Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Nathan Dix, CPA Nathan Dix, CPA's Edward Jones Experience May 2011 - October 2011
Job Financial Reporting Accountant Financial Compliance & Reporting at Encana Corporation
Industry Accounting
Experience
Encana Corporation June 2014 - Present
Encana Corporation January 2014 - May 2014
Encana Corporation January 2013 - January 2014
Encana Corporation October 2011 - January 2013
Edward Jones May 2011 - October 2011
Self employed January 2011 - April 2011
Skills
Accounting, Financial Analysis, Finance, Leadership, Financial Reporting, Microsoft Office, Financial Modeling, Strategic Financial..., Auditing, US GAAP, Internal Controls, Tax, Financial Accounting, GAAP, SOX 404, Financial Statements
Education
Cedarville University 2007 — 2011
Bachelor of Arts (BA), Finance, 3.87
Cedarville University 2007 — 2011
Bachelor of Arts (BA), Accounting, 3.87
Encana Corporation June 2014 - Present
Encana Corporation January 2014 - May 2014
Encana Corporation January 2013 - January 2014
Encana Corporation October 2011 - January 2013
Edward Jones May 2011 - October 2011
Self employed January 2011 - April 2011
Skills
Accounting, Financial Analysis, Finance, Leadership, Financial Reporting, Microsoft Office, Financial Modeling, Strategic Financial..., Auditing, US GAAP, Internal Controls, Tax, Financial Accounting, GAAP, SOX 404, Financial Statements
Education
Cedarville University 2007 — 2011
Bachelor of Arts (BA), Finance, 3.87
Cedarville University 2007 — 2011
Bachelor of Arts (BA), Accounting, 3.87
Dustin Berkheimer Dustin Berkheimer's Edward Jones Experience October 2013 - October 2014
Job United States Army at US Army
Industry Military
Experience
Edward Jones October 2013 - October 2014
US Army October 2009 - October 2013
United States Marine Corps January 2003 - January 2007
Skills
Army, Military, Military Experience, Operational Planning, Security Clearance, Series 7, Series 66, Missouri Life and...
Education
Central Texas College 2010 — 2013
Associate's Degree, General Studies
West Plains High School 1998 — 2002
High School Diploma
Edward Jones October 2013 - October 2014
US Army October 2009 - October 2013
United States Marine Corps January 2003 - January 2007
Skills
Army, Military, Military Experience, Operational Planning, Security Clearance, Series 7, Series 66, Missouri Life and...
Education
Central Texas College 2010 — 2013
Associate's Degree, General Studies
West Plains High School 1998 — 2002
High School Diploma
Alisa Allen Alisa Allen's Edward Jones Experience January 2008 - February 2011
Job Regional Sales Manager
Industry Computer Software
Experience
Applied Innovation,Inc August 2014 - Present
Partners Investment Network September 2011 - September 2013
Edward Jones January 2008 - February 2011
Pfizer January 2006 - December 2007
Merrill Lynch January 2000 - February 2006
Wenatchee Valley Medical Center 1995 - 1998
Skills
sales, Direct Sales, Customer Service, Marketing, Product Marketing, Marketing Strategy, Sales Presentations, Insurance, Finance, Financial Analysis, Investments, Microsoft Word, Accounts Payable, Office Management, Administrative..., Accounts Receivable, Life Insurance, Underwriting, Health Insurance, Outlook, Accounting, Microsoft Office, PowerPoint, Financial Reporting, Sales, Strategic Planning, Public Speaking, Leadership, Management, Team Building, Event Planning, Sales Management
Education
Central Washington University 1992 — 1994
Bachelor's degree, Accounting and Business/Management
Wenatchee Valley College 1988 — 1989
Associate's Degree, Transfer
Applied Innovation,Inc August 2014 - Present
Partners Investment Network September 2011 - September 2013
Edward Jones January 2008 - February 2011
Pfizer January 2006 - December 2007
Merrill Lynch January 2000 - February 2006
Wenatchee Valley Medical Center 1995 - 1998
Skills
sales, Direct Sales, Customer Service, Marketing, Product Marketing, Marketing Strategy, Sales Presentations, Insurance, Finance, Financial Analysis, Investments, Microsoft Word, Accounts Payable, Office Management, Administrative..., Accounts Receivable, Life Insurance, Underwriting, Health Insurance, Outlook, Accounting, Microsoft Office, PowerPoint, Financial Reporting, Sales, Strategic Planning, Public Speaking, Leadership, Management, Team Building, Event Planning, Sales Management
Education
Central Washington University 1992 — 1994
Bachelor's degree, Accounting and Business/Management
Wenatchee Valley College 1988 — 1989
Associate's Degree, Transfer
Carla J Lawson, CAM Carla J Lawson, CAM's Edward Jones Experience October 2008 - May 2014
Job Licensed Commuity Association Manager, Real Estate Sales Associate
Industry Real Estate
Experience
Greenacre Properties, Inc. November 2014 - Present
Community Association Manager September 2014 - Present
Edward Jones October 2008 - May 2014
New Horizons Resources, Inc October 2002 - July 2008
Skills
Customer Service, Organization, People Skills, Telephone Skills, Compliance, Community Outreach, Office Management, Strategic Planning
Education
Bob Hogue School of Real Estate
Licensed Community Association Manager, Property Management
Central Texas College
Business Administration and Management, General
Dutchess Community College
Business Administration and Management, General
Greenacre Properties, Inc. November 2014 - Present
Community Association Manager September 2014 - Present
Edward Jones October 2008 - May 2014
New Horizons Resources, Inc October 2002 - July 2008
Skills
Customer Service, Organization, People Skills, Telephone Skills, Compliance, Community Outreach, Office Management, Strategic Planning
Education
Bob Hogue School of Real Estate
Licensed Community Association Manager, Property Management
Central Texas College
Business Administration and Management, General
Dutchess Community College
Business Administration and Management, General
Shane Hoff-Williams Shane Hoff-Williams's Edward Jones Experience December 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2011 - Present
Skills
Retirement, Series 7, Long Term Care Insurance, Life Insurance, Investment Strategies, Asset Allocation, Mutual Funds, Stocks, Bonds, Strategic Financial..., Financial Advisory, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Estate Planning, Variable Annuities, 401k Rollovers, College Savings Plans, 529 Plans, Fixed Annuities, ETFs, Tax Free Income, Customer Service, Sales Management, Retail Buying, Restaurant Management, Business Decision Making, Successful Business..., Hiring Personnel, Employee Training, Financial Analysis, Series 65, Financial Planning, Microsoft Office, Retirement Planning, Strategic Planning, Wealth Accumulation
Education
Central Washington University
Naches Valley High School
Edward Jones December 2011 - Present
Skills
Retirement, Series 7, Long Term Care Insurance, Life Insurance, Investment Strategies, Asset Allocation, Mutual Funds, Stocks, Bonds, Strategic Financial..., Financial Advisory, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Estate Planning, Variable Annuities, 401k Rollovers, College Savings Plans, 529 Plans, Fixed Annuities, ETFs, Tax Free Income, Customer Service, Sales Management, Retail Buying, Restaurant Management, Business Decision Making, Successful Business..., Hiring Personnel, Employee Training, Financial Analysis, Series 65, Financial Planning, Microsoft Office, Retirement Planning, Strategic Planning, Wealth Accumulation
Education
Central Washington University
Naches Valley High School
Christie Langendorf Christie Langendorf's Edward Jones Experience June 2014 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
U.S. Bank October 2013 - June 2014
BCBG Max Azria October 2011 - September 2012
Skills
Merchandising, Retail, Fashion, Customer Service, Visual Merchandising, Loss Prevention, Recruiting, Leadership, Customer Satisfaction, Sales, PowerPoint, Social Networking, Selling, Marketing
Education
CEGEP - John Abbott College 2005 — 2009
DEC, Acting
Edward Jones June 2014 - Present
U.S. Bank October 2013 - June 2014
BCBG Max Azria October 2011 - September 2012
Skills
Merchandising, Retail, Fashion, Customer Service, Visual Merchandising, Loss Prevention, Recruiting, Leadership, Customer Satisfaction, Sales, PowerPoint, Social Networking, Selling, Marketing
Education
CEGEP - John Abbott College 2005 — 2009
DEC, Acting
Kim Dirks Kim Dirks's Edward Jones Experience September 2013 - December 2014
Job Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins December 2014 - Present
Edward Jones September 2013 - December 2014
Medical transcriptionist/self-employed 1996 - September 2013
Citizens State Bank, Wyoming, IA October 1995 - August 1998
Vigortone Ag Products August 1994 - October 1995
Samaritan Health Systems June 1993 - July 1994
Lincoln School District June 1991 - May 1993
Skills
Accounts Payable, Payroll, Accounting, Administrative..., Office Administration, Customer Service, Data Entry, Budgets, Bank Reconciliation, Medical Transcription, Medical Records, EMR, HIPAA, Healthcare Information..., Transcription, EHR
Education
Central College 1988 — 1991
Bachelor of Arts, Business Management
Rockwell Collins December 2014 - Present
Edward Jones September 2013 - December 2014
Medical transcriptionist/self-employed 1996 - September 2013
Citizens State Bank, Wyoming, IA October 1995 - August 1998
Vigortone Ag Products August 1994 - October 1995
Samaritan Health Systems June 1993 - July 1994
Lincoln School District June 1991 - May 1993
Skills
Accounts Payable, Payroll, Accounting, Administrative..., Office Administration, Customer Service, Data Entry, Budgets, Bank Reconciliation, Medical Transcription, Medical Records, EMR, HIPAA, Healthcare Information..., Transcription, EHR
Education
Central College 1988 — 1991
Bachelor of Arts, Business Management
Chelsea Bierlein's Edward Jones Experience July 2008 - October 2008
Job Program Manager Customer and Business Events at The Dow Chemical Company
Industry Financial Services
Experience
The Dow Chemical Company January 2014 - Present
Dow Chemical Company June 2009 - Present
Dow Chemical June 2009 - December 2013
VMware, Inc. December 2008 - May 2009
VMware November 2008 - May 2009
VMware, Inc November 2008 - May 2009
Edward Jones July 2008 - October 2008
A brokerage firm July 2008 - October 2008
John G. Mertz CPA P.C. June 2003 - August 2007
Graham Construction Inc. June 2004 - August 2005
Skills
Leadership, CRM, Marketing, Time Management, Sales, Customer Service, Finance, Customer Satisfaction, Accounts Payable, Pricing, Accounting, Logistics
Education
Central Michigan University 2004 — 2008
BS/BA, Finance
Central Michigan University 2004 — 2008
Degree: Bachelor of Science, Business Administration
The Dow Chemical Company January 2014 - Present
Dow Chemical Company June 2009 - Present
Dow Chemical June 2009 - December 2013
VMware, Inc. December 2008 - May 2009
VMware November 2008 - May 2009
VMware, Inc November 2008 - May 2009
Edward Jones July 2008 - October 2008
A brokerage firm July 2008 - October 2008
John G. Mertz CPA P.C. June 2003 - August 2007
Graham Construction Inc. June 2004 - August 2005
Skills
Leadership, CRM, Marketing, Time Management, Sales, Customer Service, Finance, Customer Satisfaction, Accounts Payable, Pricing, Accounting, Logistics
Education
Central Michigan University 2004 — 2008
BS/BA, Finance
Central Michigan University 2004 — 2008
Degree: Bachelor of Science, Business Administration
Jordan Prohaska Jordan Prohaska's Edward Jones Experience November 2011 - May 2012
Job Senior Analyst | Investment Banking at Hovde Group
Industry Investment Banking
Experience
Hovde Group July 2015 - Present
Hovde Group June 2014 - July 2015
Northern Trust July 2013 - June 2014
Prohak LLC May 2009 - June 2014
University of Iowa Krause Fund January 2013 - May 2013
Northern Trust May 2012 - August 2012
Edward Jones November 2011 - May 2012
Thomas Lewis & Associates May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Cass Business School 2012 — 2012
Bachelor of Business Administration (BBA), Finance
Hovde Group July 2015 - Present
Hovde Group June 2014 - July 2015
Northern Trust July 2013 - June 2014
Prohak LLC May 2009 - June 2014
University of Iowa Krause Fund January 2013 - May 2013
Northern Trust May 2012 - August 2012
Edward Jones November 2011 - May 2012
Thomas Lewis & Associates May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Cass Business School 2012 — 2012
Bachelor of Business Administration (BBA), Finance
Renita Boshers Renita Boshers's Edward Jones Experience 2000 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones 2000 - Present
Peachtree Properties of Fayetteville 2008 - October 2012
Skills
Buyer Representation, Relocation, First Time Home Buyers, Residential Homes, Sellers, New Home Sales, Single Family Homes, Investment Properties, Foreclosures, Investments, Brokerage, FHA, REO
Education
Central Texas College 1981 — 1986
Business Administration and Management, General
Edward Jones 2000 - Present
Peachtree Properties of Fayetteville 2008 - October 2012
Skills
Buyer Representation, Relocation, First Time Home Buyers, Residential Homes, Sellers, New Home Sales, Single Family Homes, Investment Properties, Foreclosures, Investments, Brokerage, FHA, REO
Education
Central Texas College 1981 — 1986
Business Administration and Management, General
Kendra Martin's Edward Jones Experience February 2014 - March 2015
Job Life Insurance Sales
Industry Insurance
Experience
Gerber Life Insurance Company March 2015 - Present
Edward Jones February 2014 - March 2015
State Farm Insurance July 2012 - February 2014
Skills
Property & Casualty..., Life Insurance, Term Life Insurance, Umbrella Insurance, Disability Insurance, Health Insurance, Homeowners, Whole Life, Commercial Insurance, Insurance, Customer Service
Education
Central Michigan University 2000 — 2003
Bachelor of Science (BS), Sociology
Muskegon Community College 1998 — 2000
Gerber Life Insurance Company March 2015 - Present
Edward Jones February 2014 - March 2015
State Farm Insurance July 2012 - February 2014
Skills
Property & Casualty..., Life Insurance, Term Life Insurance, Umbrella Insurance, Disability Insurance, Health Insurance, Homeowners, Whole Life, Commercial Insurance, Insurance, Customer Service
Education
Central Michigan University 2000 — 2003
Bachelor of Science (BS), Sociology
Muskegon Community College 1998 — 2000
Jude Searles's Edward Jones Experience October 2008 - June 2011
Job Student Leadership Representative, CWU
Industry Financial Services
Experience
Central Washington University September 2014 - Present
Edward Jones October 2008 - June 2011
Premier Lending Group January 2008 - August 2008
1st Columbia Mortgage October 2006 - December 2007
US National Mortgage July 2002 - October 2007
Centex Home Equity September 2000 - July 2002
Skills
Mortgage Lending, PowerPoint, Retirement, Fixed Income, Finance, Sales, Credit, Loans, Mutual Funds, Investments, Insurance, Portfolio Management, Financial Services, Management, FHA, Analysis, Underwriting, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Project Management, Team Building, Microsoft Word, Event Planning
Education
Central Washington University 2014 — 2016
Bachelors in Science, Information Technology Adminstrative Management, GPA 3.638
Edmonds Community College 2012 — 2014
AAS-T Business Management, Project Management, GPA 3.48
Central Washington University September 2014 - Present
Edward Jones October 2008 - June 2011
Premier Lending Group January 2008 - August 2008
1st Columbia Mortgage October 2006 - December 2007
US National Mortgage July 2002 - October 2007
Centex Home Equity September 2000 - July 2002
Skills
Mortgage Lending, PowerPoint, Retirement, Fixed Income, Finance, Sales, Credit, Loans, Mutual Funds, Investments, Insurance, Portfolio Management, Financial Services, Management, FHA, Analysis, Underwriting, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Project Management, Team Building, Microsoft Word, Event Planning
Education
Central Washington University 2014 — 2016
Bachelors in Science, Information Technology Adminstrative Management, GPA 3.638
Edmonds Community College 2012 — 2014
AAS-T Business Management, Project Management, GPA 3.48
Donna Dobias Donna Dobias's Edward Jones Experience December 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Edward Jones June 2010 - May 2013
Two Coats Painting LLC January 2006 - January 2010
Steelcase January 1996 - September 2001
Education
Central Michigan University 1987 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Grand Rapids Community College 1985 — 1987
Associate of Arts (A.A.), Secondary Education and Teaching
Edward Jones December 2013 - Present
Edward Jones June 2010 - May 2013
Two Coats Painting LLC January 2006 - January 2010
Steelcase January 1996 - September 2001
Education
Central Michigan University 1987 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Grand Rapids Community College 1985 — 1987
Associate of Arts (A.A.), Secondary Education and Teaching
Michelle Hefner Michelle Hefner's Edward Jones Experience December 2012 - December 2014
Job Administrative
Industry Financial Services
Experience
Edward Jones December 2012 - December 2014
Spectrum Financial November 2007 - December 2012
American Knitting October 2006 - May 2007
Law Offices Of Blair E Cody, III January 2006 - September 2006
Winn Dixie August 2000 - August 2005
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Marketing, Public Speaking, Management, Social Media, Accounts Payable, Spreadsheets, Finance, Event Planning, Outlook, Time Management, Filing, CRM, Data Entry, Event Management, Accounting, Payroll
Education
Catawba Valley Community College 2013 — 2016
Associate's Degree, Criminal Justice
Newton Conover High School 2000 — 2004
High School
Edward Jones December 2012 - December 2014
Spectrum Financial November 2007 - December 2012
American Knitting October 2006 - May 2007
Law Offices Of Blair E Cody, III January 2006 - September 2006
Winn Dixie August 2000 - August 2005
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Marketing, Public Speaking, Management, Social Media, Accounts Payable, Spreadsheets, Finance, Event Planning, Outlook, Time Management, Filing, CRM, Data Entry, Event Management, Accounting, Payroll
Education
Catawba Valley Community College 2013 — 2016
Associate's Degree, Criminal Justice
Newton Conover High School 2000 — 2004
High School
Trevor Wickes Trevor Wickes's Edward Jones Experience August 1999 - March 2008
Job Director of Student Minstries at Trinity Fellowship Evangelical
Industry Recreational Facilities and Services
Experience
Trinity Fellowship Evangelical April 2015 - Present
Cran-Hill Ranch November 2010 - March 2015
Bair Lake Bible Camp May 2008 - October 2010
Edward Jones August 1999 - March 2008
Skills
Customer Service, Fundraising, Leadership, Public Speaking, Team Building, Nonprofits
Education
Central Michigan University 1994 — 1999
BS, Industrial Management and Supervision
Alma Middle School
Trinity Fellowship Evangelical April 2015 - Present
Cran-Hill Ranch November 2010 - March 2015
Bair Lake Bible Camp May 2008 - October 2010
Edward Jones August 1999 - March 2008
Skills
Customer Service, Fundraising, Leadership, Public Speaking, Team Building, Nonprofits
Education
Central Michigan University 1994 — 1999
BS, Industrial Management and Supervision
Alma Middle School
Michealanne Duncan Michealanne Duncan's Edward Jones Experience February 2006 - May 2009
Job Dispatcher at Stericycle Inc
Industry Transportation/Trucking/Railroad
Experience
Stericycle Inc May 2009 - Present
Edward Jones February 2006 - May 2009
U.S. Bank April 2004 - February 2006
Skills
Transportation, Logistics, Transportation..., Trucking, Dispatching, Shipping, Warehousing, Truckload, Operations Management, Customer Service, Time Management
Education
Minnesota School of Business-Richfield 2010 — 2015
Associate of Arts (AA), Business Administration and Management, General
Central Lakes College-Brainerd 2004 — 2005
Generals, Human Biology
Stericycle Inc May 2009 - Present
Edward Jones February 2006 - May 2009
U.S. Bank April 2004 - February 2006
Skills
Transportation, Logistics, Transportation..., Trucking, Dispatching, Shipping, Warehousing, Truckload, Operations Management, Customer Service, Time Management
Education
Minnesota School of Business-Richfield 2010 — 2015
Associate of Arts (AA), Business Administration and Management, General
Central Lakes College-Brainerd 2004 — 2005
Generals, Human Biology
James Pavel James Pavel's Edward Jones Experience 1996 - 1998
Job Manager at Schleisman, Onken & Associates, PC Certified Public Accountants
Industry Accounting
Experience
Schleisman, Onken & Associates, PC - Certified Public Accountants December 2012 - Present
H & R Block Tax and Business Services October 2006 - February 2012
Baas & Associates, P.C. 2012 - 2012
Kuhlman & Associates, CPAs, P.C. October 2005 - October 2006
Robert V. Nelson, EA dba Complete Business Services October 1998 - October 2005
H&R Block January 2000 - April 2005
Woodmen Accident & Life 1998 - 2002
Edward Jones 1996 - 1998
Seward Lumber & Home Center 1992 - 1996
Skills
Tax Preparation, Tax, Accounting, Income Tax, Corporate Tax, Tax Returns, Tax Research, Tax Accounting, Financial Reporting, Partnership Taxation, General Ledger, QuickBooks, GAAP, Financial Accounting, Bookkeeping, Creative Solutions..., ProSystem fx Tax, Mergers & Acquisitions, Compilation, Compilation Of..., CYMA
Education
Wayne State College 1990 — 1992
Bachelor of Science, Accounting
Central Community College 1988 — 1990
Associate's degree, Accounting
University of Nebraska at Omaha
Schleisman, Onken & Associates, PC - Certified Public Accountants December 2012 - Present
H & R Block Tax and Business Services October 2006 - February 2012
Baas & Associates, P.C. 2012 - 2012
Kuhlman & Associates, CPAs, P.C. October 2005 - October 2006
Robert V. Nelson, EA dba Complete Business Services October 1998 - October 2005
H&R Block January 2000 - April 2005
Woodmen Accident & Life 1998 - 2002
Edward Jones 1996 - 1998
Seward Lumber & Home Center 1992 - 1996
Skills
Tax Preparation, Tax, Accounting, Income Tax, Corporate Tax, Tax Returns, Tax Research, Tax Accounting, Financial Reporting, Partnership Taxation, General Ledger, QuickBooks, GAAP, Financial Accounting, Bookkeeping, Creative Solutions..., ProSystem fx Tax, Mergers & Acquisitions, Compilation, Compilation Of..., CYMA
Education
Wayne State College 1990 — 1992
Bachelor of Science, Accounting
Central Community College 1988 — 1990
Associate's degree, Accounting
University of Nebraska at Omaha
Ben McDonald's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Strength Crusade Inc. March 2015 - Present
Combine Academy October 2014 - Present
In Motion Fitness Inc. May 2014 - June 2015
International Fitness Professionals Association August 2012 - August 2014
Pfeiffer University June 2013 - May 2014
Southern Cayuga Central School July 2010 - March 2013
Status Pro Athletics Inc. January 2009 - January 2013
Southern Cayuga Central School July 2011 - July 2012
Skills
Sports Management, Sports Marketing, Sports, Athletics, Baseball, Ticket Sales, Event Management, Sports Writing, Sponsorship Sales, Event Planning, Public Speaking, Social Media, Basketball, Basketball Coaching, Scouting, Strength, Fitness, Olympic Lifting, Strength & Conditioning
Education
SUNY Cortland 2011 — 2012
Master's Degree, Sport Management, 3.96/4.0
Cazenovia College 2007 — 2010
BPS, Management: Sport Management, 3.8/4.0
Edward Jones June 2015 - Present
Strength Crusade Inc. March 2015 - Present
Combine Academy October 2014 - Present
In Motion Fitness Inc. May 2014 - June 2015
International Fitness Professionals Association August 2012 - August 2014
Pfeiffer University June 2013 - May 2014
Southern Cayuga Central School July 2010 - March 2013
Status Pro Athletics Inc. January 2009 - January 2013
Southern Cayuga Central School July 2011 - July 2012
Skills
Sports Management, Sports Marketing, Sports, Athletics, Baseball, Ticket Sales, Event Management, Sports Writing, Sponsorship Sales, Event Planning, Public Speaking, Social Media, Basketball, Basketball Coaching, Scouting, Strength, Fitness, Olympic Lifting, Strength & Conditioning
Education
SUNY Cortland 2011 — 2012
Master's Degree, Sport Management, 3.96/4.0
Cazenovia College 2007 — 2010
BPS, Management: Sport Management, 3.8/4.0
Darrell Thomas Jr.'s Edward Jones Experience April 2010 - September 2012
Job Operations Director at Urban Klife
Industry Nonprofit Organization Management
Experience
Urban K-Life September 2015 - Present
Urban Klife October 2012 - Present
Edward Jones April 2010 - September 2012
Graebel Companies May 2006 - May 2010
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Building, Microsoft Excel, PowerPoint, Strategic Planning, Event Planning, Training, Community Outreach, Nonprofits, Public Relations, Social Media
Education
Everest College-St. Louis 2008 — 2010
Medical/Clinical Assistant
Central Methodist College
Business Administration and Management, General
Urban K-Life September 2015 - Present
Urban Klife October 2012 - Present
Edward Jones April 2010 - September 2012
Graebel Companies May 2006 - May 2010
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Building, Microsoft Excel, PowerPoint, Strategic Planning, Event Planning, Training, Community Outreach, Nonprofits, Public Relations, Social Media
Education
Everest College-St. Louis 2008 — 2010
Medical/Clinical Assistant
Central Methodist College
Business Administration and Management, General
Mike Balboa Mike Balboa's Edward Jones Experience August 2013 - June 2014
Job Commercial & Industrial Sales Intern at IGS Energy
Industry Real Estate
Experience
IGS Energy May 2015 - Present
US Army March 2010 - Present
Ohio University Student Equity Management Group September 2014 - December 2014
PineBridge Investments May 2014 - August 2014
Edward Jones August 2013 - June 2014
Balboa Electrical & Plumbing June 2006 - May 2014
Skills
Entrepreneurship, Leadership, Teamwork, Microsoft Excel, Communication, Problem Solving, Sales, Cold Calling
Education
Ohio University 2014 — 2016
Bachelor of Arts (B.A.), Finance, Marketing
Cedarville University 2011 — 2014
Bachelor of Arts (B.A.), Finance, Marketing
IGS Energy May 2015 - Present
US Army March 2010 - Present
Ohio University Student Equity Management Group September 2014 - December 2014
PineBridge Investments May 2014 - August 2014
Edward Jones August 2013 - June 2014
Balboa Electrical & Plumbing June 2006 - May 2014
Skills
Entrepreneurship, Leadership, Teamwork, Microsoft Excel, Communication, Problem Solving, Sales, Cold Calling
Education
Ohio University 2014 — 2016
Bachelor of Arts (B.A.), Finance, Marketing
Cedarville University 2011 — 2014
Bachelor of Arts (B.A.), Finance, Marketing
Dory Streeter Dory Streeter's Edward Jones Experience February 1998 - September 2012
Job Licensed Healthcare Agent
Industry Hospital & Health Care
Experience
Optum for United Healthcare May 2015 - Present
Direct Energy April 2014 - March 2015
Edward Jones February 1998 - September 2012
Simi Valley Chamber of Commerce June 1995 - January 1998
Skills
Administrative..., Customer Service, Office Management, Leadership, Management, Team Leadership, Financial Industry..., Strengthening Client..., Business Law, Policy..., Insurance Administration, Executive Calendar..., 10-Key & Full Charge..., Payroll and Benefits..., Income Tax Deposits &..., Accounts Receivable &..., Microsoft Office, Outlook, QuickBooks, Excellent Grammar Skills, Calming Voice & Strong..., Friendly Personality, Innovative Problem..., Dedicated Work Ethic, Creative Marketer, Insurance, Accounts Receivable, Training, Ethics, Invoicing, Data Entry, Time Management, Telephone Skills, Process Scheduler, Payroll, System Administration, Spreadsheets, Office Administration, Administration, Lotus Notes, Employee Benefits, Human Resources, Hiring, Call Centers, Calendars, Supervisory Skills, Calendaring, Administrative Work, Confidentiality, Employee Relations, Public Speaking
Education
College of Insurance 2015 — 2015
Arizona Insurance License, Accident/Health Producer, 86%
Central Arizona College 2014 — 2014
Health Care Law & Ethics, A
Optum for United Healthcare May 2015 - Present
Direct Energy April 2014 - March 2015
Edward Jones February 1998 - September 2012
Simi Valley Chamber of Commerce June 1995 - January 1998
Skills
Administrative..., Customer Service, Office Management, Leadership, Management, Team Leadership, Financial Industry..., Strengthening Client..., Business Law, Policy..., Insurance Administration, Executive Calendar..., 10-Key & Full Charge..., Payroll and Benefits..., Income Tax Deposits &..., Accounts Receivable &..., Microsoft Office, Outlook, QuickBooks, Excellent Grammar Skills, Calming Voice & Strong..., Friendly Personality, Innovative Problem..., Dedicated Work Ethic, Creative Marketer, Insurance, Accounts Receivable, Training, Ethics, Invoicing, Data Entry, Time Management, Telephone Skills, Process Scheduler, Payroll, System Administration, Spreadsheets, Office Administration, Administration, Lotus Notes, Employee Benefits, Human Resources, Hiring, Call Centers, Calendars, Supervisory Skills, Calendaring, Administrative Work, Confidentiality, Employee Relations, Public Speaking
Education
College of Insurance 2015 — 2015
Arizona Insurance License, Accident/Health Producer, 86%
Central Arizona College 2014 — 2014
Health Care Law & Ethics, A
Daniel Heppler Daniel Heppler's Edward Jones Experience November 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2005 - Present
Chase Bank January 1996 - November 2005
Skills
Retirement Planning, College Savings Plans, Retirement Plan..., Tax Free Income
Education
Central Michigan University 1991 — 1995
Finance and Financial Management Services
Oakland University 1992 — 1994
Rose Kidd
Edward Jones November 2005 - Present
Chase Bank January 1996 - November 2005
Skills
Retirement Planning, College Savings Plans, Retirement Plan..., Tax Free Income
Education
Central Michigan University 1991 — 1995
Finance and Financial Management Services
Oakland University 1992 — 1994
Rose Kidd
Gerri Muldrow Gerri Muldrow's Edward Jones Experience March 2013 - Present
Job Owner/Partner at Night Wind Farm LLC
Industry Hospital & Health Care
Experience
Night Wind Farm LLC February 1991 - Present
Edward Jones March 2013 - Present
Skills
Hospitals, Healthcare, Nursing, HIPAA, Blood Stock Agent, Computer Software..., Software Quality..., Software Documentation, Hardware Diagnostics, Training, Help Desk Support, EMR, Long-term Care
Education
Central Methodist University-College of Liberal Arts & Sciences
Bachelor's degree, Registered Nursing/Registered Nurse
Night Wind Farm LLC February 1991 - Present
Edward Jones March 2013 - Present
Skills
Hospitals, Healthcare, Nursing, HIPAA, Blood Stock Agent, Computer Software..., Software Quality..., Software Documentation, Hardware Diagnostics, Training, Help Desk Support, EMR, Long-term Care
Education
Central Methodist University-College of Liberal Arts & Sciences
Bachelor's degree, Registered Nursing/Registered Nurse
Abbie Martin Abbie Martin's Edward Jones Experience September 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones September 2015 - Present
Rhodena Design 2008 - Present
Greater Oak Harbor Chamber of Commerce 2008 - September 2015
Skills
Graphic Design, InDesign, Adobe Creative Suite, Illustrator, Photoshop, Logo Design, Web Design, Typography, Layout, Art Direction, Dreamweaver, Brochures, Illustration, Branding & Identity
Education
Central Washington University
Bachelor of Arts (BA), Graphic Design
Edward Jones September 2015 - Present
Rhodena Design 2008 - Present
Greater Oak Harbor Chamber of Commerce 2008 - September 2015
Skills
Graphic Design, InDesign, Adobe Creative Suite, Illustrator, Photoshop, Logo Design, Web Design, Typography, Layout, Art Direction, Dreamweaver, Brochures, Illustration, Branding & Identity
Education
Central Washington University
Bachelor of Arts (BA), Graphic Design
Kyle Fan Kyle Fan's Edward Jones Experience July 2006 - August 2008
Job Financial Planner at TD Wealth
Industry Investment Management
Experience
TD Wealth Management September 2008 - Present
Edward Jones July 2006 - August 2008
Oxford English April 2004 - June 2006
Skills
Investment Management, Wealth Management, Personal Financial..., Investment Strategies, Investments, Mutual Funds, Securities, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Management, Portfolio Management, Financial Advisory, ETFs, Financial Services, Finance, Financial Planning, Banking, Retirement Planning, Relationship Management, Financial Analysis, Asset Allocation
Education
Central University of Finance and Economics 1995 — 1999
Bachelor, Business Finance
TD Wealth Management September 2008 - Present
Edward Jones July 2006 - August 2008
Oxford English April 2004 - June 2006
Skills
Investment Management, Wealth Management, Personal Financial..., Investment Strategies, Investments, Mutual Funds, Securities, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Management, Portfolio Management, Financial Advisory, ETFs, Financial Services, Finance, Financial Planning, Banking, Retirement Planning, Relationship Management, Financial Analysis, Asset Allocation
Education
Central University of Finance and Economics 1995 — 1999
Bachelor, Business Finance
Elizabeth Bogoniewski's Edward Jones Experience August 2012 - May 2013
Job Director/ Producer at Acts of Light Summer Theater
Industry Entertainment
Experience
Acts of Light Summer Theater May 2013 - Present
Athens Community Church August 2012 - August 2013
Nice & Neat II February 2013 - May 2013
Edward Jones August 2012 - May 2013
Delta Lake Bible Conference Center June 2010 - March 2012
Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Facebook, Research, Teamwork, Social Networking, Acting, Creative Writing, Event Management, Community Outreach, Writing, Public Relations, Editing
Education
Ohio University 2014 — 2017
Bachelor of Fine Arts (BFA), Acting, Junior
Cedarville University 2013 — 2013
Theater Performance and Design
Toccoa Falls College 2013 — 2013
Online Study, Business Administration and Management, General
Hocking College 2011 — 2011
Acts of Light Summer Theater May 2013 - Present
Athens Community Church August 2012 - August 2013
Nice & Neat II February 2013 - May 2013
Edward Jones August 2012 - May 2013
Delta Lake Bible Conference Center June 2010 - March 2012
Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Facebook, Research, Teamwork, Social Networking, Acting, Creative Writing, Event Management, Community Outreach, Writing, Public Relations, Editing
Education
Ohio University 2014 — 2017
Bachelor of Fine Arts (BFA), Acting, Junior
Cedarville University 2013 — 2013
Theater Performance and Design
Toccoa Falls College 2013 — 2013
Online Study, Business Administration and Management, General
Hocking College 2011 — 2011
Danielle Kirby Danielle Kirby's Edward Jones Experience 1997 - 2002
Job Operations Business Analyst
Industry Information Technology and Services
Experience
Truven Health Analytics June 2014 - Present
Bank of Ann Arbor May 2013 - November 2013
Merrill Lynch October 2002 - March 2013
Edward Jones 1997 - 2002
First of America Bank 1993 - 1997
Skills
Equities, Fixed Income, Banking, Portfolio Management, Strategic Financial..., Investment Banking, Investment Advisory, Investment Management, Financial Services, Series 65, Retirement, Administrative..., Executive Office..., Office Administration, Executive Administrative, Life, Office Management, Travel Arrangements, Microsoft Applications, Confidentiality, Volunteering, Concur, Spreadsheets, Calendaring, Fax, Meeting Planning, Managing Accounts
Education
Central Michigan University 1992 — 1995
Education/Teaching of Individuals in Elementary Special Education Programs
Truven Health Analytics June 2014 - Present
Bank of Ann Arbor May 2013 - November 2013
Merrill Lynch October 2002 - March 2013
Edward Jones 1997 - 2002
First of America Bank 1993 - 1997
Skills
Equities, Fixed Income, Banking, Portfolio Management, Strategic Financial..., Investment Banking, Investment Advisory, Investment Management, Financial Services, Series 65, Retirement, Administrative..., Executive Office..., Office Administration, Executive Administrative, Life, Office Management, Travel Arrangements, Microsoft Applications, Confidentiality, Volunteering, Concur, Spreadsheets, Calendaring, Fax, Meeting Planning, Managing Accounts
Education
Central Michigan University 1992 — 1995
Education/Teaching of Individuals in Elementary Special Education Programs
Amy Hovey Amy Hovey's Edward Jones Experience October 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2009 - Present
New Concept Consultants LLC 2001 - 2010
Precision Torque Control Inc 1997 - 2002
Skills
Customer Service, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Qualified Retirement..., Investment Advisory, Investment Strategies, Investments, Financial Services, Financial Analysis
Education
Central Michigan University 1993 — 1995
MBA, Business Administration and Management, General
Central Michigan University 1984 — 1988
Bachelor's degree, Producation and Operations Management
Edward Jones October 2009 - Present
New Concept Consultants LLC 2001 - 2010
Precision Torque Control Inc 1997 - 2002
Skills
Customer Service, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Qualified Retirement..., Investment Advisory, Investment Strategies, Investments, Financial Services, Financial Analysis
Education
Central Michigan University 1993 — 1995
MBA, Business Administration and Management, General
Central Michigan University 1984 — 1988
Bachelor's degree, Producation and Operations Management
Tom Bucklin Tom Bucklin's Edward Jones Experience July 1999 - March 2004
Job Wealth and Retirement Coach at Fortress Financial
Industry Financial Services
Experience
Fortress Financial 1999 - Present
Cambridge Investment Research Advisors, Inc August 2010 - Present
National Planning Corporation April 2006 - August 2010
1717 Capital Asset Management Company March 2004 - May 2006
Edward Jones July 1999 - March 2004
Skills
Financial Services, Wealth Management, Retirement Planning, Rollovers, Financial Goals, Life Insurance, Long Term Care Insurance, Asset Management, Investment Strategies, 401k Rollovers, Mutual Funds, College Savings Plans, Investments, Portfolio Management, Retirement Savings, Tactical Asset..., Investment Advisory, Lifestyle Planning
Education
Central Michigan University 1980 — 1982
Master of Arts (MA), Public Administration
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Fortress Financial 1999 - Present
Cambridge Investment Research Advisors, Inc August 2010 - Present
National Planning Corporation April 2006 - August 2010
1717 Capital Asset Management Company March 2004 - May 2006
Edward Jones July 1999 - March 2004
Skills
Financial Services, Wealth Management, Retirement Planning, Rollovers, Financial Goals, Life Insurance, Long Term Care Insurance, Asset Management, Investment Strategies, 401k Rollovers, Mutual Funds, College Savings Plans, Investments, Portfolio Management, Retirement Savings, Tactical Asset..., Investment Advisory, Lifestyle Planning
Education
Central Michigan University 1980 — 1982
Master of Arts (MA), Public Administration
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Carolyn Norman Carolyn Norman's Edward Jones Experience 2002 - 2005
Job Advertising Consultant at Markham Economist & Sun
Industry Marketing and Advertising
Experience
York Region Media Group September 2010 - Present
Metroland Media Group September 2010 - Present
Metroland Media Group March 2009 - September 2010
Edward Jones 2002 - 2005
Skills
Advertising, Online Advertising, Marketing, Marketing Strategy, Online Marketing, Advertising Sales, Social Media Marketing, Mobile Marketing, Digital Marketing, SEM, Digital Media, Marketing Communications, Media Planning, Integrated Marketing, Digital Strategy, Lead Generation, Email Marketing, B2B
Education
Centennial College 1998 — 2000
Computer programming and Analysis
York Region Media Group September 2010 - Present
Metroland Media Group September 2010 - Present
Metroland Media Group March 2009 - September 2010
Edward Jones 2002 - 2005
Skills
Advertising, Online Advertising, Marketing, Marketing Strategy, Online Marketing, Advertising Sales, Social Media Marketing, Mobile Marketing, Digital Marketing, SEM, Digital Media, Marketing Communications, Media Planning, Integrated Marketing, Digital Strategy, Lead Generation, Email Marketing, B2B
Education
Centennial College 1998 — 2000
Computer programming and Analysis
Ashton Harris, CCM Ashton Harris, CCM's Edward Jones Experience 2008 - 2009
Job Club Manager at The Honors Course, Inc.
Industry Hospitality
Experience
The Honors Course, Inc. 2009 - Present
Edward Jones 2008 - 2009
The Country Club of North Carolina 2000 - 2008
Greystone Golf & Country Club 1996 - 2000
Skills
Operations Management, Business Planning, Financial Analysis, Team Building, Customer Service, New Business Development, Contract Negotiation, Strategic Planning, Business Development, Leadership, Sales Management, Budgets, Inventory Management, Sales, Event Management, Marketing
Education
Jacksonville State University 1993 — 1995
BS, Finance
Central Alabama Community College
AS, Business Administration
The Honors Course, Inc. 2009 - Present
Edward Jones 2008 - 2009
The Country Club of North Carolina 2000 - 2008
Greystone Golf & Country Club 1996 - 2000
Skills
Operations Management, Business Planning, Financial Analysis, Team Building, Customer Service, New Business Development, Contract Negotiation, Strategic Planning, Business Development, Leadership, Sales Management, Budgets, Inventory Management, Sales, Event Management, Marketing
Education
Jacksonville State University 1993 — 1995
BS, Finance
Central Alabama Community College
AS, Business Administration
John Jernigan, II's Edward Jones Experience October 2009 - September 2010
Job Department Manager at Lowe's Home Improvement
Industry Retail
Experience
Lowe's Home Improvement March 2014 - Present
Sheetz September 2010 - June 2013
Edward Jones October 2009 - September 2010
Harris Teeter, Inc. March 2007 - September 2009
Harris Teeter, Inc. May 2004 - March 2007
State of North Carolina Department of Health & Human Services September 2000 - April 2004
Department of Health & Human Services April 1999 - September 2000
United States Air Force, Shaw A.F. B. March 1997 - January 1999
United States Air Force, Grand Forks A.F.B. March 1996 - February 1997
United States Air Force, Grand Forks A.F.B. September 1994 - February 1996
Skills
Training, Employee Training, Employee Relations, Leadership, Team Building, Management, PowerPoint, Team Leadership, Recruiting, Leadership Development, Microsoft Word, Customer Service, Human Resources, Microsoft Office, Microsoft Excel, Process Improvement, Creative Merchandising, Supervisory Skills, Analytical Skills, Analysis, Workshop Facilitation, Compensation & Benefit, Position Classification, Sales, Hiring, Time Management, Loss Prevention, Retail, Inventory Management, Inventory Control, Store Management, Merchandising, Profit & Loss Management, Strategic Planning, Store Operations, Budgets, Customer Satisfaction, Project Management, Sales Management, Visual Merchandising
Education
Central Michigan University 1996 — 2002
Master of Science, Administration
East Carolina University
Bachelor of Science, Criminal Justice
South Granville H.S. 1986 — 1990
High School Diploma, North Carolina Scholar
Lowe's Home Improvement March 2014 - Present
Sheetz September 2010 - June 2013
Edward Jones October 2009 - September 2010
Harris Teeter, Inc. March 2007 - September 2009
Harris Teeter, Inc. May 2004 - March 2007
State of North Carolina Department of Health & Human Services September 2000 - April 2004
Department of Health & Human Services April 1999 - September 2000
United States Air Force, Shaw A.F. B. March 1997 - January 1999
United States Air Force, Grand Forks A.F.B. March 1996 - February 1997
United States Air Force, Grand Forks A.F.B. September 1994 - February 1996
Skills
Training, Employee Training, Employee Relations, Leadership, Team Building, Management, PowerPoint, Team Leadership, Recruiting, Leadership Development, Microsoft Word, Customer Service, Human Resources, Microsoft Office, Microsoft Excel, Process Improvement, Creative Merchandising, Supervisory Skills, Analytical Skills, Analysis, Workshop Facilitation, Compensation & Benefit, Position Classification, Sales, Hiring, Time Management, Loss Prevention, Retail, Inventory Management, Inventory Control, Store Management, Merchandising, Profit & Loss Management, Strategic Planning, Store Operations, Budgets, Customer Satisfaction, Project Management, Sales Management, Visual Merchandising
Education
Central Michigan University 1996 — 2002
Master of Science, Administration
East Carolina University
Bachelor of Science, Criminal Justice
South Granville H.S. 1986 — 1990
High School Diploma, North Carolina Scholar
Dillon King Dillon King's Edward Jones Experience June 2013 - August 2013
Job Financial Analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2014 - August 2015
LexisNexis August 2013 - April 2014
Edward Jones June 2013 - August 2013
Paulsen Development Albany Llc May 2010 - September 2012
Education
Cedarville University 2010 — 2013
Finance, Accounting and Finance
Northwestern Mutual April 2014 - August 2015
LexisNexis August 2013 - April 2014
Edward Jones June 2013 - August 2013
Paulsen Development Albany Llc May 2010 - September 2012
Education
Cedarville University 2010 — 2013
Finance, Accounting and Finance
Alexis Arrabito Alexis Arrabito's Edward Jones Experience May 2012 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Michael Kors November 2010 - January 2012
Portland State University January 2010 - July 2010
Skills
Merchandising, Sales, Customer Service, Creative Problem Solving, Maintaining Strong..., Project Initiation, Emotional Intelligence, Compliance, Office Administration, Client Issue Resolution, Self Management, Paperwork, Trend Analysis, Sales Motivation, Preparedness, Facebook, Inventory Management, Styling, Visual Merchandising, Retail, Window Displays, Store Management, Social Networking, Management, Critical Thinking
Education
Central Washington University 2014 — 2015
B.S. Interdisciplinary Studies, B.A. Anthropology, Philosophy Minor
Portland State University 2008 — 2010
Liberal Studies
Everett Community College 2006 — 2008
General Transfer Associates
Everett High School 2004 — 2008
High School Diploma
Edward Jones May 2012 - Present
Michael Kors November 2010 - January 2012
Portland State University January 2010 - July 2010
Skills
Merchandising, Sales, Customer Service, Creative Problem Solving, Maintaining Strong..., Project Initiation, Emotional Intelligence, Compliance, Office Administration, Client Issue Resolution, Self Management, Paperwork, Trend Analysis, Sales Motivation, Preparedness, Facebook, Inventory Management, Styling, Visual Merchandising, Retail, Window Displays, Store Management, Social Networking, Management, Critical Thinking
Education
Central Washington University 2014 — 2015
B.S. Interdisciplinary Studies, B.A. Anthropology, Philosophy Minor
Portland State University 2008 — 2010
Liberal Studies
Everett Community College 2006 — 2008
General Transfer Associates
Everett High School 2004 — 2008
High School Diploma
Robert Evely Robert Evely's Edward Jones Experience August 2004 - January 2007
Job Senior Financial Advisor Specializing in 401(k) and Business Consulting
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Morgan Stanley August 2007 - April 2010
Edward Jones August 2004 - January 2007
US Army February 1982 - February 1994
Skills
Financial Services, Financial Advisory, Analysis, Wealth Management, Finance, Series 63, Series 7, Series 10, Series 65, Series 66, 401k, Defined Benefit, Defined Contribution, Deferred Compensation, Life Insurance, Long Term Care Insurance, Buy-sell Agreements
Education
Central Michigan University 1991 — 1993
Masters of Science - Administration
Western Illinois University 1983 — 1986
Bachelor of Business - Operations Management
Wells Fargo Advisors April 2010 - Present
Morgan Stanley August 2007 - April 2010
Edward Jones August 2004 - January 2007
US Army February 1982 - February 1994
Skills
Financial Services, Financial Advisory, Analysis, Wealth Management, Finance, Series 63, Series 7, Series 10, Series 65, Series 66, 401k, Defined Benefit, Defined Contribution, Deferred Compensation, Life Insurance, Long Term Care Insurance, Buy-sell Agreements
Education
Central Michigan University 1991 — 1993
Masters of Science - Administration
Western Illinois University 1983 — 1986
Bachelor of Business - Operations Management
Derek H. Tingle Derek H. Tingle's Edward Jones Experience August 2008 - November 2008
Job Regional Marketing Manager
Industry Oil & Energy
Experience
Atmos Energy Marketing, LLC November 2012 - Present
Atmos Energy Marketing, LLC April 2011 - November 2012
Fellon-McCord & Associates September 2010 - April 2011
Fellon-McCord & Associates April 2010 - September 2010
Fellon-McCord & Associates November 2009 - April 2010
Fellon-McCord & Associates January 2009 - November 2009
Edward Jones August 2008 - November 2008
Skills
Business, Customer Satisfaction, Account Management, Business Development, Management, Sales, Lead Generation, Time Management, Marketing, Energy, Contract Negotiation, Leadership, Forecasting, Strategic Planning, Analysis, Data Analysis, Process Improvement, Negotiation, Budgets, Finance, Sales Operations, Business Strategy, Market Research
Education
Centre College
Bachelor of Science, Double Major: 1) Financial Economics 2) Government
duPont Manual High School
HSU, High School University
Atmos Energy Marketing, LLC November 2012 - Present
Atmos Energy Marketing, LLC April 2011 - November 2012
Fellon-McCord & Associates September 2010 - April 2011
Fellon-McCord & Associates April 2010 - September 2010
Fellon-McCord & Associates November 2009 - April 2010
Fellon-McCord & Associates January 2009 - November 2009
Edward Jones August 2008 - November 2008
Skills
Business, Customer Satisfaction, Account Management, Business Development, Management, Sales, Lead Generation, Time Management, Marketing, Energy, Contract Negotiation, Leadership, Forecasting, Strategic Planning, Analysis, Data Analysis, Process Improvement, Negotiation, Budgets, Finance, Sales Operations, Business Strategy, Market Research
Education
Centre College
Bachelor of Science, Double Major: 1) Financial Economics 2) Government
duPont Manual High School
HSU, High School University
Sheila Horne Sheila Horne's Edward Jones Experience April 2001 - December 2006
Job Administrative Assistant
Industry Hospital & Health Care
Experience
JRM & Associates, Inc February 2007 - October 2010
Sears Holdings Corporation August 2006 - July 2007
Edward Jones April 2001 - December 2006
Home Bazaar January 1999 - April 2001
Skills
Customer Service, Administrative Support, Typing, Data Entry, Outlook, Administration, Scheduling, PowerPoint, Word, Excel, Time Management, Accounts Receivable, Billing, Event Planning, Spreadsheets, Office Management, Microsoft Office, Quickbooks, Purchasing, Access, Teamwork, Problem Solving, Invoicing, Customer Satisfaction, Coordination, Supervisory Skills, Lotus Notes, Event Management, Bookkeeping, Customer Relations, Budgeting, Documentation, Research, Hiring, Calendars, Adobe Acrobat, Editing, Team Building, Proposal Writing, Process Scheduler, QuickBooks, Microsoft Excel, Newsletters, Team Leadership, Administrative..., Recruiting, Telephone Skills, Software Documentation, Nonprofits, Management
Education
Central Piedmont Community College 2011 — 2013
Medical Office Administration
Piedmont High School 1980 — 1984
Diploma, Business
JRM & Associates, Inc February 2007 - October 2010
Sears Holdings Corporation August 2006 - July 2007
Edward Jones April 2001 - December 2006
Home Bazaar January 1999 - April 2001
Skills
Customer Service, Administrative Support, Typing, Data Entry, Outlook, Administration, Scheduling, PowerPoint, Word, Excel, Time Management, Accounts Receivable, Billing, Event Planning, Spreadsheets, Office Management, Microsoft Office, Quickbooks, Purchasing, Access, Teamwork, Problem Solving, Invoicing, Customer Satisfaction, Coordination, Supervisory Skills, Lotus Notes, Event Management, Bookkeeping, Customer Relations, Budgeting, Documentation, Research, Hiring, Calendars, Adobe Acrobat, Editing, Team Building, Proposal Writing, Process Scheduler, QuickBooks, Microsoft Excel, Newsletters, Team Leadership, Administrative..., Recruiting, Telephone Skills, Software Documentation, Nonprofits, Management
Education
Central Piedmont Community College 2011 — 2013
Medical Office Administration
Piedmont High School 1980 — 1984
Diploma, Business
Kevin Billings Kevin Billings's Edward Jones Experience 2005 - 2007
Job Senior Manager, Budgeting & Analysis at YP
Industry Telecommunications
Experience
YP April 2012 - Present
Smurfit-Stone May 2007 - April 2012
Edward Jones 2005 - 2007
Nestle Purina 2003 - 2005
ESCO Technologies 2002 - 2003
Monsanto 1987 - 2002
Education
Loyola University New Orleans 1992 — 1994
MBA, Finance
Central Methodist College 1984 — 1987
BS, Accounting
YP April 2012 - Present
Smurfit-Stone May 2007 - April 2012
Edward Jones 2005 - 2007
Nestle Purina 2003 - 2005
ESCO Technologies 2002 - 2003
Monsanto 1987 - 2002
Education
Loyola University New Orleans 1992 — 1994
MBA, Finance
Central Methodist College 1984 — 1987
BS, Accounting
Jason Sirmon Jason Sirmon's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones Investment
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Sirmon Training & Consulting Group June 2008 - December 2013
NC Association of REALTORS 2000 - 2013
Habitat for Humanity of Gaston County, NC January 2012 - August 2012
ASTD 2011 - 2012
Lake Norman Realty, Inc May 2006 - July 2008
Mathers Realty January 2004 - May 2006
Advanced Realty July 2002 - January 2004
Century 21 December 2000 - June 2002
University of Chicago Hospital)Morrison Management Specialists March 1999 - October 1999
Skills
Negotiation, Team Building, Real Estate, Investment Properties, Short Sales, Coaching, Public Speaking, Strategic Planning, Leadership Development, Organizational..., Contract Negotiation, Sales Management, Employee Engagement
Education
Northeastern University 2012 — 2014
Masters of Science, Leadership
University of North Carolina 2012 — 2012
Human Resource Generalist Certification
Queens University of Charlotte 2010 — 2012
BA Communication / Leadership, Organizational Communication
Central Piedmont Community College 2005 — 2008
Associate of Arts, General Education and Communication
United States Navy 1989 — 1999
Robertsdale High 1984 — 1988
United States Navy Culinary Specialist School Enlisted Submarine School
Edward Jones January 2014 - Present
Sirmon Training & Consulting Group June 2008 - December 2013
NC Association of REALTORS 2000 - 2013
Habitat for Humanity of Gaston County, NC January 2012 - August 2012
ASTD 2011 - 2012
Lake Norman Realty, Inc May 2006 - July 2008
Mathers Realty January 2004 - May 2006
Advanced Realty July 2002 - January 2004
Century 21 December 2000 - June 2002
University of Chicago Hospital)Morrison Management Specialists March 1999 - October 1999
Skills
Negotiation, Team Building, Real Estate, Investment Properties, Short Sales, Coaching, Public Speaking, Strategic Planning, Leadership Development, Organizational..., Contract Negotiation, Sales Management, Employee Engagement
Education
Northeastern University 2012 — 2014
Masters of Science, Leadership
University of North Carolina 2012 — 2012
Human Resource Generalist Certification
Queens University of Charlotte 2010 — 2012
BA Communication / Leadership, Organizational Communication
Central Piedmont Community College 2005 — 2008
Associate of Arts, General Education and Communication
United States Navy 1989 — 1999
Robertsdale High 1984 — 1988
United States Navy Culinary Specialist School Enlisted Submarine School
Johnston Boyd Johnston Boyd's Edward Jones Experience October 2001 - April 2005
Job Owner at Vision Builders, LLC specializing in Custom Homes, Custom Remodeling, Project Design and General Contracting.
Industry Construction
Experience
Vision Builders, LLC January 2012 - Present
The Vision Group USA May 2005 - December 2011
Edward Jones October 2001 - April 2005
Skills
General Contracting, Custom Home Design, Custom Remodeling, Project Management, Property Management, Budget Setting, Customer Service, Residential Homes, Custom Homes, Contractors, Management, Real Estate, Foreclosures, Single Family Homes, Construction, Investments, Insurance, Mutual Funds, Construction Management, Contract Negotiation, Marketing, Real Estate Transactions, Team Building, Sales Management, Estate Planning, Financial Analysis, Retirement Planning
Education
Centre College 1998 — 2001
Bachelor, Economics
Vision Builders, LLC January 2012 - Present
The Vision Group USA May 2005 - December 2011
Edward Jones October 2001 - April 2005
Skills
General Contracting, Custom Home Design, Custom Remodeling, Project Management, Property Management, Budget Setting, Customer Service, Residential Homes, Custom Homes, Contractors, Management, Real Estate, Foreclosures, Single Family Homes, Construction, Investments, Insurance, Mutual Funds, Construction Management, Contract Negotiation, Marketing, Real Estate Transactions, Team Building, Sales Management, Estate Planning, Financial Analysis, Retirement Planning
Education
Centre College 1998 — 2001
Bachelor, Economics
Mark Castonguay Mark Castonguay's Edward Jones Experience May 2014 - December 2014
Job Client Service Associate at Virginia Asset Group
Industry Financial Services
Experience
Virginia Asset Group December 2014 - Present
Edward Jones May 2014 - December 2014
Delhaize Group - Food Lion February 2013 - April 2014
Food Lion October 2012 - February 2013
Hannaford Bros. Co. March 2011 - October 2012
Skills
Store Management, Merchandising, Retail, Retail Sales, Store Operations, Inventory Control, Inventory Management, Planograms, Profit, Shrinkage, Cashiering, Customer Service, Customer Satisfaction, Loss Prevention, Visual Merchandising
Education
University of Maine 2007 — 2009
Bachelor's Degree, Business Administration and Management, 3.93
Central Maine Community College 2004 — 2007
Associate's Degree, Management, 3.94
Virginia Asset Group December 2014 - Present
Edward Jones May 2014 - December 2014
Delhaize Group - Food Lion February 2013 - April 2014
Food Lion October 2012 - February 2013
Hannaford Bros. Co. March 2011 - October 2012
Skills
Store Management, Merchandising, Retail, Retail Sales, Store Operations, Inventory Control, Inventory Management, Planograms, Profit, Shrinkage, Cashiering, Customer Service, Customer Satisfaction, Loss Prevention, Visual Merchandising
Education
University of Maine 2007 — 2009
Bachelor's Degree, Business Administration and Management, 3.93
Central Maine Community College 2004 — 2007
Associate's Degree, Management, 3.94
Derek Raymond AAMS® Derek Raymond AAMS®'s Edward Jones Experience May 2010 - December 2013
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2014 - Present
Edward Jones May 2010 - December 2013
Skills
Retirement Plan..., Retirement Savings, Asset Allocation, Wealth Management..., Investment Strategies, 401(k) Rollovers, Financial Advisory, Securities
Education
Central Michigan University 2003 — 2008
B.S., Business
Oppenheimer & Co. Inc. January 2014 - Present
Edward Jones May 2010 - December 2013
Skills
Retirement Plan..., Retirement Savings, Asset Allocation, Wealth Management..., Investment Strategies, 401(k) Rollovers, Financial Advisory, Securities
Education
Central Michigan University 2003 — 2008
B.S., Business
Pfaendtner Cass's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Quicken Loans February 2012 - October 2014
Skills
Mortgage Banking, VA loans, Mortgage Lending, FHA, FHA financing, Residential Mortgages, Loan Origination, Loans, Government Loans, Credit, Certified Mortgage..., Investment Properties
Education
Central Michigan University 2005 — 2010
Bachelor's degree, History
Edward Jones March 2015 - Present
Quicken Loans February 2012 - October 2014
Skills
Mortgage Banking, VA loans, Mortgage Lending, FHA, FHA financing, Residential Mortgages, Loan Origination, Loans, Government Loans, Credit, Certified Mortgage..., Investment Properties
Education
Central Michigan University 2005 — 2010
Bachelor's degree, History
Patti Langenecker's Edward Jones Experience November 2007 - Present
Job Marketing Operations Web Author at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Edward Jones April 2006 - November 2007
Freyman & Maltagliati August 2003 - March 2005
Settle Inn & Suites March 2003 - March 2004
Skills
Relationship Building, HTML, WebTrends Analytics, Google Analytics, Analysis, Dreamweaver, Microsoft Excel, Social Media Marketing, Editing, Marketing Communications, Microsoft Office, Leadership, Web Content Management, Usability Testing, Stellent, Oracle, Teamsite, Quality Assurance
Education
Webster University 2007 — 2009
Master of Arts (M.A.), Management and Leadership
Central Methodist College 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Edward Jones November 2007 - Present
Edward Jones April 2006 - November 2007
Freyman & Maltagliati August 2003 - March 2005
Settle Inn & Suites March 2003 - March 2004
Skills
Relationship Building, HTML, WebTrends Analytics, Google Analytics, Analysis, Dreamweaver, Microsoft Excel, Social Media Marketing, Editing, Marketing Communications, Microsoft Office, Leadership, Web Content Management, Usability Testing, Stellent, Oracle, Teamsite, Quality Assurance
Education
Webster University 2007 — 2009
Master of Arts (M.A.), Management and Leadership
Central Methodist College 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Meg Johnson Meg Johnson's Edward Jones Experience February 2012 - Present
Job Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Edward Jones February 2012 - Present
BJC HealthCare January 2009 - January 2011
Accenture May 1996 - May 2001
Skills
Healthcare, Hospitals, Talent Acquisition, Hiring, Employee Relations, Financial Recruiting
Education
Eastern Illinois University 1992 — 1994
BS in political Science
Carthage College 1990 — 1992
Edward Jones February 2012 - Present
BJC HealthCare January 2009 - January 2011
Accenture May 1996 - May 2001
Skills
Healthcare, Hospitals, Talent Acquisition, Hiring, Employee Relations, Financial Recruiting
Education
Eastern Illinois University 1992 — 1994
BS in political Science
Carthage College 1990 — 1992
Scott Rang Scott Rang's Edward Jones Experience April 2002 - May 2006
Job Dive Team Supervisor at Liquivision Technology
Industry Civil Engineering
Experience
Liquivision Technology May 2007 - Present
Liquivision Technology May 2007 - Present
Edward Jones April 2002 - May 2006
Skills
PowerPoint, Microsoft Excel, Customer Service, Budgets, Marketing, Strategic Planning, Photoshop, Photography, Microsoft Office, Data Entry, Team Building, Supervisory Skills, Leadership
Education
Divers Institute of Technology 2006 — 2007
Central Washington University 1998 — 2002
Bachelors, Anthropology
Western Washington University 1997 — 1998
Liquivision Technology May 2007 - Present
Liquivision Technology May 2007 - Present
Edward Jones April 2002 - May 2006
Skills
PowerPoint, Microsoft Excel, Customer Service, Budgets, Marketing, Strategic Planning, Photoshop, Photography, Microsoft Office, Data Entry, Team Building, Supervisory Skills, Leadership
Education
Divers Institute of Technology 2006 — 2007
Central Washington University 1998 — 2002
Bachelors, Anthropology
Western Washington University 1997 — 1998
Monique Frankhauser, CPA Monique Frankhauser, CPA's Edward Jones Experience June 2009 - June 2010
Job Sr Audit Associate at KPMG LLP
Industry Accounting
Experience
KPMG October 2011 - Present
Saddle Mountain Ranches June 2010 - July 2011
Edward Jones June 2009 - June 2010
Skills
GAAP, US GAAP, CPA, Internal Controls, Auditing, Financial Reporting, Accounting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, External Audit
Education
Central Washington University 2006 — 2011
Bachelors of Science, Business Admin - Specialized in Finance
Central Washington University 2006 — 2011
Bachelors of Science, Accounting
KPMG October 2011 - Present
Saddle Mountain Ranches June 2010 - July 2011
Edward Jones June 2009 - June 2010
Skills
GAAP, US GAAP, CPA, Internal Controls, Auditing, Financial Reporting, Accounting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, External Audit
Education
Central Washington University 2006 — 2011
Bachelors of Science, Business Admin - Specialized in Finance
Central Washington University 2006 — 2011
Bachelors of Science, Accounting
Hope Lesperance, MBA Hope Lesperance, MBA's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Lesperance Enterprises, LLC 2000 - 2011
Frankenmuth Insurance 1998 - 2011
Frankenmuth Insurance April 1993 - December 1997
Frankenmuth Insurance 1989 - 1993
Mutual Home Consultants, Inc 1983 - 1990
Saginaw Valley State University 1986 - 1988
Skills
Customer Service, Business Management, Entrepreneurial Skills, Leadership Development, Strategic Financial..., Entrepreneurship, Business Development, Budgets, Insurance, Finance, Leadership, Process Improvement, Management, Investments, Small Business, Property & Casualty...
Education
Central Michigan University 1988 — 1994
MBA, Business
Saginaw Valley State University 1984 — 1986
Bachelors, Computer Science
Michigan State University 1972 — 1976
Bachelors, Hospitality Management
Edward Jones March 2012 - Present
Lesperance Enterprises, LLC 2000 - 2011
Frankenmuth Insurance 1998 - 2011
Frankenmuth Insurance April 1993 - December 1997
Frankenmuth Insurance 1989 - 1993
Mutual Home Consultants, Inc 1983 - 1990
Saginaw Valley State University 1986 - 1988
Skills
Customer Service, Business Management, Entrepreneurial Skills, Leadership Development, Strategic Financial..., Entrepreneurship, Business Development, Budgets, Insurance, Finance, Leadership, Process Improvement, Management, Investments, Small Business, Property & Casualty...
Education
Central Michigan University 1988 — 1994
MBA, Business
Saginaw Valley State University 1984 — 1986
Bachelors, Computer Science
Michigan State University 1972 — 1976
Bachelors, Hospitality Management
Lura Bradford's Edward Jones Experience November 2011 - April 2013
Job Event, Production and Sales Manager at Fred Wildlife Refuge
Industry Events Services
Experience
Fred Wildlife Refuge August 2015 - Present
The Iron Bull May 2013 - Present
Holland America Line April 2013 - May 2013
Edward Jones November 2011 - April 2013
Donovan's Steak and Chop House February 2010 - November 2011
pravda 2008 - 2010
Skills
Strategic Financial..., Customer Service, Marketing, Management, Public Speaking, Relationship Building, Marketing Strategy, Financial Planning, Social Media Marketing, Event Management, Event Planning, Leadership, Project Management
Education
Financial Certifications 2011 — 2011
Series 66, Series 7
Central Washington University 2004 — 2009
Bachelor's Degree, Land Use Planning, Environmental Science, Business Minor
Fred Wildlife Refuge August 2015 - Present
The Iron Bull May 2013 - Present
Holland America Line April 2013 - May 2013
Edward Jones November 2011 - April 2013
Donovan's Steak and Chop House February 2010 - November 2011
pravda 2008 - 2010
Skills
Strategic Financial..., Customer Service, Marketing, Management, Public Speaking, Relationship Building, Marketing Strategy, Financial Planning, Social Media Marketing, Event Management, Event Planning, Leadership, Project Management
Education
Financial Certifications 2011 — 2011
Series 66, Series 7
Central Washington University 2004 — 2009
Bachelor's Degree, Land Use Planning, Environmental Science, Business Minor
Sally Calongne's Edward Jones Experience 2001 - 2003
Job Babolat Rep for North Texas and Louisiana
Industry Sporting Goods
Experience
Babolat June 2014 - Present
Match Point Tennis & Fitness Boutique November 2010 - Present
Design Drafting Services December 2008 - June 2010
Levine School of Music August 2005 - November 2008
AIG Advisor Group 2003 - 2005
Edward Jones 2001 - 2003
Louisiana State University 1997 - 2001
Skills
Insurance, Strategic Financial..., Investments, Strategic Planning, Marketing, Microsoft Excel, Retirement Planning, Fundraising, Customer Service, Business Development, Project Management
Education
Louisiana State University 1997 — 2000
MBA, Finance
Louisiana State University 1995 — 1997
MS, Kinesiology/Biomechanics
Centenary College of Louisiana 1991 — 1995
BS, Physics
Babolat June 2014 - Present
Match Point Tennis & Fitness Boutique November 2010 - Present
Design Drafting Services December 2008 - June 2010
Levine School of Music August 2005 - November 2008
AIG Advisor Group 2003 - 2005
Edward Jones 2001 - 2003
Louisiana State University 1997 - 2001
Skills
Insurance, Strategic Financial..., Investments, Strategic Planning, Marketing, Microsoft Excel, Retirement Planning, Fundraising, Customer Service, Business Development, Project Management
Education
Louisiana State University 1997 — 2000
MBA, Finance
Louisiana State University 1995 — 1997
MS, Kinesiology/Biomechanics
Centenary College of Louisiana 1991 — 1995
BS, Physics
Gregory Desmarais Gregory Desmarais's Edward Jones Experience November 2007 - October 2009
Job Financial Services Professionel
Industry Financial Services
Experience
Desjardins August 2013 - Present
National Bank of Canada November 2009 - May 2013
Edward Jones November 2007 - October 2009
Great-West Life July 2006 - October 2007
Great West Life July 2002 - June 2006
Club Med December 2001 - April 2002
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Mutual Funds, Portfolio Management, Credit, Equities, Financial Services, Strategy, Financial Advisory, Wealth Management, Investment Advisory, Insurance, Finance
Education
Concordia University 1998 — 2001
BA, Economics
CEGEP - John Abbott College
Desjardins August 2013 - Present
National Bank of Canada November 2009 - May 2013
Edward Jones November 2007 - October 2009
Great-West Life July 2006 - October 2007
Great West Life July 2002 - June 2006
Club Med December 2001 - April 2002
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Mutual Funds, Portfolio Management, Credit, Equities, Financial Services, Strategy, Financial Advisory, Wealth Management, Investment Advisory, Insurance, Finance
Education
Concordia University 1998 — 2001
BA, Economics
CEGEP - John Abbott College
Andrew York, AAMS ® Andrew York, AAMS ®'s Edward Jones Experience September 2011 - Present
Job Financial Advisor Edward Jones Investments
Industry Investment Management
Experience
Edward Jones September 2011 - Present
NHTI, Concord Community College September 2012 - October 2014
Ohio High School Athletic Association November 2010 - May 2011
Skills
Proficient in Microsoft..., Detail Oriented, Team Management, Program Management, Retirement Planning, Wealth Management, Relationship Management, Retirement Plan..., Investment Management
Education
Cedarville University
Bachelor of Finance, Finance and Financial Management Services
Edward Jones September 2011 - Present
NHTI, Concord Community College September 2012 - October 2014
Ohio High School Athletic Association November 2010 - May 2011
Skills
Proficient in Microsoft..., Detail Oriented, Team Management, Program Management, Retirement Planning, Wealth Management, Relationship Management, Retirement Plan..., Investment Management
Education
Cedarville University
Bachelor of Finance, Finance and Financial Management Services
Rare` Williams Rare` Williams's Edward Jones Experience April 2015 - Present
Job Branch Associate Intern at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2015 - Present
Dunkin Donuts May 2014 - August 2014
Central Michigan University August 2013 - May 2014
Family Dollar May 2013 - August 2013
Lincoln Community Education Safety May 2004 - August 2008
Skills
Financial Analysis, Asset Allocation, Investment Strategies, Accounting, Microsoft Excel, Flow Charts, Strategic Financial..., Personal Finance, Non-profit Volunteer, Team Management, Public Speaking, Financial Planning, Research, Team Leadership, Marketing
Education
Central Michigan University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Personal Financial Planning, Senior
Edward Jones April 2015 - Present
Dunkin Donuts May 2014 - August 2014
Central Michigan University August 2013 - May 2014
Family Dollar May 2013 - August 2013
Lincoln Community Education Safety May 2004 - August 2008
Skills
Financial Analysis, Asset Allocation, Investment Strategies, Accounting, Microsoft Excel, Flow Charts, Strategic Financial..., Personal Finance, Non-profit Volunteer, Team Management, Public Speaking, Financial Planning, Research, Team Leadership, Marketing
Education
Central Michigan University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Personal Financial Planning, Senior
Jeramey Probert Jeramey Probert's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Skills
Retirement Planning, Investments, Wealth Management, Wealth Accumulation, Wealth Preservation..., Strategic Financial..., Retirement Plan..., 401k Rollovers, IRAs, Fixed Annuities, Mutual Funds, Series 7, Financial Planning, Portfolio Management, Long Term Care Insurance, Estate Planning, Financial Analysis, Asset Allocation, Variable Annuities, Income Protection, Equities, Fixed Income, Municipal Bonds, Separately Managed..., Investment Advisory..., Customer Service
Education
Pacific University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Strategic Management, 3.74
Centralia College 2006 — 2008
Associate of Arts (A.A.), 3.77
Edward Jones May 2012 - Present
Skills
Retirement Planning, Investments, Wealth Management, Wealth Accumulation, Wealth Preservation..., Strategic Financial..., Retirement Plan..., 401k Rollovers, IRAs, Fixed Annuities, Mutual Funds, Series 7, Financial Planning, Portfolio Management, Long Term Care Insurance, Estate Planning, Financial Analysis, Asset Allocation, Variable Annuities, Income Protection, Equities, Fixed Income, Municipal Bonds, Separately Managed..., Investment Advisory..., Customer Service
Education
Pacific University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Strategic Management, 3.74
Centralia College 2006 — 2008
Associate of Arts (A.A.), 3.77
Gabriela Franklin's Edward Jones Experience August 2011 - December 2011
Job Operations Specialist at Travelers
Industry Marketing and Advertising
Experience
Travelers September 2014 - Present
Travelers February 2015 - June 2015
Maeghan McKenzie State Farm May 2014 - July 2014
Edward Jones August 2011 - December 2011
McDonald's Corporation March 2010 - August 2011
Skills
Bilingual-English/Spanis..., Microsoft Office, Microsoft Excel, Photoshop, Time Management, Facebook, Teamwork, PowerPoint, Microsoft Word, Social Networking, Social Media, Customer Service, Event Planning, Social Media Marketing, Marketing, Market Research
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's Degree, Marketing, 3.37
Central Piedmont Community College 2012 — 2012
Cuesta College 2010 — 2011
Travelers September 2014 - Present
Travelers February 2015 - June 2015
Maeghan McKenzie State Farm May 2014 - July 2014
Edward Jones August 2011 - December 2011
McDonald's Corporation March 2010 - August 2011
Skills
Bilingual-English/Spanis..., Microsoft Office, Microsoft Excel, Photoshop, Time Management, Facebook, Teamwork, PowerPoint, Microsoft Word, Social Networking, Social Media, Customer Service, Event Planning, Social Media Marketing, Marketing, Market Research
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's Degree, Marketing, 3.37
Central Piedmont Community College 2012 — 2012
Cuesta College 2010 — 2011
Angela Marechaux's Edward Jones Experience August 2006 - May 2010
Job Independent Herbalife Distributor
Industry Health, Wellness and Fitness
Experience
Oak City Marketing January 2015 - Present
A&A Used Auto Sales October 2012 - Present
Herbalife March 2012 - August 2015
Automotive February 2010 - June 2013
Edward Jones August 2006 - May 2010
Headstart School 2002 - 2007
Castleton Elementary School August 2001 - June 2002
Skills
Social Media, PowerPoint
Education
Central Christian College of Kansas 2012 — 2014
Bachelor of Business Administration (B.B.A.), Medical/Health Management and Clinical Assistant/Specialist, 3.96
Community College of Vermont 2004 — 2006
Associate's degree, Education
Castleton State College 2002 — 2003
Associate's degree, Education
Fair Haven Union 1998 — 2001
General, General
Oak City Marketing January 2015 - Present
A&A Used Auto Sales October 2012 - Present
Herbalife March 2012 - August 2015
Automotive February 2010 - June 2013
Edward Jones August 2006 - May 2010
Headstart School 2002 - 2007
Castleton Elementary School August 2001 - June 2002
Skills
Social Media, PowerPoint
Education
Central Christian College of Kansas 2012 — 2014
Bachelor of Business Administration (B.B.A.), Medical/Health Management and Clinical Assistant/Specialist, 3.96
Community College of Vermont 2004 — 2006
Associate's degree, Education
Castleton State College 2002 — 2003
Associate's degree, Education
Fair Haven Union 1998 — 2001
General, General
Sherri (Garver) Elliott's Edward Jones Experience February 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Wright & Filippis 2007 - 2012
Skills
Customer Service, Outlook, Administration, Data Entry, Documentation, Office Administration, Time Management
Education
Central Michigan University 1993 — 1997
Bachelor's degree, Family services
Northville high school 1989 — 1992
Diploma
Edward Jones February 2014 - Present
Wright & Filippis 2007 - 2012
Skills
Customer Service, Outlook, Administration, Data Entry, Documentation, Office Administration, Time Management
Education
Central Michigan University 1993 — 1997
Bachelor's degree, Family services
Northville high school 1989 — 1992
Diploma
Alexia McCalmont Alexia McCalmont's Edward Jones Experience May 2012 - August 2012
Job Assistant Project Manager
Industry Construction
Experience
Freedom Enterprise Inc September 2014 - May 2015
Howard Robson Inc September 2013 - August 2014
Heart of Forever, Inc January 2014 - July 2014
Canadochly Rebar Supply July 2013 - November 2013
Accountemps June 2013 - August 2013
Cedarville University September 2012 - May 2013
Becker Professional Review August 2011 - April 2013
Edward Jones May 2012 - August 2012
Cedarville University August 2011 - May 2012
Dollar Alley, Inc May 2007 - July 2011
Skills
Public Speaking, Organizational..., Team Leadership, Accounting, Web Design, Management, Youth Mentoring, Employee Training, Sales, Facebook, Social Networking, PowerPoint, Microsoft Office, Marketing Management, Website Development, Advertising, Social Media, Data Entry, Event Planning, Teamwork, Management skills, Great People Skills, Event Management, Fundraising, Customer Service, Microsoft Word, Nonprofits, Writing, Conducting Interviews, Able To Multi-task, Working With Children, Working With Students, Desire to Learn, Mentoring, Training & Development, Sage Timberline Office, Adobe Acrobat, ComputerEase, QuickBooks, Microsoft Project
Education
Cedarville University 2009 — 2013
Bachelor of Arts, Accounting, Marketing
Bob Jones Academy of Home Education 2000 — 2009
Freedom Enterprise Inc September 2014 - May 2015
Howard Robson Inc September 2013 - August 2014
Heart of Forever, Inc January 2014 - July 2014
Canadochly Rebar Supply July 2013 - November 2013
Accountemps June 2013 - August 2013
Cedarville University September 2012 - May 2013
Becker Professional Review August 2011 - April 2013
Edward Jones May 2012 - August 2012
Cedarville University August 2011 - May 2012
Dollar Alley, Inc May 2007 - July 2011
Skills
Public Speaking, Organizational..., Team Leadership, Accounting, Web Design, Management, Youth Mentoring, Employee Training, Sales, Facebook, Social Networking, PowerPoint, Microsoft Office, Marketing Management, Website Development, Advertising, Social Media, Data Entry, Event Planning, Teamwork, Management skills, Great People Skills, Event Management, Fundraising, Customer Service, Microsoft Word, Nonprofits, Writing, Conducting Interviews, Able To Multi-task, Working With Children, Working With Students, Desire to Learn, Mentoring, Training & Development, Sage Timberline Office, Adobe Acrobat, ComputerEase, QuickBooks, Microsoft Project
Education
Cedarville University 2009 — 2013
Bachelor of Arts, Accounting, Marketing
Bob Jones Academy of Home Education 2000 — 2009
Bryan Elliott Bryan Elliott's Edward Jones Experience February 2011 - August 2013
Job Second Lieutenant at US Army
Industry Military
Experience
US Army June 2014 - Present
Central Washington University June 2014 - January 2015
ASCWU-BOD June 2013 - June 2014
US Army September 2010 - June 2014
Edward Jones February 2011 - August 2013
ASCWU-BOD December 2012 - June 2013
Central Washington University 2010 - 2013
Albertsons July 2008 - June 2010
Skills
Customer Service, Discipline, Leadership, Clerical Skills, Time Management, Data Entry, Critical Thinking, Government, Leadership Development, Policy, Military, Public Speaking
Education
Central Washington University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
US Army June 2014 - Present
Central Washington University June 2014 - January 2015
ASCWU-BOD June 2013 - June 2014
US Army September 2010 - June 2014
Edward Jones February 2011 - August 2013
ASCWU-BOD December 2012 - June 2013
Central Washington University 2010 - 2013
Albertsons July 2008 - June 2010
Skills
Customer Service, Discipline, Leadership, Clerical Skills, Time Management, Data Entry, Critical Thinking, Government, Leadership Development, Policy, Military, Public Speaking
Education
Central Washington University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Rachel Bogner's Edward Jones Experience June 2014 - August 2014
Job Tutor at Central Michigan University
Industry Financial Services
Experience
Central Michigan University September 2015 - Present
Central Michigan University April 2015 - Present
The Village Cafe and Pub of Pentwater May 2012 - Present
Edward Jones June 2014 - August 2014
West Shore Community College April 2010 - June 2012
Skills
Lifeguarding, Cpr Certified, TIPS Trained, Critical Thinking, Time Management, PowerPoint, Cashiering, Microsoft Excel, Outlook, AED Certified, Microsoft Word, Communication, Bloomberg Terminal
Education
Central Michigan University 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Junior
West Shore Community College 2010 — 2012
Dual Enrollment
Central Michigan University September 2015 - Present
Central Michigan University April 2015 - Present
The Village Cafe and Pub of Pentwater May 2012 - Present
Edward Jones June 2014 - August 2014
West Shore Community College April 2010 - June 2012
Skills
Lifeguarding, Cpr Certified, TIPS Trained, Critical Thinking, Time Management, PowerPoint, Cashiering, Microsoft Excel, Outlook, AED Certified, Microsoft Word, Communication, Bloomberg Terminal
Education
Central Michigan University 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Junior
West Shore Community College 2010 — 2012
Dual Enrollment
Justin Hales CFP ® Justin Hales CFP ®'s Edward Jones Experience May 2004 - May 2008
Job CEO GreenRock
Industry Financial Services
Experience
GreenRock May 2008 - Present
Edward Jones May 2004 - May 2008
Stryker Medical January 2003 - December 2003
Skills
Strategic Financial..., Wealth Management..., Financial Planning, High Net Worth..., Financial Advisory, Retirement, Risk Management, Consultative Approach, Interdisciplinary..., Investments, Investment Management, Wealth Preservation..., Tax-advantaged..., Intergenerational..., Multi-generational..., Charitable Gift Planning, Business, Business Strategy, Business Planning, Financial Markets, Financial Analysis, Financial Services, Financial Risk, Finance, Financial Reporting, Financial Statements, Financial Modeling, Financial Audits, Personal Finance, Planning, Strategic Planning, Succession Planning, Consulting, Strategic Consulting, Investors, Investment Advisory, Investment Strategies, Return on Investment, Foreign Investment, Analysis, Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Solutions, Finance Consulting, Business Innovation, Business Advisory, Advisory Boards, Advising People
Education
Grand Valley State University 2011 — 2012
Seidman Financial Planning Certificate, Financial Planning and Services
Central Michigan University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
West Catholic High School
GreenRock May 2008 - Present
Edward Jones May 2004 - May 2008
Stryker Medical January 2003 - December 2003
Skills
Strategic Financial..., Wealth Management..., Financial Planning, High Net Worth..., Financial Advisory, Retirement, Risk Management, Consultative Approach, Interdisciplinary..., Investments, Investment Management, Wealth Preservation..., Tax-advantaged..., Intergenerational..., Multi-generational..., Charitable Gift Planning, Business, Business Strategy, Business Planning, Financial Markets, Financial Analysis, Financial Services, Financial Risk, Finance, Financial Reporting, Financial Statements, Financial Modeling, Financial Audits, Personal Finance, Planning, Strategic Planning, Succession Planning, Consulting, Strategic Consulting, Investors, Investment Advisory, Investment Strategies, Return on Investment, Foreign Investment, Analysis, Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Solutions, Finance Consulting, Business Innovation, Business Advisory, Advisory Boards, Advising People
Education
Grand Valley State University 2011 — 2012
Seidman Financial Planning Certificate, Financial Planning and Services
Central Michigan University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
West Catholic High School
Mike Brumleve Mike Brumleve's Edward Jones Experience November 1988 - February 1991
Job Business Development & Biologics Mgr @ Biomet TriState
Industry Medical Devices
Experience
Biomet TriState March 2013 - Present
Cardinal Carryor & Cardinal Integrated Systems February 2004 - February 2013
Cardinal Carryor 1996 - 2004
Scholtz Equipment & Sales Co. March 1991 - June 1996
Edward Jones November 1988 - February 1991
Skills
Logistics, Marketing Strategy, Marketing Communications, Material Handling, Team Building, Customer Service, P&L Management, Customer Satisfaction, Process Improvement, Business Development, Selling, Sales, Coaching, Manufacturing, Material Handling..., Budgets, Warehousing, Forecasting, Public Relations, Leadership, Cross-functional Team..., Warehouse Management, Key Account Management, Microsoft Office, Transportation, Solution Selling, Engineering, Cold Calling, Outside Sales, Team Leadership
Education
Centre College 1984 — 1988
BA in Economics, Business and Political Science
Biomet TriState March 2013 - Present
Cardinal Carryor & Cardinal Integrated Systems February 2004 - February 2013
Cardinal Carryor 1996 - 2004
Scholtz Equipment & Sales Co. March 1991 - June 1996
Edward Jones November 1988 - February 1991
Skills
Logistics, Marketing Strategy, Marketing Communications, Material Handling, Team Building, Customer Service, P&L Management, Customer Satisfaction, Process Improvement, Business Development, Selling, Sales, Coaching, Manufacturing, Material Handling..., Budgets, Warehousing, Forecasting, Public Relations, Leadership, Cross-functional Team..., Warehouse Management, Key Account Management, Microsoft Office, Transportation, Solution Selling, Engineering, Cold Calling, Outside Sales, Team Leadership
Education
Centre College 1984 — 1988
BA in Economics, Business and Political Science
Paige Clausen Paige Clausen's Edward Jones Experience August 2013 - December 2013
Job Financial Advisor Roberts Financial Services, Inc.
Industry Financial Services
Experience
Roberts Financial Services, Inc. December 2013 - Present
Edward Jones August 2013 - December 2013
Central Michigan University August 2008 - May 2013
The Pines Golf Course April 2012 - August 2012
Riverside Golf Club May 2009 - August 2011
Skills
Time Management, Marketing, Facebook, Social Networking, Social Media, Data Entry, Hospitality, Strategic Financial..., Organization, Microsoft CRM, Personal Financial..., Dimensions of..., Series 7
Education
Central Michigan University 2008 — 2013
Bachelor of Science; B.S.B.A, Business Administration; Personal Financial Planning
Roberts Financial Services, Inc. December 2013 - Present
Edward Jones August 2013 - December 2013
Central Michigan University August 2008 - May 2013
The Pines Golf Course April 2012 - August 2012
Riverside Golf Club May 2009 - August 2011
Skills
Time Management, Marketing, Facebook, Social Networking, Social Media, Data Entry, Hospitality, Strategic Financial..., Organization, Microsoft CRM, Personal Financial..., Dimensions of..., Series 7
Education
Central Michigan University 2008 — 2013
Bachelor of Science; B.S.B.A, Business Administration; Personal Financial Planning
Kyle Hall's Edward Jones Experience May 2014 - August 2014
Job President & CEO of Fountain City Group
Industry Marketing and Advertising
Experience
Fountain City Group May 2015 - Present
Capitol City Group October 2014 - April 2015
Edward Jones May 2014 - August 2014
Southside Consulting Group February 2014 - April 2014
Old Dominion Freight Line July 2013 - January 2014
Vector Marketing June 2011 - January 2014
IBM May 2010 - June 2012
All Links Communications May 2009 - August 2009
Skills
Management, Sales, Advertising, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Marketing Strategy, Microsoft Word, Marketing Research, Social Networking, Teamwork, Coaching, Social Media Marketing, Public Speaking, Time Management, Public Relations, Computers, Goal Oriented, Marketing Communications, Customer Service, Social Media, Communication, Strategic Planning, Training, Sales Management, Retail, Team Building, Entrepreneurship, Account Management, Leadership, Interviews, Market Research, New Business Development, Customer Satisfaction, Teaching, Project Management, Event Management, Facebook, Business Development, Strategy, Online Marketing, Online Advertising
Education
Castleton University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a concentration in management and marketing with a minor in statistics., Senior
Fountain City Group May 2015 - Present
Capitol City Group October 2014 - April 2015
Edward Jones May 2014 - August 2014
Southside Consulting Group February 2014 - April 2014
Old Dominion Freight Line July 2013 - January 2014
Vector Marketing June 2011 - January 2014
IBM May 2010 - June 2012
All Links Communications May 2009 - August 2009
Skills
Management, Sales, Advertising, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Marketing Strategy, Microsoft Word, Marketing Research, Social Networking, Teamwork, Coaching, Social Media Marketing, Public Speaking, Time Management, Public Relations, Computers, Goal Oriented, Marketing Communications, Customer Service, Social Media, Communication, Strategic Planning, Training, Sales Management, Retail, Team Building, Entrepreneurship, Account Management, Leadership, Interviews, Market Research, New Business Development, Customer Satisfaction, Teaching, Project Management, Event Management, Facebook, Business Development, Strategy, Online Marketing, Online Advertising
Education
Castleton University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a concentration in management and marketing with a minor in statistics., Senior
Alexis Folkerts's Edward Jones Experience 2013 - 2014
Job EnglishLanguage Arts Teacher
Industry Education Management
Experience
Green City R-1 School District March 2015 - Present
Albia Community School Dist September 2014 - March 2015
Hometown Fabricating May 2014 - March 2015
Pella Golf and Country Club January 2013 - August 2014
Smokey Row October 2012 - May 2014
Albia Community School District January 2013 - March 2014
Edward Jones 2013 - 2014
Edward Jones 2013 - 2014
Central College 2012 - 2014
Moravia School District April 2011 - October 2012
Skills
Student Development, Microsoft Office, Time Management, American History, iPad, Community Outreach, Public Speaking, Academic Tutoring, Integrating Technology..., Leadership, World History, Softball, Mac OS, Smartboard, Smartphones, Moodle, iTunes, OS X, Lesson Planning, Teamwork, Student Engagement, Mission Work, Android, Blackboard, Travel, Student Involvement, World War II, Archival Research, Human Relations, Historical Analysis, Team Leadership, Money Management, Google Docs, Event Planning, Microsoft Excel, Microsoft Word, Social Media, Educational Technology, PowerPoint, Sports Coaching, Planning, Organization Skills, Classroom Management, Budgeting, Customer Relations, Parent-Teacher..., Communication, iPhone, Language Arts, Business Education
Education
Central College 2011 — 2014
Bachelors of Arts, History
Albia Community High School 2006 — 2010
High School Deploma, High School
Green City R-1 School District March 2015 - Present
Albia Community School Dist September 2014 - March 2015
Hometown Fabricating May 2014 - March 2015
Pella Golf and Country Club January 2013 - August 2014
Smokey Row October 2012 - May 2014
Albia Community School District January 2013 - March 2014
Edward Jones 2013 - 2014
Edward Jones 2013 - 2014
Central College 2012 - 2014
Moravia School District April 2011 - October 2012
Skills
Student Development, Microsoft Office, Time Management, American History, iPad, Community Outreach, Public Speaking, Academic Tutoring, Integrating Technology..., Leadership, World History, Softball, Mac OS, Smartboard, Smartphones, Moodle, iTunes, OS X, Lesson Planning, Teamwork, Student Engagement, Mission Work, Android, Blackboard, Travel, Student Involvement, World War II, Archival Research, Human Relations, Historical Analysis, Team Leadership, Money Management, Google Docs, Event Planning, Microsoft Excel, Microsoft Word, Social Media, Educational Technology, PowerPoint, Sports Coaching, Planning, Organization Skills, Classroom Management, Budgeting, Customer Relations, Parent-Teacher..., Communication, iPhone, Language Arts, Business Education
Education
Central College 2011 — 2014
Bachelors of Arts, History
Albia Community High School 2006 — 2010
High School Deploma, High School
Ryan Biddinger Ryan Biddinger's Edward Jones Experience May 2014 - August 2014
Job Assurance Staff at Plante Moran
Industry Accounting
Experience
Plante Moran August 2015 - Present
Rinnova Coffee August 2011 - May 2015
Edward Jones May 2014 - August 2014
The Reynolds and Reynolds Company May 2013 - August 2013
Skills
Customer Service, Time Management, Teamwork, Access, Microsoft Word, Budgets, Sales, Finance, PowerPoint, Public Speaking
Education
Cedarville University 2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Plante Moran August 2015 - Present
Rinnova Coffee August 2011 - May 2015
Edward Jones May 2014 - August 2014
The Reynolds and Reynolds Company May 2013 - August 2013
Skills
Customer Service, Time Management, Teamwork, Access, Microsoft Word, Budgets, Sales, Finance, PowerPoint, Public Speaking
Education
Cedarville University 2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Andrew McGrath's Edward Jones Experience May 2004 - November 2005
Job Long Term Care Regional Director at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2015 - Present
Genworth Financial February 2014 - March 2015
EPI Advisors, LLC March 2007 - February 2014
Thrivent Financial for Lutherans November 2005 - March 2007
Edward Jones May 2004 - November 2005
Skills
Long-term Care, Retirement Planning, Life Insurance, Series 7, Retirement, Series 63, IRAs, 401k, Independent Planners..., Financial Services, Wirehouse Channel, Territory Management, Term Life Insurance, Consultative Sales, Life & Health Insurance..., Relationship Management, Sales & Marketing
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Marketing
Pacific Life Insurance Company March 2015 - Present
Genworth Financial February 2014 - March 2015
EPI Advisors, LLC March 2007 - February 2014
Thrivent Financial for Lutherans November 2005 - March 2007
Edward Jones May 2004 - November 2005
Skills
Long-term Care, Retirement Planning, Life Insurance, Series 7, Retirement, Series 63, IRAs, 401k, Independent Planners..., Financial Services, Wirehouse Channel, Territory Management, Term Life Insurance, Consultative Sales, Life & Health Insurance..., Relationship Management, Sales & Marketing
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Marketing
Don Chiodo Don Chiodo's Edward Jones Experience November 2004 - July 2014
Job Senior Financial Advisor with Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network July 2014 - Present
IMG College 2010 - 2015
Edward Jones November 2004 - July 2014
Skills
401 (k) Rollovers, Asset Allocation, Retirement Savings, Insurance, Retirement, Investments, Fixed-Income Strategies, Securities, Tax-Efficent Strategies, Stock Analysis, Mutual Funds, Indexed Annuities, Variable Annuities, Fixed Annuities, Risk Management, Wealth Preservation..., Mutligenerational..., Financial Advisory, Business-Owner Planning
Education
Central Michigan University
B.A.A., Broadcasting
Central Michigan University
Wells Fargo Advisors Financial Network July 2014 - Present
IMG College 2010 - 2015
Edward Jones November 2004 - July 2014
Skills
401 (k) Rollovers, Asset Allocation, Retirement Savings, Insurance, Retirement, Investments, Fixed-Income Strategies, Securities, Tax-Efficent Strategies, Stock Analysis, Mutual Funds, Indexed Annuities, Variable Annuities, Fixed Annuities, Risk Management, Wealth Preservation..., Mutligenerational..., Financial Advisory, Business-Owner Planning
Education
Central Michigan University
B.A.A., Broadcasting
Central Michigan University
Rich Driessnack, AAMS®'s Edward Jones Experience November 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Velde GM SuperCentre May 2006 - October 2007
Lowe's Home Improvement February 2006 - May 2006
Education
College for Financial Planning 2010 — 2010
AAMS, Asset Management
Cedarville University 2003 — 2006
Business, Athletic Training
Trinity International University 2001 — 2001
Edward Jones November 2007 - Present
Velde GM SuperCentre May 2006 - October 2007
Lowe's Home Improvement February 2006 - May 2006
Education
College for Financial Planning 2010 — 2010
AAMS, Asset Management
Cedarville University 2003 — 2006
Business, Athletic Training
Trinity International University 2001 — 2001
Amy (Rutt) Martin Amy (Rutt) Martin's Edward Jones Experience 2008 - 2010
Job Registered Sales Assistant at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors December 2014 - Present
Ephrata National Bank April 2010 - July 2014
Edward Jones 2008 - 2010
Skills
Customer Service, Event Planning, Series 7, Mutual Funds, Office Administration, Customer Satisfaction, Retail Banking, Building Relationships, Employee Relations, Consumer Lending, Sales, Financial Services, Investments, Wealth Management
Education
Shippensburg University of Pennsylvania 2003 — 2007
Communications/Journalism, Public Relations, Advertising, and Applied Communication
Central Pennsylvania College 2003 — 2003
Paralegal
Fulton Financial Advisors December 2014 - Present
Ephrata National Bank April 2010 - July 2014
Edward Jones 2008 - 2010
Skills
Customer Service, Event Planning, Series 7, Mutual Funds, Office Administration, Customer Satisfaction, Retail Banking, Building Relationships, Employee Relations, Consumer Lending, Sales, Financial Services, Investments, Wealth Management
Education
Shippensburg University of Pennsylvania 2003 — 2007
Communications/Journalism, Public Relations, Advertising, and Applied Communication
Central Pennsylvania College 2003 — 2003
Paralegal
Wade Aschbrenner Wade Aschbrenner's Edward Jones Experience October 2007 - March 2009
Job School Administration at Laurel Preparatory Academy
Industry Education Management
Experience
Altus Institute- Laurel Preparatory Academy March 2009 - Present
Edward Jones October 2007 - March 2009
Huntington Beach Union HSD June 1996 - June 2007
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Curriculum Design, Microsoft Excel, PowerPoint, Curriculum Development, Microsoft Word, Coaching, Strategic Planning, Higher Education, Social Media, Staff Development, Event Planning, Educational Leadership, English, Nonprofits, Educational Technology
Education
San Diego State University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government
Central Michigan University
Master of Arts (MA), Educational Leadership and Administration, General
Altus Institute- Laurel Preparatory Academy March 2009 - Present
Edward Jones October 2007 - March 2009
Huntington Beach Union HSD June 1996 - June 2007
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Curriculum Design, Microsoft Excel, PowerPoint, Curriculum Development, Microsoft Word, Coaching, Strategic Planning, Higher Education, Social Media, Staff Development, Event Planning, Educational Leadership, English, Nonprofits, Educational Technology
Education
San Diego State University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government
Central Michigan University
Master of Arts (MA), Educational Leadership and Administration, General
Colin Penitsch Colin Penitsch's Edward Jones Experience July 2011 - August 2012
Job Royalty Accountant at RealNetworks
Industry Computer Software
Experience
RealNetworks, Inc. December 2012 - Present
Edward Jones July 2011 - August 2012
RBC Wealth Management June 2010 - September 2010
Education
Central Washington University 2008 — 2012
Bachelor of Science (BS), Finance, General
RealNetworks, Inc. December 2012 - Present
Edward Jones July 2011 - August 2012
RBC Wealth Management June 2010 - September 2010
Education
Central Washington University 2008 — 2012
Bachelor of Science (BS), Finance, General
Stu Bradley Stu Bradley's Edward Jones Experience June 1993 - May 2009
Job Community OrganizerCareer Technical Education & STEM Advocate
Industry Program Development
Experience
Self Employed Community Organizer May 2009 - Present
International Bridge Authority April 2011 - December 2014
MIUpperHand, inc September 2010 - July 2012
Edward Jones June 1993 - May 2009
United States Air Force 1966 - 1992
Skills
Leadership, Community Development, Nonprofits, Economic Development, Public Speaking, Fundraising, Event Planning, Volunteer Management, Staff Development, Case Management, Community Outreach, Workshop Facilitation, Political Campaigns, Board Development, Strategic Planning, Public Policy, Conflict Resolution, Higher Education, Press Releases, Humor, Program Development, Policy, Leadership Development, Event Management, Government, Management, Non-profit..., Workforce Development, Media Relations, Social Networking, Politics, Small Business, Strategic Communications, Public Relations, Social Media, Philanthropy, Policy Analysis, Program Management, Administration, Legislative Relations, Career Technical ..., Grants
Education
Southern Illinois University, Edwardsville 1974 — 1976
Master of Business Administration (M.B.A.), Management
Central Michigan University 1961 — 1966
BS, Busines Management (Major) & Mathematics (Minor)
Ann Arbor University High 1958 — 1961
College Prep, General
Self Employed Community Organizer May 2009 - Present
International Bridge Authority April 2011 - December 2014
MIUpperHand, inc September 2010 - July 2012
Edward Jones June 1993 - May 2009
United States Air Force 1966 - 1992
Skills
Leadership, Community Development, Nonprofits, Economic Development, Public Speaking, Fundraising, Event Planning, Volunteer Management, Staff Development, Case Management, Community Outreach, Workshop Facilitation, Political Campaigns, Board Development, Strategic Planning, Public Policy, Conflict Resolution, Higher Education, Press Releases, Humor, Program Development, Policy, Leadership Development, Event Management, Government, Management, Non-profit..., Workforce Development, Media Relations, Social Networking, Politics, Small Business, Strategic Communications, Public Relations, Social Media, Philanthropy, Policy Analysis, Program Management, Administration, Legislative Relations, Career Technical ..., Grants
Education
Southern Illinois University, Edwardsville 1974 — 1976
Master of Business Administration (M.B.A.), Management
Central Michigan University 1961 — 1966
BS, Busines Management (Major) & Mathematics (Minor)
Ann Arbor University High 1958 — 1961
College Prep, General
Christopher D. Mills Christopher D. Mills's Edward Jones Experience July 2012 - December 2012
Job Independent Contractor, Realtor, Marketing and Advertising
Industry Marketing and Advertising
Experience
Broker's Realty April 2015 - Present
Broker's Realty April 2015 - Present
Enerfusion February 2015 - Present
Leading Transport Solutions October 2014 - April 2015
Keller Williams Realty, Inc. May 2013 - April 2015
Leading Transport Solutions January 2013 - April 2013
Edward Jones July 2012 - December 2012
Central Michigan University August 2009 - May 2012
U.S. Air Force October 2002 - April 2009
Skills
Project Management, Production Management, Professional..., Data Presentation, Teamwork, Team Leadership, International Relations, Administrative Work, Program Evaluation, Business Development, Production Managment, CRM, Time Management, Management, Sales, Budgets, Real Estate, Social Media Marketing, Multi-channel Marketing, Income Property Sales, Income Property..., Contract Negotiation, Networking, Property Management, Risk/Reward Analysis, Risk Management, Investments, Alternative Investments
Education
Central Michigan University 2009 — 2012
Bachelor of Science in Business Administration, Personal Financial Planning, Real Estate Finance, Professional Sales, Leadership Studies
Community College of the Air Force 2003 — 2005
Associates, Aviation Electronics; Electronics Theory
Broker's Realty April 2015 - Present
Broker's Realty April 2015 - Present
Enerfusion February 2015 - Present
Leading Transport Solutions October 2014 - April 2015
Keller Williams Realty, Inc. May 2013 - April 2015
Leading Transport Solutions January 2013 - April 2013
Edward Jones July 2012 - December 2012
Central Michigan University August 2009 - May 2012
U.S. Air Force October 2002 - April 2009
Skills
Project Management, Production Management, Professional..., Data Presentation, Teamwork, Team Leadership, International Relations, Administrative Work, Program Evaluation, Business Development, Production Managment, CRM, Time Management, Management, Sales, Budgets, Real Estate, Social Media Marketing, Multi-channel Marketing, Income Property Sales, Income Property..., Contract Negotiation, Networking, Property Management, Risk/Reward Analysis, Risk Management, Investments, Alternative Investments
Education
Central Michigan University 2009 — 2012
Bachelor of Science in Business Administration, Personal Financial Planning, Real Estate Finance, Professional Sales, Leadership Studies
Community College of the Air Force 2003 — 2005
Associates, Aviation Electronics; Electronics Theory
Anthony Yuncker Anthony Yuncker's Edward Jones Experience August 2011 - February 2013
Job Financial Advisor
Industry Financial Services
Experience
VALIC September 2013 - Present
Edward Jones August 2011 - February 2013
Skills
Series 7, Series 66, Licensed Life & Health..., Variable Annuities, Uniform Combined State..., Fixed Annuities, Strategic Financial..., Insurance, Investments, Wealth Management
Education
Central Michigan University 2004 — 2010
Bachelor of Science (B.S.), Finance, General
VALIC September 2013 - Present
Edward Jones August 2011 - February 2013
Skills
Series 7, Series 66, Licensed Life & Health..., Variable Annuities, Uniform Combined State..., Fixed Annuities, Strategic Financial..., Insurance, Investments, Wealth Management
Education
Central Michigan University 2004 — 2010
Bachelor of Science (B.S.), Finance, General
Elijah Rothrock Elijah Rothrock's Edward Jones Experience May 2012 - August 2012
Job Staff Accountant at Padden Guerrini & Associates P.C. CPAs
Industry Accounting
Experience
Padden Guerrini & Associates P.C. CPAs January 2014 - Present
Jockey International, Inc. November 2012 - December 2013
Edward Jones May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Carthage College 2010 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Shippensburg University of Pennsylvania 2009 — 2010
Padden Guerrini & Associates P.C. CPAs January 2014 - Present
Jockey International, Inc. November 2012 - December 2013
Edward Jones May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Carthage College 2010 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Shippensburg University of Pennsylvania 2009 — 2010
Anna Aiken Anna Aiken's Edward Jones Experience September 2013 - May 2014
Job Program and Sales Assistant at Total Event Resources
Industry Events Services
Experience
Total Event Resources January 2015 - Present
City of Mt. Pleasant, Michigan May 2014 - Present
Edward Jones September 2013 - May 2014
Hobby Lobby March 2011 - December 2012
Challis Hot Springs May 2012 - August 2012
Skills
Special Events..., Organization &..., Client Relations Skills, Meeting Planning, Travel Arrangements, Program Budgeting, Microsoft Office, Facebook, Twitter, Leadership, Teamwork
Education
Central Michigan University 2013 — 2015
Bachelor of Applied Arts (B.A.A.), Recreation and Event Managment with a Minor in Hospitality Business
Lansing Community College 2009 — 2012
Associate's degree
Total Event Resources January 2015 - Present
City of Mt. Pleasant, Michigan May 2014 - Present
Edward Jones September 2013 - May 2014
Hobby Lobby March 2011 - December 2012
Challis Hot Springs May 2012 - August 2012
Skills
Special Events..., Organization &..., Client Relations Skills, Meeting Planning, Travel Arrangements, Program Budgeting, Microsoft Office, Facebook, Twitter, Leadership, Teamwork
Education
Central Michigan University 2013 — 2015
Bachelor of Applied Arts (B.A.A.), Recreation and Event Managment with a Minor in Hospitality Business
Lansing Community College 2009 — 2012
Associate's degree
Danyelle Burns Danyelle Burns's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2012 - Present
Centennial Plastics July 2006 - December 2011
US Poly April 2003 - July 2006
PW Eagle February 2000 - April 2003
Education
Central Community College 1997 — 1999
Business Management/Sales and Marketing; General Studies
Edward Jones March 2012 - Present
Centennial Plastics July 2006 - December 2011
US Poly April 2003 - July 2006
PW Eagle February 2000 - April 2003
Education
Central Community College 1997 — 1999
Business Management/Sales and Marketing; General Studies
Mack Kersey Mack Kersey's Edward Jones Experience June 2013 - Present
Job Student at University of Kentucky
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Teamwork, Financial Analysis, Critical Thinking
Education
University of Kentucky 2012 — 2013
Master of Business Administration (MBA)
Centre College 2008 — 2012
Bachelor of Arts (BA), History, Government
Lexington Catholic 2004 — 2008
Edward Jones June 2013 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Teamwork, Financial Analysis, Critical Thinking
Education
University of Kentucky 2012 — 2013
Master of Business Administration (MBA)
Centre College 2008 — 2012
Bachelor of Arts (BA), History, Government
Lexington Catholic 2004 — 2008
Jacqueline Haefs Jacqueline Haefs's Edward Jones Experience October 2007 - April 2011
Job Executive Assistant Finance, UTC Aerospace Systems
Industry Executive Office
Experience
UTC Aerospace Systems November 2013 - Present
UTC Aerospace Systems April 2011 - November 2013
Edward Jones October 2007 - April 2011
People's United Bank 2007 - 2008
The Home Depot 2003 - 2007
The Bushnell Center for the Performing Arts 2004 - 2005
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Social Media, Outlook, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Public Relations, Access, Onboarding, Process Improvement
Education
Central Connecticut State University 2005 — 2007
Bachelors, Communication/Public Relations
Manchester Community College 2002 — 2004
Associates Degree, Journalism
UTC Aerospace Systems November 2013 - Present
UTC Aerospace Systems April 2011 - November 2013
Edward Jones October 2007 - April 2011
People's United Bank 2007 - 2008
The Home Depot 2003 - 2007
The Bushnell Center for the Performing Arts 2004 - 2005
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Social Media, Outlook, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Public Relations, Access, Onboarding, Process Improvement
Education
Central Connecticut State University 2005 — 2007
Bachelors, Communication/Public Relations
Manchester Community College 2002 — 2004
Associates Degree, Journalism
Bryce Calvert's Edward Jones Experience 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Fidelity Investments June 1998 - February 2009
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance
Centre College 1994 — 1998
Bachelor of Science, Economics
Covington Catholic High School
Edward Jones 2009 - Present
Fidelity Investments June 1998 - February 2009
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance
Centre College 1994 — 1998
Bachelor of Science, Economics
Covington Catholic High School
Bradley Borough Bradley Borough's Edward Jones Experience July 2009 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
UBS December 2013 - Present
Edward Jones July 2009 - December 2013
US Census Bureau June 2006 - June 2009
Hilliard Lyons January 2006 - June 2006
Education
University of Louisville 2007 — 2009
MBA, Business Administration
Centre College 2002 — 2006
BS, Economics
UBS December 2013 - Present
Edward Jones July 2009 - December 2013
US Census Bureau June 2006 - June 2009
Hilliard Lyons January 2006 - June 2006
Education
University of Louisville 2007 — 2009
MBA, Business Administration
Centre College 2002 — 2006
BS, Economics
Doug Schranck Doug Schranck's Edward Jones Experience March 2013 - August 2014
Job Assistant Men's and Women's Swimming and Diving Coach at Drury University
Industry Sports
Experience
Arizona State University August 2014 - June 2015
Edward Jones March 2013 - August 2014
Edward Jones July 2012 - March 2013
Sunset Hills Country Club May 2010 - September 2011
Education
Carthage College 2008 — 2012
Bachelors of Arts, Finance and Management
Arizona State University August 2014 - June 2015
Edward Jones March 2013 - August 2014
Edward Jones July 2012 - March 2013
Sunset Hills Country Club May 2010 - September 2011
Education
Carthage College 2008 — 2012
Bachelors of Arts, Finance and Management
Aaron Yohn's Edward Jones Experience May 2008 - February 2013
Job Group Sales Representative at AFLAC
Industry Insurance
Experience
Aflac June 2015 - Present
Mercer Management Consulting March 2014 - June 2015
LPL Financial February 2013 - March 2014
Edward Jones May 2008 - February 2013
BASF,NextSource May 2007 - April 2008
Skills
Strategic Financial..., Wealth Management, Finance, Retirement Planning, Training, Investments, CRM, Sales, Chemical Testing, Employee Benefits, Benefits Design, Voluntary Employee..., Defined Contribution, Private Exchanges, Benefits Administration, Benefits Compliance, Affordable Care Act
Education
Centenary College of Louisiana 2003 — 2007
Bachelor of Science (BS), Double Major: Finance and Business Administration, Minor: Spanish
Aflac June 2015 - Present
Mercer Management Consulting March 2014 - June 2015
LPL Financial February 2013 - March 2014
Edward Jones May 2008 - February 2013
BASF,NextSource May 2007 - April 2008
Skills
Strategic Financial..., Wealth Management, Finance, Retirement Planning, Training, Investments, CRM, Sales, Chemical Testing, Employee Benefits, Benefits Design, Voluntary Employee..., Defined Contribution, Private Exchanges, Benefits Administration, Benefits Compliance, Affordable Care Act
Education
Centenary College of Louisiana 2003 — 2007
Bachelor of Science (BS), Double Major: Finance and Business Administration, Minor: Spanish
Edward Saidah, Pl. Fin., CFP, CLU's Edward Jones Experience February 2014 - Present
Job Investment Advisor/Conseiller en placements
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Raymond James Ltd. April 2013 - January 2014
Investors Group August 2003 - February 2013
The Lansdowne Center February 1995 - July 2003
St-George's High School of Montreal September 1997 - June 2001
Concordia University January 1996 - January 1998
James Lyng High School January 1994 - January 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Planners, Investment Strategies, Life Insurance, Wealth Management..., Risk Management, Securities, Disability Insurance, Retirement, Segregated Funds, Fixed Annuities, Financial Services, Personal Financial..., Portfolio Management, Asset Allocation, Pensions, Income Protection, Finance, Personal Finance, High Net Worth..., Long-term Care, Fund Raising, Financial Planning, Insurance Planning, Insurance, Tax, Asset Management, Financial Advisory, Investment Advisory, Equities, Wealth, Financial Markets
Education
Institut quebecois de planification financiere 2013 — 2013
Planificateur Financier/Financial Planner, Financial Planning and Services
Advocis 2010 — 2013
CLU, Tax, Law & Advanced Estate Planning
FPSC 2006 — 2006
CFP, Financial Planning
Canadian Securities Institue 2002 — 2013
WME, CPH and CSC courses, Financial Planning
Concordia University 1992 — 2000
MTM, B.Sc., Mathematics Education
CEGEP DE MATANE 2012 — 2012
GROUP ANNUITY Course, N/A
CEGEP - John Abbott College 1989 — 1992
DEC, Pure and Applied Sciences
HOWARD S BILLINGS 1984 — 1989
DES, General Studies
Edward Jones February 2014 - Present
Raymond James Ltd. April 2013 - January 2014
Investors Group August 2003 - February 2013
The Lansdowne Center February 1995 - July 2003
St-George's High School of Montreal September 1997 - June 2001
Concordia University January 1996 - January 1998
James Lyng High School January 1994 - January 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Planners, Investment Strategies, Life Insurance, Wealth Management..., Risk Management, Securities, Disability Insurance, Retirement, Segregated Funds, Fixed Annuities, Financial Services, Personal Financial..., Portfolio Management, Asset Allocation, Pensions, Income Protection, Finance, Personal Finance, High Net Worth..., Long-term Care, Fund Raising, Financial Planning, Insurance Planning, Insurance, Tax, Asset Management, Financial Advisory, Investment Advisory, Equities, Wealth, Financial Markets
Education
Institut quebecois de planification financiere 2013 — 2013
Planificateur Financier/Financial Planner, Financial Planning and Services
Advocis 2010 — 2013
CLU, Tax, Law & Advanced Estate Planning
FPSC 2006 — 2006
CFP, Financial Planning
Canadian Securities Institue 2002 — 2013
WME, CPH and CSC courses, Financial Planning
Concordia University 1992 — 2000
MTM, B.Sc., Mathematics Education
CEGEP DE MATANE 2012 — 2012
GROUP ANNUITY Course, N/A
CEGEP - John Abbott College 1989 — 1992
DEC, Pure and Applied Sciences
HOWARD S BILLINGS 1984 — 1989
DES, General Studies
David Malin, Sr.'s Edward Jones Experience June 2006 - March 2007
Job Business & Operations Administrator at Keys for Kids Ministries and Principal at Rogue River Accounting and Tax Services
Industry Nonprofit Organization Management
Experience
Keys for Kids Ministries May 2012 - Present
Rogue River Accounting (formerly Advantage One Accounting & Tax) February 2007 - Present
Cornerstone University - Professional and Graduate Studies March 2007 - February 2014
Edward Jones June 2006 - March 2007
Cornerstone University August 2000 - February 2006
Northern Christian Radio, dba "The Promise FM" March 1984 - August 2000
Mission Network News November 1990 - July 1991
Skills
Business Development, Executive Management, Project Management, Small Business..., Non-profit Executive..., Small Business tax and..., Fundraising, University Teaching, Small Business, Accounting, Consulting, Non-profits, Leadership, Nonprofits, Strategy, Community Outreach, Management, Budgets, Program Management, Entrepreneurship, Public Speaking, Leadership Development
Education
Central Michigan University 1969 — 1973
B.S., Broadcast and Cinematic Arts
Davison High School 1965 — 1969
Grand Valley State University
Accounting
Keys for Kids Ministries May 2012 - Present
Rogue River Accounting (formerly Advantage One Accounting & Tax) February 2007 - Present
Cornerstone University - Professional and Graduate Studies March 2007 - February 2014
Edward Jones June 2006 - March 2007
Cornerstone University August 2000 - February 2006
Northern Christian Radio, dba "The Promise FM" March 1984 - August 2000
Mission Network News November 1990 - July 1991
Skills
Business Development, Executive Management, Project Management, Small Business..., Non-profit Executive..., Small Business tax and..., Fundraising, University Teaching, Small Business, Accounting, Consulting, Non-profits, Leadership, Nonprofits, Strategy, Community Outreach, Management, Budgets, Program Management, Entrepreneurship, Public Speaking, Leadership Development
Education
Central Michigan University 1969 — 1973
B.S., Broadcast and Cinematic Arts
Davison High School 1965 — 1969
Grand Valley State University
Accounting
Cyndi Newburn, MBA's Edward Jones Experience June 2009 - December 2012
Job Financial Solutions for Greg Geryak's Farmers Insurance Agency
Industry Financial Services
Experience
Farmers Insurance June 2013 - Present
Edward Jones June 2009 - December 2012
Toastmasters International 2000 - 2009
VistaCare Hospice Foundation March 2006 - September 2008
SRP 1997 - 2006
SRP May 2003 - May 2005
New West Energy (SRP) February 2000 - May 2003
Skills
Marketing, Analysis, Energy, Training, Leadership, Program Management, Strategic Planning, Change Management, Leadership Development, Team Leadership, Organizational..., Management, Project Management, Coaching, Team Building, Organizational Structure, Strategic Financial..., Financial Markets, Financial Risk, Motivational Speaking, Public Speaking, Dynamic Speaker, Small Business, Project Planning, Budgets, Banking, Process Improvement, Customer Service, Strategy, Sales, Finance, Insurance, Entrepreneurship, Management Consulting, Financial Analysis, Business Process..., Business Planning, Risk Management, Business Analysis, Operations Management, Policy, Business Strategy, Performance Management, Start-ups, Negotiation, New Business Development
Education
Western International University 2002 — 2005
MBA, Management
Western International University 2001 — 2002
BS, Management
Central Washington University 1964 — 1966
Psychology
Farmers Insurance June 2013 - Present
Edward Jones June 2009 - December 2012
Toastmasters International 2000 - 2009
VistaCare Hospice Foundation March 2006 - September 2008
SRP 1997 - 2006
SRP May 2003 - May 2005
New West Energy (SRP) February 2000 - May 2003
Skills
Marketing, Analysis, Energy, Training, Leadership, Program Management, Strategic Planning, Change Management, Leadership Development, Team Leadership, Organizational..., Management, Project Management, Coaching, Team Building, Organizational Structure, Strategic Financial..., Financial Markets, Financial Risk, Motivational Speaking, Public Speaking, Dynamic Speaker, Small Business, Project Planning, Budgets, Banking, Process Improvement, Customer Service, Strategy, Sales, Finance, Insurance, Entrepreneurship, Management Consulting, Financial Analysis, Business Process..., Business Planning, Risk Management, Business Analysis, Operations Management, Policy, Business Strategy, Performance Management, Start-ups, Negotiation, New Business Development
Education
Western International University 2002 — 2005
MBA, Management
Western International University 2001 — 2002
BS, Management
Central Washington University 1964 — 1966
Psychology
Allison Mesa's Edward Jones Experience December 2005 - June 2007
Job Star Designer at Celebrating Home
Industry Consumer Goods
Experience
Celebrating Home August 2006 - Present
Edward Jones December 2005 - June 2007
Education
Central Washington University 1998 — 2002
Celebrating Home August 2006 - Present
Edward Jones December 2005 - June 2007
Education
Central Washington University 1998 — 2002
Pat Birgy's Edward Jones Experience May 2008 - October 2011
Job North America Finance Operations Manager at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company December 2014 - Present
Michigan Army National Guard September 2014 - Present
MP Fit Club, LLC July 2014 - Present
The Dow Chemical Company October 2011 - November 2014
US Army Reserves March 1989 - September 2014
Edward Jones May 2008 - October 2011
Dow Chemical September 2002 - May 2008
Kellogg Company March 2001 - September 2002
Kids First! Yes! March 2000 - March 2001
Michigan Republican Party September 1999 - February 2000
Skills
Risk Assessment, Risk Management, Internal Controls, Process Improvement, Cost Accounting
Education
Central Michigan University 1992 — 1996
BSBA, Accounting
The Dow Chemical Company December 2014 - Present
Michigan Army National Guard September 2014 - Present
MP Fit Club, LLC July 2014 - Present
The Dow Chemical Company October 2011 - November 2014
US Army Reserves March 1989 - September 2014
Edward Jones May 2008 - October 2011
Dow Chemical September 2002 - May 2008
Kellogg Company March 2001 - September 2002
Kids First! Yes! March 2000 - March 2001
Michigan Republican Party September 1999 - February 2000
Skills
Risk Assessment, Risk Management, Internal Controls, Process Improvement, Cost Accounting
Education
Central Michigan University 1992 — 1996
BSBA, Accounting
Elizabeth Hamaker's Edward Jones Experience August 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
ReachLocal July 2010 - September 2011
ReachLocal December 2008 - July 2010
ReachLocal May 2007 - December 2008
Education
Centenary College of Louisiana
Bachelor's Degree
Edward Jones August 2011 - Present
ReachLocal July 2010 - September 2011
ReachLocal December 2008 - July 2010
ReachLocal May 2007 - December 2008
Education
Centenary College of Louisiana
Bachelor's Degree
Allison Mesa's Edward Jones Experience December 2005 - May 2007
Job Opportunity Advocate at Localloop Global, Inc.
Industry Marketing and Advertising
Experience
Localloop Global, Inc. January 2014 - Present
Celebrating Home March 2009 - May 2014
Localloop Global, Inc. June 2013 - January 2014
Home Interiors and Gifts August 2006 - February 2009
Edward Jones December 2005 - May 2007
Sobel and Associates September 2004 - December 2005
Skills
Jewelry, Customer Service, Parties, Advertising, Marketing, Event Planning, Social Media Marketing, Lead Generation, Small Business, Time Management, Online Advertising, Entrepreneurship, Public Relations, Training, Sales, Microsoft Word, Leadership
Education
Central Washington University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Edmonds Community College 1993 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Monroe High School 1989 — 1993
Diploma, General Studies
Localloop Global, Inc. January 2014 - Present
Celebrating Home March 2009 - May 2014
Localloop Global, Inc. June 2013 - January 2014
Home Interiors and Gifts August 2006 - February 2009
Edward Jones December 2005 - May 2007
Sobel and Associates September 2004 - December 2005
Skills
Jewelry, Customer Service, Parties, Advertising, Marketing, Event Planning, Social Media Marketing, Lead Generation, Small Business, Time Management, Online Advertising, Entrepreneurship, Public Relations, Training, Sales, Microsoft Word, Leadership
Education
Central Washington University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Edmonds Community College 1993 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Monroe High School 1989 — 1993
Diploma, General Studies
Chris Pridnia's Edward Jones Experience July 1988 - January 2004
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc Member FINRA/SIPC January 2004 - Present
Edward Jones July 1988 - January 2004
Skills
Retirement Planning, Retirement, Wealth Management, Financial Planning, Mutual Funds, Investments, Series 7, Financial Advisory, Strategic Financial..., Finance, Portfolio Management, Asset Allocation, Securities, Fixed Annuities, 401k, IRAs, Investment Advisory, Series 63, Variable Annuities, Pensions, Insurance, Uniform Combined State..., Small Business, FINRA, ETFs, Financial Planners, Investment Strategies, Risk Management, Wealth Management..., Defined Benefit, Bonds, Series 24, Wealth, Personal Financial..., Employee Benefits, Estate Planning, Alternative Investments
Education
Central Michigan University 1983 — 1987
BS, Statistics
Raymond James Financial Services Inc Member FINRA/SIPC January 2004 - Present
Edward Jones July 1988 - January 2004
Skills
Retirement Planning, Retirement, Wealth Management, Financial Planning, Mutual Funds, Investments, Series 7, Financial Advisory, Strategic Financial..., Finance, Portfolio Management, Asset Allocation, Securities, Fixed Annuities, 401k, IRAs, Investment Advisory, Series 63, Variable Annuities, Pensions, Insurance, Uniform Combined State..., Small Business, FINRA, ETFs, Financial Planners, Investment Strategies, Risk Management, Wealth Management..., Defined Benefit, Bonds, Series 24, Wealth, Personal Financial..., Employee Benefits, Estate Planning, Alternative Investments
Education
Central Michigan University 1983 — 1987
BS, Statistics
Alex Durbin, CFA's Edward Jones Experience July 2009 - November 2010
Job Associate at Windsor Advisory Group
Industry Financial Services
Experience
Windsor Advisory Group April 2015 - Present
Huntington National Bank November 2013 - April 2015
Huntington National Bank November 2012 - November 2013
Huntington National Bank July 2011 - November 2012
Edward Jones July 2009 - November 2010
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Investments, Wealth Management, Uniform Combined State..., Portfolio Management, Equities, Finance, Fixed Income, Investment Strategies, Securities, Alternative Investments
Education
Ohio University 2012 — 2013
Master of Financial Economics (MFE)
Cedarville University 2005 — 2009
B.A., Finance
Windsor Advisory Group April 2015 - Present
Huntington National Bank November 2013 - April 2015
Huntington National Bank November 2012 - November 2013
Huntington National Bank July 2011 - November 2012
Edward Jones July 2009 - November 2010
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Investments, Wealth Management, Uniform Combined State..., Portfolio Management, Equities, Finance, Fixed Income, Investment Strategies, Securities, Alternative Investments
Education
Ohio University 2012 — 2013
Master of Financial Economics (MFE)
Cedarville University 2005 — 2009
B.A., Finance
Lynne Bosch's Edward Jones Experience April 2013 - Present
Job Edward Jones Investments
Industry Investment Banking
Experience
Edward Jones April 2013 - Present
Holland Sentinel September 2012 - April 2013
The Monroe Publishing Company March 2001 - September 2012
Skills
Social Media, Facebook, Magazines, Marketing Strategy, Editing, AP Style, Advertising, Leadership, Newspapers, Public Relations, Customer Service, Social Media Marketing, Social Networking, Microsoft Office
Education
Central Michigan University 1993 — 1997
Edward Jones April 2013 - Present
Holland Sentinel September 2012 - April 2013
The Monroe Publishing Company March 2001 - September 2012
Skills
Social Media, Facebook, Magazines, Marketing Strategy, Editing, AP Style, Advertising, Leadership, Newspapers, Public Relations, Customer Service, Social Media Marketing, Social Networking, Microsoft Office
Education
Central Michigan University 1993 — 1997
Jeffrey Mansell's Edward Jones Experience May 2008 - 2009
Job General Partner at Kodiak Capital Partners LP
Industry Investment Management
Experience
Kodiak Capital Partners LP June 2011 - Present
Trilogy Financial Services April 2009 - May 2011
US Census Bureau 2009 - 2009
Edward Jones May 2008 - 2009
Wells Fargo Bank June 2005 - September 2007
Costco Wholesale July 2001 - January 2005
Skills
Investments, Mutual Funds, Leadership, Financial Analysis
Education
Cerritos College 2006 — 2008
Kodiak Capital Partners LP June 2011 - Present
Trilogy Financial Services April 2009 - May 2011
US Census Bureau 2009 - 2009
Edward Jones May 2008 - 2009
Wells Fargo Bank June 2005 - September 2007
Costco Wholesale July 2001 - January 2005
Skills
Investments, Mutual Funds, Leadership, Financial Analysis
Education
Cerritos College 2006 — 2008
Shawn Rowles's Edward Jones Experience June 2001 - May 2004
Job Family Life Pastor at Northshore Community Church
Industry Religious Institutions
Experience
Northshore Community Church January 2014 - Present
Northshore Community Church January 2010 - January 2014
Northshore Community Church May 2007 - January 2010
Seattle/Eastside Youth for Christ June 2004 - May 2007
Edward Jones June 2001 - May 2004
Stanwood Area Youth for Christ April 1995 - April 2001
Skills
Preaching, Teaching, Team Building, Public Speaking, Leadership Development, Non-profits, Customer Service, Fundraising, Coaching, Theology, Pastoral Care, Discipleship, Biblical Studies, Event Planning, Counseling, Missions, Pastoral Counseling, Strategic Planning, Youth Ministry, Problem Solving, Small Groups, Community Outreach, Spiritual Direction, Church Growth, Volunteer Management, Team Leadership, Administration, Conflict Resolution, Organizational..., Elite, Hermeneutics, Evangelism, Bible, Psychotherapy, Gospel, Religion, Apologetics, Pastoral, Chaplaincy, Nonprofits, Expository Preaching, Program Development, System Administration, Religious Studies
Education
Bakke Graduate University 2005 — 2011
Masters of Theology, Biblical Theology
Central Washington University 1991 — 1992
Education, Education
Northshore Community Church January 2014 - Present
Northshore Community Church January 2010 - January 2014
Northshore Community Church May 2007 - January 2010
Seattle/Eastside Youth for Christ June 2004 - May 2007
Edward Jones June 2001 - May 2004
Stanwood Area Youth for Christ April 1995 - April 2001
Skills
Preaching, Teaching, Team Building, Public Speaking, Leadership Development, Non-profits, Customer Service, Fundraising, Coaching, Theology, Pastoral Care, Discipleship, Biblical Studies, Event Planning, Counseling, Missions, Pastoral Counseling, Strategic Planning, Youth Ministry, Problem Solving, Small Groups, Community Outreach, Spiritual Direction, Church Growth, Volunteer Management, Team Leadership, Administration, Conflict Resolution, Organizational..., Elite, Hermeneutics, Evangelism, Bible, Psychotherapy, Gospel, Religion, Apologetics, Pastoral, Chaplaincy, Nonprofits, Expository Preaching, Program Development, System Administration, Religious Studies
Education
Bakke Graduate University 2005 — 2011
Masters of Theology, Biblical Theology
Central Washington University 1991 — 1992
Education, Education
Michelle Wallis-Trentadue's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Accounting
Experience
Edward Jones April 2015 - Present
Michelle Trentadue Accounting Services September 2011 - April 2015
Targeting Accounting January 2013 - December 2014
Rowie Walker Accounting Services January 2011 - August 2011
Eurovintage International April 2008 - December 2010
NATIONAL Public Relations August 1994 - October 2007
Audience Communication and Events 2000 - 2001
Skills
Certified QuickBooks...
Education
Centennial College
Edward Jones April 2015 - Present
Michelle Trentadue Accounting Services September 2011 - April 2015
Targeting Accounting January 2013 - December 2014
Rowie Walker Accounting Services January 2011 - August 2011
Eurovintage International April 2008 - December 2010
NATIONAL Public Relations August 1994 - October 2007
Audience Communication and Events 2000 - 2001
Skills
Certified QuickBooks...
Education
Centennial College
Martin Zofko's Edward Jones Experience August 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2004 - Present
Delphi Automotive Systems January 1995 - September 2003
Packard Electric 1985 - 1992
Education
Case Western Reserve University 1965 — 1969
Edward Jones August 2004 - Present
Delphi Automotive Systems January 1995 - September 2003
Packard Electric 1985 - 1992
Education
Case Western Reserve University 1965 — 1969
Bret Doerring's Edward Jones Experience Director Purchasing - North AmericaMaytag CorporationJune 1987 - February 2000
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Director Purchasing - North AmericaMaytag CorporationJune 1987 - February 2000
Education
Central College 1983 — 1987
BA, Accounting
Edward Jones Director Purchasing - North AmericaMaytag CorporationJune 1987 - February 2000
Education
Central College 1983 — 1987
BA, Accounting
James Neurohr's Edward Jones Experience September 2009 - August 2010
Job Regional Sales Manager IGT Aftermarket Sales at PW Power Systems Mitsubishi Heavy Industries
Industry Oil & Energy
Experience
PW Power Systems - Mitsubishi Heavy Industries, LTD. June 2013 - Present
Pratt & Whitney April 2013 - June 2013
ProEnergy Services January 2011 - April 2013
Avalon Institute July 2010 - November 2010
Edward Jones September 2009 - August 2010
Central Michigan University 2004 - 2009
KAMAX Werke May 2008 - August 2008
Kamax LP May 2005 - August 2008
Kamax LP May 2005 - August 2008
Skills
Microsoft Office, Energy, Gas Turbines, Steam Turbines, Power Generation, German, Sales, Business Development, Cold Calling, Negotiation, Account Management, Contract Management, Supervisory Skills, Leadership, Engineering, Contract Negotiation
Education
Central Michigan University 2004 — 2009
BSBA, International Business
Flint Kearsley High School
PW Power Systems - Mitsubishi Heavy Industries, LTD. June 2013 - Present
Pratt & Whitney April 2013 - June 2013
ProEnergy Services January 2011 - April 2013
Avalon Institute July 2010 - November 2010
Edward Jones September 2009 - August 2010
Central Michigan University 2004 - 2009
KAMAX Werke May 2008 - August 2008
Kamax LP May 2005 - August 2008
Kamax LP May 2005 - August 2008
Skills
Microsoft Office, Energy, Gas Turbines, Steam Turbines, Power Generation, German, Sales, Business Development, Cold Calling, Negotiation, Account Management, Contract Management, Supervisory Skills, Leadership, Engineering, Contract Negotiation
Education
Central Michigan University 2004 — 2009
BSBA, International Business
Flint Kearsley High School
Bryce Wynn's Edward Jones Experience SeargentUS ArmyAugust 2002 - August 2005
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones SeargentUS ArmyAugust 2002 - August 2005
Education
Central Washington University 1998 — 2001
BA, Political Science
Edward Jones SeargentUS ArmyAugust 2002 - August 2005
Education
Central Washington University 1998 — 2001
BA, Political Science
STAN SCHOONMAKER's Edward Jones Experience October 1984 - Present
Job FINANCIAL ADVISOR at EDWARD JONES
Industry Financial Services
Experience
EDWARD JONES October 1984 - Present
Education
Catawba College 1968 — 1972
BS, BUSINESS
EDWARD JONES October 1984 - Present
Education
Catawba College 1968 — 1972
BS, BUSINESS
Ford Thompson's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Investments, Retirement Planning, Financial Analysis, Leadership, Management, Strategic Planning, Strategy, Portfolio Management, Wealth Management, Mutual Funds, Retirement, Asset Management, Business Development, Financial Planning
Education
Centenary College of Louisiana
Bachelor of Business Administration (BBA), Economics
University of Arkansas at Little Rock
Master of Business Administration (MBA), Marketing/Marketing Management, General
Edward Jones
Skills
Investments, Retirement Planning, Financial Analysis, Leadership, Management, Strategic Planning, Strategy, Portfolio Management, Wealth Management, Mutual Funds, Retirement, Asset Management, Business Development, Financial Planning
Education
Centenary College of Louisiana
Bachelor of Business Administration (BBA), Economics
University of Arkansas at Little Rock
Master of Business Administration (MBA), Marketing/Marketing Management, General
Kim (Francisco) DeCarolis's Edward Jones Experience August 2007 - May 2008
Job Director of Retail Compliance at ANXeBusiness
Industry Security and Investigations
Experience
ANXeBusiness April 2014 - Present
ANXeBusiness August 2012 - April 2014
ANXeBusiness February 2010 - August 2012
Wink Marketing December 2006 - March 2011
JPMorgan Chase January 2009 - December 2009
Aldo Group October 2008 - February 2009
Mass Mutual May 2008 - September 2008
Edward Jones August 2007 - May 2008
DTE Energy May 2006 - August 2006
Wild Pair Shoe May 2002 - January 2006
Skills
Event Planning, Advertising, Promotions, Account Management, Customer Relations, Marketing Strategy, Strategic Planning, Team Building, Social Media, Teamwork, PowerPoint, Public Relations, Marketing Communications, Social Media Marketing, Online Marketing, Direct Marketing, Public Speaking, Customer Service, Employee Relations, Information Gathering, New Business Development, Business Development, CRM, Lead Generation, Leadership, Management, Strategic Partnerships, Sales, Microsoft Excel, Marketing, Project Management, Product Marketing, Program Management, Sales Management, Sales Process, Salesforce.com
Education
Central Michigan University 2004 — 2008
Bachlor Business Adminstration, Marketing
American University of Rome 2007 — 2007
General Studies, Marketing
Dakota High School
ANXeBusiness April 2014 - Present
ANXeBusiness August 2012 - April 2014
ANXeBusiness February 2010 - August 2012
Wink Marketing December 2006 - March 2011
JPMorgan Chase January 2009 - December 2009
Aldo Group October 2008 - February 2009
Mass Mutual May 2008 - September 2008
Edward Jones August 2007 - May 2008
DTE Energy May 2006 - August 2006
Wild Pair Shoe May 2002 - January 2006
Skills
Event Planning, Advertising, Promotions, Account Management, Customer Relations, Marketing Strategy, Strategic Planning, Team Building, Social Media, Teamwork, PowerPoint, Public Relations, Marketing Communications, Social Media Marketing, Online Marketing, Direct Marketing, Public Speaking, Customer Service, Employee Relations, Information Gathering, New Business Development, Business Development, CRM, Lead Generation, Leadership, Management, Strategic Partnerships, Sales, Microsoft Excel, Marketing, Project Management, Product Marketing, Program Management, Sales Management, Sales Process, Salesforce.com
Education
Central Michigan University 2004 — 2008
Bachlor Business Adminstration, Marketing
American University of Rome 2007 — 2007
General Studies, Marketing
Dakota High School
Daniel Milinko's Edward Jones Experience October 2011 - April 2014
Job Financial Advisor at Veritrust Wealth Management
Industry Financial Services
Experience
Veritrust Wealth Management May 2014 - Present
Edward Jones October 2011 - April 2014
In-Pipe Technology Company January 2009 - July 2011
Imbrium Systems Corporation June 2007 - June 2008
Argonne National Laboratory October 1999 - July 2006
Skills
Leadership, Team Building, Management, Project Management
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MPM, Project Management
Central Michigan University 1995 — 1998
BS, Biology, Environmental Science
Daniel A. Milinko
Veritrust Wealth Management May 2014 - Present
Edward Jones October 2011 - April 2014
In-Pipe Technology Company January 2009 - July 2011
Imbrium Systems Corporation June 2007 - June 2008
Argonne National Laboratory October 1999 - July 2006
Skills
Leadership, Team Building, Management, Project Management
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MPM, Project Management
Central Michigan University 1995 — 1998
BS, Biology, Environmental Science
Daniel A. Milinko
Don Schaefer's Edward Jones Experience May 2009 - September 2010
Job Product Design Engineer at JVIS USA LLC
Industry Automotive
Experience
JVIS USA LLC May 2015 - Present
RCO Engineering September 2013 - May 2015
Tata Technologies October 2012 - August 2013
RCO Engineering September 2010 - September 2012
Edward Jones May 2009 - September 2010
Cadence Innovation May 2007 - December 2008
Cadence Innovation / Venture Industries February 2002 - May 2007
Venture Industries March 1999 - February 2004
Skills
PPAP, Automotive, Continuous Improvement, Plastics, Injection Molding, Leadership, Program Management, GD&T, FMEA, Manufacturing, Unigraphics, Process Improvement, DFMEA, Root Cause Analysis, Machine Tools, APQP, Product Design, Lean Manufacturing
Education
Central Michigan University 2001 — 2008
Bachelor of Science, Vehicle Design
Macomb Community College 1989 — 1990
Associate of Science (AS), Auto Body Design
JVIS USA LLC May 2015 - Present
RCO Engineering September 2013 - May 2015
Tata Technologies October 2012 - August 2013
RCO Engineering September 2010 - September 2012
Edward Jones May 2009 - September 2010
Cadence Innovation May 2007 - December 2008
Cadence Innovation / Venture Industries February 2002 - May 2007
Venture Industries March 1999 - February 2004
Skills
PPAP, Automotive, Continuous Improvement, Plastics, Injection Molding, Leadership, Program Management, GD&T, FMEA, Manufacturing, Unigraphics, Process Improvement, DFMEA, Root Cause Analysis, Machine Tools, APQP, Product Design, Lean Manufacturing
Education
Central Michigan University 2001 — 2008
Bachelor of Science, Vehicle Design
Macomb Community College 1989 — 1990
Associate of Science (AS), Auto Body Design
David Clinard, CFE, CAMS's Edward Jones Experience July 2008 - December 2011
Job Investigator /Consultant
Industry Financial Services
Experience
Randstad Contractor for Ally Bank September 2014 - Present
Aerotek Contractor for LPL Financial October 2013 - June 2014
Decision Support February 2013 - September 2013
Edward Jones July 2008 - December 2011
AMFA, Incorporated 1994 - July 2008
Charlotte Mecklenburg Police Department 1991 - 2001
US Army 1984 - 1989
Skills
Wealth Management, Investments, Financial Modeling, Financial Advisory, Securities, Series 7, Mutual Funds, Retirement Planning, Investment Advisory, Equities, Small Business, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Leadership, Financial Services, Financial Analysis, Strategic Financial..., Finance, Business Development, Fixed Annuities
Education
Central Piedmont Community College 2012 — 2013
A.A.S Computer Integration Tech / Digital Forensics &IT System Security, Cyber/Computer Forensics and Counterterrorism
Columbia Biblical Seminary 1990 — 1991
Master of Divinity (M.Div.)
Hendrix College 1980 — 1984
Bachelor of Arts (B.A.), History
Randstad Contractor for Ally Bank September 2014 - Present
Aerotek Contractor for LPL Financial October 2013 - June 2014
Decision Support February 2013 - September 2013
Edward Jones July 2008 - December 2011
AMFA, Incorporated 1994 - July 2008
Charlotte Mecklenburg Police Department 1991 - 2001
US Army 1984 - 1989
Skills
Wealth Management, Investments, Financial Modeling, Financial Advisory, Securities, Series 7, Mutual Funds, Retirement Planning, Investment Advisory, Equities, Small Business, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Leadership, Financial Services, Financial Analysis, Strategic Financial..., Finance, Business Development, Fixed Annuities
Education
Central Piedmont Community College 2012 — 2013
A.A.S Computer Integration Tech / Digital Forensics &IT System Security, Cyber/Computer Forensics and Counterterrorism
Columbia Biblical Seminary 1990 — 1991
Master of Divinity (M.Div.)
Hendrix College 1980 — 1984
Bachelor of Arts (B.A.), History
Travis Roach's Edward Jones Experience March 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
Four Winds International 2000 - 2008
Skills
Series 7
Education
Cedarville University 2003 — 2007
BA, Marketing
Edward Jones March 2009 - Present
Four Winds International 2000 - 2008
Skills
Series 7
Education
Cedarville University 2003 — 2007
BA, Marketing
Don Toffolo's Edward Jones Experience September 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2002 - Present
Edward Jones September 2000 - August 2002
Skills
Retirement Planning
Education
Central Michigan University 1996 — 2000
BSBA, MIS, Economics
Edward Jones September 2002 - Present
Edward Jones September 2000 - August 2002
Skills
Retirement Planning
Education
Central Michigan University 1996 — 2000
BSBA, MIS, Economics
Kimberly Arnett's Edward Jones Experience March 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
DaimlerChrysler (DC) / TD Auto Finance (TDAF) February 2006 - February 2013
DaimlerChrysler (DC) November 2003 - January 2006
DaimlerChrysler (DC) June 2003 - October 2003
DaimlerChrysler November 2001 - May 2003
DaimlerChrylser August 1999 - October 2001
Gold Star Products 1994 - 1999
World Data Delivery Systems 1994 - 1995
Business New Publishing Compnay 1991 - 1993
Laventhal & Horwath 1989 - 1990
Skills
Capital Markets, Portfolio Strategies, Finance, Cash Management, Treasury Management, Corporate Finance, Cash Flow, Accounting, Auditing, Credit, Budgets, Forecasting, Financial Reporting, Pricing, Financial Modeling, Process Improvement, Internal Controls, Cash Flow Forecasting, Banking
Education
University of Detroit Mercy 2000 — 2002
MBA, Business
Central Michigan University 1983 — 1987
Accounting, Business
Edward Jones March 2013 - Present
DaimlerChrysler (DC) / TD Auto Finance (TDAF) February 2006 - February 2013
DaimlerChrysler (DC) November 2003 - January 2006
DaimlerChrysler (DC) June 2003 - October 2003
DaimlerChrysler November 2001 - May 2003
DaimlerChrylser August 1999 - October 2001
Gold Star Products 1994 - 1999
World Data Delivery Systems 1994 - 1995
Business New Publishing Compnay 1991 - 1993
Laventhal & Horwath 1989 - 1990
Skills
Capital Markets, Portfolio Strategies, Finance, Cash Management, Treasury Management, Corporate Finance, Cash Flow, Accounting, Auditing, Credit, Budgets, Forecasting, Financial Reporting, Pricing, Financial Modeling, Process Improvement, Internal Controls, Cash Flow Forecasting, Banking
Education
University of Detroit Mercy 2000 — 2002
MBA, Business
Central Michigan University 1983 — 1987
Accounting, Business
Stephanie Libby's Edward Jones Experience October 2009 - June 2010
Job District Operations Coordinator at H&R Block
Industry Financial Services
Experience
H&R Block April 2013 - Present
buybuy BABY and Bed Bath and Beyond June 2010 - April 2013
Edward Jones October 2009 - June 2010
Target May 2007 - November 2009
Central Michigan University December 2005 - January 2007
Skills
Customer Service, Human Resources, Management, Time Management, Inventory Management, Benefits Administration, Cold Calling, Leadership, Financial Analysis, Recruiting, Talent Management, Microsoft Office, Leadership Development, Event Planning, Safety, Conducting Interviews, Project Management, Team Leadership
Education
Central Michigan University 2002 — 2007
BSBA, Human Resource Managment; Psychology
H&R Block April 2013 - Present
buybuy BABY and Bed Bath and Beyond June 2010 - April 2013
Edward Jones October 2009 - June 2010
Target May 2007 - November 2009
Central Michigan University December 2005 - January 2007
Skills
Customer Service, Human Resources, Management, Time Management, Inventory Management, Benefits Administration, Cold Calling, Leadership, Financial Analysis, Recruiting, Talent Management, Microsoft Office, Leadership Development, Event Planning, Safety, Conducting Interviews, Project Management, Team Leadership
Education
Central Michigan University 2002 — 2007
BSBA, Human Resource Managment; Psychology
Lynne Nienhaus Polselli's Edward Jones Experience February 2010 - November 2010
Job Currently Seeking Opportunity Entrepreneur, Sales & Mgt. Expertise
Industry Pharmaceuticals
Experience
Northern Sands LLC/Snap Fitness, Dundee, MI December 2008 - Present
Edward Jones February 2010 - November 2010
sanofi-aventis November 1998 - December 2008
St. Paul of the Cross Retreat Center 2001 - 2008
sanofi-aventis February 1992 - November 1998
Skills
Urology, Neurology, Cardiology, Endocrinology, Nephrology, Psychiatry, OB/GYN, Internal Medicine, Dermatology, ENT, Pharmaceutical Sales, Rheumatology, Selling, Pharmaceutical Industry, Medical Devices, Marketing, Sales Operations, Sales
Education
Central Michigan University 1980 — 1983
Bachelor of Applied Arts, Broadcast and Cinematic Arts
Divine Child High School 1976 — 1980
St. Dunstan's
Northern Sands LLC/Snap Fitness, Dundee, MI December 2008 - Present
Edward Jones February 2010 - November 2010
sanofi-aventis November 1998 - December 2008
St. Paul of the Cross Retreat Center 2001 - 2008
sanofi-aventis February 1992 - November 1998
Skills
Urology, Neurology, Cardiology, Endocrinology, Nephrology, Psychiatry, OB/GYN, Internal Medicine, Dermatology, ENT, Pharmaceutical Sales, Rheumatology, Selling, Pharmaceutical Industry, Medical Devices, Marketing, Sales Operations, Sales
Education
Central Michigan University 1980 — 1983
Bachelor of Applied Arts, Broadcast and Cinematic Arts
Divine Child High School 1976 — 1980
St. Dunstan's
Luann Renteria's Edward Jones Experience September 2007 - February 2010
Job Food Service Management Professional
Industry Hospitality
Experience
ARAMARK February 2010 - Present
Edward Jones September 2007 - February 2010
Northwest Community Schools November 2003 - June 2007
ARAMARK August 1998 - January 2003
Education
Eastern Michigan University 2002 — 2003
Marketing Education
Central Michigan University
BS, Business Administration
ARAMARK February 2010 - Present
Edward Jones September 2007 - February 2010
Northwest Community Schools November 2003 - June 2007
ARAMARK August 1998 - January 2003
Education
Eastern Michigan University 2002 — 2003
Marketing Education
Central Michigan University
BS, Business Administration
Christopher McAuley's Edward Jones Experience June 1999 - August 2002
Job President, Chris McAuley Insurance Agency, Inc.
Industry Insurance
Experience
McAuley Pest Control August 2011 - Present
Chris McAuley Insurance Agency, Inc. January 2007 - Present
CSM Properties of Mid-Ohio, LLC June 2003 - Present
Global Youth Ministry Network April 2005 - August 2013
State Farm Insurance August 2002 - November 2003
Edward Jones June 1999 - August 2002
Skills
Financial Analysis, Customer Service, Retirement Planning, Insurance, Fixed Annuities, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Investments, IRAs, Mutual Funds, Retirement, Wealth Management, Leadership, Management, Strategic Planning, Financial Services, Risk Management, Finance
Education
Cedarville University 1995 — 1999
BA, Business Management
McAuley Pest Control August 2011 - Present
Chris McAuley Insurance Agency, Inc. January 2007 - Present
CSM Properties of Mid-Ohio, LLC June 2003 - Present
Global Youth Ministry Network April 2005 - August 2013
State Farm Insurance August 2002 - November 2003
Edward Jones June 1999 - August 2002
Skills
Financial Analysis, Customer Service, Retirement Planning, Insurance, Fixed Annuities, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Investments, IRAs, Mutual Funds, Retirement, Wealth Management, Leadership, Management, Strategic Planning, Financial Services, Risk Management, Finance
Education
Cedarville University 1995 — 1999
BA, Business Management
Alexis Hurlington's Edward Jones Experience February 2007 - October 2007
Job Senior Communications Advisor at Desjardins General Insurance Group
Industry Computer Hardware
Experience
Desjardins General Insurance Group January 2014 - Present
Desjardins General Insurance Group November 2011 - December 2013
Dell February 2009 - January 2010
Edward Jones February 2007 - October 2007
ATI Technologies Inc. June 2005 - November 2006
Hewlett-Packard October 2003 - December 2004
Cisco Systems January 2002 - September 2003
Oracle Corporation March 1999 - July 2001
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategy, Advertising, Strategic Partnerships, Marketing, Lead Generation, Public Relations, Management, Event Planning, Sales, Project Management, Online Advertising, Market Planning
Education
McGill University 1994 — 1997
Public Relations
CEGEP - John Abbott College 1988 — 1990
Diploma, Social Sciences
Desjardins General Insurance Group January 2014 - Present
Desjardins General Insurance Group November 2011 - December 2013
Dell February 2009 - January 2010
Edward Jones February 2007 - October 2007
ATI Technologies Inc. June 2005 - November 2006
Hewlett-Packard October 2003 - December 2004
Cisco Systems January 2002 - September 2003
Oracle Corporation March 1999 - July 2001
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategy, Advertising, Strategic Partnerships, Marketing, Lead Generation, Public Relations, Management, Event Planning, Sales, Project Management, Online Advertising, Market Planning
Education
McGill University 1994 — 1997
Public Relations
CEGEP - John Abbott College 1988 — 1990
Diploma, Social Sciences
William R. Gervasi (810)599-4036's Edward Jones Experience March 2013 - September 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Magnolia Parkway Chamber June 2015 - Present
Edward Jones March 2013 - September 2015
User-Friendly Media July 2008 - March 2013
Affiliated Mortgage Company April 2005 - June 2008
Sovereign Mortgage 2004 - 2005
Aegis Wholesale Corporation 2004 - 2005
GMAC Bank January 2004 - June 2004
Aegis Wholesale lending February 2003 - January 2004
SunTrust Mortgage October 1996 - February 2003
Michigan Mortgage Brokers Association 2000 - 2002
Skills
Leadership, Account Management, Mortgage Lending, Loans, Mortgage Banking, Sales Management, New Business Development, Sales Presentations, Sales, Loan Origination, Management, Relationship Management, Sales Process, Refinance, Cold Calling, Residential Mortgages, Investments, Portfolio Management, Retirement Planning, Wealth Management, Financial Markets, Series 7, Mutual Funds, Territory Management, Training, Personal Training, Territory Development, Regional Development, Territory Startup &..., Territory..., Key Account..., Territory Expansion, Inspiring People, Human Resources, Adaptable to Changes, Team Building, Start-ups, Sales Operations, B2B, Recruiting
Education
Central Michigan University 1983 — 1994
BS,BA, Business Administration
Harrison High School 1977 — 1980
Magnolia Parkway Chamber June 2015 - Present
Edward Jones March 2013 - September 2015
User-Friendly Media July 2008 - March 2013
Affiliated Mortgage Company April 2005 - June 2008
Sovereign Mortgage 2004 - 2005
Aegis Wholesale Corporation 2004 - 2005
GMAC Bank January 2004 - June 2004
Aegis Wholesale lending February 2003 - January 2004
SunTrust Mortgage October 1996 - February 2003
Michigan Mortgage Brokers Association 2000 - 2002
Skills
Leadership, Account Management, Mortgage Lending, Loans, Mortgage Banking, Sales Management, New Business Development, Sales Presentations, Sales, Loan Origination, Management, Relationship Management, Sales Process, Refinance, Cold Calling, Residential Mortgages, Investments, Portfolio Management, Retirement Planning, Wealth Management, Financial Markets, Series 7, Mutual Funds, Territory Management, Training, Personal Training, Territory Development, Regional Development, Territory Startup &..., Territory..., Key Account..., Territory Expansion, Inspiring People, Human Resources, Adaptable to Changes, Team Building, Start-ups, Sales Operations, B2B, Recruiting
Education
Central Michigan University 1983 — 1994
BS,BA, Business Administration
Harrison High School 1977 — 1980
Charlotte Landry's Edward Jones Experience November 1984 - February 1987
Job Managing Partner at Thomas Farms
Industry Farming
Experience
Thomas Farms January 1988 - Present
Edward Jones November 1984 - February 1987
Education
Centenary College of Louisiana 1977 — 1981
Jennings High School 1974 — 1977
Thomas Farms January 1988 - Present
Edward Jones November 1984 - February 1987
Education
Centenary College of Louisiana 1977 — 1981
Jennings High School 1974 — 1977
Francine Chavez's Edward Jones Experience July 2010 - November 2010
Job Student Massage Therapist
Industry Health, Wellness and Fitness
Experience
Edward Jones July 2010 - November 2010
Edward Jones October 2006 - June 2010
Iredell-Statesville Schools August 2005 - June 2006
Education
Charles of Italy School of Massage Therapy 2010 — 2011
Certificate, Swedish Massage, Hot Riverstone Massage, Chair Massage
Central Michigan University 2000 — 2005
B.S. in Education, Science, Geography
Edward Jones July 2010 - November 2010
Edward Jones October 2006 - June 2010
Iredell-Statesville Schools August 2005 - June 2006
Education
Charles of Italy School of Massage Therapy 2010 — 2011
Certificate, Swedish Massage, Hot Riverstone Massage, Chair Massage
Central Michigan University 2000 — 2005
B.S. in Education, Science, Geography
Steven Schnupp's Edward Jones Experience August 1997 - July 2002
Job Managing Principal/CEO at Schnupp Wealth Management Inc.
Industry Investment Management
Experience
Schnupp Wealth Management Inc. July 2002 - Present
Edward Jones August 1997 - July 2002
Skills
Investments, Strategic Financial..., Investment Strategies, Wealth Management, Investment Advisory, Financial Analysis, Series 7, Asset Management, Securities, Management, Insurance
Education
University of Tennessee-Knoxville - College of Business Administration 1978 — 1980
BS, Business Administration
Central Connecticut State University 1975 — 1978
Business
Schnupp Wealth Management Inc. July 2002 - Present
Edward Jones August 1997 - July 2002
Skills
Investments, Strategic Financial..., Investment Strategies, Wealth Management, Investment Advisory, Financial Analysis, Series 7, Asset Management, Securities, Management, Insurance
Education
University of Tennessee-Knoxville - College of Business Administration 1978 — 1980
BS, Business Administration
Central Connecticut State University 1975 — 1978
Business
Jerry Janson's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Wealth Management
Education
Carthage College 1968 — 1972
Bachelor's degree, Education
Edward Jones
Skills
Wealth Management
Education
Carthage College 1968 — 1972
Bachelor's degree, Education
Rolane Ramsey's Edward Jones Experience January 2001 - December 2004
Job Mail Room Coordinator at City of Salisbury
Industry Higher Education
Experience
City of Salisbury June 2012 - Present
Rowan Cabarrus Community College August 2004 - January 2012
Edward Jones January 2001 - December 2004
Trans World Airlines January 2001 - December 2001
United States Postal Service March 1968 - April 2000
Skills
Customer Service, Microsoft Office, Higher Education, Access, Microsoft Word, Event Planning, Research, Microsoft Excel
Education
Catawba College 2007 — 2009
B.S., Business Administration
City of Salisbury June 2012 - Present
Rowan Cabarrus Community College August 2004 - January 2012
Edward Jones January 2001 - December 2004
Trans World Airlines January 2001 - December 2001
United States Postal Service March 1968 - April 2000
Skills
Customer Service, Microsoft Office, Higher Education, Access, Microsoft Word, Event Planning, Research, Microsoft Excel
Education
Catawba College 2007 — 2009
B.S., Business Administration
Gena Harken's Edward Jones Experience May 2015 - June 2015
Job Studying
Industry Financial Services
Experience
Edward Jones May 2015 - June 2015
Concordia University - Frankenmuth Center August 2013 - April 2015
Concordia University- Frankenmuth, MI February 2013 - August 2013
ITT Technical Institute June 2009 - February 2013
Dodge Road Visitor Center February 2006 - February 2009
Local Ad Link 2009 - 2009
Shelti 2005 - 2006
Davenport University June 2000 - November 2004
B&P Process Equipment and Systems, LLC November 1991 - April 1999
Yeo & Yeo PC 1999 - 1999
Skills
Presentations, Event Planning, Trade Shows, Change Management, Communication Skills, Organization, Quick Study, Quick Thinker, Human Resources, Customer Service, Microsoft Excel, HRIS, Microsoft Office, Office Management, Strategic Planning, Recruiting, Microsoft Word, Admissions, Budgets, Management, Outlook, Higher Education, Sales, Advertising, Student Affairs, Leadership, Public Speaking, Training, Resume Writing, Student Financial Aid, Academic Advising, Time Management, Team Building, PowerPoint, Non-profits, Teamwork, Student Loans, Adult Education, Fundraising, Teaching, Enrollment Management, Marketing, Career Counseling, Student Recruiting, Student Development, Organizational..., Academic Administration, Campus, Employee Relations, Personnel Management
Education
Leadership Saginaw 2014 — 2015
Leadership Training, Community, Graduated
Davenport University 2002 — 2004
MBA, Strategic Management
Central Michigan University 1997 — 2002
BS, Administration
Edward Jones May 2015 - June 2015
Concordia University - Frankenmuth Center August 2013 - April 2015
Concordia University- Frankenmuth, MI February 2013 - August 2013
ITT Technical Institute June 2009 - February 2013
Dodge Road Visitor Center February 2006 - February 2009
Local Ad Link 2009 - 2009
Shelti 2005 - 2006
Davenport University June 2000 - November 2004
B&P Process Equipment and Systems, LLC November 1991 - April 1999
Yeo & Yeo PC 1999 - 1999
Skills
Presentations, Event Planning, Trade Shows, Change Management, Communication Skills, Organization, Quick Study, Quick Thinker, Human Resources, Customer Service, Microsoft Excel, HRIS, Microsoft Office, Office Management, Strategic Planning, Recruiting, Microsoft Word, Admissions, Budgets, Management, Outlook, Higher Education, Sales, Advertising, Student Affairs, Leadership, Public Speaking, Training, Resume Writing, Student Financial Aid, Academic Advising, Time Management, Team Building, PowerPoint, Non-profits, Teamwork, Student Loans, Adult Education, Fundraising, Teaching, Enrollment Management, Marketing, Career Counseling, Student Recruiting, Student Development, Organizational..., Academic Administration, Campus, Employee Relations, Personnel Management
Education
Leadership Saginaw 2014 — 2015
Leadership Training, Community, Graduated
Davenport University 2002 — 2004
MBA, Strategic Management
Central Michigan University 1997 — 2002
BS, Administration
Robert Prins, AAMS's Edward Jones Experience November 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2004 - Present
Waverly Community Schools January 2001 - June 2004
Skills
Retirement Income..., Retirement Planning, Series 66, 401k Rollovers, Series 7, 401k, Mutual Funds, Bonds, Annuities, Stocks, Investments, Retirement, Portfolio Management, Fixed Annuities, Asset Allocation
Education
Central Michigan University 1997 — 2000
Bachelor of Science in Education, Mathematics, Finance
Edward Jones November 2004 - Present
Waverly Community Schools January 2001 - June 2004
Skills
Retirement Income..., Retirement Planning, Series 66, 401k Rollovers, Series 7, 401k, Mutual Funds, Bonds, Annuities, Stocks, Investments, Retirement, Portfolio Management, Fixed Annuities, Asset Allocation
Education
Central Michigan University 1997 — 2000
Bachelor of Science in Education, Mathematics, Finance
Jeff LaFayette's Edward Jones Experience September 2012 - June 2013
Job Trade Team Manager Fund of Hedge Funds at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase July 2013 - Present
Edward Jones September 2012 - June 2013
Jeff LaFayette - Self Employed November 2009 - August 2012
SWANK CAPITAL LLC January 2006 - October 2009
LaFayette Farms March 1982 - October 2006
PROVIDENT ADVISORS LLC February 2001 - December 2005
PRUDENTIAL SECURITIES INC February 1998 - January 2001
Merrill Lynch December 1985 - January 1998
Skills
Operations Management, Risk Assessment, Quantitative Analysis, Administration, Strategic Planning, Customer Service, Supply Chain Management, Team Building, Compliance, Research, Quantitative Analytics, Series 7, Series 66, Modeling, Logistics, Pricing Analysis, Uniform Combined State..., Equities, Risk Management, Portfolio Management, Investments
Education
CENTRAL COLLEGE INTERNATIONAL STUDIES PROGRAMMerida 1983 — 1984
Degree Course work, International Business Management
Central College 1980 — 1984
B.A., Business Management
JPMorgan Chase July 2013 - Present
Edward Jones September 2012 - June 2013
Jeff LaFayette - Self Employed November 2009 - August 2012
SWANK CAPITAL LLC January 2006 - October 2009
LaFayette Farms March 1982 - October 2006
PROVIDENT ADVISORS LLC February 2001 - December 2005
PRUDENTIAL SECURITIES INC February 1998 - January 2001
Merrill Lynch December 1985 - January 1998
Skills
Operations Management, Risk Assessment, Quantitative Analysis, Administration, Strategic Planning, Customer Service, Supply Chain Management, Team Building, Compliance, Research, Quantitative Analytics, Series 7, Series 66, Modeling, Logistics, Pricing Analysis, Uniform Combined State..., Equities, Risk Management, Portfolio Management, Investments
Education
CENTRAL COLLEGE INTERNATIONAL STUDIES PROGRAMMerida 1983 — 1984
Degree Course work, International Business Management
Central College 1980 — 1984
B.A., Business Management
Hunter Hart's Edward Jones Experience Design EngineerBP MicrosystemsMay 2000 - May 2003
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Design EngineerBP MicrosystemsMay 2000 - May 2003
Skills
401k Rollovers
Education
Louisiana State University 1995 — 1999
Computer Engineering, Computer and Math
Centenary College of Louisiana 1994 — 1995
Mathematics
Edward Jones Design EngineerBP MicrosystemsMay 2000 - May 2003
Skills
401k Rollovers
Education
Louisiana State University 1995 — 1999
Computer Engineering, Computer and Math
Centenary College of Louisiana 1994 — 1995
Mathematics
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
Amy Dake's Edward Jones Experience May 2013 - Present
Job Communications Specialist at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones May 2013 - Present
Lutheran Hour Ministries July 2011 - May 2013
Lutheran Hour Ministries May 2007 - July 2011
Lutheran Hour Ministries August 2005 - May 2007
Target July 1997 - August 2005
Skills
Non-profits, Fundraising, Public Speaking, Event Planning, Social Media, Social Media Marketing, Graphic Design, Social Networking, Advertising, Photoshop, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Press Releases, Public Relations, Microsoft Excel, Teaching, Editing, Community Outreach, Copywriting, Media Relations, Blogging, Nonprofits, Newsletters, Marketing Communications
Education
Central Methodist College 1999 — 2003
BA, English, Minor in Music
Edward Jones May 2013 - Present
Lutheran Hour Ministries July 2011 - May 2013
Lutheran Hour Ministries May 2007 - July 2011
Lutheran Hour Ministries August 2005 - May 2007
Target July 1997 - August 2005
Skills
Non-profits, Fundraising, Public Speaking, Event Planning, Social Media, Social Media Marketing, Graphic Design, Social Networking, Advertising, Photoshop, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Press Releases, Public Relations, Microsoft Excel, Teaching, Editing, Community Outreach, Copywriting, Media Relations, Blogging, Nonprofits, Newsletters, Marketing Communications
Education
Central Methodist College 1999 — 2003
BA, English, Minor in Music
Kathy Tarbell's Edward Jones Experience January 2001 - January 2004
Job Garage Door Sales, Service & Repair
Industry Construction
Experience
Green Mountain Door April 2014 - Present
Feed Commodities Int Inc August 2013 - November 2014
Lake Sunapee Bank May 2012 - August 2013
Century 21 Jack Associates January 2004 - April 2012
Landmark Financial Services, LLC January 2004 - April 2012
Edward Jones January 2001 - January 2004
Prudential Financial August 1989 - January 2001
Skills
Listings, Real Estate, Transaction Coordination, Notary Public, Customer Service, Office Management, Program Coordination, Real Estate Transactions, Sales, Refinance
Education
Castleton State College
Accounting and Business/Management
Green Mountain Door April 2014 - Present
Feed Commodities Int Inc August 2013 - November 2014
Lake Sunapee Bank May 2012 - August 2013
Century 21 Jack Associates January 2004 - April 2012
Landmark Financial Services, LLC January 2004 - April 2012
Edward Jones January 2001 - January 2004
Prudential Financial August 1989 - January 2001
Skills
Listings, Real Estate, Transaction Coordination, Notary Public, Customer Service, Office Management, Program Coordination, Real Estate Transactions, Sales, Refinance
Education
Castleton State College
Accounting and Business/Management
John Quinnan's Edward Jones Experience August 2001 - October 2006
Job
Industry
Experience
Huntington National Bank August 2013 - March 2014
Verizon Wireless December 2010 - July 2012
Western & Southern Life March 2010 - December 2010
Ameriprise Financial Services, Inc. November 2006 - April 2008
Edward Jones August 2001 - October 2006
The Schwan Food Company December 1990 - July 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, C
Education
Central Michigan University
Bachelor of Science (BS), Business Administration
Clare High School
Diploma, College Preparatory Courses
Huntington National Bank August 2013 - March 2014
Verizon Wireless December 2010 - July 2012
Western & Southern Life March 2010 - December 2010
Ameriprise Financial Services, Inc. November 2006 - April 2008
Edward Jones August 2001 - October 2006
The Schwan Food Company December 1990 - July 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, C
Education
Central Michigan University
Bachelor of Science (BS), Business Administration
Clare High School
Diploma, College Preparatory Courses
Lauren Harsh's Edward Jones Experience Media Services Student TechCentral Michigan UniversityJanuary 2006 - May 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Media Services Student TechCentral Michigan UniversityJanuary 2006 - May 2010
Education
Central Michigan University 2005 — 2010
Financial Planning, Finance
Edward Jones Media Services Student TechCentral Michigan UniversityJanuary 2006 - May 2010
Education
Central Michigan University 2005 — 2010
Financial Planning, Finance
Robert Humphrey's Edward Jones Experience May 2011 - August 2011
Job Territory Manager at Dynaflex
Industry Medical Devices
Experience
Horizon Pharma plc October 2014 - May 2015
Enterprise Holdings September 2011 - September 2014
Edward Jones May 2011 - August 2011
Central Methodist University August 2010 - May 2011
Skills
Excel, Sales Management, Problem Solving, Marketing Strategy, Customer Service, Microsoft Word, Series 7, Series 66, Strategic Prospecting, Sales Presentations, Microsoft Excel, PowerPoint, Sales, Leadership, Uniform Combined State..., Strategic Planning, Public Speaking, Account Management, Retail, Microsoft Office, Outlook, Team Building, Time Management, Recruiting, Direct Sales, Sales Operations, Inventory Management, Marketing, Salesforce.com, Sales Process, Customer Satisfaction, Cold Calling, Social Media Marketing, Negotiation, Networking, Merchandising, Teamwork, Training, Operations Management, Team Leadership, Customer Retention, Building Relationships, Selling, Event Planning, Social Networking, Management, New Business Development, B2B, Forecasting, Public Relations
Education
Maryville University of Saint Louis 2011 — 2013
MBA, Business Administration, Management and Operations
Central Methodist University-College of Liberal Arts & Sciences 2007 — 2011
B.S, Political Science
Horizon Pharma plc October 2014 - May 2015
Enterprise Holdings September 2011 - September 2014
Edward Jones May 2011 - August 2011
Central Methodist University August 2010 - May 2011
Skills
Excel, Sales Management, Problem Solving, Marketing Strategy, Customer Service, Microsoft Word, Series 7, Series 66, Strategic Prospecting, Sales Presentations, Microsoft Excel, PowerPoint, Sales, Leadership, Uniform Combined State..., Strategic Planning, Public Speaking, Account Management, Retail, Microsoft Office, Outlook, Team Building, Time Management, Recruiting, Direct Sales, Sales Operations, Inventory Management, Marketing, Salesforce.com, Sales Process, Customer Satisfaction, Cold Calling, Social Media Marketing, Negotiation, Networking, Merchandising, Teamwork, Training, Operations Management, Team Leadership, Customer Retention, Building Relationships, Selling, Event Planning, Social Networking, Management, New Business Development, B2B, Forecasting, Public Relations
Education
Maryville University of Saint Louis 2011 — 2013
MBA, Business Administration, Management and Operations
Central Methodist University-College of Liberal Arts & Sciences 2007 — 2011
B.S, Political Science
Kay Plassmeyer's Edward Jones Experience June 2001 - Present
Job
Industry Financial Services
Experience
Edward Jones June 2001 - Present
Skills
Customer Service, Office Management, Microsoft Office, Time Management, Management, Editing, Nonprofits, Customer Satisfaction, Windows, Public Speaking, Microsoft Word, Team Building, Strong Client Service..., Strong knowledge of..., Strong knowledge of..., Strong knowledge of..., Writing, Problem Solving, Newsletter Editor, Social Media, Research
Education
The University of New Mexico 2007 — 2015
Bachelor's Degree, Pre-Law Studies
The University of New Mexico 2007 — 2015
Bachelor’s Degree, Major English; Minor Criminology
Central New Mexico Community College
Liberal Arts
Edward Jones June 2001 - Present
Skills
Customer Service, Office Management, Microsoft Office, Time Management, Management, Editing, Nonprofits, Customer Satisfaction, Windows, Public Speaking, Microsoft Word, Team Building, Strong Client Service..., Strong knowledge of..., Strong knowledge of..., Strong knowledge of..., Writing, Problem Solving, Newsletter Editor, Social Media, Research
Education
The University of New Mexico 2007 — 2015
Bachelor's Degree, Pre-Law Studies
The University of New Mexico 2007 — 2015
Bachelor’s Degree, Major English; Minor Criminology
Central New Mexico Community College
Liberal Arts
Chelsea Van Horn's Edward Jones Experience January 2013 - September 2013
Job at
Industry Consumer Services
Experience
Vermeer Corporation May 2015 - Present
Norbert Dentressangle USA (formerly Jacobson Companies) September 2013 - May 2015
Edward Jones January 2013 - September 2013
Allergy, Lung and Sleep Center May 2012 - January 2013
Marsh June 2010 - May 2012
Marsh May 2008 - June 2010
Skills
Client Relationship..., Meeting Deadlines, Management, De-escalating Issues, Improving Efficiency, Logistics, Corporate Training, Proofreading
Education
Central College 2004 — 2010
General Studies, General Studies
Vermeer Corporation May 2015 - Present
Norbert Dentressangle USA (formerly Jacobson Companies) September 2013 - May 2015
Edward Jones January 2013 - September 2013
Allergy, Lung and Sleep Center May 2012 - January 2013
Marsh June 2010 - May 2012
Marsh May 2008 - June 2010
Skills
Client Relationship..., Meeting Deadlines, Management, De-escalating Issues, Improving Efficiency, Logistics, Corporate Training, Proofreading
Education
Central College 2004 — 2010
General Studies, General Studies
Thomas N. Wall's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Education
Central Michigan University 2009 — 2012
Bachelor of Science (BS), Finance, General
Lansing Community College
Edward Jones October 2012 - Present
Education
Central Michigan University 2009 — 2012
Bachelor of Science (BS), Finance, General
Lansing Community College
Carol J Inman's Edward Jones Experience August 1983 - April 1987
Job Motivational Speaker
Industry Entertainment
Experience
Carol J Inman January 2009 - Present
Missouri State University April 1997 - October 2008
Dewey Inman & Son's Farm December 1964 - June 1996
Edward Jones August 1983 - April 1987
Skills
Social Media, Microsoft Office, Entertainment, Microsoft Excel, Television, Event Management, Event Planning, PowerPoint, Microsoft Word, Editing, Social Media Marketing, Farm management;..., Healthcare, Public Speaking, Strategic Planning
Education
Central Methodist University-College of Liberal Arts & Sciences 2011 — 2013
Psychology
Missouri State University 1997 — 2008
Carol J Inman January 2009 - Present
Missouri State University April 1997 - October 2008
Dewey Inman & Son's Farm December 1964 - June 1996
Edward Jones August 1983 - April 1987
Skills
Social Media, Microsoft Office, Entertainment, Microsoft Excel, Television, Event Management, Event Planning, PowerPoint, Microsoft Word, Editing, Social Media Marketing, Farm management;..., Healthcare, Public Speaking, Strategic Planning
Education
Central Methodist University-College of Liberal Arts & Sciences 2011 — 2013
Psychology
Missouri State University 1997 — 2008
Carolyn Boulette's Edward Jones Experience 1998 - 2001
Job Paralegal Law Practice Professional
Industry Law Practice
Experience
Ryley Carlock & Applewhite February 2013 - Present
Beatty & Wozniak, P.C. 2003 - 2012
Beatty & Wozniak, P.C. 2003 - 2012
Crowell, Chapin & Dixon June 2001 - October 2003
Edward Jones 1998 - 2001
Skills
Proficient using, Microsoft Office, Computer Proficiency, Legal Writing
Education
Center for Legal Studies, C.U. Denver 2004 — 2004
Paralegal Certificate Program, Paralegal Studies
Casper College
Paralegal Studies
Ryley Carlock & Applewhite February 2013 - Present
Beatty & Wozniak, P.C. 2003 - 2012
Beatty & Wozniak, P.C. 2003 - 2012
Crowell, Chapin & Dixon June 2001 - October 2003
Edward Jones 1998 - 2001
Skills
Proficient using, Microsoft Office, Computer Proficiency, Legal Writing
Education
Center for Legal Studies, C.U. Denver 2004 — 2004
Paralegal Certificate Program, Paralegal Studies
Casper College
Paralegal Studies
Carla Boykin's Edward Jones Experience December 2013 - July 2014
Job HR Professional
Industry Human Resources
Experience
Charter Communication, Town & Country, MO March 2015 - Present
Barnes-Jewish Hospital July 2014 - March 2015
Edward Jones December 2013 - July 2014
Edward Jones October 2013 - November 2013
Edward Jones January 2012 - April 2012
Pfizer International Inc. December 2007 - October 2010
Lawrence Tech University October 2002 - January 2004
Target Stores June 2000 - October 2002
Education
Pennsylvania State University 2009 — 2010
Master's Degree, Human Resources
Pennsylvania State University
Masters of Professional Studies, Human Resources
Central Michigan University 1992 — 1996
Bachelor's degree
Central Michigan University
Bachelor of Science, Education
Charter Communication, Town & Country, MO March 2015 - Present
Barnes-Jewish Hospital July 2014 - March 2015
Edward Jones December 2013 - July 2014
Edward Jones October 2013 - November 2013
Edward Jones January 2012 - April 2012
Pfizer International Inc. December 2007 - October 2010
Lawrence Tech University October 2002 - January 2004
Target Stores June 2000 - October 2002
Education
Pennsylvania State University 2009 — 2010
Master's Degree, Human Resources
Pennsylvania State University
Masters of Professional Studies, Human Resources
Central Michigan University 1992 — 1996
Bachelor's degree
Central Michigan University
Bachelor of Science, Education
Lisa Griebie's Edward Jones Experience August 2012 - March 2013
Job Closing Assistant at Land Title, Inc
Industry Financial Services
Experience
Land Title, Inc March 2013 - Present
Edward Jones August 2012 - March 2013
Historic Sales 2001 - 2012
Heartland Credit Union 1992 - 2001
Skills
Customer Service, Financial Services, Outlook
Education
Century College
Accounting
Moundsview High School
Land Title, Inc March 2013 - Present
Edward Jones August 2012 - March 2013
Historic Sales 2001 - 2012
Heartland Credit Union 1992 - 2001
Skills
Customer Service, Financial Services, Outlook
Education
Century College
Accounting
Moundsview High School
Michael W. Menefee, MS, AWMA®'s Edward Jones Experience 2001 - 2004
Job Vice President, Investments Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities 2013 - Present
Raymond James Financial Inc. 2004 - 2013
Edward Jones 2001 - 2004
United States Marine Corps 1971 - 2001
Skills
Wealth Management, Investment Management, Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Portfolio Management, Trend Analysis, Quantitative Risk..., Stocks, Bonds, Mutual Funds, MLPs, Variable Annuities, ETFs, UITs, Life Insurance, Public Speaking, Series 7, Series 66, Series 63, Investment Advisory, Leadership, Valuation, Securities, Wealth Management..., Strategic Planning, Strategic Financial..., Investment Strategies, Financial Risk, Retirement, Wealth, Strategy, Finance, Asset Management, Risk Management, Management, Alternative Investments, Equities, Financial Analysis
Education
National Intelligence University 1994 — 1996
Postgraduate Intelligence Program Diploma, Strategic Intelligence
Central Michigan University 1992 — 1995
Master of Science in Administration (MSA)
The University of the State of New York (Albany) 1976 — 1978
Bachelor of Science (BS)
Texas Tech University 1968 — 1970
Wedbush Securities 2013 - Present
Raymond James Financial Inc. 2004 - 2013
Edward Jones 2001 - 2004
United States Marine Corps 1971 - 2001
Skills
Wealth Management, Investment Management, Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Portfolio Management, Trend Analysis, Quantitative Risk..., Stocks, Bonds, Mutual Funds, MLPs, Variable Annuities, ETFs, UITs, Life Insurance, Public Speaking, Series 7, Series 66, Series 63, Investment Advisory, Leadership, Valuation, Securities, Wealth Management..., Strategic Planning, Strategic Financial..., Investment Strategies, Financial Risk, Retirement, Wealth, Strategy, Finance, Asset Management, Risk Management, Management, Alternative Investments, Equities, Financial Analysis
Education
National Intelligence University 1994 — 1996
Postgraduate Intelligence Program Diploma, Strategic Intelligence
Central Michigan University 1992 — 1995
Master of Science in Administration (MSA)
The University of the State of New York (Albany) 1976 — 1978
Bachelor of Science (BS)
Texas Tech University 1968 — 1970
Ron Kukes's Edward Jones Experience April 2009 - Present
Job Financial advisor and CFP
Industry Financial Services
Experience
Edward Jones April 2009 - Present
First interstate bank August 1988 - December 2007
Education
Central Washington University 1968 — 1972
Bachelors in business, Finance, General
Edward Jones April 2009 - Present
First interstate bank August 1988 - December 2007
Education
Central Washington University 1968 — 1972
Bachelors in business, Finance, General
Mary Beck Eckerd's Edward Jones Experience 1989 - 2001
Job Sales Associate
Industry Cosmetics
Experience
Self-employed November 1999 - Present
Edward Jones 1989 - 2001
Kelly Cobb Home Team 1998 - 2000
Skills
Advertising, Customer Service, Direct Sales, Microsoft Office, Management, Retail, Training, Teamwork
Education
Catawba Valley Community College 1977 — 1979
Associate of Science (AS), Business Administration, Management and Operations
Self-employed November 1999 - Present
Edward Jones 1989 - 2001
Kelly Cobb Home Team 1998 - 2000
Skills
Advertising, Customer Service, Direct Sales, Microsoft Office, Management, Retail, Training, Teamwork
Education
Catawba Valley Community College 1977 — 1979
Associate of Science (AS), Business Administration, Management and Operations
Trey Barnes's Edward Jones Experience June 2009 - June 2014
Job Military Division Account Executive
Industry Staffing and Recruiting
Experience
Lucas Group April 2015 - Present
Edward Jones June 2009 - June 2014
US Army August 2011 - June 2013
US Army May 2010 - August 2011
Caterpillar Inc. January 2007 - January 2009
PulteGroup January 2006 - January 2007
CACI International Inc November 2005 - February 2006
Skills
Recruiting, Training, Team Leadership, Executive Management, Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master's Degree, Recreation, Sport & Tourism
Central Michigan University 2001 — 2004
Information Resources Management
University of Evansville 1991 — 1995
Bachelor's Degree, Psychology
Lucas Group April 2015 - Present
Edward Jones June 2009 - June 2014
US Army August 2011 - June 2013
US Army May 2010 - August 2011
Caterpillar Inc. January 2007 - January 2009
PulteGroup January 2006 - January 2007
CACI International Inc November 2005 - February 2006
Skills
Recruiting, Training, Team Leadership, Executive Management, Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master's Degree, Recreation, Sport & Tourism
Central Michigan University 2001 — 2004
Information Resources Management
University of Evansville 1991 — 1995
Bachelor's Degree, Psychology
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation