Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Salaries. You can even request information on how much does Edward Jones pay if you want to. Learn about salaries, pros and cons of working for Edward Jones directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Employee
Years
Job
Industry
Margaret Babbitt Margaret Babbitt's Edward Jones Experience June 2006 - August 2007
Job Juris Doctor
Industry Legal Services
Experience
California Western School of Law January 2013 - May 2015
Fay & Lawler May 2014 - August 2014
California Western School of Law February 2014 - May 2014
Elder Law & Advocacy January 2014 - April 2014
LPL Financial September 2007 - January 2009
Edward Jones June 2006 - August 2007
American Funds November 2004 - February 2006
First Command Financial Services March 2004 - October 2004
US Navy September 2002 - November 2003
US Navy August 2000 - June 2002
Skills
Investments, Microsoft Office, Leadership, Strategic Planning, Analysis, Marketing, Business Development, Marketing Strategy, Budgets, Public Speaking, Research, Team Leadership, Securities, Retirement Planning, Microsoft Excel, Mutual Funds, Editing, Fundraising, Sales, Event Planning, Legal Writing, Legal Research, Management, Customer Service
Education
California Western School of Law 2013 — 2015
Juris Doctor (J.D.), Cum Laude
The University of New Mexico 1993 — 1999
Bachelor of Science (B.S.), Biology, General
California Western School of Law January 2013 - May 2015
Fay & Lawler May 2014 - August 2014
California Western School of Law February 2014 - May 2014
Elder Law & Advocacy January 2014 - April 2014
LPL Financial September 2007 - January 2009
Edward Jones June 2006 - August 2007
American Funds November 2004 - February 2006
First Command Financial Services March 2004 - October 2004
US Navy September 2002 - November 2003
US Navy August 2000 - June 2002
Skills
Investments, Microsoft Office, Leadership, Strategic Planning, Analysis, Marketing, Business Development, Marketing Strategy, Budgets, Public Speaking, Research, Team Leadership, Securities, Retirement Planning, Microsoft Excel, Mutual Funds, Editing, Fundraising, Sales, Event Planning, Legal Writing, Legal Research, Management, Customer Service
Education
California Western School of Law 2013 — 2015
Juris Doctor (J.D.), Cum Laude
The University of New Mexico 1993 — 1999
Bachelor of Science (B.S.), Biology, General
Ryan Denenberg Ryan Denenberg's Edward Jones Experience June 2013 - August 2013
Job Business Category Associate at General Mills
Industry Food Production
Experience
General Mills July 2015 - Present
General Mills August 2014 - Present
Edward Jones June 2013 - August 2013
No Labels June 2012 - August 2012
Riekes Center June 2011 - August 2011
Skills
Consumer Insight, Research, Nielsen, Strategic Communications, Leadership, Microsoft Excel, Community Outreach, Writing, Finance, Microsoft Office, Public Speaking, PowerPoint, Data Analysis
Education
Carleton College 2010 — 2014
Bachelor's degree, Political Science, Magna Cum Laude Honors
General Mills July 2015 - Present
General Mills August 2014 - Present
Edward Jones June 2013 - August 2013
No Labels June 2012 - August 2012
Riekes Center June 2011 - August 2011
Skills
Consumer Insight, Research, Nielsen, Strategic Communications, Leadership, Microsoft Excel, Community Outreach, Writing, Finance, Microsoft Office, Public Speaking, PowerPoint, Data Analysis
Education
Carleton College 2010 — 2014
Bachelor's degree, Political Science, Magna Cum Laude Honors
Rosa Chapa Rosa Chapa's Edward Jones Experience 2001 - 2003
Job IL. Real Estate Broker at @properties
Industry Real Estate
Experience
@properties June 2009 - Present
Disney Vacation Club February 2009 - June 2012
Edward Jones 2001 - 2003
Skills
Real Estate, Investment Properties, Foreclosures, Sellers, Short Sales, Luxury, Condos, First Time Home Buyers, New Home Sales, REO, Referrals, Relocation, Sales, Selling, Single Family Homes, Investors, Rentals, Real Estate Transactions
Education
Calumet College of Saint Joseph 2012 — 2014
Bachelor of Science (B.S.), Organizational Leadership
Morton 1999 — 2001
associate, communications
@properties June 2009 - Present
Disney Vacation Club February 2009 - June 2012
Edward Jones 2001 - 2003
Skills
Real Estate, Investment Properties, Foreclosures, Sellers, Short Sales, Luxury, Condos, First Time Home Buyers, New Home Sales, REO, Referrals, Relocation, Sales, Selling, Single Family Homes, Investors, Rentals, Real Estate Transactions
Education
Calumet College of Saint Joseph 2012 — 2014
Bachelor of Science (B.S.), Organizational Leadership
Morton 1999 — 2001
associate, communications
Stephanie (Collins) Wegner Stephanie (Collins) Wegner's Edward Jones Experience February 2012 - Present
Job Student / Web Design and Marketing
Industry Consumer Services
Experience
Edward Jones February 2012 - Present
Republic Services May 2014 - October 2014
Freelace / Self-employed June 2009 - February 2014
Peoples Bank October 2007 - March 2009
Guaranty Bank March 2007 - October 2007
Skills
Sales, Social Networking, Customer Service, Online Marketing, Social Media Marketing, Internal & External..., Microsoft Office, Photoshop, Multi Tasking, Customer Oriented, Phone Etiquette, Cash Handling Experience, Financial Services, Office Administration, Photography, PowerPoint, Cold Calling, Team Building
Education
Upper Iowa University 2009 — 2014
Bachelor's degree, Marketing with a Business Management and Communications Emphasis
Carroll College 2006 — 2008
Business, Management, Marketing, and Related Support Services
Edward Jones February 2012 - Present
Republic Services May 2014 - October 2014
Freelace / Self-employed June 2009 - February 2014
Peoples Bank October 2007 - March 2009
Guaranty Bank March 2007 - October 2007
Skills
Sales, Social Networking, Customer Service, Online Marketing, Social Media Marketing, Internal & External..., Microsoft Office, Photoshop, Multi Tasking, Customer Oriented, Phone Etiquette, Cash Handling Experience, Financial Services, Office Administration, Photography, PowerPoint, Cold Calling, Team Building
Education
Upper Iowa University 2009 — 2014
Bachelor's degree, Marketing with a Business Management and Communications Emphasis
Carroll College 2006 — 2008
Business, Management, Marketing, and Related Support Services
Scott Slusser Scott Slusser's Edward Jones Experience January 2006 - April 2006
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company February 2014 - Present
Tony's Roofcare May 2011 - February 2014
Washington Cedar & Supply August 2006 - April 2011
MassMutual Financial Group April 2006 - August 2006
Edward Jones January 2006 - April 2006
Skills
Small Business, Retirement, Retirement Planning, Life Insurance, Investments, Mutual Funds, 401(k), Variable Annuities, Long Term Care Insurance, Estate Planning, Team Building, Sales, Microsoft Office, Leadership, Customer Service, Finance
Education
Capella University 2009 — 2011
MBA, Corporate Finance
Central Washington University 2000 — 2005
B.S., Geology, Finance
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company February 2014 - Present
Tony's Roofcare May 2011 - February 2014
Washington Cedar & Supply August 2006 - April 2011
MassMutual Financial Group April 2006 - August 2006
Edward Jones January 2006 - April 2006
Skills
Small Business, Retirement, Retirement Planning, Life Insurance, Investments, Mutual Funds, 401(k), Variable Annuities, Long Term Care Insurance, Estate Planning, Team Building, Sales, Microsoft Office, Leadership, Customer Service, Finance
Education
Capella University 2009 — 2011
MBA, Corporate Finance
Central Washington University 2000 — 2005
B.S., Geology, Finance
Amy Phelps Caldwell Amy Phelps Caldwell's Edward Jones Experience February 2007 - Present
Job Senior Branch Office Administrator,Edward Jones
Industry Financial Services
Experience
Edward Jones February 2007 - Present
Skills
Office Administration, Administrative..., Finance, Microsoft Excel, Insurance, Data Entry, Retirement, Customer Service, Microsoft Word, Budgets, PowerPoint, Microsoft Office, Banking, General Ledger, Outlook, Spreadsheets, Accounting, QuickBooks, Public Speaking, Time Management, Team Building, Leadership, Coaching, Event Planning, Strategic Planning, Marketing, Small Business, Event Management, Financial Analysis, Investments, Mutual Funds, Negotiation, Marketing Strategy, Social Media, Management, Retirement Planning, Project Management, Process Improvement, Financial Services, Strategy, Research, Life Insurance, Public Relations
Education
Regis University
Master's degree, Accounting
Campbell University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Ivy Tech Community College 2002 — 2004
Associate in Accounting, Accounting
Edward Jones February 2007 - Present
Skills
Office Administration, Administrative..., Finance, Microsoft Excel, Insurance, Data Entry, Retirement, Customer Service, Microsoft Word, Budgets, PowerPoint, Microsoft Office, Banking, General Ledger, Outlook, Spreadsheets, Accounting, QuickBooks, Public Speaking, Time Management, Team Building, Leadership, Coaching, Event Planning, Strategic Planning, Marketing, Small Business, Event Management, Financial Analysis, Investments, Mutual Funds, Negotiation, Marketing Strategy, Social Media, Management, Retirement Planning, Project Management, Process Improvement, Financial Services, Strategy, Research, Life Insurance, Public Relations
Education
Regis University
Master's degree, Accounting
Campbell University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Ivy Tech Community College 2002 — 2004
Associate in Accounting, Accounting
Mara Raphael Miller Mara Raphael Miller's Edward Jones Experience January 2001 - January 2005
Job Director of Sales & Marketing at Cottonwood Village
Industry Individual & Family Services
Experience
Cottonwood Village Independent & Assisted Living November 2011 - Present
Harmony Home Care January 2007 - November 2011
Edward Jones January 2001 - January 2005
Skills
Event Planning, Customer Service, Strategic Planning, Fundraising, Public Relations, Event Management, Marketing, Team Building, Social Media, Non-profits, Marketing Strategy, Sales, Budgets, Sales Management, Community Outreach, Coaching, New Business Development, Microsoft Office, Social Media Marketing
Education
Yavapai College 2009 — 2011
Associate of Arts (AA), Fine and Studio Arts
California State University-Northridge 1992 — 1994
Cottonwood Village Independent & Assisted Living November 2011 - Present
Harmony Home Care January 2007 - November 2011
Edward Jones January 2001 - January 2005
Skills
Event Planning, Customer Service, Strategic Planning, Fundraising, Public Relations, Event Management, Marketing, Team Building, Social Media, Non-profits, Marketing Strategy, Sales, Budgets, Sales Management, Community Outreach, Coaching, New Business Development, Microsoft Office, Social Media Marketing
Education
Yavapai College 2009 — 2011
Associate of Arts (AA), Fine and Studio Arts
California State University-Northridge 1992 — 1994
Tom Hubert Tom Hubert's Edward Jones Experience July 1999 - February 2001
Job Director of the Wealth Management Program at Redwood Credit Union
Industry Financial Services
Experience
Redwood Credit Union February 2014 - Present
CUSO Financial Services, LP January 2011 - February 2014
Chase January 2008 - January 2011
Citi March 2001 - November 2007
Edward Jones July 1999 - February 2001
Skills
Series 7, Series 63, Series 65, Series 24, Series 9, Series 10, CA Insurance License..., FINRA, Finance, Financial Services, Investments, Securities, Retirement Planning, Investment Advisory, Wealth Management, Financial Advisory, Asset Allocation
Education
Cameron University
Bachelor of Science (B.S.), Psychology
Cameron University
Master of Business Administration (M.B.A.)
Corsicana High School
Redwood Credit Union February 2014 - Present
CUSO Financial Services, LP January 2011 - February 2014
Chase January 2008 - January 2011
Citi March 2001 - November 2007
Edward Jones July 1999 - February 2001
Skills
Series 7, Series 63, Series 65, Series 24, Series 9, Series 10, CA Insurance License..., FINRA, Finance, Financial Services, Investments, Securities, Retirement Planning, Investment Advisory, Wealth Management, Financial Advisory, Asset Allocation
Education
Cameron University
Bachelor of Science (B.S.), Psychology
Cameron University
Master of Business Administration (M.B.A.)
Corsicana High School
Kasc Scott Kasc Scott's Edward Jones Experience September 2009 - April 2011
Job Senior Regional Investment Consultant
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Merrill Lynch April 2011 - August 2013
Edward Jones September 2009 - April 2011
Skills
Finance, Financial Analysis, Financial Goals, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Tax, Wealth Management, Financial Services, Mutual Funds, Series 63
Education
Cameron University 2007 — 2009
Bachelors, Finance
Fidelity Investments August 2013 - Present
Merrill Lynch April 2011 - August 2013
Edward Jones September 2009 - April 2011
Skills
Finance, Financial Analysis, Financial Goals, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Tax, Wealth Management, Financial Services, Mutual Funds, Series 63
Education
Cameron University 2007 — 2009
Bachelors, Finance
Jared De Soto Jared De Soto's Edward Jones Experience December 2012 - February 2014
Job Relationship Manager II | TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
Edward Jones December 2012 - February 2014
Luxottica Retail November 2002 - December 2012
Bumble Bee Foods August 2010 - December 2010
Skills
Relationship Management, Customer Service, Analysis, Visio, MS Project, Excel - Advanced, Adobe Design Suite, MS Office Suite, Visual Studio, SAP
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.) in Business Administration, Emphasis in Management Information Systems
TD Ameritrade Institutional February 2014 - Present
Edward Jones December 2012 - February 2014
Luxottica Retail November 2002 - December 2012
Bumble Bee Foods August 2010 - December 2010
Skills
Relationship Management, Customer Service, Analysis, Visio, MS Project, Excel - Advanced, Adobe Design Suite, MS Office Suite, Visual Studio, SAP
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.) in Business Administration, Emphasis in Management Information Systems
Casey Yanez Casey Yanez's Edward Jones Experience November 2012 - 2013
Job Weapons Program Manager at United States Air Force
Industry Defense & Space
Experience
United States Air Force February 2015 - Present
Edward Jones November 2012 - 2013
United States Air Force September 2010 - November 2012
Aeronautical Systems Center October 2008 - September 2010
Aeronautical Systems Center (WPAFB) August 2006 - October 2008
Air Logistics Center (ALC) Robins AFB GA April 2005 - August 2006
Air Logistics Center (ALC) Robins AFB GA January 2003 - April 2005
Skills
Security Clearance, Air Force, Program Management, Government Contracting, Military Operations, Earned Value Management, Information Assurance, Aircraft, Electronic Warfare, Weapons, Intelligence, Radar, Integration, Risk Management, DoD, UAV, Military, Contract Management, Logistics, Reconnaissance, Systems Engineering, Aerospace, MS Project, Leadership, Testing, Operations Management, Cross-functional Team..., Supply Chain Management, Project Planning, Strategic Planning, Requirements Analysis, Project Management, Microsoft Office, Contract Negotiation, Analysis, Team Leadership, Strategic Financial..., Budgets
Education
Villanova University 2013 — 2015
Program Management for Inforation Technology
Capella University 2011 — 2012
Masters, IT/Information Assurance and Security
Webster University 2005 — 2010
MBA, Gov't Contracting
St Leo University 1992 — 1997
Bachelor, Business Administration
United States Air Force February 2015 - Present
Edward Jones November 2012 - 2013
United States Air Force September 2010 - November 2012
Aeronautical Systems Center October 2008 - September 2010
Aeronautical Systems Center (WPAFB) August 2006 - October 2008
Air Logistics Center (ALC) Robins AFB GA April 2005 - August 2006
Air Logistics Center (ALC) Robins AFB GA January 2003 - April 2005
Skills
Security Clearance, Air Force, Program Management, Government Contracting, Military Operations, Earned Value Management, Information Assurance, Aircraft, Electronic Warfare, Weapons, Intelligence, Radar, Integration, Risk Management, DoD, UAV, Military, Contract Management, Logistics, Reconnaissance, Systems Engineering, Aerospace, MS Project, Leadership, Testing, Operations Management, Cross-functional Team..., Supply Chain Management, Project Planning, Strategic Planning, Requirements Analysis, Project Management, Microsoft Office, Contract Negotiation, Analysis, Team Leadership, Strategic Financial..., Budgets
Education
Villanova University 2013 — 2015
Program Management for Inforation Technology
Capella University 2011 — 2012
Masters, IT/Information Assurance and Security
Webster University 2005 — 2010
MBA, Gov't Contracting
St Leo University 1992 — 1997
Bachelor, Business Administration
Justin Butterfield's Edward Jones Experience May 2014 - August 2014
Job International Investment Manager at William Blair
Industry Investment Management
Experience
William Blair & Company 2015 - Present
Enterforce, Inc. September 2014 - April 2015
Edward Jones May 2014 - August 2014
Nesvick Trading Group, LLC May 2013 - October 2013
Carroll University September 2011 - September 2012
Skills
Higher Education, PowerPoint, Event Planning, Microsoft Office, Data Entry, Microsoft Word, Research, Microsoft Excel, Student Affairs, Outlook, Public Speaking, Administrative..., Teamwork, Time Management, Allocations, Data Analysis, Management, Financial Analysis, Commodity, Critical Thinking, Team Leadership, Finance, Leadership, Strategic Planning, Goal Oriented
Education
Carroll University 2011 — 2015
Business Finance & Investment (B.S.), Junior
Lincoln Way West High School 2007 — 2011
William Blair & Company 2015 - Present
Enterforce, Inc. September 2014 - April 2015
Edward Jones May 2014 - August 2014
Nesvick Trading Group, LLC May 2013 - October 2013
Carroll University September 2011 - September 2012
Skills
Higher Education, PowerPoint, Event Planning, Microsoft Office, Data Entry, Microsoft Word, Research, Microsoft Excel, Student Affairs, Outlook, Public Speaking, Administrative..., Teamwork, Time Management, Allocations, Data Analysis, Management, Financial Analysis, Commodity, Critical Thinking, Team Leadership, Finance, Leadership, Strategic Planning, Goal Oriented
Education
Carroll University 2011 — 2015
Business Finance & Investment (B.S.), Junior
Lincoln Way West High School 2007 — 2011
Bob Lavoie Bob Lavoie's Edward Jones Experience October 2013 - August 2014
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Edward Jones October 2013 - August 2014
Robert Lavoie October 2013 - August 2014
Edward Jones October 2013 - August 2014
Skills
Finance, Retirement Planning, Insurance, Series 7, Financial Services, Retirement, Equities, Customer Service
Education
Carson-Newman College 1996 — 1999
New York Life Insurance Company October 2014 - Present
Edward Jones October 2013 - August 2014
Robert Lavoie October 2013 - August 2014
Edward Jones October 2013 - August 2014
Skills
Finance, Retirement Planning, Insurance, Series 7, Financial Services, Retirement, Equities, Customer Service
Education
Carson-Newman College 1996 — 1999
Erica Hakonson's Edward Jones Experience March 2009 - October 2009
Job Marketing Director & Strategic Marketing Consultant
Industry Marketing and Advertising
Experience
Intranet Connections - SQ Box Solutions November 2012 - Present
Hako Consulting January 2012 - Present
Salesworks Systems Inc. January 2010 - January 2012
Edward Jones March 2009 - October 2009
Microsoft 2006 - 2008
Safeco Insurance 2004 - 2006
Independent Colleges of Washington 2003 - 2004
Itron 2002 - 2003
Skills
Brand Development, Brand Awareness, Corporate Branding, Email Marketing, Campaign Development, Campaign Planning, Campaign Management, Lead Generation, Marketing Strategy, Market Research, Marketing Communications, Market Analysis, Direct Marketing, Direct Mail, Search Engine..., Keyword Research, Keyword Analysis, Software Project..., Project Portfolio..., Financial Advice, Online Marketing, Marketing Research, Product Marketing, Online Branding, Editorial Planning, Editorial Strategy, Copywriting, Copy Editing, SEO copywriting, SEO, Program Management, Project Execution, Project Delivery, Digital Marketing, Marketing Process, Lead Scoring, Project Management, Online Advertising, Public Speaking, Direct Sales, Marketing, Web Analytics, Social Media, Strategy, Analytics, SEM, Competitive Analysis, Entrepreneurship, Blogging, Marketing Management
Education
Simon Fraser University
MOT MBA, Management of Technology MBA
Seattle University
BA, Marketing & International Business
Carroll College
Transferred, Marketing
Lakeland High School
Honors Diploma
Intranet Connections - SQ Box Solutions November 2012 - Present
Hako Consulting January 2012 - Present
Salesworks Systems Inc. January 2010 - January 2012
Edward Jones March 2009 - October 2009
Microsoft 2006 - 2008
Safeco Insurance 2004 - 2006
Independent Colleges of Washington 2003 - 2004
Itron 2002 - 2003
Skills
Brand Development, Brand Awareness, Corporate Branding, Email Marketing, Campaign Development, Campaign Planning, Campaign Management, Lead Generation, Marketing Strategy, Market Research, Marketing Communications, Market Analysis, Direct Marketing, Direct Mail, Search Engine..., Keyword Research, Keyword Analysis, Software Project..., Project Portfolio..., Financial Advice, Online Marketing, Marketing Research, Product Marketing, Online Branding, Editorial Planning, Editorial Strategy, Copywriting, Copy Editing, SEO copywriting, SEO, Program Management, Project Execution, Project Delivery, Digital Marketing, Marketing Process, Lead Scoring, Project Management, Online Advertising, Public Speaking, Direct Sales, Marketing, Web Analytics, Social Media, Strategy, Analytics, SEM, Competitive Analysis, Entrepreneurship, Blogging, Marketing Management
Education
Simon Fraser University
MOT MBA, Management of Technology MBA
Seattle University
BA, Marketing & International Business
Carroll College
Transferred, Marketing
Lakeland High School
Honors Diploma
Brian Baughman Brian Baughman's Edward Jones Experience July 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
UBS January 2007 - March 2009
Martin County School District August 2000 - January 2007
Education
California University of Pennsylvania 2005 — 2007
Master's degree, Sports and Business Management
Saint Vincent College 1991 — 1995
Bachelor of Arts (B.A.), History
Edward Jones July 2009 - Present
UBS January 2007 - March 2009
Martin County School District August 2000 - January 2007
Education
California University of Pennsylvania 2005 — 2007
Master's degree, Sports and Business Management
Saint Vincent College 1991 — 1995
Bachelor of Arts (B.A.), History
Carol Anne Sell Carol Anne Sell's Edward Jones Experience August 2014 - Present
Job Owner at None
Industry Medical Practice
Experience
Edward Jones August 2014 - Present
Human Resource Partners, Inc. September 2011 - April 2013
NCDAA May 2010 - May 2012
SunTrust Bank (Central Carolina Bank) April 1999 - September 2011
Skills
Cosmetic Dentistry, Restorative Dentistry, Oral Surgery, Endodontics, Periodontics, Cpr Certified, Healthcare, Teeth Whitening, Dentures, Dental Assisting, Practice Management
Education
Wake Technical Community College 2001 — 2002
Certification, Dental Assistant
Cape Fear Community College 1969 — 1972
Associate of Applied Science, Drafting and Design Technology
Edward Jones August 2014 - Present
Human Resource Partners, Inc. September 2011 - April 2013
NCDAA May 2010 - May 2012
SunTrust Bank (Central Carolina Bank) April 1999 - September 2011
Skills
Cosmetic Dentistry, Restorative Dentistry, Oral Surgery, Endodontics, Periodontics, Cpr Certified, Healthcare, Teeth Whitening, Dentures, Dental Assisting, Practice Management
Education
Wake Technical Community College 2001 — 2002
Certification, Dental Assistant
Cape Fear Community College 1969 — 1972
Associate of Applied Science, Drafting and Design Technology
Brandon Ceccardi's Edward Jones Experience July 2009 - January 2010
Job Account Executive at AASI, Inc.
Industry Insurance
Experience
AASI, Inc. January 2010 - Present
US Air Force Reserve July 2009 - July 2010
Edward Jones July 2009 - January 2010
United States Air Force January 2006 - July 2009
Skills
Health Insurance, Brokers, Account Management, Insurance, Customer Service, Sales, Employee Benefits, Sales Management, Underwriting, Strategic Planning, Health Savings Accounts, Negotiation, Workers Compensation, Property & Casualty..., Networking, Real Estate, Stock Market, Stock Market Analysis, Life Insurance, Term Life Insurance, Leadership, Single Family Homes, Property Management, Series 7, Series 66, Mutual Funds, Coffee Roasting, Aircraft Maintenance, Team Building, Marketing, Management, Investments, Analysis, Cold Calling, Risk Management, Process Improvement, Contract Negotiation, Finance, Project Management, New Business Development, Financial Analysis, Strategy, Time Management
Education
California State University-Sacramento
Bachelor's Degree, Business Administration (Risk Management & Insurance)
AASI, Inc. January 2010 - Present
US Air Force Reserve July 2009 - July 2010
Edward Jones July 2009 - January 2010
United States Air Force January 2006 - July 2009
Skills
Health Insurance, Brokers, Account Management, Insurance, Customer Service, Sales, Employee Benefits, Sales Management, Underwriting, Strategic Planning, Health Savings Accounts, Negotiation, Workers Compensation, Property & Casualty..., Networking, Real Estate, Stock Market, Stock Market Analysis, Life Insurance, Term Life Insurance, Leadership, Single Family Homes, Property Management, Series 7, Series 66, Mutual Funds, Coffee Roasting, Aircraft Maintenance, Team Building, Marketing, Management, Investments, Analysis, Cold Calling, Risk Management, Process Improvement, Contract Negotiation, Finance, Project Management, New Business Development, Financial Analysis, Strategy, Time Management
Education
California State University-Sacramento
Bachelor's Degree, Business Administration (Risk Management & Insurance)
Kevin Carver Kevin Carver's Edward Jones Experience May 2010 - July 2010
Job LUTCF, Insurance Agent at Bankers Life
Industry Insurance
Experience
Bankers Life March 2015 - Present
American Advisors Group (AAG Reverse Mortgage) May 2013 - September 2014
AFA Claim Services November 2010 - March 2012
Edward Jones May 2010 - July 2010
Bristol West Insurance Group May 2003 - November 2009
Professional Claims Services, Inc April 1997 - May 2003
Skills
Specializing in..., LUTCF Insurance..., Solution Selling, Medicare, Medicare Supplements, Medicare Advantage, Critical Illness, Short Term Care, Long Term Care, Universal Life, Whole Life, Final Expense Planning, Fixed and Indexed..., Insuring your Money, Retirement Planning, Life Disability and..., Operations Management..., UPS Management On Road..., Lititgation Specialist..., Claims Management..., Arbitration, DOI Complaints, Coverage Disputes, Mediations, Auto Casualty Claim..., Auto Physical Damage..., TPA Account Management, Insurance, Liability, Casualty Insurance, Property & Casualty..., Microsoft Office, Legal Liability, Property Damage, Sales, General Insurance, Underwriting, Commercial Insurance, Long-term Care, Life Insurance, Leadership, Customer Service, Subrogation, Claims Management, Property and Casualty
Education
California State University-Northridge 1974 — 1977
Bachelor's Degree, Business Administration / Marketing, 2.77
Santa Monica College 1971 — 1974
Associate's Degree, Business Administration and Management, General, 3.23
The American College
LUTCF, Insurance Marketing
Bankers Life March 2015 - Present
American Advisors Group (AAG Reverse Mortgage) May 2013 - September 2014
AFA Claim Services November 2010 - March 2012
Edward Jones May 2010 - July 2010
Bristol West Insurance Group May 2003 - November 2009
Professional Claims Services, Inc April 1997 - May 2003
Skills
Specializing in..., LUTCF Insurance..., Solution Selling, Medicare, Medicare Supplements, Medicare Advantage, Critical Illness, Short Term Care, Long Term Care, Universal Life, Whole Life, Final Expense Planning, Fixed and Indexed..., Insuring your Money, Retirement Planning, Life Disability and..., Operations Management..., UPS Management On Road..., Lititgation Specialist..., Claims Management..., Arbitration, DOI Complaints, Coverage Disputes, Mediations, Auto Casualty Claim..., Auto Physical Damage..., TPA Account Management, Insurance, Liability, Casualty Insurance, Property & Casualty..., Microsoft Office, Legal Liability, Property Damage, Sales, General Insurance, Underwriting, Commercial Insurance, Long-term Care, Life Insurance, Leadership, Customer Service, Subrogation, Claims Management, Property and Casualty
Education
California State University-Northridge 1974 — 1977
Bachelor's Degree, Business Administration / Marketing, 2.77
Santa Monica College 1971 — 1974
Associate's Degree, Business Administration and Management, General, 3.23
The American College
LUTCF, Insurance Marketing
Nat Coats Nat Coats's Edward Jones Experience May 2012 - Present
Job Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Target January 2011 - May 2012
AREVA May 2007 - August 2008
Skills
Series 7, Series 63, Life & Health Insurance..., Financial Services
Education
North Carolina Central University School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Campbell University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Trust Management / Financial Planning
Edward Jones May 2012 - Present
Target January 2011 - May 2012
AREVA May 2007 - August 2008
Skills
Series 7, Series 63, Life & Health Insurance..., Financial Services
Education
North Carolina Central University School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Campbell University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Trust Management / Financial Planning
Andrew Docksey Andrew Docksey's Edward Jones Experience January 2000 - January 2003
Job Co Owner at Planet Mobile
Industry Military
Experience
Planet Mobile October 2014 - Present
Army Reserves November 2010 - Present
US Army National Guard March 2007 - October 2010
US Army National Guard November 2004 - March 2007
Chase Bank February 2003 - October 2004
Edward Jones January 2000 - January 2003
Skills
Retail Management, Sales, Business Development, Military, Counterinsurgency, Investments, Force Protection, Military Operations, Operational Planning, Defense, Leadership, Afghanistan, Civil Military..., Counterterrorism, Security Clearance, National Security, Retirement Planning, Store Management, Security Operations, Counterintelligence
Education
Cardinal Stritch University 2006 — 2008
BS, Business Management
University of Minnesota-Twin Cities 1991 — 1993
International Relations
Willmar Senior High 1985 — 1988
Planet Mobile October 2014 - Present
Army Reserves November 2010 - Present
US Army National Guard March 2007 - October 2010
US Army National Guard November 2004 - March 2007
Chase Bank February 2003 - October 2004
Edward Jones January 2000 - January 2003
Skills
Retail Management, Sales, Business Development, Military, Counterinsurgency, Investments, Force Protection, Military Operations, Operational Planning, Defense, Leadership, Afghanistan, Civil Military..., Counterterrorism, Security Clearance, National Security, Retirement Planning, Store Management, Security Operations, Counterintelligence
Education
Cardinal Stritch University 2006 — 2008
BS, Business Management
University of Minnesota-Twin Cities 1991 — 1993
International Relations
Willmar Senior High 1985 — 1988
David Byrum David Byrum's Edward Jones Experience November 2010 - Present
Job
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Northwestern Mutual April 2009 - November 2010
Skills
Business Retirement..., Individual Retirement..., Insurance, Portofolio and..., Education Savings, Estate Considerations
Education
Carson-Newman College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones November 2010 - Present
Northwestern Mutual April 2009 - November 2010
Skills
Business Retirement..., Individual Retirement..., Insurance, Portofolio and..., Education Savings, Estate Considerations
Education
Carson-Newman College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Charles L Oglesby, III's Edward Jones Experience June 2009 - June 2010
Job Legal Intern at Wilson Harvey Browndorf LLP
Industry Investment Management
Experience
Wilson Harvey Browndorf LLP March 2015 - Present
Grancell, Lebovitz, Stander, Reubens and Thomas, A Professional Corporation December 2012 - May 2013
JPMorgan Chase August 2011 - October 2012
Edward Jones June 2009 - June 2010
San Bernardino County Superintendant of School June 2007 - July 2009
Skills
Securities, FINRA, Investments, Wealth Management, Strategic Financial..., Financial Analysis, Asset Managment, Financial Services, Insurance, 529 Plans, Banking, Asset Management, Mutual Funds, Investment Strategies, Financial Advisory, Marketing, Finance, Microsoft Office, Financial Planning, Event Planning, Public Speaking
Education
Western State University College of Law 2011 — 2015
Juris Doctorate, Law, 3L
California State University-San Bernardino 2004 — 2009
BA, Business Finance and Accounting
Wilson Harvey Browndorf LLP March 2015 - Present
Grancell, Lebovitz, Stander, Reubens and Thomas, A Professional Corporation December 2012 - May 2013
JPMorgan Chase August 2011 - October 2012
Edward Jones June 2009 - June 2010
San Bernardino County Superintendant of School June 2007 - July 2009
Skills
Securities, FINRA, Investments, Wealth Management, Strategic Financial..., Financial Analysis, Asset Managment, Financial Services, Insurance, 529 Plans, Banking, Asset Management, Mutual Funds, Investment Strategies, Financial Advisory, Marketing, Finance, Microsoft Office, Financial Planning, Event Planning, Public Speaking
Education
Western State University College of Law 2011 — 2015
Juris Doctorate, Law, 3L
California State University-San Bernardino 2004 — 2009
BA, Business Finance and Accounting
Erik Truxal Erik Truxal's Edward Jones Experience April 2014 - Present
Job A wealth of information
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Genesis Medical November 2013 - March 2014
Advanced Biologics January 2013 - November 2013
Topcon Positioning Systems August 2011 - October 2012
GENESIS SURGICAL, LLC January 2008 - September 2010
BIOMET SPINE September 2002 - January 2008
PMT Corp March 1999 - September 2002
Wine Warehouse June 1997 - February 1999
Skills
Medical Devices, Sales Management, New Business Development, Start-ups, Sales Operations, Marketing Strategy, Surgeons, Product Launch, Sales, Orthopedic, Capital Equipment, Product Marketing, Selling, Marketing, Microscopy, Operating Room, Spine, Market Development, Neurosurgery, Biologics, Surgery, Surgical Instruments, Disposables, Sales Process, Materials Science, Scanning Electron..., Financial Planning, Financial Services, Retirement Planning, Retirement Plan..., Retirement Income..., Orthopedics
Education
California State University-Northridge 1993 — 1997
Bachelor of Science, Kinesiology, Exercise Science
Edward Jones April 2014 - Present
Genesis Medical November 2013 - March 2014
Advanced Biologics January 2013 - November 2013
Topcon Positioning Systems August 2011 - October 2012
GENESIS SURGICAL, LLC January 2008 - September 2010
BIOMET SPINE September 2002 - January 2008
PMT Corp March 1999 - September 2002
Wine Warehouse June 1997 - February 1999
Skills
Medical Devices, Sales Management, New Business Development, Start-ups, Sales Operations, Marketing Strategy, Surgeons, Product Launch, Sales, Orthopedic, Capital Equipment, Product Marketing, Selling, Marketing, Microscopy, Operating Room, Spine, Market Development, Neurosurgery, Biologics, Surgery, Surgical Instruments, Disposables, Sales Process, Materials Science, Scanning Electron..., Financial Planning, Financial Services, Retirement Planning, Retirement Plan..., Retirement Income..., Orthopedics
Education
California State University-Northridge 1993 — 1997
Bachelor of Science, Kinesiology, Exercise Science
Robert Thompson III Robert Thompson III's Edward Jones Experience August 2007 - December 2008
Job Sales/Marketing/Quality/Contracts/Analysis at DSM // Owner MidTN Business Analysis
Industry Management Consulting
Experience
Middle Tennessee Business Analysis December 2014 - Present
Dynamic Structures & Materials, LLC August 2012 - Present
Dynamic Structures & Materials, LLC March 2010 - May 2012
Dynamic Structures & Materials, LLC December 2008 - March 2010
Edward Jones August 2007 - December 2008
Lockheed Martin January 2005 - August 2007
Lockheed Martin October 2003 - January 2005
Lockheed Martin December 2001 - October 2003
Skills
Process Improvement, Engineering Management, Engineering, Six Sigma, Analysis, Business Strategy, Requirements Analysis, Manufacturing, Change Management, Leadership, Continuous Improvement, Marketing Strategy, Pricing Strategy, Product Marketing, Business Analysis, Microsoft Excel, Earned Value Management, Project Planning, Proposal Writing, Requirements Management, Cross-functional Team..., Systems Engineering, Product Management, Sales Management, Quote Preparation, Web Content, Microsoft Access, Strategic Negotiations, Licensing Negotiations, Program Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
MBA
Southern Methodist University 2002 — 2004
Masters
Tennessee Technological University 1995 — 2001
Undergrad
Mount Juliet High School 1993 — 1995
Middle Tennessee Business Analysis December 2014 - Present
Dynamic Structures & Materials, LLC August 2012 - Present
Dynamic Structures & Materials, LLC March 2010 - May 2012
Dynamic Structures & Materials, LLC December 2008 - March 2010
Edward Jones August 2007 - December 2008
Lockheed Martin January 2005 - August 2007
Lockheed Martin October 2003 - January 2005
Lockheed Martin December 2001 - October 2003
Skills
Process Improvement, Engineering Management, Engineering, Six Sigma, Analysis, Business Strategy, Requirements Analysis, Manufacturing, Change Management, Leadership, Continuous Improvement, Marketing Strategy, Pricing Strategy, Product Marketing, Business Analysis, Microsoft Excel, Earned Value Management, Project Planning, Proposal Writing, Requirements Management, Cross-functional Team..., Systems Engineering, Product Management, Sales Management, Quote Preparation, Web Content, Microsoft Access, Strategic Negotiations, Licensing Negotiations, Program Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
MBA
Southern Methodist University 2002 — 2004
Masters
Tennessee Technological University 1995 — 2001
Undergrad
Mount Juliet High School 1993 — 1995
Chuck DiVencenzo Chuck DiVencenzo's Edward Jones Experience June 2012 - October 2013
Job Vice President Advanced Sales Development at Allianz Life
Industry Financial Services
Experience
Allianz Life November 2013 - Present
Edward Jones June 2012 - October 2013
CJD Consulting, LLC September 2009 - November 2012
Skidmore College September 2010 - January 2012
Paradigm Capital Management Inc January 2006 - June 2009
The Hartford April 1998 - January 2006
M&T Bank January 1997 - January 1998
National Benefits Group January 1994 - January 1997
Law Practice January 1989 - January 1994
Ernst & Young January 1986 - January 1989
Skills
Insurance, Mutual Funds, Strategic Planning, Securities, Public Speaking, Business Strategy, Finance, Hedge Funds, Marketing, Banking, Management, Research, Business Planning, Sales, Consulting, Negotiation, Due Diligence, Proposal Writing, Customer Service, Financial Planners, Financial Services, Estate Planning, Financial Planning, Leadership, Mergers, Wealth Management
Education
Canisius College
BS, Business Administration
Columbia University Business School
Executive Education, 1999-2001 Strategy & Marketing Executive Courses
University of Pennsylvania, The Wharton School
Completed the Securities Industry Institute 2001-2003, also attended Executive Education Courses
University of Pittsburgh School of Law
JD, Law
University of Virginia, Darden School
Executive Education Course work on Marketing, Marketing Strategy
Allianz Life November 2013 - Present
Edward Jones June 2012 - October 2013
CJD Consulting, LLC September 2009 - November 2012
Skidmore College September 2010 - January 2012
Paradigm Capital Management Inc January 2006 - June 2009
The Hartford April 1998 - January 2006
M&T Bank January 1997 - January 1998
National Benefits Group January 1994 - January 1997
Law Practice January 1989 - January 1994
Ernst & Young January 1986 - January 1989
Skills
Insurance, Mutual Funds, Strategic Planning, Securities, Public Speaking, Business Strategy, Finance, Hedge Funds, Marketing, Banking, Management, Research, Business Planning, Sales, Consulting, Negotiation, Due Diligence, Proposal Writing, Customer Service, Financial Planners, Financial Services, Estate Planning, Financial Planning, Leadership, Mergers, Wealth Management
Education
Canisius College
BS, Business Administration
Columbia University Business School
Executive Education, 1999-2001 Strategy & Marketing Executive Courses
University of Pennsylvania, The Wharton School
Completed the Securities Industry Institute 2001-2003, also attended Executive Education Courses
University of Pittsburgh School of Law
JD, Law
University of Virginia, Darden School
Executive Education Course work on Marketing, Marketing Strategy
Jj Forster Webb's Edward Jones Experience 1999 - 2002
Job VP Operations at Paragon Sourcing, Inc.
Industry Textiles
Experience
Paragon Sourcing, Inc. December 2008 - Present
Massage by Jj November 2011 - December 2012
Massage by Jj @ The Sassafras Salon February 2010 - November 2011
Barrow Reginal Medical Center - Womens Pavillion October 2010 - 2011
Chateau Elan Spa September 2008 - November 2010
Foy Financial Services 2002 - 2007
Edward Jones 1999 - 2002
Bank of America 1994 - 1999
U.S. Air Force February 1984 - January 1986
Skills
Swedish, Neuromuscular Therapy, Spa, Deep Tissue Massage, Therapeutic Massage, Pregnancy, Healing Touch, Manual Therapy, Neuromuscular, Aromatherapy, Pain, Chair Massage, Trigger Point Therapy, Medical Massage, Bodywork, Stretching, Wellness, Relaxation, Nutrition, Pain Management, Team Building, Public Speaking, Customer Service
Education
Academy of Somatic Healing Arts 2007 — 2008
Certificate of Completion, Massage Therapy, Neuromuscular Therapy, Sports Massage
Camden County College 2005 — 2006
A.A, Psychology
Paragon Sourcing, Inc. December 2008 - Present
Massage by Jj November 2011 - December 2012
Massage by Jj @ The Sassafras Salon February 2010 - November 2011
Barrow Reginal Medical Center - Womens Pavillion October 2010 - 2011
Chateau Elan Spa September 2008 - November 2010
Foy Financial Services 2002 - 2007
Edward Jones 1999 - 2002
Bank of America 1994 - 1999
U.S. Air Force February 1984 - January 1986
Skills
Swedish, Neuromuscular Therapy, Spa, Deep Tissue Massage, Therapeutic Massage, Pregnancy, Healing Touch, Manual Therapy, Neuromuscular, Aromatherapy, Pain, Chair Massage, Trigger Point Therapy, Medical Massage, Bodywork, Stretching, Wellness, Relaxation, Nutrition, Pain Management, Team Building, Public Speaking, Customer Service
Education
Academy of Somatic Healing Arts 2007 — 2008
Certificate of Completion, Massage Therapy, Neuromuscular Therapy, Sports Massage
Camden County College 2005 — 2006
A.A, Psychology
Jeffrey Winneberger Jeffrey Winneberger's Edward Jones Experience 2001 - 2001
Job Fiduciary & Portfolio Management Strategist at BB&T Wealth
Industry Financial Services
Experience
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
Alexander McFadyen's Edward Jones Experience February 2013 - June 2013
Job Business Operations Manager at LifeMed ID, Inc
Industry E-Learning
Experience
LifeMed ID, Inc November 2014 - Present
LifeMed ID, Inc June 2013 - Present
Edward Jones February 2013 - June 2013
EYEcenter Optometric August 2010 - February 2013
Skills
Social Media, Public Speaking, Public Relations, Social Media Marketing, Social Networking, Press Releases, Media Relations, Marketing Communications, Microsoft Office, Creative Writing, Editing, PowerPoint, Facebook, Email Marketing, Leadership, Strategic Planning
Education
CSU Sacramento 2009 — 2012
Bachelor's degree, Public Relations/Image Management
Folsom Lake College
LifeMed ID, Inc November 2014 - Present
LifeMed ID, Inc June 2013 - Present
Edward Jones February 2013 - June 2013
EYEcenter Optometric August 2010 - February 2013
Skills
Social Media, Public Speaking, Public Relations, Social Media Marketing, Social Networking, Press Releases, Media Relations, Marketing Communications, Microsoft Office, Creative Writing, Editing, PowerPoint, Facebook, Email Marketing, Leadership, Strategic Planning
Education
CSU Sacramento 2009 — 2012
Bachelor's degree, Public Relations/Image Management
Folsom Lake College
Halima K. (Halima K. Redding) McWilliams, MS, SHRM-CP, PHR's Edward Jones Experience April 2001 - June 2002
Job People & Culture Evangelist at Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions June 2015 - Present
Conifer Health Solutions (a subsidiary of Tenet Healthcare) August 2013 - Present
Raytheon NCS March 2012 - June 2013
First American Payment Systems April 2011 - 2012
First Data Corporation September 2005 - August 2010
Hyatt Hotels January 2005 - September 2005
Charter Communications December 2003 - November 2004
Beauvais Manor on the Park October 2002 - March 2004
Edward Jones April 2001 - June 2002
Northview Village, Inc. August 1998 - March 2001
Skills
Employee Relations, Conflict Resolution, Affirmative Action, Employee Training, Project Management, Risk Management, Onboarding, Employee Benefits, Performance Management, Talent Acquisition, Talent Management, Applicant Tracking...
Education
Capella University 2012 — 2014
Master's Degree, Human Resource Management
University City Senior High School
University of Missouri-Saint Louis
Bachelor of Arts, Psychology
Conifer Health Solutions June 2015 - Present
Conifer Health Solutions (a subsidiary of Tenet Healthcare) August 2013 - Present
Raytheon NCS March 2012 - June 2013
First American Payment Systems April 2011 - 2012
First Data Corporation September 2005 - August 2010
Hyatt Hotels January 2005 - September 2005
Charter Communications December 2003 - November 2004
Beauvais Manor on the Park October 2002 - March 2004
Edward Jones April 2001 - June 2002
Northview Village, Inc. August 1998 - March 2001
Skills
Employee Relations, Conflict Resolution, Affirmative Action, Employee Training, Project Management, Risk Management, Onboarding, Employee Benefits, Performance Management, Talent Acquisition, Talent Management, Applicant Tracking...
Education
Capella University 2012 — 2014
Master's Degree, Human Resource Management
University City Senior High School
University of Missouri-Saint Louis
Bachelor of Arts, Psychology
Donald Riegsecker's Edward Jones Experience February 2001 - March 2006
Job Technical Training Supervisor at Lippert Components, Inc.
Industry Information Services
Experience
Lippert Components, Inc. July 2015 - Present
Lippert Components, Inc. October 2013 - Present
Capitol Wealth Advisors April 2006 - September 2013
Edward Jones February 2001 - March 2006
Bi-State Builders Inc January 1992 - January 2001
Cole Associates January 1991 - December 1991
CMA Consulting Group/Meridian Consulting Group January 1986 - December 1990
Permian Costructors/Poindexter Constructors May 1980 - December 1985
Skills
Management, Sales, Technical Training, Construction, Customer Satisfaction, Customer Service, Leadership, Microsoft Office, Team Building, Operations Management, Public Speaking, Manufacturing, Marketing, Continuous Improvement
Education
Purdue University 1978 — 1980
Bachelor of Science Civil Engineering, Construction, Accounting
Calvin College 1974 — 1978
Pre-engineering, Engineering/Accounting
Lippert Components, Inc. July 2015 - Present
Lippert Components, Inc. October 2013 - Present
Capitol Wealth Advisors April 2006 - September 2013
Edward Jones February 2001 - March 2006
Bi-State Builders Inc January 1992 - January 2001
Cole Associates January 1991 - December 1991
CMA Consulting Group/Meridian Consulting Group January 1986 - December 1990
Permian Costructors/Poindexter Constructors May 1980 - December 1985
Skills
Management, Sales, Technical Training, Construction, Customer Satisfaction, Customer Service, Leadership, Microsoft Office, Team Building, Operations Management, Public Speaking, Manufacturing, Marketing, Continuous Improvement
Education
Purdue University 1978 — 1980
Bachelor of Science Civil Engineering, Construction, Accounting
Calvin College 1974 — 1978
Pre-engineering, Engineering/Accounting
Michael Delia Michael Delia's Edward Jones Experience December 2006 - December 2011
Job LPL Financial Advisor
Industry Financial Services
Experience
Aspect Financial December 2011 - Present
LPL Financial December 2011 - Present
Edward Jones December 2006 - December 2011
Circuit City 2000 - 2006
Skills
Financial Planning, Business Management, Retirement Planning, Wealth Management, Estate Planning, Investments, Asset Management, Portfolio Management, Retirement Income..., Series 7, Insurance, Series 66, Annuities, Investment Advisory, Retirement, Mutual Funds, IRA's, Asset Allocation, Insurance Planning, 401k, Wealth Accumulation, Long Term Care, Wealth Preservation..., Stocks, Roth IRA, Financial Advice, Bonds, ETFs, 401k Rollovers, Investment Strategies, Term Life Insurance, Investment Products, Financial Advisory, Securities, Strategic Financial..., IRAs, Financial Services, FINRA
Education
University of North Carolina at Wilmington 2001 — 2003
Bachelor of Science, Finance
Cape Fear Community College
Aspect Financial December 2011 - Present
LPL Financial December 2011 - Present
Edward Jones December 2006 - December 2011
Circuit City 2000 - 2006
Skills
Financial Planning, Business Management, Retirement Planning, Wealth Management, Estate Planning, Investments, Asset Management, Portfolio Management, Retirement Income..., Series 7, Insurance, Series 66, Annuities, Investment Advisory, Retirement, Mutual Funds, IRA's, Asset Allocation, Insurance Planning, 401k, Wealth Accumulation, Long Term Care, Wealth Preservation..., Stocks, Roth IRA, Financial Advice, Bonds, ETFs, 401k Rollovers, Investment Strategies, Term Life Insurance, Investment Products, Financial Advisory, Securities, Strategic Financial..., IRAs, Financial Services, FINRA
Education
University of North Carolina at Wilmington 2001 — 2003
Bachelor of Science, Finance
Cape Fear Community College
Jason Sherry, MFIN Jason Sherry, MFIN's Edward Jones Experience June 2009 - February 2010
Job Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2012 - Present
EMPOWER Retirement January 2012 - April 2012
University of Wisconsin (UW) Credit Union May 2010 - March 2011
Edward Jones June 2009 - February 2010
J.F. Ahern Fire Protection 2004 - 2008
Environmental Structures 2001 - 2004
Skills
Microsoft Office, Financial Analysis, Budgets, Process Improvement, Project Management, Customer Service, Strategic Planning, Team Building, Microsoft Excel, Leadership, Finance, Training, Financial Modeling, Financial Accounting, Portfolio Management, Retirement Plan..., Investment Management, Capital Budgeting, Sales & Business..., Derivative Securities, Futures Trading, Highly Regulated..., IRS audit management, DOL audit management, ERISA, Participant loans, Compliance, Plan document operations, Series 6, Series 7
Education
Penn State University 2014 — 2015
Master’s Degree, Finance (MFIN), 3.87
Harvard University 2013 — 2014
Master of Finance preparatory courses
Cardinal Stritch University 2009 — 2013
BSBA, Business Management
ITT Technical Institute 1999 — 2001
A.A.S., CAD Technology
EMPOWER Retirement April 2012 - Present
EMPOWER Retirement January 2012 - April 2012
University of Wisconsin (UW) Credit Union May 2010 - March 2011
Edward Jones June 2009 - February 2010
J.F. Ahern Fire Protection 2004 - 2008
Environmental Structures 2001 - 2004
Skills
Microsoft Office, Financial Analysis, Budgets, Process Improvement, Project Management, Customer Service, Strategic Planning, Team Building, Microsoft Excel, Leadership, Finance, Training, Financial Modeling, Financial Accounting, Portfolio Management, Retirement Plan..., Investment Management, Capital Budgeting, Sales & Business..., Derivative Securities, Futures Trading, Highly Regulated..., IRS audit management, DOL audit management, ERISA, Participant loans, Compliance, Plan document operations, Series 6, Series 7
Education
Penn State University 2014 — 2015
Master’s Degree, Finance (MFIN), 3.87
Harvard University 2013 — 2014
Master of Finance preparatory courses
Cardinal Stritch University 2009 — 2013
BSBA, Business Management
ITT Technical Institute 1999 — 2001
A.A.S., CAD Technology
Ed Sunday-Winters Ed Sunday-Winters's Edward Jones Experience April 2014 - January 2015
Job Pastor at FBC, Phenix City, AL.
Industry Religious Institutions
Experience
First Baptist Church February 2015 - Present
Edward Jones April 2014 - January 2015
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Roth IRA, Saving for Education, Investment Management, Financial Services, 401k Rollovers, 401k, IRAs, Financial Planning, Public Speaking, Volunteer Management, Community Outreach, Leadership Development, Teaching, Nonprofits
Education
Baptist Theological Seminary at Richmond 1998 — 2003
The Southern Baptist Theological Seminary 1986 — 1991
Carson-Newman College 1982 — 1985
First Baptist Church February 2015 - Present
Edward Jones April 2014 - January 2015
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Roth IRA, Saving for Education, Investment Management, Financial Services, 401k Rollovers, 401k, IRAs, Financial Planning, Public Speaking, Volunteer Management, Community Outreach, Leadership Development, Teaching, Nonprofits
Education
Baptist Theological Seminary at Richmond 1998 — 2003
The Southern Baptist Theological Seminary 1986 — 1991
Carson-Newman College 1982 — 1985
Matt Lazar's Edward Jones Experience June 2000 - May 2002
Job President at Ability Professional Network
Industry Financial Services
Experience
Next Trade August 2013 - Present
Ability Professional Network, LLC July 2013 - Present
Trafalgar Wealth Management, LLC May 2009 - August 2013
Ebner Financial Group June 2008 - May 2010
Stock Genie January 2006 - November 2009
Ameriprise Financial May 2002 - April 2008
Edward Jones June 2000 - May 2002
Skills
Investments, Wealth Management, Stock Trading, Retirement Planning, Strategic Financial..., Small Business, Asset Managment, Asset Management, Banking, Portfolio Management, Relationship Management, Mutual Funds, Financial Planners, Finance, Management, Financial Services, Financial Advisory, Strategy, Marketing Strategy, Asset Allocation, Securities, 401k, Investment Advisory, Strategic Planning, Alternative Investments
Education
Capital University - School of Management 1998 — 2002
B.A Economics, Finance, Political Science
Thomas Worthington 1995 — 1998
Next Trade August 2013 - Present
Ability Professional Network, LLC July 2013 - Present
Trafalgar Wealth Management, LLC May 2009 - August 2013
Ebner Financial Group June 2008 - May 2010
Stock Genie January 2006 - November 2009
Ameriprise Financial May 2002 - April 2008
Edward Jones June 2000 - May 2002
Skills
Investments, Wealth Management, Stock Trading, Retirement Planning, Strategic Financial..., Small Business, Asset Managment, Asset Management, Banking, Portfolio Management, Relationship Management, Mutual Funds, Financial Planners, Finance, Management, Financial Services, Financial Advisory, Strategy, Marketing Strategy, Asset Allocation, Securities, 401k, Investment Advisory, Strategic Planning, Alternative Investments
Education
Capital University - School of Management 1998 — 2002
B.A Economics, Finance, Political Science
Thomas Worthington 1995 — 1998
Shawn Buffum's Edward Jones Experience February 2013 - June 2013
Job The Buffalo News
Industry Newspapers
Experience
The Buffalo News September 2015 - Present
The Buffalo News June 2013 - Present
Edward Jones February 2013 - June 2013
The Plain Dealer December 2011 - February 2013
The Plain Dealer January 2008 - December 2011
The Buffalo News 2001 - 2008
Skills
Business Development, CRM, Strategic Planning, Web Marketing, Negotiation, Territory Management, Project Management, Income Statement, Process Improvement, Presenter, Sales Cycle Management, Advertising, Sales Force Development, Contract Negotiation, Relationship-builder..., Online Advertising, Team Leadership, Advertising Sales, Lead Generation, B2B, Social Media Marketing, Marketing, Social Media, Email Marketing, Marketing Communications, Digital Media, Marketing Strategy
Education
Canisius College 2014 — 2016
Master of Business Administration (MBA)
State University of New York College at Fredonia
Bachelor of Science, Business Administration/Marketing
The Buffalo News September 2015 - Present
The Buffalo News June 2013 - Present
Edward Jones February 2013 - June 2013
The Plain Dealer December 2011 - February 2013
The Plain Dealer January 2008 - December 2011
The Buffalo News 2001 - 2008
Skills
Business Development, CRM, Strategic Planning, Web Marketing, Negotiation, Territory Management, Project Management, Income Statement, Process Improvement, Presenter, Sales Cycle Management, Advertising, Sales Force Development, Contract Negotiation, Relationship-builder..., Online Advertising, Team Leadership, Advertising Sales, Lead Generation, B2B, Social Media Marketing, Marketing, Social Media, Email Marketing, Marketing Communications, Digital Media, Marketing Strategy
Education
Canisius College 2014 — 2016
Master of Business Administration (MBA)
State University of New York College at Fredonia
Bachelor of Science, Business Administration/Marketing
Hao Dang Hao Dang's Edward Jones Experience July 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Pacific Gas and Electric Company September 2008 - June 2014
Wells Fargo January 2005 - August 2008
Wells Fargo September 2007 - January 2008
Skills
Project Management, Budgets, Process Improvement, Program Management, Microsoft Excel, Data Analysis, Project Planning, VBA, Access, Account Management, Analysis, Business Analysis, Analytics, Business Development, Business Strategy, Change Management, Customer Service, Employee Relations, Finance, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Operations Management, Outlook, PowerPoint, Process Scheduler, Public Speaking, Requirements Analysis, Research, Strategic Planning, Strategy, Team Building, Marketing Strategy, Team Leadership, Leadership Development, Technical Writing, Sales, SDLC, Visio, Management, PeopleSoft, Product Management, Troubleshooting, Cross-functional Team..., Marketing, Product Development, Vendor Management, Software Documentation, Quality Assurance
Education
California State University-Sacramento 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
California State University-Sacramento 2000 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones July 2014 - Present
Pacific Gas and Electric Company September 2008 - June 2014
Wells Fargo January 2005 - August 2008
Wells Fargo September 2007 - January 2008
Skills
Project Management, Budgets, Process Improvement, Program Management, Microsoft Excel, Data Analysis, Project Planning, VBA, Access, Account Management, Analysis, Business Analysis, Analytics, Business Development, Business Strategy, Change Management, Customer Service, Employee Relations, Finance, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Operations Management, Outlook, PowerPoint, Process Scheduler, Public Speaking, Requirements Analysis, Research, Strategic Planning, Strategy, Team Building, Marketing Strategy, Team Leadership, Leadership Development, Technical Writing, Sales, SDLC, Visio, Management, PeopleSoft, Product Management, Troubleshooting, Cross-functional Team..., Marketing, Product Development, Vendor Management, Software Documentation, Quality Assurance
Education
California State University-Sacramento 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
California State University-Sacramento 2000 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Doug Rowley Doug Rowley's Edward Jones Experience March 2000 - September 2002
Job State Farm Agent
Industry Insurance
Experience
Self-employed June 2007 - Present
Self-employed June 2007 - Present
Edward Jones March 2000 - September 2002
Skills
Life Insurance, Financial Services, Auto Insurance, Home Insurance, Vehicle Loans, Renters Insurance, Business Insurance, Disability Insurance, Risk Management, Long-term Care, Insurance, Term Life Insurance, Training, Team Building, Retirement Planning, Homeowners, Whole Life, Universal Life
Education
The American College 2003 — 2006
Chartered Financal Consultant
CSU Sacramento 1999 — 2001
Bachelor of Science (B.S.), Finance & Investments
Self-employed June 2007 - Present
Self-employed June 2007 - Present
Edward Jones March 2000 - September 2002
Skills
Life Insurance, Financial Services, Auto Insurance, Home Insurance, Vehicle Loans, Renters Insurance, Business Insurance, Disability Insurance, Risk Management, Long-term Care, Insurance, Term Life Insurance, Training, Team Building, Retirement Planning, Homeowners, Whole Life, Universal Life
Education
The American College 2003 — 2006
Chartered Financal Consultant
CSU Sacramento 1999 — 2001
Bachelor of Science (B.S.), Finance & Investments
Grant Fowlie Grant Fowlie's Edward Jones Experience May 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2000 - Present
Canada 3000 June 1998 - May 2000
Kelowna Flightcraft June 1996 - June 1998
Kelowna Flightcraft June 1996 - June 1998
The Jim Pattison Group September 1995 - June 1996
Canadian Forces September 1971 - September 1995
Education
Canadian Forces Land Staff College 1990 — 1991
Post Graduate, Political Science
Canadian Forces Land Staff College Kingston 1980 — 1981
Post Graduate, Military Studies – Leadership & Command
Carleton University 1971 — 1974
BSc, Geology
Edward Jones May 2000 - Present
Canada 3000 June 1998 - May 2000
Kelowna Flightcraft June 1996 - June 1998
Kelowna Flightcraft June 1996 - June 1998
The Jim Pattison Group September 1995 - June 1996
Canadian Forces September 1971 - September 1995
Education
Canadian Forces Land Staff College 1990 — 1991
Post Graduate, Political Science
Canadian Forces Land Staff College Kingston 1980 — 1981
Post Graduate, Military Studies – Leadership & Command
Carleton University 1971 — 1974
BSc, Geology
Eric E. Villagomez, MSIT, CSM, MPM Eric E. Villagomez, MSIT, CSM, MPM's Edward Jones Experience May 2010 - October 2010
Job Passionate IT/Business Professional
Industry Semiconductors
Experience
Amkor Technology January 2012 - Present
NYSE (Formerly Corpedia) December 2010 - January 2012
PMI Phoenix Chapter January 2010 - June 2011
Edward Jones May 2010 - October 2010
Ebix (Formerly E-Z Data, Inc.) July 2000 - October 2009
Skills
Project Management, Agile Project Management, Cross-functional Team..., CRM, Waterfall, Continuous Improvement, SDLC, Business Analysis, PMP, Program Management, Process Improvement, Software Project..., MS Project, Requirements Analysis, Visio, Business Intelligence, Management, Product Management, Software Development, Quality Assurance, Project Planning, Team Building, Software Documentation, Requirements Gathering, Business Process, Budgets, Databases, IT Management, Resource Management, Leadership, Analysis, Scrum, Vendor Management, Training, Risk Management, Strategy, Information Technology, Team Leadership, Agile Methodologies, Integration, PMO, Business Process..., Troubleshooting, SharePoint, IT Strategy, Networking, Change Management, Project Portfolio..., Microsoft Project, CSS
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Capella University 2008 — 2012
Masters in Information Technology, Project Management, 4.0
California State University-Northridge 1995 — 2000
BS, Information Systems, Management Science
BSAC
Business Systems Analyst Certificate
CCNA
Cisco
Project+
CompTIA
Amkor Technology January 2012 - Present
NYSE (Formerly Corpedia) December 2010 - January 2012
PMI Phoenix Chapter January 2010 - June 2011
Edward Jones May 2010 - October 2010
Ebix (Formerly E-Z Data, Inc.) July 2000 - October 2009
Skills
Project Management, Agile Project Management, Cross-functional Team..., CRM, Waterfall, Continuous Improvement, SDLC, Business Analysis, PMP, Program Management, Process Improvement, Software Project..., MS Project, Requirements Analysis, Visio, Business Intelligence, Management, Product Management, Software Development, Quality Assurance, Project Planning, Team Building, Software Documentation, Requirements Gathering, Business Process, Budgets, Databases, IT Management, Resource Management, Leadership, Analysis, Scrum, Vendor Management, Training, Risk Management, Strategy, Information Technology, Team Leadership, Agile Methodologies, Integration, PMO, Business Process..., Troubleshooting, SharePoint, IT Strategy, Networking, Change Management, Project Portfolio..., Microsoft Project, CSS
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Capella University 2008 — 2012
Masters in Information Technology, Project Management, 4.0
California State University-Northridge 1995 — 2000
BS, Information Systems, Management Science
BSAC
Business Systems Analyst Certificate
CCNA
Cisco
Project+
CompTIA
Naryan Leazer Naryan Leazer's Edward Jones Experience 2014 - Present
Job Financial Advisor at Edward Jones
Industry Education Management
Experience
Edward Jones 2014 - Present
Carroll University 2014 - Present
Cardinal Stritch University 2003 - Present
Milwaukee Chapter Black Alliance for Educational Options (MCBAEO) May 2010 - August 2013
BGCGM January 2009 - June 2010
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE August 2007 - January 2009
Great Lakes Higher Education Guaranty Corporation 2006 - 2007
Marquette University 2002 - 2006
PPG Industries 1999 - 2002
PPG Industries 1996 - 1999
Skills
Non-profits, Program Development, Public Speaking, Grant Writing, Community Outreach, Volunteer Management, Fundraising, Strategic Planning, Event Planning, Team Building, Event Management, Public Relations, Coaching, Organizational..., Media Relations, Nonprofits, Grants, Leadership, Training, Program Management, Entrepreneurship, Staff Development, Student Affairs, Management, Teaching, Budgets, Proposal Writing, Leadership Development, Customer Service
Education
Rockford College 2007 — 2007
Special Education and Teaching
Cardinal Stritch University 1995 — 2002
Master's degree, Business Administration and Management, General
Cardinal Stritch University 1992 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Cardinal Stritch University 1991 — 1992
Associate of Science (A.S.), Business/Commerce, General
Marquette University 1983 — 1985
Milwaukee Tech and MU Upward Bound 1979 — 1983
Edward Jones 2014 - Present
Carroll University 2014 - Present
Cardinal Stritch University 2003 - Present
Milwaukee Chapter Black Alliance for Educational Options (MCBAEO) May 2010 - August 2013
BGCGM January 2009 - June 2010
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE August 2007 - January 2009
Great Lakes Higher Education Guaranty Corporation 2006 - 2007
Marquette University 2002 - 2006
PPG Industries 1999 - 2002
PPG Industries 1996 - 1999
Skills
Non-profits, Program Development, Public Speaking, Grant Writing, Community Outreach, Volunteer Management, Fundraising, Strategic Planning, Event Planning, Team Building, Event Management, Public Relations, Coaching, Organizational..., Media Relations, Nonprofits, Grants, Leadership, Training, Program Management, Entrepreneurship, Staff Development, Student Affairs, Management, Teaching, Budgets, Proposal Writing, Leadership Development, Customer Service
Education
Rockford College 2007 — 2007
Special Education and Teaching
Cardinal Stritch University 1995 — 2002
Master's degree, Business Administration and Management, General
Cardinal Stritch University 1992 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Cardinal Stritch University 1991 — 1992
Associate of Science (A.S.), Business/Commerce, General
Marquette University 1983 — 1985
Milwaukee Tech and MU Upward Bound 1979 — 1983
Stephen Mrozek Stephen Mrozek's Edward Jones Experience October 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Business Consulting Specialist BCSM January 1998 - March 2014
Bank of America Home Loans June 2001 - July 2011
Lake County Nursery Inc January 1995 - January 1999
Gardenlife Inc January 1991 - January 1995
HSBC 1985 - 1990
Skills
Financial Analysis, Leadership, Mergers & Acquisitions, Strategic Planning, Business Strategy, Management, Business Planning, Business Development, Contract Negotiation, Sales, Budgets, Marketing, Start-ups, Auditing, Due Diligence, Finance, Asset Management, Investments, Risk Management, Real Estate, Small Business, Loans, Accounting, Banking, Insurance, Management Consulting, Credit, Analysis, Strategy, Strategic Financial...
Education
Canisius College
BS, Accounting
Lancaster High School
Edward Jones October 2011 - Present
Business Consulting Specialist BCSM January 1998 - March 2014
Bank of America Home Loans June 2001 - July 2011
Lake County Nursery Inc January 1995 - January 1999
Gardenlife Inc January 1991 - January 1995
HSBC 1985 - 1990
Skills
Financial Analysis, Leadership, Mergers & Acquisitions, Strategic Planning, Business Strategy, Management, Business Planning, Business Development, Contract Negotiation, Sales, Budgets, Marketing, Start-ups, Auditing, Due Diligence, Finance, Asset Management, Investments, Risk Management, Real Estate, Small Business, Loans, Accounting, Banking, Insurance, Management Consulting, Credit, Analysis, Strategy, Strategic Financial...
Education
Canisius College
BS, Accounting
Lancaster High School
Diane Hubbard Diane Hubbard's Edward Jones Experience November 2012 - Present
Job Accountant at Metro West Neuro Psychology LLC
Industry Accounting
Experience
Metrowest Neuropsychology, LLC February 2014 - Present
Edward Jones November 2012 - Present
Jack Conway Realtor June 2012 - Present
CliftonLarsonAllen December 1995 - October 2009
Landa & Altsher P.C. December 1995 - October 2009
Beacon Distribution f/k/a Choice Security Systems 1992 - 1995
Electro Signal Labs, Inc. 1981 - November 1991
Skills
Confidentiality, Quickbooks, Peachtree, Excel, Microsoft Office, Accounting, Paychex, ADP Payroll, Employee Benefits, Financial Reporting, Year End Close, Client Services, Revenue Recognition, Cash Flow Management, Vendor Relations, Customer Service, Policy and Procedures, MIS Projects/Conversions, Office Administration, Property Management, Event Planning, Mitel Phone Systems, QuickBooks, Management, Sales, Cash Flow, Accounts Payable, Data Entry, General Ledger, Year-end Close, Human Resources, Auditing, System Administration, Administration, Invoicing, Bookkeeping, Accounts Receivable, Outlook, Payroll, Microsoft Excel
Education
Bridgewater State University 2010 — 2015
B.S., Accounting, 3.1
Northeastern University, Boston, MA 1982 — 1984
Bachelor's degree, Accounting/Finance, 3.5
Cape Cod Community College 1977 — 1979
Associate's degree, Accounting, 2.9
Metrowest Neuropsychology, LLC February 2014 - Present
Edward Jones November 2012 - Present
Jack Conway Realtor June 2012 - Present
CliftonLarsonAllen December 1995 - October 2009
Landa & Altsher P.C. December 1995 - October 2009
Beacon Distribution f/k/a Choice Security Systems 1992 - 1995
Electro Signal Labs, Inc. 1981 - November 1991
Skills
Confidentiality, Quickbooks, Peachtree, Excel, Microsoft Office, Accounting, Paychex, ADP Payroll, Employee Benefits, Financial Reporting, Year End Close, Client Services, Revenue Recognition, Cash Flow Management, Vendor Relations, Customer Service, Policy and Procedures, MIS Projects/Conversions, Office Administration, Property Management, Event Planning, Mitel Phone Systems, QuickBooks, Management, Sales, Cash Flow, Accounts Payable, Data Entry, General Ledger, Year-end Close, Human Resources, Auditing, System Administration, Administration, Invoicing, Bookkeeping, Accounts Receivable, Outlook, Payroll, Microsoft Excel
Education
Bridgewater State University 2010 — 2015
B.S., Accounting, 3.1
Northeastern University, Boston, MA 1982 — 1984
Bachelor's degree, Accounting/Finance, 3.5
Cape Cod Community College 1977 — 1979
Associate's degree, Accounting, 2.9
Hilary Jones Hilary Jones's Edward Jones Experience August 2014 - Present
Job Paid Advertising Associate at RevLocal
Industry Marketing and Advertising
Experience
RevLocal May 2015 - Present
Herbalife September 2014 - Present
Edward Jones August 2014 - Present
AmSpirit Business Connections November 2012 - Present
Abercrombie & Fitch July 2012 - November 2012
Capital Health Services November 2011 - August 2012
Hibbett Sporting Goods May 2011 - August 2011
Skills
Marketing, Social Media Marketing, Microsoft Office, Social Media, Customer Service, Facebook, Social Networking, Marketing Communications, Advertising, Public Relations, Photoshop, Blogging, PowerPoint, Public Speaking, Business Networking, Leadership, Email Marketing, Team Building, Microsoft Word, InDesign, Microsoft Excel, QuickBooks, Book Design, Blogger, Management, Marketing Strategy, Sales, Coaching, Google Adwords, Google Analytics
Education
Capital University 2010 — 2014
Bachelor of Arts (BA), Marketing
Newark High School 2006 — 2010
High School Dipolma
Newark High School
RevLocal May 2015 - Present
Herbalife September 2014 - Present
Edward Jones August 2014 - Present
AmSpirit Business Connections November 2012 - Present
Abercrombie & Fitch July 2012 - November 2012
Capital Health Services November 2011 - August 2012
Hibbett Sporting Goods May 2011 - August 2011
Skills
Marketing, Social Media Marketing, Microsoft Office, Social Media, Customer Service, Facebook, Social Networking, Marketing Communications, Advertising, Public Relations, Photoshop, Blogging, PowerPoint, Public Speaking, Business Networking, Leadership, Email Marketing, Team Building, Microsoft Word, InDesign, Microsoft Excel, QuickBooks, Book Design, Blogger, Management, Marketing Strategy, Sales, Coaching, Google Adwords, Google Analytics
Education
Capital University 2010 — 2014
Bachelor of Arts (BA), Marketing
Newark High School 2006 — 2010
High School Dipolma
Newark High School
Brenda Tompkins Brenda Tompkins's Edward Jones Experience October 2006 - August 2009
Job Sales Assistant at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Beacon Wealth Strategies, An Independent Firm/Raymond James August 2009 - Present
Edward Jones October 2006 - August 2009
Franklin Templeton Investments December 1999 - October 2006
United States Air Force 1985 - 1989
Education
CSU Sacramento 1996 — 1999
Bachelor of Science (BS), Health Science
Beacon Wealth Strategies, An Independent Firm/Raymond James August 2009 - Present
Edward Jones October 2006 - August 2009
Franklin Templeton Investments December 1999 - October 2006
United States Air Force 1985 - 1989
Education
CSU Sacramento 1996 — 1999
Bachelor of Science (BS), Health Science
Ben Bolton Ben Bolton's Edward Jones Experience November 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Enterprise Rent-A-Car December 2008 - November 2011
Education
California State University-Monterey Bay 2004 — 2008
Bachelor's degree, Business Administration, Management and Operations
Edward Jones November 2011 - Present
Enterprise Rent-A-Car December 2008 - November 2011
Education
California State University-Monterey Bay 2004 — 2008
Bachelor's degree, Business Administration, Management and Operations
Suzanne Burrell's Edward Jones Experience July 2007 - March 2010
Job Financial Advisor
Industry Financial Services
Experience
Guardian Wealth Management, Inc. May 2012 - August 2015
HHM Wealth Advisors, LLC April 2010 - April 2012
Edward Jones July 2007 - March 2010
Skills
Insurance, Investments, Financial Advisory, Securities, Financial Planners, Wealth, Strategic Financial..., Public Speaking, New Business Development, Financial Analysis, Risk Management, Estate Planning, Mutual Funds
Education
University of Georgia - Terry College of Business 2011 — 2012
Financial Planning
Carson-Newman College 1978 — 1982
Guardian Wealth Management, Inc. May 2012 - August 2015
HHM Wealth Advisors, LLC April 2010 - April 2012
Edward Jones July 2007 - March 2010
Skills
Insurance, Investments, Financial Advisory, Securities, Financial Planners, Wealth, Strategic Financial..., Public Speaking, New Business Development, Financial Analysis, Risk Management, Estate Planning, Mutual Funds
Education
University of Georgia - Terry College of Business 2011 — 2012
Financial Planning
Carson-Newman College 1978 — 1982
Jon Roelofs's Edward Jones Experience August 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2006 - Present
Hilti, Incorporated January 2001 - January 2006
United States Army Reserve January 1987 - January 1995
Education
Calvin College 1985 — 1989
Bachelor of Arts, European History and Philosophy
City University of Seattle
Masters of Business Administration, General Studies
Edward Jones August 2006 - Present
Hilti, Incorporated January 2001 - January 2006
United States Army Reserve January 1987 - January 1995
Education
Calvin College 1985 — 1989
Bachelor of Arts, European History and Philosophy
City University of Seattle
Masters of Business Administration, General Studies
Jake Kane Jake Kane's Edward Jones Experience May 2002 - June 2006
Job First Vice President, UBS Wealth Management
Industry Financial Services
Experience
Wight, Auer, Kane Group at UBS Wealth Management January 2009 - Present
Merrill Lynch June 2006 - January 2009
Edward Jones May 2002 - June 2006
Skills
Investment Strategies, Mutual Funds, Alternative Investments, Risk Management, Asset Allocation, Real Estate, Strategic Planning, Budgets, Series 7, Investments, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Wight, Auer, Kane Group at UBS Wealth Management January 2009 - Present
Merrill Lynch June 2006 - January 2009
Edward Jones May 2002 - June 2006
Skills
Investment Strategies, Mutual Funds, Alternative Investments, Risk Management, Asset Allocation, Real Estate, Strategic Planning, Budgets, Series 7, Investments, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Jack Dvir Jack Dvir's Edward Jones Experience July 2000 - April 2011
Job Financial Advisor at Financial Pointe Wealth Management
Industry Financial Services
Experience
Financial Pointe Wealth Management April 2011 - Present
Edward Jones July 2000 - April 2011
The Walt Disney Company February 1996 - June 2000
Moss Adams LLP 1992 - 1996
Skills
Series 7, Retirement, Wealth Management, Investments, Long-term Care, Disability Insurance, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Accumulation, Strategy, Estate Planning, IRAs, Wealth, Finance, Life Insurance, Leadership, Alternative Investments, Mutual Funds, FINRA, Investment Advisory, Fixed Annuities, 401k, Series 63, Insurance, Financial Planning
Education
California State University-Northridge 1988 — 1992
BS, Accounting
El Camino Real High School 1984 — 1988
Financial Pointe Wealth Management April 2011 - Present
Edward Jones July 2000 - April 2011
The Walt Disney Company February 1996 - June 2000
Moss Adams LLP 1992 - 1996
Skills
Series 7, Retirement, Wealth Management, Investments, Long-term Care, Disability Insurance, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Accumulation, Strategy, Estate Planning, IRAs, Wealth, Finance, Life Insurance, Leadership, Alternative Investments, Mutual Funds, FINRA, Investment Advisory, Fixed Annuities, 401k, Series 63, Insurance, Financial Planning
Education
California State University-Northridge 1988 — 1992
BS, Accounting
El Camino Real High School 1984 — 1988
Bradley Bernkrant Bradley Bernkrant's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
ACAA Financial Services March 1998 - Present
Heritage Mfg. 2008 - 2010
CashNet of NY 1993 - 2000
Marcus, Stowell, & Bye 1986 - 1990
SG Diversified 1978 - 1985
DAV Hialeah Market 1980 - 1984
Skills
Finance, Mortgage Lending, Sales, Strategic Planning, Small Business, Leadership, Real Estate, Banking, Loans, Insurance, Credit, Sales Management, Risk Management, Asset Management, Loan Origination, Retirement, Wealth, 401k Rollovers, Due Diligence, Relationship Management, Commercial Real Estate, Executive Management, IRAs, Valuation, Underwriting, Residential Mortgages, Business Planning, Commercial Lending, Commercial Banking, 401k, Investment Banking, Alternative Investments, Investment Management, Investment Strategies, Credit Risk, Credit Derivatives, Hedging, ETFs, CMO management, CMOS, Traunches, Private Banking, Private Placements, Structured Finance, Structured Settleme, Structured Settlements, Fixed Income Portfolio..., Portfolio immunization, Unit Investment Trusts, Mutual Funds
Education
Capella University
BS, Business
University of Maryland College Park 1976 — 1978
Iowa State University 1973 — 1976
Business / ME
Miami Dade College
AS, Business
University of Miami
Edward Jones June 2011 - Present
ACAA Financial Services March 1998 - Present
Heritage Mfg. 2008 - 2010
CashNet of NY 1993 - 2000
Marcus, Stowell, & Bye 1986 - 1990
SG Diversified 1978 - 1985
DAV Hialeah Market 1980 - 1984
Skills
Finance, Mortgage Lending, Sales, Strategic Planning, Small Business, Leadership, Real Estate, Banking, Loans, Insurance, Credit, Sales Management, Risk Management, Asset Management, Loan Origination, Retirement, Wealth, 401k Rollovers, Due Diligence, Relationship Management, Commercial Real Estate, Executive Management, IRAs, Valuation, Underwriting, Residential Mortgages, Business Planning, Commercial Lending, Commercial Banking, 401k, Investment Banking, Alternative Investments, Investment Management, Investment Strategies, Credit Risk, Credit Derivatives, Hedging, ETFs, CMO management, CMOS, Traunches, Private Banking, Private Placements, Structured Finance, Structured Settleme, Structured Settlements, Fixed Income Portfolio..., Portfolio immunization, Unit Investment Trusts, Mutual Funds
Education
Capella University
BS, Business
University of Maryland College Park 1976 — 1978
Iowa State University 1973 — 1976
Business / ME
Miami Dade College
AS, Business
University of Miami
James Yarbrough James Yarbrough's Edward Jones Experience October 2004 - November 2007
Job Managing Director at Stonebridge Wealth Management, Ltd,Co
Industry Financial Services
Experience
Stonebridge Wealth Management, Ltd, Co 2009 - Present
Morgan Stanley Smith Barney November 2007 - November 2009
Edward Jones October 2004 - November 2007
Skills
Wealth Management, Financial Planning, Investments, Portfolio Management, Estate Planning, Retirement Planning, Retirement Income..., Insurance Planning, Special Needs Trusts, Investment Advisory, Asset Allocation, Asset Management, Financial Advice, Personal Finance, Charitable Giving, Financial Advisory, Asset Protection, Wealth Preservation..., Investment Strategies, Risk Management, Succession Planning, Financial Services, Retirement, Mutual Funds
Education
Carson-Newman University 1992 — 1997
BS, Business
Stonebridge Wealth Management, Ltd, Co 2009 - Present
Morgan Stanley Smith Barney November 2007 - November 2009
Edward Jones October 2004 - November 2007
Skills
Wealth Management, Financial Planning, Investments, Portfolio Management, Estate Planning, Retirement Planning, Retirement Income..., Insurance Planning, Special Needs Trusts, Investment Advisory, Asset Allocation, Asset Management, Financial Advice, Personal Finance, Charitable Giving, Financial Advisory, Asset Protection, Wealth Preservation..., Investment Strategies, Risk Management, Succession Planning, Financial Services, Retirement, Mutual Funds
Education
Carson-Newman University 1992 — 1997
BS, Business
Peggy Estes Peggy Estes's Edward Jones Experience 1997 - 1999
Job CERTIFIED FINANCIAL PLANNER(TM) Practitioner
Industry Financial Services
Experience
Home January 2011 - Present
FIT Financial, LLC January 2009 - March 2011
Morgan Stanley July 2007 - January 2009
Primerica Financial Services 2003 - 2007
USAA Investment Management Co October 2000 - November 2001
First Union National Bank January 2000 - October 2000
Edward Jones 1997 - 1999
Charles Schwab 1995 - 1997
Michelin 1992 - 1994
U.S. Army 1983 - 1992
Skills
Asset Allocation, Mutual Funds, Financial Services, Certified Financial..., Investments, Bonds, Equities, Retirement Planning, Strategic Financial..., Portfolio Management, Wealth Management, Investment Management, Wealth Management...
Education
Marist College 2000 — 2003
Certificate, Financial Planning
Webster University 1996 — 1998
MBA, Finance
Marquette University 1980 — 1983
BSME, Mechanical Engineering
University of Wisconsin-Platteville 1978 — 1980
Mechanical Engineering
Carroll University 1977 — 1978
Liberal Arts and Sciences/Liberal Studies
Home January 2011 - Present
FIT Financial, LLC January 2009 - March 2011
Morgan Stanley July 2007 - January 2009
Primerica Financial Services 2003 - 2007
USAA Investment Management Co October 2000 - November 2001
First Union National Bank January 2000 - October 2000
Edward Jones 1997 - 1999
Charles Schwab 1995 - 1997
Michelin 1992 - 1994
U.S. Army 1983 - 1992
Skills
Asset Allocation, Mutual Funds, Financial Services, Certified Financial..., Investments, Bonds, Equities, Retirement Planning, Strategic Financial..., Portfolio Management, Wealth Management, Investment Management, Wealth Management...
Education
Marist College 2000 — 2003
Certificate, Financial Planning
Webster University 1996 — 1998
MBA, Finance
Marquette University 1980 — 1983
BSME, Mechanical Engineering
University of Wisconsin-Platteville 1978 — 1980
Mechanical Engineering
Carroll University 1977 — 1978
Liberal Arts and Sciences/Liberal Studies
Brian Baughman Brian Baughman's Edward Jones Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2009 - Present
UBS Wealth Management December 2007 - April 2009
Education
California University of Pennsylvania 2006 — 2007
MS, Sports Management
Saint Vincent College 1991 — 1995
BA, History, Secondary Education
Edward Jones July 2009 - Present
UBS Wealth Management December 2007 - April 2009
Education
California University of Pennsylvania 2006 — 2007
MS, Sports Management
Saint Vincent College 1991 — 1995
BA, History, Secondary Education
Randy Call Randy Call's Edward Jones Experience March 2009 - April 2012
Job Plant Manger at Universal Recycling Technologies, LLC.
Industry Renewables & Environment
Experience
Universal Recycling Technologies, LLC. January 2015 - Present
Stoughton Trailers, LLC May 2012 - January 2015
Edward Jones March 2009 - April 2012
Skills
Finance, Team Building, Project Management, Workforce Development, Strategic Planning, Employee Training, Continuous Improvement, Critical Thinking, Leadership Development, Leadership, Program Management, Change Management, Lean Manufacturing, Management, Process Improvement, Manufacturing, Operations Management, Cross-functional Team..., Customer Service
Education
Cardinal Stritch University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Wisconsin-Whitewater 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
University of Wisconsin-Rock County 1988 — 1990
Associate's degree, General Studies
Universal Recycling Technologies, LLC. January 2015 - Present
Stoughton Trailers, LLC May 2012 - January 2015
Edward Jones March 2009 - April 2012
Skills
Finance, Team Building, Project Management, Workforce Development, Strategic Planning, Employee Training, Continuous Improvement, Critical Thinking, Leadership Development, Leadership, Program Management, Change Management, Lean Manufacturing, Management, Process Improvement, Manufacturing, Operations Management, Cross-functional Team..., Customer Service
Education
Cardinal Stritch University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Wisconsin-Whitewater 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
University of Wisconsin-Rock County 1988 — 1990
Associate's degree, General Studies
Alex Maze Alex Maze's Edward Jones Experience June 2011 - August 2011
Job Senior Performance Improvement Consultant at EY
Industry Management Consulting
Experience
EY August 2012 - Present
Edward Jones June 2011 - August 2011
Columbus Blue Jackets September 2010 - April 2011
PromoWest Productions January 2010 - September 2010
Skills
Social Media Marketing, Data Analysis, Sales, Marketing Strategy, Leadership, Financial Analysis, Management, Strategic Planning, Project Management, Team Leadership, Marketing, Microsoft Excel, Public Speaking, Time Management, Microsoft Office, Event Planning, Marketing Communications, Analysis
Education
Capital University 2008 — 2012
Bachelor of Arts (B.A.), Marketing, Leadership & Management, Communication
Capital University - School of Management 2008 — 2012
EY August 2012 - Present
Edward Jones June 2011 - August 2011
Columbus Blue Jackets September 2010 - April 2011
PromoWest Productions January 2010 - September 2010
Skills
Social Media Marketing, Data Analysis, Sales, Marketing Strategy, Leadership, Financial Analysis, Management, Strategic Planning, Project Management, Team Leadership, Marketing, Microsoft Excel, Public Speaking, Time Management, Microsoft Office, Event Planning, Marketing Communications, Analysis
Education
Capital University 2008 — 2012
Bachelor of Arts (B.A.), Marketing, Leadership & Management, Communication
Capital University - School of Management 2008 — 2012
John Angius John Angius's Edward Jones Experience October 2012 - May 2015
Job Seasoned professional with a wide background in Media Relations, Politics, and Sales.
Industry Retail
Experience
Edward Jones October 2012 - May 2015
Abbey Carpet and Floor of Willits January 1995 - January 2012
Horizon Carpet Mill, Queen Carpet Mill 1992 - 1994
Cheetah Aviation Transport February 1989 - November 1989
U.S. Senator Pete Wilson January 1988 - February 1989
Pacific Gas and Electric Company January 1982 - June 1987
Skills
Public Relations, Social Media, Public Speaking, Strategic Planning, Customer Service, Leadership, Team Building, Budgets, Small Business, Sales, New Business Development, Fundraising, Coaching, Leadership Development, Event Planning, Sales Management, Entrepreneurship, Nonprofits
Education
California State University-Sacramento 1976 — 1980
Bachelors of Arts, Communications Studies/ Broadcast
California State University-Sacramento - BA Communications Studies
Edward Jones October 2012 - May 2015
Abbey Carpet and Floor of Willits January 1995 - January 2012
Horizon Carpet Mill, Queen Carpet Mill 1992 - 1994
Cheetah Aviation Transport February 1989 - November 1989
U.S. Senator Pete Wilson January 1988 - February 1989
Pacific Gas and Electric Company January 1982 - June 1987
Skills
Public Relations, Social Media, Public Speaking, Strategic Planning, Customer Service, Leadership, Team Building, Budgets, Small Business, Sales, New Business Development, Fundraising, Coaching, Leadership Development, Event Planning, Sales Management, Entrepreneurship, Nonprofits
Education
California State University-Sacramento 1976 — 1980
Bachelors of Arts, Communications Studies/ Broadcast
California State University-Sacramento - BA Communications Studies
Fred Pioro Fred Pioro's Edward Jones Experience October 2005 - April 2006
Job Team Manager at
Industry Financial Services
Experience
Valley of the Sun YMCA January 2013 - Present
Charles Schwab May 2006 - Present
Edward Jones October 2005 - April 2006
UBS November 2004 - September 2005
Pier 1 Imports June 2003 - November 2004
The Bombay Company October 1995 - May 2003
Education
California State University-Northridge
Pierce College
Valley of the Sun YMCA January 2013 - Present
Charles Schwab May 2006 - Present
Edward Jones October 2005 - April 2006
UBS November 2004 - September 2005
Pier 1 Imports June 2003 - November 2004
The Bombay Company October 1995 - May 2003
Education
California State University-Northridge
Pierce College
Steve VandeLune Steve VandeLune's Edward Jones Experience January 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2004 - Present
Meijer 1998 - 2003
Meijer 1983 - 1998
Skills
Strategic Financial..., Retirement, Retirement Planning, Investments, 401k Rollovers, Wealth, Series 63, Long Term Care Insurance, Insurance, Series 7, Life Insurance, IRAs, Wealth Accumulation, Saving for Education, Personal Financial..., Variable Annuities, Financial Advisor, Wealth Transfer Planning, Retirement Solutions, Financial Planning, Long-term Care, 529 Plans, Financial Services, Retirement Savings
Education
Davenport University 1971 — 1973
Business, Accounting, Finance and Tax
Calvin College 1970 — 1971
Edward Jones January 2004 - Present
Meijer 1998 - 2003
Meijer 1983 - 1998
Skills
Strategic Financial..., Retirement, Retirement Planning, Investments, 401k Rollovers, Wealth, Series 63, Long Term Care Insurance, Insurance, Series 7, Life Insurance, IRAs, Wealth Accumulation, Saving for Education, Personal Financial..., Variable Annuities, Financial Advisor, Wealth Transfer Planning, Retirement Solutions, Financial Planning, Long-term Care, 529 Plans, Financial Services, Retirement Savings
Education
Davenport University 1971 — 1973
Business, Accounting, Finance and Tax
Calvin College 1970 — 1971
David Byrum David Byrum's Edward Jones Experience November 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Northwestern Mutual Financial Network 2010 - 2010
Education
Carson-Newman University 2006 — 2010
BS, Business Administration, Accounting Minor
The Baylor School 2002 — 2006
Edward Jones November 2010 - Present
Northwestern Mutual Financial Network 2010 - 2010
Education
Carson-Newman University 2006 — 2010
BS, Business Administration, Accounting Minor
The Baylor School 2002 — 2006
Jordan LeBlanc Jordan LeBlanc's Edward Jones Experience October 2007 - June 2008
Job Claims Adjuster at Crawford & Company
Industry Banking
Experience
Crawford & Company March 2009 - Present
CIBC July 2008 - March 2009
Edward Jones October 2007 - June 2008
Enterprise Rent-A-Car August 2007 - November 2007
Enterprise Rent-A-Car August 2006 - August 2007
Enterprise Rent-A-Car July 2005 - August 2006
Education
Cape Breton University 2000 — 2004
BA, Psychology
Crawford & Company March 2009 - Present
CIBC July 2008 - March 2009
Edward Jones October 2007 - June 2008
Enterprise Rent-A-Car August 2007 - November 2007
Enterprise Rent-A-Car August 2006 - August 2007
Enterprise Rent-A-Car July 2005 - August 2006
Education
Cape Breton University 2000 — 2004
BA, Psychology
Jeston Griffith's Edward Jones Experience July 2013 - February 2014
Job Learning and Development Manager | Business Consulting | International Investment Management
Industry Information Technology and Services
Experience
Xerox March 2015 - Present
Xerox February 2014 - March 2015
Edward Jones July 2013 - February 2014
Vinnell Arabia March 2010 - June 2013
Vinnell Arabia January 2010 - March 2010
Vinnell Arabia October 2008 - January 2010
US Army 2001 - 2008
Education
Washington State University 2013 — 2016
Master of Business Administration (MBA)
Capella University 2009 — 2012
Bachelor of Science (B.S.)
Xerox March 2015 - Present
Xerox February 2014 - March 2015
Edward Jones July 2013 - February 2014
Vinnell Arabia March 2010 - June 2013
Vinnell Arabia January 2010 - March 2010
Vinnell Arabia October 2008 - January 2010
US Army 2001 - 2008
Education
Washington State University 2013 — 2016
Master of Business Administration (MBA)
Capella University 2009 — 2012
Bachelor of Science (B.S.)
Travis Gurley's Edward Jones Experience January 2014 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Skills
Training, Budgets, Management, Human Resources, Crisis Management, Recruiting, Payroll, Leadership, Customer Service, Team Building, Sales, Marketing, Strategic Planning, Leadership Development, Time Management
Education
Campbell University
Bachelors Degree, Business Administration
Edward Jones January 2014 - Present
Skills
Training, Budgets, Management, Human Resources, Crisis Management, Recruiting, Payroll, Leadership, Customer Service, Team Building, Sales, Marketing, Strategic Planning, Leadership Development, Time Management
Education
Campbell University
Bachelors Degree, Business Administration
Lisa (Yates) Spence Lisa (Yates) Spence's Edward Jones Experience January 2008 - October 2008
Job
Industry Higher Education
Experience
Middlebury Institute of International Studies at Monterey August 2015 - Present
General Dynamics Information Technology June 2014 - Present
Accelerate Education March 2014 - July 2014
Heald College July 2010 - June 2014
United States Military Academy June 2003 - March 2009
Edward Jones January 2008 - October 2008
Fresh Express November 2006 - September 2007
US Army June 2003 - June 2006
US Army June 2001 - November 2003
Skills
Organizational..., Logistics, Public Speaking, Team Building, Planning, Marketing Strategy, Direct Marketing, Market Planning, Teaching, Adult Education, Project Planning, Access Control, Accounts Payable, Accounts Receivable, Auditing, Expense Budget..., Career Counseling, Financial Concepts, Financial Coaching, Electronic Data..., Electronic Data Security, Financial Forecasting, Financial Reporting, Financial Statement..., Fixed Asset Management, General Ledger, Human Resources, Intelligence Analysis, Inventory Management, Inventory Control, Logistics Management, Operations Management, Risk Management, Visual Information, Fundraising, Major Gift Solicitations, Sales, Marketing Management, Market Analysis, Army, Military, Leadership Development, Security Clearance, Strategy, Leadership, Operational Planning, Training, Management, Staff Development, DoD
Education
California State University-Monterey Bay 2013 — 2015
Master of Science (M.S.)
Golden Gate University 2006 — 2007
MBA
United States Military Academy at West Point 1997 — 2001
BS
Middlebury Institute of International Studies at Monterey August 2015 - Present
General Dynamics Information Technology June 2014 - Present
Accelerate Education March 2014 - July 2014
Heald College July 2010 - June 2014
United States Military Academy June 2003 - March 2009
Edward Jones January 2008 - October 2008
Fresh Express November 2006 - September 2007
US Army June 2003 - June 2006
US Army June 2001 - November 2003
Skills
Organizational..., Logistics, Public Speaking, Team Building, Planning, Marketing Strategy, Direct Marketing, Market Planning, Teaching, Adult Education, Project Planning, Access Control, Accounts Payable, Accounts Receivable, Auditing, Expense Budget..., Career Counseling, Financial Concepts, Financial Coaching, Electronic Data..., Electronic Data Security, Financial Forecasting, Financial Reporting, Financial Statement..., Fixed Asset Management, General Ledger, Human Resources, Intelligence Analysis, Inventory Management, Inventory Control, Logistics Management, Operations Management, Risk Management, Visual Information, Fundraising, Major Gift Solicitations, Sales, Marketing Management, Market Analysis, Army, Military, Leadership Development, Security Clearance, Strategy, Leadership, Operational Planning, Training, Management, Staff Development, DoD
Education
California State University-Monterey Bay 2013 — 2015
Master of Science (M.S.)
Golden Gate University 2006 — 2007
MBA
United States Military Academy at West Point 1997 — 2001
BS
Jerry Causey Jerry Causey's Edward Jones Experience January 2005 - December 2005
Job Online Training Services Supervisor at CSC
Industry E-Learning
Experience
CSC January 2006 - Present
Edward Jones January 2005 - December 2005
Skills
Business Analysis, Program Management, Process Improvement, Project Management, Change Management, Technical Writing, Multi-Cultural Team..., Business Process..., Team Leadership, Leadership Development, Management, DoD, Senior Executive..., ADDIE, Conflict Resolution, Instructor-led Training, Leadership, Requirements Analysis, Security Clearance, Team Building, Software Documentation
Education
Capella University
MS, Online Instructional Design
Southern Illinois University, Carbondale
BS, Workforce Education
CSC January 2006 - Present
Edward Jones January 2005 - December 2005
Skills
Business Analysis, Program Management, Process Improvement, Project Management, Change Management, Technical Writing, Multi-Cultural Team..., Business Process..., Team Leadership, Leadership Development, Management, DoD, Senior Executive..., ADDIE, Conflict Resolution, Instructor-led Training, Leadership, Requirements Analysis, Security Clearance, Team Building, Software Documentation
Education
Capella University
MS, Online Instructional Design
Southern Illinois University, Carbondale
BS, Workforce Education
Marilyn Pokorny Marilyn Pokorny's Edward Jones Experience August 2008 - December 2014
Job Retired 12/31/15
Industry Philanthropy
Experience
FES Consulting - Community Service in Lewisville, Texas Rotary, St. Philips Catholic Church and December 2011 - Present
Christian Comunity Action 2003 - Present
Edward Jones August 2008 - December 2014
Comtemporary Staffing Solution 1996 - 2001
Mary Kay Inc. 1991 - 1996
Skills
Customer Service, Customer Relations, Great People Skills, Organizational..., Office Management, Retail, Non-profits, Volunteer Coordination, Fundraising, Microsoft Office, Outlook, Volunteer Management, Microsoft Word, Administration, Direct Sales, Inside Sales, Word, Rotary International..., Nonprofits, Public Speaking, Small Business, Team Building, Training, Time Management, Strategic Planning, Budgets, Marketing, Sales, Public Relations, Coaching, Social Networking, Leadership Development, Team Leadership, Community Outreach, Customer Satisfaction, Management, Social Media, Social Media Marketing, Event Management, Project Planning, Account Management, Contract Negotiation, Insurance
Education
Leadership Lewisville 2004 — 2005
Leadership in any organization
Camden County College
Notre Dame College
Business
FES Consulting - Community Service in Lewisville, Texas Rotary, St. Philips Catholic Church and December 2011 - Present
Christian Comunity Action 2003 - Present
Edward Jones August 2008 - December 2014
Comtemporary Staffing Solution 1996 - 2001
Mary Kay Inc. 1991 - 1996
Skills
Customer Service, Customer Relations, Great People Skills, Organizational..., Office Management, Retail, Non-profits, Volunteer Coordination, Fundraising, Microsoft Office, Outlook, Volunteer Management, Microsoft Word, Administration, Direct Sales, Inside Sales, Word, Rotary International..., Nonprofits, Public Speaking, Small Business, Team Building, Training, Time Management, Strategic Planning, Budgets, Marketing, Sales, Public Relations, Coaching, Social Networking, Leadership Development, Team Leadership, Community Outreach, Customer Satisfaction, Management, Social Media, Social Media Marketing, Event Management, Project Planning, Account Management, Contract Negotiation, Insurance
Education
Leadership Lewisville 2004 — 2005
Leadership in any organization
Camden County College
Notre Dame College
Business
Sasha Korobova Sasha Korobova's Edward Jones Experience June 2012 - August 2012
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Edward Jones June 2012 - August 2012
Kaplan October 2010 - May 2012
Bilingual International Assistant Services October 2010 - June 2011
Skills
Commercial Banking, Commercial Lending, Middle Market, Credit Analysis, New Business Development, Lines Of Credit, Business Networking, Relationship Management, Financial Services, Credit Risk, Communication, Writing Skills, Banking Relationships, Strategy, Leadership, Finance, Nonprofits, Budgets, Financial Reporting, Public Speaking, Data Analysis, Banking
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Masters, Finance and Financial Management Services
Carleton College 2006 — 2010
Bachelor of Arts, English Literature
Wells Fargo July 2013 - Present
Edward Jones June 2012 - August 2012
Kaplan October 2010 - May 2012
Bilingual International Assistant Services October 2010 - June 2011
Skills
Commercial Banking, Commercial Lending, Middle Market, Credit Analysis, New Business Development, Lines Of Credit, Business Networking, Relationship Management, Financial Services, Credit Risk, Communication, Writing Skills, Banking Relationships, Strategy, Leadership, Finance, Nonprofits, Budgets, Financial Reporting, Public Speaking, Data Analysis, Banking
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Masters, Finance and Financial Management Services
Carleton College 2006 — 2010
Bachelor of Arts, English Literature
Connie Skomra Connie Skomra's Edward Jones Experience March 2010 - July 2010
Job Strategic Personal Finance, LLC
Industry Information Technology and Services
Experience
Strategic Personal Finance LLC October 2010 - Present
TeMeDa, LLC May 2013 - March 2014
Edward Jones March 2010 - July 2010
My Company March 2008 - April 2010
Peoples Bank National Association 2006 - 2008
Apacheta Corporation 2003 - 2004
ECSoft, Inc. 1999 - 2001
Delfin Systems 1999 - 1999
Deloitte and Touche 1998 - 1999
INFOadvantage 1996 - 1997
Skills
Software Development, Project Management, Process Improvement, Web Development, Integration, Training, Strategic Planning, JavaScript, Requirements Analysis, Technical Support, Java, Lotus Notes, Linux, Troubleshooting, Software Documentation, Application..., Client Relations Skills, Business/System Analysis, Systems..., Data Integration, Product Development, Technical Solutions..., Innovation, Research, Testing, Server Administration, Website Development, Documentation, Mentoring, Lotus Domino, Python
Education
Virginia Tech 2012 — 2014
Information Technology, 4.0
Muskingum College 2008 — 2011
Master's of Information Strategy, Systems and Technology, 4.0
Marietta College 1998 — 2000
B.A., Music, Business Administration
Capital University 1986 — 1988
Bachelor of Arts (B.A.), Music, Percussive Arts
Strategic Personal Finance LLC October 2010 - Present
TeMeDa, LLC May 2013 - March 2014
Edward Jones March 2010 - July 2010
My Company March 2008 - April 2010
Peoples Bank National Association 2006 - 2008
Apacheta Corporation 2003 - 2004
ECSoft, Inc. 1999 - 2001
Delfin Systems 1999 - 1999
Deloitte and Touche 1998 - 1999
INFOadvantage 1996 - 1997
Skills
Software Development, Project Management, Process Improvement, Web Development, Integration, Training, Strategic Planning, JavaScript, Requirements Analysis, Technical Support, Java, Lotus Notes, Linux, Troubleshooting, Software Documentation, Application..., Client Relations Skills, Business/System Analysis, Systems..., Data Integration, Product Development, Technical Solutions..., Innovation, Research, Testing, Server Administration, Website Development, Documentation, Mentoring, Lotus Domino, Python
Education
Virginia Tech 2012 — 2014
Information Technology, 4.0
Muskingum College 2008 — 2011
Master's of Information Strategy, Systems and Technology, 4.0
Marietta College 1998 — 2000
B.A., Music, Business Administration
Capital University 1986 — 1988
Bachelor of Arts (B.A.), Music, Percussive Arts
Michael Anthony Aquino, Certified Financial Planner™ Michael Anthony Aquino, Certified Financial Planner™'s Edward Jones Experience July 2000 - December 2003
Job Investment Adviser at Lower River Wealth Management
Industry Investment Management
Experience
Lower River Wealth Management January 2009 - Present
Aquino Financial Services January 2004 - December 2008
Edward Jones July 2000 - December 2003
Skills
Strategic Financial..., Investments, Estate Planning, Wealth Management, Retirement Planning, High Net Worth..., Investment Advisory, Fiduciary, Retirement Plan..., Client Education, Investment Management, Wealth Management..., Finance, Life Insurance, Retirement, Financial Services, Series 7, Personal Finance, 401k, Securities, Mutual Funds, Financial Advisory, Investment Strategies, Asset Allocation, FINRA
Education
Niagara University 1991 — 1996
Bachelor in Business, Accounting
Canisius College 1989 — 1990
Accounting
Lower River Wealth Management January 2009 - Present
Aquino Financial Services January 2004 - December 2008
Edward Jones July 2000 - December 2003
Skills
Strategic Financial..., Investments, Estate Planning, Wealth Management, Retirement Planning, High Net Worth..., Investment Advisory, Fiduciary, Retirement Plan..., Client Education, Investment Management, Wealth Management..., Finance, Life Insurance, Retirement, Financial Services, Series 7, Personal Finance, 401k, Securities, Mutual Funds, Financial Advisory, Investment Strategies, Asset Allocation, FINRA
Education
Niagara University 1991 — 1996
Bachelor in Business, Accounting
Canisius College 1989 — 1990
Accounting
Shaun McManus Shaun McManus's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Northwest Farm Credit Services October 2013 - December 2014
Northwest Farm Credit Services May 2013 - September 2013
Verizon Wireless November 2012 - April 2013
Windells Camp May 2012 - August 2012
Yellowstone Club August 2010 - April 2012
Big Sky Board Sports June 2008 - June 2010
Select Realty January 2007 - June 2010
Edward Jones June 2009 - August 2009
Carroll College Football August 2007 - December 2007
Skills
Management, Customer Service, Advertising, Marketing, Strategic Planning, Entrepreneurship, Teamwork, Mortgage Lending, Credit Analysis, Bartending, Financial Services, Relationship Management, Self-driven, Innovation, Problem Solving, Proactive self-starter, Cash Flow Forecasting, Capital Budgeting, Commercial Lending, Farmland, Agribusiness, Commercial Mortgages, Mortgage Underwriting, Agricultural Economics, Agricultural Marketing
Education
University of Notre Dame - Mendoza College of Business 2013 — 2013
Certification in advanced negotiation skills, Mediation
Carroll College 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Management, and International Business
Minidoka High School 2002 — 2005
Engineering
Edward Jones March 2015 - Present
Northwest Farm Credit Services October 2013 - December 2014
Northwest Farm Credit Services May 2013 - September 2013
Verizon Wireless November 2012 - April 2013
Windells Camp May 2012 - August 2012
Yellowstone Club August 2010 - April 2012
Big Sky Board Sports June 2008 - June 2010
Select Realty January 2007 - June 2010
Edward Jones June 2009 - August 2009
Carroll College Football August 2007 - December 2007
Skills
Management, Customer Service, Advertising, Marketing, Strategic Planning, Entrepreneurship, Teamwork, Mortgage Lending, Credit Analysis, Bartending, Financial Services, Relationship Management, Self-driven, Innovation, Problem Solving, Proactive self-starter, Cash Flow Forecasting, Capital Budgeting, Commercial Lending, Farmland, Agribusiness, Commercial Mortgages, Mortgage Underwriting, Agricultural Economics, Agricultural Marketing
Education
University of Notre Dame - Mendoza College of Business 2013 — 2013
Certification in advanced negotiation skills, Mediation
Carroll College 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Management, and International Business
Minidoka High School 2002 — 2005
Engineering
Jon Throndson Jon Throndson's Edward Jones Experience November 2001 - March 2005
Job AVP Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Emily Bratton's Edward Jones Experience May 2011 - February 2013
Job Trust Administrative Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2015 - Present
Campbell University August 2013 - April 2015
U.S. Trust June 2014 - August 2014
U.S. Trust June 2013 - August 2013
Edward Jones May 2011 - February 2013
Skills
Investments
Education
Campbell University 2010 — 2015
Master of Business Administration (MBA); Bachelor of Business Administration (BBA), Trust and Wealth Management; Minor in Financial Planning
U.S. Trust May 2015 - Present
Campbell University August 2013 - April 2015
U.S. Trust June 2014 - August 2014
U.S. Trust June 2013 - August 2013
Edward Jones May 2011 - February 2013
Skills
Investments
Education
Campbell University 2010 — 2015
Master of Business Administration (MBA); Bachelor of Business Administration (BBA), Trust and Wealth Management; Minor in Financial Planning
Reuben A. Perales Reuben A. Perales's Edward Jones Experience July 2014 - June 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - June 2015
Rocket Learning November 2013 - May 2014
CSUSB June 2013 - December 2013
BevMo! December 2010 - June 2013
United States Marine Corps May 2004 - May 2008
Skills
Human Resources, Payroll, Budgets, Customer Service, Finance, Internal Audit, Banking, Investments, Financial Statements, Leadership, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Inventory Management, Microsoft Office, Critical Thinking, Teamwork, Training, Analysis, Accounting, Public Speaking
Education
Cal State San Bernardino 2012 — 2013
Finance, General, CSUSB GPA: 3.56
MiraCosta College 2009 — 2011
Business/Commerce, General, MiraCosta GPA: 3.16
Edward Jones July 2014 - June 2015
Rocket Learning November 2013 - May 2014
CSUSB June 2013 - December 2013
BevMo! December 2010 - June 2013
United States Marine Corps May 2004 - May 2008
Skills
Human Resources, Payroll, Budgets, Customer Service, Finance, Internal Audit, Banking, Investments, Financial Statements, Leadership, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Inventory Management, Microsoft Office, Critical Thinking, Teamwork, Training, Analysis, Accounting, Public Speaking
Education
Cal State San Bernardino 2012 — 2013
Finance, General, CSUSB GPA: 3.56
MiraCosta College 2009 — 2011
Business/Commerce, General, MiraCosta GPA: 3.16
Corrie Blair Corrie Blair's Edward Jones Experience August 2001 - August 2003
Job Sales Assistant at Financial Analysts, Inc.
Industry Financial Services
Experience
Financial Analysts, A Member of Advisory Services Network, LLC August 2003 - Present
Edward Jones August 2001 - August 2003
Fiserv Securities November 1997 - August 2000
Signet Financial Services May 1995 - November 1997
Skills
Series 7, Series 6, Series 63, Notary Public, Customer Service, Excel, Microsoft Office, Word, PowerPoint, Microsoft Word, Finance, Banking, Mutual Funds, Financial Analysis, Insurance
Education
East Carolina University 1990 — 1993
BSBA, Decision Sciences
Campbell University 1989 — 1990
Undergrad
Financial Analysts, A Member of Advisory Services Network, LLC August 2003 - Present
Edward Jones August 2001 - August 2003
Fiserv Securities November 1997 - August 2000
Signet Financial Services May 1995 - November 1997
Skills
Series 7, Series 6, Series 63, Notary Public, Customer Service, Excel, Microsoft Office, Word, PowerPoint, Microsoft Word, Finance, Banking, Mutual Funds, Financial Analysis, Insurance
Education
East Carolina University 1990 — 1993
BSBA, Decision Sciences
Campbell University 1989 — 1990
Undergrad
Daniel Dan Harris Daniel Dan Harris's Edward Jones Experience March 2009 - January 2010
Job Sr. Manager of Performance Management at VinSolutions
Industry Automotive
Experience
VinSolutions December 2014 - Present
VinSolutions February 2013 - Present
VinSolutions December 2010 - February 2013
Van Tuyl Auto Group- Van Chevrolet Cadillac January 2010 - December 2010
Edward Jones March 2009 - January 2010
Jay Wolfe Honda & Hendrick Automotive Group January 2006 - March 2009
Nextel Partners Inc November 2003 - February 2006
Skills
Vinsolutions.com, Salesforce.com, Microsoft Office 2007, ADP, AVV Webcontrol ILM, Dealersocket, Reynolds and Reynolds..., ADP Payroll, Reynolds & Reynolds, CRM, Training, Account Management, Analysis, Automobile, Customer Retention, Customer Satisfaction, Dealers, E-commerce, Forecasting, Inventory Management, Lead Generation, Management, Marketing, Negotiation, New Business Development, Performance Management, Process Improvement, Program Management, Retail, Reynolds, Sales, Sales Management, Sales Operations, Sales Process, Automotive, Team Building, B2B
Education
Capella University 2008 — 2009
Business Finance
South Forsyth High School 1997 — 1999
High School Diploma, Math and Technology
VinSolutions December 2014 - Present
VinSolutions February 2013 - Present
VinSolutions December 2010 - February 2013
Van Tuyl Auto Group- Van Chevrolet Cadillac January 2010 - December 2010
Edward Jones March 2009 - January 2010
Jay Wolfe Honda & Hendrick Automotive Group January 2006 - March 2009
Nextel Partners Inc November 2003 - February 2006
Skills
Vinsolutions.com, Salesforce.com, Microsoft Office 2007, ADP, AVV Webcontrol ILM, Dealersocket, Reynolds and Reynolds..., ADP Payroll, Reynolds & Reynolds, CRM, Training, Account Management, Analysis, Automobile, Customer Retention, Customer Satisfaction, Dealers, E-commerce, Forecasting, Inventory Management, Lead Generation, Management, Marketing, Negotiation, New Business Development, Performance Management, Process Improvement, Program Management, Retail, Reynolds, Sales, Sales Management, Sales Operations, Sales Process, Automotive, Team Building, B2B
Education
Capella University 2008 — 2009
Business Finance
South Forsyth High School 1997 — 1999
High School Diploma, Math and Technology
Jeremy Day Jeremy Day's Edward Jones Experience 2008 - 2011
Job Regional Director, Enterprise Accounts
Industry Information Services
Experience
SterlingBackcheck September 2011 - Present
Edward Jones 2008 - 2011
English Allen Enterprises 2004 - 2008
Skills
Self-driven, Account Management, Contract Negotiation, Consultative Sales..., Drug Testing, FCRA, Background Checks, Salesforce.com, B2B, Strategic Planning, Team Building, Team Leadership, Series 7, Series 63, Real Estate, Stocks, Bonds, Mutual Funds, Sales Management
Education
California State University-Sacramento 1998 — 2001
BS, Business Finance
SterlingBackcheck September 2011 - Present
Edward Jones 2008 - 2011
English Allen Enterprises 2004 - 2008
Skills
Self-driven, Account Management, Contract Negotiation, Consultative Sales..., Drug Testing, FCRA, Background Checks, Salesforce.com, B2B, Strategic Planning, Team Building, Team Leadership, Series 7, Series 63, Real Estate, Stocks, Bonds, Mutual Funds, Sales Management
Education
California State University-Sacramento 1998 — 2001
BS, Business Finance
James E. Fields James E. Fields's Edward Jones Experience June 2013 - December 2013
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2014 - Present
Edward Jones June 2013 - December 2013
Northwestern Mutual August 2012 - April 2013
Farmers Insurance & Financial Services 2011 - 2012
Vista Chamber of Commerce 2009 - 2011
Education
California State University-San Marcos - College of Business Administration 2005 — 2008
Bachelors
Rancho Buena Vista High School 1994 — 1998
Diploma
AXA Advisors, LLC August 2014 - Present
Edward Jones June 2013 - December 2013
Northwestern Mutual August 2012 - April 2013
Farmers Insurance & Financial Services 2011 - 2012
Vista Chamber of Commerce 2009 - 2011
Education
California State University-San Marcos - College of Business Administration 2005 — 2008
Bachelors
Rancho Buena Vista High School 1994 — 1998
Diploma
Amy Kurth's Edward Jones Experience February 2002 - November 2002
Job Instructor at Paxon School for Advanced Studies
Industry Education Management
Experience
Paxon School for Advanced Studies August 2006 - Present
Orange Park High School August 2003 - June 2006
State Farm Insurance Companies December 2002 - August 2003
Edward Jones February 2002 - November 2002
Merrill Lynch February 2001 - February 2002
Skills
Public Speaking, Writing, Teaching, Instructional Design, Insurance, Customer Service, Excel, PowerPoint, Outlook, Word, Microsoft Office
Education
Capella University 2009 — 2011
M.S., Instructional Design for Online Learning
Flagler College 1989 — 1991
B.A., English
Paxon School for Advanced Studies August 2006 - Present
Orange Park High School August 2003 - June 2006
State Farm Insurance Companies December 2002 - August 2003
Edward Jones February 2002 - November 2002
Merrill Lynch February 2001 - February 2002
Skills
Public Speaking, Writing, Teaching, Instructional Design, Insurance, Customer Service, Excel, PowerPoint, Outlook, Word, Microsoft Office
Education
Capella University 2009 — 2011
M.S., Instructional Design for Online Learning
Flagler College 1989 — 1991
B.A., English
Chuck Houston Chuck Houston's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
SunTrust Investment Services January 2000 - September 2012
SunTrust Investment Services January 1996 - December 1999
Education
Campbell University 1995 — 1996
Master of Business Administration (M.B.A.)
Campbell University 1991 — 1995
Bachelor of Arts (B.A.), Trust and Asset Management, Financial Planning
Edward Jones October 2012 - Present
SunTrust Investment Services January 2000 - September 2012
SunTrust Investment Services January 1996 - December 1999
Education
Campbell University 1995 — 1996
Master of Business Administration (M.B.A.)
Campbell University 1991 — 1995
Bachelor of Arts (B.A.), Trust and Asset Management, Financial Planning
Michael Strickland, LUTCF's Edward Jones Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2015 - Present
NC Farm Bureau February 2009 - September 2015
Walnut Creek Country Club December 2006 - January 2009
Wade Hampton Golf Club May 2006 - November 2006
Skills
Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Retirement, Casualty, Long-term Care, Commercial Insurance, General Insurance, Renters, Homeowners, Liability, Health Insurance, Umbrella Insurance, Customer Service, Auto, Rental Insurance, Auto Loan Refinancing, Casualty Insurance, Estate Planning, Retirement Planning, Healthcare Reform, Medicare Supplement, Medicare Part D, Home, Business Insurance..., Farm Insurance, Recreational Vehicle..., Single Premium Whole..., Simple IRA, IRAs, Roth IRA, Asset Protection, Business/Farm..., College Education..., Property & Casualty..., Sales, Long Term Care Insurance, Workers Compensation
Education
East Carolina University
The American College
Life Underwriting Training Council Fellow (LUTCF)
Campbell University
Edward Jones September 2015 - Present
NC Farm Bureau February 2009 - September 2015
Walnut Creek Country Club December 2006 - January 2009
Wade Hampton Golf Club May 2006 - November 2006
Skills
Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Retirement, Casualty, Long-term Care, Commercial Insurance, General Insurance, Renters, Homeowners, Liability, Health Insurance, Umbrella Insurance, Customer Service, Auto, Rental Insurance, Auto Loan Refinancing, Casualty Insurance, Estate Planning, Retirement Planning, Healthcare Reform, Medicare Supplement, Medicare Part D, Home, Business Insurance..., Farm Insurance, Recreational Vehicle..., Single Premium Whole..., Simple IRA, IRAs, Roth IRA, Asset Protection, Business/Farm..., College Education..., Property & Casualty..., Sales, Long Term Care Insurance, Workers Compensation
Education
East Carolina University
The American College
Life Underwriting Training Council Fellow (LUTCF)
Campbell University
Travis Morehead Travis Morehead's Edward Jones Experience June 2005 - November 2006
Job Insurance Agent at Wells Fargo Insurance Services
Industry Wholesale
Experience
Wells Fargo Insurance Services October 2011 - Present
Capella University January 2007 - March 2011
Edward Jones June 2005 - November 2006
Ameriprise Financial October 2004 - June 2005
Goodwill/ Easter Seals October 2001 - October 2004
Infinity Direct, Inc July 2000 - September 2001
Education
Capella University 2007 — 2010
MBA, Business Management
Luther College 1996 — 2000
BS, Communications and Political Science
Wells Fargo Insurance Services October 2011 - Present
Capella University January 2007 - March 2011
Edward Jones June 2005 - November 2006
Ameriprise Financial October 2004 - June 2005
Goodwill/ Easter Seals October 2001 - October 2004
Infinity Direct, Inc July 2000 - September 2001
Education
Capella University 2007 — 2010
MBA, Business Management
Luther College 1996 — 2000
BS, Communications and Political Science
Marissa Ginsburg Marissa Ginsburg's Edward Jones Experience September 2015 - Present
Job at
Industry Investment Management
Experience
Edward Jones September 2015 - Present
Edward Jones June 2014 - September 2015
Edward Jones December 2012 - June 2014
Edward Jones October 2012 - December 2012
Edward Jones September 2011 - October 2012
NARS May 2011 - September 2011
NARS April 2010 - August 2011
Berkshire Management Company April 2009 - April 2010
Maritz Travel Company May 2008 - January 2009
Scottrade, Inc October 2007 - May 2008
Skills
Series 7, Series 66 licensed, Microsoft Excel, Process Improvement, Outlook, Customer Service, PowerPoint, Call Center, Strategic Planning, Microsoft Word, Microsoft Office, Analysis, Team Building, Business Analysis, Strategic Financial..., Public Speaking, Risk Management, Customer Satisfaction, Call Centers, Account Management, Operations Management, Budgets
Education
Maryville University of Saint Louis 2003 — 2007
Bachelors, Business Administration
Canterbury Christ Church University 2002 — 2002
Edward Jones September 2015 - Present
Edward Jones June 2014 - September 2015
Edward Jones December 2012 - June 2014
Edward Jones October 2012 - December 2012
Edward Jones September 2011 - October 2012
NARS May 2011 - September 2011
NARS April 2010 - August 2011
Berkshire Management Company April 2009 - April 2010
Maritz Travel Company May 2008 - January 2009
Scottrade, Inc October 2007 - May 2008
Skills
Series 7, Series 66 licensed, Microsoft Excel, Process Improvement, Outlook, Customer Service, PowerPoint, Call Center, Strategic Planning, Microsoft Word, Microsoft Office, Analysis, Team Building, Business Analysis, Strategic Financial..., Public Speaking, Risk Management, Customer Satisfaction, Call Centers, Account Management, Operations Management, Budgets
Education
Maryville University of Saint Louis 2003 — 2007
Bachelors, Business Administration
Canterbury Christ Church University 2002 — 2002
Rob Koehl Rob Koehl's Edward Jones Experience February 2005 - December 2008
Job Mental Health Counseling Student
Industry Mental Health Care
Experience
The Laundry Room March 2012 - Present
Village Electric September 2010 - Present
Rob Koehl Sculptures September 2009 - Present
St John Vianney April 2009 - June 2015
Sedona Bronze September 2011 - December 2012
Edward Jones February 2005 - December 2008
Skills
working with youth, metal sculpture, casting bronze
Education
Capella University 2015 — 2017
Mental Health Counseling, professional counseling
Ohio University 1992 — 1996
BFA, Sculpture
The Laundry Room March 2012 - Present
Village Electric September 2010 - Present
Rob Koehl Sculptures September 2009 - Present
St John Vianney April 2009 - June 2015
Sedona Bronze September 2011 - December 2012
Edward Jones February 2005 - December 2008
Skills
working with youth, metal sculpture, casting bronze
Education
Capella University 2015 — 2017
Mental Health Counseling, professional counseling
Ohio University 1992 — 1996
BFA, Sculpture
Carlos Rojas Jr. Carlos Rojas Jr.'s Edward Jones Experience March 2008 - March 2012
Job Private Client Advisor JP Morgan Chase Bank, N.A
Industry Financial Services
Experience
JPMorgan Securities LLC November 2011 - Present
Edward Jones March 2008 - March 2012
Prudential Real Estate October 2006 - April 2008
RE/MAX March 2004 - December 2007
Skills
Brokerage, Finance, Investors, Investments, Financial Analysis, Referrals, Sales, Retirement, Investment Properties, Insurance, Real Estate
Education
California State University, San Bernardino 2006 — 2008
Bachelors of Science, Business Administration with Concentration in Finance
California State University-San Bernardino - College of Business and Public Administration 2006 — 2008
Business, Finance
JPMorgan Securities LLC November 2011 - Present
Edward Jones March 2008 - March 2012
Prudential Real Estate October 2006 - April 2008
RE/MAX March 2004 - December 2007
Skills
Brokerage, Finance, Investors, Investments, Financial Analysis, Referrals, Sales, Retirement, Investment Properties, Insurance, Real Estate
Education
California State University, San Bernardino 2006 — 2008
Bachelors of Science, Business Administration with Concentration in Finance
California State University-San Bernardino - College of Business and Public Administration 2006 — 2008
Business, Finance
Ewa Gibbons Ewa Gibbons's Edward Jones Experience September 2015 - Present
Job Investment Advisory Program Development at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Morgan Stanley Wealth Management Investment Products & Services November 2012 - July 2014
Morgan Stanley Wealth Management Investment Products & Services February 2008 - November 2012
Morgan Stanley Private Wealth Management Operations May 2005 - February 2008
Morgan Stanley Wealth Management November 2004 - August 2006
Brown Brothers Harriman Investment Management Operations November 2002 - November 2004
Brown Brothers Harriman Investment Management Systems November 2000 - November 2002
Brown Brothers Harriman International Investment Management August 1997 - May 2000
Skills
Business Analysis, Trading Systems, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Series 7, Series 63, SDLC, Financial Services, Securities, Fixed Income, Equities, Alternative Investments, Mutual Funds, ETFs, Hedge Funds, Risk Management, Series 66
Education
Carnegie Mellon University 1993 — 1997
Bachelor’s Degree, Economics / Industrial Management
Edward Jones September 2015 - Present
Morgan Stanley Wealth Management Investment Products & Services November 2012 - July 2014
Morgan Stanley Wealth Management Investment Products & Services February 2008 - November 2012
Morgan Stanley Private Wealth Management Operations May 2005 - February 2008
Morgan Stanley Wealth Management November 2004 - August 2006
Brown Brothers Harriman Investment Management Operations November 2002 - November 2004
Brown Brothers Harriman Investment Management Systems November 2000 - November 2002
Brown Brothers Harriman International Investment Management August 1997 - May 2000
Skills
Business Analysis, Trading Systems, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Series 7, Series 63, SDLC, Financial Services, Securities, Fixed Income, Equities, Alternative Investments, Mutual Funds, ETFs, Hedge Funds, Risk Management, Series 66
Education
Carnegie Mellon University 1993 — 1997
Bachelor’s Degree, Economics / Industrial Management
Deven Howard's Edward Jones Experience June 2012 - Present
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Education
California State University-Sacramento 2001 — 2010
Master's Degree, Spanish Language
Edward Jones June 2012 - Present
Education
California State University-Sacramento 2001 — 2010
Master's Degree, Spanish Language
Eric Wittenburg Eric Wittenburg's Edward Jones Experience June 2014 - August 2014
Job Project Manager at Epic
Industry Computer Software
Experience
Epic July 2015 - Present
Carleton College March 2015 - June 2015
Epic January 2015 - June 2015
Carleton College January 2012 - June 2015
MIAC - Mortgage Industry Advisory Corporation December 2014 - December 2014
Edward Jones June 2014 - August 2014
Carleton College June 2013 - August 2013
Cape Cod Sea Camps June 2012 - August 2012
Securian Financial March 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Analytical Reasoning, Critical Thinking, Teaching, Teamwork, Higher Education, Editing, Customer Service, Data Analysis
Education
Carleton College 2011 — 2015
Bachelor's Degree, Philosophy, Political Economy
Epic July 2015 - Present
Carleton College March 2015 - June 2015
Epic January 2015 - June 2015
Carleton College January 2012 - June 2015
MIAC - Mortgage Industry Advisory Corporation December 2014 - December 2014
Edward Jones June 2014 - August 2014
Carleton College June 2013 - August 2013
Cape Cod Sea Camps June 2012 - August 2012
Securian Financial March 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Analytical Reasoning, Critical Thinking, Teaching, Teamwork, Higher Education, Editing, Customer Service, Data Analysis
Education
Carleton College 2011 — 2015
Bachelor's Degree, Philosophy, Political Economy
Dennis Randolph's Edward Jones Experience March 2004 - January 2007
Job Community Employment Coordinator at Central Texas Veterans Health Care System
Industry Government Administration
Experience
Central Texas Veterans Health Care System November 2014 - Present
Central Texas Veterans Health Care System August 2014 - November 2014
Health Resource Center December 2012 - August 2014
U.S. Army May 2010 - November 2012
Randolph Financial Group January 2007 - May 2010
Edward Jones March 2004 - January 2007
Champion Laboratories December 2002 - March 2004
Western Branch Diesel July 1994 - December 2002
U.S. Marines July 1990 - July 1994
Skills
Customer Service, Public Speaking, Policy, Government, Research, Leadership, Program Management, Project Management, Management
Education
Capella University 2013 — 2015
Masters of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor’s Degree, Marketing
ETI Technical College 1995 — 1997
Associate’s Degree, Drafting and Design Technology/Technician, General
Central Texas Veterans Health Care System November 2014 - Present
Central Texas Veterans Health Care System August 2014 - November 2014
Health Resource Center December 2012 - August 2014
U.S. Army May 2010 - November 2012
Randolph Financial Group January 2007 - May 2010
Edward Jones March 2004 - January 2007
Champion Laboratories December 2002 - March 2004
Western Branch Diesel July 1994 - December 2002
U.S. Marines July 1990 - July 1994
Skills
Customer Service, Public Speaking, Policy, Government, Research, Leadership, Program Management, Project Management, Management
Education
Capella University 2013 — 2015
Masters of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor’s Degree, Marketing
ETI Technical College 1995 — 1997
Associate’s Degree, Drafting and Design Technology/Technician, General
Aaron Stubblefield Aaron Stubblefield's Edward Jones Experience June 2008 - August 2008
Job Senior Associate at John Burns Real Estate Consulting
Industry Financial Services
Experience
John Burns Real Estate Consulting February 2014 - Present
State Street July 2011 - April 2013
Raley's June 2007 - July 2011
University of the Pacific November 2009 - May 2011
Edward Jones June 2008 - August 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Access, Outlook, Accounting, Financial Analysis, Public Speaking, Teamwork, Time Management, Leadership, Sales, Management
Education
CSU Sacramento 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of the Pacific 2007 — 2011
Bachelor of Science (B.S.), Economics
John Burns Real Estate Consulting February 2014 - Present
State Street July 2011 - April 2013
Raley's June 2007 - July 2011
University of the Pacific November 2009 - May 2011
Edward Jones June 2008 - August 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Access, Outlook, Accounting, Financial Analysis, Public Speaking, Teamwork, Time Management, Leadership, Sales, Management
Education
CSU Sacramento 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of the Pacific 2007 — 2011
Bachelor of Science (B.S.), Economics
Joe Chmill Jr.'s Edward Jones Experience September 2006 - February 2009
Job Tutor / Product Manager / Engineering PlayerCoach
Industry Higher Education
Experience
Indian Prairie School District 204 / Treland Educational Services 2010 - Present
Edward Jones September 2006 - February 2009
Nipson March 2005 - June 2006
Pitney Bowes March 2001 - January 2005
Eastman Kodak August 1981 - November 2000
PAR Technology September 1978 - August 1981
Online Systems, Inc. June 1977 - September 1978
Skills
Product Management, Product Marketing, Cross-functional Team..., Strategy, Product Launch, Management, Digital Imaging, Business Process, Training, Training Delivery, Technology Management, Software Product..., Product Development, Product Requirements, Marketing Management, Program Management, Sales, Market Requirements..., Field Marketing, Project Portfolio..., Software Engineering, Document Imaging, Microsoft Office, Marketing, Process Improvement, Competitive Analysis, Strategic Partnerships, Industrial Sector, Technical Management, Electronics, SaaS, Academic Tutoring, Calculus, Physics, Strategic Planning, Business Development, Project Management, New Business Development, Account Management, Leadership, B2B, Marketing Strategy, Trade Shows, Public Speaking, Business Strategy, Integration, Key Account Management
Education
Carnegie Mellon University 1973 — 1977
BS
Indian Prairie School District 204 / Treland Educational Services 2010 - Present
Edward Jones September 2006 - February 2009
Nipson March 2005 - June 2006
Pitney Bowes March 2001 - January 2005
Eastman Kodak August 1981 - November 2000
PAR Technology September 1978 - August 1981
Online Systems, Inc. June 1977 - September 1978
Skills
Product Management, Product Marketing, Cross-functional Team..., Strategy, Product Launch, Management, Digital Imaging, Business Process, Training, Training Delivery, Technology Management, Software Product..., Product Development, Product Requirements, Marketing Management, Program Management, Sales, Market Requirements..., Field Marketing, Project Portfolio..., Software Engineering, Document Imaging, Microsoft Office, Marketing, Process Improvement, Competitive Analysis, Strategic Partnerships, Industrial Sector, Technical Management, Electronics, SaaS, Academic Tutoring, Calculus, Physics, Strategic Planning, Business Development, Project Management, New Business Development, Account Management, Leadership, B2B, Marketing Strategy, Trade Shows, Public Speaking, Business Strategy, Integration, Key Account Management
Education
Carnegie Mellon University 1973 — 1977
BS
Patrick Archibald's Edward Jones Experience 2009 - 2011
Job Finance and Insurance Manager at McCoy Freightliner
Industry Financial Services
Experience
McCoy Freightliner 2014 - Present
Advantage Equipment Funding January 2009 - April 2014
Morgan Stanley 2011 - 2013
Edward Jones 2009 - 2011
Advantage Business Capital January 1998 - August 2009
Skills
Finance
Education
California State University-Sacramento
Bachelor's Degree, Business - Finance
McCoy Freightliner 2014 - Present
Advantage Equipment Funding January 2009 - April 2014
Morgan Stanley 2011 - 2013
Edward Jones 2009 - 2011
Advantage Business Capital January 1998 - August 2009
Skills
Finance
Education
California State University-Sacramento
Bachelor's Degree, Business - Finance
Curt Bramel's Edward Jones Experience April 2001 - March 2002
Job Solution Sales Consultant
Industry Computer Software
Experience
Lexmark International, Inc. May 2013 - Present
Lexmark International, Inc. July 2007 - May 2013
Lexmark International, Inc. July 2007 - May 2012
Lexmark International, Inc. July 2007 - September 2008
Toyoda Gosei April 2005 - July 2007
Trim Masters Inc. March 2002 - April 2005
Edward Jones April 2001 - March 2002
Inoac Automotive July 1999 - April 2001
US Navy June 1991 - August 1996
Skills
Sales Operations, Forecasting, Business Development, Pricing, Negotiation, Product Marketing, Cross-functional Team..., Solution Selling, Sales Process, Account Management, Market Planning, Channel, Sales Management, New Business Development, Cost Accounting, Software, Financial Analysis, Automotive, CRM, Direct Sales, Management, Retail, Sales, Strategy
Education
Campbellsville University 2000 — 2003
MBA, Management
Lindsey Wilson College 1996 — 1999
BA, Business Finance
Lexmark International, Inc. May 2013 - Present
Lexmark International, Inc. July 2007 - May 2013
Lexmark International, Inc. July 2007 - May 2012
Lexmark International, Inc. July 2007 - September 2008
Toyoda Gosei April 2005 - July 2007
Trim Masters Inc. March 2002 - April 2005
Edward Jones April 2001 - March 2002
Inoac Automotive July 1999 - April 2001
US Navy June 1991 - August 1996
Skills
Sales Operations, Forecasting, Business Development, Pricing, Negotiation, Product Marketing, Cross-functional Team..., Solution Selling, Sales Process, Account Management, Market Planning, Channel, Sales Management, New Business Development, Cost Accounting, Software, Financial Analysis, Automotive, CRM, Direct Sales, Management, Retail, Sales, Strategy
Education
Campbellsville University 2000 — 2003
MBA, Management
Lindsey Wilson College 1996 — 1999
BA, Business Finance
Clancy (Emry) Statz's Edward Jones Experience January 1995 - July 1995
Job Director, Business Development at Avnet Velocity
Industry Computer Hardware
Experience
Avnet Velocity September 2014 - Present
NMB Technologies Corp April 2010 - September 2014
NMB Technologies Corp January 2000 - April 2010
Nidec Motor Corporation October 1997 - January 2000
Panasonic USA July 1995 - October 1997
Edward Jones January 1995 - July 1995
Skills
Cross-functional Team..., International Sales, Key Account Management, Supply Management, New Business Development, Sales Management, Direct Sales, Business Development, Salesforce.com, CRM, Leadership, Product Marketing, Program Management, Contract Negotiation, Sales, Management
Education
University of Portland 1999 — 2001
MBA - Masters, Business Administration
California State University-Sacramento 1992 — 1995
BS - Bachelor of Science, Business Administration; International Business
University of San Francisco 1991 — 1992
BS, International Business
Avnet Velocity September 2014 - Present
NMB Technologies Corp April 2010 - September 2014
NMB Technologies Corp January 2000 - April 2010
Nidec Motor Corporation October 1997 - January 2000
Panasonic USA July 1995 - October 1997
Edward Jones January 1995 - July 1995
Skills
Cross-functional Team..., International Sales, Key Account Management, Supply Management, New Business Development, Sales Management, Direct Sales, Business Development, Salesforce.com, CRM, Leadership, Product Marketing, Program Management, Contract Negotiation, Sales, Management
Education
University of Portland 1999 — 2001
MBA - Masters, Business Administration
California State University-Sacramento 1992 — 1995
BS - Bachelor of Science, Business Administration; International Business
University of San Francisco 1991 — 1992
BS, International Business
Jeff Brecht's Edward Jones Experience April 2002 - December 2003
Job Financial Advisor, SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. July 2007 - Present
HRBFA April 2004 - January 2007
Edward Jones April 2002 - December 2003
SicolaMartin 1999 - 2002
Colle & McVoy 1995 - 1998
Skills
Investments, Mutual Funds, Securities, Fixed Annuities, Financial Services, Financial Advisory, Insurance, Finance, FINRA, Bonds, Small Business, IRAs, 529 Plans, Strategic Financial..., 401k, Portfolio Management, Stocks, Customer Service, Risk Management, Retirement Planning
Education
California State University-Northridge 1984 — 1990
BA
Adolfo Camarillo High School 1983 — 1984
Roncalli High School 1981 — 1983
SagePoint Financial, Inc. July 2007 - Present
HRBFA April 2004 - January 2007
Edward Jones April 2002 - December 2003
SicolaMartin 1999 - 2002
Colle & McVoy 1995 - 1998
Skills
Investments, Mutual Funds, Securities, Fixed Annuities, Financial Services, Financial Advisory, Insurance, Finance, FINRA, Bonds, Small Business, IRAs, 529 Plans, Strategic Financial..., 401k, Portfolio Management, Stocks, Customer Service, Risk Management, Retirement Planning
Education
California State University-Northridge 1984 — 1990
BA
Adolfo Camarillo High School 1983 — 1984
Roncalli High School 1981 — 1983
Meredith Beckman's Edward Jones Experience October 2013 - Present
Job Pursue your passion, and the money will follow.
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Lori Luetschwager's Edward Jones Experience August 1990 - November 1991
Job Working with Jesus
Industry Arts and Crafts
Experience
Working With Jesus 1981 - Present
Edward Jones August 1990 - November 1991
ShopKo 1979 - 1987
Skills
Papermaking, Drawing, Weaving, Teaching, Ceramics, Spinning, Craft, Fine Art, Art, Mixed Media, Sculpture, Contemporary Art, Writing, Embroidery, Problem Solving, Customer Service, Fiber Arts, Customer Relations, Books, Crafts
Education
University of Wisconsin-Green Bay 1984 — 1987
BA, Art, Human Development
Calvin College 1983 — 1984
U W Washington County 1981 — 1983
Working With Jesus 1981 - Present
Edward Jones August 1990 - November 1991
ShopKo 1979 - 1987
Skills
Papermaking, Drawing, Weaving, Teaching, Ceramics, Spinning, Craft, Fine Art, Art, Mixed Media, Sculpture, Contemporary Art, Writing, Embroidery, Problem Solving, Customer Service, Fiber Arts, Customer Relations, Books, Crafts
Education
University of Wisconsin-Green Bay 1984 — 1987
BA, Art, Human Development
Calvin College 1983 — 1984
U W Washington County 1981 — 1983
Dorie Johnson's Edward Jones Experience 2004 - Present
Job Enthusiastic, performancedriven management professional with a geniune commitment to overthetop customer experience.
Industry Financial Services
Experience
Edward Jones 2004 - Present
Office Solutions 1995 - 2004
Office Technology, Inc. 1994 - 1995
Skills
Relationship Management, Customer Experience, New Business Development, Process Improvement, Business Strategy, Sales&Marketing, Business Solutions..., Relationship Marketing, Public Relations, Consensus Building, New Venture Launch, Strategic Technology..., Revenue Growth..., Cost Control, Strategic Partnerships, Financial Projection, New Client Generation, 401k Rollovers, Marketing, Retirement Planning
Education
Cardinal Stritch University 1999 — 2002
MBA, Business
University of Wisconsin-Madison 1991 — 1993
BA, English, Political Science
Edward Jones 2004 - Present
Office Solutions 1995 - 2004
Office Technology, Inc. 1994 - 1995
Skills
Relationship Management, Customer Experience, New Business Development, Process Improvement, Business Strategy, Sales&Marketing, Business Solutions..., Relationship Marketing, Public Relations, Consensus Building, New Venture Launch, Strategic Technology..., Revenue Growth..., Cost Control, Strategic Partnerships, Financial Projection, New Client Generation, 401k Rollovers, Marketing, Retirement Planning
Education
Cardinal Stritch University 1999 — 2002
MBA, Business
University of Wisconsin-Madison 1991 — 1993
BA, English, Political Science
James Cave's Edward Jones Experience 2010 - January 2014
Job Financial Advisor at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2014 - Present
Edward Jones 2010 - January 2014
Allstate Financial Services July 2009 - October 2010
UBS Global Asset Management August 2008 - April 2010
Smith Barney January 2004 - August 2008
Hewlett-Packard June 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7
Education
Consumnes River College 1999 — 2000
AA, Fire Science
MTI 1996 — 1997
MCSE, IT
California State University-Sacramento 1990 — 1995
BS, Criminal Justice
California State University-Sacramento 1990 — 1995
AA, Business
Cetera Advisor Networks LLC February 2014 - Present
Edward Jones 2010 - January 2014
Allstate Financial Services July 2009 - October 2010
UBS Global Asset Management August 2008 - April 2010
Smith Barney January 2004 - August 2008
Hewlett-Packard June 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7
Education
Consumnes River College 1999 — 2000
AA, Fire Science
MTI 1996 — 1997
MCSE, IT
California State University-Sacramento 1990 — 1995
BS, Criminal Justice
California State University-Sacramento 1990 — 1995
AA, Business
Pat Killen's Edward Jones Experience April 2003 - September 2011
Job High School Counselor & Teacher
Industry Primary/Secondary Education
Experience
Edward Jones April 2003 - September 2011
Los Angeles Unified School District September 1970 - June 1993
Skills
Public Speaking, Leadership, Customer Service, Staff Development, Community Outreach, Training, Microsoft Office, Volunteer Management, Editing, Program Development, Research, Leadership Development, Teaching, Time Management, Nonprofits, Higher Education, Coaching
Education
California State University-Northridge 1968 — 1986
B.A. and M.A., Business Ed. & Ed. Psych.
La Sierra University 1951 — 1956
Music and Business
Edward Jones April 2003 - September 2011
Los Angeles Unified School District September 1970 - June 1993
Skills
Public Speaking, Leadership, Customer Service, Staff Development, Community Outreach, Training, Microsoft Office, Volunteer Management, Editing, Program Development, Research, Leadership Development, Teaching, Time Management, Nonprofits, Higher Education, Coaching
Education
California State University-Northridge 1968 — 1986
B.A. and M.A., Business Ed. & Ed. Psych.
La Sierra University 1951 — 1956
Music and Business
Melissa R. Reppert's Edward Jones Experience January 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2008 - Present
AT&T Mobility April 2006 - December 2007
Education
California State University-San Marcos - College of Business Administration 2002 — 2007
Edward Jones January 2008 - Present
AT&T Mobility April 2006 - December 2007
Education
California State University-San Marcos - College of Business Administration 2002 — 2007
Jeff DeLarme, CFP®'s Edward Jones Experience February 2008 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones February 2008 - Present
LAX Kiwanis Club & Foundation October 2014 - September 2015
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Wealth Management, Retirement, Estate Planning, 401k Rollovers, Investment Strategies, Financial Advisory, 401k
Education
University of Southern California
CFA Candidate Program
CFA Level 2 Candidate
CSUN
Bachelor of Science, Business Administration: Real Estate & Finance
UCLA
Certificate in Financial Planning, Finance
Edward Jones February 2008 - Present
LAX Kiwanis Club & Foundation October 2014 - September 2015
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Wealth Management, Retirement, Estate Planning, 401k Rollovers, Investment Strategies, Financial Advisory, 401k
Education
University of Southern California
CFA Candidate Program
CFA Level 2 Candidate
CSUN
Bachelor of Science, Business Administration: Real Estate & Finance
UCLA
Certificate in Financial Planning, Finance
David Chandler, CPCU's Edward Jones Experience February 2003 - August 2004
Job SVP and CIO at PMA Companies
Industry Insurance
Experience
PMA Companies July 2013 - Present
Key Risk Management Services, LLC, a W.R. Berkley company January 2009 - July 2013
Key Risk Management Services July 2007 - December 2008
Key Risk Management Services March 2005 - July 2007
Edward Jones February 2003 - August 2004
College of Financial Planning January 2002 - February 2003
Advance Auto Parts May 2000 - December 2001
Roanoke County August 1999 - May 2000
Transkrit January 1995 - June 1999
Mobil Plastics Europe, Luxembourg July 1992 - January 1995
Skills
Windows Server, Outsourcing, Strategic Planning, Data Center, Software Development
Education
Northwestern University 2014 — 2016
Master of Science (MS), Predictive Analytics
Saint Joseph's University 2012 — 2013
Master of Science (MS), Business Intelligence
University of North Carolina at Greensboro 1985 — 1987
M.B.A., Business
Carnegie Mellon University 1975 — 1979
B.S., Applied Mathematics
PMA Companies July 2013 - Present
Key Risk Management Services, LLC, a W.R. Berkley company January 2009 - July 2013
Key Risk Management Services July 2007 - December 2008
Key Risk Management Services March 2005 - July 2007
Edward Jones February 2003 - August 2004
College of Financial Planning January 2002 - February 2003
Advance Auto Parts May 2000 - December 2001
Roanoke County August 1999 - May 2000
Transkrit January 1995 - June 1999
Mobil Plastics Europe, Luxembourg July 1992 - January 1995
Skills
Windows Server, Outsourcing, Strategic Planning, Data Center, Software Development
Education
Northwestern University 2014 — 2016
Master of Science (MS), Predictive Analytics
Saint Joseph's University 2012 — 2013
Master of Science (MS), Business Intelligence
University of North Carolina at Greensboro 1985 — 1987
M.B.A., Business
Carnegie Mellon University 1975 — 1979
B.S., Applied Mathematics
Justin Kimbrell's Edward Jones Experience 2001 - 2002
Job Strategist at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation September 2013 - Present
Cerner Corporation March 2011 - September 2013
Computer Sciences Corporation November 2010 - March 2011
Computer Sciences Corporation January 2008 - November 2010
Commerce Bank 2002 - 2007
Edward Jones 2001 - 2002
John Hancock 2000 - 2001
Skills
Business Analysis, Management Consulting
Education
Carnegie Mellon University 2009 — 2011
Masters, Information Systems
Rockhurst University 2005 — 2007
MBA, Finance
Drury University 1996 — 2000
BA, Economics, Business Administration
Cerner Corporation September 2013 - Present
Cerner Corporation March 2011 - September 2013
Computer Sciences Corporation November 2010 - March 2011
Computer Sciences Corporation January 2008 - November 2010
Commerce Bank 2002 - 2007
Edward Jones 2001 - 2002
John Hancock 2000 - 2001
Skills
Business Analysis, Management Consulting
Education
Carnegie Mellon University 2009 — 2011
Masters, Information Systems
Rockhurst University 2005 — 2007
MBA, Finance
Drury University 1996 — 2000
BA, Economics, Business Administration
Mark Romin's Edward Jones Experience June 2010 - August 2011
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC July 2012 - Present
Edward Jones June 2010 - August 2011
Marco Consulting Group March 2008 - June 2010
Citi Institutional Consulting August 2006 - March 2008
Central Bank Illinois June 2003 - June 2005
Skills
Asset Management, Investment Management, Alternative Investments
Education
Campbell University 1999 — 2003
BS, Trust Management
Waubonsie Valley High School 1995 — 1999
Raymond James Financial Services Inc. Member FINRA/SIPC July 2012 - Present
Edward Jones June 2010 - August 2011
Marco Consulting Group March 2008 - June 2010
Citi Institutional Consulting August 2006 - March 2008
Central Bank Illinois June 2003 - June 2005
Skills
Asset Management, Investment Management, Alternative Investments
Education
Campbell University 1999 — 2003
BS, Trust Management
Waubonsie Valley High School 1995 — 1999
Seth Holley's Edward Jones Experience June 2004 - Present
Job Sr. Network Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2004 - Present
Skills
LAN-WAN, Disaster Recovery, Network Engineering, Network Architecture, TCP/IP, BGP, Optical Network, Cisco Technology, Firewalls, Switches, Computer Security, Network Security, VPN, Security, Cisco Technologies
Education
Capitol College 2009 — 2014
Master of Science (M.S.), Cyber and Information Security
Webster University 1996 — 1999
Bachelor of Science (B.S.), Computer Science
St. Louis Community College
Associate of Arts and Sciences (A.A.S.), Management Information Systems and Services
Edward Jones June 2004 - Present
Skills
LAN-WAN, Disaster Recovery, Network Engineering, Network Architecture, TCP/IP, BGP, Optical Network, Cisco Technology, Firewalls, Switches, Computer Security, Network Security, VPN, Security, Cisco Technologies
Education
Capitol College 2009 — 2014
Master of Science (M.S.), Cyber and Information Security
Webster University 1996 — 1999
Bachelor of Science (B.S.), Computer Science
St. Louis Community College
Associate of Arts and Sciences (A.A.S.), Management Information Systems and Services
Frank Lupu's Edward Jones Experience January 2008 - April 2014
Job President & CEO, AAMS at Lupu Financial Services, Inc
Industry Financial Services
Experience
Lupu Financial Services, Inc. April 2014 - Present
Edward Jones January 2008 - April 2014
Washington Mutual 1999 - 2007
Skills
Small Business, Investment Advisory, Financial Advisory, Finance, Retirement, 401k Rollovers, Retirement Planning, Wealth Management, Estate Planning, Series 7, 529 Plans, Life Insurance, Asset Management, Fixed Annuities, Credit, Financial Goals, Income Specialist, Long Term Care Insurance, Mutual Funds, Estate Tax Planning
Education
California State University-Northridge 1994 — 1999
Bachelor's, Psychology, Political Science
Reseda High School 1990 — 1994
High School Diploma, General Studies
Lupu Financial Services, Inc. April 2014 - Present
Edward Jones January 2008 - April 2014
Washington Mutual 1999 - 2007
Skills
Small Business, Investment Advisory, Financial Advisory, Finance, Retirement, 401k Rollovers, Retirement Planning, Wealth Management, Estate Planning, Series 7, 529 Plans, Life Insurance, Asset Management, Fixed Annuities, Credit, Financial Goals, Income Specialist, Long Term Care Insurance, Mutual Funds, Estate Tax Planning
Education
California State University-Northridge 1994 — 1999
Bachelor's, Psychology, Political Science
Reseda High School 1990 — 1994
High School Diploma, General Studies
Brent Beasock's Edward Jones Experience July 2007 - February 2009
Job Firefighter/EMT at Arlington County Fire Department
Industry Financial Services
Experience
Arlington County Fire Department July 2011 - Present
Edward Jones July 2007 - February 2009
Centenary College August 2006 - May 2007
Skills
Firefighting, Emergency Medical..., Higher Education, Strategic Financial..., Financial Analysis, Banking, Investments, Credit, Budgets, Microsoft Excel
Education
Capella University 2009 — 2010
MBA, Accounting
Arlington County Fire Academy
Arlington County Fire Department July 2011 - Present
Edward Jones July 2007 - February 2009
Centenary College August 2006 - May 2007
Skills
Firefighting, Emergency Medical..., Higher Education, Strategic Financial..., Financial Analysis, Banking, Investments, Credit, Budgets, Microsoft Excel
Education
Capella University 2009 — 2010
MBA, Accounting
Arlington County Fire Academy
Joshua Gurkin's Edward Jones Experience August 2000 - July 2003
Job Science Teacher at Apex High School
Industry Education Management
Experience
Apex High School August 2014 - Present
Family Legacy Mental Heath Services, Inc. August 2009 - August 2014
Family Legacy Mental Heath Services, Inc. August 2009 - October 2013
North Carolina State University August 2006 - August 2009
Campbell University August 2002 - July 2006
Edward Jones August 2000 - July 2003
Skills
Public Speaking, Microsoft Office, Teaching, Research, Nonprofits, Program Development, Higher Education, Customer Service, Microsoft Word, Microsoft Excel, Team Building, Outlook, PowerPoint, Program Management, Community Outreach, Fundraising, Event Planning, Strategic Planning, Data Analysis, Budgets, Staff Development, Psychology, Healthcare, Project Management, Project, Network Design, Network Administration, Computer..., EMR Implementation, VoIP, Cisco VPN, VPN, Business Intelligence, Business Intelligence...
Education
North Carolina State University 2006 — 2009
Master of Science (M.S.), Inorganic Chemistry, 3.5
Campbell University 2002 — 2006
Bachelor of Science (B.S.), Chemistry, 3.849
Apex High School August 2014 - Present
Family Legacy Mental Heath Services, Inc. August 2009 - August 2014
Family Legacy Mental Heath Services, Inc. August 2009 - October 2013
North Carolina State University August 2006 - August 2009
Campbell University August 2002 - July 2006
Edward Jones August 2000 - July 2003
Skills
Public Speaking, Microsoft Office, Teaching, Research, Nonprofits, Program Development, Higher Education, Customer Service, Microsoft Word, Microsoft Excel, Team Building, Outlook, PowerPoint, Program Management, Community Outreach, Fundraising, Event Planning, Strategic Planning, Data Analysis, Budgets, Staff Development, Psychology, Healthcare, Project Management, Project, Network Design, Network Administration, Computer..., EMR Implementation, VoIP, Cisco VPN, VPN, Business Intelligence, Business Intelligence...
Education
North Carolina State University 2006 — 2009
Master of Science (M.S.), Inorganic Chemistry, 3.5
Campbell University 2002 — 2006
Bachelor of Science (B.S.), Chemistry, 3.849
Sandra Stanbrough's Edward Jones Experience December 2003 - November 2008
Job Marketing and Finance Professional
Industry Marketing and Advertising
Experience
Millennium Trust Company June 2011 - Present
Flooring America; Retail Store May 2010 - April 2012
Self-Employed November 2008 - May 2010
Edward Jones December 2003 - November 2008
Mullen May 2000 - June 2003
Jacobson Rost May 1997 - April 2000
MARC USA August 1994 - April 1997
Skills
Marketing Strategy
Education
California State University-Sacramento
BS
Millennium Trust Company June 2011 - Present
Flooring America; Retail Store May 2010 - April 2012
Self-Employed November 2008 - May 2010
Edward Jones December 2003 - November 2008
Mullen May 2000 - June 2003
Jacobson Rost May 1997 - April 2000
MARC USA August 1994 - April 1997
Skills
Marketing Strategy
Education
California State University-Sacramento
BS
Amanda Kan's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Professional Training & Coaching
Experience
Edward Jones March 2014 - Present
Mary Kay Inc. October 2011 - May 2015
Franklin Templeton Investments August 2011 - December 2012
Th(i)NQ Ed July 2010 - April 2011
CSU Sacramento August 2006 - September 2010
Skills
Training, Sales, Customer Service, Strategic Planning, Social Media, Public Speaking, Event Planning, Teaching, Leadership, Social Networking, Microsoft Word, Outlook, Entrepreneurship, Marketing, PowerPoint, Team Leadership, Event Management
Education
California State University-Sacramento 2008 — 2010
MA, Education-Curriculum and Instruction
California State University 2008 — 2010
Bachelor of Arts, Theatre Arts (Dance)
Edward Jones March 2014 - Present
Mary Kay Inc. October 2011 - May 2015
Franklin Templeton Investments August 2011 - December 2012
Th(i)NQ Ed July 2010 - April 2011
CSU Sacramento August 2006 - September 2010
Skills
Training, Sales, Customer Service, Strategic Planning, Social Media, Public Speaking, Event Planning, Teaching, Leadership, Social Networking, Microsoft Word, Outlook, Entrepreneurship, Marketing, PowerPoint, Team Leadership, Event Management
Education
California State University-Sacramento 2008 — 2010
MA, Education-Curriculum and Instruction
California State University 2008 — 2010
Bachelor of Arts, Theatre Arts (Dance)
Joe McPherson's Edward Jones Experience June 2009 - February 2010
Job Quality Engineer at Tolomatic
Industry Industrial Automation
Experience
Tolomatic, Inc. October 2014 - Present
WSI Industries July 2012 - October 2014
SCSI LLC - Supply Chain Services International July 2010 - September 2012
Wells Fargo March 2010 - July 2010
Edward Jones June 2009 - February 2010
Hutchinson Technology Inc (HTI) August 1984 - May 2009
Skills
Customer Service, Process Improvement, Microsoft Excel, Strategic Planning, SPC, Six Sigma, Manufacturing, Budgets, Inventory Management, Operations Management, Continuous Improvement, Lean Manufacturing, 5S, Leadership, Quality Control, Quality Management, Quality System, Root Cause Analysis, Supplier Quality
Education
Cardinal Stritch University 2007 — 2010
Bachelor of Science, Business Management
North Dakota State University
Ridgewater College
Nondestructive Testing Technology, Nondestructive Testing Technology
Ridgewater College
Small Business Management
Tolomatic, Inc. October 2014 - Present
WSI Industries July 2012 - October 2014
SCSI LLC - Supply Chain Services International July 2010 - September 2012
Wells Fargo March 2010 - July 2010
Edward Jones June 2009 - February 2010
Hutchinson Technology Inc (HTI) August 1984 - May 2009
Skills
Customer Service, Process Improvement, Microsoft Excel, Strategic Planning, SPC, Six Sigma, Manufacturing, Budgets, Inventory Management, Operations Management, Continuous Improvement, Lean Manufacturing, 5S, Leadership, Quality Control, Quality Management, Quality System, Root Cause Analysis, Supplier Quality
Education
Cardinal Stritch University 2007 — 2010
Bachelor of Science, Business Management
North Dakota State University
Ridgewater College
Nondestructive Testing Technology, Nondestructive Testing Technology
Ridgewater College
Small Business Management
John Fieberg's Edward Jones Experience April 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 1998 - Present
Skills
IRAs, Investments, Series 7, Retirement, Investment Strategies, College Savings Plans, Roth IRA, Education Funding, Uniform Combined State..., Long Term Care Insurance
Education
California State University-Northridge 1994 — 1996
Bachelor's, Journalism
Edward Jones April 1998 - Present
Skills
IRAs, Investments, Series 7, Retirement, Investment Strategies, College Savings Plans, Roth IRA, Education Funding, Uniform Combined State..., Long Term Care Insurance
Education
California State University-Northridge 1994 — 1996
Bachelor's, Journalism
Charles Dayton's Edward Jones Experience January 2010 - September 2010
Job Senior Manager, Analysis & Strategy at Arch Coal, Inc.
Industry Mining & Metals
Experience
Arch Coal, Inc. March 2014 - Present
Arch Coal, Inc. April 2012 - March 2014
Arch Coal, Inc. September 2010 - April 2012
United States Army Reserve March 2008 - July 2011
Edward Jones January 2010 - September 2010
Edward Jones May 2008 - December 2009
United States Army November 2006 - May 2007
United States Army November 2005 - November 2006
United States Army May 2003 - November 2005
Skills
IT Management, Project Management, Business Intelligence, Leadership, Strategy, Analysis, Modeling, Nonprofits, Training, Interrogation Techniques, Data Analysis, Army, Security, Databases, Financial Analysis, Risk Management, Strategic Planning, Customer Service, Strategic Thinking, Research, Government, Logistics, Sales, Community Outreach, Competitive Analysis, Finance
Education
Carnegie Mellon University 2011 — 2013
MSIT, Information Technology Management
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance and Strategy
William & Mary 1999 — 2003
BA, History
Anglo-American School of Moscow, Russia 1997 — 1999
High School Diploma, International Baccalaureate Diploma
Arch Coal, Inc. March 2014 - Present
Arch Coal, Inc. April 2012 - March 2014
Arch Coal, Inc. September 2010 - April 2012
United States Army Reserve March 2008 - July 2011
Edward Jones January 2010 - September 2010
Edward Jones May 2008 - December 2009
United States Army November 2006 - May 2007
United States Army November 2005 - November 2006
United States Army May 2003 - November 2005
Skills
IT Management, Project Management, Business Intelligence, Leadership, Strategy, Analysis, Modeling, Nonprofits, Training, Interrogation Techniques, Data Analysis, Army, Security, Databases, Financial Analysis, Risk Management, Strategic Planning, Customer Service, Strategic Thinking, Research, Government, Logistics, Sales, Community Outreach, Competitive Analysis, Finance
Education
Carnegie Mellon University 2011 — 2013
MSIT, Information Technology Management
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance and Strategy
William & Mary 1999 — 2003
BA, History
Anglo-American School of Moscow, Russia 1997 — 1999
High School Diploma, International Baccalaureate Diploma
Mike Amrozowicz's Edward Jones Experience 2014 - Present
Job Financial Advisor, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones 2014 - Present
Education
Cameron University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, Business Strategy, Economics
Southern Illinois University, Carbondale 1986 — 1989
Bachelor’s Degree, Vocational Education/Work Force Development
Edward Jones 2014 - Present
Education
Cameron University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, Business Strategy, Economics
Southern Illinois University, Carbondale 1986 — 1989
Bachelor’s Degree, Vocational Education/Work Force Development
Judy Halverson's Edward Jones Experience November 2014 - February 2015
Job .
Industry Investment Management
Experience
Edward Jones November 2014 - February 2015
CM Global January 2014 - November 2014
Badger Press, Inc. September 2002 - January 2014
Morgan&Myers 1999 - 2002
Manpower Inc. 1997 - 1999
General Electric 1996 - 1997
Brandt, Inc. 1986 - 1996
M&I Bank 1981 - 1986
Skills
Customer Service, Problem Solving, Creativity, Digital Printing, Offset Printing, QuarkXPress, InDesign, Direct Mail, Print Management, Marketing, Selling, Sales, Mac, Marketing Strategy, Purchasing, Account Management, Variable Data Printing, Photography, Color Management, Advertising, B2B, Direct Marketing, Manufacturing, Accounts Payable, Email Marketing, Pre-press, Trade Shows, Microsoft Office, Marketing Communications, Accounting, Adobe Acrobat, Graphics, Accounts Receivable, Photoshop, Adobe Creative Suite, Project Management
Education
Carroll University 1995 — 1999
BS, Art
Madison Area Technical College 1990 — 1995
Associate, Accounting
Edward Jones November 2014 - February 2015
CM Global January 2014 - November 2014
Badger Press, Inc. September 2002 - January 2014
Morgan&Myers 1999 - 2002
Manpower Inc. 1997 - 1999
General Electric 1996 - 1997
Brandt, Inc. 1986 - 1996
M&I Bank 1981 - 1986
Skills
Customer Service, Problem Solving, Creativity, Digital Printing, Offset Printing, QuarkXPress, InDesign, Direct Mail, Print Management, Marketing, Selling, Sales, Mac, Marketing Strategy, Purchasing, Account Management, Variable Data Printing, Photography, Color Management, Advertising, B2B, Direct Marketing, Manufacturing, Accounts Payable, Email Marketing, Pre-press, Trade Shows, Microsoft Office, Marketing Communications, Accounting, Adobe Acrobat, Graphics, Accounts Receivable, Photoshop, Adobe Creative Suite, Project Management
Education
Carroll University 1995 — 1999
BS, Art
Madison Area Technical College 1990 — 1995
Associate, Accounting
Daniel Anderle's Edward Jones Experience June 2009 - September 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo September 2012 - March 2015
Edward Jones June 2009 - September 2012
Banc of America Investments October 2006 - May 2009
Wells Fargo 2002 - 2006
Skills
Wealth Management, Series 7, Banking, Credit, Strategic Financial..., Investments, Wealth Management...
Education
California State University-Northridge
Bachelor, Finance
Wells Fargo Advisors April 2015 - Present
Wells Fargo September 2012 - March 2015
Edward Jones June 2009 - September 2012
Banc of America Investments October 2006 - May 2009
Wells Fargo 2002 - 2006
Skills
Wealth Management, Series 7, Banking, Credit, Strategic Financial..., Investments, Wealth Management...
Education
California State University-Northridge
Bachelor, Finance
Thom Oliver's Edward Jones Experience June 2012 - December 2012
Job Director of Operations at Greenscapes Lawn and Landscaping
Industry Investment Management
Experience
Greenscapes Lawn and Landscaping December 2012 - Present
Edward Jones June 2012 - December 2012
H&R Block December 2011 - June 2012
Windmill Trading Co. June 2009 - December 2011
AT&T November 2003 - June 2009
SBC Communications April 2002 - November 2003
SBC Communications December 1998 - April 2002
Southwestern Bell Telephone Company August 1994 - November 1998
Southwestern Bell Telephone Company September 1985 - November 1988
Skills
Program Management, Project Management, Portfolio Management, Financial Analysis, Budget Management, Data Analysis, Data Mining, Data Modeling, Business Case..., Business Process Mapping, Business Process..., Workflow, Business Analysis, Business Process..., Ad Hoc Reporting, Executive Reporting, Negotiation, Investment Strategies, Options Strategies, Stocks, Stock Trading, Stock Option, Subordinate Development, Mentoring, Microsoft Excel, Pivot Tables, Access, Engineering, Mathematics, Statistics, Network Design, Communication Skills, Problem Analysis, Creative Problem Solving, Academic Tutoring, Advisory Boards, Tax Preparation, Analysis, Integration, SDLC, PMO, Investments, Budgets
Education
Carnegie Mellon University 1991 — 1992
Information Networking Innovation, Developments in Information Technology, A
Northeastern State University
Bachelor of Science (B.S.), Engineering Physics
Northeastern State University
Bachelor of Science (B.S.), Mathematics
Greenscapes Lawn and Landscaping December 2012 - Present
Edward Jones June 2012 - December 2012
H&R Block December 2011 - June 2012
Windmill Trading Co. June 2009 - December 2011
AT&T November 2003 - June 2009
SBC Communications April 2002 - November 2003
SBC Communications December 1998 - April 2002
Southwestern Bell Telephone Company August 1994 - November 1998
Southwestern Bell Telephone Company September 1985 - November 1988
Skills
Program Management, Project Management, Portfolio Management, Financial Analysis, Budget Management, Data Analysis, Data Mining, Data Modeling, Business Case..., Business Process Mapping, Business Process..., Workflow, Business Analysis, Business Process..., Ad Hoc Reporting, Executive Reporting, Negotiation, Investment Strategies, Options Strategies, Stocks, Stock Trading, Stock Option, Subordinate Development, Mentoring, Microsoft Excel, Pivot Tables, Access, Engineering, Mathematics, Statistics, Network Design, Communication Skills, Problem Analysis, Creative Problem Solving, Academic Tutoring, Advisory Boards, Tax Preparation, Analysis, Integration, SDLC, PMO, Investments, Budgets
Education
Carnegie Mellon University 1991 — 1992
Information Networking Innovation, Developments in Information Technology, A
Northeastern State University
Bachelor of Science (B.S.), Engineering Physics
Northeastern State University
Bachelor of Science (B.S.), Mathematics
Casey Pond's Edward Jones Experience August 2008 - December 2010
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Edward Jones August 2008 - December 2010
Northwestern Mutual Financial Network 2007 - 2008
Education
Florida Gulf Coast University 2006 — 2008
BS, Finance
Capital University - School of Management 2004 — 2006
Associates, Business
Merrill Lynch January 2011 - Present
Edward Jones August 2008 - December 2010
Northwestern Mutual Financial Network 2007 - 2008
Education
Florida Gulf Coast University 2006 — 2008
BS, Finance
Capital University - School of Management 2004 — 2006
Associates, Business
Kiran Lalani's Edward Jones Experience September 2011 - January 2014
Job Manager Research Consultant
Industry Financial Services
Experience
Self-Employed June 2015 - Present
Morningstar December 2013 - May 2015
Edward Jones September 2011 - January 2014
Wells Fargo Advisors August 2008 - December 2011
Wells Fargo Advisors September 2006 - August 2008
Skills
Fixed Income, Bonds, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Bloomberg, Series 7, Financial Modeling, Capital Markets, Investments, series 66, Municipal Bonds, Financial Statement..., Interest Rate..., Fixed Income Analysis, Securities
Education
California State University-Northridge
Bachelors, Finance
Self-Employed June 2015 - Present
Morningstar December 2013 - May 2015
Edward Jones September 2011 - January 2014
Wells Fargo Advisors August 2008 - December 2011
Wells Fargo Advisors September 2006 - August 2008
Skills
Fixed Income, Bonds, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Bloomberg, Series 7, Financial Modeling, Capital Markets, Investments, series 66, Municipal Bonds, Financial Statement..., Interest Rate..., Fixed Income Analysis, Securities
Education
California State University-Northridge
Bachelors, Finance
Jovan Vuksanovich's Edward Jones Experience June 2006 - July 2011
Job President at Rollingzen Teambuilding with Billiards/Pool
Industry Professional Training & Coaching
Experience
Rollingzen Teambuilding with Billiards/Pool January 1993 - Present
Jovan Vuksanovich July 2004 - Present
The BITA Group October 2014 - June 2015
Sekure Cost Review February 2013 - May 2014
Edward Jones June 2006 - July 2011
C.I.B.C Wood Gundy April 1999 - May 2006
Blue Phoenix Training September 1990 - August 1993
Skills
Public Speaking, Executive Coaching, Leadership Development, Coaching, Team Building, Organizational..., Strategic Planning, Teaching, Personal Development, Editing, Public Relations, Training, Emotional Intelligence, Staff Development, Entrepreneurship, Marketing Strategy, Pool/Billiards, Poetry, Leadership, Publishing, Books, Creative Writing, Marketing, Blogging, Literature, Business Performance..., Billiards, Snooker
Education
Carleton University
B.A., English Literature
Carleton University, Ottawa, Canada
Bachelor of Arts in English Literature
Rollingzen Teambuilding with Billiards/Pool January 1993 - Present
Jovan Vuksanovich July 2004 - Present
The BITA Group October 2014 - June 2015
Sekure Cost Review February 2013 - May 2014
Edward Jones June 2006 - July 2011
C.I.B.C Wood Gundy April 1999 - May 2006
Blue Phoenix Training September 1990 - August 1993
Skills
Public Speaking, Executive Coaching, Leadership Development, Coaching, Team Building, Organizational..., Strategic Planning, Teaching, Personal Development, Editing, Public Relations, Training, Emotional Intelligence, Staff Development, Entrepreneurship, Marketing Strategy, Pool/Billiards, Poetry, Leadership, Publishing, Books, Creative Writing, Marketing, Blogging, Literature, Business Performance..., Billiards, Snooker
Education
Carleton University
B.A., English Literature
Carleton University, Ottawa, Canada
Bachelor of Arts in English Literature
Erica McAdoo's Edward Jones Experience September 2007 - March 2008
Job Senior Management Analyst/Budget Analyst
Industry Government Administration
Experience
City of Culver City October 2013 - Present
St. Louis Public Schools October 2010 - August 2013
City of St. Louis March 2008 - June 2010
Edward Jones September 2007 - March 2008
Commonwealth of Pennsylvania January 2007 - September 2007
Penn State University August 2005 - December 2006
Big Brothers Big Sisters of Eastern Missouri May 2004 - August 2004
ADM May 2003 - September 2003
Skills
Non-profits, Policy Analysis, Program Development, Program Management, Budgets, Contract Management, Process Improvement, Fiscal Policy, Business Analysis, Government Services, Grant Writing, Research, Fundraising, Policy, Event Planning, Data Analysis, Analysis, Microsoft Word, Grants, Change Management, PowerPoint
Education
Capital College, Pennsylvania State University 2005 — 2009
Master of Public Administration, Public Administration
Millikin University 2001 — 2005
Bachelor of Science, Finance
City of Culver City October 2013 - Present
St. Louis Public Schools October 2010 - August 2013
City of St. Louis March 2008 - June 2010
Edward Jones September 2007 - March 2008
Commonwealth of Pennsylvania January 2007 - September 2007
Penn State University August 2005 - December 2006
Big Brothers Big Sisters of Eastern Missouri May 2004 - August 2004
ADM May 2003 - September 2003
Skills
Non-profits, Policy Analysis, Program Development, Program Management, Budgets, Contract Management, Process Improvement, Fiscal Policy, Business Analysis, Government Services, Grant Writing, Research, Fundraising, Policy, Event Planning, Data Analysis, Analysis, Microsoft Word, Grants, Change Management, PowerPoint
Education
Capital College, Pennsylvania State University 2005 — 2009
Master of Public Administration, Public Administration
Millikin University 2001 — 2005
Bachelor of Science, Finance
Cynthia LaMotte Bowman's Edward Jones Experience January 2004 - June 2010
Job Mental Health Counseling
Industry Mental Health Care
Experience
Olive Branch Counseling Group November 2013 - Present
Walden University March 2011 - August 2014
Edward Jones January 2004 - June 2010
Siemens Building Technologies Inc March 1991 - November 2003
Skills
Customer Service, Nonprofits, Higher Education, First Time Home Buyers, Administrative..., Office Management, Office Administration, Data Entry, Outlook, Confidentiality, Spreadsheets, PowerPoint, Calendaring, Telephone Skills, File Management, Event Planning, Microsoft Excel, Microsoft Word, Resume Writing, Time Management, Team Building, Conflict Resolution, Critical Thinking, Calendars, Travel Arrangements
Education
Walden University 2011 — 2013
Master's degree, Mental Health Counseling/Counselor, 4.0
California State University-Sacramento 1990 — 1994
BA, Communication Studies/Psychology
Olive Branch Counseling Group November 2013 - Present
Walden University March 2011 - August 2014
Edward Jones January 2004 - June 2010
Siemens Building Technologies Inc March 1991 - November 2003
Skills
Customer Service, Nonprofits, Higher Education, First Time Home Buyers, Administrative..., Office Management, Office Administration, Data Entry, Outlook, Confidentiality, Spreadsheets, PowerPoint, Calendaring, Telephone Skills, File Management, Event Planning, Microsoft Excel, Microsoft Word, Resume Writing, Time Management, Team Building, Conflict Resolution, Critical Thinking, Calendars, Travel Arrangements
Education
Walden University 2011 — 2013
Master's degree, Mental Health Counseling/Counselor, 4.0
California State University-Sacramento 1990 — 1994
BA, Communication Studies/Psychology
Stephen Schranck's Edward Jones Experience June 2010 - July 2012
Job Client Service Specialist at Buckingham
Industry Financial Services
Experience
Buckingham Asset Management July 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Edward Jones June 2010 - July 2012
Edward Jones January 2010 - May 2010
Scheffel & Company May 2008 - August 2008
Education
Carthage College
BA, Accounting
Marquette Catholic High School
Buckingham Asset Management July 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Edward Jones June 2010 - July 2012
Edward Jones January 2010 - May 2010
Scheffel & Company May 2008 - August 2008
Education
Carthage College
BA, Accounting
Marquette Catholic High School
Chris Cunning's Edward Jones Experience 1992 - 1996
Job First Vice President Investments at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap January 2013 - Present
Marcus & Millichap January 2008 - January 2013
Marcus & Millichap July 2003 - January 2008
Marcus & Millichap September 2000 - July 2003
Marcus & Millichap September 1997 - September 2000
Edward Jones 1992 - 1996
Skills
Commercial Real Estate, Microsoft Excel, Management, Research, Sales, Leadership, Training, Finance, Financial Analysis, Real Estate, Entrepreneurship, Business Analysis, Data Analysis, Market Analysis, Competitive Analysis
Education
California State University-Northridge 1985 — 1989
Bachelor’s Degree, Finance/ Real Estate, Graduated Cum Laude
Marcus & Millichap January 2013 - Present
Marcus & Millichap January 2008 - January 2013
Marcus & Millichap July 2003 - January 2008
Marcus & Millichap September 2000 - July 2003
Marcus & Millichap September 1997 - September 2000
Edward Jones 1992 - 1996
Skills
Commercial Real Estate, Microsoft Excel, Management, Research, Sales, Leadership, Training, Finance, Financial Analysis, Real Estate, Entrepreneurship, Business Analysis, Data Analysis, Market Analysis, Competitive Analysis
Education
California State University-Northridge 1985 — 1989
Bachelor’s Degree, Finance/ Real Estate, Graduated Cum Laude
Jason Layland's Edward Jones Experience June 2005 - June 2008
Job Financial Advisor at Next Level Advisors
Industry Financial Services
Experience
Next Level Advisors 2013 - Present
South Placer Wealth Management Group October 2010 - October 2013
Woodbury 2010 - 2011
Merrill Lynch June 2008 - June 2010
Edward Jones June 2005 - June 2008
Skills
Finance, Insurance, Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Financial Services, Asset Allocation, Fixed Annuities
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.)
CSU Sacramento
Master of Business Administration (M.B.A.)
Next Level Advisors 2013 - Present
South Placer Wealth Management Group October 2010 - October 2013
Woodbury 2010 - 2011
Merrill Lynch June 2008 - June 2010
Edward Jones June 2005 - June 2008
Skills
Finance, Insurance, Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Financial Services, Asset Allocation, Fixed Annuities
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.)
CSU Sacramento
Master of Business Administration (M.B.A.)
Tanya Beauchamp's Edward Jones Experience March 2015 - Present
Job Branch Office Administrator, CU graduate
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones April 2009 - March 2015
First Citizens Bank September 2007 - March 2009
BB&T Bank August 2006 - March 2007
Skills
Organization &..., Delivering Exceptional..., Accounts Payable, Analytical Skills, Account Management, Account Reconciliation, Branch Banking, Administrative Work, Staff Supervision, Data Analysis, Leadership, Marketing, Sales, Microsoft Office, Research, Time Management, Finance, Team Building, Strategic Planning, Management, Public Speaking, Event Planning, Organizational..., Customer Service
Education
Campbell University 2007 — 2010
Bachelor of Science, Psychology
Edward Jones March 2015 - Present
Edward Jones April 2009 - March 2015
First Citizens Bank September 2007 - March 2009
BB&T Bank August 2006 - March 2007
Skills
Organization &..., Delivering Exceptional..., Accounts Payable, Analytical Skills, Account Management, Account Reconciliation, Branch Banking, Administrative Work, Staff Supervision, Data Analysis, Leadership, Marketing, Sales, Microsoft Office, Research, Time Management, Finance, Team Building, Strategic Planning, Management, Public Speaking, Event Planning, Organizational..., Customer Service
Education
Campbell University 2007 — 2010
Bachelor of Science, Psychology
Al Knight's Edward Jones Experience November 2000 - Present
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2000 - Present
National Bank Financial October 1992 - October 2000
Burns Fry September 1988 - June 1992
Skills
PowerPoint, Canadian Securities..., CPH, Canadian Traders License, Microsoft Office
Education
University of Windsor 1984 — 1986
Bachelor, Sports Administration
George Brown College 1980 — 1982
diploma, Fitness and Lifestyle Management
Carleton University 1976 — 1980
Arts, Spanish
Carleton University 1976 — 1980
Bachelor of Arts (BA), Spanish and Comparative Literature
Edward Jones November 2000 - Present
National Bank Financial October 1992 - October 2000
Burns Fry September 1988 - June 1992
Skills
PowerPoint, Canadian Securities..., CPH, Canadian Traders License, Microsoft Office
Education
University of Windsor 1984 — 1986
Bachelor, Sports Administration
George Brown College 1980 — 1982
diploma, Fitness and Lifestyle Management
Carleton University 1976 — 1980
Arts, Spanish
Carleton University 1976 — 1980
Bachelor of Arts (BA), Spanish and Comparative Literature
Jenna Walker's Edward Jones Experience November 2007 - September 2008
Job Training Coordinator at Viamedia
Industry Marketing and Advertising
Experience
Viamedia February 2015 - Present
Viamedia January 2011 - February 2015
Hugger Glove Company December 2008 - January 2011
Hugger Glove Company December 2008 - January 2010
BankMark October 2008 - November 2008
Edward Jones November 2007 - September 2008
Wright Legacy Group, LLC May 2007 - November 2007
Edward Jones May 2006 - November 2007
Tim Horton Camp Kentahten February 2006 - May 2006
Skills
Marketing, Press Releases, Market Planning, Event Planning, Direct Mail, Sales, Customer Service, Social Media Marketing, Market Research, Budgets, PowerPoint, Social Media, Microsoft Excel, Marketing Strategy, Public Relations, Advertising, Online Advertising
Education
Campbellsville University 2005 — 2007
Bachelor's degree, Marketing; Economics
Campbellsville University
Masters of Business Administration, Marketing
Viamedia February 2015 - Present
Viamedia January 2011 - February 2015
Hugger Glove Company December 2008 - January 2011
Hugger Glove Company December 2008 - January 2010
BankMark October 2008 - November 2008
Edward Jones November 2007 - September 2008
Wright Legacy Group, LLC May 2007 - November 2007
Edward Jones May 2006 - November 2007
Tim Horton Camp Kentahten February 2006 - May 2006
Skills
Marketing, Press Releases, Market Planning, Event Planning, Direct Mail, Sales, Customer Service, Social Media Marketing, Market Research, Budgets, PowerPoint, Social Media, Microsoft Excel, Marketing Strategy, Public Relations, Advertising, Online Advertising
Education
Campbellsville University 2005 — 2007
Bachelor's degree, Marketing; Economics
Campbellsville University
Masters of Business Administration, Marketing
Dinelle Abram's Edward Jones Experience January 2010 - March 2011
Job Administrative Assistant at Executive Edge Private Security
Industry Management Consulting
Experience
Executive Edge Private Security January 2012 - Present
Coastal Health Alliance June 2011 - Present
Edward Jones January 2010 - March 2011
AT&T Advertising Solutions October 1988 - November 2007
Skills
Nonprofits, Public Speaking, Community Outreach, Customer Service, Event Planning, Outlook, Fundraising, Microsoft Office, Healthcare, Social Media, Office Management, Team Building, Data Entry, Microsoft Word, Office Administration, Volunteer Management, Social Networking, Administrative..., Public Relations, Budgets
Education
San Jose State University 1984 — 1986
BA, Major in Advertising / Minor in Speech Communications
University of California, Santa Barbara 1982 — 1984
Broadcasting and Journalism
California State University-Sacramento 1979 — 1982
Criminal Justice
Executive Edge Private Security January 2012 - Present
Coastal Health Alliance June 2011 - Present
Edward Jones January 2010 - March 2011
AT&T Advertising Solutions October 1988 - November 2007
Skills
Nonprofits, Public Speaking, Community Outreach, Customer Service, Event Planning, Outlook, Fundraising, Microsoft Office, Healthcare, Social Media, Office Management, Team Building, Data Entry, Microsoft Word, Office Administration, Volunteer Management, Social Networking, Administrative..., Public Relations, Budgets
Education
San Jose State University 1984 — 1986
BA, Major in Advertising / Minor in Speech Communications
University of California, Santa Barbara 1982 — 1984
Broadcasting and Journalism
California State University-Sacramento 1979 — 1982
Criminal Justice
Brenda Houser's Edward Jones Experience April 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
Newbridge Bank(formally LSB) July 1987 - April 2007
Education
Campbell University 1982 — 1986
BBA, Trust Management
Campbell University 1982 — 1986
bba, trust
Edward Jones April 2007 - Present
Newbridge Bank(formally LSB) July 1987 - April 2007
Education
Campbell University 1982 — 1986
BBA, Trust Management
Campbell University 1982 — 1986
bba, trust
Joseph Shape's Edward Jones Experience January 2005 - May 2005
Job Product Engineer at West Penn Wire
Industry Electrical/Electronic Manufacturing
Experience
West Penn Wire May 2006 - Present
West Penn Wire May 2003 - May 2006
Edward Jones January 2005 - May 2005
Skills
Microsoft Office, New Business Development, Microsoft Excel, Product Engineering, Component Engineering, Yield, Test Engineering, UL, Design for Manufacturing, Test Development, Solution Selling, Continuous Improvement, Product Management, Sales, Direct Sales, Account Management, Sales Operations, Electronics, Product Marketing, Manufacturing, Customer Service, Team Building, Sales Management, Product Development
Education
California University of Pennsylvania 2008 — 2013
Master of Science (M.S.), Sports Management
Waynesburg College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
West Penn Wire May 2006 - Present
West Penn Wire May 2003 - May 2006
Edward Jones January 2005 - May 2005
Skills
Microsoft Office, New Business Development, Microsoft Excel, Product Engineering, Component Engineering, Yield, Test Engineering, UL, Design for Manufacturing, Test Development, Solution Selling, Continuous Improvement, Product Management, Sales, Direct Sales, Account Management, Sales Operations, Electronics, Product Marketing, Manufacturing, Customer Service, Team Building, Sales Management, Product Development
Education
California University of Pennsylvania 2008 — 2013
Master of Science (M.S.), Sports Management
Waynesburg College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Gina McLean's Edward Jones Experience July 2012 - March 2013
Job Financial Services
Industry Financial Services
Experience
Edward Jones July 2012 - March 2013
Total Repair Express October 2011 - June 2012
Self Employed October 2010 - May 2011
Six Flags December 2007 - September 2008
Downtown Davis Business Association June 2002 - July 2003
Skills
Series 7, Series 65, CA Insurance License, Fundraising, Sales, Event Planning, CBEST, Tagalog, Public Speaking, Flexible Approach, Experience working with..., Persuasion, Resourceful..., Driven By Results, Friendly Personality, Enthusiastic..., Persistence, Empathy, Hardwork, Highly Dedicated, Creativity
Education
California State University-Sacramento
Communication, Organizational Communication, General, 3.0
Edward Jones July 2012 - March 2013
Total Repair Express October 2011 - June 2012
Self Employed October 2010 - May 2011
Six Flags December 2007 - September 2008
Downtown Davis Business Association June 2002 - July 2003
Skills
Series 7, Series 65, CA Insurance License, Fundraising, Sales, Event Planning, CBEST, Tagalog, Public Speaking, Flexible Approach, Experience working with..., Persuasion, Resourceful..., Driven By Results, Friendly Personality, Enthusiastic..., Persistence, Empathy, Hardwork, Highly Dedicated, Creativity
Education
California State University-Sacramento
Communication, Organizational Communication, General, 3.0
Paul T. (DOC) Pettyjohn's Edward Jones Experience March 2006 - March 2010
Job AA3 Family Friendly Programs at Clallam Bay Corrections Center
Industry Government Administration
Experience
Clallam Bay Corrections Center March 2012 - Present
State of Washington January 2011 - Present
Edward Jones March 2006 - March 2010
US Navy December 1993 - December 1997
Skills
Microsoft Office, Excel, AS400, SAP, MS Word, PowerPoint
Education
Capella University 2012 — 2016
Bachelor's degree, Criminal Justice and Corrections
University of Missouri-Columbia 1984 — 1986
Clallam Bay Corrections Center March 2012 - Present
State of Washington January 2011 - Present
Edward Jones March 2006 - March 2010
US Navy December 1993 - December 1997
Skills
Microsoft Office, Excel, AS400, SAP, MS Word, PowerPoint
Education
Capella University 2012 — 2016
Bachelor's degree, Criminal Justice and Corrections
University of Missouri-Columbia 1984 — 1986
Mark Guelich's Edward Jones Experience RetiredUS ArmyJuly 1991 - February 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones RetiredUS ArmyJuly 1991 - February 2012
Education
Webster University 2005 — 2009
Masters, Management
Cameron University 1996 — 2004
BBA, Business- Finance
Edward Jones RetiredUS ArmyJuly 1991 - February 2012
Education
Webster University 2005 — 2009
Masters, Management
Cameron University 1996 — 2004
BBA, Business- Finance
Karen Kerrigan's Edward Jones Experience May 2007 - August 2010
Job Legal and Administrative Assistant
Industry Law Practice
Experience
Law Office of J. Phillip Jones August 2010 - December 2013
Edward Jones May 2007 - August 2010
Sprint Nextel August 1996 - 1997
Computer Data Systems January 1995 - August 1996
The Bon Ton Stores Inc. August 1992 - June 1994
University of Dayton January 1987 - July 1989
Skills
Microsoft Word, Microsoft Excel, Quickbooks, Employee Relations, QuickBooks, Data Entry, Office Management, Microsoft Office, Access, PowerPoint, Accounting, Office Administration, Administrative..., Administration, Outlook, Spreadsheets
Education
Volunteer State Community College 2008 — 2010
Microsoft Office, Legal Ethics and Legal Writing, Paralegal Ethics, Accounting, Tort Law
East Tennessee State University 2002 — 2003
Masters of Arts in Liberal Studies
Sinclair Community College 1997 — 1999
Paralegal Studies
Capital University 1982 — 1986
Bachelor of Arts, Psychology
Law Office of J. Phillip Jones August 2010 - December 2013
Edward Jones May 2007 - August 2010
Sprint Nextel August 1996 - 1997
Computer Data Systems January 1995 - August 1996
The Bon Ton Stores Inc. August 1992 - June 1994
University of Dayton January 1987 - July 1989
Skills
Microsoft Word, Microsoft Excel, Quickbooks, Employee Relations, QuickBooks, Data Entry, Office Management, Microsoft Office, Access, PowerPoint, Accounting, Office Administration, Administrative..., Administration, Outlook, Spreadsheets
Education
Volunteer State Community College 2008 — 2010
Microsoft Office, Legal Ethics and Legal Writing, Paralegal Ethics, Accounting, Tort Law
East Tennessee State University 2002 — 2003
Masters of Arts in Liberal Studies
Sinclair Community College 1997 — 1999
Paralegal Studies
Capital University 1982 — 1986
Bachelor of Arts, Psychology
Geremy Zezini's Edward Jones Experience March 2003 - March 2005
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
E*TRADE Financial March 2005 - July 2011
Edward Jones March 2003 - March 2005
H&R Block Financial Advisors July 2000 - March 2003
Education
CSU Sacramento 1998 — 2000
Charles Schwab 2011 - Present
E*TRADE Financial March 2005 - July 2011
Edward Jones March 2003 - March 2005
H&R Block Financial Advisors July 2000 - March 2003
Education
CSU Sacramento 1998 — 2000
Janis Ashley's Edward Jones Experience May 2007 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
Nethercutt Museum October 2005 - January 2007
William S Hart Museum 2000 - 2005
Education
CSUN
BS, Marketing
Edward Jones May 2007 - Present
Nethercutt Museum October 2005 - January 2007
William S Hart Museum 2000 - 2005
Education
CSUN
BS, Marketing
Jared Stigall's Edward Jones Experience February 2012 - August 2012
Job Regional Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 2014 - Present
Hartford Funds November 2012 - April 2014
Edward Jones February 2012 - August 2012
Skills
Insurance, Business Analysis, Risk Management, Financial Services, Requirements Gathering, Mutual Funds, Underwriting, Retirement Planning, Investments, Process Improvement, Vendor Management, Retirement, Financial Analysis
Education
California State University-Sacramento 2008 — 2010
Bachelor of Science (BS), Finance, Risk Management & Insurance
Hartford Funds May 2014 - Present
Hartford Funds November 2012 - April 2014
Edward Jones February 2012 - August 2012
Skills
Insurance, Business Analysis, Risk Management, Financial Services, Requirements Gathering, Mutual Funds, Underwriting, Retirement Planning, Investments, Process Improvement, Vendor Management, Retirement, Financial Analysis
Education
California State University-Sacramento 2008 — 2010
Bachelor of Science (BS), Finance, Risk Management & Insurance
G. Michael Leasure's Edward Jones Experience 2012 - 2013
Job Screen Printer at TNT Manufacturing
Industry Financial Services
Experience
TNT Manufacturing May 2005 - Present
Edward Jones 2012 - 2013
Frankie I's Bar and Grille September 2007 - January 2012
Bank of America April 2010 - February 2011
Art Institute April 2008 - February 2009
Skills
Customer Service, Management, Inventory Management, Accounting, Recruiting, Training
Education
California University of Pennsylvania 2002 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
TNT Manufacturing May 2005 - Present
Edward Jones 2012 - 2013
Frankie I's Bar and Grille September 2007 - January 2012
Bank of America April 2010 - February 2011
Art Institute April 2008 - February 2009
Skills
Customer Service, Management, Inventory Management, Accounting, Recruiting, Training
Education
California University of Pennsylvania 2002 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Adam Blanch's Edward Jones Experience May 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
Education
Campbell University 1996 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Edward Jones May 2007 - Present
Education
Campbell University 1996 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Angie Clements King's Edward Jones Experience 2004 - 2007
Job Senior Vice President/Senior Financial Advisor at Capitol Securities Management Inc.
Industry Investment Management
Experience
Capitol Securities Management Inc. January 2014 - Present
Bank of America Merrill Lynch 2007 - 2014
Edward Jones 2004 - 2007
Skills
Retirement Planning, Asset Management, Wealth Management, Multi Generational..., Income Protection, Retirement Transition..., Insurance Planning
Education
Campbell University 1983 — 1985
Government/Forensic Psychology
John T Hoggard High School 1980 — 1983
College for Financial Planning
Chartered Retirement Planning Counselor
College for Financial Planning
Accredited Asset Management Specialist
Capitol Securities Management Inc. January 2014 - Present
Bank of America Merrill Lynch 2007 - 2014
Edward Jones 2004 - 2007
Skills
Retirement Planning, Asset Management, Wealth Management, Multi Generational..., Income Protection, Retirement Transition..., Insurance Planning
Education
Campbell University 1983 — 1985
Government/Forensic Psychology
John T Hoggard High School 1980 — 1983
College for Financial Planning
Chartered Retirement Planning Counselor
College for Financial Planning
Accredited Asset Management Specialist
Leslie Crosby's Edward Jones Experience November 2008 - September 2013
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Edward Jones November 2008 - September 2013
American Funds May 2005 - November 2008
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Wills Estates and Trusts
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Wells Fargo Advisors September 2013 - Present
Edward Jones November 2008 - September 2013
American Funds May 2005 - November 2008
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Wills Estates and Trusts
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation