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
Jasmin Garcia-Verdin Jasmin Garcia-Verdin's Edward Jones Experience June 2007 - August 2007
Job illustrator
Industry Animation
Experience
American Apparel September 2014 - June 2015
MotoArt Studios January 2014 - September 2014
The Diner March 2013 - June 2013
Quinn / Ainsley June 2012 - August 2012
Montclair State University October 2010 - June 2011
Edward Jones June 2007 - August 2007
Skills
Photoshop, Illustrator, Teaching, Social Media, Microsoft Office, Social Media Marketing, Graphic Design, Event Management, Email Marketing, Editing, Publishing, Art, Illustration, Logo Design, Online Marketing, Customer Service
Education
Montclair State University 2010 — 2013
Bachelor of Arts (BA), History, Art & Design (minor), Business (minor)
County College of Morris 2007 — 2009
Associate's degree, Business
Marchutz School of Art 2008 — 2008
Studio Art, A
American Apparel September 2014 - June 2015
MotoArt Studios January 2014 - September 2014
The Diner March 2013 - June 2013
Quinn / Ainsley June 2012 - August 2012
Montclair State University October 2010 - June 2011
Edward Jones June 2007 - August 2007
Skills
Photoshop, Illustrator, Teaching, Social Media, Microsoft Office, Social Media Marketing, Graphic Design, Event Management, Email Marketing, Editing, Publishing, Art, Illustration, Logo Design, Online Marketing, Customer Service
Education
Montclair State University 2010 — 2013
Bachelor of Arts (BA), History, Art & Design (minor), Business (minor)
County College of Morris 2007 — 2009
Associate's degree, Business
Marchutz School of Art 2008 — 2008
Studio Art, A
David Nesbit's Edward Jones Experience 2001 - 2004
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
Citi 2004 - 2008
Edward Jones 2001 - 2004
Skills
401k Rollovers, Asset Allocation, Financial Analysis, Financial Services, Fixed Income Strategies, Investment Strategies, Investments, Retirement, Retirement Plan..., Retirement Planning, Risk Management, Mutual Funds, Bonds, Unit Investment Trusts, Income Strategies, Annuities, Tax Efficient Strategies, Preferreds
Education
Dallas Baptist University 1990 — 1993
Master of Business Administration (MBA), Finance, General
University of North Texas 1984 — 1987
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors, LLC 2008 - Present
Citi 2004 - 2008
Edward Jones 2001 - 2004
Skills
401k Rollovers, Asset Allocation, Financial Analysis, Financial Services, Fixed Income Strategies, Investment Strategies, Investments, Retirement, Retirement Plan..., Retirement Planning, Risk Management, Mutual Funds, Bonds, Unit Investment Trusts, Income Strategies, Annuities, Tax Efficient Strategies, Preferreds
Education
Dallas Baptist University 1990 — 1993
Master of Business Administration (MBA), Finance, General
University of North Texas 1984 — 1987
Bachelor of Business Administration (BBA), Finance, General
Anne Burns's Edward Jones Experience April 2007 - August 2012
Job Biologics Recruiter at BMS
Industry Human Resources
Experience
Bristol-Myers Squibb March 2015 - Present
Cielo at UOP-Honeywell January 2013 - March 2015
Merrill Lynch September 2012 - December 2012
Edward Jones April 2007 - August 2012
Skills
Internet Recruiting, Applicant Tracking..., Onboarding, Taleo, College Recruiting, Talent Acquisition, Boolean Searching, Talent Scouting, Business, Customer Service, Microsoft Office, Social Networking, Recruiting, Screening Resumes, Temporary Placement, Talent Management, Technical Recruiting, Interviews, Benefits Negotiation
Education
Creighton University
Master of Business Administration (MBA)
University of Missouri-Columbia
Marketing
Bristol-Myers Squibb March 2015 - Present
Cielo at UOP-Honeywell January 2013 - March 2015
Merrill Lynch September 2012 - December 2012
Edward Jones April 2007 - August 2012
Skills
Internet Recruiting, Applicant Tracking..., Onboarding, Taleo, College Recruiting, Talent Acquisition, Boolean Searching, Talent Scouting, Business, Customer Service, Microsoft Office, Social Networking, Recruiting, Screening Resumes, Temporary Placement, Talent Management, Technical Recruiting, Interviews, Benefits Negotiation
Education
Creighton University
Master of Business Administration (MBA)
University of Missouri-Columbia
Marketing
Allison McDonough's Edward Jones Experience January 2012 - September 2013
Job Business Owner at Fido & Stitch
Industry Accounting
Experience
Fido & Stitch June 2015 - Present
Beene Garter LLP September 2013 - Present
Edward Jones January 2012 - September 2013
Fitness Together April 2011 - January 2012
Athletico January 2011 - March 2011
Xsport Fitness August 2010 - March 2011
Skills
Customer Service, Event Planning, Office Administration, Time Management, Marketing, Event Management, High level of initiative, Teamwork, Multi Tasking, Outstanding..., Workflow Management, Microsoft Office, Account Management, Outstanding time..., Nutrition, Employee Wellness..., Wellness Coaching, Marketing Research, Customer Segmentation..., Marketing Strategy, Workflow Software, Business Process...
Education
Davenport University 2013 — 2015
Master of Business Administration (MBA), Marketing
International Sports Sciences Association 2009 — 2010
Certification, Personal Fitness Trainer
Hope College 2006 — 2010
Bachelor of Arts, Exercise Science
Hamilton High School 2001 — 2006
diploma
Fido & Stitch June 2015 - Present
Beene Garter LLP September 2013 - Present
Edward Jones January 2012 - September 2013
Fitness Together April 2011 - January 2012
Athletico January 2011 - March 2011
Xsport Fitness August 2010 - March 2011
Skills
Customer Service, Event Planning, Office Administration, Time Management, Marketing, Event Management, High level of initiative, Teamwork, Multi Tasking, Outstanding..., Workflow Management, Microsoft Office, Account Management, Outstanding time..., Nutrition, Employee Wellness..., Wellness Coaching, Marketing Research, Customer Segmentation..., Marketing Strategy, Workflow Software, Business Process...
Education
Davenport University 2013 — 2015
Master of Business Administration (MBA), Marketing
International Sports Sciences Association 2009 — 2010
Certification, Personal Fitness Trainer
Hope College 2006 — 2010
Bachelor of Arts, Exercise Science
Hamilton High School 2001 — 2006
diploma
David Llewellyn, AIF®,AWMA® David Llewellyn, AIF®,AWMA®'s Edward Jones Experience 2006 - September 2010
Job Partner of West Volusia Wealth Management Group,P.A.
Industry Financial Services
Experience
West Volusia Wealth Management 2010 - Present
Llewellyn Wealth Management 2010 - Present
Independent Insurance Representative June 2000 - Present
Edward Jones 2006 - September 2010
Winn Dixie Stores 1976 - 2005
Skills
Retirement Planning, Fixed Annuities, Investments, Life Insurance, Management, Finance, Insurance, Retirement, Estate Planning, Long-term Care, Strategy, Strategic Financial..., Small Business, Wealth Management, 401k, Risk Management, Asset Management, Portfolio Management, Disability Insurance, Underwriting, Customer Retention, Asset Protection, Financial Risk, Term Life Insurance, Health Insurance, Mutual Funds, Trusts, Pensions, Financial Services, IRAs, Financial Advisory, Brokers, Asset Managment, Employee Benefits, Property & Casualty..., General Insurance, Commercial Insurance, Workers Compensation, Umbrella Insurance, Financial Planning, Annuities
Education
College of Financial Planning® 2012 — 2014
Accredited Wealth Management Advisor
Daytona Beach Community College
Miami Dade College
Miami Springs HS
UNIVERSITY OF FLORIDA
West Volusia Wealth Management 2010 - Present
Llewellyn Wealth Management 2010 - Present
Independent Insurance Representative June 2000 - Present
Edward Jones 2006 - September 2010
Winn Dixie Stores 1976 - 2005
Skills
Retirement Planning, Fixed Annuities, Investments, Life Insurance, Management, Finance, Insurance, Retirement, Estate Planning, Long-term Care, Strategy, Strategic Financial..., Small Business, Wealth Management, 401k, Risk Management, Asset Management, Portfolio Management, Disability Insurance, Underwriting, Customer Retention, Asset Protection, Financial Risk, Term Life Insurance, Health Insurance, Mutual Funds, Trusts, Pensions, Financial Services, IRAs, Financial Advisory, Brokers, Asset Managment, Employee Benefits, Property & Casualty..., General Insurance, Commercial Insurance, Workers Compensation, Umbrella Insurance, Financial Planning, Annuities
Education
College of Financial Planning® 2012 — 2014
Accredited Wealth Management Advisor
Daytona Beach Community College
Miami Dade College
Miami Springs HS
UNIVERSITY OF FLORIDA
Sofian Haikal, CFA's Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Cham Capital January 2011 - March 2013
Cham Capital March 2009 - January 2011
Alramz Securities 2008 - 2009
Syriatel 2005 - 2008
Skills
Financial Analysis, Portfolio Management, Finance, Team Leadership, Valuation, Management, Equities, Financial Advisory, Project Planning, Business Planning, Strategic Planning, Banking, Executive Management, Investments, Budgets, Analysis, Project Finance, Economics, Negotiation, Microsoft Office, CRM, Accounting, Risk Management, Investment Banking, Telecommunications, Financial Services, Capital Markets, Research, Corporate Finance, Credit Risk, Private Equity, Public Speaking, Business Strategy, Team Management, Financial Markets, Management Consulting, Financial Reporting, Managerial Finance, Performance Management, Credit, Financial Risk, Financial Modeling, Strategy, Credit Analysis, Strategic Financial..., Brokerage, Budget
Education
The University of Birmingham 2003 — 2004
MSc, Money, Banking & Finance
Damascus University 2001 — 2002
PG Deploma, Money & Finance
Damascus University 1997 — 2001
BA, Economics
Edward Jones July 2013 - Present
Cham Capital January 2011 - March 2013
Cham Capital March 2009 - January 2011
Alramz Securities 2008 - 2009
Syriatel 2005 - 2008
Skills
Financial Analysis, Portfolio Management, Finance, Team Leadership, Valuation, Management, Equities, Financial Advisory, Project Planning, Business Planning, Strategic Planning, Banking, Executive Management, Investments, Budgets, Analysis, Project Finance, Economics, Negotiation, Microsoft Office, CRM, Accounting, Risk Management, Investment Banking, Telecommunications, Financial Services, Capital Markets, Research, Corporate Finance, Credit Risk, Private Equity, Public Speaking, Business Strategy, Team Management, Financial Markets, Management Consulting, Financial Reporting, Managerial Finance, Performance Management, Credit, Financial Risk, Financial Modeling, Strategy, Credit Analysis, Strategic Financial..., Brokerage, Budget
Education
The University of Birmingham 2003 — 2004
MSc, Money, Banking & Finance
Damascus University 2001 — 2002
PG Deploma, Money & Finance
Damascus University 1997 — 2001
BA, Economics
Angela C. (Angie) Wittmann, CFP's Edward Jones Experience January 2002 - December 2004
Job Senior Account Manager at BDC ★ Commercial Financing ★ Consulting ★ Subordinate Financing ★ Venture Capital ★ Manitoba
Industry Banking
Experience
BDC February 2014 - Present
Assiniboine Credit Union April 2011 - January 2014
Assiniboine Credit Union February 2005 - April 2011
Edward Jones January 2002 - December 2004
Investors Group 1999 - 2002
Investors Group July 1987 - December 1999
Skills
Certified Financial..., Financial Analysis, Financial Statement..., Superior Client Service, Commercial Banking, Lines Of Credit, Equipment Loans, Business Loans, Investment Property..., Commercial Mortgages, Volunteering, Fundraising, Client Services, Loans, Mutual Funds, Commercial Lending, Credit, Strategic Financial..., Risk Management, Financial Services, Investments, Banking, Training, Leadership, Public Speaking
Education
Dalhousie University 2012 — 2012
Commercial Mortgage Lending
Dalhousie University 2010 — 2010
Commercial Lending
Dalhousie University 2013 — 2014
The Credit Union System
Canadian Securities Institute 2002 — 2003
Canadian Securities Course
Financial Planners Standards Council 1996 — 1996
Certified Financial Planner designation
Canadian Institute of Financial Planning 1994 — 1994
Chartered Financial Planner designation
Canadian Securities Institute
Professional Financial Planning Course
Canadian Securities Institute
Conduct & Practices Course
BDC February 2014 - Present
Assiniboine Credit Union April 2011 - January 2014
Assiniboine Credit Union February 2005 - April 2011
Edward Jones January 2002 - December 2004
Investors Group 1999 - 2002
Investors Group July 1987 - December 1999
Skills
Certified Financial..., Financial Analysis, Financial Statement..., Superior Client Service, Commercial Banking, Lines Of Credit, Equipment Loans, Business Loans, Investment Property..., Commercial Mortgages, Volunteering, Fundraising, Client Services, Loans, Mutual Funds, Commercial Lending, Credit, Strategic Financial..., Risk Management, Financial Services, Investments, Banking, Training, Leadership, Public Speaking
Education
Dalhousie University 2012 — 2012
Commercial Mortgage Lending
Dalhousie University 2010 — 2010
Commercial Lending
Dalhousie University 2013 — 2014
The Credit Union System
Canadian Securities Institute 2002 — 2003
Canadian Securities Course
Financial Planners Standards Council 1996 — 1996
Certified Financial Planner designation
Canadian Institute of Financial Planning 1994 — 1994
Chartered Financial Planner designation
Canadian Securities Institute
Professional Financial Planning Course
Canadian Securities Institute
Conduct & Practices Course
Doyle Smith Doyle Smith's Edward Jones Experience July 2009 - October 2012
Job Maintenance Manager / Facilities Manager
Industry Facilities Services
Experience
Edward Jones July 2009 - October 2012
The Home Depot 2006 - 2009
The Home Depot 1999 - 2006
The Home Depot 1992 - 1999
American Hermetics 1989 - 1992
Skills
Project Management, Retail, Budgets, Strategic Planning, Customer Service, Team Building, Contract Negotiation, Project Planning, Operations Management, Inventory Management, Microsoft Office, Construction, Contract Management, Purchasing, Sales Management, Facilities Management, Maintenance Management, HVAC, Facilities Operations, Facilities Engineering, Maintenance Managers, Maintenance Supervision, Maintenance Engineering, Total Preventive..., Total Preventative..., Total Predictive..., Negotiation, Team Leadership, New Business Development, Microsoft Excel, Process Improvement, Expisite
Education
Georgia Institute of Technology
Construction Management Series
Cuyahoga Community College
Studied Core Curriculum
Edward Jones July 2009 - October 2012
The Home Depot 2006 - 2009
The Home Depot 1999 - 2006
The Home Depot 1992 - 1999
American Hermetics 1989 - 1992
Skills
Project Management, Retail, Budgets, Strategic Planning, Customer Service, Team Building, Contract Negotiation, Project Planning, Operations Management, Inventory Management, Microsoft Office, Construction, Contract Management, Purchasing, Sales Management, Facilities Management, Maintenance Management, HVAC, Facilities Operations, Facilities Engineering, Maintenance Managers, Maintenance Supervision, Maintenance Engineering, Total Preventive..., Total Preventative..., Total Predictive..., Negotiation, Team Leadership, New Business Development, Microsoft Excel, Process Improvement, Expisite
Education
Georgia Institute of Technology
Construction Management Series
Cuyahoga Community College
Studied Core Curriculum
Rob Desai, CFA Rob Desai, CFA's Edward Jones Experience August 2013 - Present
Job Equity Analyst Energy at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Edward Jones May 2011 - August 2013
Hewlett-Packard 2007 - 2009
Hewlett-Packard 2005 - 2007
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance, Accounting
Cornell University 2000 — 2004
B.S., Electrical and Computer Engineering
Edward Jones August 2013 - Present
Edward Jones May 2011 - August 2013
Hewlett-Packard 2007 - 2009
Hewlett-Packard 2005 - 2007
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance, Accounting
Cornell University 2000 — 2004
B.S., Electrical and Computer Engineering
Jason Durina Jason Durina's Edward Jones Experience June 2007 - February 2008
Job Financial Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard May 2012 - Present
Cedar Management, Inc. January 2012 - May 2012
Flagstar Bank February 2010 - June 2010
Chase November 2008 - March 2009
TCF Bank May 2008 - October 2008
Edward Jones June 2007 - February 2008
Raymond James Financial Inc. May 2006 - June 2007
Comerica Bank May 2002 - September 2005
Huntington National Bank February 2002 - May 2002
Skills
Customer Service, Microsoft Office, Financial Analysis, Excel, Financial Reporting, Accounting, Financial Modeling, Budgeting, Word, PowerPoint, Valuation, Forecasting, Customer Relations, Real Estate, Accounts Payable, Credit, Corporate Finance, Analysis, Outlook, Access, Accounts Receivable, Strategic Planning, Problem Solving, Bloomberg, Loans, Risk Management, Banking, Financial Planning, Research, Insurance, Quickbooks, Economics, Retail, Reconciliation, Financial Accounting, Data Analysis, Teamwork, Credit Analysis, Audit, General Ledger, Auditing, Financial Management, Compliance, Business Analysis, Account Reconciliation, Investments, Spanish, Hindi, Estate Planning, Portfolio Management
Education
Oakland University 2012 — 2015
Bachelor of Arts (BA), English Language and Literature/Letters, 3.9
Davenport University 2003 — 2012
Bachelor of Business Administration (BBA), Finance, General, 4.0
Hamtramck High 1991 — 1995
Diploma
Hewlett-Packard May 2012 - Present
Cedar Management, Inc. January 2012 - May 2012
Flagstar Bank February 2010 - June 2010
Chase November 2008 - March 2009
TCF Bank May 2008 - October 2008
Edward Jones June 2007 - February 2008
Raymond James Financial Inc. May 2006 - June 2007
Comerica Bank May 2002 - September 2005
Huntington National Bank February 2002 - May 2002
Skills
Customer Service, Microsoft Office, Financial Analysis, Excel, Financial Reporting, Accounting, Financial Modeling, Budgeting, Word, PowerPoint, Valuation, Forecasting, Customer Relations, Real Estate, Accounts Payable, Credit, Corporate Finance, Analysis, Outlook, Access, Accounts Receivable, Strategic Planning, Problem Solving, Bloomberg, Loans, Risk Management, Banking, Financial Planning, Research, Insurance, Quickbooks, Economics, Retail, Reconciliation, Financial Accounting, Data Analysis, Teamwork, Credit Analysis, Audit, General Ledger, Auditing, Financial Management, Compliance, Business Analysis, Account Reconciliation, Investments, Spanish, Hindi, Estate Planning, Portfolio Management
Education
Oakland University 2012 — 2015
Bachelor of Arts (BA), English Language and Literature/Letters, 3.9
Davenport University 2003 — 2012
Bachelor of Business Administration (BBA), Finance, General, 4.0
Hamtramck High 1991 — 1995
Diploma
Donna Bush Donna Bush's Edward Jones Experience June 2002 - November 2002
Job Financial Investment Broker Trainee at Edward Jones
Industry Management Consulting
Experience
Donna Kay Bush Enterprise January 2013 - Present
Donna Kay Bush Ministriesii 2004 - 2013
HARDVARD RISK MANAGEMENT June 2012 - December 2012
CITI FINANCIAL AUTO/ SANTADER October 2007 - March 2012
UNITRIN March 2003 - October 2007
Fidelity Investments January 2003 - March 2003
Edward Jones June 2002 - November 2002
GEICO November 1995 - June 2002
Skills
Insurance, Risk Management, Training, Management, Life Insurance, Property & Casualty..., Underwriting, Investments, Analysis, Strategy, Finance, Sales, Motivational Speaking, International Business..., Leadership, Cross-functional Team..., Experienced Trainer, Professional..., Public Relations, Public Speaking, Recruiters, Project Management, Global Networking, Global Network..., International Network, International Business..., Superior Communications..., Solid Presentation..., Executive Level..., Executive Team Coaching, Future Leaders, Transformational..., Marketing
Education
Dallas Baptist University 2010 — 2014
Bachelor of Business Administration (BBA), Business, 3.5
Dallas Baptist University 1990 — 1995
Bachelor of Arts (BA), Music Education, General, 3.0
Donna Kay Bush Enterprise January 2013 - Present
Donna Kay Bush Ministriesii 2004 - 2013
HARDVARD RISK MANAGEMENT June 2012 - December 2012
CITI FINANCIAL AUTO/ SANTADER October 2007 - March 2012
UNITRIN March 2003 - October 2007
Fidelity Investments January 2003 - March 2003
Edward Jones June 2002 - November 2002
GEICO November 1995 - June 2002
Skills
Insurance, Risk Management, Training, Management, Life Insurance, Property & Casualty..., Underwriting, Investments, Analysis, Strategy, Finance, Sales, Motivational Speaking, International Business..., Leadership, Cross-functional Team..., Experienced Trainer, Professional..., Public Relations, Public Speaking, Recruiters, Project Management, Global Networking, Global Network..., International Network, International Business..., Superior Communications..., Solid Presentation..., Executive Level..., Executive Team Coaching, Future Leaders, Transformational..., Marketing
Education
Dallas Baptist University 2010 — 2014
Bachelor of Business Administration (BBA), Business, 3.5
Dallas Baptist University 1990 — 1995
Bachelor of Arts (BA), Music Education, General, 3.0
James Budzinski James Budzinski's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Skills
Research, Financial Modeling, Investments, Organization Skills, Writing, Market Research, History
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, History
Edward Jones August 2015 - Present
Skills
Research, Financial Modeling, Investments, Organization Skills, Writing, Market Research, History
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, History
Amy Manley Amy Manley's Edward Jones Experience July 2012 - February 2013
Job Multifaceted professional with genuine personal integrity. I practice a customercentric focus.
Industry Financial Services
Experience
Raymond James July 2014 - Present
Clear Choice Shutters April 2013 - June 2014
Community Wealth Management April 2013 - January 2014
Edward Jones July 2012 - February 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Series 7, Public Speaking, Strategic Planning, Financial Advisory, Retirement Planning, Insurance, Mutual Funds, Budgets, Investment Advisory, Wealth Management, Research, Strategic Financial..., IRAs, Saving for Education, 401k Rollovers, Financial Planning, PowerPoint, English, Windows, Outlook, Photoshop, Series 66, Variable Annuities, Finance
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), Finance ALS
Cornell University 1979 — 1983
Bachelor's degree, Agricultural Economics
Raymond James July 2014 - Present
Clear Choice Shutters April 2013 - June 2014
Community Wealth Management April 2013 - January 2014
Edward Jones July 2012 - February 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Series 7, Public Speaking, Strategic Planning, Financial Advisory, Retirement Planning, Insurance, Mutual Funds, Budgets, Investment Advisory, Wealth Management, Research, Strategic Financial..., IRAs, Saving for Education, 401k Rollovers, Financial Planning, PowerPoint, English, Windows, Outlook, Photoshop, Series 66, Variable Annuities, Finance
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), Finance ALS
Cornell University 1979 — 1983
Bachelor's degree, Agricultural Economics
Christina Laubenthal Christina Laubenthal's Edward Jones Experience June 2013 - Present
Job Marketing Intern at Heart of America
Industry Marketing and Advertising
Experience
Heart of America May 2015 - Present
Creighton University August 2014 - Present
Edward Jones June 2013 - Present
Edward Jones June 2014 - August 2014
The Outing Club May 2012 - May 2014
The Windsor Crest Club May 2011 - August 2012
City of Davenport May 2011 - August 2011
Skills
Finance, Microsoft Office, Public Speaking, Customer Service, Research, Management, Editing, Teaching, Filing, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Leadership, Time Management, Social Media, Outlook, Critical Thinking, Access, Data Analysis, InDesign, Illustrator, Project Management, Cold Calling, Public Relations
Education
Creighton University's Heider College of Business 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Marketing; Entrepreneurship/Entrepreneurial Studies; English, Junior
Heart of America May 2015 - Present
Creighton University August 2014 - Present
Edward Jones June 2013 - Present
Edward Jones June 2014 - August 2014
The Outing Club May 2012 - May 2014
The Windsor Crest Club May 2011 - August 2012
City of Davenport May 2011 - August 2011
Skills
Finance, Microsoft Office, Public Speaking, Customer Service, Research, Management, Editing, Teaching, Filing, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Leadership, Time Management, Social Media, Outlook, Critical Thinking, Access, Data Analysis, InDesign, Illustrator, Project Management, Cold Calling, Public Relations
Education
Creighton University's Heider College of Business 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Marketing; Entrepreneurship/Entrepreneurial Studies; English, Junior
Keith Souza's Edward Jones Experience November 1995 - December 1999
Job President, Souza Financial Group
Industry Investment Management
Experience
Souza Financial Group April 2006 - Present
RussBert Group August 2011 - Present
A.G. Edwards December 1999 - April 2006
Edward Jones November 1995 - December 1999
Skills
Leadership, Marketing Strategy, Social Media Marketing, Retirement Planning, Retail, Competitive Analysis, Investments, Social Media, Mutual Funds, Marketing, Strategy, Event Planning, Entrepreneurship, Management, Financial Services, Email Marketing, Asset Management, Strategic Planning, Nonprofits, Advertising, Public Relations, Public Speaking, Portfolio Management, Investment Advisory, New Business Development, Fundraising, Business Planning, Budgets, Team Building, Leadership Development, Wealth Management, Management Consulting, Start-ups, Executive Management, Small Business, Social Networking, Strategic Partnerships, Business Development, 401k, Online Marketing, Sales, Business Strategy, Securities
Education
Southern Illinois University, Carbondale 1989 — 1992
Bachelor of Science
Danville Area Community College 1988 — 1989
Souza Financial Group April 2006 - Present
RussBert Group August 2011 - Present
A.G. Edwards December 1999 - April 2006
Edward Jones November 1995 - December 1999
Skills
Leadership, Marketing Strategy, Social Media Marketing, Retirement Planning, Retail, Competitive Analysis, Investments, Social Media, Mutual Funds, Marketing, Strategy, Event Planning, Entrepreneurship, Management, Financial Services, Email Marketing, Asset Management, Strategic Planning, Nonprofits, Advertising, Public Relations, Public Speaking, Portfolio Management, Investment Advisory, New Business Development, Fundraising, Business Planning, Budgets, Team Building, Leadership Development, Wealth Management, Management Consulting, Start-ups, Executive Management, Small Business, Social Networking, Strategic Partnerships, Business Development, 401k, Online Marketing, Sales, Business Strategy, Securities
Education
Southern Illinois University, Carbondale 1989 — 1992
Bachelor of Science
Danville Area Community College 1988 — 1989
Lindsay Moody's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Skills
Retirement Planning, Wealth Management, Retirement, IRAs, Small Business, Equities, Long Term Care Insurance, Asset Management, Investment Strategies, Insurance
Education
William Woods University 2000 — 2003
Bachelor of Arts (BA), Special Education and Teaching
Culver Stockton College 1999 — 2000
Edward Jones June 2012 - Present
Skills
Retirement Planning, Wealth Management, Retirement, IRAs, Small Business, Equities, Long Term Care Insurance, Asset Management, Investment Strategies, Insurance
Education
William Woods University 2000 — 2003
Bachelor of Arts (BA), Special Education and Teaching
Culver Stockton College 1999 — 2000
June Henderson's Edward Jones Experience 2010 - Present
Job
Industry Retail
Experience
The Village 2012 - Present
Edward Jones 2010 - Present
Hospice of Washington County May 2012 - Present
Mike Margolin Insurance & Investments 2000 - 2010
Scott, Madden & Assoc. 1996 - 1999
Skills
Visual Arts, Photography, Executive Level..., Merchandising, Retail Sales, Customer Service, Microsoft Office, Purchasing, Microsoft Word, Event Planning, Event Management, Retail
Education
Dana College
Luther College Teaneck NJ
The Village 2012 - Present
Edward Jones 2010 - Present
Hospice of Washington County May 2012 - Present
Mike Margolin Insurance & Investments 2000 - 2010
Scott, Madden & Assoc. 1996 - 1999
Skills
Visual Arts, Photography, Executive Level..., Merchandising, Retail Sales, Customer Service, Microsoft Office, Purchasing, Microsoft Word, Event Planning, Event Management, Retail
Education
Dana College
Luther College Teaneck NJ
Linda Hocevar's Edward Jones Experience March 2010 - February 2011
Job SAP Data Steward, NA Central Data Management at PPG Industries
Industry Executive Office
Experience
PPG Industries February 2013 - Present
PPG Industries June 2011 - March 2013
Edward Jones March 2010 - February 2011
Cutting Systems, Inc. 2007 - 2009
Cutting Systems, Inc. 2005 - 2007
Skills
Administration, Microsoft Office, Budgeting, Customer Service, Event Management, Research, Accounting, Customer Relations, Policy, Excel, Promotions, Administrative Support, Word, Supply Chain, SAP, Process Improvement, Team Building, Purchasing, Inventory Management, Microsoft Excel, Continuous Improvement
Education
Cuyahoga Community College 2006 — 2010
Associate's degree, Early Childhood Education and Teaching
Lakeland Community College 1992 — 1995
Medical/Clinical Assistant
PPG Industries February 2013 - Present
PPG Industries June 2011 - March 2013
Edward Jones March 2010 - February 2011
Cutting Systems, Inc. 2007 - 2009
Cutting Systems, Inc. 2005 - 2007
Skills
Administration, Microsoft Office, Budgeting, Customer Service, Event Management, Research, Accounting, Customer Relations, Policy, Excel, Promotions, Administrative Support, Word, Supply Chain, SAP, Process Improvement, Team Building, Purchasing, Inventory Management, Microsoft Excel, Continuous Improvement
Education
Cuyahoga Community College 2006 — 2010
Associate's degree, Early Childhood Education and Teaching
Lakeland Community College 1992 — 1995
Medical/Clinical Assistant
Jennie Blum Jones's Edward Jones Experience May 1999 - August 1999
Job Benefits and Compensation Specialist at South Haven Health System
Industry Hospital & Health Care
Experience
South Haven Health System September 2013 - Present
YDC/PAL 2009 - 2014
South Haven Health System February 2011 - September 2013
South Haven Health System September 2002 - February 2011
Fidlar Doubleday July 2001 - September 2002
Clarion Technologies August 1999 - June 2001
Edward Jones May 1999 - August 1999
Pullman Industries June 1996 - January 1999
Pullman Industries January 1995 - June 1996
Albemarle (Wykoff Chemical Company) November 1991 - January 1995
Skills
Human Resources, Executive Management, Benefits Administration, Industrial Safety, Payroll, Recruiting, Compensation Structure..., Systems Analysis, Organizational..., Healthcare, Hospitals, Customer Service, Deferred Compensation, Hiring, HIPAA, Data Analysis, Strategic Planning, Employee Benefits, FMLA, Employee Relations, Onboarding, Performance Management
Education
Davenport University 1995 — 1997
Human Resources/Psychology
South Haven Health System September 2013 - Present
YDC/PAL 2009 - 2014
South Haven Health System February 2011 - September 2013
South Haven Health System September 2002 - February 2011
Fidlar Doubleday July 2001 - September 2002
Clarion Technologies August 1999 - June 2001
Edward Jones May 1999 - August 1999
Pullman Industries June 1996 - January 1999
Pullman Industries January 1995 - June 1996
Albemarle (Wykoff Chemical Company) November 1991 - January 1995
Skills
Human Resources, Executive Management, Benefits Administration, Industrial Safety, Payroll, Recruiting, Compensation Structure..., Systems Analysis, Organizational..., Healthcare, Hospitals, Customer Service, Deferred Compensation, Hiring, HIPAA, Data Analysis, Strategic Planning, Employee Benefits, FMLA, Employee Relations, Onboarding, Performance Management
Education
Davenport University 1995 — 1997
Human Resources/Psychology
Jennifer Snyder Jennifer Snyder's Edward Jones Experience April 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Public Relations and Communications
Experience
Edward Jones April 2015 - Present
Jenn Hopes August 2011 - Present
Classical Conversations August 2013 - May 2014
UC San Diego Office of Admissions January 2012 - June 2013
US Congress June 2010 - August 2010
Cornerstone Community Church March 2010 - July 2010
Skills
Event Planning, Public Speaking, Social Media, Leadership, Editing, Event Management
Education
UC San Diego 2011 — 2013
Bachelor of Arts (B.A.), Political Science-American Politics
Cuesta College 2009 — 2011
Certificate of Completion, Intersegmental General Education Transfer Curriculum
Edward Jones April 2015 - Present
Jenn Hopes August 2011 - Present
Classical Conversations August 2013 - May 2014
UC San Diego Office of Admissions January 2012 - June 2013
US Congress June 2010 - August 2010
Cornerstone Community Church March 2010 - July 2010
Skills
Event Planning, Public Speaking, Social Media, Leadership, Editing, Event Management
Education
UC San Diego 2011 — 2013
Bachelor of Arts (B.A.), Political Science-American Politics
Cuesta College 2009 — 2011
Certificate of Completion, Intersegmental General Education Transfer Curriculum
Casey Moore Casey Moore's Edward Jones Experience June 2007 - July 2012
Job Oklahoma Sales Representative for Batliner Recycling, a Pioneer Industries International Co.
Industry Environmental Services
Experience
Batliner Recycling, a Pioneer Industries International October 2012 - Present
Edward Jones June 2007 - July 2012
Edward Jones 2007 - 2012
Teacher August 2002 - May 2007
Skills
Sales, Direct Sales, Sales Process, Sales Prospecting, Investments, Building Relationships, Networking, Social Skills, Cold Calling, Presenter, Sales Presentations, Writing, Teamwork, Highly Ambitious, Competitive, Success Driven, Organization, Client Rapport, Referrals, Getting The Job Done, Team Building, Sales Force Development, Sales Management, Sales Operations, Selling, Finance, B2B, Account Management, Social Networking, Product Launch, Salesforce.com, Training, Selling Skills, Recruiting, Applicant Tracking..., Leadership, Pharmaceutical Sales, Capital Equipment, Small Business, Customer Retention, Negotiation, Coaching, Insurance, Relationship Building
Education
The University of Oklahoma 1999 — 2002
Bachelor of Science (BS), Elementary Education and Teaching
Cottey College 1998 — 1999
Batliner Recycling, a Pioneer Industries International October 2012 - Present
Edward Jones June 2007 - July 2012
Edward Jones 2007 - 2012
Teacher August 2002 - May 2007
Skills
Sales, Direct Sales, Sales Process, Sales Prospecting, Investments, Building Relationships, Networking, Social Skills, Cold Calling, Presenter, Sales Presentations, Writing, Teamwork, Highly Ambitious, Competitive, Success Driven, Organization, Client Rapport, Referrals, Getting The Job Done, Team Building, Sales Force Development, Sales Management, Sales Operations, Selling, Finance, B2B, Account Management, Social Networking, Product Launch, Salesforce.com, Training, Selling Skills, Recruiting, Applicant Tracking..., Leadership, Pharmaceutical Sales, Capital Equipment, Small Business, Customer Retention, Negotiation, Coaching, Insurance, Relationship Building
Education
The University of Oklahoma 1999 — 2002
Bachelor of Science (BS), Elementary Education and Teaching
Cottey College 1998 — 1999
Brian Gross's Edward Jones Experience July 1998 - October 2000
Job Financial Planner Financial Design Team at Illuminate Financial Group
Industry Financial Services
Experience
Illuminate Financial Group May 2008 - Present
Summit Wealth Partners August 2004 - April 2008
TierOne Bank October 2000 - August 2004
Edward Jones July 1998 - October 2000
Creighton University 1993 - 1995
Skills
Strategic Financial..., Investments, Retirement, Finance, Securities, Small Business, Financial Planners, Sales, Time Management, Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Life Insurance, Estate Planning, Loans, Banking, Term Life Insurance, Disability Insurance, Wealth, Financial Services, Asset Allocation, Public Speaking, Financial Advisory, Portfolio Management, Long-term Care, Series 63, Mutual Funds, Customer Service, Employee Benefits, Leadership Development, Mortgage Lending, Credit, Series 7, Risk Management, Asset Management, Financial Analysis, Health Insurance, Relationship Management, IRAs, Investment Advisory
Education
Creighton University's Heider College of Business 1992 — 1995
Bachelor of Science, Business Administration, Finance
Iowa State University 1991 — 1992
Agricultural Business
Illuminate Financial Group May 2008 - Present
Summit Wealth Partners August 2004 - April 2008
TierOne Bank October 2000 - August 2004
Edward Jones July 1998 - October 2000
Creighton University 1993 - 1995
Skills
Strategic Financial..., Investments, Retirement, Finance, Securities, Small Business, Financial Planners, Sales, Time Management, Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Life Insurance, Estate Planning, Loans, Banking, Term Life Insurance, Disability Insurance, Wealth, Financial Services, Asset Allocation, Public Speaking, Financial Advisory, Portfolio Management, Long-term Care, Series 63, Mutual Funds, Customer Service, Employee Benefits, Leadership Development, Mortgage Lending, Credit, Series 7, Risk Management, Asset Management, Financial Analysis, Health Insurance, Relationship Management, IRAs, Investment Advisory
Education
Creighton University's Heider College of Business 1992 — 1995
Bachelor of Science, Business Administration, Finance
Iowa State University 1991 — 1992
Agricultural Business
Brandon Teamer Brandon Teamer's Edward Jones Experience July 2015 - Present
Job Associate Analyst Mutual Fund Research at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2015 - Present
Edward Jones June 2014 - June 2015
Mutual of Omaha Insurance Company April 2012 - May 2013
Omaha Healthy Kids Alliance - AmeriCorps September 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
TD Ameritrade March 2008 - December 2008
Kiewit Corporation September 2007 - March 2008
Douglas County Treasurer's Office June 2007 - August 2007
Nelnet May 2005 - June 2007
Skills
Accounting, Risk Management, Asset Management, Wealth Management, Investment Strategies, Analysis, Leadership, Financial Reporting, Strategic Planning, Data Analysis, Microsoft Excel, Process Improvement, Customer Service
Education
Creighton University
Master of Business Administration (M.B.A.), MBA Candidate
Creighton University 2011 — 2013
Master of Investment Management and Financial Analysis, Finance
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Science, Finance
Central High School 1999 — 2003
Chartered Financial Analyst (CFA) - Level 2 Candidate - December 2016
Wall Street Prep: Financial and Valuation Modeling Certification Candidate
Edward Jones July 2015 - Present
Edward Jones June 2014 - June 2015
Mutual of Omaha Insurance Company April 2012 - May 2013
Omaha Healthy Kids Alliance - AmeriCorps September 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
TD Ameritrade March 2008 - December 2008
Kiewit Corporation September 2007 - March 2008
Douglas County Treasurer's Office June 2007 - August 2007
Nelnet May 2005 - June 2007
Skills
Accounting, Risk Management, Asset Management, Wealth Management, Investment Strategies, Analysis, Leadership, Financial Reporting, Strategic Planning, Data Analysis, Microsoft Excel, Process Improvement, Customer Service
Education
Creighton University
Master of Business Administration (M.B.A.), MBA Candidate
Creighton University 2011 — 2013
Master of Investment Management and Financial Analysis, Finance
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Science, Finance
Central High School 1999 — 2003
Chartered Financial Analyst (CFA) - Level 2 Candidate - December 2016
Wall Street Prep: Financial and Valuation Modeling Certification Candidate
Larry Womack Larry Womack's Edward Jones Experience October 2013 - Present
Job Financial Adisor Edward Jones
Industry Banking
Experience
Edward Jones October 2013 - Present
Santa Lucia Bank 2003 - 2011
Mission Community Bank July 2001 - July 2003
Skills
Finacial Advisor, Loans, Credit, Banking, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Consumer Lending, Small Business Lending, Branch Banking, Cross Selling, Financial Risk, Financial Analysis, Commercial Appraisal...
Education
Cuesta College 1979 — 1982
Business/Accounting
Edward Jones October 2013 - Present
Santa Lucia Bank 2003 - 2011
Mission Community Bank July 2001 - July 2003
Skills
Finacial Advisor, Loans, Credit, Banking, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Consumer Lending, Small Business Lending, Branch Banking, Cross Selling, Financial Risk, Financial Analysis, Commercial Appraisal...
Education
Cuesta College 1979 — 1982
Business/Accounting
John Lynn's Edward Jones Experience May 2010 - January 2011
Job Middle Office Analyst at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch April 2011 - March 2014
Bank of America Merrill Lynch February 2011 - April 2011
Edward Jones May 2010 - January 2011
Capital Bank September 2009 - January 2010
Elon Academy January 2009 - July 2009
Raynham Center Water District / Highway Department June 2005 - August 2008
Skills
Inventory Management, Leadership, Program Management, Budgets, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Event Planning, Investments, Data Analysis, Banking, Risk Management, Financial Modeling, Strategic Planning, Finance, Sales, Research
Education
Creighton University's Heider College of Business 2013 — 2015
Master's Degree, Investment Management & Financial Analysis
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor's Degree, Business Administration: Finance Concentration
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch April 2011 - March 2014
Bank of America Merrill Lynch February 2011 - April 2011
Edward Jones May 2010 - January 2011
Capital Bank September 2009 - January 2010
Elon Academy January 2009 - July 2009
Raynham Center Water District / Highway Department June 2005 - August 2008
Skills
Inventory Management, Leadership, Program Management, Budgets, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Event Planning, Investments, Data Analysis, Banking, Risk Management, Financial Modeling, Strategic Planning, Finance, Sales, Research
Education
Creighton University's Heider College of Business 2013 — 2015
Master's Degree, Investment Management & Financial Analysis
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor's Degree, Business Administration: Finance Concentration
Kris Thomas Kris Thomas's Edward Jones Experience August 2015 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Sports Club at Graywood September 2014 - July 2015
ONA Salon December 2013 - September 2014
TXI January 2008 - January 2013
Nortel Networks August 2000 - February 2007
Foxworth-Galbraith Lumber Company November 1997 - August 2000
Skills
Accounts Payable, Process Improvement, Microsoft Excel, Budgets, Purchasing, Customer Service, Administrative..., Contract Negotiation, Procurement, Microsoft Office, Supply Management, Inventory Management, Process Scheduler, Supply Chain Management, Project Planning, Human Resources, Logistics, Supervisory Skills, Payroll, SAP, Forecasting, Pricing, Operations Management, Leadership, Accounts Receivable, Outlook, Team Building, Administrative...
Education
University of Phoenix 2012 — 2015
Bachelor of Science in Business, 3.7
Cuyamaca College 1987 — 1996
Edward Jones August 2015 - Present
Sports Club at Graywood September 2014 - July 2015
ONA Salon December 2013 - September 2014
TXI January 2008 - January 2013
Nortel Networks August 2000 - February 2007
Foxworth-Galbraith Lumber Company November 1997 - August 2000
Skills
Accounts Payable, Process Improvement, Microsoft Excel, Budgets, Purchasing, Customer Service, Administrative..., Contract Negotiation, Procurement, Microsoft Office, Supply Management, Inventory Management, Process Scheduler, Supply Chain Management, Project Planning, Human Resources, Logistics, Supervisory Skills, Payroll, SAP, Forecasting, Pricing, Operations Management, Leadership, Accounts Receivable, Outlook, Team Building, Administrative...
Education
University of Phoenix 2012 — 2015
Bachelor of Science in Business, 3.7
Cuyamaca College 1987 — 1996
Anthony Monraz's Edward Jones Experience July 2013 - July 2013
Job Investor Services Analyst at JP Morgan
Industry Financial Services
Experience
ALPFA National April 2013 - Present
Cornell Fishing Club August 2013 - Present
Cornell Dining March 2012 - Present
Carter Jacobs LLC January 2014 - January 2014
Barclays December 2013 - December 2013
Edward Jones July 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Data Analysis, Public Speaking, Research, Financial Analysis, Economics, Spanish, Leadership, Marketing, Event Planning, Customer Service
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Finance Major with a Minor in Real Estate
Cardinal Newman High School 2007 — 2011
ALPFA National April 2013 - Present
Cornell Fishing Club August 2013 - Present
Cornell Dining March 2012 - Present
Carter Jacobs LLC January 2014 - January 2014
Barclays December 2013 - December 2013
Edward Jones July 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Data Analysis, Public Speaking, Research, Financial Analysis, Economics, Spanish, Leadership, Marketing, Event Planning, Customer Service
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Finance Major with a Minor in Real Estate
Cardinal Newman High School 2007 — 2011
Randy Overby Randy Overby's Edward Jones Experience January 2003 - December 2011
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Edward Jones January 2003 - December 2011
Education
Davidson College 1983 — 1987
Computer Programming
LaSalle University 1977 — 1979
Business Management
Ameriprise Financial Services, Inc. December 2011 - Present
Edward Jones January 2003 - December 2011
Education
Davidson College 1983 — 1987
Computer Programming
LaSalle University 1977 — 1979
Business Management
Ladd McKittrick Ladd McKittrick's Edward Jones Experience June 1997 - January 2009
Job Financial Consultant at McK Financial Services
Industry Financial Services
Experience
McK Financial Services January 2009 - Present
Edward Jones June 1997 - January 2009
Fremont Bank February 1990 - May 1997
San Francisco 49ers June 1989 - February 1990
Department of Defense Dependent Schools August 1987 - April 1989
American Express Overseas Bank June 1986 - July 1987
San Francisco 49ers June 1985 - August 1985
Skills
Investments, Retirement, Retirement Savings, Retirement Planning, Life Insurance, Long Term Care Insurance, Strategic Financial...
Education
Oregon State University 1981 — 1985
BS, Agriculture
Cornell University 1980 — 1981
McK Financial Services January 2009 - Present
Edward Jones June 1997 - January 2009
Fremont Bank February 1990 - May 1997
San Francisco 49ers June 1989 - February 1990
Department of Defense Dependent Schools August 1987 - April 1989
American Express Overseas Bank June 1986 - July 1987
San Francisco 49ers June 1985 - August 1985
Skills
Investments, Retirement, Retirement Savings, Retirement Planning, Life Insurance, Long Term Care Insurance, Strategic Financial...
Education
Oregon State University 1981 — 1985
BS, Agriculture
Cornell University 1980 — 1981
Susan Eveler's Edward Jones Experience January 2002 - September 2002
Job SRM Materials Acquisition Specialist at Materials Lifecycle Management Company
Industry Insurance
Experience
Materials Lifecycle Management Company September 2015 - Present
State Farm Insurance, Brad Busch Agency August 2009 - September 2015
Harold's Clothing Stores November 2005 - January 2009
The Kerry Cottage, Ltd. September 2002 - September 2005
Edward Jones January 2002 - September 2002
Skills
Sales, Account Management, Insurance, Customer Service, Leadership, Marketing, Sales Management, Strategic Planning, Customer Retention, Time Management, Customer Satisfaction, Team Building, Outlook, Training, Cold Calling
Education
Creighton University 1991 — 1994
BA, History
Materials Lifecycle Management Company September 2015 - Present
State Farm Insurance, Brad Busch Agency August 2009 - September 2015
Harold's Clothing Stores November 2005 - January 2009
The Kerry Cottage, Ltd. September 2002 - September 2005
Edward Jones January 2002 - September 2002
Skills
Sales, Account Management, Insurance, Customer Service, Leadership, Marketing, Sales Management, Strategic Planning, Customer Retention, Time Management, Customer Satisfaction, Team Building, Outlook, Training, Cold Calling
Education
Creighton University 1991 — 1994
BA, History
Ryan Harnedy Ryan Harnedy's Edward Jones Experience January 2009 - June 2009
Job Technical Community Manager at Carbonite
Industry Computer Software
Experience
Carbonite April 2015 - Present
Carbonite August 2014 - Present
Carbonite September 2013 - Present
Backupify November 2010 - June 2013
Ryan Harnedy Consulting April 2010 - November 2011
Carbonite August 2009 - November 2010
Edward Jones January 2009 - June 2009
Legal Staffing Group September 2007 - January 2009
Skills
Email Marketing, Social Media, Account Management, SaaS, Social Media Marketing, Sales, Salesforce.com, Google Apps, Business Development, Marketing, New Business Development, Cloud Computing, Online Backup, SEM, Enterprise Software, Analytics, Cold Calling, Social Networking, E-commerce, Sales Operations, CRM, Digital Marketing, Management, Start-ups, Project Management, Product Management, Online Marketing, Lead Generation, Online Advertising, Strategic Partnerships, SEO, Customer Service
Education
Connecticut College 2003 — 2007
B.A, Government, minor in Computer Science
Westborough High School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
Carbonite April 2015 - Present
Carbonite August 2014 - Present
Carbonite September 2013 - Present
Backupify November 2010 - June 2013
Ryan Harnedy Consulting April 2010 - November 2011
Carbonite August 2009 - November 2010
Edward Jones January 2009 - June 2009
Legal Staffing Group September 2007 - January 2009
Skills
Email Marketing, Social Media, Account Management, SaaS, Social Media Marketing, Sales, Salesforce.com, Google Apps, Business Development, Marketing, New Business Development, Cloud Computing, Online Backup, SEM, Enterprise Software, Analytics, Cold Calling, Social Networking, E-commerce, Sales Operations, CRM, Digital Marketing, Management, Start-ups, Project Management, Product Management, Online Marketing, Lead Generation, Online Advertising, Strategic Partnerships, SEO, Customer Service
Education
Connecticut College 2003 — 2007
B.A, Government, minor in Computer Science
Westborough High School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
Mickey J Mann's Edward Jones Experience December 2007 - September 2009
Job Professional Mobile Disc Jockey
Industry Entertainment
Experience
Mickey J Entertainemnt January 2005 - Present
MetLife December 2010 - January 2015
Edward Jones December 2007 - September 2009
Education
Cornell University 2005 — 2007
B.S., Applied Economics & Management, Finance Concentration
Corning Community College 2003 — 2004
A.S., Business Administration
Southside High 1981 — 1985
Mickey J Entertainemnt January 2005 - Present
MetLife December 2010 - January 2015
Edward Jones December 2007 - September 2009
Education
Cornell University 2005 — 2007
B.S., Applied Economics & Management, Finance Concentration
Corning Community College 2003 — 2004
A.S., Business Administration
Southside High 1981 — 1985
Jason Espy Jason Espy's Edward Jones Experience December 2011 - Present
Job General Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2011 - Present
Edward Jones 1995 - 2011
Skills
Series 7, Series 63
Education
Cornell College 1988 — 1992
Bachelor of Arts (B.A.), History and Political Science
Cornell College 1988 — 1992
Political Science & History
Edward Jones December 2011 - Present
Edward Jones 1995 - 2011
Skills
Series 7, Series 63
Education
Cornell College 1988 — 1992
Bachelor of Arts (B.A.), History and Political Science
Cornell College 1988 — 1992
Political Science & History
Craig N. Esposito Craig N. Esposito's Edward Jones Experience May 2012 - August 2012
Job Data Analyst at National Hockey League
Industry Sports
Experience
National Hockey League May 2015 - Present
Cornell University July 2014 - July 2014
Cornell University August 2011 - April 2014
Cornell University November 2013 - March 2014
Cornell University June 2011 - August 2013
Edward Jones May 2012 - August 2012
Skills
Teamwork, Social Media Marketing, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, English, Photoshop, Facebook, Management, Social Media
Education
Cornell University 2011 — 2014
Bachelor of Science (B.S.), Communications
National Hockey League May 2015 - Present
Cornell University July 2014 - July 2014
Cornell University August 2011 - April 2014
Cornell University November 2013 - March 2014
Cornell University June 2011 - August 2013
Edward Jones May 2012 - August 2012
Skills
Teamwork, Social Media Marketing, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, English, Photoshop, Facebook, Management, Social Media
Education
Cornell University 2011 — 2014
Bachelor of Science (B.S.), Communications
Robert Lo, CFA Robert Lo, CFA's Edward Jones Experience November 2008 - July 2013
Job Wealth Advisor
Industry Financial Services
Experience
Stone 8 Wealth Management July 2013 - Present
Edward Jones November 2008 - July 2013
Merrill Lynch December 2006 - July 2008
MetLife July 2005 - December 2006
Skills
Portfolio Management, Risk Management, Equities, Investment Strategies, Fixed Income, Investment Management, Investments, Retirement Planning, Bloomberg, Asset Managment, Real Estate, Life Insurance, Multi-generational..., Finance, Strategic Financial..., Wealth Management, Financial Risk, Credit, Mutual Funds, Securities, Personal Financial...
Education
Cornell University 2004 — 2005
Master of Engineering, Applied Operations Research
Cornell University 2001 — 2005
Bachelor of Science, Operations Research
Stone 8 Wealth Management July 2013 - Present
Edward Jones November 2008 - July 2013
Merrill Lynch December 2006 - July 2008
MetLife July 2005 - December 2006
Skills
Portfolio Management, Risk Management, Equities, Investment Strategies, Fixed Income, Investment Management, Investments, Retirement Planning, Bloomberg, Asset Managment, Real Estate, Life Insurance, Multi-generational..., Finance, Strategic Financial..., Wealth Management, Financial Risk, Credit, Mutual Funds, Securities, Personal Financial...
Education
Cornell University 2004 — 2005
Master of Engineering, Applied Operations Research
Cornell University 2001 — 2005
Bachelor of Science, Operations Research
Ryan Pollihan Ryan Pollihan's Edward Jones Experience June 1999 - October 2002
Job Vice President, Corporate Trust & Escrow Services at Zions Bank
Industry Financial Services
Experience
Zions Bank December 2014 - Present
The Bank of New York Mellon Trust Company, N.A. December 2006 - December 2014
The Bank of New York Trust Company, N.A. December 2005 - December 2006
The Bank of New York Trust Company, N.A. October 2002 - December 2005
Edward Jones June 1999 - October 2002
Skills
Securities, Bonds, Capital Markets, Risk Management, Banking, Financial Services, Trading, Financial Analysis, Derivatives, Budgets, Legal Compliance, Sales Management, Project Finance, Document Review, Budgeting, Public Finance, Corporate Trust, Structured Finance, Municipal Bonds, Treasury Services, Portfolio Management
Education
University of Colorado 2011 — 2013
Executive MBA
Creighton University 1995 — 1999
BSBA, Finance
Zions Bank December 2014 - Present
The Bank of New York Mellon Trust Company, N.A. December 2006 - December 2014
The Bank of New York Trust Company, N.A. December 2005 - December 2006
The Bank of New York Trust Company, N.A. October 2002 - December 2005
Edward Jones June 1999 - October 2002
Skills
Securities, Bonds, Capital Markets, Risk Management, Banking, Financial Services, Trading, Financial Analysis, Derivatives, Budgets, Legal Compliance, Sales Management, Project Finance, Document Review, Budgeting, Public Finance, Corporate Trust, Structured Finance, Municipal Bonds, Treasury Services, Portfolio Management
Education
University of Colorado 2011 — 2013
Executive MBA
Creighton University 1995 — 1999
BSBA, Finance
Harris McKee Harris McKee's Edward Jones Experience February 1997 - April 2005
Job Independent Information Services Professional
Industry Information Services
Experience
Dartmouth College 2006 - 2014
Bella Vista POA 2012 - 2013
Rotary District 6110 2010 - 2012
Literacy Council of Benton County 2005 - 2010
Edward Jones February 1997 - April 2005
Brown Printing Company 1990 - 1995
Skills
Strategic Planning, Team Building, Public Speaking, Nonprofits, Volunteer Management, Social Media, Marketing, Fundraising, Investments, Leadership Development, Research, Public Relations, Entrepreneurship, Strategy, Leadership, Team Leadership, Budgets, Management Consulting, Management, Program Management, Start-ups, Business Planning, Analysis, Business Development
Education
Southern Methodist University - Cox School of Business 1979 — 1982
M.B.A., Management
Stanford University 1963 — 1966
Ph.D., Mechanical Engineering
Dartmouth College 1957 — 1963
A.B.,M.S., Engineering Science
Indianola High School
Dartmouth College 2006 - 2014
Bella Vista POA 2012 - 2013
Rotary District 6110 2010 - 2012
Literacy Council of Benton County 2005 - 2010
Edward Jones February 1997 - April 2005
Brown Printing Company 1990 - 1995
Skills
Strategic Planning, Team Building, Public Speaking, Nonprofits, Volunteer Management, Social Media, Marketing, Fundraising, Investments, Leadership Development, Research, Public Relations, Entrepreneurship, Strategy, Leadership, Team Leadership, Budgets, Management Consulting, Management, Program Management, Start-ups, Business Planning, Analysis, Business Development
Education
Southern Methodist University - Cox School of Business 1979 — 1982
M.B.A., Management
Stanford University 1963 — 1966
Ph.D., Mechanical Engineering
Dartmouth College 1957 — 1963
A.B.,M.S., Engineering Science
Indianola High School
Deanne McElroy Deanne McElroy's Edward Jones Experience June 2012 - September 2013
Job Membership Officer at Dallas Holocaust Museum/Center for Education and Tolerance
Industry Museums and Institutions
Experience
Dallas Holocaust Museum/Center for Education and Tolerance July 2015 - Present
Dallas Holocaust Museum/Center for Education and Tolerance May 2014 - Present
Girl Scouts of Northeast Texas September 2013 - May 2014
Edward Jones June 2012 - September 2013
Girl Scouts Heart of the South December 2008 - April 2012
Wells Fargo June 2005 - September 2008
American Society of Radiologic Technologists February 2004 - June 2005
The Dannon Company January 1997 - January 2004
Skills
Community Relations, Public Relations, Event Management, Volunteer Management, Strategic Planning, Community Development, Fundraising, Event Planning, Corporate Communications, Grant Writing, Marketing, Media Relations, Newsletters, Nonprofits, Program Development
Education
Trinity University 1983 — 1987
BA, Political Science & French; Communications
Cornell University
Certificate, Management
The University of New Mexico
Certificate, Non Profit Management
Dallas Holocaust Museum/Center for Education and Tolerance July 2015 - Present
Dallas Holocaust Museum/Center for Education and Tolerance May 2014 - Present
Girl Scouts of Northeast Texas September 2013 - May 2014
Edward Jones June 2012 - September 2013
Girl Scouts Heart of the South December 2008 - April 2012
Wells Fargo June 2005 - September 2008
American Society of Radiologic Technologists February 2004 - June 2005
The Dannon Company January 1997 - January 2004
Skills
Community Relations, Public Relations, Event Management, Volunteer Management, Strategic Planning, Community Development, Fundraising, Event Planning, Corporate Communications, Grant Writing, Marketing, Media Relations, Newsletters, Nonprofits, Program Development
Education
Trinity University 1983 — 1987
BA, Political Science & French; Communications
Cornell University
Certificate, Management
The University of New Mexico
Certificate, Non Profit Management
Lyndie Rouse Lyndie Rouse's Edward Jones Experience May 2012 - April 2013
Job SAHM
Industry Marketing and Advertising
Experience
Edward Jones May 2012 - April 2013
AOR Direct, LLC August 2009 - March 2012
Union Pacific Distribution Services June 2008 - July 2009
Skills
Advertising, Event Planning, Administrative Support, Microsoft Office, Quickbooks, Joomla, Google Adwords, Google Analytics, Catalyst, Website Development, Excel, Outlook, Word, PowerPoint, Blogging, Public Relations, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Mobile Advertising, Writing, Editing, Collateral Material..., Web Editing, Writing For The Web, Time Management, Customer Service, Problem Solving, Press Releases, Copywriting
Education
Creighton University 2004 — 2008
B.A., English, Business Administration
Edward Jones May 2012 - April 2013
AOR Direct, LLC August 2009 - March 2012
Union Pacific Distribution Services June 2008 - July 2009
Skills
Advertising, Event Planning, Administrative Support, Microsoft Office, Quickbooks, Joomla, Google Adwords, Google Analytics, Catalyst, Website Development, Excel, Outlook, Word, PowerPoint, Blogging, Public Relations, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Mobile Advertising, Writing, Editing, Collateral Material..., Web Editing, Writing For The Web, Time Management, Customer Service, Problem Solving, Press Releases, Copywriting
Education
Creighton University 2004 — 2008
B.A., English, Business Administration
Poonam Mistry Poonam Mistry's Edward Jones Experience October 2014 - March 2015
Job Accounts Payable Administrator at Aecon Group
Industry Accounting
Experience
Aecon Group Inc. March 2015 - Present
Edward Jones October 2014 - March 2015
CleanMark Group Inc. February 2013 - June 2014
Onward Manufacturing Company May 2012 - February 2013
Onward Cluthe Hardware Products August 2011 - May 2012
Skills
Accounts Payable, Accounts Receivable, Accounting, Journal Entries, Account Reconciliation, GAAP, Microsoft Excel, Customer Service, Analysis, Invoicing, Financial Accounting, Internal Controls, Corporate Tax, Cost Accounting, Financial Reporting, Teamwork, Leadership, PowerPoint, QuickBooks, Microsoft Word, Budgets, Tax, Management, Financial Statement...
Education
Certified General Accountants of Ontario 2012 — 2015
CGA designation
Conestoga College 2009 — 2011
Business Administration, Accounting
Aecon Group Inc. March 2015 - Present
Edward Jones October 2014 - March 2015
CleanMark Group Inc. February 2013 - June 2014
Onward Manufacturing Company May 2012 - February 2013
Onward Cluthe Hardware Products August 2011 - May 2012
Skills
Accounts Payable, Accounts Receivable, Accounting, Journal Entries, Account Reconciliation, GAAP, Microsoft Excel, Customer Service, Analysis, Invoicing, Financial Accounting, Internal Controls, Corporate Tax, Cost Accounting, Financial Reporting, Teamwork, Leadership, PowerPoint, QuickBooks, Microsoft Word, Budgets, Tax, Management, Financial Statement...
Education
Certified General Accountants of Ontario 2012 — 2015
CGA designation
Conestoga College 2009 — 2011
Business Administration, Accounting
Kate Massey Kate Massey's Edward Jones Experience July 2008 - July 2011
Job Area Sales Manager Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International LLC June 2014 - Present
United Way of Southwest Missouri & Southeast Kansas July 2012 - June 2014
Rebuild Joplin July 2011 - July 2012
Edward Jones July 2008 - July 2011
Skills
Fundraising, Grant Writing, Public Relations, Marketing, Advertising, Community Outreach, Non-profits, Newsletters, Public Speaking, Event Planning, Community Development, Media Relations, Event Management, Social Media, Grants, Customer Service, Volunteer Management, Budgets, Nonprofits, Leadership Development, Marketing Communications, Teaching, Program Development, Strategic Planning, Leadership, Press Releases, Strategic Communications, Social Media Marketing, Social Networking, Facebook, Editing, Marketing Strategy, Copywriting, Email Marketing, Board Development, Internal Communications, Creative Writing, Non-profit..., Corporate Communications, Publicity, Team Building, Sales, Coaching, Management, Small Business
Education
Pittsburg State University 2003 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Carthage Senior High School
Crowder College
Associate of Arts (A.A.), Business/Commerce, General
Arbonne International LLC June 2014 - Present
United Way of Southwest Missouri & Southeast Kansas July 2012 - June 2014
Rebuild Joplin July 2011 - July 2012
Edward Jones July 2008 - July 2011
Skills
Fundraising, Grant Writing, Public Relations, Marketing, Advertising, Community Outreach, Non-profits, Newsletters, Public Speaking, Event Planning, Community Development, Media Relations, Event Management, Social Media, Grants, Customer Service, Volunteer Management, Budgets, Nonprofits, Leadership Development, Marketing Communications, Teaching, Program Development, Strategic Planning, Leadership, Press Releases, Strategic Communications, Social Media Marketing, Social Networking, Facebook, Editing, Marketing Strategy, Copywriting, Email Marketing, Board Development, Internal Communications, Creative Writing, Non-profit..., Corporate Communications, Publicity, Team Building, Sales, Coaching, Management, Small Business
Education
Pittsburg State University 2003 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Carthage Senior High School
Crowder College
Associate of Arts (A.A.), Business/Commerce, General
Jonathan Thomason Jonathan Thomason's Edward Jones Experience March 2013 - October 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Edward Jones March 2013 - October 2013
HAVI LOGISTICS 2004 - 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Financial Services, Strategic Financial..., Financial Analysis, Customer Service, Customer Satisfaction, Customer Retention, Investments, Insurance, Managerial Finance, Financial Risk, Financial Reporting, Finance, Management, Financial Planning
Education
Davenport University 2010 — 2013
Scottrade December 2013 - Present
Edward Jones March 2013 - October 2013
HAVI LOGISTICS 2004 - 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Financial Services, Strategic Financial..., Financial Analysis, Customer Service, Customer Satisfaction, Customer Retention, Investments, Insurance, Managerial Finance, Financial Risk, Financial Reporting, Finance, Management, Financial Planning
Education
Davenport University 2010 — 2013
Ken Hoyt Ken Hoyt's Edward Jones Experience January 2003 - November 2003
Job IBM Analytics Territory Manager
Industry Computer Software
Experience
IBM April 2008 - Present
AXA Advisors February 2007 - April 2008
Ameriprise Financial Services, Inc. May 2004 - January 2007
Edward Jones January 2003 - November 2003
BNY Mellon November 2000 - January 2003
Keyport Life Insurance January 1998 - April 2000
Skills
Strategic Financial..., Cognos, Business Analytics, Investments, TM1, Software Industry, Business Intelligence, Analytics, Certified Financial..., Analysis, CRM, Financial Services, Solution Selling, Risk Management
Education
Syracuse University 1985 — 1989
B.S.
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
Masters
Natick High School 1981 — 1985
IBM April 2008 - Present
AXA Advisors February 2007 - April 2008
Ameriprise Financial Services, Inc. May 2004 - January 2007
Edward Jones January 2003 - November 2003
BNY Mellon November 2000 - January 2003
Keyport Life Insurance January 1998 - April 2000
Skills
Strategic Financial..., Cognos, Business Analytics, Investments, TM1, Software Industry, Business Intelligence, Analytics, Certified Financial..., Analysis, CRM, Financial Services, Solution Selling, Risk Management
Education
Syracuse University 1985 — 1989
B.S.
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
Masters
Natick High School 1981 — 1985
Courtney Roach Courtney Roach's Edward Jones Experience June 2011 - Present
Job Administrative Assistant at Edward Jones
Industry
Experience
Edward Jones June 2011 - Present
Hearne & Bendick LLC August 2011 - June 2012
Vineyard Community Church March 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Editing
Education
Covenant Theological Seminary 2006 — 2008
Master of Arts (MA), Theological and Ministerial Studies
Longwood University 2001 — 2003
Bachelor of Arts (B.A.), History
Edward Jones June 2011 - Present
Hearne & Bendick LLC August 2011 - June 2012
Vineyard Community Church March 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Editing
Education
Covenant Theological Seminary 2006 — 2008
Master of Arts (MA), Theological and Ministerial Studies
Longwood University 2001 — 2003
Bachelor of Arts (B.A.), History
Abby (Evans) Pierce Abby (Evans) Pierce's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Entertainment
Experience
Edward Jones May 2015 - Present
Math for Keeps March 2015 - Present
Stone Soup Films October 2014 - December 2014
Funfit Family Fitness September 2014 - December 2014
Fairytale Princess Events September 2014 - December 2014
First Baptist Church Albany, GA October 2013 - June 2014
Sherwood Baptist Church September 2013 - June 2014
Stellar Video Services August 2013 - June 2014
Darton State College October 2012 - May 2013
Darton State College August 2010 - October 2012
Skills
Cake Decorating, Beginner Japanese, Beginner American Sign..., Final Cut Pro, Photoshop, Can Read Music, Beginner Piano, French Braiding, Jump Rope, Improvisation, Can Use Chop Sticks, Face Painting, Dark Room Photography, Hula Hoop, Scuba Diving, Snorkeling, Skiing, Canoeing, Kayaking, CPR/AED Certified, Audio Transcription, Constant Contact, Adobe Premiere, Creative Writing, Event Planning, Public Speaking
Education
Darton College 2010 — 2013
Associate of Arts (AA), Theatre/Theater, Art, 3.9 GPA
Homeschool 2005 — 2009
High School Diploma
Edward Jones May 2015 - Present
Math for Keeps March 2015 - Present
Stone Soup Films October 2014 - December 2014
Funfit Family Fitness September 2014 - December 2014
Fairytale Princess Events September 2014 - December 2014
First Baptist Church Albany, GA October 2013 - June 2014
Sherwood Baptist Church September 2013 - June 2014
Stellar Video Services August 2013 - June 2014
Darton State College October 2012 - May 2013
Darton State College August 2010 - October 2012
Skills
Cake Decorating, Beginner Japanese, Beginner American Sign..., Final Cut Pro, Photoshop, Can Read Music, Beginner Piano, French Braiding, Jump Rope, Improvisation, Can Use Chop Sticks, Face Painting, Dark Room Photography, Hula Hoop, Scuba Diving, Snorkeling, Skiing, Canoeing, Kayaking, CPR/AED Certified, Audio Transcription, Constant Contact, Adobe Premiere, Creative Writing, Event Planning, Public Speaking
Education
Darton College 2010 — 2013
Associate of Arts (AA), Theatre/Theater, Art, 3.9 GPA
Homeschool 2005 — 2009
High School Diploma
Brandon Gehle Brandon Gehle's Edward Jones Experience January 2015 - Present
Job Edward Jones FA
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Gardner Denver May 2014 - August 2014
Methodist Church of Canton September 2013 - November 2013
Education
Culver Stockton College 2011 — 2015
Bachelor of Science in Business Finance, Finance, Graduated with Honors
Culver Stockton College
Bachelor of Science (B.S.)
Edward Jones January 2015 - Present
Gardner Denver May 2014 - August 2014
Methodist Church of Canton September 2013 - November 2013
Education
Culver Stockton College 2011 — 2015
Bachelor of Science in Business Finance, Finance, Graduated with Honors
Culver Stockton College
Bachelor of Science (B.S.)
Doyle Denny Doyle Denny's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Cintas April 2009 - June 2013
Cintas March 2005 - March 2009
Cintas March 1995 - March 2005
Skills
Leadership, Strategic Planning, People Development, P&L Responsibility, Process Improvement, Team Building, Negotiation, Budget Development, Cold Calling, Operations Management, Sales Management, Budgets, Sales Process, Income Statement, Sales Operations, B2B, Customer Satisfaction, Contract Negotiation, Sales Presentations, Account Management, P&L Management, Direct Sales, New Business Development, Selling, CRM, Recruiting, Sales, Employee Relations, Profit, Management, Customer Retention, Salesforce.com, P&L
Education
Oklahoma State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Connors State College
Associate of Science (A.S.), Business Administration and Management
Edward Jones February 2014 - Present
Cintas April 2009 - June 2013
Cintas March 2005 - March 2009
Cintas March 1995 - March 2005
Skills
Leadership, Strategic Planning, People Development, P&L Responsibility, Process Improvement, Team Building, Negotiation, Budget Development, Cold Calling, Operations Management, Sales Management, Budgets, Sales Process, Income Statement, Sales Operations, B2B, Customer Satisfaction, Contract Negotiation, Sales Presentations, Account Management, P&L Management, Direct Sales, New Business Development, Selling, CRM, Recruiting, Sales, Employee Relations, Profit, Management, Customer Retention, Salesforce.com, P&L
Education
Oklahoma State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Connors State College
Associate of Science (A.S.), Business Administration and Management
Nick. Kagay Nick. Kagay's Edward Jones Experience April 2015 - Present
Job now
Industry Insurance
Experience
Edward Jones April 2015 - Present
Bankers Life February 2015 - March 2015
Buffets, Inc. August 1997 - February 2015
Education
Hixson High 1987 — 1990
Davenport University
Internet Security Systems (ISS)
Edward Jones April 2015 - Present
Bankers Life February 2015 - March 2015
Buffets, Inc. August 1997 - February 2015
Education
Hixson High 1987 — 1990
Davenport University
Internet Security Systems (ISS)
Ashley Wong Ashley Wong's Edward Jones Experience August 2010 - December 2011
Job Associate Economist at Federal Reserve Bank of Chicago
Industry Research
Experience
Federal Reserve Bank of Chicago June 2014 - Present
Dartmouth College December 2012 - June 2014
Massachusetts Institute of Technology (MIT) July 2013 - December 2013
Progress Partners June 2013 - August 2013
Mitosis Inc March 2013 - August 2013
America's Growth Capital December 2012 - March 2013
James O. Freedman Presidential Scholar June 2012 - December 2012
Edward Jones August 2010 - December 2011
New Haven Consulting Group, Inc. June 2011 - August 2011
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Stata, Public Speaking, Data Analysis, Economics, Financial Modeling, Statistics, Marketing, Entrepreneurship, Nonprofits, Market Research, Strategy, Financial Analysis, Leadership
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, Economics
Federal Reserve Bank of Chicago June 2014 - Present
Dartmouth College December 2012 - June 2014
Massachusetts Institute of Technology (MIT) July 2013 - December 2013
Progress Partners June 2013 - August 2013
Mitosis Inc March 2013 - August 2013
America's Growth Capital December 2012 - March 2013
James O. Freedman Presidential Scholar June 2012 - December 2012
Edward Jones August 2010 - December 2011
New Haven Consulting Group, Inc. June 2011 - August 2011
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Stata, Public Speaking, Data Analysis, Economics, Financial Modeling, Statistics, Marketing, Entrepreneurship, Nonprofits, Market Research, Strategy, Financial Analysis, Leadership
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, Economics
Terry Teal Terry Teal's Edward Jones Experience October 2013 - January 2014
Job Financial Services Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group July 2014 - Present
Edward Jones October 2013 - January 2014
TD April 2012 - January 2013
TD December 2010 - April 2012
The Bay December 2005 - December 2010
TruckWeight Inc February 2005 - July 2005
Thomson Nelson Publishing February 1999 - November 2004
Zellers Canada October 1997 - February 1999
Skills
Leadership, Motivation, Communication Skills, Interpersonal Skill, Coaching, Relationship-building..., Objection Handling, Performance Management, Performance Appraisal, Recruiting, Sales Management, Emotional Intelligence, Plannning, Integrity, Customer Service..., Marketing, Sales, Retail Banking, Mutual Funds, Lines Of Credit, Home Equity Lines of..., Consumer Lending, Credit, Banking, Loans, Mortgage Lending, Credit Analysis, Personal Banking, Wealth Management, Retail, Investments, Term Deposits
Education
Dalhousie University 1992 — 1997
Bachelor of Commerce, Marketing and Management
BMO Financial Group July 2014 - Present
Edward Jones October 2013 - January 2014
TD April 2012 - January 2013
TD December 2010 - April 2012
The Bay December 2005 - December 2010
TruckWeight Inc February 2005 - July 2005
Thomson Nelson Publishing February 1999 - November 2004
Zellers Canada October 1997 - February 1999
Skills
Leadership, Motivation, Communication Skills, Interpersonal Skill, Coaching, Relationship-building..., Objection Handling, Performance Management, Performance Appraisal, Recruiting, Sales Management, Emotional Intelligence, Plannning, Integrity, Customer Service..., Marketing, Sales, Retail Banking, Mutual Funds, Lines Of Credit, Home Equity Lines of..., Consumer Lending, Credit, Banking, Loans, Mortgage Lending, Credit Analysis, Personal Banking, Wealth Management, Retail, Investments, Term Deposits
Education
Dalhousie University 1992 — 1997
Bachelor of Commerce, Marketing and Management
Aaron Alexander Aaron Alexander's Edward Jones Experience 1999 - 2005
Job Financial Advisor at Commerce Brokerage, Inc.
Industry Financial Services
Experience
Commerce Brokerage, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. 2008 - October 2012
Kennedy and Coe, LLC 2005 - 2008
Edward Jones 1999 - 2005
TECH 1998 - 1999
Skills
Retirement Planning, College Education..., Retirement Income..., Strategic Financial..., 401k, Retirement, Investments, Wealth Management, Series 7, Mutual Funds, Life Insurance, Asset Allocation
Education
Cornell University 2006 — 2007
Fort Hays State University 1994 — 1998
BS
Commerce Brokerage, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. 2008 - October 2012
Kennedy and Coe, LLC 2005 - 2008
Edward Jones 1999 - 2005
TECH 1998 - 1999
Skills
Retirement Planning, College Education..., Retirement Income..., Strategic Financial..., 401k, Retirement, Investments, Wealth Management, Series 7, Mutual Funds, Life Insurance, Asset Allocation
Education
Cornell University 2006 — 2007
Fort Hays State University 1994 — 1998
BS
Bill Totten's Edward Jones Experience December 2010 - October 2014
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC July 2015 - Present
Edward Jones December 2010 - October 2014
Wells Fargo Advisors, LLC 1995 - November 2010
Otis Elevator 1990 - 1994
Skills
Registered..., 401k Rollovers, Asset Protection, Business Insurance..., Licensed in Long Term..., Licensed Life and..., Mutual Funds, Retirement Planning, Wealth Preservation...
Education
Pennsylvania Institute of Certified Public Accountants 1988 — 1991
CPA
Temple University 1984 — 1986
MBA, Accounting
Cornell University 1969 — 1973
B A, Economics
Plymouth-Whitemarsh High School 1965 — 1969
College Prep
NYLIFE Securities LLC July 2015 - Present
Edward Jones December 2010 - October 2014
Wells Fargo Advisors, LLC 1995 - November 2010
Otis Elevator 1990 - 1994
Skills
Registered..., 401k Rollovers, Asset Protection, Business Insurance..., Licensed in Long Term..., Licensed Life and..., Mutual Funds, Retirement Planning, Wealth Preservation...
Education
Pennsylvania Institute of Certified Public Accountants 1988 — 1991
CPA
Temple University 1984 — 1986
MBA, Accounting
Cornell University 1969 — 1973
B A, Economics
Plymouth-Whitemarsh High School 1965 — 1969
College Prep
Josh Swanson Josh Swanson's Edward Jones Experience March 2011 - December 2011
Job Patient Financial Services at Spectrum Health
Industry Hospital & Health Care
Experience
Spectrum Health October 2012 - Present
Darden Restaurants October 2002 - November 2013
Roost Screen Printing April 2010 - August 2012
Edward Jones March 2011 - December 2011
Skills
Event Planning, Marketing, Customer Service, Time Management, Leadership, Selling, Data Entry, Sales, New Business Development, Microsoft Word, Team Building, Sales Management, Microsoft Excel, Strategy, Training
Education
Cornerstone University 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Managment, Minor in Business Administration
Cornerstone University 2013 — 2014
Associate of Science in Business (A.S.), Business Administration and Management, General
Spectrum Health October 2012 - Present
Darden Restaurants October 2002 - November 2013
Roost Screen Printing April 2010 - August 2012
Edward Jones March 2011 - December 2011
Skills
Event Planning, Marketing, Customer Service, Time Management, Leadership, Selling, Data Entry, Sales, New Business Development, Microsoft Word, Team Building, Sales Management, Microsoft Excel, Strategy, Training
Education
Cornerstone University 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Managment, Minor in Business Administration
Cornerstone University 2013 — 2014
Associate of Science in Business (A.S.), Business Administration and Management, General
Jennifer Sivils Jennifer Sivils's Edward Jones Experience February 2003 - December 2004
Job Substitute Paraeducator at White River School District
Industry Individual & Family Services
Experience
White River School District September 2014 - Present
White River School District January 2014 - Present
The Sivils Household November 2006 - Present
DuVall Household January 2005 - November 2006
GamingReport.com January 1999 - November 2006
Edward Jones February 2003 - December 2004
Eng Household June 1998 - June 2000
Bright Horizons October 1996 - May 1998
Skills
Customer Service, Event Planning, Social Networking, Time Management, Staff Development
Education
Creighton University 1989 — 1995
BA, Theater / Biology
White River School District September 2014 - Present
White River School District January 2014 - Present
The Sivils Household November 2006 - Present
DuVall Household January 2005 - November 2006
GamingReport.com January 1999 - November 2006
Edward Jones February 2003 - December 2004
Eng Household June 1998 - June 2000
Bright Horizons October 1996 - May 1998
Skills
Customer Service, Event Planning, Social Networking, Time Management, Staff Development
Education
Creighton University 1989 — 1995
BA, Theater / Biology
Jo Danice Manuel's Edward Jones Experience January 2006 - October 2012
Job Silicon Valley Marketing and Communications at SAP
Industry Human Resources
Experience
SAP August 2015 - Present
SAP January 2015 - July 2015
SuccessFactors November 2013 - December 2014
SuccessFactors February 2013 - November 2013
Edward Jones January 2006 - October 2012
De La Salle University August 2003 - September 2004
HingeMedia April 2004 - August 2004
LG Electronics July 2002 - July 2003
MEGA Publishing Group April 2000 - July 2001
Skills
Internal Communications, Event Planning, Marketing Communications, Editing, Company Newsletters, Newsletter Production, Copywriting, Event Management, Customer Service, Office Administration, Desktop Publishing, Customer Satisfaction, Graphic Design, Magazine Articles, Magazine Design, Magazine Layout Design, Proofreading, Copy Editing, Continuous Improvement, Employee Engagement, Newsletters, Management, CRM, Project Management, Marketing, Leadership, Public Relations
Education
University of the Philippines 1994 — 1999
Bachelor of Arts (BA) Communication Arts, Creative Writing
De La Salle University 2003 — 2004
Master in Marketing Communication (units only), Marketing Communications
SAP August 2015 - Present
SAP January 2015 - July 2015
SuccessFactors November 2013 - December 2014
SuccessFactors February 2013 - November 2013
Edward Jones January 2006 - October 2012
De La Salle University August 2003 - September 2004
HingeMedia April 2004 - August 2004
LG Electronics July 2002 - July 2003
MEGA Publishing Group April 2000 - July 2001
Skills
Internal Communications, Event Planning, Marketing Communications, Editing, Company Newsletters, Newsletter Production, Copywriting, Event Management, Customer Service, Office Administration, Desktop Publishing, Customer Satisfaction, Graphic Design, Magazine Articles, Magazine Design, Magazine Layout Design, Proofreading, Copy Editing, Continuous Improvement, Employee Engagement, Newsletters, Management, CRM, Project Management, Marketing, Leadership, Public Relations
Education
University of the Philippines 1994 — 1999
Bachelor of Arts (BA) Communication Arts, Creative Writing
De La Salle University 2003 — 2004
Master in Marketing Communication (units only), Marketing Communications
Gabriel Thibodeaux Gabriel Thibodeaux's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones January 2015 - Present
Gavilon Group, LLC May 2013 - December 2014
The Gavilon Group, LLC May 2012 - May 2013
Creighton University August 2012 - April 2013
Skills
Microsoft Office, Merchandising, Orgination, Finance, Cross Country, Oracle Applications, PowerPoint, Leadership, Accounting, Operations Management, Due Diligence, Market Research, Marketing, Hedging, Process Improvement, Financial Analysis, Risk Management, Microsoft Word, Microsoft Excel, Time Management, Customer Service, Stock Market, Financial Services
Education
Creighton University 2010 — 2013
Bachelor's degree, Financial Services
Louisiana State University-Eunice 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Edward Jones August 2015 - Present
Edward Jones January 2015 - Present
Gavilon Group, LLC May 2013 - December 2014
The Gavilon Group, LLC May 2012 - May 2013
Creighton University August 2012 - April 2013
Skills
Microsoft Office, Merchandising, Orgination, Finance, Cross Country, Oracle Applications, PowerPoint, Leadership, Accounting, Operations Management, Due Diligence, Market Research, Marketing, Hedging, Process Improvement, Financial Analysis, Risk Management, Microsoft Word, Microsoft Excel, Time Management, Customer Service, Stock Market, Financial Services
Education
Creighton University 2010 — 2013
Bachelor's degree, Financial Services
Louisiana State University-Eunice 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Cindy Hillsey Cindy Hillsey's Edward Jones Experience November 2013 - Present
Job Compliance Representative at Fidelity Investments
Industry Consumer Services
Experience
Edward Jones November 2013 - Present
Virtual Partnering July 2004 - September 2013
Family Capital Management February 2004 - August 2004
Visiting Nurse ExtraCare May 2000 - November 2001
Commonwealth Associates August 1999 - April 2000
NCS Healthcare August 1998 - August 1999
Principal Financial Group February 1998 - July 1998
PPOM August 1997 - January 1998
United Dental Care June 1995 - June 1997
Carpenter Insurance November 1991 - June 1995
Skills
Entrepreneur, Marketing, Price Setting, Small Business, New Business Development, Business, Coaching, Skilled Facilitator, Associate Certified..., Certified Coach, Effective Problem Solver, Creative Small Business..., Outstanding time..., Effective Motivator, Expert in Ideal Client, Collaborative Problem..., Superb Listener, Accountability Expert, Coach to women..., Client, IDEAL, Entrepreneurship, Business Coaching, Coaching Virtual..., Coaching Coaches, Ideal Client, Organizational..., Executive Coaching, Time Management, Management, Facilitators, Emotional Intelligence, Human Resources, Social Networking, Social Media Marketing, Leadership, Life Coaching, Networking, Training, Career Development, Personal Development, Team Building, Workshop Facilitation, Organizational..., Leadership Development, Event Planning, Career Counseling, Motivational Speaking, Business Strategy, Conflict Resolution
Education
Davenport University 2001 — 2004
BS, Management
International Coach Academy 2008 — 2010
Coaching Certification
AssistU.com 2004 — 2004
Completed VA Training Program
Edward Jones November 2013 - Present
Virtual Partnering July 2004 - September 2013
Family Capital Management February 2004 - August 2004
Visiting Nurse ExtraCare May 2000 - November 2001
Commonwealth Associates August 1999 - April 2000
NCS Healthcare August 1998 - August 1999
Principal Financial Group February 1998 - July 1998
PPOM August 1997 - January 1998
United Dental Care June 1995 - June 1997
Carpenter Insurance November 1991 - June 1995
Skills
Entrepreneur, Marketing, Price Setting, Small Business, New Business Development, Business, Coaching, Skilled Facilitator, Associate Certified..., Certified Coach, Effective Problem Solver, Creative Small Business..., Outstanding time..., Effective Motivator, Expert in Ideal Client, Collaborative Problem..., Superb Listener, Accountability Expert, Coach to women..., Client, IDEAL, Entrepreneurship, Business Coaching, Coaching Virtual..., Coaching Coaches, Ideal Client, Organizational..., Executive Coaching, Time Management, Management, Facilitators, Emotional Intelligence, Human Resources, Social Networking, Social Media Marketing, Leadership, Life Coaching, Networking, Training, Career Development, Personal Development, Team Building, Workshop Facilitation, Organizational..., Leadership Development, Event Planning, Career Counseling, Motivational Speaking, Business Strategy, Conflict Resolution
Education
Davenport University 2001 — 2004
BS, Management
International Coach Academy 2008 — 2010
Coaching Certification
AssistU.com 2004 — 2004
Completed VA Training Program
Kyle McMann Kyle McMann's Edward Jones Experience March 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
National Fuel Gas Company 2005 - March 2014
Skills
Natural Gas, Operations Management, Energy, Supervisory Skills, Team Building, Strategic Planning, Project Management, Financial Analysis, Contract Negotiation, Customer Service, Engineering
Education
Cornell University 2003 — 2005
Bachelor of Science (BS), Mechanical Engineering
Ithaca College 2000 — 2003
Bachelor of Science (BS), Physics
University at Buffalo
Master of Business Administration (MBA)
Edward Jones March 2014 - Present
National Fuel Gas Company 2005 - March 2014
Skills
Natural Gas, Operations Management, Energy, Supervisory Skills, Team Building, Strategic Planning, Project Management, Financial Analysis, Contract Negotiation, Customer Service, Engineering
Education
Cornell University 2003 — 2005
Bachelor of Science (BS), Mechanical Engineering
Ithaca College 2000 — 2003
Bachelor of Science (BS), Physics
University at Buffalo
Master of Business Administration (MBA)
Jacklyn Strouse Jacklyn Strouse's Edward Jones Experience June 2014 - Present
Job RDP Associate at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones June 2014 - Present
Culver-Stockton College March 2012 - May 2014
Edward Jones June 2013 - August 2013
Big Fish Bar and Grille June 2012 - August 2012
Skills
Team Leadership, Marketing, Event Planning, Leadership, Social Media, Management, Microsoft Office, Teamwork, Microsoft Excel, Time Management, Public Speaking, Facebook, Student Affairs, Customer Service, Research, Photoshop, Higher Education, Fundraising, InDesign, Athletics, PowerPoint
Education
Culver Stockton College 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Marketing
Edward Jones June 2014 - Present
Culver-Stockton College March 2012 - May 2014
Edward Jones June 2013 - August 2013
Big Fish Bar and Grille June 2012 - August 2012
Skills
Team Leadership, Marketing, Event Planning, Leadership, Social Media, Management, Microsoft Office, Teamwork, Microsoft Excel, Time Management, Public Speaking, Facebook, Student Affairs, Customer Service, Research, Photoshop, Higher Education, Fundraising, InDesign, Athletics, PowerPoint
Education
Culver Stockton College 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Marketing
Rachel Endicott Rachel Endicott's Edward Jones Experience June 2011 - June 2013
Job Premier Plus Banker at Wells Fargo, N.A
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Citi June 2012 - July 2013
Edward Jones June 2011 - June 2013
Golf Savings Bank May 2010 - July 2010
Skills
Customer Service, Customer Satisfaction, Customer Support, Sales, New Hire Training, Customer Experience, Finance, Computer Proficiency, Event Planning
Education
Liberty University 2014 — 2016
Psychology, Psychology
Corban University 2010 — 2012
Associate's degree, Pre-Law Studies
Wells Fargo October 2014 - Present
Citi June 2012 - July 2013
Edward Jones June 2011 - June 2013
Golf Savings Bank May 2010 - July 2010
Skills
Customer Service, Customer Satisfaction, Customer Support, Sales, New Hire Training, Customer Experience, Finance, Computer Proficiency, Event Planning
Education
Liberty University 2014 — 2016
Psychology, Psychology
Corban University 2010 — 2012
Associate's degree, Pre-Law Studies
Alex Olshonsky's Edward Jones Experience August 2009 - March 2010
Job Director of Revenue at StockTwits
Industry Internet
Experience
StockTwits August 2015 - Present
King's Row Coffee August 2014 - Present
ProsperWorks Inc. January 2015 - August 2015
Twitter November 2011 - January 2015
Twitter November 2011 - June 2013
Salesforce.com May 2011 - November 2011
Salesforce.com May 2010 - April 2011
Edward Jones August 2009 - March 2010
Skills
Strategy, Sales Operations, Salesforce.com, Sales, Leadership, Social Media, SaaS, Golf, Management, Lead Generation, Business Strategy, Start-ups, Strategic Partnerships, Business Development, Analytics, Enterprise Software, CRM
Education
Dartmouth College 2005 — 2009
Bachelor of Arts, English & American Literature
Tuck School of Business at Dartmouth Bridge Program 2008 — 2008
University of Sydney 2008 — 2008
Study Abroad Program, Poetry, Australian Literature
StockTwits August 2015 - Present
King's Row Coffee August 2014 - Present
ProsperWorks Inc. January 2015 - August 2015
Twitter November 2011 - January 2015
Twitter November 2011 - June 2013
Salesforce.com May 2011 - November 2011
Salesforce.com May 2010 - April 2011
Edward Jones August 2009 - March 2010
Skills
Strategy, Sales Operations, Salesforce.com, Sales, Leadership, Social Media, SaaS, Golf, Management, Lead Generation, Business Strategy, Start-ups, Strategic Partnerships, Business Development, Analytics, Enterprise Software, CRM
Education
Dartmouth College 2005 — 2009
Bachelor of Arts, English & American Literature
Tuck School of Business at Dartmouth Bridge Program 2008 — 2008
University of Sydney 2008 — 2008
Study Abroad Program, Poetry, Australian Literature
Devon Nako's Edward Jones Experience June 2015 - August 2015
Job Fixed Income Trading Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
Pacific Life May 2014 - September 2014
Southwestern Advantage May 2013 - August 2013
National Honor Society May 2011 - May 2012
Hawaii Governer's Office June 2010 - August 2010
Skills
Corporate Finance, Entrepreneurship, Leadership, Microsoft Excel, Research, Direct Sales, Social Networking, Public Speaking, Microsoft Office, Customer Service, PowerPoint
Education
Creighton University 2012 — 2016
Bachelor of Science (BS), Finance and Mathematics
Shanghai University 2014 — 2014
Business Administration and Management, General, 3.93/4.0
Punahou School
Edward Jones June 2015 - August 2015
Pacific Life May 2014 - September 2014
Southwestern Advantage May 2013 - August 2013
National Honor Society May 2011 - May 2012
Hawaii Governer's Office June 2010 - August 2010
Skills
Corporate Finance, Entrepreneurship, Leadership, Microsoft Excel, Research, Direct Sales, Social Networking, Public Speaking, Microsoft Office, Customer Service, PowerPoint
Education
Creighton University 2012 — 2016
Bachelor of Science (BS), Finance and Mathematics
Shanghai University 2014 — 2014
Business Administration and Management, General, 3.93/4.0
Punahou School
Mike Hazen Mike Hazen's Edward Jones Experience 2001 - 2004
Job Certified Financial Planner at Inspirion Wealth Advisors
Industry Financial Services
Experience
Integrys Wealth Advisors November 2012 - Present
Seidenberg Investment Group November 2004 - November 2012
Edward Jones 2001 - 2004
Education
Cornell University 1982 — 1986
Bachelor of Science (BS), Civil Engineering
Integrys Wealth Advisors November 2012 - Present
Seidenberg Investment Group November 2004 - November 2012
Edward Jones 2001 - 2004
Education
Cornell University 1982 — 1986
Bachelor of Science (BS), Civil Engineering
Jonathan VanderHart Jonathan VanderHart's Edward Jones Experience April 2015 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
CIGNA December 2010 - April 2015
Hawkeye Movers January 2000 - December 2011
Covenant College January 2007 - December 2010
Covenant College August 2009 - August 2010
Covenant College August 2008 - August 2010
Genesis Health System August 2006 - December 2007
Skills
Prospects, Medical Underwriting, Renewals, Public Speaking, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Editing, Microsoft Word, Customer Service, Data Entry, Musical Theatre, Social Media, Non-profits, Higher Education, Fundraising, Teamwork, Team Leadership, Underwriting, Consulting, Budgets, Health Care Reform, Sales, Community Outreach, Social Networking, Nonprofits, Management, Recruiting, Facebook, Event Planning, Healthcare, Strategic Planning, Insurance, Public Relations, Employee Benefits, Leadership
Education
Covenant College 2007 — 2010
B.A., Business- Organizational Management, Music- Vocal Performance.
Trinity College of Nursing and Health Sciences 2005 — 2006
Paramedic-Associates, Emergency Medical Technician- Paramedic
Edward Jones April 2015 - Present
CIGNA December 2010 - April 2015
Hawkeye Movers January 2000 - December 2011
Covenant College January 2007 - December 2010
Covenant College August 2009 - August 2010
Covenant College August 2008 - August 2010
Genesis Health System August 2006 - December 2007
Skills
Prospects, Medical Underwriting, Renewals, Public Speaking, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Editing, Microsoft Word, Customer Service, Data Entry, Musical Theatre, Social Media, Non-profits, Higher Education, Fundraising, Teamwork, Team Leadership, Underwriting, Consulting, Budgets, Health Care Reform, Sales, Community Outreach, Social Networking, Nonprofits, Management, Recruiting, Facebook, Event Planning, Healthcare, Strategic Planning, Insurance, Public Relations, Employee Benefits, Leadership
Education
Covenant College 2007 — 2010
B.A., Business- Organizational Management, Music- Vocal Performance.
Trinity College of Nursing and Health Sciences 2005 — 2006
Paramedic-Associates, Emergency Medical Technician- Paramedic
Curtis Hagberg Curtis Hagberg's Edward Jones Experience 2007 - 2009
Job Business Development & Facilities Manager at IonX Holdings / HelloLife Inc
Industry Health, Wellness and Fitness
Experience
HelloLife LLC 2010 - Present
Edward Jones 2007 - 2009
Rivertown Builders 1999 - 2006
Skills
Public Speaking, Non-profits, Project Management, Microsoft Office, Business Development, Coaching, Customer Service, Team Building, Leadership, Marketing, Account Management, Microsoft Excel, Negotiation, Sales, Process Improvement, Customer Satisfaction
Education
Cornerstone University
Bachelor’s Degree, Business Administration
Trinity International University
Youth Ministry & Psychology
University of Illinois at Chicago
Industrial and Product Design
University of Wisconsin-Stout
Construction Management
HelloLife LLC 2010 - Present
Edward Jones 2007 - 2009
Rivertown Builders 1999 - 2006
Skills
Public Speaking, Non-profits, Project Management, Microsoft Office, Business Development, Coaching, Customer Service, Team Building, Leadership, Marketing, Account Management, Microsoft Excel, Negotiation, Sales, Process Improvement, Customer Satisfaction
Education
Cornerstone University
Bachelor’s Degree, Business Administration
Trinity International University
Youth Ministry & Psychology
University of Illinois at Chicago
Industrial and Product Design
University of Wisconsin-Stout
Construction Management
Tyson Theeler Tyson Theeler's Edward Jones Experience March 2003 - April 2005
Job Trust Officer at South Dakota Trust Company
Industry Banking
Experience
South Dakota Trust Company March 2015 - Present
National Advisors Trust of South Dakota February 2014 - October 2014
CorTrust Bank April 2005 - January 2014
Edward Jones March 2003 - April 2005
Morgan Theeler Law Firm August 2000 - March 2003
Skills
Estate Planning, Wealth Management, Trust & Estate..., Trust Management
Education
The University of South Dakota School of Law 1997 — 2000
Juris Doctorate
Dakota Wesleyan University 1994 — 1997
Bachelor of Arts, Accounting, Economics
South Dakota Trust Company March 2015 - Present
National Advisors Trust of South Dakota February 2014 - October 2014
CorTrust Bank April 2005 - January 2014
Edward Jones March 2003 - April 2005
Morgan Theeler Law Firm August 2000 - March 2003
Skills
Estate Planning, Wealth Management, Trust & Estate..., Trust Management
Education
The University of South Dakota School of Law 1997 — 2000
Juris Doctorate
Dakota Wesleyan University 1994 — 1997
Bachelor of Arts, Accounting, Economics
Tabetha Altenburg Tabetha Altenburg's Edward Jones Experience October 2008 - June 2009
Job Hazard Communication Author at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services February 2012 - Present
MidMichigan Gladwin Pines August 2010 - February 2012
Edward Jones October 2008 - June 2009
Dow Chemical Employees Credit Union September 2001 - October 2008
Skills
Training, Outlook, Appointment Scheduling, Data Entry, Invoicing, Medical Records, EMR, Microsoft Word, Microsoft Excel, Records Management, Customer Service, CNA, Medical Terminology, Release of Information, Vital Signs, Internet, Fax, Computer Proficiency, SAP R/3, Ariel, SAP ERP, Microsoft Office, PowerPoint
Education
Davenport University 2009 — 2012
Bachelor of Science (B.S.), Health Information Management
Davenport University 2009 — 2012
Associate's degree, Health Information/Medical Records Technology/Technician
MidMichigan Home Care
certificate, CNA
Davenport University
Associate's degree, Administrative Technology-Executive Office Specialty
Tata Consultancy Services February 2012 - Present
MidMichigan Gladwin Pines August 2010 - February 2012
Edward Jones October 2008 - June 2009
Dow Chemical Employees Credit Union September 2001 - October 2008
Skills
Training, Outlook, Appointment Scheduling, Data Entry, Invoicing, Medical Records, EMR, Microsoft Word, Microsoft Excel, Records Management, Customer Service, CNA, Medical Terminology, Release of Information, Vital Signs, Internet, Fax, Computer Proficiency, SAP R/3, Ariel, SAP ERP, Microsoft Office, PowerPoint
Education
Davenport University 2009 — 2012
Bachelor of Science (B.S.), Health Information Management
Davenport University 2009 — 2012
Associate's degree, Health Information/Medical Records Technology/Technician
MidMichigan Home Care
certificate, CNA
Davenport University
Associate's degree, Administrative Technology-Executive Office Specialty
Sandra Manfrin Sandra Manfrin's Edward Jones Experience 2003 - 2008
Job Independent Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Theatre on Main - Oconomowoc, WI 2008 - Present
Edward Jones 2003 - 2008
Strong Funds 2001 - 2003
Sip n' Snak Vending, LLC 2000 - 2002
B.C. Ziegler & Co. 1994 - 2000
Skills
Customer Service, Strategic Planning, Project Management, Event Planning, Event Management, Fundraising, Marketing, Publicity, Writing, Public Speaking, Public Relations, Sales Management, Sales Presentations, Finance, Strategic Financial..., Corporate Finance, Supervising, Direct Sales, Direct Marketing, Direct Mail, Musical Theatre, Theatrical Production, Community Theatre, Live Event Producer, Costumes, Advertising, Casting, Directing, Insurance, Art Education, Strategy, Nonprofits, Budgets, Team Building, Team Leadership, Social Networking, Training, Sales, Leadership, Business Planning, Investments, Leadership Development
Education
Concordia University-Wisconsin
Certified Medical Assistant
Concordia University-Wisconsin
Bachelor's degree, Business Management and Communications
University of Wisconsin-Whitewater
Theatre on Main - Oconomowoc, WI 2008 - Present
Edward Jones 2003 - 2008
Strong Funds 2001 - 2003
Sip n' Snak Vending, LLC 2000 - 2002
B.C. Ziegler & Co. 1994 - 2000
Skills
Customer Service, Strategic Planning, Project Management, Event Planning, Event Management, Fundraising, Marketing, Publicity, Writing, Public Speaking, Public Relations, Sales Management, Sales Presentations, Finance, Strategic Financial..., Corporate Finance, Supervising, Direct Sales, Direct Marketing, Direct Mail, Musical Theatre, Theatrical Production, Community Theatre, Live Event Producer, Costumes, Advertising, Casting, Directing, Insurance, Art Education, Strategy, Nonprofits, Budgets, Team Building, Team Leadership, Social Networking, Training, Sales, Leadership, Business Planning, Investments, Leadership Development
Education
Concordia University-Wisconsin
Certified Medical Assistant
Concordia University-Wisconsin
Bachelor's degree, Business Management and Communications
University of Wisconsin-Whitewater
Elliot Harriss Elliot Harriss's Edward Jones Experience December 2006 - March 2008
Job Origination Merchant / USMC / Firefighter
Industry Logistics and Supply Chain
Experience
Cargill July 2009 - Present
United States Marine Corps June 2011 - Present
Tuscola Fire Department May 2013 - Present
Tate & Lyle April 2008 - June 2010
Edward Jones December 2006 - March 2008
Skills
Military Logistics, Commodity Risk..., Leadership, Financial Advisory, Marine Corps, Team Leadership, Direct Sales, Agribusiness, Logistics Management, Merchandising, Operations Management, Team-oriented, Risk Management, Salesforce.com, Prospecting Skills, Series 7, Series 6, Series 63, Building Relationships, Procurement, Inventory Management, Leadership Development, Financial Analysis, Logistics, Supply Chain, Finance, Team Building, Supply Chain Management, Cross-functional Team..., Strategic Planning, Process Improvement, Training, Customer Service, Microsoft Excel, Project Planning, Management, Sales Operations, Agriculture, Sales
Education
TBS 2011 — 2012
Eastern Illinois University 2004 — 2006
bs, Finance, General
Danville Area Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Cargill July 2009 - Present
United States Marine Corps June 2011 - Present
Tuscola Fire Department May 2013 - Present
Tate & Lyle April 2008 - June 2010
Edward Jones December 2006 - March 2008
Skills
Military Logistics, Commodity Risk..., Leadership, Financial Advisory, Marine Corps, Team Leadership, Direct Sales, Agribusiness, Logistics Management, Merchandising, Operations Management, Team-oriented, Risk Management, Salesforce.com, Prospecting Skills, Series 7, Series 6, Series 63, Building Relationships, Procurement, Inventory Management, Leadership Development, Financial Analysis, Logistics, Supply Chain, Finance, Team Building, Supply Chain Management, Cross-functional Team..., Strategic Planning, Process Improvement, Training, Customer Service, Microsoft Excel, Project Planning, Management, Sales Operations, Agriculture, Sales
Education
TBS 2011 — 2012
Eastern Illinois University 2004 — 2006
bs, Finance, General
Danville Area Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Allison Burg Grassmick's Edward Jones Experience April 2010 - December 2014
Job Client Service Associate at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Edward Jones April 2010 - December 2014
Independent Bank June 2013 - May 2014
Skills
Customer Service, Recruiting, Microsoft Office, Public Speaking, Social Networking, Event Planning, Life Insurance, Team Leadership, Interviews, Human Resources, Banking, Real Estate, Team Building, Sales
Education
Cornerstone University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Psychology
Cornerstone University 2011 — 2013
Associate of Science (A.S.), Business Administration and Management
Excel Academies of Cosmetology 2006 — 2007
Raymond James Financial, Inc. January 2015 - Present
Edward Jones April 2010 - December 2014
Independent Bank June 2013 - May 2014
Skills
Customer Service, Recruiting, Microsoft Office, Public Speaking, Social Networking, Event Planning, Life Insurance, Team Leadership, Interviews, Human Resources, Banking, Real Estate, Team Building, Sales
Education
Cornerstone University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Psychology
Cornerstone University 2011 — 2013
Associate of Science (A.S.), Business Administration and Management
Excel Academies of Cosmetology 2006 — 2007
Paul Brodeur, MBA, CMR Paul Brodeur, MBA, CMR's Edward Jones Experience October 2014 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
B+L Storz July 2010 - October 2014
Bausch + Lomb June 2009 - May 2010
Baxter December 2002 - June 2008
Wyeth 1992 - 2002
Copying Concepts 1992 - 1992
KMOX 1988 - 1992
Skills
Disease Management, Sales Operations, Hospitals, Cardiology, Pharmaceutical Sales, Cold Calling, Coaching, Neurology, Selling, Surgeons, Capital Equipment, Managed Care, Medical Devices, Sales, Healthcare, Sales Process, Product Launch, Sales Force Development, Sales Effectiveness, Hospital Sales, Disposables, Market Development, Pharmaceutical Industry
Education
Saint Louis University 1985 — 1992
MBA, Marketing
Creighton University 1983 — 1984
Marquette University 1981 — 1981
Regis University 1980 — 1980
Desmet Jesuit High School 1976 — 1980
high school
Edward Jones October 2014 - Present
B+L Storz July 2010 - October 2014
Bausch + Lomb June 2009 - May 2010
Baxter December 2002 - June 2008
Wyeth 1992 - 2002
Copying Concepts 1992 - 1992
KMOX 1988 - 1992
Skills
Disease Management, Sales Operations, Hospitals, Cardiology, Pharmaceutical Sales, Cold Calling, Coaching, Neurology, Selling, Surgeons, Capital Equipment, Managed Care, Medical Devices, Sales, Healthcare, Sales Process, Product Launch, Sales Force Development, Sales Effectiveness, Hospital Sales, Disposables, Market Development, Pharmaceutical Industry
Education
Saint Louis University 1985 — 1992
MBA, Marketing
Creighton University 1983 — 1984
Marquette University 1981 — 1981
Regis University 1980 — 1980
Desmet Jesuit High School 1976 — 1980
high school
Camner Rubin Camner Rubin's Edward Jones Experience March 2011 - November 2014
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Edward Jones March 2011 - November 2014
C&S Wholesale Grocers July 2008 - February 2011
Skills
Finance, Investments, Retirement Planning, Securities, Asset Allocation, Leadership, Financial Analysis, Marketing, Microsoft Excel, Estate Planning, SQL, Teradata, Public Speaking, MS Project, Strategic Planning, Financial Services, Fixed Income, Risk Management, Investment Strategies, Alternative Investments, Equities, Financial Modeling, Insurance, Analysis
Education
Cornell University 2005 — 2008
B.S., Industrial and Labor Relations
Wells Fargo Advisors November 2014 - Present
Edward Jones March 2011 - November 2014
C&S Wholesale Grocers July 2008 - February 2011
Skills
Finance, Investments, Retirement Planning, Securities, Asset Allocation, Leadership, Financial Analysis, Marketing, Microsoft Excel, Estate Planning, SQL, Teradata, Public Speaking, MS Project, Strategic Planning, Financial Services, Fixed Income, Risk Management, Investment Strategies, Alternative Investments, Equities, Financial Modeling, Insurance, Analysis
Education
Cornell University 2005 — 2008
B.S., Industrial and Labor Relations
Brian Smith, AAMS's Edward Jones Experience August 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2000 - Present
Education
Cornell University
B.S.
Edward Jones August 2000 - Present
Education
Cornell University
B.S.
Annette Czerneski Annette Czerneski's Edward Jones Experience January 2000 - February 2003
Job Executive Assistant at Shaw Industries Retired
Industry Textiles
Experience
Shaw Industries February 2003 - July 2013
Edward Jones January 2000 - February 2003
The Morehouse Group August 1989 - February 1999
City of Medina August 1981 - February 1988
Skills
Lotus Notes, Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Outlook, Office Management, Microsoft Word, PowerPoint, Purchasing, Budgets, Sales, Retail, Spreadsheets, Human Resources, Inventory Management, Textiles
Education
Dalton State College 2002 — 2003
Paralegal Certificate
Dalton State College 1989 — 1995
Associate of Science (AS), Business Management, Summa Cum Laude
Shaw Industries February 2003 - July 2013
Edward Jones January 2000 - February 2003
The Morehouse Group August 1989 - February 1999
City of Medina August 1981 - February 1988
Skills
Lotus Notes, Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Outlook, Office Management, Microsoft Word, PowerPoint, Purchasing, Budgets, Sales, Retail, Spreadsheets, Human Resources, Inventory Management, Textiles
Education
Dalton State College 2002 — 2003
Paralegal Certificate
Dalton State College 1989 — 1995
Associate of Science (AS), Business Management, Summa Cum Laude
Tracy Silver, MBA Tracy Silver, MBA's Edward Jones Experience February 2010 - May 2010
Job Sales/customer service
Industry Retail
Experience
Metro Appliances and More June 2013 - Present
AAA Allied Group August 2011 - May 2013
Southwestern College August 2010 - December 2011
Edward Jones February 2010 - May 2010
Lowe's Companies, Inc. September 2004 - February 2010
Direct Maytag May 1994 - September 2004
Skills
Customer Service, Customer Satisfaction, Travel Management, Sales, Microsoft Office, Leisure Travel, Front Office, Team Building, Sales Management, Business Travel, Marketing, Account Management, Microsoft Word, Customer Retention, Inventory Management, Marketing Strategy, Outlook, Retail, Time Management, Employee Training, Market Research, Strategic Planning, Public Relations, Market Planning, Coaching, Leadership Development, Email Marketing, Merchandising, Business Planning
Education
Southwestern College 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Wichita State University
Bachelor's degree, Marketing
Dana College
Wichita High School South
Metro Appliances and More June 2013 - Present
AAA Allied Group August 2011 - May 2013
Southwestern College August 2010 - December 2011
Edward Jones February 2010 - May 2010
Lowe's Companies, Inc. September 2004 - February 2010
Direct Maytag May 1994 - September 2004
Skills
Customer Service, Customer Satisfaction, Travel Management, Sales, Microsoft Office, Leisure Travel, Front Office, Team Building, Sales Management, Business Travel, Marketing, Account Management, Microsoft Word, Customer Retention, Inventory Management, Marketing Strategy, Outlook, Retail, Time Management, Employee Training, Market Research, Strategic Planning, Public Relations, Market Planning, Coaching, Leadership Development, Email Marketing, Merchandising, Business Planning
Education
Southwestern College 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Wichita State University
Bachelor's degree, Marketing
Dana College
Wichita High School South
Samuel Richmond, CFP®'s Edward Jones Experience December 2009 - August 2010
Job Financial Planner at Key Planning
Industry Financial Services
Experience
Key Planning January 2014 - Present
Dalton Education April 2012 - January 2014
First Bank December 2010 - April 2012
Edward Jones December 2009 - August 2010
Verizon Wireless July 2005 - December 2009
Skills
Retirement, Investment Management, Investments, Financial Advisory, Retirement Planning, Small Business, Financial Planners, Financial Services, Strategic Financial..., Disability Insurance, Finance, Mortgage Lending, Fixed Annuities, Insurance, 401k, Tax, Estate Planning, Term Life Insurance, Financial Risk, Leadership, Long-term Care, Personal Finance, Employee Benefits, Series 63, Series 7, Life Insurance, Financial Planning
Education
Kansas State University 2012 — 2014
Master of Science (M.S.), Personal Financial Planning
Kansas State University 2012 — 2013
Certificate in Financial Planning, Financial Planning
Covenant College 2007 — 2009
B.S., Organizational Management
Key Planning January 2014 - Present
Dalton Education April 2012 - January 2014
First Bank December 2010 - April 2012
Edward Jones December 2009 - August 2010
Verizon Wireless July 2005 - December 2009
Skills
Retirement, Investment Management, Investments, Financial Advisory, Retirement Planning, Small Business, Financial Planners, Financial Services, Strategic Financial..., Disability Insurance, Finance, Mortgage Lending, Fixed Annuities, Insurance, 401k, Tax, Estate Planning, Term Life Insurance, Financial Risk, Leadership, Long-term Care, Personal Finance, Employee Benefits, Series 63, Series 7, Life Insurance, Financial Planning
Education
Kansas State University 2012 — 2014
Master of Science (M.S.), Personal Financial Planning
Kansas State University 2012 — 2013
Certificate in Financial Planning, Financial Planning
Covenant College 2007 — 2009
B.S., Organizational Management
Brandy Nofz Brandy Nofz's Edward Jones Experience January 2008 - February 2009
Job Unemployment Insurance Examiner at State of Michigan
Industry Government Administration
Experience
State of Michigan February 2009 - September 2012
Edward Jones January 2008 - February 2009
Skills
Financial Analysis, Strategic Financial..., Finance, Analysis, Risk Management, Budgets, Portfolio Management, Investments, Accounting, Financial Reporting, Strategic Planning, Managerial Finance, Retirement, Banking, Asset Management, Auditing, Retirement Planning, Financial Modeling, Financial Accounting, Internal Controls, Financial Services, Financial Risk, Securities, Cash Management, Forecasting, Microsoft Excel
Education
Davenport University 2011 — 2014
MBA, Accounting
Western Michigan University
Bachelor of Business Administration, Marketing
State of Michigan February 2009 - September 2012
Edward Jones January 2008 - February 2009
Skills
Financial Analysis, Strategic Financial..., Finance, Analysis, Risk Management, Budgets, Portfolio Management, Investments, Accounting, Financial Reporting, Strategic Planning, Managerial Finance, Retirement, Banking, Asset Management, Auditing, Retirement Planning, Financial Modeling, Financial Accounting, Internal Controls, Financial Services, Financial Risk, Securities, Cash Management, Forecasting, Microsoft Excel
Education
Davenport University 2011 — 2014
MBA, Accounting
Western Michigan University
Bachelor of Business Administration, Marketing
Christian Nye, MBA Christian Nye, MBA's Edward Jones Experience 2010 - 2010
Job Controller at HealthFirst
Industry Financial Services
Experience
HF Acquisition Corp/dba HealthFirst December 2013 - Present
Castle Rock Investment Partners, LLC May 2011 - Present
Liberty Tax Service 2011 - 2013
Metropolitan Life Insurance Company March 2011 - October 2011
Edward Jones 2010 - 2010
NLS Animal Health May 2002 - August 2008
Armillaire 2000 - 2002
Marriott International - Airline Catering Div. April 1979 - April 1996
Skills
Strategic Financial..., Small Business, Financial Services, Business Planning, Investments, Mergers & Acquisitions, Management, Financial Analysis, Budgets, Strategic Planning, Due Diligence, Business Development, Retirement, Finance, Financial Reporting, Mutual Funds, Internal Controls, Mergers, Cash Flow, Employee Benefits, Real Estate, Corporate Finance, Financial Modeling, Accounting, Executive Management, Insurance
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA
Cornell University 1973 — 1976
HF Acquisition Corp/dba HealthFirst December 2013 - Present
Castle Rock Investment Partners, LLC May 2011 - Present
Liberty Tax Service 2011 - 2013
Metropolitan Life Insurance Company March 2011 - October 2011
Edward Jones 2010 - 2010
NLS Animal Health May 2002 - August 2008
Armillaire 2000 - 2002
Marriott International - Airline Catering Div. April 1979 - April 1996
Skills
Strategic Financial..., Small Business, Financial Services, Business Planning, Investments, Mergers & Acquisitions, Management, Financial Analysis, Budgets, Strategic Planning, Due Diligence, Business Development, Retirement, Finance, Financial Reporting, Mutual Funds, Internal Controls, Mergers, Cash Flow, Employee Benefits, Real Estate, Corporate Finance, Financial Modeling, Accounting, Executive Management, Insurance
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA
Cornell University 1973 — 1976
Jonathan Dean CFA CMT's Edward Jones Experience February 2011 - November 2012
Job Chief Investment Officer at Wave Cycle Mutual Funds
Industry Investment Management
Experience
Wave Cycle Mutual Funds April 2014 - Present
Occam Investments January 2006 - Present
Edward Jones February 2011 - November 2012
Keel Investment Managerment 2006 - 2007
Hillsdale Investment Management 2002 - 2005
Hillsdale Investment Management 1999 - 2002
Swift Trade Securities 1999 - 1999
Ontario Teachers' Pension Plan 1995 - 1999
SEI 1993 - 1995
Portfolio Analytics, LLC 1991 - 1993
Skills
Equities, Trading, Hedge Funds, Portfolio Management, FX Options, Investments, Commodity, Strategy, Financial Risk, Start-ups, Finance, Analytics, Visual Basic, Traders, Financial Markets, Unix, Java, Programming, Quantitative Investing, Low Latency, Asset Management, Trading Systems, Software Design, C++ Language, C#, .NET, C, VBA, Dbase, SQL, Databases, Telecommuting, Sales, Independent Financial..., Large-scale Data..., Life Insurance, Mutual Funds, Microsoft Excel, Microsoft Office
Education
Dalhousie University 1989 — 1991
MBA, Investments
University of Rochester 1987 — 1989
MS, Computer Science
Dalhousie University 1984 — 1987
B.Eng., Electrical Engineering, First in Class
Dalhousie University 1983 — 1984
Diploma, Engineering
Dalhousie University 1980 — 1983
B.Sc., Physics
Dartmouth
High School Diploma, First in Class
Wave Cycle Mutual Funds April 2014 - Present
Occam Investments January 2006 - Present
Edward Jones February 2011 - November 2012
Keel Investment Managerment 2006 - 2007
Hillsdale Investment Management 2002 - 2005
Hillsdale Investment Management 1999 - 2002
Swift Trade Securities 1999 - 1999
Ontario Teachers' Pension Plan 1995 - 1999
SEI 1993 - 1995
Portfolio Analytics, LLC 1991 - 1993
Skills
Equities, Trading, Hedge Funds, Portfolio Management, FX Options, Investments, Commodity, Strategy, Financial Risk, Start-ups, Finance, Analytics, Visual Basic, Traders, Financial Markets, Unix, Java, Programming, Quantitative Investing, Low Latency, Asset Management, Trading Systems, Software Design, C++ Language, C#, .NET, C, VBA, Dbase, SQL, Databases, Telecommuting, Sales, Independent Financial..., Large-scale Data..., Life Insurance, Mutual Funds, Microsoft Excel, Microsoft Office
Education
Dalhousie University 1989 — 1991
MBA, Investments
University of Rochester 1987 — 1989
MS, Computer Science
Dalhousie University 1984 — 1987
B.Eng., Electrical Engineering, First in Class
Dalhousie University 1983 — 1984
Diploma, Engineering
Dalhousie University 1980 — 1983
B.Sc., Physics
Dartmouth
High School Diploma, First in Class
Kanitha Boranprasit Kanitha Boranprasit's Edward Jones Experience July 2008 - March 2011
Job Founder at Ronin Volleyball
Industry Financial Services
Experience
1-800-GOT-JUNK? October 2013 - Present
Ronin Volleyball October 2011 - Present
TheTradeShoppe.com March 2011 - October 2013
Edward Jones July 2008 - March 2011
Mackenzie Investments June 2007 - July 2008
Skills
Strategy, Business Development, Leadership, Entrepreneurship, Business Strategy, B2B, Investments, Portfolio Management, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning
Education
Dalhousie University 2001 — 2005
Commerce, Entrepreneurship major
Canadian Securities Institute
Securities Advisor, CSC & CPH
Financial Service Commission of Ontario
Life License, LLQP
1-800-GOT-JUNK? October 2013 - Present
Ronin Volleyball October 2011 - Present
TheTradeShoppe.com March 2011 - October 2013
Edward Jones July 2008 - March 2011
Mackenzie Investments June 2007 - July 2008
Skills
Strategy, Business Development, Leadership, Entrepreneurship, Business Strategy, B2B, Investments, Portfolio Management, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning
Education
Dalhousie University 2001 — 2005
Commerce, Entrepreneurship major
Canadian Securities Institute
Securities Advisor, CSC & CPH
Financial Service Commission of Ontario
Life License, LLQP
Mary M. Vegh's Edward Jones Experience September 2015 - Present
Job Financial Advisor / Branch Owner at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Skills
Investor Relations, Investments, Strategy, IPO, Public Relations, Start-ups, Financial Services, Corporate Communications, Business Strategy, Financial Analysis, Project Management, Strategic Planning, Forecasting, Product Marketing, Crisis Communications, Business Development, Marketing Communications, SEC filings, Internal Communications, Microsoft Office, Photoshop, FactSet, ThomsonOne, Series 7, E-commerce, Social Networking, Series 66, SEC Filings, Customer Service, Equities, Management, Marketing
Education
Indiana University Bloomington
Bachelor's degree, Concentration: Natural Science & Mathematics
NASDAQ and the American Stock Exchange
UC Irvine Extension
De Anza College
John Adams High School
South Bend, Indiana
Edward Jones September 2015 - Present
Skills
Investor Relations, Investments, Strategy, IPO, Public Relations, Start-ups, Financial Services, Corporate Communications, Business Strategy, Financial Analysis, Project Management, Strategic Planning, Forecasting, Product Marketing, Crisis Communications, Business Development, Marketing Communications, SEC filings, Internal Communications, Microsoft Office, Photoshop, FactSet, ThomsonOne, Series 7, E-commerce, Social Networking, Series 66, SEC Filings, Customer Service, Equities, Management, Marketing
Education
Indiana University Bloomington
Bachelor's degree, Concentration: Natural Science & Mathematics
NASDAQ and the American Stock Exchange
UC Irvine Extension
De Anza College
John Adams High School
South Bend, Indiana
Jeff Stuerman's Edward Jones Experience March 2008 - December 2014
Job President at Stuerman & Company, LLC
Industry Financial Services
Experience
Stuerman & Company, LLC January 2015 - Present
Greitens for Missouri February 2015 - Present
Lambda Chi Alpha Fraternity, Inc. July 2014 - Present
Hinton Rural Life Center January 2012 - December 2014
Edward Jones Trust Company March 2008 - December 2014
Edward Jones March 2008 - December 2014
Missouri Botanical Garden May 2010 - June 2013
Culver-Stockton College June 2008 - May 2013
Stuerman & Company, LLC May 2007 - March 2008
TIAA-CREF Trust Company March 2005 - April 2007
Skills
Strategic Planning, Risk Management, Corporate Governance, Business Turnaround, Organizational..., Executive Management, Non-profits, New Business Development, Process Improvement, Public Speaking, Wealth Management, Asset Management, Trust Services, Endowments, Charitable Trusts, Estate Management, Strategic Financial..., Nonprofits, Portfolio Management, Strategy, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Trust Management, Leadership Development, Team Leadership, Financial Planning
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Culver-Stockton College 1978 — 1982
BS, Accounting & Business
Parkway West 1974 — 1978
Stuerman & Company, LLC January 2015 - Present
Greitens for Missouri February 2015 - Present
Lambda Chi Alpha Fraternity, Inc. July 2014 - Present
Hinton Rural Life Center January 2012 - December 2014
Edward Jones Trust Company March 2008 - December 2014
Edward Jones March 2008 - December 2014
Missouri Botanical Garden May 2010 - June 2013
Culver-Stockton College June 2008 - May 2013
Stuerman & Company, LLC May 2007 - March 2008
TIAA-CREF Trust Company March 2005 - April 2007
Skills
Strategic Planning, Risk Management, Corporate Governance, Business Turnaround, Organizational..., Executive Management, Non-profits, New Business Development, Process Improvement, Public Speaking, Wealth Management, Asset Management, Trust Services, Endowments, Charitable Trusts, Estate Management, Strategic Financial..., Nonprofits, Portfolio Management, Strategy, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Trust Management, Leadership Development, Team Leadership, Financial Planning
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Culver-Stockton College 1978 — 1982
BS, Accounting & Business
Parkway West 1974 — 1978
Pankaj Sinha's Edward Jones Experience May 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Hilton Worldwide April 2013 - April 2014
Park Hyatt Toronto October 2006 - May 2012
Hyatt Regency Dubai September 2004 - September 2006
Convergys April 2002 - August 2002
Grand Hyatt Delhi April 2000 - December 2000
Hyatt Regency, New Delhi 1995 - 2000
Hyatt Regency Delhi 1995 - 2000
The Leela Palaces & Resorts 1993 - 1995
Skills
Revenue Management, Revenue Forecasting, Yield Management, Forecasting, Hospitality Management, Revenue Analysis, Hospitality Industry, Marketing, Management, CRM, Hotels, Food & Beverage, Resorts, Pricing, Sales, Hotel Management
Education
Cornell University 2002 — 2004
MBA, Business, Management, Marketing, and Related Support Services
ESSEC - ESSEC Business School 2002 — 2004
MBA, Business, Management, Marketing, and Related Support Services
Delhi Public School - R. K. Puram
Edward Jones May 2014 - Present
Hilton Worldwide April 2013 - April 2014
Park Hyatt Toronto October 2006 - May 2012
Hyatt Regency Dubai September 2004 - September 2006
Convergys April 2002 - August 2002
Grand Hyatt Delhi April 2000 - December 2000
Hyatt Regency, New Delhi 1995 - 2000
Hyatt Regency Delhi 1995 - 2000
The Leela Palaces & Resorts 1993 - 1995
Skills
Revenue Management, Revenue Forecasting, Yield Management, Forecasting, Hospitality Management, Revenue Analysis, Hospitality Industry, Marketing, Management, CRM, Hotels, Food & Beverage, Resorts, Pricing, Sales, Hotel Management
Education
Cornell University 2002 — 2004
MBA, Business, Management, Marketing, and Related Support Services
ESSEC - ESSEC Business School 2002 — 2004
MBA, Business, Management, Marketing, and Related Support Services
Delhi Public School - R. K. Puram
Tom Lewandowski, CFA, CPA's Edward Jones Experience January 2015 - Present
Job Senior Manager Competitive Intelligence at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Edward Jones September 2008 - January 2015
FTI Consulting, Inc October 2007 - September 2008
Deloitte & Touche, LLP September 2004 - October 2007
Skills
Value Investing, Equity Research Analysis, Stock Research, Accounting, Financial Analysis, Financial Reporting, External Audit, Financial Accounting, US GAAP, Assurance, Internal Controls, Investment Research, Auditing, Due Diligence, Equities, GAAP, Sarbanes-Oxley Act, Corporate Finance, Finance, Financial Modeling, Financial Services
Education
The University of Chicago - Booth School of Business 2013 — 2015
Masters of Business Administration (MBA)
Creighton University 2000 — 2004
Bachelor of Science, Business Administration - Accounting & Finance
Edward Jones January 2015 - Present
Edward Jones September 2008 - January 2015
FTI Consulting, Inc October 2007 - September 2008
Deloitte & Touche, LLP September 2004 - October 2007
Skills
Value Investing, Equity Research Analysis, Stock Research, Accounting, Financial Analysis, Financial Reporting, External Audit, Financial Accounting, US GAAP, Assurance, Internal Controls, Investment Research, Auditing, Due Diligence, Equities, GAAP, Sarbanes-Oxley Act, Corporate Finance, Finance, Financial Modeling, Financial Services
Education
The University of Chicago - Booth School of Business 2013 — 2015
Masters of Business Administration (MBA)
Creighton University 2000 — 2004
Bachelor of Science, Business Administration - Accounting & Finance
Chad Tortorice, CFP®, CRPS®'s Edward Jones Experience 2001 - 2005
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James 2005 - Present
Edward Jones 2001 - 2005
Education
Dallas Theological Seminary 1995 — 1997
Masters of Arts, Theology
Troy University 1988 — 1992
Raymond James 2005 - Present
Edward Jones 2001 - 2005
Education
Dallas Theological Seminary 1995 — 1997
Masters of Arts, Theology
Troy University 1988 — 1992
Craig Pawling's Edward Jones Experience February 2011 - August 2011
Job Director Product Management
Industry Information Technology and Services
Experience
First Data Corporation January 2015 - Present
First Data Corporation February 2014 - December 2014
First Data Corporation August 2011 - January 2014
Edward Jones February 2011 - August 2011
Illuminas September 2007 - January 2011
Mindwave Research April 2007 - August 2007
Broward County September 2004 - March 2007
National Professional Golf Tour September 2000 - August 2004
Greenwich Associates July 1996 - August 2000
Skills
Research, Data Analysis, Market Research, Analysis, Financial Analysis, Quantitative Research, Strategic Planning, Business Strategy, Business Development, Business Analysis, Marketing Strategy, Strategy, Qualitative Research, Competitive Analysis, Marketing, Project Management, Team Leadership, Process Improvement, Marketing Research, Relationship Management
Education
Dartmouth College 1992 — 1996
Government, Economics
First Data Corporation January 2015 - Present
First Data Corporation February 2014 - December 2014
First Data Corporation August 2011 - January 2014
Edward Jones February 2011 - August 2011
Illuminas September 2007 - January 2011
Mindwave Research April 2007 - August 2007
Broward County September 2004 - March 2007
National Professional Golf Tour September 2000 - August 2004
Greenwich Associates July 1996 - August 2000
Skills
Research, Data Analysis, Market Research, Analysis, Financial Analysis, Quantitative Research, Strategic Planning, Business Strategy, Business Development, Business Analysis, Marketing Strategy, Strategy, Qualitative Research, Competitive Analysis, Marketing, Project Management, Team Leadership, Process Improvement, Marketing Research, Relationship Management
Education
Dartmouth College 1992 — 1996
Government, Economics
Justin Vecera's Edward Jones Experience April 2012 - October 2012
Job Project Manager
Industry Financial Services
Experience
GuideStone Financial Resources July 2015 - Present
GuideStone Financial Resources October 2012 - July 2015
Edward Jones April 2012 - October 2012
DonorDirect June 2009 - April 2012
Education
Dallas Baptist University 2000 — 2003
GuideStone Financial Resources July 2015 - Present
GuideStone Financial Resources October 2012 - July 2015
Edward Jones April 2012 - October 2012
DonorDirect June 2009 - April 2012
Education
Dallas Baptist University 2000 — 2003
William Maguire's Edward Jones Experience February 2014 - December 2014
Job Investigations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Edward Jones February 2014 - December 2014
Edward Jones October 2009 - February 2014
Edward Jones November 2008 - October 2009
Target May 2005 - November 2008
Skills
Asset Protection, Auditing, Finance, Financial Risk, Fraud, Internal Audit, Internal Controls, Negotiation, Outlook, Public Speaking, Strategic Planning, Team Building, Team Leadership
Education
University of Central Missouri 2003 — 2005
M.S., Criminal Justice
Culver Stockton College 1999 — 2003
B.S., Criminal Justice
Wells Fargo December 2014 - Present
Edward Jones February 2014 - December 2014
Edward Jones October 2009 - February 2014
Edward Jones November 2008 - October 2009
Target May 2005 - November 2008
Skills
Asset Protection, Auditing, Finance, Financial Risk, Fraud, Internal Audit, Internal Controls, Negotiation, Outlook, Public Speaking, Strategic Planning, Team Building, Team Leadership
Education
University of Central Missouri 2003 — 2005
M.S., Criminal Justice
Culver Stockton College 1999 — 2003
B.S., Criminal Justice
Julianne Stockbauer, CFA's Edward Jones Experience January 2015 - Present
Job SecondYear MBA Student at Washington University in St. Louis
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Washington University in St. Louis July 2013 - May 2015
ExxonMobil May 2014 - August 2014
Bloomberg Industries February 2012 - June 2013
Bloomberg Industries October 2009 - February 2012
Bloomberg LP May 2009 - October 2009
Bloomberg LP June 2008 - April 2009
Tulane University August 2007 - May 2008
Central Bancompany February 2006 - May 2006
Missouri Secretary of State June 2004 - July 2004
Skills
Bloomberg, Corporate Finance, Research, Equity Research, Equities, Financial Modeling, Financial Analysis, Excel, PowerPoint, Real Estate, Valuation, Bloomberg Terminal, Analysis, Financial Reporting, Statistics, Equity Valuation, Microsoft Office, Industry Analysis, Stata, Data Analysis, Competitive Analysis, Finance, Financial Markets, Economics, Strategy
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance
Creighton University 2002 — 2005
BSBA, Finance
Edward Jones January 2015 - Present
Washington University in St. Louis July 2013 - May 2015
ExxonMobil May 2014 - August 2014
Bloomberg Industries February 2012 - June 2013
Bloomberg Industries October 2009 - February 2012
Bloomberg LP May 2009 - October 2009
Bloomberg LP June 2008 - April 2009
Tulane University August 2007 - May 2008
Central Bancompany February 2006 - May 2006
Missouri Secretary of State June 2004 - July 2004
Skills
Bloomberg, Corporate Finance, Research, Equity Research, Equities, Financial Modeling, Financial Analysis, Excel, PowerPoint, Real Estate, Valuation, Bloomberg Terminal, Analysis, Financial Reporting, Statistics, Equity Valuation, Microsoft Office, Industry Analysis, Stata, Data Analysis, Competitive Analysis, Finance, Financial Markets, Economics, Strategy
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance
Creighton University 2002 — 2005
BSBA, Finance
Marlene Muscovich's Edward Jones Experience 2001 - 2004
Job Financial Advisor, TACHECK Financial, SII Investments
Industry Investment Management
Experience
Ta-check Financial, Ltd. August 2009 - Present
Pension Builders & Consultants 2006 - 2009
Edward Jones 2001 - 2004
Skills
Investments, Insurance, Retirement Planning, Financial Advisory, Financial Planners, 401k
Education
Cuyahoga Community College 1997 — 2001
Ta-check Financial, Ltd. August 2009 - Present
Pension Builders & Consultants 2006 - 2009
Edward Jones 2001 - 2004
Skills
Investments, Insurance, Retirement Planning, Financial Advisory, Financial Planners, 401k
Education
Cuyahoga Community College 1997 — 2001
Larry B. Loethen Jr.'s Edward Jones Experience August 1991 - February 2011
Job Financial Advisor at LBL Financial Services, LLC
Industry Financial Services
Experience
LBL Financial Services, LLC February 2011 - Present
Edward Jones August 1991 - February 2011
Skills
Investments, Finance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Wealth Management, Investment Advisory, Series 63, Strategic Financial..., Asset Allocation
Education
Culver Stockton College 1989 — 1991
Bachelor of Science (BS), Business Administration
University of St. Francis 1987 — 1988
Business Administration
LBL Financial Services, LLC February 2011 - Present
Edward Jones August 1991 - February 2011
Skills
Investments, Finance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Wealth Management, Investment Advisory, Series 63, Strategic Financial..., Asset Allocation
Education
Culver Stockton College 1989 — 1991
Bachelor of Science (BS), Business Administration
University of St. Francis 1987 — 1988
Business Administration
Barbara Putnam Davis's Edward Jones Experience July 2008 - January 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - January 2015
National Investment Company Service Association August 2007 - August 2008
Marlborough MA August 2007 - July 2008
Skills
Retirement Planning, Strategic Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Account Management, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Portfolio Management, Project Management, Investment Strategies, Financial Advisory, Wealth, 401k, Coaching, Insurance, Small Business
Education
Northeastern University - Graduate School of Business Administration 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota-Twin Cities
Education
Edward Jones July 2008 - January 2015
National Investment Company Service Association August 2007 - August 2008
Marlborough MA August 2007 - July 2008
Skills
Retirement Planning, Strategic Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Account Management, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Portfolio Management, Project Management, Investment Strategies, Financial Advisory, Wealth, 401k, Coaching, Insurance, Small Business
Education
Northeastern University - Graduate School of Business Administration 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota-Twin Cities
Education
Ben Wiley's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
Cornell College 1988 — 1992
Edward Jones
Education
Cornell College 1988 — 1992
Dawn Meyers's Edward Jones Experience Graphic Arts SecretaryInternational PaperJuly 1987 - January 1997
Job Sr. Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Graphic Arts SecretaryInternational PaperJuly 1987 - January 1997
Education
Davenport University 1967 — 2003
Bachelor of Science, Marketing
Edward Jones Graphic Arts SecretaryInternational PaperJuly 1987 - January 1997
Education
Davenport University 1967 — 2003
Bachelor of Science, Marketing
Zach Hammond's Edward Jones Experience August 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2009 - Present
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Sales Management, Stocks, Retirement Planning, college planning, life insurance
Education
Cornell University 2004 — 2009
Bachelor's degree, Policy Analysis and Management
Edward Jones August 2009 - Present
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Sales Management, Stocks, Retirement Planning, college planning, life insurance
Education
Cornell University 2004 — 2009
Bachelor's degree, Policy Analysis and Management
Jayne Thome's Edward Jones Experience June 2010 - Present
Job Branch Office Administer at Edward Jones
Industry Retail
Experience
Edward Jones June 2010 - Present
Meijer April 1991 - April 2009
Burger King March 1986 - April 1991
Skills
Recruiting, Human Resources, Onboarding, Screening, Applicant Tracking..., College Recruiting, Talent Acquisition, Employee Relations, Talent Management, Succession Planning, Interviews, Sourcing, New Hire Orientations, HRIS, Technical Recruiting, Performance Management, Hiring, Internet Recruiting, Benefits Administration, Employee Engagement, Retail, Temporary Placement
Education
Davenport University
N/A, Restaurant Hospitality
Edward Jones June 2010 - Present
Meijer April 1991 - April 2009
Burger King March 1986 - April 1991
Skills
Recruiting, Human Resources, Onboarding, Screening, Applicant Tracking..., College Recruiting, Talent Acquisition, Employee Relations, Talent Management, Succession Planning, Interviews, Sourcing, New Hire Orientations, HRIS, Technical Recruiting, Performance Management, Hiring, Internet Recruiting, Benefits Administration, Employee Engagement, Retail, Temporary Placement
Education
Davenport University
N/A, Restaurant Hospitality
David Molag's Edward Jones Experience May 2008 - April 2010
Job Account Manager at Ventura Manufacturing
Industry Automotive
Experience
Ventura Manufacturing February 2014 - Present
GNS America January 2012 - February 2014
Autodie, LLC. June 2011 - December 2011
Merrill Lynch Wealth Management April 2010 - June 2011
Edward Jones May 2008 - April 2010
Riviera Tool 1990 - 2008
Skills
Product Design, Stamping, Sheet Metal, Project Engineering, New Business Development, Program Management, Account Management, Department Management, Continuous Improvement, Manufacturing, Six Sigma, Machine Tools, Management, Automotive, Manufacturing..., 5S, Process Improvement, Negotiation, Lean Manufacturing, Engineering, Leadership, PPAP, Product Development, Process Engineering, Kaizen, FMEA, APQP, Manufacturing..., Root Cause Analysis, Value Stream Mapping
Education
Cornerstone University
Ventura Manufacturing February 2014 - Present
GNS America January 2012 - February 2014
Autodie, LLC. June 2011 - December 2011
Merrill Lynch Wealth Management April 2010 - June 2011
Edward Jones May 2008 - April 2010
Riviera Tool 1990 - 2008
Skills
Product Design, Stamping, Sheet Metal, Project Engineering, New Business Development, Program Management, Account Management, Department Management, Continuous Improvement, Manufacturing, Six Sigma, Machine Tools, Management, Automotive, Manufacturing..., 5S, Process Improvement, Negotiation, Lean Manufacturing, Engineering, Leadership, PPAP, Product Development, Process Engineering, Kaizen, FMEA, APQP, Manufacturing..., Root Cause Analysis, Value Stream Mapping
Education
Cornerstone University
Sheri Postema, SPHR's Edward Jones Experience November 2013 - Present
Job Financial Adviser at Edward Jones
Industry Hospital & Health Care
Experience
Edward Jones November 2013 - Present
Holland Hospital October 2012 - November 2013
American Education Group March 2010 - October 2012
HROI, LLC April 2009 - March 2010
Clarion Technologies January 2004 - April 2009
Johnson Controls March 2001 - December 2003
Prince/Johnson Controls September 1994 - March 2001
Skills
Employee Relations, Performance Management, Benefits Administration, Organizational..., Benefits
Education
Grand Valley State University 1991 — 1994
MBA, Business Administration
Davenport University 1984 — 1988
BS, Management
Edward Jones November 2013 - Present
Holland Hospital October 2012 - November 2013
American Education Group March 2010 - October 2012
HROI, LLC April 2009 - March 2010
Clarion Technologies January 2004 - April 2009
Johnson Controls March 2001 - December 2003
Prince/Johnson Controls September 1994 - March 2001
Skills
Employee Relations, Performance Management, Benefits Administration, Organizational..., Benefits
Education
Grand Valley State University 1991 — 1994
MBA, Business Administration
Davenport University 1984 — 1988
BS, Management
Bill Howe's Edward Jones Experience April 1998 - June 2008
Job Founder & Owner: OAK RIDGE WEALTH MANAGEMENT
Industry Financial Services
Experience
OAK RIDGE WEALTH MANAGEMENT in association with Raymond James 2008 - Present
Durham College 2014 - 2015
Edward Jones April 1998 - June 2008
Canadian International Development Agency November 1996 - April 1998
Advanced Container Systems Inc. January 1995 - August 1996
Ontario Power Generation January 1991 - December 1995
Skills
Finance, Customer Service, Investment Banking, Microsoft Office, Microsoft Excel, Charities, Negotiation, Life Insurance, Stock Market, GIC, Government Bonds, Fixed Income, Fixed Annuities, Fixed Income Strategies, Investments, Asset Management
Education
University of Waterloo 1980 — 1984
BSC, Environmental Science
Dalhousie University 1976 — 1978
OAK RIDGE WEALTH MANAGEMENT in association with Raymond James 2008 - Present
Durham College 2014 - 2015
Edward Jones April 1998 - June 2008
Canadian International Development Agency November 1996 - April 1998
Advanced Container Systems Inc. January 1995 - August 1996
Ontario Power Generation January 1991 - December 1995
Skills
Finance, Customer Service, Investment Banking, Microsoft Office, Microsoft Excel, Charities, Negotiation, Life Insurance, Stock Market, GIC, Government Bonds, Fixed Income, Fixed Annuities, Fixed Income Strategies, Investments, Asset Management
Education
University of Waterloo 1980 — 1984
BSC, Environmental Science
Dalhousie University 1976 — 1978
Gail McLeod-Germain's Edward Jones Experience February 2009 - Present
Job Senior Branch Office Administrator at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones February 2009 - Present
Bell Canada May 1997 - August 2008
Skills
SAP HR, Employee Benefits, Human Resources, Business Analysis, SAP, HRIS, Deferred Compensation, Process Improvement, Insurance, Payroll, Microsoft Office, Team Leadership
Education
Dawson College 1973 — 1974
Pure & Applied Science
Edward Jones February 2009 - Present
Bell Canada May 1997 - August 2008
Skills
SAP HR, Employee Benefits, Human Resources, Business Analysis, SAP, HRIS, Deferred Compensation, Process Improvement, Insurance, Payroll, Microsoft Office, Team Leadership
Education
Dawson College 1973 — 1974
Pure & Applied Science
Diana Morrison's Edward Jones Experience May 2010 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Frito Lay November 1993 - April 2010
Skills
Financial Analysis &..., Life Insurance, Continuous Improvement, Cross-functional Team..., Inventory Management, Warehousing, Supply Chain..., Income Statement, Operations Management, Warehouse Management, Team Building, Budgets, Change Management, Operating Budget..., Food Safety, Forecasting, Demand Planning
Education
Dallas Baptist University 2007 — 2008
Bachelor of Arts & Sciences, Management / Business Administration
Dallas Baptist University 2007 — 2008
Bachelor of Arts and Sciences, Business Administration and Management, General
Edward Jones May 2010 - Present
Frito Lay November 1993 - April 2010
Skills
Financial Analysis &..., Life Insurance, Continuous Improvement, Cross-functional Team..., Inventory Management, Warehousing, Supply Chain..., Income Statement, Operations Management, Warehouse Management, Team Building, Budgets, Change Management, Operating Budget..., Food Safety, Forecasting, Demand Planning
Education
Dallas Baptist University 2007 — 2008
Bachelor of Arts & Sciences, Management / Business Administration
Dallas Baptist University 2007 — 2008
Bachelor of Arts and Sciences, Business Administration and Management, General
Silveria Hufstedler's Edward Jones Experience January 2007 - June 2012
Job Financial Advisor at LPL Finanical
Industry Financial Services
Experience
LPL Finanical June 2012 - Present
Edward Jones January 2007 - June 2012
Verizon August 1999 - December 2006
GTE August 1976 - December 1999
Education
Dallas Baptist University 1990 — 1992
MBA, International Marketing & Business Management
University of North Texas 1983 — 1987
Bachelors, Business Management & Vocational Occupation
LPL Finanical June 2012 - Present
Edward Jones January 2007 - June 2012
Verizon August 1999 - December 2006
GTE August 1976 - December 1999
Education
Dallas Baptist University 1990 — 1992
MBA, International Marketing & Business Management
University of North Texas 1983 — 1987
Bachelors, Business Management & Vocational Occupation
Nanette Fahrenbruch, CFP®'s Edward Jones Experience July 2000 - Present
Job Financial Advisor/Limited Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2000 - Present
Fahrenbruch Law Office July 1998 - March 2000
The Legal Aid Society of Cleveland August 1997 - July 1998
Education
Creighton University School of Law 1994 — 1997
JD, Law
Midland University 1990 — 1994
BS, Management, Sociology, Pre-Law
Edward Jones July 2000 - Present
Fahrenbruch Law Office July 1998 - March 2000
The Legal Aid Society of Cleveland August 1997 - July 1998
Education
Creighton University School of Law 1994 — 1997
JD, Law
Midland University 1990 — 1994
BS, Management, Sociology, Pre-Law
Neal Logan's Edward Jones Experience November 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 1993 - Present
US Army June 1978 - March 1996
American Express Financial Advisors April 1991 - February 1993
General Dynamics August 1988 - September 1991
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Strategies, Financial Advisory, Wealth, Bonds, Pensions, Income Protection, Estate and Legacy..., Portfolio Review, Wealth Transfer, Financial Strategies
Education
Dallas Baptist University 1974 — 1978
Bachelor of Science (BS), Criminal Justice/Police Science
Graham High School 1970 — 1974
Edward Jones November 1993 - Present
US Army June 1978 - March 1996
American Express Financial Advisors April 1991 - February 1993
General Dynamics August 1988 - September 1991
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Strategies, Financial Advisory, Wealth, Bonds, Pensions, Income Protection, Estate and Legacy..., Portfolio Review, Wealth Transfer, Financial Strategies
Education
Dallas Baptist University 1974 — 1978
Bachelor of Science (BS), Criminal Justice/Police Science
Graham High School 1970 — 1974
Mary Pervis's Edward Jones Experience March 2008 - September 2010
Job Investment consultant
Industry Financial Services
Experience
Scottrade September 2010 - May 2014
Edward Jones March 2008 - September 2010
Brazos Capital Management August 1995 - August 2005
Texas Independent Bank August 1993 - August 1995
Skills
Banking, Insurance, Retirement Planning, Investments, Finance, Equities, Mutual Funds, Time Management, Retirement
Education
Dallas Baptist University 1995 — 2001
Dallas Baptist University 1994 — 2001
Bachelors, Finance
Scottrade September 2010 - May 2014
Edward Jones March 2008 - September 2010
Brazos Capital Management August 1995 - August 2005
Texas Independent Bank August 1993 - August 1995
Skills
Banking, Insurance, Retirement Planning, Investments, Finance, Equities, Mutual Funds, Time Management, Retirement
Education
Dallas Baptist University 1995 — 2001
Dallas Baptist University 1994 — 2001
Bachelors, Finance
Wilfrid Castillo's Edward Jones Experience July 2009 - April 2010
Job District Account Executive at UPS Supply Chain Solutions
Industry Financial Services
Experience
UPS Supply Chain Solutions, Vancouver, BC Canada September 2010 - Present
Edward Jones July 2009 - April 2010
Caddee Pte Ltd November 2005 - March 2009
Goodpack Limited January 2000 - September 2005
T’boli Agro-Industrial Development, Inc June 1998 - December 1999
Fritz Logistics Philippines (now Fritz-UPS) March 1997 - February 1999
Skills
Logistics, Supply Chain, Transportation, Shipping, Operations Management, Supply Chain Management, Strategic Planning, Change Management, Microsoft Office, New Business Development, Customer Service, Process Improvement, Inventory Management, Logistics Management, Forecasting
Education
De La Salle University 1992 — 1997
MBA, Computer Science and Business Admninistration
De La Salle University 1984 — 1988
BS, Computer Science
UPS Supply Chain Solutions, Vancouver, BC Canada September 2010 - Present
Edward Jones July 2009 - April 2010
Caddee Pte Ltd November 2005 - March 2009
Goodpack Limited January 2000 - September 2005
T’boli Agro-Industrial Development, Inc June 1998 - December 1999
Fritz Logistics Philippines (now Fritz-UPS) March 1997 - February 1999
Skills
Logistics, Supply Chain, Transportation, Shipping, Operations Management, Supply Chain Management, Strategic Planning, Change Management, Microsoft Office, New Business Development, Customer Service, Process Improvement, Inventory Management, Logistics Management, Forecasting
Education
De La Salle University 1992 — 1997
MBA, Computer Science and Business Admninistration
De La Salle University 1984 — 1988
BS, Computer Science
Rhonda Naumann's Edward Jones Experience January 2010 - Present
Job On Call Branch Office Administrator at Edward Jones
Industry Accounting
Experience
Edward Jones January 2010 - Present
Pullman Industries/Noble Int'l May 2007 - July 2009
EMH Systems February 2007 - April 2007
American Red Cross November 2006 - December 2006
Integrated Quality Solutions March 2005 - July 2006
Birds Eye Foods Inc October 1989 - March 2005
Education
Davenport University 2001 — 2003
Bachelor, Accounting
Lake Michigan College 1987 — 1989
Associate, Accounting
Edward Jones January 2010 - Present
Pullman Industries/Noble Int'l May 2007 - July 2009
EMH Systems February 2007 - April 2007
American Red Cross November 2006 - December 2006
Integrated Quality Solutions March 2005 - July 2006
Birds Eye Foods Inc October 1989 - March 2005
Education
Davenport University 2001 — 2003
Bachelor, Accounting
Lake Michigan College 1987 — 1989
Associate, Accounting
Robin VanDinter's Edward Jones Experience January 2006 - January 2007
Job Vice Principal's Assistant at Cedarburg High School
Industry Education Management
Experience
Cedarburg High School July 2013 - Present
MIDWEST PRODUCTS & ENGINEERING September 2007 - July 2013
Edward Jones January 2006 - January 2007
Concordia University January 2005 - January 2006
United Financial Services January 1997 - January 2005
CEDARBURG POLICE DEPARTMENT January 1993 - January 1997
OLSEN’S PIGGLY WIGGLY January 1989 - January 1993
Skills
Customer Service, Organization, Multi Tasking, Phone Etiquette, Accounts Payable, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Reliable, Highly Dedicated, Office Equipment..., People Skills, People-oriented, Customer Satisfaction
Education
Concordia University-Wisconsin 2012 — 2013
Certificate in Health Care Managment, Health/Health Care Administration/Management
High School 1980 — 1984
Diploma, General Studies
Cedarburg High School July 2013 - Present
MIDWEST PRODUCTS & ENGINEERING September 2007 - July 2013
Edward Jones January 2006 - January 2007
Concordia University January 2005 - January 2006
United Financial Services January 1997 - January 2005
CEDARBURG POLICE DEPARTMENT January 1993 - January 1997
OLSEN’S PIGGLY WIGGLY January 1989 - January 1993
Skills
Customer Service, Organization, Multi Tasking, Phone Etiquette, Accounts Payable, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Reliable, Highly Dedicated, Office Equipment..., People Skills, People-oriented, Customer Satisfaction
Education
Concordia University-Wisconsin 2012 — 2013
Certificate in Health Care Managment, Health/Health Care Administration/Management
High School 1980 — 1984
Diploma, General Studies
Joe Pane's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
TK Smith's Edward Jones Experience November 1994 - Present
Job Financial Advisor, AASM at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1994 - Present
Education
Cornell University
B. Chemical Engineering
Edward Jones November 1994 - Present
Education
Cornell University
B. Chemical Engineering
Nicole Derge's Edward Jones Experience August 2002 - May 2008
Job Admin Asst. at Landmark Credit Union
Industry Investment Management
Experience
Landmark Credit Union May 2008 - Present
Edward Jones August 2002 - May 2008
Education
Concordia University-Wisconsin 2013 — 2017
Landmark Credit Union May 2008 - Present
Edward Jones August 2002 - May 2008
Education
Concordia University-Wisconsin 2013 — 2017
Erik Thompson's Edward Jones Experience January 2007 - December 2012
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
LPL Financial-Offices of Erik Thompson Financial Strategies, LLC December 2012 - Present
Edward Jones January 2007 - December 2012
University of Georgia 1994 - 2006
Skills
Certified Financial..., Investment Advisory, Life Insurance, Public Speaking, Financial Advisory, Wealth Management, Securities, Microsoft Office, Finance, FINRA, Fundraising, Event Planning, Leadership, Teaching
Education
Cornell University 1989 — 1993
Bachelor's degree, Natural Resources/Conservation, General
Georgia Southern University 1998 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
LPL Financial-Offices of Erik Thompson Financial Strategies, LLC December 2012 - Present
Edward Jones January 2007 - December 2012
University of Georgia 1994 - 2006
Skills
Certified Financial..., Investment Advisory, Life Insurance, Public Speaking, Financial Advisory, Wealth Management, Securities, Microsoft Office, Finance, FINRA, Fundraising, Event Planning, Leadership, Teaching
Education
Cornell University 1989 — 1993
Bachelor's degree, Natural Resources/Conservation, General
Georgia Southern University 1998 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
James Griffeth's Edward Jones Experience January 2000 - November 2006
Job Gateway Church
Industry Retail
Experience
Gateway Church February 2013 - Present
Eberl Claims Service Inc. September 2011 - 2013
ABC Contracting January 2010 - July 2011
Gateway Church August 2009 - December 2010
Texas Longhorn Breeders Association May 2010 - August 2010
Bank of America November 2006 - March 2009
Edward Jones January 2000 - November 2006
Southeast AgNet Radio Network April 1999 - January 2000
University of Georgia July 1997 - April 1999
Skills
Asset Management, Advertising, Financial Markets, Microsoft Office, Investments, Insurance, Insurance Claims, Property Management, Property & Casualty..., Adjusting, Sales Management, Asset Managment, Management, Training, Sales, Leadership, Program Management, Team Building, Customer Service, Public Speaking
Education
Dallas Baptist University 2009 — 2014
Master of Business Administration (M.B.A.), Business Administration
Dallas Baptist University 2009 — 2014
Master's Degree, Christian Education
Texas A&M University-Commerce 2009 — 2012
Masters, Business Administration
Oklahoma State University 1993 — 1997
BS, Animal Science
Oklahoma State University 1993 — 1997
BS, Communications
Tift Co High School 1991 — 1993
Gateway Church February 2013 - Present
Eberl Claims Service Inc. September 2011 - 2013
ABC Contracting January 2010 - July 2011
Gateway Church August 2009 - December 2010
Texas Longhorn Breeders Association May 2010 - August 2010
Bank of America November 2006 - March 2009
Edward Jones January 2000 - November 2006
Southeast AgNet Radio Network April 1999 - January 2000
University of Georgia July 1997 - April 1999
Skills
Asset Management, Advertising, Financial Markets, Microsoft Office, Investments, Insurance, Insurance Claims, Property Management, Property & Casualty..., Adjusting, Sales Management, Asset Managment, Management, Training, Sales, Leadership, Program Management, Team Building, Customer Service, Public Speaking
Education
Dallas Baptist University 2009 — 2014
Master of Business Administration (M.B.A.), Business Administration
Dallas Baptist University 2009 — 2014
Master's Degree, Christian Education
Texas A&M University-Commerce 2009 — 2012
Masters, Business Administration
Oklahoma State University 1993 — 1997
BS, Animal Science
Oklahoma State University 1993 — 1997
BS, Communications
Tift Co High School 1991 — 1993
Jerome Wildgen's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Clarion Hotel & Conference Center July 2008 - February 2011
Stouffer Hotels & Resorts 1985 - 1996
Skills
Strategic Financial..., Wealth Management, Asset Management, Forecasting, Strategic Planning, Strategy, New Business Development, Business Development, Management, Operations Management, Leadership, Event Management, Customer Service, Hospitality Management, Team Building, Hospitality Industry, Hospitality, Hotel Management, Revenue Analysis, Event Planning
Education
Cornell University 1971 — 1974
BS, Hotel & Restaurant Administration
The Abbey School 1968 — 1969
Edward Jones June 2011 - Present
Clarion Hotel & Conference Center July 2008 - February 2011
Stouffer Hotels & Resorts 1985 - 1996
Skills
Strategic Financial..., Wealth Management, Asset Management, Forecasting, Strategic Planning, Strategy, New Business Development, Business Development, Management, Operations Management, Leadership, Event Management, Customer Service, Hospitality Management, Team Building, Hospitality Industry, Hospitality, Hotel Management, Revenue Analysis, Event Planning
Education
Cornell University 1971 — 1974
BS, Hotel & Restaurant Administration
The Abbey School 1968 — 1969
Dustin Adkins's Edward Jones Experience June 2009 - September 2010
Job Coach/Teacher at Oak Ridge High School
Industry Financial Services
Experience
Oak Ridge High School September 2010 - Present
Edward Jones June 2009 - September 2010
Athletic Facilities May 2007 - June 2009
Greencorps September 2005 - May 2007
Skills
Series 7, Uniform Combined State..., Financial Goals, Finance, Financial Services
Education
Dartmouth College 2005 — 2009
Bachelors, Economics
Dartmouth College class of 2009 2005 — 2009
Bachelor's degree, Economics
Oak Ridge High School September 2010 - Present
Edward Jones June 2009 - September 2010
Athletic Facilities May 2007 - June 2009
Greencorps September 2005 - May 2007
Skills
Series 7, Uniform Combined State..., Financial Goals, Finance, Financial Services
Education
Dartmouth College 2005 — 2009
Bachelors, Economics
Dartmouth College class of 2009 2005 — 2009
Bachelor's degree, Economics
Chris Ondrak's Edward Jones Experience May 2004 - February 2008
Job Director, Sales and Customer Care Operations Mobility Apps at Citrix
Industry Information Technology and Services
Experience
Citrix June 2015 - Present
Citrix September 2014 - June 2015
Red Hat January 2014 - September 2014
Amazon.com September 2011 - August 2013
Amazon.com July 2010 - September 2011
Precision Eforming, LLC February 2004 - September 2011
Credit Suisse February 2008 - July 2010
Edward Jones May 2004 - February 2008
Edward Jones May 2002 - May 2004
Cornell University August 2001 - May 2002
Skills
Business Transformation, Business Development, Six Sigma, Strategic Planning, Finance, Strategy, Process Improvement, Business Strategy, Start-ups, Cross-functional Team..., Leadership, Financial Services, Entrepreneurship, CallidusCloud, IBM ICM, Salesforce.com, InsideSales.com, Marketo, SOX Compliance, Cornerstone On Demand, Supply Chain..., Project Management, LMS Systems, Financial Force PSA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Executive MBA, Finance, Strategy, and Operations
Project Management Institute 2007 — 2007
PMP, Project Managment
Cornell University 1997 — 2001
BS, Business Managment and Marketing
Citrix June 2015 - Present
Citrix September 2014 - June 2015
Red Hat January 2014 - September 2014
Amazon.com September 2011 - August 2013
Amazon.com July 2010 - September 2011
Precision Eforming, LLC February 2004 - September 2011
Credit Suisse February 2008 - July 2010
Edward Jones May 2004 - February 2008
Edward Jones May 2002 - May 2004
Cornell University August 2001 - May 2002
Skills
Business Transformation, Business Development, Six Sigma, Strategic Planning, Finance, Strategy, Process Improvement, Business Strategy, Start-ups, Cross-functional Team..., Leadership, Financial Services, Entrepreneurship, CallidusCloud, IBM ICM, Salesforce.com, InsideSales.com, Marketo, SOX Compliance, Cornerstone On Demand, Supply Chain..., Project Management, LMS Systems, Financial Force PSA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Executive MBA, Finance, Strategy, and Operations
Project Management Institute 2007 — 2007
PMP, Project Managment
Cornell University 1997 — 2001
BS, Business Managment and Marketing
Pat Burnett's Edward Jones Experience January 1999 - January 2001
Job at
Industry Financial Services
Experience
Diocese of Kalamazoo January 2014 - Present
Diocese of Kalamazoo May 2013 - Present
Ameriprise Financial August 2001 - May 2013
Edward Jones January 1999 - January 2001
The Knoll Group January 1989 - January 1995
Skills
Sales Management, Marketing, Banking, Leadership, Strategic Planning, Team Building, Project Management, Training, Customer Service, Office Management, New Business Development, Microsoft Office, Staff Development, Records Management
Education
Davenport University 1990 — 1992
Bachelors, Business Administration
Davenport College Career Center 1989 — 1989
Administrative Assistant and Secretarial Science, General
Grand Rapids Community College 1973 — 1975
Associate Degree, Arts and Sciences
Diocese of Kalamazoo January 2014 - Present
Diocese of Kalamazoo May 2013 - Present
Ameriprise Financial August 2001 - May 2013
Edward Jones January 1999 - January 2001
The Knoll Group January 1989 - January 1995
Skills
Sales Management, Marketing, Banking, Leadership, Strategic Planning, Team Building, Project Management, Training, Customer Service, Office Management, New Business Development, Microsoft Office, Staff Development, Records Management
Education
Davenport University 1990 — 1992
Bachelors, Business Administration
Davenport College Career Center 1989 — 1989
Administrative Assistant and Secretarial Science, General
Grand Rapids Community College 1973 — 1975
Associate Degree, Arts and Sciences
Nancy Kellogg's Edward Jones Experience March 2012 - June 2012
Job Investment Management Professional
Industry Investment Management
Experience
Independent investment Professional, CFP © July 2015 - Present
Edward Jones March 2012 - June 2012
National Grid January 2007 - October 2009
National Grid November 1984 - October 2009
National Grid January 2000 - January 2002
National Grid January 1998 - January 2000
Benefit Finance January 1997 - January 1998
Benefit Finance January 1992 - January 1996
Human Resources January 1988 - January 1992
New England Electric systems January 1985 - January 1988
Skills
Financial Analysis, Investment Management, Personal Financial..., Investments, Fixed Income, Securities, Business Strategy, Equities, Investment Strategies, Leadership, Financial Risk, Asset Management, Management Consulting, Change Management, Series 7, Management, Internal Controls, Financial Advisory, Finance, Portfolio Management, Analysis, Risk Management, Strategy, Alternative Investments, Due Diligence, Corporate Finance, Valuation, Capital Markets, Treasury, Business Process, Pensions, Credit, Private Equity, SEC filings, Accounting, Internal Audit, Corporate Development, Governance, Financial Modeling, Funding, Training, Options, Forecasting, Business Analysis, Business Process..., Cash Management, Business Transformation
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Cornell University
MBA
University of North Carolina
BA, Philosophy
Independent investment Professional, CFP © July 2015 - Present
Edward Jones March 2012 - June 2012
National Grid January 2007 - October 2009
National Grid November 1984 - October 2009
National Grid January 2000 - January 2002
National Grid January 1998 - January 2000
Benefit Finance January 1997 - January 1998
Benefit Finance January 1992 - January 1996
Human Resources January 1988 - January 1992
New England Electric systems January 1985 - January 1988
Skills
Financial Analysis, Investment Management, Personal Financial..., Investments, Fixed Income, Securities, Business Strategy, Equities, Investment Strategies, Leadership, Financial Risk, Asset Management, Management Consulting, Change Management, Series 7, Management, Internal Controls, Financial Advisory, Finance, Portfolio Management, Analysis, Risk Management, Strategy, Alternative Investments, Due Diligence, Corporate Finance, Valuation, Capital Markets, Treasury, Business Process, Pensions, Credit, Private Equity, SEC filings, Accounting, Internal Audit, Corporate Development, Governance, Financial Modeling, Funding, Training, Options, Forecasting, Business Analysis, Business Process..., Cash Management, Business Transformation
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Cornell University
MBA
University of North Carolina
BA, Philosophy
Heidi Lusk's Edward Jones Experience May 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Dedicated Commercial Recovery Inc. March 2015 - April 2015
National Recoveries, Inc. August 2013 - March 2015
National Recoveries, Inc. August 2010 - August 2013
National Recoveries, Inc. July 2012 - December 2012
Wells Fargo August 2009 - April 2010
Skills
Management, Leadership, Telephone Skills, Coaching, Microsoft Office, Team Leadership, Inventory Management, Communication Skills, Sales, Collections, Outlook, Microsoft Word, Microsoft Excel, Teamwork, Fundraising, PowerPoint, Leadership Development, Staff Development, Time Management, Social Media, Facebook, Social Networking, Administrative Work, Data Entry, Communication, Social Media Marketing, Research, Loans, Customer Service
Education
Dakota Wesleyan University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones May 2015 - Present
Dedicated Commercial Recovery Inc. March 2015 - April 2015
National Recoveries, Inc. August 2013 - March 2015
National Recoveries, Inc. August 2010 - August 2013
National Recoveries, Inc. July 2012 - December 2012
Wells Fargo August 2009 - April 2010
Skills
Management, Leadership, Telephone Skills, Coaching, Microsoft Office, Team Leadership, Inventory Management, Communication Skills, Sales, Collections, Outlook, Microsoft Word, Microsoft Excel, Teamwork, Fundraising, PowerPoint, Leadership Development, Staff Development, Time Management, Social Media, Facebook, Social Networking, Administrative Work, Data Entry, Communication, Social Media Marketing, Research, Loans, Customer Service
Education
Dakota Wesleyan University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dale Holifield's Edward Jones Experience October 1996 - Present
Job
Industry Financial Services
Experience
Edward Jones October 1996 - Present
North Park Baptist Church May 1993 - Present
Skills
Investment Advisory, Retirement Planning, Retirement Income...
Education
University of Texas at Tyler 1975 — 1979
Master of Arts, Music Education
Dallas Baptist University 1969 — 1972
Bachelor of arts, Music education
Edward Jones October 1996 - Present
North Park Baptist Church May 1993 - Present
Skills
Investment Advisory, Retirement Planning, Retirement Income...
Education
University of Texas at Tyler 1975 — 1979
Master of Arts, Music Education
Dallas Baptist University 1969 — 1972
Bachelor of arts, Music education
Evan Esselman, AAMS's Edward Jones Experience 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
Skills
Series 7, Retirement, Wealth Management, Asset Allocation, 401k Rollovers, Investment Strategies, Retirement Planning, AAMS, Investment Advisory, 529 Plans, Series 63, Estate Planning, Long Term Care Insurance, Trust Services, Holistic Financial..., Income Protection, Saving for Education, Fixed Annuities, Mutual Funds, Uniform Combined State..., Strategic Financial..., Simple IRA, Investments, SEP IRA, College Savings Plans, IRAs, Wealth Accumulation, Financial Advisory
Education
Dallas Baptist University 2003 — 2006
Baylor University 2002 — 2003
Edward Jones 2006 - Present
Skills
Series 7, Retirement, Wealth Management, Asset Allocation, 401k Rollovers, Investment Strategies, Retirement Planning, AAMS, Investment Advisory, 529 Plans, Series 63, Estate Planning, Long Term Care Insurance, Trust Services, Holistic Financial..., Income Protection, Saving for Education, Fixed Annuities, Mutual Funds, Uniform Combined State..., Strategic Financial..., Simple IRA, Investments, SEP IRA, College Savings Plans, IRAs, Wealth Accumulation, Financial Advisory
Education
Dallas Baptist University 2003 — 2006
Baylor University 2002 — 2003
Sheila Zamora-Howe's Edward Jones Experience August 2011 - May 2013
Job Epic Auctions and Estate Sales / Treasured Again!
Industry Information Technology and Services
Experience
Treasured Again! April 2013 - Present
Edward Jones August 2011 - May 2013
Cookie Lee Jewelry/Sheila Zamora April 2008 - January 2013
Skills
Customer Service, Sales
Education
Davenport University 1998 — 2007
Bachelor, Business Management
Treasured Again! April 2013 - Present
Edward Jones August 2011 - May 2013
Cookie Lee Jewelry/Sheila Zamora April 2008 - January 2013
Skills
Customer Service, Sales
Education
Davenport University 1998 — 2007
Bachelor, Business Management
Jay Rowe, M.S., MBA's Edward Jones Experience January 2011 - May 2011
Job Branch Manager, Assistant Vice President
Industry Financial Services
Experience
SunTrust Bank January 2014 - Present
Fifth Third Bank June 2011 - January 2014
Edward Jones January 2011 - May 2011
Cracker Barrel May 2005 - October 2010
Tennessee Society of CPAs January 1999 - May 2005
Skills
Marketing, Customer Service, Account Management, Strategic Planning, Public Relations
Education
Cumberland University 2005 — 2007
MBA, Business Administration
Middle Tennessee State University 2001 — 2003
M.S., Mass Communication
Lipscomb University 1992 — 1999
B.A., Public Relations
SunTrust Bank January 2014 - Present
Fifth Third Bank June 2011 - January 2014
Edward Jones January 2011 - May 2011
Cracker Barrel May 2005 - October 2010
Tennessee Society of CPAs January 1999 - May 2005
Skills
Marketing, Customer Service, Account Management, Strategic Planning, Public Relations
Education
Cumberland University 2005 — 2007
MBA, Business Administration
Middle Tennessee State University 2001 — 2003
M.S., Mass Communication
Lipscomb University 1992 — 1999
B.A., Public Relations
Caroline Marani's Edward Jones Experience August 2009 - December 2012
Job Recruiting Researcher at Netflix
Industry Entertainment
Experience
Netflix December 2012 - Present
Tutti Toscani Olive Oil January 2010 - Present
Edward Jones August 2009 - December 2012
Central Coast Kids and Families January 2010 - April 2010
Skills
Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Research, Management, Customer Service, CRM, Project Planning, Recruiting, Social Media, Social Networking, Data Analysis, Phone Screening, Sourcing, Microsoft Office, Social Media Marketing, Digital Media
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Native American Studies
Archbishop Mitty High School 2004 — 2008
Netflix December 2012 - Present
Tutti Toscani Olive Oil January 2010 - Present
Edward Jones August 2009 - December 2012
Central Coast Kids and Families January 2010 - April 2010
Skills
Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Research, Management, Customer Service, CRM, Project Planning, Recruiting, Social Media, Social Networking, Data Analysis, Phone Screening, Sourcing, Microsoft Office, Social Media Marketing, Digital Media
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Native American Studies
Archbishop Mitty High School 2004 — 2008
Adrianne Bearse's Edward Jones Experience May 2008 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Mutual Bank August 2010 - March 2011
Citizens Bank October 2009 - August 2010
Edward Jones May 2008 - October 2009
Advanced Mortgage Services October 2006 - May 2008
Salem Five Bank May 2006 - October 2006
Heritage Mortgages October 2005 - May 2006
Weichert Financial Services March 2005 - October 2005
National City Mortgage October 2002 - March 2005
Citizens Bank September 1999 - October 2002
Education
Curry College 2012 — 2014
Psychology
Massasoit Community College 2000 — 2002
Associate of Science, Business Administration
Mutual Bank August 2010 - March 2011
Citizens Bank October 2009 - August 2010
Edward Jones May 2008 - October 2009
Advanced Mortgage Services October 2006 - May 2008
Salem Five Bank May 2006 - October 2006
Heritage Mortgages October 2005 - May 2006
Weichert Financial Services March 2005 - October 2005
National City Mortgage October 2002 - March 2005
Citizens Bank September 1999 - October 2002
Education
Curry College 2012 — 2014
Psychology
Massasoit Community College 2000 — 2002
Associate of Science, Business Administration
Lisa Wu, RTC's Edward Jones Experience December 2008 - December 2010
Job Certified Recreational Therapist
Industry Hospital & Health Care
Experience
California Department of Corrections and Rehabilitation September 2015 - Present
Kids at Heart June 2014 - Present
Amberwood Gardens September 2010 - September 2015
Edward Jones December 2008 - December 2010
Laguna Honda Hospital June 2010 - August 2010
Laguna Honda Hospital July 2009 - August 2009
VIA SERVICES – Camp Costanoan December 2007 - April 2009
Garden Gate Elementary School January 2008 - June 2008
Skills
PowerPoint, Microsoft Office, Word, Excel, Programming, Photoshop, Theatre Make-Up Artist, Adolescents, Healthcare, Microsoft Excel, Microsoft Word, Supervisory Skills, Stage Make-up, Volunteer Management
Education
De Anza College
Associates, Liberal Arts
San Jose State University
Bachelors, Therapeutic Recreations
California Department of Corrections and Rehabilitation September 2015 - Present
Kids at Heart June 2014 - Present
Amberwood Gardens September 2010 - September 2015
Edward Jones December 2008 - December 2010
Laguna Honda Hospital June 2010 - August 2010
Laguna Honda Hospital July 2009 - August 2009
VIA SERVICES – Camp Costanoan December 2007 - April 2009
Garden Gate Elementary School January 2008 - June 2008
Skills
PowerPoint, Microsoft Office, Word, Excel, Programming, Photoshop, Theatre Make-Up Artist, Adolescents, Healthcare, Microsoft Excel, Microsoft Word, Supervisory Skills, Stage Make-up, Volunteer Management
Education
De Anza College
Associates, Liberal Arts
San Jose State University
Bachelors, Therapeutic Recreations
Candice Bartel's Edward Jones Experience July 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - Present
Education
Crown College 2009 — 2011
Masters Degree, Organizational Leadership
Waldorf College 2003 — 2006
Bachelor of Arts, Communication- Public Relations
Edward Jones July 2008 - Present
Education
Crown College 2009 — 2011
Masters Degree, Organizational Leadership
Waldorf College 2003 — 2006
Bachelor of Arts, Communication- Public Relations
Annette Baumgartner's Edward Jones Experience March 2009 - June 2010
Job Delivery/Warehouse/Office Assistant at Coast Nut and Bolt
Industry Warehousing
Experience
Coast Nut and Bolt October 2011 - Present
Edward Jones March 2009 - June 2010
Corbett Vineyards LLC August 2008 - December 2008
Edna Valley Wine Company January 2008 - July 2008
The Wine Group, Inc. January 1988 - December 2007
TWG 1988 - 2007
Skills
Microsoft Word, Excel,, Winemaker's Database,..., Quickbooks, Peachtree Accounting, ten-key calculator,..., Production scheduling,..., Winery Plant Management..., Winery Laboratory..., Human Resources,..., Winery Production..., Outlook, Peachtree, Data Entry, Inventory Management, Microsoft Excel, Microsoft Word, Accounts Receivable, Office Management, Administrative...
Education
Cuesta College 1979 — 1981
Associate of Arts (AA), Business Administration and Management, General
King City High School
Coast Nut and Bolt October 2011 - Present
Edward Jones March 2009 - June 2010
Corbett Vineyards LLC August 2008 - December 2008
Edna Valley Wine Company January 2008 - July 2008
The Wine Group, Inc. January 1988 - December 2007
TWG 1988 - 2007
Skills
Microsoft Word, Excel,, Winemaker's Database,..., Quickbooks, Peachtree Accounting, ten-key calculator,..., Production scheduling,..., Winery Plant Management..., Winery Laboratory..., Human Resources,..., Winery Production..., Outlook, Peachtree, Data Entry, Inventory Management, Microsoft Excel, Microsoft Word, Accounts Receivable, Office Management, Administrative...
Education
Cuesta College 1979 — 1981
Associate of Arts (AA), Business Administration and Management, General
King City High School
Tanisha Molson's Edward Jones Experience September 2012 - Present
Job Estates Operations Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Landscape Communications, Inc. August 1998 - April 2010
Skills
Sales, Customer Service, Team-oriented, Estate Planning, Publishing, Finance
Education
Cypress College 1998 — 2000
Edward Jones September 2012 - Present
Landscape Communications, Inc. August 1998 - April 2010
Skills
Sales, Customer Service, Team-oriented, Estate Planning, Publishing, Finance
Education
Cypress College 1998 — 2000
Rebecca Justice-Jones's Edward Jones Experience April 2007 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
Self-employed September 1999 - Present
Edward Jones April 2007 - September 2010
Wachovia September 1999 - April 2007
Skills
Financial Management...
Education
Daytona State College 2009 — 2011
Associate of Arts (AA), general
Daytona Beach Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
DeLand High School 1990 — 1993
diploma
Self-employed September 1999 - Present
Edward Jones April 2007 - September 2010
Wachovia September 1999 - April 2007
Skills
Financial Management...
Education
Daytona State College 2009 — 2011
Associate of Arts (AA), general
Daytona Beach Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
DeLand High School 1990 — 1993
diploma
Kim Bos's Edward Jones Experience February 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2004 - Present
Meijer 1983 - 2003
Education
Davenport University
Business Administration, Management and Operations
Western Michigan University
Business Administration and Management, General
Edward Jones February 2004 - Present
Meijer 1983 - 2003
Education
Davenport University
Business Administration, Management and Operations
Western Michigan University
Business Administration and Management, General
Bethany Daymut's Edward Jones Experience June 2013 - June 2014
Job Director of Family Ministries at Renew Communities
Industry Religious Institutions
Experience
Renew Communities July 2014 - Present
Edward Jones June 2013 - June 2014
Hemotology Oncology Center March 2012 - June 2013
Amherst Foursquare Church May 2008 - February 2012
Skills
Customer Service, Event Planning, Childcare, Teamwork, Training, Fundraising, Community Outreach, Outlook, Office Management, Public Speaking, Microsoft Word, Teaching, Leadership Development, Nonprofits, Microsoft Office, Leadership, Management, Social Media, System Administration, Volunteer Management, Time Management, Team Building
Education
Dallas Baptist University 2006 — 2008
Bachelor of Arts (BA), Early Childhood Education and Teaching
Christ for the Nations International 2004 — 2006
Associate's degree, Theology/Theological Studies
Renew Communities July 2014 - Present
Edward Jones June 2013 - June 2014
Hemotology Oncology Center March 2012 - June 2013
Amherst Foursquare Church May 2008 - February 2012
Skills
Customer Service, Event Planning, Childcare, Teamwork, Training, Fundraising, Community Outreach, Outlook, Office Management, Public Speaking, Microsoft Word, Teaching, Leadership Development, Nonprofits, Microsoft Office, Leadership, Management, Social Media, System Administration, Volunteer Management, Time Management, Team Building
Education
Dallas Baptist University 2006 — 2008
Bachelor of Arts (BA), Early Childhood Education and Teaching
Christ for the Nations International 2004 — 2006
Associate's degree, Theology/Theological Studies
Adam Bingham, MBA's Edward Jones Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
KeyBank June 2013 - Present
Edward Jones 2011 - 2013
Hertz June 2005 - December 2011
Skills
Customer Service, Leadership, Financial Analysis, Insurance, Risk Management, Social Media, Series 7, Mutual Funds, Social Media Marketing, Financial Planning, Financial Advisory, Portfolio Management, Retirement, Public Speaking, Banking, Life Insurance, Fixed Annuities, Small Business, Asset Management, Management, Finance, Investments, Marketing Strategy, Sales, Retirement Planning, Wealth Management, Marketing, Financial Services, Strategic Planning, Team Building
Education
Corban University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.78
Western Oregon University 1999 — 2004
Bachelor's degree, Speech Communication and Rhetoric
KeyBank June 2013 - Present
Edward Jones 2011 - 2013
Hertz June 2005 - December 2011
Skills
Customer Service, Leadership, Financial Analysis, Insurance, Risk Management, Social Media, Series 7, Mutual Funds, Social Media Marketing, Financial Planning, Financial Advisory, Portfolio Management, Retirement, Public Speaking, Banking, Life Insurance, Fixed Annuities, Small Business, Asset Management, Management, Finance, Investments, Marketing Strategy, Sales, Retirement Planning, Wealth Management, Marketing, Financial Services, Strategic Planning, Team Building
Education
Corban University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.78
Western Oregon University 1999 — 2004
Bachelor's degree, Speech Communication and Rhetoric
Nancie Moody's Edward Jones Experience January 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
Prosperity Bank January 2001 - September 2009
Skills
Investments, Strategic Planning, Team Building
Education
Daytona Beach Community College
Edward Jones January 2010 - Present
Prosperity Bank January 2001 - September 2009
Skills
Investments, Strategic Planning, Team Building
Education
Daytona Beach Community College
Nicole Blasko's Edward Jones Experience June 2012 - September 2012
Job Accountant at State Industrial Products
Industry Chemicals
Experience
State Industrial Products January 2015 - Present
BFG Supply Co August 2014 - January 2015
BFG Supply Co October 2013 - August 2014
Huntington National Bank November 2012 - September 2013
Edward Jones June 2012 - September 2012
Edward Jones March 2010 - June 2012
Bank of America June 2008 - February 2010
Skills
Credit, Retail Banking, Banking, Credit Risk, Consumer Lending, Credit Analysis, Loans, Cash Management, Financial Risk, Branch Banking, Account Reconciliation, Finance, Small Business Lending, Deposits
Education
David N. Myers University 2000 — 2008
BSBA, Finance, General
Villa Angela St. Joseph High School 1996 — 2000
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
State Industrial Products January 2015 - Present
BFG Supply Co August 2014 - January 2015
BFG Supply Co October 2013 - August 2014
Huntington National Bank November 2012 - September 2013
Edward Jones June 2012 - September 2012
Edward Jones March 2010 - June 2012
Bank of America June 2008 - February 2010
Skills
Credit, Retail Banking, Banking, Credit Risk, Consumer Lending, Credit Analysis, Loans, Cash Management, Financial Risk, Branch Banking, Account Reconciliation, Finance, Small Business Lending, Deposits
Education
David N. Myers University 2000 — 2008
BSBA, Finance, General
Villa Angela St. Joseph High School 1996 — 2000
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
MOPS-Lori Williams's Edward Jones Experience June 2007 - Present
Job
Industry
Experience
Edward Jones June 2007 - Present
Education
Cornerstone University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones June 2007 - Present
Education
Cornerstone University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dori Miller's Edward Jones Experience March 2015 - Present
Job Office Administration
Industry Investment Banking
Experience
Edward Jones March 2015 - Present
Radermachers Fresh Market September 2008 - February 2015
Skills
Customer Service, Inventory Management, Pricing, Merchandising, Retail, Team Building, Microsoft Office, Microsoft Excel, Customer Satisfaction, Management, Microsoft Word, Team Leadership, Leadership, Time Management, Inventory Control, Training
Education
Cottey College 1985 — 1987
Associate's Degree
Edward Jones March 2015 - Present
Radermachers Fresh Market September 2008 - February 2015
Skills
Customer Service, Inventory Management, Pricing, Merchandising, Retail, Team Building, Microsoft Office, Microsoft Excel, Customer Satisfaction, Management, Microsoft Word, Team Leadership, Leadership, Time Management, Inventory Control, Training
Education
Cottey College 1985 — 1987
Associate's Degree
Daniel Haynes's Edward Jones Experience 2013 - Present
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
United States Air Force November 1989 - March 2013
Skills
Aviation, Flight Training, Airline transport pilot, CFII, Series 7, Series 66, Life Insurance
Education
USAF Air Command and Staff College 2004 — 2005
Military Security Policy and Strategy
Dallas Baptist University
Bachelor's Degree, Business Administration, Management and Operations
Edward Jones 2013 - Present
United States Air Force November 1989 - March 2013
Skills
Aviation, Flight Training, Airline transport pilot, CFII, Series 7, Series 66, Life Insurance
Education
USAF Air Command and Staff College 2004 — 2005
Military Security Policy and Strategy
Dallas Baptist University
Bachelor's Degree, Business Administration, Management and Operations
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation