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
Ryan Furtwangler Ryan Furtwangler's Edward Jones Experience August 2003 - April 2005
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors September 2014 - Present
HBKS Wealth Advisors 2005 - September 2014
Edward Jones August 2003 - April 2005
Parker/Hunter April 2002 - April 2003
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Financial Planning, Investments, Philanthropy, Planned Giving, Family Office, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi-generational..., Personal Income Tax..., Income Tax, Estate & Gift Taxation, Charitable Giving
Education
College for Financial Planning 2009 — 2012
CERTIFIED FINANCIAL PLANNER TM, Financial Planning and Services
University of Pittsburgh 2000 — 2003
Bachelor's Degree, Finance major, Economics minor, Cum Laude
Embry-Riddle Aeronautical University-Worldwide 1999 — 2000
Bachelor's Degree, Aerospace Engineering major, Finance minor
HBKS Wealth Advisors September 2014 - Present
HBKS Wealth Advisors 2005 - September 2014
Edward Jones August 2003 - April 2005
Parker/Hunter April 2002 - April 2003
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Financial Planning, Investments, Philanthropy, Planned Giving, Family Office, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi-generational..., Personal Income Tax..., Income Tax, Estate & Gift Taxation, Charitable Giving
Education
College for Financial Planning 2009 — 2012
CERTIFIED FINANCIAL PLANNER TM, Financial Planning and Services
University of Pittsburgh 2000 — 2003
Bachelor's Degree, Finance major, Economics minor, Cum Laude
Embry-Riddle Aeronautical University-Worldwide 1999 — 2000
Bachelor's Degree, Aerospace Engineering major, Finance minor
Ross Poll Ross Poll's Edward Jones Experience June 2002 - September 2006
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Edward Jones June 2002 - September 2006
Skills
Investments, Finance, Retirement Planning, Retirement, Management, Asset Allocation, Mutual Funds, Investment Strategies, Securities
Education
Hope College 1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist (AAMS), Financial Planning and Services
Hudsonville High
Wells Fargo Advisors, LLC September 2006 - Present
Edward Jones June 2002 - September 2006
Skills
Investments, Finance, Retirement Planning, Retirement, Management, Asset Allocation, Mutual Funds, Investment Strategies, Securities
Education
Hope College 1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist (AAMS), Financial Planning and Services
Hudsonville High
Roger Kelm Roger Kelm's Edward Jones Experience August 2004 - March 2008
Job Director of Rosemount Service, N.A. at Emerson Process Management
Industry Mechanical or Industrial Engineering
Experience
Emerson Process Management January 2014 - Present
Emerson Process Management April 2008 - Present
Edward Jones August 2004 - March 2008
Cutting Edge Construction, Inc. April 1994 - March 2004
Emerson Process Management December 1992 - March 1994
Emerson Process Management October 1990 - November 1992
Emerson Process Management May 1988 - September 1990
Skills
Strategic Planning, Cross-functional Team..., Business Strategy, Business Development, Marketing Strategy, Project Management, Engineering, Small Business, Construction, Investment Propoerties, New Business Development, Investment Strategies, Product Launch, Process Automation, Management, Business Planning, Sales, Program Management, Budgets, Marketing, Leadership, Automation, Process Control, Manufacturing, Instrumentation
Education
University of Minnesota-Twin Cities 1982 — 1986
Bachelor's degree, Mechanical Engineering
College for Financial Planning 2007 — 2007
professional designation, Accredited Asset Management Specialist - AAMS
Financial Industry Regulatory Authority, Inc., FINRA 2004 — 2004
General Securities Representative, Series 7 License, Registered Representative of a Broker Dealer
Emerson Process Management January 2014 - Present
Emerson Process Management April 2008 - Present
Edward Jones August 2004 - March 2008
Cutting Edge Construction, Inc. April 1994 - March 2004
Emerson Process Management December 1992 - March 1994
Emerson Process Management October 1990 - November 1992
Emerson Process Management May 1988 - September 1990
Skills
Strategic Planning, Cross-functional Team..., Business Strategy, Business Development, Marketing Strategy, Project Management, Engineering, Small Business, Construction, Investment Propoerties, New Business Development, Investment Strategies, Product Launch, Process Automation, Management, Business Planning, Sales, Program Management, Budgets, Marketing, Leadership, Automation, Process Control, Manufacturing, Instrumentation
Education
University of Minnesota-Twin Cities 1982 — 1986
Bachelor's degree, Mechanical Engineering
College for Financial Planning 2007 — 2007
professional designation, Accredited Asset Management Specialist - AAMS
Financial Industry Regulatory Authority, Inc., FINRA 2004 — 2004
General Securities Representative, Series 7 License, Registered Representative of a Broker Dealer
Sal Pollice AAMS® Sal Pollice AAMS®'s Edward Jones Experience December 2007 - Present
Job Financial Advisor at Edward Jones AAMS®
Industry Investment Management
Experience
City of Louisiana Missouri April 2013 - Present
Edward Jones December 2007 - Present
Precise Specialties January 2005 - December 2007
GEICO January 2003 - January 2006
Skills
Portfolio Management, Investments, Retirement Planning, Finance, Insurance, Asset Management, Investment Management, 401k Rollovers, Series 7, Equities, Long-term Care, Management, Mutual Funds, Wealth Management, Investment Advisory, Fixed Annuities, Alternative Investments, Bonds, Financial Modeling, Financial Planners, Retirement, Estate Planning, Uniform Combined State..., ETFs, Asset Managment, Personal Finance
Education
College for Financial Planning
A.A.M.S., Finance
Southeastern University
City of Louisiana Missouri April 2013 - Present
Edward Jones December 2007 - Present
Precise Specialties January 2005 - December 2007
GEICO January 2003 - January 2006
Skills
Portfolio Management, Investments, Retirement Planning, Finance, Insurance, Asset Management, Investment Management, 401k Rollovers, Series 7, Equities, Long-term Care, Management, Mutual Funds, Wealth Management, Investment Advisory, Fixed Annuities, Alternative Investments, Bonds, Financial Modeling, Financial Planners, Retirement, Estate Planning, Uniform Combined State..., ETFs, Asset Managment, Personal Finance
Education
College for Financial Planning
A.A.M.S., Finance
Southeastern University
Barbara Ross Barbara Ross's Edward Jones Experience July 2015 - Present
Job Operations Manager at Latham & Watkins LLP
Industry Facilities Services
Experience
Edward Jones July 2015 - Present
Latham & Watkins LLP July 2006 - July 2015
Jones Lang LaSalle August 2000 - May 2006
Siebel Systems 2000 - 2006
Roy Jorgensen Associates, Inc. 2000 - 2004
Convention Management Resources (CMR) 1993 - 1997
Skills
Project Management, Team Building, Budgets, Facilities Management, Contract Negotiation, Contract Management, Management, Leadership, Operations Management, Project Planning, Construction Management, Process Scheduler, Vendor Management, Customer Service, Cross-functional Team..., Negotiation, Strategic Planning, Program Management, Procurement, Customer Satisfaction
Education
College of San Mateo
Edward Jones July 2015 - Present
Latham & Watkins LLP July 2006 - July 2015
Jones Lang LaSalle August 2000 - May 2006
Siebel Systems 2000 - 2006
Roy Jorgensen Associates, Inc. 2000 - 2004
Convention Management Resources (CMR) 1993 - 1997
Skills
Project Management, Team Building, Budgets, Facilities Management, Contract Negotiation, Contract Management, Management, Leadership, Operations Management, Project Planning, Construction Management, Process Scheduler, Vendor Management, Customer Service, Cross-functional Team..., Negotiation, Strategic Planning, Program Management, Procurement, Customer Satisfaction
Education
College of San Mateo
Dan Funk, CFP® Dan Funk, CFP®'s Edward Jones Experience December 2004 - July 2005
Job Lead Financial Planner at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2012 - Present
T. Rowe Price January 2008 - January 2012
T. Rowe Price January 2007 - January 2008
T. Rowe Price September 2005 - January 2007
Edward Jones December 2004 - July 2005
Skills
Investments, Series 7, Asset Allocation, Retirement Planning, Retirement, Strategic Financial..., Series 63, Mutual Funds, Uniform Combined State..., FINRA, Financial Services, Investment Strategies, 401k, Leadership, Finance, Bonds, IRAs, Fixed Income, Investment Management, Financial Advisory, Securities, Portfolio Management, Financial Modeling, Alternative Investments, Training, Risk Management, Asset Management, Wealth Management, Investment Advisory, Equities, CERTIFIED FINANCIAL...
Education
Colorado State University 2001 — 2004
Bachelor of Science, Finance
High School 1998 — 2001
Bachelor of Science (B.S.)
T. Rowe Price January 2012 - Present
T. Rowe Price January 2008 - January 2012
T. Rowe Price January 2007 - January 2008
T. Rowe Price September 2005 - January 2007
Edward Jones December 2004 - July 2005
Skills
Investments, Series 7, Asset Allocation, Retirement Planning, Retirement, Strategic Financial..., Series 63, Mutual Funds, Uniform Combined State..., FINRA, Financial Services, Investment Strategies, 401k, Leadership, Finance, Bonds, IRAs, Fixed Income, Investment Management, Financial Advisory, Securities, Portfolio Management, Financial Modeling, Alternative Investments, Training, Risk Management, Asset Management, Wealth Management, Investment Advisory, Equities, CERTIFIED FINANCIAL...
Education
Colorado State University 2001 — 2004
Bachelor of Science, Finance
High School 1998 — 2001
Bachelor of Science (B.S.)
Joel Lenzini's Edward Jones Experience July 2004 - May 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2007 - Present
Edward Jones July 2004 - May 2007
Skills
Asset Allocation, Investments, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Securities, Series 24, Investment Strategies, Financial Planning, Portfolio Management, Asset Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
University of California, Los Angeles
Personal Financial Planning
TD Ameritrade May 2007 - Present
Edward Jones July 2004 - May 2007
Skills
Asset Allocation, Investments, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Securities, Series 24, Investment Strategies, Financial Planning, Portfolio Management, Asset Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
University of California, Los Angeles
Personal Financial Planning
Thomas Brunz Thomas Brunz's Edward Jones Experience 2006 - 2008
Job Financial Advisor at Lawing Financial Inc.
Industry Financial Services
Experience
Lawing Financial Inc. / QPA August 2013 - Present
Alliant Retirement and Investment Services August 2010 - August 2013
CUSO Financial Services, LP June 2008 - August 2010
Edward Jones 2006 - 2008
Skills
Retirement Planning, Investments, Strategic Planning
Education
Mesa State College 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Lawing Financial Inc. / QPA August 2013 - Present
Alliant Retirement and Investment Services August 2010 - August 2013
CUSO Financial Services, LP June 2008 - August 2010
Edward Jones 2006 - 2008
Skills
Retirement Planning, Investments, Strategic Planning
Education
Mesa State College 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Andrea Coleman, AIF®'s Edward Jones Experience July 2007 - January 2008
Job Regional Investment Specialist at 361 Capital
Industry Financial Services
Experience
361 Capital February 2015 - Present
Janus Capital Group March 2008 - February 2015
Edward Jones July 2007 - January 2008
City of Fort Lupton October 2003 - July 2007
Education
Colorado College 1999 — 2003
Bachelor of Arts, Psychology
Brighton High School 1996 — 1999
361 Capital February 2015 - Present
Janus Capital Group March 2008 - February 2015
Edward Jones July 2007 - January 2008
City of Fort Lupton October 2003 - July 2007
Education
Colorado College 1999 — 2003
Bachelor of Arts, Psychology
Brighton High School 1996 — 1999
Rich Stamps, AIF® Rich Stamps, AIF®'s Edward Jones Experience March 2006 - March 2009
Job Retirement Plan Consultant at Brunette & Associates LLC
Industry Financial Services
Experience
Brunette & Associates LLC July 2014 - Present
OneAmerica January 2011 - July 2014
OneAmerica March 2009 - January 2011
Edward Jones March 2006 - March 2009
Charles Schwab October 2000 - March 2006
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Defined Contribution, Investments, Qualified Retirement..., Series 7, Fixed Annuities, Defined Benefit, Retirement Plan..., Pensions, IRAs, ERISA, Asset Allocation, CRM, Investment Advisory, 403 b, 457 Plans, Retirement Savings, Wealth Management, Variable Annuities, Nonprofits, Non-Qualified Deferred..., Separately Managed..., Investment Management, Benchmarking, Series 65, FINRA, AAMS, Tax-exempt, Profit Sharing, Life Insurance, Financial Advisory, Long-term Care, Financial Services, Relationship Management, Securities, AIF, Fiduciary Management, RFP
Education
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist (AAMS)
Baylor University 1993 — 1997
BBA, Economics
Brunette & Associates LLC July 2014 - Present
OneAmerica January 2011 - July 2014
OneAmerica March 2009 - January 2011
Edward Jones March 2006 - March 2009
Charles Schwab October 2000 - March 2006
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Defined Contribution, Investments, Qualified Retirement..., Series 7, Fixed Annuities, Defined Benefit, Retirement Plan..., Pensions, IRAs, ERISA, Asset Allocation, CRM, Investment Advisory, 403 b, 457 Plans, Retirement Savings, Wealth Management, Variable Annuities, Nonprofits, Non-Qualified Deferred..., Separately Managed..., Investment Management, Benchmarking, Series 65, FINRA, AAMS, Tax-exempt, Profit Sharing, Life Insurance, Financial Advisory, Long-term Care, Financial Services, Relationship Management, Securities, AIF, Fiduciary Management, RFP
Education
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist (AAMS)
Baylor University 1993 — 1997
BBA, Economics
Rick King Rick King's Edward Jones Experience October 2006 - March 2008
Job Talent Acquisition Manager
Industry Financial Services
Experience
TransFirst January 2012 - Present
Spectrum Marketing Services, Inc January 2011 - November 2011
Nationwide Anesthesia Services, Inc March 2008 - January 2011
Edward Jones October 2006 - March 2008
First American Real Estate Tax Service July 1999 - October 2006
Larimer County July 1995 - February 1999
Skills
Recruiting, CRM, Leadership, Sales, Management, Strategy, Training, Business Planning, Marketing, Operations Management, Competitive Analysis, Lead Generation, Start-ups, Talent Management, Interviewing Skills, Talent Acquisition, Cold Calling, Finance, Customer Retention, Sourcing, Salesforce.com, Direct Sales, Social Media, Selling, Coaching, Account Management, Team Leadership
Education
Colorado State University 1993 — 1998
BA, History
TransFirst January 2012 - Present
Spectrum Marketing Services, Inc January 2011 - November 2011
Nationwide Anesthesia Services, Inc March 2008 - January 2011
Edward Jones October 2006 - March 2008
First American Real Estate Tax Service July 1999 - October 2006
Larimer County July 1995 - February 1999
Skills
Recruiting, CRM, Leadership, Sales, Management, Strategy, Training, Business Planning, Marketing, Operations Management, Competitive Analysis, Lead Generation, Start-ups, Talent Management, Interviewing Skills, Talent Acquisition, Cold Calling, Finance, Customer Retention, Sourcing, Salesforce.com, Direct Sales, Social Media, Selling, Coaching, Account Management, Team Leadership
Education
Colorado State University 1993 — 1998
BA, History
Bill Allshouse Bill Allshouse's Edward Jones Experience July 1999 - February 2000
Job Sr Finance Director and Global Business Unit CFO at Arrow Electronics
Industry Electrical/Electronic Manufacturing
Experience
Arrow Electronics March 2008 - Present
Level 3 Communications March 2000 - February 2008
Edward Jones July 1999 - February 2000
Accenture July 1995 - July 1999
Skills
Strategic Financial..., Corporate Finance, Finance, Analysis, Forecasting, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Acquisition Integration, Cross-functional Team..., Process Improvement, Variance Analysis, Hyperion Enterprise, Managerial Finance, Accounting, Pricing, Business Process..., Budgets
Education
University of Colorado 2001 — 2004
Masters, Finance
Colorado State University 1991 — 1995
Bachelors, Finance
Arrow Electronics March 2008 - Present
Level 3 Communications March 2000 - February 2008
Edward Jones July 1999 - February 2000
Accenture July 1995 - July 1999
Skills
Strategic Financial..., Corporate Finance, Finance, Analysis, Forecasting, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Acquisition Integration, Cross-functional Team..., Process Improvement, Variance Analysis, Hyperion Enterprise, Managerial Finance, Accounting, Pricing, Business Process..., Budgets
Education
University of Colorado 2001 — 2004
Masters, Finance
Colorado State University 1991 — 1995
Bachelors, Finance
W. Corey Broughton, ChFC®, AAMS®, MBA W. Corey Broughton, ChFC®, AAMS®, MBA's Edward Jones Experience January 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Team Hydraulics 2002 - 2006
Berendsen Fluid Power 1998 - 2004
Skills
Insurance, Portfolio Management, Retirement Planning, Investments, Financial Planning, Strategic Planning, Mutual Funds, Retirement, Fixed Annuities, Sales, Investment Advisory, Strategic Financial..., Finance, Financial Advisory, IRAs, Series 7, Wealth Management, Financial Planners, Financial Services, Estate Planning, Series 63, Investment Strategies, Life Insurance, Wealth, Uniform Combined State..., Securities, 401k, Asset Allocation, College Savings Plans, Roth IRA, 401k Rollovers, Pensions, Wealth Management...
Education
The American College 2011 — 2013
ChFC® - Charter Financial Consultant, Financial Planning and Services
College for Financial Planning 2008 — 2009
AAMS® - Accredited Asset Management Specialist
George Fox University 2005 — 2007
MBA, Masters of Business Adminstration
Emporia State University 1987 — 1991
BS, Business
Edward Jones January 2007 - Present
Team Hydraulics 2002 - 2006
Berendsen Fluid Power 1998 - 2004
Skills
Insurance, Portfolio Management, Retirement Planning, Investments, Financial Planning, Strategic Planning, Mutual Funds, Retirement, Fixed Annuities, Sales, Investment Advisory, Strategic Financial..., Finance, Financial Advisory, IRAs, Series 7, Wealth Management, Financial Planners, Financial Services, Estate Planning, Series 63, Investment Strategies, Life Insurance, Wealth, Uniform Combined State..., Securities, 401k, Asset Allocation, College Savings Plans, Roth IRA, 401k Rollovers, Pensions, Wealth Management...
Education
The American College 2011 — 2013
ChFC® - Charter Financial Consultant, Financial Planning and Services
College for Financial Planning 2008 — 2009
AAMS® - Accredited Asset Management Specialist
George Fox University 2005 — 2007
MBA, Masters of Business Adminstration
Emporia State University 1987 — 1991
BS, Business
Maximilien Saint Clair-Slingluff Maximilien Saint Clair-Slingluff's Edward Jones Experience July 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Saint-Clair Tactical Consulting February 2015 - July 2015
SIB Fixed Cost Reduction LLC July 2014 - February 2015
E. John Daugs Law Firm April 2006 - July 2014
Bibliolabs LLC January 2012 - October 2012
Skills
Accounting, Problem Solving, Microsoft Excel, Speech Writing, Presentation Development, Customer Relations, Cloud Computing, Management, Customer Service, Technical Writing, Wealth Management, Translation, Business Analysis, Consultations, Key Account Management, Programming, Lean Manufacturing, Lean Management, Lean Thinking, Six Sigma, Cost Accounting, Cost Management, Commercial Real Estate, PHP, MySQL, QuickBooks, Enterprise Software, Python, Unix, Currency Exchange, Stock Trading, Microsoft Office, JavaScript, SAP, Ruby, Event Planning
Education
College of Charleston 2008 — 2012
BA, Leadership/Management/German
Edward Jones July 2015 - Present
Saint-Clair Tactical Consulting February 2015 - July 2015
SIB Fixed Cost Reduction LLC July 2014 - February 2015
E. John Daugs Law Firm April 2006 - July 2014
Bibliolabs LLC January 2012 - October 2012
Skills
Accounting, Problem Solving, Microsoft Excel, Speech Writing, Presentation Development, Customer Relations, Cloud Computing, Management, Customer Service, Technical Writing, Wealth Management, Translation, Business Analysis, Consultations, Key Account Management, Programming, Lean Manufacturing, Lean Management, Lean Thinking, Six Sigma, Cost Accounting, Cost Management, Commercial Real Estate, PHP, MySQL, QuickBooks, Enterprise Software, Python, Unix, Currency Exchange, Stock Trading, Microsoft Office, JavaScript, SAP, Ruby, Event Planning
Education
College of Charleston 2008 — 2012
BA, Leadership/Management/German
Chris McGlade Chris McGlade's Edward Jones Experience June 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Temple ISD August 2010 - June 2012
Buncombe County Schools August 2006 - August 2010
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Planning, Mutual Funds, Retirement, Investment Advisory, Portfolio Strategies, Asset Allocation, Fixed Annuities, Financial Advisory
Education
Mesa State College 1999 — 2003
Bachelor's degree, Human Performance and Wellness/Education
Colorado Mesa University
Edward Jones June 2012 - Present
Temple ISD August 2010 - June 2012
Buncombe County Schools August 2006 - August 2010
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Planning, Mutual Funds, Retirement, Investment Advisory, Portfolio Strategies, Asset Allocation, Fixed Annuities, Financial Advisory
Education
Mesa State College 1999 — 2003
Bachelor's degree, Human Performance and Wellness/Education
Colorado Mesa University
Stacy Brown AAMS Stacy Brown AAMS's Edward Jones Experience February 2002 - April 2011
Job Founding Partner CastleRock Financial Advisors
Industry Financial Services
Experience
CastleRock Financial Advisors April 2011 - Present
Edward Jones February 2002 - April 2011
Skills
Wealth Management, Investment Advisory, Retirement, Investments, Customer Service, Retirement Planning, Financial Planning, Mutual Funds, Asset Management, Financial Advisory, Asset Allocation, Fixed Annuities, Securities, Leadership, Portfolio Management, Strategic Planning
Education
Oklahoma State University 1994 — 1996
Bachelor of Applied Science (BASc)
College for Financial Planning 2003 — 2005
AAMS
CastleRock Financial Advisors April 2011 - Present
Edward Jones February 2002 - April 2011
Skills
Wealth Management, Investment Advisory, Retirement, Investments, Customer Service, Retirement Planning, Financial Planning, Mutual Funds, Asset Management, Financial Advisory, Asset Allocation, Fixed Annuities, Securities, Leadership, Portfolio Management, Strategic Planning
Education
Oklahoma State University 1994 — 1996
Bachelor of Applied Science (BASc)
College for Financial Planning 2003 — 2005
AAMS
Paul Rogers, CFP®, AAMS®'s Edward Jones Experience October 2002 - March 2013
Job Bell Rogers Wealth Management
Industry Financial Services
Experience
Bell Rogers Wealth Management March 2013 - Present
Edward Jones October 2002 - March 2013
Virginia Department of Environmental Quality October 1999 - October 2002
US EPA October 1990 - September 1999
U.S. Equal Employment Opportunity Commission October 1987 - October 1990
Education
College for Financial Planning 2009 — 2011
Certificate of Certified Financial Planner Education, Financial Planning and Services
Franklin & Marshall College 1980 — 1984
Bachelor of Arts, Philosophy
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Bell Rogers Wealth Management March 2013 - Present
Edward Jones October 2002 - March 2013
Virginia Department of Environmental Quality October 1999 - October 2002
US EPA October 1990 - September 1999
U.S. Equal Employment Opportunity Commission October 1987 - October 1990
Education
College for Financial Planning 2009 — 2011
Certificate of Certified Financial Planner Education, Financial Planning and Services
Franklin & Marshall College 1980 — 1984
Bachelor of Arts, Philosophy
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Brandee Burdick Brandee Burdick's Edward Jones Experience October 2013 - Present
Job Branch Office Admin Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Welch Allyn April 1999 - January 2013
Welch Allyn, Inc. April 1999 - January 2013
Welch Allyn, Inc. April 1999 - January 2013
Eco Soil Systems, Inc January 1999 - March 1999
TLC Temp Agency January 1999 - March 1999
Welch Allyn, Inc. (temp) December 1998 - January 1999
Eldyne-Titan Corporation July 1998 - December 1998
Skills
Lean Manufacturing, Continuous Improvement, Customer Service, Healthcare, Training, Performance Management, Customer Satisfaction, Team Leadership, Project Management, Sales Operations, Lotus Notes, Quality System, Employee Relations, Leadership Development, Change Management, Complaint Management, Medical Devices, SAP, Windows 7, Google Docs, CRM, Call Center, Call Centers, Coaching, Data Analysis, Employee Training, ISO 13485, Leadership, Management, Manufacturing, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement
Education
Humboldt State University 1995 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Humboldt State University 1995 — 1998
Bachelor's degree, Industrial and Organizational Psychology
College of the Redwoods 1993 — 1995
Associate of Arts (AA), Psychology; Industrial Psychology
Edward Jones October 2013 - Present
Welch Allyn April 1999 - January 2013
Welch Allyn, Inc. April 1999 - January 2013
Welch Allyn, Inc. April 1999 - January 2013
Eco Soil Systems, Inc January 1999 - March 1999
TLC Temp Agency January 1999 - March 1999
Welch Allyn, Inc. (temp) December 1998 - January 1999
Eldyne-Titan Corporation July 1998 - December 1998
Skills
Lean Manufacturing, Continuous Improvement, Customer Service, Healthcare, Training, Performance Management, Customer Satisfaction, Team Leadership, Project Management, Sales Operations, Lotus Notes, Quality System, Employee Relations, Leadership Development, Change Management, Complaint Management, Medical Devices, SAP, Windows 7, Google Docs, CRM, Call Center, Call Centers, Coaching, Data Analysis, Employee Training, ISO 13485, Leadership, Management, Manufacturing, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement
Education
Humboldt State University 1995 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Humboldt State University 1995 — 1998
Bachelor's degree, Industrial and Organizational Psychology
College of the Redwoods 1993 — 1995
Associate of Arts (AA), Psychology; Industrial Psychology
JP Perry, AAMS®'s Edward Jones Experience May 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2005 - Present
First Citizens Bank & Trust of South Carolina September 2003 - January 2005
United States Marine Corps May 1999 - June 2003
Skills
Series 7, Wealth Management, Retirement Planning, Investments, 401k Rollovers, Leadership, Asset Management, Securities, Financial Analysis, IRAs, Team Building, Saving for Education, Retirement, Strategic Financial..., Asset Allocation, Mutual Funds, Series 63, Music, 401k, Investment Strategies, Financial Goals, Uniform Combined State..., Roth IRA, Small Business..., Series 66, AAMS, Banking, Long Term Care Insurance, Personal Financial..., Qualified Retirement..., Trust Services, Retirement Plan..., Life Insurance, Public Speaking, Customer Service
Education
College for Financial Planning 2007 — 2008
Accredited Asset Management Specialist, Financial Planning and Services
University of South Carolina-Columbia 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University 1998 — 1999
Edward Jones May 2005 - Present
First Citizens Bank & Trust of South Carolina September 2003 - January 2005
United States Marine Corps May 1999 - June 2003
Skills
Series 7, Wealth Management, Retirement Planning, Investments, 401k Rollovers, Leadership, Asset Management, Securities, Financial Analysis, IRAs, Team Building, Saving for Education, Retirement, Strategic Financial..., Asset Allocation, Mutual Funds, Series 63, Music, 401k, Investment Strategies, Financial Goals, Uniform Combined State..., Roth IRA, Small Business..., Series 66, AAMS, Banking, Long Term Care Insurance, Personal Financial..., Qualified Retirement..., Trust Services, Retirement Plan..., Life Insurance, Public Speaking, Customer Service
Education
College for Financial Planning 2007 — 2008
Accredited Asset Management Specialist, Financial Planning and Services
University of South Carolina-Columbia 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University 1998 — 1999
Althea Mortensen Althea Mortensen's Edward Jones Experience 2004 - 2008
Job Financial Coach, FinancialWellBeing.com, Retirement Consultant TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Martha Beck, Inc. 2013 - Present
Charles Schwab April 2008 - November 2012
Edward Jones 2004 - 2008
Skills
Behavioral Finance, Investment Management, Personal Financial..., Leadership Development, Executive Coaching, Retirement Planning
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Human Resource Sciences
TIAA-CREF March 2014 - Present
Martha Beck, Inc. 2013 - Present
Charles Schwab April 2008 - November 2012
Edward Jones 2004 - 2008
Skills
Behavioral Finance, Investment Management, Personal Financial..., Leadership Development, Executive Coaching, Retirement Planning
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Human Resource Sciences
Timothy Lanier, CFP®, CRPC® Timothy Lanier, CFP®, CRPC®'s Edward Jones Experience January 2009 - June 2010
Job CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor
Industry Investment Management
Experience
VALIC Financial Advisors August 2012 - Present
Merrill Lynch June 2010 - July 2012
Edward Jones January 2009 - June 2010
The Boat King LLC February 2005 - January 2009
CSX Transportation 2002 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Fixed Annuities, Financial Analysis, Uniform Combined State..., College Savings Plans, Risk Assessment, Direct Sales, New Business Development, Account Management, Investment Strategies, Financial Advisory, IRAs, Finance, Retirement, Risk Management, Portfolio Management, Estate Planning, Wealth, Financial Planning
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Economics
Kaplan University
CFP - Certification Education Program
College for Financial Planning
Chartered Retirement Planning Counselor
VALIC Financial Advisors August 2012 - Present
Merrill Lynch June 2010 - July 2012
Edward Jones January 2009 - June 2010
The Boat King LLC February 2005 - January 2009
CSX Transportation 2002 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Fixed Annuities, Financial Analysis, Uniform Combined State..., College Savings Plans, Risk Assessment, Direct Sales, New Business Development, Account Management, Investment Strategies, Financial Advisory, IRAs, Finance, Retirement, Risk Management, Portfolio Management, Estate Planning, Wealth, Financial Planning
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Economics
Kaplan University
CFP - Certification Education Program
College for Financial Planning
Chartered Retirement Planning Counselor
Jon Derby, AAMS® Jon Derby, AAMS®'s Edward Jones Experience April 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2008 - Present
ForTec Companies 2007 - 2008
Ganz 2006 - 2007
Omegawave April 2006 - August 2006
Education
College for Financial Planning 2009 — 2010
AAMS®, Asset Management
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (B.S.), Marketing
North Bend High School 1998 — 2001
Edward Jones April 2008 - Present
ForTec Companies 2007 - 2008
Ganz 2006 - 2007
Omegawave April 2006 - August 2006
Education
College for Financial Planning 2009 — 2010
AAMS®, Asset Management
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (B.S.), Marketing
North Bend High School 1998 — 2001
Mark Snyder, CRPS®'s Edward Jones Experience May 1994 - January 2003
Job Vice President Financial Advisor, The Turnbridge Group @ RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
Tara (Krouse) Carpenter Tara (Krouse) Carpenter's Edward Jones Experience November 2014 - Present
Job Marketing and Advertising Professional | Brand Management | Account Management
Industry Marketing and Advertising
Experience
Edward Jones November 2014 - Present
S. Lombardi & Associates May 2012 - June 2014
The Marlin Company May 2011 - December 2011
Noble August 2008 - March 2011
Bass Pro Shops June 2006 - July 2008
Carter's OshKosh B'gosh November 1999 - April 2004
Skills
Marketing, Advertising, Retail, Social Media Marketing, Marketing Communications, Marketing Strategy, Integrated Marketing, Online Advertising, Social Media, Digital Marketing, Account Management, Multi-Channel Marketing, Organic Marketing, Holistic Marketing, Project Management, Project Delivery, Project Coordination, Ad Campaigns, Quality Control, Creative Campaign..., Campaign Strategy..., Promotional Planning, Client Communication, Client Liaison, Client Presentation, Staff Management
Education
Missouri State University 2004 — 2006
Master of Business Administration Degree (MBA), Marketing
College of the Ozarks 1997 — 2001
Bachelor of Science Degree in Administration of Justice & Psychology
Edward Jones November 2014 - Present
S. Lombardi & Associates May 2012 - June 2014
The Marlin Company May 2011 - December 2011
Noble August 2008 - March 2011
Bass Pro Shops June 2006 - July 2008
Carter's OshKosh B'gosh November 1999 - April 2004
Skills
Marketing, Advertising, Retail, Social Media Marketing, Marketing Communications, Marketing Strategy, Integrated Marketing, Online Advertising, Social Media, Digital Marketing, Account Management, Multi-Channel Marketing, Organic Marketing, Holistic Marketing, Project Management, Project Delivery, Project Coordination, Ad Campaigns, Quality Control, Creative Campaign..., Campaign Strategy..., Promotional Planning, Client Communication, Client Liaison, Client Presentation, Staff Management
Education
Missouri State University 2004 — 2006
Master of Business Administration Degree (MBA), Marketing
College of the Ozarks 1997 — 2001
Bachelor of Science Degree in Administration of Justice & Psychology
Stephanie Duffield's Edward Jones Experience April 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2009 - Present
Whitney Group May 2007 - October 2008
Robert Walters January 2007 - May 2007
Weatherhead East Asian Institute, Columbia University January 2006 - December 2006
BrainStore November 2004 - August 2005
Hiroshima Municipal Board of Education August 2001 - July 2004
Skills
Wealth Management, Retirement, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 63, Securities, Alternative Investments
Education
Columbia University in the City of New York 2005 — 2007
Master's Degree, International Relations and Affairs
University of California, Davis 1999 — 2001
Bachelor's Degree, Communication
College of the Sequoias 1997 — 1999
Edward Jones April 2009 - Present
Whitney Group May 2007 - October 2008
Robert Walters January 2007 - May 2007
Weatherhead East Asian Institute, Columbia University January 2006 - December 2006
BrainStore November 2004 - August 2005
Hiroshima Municipal Board of Education August 2001 - July 2004
Skills
Wealth Management, Retirement, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 63, Securities, Alternative Investments
Education
Columbia University in the City of New York 2005 — 2007
Master's Degree, International Relations and Affairs
University of California, Davis 1999 — 2001
Bachelor's Degree, Communication
College of the Sequoias 1997 — 1999
Matt Schutte Matt Schutte's Edward Jones Experience March 2010 - June 2011
Job Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Financial Advisors, Inc. June 2011 - January 2014
Edward Jones March 2010 - June 2011
Michigan State University, Remote Sensing & GIS Research and Outreach July 2008 - February 2010
Aero-Metric, Inc. October 2006 - June 2008
Aero-Metric, Inc. May 2005 - October 2006
Skills
Finance
Education
College for Financial Planning 2013 — 2015
Certfied Financial Planner (CFP) Education Program
United States Military Academy at West Point 2000 — 2004
B.S. in Geospatial Information Science (GIS), Environmental Engineering
BMO Harris Financial Advisors October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Financial Advisors, Inc. June 2011 - January 2014
Edward Jones March 2010 - June 2011
Michigan State University, Remote Sensing & GIS Research and Outreach July 2008 - February 2010
Aero-Metric, Inc. October 2006 - June 2008
Aero-Metric, Inc. May 2005 - October 2006
Skills
Finance
Education
College for Financial Planning 2013 — 2015
Certfied Financial Planner (CFP) Education Program
United States Military Academy at West Point 2000 — 2004
B.S. in Geospatial Information Science (GIS), Environmental Engineering
Seth Lewis's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers, Asset Management, Equities, Bonds, Fixed Income, Wealth Accumulation, Income Protection, Saving for Education, ETFs, Roth IRA, Life Insurance, Long-term Care, Long Term Care Insurance, Rollovers, Traditional IRA, Simple IRA
Education
Colorado Mesa University
Edward Jones
Skills
Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers, Asset Management, Equities, Bonds, Fixed Income, Wealth Accumulation, Income Protection, Saving for Education, ETFs, Roth IRA, Life Insurance, Long-term Care, Long Term Care Insurance, Rollovers, Traditional IRA, Simple IRA
Education
Colorado Mesa University
Dimitar Mushkov Dimitar Mushkov's Edward Jones Experience July 2009 - July 2011
Job Wealth Management Consultant at GenEx Consulting
Industry Financial Services
Experience
GenEx Consulting May 2015 - Present
Krilogy Financial January 2014 - April 2015
MetLife July 2011 - January 2014
Edward Jones July 2009 - July 2011
ABC Shipping and Delivery September 2004 - April 2009
Desert Freight Services October 2000 - September 2004
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Services, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Retirement, Investment Advisory, Wealth Management..., Long Term Care Insurance, Small Business, Wealth Management, Wealth Management..., Asset Allocation..., Estate Conservation and..., Investments, Insurance, Management, Securities, Life Insurance, Leadership
Education
Washington University in St. Louis 2009 — 2011
MS, Economics
Northwestern California University School of Law
California International University 2003 — 2006
Bachelor of Science, Business Management
College of the Desert 2000 — 2003
AA, Business Administration
GenEx Consulting May 2015 - Present
Krilogy Financial January 2014 - April 2015
MetLife July 2011 - January 2014
Edward Jones July 2009 - July 2011
ABC Shipping and Delivery September 2004 - April 2009
Desert Freight Services October 2000 - September 2004
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Services, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Retirement, Investment Advisory, Wealth Management..., Long Term Care Insurance, Small Business, Wealth Management, Wealth Management..., Asset Allocation..., Estate Conservation and..., Investments, Insurance, Management, Securities, Life Insurance, Leadership
Education
Washington University in St. Louis 2009 — 2011
MS, Economics
Northwestern California University School of Law
California International University 2003 — 2006
Bachelor of Science, Business Management
College of the Desert 2000 — 2003
AA, Business Administration
Jay McGlade Jay McGlade's Edward Jones Experience September 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2004 - Present
KMSA 91.3 January 2001 - May 2003
US Navy August 1996 - August 2000
Skills
Financial Services, Strategic Financial..., Investment Advisory, Investment Management, Stocks, Bonds, Mutual Funds, ETFs, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Certificates of Deposit, Money Market, Cash, Investments, Investment Strategies, Gold, Silver, Retirement Planning, 529 Plans, Roth IRA, College Savings Plans, Securities, Financial Advisory, Long-term Care, Term Life Insurance, Portfolio Management, IRAs, 401k, 401k Rollovers, Asset Allocation, Asset Protection, Estate and Legacy..., Wealth Preservation..., Wealth Protection..., Wealth Transfer
Education
Mesa State College 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fruita Monument High School
Edward Jones September 2004 - Present
KMSA 91.3 January 2001 - May 2003
US Navy August 1996 - August 2000
Skills
Financial Services, Strategic Financial..., Investment Advisory, Investment Management, Stocks, Bonds, Mutual Funds, ETFs, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Certificates of Deposit, Money Market, Cash, Investments, Investment Strategies, Gold, Silver, Retirement Planning, 529 Plans, Roth IRA, College Savings Plans, Securities, Financial Advisory, Long-term Care, Term Life Insurance, Portfolio Management, IRAs, 401k, 401k Rollovers, Asset Allocation, Asset Protection, Estate and Legacy..., Wealth Preservation..., Wealth Protection..., Wealth Transfer
Education
Mesa State College 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fruita Monument High School
Furuiye Elizabeth Furuiye Elizabeth's Edward Jones Experience October 1999 - September 2003
Job Research Associate at Colorado State University
Industry Higher Education
Experience
Colorado State University May 2011 - Present
Zenergy at Thunderspring LLC June 2004 - May 2008
Edward Jones October 1999 - September 2003
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Higher Education, Qualitative Research, Student Development, Customer Service, Student Affairs, Teaching, Strategic Planning, Community Outreach, Nonprofits, Agriculture, Fundraising, Staff Development, Program Development
Education
Colorado State University 2012 — 2014
Master's degree, Violin Performance
Colorado State University 1994 — 1999
Bachelor's degree, Music Teacher Education
Colorado State University May 2011 - Present
Zenergy at Thunderspring LLC June 2004 - May 2008
Edward Jones October 1999 - September 2003
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Higher Education, Qualitative Research, Student Development, Customer Service, Student Affairs, Teaching, Strategic Planning, Community Outreach, Nonprofits, Agriculture, Fundraising, Staff Development, Program Development
Education
Colorado State University 2012 — 2014
Master's degree, Violin Performance
Colorado State University 1994 — 1999
Bachelor's degree, Music Teacher Education
Nadynne Lynne (Herrmann-Mann) Moore Nadynne Lynne (Herrmann-Mann) Moore's Edward Jones Experience September 2009 - February 2015
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Edward Jones September 2009 - February 2015
Wells Fargo Investments April 2009 - September 2009
Wells Fargo Bank October 2007 - September 2009
Sierra Microwave Technology January 2007 - October 2007
AFLAC Insurance January 2006 - October 2007
VWR International, Inc. June 2005 - November 2005
VWR International, Inc. June 2002 - 2005
Alameda Chemical and Scientific, Inc. 1998 - 2002
Pacific Pac International June 1995 - 1998
Skills
Insurance, Finance, Retirement Planning, Investments, Leadership, Sales, Mutual Funds, Series 7, Fixed Annuities, Investment Strategies, Sales Management, IRAs, Retirement, Team Building, New Business Development, Financial Advisory, Small Business, Strategic Planning, Financial Services, Pensions, Financial Analysis, Investment Advisory, Estate Consideration, Asset Allocation..., Asset Protection..., Wealth Protection..., Income Protection...
Education
College for Financial Planning
AAMS - Accredited Asset Management Specialist
Mission College, Santa Clara 1985 — 1996
Marketing, Marketing & Economics
West Valley College 1980 — 1983
General Education
Pioneer High School 1976 — 1979
Graduated
John Muir Junior High, San Jose 1973 — 1975
Wells Fargo Advisors, LLC February 2015 - Present
Edward Jones September 2009 - February 2015
Wells Fargo Investments April 2009 - September 2009
Wells Fargo Bank October 2007 - September 2009
Sierra Microwave Technology January 2007 - October 2007
AFLAC Insurance January 2006 - October 2007
VWR International, Inc. June 2005 - November 2005
VWR International, Inc. June 2002 - 2005
Alameda Chemical and Scientific, Inc. 1998 - 2002
Pacific Pac International June 1995 - 1998
Skills
Insurance, Finance, Retirement Planning, Investments, Leadership, Sales, Mutual Funds, Series 7, Fixed Annuities, Investment Strategies, Sales Management, IRAs, Retirement, Team Building, New Business Development, Financial Advisory, Small Business, Strategic Planning, Financial Services, Pensions, Financial Analysis, Investment Advisory, Estate Consideration, Asset Allocation..., Asset Protection..., Wealth Protection..., Income Protection...
Education
College for Financial Planning
AAMS - Accredited Asset Management Specialist
Mission College, Santa Clara 1985 — 1996
Marketing, Marketing & Economics
West Valley College 1980 — 1983
General Education
Pioneer High School 1976 — 1979
Graduated
John Muir Junior High, San Jose 1973 — 1975
Paul Sterzinger - CFP® CLU® AAMS® Paul Sterzinger - CFP® CLU® AAMS®'s Edward Jones Experience June 2012 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2012 - Present
SunTrust Bank February 2005 - June 2012
Primerica & Century 21 March 2000 - November 2001
Menard's Home Improvement November 1996 - March 2000
Skills
Finance, Loans, Training, Insurance, Recruiting, Portfolio Management, Branch Banking, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Banking, Credit, Wealth Management, Financial Analysis, Financial Services, Mortgage Lending, Financial Advisory, Commercial Lending, Credit Analysis, Consumer Lending, Series 7, Asset Allocation, Retirement
Education
Regis University 2007 — 2011
MBA, Accounting and Finance
University of Wisconsin - LaCrosse 1991 — 1996
Bachelor of Science, Accounting
College for Financial Planning
Merrill High School
Edward Jones June 2012 - Present
SunTrust Bank February 2005 - June 2012
Primerica & Century 21 March 2000 - November 2001
Menard's Home Improvement November 1996 - March 2000
Skills
Finance, Loans, Training, Insurance, Recruiting, Portfolio Management, Branch Banking, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Banking, Credit, Wealth Management, Financial Analysis, Financial Services, Mortgage Lending, Financial Advisory, Commercial Lending, Credit Analysis, Consumer Lending, Series 7, Asset Allocation, Retirement
Education
Regis University 2007 — 2011
MBA, Accounting and Finance
University of Wisconsin - LaCrosse 1991 — 1996
Bachelor of Science, Accounting
College for Financial Planning
Merrill High School
Mark Bare Mark Bare's Edward Jones Experience July 2007 - March 2008
Job Financial Advisor, CFP®, CRPC® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Edward Jones July 2007 - March 2008
Equity Services, Inc. May 2005 - June 2007
Skills
Investments, Retirement Planning, Wealth-Preservation..., Tax-Efficient Strategies, Securities, Investment Strategies, Financial Advisory, 401(k) Rollovers, Financial Analysis, Asset Allocation, Multigenerational..., Business Owner Planning, Concentrated Stock..., Estate Investment..., Fixed-Income Strategies, Investment Planning, Risk Management, Strategic Planning, Stock Analysis, Financial Services
Education
North Carolina State University 2011 — 2012
Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
North Carolina State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors April 2008 - Present
Edward Jones July 2007 - March 2008
Equity Services, Inc. May 2005 - June 2007
Skills
Investments, Retirement Planning, Wealth-Preservation..., Tax-Efficient Strategies, Securities, Investment Strategies, Financial Advisory, 401(k) Rollovers, Financial Analysis, Asset Allocation, Multigenerational..., Business Owner Planning, Concentrated Stock..., Estate Investment..., Fixed-Income Strategies, Investment Planning, Risk Management, Strategic Planning, Stock Analysis, Financial Services
Education
North Carolina State University 2011 — 2012
Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
North Carolina State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
James Cox James Cox's Edward Jones Experience January 2014 - May 2014
Job HCM Measurement Business Partner at MGM Resorts International
Industry Human Resources
Experience
MGM Resorts International January 2015 - Present
University of Missouri - St. Louis August 2012 - July 2014
Edward Jones January 2014 - May 2014
University of Missouri - St. Louis August 2012 - May 2014
UNLV March 2011 - April 2012
Blockbuster October 2010 - March 2011
Station Casinos August 2009 - May 2010
Nightmoves Advertising, Inc. April 2008 - July 2009
IVS Consultants January 2003 - April 2008
Cox Video January 2003 - March 2008
Skills
Workday, Report Writer, Human Capital, Human Capital Management, Hospitality Management, Hospitality Industry, Decision Sciences, Social Network Analysis, SPSS, Organizational..., Statistics, Customer Service, Employee Relations, Coaching, Performance Management, Hospitality, Budgets, Qualitative Research, Quantitative Research, Training, Team Building, SAS, AMOS, Data Analysis, Leadership, Business Development, Research, Psychology, Management, Event Management, Resorts, Marketing Strategy, UCINET, Leadership Development, Survey Design, Analysis, Staff Development, Strategic Planning, Hiring, Casino, Gaming, Gaming Industry, Interviewing, Excel, Word, Emotional Labor, Employee Training, Human Resources, Business Analytics, Advanced Workday...
Education
University of Nevada-Las Vegas 2015 — 2016
Master’s Degree, Hospitality Administration/Management
University of Missouri-Saint Louis 2012 — 2014
Master's Degree, Industrial and Organizational Psychology
University of Nevada-Las Vegas 2011 — 2012
Bachelor of Arts (B.A.), Psychology
College of Southern Nevada 2010 — 2011
Psychology
Sioux Central HS 1990 — 1994
MGM Resorts International January 2015 - Present
University of Missouri - St. Louis August 2012 - July 2014
Edward Jones January 2014 - May 2014
University of Missouri - St. Louis August 2012 - May 2014
UNLV March 2011 - April 2012
Blockbuster October 2010 - March 2011
Station Casinos August 2009 - May 2010
Nightmoves Advertising, Inc. April 2008 - July 2009
IVS Consultants January 2003 - April 2008
Cox Video January 2003 - March 2008
Skills
Workday, Report Writer, Human Capital, Human Capital Management, Hospitality Management, Hospitality Industry, Decision Sciences, Social Network Analysis, SPSS, Organizational..., Statistics, Customer Service, Employee Relations, Coaching, Performance Management, Hospitality, Budgets, Qualitative Research, Quantitative Research, Training, Team Building, SAS, AMOS, Data Analysis, Leadership, Business Development, Research, Psychology, Management, Event Management, Resorts, Marketing Strategy, UCINET, Leadership Development, Survey Design, Analysis, Staff Development, Strategic Planning, Hiring, Casino, Gaming, Gaming Industry, Interviewing, Excel, Word, Emotional Labor, Employee Training, Human Resources, Business Analytics, Advanced Workday...
Education
University of Nevada-Las Vegas 2015 — 2016
Master’s Degree, Hospitality Administration/Management
University of Missouri-Saint Louis 2012 — 2014
Master's Degree, Industrial and Organizational Psychology
University of Nevada-Las Vegas 2011 — 2012
Bachelor of Arts (B.A.), Psychology
College of Southern Nevada 2010 — 2011
Psychology
Sioux Central HS 1990 — 1994
Matt Ridenhour's Edward Jones Experience July 2007 - March 2008
Job Client Wealth Manager at Armstrong Wealth Management Group
Industry Financial Services
Experience
Armstrong Wealth Management Group April 2008 - Present
Edward Jones July 2007 - March 2008
Skills
Asset Managment, Asset Protection, Asset Allocation, Wealth Management, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Advisory, High Net Worth..., Independent Financial..., Long Term Care Insurance, Retirement Planning, Qualified Retirement..., IRAs, 401k, 401k Rollovers, Investments, SEP IRA, Simple IRA, Trusts
Education
Mississippi State University 2006 — 2006
MBA, Business Administration
Mississippi State University 2001 — 2005
Bachelor, Marketing
College for Financial Planning 2009 — 2012
CFP®, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2009 — 2009
CRPS®, Chartered Retirement Plans Specialist (SM)
Armstrong Wealth Management Group April 2008 - Present
Edward Jones July 2007 - March 2008
Skills
Asset Managment, Asset Protection, Asset Allocation, Wealth Management, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Advisory, High Net Worth..., Independent Financial..., Long Term Care Insurance, Retirement Planning, Qualified Retirement..., IRAs, 401k, 401k Rollovers, Investments, SEP IRA, Simple IRA, Trusts
Education
Mississippi State University 2006 — 2006
MBA, Business Administration
Mississippi State University 2001 — 2005
Bachelor, Marketing
College for Financial Planning 2009 — 2012
CFP®, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2009 — 2009
CRPS®, Chartered Retirement Plans Specialist (SM)
Mike Stanton, CFP®'s Edward Jones Experience July 1999 - September 2001
Job Managing Director at Alpine Private Capital/Alpine Investment Management LLC
Industry Investment Management
Experience
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Joel Arsenault, AAMS Joel Arsenault, AAMS's Edward Jones Experience April 2008 - May 2012
Job Wealth Management Advisor at The Foundry Financial Group
Industry Investment Management
Experience
The Foundry Financial Group March 2013 - Present
Lakes Region Community College January 2013 - May 2013
LPL Financial May 2012 - March 2013
Winni Playhouse 2012 - 2013
Edward Jones April 2008 - May 2012
Education
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist, Financial Planning and Services
University of Phoenix 2003 — 2004
M.Ed, Adult Education and Distance Learning
University of Maine at Orono 1995 — 1999
B.S. Education, Secondary English Education
Leadership Lakes Region
The Foundry Financial Group March 2013 - Present
Lakes Region Community College January 2013 - May 2013
LPL Financial May 2012 - March 2013
Winni Playhouse 2012 - 2013
Edward Jones April 2008 - May 2012
Education
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist, Financial Planning and Services
University of Phoenix 2003 — 2004
M.Ed, Adult Education and Distance Learning
University of Maine at Orono 1995 — 1999
B.S. Education, Secondary English Education
Leadership Lakes Region
Joe Curran Joe Curran's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Skills
Customer Service, Market Research, Research, Public Speaking, PowerPoint
Education
College of the Holy Cross 2008 — 2012
Bachelor's degree, Economics
Edward Jones February 2013 - Present
Skills
Customer Service, Market Research, Research, Public Speaking, PowerPoint
Education
College of the Holy Cross 2008 — 2012
Bachelor's degree, Economics
Cody Bartlett's Edward Jones Experience July 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Skills
Retirement Planning, Asset Allocation, Saving for Education, Life Insurance, Long Term Care Insurance, Investments, Stocks, Bonds, Mutual Funds, 401k Rollovers, Variable Annuities
Education
Colorado State University 2005 — 2009
Bachelor of Science (B.S.), Agricultural Business
Edward Jones July 2009 - Present
Skills
Retirement Planning, Asset Allocation, Saving for Education, Life Insurance, Long Term Care Insurance, Investments, Stocks, Bonds, Mutual Funds, 401k Rollovers, Variable Annuities
Education
Colorado State University 2005 — 2009
Bachelor of Science (B.S.), Agricultural Business
Scott Olson, AAMS Scott Olson, AAMS's Edward Jones Experience November 2006 - January 2011
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2011 - Present
Edward Jones November 2006 - January 2011
United States Chamber of Commerce March 2004 - November 2006
North Star Imaging July 2000 - 2003
United States Army National Guard November 1981 - November 2001
Education
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist, Financial Planning and Services
Ridgewater College 1990 — 1992
Technical, Non-Destructive Testing Technology
Upstream Investment Partners, LLC January 2011 - Present
Edward Jones November 2006 - January 2011
United States Chamber of Commerce March 2004 - November 2006
North Star Imaging July 2000 - 2003
United States Army National Guard November 1981 - November 2001
Education
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist, Financial Planning and Services
Ridgewater College 1990 — 1992
Technical, Non-Destructive Testing Technology
Chip Wilkison's Edward Jones Experience June 2007 - August 2007
Job Realtor, Neal Clayton Realtors
Industry Real Estate
Experience
Self-employed September 2012 - Present
Edward Jones June 2007 - August 2007
Skills
Social Media, Organization, Social Skills, Real Estate, Corporate Communications, Real Estate Transactions, Real Estate License, Decoration, Succession Planning, Event Planning, Property, Real Estate Economics, National Association of..., Residential Homes, Customer Service
Education
College of Charleston 2008 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Self-employed September 2012 - Present
Edward Jones June 2007 - August 2007
Skills
Social Media, Organization, Social Skills, Real Estate, Corporate Communications, Real Estate Transactions, Real Estate License, Decoration, Succession Planning, Event Planning, Property, Real Estate Economics, National Association of..., Residential Homes, Customer Service
Education
College of Charleston 2008 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Jason Hubersberger Jason Hubersberger's Edward Jones Experience June 2014 - Present
Job Senior Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
OppenheimerFunds May 2011 - May 2014
OppenheimerFunds May 2007 - May 2011
OppenheimerFunds July 2005 - May 2007
Invesco Ltd. 2003 - 2005
Invesco Ltd. 1998 - 2003
Skills
Change Leadership, Leadership Development, Mutual Funds, Relationship Management, Financial Services, Process Improvement, 401k, Vendor Management, Business Analysis, Strategic Planning, Team Management, Management, Leadership, Operations Management, Performance Management, Change Management, Project Management, Team Leadership, New Business Development, Budgets, Risk Management, CRM, Series 6
Education
Colorado State University - MBA 2008 — 2010
MBA, Business Administration and Management, General
Colorado State University 1988 — 1992
BS, Business Marketing
Edward Jones June 2014 - Present
OppenheimerFunds May 2011 - May 2014
OppenheimerFunds May 2007 - May 2011
OppenheimerFunds July 2005 - May 2007
Invesco Ltd. 2003 - 2005
Invesco Ltd. 1998 - 2003
Skills
Change Leadership, Leadership Development, Mutual Funds, Relationship Management, Financial Services, Process Improvement, 401k, Vendor Management, Business Analysis, Strategic Planning, Team Management, Management, Leadership, Operations Management, Performance Management, Change Management, Project Management, Team Leadership, New Business Development, Budgets, Risk Management, CRM, Series 6
Education
Colorado State University - MBA 2008 — 2010
MBA, Business Administration and Management, General
Colorado State University 1988 — 1992
BS, Business Marketing
Christine Dellwo Christine Dellwo's Edward Jones Experience September 2011 - March 2014
Job Customer Service / Business Office Specialist at South West Publishing / Big Fish Digital
Industry Entertainment
Experience
South West Publishing / Big Fish Digital March 2014 - Present
Edward Jones September 2011 - March 2014
National Speakers Association - MN June 2011 - June 2013
Mystic Lake Casino Hotel August 2009 - November 2010
Mystic Lake Casino Hotel July 2008 - August 2009
Mystic Lake Casino Hotel March 2002 - August 2008
Skills
Casino, Gambling, Gaming Industry, Hospitality, Hospitality Management, Email Marketing, Process Scheduler, Event Management, Employee Training, Event Planning, Budgets, Customer Service, Direct Mail, Marketing, Social Networking, Inventory Management, Social Media, Training, Marketing Management, Public Relations
Education
College of Saint Benedict
BA, Liberal Studies, Military Science
South West Publishing / Big Fish Digital March 2014 - Present
Edward Jones September 2011 - March 2014
National Speakers Association - MN June 2011 - June 2013
Mystic Lake Casino Hotel August 2009 - November 2010
Mystic Lake Casino Hotel July 2008 - August 2009
Mystic Lake Casino Hotel March 2002 - August 2008
Skills
Casino, Gambling, Gaming Industry, Hospitality, Hospitality Management, Email Marketing, Process Scheduler, Event Management, Employee Training, Event Planning, Budgets, Customer Service, Direct Mail, Marketing, Social Networking, Inventory Management, Social Media, Training, Marketing Management, Public Relations
Education
College of Saint Benedict
BA, Liberal Studies, Military Science
Kristen Parker Kristen Parker's Edward Jones Experience July 2003 - November 2003
Job Director Eastern Regional Sales at Austin Convention & Visitors Bureau
Industry Hospitality
Experience
Austin Convention & Visitors Bureau February 2011 - Present
St. Louis Union Station Marriott September 2009 - March 2011
Renaissance Austin Hotel February 2004 - July 2009
Edward Jones July 2003 - November 2003
Wyndham Orlando Resort January 2002 - April 2003
Sheraton Barcelo Hotel May 2001 - January 2002
Wyndham City Center Hotel January 2000 - May 2001
Wyndham City Center Hotel April 1998 - January 2000
Skills
Contract Negotiation
Education
College of the Holy Cross 1988 — 1992
BA, Sociology
Austin Convention & Visitors Bureau February 2011 - Present
St. Louis Union Station Marriott September 2009 - March 2011
Renaissance Austin Hotel February 2004 - July 2009
Edward Jones July 2003 - November 2003
Wyndham Orlando Resort January 2002 - April 2003
Sheraton Barcelo Hotel May 2001 - January 2002
Wyndham City Center Hotel January 2000 - May 2001
Wyndham City Center Hotel April 1998 - January 2000
Skills
Contract Negotiation
Education
College of the Holy Cross 1988 — 1992
BA, Sociology
Rob Cortez AAMS® CRPC® Rob Cortez AAMS® CRPC®'s Edward Jones Experience January 2007 - May 2009
Job Financial Advisor at USAA
Industry Investment Management
Experience
USAA September 2010 - Present
New England Financial February 2010 - July 2010
Edward Jones January 2007 - May 2009
Skills
Series 7, Retirement Planning, College Savings Plans, IRAs, Roth IRA, Wealth Accumulation, Series 65, Variable Products, Investment Advisory, Wealth Management, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Fixed Annuities, Series 63, Financial Planners, Wealth, 401k, Trust Services
Education
Rice University 2012 — 2013
CFP® Program
College for Financial Planning 2011 — 2013
AAMS® CRPC®
University of Houston
BS
USAA September 2010 - Present
New England Financial February 2010 - July 2010
Edward Jones January 2007 - May 2009
Skills
Series 7, Retirement Planning, College Savings Plans, IRAs, Roth IRA, Wealth Accumulation, Series 65, Variable Products, Investment Advisory, Wealth Management, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Fixed Annuities, Series 63, Financial Planners, Wealth, 401k, Trust Services
Education
Rice University 2012 — 2013
CFP® Program
College for Financial Planning 2011 — 2013
AAMS® CRPC®
University of Houston
BS
Sam Madaris, CFP®'s Edward Jones Experience January 2008 - December 2011
Job Madaris Investment Group
Industry Financial Services
Experience
LPL Financial - Madaris Investment Group December 2011 - Present
Edward Jones January 2008 - December 2011
McKesson 2004 - 2006
CTS Companies 2003 - 2003
Lucent Technologies 2001 - 2003
Inacom 1999 - 2000
IKON Office Solutions 1999 - 2000
Vanstar 1995 - 1999
GeorgiaNet Authority 1993 - 1995
Education
College for Financial Planning 2011 — 2013
CERTIFIED FINANCIAL PLANNER PROFESSIONAL DEVELOPMENT PROGRAM
The George Washington University 1997 — 1997
Masters, Project Management
Georgia State University - J. Mack Robinson College of Business 1990 — 1992
MBA, Finance
LaGrange College 1984 — 1987
Bachelor of Arts, Business Admin & Computer Science
Eastside Elementary
Eastside Elementary
Eastside Elementary
Eastside Elementary
Eastside Elementary
Eastside Elementary
LPL Financial - Madaris Investment Group December 2011 - Present
Edward Jones January 2008 - December 2011
McKesson 2004 - 2006
CTS Companies 2003 - 2003
Lucent Technologies 2001 - 2003
Inacom 1999 - 2000
IKON Office Solutions 1999 - 2000
Vanstar 1995 - 1999
GeorgiaNet Authority 1993 - 1995
Education
College for Financial Planning 2011 — 2013
CERTIFIED FINANCIAL PLANNER PROFESSIONAL DEVELOPMENT PROGRAM
The George Washington University 1997 — 1997
Masters, Project Management
Georgia State University - J. Mack Robinson College of Business 1990 — 1992
MBA, Finance
LaGrange College 1984 — 1987
Bachelor of Arts, Business Admin & Computer Science
Eastside Elementary
Eastside Elementary
Eastside Elementary
Eastside Elementary
Eastside Elementary
Eastside Elementary
Joshua Pruitt, AAMS Joshua Pruitt, AAMS's Edward Jones Experience May 2006 - October 2007
Job Financial Specialist at Bank of America
Industry Financial Services
Experience
Bank of America August 2008 - Present
E*TRADE Financial October 2007 - July 2008
Edward Jones May 2006 - October 2007
Education
College for Financial Planning 2008 — 2008
AAMS, Financial Planning
Bank of America August 2008 - Present
E*TRADE Financial October 2007 - July 2008
Edward Jones May 2006 - October 2007
Education
College for Financial Planning 2008 — 2008
AAMS, Financial Planning
Jeffrey Bobrowicz's Edward Jones Experience April 1982 - April 1994
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2006 - Present
Morgan Stanley April 2000 - April 2006
Merrill Lynch April 1994 - April 2000
Edward Jones April 1982 - April 1994
Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income
Education
Colorado State University 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General
HL Richards High School 1972 — 1976
Wells Fargo Advisors, LLC April 2006 - Present
Morgan Stanley April 2000 - April 2006
Merrill Lynch April 1994 - April 2000
Edward Jones April 1982 - April 1994
Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income
Education
Colorado State University 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General
HL Richards High School 1972 — 1976
Blake Packard Blake Packard's Edward Jones Experience August 2013 - October 2013
Job Front End Loader Operator at Pioneer Sand Company Inc
Industry Accounting
Experience
Pioneer Sand Company Inc April 2014 - Present
Edward Jones August 2013 - October 2013
Sam's Club June 2011 - August 2013
Boston Market May 2009 - May 2011
The Home Depot May 2008 - May 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Social Networking, Advertising, Research, Public Speaking, Social Media Marketing, Photoshop, Project Management, Blogging, InDesign, Editing, Creative Writing, Illustrator, Graphic Design, Bookkeeping, Management, Microsoft Excel, Leadership, Training, Teaching, Customer Satisfaction
Education
Colorado State University 2008 — 2012
Bachelors of Arts, Ecomonics, Business, and Accounting, 2.4 GPA
Pioneer Sand Company Inc April 2014 - Present
Edward Jones August 2013 - October 2013
Sam's Club June 2011 - August 2013
Boston Market May 2009 - May 2011
The Home Depot May 2008 - May 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Social Networking, Advertising, Research, Public Speaking, Social Media Marketing, Photoshop, Project Management, Blogging, InDesign, Editing, Creative Writing, Illustrator, Graphic Design, Bookkeeping, Management, Microsoft Excel, Leadership, Training, Teaching, Customer Satisfaction
Education
Colorado State University 2008 — 2012
Bachelors of Arts, Ecomonics, Business, and Accounting, 2.4 GPA
Heidi Wilkosz Heidi Wilkosz's Edward Jones Experience December 2012 - Present
Job Resourceful, Dedicated Administrative Assistant
Industry Executive Office
Experience
Edward Jones December 2012 - Present
Calvary Church March 2001 - September 2011
various -- Office Team, B. Loehr, Kelly January 2000 - February 2001
Appraisal Office Group January 1993 - March 1999
Skills
Microsoft Office 2007, ACS Technologies, Accounting
Education
College of Lake County 1975 — 1976
Brownstown High School, IL 1970 — 1974
dipoloma, Secretarial Science
Edward Jones December 2012 - Present
Calvary Church March 2001 - September 2011
various -- Office Team, B. Loehr, Kelly January 2000 - February 2001
Appraisal Office Group January 1993 - March 1999
Skills
Microsoft Office 2007, ACS Technologies, Accounting
Education
College of Lake County 1975 — 1976
Brownstown High School, IL 1970 — 1974
dipoloma, Secretarial Science
Matthew Smith, AAMS Matthew Smith, AAMS's Edward Jones Experience 2006 - 2011
Job Branch Director & Financial Planner at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC January 2014 - Present
Upstream Investment Partners, LLC 2011 - Present
Edward Jones 2006 - 2011
Skills
Estate Planning, Wealth, Retirement, Investments, Securities, Mutual Funds, FINRA, IRAs, Asset Allocation, Investment Advisory, Investment Strategies, Insurance, Personal Finance, Life Insurance, Wealth Management, Strategic Financial..., Retirement Planning, Fixed Annuities, Finance, Long-term Care, 401k, Series 7, 401k Rollovers, Tax, High Net Worth..., Wealth Accumulation, Pensions, Portfolio Management, Financial Planners, Asset Management, Term Life Insurance, Series 24, Wealth Management..., Saving for Education, Alternative Investments, Series 65, Financial Advisory, Disability Insurance, College Savings Plans, 529 Plans, Series 63, Income Protection, 403 b, Roth IRA, Financial Planning
Education
College for Financial Planning
AAMS, Financial Planning
Texas State University-San Marcos
BBA
UPSTREAM Investment Partners, LLC January 2014 - Present
Upstream Investment Partners, LLC 2011 - Present
Edward Jones 2006 - 2011
Skills
Estate Planning, Wealth, Retirement, Investments, Securities, Mutual Funds, FINRA, IRAs, Asset Allocation, Investment Advisory, Investment Strategies, Insurance, Personal Finance, Life Insurance, Wealth Management, Strategic Financial..., Retirement Planning, Fixed Annuities, Finance, Long-term Care, 401k, Series 7, 401k Rollovers, Tax, High Net Worth..., Wealth Accumulation, Pensions, Portfolio Management, Financial Planners, Asset Management, Term Life Insurance, Series 24, Wealth Management..., Saving for Education, Alternative Investments, Series 65, Financial Advisory, Disability Insurance, College Savings Plans, 529 Plans, Series 63, Income Protection, 403 b, Roth IRA, Financial Planning
Education
College for Financial Planning
AAMS, Financial Planning
Texas State University-San Marcos
BBA
Sean Sunderlage, CFP®, ChFC, CLU, CRPC Sean Sunderlage, CFP®, ChFC, CLU, CRPC's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Judy Rivera Judy Rivera's Edward Jones Experience June 2010 - Present
Job Admin/Customer Service
Industry Executive Office
Experience
Edward Jones June 2010 - Present
Exel Transportation December 2009 - August 2010
ABT Executive Suites December 2009 - July 2010
U.S. Census Bureau May 2010 - June 2010
Collin County Community College March 2009 - May 2009
ABT Executive Suites December 2007 - April 2008
TAC Worldwide February 2007 - July 2007
City of Plano August 2004 - June 2005
Nortel Networks September 1998 - March 2001
BNR/Nortel Networks November 1989 - August 1998
Skills
Outlook, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Team Building, Microsoft Office, Project Planning, Accounts Receivable, Access, Sales, Human Resources, Call Centers, Customer Satisfaction, Software Documentation, Budgets, Problem Solving, Management, Accounts Payable, Program Management, Operations Management, Project Management, Team Leadership, Process Improvement, PowerPoint, Recruiting, Invoicing, Process Scheduler, Training, Negotiation, Strategic Planning, Payroll, Teamwork, Accounting, Time Management, Event Planning, Troubleshooting, PeopleSoft, Account Management, Inventory Management, Research, Vendor Management, Employee Relations, Databases, Analysis, Forecasting
Education
Collin County Community College 1997 — 1997
Edward Jones June 2010 - Present
Exel Transportation December 2009 - August 2010
ABT Executive Suites December 2009 - July 2010
U.S. Census Bureau May 2010 - June 2010
Collin County Community College March 2009 - May 2009
ABT Executive Suites December 2007 - April 2008
TAC Worldwide February 2007 - July 2007
City of Plano August 2004 - June 2005
Nortel Networks September 1998 - March 2001
BNR/Nortel Networks November 1989 - August 1998
Skills
Outlook, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Team Building, Microsoft Office, Project Planning, Accounts Receivable, Access, Sales, Human Resources, Call Centers, Customer Satisfaction, Software Documentation, Budgets, Problem Solving, Management, Accounts Payable, Program Management, Operations Management, Project Management, Team Leadership, Process Improvement, PowerPoint, Recruiting, Invoicing, Process Scheduler, Training, Negotiation, Strategic Planning, Payroll, Teamwork, Accounting, Time Management, Event Planning, Troubleshooting, PeopleSoft, Account Management, Inventory Management, Research, Vendor Management, Employee Relations, Databases, Analysis, Forecasting
Education
Collin County Community College 1997 — 1997
Wendy (Wyatt) Buchanan, AAMS®, AWMA® Wendy (Wyatt) Buchanan, AAMS®, AWMA®'s Edward Jones Experience May 1988 - August 2008
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors August 2008 - March 2013
Edward Jones May 1988 - August 2008
Skills
Investments, Retirement Planning, Insurance, Asset Allocation, Mutual Funds, Investment Strategies, Public Speaking, Retirement, Securities, Risk Management, Financial Analysis, Mortgage Lending, Sales Management, Sales, Strategic Financial..., Estate Planning, Alternative Investments, Financial Advisory, Management, IRAs, 401k, Fixed Annuities, Equities, 401k Rollovers, Portfolio Analysis
Education
College for Financial Planning 2011 — 2012
AWMA Certification, Accredited Wealth Management Advisor
College for Financial Planning 2000 — 2001
AAMS Certification, Accredited Asset Management Specialist
Stephen F. Austin State University 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Nacogdoches High School 1978 — 1981
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors August 2008 - March 2013
Edward Jones May 1988 - August 2008
Skills
Investments, Retirement Planning, Insurance, Asset Allocation, Mutual Funds, Investment Strategies, Public Speaking, Retirement, Securities, Risk Management, Financial Analysis, Mortgage Lending, Sales Management, Sales, Strategic Financial..., Estate Planning, Alternative Investments, Financial Advisory, Management, IRAs, 401k, Fixed Annuities, Equities, 401k Rollovers, Portfolio Analysis
Education
College for Financial Planning 2011 — 2012
AWMA Certification, Accredited Wealth Management Advisor
College for Financial Planning 2000 — 2001
AAMS Certification, Accredited Asset Management Specialist
Stephen F. Austin State University 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Nacogdoches High School 1978 — 1981
John R. Cocozza John R. Cocozza's Edward Jones Experience December 2003 - October 2009
Job Director, Commercial Finance at L'Oréal
Industry Financial Services
Experience
L'Oréal April 2015 - Present
L'Oréal February 2013 - April 2015
L'Oréal November 2010 - February 2013
The Wild Goose Publick House May 2009 - August 2011
Edward Jones December 2003 - October 2009
Maloney's Pub May 2008 - June 2009
Bear Stearns October 2001 - October 2003
Bear Stearns May 2000 - October 2001
Marvel Entertainment 1992 - 1994
Skills
Leadership, Entrepreneurship, Financial Analysis, Craft Beer, Cross-functional Team..., Management, Sales, Training, Investments, Finance, Strategic Financial..., Process Improvement, Public Speaking, Strategic Leadership, Creative Direction, Forecasting, Asset Allocation, Accounting, Financial Reporting, Analysis, Time Management, Comic Books, TPM, E-commerce, Microsoft Excel, Entertainment, Sales Management, Microsoft Office, Retail, Program Management, Real Estate, Logistics, Financial Planning
Education
William E. Simon School of Business
Master of Business Administration (MBA), Finance and International Management
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science (M.S.), Finance
College for Financial Planning 2006 — 2007
AAMS, Asset Management
Saint John's University - Peter J. Tobin College of Business
B.S. Management, Accounting
HCHS 1987 — 1991
International Baccalaureate Diploma, Academic Honors
L'Oréal April 2015 - Present
L'Oréal February 2013 - April 2015
L'Oréal November 2010 - February 2013
The Wild Goose Publick House May 2009 - August 2011
Edward Jones December 2003 - October 2009
Maloney's Pub May 2008 - June 2009
Bear Stearns October 2001 - October 2003
Bear Stearns May 2000 - October 2001
Marvel Entertainment 1992 - 1994
Skills
Leadership, Entrepreneurship, Financial Analysis, Craft Beer, Cross-functional Team..., Management, Sales, Training, Investments, Finance, Strategic Financial..., Process Improvement, Public Speaking, Strategic Leadership, Creative Direction, Forecasting, Asset Allocation, Accounting, Financial Reporting, Analysis, Time Management, Comic Books, TPM, E-commerce, Microsoft Excel, Entertainment, Sales Management, Microsoft Office, Retail, Program Management, Real Estate, Logistics, Financial Planning
Education
William E. Simon School of Business
Master of Business Administration (MBA), Finance and International Management
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science (M.S.), Finance
College for Financial Planning 2006 — 2007
AAMS, Asset Management
Saint John's University - Peter J. Tobin College of Business
B.S. Management, Accounting
HCHS 1987 — 1991
International Baccalaureate Diploma, Academic Honors
Paul Caspersen CFP®,MS Paul Caspersen CFP®,MS's Edward Jones Experience May 2001 - May 2004
Job Exec. Director in the Office of Gift Planning at University of Florida Foundation, Inc.
Industry Financial Services
Experience
University of Florida March 2013 - Present
Paul Caspersen & Associates, LLC March 2009 - Present
Iowa State University Foundation March 2009 - March 2013
TIAA-CREF August 2005 - March 2009
Wells Fargo Investments May 2004 - July 2005
Edward Jones May 2001 - May 2004
Van Kampen Investments 1998 - 2001
Olde Discount Corp 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Planned Giving, Wealth Management, Public Speaking, Nonprofits, Financial Planning, Philanthropy, Wealth, Retirement, Leadership, Finance, Strategy, Charitable Trusts, Employee Benefits, Tax, Asset Management, 401k, Investment Management, Tax Preparation, Management, Fundraising, Program Management, Asset Allocation, Financial Services, Retirement Planning, Personal Finance, Mutual Funds, Investment Strategies, Charitable Gift..., Financial Planners, Training, Consulting, Series 7, Personal Financial..., Investments, Small Business, Portfolio Management, Investment Advisory, Insurance, Securities, Consultancy, Real Estate
Education
College for Financial Planning 2006 — 2009
Master of Science (MS), Personal Financial Planning, cum laude
University of Northern Iowa 1994 — 1997
BA, Communication Studies
University of Florida March 2013 - Present
Paul Caspersen & Associates, LLC March 2009 - Present
Iowa State University Foundation March 2009 - March 2013
TIAA-CREF August 2005 - March 2009
Wells Fargo Investments May 2004 - July 2005
Edward Jones May 2001 - May 2004
Van Kampen Investments 1998 - 2001
Olde Discount Corp 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Planned Giving, Wealth Management, Public Speaking, Nonprofits, Financial Planning, Philanthropy, Wealth, Retirement, Leadership, Finance, Strategy, Charitable Trusts, Employee Benefits, Tax, Asset Management, 401k, Investment Management, Tax Preparation, Management, Fundraising, Program Management, Asset Allocation, Financial Services, Retirement Planning, Personal Finance, Mutual Funds, Investment Strategies, Charitable Gift..., Financial Planners, Training, Consulting, Series 7, Personal Financial..., Investments, Small Business, Portfolio Management, Investment Advisory, Insurance, Securities, Consultancy, Real Estate
Education
College for Financial Planning 2006 — 2009
Master of Science (MS), Personal Financial Planning, cum laude
University of Northern Iowa 1994 — 1997
BA, Communication Studies
Ashley Bukowski Ashley Bukowski's Edward Jones Experience January 2012 - Present
Job Intern at Kelm and Rueter Law Firm
Industry Legal Services
Experience
Kelm and Rueter Law Firm June 2014 - Present
Edward Jones January 2012 - Present
Department of Security-College of Saint Benedict August 2011 - Present
Skills
Teamwork, Public Policy, Economics, Public Speaking, Leadership, History, PowerPoint, Market Research, Research, Access, Finance, Microsoft Excel, Microsoft Word, Event Planning
Education
College of Saint Benedict and Saint John's University 2011 — 2015
Bachelor of Arts (BA), Economics and History
Sauk Rapids-Rice High School 2007 — 2011
Kelm and Rueter Law Firm June 2014 - Present
Edward Jones January 2012 - Present
Department of Security-College of Saint Benedict August 2011 - Present
Skills
Teamwork, Public Policy, Economics, Public Speaking, Leadership, History, PowerPoint, Market Research, Research, Access, Finance, Microsoft Excel, Microsoft Word, Event Planning
Education
College of Saint Benedict and Saint John's University 2011 — 2015
Bachelor of Arts (BA), Economics and History
Sauk Rapids-Rice High School 2007 — 2011
Carol Swartz Carol Swartz's Edward Jones Experience March 2003 - Present
Job
Industry Financial Services
Experience
Edward Jones March 2003 - Present
Unocal 1982 - 1991
Education
Mesa State College 1991 — 1992
Registered Nursing/Registered Nurse
Boulder High School 1966 — 1968
Edward Jones March 2003 - Present
Unocal 1982 - 1991
Education
Mesa State College 1991 — 1992
Registered Nursing/Registered Nurse
Boulder High School 1966 — 1968
Annie George Annie George's Edward Jones Experience March 2008 - March 2011
Job Sr. Application Developer
Industry Utilities
Experience
Dominion Virginia Power September 2011 - Present
State of California March 2011 - September 2011
Edward Jones March 2008 - March 2011
PreVisor 2011 - 2011
Humana May 2007 - February 2008
American Express September 2005 - March 2007
IBM February 2005 - August 2005
Patni Computer Systems October 2002 - February 2005
Skills
Solution Architecture, VB.NET, ITIL, VSAM, DB2, Databases, JCL, IMS DB/DC, CICS, COBOL, JSP
Education
College of Engineering, Trivandrum 1998 — 2002
Bachelor of Technology, Engineering
Dominion Virginia Power September 2011 - Present
State of California March 2011 - September 2011
Edward Jones March 2008 - March 2011
PreVisor 2011 - 2011
Humana May 2007 - February 2008
American Express September 2005 - March 2007
IBM February 2005 - August 2005
Patni Computer Systems October 2002 - February 2005
Skills
Solution Architecture, VB.NET, ITIL, VSAM, DB2, Databases, JCL, IMS DB/DC, CICS, COBOL, JSP
Education
College of Engineering, Trivandrum 1998 — 2002
Bachelor of Technology, Engineering
Erin Lacey King Erin Lacey King's Edward Jones Experience October 2009 - November 2010
Job HR Data Analyst at Waste Connections, Inc.
Industry Human Resources
Experience
Waste Connections, Inc. December 2010 - Present
Edward Jones October 2009 - November 2010
Intuit August 2008 - August 2009
Intuit January 2006 - August 2008
Optimus Consulting March 2006 - November 2006
Standard Pacific Homes March 2005 - January 2006
Tim Lewis Communities 2004 - 2005
Education
Colorado State University 1998 — 2001
Master of Arts, Economics
Western Washington University 1993 — 1996
Bachelor of Arts, Interdisciplinary Concentration
Waste Connections, Inc. December 2010 - Present
Edward Jones October 2009 - November 2010
Intuit August 2008 - August 2009
Intuit January 2006 - August 2008
Optimus Consulting March 2006 - November 2006
Standard Pacific Homes March 2005 - January 2006
Tim Lewis Communities 2004 - 2005
Education
Colorado State University 1998 — 2001
Master of Arts, Economics
Western Washington University 1993 — 1996
Bachelor of Arts, Interdisciplinary Concentration
Patrick E Meyer, CFP® Patrick E Meyer, CFP®'s Edward Jones Experience 2003 - 2010
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2010 - Present
Edward Jones 2003 - 2010
US Army Special Forces Command April 2002 - May 2003
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Strategic Investment..., Estate Planning...
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner professional
Virginia Military Institute 1995 — 1999
Bachelor of Science (BS), Economics and Business
Wells Fargo Advisors, LLC July 2010 - Present
Edward Jones 2003 - 2010
US Army Special Forces Command April 2002 - May 2003
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Strategic Investment..., Estate Planning...
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner professional
Virginia Military Institute 1995 — 1999
Bachelor of Science (BS), Economics and Business
Nancy Mikutsky Nancy Mikutsky's Edward Jones Experience February 2011 - Present
Job Branch Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Weichert Realtors August 2009 - June 2010
EDS, an HP company February 1986 - April 2009
Electronic Data Systems 1988 - 2009
Education
College of Saint Elizabeth
BS, Business
Edward Jones February 2011 - Present
Weichert Realtors August 2009 - June 2010
EDS, an HP company February 1986 - April 2009
Electronic Data Systems 1988 - 2009
Education
College of Saint Elizabeth
BS, Business
Michele Rohde Michele Rohde's Edward Jones Experience July 2006 - June 2013
Job Transformational Success & Wealth Coach
Industry Professional Training & Coaching
Experience
Michele Rohde International/Owner December 2014 - Present
Rohde Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc. June 2013 - Present
Edward Jones July 2006 - June 2013
Farmers Insurance July 2003 - July 2006
Allstate Financial Services, LLC June 2000 - June 2003
Skills
Coaching, Business, Professional Services, Goal setting, Motivational coaching, Business Strategy, Business Transformation, Action Plan Creation, Achieving Measurable..., Customer Service, Event Planning, Leadership, Management, Marketing, Microsoft Office, Public Relations, Public Speaking, Social Media Marketing, Strategic Planning, Team Building
Education
Holistic MBA 2015 — 2015
Transformational Coaching Method (TCM) Certified
College for Financial Planning 2010 — 2010
AAMS
University of Houston-Victoria 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stroman High School 1995 — 1999
Graduated Summa Cum Laude/ # 7 in class
Michele Rohde International/Owner December 2014 - Present
Rohde Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc. June 2013 - Present
Edward Jones July 2006 - June 2013
Farmers Insurance July 2003 - July 2006
Allstate Financial Services, LLC June 2000 - June 2003
Skills
Coaching, Business, Professional Services, Goal setting, Motivational coaching, Business Strategy, Business Transformation, Action Plan Creation, Achieving Measurable..., Customer Service, Event Planning, Leadership, Management, Marketing, Microsoft Office, Public Relations, Public Speaking, Social Media Marketing, Strategic Planning, Team Building
Education
Holistic MBA 2015 — 2015
Transformational Coaching Method (TCM) Certified
College for Financial Planning 2010 — 2010
AAMS
University of Houston-Victoria 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stroman High School 1995 — 1999
Graduated Summa Cum Laude/ # 7 in class
Andrew Deyo's Edward Jones Experience June 2013 - May 2014
Job Inside Sales Account Manager, Cradlepoint Technologies, 4G LTE Router Solutions for Network Connectivity N.M. A.Z. N.V.
Industry Information Technology and Services
Experience
Cradlepoint, Inc. June 2015 - Present
Edward Jones June 2013 - May 2014
Zumiez July 2009 - June 2013
LA Fitness November 2011 - June 2012
The Coffee Bean & Tea Leaf March 2006 - May 2008
Skills
Time Management, Sales, Marketing, Forecasting, Retail, Accounts Receivable, Customer Service, Microsoft Office, Microsoft Excel, Merchandising, Teamwork, Inventory Management, Team Leadership, Retail Sales, Fashion, Sales Management, Customer Satisfaction, Store Management, Loss Prevention, Team Building, Cashiering, Recruiting, Training
Education
College of the Canyons 2011 — 2013
Oregon State University
Medical Microbiology Residency Program
Cradlepoint, Inc. June 2015 - Present
Edward Jones June 2013 - May 2014
Zumiez July 2009 - June 2013
LA Fitness November 2011 - June 2012
The Coffee Bean & Tea Leaf March 2006 - May 2008
Skills
Time Management, Sales, Marketing, Forecasting, Retail, Accounts Receivable, Customer Service, Microsoft Office, Microsoft Excel, Merchandising, Teamwork, Inventory Management, Team Leadership, Retail Sales, Fashion, Sales Management, Customer Satisfaction, Store Management, Loss Prevention, Team Building, Cashiering, Recruiting, Training
Education
College of the Canyons 2011 — 2013
Oregon State University
Medical Microbiology Residency Program
Lisa Goebel Lisa Goebel's Edward Jones Experience December 2004 - October 2009
Job Financial Services at STATE FARM INSURANCE AND FINANCIAL SERVICES
Industry Financial Services
Experience
State Farm November 2012 - Present
JP Morgan Securities LLC October 2009 - November 2012
Edward Jones December 2004 - October 2009
Textile Trends LLC January 1990 - January 2003
Skills
Financial Services, Wealth Management, Mutual Funds, Fixed Annuities, Variable Annuities, retirement planning, Small Business..., Financial Risk, Series 6, Series 63, Investments, Wealth Transfer
Education
College of Charleston
Fine/Studio Arts, General
State Farm November 2012 - Present
JP Morgan Securities LLC October 2009 - November 2012
Edward Jones December 2004 - October 2009
Textile Trends LLC January 1990 - January 2003
Skills
Financial Services, Wealth Management, Mutual Funds, Fixed Annuities, Variable Annuities, retirement planning, Small Business..., Financial Risk, Series 6, Series 63, Investments, Wealth Transfer
Education
College of Charleston
Fine/Studio Arts, General
John Mulka's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Merrill Lynch April 2014 - June 2015
Toledo Mud Hens Baseball Club & Toledo Walleye Hockey Club January 2003 - March 2014
Skills
Sports Management, Sports Marketing, Sports, Sponsorship, Event Management, Event Planning, Ticket Sales, Media Relations, Public Relations, Marketing, PowerPoint, Microsoft Word, Television, Sales, Time Management, Leadership, Social Media, Customer Service, Management, Cold Calling, Business Development, Facebook, Marketing Communications, Advertising, Social Networking, Marketing Strategy, Sponsorship Sales, Nonprofits, Public Speaking, Press Releases, Email Marketing, Fundraising, Account Management
Education
University of Michigan 1999 — 2003
B.A, Management and Communication
University of Toledo 2013 — 2015
MBA, Double Major - Marketing & Finance
College for Financial Planning 2015 — 2017
Certified Financial Planner (CFP)
Edward Jones June 2015 - Present
Merrill Lynch April 2014 - June 2015
Toledo Mud Hens Baseball Club & Toledo Walleye Hockey Club January 2003 - March 2014
Skills
Sports Management, Sports Marketing, Sports, Sponsorship, Event Management, Event Planning, Ticket Sales, Media Relations, Public Relations, Marketing, PowerPoint, Microsoft Word, Television, Sales, Time Management, Leadership, Social Media, Customer Service, Management, Cold Calling, Business Development, Facebook, Marketing Communications, Advertising, Social Networking, Marketing Strategy, Sponsorship Sales, Nonprofits, Public Speaking, Press Releases, Email Marketing, Fundraising, Account Management
Education
University of Michigan 1999 — 2003
B.A, Management and Communication
University of Toledo 2013 — 2015
MBA, Double Major - Marketing & Finance
College for Financial Planning 2015 — 2017
Certified Financial Planner (CFP)
Janet Benefiel's Edward Jones Experience June 2011 - May 2012
Job Sales, Recruiter, Marketing, & PR Professional
Industry Public Relations and Communications
Experience
Idaho Central Credit Union February 2014 - August 2015
Idaho Central Credit Union May 2012 - February 2014
Edward Jones June 2011 - May 2012
AAA Oregon/Idaho November 2009 - June 2011
AAA Oregon/Idaho November 2009 - April 2010
The Resort at The Mountain December 2008 - August 2009
Salishan Spa & Golf Resort October 2007 - December 2008
Taylor Real Estate January 2006 - January 2008
CSM 2005 - 2007
Hilton Jantzen Beach/Columbia River Hotels and Red Lion on the River February 2004 - February 2005
Skills
Training & Development, Administration, Budgeting, Customer Relations, Customer Service, Contract Negotiation, Event Planning, Employee Relations, Event Management, Fast Learner, Hospitality, Insurance, Key Account Management, Team Leadership, Microsoft Office, Mentoring, Market Research, Account Management, Marketing Strategy, Negotiation, Contract Negotiations, New Business Development, Outlook, Planning, Public Relations, Sales Management, Teamwork, Team Management, Yield Management, Budgets, Training, Management, Marketing, Project Planning, Employee Training
Education
College of Southern Idaho 2011 — 2013
General Education, Business
College of the Redwoods 1997 — 1998
General Education
Academy of Travel & Tourism 1983 — 1983
Travel Specialist, Travel and Tourism, Travel Specialist
Idaho Central Credit Union February 2014 - August 2015
Idaho Central Credit Union May 2012 - February 2014
Edward Jones June 2011 - May 2012
AAA Oregon/Idaho November 2009 - June 2011
AAA Oregon/Idaho November 2009 - April 2010
The Resort at The Mountain December 2008 - August 2009
Salishan Spa & Golf Resort October 2007 - December 2008
Taylor Real Estate January 2006 - January 2008
CSM 2005 - 2007
Hilton Jantzen Beach/Columbia River Hotels and Red Lion on the River February 2004 - February 2005
Skills
Training & Development, Administration, Budgeting, Customer Relations, Customer Service, Contract Negotiation, Event Planning, Employee Relations, Event Management, Fast Learner, Hospitality, Insurance, Key Account Management, Team Leadership, Microsoft Office, Mentoring, Market Research, Account Management, Marketing Strategy, Negotiation, Contract Negotiations, New Business Development, Outlook, Planning, Public Relations, Sales Management, Teamwork, Team Management, Yield Management, Budgets, Training, Management, Marketing, Project Planning, Employee Training
Education
College of Southern Idaho 2011 — 2013
General Education, Business
College of the Redwoods 1997 — 1998
General Education
Academy of Travel & Tourism 1983 — 1983
Travel Specialist, Travel and Tourism, Travel Specialist
Lana Paloumpis Lana Paloumpis's Edward Jones Experience August 2010 - May 2011
Job Mortgage loan originator C.R.M.S.
Industry Banking
Experience
Wells Fargo Home Mortgage July 2015 - Present
Great Lakes Members Credit Union July 2013 - July 2015
Kinecta Federal Credit Union November 2012 - August 2013
American Marketing & Publishing, Llc May 2011 - February 2012
Edward Jones August 2010 - May 2011
1st Advantage Mortgage 2007 - 2009
American Mortgage Network 2005 - 2008
Aegis Wholesale January 2002 - November 2005
Skills
Mortgage Lending, FHA, Loans, USDA, FHA financing, Wholesale, Home Equity Loans, Mortgage Banking, Credit, Refinance, VA loans, Loan Origination, Series 7, First Time Home Buyers, Reverse Mortgages, Residential Mortgages, Selling, Leadership, Investments, Real Estate, Financial Services, Finance, Mortgage Marketing, Government Loans, Credit Analysis, FHA Financing, Mortgage Underwriting, Sales, VA Loans, Underwriting
Education
College of DuPage
Wells Fargo Home Mortgage July 2015 - Present
Great Lakes Members Credit Union July 2013 - July 2015
Kinecta Federal Credit Union November 2012 - August 2013
American Marketing & Publishing, Llc May 2011 - February 2012
Edward Jones August 2010 - May 2011
1st Advantage Mortgage 2007 - 2009
American Mortgage Network 2005 - 2008
Aegis Wholesale January 2002 - November 2005
Skills
Mortgage Lending, FHA, Loans, USDA, FHA financing, Wholesale, Home Equity Loans, Mortgage Banking, Credit, Refinance, VA loans, Loan Origination, Series 7, First Time Home Buyers, Reverse Mortgages, Residential Mortgages, Selling, Leadership, Investments, Real Estate, Financial Services, Finance, Mortgage Marketing, Government Loans, Credit Analysis, FHA Financing, Mortgage Underwriting, Sales, VA Loans, Underwriting
Education
College of DuPage
James Mosley James Mosley's Edward Jones Experience December 2012 - September 2013
Job Internal
Industry Financial Services
Experience
Transamerica September 2013 - Present
Edward Jones December 2012 - September 2013
Merrill Lynch September 2011 - November 2012
Hample Insurance May 2011 - September 2011
LPL Financial May 2011 - September 2011
COUNTRY ® Financial May 2010 - May 2011
JP Morgan Chase April 2008 - April 2010
Bellco Credit Union February 2001 - April 2008
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Regis University 2007 — 2009
Finance, Accounting and Finance
Gateway High School 1996 — 2000
Metropolitan State College of Denver
Accounting
Transamerica September 2013 - Present
Edward Jones December 2012 - September 2013
Merrill Lynch September 2011 - November 2012
Hample Insurance May 2011 - September 2011
LPL Financial May 2011 - September 2011
COUNTRY ® Financial May 2010 - May 2011
JP Morgan Chase April 2008 - April 2010
Bellco Credit Union February 2001 - April 2008
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Regis University 2007 — 2009
Finance, Accounting and Finance
Gateway High School 1996 — 2000
Metropolitan State College of Denver
Accounting
William Morales William Morales's Edward Jones Experience September 2008 - Present
Job Financial Advisor, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Diverse Mortgage Solutions, Inc. June 2002 - August 2008
Skills
Retirement Planning, Retirement Income, Portfolio and..., 401k Rollovers, IRA's, Annuities, Business Retirement..., Asset Protection..., Asset Allocation, Retirement Plan..., Retirement, Retirement Savings, Qualified Retirement..., Estate Considerations, Life Insurance, Long-Term Care Insurance, Long-Term Disability..., Education Savings, Investment Banking, Investor Education..., Managed Account Program, Equity Investments..., Fixed-income Investments, Mutual Funds, Exchange-traded Funds, Unit Investment Trust, Investments, Financial Advisory, Roth IRA, Series 65, Fixed Annuities, Series 63, 401k, Estate and Legacy..., Long-term Care, Variable Annuities, Wealth Management..., IRAs, Investment Advisory, College Savings Plans, Investment Strategies, 529 Plans, Series 7, Financial Analysis, Wealth Preservation...
Education
College for Financial Planning
Accredited Asset Management Specialist, Financial Planning and Services
Edward Jones September 2008 - Present
Diverse Mortgage Solutions, Inc. June 2002 - August 2008
Skills
Retirement Planning, Retirement Income, Portfolio and..., 401k Rollovers, IRA's, Annuities, Business Retirement..., Asset Protection..., Asset Allocation, Retirement Plan..., Retirement, Retirement Savings, Qualified Retirement..., Estate Considerations, Life Insurance, Long-Term Care Insurance, Long-Term Disability..., Education Savings, Investment Banking, Investor Education..., Managed Account Program, Equity Investments..., Fixed-income Investments, Mutual Funds, Exchange-traded Funds, Unit Investment Trust, Investments, Financial Advisory, Roth IRA, Series 65, Fixed Annuities, Series 63, 401k, Estate and Legacy..., Long-term Care, Variable Annuities, Wealth Management..., IRAs, Investment Advisory, College Savings Plans, Investment Strategies, 529 Plans, Series 7, Financial Analysis, Wealth Preservation...
Education
College for Financial Planning
Accredited Asset Management Specialist, Financial Planning and Services
Nicki Elsberry, CRPC, ADPA, AAMS Nicki Elsberry, CRPC, ADPA, AAMS's Edward Jones Experience October 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2001 - Present
Skills
Asset Allocation, Asset Protection..., Estate and Legacy..., Financial Analysis, Financial Strategies, Portfolio Reviews, Strategic Planning, Wealth Management, Wealth Preservation..., Wealth Protection..., Wealth Transfer
Education
Iowa State University 1975 — 1979
BS, Medical Technology, ASCP certified
College for Financial Planning
CRPC, ADPA, AAMS
Edward Jones October 2001 - Present
Skills
Asset Allocation, Asset Protection..., Estate and Legacy..., Financial Analysis, Financial Strategies, Portfolio Reviews, Strategic Planning, Wealth Management, Wealth Preservation..., Wealth Protection..., Wealth Transfer
Education
Iowa State University 1975 — 1979
BS, Medical Technology, ASCP certified
College for Financial Planning
CRPC, ADPA, AAMS
David Lockey David Lockey's Edward Jones Experience 2009 - 2012
Job Financial Advisor and President at Lockey Wealth Management
Industry Financial Services
Experience
Lockey Wealth Management April 2012 - Present
Edward Jones 2009 - 2012
JPMorgan Chase June 2005 - October 2009
H&R Block Financial Advisors September 2002 - June 2005
Paine Webber April 2001 - September 2002
Skills
Asset Managment, Risk Management, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Investment Strategies, Retirement, Insurance, 401k Rollovers, FINRA, Series 7, Series 63, Wealth Management, Mutual Funds, Alternative Investments, Series 65, Portfolio Management, Securities, Equities, Fixed Income, Financial Analysis, Sales, Business Development, Account Management, Relationship Management, Leadership, Financial Advisory, Uniform Combined State...
Education
College of the Holy Cross 1996 — 2000
B.A., Economics
Port St. Lucie High School 1992 — 1996
Lockey Wealth Management April 2012 - Present
Edward Jones 2009 - 2012
JPMorgan Chase June 2005 - October 2009
H&R Block Financial Advisors September 2002 - June 2005
Paine Webber April 2001 - September 2002
Skills
Asset Managment, Risk Management, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Investment Strategies, Retirement, Insurance, 401k Rollovers, FINRA, Series 7, Series 63, Wealth Management, Mutual Funds, Alternative Investments, Series 65, Portfolio Management, Securities, Equities, Fixed Income, Financial Analysis, Sales, Business Development, Account Management, Relationship Management, Leadership, Financial Advisory, Uniform Combined State...
Education
College of the Holy Cross 1996 — 2000
B.A., Economics
Port St. Lucie High School 1992 — 1996
Nathan Bush Nathan Bush's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Mountain View Community Church November 2012 - July 2015
First National Bank of Omaha May 2014 - August 2014
Sony Electronics July 2013 - April 2014
Choice Baseball June 2012 - November 2012
Skills
Outstanding Customer..., Strategic Communications, Problem Solving, Time Management, Food Service, Facebook, Event Planning, PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, Inventory Management, Teamwork, Social Media, Public Speaking, Organization, Data Entry, Leadership, Restaurant Management, Social Networking, Customer Satisfaction, YouTube, Google+, Community Outreach, Customer Service, Training, Team Building, Team Leadership, Social Media Marketing
Education
Colorado State University 2011 — 2015
Bachelor's Degree, Business Administration - Marketing and Finance
Fort Collins High School 2008 — 2011
High School Diploma, General
Edward Jones July 2015 - Present
Mountain View Community Church November 2012 - July 2015
First National Bank of Omaha May 2014 - August 2014
Sony Electronics July 2013 - April 2014
Choice Baseball June 2012 - November 2012
Skills
Outstanding Customer..., Strategic Communications, Problem Solving, Time Management, Food Service, Facebook, Event Planning, PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, Inventory Management, Teamwork, Social Media, Public Speaking, Organization, Data Entry, Leadership, Restaurant Management, Social Networking, Customer Satisfaction, YouTube, Google+, Community Outreach, Customer Service, Training, Team Building, Team Leadership, Social Media Marketing
Education
Colorado State University 2011 — 2015
Bachelor's Degree, Business Administration - Marketing and Finance
Fort Collins High School 2008 — 2011
High School Diploma, General
Connie Jaco Connie Jaco's Edward Jones Experience September 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Practical Parent Education, LLC May 2007 - September 2014
Skills
Administrative..., Data Entry, Outlook, Office Management, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Event Planning, Spreadsheets, Invoicing, Time Management, Accounts Payable, Administration, Payroll, Leadership, Sales
Education
Collin County Community College
Edward Jones September 2014 - Present
Practical Parent Education, LLC May 2007 - September 2014
Skills
Administrative..., Data Entry, Outlook, Office Management, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Event Planning, Spreadsheets, Invoicing, Time Management, Accounts Payable, Administration, Payroll, Leadership, Sales
Education
Collin County Community College
Mario J. Payne, CFP® professional Mario J. Payne, CFP® professional's Edward Jones Experience 2007 - 2013
Job Financial Advisor at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services Inc. May 2013 - Present
Jacksonville Public Library Board of Trustees 2015 - 2015
Edward Jones 2007 - 2013
American Income Life Insurance Company 2006 - 2007
US Army 2000 - 2005
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investment Strategies, Wealth Management, Mutual Funds, Portfolio Management, Series 6, Series 7, Finance, Financial Planners, Financial Planning, IRAs, Risk Management, Retirement, Investments, Securities, Wealth, Investment Management, Asset Allocation, Pensions, Financial Advisory, Life Insurance, Public Speaking
Education
College for Financial Planning
CFP® Certification Professional Education Program
College for Financial Planning
AAMS® Certification
Tennessee State University
Bachelor of Arts (B.A.), Business Management
Raymond James Financial Services Inc. May 2013 - Present
Jacksonville Public Library Board of Trustees 2015 - 2015
Edward Jones 2007 - 2013
American Income Life Insurance Company 2006 - 2007
US Army 2000 - 2005
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investment Strategies, Wealth Management, Mutual Funds, Portfolio Management, Series 6, Series 7, Finance, Financial Planners, Financial Planning, IRAs, Risk Management, Retirement, Investments, Securities, Wealth, Investment Management, Asset Allocation, Pensions, Financial Advisory, Life Insurance, Public Speaking
Education
College for Financial Planning
CFP® Certification Professional Education Program
College for Financial Planning
AAMS® Certification
Tennessee State University
Bachelor of Arts (B.A.), Business Management
Suzanne Bancale Suzanne Bancale's Edward Jones Experience June 1995 - June 1996
Job Super Mom
Industry Cosmetics
Experience
Self-employed November 2010 - Present
Full Time Mom of 5 October 1997 - Present
Missoula Symphony Chorale September 2002 - June 2004
Rifle Middle School August 1996 - August 1997
Edward Jones June 1995 - June 1996
Lord & Taylor June 1991 - January 1995
Skills
Skin Care, Cosmetics, Makeovers, Beauty Industry, Fragrance, Makeup Artistry, Glamour, Bridal Showers, Gift Baskets, Gifts, Skin Care Products, Event Planning, Microdermabrasion, Home Based Business, Skin, Artistry, Social Media, Volunteer Management, Sales Management, Customer Service, Direct Sales, Recruiting, Administrative..., Volunteer Recruiting, Volunteer Training, Singing, Music Production, Childcare, Special Education, Interior Design, Holiday Decor, Public Speaking, Mentoring, Team Building, Teaching, Small Business, Parties, Fundraising
Education
Colorado Christian University 1988 — 1993
Bachelor of Arts (BA), Music Performance, Voice Emphasis
Iver C. Ranum High School Denver, Colorado 1984 — 1988
Self-employed November 2010 - Present
Full Time Mom of 5 October 1997 - Present
Missoula Symphony Chorale September 2002 - June 2004
Rifle Middle School August 1996 - August 1997
Edward Jones June 1995 - June 1996
Lord & Taylor June 1991 - January 1995
Skills
Skin Care, Cosmetics, Makeovers, Beauty Industry, Fragrance, Makeup Artistry, Glamour, Bridal Showers, Gift Baskets, Gifts, Skin Care Products, Event Planning, Microdermabrasion, Home Based Business, Skin, Artistry, Social Media, Volunteer Management, Sales Management, Customer Service, Direct Sales, Recruiting, Administrative..., Volunteer Recruiting, Volunteer Training, Singing, Music Production, Childcare, Special Education, Interior Design, Holiday Decor, Public Speaking, Mentoring, Team Building, Teaching, Small Business, Parties, Fundraising
Education
Colorado Christian University 1988 — 1993
Bachelor of Arts (BA), Music Performance, Voice Emphasis
Iver C. Ranum High School Denver, Colorado 1984 — 1988
Brian Boudreau, AAMS® CRPC® Brian Boudreau, AAMS® CRPC®'s Edward Jones Experience July 2011 - Present
Job Financial Advisor for Individuals & Familes, Financial Advisor for Small Business Owners
Industry Financial Services
Experience
Edward Jones July 2011 - Present
Farmers Insurance June 2007 - July 2011
FMC June 2006 - June 2007
Skills
Financial Advisor, Roth IRA, Traditional IRA, Business Retirement..., Portfolio Reviews, Retirement Plan Reviews, 401(k), 403(b), 457(b), Defined Benefit, Profit Sharing, SEP IRA, SIMPLE IRA, Fixed Annuities, Variable Annuities, Immediate Annuities, Saving for Education, 529 Plans, Coverdell Education..., Edward Jones Advisory..., Fixed Income Investments, Bond Unit Investment..., Bonds, Insurance, Long-term Care, Long-Term Disability, Permanent Life Insurance, Term Life Insurance, Mutual Funds, Equities Research, Mutual Funds Research, Wealth Management, Investments, IRAs, Wealth, Wealth Accumulation, Retirement
Education
Colorado School of Mines 2002 — 2006
Bachelor of Science (B.S.), Chemical Engineering
Colorado School of Mines 2002 — 2006
Minor, Business and Economics
Edward Jones July 2011 - Present
Farmers Insurance June 2007 - July 2011
FMC June 2006 - June 2007
Skills
Financial Advisor, Roth IRA, Traditional IRA, Business Retirement..., Portfolio Reviews, Retirement Plan Reviews, 401(k), 403(b), 457(b), Defined Benefit, Profit Sharing, SEP IRA, SIMPLE IRA, Fixed Annuities, Variable Annuities, Immediate Annuities, Saving for Education, 529 Plans, Coverdell Education..., Edward Jones Advisory..., Fixed Income Investments, Bond Unit Investment..., Bonds, Insurance, Long-term Care, Long-Term Disability, Permanent Life Insurance, Term Life Insurance, Mutual Funds, Equities Research, Mutual Funds Research, Wealth Management, Investments, IRAs, Wealth, Wealth Accumulation, Retirement
Education
Colorado School of Mines 2002 — 2006
Bachelor of Science (B.S.), Chemical Engineering
Colorado School of Mines 2002 — 2006
Minor, Business and Economics
Marina Willeford's Edward Jones Experience January 2014 - Present
Job Registered Paraplanner
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Integris Bass Baptist Health Center November 2008 - February 2013
Raymond James Financial Inc. January 2010 - May 2012
TPI Staffing, Inc. January 2007 - October 2008
Enid Eye Clinic Inc. July 2000 - July 2004
Forrest General Hospital September 1980 - September 1993
Skills
Business Development, Leadership, Marketing, Finance, Management, CRM, Public Relations, Physicians, Human Resources, Marketing Communications, Event Planning, Strategic Financial..., Time Management, Outlook, Financial Planning, Manage Client..., Hospital Financial..., Physician Practice..., Hospitals, Recruiting, Customer Service, Mutual Funds, Sales, Retirement Planning
Education
College for Financial Planning 2012 — 2016
Foundations in Financial Planning, Registered Para Planner, 3.0
Raymond James - St. Petersburg, FL 2010 — 2011
Certification, Client relations; technology, brokerage operational, management and marketing
Northwestern Oklahoma State University 1997 — 1998
Business, Management, Marketing, and Related Support Services, 4.0
Laser Vision Center, Inc. St, Louis MO
Refractive Coordinator Training, Ophthalmology Marketing and Consulting, 4.0
University of Southern Mississippi
Business Management, 4.0
Edward Jones January 2014 - Present
Integris Bass Baptist Health Center November 2008 - February 2013
Raymond James Financial Inc. January 2010 - May 2012
TPI Staffing, Inc. January 2007 - October 2008
Enid Eye Clinic Inc. July 2000 - July 2004
Forrest General Hospital September 1980 - September 1993
Skills
Business Development, Leadership, Marketing, Finance, Management, CRM, Public Relations, Physicians, Human Resources, Marketing Communications, Event Planning, Strategic Financial..., Time Management, Outlook, Financial Planning, Manage Client..., Hospital Financial..., Physician Practice..., Hospitals, Recruiting, Customer Service, Mutual Funds, Sales, Retirement Planning
Education
College for Financial Planning 2012 — 2016
Foundations in Financial Planning, Registered Para Planner, 3.0
Raymond James - St. Petersburg, FL 2010 — 2011
Certification, Client relations; technology, brokerage operational, management and marketing
Northwestern Oklahoma State University 1997 — 1998
Business, Management, Marketing, and Related Support Services, 4.0
Laser Vision Center, Inc. St, Louis MO
Refractive Coordinator Training, Ophthalmology Marketing and Consulting, 4.0
University of Southern Mississippi
Business Management, 4.0
Todd Sandness Todd Sandness's Edward Jones Experience June 2008 - Present
Job Financial Advisor, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2008 - Present
Morgan Stanley December 2006 - June 2008
Reece and Nichols August 2003 - January 2007
Education
University of Oklahoma 1989 — 1990
All but Ph.D. dissertation in economic studies of 19th Century Europe, Ph.D Candidate
Pittsburg State University 1983 — 1987
Bachelor of Arts (BA), Master of Arts (MA), Foreign Studies, History
The University of Texas at San Antonio 1981 — 1982
Petroleum Engineering
Université Paris Sorbonne (Paris IV) 1980 — 1980
Certification of Studies Completed, French Civilization and Language
College for Financial Planning
Accredited Asset Management Specialist, Investment Management
Edward Jones June 2008 - Present
Morgan Stanley December 2006 - June 2008
Reece and Nichols August 2003 - January 2007
Education
University of Oklahoma 1989 — 1990
All but Ph.D. dissertation in economic studies of 19th Century Europe, Ph.D Candidate
Pittsburg State University 1983 — 1987
Bachelor of Arts (BA), Master of Arts (MA), Foreign Studies, History
The University of Texas at San Antonio 1981 — 1982
Petroleum Engineering
Université Paris Sorbonne (Paris IV) 1980 — 1980
Certification of Studies Completed, French Civilization and Language
College for Financial Planning
Accredited Asset Management Specialist, Investment Management
Jon Snodgrass, CFP® Jon Snodgrass, CFP®'s Edward Jones Experience March 2003 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2003 - Present
The Southwestern Company 1999 - 2002
Skills
Series 7
Education
College for Financial Planning 2007 — 2009
CFP, AAMS
University of St. Thomas - Opus College of Business 1998 — 2002
Business, Econ, Finance
Edward Jones March 2003 - Present
The Southwestern Company 1999 - 2002
Skills
Series 7
Education
College for Financial Planning 2007 — 2009
CFP, AAMS
University of St. Thomas - Opus College of Business 1998 — 2002
Business, Econ, Finance
Victoria Crago Victoria Crago's Edward Jones Experience November 2013 - Present
Job Portfolio Trade Support at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Edward Jones December 2009 - November 2013
Raymond James Financial Inc. June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Asset Allocation, Financial Analysis, Series 7, Certified Financial..., Investments, Valuation, Financial Advisory, Bloomberg, Data Analysis, Research, Trading, Microsoft Office, Finance, Leadership
Education
College for Financial Planning 2012 — 2013
Certified Financial Planner
Washington University in St. Louis 2005 — 2009
Bachelor of Science in Business Administration, Finance and International Business
Edward Jones November 2013 - Present
Edward Jones December 2009 - November 2013
Raymond James Financial Inc. June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Asset Allocation, Financial Analysis, Series 7, Certified Financial..., Investments, Valuation, Financial Advisory, Bloomberg, Data Analysis, Research, Trading, Microsoft Office, Finance, Leadership
Education
College for Financial Planning 2012 — 2013
Certified Financial Planner
Washington University in St. Louis 2005 — 2009
Bachelor of Science in Business Administration, Finance and International Business
William DeMar CFP®, AAMS® William DeMar CFP®, AAMS®'s Edward Jones Experience July 2002 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones July 2002 - Present
Education
College for Financial Planning 2011 — 2013
CFP® Designation Courses, Financial Planning
University of California, Riverside 1994 — 1999
Bachelor of Arts (BA), Political Science and Government
St Joseph Notre Dame HS Alameda CA 1990 — 1994
High School/Secondary Diplomas and Certificates
Edward Jones July 2002 - Present
Education
College for Financial Planning 2011 — 2013
CFP® Designation Courses, Financial Planning
University of California, Riverside 1994 — 1999
Bachelor of Arts (BA), Political Science and Government
St Joseph Notre Dame HS Alameda CA 1990 — 1994
High School/Secondary Diplomas and Certificates
Omari Simpson Omari Simpson's Edward Jones Experience February 2010 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
Oscar Urrutia CRPC® Oscar Urrutia CRPC®'s Edward Jones Experience January 2009 - May 2010
Job AVP/Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
USAA March 2011 - August 2013
Tampa Bay Financial Group an office of MetLife May 2010 - April 2011
Edward Jones January 2009 - May 2010
Tampa Mortgage Loans March 2004 - August 2008
Education
Saint Leo University 2011 — 2015
Bachelor's degree, Psychology
College for Financial Planning 2012 — 2013
Chartered Retirement Planning CounselorSM and CRPC® designation, Certified Retirement Planning Counselor
Canon Financial Institute 2011 — 2012
Certified Wealth Strategist CWS®, Certified Wealth Strategist
Instituto Tecnologico Antonio Jose de Sucre 1997 — 2000
Business Administration, Business Administration
Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Financial Advisor licenses, Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Merrill Lynch September 2013 - Present
USAA March 2011 - August 2013
Tampa Bay Financial Group an office of MetLife May 2010 - April 2011
Edward Jones January 2009 - May 2010
Tampa Mortgage Loans March 2004 - August 2008
Education
Saint Leo University 2011 — 2015
Bachelor's degree, Psychology
College for Financial Planning 2012 — 2013
Chartered Retirement Planning CounselorSM and CRPC® designation, Certified Retirement Planning Counselor
Canon Financial Institute 2011 — 2012
Certified Wealth Strategist CWS®, Certified Wealth Strategist
Instituto Tecnologico Antonio Jose de Sucre 1997 — 2000
Business Administration, Business Administration
Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Financial Advisor licenses, Series 7, 66 securities registered and licensed to sell and Life, Health insurance and Annuities
Kevin Bowden Kevin Bowden's Edward Jones Experience February 2012 - March 2014
Job Regional Sales Consultant with Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2014 - Present
Edward Jones February 2012 - March 2014
The Hartford October 2005 - February 2012
Skills
Series 6, Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement, 401k, Retirement Planning, FINRA, Financial Advisory, Life Insurance, Separately Managed..., ETFs, Investments, Insurance, Alternative Investments, Asset Allocation
Education
College for Financial Planning
Chartered Mutual Funds Counselor
Prudential Financial April 2014 - Present
Edward Jones February 2012 - March 2014
The Hartford October 2005 - February 2012
Skills
Series 6, Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement, 401k, Retirement Planning, FINRA, Financial Advisory, Life Insurance, Separately Managed..., ETFs, Investments, Insurance, Alternative Investments, Asset Allocation
Education
College for Financial Planning
Chartered Mutual Funds Counselor
Barbara Neimeyer's Edward Jones Experience April 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Facilities Services
Experience
Edward Jones April 2015 - Present
Aurora Tri State 1990 - Present
Cintas June 1990 - March 2015
Skills
Customer Service, Purchasing, Sales, Accounts Receivable, Accounts Payable, Invoicing, Microsoft Excel, Accounting, Account Reconciliation, Outlook, General Ledger, Microsoft Word, QuickBooks, Payroll, Microsoft Office, Cash Receipts
Education
College of DuPage
Associate of Arts and Sciences (AAS), Accounting
Edward Jones April 2015 - Present
Aurora Tri State 1990 - Present
Cintas June 1990 - March 2015
Skills
Customer Service, Purchasing, Sales, Accounts Receivable, Accounts Payable, Invoicing, Microsoft Excel, Accounting, Account Reconciliation, Outlook, General Ledger, Microsoft Word, QuickBooks, Payroll, Microsoft Office, Cash Receipts
Education
College of DuPage
Associate of Arts and Sciences (AAS), Accounting
Dr. Ari Zelmanow's Edward Jones Experience June 2014 - April 2015
Job Entrepreneur | Writer | Speaker | Professor
Industry Professional Training & Coaching
Experience
Federal Reserve Bank of St. Louis April 2015 - Present
Freelance Consultant 2009 - Present
Saint Louis Community College May 2014 - Present
Edward Jones June 2014 - April 2015
Columbia College May 2014 - April 2015
Saint Louis Metropolitan Police Department May 2005 - June 2014
Skills
Leadership, Team Leadership, Adult Education, Organizational..., Experiential Learning, Process Improvement, Educational Leadership, Curriculum Development, Executive Coaching, Strategy, Applied Ethics, Quantitative Analytics, Qualitative Research, Behavioral Economics, Instructional Design, Educational Assessment, Lecturing, Storytelling, Public Speaking, Project Management, Training, Research, Strategic Vision, Economics, Higher Education, Criminal Investigations, Enforcement, Crime Prevention, Patrol, Law Enforcement..., Criminal Justice, Field Training Officer, Investigation, Surveillance, Public Safety, Evidence, Homeland Security, Physical Security, Crisis Management, Workplace Violence, Interrogation, Field Training, Police, Public Policy, Emergency Management, Police Training, Law Enforcement
Education
Lindenwood University 2012 — 2014
Doctor of Education, Instructional Leadership
University of Central Missouri 2007 — 2010
Master of Science (M.S.), Criminal Justice
Saint Louis University 2001 — 2005
Health Policy and Health Administration
Colorado State University 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Federal Reserve Bank of St. Louis April 2015 - Present
Freelance Consultant 2009 - Present
Saint Louis Community College May 2014 - Present
Edward Jones June 2014 - April 2015
Columbia College May 2014 - April 2015
Saint Louis Metropolitan Police Department May 2005 - June 2014
Skills
Leadership, Team Leadership, Adult Education, Organizational..., Experiential Learning, Process Improvement, Educational Leadership, Curriculum Development, Executive Coaching, Strategy, Applied Ethics, Quantitative Analytics, Qualitative Research, Behavioral Economics, Instructional Design, Educational Assessment, Lecturing, Storytelling, Public Speaking, Project Management, Training, Research, Strategic Vision, Economics, Higher Education, Criminal Investigations, Enforcement, Crime Prevention, Patrol, Law Enforcement..., Criminal Justice, Field Training Officer, Investigation, Surveillance, Public Safety, Evidence, Homeland Security, Physical Security, Crisis Management, Workplace Violence, Interrogation, Field Training, Police, Public Policy, Emergency Management, Police Training, Law Enforcement
Education
Lindenwood University 2012 — 2014
Doctor of Education, Instructional Leadership
University of Central Missouri 2007 — 2010
Master of Science (M.S.), Criminal Justice
Saint Louis University 2001 — 2005
Health Policy and Health Administration
Colorado State University 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Edwin Sobiesuo Edwin Sobiesuo's Edward Jones Experience 2006 - 2008
Job Guest Relations/Customer Care Manager at IHG InterContinental Hotels Group
Industry Financial Services
Experience
IHG - InterContinental Hotels Group July 2014 - Present
IHG - InterContinental Hotels Group January 2014 - July 2014
Robert Half Finance & Accounting August 2012 - December 2013
American Pensions, Inc. September 2012 - February 2013
Verizon Wireless April 2009 - July 2011
Edward Jones 2006 - 2008
Francis Marion Hotel September 2006 - May 2007
College of Charleston May 2002 - August 2004
Skills
Telecommunications, Customer Retention, Customer Satisfaction, Wireless, Customer Service, Customer Experience, Team Leadership, 401k, Financial Analysis, Financial Services, Hospitality Industry, Relius Administration, MSCS Bridgenet, Matrix Management, 401(k) Focus, Collaboration, Teamwork, Payroll, Accounts Receivable, Analysis, Negotiation, Spreadsheets, Invoicing
Education
College of Charleston
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill
Academic Magnet High School
IHG - InterContinental Hotels Group July 2014 - Present
IHG - InterContinental Hotels Group January 2014 - July 2014
Robert Half Finance & Accounting August 2012 - December 2013
American Pensions, Inc. September 2012 - February 2013
Verizon Wireless April 2009 - July 2011
Edward Jones 2006 - 2008
Francis Marion Hotel September 2006 - May 2007
College of Charleston May 2002 - August 2004
Skills
Telecommunications, Customer Retention, Customer Satisfaction, Wireless, Customer Service, Customer Experience, Team Leadership, 401k, Financial Analysis, Financial Services, Hospitality Industry, Relius Administration, MSCS Bridgenet, Matrix Management, 401(k) Focus, Collaboration, Teamwork, Payroll, Accounts Receivable, Analysis, Negotiation, Spreadsheets, Invoicing
Education
College of Charleston
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill
Academic Magnet High School
Ashley Cabadas Ashley Cabadas's Edward Jones Experience June 2009 - December 2009
Job
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab July 2010 - February 2013
Edward Jones June 2009 - December 2009
Education
Metropolitan State University of Denver 2005 — 2009
Bachelor of Science (B.S.), Finance
Colorado State University 2004 — 2005
Charles Schwab March 2013 - Present
Charles Schwab July 2010 - February 2013
Edward Jones June 2009 - December 2009
Education
Metropolitan State University of Denver 2005 — 2009
Bachelor of Science (B.S.), Finance
Colorado State University 2004 — 2005
Dana Calderwood - Spencer Dana Calderwood - Spencer's Edward Jones Experience June 1998 - July 2003
Job Registered Client Services Associated
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Waddell & Reed/Ivy Funds 2010 - 2012
Expert Plan Retirement Services March 2007 - September 2010
ADP Retirement Services March 2007 - September 2010
Sanders Booze Capital Advisors-RIA January 2006 - January 2007
Balcony Financial-Berthel Fisher & Company July 2003 - January 2005
Edward Jones June 1998 - July 2003
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Finance, Selling, Banking, CRM, Financial Advisory, Estate Planning, Trading, Sales, Sales Operations, Financial Markets, Marketing, Bonds, Sales Process, Asset Management, 401k, Relationship Management, Investment Advisory, Customer Service, Securities, Retirement, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
Kansas State University 1992 — 1996
B.S, Business Administration-Management
College of the Desert 1990 — 1992
Stifel Financial Corp. October 2014 - Present
Waddell & Reed/Ivy Funds 2010 - 2012
Expert Plan Retirement Services March 2007 - September 2010
ADP Retirement Services March 2007 - September 2010
Sanders Booze Capital Advisors-RIA January 2006 - January 2007
Balcony Financial-Berthel Fisher & Company July 2003 - January 2005
Edward Jones June 1998 - July 2003
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Finance, Selling, Banking, CRM, Financial Advisory, Estate Planning, Trading, Sales, Sales Operations, Financial Markets, Marketing, Bonds, Sales Process, Asset Management, 401k, Relationship Management, Investment Advisory, Customer Service, Securities, Retirement, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
Kansas State University 1992 — 1996
B.S, Business Administration-Management
College of the Desert 1990 — 1992
Arthur Bidwill Arthur Bidwill's Edward Jones Experience May 2012 - August 2012
Job Associate Analyst, Passed all 3 levels of CFA material
Industry Financial Services
Experience
Driehaus Capital Management LLC July 2015 - Present
Colorado Eagles September 2012 - May 2015
Lowery Asset Consulting, LLC June 2014 - September 2014
Edward Jones May 2012 - August 2012
Chicago Board of Trade May 2010 - September 2011
Skills
Options, Microsoft Excel, Financial Advisory, Bonds, Valuation, Finance, Economics, Trading, Investments, Financial Analysis, Financial Modeling
Education
Colorado College 2008 — 2012
Bachelor's Degree, Mathematical Economics
Driehaus Capital Management LLC July 2015 - Present
Colorado Eagles September 2012 - May 2015
Lowery Asset Consulting, LLC June 2014 - September 2014
Edward Jones May 2012 - August 2012
Chicago Board of Trade May 2010 - September 2011
Skills
Options, Microsoft Excel, Financial Advisory, Bonds, Valuation, Finance, Economics, Trading, Investments, Financial Analysis, Financial Modeling
Education
Colorado College 2008 — 2012
Bachelor's Degree, Mathematical Economics
Matt Northrop's Edward Jones Experience July 2012 - February 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - June 2015
Edward Jones July 2012 - February 2014
Sudden Industries August 2009 - February 2012
Studio One Networks January 2008 - August 2009
Camp America January 2006 - July 2006
Camp America February 2003 - January 2006
Skills
Business Strategy, Social Media Marketing, Digital Strategy, Mutual Funds, Retirement Plan..., Estate Considerations, 529 Plans, Business Retirement..., Roth and Traditional..., Strategic Planning, Debt Management, Fixed-Income Investments
Education
EMLYON Business School 2006 — 2007
Master of Business Administration (M.B.A.), Managing Market Driven Companies
HEC Montréal 2006 — 2006
MBA, Academic Exchange
Colorado College 1998 — 2002
Bachelor’s Degree, International Political Economy
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - June 2015
Edward Jones July 2012 - February 2014
Sudden Industries August 2009 - February 2012
Studio One Networks January 2008 - August 2009
Camp America January 2006 - July 2006
Camp America February 2003 - January 2006
Skills
Business Strategy, Social Media Marketing, Digital Strategy, Mutual Funds, Retirement Plan..., Estate Considerations, 529 Plans, Business Retirement..., Roth and Traditional..., Strategic Planning, Debt Management, Fixed-Income Investments
Education
EMLYON Business School 2006 — 2007
Master of Business Administration (M.B.A.), Managing Market Driven Companies
HEC Montréal 2006 — 2006
MBA, Academic Exchange
Colorado College 1998 — 2002
Bachelor’s Degree, International Political Economy
Neal Drasin Neal Drasin's Edward Jones Experience August 1994 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones August 1994 - Present
Prudential Securities January 1982 - July 1994
J. B. Hanauer & Co. April 1980 - December 1981
Skills
Investments, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service
Education
College for Financial Planning 1985 — 1987
Certified Financial Planner
Emory University 1975 — 1979
Bachelor of Science (B.S.), Biology
Millburn High School 1972 — 1975
Edward Jones August 1994 - Present
Prudential Securities January 1982 - July 1994
J. B. Hanauer & Co. April 1980 - December 1981
Skills
Investments, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service
Education
College for Financial Planning 1985 — 1987
Certified Financial Planner
Emory University 1975 — 1979
Bachelor of Science (B.S.), Biology
Millburn High School 1972 — 1975
Corey Skahill Corey Skahill's Edward Jones Experience May 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Education
Metropolitan State College of Denver 2001 — 2013
Colorado Mountain College
Edward Jones May 2010 - Present
Education
Metropolitan State College of Denver 2001 — 2013
Colorado Mountain College
Jackie Harbour Jackie Harbour's Edward Jones Experience October 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
UBS Financial Services, Inc. March 2006 - October 2014
Education
College of Southern Maryland 1999 — 2001
Edward Jones October 2014 - Present
UBS Financial Services, Inc. March 2006 - October 2014
Education
College of Southern Maryland 1999 — 2001
Zach Sheets, AAMS® Zach Sheets, AAMS®'s Edward Jones Experience November 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Regal Entertainment Group June 2009 - November 2011
Regal Entertainment Group June 1999 - June 2009
Regal Entertainment Group August 1998 - June 1999
Act III Theaters June 1990 - August 1998
Tom Moyer Luxury Theatres June 1988 - June 1990
Skills
Small Business, Series 7, Financial Services, Financial Analysis, Mutual Funds, Strategic Planning, Operations Management, Marketing, Wealth Management, New Business Development, Training, Employee Benefits, Executive Management, Team Leadership, Series 66, Asset Allocation, Life and Disability..., Asset Allocation..., Asset Protection..., Estate Considerations, Estate and Legacy..., Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Protection..., Wealth Preservation..., Wealth Transfer, Asset Strategies, Customer Service, Management, Leadership, Team Building, Event Planning, Social Media, Microsoft Office, Marketing Strategy, Social Media Marketing, Public Speaking, Sales, Event Management, Investments, Social Networking, Insurance, Public Relations, Advertising, Business Development, Sales Management, Life Insurance, Microsoft Excel
Education
College for Financial Planning 2015 — 2015
AAMS--Acredited Asset Management Specialist, Financial Planning and Services
Sandy Puc Seminar 2015 — 2015
Sales & Marketing Seminar with World Renown Photographer, Marketing and Sales, N/A
Doug Gordon Photography Studio Marketing and Sales 2014 — 2014
Day long seminar in Atlanta, GA., Marketing and Sales and Customer Habits, N/A
Southwestern Consulting 2012 — 2012
Seminar, Marketing & Sales, n/a
Portland State University 1999 — 1999
Certificate of completion, Lessons In Leadership, N/A
University of Washington 1984 — 1988
Electrical Engineering
Olympic College 1983 — 1985
Additional Studies, Business, Knowledge, Marketing
Olympic High School 1981 — 1984
High School Diploma, General Studies
Edward Jones November 2011 - Present
Regal Entertainment Group June 2009 - November 2011
Regal Entertainment Group June 1999 - June 2009
Regal Entertainment Group August 1998 - June 1999
Act III Theaters June 1990 - August 1998
Tom Moyer Luxury Theatres June 1988 - June 1990
Skills
Small Business, Series 7, Financial Services, Financial Analysis, Mutual Funds, Strategic Planning, Operations Management, Marketing, Wealth Management, New Business Development, Training, Employee Benefits, Executive Management, Team Leadership, Series 66, Asset Allocation, Life and Disability..., Asset Allocation..., Asset Protection..., Estate Considerations, Estate and Legacy..., Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Protection..., Wealth Preservation..., Wealth Transfer, Asset Strategies, Customer Service, Management, Leadership, Team Building, Event Planning, Social Media, Microsoft Office, Marketing Strategy, Social Media Marketing, Public Speaking, Sales, Event Management, Investments, Social Networking, Insurance, Public Relations, Advertising, Business Development, Sales Management, Life Insurance, Microsoft Excel
Education
College for Financial Planning 2015 — 2015
AAMS--Acredited Asset Management Specialist, Financial Planning and Services
Sandy Puc Seminar 2015 — 2015
Sales & Marketing Seminar with World Renown Photographer, Marketing and Sales, N/A
Doug Gordon Photography Studio Marketing and Sales 2014 — 2014
Day long seminar in Atlanta, GA., Marketing and Sales and Customer Habits, N/A
Southwestern Consulting 2012 — 2012
Seminar, Marketing & Sales, n/a
Portland State University 1999 — 1999
Certificate of completion, Lessons In Leadership, N/A
University of Washington 1984 — 1988
Electrical Engineering
Olympic College 1983 — 1985
Additional Studies, Business, Knowledge, Marketing
Olympic High School 1981 — 1984
High School Diploma, General Studies
Benjamin Koopman's Edward Jones Experience March 2011 - June 2011
Job Business Development at EiQ Networks
Industry Computer Software
Experience
EiQ Networks June 2015 - Present
Pennant Equity Partners May 2014 - September 2014
The Richmond Company May 2014 - July 2014
M/R Rockett Management July 2011 - August 2013
Edward Jones March 2011 - June 2011
Skills
Sales, Project Management, Business Analysis, Microsoft Excel, Real Estate Development, Finance, Investments, Market Research, Financial Analysis, Research, Microsoft Word, Data Analysis, Financial Modeling, Social Networking, Facebook, Leadership
Education
College of the Holy Cross 2011 — 2015
Bachelor's degree, Political Science and Government, concentration Economics
Marblehead High School 2008 — 2011
EiQ Networks June 2015 - Present
Pennant Equity Partners May 2014 - September 2014
The Richmond Company May 2014 - July 2014
M/R Rockett Management July 2011 - August 2013
Edward Jones March 2011 - June 2011
Skills
Sales, Project Management, Business Analysis, Microsoft Excel, Real Estate Development, Finance, Investments, Market Research, Financial Analysis, Research, Microsoft Word, Data Analysis, Financial Modeling, Social Networking, Facebook, Leadership
Education
College of the Holy Cross 2011 — 2015
Bachelor's degree, Political Science and Government, concentration Economics
Marblehead High School 2008 — 2011
Bri Gruwell's Edward Jones Experience March 2005 - October 2006
Job coowner at 970 Photo Booth Company
Industry Events Services
Experience
970 Photo Booth Company January 2012 - Present
DJ Ryan Griz Entertainment, LLC January 2006 - Present
The Tennis Center at Grand Junction October 2006 - May 2009
Edward Jones March 2005 - October 2006
Skills
Event Planning, Video, Weddings, Corporate Events, Marketing, Customer Service, Social Media, Event Management, Public Speaking, Social Media Marketing, Strategic Planning, Sales, Social Networking, Coaching, Marketing Strategy, Public Relations
Education
Mesa State College 2000 — 2005
Bachelor of Science, Kinesiology and Exercise Science
970 Photo Booth Company January 2012 - Present
DJ Ryan Griz Entertainment, LLC January 2006 - Present
The Tennis Center at Grand Junction October 2006 - May 2009
Edward Jones March 2005 - October 2006
Skills
Event Planning, Video, Weddings, Corporate Events, Marketing, Customer Service, Social Media, Event Management, Public Speaking, Social Media Marketing, Strategic Planning, Sales, Social Networking, Coaching, Marketing Strategy, Public Relations
Education
Mesa State College 2000 — 2005
Bachelor of Science, Kinesiology and Exercise Science
Matthew De Vries, CFP® Matthew De Vries, CFP®'s Edward Jones Experience June 2008 - Present
Job Certified Financial Planner at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2008 - Present
West Fargo High School August 2007 - June 2008
Kapaun Mt. Carmel Catholic High School August 2003 - June 2007
Newman University March 2006 - May 2007
Gehlen Catholic High Schools August 2002 - June 2003
Skills
Finance, Investments, Public Speaking, Coaching, Leadership, Non-profits, Debt Management
Education
College for Financial Planning 2012 — 2013
CFP® Certification Program
College for Financial Planning 2010 — 2010
AAMS®, Asset Management
Newman University 2004 — 2006
MBA, Entrepreneurship
Northwestern College 2000 — 2002
BA, Business Education
Viterbo University 1998 — 2000
n/a, Management/Marketing
Edward Jones June 2008 - Present
West Fargo High School August 2007 - June 2008
Kapaun Mt. Carmel Catholic High School August 2003 - June 2007
Newman University March 2006 - May 2007
Gehlen Catholic High Schools August 2002 - June 2003
Skills
Finance, Investments, Public Speaking, Coaching, Leadership, Non-profits, Debt Management
Education
College for Financial Planning 2012 — 2013
CFP® Certification Program
College for Financial Planning 2010 — 2010
AAMS®, Asset Management
Newman University 2004 — 2006
MBA, Entrepreneurship
Northwestern College 2000 — 2002
BA, Business Education
Viterbo University 1998 — 2000
n/a, Management/Marketing
Wayne Pratt Wayne Pratt's Edward Jones Experience November 1992 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1992 - Present
Education
College for Financial Planning 2010 — 2010
AAMS
Millsaps College 1991 — 1992
MBA, Business
Millsaps College 1984 — 1988
BA,, Psychology
Edward Jones November 1992 - Present
Education
College for Financial Planning 2010 — 2010
AAMS
Millsaps College 1991 — 1992
MBA, Business
Millsaps College 1984 — 1988
BA,, Psychology
Charles Huntsman Charles Huntsman's Edward Jones Experience September 2006 - February 2009
Job Owner at Brand Evolutions West
Industry Textiles
Experience
Brand Evolutions West March 2015 - Present
Colorado Ice Soccer Club November 2010 - Present
Colorado Ice Soccer Club August 2006 - Present
Tijra Apparel August 2001 - Present
Edward Jones September 2006 - February 2009
Skills
Customer Service, Marketing, Leadership, Investments, Public Relations, Sales, Public Speaking, Account Management, Team Building, Marketing Strategy, Sales Operations, Social Media, Event Planning, Event Management
Education
Colorado State University 2001 — 2005
BS, Business
Golden High School
Brand Evolutions West March 2015 - Present
Colorado Ice Soccer Club November 2010 - Present
Colorado Ice Soccer Club August 2006 - Present
Tijra Apparel August 2001 - Present
Edward Jones September 2006 - February 2009
Skills
Customer Service, Marketing, Leadership, Investments, Public Relations, Sales, Public Speaking, Account Management, Team Building, Marketing Strategy, Sales Operations, Social Media, Event Planning, Event Management
Education
Colorado State University 2001 — 2005
BS, Business
Golden High School
Kent Simmons Kent Simmons's Edward Jones Experience November 2005 - August 2006
Job Apple Store for Business Post Sales Care at Apple Inc.
Industry Information Technology and Services
Experience
Apple Inc. October 2010 - Present
Dell, Inc October 2006 - August 2009
Edward Jones November 2005 - August 2006
Texas Commission on Environmental Quality January 2002 - February 2005
Carter & Burgess, Inc October 1999 - October 2001
Texas Commission on Environmental Quality November 1993 - October 1999
US Army May 1983 - August 1993
Skills
Public Speaking, Customer Service, Project Management, Management, Contract Negotiation, Leadership, Direct Sales, Program Management, Strategic Partnerships
Education
Colorado School of Mines 1978 — 1983
Bachelor's degree, Civil Engineering
Apple Inc. October 2010 - Present
Dell, Inc October 2006 - August 2009
Edward Jones November 2005 - August 2006
Texas Commission on Environmental Quality January 2002 - February 2005
Carter & Burgess, Inc October 1999 - October 2001
Texas Commission on Environmental Quality November 1993 - October 1999
US Army May 1983 - August 1993
Skills
Public Speaking, Customer Service, Project Management, Management, Contract Negotiation, Leadership, Direct Sales, Program Management, Strategic Partnerships
Education
Colorado School of Mines 1978 — 1983
Bachelor's degree, Civil Engineering
Jay Duggan Jay Duggan's Edward Jones Experience May 2002 - June 2009
Job Major Gift Officer at University of Georgia
Industry Higher Education
Experience
University of Georgia March 2012 - Present
Michigan Farm Bureau May 2009 - August 2011
Edward Jones May 2002 - June 2009
Fifth Third Bank August 2000 - May 2002
Prudential Financial June 1999 - August 2000
Virginia Farm Bureau July 1996 - May 1999
Skills
Higher Education, Non-profits, Prospect Research, Philanthropy, Public Speaking, Teaching, Fundraising, Investment Advisory, Life Insurance, Property & Casualty..., Small Business, Nonprofits
Education
Regent University 1991 — 1999
Master of Arts (M.A.), Public Policy Analysis
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
College of Charleston 1986 — 1987
University of Georgia March 2012 - Present
Michigan Farm Bureau May 2009 - August 2011
Edward Jones May 2002 - June 2009
Fifth Third Bank August 2000 - May 2002
Prudential Financial June 1999 - August 2000
Virginia Farm Bureau July 1996 - May 1999
Skills
Higher Education, Non-profits, Prospect Research, Philanthropy, Public Speaking, Teaching, Fundraising, Investment Advisory, Life Insurance, Property & Casualty..., Small Business, Nonprofits
Education
Regent University 1991 — 1999
Master of Arts (M.A.), Public Policy Analysis
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
College of Charleston 1986 — 1987
Tim S. Koehl, CFP®'s Edward Jones Experience April 2003 - June 2008
Job Director of Financial Planning at Bernhardt Wealth Management
Industry Financial Services
Experience
Bernhardt Wealth Management March 2010 - Present
Charles Schwab September 2008 - February 2010
Edward Jones April 2003 - June 2008
Charles Schwab December 1996 - April 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Advisory, Estate Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Personal Finance, Asset Managment, Securities
Education
Georgetown University Center for Continuing and Professional Education 2007 — 2008
Certificate in Financial Planning, Core competencies in insurance, investing, taxation, retirement planning, and estate planning.
College for Financial Planning 2005 — 2006
AAMS®, Financial Planning
Miami University 1990 — 1994
BA, Geography, Emphasis on Economics and Urban & Regional Analysis
Bernhardt Wealth Management March 2010 - Present
Charles Schwab September 2008 - February 2010
Edward Jones April 2003 - June 2008
Charles Schwab December 1996 - April 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Advisory, Estate Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Personal Finance, Asset Managment, Securities
Education
Georgetown University Center for Continuing and Professional Education 2007 — 2008
Certificate in Financial Planning, Core competencies in insurance, investing, taxation, retirement planning, and estate planning.
College for Financial Planning 2005 — 2006
AAMS®, Financial Planning
Miami University 1990 — 1994
BA, Geography, Emphasis on Economics and Urban & Regional Analysis
Michelle L. Johnson Michelle L. Johnson's Edward Jones Experience June 2013 - Present
Job Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2013 - Present
McKesson April 2005 - December 2012
Mckesson February 1997 - April 2005
McKesson May 1994 - February 1997
Skills
Hospitals, Healthcare, Healthcare Information..., Management, Employee Benefits, Sales, Investments, Public Speaking, Strategic Planning
Education
Moody Bible Institute 2013 — 2016
Master's Degree, Bible/Biblical Studies
National Louis University 2003 — 2004
Bachelor's Degree, Health/Health Care Administration/Management
Robert Morris University - Illinois 2001 — 2002
Associate's Degree, Business Administration and Management, General
College of DuPage 1992 — 1993
Certified Nursing Assistant, Pre-Nursing Studies
Edward Jones June 2013 - Present
McKesson April 2005 - December 2012
Mckesson February 1997 - April 2005
McKesson May 1994 - February 1997
Skills
Hospitals, Healthcare, Healthcare Information..., Management, Employee Benefits, Sales, Investments, Public Speaking, Strategic Planning
Education
Moody Bible Institute 2013 — 2016
Master's Degree, Bible/Biblical Studies
National Louis University 2003 — 2004
Bachelor's Degree, Health/Health Care Administration/Management
Robert Morris University - Illinois 2001 — 2002
Associate's Degree, Business Administration and Management, General
College of DuPage 1992 — 1993
Certified Nursing Assistant, Pre-Nursing Studies
Robert Harlan, CFP® Robert Harlan, CFP®'s Edward Jones Experience January 2004 - December 2005
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA May 2006 - Present
Edward Jones January 2004 - December 2005
Teradyne March 1998 - January 2004
Applied Materials October 1995 - March 1998
Burgmann Industries March 1994 - October 1995
Education
College for Financial Planning 2005 — 2006
Certified Financial Planner
Texas A&M University 1988 — 1994
Mechanical Engineering, Finite element analysis, design, mechanics, corrosion
USAA May 2006 - Present
Edward Jones January 2004 - December 2005
Teradyne March 1998 - January 2004
Applied Materials October 1995 - March 1998
Burgmann Industries March 1994 - October 1995
Education
College for Financial Planning 2005 — 2006
Certified Financial Planner
Texas A&M University 1988 — 1994
Mechanical Engineering, Finite element analysis, design, mechanics, corrosion
Milton Payne Milton Payne's Edward Jones Experience March 2004 - August 2005
Job Experienced Financial Advisor and Talent Acquisition Manager helping individuals reach their goals.
Industry Financial Services
Experience
Thrivent Financial June 2009 - September 2015
TD Ameritrade October 2005 - April 2006
Edward Jones March 2004 - August 2005
US Army February 1990 - September 2004
US Army August 1981 - February 1990
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 66, Financial Services, Retirement Planning, Financial Advisory, Investments, Mutual Funds, Insurance, Life Insurance, Military Experience, Talent Management, Team Building, Leadership, Recruiting, Training, Talent Acquisition, Internet Recruiting, Sales, Sourcing, Applicant Tracking..., Marketing, Process Improvement, Building Relationships, Interviews, Management
Education
College for Financial Planning 2015 — 2015
Certified Retirement Planning Counselor (CRPC)
Frederick Community College 1994 — 1998
Associate of Arts (A.A.), General Studies, 3.8
University of Maryland College Park 1982 — 1983
Business, Management, Marketing, and Related Support Services
Thrivent Financial June 2009 - September 2015
TD Ameritrade October 2005 - April 2006
Edward Jones March 2004 - August 2005
US Army February 1990 - September 2004
US Army August 1981 - February 1990
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 66, Financial Services, Retirement Planning, Financial Advisory, Investments, Mutual Funds, Insurance, Life Insurance, Military Experience, Talent Management, Team Building, Leadership, Recruiting, Training, Talent Acquisition, Internet Recruiting, Sales, Sourcing, Applicant Tracking..., Marketing, Process Improvement, Building Relationships, Interviews, Management
Education
College for Financial Planning 2015 — 2015
Certified Retirement Planning Counselor (CRPC)
Frederick Community College 1994 — 1998
Associate of Arts (A.A.), General Studies, 3.8
University of Maryland College Park 1982 — 1983
Business, Management, Marketing, and Related Support Services
Mark Rutan, CFP Mark Rutan, CFP's Edward Jones Experience July 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1993 - Present
TRW June 1983 - June 1993
Deere and Co June 1979 - June 1983
Skills
Retirement Planning, Retirement Income..., Series 66, 401k Rollovers, Series 7, Uniform Combined State...
Education
College for Financial Planning
Certified Financial Planner, Investments and Securities, Estate Planning, Tax Planning, Retirement Planning
Purdue University
Bachelor of Science
Edward Jones July 1993 - Present
TRW June 1983 - June 1993
Deere and Co June 1979 - June 1983
Skills
Retirement Planning, Retirement Income..., Series 66, 401k Rollovers, Series 7, Uniform Combined State...
Education
College for Financial Planning
Certified Financial Planner, Investments and Securities, Estate Planning, Tax Planning, Retirement Planning
Purdue University
Bachelor of Science
J.P. Mackay, CFP® J.P. Mackay, CFP®'s Edward Jones Experience August 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
University of Tennessee August 2015 - Present
Knoxville Ice September 2014 - Present
Edward Jones August 2013 - Present
MetLife Securities, Inc. August 2012 - August 2013
SunTrust Bank October 2011 - August 2012
SunTrust Bank March 2008 - September 2011
SunTrust Bank March 2007 - March 2008
SunTrust Bank October 2004 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Finance, Relationship Management, Certified Financial..., Retirement Planning, Financial Advisory, Estate Planning, Management, Financial Planning, Financial Analysis, Insurance, Retirement
Education
College for Financial Planning 2010 — 2013
Masters
UC Berkeley 2011 — 2012
Middle Tennessee State University 1997 — 2001
Bachelor of Science
University of Tennessee August 2015 - Present
Knoxville Ice September 2014 - Present
Edward Jones August 2013 - Present
MetLife Securities, Inc. August 2012 - August 2013
SunTrust Bank October 2011 - August 2012
SunTrust Bank March 2008 - September 2011
SunTrust Bank March 2007 - March 2008
SunTrust Bank October 2004 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Finance, Relationship Management, Certified Financial..., Retirement Planning, Financial Advisory, Estate Planning, Management, Financial Planning, Financial Analysis, Insurance, Retirement
Education
College for Financial Planning 2010 — 2013
Masters
UC Berkeley 2011 — 2012
Middle Tennessee State University 1997 — 2001
Bachelor of Science
Kevin Messing Kevin Messing's Edward Jones Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2009 - Present
A. G. Edwards/ Wells Fargo Advisors June 2006 - June 2009
Education
College for Financial Planning 2006 — 2006
Accreditied Asset Management Specialist, Financial Planning and Services
Northwood University 1982 — 1985
Bachelor Of Business Administration
Edward Jones July 2009 - Present
A. G. Edwards/ Wells Fargo Advisors June 2006 - June 2009
Education
College for Financial Planning 2006 — 2006
Accreditied Asset Management Specialist, Financial Planning and Services
Northwood University 1982 — 1985
Bachelor Of Business Administration
Stu Fisher Stu Fisher's Edward Jones Experience March 1997 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1997 - Present
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Series 7, Financial Analysis, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Retirement, Securities, Uniform Combined State..., 401k, Estate Planning, Asset Management, Investments, IRAs, Financial Planning
Education
College for Financial Planning 2010 — 2012
Master's degree, Personal Financial Planning
The University of Virginia's College at Wise 1989 — 1993
Bachelor's degree, Accounting
Edward Jones March 1997 - Present
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Series 7, Financial Analysis, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Retirement, Securities, Uniform Combined State..., 401k, Estate Planning, Asset Management, Investments, IRAs, Financial Planning
Education
College for Financial Planning 2010 — 2012
Master's degree, Personal Financial Planning
The University of Virginia's College at Wise 1989 — 1993
Bachelor's degree, Accounting
Abby Templeton Abby Templeton's Edward Jones Experience 2009 - 2011
Job Paralegal
Industry Legal Services
Experience
Towers Watson 2011 - Present
Edward Jones 2009 - 2011
Morgan Stanley Smith Barney April 2008 - November 2009
Skills
Time Management, Accounts Payable, Budget, Auditing, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Social Media, Budgets
Education
College of Charleston 2005 — 2009
B.S., Business Administration
Towers Watson 2011 - Present
Edward Jones 2009 - 2011
Morgan Stanley Smith Barney April 2008 - November 2009
Skills
Time Management, Accounts Payable, Budget, Auditing, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Social Media, Budgets
Education
College of Charleston 2005 — 2009
B.S., Business Administration
Mike Baker Mike Baker's Edward Jones Experience September 2013 - March 2015
Job Seasons Financial Group Investments 401k Retirement IRA Roth
Industry Financial Services
Experience
Seasons Financial Group March 2015 - Present
Edward Jones September 2013 - March 2015
DENTSPLY International July 2010 - September 2013
HILTI INC December 2002 - May 2010
BENEFICIAL FINANCE CO January 2001 - January 2002
TAX AND ACCOUNTING SOFTWARE CO. January 2000 - January 2001
CHAMPION HOME BUILDERS CO January 1994 - January 2000
Skills
Team Building, Strategy, SAP, Training, Management, Access, Customer Service, Sales, Project Management, Strategic Planning, Leadership, Sales Management, Microsoft Office, Public Speaking, Marketing, Marketing Strategy, Social Media
Education
San Francisco State University 1990 — 1993
Bachelor’s Degree, Speech and Communication
College of San Mateo 1988 — 1990
Skyline College 1987 — 1990
Seasons Financial Group March 2015 - Present
Edward Jones September 2013 - March 2015
DENTSPLY International July 2010 - September 2013
HILTI INC December 2002 - May 2010
BENEFICIAL FINANCE CO January 2001 - January 2002
TAX AND ACCOUNTING SOFTWARE CO. January 2000 - January 2001
CHAMPION HOME BUILDERS CO January 1994 - January 2000
Skills
Team Building, Strategy, SAP, Training, Management, Access, Customer Service, Sales, Project Management, Strategic Planning, Leadership, Sales Management, Microsoft Office, Public Speaking, Marketing, Marketing Strategy, Social Media
Education
San Francisco State University 1990 — 1993
Bachelor’s Degree, Speech and Communication
College of San Mateo 1988 — 1990
Skyline College 1987 — 1990
Don Hicks Don Hicks's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
Colorado Christian University
M.B.A., Organizational Leadership
Wayland Baptist University
B.S.O.E. Aviation, Aviation
Edward Jones
Education
Colorado Christian University
M.B.A., Organizational Leadership
Wayland Baptist University
B.S.O.E. Aviation, Aviation
Tim Lundgren's Edward Jones Experience May 2007 - May 2008
Job
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
US Bancorp May 2008 - December 2009
Edward Jones May 2007 - May 2008
Jackson Financial Services December 1996 - December 2006
PHH Mortgage Services August 1995 - December 1996
Merrill Lynch May 1994 - September 1994
Education
Colorado State University 1988 — 1995
BA
Grand Junction High School 1985 — 1987
TIAA-CREF November 2010 - Present
US Bancorp May 2008 - December 2009
Edward Jones May 2007 - May 2008
Jackson Financial Services December 1996 - December 2006
PHH Mortgage Services August 1995 - December 1996
Merrill Lynch May 1994 - September 1994
Education
Colorado State University 1988 — 1995
BA
Grand Junction High School 1985 — 1987
Louis Tick's Edward Jones Experience August 1998 - Present
Job Finacial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1998 - Present
Skills
Series 7, Investments, Mutual Funds, Risk Management, Finance, Budgets, Financial Analysis, Financial Advisory, Public Speaking, Process Improvement, Insurance, Portfolio Management, Asset Managment, Fixed Income, Equities, Asset Management
Education
College of Charleston 1993 — 1998
Edward Jones August 1998 - Present
Skills
Series 7, Investments, Mutual Funds, Risk Management, Finance, Budgets, Financial Analysis, Financial Advisory, Public Speaking, Process Improvement, Insurance, Portfolio Management, Asset Managment, Fixed Income, Equities, Asset Management
Education
College of Charleston 1993 — 1998
Denise Tricomi's Edward Jones Experience 2004 - 2005
Job Temporary work at unavailable
Industry Financial Services
Experience
Unemployed August 2009 - Present
unavailable August 2009 - Present
MoneyGram International September 2005 - July 2009
Edward Jones 2004 - 2005
Hammes Company 2003 - 2003
Education
Colorado State University 1995 — 2000
Arvada West 1991 — 1995
Unemployed August 2009 - Present
unavailable August 2009 - Present
MoneyGram International September 2005 - July 2009
Edward Jones 2004 - 2005
Hammes Company 2003 - 2003
Education
Colorado State University 1995 — 2000
Arvada West 1991 — 1995
Brandon Norwood's Edward Jones Experience April 2014 - August 2014
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Edward Jones April 2014 - August 2014
Fidelity Investments September 2012 - April 2014
Finish Line 2009 - 2012
Skills
Customer Service, Microsoft Office, Employee Relations, Human Resources, Training, Microsoft Excel, Recruiting, Key Person Insurance, Licensed Life Insurance..., Education Funding..., Lifetime Income..., Life Insurance..., Personal Finance, Relationship Management, Buy-sell Agreements, Customer Relations, Gifting Strategies, Business Insurance..., Retirement Planning
Education
College of Charleston 2001 — 2005
B.A., Communication major, Criminal Justice and Sociology minors
Leesville High
New York Life Insurance Company August 2014 - Present
Edward Jones April 2014 - August 2014
Fidelity Investments September 2012 - April 2014
Finish Line 2009 - 2012
Skills
Customer Service, Microsoft Office, Employee Relations, Human Resources, Training, Microsoft Excel, Recruiting, Key Person Insurance, Licensed Life Insurance..., Education Funding..., Lifetime Income..., Life Insurance..., Personal Finance, Relationship Management, Buy-sell Agreements, Customer Relations, Gifting Strategies, Business Insurance..., Retirement Planning
Education
College of Charleston 2001 — 2005
B.A., Communication major, Criminal Justice and Sociology minors
Leesville High
Nate Barns's Edward Jones Experience 2008 - Present
Job Financial Advisor CFP at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
IBM June 2006 - May 2008
Northwestern Mutual August 2005 - April 2006
Skills
Certified Financial..., Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Strategies, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Uniform Combined State..., Customer Service, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investment Advisory
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Oklahoma State University
BS, Finance
Edward Jones 2008 - Present
IBM June 2006 - May 2008
Northwestern Mutual August 2005 - April 2006
Skills
Certified Financial..., Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Strategies, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Uniform Combined State..., Customer Service, Finance, Financial Analysis, Financial Planning, Fixed Annuities, Investment Advisory
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Oklahoma State University
BS, Finance
Leslie Buderus's Edward Jones Experience 2007 - 2008
Job Corporate Recruiter/Talent Acquisition at TransFirst
Industry Education Management
Experience
TransFirst June 2015 - Present
Corinthian Colleges April 2010 - June 2015
At-Tech/AppleOne March 2009 - December 2009
Extended Presence 2008 - 2009
Edward Jones 2007 - 2008
AppleOne October 2005 - June 2007
Leanin Tree January 2001 - October 2005
PBI 1998 - 2000
Skills
Talent Acquisition, Staff Development, Account Management, Recruiting, Mock Interviews, Cover Letters, Sales, College Recruiting, Team Building, Training, Management, Customer Service, Resume Writing, Career Counseling, Temporary Placement, Staffing Services, Sales Operations, Leadership, Applicant Tracking..., Cold Calling, Business Development, Employee Relations, B2B, Strategic Planning, Interviews, Contract Recruitment, New Business Development, Sales Management, Lead Generation, Customer Satisfaction, Corporate Recruiting, Databases, Behavioral Interviewing, Business Process Design, Process Implementation
Education
Colorado Christian University 2012 — 2015
Associate Degree
TransFirst June 2015 - Present
Corinthian Colleges April 2010 - June 2015
At-Tech/AppleOne March 2009 - December 2009
Extended Presence 2008 - 2009
Edward Jones 2007 - 2008
AppleOne October 2005 - June 2007
Leanin Tree January 2001 - October 2005
PBI 1998 - 2000
Skills
Talent Acquisition, Staff Development, Account Management, Recruiting, Mock Interviews, Cover Letters, Sales, College Recruiting, Team Building, Training, Management, Customer Service, Resume Writing, Career Counseling, Temporary Placement, Staffing Services, Sales Operations, Leadership, Applicant Tracking..., Cold Calling, Business Development, Employee Relations, B2B, Strategic Planning, Interviews, Contract Recruitment, New Business Development, Sales Management, Lead Generation, Customer Satisfaction, Corporate Recruiting, Databases, Behavioral Interviewing, Business Process Design, Process Implementation
Education
Colorado Christian University 2012 — 2015
Associate Degree
Pete Neelon's Edward Jones Experience August 2000 - Present
Job financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones August 2000 - Present
Sysco June 1985 - July 2000
Skills
Employee Benefits, Options, RRSP, Retirement Planning, Institutional Sales, Finance, Wealth Management, Series 7, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Strategic Planning, Portfolio Management, IRAs, Fixed Annuities, 401k Rollovers, Financial Planning
Education
College for Financial Planning 2006 — 2007
CFP, Certified Financial Planner
University of Southern Maine 1975 — 1979
BS, Business Administration
University of Southern Maine 1975 — 1979
Bachelor's Degree, Business Administration and Management, General
Edward Jones August 2000 - Present
Sysco June 1985 - July 2000
Skills
Employee Benefits, Options, RRSP, Retirement Planning, Institutional Sales, Finance, Wealth Management, Series 7, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Strategic Planning, Portfolio Management, IRAs, Fixed Annuities, 401k Rollovers, Financial Planning
Education
College for Financial Planning 2006 — 2007
CFP, Certified Financial Planner
University of Southern Maine 1975 — 1979
BS, Business Administration
University of Southern Maine 1975 — 1979
Bachelor's Degree, Business Administration and Management, General
James Willen's Edward Jones Experience September 2006 - November 2007
Job SVS Project Manager at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems March 2012 - Present
Premiere Communications @ Cisco Systems May 2010 - April 2012
Premiere Communications @ Cisco Systems November 2007 - May 2010
Edward Jones September 2006 - November 2007
Shepherd University May 2005 - August 2006
Washington College August 2002 - May 2005
Union College (KY) August 2001 - May 2002
Skills
Coaching, Mentoring, Leadership Development, Microsoft Office, Leadership, Analysis, Project Management, Budgets, Data Center, Troubleshooting, Networking, Wireless, Recruiting
Education
Washington College 2002 — 2005
MA, Psychology
Wilmington University 1996 — 1998
BS, Business Management
College of Southern Maryland 1992 — 1995
AA, Business Administration/ Accounting
Cisco Systems March 2012 - Present
Premiere Communications @ Cisco Systems May 2010 - April 2012
Premiere Communications @ Cisco Systems November 2007 - May 2010
Edward Jones September 2006 - November 2007
Shepherd University May 2005 - August 2006
Washington College August 2002 - May 2005
Union College (KY) August 2001 - May 2002
Skills
Coaching, Mentoring, Leadership Development, Microsoft Office, Leadership, Analysis, Project Management, Budgets, Data Center, Troubleshooting, Networking, Wireless, Recruiting
Education
Washington College 2002 — 2005
MA, Psychology
Wilmington University 1996 — 1998
BS, Business Management
College of Southern Maryland 1992 — 1995
AA, Business Administration/ Accounting
Paula Hinson's Edward Jones Experience May 2001 - June 2006
Job Office Manager at KimleyHorn and Associates, Inc.
Industry Civil Engineering
Experience
Kimley-Horn and Associates, Inc. September 2006 - Present
Kelly Services June 2006 - October 2006
Edward Jones May 2001 - June 2006
Nortel Networks August 1998 - March 2001
The Texas A&M University System-Risk Management and Safety May 1995 - July 1998
Emergency Services Training Institute May 1992 - May 1998
Education
Collin County Community College
Paralegal
Kimley-Horn and Associates, Inc. September 2006 - Present
Kelly Services June 2006 - October 2006
Edward Jones May 2001 - June 2006
Nortel Networks August 1998 - March 2001
The Texas A&M University System-Risk Management and Safety May 1995 - July 1998
Emergency Services Training Institute May 1992 - May 1998
Education
Collin County Community College
Paralegal
Adam N. Kirchhoff's Edward Jones Experience February 2006 - August 2008
Job EMTParamedic
Industry Hospital & Health Care
Experience
Edward Ambulance Services April 2015 - Present
First Care Ambulance August 2012 - April 2015
Cellular Advantage, Inc. October 2010 - July 2011
Fifth Third Bank / Fifth Third Securities September 2008 - September 2010
Edward Jones February 2006 - August 2008
Skills
Sales, Microsoft Office, Sales Management, Retail, Consumer Lending, Customer Satisfaction, Windows, Financial Advisory, Investment Advisory, Banking, Finance, Investments, Team Leadership, Training, Team Building, Emergency Medical, Conflict Resolution, Problem Solving, Communication, Writing, Microsoft Access, Microsoft Outlook, Microsoft Windows, EMS, Healthcare, BLS, ACLS, PALS, PHTLS
Education
Edward Hospital EMS / COD 2012 — 2013
National Certification, Emergency Medical Technology/Technician (EMT Paramedic)
Neuqua Valley High School 1996 — 2000
College of DuPage
Fire Sciences / Emergency Medicine
Edward Ambulance Services April 2015 - Present
First Care Ambulance August 2012 - April 2015
Cellular Advantage, Inc. October 2010 - July 2011
Fifth Third Bank / Fifth Third Securities September 2008 - September 2010
Edward Jones February 2006 - August 2008
Skills
Sales, Microsoft Office, Sales Management, Retail, Consumer Lending, Customer Satisfaction, Windows, Financial Advisory, Investment Advisory, Banking, Finance, Investments, Team Leadership, Training, Team Building, Emergency Medical, Conflict Resolution, Problem Solving, Communication, Writing, Microsoft Access, Microsoft Outlook, Microsoft Windows, EMS, Healthcare, BLS, ACLS, PALS, PHTLS
Education
Edward Hospital EMS / COD 2012 — 2013
National Certification, Emergency Medical Technology/Technician (EMT Paramedic)
Neuqua Valley High School 1996 — 2000
College of DuPage
Fire Sciences / Emergency Medicine
Paul Felsch's Edward Jones Experience December 2013 - Present
Job Associate Compliance Counsel at Edward Jones
Industry Legal Services
Experience
Edward Jones December 2013 - Present
Edward Jones July 2012 - November 2013
Edward Jones June 2010 - July 2012
Missouri Department of Revenue November 2009 - June 2010
Missouri Department of Economic Development January 2009 - November 2009
Missouri Attorney General's Office August 2007 - January 2009
Skills
Securities, Series 7, Legal Research, FINRA, Securities Regulation, Due Diligence, Mutual Funds, Series 24, Administrative Law, Investment Advisory, Legal Writing, Legal Advice, Regulatory Compliance, Investment Company Act, Investment Advisers Act
Education
University of Southern Maine 2005 — 2008
Master of Fine Arts (MFA), Creative Writing
University of Missouri-Columbia 2004 — 2007
Doctor of Law (J.D.)
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), English
St. Louis University High School 1996 — 2000
Edward Jones December 2013 - Present
Edward Jones July 2012 - November 2013
Edward Jones June 2010 - July 2012
Missouri Department of Revenue November 2009 - June 2010
Missouri Department of Economic Development January 2009 - November 2009
Missouri Attorney General's Office August 2007 - January 2009
Skills
Securities, Series 7, Legal Research, FINRA, Securities Regulation, Due Diligence, Mutual Funds, Series 24, Administrative Law, Investment Advisory, Legal Writing, Legal Advice, Regulatory Compliance, Investment Company Act, Investment Advisers Act
Education
University of Southern Maine 2005 — 2008
Master of Fine Arts (MFA), Creative Writing
University of Missouri-Columbia 2004 — 2007
Doctor of Law (J.D.)
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), English
St. Louis University High School 1996 — 2000
Joseph Simonis's Edward Jones Experience July 2014 - Present
Job Sr. Data Scientist at Edward Jones
Industry Aviation & Aerospace
Experience
Edward Jones July 2014 - Present
St. Louis University - Parks College of Engineering, Aviation and Technology August 2014 - December 2014
The Boeing Company September 2006 - July 2014
St. Louis University - Parks College of Engineering, Aviation and Technology August 2013 - December 2013
Sandia National Laboratories May 2005 - August 2005
Skills
Python, C, C, Matlab, Fortran, LaTeX, Programming, Scientific Computing, Applied Mathematics, Numerical Simulation, High Performance..., Optimization, Perl, CFD, Numerical Analysis, Algorithms, C++, Mathematical Modeling, R, Modeling, Unix, Image Processing, Physics, Simulations, Java, Analysis, Statistical Modeling, Data Mining, Linux, Statistics, Monte Carlo Simulation
Education
Worcester Polytechnic Institute 2003 — 2006
Ph.D., Mathematics
Worcester Polytechnic Institute 2001 — 2003
MS, Applied Mathematics
College of the Holy Cross 1997 — 2001
BA, Mathematics
Marianapolis Prep
Edward Jones July 2014 - Present
St. Louis University - Parks College of Engineering, Aviation and Technology August 2014 - December 2014
The Boeing Company September 2006 - July 2014
St. Louis University - Parks College of Engineering, Aviation and Technology August 2013 - December 2013
Sandia National Laboratories May 2005 - August 2005
Skills
Python, C, C, Matlab, Fortran, LaTeX, Programming, Scientific Computing, Applied Mathematics, Numerical Simulation, High Performance..., Optimization, Perl, CFD, Numerical Analysis, Algorithms, C++, Mathematical Modeling, R, Modeling, Unix, Image Processing, Physics, Simulations, Java, Analysis, Statistical Modeling, Data Mining, Linux, Statistics, Monte Carlo Simulation
Education
Worcester Polytechnic Institute 2003 — 2006
Ph.D., Mathematics
Worcester Polytechnic Institute 2001 — 2003
MS, Applied Mathematics
College of the Holy Cross 1997 — 2001
BA, Mathematics
Marianapolis Prep
Kendall Flock's Edward Jones Experience September 2008 - December 2010
Job Copywriter & Marketing Consultant at Rooted ID
Industry Marketing and Advertising
Experience
Rooted ID August 2012 - Present
EcoHealth & Wellness February 2011 - August 2012
Copper Penny October 2009 - May 2012
Edward Jones September 2008 - December 2010
Starbucks Coffee Company May 2008 - September 2008
Medical Review Service May 2007 - July 2007
Skills
Marketing Consulting, Marketing, Advertising, Public Relations, Office Administration, Customer Service, Editing, Copywriting, Email Marketing, Time Management, Calendars, Webmaster Services, Marketing Copy, WordPress, Conversational German, Writing, Squarespace, Website Management, Website Copy, Account Management, Project Management, Blogging
Education
College of Charleston 2004 — 2008
BS, Business Administration
Marion High School 2000 — 2004
High School Diploma of Excellence
Rooted ID August 2012 - Present
EcoHealth & Wellness February 2011 - August 2012
Copper Penny October 2009 - May 2012
Edward Jones September 2008 - December 2010
Starbucks Coffee Company May 2008 - September 2008
Medical Review Service May 2007 - July 2007
Skills
Marketing Consulting, Marketing, Advertising, Public Relations, Office Administration, Customer Service, Editing, Copywriting, Email Marketing, Time Management, Calendars, Webmaster Services, Marketing Copy, WordPress, Conversational German, Writing, Squarespace, Website Management, Website Copy, Account Management, Project Management, Blogging
Education
College of Charleston 2004 — 2008
BS, Business Administration
Marion High School 2000 — 2004
High School Diploma of Excellence
David Cubbage's Edward Jones Experience November 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2009 - Present
Albertsons, LLC November 1990 - October 2009
Education
Colorado State University 1991 — 1995
Bachelors of Science, Business Administration - Concentration in Marketing
Edward Jones November 2009 - Present
Albertsons, LLC November 1990 - October 2009
Education
Colorado State University 1991 — 1995
Bachelors of Science, Business Administration - Concentration in Marketing
Neil Glickman AAMS's Edward Jones Experience January 2003 - September 2010
Job Independent Financial Advisor
Industry Financial Services
Experience
Neil J Glickman & Associates Inc January 2011 - Present
Edward Jones January 2003 - September 2010
Prudential Insurance, John Hancock and Met Life March 1980 - October 2000
Skills
Financial Planning, Insurance, Pensions, Retirement Planning, Retirement, Protection, Estate Planning, Wealth Management, Securities, Wealth, Inheritance Tax Planning, Portfolio Management, Savings, Asset, Asset Management, Investments, Accredited Asset..., Strategic Financial..., Financial Planners, Disability Insurance, Life Insurance, IRAs, Finance, Fixed Annuities, Series 7, Mutual Funds, Financial Services, Financial Advisory, Series 63, Risk Management, 401k, Series 65, Long Term Care Insurance, Series 6, Long-term Care, Investment Advisory, Asset Allocation, Customer Service, Strategic Planning
Education
College for Financial Planning 2004 — 2005
Northern Illinois University 1971 — 1974
East Main Junior High 1965 — 1967
Neil J Glickman & Associates Inc January 2011 - Present
Edward Jones January 2003 - September 2010
Prudential Insurance, John Hancock and Met Life March 1980 - October 2000
Skills
Financial Planning, Insurance, Pensions, Retirement Planning, Retirement, Protection, Estate Planning, Wealth Management, Securities, Wealth, Inheritance Tax Planning, Portfolio Management, Savings, Asset, Asset Management, Investments, Accredited Asset..., Strategic Financial..., Financial Planners, Disability Insurance, Life Insurance, IRAs, Finance, Fixed Annuities, Series 7, Mutual Funds, Financial Services, Financial Advisory, Series 63, Risk Management, 401k, Series 65, Long Term Care Insurance, Series 6, Long-term Care, Investment Advisory, Asset Allocation, Customer Service, Strategic Planning
Education
College for Financial Planning 2004 — 2005
Northern Illinois University 1971 — 1974
East Main Junior High 1965 — 1967
Ayse Ozkaya's Edward Jones Experience 2007 - 2012
Job Realtor at Prudential Connecticut Realty
Industry Real Estate
Experience
Coldwell Banker & Calabro Associates December 2012 - Present
Edward Jones 2007 - 2012
Skills
Uniform Combined State..., Direct Sales, Microsoft Office, Graphic Design, Sales, Marketing, Negotiation, Email Marketing, Social Media Marketing, Advertising, Online Marketing, Marketing Strategy, Selling, Strategic Planning, PowerPoint, Event Planning, Residential Homes, Training, Event Management, Management, Social Media, New Business Development, Social Networking, Cold Calling, Leadership, Account Management, Public Speaking, Contract Negotiation, Marketing Communications, SEO, Direct Marketing, Brand Development, Coaching, First Time Home Buyers, Microsoft Word, Team Building
Education
Collins College 2008 — 2009
Associate of Arts (AA), Graphic Design
Enlisches Institut/ Heidelberg, Germany 1990 — 1992
Translator, English Translation
Coldwell Banker & Calabro Associates December 2012 - Present
Edward Jones 2007 - 2012
Skills
Uniform Combined State..., Direct Sales, Microsoft Office, Graphic Design, Sales, Marketing, Negotiation, Email Marketing, Social Media Marketing, Advertising, Online Marketing, Marketing Strategy, Selling, Strategic Planning, PowerPoint, Event Planning, Residential Homes, Training, Event Management, Management, Social Media, New Business Development, Social Networking, Cold Calling, Leadership, Account Management, Public Speaking, Contract Negotiation, Marketing Communications, SEO, Direct Marketing, Brand Development, Coaching, First Time Home Buyers, Microsoft Word, Team Building
Education
Collins College 2008 — 2009
Associate of Arts (AA), Graphic Design
Enlisches Institut/ Heidelberg, Germany 1990 — 1992
Translator, English Translation
Samuel D. Baez, AAMS, CRPC's Edward Jones Experience November 2009 - November 2011
Job Senior Advisor at Key Financial, Inc.
Industry Financial Services
Experience
Key Financial, Inc. December 2011 - Present
Edward Jones November 2009 - November 2011
First Financial Group / MassMutual 2009 - 2009
Skills
Retirement Planning, Series 7, 401k Rollovers, Saving for Education, Wealth Management, Financial Analysis, Financial Reporting, Financial Management, Retirement Income..., Retirement Solutions, Income Protection, College Savings Plans, IRA Rollovers, IRA's, Roth IRA, Business Analysis, IRAs, Retirement
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business, Financial Planning and Services
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Key Financial, Inc. December 2011 - Present
Edward Jones November 2009 - November 2011
First Financial Group / MassMutual 2009 - 2009
Skills
Retirement Planning, Series 7, 401k Rollovers, Saving for Education, Wealth Management, Financial Analysis, Financial Reporting, Financial Management, Retirement Income..., Retirement Solutions, Income Protection, College Savings Plans, IRA Rollovers, IRA's, Roth IRA, Business Analysis, IRAs, Retirement
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business, Financial Planning and Services
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Amanda DeLong's Edward Jones Experience April 2014 - January 2015
Job Experienced Human Resources Manager
Industry Human Resources
Experience
Edward Jones April 2014 - January 2015
American Family Insurance March 2011 - April 2014
City of Freeport November 2006 - October 2009
Skills
Employee Relations, Employee Benefits, Personnel Management, Benefits Administration, Onboarding, HRIS, New Hire Orientations, FMLA, Recruiting, Human Resources, Talent Acquisition, HR Policies, Deferred Compensation, Payroll, Performance Management, COBRA, ADP Payroll, Employee Handbooks, Employee Engagement, Talent Management, Property & Casualty..., Life Insurance, Commercial Insurance, Customer Service
Education
Columbia College 2004 — 2006
B.S., Human Resource Management
College of DuPage 2000 — 2001
A.A., General
Edward Jones April 2014 - January 2015
American Family Insurance March 2011 - April 2014
City of Freeport November 2006 - October 2009
Skills
Employee Relations, Employee Benefits, Personnel Management, Benefits Administration, Onboarding, HRIS, New Hire Orientations, FMLA, Recruiting, Human Resources, Talent Acquisition, HR Policies, Deferred Compensation, Payroll, Performance Management, COBRA, ADP Payroll, Employee Handbooks, Employee Engagement, Talent Management, Property & Casualty..., Life Insurance, Commercial Insurance, Customer Service
Education
Columbia College 2004 — 2006
B.S., Human Resource Management
College of DuPage 2000 — 2001
A.A., General
Jill Buttermore's Edward Jones Experience January 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Beaudin Ganze Consulting Engineers January 2000 - January 2011
Skills
Business Development, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Proposal Writing, Strategic Planning, Marketing, Project Management, Social Media, Project Planning
Education
Colorado Mountain College 1981 — 1982
BS, Secretarial Sciences
Colorado State University-Pueblo 1979 — 1981
Sciences
Edward Jones January 2011 - Present
Beaudin Ganze Consulting Engineers January 2000 - January 2011
Skills
Business Development, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Proposal Writing, Strategic Planning, Marketing, Project Management, Social Media, Project Planning
Education
Colorado Mountain College 1981 — 1982
BS, Secretarial Sciences
Colorado State University-Pueblo 1979 — 1981
Sciences
Vicky Merritt's Edward Jones Experience November 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2006 - Present
Lhoist 2004 - 2006
Datatronics Romoland Inc. 2003 - 2005
Electro Componentes Mexicana 1987 - 2002
Skills
Strategic Planning, Customer Service, Insurance, Investments, Retirement Planning, Business Planning, Wealth Management, Series 7, Mutual Funds, Retirement, Budgets, Strategic Financial..., Microsoft Word, Financial Planning, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Budgeting, Spanish, Microsoft Office, Word, PowerPoint, Investment Strategies, Risk Management, IRAs, Investment Advisory
Education
The American College 2012 — 2016
ChFC, Chartered Financial Planning
College for Financial Planning 2011 — 2011
AAMS, Asset Management
Cochise College
ABus, Business
Edward Jones November 2006 - Present
Lhoist 2004 - 2006
Datatronics Romoland Inc. 2003 - 2005
Electro Componentes Mexicana 1987 - 2002
Skills
Strategic Planning, Customer Service, Insurance, Investments, Retirement Planning, Business Planning, Wealth Management, Series 7, Mutual Funds, Retirement, Budgets, Strategic Financial..., Microsoft Word, Financial Planning, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Budgeting, Spanish, Microsoft Office, Word, PowerPoint, Investment Strategies, Risk Management, IRAs, Investment Advisory
Education
The American College 2012 — 2016
ChFC, Chartered Financial Planning
College for Financial Planning 2011 — 2011
AAMS, Asset Management
Cochise College
ABus, Business
Christy Gresham, PHR, SHRM-CP's Edward Jones Experience 2010 - September 2011
Job Section Manager, Benefits at TX Tech University Health Sciences Center
Industry Financial Services
Experience
TX Tech University Health Sciences Center September 2011 - Present
Edward Jones 2010 - September 2011
University Medical Center of Lubbock, TX December 2000 - May 2010
Skills
Budgets, Managed Care, Contract Negotiation, Employee Benefits, Human Resources, Financial Advising..., Project Management, Insurance, Health Insurance, Finance, Investments, Healthcare, Employee Relations, Strategic Planning, Team Building, Benefits Administration, Accounting, Microsoft Office, Financial Analysis, Event Planning, New Hire Orientations
Education
Society of Human Resource Management
SHRM-CP
HR Certification Institute
Professional in Human Resources (PHR)
Texas Tech University 2012 — 2012
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
University of Central Oklahoma - College of Business Administration
BBA, Finance/Insurance
Oklahoma State University
Accounting/Finance
TX Tech University Health Sciences Center September 2011 - Present
Edward Jones 2010 - September 2011
University Medical Center of Lubbock, TX December 2000 - May 2010
Skills
Budgets, Managed Care, Contract Negotiation, Employee Benefits, Human Resources, Financial Advising..., Project Management, Insurance, Health Insurance, Finance, Investments, Healthcare, Employee Relations, Strategic Planning, Team Building, Benefits Administration, Accounting, Microsoft Office, Financial Analysis, Event Planning, New Hire Orientations
Education
Society of Human Resource Management
SHRM-CP
HR Certification Institute
Professional in Human Resources (PHR)
Texas Tech University 2012 — 2012
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
University of Central Oklahoma - College of Business Administration
BBA, Finance/Insurance
Oklahoma State University
Accounting/Finance
Anna Nichols's Edward Jones Experience June 2010 - August 2010
Job Bursar at Colorado Mesa University
Industry Financial Services
Experience
Colorado Mesa University February 2012 - Present
Mesa County Physicians Independent Practice Association August 2010 - February 2012
Edward Jones June 2010 - August 2010
Education
Colorado Mesa University 2010 — 2013
Master of Business Administration (MBA)
Mesa State College 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Colorado Mesa University February 2012 - Present
Mesa County Physicians Independent Practice Association August 2010 - February 2012
Edward Jones June 2010 - August 2010
Education
Colorado Mesa University 2010 — 2013
Master of Business Administration (MBA)
Mesa State College 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Christina Ross's Edward Jones Experience 2013 - 2014
Job Marketing Director
Industry Marketing and Advertising
Experience
Interstate Restoration Group December 2011 - Present
Edward Jones 2013 - 2014
Leopard/OgilvyOne January 2006 - September 2010
Penton Media January 2002 - January 2006
Mile High Promotions October 2001 - March 2002
Fineline Signs and Graphics May 2001 - August 2001
Gymboree May 2000 - May 2001
Skills
Email Marketing, Lead Generation, CRM, Marketing Communications, Strategy, Marketing, Marketing Strategy, Sales, Trade Shows, Project Management, Event Planning, Corporate Communications
Education
Colorado State University 1998 — 2002
Business, Marketing
Interstate Restoration Group December 2011 - Present
Edward Jones 2013 - 2014
Leopard/OgilvyOne January 2006 - September 2010
Penton Media January 2002 - January 2006
Mile High Promotions October 2001 - March 2002
Fineline Signs and Graphics May 2001 - August 2001
Gymboree May 2000 - May 2001
Skills
Email Marketing, Lead Generation, CRM, Marketing Communications, Strategy, Marketing, Marketing Strategy, Sales, Trade Shows, Project Management, Event Planning, Corporate Communications
Education
Colorado State University 1998 — 2002
Business, Marketing
Lana Reeves's Edward Jones Experience January 2010 - Present
Job Oncall BOA at Edward Jones
Industry
Experience
Edward Jones January 2010 - Present
Macy's December 2010 - June 2013
Boise State University/ College of Western Idaho October 2006 - October 2009
Plantronics January 1999 - July 2005
Tandem computers inc September 1978 - June 1995
Skills
Customer Service, Sales, Microsoft Word, Invoicing
Education
Aragon High School, San Mateo, CA
Business/Commerce, General
College of San Mateo
Business/Commerce, General
Edward Jones January 2010 - Present
Macy's December 2010 - June 2013
Boise State University/ College of Western Idaho October 2006 - October 2009
Plantronics January 1999 - July 2005
Tandem computers inc September 1978 - June 1995
Skills
Customer Service, Sales, Microsoft Word, Invoicing
Education
Aragon High School, San Mateo, CA
Business/Commerce, General
College of San Mateo
Business/Commerce, General
Kris Harger's Edward Jones Experience April 2013 - Present
Job BOA
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Greenhaven Landscapes Inc June 2007 - Present
Education
College of Lake County
Landscape Design, Horticulture
Idaho State University
Edward Jones April 2013 - Present
Greenhaven Landscapes Inc June 2007 - Present
Education
College of Lake County
Landscape Design, Horticulture
Idaho State University
Jennie Cunningham's Edward Jones Experience August 2007 - Present
Job Senior Performance Development Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2007 - Present
Education
Mesa State College
Bachelor's degree, Psychology
University of Missouri-Saint Louis
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Edward Jones August 2007 - Present
Education
Mesa State College
Bachelor's degree, Psychology
University of Missouri-Saint Louis
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Nancy Leifheit's Edward Jones Experience August 2005 - February 2013
Job Beauty Advisor at Walgreens
Industry
Experience
Walgreens March 2013 - Present
Edward Jones August 2005 - February 2013
Medical Staffing Network March 2001 - May 2003
Skills
Social Media
Education
Elmhurst College 1977 — 1978
Elementary Education and Teaching
College of DuPage 1975 — 1977
Transfer, Administrative Assistant and Secretarial Science, General
Walgreens March 2013 - Present
Edward Jones August 2005 - February 2013
Medical Staffing Network March 2001 - May 2003
Skills
Social Media
Education
Elmhurst College 1977 — 1978
Elementary Education and Teaching
College of DuPage 1975 — 1977
Transfer, Administrative Assistant and Secretarial Science, General
Kelly Siperko's Edward Jones Experience 2007 - 2009
Job Documentation Associate I at Baxter Healthcare
Industry Pharmaceuticals
Experience
Baxter Heathcare April 2013 - Present
Baxter Healthcare July 2009 - April 2013
Edward Jones 2007 - 2009
Max & Erma's 1998 - 2007
Citicorp Services, Inc. 1995 - 1997
Citicorp Services, Inc. 1993 - 1995
Citicorp Services, Inc. 1990 - 1993
Citicorp Services, Inc. 1988 - 1990
Citicorp Services, Inc. 1987 - 1988
Skills
Pharmaceutical Industry, FDA, Change Control, 21 CFR Part 11, Sop, Validation, GMP, Software Documentation, Regulatory Affairs, Computer System..., Payroll, Regulatory Requirements
Education
College of Lake County 2014 — 2018
Associates Degree, Paralegal Studies
Baxter Heathcare April 2013 - Present
Baxter Healthcare July 2009 - April 2013
Edward Jones 2007 - 2009
Max & Erma's 1998 - 2007
Citicorp Services, Inc. 1995 - 1997
Citicorp Services, Inc. 1993 - 1995
Citicorp Services, Inc. 1990 - 1993
Citicorp Services, Inc. 1988 - 1990
Citicorp Services, Inc. 1987 - 1988
Skills
Pharmaceutical Industry, FDA, Change Control, 21 CFR Part 11, Sop, Validation, GMP, Software Documentation, Regulatory Affairs, Computer System..., Payroll, Regulatory Requirements
Education
College of Lake County 2014 — 2018
Associates Degree, Paralegal Studies
Leslie (Les) Williams's Edward Jones Experience 1999 - 2001
Job Environmental & Safety Specialist
Industry Oil & Energy
Experience
Self-employed January 2010 - Present
American Mechanical Inc. 2005 - 2010
Osborne Construction Co 2005 - 2010
Watterson Construction Co. 2004 - 2005
Alaska Mechanical Inc. 2003 - 2004
Dick Pacific/Gheem JV 2002 - 2003
Beacon Occupational Health and Safety Services 2001 - 2002
Edward Jones 1999 - 2001
ASRC Energy Services August 1998 - July 1999
Natchiq Inc. (ASRC) 1998 - 1999
Skills
Health Safety..., Safety Administration, Safety Practices, Safety Engineering, Safety Compliance, Environmtal Inspections, Environmental Compliance, Environmental Consulting, Training Delivery, DOT regulations, Environmental..., Environmental Testing..., Environmental Resource..., Industrial Hygiene
Education
Oklahoma City University School of Law
Civil, Contract and Oil and Gas Law
University of Central Oklahoma - College of Business Administration
Bachelor of Arts (BA), Economics and Businees
University of Central Oklahoma - College of Business Administration
27 hours toward MBA
Self-employed January 2010 - Present
American Mechanical Inc. 2005 - 2010
Osborne Construction Co 2005 - 2010
Watterson Construction Co. 2004 - 2005
Alaska Mechanical Inc. 2003 - 2004
Dick Pacific/Gheem JV 2002 - 2003
Beacon Occupational Health and Safety Services 2001 - 2002
Edward Jones 1999 - 2001
ASRC Energy Services August 1998 - July 1999
Natchiq Inc. (ASRC) 1998 - 1999
Skills
Health Safety..., Safety Administration, Safety Practices, Safety Engineering, Safety Compliance, Environmtal Inspections, Environmental Compliance, Environmental Consulting, Training Delivery, DOT regulations, Environmental..., Environmental Testing..., Environmental Resource..., Industrial Hygiene
Education
Oklahoma City University School of Law
Civil, Contract and Oil and Gas Law
University of Central Oklahoma - College of Business Administration
Bachelor of Arts (BA), Economics and Businees
University of Central Oklahoma - College of Business Administration
27 hours toward MBA
Anna Margalef's Edward Jones Experience September 2001 - September 2003
Job Operations Manager at Lamplight Equestrian Center
Industry Events Services
Experience
Lamplight Equestrian Center January 2013 - Present
Lake Run Farm Polo September 2003 - December 2012
Edward Jones September 2001 - September 2003
Education
Roosevelt University 2000 — 2001
Certificate, Paralegal Studies
Colorado State University 1993 — 1997
Bachelor of Science (BS), Equine Sciences
Lamplight Equestrian Center January 2013 - Present
Lake Run Farm Polo September 2003 - December 2012
Edward Jones September 2001 - September 2003
Education
Roosevelt University 2000 — 2001
Certificate, Paralegal Studies
Colorado State University 1993 — 1997
Bachelor of Science (BS), Equine Sciences
John Steinmeyer's Edward Jones Experience January 2000 - August 2002
Job Owner/Financial Advisor at Church Street Financial Management, LLC
Industry Financial Services
Experience
Church Street Financial Management, LLC August 2014 - Present
AlphaStar Capital Management, LLC August 2014 - Present
Hornor Townsend & Kent September 2012 - August 2014
Allstate Financial Services, LLC August 2002 - September 2012
Edward Jones January 2000 - August 2002
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Life Insurance
Education
College of Charleston 1972 — 1976
Bachelor’s Degree, Biology/Business
Church Street Financial Management, LLC August 2014 - Present
AlphaStar Capital Management, LLC August 2014 - Present
Hornor Townsend & Kent September 2012 - August 2014
Allstate Financial Services, LLC August 2002 - September 2012
Edward Jones January 2000 - August 2002
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Life Insurance
Education
College of Charleston 1972 — 1976
Bachelor’s Degree, Biology/Business
Ben Homan's Edward Jones Experience August 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1999 - Present
Education
Colorado State University 1987 — 1991
Bachelor of Science (BS), Marketing/Marketing Management, General
Edward Jones August 1999 - Present
Education
Colorado State University 1987 — 1991
Bachelor of Science (BS), Marketing/Marketing Management, General
Paula K Hinson's Edward Jones Experience May 2001 - June 2006
Job Applications Manager at Certified Payments First American Payment Systems
Industry Executive Office
Experience
Certified Payments - First American Payment Systems December 2009 - September 2015
Kimley-Horn September 2006 - February 2009
Kelly Services June 2006 - September 2006
Edward Jones May 2001 - June 2006
Texas A&M University System, Office of Risk Management and Safety May 1995 - June 1998
Skills
Full Administrative..., Accounts Payable &..., Expense Reports, Property Officer, Bids, Handle Confidential..., Team Building
Education
Collin County Community College 1989 — 1992
Certified Payments - First American Payment Systems December 2009 - September 2015
Kimley-Horn September 2006 - February 2009
Kelly Services June 2006 - September 2006
Edward Jones May 2001 - June 2006
Texas A&M University System, Office of Risk Management and Safety May 1995 - June 1998
Skills
Full Administrative..., Accounts Payable &..., Expense Reports, Property Officer, Bids, Handle Confidential..., Team Building
Education
Collin County Community College 1989 — 1992
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation