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
Presston Gabel Presston Gabel's Edward Jones Experience May 2003 - September 2005
Job NonProfit Finance
Industry Financial Services
Experience
The Mammoth Site of Hot Springs October 2012 - Present
Black Hills Federal Credit Union March 2010 - March 2011
Hartgraves Insurance February 2009 - September 2009
Banc of America Investments September 2005 - February 2009
Edward Jones May 2003 - September 2005
Skills
Financial Planning, Financial Analysis, Accounting, Sales Management, Sales Process, Marketing Strategy, Market Research, Online Marketing, Business Analysis, Business Strategy, Business Management, Banking, Business Intelligence, Financial Reporting, Financial Management, Corporate Finance, Corporate Management, Insurance, Advertising, Administration, Account Management, Budgeting, Business Planning, Customer Relations, Excel, Employee Relations, Forecasting, Hiring, Internet, Microsoft Office, Non-profits, Outlook, Operations Management, PowerPoint, Public Relations, Strategic Planning, Troubleshooting, Tax, Word, Writing, Budgets, Team Building, Strategic Financial..., Nonprofits, Customer Service, Microsoft Word, Microsoft Excel, Investments, Finance, Estate Planning
Education
Chadron State College 2006 — 2008
MBA, Finance
Chadron State College 2001 — 2003
Bachelors, Econ and Finance
The Mammoth Site of Hot Springs October 2012 - Present
Black Hills Federal Credit Union March 2010 - March 2011
Hartgraves Insurance February 2009 - September 2009
Banc of America Investments September 2005 - February 2009
Edward Jones May 2003 - September 2005
Skills
Financial Planning, Financial Analysis, Accounting, Sales Management, Sales Process, Marketing Strategy, Market Research, Online Marketing, Business Analysis, Business Strategy, Business Management, Banking, Business Intelligence, Financial Reporting, Financial Management, Corporate Finance, Corporate Management, Insurance, Advertising, Administration, Account Management, Budgeting, Business Planning, Customer Relations, Excel, Employee Relations, Forecasting, Hiring, Internet, Microsoft Office, Non-profits, Outlook, Operations Management, PowerPoint, Public Relations, Strategic Planning, Troubleshooting, Tax, Word, Writing, Budgets, Team Building, Strategic Financial..., Nonprofits, Customer Service, Microsoft Word, Microsoft Excel, Investments, Finance, Estate Planning
Education
Chadron State College 2006 — 2008
MBA, Finance
Chadron State College 2001 — 2003
Bachelors, Econ and Finance
Eric Lucescu Eric Lucescu's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
U.S. Bank January 2011 - December 2013
Skills
Retail Banking, Highly personable, Customer Service, Group Work, Task Driven, Consumer Lending, Deposits, Lines Of Credit, Credit, Cross Selling, Banking, Teller Operations, Branch Banking, Cash Management, Bank Secrecy Act, Credit Cards, AML, Portfolio Management, Public Speaking, Financial Analysis, Finance, Microsoft Excel, Leadership, Time Management, PowerPoint
Education
Washington State University 2012 — 2013
Bachelor of Business Administration (BBA), Finance
Clark College 2009 — 2011
Associate of Arts (AA), Business Administration
Edward Jones January 2014 - Present
U.S. Bank January 2011 - December 2013
Skills
Retail Banking, Highly personable, Customer Service, Group Work, Task Driven, Consumer Lending, Deposits, Lines Of Credit, Credit, Cross Selling, Banking, Teller Operations, Branch Banking, Cash Management, Bank Secrecy Act, Credit Cards, AML, Portfolio Management, Public Speaking, Financial Analysis, Finance, Microsoft Excel, Leadership, Time Management, PowerPoint
Education
Washington State University 2012 — 2013
Bachelor of Business Administration (BBA), Finance
Clark College 2009 — 2011
Associate of Arts (AA), Business Administration
Hunt Applegate Hunt Applegate's Edward Jones Experience February 2011 - October 2011
Job Risk Manager at Applegate Consulting
Industry Insurance
Experience
Applegate Consulting May 2012 - Present
Colonial Life August 2012 - December 2014
Edward Jones February 2011 - October 2011
University Directories May 2010 - August 2010
Skills
Strategic Partnerships, Connector, Healthcare, Group Medical, Health Insurance, Small Business, Employee Benefits, Benefits Strategy, HR Consulting, Denver, Colorado, Connectors, Team Building, Risk Management, Strategic Planning, Customer Service, Insurance, Sales, Account Management, Management, Microsoft Office, Leadership
Education
Clemson University 2006 — 2010
BS, Management
Applegate Consulting May 2012 - Present
Colonial Life August 2012 - December 2014
Edward Jones February 2011 - October 2011
University Directories May 2010 - August 2010
Skills
Strategic Partnerships, Connector, Healthcare, Group Medical, Health Insurance, Small Business, Employee Benefits, Benefits Strategy, HR Consulting, Denver, Colorado, Connectors, Team Building, Risk Management, Strategic Planning, Customer Service, Insurance, Sales, Account Management, Management, Microsoft Office, Leadership
Education
Clemson University 2006 — 2010
BS, Management
Alex (Guy) Crooks Alex (Guy) Crooks's Edward Jones Experience 1999 - 2005
Job CERTIFIED FINANCIAL PLANNER (T) Tax Strategist Asset Manager Experience with Oregon PERS
Industry Financial Services
Experience
Crooks & Company Financial Management 2005 - Present
Edward Jones 1999 - 2005
Skills
Certified Financial..., Personal Tax Planning, PERS, Tax Preparation, Social Security Income, Strategic Financial..., Asset Management, Retirement, Independent Financial..., Pensions, Retirement Benefits, Finance, Employee Benefits, Health Insurance, Retirement Planning, Investments, Tax
Education
University of Portland 2007 — 2007
Executive Certificate in Financial Planning, Financial Planning
Willamette University 1995 — 1997
Bachelor of Science, Economics
Clackamas Community College 1993 — 1995
Servite High School 1989 — 1993
Crooks & Company Financial Management 2005 - Present
Edward Jones 1999 - 2005
Skills
Certified Financial..., Personal Tax Planning, PERS, Tax Preparation, Social Security Income, Strategic Financial..., Asset Management, Retirement, Independent Financial..., Pensions, Retirement Benefits, Finance, Employee Benefits, Health Insurance, Retirement Planning, Investments, Tax
Education
University of Portland 2007 — 2007
Executive Certificate in Financial Planning, Financial Planning
Willamette University 1995 — 1997
Bachelor of Science, Economics
Clackamas Community College 1993 — 1995
Servite High School 1989 — 1993
Jaclyn Widdoes Jaclyn Widdoes's Edward Jones Experience April 2009 - June 2014
Job Student at Walden University
Industry Religious Institutions
Experience
Hydesville Community Church October 2010 - June 2014
Edward Jones April 2009 - June 2014
Fidelity National Title August 2002 - June 2006
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Time Management
Education
Walden University 2013 — 2016
Bachelor's degree, Computer and Information Systems Security/Information Assurance
City Colleges of Chicago-Harold Washington College 2000 — 2001
Associate of Arts (AA), General Studies
International Business College 1996 — 1997
Associate's degree, Administrative Assistant and Secretarial Science, General
Hydesville Community Church October 2010 - June 2014
Edward Jones April 2009 - June 2014
Fidelity National Title August 2002 - June 2006
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Time Management
Education
Walden University 2013 — 2016
Bachelor's degree, Computer and Information Systems Security/Information Assurance
City Colleges of Chicago-Harold Washington College 2000 — 2001
Associate of Arts (AA), General Studies
International Business College 1996 — 1997
Associate's degree, Administrative Assistant and Secretarial Science, General
Devon Taylor Devon Taylor's Edward Jones Experience November 2011 - June 2012
Job Accountant at McKesson
Industry Accounting
Experience
McKesson July 2014 - Present
Mapcom Systems August 2013 - July 2014
Edward Jones November 2011 - June 2012
Birkdale Golf Club August 2007 - September 2011
Skills
Microsoft Office, QuickBooks, Financial Accounting, Customer Service, Daily Deposits, Tax, Access, Financial Reporting, Auditing, Accounting, Data Entry
Education
Christopher Newport University 2010 — 2013
Bachelor of Science in Business Administration, Accounting
McKesson July 2014 - Present
Mapcom Systems August 2013 - July 2014
Edward Jones November 2011 - June 2012
Birkdale Golf Club August 2007 - September 2011
Skills
Microsoft Office, QuickBooks, Financial Accounting, Customer Service, Daily Deposits, Tax, Access, Financial Reporting, Auditing, Accounting, Data Entry
Education
Christopher Newport University 2010 — 2013
Bachelor of Science in Business Administration, Accounting
Laurens Floyd Laurens Floyd's Edward Jones Experience November 1988 - Present
Job CFP®, Retired General Partner/Principal
Industry Financial Services
Experience
Edward Jones November 1988 - Present
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Investment Advisory, Series 63, Series 8, Series 65, Series 22, AAMS®
Education
Fairleigh Dickinson University 1995 — 1996
Certificate, Financial Planning
Clemson University 1970 — 1974
Bachelor of Science, Ceramic Engineering
Edward Jones November 1988 - Present
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Investment Advisory, Series 63, Series 8, Series 65, Series 22, AAMS®
Education
Fairleigh Dickinson University 1995 — 1996
Certificate, Financial Planning
Clemson University 1970 — 1974
Bachelor of Science, Ceramic Engineering
Matt Dover Matt Dover's Edward Jones Experience May 2008 - March 2012
Job Financial Advisor at Dover Financial, Member SIPC
Industry Financial Services
Experience
Dover Financial March 2012 - Present
Edward Jones May 2008 - March 2012
Founders Federal Credit Union April 2005 - April 2008
Skills
Investments, Financial Advisory, Retirement Planning, Wealth Management, Securities, Retirement, Mutual Funds, Series 7, 401k, Fixed Annuities, Strategic Financial..., Series 63, Asset Allocation, Financial Analysis, Coaching, Life Insurance
Education
Winthrop University 2002 — 2005
MBA, Business Administration and Management, General
Clemson University 1995 — 1999
BS, Human Resources Development
Dover Financial March 2012 - Present
Edward Jones May 2008 - March 2012
Founders Federal Credit Union April 2005 - April 2008
Skills
Investments, Financial Advisory, Retirement Planning, Wealth Management, Securities, Retirement, Mutual Funds, Series 7, 401k, Fixed Annuities, Strategic Financial..., Series 63, Asset Allocation, Financial Analysis, Coaching, Life Insurance
Education
Winthrop University 2002 — 2005
MBA, Business Administration and Management, General
Clemson University 1995 — 1999
BS, Human Resources Development
Jessi Woods Jessi Woods's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Edward Jones February 2008 - July 2012
Education
Clarion University of Pennsylvania 2003 — 2007
Bachelor's Degree, Communication and Media Studies
Edward Jones July 2012 - Present
Edward Jones February 2008 - July 2012
Education
Clarion University of Pennsylvania 2003 — 2007
Bachelor's Degree, Communication and Media Studies
Samantha Abner-Wallace Samantha Abner-Wallace's Edward Jones Experience November 2012 - March 2013
Job
Industry Financial Services
Experience
PNC June 2013 - July 2015
Edward Jones November 2012 - March 2013
TIAA-CREF 2005 - 2009
Bank of America December 1989 - April 2005
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Financial Services, Asset Management, Leadership, Investment Strategies, Fixed Income
Education
North Central College 1993 — 1997
Master of Business Administration (MBA), Finance, General, 3.8
Clark Atlanta University 1975 — 1979
Bachelor of Arts (B.A.), Economics, 3.2
PNC June 2013 - July 2015
Edward Jones November 2012 - March 2013
TIAA-CREF 2005 - 2009
Bank of America December 1989 - April 2005
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Financial Services, Asset Management, Leadership, Investment Strategies, Fixed Income
Education
North Central College 1993 — 1997
Master of Business Administration (MBA), Finance, General, 3.8
Clark Atlanta University 1975 — 1979
Bachelor of Arts (B.A.), Economics, 3.2
LaCharette Davis LaCharette Davis's Edward Jones Experience 2009 - 2010
Job Sales Associate at Medical Doctor Associates
Industry Staffing and Recruiting
Experience
Medical Doctor Associates May 2014 - Present
Business Transformation & HUD Wholesale 2014 - 2015
Johnson & Freedman, LLC/ RCO Legal, P.S. 2013 - May 2014
Wells Fargo 2012 - 2013
McCalla Raymer, LLC & Johnson & Freedman, LLC 2010 - 2012
Edward Jones 2009 - 2010
Enterprise Rent-A-Car 2007 - 2009
Citizens Trust Bank 2005 - 2007
Starbucks Coffee Company 2005 - 2006
Golden Corral 2001 - 2005
Skills
Outlook, Microsoft Excel, Legal Writing, Microsoft Office, Real Estate, Legal Research, Customer Service, PowerPoint, Microsoft Word, Sales, Management, Contract Negotiation, Public Speaking, Research, Social Media, Loans, Mortgage Lending
Education
Clark Atlanta University 2003 — 2007
BA, Business Administration/Finance
Medical Doctor Associates May 2014 - Present
Business Transformation & HUD Wholesale 2014 - 2015
Johnson & Freedman, LLC/ RCO Legal, P.S. 2013 - May 2014
Wells Fargo 2012 - 2013
McCalla Raymer, LLC & Johnson & Freedman, LLC 2010 - 2012
Edward Jones 2009 - 2010
Enterprise Rent-A-Car 2007 - 2009
Citizens Trust Bank 2005 - 2007
Starbucks Coffee Company 2005 - 2006
Golden Corral 2001 - 2005
Skills
Outlook, Microsoft Excel, Legal Writing, Microsoft Office, Real Estate, Legal Research, Customer Service, PowerPoint, Microsoft Word, Sales, Management, Contract Negotiation, Public Speaking, Research, Social Media, Loans, Mortgage Lending
Education
Clark Atlanta University 2003 — 2007
BA, Business Administration/Finance
Amati Pettes Amati Pettes's Edward Jones Experience January 2003 - March 2005
Job CEO & CMO at AMP CRM
Industry Marketing and Advertising
Experience
Blackmamba CRM March 2007 - Present
Edward Jones January 2003 - March 2005
Skills
Small Business, Online Marketing, Entrepreneurship, Social Media Marketing, Advertising, SEM, Marketing Strategy, Online Advertising, Social Networking, Strategic Planning, Team Building, Public Speaking, Social Media, Marketing, SEO, New Business Development, Web Design, Marketing Communications, Sales, Email Marketing, Web Development, Public Relations, Digital Marketing, Management, Mobile Marketing, Digital Media, Strategy
Education
Clark Atlanta University 1998 — 2002
Bachelor of Arts (BA), Finance
Blackmamba CRM March 2007 - Present
Edward Jones January 2003 - March 2005
Skills
Small Business, Online Marketing, Entrepreneurship, Social Media Marketing, Advertising, SEM, Marketing Strategy, Online Advertising, Social Networking, Strategic Planning, Team Building, Public Speaking, Social Media, Marketing, SEO, New Business Development, Web Design, Marketing Communications, Sales, Email Marketing, Web Development, Public Relations, Digital Marketing, Management, Mobile Marketing, Digital Media, Strategy
Education
Clark Atlanta University 1998 — 2002
Bachelor of Arts (BA), Finance
Kendall Bruington Kendall Bruington's Edward Jones Experience October 2003 - March 2013
Job Client Services Manager at Bell Rogers Wealth Management
Industry Financial Services
Experience
Bell Rogers Wealth Management January 2014 - Present
Cornerstone Wealth Management March 2013 - December 2013
Edward Jones October 2003 - March 2013
Skills
Administrative..., Office Administration, Office Management, Calendars, Confidentiality, Data Entry, Executive Support, Outlook, Telephone Skills, Invoicing, Office Equipment, File Management, Fax, Administration, Administrative Work, Time Management
Education
Chowan University
Bell Rogers Wealth Management January 2014 - Present
Cornerstone Wealth Management March 2013 - December 2013
Edward Jones October 2003 - March 2013
Skills
Administrative..., Office Administration, Office Management, Calendars, Confidentiality, Data Entry, Executive Support, Outlook, Telephone Skills, Invoicing, Office Equipment, File Management, Fax, Administration, Administrative Work, Time Management
Education
Chowan University
Thomas Colvin's Edward Jones Experience November 2009 - May 2014
Job Currently taking offers.
Industry Financial Services
Experience
- Freelance June 2014 - Present
Edward Jones November 2009 - May 2014
Vanguard September 2005 - July 2009
Prudential Financial July 2003 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Finance, Mutual Funds, Retirement, 401k, Series 7, Insurance, Life Insurance, Financial Planning, Investments, Sales
Education
Chemeketa Community College 1993 — 1995
undergraduate work, General Studies
- Freelance June 2014 - Present
Edward Jones November 2009 - May 2014
Vanguard September 2005 - July 2009
Prudential Financial July 2003 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Finance, Mutual Funds, Retirement, 401k, Series 7, Insurance, Life Insurance, Financial Planning, Investments, Sales
Education
Chemeketa Community College 1993 — 1995
undergraduate work, General Studies
Brianna Williams Brianna Williams's Edward Jones Experience May 2012 - December 2013
Job Physical Therapy at the Medical University of South Carolina
Industry Health, Wellness and Fitness
Experience
Edward Jones May 2012 - December 2013
Clemson University August 2010 - January 2013
Lexington Medical Center May 2012 - August 2012
Clines Salon May 2011 - August 2011
Medical Comfort Systems April 2010 - January 2011
Millcreek Animal Hospital May 2006 - August 2009
Lexington Medical Center June 2008 - July 2008
Skills
Research, Microsoft Office, Cpr Certified, PowerPoint, Microsoft Word, Microsoft Excel, Teaching, EFNEP Volunteer, Nutrition Education, Nutrition, Morningstar, Quickbooks, Leprechaun Operating..., Facebook, Teamwork
Education
Medical University of South Carolina 2013 — 2016
Doctor of Physical Therapy, Physical Therapy/Therapist, 3.85
Clemson University 2009 — 2013
B.S, Food Science; Nutrition & Dietetics
Edward Jones May 2012 - December 2013
Clemson University August 2010 - January 2013
Lexington Medical Center May 2012 - August 2012
Clines Salon May 2011 - August 2011
Medical Comfort Systems April 2010 - January 2011
Millcreek Animal Hospital May 2006 - August 2009
Lexington Medical Center June 2008 - July 2008
Skills
Research, Microsoft Office, Cpr Certified, PowerPoint, Microsoft Word, Microsoft Excel, Teaching, EFNEP Volunteer, Nutrition Education, Nutrition, Morningstar, Quickbooks, Leprechaun Operating..., Facebook, Teamwork
Education
Medical University of South Carolina 2013 — 2016
Doctor of Physical Therapy, Physical Therapy/Therapist, 3.85
Clemson University 2009 — 2013
B.S, Food Science; Nutrition & Dietetics
Pierce Guderski's Edward Jones Experience October 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry
Experience
Edward Jones October 2014 - Present
Chapman University April 2014 - Present
Beta Theta Pi September 2013 - Present
Chapman University August 2013 - Present
Beta Theta Pi April 2014 - November 2014
Edward Jones June 2014 - August 2014
Beta Theta Pi January 2012 - April 2014
US Army April 2013 - November 2013
Hollister Co. May 2012 - August 2012
Nike July 2012 - July 2012
Skills
Social Networking, Event Planning, Entrepreneurship, Event Management, Facebook, Sales, Social Media, Music Production, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Audio Engineering, Retail, DJ, Coordinating Events, Philanthropy, Professional Audio, Music Performance, Promotions, Team Leadership, Project Management, Project Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
Chapman University
Chapman University
Edward Jones October 2014 - Present
Chapman University April 2014 - Present
Beta Theta Pi September 2013 - Present
Chapman University August 2013 - Present
Beta Theta Pi April 2014 - November 2014
Edward Jones June 2014 - August 2014
Beta Theta Pi January 2012 - April 2014
US Army April 2013 - November 2013
Hollister Co. May 2012 - August 2012
Nike July 2012 - July 2012
Skills
Social Networking, Event Planning, Entrepreneurship, Event Management, Facebook, Sales, Social Media, Music Production, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Audio Engineering, Retail, DJ, Coordinating Events, Philanthropy, Professional Audio, Music Performance, Promotions, Team Leadership, Project Management, Project Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
Chapman University
Chapman University
Kinsey Bondy Kinsey Bondy's Edward Jones Experience September 2003 - July 2007
Job Associate Director of Planned Gift Services at University of Michigan
Industry Higher Education
Experience
University of Michigan November 2012 - Present
University of Michigan July 2007 - November 2012
Edward Jones September 2003 - July 2007
Monroe Bank & Trust October 2001 - September 2003
Skills
Outlook, Microsoft Word, Spreadsheets, Access, Teamwork, Public Speaking, Banking, Financial Analysis, Finance, Budgets, Leadership, Sales, Marketing, Microsoft Excel, Google Docs, Google Apps, PowerPoint, SharePoint, Planned Giving, Trust Services, Charitable Trusts, Charitable Gift..., Pooled Income Funds, Bequests
Education
Cleary University 2004 — 2006
BBA, Finance
Siena Heights University 2003 — 2004
Accounting
Monroe County Community College 2000 — 2003
Associates, Accounting
University of Michigan November 2012 - Present
University of Michigan July 2007 - November 2012
Edward Jones September 2003 - July 2007
Monroe Bank & Trust October 2001 - September 2003
Skills
Outlook, Microsoft Word, Spreadsheets, Access, Teamwork, Public Speaking, Banking, Financial Analysis, Finance, Budgets, Leadership, Sales, Marketing, Microsoft Excel, Google Docs, Google Apps, PowerPoint, SharePoint, Planned Giving, Trust Services, Charitable Trusts, Charitable Gift..., Pooled Income Funds, Bequests
Education
Cleary University 2004 — 2006
BBA, Finance
Siena Heights University 2003 — 2004
Accounting
Monroe County Community College 2000 — 2003
Associates, Accounting
Max Averbuch, CFP Max Averbuch, CFP's Edward Jones Experience 2000 - May 2008
Job Financial Advisor, Branch Manager, Raymond James Ltd | Averbuch Wealth Management Inc
Industry Financial Services
Experience
Raymond James Ltd. Averbuch Wealth Management, Independent Financial Services May 2008 - Present
Edward Jones 2000 - May 2008
Old Mutual Financial Advisory Services 1990 - 2000
Skills
Mutual Funds, Retirement Planning, Retirement, Investment Strategies, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Advisory, Wealth, Investments, Financial Planners
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2007
Managing the Drucker Way
University of the Free State/Universiteit van die Vrystaat 1992 — 1992
ILPA, INSURANCE
CTHS 1972 — 1977
Raymond James Ltd. Averbuch Wealth Management, Independent Financial Services May 2008 - Present
Edward Jones 2000 - May 2008
Old Mutual Financial Advisory Services 1990 - 2000
Skills
Mutual Funds, Retirement Planning, Retirement, Investment Strategies, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Advisory, Wealth, Investments, Financial Planners
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2007
Managing the Drucker Way
University of the Free State/Universiteit van die Vrystaat 1992 — 1992
ILPA, INSURANCE
CTHS 1972 — 1977
John Murie John Murie's Edward Jones Experience October 2014 - March 2015
Job Regional Account Executive at Power Monitors
Industry Utilities
Experience
Power Monitors Inc. July 2015 - Present
Edward Jones October 2014 - March 2015
Sanofi-aventis May 2007 - July 2014
Boehringer Ingelheim July 2006 - May 2007
Novartis Pharmaceutical Corporation March 2002 - July 2006
James Madison University August 2000 - December 2001
Ancor Information Management April 1997 - July 2000
Automated Marketing Systems March 1996 - April 1997
Budco: The Dialogue Company September 1987 - March 1996
Skills
Sales, Pharmaceutical Sales, Pharmaceutical Industry, Sales Operations, Product Launch, Sales Effectiveness, Key Account Management, Medical Devices, Customer Service, Sales Management
Education
James Madison University 2000 — 2001
Master of Business Administration (MBA), Marketing and Finance, 3.5
Cleary University 1995 — 1996
Bachelor's Degree, Business Management, 3.28
Henry Ford Community College 1987 — 1992
Associate's Degree, Business Administration and Management, General, 2.9
Power Monitors Inc. July 2015 - Present
Edward Jones October 2014 - March 2015
Sanofi-aventis May 2007 - July 2014
Boehringer Ingelheim July 2006 - May 2007
Novartis Pharmaceutical Corporation March 2002 - July 2006
James Madison University August 2000 - December 2001
Ancor Information Management April 1997 - July 2000
Automated Marketing Systems March 1996 - April 1997
Budco: The Dialogue Company September 1987 - March 1996
Skills
Sales, Pharmaceutical Sales, Pharmaceutical Industry, Sales Operations, Product Launch, Sales Effectiveness, Key Account Management, Medical Devices, Customer Service, Sales Management
Education
James Madison University 2000 — 2001
Master of Business Administration (MBA), Marketing and Finance, 3.5
Cleary University 1995 — 1996
Bachelor's Degree, Business Management, 3.28
Henry Ford Community College 1987 — 1992
Associate's Degree, Business Administration and Management, General, 2.9
Kevin Mayer's Edward Jones Experience December 2003 - February 2007
Job Branch Manager National Branch at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2011 - Present
Ameriprise Financial Services, Inc. February 2007 - July 2011
Edward Jones December 2003 - February 2007
Central Carolina Bank January 2002 - November 2003
Skills
Retirement Planning, Series 7, Annuities, Financial Planning, Investments, Strategic Financial..., Fixed Annuities, Mutual Funds, Series 63, Investment Advisory, Retirement, Wealth Management, Series 24, Financial Planners, 401k Rollovers, Retirement Plan...
Education
Clemson University 1997 — 2001
BS, Marketing/Finance
E*TRADE Financial July 2011 - Present
Ameriprise Financial Services, Inc. February 2007 - July 2011
Edward Jones December 2003 - February 2007
Central Carolina Bank January 2002 - November 2003
Skills
Retirement Planning, Series 7, Annuities, Financial Planning, Investments, Strategic Financial..., Fixed Annuities, Mutual Funds, Series 63, Investment Advisory, Retirement, Wealth Management, Series 24, Financial Planners, 401k Rollovers, Retirement Plan...
Education
Clemson University 1997 — 2001
BS, Marketing/Finance
David Topper David Topper's Edward Jones Experience August 2008 - January 2012
Job Financial Advisor
Industry Financial Services
Experience
Northwest Financial & Tax Solutions, Inc. January 2015 - Present
Wells Fargo August 2012 - December 2013
Edward Jones August 2008 - January 2012
Macquarie Group July 2004 - May 2008
Skills
Business Planning, Retirement Planning, Mortgage Lending, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Strategic Financial..., Wealth Accumulation, Portfolio Management, Series 63, Loans, Investment Advisory, Credit, Investment Strategies, Bonds, Banking, Insurance, Management, Underwriting, Fixed Annuities, Strategy, Sales, Finance, Credit Analysis, Residential Mortgages, Valuation, Small Business, Financial Planning
Education
Northwest University Sacramento (formerly Capital Bible College) 1981 — 1983
Ministerial Arts
Clark College
Supervisory Management Certificate
Northwest Financial & Tax Solutions, Inc. January 2015 - Present
Wells Fargo August 2012 - December 2013
Edward Jones August 2008 - January 2012
Macquarie Group July 2004 - May 2008
Skills
Business Planning, Retirement Planning, Mortgage Lending, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Strategic Financial..., Wealth Accumulation, Portfolio Management, Series 63, Loans, Investment Advisory, Credit, Investment Strategies, Bonds, Banking, Insurance, Management, Underwriting, Fixed Annuities, Strategy, Sales, Finance, Credit Analysis, Residential Mortgages, Valuation, Small Business, Financial Planning
Education
Northwest University Sacramento (formerly Capital Bible College) 1981 — 1983
Ministerial Arts
Clark College
Supervisory Management Certificate
Jerry Mauch's Edward Jones Experience June 2012 - August 2012
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial January 2014 - Present
Unaffiliated looking for company November 2013 - January 2014
ING Financial Partners October 2012 - November 2013
Unemployed Licensed Financial Advisor August 2012 - October 2012
Edward Jones June 2012 - August 2012
Transitioning from the Navy March 2012 - June 2012
US Navy August 2008 - March 2012
US Navy July 1992 - October 2008
Various squadrons November 1995 - July 2008
JCCS-1 May 2006 - April 2007
Education
Chapman University 2004 — 2012
Organizational Leadership
Menlo Atherton HS 1988 — 1992
Voya Financial January 2014 - Present
Unaffiliated looking for company November 2013 - January 2014
ING Financial Partners October 2012 - November 2013
Unemployed Licensed Financial Advisor August 2012 - October 2012
Edward Jones June 2012 - August 2012
Transitioning from the Navy March 2012 - June 2012
US Navy August 2008 - March 2012
US Navy July 1992 - October 2008
Various squadrons November 1995 - July 2008
JCCS-1 May 2006 - April 2007
Education
Chapman University 2004 — 2012
Organizational Leadership
Menlo Atherton HS 1988 — 1992
Rufus M. Parsley III's Edward Jones Experience June 2013 - August 2013
Job Retail Sales Representative at Nestle USA
Industry Food & Beverages
Experience
Nestle S.A. January 2015 - Present
Caterpillar Financial May 2014 - July 2014
Edward Jones June 2013 - August 2013
Clark Atlanta University/Residential Life August 2011 - December 2012
Verizon Wireless/ ACI Telcom October 2011 - May 2012
The Fresh Air Fund June 2011 - August 2011
Allstate Insurance Company June 2007 - August 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Outlook, Budgets, Research, Negotiation, Public Speaking, Marketing, Sales, Sales Management, Retail, Team Leadership, Leadership, Teamwork, Team Building, Social Networking, Event Planning, Management
Education
Clark Atlanta University 2010 — 2014
Bachelor of Arts Degree, Business Administration: Marketing
Nestle S.A. January 2015 - Present
Caterpillar Financial May 2014 - July 2014
Edward Jones June 2013 - August 2013
Clark Atlanta University/Residential Life August 2011 - December 2012
Verizon Wireless/ ACI Telcom October 2011 - May 2012
The Fresh Air Fund June 2011 - August 2011
Allstate Insurance Company June 2007 - August 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Outlook, Budgets, Research, Negotiation, Public Speaking, Marketing, Sales, Sales Management, Retail, Team Leadership, Leadership, Teamwork, Team Building, Social Networking, Event Planning, Management
Education
Clark Atlanta University 2010 — 2014
Bachelor of Arts Degree, Business Administration: Marketing
Daylan Machado Daylan Machado's Edward Jones Experience June 2015 - August 2015
Job Finance Intern at Edward Jones
Industry Financial Services
Experience
Chapman University August 2014 - Present
Edward Jones June 2015 - August 2015
VOLCOM October 2014 - December 2014
Habitat for Humanity Maui May 2014 - August 2014
Maui Arts & Cultural Center May 2014 - August 2014
Serengetee LLC May 2014 - August 2014
Spotify January 2014 - August 2014
Pura Vida January 2014 - August 2014
Summer Play and Learn Sessions (PALS) June 2013 - July 2013
Skills
Leadership, Social Networking, Microsoft Office, Social Media, Microsoft Excel, Public Speaking, Time Management, Social Skills, Event Planning, Facebook, Ethical Leadership, Microsoft Word, Blogging, Community Outreach, PowerPoint, Communication Skills, Public Relations, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2015
Double Major: B.S. Business Administration with Finance Emphasis and B.A. Economics, Finance and Economics, Senior
Kamehameha Schools Maui Campus 2002 — 2012
High School Diploma
Chapman University August 2014 - Present
Edward Jones June 2015 - August 2015
VOLCOM October 2014 - December 2014
Habitat for Humanity Maui May 2014 - August 2014
Maui Arts & Cultural Center May 2014 - August 2014
Serengetee LLC May 2014 - August 2014
Spotify January 2014 - August 2014
Pura Vida January 2014 - August 2014
Summer Play and Learn Sessions (PALS) June 2013 - July 2013
Skills
Leadership, Social Networking, Microsoft Office, Social Media, Microsoft Excel, Public Speaking, Time Management, Social Skills, Event Planning, Facebook, Ethical Leadership, Microsoft Word, Blogging, Community Outreach, PowerPoint, Communication Skills, Public Relations, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2015
Double Major: B.S. Business Administration with Finance Emphasis and B.A. Economics, Finance and Economics, Senior
Kamehameha Schools Maui Campus 2002 — 2012
High School Diploma
Jonathan G Secora Pearl Jonathan G Secora Pearl's Edward Jones Experience December 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Perceptral LLC September 2013 - December 2013
Sensipass June 2013 - December 2013
Perceptral LLC May 2008 - December 2013
Sound Research & Design November 2006 - April 2008
Chapman University September 2007 - December 2007
Masaryk University 2003 - 2004
Skills
Entrepreneurship, Research, Speech Processing, Pattern Recognition, Public Speaking, Cognitive Science, Project Management, Proposal Writing, Linguistics, Start-ups, Speech, Speech Synthesis, Business Development, Strategic Planning, C++, Grant Writing, Program Management, Teaching, Leadership, Audiobooks
Education
University of California, Santa Barbara 2000 — 2005
PhD, Music, Cognitive Science, Linguistics
Coursera 2013 — 2013
Computer Science
Udacity 2013 — 2013
Mathematics and Computer Science
Rice University 1994 — 1997
MM, Music, Vocal Performance
Indiana University Bloomington 1990 — 1995
BGS, Music, General Studies
St. John's College 1989 — 1990
Liberal Arts
City University of New York City College 1983 — 1985
Fork Union Military Academy 1981 — 1983
Fallstaff Middle School 1979 — 1981
Hebbville Elementary School 1974 — 1978
Edward Jones December 2013 - Present
Perceptral LLC September 2013 - December 2013
Sensipass June 2013 - December 2013
Perceptral LLC May 2008 - December 2013
Sound Research & Design November 2006 - April 2008
Chapman University September 2007 - December 2007
Masaryk University 2003 - 2004
Skills
Entrepreneurship, Research, Speech Processing, Pattern Recognition, Public Speaking, Cognitive Science, Project Management, Proposal Writing, Linguistics, Start-ups, Speech, Speech Synthesis, Business Development, Strategic Planning, C++, Grant Writing, Program Management, Teaching, Leadership, Audiobooks
Education
University of California, Santa Barbara 2000 — 2005
PhD, Music, Cognitive Science, Linguistics
Coursera 2013 — 2013
Computer Science
Udacity 2013 — 2013
Mathematics and Computer Science
Rice University 1994 — 1997
MM, Music, Vocal Performance
Indiana University Bloomington 1990 — 1995
BGS, Music, General Studies
St. John's College 1989 — 1990
Liberal Arts
City University of New York City College 1983 — 1985
Fork Union Military Academy 1981 — 1983
Fallstaff Middle School 1979 — 1981
Hebbville Elementary School 1974 — 1978
Zachary Lauer's Edward Jones Experience September 2010 - July 2012
Job Health Advisor at USHealth Advisors
Industry Insurance
Experience
USHEALTH Advisors July 2015 - Present
Carlisle & Gallagher Consulting Group September 2014 - July 2015
Accenture May 2014 - September 2014
Accenture July 2012 - May 2014
Edward Jones September 2010 - July 2012
Skills
Microsoft Office, Project Management, Metrics Reporting, Data Analytics, Process Improvement, Consulting, Onboarding, Mutual Funds, Retirement Planning, Series 7, Retirement Income..., 401k Rollovers, Series 66, Saving for Education, Wealth Preservation..., IRA's, Annuities, Retirement, Investment Advisory, Asset Allocation, Long Term Care, Insurance Planning, Stocks
Education
Clarke College 2007 — 2010
Bachelor of Arts, Business Administration
Central Catholic High School 2004 — 2007
USHEALTH Advisors July 2015 - Present
Carlisle & Gallagher Consulting Group September 2014 - July 2015
Accenture May 2014 - September 2014
Accenture July 2012 - May 2014
Edward Jones September 2010 - July 2012
Skills
Microsoft Office, Project Management, Metrics Reporting, Data Analytics, Process Improvement, Consulting, Onboarding, Mutual Funds, Retirement Planning, Series 7, Retirement Income..., 401k Rollovers, Series 66, Saving for Education, Wealth Preservation..., IRA's, Annuities, Retirement, Investment Advisory, Asset Allocation, Long Term Care, Insurance Planning, Stocks
Education
Clarke College 2007 — 2010
Bachelor of Arts, Business Administration
Central Catholic High School 2004 — 2007
David Oswalt's Edward Jones Experience April 2007 - May 2011
Job Director of Marketing & Business Development at Thrive Medical, Inc.
Industry Hospital & Health Care
Experience
Thrive Medical, Inc. August 2013 - Present
AdvoCare November 2011 - Present
Mercedes-Benz of Dothan October 2011 - March 2014
Edward Jones April 2007 - May 2011
Skills
Real Estate, Team Building, Customer Retention, Customer Satisfaction, Sales, Automotive, Customer Service, Retail, Sales Operations, Vehicles, New Business Development, Selling, Profit, Finance, Sales Process, Marketing, Sales Management, Coaching, Account Management, Negotiation, Direct Sales, Training, Leadership, Marketing Strategy
Education
The Florida State University 1997 — 1999
Sport Management Business Emphasis
Chipola College 1996 — 1997
Thrive Medical, Inc. August 2013 - Present
AdvoCare November 2011 - Present
Mercedes-Benz of Dothan October 2011 - March 2014
Edward Jones April 2007 - May 2011
Skills
Real Estate, Team Building, Customer Retention, Customer Satisfaction, Sales, Automotive, Customer Service, Retail, Sales Operations, Vehicles, New Business Development, Selling, Profit, Finance, Sales Process, Marketing, Sales Management, Coaching, Account Management, Negotiation, Direct Sales, Training, Leadership, Marketing Strategy
Education
The Florida State University 1997 — 1999
Sport Management Business Emphasis
Chipola College 1996 — 1997
Davina Fitzgibbon Davina Fitzgibbon's Edward Jones Experience June 2008 - February 2009
Job Transaction Coordinator at Alpine Mortgage Planning NMLS 81395
Industry Financial Services
Experience
Alpine Mortgage Planning 2013 - Present
Summit Mortgage Corp September 2012 - July 2013
Washington State University April 2011 - June 2012
Biological Basis of Behavior January 2012 - May 2012
JP Morgan Chase Bank February 2009 - December 2010
Edward Jones June 2008 - February 2009
Security Mortgage January 2007 - February 2008
Washington Mutual BankVan.WA & Scotts.AZ August 1998 - December 2006
Skills
Insurance, Series 6, Series 63, Series 7, Mutual Funds, Mortgage Lending
Education
Washington State University 2010 — 2012
Bachelor of Science (BS), Psychology (emphasis on Neuroscience), 3.89- Magna Cum Laude
Clark College 1998 — 2004
AA, Business Admin
Columbia River HS
Alpine Mortgage Planning 2013 - Present
Summit Mortgage Corp September 2012 - July 2013
Washington State University April 2011 - June 2012
Biological Basis of Behavior January 2012 - May 2012
JP Morgan Chase Bank February 2009 - December 2010
Edward Jones June 2008 - February 2009
Security Mortgage January 2007 - February 2008
Washington Mutual BankVan.WA & Scotts.AZ August 1998 - December 2006
Skills
Insurance, Series 6, Series 63, Series 7, Mutual Funds, Mortgage Lending
Education
Washington State University 2010 — 2012
Bachelor of Science (BS), Psychology (emphasis on Neuroscience), 3.89- Magna Cum Laude
Clark College 1998 — 2004
AA, Business Admin
Columbia River HS
Michael Hykes Michael Hykes's Edward Jones Experience April 2010 - August 2010
Job Business Manager
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad October 2013 - Present
Union Pacific Railroad January 2012 - Present
Clark Atlanta University August 2007 - December 2011
Edward Jones April 2010 - August 2010
Clark Atlanta University May 2009 - August 2009
Enterprise Rent-A-Car Call Center May 2008 - August 2008
Lowe's Home Improvement April 2007 - September 2007
Skills
Leadership, Songwriting, Vocalist, Song Production, Music Production, Creative Writing, Training, Management, Sales, Marketing Strategy, Project Planning, Public Speaking, Social Media Marketing, Market Research, Recruiting, Sales Operations, Microsoft Office, Customer Service, Marketing
Education
Clark Atlanta University 2007 — 2012
Bachelor of Arts Degree, Business Administration; Economics
Hazelwood Central HIghschool 2003 — 2007
Graduate, Graduate
Union Pacific Railroad October 2013 - Present
Union Pacific Railroad January 2012 - Present
Clark Atlanta University August 2007 - December 2011
Edward Jones April 2010 - August 2010
Clark Atlanta University May 2009 - August 2009
Enterprise Rent-A-Car Call Center May 2008 - August 2008
Lowe's Home Improvement April 2007 - September 2007
Skills
Leadership, Songwriting, Vocalist, Song Production, Music Production, Creative Writing, Training, Management, Sales, Marketing Strategy, Project Planning, Public Speaking, Social Media Marketing, Market Research, Recruiting, Sales Operations, Microsoft Office, Customer Service, Marketing
Education
Clark Atlanta University 2007 — 2012
Bachelor of Arts Degree, Business Administration; Economics
Hazelwood Central HIghschool 2003 — 2007
Graduate, Graduate
Candace Eskew-Bell Candace Eskew-Bell's Edward Jones Experience March 1998 - November 1999
Job Pharmaceutical Sales and Business Growth | Strategic Planning | Physician Relations | Account Management
Industry Hospital & Health Care
Experience
Hospice Advantage, LLC July 2014 - Present
State Farm and ALFA Insurance June 2008 - 2013
DeVry Inc. September 2009 - June 2012
Solvay Pharmaceuticals (Grapevine) October 2006 - July 2009
AstraZeneca March 2003 - October 2006
Novartis November 1999 - January 2003
Edward Jones March 1998 - November 1999
Skills
Sales Process, Business Development, Healthcare, Contract Negotiation, Account Management, Pharmaceutical Industry, Business Strategy, Sales Management, Key Account Management, CRM, Salesforce.com, Pharmaceutical Sales, Medical Devices, Cardiology, Endocrinology, SaaS, Healthcare Information..., Biotechnology, Cold Calling Experience, Pediatrics, Respiratory Products, Infectious Diseases, Neurology, Alzheimer's disease, Long Term Care Insurance, Nephrology, Revenue Cycle Management, EMR, Healthcare Management, New Business Development, Social Media Marketing, Medical Education
Education
Clark Atlanta University 1995 — 1998
Master of Public Administration (MPA)
Fisk University 1990 — 1994
B.A. Speech/Mass Communications
Hospice Advantage, LLC July 2014 - Present
State Farm and ALFA Insurance June 2008 - 2013
DeVry Inc. September 2009 - June 2012
Solvay Pharmaceuticals (Grapevine) October 2006 - July 2009
AstraZeneca March 2003 - October 2006
Novartis November 1999 - January 2003
Edward Jones March 1998 - November 1999
Skills
Sales Process, Business Development, Healthcare, Contract Negotiation, Account Management, Pharmaceutical Industry, Business Strategy, Sales Management, Key Account Management, CRM, Salesforce.com, Pharmaceutical Sales, Medical Devices, Cardiology, Endocrinology, SaaS, Healthcare Information..., Biotechnology, Cold Calling Experience, Pediatrics, Respiratory Products, Infectious Diseases, Neurology, Alzheimer's disease, Long Term Care Insurance, Nephrology, Revenue Cycle Management, EMR, Healthcare Management, New Business Development, Social Media Marketing, Medical Education
Education
Clark Atlanta University 1995 — 1998
Master of Public Administration (MPA)
Fisk University 1990 — 1994
B.A. Speech/Mass Communications
Brandon Tracey Brandon Tracey's Edward Jones Experience June 2012 - August 2012
Job Member Experience Lead at Payoff
Industry Marketing and Advertising
Experience
Payoff October 2014 - Present
Insight Global June 2014 - August 2014
Hillstone Restaurant Group March 2014 - August 2014
Jacuzzi Group Worldwide June 2013 - August 2013
Chapman University April 2013 - August 2013
Aura Labs, Inc. February 2013 - May 2013
Rose Street of Orange February 2013 - April 2013
Edward Jones June 2012 - August 2012
Chapman University February 2012 - May 2012
Belltower Books November 2011 - January 2012
Skills
Listening Skills, Leadership, Interpersonal Skills, Learning Quickly, Critical Thinking, Telephone Skills, Public Speaking, Team Leadership, Time Management, Social Media, Facebook, Social Networking, Entrepreneurship, PowerPoint, Teamwork, Microsoft Office, Management, Sales, Marketing, Microsoft Word, Product Development, Strategy, Internal Communications, Administration, Marketing Communications, Corporate Communications, Cross-functional Team..., Computer Literate, Word, Administrative Support, Problem Solving, Marketing Strategy, Writing, Student Outreach, Leadership Development, Team Management, Fire Breathing, Ice Carving, Sales Process, Customer Relations, Customer Satisfaction, Customer Service, Customer Engagement, Training & Development, Team Building
Education
Chapman University 2010 — 2014
Bachelor's Degree, B.S. in Business Administration, B.A. in Strategic/Corporate Communication, Honors Program
Boulder Creek High School 2006 — 2010
Diploma, College Preparation
Payoff October 2014 - Present
Insight Global June 2014 - August 2014
Hillstone Restaurant Group March 2014 - August 2014
Jacuzzi Group Worldwide June 2013 - August 2013
Chapman University April 2013 - August 2013
Aura Labs, Inc. February 2013 - May 2013
Rose Street of Orange February 2013 - April 2013
Edward Jones June 2012 - August 2012
Chapman University February 2012 - May 2012
Belltower Books November 2011 - January 2012
Skills
Listening Skills, Leadership, Interpersonal Skills, Learning Quickly, Critical Thinking, Telephone Skills, Public Speaking, Team Leadership, Time Management, Social Media, Facebook, Social Networking, Entrepreneurship, PowerPoint, Teamwork, Microsoft Office, Management, Sales, Marketing, Microsoft Word, Product Development, Strategy, Internal Communications, Administration, Marketing Communications, Corporate Communications, Cross-functional Team..., Computer Literate, Word, Administrative Support, Problem Solving, Marketing Strategy, Writing, Student Outreach, Leadership Development, Team Management, Fire Breathing, Ice Carving, Sales Process, Customer Relations, Customer Satisfaction, Customer Service, Customer Engagement, Training & Development, Team Building
Education
Chapman University 2010 — 2014
Bachelor's Degree, B.S. in Business Administration, B.A. in Strategic/Corporate Communication, Honors Program
Boulder Creek High School 2006 — 2010
Diploma, College Preparation
Joshua Slattery's Edward Jones Experience June 2012 - November 2013
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase November 2013 - Present
Edward Jones June 2012 - November 2013
National Surgical Hospitals October 2010 - June 2012
First Industrial Realty Trust June 2007 - August 2010
Honkamp Krueger & Co., P.C. September 2006 - May 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Budgets, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Leadership, Management, Microsoft Excel, Microsoft Office
Education
Clarke University 2002 — 2007
BA, Accounting
Clarke University 2002 — 2007
BA, Business Administration (Finance)
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase November 2013 - Present
Edward Jones June 2012 - November 2013
National Surgical Hospitals October 2010 - June 2012
First Industrial Realty Trust June 2007 - August 2010
Honkamp Krueger & Co., P.C. September 2006 - May 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Budgets, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Leadership, Management, Microsoft Excel, Microsoft Office
Education
Clarke University 2002 — 2007
BA, Accounting
Clarke University 2002 — 2007
BA, Business Administration (Finance)
Eric Lundblade, AAMS® Eric Lundblade, AAMS®'s Edward Jones Experience January 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Skills
Retirement Planning, Series 7, College Savings Plans, Long Term Care Insurance, Tax Free Income, Life Insurance, AAMS, Series 66
Education
Clemson University 2002 — 2006
College of Business and Behavioral Science, Bachelor of Science
College for Financial Planning 2009 — 2010
Accredited Asset Management Specialist, AAMS
Edward Jones January 2007 - Present
Skills
Retirement Planning, Series 7, College Savings Plans, Long Term Care Insurance, Tax Free Income, Life Insurance, AAMS, Series 66
Education
Clemson University 2002 — 2006
College of Business and Behavioral Science, Bachelor of Science
College for Financial Planning 2009 — 2010
Accredited Asset Management Specialist, AAMS
Mitchell Swan Mitchell Swan's Edward Jones Experience February 1999 - October 2000
Job Senior Wealth Advisor, MBA at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. 2015 - Present
United States Marine Corps Reserves May 1987 - Present
Congessional Campaign 2014 January 2014 - May 2014
Merrill Lynch October 2000 - December 2008
Edward Jones February 1999 - October 2000
Skills
Strategic Planning, Logistics Planning, Financial Advisory, Military Logistics, Command, Military, Military Operations, DoD, Defense, Military Experience, Operational Planning, Top Secret, Security Clearance, Government, Intelligence, Organizational..., National Security, Intelligence Analysis, Sales
Education
Chaminade University of Honolulu 1993 — 1995
Master of Business Administration (MBA)
Marquette University 1983 — 1987
Bachelor of Science (BS), Marketing
CONCERT Wealth Management, Inc. 2015 - Present
United States Marine Corps Reserves May 1987 - Present
Congessional Campaign 2014 January 2014 - May 2014
Merrill Lynch October 2000 - December 2008
Edward Jones February 1999 - October 2000
Skills
Strategic Planning, Logistics Planning, Financial Advisory, Military Logistics, Command, Military, Military Operations, DoD, Defense, Military Experience, Operational Planning, Top Secret, Security Clearance, Government, Intelligence, Organizational..., National Security, Intelligence Analysis, Sales
Education
Chaminade University of Honolulu 1993 — 1995
Master of Business Administration (MBA)
Marquette University 1983 — 1987
Bachelor of Science (BS), Marketing
Steve Eudy Steve Eudy's Edward Jones Experience October 2008 - June 2010
Job Financial Adviser at Nationwide Financial
Industry Financial Services
Experience
Prepared Life and Financial May 2013 - Present
Nationwide Insurance November 2011 - Present
Edward Jones October 2008 - June 2010
Skills
Critical Illness, Long Term Care, Term Life Insurance, Disability Insurance, Insurance, Retirement Planning, Whole Life, Annuities
Education
Christopher Newport University 1995 — 2000
Horticulture
Prepared Life and Financial May 2013 - Present
Nationwide Insurance November 2011 - Present
Edward Jones October 2008 - June 2010
Skills
Critical Illness, Long Term Care, Term Life Insurance, Disability Insurance, Insurance, Retirement Planning, Whole Life, Annuities
Education
Christopher Newport University 1995 — 2000
Horticulture
Travis Moore, MBA, CFP®, AAMS® Travis Moore, MBA, CFP®, AAMS®'s Edward Jones Experience August 2004 - July 2010
Job CERTIFIED FINANCIAL PLANNER™ at Intervest International Equities Corp
Industry Financial Services
Experience
Intervest International Equities Corp July 2010 - Present
Edward Jones August 2004 - July 2010
Eli Lilly and Company October 1999 - August 2004
Skills
Personal Financial..., Retirement Planning, Investment Strategies, Insurance, Personal Tax Planning, Financial Advisory, Retirement, Mutual Funds, Investments
Education
Charleston Southern University 2010 — 2013
MBA, Finance emphasis
College of Charleston 2011 — 2012
CFP, Certified Financial Planner
Marshall University 1994 — 1998
BBA, cum Laude, Marketing & Business Logistics
Intervest International Equities Corp July 2010 - Present
Edward Jones August 2004 - July 2010
Eli Lilly and Company October 1999 - August 2004
Skills
Personal Financial..., Retirement Planning, Investment Strategies, Insurance, Personal Tax Planning, Financial Advisory, Retirement, Mutual Funds, Investments
Education
Charleston Southern University 2010 — 2013
MBA, Finance emphasis
College of Charleston 2011 — 2012
CFP, Certified Financial Planner
Marshall University 1994 — 1998
BBA, cum Laude, Marketing & Business Logistics
Edward Bettner Edward Bettner's Edward Jones Experience March 2004 - November 2011
Job Financial Advisor at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - August 2014
Edward Jones March 2004 - November 2011
Skills
Retirement, Financial Services, Finance, Financial Planning, Leadership, Insurance, Life Insurance, Portfolio Management, Financial Analysis, Retirement Planning
Education
Cincinnati State Technical and Community College 1976 — 1978
Associate's degree, General Sales, Merchandising and Related Marketing Operations
Northern Kentucky University 1975 — 1976
Signator Investors, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - August 2014
Edward Jones March 2004 - November 2011
Skills
Retirement, Financial Services, Finance, Financial Planning, Leadership, Insurance, Life Insurance, Portfolio Management, Financial Analysis, Retirement Planning
Education
Cincinnati State Technical and Community College 1976 — 1978
Associate's degree, General Sales, Merchandising and Related Marketing Operations
Northern Kentucky University 1975 — 1976
Campion Usry Campion Usry's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Merrill Lynch September 2012 - November 2013
United States Marine Corps January 1999 - July 2003
Skills
Finance, Management, Investments, Sales, Series 7, Series 63, Series 65, Martial Arts, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Marketing, Accounting, Fixed Annuities, Small Business, Roth IRA, Mutual Funds, Financial Analysis, Risk Management, Logistics, Rock Climbing, Combat, Infantry Tactics, Estate Planning, 401k Rollovers, Investment Strategies, Investment Advisory, Insurance, Asset Allocation, Business Development
Education
Charleston Southern University 2007 — 2009
Masters of Business Administration, Finance
University of South Carolina - Darla Moore School of Business 2003 — 2006
Bachelors of Business Administration, Finance
Edward Jones December 2013 - Present
Merrill Lynch September 2012 - November 2013
United States Marine Corps January 1999 - July 2003
Skills
Finance, Management, Investments, Sales, Series 7, Series 63, Series 65, Martial Arts, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Marketing, Accounting, Fixed Annuities, Small Business, Roth IRA, Mutual Funds, Financial Analysis, Risk Management, Logistics, Rock Climbing, Combat, Infantry Tactics, Estate Planning, 401k Rollovers, Investment Strategies, Investment Advisory, Insurance, Asset Allocation, Business Development
Education
Charleston Southern University 2007 — 2009
Masters of Business Administration, Finance
University of South Carolina - Darla Moore School of Business 2003 — 2006
Bachelors of Business Administration, Finance
Perry Dressler Perry Dressler's Edward Jones Experience February 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2002 - Present
Tates Creek Christian Church February 1995 - February 2002
Skills
529 Plans, IRAs, Retirement Planning, Stocks, Bonds, Variable Annuities, Fixed Annuities, Simple IRA, SEP IRA, 401k, Estate Considerations, Retirement
Education
Cincinnati Christian University 1987 — 1991
Bachelor of Science (BS), Christian Ministries
Edward Jones February 2002 - Present
Tates Creek Christian Church February 1995 - February 2002
Skills
529 Plans, IRAs, Retirement Planning, Stocks, Bonds, Variable Annuities, Fixed Annuities, Simple IRA, SEP IRA, 401k, Estate Considerations, Retirement
Education
Cincinnati Christian University 1987 — 1991
Bachelor of Science (BS), Christian Ministries
O. Dale Saylor O. Dale Saylor's Edward Jones Experience June 2001 - August 2001
Job Mathematics Instructor
Industry Higher Education
Experience
MissionNext May 2011 - Present
Southern Wesleyan University January 2011 - May 2014
University of South Carolina Upstate August 2001 - May 2014
Roanoke Valley - Alleghany Regional Commission 2014 - 2014
Spartanburg Community College January 2001 - July 2010
Edward Jones June 2001 - August 2001
CSC - Computer Sciences Corporation January 1997 - July 2000
Logicon Syscon, Inc. May 1989 - January 1997
VITRO Corporation May 1988 - May 1989
Syscon Corporation May 1987 - May 1988
Skills
Microsoft Office, Video editing, Video Editing, Public Speaking, PowerPoint, Editing, Teaching, Higher Education, Mathematics Education, Algebra, Curriculum Development, Tutoring, Discrete Mathematics, Calculus, Probability, Statistics, Volunteering, Data Analysis, Research, Nonprofits, Community Outreach
Education
Clarion University of Pennsylvania 1968 — 1969
Master of Education (M.Ed.), Mathematics, 3.67
Clarion University of Pennsylvania 1964 — 1968
Bachelor of Science (B.S.), Mathematics major, physics minor, 2.97
University of South Carolina Upstate 2012 — 2012
Jenner-Boswell High School 1958 — 1964
Diploma, Academic, 10th in class
MissionNext May 2011 - Present
Southern Wesleyan University January 2011 - May 2014
University of South Carolina Upstate August 2001 - May 2014
Roanoke Valley - Alleghany Regional Commission 2014 - 2014
Spartanburg Community College January 2001 - July 2010
Edward Jones June 2001 - August 2001
CSC - Computer Sciences Corporation January 1997 - July 2000
Logicon Syscon, Inc. May 1989 - January 1997
VITRO Corporation May 1988 - May 1989
Syscon Corporation May 1987 - May 1988
Skills
Microsoft Office, Video editing, Video Editing, Public Speaking, PowerPoint, Editing, Teaching, Higher Education, Mathematics Education, Algebra, Curriculum Development, Tutoring, Discrete Mathematics, Calculus, Probability, Statistics, Volunteering, Data Analysis, Research, Nonprofits, Community Outreach
Education
Clarion University of Pennsylvania 1968 — 1969
Master of Education (M.Ed.), Mathematics, 3.67
Clarion University of Pennsylvania 1964 — 1968
Bachelor of Science (B.S.), Mathematics major, physics minor, 2.97
University of South Carolina Upstate 2012 — 2012
Jenner-Boswell High School 1958 — 1964
Diploma, Academic, 10th in class
Bryan M. Totri, CFP Bryan M. Totri, CFP's Edward Jones Experience 1989 - 1992
Job Director of Financial Planning
Industry Financial Services
Experience
St. John & Associates, Inc. March 2007 - Present
Financial 2013 - Present
WellSpring Planning, LLC 1995 - 2007
Lindner Group 1992 - 1994
Edward Jones 1989 - 1992
Skills
Financial Analysis, Financial Modeling, Retirement Planning, Wealth Management, Financial Reporting, Investments, Retirement, Investment Advisory, Corporate Finance, Estate Planning, Forecasting, Asset Allocation, Asset Managment, Budgets, Mutual Funds, Portfolio Management, Mergers, Mortgage Lending, Finance
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
University of San Francisco 1985 — 1986
Economics
City College of San Francisco 1982 — 1984
Business Management
Greater Hartford Community College 1975 — 1977
Computer Science
St. John & Associates, Inc. March 2007 - Present
Financial 2013 - Present
WellSpring Planning, LLC 1995 - 2007
Lindner Group 1992 - 1994
Edward Jones 1989 - 1992
Skills
Financial Analysis, Financial Modeling, Retirement Planning, Wealth Management, Financial Reporting, Investments, Retirement, Investment Advisory, Corporate Finance, Estate Planning, Forecasting, Asset Allocation, Asset Managment, Budgets, Mutual Funds, Portfolio Management, Mergers, Mortgage Lending, Finance
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
University of San Francisco 1985 — 1986
Economics
City College of San Francisco 1982 — 1984
Business Management
Greater Hartford Community College 1975 — 1977
Computer Science
Michele Chavers Michele Chavers's Edward Jones Experience February 2007 - August 2012
Job Realtor at Exit Realty of the Valley
Industry Real Estate
Experience
Exit Realty of the Valley September 2011 - Present
Edward Jones February 2007 - August 2012
Ameriprise Financial Services, Inc. September 2003 - December 2006
Education
Cincinnati State Technical and Community College 1997 — 1997
Flomaton High School 1987 — 1989
Exit Realty of the Valley September 2011 - Present
Edward Jones February 2007 - August 2012
Ameriprise Financial Services, Inc. September 2003 - December 2006
Education
Cincinnati State Technical and Community College 1997 — 1997
Flomaton High School 1987 — 1989
Les Pearson Les Pearson's Edward Jones Experience 1998 - 2000
Job CHIEF INFORMATION OFFICER at Memphis College of Art
Industry Information Technology and Services
Experience
Memphis College of Art June 2013 - Present
National Civil Rights Museum February 2011 - June 2013
Smith & Nephew, Inc. October 2007 - October 2010
17th Judicial Circuit State of Florida September 2004 - October 2007
Radgov Inc 2002 - 2003
South Florida Water Management District 2000 - 2002
Edward Jones 1998 - 2000
Federal Express 1983 - 1995
Skills
Project Management, Process Improvement, Program Management, Leadership, Management, Cross-functional Team..., Strategic Planning, Team Building, Operations Management, Change Management, Business Analysis, Team Leadership, Vendor Management, Integration, Customer Service, Strategy, Business Development, Troubleshooting, Software Documentation, IT Management, Information Technology, Training, Security, IT Strategy, Disaster Recovery, Visio, Business Intelligence, Business Process..., SharePoint, System Administration, ERP, ITIL, CRM, Data Center, IT Operations, IT Service Management, PMP, Project Portfolio..., Project Planning, SDLC, Business Process, PMO, MS Project, Databases, Outsourcing, Enterprise Architecture, Software Project..., Analysis, Requirements Analysis, Systems Analysis
Education
Christian Brothers University 1990 — 1992
MS/MBA Information Systems Management, MS Telecommunications Sciences
Memphis College of Art June 2013 - Present
National Civil Rights Museum February 2011 - June 2013
Smith & Nephew, Inc. October 2007 - October 2010
17th Judicial Circuit State of Florida September 2004 - October 2007
Radgov Inc 2002 - 2003
South Florida Water Management District 2000 - 2002
Edward Jones 1998 - 2000
Federal Express 1983 - 1995
Skills
Project Management, Process Improvement, Program Management, Leadership, Management, Cross-functional Team..., Strategic Planning, Team Building, Operations Management, Change Management, Business Analysis, Team Leadership, Vendor Management, Integration, Customer Service, Strategy, Business Development, Troubleshooting, Software Documentation, IT Management, Information Technology, Training, Security, IT Strategy, Disaster Recovery, Visio, Business Intelligence, Business Process..., SharePoint, System Administration, ERP, ITIL, CRM, Data Center, IT Operations, IT Service Management, PMP, Project Portfolio..., Project Planning, SDLC, Business Process, PMO, MS Project, Databases, Outsourcing, Enterprise Architecture, Software Project..., Analysis, Requirements Analysis, Systems Analysis
Education
Christian Brothers University 1990 — 1992
MS/MBA Information Systems Management, MS Telecommunications Sciences
Christopher Theis Christopher Theis's Edward Jones Experience April 2004 - June 2006
Job Management Professional
Industry Management Consulting
Experience
UVEST / IRONSTONE SECURITIES January 2007 - October 2009
Capital Investments July 2006 - January 2007
Edward Jones April 2004 - June 2006
SYSTECH INTERNATIONAL May 2002 - October 2003
DT PACKAGING SYSTEMS November 1999 - April 2002
MLB INDUSTRIES, INC January 1997 - October 1999
PM CONSTRUCTION CO August 1996 - December 1996
CONTAK CONSTRUCTION CO December 1994 - April 1996
Skills
New Business Development, Project Management, Strategic Planning, Start-ups, Management, Leadership, Contract Negotiation, Account Management, Team Building, Sales, Budgets, Marketing, Sales Operations, Sales Management, Training, Customer Service
Education
Clarkson University 1991 — 1993
BS, Civil & Environmental Engineering
UVEST / IRONSTONE SECURITIES January 2007 - October 2009
Capital Investments July 2006 - January 2007
Edward Jones April 2004 - June 2006
SYSTECH INTERNATIONAL May 2002 - October 2003
DT PACKAGING SYSTEMS November 1999 - April 2002
MLB INDUSTRIES, INC January 1997 - October 1999
PM CONSTRUCTION CO August 1996 - December 1996
CONTAK CONSTRUCTION CO December 1994 - April 1996
Skills
New Business Development, Project Management, Strategic Planning, Start-ups, Management, Leadership, Contract Negotiation, Account Management, Team Building, Sales, Budgets, Marketing, Sales Operations, Sales Management, Training, Customer Service
Education
Clarkson University 1991 — 1993
BS, Civil & Environmental Engineering
Holly Whitmore-Duthie Holly Whitmore-Duthie's Edward Jones Experience November 1999 - Present
Job Senior Financial Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones November 1999 - Present
Education
Cleary University 2006 — 2008
Masters (MBA), Business Administration - Management
Grand Valley State University 1996 — 2000
Bachelor of Science, Marketing
Edward Jones November 1999 - Present
Education
Cleary University 2006 — 2008
Masters (MBA), Business Administration - Management
Grand Valley State University 1996 — 2000
Bachelor of Science, Marketing
Suzanne Nurse, MBA Suzanne Nurse, MBA's Edward Jones Experience October 2009 - June 2010
Job Independent Professional
Industry Design
Experience
Edward Jones October 2009 - June 2010
Brisa North America August 2007 - January 2008
Barclays Capital August 2000 - July 2007
Office of Dr. Lorna Barnett January 1995 - December 1999
Skills
Insurance, Management, Accounting, Finance, Strategic Planning, Risk Management, Business Development, Financial Services, Small Business, Strategic Financial..., Investments, CRM, Human Resources, Series 7, Marketing Strategy, Marketing, Customer Service, Sales, Investment Strategies
Education
University of Maryland University College 2006 — 2008
MBA, Master of Business Administration, 3.3 / 4.0
City University of New York-Hunter College 2000 — 2004
Bachelor of Science, Chemistry (Major) / Math and Physics (Minor), 3.5 / 4.0
Edward Jones October 2009 - June 2010
Brisa North America August 2007 - January 2008
Barclays Capital August 2000 - July 2007
Office of Dr. Lorna Barnett January 1995 - December 1999
Skills
Insurance, Management, Accounting, Finance, Strategic Planning, Risk Management, Business Development, Financial Services, Small Business, Strategic Financial..., Investments, CRM, Human Resources, Series 7, Marketing Strategy, Marketing, Customer Service, Sales, Investment Strategies
Education
University of Maryland University College 2006 — 2008
MBA, Master of Business Administration, 3.3 / 4.0
City University of New York-Hunter College 2000 — 2004
Bachelor of Science, Chemistry (Major) / Math and Physics (Minor), 3.5 / 4.0
Don Houston Don Houston's Edward Jones Experience 2008 - 2012
Job Investment Executive @ Riverview Asset Management Company
Industry Financial Services
Experience
Riverview Asset Management Company 2012 - Present
Edward Jones 2008 - 2012
First Independent Bank 2005 - 2007
Washington Mutual Bank 1993 - 2005
Modern Woodmen of America 1989 - 1993
US Army 1987 - 1988
United States Marine Corps 1982 - 1986
Skills
Insurance, Management, Coaching, Budgets, Retirement Planning, Team Leadership, Human Resources, Investments, Team Building, Customer Service, Sales, Leadership, Strategic Planning, Finance, Sales Management, Process Improvement, Marketing, Project Management, Program Management, Public Speaking, Risk Management
Education
Portland State University 1988 — 1989
Clark College 1981 — 1982
Riverview Asset Management Company 2012 - Present
Edward Jones 2008 - 2012
First Independent Bank 2005 - 2007
Washington Mutual Bank 1993 - 2005
Modern Woodmen of America 1989 - 1993
US Army 1987 - 1988
United States Marine Corps 1982 - 1986
Skills
Insurance, Management, Coaching, Budgets, Retirement Planning, Team Leadership, Human Resources, Investments, Team Building, Customer Service, Sales, Leadership, Strategic Planning, Finance, Sales Management, Process Improvement, Marketing, Project Management, Program Management, Public Speaking, Risk Management
Education
Portland State University 1988 — 1989
Clark College 1981 — 1982
Greg Hanlon Greg Hanlon's Edward Jones Experience September 2011 - January 2013
Job Financial Services Professional at MassMutual Arizona
Industry Financial Services
Experience
MassMutual Arizona November 2014 - Present
Wells Fargo Home Mortgage March 2013 - February 2014
Edward Jones September 2011 - January 2013
Bank of America March 2008 - September 2010
State Farm July 2007 - March 2008
Deals on Wheels May 2004 - July 2007
Skills
Banking, Mortgage Lending, Uniform Combined State..., Finance, Sales, Leadership, Loans, Retirement Planning, Client Management, Credit & Income Analysis, International Business, Consultative Sales, Leadership & Teamwork, Relationship Building, Conversational Spanish, Financial Needs Analysis, Licensed Life & Health..., Customer Service, Financial Services
Education
University of Redlands 2004 — 2007
Bachelor of Arts (BA), Business Administration, Sociology & Spanish
De Anza College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Arcata High School 1998 — 2002
Cheonggang Academy
Bachelor of Arts degree was a combination of Business, Sociology; Spanish
MassMutual Arizona November 2014 - Present
Wells Fargo Home Mortgage March 2013 - February 2014
Edward Jones September 2011 - January 2013
Bank of America March 2008 - September 2010
State Farm July 2007 - March 2008
Deals on Wheels May 2004 - July 2007
Skills
Banking, Mortgage Lending, Uniform Combined State..., Finance, Sales, Leadership, Loans, Retirement Planning, Client Management, Credit & Income Analysis, International Business, Consultative Sales, Leadership & Teamwork, Relationship Building, Conversational Spanish, Financial Needs Analysis, Licensed Life & Health..., Customer Service, Financial Services
Education
University of Redlands 2004 — 2007
Bachelor of Arts (BA), Business Administration, Sociology & Spanish
De Anza College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Arcata High School 1998 — 2002
Cheonggang Academy
Bachelor of Arts degree was a combination of Business, Sociology; Spanish
Adam Hedden Adam Hedden's Edward Jones Experience March 2007 - May 2008
Job Resident Maintenance Engineer at South Carolina Department of Transportation
Industry Construction
Experience
South Carolina Department of Transportation June 2015 - Present
South Carolina Department of Transportation August 2014 - June 2015
South Carolina Department of Transportation October 2011 - August 2014
South Carolina Department of Transportation May 2008 - October 2011
Edward Jones March 2007 - May 2008
CSX Transportation October 2003 - March 2007
Eaton Corporation August 2002 - September 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, AutoCAD, Primavera P6, Mainframe, Visual Basic 5.0/6.0, Leadership, Training, Sales Presentations, Claim Investigation, Negotiation, Settlement Agreements, Securities, Railway, Project Management, Start-up Environment, Bill of Materials, Public Speaking, Organization, Goal Oriented, Time Management, Time Study, Christianity, Process Improvement, Operations Management, Project Planning, Six Sigma
Education
Clemson University 1997 — 2000
Bachelor of Science (B.S.), Industrial Engineering
South Carolina Department of Transportation June 2015 - Present
South Carolina Department of Transportation August 2014 - June 2015
South Carolina Department of Transportation October 2011 - August 2014
South Carolina Department of Transportation May 2008 - October 2011
Edward Jones March 2007 - May 2008
CSX Transportation October 2003 - March 2007
Eaton Corporation August 2002 - September 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, AutoCAD, Primavera P6, Mainframe, Visual Basic 5.0/6.0, Leadership, Training, Sales Presentations, Claim Investigation, Negotiation, Settlement Agreements, Securities, Railway, Project Management, Start-up Environment, Bill of Materials, Public Speaking, Organization, Goal Oriented, Time Management, Time Study, Christianity, Process Improvement, Operations Management, Project Planning, Six Sigma
Education
Clemson University 1997 — 2000
Bachelor of Science (B.S.), Industrial Engineering
Misti Cherry Misti Cherry's Edward Jones Experience October 2004 - July 2005
Job Client Account Specialist at Hinshaw & Culbertson LLP
Industry Law Practice
Experience
Hinshaw & Culbertson LLP July 2013 - Present
Hinshaw & Culbertson LLP May 2012 - July 2013
Hinshaw & Culbertson LLP November 2009 - May 2012
CNA Insurance November 2006 - October 2009
Farmers Insurance July 2005 - September 2006
Edward Jones October 2004 - July 2005
Skills
Legal Research, Appeals, Aderant, Series 7, Series 63, Life Insurance, Property & Casualty..., Financial Accounting, Accounts Receivable, Account Management, Financial Services, Securities, Microsoft Excel, Insurance, 401k, Microsoft Office
Education
Roosevelt University 2001 — 2003
Bachelor of Science (B.S.), Finance, General
City Colleges of Chicago-Richard J Daley College 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Hinshaw & Culbertson LLP July 2013 - Present
Hinshaw & Culbertson LLP May 2012 - July 2013
Hinshaw & Culbertson LLP November 2009 - May 2012
CNA Insurance November 2006 - October 2009
Farmers Insurance July 2005 - September 2006
Edward Jones October 2004 - July 2005
Skills
Legal Research, Appeals, Aderant, Series 7, Series 63, Life Insurance, Property & Casualty..., Financial Accounting, Accounts Receivable, Account Management, Financial Services, Securities, Microsoft Excel, Insurance, 401k, Microsoft Office
Education
Roosevelt University 2001 — 2003
Bachelor of Science (B.S.), Finance, General
City Colleges of Chicago-Richard J Daley College 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Lindsay Brown's Edward Jones Experience April 2012 - March 2013
Job Project Coordinator at Townsquare Media
Industry Broadcast Media
Experience
Townsquare Media December 2013 - Present
Townsquare Media March 2013 - December 2013
Edward Jones April 2012 - March 2013
Bloomingdale's October 2011 - February 2012
Synergy NYC LLC January 2011 - September 2011
Metropolitan Valuation Services December 2010 - February 2011
Counseling in Schools National Network September 2010 - January 2011
Skidmore College Annual Fund September 2008 - May 2010
Skidmore College September 2008 - May 2010
Circuit City November 2004 - January 2007
Skills
Microsoft Office, PowerPoint, Data Entry, Customer Service, Event Planning, HTML, Excel, Outlook, Microsoft Excel
Education
City University of New York-Hunter College 2010 — 2010
MSW, Social Work
Skidmore College 2007 — 2010
B.A., Psychology
New York University 2006 — 2007
B.A., Psychology
Conestoga High School 2003 — 2006
High School Diploma
Townsquare Media December 2013 - Present
Townsquare Media March 2013 - December 2013
Edward Jones April 2012 - March 2013
Bloomingdale's October 2011 - February 2012
Synergy NYC LLC January 2011 - September 2011
Metropolitan Valuation Services December 2010 - February 2011
Counseling in Schools National Network September 2010 - January 2011
Skidmore College Annual Fund September 2008 - May 2010
Skidmore College September 2008 - May 2010
Circuit City November 2004 - January 2007
Skills
Microsoft Office, PowerPoint, Data Entry, Customer Service, Event Planning, HTML, Excel, Outlook, Microsoft Excel
Education
City University of New York-Hunter College 2010 — 2010
MSW, Social Work
Skidmore College 2007 — 2010
B.A., Psychology
New York University 2006 — 2007
B.A., Psychology
Conestoga High School 2003 — 2006
High School Diploma
Jen Bosley's Edward Jones Experience October 2012 - April 2014
Job Advocare, Distributor
Industry Health, Wellness and Fitness
Experience
Advocare April 2014 - Present
Edward Jones October 2012 - April 2014
Abrix Financial Services, LLC September 1998 - May 2001
Near North Insurance Brokerage, Inc March 1997 - September 1998
Skills
Marketing, Account Management, Wealth Management, Sales, Insurance, Strategic Financial..., Budgets, Business Development, Financial Services, Management, Leadership, Marketing Strategy, Microsoft Office, New Business Development, Strategic Planning, Team Building
Education
Clarion University of Pennsylvania 1991 — 1995
Bachelor, Fine Arts
Clarion University of Pennsylvania 1991 — 1995
Bachelor of Fine Arts, Illustration
Advocare April 2014 - Present
Edward Jones October 2012 - April 2014
Abrix Financial Services, LLC September 1998 - May 2001
Near North Insurance Brokerage, Inc March 1997 - September 1998
Skills
Marketing, Account Management, Wealth Management, Sales, Insurance, Strategic Financial..., Budgets, Business Development, Financial Services, Management, Leadership, Marketing Strategy, Microsoft Office, New Business Development, Strategic Planning, Team Building
Education
Clarion University of Pennsylvania 1991 — 1995
Bachelor, Fine Arts
Clarion University of Pennsylvania 1991 — 1995
Bachelor of Fine Arts, Illustration
Jerry Moneer's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Asset Allocation, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Retirement, Series 7, Retirement Planning, Wealth Management
Education
College for Financial Planning
Accredited Asset Management Specialist
Charleston Southern University
Edward Jones
Skills
Asset Allocation, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Retirement, Series 7, Retirement Planning, Wealth Management
Education
College for Financial Planning
Accredited Asset Management Specialist
Charleston Southern University
Edgar Wright's Edward Jones Experience January 2012 - Present
Job Financial Advisor at Edward Jones
Industry Construction
Experience
Edward Jones January 2012 - Present
W.W. Grainger 2004 - November 2011
NSN Chicago Chapter 2008 - 2010
Focal Communications 1999 - 2004
AT&T 1999 - 1999
MCI 1998 - 1999
Ameritech 1995 - 1998
US Army 1988 - 1996
Chicago Cable TV 1990 - 1995
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, International Studies
Chicago State University 1986 — 1990
BA, Telecommunications
Edward Jones January 2012 - Present
W.W. Grainger 2004 - November 2011
NSN Chicago Chapter 2008 - 2010
Focal Communications 1999 - 2004
AT&T 1999 - 1999
MCI 1998 - 1999
Ameritech 1995 - 1998
US Army 1988 - 1996
Chicago Cable TV 1990 - 1995
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, International Studies
Chicago State University 1986 — 1990
BA, Telecommunications
Brett Shadburn Brett Shadburn's Edward Jones Experience 2003 - 2006
Job Plant Manager at B&W Fiber Glass Inc
Industry Textiles
Experience
B&W Fiber Glass Inc January 2014 - Present
B&W Fiber Glass Inc September 2011 - December 2013
COUNTRY Financial® 2009 - 2011
BB&T 2006 - 2009
Edward Jones 2003 - 2006
Milliken & Company 1996 - 2003
Skills
Product Development, Sales, Manufacturing, Investments, Lean Manufacturing, Microsoft Office, Continuous Improvement, Engineering, Cross-functional Team..., Product Design, Product Management, Process Engineering, Root Cause Analysis, Process Improvement, Kaizen, Project Management, Account Management
Education
Clemson University 2001 — 2003
Master of Business Administration (MBA)
Southern Polytechnic State University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
B&W Fiber Glass Inc January 2014 - Present
B&W Fiber Glass Inc September 2011 - December 2013
COUNTRY Financial® 2009 - 2011
BB&T 2006 - 2009
Edward Jones 2003 - 2006
Milliken & Company 1996 - 2003
Skills
Product Development, Sales, Manufacturing, Investments, Lean Manufacturing, Microsoft Office, Continuous Improvement, Engineering, Cross-functional Team..., Product Design, Product Management, Process Engineering, Root Cause Analysis, Process Improvement, Kaizen, Project Management, Account Management
Education
Clemson University 2001 — 2003
Master of Business Administration (MBA)
Southern Polytechnic State University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
LAURA KELLY-PIFER's Edward Jones Experience February 2006 - April 2011
Job Owner/COO/CEO
Industry Health, Wellness and Fitness
Experience
Team Beachbody November 2008 - Present
Edward Jones February 2006 - April 2011
Avon Cosmetics February 2006 - December 2010
Avon Products, Inc February 2006 - December 2010
Howard Hanna Rosewood Real Estate April 2006 - November 2007
American Cancer Society September 2006 - February 2007
Silpada Designs 2005 - 2007
Cornplanter Township May 2005 - December 2005
Seneca Printing & Label, Inc June 1995 - February 2005
Skills
Customer Service, Process Scheduler, Microsoft Office, Microsoft Excel, Outlook, Sales, Event Management, Coaching, Marketing, Social Networking, Data Entry, Public Speaking, PowerPoint, Blogging, Social Media Marketing, Event Planning, Sales Management, Social Media, Facebook, Newsletters, Microsoft Word, Management, Time Management, Team Building, Leadership, Networking, Small Business, Online Marketing, Public Relations, Training, Nonprofits, Entrepreneurship, Leadership Development, Advertising, Marketing Communications, Marketing Strategy
Education
Clarion University of Pennsylvania
Coastal Carolina Community College
Business
Southwest - Onslow High School
High School Diploma
Team Beachbody November 2008 - Present
Edward Jones February 2006 - April 2011
Avon Cosmetics February 2006 - December 2010
Avon Products, Inc February 2006 - December 2010
Howard Hanna Rosewood Real Estate April 2006 - November 2007
American Cancer Society September 2006 - February 2007
Silpada Designs 2005 - 2007
Cornplanter Township May 2005 - December 2005
Seneca Printing & Label, Inc June 1995 - February 2005
Skills
Customer Service, Process Scheduler, Microsoft Office, Microsoft Excel, Outlook, Sales, Event Management, Coaching, Marketing, Social Networking, Data Entry, Public Speaking, PowerPoint, Blogging, Social Media Marketing, Event Planning, Sales Management, Social Media, Facebook, Newsletters, Microsoft Word, Management, Time Management, Team Building, Leadership, Networking, Small Business, Online Marketing, Public Relations, Training, Nonprofits, Entrepreneurship, Leadership Development, Advertising, Marketing Communications, Marketing Strategy
Education
Clarion University of Pennsylvania
Coastal Carolina Community College
Business
Southwest - Onslow High School
High School Diploma
David M. Nash David M. Nash's Edward Jones Experience December 2012 - Present
Job
Industry Financial Services
Experience
Edward Jones December 2012 - Present
Wells Fargo 2012 - 2012
Wells Fargo 2011 - 2012
Skills
Portfolio and..., Individual Retirement..., Insurance, Equity Investments, Edward Jones Advisory..., Short Term Investments, Mutual Funds, Education Savings, Estate Considerations, Research, Annuities, Retirement Plan..., Business Retirement..., Systematic Investing, Edward Jones Income..., Exchange-traded Funds, Financial Calculators, Fixed-income Investments, Investment Banking, Investor Education..., Managed Account Program, Online Account Access, Saving, Spending, and..., Series 7, Retirement Planning, Investment Advisory, Retirement, Asset Allocation
Education
Clackamas Community College 1990 — 1993
Speech Communications
Oregon City High School 1986 — 1990
Edward Jones December 2012 - Present
Wells Fargo 2012 - 2012
Wells Fargo 2011 - 2012
Skills
Portfolio and..., Individual Retirement..., Insurance, Equity Investments, Edward Jones Advisory..., Short Term Investments, Mutual Funds, Education Savings, Estate Considerations, Research, Annuities, Retirement Plan..., Business Retirement..., Systematic Investing, Edward Jones Income..., Exchange-traded Funds, Financial Calculators, Fixed-income Investments, Investment Banking, Investor Education..., Managed Account Program, Online Account Access, Saving, Spending, and..., Series 7, Retirement Planning, Investment Advisory, Retirement, Asset Allocation
Education
Clackamas Community College 1990 — 1993
Speech Communications
Oregon City High School 1986 — 1990
Christyna Harris's Edward Jones Experience June 2010 - June 2013
Job Assistant Brand Manager at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble September 2015 - Present
Mars June 2014 - August 2014
Edward Jones June 2010 - June 2013
Edward Jones June 2009 - June 2010
Edward Jones June 2008 - June 2009
Skills
Training & Development, Project Planning, Marketing Strategy, Collaborative Working, Strategic Thinking, Driving Results, Building Relationships, Product Marketing, Volunteer Management, Listening Skills, Series 7, Series 66, CLU, ChFC, Insurance, Strategic Planning, CLTC, Marketing, Leadership, Collaborative..., Uniform Combined State..., Employee Training, Public Speaking, Customer Service, Financial Analysis, Training, Project Management, Strategy
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Product Marketing & Corporate Strategy
Clark Atlanta University 2004 — 2008
Bachelor of Arts, Business Administration- Marketing, 3.85
WHITE STATION HIGH SCHOOL, High School
Procter & Gamble September 2015 - Present
Mars June 2014 - August 2014
Edward Jones June 2010 - June 2013
Edward Jones June 2009 - June 2010
Edward Jones June 2008 - June 2009
Skills
Training & Development, Project Planning, Marketing Strategy, Collaborative Working, Strategic Thinking, Driving Results, Building Relationships, Product Marketing, Volunteer Management, Listening Skills, Series 7, Series 66, CLU, ChFC, Insurance, Strategic Planning, CLTC, Marketing, Leadership, Collaborative..., Uniform Combined State..., Employee Training, Public Speaking, Customer Service, Financial Analysis, Training, Project Management, Strategy
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Product Marketing & Corporate Strategy
Clark Atlanta University 2004 — 2008
Bachelor of Arts, Business Administration- Marketing, 3.85
WHITE STATION HIGH SCHOOL, High School
Scott Kerr Scott Kerr's Edward Jones Experience August 2012 - May 2013
Job Facilitator Over the Counter at Daimler Trucks of North America
Industry Transportation/Trucking/Railroad
Experience
Daimler Trucks of North America March 2015 - Present
Daimler Trucks North America September 2013 - February 2015
H & S Roofing May 2013 - September 2013
Edward Jones August 2012 - May 2013
TCSC Consulting September 2011 - August 2012
Ultrablend December 2009 - August 2011
Benjamin Moore Paints, Inc May 2003 - October 2009
Benjamin Moore & Co. 2003 - September 2009
Southern States Cooperative April 1997 - May 2003
Advance Auto Parts January 1988 - March 1997
Skills
Sales, Leadership, Negotiation, Management, Advertising, CRM, Strategic Planning, Selling, Trade Shows, Product Development, Online Marketing, Marketing Strategy, Market Planning, Retail, Purchasing, Account Management, Public Speaking, Microsoft Excel, Microsoft Office, Merchandising, Marketing Communications, PowerPoint, AutoCAD, Team Management, Manufacturing, Employee Training, Brand Development, Program Management, Guerrilla Marketing, Advertising Sales, Series 7, Long Term Care Insurance, Time Management, B2B, Excel, Word, Professional Sales, Selling in a..., Consultative Selling, Training & Development, Equipment Sales, Paint Sales and..., Private Label..., Public Address, SAP Lumira, Fuzzy Logic
Education
Clemson University 1982 — 1986
Bachelor of Arts History, History and Business
Hillcrest High
Daimler Trucks of North America March 2015 - Present
Daimler Trucks North America September 2013 - February 2015
H & S Roofing May 2013 - September 2013
Edward Jones August 2012 - May 2013
TCSC Consulting September 2011 - August 2012
Ultrablend December 2009 - August 2011
Benjamin Moore Paints, Inc May 2003 - October 2009
Benjamin Moore & Co. 2003 - September 2009
Southern States Cooperative April 1997 - May 2003
Advance Auto Parts January 1988 - March 1997
Skills
Sales, Leadership, Negotiation, Management, Advertising, CRM, Strategic Planning, Selling, Trade Shows, Product Development, Online Marketing, Marketing Strategy, Market Planning, Retail, Purchasing, Account Management, Public Speaking, Microsoft Excel, Microsoft Office, Merchandising, Marketing Communications, PowerPoint, AutoCAD, Team Management, Manufacturing, Employee Training, Brand Development, Program Management, Guerrilla Marketing, Advertising Sales, Series 7, Long Term Care Insurance, Time Management, B2B, Excel, Word, Professional Sales, Selling in a..., Consultative Selling, Training & Development, Equipment Sales, Paint Sales and..., Private Label..., Public Address, SAP Lumira, Fuzzy Logic
Education
Clemson University 1982 — 1986
Bachelor of Arts History, History and Business
Hillcrest High
Chris Vick Chris Vick's Edward Jones Experience February 2006 - September 2008
Job OEM Business Account Manager at Rockwell Automation
Industry Industrial Automation
Experience
Rockwell Automation April 2012 - Present
Rockwell Automation 2008 - August 2012
Edward Jones February 2006 - September 2008
Rockwell Automation 2003 - 2005
Rockwell Automation 2001 - 2003
Skills
PLC, Automation, Motion Control, Sales Process, HMIs, Process Control, SCADA, Allen Bradley, Channel Sales, Sales, Control Systems Design, Process Automation, Electrical Engineering, Key Account Management, Electricians, Industrial Control, Variable Frequency..., Manufacturing, Oracle Enterprise..., MES, Control Logic, Robotics, Servo
Education
University of Arkansas at Little Rock 2002 — 2004
MBA, Business Administration
Christian Brothers University 1998 — 2001
BSEE, Electrical Engineering
Rockwell Automation April 2012 - Present
Rockwell Automation 2008 - August 2012
Edward Jones February 2006 - September 2008
Rockwell Automation 2003 - 2005
Rockwell Automation 2001 - 2003
Skills
PLC, Automation, Motion Control, Sales Process, HMIs, Process Control, SCADA, Allen Bradley, Channel Sales, Sales, Control Systems Design, Process Automation, Electrical Engineering, Key Account Management, Electricians, Industrial Control, Variable Frequency..., Manufacturing, Oracle Enterprise..., MES, Control Logic, Robotics, Servo
Education
University of Arkansas at Little Rock 2002 — 2004
MBA, Business Administration
Christian Brothers University 1998 — 2001
BSEE, Electrical Engineering
Susan Ehrhart Gillum Susan Ehrhart Gillum's Edward Jones Experience May 2011 - October 2011
Job .
Industry Hospital & Health Care
Experience
Hillcrest Health Services March 2015 - Present
Edward Jones May 2011 - October 2011
Hy-Vee May 1985 - May 2011
Hy Vee July 2003 - January 2010
Education
Clarkson College 2012 — 2014
Physical Therapist Assistant, Physical Therapist Assistant
Creighton University 1987 — 1991
BSBA, Accounting/Finance
Hillcrest Health Services March 2015 - Present
Edward Jones May 2011 - October 2011
Hy-Vee May 1985 - May 2011
Hy Vee July 2003 - January 2010
Education
Clarkson College 2012 — 2014
Physical Therapist Assistant, Physical Therapist Assistant
Creighton University 1987 — 1991
BSBA, Accounting/Finance
Michael Kaplan Michael Kaplan's Edward Jones Experience June 2015 - August 2015
Job Accounting Intern at HAVEN Financial Services
Industry Financial Services
Experience
HAVEN Financial Services August 2015 - Present
Los Angeles Angels of Anaheim March 2015 - Present
Los Angeles Angels of Anaheim March 2014 - Present
Edward Jones June 2015 - August 2015
JMB Financial Managers, Inc. October 2014 - April 2015
American Business Bank June 2014 - August 2014
Lake Owego Camp June 2011 - August 2013
Skills
Finance, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Account Management, Customer Service, Customer Satisfaction, Customer Relations, Leadership, Teamwork, Team Leadership, Investments, Academic Tutoring, Compassion, Mathematics, Microsoft Excel, Microsoft Word
Education
Chapman University 2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis
Chapman University 2012 — 2016
Bachelor of Science (B.S.), Accounting
Agoura High School 2008 — 2012
HAVEN Financial Services August 2015 - Present
Los Angeles Angels of Anaheim March 2015 - Present
Los Angeles Angels of Anaheim March 2014 - Present
Edward Jones June 2015 - August 2015
JMB Financial Managers, Inc. October 2014 - April 2015
American Business Bank June 2014 - August 2014
Lake Owego Camp June 2011 - August 2013
Skills
Finance, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Account Management, Customer Service, Customer Satisfaction, Customer Relations, Leadership, Teamwork, Team Leadership, Investments, Academic Tutoring, Compassion, Mathematics, Microsoft Excel, Microsoft Word
Education
Chapman University 2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis
Chapman University 2012 — 2016
Bachelor of Science (B.S.), Accounting
Agoura High School 2008 — 2012
Alyssa Caban Alyssa Caban's Edward Jones Experience June 2014 - August 2014
Job College Graduate Seeking Job in Silicon Valley
Industry Financial Services
Experience
Edward Jones June 2014 - August 2014
Jhumki Basu Foundation June 2013 - August 2013
The Pasta Market June 2011 - January 2012
Nordstrom June 2010 - July 2011
Skills
Public Relations, Microsoft Word, PowerPoint, Microsoft Excel, Press Releases, InDesign, Teamwork, Photoshop, Editing, Spanish, Leadership, Photography, iMovie, Video Editing, Billhighway, Kompozer, Microsoft Access, Youth Mentoring, Mentoring, Project Finance, Financial Statement..., Budgeting
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
B.S. in Business Administration - Finance and minor in Public Relations
Archbishop Mitty High School 2007 — 2011
Edward Jones June 2014 - August 2014
Jhumki Basu Foundation June 2013 - August 2013
The Pasta Market June 2011 - January 2012
Nordstrom June 2010 - July 2011
Skills
Public Relations, Microsoft Word, PowerPoint, Microsoft Excel, Press Releases, InDesign, Teamwork, Photoshop, Editing, Spanish, Leadership, Photography, iMovie, Video Editing, Billhighway, Kompozer, Microsoft Access, Youth Mentoring, Mentoring, Project Finance, Financial Statement..., Budgeting
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
B.S. in Business Administration - Finance and minor in Public Relations
Archbishop Mitty High School 2007 — 2011
Alberto De Pablo's Edward Jones Experience September 2014 - November 2014
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
Edward Jones September 2014 - November 2014
Merrill Lynch January 2014 - September 2014
Bank of America June 2012 - January 2014
Bank of America June 2010 - May 2012
Bank of America July 2008 - May 2010
Skills
Customer Service, Building Relationships, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Wealth Management, Insurance Planning, Estate Planning..., Executive Benefit..., Long-term care planning..., Client Education, Risk Management
Education
City College of San Francisco 2011 — 2013
Associate's degree, International Business
AXA Advisors December 2014 - Present
Edward Jones September 2014 - November 2014
Merrill Lynch January 2014 - September 2014
Bank of America June 2012 - January 2014
Bank of America June 2010 - May 2012
Bank of America July 2008 - May 2010
Skills
Customer Service, Building Relationships, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Wealth Management, Insurance Planning, Estate Planning..., Executive Benefit..., Long-term care planning..., Client Education, Risk Management
Education
City College of San Francisco 2011 — 2013
Associate's degree, International Business
Amy Deiters Amy Deiters's Edward Jones Experience January 2010 - February 2011
Job IT Program Director at United Compounding Management
Industry Financial Services
Experience
United Compounding Management January 2015 - Present
Enterprise Holdings Inc. August 2012 - December 2014
Ernst & Young February 2011 - August 2012
Edward Jones January 2010 - February 2011
Edward Jones November 2007 - January 2010
Edward Jones 2004 - 2007
Edward Jones 2003 - 2004
Edward Jones 2001 - 2003
Edward Jones 1999 - 2001
Edward Jones October 1996 - 1999
Skills
Project Management, AML, Retail Brokerage, Banking, ITIL, Time Management, Financial Services, Risk Management, Integration, Brokers, Program Management, Change Management, Business Process..., Team Leadership, SDLC, Security, Outsourcing, Leadership, Strategy, Project Planning, Training, Business Analysis, System Administration, CRM, Management, Process Improvement, Management Consulting, Access, Vendor Management, Testing, Telecommunications, Enterprise Software, Databases, Budgets, IT Strategy, Information Technology, Consulting, Strategic Planning, Networking
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2006
Exec Ed
Harvard 2004 — 2005
Exec Ed
London Business School 2001 — 2001
Exec Ed
Saint Louis University 1993 — 1997
MBA
University of Missouri-Saint Louis 1988 — 1989
BSBA
University of Missouri - Rolla 1986 — 1987
none
Nerinx Hall 1982 — 1986
Mary Queen of Peace 1975 — 1982
United Compounding Management January 2015 - Present
Enterprise Holdings Inc. August 2012 - December 2014
Ernst & Young February 2011 - August 2012
Edward Jones January 2010 - February 2011
Edward Jones November 2007 - January 2010
Edward Jones 2004 - 2007
Edward Jones 2003 - 2004
Edward Jones 2001 - 2003
Edward Jones 1999 - 2001
Edward Jones October 1996 - 1999
Skills
Project Management, AML, Retail Brokerage, Banking, ITIL, Time Management, Financial Services, Risk Management, Integration, Brokers, Program Management, Change Management, Business Process..., Team Leadership, SDLC, Security, Outsourcing, Leadership, Strategy, Project Planning, Training, Business Analysis, System Administration, CRM, Management, Process Improvement, Management Consulting, Access, Vendor Management, Testing, Telecommunications, Enterprise Software, Databases, Budgets, IT Strategy, Information Technology, Consulting, Strategic Planning, Networking
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2006
Exec Ed
Harvard 2004 — 2005
Exec Ed
London Business School 2001 — 2001
Exec Ed
Saint Louis University 1993 — 1997
MBA
University of Missouri-Saint Louis 1988 — 1989
BSBA
University of Missouri - Rolla 1986 — 1987
none
Nerinx Hall 1982 — 1986
Mary Queen of Peace 1975 — 1982
Jennifer (Jennifer Tryzna) Kochersperger Jennifer (Jennifer Tryzna) Kochersperger's Edward Jones Experience July 2014 - April 2015
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Edward Jones July 2014 - April 2015
Humana, Inc. July 2012 - July 2014
Globe University July 2012 - December 2012
Fairway Independent Mortgage Corporation June 2010 - March 2012
Access Financial Group, Inc. January 2004 - January 2008
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 2001
JD, Law
Ameriprise Financial Services, Inc. May 2015 - Present
Edward Jones July 2014 - April 2015
Humana, Inc. July 2012 - July 2014
Globe University July 2012 - December 2012
Fairway Independent Mortgage Corporation June 2010 - March 2012
Access Financial Group, Inc. January 2004 - January 2008
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 2001
JD, Law
Herb Neuhaus Herb Neuhaus's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Techlead Corporation January 2004 - February 2015
Vyta Corp January 2000 - May 2009
NanoPierce Technologies 1999 - 2004
Amoco Chemical Co 1989 - 1997
Massachusetts Institute of Technology 1980 - 1989
Skills
Semiconductors, R&D, Design of Experiments, Electronics, Engineering Management, Failure Analysis, Materials Science, Process Simulation, Product Development, Manufacturing, Sensors, Engineering, Medical Devices, Start-ups, Characterization, Process Engineering, MEMS, IC, Cross-functional Team..., Simulations, Nanotechnology, Product Management, Thin Films, Semiconductor Industry
Education
Massachusetts Institute of Technology 1980 — 1989
PhD, Physics
Clemson University 1976 — 1980
BS, Physics
Edward Jones March 2015 - Present
Techlead Corporation January 2004 - February 2015
Vyta Corp January 2000 - May 2009
NanoPierce Technologies 1999 - 2004
Amoco Chemical Co 1989 - 1997
Massachusetts Institute of Technology 1980 - 1989
Skills
Semiconductors, R&D, Design of Experiments, Electronics, Engineering Management, Failure Analysis, Materials Science, Process Simulation, Product Development, Manufacturing, Sensors, Engineering, Medical Devices, Start-ups, Characterization, Process Engineering, MEMS, IC, Cross-functional Team..., Simulations, Nanotechnology, Product Management, Thin Films, Semiconductor Industry
Education
Massachusetts Institute of Technology 1980 — 1989
PhD, Physics
Clemson University 1976 — 1980
BS, Physics
Jonathan Zimpleman Jonathan Zimpleman's Edward Jones Experience November 2002 - June 2012
Job Wealth Advisor and President of Axis Wealth Planning, LLC
Industry Financial Services
Experience
Axis Wealth Planning, LLC June 2012 - Present
Edward Jones November 2002 - June 2012
Oakwood Landscape Design 1999 - 2002
Skills
Wealth, Retirement Planning, 401k Rollovers, Insurance, Risk Management, Customer Service
Education
Clemson University 1996 — 1999
BS, Marketing
Newberry College 1994 — 1996
Business Administration
Axis Wealth Planning, LLC June 2012 - Present
Edward Jones November 2002 - June 2012
Oakwood Landscape Design 1999 - 2002
Skills
Wealth, Retirement Planning, 401k Rollovers, Insurance, Risk Management, Customer Service
Education
Clemson University 1996 — 1999
BS, Marketing
Newberry College 1994 — 1996
Business Administration
Jared Slagle's Edward Jones Experience December 2005 - March 2011
Job Professional Announcer PRCA Rodeo Marketing/Production Rancher
Industry Entertainment
Experience
Edward Jones December 2005 - March 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Social Media, Management
Education
Chadron State College 2002 — 2005
Bachelor of Science (B.S.), Range Science and Management
Edward Jones December 2005 - March 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Social Media, Management
Education
Chadron State College 2002 — 2005
Bachelor of Science (B.S.), Range Science and Management
Brian Mathus Brian Mathus's Edward Jones Experience April 2013 - Present
Job Digital Marketing: Head of Websites & Marketing Technology at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones 2003 - April 2013
Edward Jones 2000 - 2003
Edward Jones 1998 - 2000
Monster / TMP Worldwide 1997 - 1998
TMP Worldwide / Monster.com 1996 - 1997
Skills
Direct Marketing, Marketing, Email Marketing, Analytics, Social Media Marketing, Marketing Management, Marketing Strategy, Online Advertising, Marketing Communications, CRM, Musical Instruments, Advertising, Audio-Visual Production, Trade Show Presentations, Website Development, Internet Strategy, Mobile Marketing, Trade Shows, Web Content, Digital Marketing, Product Development, Integrated Marketing, Leadership, Online Marketing, Project Management, SEM
Education
Washington University in St. Louis 1999 — 2002
Master of Business Administration (MBA), MBA with emphasis in marketing and mgmt science, plus Master of Information Mgmt coursework, With Honors
University of Missouri-Columbia 1992 — 1995
Bachelor of Journalism, Public Relations, Advertising, and Applied Communication, Cum Laude
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Harvard Business School
Edward Jones April 2013 - Present
Edward Jones 2003 - April 2013
Edward Jones 2000 - 2003
Edward Jones 1998 - 2000
Monster / TMP Worldwide 1997 - 1998
TMP Worldwide / Monster.com 1996 - 1997
Skills
Direct Marketing, Marketing, Email Marketing, Analytics, Social Media Marketing, Marketing Management, Marketing Strategy, Online Advertising, Marketing Communications, CRM, Musical Instruments, Advertising, Audio-Visual Production, Trade Show Presentations, Website Development, Internet Strategy, Mobile Marketing, Trade Shows, Web Content, Digital Marketing, Product Development, Integrated Marketing, Leadership, Online Marketing, Project Management, SEM
Education
Washington University in St. Louis 1999 — 2002
Master of Business Administration (MBA), MBA with emphasis in marketing and mgmt science, plus Master of Information Mgmt coursework, With Honors
University of Missouri-Columbia 1992 — 1995
Bachelor of Journalism, Public Relations, Advertising, and Applied Communication, Cum Laude
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Harvard Business School
Ron Lentz Ron Lentz's Edward Jones Experience June 2014 - June 2015
Job Financial Services Professional
Industry Financial Services
Experience
HF Financial June 2015 - Present
Edward Jones June 2014 - June 2015
GE Energy October 2011 - June 2014
UTi Worldwide Inc. 2008 - October 2011
UTi Worldwide Inc. 2008 - 2009
UTi Worldwide Inc. 2006 - 2008
Skills
Financial Planning, Investments, Business Retirement..., Retirement Planning, Rollovers &..., Education Savings, Equity Investments, Fixed Income Investments, Individual Retirement..., Insurance..., Mutual Funds, Annuities, Supply Chain, Logistics, Warehousing, Logistics Management, Operations Management, Manufacturing, Supply Chain..., Lean Manufacturing, Supply Chain Management, Process Improvement, Materials Management, Leadership, Warehouse Management, 3PL, Operational Excellence, Shipping, Continuous Improvement, Project Planning, Transportation..., Transportation, Distribution Center..., Strategic Planning, Six Sigma, Inventory Management, Budgets, Demand Planning
Education
Clemson University 2002 — 2006
Industrial Management, Lean Manufacturing, Logistics, Operations Management
Clemson University 2002 — 2006
Bachelor's degree, Industrial Management
HF Financial June 2015 - Present
Edward Jones June 2014 - June 2015
GE Energy October 2011 - June 2014
UTi Worldwide Inc. 2008 - October 2011
UTi Worldwide Inc. 2008 - 2009
UTi Worldwide Inc. 2006 - 2008
Skills
Financial Planning, Investments, Business Retirement..., Retirement Planning, Rollovers &..., Education Savings, Equity Investments, Fixed Income Investments, Individual Retirement..., Insurance..., Mutual Funds, Annuities, Supply Chain, Logistics, Warehousing, Logistics Management, Operations Management, Manufacturing, Supply Chain..., Lean Manufacturing, Supply Chain Management, Process Improvement, Materials Management, Leadership, Warehouse Management, 3PL, Operational Excellence, Shipping, Continuous Improvement, Project Planning, Transportation..., Transportation, Distribution Center..., Strategic Planning, Six Sigma, Inventory Management, Budgets, Demand Planning
Education
Clemson University 2002 — 2006
Industrial Management, Lean Manufacturing, Logistics, Operations Management
Clemson University 2002 — 2006
Bachelor's degree, Industrial Management
Brad Literati Brad Literati's Edward Jones Experience May 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones May 2013 - Present
SunTrust Bank 2006 - 2013
World Finance May 2004 - August 2006
Education
Clemson University 1996 — 2001
Bachelor's degree, Finance, General
Edward Jones May 2013 - Present
SunTrust Bank 2006 - 2013
World Finance May 2004 - August 2006
Education
Clemson University 1996 — 2001
Bachelor's degree, Finance, General
David Mayernik's Edward Jones Experience January 2011 - August 2011
Job Logistics Quality Specialist at BMW Manufacturing
Industry Packaging and Containers
Experience
BMW Manufacturing August 2013 - Present
BMW Manufacturing August 2012 - July 2013
Wells Fargo November 2011 - April 2012
MSCS September 2011 - November 2011
Edward Jones January 2011 - August 2011
Cryovac January 2005 - December 2010
Cryovac April 2002 - December 2004
Cryovac 2001 - 2002
Cryovac 2000 - 2001
Skills
Manufacturing Operations, Workflow Management, Long-term Customer..., Sales, Transportation..., Inventory Management, Problem Solving, Training, Quality Management, Plastics, Packaging
Education
Clemson University 1997 — 1999
Masters, Business Administration
Clemson University 1988 — 1994
BS, Management
BMW Manufacturing August 2013 - Present
BMW Manufacturing August 2012 - July 2013
Wells Fargo November 2011 - April 2012
MSCS September 2011 - November 2011
Edward Jones January 2011 - August 2011
Cryovac January 2005 - December 2010
Cryovac April 2002 - December 2004
Cryovac 2001 - 2002
Cryovac 2000 - 2001
Skills
Manufacturing Operations, Workflow Management, Long-term Customer..., Sales, Transportation..., Inventory Management, Problem Solving, Training, Quality Management, Plastics, Packaging
Education
Clemson University 1997 — 1999
Masters, Business Administration
Clemson University 1988 — 1994
BS, Management
David Weaver David Weaver's Edward Jones Experience August 2001 - July 2014
Job Entrepreneur + Business, Tax, ERISA Attorney and Consultant
Industry Financial Services
Experience
Edward Jones August 2001 - July 2014
Polsinelli August 1993 - July 2000
Blumenfeld, Kaplan & Sandweiss, P.C. December 1991 - August 1993
Greensfelder, Hemker & Gale, P.C. August 1989 - December 1991
Missouri Court of Appeals, Eastern District June 1988 - August 1989
Skills
Retirement, Employee Benefits, ERISA, Entrepreneurship, Finance, Business Planning, Strategic Financial..., Estate Planning, Small Business, Public Speaking, Marketing Strategy, Tax, Marketing, Financial Planning, Product Development, Uniform Combined State..., Program Management, Leadership, Retirement Planning, Strategic Planning, Mutual Funds, Investments, Insurance, Series 7, Financial Services, Wealth Management, Partnership Taxation, Estate & Gift Taxation, Income Tax, Corporate Law, Corporate Tax Planning, Mergers & Acquisitions, Venture Financing, Start-up Ventures, Succession Planning, Securities, Strategy, Financial Advisory, Start-ups, Management, Business Development
Education
University of Missouri-Columbia School of Law 1985 — 1988
Doctor of Law (JD), Law
University of Missouri-Columbia 1979 — 1985
BA, Biology, Chemistry, Business
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Harvard Business School Executive Education
Edward Jones August 2001 - July 2014
Polsinelli August 1993 - July 2000
Blumenfeld, Kaplan & Sandweiss, P.C. December 1991 - August 1993
Greensfelder, Hemker & Gale, P.C. August 1989 - December 1991
Missouri Court of Appeals, Eastern District June 1988 - August 1989
Skills
Retirement, Employee Benefits, ERISA, Entrepreneurship, Finance, Business Planning, Strategic Financial..., Estate Planning, Small Business, Public Speaking, Marketing Strategy, Tax, Marketing, Financial Planning, Product Development, Uniform Combined State..., Program Management, Leadership, Retirement Planning, Strategic Planning, Mutual Funds, Investments, Insurance, Series 7, Financial Services, Wealth Management, Partnership Taxation, Estate & Gift Taxation, Income Tax, Corporate Law, Corporate Tax Planning, Mergers & Acquisitions, Venture Financing, Start-up Ventures, Succession Planning, Securities, Strategy, Financial Advisory, Start-ups, Management, Business Development
Education
University of Missouri-Columbia School of Law 1985 — 1988
Doctor of Law (JD), Law
University of Missouri-Columbia 1979 — 1985
BA, Biology, Chemistry, Business
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Harvard Business School Executive Education
Sandie Li Sandie Li's Edward Jones Experience February 2011 - Present
Job Sr. Branch Office Admin
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Sunglass Hut July 2009 - Present
Prosperity Enterprises July 2007 - June 2009
Zone 88 September 2005 - June 2007
Skills
Customer Relations, Bilingual, Attention To Detail, Administrative..., Office Management, Outlook, Office Administration, Spreadsheets, Data Entry, Microsoft Excel, PowerPoint, Calendars, Insurance, Microsoft Word, Calendaring, Microsoft Office, Time Management, Executive Support, Customer Service, OS X
Education
City College of San Francisco 2010 — 2014
Bachelor of Science, Business - Marketing
Thurgood Marshall 2004 — 2007
High School Diploma
Chinese Central Highschool 1995 — 2003
Diploma, Foreign Language - Chinese
Edward Jones February 2011 - Present
Sunglass Hut July 2009 - Present
Prosperity Enterprises July 2007 - June 2009
Zone 88 September 2005 - June 2007
Skills
Customer Relations, Bilingual, Attention To Detail, Administrative..., Office Management, Outlook, Office Administration, Spreadsheets, Data Entry, Microsoft Excel, PowerPoint, Calendars, Insurance, Microsoft Word, Calendaring, Microsoft Office, Time Management, Executive Support, Customer Service, OS X
Education
City College of San Francisco 2010 — 2014
Bachelor of Science, Business - Marketing
Thurgood Marshall 2004 — 2007
High School Diploma
Chinese Central Highschool 1995 — 2003
Diploma, Foreign Language - Chinese
Teriann McKenna Teriann McKenna's Edward Jones Experience 2005 - Present
Job Realtor, Appraiser, and Management Specialist
Industry Real Estate
Experience
Edward Jones 2005 - Present
Independent Real Estate Professional 1977 - Present
Skills
Investment Properties, Real Estate, First Time Home Buyers, Short Sales, Sellers, Buyer Representation, Property, Property Management, Relocation, Referrals, REO, Residential Homes, Real Estate Transactions, Listings, Foreclosures
Education
Cerritos College 1990 — 2014
Business Real Estate
Phineas Banning High School 1969 — 1973
Edward Jones 2005 - Present
Independent Real Estate Professional 1977 - Present
Skills
Investment Properties, Real Estate, First Time Home Buyers, Short Sales, Sellers, Buyer Representation, Property, Property Management, Relocation, Referrals, REO, Residential Homes, Real Estate Transactions, Listings, Foreclosures
Education
Cerritos College 1990 — 2014
Business Real Estate
Phineas Banning High School 1969 — 1973
Nolan Jeter's Edward Jones Experience October 2014 - Present
Job at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2014 - Present
BB&T December 2010 - October 2014
BB&T December 2010 - October 2014
Clark Atlanta University June 2009 - May 2010
Skills
Goal Oriented, Data Analysis, Public Speaking, Research Writing, People-oriented, Team Leadership, Research, Strategic Planning, Leadership, Community Outreach
Education
Clark Atlanta University 2012 — 2014
Master of Public Administration (MPA), International Administration and Development Management
Morehouse College 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Edward Jones October 2014 - Present
BB&T December 2010 - October 2014
BB&T December 2010 - October 2014
Clark Atlanta University June 2009 - May 2010
Skills
Goal Oriented, Data Analysis, Public Speaking, Research Writing, People-oriented, Team Leadership, Research, Strategic Planning, Leadership, Community Outreach
Education
Clark Atlanta University 2012 — 2014
Master of Public Administration (MPA), International Administration and Development Management
Morehouse College 2006 — 2010
Bachelor of Arts (B.A.), Psychology
JAY CRADDOCK JAY CRADDOCK's Edward Jones Experience January 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 1999 - Present
Parkway Research May 1998 - January 1999
Skills
Financial Services, Wealth Management, Retirement Planning, Investments, Mutual Funds, IRAs, Retirement, Investment Advisory, Series 7, Estate Planning, Financial Advisory
Education
Texas A&M University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Agricultural and Extension Education Services
Clarendon College 1989 — 1991
Associate's degree, Agriculture, General
Edward Jones January 1999 - Present
Parkway Research May 1998 - January 1999
Skills
Financial Services, Wealth Management, Retirement Planning, Investments, Mutual Funds, IRAs, Retirement, Investment Advisory, Series 7, Estate Planning, Financial Advisory
Education
Texas A&M University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Agricultural and Extension Education Services
Clarendon College 1989 — 1991
Associate's degree, Agriculture, General
Christopher Westcott's Edward Jones Experience October 2002 - August 2003
Job Manager, Organizational Effectiveness at Federal Reserve Bank of San Francisco
Industry Financial Services
Experience
Federal Reserve Bank of San Francisco July 2015 - Present
Fannie Mae June 2012 - June 2015
Booz Allen Hamilton October 2007 - June 2012
IBM June 2004 - October 2007
Edward Jones October 2002 - August 2003
Skills
Change Management, Business Transformation, Strategic Planning, Strategic Communications, Performance Management, Technology Transfer, User Adoption, Project Management, Management Consulting, Business Process..., Business Process Design, ITIL, IT Service Management, Human Capital Strategy, Diversity Strategy, Thought Leadership, Change Leadership, Team Leadership, Organizational..., Organizational..., Business Process..., Transition Management, Strategy, Program Management, Business Strategy, Strategic Consulting, PMP, PMO, Government, CRM, Leadership, Consulting, Management, Process Improvement, Analysis, Organizational Structure, Executive Coaching, ERP, Enterprise Software, Organizational Design, Training, Executive Management, Project Planning, Proposal Writing, Governance, Human Capital, Business Process
Education
Georgetown University - The McDonough School of Business 2010 — 2010
Change Management Advanced Practitioner Certificate, Organizational Change Management, 4.0
Clarkson University 2003 — 2004
MBA, Innovation and New Venture Management, 3.914
Clarkson University 1998 — 2002
B.S., Psychology & Marketing, 3.357
Paul V. Moore High School 1995 — 1999
High School, Math and Science
Federal Reserve Bank of San Francisco July 2015 - Present
Fannie Mae June 2012 - June 2015
Booz Allen Hamilton October 2007 - June 2012
IBM June 2004 - October 2007
Edward Jones October 2002 - August 2003
Skills
Change Management, Business Transformation, Strategic Planning, Strategic Communications, Performance Management, Technology Transfer, User Adoption, Project Management, Management Consulting, Business Process..., Business Process Design, ITIL, IT Service Management, Human Capital Strategy, Diversity Strategy, Thought Leadership, Change Leadership, Team Leadership, Organizational..., Organizational..., Business Process..., Transition Management, Strategy, Program Management, Business Strategy, Strategic Consulting, PMP, PMO, Government, CRM, Leadership, Consulting, Management, Process Improvement, Analysis, Organizational Structure, Executive Coaching, ERP, Enterprise Software, Organizational Design, Training, Executive Management, Project Planning, Proposal Writing, Governance, Human Capital, Business Process
Education
Georgetown University - The McDonough School of Business 2010 — 2010
Change Management Advanced Practitioner Certificate, Organizational Change Management, 4.0
Clarkson University 2003 — 2004
MBA, Innovation and New Venture Management, 3.914
Clarkson University 1998 — 2002
B.S., Psychology & Marketing, 3.357
Paul V. Moore High School 1995 — 1999
High School, Math and Science
Angela Dewald Simmons Angela Dewald Simmons's Edward Jones Experience May 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2001 - Present
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Business Retirement..., Education Savings, Fixed Income Investments, Individual Retirement, Life Insurance, Long Term Care Insurance, Mutual Funds, Portfolio and...
Education
Chadron State College 1997 — 2000
Bachelor of Applied Science (BASc), Finance, General
Chadron State College
Edward Jones May 2001 - Present
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Business Retirement..., Education Savings, Fixed Income Investments, Individual Retirement, Life Insurance, Long Term Care Insurance, Mutual Funds, Portfolio and...
Education
Chadron State College 1997 — 2000
Bachelor of Applied Science (BASc), Finance, General
Chadron State College
Anthony Chimento Anthony Chimento's Edward Jones Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Independent February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Madison Capital Group 2013 - 2014
David Lerner Associates, Inc. 2011 - 2012
Edward Jones 2008 - 2010
Futuretrend Financial Services 2001 - 2006
Banca di Roma 1999 - 2000
RNBNY 1989 - 1999
Irving trust 1978 - 1987
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Life, Accident, Health..., Mutual Funds, Strategic Financial..., IRAs, Asset Allocation, Finance, Asset Management, Investment Advisory, Portfolio Management, Series 66, Series 7, Equities
Education
City University of New York-Hunter College
Independent February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Madison Capital Group 2013 - 2014
David Lerner Associates, Inc. 2011 - 2012
Edward Jones 2008 - 2010
Futuretrend Financial Services 2001 - 2006
Banca di Roma 1999 - 2000
RNBNY 1989 - 1999
Irving trust 1978 - 1987
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Life, Accident, Health..., Mutual Funds, Strategic Financial..., IRAs, Asset Allocation, Finance, Asset Management, Investment Advisory, Portfolio Management, Series 66, Series 7, Equities
Education
City University of New York-Hunter College
Kristin Robert Kristin Robert's Edward Jones Experience June 2007 - February 2009
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
UCare August 2011 - September 2014
Edward Jones June 2007 - February 2009
Associated Bank October 2004 - May 2006
Skills
Training & Development, Human Resources, Situational Leadership, Critical Thinking, Strategic Planning, Team Building, Public Relations, Public Speaking, Business Ethics, Cross-functional Team..., Organizational..., Office Administration, Media Relations, Marketing Communications, Corporate Branding, Community Development, Project Implementation, Cross-cultural..., Multi-Cultural Team..., Customer Relations, CRM Databases, Coaching, Resource Management, Materials Management, Project Management, Problem Solving, Business Analysis, Business Intelligence, Written Communication, Interpersonal..., Healthcare, Healthcare Consulting, Healthcare Compliance, Health Insurance
Education
Chippewa Valley Technical College 2000 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
UCare August 2011 - September 2014
Edward Jones June 2007 - February 2009
Associated Bank October 2004 - May 2006
Skills
Training & Development, Human Resources, Situational Leadership, Critical Thinking, Strategic Planning, Team Building, Public Relations, Public Speaking, Business Ethics, Cross-functional Team..., Organizational..., Office Administration, Media Relations, Marketing Communications, Corporate Branding, Community Development, Project Implementation, Cross-cultural..., Multi-Cultural Team..., Customer Relations, CRM Databases, Coaching, Resource Management, Materials Management, Project Management, Problem Solving, Business Analysis, Business Intelligence, Written Communication, Interpersonal..., Healthcare, Healthcare Consulting, Healthcare Compliance, Health Insurance
Education
Chippewa Valley Technical College 2000 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
Arby Dickert's Edward Jones Experience November 2002 - February 2006
Job Teacher at Hardin Valley Academy
Industry Education Management
Experience
Hardin Valley Academy 2014 - April 2015
VMI Americas August 2012 - December 2013
IRISS Inc. January 2010 - April 2012
Commtest March 2006 - June 2009
Edward Jones November 2002 - February 2006
CSI - Computational Systems, Inc. / Emerson Process Management April 1997 - November 2002
Pruftechnik Inc August 1996 - April 1997
CSI - Computational Systems, Inc August 1988 - August 1996
Skills
International Sales, Conference Management, Web Design, Start-ups, Sales Management, Vibration Analysis, Oil Analysis, Infrared Thermography, Predictive Maintenance, Thermal Imaging, Vibration, Marketing, Sales, Customer Support, Technical Writing, CRM, Business Development, Sales Operations, New Business Development, Event Management, Reliability, Entrepreneurship, Networking, Budgets, Training, Customer Service, Project Management, Management, Maintenance Management, Negotiation, Product Development, Team Building, Leadership, Marketing Strategy, Sales Process, Engineering, Manufacturing, Project Planning, Competitive Analysis, Process Improvement, Business Strategy, Energy, Product Management, Customer Satisfaction, Continuous Improvement, Operations Management
Education
Western Governors University 2014 — 2015
Master of Education (M.Ed.), Education Science Grades 7 - 12, Graduate
TEGG Training 2010 — 2010
Level II IR Thermography, Infrared Thermography
Mobius Institute 2006 — 2006
Level 1 Vibration, Vibration Analysis
Clemson University
BS, Chemical Engineering
McCallie School
Hardin Valley Academy 2014 - April 2015
VMI Americas August 2012 - December 2013
IRISS Inc. January 2010 - April 2012
Commtest March 2006 - June 2009
Edward Jones November 2002 - February 2006
CSI - Computational Systems, Inc. / Emerson Process Management April 1997 - November 2002
Pruftechnik Inc August 1996 - April 1997
CSI - Computational Systems, Inc August 1988 - August 1996
Skills
International Sales, Conference Management, Web Design, Start-ups, Sales Management, Vibration Analysis, Oil Analysis, Infrared Thermography, Predictive Maintenance, Thermal Imaging, Vibration, Marketing, Sales, Customer Support, Technical Writing, CRM, Business Development, Sales Operations, New Business Development, Event Management, Reliability, Entrepreneurship, Networking, Budgets, Training, Customer Service, Project Management, Management, Maintenance Management, Negotiation, Product Development, Team Building, Leadership, Marketing Strategy, Sales Process, Engineering, Manufacturing, Project Planning, Competitive Analysis, Process Improvement, Business Strategy, Energy, Product Management, Customer Satisfaction, Continuous Improvement, Operations Management
Education
Western Governors University 2014 — 2015
Master of Education (M.Ed.), Education Science Grades 7 - 12, Graduate
TEGG Training 2010 — 2010
Level II IR Thermography, Infrared Thermography
Mobius Institute 2006 — 2006
Level 1 Vibration, Vibration Analysis
Clemson University
BS, Chemical Engineering
McCallie School
Shaunalei K. Awong, MBA Shaunalei K. Awong, MBA's Edward Jones Experience 2010 - 2011
Job Experienced Professional in Finance and Special Events/Entertainment
Industry Financial Services
Experience
NYL Securities LLC 2011 - Present
Chicken Skin Productions LLC 2006 - 2012
Edward Jones 2010 - 2011
Chaminade University 2006 - 2008
Skills
Finance and Insurance, Event Management, Strategic Planning, Sales, Business Operations, Public Speaking, Marketing, Event Planning, Leadership Development, Small Business, Social Media, Fundraising, Leadership, Nonprofits, Social Media Marketing, Social Networking, Team Building, Business Planning, Entrepreneurship, Training
Education
Chaminade University of Honolulu 2008 — 2010
Master of Business Administration (MBA)
Chaminade University of Honolulu 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
NYL Securities LLC 2011 - Present
Chicken Skin Productions LLC 2006 - 2012
Edward Jones 2010 - 2011
Chaminade University 2006 - 2008
Skills
Finance and Insurance, Event Management, Strategic Planning, Sales, Business Operations, Public Speaking, Marketing, Event Planning, Leadership Development, Small Business, Social Media, Fundraising, Leadership, Nonprofits, Social Media Marketing, Social Networking, Team Building, Business Planning, Entrepreneurship, Training
Education
Chaminade University of Honolulu 2008 — 2010
Master of Business Administration (MBA)
Chaminade University of Honolulu 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Brad Linch's Edward Jones Experience August 1994 - December 1996
Job President at Linch Financial
Industry Financial Services
Experience
Linch Financial October 2013 - Present
First Western Securites/Linch Financial Services January 2005 - September 2013
Prospera Financial Services January 1997 - January 2005
Edward Jones August 1994 - December 1996
Skills
Investments, Retirement Planning, Investment Strategies, Investment Advisory, Estate Planning, Financial Advisory, Wealth Management, Insurance, Financial Services, Options, Mutual Funds, Asset Allocation, Strategic Financial..., 401k, Finance, Financial Markets, Fixed Annuities, Securities, Alternative Investments, Financial Planners, Bonds, IRAs, Asset Managment, Asset Management, ETFs, FINRA, Financial Planning
Education
The University of Texas at Arlington 1992 — 1994
Bachelor of Business Administration (BBA), Finance, Marketing
Chaminade University of Honolulu 1988 — 1991
Linch Financial October 2013 - Present
First Western Securites/Linch Financial Services January 2005 - September 2013
Prospera Financial Services January 1997 - January 2005
Edward Jones August 1994 - December 1996
Skills
Investments, Retirement Planning, Investment Strategies, Investment Advisory, Estate Planning, Financial Advisory, Wealth Management, Insurance, Financial Services, Options, Mutual Funds, Asset Allocation, Strategic Financial..., 401k, Finance, Financial Markets, Fixed Annuities, Securities, Alternative Investments, Financial Planners, Bonds, IRAs, Asset Managment, Asset Management, ETFs, FINRA, Financial Planning
Education
The University of Texas at Arlington 1992 — 1994
Bachelor of Business Administration (BBA), Finance, Marketing
Chaminade University of Honolulu 1988 — 1991
Brandon M. Monette's Edward Jones Experience November 2014 - Present
Job Employee at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Mecklenburg County Guardian ad Litem January 2014 - May 2014
Mecklenburg County Public Defenders Office August 2013 - December 2013
Assemblyman Rob Bryan March 2013 - September 2013
New York State Assembly January 2011 - June 2011
Albany County Bar Association January 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Legal Writing, Interviews, Hearings, Criminal Law, Juvenile Law, Juvenile Court, ACIS, The Associate, Constituent Services, State Government, Legislative Relations, Customer Service
Education
Charlotte School of Law 2011 — 2014
Doctor of Law (J.D.)
State University of New York at Albany 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Government, 3.56
Edward Jones November 2014 - Present
Mecklenburg County Guardian ad Litem January 2014 - May 2014
Mecklenburg County Public Defenders Office August 2013 - December 2013
Assemblyman Rob Bryan March 2013 - September 2013
New York State Assembly January 2011 - June 2011
Albany County Bar Association January 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Legal Writing, Interviews, Hearings, Criminal Law, Juvenile Law, Juvenile Court, ACIS, The Associate, Constituent Services, State Government, Legislative Relations, Customer Service
Education
Charlotte School of Law 2011 — 2014
Doctor of Law (J.D.)
State University of New York at Albany 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Government, 3.56
Yvonne Kuhn's Edward Jones Experience January 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
RR Donnelley 1997 - 2009
Merrill Corporation 1996 - 1996
Education
University of California, Los Angeles 1993 — 1996
Bachelor of Arts (B.A.), History, 3.9
Buena High School
Chapman University, School of Law
Edward Jones January 2010 - Present
RR Donnelley 1997 - 2009
Merrill Corporation 1996 - 1996
Education
University of California, Los Angeles 1993 — 1996
Bachelor of Arts (B.A.), History, 3.9
Buena High School
Chapman University, School of Law
R. Kurt Ketchum R. Kurt Ketchum's Edward Jones Experience 2009 - 2011
Job JD Candidate at Chapman University Dale E. Fowler School of Law
Industry
Experience
Chapman University Dale E. Fowler School of Law August 2014 - Present
Northwestern Mutual 2011 - 2014
Edward Jones 2009 - 2011
Education
Chapman University 2001 — 2005
Bachelor's degree, Business Administration
Chapman University Dale E. Fowler School of Law August 2014 - Present
Northwestern Mutual 2011 - 2014
Edward Jones 2009 - 2011
Education
Chapman University 2001 — 2005
Bachelor's degree, Business Administration
Hunt Applegate Hunt Applegate's Edward Jones Experience February 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
University Directories May 2010 - August 2010
The Bicycle Shoppe May 2007 - August 2009
Clemson University August 2007 - May 2008
Education
Clemson University 2006 — 2010
B.S., Business Management
Edward Jones February 2011 - Present
University Directories May 2010 - August 2010
The Bicycle Shoppe May 2007 - August 2009
Clemson University August 2007 - May 2008
Education
Clemson University 2006 — 2010
B.S., Business Management
Kristi Woodburn Kristi Woodburn's Edward Jones Experience July 2009 - December 2011
Job Warranty Systems and Data Analyst at CNH
Industry Financial Services
Experience
CNH December 2011 - Present
Edward Jones July 2009 - December 2011
Case New Holland November 2005 - July 2009
Skills
Leadership, Financial Analysis, Finance, Forecasting, Management, Microsoft Office, Process Improvement, Time Management, Customer Service, Program Management, PowerPoint, Team Building
Education
Clarion University of Pennsylvania 2006 — 2008
MBA, Business Administration
Mansfield University of Pennsylvania 2000 — 2004
Bachelor's degrees in Economics, International Business, & Marketing, Economics
CNH December 2011 - Present
Edward Jones July 2009 - December 2011
Case New Holland November 2005 - July 2009
Skills
Leadership, Financial Analysis, Finance, Forecasting, Management, Microsoft Office, Process Improvement, Time Management, Customer Service, Program Management, PowerPoint, Team Building
Education
Clarion University of Pennsylvania 2006 — 2008
MBA, Business Administration
Mansfield University of Pennsylvania 2000 — 2004
Bachelor's degrees in Economics, International Business, & Marketing, Economics
Jennifer Storck Jennifer Storck's Edward Jones Experience December 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Events Services
Experience
Edward Jones December 2013 - Present
Wealth-X December 2011 - September 2013
City to City 2010 - 2012
Perimeter Church August 2007 - May 2009
Skills
Strategic Planning, Public Speaking, Research, Event Management, Recruiting, Media Relations, Marketing Communications, Public Relations
Education
Clemson University 1988 — 1992
B.S., Marketing
Girls Preparatory School, Chattanooga, TN
Edward Jones December 2013 - Present
Wealth-X December 2011 - September 2013
City to City 2010 - 2012
Perimeter Church August 2007 - May 2009
Skills
Strategic Planning, Public Speaking, Research, Event Management, Recruiting, Media Relations, Marketing Communications, Public Relations
Education
Clemson University 1988 — 1992
B.S., Marketing
Girls Preparatory School, Chattanooga, TN
Russell Meeks Russell Meeks's Edward Jones Experience October 2003 - August 2008
Job Civil Field Engineer
Industry Construction
Experience
CB&I July 2015 - Present
Home Depot At Home Services February 2014 - March 2015
Metromont Corporation February 2013 - November 2013
Virginia Asset Group October 2009 - December 2011
Tidewater Wealth Management September 2008 - November 2009
Edward Jones October 2003 - August 2008
CPS March 2003 - November 2003
Metromont Prestress Company January 1999 - February 2003
Skills
Retirement Planning, Financial Planning, Estate Planning, Retirement, Microsoft Office, Sales Management, Public Speaking, Customer Relations, Customer Service, Insurance, Excel, PowerPoint, Budgeting, Word, Financial Analysis, Asset Management, Strategic Financial...
Education
Clemson University 1992 — 1997
BS, Electrical Engineering
Mauldin High School 1988 — 1992
CB&I July 2015 - Present
Home Depot At Home Services February 2014 - March 2015
Metromont Corporation February 2013 - November 2013
Virginia Asset Group October 2009 - December 2011
Tidewater Wealth Management September 2008 - November 2009
Edward Jones October 2003 - August 2008
CPS March 2003 - November 2003
Metromont Prestress Company January 1999 - February 2003
Skills
Retirement Planning, Financial Planning, Estate Planning, Retirement, Microsoft Office, Sales Management, Public Speaking, Customer Relations, Customer Service, Insurance, Excel, PowerPoint, Budgeting, Word, Financial Analysis, Asset Management, Strategic Financial...
Education
Clemson University 1992 — 1997
BS, Electrical Engineering
Mauldin High School 1988 — 1992
Dan DeBiase Dan DeBiase's Edward Jones Experience January 2012 - Present
Job Talent Acquisition at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
First Clearing , Affiliate of Wells Fargo March 2011 - January 2012
Korn/Ferry Futurestep October 2010 - January 2011
Korn Ferry/Futurestep October 2010 - January 2011
Private Wealth Management Talent Solutions May 2009 - October 2010
UBS Financial Services Inc May 2006 - April 2009
UBS Financial Services, Inc May 2006 - April 2009
Montauk Financial Group October 2001 - April 2006
Montauk Financial Group August 2001 - March 2006
Quick & Reilly March 2000 - June 2001
Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement
Education
City University of New York-Brooklyn College 1971 — 1974
Business Administration
Brooklyn College
Edward Jones January 2012 - Present
First Clearing , Affiliate of Wells Fargo March 2011 - January 2012
Korn/Ferry Futurestep October 2010 - January 2011
Korn Ferry/Futurestep October 2010 - January 2011
Private Wealth Management Talent Solutions May 2009 - October 2010
UBS Financial Services Inc May 2006 - April 2009
UBS Financial Services, Inc May 2006 - April 2009
Montauk Financial Group October 2001 - April 2006
Montauk Financial Group August 2001 - March 2006
Quick & Reilly March 2000 - June 2001
Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement
Education
City University of New York-Brooklyn College 1971 — 1974
Business Administration
Brooklyn College
Evan Saltzberg Evan Saltzberg's Edward Jones Experience June 2010 - August 2010
Job Business Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Northern Trust April 2011 - September 2012
Randstad – Northern Trust October 2010 - April 2011
Edward Jones June 2010 - August 2010
Anglo Management January 2009 - May 2009
Office of Senator John Kerry June 2008 - July 2008
Vector Marketing June 2007 - August 2007
Skills
Financial Analysis, Investments, Portfolio Management, Management, Finance, Financial Modeling, Asset Managment, Due Diligence, Valuation, Strategic Financial..., Corporate Finance, Banking, Bloomberg, Accounting, Asset Management, Leadership, Entrepreneurship, Mutual Funds, Trading
Education
University of Wisconsin-Madison 2006 — 2010
Bachelor of Science, Economics
City University London
Marketing, History, Business
Northern Trust September 2012 - Present
Northern Trust April 2011 - September 2012
Randstad – Northern Trust October 2010 - April 2011
Edward Jones June 2010 - August 2010
Anglo Management January 2009 - May 2009
Office of Senator John Kerry June 2008 - July 2008
Vector Marketing June 2007 - August 2007
Skills
Financial Analysis, Investments, Portfolio Management, Management, Finance, Financial Modeling, Asset Managment, Due Diligence, Valuation, Strategic Financial..., Corporate Finance, Banking, Bloomberg, Accounting, Asset Management, Leadership, Entrepreneurship, Mutual Funds, Trading
Education
University of Wisconsin-Madison 2006 — 2010
Bachelor of Science, Economics
City University London
Marketing, History, Business
Fred Funchess Fred Funchess's Edward Jones Experience May 2010 - February 2011
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2012 - Present
VALIC March 2011 - February 2012
VALIC March 2011 - January 2012
Edward Jones May 2010 - February 2011
Edward Jones May 2010 - February 2011
VALIC 2011 - 2011
University of Phoenix June 2008 - May 2010
University of Phoenix June 2008 - May 2010
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Skills
Hazardous Waste..., Logistics, Data Acquisition, Cross-functional Team..., Team Building, Training, Analysis, Budgets, Customer Service, Executive Management, Human Resources, Integration, Leadership, Management, Microsoft Office, Military, Policy, Project Planning, Recruiting, Strategic Financial..., Investments, Leadership Development, Strategic Planning
Education
University of Phoenix, University of Phoenix 2003 — 2009
Master's, Management
University of Phoenix, University of Phoenix 2002 — 2009
Bachelor of Science, Finance; Business Administration and Business Finance
University of Phoenix 2003 — 2007
2009, Master of Managment
MILSTAR Command Post Terminal 2000 — 2000
PDS: Code: R54, Satellite
Community College of the Air Force 1996 — 1998
Associate, Information Systems Technology
Cheonggang Academy
Associate Degree, Information Systems Technology
Community College of the Air Force
Bachelor of Science, Business Administration
University of Phoenix
Bachelor of Science, Finance
University of Phoenix
Master, Management
USAA July 2012 - Present
VALIC March 2011 - February 2012
VALIC March 2011 - January 2012
Edward Jones May 2010 - February 2011
Edward Jones May 2010 - February 2011
VALIC 2011 - 2011
University of Phoenix June 2008 - May 2010
University of Phoenix June 2008 - May 2010
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Skills
Hazardous Waste..., Logistics, Data Acquisition, Cross-functional Team..., Team Building, Training, Analysis, Budgets, Customer Service, Executive Management, Human Resources, Integration, Leadership, Management, Microsoft Office, Military, Policy, Project Planning, Recruiting, Strategic Financial..., Investments, Leadership Development, Strategic Planning
Education
University of Phoenix, University of Phoenix 2003 — 2009
Master's, Management
University of Phoenix, University of Phoenix 2002 — 2009
Bachelor of Science, Finance; Business Administration and Business Finance
University of Phoenix 2003 — 2007
2009, Master of Managment
MILSTAR Command Post Terminal 2000 — 2000
PDS: Code: R54, Satellite
Community College of the Air Force 1996 — 1998
Associate, Information Systems Technology
Cheonggang Academy
Associate Degree, Information Systems Technology
Community College of the Air Force
Bachelor of Science, Business Administration
University of Phoenix
Bachelor of Science, Finance
University of Phoenix
Master, Management
Chris Parise's Edward Jones Experience April 2015 - Present
Job Senior Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Merrill Lynch February 2014 - April 2015
ARAMARK Healthcare July 2013 - January 2014
Duke Energy Corporation November 2007 - May 2013
Aerotek January 2004 - October 2007
Skills
Corporate Recruiting, Applicant Tracking..., Onboarding, Workforce Planning, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Technical Recruiting, Screening Resumes, PeopleSoft, Sourcing, Recruiting, New Hire Orientations, Interviews, Temporary Placement, Human Resources, Management, Deferred Compensation, Time Management, Hiring, Screening, Employee Relations, Performance Management, Taleo, College Recruiting, Networking, Executive Search, Job Fairs, Background Checks, Personnel Management, Succession Planning, Resume Writing, Job Descriptions, Contract Recruitment, Benefits Administration, HR Consulting, Employee Benefits, Employee Engagement, Staffing Services, HR Policies, Employee Training, Talent Management, Labor Relations, HRIS
Education
Clemson University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Edward Jones April 2015 - Present
Merrill Lynch February 2014 - April 2015
ARAMARK Healthcare July 2013 - January 2014
Duke Energy Corporation November 2007 - May 2013
Aerotek January 2004 - October 2007
Skills
Corporate Recruiting, Applicant Tracking..., Onboarding, Workforce Planning, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Technical Recruiting, Screening Resumes, PeopleSoft, Sourcing, Recruiting, New Hire Orientations, Interviews, Temporary Placement, Human Resources, Management, Deferred Compensation, Time Management, Hiring, Screening, Employee Relations, Performance Management, Taleo, College Recruiting, Networking, Executive Search, Job Fairs, Background Checks, Personnel Management, Succession Planning, Resume Writing, Job Descriptions, Contract Recruitment, Benefits Administration, HR Consulting, Employee Benefits, Employee Engagement, Staffing Services, HR Policies, Employee Training, Talent Management, Labor Relations, HRIS
Education
Clemson University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Jan Clair Jan Clair's Edward Jones Experience August 2014 - Present
Job Ice Skating Professional Coach
Industry Sports
Experience
Edward Jones August 2014 - Present
Planet Ice, Johnstown, PA November 1999 - Present
Cambria County Community Art Center January 2011 - August 2014
Planet Ice January 1999 - May 2013
Skills
Event Management, Sports Coaching, Sports Management, Coaching, Public Relations, Customer Service, Fundraising, Athletics, Event Planning, Sports, Computer Proficiency, Office Equipment
Education
Clarion University of Pennsylvania
Bachelor’s Degree, Education, B.S. Degree
Edward Jones August 2014 - Present
Planet Ice, Johnstown, PA November 1999 - Present
Cambria County Community Art Center January 2011 - August 2014
Planet Ice January 1999 - May 2013
Skills
Event Management, Sports Coaching, Sports Management, Coaching, Public Relations, Customer Service, Fundraising, Athletics, Event Planning, Sports, Computer Proficiency, Office Equipment
Education
Clarion University of Pennsylvania
Bachelor’s Degree, Education, B.S. Degree
Justin Ervin's Edward Jones Experience June 2013 - August 2013
Job JD/MBA Candidate
Industry Financial Services
Experience
ExxonMobil September 2014 - February 2015
ABT Power Management, Inc. (formerly known as Advanced Battery Technologies, Inc.) May 2014 - August 2014
Edward Jones June 2013 - August 2013
Legal Aid of North Carolina 2012 - 2012
Skills
Teamwork, Team Leadership, Quantitative Analysis, Critical Thinking, Writing Skills, Quantitative Analytics, Public Speaking, Writing, Editing, Budgets, Customer Service, Research, Fundraising, Management, Strategic Planning, Entrepreneurship, Statistics, Leadership, Leadership Development, Social Networking, Organizational..., Legal Research, Financial Analysis, Marketing Strategy, Grant Writing, Community Outreach, Data Analysis, Risk Management, Economics, Analysis, Government, Microsoft Excel, Marketing, Financial Modeling, Business Strategy, Due Diligence, Investments, Asset Allocation, Corporate Finance, Event Planning, Strategic Financial..., Negotiation, Banking, Social Media
Education
Wake Forest University School of Business 2011 — 2015
JD/MBA
Wake Forest University School of Law 2011 — 2015
JD/MBA
Charleston Southern University 2007 — 2011
B.S., Economics
Qingdao University 2008 — 2008
Mandarin Language
ExxonMobil September 2014 - February 2015
ABT Power Management, Inc. (formerly known as Advanced Battery Technologies, Inc.) May 2014 - August 2014
Edward Jones June 2013 - August 2013
Legal Aid of North Carolina 2012 - 2012
Skills
Teamwork, Team Leadership, Quantitative Analysis, Critical Thinking, Writing Skills, Quantitative Analytics, Public Speaking, Writing, Editing, Budgets, Customer Service, Research, Fundraising, Management, Strategic Planning, Entrepreneurship, Statistics, Leadership, Leadership Development, Social Networking, Organizational..., Legal Research, Financial Analysis, Marketing Strategy, Grant Writing, Community Outreach, Data Analysis, Risk Management, Economics, Analysis, Government, Microsoft Excel, Marketing, Financial Modeling, Business Strategy, Due Diligence, Investments, Asset Allocation, Corporate Finance, Event Planning, Strategic Financial..., Negotiation, Banking, Social Media
Education
Wake Forest University School of Business 2011 — 2015
JD/MBA
Wake Forest University School of Law 2011 — 2015
JD/MBA
Charleston Southern University 2007 — 2011
B.S., Economics
Qingdao University 2008 — 2008
Mandarin Language
Ryan Schnobrich's Edward Jones Experience January 1999 - January 2000
Job
Industry Accounting
Experience
Eng Flanders Group, Inc. March 2014 - December 2014
E&S Ring Management Corporation May 2005 - March 2014
O&S Holdings, LLC January 2002 - May 2005
Edward Jones January 1999 - January 2000
Northern Lights Council, Boy Scouts of America September 1997 - December 1998
NCM Properties, Inc. - Blue Cross Blue Shield of North Dakota June 1995 - August 1997
Skills
Property Management, Real Estate, Leases, Leadership, Apartments, Asset Management, Yardi, Contract Negotiation, Accounting, Real Estate Development, Real Estate Economics, Project Management, Strategic Planning, Real Estate Transactions, Executive Management, Forecasting, Risk Management, Business Strategy, Operations Management, Finance, Accountability, Real Estate Financing, Team Leadership, Corporate Budgeting, Yardi Property..., Cross-functional Team..., Property Management..., Corporate Finance, IT Strategy, Microsoft Excel, Leadership Development, Shopping Centers, Cost Accounting, Financial Accounting, Management Accounting, Managerial Finance, Strategic Thinking, Change Management, 401k, Vision, Software Installation, Multi-family Investment..., Income Properties, Accounting Applications, Job Costing, Securities License, Life & Health Insurance..., Licensed Property &..., Servant Leadership, Kronos
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2001
Master of Business Administration (M.B.A.)
UCLA Extension 2003 — 2015
Concordia College 1994 — 1995
Bachelor of Arts
Rainy River Community College 1993 — 1994
Associate of Arts
International Falls High School 1990 — 1994
HS Diploma
Eng Flanders Group, Inc. March 2014 - December 2014
E&S Ring Management Corporation May 2005 - March 2014
O&S Holdings, LLC January 2002 - May 2005
Edward Jones January 1999 - January 2000
Northern Lights Council, Boy Scouts of America September 1997 - December 1998
NCM Properties, Inc. - Blue Cross Blue Shield of North Dakota June 1995 - August 1997
Skills
Property Management, Real Estate, Leases, Leadership, Apartments, Asset Management, Yardi, Contract Negotiation, Accounting, Real Estate Development, Real Estate Economics, Project Management, Strategic Planning, Real Estate Transactions, Executive Management, Forecasting, Risk Management, Business Strategy, Operations Management, Finance, Accountability, Real Estate Financing, Team Leadership, Corporate Budgeting, Yardi Property..., Cross-functional Team..., Property Management..., Corporate Finance, IT Strategy, Microsoft Excel, Leadership Development, Shopping Centers, Cost Accounting, Financial Accounting, Management Accounting, Managerial Finance, Strategic Thinking, Change Management, 401k, Vision, Software Installation, Multi-family Investment..., Income Properties, Accounting Applications, Job Costing, Securities License, Life & Health Insurance..., Licensed Property &..., Servant Leadership, Kronos
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2001
Master of Business Administration (M.B.A.)
UCLA Extension 2003 — 2015
Concordia College 1994 — 1995
Bachelor of Arts
Rainy River Community College 1993 — 1994
Associate of Arts
International Falls High School 1990 — 1994
HS Diploma
Ryan Baptiste's Edward Jones Experience July 2003 - April 2004
Job Manager, Relative Value & Grain Commodities at Big Heart Pet Brands
Industry Consumer Goods
Experience
Big Heart Pet Brands September 2014 - Present
HJ Heinz April 2011 - September 2014
Media One October 2008 - April 2011
Quality Life Services December 2005 - September 2007
GMR Marketing June 2004 - October 2005
GMR Marketing June 2004 - October 2005
Edward Jones July 2003 - April 2004
Iron Mountain December 2000 - August 2002
Skills
Project Management, Consulting, Strategic Planning, Financial Analysis, Sustainability, Business Strategy, Marketing Strategy, Inventory Management, Customer Service, Competitive Analysis, Contract Negotiation, Process Improvement, Leadership, Market Research, Marketing, Management, Strategy, Forecasting, Cross-functional Team..., Supply Chain Management
Education
Duquesne University 2009 — 2010
MBA-Master
Clarion University of Pennsylvania 1999 — 2003
BSBA-Bachelor of Science
Big Heart Pet Brands September 2014 - Present
HJ Heinz April 2011 - September 2014
Media One October 2008 - April 2011
Quality Life Services December 2005 - September 2007
GMR Marketing June 2004 - October 2005
GMR Marketing June 2004 - October 2005
Edward Jones July 2003 - April 2004
Iron Mountain December 2000 - August 2002
Skills
Project Management, Consulting, Strategic Planning, Financial Analysis, Sustainability, Business Strategy, Marketing Strategy, Inventory Management, Customer Service, Competitive Analysis, Contract Negotiation, Process Improvement, Leadership, Market Research, Marketing, Management, Strategy, Forecasting, Cross-functional Team..., Supply Chain Management
Education
Duquesne University 2009 — 2010
MBA-Master
Clarion University of Pennsylvania 1999 — 2003
BSBA-Bachelor of Science
Brian Schwab's Edward Jones Experience January 2014 - July 2014
Job Center Director at Sylvan Learning
Industry Education Management
Experience
VALIC December 2014 - Present
Tidewater Sharks Soccer Club September 2013 - January 2015
Sylvan Learning August 2014 - November 2014
Edward Jones January 2014 - July 2014
State Farm December 2011 - September 2013
Mission Pharmacal May 2009 - December 2011
inVentiv Health August 2007 - October 2008
Williamsburg James City County Public Schools August 2000 - August 2007
Virginia Legacy Soccer Club August 1999 - August 2007
Christopher Newport University August 1999 - August 2005
Skills
Public Speaking, Social Media, Marketing, Cold Calling, Sales Management, Account Management, Team Building, Contract Negotiation, Sales, Management, New Business Development, Public Relations, Event Management, Property & Casualty..., Customer Service, Microsoft Office, PowerPoint, Leadership, Commercial Insurance, Sales Operations, Marketing Strategy, Strategic Planning, Event Planning
Education
Christopher Newport University 1996 — 1999
Bachelor of Arts (B.A.), Biology
Mercer University 1995 — 1996
VALIC December 2014 - Present
Tidewater Sharks Soccer Club September 2013 - January 2015
Sylvan Learning August 2014 - November 2014
Edward Jones January 2014 - July 2014
State Farm December 2011 - September 2013
Mission Pharmacal May 2009 - December 2011
inVentiv Health August 2007 - October 2008
Williamsburg James City County Public Schools August 2000 - August 2007
Virginia Legacy Soccer Club August 1999 - August 2007
Christopher Newport University August 1999 - August 2005
Skills
Public Speaking, Social Media, Marketing, Cold Calling, Sales Management, Account Management, Team Building, Contract Negotiation, Sales, Management, New Business Development, Public Relations, Event Management, Property & Casualty..., Customer Service, Microsoft Office, PowerPoint, Leadership, Commercial Insurance, Sales Operations, Marketing Strategy, Strategic Planning, Event Planning
Education
Christopher Newport University 1996 — 1999
Bachelor of Arts (B.A.), Biology
Mercer University 1995 — 1996
Brian Schilling's Edward Jones Experience February 2004 - November 2005
Job Financial Services Professional
Industry Financial Services
Experience
CUNA Brokerage Services, Inc. January 2014 - Present
CUNA Brokerage Services, Inc. December 2012 - January 2014
Berthel Fisher & Company Financial Services, Inc. February 2008 - October 2012
Prudencial Financial December 2005 - July 2007
Edward Jones February 2004 - November 2005
CUNA Brokerage, Inc. June 1997 - January 2004
Skills
Retirement Planning, Investments, Securities, Financial Advisory, Series 63, Series 6, Series 7, Uniform Combined State..., 401k, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Strategic Financial..., Series 24
Education
Clarke University 2006 — 2007
MBA, General
Iowa State University 1989 — 1993
Bachelor of Science (BS), Agricultural Business & International Agriculture
CUNA Brokerage Services, Inc. January 2014 - Present
CUNA Brokerage Services, Inc. December 2012 - January 2014
Berthel Fisher & Company Financial Services, Inc. February 2008 - October 2012
Prudencial Financial December 2005 - July 2007
Edward Jones February 2004 - November 2005
CUNA Brokerage, Inc. June 1997 - January 2004
Skills
Retirement Planning, Investments, Securities, Financial Advisory, Series 63, Series 6, Series 7, Uniform Combined State..., 401k, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Strategic Financial..., Series 24
Education
Clarke University 2006 — 2007
MBA, General
Iowa State University 1989 — 1993
Bachelor of Science (BS), Agricultural Business & International Agriculture
Orlando N. Johnson's Edward Jones Experience January 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Dewberry & Davis, LLC 2010 - 2011
Division of Emergency Management-State of Florida 2007 - 2009
R-G Crown Bank 2005 - 2007
Ohio Savings Bank 2004 - 2005
Skills
Credit, Loans, Risk Management, Banking, Retail Banking, Loss Mitigation, Non-profits, Mortgage Lending, Finance, Financial Analysis, Due Diligence, Insurance
Education
City University of New York-Brooklyn College 1972 — 1979
Bachelor of Arts (B.A.), Economics
Edward Jones January 2012 - Present
Dewberry & Davis, LLC 2010 - 2011
Division of Emergency Management-State of Florida 2007 - 2009
R-G Crown Bank 2005 - 2007
Ohio Savings Bank 2004 - 2005
Skills
Credit, Loans, Risk Management, Banking, Retail Banking, Loss Mitigation, Non-profits, Mortgage Lending, Finance, Financial Analysis, Due Diligence, Insurance
Education
City University of New York-Brooklyn College 1972 — 1979
Bachelor of Arts (B.A.), Economics
Candace Bell's Edward Jones Experience 1998 - 1999
Job Sr. Healthcare Sales Consultant/Account Manager
Industry Hospital & Health Care
Experience
Hospice Advantage, LLC 2014 - Present
Private Wealth Insurance Group-State Farm/ALFA 2008 - 2014
DeVry Inc. 2009 - 2012
Grapevine-Solvay Pharmaceuticals and UCB, Inc. 2006 - 2008
AstraZeneca 2002 - 2006
Novartis 1999 - 2002
Edward Jones 1998 - 1999
City of Atlanta 1996 - 1998
Skills
Talent Acquisition, Recruiting, College Recruiting, Talent Management, Leadership, Applicant Tracking..., Cardiology, Training, Account Management, Human Resources, CRM, Pharmaceutical Sales, Sourcing, Sales Process, New Business Development, Management, Interviews, Health, Sales Management, Pediatrics, Sales, Neurology, University Relations, Medical Devices, Strategic Planning, Healthcare, Cold Calling, Strategy, Sales Operations, Hiring, Strategic Partnerships, Women's Health, Medical Affairs, Selling, Key Account Management, Alzheimer's disease, Marketing, Talent Development, Neuroscience, Medical Science Liaison, Pharmaceutical Industry, Endocrinology, Dermatology, Podiatry, Contract Negotiation, Oil & Gas Industry, Accounting, Governmental Affairs, Hospice
Education
Clark Atlanta University 1995 — 1998
M.P.A., Public Adminstration/Human Resource Management
Fisk University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Ruskin High School 1986 — 1990
Hospice Advantage, LLC 2014 - Present
Private Wealth Insurance Group-State Farm/ALFA 2008 - 2014
DeVry Inc. 2009 - 2012
Grapevine-Solvay Pharmaceuticals and UCB, Inc. 2006 - 2008
AstraZeneca 2002 - 2006
Novartis 1999 - 2002
Edward Jones 1998 - 1999
City of Atlanta 1996 - 1998
Skills
Talent Acquisition, Recruiting, College Recruiting, Talent Management, Leadership, Applicant Tracking..., Cardiology, Training, Account Management, Human Resources, CRM, Pharmaceutical Sales, Sourcing, Sales Process, New Business Development, Management, Interviews, Health, Sales Management, Pediatrics, Sales, Neurology, University Relations, Medical Devices, Strategic Planning, Healthcare, Cold Calling, Strategy, Sales Operations, Hiring, Strategic Partnerships, Women's Health, Medical Affairs, Selling, Key Account Management, Alzheimer's disease, Marketing, Talent Development, Neuroscience, Medical Science Liaison, Pharmaceutical Industry, Endocrinology, Dermatology, Podiatry, Contract Negotiation, Oil & Gas Industry, Accounting, Governmental Affairs, Hospice
Education
Clark Atlanta University 1995 — 1998
M.P.A., Public Adminstration/Human Resource Management
Fisk University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Ruskin High School 1986 — 1990
Alison Lubischer's Edward Jones Experience January 2006 - October 2008
Job Learning and Development Analyst at Scottrade
Industry Financial Services
Experience
Scottrade July 2015 - Present
Scottrade January 2014 - July 2015
Scottrade October 2013 - January 2014
Scottrade June 2012 - October 2013
Scottrade November 2008 - June 2012
Edward Jones January 2006 - October 2008
BlueCross BlueShield of SC August 2004 - August 2005
Skills
Series 7, Market Data, Vendor Management, Securities, Financial Services
Education
Clemson University 2000 — 2004
Management, Business Administration and Management, General
Scottrade July 2015 - Present
Scottrade January 2014 - July 2015
Scottrade October 2013 - January 2014
Scottrade June 2012 - October 2013
Scottrade November 2008 - June 2012
Edward Jones January 2006 - October 2008
BlueCross BlueShield of SC August 2004 - August 2005
Skills
Series 7, Market Data, Vendor Management, Securities, Financial Services
Education
Clemson University 2000 — 2004
Management, Business Administration and Management, General
Brian Self's Edward Jones Experience June 2009 - January 2011
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
Kacie South's Edward Jones Experience 2005 - 2009
Job Client Relations at Ohana Real Estate Investors
Industry Real Estate
Experience
Ohana Real Estate Investors June 2014 - Present
Annadel Insurance 2012 - June 2014
Brown-Forman April 2013 - April 2014
Lobelia LLC 2008 - 2011
Edward Jones 2005 - 2009
Santa Rosa Strength 2002 - 2006
Skills
Finance, Strategic Planning, Leadership, Customer Service, Marketing, Team Building, Event Planning, Public Speaking, Budgets, Microsoft Office, Analysis, Microsoft Excel, Business Planning, Leadership Development, Event Management, Management, Marketing Strategy
Education
Chapman University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Chapman University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Chapman University 2011 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
Santa Rosa Junior College
Ohana Real Estate Investors June 2014 - Present
Annadel Insurance 2012 - June 2014
Brown-Forman April 2013 - April 2014
Lobelia LLC 2008 - 2011
Edward Jones 2005 - 2009
Santa Rosa Strength 2002 - 2006
Skills
Finance, Strategic Planning, Leadership, Customer Service, Marketing, Team Building, Event Planning, Public Speaking, Budgets, Microsoft Office, Analysis, Microsoft Excel, Business Planning, Leadership Development, Event Management, Management, Marketing Strategy
Education
Chapman University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Chapman University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Chapman University 2011 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
Santa Rosa Junior College
Kathy McFadden's Edward Jones Experience December 2008 - June 2012
Job Personal Assistant
Industry Individual & Family Services
Experience
OWNER June 2012 - Present
Edward Jones December 2008 - June 2012
First Heritage Bank June 2006 - December 2007
Bank of America November 2003 - May 2006
Linsco Private Ledger Kirkland WA June 2002 - November 2003
Edward Jones January 1999 - June 2002
A G Edwards January 1997 - January 1999
Key Investments October 1995 - January 1997
Bank of America April 1976 - October 1995
Education
City University of Seattle 1987 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
City University
BA, Business Administration & MBA Financial Management
OWNER June 2012 - Present
Edward Jones December 2008 - June 2012
First Heritage Bank June 2006 - December 2007
Bank of America November 2003 - May 2006
Linsco Private Ledger Kirkland WA June 2002 - November 2003
Edward Jones January 1999 - June 2002
A G Edwards January 1997 - January 1999
Key Investments October 1995 - January 1997
Bank of America April 1976 - October 1995
Education
City University of Seattle 1987 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
City University
BA, Business Administration & MBA Financial Management
Arlena Wilson's Edward Jones Experience May 2006 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2006 - Present
Sunriver Marketplace August 2001 - August 2004
Education
Chemeketa Community College 2004 — 2006
AA, general studies and business
Edward Jones May 2006 - Present
Sunriver Marketplace August 2001 - August 2004
Education
Chemeketa Community College 2004 — 2006
AA, general studies and business
Patrick McCabe Jr.'s Edward Jones Experience May 2009 - December 2009
Job USCIS at U.S. Department of Homeland Security
Industry Management Consulting
Experience
U.S. Department of Homeland Security March 2015 - Present
FCI May 2010 - Present
Edward Jones May 2009 - December 2009
IBM January 2005 - February 2009
IBM 1987 - December 2004
Skills
Manufacturing, Program Management, Continuous Improvement, Six Sigma, Process Engineering, Process Improvement, Lean Manufacturing, Cross-functional Team..., Engineering, Engineering Management
Education
Vermont Technical College 2005 — 2009
BS, Management of Technology
Champlain College 1985 — 1987
Associates, Electrical Engineering Technology
U.S. Department of Homeland Security March 2015 - Present
FCI May 2010 - Present
Edward Jones May 2009 - December 2009
IBM January 2005 - February 2009
IBM 1987 - December 2004
Skills
Manufacturing, Program Management, Continuous Improvement, Six Sigma, Process Engineering, Process Improvement, Lean Manufacturing, Cross-functional Team..., Engineering, Engineering Management
Education
Vermont Technical College 2005 — 2009
BS, Management of Technology
Champlain College 1985 — 1987
Associates, Electrical Engineering Technology
Jedd Axford's Edward Jones Experience 2000 - 2005
Job Sales Manager at Direct Supply
Industry Hospital & Health Care
Experience
Direct Supply March 2013 - Present
Direct Supply 2008 - 2013
Direct Supply 2005 - 2008
Edward Jones 2000 - 2005
Community First National Bank 2002 - 2003
Skills
Account Management, Team Building, Cold Calling
Education
Chadron State College 1998 — 2000
Master of Business Administration (MBA)
Chadron State College 1994 — 1998
Bachelor of Arts Degree, Business Administration - Marketing Emphasis
Direct Supply March 2013 - Present
Direct Supply 2008 - 2013
Direct Supply 2005 - 2008
Edward Jones 2000 - 2005
Community First National Bank 2002 - 2003
Skills
Account Management, Team Building, Cold Calling
Education
Chadron State College 1998 — 2000
Master of Business Administration (MBA)
Chadron State College 1994 — 1998
Bachelor of Arts Degree, Business Administration - Marketing Emphasis
John Wesley Scruggs's Edward Jones Experience April 2000 - December 2002
Job Director Negotiations at Premier
Industry Financial Services
Experience
D May 2013 - Present
Premier, Inc. January 2011 - May 2013
Premier, Inc. August 2009 - January 2011
TIAA-CREF January 2003 - November 2008
Edward Jones April 2000 - December 2002
Gaylord Conainer Corporation May 1999 - March 2000
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
MBA, Finance
Clemson University 1995 — 1999
BS, Financial Management
D May 2013 - Present
Premier, Inc. January 2011 - May 2013
Premier, Inc. August 2009 - January 2011
TIAA-CREF January 2003 - November 2008
Edward Jones April 2000 - December 2002
Gaylord Conainer Corporation May 1999 - March 2000
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2006
MBA, Finance
Clemson University 1995 — 1999
BS, Financial Management
Tim Reichstein's Edward Jones Experience April 2014 - August 2015
Job Wealth Management Advisor
Industry Financial Services
Experience
Columbia Credit Union August 2015 - Present
Edward Jones April 2014 - August 2015
Enterprise Rent-a-Car June 2006 - March 2014
Skills
Sales, Customer Retention, Inventory Management, Forecasting, Sales Process, Customer Service, Management, Sales Management, Negotiation, Account Management, Team Building, Leadership, Recruiting, Microsoft Excel, Strategic Planning, Microsoft Office, Marketing, Talent Acquisition, Human Resources, Selling, Training, Budgets, Hiring, Accounting, PowerPoint, Outlook, Finance
Education
University of Idaho 2000 — 2006
Bachelor of Science (B.S.), Business Finance
Clark College 1999 — 2000
Battle Ground High School 1996 — 2000
High School
Columbia Credit Union August 2015 - Present
Edward Jones April 2014 - August 2015
Enterprise Rent-a-Car June 2006 - March 2014
Skills
Sales, Customer Retention, Inventory Management, Forecasting, Sales Process, Customer Service, Management, Sales Management, Negotiation, Account Management, Team Building, Leadership, Recruiting, Microsoft Excel, Strategic Planning, Microsoft Office, Marketing, Talent Acquisition, Human Resources, Selling, Training, Budgets, Hiring, Accounting, PowerPoint, Outlook, Finance
Education
University of Idaho 2000 — 2006
Bachelor of Science (B.S.), Business Finance
Clark College 1999 — 2000
Battle Ground High School 1996 — 2000
High School
Kelley Meadows's Edward Jones Experience January 2010 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
TRW January 2006 - November 2008
Enprotech January 2001 - October 2005
South Arbor Academy August 1998 - December 2001
Retail Positions June 1983 - August 1988
Education
University of Phoenix 2004 — 2006
MBA, Administrative
Cleary University 1998 — 2000
BBA, Administrative
Stevenson Jr High 1976 — 1979
Edward Jones January 2010 - Present
TRW January 2006 - November 2008
Enprotech January 2001 - October 2005
South Arbor Academy August 1998 - December 2001
Retail Positions June 1983 - August 1988
Education
University of Phoenix 2004 — 2006
MBA, Administrative
Cleary University 1998 — 2000
BBA, Administrative
Stevenson Jr High 1976 — 1979
Sandy Williams's Edward Jones Experience March 2007 - March 2009
Job Director, Organizational Change and Effectiveness HoffmannLa Roche/Lead Enterprise Change & Project Mgmt Office
Industry Human Resources
Experience
Hoffmann-La Roche March 2011 - Present
William Osler Health System May 2010 - March 2011
Williams Consulting March 2009 - March 2011
Edward Jones March 2007 - March 2009
Bell Canada 1998 - 2007
Bell Mobility 1998 - 2001
Ontario Hydro January 1980 - 1988
Skills
Performance Management, Employee Relations, Leadership Development, Organizational..., Organizational..., Coaching, Employee Engagement, Talent Management, Personnel Management, Succession Planning, Leadership, Change Management, Human Resources, Recruiting, Organizational Design, Strategy, Training, Management, Program Management
Education
Adler Learning 2012 — 2013
ACC (Associate Certified Coach); ATC - Adler Trained Coach, Coaching
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Managing the Drucker Way
Humber College
Honours Human Resources Management
Queen's University
Change Management at Warp Speed
York University
Honours BA, Social Science/Business Admin
York University - Schulich School of Business
Advanced Certificate in Business Skills
Hoffmann-La Roche March 2011 - Present
William Osler Health System May 2010 - March 2011
Williams Consulting March 2009 - March 2011
Edward Jones March 2007 - March 2009
Bell Canada 1998 - 2007
Bell Mobility 1998 - 2001
Ontario Hydro January 1980 - 1988
Skills
Performance Management, Employee Relations, Leadership Development, Organizational..., Organizational..., Coaching, Employee Engagement, Talent Management, Personnel Management, Succession Planning, Leadership, Change Management, Human Resources, Recruiting, Organizational Design, Strategy, Training, Management, Program Management
Education
Adler Learning 2012 — 2013
ACC (Associate Certified Coach); ATC - Adler Trained Coach, Coaching
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Managing the Drucker Way
Humber College
Honours Human Resources Management
Queen's University
Change Management at Warp Speed
York University
Honours BA, Social Science/Business Admin
York University - Schulich School of Business
Advanced Certificate in Business Skills
Kurt Mobley's Edward Jones Experience Assistant Dean of General EducationAugusta Technical CollegeJuly 1983 - June 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Assistant Dean of General EducationAugusta Technical CollegeJuly 1983 - June 2002
Education
Clemson University 1977 — 1978
MEd, Administration & Supervision
Clemson University 1971 — 1976
BS, Science Teaching
Edward Jones Assistant Dean of General EducationAugusta Technical CollegeJuly 1983 - June 2002
Education
Clemson University 1977 — 1978
MEd, Administration & Supervision
Clemson University 1971 — 1976
BS, Science Teaching
Samantha Abner-Wallace's Edward Jones Experience November 2012 - Present
Job Senior Portfolio Manager at TIAACREF, Trust Company FSB
Industry Financial Services
Experience
Edward Jones November 2012 - Present
TIAA-CREF, Trust Company FSB May 2005 - May 2009
Bank of America December 1989 - April 2005
Citicorp Securities January 1985 - November 1986
Mellon Bank July 1979 - December 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Capital Markets, Investment Management, Trading, Bonds, Financial Services, Banking, Relationship Management, Financial Advisory, Credit, Insurance, Swaps, Economics, New Business Development
Education
North Central College 1993 — 1997
MBA, Finance
Clark Atlanta University 1975 — 1979
BA, Economics
University of Pittsburgh
MA (incomplete), Economics
Edward Jones November 2012 - Present
TIAA-CREF, Trust Company FSB May 2005 - May 2009
Bank of America December 1989 - April 2005
Citicorp Securities January 1985 - November 1986
Mellon Bank July 1979 - December 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Capital Markets, Investment Management, Trading, Bonds, Financial Services, Banking, Relationship Management, Financial Advisory, Credit, Insurance, Swaps, Economics, New Business Development
Education
North Central College 1993 — 1997
MBA, Finance
Clark Atlanta University 1975 — 1979
BA, Economics
University of Pittsburgh
MA (incomplete), Economics
Duane Conklin, CMFC's Edward Jones Experience February 2000 - October 2003
Job Regional Director, Experienced Relationship Manager, Successful Account Manager, Former Army Commissioned Officer
Industry Financial Services
Experience
Integrity Viking Funds December 2005 - Present
Banc of America Investments October 2003 - December 2005
Edward Jones February 2000 - October 2003
Bank of America April 1997 - February 2000
Skills
Leadership Development, Retirement Planning, Investments, Mortgage Lending, Mutual Funds, Financial Advisory, Finance, Public Speaking, Estate Planning, Retirement, Team Building, Securities, Financial Services, Financial Planners, Leadership, Series 7, Financial Planning, Wealth Management
Education
College for Financial Planning 2008 — 2008
Chartered Mutual Fund Counselor, Investments and Securities
U.S. Army Officer Course 1990 — 1990
Leadership
St. Norbert College 1986 — 1990
B.B.A., Administrative Management
Clemson University
Integrity Viking Funds December 2005 - Present
Banc of America Investments October 2003 - December 2005
Edward Jones February 2000 - October 2003
Bank of America April 1997 - February 2000
Skills
Leadership Development, Retirement Planning, Investments, Mortgage Lending, Mutual Funds, Financial Advisory, Finance, Public Speaking, Estate Planning, Retirement, Team Building, Securities, Financial Services, Financial Planners, Leadership, Series 7, Financial Planning, Wealth Management
Education
College for Financial Planning 2008 — 2008
Chartered Mutual Fund Counselor, Investments and Securities
U.S. Army Officer Course 1990 — 1990
Leadership
St. Norbert College 1986 — 1990
B.B.A., Administrative Management
Clemson University
LeTicia Eldred's Edward Jones Experience March 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
State Farm Ins Co's May 2009 - March 2010
Jim Walter Homes 2005 - 2009
Skills
Insurance, Process Scheduler, Budgets, Customer Satisfaction, Sales, Microsoft Office, Team Leadership, Inventory Management, Negotiation, Microsoft Excel, Management, Operations Management, Process Improvement, Recruiting, Team Building, Time Management, Customer Service
Education
Christian Brothers University 2015 — 2016
Bachelor's Degree, Business Administration, Management and Operations
NWCC
Associate of Arts (AA), Business Administration and Management, General
Edward Jones March 2010 - Present
State Farm Ins Co's May 2009 - March 2010
Jim Walter Homes 2005 - 2009
Skills
Insurance, Process Scheduler, Budgets, Customer Satisfaction, Sales, Microsoft Office, Team Leadership, Inventory Management, Negotiation, Microsoft Excel, Management, Operations Management, Process Improvement, Recruiting, Team Building, Time Management, Customer Service
Education
Christian Brothers University 2015 — 2016
Bachelor's Degree, Business Administration, Management and Operations
NWCC
Associate of Arts (AA), Business Administration and Management, General
Bradley Bahr-Job Seeker's Edward Jones Experience February 2001 - October 2001
Job Accountant at Susan G. Komen for the Cure
Industry Accounting
Experience
Susan G. Komen for the Cure June 2010 - October 2011
Center of Vision Enhancement July 2011 - August 2011
FC Mailing Solutions April 2007 - December 2008
ZEP Manufacturing October 2006 - April 2007
Pitney Bowes July 2003 - July 2005
Cellular Warehouse October 2001 - July 2003
Edward Jones February 2001 - October 2001
Stanley Tools March 1999 - February 2001
Sunbelt Publications August 1995 - January 1999
Skills
Accounting, Purchasing, MS Office Suite, Quickbooks, Account Management, CRM databases, Business Analysis
Education
University of Phoenix 2010 — 2011
MS, Accounting
Chapman University 1997 — 2000
BA, Organizational Leadership
Grossmont College 1994 — 1996
AA, Philosophy
Susan G. Komen for the Cure June 2010 - October 2011
Center of Vision Enhancement July 2011 - August 2011
FC Mailing Solutions April 2007 - December 2008
ZEP Manufacturing October 2006 - April 2007
Pitney Bowes July 2003 - July 2005
Cellular Warehouse October 2001 - July 2003
Edward Jones February 2001 - October 2001
Stanley Tools March 1999 - February 2001
Sunbelt Publications August 1995 - January 1999
Skills
Accounting, Purchasing, MS Office Suite, Quickbooks, Account Management, CRM databases, Business Analysis
Education
University of Phoenix 2010 — 2011
MS, Accounting
Chapman University 1997 — 2000
BA, Organizational Leadership
Grossmont College 1994 — 1996
AA, Philosophy
Arlena Wilson's Edward Jones Experience May 2006 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2006 - Present
Education
Chemeketa Community College 2004 — 2006
AA, Business and General Studies
Edward Jones May 2006 - Present
Education
Chemeketa Community College 2004 — 2006
AA, Business and General Studies
Jordan Prince's Edward Jones Experience March 2011 - March 2012
Job Latitude 48 Group Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2015 - Present
Morgan Stanley May 2012 - February 2015
Edward Jones March 2011 - March 2012
Skills
Wealth Management..., Financial Advisory, Personal Financial..., Asset Allocation, Asset Managment, College Education..., Retirement Planning, Stock Market, Business Planning, Coaching, Athletics, Tennis, 401k, 401k Rollovers, 529 Plans
Education
Seattle University 2008 — 2011
Individualized Business, Financial Planning and Services
Chabot College 2008 — 2008
Olympic College 2007 — 2008
Washington State University 2006 — 2007
Ameriprise Financial February 2015 - Present
Morgan Stanley May 2012 - February 2015
Edward Jones March 2011 - March 2012
Skills
Wealth Management..., Financial Advisory, Personal Financial..., Asset Allocation, Asset Managment, College Education..., Retirement Planning, Stock Market, Business Planning, Coaching, Athletics, Tennis, 401k, 401k Rollovers, 529 Plans
Education
Seattle University 2008 — 2011
Individualized Business, Financial Planning and Services
Chabot College 2008 — 2008
Olympic College 2007 — 2008
Washington State University 2006 — 2007
Rocco Cangialosi's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Advanced Sash & Door October 2011 - August 2012
Stock Building Supply March 2011 - September 2011
Gunton Corporation March 2007 - March 2011
Education
Clarion University of Pennsylvania 1997 — 2001
BSBA, Business Management
Bishop McDevitt High School 1993 — 1997
Edward Jones August 2012 - Present
Advanced Sash & Door October 2011 - August 2012
Stock Building Supply March 2011 - September 2011
Gunton Corporation March 2007 - March 2011
Education
Clarion University of Pennsylvania 1997 — 2001
BSBA, Business Management
Bishop McDevitt High School 1993 — 1997
Scott Test's Edward Jones Experience June 2015 - Present
Job Financial Advisor with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2015 - Present
LPR Land Services May 2014 - May 2015
Little Pine Resources August 2011 - May 2015
LPR Land Services August 2011 - May 2014
Little Pine Resources February 2011 - July 2011
Skills
Oil & Gas Industry, Energy Industry, Mineral Rights, Natural Gas, Pipelines, Academic Libraries, Business Development, Training, Minerals, Shale, Genealogy, Library Research, Information Literacy, Reference, Petroleum, Lease Negotiations, Interlibrary Loan, Proposal Writing, Legal Research, Primary Research, Library, Title Searches, Mentoring, Staff Development, Historical Mapping, Heirships, New Hire Training, Archival Research, Reference Services, Local History, Group Instruction, Special Collections, Abstracting, Title Opinions, Leases, Supervisory Skills, Project Planning, Leadership, Oil & Gas, Microsoft Office, Contract Negotiation, Upstream, Project Management
Education
Clarion University of Pennsylvania 2009 — 2010
MS, Library Sciences
Penn State University 2005 — 2008
BS, Psychology
Curwensville Area High School
Edward Jones June 2015 - Present
LPR Land Services May 2014 - May 2015
Little Pine Resources August 2011 - May 2015
LPR Land Services August 2011 - May 2014
Little Pine Resources February 2011 - July 2011
Skills
Oil & Gas Industry, Energy Industry, Mineral Rights, Natural Gas, Pipelines, Academic Libraries, Business Development, Training, Minerals, Shale, Genealogy, Library Research, Information Literacy, Reference, Petroleum, Lease Negotiations, Interlibrary Loan, Proposal Writing, Legal Research, Primary Research, Library, Title Searches, Mentoring, Staff Development, Historical Mapping, Heirships, New Hire Training, Archival Research, Reference Services, Local History, Group Instruction, Special Collections, Abstracting, Title Opinions, Leases, Supervisory Skills, Project Planning, Leadership, Oil & Gas, Microsoft Office, Contract Negotiation, Upstream, Project Management
Education
Clarion University of Pennsylvania 2009 — 2010
MS, Library Sciences
Penn State University 2005 — 2008
BS, Psychology
Curwensville Area High School
Chad Nolan's Edward Jones Experience December 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Deloitte & Touche 2009 - December 2014
Education
Christian Brothers University 2001 — 2004
B.A., Mathematics, Finance
San Diego City College 1999 — 2001
A.A., Transfer Studies
Edward Jones December 2014 - Present
Deloitte & Touche 2009 - December 2014
Education
Christian Brothers University 2001 — 2004
B.A., Mathematics, Finance
San Diego City College 1999 — 2001
A.A., Transfer Studies
Samuel Schlang's Edward Jones Experience March 2013 - January 2014
Job Financial advisor for Edward Jones
Industry Banking
Experience
Tomren wealth management February 2014 - Present
Edward Jones March 2013 - January 2014
Wells Fargo Bank November 2010 - March 2013
Engage As You Age, LLC December 2009 - December 2010
Best Buy October 2006 - November 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Budgets, Employee Relations, Coaching, Social Media, Community Outreach, Loans, Event Management, Financial Analysis, Time Management, Leadership
Education
Clark University 2000 — 2005
BA, History
Clark University 2000 — 2005
Bachelor of Arts, History
Tomren wealth management February 2014 - Present
Edward Jones March 2013 - January 2014
Wells Fargo Bank November 2010 - March 2013
Engage As You Age, LLC December 2009 - December 2010
Best Buy October 2006 - November 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Budgets, Employee Relations, Coaching, Social Media, Community Outreach, Loans, Event Management, Financial Analysis, Time Management, Leadership
Education
Clark University 2000 — 2005
BA, History
Clark University 2000 — 2005
Bachelor of Arts, History
Richard Hellman's Edward Jones Experience November 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2000 - Present
Sears Authorized Hometown Stores, LLC June 1995 - February 2000
Kmart Corporation November 1989 - September 1994
Education
Charleston Southern University 1974 — 1978
Bachelor of Science (BS), Mathematics
Edward Jones November 2000 - Present
Sears Authorized Hometown Stores, LLC June 1995 - February 2000
Kmart Corporation November 1989 - September 1994
Education
Charleston Southern University 1974 — 1978
Bachelor of Science (BS), Mathematics
Jacqui Thomas's Edward Jones Experience December 2014 - Present
Job at
Industry Investment Management
Experience
Edward Jones December 2014 - Present
Fauquier County Public Schools August 2013 - December 2014
Fauquier County Public Schools September 2010 - August 2013
Girl Scouts of the USA December 2009 - June 2012
Fauquier Girls Softball Association August 2010 - June 2011
Girl Scouts of the USA August 2009 - June 2011
Edward Jones October 2006 - August 2010
Skills
Detail Orientation, Organizational Structure, Personalization
Education
Radford University 1992 — 1996
Bachelors Degree, Physical Education, Commerical Fitness concentration
Champlain College 1990 — 1992
Associates Degree, Early Childhood Education
Edward Jones December 2014 - Present
Fauquier County Public Schools August 2013 - December 2014
Fauquier County Public Schools September 2010 - August 2013
Girl Scouts of the USA December 2009 - June 2012
Fauquier Girls Softball Association August 2010 - June 2011
Girl Scouts of the USA August 2009 - June 2011
Edward Jones October 2006 - August 2010
Skills
Detail Orientation, Organizational Structure, Personalization
Education
Radford University 1992 — 1996
Bachelors Degree, Physical Education, Commerical Fitness concentration
Champlain College 1990 — 1992
Associates Degree, Early Childhood Education
Simon Martinez Jr.'s Edward Jones Experience May 2008 - May 2009
Job Bank Examiner at Federal Reserve Bank of Dallas
Industry Financial Services
Experience
Federal Reserve Bank of Dallas March 2013 - Present
Fidelity Investments September 2011 - March 2013
TD Ameritrade June 2009 - August 2011
Edward Jones May 2008 - May 2009
Skills
Bilingual..., Investment Strategies, Investment Advisory, Finance, Portfolio Management, Trading, Investments, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Financial Advisory, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Options, ETFs, Uniform Combined State..., Financial Services, FINRA, Investment Management, Bloomberg, Bonds, Derivatives, Financial Markets, Investment Banking, Series 6, Series 65, Strategic Financial..., Wealth Management..., Equity Research, Financial Planners, IRAs, Equity Valuation, Private Banking, Financial Planning, Series 24
Education
Hardin-Simmons University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics/Finance
Cisco College 2003 — 2005
Texas State Technical College-West Texas 2002 — 2003
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
Federal Reserve Bank of Dallas March 2013 - Present
Fidelity Investments September 2011 - March 2013
TD Ameritrade June 2009 - August 2011
Edward Jones May 2008 - May 2009
Skills
Bilingual..., Investment Strategies, Investment Advisory, Finance, Portfolio Management, Trading, Investments, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Financial Advisory, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Options, ETFs, Uniform Combined State..., Financial Services, FINRA, Investment Management, Bloomberg, Bonds, Derivatives, Financial Markets, Investment Banking, Series 6, Series 65, Strategic Financial..., Wealth Management..., Equity Research, Financial Planners, IRAs, Equity Valuation, Private Banking, Financial Planning, Series 24
Education
Hardin-Simmons University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics/Finance
Cisco College 2003 — 2005
Texas State Technical College-West Texas 2002 — 2003
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
Afton MacIver's Edward Jones Experience September 2011 - February 2013
Job at
Industry Financial Services
Experience
Aqua-Tots Swim Schools April 2013 - Present
Edward Jones September 2011 - February 2013
Bank of America May 2011 - September 2011
University of Phoenix April 2010 - May 2011
Skills
Customer Service, Project Planning, E-Learning, Writing, Asset Transfer, Problem Solving, Collaboration, Fast Learner, Higher Education, Microsoft Word, Internet, Organization, PowerPoint
Education
Arizona State University 2013 — 2014
Bachelor's degree, Political Science and Government
University of Phoenix 2010 — 2011
Chandler/Gilbert Community College 2007 — 2010
Associate of Arts (AA), General Studies
Aqua-Tots Swim Schools April 2013 - Present
Edward Jones September 2011 - February 2013
Bank of America May 2011 - September 2011
University of Phoenix April 2010 - May 2011
Skills
Customer Service, Project Planning, E-Learning, Writing, Asset Transfer, Problem Solving, Collaboration, Fast Learner, Higher Education, Microsoft Word, Internet, Organization, PowerPoint
Education
Arizona State University 2013 — 2014
Bachelor's degree, Political Science and Government
University of Phoenix 2010 — 2011
Chandler/Gilbert Community College 2007 — 2010
Associate of Arts (AA), General Studies
Adam Rekasie's Edward Jones Experience January 2006 - August 2006
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments 2014 - Present
PNC Wealth Management 2014 - 2014
PNC Wealth Management January 2012 - 2014
PNC July 2007 - January 2012
PNC Investments August 2006 - June 2007
Edward Jones January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2005 - January 2006
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
PNC Investments 2014 - Present
PNC Wealth Management 2014 - 2014
PNC Wealth Management January 2012 - 2014
PNC July 2007 - January 2012
PNC Investments August 2006 - June 2007
Edward Jones January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2005 - January 2006
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Laurens Floyd's Edward Jones Experience January 2005 - Present
Job Retired at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2005 - Present
Education
Clemson University
Bachelor of Science (B.S.), Ceramic Sciences and Engineering
Edward Jones January 2005 - Present
Education
Clemson University
Bachelor of Science (B.S.), Ceramic Sciences and Engineering
Karen Givens's Edward Jones Experience January 2014 - November 2014
Job Registered Client Service Associate/Sales Assistant
Industry Financial Services
Experience
Davenport & Company LLC November 2014 - Present
Edward Jones January 2014 - November 2014
SunTrust Bank September 2012 - January 2014
First Tennessee Bank May 2010 - June 2012
Northwest Georgia Bank July 2008 - May 2010
Battlefield Primary School July 2005 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Consumer Lending, Retail Banking, Salesforce.com, Typing, Business Communications, Referrals, Cross Selling, Delegation, Interviewing Skills, Phone Etiquette, Office Equipment, Administrative Work, Customer Oriented
Education
Covenant College 2008 — 2011
Bachelor of Science (B.S.), Organizational Management
Chattanooga State Community College
General Studies, Supervision and Human Relations, Business Math, Statistics, etc.
Davenport & Company LLC November 2014 - Present
Edward Jones January 2014 - November 2014
SunTrust Bank September 2012 - January 2014
First Tennessee Bank May 2010 - June 2012
Northwest Georgia Bank July 2008 - May 2010
Battlefield Primary School July 2005 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Consumer Lending, Retail Banking, Salesforce.com, Typing, Business Communications, Referrals, Cross Selling, Delegation, Interviewing Skills, Phone Etiquette, Office Equipment, Administrative Work, Customer Oriented
Education
Covenant College 2008 — 2011
Bachelor of Science (B.S.), Organizational Management
Chattanooga State Community College
General Studies, Supervision and Human Relations, Business Math, Statistics, etc.
Ed Galloway's Edward Jones Experience April 1993 - October 2000
Job Vice President Financial Advisor at BB&T Scott&Stringfellow
Industry Financial Services
Experience
BB&T Scott&Stringfellow June 2012 - Present
Merrill Lynch October 2000 - June 2012
Edward Jones April 1993 - October 2000
Skills
Hedging risks on highly..., Income enhancement -..., Wealth Management, Asset Management, Options Strategies, Series 7, Series 63, Equity Trading, Portfolio Management, Concentrated Stock..., Alternative Investments, Financial Services, Investments, Retirement Planning, Strategic Financial..., Finance
Education
Clemson University 1979 — 1983
Bachelor of Science (BS), Financial Management
Hartsville High School 1977 — 1979
Cocke County High School 1976 — 1977
BB&T Scott&Stringfellow June 2012 - Present
Merrill Lynch October 2000 - June 2012
Edward Jones April 1993 - October 2000
Skills
Hedging risks on highly..., Income enhancement -..., Wealth Management, Asset Management, Options Strategies, Series 7, Series 63, Equity Trading, Portfolio Management, Concentrated Stock..., Alternative Investments, Financial Services, Investments, Retirement Planning, Strategic Financial..., Finance
Education
Clemson University 1979 — 1983
Bachelor of Science (BS), Financial Management
Hartsville High School 1977 — 1979
Cocke County High School 1976 — 1977
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation