Edelman Financial Services
Industry: Company
DescriptionHeadquarters: Fairfax, VA Founder: Ric Edelman Founded: 1986 Parent organizations: Hellman & Friedman, Sanders Morris Harris Group, Inc. Subsidiary: Financial Engines
Edelman Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edelman Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Edelman Financial Services Employees
Employee
Years
Job
Industry
Jaime Manalo Jr. Jaime Manalo Jr.'s Edelman Financial Services Experience January 2015 - Present
Job Senior PC Support Specialist at Edelman Financial Services
Industry Information Technology and Services
Experience
Edelman Financial Services January 2015 - Present
GT Advanced Technologies April 2014 - December 2014
Dell Services March 2010 - April 2014
Fry's Electronics February 2007 - March 2010
Microchip Technology June 2002 - March 2009
Skills
Active Directory, Microsoft Exchange, Microsoft Office, Windows 7, Windows 8, Linux, MES, Dell Computers, Lenovo, Laptops, SQL, Access, Blackberry, iPhone, Android, VBA, C++, Cisco Call Manager, CompTIA A+, BMC Remedy, HP Service Manager, Alloy Ticketing System, Server Build, Cisco VoIP, Cisco VPN, Information Technology, IT Hardware Support, Executive Support, Customer Service, OS X, Remote Desktop, SCCM, Druva, PC building, Unix, Troubleshooting, Process Improvement, Networking, Technical Support, Servers, Computer Hardware, Hardware
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Information Technology, 3.98
Cavite Science National High School Philippines 1991 — 1995
Edelman Financial Services January 2015 - Present
GT Advanced Technologies April 2014 - December 2014
Dell Services March 2010 - April 2014
Fry's Electronics February 2007 - March 2010
Microchip Technology June 2002 - March 2009
Skills
Active Directory, Microsoft Exchange, Microsoft Office, Windows 7, Windows 8, Linux, MES, Dell Computers, Lenovo, Laptops, SQL, Access, Blackberry, iPhone, Android, VBA, C++, Cisco Call Manager, CompTIA A+, BMC Remedy, HP Service Manager, Alloy Ticketing System, Server Build, Cisco VoIP, Cisco VPN, Information Technology, IT Hardware Support, Executive Support, Customer Service, OS X, Remote Desktop, SCCM, Druva, PC building, Unix, Troubleshooting, Process Improvement, Networking, Technical Support, Servers, Computer Hardware, Hardware
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Information Technology, 3.98
Cavite Science National High School Philippines 1991 — 1995
Mayra Burke Mayra Burke's Edelman Financial Services Experience February 2010 - February 2013
Job Office Services Professional
Industry Education Management
Experience
KIPP Tulsa College Preparatory June 2013 - Present
Edelman Financial Services February 2010 - February 2013
Family and Children's Services November 2000 - December 2008
Skills
Bilingual, Appointment Scheduling, Meeting Planning, Event Planning, Corporate Events, Bulk Mailing, Mail Sorting, Expenses, Account Reconciliation, Microsoft Office, Office Administration, Office Equipment, Ordering Office Supplies, Liasoning, Supervisory Skills, Commercial Moving
Education
University of Phoenix 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Tulsa Community College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
KIPP Tulsa College Preparatory June 2013 - Present
Edelman Financial Services February 2010 - February 2013
Family and Children's Services November 2000 - December 2008
Skills
Bilingual, Appointment Scheduling, Meeting Planning, Event Planning, Corporate Events, Bulk Mailing, Mail Sorting, Expenses, Account Reconciliation, Microsoft Office, Office Administration, Office Equipment, Ordering Office Supplies, Liasoning, Supervisory Skills, Commercial Moving
Education
University of Phoenix 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Tulsa Community College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Tyler Combs Tyler Combs's Edelman Financial Services Experience June 2015 - Present
Job Client Service Associate at Edelman Financial
Industry Financial Services
Experience
Edelman Financial Services June 2015 - Present
AXA Advisors May 2014 - May 2015
Skills
Finance, Financial Analysis, Corporate Finance, Retirement Planning, Insurance, Life Insurance, Health Insurance, Investments, Accounting, Data Analysis, Wealth Management, Sales, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Hospitality, Research
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.)
Edelman Financial Services June 2015 - Present
AXA Advisors May 2014 - May 2015
Skills
Finance, Financial Analysis, Corporate Finance, Retirement Planning, Insurance, Life Insurance, Health Insurance, Investments, Accounting, Data Analysis, Wealth Management, Sales, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Hospitality, Research
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.)
Aaron Galbraith Aaron Galbraith's Edelman Financial Services Experience October 2011 - Present
Job Billing specialist at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2011 - Present
Ignis Asset Management May 2009 - August 2011
Morgan Stanley Investment Management March 2003 - May 2009
Standard Life Investments March 1999 - March 2003
Education
The University of Glasgow 1994 — 1999
Master's Degree, Management Studies
Edelman Financial Services October 2011 - Present
Ignis Asset Management May 2009 - August 2011
Morgan Stanley Investment Management March 2003 - May 2009
Standard Life Investments March 1999 - March 2003
Education
The University of Glasgow 1994 — 1999
Master's Degree, Management Studies
Mark Ligeski Mark Ligeski's Edelman Financial Services Experience April 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Edelman Financial Services April 2015 - Present
CUNA Mutual Group October 2012 - February 2014
Genisys Credit Union January 2006 - September 2012
GMAC Mortgage Company December 2004 - September 2005
SmartLink Services, Inc August 2003 - November 2004
JPMorgan/Chase (Bank One) April 2000 - August 2003
JPMorgan/Chase (Bank One) April 1997 - April 2000
Skills
Training, Leadership, Needs Analysis, Coaching, Management, Team Building, E-Learning, Microsoft Office, Banking, ADDIE, Team Leadership, Employee Training, Training Delivery, Process Improvement, Public Speaking, Instructor-led Training, Leadership Development, Project Management, Loans, Performance Management, Instructional Design, Staff Development, Organizational..., Credit Unions, Presentation Coaching, Learning Management, Blended Learning, Employee Engagement, Performance Improvement, Time Management, Sales Management, Performance Consulting, Course Development, Curriculum Design, Technical Writing, Onboarding, Budgets, Consulting, WebEx, Operations Management, Workshop Facilitation, Change Management, Classroom Instruction, GoToMeeting, Learning Solutions, Online Training, Webinars, Problem Solving, Technical Training, Job Aids
Education
Wayne State University 1993 — 1999
Masters of Business Administration, Marketing
University of Michigan 1988 — 1992
Bachelor of Musical Arts, Vocal Music Performance & Economics
Edelman Financial Services April 2015 - Present
CUNA Mutual Group October 2012 - February 2014
Genisys Credit Union January 2006 - September 2012
GMAC Mortgage Company December 2004 - September 2005
SmartLink Services, Inc August 2003 - November 2004
JPMorgan/Chase (Bank One) April 2000 - August 2003
JPMorgan/Chase (Bank One) April 1997 - April 2000
Skills
Training, Leadership, Needs Analysis, Coaching, Management, Team Building, E-Learning, Microsoft Office, Banking, ADDIE, Team Leadership, Employee Training, Training Delivery, Process Improvement, Public Speaking, Instructor-led Training, Leadership Development, Project Management, Loans, Performance Management, Instructional Design, Staff Development, Organizational..., Credit Unions, Presentation Coaching, Learning Management, Blended Learning, Employee Engagement, Performance Improvement, Time Management, Sales Management, Performance Consulting, Course Development, Curriculum Design, Technical Writing, Onboarding, Budgets, Consulting, WebEx, Operations Management, Workshop Facilitation, Change Management, Classroom Instruction, GoToMeeting, Learning Solutions, Online Training, Webinars, Problem Solving, Technical Training, Job Aids
Education
Wayne State University 1993 — 1999
Masters of Business Administration, Marketing
University of Michigan 1988 — 1992
Bachelor of Musical Arts, Vocal Music Performance & Economics
Jan Ford, CMFC® Jan Ford, CMFC®'s Edelman Financial Services Experience October 2014 - Present
Job Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2014 - Present
Morgan Stanley Wealth Management January 2014 - October 2014
Edelman Financial Services January 2012 - January 2014
MetLife July 2011 - January 2012
Liberty Financial Consultants February 2010 - July 2011
Chris Stone Inc 2004 - 2009
Skills
Wealth Management, Retirement, Accounting, Cash Management, Tax Preparation
Education
University of San Francisco
Bachelor of Science in Business Administration, Accounting
Edelman Financial Services October 2014 - Present
Morgan Stanley Wealth Management January 2014 - October 2014
Edelman Financial Services January 2012 - January 2014
MetLife July 2011 - January 2012
Liberty Financial Consultants February 2010 - July 2011
Chris Stone Inc 2004 - 2009
Skills
Wealth Management, Retirement, Accounting, Cash Management, Tax Preparation
Education
University of San Francisco
Bachelor of Science in Business Administration, Accounting
Dionne Cornelius Thompson's Edelman Financial Services Experience 2011 - Present
Job Manager, Planner Resources at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services 2011 - Present
Capital Asset Management Group 2004 - 2011
Skills
Management, Financial Planning, Onboarding, Business Development, Leadership, Operations Management, Practice Management, Project Management, Financial Services, Risk Management, Insurance, Process Improvement, Strategic Planning, Series 7, Series 66, Series 24, Life & Health Insurance...
Education
University of Kentucky 1988 — 1992
Bachelor of Arts (B.A.)
Edelman Financial Services 2011 - Present
Capital Asset Management Group 2004 - 2011
Skills
Management, Financial Planning, Onboarding, Business Development, Leadership, Operations Management, Practice Management, Project Management, Financial Services, Risk Management, Insurance, Process Improvement, Strategic Planning, Series 7, Series 66, Series 24, Life & Health Insurance...
Education
University of Kentucky 1988 — 1992
Bachelor of Arts (B.A.)
Kim Austin, CPC, ELI-MP, DiSC Auth. Partner's Edelman Financial Services Experience October 2008 - February 2010
Job Talent Management I Certified Professional Coach I Gallup Strengths Coach | Chief Energy Officer
Industry Professional Training & Coaching
Experience
Possibilities & Solutions Group, LLC January 2012 - Present
Neustar February 2010 - Present
Edelman Financial Services October 2008 - February 2010
Loan to Learn 2005 - 2008
Student Loan Xpress - A CIT Company 2002 - 2005
Cox Communications 1997 - 2001
Skills
Career Development, Organizational..., Coaching, Onboarding, Talent Management, Mentoring, Training, Leadership Development, Strategic Planning, Process Improvement, Performance Consulting, Training Delivery, Performance Management, Employee Relations, Leadership, Call Centers, Executive Coaching, Succession Planning, Employee Engagement, Customer Service, Team Leadership, Program Management, Learning Management, Vendor Management, Workforce Planning, Recruiting, Blended Learning, Employee Training, Workshop Facilitation, Organizational..., Human Resources, Culture Change, Change Management, Management Development, Talent Acquisition, Sales, Personnel Management, Interviews, Performance Improvement, Instructional Design, Team Building, Employee Benefits, Conflict Resolution
Education
University of Mary Washington 1994 — 1997
Nathan Hale High School 1980 — 1984
iPEC Coaching
Possibilities & Solutions Group, LLC January 2012 - Present
Neustar February 2010 - Present
Edelman Financial Services October 2008 - February 2010
Loan to Learn 2005 - 2008
Student Loan Xpress - A CIT Company 2002 - 2005
Cox Communications 1997 - 2001
Skills
Career Development, Organizational..., Coaching, Onboarding, Talent Management, Mentoring, Training, Leadership Development, Strategic Planning, Process Improvement, Performance Consulting, Training Delivery, Performance Management, Employee Relations, Leadership, Call Centers, Executive Coaching, Succession Planning, Employee Engagement, Customer Service, Team Leadership, Program Management, Learning Management, Vendor Management, Workforce Planning, Recruiting, Blended Learning, Employee Training, Workshop Facilitation, Organizational..., Human Resources, Culture Change, Change Management, Management Development, Talent Acquisition, Sales, Personnel Management, Interviews, Performance Improvement, Instructional Design, Team Building, Employee Benefits, Conflict Resolution
Education
University of Mary Washington 1994 — 1997
Nathan Hale High School 1980 — 1984
iPEC Coaching
Imade Ilentamhen Imade Ilentamhen's Edelman Financial Services Experience 2015 - Present
Job Registered Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Luxottica Group June 2011 - July 2014
Belltower Books December 2009 - December 2011
Skills
Finance, Marketing, Advertising, Sales, Marketing Strategy, Financial Analysis, Customer Service, Retail, Direct Marketing, Microsoft Excel, PowerPoint, Leadership, Management, Market Research
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dana Hall High School 2005 — 2008
Edelman Financial Services 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Luxottica Group June 2011 - July 2014
Belltower Books December 2009 - December 2011
Skills
Finance, Marketing, Advertising, Sales, Marketing Strategy, Financial Analysis, Customer Service, Retail, Direct Marketing, Microsoft Excel, PowerPoint, Leadership, Management, Market Research
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dana Hall High School 2005 — 2008
Sergio Donis, MBA, CAMS Sergio Donis, MBA, CAMS's Edelman Financial Services Experience March 2013 - November 2013
Job AntiMoney Laundering Compliance Officer at Global Financial Services
Industry Financial Services
Experience
Global Financial Services March 2015 - Present
Shell Oil Company (Shell Trading) November 2013 - February 2015
Edelman Financial Services March 2013 - November 2013
JP Morgan Chase Legal and Compliance July 2012 - February 2013
FDIC August 2010 - June 2012
J.P. Morgan February 2009 - July 2010
J.P. Morgan May 2004 - February 2009
J.P. Morgan May 2002 - May 2004
J.P. Morgan May 1999 - May 2002
Skills
Compliance, AML, USA PATRIOT Act, Bank Secrecy Act, Banking, Auditing, Microsoft Office, Investigations, Risk Management, OFAC, Regulatory Reporting, Process Improvement, Due Diligence, Fraud, Back Office, Economics, KYC, BSA, Risk, Operational Risk..., Fraud Prevention, Risk Assessment, Regulatory Risk, Banking Operations, Fraud Investigations, Operational Risk, Enterprise Risk..., Financial Institutions, Risk Mitigation, Audit, Compliance Audits, Internal Controls, CAMS, Financial Risk, Securities, Sanction, Anti Money Laundering, Internal Audit, Investigation, Credit Cards, Credit Risk, Credit, Finance, Financial Services, Corporate Governance, FCPA, Commercial Banking, Loans, Management, Financial Analysis
Education
Sam Houston State University 2012 — 2014
Executive Master of Business Administration (EMBA), Banking and Financial Institutions
University of Houston 2006 — 2008
Bachelor of Science, Economics
Global Financial Services March 2015 - Present
Shell Oil Company (Shell Trading) November 2013 - February 2015
Edelman Financial Services March 2013 - November 2013
JP Morgan Chase Legal and Compliance July 2012 - February 2013
FDIC August 2010 - June 2012
J.P. Morgan February 2009 - July 2010
J.P. Morgan May 2004 - February 2009
J.P. Morgan May 2002 - May 2004
J.P. Morgan May 1999 - May 2002
Skills
Compliance, AML, USA PATRIOT Act, Bank Secrecy Act, Banking, Auditing, Microsoft Office, Investigations, Risk Management, OFAC, Regulatory Reporting, Process Improvement, Due Diligence, Fraud, Back Office, Economics, KYC, BSA, Risk, Operational Risk..., Fraud Prevention, Risk Assessment, Regulatory Risk, Banking Operations, Fraud Investigations, Operational Risk, Enterprise Risk..., Financial Institutions, Risk Mitigation, Audit, Compliance Audits, Internal Controls, CAMS, Financial Risk, Securities, Sanction, Anti Money Laundering, Internal Audit, Investigation, Credit Cards, Credit Risk, Credit, Finance, Financial Services, Corporate Governance, FCPA, Commercial Banking, Loans, Management, Financial Analysis
Education
Sam Houston State University 2012 — 2014
Executive Master of Business Administration (EMBA), Banking and Financial Institutions
University of Houston 2006 — 2008
Bachelor of Science, Economics
Erin Best Erin Best's Edelman Financial Services Experience November 2007 - Present
Job Sr. HR Manager at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services November 2007 - Present
Berkley Mid-Atlantic Group March 2005 - October 2007
SouthTrust Bank 2004 - 2005
BB&T 2000 - 2003
Chevy Chase Bank November 1992 - December 1999
Skills
Recruiting, Talent Acquisition, Employee Benefits, Employee Relations, Onboarding, Talent Management, Professional in Human..., Deferred Compensation, Personnel Management, Human Resources, Vendor Management, Benefits Administration, College Recruiting, HRIS, Succession Planning, Change Management, Management, Applicant Tracking..., Employee Engagement, Organizational..., Internet Recruiting, HR Policies, Performance Management, Workforce Planning, Interviews
Education
The George Washington University
MA, Human Resources Development
York College of Pennsylvania
BS, Behavioral Science
Edelman Financial Services November 2007 - Present
Berkley Mid-Atlantic Group March 2005 - October 2007
SouthTrust Bank 2004 - 2005
BB&T 2000 - 2003
Chevy Chase Bank November 1992 - December 1999
Skills
Recruiting, Talent Acquisition, Employee Benefits, Employee Relations, Onboarding, Talent Management, Professional in Human..., Deferred Compensation, Personnel Management, Human Resources, Vendor Management, Benefits Administration, College Recruiting, HRIS, Succession Planning, Change Management, Management, Applicant Tracking..., Employee Engagement, Organizational..., Internet Recruiting, HR Policies, Performance Management, Workforce Planning, Interviews
Education
The George Washington University
MA, Human Resources Development
York College of Pennsylvania
BS, Behavioral Science
Yale Lewis, MBA, CFP ® Yale Lewis, MBA, CFP ®'s Edelman Financial Services Experience September 1996 - November 1998
Job Director of Investment & Planning Services at Mylestone Plans
Industry Financial Services
Experience
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Josh Andreasen Josh Andreasen's Edelman Financial Services Experience October 2012 - Present
Job Financial Planning Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2012 - Present
Town of Groton, MA August 2013 - July 2014
BNY Mellon May 2012 - October 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Social Media, First Responder, Cpr Certified, EMT
Education
University of Massachusetts Boston 2009 — 2012
B.S. Management & Marketing, Marketing, Finance, Management, Accounting
Edelman Financial Services October 2012 - Present
Town of Groton, MA August 2013 - July 2014
BNY Mellon May 2012 - October 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Social Media, First Responder, Cpr Certified, EMT
Education
University of Massachusetts Boston 2009 — 2012
B.S. Management & Marketing, Marketing, Finance, Management, Accounting
Jillian Rooney's Edelman Financial Services Experience May 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Edelman Financial Services May 2015 - Present
Commonwealth Financial Network March 2013 - April 2015
Lincoln Financial Group May 2012 - March 2013
Skills
Investments, Series 63, Customer Service, Retirement, Securities
Education
University of New Hampshire 2009 — 2011
Business management
Concord high school
Edelman Financial Services May 2015 - Present
Commonwealth Financial Network March 2013 - April 2015
Lincoln Financial Group May 2012 - March 2013
Skills
Investments, Series 63, Customer Service, Retirement, Securities
Education
University of New Hampshire 2009 — 2011
Business management
Concord high school
Christopher Mehdibegi Christopher Mehdibegi's Edelman Financial Services Experience December 2010 - February 2014
Job Analyst at CareerBuilder
Industry Financial Services
Experience
CareerBuilder.com February 2014 - Present
Edelman Financial Services December 2010 - February 2014
WCCM Properties July 2007 - December 2010
JPMorgan Chase January 2008 - October 2009
Skills
Financial Analysis, Financial Reporting, Manage Client..., Securities Market, Investments, Wealth Management, Retirement Planning, Account Reconciliation, Strategic Financial..., Investment Advisory, Securities, Financial Services, Financial Advisory
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.72
CareerBuilder.com February 2014 - Present
Edelman Financial Services December 2010 - February 2014
WCCM Properties July 2007 - December 2010
JPMorgan Chase January 2008 - October 2009
Skills
Financial Analysis, Financial Reporting, Manage Client..., Securities Market, Investments, Wealth Management, Retirement Planning, Account Reconciliation, Strategic Financial..., Investment Advisory, Securities, Financial Services, Financial Advisory
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.72
Kala Payne Kala Payne's Edelman Financial Services Experience September 2003 - Present
Job Supervisor, Training & Development at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2003 - Present
Edward Jones June 1996 - September 2003
United States Postal Service December 1978 - June 1994
Skills
Series 7, Investments, Series 63, Training, Management, Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Strategic Financial..., Estate Planning, Insurance
Education
University of Oregon 1973 — 1975
BS, Psychology/Sociology
Edelman Financial Services September 2003 - Present
Edward Jones June 1996 - September 2003
United States Postal Service December 1978 - June 1994
Skills
Series 7, Investments, Series 63, Training, Management, Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Strategic Financial..., Estate Planning, Insurance
Education
University of Oregon 1973 — 1975
BS, Psychology/Sociology
Christine Dawson Christine Dawson's Edelman Financial Services Experience June 2009 - Present
Job Business Applications Analyst
Industry Information Technology and Services
Experience
Edelman Financial Services June 2009 - Present
Edelman Financial Services December 2007 - June 2009
TEOCO September 2002 - November 2007
SoftMed Systems, Inc. March 2002 - August 2002
SoftMed Systems, Inc. August 1999 - March 2002
NCI Information Systems, Inc. 1994 - 1999
Skills
SharePoint, SQL, Microsoft SQL Server, Microsoft Office..., Microsoft CRM, SharePoint Designer, Visio, .NET, Windows Sharepoint..., InfoPath, Workflow, Nintex
Education
University of Mary Washington 1989 — 1993
B.S.
Edelman Financial Services June 2009 - Present
Edelman Financial Services December 2007 - June 2009
TEOCO September 2002 - November 2007
SoftMed Systems, Inc. March 2002 - August 2002
SoftMed Systems, Inc. August 1999 - March 2002
NCI Information Systems, Inc. 1994 - 1999
Skills
SharePoint, SQL, Microsoft SQL Server, Microsoft Office..., Microsoft CRM, SharePoint Designer, Visio, .NET, Windows Sharepoint..., InfoPath, Workflow, Nintex
Education
University of Mary Washington 1989 — 1993
B.S.
Mark Brogley's Edelman Financial Services Experience February 2014 - Present
Job
Industry Financial Services
Experience
Edelman Financial Services February 2014 - Present
Respond Inc. January 2012 - February 2014
Atlas Guides LLC March 2008 - December 2011
Brogley Enterprises, LLC June 2000 - March 2008
All Star Directories, Inc. August 2001 - October 2007
NtraPoint, Inc. January 2000 - June 2001
General Electric Information Services [GEIS] November 1997 - December 1999
Corning Cable Systems July 1989 - October 1997
Skills
Start-ups, Lead Generation, Business Development, Online Advertising, Leadership, Digital Marketing, Online Marketing, Marketing Strategy, New Business Development, Team Building, Networking, Program Management
Education
Virginia Polytechnic Institute and State University
BS, Mechanical Engineering
The Catholic University of America
Mechanical Engineering
University of South Florida
Mechanical Engineering
Edelman Financial Services February 2014 - Present
Respond Inc. January 2012 - February 2014
Atlas Guides LLC March 2008 - December 2011
Brogley Enterprises, LLC June 2000 - March 2008
All Star Directories, Inc. August 2001 - October 2007
NtraPoint, Inc. January 2000 - June 2001
General Electric Information Services [GEIS] November 1997 - December 1999
Corning Cable Systems July 1989 - October 1997
Skills
Start-ups, Lead Generation, Business Development, Online Advertising, Leadership, Digital Marketing, Online Marketing, Marketing Strategy, New Business Development, Team Building, Networking, Program Management
Education
Virginia Polytechnic Institute and State University
BS, Mechanical Engineering
The Catholic University of America
Mechanical Engineering
University of South Florida
Mechanical Engineering
Jared Rubin, CFP® Jared Rubin, CFP®'s Edelman Financial Services Experience Financial ConsultantFidelity InvestmentsAugust 2006 - July 2015
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services Financial ConsultantFidelity InvestmentsAugust 2006 - July 2015
Skills
Retirement Planning, Financial Planning, Certified Financial..., Life Insurance
Education
Trinity College-Hartford 2000 — 2004
Economics, Economics
Wellesley High School 1996 — 2000
Edelman Financial Services Financial ConsultantFidelity InvestmentsAugust 2006 - July 2015
Skills
Retirement Planning, Financial Planning, Certified Financial..., Life Insurance
Education
Trinity College-Hartford 2000 — 2004
Economics, Economics
Wellesley High School 1996 — 2000
Mari Pappas's Edelman Financial Services Experience February 1994 - August 1995
Job Administrative Assistant at National Credit Union Administration
Industry Government Administration
Experience
National Gallery of Art January 2012 - June 2014
National School Boards Association March 2011 - January 2012
College Summit July 2010 - March 2011
Society of Cardiovascular Computed Tomography February 2010 - May 2010
National School Boards Association October 1998 - February 2010
Boeing Information Services April 1997 - October 1998
Edelman Financial Services February 1994 - August 1995
American Association for Justice 1987 - 1989
Volunteers in Technical Assistance 1982 - 1987
Skills
Editing, Research, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Information Management, Non-profits, Fundraising, Program Development, Event Planning, Community Outreach, Public Speaking, Social Media, Teaching, Nonprofits, Project Planning, Volunteer Management
Education
University of Pittsburgh 1995 — 1997
Theatre / PhD program
University of Missouri-Kansas City 1989 — 1993
MA, Theatre History and Literature
Virginia Commonwealth University 1978 — 1982
BFA, Theatre
Denis J. O'Connell High School 1974 — 1978
St. Ann's
National Gallery of Art January 2012 - June 2014
National School Boards Association March 2011 - January 2012
College Summit July 2010 - March 2011
Society of Cardiovascular Computed Tomography February 2010 - May 2010
National School Boards Association October 1998 - February 2010
Boeing Information Services April 1997 - October 1998
Edelman Financial Services February 1994 - August 1995
American Association for Justice 1987 - 1989
Volunteers in Technical Assistance 1982 - 1987
Skills
Editing, Research, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Information Management, Non-profits, Fundraising, Program Development, Event Planning, Community Outreach, Public Speaking, Social Media, Teaching, Nonprofits, Project Planning, Volunteer Management
Education
University of Pittsburgh 1995 — 1997
Theatre / PhD program
University of Missouri-Kansas City 1989 — 1993
MA, Theatre History and Literature
Virginia Commonwealth University 1978 — 1982
BFA, Theatre
Denis J. O'Connell High School 1974 — 1978
St. Ann's
James Negley's Edelman Financial Services Experience January 2007 - January 2009
Job
Industry Investment Management
Experience
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
Stephani Pease's Edelman Financial Services Experience August 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Edelman Financial Services August 2014 - Present
Dugas and Associates October 2011 - January 2014
DW Turner June 2009 - July 2011
Skills
Marketing, Public Speaking, Customer Service, Microsoft Office, Analysis, Public Relations
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2012
Bachelor's degree, Business Administration and Management, Finance
Edelman Financial Services August 2014 - Present
Dugas and Associates October 2011 - January 2014
DW Turner June 2009 - July 2011
Skills
Marketing, Public Speaking, Customer Service, Microsoft Office, Analysis, Public Relations
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2012
Bachelor's degree, Business Administration and Management, Finance
Timothy Kiriposki's Edelman Financial Services Experience May 2012 - March 2015
Job Registered Client Service Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
Stephanie Roth's Edelman Financial Services Experience September 2014 - Present
Job Compliance Officer at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2014 - Present
Summit Brokerage Services, Inc. October 2012 - September 2014
EKN Financial Services August 2010 - October 2012
Česka spořitelna, a.s. May 2009 - August 2009
Northwestern Mutual September 2008 - June 2009
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
Edelman Financial Services September 2014 - Present
Summit Brokerage Services, Inc. October 2012 - September 2014
EKN Financial Services August 2010 - October 2012
Česka spořitelna, a.s. May 2009 - August 2009
Northwestern Mutual September 2008 - June 2009
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
Martina Beckum Martina Beckum's Edelman Financial Services Experience April 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2013 - Present
Morgan Stanley Smith Barney October 2007 - October 2012
Morgan Stanley Smith Barney January 2007 - October 2007
Moqvo, LLC May 2006 - January 2007
The Ohio State University- Cartoon Research Library February 2006 - December 2006
The HealthCare Connection, Inc June 2004 - September 2005
Cognis June 2002 - September 2003
The Healthcare Connection January 1999 - January 2002
Skills
Series 7, Uniform Combined State..., Wealth Management, Equities, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, Mutual Funds
Education
The Ohio State University 2001 — 2006
B.S, Agricultural Business and Applied Economics
Edelman Financial Services April 2013 - Present
Morgan Stanley Smith Barney October 2007 - October 2012
Morgan Stanley Smith Barney January 2007 - October 2007
Moqvo, LLC May 2006 - January 2007
The Ohio State University- Cartoon Research Library February 2006 - December 2006
The HealthCare Connection, Inc June 2004 - September 2005
Cognis June 2002 - September 2003
The Healthcare Connection January 1999 - January 2002
Skills
Series 7, Uniform Combined State..., Wealth Management, Equities, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, Mutual Funds
Education
The Ohio State University 2001 — 2006
B.S, Agricultural Business and Applied Economics
Michael Valerio Michael Valerio's Edelman Financial Services Experience 2011 - 2013
Job CFO at RKA Petroleum Companies
Industry Financial Services
Experience
RKA Petroleum Companies May 2015 - Present
Blue River Financial Group January 2014 - May 2015
Edelman Financial Services 2011 - 2013
Michael Valerio CPA/PFS, LLC 2002 - 2010
Master Craft Carpet Service, Inc. 2001 - 2010
Pinnacle Financial Consulting, PLLC 1994 - 2010
SLC Recycling Industries, Inc. 1985 - 1997
Holland Consulting, Inc. 1980 - 1985
Skills
Corporate Finance, Strategic Negotiations, Investment Management, Financial Accounting, Strategic Planning, Budgeting & Forecasting, Securing Financing, Holistic Financial...
Education
University of Michigan-Dearborn
Bachelor's Degree, Economics Accounting
RKA Petroleum Companies May 2015 - Present
Blue River Financial Group January 2014 - May 2015
Edelman Financial Services 2011 - 2013
Michael Valerio CPA/PFS, LLC 2002 - 2010
Master Craft Carpet Service, Inc. 2001 - 2010
Pinnacle Financial Consulting, PLLC 1994 - 2010
SLC Recycling Industries, Inc. 1985 - 1997
Holland Consulting, Inc. 1980 - 1985
Skills
Corporate Finance, Strategic Negotiations, Investment Management, Financial Accounting, Strategic Planning, Budgeting & Forecasting, Securing Financing, Holistic Financial...
Education
University of Michigan-Dearborn
Bachelor's Degree, Economics Accounting
Maria Bender Maria Bender's Edelman Financial Services Experience July 2015 - Present
Job Business Analyst
Industry Financial Services
Experience
Edelman Financial Services July 2015 - Present
Capital Group August 2013 - July 2015
Capital Group July 2011 - August 2013
University Hospital San Antonio May 1999 - February 2013
Capital Group July 2009 - July 2011
Capital Group May 2007 - July 2009
Capital Group January 2006 - May 2007
CHRISTUS Santa Rosa Children's Hospital August 1999 - October 2001
US Army March 1993 - November 1999
Skills
Leadership, Customer Service, Outlook, Mutual Funds, Management, Microsoft Office, Data Analysis, Sales, Microsoft Excel, Business Development, Strategic Planning, Business Analysis, Salesforce.com, Teamwork, Microsoft Word, Public Speaking, Project Management, Research, Event Management, Account Management, Analysis, Team Leadership, New Business Development, Business Strategy
Education
The University of Texas at San Antonio 2003 — 2005
BBA, Finance
Fayetteville Technical Community College 1994 — 1997
AAS, Applied Science
Edelman Financial Services July 2015 - Present
Capital Group August 2013 - July 2015
Capital Group July 2011 - August 2013
University Hospital San Antonio May 1999 - February 2013
Capital Group July 2009 - July 2011
Capital Group May 2007 - July 2009
Capital Group January 2006 - May 2007
CHRISTUS Santa Rosa Children's Hospital August 1999 - October 2001
US Army March 1993 - November 1999
Skills
Leadership, Customer Service, Outlook, Mutual Funds, Management, Microsoft Office, Data Analysis, Sales, Microsoft Excel, Business Development, Strategic Planning, Business Analysis, Salesforce.com, Teamwork, Microsoft Word, Public Speaking, Project Management, Research, Event Management, Account Management, Analysis, Team Leadership, New Business Development, Business Strategy
Education
The University of Texas at San Antonio 2003 — 2005
BBA, Finance
Fayetteville Technical Community College 1994 — 1997
AAS, Applied Science
Kathi Boratko Kathi Boratko's Edelman Financial Services Experience November 2014 - Present
Job Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services November 2014 - Present
Levine Investment Strategies, LLC September 2012 - September 2014
The Investors Center, Inc. October 2005 - September 2012
ACTEX Actuarial Recruiting January 1999 - May 2005
Hartford Financial Services Group July 1989 - January 1999
Skills
Event Planning, Analysis, Research, Documentation, Microsoft Office, Writing, Word, Excel, Outlook, Software Documentation, Microsoft Excel, Microsoft Word, Training
Education
The University of Connecticut
BSBA, Marketing
University of Hartford 2005 — 2006
Paralegal Certificate - ABA Approved, Legal Studies
Edelman Financial Services November 2014 - Present
Levine Investment Strategies, LLC September 2012 - September 2014
The Investors Center, Inc. October 2005 - September 2012
ACTEX Actuarial Recruiting January 1999 - May 2005
Hartford Financial Services Group July 1989 - January 1999
Skills
Event Planning, Analysis, Research, Documentation, Microsoft Office, Writing, Word, Excel, Outlook, Software Documentation, Microsoft Excel, Microsoft Word, Training
Education
The University of Connecticut
BSBA, Marketing
University of Hartford 2005 — 2006
Paralegal Certificate - ABA Approved, Legal Studies
Laurel Scott Royer's Edelman Financial Services Experience June 2013 - January 2015
Job Meeting and Events Professional
Industry Events Services
Experience
Duke University April 2015 - Present
Edelman Financial Services June 2013 - January 2015
HomeAid Northern Virginia November 2012 - June 2013
Communi-K February 2013 - May 2013
FOLIOfn, Inc. August 2009 - August 2012
Harris Corporation April 2009 - August 2009
FOX Architects June 2008 - March 2009
The Staubach Company April 2008 - May 2008
Management Consultants for Affiliated Physicians February 2007 - April 2008
RedPeg Marketing October 2006 - January 2007
Skills
Event Planning, Event Management, Fundraising, Office Management, Human Resources, Social Media, Coordinating Events, Corporate Events, Office Administration, Employee Relations, Marketing, Travel Planning, Administrative..., Meeting Planning, Public Relations, Project Coordination, Internal Communications, Research, Meeting Scheduling, Private Events, Contract Negotiation, Wedding Planning, Gala Events, Catering, Managing Meetings, Coordinate Meetings, Executive Administrative, Organizing Meetings, Administrative Support, Non-profit..., Donor Perfect, Menu Development, Logistics, Cvent, Administrative..., Customer Service, Events Coordination, Management, Time Management, Trade Shows, Budgets
Education
The George Washington University 2012 — 2013
Event Management Certificate, Event Management Certificate Program
Old Dominion University 2002 — 2005
Bachelor of Science, Mass Communications
Lake Braddock Secondary School
Duke University April 2015 - Present
Edelman Financial Services June 2013 - January 2015
HomeAid Northern Virginia November 2012 - June 2013
Communi-K February 2013 - May 2013
FOLIOfn, Inc. August 2009 - August 2012
Harris Corporation April 2009 - August 2009
FOX Architects June 2008 - March 2009
The Staubach Company April 2008 - May 2008
Management Consultants for Affiliated Physicians February 2007 - April 2008
RedPeg Marketing October 2006 - January 2007
Skills
Event Planning, Event Management, Fundraising, Office Management, Human Resources, Social Media, Coordinating Events, Corporate Events, Office Administration, Employee Relations, Marketing, Travel Planning, Administrative..., Meeting Planning, Public Relations, Project Coordination, Internal Communications, Research, Meeting Scheduling, Private Events, Contract Negotiation, Wedding Planning, Gala Events, Catering, Managing Meetings, Coordinate Meetings, Executive Administrative, Organizing Meetings, Administrative Support, Non-profit..., Donor Perfect, Menu Development, Logistics, Cvent, Administrative..., Customer Service, Events Coordination, Management, Time Management, Trade Shows, Budgets
Education
The George Washington University 2012 — 2013
Event Management Certificate, Event Management Certificate Program
Old Dominion University 2002 — 2005
Bachelor of Science, Mass Communications
Lake Braddock Secondary School
Kelly Pike Kelly Pike's Edelman Financial Services Experience April 2008 - May 2011
Job
Industry Writing and Editing
Experience
Kelly Pike May 2011 - Present
Edelman Financial Services April 2008 - May 2011
ICBA September 2002 - April 2008
Skills
Writing, Magazines, Publications, Newsletters, Print, Research, Journalism, Editing, Books, Corporate Communications, Copywriting, Strategic Communications, Copy Editing, Marketing Communications, Publishing, Editorial, Brochures, Press Releases, Media Relations, Speech Writing, Feature Articles
Education
The George Washington University 2004 — 2006
M.A., Media and Public Affairs
The College of New Jersey 1997 — 2001
B.A., Journalism & Professional Writing
Hopatcong HS
Kelly Pike May 2011 - Present
Edelman Financial Services April 2008 - May 2011
ICBA September 2002 - April 2008
Skills
Writing, Magazines, Publications, Newsletters, Print, Research, Journalism, Editing, Books, Corporate Communications, Copywriting, Strategic Communications, Copy Editing, Marketing Communications, Publishing, Editorial, Brochures, Press Releases, Media Relations, Speech Writing, Feature Articles
Education
The George Washington University 2004 — 2006
M.A., Media and Public Affairs
The College of New Jersey 1997 — 2001
B.A., Journalism & Professional Writing
Hopatcong HS
Lisa Korhnak Lisa Korhnak's Edelman Financial Services Experience May 1992 - July 2001
Job Marketing & Communications
Industry Marketing and Advertising
Experience
Arcola United Methodist Church January 2011 - Present
LK Consulting, LLC March 2002 - December 2010
Edelman Financial Services May 1992 - July 2001
Skills
Organizational..., Marketing Management, Branding & Identity, Non-profit Volunteering, Social Media, Corporate Branding, Project Management, Support Groups, Team Management, Teamwork, Administration, Non-profit Program..., Advertising, Writers, Problem Solving, Public Relations, Public Speaking, Pastoral Care
Education
University of Oregon 1987 — 1991
Bachelor's Degree, Speech Communication and Rhetoric with an Emphasis in Business Marketing
Arcola United Methodist Church January 2011 - Present
LK Consulting, LLC March 2002 - December 2010
Edelman Financial Services May 1992 - July 2001
Skills
Organizational..., Marketing Management, Branding & Identity, Non-profit Volunteering, Social Media, Corporate Branding, Project Management, Support Groups, Team Management, Teamwork, Administration, Non-profit Program..., Advertising, Writers, Problem Solving, Public Relations, Public Speaking, Pastoral Care
Education
University of Oregon 1987 — 1991
Bachelor's Degree, Speech Communication and Rhetoric with an Emphasis in Business Marketing
Fearghal O'Riain CFP®'s Edelman Financial Services Experience April 2014 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service March 2004 - October 2010
Fidelity Investments Life Insurance May 2000 - March 2004
Fidelity Investments Life Insurance May 1999 - May 2000
John Hancock Signature Services January 1998 - April 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63
Education
The American College 2008 — 2009
Certificate, Financial Planning
University College Dublin 1991 — 1994
B.A., Psychology
Edelman Financial Services April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service March 2004 - October 2010
Fidelity Investments Life Insurance May 2000 - March 2004
Fidelity Investments Life Insurance May 1999 - May 2000
John Hancock Signature Services January 1998 - April 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63
Education
The American College 2008 — 2009
Certificate, Financial Planning
University College Dublin 1991 — 1994
B.A., Psychology
Brendan Kenny's Edelman Financial Services Experience September 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ Associate Director at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2013 - Present
Skills
Wealth Management
Education
University of Notre Dame 1996 — 2000
Edelman Financial Services September 2013 - Present
Skills
Wealth Management
Education
University of Notre Dame 1996 — 2000
Carol Rowane's Edelman Financial Services Experience May 2002 - January 2009
Job
Industry Information Technology and Services
Experience
American Chemistry Council September 2010 - Present
Tiber Creek Consulting February 2009 - September 2010
Edelman Financial Services May 2002 - January 2009
Go Members 1998 - 2001
Skills
SQL Server, C#, .NET, SharePoint, JavaScript, XML, SQL, Programming, Software Development, ASP.NET, HTML, Web Services, Web Development, Visual Studio, CSS, AJAX, ASP, IIS
Education
University of Mary Washington 1984 — 1989
BS, Computer Science
American Chemistry Council September 2010 - Present
Tiber Creek Consulting February 2009 - September 2010
Edelman Financial Services May 2002 - January 2009
Go Members 1998 - 2001
Skills
SQL Server, C#, .NET, SharePoint, JavaScript, XML, SQL, Programming, Software Development, ASP.NET, HTML, Web Services, Web Development, Visual Studio, CSS, AJAX, ASP, IIS
Education
University of Mary Washington 1984 — 1989
BS, Computer Science
Josette Jaramillo's Edelman Financial Services Experience October 2014 - Present
Job Talent Acquisition Recruiter at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2014 - Present
The Capital Group Companies June 2005 - October 2014
UCLA Department of Family Medicine 2004 - 2005
Los Angeles Teaching Fellows 2003 - 2004
American InterContinental University 2001 - 2003
American InterContinental University 2000 - 2001
Skills
College Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Talent Management, Recruiting, PeopleSoft, Sourcing, University Relations, Social Media, Internship Program..., Academic Advising
Education
University of California, Los Angeles
B.S., Anthropology
Edelman Financial Services October 2014 - Present
The Capital Group Companies June 2005 - October 2014
UCLA Department of Family Medicine 2004 - 2005
Los Angeles Teaching Fellows 2003 - 2004
American InterContinental University 2001 - 2003
American InterContinental University 2000 - 2001
Skills
College Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Talent Management, Recruiting, PeopleSoft, Sourcing, University Relations, Social Media, Internship Program..., Academic Advising
Education
University of California, Los Angeles
B.S., Anthropology
Corbin J. Dunn, CFP's Edelman Financial Services Experience September 2014 - Present
Job Associate Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services September 2014 - Present
USAA June 2010 - August 2014
ICMA-RC March 2002 - May 2010
Sovereign Financial Services, LLC 1999 - 2002
SunTrust Bank, Atlanta September 1997 - September 1999
Skills
Retirement Planning, Wealth, Certified Financial..., Registered Investment..., Investment Strategies
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Risk Management and Insurance
Edelman Financial Services September 2014 - Present
USAA June 2010 - August 2014
ICMA-RC March 2002 - May 2010
Sovereign Financial Services, LLC 1999 - 2002
SunTrust Bank, Atlanta September 1997 - September 1999
Skills
Retirement Planning, Wealth, Certified Financial..., Registered Investment..., Investment Strategies
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Risk Management and Insurance
Mike Attiliis's Edelman Financial Services Experience May 2013 - Present
Job Vice President of Business Systems at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2013 - Present
Edelman Financial Services April 2008 - April 2013
Edelman Financial Services April 2005 - March 2008
Edelman Financial Services May 2003 - April 2005
Edelman Financial Services May 2000 - April 2003
Skills
Microsoft CRM, Business Process..., Financial Services, Risk Management, SharePoint, Portfolio Management, IT Project Leadership, CRM Integration, Agile Project Management, Project Management, Software Project..., Certified Scrum Master..., Agile Testing, Data Analysis, New Product Roll Out, Requirements Gathering, Release Management, Requirements Management, Agile Application..., Program Management, Wealth Management..., Workflow Diagrams, Training Facilitation, Business Analysis
Education
Institute of Business and Finance
Master's degree, Financial Services
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business, Marketing
Edelman Financial Services May 2013 - Present
Edelman Financial Services April 2008 - April 2013
Edelman Financial Services April 2005 - March 2008
Edelman Financial Services May 2003 - April 2005
Edelman Financial Services May 2000 - April 2003
Skills
Microsoft CRM, Business Process..., Financial Services, Risk Management, SharePoint, Portfolio Management, IT Project Leadership, CRM Integration, Agile Project Management, Project Management, Software Project..., Certified Scrum Master..., Agile Testing, Data Analysis, New Product Roll Out, Requirements Gathering, Release Management, Requirements Management, Agile Application..., Program Management, Wealth Management..., Workflow Diagrams, Training Facilitation, Business Analysis
Education
Institute of Business and Finance
Master's degree, Financial Services
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business, Marketing
Charles Nardiello's Edelman Financial Services Experience Financial Consultant, VPCharles SchwabFebruary 2010 - September 2012
Job Financial Planner at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services Financial Consultant, VPCharles SchwabFebruary 2010 - September 2012
Merrill Lynch March 2004 - February 2010
Education
University of South Carolina-Columbia 1997 — 2001
Bachelor of Arts (B.A.)
Edelman Financial Services Financial Consultant, VPCharles SchwabFebruary 2010 - September 2012
Merrill Lynch March 2004 - February 2010
Education
University of South Carolina-Columbia 1997 — 2001
Bachelor of Arts (B.A.)
Treymane Christopher's Edelman Financial Services Experience July 2015 - Present
Job Regional Client Service Manager at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services July 2015 - Present
Edelman Financial Services January 2010 - June 2015
T. Rowe Price June 2004 - April 2009
Skills
Social Media Marketing, Investments, Mutual Funds, Series 63, Marketing, Series 7
Education
University of Maryland College Park 2012 — 2014
Master of Business Administration
Towson University
Bachelor of Science, Business Administration- Finance
Edelman Financial Services July 2015 - Present
Edelman Financial Services January 2010 - June 2015
T. Rowe Price June 2004 - April 2009
Skills
Social Media Marketing, Investments, Mutual Funds, Series 63, Marketing, Series 7
Education
University of Maryland College Park 2012 — 2014
Master of Business Administration
Towson University
Bachelor of Science, Business Administration- Finance
Kenric Vezina's Edelman Financial Services Experience October 2011 - Present
Job Client Services Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2011 - Present
Tech Dough LLC August 2009 - September 2011
Citizens Bank February 2007 - July 2009
JPMorgan Chase & Co. January 2006 - January 2007
Nationwide Financial September 2001 - January 2004
Skills
Small Business..., Planning Budgeting &..., Cash Flow Forecasting, Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Analysis, Budgets, Business Analysis, Cash Management, Finance, Financial Analysis, Forecasting, Investments, Management, Marketing, Payroll, Portfolio Management, Project Planning, Sales
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2005
BSBA, Accounting
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BSBA, Finance
Edelman Financial Services October 2011 - Present
Tech Dough LLC August 2009 - September 2011
Citizens Bank February 2007 - July 2009
JPMorgan Chase & Co. January 2006 - January 2007
Nationwide Financial September 2001 - January 2004
Skills
Small Business..., Planning Budgeting &..., Cash Flow Forecasting, Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Analysis, Budgets, Business Analysis, Cash Management, Finance, Financial Analysis, Forecasting, Investments, Management, Marketing, Payroll, Portfolio Management, Project Planning, Sales
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2005
BSBA, Accounting
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BSBA, Finance
Kevin Garvey, CFP®, RFC's Edelman Financial Services Experience January 2012 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2012 - Present
Fidelity Investments March 2008 - January 2012
American Express January 2007 - February 2008
Skills
Retirement Planning, Education Planning, Estate Planning, Insurance Planning, Wealth Accumulation, Transitioning Into..., Retirement Income..., Finance, Retirement, Financial Planners, Wealth Management
Education
University of Florida 2002 — 2004
Bachelor of Science (B.S.), Psychology
Marjory Stoneman Douglas 1995 — 1999
Diploma
Edelman Financial Services January 2012 - Present
Fidelity Investments March 2008 - January 2012
American Express January 2007 - February 2008
Skills
Retirement Planning, Education Planning, Estate Planning, Insurance Planning, Wealth Accumulation, Transitioning Into..., Retirement Income..., Finance, Retirement, Financial Planners, Wealth Management
Education
University of Florida 2002 — 2004
Bachelor of Science (B.S.), Psychology
Marjory Stoneman Douglas 1995 — 1999
Diploma
Dixie Yeck's Edelman Financial Services Experience August 2011 - Present
Job Senior Registered Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services August 2011 - Present
Northwestern Mutual February 2008 - 2009
Edward Jones 2006 - 2006
Procter & Gamble 2004 - 2006
Enron 1999 - 2001
WorldCom 1992 - 2000
Skills
Series 7, Series 63, Financial Services, National Accounts, Sales, Finance, Recruiting, Talent Acquisition, Investments, Retirement Planning, Strategy, Leadership Development, Social Networking, Direct Sales, Building Relationships, Process Improvement, Public Speaking, Event Planning, Team Building, Team Leadership, Financial Analysis, Microsoft Word, Customer Service, Blogging, Interviews, Project Management, 401k, CRM databases, Salesforce.com, Employee Benefits, Microsoft Excel, Series 66
Education
University of Illinois at Urbana-Champaign 1983 — 1988
Bachelor of Science (B.S.), Biology, General
Universitat de Barcelona 1986 — 1987
Concentration, Spanish Language, Literature
High School
Edelman Financial Services August 2011 - Present
Northwestern Mutual February 2008 - 2009
Edward Jones 2006 - 2006
Procter & Gamble 2004 - 2006
Enron 1999 - 2001
WorldCom 1992 - 2000
Skills
Series 7, Series 63, Financial Services, National Accounts, Sales, Finance, Recruiting, Talent Acquisition, Investments, Retirement Planning, Strategy, Leadership Development, Social Networking, Direct Sales, Building Relationships, Process Improvement, Public Speaking, Event Planning, Team Building, Team Leadership, Financial Analysis, Microsoft Word, Customer Service, Blogging, Interviews, Project Management, 401k, CRM databases, Salesforce.com, Employee Benefits, Microsoft Excel, Series 66
Education
University of Illinois at Urbana-Champaign 1983 — 1988
Bachelor of Science (B.S.), Biology, General
Universitat de Barcelona 1986 — 1987
Concentration, Spanish Language, Literature
High School
Bill Hoffman, CFP®'s Edelman Financial Services Experience May 2013 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services May 2013 - Present
The Rise School of Austin October 2008 - Present
WJ Hoffman Investments, Ltd. June 1997 - Present
USAA May 2011 - May 2013
Ehlert Financial Group November 2008 - May 2011
Protected Tomorrows October 2008 - May 2011
The Rise School of Austin July 2000 - January 2009
Virtus Private Wealth Management April 2007 - November 2008
Lowenberg Wealth Management Group, Inc. July 1999 - October 2006
Cornerstone Securities/Reuters June 1997 - June 1999
Education
Trinity University 1985 — 1989
Bachelor of Science, Finance
SJC
Edelman Financial Services May 2013 - Present
The Rise School of Austin October 2008 - Present
WJ Hoffman Investments, Ltd. June 1997 - Present
USAA May 2011 - May 2013
Ehlert Financial Group November 2008 - May 2011
Protected Tomorrows October 2008 - May 2011
The Rise School of Austin July 2000 - January 2009
Virtus Private Wealth Management April 2007 - November 2008
Lowenberg Wealth Management Group, Inc. July 1999 - October 2006
Cornerstone Securities/Reuters June 1997 - June 1999
Education
Trinity University 1985 — 1989
Bachelor of Science, Finance
SJC
Andrew Coyne's Edelman Financial Services Experience May 2015 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2015 - Present
Charles Schwab January 2008 - May 2015
Charles Schwab 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Leadership, Business Development, Strategic Planning, Project Management, Business Strategy, Customer Service, Contract Negotiation, Portfolio Management, Series 7, Series 63, Relationship Management, Sales Management, Strategic Financial..., Series 24, Banking, Negotiation, Uniform Combined State..., Series 65, Vendor Management, Risk Management
Education
University of Maryland University College College Park Maryland 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland University College
Bachelor's of Science, Business
Edelman Financial Services May 2015 - Present
Charles Schwab January 2008 - May 2015
Charles Schwab 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Leadership, Business Development, Strategic Planning, Project Management, Business Strategy, Customer Service, Contract Negotiation, Portfolio Management, Series 7, Series 63, Relationship Management, Sales Management, Strategic Financial..., Series 24, Banking, Negotiation, Uniform Combined State..., Series 65, Vendor Management, Risk Management
Education
University of Maryland University College College Park Maryland 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland University College
Bachelor's of Science, Business
Colleen Lockard's Edelman Financial Services Experience June 2015 - Present
Job Multimedia Designer at Edelman Financial Services
Industry Marketing and Advertising
Experience
Edelman Financial Services June 2015 - Present
Bishopsgate Communications April 2000 - Present
Envision Experience December 2013 - January 2015
Digicon Corporation (Herndon, VA) March 2009 - October 2013
Bellamah Neuhauser & Barrett, Inc. 1980 - 1987
Skills
Web Design, Web Development, HTML, Logo Design, Graphic Design, CSS, Adobe Acrobat, Social Media, Graphics, Email Marketing, Flash, Adobe Creative Suite, SEO, User Experience, Photoshop, jQuery, InDesign, Multimedia, Dreamweaver, Web Applications, HTML 5, Illustrator, XHTML, Advertising, Website Development, CSS3, JavaScript, PHP, Drupal, Section 508, Visio, Content Management, Adobe Fireworks, User Interface Design, Responsive Web Design, HTML5
Education
University of Maryland College Park 1987 — 1990
Design
George C. Marshall High School 1969 — 1973
Edelman Financial Services June 2015 - Present
Bishopsgate Communications April 2000 - Present
Envision Experience December 2013 - January 2015
Digicon Corporation (Herndon, VA) March 2009 - October 2013
Bellamah Neuhauser & Barrett, Inc. 1980 - 1987
Skills
Web Design, Web Development, HTML, Logo Design, Graphic Design, CSS, Adobe Acrobat, Social Media, Graphics, Email Marketing, Flash, Adobe Creative Suite, SEO, User Experience, Photoshop, jQuery, InDesign, Multimedia, Dreamweaver, Web Applications, HTML 5, Illustrator, XHTML, Advertising, Website Development, CSS3, JavaScript, PHP, Drupal, Section 508, Visio, Content Management, Adobe Fireworks, User Interface Design, Responsive Web Design, HTML5
Education
University of Maryland College Park 1987 — 1990
Design
George C. Marshall High School 1969 — 1973
Hamilton Clark's Edelman Financial Services Experience November 2014 - Present
Job Financial Planning Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services November 2014 - Present
Morgan Stanley November 2011 - November 2014
Morgan Stanley Smith Barney March 2010 - November 2011
Parker Tide Corp September 2009 - March 2010
Corporate Executive Board September 2007 - December 2008
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Vanderbilt University 2004 — 2007
BA, Political Science (International Relations)
Edelman Financial Services November 2014 - Present
Morgan Stanley November 2011 - November 2014
Morgan Stanley Smith Barney March 2010 - November 2011
Parker Tide Corp September 2009 - March 2010
Corporate Executive Board September 2007 - December 2008
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Vanderbilt University 2004 — 2007
BA, Political Science (International Relations)
Ashley A. Staring's Edelman Financial Services Experience February 2015 - July 2015
Job Senior Recruiter, Resource Advisors at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP July 2015 - Present
Edelman Financial Services February 2015 - July 2015
HireStrategy January 2014 - February 2015
EDMC May 2012 - January 2014
Skills
Recruiting, Interviews, Talent Acquisition, Customer Service, Microsoft Office, Microsoft Excel, Admissions, College Recruiting, Career Counseling, General Awesomeness, Teaching, Change Management, Educational Leadership, Learning Management, Social Sciences, Marketing Communications, Employee Relations, Performance Management, Organizational..., Brand Management, Event Based Marketing, Historical Research
Education
University at Buffalo
Bachelor's Degree, Interdisciplinary Social Science; Concentrations: Health & Human Service; Early Childhood Education, Magna Cum Laude
Dixon Hughes Goodman LLP July 2015 - Present
Edelman Financial Services February 2015 - July 2015
HireStrategy January 2014 - February 2015
EDMC May 2012 - January 2014
Skills
Recruiting, Interviews, Talent Acquisition, Customer Service, Microsoft Office, Microsoft Excel, Admissions, College Recruiting, Career Counseling, General Awesomeness, Teaching, Change Management, Educational Leadership, Learning Management, Social Sciences, Marketing Communications, Employee Relations, Performance Management, Organizational..., Brand Management, Event Based Marketing, Historical Research
Education
University at Buffalo
Bachelor's Degree, Interdisciplinary Social Science; Concentrations: Health & Human Service; Early Childhood Education, Magna Cum Laude
Kevin Jaksch's Edelman Financial Services Experience January 2014 - Present
Job Regional Director at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2014 - Present
Charles Schwab January 1993 - January 2014
Skills
Wealth Management, Series 7, Series 63, Investments, FINRA, Mutual Funds, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Financial Services, Asset Management, Strategic Financial..., Equities, Retirement Planning, Alternative Investments, Investment Management
Education
University of Southern California 1989 — 1992
BS
University of Southern California 1989 — 1992
Edelman Financial Services January 2014 - Present
Charles Schwab January 1993 - January 2014
Skills
Wealth Management, Series 7, Series 63, Investments, FINRA, Mutual Funds, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Financial Services, Asset Management, Strategic Financial..., Equities, Retirement Planning, Alternative Investments, Investment Management
Education
University of Southern California 1989 — 1992
BS
University of Southern California 1989 — 1992
Ruth Sully's Edelman Financial Services Experience July 2013 - Present
Job Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services July 2013 - Present
Edelman Financial Group 2008 - 2012
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Retirement, Asset Allocation, Asset Managment, Investments, Portfolio Management, Wealth Management...
Education
University of Colorado at Boulder 1967 — 1971
BS, Education, Psychology, English
Edelman Financial Services July 2013 - Present
Edelman Financial Group 2008 - 2012
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Retirement, Asset Allocation, Asset Managment, Investments, Portfolio Management, Wealth Management...
Education
University of Colorado at Boulder 1967 — 1971
BS, Education, Psychology, English
Diane DeNaples Jensen's Edelman Financial Services Experience March 1998 - Present
Job Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services March 1998 - Present
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Series 7
Education
The Ohio State University 1971 — 1975
BS
Edelman Financial Services March 1998 - Present
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Series 7
Education
The Ohio State University 1971 — 1975
BS
Scott Butera's Edelman Financial Services Experience June 2006 - Present
Job Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services June 2006 - Present
Education
University of Maryland College Park
Edelman Financial Services June 2006 - Present
Education
University of Maryland College Park
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY