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
Josh Bauer Josh Bauer's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Banking
Experience
Edward Jones September 2014 - Present
Converse County Bank October 2007 - September 2014
State Farm Insurance Agency May 2005 - September 2007
Skills
Management, New Business Development, Sales Management, Credit, Underwriting, Strategic Planning, Sales, Leadership, Microsoft Office, Investments, Financial Services, Financial Analysis, Portfolio Management, Customer Service
Education
University of the Sunshine Coast 2004 — 2004
Economics
University of Wyoming 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Columbia University in the City of New York 2013 — 2013
Executive Education, Personal Leadership and Success
Edward Jones September 2014 - Present
Converse County Bank October 2007 - September 2014
State Farm Insurance Agency May 2005 - September 2007
Skills
Management, New Business Development, Sales Management, Credit, Underwriting, Strategic Planning, Sales, Leadership, Microsoft Office, Investments, Financial Services, Financial Analysis, Portfolio Management, Customer Service
Education
University of the Sunshine Coast 2004 — 2004
Economics
University of Wyoming 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Columbia University in the City of New York 2013 — 2013
Executive Education, Personal Leadership and Success
Ryan Bippert Ryan Bippert's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Kansas Air National Guard June 2015 - Present
USAF January 2014 - June 2015
United States Air Force May 2012 - January 2014
United States Air Force October 2009 - April 2012
Frisco RoughRiders October 2007 - May 2009
Frisco RoughRiders September 2006 - September 2007
Skills
Leadership, Event Planning, Management, Sports Management, Sports Marketing, Sports, Event Management, Marketing, Sales, Public Speaking, Sponsorship, Project Management, Customer Service, Social Networking, Public Relations, Operations Management, Business Development, Small Business Marketing, Program Management, Military Operations, Military Leadership, Interpersonal Skills, Followership
Education
Walden University 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
Texas A&M University 2001 — 2006
Bachelor of Science (B.S.), Kinesiology - Sport Management
Community College of the Air Force
Associate of Science (A.S.), Aviation Management
Edward Jones July 2015 - Present
Kansas Air National Guard June 2015 - Present
USAF January 2014 - June 2015
United States Air Force May 2012 - January 2014
United States Air Force October 2009 - April 2012
Frisco RoughRiders October 2007 - May 2009
Frisco RoughRiders September 2006 - September 2007
Skills
Leadership, Event Planning, Management, Sports Management, Sports Marketing, Sports, Event Management, Marketing, Sales, Public Speaking, Sponsorship, Project Management, Customer Service, Social Networking, Public Relations, Operations Management, Business Development, Small Business Marketing, Program Management, Military Operations, Military Leadership, Interpersonal Skills, Followership
Education
Walden University 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
Texas A&M University 2001 — 2006
Bachelor of Science (B.S.), Kinesiology - Sport Management
Community College of the Air Force
Associate of Science (A.S.), Aviation Management
Bryan Clanton, MPA's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Edward Jones October 2014 - Present
Walmart Logistics 2012 - 2014
United States Drug Enforcement Administration 2010 - 2012
Griffin Police Department 2004 - 2012
Skills
Advanced Law..., Field Training Officer..., Wilderness First..., P.O.S.T. Instructor, P.O.S.T. Driving (EVOC)..., Law Enforcement..., Federal Law Enforcement, Law Enforcement..., SWAT, Counter-narcotics, Voice Stress Analysis, Commission on..., Enforcement, Police, Public Safety, Asset Protection, Criminal Investigations, NIMS, Field Training Officer, Training, Law Enforcement..., Interrogation, Internal Investigations, Crime Prevention, First Responder, Criminal Justice, Physical Security, Workplace Violence, Investigation, Emergency Management, Executive Protection, Surveillance, Security Management, Corporate Security, Crisis Management, Interrogation Techniques, Background Checks, Martial Arts, Incident Command, Internal Affairs, Accident Reconstruction, Hazardous Materials, Disaster Response, Defensive Driving, Private Investigations, Command, Firearms, Patrol, Field Training, Law Enforcement
Education
Columbus State University 2008 — 2010
Master of Public Administration (MPA), Justice Administration
Georgia College and State University 1996 — 2001
Bachelor of Science (B.S.), Pyschology
Edward Jones October 2014 - Present
Edward Jones October 2014 - Present
Walmart Logistics 2012 - 2014
United States Drug Enforcement Administration 2010 - 2012
Griffin Police Department 2004 - 2012
Skills
Advanced Law..., Field Training Officer..., Wilderness First..., P.O.S.T. Instructor, P.O.S.T. Driving (EVOC)..., Law Enforcement..., Federal Law Enforcement, Law Enforcement..., SWAT, Counter-narcotics, Voice Stress Analysis, Commission on..., Enforcement, Police, Public Safety, Asset Protection, Criminal Investigations, NIMS, Field Training Officer, Training, Law Enforcement..., Interrogation, Internal Investigations, Crime Prevention, First Responder, Criminal Justice, Physical Security, Workplace Violence, Investigation, Emergency Management, Executive Protection, Surveillance, Security Management, Corporate Security, Crisis Management, Interrogation Techniques, Background Checks, Martial Arts, Incident Command, Internal Affairs, Accident Reconstruction, Hazardous Materials, Disaster Response, Defensive Driving, Private Investigations, Command, Firearms, Patrol, Field Training, Law Enforcement
Education
Columbus State University 2008 — 2010
Master of Public Administration (MPA), Justice Administration
Georgia College and State University 1996 — 2001
Bachelor of Science (B.S.), Pyschology
Leslie Torok's Edward Jones Experience November 2010 - January 2011
Job Southcrest Bank, N.A.
Industry Banking
Experience
SourhCrest Bank, N.A. October 2013 - Present
Colorado Technical University May 2012 - June 2014
Wells Fargo March 2011 - February 2012
Edward Jones November 2010 - January 2011
Skills
Georgia Notary Public, Expertise in..., Enjoy working in a..., Friendly team player..., Excellent communicator..., Strong computer skills..., Microsoft Office, Customer Service, Recruiting, Negotiation, PowerPoint, Microsoft Excel, Public Speaking, Outlook
Education
Colorado Technical University 2012 — 2015
Bachelor of Science in Business Administration, Human Resource Management
GRIFFIN TECHNICAL COLLEGE 2004 — 2005
Business Management
SourhCrest Bank, N.A. October 2013 - Present
Colorado Technical University May 2012 - June 2014
Wells Fargo March 2011 - February 2012
Edward Jones November 2010 - January 2011
Skills
Georgia Notary Public, Expertise in..., Enjoy working in a..., Friendly team player..., Excellent communicator..., Strong computer skills..., Microsoft Office, Customer Service, Recruiting, Negotiation, PowerPoint, Microsoft Excel, Public Speaking, Outlook
Education
Colorado Technical University 2012 — 2015
Bachelor of Science in Business Administration, Human Resource Management
GRIFFIN TECHNICAL COLLEGE 2004 — 2005
Business Management
Tammy Epps Tammy Epps's Edward Jones Experience July 2007 - February 2013
Job Second grade classroom teacher
Industry Primary/Secondary Education
Experience
St. John's Elementary School August 2013 - Present
Coble Wealth Management and Investment Professionals, Inc. February 2013 - August 2013
Edward Jones July 2007 - February 2013
State Farm March 2005 - July 2007
Combined Insurance 2004 - 2005
Skills
Elementary Education, Financial Services, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Securities, Equities, Life Insurance, Series 7, Series 6, Series 63, Uniform Combined State..., Wealth Management, Investment Advisory, IRAs, Strategic Financial..., Fixed Annuities, 401k, Long Term Care Insurance, 401k Rollovers, Whole Life, 529 Plans, Variable Annuities, Term Life Insurance, Retirement, Insurance, Long-term Care, Financial Planning
Education
Columbia College (SC) 1999 — 2001
Master's degree, Education: Divergent Learning
Winthrop University 1995 — 1999
Bachelor's degree, Elementary Education and Teaching
Manning High School 1991 — 1995
High School, "Academic" High School Diploma
St. John's Elementary School August 2013 - Present
Coble Wealth Management and Investment Professionals, Inc. February 2013 - August 2013
Edward Jones July 2007 - February 2013
State Farm March 2005 - July 2007
Combined Insurance 2004 - 2005
Skills
Elementary Education, Financial Services, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Securities, Equities, Life Insurance, Series 7, Series 6, Series 63, Uniform Combined State..., Wealth Management, Investment Advisory, IRAs, Strategic Financial..., Fixed Annuities, 401k, Long Term Care Insurance, 401k Rollovers, Whole Life, 529 Plans, Variable Annuities, Term Life Insurance, Retirement, Insurance, Long-term Care, Financial Planning
Education
Columbia College (SC) 1999 — 2001
Master's degree, Education: Divergent Learning
Winthrop University 1995 — 1999
Bachelor's degree, Elementary Education and Teaching
Manning High School 1991 — 1995
High School, "Academic" High School Diploma
Matte Simmons Matte Simmons's Edward Jones Experience July 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2001 - Present
Skills
Cooking, Fire Eating
Education
Colorado State University 1987 — 1992
BA, English, Arts Humanities, Philosophy, Religious Studies, Chinese
Edward Jones July 2001 - Present
Skills
Cooking, Fire Eating
Education
Colorado State University 1987 — 1992
BA, English, Arts Humanities, Philosophy, Religious Studies, Chinese
Cindy Welch Cindy Welch's Edward Jones Experience May 2005 - July 2011
Job Career Advisor Missouri University of Science & Technology
Industry Higher Education
Experience
Career Opportunities & Employer Relations - Missouri University of Science & Technology August 2011 - Present
Edward Jones May 2005 - July 2011
Rolla Daily News May 2003 - May 2005
Skills
Career Counseling, Resume Writing, Job Search, Staff Development, Networking, Community Outreach, Leadership Development, Student Affairs, PowerPoint, Interview Preparation..., Public Speaking, Event Planning, Marketing Communications, Etiquette, StrengthsQuest
Education
Missouri University of Science and Technology 2013 — 2014
Graduate Certificate, Management and Leadership
Protocol School of Washington 2013 — 2013
Certified Consultant, Business Etiquette & International Protocol
Columbia College 2006 — 2010
Bachelor of Science (B.S.), Business Administration, GPA: 3.9
Southwest Baptist University 2003 — 2005
Associate of Science (A.S.), General Studies, GPA: 3.9
Career Opportunities & Employer Relations - Missouri University of Science & Technology August 2011 - Present
Edward Jones May 2005 - July 2011
Rolla Daily News May 2003 - May 2005
Skills
Career Counseling, Resume Writing, Job Search, Staff Development, Networking, Community Outreach, Leadership Development, Student Affairs, PowerPoint, Interview Preparation..., Public Speaking, Event Planning, Marketing Communications, Etiquette, StrengthsQuest
Education
Missouri University of Science and Technology 2013 — 2014
Graduate Certificate, Management and Leadership
Protocol School of Washington 2013 — 2013
Certified Consultant, Business Etiquette & International Protocol
Columbia College 2006 — 2010
Bachelor of Science (B.S.), Business Administration, GPA: 3.9
Southwest Baptist University 2003 — 2005
Associate of Science (A.S.), General Studies, GPA: 3.9
Kelly Andrew's Edward Jones Experience June 2013 - August 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
InSports Foundation January 2014 - Present
Innovative Office Solutions May 2014 - February 2015
Edward Jones June 2013 - August 2013
Pro Hockey Life May 2012 - August 2012
GDI Alberta May 2010 - August 2012
Skills
Finance, Sales, Business Analysis, Economic Development, Investments, Portfolio Management, Investment Strategies, Marketing, Accounting, Management, Budgets, Analysis, Team Management, CRM
Education
Concordia College 2010 — 2014
Bachelors, Finance
J.P. Morgan February 2015 - Present
InSports Foundation January 2014 - Present
Innovative Office Solutions May 2014 - February 2015
Edward Jones June 2013 - August 2013
Pro Hockey Life May 2012 - August 2012
GDI Alberta May 2010 - August 2012
Skills
Finance, Sales, Business Analysis, Economic Development, Investments, Portfolio Management, Investment Strategies, Marketing, Accounting, Management, Budgets, Analysis, Team Management, CRM
Education
Concordia College 2010 — 2014
Bachelors, Finance
John JT Scott John JT Scott's Edward Jones Experience 1998 - 2003
Job Director, IT Human Resource Systems at Boeing
Industry Aviation & Aerospace
Experience
The Boeing Company November 2012 - Present
The Boeing Company March 2011 - November 2012
The Boeing Company April 2009 - March 2011
The Boeing Company March 2006 - April 2009
Ajilon Consulting April 2003 - March 2006
Edward Jones 1998 - 2003
Brand Scaffolding 1997 - 1998
Gateway Metro Credit Union 1996 - 1997
Skills
Visio, Configuration Management, Requirements Analysis, Management, Leadership, Requirements Management, Aerospace, Integration, Process Improvement, Accounting, Program Management, SharePoint, Finance, Systems Engineering, HRIS, Requirements Gathering, Human Resources, Project Management, Cross-functional Team..., Earned Value Management, Testing, Business Analysis, System Architecture, Software Project..., Six Sigma, PMP, SDLC, Software Documentation, Systems Analysis, Enterprise Architecture, Analysis, Business Process..., MS Project, Resource Management, ERP, Business Process, Vendor Management, IT Management, Business Intelligence, Project Portfolio..., IT Strategy, ITIL, Information Technology, Quality Assurance, Process Engineering, Microsoft Project
Education
Columbia College
Management of Information Systems
Webster University
Master's degree, Management and Leadership
The Boeing Company November 2012 - Present
The Boeing Company March 2011 - November 2012
The Boeing Company April 2009 - March 2011
The Boeing Company March 2006 - April 2009
Ajilon Consulting April 2003 - March 2006
Edward Jones 1998 - 2003
Brand Scaffolding 1997 - 1998
Gateway Metro Credit Union 1996 - 1997
Skills
Visio, Configuration Management, Requirements Analysis, Management, Leadership, Requirements Management, Aerospace, Integration, Process Improvement, Accounting, Program Management, SharePoint, Finance, Systems Engineering, HRIS, Requirements Gathering, Human Resources, Project Management, Cross-functional Team..., Earned Value Management, Testing, Business Analysis, System Architecture, Software Project..., Six Sigma, PMP, SDLC, Software Documentation, Systems Analysis, Enterprise Architecture, Analysis, Business Process..., MS Project, Resource Management, ERP, Business Process, Vendor Management, IT Management, Business Intelligence, Project Portfolio..., IT Strategy, ITIL, Information Technology, Quality Assurance, Process Engineering, Microsoft Project
Education
Columbia College
Management of Information Systems
Webster University
Master's degree, Management and Leadership
Amanda Och Amanda Och's Edward Jones Experience April 2011 - May 2014
Job Alumni Associate at Concordia University, St. Paul
Industry Higher Education
Experience
Concordia University, St. Paul May 2014 - Present
Concordia University, St. Paul September 2013 - May 2014
Edward Jones April 2011 - May 2014
The Sword September 2012 - May 2014
Free Spirit Publishing January 2014 - April 2014
Concordia University, St. Paul August 2013 - December 2013
Tradate, Italy January 2013 - July 2013
Dave & Buster's Inc. March 2012 - December 2012
Girl Scouts of America 2008 - 2010
Skills
Text Editing, Writing, Journalism, Newspaper Design, InDesign, Social Media, Social Networking, Microsoft Office, Web Design, Newsletters, Press Releases, Blogging, Literature, Research, Customer Service, Event Planning, Public Speaking, Time Management, Teamwork, Data Entry, Leadership, Microsoft Word, Outlook, PowerPoint, Layout, Microsoft Excel, Team Leadership, Publishing
Education
Concordia University-St. Paul 2015 — 2017
Master of Business Administration (M.B.A.), Health Care Administration
Concordia University-St. Paul 2012 — 2014
Bachelor's Degree, English - Professional Writing and Literature, Summa Cum Laude
Concordia University, St. Paul May 2014 - Present
Concordia University, St. Paul September 2013 - May 2014
Edward Jones April 2011 - May 2014
The Sword September 2012 - May 2014
Free Spirit Publishing January 2014 - April 2014
Concordia University, St. Paul August 2013 - December 2013
Tradate, Italy January 2013 - July 2013
Dave & Buster's Inc. March 2012 - December 2012
Girl Scouts of America 2008 - 2010
Skills
Text Editing, Writing, Journalism, Newspaper Design, InDesign, Social Media, Social Networking, Microsoft Office, Web Design, Newsletters, Press Releases, Blogging, Literature, Research, Customer Service, Event Planning, Public Speaking, Time Management, Teamwork, Data Entry, Leadership, Microsoft Word, Outlook, PowerPoint, Layout, Microsoft Excel, Team Leadership, Publishing
Education
Concordia University-St. Paul 2015 — 2017
Master of Business Administration (M.B.A.), Health Care Administration
Concordia University-St. Paul 2012 — 2014
Bachelor's Degree, English - Professional Writing and Literature, Summa Cum Laude
Cory Glen Harrington Cory Glen Harrington's Edward Jones Experience 2003 - 2006
Job Managing Member at Asset Distribution Services, LLC.
Industry Real Estate
Experience
Asset Distribution Services, LLC. January 2012 - Present
House Buyers Direct 2012 - Present
Homevestors of America 2008 - 2012
Sagemark Capital Management, LLC. 2008 - 2011
United Real Estate Ventures, LLC. 2006 - 2011
Sagemark Consulting 2006 - 2007
Edward Jones 2003 - 2006
Skills
Investments, Real Estate, Property Management, Real Estate Investment, Equities, Medical Devices, Medical, Clinical, Surgical Instruments, Urology, Emergency Operations, Orthopedics, Business Management, Business Strategy, New Business Development, Small Business, Syndication, EMT, Consultative Selling, Selling, Investment Properties, Commercial Real Estate, Finance, Clinical Research, Investors, Sales
Education
University of California, Berkeley 1997 — 2002
BA, Business History
Community College of the Air Force 1996 — 1998
Surgical Services Technology, Anatomy, Physiology, Medical Technology
Sierra College 1998 — 1998
EMT 1, Emergency Medicine, Triage
Asset Distribution Services, LLC. January 2012 - Present
House Buyers Direct 2012 - Present
Homevestors of America 2008 - 2012
Sagemark Capital Management, LLC. 2008 - 2011
United Real Estate Ventures, LLC. 2006 - 2011
Sagemark Consulting 2006 - 2007
Edward Jones 2003 - 2006
Skills
Investments, Real Estate, Property Management, Real Estate Investment, Equities, Medical Devices, Medical, Clinical, Surgical Instruments, Urology, Emergency Operations, Orthopedics, Business Management, Business Strategy, New Business Development, Small Business, Syndication, EMT, Consultative Selling, Selling, Investment Properties, Commercial Real Estate, Finance, Clinical Research, Investors, Sales
Education
University of California, Berkeley 1997 — 2002
BA, Business History
Community College of the Air Force 1996 — 1998
Surgical Services Technology, Anatomy, Physiology, Medical Technology
Sierra College 1998 — 1998
EMT 1, Emergency Medicine, Triage
Kenny Kramer Kenny Kramer's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Skills
Asset Allocation, Estate Planning, Investments, Strategic Financial..., Retirement, Mutual Funds, Retirement Planning, Life Insurance, Series 7
Education
Colorado State University
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones October 2008 - Present
Skills
Asset Allocation, Estate Planning, Investments, Strategic Financial..., Retirement, Mutual Funds, Retirement Planning, Life Insurance, Series 7
Education
Colorado State University
Bachelor of Business Administration (B.B.A.), Marketing
Sandi Haynes's Edward Jones Experience August 2004 - August 2006
Job Customer Service Representative II at Shelter Insurance Companies
Industry Financial Services
Experience
Shelter Insurance Companies January 2014 - Present
Weiss Financial Innovations / Landers Weiss & Co March 2011 - January 2014
MetLife April 2010 - November 2010
LEAF Financial Corporation February 2009 - April 2010
MetLife August 2007 - March 2009
Northwestern Mutual August 2006 - August 2007
Edward Jones August 2004 - August 2006
Shelter Insurance Companies August 2003 - August 2004
H&R Block November 1994 - June 2003
Skills
Series 6, series 6, series 63,..., Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Analysis, Outlook, Banking, Strategic Planning, Equities, Risk Management, Accounting, Insurance, Research
Education
Columbia College 2012 — 2014
Law Enforcement
Missouri State University West Plains, MO. 2009 — 2014
Law Enforcement
Shelter Insurance Companies January 2014 - Present
Weiss Financial Innovations / Landers Weiss & Co March 2011 - January 2014
MetLife April 2010 - November 2010
LEAF Financial Corporation February 2009 - April 2010
MetLife August 2007 - March 2009
Northwestern Mutual August 2006 - August 2007
Edward Jones August 2004 - August 2006
Shelter Insurance Companies August 2003 - August 2004
H&R Block November 1994 - June 2003
Skills
Series 6, series 6, series 63,..., Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Analysis, Outlook, Banking, Strategic Planning, Equities, Risk Management, Accounting, Insurance, Research
Education
Columbia College 2012 — 2014
Law Enforcement
Missouri State University West Plains, MO. 2009 — 2014
Law Enforcement
Duane Edward O'Neal Duane Edward O'Neal's Edward Jones Experience September 2002 - September 2003
Job Student. Mentor. Volunteer.
Industry Research
Experience
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
Todd DeJong Todd DeJong's Edward Jones Experience October 2006 - January 2009
Job Owner, CEO at Lone Star Security & Safety Services
Industry Security and Investigations
Experience
The 5D Shield November 2014 - Present
Lone Star Security & Safety Services April 2010 - Present
Alpine Security, LLC April 2010 - Present
Alpine Solutions, Inc (ASI) May 2009 - Present
Schools for the Children of the World January 2009 - January 2010
Edward Jones October 2006 - January 2009
Vail Resorts, Inc. 2002 - 2006
Skills
Personal Protection, Private Investigations, Security Management, Enforcement, Physical Security, Executive Protection, Counterterrorism, Public Speaking, Security, Strategic Planning, Customer Service, Crisis Management, Protection, Surveillance, First Responder, Team Building, Emergency Management, Leadership Development
Education
Colorado Technical University 2003 — 2005
MBA, Business Administration and Management, General
University of Kentucky 1998 — 2002
BS, Criminology
The 5D Shield November 2014 - Present
Lone Star Security & Safety Services April 2010 - Present
Alpine Security, LLC April 2010 - Present
Alpine Solutions, Inc (ASI) May 2009 - Present
Schools for the Children of the World January 2009 - January 2010
Edward Jones October 2006 - January 2009
Vail Resorts, Inc. 2002 - 2006
Skills
Personal Protection, Private Investigations, Security Management, Enforcement, Physical Security, Executive Protection, Counterterrorism, Public Speaking, Security, Strategic Planning, Customer Service, Crisis Management, Protection, Surveillance, First Responder, Team Building, Emergency Management, Leadership Development
Education
Colorado Technical University 2003 — 2005
MBA, Business Administration and Management, General
University of Kentucky 1998 — 2002
BS, Criminology
Rebecca (McCracken) Sanft Rebecca (McCracken) Sanft's Edward Jones Experience June 2011 - August 2011
Job Communication Specialist at Centene Corporation
Industry Public Relations and Communications
Experience
Centene Corporation May 2013 - Present
Concordia University, Nebraska August 2011 - May 2013
Concordia University, Nebraska August 2011 - May 2013
CBS Radio May 2012 - August 2012
Centene Corporation May 2012 - August 2012
Edward Jones June 2011 - August 2011
Red Robin April 2007 - June 2011
Skills
Social Media, Public Speaking, Event Planning, Editing, Nonprofits, Fundraising, Facebook, Higher Education, Public Relations, Adobe InDesign, Microsoft Office, Adobe Photoshop, InDesign, Management
Education
Webster University 2013 — 2015
Master of Arts (M.A.), Public Relations
Concordia University, Nebraska 2009 — 2013
Bachelor of Arts, Journalism/Public Relations, Sports Communication
Lutheran High School South 2005 — 2009
Centene Corporation May 2013 - Present
Concordia University, Nebraska August 2011 - May 2013
Concordia University, Nebraska August 2011 - May 2013
CBS Radio May 2012 - August 2012
Centene Corporation May 2012 - August 2012
Edward Jones June 2011 - August 2011
Red Robin April 2007 - June 2011
Skills
Social Media, Public Speaking, Event Planning, Editing, Nonprofits, Fundraising, Facebook, Higher Education, Public Relations, Adobe InDesign, Microsoft Office, Adobe Photoshop, InDesign, Management
Education
Webster University 2013 — 2015
Master of Arts (M.A.), Public Relations
Concordia University, Nebraska 2009 — 2013
Bachelor of Arts, Journalism/Public Relations, Sports Communication
Lutheran High School South 2005 — 2009
Brandon Willingham's Edward Jones Experience November 2014 - August 2015
Job Satellite Communications Sergeant
Industry Defense & Space
Experience
US Space and Missle Defense Command - US Army April 2012 - Present
Edward Jones November 2014 - August 2015
US Army May 2007 - April 2012
NIA Consulting, a division of Interthinx August 2009 - August 2010
US Banccorp August 2008 - August 2009
Skills
Long-term Customer..., Personal Finance, Value Investing, Financial Analysis, Socially Responsible..., New Business Development, Entrepreneurship, Asset Allocation, Portfolio Management, Small Business, Real Estate Investor, Marketing Strategy, Marketing, Advertising, Start-ups, Diversification, Business Strategy, Leadership, Project Planning, Project Management, Software Documentation, Financial Statement...
Education
Colorado State University-Global Campus 2013 — 2014
Bachelor's Degree, Project Management, Expected Graduation Date: October 2015
Colorado State University-Pueblo 2002 — 2012
Business Administration and Management, General
Pikes Peak Community College 2008 — 2012
Associate of Business, Finance, General
Coursera 2013 — 2014
Professional Development, Finance
US Space and Missle Defense Command - US Army April 2012 - Present
Edward Jones November 2014 - August 2015
US Army May 2007 - April 2012
NIA Consulting, a division of Interthinx August 2009 - August 2010
US Banccorp August 2008 - August 2009
Skills
Long-term Customer..., Personal Finance, Value Investing, Financial Analysis, Socially Responsible..., New Business Development, Entrepreneurship, Asset Allocation, Portfolio Management, Small Business, Real Estate Investor, Marketing Strategy, Marketing, Advertising, Start-ups, Diversification, Business Strategy, Leadership, Project Planning, Project Management, Software Documentation, Financial Statement...
Education
Colorado State University-Global Campus 2013 — 2014
Bachelor's Degree, Project Management, Expected Graduation Date: October 2015
Colorado State University-Pueblo 2002 — 2012
Business Administration and Management, General
Pikes Peak Community College 2008 — 2012
Associate of Business, Finance, General
Coursera 2013 — 2014
Professional Development, Finance
Erica George Erica George's Edward Jones Experience January 2005 - January 2007
Job Founder Speaking Visually Interpreting Services LLC
Industry Financial Services
Experience
Special School District August 2013 - Present
Free Lance Sign Language Interpreter October 2012 - Present
Deaf Way April 2012 - Present
UPS January 2009 - Present
Prepaid Legal Services, Inc June 2009 - January 2013
EMPLOYMENTSaint Louis Community College January 2012 - June 2012
The Cheesecake Factory January 2006 - January 2009
Edward Jones January 2005 - January 2007
Skills
Customer Service, Public Speaking, Employee Benefits, Team Building, Outlook, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Coaching, Small Business, Social Networking, PowerPoint, American Sign Language, Leadership, Sign Language, Leadership Development
Education
Florissant Valley 2009 — 2011
AA Deaf Communication Studies, American Sign Language
St. Louis Community College at Florissant Valley 2008 — 2011
Associate; Applied Science degree, Interpreter Education
Columbia College 2004 — 2008
AA, Arts
Columbia College 2004 — 2008
Associate, Arts
Brentwood High School 1999 — 2003
High School Diploma
Special School District August 2013 - Present
Free Lance Sign Language Interpreter October 2012 - Present
Deaf Way April 2012 - Present
UPS January 2009 - Present
Prepaid Legal Services, Inc June 2009 - January 2013
EMPLOYMENTSaint Louis Community College January 2012 - June 2012
The Cheesecake Factory January 2006 - January 2009
Edward Jones January 2005 - January 2007
Skills
Customer Service, Public Speaking, Employee Benefits, Team Building, Outlook, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Coaching, Small Business, Social Networking, PowerPoint, American Sign Language, Leadership, Sign Language, Leadership Development
Education
Florissant Valley 2009 — 2011
AA Deaf Communication Studies, American Sign Language
St. Louis Community College at Florissant Valley 2008 — 2011
Associate; Applied Science degree, Interpreter Education
Columbia College 2004 — 2008
AA, Arts
Columbia College 2004 — 2008
Associate, Arts
Brentwood High School 1999 — 2003
High School Diploma
Becky Suhr Becky Suhr's Edward Jones Experience March 2009 - Present
Job Staff Accountant at Oxbow Animal Health
Industry Insurance
Experience
Oxbow Animal Health October 2014 - Present
CSG International May 2012 - Present
Edward Jones March 2009 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Public Speaking, Finance
Education
Concordia University-Seward 2007 — 2011
Bachelor's degree, Accounting and Business/Management
Oxbow Animal Health October 2014 - Present
CSG International May 2012 - Present
Edward Jones March 2009 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Public Speaking, Finance
Education
Concordia University-Seward 2007 — 2011
Bachelor's degree, Accounting and Business/Management
Gregg Davidson, MBA Gregg Davidson, MBA's Edward Jones Experience February 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones February 2014 - Present
Capital Group August 2012 - January 2014
American Funds January 2011 - August 2012
Dana West Yacht Club 2009 - 2011
Skills
Financial Analysis, Portfolio Management, Financial Reporting, Banking, Microsoft Office, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Leadership, Business Strategy, Management, Strategy, Business Development, Change Management, Finance, Public Speaking, Investments, Strategic Financial..., Mutual Funds, Asset Management
Education
Concordia University-Irvine 2009 — 2010
Master of Business Administration (MBA), Finance
Concordia University-Irvine 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
San Clemente High School 2002 — 2005
Edward Jones February 2014 - Present
Capital Group August 2012 - January 2014
American Funds January 2011 - August 2012
Dana West Yacht Club 2009 - 2011
Skills
Financial Analysis, Portfolio Management, Financial Reporting, Banking, Microsoft Office, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Leadership, Business Strategy, Management, Strategy, Business Development, Change Management, Finance, Public Speaking, Investments, Strategic Financial..., Mutual Funds, Asset Management
Education
Concordia University-Irvine 2009 — 2010
Master of Business Administration (MBA), Finance
Concordia University-Irvine 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
San Clemente High School 2002 — 2005
Stacye Clark Stacye Clark's Edward Jones Experience 2001 - 2002
Job Social Media Entrepreneur at Vignette a' La Mode
Industry Public Relations and Communications
Experience
Vignette a' La Mode October 2014 - Present
Montgomery Manor Events 2005 - 2008
Edward Jones 2001 - 2002
Kentucky Core Curriculum Writer for Arts and Humanities for KY Public Schools 1999 - 2002
Public School teacher in TN, GA, KY July 1989 - June 2001
Skills
Event Planning, Event Management, Fundraising, Community Outreach, Television, Curriculum Design, Volunteer Management, Customer Service, Public Relations, Strategic Planning, Budgets, Marketing Strategy, Team Building
Education
Columbus State University 1995 — 1996
Music Education, Choral, Establishing Music Programs in Public Schools
VanderCook School of Chicago 1994 — 1995
Secondary Education, Choral, Choreography
Middle Tennessee State University 1986 — 1989
B.S., Early Childhood Education
Vignette a' La Mode October 2014 - Present
Montgomery Manor Events 2005 - 2008
Edward Jones 2001 - 2002
Kentucky Core Curriculum Writer for Arts and Humanities for KY Public Schools 1999 - 2002
Public School teacher in TN, GA, KY July 1989 - June 2001
Skills
Event Planning, Event Management, Fundraising, Community Outreach, Television, Curriculum Design, Volunteer Management, Customer Service, Public Relations, Strategic Planning, Budgets, Marketing Strategy, Team Building
Education
Columbus State University 1995 — 1996
Music Education, Choral, Establishing Music Programs in Public Schools
VanderCook School of Chicago 1994 — 1995
Secondary Education, Choral, Choreography
Middle Tennessee State University 1986 — 1989
B.S., Early Childhood Education
Yolanda Smalls Yolanda Smalls's Edward Jones Experience July 2013 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
United States Air Force March 1989 - April 2013
United States Air Force 2001 - 2005
Skills
Military, Security Clearance, Military Operations, DoD, Command, Military Experience, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Administrative..., Personnel Management, Operations Management, Program Management, Defense, Air Force, Logistics Management, Government, Information Assurance, National Security, Top Secret, Weapons, Training, Government Contracting, Leadership, Logistics
Education
Community College of the Air Force 1991 — 2001
A.A. Instructor of Technology and Military Science
Community College of the Air Force 1991 — 2001
A.A. Fitness, Recreation, and Services Management
Edward Jones July 2013 - Present
United States Air Force March 1989 - April 2013
United States Air Force 2001 - 2005
Skills
Military, Security Clearance, Military Operations, DoD, Command, Military Experience, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Administrative..., Personnel Management, Operations Management, Program Management, Defense, Air Force, Logistics Management, Government, Information Assurance, National Security, Top Secret, Weapons, Training, Government Contracting, Leadership, Logistics
Education
Community College of the Air Force 1991 — 2001
A.A. Instructor of Technology and Military Science
Community College of the Air Force 1991 — 2001
A.A. Fitness, Recreation, and Services Management
Kris Comar Kris Comar's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Indiana Air National Guard November 2001 - Present
Merrill Lynch June 2011 - July 2012
Charles Schwab January 2008 - June 2011
HSBC Bank June 2006 - January 2008
HSBC May 2006 - January 2008
Skills
Investments, Retirement Planning, Money Management, Asset Management, Coaching, Finance, Management, Mortgage Lending, Sales, Strategic Planning, Analysis, Financial Analysis
Education
Community College of the Air Force
Associates, Applied Science
Indiana University-Purdue University at Indianapolis
Economics, International Economics
WHS
Edward Jones August 2012 - Present
Indiana Air National Guard November 2001 - Present
Merrill Lynch June 2011 - July 2012
Charles Schwab January 2008 - June 2011
HSBC Bank June 2006 - January 2008
HSBC May 2006 - January 2008
Skills
Investments, Retirement Planning, Money Management, Asset Management, Coaching, Finance, Management, Mortgage Lending, Sales, Strategic Planning, Analysis, Financial Analysis
Education
Community College of the Air Force
Associates, Applied Science
Indiana University-Purdue University at Indianapolis
Economics, International Economics
WHS
Darren Dunn Darren Dunn's Edward Jones Experience June 2008 - March 2009
Job Financial Advisor at Lovett and Associates Financial Group
Industry Financial Services
Experience
Lovett and Associates Financial Group February 2011 - Present
Bosque Financial July 2007 - February 2011
Edward Jones June 2008 - March 2009
Skills
Mutual Funds, Investments, Variable Annuities, Retirement Planning, 401k Rollovers, Fixed Annuities, Wealth Management..., ETFs, Investment Management, Qualified Retirement..., Wealth Management, Wealth Preservation..., Bonds, Municipal Bonds, Multi-generational..., Registered Investment..., Wealth Accumulation..., Stocks, High Yield Bonds, Strategic Financial..., REIT, Unit Investment Trusts, US Treasuries, Fixed Income Portfolio..., Fixed Income Strategies
Education
Tarleton State University 2005 — 2008
Bachelor of Science (B.S.), Communication, General
Community College of the Air Force 1990 — 1997
Associate of Applied Science, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Lovett and Associates Financial Group February 2011 - Present
Bosque Financial July 2007 - February 2011
Edward Jones June 2008 - March 2009
Skills
Mutual Funds, Investments, Variable Annuities, Retirement Planning, 401k Rollovers, Fixed Annuities, Wealth Management..., ETFs, Investment Management, Qualified Retirement..., Wealth Management, Wealth Preservation..., Bonds, Municipal Bonds, Multi-generational..., Registered Investment..., Wealth Accumulation..., Stocks, High Yield Bonds, Strategic Financial..., REIT, Unit Investment Trusts, US Treasuries, Fixed Income Portfolio..., Fixed Income Strategies
Education
Tarleton State University 2005 — 2008
Bachelor of Science (B.S.), Communication, General
Community College of the Air Force 1990 — 1997
Associate of Applied Science, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Ken Poulsen Ken Poulsen's Edward Jones Experience May 2007 - July 2010
Job Loan Officer at the Development Company
Industry Financial Services
Experience
The Development Company - East Central Idaho Planning & Development Association January 2014 - Present
Wilson Financial Advsors August 2010 - December 2013
Edward Jones May 2007 - July 2010
Skills
Small Business, Business Development, Banking, Small Business Lending, Commercial Lending, Economic Development, Financial Analysis, SBA 504, Financial Planning &..., Underwriting, Loan Closings, Notary Public
Education
Columbia College 2011 — 2012
Bachelor of Arts (B.A.) Business Management, Banking & Financial Services
Boston Institute of Finance 2009 — 2011
Certified Financial Planner
The Development Company - East Central Idaho Planning & Development Association January 2014 - Present
Wilson Financial Advsors August 2010 - December 2013
Edward Jones May 2007 - July 2010
Skills
Small Business, Business Development, Banking, Small Business Lending, Commercial Lending, Economic Development, Financial Analysis, SBA 504, Financial Planning &..., Underwriting, Loan Closings, Notary Public
Education
Columbia College 2011 — 2012
Bachelor of Arts (B.A.) Business Management, Banking & Financial Services
Boston Institute of Finance 2009 — 2011
Certified Financial Planner
Alex Zahorchak Alex Zahorchak's Edward Jones Experience July 2006 - July 2006
Job Customer Service Meat Department at Wegmans Food Markets
Industry Retail
Experience
Starbucks February 2014 - Present
Wegmans Food Markets September 2008 - Present
D&S Enterprises Inc. May 2006 - September 2008
Edward Jones July 2006 - July 2006
Skills
Customer Service, Retail, Microsoft Office, Time Management, Inventory Management, Customer Satisfaction, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Teamwork, Outlook, Inventory Control, Organization, Producing, Creative Writing, Video Editing, Taekwondo, Production Budgeting, Celtx, Screenwriting, Final Draft, Final Cut Express
Education
Columbia College Chicago 2010 — 2012
Bachelor of Arts (BA), Film/Cinema/Video Studies
Northern Virginia Community College 2006 — 2010
Starbucks February 2014 - Present
Wegmans Food Markets September 2008 - Present
D&S Enterprises Inc. May 2006 - September 2008
Edward Jones July 2006 - July 2006
Skills
Customer Service, Retail, Microsoft Office, Time Management, Inventory Management, Customer Satisfaction, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Teamwork, Outlook, Inventory Control, Organization, Producing, Creative Writing, Video Editing, Taekwondo, Production Budgeting, Celtx, Screenwriting, Final Draft, Final Cut Express
Education
Columbia College Chicago 2010 — 2012
Bachelor of Arts (BA), Film/Cinema/Video Studies
Northern Virginia Community College 2006 — 2010
Nicholas Thomas's Edward Jones Experience January 2003 - February 2005
Job Senior Vice President / Wealth Advisor at Southwestern Investment Group /Raymond James Financial
Industry Financial Services
Experience
Southwestern Investment Group/ Raymond James Financial Services February 2005 - Present
Edward Jones January 2003 - February 2005
Skills
Income planning for..., Wealth Preservation..., Wealth Management, Wealth Accumulation..., 401k Rollovers, Investment Advisory, Retirement Planning, Growth Investing, IRAs, Investment Strategies, Series 65, Asset Allocation, Certified Financial..., Estate Planning, Finance, Financial Advisory, Securities, Personal Financial..., Wealth, Wealth Management..., Series 7, Wealth Accumulation
Education
Columbia College
University of Missouri-Columbia
Southwestern Investment Group/ Raymond James Financial Services February 2005 - Present
Edward Jones January 2003 - February 2005
Skills
Income planning for..., Wealth Preservation..., Wealth Management, Wealth Accumulation..., 401k Rollovers, Investment Advisory, Retirement Planning, Growth Investing, IRAs, Investment Strategies, Series 65, Asset Allocation, Certified Financial..., Estate Planning, Finance, Financial Advisory, Securities, Personal Financial..., Wealth, Wealth Management..., Series 7, Wealth Accumulation
Education
Columbia College
University of Missouri-Columbia
Marlena Supina Marlena Supina's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
hibu March 2014 - November 2014
Bank of America November 2013 - March 2014
North Little Rock Athletic Club September 2013 - March 2014
United States Air Force October 2007 - October 2013
Remax Business 2006 - 2007
Skills
Leadership, Sales, Personal Training, Fitness, Fitness Training, Weight Training, Sports, Direct Sales, Online Advertising, Military Physical..., Nutrition, Strength Training, Wellness Coaching, Athletics, New Business Development, Online Marketing, CrossFit Level I..., Cardio respiratory..., Automated External..., Basic First Aid..., Proficient in Microsoft..., Excellent interpersonal..., Sports Nutrition, Digital Marketing, SEM, Marketing, Cold Calling, Sales Presentations, Social Media Marketing, Customer Service, ISSA Personal Training..., Internet Marketing, Google Adwords, B2B Marketing, Series 7, series 66, Life & Health Insurance...
Education
American Military University 2008 — 2012
Bachelor of Science (B.S.), Sports and Health Sciences
Community College of the Air Force 2009 — 2011
Associate's degree, Avionics Systems Technology
Edward Jones April 2015 - Present
hibu March 2014 - November 2014
Bank of America November 2013 - March 2014
North Little Rock Athletic Club September 2013 - March 2014
United States Air Force October 2007 - October 2013
Remax Business 2006 - 2007
Skills
Leadership, Sales, Personal Training, Fitness, Fitness Training, Weight Training, Sports, Direct Sales, Online Advertising, Military Physical..., Nutrition, Strength Training, Wellness Coaching, Athletics, New Business Development, Online Marketing, CrossFit Level I..., Cardio respiratory..., Automated External..., Basic First Aid..., Proficient in Microsoft..., Excellent interpersonal..., Sports Nutrition, Digital Marketing, SEM, Marketing, Cold Calling, Sales Presentations, Social Media Marketing, Customer Service, ISSA Personal Training..., Internet Marketing, Google Adwords, B2B Marketing, Series 7, series 66, Life & Health Insurance...
Education
American Military University 2008 — 2012
Bachelor of Science (B.S.), Sports and Health Sciences
Community College of the Air Force 2009 — 2011
Associate's degree, Avionics Systems Technology
Melissa Nielson Melissa Nielson's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Citi October 2012 - April 2014
Citi October 2011 - October 2012
Citi September 2009 - October 2011
Citi February 2007 - September 2009
Skills
Proven experience..., Interviewing Skills, Microsoft Office, Strong organizational..., Presentations, Management, Team Building, Multitasking Skills, Banking, Coaching, Customer Service, Financial Services, Leadership, Process Improvement, Risk Management
Education
Colorado Technical University-Sioux Falls 2006 — 2010
Bachelor of Applied Science (BASc), Criminal Justice and Corrections, 3.98
Edward Jones April 2014 - Present
Citi October 2012 - April 2014
Citi October 2011 - October 2012
Citi September 2009 - October 2011
Citi February 2007 - September 2009
Skills
Proven experience..., Interviewing Skills, Microsoft Office, Strong organizational..., Presentations, Management, Team Building, Multitasking Skills, Banking, Coaching, Customer Service, Financial Services, Leadership, Process Improvement, Risk Management
Education
Colorado Technical University-Sioux Falls 2006 — 2010
Bachelor of Applied Science (BASc), Criminal Justice and Corrections, 3.98
Robert Belk (MBA) (LION) 1.2K+ Connections Robert Belk (MBA) (LION) 1.2K+ Connections's Edward Jones Experience April 2005 - January 2007
Job Sales Operations and Business Develpment Executive
Industry Sporting Goods
Experience
Ray's Pharmacy Inc. March 2014 - Present
Columbia Southern University August 2012 - November 2014
Beckett Media October 2012 - May 2013
MetLife March 2007 - October 2012
Edward Jones April 2005 - January 2007
United States Marine Corps September 2002 - April 2005
United States Marine Corps September 1984 - April 2005
United States Marine Corps October 1998 - September 2002
Skills
Operations Management, Human Resources, Leadership Development, Change Management, Conflict Resolution, Sales Management, Team Building, Sales Effectiveness, Client Relations Skills, Manage Client..., Integrity, Recruiting, Non-profits, Program Management, Problem Solving, Time Management, HR Policies, Organizational..., Policy, Team Co-ordination, Staff Development, Loyal, High level of initiative, Interpersonal Skill, Solid computer skills, Analysis, Sales, Customer Service, Project Management, Coaching, Talent Management, Negotiation, Interviews, Employee Benefits, Training, Marketing, Talent Acquisition, Public Speaking, Organizational..., Process Improvement, Employee Relations, Management, Team Leadership, Leadership, Project Planning, Strategic Planning, Personnel Management, Account Management, Performance Management, Budgets
Education
Columbia Southern University 2012 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 4.00
National University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Human Services, General
Texas City High School
Texas City High School
Ray's Pharmacy Inc. March 2014 - Present
Columbia Southern University August 2012 - November 2014
Beckett Media October 2012 - May 2013
MetLife March 2007 - October 2012
Edward Jones April 2005 - January 2007
United States Marine Corps September 2002 - April 2005
United States Marine Corps September 1984 - April 2005
United States Marine Corps October 1998 - September 2002
Skills
Operations Management, Human Resources, Leadership Development, Change Management, Conflict Resolution, Sales Management, Team Building, Sales Effectiveness, Client Relations Skills, Manage Client..., Integrity, Recruiting, Non-profits, Program Management, Problem Solving, Time Management, HR Policies, Organizational..., Policy, Team Co-ordination, Staff Development, Loyal, High level of initiative, Interpersonal Skill, Solid computer skills, Analysis, Sales, Customer Service, Project Management, Coaching, Talent Management, Negotiation, Interviews, Employee Benefits, Training, Marketing, Talent Acquisition, Public Speaking, Organizational..., Process Improvement, Employee Relations, Management, Team Leadership, Leadership, Project Planning, Strategic Planning, Personnel Management, Account Management, Performance Management, Budgets
Education
Columbia Southern University 2012 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 4.00
National University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Human Services, General
Texas City High School
Texas City High School
Jason Chakot Jason Chakot's Edward Jones Experience March 2010 - August 2010
Job Training Director at the NYS Division of Veterans' Affairs
Industry Government Administration
Experience
New York State Division of Veterans' Affairs September 2010 - Present
SUNY 2013 - 2013
Edward Jones March 2010 - August 2010
US Army January 2006 - September 2009
US Army August 1989 - September 2009
US Army January 1998 - August 2009
US Army January 1998 - January 2003
Skills
Security Clearance, Military, Training, Human Resources, Program Management, Leadership, Recruiting, Personnel Management, DoD, Employee Relations, Management, Coaching, Project Planning, Budgets, Analysis
Education
Columbia Southern University 2006 — 2009
BSBA, HR Management
Columbia Southern University 2006 — 2008
Associate of Applied Science, Business Administration
2009
Bachelor of Science, Business Administration / HR Management
New York State Division of Veterans' Affairs September 2010 - Present
SUNY 2013 - 2013
Edward Jones March 2010 - August 2010
US Army January 2006 - September 2009
US Army August 1989 - September 2009
US Army January 1998 - August 2009
US Army January 1998 - January 2003
Skills
Security Clearance, Military, Training, Human Resources, Program Management, Leadership, Recruiting, Personnel Management, DoD, Employee Relations, Management, Coaching, Project Planning, Budgets, Analysis
Education
Columbia Southern University 2006 — 2009
BSBA, HR Management
Columbia Southern University 2006 — 2008
Associate of Applied Science, Business Administration
2009
Bachelor of Science, Business Administration / HR Management
Shannon Saufley's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator for Edward Jones
Industry Investment Management
Experience
Edward Jones April 2014 - Present
ElderCare Associates July 2010 - April 2014
The Body Shop May 2008 - June 2010
Cheyenne Mountain Zoo Gift Shop, Service System Associates June 2006 - August 2008
Gift Shop at Summit House on Pikes Peak June 2005 - September 2005
Skills
Leadership, Customer Service, Time Management, Data Analysis, Entrepreneurship, Management, Marketing, Merchandising, Public Speaking, Research, Sales, Strategy, Coaching, Microsoft Office, Recruiting, Strategic Planning, Training
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration; Management
Edward Jones April 2014 - Present
ElderCare Associates July 2010 - April 2014
The Body Shop May 2008 - June 2010
Cheyenne Mountain Zoo Gift Shop, Service System Associates June 2006 - August 2008
Gift Shop at Summit House on Pikes Peak June 2005 - September 2005
Skills
Leadership, Customer Service, Time Management, Data Analysis, Entrepreneurship, Management, Marketing, Merchandising, Public Speaking, Research, Sales, Strategy, Coaching, Microsoft Office, Recruiting, Strategic Planning, Training
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration; Management
Ric Lucas Ric Lucas's Edward Jones Experience November 2001 - December 2009
Job Vice President Financial Consultant , Charles Schwab & Co., Inc. Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
JPMorgan Chase December 2009 - November 2011
Edward Jones November 2001 - December 2009
H&R Block Financial Advisors December 1995 - November 2001
Education
Columbia College Chicago 1991 — 1993
Bachelor's degree, Marketing
Loras College 1987 — 1990
Charles Schwab November 2011 - Present
JPMorgan Chase December 2009 - November 2011
Edward Jones November 2001 - December 2009
H&R Block Financial Advisors December 1995 - November 2001
Education
Columbia College Chicago 1991 — 1993
Bachelor's degree, Marketing
Loras College 1987 — 1990
Lindell Widger Lindell Widger's Edward Jones Experience April 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2008 - Present
Brewer Science October 2001 - April 2007
Skills
401k Rollovers, Retirement Planning, Retirement, Roth IRA, Traditional IRA, 529 Plans, Bonds, SEP IRA, Estate Considerations, 401ks, Simple IRA, Portfolio and Plan..., Annuites, Common Stock
Education
Columbia College
Business Administration and Management, General
Rolla High School
Edward Jones April 2008 - Present
Brewer Science October 2001 - April 2007
Skills
401k Rollovers, Retirement Planning, Retirement, Roth IRA, Traditional IRA, 529 Plans, Bonds, SEP IRA, Estate Considerations, 401ks, Simple IRA, Portfolio and Plan..., Annuites, Common Stock
Education
Columbia College
Business Administration and Management, General
Rolla High School
Jacquelyn Vasvari-Toke's Edward Jones Experience September 2009 - Present
Job Intern / Board operator
Industry Telecommunications
Experience
WIBG Radio January 2013 - Present
New Jersey Air National Guard February 2010 - Present
Edward Jones September 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Audition, QuarkXPress, Secretarial Skills, Answering Phones, Appointment Scheduling, Adobe Creative Suite, Video Camera, Digital Cameras, Adobe Premier, Non-linear Editing, Linear Editing, Video Production, TV News Production, Radio
Education
Community College of the Air Force 2010 — 2013
Associate's degree, Human Resources Management/Personnel Administration, General, 3.5
Rowan University 2009 — 2013
Bachelor's degree, Radio and Television
Burlington County College 2011 — 2012
WIBG Radio January 2013 - Present
New Jersey Air National Guard February 2010 - Present
Edward Jones September 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Audition, QuarkXPress, Secretarial Skills, Answering Phones, Appointment Scheduling, Adobe Creative Suite, Video Camera, Digital Cameras, Adobe Premier, Non-linear Editing, Linear Editing, Video Production, TV News Production, Radio
Education
Community College of the Air Force 2010 — 2013
Associate's degree, Human Resources Management/Personnel Administration, General, 3.5
Rowan University 2009 — 2013
Bachelor's degree, Radio and Television
Burlington County College 2011 — 2012
Gregory Fernandes, DMS Gregory Fernandes, DMS's Edward Jones Experience June 2012 - March 2015
Job Experience Highimpact Financial and Operational Executive with Excellent Leadership and Full Service Investment Broker
Industry Investment Banking
Experience
Edward Jones June 2012 - March 2015
Optionswin December 2009 - June 2012
BBM Nielsen April 1987 - December 2009
Nielsen Media Research 1987 - 2007
Manac Systems 1986 - 1987
Mercantile Bank 1980 - 1986
Skills
Strategy, Management, Mergers & Acquisitions, Strategic Planning, Leadership, Market Research, Cross-functional Team..., Process Improvement, Finance, Budgets, Risk Management, Financial Analysis, Start-ups, Mutual Funds, Analytics, Banking, Corporate Finance, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Project Management, Change Management, Data Analysis, Options, Financial Services, Financial Risk, Financial Advisory, Stock Market, Investment Strategies, Life Insurance, Disability Insurance, Health Insurance
Education
Canadian Securities Institute 2010 — 2011
DMS, CSC, Licensed Options OLC; Licensed Futures FLC
Concordia University
Commerce
Dawson College
Social Science
Edward Jones June 2012 - March 2015
Optionswin December 2009 - June 2012
BBM Nielsen April 1987 - December 2009
Nielsen Media Research 1987 - 2007
Manac Systems 1986 - 1987
Mercantile Bank 1980 - 1986
Skills
Strategy, Management, Mergers & Acquisitions, Strategic Planning, Leadership, Market Research, Cross-functional Team..., Process Improvement, Finance, Budgets, Risk Management, Financial Analysis, Start-ups, Mutual Funds, Analytics, Banking, Corporate Finance, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Project Management, Change Management, Data Analysis, Options, Financial Services, Financial Risk, Financial Advisory, Stock Market, Investment Strategies, Life Insurance, Disability Insurance, Health Insurance
Education
Canadian Securities Institute 2010 — 2011
DMS, CSC, Licensed Options OLC; Licensed Futures FLC
Concordia University
Commerce
Dawson College
Social Science
Kathy Shultz, MBA, CFP® Kathy Shultz, MBA, CFP®'s Edward Jones Experience January 2008 - March 2010
Job Financial Advice to 1st Generation American and Immigrant Families
Industry Financial Services
Experience
Shultz Financial Planning July 2010 - Present
Edward Jones January 2008 - March 2010
UBS Wealth Management 2006 - 2007
Tektronix 1998 - 2003
Skills
Fluent in English &..., Specialize in planning..., Planning for Immigrant..., Focus on Baby Boomers...
Education
Portland State University - School of Business 1994 — 1996
MBA
Concordia University-Portland 1989 — 1992
BA, Accounting / Financial management
Our Lady of the Rosary College
Shultz Financial Planning July 2010 - Present
Edward Jones January 2008 - March 2010
UBS Wealth Management 2006 - 2007
Tektronix 1998 - 2003
Skills
Fluent in English &..., Specialize in planning..., Planning for Immigrant..., Focus on Baby Boomers...
Education
Portland State University - School of Business 1994 — 1996
MBA
Concordia University-Portland 1989 — 1992
BA, Accounting / Financial management
Our Lady of the Rosary College
Frank J. Papotto, Ph.D. Frank J. Papotto, Ph.D.'s Edward Jones Experience November 2009 - October 2011
Job Managing Director & Principal Consultant @ Empowering Effectiveness: Adapt, Engage, Align, & Execute
Industry Human Resources
Experience
Argosy University September 2014 - Present
Empowering Effectiveness October 2011 - Present
Edward Jones November 2009 - October 2011
Frank J. Papotto February 2006 - November 2009
SunTrust Mortgage November 1999 - December 2005
OTD Consulting August 1990 - September 1999
MetLife September 1988 - June 1989
IBM October 1987 - September 1988
NYC Department of Education January 1986 - October 1987
Education
Columbia University in the City of New York 1985 — 1991
Ph.D.
Teachers College of Columbia University 1984 — 1985
MA
University of Rochester 1979 — 1983
Bachelor of Arts (B.A.)
Argosy University September 2014 - Present
Empowering Effectiveness October 2011 - Present
Edward Jones November 2009 - October 2011
Frank J. Papotto February 2006 - November 2009
SunTrust Mortgage November 1999 - December 2005
OTD Consulting August 1990 - September 1999
MetLife September 1988 - June 1989
IBM October 1987 - September 1988
NYC Department of Education January 1986 - October 1987
Education
Columbia University in the City of New York 1985 — 1991
Ph.D.
Teachers College of Columbia University 1984 — 1985
MA
University of Rochester 1979 — 1983
Bachelor of Arts (B.A.)
Pierre Prieur Pierre Prieur's Edward Jones Experience November 2008 - March 2011
Job Conseiller en placement et retraite at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada March 2011 - Present
Edward Jones November 2008 - March 2011
Festo December 2006 - November 2008
Festo 1995 - 2006
Education
HEC Montréal 1996 — 1999
MBA, Business
Concordia University 1993 — 1996
BA, Honors Economics, Economics
Ryerson University 1983 — 1988
bachelor, Mechanical Engineering
KLCVI 1978 — 1983
National Bank of Canada March 2011 - Present
Edward Jones November 2008 - March 2011
Festo December 2006 - November 2008
Festo 1995 - 2006
Education
HEC Montréal 1996 — 1999
MBA, Business
Concordia University 1993 — 1996
BA, Honors Economics, Economics
Ryerson University 1983 — 1988
bachelor, Mechanical Engineering
KLCVI 1978 — 1983
Jonathan Bryan Jonathan Bryan's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Air National Guard August 2011 - Present
GEICO October 2012 - March 2014
State Farm Insurance February 2010 - September 2012
Education
Community College of the Air Force 2012 — 2014
Aerospace Maintenance
Shenandoah Valley Academy 2004 — 2007
Spencerville Adventist Academy
Edward Jones March 2014 - Present
Air National Guard August 2011 - Present
GEICO October 2012 - March 2014
State Farm Insurance February 2010 - September 2012
Education
Community College of the Air Force 2012 — 2014
Aerospace Maintenance
Shenandoah Valley Academy 2004 — 2007
Spencerville Adventist Academy
Jill Carlson Jill Carlson's Edward Jones Experience October 1997 - June 2005
Job Administrative at City of Columbia
Industry Government Administration
Experience
City of Columbia, TN June 2012 - Present
Anoka Hennepin School District 11 July 2005 - December 2009
Edward Jones October 1997 - June 2005
Skills
Administrative..., Office Administration, Outlook, Office Management, Event Planning, Customer Service, Data Entry, Microsoft Excel, PowerPoint, Microsoft Office, Spreadsheets, Microsoft Word, Public Speaking, Time Management, Administration, Administrative...
Education
Columbia State Community College 1985 — 1987
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Columbia Central High School 1982 — 1985
Diploma, Marketing
City of Columbia, TN June 2012 - Present
Anoka Hennepin School District 11 July 2005 - December 2009
Edward Jones October 1997 - June 2005
Skills
Administrative..., Office Administration, Outlook, Office Management, Event Planning, Customer Service, Data Entry, Microsoft Excel, PowerPoint, Microsoft Office, Spreadsheets, Microsoft Word, Public Speaking, Time Management, Administration, Administrative...
Education
Columbia State Community College 1985 — 1987
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Columbia Central High School 1982 — 1985
Diploma, Marketing
Kari Dahlin's Edward Jones Experience February 2014 - Present
Job On Call Branch Office Administrator at Edward Jones
Industry Mental Health Care
Experience
Edward Jones February 2014 - Present
Holy Cross Lutheran Church May 1999 - Present
Henderson Consulting and EAP April 2006 - July 2014
Lifespan Counseling, LLC March 1992 - May 1999
Skills
Treatment of depression, Co-occurring Disorders, Premarital Counseling, Post Traumatic Stress, Life Transitions, Anger Management, Dual Diagnosis, Trauma Therapy, Clinical Research, Kari excels in use of..., Kari is creative,..., Marital Counseling, Community Outreach, Depression Treatment, Mental Health, Nonprofits, Public Speaking
Education
University of Minnesota-Twin Cities 1985 — 1988
Master of Social Work (MSW), clinical Social Work
Colorado State University 1976 — 1980
Human Development and Family Studies, General
Colorado State University 1976 — 1980
Bachelor’s Degree, Human Development and Family Studies, General
Edward Jones February 2014 - Present
Holy Cross Lutheran Church May 1999 - Present
Henderson Consulting and EAP April 2006 - July 2014
Lifespan Counseling, LLC March 1992 - May 1999
Skills
Treatment of depression, Co-occurring Disorders, Premarital Counseling, Post Traumatic Stress, Life Transitions, Anger Management, Dual Diagnosis, Trauma Therapy, Clinical Research, Kari excels in use of..., Kari is creative,..., Marital Counseling, Community Outreach, Depression Treatment, Mental Health, Nonprofits, Public Speaking
Education
University of Minnesota-Twin Cities 1985 — 1988
Master of Social Work (MSW), clinical Social Work
Colorado State University 1976 — 1980
Human Development and Family Studies, General
Colorado State University 1976 — 1980
Bachelor’s Degree, Human Development and Family Studies, General
Lon Varns Lon Varns's Edward Jones Experience May 1999 - August 2004
Job BRS Technical Support Team Manager at BBVA Compass | MBA | Independent Banking Consultant | SR Marketing Analyst
Industry Banking
Experience
BBVA Compass October 2015 - Present
Everett Advisory Partners, LLC May 2015 - October 2015
West Texas National Bank May 2014 - May 2015
Southwest 66 Credit Union December 2013 - May 2014
Luckie & Company August 2012 - December 2013
Luckie & Company April 2010 - June 2012
BBVA Compass (Formerly Guaranty Bank) March 2008 - February 2010
Guadalupe County Sheriffs Office June 2006 - March 2008
USAA 2004 - 2005
Edward Jones May 1999 - August 2004
Skills
Forecasting, Marketing, Management, Financial Analysis, Process Improvement, Leadership, Advertising, Strategic Planning, Strategy, Budgets, Sales, Microsoft Excel, Direct Marketing, Project Management, Financial Modeling, Email Marketing, Finance, Banking, Database Marketing, Financial Reporting, Marketing Analytics, Competitive Analysis, CRM, Online Marketing..., Quantitative Analytics, Training, Account Management, Marketing Management, Accounting, Segmentation, Integrated Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Direct Mail, Budgeting, Financial Services, Market Research, Online Marketing, Brand Management, Marketing Communications, Mobile Marketing, Marketing Research, Online Advertising, Pricing, Product Marketing
Education
Concordia University-Austin 2011 — 2013
MBA, Organizational Leadership and Management
Texas Lutheran University 1999 — 2002
BA, Finance
College for Financial Planning 2004 — 2004
CRPC, Certified Retirement Planning Counselor
US Navy NAVTECTRACEN Corry Station 1996 — 1997
Electronic Warfare Operations, Electronic Warfare
BBVA Compass October 2015 - Present
Everett Advisory Partners, LLC May 2015 - October 2015
West Texas National Bank May 2014 - May 2015
Southwest 66 Credit Union December 2013 - May 2014
Luckie & Company August 2012 - December 2013
Luckie & Company April 2010 - June 2012
BBVA Compass (Formerly Guaranty Bank) March 2008 - February 2010
Guadalupe County Sheriffs Office June 2006 - March 2008
USAA 2004 - 2005
Edward Jones May 1999 - August 2004
Skills
Forecasting, Marketing, Management, Financial Analysis, Process Improvement, Leadership, Advertising, Strategic Planning, Strategy, Budgets, Sales, Microsoft Excel, Direct Marketing, Project Management, Financial Modeling, Email Marketing, Finance, Banking, Database Marketing, Financial Reporting, Marketing Analytics, Competitive Analysis, CRM, Online Marketing..., Quantitative Analytics, Training, Account Management, Marketing Management, Accounting, Segmentation, Integrated Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Direct Mail, Budgeting, Financial Services, Market Research, Online Marketing, Brand Management, Marketing Communications, Mobile Marketing, Marketing Research, Online Advertising, Pricing, Product Marketing
Education
Concordia University-Austin 2011 — 2013
MBA, Organizational Leadership and Management
Texas Lutheran University 1999 — 2002
BA, Finance
College for Financial Planning 2004 — 2004
CRPC, Certified Retirement Planning Counselor
US Navy NAVTECTRACEN Corry Station 1996 — 1997
Electronic Warfare Operations, Electronic Warfare
Kevin Wray's Edward Jones Experience October 2006 - September 2008
Job Getting things done
Industry Computer Software
Experience
Palantir September 2012 - Present
TS Security Training May 2010 - August 2012
State of California April 2007 - April 2010
California Air National Guard October 2002 - April 2010
Edward Jones October 2006 - September 2008
Skills
Program Management, Scrum, Software Project..., Team Leadership, Emergency Management, Military, Training, Government, Security Clearance, Homeland Security, Counterterrorism, DoD, Military Operations, Security, agile, Salesforce.com, Public Speaking
Education
Stanford University 2014 — 2015
Certification, Program Management
California State University Fresno 2004 — 2005
BS, Finance
Community College of the Air Force 2002 — 2004
Associate's Degree, Crisis/Emergency/Disaster Management
Palantir September 2012 - Present
TS Security Training May 2010 - August 2012
State of California April 2007 - April 2010
California Air National Guard October 2002 - April 2010
Edward Jones October 2006 - September 2008
Skills
Program Management, Scrum, Software Project..., Team Leadership, Emergency Management, Military, Training, Government, Security Clearance, Homeland Security, Counterterrorism, DoD, Military Operations, Security, agile, Salesforce.com, Public Speaking
Education
Stanford University 2014 — 2015
Certification, Program Management
California State University Fresno 2004 — 2005
BS, Finance
Community College of the Air Force 2002 — 2004
Associate's Degree, Crisis/Emergency/Disaster Management
Jen Wasco Fisher Jen Wasco Fisher's Edward Jones Experience October 2001 - April 2006
Job Lead Office Coordinator
Industry Retail
Experience
Muenchens Furniture March 2014 - Present
General Data Company, Inc. June 2008 - March 2010
GE Capital July 2005 - May 2006
Edward Jones October 2001 - April 2006
Skills
Sales, Social Networking, Customer Service, Time Management, Microsoft Office, Management, 10 Key, Dependable Team Player, Work Independently with..., Flexible to Change, Grasp New Concepts..., Microsoft Excel, Microsoft Word, Account Management, Business Development, Highly Ambitious, Administrative..., Internal Communications, Accounts Payable, Data Entry, Organization, Adobe Acrobat, Internet, Typing, Positive Can-do Attitude, Administrative Office..., General Office..., Sales Process, Sales Operations, Process Improvement, Marketing Communications, Handle Confidential..., Peer Mentoring, Non-profits..., Sales Presentations, Establish & Maintain...
Education
Columbus State 2011 — 2013
Certificate, Business Administration and Management, 3.867
Indian Hill High School 1994 — 1998
Diploma
Muenchens Furniture March 2014 - Present
General Data Company, Inc. June 2008 - March 2010
GE Capital July 2005 - May 2006
Edward Jones October 2001 - April 2006
Skills
Sales, Social Networking, Customer Service, Time Management, Microsoft Office, Management, 10 Key, Dependable Team Player, Work Independently with..., Flexible to Change, Grasp New Concepts..., Microsoft Excel, Microsoft Word, Account Management, Business Development, Highly Ambitious, Administrative..., Internal Communications, Accounts Payable, Data Entry, Organization, Adobe Acrobat, Internet, Typing, Positive Can-do Attitude, Administrative Office..., General Office..., Sales Process, Sales Operations, Process Improvement, Marketing Communications, Handle Confidential..., Peer Mentoring, Non-profits..., Sales Presentations, Establish & Maintain...
Education
Columbus State 2011 — 2013
Certificate, Business Administration and Management, 3.867
Indian Hill High School 1994 — 1998
Diploma
Pete and Cam Praznik's Edward Jones Experience June 2000 - December 2005
Job partner at przmtz Cam and Pete's Treasures
Industry Retail
Experience
przmtz - Cam and Pete's Treasures - June 1996 - Present
Edward Jones June 2000 - December 2005
Army National Guard June 1969 - December 1994
Education
Colorado State University 1965 — 1969
BE, Marketing and Distribution
przmtz - Cam and Pete's Treasures - June 1996 - Present
Edward Jones June 2000 - December 2005
Army National Guard June 1969 - December 1994
Education
Colorado State University 1965 — 1969
BE, Marketing and Distribution
Brad Iversen Brad Iversen's Edward Jones Experience December 2007 - Present
Job Chief Marketing Officer
Industry Financial Services
Experience
Edward Jones December 2007 - Present
H&R Block 2003 - 2007
Bank One (now JP Morgan Chase) 1997 - 2002
First Union (now Wells Fargo) 1994 - 1997
NationsBank (now Bank of America) 1987 - 1994
MasterCard 1984 - 1987
GE Capital 1983 - 1984
McKinsey & Company 1980 - 1983
Skills
Marketing Research, Metrics, Analytics, Marketing Strategy, Strategy, Direct Marketing, Competitive Analysis, Strategic Partnerships, Marketing, Integrated Marketing, Segmentation, Market Research, Product Marketing, Strategic Planning, Marketing Communications, Digital Marketing, Brand Management, Customer Acquisition, Lead Generation, Online Advertising
Education
Columbia University - Columbia Business School
MBA, Marketing and Finance
University of Massachusetts, Amherst
BA, History
Edward Jones December 2007 - Present
H&R Block 2003 - 2007
Bank One (now JP Morgan Chase) 1997 - 2002
First Union (now Wells Fargo) 1994 - 1997
NationsBank (now Bank of America) 1987 - 1994
MasterCard 1984 - 1987
GE Capital 1983 - 1984
McKinsey & Company 1980 - 1983
Skills
Marketing Research, Metrics, Analytics, Marketing Strategy, Strategy, Direct Marketing, Competitive Analysis, Strategic Partnerships, Marketing, Integrated Marketing, Segmentation, Market Research, Product Marketing, Strategic Planning, Marketing Communications, Digital Marketing, Brand Management, Customer Acquisition, Lead Generation, Online Advertising
Education
Columbia University - Columbia Business School
MBA, Marketing and Finance
University of Massachusetts, Amherst
BA, History
Dominic Messina Dominic Messina's Edward Jones Experience November 2006 - September 2010
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2010 - Present
Edward Jones November 2006 - September 2010
UMB Bank October 1999 - April 2006
Education
Webster University 2001 — 2003
MA, Computer Resources and Information Management
Columbia College 1996 — 2000
BA, Business Administration
Principal Financial Group December 2010 - Present
Edward Jones November 2006 - September 2010
UMB Bank October 1999 - April 2006
Education
Webster University 2001 — 2003
MA, Computer Resources and Information Management
Columbia College 1996 — 2000
BA, Business Administration
Daniel De Jong, CFP®, AAMS® Daniel De Jong, CFP®, AAMS®'s Edward Jones Experience May 1997 - March 2008
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2008 - Present
Edward Jones May 1997 - March 2008
Van Kampen Investments 1991 - 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Investment Strategies, ETFs, Wealth Management, Retirement Planning, Separately Managed..., Investments, Investment Advisory, Asset Managment, Alternative Investments, Securities
Education
Trinity International University 1991 — 1993
BA, Business Communication
Columbia International University 1979 — 1981
Raymond James & Associates, Inc March 2008 - Present
Edward Jones May 1997 - March 2008
Van Kampen Investments 1991 - 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Investment Strategies, ETFs, Wealth Management, Retirement Planning, Separately Managed..., Investments, Investment Advisory, Asset Managment, Alternative Investments, Securities
Education
Trinity International University 1991 — 1993
BA, Business Communication
Columbia International University 1979 — 1981
Renee Walton Renee Walton's Edward Jones Experience May 2002 - January 2006
Job Government Affairs at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines March 2012 - Present
RJ and Makay April 2010 - April 2010
P.I.N.K. Foundation June 2009 - February 2010
BenefitStreet, Inc January 2006 - November 2007
Edward Jones May 2002 - January 2006
PaineWebber, Inc January 1996 - February 2001
Skills
Retirement Planning, 401k, Retirement, Investments, Mutual Funds, Series 7, Series 63, Asset Managment, Pensions, Estate Planning, Insurance, Financial Planners, Long-term Care, Profit Sharing, Wealth Management
Education
Colorado Technical University 2008 — 2010
MBA, Business Administration; Marketing
California State University 2001 — 2002
Bachelor of Art, History
Delta Air Lines March 2012 - Present
RJ and Makay April 2010 - April 2010
P.I.N.K. Foundation June 2009 - February 2010
BenefitStreet, Inc January 2006 - November 2007
Edward Jones May 2002 - January 2006
PaineWebber, Inc January 1996 - February 2001
Skills
Retirement Planning, 401k, Retirement, Investments, Mutual Funds, Series 7, Series 63, Asset Managment, Pensions, Estate Planning, Insurance, Financial Planners, Long-term Care, Profit Sharing, Wealth Management
Education
Colorado Technical University 2008 — 2010
MBA, Business Administration; Marketing
California State University 2001 — 2002
Bachelor of Art, History
Michael Sonoiki, CFP® Michael Sonoiki, CFP®'s Edward Jones Experience January 2005 - July 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Financial Advisor at Wells Fargo Advisors July 2008 - Present
Edward Jones January 2005 - July 2008
Citigroup 1996 - 2004
Skills
Investments, Retirement Planning, Financial Services, Finance, Fixed Annuities, 401k, Asset Management, Small Business, Insurance, Annuities, Long Term Care, Investment Planning, Investment Strategies, Financial Advisory, Mutual Funds, Retirement
Education
Concordia University-St. Paul
BA, Marketing, Business
Financial Advisor at Wells Fargo Advisors July 2008 - Present
Edward Jones January 2005 - July 2008
Citigroup 1996 - 2004
Skills
Investments, Retirement Planning, Financial Services, Finance, Fixed Annuities, 401k, Asset Management, Small Business, Insurance, Annuities, Long Term Care, Investment Planning, Investment Strategies, Financial Advisory, Mutual Funds, Retirement
Education
Concordia University-St. Paul
BA, Marketing, Business
Lana Branham Lana Branham's Edward Jones Experience September 2003 - January 2011
Job Safety Specialist
Industry Construction
Experience
TP Mechanical Contractors July 2013 - Present
Neverman Construction Co. October 2011 - July 2013
Scioto Darby Concrete, Inc April 2006 - October 2011
Edward Jones September 2003 - January 2011
Skills
Process Scheduler, Construction, Inspection, Manufacturing, Facilities Management, Subcontracting, Customer Service, Accounts Payable, Concrete, Microsoft Excel, Team Leadership, OSHA 30-Hour, Team Building, Renovation, Insurance, Data Entry, Construction Safety, New Hire Orientations, Safety Management..., Strategic Planning, Training, Leadership, Contractors, Community Outreach, Sales Management, Outlook, Accounts Receivable, Public Speaking, Accounting, Pre-construction, New Business Development, Environmental Awareness, Invoicing, Microsoft Word, Contract Management, Workplace Safety, Human Resources, Troubleshooting, PowerPoint, Industrial Safety, Budgets, Purchasing, Policy, Coaching, Accident Investigation, Payroll, Change Orders, Auditing, Employee Relations, Risk Assessment
Education
Columbus State Community College 2005 — 2005
English, Accounting, Writing Proficiencies
TP Mechanical Contractors July 2013 - Present
Neverman Construction Co. October 2011 - July 2013
Scioto Darby Concrete, Inc April 2006 - October 2011
Edward Jones September 2003 - January 2011
Skills
Process Scheduler, Construction, Inspection, Manufacturing, Facilities Management, Subcontracting, Customer Service, Accounts Payable, Concrete, Microsoft Excel, Team Leadership, OSHA 30-Hour, Team Building, Renovation, Insurance, Data Entry, Construction Safety, New Hire Orientations, Safety Management..., Strategic Planning, Training, Leadership, Contractors, Community Outreach, Sales Management, Outlook, Accounts Receivable, Public Speaking, Accounting, Pre-construction, New Business Development, Environmental Awareness, Invoicing, Microsoft Word, Contract Management, Workplace Safety, Human Resources, Troubleshooting, PowerPoint, Industrial Safety, Budgets, Purchasing, Policy, Coaching, Accident Investigation, Payroll, Change Orders, Auditing, Employee Relations, Risk Assessment
Education
Columbus State Community College 2005 — 2005
English, Accounting, Writing Proficiencies
Pablo Garcia, Jr.'s Edward Jones Experience December 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Program Executive Office - Aviation July 2013 - November 2014
TRADOC Program Office - Aviation Brigades October 2009 - November 2011
Skills
Aircraft, Army, Aviation, Defense, Human Factors, Leadership, Military Operations, National Security, Operational Planning, Program Management, Project Management, Strategic Planning, DoD, Government, Military Experience
Education
Concordia University Texas 2012 — 2013
Master of Business Administration (MBA), Organizational Leadership and Management, 4.0
Embry-Riddle Aeronautical University 1998 — 2002
Bachelors of Science, Applied Experimental Psychology
Edward Jones December 2014 - Present
Program Executive Office - Aviation July 2013 - November 2014
TRADOC Program Office - Aviation Brigades October 2009 - November 2011
Skills
Aircraft, Army, Aviation, Defense, Human Factors, Leadership, Military Operations, National Security, Operational Planning, Program Management, Project Management, Strategic Planning, DoD, Government, Military Experience
Education
Concordia University Texas 2012 — 2013
Master of Business Administration (MBA), Organizational Leadership and Management, 4.0
Embry-Riddle Aeronautical University 1998 — 2002
Bachelors of Science, Applied Experimental Psychology
Thomas TC Cougill's Edward Jones Experience November 2014 - June 2015
Job Financial Advisor
Industry Investment Management
Experience
First Command Financial Services September 2015 - Present
US Air Force Reserve June 2014 - Present
Edward Jones November 2014 - June 2015
5th Circuit Public Defender's Office September 2012 - October 2014
US Air Force Reserve August 2013 - May 2014
US Air Force Reserve June 2012 - February 2014
5th Circuit Public Defender's Office September 2009 - September 2012
US Air Force Reserve September 2009 - June 2012
US Air Force Reserve January 2009 - September 2009
US Air Force Reserve September 2000 - January 2009
Skills
Air Force, Security Clearance, Military, Security+, DoD, Information Assurance, Team Building, Program Management, Top Secret, Military Experience, Investigation, Criminal Investigations, Mitigation, Defense, Leadership, Command & Control, Homeland Security, Network Security, Force Protection, Security, Government, Communications Security, SIGINT, Military Operations, Management, Training, Computer Security, Policy, Public Speaking, Leadership Development, Team Leadership, Microsoft Office, Sales, Networking, Strategic Planning, Analysis, Command, Customer Service, National Security, Problem Solving, Operations Management, Technical Support, Coaching, Social Media, Event Planning, Marketing, Social Networking, Interviews, Mentoring, Recruiting
Education
Columbia Southern University 2014 — 2018
Master of Business Administration (M.B.A.), Project Management, 4.0
Columbia Southern University 2011 — 2012
BS Business Administration (Magna Cum Laude), Information Technology, 3.9
Community College of the Air Force 2010 — 2011
Associate in Applied Science, Human Resources
Community College of the Air Force 2006 — 2008
Associate in Applied Science, Information Systems Technology
Vanguard High 1999 — 2000
Diploma, General Studies
Lake Weir High 1996 — 1999
Diploma, General Studies
First Command Financial Services September 2015 - Present
US Air Force Reserve June 2014 - Present
Edward Jones November 2014 - June 2015
5th Circuit Public Defender's Office September 2012 - October 2014
US Air Force Reserve August 2013 - May 2014
US Air Force Reserve June 2012 - February 2014
5th Circuit Public Defender's Office September 2009 - September 2012
US Air Force Reserve September 2009 - June 2012
US Air Force Reserve January 2009 - September 2009
US Air Force Reserve September 2000 - January 2009
Skills
Air Force, Security Clearance, Military, Security+, DoD, Information Assurance, Team Building, Program Management, Top Secret, Military Experience, Investigation, Criminal Investigations, Mitigation, Defense, Leadership, Command & Control, Homeland Security, Network Security, Force Protection, Security, Government, Communications Security, SIGINT, Military Operations, Management, Training, Computer Security, Policy, Public Speaking, Leadership Development, Team Leadership, Microsoft Office, Sales, Networking, Strategic Planning, Analysis, Command, Customer Service, National Security, Problem Solving, Operations Management, Technical Support, Coaching, Social Media, Event Planning, Marketing, Social Networking, Interviews, Mentoring, Recruiting
Education
Columbia Southern University 2014 — 2018
Master of Business Administration (M.B.A.), Project Management, 4.0
Columbia Southern University 2011 — 2012
BS Business Administration (Magna Cum Laude), Information Technology, 3.9
Community College of the Air Force 2010 — 2011
Associate in Applied Science, Human Resources
Community College of the Air Force 2006 — 2008
Associate in Applied Science, Information Systems Technology
Vanguard High 1999 — 2000
Diploma, General Studies
Lake Weir High 1996 — 1999
Diploma, General Studies
Jim Kreitler, CFP®'s Edward Jones Experience June 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2003 - Present
ABN AMRO Bank N.V. July 1995 - May 2003
CIBC June 1993 - July 1995
Skills
Consultative..., Finance, Investments, Asset Allocation, Portfolio Management, Asset Management, Equities, Fixed Income, Financial Analysis
Education
Columbia University in the City of New York 1989 — 1991
M.A., International Affairs
Hamilton College 1981 — 1985
B.A., History
Edward Jones June 2003 - Present
ABN AMRO Bank N.V. July 1995 - May 2003
CIBC June 1993 - July 1995
Skills
Consultative..., Finance, Investments, Asset Allocation, Portfolio Management, Asset Management, Equities, Fixed Income, Financial Analysis
Education
Columbia University in the City of New York 1989 — 1991
M.A., International Affairs
Hamilton College 1981 — 1985
B.A., History
Ladipo Lawani's Edward Jones Experience April 2010 - December 2010
Job MBA Candidate at Columbia Business School
Industry Consumer Goods
Experience
Columbia Business School August 2015 - Present
L&L Foods June 2015 - Present
British American Tobacco January 2015 - June 2015
British American Tobacco March 2014 - February 2015
British American Tobacco March 2012 - March 2014
LEAD April 2011 - March 2012
The Hub (Worldwide) January 2011 - April 2011
Edward Jones April 2010 - December 2010
Blue Lion Marketing (AT&T Vendor) September 2009 - March 2010
FIRST SECURITIES DISCOUNT HOUSE (FSDH) December 2008 - June 2009
Skills
Market Research, Investments, Program Management, Marketing, Management, Start-ups, Marketing Management, Project Management, Leadership, Project Planning, Finance, Sales, Cross-functional Team..., Competitive Analysis, Strategy, Strategic Planning, Analysis, Marketing Strategy, Business Strategy, Team Leadership, FMCG
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Knox College 2004 — 2008
Bachelor of Arts (BA), Economics
Kings College Lagos 1998 — 2004
WASSCE, Economics
Columbia Business School August 2015 - Present
L&L Foods June 2015 - Present
British American Tobacco January 2015 - June 2015
British American Tobacco March 2014 - February 2015
British American Tobacco March 2012 - March 2014
LEAD April 2011 - March 2012
The Hub (Worldwide) January 2011 - April 2011
Edward Jones April 2010 - December 2010
Blue Lion Marketing (AT&T Vendor) September 2009 - March 2010
FIRST SECURITIES DISCOUNT HOUSE (FSDH) December 2008 - June 2009
Skills
Market Research, Investments, Program Management, Marketing, Management, Start-ups, Marketing Management, Project Management, Leadership, Project Planning, Finance, Sales, Cross-functional Team..., Competitive Analysis, Strategy, Strategic Planning, Analysis, Marketing Strategy, Business Strategy, Team Leadership, FMCG
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Knox College 2004 — 2008
Bachelor of Arts (BA), Economics
Kings College Lagos 1998 — 2004
WASSCE, Economics
Danny Pike Danny Pike's Edward Jones Experience June 2015 - Present
Job Student at Concordia College
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Enterprise Rent-A-Car May 2014 - August 2014
Aqua Lawn May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Teamwork, Microsoft Word
Education
Concordia College 2011 — 2015
Park Rapids HS
Edward Jones June 2015 - Present
Enterprise Rent-A-Car May 2014 - August 2014
Aqua Lawn May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Teamwork, Microsoft Word
Education
Concordia College 2011 — 2015
Park Rapids HS
Elliot J. Small, ITIL Elliot J. Small, ITIL's Edward Jones Experience March 2011 - September 2011
Job Help Desk Technician at MicroTrain Technologies
Industry Information Technology and Services
Experience
MicroTrain Technologies September 2015 - Present
Ettleson Cadillac Buick GMC March 2014 - March 2015
Archive Systems March 2013 - March 2014
Mercedes Benz of Orland Park January 2013 - March 2013
Verizon Wireless 2012 - 2013
Estle Chevrolet Cadillac October 2011 - July 2012
Edward Jones March 2011 - September 2011
CarMax July 2010 - February 2011
Pier 1 Imports November 2009 - June 2010
Sodexo Incorporated September 2007 - May 2010
Skills
Public Relations, Fundraising, Customer Service, Strategic Planning, Sales, Editing, Public Speaking, Community Outreach, Troubleshooting, Computer Hardware..., Network Troubleshooting, Software Troubleshooting, Internet Troubleshooting, Car Loans, Loans, Negotiation, Lease Negotiations, Communication, Microsoft Office, Windows 7, Windows XP, Networking, Social Networking, Financial Services, Finance, Cloud Computing, Social Media, Document Management, ITIL, CompTIA A+, CompTIA Network+, MCSA, Team Building, Event Planning, Retail, Project Planning, SaaS, Marketing, Solution Selling, Management, Training, Leadership
Education
Microtrain 2015 — 2015
CompTIA A+, CompTIA Network+, ITIL, MCSA
Concordia University Chicago 2006 — 2010
BA, Communication (Minors Marketing and Management)
MicroTrain Technologies September 2015 - Present
Ettleson Cadillac Buick GMC March 2014 - March 2015
Archive Systems March 2013 - March 2014
Mercedes Benz of Orland Park January 2013 - March 2013
Verizon Wireless 2012 - 2013
Estle Chevrolet Cadillac October 2011 - July 2012
Edward Jones March 2011 - September 2011
CarMax July 2010 - February 2011
Pier 1 Imports November 2009 - June 2010
Sodexo Incorporated September 2007 - May 2010
Skills
Public Relations, Fundraising, Customer Service, Strategic Planning, Sales, Editing, Public Speaking, Community Outreach, Troubleshooting, Computer Hardware..., Network Troubleshooting, Software Troubleshooting, Internet Troubleshooting, Car Loans, Loans, Negotiation, Lease Negotiations, Communication, Microsoft Office, Windows 7, Windows XP, Networking, Social Networking, Financial Services, Finance, Cloud Computing, Social Media, Document Management, ITIL, CompTIA A+, CompTIA Network+, MCSA, Team Building, Event Planning, Retail, Project Planning, SaaS, Marketing, Solution Selling, Management, Training, Leadership
Education
Microtrain 2015 — 2015
CompTIA A+, CompTIA Network+, ITIL, MCSA
Concordia University Chicago 2006 — 2010
BA, Communication (Minors Marketing and Management)
Crystal Spears Crystal Spears's Edward Jones Experience June 2014 - February 2015
Job Compensation Analyst at Aflac
Industry
Experience
Aflac February 2015 - Present
Edward Jones June 2014 - February 2015
US Army April 2007 - December 2011
US Army February 2004 - April 2007
Skills
Financial Analysis, Data Analysis, Military, Microsoft Office, Security Clearance, Leadership, Microsoft Excel, Microsoft Word, Military Operations, Team Building, PowerPoint, Outlook, Training, Strategic Planning, Customer Service, Military Experience, Operational Planning, Business Analysis, Weapons
Education
Columbus State University 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Aflac February 2015 - Present
Edward Jones June 2014 - February 2015
US Army April 2007 - December 2011
US Army February 2004 - April 2007
Skills
Financial Analysis, Data Analysis, Military, Microsoft Office, Security Clearance, Leadership, Microsoft Excel, Microsoft Word, Military Operations, Team Building, PowerPoint, Outlook, Training, Strategic Planning, Customer Service, Military Experience, Operational Planning, Business Analysis, Weapons
Education
Columbus State University 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Elissa Haddad Elissa Haddad's Edward Jones Experience May 2014 - January 2015
Job Ph.D. Candidate
Industry Higher Education
Experience
Bank of America Merrill Lynch February 2015 - Present
Edward Jones May 2014 - January 2015
United States Navy April 2007 - April 2011
Skills
Human Resources, Public Relations, Foreign Languages, Finance, Active DoD Secret..., Translation
Education
University of San Diego 2015 — 2019
Doctor of Philosophy (Ph.D.), Organizational Leadership
University of San Diego 2012 — 2014
Master of Science (MS), Global Leadership, GPA: 3.89
Columbia College 2008 — 2011
Bachelor of Arts (BA), Business Administration, Magna Cum Laude, GPA: 3.81
Bank of America Merrill Lynch February 2015 - Present
Edward Jones May 2014 - January 2015
United States Navy April 2007 - April 2011
Skills
Human Resources, Public Relations, Foreign Languages, Finance, Active DoD Secret..., Translation
Education
University of San Diego 2015 — 2019
Doctor of Philosophy (Ph.D.), Organizational Leadership
University of San Diego 2012 — 2014
Master of Science (MS), Global Leadership, GPA: 3.89
Columbia College 2008 — 2011
Bachelor of Arts (BA), Business Administration, Magna Cum Laude, GPA: 3.81
Natalie Y Williams Natalie Y Williams's Edward Jones Experience 2009 - 2010
Job Customer Experience Management
Industry Insurance
Experience
Aflac February 2014 - Present
Beachbody November 2013 - Present
Aflac August 2012 - January 2014
Mutual of Omaha 2011 - 2012
Cotton States Insurance 2011 - 2011
Edward Jones 2009 - 2010
Goodwill Industries International 2008 - 2009
Muscogee County School District 2002 - 2008
TSYS Total Solutions 1999 - 2001
Columbus Bank & Trust Company 1997 - 1999
Skills
Employee Relations, Leadership, Training, Event Planning, Public Speaking, Insurance, Team Building, Analysis, Coaching, Sales, Customer Service, Strategic Planning, Management, Recruiting, Account Management, Project Planning, Leadership Development, Employee Benefits, Editing, Consultative Sales..., Building Relationships, Public Relations, Interviews, Staff Development, Education, Motivation, Writing, Documentations, Sales Process, Problem Solving, Sales Presentations, Training Delivery, Social Media Marketing, Social Media..., Marketing Communications, Technical Writing, Close Attention to..., Multi Tasking, Educational Assessment, Department Budgeting, Research, Team Leadership, Social Networking
Education
Columbus State University 1996 — 1998
MBA, Business Administration
Mercer University 1993 — 1995
BBA, Marketing
The University of Georgia 2002 — 2008
Marketing Teacher Certification
Aflac February 2014 - Present
Beachbody November 2013 - Present
Aflac August 2012 - January 2014
Mutual of Omaha 2011 - 2012
Cotton States Insurance 2011 - 2011
Edward Jones 2009 - 2010
Goodwill Industries International 2008 - 2009
Muscogee County School District 2002 - 2008
TSYS Total Solutions 1999 - 2001
Columbus Bank & Trust Company 1997 - 1999
Skills
Employee Relations, Leadership, Training, Event Planning, Public Speaking, Insurance, Team Building, Analysis, Coaching, Sales, Customer Service, Strategic Planning, Management, Recruiting, Account Management, Project Planning, Leadership Development, Employee Benefits, Editing, Consultative Sales..., Building Relationships, Public Relations, Interviews, Staff Development, Education, Motivation, Writing, Documentations, Sales Process, Problem Solving, Sales Presentations, Training Delivery, Social Media Marketing, Social Media..., Marketing Communications, Technical Writing, Close Attention to..., Multi Tasking, Educational Assessment, Department Budgeting, Research, Team Leadership, Social Networking
Education
Columbus State University 1996 — 1998
MBA, Business Administration
Mercer University 1993 — 1995
BBA, Marketing
The University of Georgia 2002 — 2008
Marketing Teacher Certification
Bret Behnke's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Lutheran High School Association of Greater Milwaukee May 2013 - August 2014
Masterpiece Flower Company LLC May 2013 - August 2014
Skills
Exceptional People..., Adapting to New..., Customer Service, Microsoft Office, Teamwork, Communication, Leadership, Microsoft Word, Problem Solving, Microsoft Excel, Critical Thinking
Education
University of Wisconsin-Madison 2014 — 2015
Bachelor of Science (BS), Personal Finance, Junior
University of Wisconsin-Whitewater 2013 — 2013
Finance, General, Sophmore
Concordia University-River Forest 2012 — 2013
General Studies, Freshman
Edward Jones June 2015 - Present
Lutheran High School Association of Greater Milwaukee May 2013 - August 2014
Masterpiece Flower Company LLC May 2013 - August 2014
Skills
Exceptional People..., Adapting to New..., Customer Service, Microsoft Office, Teamwork, Communication, Leadership, Microsoft Word, Problem Solving, Microsoft Excel, Critical Thinking
Education
University of Wisconsin-Madison 2014 — 2015
Bachelor of Science (BS), Personal Finance, Junior
University of Wisconsin-Whitewater 2013 — 2013
Finance, General, Sophmore
Concordia University-River Forest 2012 — 2013
General Studies, Freshman
Carolyn Kroft Carolyn Kroft's Edward Jones Experience August 2005 - May 2006
Job Account Executive at Newman Insura
Industry Insurance
Experience
Newman Insura December 2008 - Present
AccuQuote May 2006 - April 2008
Edward Jones August 2005 - May 2006
MetLife January 1995 - July 2003
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Project Management, PowerPoint, Risk Management, Disability Insurance, Workers Compensation, Life Insurance, Investments, Securities, Medical Terminology, Medical Coding, Medical, Fixed Annuities, Term Life Insurance, Long-term Care, Health Insurance, Brokers, Medicine, Training, Claim, Underwriting, Employee Benefits, Health Savings Accounts, Commercial Insurance, Accident, Property & Casualty..., Universal Life, Long Term Care Insurance, Whole Life
Education
Concordia University-Wisconsin
Louisiana State
B.S, Psychology, Criminology
Newman Insura December 2008 - Present
AccuQuote May 2006 - April 2008
Edward Jones August 2005 - May 2006
MetLife January 1995 - July 2003
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Project Management, PowerPoint, Risk Management, Disability Insurance, Workers Compensation, Life Insurance, Investments, Securities, Medical Terminology, Medical Coding, Medical, Fixed Annuities, Term Life Insurance, Long-term Care, Health Insurance, Brokers, Medicine, Training, Claim, Underwriting, Employee Benefits, Health Savings Accounts, Commercial Insurance, Accident, Property & Casualty..., Universal Life, Long Term Care Insurance, Whole Life
Education
Concordia University-Wisconsin
Louisiana State
B.S, Psychology, Criminology
Charis Bastian Charis Bastian's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
College Church in Wheaton June 2014 - Present
Soli Deo Gloria, Inc. January 2013 - December 2014
Frank Lloyd Wright Preservation Trust July 2011 - May 2013
Bastian Voice Institute May 2008 - May 2013
Soli Deo Gloria, Inc. May 2012 - December 2012
Soli Deo Gloria, Inc. November 2011 - April 2012
Bastian Voice Institute June 2011 - November 2011
Greenville College August 2010 - May 2011
One Way Ministries January 2010 - May 2010
Skills
Non-profits, Wordpress, Photography, Event Planning, Social Networking, Editing, Music, Social Media, Management, PowerPoint, WordPress, Newsletters, Market Research, Research, Event Management, Fundraising
Education
Drexel University 2011 — 2014
Master's, Arts Administration
Columbia College Chicago 2009 — 2010
Summer Classes, Fashion Design
Greenville College 2006 — 2010
Bachelor of Science, Marketing
Trinity College Dublin 2008 — 2008
Study Abroad Program, Marketing, Economics, Irish History
Edward Jones March 2015 - Present
College Church in Wheaton June 2014 - Present
Soli Deo Gloria, Inc. January 2013 - December 2014
Frank Lloyd Wright Preservation Trust July 2011 - May 2013
Bastian Voice Institute May 2008 - May 2013
Soli Deo Gloria, Inc. May 2012 - December 2012
Soli Deo Gloria, Inc. November 2011 - April 2012
Bastian Voice Institute June 2011 - November 2011
Greenville College August 2010 - May 2011
One Way Ministries January 2010 - May 2010
Skills
Non-profits, Wordpress, Photography, Event Planning, Social Networking, Editing, Music, Social Media, Management, PowerPoint, WordPress, Newsletters, Market Research, Research, Event Management, Fundraising
Education
Drexel University 2011 — 2014
Master's, Arts Administration
Columbia College Chicago 2009 — 2010
Summer Classes, Fashion Design
Greenville College 2006 — 2010
Bachelor of Science, Marketing
Trinity College Dublin 2008 — 2008
Study Abroad Program, Marketing, Economics, Irish History
Michael Schmidke Michael Schmidke's Edward Jones Experience 2000 - 2002
Job AVP at American Ag Credit
Industry Banking
Experience
American Ag Credit December 2012 - Present
Advantage Bank January 2008 - December 2012
Centennial Bank of the West/Guaranty Bank & Trust 2005 - 2008
Union Colony Bank/Vectra Bank 2002 - 2005
Edward Jones 2000 - 2002
Farm Credit 1998 - 2000
Skills
Small Business Lending, Banking, Loans, Customer Relations, Strategic Planning, SBA, Secondary Markets, FSA, Leasing, Investments, Customer Service, Portfolio Management, Consumer Lending, Commercial Lending, Credit Analysis, Commercial Banking, Secondary Market, Credit, Commercial Real Estate, Mortgage Lending, Loan Origination, Commercial Mortgages, Small Business
Education
Colorado State University 1995 — 1997
B.S., Agricultural Business
Northeastern Junior College 1993 — 1995
Associate Degree, Agricultural Business
Yuma High School 1989 — 1993
American Ag Credit December 2012 - Present
Advantage Bank January 2008 - December 2012
Centennial Bank of the West/Guaranty Bank & Trust 2005 - 2008
Union Colony Bank/Vectra Bank 2002 - 2005
Edward Jones 2000 - 2002
Farm Credit 1998 - 2000
Skills
Small Business Lending, Banking, Loans, Customer Relations, Strategic Planning, SBA, Secondary Markets, FSA, Leasing, Investments, Customer Service, Portfolio Management, Consumer Lending, Commercial Lending, Credit Analysis, Commercial Banking, Secondary Market, Credit, Commercial Real Estate, Mortgage Lending, Loan Origination, Commercial Mortgages, Small Business
Education
Colorado State University 1995 — 1997
B.S., Agricultural Business
Northeastern Junior College 1993 — 1995
Associate Degree, Agricultural Business
Yuma High School 1989 — 1993
Verdie McCann Verdie McCann's Edward Jones Experience April 2000 - February 2009
Job 15+ Years of IT/Admin Professional
Industry Information Technology and Services
Experience
Self-Employed (Seeking opportunities in IT) May 2014 - Present
Monsanto Company January 2014 - May 2014
Panera Bread November 2013 - January 2014
Ameren November 2012 - July 2013
CQuest America, Inc. contracted through LRS Consulting February 2012 - August 2012
COMTEK Group November 2010 - March 2011
Edward Jones April 2000 - February 2009
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, SharePoint, Integration, Disaster Recovery, Microsoft SQL Server, Visio, Software Documentation, User Acceptance Testing, Testing, Agile Methodologies, Troubleshooting, Information Technology, Technical Recruiting, Databases
Education
Colorado Technical University 2014 — 2016
Master's degree Information Systems, Criminal Justice and Homeland Security (Online), 3.85
Lindenwood University 2006 — 2009
Bachelor of Arts (BA), Corporate Communications, 3.80
Hickey College
Certificate, Administrtion and Business, 3.9
Self-Employed (Seeking opportunities in IT) May 2014 - Present
Monsanto Company January 2014 - May 2014
Panera Bread November 2013 - January 2014
Ameren November 2012 - July 2013
CQuest America, Inc. contracted through LRS Consulting February 2012 - August 2012
COMTEK Group November 2010 - March 2011
Edward Jones April 2000 - February 2009
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, SharePoint, Integration, Disaster Recovery, Microsoft SQL Server, Visio, Software Documentation, User Acceptance Testing, Testing, Agile Methodologies, Troubleshooting, Information Technology, Technical Recruiting, Databases
Education
Colorado Technical University 2014 — 2016
Master's degree Information Systems, Criminal Justice and Homeland Security (Online), 3.85
Lindenwood University 2006 — 2009
Bachelor of Arts (BA), Corporate Communications, 3.80
Hickey College
Certificate, Administrtion and Business, 3.9
Cindi Kelly Cindi Kelly's Edward Jones Experience May 2007 - October 2007
Job Manager II, Business Administration at University of Missouri
Industry Accounting
Experience
University of Missouri July 2013 - Present
University of Missouri May 2008 - July 2013
University of Missouri - Thompson Center January 2008 - May 2008
Edward Jones May 2007 - October 2007
University of Missouri - FAPRI May 1997 - May 2007
University of Missouri Health Care - Information Services March 1994 - May 1997
University of Missouri Health Care - Accounting/Budget & Reimbursment March 1989 - March 1994
Boonslick Savings & Loan April 1984 - January 1989
Skills
Managerial Finance, Financial Accounting, Budgets, Human Resources, Grant Administration, Office Management, Finance, Banking, Singing, Songwriting, Vocalist, Management, Microsoft Excel, Microsoft Word, Access, Accounting, Payroll, Leadership, Accounts Payable, PeopleSoft, Account Reconciliation, Policy
Education
Columbia College 1994 — 1998
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Mexico Senior High
University of Missouri July 2013 - Present
University of Missouri May 2008 - July 2013
University of Missouri - Thompson Center January 2008 - May 2008
Edward Jones May 2007 - October 2007
University of Missouri - FAPRI May 1997 - May 2007
University of Missouri Health Care - Information Services March 1994 - May 1997
University of Missouri Health Care - Accounting/Budget & Reimbursment March 1989 - March 1994
Boonslick Savings & Loan April 1984 - January 1989
Skills
Managerial Finance, Financial Accounting, Budgets, Human Resources, Grant Administration, Office Management, Finance, Banking, Singing, Songwriting, Vocalist, Management, Microsoft Excel, Microsoft Word, Access, Accounting, Payroll, Leadership, Accounts Payable, PeopleSoft, Account Reconciliation, Policy
Education
Columbia College 1994 — 1998
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Mexico Senior High
Jacqueline Sobczak's Edward Jones Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Edward Jones August 2007 - Present
Buena Vista Chamber of Commerce 2010 - 2011
CIVA August 2004 - July 2007
Divine Redeemer School August 2002 - August 2004
US Army October 1992 - August 1998
Skills
Customer Service, Series 7, Strategic Planning, Financial Advisory, Small Business, Investments, Retirement Planning, Leadership, Public Speaking, Team Building
Education
Colorado State University-Pueblo 2000 — 2002
BS, Biology
Pikes Peak Community College 1998 — 2000
AS, Science
Merrill Lynch August 2015 - Present
Edward Jones August 2007 - Present
Buena Vista Chamber of Commerce 2010 - 2011
CIVA August 2004 - July 2007
Divine Redeemer School August 2002 - August 2004
US Army October 1992 - August 1998
Skills
Customer Service, Series 7, Strategic Planning, Financial Advisory, Small Business, Investments, Retirement Planning, Leadership, Public Speaking, Team Building
Education
Colorado State University-Pueblo 2000 — 2002
BS, Biology
Pikes Peak Community College 1998 — 2000
AS, Science
Kerry Prazak, CFP® Kerry Prazak, CFP®'s Edward Jones Experience January 2004 - August 2005
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors April 2015 - Present
East Lake Financial, LLC May 2014 - May 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments August 2010 - May 2012
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2005 - July 2007
Edward Jones January 2004 - August 2005
University of Missouri May 2002 - January 2004
US Navy September 1996 - April 2002
Skills
Certified Financial..., Wealth Management, Wealth Management..., Portfolio Management, Series 66, High Net Worth..., Series 7, Technical Analysis, ETFs, Fundamental Analysis, Investment Strategies, Investments, Financial Services, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Asset Management, Retirement, Options Strategies, Fixed Income Strategies, Series 63, 401k Rollovers, 401k, Uniform Combined State..., FINRA, Finance, Risk Management, Investment Management, IRAs, Alternative Investments, Options, Stocks, Financial Markets, Wealth Accumulation, Equity Trading, Electronic Trading, CRM, Trading Strategies, Quantitative Analytics, Retirement Savings, Portfolio Optimization, Qualified Retirement..., Personal Financial..., Financial Planning, Equities
Education
Columbia College 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0
Gladewater High School
Mercer Advisors April 2015 - Present
East Lake Financial, LLC May 2014 - May 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments August 2010 - May 2012
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2005 - July 2007
Edward Jones January 2004 - August 2005
University of Missouri May 2002 - January 2004
US Navy September 1996 - April 2002
Skills
Certified Financial..., Wealth Management, Wealth Management..., Portfolio Management, Series 66, High Net Worth..., Series 7, Technical Analysis, ETFs, Fundamental Analysis, Investment Strategies, Investments, Financial Services, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Asset Management, Retirement, Options Strategies, Fixed Income Strategies, Series 63, 401k Rollovers, 401k, Uniform Combined State..., FINRA, Finance, Risk Management, Investment Management, IRAs, Alternative Investments, Options, Stocks, Financial Markets, Wealth Accumulation, Equity Trading, Electronic Trading, CRM, Trading Strategies, Quantitative Analytics, Retirement Savings, Portfolio Optimization, Qualified Retirement..., Personal Financial..., Financial Planning, Equities
Education
Columbia College 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0
Gladewater High School
Neil Manthe Neil Manthe's Edward Jones Experience December 2009 - April 2011
Job Field Recruitment Strategy Consultant at Securian Financial Group
Industry Management Consulting
Experience
Securian Financial Group March 2015 - Present
Slalom Consulting November 2013 - February 2015
The Mergis Group April 2012 - November 2013
Maxim Healthcare Services May 2011 - March 2012
Edward Jones December 2009 - April 2011
AXA Advisors January 2009 - August 2009
ING DIRECT September 2008 - August 2009
Skills
Recruiting, Talent Acquisition, Financial Analysis, Financial Services, Leadership, Insurance, Sales, Applicant Tracking..., Executive Search, Resume Writing, CRM, College Recruiting, Temporary Placement, Internet Recruiting, Series 7, Interviews, Benefits Negotiation, Customer Service, Contract Recruitment, Contract Negotiation, Staffing Services, Banking, Investments, Temporary Staffing, Onboarding, Employee Relations, Networking, Cold Calling, Sourcing, Securities, Technical Recruiting, Hiring, Screening Resumes, Finance, Uniform Combined State..., Training, Employee Benefits, PeopleSoft, Permanent Placement, Human Resources, New Hire Orientations, Writing Skills, Personal Communication, Series 66, Salary Negotiation, Recruitment/Retention, Management Consulting, IT Recruitment
Education
St. Cloud State University-- G.R. Herberger College of Business 2006 — 2008
Bachelors of Science, International Business
Concordia College 2004 — 2006
Monroe High School
St. Boniface
Securian Financial Group March 2015 - Present
Slalom Consulting November 2013 - February 2015
The Mergis Group April 2012 - November 2013
Maxim Healthcare Services May 2011 - March 2012
Edward Jones December 2009 - April 2011
AXA Advisors January 2009 - August 2009
ING DIRECT September 2008 - August 2009
Skills
Recruiting, Talent Acquisition, Financial Analysis, Financial Services, Leadership, Insurance, Sales, Applicant Tracking..., Executive Search, Resume Writing, CRM, College Recruiting, Temporary Placement, Internet Recruiting, Series 7, Interviews, Benefits Negotiation, Customer Service, Contract Recruitment, Contract Negotiation, Staffing Services, Banking, Investments, Temporary Staffing, Onboarding, Employee Relations, Networking, Cold Calling, Sourcing, Securities, Technical Recruiting, Hiring, Screening Resumes, Finance, Uniform Combined State..., Training, Employee Benefits, PeopleSoft, Permanent Placement, Human Resources, New Hire Orientations, Writing Skills, Personal Communication, Series 66, Salary Negotiation, Recruitment/Retention, Management Consulting, IT Recruitment
Education
St. Cloud State University-- G.R. Herberger College of Business 2006 — 2008
Bachelors of Science, International Business
Concordia College 2004 — 2006
Monroe High School
St. Boniface
Phillip Franks Phillip Franks's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
US Army February 2010 - Present
Total Quality Logistics August 2013 - May 2014
Donatos Pizza January 2009 - October 2009
Bed Bath & Beyond 2006 - 2008
Skills
Physical Security, Personnel Security, Leadership, Management, Accountability, Microsoft Applications, Analyst Briefings, Background Checks, Tactical Operations, Staff Management, Mentoring, Experienced Trainer, Staff Mentor, Advisory Work, Analysts, Inspectors, Maintainability, Verification Tools, Record Maintenance, Data Dissemination, Integration, Lead Others, Pattern Recognition, Trend Analysis, Meet Deadlines, Subject Matter Experts, Product Briefs, Schedule, Communication, Decision Support, Investment Strategies, Financial Advisory, Wealth Management, Prospecting New Clients, Client Relations
Education
University of Phoenix 2015 — 2018
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Wright State University 2007 — 2009
Bachelor of Arts (BA), International Relations and National Security Studies
Community College of Allegheny County 2006 — 2007
Associate’s Degree, Social Sciences, 3.8
Edward Jones May 2014 - Present
US Army February 2010 - Present
Total Quality Logistics August 2013 - May 2014
Donatos Pizza January 2009 - October 2009
Bed Bath & Beyond 2006 - 2008
Skills
Physical Security, Personnel Security, Leadership, Management, Accountability, Microsoft Applications, Analyst Briefings, Background Checks, Tactical Operations, Staff Management, Mentoring, Experienced Trainer, Staff Mentor, Advisory Work, Analysts, Inspectors, Maintainability, Verification Tools, Record Maintenance, Data Dissemination, Integration, Lead Others, Pattern Recognition, Trend Analysis, Meet Deadlines, Subject Matter Experts, Product Briefs, Schedule, Communication, Decision Support, Investment Strategies, Financial Advisory, Wealth Management, Prospecting New Clients, Client Relations
Education
University of Phoenix 2015 — 2018
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Wright State University 2007 — 2009
Bachelor of Arts (BA), International Relations and National Security Studies
Community College of Allegheny County 2006 — 2007
Associate’s Degree, Social Sciences, 3.8
Michelle Brewster Michelle Brewster's Edward Jones Experience January 2009 - September 2011
Job Compliance/CRA/BSA Officer CBAP, CCBIA, CCBCO
Industry Financial Services
Experience
PointBank April 2015 - Present
PointBank June 2014 - April 2015
PointBank February 2014 - June 2014
PointBank August 2013 - February 2014
Regions Financial Corporation November 2011 - August 2013
Edward Jones January 2009 - September 2011
Capital One Bank October 2008 - January 2009
Capital One Bank January 2005 - October 2008
Capital One Bank March 1999 - January 2005
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Risk Management, Insurance, Consumer Lending, Customer Service, Mortgage Banking, 10 Key, Spreadsheets, Underwriting, Deposits, Outlook, Data Entry, AML, Cash Management, Small Business Lending, Call Center, Branch Management, Payments, Loan Origination, Microsoft Excel, Notary Public, Teamwork, Lines Of Credit, Refinance, Credit Cards, Financial Risk, Cross Selling, Auditing, Branch Banking, Sales, Training, Cash Flow, Leadership, Team Building, Internal Controls, Coaching, PowerPoint, Microsoft Word, Bank Secrecy Act, Finance, Management, Microsoft Office, Commercial Banking
Education
Colorado Technical University 2008 — 2010
Master's Degree, Management/Criminal Justice
Colorado Technical University 2006 — 2008
B. A, Criminal Justice
H. Kempner High School 1990 — 1994
Honors Degree, General Studies
PointBank April 2015 - Present
PointBank June 2014 - April 2015
PointBank February 2014 - June 2014
PointBank August 2013 - February 2014
Regions Financial Corporation November 2011 - August 2013
Edward Jones January 2009 - September 2011
Capital One Bank October 2008 - January 2009
Capital One Bank January 2005 - October 2008
Capital One Bank March 1999 - January 2005
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Risk Management, Insurance, Consumer Lending, Customer Service, Mortgage Banking, 10 Key, Spreadsheets, Underwriting, Deposits, Outlook, Data Entry, AML, Cash Management, Small Business Lending, Call Center, Branch Management, Payments, Loan Origination, Microsoft Excel, Notary Public, Teamwork, Lines Of Credit, Refinance, Credit Cards, Financial Risk, Cross Selling, Auditing, Branch Banking, Sales, Training, Cash Flow, Leadership, Team Building, Internal Controls, Coaching, PowerPoint, Microsoft Word, Bank Secrecy Act, Finance, Management, Microsoft Office, Commercial Banking
Education
Colorado Technical University 2008 — 2010
Master's Degree, Management/Criminal Justice
Colorado Technical University 2006 — 2008
B. A, Criminal Justice
H. Kempner High School 1990 — 1994
Honors Degree, General Studies
Dominic Messina's Edward Jones Experience June 2010 - June 2011
Job Client Advisor at Evanston Advisors
Industry Financial Services
Experience
Evanston Advisors August 2015 - Present
JPMorgan Chase Bank N.A. May 2011 - July 2015
Edward Jones June 2010 - June 2011
United States Army 2003 - 2010
Skills
Financial Planning, Finance, Management, Marketing, Leadership, Money Guide Pro, Team Building, Strategic Planning, Financial Analysis, Microsoft Excel, Investments, Sales, Regulatory Compliance, Office Management, Microsoft CRM, Microsoft Office
Education
Saint Xavier University 2011 — 2014
Master of Business Administration (MBA), Financial Planning
Columbia College 2008 — 2010
Bachelor of Science (BS), Finance, General
Northern Illinois University 1998 — 2002
Evanston Advisors August 2015 - Present
JPMorgan Chase Bank N.A. May 2011 - July 2015
Edward Jones June 2010 - June 2011
United States Army 2003 - 2010
Skills
Financial Planning, Finance, Management, Marketing, Leadership, Money Guide Pro, Team Building, Strategic Planning, Financial Analysis, Microsoft Excel, Investments, Sales, Regulatory Compliance, Office Management, Microsoft CRM, Microsoft Office
Education
Saint Xavier University 2011 — 2014
Master of Business Administration (MBA), Financial Planning
Columbia College 2008 — 2010
Bachelor of Science (BS), Finance, General
Northern Illinois University 1998 — 2002
Karl R. Miller, MBA Karl R. Miller, MBA's Edward Jones Experience June 2013 - June 2015
Job Financial Advisor at Managed Wealth Financial
Industry Financial Services
Experience
Wyle July 2015 - Present
Managed Wealth Financial June 2015 - Present
Edward Jones June 2013 - June 2015
United States Air Force September 1991 - September 2013
Skills
Financial Advisory, Investments, Financial Planning, Small Business, Retirement Planning, Strategic Financial..., Roth IRA, Mutual Funds, Traditional IRA, Wealth Management, Life Insurance, Simple IRA, 401k Rollovers, stocks, Asset Allocation, Saving for Education, Fixed Income, TSP, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Disability Insurance, College Savings Plans, Monthly Investing..., Estate Planning, Credit Cards, Whole Life, Investment Management, Money Management, SEP IRA, Lines Of Credit, bonds, Business Loans, 403b, 529 Plans, Investment Advisory, Qualified Retirement..., Variable Annuities, Command, Leadership, Supervisory Skills, Military, Training, Program Management, Security Clearance, Quality Assurance, Aircraft Maintenance, DoD, Government, Aviation
Education
Embry–Riddle Aeronautical University 2009 — 2012
MBA, Business, 3.8
University of Utah 2012 — 2012
Project Management Certificate, Project Management
Wayland Baptist University 2000 — 2001
B.S.O.E., Management, Education and Training Methodology, 3.8
Community College of the Air Force 2000 — 2001
Associate of Applied Science, Instructor of Technology in Military Science degree
Wayland Baptist University 2000 — 2001
A.A.S., Corporate Training and Development
Community College of the Air Force 1991 — 1997
Associate of Applied Science, Aircraft Maintenance Technology
Wyle July 2015 - Present
Managed Wealth Financial June 2015 - Present
Edward Jones June 2013 - June 2015
United States Air Force September 1991 - September 2013
Skills
Financial Advisory, Investments, Financial Planning, Small Business, Retirement Planning, Strategic Financial..., Roth IRA, Mutual Funds, Traditional IRA, Wealth Management, Life Insurance, Simple IRA, 401k Rollovers, stocks, Asset Allocation, Saving for Education, Fixed Income, TSP, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Disability Insurance, College Savings Plans, Monthly Investing..., Estate Planning, Credit Cards, Whole Life, Investment Management, Money Management, SEP IRA, Lines Of Credit, bonds, Business Loans, 403b, 529 Plans, Investment Advisory, Qualified Retirement..., Variable Annuities, Command, Leadership, Supervisory Skills, Military, Training, Program Management, Security Clearance, Quality Assurance, Aircraft Maintenance, DoD, Government, Aviation
Education
Embry–Riddle Aeronautical University 2009 — 2012
MBA, Business, 3.8
University of Utah 2012 — 2012
Project Management Certificate, Project Management
Wayland Baptist University 2000 — 2001
B.S.O.E., Management, Education and Training Methodology, 3.8
Community College of the Air Force 2000 — 2001
Associate of Applied Science, Instructor of Technology in Military Science degree
Wayland Baptist University 2000 — 2001
A.A.S., Corporate Training and Development
Community College of the Air Force 1991 — 1997
Associate of Applied Science, Aircraft Maintenance Technology
Jenny Rajek Jenny Rajek's Edward Jones Experience March 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Skills
Administrative..., Interpersonal and..., Strong Time Management..., Superior Customer..., Inquisitive, open..., Identify and Resolve..., Brilliant..., Ability to gather and..., Ability to exhibit a..., Ability to function in..., Excellent Office...
Education
Concordia University-St. Paul 2013 — 2014
Master of Arts (M.A.) in Human Resource Management, completed requirements for M.A. in Human Resource Management- Graduation December 2014, 3.89 G.P.A
Lakeland College
Business Administration and Management, General
Edward Jones March 2008 - Present
Skills
Administrative..., Interpersonal and..., Strong Time Management..., Superior Customer..., Inquisitive, open..., Identify and Resolve..., Brilliant..., Ability to gather and..., Ability to exhibit a..., Ability to function in..., Excellent Office...
Education
Concordia University-St. Paul 2013 — 2014
Master of Arts (M.A.) in Human Resource Management, completed requirements for M.A. in Human Resource Management- Graduation December 2014, 3.89 G.P.A
Lakeland College
Business Administration and Management, General
Patricia Tricia Dean Patricia Tricia Dean's Edward Jones Experience August 2009 - September 2011
Job Administration Assistant II at Arizona Department of Education
Industry Education Management
Experience
Arizona Department of Education June 2013 - Present
Kinematics Manufacturing October 2012 - April 2013
Nordic Backup, Inc. September 2011 - September 2012
Edward Jones August 2009 - September 2011
Sentry Management Inc. October 2008 - May 2009
Skills
Customer Service, Outlook, Process Scheduler, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Insurance, Budgets, Strategic Planning, Strategic Financial..., Investments, Project Management, Risk Management, Project Coordination, Public Speaking, Contract Negotiation, Marketing, Sales, Event Management, Underwriting, Contract Management, Executive Support, Process Improvement, Retirement Planning, Wealth Management, Social Media Marketing, Small Business, Social Media, Construction, Real Estate, Property Management, Accounts Receivable, Payroll, Management, Spreadsheets, Accounting, Finance
Education
Colorado State University 1967 — 1969
Associate's degree, Secretarial/Business
Colorado State University 1967 — 1969
Two-Year Certificate (equal to Associate Degree), Secretarial-Business
Arizona Department of Education June 2013 - Present
Kinematics Manufacturing October 2012 - April 2013
Nordic Backup, Inc. September 2011 - September 2012
Edward Jones August 2009 - September 2011
Sentry Management Inc. October 2008 - May 2009
Skills
Customer Service, Outlook, Process Scheduler, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Insurance, Budgets, Strategic Planning, Strategic Financial..., Investments, Project Management, Risk Management, Project Coordination, Public Speaking, Contract Negotiation, Marketing, Sales, Event Management, Underwriting, Contract Management, Executive Support, Process Improvement, Retirement Planning, Wealth Management, Social Media Marketing, Small Business, Social Media, Construction, Real Estate, Property Management, Accounts Receivable, Payroll, Management, Spreadsheets, Accounting, Finance
Education
Colorado State University 1967 — 1969
Associate's degree, Secretarial/Business
Colorado State University 1967 — 1969
Two-Year Certificate (equal to Associate Degree), Secretarial-Business
Vicki Horwitz Vicki Horwitz's Edward Jones Experience May 1999 - August 2004
Job Finance Analyst at Netelligent Corporation
Industry Information Technology and Services
Experience
Netelligent Corporation April 2008 - Present
The Center for Mind, Body & Spirit August 2006 - August 2007
Edward Jones May 1999 - August 2004
United Parcel Service 1989 - 1995
Skills
Payroll, Accounting, Accounts Payable, Analysis, Microsoft Excel, Accounts Receivable, Microsoft Office, Human Resources, Management, Invoicing, Outlook, Spreadsheets, Insurance, Process Improvement, HR, Public Speaking, Excel, Microsoft Dynamics GP..., ConnectWise, Account Reconciliation, Finance, Employee Benefits, Customer Service, Cisco Technologies, Cloud Computing, Troubleshooting, Leadership
Education
Colorado State University 2010 — 2014
Advanced Accounting for CPA Examination Qualifications, Accounting
Columbia College 1996 — 1997
Bachelors, Business Administration
DeVry University
Becker CPA Exam Review Professional Education, Accounting and Finance
Netelligent Corporation April 2008 - Present
The Center for Mind, Body & Spirit August 2006 - August 2007
Edward Jones May 1999 - August 2004
United Parcel Service 1989 - 1995
Skills
Payroll, Accounting, Accounts Payable, Analysis, Microsoft Excel, Accounts Receivable, Microsoft Office, Human Resources, Management, Invoicing, Outlook, Spreadsheets, Insurance, Process Improvement, HR, Public Speaking, Excel, Microsoft Dynamics GP..., ConnectWise, Account Reconciliation, Finance, Employee Benefits, Customer Service, Cisco Technologies, Cloud Computing, Troubleshooting, Leadership
Education
Colorado State University 2010 — 2014
Advanced Accounting for CPA Examination Qualifications, Accounting
Columbia College 1996 — 1997
Bachelors, Business Administration
DeVry University
Becker CPA Exam Review Professional Education, Accounting and Finance
Morgan Hyslop's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Education
Eastern Washington University 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Columbia Basin College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
Edward Jones February 2013 - Present
Education
Eastern Washington University 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Columbia Basin College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
Clark P. Beverly Clark P. Beverly's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Parker Systems, Inc. September 2012 - October 2013
TAPFIN-ManpowerGroup Solutions July 2009 - July 2010
Hewlett Packard January 2006 - June 2009
Electronic Data Systems 2006 - 2009
Wyndham Worldwide 1997 - 2005
Anstec Inc 1993 - 1997
Skills
Customer Service, Management, Vendor Management, Outsourcing, Leadership, Resource Management, Recruiting, Human Resources, Sales, Program Management, Call Centers, System Administration, IT Service Management, CRM, Networking, Technical Recruiting, Temporary Placement, Hiring, High Volume Staffing, Outside Sales, Technical Support, Mergers & Acquisitions, Background Checks, Professional Services, Applicant Tracking..., Logistics Management, Relationship Management, Financial Services
Education
Columbia College Chicago 1988 — 1993
Bachelor of Arts, General Studies
Edward Jones April 2014 - Present
Parker Systems, Inc. September 2012 - October 2013
TAPFIN-ManpowerGroup Solutions July 2009 - July 2010
Hewlett Packard January 2006 - June 2009
Electronic Data Systems 2006 - 2009
Wyndham Worldwide 1997 - 2005
Anstec Inc 1993 - 1997
Skills
Customer Service, Management, Vendor Management, Outsourcing, Leadership, Resource Management, Recruiting, Human Resources, Sales, Program Management, Call Centers, System Administration, IT Service Management, CRM, Networking, Technical Recruiting, Temporary Placement, Hiring, High Volume Staffing, Outside Sales, Technical Support, Mergers & Acquisitions, Background Checks, Professional Services, Applicant Tracking..., Logistics Management, Relationship Management, Financial Services
Education
Columbia College Chicago 1988 — 1993
Bachelor of Arts, General Studies
Jacob Hower's Edward Jones Experience July 2011 - August 2012
Job Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management 2013 - Present
Lutheran Church Extension Fund, LCEF 2012 - 2013
Edward Jones July 2011 - August 2012
Skills
Education, Training, Writing, Financial Services, Wealth Management, Finance, Volunteer Management, Investment Advisory, Strategic Planning, Leadership, Leadership Development, Management, Coaching, Community Outreach, Fundraising, Nonprofits, Customer Service, Public Relations, Team Building, Public Speaking
Education
Concordia University-Wisconsin 1998 — 2001
Bachelor of Arts (B.A.), Pastoral Studies/Counseling
Four Seasons Wealth Management 2013 - Present
Lutheran Church Extension Fund, LCEF 2012 - 2013
Edward Jones July 2011 - August 2012
Skills
Education, Training, Writing, Financial Services, Wealth Management, Finance, Volunteer Management, Investment Advisory, Strategic Planning, Leadership, Leadership Development, Management, Coaching, Community Outreach, Fundraising, Nonprofits, Customer Service, Public Relations, Team Building, Public Speaking
Education
Concordia University-Wisconsin 1998 — 2001
Bachelor of Arts (B.A.), Pastoral Studies/Counseling
Nichole Rucker Nichole Rucker's Edward Jones Experience May 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2009 - Present
Edward Jones May 2009 - Present
Skills
Retirement, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Finance, Financial Advisory, Strategic Financial..., Uniform Combined State..., Investment Advisory, 401k Rollovers, Asset Allocation, Financial Analysis, Financial Planning, IRAs, Investment Strategies, Wealth Accumulation, Strategic Planning
Education
Columbia College
Edward Jones May 2009 - Present
Edward Jones May 2009 - Present
Skills
Retirement, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Finance, Financial Advisory, Strategic Financial..., Uniform Combined State..., Investment Advisory, 401k Rollovers, Asset Allocation, Financial Analysis, Financial Planning, IRAs, Investment Strategies, Wealth Accumulation, Strategic Planning
Education
Columbia College
Kevin Randall Kevin Randall's Edward Jones Experience September 2005 - April 2013
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Edward Jones September 2005 - April 2013
Santa Fe Trail Council, Boy Scouts of America May 2001 - July 2005
Skills
Risk Management, Sales, Leadership, Strategic Financial..., Financial Analysis, Finance, Management, Strategic Planning, Business Development, Process Improvement, Financial Planning
Education
Colorado State University 1997 — 2001
Natural Resources
Northwestern Mutual May 2013 - Present
Edward Jones September 2005 - April 2013
Santa Fe Trail Council, Boy Scouts of America May 2001 - July 2005
Skills
Risk Management, Sales, Leadership, Strategic Financial..., Financial Analysis, Finance, Management, Strategic Planning, Business Development, Process Improvement, Financial Planning
Education
Colorado State University 1997 — 2001
Natural Resources
Jonathan Leggs Jonathan Leggs's Edward Jones Experience 2001 - 2003
Job Systems Engineer at Cisco
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
Cisco Systems July 2013 - July 2014
Arch Coal August 2006 - July 2013
Engineering and Installation January 2006 - March 2008
SAVVIS June 2005 - August 2006
Talisen Technologies 2003 - 2005
Edward Jones 2001 - 2003
Intira Corporation 1999 - 2001
Edward Jones April 1996 - October 1999
Anheuser-Busch 1995 - 1996
Skills
Project Management, VPN, Software Documentation, Data Center, Cisco Technologies, Ethernet, Networking, High Availability, Cisco Routers, Troubleshooting, TCP/IP, Disaster Recovery, Active Directory, Switches, Network Administration, Telecommunications, Network Design, Routers, Wireless, Computer Network...
Education
Saint Louis University 2009 — 2011
Community College of the Air Force 1992 — 1994
A.A.S.
Cisco August 2014 - Present
Cisco Systems July 2013 - July 2014
Arch Coal August 2006 - July 2013
Engineering and Installation January 2006 - March 2008
SAVVIS June 2005 - August 2006
Talisen Technologies 2003 - 2005
Edward Jones 2001 - 2003
Intira Corporation 1999 - 2001
Edward Jones April 1996 - October 1999
Anheuser-Busch 1995 - 1996
Skills
Project Management, VPN, Software Documentation, Data Center, Cisco Technologies, Ethernet, Networking, High Availability, Cisco Routers, Troubleshooting, TCP/IP, Disaster Recovery, Active Directory, Switches, Network Administration, Telecommunications, Network Design, Routers, Wireless, Computer Network...
Education
Saint Louis University 2009 — 2011
Community College of the Air Force 1992 — 1994
A.A.S.
Michael Gomien, RR, LSS, CHS Michael Gomien, RR, LSS, CHS's Edward Jones Experience September 2000 - May 2002
Job Program Manager, Security & Energy Engineering
Industry Defense & Space
Experience
Shearer & Associates March 2004 - Present
Jacobs Sverdrup March 2003 - March 2004
Edward Jones September 2000 - May 2002
USAF February 1978 - September 2000
Skills
Business Development, Training, Project Management, Shipping, Acquisitions, Security, Facilities Management, Logistics, Procurement, Security Clearance, DoD, Defense, Government, Military, Proposal Writing, Program Management, Risk Management, Operations Management, Government Contracting, Contract Management, Operational Planning, Integration, Access Control, Project Planning, Army, Command, Military Logistics, Logistics Management, CCTV, Physical Security, Emergency Management, Air Force, Force Protection, Strategy, Crisis Management, Information Assurance, Security Management, Special Operations, Security+, National Security, Government Procurement, Surveillance, Federal Government, Intelligence, Weapons, Military Operations, Intelligence Analysis, Risk Assessment, Homeland Security, Tactics
Education
Columbia College 2005 — 2014
Bachelor's degree, General Studies, 3.0
Columbia College 2005 — 2014
Bachelor's degree, General Studies
Shearer & Associates March 2004 - Present
Jacobs Sverdrup March 2003 - March 2004
Edward Jones September 2000 - May 2002
USAF February 1978 - September 2000
Skills
Business Development, Training, Project Management, Shipping, Acquisitions, Security, Facilities Management, Logistics, Procurement, Security Clearance, DoD, Defense, Government, Military, Proposal Writing, Program Management, Risk Management, Operations Management, Government Contracting, Contract Management, Operational Planning, Integration, Access Control, Project Planning, Army, Command, Military Logistics, Logistics Management, CCTV, Physical Security, Emergency Management, Air Force, Force Protection, Strategy, Crisis Management, Information Assurance, Security Management, Special Operations, Security+, National Security, Government Procurement, Surveillance, Federal Government, Intelligence, Weapons, Military Operations, Intelligence Analysis, Risk Assessment, Homeland Security, Tactics
Education
Columbia College 2005 — 2014
Bachelor's degree, General Studies, 3.0
Columbia College 2005 — 2014
Bachelor's degree, General Studies
Joe Havlik Joe Havlik's Edward Jones Experience October 2009 - July 2010
Job Director of Finance at Peace of Mind Concierge Service
Industry Consumer Services
Experience
Peace of Mind Concierge Service April 2011 - Present
Edward Jones October 2009 - July 2010
WURTH ADAMS September 2006 - October 2009
United States Marine Corps August 2002 - August 2006
Skills
Customer Service, Finance, Management, Forecasting, Process Improvement, Strategic Planning, Investments, Lean Manufacturing, Financial Reporting, Strategic Financial..., Cash Management, HTML, CSS, Financial Analysis, Business Strategy, C#, T-SQL, Visual Studio
Education
Concordia University-Wisconsin 2011 — 2013
Bachelors, Finance
Waukesha County Technical College 2007 — 2011
Associates, Supervisory Managment
Peace of Mind Concierge Service April 2011 - Present
Edward Jones October 2009 - July 2010
WURTH ADAMS September 2006 - October 2009
United States Marine Corps August 2002 - August 2006
Skills
Customer Service, Finance, Management, Forecasting, Process Improvement, Strategic Planning, Investments, Lean Manufacturing, Financial Reporting, Strategic Financial..., Cash Management, HTML, CSS, Financial Analysis, Business Strategy, C#, T-SQL, Visual Studio
Education
Concordia University-Wisconsin 2011 — 2013
Bachelors, Finance
Waukesha County Technical College 2007 — 2011
Associates, Supervisory Managment
Dorian R. Hansen Dorian R. Hansen's Edward Jones Experience 2013 - Present
Job STRATEGIC BUSINESS EXECUTIVE: Product Development/Marketing/Pricing/Channel | Proven results: Client/Sales/Profit Growth
Industry Financial Services
Experience
Edward Jones 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors 2007 - 2012
MetLife (Institutional Business) 2004 - 2006
MetLife (Financial Services) 2001 - 2004
MetLife (Financial Services) 1996 - 2001
MetLife (Financial Services) 1994 - 1996
MetLife (Financial Services) 1990 - 1994
Prudential-Bache Metal Company 1987 - 1989
Mocatta Metals Corporation 1982 - 1987
Skills
Investments, Series 7, Securities, Banking, Wealth Management, Series 63, Portfolio Management, Asset Based Lending, Series 24, Recruiting, Retail Banking, Multi-channel Retail, Brokerage, Insurance, Commodity, Precious Metals, Risk Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Banking, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Cross Selling, Cross-functional Team..., Critical Thinking, Critical Illness, Life Insurance, Product Development, Product Management, Product Marketing, Home Equity Lines of..., Credit Cards, Private Banking, Finance, Business Development, Financial Advisory, Strategy, Mutual Funds, Financial Analysis, Loans, Leadership, Fixed Annuities, Investment Advisory, Credit, Retirement Planning, Asset Allocation, Financial Services
Education
Columbia University - Columbia Business School
MBA, Management
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward Jones 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors 2007 - 2012
MetLife (Institutional Business) 2004 - 2006
MetLife (Financial Services) 2001 - 2004
MetLife (Financial Services) 1996 - 2001
MetLife (Financial Services) 1994 - 1996
MetLife (Financial Services) 1990 - 1994
Prudential-Bache Metal Company 1987 - 1989
Mocatta Metals Corporation 1982 - 1987
Skills
Investments, Series 7, Securities, Banking, Wealth Management, Series 63, Portfolio Management, Asset Based Lending, Series 24, Recruiting, Retail Banking, Multi-channel Retail, Brokerage, Insurance, Commodity, Precious Metals, Risk Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Banking, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Cross Selling, Cross-functional Team..., Critical Thinking, Critical Illness, Life Insurance, Product Development, Product Management, Product Marketing, Home Equity Lines of..., Credit Cards, Private Banking, Finance, Business Development, Financial Advisory, Strategy, Mutual Funds, Financial Analysis, Loans, Leadership, Fixed Annuities, Investment Advisory, Credit, Retirement Planning, Asset Allocation, Financial Services
Education
Columbia University - Columbia Business School
MBA, Management
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
David Shoults David Shoults's Edward Jones Experience September 2014 - Present
Job Professional Service Manager at Firestone Complete Autocare
Industry Automotive
Experience
Edward Jones September 2014 - Present
Firestone Complete Autocare October 2005 - July 2014
Skills
Sales Management, Project Management, ERP, Team Leadership, Business Analysis, Customer Service, Integration, Management, Product Management, Change Management, Business Intelligence, Software Project..., Process Improvement, New Business Development, Program Management, IT Management, Software Development, Business Process, Negotiation, Requirements Analysis
Education
Columbia Southern University 2007 — 2015
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Edward Jones September 2014 - Present
Firestone Complete Autocare October 2005 - July 2014
Skills
Sales Management, Project Management, ERP, Team Leadership, Business Analysis, Customer Service, Integration, Management, Product Management, Change Management, Business Intelligence, Software Project..., Process Improvement, New Business Development, Program Management, IT Management, Software Development, Business Process, Negotiation, Requirements Analysis
Education
Columbia Southern University 2007 — 2015
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Jim Hesson's Edward Jones Experience 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
Scott Waller Scott Waller's Edward Jones Experience April 2010 - September 2013
Job Vice President of Investments
Industry Financial Services
Experience
Large Brokerage Firm South Atlanta September 2013 - Present
Coweta Community Foundation October 2013 - July 2015
Edward Jones April 2010 - September 2013
Fairburn Fire Department March 2006 - April 2010
Skills
Investments, Series 7, Uniform Combined State..., 401k Rollovers, Process Improvement, Investment Advisory, Wealth Management, Retirement Planning, Municipal Bonds, Mutual Funds, Bonds, Series 63, Investment Strategies, Sales, Financial Advisory, Asset Allocation, IRAs
Education
Columbia Southern University 2009 — 2010
BSBA, Finance
Large Brokerage Firm South Atlanta September 2013 - Present
Coweta Community Foundation October 2013 - July 2015
Edward Jones April 2010 - September 2013
Fairburn Fire Department March 2006 - April 2010
Skills
Investments, Series 7, Uniform Combined State..., 401k Rollovers, Process Improvement, Investment Advisory, Wealth Management, Retirement Planning, Municipal Bonds, Mutual Funds, Bonds, Series 63, Investment Strategies, Sales, Financial Advisory, Asset Allocation, IRAs
Education
Columbia Southern University 2009 — 2010
BSBA, Finance
Clint Ives Clint Ives's Edward Jones Experience January 2012 - August 2013
Job Financial Advisor
Industry Investment Management
Experience
USAA November 2013 - Present
Texas Army National Guard May 2007 - Present
Edward Jones January 2012 - August 2013
United States Marine Corps August 2000 - May 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Active Top Secret..., Military, Intelligence Analysis, Weapons, Uniform Combined State..., Retirement Planning, Army
Education
Columbia College 2008 — 2010
Master's degree, Business Administration and Management
Northwood University 2004 — 2008
Bachelor of Business Administration, Business Administration and Management
USAA November 2013 - Present
Texas Army National Guard May 2007 - Present
Edward Jones January 2012 - August 2013
United States Marine Corps August 2000 - May 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Active Top Secret..., Military, Intelligence Analysis, Weapons, Uniform Combined State..., Retirement Planning, Army
Education
Columbia College 2008 — 2010
Master's degree, Business Administration and Management
Northwood University 2004 — 2008
Bachelor of Business Administration, Business Administration and Management
Daniel Erskine Daniel Erskine's Edward Jones Experience June 1996 - January 1999
Job Senior UNIX System Administrator at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities February 2008 - May 2009
A.G. Edwards & Sons, Inc. October 2004 - February 2008
A.G. Edwards & Sons October 2000 - October 2004
Union Pacific Railroad July 1999 - September 2000
Edward Jones June 1996 - January 1999
US Transportation Command June 1991 - April 1996
Skills
Hardware, HP-UX, Unix, Unix Shell Scripting, SAN, Disaster Recovery, System Administration, BMC Remedy, DNS, Mainframe, Shell Scripting, Servers, SDLC, Linux, Networking, Troubleshooting, Operating Systems, Red Hat Linux, Data Center, Solaris, Customer Service, Root Cause Analysis, Technical Support, Network Security, TCP/IP, RHEL
Education
Belleville Area College 1993 — 1995
Computer Science
Community College of the Air Force 1991 — 1994
Computer Science
Jamestown Community College 1984 — 1985
Computer Science
Wells Fargo Advisors May 2009 - Present
Wachovia Securities February 2008 - May 2009
A.G. Edwards & Sons, Inc. October 2004 - February 2008
A.G. Edwards & Sons October 2000 - October 2004
Union Pacific Railroad July 1999 - September 2000
Edward Jones June 1996 - January 1999
US Transportation Command June 1991 - April 1996
Skills
Hardware, HP-UX, Unix, Unix Shell Scripting, SAN, Disaster Recovery, System Administration, BMC Remedy, DNS, Mainframe, Shell Scripting, Servers, SDLC, Linux, Networking, Troubleshooting, Operating Systems, Red Hat Linux, Data Center, Solaris, Customer Service, Root Cause Analysis, Technical Support, Network Security, TCP/IP, RHEL
Education
Belleville Area College 1993 — 1995
Computer Science
Community College of the Air Force 1991 — 1994
Computer Science
Jamestown Community College 1984 — 1985
Computer Science
Brendan Collins Brendan Collins's Edward Jones Experience May 2011 - October 2012
Job President at Neutral Zone LLC
Industry Financial Services
Experience
Neutral Zone LLC July 2015 - Present
Collins Wealth Management January 2013 - Present
Wilk Paving June 2012 - Present
USHR August 2013 - Present
G.I.D.E Corporation January 2007 - Present
Inside Edge Advisors March 2013 - December 2014
Castleton State College June 2012 - June 2013
Edward Jones May 2011 - October 2012
UBS Wealth Management June 2010 - September 2010
Skills
Equities, Investments, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Retirement, Financial Advisory, Investment Management, Series 63, Securities, Financial Planning
Education
Connecticut College 2007 — 2010
Bachelors, Economics, Statistics
Harvard University E.S. 2010 — 2011
Community College of Vermont 2013 — 2014
Accounting
Holderness School 2003 — 2007
High School
Neutral Zone LLC July 2015 - Present
Collins Wealth Management January 2013 - Present
Wilk Paving June 2012 - Present
USHR August 2013 - Present
G.I.D.E Corporation January 2007 - Present
Inside Edge Advisors March 2013 - December 2014
Castleton State College June 2012 - June 2013
Edward Jones May 2011 - October 2012
UBS Wealth Management June 2010 - September 2010
Skills
Equities, Investments, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Retirement, Financial Advisory, Investment Management, Series 63, Securities, Financial Planning
Education
Connecticut College 2007 — 2010
Bachelors, Economics, Statistics
Harvard University E.S. 2010 — 2011
Community College of Vermont 2013 — 2014
Accounting
Holderness School 2003 — 2007
High School
Brandon Epperson Brandon Epperson's Edward Jones Experience February 2014 - August 2014
Job Licensed Personal Banker
Industry Financial Services
Experience
Fifth Third Bank March 2015 - Present
Missouri Air National Guard February 2013 - Present
Northwestern Mutual Financial Network October 2014 - March 2015
Edward Jones February 2014 - August 2014
Webster University 2012 - December 2013
United States Air Force February 2007 - February 2013
Skills
Microsoft Office, Mac OS, Training, Team Leadership, Critical Thinking, Decision, Customer Service, Military Experience, Security Clearance, Management, Project Planning, Followership, Schedules, Data Analysis, Communication Skills, Social Media, Social Media Marketing, Media, Personal Services, Personal Development, Active Learning, Public Speaking, complex problem solving, writing, instructing, Time Management, Military Operations, Information Assurance, National Security, Military Training, Briefing, Analysis, Teamwork, Personnel Supervision, Contingency Planning, Active DoD Secret..., COMSEC, Administration, SharePoint, Series 7, Series 66, Communication, Problem Solving, Technology Needs..., Sales
Education
Webster University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
Community College of the Air Force 2007 — 2010
Associate of Science (A.S.), Weather Technology
Fifth Third Bank March 2015 - Present
Missouri Air National Guard February 2013 - Present
Northwestern Mutual Financial Network October 2014 - March 2015
Edward Jones February 2014 - August 2014
Webster University 2012 - December 2013
United States Air Force February 2007 - February 2013
Skills
Microsoft Office, Mac OS, Training, Team Leadership, Critical Thinking, Decision, Customer Service, Military Experience, Security Clearance, Management, Project Planning, Followership, Schedules, Data Analysis, Communication Skills, Social Media, Social Media Marketing, Media, Personal Services, Personal Development, Active Learning, Public Speaking, complex problem solving, writing, instructing, Time Management, Military Operations, Information Assurance, National Security, Military Training, Briefing, Analysis, Teamwork, Personnel Supervision, Contingency Planning, Active DoD Secret..., COMSEC, Administration, SharePoint, Series 7, Series 66, Communication, Problem Solving, Technology Needs..., Sales
Education
Webster University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
Community College of the Air Force 2007 — 2010
Associate of Science (A.S.), Weather Technology
Natalie Colosky's Edward Jones Experience 2006 - 2008
Job Financial Investigator for the Financial Intelligence Unit (FIU) at North American Savings Bank
Industry Banking
Experience
North American Savings Bank January 2013 - December 2014
North American Savings Bank August 2011 - October 2012
North American Savings Bank March 2011 - August 2011
North American Savings Bank August 2010 - February 2011
Portrait Innovations August 2009 - July 2010
Lindner & Johnson PC September 2005 - May 2008
Edward Jones 2006 - 2008
Skills
Accounting, Lightroom, Photography, Customer Service, Organization, Photoshop, Image Editing, Banking, Suspicious Activity..., Bank Secrecy Act, Anti Money Laundering, Compliance, General Ledger, Currency Transaction..., Account Reconciliation, Microsoft Excel, Microsoft Word, Time Management, Mac OS X, Sales, QuickBooks, Digital Photography, 1099 Preparation, Access, Auditing
Education
Concordia University-Seward 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Hallmark Institute of Photography 2008 — 2009
Certificate of Photography
Lafayette County C-1
North American Savings Bank January 2013 - December 2014
North American Savings Bank August 2011 - October 2012
North American Savings Bank March 2011 - August 2011
North American Savings Bank August 2010 - February 2011
Portrait Innovations August 2009 - July 2010
Lindner & Johnson PC September 2005 - May 2008
Edward Jones 2006 - 2008
Skills
Accounting, Lightroom, Photography, Customer Service, Organization, Photoshop, Image Editing, Banking, Suspicious Activity..., Bank Secrecy Act, Anti Money Laundering, Compliance, General Ledger, Currency Transaction..., Account Reconciliation, Microsoft Excel, Microsoft Word, Time Management, Mac OS X, Sales, QuickBooks, Digital Photography, 1099 Preparation, Access, Auditing
Education
Concordia University-Seward 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Hallmark Institute of Photography 2008 — 2009
Certificate of Photography
Lafayette County C-1
Gary M. Throop's Edward Jones Experience October 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2002 - Present
Education
Isenberg School of Management, UMass Amherst 1986 — 1993
Ph.D., Strategic Management
Isenberg School of Management, UMass Amherst 1982 — 1984
MBA
Columbia University in the City of New York 1964 — 1969
B.A., English
Edward Jones October 2002 - Present
Education
Isenberg School of Management, UMass Amherst 1986 — 1993
Ph.D., Strategic Management
Isenberg School of Management, UMass Amherst 1982 — 1984
MBA
Columbia University in the City of New York 1964 — 1969
B.A., English
Jerry Biller's Edward Jones Experience 2008 - Present
Job Financial Advisor, MBA, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
Citifinancial Auto 2005 - 2008
Skills
Credit, Credit Analysis, Banking, Portfolio Management, Retail Banking, Relationship Management, Consumer Lending, Investments, Underwriting, Finance, Wealth Management, Risk Management, Sales, Sales Management, Commercial Lending, Financial Analysis, Series 63, Insurance, Financial Modeling, Alternative Investments
Education
Colorado Technical University 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
James Madison University 1995 — 1997
Bachelor's degree, Finance, General
Virginia Polytechnic Institute and State University 1988 — 1990
Associate's degree, Agricultural Business and Management
Edward Jones 2008 - Present
Citifinancial Auto 2005 - 2008
Skills
Credit, Credit Analysis, Banking, Portfolio Management, Retail Banking, Relationship Management, Consumer Lending, Investments, Underwriting, Finance, Wealth Management, Risk Management, Sales, Sales Management, Commercial Lending, Financial Analysis, Series 63, Insurance, Financial Modeling, Alternative Investments
Education
Colorado Technical University 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
James Madison University 1995 — 1997
Bachelor's degree, Finance, General
Virginia Polytechnic Institute and State University 1988 — 1990
Associate's degree, Agricultural Business and Management
Joshua Krueger's Edward Jones Experience GIS SpecialistOlsson AssociatesMay 2007 - September 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones GIS SpecialistOlsson AssociatesMay 2007 - September 2008
The University of Akron August 2005 - May 2006
City of New Franklin, OH June 2005 - July 2005
Summit County January 2005 - May 2005
Skills
GIS, ArcGIS, Geography, Data Collection, Research, GPS, Cartography, Spatial Analysis, ESRI, Geomatics, ArcSDE, ArcGIS Server, ArcMap, Project Planning, Remote Sensing, ERDAS Imagine, ArcInfo, Spatial Databases, Surveying, Geoprocessing, Environmental Science, ArcObjects
Education
The University of Akron 2005 — 2007
MS, Geographic Information Sciences
Concordia University, Nebraska 2000 — 2004
BA, Geography
Pierce High School 1996 — 2000
Edward Jones GIS SpecialistOlsson AssociatesMay 2007 - September 2008
The University of Akron August 2005 - May 2006
City of New Franklin, OH June 2005 - July 2005
Summit County January 2005 - May 2005
Skills
GIS, ArcGIS, Geography, Data Collection, Research, GPS, Cartography, Spatial Analysis, ESRI, Geomatics, ArcSDE, ArcGIS Server, ArcMap, Project Planning, Remote Sensing, ERDAS Imagine, ArcInfo, Spatial Databases, Surveying, Geoprocessing, Environmental Science, ArcObjects
Education
The University of Akron 2005 — 2007
MS, Geographic Information Sciences
Concordia University, Nebraska 2000 — 2004
BA, Geography
Pierce High School 1996 — 2000
Jordan Fuerst's Edward Jones Experience January 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
FreeWave February 2002 - January 2012
Skills
Wireless, Embedded Software..., Product Management, Wireless Networking, System Architecture, Integration, Embedded Systems, WiFi, Telecommunications, VoIP, Engineering Management, Financial Advisory, Retirement Planning, 401k Rollovers, Roth IRA, SEP IRA, Financial Planning, Investment Strategies, Risk Management, Mutual Funds, Asset Allocation, IRAs
Education
Colorado State University
Bachelor's Degree, Accounting
Edward Jones January 2012 - Present
FreeWave February 2002 - January 2012
Skills
Wireless, Embedded Software..., Product Management, Wireless Networking, System Architecture, Integration, Embedded Systems, WiFi, Telecommunications, VoIP, Engineering Management, Financial Advisory, Retirement Planning, 401k Rollovers, Roth IRA, SEP IRA, Financial Planning, Investment Strategies, Risk Management, Mutual Funds, Asset Allocation, IRAs
Education
Colorado State University
Bachelor's Degree, Accounting
Larry Nazarenus's Edward Jones Experience September 2005 - September 2009
Job Financial Advisor, CUSO Financial Services LP at Partner Coloardo Credit Union
Industry Financial Services
Experience
Partner Colorado Credit Union June 2011 - Present
TD Ameritrade October 2009 - October 2011
Edward Jones September 2005 - September 2009
Skills
Financial Planning, Retirement Planning, Investments, Financial Advisory, Portfolio Management, Equities, Salesforce.com, Asset Management, Financial Services, Finance, Series 7, Mutual Funds, Wealth
Education
Colorado State University 1987 — 1992
Bachelor of Science, Pyschology
Partner Colorado Credit Union June 2011 - Present
TD Ameritrade October 2009 - October 2011
Edward Jones September 2005 - September 2009
Skills
Financial Planning, Retirement Planning, Investments, Financial Advisory, Portfolio Management, Equities, Salesforce.com, Asset Management, Financial Services, Finance, Series 7, Mutual Funds, Wealth
Education
Colorado State University 1987 — 1992
Bachelor of Science, Pyschology
Tim Menefee's Edward Jones Experience June 2006 - Present
Job Owner, Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Advanced Energy August 1997 - May 2006
Education
Colorado State University 1989 — 1994
BS, Finance & Real Estate
Wheat Ridge High School
Edward Jones June 2006 - Present
Advanced Energy August 1997 - May 2006
Education
Colorado State University 1989 — 1994
BS, Finance & Real Estate
Wheat Ridge High School
Terra Kerr's Edward Jones Experience September 2013 - Present
Job Senior BOA Recruiter at Edward Jones
Industry Retail
Experience
Edward Jones September 2013 - Present
Edward Jones June 2013 - September 2013
True Manufacturing 2012 - 2013
Rand Diversified Companies, LLC 2010 - 2012
Life Uniform 2007 - 2011
Ultimate Staffing 2006 - 2007
Manpower 2004 - 2006
Skills
Recruiting, Customer Service, Behavioral Interviewing, Payroll, Applicant Tracking..., Talent Acquisition, Employee Relations, New Hire Orientations, Performance Management, Human Resources, HRIS, Talent Management, Deferred Compensation, Onboarding, College Recruiting, Taleo, Job Fairs, Cold Calling, Internet Recruiting, Benefits Administration, Sourcing, Interviews, Employee Benefits
Education
Webster University 2010 — 2011
Master of Arts (M.A.), Human Resources Development
Webster University 2008 — 2010
Master of Arts (M.A.), Human Resources Management
Columbia College 2001 — 2003
Bachelor of Arts (B.A.), Business Adminstration
Edward Jones September 2013 - Present
Edward Jones June 2013 - September 2013
True Manufacturing 2012 - 2013
Rand Diversified Companies, LLC 2010 - 2012
Life Uniform 2007 - 2011
Ultimate Staffing 2006 - 2007
Manpower 2004 - 2006
Skills
Recruiting, Customer Service, Behavioral Interviewing, Payroll, Applicant Tracking..., Talent Acquisition, Employee Relations, New Hire Orientations, Performance Management, Human Resources, HRIS, Talent Management, Deferred Compensation, Onboarding, College Recruiting, Taleo, Job Fairs, Cold Calling, Internet Recruiting, Benefits Administration, Sourcing, Interviews, Employee Benefits
Education
Webster University 2010 — 2011
Master of Arts (M.A.), Human Resources Development
Webster University 2008 — 2010
Master of Arts (M.A.), Human Resources Management
Columbia College 2001 — 2003
Bachelor of Arts (B.A.), Business Adminstration
Nermin Hadzihasanovic's Edward Jones Experience 2005 - 2005
Job Sales/Finance management
Industry Automotive
Experience
Volkswagen Group 2010 - Present
ING Annuities 2005 - 2009
Edward Jones 2005 - 2005
Skills
Sales, Marketing, Life Insurance, Negotiation, Series 7, Investments, Automotive, Series 63
Education
Colorado Technical University 2008 — 2009
Business Management
Univerzitet u Sarajevu 1987 — 1989
Volkswagen Group 2010 - Present
ING Annuities 2005 - 2009
Edward Jones 2005 - 2005
Skills
Sales, Marketing, Life Insurance, Negotiation, Series 7, Investments, Automotive, Series 63
Education
Colorado Technical University 2008 — 2009
Business Management
Univerzitet u Sarajevu 1987 — 1989
Kevin Schliemann's Edward Jones Experience Asset Aquisition AssociateAmerican Express Financial Advisors1998 - 2001
Job Reconciliation Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones Asset Aquisition AssociateAmerican Express Financial Advisors1998 - 2001
Education
Concordia University-St. Paul 1992 — 1995
Edward Jones Asset Aquisition AssociateAmerican Express Financial Advisors1998 - 2001
Education
Concordia University-St. Paul 1992 — 1995
Ryan W.'s Edward Jones Experience 2006 - 2007
Job Vice President Business Development at AirTech Engineering
Industry Construction
Experience
AirTech Engineering September 2014 - Present
Howling Wolff, Inc. June 2009 - Present
Eagle Sign Co. April 2013 - September 2014
Signs Plus September 2009 - January 2013
Wrapit Ink October 2010 - May 2012
Northwestern Mutual October 2007 - May 2009
Edward Jones 2006 - 2007
Skills
Small Business, New Business Development, Business Strategy, Marketing Strategy, Sales Management, Sales, Management, Business Development, Strategic Partnerships, Account Management, Advertising, Start-ups, Budgets, Leadership, Strategic Planning, Business Planning, Training, Marketing, Public Relations, Entrepreneurship, B2B, Email Marketing, Online Advertising, Social Media Marketing
Education
University of Utah 2004 — 2006
Bachelor's Degree, Political Science and Government
Concordia University-Seward 2002 — 2004
Business Administration and Management, General
Brighton High School
AirTech Engineering September 2014 - Present
Howling Wolff, Inc. June 2009 - Present
Eagle Sign Co. April 2013 - September 2014
Signs Plus September 2009 - January 2013
Wrapit Ink October 2010 - May 2012
Northwestern Mutual October 2007 - May 2009
Edward Jones 2006 - 2007
Skills
Small Business, New Business Development, Business Strategy, Marketing Strategy, Sales Management, Sales, Management, Business Development, Strategic Partnerships, Account Management, Advertising, Start-ups, Budgets, Leadership, Strategic Planning, Business Planning, Training, Marketing, Public Relations, Entrepreneurship, B2B, Email Marketing, Online Advertising, Social Media Marketing
Education
University of Utah 2004 — 2006
Bachelor's Degree, Political Science and Government
Concordia University-Seward 2002 — 2004
Business Administration and Management, General
Brighton High School
Ish Espada's Edward Jones Experience December 2010 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones December 2010 - Present
National Brokers Network March 2009 - June 2010
Aflac January 2004 - June 2006
Aflac January 2000 - January 2004
Marubeni Denim/DNA January 1999 - January 2000
Levi Strauss, Old Navy January 1996 - January 1999
Cone Mills Corporation January 1991 - January 1996
Swift Denim January 1985 - January 1991
Milliken & Company January 1977 - January 1985
Skills
Insurance, Fixed Annuities, Life Insurance, 401k, Term Life Insurance, Long-term Care, Financial Advisory, Universal Life, Mutual Funds, Wealth Management, Investment Advisory, Investments, Securities, Whole Life, Financial Services, IRAs, Health Insurance, Public Speaking, Sales, Management, Finance, Budgets, Employee Benefits, Retirement Plan..., Strategic Planning, Estate and Legacy...
Education
Columbus State University 1971 — 1977
Master of Education (M.Ed.), Special Education and Teaching
Columbus State University 1971 — 1977
Masters, Education
Columbus State U. 1971 — 1976
Bachelor of Arts (B.A.), Psychology
Edward Jones December 2010 - Present
National Brokers Network March 2009 - June 2010
Aflac January 2004 - June 2006
Aflac January 2000 - January 2004
Marubeni Denim/DNA January 1999 - January 2000
Levi Strauss, Old Navy January 1996 - January 1999
Cone Mills Corporation January 1991 - January 1996
Swift Denim January 1985 - January 1991
Milliken & Company January 1977 - January 1985
Skills
Insurance, Fixed Annuities, Life Insurance, 401k, Term Life Insurance, Long-term Care, Financial Advisory, Universal Life, Mutual Funds, Wealth Management, Investment Advisory, Investments, Securities, Whole Life, Financial Services, IRAs, Health Insurance, Public Speaking, Sales, Management, Finance, Budgets, Employee Benefits, Retirement Plan..., Strategic Planning, Estate and Legacy...
Education
Columbus State University 1971 — 1977
Master of Education (M.Ed.), Special Education and Teaching
Columbus State University 1971 — 1977
Masters, Education
Columbus State U. 1971 — 1976
Bachelor of Arts (B.A.), Psychology
Kristy John's Edward Jones Experience September 2007 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
StarTek September 2002 - September 2007
Great-West Life and Annuity Insurance Company 1996 - 2000
Life Partners Group 1995 - 1996
Oppenheimer Capital 1987 - 1995
Skills
Client Services, Office Administration, Insurance, Long Term Care, Billing, Customer Service, Outlook, Compliance, Mutual Funds, Administration, Excel, PowerPoint, Customer Relations, Word, Time Management, Employee Relations, Microsoft Office, Scheduling, Call Center, Inventory Management, Supervisory Skills, Documentation, Customer Satisfaction, Problem Solving, Process Improvement, Account Management, Investments, Team Building, Event Planning, Coaching, Sales Support, Team Leadership, Life Insurance, Financial Services, Microsoft Excel, Process Scheduler, Workforce Management, Call Centers, Management, Analysis, Finance, Recruiting, Marketing, Office Management, Leadership, Training, Administrative..., Spreadsheets, Telecommunications, Data Entry
Education
Colorado State University-Global Campus 2010 — 2012
Business Management, Business Administration and Management, General, 3.78
University of Phoenix 2009 — 2010
Business, Business Administration
University of Northern Colorado 1979 — 1982
Business, Administration
Edward Jones September 2007 - Present
StarTek September 2002 - September 2007
Great-West Life and Annuity Insurance Company 1996 - 2000
Life Partners Group 1995 - 1996
Oppenheimer Capital 1987 - 1995
Skills
Client Services, Office Administration, Insurance, Long Term Care, Billing, Customer Service, Outlook, Compliance, Mutual Funds, Administration, Excel, PowerPoint, Customer Relations, Word, Time Management, Employee Relations, Microsoft Office, Scheduling, Call Center, Inventory Management, Supervisory Skills, Documentation, Customer Satisfaction, Problem Solving, Process Improvement, Account Management, Investments, Team Building, Event Planning, Coaching, Sales Support, Team Leadership, Life Insurance, Financial Services, Microsoft Excel, Process Scheduler, Workforce Management, Call Centers, Management, Analysis, Finance, Recruiting, Marketing, Office Management, Leadership, Training, Administrative..., Spreadsheets, Telecommunications, Data Entry
Education
Colorado State University-Global Campus 2010 — 2012
Business Management, Business Administration and Management, General, 3.78
University of Phoenix 2009 — 2010
Business, Business Administration
University of Northern Colorado 1979 — 1982
Business, Administration
Sina Buresch's Edward Jones Experience Customer Service RepEnterprise Rent-A-Car1997 - 2000
Job Senior Development Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones Customer Service RepEnterprise Rent-A-Car1997 - 2000
Education
Columbia College
BS, Business Administration & Computer Information Systems
Edward Jones Customer Service RepEnterprise Rent-A-Car1997 - 2000
Education
Columbia College
BS, Business Administration & Computer Information Systems
Nicole (Nikki) Smith-McGruder's Edward Jones Experience July 2009 - October 2011
Job Regional Manager at Diversity Awareness Partnership
Industry Nonprofit Organization Management
Experience
Diversity Awareness Partnership March 2015 - Present
Cielo Talent November 2011 - November 2014
Edward Jones July 2009 - October 2011
Edward Jones February 2007 - July 2009
TALX Corporation September 2006 - February 2007
Edward Jones November 2004 - September 2006
Edward Jones October 2003 - October 2004
Edward Jones July 2001 - October 2003
Edward Jones July 2002 - September 2002
Columbia College December 1999 - July 2001
Skills
Recruiting, Team Building, Talent Management, Employee Relations, Coaching, Performance Management, Organizational..., Leadership Development, Training, Behavioral Interviewing, Competency Based..., Teamwork, Diversity, Selection, Management, Human Resources, Screening, Staff Development, Hiring, Onboarding, Leadership, Deferred Compensation, Interviews, Public Speaking, Event Planning, Customer Service
Education
Webster University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration
Webster University 2000 — 2002
Master of Arts, Human Resource Development
Columbia College 1997 — 2000
Bachelor of Science, Business Administration; Management
Diversity Awareness Partnership March 2015 - Present
Cielo Talent November 2011 - November 2014
Edward Jones July 2009 - October 2011
Edward Jones February 2007 - July 2009
TALX Corporation September 2006 - February 2007
Edward Jones November 2004 - September 2006
Edward Jones October 2003 - October 2004
Edward Jones July 2001 - October 2003
Edward Jones July 2002 - September 2002
Columbia College December 1999 - July 2001
Skills
Recruiting, Team Building, Talent Management, Employee Relations, Coaching, Performance Management, Organizational..., Leadership Development, Training, Behavioral Interviewing, Competency Based..., Teamwork, Diversity, Selection, Management, Human Resources, Screening, Staff Development, Hiring, Onboarding, Leadership, Deferred Compensation, Interviews, Public Speaking, Event Planning, Customer Service
Education
Webster University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration
Webster University 2000 — 2002
Master of Arts, Human Resource Development
Columbia College 1997 — 2000
Bachelor of Science, Business Administration; Management
Linn Ann Guss's Edward Jones Experience January 2007 - Present
Job Affiliate Broker at Bob Parks Realty
Industry Real Estate
Experience
Bob Parks Realty February 2008 - Present
Edward Jones January 2007 - Present
Prudential Georgia Realty January 2006 - January 2008
Prudential Georgia Realty 2006 - 2008
Coldwell Banker Residential Real Estate, Inc January 2003 - January 2006
Gourmet Award Foods January 2002 - January 2003
Georgia Veterinary Specialists January 1995 - January 2002
Helen Igar, CPA January 1990 - January 1995
Skills
Short Sales, REO, Investment Properties, Real Estate Transactions, Social Networking, Property, Customer Service, Contract Negotiation, Loans, First Time Home Buyers, Marketing, Referrals, Negotiation, Selling, Investors, Finance, Leases, Buyers, Sales, Advertising
Education
Coldwell Banker UniversityBob Hogue School of Real Estate
Community College of Beaver County
Bob Parks Realty February 2008 - Present
Edward Jones January 2007 - Present
Prudential Georgia Realty January 2006 - January 2008
Prudential Georgia Realty 2006 - 2008
Coldwell Banker Residential Real Estate, Inc January 2003 - January 2006
Gourmet Award Foods January 2002 - January 2003
Georgia Veterinary Specialists January 1995 - January 2002
Helen Igar, CPA January 1990 - January 1995
Skills
Short Sales, REO, Investment Properties, Real Estate Transactions, Social Networking, Property, Customer Service, Contract Negotiation, Loans, First Time Home Buyers, Marketing, Referrals, Negotiation, Selling, Investors, Finance, Leases, Buyers, Sales, Advertising
Education
Coldwell Banker UniversityBob Hogue School of Real Estate
Community College of Beaver County
David Levenson's Edward Jones Experience October 2012 - Present
Job Principal, Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Secured Retirement Institute 2014 - 2014
The Hartford July 2010 - September 2012
Hartford Life June 2009 - August 2010
Hartford Life Insurance, KK (Japan) August 2006 - June 2009
The Hartford 2002 - 2005
Fidelity Investments 1994 - 1995
Aetna LIfe and Casualty 1990 - 1994
Hewitt Associates 1988 - 1990
Education
Hitotsubashi University, School of International Corporate Strategy 2008 — 2011
Doctorate, International Business Strategy
Columbia University - Columbia Business School 1996 — 1997
MBA
University of Pennsylvania (Wharton) 1984 — 1988
BSE, Finance and Actuarial Science
Edward Jones October 2012 - Present
Secured Retirement Institute 2014 - 2014
The Hartford July 2010 - September 2012
Hartford Life June 2009 - August 2010
Hartford Life Insurance, KK (Japan) August 2006 - June 2009
The Hartford 2002 - 2005
Fidelity Investments 1994 - 1995
Aetna LIfe and Casualty 1990 - 1994
Hewitt Associates 1988 - 1990
Education
Hitotsubashi University, School of International Corporate Strategy 2008 — 2011
Doctorate, International Business Strategy
Columbia University - Columbia Business School 1996 — 1997
MBA
University of Pennsylvania (Wharton) 1984 — 1988
BSE, Finance and Actuarial Science
John E. Lee, CFP's Edward Jones Experience 1992 - 2002
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - Present
TIAA-CREF August 2005 - June 2009
Lincoln Financial Advisors 2003 - 2004
Edward Jones 1992 - 2002
Skills
Banking, Wealth Management, Equities, Financial Services, Investments, Financial Planning, Asset Management, Estate Planning, Cash Flow, Risk Management, Strategic Planning, Operational Planning, Operational Excellence, Strategic Sales, Marketing Strategy, Team Leadership, Portfolio Management, Portfolio Development, Client Relations
Education
Concord Law School - Kaplan University 2012 — 2015
Doctor of Law (JD)
Lamar University 1974 — 1978
BA, Business/ History
Merrill Edge November 2011 - Present
TIAA-CREF August 2005 - June 2009
Lincoln Financial Advisors 2003 - 2004
Edward Jones 1992 - 2002
Skills
Banking, Wealth Management, Equities, Financial Services, Investments, Financial Planning, Asset Management, Estate Planning, Cash Flow, Risk Management, Strategic Planning, Operational Planning, Operational Excellence, Strategic Sales, Marketing Strategy, Team Leadership, Portfolio Management, Portfolio Development, Client Relations
Education
Concord Law School - Kaplan University 2012 — 2015
Doctor of Law (JD)
Lamar University 1974 — 1978
BA, Business/ History
Michael Fleischmann's Edward Jones Experience June 2009 - July 2012
Job Serving Wimberley HS and Danforth JH
Industry Education Management
Experience
WIMBERLEY ISD August 2015 - Present
Luling Jr High School August 2013 - June 2015
CCF Investments January 2013 - November 2014
Edward Jones June 2009 - July 2012
McAllen ISD October 1999 - June 2009
Edcouch-Elsa High School 1992 - 1996
Edcouch-Elsa High School 1992 - 1996
Edcouch-Elsa High School 1992 - 1996
Edcouch-Elsa High School 1992 - 1996
Skills
Retirement Planning, Insurance, Tutoring, Coaching, Investments, Strategic Planning, Retirement, Finance, Curriculum Development
Education
The University of Texas-Pan American 1996 — 1999
M. Ed., Counseling & Guidance
Concordia College 1993 — 1993
German Language for Elementary School
Michigan State University 1987 — 1991
Bacherlor of Arts, German, Earth Science, Education
WIMBERLEY ISD August 2015 - Present
Luling Jr High School August 2013 - June 2015
CCF Investments January 2013 - November 2014
Edward Jones June 2009 - July 2012
McAllen ISD October 1999 - June 2009
Edcouch-Elsa High School 1992 - 1996
Edcouch-Elsa High School 1992 - 1996
Edcouch-Elsa High School 1992 - 1996
Edcouch-Elsa High School 1992 - 1996
Skills
Retirement Planning, Insurance, Tutoring, Coaching, Investments, Strategic Planning, Retirement, Finance, Curriculum Development
Education
The University of Texas-Pan American 1996 — 1999
M. Ed., Counseling & Guidance
Concordia College 1993 — 1993
German Language for Elementary School
Michigan State University 1987 — 1991
Bacherlor of Arts, German, Earth Science, Education
Kevin Haggard, Sr.'s Edward Jones Experience July 2012 - February 2013
Job Certified Financial Planner (TM)
Industry Financial Services
Experience
Marcus Tubman Financial Services, LLC November 2014 - Present
HD Vest Investment Services SM November 2014 - Present
Zeiders Enterprises, Inc. August 2014 - Present
Fifth Third Bank May 2013 - March 2014
Edward Jones July 2012 - February 2013
VALIC September 2011 - June 2012
Chase Bank October 2009 - September 2011
Skills
Wealth Management, Mortgage Lending, Loans, Commercial Lending, Investments, Life Insurance, Leadership, Finance, Small Business Lending, Credit, Strategic Planning, Retirement Planning, Series 7, Consumer Lending, Management, Securities, Financial Services, Public Speaking, Team Building
Education
University of Louisville 1987 — 1993
MBA, Business Administration, Management
The University of Texas at El Paso 1980 — 1983
BBA, Marketing, Management, Business Administration
Columbia Basin College 1979 — 1980
AAS, Business, Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
N/A, Liberal Arts
Marcus Tubman Financial Services, LLC November 2014 - Present
HD Vest Investment Services SM November 2014 - Present
Zeiders Enterprises, Inc. August 2014 - Present
Fifth Third Bank May 2013 - March 2014
Edward Jones July 2012 - February 2013
VALIC September 2011 - June 2012
Chase Bank October 2009 - September 2011
Skills
Wealth Management, Mortgage Lending, Loans, Commercial Lending, Investments, Life Insurance, Leadership, Finance, Small Business Lending, Credit, Strategic Planning, Retirement Planning, Series 7, Consumer Lending, Management, Securities, Financial Services, Public Speaking, Team Building
Education
University of Louisville 1987 — 1993
MBA, Business Administration, Management
The University of Texas at El Paso 1980 — 1983
BBA, Marketing, Management, Business Administration
Columbia Basin College 1979 — 1980
AAS, Business, Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
N/A, Liberal Arts
Sarah Pell's Edward Jones Experience August 2011 - March 2012
Job Wells Fargo Personal Banker 2 Registered Rep
Industry Banking
Experience
Wells Fargo April 2015 - Present
Sarah Pell State Farm Agency January 2013 - March 2015
State Farm Insurance May 2012 - December 2012
Edward Jones August 2011 - March 2012
GreenPoint Insurance Group March 2009 - April 2011
AAA Travel Agency December 2003 - May 2005
Charleston Copy Right December 1998 - January 2000
Skills
Sales, Life Insurance, Health Insurance, Investments, Banking, Property & Casualty..., Mortgage Lending, Insurance, Small Business, Disability Insurance, Commercial Insurance, Homeowners, Long-term Care, Term Life Insurance, Umbrella Insurance, Customer Service, Leadership, Retirement Planning
Education
Concord University 2005 — 2008
Wells Fargo April 2015 - Present
Sarah Pell State Farm Agency January 2013 - March 2015
State Farm Insurance May 2012 - December 2012
Edward Jones August 2011 - March 2012
GreenPoint Insurance Group March 2009 - April 2011
AAA Travel Agency December 2003 - May 2005
Charleston Copy Right December 1998 - January 2000
Skills
Sales, Life Insurance, Health Insurance, Investments, Banking, Property & Casualty..., Mortgage Lending, Insurance, Small Business, Disability Insurance, Commercial Insurance, Homeowners, Long-term Care, Term Life Insurance, Umbrella Insurance, Customer Service, Leadership, Retirement Planning
Education
Concord University 2005 — 2008
Cheryl Sharpe's Edward Jones Experience May 2001 - August 2014
Job s
Industry Nonprofit Organization Management
Experience
Anti-Defamation League February 2015 - Present
Edward Jones May 2001 - August 2014
Monsanto Company January 1990 - March 1994
American Express March 1985 - December 1989
General Mills September 1982 - December 1985
Skills
Community Outreach, Public Speaking, Nonprofits, Program Development, Strategic Planning, Fundraising, Leadership, Leadership Development, Event Planning, Grant Writing, Volunteer Management, Program Management, Community Development, Grants, Workshop Facilitation, Public Relations, Research, Coaching, Program Evaluation, Staff Development
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Marketing
Oberlin College 1975 — 1979
BA, English
Anti-Defamation League February 2015 - Present
Edward Jones May 2001 - August 2014
Monsanto Company January 1990 - March 1994
American Express March 1985 - December 1989
General Mills September 1982 - December 1985
Skills
Community Outreach, Public Speaking, Nonprofits, Program Development, Strategic Planning, Fundraising, Leadership, Leadership Development, Event Planning, Grant Writing, Volunteer Management, Program Management, Community Development, Grants, Workshop Facilitation, Public Relations, Research, Coaching, Program Evaluation, Staff Development
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Marketing
Oberlin College 1975 — 1979
BA, English
Matthew Harbarcuk's Edward Jones Experience November 2009 - April 2010
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
JPMorgan Chase Bank April 2013 - September 2013
JPMorgan Chase December 2011 - March 2013
Chase Investment Services Corporation (C.I.S.C.) December 2011 - March 2013
Edward Jones November 2009 - April 2010
Bank of America August 2009 - October 2009
JPMorgan Chase May 2007 - August 2009
United States Air Force September 2002 - July 2006
Skills
Team Leadership, Customer Service, Sales, Investments, Strategic Planning, Inventory Management, Risk Management, Private Banking, Project Management, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Financial Markets, Financial Services, Financial Statements, Financial Audits, Banking, Investment Banking, Retail Banking, Credit, Mortgage Banking, Business Analysis, Relationship Management, Building Relationships, Public Speaking, Investor Relations, Microsoft Excel, PowerPoint, Microsoft Office, Cold Calling
Education
Eastern Michigan University 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2007 — 2008
Bachelor of Business Administration (BBA), Finance
Oakland Community College 2006 — 2007
ABA, Business Administration
Community College of the Air Force 2002 — 2006
AAS, Construction Technology
Merrill Lynch September 2013 - Present
JPMorgan Chase Bank April 2013 - September 2013
JPMorgan Chase December 2011 - March 2013
Chase Investment Services Corporation (C.I.S.C.) December 2011 - March 2013
Edward Jones November 2009 - April 2010
Bank of America August 2009 - October 2009
JPMorgan Chase May 2007 - August 2009
United States Air Force September 2002 - July 2006
Skills
Team Leadership, Customer Service, Sales, Investments, Strategic Planning, Inventory Management, Risk Management, Private Banking, Project Management, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Financial Markets, Financial Services, Financial Statements, Financial Audits, Banking, Investment Banking, Retail Banking, Credit, Mortgage Banking, Business Analysis, Relationship Management, Building Relationships, Public Speaking, Investor Relations, Microsoft Excel, PowerPoint, Microsoft Office, Cold Calling
Education
Eastern Michigan University 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2007 — 2008
Bachelor of Business Administration (BBA), Finance
Oakland Community College 2006 — 2007
ABA, Business Administration
Community College of the Air Force 2002 — 2006
AAS, Construction Technology
Mary Suz Zack's Edward Jones Experience March 1989 - January 2001
Job Account Manager at SunAmerica
Industry Insurance
Experience
AIG Financial Distributors January 2001 - Present
Edward Jones March 1989 - January 2001
Education
Columbia College
B.S., Business
Lindenwood University
MBA, Business
The American College
CLU, ChFC, REBC, and RHU, Insurance
AIG Financial Distributors January 2001 - Present
Edward Jones March 1989 - January 2001
Education
Columbia College
B.S., Business
Lindenwood University
MBA, Business
The American College
CLU, ChFC, REBC, and RHU, Insurance
Russ Bigham's Edward Jones Experience September 2009 - July 2015
Job Financial Advisor at Monarch Financial Group
Industry Financial Services
Experience
Monarch Financial Group August 2015 - Present
Edward Jones September 2009 - July 2015
Skills
Asset Allocation, Customer Service, Financial Planning, Fixed Annuities, Investment Advisory, Investments, Leadership, Marketing, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building, Wealth Management
Education
Colorado Technical University 2007 — 2009
Bachelor of Science (Accounting), Accounting and Finance
Monarch Financial Group August 2015 - Present
Edward Jones September 2009 - July 2015
Skills
Asset Allocation, Customer Service, Financial Planning, Fixed Annuities, Investment Advisory, Investments, Leadership, Marketing, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building, Wealth Management
Education
Colorado Technical University 2007 — 2009
Bachelor of Science (Accounting), Accounting and Finance
Leon Cooper, MBA's Edward Jones Experience January 2000 - January 2002
Job Owner at Raleigh Mattress Man, PLC Bedding
Industry Retail
Experience
Raleigh Mattress Man, PLC Bedding March 2014 - Present
First Command Financial Services September 2012 - March 2014
Majestic Carpet Care 2010 - 2014
Target February 2006 - March 2012
Body of Christ Church January 2003 - February 2006
Edward Jones January 2000 - January 2002
Skills
Employee/Labor Relations, Staff Development, Salary Administration, Employee Relations, Payroll, Compliance, Administration, Change Management, Investment Advisory, Personal Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Team Building, Coaching, Microsoft Excel, Public Speaking
Education
Colorado Technical University 2006 — 2007
MBA, Business Administration, Management and Operations
Mount Olive College 2003 — 2005
BS, Religion
North Carolina State University 1985 — 1991
Bachelor's degree, Military Science and Operational Studies
Raleigh Mattress Man, PLC Bedding March 2014 - Present
First Command Financial Services September 2012 - March 2014
Majestic Carpet Care 2010 - 2014
Target February 2006 - March 2012
Body of Christ Church January 2003 - February 2006
Edward Jones January 2000 - January 2002
Skills
Employee/Labor Relations, Staff Development, Salary Administration, Employee Relations, Payroll, Compliance, Administration, Change Management, Investment Advisory, Personal Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Team Building, Coaching, Microsoft Excel, Public Speaking
Education
Colorado Technical University 2006 — 2007
MBA, Business Administration, Management and Operations
Mount Olive College 2003 — 2005
BS, Religion
North Carolina State University 1985 — 1991
Bachelor's degree, Military Science and Operational Studies
Joshua Loveless's Edward Jones Experience January 2015 - Present
Job Financial Advisor/Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Furniture Medic by JBL Wood Repair LLC January 2014 - January 2015
Cancer Fund of America May 2008 - January 2015
Skills
Fundraising, Grant Writing, Grants, Public Speaking, Strategic Planning, Healthcare, Community Outreach, Customer Service, New Business Development, Management, Sales, Microsoft Office, Small Business, Marketing, Contract Negotiation, Budgets
Education
Colorado Technical University 2008 — 2009
EMBA, Business Administration
Haslam College of Business at the University of Tennessee 1998 — 2002
BS, Logistics and transportation
Edward Jones January 2015 - Present
Furniture Medic by JBL Wood Repair LLC January 2014 - January 2015
Cancer Fund of America May 2008 - January 2015
Skills
Fundraising, Grant Writing, Grants, Public Speaking, Strategic Planning, Healthcare, Community Outreach, Customer Service, New Business Development, Management, Sales, Microsoft Office, Small Business, Marketing, Contract Negotiation, Budgets
Education
Colorado Technical University 2008 — 2009
EMBA, Business Administration
Haslam College of Business at the University of Tennessee 1998 — 2002
BS, Logistics and transportation
Aimee (Buesing) Calderon's Edward Jones Experience August 2013 - Present
Job Client Service Manager
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Holy Cross Lutheran Church January 2012 - Present
OppenheimerFunds 2008 - October 2011
OppenheimerFunds 2006 - 2008
OppenheimerFunds 1998 - 2006
OppenheimerFunds 1996 - 1998
ecuFinder europe GmbH 1993 - 1994
Skills
Developing Client..., Excel, Website Management, Organizing, Creative Problem Solving, Siebel, Cognos, Webmaster Services, Microsoft Excel, Management, Event Management, Leadership Development, Customer Service, Mutual Funds, Event Planning, Team Building, Fundraising, Public Speaking, Leadership, Problem Solving, Strategic Planning, CRM, Process Improvement, Program Management
Education
University of Colorado at Denver 1988 — 1991
BA, German
Concordia College 1987 — 1988
Attended Institute for German Studies
Edward Jones August 2013 - Present
Holy Cross Lutheran Church January 2012 - Present
OppenheimerFunds 2008 - October 2011
OppenheimerFunds 2006 - 2008
OppenheimerFunds 1998 - 2006
OppenheimerFunds 1996 - 1998
ecuFinder europe GmbH 1993 - 1994
Skills
Developing Client..., Excel, Website Management, Organizing, Creative Problem Solving, Siebel, Cognos, Webmaster Services, Microsoft Excel, Management, Event Management, Leadership Development, Customer Service, Mutual Funds, Event Planning, Team Building, Fundraising, Public Speaking, Leadership, Problem Solving, Strategic Planning, CRM, Process Improvement, Program Management
Education
University of Colorado at Denver 1988 — 1991
BA, German
Concordia College 1987 — 1988
Attended Institute for German Studies
Mark Hough's Edward Jones Experience July 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2001 - Present
7H Wheatland June 1987 - July 2001
Education
Colorado State University 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), General
Edward Jones July 2001 - Present
7H Wheatland June 1987 - July 2001
Education
Colorado State University 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), General
Bon Keomany's Edward Jones Experience May 2005 - April 2009
Job Financial Advisor at Midland States Bank
Industry Financial Services
Experience
Midland States Bank Wealth Management March 2010 - Present
Amcore Investment April 2009 - March 2010
Edward Jones May 2005 - April 2009
Skills
Retirement Planning, Retirement Savings, Estate Planning, Wealth Management, Wealth Accumulation, Roth IRA, IRAs, 401k, 403 b, Asset Management, Investment Advisory, Life Insurance, College Savings Plans, Stocks, Bonds, Mutual Funds, Variable Annuities, Fixed & Indexed..., Series 7, 63, 65
Education
Concordia University-St. Paul 1987 — 1994
Bachelor's degree, Mathematics and Physics
Midland States Bank Wealth Management March 2010 - Present
Amcore Investment April 2009 - March 2010
Edward Jones May 2005 - April 2009
Skills
Retirement Planning, Retirement Savings, Estate Planning, Wealth Management, Wealth Accumulation, Roth IRA, IRAs, 401k, 403 b, Asset Management, Investment Advisory, Life Insurance, College Savings Plans, Stocks, Bonds, Mutual Funds, Variable Annuities, Fixed & Indexed..., Series 7, 63, 65
Education
Concordia University-St. Paul 1987 — 1994
Bachelor's degree, Mathematics and Physics
Jerry Fochtmann's Edward Jones Experience May 1995 - January 2000
Job Owner, Fochtmann Associates
Industry Think Tanks
Experience
Fochtmann Associates January 1991 - Present
Edward Jones May 1995 - January 2000
Keys April 1991 - May 1995
Skills
Process Analysis, Technical Writing, Web Design
Education
Columbia College 1978 — 1982
BA, Music, Art, Business
Fochtmann Associates January 1991 - Present
Edward Jones May 1995 - January 2000
Keys April 1991 - May 1995
Skills
Process Analysis, Technical Writing, Web Design
Education
Columbia College 1978 — 1982
BA, Music, Art, Business
Dennis Stine's Edward Jones Experience September 2011 - Present
Job Programmer Analyst at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones September 2011 - Present
Concordia University Wisconsin - Computer Science Department August 2009 - May 2011
Concordia University Wisconsin - School of Human Services January 2010 - April 2011
Skills
Java Enterprise Edition, Java, Objective-C, C#, HTML, JavaScript, Web Services, CSS, AJAX, Oracle SQL, PeopleSoft, SQR, Windows, Linux, Mac OS X, Troubleshooting
Education
Concordia University-Wisconsin 2007 — 2011
Bachelor of Science, Computer Science, Philosophy
Edward Jones September 2011 - Present
Concordia University Wisconsin - Computer Science Department August 2009 - May 2011
Concordia University Wisconsin - School of Human Services January 2010 - April 2011
Skills
Java Enterprise Edition, Java, Objective-C, C#, HTML, JavaScript, Web Services, CSS, AJAX, Oracle SQL, PeopleSoft, SQR, Windows, Linux, Mac OS X, Troubleshooting
Education
Concordia University-Wisconsin 2007 — 2011
Bachelor of Science, Computer Science, Philosophy
Christopher Ruck's Edward Jones Experience November 2011 - Present
Job Accounting Professional
Industry Accounting
Experience
Edward Jones November 2011 - Present
Thomson Reuters August 2010 - December 2010
American National Insurance Company June 2009 - September 2009
Office Systems Inc June 2004 - March 2009
Columbia College August 2008 - December 2008
Education
Webster University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Columbia College 2007 — 2011
Bachelor of Science Business Administration, Accounting, and Business Management
Edward Jones November 2011 - Present
Thomson Reuters August 2010 - December 2010
American National Insurance Company June 2009 - September 2009
Office Systems Inc June 2004 - March 2009
Columbia College August 2008 - December 2008
Education
Webster University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Columbia College 2007 — 2011
Bachelor of Science Business Administration, Accounting, and Business Management
Evan Larkin's Edward Jones Experience Substitute TeacherAspen High SchoolSeptember 2007 - April 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Substitute TeacherAspen High SchoolSeptember 2007 - April 2008
Aspen Skiing Company November 2006 - April 2008
Skills
Hatha Yoga, Golf
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
BS, Applied Physics
Edward Jones Substitute TeacherAspen High SchoolSeptember 2007 - April 2008
Aspen Skiing Company November 2006 - April 2008
Skills
Hatha Yoga, Golf
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
BS, Applied Physics
Jennifer Simonsen's Edward Jones Experience September 1999 - June 2001
Job Sr. Software Configuration Analyst at PreferredOne
Industry Insurance
Experience
PreferredOne June 2001 - Present
Edward Jones September 1999 - June 2001
Hour Glass Cleaners September 1994 - September 1999
Education
Concordia University-St. Paul 1999 — 2001
Bachelor of Arts, Information Technology and Management
St. Cloud State University
PreferredOne June 2001 - Present
Edward Jones September 1999 - June 2001
Hour Glass Cleaners September 1994 - September 1999
Education
Concordia University-St. Paul 1999 — 2001
Bachelor of Arts, Information Technology and Management
St. Cloud State University
Justin Snover, MBA's Edward Jones Experience May 2013 - August 2013
Job Experienced Director/Manager
Industry Program Development
Experience
US Government Accountability Office September 2014 - Present
Independent July 2011 - Present
Best Behavior Barkery January 2013 - August 2014
Edward Jones May 2013 - August 2013
Air Force Office of Special Investigations August 2008 - July 2012
Air Force Office of Special Investigations March 2005 - August 2008
Air Force Office of Special Investigations March 2004 - March 2005
Air Force Office of Special Investigations September 2000 - March 2004
United States Air Force April 1996 - September 2000
Consumer Programs Inc (CPI) March 1994 - March 1996
Skills
Program Management, Management, Executive Management, Investigation, Operations Management, Executive Protection, Trading Strategies, Criminal Investigations, Financial Understanding, Account Management, Corporate Finance, Electronic Trading, Equity Trading, Equity Management, Investments, Exectuive Networking..., Building Strategic..., Budgeting & Financial..., Staff Training,..., Excellent Communication..., Understand trading..., Understand market..., Change Management, Managerial Finance, Trading, Internal Investigations, Special Investigations, Field Investigations, Crime Scene..., Production Managment, Operational Streamlining, Operational Planning, Operational Strategy, Supply Chain Operations, Asset Protection, Force Protection, Problem Solving, Understand corporate..., Intelligence and..., Hold Series 7, Hold Series 66, Compliance, Legal Research, Public Speaking, Goal-oriented..., Inventory Management, Resource Management, Information Security, Security Event..., Security Operations
Education
Boston Institute of Finance/Boston University
Certificate, Financial Planning, 3.0
TUI University
Master of Business Administration, Entrepreneurship, 3.515
TUI University
Bachelor of Business Administration, Finance, 3.875
Community College of the Air Force
Associate's degree, Criminal Justice
US Government Accountability Office September 2014 - Present
Independent July 2011 - Present
Best Behavior Barkery January 2013 - August 2014
Edward Jones May 2013 - August 2013
Air Force Office of Special Investigations August 2008 - July 2012
Air Force Office of Special Investigations March 2005 - August 2008
Air Force Office of Special Investigations March 2004 - March 2005
Air Force Office of Special Investigations September 2000 - March 2004
United States Air Force April 1996 - September 2000
Consumer Programs Inc (CPI) March 1994 - March 1996
Skills
Program Management, Management, Executive Management, Investigation, Operations Management, Executive Protection, Trading Strategies, Criminal Investigations, Financial Understanding, Account Management, Corporate Finance, Electronic Trading, Equity Trading, Equity Management, Investments, Exectuive Networking..., Building Strategic..., Budgeting & Financial..., Staff Training,..., Excellent Communication..., Understand trading..., Understand market..., Change Management, Managerial Finance, Trading, Internal Investigations, Special Investigations, Field Investigations, Crime Scene..., Production Managment, Operational Streamlining, Operational Planning, Operational Strategy, Supply Chain Operations, Asset Protection, Force Protection, Problem Solving, Understand corporate..., Intelligence and..., Hold Series 7, Hold Series 66, Compliance, Legal Research, Public Speaking, Goal-oriented..., Inventory Management, Resource Management, Information Security, Security Event..., Security Operations
Education
Boston Institute of Finance/Boston University
Certificate, Financial Planning, 3.0
TUI University
Master of Business Administration, Entrepreneurship, 3.515
TUI University
Bachelor of Business Administration, Finance, 3.875
Community College of the Air Force
Associate's degree, Criminal Justice
Connie Cheek's Edward Jones Experience Branch Office AdministratorEdward JonesJuly 2008 - Present
Job Owner at Not Just A Bookstore
Industry Financial Services
Experience
Edward Jones Branch Office AdministratorEdward JonesJuly 2008 - Present
Not Just A Bookstore December 2007 - Present
Skills
Advocate for Literacy
Education
Columbia College 2009 — 2012
Associates Degree, General, Senior
Edward Jones Branch Office AdministratorEdward JonesJuly 2008 - Present
Not Just A Bookstore December 2007 - Present
Skills
Advocate for Literacy
Education
Columbia College 2009 — 2012
Associates Degree, General, Senior
Bruce Hoover's Edward Jones Experience September 2006 - February 2010
Job Financial advisor at Woodbury Financial Services
Industry Financial Services
Experience
Thomas/Jacks Wealth Management Woodbury Financial Services November 2011 - Present
MetLife Investors February 2010 - November 2011
Edward Jones September 2006 - February 2010
Skills
Series 7, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Uniform Combined State..., IRAs, Wealth Management, Series 63, Investment Advisory, 401k Rollovers, Estate Planning, Wealth Accumulation, Strategic Financial..., Series 65, Series 6, Roth IRA, Variable Annuities, Asset Allocation, 401k, Investment Strategies, Finance
Education
Community College of the Air Force
Logistics, Materials, and Supply Chain Management
Thomas/Jacks Wealth Management Woodbury Financial Services November 2011 - Present
MetLife Investors February 2010 - November 2011
Edward Jones September 2006 - February 2010
Skills
Series 7, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Uniform Combined State..., IRAs, Wealth Management, Series 63, Investment Advisory, 401k Rollovers, Estate Planning, Wealth Accumulation, Strategic Financial..., Series 65, Series 6, Roth IRA, Variable Annuities, Asset Allocation, 401k, Investment Strategies, Finance
Education
Community College of the Air Force
Logistics, Materials, and Supply Chain Management
Leonarda Brunst's Edward Jones Experience 2005 - 2010
Job Garden Guide at Monticello Foundation
Industry Museums and Institutions
Experience
H & R Block January 2005 - Present
Monticello Foundation April 1998 - Present
Edward Jones 2005 - 2010
Skills
Museums, Master Gardener, Natural History, Mycology, QuickBooks, Tax Preparation, Tax Returns, Financial Statements, Journal Entries
Education
Columbia University in the City of New York 1970 — 1972
MIA, International Relations and Affairs
Columbia University in the City of New York 1967 — 1970
Bachelor's degree, Russian Studies
H & R Block January 2005 - Present
Monticello Foundation April 1998 - Present
Edward Jones 2005 - 2010
Skills
Museums, Master Gardener, Natural History, Mycology, QuickBooks, Tax Preparation, Tax Returns, Financial Statements, Journal Entries
Education
Columbia University in the City of New York 1970 — 1972
MIA, International Relations and Affairs
Columbia University in the City of New York 1967 — 1970
Bachelor's degree, Russian Studies
Etta J. Jackson's Edward Jones Experience June 2000 - January 2007
Job Associate General Counsel at MTM, Inc.
Industry Hospital & Health Care
Experience
Kansas City Area Transportation Authority February 2007 - October 2012
Edward Jones June 2000 - January 2007
Maryville University 1994 - 2004
The Bi-State Develpment Agency dba Metro February 1989 - August 1997
Education
Washington University in St. Louis School of Law 1997 — 2000
JD
Columbia University - Columbia Business School
MBA
Harvard University
BA
Kansas City Area Transportation Authority February 2007 - October 2012
Edward Jones June 2000 - January 2007
Maryville University 1994 - 2004
The Bi-State Develpment Agency dba Metro February 1989 - August 1997
Education
Washington University in St. Louis School of Law 1997 — 2000
JD
Columbia University - Columbia Business School
MBA
Harvard University
BA
Micah Bell's Edward Jones Experience April 2010 - April 2011
Job Account Executive Miami, FL at Dell
Industry Information Technology and Services
Experience
Dell November 2014 - Present
Dell August 2012 - November 2014
Dell April 2011 - July 2012
Edward Jones April 2010 - April 2011
Ford Motor Credit Company 2000 - 2006
Skills
Solution Selling, Cloud Computing, Enterprise Software, SaaS, Account Management, Salesforce.com, Virtualization, Pre-sales, Storage, Data Center, Direct Sales, Channel Partners, Sales Operations
Education
Columbia State Community College
Associate's degree, Business Administration and Management, General
Dell November 2014 - Present
Dell August 2012 - November 2014
Dell April 2011 - July 2012
Edward Jones April 2010 - April 2011
Ford Motor Credit Company 2000 - 2006
Skills
Solution Selling, Cloud Computing, Enterprise Software, SaaS, Account Management, Salesforce.com, Virtualization, Pre-sales, Storage, Data Center, Direct Sales, Channel Partners, Sales Operations
Education
Columbia State Community College
Associate's degree, Business Administration and Management, General
Anna Tkacheva's Edward Jones Experience August 2013 - November 2013
Job Law Clerk at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP October 2014 - Present
US Securities and Exchange Commission January 2014 - April 2014
Washington University School of Law January 2013 - December 2013
Edward Jones August 2013 - November 2013
Financial Industry Regulatory Authority (FINRA) May 2013 - July 2013
Washington University School of Law May 2012 - August 2012
Goodwin Procter LLP June 2007 - June 2009
Kings County District Attorney's Office May 2005 - August 2005
Skills
Policy, Trademarks, Securities Regulation, Securities Litigation, Investment Company Act, Corporate Law, Broker-Dealer, Securities Exchange Act..., Corporate Governance, Legal Research, Legal Writing, Analysis
Education
Washington University in St. Louis School of Law 2011 — 2014
Doctor of Law (JD)
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
Menlo School
Hunton & Williams LLP October 2014 - Present
US Securities and Exchange Commission January 2014 - April 2014
Washington University School of Law January 2013 - December 2013
Edward Jones August 2013 - November 2013
Financial Industry Regulatory Authority (FINRA) May 2013 - July 2013
Washington University School of Law May 2012 - August 2012
Goodwin Procter LLP June 2007 - June 2009
Kings County District Attorney's Office May 2005 - August 2005
Skills
Policy, Trademarks, Securities Regulation, Securities Litigation, Investment Company Act, Corporate Law, Broker-Dealer, Securities Exchange Act..., Corporate Governance, Legal Research, Legal Writing, Analysis
Education
Washington University in St. Louis School of Law 2011 — 2014
Doctor of Law (JD)
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
Menlo School
Michele Hause's Edward Jones Experience
Job Sr Branch Office Admin at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Customer Service, Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Financial Services, Financial Planning, Marketing, Wealth Management
Education
Colorado Technical University
Bachelor's Degree
Edward Jones
Skills
Customer Service, Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Financial Services, Financial Planning, Marketing, Wealth Management
Education
Colorado Technical University
Bachelor's Degree
Brandie Watson's Edward Jones Experience September 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Retail
Experience
Edward Jones September 2014 - Present
Self Employed October 2011 - Present
Wal-mart April 2012 - September 2014
H&R Block December 2006 - April 2012
Skills
Store Management, Loss Prevention, Shrinkage, Store Operations, Big Box, Associate Development, Merchandising, Visual Merchandising, Inventory Control, CPFR, Planograms, Retail, Driving Results, Profit, Management, Sales, Training, Inventory Management, Hiring, Retail Sales, Time Management, Customer Service, Customer Satisfaction, P
Education
Colorado State University-Pueblo 2008 — 2012
Bachelor degree, Business Management
Pikes Peak Community College 2005 — 2007
Applied Science transfer, Business Administration and Management, General
Edward Jones September 2014 - Present
Self Employed October 2011 - Present
Wal-mart April 2012 - September 2014
H&R Block December 2006 - April 2012
Skills
Store Management, Loss Prevention, Shrinkage, Store Operations, Big Box, Associate Development, Merchandising, Visual Merchandising, Inventory Control, CPFR, Planograms, Retail, Driving Results, Profit, Management, Sales, Training, Inventory Management, Hiring, Retail Sales, Time Management, Customer Service, Customer Satisfaction, P
Education
Colorado State University-Pueblo 2008 — 2012
Bachelor degree, Business Management
Pikes Peak Community College 2005 — 2007
Applied Science transfer, Business Administration and Management, General
Kathleen Mechem's Edward Jones Experience July 1999 - December 2003
Job Assistant Manager
Industry Banking
Experience
JPMorgan Chase May 2012 - August 2014
JPMorgan Chase August 2011 - April 2012
U.S. Bank March 2010 - June 2011
Citi November 2006 - March 2010
Northwest Foursquare January 2004 - June 2006
Edward Jones July 1999 - December 2003
United States Air Force 1987 - 1990
Skills
Human Resources, Employee Training, Recruiting, Application review, Process Hiring paperwork, Employee on-boarding, Banking, Credit, Training, Leadership, Finance, Management, Loss Mitigation, Time Management, Team Leadership, Consumer Lending, Customer Service..., Auditing
Education
JPMorgan Chase, US Bank, 2010 — 2014
Banking and Financial Support Services
Harvard Mentor Manager Coursework 2007 — 2014
Management Studies, Leadership and Management
CitiUniversity 2006 — 2010
Management, Lending, Collections
Community College of the US Air Force
Finance and Financial Management Services
JPMorgan Chase May 2012 - August 2014
JPMorgan Chase August 2011 - April 2012
U.S. Bank March 2010 - June 2011
Citi November 2006 - March 2010
Northwest Foursquare January 2004 - June 2006
Edward Jones July 1999 - December 2003
United States Air Force 1987 - 1990
Skills
Human Resources, Employee Training, Recruiting, Application review, Process Hiring paperwork, Employee on-boarding, Banking, Credit, Training, Leadership, Finance, Management, Loss Mitigation, Time Management, Team Leadership, Consumer Lending, Customer Service..., Auditing
Education
JPMorgan Chase, US Bank, 2010 — 2014
Banking and Financial Support Services
Harvard Mentor Manager Coursework 2007 — 2014
Management Studies, Leadership and Management
CitiUniversity 2006 — 2010
Management, Lending, Collections
Community College of the US Air Force
Finance and Financial Management Services
Kris Charles's Edward Jones Experience March 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Education
Community College of Vermont 2002 — 2014
Associates Degree, Business Administration and Management, General
Edward Jones March 2012 - Present
Education
Community College of Vermont 2002 — 2014
Associates Degree, Business Administration and Management, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation