Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Ryan McClinton Ryan McClinton's Edward Jones Experience January 2014 - Present
Job Senior Manager Data Management and Analytics at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Edward Jones February 2013 - December 2013
Edward Jones May 2008 - February 2013
Edward Jones May 2000 - May 2008
Skills
Project Management, Data Analysis, data warehousing, data models, Business Intelligence..., Business Process..., Data Warehousing, Management, Team Leadership, Business Intelligence, Analytics, SDLC, Business Analysis, Data Models, Leadership, Software Project...
Education
DeVry University-Missouri 1996 — 1999
Bachelors degree, Computer Information Systems
Jefferson College 1994 — 1996
Edward Jones January 2014 - Present
Edward Jones February 2013 - December 2013
Edward Jones May 2008 - February 2013
Edward Jones May 2000 - May 2008
Skills
Project Management, Data Analysis, data warehousing, data models, Business Intelligence..., Business Process..., Data Warehousing, Management, Team Leadership, Business Intelligence, Analytics, SDLC, Business Analysis, Data Models, Leadership, Software Project...
Education
DeVry University-Missouri 1996 — 1999
Bachelors degree, Computer Information Systems
Jefferson College 1994 — 1996
Lucy Calabrese Lucy Calabrese's Edward Jones Experience April 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2010 - Present
Legacy Wealth November 2003 - November 2005
Wright College September 1995 - May 1999
Lazard December 1981 - May 1995
Education
DePaul University
Master of Education (MEd)
St. John's University
Bachelor of Science (BS)
Edward Jones April 2010 - Present
Legacy Wealth November 2003 - November 2005
Wright College September 1995 - May 1999
Lazard December 1981 - May 1995
Education
DePaul University
Master of Education (MEd)
St. John's University
Bachelor of Science (BS)
Marco Paiz Marco Paiz's Edward Jones Experience May 2002 - Present
Job Network Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
CBIZ May 1998 - May 2002
US Army June 1992 - November 1996
Education
Keller Graduate School of Management of DeVry University
Master of Science in Information Technology, Information Technology
DeVry University
Bachelor of Business Administration (BBA), Management of Technology
Sanford-Brown College-Fenton
Associate of Science (AS), Network and System Administration/Administrator
DeVry University
Associate of Science (AS), Electronic Engineering Technician
Edward Jones May 2002 - Present
CBIZ May 1998 - May 2002
US Army June 1992 - November 1996
Education
Keller Graduate School of Management of DeVry University
Master of Science in Information Technology, Information Technology
DeVry University
Bachelor of Business Administration (BBA), Management of Technology
Sanford-Brown College-Fenton
Associate of Science (AS), Network and System Administration/Administrator
DeVry University
Associate of Science (AS), Electronic Engineering Technician
JR Foreman JR Foreman's Edward Jones Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Brian Toliver Ford June 2011 - July 2014
Echo Publishing September 2010 - June 2011
Re/max Advanced January 2007 - January 2010
Lawson Products October 2007 - March 2009
Ben C. Frank Performance Center September 2004 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales Management, Negotiation, Strategic Planning, Lean Manufacturing, Continuous Improvement, Product Development, Manufacturing, Project Management, New Business Development, Team Building, Process Improvement, Microsoft Word, Marketing Strategy, Management, Internet, Internet Strategy, Sales, Leadership, Coaching, Strategic Sourcing, Real Estate
Education
Dickinson State University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Kelly Wash Hight School 1999 — 2002
Bachelor's degree
Edward Jones May 2014 - Present
Brian Toliver Ford June 2011 - July 2014
Echo Publishing September 2010 - June 2011
Re/max Advanced January 2007 - January 2010
Lawson Products October 2007 - March 2009
Ben C. Frank Performance Center September 2004 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales Management, Negotiation, Strategic Planning, Lean Manufacturing, Continuous Improvement, Product Development, Manufacturing, Project Management, New Business Development, Team Building, Process Improvement, Microsoft Word, Marketing Strategy, Management, Internet, Internet Strategy, Sales, Leadership, Coaching, Strategic Sourcing, Real Estate
Education
Dickinson State University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Kelly Wash Hight School 1999 — 2002
Bachelor's degree
Dawn Trlak Donahue's Edward Jones Experience 2001 - 2003
Job Manager, Value Integration & Reporting
Industry Insurance
Experience
Blue Cross Blue Shield Association October 2013 - Present
Baker & McKenzie July 2010 - October 2013
Baker & McKenzie January 2008 - August 2010
Baker & McKenzie June 2006 - January 2008
Baker & McKenzie June 2003 - May 2006
Edward Jones 2001 - 2003
International Survey Research (Acquired by Towers Perrin) 1999 - 2001
SPS Payment Systems (Former Branded credit card & call center division of Morgan Stanley) 1998 - 1999
Skills
Healthcare Analytics, Analysis, Business Analysis, Team Management, Project Management, Financial Analysis, Business Intelligence, Business Process, Forecasting, Leadership, Mergers & Acquisitions, Accounting, Cross-functional Team..., Strategic Planning, Analytics, Financial Reporting, Outsourcing, Business Process..., Operations Management, Business Objects, Process Improvement, Budgets, Budgeting, Financial Systems, SAP, Data Analysis, Financial Planning, Financial Management, Team Leadership, Problem Solving, SQL, Offshore Resource..., Financial Modeling, Financial Accounting, International Business, International Finance, Client Relationship..., Variance Analysis, Spanish, Management, Training, Finance, Investments, Pricing, HIPAA, Healthcare Information..., Health Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Business-Finance
Universitat de Barcelona 1992 — 1993
Study of the Arts, Spanish
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Psychology & Spanish
Blue Cross Blue Shield Association October 2013 - Present
Baker & McKenzie July 2010 - October 2013
Baker & McKenzie January 2008 - August 2010
Baker & McKenzie June 2006 - January 2008
Baker & McKenzie June 2003 - May 2006
Edward Jones 2001 - 2003
International Survey Research (Acquired by Towers Perrin) 1999 - 2001
SPS Payment Systems (Former Branded credit card & call center division of Morgan Stanley) 1998 - 1999
Skills
Healthcare Analytics, Analysis, Business Analysis, Team Management, Project Management, Financial Analysis, Business Intelligence, Business Process, Forecasting, Leadership, Mergers & Acquisitions, Accounting, Cross-functional Team..., Strategic Planning, Analytics, Financial Reporting, Outsourcing, Business Process..., Operations Management, Business Objects, Process Improvement, Budgets, Budgeting, Financial Systems, SAP, Data Analysis, Financial Planning, Financial Management, Team Leadership, Problem Solving, SQL, Offshore Resource..., Financial Modeling, Financial Accounting, International Business, International Finance, Client Relationship..., Variance Analysis, Spanish, Management, Training, Finance, Investments, Pricing, HIPAA, Healthcare Information..., Health Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Business-Finance
Universitat de Barcelona 1992 — 1993
Study of the Arts, Spanish
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Psychology & Spanish
Cheri Rozendaal Cheri Rozendaal's Edward Jones Experience 1985 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Tupperware 2013 - Present
Edward Jones 1985 - Present
Education
Des Moines Area Community College 1984 — 1985
Pella Christian High School 1968 — 1972
Tupperware 2013 - Present
Edward Jones 1985 - Present
Education
Des Moines Area Community College 1984 — 1985
Pella Christian High School 1968 — 1972
Tyler Vieke Tyler Vieke's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Edward Jones June 2013 - March 2014
Edward Jones June 2012 - August 2012
Haven Solutions, LLC June 2010 - August 2011
Education
DePauw University 2009 — 2013
Bachelor of Science (B.S.)
Edward Jones March 2014 - Present
Edward Jones June 2013 - March 2014
Edward Jones June 2012 - August 2012
Haven Solutions, LLC June 2010 - August 2011
Education
DePauw University 2009 — 2013
Bachelor of Science (B.S.)
Patrick Felke's Edward Jones Experience May 2015 - August 2015
Job Student Assistant, DePauw University Hubbard Center
Industry Financial Services
Experience
DePauw University September 2012 - Present
Edward Jones May 2015 - August 2015
Slalom Consulting August 2014 - December 2014
Indiana Golf Association - Indiana PGA May 2014 - August 2014
Weidner and Company, P.C. May 2013 - August 2013
Plymouth Country Club September 2008 - August 2013
Swan Lake Resort May 2010 - October 2011
WTCA AM 1050 August 2010 - March 2011
Skills
Public Speaking, Social Media, Social Networking, Event Planning, PowerPoint, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Public Relations, Facebook, Research, Golf, Editing, Event Management, Data Analysis, Broadcast Television, Customer Service, Accounting, News Writing, Budgets, Sports, Social Media Marketing, Sales, Television News, News Anchoring, Data Entry, Office Administration, Client Liaison, Tournaments, Retail, Team Building, Administrative..., Consulting, Social Media Consulting, Investments, Project Management, Program Management, Twitter, Instagram, Organizational..., Creative Strategy, Team Leadership, Management Consulting, Investment Strategies
Education
DePauw University 2012 — 2016
Economics Major; Media Studies, Political Science Minors
Plymouth High School 2008 — 2012
Academic Honors Diploma
DePauw University September 2012 - Present
Edward Jones May 2015 - August 2015
Slalom Consulting August 2014 - December 2014
Indiana Golf Association - Indiana PGA May 2014 - August 2014
Weidner and Company, P.C. May 2013 - August 2013
Plymouth Country Club September 2008 - August 2013
Swan Lake Resort May 2010 - October 2011
WTCA AM 1050 August 2010 - March 2011
Skills
Public Speaking, Social Media, Social Networking, Event Planning, PowerPoint, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Public Relations, Facebook, Research, Golf, Editing, Event Management, Data Analysis, Broadcast Television, Customer Service, Accounting, News Writing, Budgets, Sports, Social Media Marketing, Sales, Television News, News Anchoring, Data Entry, Office Administration, Client Liaison, Tournaments, Retail, Team Building, Administrative..., Consulting, Social Media Consulting, Investments, Project Management, Program Management, Twitter, Instagram, Organizational..., Creative Strategy, Team Leadership, Management Consulting, Investment Strategies
Education
DePauw University 2012 — 2016
Economics Major; Media Studies, Political Science Minors
Plymouth High School 2008 — 2012
Academic Honors Diploma
Catherine Gemkow Catherine Gemkow's Edward Jones Experience August 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones August 2014 - Present
Target December 2013 - July 2014
Dominican University August 2009 - May 2013
Corner Bakery Cafe April 2011 - August 2012
Steppenwolf Theatre Company September 2007 - May 2009
Skills
Dramaturgy, Prop Design, Set Construction, Set Dressing, Customer Service, Acting, Theatre, Prop Making, Customer Satisfaction
Education
Dominican University 2009 — 2013
Bachelor of Arts (B.A.), Theatre/Theater, 3.43/4.0
Edward Jones August 2014 - Present
Target December 2013 - July 2014
Dominican University August 2009 - May 2013
Corner Bakery Cafe April 2011 - August 2012
Steppenwolf Theatre Company September 2007 - May 2009
Skills
Dramaturgy, Prop Design, Set Construction, Set Dressing, Customer Service, Acting, Theatre, Prop Making, Customer Satisfaction
Education
Dominican University 2009 — 2013
Bachelor of Arts (B.A.), Theatre/Theater, 3.43/4.0
Jeff Brehmer, CIC Jeff Brehmer, CIC's Edward Jones Experience August 2000 - September 2002
Job Agency Owner at Elite Insurance Services Inc.
Industry Insurance
Experience
Elite Insurance Services Inc. December 2013 - Present
NP Dodge Insurance February 2009 - December 2013
Smith Davis & Abel Insurance Services January 2003 - February 2009
Edward Jones August 2000 - September 2002
Skills
Property & Casualty..., Workers Compensation, Homeowners, Real Estate, Insurance, Umbrella, Risk Management, Professional Liability, Small Business, Home, Problem Solving, Umbrella Insurance, Commercial Insurance, Negotiation, Investment Properties, Relocation, Team Building, Disability Insurance, Contract Negotiation, Legal Liability, Customer Service, Leadership, Sellers, Life Insurance, Investments, First Time Home Buyers, Underwriting, Term Life Insurance, Mortgage Lending, Account Management, Commercial Real Estate, Referrals, Property, Selling, Residential Homes, Real Estate Transactions, Short Sales, Loans, FHA, Buyer Representation, Investors, Foreclosures, Property Management, Refinance, REO, Sales
Education
Drake University 1995 — 1997
Elite Insurance Services Inc. December 2013 - Present
NP Dodge Insurance February 2009 - December 2013
Smith Davis & Abel Insurance Services January 2003 - February 2009
Edward Jones August 2000 - September 2002
Skills
Property & Casualty..., Workers Compensation, Homeowners, Real Estate, Insurance, Umbrella, Risk Management, Professional Liability, Small Business, Home, Problem Solving, Umbrella Insurance, Commercial Insurance, Negotiation, Investment Properties, Relocation, Team Building, Disability Insurance, Contract Negotiation, Legal Liability, Customer Service, Leadership, Sellers, Life Insurance, Investments, First Time Home Buyers, Underwriting, Term Life Insurance, Mortgage Lending, Account Management, Commercial Real Estate, Referrals, Property, Selling, Residential Homes, Real Estate Transactions, Short Sales, Loans, FHA, Buyer Representation, Investors, Foreclosures, Property Management, Refinance, REO, Sales
Education
Drake University 1995 — 1997
Joshua Sapp's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones September 2014 - Present
TD Ameritrade March 2014 - September 2014
ARMtech Insurance Services Inc. January 2014 - March 2014
Auburn Agency Crop June 2013 - August 2013
Great Plains Appraisal May 2010 - April 2013
Skills
Training, Insurance, Software Documentation, Customer Service, Leadership, Project Management, Access, Microsoft Office, Public Speaking, Team Building, Process Improvement, Business Analysis, Management, Strategic Planning, Microsoft Excel
Education
Doane College 2010 — 2013
Bachelor's Degree, Business Administration, Ecomonics
Edward Jones September 2014 - Present
TD Ameritrade March 2014 - September 2014
ARMtech Insurance Services Inc. January 2014 - March 2014
Auburn Agency Crop June 2013 - August 2013
Great Plains Appraisal May 2010 - April 2013
Skills
Training, Insurance, Software Documentation, Customer Service, Leadership, Project Management, Access, Microsoft Office, Public Speaking, Team Building, Process Improvement, Business Analysis, Management, Strategic Planning, Microsoft Excel
Education
Doane College 2010 — 2013
Bachelor's Degree, Business Administration, Ecomonics
Angelo Frieri Angelo Frieri's Edward Jones Experience February 2013 - March 2014
Job Sales Director at AFCO Racing
Industry Financial Services
Experience
AFCO Racing March 2014 - Present
Edward Jones February 2013 - March 2014
Indiana Farm Bureau Insurance September 2009 - February 2013
Hub International June 2000 - July 2009
Education
DePaul University 1993 — 2000
Bachelor of Science (B.S.), Double Major - Management and Finance
Robert Morris College 1991 — 1993
Associate's degree, Honors Accounting
AFCO Racing March 2014 - Present
Edward Jones February 2013 - March 2014
Indiana Farm Bureau Insurance September 2009 - February 2013
Hub International June 2000 - July 2009
Education
DePaul University 1993 — 2000
Bachelor of Science (B.S.), Double Major - Management and Finance
Robert Morris College 1991 — 1993
Associate's degree, Honors Accounting
JaCee Pilkington JaCee Pilkington's Edward Jones Experience May 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Miss Nebraska Organization June 2013 - 2014
United States Senate May 2012 - June 2013
KOTA TV August 2012 - August 2012
Mike Meister Law Firm May 2011 - August 2011
Skills
Politics, Legislative Relations, Public Policy, Legislation, Policy Analysis, Political Campaigns, Community Outreach, Speech Writing, Legislative Research, Fundraising, Nonprofits
Education
Doane College
Bachelor of Arts (B.A.), Business and Political Science
Edward Jones May 2015 - Present
Miss Nebraska Organization June 2013 - 2014
United States Senate May 2012 - June 2013
KOTA TV August 2012 - August 2012
Mike Meister Law Firm May 2011 - August 2011
Skills
Politics, Legislative Relations, Public Policy, Legislation, Policy Analysis, Political Campaigns, Community Outreach, Speech Writing, Legislative Research, Fundraising, Nonprofits
Education
Doane College
Bachelor of Arts (B.A.), Business and Political Science
Brandon Stein Brandon Stein's Edward Jones Experience April 2013 - Present
Job Advisory Solutions Operations at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
UPS October 2001 - June 2013
MFS Investment Management December 2003 - April 2011
DeVry University March 2001 - October 2003
Convergys October 2000 - March 2001
Mountain West Research Center October 1998 - October 2000
Skills
Financial Analysis, Customer Service, Sales Management, Team Building, Business Strategy, Quality Control, Safety, Security, Dependable Team Player, Close Attention to..., Always Punctual, Employee Relations, Customer Satisfaction, Leadership, Troubleshooting, Call Centers, Management, Budgets, Finance, Project Management, Process Improvement, Cold Calling, Sales, Microsoft Office, Strategic Planning, Financial Services
Education
DeVry University 2001 — 2003
Bachelor of Science (B.S.), Business Administration
Edward Jones April 2013 - Present
UPS October 2001 - June 2013
MFS Investment Management December 2003 - April 2011
DeVry University March 2001 - October 2003
Convergys October 2000 - March 2001
Mountain West Research Center October 1998 - October 2000
Skills
Financial Analysis, Customer Service, Sales Management, Team Building, Business Strategy, Quality Control, Safety, Security, Dependable Team Player, Close Attention to..., Always Punctual, Employee Relations, Customer Satisfaction, Leadership, Troubleshooting, Call Centers, Management, Budgets, Finance, Project Management, Process Improvement, Cold Calling, Sales, Microsoft Office, Strategic Planning, Financial Services
Education
DeVry University 2001 — 2003
Bachelor of Science (B.S.), Business Administration
Dan Maude Dan Maude's Edward Jones Experience June 2009 - April 2013
Job Wealth Management William Blair
Industry Financial Services
Experience
William Blair & Company April 2013 - Present
Edward Jones June 2009 - April 2013
Skills
Series 7, Retirement Planning, Investments, Asset Management, Equities, Bond Markets, 401k, Pension Funds
Education
Denison University 2005 — 2009
Bachelor Degree, English
The Haverford School
William Blair & Company April 2013 - Present
Edward Jones June 2009 - April 2013
Skills
Series 7, Retirement Planning, Investments, Asset Management, Equities, Bond Markets, 401k, Pension Funds
Education
Denison University 2005 — 2009
Bachelor Degree, English
The Haverford School
Randy Kudlata's Edward Jones Experience 2011 - 2012
Job Senior Sales Consultant
Industry Medical Devices
Experience
Dickson Data 2015 - Present
ETF.com (formally IndexUniverse) 2013 - 2014
Edward Jones 2011 - 2012
ConvergEx Group/LiquidPoint 2008 - 2011
Merrill Lynch 2003 - 2008
Morgan Stanley 2000 - 2003
Skills
Sales Management, Salesforce.com, New Business Development, Hedge Funds, Relationship Management, Electronic Trading, Selling, Proprietary Trading, Trading, Contract Negotiation, Electronic Trading..., Financial Services, Trading System, Series 7, FINRA, Fixed Income, Financial Markets, Trading Systems, Investments, Sales, Options
Education
DePaul University 2001 — 2002
Certified Financial Planning Certificate Program
Drake University 1983 — 1987
Finance
Dickson Data 2015 - Present
ETF.com (formally IndexUniverse) 2013 - 2014
Edward Jones 2011 - 2012
ConvergEx Group/LiquidPoint 2008 - 2011
Merrill Lynch 2003 - 2008
Morgan Stanley 2000 - 2003
Skills
Sales Management, Salesforce.com, New Business Development, Hedge Funds, Relationship Management, Electronic Trading, Selling, Proprietary Trading, Trading, Contract Negotiation, Electronic Trading..., Financial Services, Trading System, Series 7, FINRA, Fixed Income, Financial Markets, Trading Systems, Investments, Sales, Options
Education
DePaul University 2001 — 2002
Certified Financial Planning Certificate Program
Drake University 1983 — 1987
Finance
Megan Morseth's Edward Jones Experience March 2014 - Present
Job at
Industry Financial Services
Experience
Charles Schwab October 2015 - Present
Edward Jones March 2014 - Present
Union Savings Bank 2013 - 2014
LA Fitness August 2012 - 2014
Carmel Total Fitness/Eclipse May 2009 - May 2011
Worthington Hills Country Club October 2006 - May 2007
Executive Office Place September 2004 - April 2006
Liberty County Development Authority March 2002 - April 2004
Skills
SPIN, ACE Certified Personal...
Education
Denison University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Cranbrook Schools 1991 — 1995
Charles Schwab October 2015 - Present
Edward Jones March 2014 - Present
Union Savings Bank 2013 - 2014
LA Fitness August 2012 - 2014
Carmel Total Fitness/Eclipse May 2009 - May 2011
Worthington Hills Country Club October 2006 - May 2007
Executive Office Place September 2004 - April 2006
Liberty County Development Authority March 2002 - April 2004
Skills
SPIN, ACE Certified Personal...
Education
Denison University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Cranbrook Schools 1991 — 1995
Michael Lewis, CFP®, CRPC® Michael Lewis, CFP®, CRPC®'s Edward Jones Experience May 2005 - December 2005
Job Manager PRS at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Ameriprise Financial Services, Inc. December 2007 - January 2015
Ameriprise Financial Services, Inc. January 2006 - December 2007
Edward Jones May 2005 - December 2005
Securian Financial Group May 2004 - August 2004
Smith Barney September 2003 - March 2004
Dairy Queen 1998 - 2003
Education
University of Minnesota, Carlson School of Management 2013 — 2017
Master of Business Administration (MBA)
Minnesota State University, Mankato 2009 — 2011
Certificate, Financial Planning
Drake University 2001 — 2005
Bachelors, Management/Marketing
Hopkins High School
Transamerica Retirement Solutions January 2015 - Present
Ameriprise Financial Services, Inc. December 2007 - January 2015
Ameriprise Financial Services, Inc. January 2006 - December 2007
Edward Jones May 2005 - December 2005
Securian Financial Group May 2004 - August 2004
Smith Barney September 2003 - March 2004
Dairy Queen 1998 - 2003
Education
University of Minnesota, Carlson School of Management 2013 — 2017
Master of Business Administration (MBA)
Minnesota State University, Mankato 2009 — 2011
Certificate, Financial Planning
Drake University 2001 — 2005
Bachelors, Management/Marketing
Hopkins High School
Paul Endres Paul Endres's Edward Jones Experience June 1993 - June 1995
Job Relationship Manager at Regions Financial
Industry Financial Services
Experience
Regions Financial Corporation December 2014 - Present
KeyBank June 2005 - July 2013
U.S. Bank June 2000 - May 2005
Commerce Bank June 1999 - August 1999
Anheuser-Busch June 1995 - June 1998
Edward Jones June 1993 - June 1995
Skills
Commercial Lending, Banking, Credit Analysis, Risk Management, Portfolio Management, Financial Modeling, Credit
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Denison University 1989 — 1993
Bachelor of Arts (BA), Economics and Psychology
Regions Financial Corporation December 2014 - Present
KeyBank June 2005 - July 2013
U.S. Bank June 2000 - May 2005
Commerce Bank June 1999 - August 1999
Anheuser-Busch June 1995 - June 1998
Edward Jones June 1993 - June 1995
Skills
Commercial Lending, Banking, Credit Analysis, Risk Management, Portfolio Management, Financial Modeling, Credit
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Denison University 1989 — 1993
Bachelor of Arts (BA), Economics and Psychology
Adam Ulrich Adam Ulrich's Edward Jones Experience June 2007 - December 2007
Job Systems Engineer at Vidant Health
Industry Information Technology and Services
Experience
Vidant Health November 2014 - Present
Huron Consulting Group September 2013 - October 2014
Epic September 2012 - September 2013
DiPietro, PLLC November 2011 - January 2012
The O'Neal School January 2008 - June 2008
Edward Jones June 2007 - December 2007
Skills
Analysis, Project Management, Policy Analysis, Research, Microsoft Office, Software Project..., Software Documentation, Organization, Road Warrior, Healthcare Information..., Healthcare, Leadership, Program Management, Data Analysis, Process Improvement, HIPAA, EMR, EHR, Editing
Education
The College of William and Mary - Marshall Wythe Law School 2008 — 2011
Doctor of Law (JD), Law
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Latin Language and Literature
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Vidant Health November 2014 - Present
Huron Consulting Group September 2013 - October 2014
Epic September 2012 - September 2013
DiPietro, PLLC November 2011 - January 2012
The O'Neal School January 2008 - June 2008
Edward Jones June 2007 - December 2007
Skills
Analysis, Project Management, Policy Analysis, Research, Microsoft Office, Software Project..., Software Documentation, Organization, Road Warrior, Healthcare Information..., Healthcare, Leadership, Program Management, Data Analysis, Process Improvement, HIPAA, EMR, EHR, Editing
Education
The College of William and Mary - Marshall Wythe Law School 2008 — 2011
Doctor of Law (JD), Law
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Latin Language and Literature
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Maye Jones's Edward Jones Experience October 1997 - Present
Job Financial Advsior at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1997 - Present
Unimed January 1995 - May 1997
Mercy Hospital Williston ND June 1976 - October 1995
Skills
Portfolio & Retirement..., Education Savings, Business Retirement..., Annuities, Retirement Plan..., Mutual Funds, Equity & Fixed-income..., Insurance, Traditional & Roth IRA's, Financial Calculators, Estate & Trust Services, Investor Education..., Edward Jones Advisory...
Education
Dickinson State University
Associate's degree, Registered Nursing/Registered Nurse
Minot State University
Bachelor's degree, Registered Nursing/Registered Nurse
Edward Jones October 1997 - Present
Unimed January 1995 - May 1997
Mercy Hospital Williston ND June 1976 - October 1995
Skills
Portfolio & Retirement..., Education Savings, Business Retirement..., Annuities, Retirement Plan..., Mutual Funds, Equity & Fixed-income..., Insurance, Traditional & Roth IRA's, Financial Calculators, Estate & Trust Services, Investor Education..., Edward Jones Advisory...
Education
Dickinson State University
Associate's degree, Registered Nursing/Registered Nurse
Minot State University
Bachelor's degree, Registered Nursing/Registered Nurse
Sarah Kloppenburg Sarah Kloppenburg's Edward Jones Experience May 2010 - September 2010
Job Associate Financial Advisor within Tanner Wealth Management at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation February 2014 - Present
Charles Schwab July 2013 - February 2014
Edward Jones May 2010 - September 2010
Skills
Financial Services, Customer Service
Education
DePauw University 2009 — 2013
BA, English Writing
Ladue Horton Watkins High School 2005 — 2009
High School Diploma
City Securities Corporation February 2014 - Present
Charles Schwab July 2013 - February 2014
Edward Jones May 2010 - September 2010
Skills
Financial Services, Customer Service
Education
DePauw University 2009 — 2013
BA, English Writing
Ladue Horton Watkins High School 2005 — 2009
High School Diploma
Jordan Havercamp's Edward Jones Experience December 2007 - January 2008
Job Founder of ParkParkGoose
Industry Information Services
Experience
ParkParkGoose April 2014 - Present
Eli Lilly and Company January 2011 - April 2014
WestPoint Financial Group January 2009 - August 2009
Park Tudor School March 2009 - July 2009
DePauw University May 2007 - June 2008
DePauw University May 2007 - June 2008
Edward Jones December 2007 - January 2008
Skills
Recruiting, Management, Leadership, Team Leadership, Public Speaking, Microsoft Excel, Sales Operations, Event Planning, Marketing, Advertising, Finance, Research, Data Analysis, Social Networking, PowerPoint, Sales, Customer Service, Market Research, Social Media, Analysis
Education
DePauw University 2007 — 2010
Psychology, Business and Economics
Denison University 2006 — 2007
Economics and Psychology, Business
ParkParkGoose April 2014 - Present
Eli Lilly and Company January 2011 - April 2014
WestPoint Financial Group January 2009 - August 2009
Park Tudor School March 2009 - July 2009
DePauw University May 2007 - June 2008
DePauw University May 2007 - June 2008
Edward Jones December 2007 - January 2008
Skills
Recruiting, Management, Leadership, Team Leadership, Public Speaking, Microsoft Excel, Sales Operations, Event Planning, Marketing, Advertising, Finance, Research, Data Analysis, Social Networking, PowerPoint, Sales, Customer Service, Market Research, Social Media, Analysis
Education
DePauw University 2007 — 2010
Psychology, Business and Economics
Denison University 2006 — 2007
Economics and Psychology, Business
Phillip Sitar, CFP®, CRPC, MBA Phillip Sitar, CFP®, CRPC, MBA's Edward Jones Experience November 2007 - March 2010
Job An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial March 2010 - Present
Edward Jones November 2007 - March 2010
CNA May 2005 - October 2007
Caruso Management 2003 - 2006
CNA Insurance March 2004 - May 2005
CNA Financial Corporation March 2002 - March 2004
Harrah's Entertainment 1997 - 2002
Education
Loyola University Chicago 2003 — 2006
Masters, Business (emphasis in Finance)
DePaul University 1998 — 2001
Bachelor, Accounting
Northern Illinois University 1994 — 1996
General Education
Ameriprise Financial March 2010 - Present
Edward Jones November 2007 - March 2010
CNA May 2005 - October 2007
Caruso Management 2003 - 2006
CNA Insurance March 2004 - May 2005
CNA Financial Corporation March 2002 - March 2004
Harrah's Entertainment 1997 - 2002
Education
Loyola University Chicago 2003 — 2006
Masters, Business (emphasis in Finance)
DePaul University 1998 — 2001
Bachelor, Accounting
Northern Illinois University 1994 — 1996
General Education
John Strange's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
Oil and Energy Land Services 2011 - 2013
ADESA Auto Auction 2010 - 2011
Ford Motor Credit Company 2001 - 2009
Ford Motor Credit Company 1999 - 2001
Ford Motor Credit Company 1995 - 1999
Ford Motor Credit Company 1994 - 1995
Ford Motor Credit Company 1993 - 1994
Ford Motor Credit Company 1991 - 1993
Ford Motor Credit Company 1990 - 1991
Skills
Investments, Stocks, Bonds, Retirement Planning, Wealth Management, Asset Allocation, Series 7, Series 66, Portfolio Strategies, Mutual Funds, IRAs, Advisory Solutions, Financial Analysis, Leadership, Forecasting, Credit, Banking, Management, Operations Management, Oil&Gas, Sales, Selling, Leases, Budgets, Sales Management, Automotive, Loans, Insurance, Strategic Planning, Business Planning, New Business Development, Credit Analysis, Business Development, Six Sigma, Sales Process, Process Improvement, Marketing, Coaching, Salesforce.com, Due Diligence, Team Building, P&L, B2B Marketing, Contract Negotiation, Life Insurance, 401k Rollovers, Marketing Strategy, Consultative Selling, Budgeting, Portfolio Management
Education
Delta State University 1983 — 1987
Bachelor's Degree, Finance
Washington School 1979 — 1983
Diploma, General Cirriculum
Edward Jones 2013 - Present
Oil and Energy Land Services 2011 - 2013
ADESA Auto Auction 2010 - 2011
Ford Motor Credit Company 2001 - 2009
Ford Motor Credit Company 1999 - 2001
Ford Motor Credit Company 1995 - 1999
Ford Motor Credit Company 1994 - 1995
Ford Motor Credit Company 1993 - 1994
Ford Motor Credit Company 1991 - 1993
Ford Motor Credit Company 1990 - 1991
Skills
Investments, Stocks, Bonds, Retirement Planning, Wealth Management, Asset Allocation, Series 7, Series 66, Portfolio Strategies, Mutual Funds, IRAs, Advisory Solutions, Financial Analysis, Leadership, Forecasting, Credit, Banking, Management, Operations Management, Oil&Gas, Sales, Selling, Leases, Budgets, Sales Management, Automotive, Loans, Insurance, Strategic Planning, Business Planning, New Business Development, Credit Analysis, Business Development, Six Sigma, Sales Process, Process Improvement, Marketing, Coaching, Salesforce.com, Due Diligence, Team Building, P&L, B2B Marketing, Contract Negotiation, Life Insurance, 401k Rollovers, Marketing Strategy, Consultative Selling, Budgeting, Portfolio Management
Education
Delta State University 1983 — 1987
Bachelor's Degree, Finance
Washington School 1979 — 1983
Diploma, General Cirriculum
Jeff Staudacher AAMS® Jeff Staudacher AAMS®'s Edward Jones Experience May 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2000 - Present
Skills
Retiement Planning, 401k Rollovers, Roth IRA's, IRA's, Mutual Funds, Stocks, Bonds, Annuities
Education
Delta College
Delta College, Associates
Edward Jones May 2000 - Present
Skills
Retiement Planning, 401k Rollovers, Roth IRA's, IRA's, Mutual Funds, Stocks, Bonds, Annuities
Education
Delta College
Delta College, Associates
Chris Chatzimichalis Chris Chatzimichalis's Edward Jones Experience November 2013 - February 2014
Job CIBC Senior Financial Services Representative , MBA
Industry Financial Services
Experience
CIBC May 2014 - Present
Synapsis Corp August 2013 - June 2014
Synapsis corp August 2013 - June 2014
Edward Jones November 2013 - February 2014
Alector Properties & Investments May 2004 - May 2011
Chatzimichalis Securities Brokerage August 1999 - May 2003
Attalos Securities S.A. August 1998 - August 1999
Skills
Executive Management, Operations Management, Investments, Equity Trading, Strategic Planning, New Markets Development, International..., Financial Markets, Mergers & Acquisitions, Portfolio Management, Equities, Leadership, Economics, Business Planning, Business Strategy, Start-ups, Real Estate, Finance, Strategic Financial..., Corporate Finance, Asset Management, Strategy, Management Consulting, Entrepreneurship, Financial Planning, Financial Services, Mutual Funds, Financial Analysis, Management, Negotiation
Education
The University of Hull 1995 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Deree College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
CIBC May 2014 - Present
Synapsis Corp August 2013 - June 2014
Synapsis corp August 2013 - June 2014
Edward Jones November 2013 - February 2014
Alector Properties & Investments May 2004 - May 2011
Chatzimichalis Securities Brokerage August 1999 - May 2003
Attalos Securities S.A. August 1998 - August 1999
Skills
Executive Management, Operations Management, Investments, Equity Trading, Strategic Planning, New Markets Development, International..., Financial Markets, Mergers & Acquisitions, Portfolio Management, Equities, Leadership, Economics, Business Planning, Business Strategy, Start-ups, Real Estate, Finance, Strategic Financial..., Corporate Finance, Asset Management, Strategy, Management Consulting, Entrepreneurship, Financial Planning, Financial Services, Mutual Funds, Financial Analysis, Management, Negotiation
Education
The University of Hull 1995 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Deree College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Denise Sith Denise Sith's Edward Jones Experience February 2005 - June 2011
Job Personal Chef/Holistic Nutrition Coach
Industry Consumer Services
Experience
Sith Home 2015 - Present
Wild Nourishment January 2013 - Present
Mess to Success Co July 2011 - Present
Wild Muffin Girl February 2002 - Present
Edward Jones February 2005 - June 2011
CIGNA Property & Casualty Companies 1991 - 1997
Skills
Event Management, Project Management, Account Management, Risk Management, Organizational..., Organizational Design, Organizational Behavior, Organization &..., Risk Assessment, Time Management, Entrepreneurship, Menu Development, Menu Costing, Personal Chef Services, Customer Service, Cooking, Baking, Party Plan, Leadership Development, Public Speaking, Coaching, Strategic Planning, Training, Event Planning, Team Building, Employee Relations, Process Improvement, Sales, Microsoft Office
Education
Keltenbad, Bad Sulzugen, Germany
Holistic Nutrition
Concordia University - River Forest, IL 2002 — 2005
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Cooking & Hospitality Institute of Chicago
Associates, Culinary Arts
DePaul University
BS, Social Sciences
Sith Home 2015 - Present
Wild Nourishment January 2013 - Present
Mess to Success Co July 2011 - Present
Wild Muffin Girl February 2002 - Present
Edward Jones February 2005 - June 2011
CIGNA Property & Casualty Companies 1991 - 1997
Skills
Event Management, Project Management, Account Management, Risk Management, Organizational..., Organizational Design, Organizational Behavior, Organization &..., Risk Assessment, Time Management, Entrepreneurship, Menu Development, Menu Costing, Personal Chef Services, Customer Service, Cooking, Baking, Party Plan, Leadership Development, Public Speaking, Coaching, Strategic Planning, Training, Event Planning, Team Building, Employee Relations, Process Improvement, Sales, Microsoft Office
Education
Keltenbad, Bad Sulzugen, Germany
Holistic Nutrition
Concordia University - River Forest, IL 2002 — 2005
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Cooking & Hospitality Institute of Chicago
Associates, Culinary Arts
DePaul University
BS, Social Sciences
Jack Cahill Jack Cahill's Edward Jones Experience January 2013 - Present
Job Retired GP at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones May 1975 - December 2012
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Series 63, Series 66, Series 24, Series 8, Insurance, Financial Advisor..., Retirement, Uniform Combined State..., Long-term Care, FINRA, IRAs, 401k, Financial Advisory, Human Resource..., Investment Advisory, Mutual Funds, Wealth Management
Education
Doane College 1968 — 1971
Bachelor of Arts (BA), Psychology
Edward Jones January 2013 - Present
Edward Jones May 1975 - December 2012
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Series 63, Series 66, Series 24, Series 8, Insurance, Financial Advisor..., Retirement, Uniform Combined State..., Long-term Care, FINRA, IRAs, 401k, Financial Advisory, Human Resource..., Investment Advisory, Mutual Funds, Wealth Management
Education
Doane College 1968 — 1971
Bachelor of Arts (BA), Psychology
Michelle Deinken Michelle Deinken's Edward Jones Experience November 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones November 2012 - Present
Center for Financial Education October 2004 - November 2012
Education
Dordt College 1989 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Edward Jones November 2012 - Present
Center for Financial Education October 2004 - November 2012
Education
Dordt College 1989 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Nathan Hall Nathan Hall's Edward Jones Experience June 2009 - January 2010
Job Director Intermediary Sales at Diamond Hill Capital Management
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc. August 2013 - Present
Deutsche Bank June 2011 - August 2013
Ziegler March 2010 - June 2011
Edward Jones June 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Education
Denison University 2005 — 2009
Bachelor's degree, Economics
Diamond Hill Capital Management, Inc. August 2013 - Present
Deutsche Bank June 2011 - August 2013
Ziegler March 2010 - June 2011
Edward Jones June 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Education
Denison University 2005 — 2009
Bachelor's degree, Economics
Alexander Reid's Edward Jones Experience 2007 - 2007
Job Principal Recruiting Specialist at inVentiv Health Clinical
Industry Pharmaceuticals
Experience
inVentiv Health Clinical February 2013 - Present
Fairwinds Credit Union 2011 - 2012
Universal Orlando 2010 - 2011
Regions Bank 2008 - 2009
Edward Jones 2007 - 2007
Skills
Recruiting, Sourcing, Talent Intelligence, Operations Training, Screening Resumes, Resume Writing, Quality Auditing, Financials, Quality Assurance, Interviews, Phone Screening, Temporary Placement, Pharmaceutical Industry, Hiring, Customer Service, Biotechnology, Leadership, Onboarding, Training, Human Resources, Applicant Tracking..., Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's Degree, Human Resources Management
DeVry University-Florida 2011 — 2012
Business Management, Business Administration, Management and Operations
inVentiv Health Clinical February 2013 - Present
Fairwinds Credit Union 2011 - 2012
Universal Orlando 2010 - 2011
Regions Bank 2008 - 2009
Edward Jones 2007 - 2007
Skills
Recruiting, Sourcing, Talent Intelligence, Operations Training, Screening Resumes, Resume Writing, Quality Auditing, Financials, Quality Assurance, Interviews, Phone Screening, Temporary Placement, Pharmaceutical Industry, Hiring, Customer Service, Biotechnology, Leadership, Onboarding, Training, Human Resources, Applicant Tracking..., Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's Degree, Human Resources Management
DeVry University-Florida 2011 — 2012
Business Management, Business Administration, Management and Operations
Jessica Kelly Misch Jessica Kelly Misch's Edward Jones Experience October 2007 - October 2009
Job Senior Auditor Regulatory Oversight at CBOE
Industry Financial Services
Experience
CBOE January 2015 - Present
Chicago Board Options Exchange October 2014 - January 2015
Chicago Board Options Exchange July 2013 - October 2014
Chicago Board Options Exchange July 2012 - June 2013
Chicago Board Options Exchange August 2011 - July 2012
Northern Trust July 2010 - August 2011
RBC Wealth Management October 2009 - June 2010
Edward Jones October 2007 - October 2009
Commerce Bank April 2005 - July 2007
Skills
Securities Regulation, Mutual Funds, Hedge Funds, Banking Law, Capital Markets, Corporate Law, Commodity, AML, Alternative Investments, Dodd-Frank, Investment Advisory, Securities, Options, Legal Writing, Legal Compliance, Banking, Finance, Legal Research, Financial Analysis, Risk Management, FINRA, Asset Management, Regulatory Examinations, SEC, Series 7, Wealth Management, Trading Systems, Series 63, Equities, Financial Markets, Derivatives, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
MBA Candidate, Leadership and Change Management; Accounting
University of Missouri-Columbia 2003 — 2007
Bachelor of Science, Finance & Banking
CBOE January 2015 - Present
Chicago Board Options Exchange October 2014 - January 2015
Chicago Board Options Exchange July 2013 - October 2014
Chicago Board Options Exchange July 2012 - June 2013
Chicago Board Options Exchange August 2011 - July 2012
Northern Trust July 2010 - August 2011
RBC Wealth Management October 2009 - June 2010
Edward Jones October 2007 - October 2009
Commerce Bank April 2005 - July 2007
Skills
Securities Regulation, Mutual Funds, Hedge Funds, Banking Law, Capital Markets, Corporate Law, Commodity, AML, Alternative Investments, Dodd-Frank, Investment Advisory, Securities, Options, Legal Writing, Legal Compliance, Banking, Finance, Legal Research, Financial Analysis, Risk Management, FINRA, Asset Management, Regulatory Examinations, SEC, Series 7, Wealth Management, Trading Systems, Series 63, Equities, Financial Markets, Derivatives, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
MBA Candidate, Leadership and Change Management; Accounting
University of Missouri-Columbia 2003 — 2007
Bachelor of Science, Finance & Banking
Courtney Hellinga Courtney Hellinga's Edward Jones Experience October 2010 - June 2011
Job Loan Servicing
Industry Banking
Experience
Iowa Bankers Mortgage Corporation February 2013 - Present
Northwestern Bank February 2012 - February 2013
Interstates June 2011 - February 2012
Edward Jones October 2010 - June 2011
Skills
SharePoint, Multi Tasking, Organization, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Project Management, Customer Service, Time Management, Team Leadership
Education
Dordt College 2009 — 2011
Associate of Arts (A.A.), Administrative Assistant and Secretarial Science, General
Iowa Bankers Mortgage Corporation February 2013 - Present
Northwestern Bank February 2012 - February 2013
Interstates June 2011 - February 2012
Edward Jones October 2010 - June 2011
Skills
SharePoint, Multi Tasking, Organization, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Project Management, Customer Service, Time Management, Team Leadership
Education
Dordt College 2009 — 2011
Associate of Arts (A.A.), Administrative Assistant and Secretarial Science, General
Pat Cox Pat Cox's Edward Jones Experience Vice President Sales and MarketingGLD ProductsSeptember 2006 - February 2014
Job Financial Advisor at Edward Jones
Industry Consumer Goods
Experience
Edward Jones Vice President Sales and MarketingGLD ProductsSeptember 2006 - February 2014
Patrick Cox ands Associates July 1981 - September 2006
Patrick Cox and Associates July 1981 - September 2006
Skills
Cross-functional Team..., Management, B2B, Strategic Planning, Contract Negotiation, Strategy, New Business Development, Marketing, Key Account Management, Operations Management, Selling, Profit, Business Development, Team Leadership, Start-ups, Team Building, Customer Service, Marketing Management, Market Analysis, Sporting Goods, Business Strategy, Merchandising, Retail, Sales Management, P&L Management, Marketing Strategy, Forecasting, Account Management, Sales, Sales Operations, Consumer Products, Pricing, Competitive Analysis, Product Marketing, Product Development, Private Label, Negotiation, Brand Development, Purchasing, Social Media Marketing, Advertising, Inventory Management, Multi-channel Retail, Assortment, Income Statement, Product Management, Coaching, Budgets, Promotions, Market Research
Education
DePaul University
BA, History
Mt. Carmel High School
Northwestern University - Kellogg School of Management
Art of Venturing: Entrepreneurship for the Business person
St. Philip Neri
Edward Jones Vice President Sales and MarketingGLD ProductsSeptember 2006 - February 2014
Patrick Cox ands Associates July 1981 - September 2006
Patrick Cox and Associates July 1981 - September 2006
Skills
Cross-functional Team..., Management, B2B, Strategic Planning, Contract Negotiation, Strategy, New Business Development, Marketing, Key Account Management, Operations Management, Selling, Profit, Business Development, Team Leadership, Start-ups, Team Building, Customer Service, Marketing Management, Market Analysis, Sporting Goods, Business Strategy, Merchandising, Retail, Sales Management, P&L Management, Marketing Strategy, Forecasting, Account Management, Sales, Sales Operations, Consumer Products, Pricing, Competitive Analysis, Product Marketing, Product Development, Private Label, Negotiation, Brand Development, Purchasing, Social Media Marketing, Advertising, Inventory Management, Multi-channel Retail, Assortment, Income Statement, Product Management, Coaching, Budgets, Promotions, Market Research
Education
DePaul University
BA, History
Mt. Carmel High School
Northwestern University - Kellogg School of Management
Art of Venturing: Entrepreneurship for the Business person
St. Philip Neri
Ashley Kleinhans Ashley Kleinhans's Edward Jones Experience August 2014 - Present
Job Financial Advisor at Edward Jones
Industry Health, Wellness and Fitness
Experience
TIAA-CREF June 2015 - Present
Edward Jones August 2014 - Present
Flawless Skin by Ashley March 2011 - August 2014
Eminence Organic Skin Care 2011 - 2013
Indulge Salon & Day Spa October 2005 - February 2011
Avivage Salon & Spa April 2001 - October 2005
Skills
Human Resources, Time Management, Management, Marketing, Sales, Successful Business..., Finance, Business Development, Financial Reporting, Financial Analysis, Series 7, Series 66
Education
Northwood University 2005 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Douglas J Aveda Institute 2003 — 2003
Aesthetican License, Aesthetician/Esthetician and Skin Care Specialist
TIAA-CREF June 2015 - Present
Edward Jones August 2014 - Present
Flawless Skin by Ashley March 2011 - August 2014
Eminence Organic Skin Care 2011 - 2013
Indulge Salon & Day Spa October 2005 - February 2011
Avivage Salon & Spa April 2001 - October 2005
Skills
Human Resources, Time Management, Management, Marketing, Sales, Successful Business..., Finance, Business Development, Financial Reporting, Financial Analysis, Series 7, Series 66
Education
Northwood University 2005 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Douglas J Aveda Institute 2003 — 2003
Aesthetican License, Aesthetician/Esthetician and Skin Care Specialist
Timothy Criss Timothy Criss's Edward Jones Experience December 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2009 - Present
Northwestern Mutual 2008 - 2009
World Savings 2003 - 2008
Skills
Series 7, 401k, Investment Advisory, Investments, Asset Allocation, Estate Planning, Business Analysis, Business Planning, Retirement Planning, Financial Services
Education
California State University-Sacramento 1994 — 1997
B.A.
