Edward Jones

Industry: Investment company


Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)

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11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Edward Jones Employees

Elizabeth Cothran Elizabeth Cothran Benton, Kentucky Details
Elizabeth Cothran's Edward Jones Experience December 2006 - November 2007
Job Experienced Records Management
Industry Information Services
LATA Environmental Services of Kentucky   April 2015 - Present
The Girl Scouts of Kentuckiana  November 2004 - October 2014
Edward Jones   December 2006 - November 2007

Volunteer Management, Public Speaking, Event Planning, Customer Service, Nonprofits, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Leadership Development

American InterContinental University   2007 — 2010
Associate's degree, Business Administration and Management, General

Marshall County High School   1981 — 1986

Jeff Egan Jeff Egan Mountain View, California Details
Jeff Egan's Edward Jones Experience September 2006 - July 2008
Job Assistant Football Coach at St. Francis High School
Industry Primary/Secondary Education
St. Francis High School  June 2013 - Present
St. Francis High School  January 2014 - January 2015
Archbishop Mitty High School  July 2012 - December 2012
Cisco  February 2011 - April 2011
Apple  August 2008 - February 2011
Edward Jones   September 2006 - July 2008
Apple  August 2004 - August 2006
Apple  May 2002 - August 2004
City of Sunnyvale  April 1995 - May 2002

Finance, Football, Leadership, Microsoft Excel, Microsoft Word, Data Analysis, OS X, Strategic Planning, Management, Teamwork, Statistics, Budgets, Team Leadership, Strategy

University of San Francisco   1998 — 2001
Bachelor of Science (BS), Economics

Satish & Yasmin Gupta College of Business
Master of Business Administration (M.B.A.)

Saint Francis High School

Margaret Foushee Margaret Foushee Greater St. Louis Area Details
Margaret Foushee's Edward Jones Experience November 2012 - January 2013
Job Lead IT Engineer
Industry Information Technology and Services
Savvis Communications  August 2014 - Present
Missouri Air National Guard  October 2012 - Present
Oakwood Systems Group  April 2014 - August 2014
Federal Reserve Bank of St. Louis  January 2014 - April 2014
Jacobs Technology  August 2013 - January 2014
AT&T  July 2013 - September 2013
FleishmanHillard  February 2013 - June 2013
Edward Jones   November 2012 - January 2013
U.S. Transportation Command (USTRANSCOM)   February 2012 - November 2012
US Air Force Reserve  May 2006 - October 2012

Security Clearance, Military, Security, Active Directory, Network Administration, Servers, Information Assurance, Network Security, Command, Windows Server, System Administration, Troubleshooting, DoD, Military Operations, Microsoft Exchange, Security+, Disaster Recovery, SharePoint, Help Desk Support, Computer Security, Information Security

American InterContinental University   2005 — 2005
Associate's degree, Business Administration and Management, General

Pam Lindenthal Pam Lindenthal Akron, Colorado Details
Pam Lindenthal's Edward Jones Experience February 2014 - August 2015
Job Site Coordinator at GOAL Academy
Industry Health, Wellness and Fitness
GOAL Academy  August 2015 - Present
Washington County Coroners Ofc   June 2014 - Present
Edward Jones   February 2014 - August 2015
Northeast Colorado Health Department  June 2011 - June 2013
Northeast Colorado Health Department  August 2007 - May 2013
Northeast Colorado Health Department  April 2007 - September 2011
Northern Colorado AIDS Project  July 2003 - April 2007

Community Outreach, Mental Health, Grant Writing, Training Delivery, Public Health, Customer Service, Case Managment, Logistics, Inventory Management, Site Inspections, Regulatory Guidelines, Consulting, Data Entry, Medical Records, Communication Skills, Case Management, Training, Nonprofits, Event Planning

Aims Community College   1989 — 1990
Associate of Arts and Sciences (AAS), Marketing/Marketing Management

Poudre High School   1980 — 1983
Gen Ed

Colorado State University   1981 — 1982
Freshman College Courses

Christopher Branche Christopher Branche Anchorage, Alaska Details
Christopher Branche's Edward Jones Experience July 2013 - October 2013
Job Business Process Analyst at Anchorage Water & Wastewater
Industry Utilities
Anchorage Water & Wastewater   December 2014 - Present
Enstar Natural Gas Company  April 2014 - November 2014
Audio Visual Installation and Design   December 2013 - April 2014
Edward Jones   July 2013 - October 2013
Enstar Natural Gas Company  April 2013 - July 2013
Rick Miller Productions   February 2013 - April 2013
Enstar Natural Gas Company  2007 - 2012

Fundraising, Nonprofits, Customer Service, PowerPoint, Project Management, Work Well Independently, Composition, Critical Thinking, Business Strategy, Windows, Business, Problem Solving, Finance, Corporate Finance, Creativity, Thought Leadership, Oil & Gas Industry, Non-profits, Theatrical Electrician, Choreography, Acting, Management, Performing Arts, Teaching, Stage, Dance, Training, Outlook, Microsoft Excel, Public Speaking, Leadership, Sales, Microsoft Office

Alaska Pacific University   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

University of Alaska Anchorage   2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General

June Barrett June Barrett Dallas/Fort Worth Area Details
June Barrett's Edward Jones Experience 2012 - 2014
Job Regulator for Texas Racing Commission and Bartender at Top Golf
Industry Government Administration
Texas Racing Commission  March 2015 - Present
Top Golf  February 2015 - July 2015
Silverleaf Resorts  July 2014 - October 2014
Lone Star Park at Grand Prairie  May 2014 - July 2014
Rumors Bar & Grill   December 2012 - May 2014
Edward Jones   2012 - 2014
Add-a-Staff   May 2013 - November 2013
2 Kats Live Jazz Cafe   October 2011 - February 2012
Atlantis Trading   2001 - 2012
Brooklyn Jazz Cafe   January 2011 - October 2011

Sales, Bartending, Customer Service, Hospitality Industry, Fashion, Apparel, Sales Management, Visual Merchandising, Merchandising, Microsoft Office, Microsoft Excel, PowerPoint, Access, Social Media, Time Management, Administrative..., Retail

American Business & Technical University   2013 — 2013
Technical Diploma, Business Administration, Management and Operations, 97.

American InterContinental University   1993 — 1997
Bachelor of Fine Arts (BFA), Fashion/Apparel Design

Trenton Davis Trenton Davis Macon, Georgia Details
Trenton Davis's Edward Jones Experience 2002 - 2006
Job Retired at Macon,Georgia
Industry Financial Services
Macon,Georgia   April 2007 - Present
Georgia  April 1998 - September 2007
Edward Jones   2002 - 2006

Sales Management, Customer Service, Management, Marketing, Strategic Planning, Marketing Strategy, Advertising, Social Media Marketing, Banking, Process Improvement, Public Speaking, Insurance, Financial Analysis, Finance, Business Strategy, Business Development, Program Management, Contract Negotiation

Abraham Baldwin Agricultural College   1962 — 1964
Bachelor of Science (BS), Agriculture, General

David Stefl David Stefl Minneapolis, Minnesota Details
David Stefl's Edward Jones Experience March 2008 - May 2013
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Ameriprise Financial Services, Inc.   October 2014 - Present
LPL Financial  June 2013 - September 2014
Edward Jones   March 2008 - May 2013
Shawano Shell   April 2001 - October 2008

University of Wisconsin-Green Bay   2005 — 2007
Bachelor's Degree, Business Administration

College of Menominee Nation   2003 — 2004
Associate's Degree, Business Administration

Cynthia Schmear Cynthia Schmear Greater Milwaukee Area Details
Cynthia Schmear's Edward Jones Experience July 1998 - July 2008
Job Operations Director at Elmbrook Church; Independent Real Estate Broker at CLS Real Estate
Industry Religious Institutions
Elmbrook Church  October 2012 - Present
CLS Real Estate   2006 - Present
Coldwell Banker Residential Brokerage  July 2009 - November 2012
Coldwell Banker Residential Brokerage  July 2006 - December 2008
Edward Jones   July 1998 - July 2008

Microsoft Office, Outlook, Group Presentations, Presenter, Organizing, Social Networking, Staff Training, Relationship Development, Marketing, Inter-personal, Sellers, Customer Service, Recruiting, Event Planning, Microsoft Word, Relocation, Advertising, Public Speaking, Real Estate, Social Media, Training, Data Entry, Team Building, Leadership, Microsoft Excel, Property, Real Estate Transactions, Online Advertising, Newsletters, Residential Homes, Listings, First Time Home Buyers, New Home Sales, Sales, Email Marketing

Alverno College   2009 — 2012
Bachelor of Arts (B.A.), Professional Communication/Business Management, 3.85

Ann Shafer-Schmidt Ann Shafer-Schmidt Charleston, South Carolina Area Details
Ann Shafer-Schmidt's Edward Jones Experience July 2010 - July 2011
Job Mortgage Loan Processor at Peoples Bank Mortgage
Industry Professional Training & Coaching
Peoples Bank Mortgage, Mendenhall, MS   April 2015 - Present
Dunhill Staffing Systems  December 2014 - February 2015
Software Specialists  April 2013 - October 2014
Kohl's Department Stores  November 2012 - December 2013
OptionC   July 2011 - April 2013
Edward Jones   July 2010 - July 2011
Manpower Inc.  April 2010 - July 2010
Alverno College  May 2007 - July 2009
JP Morgan Chase 1984 ­ 2009   August 1984 - June 2009
Chase Bank  August 1984 - June 2009

Analysis, Outlook, Management, Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Corporate Communications, Coaching, Microsoft Word, Customer Service, Sales Process, Executive Coaching, Executive Communications, Project Implementation, Office Administration, Managing Others, Yoga, Pilates, Adobe Software, Word, Excel, Multimedia, Business Travel, Windows Movie Maker, Creative Writing, Adobe Creative Suite, Pinnacle Studio, XP, Vista, Windows 7, Office Equipment, Project Coordination, Records Management, Database Administration, Web Design, Dreamweaver, Project Evaluation, SharePoint, Network Development, MS Project, Team Building, Time Management, Training, Software Documentation, Leadership, Team Leadership, Project Management, Project Planning, Editing

Alverno College   2012 — 2015
Masters, Adult Education/Professional Development

Alverno College   2003 — 2007
BA, Communication, Management, Technology, Honors

Central Missouri State University   1979 — 1988
NA, Business/Textiles

Park Hill High School   1976 — 1980
Diploma, General Studies

Gale Withers Gale Withers Temple, Pennsylvania Details
Gale Withers's Edward Jones Experience September 2004 - May 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Ameriprise Financial Services, Inc.   May 2012 - Present
Edward Jones   September 2004 - May 2012
Carpenter Technology  May 1994 - February 2004
Carpenter Technology  May 1994 - July 1998

St. Joseph's University   1985 — 1990
Master of Business Administration (M.B.A.), Finance, General

Albright College   1980 — 1984
Bachelor of Science (BS), Accounting

Cherie Harris Cherie Harris Cleveland/Akron, Ohio Area Details
Cherie Harris's Edward Jones Experience June 2004 - March 2013
Job Client Service Associate at The Wealth Advisory Group of DiLauro Wracher & Thomas
Industry Financial Services
The Wealth Advisory Group of DiLauro Wracher & Thomas   March 2014 - Present
Wells Fargo Advisors  March 2013 - March 2014
Edward Jones   June 2004 - March 2013

Event Planning, Team Building, Fundraising, Investments, Mutual Funds, Securities, Bonds, 401k, Microsoft Excel, Microsoft Word, Trading, Relationship Management, Term Life Insurance, Long-term Care, Equities, Life Insurance, Long-term Customer..., Manage Client..., Manage client..., Databases, Database Administration, PowerPoint, Typing 65 W.P.M, Supply Ordering, Manage Correspondence, Marketing Strategy, Corporate Communications, Appointment Scheduling, Create SOP's, Mentoring New Hires, Employee Training, Client Billing, Payment Systems, Inventory Management, Handle Confidential..., Client Confidentiality, Exceeding Customer..., Coordinate Meetings, Coordinate Events, Non-profit Volunteer, Screen Communications, Highly detail oriented, Organizational..., Proprietary Software, Compliance, Highly Reliable, 10 Key, Project Management, Quality Management, Microsoft Outlook

Ashford University   2009 — 2011
Bachelor's degree, Business Administration and Management, General

Fortis College-Ravenna   2006 — 2008
Associate's degree, Business Administration and Management, General

Dillon Tisch Dillon Tisch Irvine, California Details
Dillon Tisch's Edward Jones Experience February 2011 - June 2011
Job Associate Underwriter MidCorporate
Industry Insurance
Scottrade  March 2012 - August 2013
Edward Jones   February 2011 - June 2011
Scottrade  December 2009 - February 2011

Finance, Investments, Marketing, Time Management, Financial Modeling, Financial Analysis, Bloomberg, Equities, Valuation, Fixed Income, Options, Securities, Portfolio Management, Economics, Microsoft Office, Customer Service, Social Media, Analysis, Microsoft Excel, Management

London South Bank University   2014 — 2015
Master’s Degree, International Business Finance

Fachhochschule Mainz   2013 — 2013
Master’s Degree, International Business Finance

Cal State Fullerton   2008 — 2011
Business Administration, Finance

Loren Wright Loren Wright Greeley, Colorado Details
Loren Wright's Edward Jones Experience March 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   March 2009 - Present

Business Retirement..., Education Savings, Equity Investments, Estate Considerations, Exchange-traded Funds, Fixed-income Investments, Individual Retirement..., Insurance, Mutual Funds, Retirement Plan...

Adams State University   2005 — 2008
Bachelor of Science (BS), Accounting and Finance

David Mancuso David Mancuso Cornelius, North Carolina Details
David Mancuso's Edward Jones Experience October 2003 - November 2005
Job Surveillance Analyst at LPL Financial
Industry Financial Services
LPL Financial  January 2014 - Present
PNC Bank  April 2012 - January 2014
PNC Investments  January 2011 - April 2012
BNY Mellon, Corporate Trust   August 2010 - January 2011
Chez Cirque Dueling Pianos and More   December 2009 - June 2010
Michael Murphy's Dueling Piano Bar   June 2009 - December 2009
Entertainment Concepts Investors, Inc   September 2008 - May 2009
Wells Fargo Bank  September 2007 - August 2008
M&T Bank  November 2005 - September 2007
Edward Jones   October 2003 - November 2005

Strategic Financial..., Training, Nonprofits, 401k, Finance, Investments, Project Management, Retirement, Superior Client Service, Securities, Risk Management, Sales

Allegheny College   1998 — 2002
Bachelor of Science, Mathematics

Derek Chowen Derek Chowen Charlevoix, Michigan Details
Derek Chowen's Edward Jones Experience August 2000 - January 2009
Job Entrepreneur
Industry Marketing and Advertising
Two Scotch Funk Productions   April 2009 - Present
Edward Jones   August 2000 - January 2009
Chowen & Associates   February 1993 - July 2000

Microsoft Office, Customer Service, Research, Strategic Planning, Microsoft Excel, Negotiation, Microsoft Word, New Business Development, PowerPoint, Business Strategy, Marketing, Project Management, Social Media Marketing, Leadership, Account Management, Sales, Marketing Strategy, Business Development, Budgets, Recruiting, Business Planning, Team Building, Marketing Communications, Forecasting, Management, Social Networking, Advertising, Strategy, Market Research, Training, Coaching, Fundraising, Public Relations, Financial Analysis, Event Planning, Team Leadership, Sales Management, Event Management, Social Media, Entrepreneurship, Analysis, Leadership Development

Northern Michigan University   1991 — 1993

Alpena Community College   1990 — 1991

Kim Plzak Kim Plzak Cleveland/Akron, Ohio Area Details
Kim Plzak's Edward Jones Experience July 2015 - Present
Job Edward Jones
Industry Financial Services
Edward Jones   July 2015 - Present
Lorain County Community College  February 2013 - July 2015
Leadership Lorain County  2013 - 2015
Leadership Lorain County  2013 - 2015
KeyBank  March 2011 - December 2012
FirstMerit Bank  October 2008 - February 2011
First Place Bank  June 2006 - October 2008
Lorain National Bank  September 1997 - June 2006
KeyBank  August 1988 - September 1997

Banking, Loans, Commercial Banking, Commercial Lending, Mortgage Lending, Finance, Small Business Lending, Consumer Lending, Treasury Management, Credit, SBA, Lines Of Credit, Financial Analysis, Credit Analysis, Strategic Planning, Small Business Marketing, Small Business, Business Planning, Management, Public Speaking, Cash Flow, Risk Management

Adrian College   1986 — 1988
BA, Business Administration

Davenport University   1984 — 1986
Associates, Retail Management & Merchandising

Cindy Prine Cindy Prine Phoenix, Arizona Details
Cindy Prine's Edward Jones Experience November 2006 - March 2009
Job Financial Services Professional
Industry Financial Services
Edward Jones   November 2006 - March 2009
Washington Mutual Bank  August 2005 - March 2008
National Bank of Arizona  2004 - 2006

Mortgage Lending, Loans, Credit, Loan Origination, Refinance, Banking, Commercial Lending, Residential Mortgages, Mortgage Banking, Consumer Lending, Small Business Lending, Credit Analysis

International Academy of Hair Design   1987 — 1988
Completion of the Cosmotology Course Competency 1600 Hour Program

Horizona High School

Seth Kirk Seth Kirk Louisville, Kentucky Area Details
Seth Kirk's Edward Jones Experience January 2008 - December 2009
Job Partner, Reasearch at Williams Inference
Industry Management Consulting
Williams Inference Services   January 2012 - Present
Raven Hill Partners   June 2011 - January 2012
Hilliard Lyons  December 2009 - June 2011
Edward Jones   January 2008 - December 2009

Seeing the Bigger..., Contextual Analysis, Current Affairs, Research, Reading Comprehension, Editorial, Creative Writing, Weaving, Mutual Funds, Financial Planning, Equities, Investment Portfolio, Financial Research, Strategy, Public Speaking, Financial Modeling, Strategic Financial...

University of Kentucky   2003 — 2007
BSBE, Economics

University of Kentucky   2003 — 2007
BBA, Finance

University of Kentucky   2003 — 2007
Minor, International Business

Alliance Manchester Business School   2006 — 2006
Study Abroad, International Economics

Herve Guillemot Herve Guillemot Greater St. Louis Area Details
Herve Guillemot's Edward Jones Experience InternPARIBAS1995 - 1995
Job Senior Programmer at Edward Jones
Industry Financial Services
Edward Jones   InternPARIBAS1995 - 1995
PARIBAS  1995 - 1995

Business Analysis, SQL, Risk Management, Project Management, SDLC, Software Project..., Leadership, Unix, Integration, Software Documentation

Université Panthéon Sorbonne (Paris I)   1994 — 1995
DEA, Monnaie, Banque, Finance

Ecole normale supérieure de Lettres et Sciences humaines

Washington University in St. Louis

Lisa Rife Lisa Rife Tulsa, Oklahoma Area Details
Lisa Rife's Edward Jones Experience November 2005 - December 2006
Industry Hospital & Health Care
Visiting Angels  January 2014 - Present
Edward Jones   November 2005 - December 2006
Edward Jones   January 1998 - May 1999
Jane Phillips Medical Center  September 1995 - April 1997
Washington County Court House   March 1994 - October 1994

Customer Service, Data Entry, Administration, Outlook, Research, Microsoft Word, Telephone Skills, Coaching, Event Planning, Leadership Development, Public Speaking, Strategic Planning, Leadership, Team Building

Tri County Technology Center   2010 — 2010
Medical Coding and Billing, Medical Coding and Billing, 4.0

Rogers State University   1995 — 1996
General, 3.86

Independence Community College   1990 — 1991
Cosmetology, Cosmetology/Cosmetologist, General, 4.0

Dewey High School   1981 — 1985

Alyssa Tarrant Alyssa Tarrant Greater St. Louis Area Details
Alyssa Tarrant's Edward Jones Experience June 2015 - August 2015
Job Student at Olin Business School
Industry Human Resources
Edward Jones   June 2015 - August 2015
Alpha Omicron Pi- Delta Kappa Chapter   November 2013 - November 2014
Com-Pac International   May 2014 - August 2014
Marion Regional Humane Society   July 2013 - August 2013
Papa Murphy's  May 2012 - August 2012

Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Communication, Leadership, Research, Organization, Event Planning, Community Service, CorelDRAW

Washington University in St. Louis - Olin Business School   2012 — 2016
Bachelor of Science in Business Administration (BSBA), Economics & Strategy and Organization & Human Resource Management, Senior

Maastricht University School of Business and Economics   2015 — 2015

Marion High School   2008 — 2012

Shannon (Carraway) Gilman Shannon (Carraway) Gilman Greater Denver Area Details
Shannon (Carraway) Gilman's Edward Jones Experience December 2010 - April 2013
Job CAM Services
Industry Facilities Services
Common Area Maintenance Services   April 2014 - Present
Bears Inn Bed & Breakfast   July 2013 - Present
Self  June 2011 - Present
Apex Electric Inc   December 1996 - Present
Edward Jones   December 2010 - April 2013

Mutual Funds, Retirement Planning, Investments, Insurance, Securities, Uniform Combined State..., Fixed Annuities, Strategic Financial..., Wealth Management, Office Administration, Outlook, Office Management, Retirement, Administrative..., Life Insurance, Customer Service, Investment Advisory, Financial Advisory, Accounts Payable, 401k, IRAs, Asset Allocation, Investment Strategies, Budgets, Process Scheduler, Long-term Care, Bonds, FINRA, Pensions, Disability Insurance, Stocks, Term Life Insurance, Investment Management, Long Term Care Insurance, Financial Services, Account Reconciliation, Portfolio Management, Fixed Income, Morningstar, Asset Managment, Equities, Calendars, Call Center, Mortgage Lending, Options, Payroll, Social Networking, Employee Benefits, Calendaring, Human Resources

Adams State College   1994 — 1995

Deborah Dickson Deborah Dickson Savannah, Georgia Area Details
Deborah Dickson's Edward Jones Experience March 2010 - July 2013
Job Candidate for Juris Doctor
Industry Law Practice
Savannah Law School  August 2012 - Present
Edward Jones   March 2010 - July 2013
Two Gals Dog Sitting   April 2011 - 2012
Young Professionals of Savannah   2007 - 2011
South magazine  November 2009 - February 2010
Savannah Kitchen & Bath   November 2006 - November 2009
Wiley Dickson   2007 - 2008
Stout Marketing  May 2006 - November 2006
JC Penney  December 2002 - May 2006

QuickBooks, Customer Service, Event Planning, Microsoft Office, Pets, Marketing Strategy, Social Media Marketing, Marketing, Sage, Advertising, Public Relations, Social Media, Sales, Strategic Planning, Public Speaking, Account Management, Management, Small Business, Online Advertising, Time Management, Negotiation, Business Development, Event Management, Market Research, Teamwork, Budgets, Marketing Communications, Training, Team Leadership, Insurance, Social Networking, Microsoft Excel, Email Marketing, Facebook, Project Planning, Leadership, New Business Development, Non-profits, PowerPoint, Recruiting, Outlook, Editing, Project Management, Entrepreneurship, Pet Sitting, Team Building, Sales Management, Direct Marketing

Savannah Law School   2012 — 2016
Juris Doctor (J.D.), Law

University of Georgia - Terry College of Business   2000 — 2002
B.B.A., Marketing

Wake Forest University   1999 — 2000

Daniel Zaloudek Daniel Zaloudek Downers Grove, Illinois Details
Daniel Zaloudek's Edward Jones Experience February 2008 - October 2008
Job Operations Associate at Essen Nutrition Corporation
Industry Financial Services
Essen Nutrition Corporation   February 2011 - Present
Great Lakes Financial Partners   August 2009 - December 2009
First Investors Corporation  February 2009 - June 2009
Edward Jones   February 2008 - October 2008

Risk Management, Mutual Funds, Retirement Planning, Sales, Customer Service, Microsoft Excel, Investments, Budgets, Stocks, Securities

American InterContinental University   2013 — 2015
Bachelor's Degree, Finance, General

College of DuPage   2004 — 2006

Downers Grove North High School   1991 — 1995

David G. Dudziak David G. Dudziak Dallas/Fort Worth Area Details
David G. Dudziak's Edward Jones Experience October 2007 - November 2011
Job Texas Sentry Inspections
Industry Real Estate
JPMorgan Securities LLC  December 2011 - October 2013
Edward Jones   October 2007 - November 2011
History Maker Homes  January 1998 - May 2007
IKON Office Solutions  February 1998 - August 1998
Amre, Inc   January 1988 - January 1997
Busia's Polish Pub   January 1980 - January 1986

Home Inspections, Client Relations Skills, Report Writing, Residential Homes, Customer Care, Client Communication, New Home Building, Quality Assurance, Warranty Service, Home Warranty, Customer Retention, Management, Construction Management, Community Service, Planning & Zoning, Customer Service

American Home Inspectors Training
Home Inspection

Western Illinois University   1976 — 1978
Bachelor of Science

Securities licenses: Series 7 and Series 66

Rapport Leadership International

True North Development; Customer Satisfaction & Trade Partner Training

Stagen Integral Leadership

David Patenge David Patenge Greater New York City Area Details
David Patenge's Edward Jones Experience November 2012 - February 2014
Job Financial Advisor
Industry Financial Services
Edward Jones   November 2012 - February 2014
Triumvirate Capital Management, LLC   2006 - 2008
Parker Global Strategies  2005 - 2006
Barkston Group, LLC   2002 - 2005
Horton International  1997 - 2002
Handy HRM Corporation   1996 - 1997
Morgan Stanley  1984 - 1994
Security Pacific Bank (Now Bank of America)   1981 - 1984
Allied Bank International   1976 - 1980
Central Intelligence Agency  1972 - 1974

Hedge Funds, Start-ups, Investment Banking, Asset Management, Portfolio Management, Research, Microsoft Office, Asset Managment, Investor Relations, Wealth Management, Fund Of Funds, Emerging Markets, Credit Risk, Marketing, Relationship Management, Overseas Experience, Institutional Selling, Financial Markets, Capital Markets, Mutual Funds, Series 7, Series 66, Investment Advisory, Retirement Planning, Saving for Education, Personal Financial..., Executive Search, Securities, Investments

Thunderbird School of Global Management   1975 — 1975
Master of Business Administration (M.B.A.)

University of Michigan   1970 — 1971
Master's Degree

Michigan State University   1966 — 1968
Bachelor's Degree

Albion College   1964 — 1966

Brian Weeden Brian Weeden El Paso, Texas Details
Brian Weeden's Edward Jones Experience 2011 - 2013
Job Field Engineer at Lockheed Martin
Industry Defense & Space
Lockheed Martin  June 2014 - Present
Yucca Council, Boy Scouts of America   November 2011 - December 2014
Girl Scout of America   October 2012 - May 2014
Bankers Life and Casualty Company  September 2013 - February 2014
US Army  March 2011 - May 2013
Edward Jones   2011 - 2013
US Army  October 2010 - March 2011
US ARMY  May 2010 - November 2010
US Army  July 2002 - June 2004
US Army  2004 - 2004

Military Leadership, Military Operations, Army, Military, Force Protection, DoD, Operational Planning, Training, Defense, Leadership, Security Management, Weapons, Intelligence Analysis, Trainers E.D.G.E., Youth Mentoring, Microsoft Office, Microsoft Excel, 10 Key, QuickBooks, Quick Study, Military Experience, Security Clearance, Tactics, Intelligence, Command, Management, Government, Supervisory Skills, Risk Assessment, Strategic Leadership, Organizational..., Crisis Management, Security

Northcentral University   2014 — 2016
Master's Degree, Project Management

American InterContinental University   2007 — 2009
BA, Finance and Accounting

American InterContinental University   2007 — 2008
AA, Business Management

Darius Jones Darius Jones Atoka, Tennessee Details
Darius Jones's Edward Jones Experience January 2007 - January 2008
Job Insurance Agent at Farmers Insurance
Industry Insurance
Farmers Insurance  January 2012 - Present
Wells Fargo  December 2008 - January 2011
Edward Jones   January 2007 - January 2008

Series 7, Series 66, Property & Casualty..., Health and Accidental..., Life Insurance, Variable Contracts, Retirement Planning

University of Tennessee at Martin   2009 — 2011
Master in Business Administration, Banking and Financial Services

American InterContinental University   2004 — 2007
Bachelor in Business Administration, Finance

Bajeed Pattan Bajeed Pattan Greater St. Louis Area Details
Bajeed Pattan's Edward Jones Experience October 2005 - Present
Job Technical Consultant at Edward Jones
Industry Financial Services
Edward Jones   October 2005 - Present
AT&T  September 2004 - October 2005
Wipro Technologies  January 1999 - September 2004
BAeHAL Software Ltd  June 1997 - January 1999

DB2, Weblogic, Oracle, JMS, SQL, Java, J2EE, Trading, Mutual Funds, Annuities, Maven, JavaScript, AJAX, CVS, Eclipse, Spring, Struts, Unix Shell Scripting, Unix, Tomcat, JSP, Agile Methodologies, Enterprise Architecture, Web Services, XML, Requirements Analysis, Software Project..., Software Development, jQuery, Solution Architecture, HTML, Business Intelligence, EJB, JDBC, Hibernate, Ant, JUnit, SOAP, Servlets, XSLT, Python, Active Portfolio..., GNU Octave, Machine Learning, Java Enterprise Edition

Nagarjuna University   1990 — 1994
B.E, Electronics & Communications Engineering

Katya McGaffey Katya McGaffey Pleasantville, New York Details
Katya McGaffey's Edward Jones Experience March 2011 - April 2012
Job Special education teachers aide
Industry Education Management
Putnam Northern Westchester BOCES  September 2014 - Present
Pleasantville UFSD  March 2013 - January 2014
Merrill Lynch  April 2012 - October 2012
Edward Jones   March 2011 - April 2012

Russian, Office Management, Office Administration, Administrative..., Calendars, Multi-line Phone, Conference Coordination, Classroom, Curriculum Development, Educational Leadership, Public Speaking, Teaching

Всероссийский Государственный Институт Кинематографии им. С.А. Герасимова / VGIK Gerasimov Institute of Cinematography   1995 — 1999
Bachlor, Fine Art

Evelyn Gandia Evelyn Gandia Greensboro/Winston-Salem, North Carolina Area Details
Evelyn Gandia's Edward Jones Experience 2001 - 2005
Job Sales and Business Administrator at Market America, Inc.
Industry Internet
Market America, Inc.   2010 - Present
Granite Mortgage Company   2006 - 2010
Edward Jones   2001 - 2005

Customer Satisfaction, Entrepreneurship, Leadership, Marketing, Marketing Strategy, Public Speaking, Sales, Small Business, Social Media, Social Networking, Strategic Planning

Eastern College of Health Vocations-New Orleans   1999 — 2000
Medical/Clinical Assistant

Delgado Community College   1996 — 1998
Business Administration and Management, General

Trey O'Bar Trey O'Bar Austin, Texas Area Details
Trey O'Bar's Edward Jones Experience 2008 - November 2011
Job Marketing NCO at Texas Army National Guard
Industry Military
Texas Army National Guard  November 2014 - Present
Texas Army National Guard  November 2011 - October 2014
Edward Jones   2008 - November 2011
US Army  2005 - 2008
Self-Employed  2003 - 2004
United States Air Force  August 2002 - September 2003
United States Air Force  August 2001 - August 2002
United States Air Force  May 1999 - August 2001
United States Air Force  October 1998 - May 1999
United States Air Force  December 1996 - October 1998

Strategic Planning, Retirement Planning, Leadership, Recruiting, Team Building, Customer Service, Training, Leadership Development, Sales, Team Leadership, Coaching, Management, Public Speaking, Risk Management, Insurance, Analysis, Process Improvement, Security, Operations Management, Program Management, PowerPoint, Budgets, Marketing, Time Management, Sales Management, Customer Satisfaction, Finance, Microsoft Excel

University of North Texas
Bachelors of Business Administration, Marketing

Community College of the Air Force
Associate in Applied Science, Weather Technology

Community College of the Air Force
Associate in Applied Science, Criminal Justice

Allan Hancock College
Business Administration and Management, General

Kristen Pruitt Kristen Pruitt Seguin, Texas Details
Kristen Pruitt's Edward Jones Experience August 2000 - July 2001
Job Financial Advisor, American Wealth Management Services, Investment Professionals Inc.
Industry Financial Services
Investment Professionals, Inc.   August 2008 - Present
Investment Professionals, Inc.   August 2011 - February 2014
Raymond James Financial Inc.  July 2001 - August 2008
Edward Jones   August 2000 - July 2001

Asset Managment, Retirement Planning, Investments, Series 7, Long-term Care, Retirement

Abilene Christian University   1992 — 1994
M.S., Social Services Administration

Abilene Christian University   1984 — 1988
B.S., Social Work

Karen Boyd, Owner/Sales Consultant Karen Boyd, Owner/Sales Consultant Greater St. Louis Area Details
Karen Boyd, Owner/Sales Consultant's Edward Jones Experience May 2000 - August 2000
Job Entrepreneur, Lingerie Sales Professional, Intimate Apparel Professional
Industry Retail
K and K Retail City, Inc.   October 2005 - Present
West End Mt. Carmel FGB Church   2005 - 2010
WEMC Community Outreach Services   March 2002 - July 2008
The Leukemia & Lymphoma Society  2006 - 2008
Aames Home Loans  August 2002 - January 2003
Delmar Financial Company  August 2001 - May 2002
Frontier Financial Services, Inc   September 2000 - June 2001
Edward Jones   May 2000 - August 2000
US Bank  July 1987 - May 2000

Non-profits, Consulting, Mortgage Lending, Commercial Lending, Microsoft Excel, Microsoft Word, Public Speaking, Coaching, Fundraising, Team Building, Small Business, Strategic Planning, Management Consulting, Retail Sales, Fashion Shows, Intimate Apparel Sales, Nonprofits, Time Management, Leadership, Training, Marketing, Management, Event Planning, Customer Service

Stevens - The Institute of Business & Arts   2011 — 2013
Bachelor of Arts, Retail Management/Fashion Merchandising

University of Phoenix   2000 — 2002
Master of Business Administration (M.B.A.), Business

Columbia College   1997 — 1999
Bachelor of Business Administration (BBA), Marketing & Management

Sherif Labib, MBA Sherif Labib, MBA Greater St. Louis Area Details
Sherif Labib, MBA's Edward Jones Experience January 2006 - December 2007
Job Marketing Manager at Spring Valley Group
Industry Consumer Goods
Spring Valley Group   June 2011 - Present
University of North Florida  May 2008 - June 2011
Edward Jones   January 2006 - December 2007
GREEN LAND GROUP FOR FOOD INDUSTRIES (Member of Americana Group)   September 1999 - January 2006

Start-ups, Business Development, Business Planning, Marketing, Management, Market Analysis, New Business Development, Team Management, Account Management, Event Management, Investments, Executive Management, Analysis, Market Research, Leadership, Cross-functional Team...

Washington University in St. Louis   2011 — 2015
MBA, Business Administration

ESLSCA   2000 — 2002
Masters, Marketing Research

Ain Shams University   1995 — 1999
Bachelor, Accounting

manor house
General studies, General Studies

Jerry (Wayne) Jackson Jerry (Wayne) Jackson Poplar Bluff, Missouri Details
Jerry (Wayne) Jackson's Edward Jones Experience November 2008 - September 2011
Job Project Supervisor
Industry Construction
Plastmech   May 2012 - Present
Tradesmen International, Inc.   September 2011 - March 2012
Edward Jones   November 2008 - September 2011
Ripley County PWSD #1   April 2003 - July 2008
Specialty Fabrication   June 2002 - March 2003
Constructors Inc  May 1998 - May 2002

Wind, Project Management, Electricians, Energy, Analysis, Construction, Inspection, Management, Operations Management, Risk Assessment, Troubleshooting, Training, Project Planning

Pinnacle Career Institute   2010 — 2011
Wind Technician Certification

American InterContinental University   2006 — 2007
Master, Business Administration

American InterContinental University   2004 — 2006
BBA, Management

Current River Area Vocational School   1995 — 1998
Certificate, Welding

LePorsche Talton LePorsche Talton Greater Atlanta Area Details
LePorsche Talton's Edward Jones Experience May 2007 - December 2007
Job Mortgage Protection Specialist at National Agents Alliance Corporate
Industry Financial Services
National Agents Alliance Corporate  April 2010 - Present
Element Funding  July 2009 - December 2009
Etrade Financial  December 2007 - July 2009
E*TRADE Financial  December 2007 - July 2009
Edward Jones   May 2007 - December 2007
BH Mortgage Partners/HomeBanc Mortgage   July 2006 - May 2007
HomeBanc Mortgage  October 2005 - July 2006
HomeBanc Mortgage  March 2003 - October 2005

American InterContinental University   2006 — 2006
MBA, Finance

Howard University   1998 — 2002
BBA, International Business/ Marketing

Margaret Wittkopp Margaret Wittkopp Sheboygan, Wisconsin Area Details
Margaret Wittkopp's Edward Jones Experience May 1994 - October 2004
Job Veritas Financial Services, Owner
Industry Financial Services
Matson Money  2007 - Present
VERITAS FINANCIAL SRVC LLC   October 2004 - Present
Veritas Financial Services LLC   October 2004 - Present
Hartland investment properties   2000 - Present
Edward Jones   May 1994 - October 2004

Strategic Financial..., Investments, Entrepreneurship, Financial Planning, financial education, Wealth, Retirement Planning, Investment Advisory, IRAs, Retirement, Wealth Management, 401k, Fixed Annuities, Estate Planning, Asset Allocation, Mutual Funds, Investment Strategies, Financial Advisory, Asset Managment, Portfolio Management, Investment Management, Long-term Care, Wealth Accumulation, Life Insurance, Finance, Financial Planners, Financial Services, Securities, High Net Worth..., Roth IRA, Series 63, Alternative Investments, Series 7, 401k Rollovers, Term Life Insurance, Estate Tax Planning, Small Business, Asset Management

Alverno College   1988 — 1990
BS, Business Management/Communications

UW-Milwaukee   1968 — 1972

Danny Holifield Danny Holifield Dallas/Fort Worth Area Details
Danny Holifield's Edward Jones Experience September 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   September 2002 - Present

Abilene Christian University   1972 — 1975

Nate Sanders Nate Sanders Harrisburg, Pennsylvania Details
Nate Sanders's Edward Jones Experience March 2003 - March 2009
Job Insurance Consultant, InsureNOW Direct (Crump)
Industry Insurance
AC Cruz Agency   September 2013 - May 2015
Meagher County, MT   December 2010 - July 2013
Edward Jones   March 2003 - March 2009

Mutual Funds, Retirement Planning, Public Speaking, Team Building, Leadership, Customer Service, Fixed Annuities, Insurance, Investments, General Awesomeness, Strategic Planning, Life Insurance, Social Media, Marketing

Middlebury Institute of International Studies at Monterey   1998 — 1999
Teaching Japanese as a Foreign Language

Harvard Divinity School   1992 — 1995
Theological Studies - Religions of the World

Kelaniya Vishwavidyalaya   1991 — 1992
Fulbright Junior Scholar, Sanskrit, Pali, Sinhala

Colgate University   1987 — 1991
Bachelor of Arts (B.A.), Asian Studies- Japan

Candace Young Candace Young Schererville, Indiana Details
Candace Young's Edward Jones Experience June 2009 - May 2013
Job CoFounder and President at Young Hospitality Staffing Inc.
Industry Hospitality
Young Hospitality Staffing Inc.   October 2012 - Present
Edward Jones   June 2009 - May 2013
Dyer Steel Castings   September 2002 - December 2010

Accounts Payable, Accounts Receivable, Finance, Human Resources, Small Business, Payroll, QuickBooks, Marketing, Training, Financial Planning, Microsoft Office, Team Building

American Academy of Art   1987 — 1989
Bachelor of Science (BS), Illustration

Vincennes University   1985 — 1987

Paul VanWagoner Paul VanWagoner Saginaw, Michigan Area Details
Paul VanWagoner's Edward Jones Experience 2009 - 2010
Job Host of the Soo Morning Crew at 95.1 FM Sault Ste. Marie
Industry Broadcast Media
95.1 FM Sault Ste. Marie   October 2012 - Present
Northern Star Broadcasting  March 2004 - February 2010
Edward Jones   2009 - 2010

Business, Customer Service, Social Media, Public Speaking, Radio, Interviews, Asset, Leadership, Goal Oriented, Radio Show Hosting, Time Management, Training, Integrity, Team Building, Event Management, Building Relationships, Administrative Work, Accountability, Managed Hosting, Social Media Marketing, Marketing, Research, Phone interviews, Multi Tasking, Microsoft Office, Public Relations, Strategic Planning, Event Planning

Lake Superior State University   1995 — 1997
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration

Alpena Community College   1993 — 1995
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration

Anastasia Tusét Anastasia Tusét Raleigh, North Carolina Details
Anastasia Tusét's Edward Jones Experience June 2014 - Present
Job Student at Alcorn State University
Industry Financial Services
Edward Jones   June 2014 - Present
Thurgood Marshall College Fund  August 2013 - Present
Eli Lilly and Company  May 2013 - August 2013
Edward Jones   June 2012 - August 2012
Christian Faith Center  May 2011 - August 2011
Chick-fil-A  September 2006 - August 2010
National Institutes of Health  May 2008 - August 2008
Rex Hospital  July 2007 - August 2007

Research, Training, Leadership, PowerPoint, Public Speaking, Management, Time Management, Community Outreach, Process Scheduler, Microsoft Office

Alcorn State University   2010 — 2014
Bachelor of Science, Business Administration, 3.81

Christian Faith Center Academy

Tiffany Mitchell Detvan, AAMS Tiffany Mitchell Detvan, AAMS Greater Milwaukee Area Details
Tiffany Mitchell Detvan, AAMS's Edward Jones Experience April 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   April 2010 - Present
GSF Mortgage Corp   April 2009 - April 2010
Paychex Inc  June 2007 - March 2009
Option One Mortgage  May 1997 - June 2007

Investments, Leadership, Retirement Planning, Sales, Customer Service, Mortgage Lending, 401k, Employee Benefits, Strategy, Negotiation, CRM, Salesforce.com, New Business Development, Sales Management, Account Management, Fixed Annuities, Credit, Management, Loans, Coaching, Training, Banking, Insurance, Mutual Funds, Relationship Management, Long-term Care, AAMS, Series 7, 529 Plans

Alverno College   2007 — 2010
B.A., Business Management & Psychology

michelle sickinger michelle sickinger Greater San Diego Area Details
michelle sickinger's Edward Jones Experience 2000 - 2001
Job Real Estate Broker/Owner at Michelle Ko Realty
Industry Real Estate
Michelle Ko Sickinger   June 2013 - Present
Coldwell Banker  July 2012 - May 2013
Edward Jones   2000 - 2001
Siemens PLM Solutions (old name: SDRC)   1995 - 2000
GE  1980 - 1992

Entrepreneurship, Negotiation Skill,..., Relocation, Sellers, Short Sales, Real Estate, Investors, Foreclosures, Investment Properties, Real Estate Transactions, Residential Homes, Selling, Referrals, Luxury, First Time Home Buyers, REO, Marketing, Construction, Buyer Representation, Condos, Listings, Resellers, Single Family Homes, Brokerage, Property

University of Cincinnati   1981 — 1985
MS ECE, Electrical & Computer Engineering

Western Michigan University   1976 — 1980
BS CSE, Computer Systems Engineering

Seoul National University of Education

kristin brackett kristin brackett Tulsa, Oklahoma Area Details
kristin brackett's Edward Jones Experience January 2012 - Present
Job Call in at Edward Jones
Industry Financial Services
Edward Jones   January 2012 - Present
Sears Home Improvement Products  August 2010 - November 2010

Bartlesville High School   2008 — 2010

Tri County Technology Center

Carol T. Holguin, MBA, CPA Carol T. Holguin, MBA, CPA Dallas/Fort Worth Area Details
Carol T. Holguin, MBA, CPA's Edward Jones Experience February 2013 - March 2015
Job Financial Advisor at Edward Jones
Industry Hospital & Health Care
Edward Jones   February 2013 - March 2015
Vibra Hospital of Northwestern Indiana   March 2011 - May 2012
Atrium Medical Center  2006 - 2010
Kindred Hospital of Fort Worth   2002 - 2006
Integrated Healthcare Services  1998 - 2002
Denton Regional Medical Center ( HCA)   1995 - 1998

Revenue Cycle, Acute Care, Healthcare Management, Healthcare, Hospitals, Medicare, Managed Care, Quality Improvement, Leadership, Medicine, Healthcare Information..., Treatment, HIPAA, EMR, Executive Management, JCAHO, Physician Relations, Healthcare Consulting, Pediatrics, Leadership Development, Radiology, Home Care, Rehabilitation, Patient Safety, Medicaid, Data Analysis, Budgets, Public Speaking, Healthcare Industry, Case Managment, Medical Terminology, Wound Care, Performance Improvement, Cpr Certified, EHR, Nursing, Clinical Research, Strategic Planning, Critical Care, Team Building, Health Insurance, Orthopedic, Meditech, Process Improvement, Inpatient, Medical Billing, Surgery

Amberton University

The University of Dallas
MBA part

The University of Texas at El Paso
BBA, Accounting

Avia Cumberbatch Avia Cumberbatch Washington D.C. Metro Area Details
Avia Cumberbatch's Edward Jones Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Edward Jones   September 2014 - Present
Sotera Defense Solutions, Inc.   April 2013 - September 2014
Serco - North America  September 2008 - May 2012
Primerica Financial Services  September 2002 - October 2008
Friends & Company  October 2006 - October 2007

Finance, Financial Analysis, Marketing

Ashford University   2009 — 2012
Masters of Business Administration (MBA), Project Management, 3.85

American Intercontinental University   1996 — 2000
Bachelors degree, International Business, 3.67

Tasha Maillet Tasha Maillet Ottawa, Canada Area Details
Tasha Maillet's Edward Jones Experience September 2012 - Present
Job I Value Integrity, Compassion and Excellence!
Industry Nonprofit Organization Management
Edward Jones   September 2012 - Present
Infinite Possibilities  2008 - Present
Lanark Lodge   December 2011 - July 2012
Pleora Technologies  2008 - 2008
Semiconductor Insights  2000 - 2001

Program Development, Event Coordination, Fundraising, Financial Management, Servant Leadership, Office Administration, Project Planning, Community Development, Volunteer Coordination, Market Research, Recreation Planning, Leisure Industry, Humanitarian, Team Motivator, Public Speaking, Event Management, Event Planning, Project Management, Team Building, Marketing, Motivational Speaking, Corporate Events

Algonquin College of Applied Arts and Technology   2009 — 2011
Diploma, Recreation and Leisure Studies

Carman Holmes Carman Holmes Vancouver, Canada Area Details
Carman Holmes's Edward Jones Experience December 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   December 2002 - Present
GroupONE Solutions   2000 - 2012
Canada Life  June 1990 - August 2002
Manulife Financial  1979 - 1993

Algonquin College of Applied Arts and Technology   1973 — 1976
Business Admin, Business

North dundas District High School   1970 — 1973

Abdou Kader Gueye Abdou Kader Gueye Modesto, California Area Details
Abdou Kader Gueye's Edward Jones Experience September 2008 - June 2009
Job Financial Management Consultant
Industry Management Consulting
African Development Bank  November 2013 - Present
ALSF   September 2010 - July 2013
Edward Jones   September 2008 - June 2009
Valley Consult   2007 - August 2008
African Development Bank  March 1986 - May 2007
Chemical Bank Representative Office for West and Central Africa   1981 - 1985
Chemical Bank New York , NY   1980 - 1981

Audit, Procurement, Banking, Auditing, Investments, Managerial Finance, Mining, Risk Management, Portfolio Management, Management Consulting, Securities, Strategy, Economics, Management, Analysis, Finance, Financial Services, Business Strategy, Corporate Finance, Investment Strategies, Project Finance, Accounting, Internal Audit, Loans, Due Diligence, Private Equity, Financial Modeling, Valuation, Investment Banking, Emerging Markets, Financial Risk, Financial Structuring, Financial Analysis, Strategic Financial..., Capital Markets, Asset Management, Structured Finance, Mergers & Acquisitions, Fixed Income, Consulting

Georgetown University   1977 — 1978

Adelphi University   1978 — 1980
MBA, Corporate Finance and Investments

Université de Reims Champagne-Ardenne   1974 — 1977
MS, Economics

Kim Underhill Kim Underhill Raleigh, North Carolina Details
Kim Underhill's Edward Jones Experience August 2008 - Present
Job Fitness Coach, Master Beekeeper
Industry Financial Services
Edward Jones   August 2008 - Present
Massage By The Sea   May 2001 - May 2004

Leadership, Organizational..., Financial Analysis, Beekeeping, exercise, Fitness Instruction

The Medical Arts School   2001 — 2004
Certified MT License, Massage Therapy/Therapeutic Massage

Vincent Luparell Vincent Luparell Helena, Montana Details
Vincent Luparell's Edward Jones Experience April 2010 - November 2011
Job Bank Examiner at State of Montana
Industry Government Administration
United States Attorney's Office  June 2015 - August 2015
State of Montana  February 2012 - August 2014
Edward Jones   April 2010 - November 2011
Montana Army National Guard  December 2001 - December 2007

Financial Analysis, Risk Management, Banking, Asset Management, Finance, Financial Reporting, Analysis, Accounting, Insurance, Auditing, Portfolio Management, Investments, Budgets, Data Analysis, Microsoft Excel, Government

The University of Montana School of Law   2014 — 2017
Juris Doctor (J.D.)

Montana State University-Bozeman   2006 — 2009
Bachelor of Science (B.S.), Economics

Montana State University-Bozeman   2006 — 2009
Bachelor's degree, Business Finance

Jönköping International Business School   2008 — 2008

Alissa Walden Alissa Walden Greater Minneapolis-St. Paul Area Details
Alissa Walden's Edward Jones Experience November 2007 - May 2008
Job Community Health Specialist at Hennepin County
Industry Health, Wellness and Fitness
Hennepin County  January 2015 - Present
Hennepin County  January 2014 - January 2015
Whymsy at the Galleria   November 2009 - January 2014
NuVal Nutrition Education   October 2010 - December 2010
Blue Cross and Blue Shield of Minnesota  August 2008 - August 2010
Edward Jones   November 2007 - May 2008
Associated Bank  March 2006 - September 2007

Community Health, Public Health, Public Speaking, Leadership, Research, Sales, Time Management, Small Business, Microsoft Excel, PowerPoint, Training, Microsoft Word, Microsoft Office, Customer Service, Data Entry, Outlook, Data Analysis, Social Media, Marketing, Healthcare, Community Outreach, Fundraising, Access

St. Cloud State University   2010 — 2012
Bachelor of Science (B.S.), Community Health

University of Minnesota-Twin Cities   2012 — 2012
Internship, Medical Study Research

Northern Arizona University   2008 — 2010
Community Health Promotion

Alexandria Technical College   1999 — 2001
Associate of Arts and Sciences (A.A.S.), Marketing and Sales Management

Javier Detrinidad Javier Detrinidad Greater St. Louis Area Details
Javier Detrinidad's Edward Jones Experience January 2013 - Present
Job Multicultural Marketing Strategist at Edward Jones
Industry Financial Services
Edward Jones   January 2013 - Present
Edward Jones   2011 - December 2012
Nestle Purina  2010 - 2010
Edward Jones   May 2007 - July 2009
Student Government Association (Drury University)   March 2008 - April 2009
Students In Free Enterprise (Drury SIFE / SIFE UAM)   2005 - 2009
The Church of Jesus Christ of Latter-day Saints  2002 - 2004
The Church of Jesus Christ of Latter-day Saints  2002 - 2004

Leadership, Spanish, Customer Service, Public Speaking, Microsoft Office, English, Microsoft Excel, Strategy, Time Management, Strategic Planning, Event Management, Event Planning, Management, Market Research, Marketing, Recruiting

Washington University in St. Louis - Olin Business School   2009 — 2011

Drury University   2006 — 2009
Business Administration, Management & Marketing

Drury University   2006 — 2009
Bachelor of Business Administration, Management and Marketing; General Studies

Universidad Americana (NI)   2005 — 2006

Hassan Mougrabi Hassan Mougrabi Greater Detroit Area Details
Hassan Mougrabi's Edward Jones Experience July 2007 - July 2012
Job Cintas Corp Image Consultant
Industry Facilities Services
Cintas  January 2014 - Present
SAGE Private Wealth Group  August 2012 - October 2013
Edward Jones   July 2007 - July 2012

Sales, Business Planning, Relationship Enhancement, Financial Analysis, Account Management, B2B Marketing Strategy, MS Office Suite, Microsoft Dynamics, Leadership

Oakland University   2004 — 2008
Bachelor of Business Administration (BBA), Finance, General

Albion College   2003 — 2004

Rebecca Cuthbert Rebecca Cuthbert Toronto, Canada Area Details
Rebecca Cuthbert's Edward Jones Experience June 2012 - Present
Job Au Pair at AuPair World
Industry Financial Services
AuPair World  September 2015 - Present
Edward Jones   June 2012 - Present
Durham Region Soccer Association   2006 - 2014
Queen's University Residence Life   August 2012 - April 2013
Daimler Chrysler  2012 - 2013
Queen's University Student Constables   2011 - 2013
Queen's University Strathy Language Unit   2011 - 2012
Shoppers Drug Mart  2011 - 2012
Shoppers Drug Mart  2008 - 2011

Microsoft Office, Time Management, Writing, Teamwork, Public Speaking, Independent Thinking, Customer-focused Service, Team Motivation, Analysis, Critical Thinking, Persuasive Speaker, Persuasive Writing, Research, Community Outreach, Communication, Social Media, Problem Solving, Event Planning, Leadership, Customer Service, Community Development, First Aid, PowerPoint, Microsoft Excel, Team Leadership, Microsoft Word

Queen's University   2010 — 2015
Bachelor of Arts (B.A.H), English Language and Literature, Honours

Bader International Study Centre   2014 — 2014

Archbishop Denis O'Connor Catholic High School   2006 — 2010

M. Akhtar Hussain M.Sc.(Hons) Agri. MBA, CFP, CPA, CGA. M. Akhtar Hussain M.Sc.(Hons) Agri. MBA, CFP, CPA, CGA. Toronto, Canada Area Details
M. Akhtar Hussain M.Sc.(Hons) Agri. MBA, CFP, CPA, CGA.'s Edward Jones Experience August 2001 - May 2002
Job Branch Manager Scotiabank
Industry Banking
Scotiabank  August 2012 - Present
RBC  June 2008 - July 2012
Scotiabank  June 2007 - June 2008
Scotiabank  March 2005 - June 2007
Foresters  March 2004 - March 2005
RBC Insurance  May 2002 - March 2004
Edward Jones   August 2001 - May 2002
International Islamic University, Islamabad, Pakistan   June 1995 - December 2000
Preston University, Islamabad, Pakistan   September 1998 - September 2000
FEDERAL BANK FOR COOPERATIVES   January 1995 - September 2000

Retail Banking, Commercial Banking, Strategic Financial..., Financial Analysis, Commercial Lending, Residential Mortgages, Investments, Negotiation, Relationship Marketing, Business Development, Team Leadership, Leadership Development, Time Management, Team Management, Sales, Sales Management, Customer Experience, Customer Service, Accounting, Taxations, Auditing, Trade Compliance, Legal Compliance, Loans, Risk Management, Insurance, Islamic Finance, University Teaching, Training Delivery, Problem Solving, Timely Decision Making, Equality & Diversity, Systems Analysis, System Deployment, Training, Relationship Management, Coaching, Banking, Mortgage Lending, Credit Analysis, Management, Credit Risk, Financial Planning, Portfolio Management

Certified General Accountants Association of Canada   2005 — 2010
CPA, CGA, Accounting, Taxation, and Auditing

Financial Planners Standards Council   2004 — 2004
CFP, Financial Planning and Services

Canadian Securities Institute   2001 — 2004
PFP, Personal Financial Planner

Preston University   1998 — 2000
Masters, Business Administration (Finance)

International Islamic University   1991 — 1992
Post Graduate Diploma, Computer Science

University of Agriculture, Faisalabad   1980 — 1982
Master of Science (M.Sc.) (Honors), Forestry and Range Management

University of Agriculture, Faisalabad   1977 — 1980
Bachelor of Science (Honors) Agri; Bachelor of Science degree, Major Forestry, Range Management and Wildlife; Agriculture

Nathalie Potvin Nathalie Potvin Scottsdale, Arizona Details
Nathalie Potvin's Edward Jones Experience February 2010 - December 2011
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Wells Fargo Advisors  December 2011 - Present
Edward Jones   February 2010 - December 2011
World Marketing  September 2008 - February 2010
Republic Media  May 2007 - July 2008
Republic Media  March 2000 - April 2007
Ballet Arizona  June 1996 - March 2000
Les Grands Ballets Canadiens de Montréal  1990 - 1996

Strategic Planning, Retirement, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Investment Planning, Financial Advisory, Financial Analysis, Financial Services, Retirement Savings, Retirement Planning, Relationship Management, Investments, Investments Strategies, Insurance, Fixed Income Strategies, Tax-Efficient Strategies, Mutual Funds, Stocks, Bonds, Variable Annuities, Indexed Annuities, Unit Investment Trusts, ETFs, Risk Management, Securities, Financial Reporting, Long Term Care Insurance, Stock Analysis

McGill University   1980 — 1987
B. Arts, Music, Business

The Banff Centre
School of Management Certificate, Arts Administration

Jessica Koerner Jessica Koerner Baldwin Park, California Details
Jessica Koerner's Edward Jones Experience November 2014 - Present
Job Level 7 at In n out
Industry Restaurants
Edward Jones   November 2014 - Present
In n out  July 2007 - January 2015

Customer Service, Microsoft Office, Social Media

North-West College-West Covina   2007 — 2008
Medical/Clinical Assistant

Lourens Kleynhans Lourens Kleynhans Greater St. Louis Area Details
Lourens Kleynhans's Edward Jones Experience November 2013 - April 2014
Job Accountant at EMS Advisory
Industry Financial Services
EMS Advisory   March 2015 - Present
Edward Jones   November 2013 - April 2014
Lindenwood University  January 2012 - May 2013
PGA Sunshine Tour   January 2011 - December 2011
Thats My Girl Magazine   January 2009 - January 2010
Ian Palmer Golf Shop   January 2003 - August 2006

Microsoft Office, PowerPoint, professional golfer, Microsoft Excel, Golf Club Repair, Golf Instruction, Golf Fitness, Business, Finance, Entrepreneurship, Fly Fishing, Positive Personality, Positive Team Player, Magazine Management, Business Development, Time Management, Golf, Customer Service, Microsoft Word, Management, Public Speaking, Teamwork

Lindenwood University   2013 — 2013
Master of Business Administration (MBA), International Business, GPA 3.6

Lindenwood University   2011 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Lindenwood University   2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Henderson State University   2006 — 2009
Bachelor of Business Administration (BBA), Finance, General

Grey College   2001 — 2005
Matric Certificate, High School/Secondary Diplomas and Certificates

Barbara W Waldon Barbara W Waldon United States Details
Barbara W Waldon's Edward Jones Experience 2014 - 2015
Arizona Health care Providers   2014 - 2015
Edward Jones   2014 - 2015

Apollo College Of Nursing

Gateway Community College

Cynthia Wadkinson Cynthia Wadkinson Holly Ridge, North Carolina Details
Cynthia Wadkinson's Edward Jones Experience 2001 - 2008
Industry Financial Services
Suntrust investment Services, Inc  January 2013 - June 2014
Wells Fargo Advisors, LLC  February 2008 - January 2013
Edward Jones   2001 - 2008
BB&T Capital Markets  1997 - 2000

Adelphi University   1982 — 1983
Paralegal Certification - Litigation

State University of New York at Stony Brook   1980 — 1982
BA with Honors

Eric Staab Eric Staab Boise, Idaho Details
Eric Staab's Edward Jones Experience 2012 - 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   2012 - 2015
The Buckle, Inc.   2004 - 2012

Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Finance, Leadership, Team Building, Financial Analysis, Insurance

Montana State University-Billings   2002 — 2005
Bachelor of Business Administration (B.B.A.)

Abilene Christian University

Grace Udodong Grace Udodong Toronto, Canada Area Details
Grace Udodong's Edward Jones Experience July 2015 - Present
Job Child & Youth Worker | Education Advocate | NonProfit Project Administration
Industry Nonprofit Organization Management
Edward Jones   July 2015 - Present
Hewlett-Packard  February 2008 - February 2012
Institute of Human Rights and Humanitarian Law   June 2002 - December 2008
Institute of Human Rights and Humanitarian Law   January 2001 - December 2008

Child Advocacy, After School Programs, Youth Mentoring, Student Counseling, Education Management, Women's Rights

Humber College   2013 — 2014
Advanced Diploma, Child and Youth Worker

University of East Anglia   2006 — 2007
Masters of Arts, Education & Development

University of Uyo   2000 — 2001
Post-Graduate Diploma, Mass Communication

University of Calabar   1986 — 1990
Bachelor of Arts (BA), French Language and Literature

Ben Nicholson, CRPC Ben Nicholson, CRPC Buffalo, New York Details
Ben Nicholson, CRPC's Edward Jones Experience June 2011 - March 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Wells Fargo Advisors, LLC  March 2012 - Present
Edward Jones   June 2011 - March 2012
Moneycorp Inc   February 2009 - December 2010
TTT Moneycorp Ltd   November 2004 - January 2009

CRM, Negotiation, Marketing Strategy, Financial Services, Finance, Account Management, Strategic Planning, Leadership, Project Planning, Marketing, New Business Development, Public Speaking, Investments, Business Development, Sales Management

College of Financial Planning   2014 — 2014
Chartered Retirement Planning Counselor, Financial Planning and Services

University of Wales, Aberystwyth   2000 — 2004
Economics & Marketing, Economics & Marketing

Dan Hobby, CLU®, CHFC® Dan Hobby, CLU®, CHFC® Tifton, Georgia Details
Dan Hobby, CLU®, CHFC®'s Edward Jones Experience October 2007 - March 2009
Job State Farm just released several new openings, message me to find out the locations
Industry Insurance
State Farm Insurance  June 2012 - Present
Walt Gordon State Farm Insurance   February 2009 - June 2011
Edward Jones   October 2007 - March 2009
Hickory Springs Manufacturing Company  August 2006 - October 2007

Resume Writing, Sales Management, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Recruiting, Sports, Public Speaking, Life Insurance, General Insurance, Investment Banking, Sales, Team Building, Leadership, Training, Insurance

The American College   2013 — 2015
Chartered Financial Consultant, Financial Planning and Services

The American College   2013 — 2014
Life Insurance

Georgia Southwestern State University   2005 — 2006
Bachelors, Business Management

Savannah State University   2004 — 2005
Business Administration and Management, General, 4.0

Abraham Baldwin Agricultural College   2003 — 2004
Associates, Business Administration

LaGrange College   2002 — 2003
Bachelor’s Degree, Business Administration and Management, General

Fitzgerald High School   1998 — 2002
High School Diploma

Jeffrey Gonsler Jeffrey Gonsler Greater Detroit Area Details
Jeffrey Gonsler's Edward Jones Experience June 2009 - September 2009
Job Aspiring CPA who recently passed the Uniform CPA Exam
Industry Financial Services
Apparatus Solutions, Inc.   April 2013 - May 2014
Cortland Capital Market Services LLC  November 2010 - October 2011
Universal Truckload Services  January 2010 - October 2010
Edward Jones   June 2009 - September 2009
CMI Commercial Investments   June 2008 - August 2008
TRIS3CT  September 2007 - December 2007
Northwestern Mutual  June 2006 - November 2006

Auditing, Research, Financial Analysis, Investments, Microsoft Excel, Accounting, Outlook, Financial Reporting, Marketing, PowerPoint, Process Improvement, Portfolio Management

Walsh College   2012 — 2014
Master's degree, Accounting

Albion College   2005 — 2009
Bachelor of Arts, Economics and Management

Justin P. Justin P. Savannah, Georgia Area Details
Justin P.'s Edward Jones Experience February 2015 - July 2015
Job Entrepreneur
Industry Investment Management
Bank of America  July 2015 - Present
Edward Jones   February 2015 - July 2015
GEICO  January 2013 - April 2015
GEICO  May 2012 - January 2013
GEICO  July 2010 - May 2012
Allen & O'hara   February 2009 - July 2010
Ashland Inc  June 2008 - August 2008
Hollister Co.  August 2007 - January 2008

Customer Service, Insurance, Microsoft Office, Sales, Leadership, Microsoft Word, PowerPoint, Training, Strategic Planning, Marketing, Public Speaking, Time Management, Project Management, Microsoft Excel, Event Planning, Management, Teamwork, Analysis, Budgets, Team Building, Outlook, Communication, Coaching, Team Leadership, Social Networking, Social Media Marketing, Event Management, Entrepreneurship

Amberton University   2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

Mercer University   2007 — 2012
Bachelor of Arts (BA), Economics

Shelvy Convert Shelvy Convert Washington D.C. Metro Area Details
Shelvy Convert's Edward Jones Experience February 2007 - 2013
Job Training Support Advisor with the Joint ImprovisedThreat Defeat Agency
Industry Government Administration
Joint Improvised-Threat Defeat Organization   September 2011 - Present
JIEDDO  September 2011 - Present
JIEDDO  September 2011 - Present
CPM Investment Group, LLC   October 2009 - Present
United States Department of Defense  2011 - 2013
Edward Jones   February 2007 - 2013
US Army  February 2007 - November 2007
U.S. Army 4th Infantry Division   January 2005 - February 2007
3BCT 4ID   January 2005 - December 2006
3BCT 4ID and FT. Carson   January 2006 - November 2006

Training & Development, Electronic Counter..., Operating Systems, DoD, Employee Training, Electronics, Intelligence, Army, Tactics, Military, Security Clearance, Counterterrorism, Military Operations, Defense, Training, Intelligence Analysis, National Security, Command, Military Experience, Government, Operational Planning, Cross-functional Team..., Program Management, Emergency Management, Counterintelligence, Top Secret, Information Assurance, Force Protection, Analysis, Homeland Security, Afghanistan, Government Contracting, Military Training, Military Logistics, Organizational..., Special Operations, Weapons, Electronic Warfare, Air Force, Navy, Physical Security, SIGINT, Counterinsurgency, Crisis Management, Combat, Instructor-led Training, Interagency Coordination, Federal Government, Vulnerability Assessment, Security Management

Central Michigan University   2012 — 2013
Master of Science (MS), Educational Leadership and Administration, General, 3.5

Defense logistics Agency   2012 — 2012
Contracting Officer Representative (COR), Contracting, Requirements Achieved

National American University-Denver   2010 — 2012
BS, Applied Management, 3.2

Lincoln University (MO)   1984 — 1987
Associate's degree, Business Administration, Management and Operations, 2.9

Omega Institute

Edward Simpson MBA, PhD Edward Simpson MBA, PhD Elk Grove, California Details
Edward Simpson MBA, PhD's Edward Jones Experience August 1997 - December 2001
Job Investment Consultant at Western International Securities
Industry Financial Services
Western International Securities  February 2012 - Present
LPL  September 2007 - February 2012
Morgan Stanley  May 2006 - September 2007
Wachovia Securities  December 2001 - May 2006
Edward Jones   August 1997 - December 2001
US Army  1990 - 1997

Investments, Economics, Risk, Small Business, Savings, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Financial Planning, Wealth Management, Securities, Annuities, 401k, Fixed Income, Equities, Portfolio Management, Retirement, Bonds, Series 63, Asset Management, Stocks, Wealth, IRA's, Insurance, Estate Planning, Options, Risk Management, ETFs, Financial Markets, Asset, Strategic Financial..., FINRA, Finance, Financial Services, Wealth Management..., Banking, Separately Managed..., Uniform Combined State...

ISMF   2004 — 2007
PhD, Economics

Munich Business School   1992 — 1994
MBA, International Business

CVHS   1987 — 1990

Shauna Cote Shauna Cote Arvada, Colorado Details
Shauna Cote's Edward Jones Experience July 2004 - July 2006
Job Financial, Medical, and Skin Care Services. Animal rescue advocate.
Industry Banking
AIG  May 2013 - May 2014
Navy Federal Credit Union  December 2008 - March 2010
Edward Jones   July 2004 - July 2006
Dermatologist   June 2005 - January 2006

Microsoft Office, PowerPoint, Filing, Insurance, Computer/Technical..., People Skills, Banking, Cash Register, Business, Customer Service, Loans, Money Market, Social Networking, Finance, Financial Services, Credit Cards, Management, Composition, E-Learning, Electronics, Java, Keyboards, Photoshop, Video Editing, Deposits, Payments, Credit Unions, Consumer Lending, Cross Selling, Credit, Retail Banking, Microsoft Excel, Microsoft Word, Debit Cards, ACH, Loan Servicing, Lines Of Credit, Cash Management, Loan Origination, Time Management, Relationship Management, Financial Institutions, Branch Banking, Internet Banking, Team Building

California State University-Bakersfield   2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Cerro Coso Community College   2006 — 2008
Associate of Arts (A.A.), Associates (A.S.)

Cerro Coso Community College   2002 — 2005
Associate of Science (A.S.), business

Lancaster Beauty School
Esthetician, Aesthetician/Esthetician and Skin Care Specialist

Ryan Smith, FIC Ryan Smith, FIC Greeley, Colorado Details
Ryan Smith, FIC's Edward Jones Experience July 2010 - September 2010
Job Experienced Financial Professional
Industry Financial Services
Peaks to Plains Group, LLC   January 2013 - Present
Thrivent Financial  April 2012 - Present
Rocky Mountain Capital   October 2011 - March 2012
Corkscrew Wine and Liquor   September 2010 - September 2011
Edward Jones   July 2010 - September 2010
St. John the Evangelist Catholic Church  November 2007 - April 2010
Cache Bank and Trust  October 2005 - October 2008

Management, Finance, Financial Advisory, Team Building, Retirement Planning, Asset Allocation, Volunteer Management, Public Speaking, Non-profits, Teaching, Event Planning, Community Outreach, Fundraising, Leadership Development, Customer Service, Event Management, Microsoft Office, Life & Health Insurance..., Financial Strategies, Investments, Retirement

Aims Community College   2006 — 2008
Associate's degree, Business Administration and Management, General

Colorado State University
Business Administration

Franklin University
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

Brenda Block Brenda Block Ripon, Wisconsin Details
Brenda Block's Edward Jones Experience 2010 - 2011
Job Health Coach/Educator/Speaker
Industry Health, Wellness and Fitness
Vispire Health   June 2015 - Present
Dazzling Dreams LLC   August 2014 - June 2015
Evensong Spa   2014 - 2014
Gill-Tech Academy   2013 - 2014
Mary Kay Cosmetics  February 2011 - 2014
Edward Jones   2010 - 2011
Moraine Park Technical College  2001 - 2010
Various Corporate Companies   1994 - 2002

Institute of Integrative Nutrition   2015 — 2015
Certification as Integrative Nutritional Health Coach, Health Coaching

Evrard Vision - Singapore   2014 — 2014
Certification in Massage and Healing Arts, Massage Therapy/Therapeutic Massage, Chinese Acupressure, Tuina, Body Alignment, Energy Healing, 4.00

Gill-Tech Academy of Hair Design   2013 — 2014
Esthetics, Aesthetician/Esthetician and Skin Care Specialist, 4.00

Lakeland College
Bachelor's Degree, Accounting, 4.00 GPA

Moraine Park Technical College
Associate's Degree, Accounting, 3.96 GPA

American Feng Shui Institute
Beginning, Intermediate and Advanced Certificates, Feng Shui, 4.00 GPA

Madison Area Technical College
Interior Design, 4.00 GPA

Moraine Park Technical College
Culinary Arts, 4.00 GPA

Sandra Stadler Sandra Stadler Greater New York City Area Details
Sandra Stadler's Edward Jones Experience October 2003 - December 2004
Job Omni Associate Planner at Macy's Inc.
Industry Retail
Macy's Inc.   April 2012 - Present
Macy's  April 2011 - April 2012
Macy's  April 2009 - April 2011
Macy's  August 2006 - April 2009
Fred Siegel   January 2005 - July 2005
Edward Jones   October 2003 - December 2004

American InterContinental University
BA International Relations

Millersville University of Pennsylvania
BA Economics, Finance Option

Danny Holifield. Danny Holifield. Dallas/Fort Worth Area Details
Danny Holifield.'s Edward Jones Experience September 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   September 2002 - Present
Wells Fargo Bank  January 1998 - January 2002
MetLife  August 1983 - January 1995
Dallas Police Department  September 1970 - December 1980

401k Rollovers, Retirement Planning, Saving for Education, IRAs, Investment Advisory, Wealth Management, Fixed Annuities, Estate Planning, Series 7, Retirement, Wealth Accumulation, 401k, Long-term Care, Insurance, Financial Planners, Asset Allocation, Financial Advisory, Income Protection, Investment Strategies, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds, Pensions, Securities, Series 63, Small Business, Strategic Financial..., Variable Annuities

Abilene Christian University   1971 — 1975
M.S., Business

Jacksonville College-Main Campus   1968 — 1970

Itawamba Agricultural High School   1966 — 1968
Diploma, High School/Secondary Diplomas and Certificates

Olivia Figard Olivia Figard Grand Rapids, Michigan Details
Olivia Figard's Edward Jones Experience January 2014 - Present
Job Administrative Assistant
Industry Financial Services
Edward Jones   January 2014 - Present
S. Abraham & Sons   May 2012 - May 2013
Clyde Park Chiropractic   April 2011 - February 2012
The Cash Store  June 2010 - April 2011

Sales, Customer Service, Microsoft Excel, Training, Outlook, Microsoft Word, Management, Account Management, Team Building, Strategic Planning, Marketing, Creative Problem Solving, Leadership Development, Appointment Scheduling, Filing, insurance billing

American InterContinental University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Concentration in Management

Cornerstone University   2007 — 2008
non-degree (transferred out)

Joshua Gonzales Joshua Gonzales Wylie, Texas Details
Joshua Gonzales's Edward Jones Experience August 2008 - January 2009
Job Network Engineer at Jack Henry & Associates
Industry Information Technology and Services
Jack Henry & Associates  November 2014 - Present
Jack Henry & Associates  November 2012 - Present
Axcent Networks, Inc  January 2011 - November 2012
Jack Henry & Associates  March 2009 - December 2010
Edward Jones   August 2008 - January 2009
Celerity, Inc.   2000 - 2008

Troubleshooting, Technical Support, Windows Server, Networking, Operating Systems, VPN, Windows, Computer Hardware, Microsoft Excel, Windows XP, Customer Service, Active Directory, CompTIA Network+..., Help Desk Support, Data Center, ITIL, Windows 7, Cisco Networking, Excel, Customer Relations, Problem Solving, Cisco Certified, Integration, Information Technology, Cisco Technologies, CCNA, Hardware

Cisco Networking Academy   2012 — 2014
CCNA & CCNA Security, Computer Systems Networking and Telecommunications

Amberton University   2005 — 2010
BBA, Business Administration and Management, General

Collin County Community College   2000 — 2004
Associate of Science, General Studies

David Getreu, AAMS David Getreu, AAMS Columbus, Ohio Area Details
David Getreu, AAMS's Edward Jones Experience September 2004 - November 2007
Job Financial Consultant at NBC Securities, Inc.
Industry Financial Services
NBC Securities, Inc.   June 2014 - Present
St. James Church  September 2012 - June 2014
RBC Wealth Management  March 2009 - June 2014
Ferris Baker Watts  November 2007 - March 2009
Edward Jones   September 2004 - November 2007
DP Trinity, Inc.   June 2000 - June 2004

Small Business, Investments, Retirement Planning, Financial Planning, Public Speaking, Insurance, Fundraising, Non-profits, Strategic Financial..., Estate Planning, Nonprofits, Finance, Strategic Planning, Financial Services, Series 7, Customer Service, Series 63

Bexley Hall Episcopal Seminary   2010 — 2011
Certificate in Anglican Studies, Anglicanism

The Catholic University of America   1990 — 1994
STB, Theology

Pontifical College Josephinum   1985 — 1989
BA, Psychology

Thomas Duckett Thomas Duckett Louisville, Kentucky Details
Thomas Duckett's Edward Jones Experience July 2011 - May 2013
Job Project Management Coordinator at Innovairre
Industry Marketing and Advertising
Innovairre  July 2014 - Present
Compass Group Insurance   August 2013 - July 2014
Compass Group Insurance   May 2013 - February 2014
Edward Jones   July 2011 - May 2013
Chase Investment Services Corp.  May 2010 - July 2011
Romano's Macaroni Grill  February 2009 - May 2010
First Fidelity Bank  July 2007 - November 2008
First Fidelity Bank  June 2006 - June 2007
First Fidelity Bank  November 2005 - June 2006
First Fidelity Bank  February 2005 - November 2005

Training, Leadership, Sales, Management, Customer Service, Customer Satisfaction, Finance, Technical Writing, Process Improvement, Insurance, Analysis, Program Management, Project Management, Human Resources, Banking

University of Oklahoma   2000 — 2003
Bachelor of Arts (B.A.), East Asian Studies

Southern Baptist Theological Seminary   2009 — 2009
Masters of Divinity, Church Music

Adygei State University   2004 — 2004
Russian Language

Sue Burnley Sue Burnley Greater St. Louis Area Details
Sue Burnley's Edward Jones Experience March 1989 - November 2000
Job IT Specialist I at AnheuserBusch InBev
Industry Consumer Goods
Anheuser-Busch InBev  December 2000 - Present
Edward Jones   March 1989 - November 2000
Edward Jones   1989 - 2000

Process Improvement, SAP, SharePoint, Visio, Vendor Management, ITIL, Troubleshooting, Disaster Recovery, IT Management, Project Planning, Software Documentation, Project Management, Telecommunications, Management, VoIP

Missouri Tech   1985 — 1986
Associate's degree, Electrical and Electronics Engineering, A

Heath Hamrick, CFP® Heath Hamrick, CFP® Granbury, Texas Details
Heath Hamrick, CFP®'s Edward Jones Experience May 2004 - May 2009
Job The Texas Fund Portfolio Manager at Team Financial Strategies
Industry Financial Services
Team Financial Strategies   September 2013 - Present
Team Financial Strategies   April 2010 - Present
Northwestern Mutual  2009 - 2010
Edward Jones   May 2004 - May 2009
Compass Bank  April 2000 - May 2004

Portfolio Management, Finance, Mutual Funds, Financial Analysis, Investments, Strategic Financial..., Financial Modeling

Abilene Christian University   1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance

Christopher Chorich Christopher Chorich Ottawa, Canada Area Details
Christopher Chorich's Edward Jones Experience 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   2010 - Present
Bank of America  May 2009 - November 2010

Canadian Securities Institute   2010 — 2010

Algonquin College of Applied Arts and Technology   2007 — 2009

Bill Waddy Bill Waddy Greater Philadelphia Area Details
Bill Waddy's Edward Jones Experience January 2007 - December 2008
Job Senior Programmer/Analyst at American Greetings
Industry Information Technology and Services
American Greetings  October 2012 - Present
Clemson University  November 2011 - September 2012
SmartSource Technical Staffing  October 2011 - November 2011
M. Davis and Company   April 2011 - November 2011
Pomeroy Sales   August 2011 - September 2011
PHILADELPHIA VETERANS MULTI   December 2009 - March 2011
Edward Jones   January 2007 - December 2008
COMMONWEALTH OF NEW JERSEY   April 2005 - December 2006
SunTrust Bank  September 2002 - April 2004
Clemson University  August 2000 - March 2002

CompTIA A+ Certified, CompTIA Network+..., COBOL, Testing, Mainframe, Databases, Microsoft Office, JCL, Programming, Computer Hardware, Hardware, Servers, Excel, Word, XP, SQL, Operating Systems, CICS, Windows, Access, DB2, Troubleshooting, Analysis, Quality Assurance, Active Directory, Scripting, Visual Basic, SQL Server, SDLC, IBM Mainframe, Application Development, HTML, VBScript, Documentation, ASP, VBA, z/OS, TSO, Lotus Notes, Deployment, Visio, ADSO, IDMS, CULPRIT, OLQ, IDD, OLM, CLIST, ISPF Dialog Manager, Panvalet

LaSalle University   2012 — 2014
Master of Science (MS), CIS, 4.0

American College of Technology   2012 — 2013
A.A.S., Network Administration/ Information Security, A

Penn Foster   2012 — 2013
Diploma, Certified Personal Trainer, A

La Salle University   1982 — 1984
B.A, Computer Science, 2.81

Community College of Philadelphia   1980 — 1981
Associate of Arts and Sciences (A.A.S.), Data Processing, 3.54

Amy Heisler Amy Heisler Tacoma, Washington Details
Amy Heisler's Edward Jones Experience December 2006 - August 2014
Job .
Industry Logistics and Supply Chain
Edward Jones   December 2006 - August 2014
Canadian Forces - Cadet Instructors Cadre (CIC)   October 2011 - June 2013
Canadian Forces - Cadet Instructors Cadre (CIC)   June 2010 - September 2011
Pineridge Impress   November 2010 - May 2011

Management, Time Management, Leadership, Critical Thinking, Customer Service, Team Leadership, Training, Microsoft Excel, Microsoft Office, Public Speaking, Team Building, Administration, Outlook, Office Administration, Teamwork, PowerPoint, Analysis, Microsoft Word, Data Entry, Policy, Organizational...

Algonquin College of Applied Arts and Technology   2008 — 2010
diploma, Business Administration, Management and Operations

Carleton University   2004 — 2008
Bachelor of Arts (B.A.), Economics

Jordan El-Sabeh Jordan El-Sabeh Washington D.C. Metro Area Details
Jordan El-Sabeh's Edward Jones Experience June 2013 - August 2013
Job Investment Performance Associate at Cambridge Associates
Industry Financial Services
Cambridge Associates  April 2015 - Present
Cambridge Associates  June 2014 - March 2015
Edward Jones   June 2013 - August 2013

Allegheny College   2010 — 2014
Bachelor’s Degree, Economics

Joel (Jay Levan) Koch Joel (Jay Levan) Koch Schuylkill Haven, Pennsylvania Details
Joel (Jay Levan) Koch's Edward Jones Experience July 1999 - July 2004
Job Operations Manager/Production Director at Pottsville Broadcasting Company
Industry Broadcast Media
Pottsville Broadcasting Company   September 2004 - Present
Edward Jones   July 1999 - July 2004
Union Bank and Trust Company, Pottsville, PA   May 1995 - July 1998

Management, Customer Service, Leadership, Portfolio Management, Investments, Banking, Cross-functional Team..., Accounting, Team Leadership, Microsoft Excel, Project Management, Outlook, Budgets, Radio Programming, Radio Host, Marketing, Strategic Planning, Sales, New Business Development, Public Relations, Public Speaking, Event Planning, Team Building

Stonier Graduate School of Banking-University of Delaware   1996 — 1998

Pennsylvania State University-Penn State Schuylkill   1981 — 1983
Associate of Science (A.S.), Business Administration and Management, General

John Ruggles John Ruggles Indianapolis, Indiana Details
John Ruggles's Edward Jones Experience 2005 - 2006
Job Financial Professional
Industry Financial Services
City Securities Corporation  May 2014 - March 2015
Bluegreen Vacations  April 2013 - May 2014
Charles Schwab  February 2011 - April 2013
Charles Schwab  September 2006 - February 2011
Edward Jones   2005 - 2006
Charles Schwab  1999 - 2005

Series 7, Series 63, Series 23, Compliance, FINRA, Risk Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Equities, Fixed Income, Investments, Investment Strategies, Wealth Management, Portfolio Management, Investment Advisory, Leadership, Management, Customer Service, Strategic Planning

Alma College   1985 — 1989
BA in Business Administration, Finance

Newaygo High School   1981 — 1985
High School Diploma, College Preparatory

Janet Sherry Janet Sherry Greater New York City Area Details
Janet Sherry's Edward Jones Experience 2002 - 2003
Job Senior Partner | Investment Advisor Representative | Certified Financial Planner™ at Foresight Financial Partners, LLC
Industry Financial Services
Foresight Financial Partners, LLC   2014 - Present
Creative Financial Group of New Jersey   2011 - 2014
J.M. Egan Wealth Advisors, LLC   2003 - 2011
Edward Jones   2002 - 2003
BNY Mellon  1996 - 2002
Coldwell Banker  1995 - 1996
Malverne Realty   1991 - 1995
National Grid  1981 - 1983
Federal Reserve Bank of New York  1979 - 1981

Investments, Strategic Financial..., Estate Planning, Insurance, IRAs, Financial Planners, Retirement Planning, Retirement, Fixed Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Asset Allocation, Long-term Care, Series 7, Wealth Management, Executive Benefit...

Adelphi University   1987 — 1989
CFP, Certificate in Financial Planning

Boston College   1975 — 1979
Bachelor of Arts, Economics

Gina Welp Gina Welp Madison, Wisconsin Area Details
Gina Welp's Edward Jones Experience May 2014 - Present
Job Branch Office Administrator
Industry Financial Services
Edward Jones   May 2014 - Present
Clarke University  September 2008 - Present
QueenB Radio   2005 - 2007
Capri College  2004 - 2005

Student Affairs, Customer Service, Social Media Marketing, Nonprofits, Higher Education, Leadership, Public Relations, Student Development, Editing, Teaching, Microsoft Office, Event Planning, Admissions, Research, Event Management, Microsoft Excel, Grant Writing, Program Development, Social Media, Marketing Communications, Fundraising, Microsoft Word, Leadership Development, PowerPoint, Student Engagement, Community Outreach

Southwest Wisconsin Technical College
Associate's degree, Administrative Assistant and Secretarial Science/Business

Capri College-Dubuque
Cosmetology and Related Personal Grooming Services

George Galloway, MBA George Galloway, MBA Mauldin, South Carolina Details
George Galloway, MBA's Edward Jones Experience December 2014 - January 2015
Job Production Supervisor at Dish Network
Industry Investment Management
Dish Network  March 2015 - Present
Edward Jones   December 2014 - January 2015
Faurecia  April 2014 - November 2014
PolyOne Corporation  September 2012 - April 2014
US Army  September 2011 - September 2012
US Army  September 2010 - August 2011
US Army  April 2008 - August 2010
US Army  November 2005 - March 2008
US Army  September 2001 - November 2005
US Army  September 2000 - September 2001

Secret Clearance, Operations Management, Employee Relations, Team Management, Risk Management, Risk Analysis, Human Resource..., Strategic Management, Telecommunications..., Facilities Management, Planning, Business Strategy, Project Management, Project Planning, Personnel Management, Security Clearance, Operational Planning, Military Operations, Military, Employee Training, Army, DoD, Leadership, Process Improvement, Program Management, Military Experience, Human Resources, Training, Management, Six Sigma, Recruiting, Leadership Development, Team Building, Team Leadership, Security, Defense, Policy, Government, Interviews, Logistics, Command, Analysis, Organizational..., Networking, Top Secret, Military Logistics, Information Assurance, Military Training, Government Contracting, Force Protection

Villanova University   2011 — 2011
CSSGB, Certified Six Sigma Green Belt

American InterContinental University   2005 — 2007
MBA, Project Management

Voorhees College   1992 — 1994
BS, Computer Science

Denmark Technical College   1986 — 1988
AS, Computer Engineering Technology

Industry Financial Services

Retirement Planning, Mutual Funds, Investments, Investment Strategies

Kota Open University   1986 — 1988
M.Com (Masters Degree), Masters of Commerce

Delhi University   1982 — 1985
B.Com (Bachelors Degree), Bachelors of Commerce

Emma Rosario Emma Rosario Virginia Beach, Virginia Details
Emma Rosario's Edward Jones Experience June 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Military
Edward Jones   June 2013 - Present
United States Navy  September 1992 - February 2013
Thirty-One Gifts  2012 - 2013
Mary Kay Inc  October 2007 - December 2012
Isagenix  2011 - 2012

Military, Team Leadership, Team Building, Process Improvement, Strategic Planning, Leadership Development, Project Management, Leadership, Training, Business Analysis, Management, Coaching, Analysis, Customer Service, Recruiting, Data Analysis

American InterContinental University   2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management (General) & Human Resources

Clinton Bonelli Clinton Bonelli Philadelphia, Pennsylvania Details
Clinton Bonelli's Edward Jones Experience July 2010 - September 2011
Job Sales & Marketing Consultant
Industry Financial Services
Borthwick Mortuary & Hawaiian Memorial Park Cemetery   August 2013 - September 2014
Liberty Mutual Insurance  October 2011 - September 2014
Lincoln Financial Distributors  July 2006 - October 2011
Edward Jones   July 2010 - September 2011
Reed Smith LLP  May 2002 - July 2006
United Way of Allegheny County - Represented Reed Smith LLP   July 2002 - December 2002
The Media Research Center   May 2001 - September 2001
Legends Resort & Country Club   September 1999 - May 2000
U.S. House of Representatives   August 1996 - June 1997

Public Speaking, Leadership, New Business Development, Business Strategy, Marketing, Management, Sales, Team Building, Recruiting, Program Management, Budgets, Training, Negotiation, Fundraising, Analysis, Strategic Planning, Project Management, Entrepreneurship, Start-ups, Sales Operations, Business Development, Customer Service, Insurance

Grove City College   1998 — 2002
Bachelor of Science (B.S.), International Business

Grove City College   1998 — 2002
Bachelor of Arts (B.A.), Political Science

Vernon Twp. High School

American Academy McAllister Institute of Funeral Service   2012 — 2014
A.O.S., Funeral Service and Mortuary Science, 4.0

U.S. House Page School   1996 — 1997

Michael Tormey Michael Tormey Tampa/St. Petersburg, Florida Area Details
Michael Tormey's Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Edward Jones   August 2010 - Present
Raymond James & Associates, Inc.   March 1996 - August 2010
A.G. Edwards & Sons, Inc.   June 1989 - March 1996

Loyola University Maryland   1985 — 1989
BA, history, finance, economics

Kansai University of International Studies   1987 — 1988
Japanese laguage, history

Brian Chesnutt Brian Chesnutt Greater St. Louis Area Details
Brian Chesnutt's Edward Jones Experience November 2011 - Present
Job Retirement Services Specialist
Industry Financial Services
Edward Jones   November 2011 - Present
Self Employed  August 2007 - April 2011
Equifax  2006 - 2007

Retirement, Investments, Financial Analysis, Loans, Insurance, Accounting, Microsoft Excel, Forecasting, Analysis, Retirement Planning, Strategic Planning, Business Analysis

Washington University in St. Louis - Olin Business School   2007 — 2009
MBA, Finance

Abilene Christian University   1997 — 2001
Bachelor of Business Administration (BBA), Human Resource Management

Daniel Wilhelm Daniel Wilhelm New York, New York Details
Daniel Wilhelm's Edward Jones Experience June 2011 - November 2011
Job ECI Development Ltd.
Industry Real Estate
ECI Development, Ltd.   November 2014 - Present
Children of Promise, NYC  May 2014 - October 2014
Freelance  October 2013 - October 2014
Freelance  October 2013 - October 2014
BNY Mellon  December 2011 - September 2013
Edward Jones   June 2011 - November 2011

Bloomberg, Financial Analysis, Economics, Financial Modeling, Mutual Funds, Tax Accounting, Film Production, Securities, Finance

Allegheny College   2007 — 2011
BA, Economics

Cathedral Preparatory School

Teri Higgins Teri Higgins Greater St. Louis Area Details
Teri Higgins's Edward Jones Experience 2004 - 2010
Job HR Director at Cope Plastics
Industry Plastics
Cope Plastics  February 2010 - Present
Edward Jones   2004 - 2010
Professional Employment Group  1993 - 2004

Employee Relations, HRIS, Applicant Tracking..., Deferred Compensation, New Business Development, Talent Management, Benefits Administration, Human Resources, HR Policies, Recruiting, Performance Management, Talent Acquisition

American Academy of Dramatic Arts-Los Angeles   1981 — 1982
Musical Theatre

Ryan Tichenor Ryan Tichenor Greater St. Louis Area Details
Ryan Tichenor's Edward Jones Experience May 2008 - August 2008
Job Manager, Tax Planning at Mallinckrodt Pharmaceuticals
Industry Accounting
Mallinckrodt Pharmaceuticals  June 2015 - Present
PwC  July 2014 - May 2015
PricewaterhouseCoopers LLP  October 2013 - June 2014
PwC  July 2011 - October 2013
PricewaterhouseCoopers  September 2009 - July 2011
Edward Jones   May 2008 - August 2008
Missouri Secretary of State - Securities Division   May 2007 - December 2007

Legal Writing, International Tax, Tax, Budgets, Corporate Tax, Finance, Due Diligence, Legal Advice, Securities, Tax Accounting, Tax Research

University of Missouri-Columbia School of Law   2006 — 2009

Truman State University   2002 — 2006
B.S., Major: Finance, Minor: Economics

Bucerius Law School

Jessica Lehti Jessica Lehti Greater Grand Rapids, Michigan Area Details
Jessica Lehti's Edward Jones Experience February 2013 - Present
Job Financial Advisor
Industry Financial Services
Edward Jones   February 2013 - Present
Cascade Engineering  June 2000 - January 2013
Choose Renewables   2006 - 2009
Surge Medical Solutions, LLC   2005 - 2007
Cascade Engineering  2000 - 2007
Cascade Engineering  2000 - 2004
Cascade Engineering  1999 - 2000
Electro Chemical Finishing  1997 - 1999

Retirement Planning, Wealth Management, Long-term Care, Life Insurance, Retirement, series 66, Asset Allocation, Investments, Series 7, Mutual Funds, Cross-functional Team..., Fixed Annuities, Competitive Analysis, Forecasting, Negotiation, Marketing, Purchasing, Energy, Analysis, Manufacturing, Sales, Solar Energy, Strategic Planning, Mergers, New Business Development, Selling

Adrian College   1993 — 1997
Bachelor's degree, Business Administration, Management and Operations

Belding High   1990 — 1993

Carman Holmes Carman Holmes Vancouver, Canada Area Details
Carman Holmes's Edward Jones Experience December 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   December 2002 - Present
Canada Life  August 1994 - August 2002
Manulife Financial  1989 - 2000

Mutual Funds, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Asset Allocation, Critical Illness, Wealth, Investment Advisory, Life Insurance, Financial Advisory, Retirement, Fixed Annuities, Small Business, Financial Planners, Financial Planning

Algonquin College of Applied Arts and Technology   1973 — 1976


Bette Bures Bette Bures Washington D.C. Metro Area Details
Bette Bures's Edward Jones Experience September 2002 - April 2003
Job Experienced/Certified PMP® and CBAP®, Strategy Consultant, Process Improvement, Performance Mgmt Consultant
Industry Financial Services
Wells Fargo Bank  June 2007 - December 2011
Wells Fargo Financial  January 2006 - June 2007
Ameritrade Holding Corporation  June 2004 - December 2005
Edward Jones   September 2002 - April 2003
Deloitte Consulting  March 1999 - September 2002
UOP  August 1996 - March 1999

Saint Xavier University   1997 — 1998
Certificate, Financial Trading & Practices - June 1998

University of Nebraska-Lincoln   1993 — 1995
MBA, International Business

University of International Business & Economics (UIBE)   1994 — 1994
Study Abroad Program (August 14th - 21st, 1994) earning Certificate of Completion, China's Marketing, Economy, Reform, History & Culture

専修大学 / Senshu University   1994 — 1994
Study Abroad Program (Sept 20 - Dec 9th, 1994) Certificate of Completion, Business, Culture and Japanese Language Studies

Oxford University   1992 — 1992
Study Abroad Program (July 27th - August 19th) earning Certificate of Completion, Economics & Business

University of Nebraska at Omaha   1984 — 1992
BSBA, Finance & Banking

Chad A. Marsh, MBA Chad A. Marsh, MBA Marietta, New York Details
Chad A. Marsh, MBA's Edward Jones Experience September 2004 - June 2005
Job Owner of Marsh Consulting/Founder of Tactical Ops Paintball, LLC
Industry Accounting
Marsh Consulting   July 2007 - Present
Tactical Ops Paintball, LLC   June 2008 - Present
Farm Credit East, ACA  September 2005 - July 2007
Edward Jones   September 2004 - June 2005

Accounting, Bookkeeping, Business Planning, Operations Management, Payroll Services, Payroll, Payroll Taxes, Quarterly Reviews, Tax Accounting, Tax Preparation, Payroll Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Budgets, Business Efficiency, Cost Efficiency, Finance, Financial Accounting, Financial Analysis, Financial Reporting, General Ledger, Income Statement, Income Tax, Journal Entries, Management, Management Consulting, Quarterly Reporting, Quarterly Taxes, Sales Tax, Small Business, Start-ups, Strategic Consulting, Tax Returns

American InterContinental University   2006 — 2007
Master of Business Administration (M.B.A.), Operations Management

State University of New York College at Old Westbury   2002 — 2004
Bachelor's Degree, Accounting

Derek Reynolds Derek Reynolds Horton, Michigan Details
Derek Reynolds's Edward Jones Experience March 2007 - February 2009
Job Trainer, Developer, Actor, Logistician
Industry Military
US Army National Guard  September 2011 - Present
Edward Jones   March 2007 - February 2009
ALDI  June 2005 - October 2006
KENCO, INC   March 2003 - March 2005
US Army  October 2000 - July 2002

Training, Human Resources, Sales, Customer Service, Army, Time Management, Project Planning, Retail, Policy, Business Planning, Finance, Payroll, Inventory Control, Military, Microsoft Excel, Security Clearance, Procurement, PowerPoint, Leadership, Leadership Development, Public Speaking, Program Management, Process Improvement, Team Leadership, Government, Team Building, Coaching, Military Experience, Command, Analysis, Military Operations, DoD, National Security, Management, Microsoft Office, Strategic Planning, Operational Planning, Defense, Weapons, Acting

Spring Arbor University   2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Albion College   2002 — 2005
B.A., Political Science

Abbeba Preston-Richards Abbeba Preston-Richards Corona, California Details
Abbeba Preston-Richards's Edward Jones Experience February 2009 - September 2011
Job Lead Esthetician at Beverly Hills Cosmetic Centers
Industry Consumer Services
Beverly Hills Cosmetic Centers   November 2013 - Present
MGR Real Estate  January 2012 - June 2012
Edward Jones   February 2009 - September 2011
Residential Lending & Financial Services   July 1992 - 2011

Project Coordination, Business Communications, Customer Presentations, Skin Care, Checmical Peels, Microdermabrasion, Micro Needling, Hydra Facials, Brazilian/Body Waxing, Makeup Artistry, Body Sculpting, Anal/Bikini Bleaching, Radio Frequency/ Skin..., Micro Current Therapy, Acne Management, Pigmentation Mangement, Customer Service, Retail, Leadership, Sales, Small Business, Marketing, Strategic Planning, Investment Properties, CRM

Salon Success Academy   2012 — 2013
Licensed Esthetician, Esthetics

University of California, Davis   1992 — 1996
Bachelor of Arts, Pre LAw

Dan Strobel Dan Strobel Oakland, California Details
Dan Strobel's Edward Jones Experience October 2009 - February 2010
Job Program Manager: UptoUS program
Industry Program Development
Net Impact  August 2015 - Present
East-West Center (EWC)   July 2014 - June 2015
Young Southeast Asian Leaders Initiative   April 2015 - April 2015
Cultural Vistas  February 2010 - July 2014
Edward Jones   October 2009 - February 2010
IRPS Career Services   2007 - 2008
Citizent Diplomacy Council of San Diego   June 2007 - September 2007
Hope for Peace and Justice   March 2006 - February 2007
Spectrum Science Communications  January 2005 - June 2005

International Relations, Research, Writing, Policy Analysis, Administration, Program Development, Nonprofits, Grant Writing, Grants, Community Outreach, Program Evaluation, Event Planning, Microsoft Office, Program Management, Proposal Writing, Analysis, Public Policy, Training, Management, Teamwork, International..., System Administration, Budgets, Volunteer Management, Leadership

University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)   2006 — 2008
Masters of Pacific International Affairs, International Political Analysis/China

University of Richmond   2000 — 2004
BA, International Studies: East Asia

East-West Center
Leadership Fellow, Asia Pacific Leadership Program (APLP)

Melissa Weseloh Melissa Weseloh Greater St. Louis Area Details
Melissa Weseloh's Edward Jones Experience October 2008 - June 2010
Job Hiring Specialist at Edward Jones
Industry Staffing and Recruiting
Edward Jones   October 2008 - June 2010
PeopleScout  April 2006 - August 2008

Adler University   2006 — 2006

Bethel University   2001 — 2005
B.A., Psychology

Mrigendra Das Mrigendra Das Greater St. Louis Area Details
Mrigendra Das's Edward Jones Experience March 2010 - Present
Job Sr. Consultant at Edward Jones
Industry Information Technology and Services
Edward Jones   March 2010 - Present
Italent Inc.   April 2008 - March 2010
Tata Consultancy Services  November 2003 - March 2008
Tata Consultancy Services  December 2002 - November 2003
Tata Consultancy Services  December 2001 - November 2002

Unix, DB2, Oracle, Web Services, Microsoft SQL Server, Testing, Requirements Gathering, Enterprise Software, Java, SDLC, COBOL, HTML, Consulting, Java Enterprise Edition, Business Analysis, PL/SQL, SQL, Vendor Management, XML, Mainframe, Software Project..., Requirements Analysis, Struts, JCL, Software Development, Agile Methodologies, WebLogic, JSP, Business Intelligence, Visual Basic

Dibrugarh University   1999 — 2001

James Reisert, P.E. James Reisert, P.E. Indianapolis, Indiana Area Details
James Reisert, P.E.'s Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   January 2011 - Present
Strand Associates, Inc.   July 2003 - January 2011

GISMA Business School   2003 — 2003
MBA, Finance, Operations

Purdue University - Krannert School of Management   2001 — 2003
MBA, Finance, Operations

Purdue University   2000 — 2003
MS, Civil/Structural Engineering

Purdue University   1995 — 2000
BS, Civil Engineering

Steven Mammen Steven Mammen San Francisco Bay Area Details
Steven Mammen's Edward Jones Experience 2006 - July 2009
Job Store Manager at Orchard Supply Hardware
Industry Retail
Orchard Supply Hardware  May 2015 - Present
Big Lots  May 2014 - Present
Michaels Arts and Crafts  August 2010 - May 2014
TJ Maxx  January 2010 - August 2010
CVS Caremark Corporation  July 2009 - January 2010
Edward Jones   2006 - July 2009
Office Depot  January 1995 - June 2006
Office Depot  January 1992 - December 1994
STOR Furnishing   January 1991 - January 1992
Pace Mamebership Warehouse   1988 - 1991

Loss Prevention, Store Management, Profit, Multi-unit, Merchandising, Retail, Income Statement, Visual Merchandising, Inventory Control, Inventory Management, Driving Results, Store Operations, Big Box, P&L Management, Recruiting, Expense Management, Team Building, Customer Service, CPFR, POS, Shrinkage

California Polytechnic State University-San Luis Obispo   2004 — 2006
BS, Business Administration

Allan Hancock College   2000 — 2004
Associate of Arts (AA), Business Administration and Management, General

Venkateswara Rao Kalepalli Venkateswara Rao Kalepalli Greater St. Louis Area Details
Venkateswara Rao Kalepalli's Edward Jones Experience February 2012 - Present
Job Senior Database Administrator at Edward Jones
Industry Financial Services
Edward Jones   February 2012 - Present
Mahindra Satyam  July 2006 - September 2012
Mahindra Satyam  October 2005 - June 2006
Mahindra Satyam  January 2003 - September 2005
Mahindra Satyam  July 2000 - December 2002
Wipro Technologies  October 1999 - July 2000
TCI Finance Limited   April 1995 - March 1997

Oracle RAC, Unix, Data Warehousing, Oracle, Databases, Database Administration, Performance Tuning, Testing, Software Project..., SQL, PL/SQL, SOA, Requirements Analysis, Pre-sales, Integration, Program Management, SDLC

Acharya Nagarjuna University   1993 — 1995
Masters, computer Science

Lutheran High schoool

Donna Troia Donna Troia Greater New York City Area Details
Donna Troia's Edward Jones Experience July 2010 - March 2011
Job Managing Director at Mesirow Financial Consulting
Industry Financial Services
Mesirow Financial Consulting  August 2012 - Present
Edward Jones   July 2010 - March 2011
Financial Guaranty Insurance Company  May 2005 - December 2008
Ambac Financial Group  January 1990 - May 2005
Bond Investor Guaranty   January 1987 - January 1990
Altana Pharmaceuticals Inc   January 1984 - January 1987

Structured and..., Credit Risk, Mutual Funds, Investments, Structured Finance, Portfolio Management, Risk Management, Finance, Credit, Financial Risk, Capital Markets, Corporate Finance, Bonds, Securitization

Adelphi University
Bachelor of Science (B.S.)

Professional Certifications
FINRA 7, 63

Doug Carroll Doug Carroll Greater St. Louis Area Details
Doug Carroll's Edward Jones Experience January 2013 - Present
Job Principal, Human Resources at Edward Jones
Industry Financial Services
Edward Jones   January 2013 - Present
Edward Jones   2007 - Present
Citigroup  2005 - 2007
BOC Gases  1999 - 2005
Prudential Financial  1993 - 1999

Fairleigh Dickinson University-Florham Campus   1997 — 2000

Albright College   1986 — 1990

Don Rudiak Don Rudiak Toronto, Canada Area Details
Don Rudiak's Edward Jones Experience October 2005 - October 2007
Job Business Intelligence Systems Analyst
Industry Information Technology and Services
Employment and Social Development Canada (ESDC)   September 2010 - Present
TD Waterhouse  February 2008 - April 2009
Edward Jones   October 2005 - October 2007
Running Room Canada   July 2004 - October 2005
IBM Canada Ltd  October 1976 - May 2003

Cognos Business..., SQL, Microsoft Office, Data Warehousing, Oracle, VMware, DB2, Microsoft SQL Server, PL/SQL, Linux, Java, JavaScript, ASP.NET, C#, TCP/IP, Visio, Access, Cisco Switch/Router..., IBM z/OS, TSO/ISPF,..., Cognos, Team Leadership, Business Analysis, Data Analysis, Project Management

Algonquin College of Applied Arts and Technology   2010 — 2010
Certificate, IT, Business Intelligence

Canadian Securities Institute   2005 — 2008
Financial Services

Nicholas Craig Nicholas Craig San Francisco Bay Area Details
Nicholas Craig's Edward Jones Experience June 2008 - April 2009
Job Customer Success Manager at Oracle Marketing Cloud
Industry Computer Software
Oracle  November 2014 - Present
Oracle  March 2014 - November 2014
Microgate USA   August 2013 - March 2014
John Hancock Investments  October 2011 - August 2013
John Hancock Investments  April 2010 - October 2011
Upromise  November 2009 - May 2010
Edward Jones   June 2008 - April 2009

Mutual Funds, Series 7, Investments, Retirement Planning, Finance, Digital Marketing, Marketing Strategy, CRM, Marketing Communications, Marketing, Series 63, Business Development, Sales, Financial Services, Financial Advisory, Uniform Combined State..., series 66, Inbound Marketing, Lead Generation, Social Media Marketing, Email Marketing, Direct Marketing, Display Advertising, Data Analysis, Database Marketing

Washington University in St. Louis - Olin Business School   2004 — 2008
BSBA, Marketing, Finance, Economics

National Pingtung University of Education   2007 — 2007
Chinese Language and Literature

Crysal Springs Uplands School

Cherie Hanson Cherie Hanson Greater Grand Rapids, Michigan Area Details
Cherie Hanson's Edward Jones Experience January 2013 - Present
Job Financial Services Professional
Industry Financial Services
Edward Jones   January 2013 - Present
Lacks Enterprises  December 2011 - August 2012
Capital Partners Funding Group   June 1996 - March 2009
CLB Consulting, Inc   March 1992 - June 1996

Healthcare, Event Management, Accounts Payable

Adrian College
Bachelor of Arts, Home Economics

Richard Suder, CFA, CFP®, ChFC, CLU Richard Suder, CFA, CFP®, ChFC, CLU Greater Boston Area Details
Richard Suder, CFA, CFP®, ChFC, CLU's Edward Jones Experience December 2004 - July 2009
Job President at Auri Elan Financial Group
Industry Financial Services
Auri Elan Financial Group   July 2009 - Present
Edward Jones   December 2004 - July 2009
Bayer HealthCare  1999 - 2004

The CFA Institute   2006 — 2008
CFA, Wealth Management

The American College   2006 — 2007
ChFC, CLU, Wealth Management

The Certified Financial Planner Board of Standards, Inc   2006 — 2007
CFP®, Wealth Management

The College for Financial Planning   2005 — 2006
CRPS, AAMS, Wealth Management

Fairleigh Dickinson University   2002 — 2003
Certificate, Pharmaceutical Study

University of New Haven   2000 — 2002
MBA, Finance

Brigham Young University   1996 — 1998
MS, Organic Chemistry

Chinese Academy of Sciences   1993 — 1996
MS, Organic Chemistry

Inner Mongolia University   1989 — 1993
BS, Organic Chemistry

Julius Porter Julius Porter Greater Detroit Area Details
Julius Porter's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   December 2013 - Present

Microsoft Excel, PowerPoint, Access, Microsoft Word, Customer Service, Microsoft Office, Leadership, Teamwork, Sales, Team Leadership, Public Speaking, Event Planning, Retail, Social Media, Facebook, Finance, Financial Analysis

University of Michigan-Dearborn   2010 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Alma College   2008 — 2009
Associate's degree, Accounting and Business/Management

Catherine Bohusz Catherine Bohusz Orlando, Florida Area Details
Catherine Bohusz's Edward Jones Experience February 1997 - January 2000
Job Cruise Consultant
Industry Leisure, Travel & Tourism
Expedia Cruise Ship Centers  2010 - Present
Florida Hosptal   March 2008 - October 2011
Bank of America  January 2003 - August 2005
Merrill Lynch  January 2000 - November 2002
Edward Jones   February 1997 - January 2000
Entertainment Publications  January 1985 - January 1997
Entertainment Promotions  1984 - 1997
United States Recreational Ski Association   August 1982 - January 1985

Fundraising, Customer Service, Coaching, Sales, Team Building, Training, Public Speaking, Account Management, Sales Management, Microsoft Office, Event Planning, Customer Retention, Strategic Planning, Marketing, Microsoft Excel, Advertising

Florida Hospital College of Health Sciences   2006 — 2008
Bachelor of Science Nursing

Valencia Community College   2006 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies

Sierra Vista High School   1963 — 1967

Kenneth Keys Kenneth Keys Clarksdale, Mississippi Details
Kenneth Keys's Edward Jones Experience August 2010 - May 2011
Job EVS Director NWMRMC
Industry Environmental Services
Hospital Housekeeping Systems  October 2011 - Present
Coahoma Community College  August 2007 - Present
Edward Jones   August 2010 - May 2011

Microsoft Excel, Series 7, Customer Service, PowerPoint, Budgets, Microsoft Office, Wealth Management, Retirement, Leadership, Mutual Funds, Investment Advisory, Fixed Annuities, Strategic Financial..., Microsoft Word, Public Speaking, Outlook, Coaching, Community Outreach, Nonprofits, Team Building, Program Development, Staff Development, Strategic Planning, Teaching

NYIT   2007 — 2009
Master of Business Administration (MBA), Economics & Business Strategy

Delta State University   2002 — 2004
Executive MBA, Business Administration and Management, General

Alcorn State University   1992 — 1996
Bachelor of Science (BS), Business Management

Barry Lovejoy Barry Lovejoy Odessa/Midland, Texas Area Details
Barry Lovejoy's Edward Jones Experience March 1992 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Edward Jones   March 1992 - Present

Series 7, Investment Advisory, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63

Abilene Christian University   1974 — 1976
Bachelor of Business Administration (BBA), Banking and Finance

Abilene Christian University   1974 — 1976
Bachelor's degree, Business Administration and Management, General

Darius Sarosh Darius Sarosh Dundee, Michigan Details
Darius Sarosh's Edward Jones Experience May 2009 - February 2010
Job Financial Analyst at ProQuest
Industry Accounting
ProQuest  July 2014 - Present
ProQuest  March 2013 - July 2014
ProQuest  April 2011 - March 2013
Thomson Reuters  2010 - 2011
Edward Jones   May 2009 - February 2010

University of Michigan - Stephen M. Ross School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance and Strategy

Albion College   2005 — 2009
Bachelor’s Degree, Economics and Management

Cindy Jones Cindy Jones Amarillo, Texas Area Details
Cindy Jones's Edward Jones Experience December 2010 - Present
Job Independent Insurance Professional
Industry Insurance
Eberl Claims Service Inc.  March 2012 - Present
Edward Jones   December 2010 - Present
Texas Department of Family and Protective Services  February 1983 - February 2010

Claim, Health Insurance, Property & Casualty...

Amarillo College
Business Administration and Management, General

Daniel Zervins Daniel Zervins Greater Pittsburgh Area Details
Daniel Zervins's Edward Jones Experience January 2009 - May 2009
Job Health Services Researcher at Gateway Health
Industry Hospital & Health Care
Gateway Health  March 2015 - Present
Gateway Health System  December 2011 - Present
Gateway Health System  June 2011 - January 2012
Gateway Health System  May 2010 - August 2010
Edward Jones   January 2009 - May 2009

Healthcare Management, Healthcare IT, Data Analysis, Healthcare Information..., Access, Analysis, Business Intelligence, Healthcare, Informatics, Policy, Process Improvement, Program Evaluation, Program Management, Stata, Healthcare Industry, SAS

Carnegie Mellon University   2009 — 2011
M.S., Health Care Policy and Management

Allegheny College   2005 — 2009
B.A., Economics

Thomas Laviano Thomas Laviano Kings Park, New York Details
Thomas Laviano's Edward Jones Experience May 2004 - April 2006
Job Portfolio Manager at United Asset Strategies, Inc.
Industry Financial Services
United Asset Strategies, Inc.   May 2013 - Present
United Asset Strategies, Inc.   August 2012 - May 2013
United Asset Strategies, Inc.   May 2012 - August 2012
Ultimate Health Outcomes   October 2011 - August 2012
Charles Schwab  April 2006 - July 2010
Edward Jones   May 2004 - April 2006
Ultimate Health Outcomes   August 1999 - May 2004


Dowling College   2011 — 2012
MBA, Corporate Finance

Adelphi University   1998 — 1999
MA, Physical Education

State University of New York College at Cortland   1996 — 1998
BS, Physical Education

Terry Penner Terry Penner United States Details
Terry Penner's Edward Jones Experience September 2007 - September 2009
Job Owner of Penner Transport
Industry Financial Services
Penner Transport   May 2011 - Present
Foster Klima & Company  September 2009 - September 2010
Edward Jones   September 2007 - September 2009

Alexandria Technical College   1985 — 1987
Diesel Mechanics Technology/Technician

Minnesota State University, Moorhead

Mary Grace Barnaba Mary Grace Barnaba San Francisco, California Details
Mary Grace Barnaba's Edward Jones Experience February 2012 - Present
Job Broker Office Assistant Trainee
Industry Investment Management
Edward Jones   February 2012 - Present
Aon Benfield - Reinsurance Brokerage Firm   August 2003 - January 2011
Benfield Blanch Inc. - Reinsurance Brokerage Firm   May 1996 - January 2003

Microsoft Office, Event Planning, File Management

Allegheny College

Kendall Riggan Kendall Riggan United States Details
Kendall Riggan's Edward Jones Experience May 2006 - August 2006
Job Educator
Industry Education Management
Snyder ISD  August 2012 - October 2014
Snyder Independent School District  July 2011 - July 2012
Snyder High School   August 2009 - May 2011
Snyder Junior High School   August 2007 - May 2009
Edward Jones   May 2006 - August 2006

Abilene Christian University   2010 — 2011
Master of Education, Leadership of Learning

University of Arizona   2003 — 2006
Bachelor of Science in Business Administration, Finance

Debbie Kiesel-Ryan Debbie Kiesel-Ryan Greater Pittsburgh Area Details
Debbie Kiesel-Ryan's Edward Jones Experience August 2008 - February 2011
Job Customer Service Representative II at PNC
Industry Financial Services
PNC  2014 - Present
BNY Mellon  June 2013 - 2014
Wealth Management Strategies  February 2011 - April 2013
Edward Jones   August 2008 - February 2011
Transamerica Asset Management  July 2007 - August 2008
Transamerica Asset Management  December 2004 - July 2007
AT&T/Lucent Technologies/Avaya   August 1977 - January 2003
AT&T/Lucent Technologies/Avaya   August 1977 - January 2003
AT&T/Lucent Technologies/Avaya   August 1977 - January 2003
AT&T/Lucent technologies/Avaya   August 1977 - January 2003

Administrative..., Spreadsheets, Telephone Skills, Fax, Financial Services, Confidentiality, Data Entry, Calendars, Outlook, Office Administration, Travel Arrangements, Organization &..., Office Management, PeopleSoft, Office Equipment, Call Center, Insurance, Highly detail oriented, Appointment Scheduling, Access, Credit, Customer Service, Phone Coverage, Work Without Supervision, Handle Confidential..., Handle Multiple..., Gatekeeping, Message Taking, High level of..., Interact with All..., Office Equipment..., Office Equipment..., Microsoft Office 2007, Customer Retention, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Internet Explorer, Records Management, Database Admin, Troubleshooting, Administrative Work, Schedules, Supervisory Skills, Transaction Processing, Voice Mail, Client Relations Skills, Invoicing, Call Centers

St. Petersburg College   1998 — 2004
Telecommunications Engineering

Pennsylvania State University-Penn State Greater Allegheny   1992 — 1994
Business Management, Certificate

Penn Hills Senior High School   1969 — 1973

Jennifer Haskell Jennifer Haskell Montgomery, Alabama Area Details
Jennifer Haskell's Edward Jones Experience January 2006 - April 2007
Job Examiner at Alabama Department of Insurance
Industry Government Administration
Alabama Department of Insurance  September 2007 - Present
Overby-Seawell Company  May 2007 - September 2007
Edward Jones   January 2006 - April 2007
Alabama State University  2004 - 2006

Finance, Microsoft Office, Banking, Auditing, Government, Account Reconciliation, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, Budgets, Series 7, Risk Management, Public Speaking, Microsoft Excel, Public Relations, Financial Planners

Auburn University at Montgomery   2002 — 2003
Master of Business Administration (MBA), Finance, General

Alabama State University   2000 — 2002
Bachelor of Science (B.S.), Finance, General

Deborah Ulch Deborah Ulch Orange County, California Area Details
Deborah Ulch's Edward Jones Experience July 2009 - August 2009
Job Customer Service Representative
Industry Financial Services
Fi-Med Management  September 2009 - January 2011
Edward Jones   July 2009 - August 2009
AT&T  September 2005 - September 2008
AT&T  November 2003 - September 2005
SBC Telecommunications  February 1999 - November 2003

Administrative support, Balance ledger, Claims appeal procedures, Customer service/Client..., Excel Spreadsheet..., Filing and data..., Financial records and..., Health insurance..., Insurance eligibility..., Medical terminology, Microsoft Word, Excel,..., Schedule management, Telephone..., Courteous professional..., Critical thinking, Excellent communication..., Fast learner/Strong..., Meets/exceeds goals, Problem..., Self-starter/Attention..., Strong organizational...

Franklin Career College   2009 — 2009
Medical Billing

Sam Malchar Sam Malchar Galveston, Texas Details
Sam Malchar's Edward Jones Experience December 2013 - Present
Job at
Industry Financial Services
Edward Jones   December 2013 - Present
East Central University  June 2009 - Present
Texas First Bank  June 2013 - August 2013
Pappas Restaurants, Inc.   August 2009 - August 2012
Abilene Christian University  August 2011 - May 2012
Discount Tire Company  August 2007 - March 2008

Abilene Christian University   2011 — 2013
BS, Finance

East Central University
BA, Finance

Wharton County Junior College   2009 — 2011
AA, General Studies

Wharton County Junior College   2009 — 2011
AA, General Studies

Frederick Covalt Frederick Covalt Saint Louis, Missouri Details
Frederick Covalt's Edward Jones Experience August 2000 - July 2008
Job Retired and enjoying life
Industry Leisure, Travel & Tourism
Retired and enjoying life  2008 - Present
Edward Jones   August 2000 - July 2008

Leisure, Project Management, Program Management, Financial Analysis

University of Missouri-Saint Louis   1972 — 1973
Took accounting courses to have a accounting major

Indiana University Bloomington   1965 — 1967
Bachelor's Degree, Business Administration and Management, General

Allan Hancock College   1963 — 1964
Took courses while in the Air Force, General Studies

Illinois Wesleyan University   1960 — 1961
General Studies

wesley bodie wesley bodie Augusta, Georgia Details
wesley bodie's Edward Jones Experience February 2011 - February 2012
Job Community Relations
Industry Marketing and Advertising
State Farm  June 2015 - Present
BurroughsElijah llc   September 2014 - Present
Sleep Number by Select Comfort  February 2013 - October 2014
Mattress Man   February 2012 - January 2013
Edward Jones   February 2011 - February 2012
Edward Jones   January 2011 - February 2012
Edward Jones   2011 - 2012
Just Beds   January 2009 - January 2011
Mattress Depot   December 2005 - December 2008

Management, Investments, Finance, Customer Service, Leadership, Team Building, Strategic Planning, Time Management, Marketing, Retirement, Microsoft Office, Financial Analysis, Merchandising

Aiken Technical College   1997 — 1999
Business, Management, Marketing, and Related Support Services

Pegy McSwain Pegy McSwain Mantua, Ohio Details
Pegy McSwain's Edward Jones Experience January 2013 - April 2013
Job Executive Assistant/Marketing Assistant at Vireo Ventures LLC dba Sylvan Learning
Industry Individual & Family Services
Vireo Ventures, LLC (dba Sylvan Learning Centers)   March 2015 - Present
Edward Jones   January 2013 - April 2013
Education Solutions, LLC (dba Sylvan Learning Centers)   May 2008 - October 2012

Data Entry, Analysis, Microsoft Excel, Microsoft Word, Email Marketing, Outlook, PowerPoint, Website Maintenance, Time Management, Customer Service, Social Media, Event Planning, Event Management, Community Outreach, Training, Supervisory Skills, Staff Development, Program Development, Higher Education, Fundraising, Nonprofits

Kent State University
Bachelor's of Science, Accounting

Kent State University at Geauga
Associate of Arts (A.A.), General Studies

Willie Vanderpool Willie Vanderpool Dallas/Fort Worth Area Details
Willie Vanderpool's Edward Jones Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Edward Jones   2008 - 2012
lucy activewear  2006 - 2008
Tekelec  2006 - 2006
ALCATEL USA  1995 - 2001

Production Planning, Retail Sales, Procurement, Supply Chain Management, Customer Support, Financial Markets, Inventory Control, Time Management, Purchasing, Sales, Management, Customer Satisfaction, Data Entry, Retail, Process Scheduler, MRP

Amberton University

Charles Sanderson Charles Sanderson Wright City, Missouri Details
Charles Sanderson's Edward Jones Experience August 2011 - Present
Job IS Support Analyst at Edward Jones
Industry Information Technology and Services
Edward Jones   August 2011 - Present
The Home Depot  February 2005 - May 2013
Alarm Installers Of North Carolina   September 2004 - April 2005
United States Marine Corps  September 2000 - September 2004

Customer Service, Customer Satisfaction, Troubleshooting, Inventory Management, Microsoft Office, Outlook, Technical Support, Microsoft Excel, Computer Hardware, Microsoft Word, Sales, PowerPoint, Process Improvement, Access, Software Documentation, XP, Team Leadership, Windows 7, Lotus Notes, Help Desk Support

Kaplan University   2006 — 2008
Bachelor's Degree, Computer Science

American InterContinental University   2003 — 2004
Associate's degree, Business Administration and Management, General

Koler D Koler D Denver, Colorado Details
Koler D's Edward Jones Experience August 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Edward Jones   August 2010 - Present

American Academy of Art
Associate's degree, Graphic Design

Highland High School

April Sargent April Sargent Andrews, North Carolina Details
April Sargent's Edward Jones Experience February 2008 - February 2013
Job Coowner/Agent
Industry Insurance
Self-employed  Co-owner/AgentSelf-employedFebruary 2013 - Present
Edward Jones   February 2008 - February 2013

American InterContinental University

Ann Yi Ann Yi Federal Way, Washington Details
Ann Yi's Edward Jones Experience February 2009 - Present
Job Customer Service at Edward Jones
Industry Financial Services
Edward Jones   February 2009 - Present
Sterling Bank  February 2009 - July 2009

Princess of Naradhiwas University

University of Mumbai

Dad Cell Dad Cell Phoenix, Arizona Details
Dad Cell's Edward Jones Experience July 1991 - February 2007
Job artist
Industry Arts and Crafts
Self-employed  January 2006 - Present
Edward Jones   July 1991 - February 2007

Adams State University   1961 — 1965
Bachelor of Fine Arts (B.F.A.), history education

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