Bishop O'Dowd
Diablo Valley College
Diablo Valley College
Diablo Valley College
Edward Jones December 2009 - Present
Northwestern Mutual 2008 - 2009
World Savings 2003 - 2008
Skills
Series 7, 401k, Investment Advisory, Investments, Asset Allocation, Estate Planning, Business Analysis, Business Planning, Retirement Planning, Financial Services
Education
California State University-Sacramento 1994 — 1997
B.A.
Bishop O'Dowd
Diablo Valley College
Diablo Valley College
Diablo Valley College
Jeremy Dunham Jeremy Dunham's Edward Jones Experience May 2000 - February 2001
Job Member at Architectural Specialties, Ltd.
Industry Building Materials
Experience
Architectural Specialties, Ltd. February 2013 - Present
GE Corporate April 2008 - January 2013
UPS Airlines, Inc. August 2001 - March 2008
Edward Jones May 2000 - February 2001
Skills
Precast Concrete, Natural Stone, Streetscape, Hardscape, LEED projects, Green Building, Construction, Construction Accounting, Building Materials, Flooring
Education
Indiana University-Southeast 2001 — 2004
MBA, Business Administration
Denison University 1996 — 2000
BA, Economics
Watkins Memorial High School 1993 — 1996
Architectural Specialties, Ltd. February 2013 - Present
GE Corporate April 2008 - January 2013
UPS Airlines, Inc. August 2001 - March 2008
Edward Jones May 2000 - February 2001
Skills
Precast Concrete, Natural Stone, Streetscape, Hardscape, LEED projects, Green Building, Construction, Construction Accounting, Building Materials, Flooring
Education
Indiana University-Southeast 2001 — 2004
MBA, Business Administration
Denison University 1996 — 2000
BA, Economics
Watkins Memorial High School 1993 — 1996
Olga Marquette Olga Marquette's Edward Jones Experience September 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Statewide Bank March 2004 - April 2008
Hancock Bank March 2001 - March 2004
Bank One / First NBC April 1979 - March 2001
Skills
Life & Health Licenses, Spanish-speaking, 29 Years Banking..., Typing & Computer..., Sales Oriented, Member of the North..., Graduate of Leadership..., Finance, Loans, Customer Service, Sales, Banking, Small Business
Education
Delgado Community College 1984 — 1987
Court Reporting/Court Reporter
University of New Orleans 1979 — 1981
Edward Jones September 2008 - Present
Statewide Bank March 2004 - April 2008
Hancock Bank March 2001 - March 2004
Bank One / First NBC April 1979 - March 2001
Skills
Life & Health Licenses, Spanish-speaking, 29 Years Banking..., Typing & Computer..., Sales Oriented, Member of the North..., Graduate of Leadership..., Finance, Loans, Customer Service, Sales, Banking, Small Business
Education
Delgado Community College 1984 — 1987
Court Reporting/Court Reporter
University of New Orleans 1979 — 1981
Bill Cieslewicz Bill Cieslewicz's Edward Jones Experience February 2014 - December 2014
Job Director of Talent and Leadership at ChickfilA Springdale
Industry Restaurants
Experience
Chick-fil-A Springdale December 2014 - Present
Edward Jones February 2014 - December 2014
Cieslewicz Corporate Communicators September 2013 - May 2014
Cincinnati Enquirer April 1989 - August 2013
Reno Gazette-Journal April 1985 - March 1989
Gannett News Service August 1986 - December 1986
Skills
Editing, Newspaper, Newspapers, Storytelling, Strategic Communications, AP Style, News Writing, Journalism, Copy Editing, Publications, Publishing, Blogging, Press Releases, New Media, Headline Writing, Web Content, Proofreading, Online Journalism, Editorial, Feature Articles, Fact-checking, Magazines, Breaking News, Media Relations, Publicity, Newsletters, Public Relations, Management, Social Media, Internal Communications, Video, Digital Media, Content Development, Copywriting, Content Strategy, Creative Direction, Multimedia, Computer-assisted..., Investigative Reporting, Content Management, Books, Facebook, Corporate Communications, Crisis Communications, Broadcast Journalism, Speech Writing, Web Content Management, Pagination, Sports Writing, QuarkXPress
Education
Drake University 1977 — 1981
Bachelor's, Journalism
Chick-fil-A Springdale December 2014 - Present
Edward Jones February 2014 - December 2014
Cieslewicz Corporate Communicators September 2013 - May 2014
Cincinnati Enquirer April 1989 - August 2013
Reno Gazette-Journal April 1985 - March 1989
Gannett News Service August 1986 - December 1986
Skills
Editing, Newspaper, Newspapers, Storytelling, Strategic Communications, AP Style, News Writing, Journalism, Copy Editing, Publications, Publishing, Blogging, Press Releases, New Media, Headline Writing, Web Content, Proofreading, Online Journalism, Editorial, Feature Articles, Fact-checking, Magazines, Breaking News, Media Relations, Publicity, Newsletters, Public Relations, Management, Social Media, Internal Communications, Video, Digital Media, Content Development, Copywriting, Content Strategy, Creative Direction, Multimedia, Computer-assisted..., Investigative Reporting, Content Management, Books, Facebook, Corporate Communications, Crisis Communications, Broadcast Journalism, Speech Writing, Web Content Management, Pagination, Sports Writing, QuarkXPress
Education
Drake University 1977 — 1981
Bachelor's, Journalism
Ted Stazak, CPA Ted Stazak, CPA's Edward Jones Experience November 2012 - Present
Job
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Meister Media Worldwide July 2011 - November 2012
Victory Media March 2007 - June 2011
Journal Register Company 2005 - 2007
The Vindicator Printing company 1998 - 2005
Thomson Newspapers 1985 - 1998
Army National Guard April 1984 - April 1990
Education
Youngstown State University 1998 — 2001
B.S. Business Administration
Wilmington University 1997 — 1998
Delaware Technical and Community College-Owens 1997 — 1998
Kent State University at Salem 1988 — 1989
Kent State University at Stark 1985 — 1986
Edward Jones November 2012 - Present
Meister Media Worldwide July 2011 - November 2012
Victory Media March 2007 - June 2011
Journal Register Company 2005 - 2007
The Vindicator Printing company 1998 - 2005
Thomson Newspapers 1985 - 1998
Army National Guard April 1984 - April 1990
Education
Youngstown State University 1998 — 2001
B.S. Business Administration
Wilmington University 1997 — 1998
Delaware Technical and Community College-Owens 1997 — 1998
Kent State University at Salem 1988 — 1989
Kent State University at Stark 1985 — 1986
Elisa Batteast Elisa Batteast's Edward Jones Experience May 2006 - April 2012
Job Office Administration at AnheuserBusch IBS
Industry Information Technology and Services
Experience
Anheuser-Busch IBS April 2012 - Present
Edward Jones May 2006 - April 2012
US Navy Reserves April 2000 - July 2005
US Navy July 1994 - December 1997
Skills
Process Improvement
Education
Webster University 2009 — 2012
Master of Business Administration (MBA)
DeVry University
Bachelor of Applied Science (BASc), Technical Management
Anheuser-Busch IBS April 2012 - Present
Edward Jones May 2006 - April 2012
US Navy Reserves April 2000 - July 2005
US Navy July 1994 - December 1997
Skills
Process Improvement
Education
Webster University 2009 — 2012
Master of Business Administration (MBA)
DeVry University
Bachelor of Applied Science (BASc), Technical Management
Clarence Johnson Clarence Johnson's Edward Jones Experience June 2012 - Present
Job Technical Lecturer at St. Louis University Workforce Center
Industry Computer Networking
Experience
Edward Jones June 2012 - Present
St. Louis University - Workforce Center January 2013 - Present
Johnson Computer Technologies, Inc January 2009 - June 2012
Johnson County Community College January 2006 - June 2012
Washington University January 2003 - June 2012
Techies Teaching Techies 2005 - 2010
100 Black Men of St. Louis 2005 - 2010
Saint louis Unix Users Group 1995 - 2010
University of Missouri - St. Louis January 1991 - January 2009
University of Missouri January 1991 - January 2009
Skills
Linux, Cisco, Security, Unix, Operating Systems, Windows, TCP/IP, Firewalls, XP, Servers, Switches, Network Security, MySQL, CCNP, Perl, PHP, DNS, Hardware, Shell Scripting, Troubleshooting, Apache, HP-UX, Computer Hardware, Routers, CCNA, HTML, OSPF, VoIP, IPS, WAN
Education
University of Phoenix 2006 — 2008
MBA, Business
University of Missouri-Rolla 1990 — 1992
Computer Science
DeVry Institute of Technology 1983 — 1986
BSEET, Electronic Engineering
DeVry University 1983 — 1986
Bachelors of Science, Electronic Engineering Technology; Computer Science
University of Phoenix - St
Masters, Business Administration
Washington University in St. Louis
Edward Jones June 2012 - Present
St. Louis University - Workforce Center January 2013 - Present
Johnson Computer Technologies, Inc January 2009 - June 2012
Johnson County Community College January 2006 - June 2012
Washington University January 2003 - June 2012
Techies Teaching Techies 2005 - 2010
100 Black Men of St. Louis 2005 - 2010
Saint louis Unix Users Group 1995 - 2010
University of Missouri - St. Louis January 1991 - January 2009
University of Missouri January 1991 - January 2009
Skills
Linux, Cisco, Security, Unix, Operating Systems, Windows, TCP/IP, Firewalls, XP, Servers, Switches, Network Security, MySQL, CCNP, Perl, PHP, DNS, Hardware, Shell Scripting, Troubleshooting, Apache, HP-UX, Computer Hardware, Routers, CCNA, HTML, OSPF, VoIP, IPS, WAN
Education
University of Phoenix 2006 — 2008
MBA, Business
University of Missouri-Rolla 1990 — 1992
Computer Science
DeVry Institute of Technology 1983 — 1986
BSEET, Electronic Engineering
DeVry University 1983 — 1986
Bachelors of Science, Electronic Engineering Technology; Computer Science
University of Phoenix - St
Masters, Business Administration
Washington University in St. Louis
Dries Durnez Dries Durnez's Edward Jones Experience September 2013 - April 2015
Job Financial Specialist II at PNC
Industry Financial Services
Experience
PNC April 2015 - Present
Edward Jones September 2013 - April 2015
Survey Sampling International June 2010 - February 2013
suAzio August 2009 - May 2010
Education
Doshisha University 2007 — 2009
Master, Media Studies (journalism)
Kyoto University 2006 — 2006
Intensive language course
University of Leuven 2003 — 2005
Master, Japanology
Kansai University 2002 — 2003
Exchange program, Intensive language course
University of Leuven 2000 — 2002
Bachelor, Japanology
PNC April 2015 - Present
Edward Jones September 2013 - April 2015
Survey Sampling International June 2010 - February 2013
suAzio August 2009 - May 2010
Education
Doshisha University 2007 — 2009
Master, Media Studies (journalism)
Kyoto University 2006 — 2006
Intensive language course
University of Leuven 2003 — 2005
Master, Japanology
Kansai University 2002 — 2003
Exchange program, Intensive language course
University of Leuven 2000 — 2002
Bachelor, Japanology
Steven Werlein Steven Werlein's Edward Jones Experience June 2007 - August 2008
Job Principal, Nevada Connections Academy at Connections Academy
Industry Education Management
Experience
Connections Academy July 2013 - Present
Orenda Charter/Gateway Schools July 2009 - July 2013
Henry Ford Academy:Power House High August 2008 - July 2009
Edward Jones June 2007 - August 2008
Menta Group July 2002 - June 2007
Zion Benton Township High School August 1996 - June 2001
Skills
Curriculum Development, Curriculum Design, Educational Leadership, Leadership, Teaching, Educational Technology, Staff Development, Teacher Training, Grant Writing, K-12, Instructional Design, Classroom, Special Education, E-Learning, Adult Education, Public Speaking, Lesson Planning, Charter Schools, Leadership Development, Program Development, Classroom Management, Literacy, ESL
Education
Walden University 2010 — 2013
Ed.D.
National-Louis University 2000 — 2001
CAS (EdS)
DePaul University 1995 — 2000
M.Ed.
DePaul University 1990 — 1995
BA
Connections Academy July 2013 - Present
Orenda Charter/Gateway Schools July 2009 - July 2013
Henry Ford Academy:Power House High August 2008 - July 2009
Edward Jones June 2007 - August 2008
Menta Group July 2002 - June 2007
Zion Benton Township High School August 1996 - June 2001
Skills
Curriculum Development, Curriculum Design, Educational Leadership, Leadership, Teaching, Educational Technology, Staff Development, Teacher Training, Grant Writing, K-12, Instructional Design, Classroom, Special Education, E-Learning, Adult Education, Public Speaking, Lesson Planning, Charter Schools, Leadership Development, Program Development, Classroom Management, Literacy, ESL
Education
Walden University 2010 — 2013
Ed.D.
National-Louis University 2000 — 2001
CAS (EdS)
DePaul University 1995 — 2000
M.Ed.
DePaul University 1990 — 1995
BA
Joey Lovgren Joey Lovgren's Edward Jones Experience January 2002 - September 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Edward Jones January 2002 - September 2011
Education
Keller Graduate School of Management of DeVry University 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
DeVry University-Illinois 1983 — 1986
Bachelor of Science (BS), Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. September 2011 - Present
Edward Jones January 2002 - September 2011
Education
Keller Graduate School of Management of DeVry University 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
DeVry University-Illinois 1983 — 1986
Bachelor of Science (BS), Electrical and Electronics Engineering
Amy Abeln Amy Abeln's Edward Jones Experience December 2012 - Present
Job Experienced Educator
Industry Financial Services
Experience
Edward Jones December 2012 - Present
Sun Times Media September 2007 - December 2012
Associated Colleges of Illinois October 2009 - May 2011
Skills
Customer Service, Analysis, Editing, Copy Editing, Social Media, Proofreading, Blogging, Publications, Content Management, Public Speaking, Microsoft Office, Research, Publishing, Event Planning, Microsoft Word, Leadership, Photography, Digital Media, Microsoft Excel, Journalism, Newspapers, Multimedia
Education
DePaul University 2004 — 2007
M.Ed, Theories of Teaching and Learning
University of Nebraska-Lincoln 1995 — 1997
B.A., English
Edward Jones December 2012 - Present
Sun Times Media September 2007 - December 2012
Associated Colleges of Illinois October 2009 - May 2011
Skills
Customer Service, Analysis, Editing, Copy Editing, Social Media, Proofreading, Blogging, Publications, Content Management, Public Speaking, Microsoft Office, Research, Publishing, Event Planning, Microsoft Word, Leadership, Photography, Digital Media, Microsoft Excel, Journalism, Newspapers, Multimedia
Education
DePaul University 2004 — 2007
M.Ed, Theories of Teaching and Learning
University of Nebraska-Lincoln 1995 — 1997
B.A., English
Hadley Key's Edward Jones Experience June 2009 - August 2010
Job Event Sales Coordinator at Windows on Washington
Industry Events Services
Experience
Windows on Washington Banquets July 2014 - Present
kate spade September 2013 - April 2015
Dielmann Sotheby's International Realty January 2014 - July 2014
WGRE 91.5 FM May 2011 - February 2013
Bethany Christian Trust June 2012 - July 2012
Riverfront Times June 2011 - August 2011
Ignition July 2011 - July 2011
Pattering Paws LLC June 2008 - July 2011
WGRE 91.5 FM August 2010 - January 2011
Edward Jones June 2009 - August 2010
Skills
Advertising, Graphic Design, Marketing, Radio, Event Planning, Social Media, Facebook, Time Management, Social Networking, Public Relations, Press Releases, Editing, Social Media Marketing, Blogging, Microsoft Office
Education
DePauw University 2009 — 2013
Bachelor of Arts (B.A.), Communications
Whitfield School 2003 — 2009
High School
Windows on Washington Banquets July 2014 - Present
kate spade September 2013 - April 2015
Dielmann Sotheby's International Realty January 2014 - July 2014
WGRE 91.5 FM May 2011 - February 2013
Bethany Christian Trust June 2012 - July 2012
Riverfront Times June 2011 - August 2011
Ignition July 2011 - July 2011
Pattering Paws LLC June 2008 - July 2011
WGRE 91.5 FM August 2010 - January 2011
Edward Jones June 2009 - August 2010
Skills
Advertising, Graphic Design, Marketing, Radio, Event Planning, Social Media, Facebook, Time Management, Social Networking, Public Relations, Press Releases, Editing, Social Media Marketing, Blogging, Microsoft Office
Education
DePauw University 2009 — 2013
Bachelor of Arts (B.A.), Communications
Whitfield School 2003 — 2009
High School
Steve Ciaccio, MBA, CPA Steve Ciaccio, MBA, CPA's Edward Jones Experience October 2008 - November 2010
Job Certified Public Accountant at Ciaccio Accounting and Wealth Advisor at Ciaccio Wealth Management, Ltd.
Industry Financial Services
Experience
Ciaccio Wealth Management, Ltd. June 2013 - Present
Ciaccio Accounting June 2012 - Present
LPL Financial November 2010 - June 2013
Edward Jones October 2008 - November 2010
NationaLease Purchasing Corporation 2000 - 2003
Sirva Relocation 1986 - 2000
Allied Van Lines 1986 - 2000
Allied Van Lines 1986 - 2000
Skills
Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Finance, Financial Analysis, Credit, Budgets, Strategic Planning, Cash Management, Securities, Investments, Long-term Care, Insurance, FINRA, Small Business, Investment Advisory, Financial Modeling, Retirement, Accounting, Bookkeeping, QuickBooks, QuickBooks ProAdvisor, Certified Public..., CPA
Education
DePaul University 1986 — 1988
MBA, Finance
Illinois State University 1984 — 1985
Bachelor of Science, Finance
Ciaccio Wealth Management, Ltd. June 2013 - Present
Ciaccio Accounting June 2012 - Present
LPL Financial November 2010 - June 2013
Edward Jones October 2008 - November 2010
NationaLease Purchasing Corporation 2000 - 2003
Sirva Relocation 1986 - 2000
Allied Van Lines 1986 - 2000
Allied Van Lines 1986 - 2000
Skills
Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Finance, Financial Analysis, Credit, Budgets, Strategic Planning, Cash Management, Securities, Investments, Long-term Care, Insurance, FINRA, Small Business, Investment Advisory, Financial Modeling, Retirement, Accounting, Bookkeeping, QuickBooks, QuickBooks ProAdvisor, Certified Public..., CPA
Education
DePaul University 1986 — 1988
MBA, Finance
Illinois State University 1984 — 1985
Bachelor of Science, Finance
Jared Kramer Jared Kramer's Edward Jones Experience June 2015 - August 2015
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
IHSAA/IHSGAU November 2012 - Present
Edward Jones June 2015 - August 2015
Finnemore/Harris Moving June 2013 - August 2013
K & S Financial Services June 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Time Management, Leadership, Accountability, Management Accounting, Financial Analysis, Social Media, Communication, Marketing, People Skills, Public Speaking, Social Networking, Sales
Education
Iowa State University 2014 — 2016
Bachelor of Science, Finance, Junior
Des Moines Area Community College 2012 — 2014
Business Administration-AA, Business Administration and Management, General
IHSAA/IHSGAU November 2012 - Present
Edward Jones June 2015 - August 2015
Finnemore/Harris Moving June 2013 - August 2013
K & S Financial Services June 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Time Management, Leadership, Accountability, Management Accounting, Financial Analysis, Social Media, Communication, Marketing, People Skills, Public Speaking, Social Networking, Sales
Education
Iowa State University 2014 — 2016
Bachelor of Science, Finance, Junior
Des Moines Area Community College 2012 — 2014
Business Administration-AA, Business Administration and Management, General
Carrie Cortez Carrie Cortez's Edward Jones Experience January 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
AT&T April 2012 - Present
AT&T April 2012 - Present
AT&T Mobility June 2006 - February 2014
Cingular Wireless March 2004 - February 2006
Skills
Call Centers, Cold Calling, Customer Retention, Direct Sales, Leadership, Mobile Devices, Sales, Sales Management, Sales Operations, Sales Process, Telecommunications, Wireless, CRM, Solution Selling, Customer Experience
Education
Del Mar College
Edward Jones January 2014 - Present
AT&T April 2012 - Present
AT&T April 2012 - Present
AT&T Mobility June 2006 - February 2014
Cingular Wireless March 2004 - February 2006
Skills
Call Centers, Cold Calling, Customer Retention, Direct Sales, Leadership, Mobile Devices, Sales, Sales Management, Sales Operations, Sales Process, Telecommunications, Wireless, CRM, Solution Selling, Customer Experience
Education
Del Mar College
Paul Jervey Paul Jervey's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Diamond State Financial Group July 2009 - February 2012
New York Life Insurance Company January 2008 - June 2009
ING DIRECT June 2004 - August 2008
Skills
Financial Strategies, Wealth Management, Life, Disability & Long..., Leadership, Public Speaking, Customer Service, Team Building, Strategic Planning, Insurance, Risk Management, Financial Analysis, Estate Planning, Microsoft Office
Education
Delaware State University
Edward Jones March 2012 - Present
Diamond State Financial Group July 2009 - February 2012
New York Life Insurance Company January 2008 - June 2009
ING DIRECT June 2004 - August 2008
Skills
Financial Strategies, Wealth Management, Life, Disability & Long..., Leadership, Public Speaking, Customer Service, Team Building, Strategic Planning, Insurance, Risk Management, Financial Analysis, Estate Planning, Microsoft Office
Education
Delaware State University
William D'Auria William D'Auria's Edward Jones Experience November 2008 - February 2012
Job Individual Support Assistant at Easter Seals Midwest
Industry Facilities Services
Experience
Saint Louis County Board of Election August 2014 - Present
Easter Seals Midwest June 2014 - Present
Novitex Enterprise Solutions May 2012 - April 2014
Edward Jones November 2008 - February 2012
Edward Jones November 1989 - October 2008
Edward Jones July 1980 - October 1989
Skills
Customer Service, Time Management, Blogging, Training, Leadership, Microsoft Office, Microsoft Excel, Research, Coaching, Employee Relations, Leadership Development, Social Networking, Inventory Management, Public Speaking, Budgets, Event Planning, Physical Inventory, Editing, PowerPoint, Marketing, Nonprofits, Team Building, Teamwork, Microsoft Office 2007, Projects, Insurance, Recruiting, Sales, Strategic Planning, Fundraising, Data Analysis, Event Management, Human Resources, Community Outreach, Public Relations, Excel, Mathematics, Phone Etiquette, Inter-personal, research for projects, Microsoft Word, Microsoft Outlook, Outlook, Administration, Staff Development, Social Media
Education
Maryville University of Saint Louis 1988 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
Doane College 1976 — 1980
Bachelor of Arts (BA), Public Administration
Saint Louis County Board of Election August 2014 - Present
Easter Seals Midwest June 2014 - Present
Novitex Enterprise Solutions May 2012 - April 2014
Edward Jones November 2008 - February 2012
Edward Jones November 1989 - October 2008
Edward Jones July 1980 - October 1989
Skills
Customer Service, Time Management, Blogging, Training, Leadership, Microsoft Office, Microsoft Excel, Research, Coaching, Employee Relations, Leadership Development, Social Networking, Inventory Management, Public Speaking, Budgets, Event Planning, Physical Inventory, Editing, PowerPoint, Marketing, Nonprofits, Team Building, Teamwork, Microsoft Office 2007, Projects, Insurance, Recruiting, Sales, Strategic Planning, Fundraising, Data Analysis, Event Management, Human Resources, Community Outreach, Public Relations, Excel, Mathematics, Phone Etiquette, Inter-personal, research for projects, Microsoft Word, Microsoft Outlook, Outlook, Administration, Staff Development, Social Media
Education
Maryville University of Saint Louis 1988 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
Doane College 1976 — 1980
Bachelor of Arts (BA), Public Administration
Cyndi Anaya Cyndi Anaya's Edward Jones Experience September 2002 - April 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
Vanguard July 2008 - August 2010
AIG April 2006 - July 2008
Edward Jones September 2002 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Investments, Capital Markets, Banking, Financial Analysis, Mutual Funds, Series 7, Customer Relations, Securities, Asset Management, Bonds, Excel, Asset Allocation, Options, Customer Service, Derivatives, Trading, Risk Management, PowerPoint, Word, Financial Markets, Microsoft Office, Coaching, Microsoft Word, Wealth Management, Investment Advisory, Microsoft Excel
Education
DeVry University 2001 — 2004
Bachelor, Information Technology
Vanguard July 2008 - August 2010
AIG April 2006 - July 2008
Edward Jones September 2002 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Investments, Capital Markets, Banking, Financial Analysis, Mutual Funds, Series 7, Customer Relations, Securities, Asset Management, Bonds, Excel, Asset Allocation, Options, Customer Service, Derivatives, Trading, Risk Management, PowerPoint, Word, Financial Markets, Microsoft Office, Coaching, Microsoft Word, Wealth Management, Investment Advisory, Microsoft Excel
Education
DeVry University 2001 — 2004
Bachelor, Information Technology
Mario Frisella Mario Frisella's Edward Jones Experience January 2006 - September 2009
Job Financial Advisor at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler Wealth Management August 2010 - Present
Wilow Creeek Church 1998 - 2011
Rotary International 2009 - 2010
Edward Jones January 2006 - September 2009
The Golf Connection March 1984 - November 2004
Skills
Retirement Planning, Wealth Management, 401k Rollovers
Education
DePaul University 1974 — 1978
B. A., Economics
Notre Dame H. S.
Ziegler Wealth Management August 2010 - Present
Wilow Creeek Church 1998 - 2011
Rotary International 2009 - 2010
Edward Jones January 2006 - September 2009
The Golf Connection March 1984 - November 2004
Skills
Retirement Planning, Wealth Management, 401k Rollovers
Education
DePaul University 1974 — 1978
B. A., Economics
Notre Dame H. S.
Jillian Holly Jillian Holly's Edward Jones Experience August 2006 - March 2009
Job Financial Advisor with the Hartman Curio Group at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management January 2012 - Present
Morgan Stanley Smith Barney May 2009 - January 2012
Edward Jones August 2006 - March 2009
European Parliament January 2006 - May 2006
Robert Morris University, Chicago, IL December 2004 - January 2006
French National Education September 2002 - May 2004
Chamber of Commerce September 2002 - May 2004
U.S. Research September 2000 - June 2002
Education
DePaul University
Masters
Southern Illinois University, Carbondale
2 Bachelor of Arts
University of Lausanne
French Certificate
UBS Wealth Management January 2012 - Present
Morgan Stanley Smith Barney May 2009 - January 2012
Edward Jones August 2006 - March 2009
European Parliament January 2006 - May 2006
Robert Morris University, Chicago, IL December 2004 - January 2006
French National Education September 2002 - May 2004
Chamber of Commerce September 2002 - May 2004
U.S. Research September 2000 - June 2002
Education
DePaul University
Masters
Southern Illinois University, Carbondale
2 Bachelor of Arts
University of Lausanne
French Certificate
Brian W. Riley Brian W. Riley's Edward Jones Experience 1983 - 1984
Job Vice President Product Sales at Bank of America Merrill Lynch | Global Banking and Markets
Industry Financial Services
Experience
Bank of America Merrill Lynch Global Banking & Markets March 2015 - Present
Commercial Banking Financial Institution July 2014 - February 2015
Fifth Third Bank April 2007 - June 2014
Wells Fargo February 2004 - March 2007
Mizuho Corporate Bank January 1986 - March 2003
American National Bank & Trust Co. of Chicago 1984 - 1985
Edward Jones 1983 - 1984
Skills
Letters Of Credit, Banking, Investments, Payments, EFT, Derivatives, Commercial Banking, Credit, Financial Services, Relationship Management, Financial Institutions, Fixed Income, Funding, Credit Analysis, Letters of Credit, Treasury Management, Management, Portfolio Management, Cash Management, Capital Markets, Financial Structuring, Underwriting, Commercial Lending, Loans
Education
Washington University in St. Louis
Master of Business Administration (M.B.A.), Capital Markets Banking Corporate Finance
DePauw University
BA, Economics
Greencastle High School
Bank of America Merrill Lynch Global Banking & Markets March 2015 - Present
Commercial Banking Financial Institution July 2014 - February 2015
Fifth Third Bank April 2007 - June 2014
Wells Fargo February 2004 - March 2007
Mizuho Corporate Bank January 1986 - March 2003
American National Bank & Trust Co. of Chicago 1984 - 1985
Edward Jones 1983 - 1984
Skills
Letters Of Credit, Banking, Investments, Payments, EFT, Derivatives, Commercial Banking, Credit, Financial Services, Relationship Management, Financial Institutions, Fixed Income, Funding, Credit Analysis, Letters of Credit, Treasury Management, Management, Portfolio Management, Cash Management, Capital Markets, Financial Structuring, Underwriting, Commercial Lending, Loans
Education
Washington University in St. Louis
Master of Business Administration (M.B.A.), Capital Markets Banking Corporate Finance
DePauw University
BA, Economics
Greencastle High School
Fred Cadena Fred Cadena's Edward Jones Experience January 2002 - March 2004
Job Problem Finder | Business Strategist | Data Scientist | CRM Solutions Architect | Salesforce Certified | Philanthropist
Industry Information Technology and Services
Experience
Cloud Sherpas January 2015 - Present
OptionsXpress March 2004 - January 2015
Edward Jones January 2002 - March 2004
Providian Financial December 2000 - December 2001
Excell Agent Services August 1999 - November 2001
Global Research & Recovery August 1997 - August 1999
Skills
Data Science, Strategy, Problem Solving, Problem Identification, Salesforce.com..., Salesforce.com..., Machine Learning, Leadership, Marketing Strategy, Start-ups, Risk Management, Forecasting, Fundraising, Management, Staff Development, Marketing, Options, Finance, Social Media, Strategic Thinking, Leadership Development, Business Development, Building Relationships, Customer Service, Financial Analysis, Equities, Human Resources, Strategic Financial..., Derivatives, Budgets, Non-profit Boards, Financial Modeling, Financial Markets, Series 7, Problem Management, Project Management, CRM, Consulting, Analytics, SaaS, Business Analysis, Salesforce.com, Business Intelligence, Cloud Computing, Change Management, Program Management
Education
Northwestern University 2014 — 2015
Master of Science (MS), Predictive Analytics
The Johns Hopkins University 2014 — 2015
Specialization Certificate, Data Science
Udacity 2014 — 2015
Data Analyst Nanodegree, Data Scieence
DePaul University
Project Management
Eastern Oregon University
Bachelor of Science (B.S.), Marketing & International Business
Cloud Sherpas January 2015 - Present
OptionsXpress March 2004 - January 2015
Edward Jones January 2002 - March 2004
Providian Financial December 2000 - December 2001
Excell Agent Services August 1999 - November 2001
Global Research & Recovery August 1997 - August 1999
Skills
Data Science, Strategy, Problem Solving, Problem Identification, Salesforce.com..., Salesforce.com..., Machine Learning, Leadership, Marketing Strategy, Start-ups, Risk Management, Forecasting, Fundraising, Management, Staff Development, Marketing, Options, Finance, Social Media, Strategic Thinking, Leadership Development, Business Development, Building Relationships, Customer Service, Financial Analysis, Equities, Human Resources, Strategic Financial..., Derivatives, Budgets, Non-profit Boards, Financial Modeling, Financial Markets, Series 7, Problem Management, Project Management, CRM, Consulting, Analytics, SaaS, Business Analysis, Salesforce.com, Business Intelligence, Cloud Computing, Change Management, Program Management
Education
Northwestern University 2014 — 2015
Master of Science (MS), Predictive Analytics
The Johns Hopkins University 2014 — 2015
Specialization Certificate, Data Science
Udacity 2014 — 2015
Data Analyst Nanodegree, Data Scieence
DePaul University
Project Management
Eastern Oregon University
Bachelor of Science (B.S.), Marketing & International Business
Nicholas Ghanma Nicholas Ghanma's Edward Jones Experience 2012 - 2013
Job Associate at Ziliak Law, LLC
Industry Law Practice
Experience
Ziliak Law, LLC May 2014 - Present
Alpha Architect, LLC June 2013 - June 2014
Edward Jones 2012 - 2013
Mayer Brown May 2010 - January 2012
optionsXpress March 2007 - December 2009
Mayer Brown May 2009 - August 2009
TCF Bank July 2004 - July 2005
Skills
Securities, Legal Research, Litigation, Legal Writing, Corporate Law, Due Diligence, Commercial Litigation, Corporate Governance, Licensing, Mergers & Acquisitions
Education
DePaul University College of Law 2006 — 2010
J.D., Law, Cum Laude
Miami University 2000 — 2004
BS, Finance
St. Ignatius 1996 — 2000
Ziliak Law, LLC May 2014 - Present
Alpha Architect, LLC June 2013 - June 2014
Edward Jones 2012 - 2013
Mayer Brown May 2010 - January 2012
optionsXpress March 2007 - December 2009
Mayer Brown May 2009 - August 2009
TCF Bank July 2004 - July 2005
Skills
Securities, Legal Research, Litigation, Legal Writing, Corporate Law, Due Diligence, Commercial Litigation, Corporate Governance, Licensing, Mergers & Acquisitions
Education
DePaul University College of Law 2006 — 2010
J.D., Law, Cum Laude
Miami University 2000 — 2004
BS, Finance
St. Ignatius 1996 — 2000
Jessica Bury Jessica Bury's Edward Jones Experience June 2010 - November 2011
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - November 2011
Denison University September 2008 - May 2010
Maxim Healthcare Services September 2008 - May 2010
greenGoat June 2009 - August 2009
Education
Denison University 2006 — 2010
Edward Jones June 2010 - November 2011
Denison University September 2008 - May 2010
Maxim Healthcare Services September 2008 - May 2010
greenGoat June 2009 - August 2009
Education
Denison University 2006 — 2010
Rakesh Vijay's Edward Jones Experience July 2001 - October 2008
Job Principal Agent I Financial Advisor I
Industry Financial Services
Experience
Raymond James October 2008 - Present
Edward Jones July 2001 - October 2008
Skills
Wealth Management, Critical Illness, Relationship Management, Strategic Financial..., Management, Wealth, Finance, Securities, Mortgage Lending, Insurance, Retirement Planning, Portfolio Management, Financial Services, Business Strategy, Accounting, Business Development, Disability Insurance, Bonds, Auditing, Business Analysis, Banking, Life Insurance, Asset Management, Business Planning, Loans, Investments, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Strategic Planning, Budgets, Risk Management
Education
M.B.A. 1991 — 1994
M.B.A., Marketing
Raymond James October 2008 - Present
Edward Jones July 2001 - October 2008
Skills
Wealth Management, Critical Illness, Relationship Management, Strategic Financial..., Management, Wealth, Finance, Securities, Mortgage Lending, Insurance, Retirement Planning, Portfolio Management, Financial Services, Business Strategy, Accounting, Business Development, Disability Insurance, Bonds, Auditing, Business Analysis, Banking, Life Insurance, Asset Management, Business Planning, Loans, Investments, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Strategic Planning, Budgets, Risk Management
Education
M.B.A. 1991 — 1994
M.B.A., Marketing
Lillian Kwok Lillian Kwok's Edward Jones Experience June 2013 - Present
Job Branch Office Associate at Edward Jones
Industry Real Estate
Experience
Edward Jones June 2013 - Present
Pacifica First Management September 2009 - June 2013
Award Business Centre September 2005 - June 2008
Skills
Microsoft Word, Account Reconciliation, Microsoft Excel, Accounting, Customer Service, Microsoft Office, Accounts Payable, Accounts Receivable, SEO, QuickBooks, HTML, General Ledger, Event Planning
Education
CPA BC (Candidate) 2015 — 2021
Douglas College 2009 — 2013
Bachelor's Degree, Accounting
Edward Jones June 2013 - Present
Pacifica First Management September 2009 - June 2013
Award Business Centre September 2005 - June 2008
Skills
Microsoft Word, Account Reconciliation, Microsoft Excel, Accounting, Customer Service, Microsoft Office, Accounts Payable, Accounts Receivable, SEO, QuickBooks, HTML, General Ledger, Event Planning
Education
CPA BC (Candidate) 2015 — 2021
Douglas College 2009 — 2013
Bachelor's Degree, Accounting
Kelsey Dentinger Kelsey Dentinger's Edward Jones Experience March 2015 - May 2015
Job Fellow at LEVICK Strategic Communications
Industry Public Relations and Communications
Experience
LEVICK September 2015 - Present
Preservation Action August 2015 - Present
Edward Jones March 2015 - May 2015
KSDK-TV NewsChannel 5 September 2014 - March 2015
Center for Hearing and Speech July 2014 - October 2014
D3TV August 2013 - May 2014
KSDK-TV NewsChannel 5 May 2013 - August 2013
BU News Service January 2013 - May 2013
The Day January 2013 - May 2013
WGRE 91.5 FM August 2011 - January 2013
Skills
Writing, Editing, Journalism, News Writing, Word, Microsoft Word, Final Cut Pro, Research, Social Media, Radio, Microsoft Office, Edius, ENPS, Storytelling, Social Networking, Blogging, Public Speaking, Event Planning, Broadcast
Education
DePauw University 2010 — 2014
Bachelor of Arts (B.A.), Political Broadcast Journalism
Boston University Study Abroad Washington, D.C. 2013 — 2013
Journalism Program
Villa Duchesne High School 2008 — 2010
LEVICK September 2015 - Present
Preservation Action August 2015 - Present
Edward Jones March 2015 - May 2015
KSDK-TV NewsChannel 5 September 2014 - March 2015
Center for Hearing and Speech July 2014 - October 2014
D3TV August 2013 - May 2014
KSDK-TV NewsChannel 5 May 2013 - August 2013
BU News Service January 2013 - May 2013
The Day January 2013 - May 2013
WGRE 91.5 FM August 2011 - January 2013
Skills
Writing, Editing, Journalism, News Writing, Word, Microsoft Word, Final Cut Pro, Research, Social Media, Radio, Microsoft Office, Edius, ENPS, Storytelling, Social Networking, Blogging, Public Speaking, Event Planning, Broadcast
Education
DePauw University 2010 — 2014
Bachelor of Arts (B.A.), Political Broadcast Journalism
Boston University Study Abroad Washington, D.C. 2013 — 2013
Journalism Program
Villa Duchesne High School 2008 — 2010
Christina Cortez Christina Cortez's Edward Jones Experience January 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
West Suburban Bank December 2011 - December 2014
PNC December 2007 - July 2011
First American Bank August 2004 - April 2007
LaSalle Bank April 1988 - July 2004
Skills
Retail Banking, Managing Employees, Customer Service, Performance Management, Conflict Resolution, Administration, Sales Management, Compliance, Recruitment/Retention, Risk Management, Banking, Loans, Credit, Financial Analysis, Management, Credit Analysis
Education
DePaul University 2012 — 2012
Human Resources Generalist, Certificate
Edward Jones January 2015 - Present
West Suburban Bank December 2011 - December 2014
PNC December 2007 - July 2011
First American Bank August 2004 - April 2007
LaSalle Bank April 1988 - July 2004
Skills
Retail Banking, Managing Employees, Customer Service, Performance Management, Conflict Resolution, Administration, Sales Management, Compliance, Recruitment/Retention, Risk Management, Banking, Loans, Credit, Financial Analysis, Management, Credit Analysis
Education
DePaul University 2012 — 2012
Human Resources Generalist, Certificate
John Gallia Jr. CFP® John Gallia Jr. CFP®'s Edward Jones Experience February 2009 - March 2014
Job CERTIFIED FINANCIAL PLANNER™ at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management August 2014 - Present
St. Charles Financial Services, LLC & Webb Insurance March 2014 - June 2014
Edward Jones February 2009 - March 2014
Edward Jones March 2004 - February 2009
Wireless Retail Inc October 2001 - March 2004
Education
Lindenwood University 2004 — 2006
MBA, Business
BA Lindenwood University 2001 — 2003
BA, Business Administration
DePaul University 2009 — 2010
CFP®
Christian Brothers High School (CBC) 1995 — 1999
High School
Four Seasons Wealth Management August 2014 - Present
St. Charles Financial Services, LLC & Webb Insurance March 2014 - June 2014
Edward Jones February 2009 - March 2014
Edward Jones March 2004 - February 2009
Wireless Retail Inc October 2001 - March 2004
Education
Lindenwood University 2004 — 2006
MBA, Business
BA Lindenwood University 2001 — 2003
BA, Business Administration
DePaul University 2009 — 2010
CFP®
Christian Brothers High School (CBC) 1995 — 1999
High School
Michelle Suhar's Edward Jones Experience September 1995 - October 2000
Job Office of Head Start Program Specialist
Industry Government Administration
Experience
HHS January 2015 - Present
Neighborhood Centers Inc. December 2013 - September 2014
STG International, Inc September 2012 - November 2013
Professional Performance Development Group, Inc. September 2007 - September 2012
Contract Consultants, Inc. December 2003 - September 2007
Edward Jones September 1995 - October 2000
Skills
Public Policy, Technical Assistance, Grant Writing, Emergency Management, Legislative Relations, Community Development, Program Management, Government, Programme Governance, Customer Service, Microsoft Office, Nonprofits, Business Process, Government Procurement, Analysis, Training, Research, Human Resources, Leadership, Management, Databases, Proposal Writing, Case Management, Community Outreach, Public Speaking, Leadership Development, Public Health
Education
DeVry University 2014 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Texas 1993 — 1995
Associate's degree, Paralegal
HHS January 2015 - Present
Neighborhood Centers Inc. December 2013 - September 2014
STG International, Inc September 2012 - November 2013
Professional Performance Development Group, Inc. September 2007 - September 2012
Contract Consultants, Inc. December 2003 - September 2007
Edward Jones September 1995 - October 2000
Skills
Public Policy, Technical Assistance, Grant Writing, Emergency Management, Legislative Relations, Community Development, Program Management, Government, Programme Governance, Customer Service, Microsoft Office, Nonprofits, Business Process, Government Procurement, Analysis, Training, Research, Human Resources, Leadership, Management, Databases, Proposal Writing, Case Management, Community Outreach, Public Speaking, Leadership Development, Public Health
Education
DeVry University 2014 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Texas 1993 — 1995
Associate's degree, Paralegal
Michaelene Watson's Edward Jones Experience June 2008 - May 2011
Job Client Services at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group May 2011 - Present
Adopt-A-GI October 2010 - January 2012
Edward Jones June 2008 - May 2011
Chicago Board of Trade May 2006 - December 2007
Chicago Board of Trade December 1996 - May 2004
Skills
PowerPoint, Management, Leadership, Event Planning, Customer Service, Microsoft Office, Team Building, Microsoft Word, Event Management, Microsoft Excel, Marketing, Program Management
Education
DePaul University 2012 — 2014
Kovitz Investment Group May 2011 - Present
Adopt-A-GI October 2010 - January 2012
Edward Jones June 2008 - May 2011
Chicago Board of Trade May 2006 - December 2007
Chicago Board of Trade December 1996 - May 2004
Skills
PowerPoint, Management, Leadership, Event Planning, Customer Service, Microsoft Office, Team Building, Microsoft Word, Event Management, Microsoft Excel, Marketing, Program Management
Education
DePaul University 2012 — 2014
Brian Marturana's Edward Jones Experience June 2009 - August 2009
Job Case Design Consultant at TFG Wealth Management
Industry Financial Services
Experience
TFG Wealth Management October 2014 - Present
ReminderMedia December 2013 - April 2014
Comag Marketing September 2011 - July 2013
Sykes November 2010 - February 2011
Edward Jones June 2009 - August 2009
Education
Dickinson College 2006 — 2010
Bachelor of Arts
Council Rock High School North 2002 — 2006
TFG Wealth Management October 2014 - Present
ReminderMedia December 2013 - April 2014
Comag Marketing September 2011 - July 2013
Sykes November 2010 - February 2011
Edward Jones June 2009 - August 2009
Education
Dickinson College 2006 — 2010
Bachelor of Arts
Council Rock High School North 2002 — 2006
Taylor VanTol's Edward Jones Experience May 2012 - August 2012
Job Development Intern at Prométhée Humanitaire
Industry International Affairs
Experience
Prométhée Humanitaire May 2015 - July 2015
CorkCRM September 2014 - May 2015
Michigan State University August 2014 - May 2015
MSU Women's Alliance November 2012 - May 2015
MSU International Justice Mission August 2013 - April 2014
Au-Pair France June 2013 - August 2013
MSU International Justice Mission September 2012 - May 2013
Edward Jones May 2012 - August 2012
Skills
French, French to English, Management, English Grammar, Writing, Creative Writing, Interpersonal..., Editing, International Relations, Project Management, Social Justice, Social Media, Fundraising, Microsoft Office, Public Speaking
Education
Michigan State University 2012 — 2015
Bachelor’s Degree, International Relations, French, 3.88/4.0
Delta College 2010 — 2012
Associate’s Degree, International/Global Studies, 4.0/4.0
Prométhée Humanitaire May 2015 - July 2015
CorkCRM September 2014 - May 2015
Michigan State University August 2014 - May 2015
MSU Women's Alliance November 2012 - May 2015
MSU International Justice Mission August 2013 - April 2014
Au-Pair France June 2013 - August 2013
MSU International Justice Mission September 2012 - May 2013
Edward Jones May 2012 - August 2012
Skills
French, French to English, Management, English Grammar, Writing, Creative Writing, Interpersonal..., Editing, International Relations, Project Management, Social Justice, Social Media, Fundraising, Microsoft Office, Public Speaking
Education
Michigan State University 2012 — 2015
Bachelor’s Degree, International Relations, French, 3.88/4.0
Delta College 2010 — 2012
Associate’s Degree, International/Global Studies, 4.0/4.0
Dan O'Bryant Dan O'Bryant's Edward Jones Experience 1998 - 2003
Job Board Chairman at Shared Hope International; Fellow at Harvard's Weatherhead Center for International Affairs
Industry Nonprofit Organization Management
Experience
Eickmann Group, LLC 2004 - 2013
The Gathering Non-Denominational Church 2010 - 2011
US Senate Candidate 2003 - 2004
Edward Jones 1998 - 2003
United States Air Force June 1988 - February 1997
Skills
Management, Research, Sales, Leadership, Training
Education
Drake University 1976 — 1979
Juris Doctor (J.D.)
Western Illinois University 1972 — 1976
Bachelor’s Degree
Eickmann Group, LLC 2004 - 2013
The Gathering Non-Denominational Church 2010 - 2011
US Senate Candidate 2003 - 2004
Edward Jones 1998 - 2003
United States Air Force June 1988 - February 1997
Skills
Management, Research, Sales, Leadership, Training
Education
Drake University 1976 — 1979
Juris Doctor (J.D.)
Western Illinois University 1972 — 1976
Bachelor’s Degree
Stephen Bajan II Stephen Bajan II's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Dickinson College August 2009 - May 2013
Dickinson College Republicans December 2011 - April 2013
Dickinson College Yearbook February 2012 - November 2012
Saucon Mutual Insurance Company June 2012 - August 2012
C.F. Martin & Co June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Spanish, PowerPoint, Microsoft Word, Leadership, Business, Business Strategy, Business Planning, Finance, Presentations, Series 7
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), International Business
Nazareth Area High School 2005 — 2009
Edward Jones May 2014 - Present
Dickinson College August 2009 - May 2013
Dickinson College Republicans December 2011 - April 2013
Dickinson College Yearbook February 2012 - November 2012
Saucon Mutual Insurance Company June 2012 - August 2012
C.F. Martin & Co June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Spanish, PowerPoint, Microsoft Word, Leadership, Business, Business Strategy, Business Planning, Finance, Presentations, Series 7
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), International Business
Nazareth Area High School 2005 — 2009
Seymour Loving, CFP® Seymour Loving, CFP®'s Edward Jones Experience October 1999 - November 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Boy Scouts of America 2014 - 2015
Boy Scouts of America 2014 - 2015
Edward Jones October 1999 - November 2011
Imation Europe B.V. July 1996 - July 1999
3M Company 1981 - 1996
Education
DePaul University 1985 — 1987
Masters of Business Administration, Finance
Illinois Institute of Technology 1977 — 1981
Bachelor of Science, Economics
St. Ignatius College Prep 1974 — 1977
Diploma, General curriculum
St. Columbanus School
St. Columbanus School
Ameriprise Financial Services, Inc. November 2011 - Present
Boy Scouts of America 2014 - 2015
Boy Scouts of America 2014 - 2015
Edward Jones October 1999 - November 2011
Imation Europe B.V. July 1996 - July 1999
3M Company 1981 - 1996
Education
DePaul University 1985 — 1987
Masters of Business Administration, Finance
Illinois Institute of Technology 1977 — 1981
Bachelor of Science, Economics
St. Ignatius College Prep 1974 — 1977
Diploma, General curriculum
St. Columbanus School
St. Columbanus School
Mary Beth Molnar Mary Beth Molnar's Edward Jones Experience August 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Mary E Molnar Interior Design May 1997 - 2001
AT&T Business and International Markets 1981 - 1996
Skills
Key Client Relationships, Budgeting & Forecasting, Financial Reporting, Fundraising, New Business Development, Non-profit Volunteering, Public Speaking, Grant Writing, Non-profit Board..., Presenting Proposals, Team Building, Microsoft Excel, Microsoft Word, Teaching, Event Planning, Perception, Community Engagement, Charitable Trusts, Donor Solicitation, Management, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
MIT Executive Business and Technology Program
Purdue University
Bachelor of Science (B.S.), Mathematics
Edward Jones August 2015 - Present
Mary E Molnar Interior Design May 1997 - 2001
AT&T Business and International Markets 1981 - 1996
Skills
Key Client Relationships, Budgeting & Forecasting, Financial Reporting, Fundraising, New Business Development, Non-profit Volunteering, Public Speaking, Grant Writing, Non-profit Board..., Presenting Proposals, Team Building, Microsoft Excel, Microsoft Word, Teaching, Event Planning, Perception, Community Engagement, Charitable Trusts, Donor Solicitation, Management, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
MIT Executive Business and Technology Program
Purdue University
Bachelor of Science (B.S.), Mathematics
Nate Biddick, CFP® Nate Biddick, CFP®'s Edward Jones Experience January 2007 - September 2007
Job Assistant Vice President, Consulting
Industry Financial Services
Experience
1st Global February 2015 - Present
1st Global 2012 - February 2015
1st Global 2009 - June 2012
1st Global 2007 - 2009
Edward Jones January 2007 - September 2007
Skills
Value Proposition..., Goal Development, Leveraging resource..., Practice Management, CPA-Wealth Management, Strategic Planning..., Financial Planning, Public Speaking, Coaching, Writer: feature..., Strategic Financial..., Management, Strategic Planning, Wealth Management, Value Propositions, Leadership, Series 7, Team Building, Financial Advisory, Financial Services, Securities, Life Insurance, Consulting, 401k, Retirement Planning
Education
DePaul University 1992 — 1996
BFA
1st Global February 2015 - Present
1st Global 2012 - February 2015
1st Global 2009 - June 2012
1st Global 2007 - 2009
Edward Jones January 2007 - September 2007
Skills
Value Proposition..., Goal Development, Leveraging resource..., Practice Management, CPA-Wealth Management, Strategic Planning..., Financial Planning, Public Speaking, Coaching, Writer: feature..., Strategic Financial..., Management, Strategic Planning, Wealth Management, Value Propositions, Leadership, Series 7, Team Building, Financial Advisory, Financial Services, Securities, Life Insurance, Consulting, 401k, Retirement Planning
Education
DePaul University 1992 — 1996
BFA
Jerry Callaghan Jerry Callaghan's Edward Jones Experience 2006 - 2010
Job Onsite Business Development Manager at Linde North America
Industry Chemicals
Experience
Linde North America September 2014 - Present
Linde North America February 2012 - September 2014
Morgan Stanley 2010 - 2012
Edward Jones 2006 - 2010
Air Products 1994 - 2006
RPM International Inc. 1988 - 1993
Skills
Negotiation, New Business Development, key account management, Finance, Cross-functional Team..., Business Strategy, Pricing, Forecasting, Process Improvement, Strategic Planning, Key Account Management, Contract Negotiation, Sales, Management, Training, CRM, Product Development, Business Development, Manufacturing, Continuous Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
Marquette University
Bachelor of Science (BS), Mechanical Engineering
Linde North America September 2014 - Present
Linde North America February 2012 - September 2014
Morgan Stanley 2010 - 2012
Edward Jones 2006 - 2010
Air Products 1994 - 2006
RPM International Inc. 1988 - 1993
Skills
Negotiation, New Business Development, key account management, Finance, Cross-functional Team..., Business Strategy, Pricing, Forecasting, Process Improvement, Strategic Planning, Key Account Management, Contract Negotiation, Sales, Management, Training, CRM, Product Development, Business Development, Manufacturing, Continuous Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
Marquette University
Bachelor of Science (BS), Mechanical Engineering
Peggy Hauser Peggy Hauser's Edward Jones Experience December 2006 - October 2011
Job Director of Client Services & Operations and Partner at SAGE Private Wealth Group
Industry Investment Management
Experience
SAGE Private Wealth Group September 2013 - Present
SAGE Private Wealth Group October 2011 - Present
Edward Jones December 2006 - October 2011
American Chartered Bank April 2005 - December 2006
Wheaton Chamber of Commerce September 2002 - April 2005
AT&T November 1983 - May 1990
Skills
Private Client Services, Customer Service, Office Administration, Coordination, Organization
Education
Taylor University 1979 — 1983
BS, Business Systems
DePaul University
SAGE Private Wealth Group September 2013 - Present
SAGE Private Wealth Group October 2011 - Present
Edward Jones December 2006 - October 2011
American Chartered Bank April 2005 - December 2006
Wheaton Chamber of Commerce September 2002 - April 2005
AT&T November 1983 - May 1990
Skills
Private Client Services, Customer Service, Office Administration, Coordination, Organization
Education
Taylor University 1979 — 1983
BS, Business Systems
DePaul University
Lynn Crisp Lynn Crisp's Edward Jones Experience March 2009 - February 2010
Job Conversion Consultant
Industry Information Technology and Services
Experience
American Partners Inc. April 2015 - Present
Xerox Consultant Company, Inc., A Xerox Company September 2012 - November 2014
Anthelio Healthcare Solutions, Inc. (formley PHNS) February 2010 - September 2012
Edward Jones March 2009 - February 2010
Citizens Bank - Flint August 2005 - January 2009
Citizens Bank - Flint August 1996 - August 2005
Citizens Bank - Flint August 1991 - August 1996
Citizens Bank - Flint January 1985 - August 1991
Skills
SQL, Operations Management, Internal Audit, Integration, Coaching, Technical Support, EHR, Software Implementation, CRM, Training, Negotiation, Purchasing, Security, IT Service Management, IT Management, Business Process, Information Technology, Troubleshooting, Outsourcing, Cross-functional Team..., Business Intelligence, PMP, Business Process..., Software Documentation, Project Management, Management, Process Improvement, Visio
Education
Northwood University 2007 — 2009
BBA, Management
Delta College 2011 — 2012
Northwood University - Business Management, HIT Healthcare Management
American Partners Inc. April 2015 - Present
Xerox Consultant Company, Inc., A Xerox Company September 2012 - November 2014
Anthelio Healthcare Solutions, Inc. (formley PHNS) February 2010 - September 2012
Edward Jones March 2009 - February 2010
Citizens Bank - Flint August 2005 - January 2009
Citizens Bank - Flint August 1996 - August 2005
Citizens Bank - Flint August 1991 - August 1996
Citizens Bank - Flint January 1985 - August 1991
Skills
SQL, Operations Management, Internal Audit, Integration, Coaching, Technical Support, EHR, Software Implementation, CRM, Training, Negotiation, Purchasing, Security, IT Service Management, IT Management, Business Process, Information Technology, Troubleshooting, Outsourcing, Cross-functional Team..., Business Intelligence, PMP, Business Process..., Software Documentation, Project Management, Management, Process Improvement, Visio
Education
Northwood University 2007 — 2009
BBA, Management
Delta College 2011 — 2012
Northwood University - Business Management, HIT Healthcare Management
Jerry Van Vliet Jerry Van Vliet's Edward Jones Experience July 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1994 - Present
Skills
Saving for Education, Retirement Planning, Estate Planning, 401k Rollovers, Strategic Financial...
Education
Dordt College
Edward Jones July 1994 - Present
Skills
Saving for Education, Retirement Planning, Estate Planning, 401k Rollovers, Strategic Financial...
Education
Dordt College
Emily Thomason Emily Thomason's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Principal Financial Group September 2007 - July 2014
Jefferies & Co., Inc. December 2006 - June 2007
Jefferies & Co., Inc. October 2005 - December 2006
Bernstein Investment Management and Research January 2004 - September 2005
FM Global June 2003 - January 2004
Bell-Labs, Lucent Technologies December 1997 - May 2003
Skills
Administrative..., Outlook, Concur, Travel Arrangements, Microsoft Office, PeopleSoft, Spreadsheets, File Management, Project Management, Event Planning, Employee Relations, Human Resources, Microsoft Excel, Customer Service, Onboarding, Budgets, Recruiting, Administrative..., Process Improvement, Management, Team Building
Education
Union County College 2001 — 2004
Associates, Business
Des Moines Area Community College 1993 — 1994
Edward Jones July 2014 - Present
Principal Financial Group September 2007 - July 2014
Jefferies & Co., Inc. December 2006 - June 2007
Jefferies & Co., Inc. October 2005 - December 2006
Bernstein Investment Management and Research January 2004 - September 2005
FM Global June 2003 - January 2004
Bell-Labs, Lucent Technologies December 1997 - May 2003
Skills
Administrative..., Outlook, Concur, Travel Arrangements, Microsoft Office, PeopleSoft, Spreadsheets, File Management, Project Management, Event Planning, Employee Relations, Human Resources, Microsoft Excel, Customer Service, Onboarding, Budgets, Recruiting, Administrative..., Process Improvement, Management, Team Building
Education
Union County College 2001 — 2004
Associates, Business
Des Moines Area Community College 1993 — 1994
Sandeep Nigam, CIM® Sandeep Nigam, CIM®'s Edward Jones Experience 2012 - 2013
Job Financial Advisor CIBC Imperial Service
Industry Financial Services
Experience
Edward Jones 2012 - 2013
Investors Group Financial Services Inc. 2011 - 2012
Skills
Strategic Financial..., Retirement, Asset Management, Investments, Mutual Funds, Residential Mortgages, Lines Of Credit, Estate Planning, Risk Management, Term Life Insurance, Permanent Life Insurance, Critical Illness, Financial Planning, Investment Advisory, Portfolio Management, Retirement Planning
Education
Canadian Securities Institute (CSI)
Delhi University
Bachelor's degree, Science
Meerut University
Master of Arts (M.A.), Economics
Seneca College of Applied Arts and Technology
Certificate
Edward Jones 2012 - 2013
Investors Group Financial Services Inc. 2011 - 2012
Skills
Strategic Financial..., Retirement, Asset Management, Investments, Mutual Funds, Residential Mortgages, Lines Of Credit, Estate Planning, Risk Management, Term Life Insurance, Permanent Life Insurance, Critical Illness, Financial Planning, Investment Advisory, Portfolio Management, Retirement Planning
Education
Canadian Securities Institute (CSI)
Delhi University
Bachelor's degree, Science
Meerut University
Master of Arts (M.A.), Economics
Seneca College of Applied Arts and Technology
Certificate
Justin Muir Justin Muir's Edward Jones Experience February 2004 - April 2005
Job Media Manager at 1n3 LLC
Industry Photography
Experience
1n3 LLC March 2015 - Present
Justin Muir Photography LLC June 2009 - Present
Ergotron May 2007 - April 2014
American Express April 2005 - May 2006
Edward Jones February 2004 - April 2005
Skills
Photography, Wedding Photography, Portrait Photography, Event Photography, Sports Photography, Commercial Photography, Adobe Creative Suite, Photoshop, Lightroom, InDesign, Illustrator, Studio Lighting, Low Light Photography, Flash Photography, Process Management, Process Improvement, Post Production, Photo Editor, Blogging, Database Administration, File Management, 2D graphics, 2D art, Digital Photography, Family Photography, Photo Shoot Production, Commercial Product..., Digital Marketing, Product Marketing
Education
DeVry University Phoenix 2002 — 2004
N/A, Business Administration and Management, General
Moon Valley H.S. 2000 — 2003
Diploma, Business/Commerce, General
1n3 LLC March 2015 - Present
Justin Muir Photography LLC June 2009 - Present
Ergotron May 2007 - April 2014
American Express April 2005 - May 2006
Edward Jones February 2004 - April 2005
Skills
Photography, Wedding Photography, Portrait Photography, Event Photography, Sports Photography, Commercial Photography, Adobe Creative Suite, Photoshop, Lightroom, InDesign, Illustrator, Studio Lighting, Low Light Photography, Flash Photography, Process Management, Process Improvement, Post Production, Photo Editor, Blogging, Database Administration, File Management, 2D graphics, 2D art, Digital Photography, Family Photography, Photo Shoot Production, Commercial Product..., Digital Marketing, Product Marketing
Education
DeVry University Phoenix 2002 — 2004
N/A, Business Administration and Management, General
Moon Valley H.S. 2000 — 2003
Diploma, Business/Commerce, General
COLLEEN GAVAGHAN COLLEEN GAVAGHAN's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2012 - Present
St. Juste Management dba Burger King September 2010 - January 2012
Micromentor 2010 - October 2010
CVS Caremark Corporation 2006 - 2009
Paradigm Investments, Franchisee of Quick Serve Restaurants 1990 - 2006
HRCO, Division of Paradigm Investment 1999 - 2002
Burger King 1990 - 1999
Skills
Training, Project Planning, Team Building, Management, Coaching, Strategic Financial..., Customer Retention, Leadership, Start-ups, Small Business, Restaurant Management, Staff Development, Human Resources, Sales, Income Statement, Forecasting, Franchising, Profit, Strategic Planning, Recruiting, Retail, Operations Management, Portfolio Management, Sales Management, P&L Management, Finance, Succession Planning, Auditing, Investments, Customer Service, Restaurants
Education
Delaware State University
Business management
Edward Jones March 2012 - Present
St. Juste Management dba Burger King September 2010 - January 2012
Micromentor 2010 - October 2010
CVS Caremark Corporation 2006 - 2009
Paradigm Investments, Franchisee of Quick Serve Restaurants 1990 - 2006
HRCO, Division of Paradigm Investment 1999 - 2002
Burger King 1990 - 1999
Skills
Training, Project Planning, Team Building, Management, Coaching, Strategic Financial..., Customer Retention, Leadership, Start-ups, Small Business, Restaurant Management, Staff Development, Human Resources, Sales, Income Statement, Forecasting, Franchising, Profit, Strategic Planning, Recruiting, Retail, Operations Management, Portfolio Management, Sales Management, P&L Management, Finance, Succession Planning, Auditing, Investments, Customer Service, Restaurants
Education
Delaware State University
Business management
Jason Vande Brake's Edward Jones Experience July 2007 - September 2012
Job Wealth Advisor at Northwest Wealth Management, LLC
Industry Investment Management
Experience
Northwest Wealth Management, LLC October 2012 - Present
Northwest Wealth Management, LLC October 2012 - Present
Edward Jones July 2007 - September 2012
Iowa Lakes Community College June 2001 - June 2007
Education
Drake University
Northwest Wealth Management, LLC October 2012 - Present
Northwest Wealth Management, LLC October 2012 - Present
Edward Jones July 2007 - September 2012
Iowa Lakes Community College June 2001 - June 2007
Education
Drake University
Bill Paton Bill Paton's Edward Jones Experience June 2005 - January 2011
Job CPA, Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial Member FINRA/SIPC January 2011 - Present
Edward Jones June 2005 - January 2011
US Cellular 1995 - 2004
Skills
Strategic Financial..., Financial Analysis, Accounting, Financial Planners, Retirement Planning, Insurance, 401k, Financial Reporting, Estate Planning, Small Business, Investments, Wealth Management, Risk Management, Financial Modeling, Tax, Portfolio Management, Retirement, Financial Services, Finance, Mutual Funds, Asset Management, Fixed Annuities, Cash Management, Life Insurance, IRAs, Wealth, Long-term Care, Disability Insurance, Mortgage Lending, Buy-sell Agreements, Mergers & Acquisitions, Financial Advisory, Personal Finance, Underwriting, Term Life Insurance, Credit Analysis, CPA, Employee Benefits, Health Insurance, Credit, Long Term Care Insurance, Due Diligence, Relationship Management, Commercial Lending, Financial Risk, Loans, Cash Flow, Banking, Sarbanes-Oxley Act, Treasury Management
Education
DePaul University 1979 — 1982
Bachlors, Accounting
Notre Dame High School
LPL Financial Member FINRA/SIPC January 2011 - Present
Edward Jones June 2005 - January 2011
US Cellular 1995 - 2004
Skills
Strategic Financial..., Financial Analysis, Accounting, Financial Planners, Retirement Planning, Insurance, 401k, Financial Reporting, Estate Planning, Small Business, Investments, Wealth Management, Risk Management, Financial Modeling, Tax, Portfolio Management, Retirement, Financial Services, Finance, Mutual Funds, Asset Management, Fixed Annuities, Cash Management, Life Insurance, IRAs, Wealth, Long-term Care, Disability Insurance, Mortgage Lending, Buy-sell Agreements, Mergers & Acquisitions, Financial Advisory, Personal Finance, Underwriting, Term Life Insurance, Credit Analysis, CPA, Employee Benefits, Health Insurance, Credit, Long Term Care Insurance, Due Diligence, Relationship Management, Commercial Lending, Financial Risk, Loans, Cash Flow, Banking, Sarbanes-Oxley Act, Treasury Management
Education
DePaul University 1979 — 1982
Bachlors, Accounting
Notre Dame High School
Felixsha Abram Felixsha Abram's Edward Jones Experience July 2009 - February 2010
Job Accountant at Veterans Empowerment Organization (VEO)
Industry Accounting
Experience
Veterans Empowerment Organization (VEO) December 2014 - Present
South Country Capital Management October 2012 - October 2014
Edward Jones July 2009 - February 2010
Defense Logistics Agency February 2008 - July 2009
United States Air Force December 2005 - November 2007
United States Air Force November 2004 - December 2005
United States Air Force August 2003 - November 2004
United States Air Force February 2002 - August 2003
Skills
Leadership, Microsoft Excel, Accounts Payable, Financial Analysis, Accounting, Microsoft Office, Peachtree, QuickBooks, Quicken, Team Building, Team Leadership, Team Management, Analysis, Metrics, Variance Analysis, Employee Training, Contract Management, Account Reconciliation, Accounts Receivable, Office Administration, Aquisition, Asset Management, Internal Audit, Bookkeeping, Budgets, Customer Service, Compliance, Supply Chain Management, Data Analysis, Document Management, Managerial Finance, Management, Training, Inventory Management, Business Process..., Auditing, Access, Finance, Financial Reporting, Forecasting, General Ledger, Great Plains Software, Human Resources, Invoicing, Microsoft Word, Payroll, Program Management, SAP, Software Documentation, Tax
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Accounting and Finance Management + CPA
DeVry University-Georgia 2007 — 2011
Bachelor of Science Technical Management, Accounting
Veterans Empowerment Organization (VEO) December 2014 - Present
South Country Capital Management October 2012 - October 2014
Edward Jones July 2009 - February 2010
Defense Logistics Agency February 2008 - July 2009
United States Air Force December 2005 - November 2007
United States Air Force November 2004 - December 2005
United States Air Force August 2003 - November 2004
United States Air Force February 2002 - August 2003
Skills
Leadership, Microsoft Excel, Accounts Payable, Financial Analysis, Accounting, Microsoft Office, Peachtree, QuickBooks, Quicken, Team Building, Team Leadership, Team Management, Analysis, Metrics, Variance Analysis, Employee Training, Contract Management, Account Reconciliation, Accounts Receivable, Office Administration, Aquisition, Asset Management, Internal Audit, Bookkeeping, Budgets, Customer Service, Compliance, Supply Chain Management, Data Analysis, Document Management, Managerial Finance, Management, Training, Inventory Management, Business Process..., Auditing, Access, Finance, Financial Reporting, Forecasting, General Ledger, Great Plains Software, Human Resources, Invoicing, Microsoft Word, Payroll, Program Management, SAP, Software Documentation, Tax
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Accounting and Finance Management + CPA
DeVry University-Georgia 2007 — 2011
Bachelor of Science Technical Management, Accounting
Deric Garcia Deric Garcia's Edward Jones Experience April 1993 - May 1995
Job Branch Manager/Mortgage Loan Officer
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation June 2008 - Present
Imagine Homes, Inc. June 2005 - June 2008
Omni National Bank February 2005 - April 2006
First Horizon Home Loans June 2001 - January 2005
Regions Bank January 1999 - June 2001
First Nation Bank July 1997 - December 1998
SunTrust Bank June 1995 - July 1997
Edward Jones April 1993 - May 1995
Skills
FHA financing, VA loans, First Time Home Buyers, Home Path loans, Renovation loans, Henry County NSP, Refinance, HUD $100 down, Conventional mortgages, Low down payment, Low interest rates, Investment Properties, Second Homes, USDA mortgages, Rural Development loans, USDA, Mortgage, Loans, HUD, Conventional, Home, Purchase, Real Estate, VA, Mortgage Industry, FHA, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination, Counties, Rates, Residential Homes, Vacation Homes, Renovation, Construction Loans, Credit, Sellers, Foreclosures, Short Sales, Investors, REO, Government Loans, Referrals, Certified Mortgage..., Finance, Mortgage Underwriting, Home Equity Loans, Real Estate Financing, Reverse Mortgages
Education
Georgia State University 1997 — 1998
MBA, Finance, 3.43
The University of Georgia 1991 — 1993
BBA, Finance, 3.0
Delta State University 1989 — 1990
Finance, General
University of Alabama 1988 — 1988
Finance, General
Germantown High School 1987 — 1988
High School Diploma, Business/Commerce, General
Lamar High School 1986 — 1987
Fairway Independent Mortgage Corporation June 2008 - Present
Imagine Homes, Inc. June 2005 - June 2008
Omni National Bank February 2005 - April 2006
First Horizon Home Loans June 2001 - January 2005
Regions Bank January 1999 - June 2001
First Nation Bank July 1997 - December 1998
SunTrust Bank June 1995 - July 1997
Edward Jones April 1993 - May 1995
Skills
FHA financing, VA loans, First Time Home Buyers, Home Path loans, Renovation loans, Henry County NSP, Refinance, HUD $100 down, Conventional mortgages, Low down payment, Low interest rates, Investment Properties, Second Homes, USDA mortgages, Rural Development loans, USDA, Mortgage, Loans, HUD, Conventional, Home, Purchase, Real Estate, VA, Mortgage Industry, FHA, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination, Counties, Rates, Residential Homes, Vacation Homes, Renovation, Construction Loans, Credit, Sellers, Foreclosures, Short Sales, Investors, REO, Government Loans, Referrals, Certified Mortgage..., Finance, Mortgage Underwriting, Home Equity Loans, Real Estate Financing, Reverse Mortgages
Education
Georgia State University 1997 — 1998
MBA, Finance, 3.43
The University of Georgia 1991 — 1993
BBA, Finance, 3.0
Delta State University 1989 — 1990
Finance, General
University of Alabama 1988 — 1988
Finance, General
Germantown High School 1987 — 1988
High School Diploma, Business/Commerce, General
Lamar High School 1986 — 1987
David Vari David Vari's Edward Jones Experience October 2008 - February 2012
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
Edward Jones October 2008 - February 2012
Monarch Mortgage May 2008 - October 2008
Bank of America August 2005 - May 2008
Education
Wilmington University 1996 — 1998
MBA, Business, Management, Marketing, and Related Support Services
Wilmington College 1990 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
PNC Investments February 2012 - Present
Edward Jones October 2008 - February 2012
Monarch Mortgage May 2008 - October 2008
Bank of America August 2005 - May 2008
Education
Wilmington University 1996 — 1998
MBA, Business, Management, Marketing, and Related Support Services
Wilmington College 1990 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
Gloria Boyette Pignatiello's Edward Jones Experience January 1996 - October 2008
Job Owner of The Wine Connection
Industry Wine and Spirits
Experience
The Wine Connection February 2011 - Present
Merrill Lynch October 2008 - November 2010
Edward Jones January 1996 - October 2008
Skills
Importer, Sales, Wine
Education
Millsaps College 1995 — 1996
Master of Business Administration (M.B.A.), Financial Planning and Services
Delta State University 1978 — 1980
Bachelor's degree, Business Administration and Management, General
The Wine Connection February 2011 - Present
Merrill Lynch October 2008 - November 2010
Edward Jones January 1996 - October 2008
Skills
Importer, Sales, Wine
Education
Millsaps College 1995 — 1996
Master of Business Administration (M.B.A.), Financial Planning and Services
Delta State University 1978 — 1980
Bachelor's degree, Business Administration and Management, General
Cara Esser, CFA's Edward Jones Experience June 2002 - August 2002
Job CEF Strategist/Senior Analyst Fixed Income Manager Research
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar July 2010 - April 2013
American Association of Individual Investors September 2004 - July 2010
Merrill Lynch June 2003 - August 2003
Edward Jones June 2002 - August 2002
Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, 3.9
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance and Banking, 3.9
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar July 2010 - April 2013
American Association of Individual Investors September 2004 - July 2010
Merrill Lynch June 2003 - August 2003
Edward Jones June 2002 - August 2002
Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, 3.9
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance and Banking, 3.9
Shertina Gillespie's Edward Jones Experience May 2002 - June 2005
Job Leader specializing in CRM, Data Quality & Analysis, and Adult Learning
Industry Financial Services
Experience
MasterCard May 2015 - Present
MasterCard April 2014 - April 2015
MasterCard September 2012 - March 2014
MasterCard April 2011 - September 2012
MasterCard July 2005 - April 2011
Edward Jones May 2002 - June 2005
Edward Jones November 2003 - December 2004
A.G. Edwards & Sons, Inc. June 1999 - April 2002
Skills
Management, Leadership, CRM, Email Marketing, Social Media Marketing, Marketing Communications, Program Management, Strategic Consulting, Public Speaking, Training & Development, Employee Training, Training, Technical Training, Instructional Design, Training Delivery, Process Improvement, Project Management, Business Analysis, Requirements Gathering, Technical Writing, Writing, Software Documentation, Content Development, Documentation, Content Management, Vendor Management, SharePoint, Visio
Education
St. Louis Business Diversity Initiative Fellows Program 2013 — 2014
DePaul University
Customer Relationship Management Certificate, Marketing
Webster University 2001 — 2004
Master of Arts, Media Communications, Communications
University of Missouri-Saint Louis 1996 — 1998
Bachelor of Arts, Mass Communications, cum laude, Public Relations
MasterCard May 2015 - Present
MasterCard April 2014 - April 2015
MasterCard September 2012 - March 2014
MasterCard April 2011 - September 2012
MasterCard July 2005 - April 2011
Edward Jones May 2002 - June 2005
Edward Jones November 2003 - December 2004
A.G. Edwards & Sons, Inc. June 1999 - April 2002
Skills
Management, Leadership, CRM, Email Marketing, Social Media Marketing, Marketing Communications, Program Management, Strategic Consulting, Public Speaking, Training & Development, Employee Training, Training, Technical Training, Instructional Design, Training Delivery, Process Improvement, Project Management, Business Analysis, Requirements Gathering, Technical Writing, Writing, Software Documentation, Content Development, Documentation, Content Management, Vendor Management, SharePoint, Visio
Education
St. Louis Business Diversity Initiative Fellows Program 2013 — 2014
DePaul University
Customer Relationship Management Certificate, Marketing
Webster University 2001 — 2004
Master of Arts, Media Communications, Communications
University of Missouri-Saint Louis 1996 — 1998
Bachelor of Arts, Mass Communications, cum laude, Public Relations
Michael Barczak Michael Barczak's Edward Jones Experience May 2011 - August 2011
Job Portfolio Administrator at Mayflower Advisors
Industry Financial Services
Experience
Mayflower Advisors April 2014 - Present
The Bulfinch Group June 2013 - January 2014
The Bulfinch Group June 2012 - June 2013
Edward Jones May 2011 - August 2011
Skills
Communication, Creative Writing, Creativity, Innovation, Diligent, Highly detail oriented, Leadership, Precise, Confident, Event Planning, Financial Analysis, Employee Benefits, Financial Services, Harmonium, Conflict Resolution, Palm Pilot, Odd Jobs, Critical Thinking, Chickens, Vedic Astrology, Tactfulness, Submarine Cables, Cubicles, Chicken, Casual Games, Pants, Children's Yoga, Thermodynamic Modeling, Buzzsaw, Ice Cream, Sandblasting, Holistic Massage, Socks, Bowtie, Pet Sitting, Gravel, Fire Alarm
Education
Denison University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Mayflower Advisors April 2014 - Present
The Bulfinch Group June 2013 - January 2014
The Bulfinch Group June 2012 - June 2013
Edward Jones May 2011 - August 2011
Skills
Communication, Creative Writing, Creativity, Innovation, Diligent, Highly detail oriented, Leadership, Precise, Confident, Event Planning, Financial Analysis, Employee Benefits, Financial Services, Harmonium, Conflict Resolution, Palm Pilot, Odd Jobs, Critical Thinking, Chickens, Vedic Astrology, Tactfulness, Submarine Cables, Cubicles, Chicken, Casual Games, Pants, Children's Yoga, Thermodynamic Modeling, Buzzsaw, Ice Cream, Sandblasting, Holistic Massage, Socks, Bowtie, Pet Sitting, Gravel, Fire Alarm
Education
Denison University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Roman Berkusenko, MBA's Edward Jones Experience August 2012 - January 2013
Job Registered Sales & Client Service Associate | Personal Financial Planning | Investments | LION | romchik4@hotmail.com
Industry Financial Services
Experience
DePaul University January 2013 - December 2013
Edward Jones August 2012 - January 2013
US Foods July 2008 - August 2012
Wells Fargo & Co. July 2007 - July 2008
CNA Financial Corporation June 2004 - July 2007
Make-A-Wish Foundation January 2004 - May 2004
Morgan Stanley September 2003 - December 2003
Skills
Analysis, Process Improvement, Finance, Leadership, Microsoft Word, Personal Financial..., Investments, Microsoft Office, Microsoft Excel, Personal Finance, Financial Literacy..., Financial Education, Financial Planners, Wealth Management..., Holistic Financial..., Investment Strategies, Financial Management..., Income Protection, Strategic Financial..., Financial Advising, Wealth Management, Financial Advisory, Manage Client..., Investment Analysis, Portfolio Reporting, Investment Portfolio, Client Service Oriented, Client Education, Series 7, Series 66, Illinois Life & Health..., Life & Health Insurance..., Life & Health Licenses, Financial Services, Investment Properties, Morningstar, Morningstar Advisor..., S&P, ThomsonOne, Morningstar Direct, MBA, Microsoft Office 2007, Thompson One, CRM, Mutual Funds, ETFs, Asset Allocation, 401k, Stocks, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Behavioral Finance & Entrepreneurship, 3.97
DePaul University 2000 — 2004
B.S., Finance Honors & E-Business Technology, 3.7
DePaul University January 2013 - December 2013
Edward Jones August 2012 - January 2013
US Foods July 2008 - August 2012
Wells Fargo & Co. July 2007 - July 2008
CNA Financial Corporation June 2004 - July 2007
Make-A-Wish Foundation January 2004 - May 2004
Morgan Stanley September 2003 - December 2003
Skills
Analysis, Process Improvement, Finance, Leadership, Microsoft Word, Personal Financial..., Investments, Microsoft Office, Microsoft Excel, Personal Finance, Financial Literacy..., Financial Education, Financial Planners, Wealth Management..., Holistic Financial..., Investment Strategies, Financial Management..., Income Protection, Strategic Financial..., Financial Advising, Wealth Management, Financial Advisory, Manage Client..., Investment Analysis, Portfolio Reporting, Investment Portfolio, Client Service Oriented, Client Education, Series 7, Series 66, Illinois Life & Health..., Life & Health Insurance..., Life & Health Licenses, Financial Services, Investment Properties, Morningstar, Morningstar Advisor..., S&P, ThomsonOne, Morningstar Direct, MBA, Microsoft Office 2007, Thompson One, CRM, Mutual Funds, ETFs, Asset Allocation, 401k, Stocks, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Behavioral Finance & Entrepreneurship, 3.97
DePaul University 2000 — 2004
B.S., Finance Honors & E-Business Technology, 3.7
Patrick Maguire's Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Consumer Goods
Experience
Edward Jones July 2013 - Present
Spectrum Brands January 2010 - February 2013
Spectrum Brands March 2008 - December 2009
Spectrum Brands July 2005 - February 2008
Conagra Foods 2004 - 2005
Skills
Retirement Planning, Retirement Income..., Estate Planning, Retirement Plan..., Client Education, Life & Health Insurance..., Trust Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA
Southern Illinois University, Carbondale 1992 — 1996
BS
Edward Jones July 2013 - Present
Spectrum Brands January 2010 - February 2013
Spectrum Brands March 2008 - December 2009
Spectrum Brands July 2005 - February 2008
Conagra Foods 2004 - 2005
Skills
Retirement Planning, Retirement Income..., Estate Planning, Retirement Plan..., Client Education, Life & Health Insurance..., Trust Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA
Southern Illinois University, Carbondale 1992 — 1996
BS
Jay Patel, MBA's Edward Jones Experience June 2005 - July 2011
Job Wealth Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Finanical Services, Inc. Member FINRA/SIPC July 2011 - Present
Edward Jones June 2005 - July 2011
Van Kampen Investments June 1999 - July 2005
Skills
Investments, Financial Advisory, Series 7, Securities, Estate Planning, Wealth Management, Series 63, Wealth, Series 65, Asset Allocation, Retirement Planning, Alternative Investments, Estate Tax Planning, Investment Advisory, 401k Rollovers, IRAs, Finance, Investment Strategies, 401k, IRA's, Divorce Planning, Series 6, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2002
Master of Business Administration, Finance
Miami University 1995 — 1999
Bachelor of Science (B.S.), Finance
Glenbard South High School
Raymond James Finanical Services, Inc. Member FINRA/SIPC July 2011 - Present
Edward Jones June 2005 - July 2011
Van Kampen Investments June 1999 - July 2005
Skills
Investments, Financial Advisory, Series 7, Securities, Estate Planning, Wealth Management, Series 63, Wealth, Series 65, Asset Allocation, Retirement Planning, Alternative Investments, Estate Tax Planning, Investment Advisory, 401k Rollovers, IRAs, Finance, Investment Strategies, 401k, IRA's, Divorce Planning, Series 6, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2002
Master of Business Administration, Finance
Miami University 1995 — 1999
Bachelor of Science (B.S.), Finance
Glenbard South High School
Javier Bolante's Edward Jones Experience April 2008 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones April 2008 - Present
Reply March 2005 - December 2006
Education
Dominican University of California 1996 — 2000
Salinas High
Edward Jones April 2008 - Present
Reply March 2005 - December 2006
Education
Dominican University of California 1996 — 2000
Salinas High
Richard Corona's Edward Jones Experience December 2007 - January 2012
Job Senior Manager, Human Resources at Knauf Insulation North America
Industry Building Materials
Experience
Knauf Insulation North America January 2015 - Present
Catholic Relief Services September 2013 - August 2014
McCormick & Company January 2012 - September 2013
Edward Jones December 2007 - January 2012
PepsiCo March 2006 - December 2007
Abbott Laboratories February 1999 - February 2006
Bank One September 1989 - February 1999
Skills
Performance Management, Coaching, Team Building, Succession Planning, Employee Relations, Employee Benefits, Personnel Management, Leadership, Deferred Compensation, Employee Engagement, Human Resources, Talent Acquisition, Program Management, Onboarding, Benefits Administration, Strategic Planning
Education
DePaul University 1992 — 1997
MBA, Human Resources Management
DePaul University 1986 — 1991
Bachelor's degree, Human Resources Management/Personnel Administration, General
DeLaSalle High School 1982 — 1986
High School
Knauf Insulation North America January 2015 - Present
Catholic Relief Services September 2013 - August 2014
McCormick & Company January 2012 - September 2013
Edward Jones December 2007 - January 2012
PepsiCo March 2006 - December 2007
Abbott Laboratories February 1999 - February 2006
Bank One September 1989 - February 1999
Skills
Performance Management, Coaching, Team Building, Succession Planning, Employee Relations, Employee Benefits, Personnel Management, Leadership, Deferred Compensation, Employee Engagement, Human Resources, Talent Acquisition, Program Management, Onboarding, Benefits Administration, Strategic Planning
Education
DePaul University 1992 — 1997
MBA, Human Resources Management
DePaul University 1986 — 1991
Bachelor's degree, Human Resources Management/Personnel Administration, General
DeLaSalle High School 1982 — 1986
High School
Bob DeWoskin's Edward Jones Experience 2000 - 2001
Job Experienced Project Manager and Solution Architect
Industry Insurance
Experience
RGA Technology Partners March 2012 - Present
GMAC Insurance February 2003 - February 2012
Aurora Systems Group 2002 - 2003
Edward Jones 2000 - 2001
CIBER 1993 - 2000
Ernst & Young 1991 - 1992
Forrest Ford Consultants 1986 - 1991
Skills
SDLC, Data Modeling, Data Warehousing, Vendor Management, Agile Methodologies, Enterprise Architecture, Business Intelligence, DB2, ETL, Requirements Gathering, SOA, Business Analysis, IT Strategy, Software Project..., Solution Architecture, Oracle, Integration, Business Requirements, Systems Analysis, Microsoft SQL Server, Application Architecture, Software Development, SQL, Disaster Recovery, Web Services, IT Management, Database Design, Management, Business Process, Databases, Project Portfolio..., PMO, Visio, Testing, Software Documentation, MS Project, Information Technology, User Acceptance Testing, XML, Project Planning, Master Data Management, Data Integration
Education
Drake University 1981 — 1984
B.S., Business, Information Systems
RGA Technology Partners March 2012 - Present
GMAC Insurance February 2003 - February 2012
Aurora Systems Group 2002 - 2003
Edward Jones 2000 - 2001
CIBER 1993 - 2000
Ernst & Young 1991 - 1992
Forrest Ford Consultants 1986 - 1991
Skills
SDLC, Data Modeling, Data Warehousing, Vendor Management, Agile Methodologies, Enterprise Architecture, Business Intelligence, DB2, ETL, Requirements Gathering, SOA, Business Analysis, IT Strategy, Software Project..., Solution Architecture, Oracle, Integration, Business Requirements, Systems Analysis, Microsoft SQL Server, Application Architecture, Software Development, SQL, Disaster Recovery, Web Services, IT Management, Database Design, Management, Business Process, Databases, Project Portfolio..., PMO, Visio, Testing, Software Documentation, MS Project, Information Technology, User Acceptance Testing, XML, Project Planning, Master Data Management, Data Integration
Education
Drake University 1981 — 1984
B.S., Business, Information Systems
Benjamin Weaver, CFP ®'s Edward Jones Experience May 2004 - August 2004
Job Senior Account Executive, VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments March 2009 - March 2010
Driehaus Capital Management October 2007 - November 2008
Fifth Third Securities July 2005 - September 2007
Edward Jones May 2004 - August 2004
Skills
Client Services, FINRA, Finance, Financial Analysis, Investments, Securities, Series 7, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Finance, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Behavioral Finance
University of Dayton 2001 — 2005
Bachelor of Science, Finance
Culver Academy 1997 — 2001
Fidelity Investments 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments March 2009 - March 2010
Driehaus Capital Management October 2007 - November 2008
Fifth Third Securities July 2005 - September 2007
Edward Jones May 2004 - August 2004
Skills
Client Services, FINRA, Finance, Financial Analysis, Investments, Securities, Series 7, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Finance, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Behavioral Finance
University of Dayton 2001 — 2005
Bachelor of Science, Finance
Culver Academy 1997 — 2001
Joseph Klimczak's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones. Series 7, 66 Licenses. Long Term care, Annuties, Life, Health, and Disability.
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Wells Fargo Home Mortgage December 2010 - December 2013
JPMorgan Chase August 2009 - December 2010
SunTrust Mortgage 2007 - 2008
Countrywide Home Loans 2003 - 2007
Cardunal Savings Bank 2001 - 2003
Dream Graphics 1995 - 2000
Skills
Sales Operations, CRM, Leadership, Team Leadership, Customer Service, Recruiting, Investment Properties, Management, Project Management, Mortgage Banking, Banking, Refinance, Mortgage Underwriting, Performance Management, Mortgage Lending, Credit, Marketing, Real Estate, Sales, VA loans, Strategic Planning, Residential Mortgages, FHA financing, Human Resources, Reverse Mortgages, Credit Analysis, USDA, Process Improvement, Risk Management, First Time Home Buyers, Loans, Change Management, P&L Management, FHA, Loan Origination, Financial Services, Selling Skills, Underwriting, Government Loans, Certified Mortgage..., Finance, Business Development, Investments, Portfolio Management, FHA Financing, VA Loans
Education
DePaul University 1990 — 1994
Edward Jones December 2013 - Present
Wells Fargo Home Mortgage December 2010 - December 2013
JPMorgan Chase August 2009 - December 2010
SunTrust Mortgage 2007 - 2008
Countrywide Home Loans 2003 - 2007
Cardunal Savings Bank 2001 - 2003
Dream Graphics 1995 - 2000
Skills
Sales Operations, CRM, Leadership, Team Leadership, Customer Service, Recruiting, Investment Properties, Management, Project Management, Mortgage Banking, Banking, Refinance, Mortgage Underwriting, Performance Management, Mortgage Lending, Credit, Marketing, Real Estate, Sales, VA loans, Strategic Planning, Residential Mortgages, FHA financing, Human Resources, Reverse Mortgages, Credit Analysis, USDA, Process Improvement, Risk Management, First Time Home Buyers, Loans, Change Management, P&L Management, FHA, Loan Origination, Financial Services, Selling Skills, Underwriting, Government Loans, Certified Mortgage..., Finance, Business Development, Investments, Portfolio Management, FHA Financing, VA Loans
Education
DePaul University 1990 — 1994
Jill McDonnell's Edward Jones Experience July 2013 - Present
Job Communications Specialist II at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones July 2013 - Present
Class of 2002 Memorial Scholarship Inc. July 2007 - Present
YMCA of Metropolitan Chicago July 2012 - July 2013
Edelman June 2011 - July 2012
Dream Town Realty/Harpo Productions November 2010 - May 2011
Northwestern Memorial Hospital November 2009 - October 2010
Grenzebach Glier & Associates July 2008 - November 2009
Education
DePaul University 2006 — 2008
Master of Arts (MA), Public Relations, Advertising, and Applied Communication
University of Missouri-Columbia 2002 — 2006
Bachelor, Journalism
Edward Jones July 2013 - Present
Class of 2002 Memorial Scholarship Inc. July 2007 - Present
YMCA of Metropolitan Chicago July 2012 - July 2013
Edelman June 2011 - July 2012
Dream Town Realty/Harpo Productions November 2010 - May 2011
Northwestern Memorial Hospital November 2009 - October 2010
Grenzebach Glier & Associates July 2008 - November 2009
Education
DePaul University 2006 — 2008
Master of Arts (MA), Public Relations, Advertising, and Applied Communication
University of Missouri-Columbia 2002 — 2006
Bachelor, Journalism
Mike Sak's Edward Jones Experience January 2014 - March 2015
Job Business Manager
Industry Financial Services
Experience
The PrivateBank March 2015 - Present
Edward Jones January 2014 - March 2015
Citi May 2012 - January 2014
JPMorgan 2006 - May 2012
J.P. Morgan October 2001 - June 2006
Skills
Banking, Certified Financial..., Series 7, Series 63, Wealth Management, Financial Services, Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Financial Analysis, Equities, Loans, Alternative Investments, Asset Allocation, Risk Management, Asset Managment, Credit Analysis, Securities, Mutual Funds, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation
The PrivateBank March 2015 - Present
Edward Jones January 2014 - March 2015
Citi May 2012 - January 2014
JPMorgan 2006 - May 2012
J.P. Morgan October 2001 - June 2006
Skills
Banking, Certified Financial..., Series 7, Series 63, Wealth Management, Financial Services, Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Financial Analysis, Equities, Loans, Alternative Investments, Asset Allocation, Risk Management, Asset Managment, Credit Analysis, Securities, Mutual Funds, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation
Eric Bertch's Edward Jones Experience September 2003 - May 2004
Job General Manager at Lost Island Waterpark
Industry Human Resources
Experience
Waterloo/Lost Island Waterpark KOA September 2011 - Present
Lost Island Waterpark May 1999 - Present
Lost Island Waterpark 1999 - May 2010
The Living Room, Edinburgh October 2004 - March 2005
Edward Jones September 2003 - May 2004
Skills
Sculpture, Team Motivator, Entrepreneur, Coaching, Event Management, Time Management, Entrepreneurship, Leadership, Team Building, Customer Service, Leadership Development, Event Planning, Marketing, Strategic Planning, Budgets, Sales, Training, Public Speaking
Education
Drake University 2000 — 2004
BA, Marketing/Business Administration
Waterloo/Lost Island Waterpark KOA September 2011 - Present
Lost Island Waterpark May 1999 - Present
Lost Island Waterpark 1999 - May 2010
The Living Room, Edinburgh October 2004 - March 2005
Edward Jones September 2003 - May 2004
Skills
Sculpture, Team Motivator, Entrepreneur, Coaching, Event Management, Time Management, Entrepreneurship, Leadership, Team Building, Customer Service, Leadership Development, Event Planning, Marketing, Strategic Planning, Budgets, Sales, Training, Public Speaking
Education
Drake University 2000 — 2004
BA, Marketing/Business Administration
Lawrence Grzybek's Edward Jones Experience July 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2006 - Present
Skills
Insurance, Wealth Management, Disability Insurance, Strategic Financial..., Investment Strategies, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Finance, Mortgage Lending, Financial Advisory, Credit, Term Life Insurance, Series 7
Education
DePaul University 2004 — 2006
CFP, Financial Planning
Columbia College of MO 1997 — 2001
Bachelor of Science and Busniess Administration (B.S.B.A), Finance and Management
Edward Jones July 2006 - Present
Skills
Insurance, Wealth Management, Disability Insurance, Strategic Financial..., Investment Strategies, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Finance, Mortgage Lending, Financial Advisory, Credit, Term Life Insurance, Series 7
Education
DePaul University 2004 — 2006
CFP, Financial Planning
Columbia College of MO 1997 — 2001
Bachelor of Science and Busniess Administration (B.S.B.A), Finance and Management
Becky Lobosco's Edward Jones Experience April 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2010 - Present
LoBosco & Associates, Inc. January 2009 - April 2010
JP Morgan Chase 2004 - 2008
Bank One 1985 - 2004
Education
DePaul University 2009 — 2009
Certificate
Smith College 2007 — 2007
Certificate
Northwestern University 1996 — 1998
Master of Science
Roosevelt University 1984 — 1986
Bachelor
Edward Jones April 2010 - Present
LoBosco & Associates, Inc. January 2009 - April 2010
JP Morgan Chase 2004 - 2008
Bank One 1985 - 2004
Education
DePaul University 2009 — 2009
Certificate
Smith College 2007 — 2007
Certificate
Northwestern University 1996 — 1998
Master of Science
Roosevelt University 1984 — 1986
Bachelor
Hebron Hawkes's Edward Jones Experience February 2008 - June 2011
Job Sr Analyst, HR Training Administration at MasterCard
Industry Information Technology and Services
Experience
MasterCard July 2015 - Present
Savvis/CenturyLink Technology Solutions/CenturyLink June 2011 - Present
Edward Jones February 2008 - June 2011
Edward Jones March 2005 - February 2008
Edward Jones January 2002 - March 2005
Skills
Training, Learning Management..., Learning Management, E-Learning, Instructional Design, Process Improvement, Project Management, Troubleshooting, Captivate, Blended Learning, Needs Analysis, Instructional Technology, Team Building, Analytic Problem Solving, Thought leadership, Systems Thinking, Data Reconciliation, SaaS, Problem Solving, Leadership, Customer Service
Education
University of Missouri-Saint Louis 2005 — 2005
Computer Science
DeVry University 2004 — 2004
Project Management
MasterCard July 2015 - Present
Savvis/CenturyLink Technology Solutions/CenturyLink June 2011 - Present
Edward Jones February 2008 - June 2011
Edward Jones March 2005 - February 2008
Edward Jones January 2002 - March 2005
Skills
Training, Learning Management..., Learning Management, E-Learning, Instructional Design, Process Improvement, Project Management, Troubleshooting, Captivate, Blended Learning, Needs Analysis, Instructional Technology, Team Building, Analytic Problem Solving, Thought leadership, Systems Thinking, Data Reconciliation, SaaS, Problem Solving, Leadership, Customer Service
Education
University of Missouri-Saint Louis 2005 — 2005
Computer Science
DeVry University 2004 — 2004
Project Management
Preston Meints's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Fixed Annuities, Insurance, Life Insurance, Term Life Insurance
Education
Doane College 1999 — 2003
Edward Jones
Skills
Fixed Annuities, Insurance, Life Insurance, Term Life Insurance
Education
Doane College 1999 — 2003
Agnes Bieniek's Edward Jones Experience January 2001 - March 2005
Job Experienced Hire Recruiting Specialist
Industry Management Consulting
Experience
Deloitte February 2006 - Present
Edward Jones January 2001 - March 2005
Skills
Talent Management, Employee Benefits, Process Improvement
Education
DePaul University
Bachelor of Arts in Business Management, Business Management
Deloitte February 2006 - Present
Edward Jones January 2001 - March 2005
Skills
Talent Management, Employee Benefits, Process Improvement
Education
DePaul University
Bachelor of Arts in Business Management, Business Management
Barbara Dobson's Edward Jones Experience November 1996 - November 1999
Job Special Projects Contractor
Industry Fund-Raising
Experience
Special Projects Contractor May 2010 - Present
Catholic Charities November 2002 - January 2009
SunTrust Securities, Inc. November 1999 - March 2001
Edward Jones November 1996 - November 1999
American Heart Association December 1993 - October 1996
Weight Watchers of Greater Atlanta November 1991 - October 1993
Skills
Public Relations, Strategic Planning, Fundraising, Nonprofits, Leadership, Grants, Grant Writing, Event Management, Blogging, Training, Team Building, Management, Budgets, Business Development, Policy, Marketing, Project Management, Research
Education
Georgia State University 1978 — 1980
BBA, Management
The University of Georgia 1978 — 1978
Journalism, Psychology
Dekalb Community College 1969 — 1971
Journalism, Psychology
Special Projects Contractor May 2010 - Present
Catholic Charities November 2002 - January 2009
SunTrust Securities, Inc. November 1999 - March 2001
Edward Jones November 1996 - November 1999
American Heart Association December 1993 - October 1996
Weight Watchers of Greater Atlanta November 1991 - October 1993
Skills
Public Relations, Strategic Planning, Fundraising, Nonprofits, Leadership, Grants, Grant Writing, Event Management, Blogging, Training, Team Building, Management, Budgets, Business Development, Policy, Marketing, Project Management, Research
Education
Georgia State University 1978 — 1980
BBA, Management
The University of Georgia 1978 — 1978
Journalism, Psychology
Dekalb Community College 1969 — 1971
Journalism, Psychology
Anthony E. Harris, RFC's Edward Jones Experience April 2001 - May 2003
Job Financial Consultant at The Harris Group, LLC
Industry Financial Services
Experience
The Harris Group, LLC November 2004 - Present
Prudential Financial July 2003 - November 2004
Edward Jones April 2001 - May 2003
Aetna August 1995 - January 2001
Skills
Holistic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Life Insurance, Long Term Care Insurance, Health Insurance, Alternative Investments, Investment Advisory
Education
DePaul University 2003 — 2005
Certificate Program, Financial Planning
Northeastern Illinois University
BA, Economics / Political Science
The Harris Group, LLC November 2004 - Present
Prudential Financial July 2003 - November 2004
Edward Jones April 2001 - May 2003
Aetna August 1995 - January 2001
Skills
Holistic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Life Insurance, Long Term Care Insurance, Health Insurance, Alternative Investments, Investment Advisory
Education
DePaul University 2003 — 2005
Certificate Program, Financial Planning
Northeastern Illinois University
BA, Economics / Political Science
Eric McCulloch's Edward Jones Experience April 2015 - Present
Job EdwardJones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Assurant Specialty Property May 2004 - April 2015
Education
Delta State University 1991 — 1994
Bachelor of Science (B.S.)
Edward Jones April 2015 - Present
Assurant Specialty Property May 2004 - April 2015
Education
Delta State University 1991 — 1994
Bachelor of Science (B.S.)
Nicole Strutzel's Edward Jones Experience Operations Manager - DMEMedline IndustriesFebruary 2000 - May 2007
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Operations Manager - DMEMedline IndustriesFebruary 2000 - May 2007
Skills
Small Business
Education
DePaul University
B.A., Communication - Media
Edward Jones Operations Manager - DMEMedline IndustriesFebruary 2000 - May 2007
Skills
Small Business
Education
DePaul University
B.A., Communication - Media
Tory Key's Edward Jones Experience June 2004 - December 2008
Job Employer Recruiting Strategist, Northwestern Career Advancement at Northwestern University
Industry Higher Education
Experience
Northwestern University June 2014 - Present
Northwestern University January 2013 - June 2014
Northwestern University January 2011 - December 2012
Northwestern Medical Faculty Foundation March 2009 - February 2011
Edward Jones June 2004 - December 2008
Skills
Event Planning, Social Networking, Microsoft Excel, Nonprofits, Recruiting, Fundraising, Event Management, Higher Education
Education
DePauw University 2004 — 2008
Bachelor of Arts, Communication
Northwestern University June 2014 - Present
Northwestern University January 2013 - June 2014
Northwestern University January 2011 - December 2012
Northwestern Medical Faculty Foundation March 2009 - February 2011
Edward Jones June 2004 - December 2008
Skills
Event Planning, Social Networking, Microsoft Excel, Nonprofits, Recruiting, Fundraising, Event Management, Higher Education
Education
DePauw University 2004 — 2008
Bachelor of Arts, Communication
Jonathon Bowker's Edward Jones Experience May 2004 - September 2006
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2008 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2008
Edward Jones May 2004 - September 2006
Education
Northern Illinois University - College of Business 2000 — 2004
Bachelor of Science (BS), Finance
DePaul University
Robert W. Baird November 2008 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2008
Edward Jones May 2004 - September 2006
Education
Northern Illinois University - College of Business 2000 — 2004
Bachelor of Science (BS), Finance
DePaul University
Anjali Sandhu's Edward Jones Experience August 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
ArthroSource LLC, an independent sales agent of Mitek Sports Medicine May 2009 - April 2015
Strategem Home Builders, LLC April 2006 - February 2009
Rilwala Group Inc. January 2003 - April 2006
Skills
Accounting, Payroll, Microsoft Excel, QuickBooks, Accounts Receivable, Accounts Payable, Bookkeeping, Office Management, Inventory Management, Time Management, Microsoft Office, Management, Customer Service, Training, Leadership, Analysis, Team Building, Account Management, Medical Devices, Sales Operations, Sales Management, Healthcare
Education
Bhartiya Vidya Bhawan Institute
Master's Degree, Journalism
Delhi University
Bachelor's Degree, Botany, Zoology and Chemistry
Himachal Pradesh University
Master's Degree, English Language and Literature, General
Edward Jones August 2015 - Present
ArthroSource LLC, an independent sales agent of Mitek Sports Medicine May 2009 - April 2015
Strategem Home Builders, LLC April 2006 - February 2009
Rilwala Group Inc. January 2003 - April 2006
Skills
Accounting, Payroll, Microsoft Excel, QuickBooks, Accounts Receivable, Accounts Payable, Bookkeeping, Office Management, Inventory Management, Time Management, Microsoft Office, Management, Customer Service, Training, Leadership, Analysis, Team Building, Account Management, Medical Devices, Sales Operations, Sales Management, Healthcare
Education
Bhartiya Vidya Bhawan Institute
Master's Degree, Journalism
Delhi University
Bachelor's Degree, Botany, Zoology and Chemistry
Himachal Pradesh University
Master's Degree, English Language and Literature, General
Hilda Romero's Edward Jones Experience 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Accounting
Experience
Edward Jones 2010 - Present
Skills
Spreadsheets, Administrative..., Office Management, Microsoft Excel, Customer Service, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Employee Benefits, Access, Public Speaking, Recruiting, Budgets, Event Planning, Outlook
Education
DePaul University 2011 — 2014
Business
Lake Park High School
St. Theresa
Edward Jones 2010 - Present
Skills
Spreadsheets, Administrative..., Office Management, Microsoft Excel, Customer Service, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Employee Benefits, Access, Public Speaking, Recruiting, Budgets, Event Planning, Outlook
Education
DePaul University 2011 — 2014
Business
Lake Park High School
St. Theresa
Glenn Lemmenes's Edward Jones Experience Vice Presient for Administration & FinanceAlverno College, MilwaukeeAugust 1988 - May 1996
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Vice Presient for Administration & FinanceAlverno College, MilwaukeeAugust 1988 - May 1996
Museum of Science and Industry - Chicago 1974 - 1988
Education
DePaul University 1970 — 1972
M.B.A., Accounting
University of Wisconsin-Madison 1958 — 1959
BBA, Personnel and Labor Relations
Edward Jones Vice Presient for Administration & FinanceAlverno College, MilwaukeeAugust 1988 - May 1996
Museum of Science and Industry - Chicago 1974 - 1988
Education
DePaul University 1970 — 1972
M.B.A., Accounting
University of Wisconsin-Madison 1958 — 1959
BBA, Personnel and Labor Relations
Aaron Schweitzer's Edward Jones Experience September 2009 - December 2010
Job Analyst at Goldman Small Cap Research
Industry Financial Services
Experience
Goldman Small Cap Research October 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Edward Jones September 2009 - December 2010
DePaul University February 2009 - September 2009
Caterpillar Inc. March 2006 - January 2009
Caterpillar Inc. June 2005 - February 2006
Caterpillar Inc. June 2004 - May 2005
Caterpillar Inc. June 1998 - May 2004
Progressive Computing June 1996 - May 1998
Skills
Financial Analysis, Six Sigma, Product Development, Manufacturing, Research
Education
DePaul University 2006 — 2009
MBA, Finance and Marketing Electives
The Ohio State University 1991 — 1996
BS, Mechanical Engineering
Goldman Small Cap Research October 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Edward Jones September 2009 - December 2010
DePaul University February 2009 - September 2009
Caterpillar Inc. March 2006 - January 2009
Caterpillar Inc. June 2005 - February 2006
Caterpillar Inc. June 2004 - May 2005
Caterpillar Inc. June 1998 - May 2004
Progressive Computing June 1996 - May 1998
Skills
Financial Analysis, Six Sigma, Product Development, Manufacturing, Research
Education
DePaul University 2006 — 2009
MBA, Finance and Marketing Electives
The Ohio State University 1991 — 1996
BS, Mechanical Engineering
Candy Pearson's Edward Jones Experience December 2010 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Harvest Investments, LTD 2009 - December 2010
UBS Financial Services September 2003 - April 2009
Education
DePaul University
Finance
Edward Jones December 2010 - Present
Harvest Investments, LTD 2009 - December 2010
UBS Financial Services September 2003 - April 2009
Education
DePaul University
Finance
Alison Cioffi-Brown's Edward Jones Experience March 2011 - Present
Job Experienced Financial Executive
Industry Financial Services
Experience
Edward Jones March 2011 - Present
UBS Wealth Management August 1990 - August 2009
UBS 1990 - 2009
Education
DePaul University
Edward Jones March 2011 - Present
UBS Wealth Management August 1990 - August 2009
UBS 1990 - 2009
Education
DePaul University
Frank Shears's Edward Jones Experience Project ManagerBlack Box Network ServicesMarch 2002 - July 2004
Job Senior Network Analyst at Edward Jones
Industry Telecommunications
Experience
Edward Jones Project ManagerBlack Box Network ServicesMarch 2002 - July 2004
Telecommunications Consultations November 1996 - April 2000
Sierra On-Line March 1993 - August 1996
AT&T Long Lines (ATT COM) November 1969 - May 1992
Education
DeVry University 1971 — 1975
AAEE, BSEE, Electronics Engineering
Edward Jones Project ManagerBlack Box Network ServicesMarch 2002 - July 2004
Telecommunications Consultations November 1996 - April 2000
Sierra On-Line March 1993 - August 1996
AT&T Long Lines (ATT COM) November 1969 - May 1992
Education
DeVry University 1971 — 1975
AAEE, BSEE, Electronics Engineering
Patti Hurst's Edward Jones Experience 2015 - 2015
Job IT QA Tester/Analyst seeking Employment
Industry Information Technology and Services
Experience
McDonald's Corporation March 2014 - Present
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Follett Higher Education Group October 2013 - February 2014
Citi March 2011 - June 2013
TEKsystems April 2007 - March 2011
Exacta Corporation April 2006 - August 2006
BearingPoint December 2004 - October 2005
Hawk Research May 2003 - November 2004
Skills
SDLC, Software Documentation, Testing, Test Planning, User Acceptance Testing, Training, Manual Testing, Regression Testing, Test Cases, Oracle Financials, Microsoft Office, Microsoft Outlook, HP Quality Center
Education
DePaul University 1978 — 1982
BS Computer Science, Computer Programming, Specific Applications, B+
College of DuPage, Wheaton, Il.
Java, HTML, XML, Visual Basic 6.0
McDonald's Corporation March 2014 - Present
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Follett Higher Education Group October 2013 - February 2014
Citi March 2011 - June 2013
TEKsystems April 2007 - March 2011
Exacta Corporation April 2006 - August 2006
BearingPoint December 2004 - October 2005
Hawk Research May 2003 - November 2004
Skills
SDLC, Software Documentation, Testing, Test Planning, User Acceptance Testing, Training, Manual Testing, Regression Testing, Test Cases, Oracle Financials, Microsoft Office, Microsoft Outlook, HP Quality Center
Education
DePaul University 1978 — 1982
BS Computer Science, Computer Programming, Specific Applications, B+
College of DuPage, Wheaton, Il.
Java, HTML, XML, Visual Basic 6.0
Amber Woodrum's Edward Jones Experience July 2009 - April 2011
Job Human Resources & Compliance Administrator at Production Assistance Link, Inc
Industry Accounting
Experience
Production Assistance Link, Inc September 2012 - Present
My Mother's Daughter Cleaning March 2012 - Present
Keller Williams Realty April 2011 - April 2012
Edward Jones July 2009 - April 2011
Verizon/Alltel Wireless January 2008 - July 2009
Republic Bank December 2002 - April 2007
The Quilt Depot January 2002 - December 2006
Skills
Customer Service, Human Resources, Sales, QuickBooks, Accounting, Financial Analysis, Accounts Payable, Payroll, Finance, Accounts Receivable, Financial Reporting, Bookkeeping
Education
DeVry University 2008 — 2010
Associate of Applied Science, Accounting
Production Assistance Link, Inc September 2012 - Present
My Mother's Daughter Cleaning March 2012 - Present
Keller Williams Realty April 2011 - April 2012
Edward Jones July 2009 - April 2011
Verizon/Alltel Wireless January 2008 - July 2009
Republic Bank December 2002 - April 2007
The Quilt Depot January 2002 - December 2006
Skills
Customer Service, Human Resources, Sales, QuickBooks, Accounting, Financial Analysis, Accounts Payable, Payroll, Finance, Accounts Receivable, Financial Reporting, Bookkeeping
Education
DeVry University 2008 — 2010
Associate of Applied Science, Accounting
Janna Herold's Edward Jones Experience 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Wisconsin Right to Life August 2007 - May 2011
Wisconsin Foundation for Independent Colleges, Inc. September 2006 - August 2007
Dordt College July 2002 - August 2006
Education
Dordt College 1998 — 2002
Bachelor of Arts, Communication: Public Relations
Edward Jones 2011 - Present
Wisconsin Right to Life August 2007 - May 2011
Wisconsin Foundation for Independent Colleges, Inc. September 2006 - August 2007
Dordt College July 2002 - August 2006
Education
Dordt College 1998 — 2002
Bachelor of Arts, Communication: Public Relations
Jonathan Kerstetter's Edward Jones Experience September 2015 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones September 2015 - Present
The Guardian Life Insurance Company of America July 2012 - August 2015
The Guardian Life Insurance Company of America February 2012 - July 2012
Brookside Country Club of Allentown May 2006 - February 2012
Brookside Country Club of Allentown May 2002 - August 2005
Skills
Project Management, Leadership, Program Management, Customer Service, Marketing, Sales Management, CRM, Microsoft Office, Budgets, Management, Sales, Microsoft Excel, New Business Development, Event Planning, Contract Negotiation, Time Management, Performance Management, Series 7
Education
DeSales University 2013 — 2016
Master of Business Administration (MBA), Finance, General, GPA: 3.61
Muhlenberg College 2009 — 2011
Bachelor of Science (B.S.), Business Administration
Penn State University 2002 — 2006
Agriculture
Emmaus High School 1999 — 2002
Edward Jones September 2015 - Present
The Guardian Life Insurance Company of America July 2012 - August 2015
The Guardian Life Insurance Company of America February 2012 - July 2012
Brookside Country Club of Allentown May 2006 - February 2012
Brookside Country Club of Allentown May 2002 - August 2005
Skills
Project Management, Leadership, Program Management, Customer Service, Marketing, Sales Management, CRM, Microsoft Office, Budgets, Management, Sales, Microsoft Excel, New Business Development, Event Planning, Contract Negotiation, Time Management, Performance Management, Series 7
Education
DeSales University 2013 — 2016
Master of Business Administration (MBA), Finance, General, GPA: 3.61
Muhlenberg College 2009 — 2011
Bachelor of Science (B.S.), Business Administration
Penn State University 2002 — 2006
Agriculture
Emmaus High School 1999 — 2002
Bock Rohrer's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Glazer's Distributors September 2010 - May 2014
Skills
Goal Oriented, Team Building, Sales Presentation..., Self-driven, Sports, Enthusiastic..., Relationship-building..., Trusting Relationships, Sales & Marketing..., Goal-driven leader, Competitive, Sales & Marketing..., Relationship Improvement, Revenue Goal/Growth..., Adaptable & a quick...
Education
DePauw University 2006 — 2010
Communication, General
Edward Jones May 2014 - Present
Glazer's Distributors September 2010 - May 2014
Skills
Goal Oriented, Team Building, Sales Presentation..., Self-driven, Sports, Enthusiastic..., Relationship-building..., Trusting Relationships, Sales & Marketing..., Goal-driven leader, Competitive, Sales & Marketing..., Relationship Improvement, Revenue Goal/Growth..., Adaptable & a quick...
Education
DePauw University 2006 — 2010
Communication, General
Vincent Dhliwayo's Edward Jones Experience April 2012 - December 2012
Job Preferred Transition Specialist at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
Edward Jones April 2012 - December 2012
Wells Fargo December 2010 - March 2012
Skills
Financial Analysis, Banking, Risk Management, Managerial Finance, Microsoft Excel, Strategic Planning, Customer Service, Financial Reporting, PowerPoint, Economics, Accounting, Microsoft Office, Analysis, Leadership, Retirement Planning, Microsoft Word, Business Planning, Budgets, Business Analysis, Series 7
Education
Dickinson State University 2008 — 2010
Bachelor of Science (BS), Finance
Merrill Lynch April 2013 - Present
Edward Jones April 2012 - December 2012
Wells Fargo December 2010 - March 2012
Skills
Financial Analysis, Banking, Risk Management, Managerial Finance, Microsoft Excel, Strategic Planning, Customer Service, Financial Reporting, PowerPoint, Economics, Accounting, Microsoft Office, Analysis, Leadership, Retirement Planning, Microsoft Word, Business Planning, Budgets, Business Analysis, Series 7
Education
Dickinson State University 2008 — 2010
Bachelor of Science (BS), Finance
Nicholas Danho's Edward Jones Experience June 2009 - August 2009
Job Web Development Intern at HealthcareSource
Industry Computer Software
Experience
HealthcareSource May 2015 - Present
Sears Holdings Corporation August 2014 - January 2015
Rhode Island Hospital August 2013 - December 2013
RadioShack August 2012 - December 2012
Phillips Memorial Library at Providence College June 2010 - May 2012
Sovereign Bank June 2011 - January 2012
Edward Jones June 2009 - August 2009
City of Attleboro June 2004 - April 2008
Skills
Undergraduate, Computer Science, Computer Literate, Underwriting, Library Research, Digital Libraries, Databases, Student Services, Computer Setup, Wireless Networking, Software Knowledge, Visual Studio, C++, Microsoft Office, Access, Excel, PowerPoint, Word, Business Knowledge, Business Plan..., Digital Marketing, Digital Video, Hobbies, Video Games, Computer Games, Comic Books, Graphic Novels, Books, Science Fiction, Astronomy, Aerospace, Web Design, Writing, Comparison Shopping, People Skills, Friendship, Fluent English, Thinking Outside The Box, France, conversational French, InDesign, HTML, Business Planning, Social Media, Outlook, Public Speaking, Training, Student Affairs, English, Microsoft Excel
Education
Providence College 2010 — 2012
Bachelors of Arts, General Studies - Concentrations in Computer Science and Business Studies
Dean College 2009 — 2010
Roger Williams University 2008 — 2009
Bishop Feehan High School 2004 — 2008
High School Diploma
HealthcareSource May 2015 - Present
Sears Holdings Corporation August 2014 - January 2015
Rhode Island Hospital August 2013 - December 2013
RadioShack August 2012 - December 2012
Phillips Memorial Library at Providence College June 2010 - May 2012
Sovereign Bank June 2011 - January 2012
Edward Jones June 2009 - August 2009
City of Attleboro June 2004 - April 2008
Skills
Undergraduate, Computer Science, Computer Literate, Underwriting, Library Research, Digital Libraries, Databases, Student Services, Computer Setup, Wireless Networking, Software Knowledge, Visual Studio, C++, Microsoft Office, Access, Excel, PowerPoint, Word, Business Knowledge, Business Plan..., Digital Marketing, Digital Video, Hobbies, Video Games, Computer Games, Comic Books, Graphic Novels, Books, Science Fiction, Astronomy, Aerospace, Web Design, Writing, Comparison Shopping, People Skills, Friendship, Fluent English, Thinking Outside The Box, France, conversational French, InDesign, HTML, Business Planning, Social Media, Outlook, Public Speaking, Training, Student Affairs, English, Microsoft Excel
Education
Providence College 2010 — 2012
Bachelors of Arts, General Studies - Concentrations in Computer Science and Business Studies
Dean College 2009 — 2010
Roger Williams University 2008 — 2009
Bishop Feehan High School 2004 — 2008
High School Diploma
Art Amundsen's Edward Jones Experience August 1980 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1980 - Present
Faith Christian High School August 1977 - June 1980
Education
Univ. of Pa. 1969 — 1973
MS & EdD, Sci. Ed. & Chem. Eng.
Dickinson College
Edward Jones August 1980 - Present
Faith Christian High School August 1977 - June 1980
Education
Univ. of Pa. 1969 — 1973
MS & EdD, Sci. Ed. & Chem. Eng.
Dickinson College
Jeffrey Lacy-Wilson's Edward Jones Experience November 2014 - March 2015
Job Looking for corporate finance/accounting opportunity
Industry Financial Services
Experience
Edward Jones November 2014 - March 2015
Northern Trust Corporation July 2012 - October 2014
CIFC (Deerfield Capital Management) July 2004 - December 2011
State Street Corporation March 2003 - May 2004
JPMorgan Chase March 2000 - December 2002
Pioneer Group Incorporated January 1997 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Investments, Equities, Financial Analysis, Alternative Investments, Derivatives, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Financial Analysis
Saint Anselm College 1991 — 1995
Bachelor of Arts, Sociology
Edward Jones November 2014 - March 2015
Northern Trust Corporation July 2012 - October 2014
CIFC (Deerfield Capital Management) July 2004 - December 2011
State Street Corporation March 2003 - May 2004
JPMorgan Chase March 2000 - December 2002
Pioneer Group Incorporated January 1997 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Investments, Equities, Financial Analysis, Alternative Investments, Derivatives, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Financial Analysis
Saint Anselm College 1991 — 1995
Bachelor of Arts, Sociology
Sarah Hauk's Edward Jones Experience February 2006 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones February 2006 - Present
DePaul University January 2002 - June 2005
WGN-TV January 2005 - May 2005
Education
DePaul University 2004 — 2005
Master of Arts, Communication
DePaul University 2000 — 2004
Bachelor of Arts, Communication
DePaul University 2000 — 2004
Bachelor of Arts, Art & Art History
Edward Jones February 2006 - Present
DePaul University January 2002 - June 2005
WGN-TV January 2005 - May 2005
Education
DePaul University 2004 — 2005
Master of Arts, Communication
DePaul University 2000 — 2004
Bachelor of Arts, Communication
DePaul University 2000 — 2004
Bachelor of Arts, Art & Art History
Jeff Dahl's Edward Jones Experience September 2007 - September 2013
Job Sr, Technical Integration Instructor at MetLife
Industry Insurance
Experience
MetLife June 2015 - Present
Kforce Technical Staffing September 2013 - May 2015
Edward Jones September 2007 - September 2013
Tokyo Electron June 2001 - September 2007
Tokyo Electron America January 2001 - January 2007
Applied Materials September 2000 - February 2001
Applied Materials Inc January 2000 - January 2001
Applied Materials Inc January 1996 - January 2000
Applied Materials Inc January 1994 - January 1996
Skills
Project Management, Operational Efficiency, Effectiveness, Facilitators, Program Management, Project Portfolio..., Project Planning, Agile Project Management, Quality Assurance, Quality Management, Quality Control, Business Planning, Business Process..., Business Strategy, Business Analysis, Supervisory Experience, International Project..., Change Management, MS Project, Microsoft Office, Online Research, Team Effectiveness, Business Workflows, Workflow Software, Managing Workflow, PMO, Web Project Management, Training Delivery, Instructor-led Training, Development & delivery..., Learning Management..., Collaborative Problem..., Facilitation, Training, Leadership, Strategic Planning, Microsoft Project
Education
Villanova University 2005 — 2006
master certificate, Project Management
DeVry Institute of Technology 1987 — 1990
Bachelors of Engineering, Electronics Engineering Technician
DeVry University 1987 — 1990
Bachelor of Science (BS), Electrical and Electronics Engineering
United States Marine Corps 1984 — 1990
MetLife June 2015 - Present
Kforce Technical Staffing September 2013 - May 2015
Edward Jones September 2007 - September 2013
Tokyo Electron June 2001 - September 2007
Tokyo Electron America January 2001 - January 2007
Applied Materials September 2000 - February 2001
Applied Materials Inc January 2000 - January 2001
Applied Materials Inc January 1996 - January 2000
Applied Materials Inc January 1994 - January 1996
Skills
Project Management, Operational Efficiency, Effectiveness, Facilitators, Program Management, Project Portfolio..., Project Planning, Agile Project Management, Quality Assurance, Quality Management, Quality Control, Business Planning, Business Process..., Business Strategy, Business Analysis, Supervisory Experience, International Project..., Change Management, MS Project, Microsoft Office, Online Research, Team Effectiveness, Business Workflows, Workflow Software, Managing Workflow, PMO, Web Project Management, Training Delivery, Instructor-led Training, Development & delivery..., Learning Management..., Collaborative Problem..., Facilitation, Training, Leadership, Strategic Planning, Microsoft Project
Education
Villanova University 2005 — 2006
master certificate, Project Management
DeVry Institute of Technology 1987 — 1990
Bachelors of Engineering, Electronics Engineering Technician
DeVry University 1987 — 1990
Bachelor of Science (BS), Electrical and Electronics Engineering
United States Marine Corps 1984 — 1990
Cleo Sanchez-Perez's Edward Jones Experience September 2010 - July 2011
Job Supervisor Branch Office at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union August 2012 - Present
Capital One 2011 - 2012
Edward Jones September 2010 - July 2011
STAR Credit Union July 2000 - September 2005
Skills
Office Equipment..., Microsoft Office, Banking, Office Administration, Internal Audit, Bookkeeping, Management, Leadership, Budgets, Accounting, Account Reconciliation, Accounts Receivable, Time Management, Access, Financial Analysis, Cash Management, Human Resources, Payroll, Training, Software Documentation, Accounts Payable, Branch Banking, Credit
Education
Del Mar College 2010 — 2013
Associate of Arts and Sciences (AAS), Accounting
Navy Federal Credit Union August 2012 - Present
Capital One 2011 - 2012
Edward Jones September 2010 - July 2011
STAR Credit Union July 2000 - September 2005
Skills
Office Equipment..., Microsoft Office, Banking, Office Administration, Internal Audit, Bookkeeping, Management, Leadership, Budgets, Accounting, Account Reconciliation, Accounts Receivable, Time Management, Access, Financial Analysis, Cash Management, Human Resources, Payroll, Training, Software Documentation, Accounts Payable, Branch Banking, Credit
Education
Del Mar College 2010 — 2013
Associate of Arts and Sciences (AAS), Accounting
Jan Devos's Edward Jones Experience May 2010 - January 2012
Job
Industry Religious Institutions
Experience
Zion Lutheran Church July 2013 - Present
Mutual of Omaha January 2012 - March 2013
Edward Jones May 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Photoshop, Microsoft Publisher, Microsoft Word, Investments, Insurance, Strategic Planning, Financial Planning, Leadership, Life Insurance, Event Planning, Social Networking, Marketing Strategy, Employee Benefits, Marketing, Social Media
Education
Delta College
Zion Lutheran Church July 2013 - Present
Mutual of Omaha January 2012 - March 2013
Edward Jones May 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Photoshop, Microsoft Publisher, Microsoft Word, Investments, Insurance, Strategic Planning, Financial Planning, Leadership, Life Insurance, Event Planning, Social Networking, Marketing Strategy, Employee Benefits, Marketing, Social Media
Education
Delta College
Jared Hepworth's Edward Jones Experience January 2012 - June 2013
Job Looking for new career opportunities
Industry Logistics and Supply Chain
Experience
MPP Group of Companies March 2014 - March 2015
Edward Jones January 2012 - June 2013
Tenecor September 2007 - January 2012
Tenecor August 2003 - September 2007
Skills
Purchasing, Schedules, Project Management, Project Planning, Problem Solving, Operations Management, Inventory Management, Inventory Control, Investments, Supply Chain Management, Financial Analysis, Analysis, Uniform Combined State..., Retirement, Management, Strategic Planning, Leadership, Team Building
Education
Grand Canyon University 2013 — 2015
Master's of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
DeVry University Phoenix 1997 — 2000
Bachelor's degree, Business Administration, Management and Operations
MPP Group of Companies March 2014 - March 2015
Edward Jones January 2012 - June 2013
Tenecor September 2007 - January 2012
Tenecor August 2003 - September 2007
Skills
Purchasing, Schedules, Project Management, Project Planning, Problem Solving, Operations Management, Inventory Management, Inventory Control, Investments, Supply Chain Management, Financial Analysis, Analysis, Uniform Combined State..., Retirement, Management, Strategic Planning, Leadership, Team Building
Education
Grand Canyon University 2013 — 2015
Master's of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
DeVry University Phoenix 1997 — 2000
Bachelor's degree, Business Administration, Management and Operations
Theresa Heingarten's Edward Jones Experience 2005 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 2005 - Present
Mortgage Associates 2003 - 2005
Consumer Credit Counseling Service 2000 - 2003
Education
DeVry University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Hahnville High School 1986 — 1989
Edward Jones 2005 - Present
Mortgage Associates 2003 - 2005
Consumer Credit Counseling Service 2000 - 2003
Education
DeVry University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Hahnville High School 1986 — 1989
Brendan Shand's Edward Jones Experience August 2012 - Present
Job Network Analyst II at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Education
DeVry University Phoenix 2001 — 2004
Bachelor of Science (BS), Telecommunications Management
Edward Jones August 2012 - Present
Education
DeVry University Phoenix 2001 — 2004
Bachelor of Science (BS), Telecommunications Management
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation