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
Emily Quam Emily Quam's Edward Jones Experience 2014 - May 2015
Job Office Manager at The Bethany Group
Industry Public Relations and Communications
Experience
The Bethany Group May 2015 - Present
Rising Sun 2014 - Present
International Association of Business Communicators 2014 - Present
Southeastern Oklahoma State University August 2008 - Present
Edward Jones 2014 - May 2015
Southeastern Oklahoma State University January 2012 - October 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Nonprofits, Team Building, Event Planning, Social Networking, Social Media, Public Relations, Time Management, Facebook
Education
Southeastern Oklahoma State University 2008 — 2015
East Central University 2010 — 2012
The Bethany Group May 2015 - Present
Rising Sun 2014 - Present
International Association of Business Communicators 2014 - Present
Southeastern Oklahoma State University August 2008 - Present
Edward Jones 2014 - May 2015
Southeastern Oklahoma State University January 2012 - October 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Nonprofits, Team Building, Event Planning, Social Networking, Social Media, Public Relations, Time Management, Facebook
Education
Southeastern Oklahoma State University 2008 — 2015
East Central University 2010 — 2012
Sarah (Stremme) Lacy Sarah (Stremme) Lacy's Edward Jones Experience May 2008 - August 2008
Job Senior Business Development Manager at Intouch Solutions
Industry Marketing and Advertising
Experience
Intouch Solutions December 2013 - Present
EPIK (English Program in Korea) August 2012 - August 2013
Intouch Solutions January 2011 - August 2012
EPIK (English Program In Korea) August 2009 - August 2010
Edward Jones May 2008 - August 2008
Skills
Social Media Marketing, Social Media, Marketing, Advertising, Marketing Communications, Facebook, Public Relations, Marketing Strategy, Social Networking, Digital Marketing, Public Speaking, Press Releases, Research
Education
Drury University 2005 — 2009
BBA, Marketing, Global Studies
Blue Valley Northwest High School
Blue Valley Northwest High School
Intouch Solutions December 2013 - Present
EPIK (English Program in Korea) August 2012 - August 2013
Intouch Solutions January 2011 - August 2012
EPIK (English Program In Korea) August 2009 - August 2010
Edward Jones May 2008 - August 2008
Skills
Social Media Marketing, Social Media, Marketing, Advertising, Marketing Communications, Facebook, Public Relations, Marketing Strategy, Social Networking, Digital Marketing, Public Speaking, Press Releases, Research
Education
Drury University 2005 — 2009
BBA, Marketing, Global Studies
Blue Valley Northwest High School
Blue Valley Northwest High School
Chris Warren Chris Warren's Edward Jones Experience June 1992 - February 1995
Job CEO & Chief Investment Officer at Clean Energy Advisors, LLC
Industry Investment Management
Experience
Clean Energy Advisors, LLC January 2013 - Present
Clean Energy Developers, LLC October 2006 - January 2014
H & R Block Financial Advisors February 1995 - October 2006
Edward Jones June 1992 - February 1995
Education
Duke University
Bachelor of Arts (B.A.)
North Carolina State University
Certificate in Renewable Energy Management
Solar Energy International
Solar Electric Design and Installation
Solar Energy International
Advanced PV System Design
The Building Performance Institute (BPI)
Building Analyst Certification
Clean Energy Advisors, LLC January 2013 - Present
Clean Energy Developers, LLC October 2006 - January 2014
H & R Block Financial Advisors February 1995 - October 2006
Edward Jones June 1992 - February 1995
Education
Duke University
Bachelor of Arts (B.A.)
North Carolina State University
Certificate in Renewable Energy Management
Solar Energy International
Solar Electric Design and Installation
Solar Energy International
Advanced PV System Design
The Building Performance Institute (BPI)
Building Analyst Certification
Heath Strasser Heath Strasser's Edward Jones Experience May 2006 - May 2008
Job Institutional Relationship Specialist at Capital Group
Industry Investment Management
Experience
Capital Group April 2012 - Present
Capital Group April 2010 - April 2012
Merrill Lynch May 2008 - April 2010
Edward Jones May 2006 - May 2008
Citizens Bank May 2003 - June 2006
Education
East Tennessee State University 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
East Tennessee State University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Capital Group April 2012 - Present
Capital Group April 2010 - April 2012
Merrill Lynch May 2008 - April 2010
Edward Jones May 2006 - May 2008
Citizens Bank May 2003 - June 2006
Education
East Tennessee State University 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
East Tennessee State University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jeff Seymour Jeff Seymour's Edward Jones Experience March 2003 - November 2003
Job Managing Director at Triangle Wealth Management
Industry Investment Management
Experience
Triangle Wealth Management 2004 - Present
Edward Jones March 2003 - November 2003
Nortel Networks 1996 - 2002
Skills
Investment Management, Investments, Public Speaking, Portfolio Management, Asset Management, Equities, Management, Wealth Management, Financial Services, Hedge Funds, Trading, Financial Advisory, Strategic Financial..., Retirement Planning, Financial Analysis
Education
Duke University 2004 — 2004
Financial Planning and Services
Queen's University 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Geophysics
University of Ottawa 1984 — 1987
Bachelor of Science (BS), Geology, Physics, Electrical Engineering
Triangle Wealth Management 2004 - Present
Edward Jones March 2003 - November 2003
Nortel Networks 1996 - 2002
Skills
Investment Management, Investments, Public Speaking, Portfolio Management, Asset Management, Equities, Management, Wealth Management, Financial Services, Hedge Funds, Trading, Financial Advisory, Strategic Financial..., Retirement Planning, Financial Analysis
Education
Duke University 2004 — 2004
Financial Planning and Services
Queen's University 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Geophysics
University of Ottawa 1984 — 1987
Bachelor of Science (BS), Geology, Physics, Electrical Engineering
Thomas Iacone Thomas Iacone's Edward Jones Experience July 2010 - January 2011
Job Capital Asset Exchange
Industry Marketing and Advertising
Experience
Capital Asset Exchange & Trading, LLC February 2014 - Present
Zspotlight.com May 2011 - February 2013
Success4School July 2010 - February 2011
Edward Jones July 2010 - January 2011
Pirate Tutoring Center August 2007 - July 2009
Skills
Account Management, Marketing Communications, Sales, Marketing, Microsoft Office, Social Media Marketing, Business Development, Sales Management, Advertising, Marketing Strategy, Sports, Social Networking, Social Media, Event Planning, Public Relations
Education
East Carolina University - College of Business 2006 — 2010
BSBA, Marketing and Supply Chain Management
Freie Universität Berlin
European Business Management
Capital Asset Exchange & Trading, LLC February 2014 - Present
Zspotlight.com May 2011 - February 2013
Success4School July 2010 - February 2011
Edward Jones July 2010 - January 2011
Pirate Tutoring Center August 2007 - July 2009
Skills
Account Management, Marketing Communications, Sales, Marketing, Microsoft Office, Social Media Marketing, Business Development, Sales Management, Advertising, Marketing Strategy, Sports, Social Networking, Social Media, Event Planning, Public Relations
Education
East Carolina University - College of Business 2006 — 2010
BSBA, Marketing and Supply Chain Management
Freie Universität Berlin
European Business Management
Jeffery Quesenberry Jeffery Quesenberry's Edward Jones Experience January 2014 - Present
Job General Partner
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Edward Jones March 1993 - Present
United States Marine Corps June 1981 - January 1993
Skills
IRAs, Series 7, Retirement, Investment Advisory, College Savings Plans, Series 63, Wealth Accumulation, Retirement Planning, Mutual Funds, Portfolio Management, Estate Planning, Strategic Financial..., Securities, Asset Allocation, Personal Finance, Traditional IRA, Municipal Bonds, Investments, Equities, ETFs, FINRA, Bonds, Fixed Income, Roth IRA, 401k Rollovers, Fixed Annuities, Investment Strategies, Wealth Management, Wealth Management..., Stocks, Wealth, 529 Plans, Financial Planners, Series 65, Financial Advisory, Term Life Insurance, Saving for Education, Long-term Care, Insurance, 401k, AAMS, Variable Annuities, Long Term Care Insurance, Simple IRA, Uniform Combined State..., SEP IRA, Personal Financial..., Tax Free Income, Life Insurance, Separately Managed...
Education
East Carolina University
Edward Jones January 2014 - Present
Edward Jones March 1993 - Present
United States Marine Corps June 1981 - January 1993
Skills
IRAs, Series 7, Retirement, Investment Advisory, College Savings Plans, Series 63, Wealth Accumulation, Retirement Planning, Mutual Funds, Portfolio Management, Estate Planning, Strategic Financial..., Securities, Asset Allocation, Personal Finance, Traditional IRA, Municipal Bonds, Investments, Equities, ETFs, FINRA, Bonds, Fixed Income, Roth IRA, 401k Rollovers, Fixed Annuities, Investment Strategies, Wealth Management, Wealth Management..., Stocks, Wealth, 529 Plans, Financial Planners, Series 65, Financial Advisory, Term Life Insurance, Saving for Education, Long-term Care, Insurance, 401k, AAMS, Variable Annuities, Long Term Care Insurance, Simple IRA, Uniform Combined State..., SEP IRA, Personal Financial..., Tax Free Income, Life Insurance, Separately Managed...
Education
East Carolina University
ELAN SANKER's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
UBS Financial Services Inc. July 2013 - November 2014
Merrill Lynch June 2010 - July 2013
AXA June 2008 - May 2010
MONEY MANAGEMENT INSTITUTE January 2005 - May 2008
Skills
Series 7, Finance, Investments, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Equities, Securities, Financial Advisory, Financial Planning, Financial Analysis, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Risk Management, Retirement, Banking, Uniform Combined State..., Microsoft Office, FINRA, Fixed Annuities, Leadership, Bonds, Relationship Management, Insurance, 401k, Customer Service, Estate Planning, Credit, ETFs, Trading, Investment Management, Life Insurance, Management, Financial Markets, Wealth Management..., IRAs, Strategic Planning, Wealth, Employee Benefits
Education
Drexel University 2006 — 2007
Master's degree, Elementary Education and Teaching
Temple University 2004 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Edward Jones November 2014 - Present
UBS Financial Services Inc. July 2013 - November 2014
Merrill Lynch June 2010 - July 2013
AXA June 2008 - May 2010
MONEY MANAGEMENT INSTITUTE January 2005 - May 2008
Skills
Series 7, Finance, Investments, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Equities, Securities, Financial Advisory, Financial Planning, Financial Analysis, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Risk Management, Retirement, Banking, Uniform Combined State..., Microsoft Office, FINRA, Fixed Annuities, Leadership, Bonds, Relationship Management, Insurance, 401k, Customer Service, Estate Planning, Credit, ETFs, Trading, Investment Management, Life Insurance, Management, Financial Markets, Wealth Management..., IRAs, Strategic Planning, Wealth, Employee Benefits
Education
Drexel University 2006 — 2007
Master's degree, Elementary Education and Teaching
Temple University 2004 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Olya Batsula Olya Batsula's Edward Jones Experience May 2011 - August 2011
Job Experienced Professional, MBA
Industry Wine and Spirits
Experience
National Distributing Company September 2015 - Present
AMJ Tennis Academy July 2015 - Present
Horseshoe Bend Country Club September 2011 - April 2015
Edward Jones May 2011 - August 2011
East Tennessee State University January 2009 - May 2011
Skills
Event Planning, Microsoft Office, Marketing, Public Speaking, Public Relations, Expense Management, Payroll, Department Budgeting, Events, Customer Service, Sales, Leadership, Tournaments, Tennis, Sports Coaching, Event Management, Coaching, Sports Management, Sports, Social Media, Training, Athletic Training, Sports Marketing, Athletics, Mentoring
Education
East Tennessee State University 2009 — 2011
Master's degree, Business Administration and Management, General
East Tennessee State University 2005 — 2008
Bachelor of Science (BS), Sport and Fitness Administration/Management
National Distributing Company September 2015 - Present
AMJ Tennis Academy July 2015 - Present
Horseshoe Bend Country Club September 2011 - April 2015
Edward Jones May 2011 - August 2011
East Tennessee State University January 2009 - May 2011
Skills
Event Planning, Microsoft Office, Marketing, Public Speaking, Public Relations, Expense Management, Payroll, Department Budgeting, Events, Customer Service, Sales, Leadership, Tournaments, Tennis, Sports Coaching, Event Management, Coaching, Sports Management, Sports, Social Media, Training, Athletic Training, Sports Marketing, Athletics, Mentoring
Education
East Tennessee State University 2009 — 2011
Master's degree, Business Administration and Management, General
East Tennessee State University 2005 — 2008
Bachelor of Science (BS), Sport and Fitness Administration/Management
Jill Farmer Jill Farmer's Edward Jones Experience 2003 - 2010
Job Master Certified Life Coach at Jill Farmer Coaching
Industry Management Consulting
Experience
Jill Farmer Coaching January 2011 - Present
Edward Jones 2003 - 2010
Freelance Commercial Spokesperson 2003 - 2010
KTVI Fox 2 News May 1993 - August 2003
KCCI TV May 1991 - May 1993
Skills
Public Speaking, Life Coach, Lifestyle Coaching, Career Transitions, Executive Coaching, Counselling, Television, Blogging, Video, Radio Broadcasting, Coaching, Facebook, Leadership, Motivational Speaking, Newsletters, Media Relations, Strategic Communications, Books, Corporate Communications, Fundraising, Interviews, News Writing, Social Networking, Entrepreneurship, Press Releases, Storytelling, Advertising, Time Management, Career Counseling, Publishing, Life Coaching, Speech Writing, Video Production, Journalism, Social Media, Leadership Development, Copywriting, Radio, Marketing Communications, Nonprofits, Social Media Marketing, Editing, Internal Communications, Marketing, Small Business, Copy Editing, Broadcast Journalism, Training, Broadcast
Education
Drake University 1987 — 1991
BA, Journalism
Fairfield High School 1984 — 1987
Jill Farmer Coaching January 2011 - Present
Edward Jones 2003 - 2010
Freelance Commercial Spokesperson 2003 - 2010
KTVI Fox 2 News May 1993 - August 2003
KCCI TV May 1991 - May 1993
Skills
Public Speaking, Life Coach, Lifestyle Coaching, Career Transitions, Executive Coaching, Counselling, Television, Blogging, Video, Radio Broadcasting, Coaching, Facebook, Leadership, Motivational Speaking, Newsletters, Media Relations, Strategic Communications, Books, Corporate Communications, Fundraising, Interviews, News Writing, Social Networking, Entrepreneurship, Press Releases, Storytelling, Advertising, Time Management, Career Counseling, Publishing, Life Coaching, Speech Writing, Video Production, Journalism, Social Media, Leadership Development, Copywriting, Radio, Marketing Communications, Nonprofits, Social Media Marketing, Editing, Internal Communications, Marketing, Small Business, Copy Editing, Broadcast Journalism, Training, Broadcast
Education
Drake University 1987 — 1991
BA, Journalism
Fairfield High School 1984 — 1987
BYRON BENN BYRON BENN's Edward Jones Experience January 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2014 - Present
A-1 Vending Company August 2009 - January 2014
Merrill Lynch March 2013 - June 2013
Skills
Retirement specialist, Saving money on taxes, Planning for education..., Finance, Investments, Portfolio Management, Small Business, Financial Planning, Retirement Planning, Financial Services, Series 7, Customer Service
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Aministration of Finance
Eastern Florida State College 2009 — 2011
Associate of Arts (A.A.), Finance, General
Edward Jones January 2014 - Present
A-1 Vending Company August 2009 - January 2014
Merrill Lynch March 2013 - June 2013
Skills
Retirement specialist, Saving money on taxes, Planning for education..., Finance, Investments, Portfolio Management, Small Business, Financial Planning, Retirement Planning, Financial Services, Series 7, Customer Service
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Aministration of Finance
Eastern Florida State College 2009 — 2011
Associate of Arts (A.A.), Finance, General
Cory Archibald, CRPC Cory Archibald, CRPC's Edward Jones Experience January 2007 - April 2010
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
USAA April 2010 - February 2013
Edward Jones January 2007 - April 2010
Albuquerque Isotopes January 2005 - January 2007
Education
Iowa Wesleyan College 2001 — 2004
Bachelor of Arts, Sport Management
Eastern Arizona College 1999 — 2001
Associate of Arts (A.A.)
Charles Schwab February 2013 - Present
USAA April 2010 - February 2013
Edward Jones January 2007 - April 2010
Albuquerque Isotopes January 2005 - January 2007
Education
Iowa Wesleyan College 2001 — 2004
Bachelor of Arts, Sport Management
Eastern Arizona College 1999 — 2001
Associate of Arts (A.A.)
Amber Perdue's Edward Jones Experience July 2014 - Present
Job Senior Investment Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Edward Jones June 2013 - July 2014
Drury University August 2012 - June 2013
Drury University May 2012 - May 2013
Drury University August 2011 - May 2013
Godiva Chocolatier November 2011 - April 2013
Big Brothers Big Sisters of the Ozarks May 2012 - August 2012
Drury University January 2009 - May 2012
SoNice Floats February 2011 - May 2011
Skills
Press Releases, Event Planning, Leadership, Research, Social Networking, Social Media, Public Relations, Fundraising, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Higher Education, Editing, Student Affairs, Microsoft Word, Promotions, Sponsorship, Brand Management, Interpersonal..., Organization Skills, Student Development, Prezi, Unit Investment Trusts, Transfer on Death..., Financial Services, Leadership Development, Management, Microsoft Excel
Education
Drury University 2010 — 2013
Bachelor of Arts, Public Relations, Advertising, and Applied Communication, Senior
Edward Jones July 2014 - Present
Edward Jones June 2013 - July 2014
Drury University August 2012 - June 2013
Drury University May 2012 - May 2013
Drury University August 2011 - May 2013
Godiva Chocolatier November 2011 - April 2013
Big Brothers Big Sisters of the Ozarks May 2012 - August 2012
Drury University January 2009 - May 2012
SoNice Floats February 2011 - May 2011
Skills
Press Releases, Event Planning, Leadership, Research, Social Networking, Social Media, Public Relations, Fundraising, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Higher Education, Editing, Student Affairs, Microsoft Word, Promotions, Sponsorship, Brand Management, Interpersonal..., Organization Skills, Student Development, Prezi, Unit Investment Trusts, Transfer on Death..., Financial Services, Leadership Development, Management, Microsoft Excel
Education
Drury University 2010 — 2013
Bachelor of Arts, Public Relations, Advertising, and Applied Communication, Senior
Chuck Miles Chuck Miles's Edward Jones Experience January 2014 - September 2014
Job Mainframe Code migration Program Lead at VSP Global Technology Solutions
Industry Information Technology and Services
Experience
VSP Vision Care (Randstad Technologies) October 2014 - Present
Edward Jones January 2014 - September 2014
Hewlett-Packard June 2011 - September 2013
Hewlett-Packard February 2005 - June 2011
Hewlett-Packard September 1983 - September 2004
Skills
PMP since 2005, Certified Scrum Master..., MBA/Duke, Software Project..., Management, Analysis, Marketing, Mergers & Acquisitions, Program Management, Cross-functional Team..., Telecommunications, Integration, Requirements Analysis, IT Strategy, Enterprise Software, Project Planning, PMO, Strategy, PMP, Project Portfolio..., SDLC, Vendor Management, Business Process
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Marketing & Finance
Indiana State University 1978 — 1982
Bachelor of Science - ET, Computer Science minor
VSP Vision Care (Randstad Technologies) October 2014 - Present
Edward Jones January 2014 - September 2014
Hewlett-Packard June 2011 - September 2013
Hewlett-Packard February 2005 - June 2011
Hewlett-Packard September 1983 - September 2004
Skills
PMP since 2005, Certified Scrum Master..., MBA/Duke, Software Project..., Management, Analysis, Marketing, Mergers & Acquisitions, Program Management, Cross-functional Team..., Telecommunications, Integration, Requirements Analysis, IT Strategy, Enterprise Software, Project Planning, PMO, Strategy, PMP, Project Portfolio..., SDLC, Vendor Management, Business Process
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Marketing & Finance
Indiana State University 1978 — 1982
Bachelor of Science - ET, Computer Science minor
Eliot Barton Eliot Barton's Edward Jones Experience April 2012 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Cross Shadow Productions May 2009 - January 2013
3 in One Networking March 2011 - April 2012
Education
East Tennessee State University 1997 — 2001
BA, Business Management
Edward Jones April 2012 - Present
Cross Shadow Productions May 2009 - January 2013
3 in One Networking March 2011 - April 2012
Education
East Tennessee State University 1997 — 2001
BA, Business Management
Justin Straatmann's Edward Jones Experience October 2010 - August 2011
Job Research Analyst
Industry Financial Services
Experience
Mercer September 2013 - Present
Save-A-Lot March 2013 - August 2013
Scottrade October 2011 - March 2013
Edward Jones October 2010 - August 2011
UPS January 2009 - October 2010
Skills
Financial Analysis, Series 7, Series 63, Microsoft Office, Business Communications, Customer Service, Operations Management, Corporate Finance, Finance, Investments, Securities, Equities, Mutual Funds, Financial Services
Education
Missouri State University 2008 — 2010
Bachelor of Science, Finance
East Central College 2006 — 2008
Associate, Business
Mercer September 2013 - Present
Save-A-Lot March 2013 - August 2013
Scottrade October 2011 - March 2013
Edward Jones October 2010 - August 2011
UPS January 2009 - October 2010
Skills
Financial Analysis, Series 7, Series 63, Microsoft Office, Business Communications, Customer Service, Operations Management, Corporate Finance, Finance, Investments, Securities, Equities, Mutual Funds, Financial Services
Education
Missouri State University 2008 — 2010
Bachelor of Science, Finance
East Central College 2006 — 2008
Associate, Business
Sarah Mahon Sarah Mahon's Edward Jones Experience August 1999 - October 1999
Job AECOM
Industry Civil Engineering
Experience
Enterprise Technical Practice Network Community Manager December 2013 - Present
AECOM November 2009 - Present
Point of Beginning, Inc. April 2007 - November 2009
Regnier Consulting Group, Inc. November 2004 - April 2007
Mahon & Mahon Writing Services, Inc. April 2004 - August 2006
Central Wisconsin Symphony Orchestra July 2002 - November 2004
Monteverdi Master Chorale, Inc. June 2000 - April 2004
Edward Jones August 1999 - October 1999
Regeneron Pharmaceuticals November 1997 - July 1999
ImmunoTherapy, Inc. December 1996 - November 1997
Skills
Event Planning, Accounting, Grant Writing, Webinars, SharePoint, Research, Non-profits, Budgeting, Excel, Microsoft Office, Financial Analysis, PowerPoint, Public Speaking, Word, Writing, Supervisory Skills, Administration, Outlook, Budgets, Microsoft Word, Microsoft Excel, Marketing Communications, Environmental Awareness, System Administration, Strategic Planning, Water Treatment, Municipalities, Project Planning, Nonprofits, Project Management, Management, Leadership, Program Management, Marketing, Data Analysis, Proposal Writing, Water, Team Leadership, Change Management, Analysis, Contract Management, Human Resources, Project Coordination, Training, Time Management
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 1991 — 1995
AB/BS, Chemistry/Psychology
Enterprise Technical Practice Network Community Manager December 2013 - Present
AECOM November 2009 - Present
Point of Beginning, Inc. April 2007 - November 2009
Regnier Consulting Group, Inc. November 2004 - April 2007
Mahon & Mahon Writing Services, Inc. April 2004 - August 2006
Central Wisconsin Symphony Orchestra July 2002 - November 2004
Monteverdi Master Chorale, Inc. June 2000 - April 2004
Edward Jones August 1999 - October 1999
Regeneron Pharmaceuticals November 1997 - July 1999
ImmunoTherapy, Inc. December 1996 - November 1997
Skills
Event Planning, Accounting, Grant Writing, Webinars, SharePoint, Research, Non-profits, Budgeting, Excel, Microsoft Office, Financial Analysis, PowerPoint, Public Speaking, Word, Writing, Supervisory Skills, Administration, Outlook, Budgets, Microsoft Word, Microsoft Excel, Marketing Communications, Environmental Awareness, System Administration, Strategic Planning, Water Treatment, Municipalities, Project Planning, Nonprofits, Project Management, Management, Leadership, Program Management, Marketing, Data Analysis, Proposal Writing, Water, Team Leadership, Change Management, Analysis, Contract Management, Human Resources, Project Coordination, Training, Time Management
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 1991 — 1995
AB/BS, Chemistry/Psychology
Marcus Puryear's Edward Jones Experience June 2015 - Present
Job Edward Jones FACD Program
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Drury University August 2010 - Present
O'Reilly Auto Parts May 2013 - July 2013
Play It Again Sports and Fitness May 2010 - March 2013
Skills
Leadership, Sports, Entertainment, Facebook, Social Media, Social Networking, Social Media Marketing, Marketing, Event Planning, PowerPoint, Microsoft Office, Time Management, Customer Service, Microsoft Word, Microsoft Excel, Sales, Teamwork, Public Speaking
Education
Drury University 2010 — 2015
Bachelor of Arts, Finance, General
Edward Jones June 2015 - Present
Drury University August 2010 - Present
O'Reilly Auto Parts May 2013 - July 2013
Play It Again Sports and Fitness May 2010 - March 2013
Skills
Leadership, Sports, Entertainment, Facebook, Social Media, Social Networking, Social Media Marketing, Marketing, Event Planning, PowerPoint, Microsoft Office, Time Management, Customer Service, Microsoft Word, Microsoft Excel, Sales, Teamwork, Public Speaking
Education
Drury University 2010 — 2015
Bachelor of Arts, Finance, General
Lee Goodin Lee Goodin's Edward Jones Experience 2012 - 2012
Job Finance
Industry Financial Services
Experience
Vanguard August 2015 - Present
UBS December 2012 - October 2014
Edward Jones 2012 - 2012
Barton Associates Inc. October 2010 - June 2011
Skills
Series 7, Series 66, Customer Service, Finance, Leadership, Sales, Investments, Microsoft Office, Marketing, Management, Team Building, Financial Analysis
Education
Eastern Connecticut State University
Bachelors of General Studies, Concentration in Business and Math
Vanguard August 2015 - Present
UBS December 2012 - October 2014
Edward Jones 2012 - 2012
Barton Associates Inc. October 2010 - June 2011
Skills
Series 7, Series 66, Customer Service, Finance, Leadership, Sales, Investments, Microsoft Office, Marketing, Management, Team Building, Financial Analysis
Education
Eastern Connecticut State University
Bachelors of General Studies, Concentration in Business and Math
Sandy Tarkington, CFMP's Edward Jones Experience 2008 - 2012
Job VP of Sales & Marketing at First Citizens National Bank
Industry Banking
Experience
First Citizens National Bank January 2013 - Present
First Citizens National Bank June 2012 - December 2012
Edward Jones 2008 - 2012
White and Associates Insurance Agency 1994 - 2008
Skills
Banking, Marketing, Fundraising, Team Building, Leadership, Sales, Customer Service, Budgets, Negotiation, Business Development, Strategic Planning, Team Leadership, Public Relations, Social Media Marketing, Social Networking, Event Planning, Coaching, Contract Negotiation, Public Speaking, Employee Relations, Microsoft Office, Social Media
Education
ABA School of Bank Marketing and Management 2014 — 2015
University of Tennessee at Martin 1992 — 1994
Bachelor of Science (BS), Marketing
Dyersburg State Community College 1990 — 1992
Associate of Science (AS), Business Administration and Management, General
First Citizens National Bank January 2013 - Present
First Citizens National Bank June 2012 - December 2012
Edward Jones 2008 - 2012
White and Associates Insurance Agency 1994 - 2008
Skills
Banking, Marketing, Fundraising, Team Building, Leadership, Sales, Customer Service, Budgets, Negotiation, Business Development, Strategic Planning, Team Leadership, Public Relations, Social Media Marketing, Social Networking, Event Planning, Coaching, Contract Negotiation, Public Speaking, Employee Relations, Microsoft Office, Social Media
Education
ABA School of Bank Marketing and Management 2014 — 2015
University of Tennessee at Martin 1992 — 1994
Bachelor of Science (BS), Marketing
Dyersburg State Community College 1990 — 1992
Associate of Science (AS), Business Administration and Management, General
Karen Fitz Karen Fitz's Edward Jones Experience March 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Matonich & Persson, Chartered May 1990 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Duluth Business University
Certificate, Legal Administrative Assistant/Secretary
Mesabi Range Community College, Virginia, MN
Computer Science, Business
Edward Jones March 2015 - Present
Matonich & Persson, Chartered May 1990 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Duluth Business University
Certificate, Legal Administrative Assistant/Secretary
Mesabi Range Community College, Virginia, MN
Computer Science, Business
J Hollingsworth, Jr. J Hollingsworth, Jr.'s Edward Jones Experience October 2008 - March 2013
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Edward Jones October 2008 - March 2013
GlaxoSmithKline August 1998 - October 2008
Skills
Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Finance, Investments, Retirement, Wealth Management
Education
East Carolina University 1986 — 1991
Northeast Academy
Wells Fargo Advisors March 2013 - Present
Edward Jones October 2008 - March 2013
GlaxoSmithKline August 1998 - October 2008
Skills
Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Finance, Investments, Retirement, Wealth Management
Education
East Carolina University 1986 — 1991
Northeast Academy
Garrett D. Layell CFP®, AAMS® Garrett D. Layell CFP®, AAMS®'s Edward Jones Experience October 2009 - March 2013
Job Founder, President at Third Dimension Advisors
Industry Financial Services
Experience
Third Dimension Advisors June 2015 - Present
Adams Financial Partners March 2013 - June 2015
Edward Jones October 2009 - March 2013
Wells Fargo June 2008 - October 2009
Education
East Carolina University 2005 — 2008
Bachelor's degree, Finance
Third Dimension Advisors June 2015 - Present
Adams Financial Partners March 2013 - June 2015
Edward Jones October 2009 - March 2013
Wells Fargo June 2008 - October 2009
Education
East Carolina University 2005 — 2008
Bachelor's degree, Finance
Shawn Sudler Shawn Sudler's Edward Jones Experience January 2010 - January 2011
Job IRA Services Analyst at SECU
Industry Financial Services
Experience
SECU March 2011 - Present
Edward Jones January 2010 - January 2011
Skills
Data Analysis, Data Entry, Communication, Communication Skills, Fashion, Financial Analysis, Business Analysis, Keen Listener, Marketing Effectiveness, Passion for Success, Passionate about work, Economic Research, Analytics, Market Analysis, Marketing Strategy, Marketing Research, Financial Risk, Risk Assessment, Accounting
Education
East Carolina University 2003 — 2009
Bachelor's degree, Economics
Pinecrest High
SECU March 2011 - Present
Edward Jones January 2010 - January 2011
Skills
Data Analysis, Data Entry, Communication, Communication Skills, Fashion, Financial Analysis, Business Analysis, Keen Listener, Marketing Effectiveness, Passion for Success, Passionate about work, Economic Research, Analytics, Market Analysis, Marketing Strategy, Marketing Research, Financial Risk, Risk Assessment, Accounting
Education
East Carolina University 2003 — 2009
Bachelor's degree, Economics
Pinecrest High
Kelly Senkyr's Edward Jones Experience September 2008 - April 2011
Job Charles Schwab Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Edward Jones September 2008 - April 2011
Skills
AAMS, Series 7, Series 66, Retirement Planning, Strategic Financial..., Leadership, Asset Allocation, Financial Analysis, Customer Service, Strategic Planning, Wealth Management, Retirement, Finance, Investments, Uniform Combined State..., Investment Management, Financial Planning, Investment Strategies, Investment Advisory, Management, Mutual Funds, Business Development, Securities, Small Business, Strategy
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Investments and Securities
East Carolina University 2005 — 2007
MS, Economics
East Carolina University 2001 — 2005
BS, Economics
Charles Schwab April 2012 - Present
Edward Jones September 2008 - April 2011
Skills
AAMS, Series 7, Series 66, Retirement Planning, Strategic Financial..., Leadership, Asset Allocation, Financial Analysis, Customer Service, Strategic Planning, Wealth Management, Retirement, Finance, Investments, Uniform Combined State..., Investment Management, Financial Planning, Investment Strategies, Investment Advisory, Management, Mutual Funds, Business Development, Securities, Small Business, Strategy
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, Investments and Securities
East Carolina University 2005 — 2007
MS, Economics
East Carolina University 2001 — 2005
BS, Economics
Bryan Houston Bryan Houston's Edward Jones Experience June 2011 - 2013
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
SunTrust Bank 2013 - June 2014
Edward Jones June 2011 - 2013
Education
East Tennessee State University 2006 — 2011
Bachelor, Business Administration; Business Management
Cumberland County High School
Ameriprise Financial Services, Inc. July 2014 - Present
SunTrust Bank 2013 - June 2014
Edward Jones June 2011 - 2013
Education
East Tennessee State University 2006 — 2011
Bachelor, Business Administration; Business Management
Cumberland County High School
Derek Kendall Derek Kendall's Edward Jones Experience May 2015 - Present
Job Senior Banker
Industry Marketing and Advertising
Experience
Edward Jones May 2015 - Present
PNC August 2013 - Present
Starbucks May 2012 - August 2013
Starbucks January 2009 - May 2012
Rivet Global June 2011 - August 2011
My46 October 2006 - May 2007
Skills
Social Media, Online Marketing, Creative Writing, Copywriting, Creative Strategy, Brand Development, Microsoft Office, Wordpress, Corporate Branding, Creative Direction, InDesign, Copy Editing, Photoshop, Advertising, Customer Service, Event Planning, Management, Microsoft Excel, PowerPoint, Sales, Social Networking, Time Management
Education
University of Missouri-Columbia 2007 — 2012
A degree, Marketing and Brand Management
University of Missouri-Columbia, College of Business 2007 — 2012
Marketing, Marketing
East Central College 2008 — 2009
associates degree, general education. Tutored English
Rebuild St. LouisSt
Edward Jones May 2015 - Present
PNC August 2013 - Present
Starbucks May 2012 - August 2013
Starbucks January 2009 - May 2012
Rivet Global June 2011 - August 2011
My46 October 2006 - May 2007
Skills
Social Media, Online Marketing, Creative Writing, Copywriting, Creative Strategy, Brand Development, Microsoft Office, Wordpress, Corporate Branding, Creative Direction, InDesign, Copy Editing, Photoshop, Advertising, Customer Service, Event Planning, Management, Microsoft Excel, PowerPoint, Sales, Social Networking, Time Management
Education
University of Missouri-Columbia 2007 — 2012
A degree, Marketing and Brand Management
University of Missouri-Columbia, College of Business 2007 — 2012
Marketing, Marketing
East Central College 2008 — 2009
associates degree, general education. Tutored English
Rebuild St. LouisSt
Keith A. Weaver Keith A. Weaver's Edward Jones Experience June 2010 - February 2011
Job REALTOR®, Designated Broker Exit RealtyRealty Place
Industry Real Estate
Experience
Exit Realty-Realty Place February 2011 - Present
Edward Jones June 2010 - February 2011
HomeSmart International April 2010 - June 2010
Weaver Asset Services November 2009 - June 2010
Realty Place, LLC September 2007 - April 2010
Multimedia Fabrication, Inc. October 2002 - October 2009
Multimedia Fabrication, Inc. 1997 - 2000
Skills
REO, Marketing, Contract Negotiation, First Time Home Buyers, Real Estate, Sellers, Sales, Selling, Real Property, Investment Properties, Customer Service, Buyer Representation, Short Sales, Investors, Residential Homes, Real Estate Transactions, Property Management, Listings, Property, Rentals, Brokerage, Buyers, New Homes, Referrals, Commercial Real Estate, Single Family Homes, Foreclosures, Relocation, New Home Sales, Condos, Luxury, HUD, FHA, Move Up Buyers, Vacation Homes, Townhomes, SFR
Education
University of Delaware 1987 — 1989
Mechanical Engineering, Business
Drexel University 1986 — 1987
Mechanical Engineering, Business
Glasgow High School 1982 — 1984
High School Diploma, Engineering Science
Exit Realty-Realty Place February 2011 - Present
Edward Jones June 2010 - February 2011
HomeSmart International April 2010 - June 2010
Weaver Asset Services November 2009 - June 2010
Realty Place, LLC September 2007 - April 2010
Multimedia Fabrication, Inc. October 2002 - October 2009
Multimedia Fabrication, Inc. 1997 - 2000
Skills
REO, Marketing, Contract Negotiation, First Time Home Buyers, Real Estate, Sellers, Sales, Selling, Real Property, Investment Properties, Customer Service, Buyer Representation, Short Sales, Investors, Residential Homes, Real Estate Transactions, Property Management, Listings, Property, Rentals, Brokerage, Buyers, New Homes, Referrals, Commercial Real Estate, Single Family Homes, Foreclosures, Relocation, New Home Sales, Condos, Luxury, HUD, FHA, Move Up Buyers, Vacation Homes, Townhomes, SFR
Education
University of Delaware 1987 — 1989
Mechanical Engineering, Business
Drexel University 1986 — 1987
Mechanical Engineering, Business
Glasgow High School 1982 — 1984
High School Diploma, Engineering Science
Logan Vaughn Logan Vaughn's Edward Jones Experience 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones 2014 - Present
Logan Vaughn, PhD July 2006 - Present
Health Fairs Onsite 2006 - January 2014
Health Fairs Onsite 2006 - January 2014
Fitness Fits, Inc August 2001 - July 2006
Skills
Coaching, Business Development, Team Building, Sales, CRM, Public Speaking, Strategic Leadership, Management, Grant Writing, Entrepreneurship, Wellness, New Business Development, Small Business, Social Networking, Training, Healthcare, Market Research, Leadership, Marketing, Marketing Strategy, Retail, Human Resources, Public Relations, Event Planning, Start-ups, Nonprofits, Time Management, Leadership Development, Fundraising, Strategic Planning, Corporations, Social Media Marketing, Organizational..., Fitness, Social Media, Executive Coaching, Strategy, Research, Personal Development, Event Management
Education
University of North Carolina at Greensboro 1988 — 1997
Ph.D., Clinical Psychology
Duke University 1983 — 1987
Edward Jones 2014 - Present
Logan Vaughn, PhD July 2006 - Present
Health Fairs Onsite 2006 - January 2014
Health Fairs Onsite 2006 - January 2014
Fitness Fits, Inc August 2001 - July 2006
Skills
Coaching, Business Development, Team Building, Sales, CRM, Public Speaking, Strategic Leadership, Management, Grant Writing, Entrepreneurship, Wellness, New Business Development, Small Business, Social Networking, Training, Healthcare, Market Research, Leadership, Marketing, Marketing Strategy, Retail, Human Resources, Public Relations, Event Planning, Start-ups, Nonprofits, Time Management, Leadership Development, Fundraising, Strategic Planning, Corporations, Social Media Marketing, Organizational..., Fitness, Social Media, Executive Coaching, Strategy, Research, Personal Development, Event Management
Education
University of North Carolina at Greensboro 1988 — 1997
Ph.D., Clinical Psychology
Duke University 1983 — 1987
Don Leupold Don Leupold's Edward Jones Experience August 2007 - Present
Job financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2007 - Present
Education
Drury University
Edward Jones August 2007 - Present
Education
Drury University
Jon Kingston, CFP®, ChFC®, CLU® Jon Kingston, CFP®, ChFC®, CLU®'s Edward Jones Experience October 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Skills
Series 7, Uniform Combined State..., ChFC, CLU, CFP
Education
East Carolina University - College of Business
Master of Business Administration (M.B.A.)
University of Dayton 2003 — 2007
Bachelor of Arts in Economics
Edward Jones October 2010 - Present
Skills
Series 7, Uniform Combined State..., ChFC, CLU, CFP
Education
East Carolina University - College of Business
Master of Business Administration (M.B.A.)
University of Dayton 2003 — 2007
Bachelor of Arts in Economics
Michelle Denise Michelle Denise's Edward Jones Experience January 2012 - March 2014
Job MDI
Industry Investment Management
Experience
MDI March 2014 - Present
Edward Jones January 2012 - March 2014
Skills
Strategic Financial..., Long-term Care, Customer Service, Insurance, Public Speaking, Life Insurance, Microsoft Office, Investments, Microsoft Word, Microsoft Excel, Financial Analysis, Team Building, Marketing, Leadership, Retirement Planning, Banking, Strategic Planning, Loans, Sales, Fixed Annuities, Business Planning, Series 7, Sales Management, 401k Rollovers, Investment Advisory, Disability Insurance, 401k, Term Life Insurance, IRAs, Underwriting, Long Term Care Insurance, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning
Education
East Tennessee State University 1994 — 1997
Bachelor of Science (BS), Speech Communication and Rhetoric
MDI March 2014 - Present
Edward Jones January 2012 - March 2014
Skills
Strategic Financial..., Long-term Care, Customer Service, Insurance, Public Speaking, Life Insurance, Microsoft Office, Investments, Microsoft Word, Microsoft Excel, Financial Analysis, Team Building, Marketing, Leadership, Retirement Planning, Banking, Strategic Planning, Loans, Sales, Fixed Annuities, Business Planning, Series 7, Sales Management, 401k Rollovers, Investment Advisory, Disability Insurance, 401k, Term Life Insurance, IRAs, Underwriting, Long Term Care Insurance, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning
Education
East Tennessee State University 1994 — 1997
Bachelor of Science (BS), Speech Communication and Rhetoric
Dakota Crow's Edward Jones Experience July 2010 - August 2010
Job CEO at Boys and Girls Club of the Muskegon Lakeshore
Industry Nonprofit Organization Management
Experience
Boys and Girls Club of the Greater West Plains Area April 2013 - Present
Source One Digital December 2011 - March 2013
Branson/Lakes Area Chamber of Commerce and CVB July 2011 - December 2011
Edward Jones July 2010 - August 2010
New York Life Insurance Company June 2009 - October 2009
Info Tube June 2007 - July 2007
Skills
Golf Instruction, Public Speaking, Direct Sales, Sales Process, Advertising, Social Media, Event Planning, Social Media Marketing, Event Management, Public Relations, Marketing Strategy, Customer Service, Marketing, Adobe Creative Suite, Graphic Design, Direct Mail
Education
Drury University 2007 — 2011
Bachelor of Business Administration, Marketing, Management and Global Studies
Boys and Girls Club of the Greater West Plains Area April 2013 - Present
Source One Digital December 2011 - March 2013
Branson/Lakes Area Chamber of Commerce and CVB July 2011 - December 2011
Edward Jones July 2010 - August 2010
New York Life Insurance Company June 2009 - October 2009
Info Tube June 2007 - July 2007
Skills
Golf Instruction, Public Speaking, Direct Sales, Sales Process, Advertising, Social Media, Event Planning, Social Media Marketing, Event Management, Public Relations, Marketing Strategy, Customer Service, Marketing, Adobe Creative Suite, Graphic Design, Direct Mail
Education
Drury University 2007 — 2011
Bachelor of Business Administration, Marketing, Management and Global Studies
Jonathan Luna Jonathan Luna's Edward Jones Experience January 2008 - September 2008
Job Business Development Associate at TrustHCS / Trust Healthcare Consulting Services, LLC
Industry Hospital & Health Care
Experience
Classy Llama June 2013 - July 2013
HealthMEDX November 2008 - June 2013
Edward Jones January 2008 - September 2008
Acura of Springfield August 2004 - January 2008
Skills
Strategic Planning, Microsoft Office, Project Management, Customer Service, Customer Retention, Sales, Long-term Care
Education
Drury University 2000 — 2004
Bachelor of Arts in Business Administration
Classy Llama June 2013 - July 2013
HealthMEDX November 2008 - June 2013
Edward Jones January 2008 - September 2008
Acura of Springfield August 2004 - January 2008
Skills
Strategic Planning, Microsoft Office, Project Management, Customer Service, Customer Retention, Sales, Long-term Care
Education
Drury University 2000 — 2004
Bachelor of Arts in Business Administration
Judi Swilling Judi Swilling's Edward Jones Experience January 2000 - Present
Job Chairman at Claiborne County Republian Party
Industry Financial Services
Experience
Claiborne County Republian Party March 2005 - Present
Edward Jones January 2000 - Present
Skills
Office Management, Customer Service, Administration, Equities, Investments, Insurance, Credit, Financial Planning, Customer Relations, Employee Benefits, Bookkeeping, Microsoft Office, Event Planning, Accounts Receivable, Budgeting, Employee Relations, Portfolio Management, Fundraising, Typing, Event Management, Accounting, Public Speaking, Accounts Payable, Billing, Compliance, Nonprofits, Social Networking, Public Relations, Political Campaigns, Administrative..., Community Development, 401k, Mutual Funds, Finance, Retirement, Retirement Planning, Securities, Internal Communications, Office Administration, Press Releases, Financial Reporting, Management, Financial Analysis, Budgets, Team Building, Strategic Planning, IRAs, Small Business, Grassroots Organizing, Politics
Education
East Tennessee State University 1969 — 1972
Bachelor of Science (BS), Elementary Education and Teaching, k-8
Claiborne County Republian Party March 2005 - Present
Edward Jones January 2000 - Present
Skills
Office Management, Customer Service, Administration, Equities, Investments, Insurance, Credit, Financial Planning, Customer Relations, Employee Benefits, Bookkeeping, Microsoft Office, Event Planning, Accounts Receivable, Budgeting, Employee Relations, Portfolio Management, Fundraising, Typing, Event Management, Accounting, Public Speaking, Accounts Payable, Billing, Compliance, Nonprofits, Social Networking, Public Relations, Political Campaigns, Administrative..., Community Development, 401k, Mutual Funds, Finance, Retirement, Retirement Planning, Securities, Internal Communications, Office Administration, Press Releases, Financial Reporting, Management, Financial Analysis, Budgets, Team Building, Strategic Planning, IRAs, Small Business, Grassroots Organizing, Politics
Education
East Tennessee State University 1969 — 1972
Bachelor of Science (BS), Elementary Education and Teaching, k-8
Nathaniel Barlow Nathaniel Barlow's Edward Jones Experience May 2014 - August 2014
Job Project Manager at Messapps
Industry Market Research
Experience
Messapps May 2015 - Present
Eurasia Group September 2014 - December 2014
Edward Jones May 2014 - August 2014
BrightCo January 2014 - May 2014
Dezan Shira & Associates June 2013 - August 2013
China Solutions January 2013 - May 2013
New York University September 2011 - December 2012
Skills
International Exposure, International Relations, Market Research, Entrepreneurship, Mandarin, Intercultural Skills, Writing, Finance, Editing, Economics, Data Analysis, Business Development, Leading Diverse Teams, Team Building, Organizational...
Education
New York University 2011 — 2015
Bachelor of Science (B.S.), Economics with Minors in Politics and History
East China Normal University 2013 — 2013
Chinese (Mandarin), East Asian Politics & Economics
Chinese International School 2008 — 2011
International Baccalaureate
Stockholm International School 2005 — 2008
Messapps May 2015 - Present
Eurasia Group September 2014 - December 2014
Edward Jones May 2014 - August 2014
BrightCo January 2014 - May 2014
Dezan Shira & Associates June 2013 - August 2013
China Solutions January 2013 - May 2013
New York University September 2011 - December 2012
Skills
International Exposure, International Relations, Market Research, Entrepreneurship, Mandarin, Intercultural Skills, Writing, Finance, Editing, Economics, Data Analysis, Business Development, Leading Diverse Teams, Team Building, Organizational...
Education
New York University 2011 — 2015
Bachelor of Science (B.S.), Economics with Minors in Politics and History
East China Normal University 2013 — 2013
Chinese (Mandarin), East Asian Politics & Economics
Chinese International School 2008 — 2011
International Baccalaureate
Stockholm International School 2005 — 2008
Lynn Selby ChFC® Lynn Selby ChFC®'s Edward Jones Experience December 1999 - June 2011
Job Branch Manager at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James July 2011 - Present
Edward Jones December 1999 - June 2011
AG Edwards July 1998 - December 1999
Skills
Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Series 7, Financial Planning, Public Speaking, Licenses Held : Series..., Financial Designation :..., Financial Services, Investments, Investment Advisory, Insurance, Financial Analysis, Retirement, Estate Planning, Risk Management, Leadership, Fixed Annuities, Marketing, Investment Management, 401k, Bonds, Equities
Education
Duke University 2003 — 2004
Financial Planning and Services
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Mathematics and Computer Science
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Religion
Raymond James July 2011 - Present
Edward Jones December 1999 - June 2011
AG Edwards July 1998 - December 1999
Skills
Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Series 7, Financial Planning, Public Speaking, Licenses Held : Series..., Financial Designation :..., Financial Services, Investments, Investment Advisory, Insurance, Financial Analysis, Retirement, Estate Planning, Risk Management, Leadership, Fixed Annuities, Marketing, Investment Management, 401k, Bonds, Equities
Education
Duke University 2003 — 2004
Financial Planning and Services
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Mathematics and Computer Science
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Religion
Kelsey Vachon's Edward Jones Experience June 2013 - August 2013
Job Finance and Operations Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Fuqua School of Business August 2014 - May 2015
B.A. Hattaway & Associates January 2014 - May 2014
Edward Jones June 2013 - August 2013
North Florida Financial Corporation January 2013 - May 2013
Future Seminole Actuaries May 2012 - May 2013
Gamma Phi Beta Sorority November 2011 - January 2013
Skills
Statistics, Financial Analysis, Capital Markets, Mathematics, Economics, Organization, Team Leadership, Strategic Planning, Highly detail oriented
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies
Florida State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science, Applied Economics; minor in business, 3.7
Deloitte September 2015 - Present
Fuqua School of Business August 2014 - May 2015
B.A. Hattaway & Associates January 2014 - May 2014
Edward Jones June 2013 - August 2013
North Florida Financial Corporation January 2013 - May 2013
Future Seminole Actuaries May 2012 - May 2013
Gamma Phi Beta Sorority November 2011 - January 2013
Skills
Statistics, Financial Analysis, Capital Markets, Mathematics, Economics, Organization, Team Leadership, Strategic Planning, Highly detail oriented
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies
Florida State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science, Applied Economics; minor in business, 3.7
Lennie Blackley Lennie Blackley's Edward Jones Experience March 1985 - Present
Job General Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1985 - Present
Edward Jones 1985 - Present
Skills
Estate Considerations, Retirement Planning, Portfolio and..., Common Stocks, Annuities
Education
East Carolina University - College of Business 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones March 1985 - Present
Edward Jones 1985 - Present
Skills
Estate Considerations, Retirement Planning, Portfolio and..., Common Stocks, Annuities
Education
East Carolina University - College of Business 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Anthony Mackie Anthony Mackie's Edward Jones Experience 1996 - 1997
Job Sales Suppport Specialist
Industry Financial Services
Experience
The Tranel Financial Group June 2013 - Present
NAMI 2013 - 2014
Aon Hewitt August 2011 - January 2013
The Chapel 2002 - 2013
CharterOne Bank November 2009 - June 2011
The Tranel Financial Group March 2006 - March 2009
TD Ameritrade 2000 - 2005
Edward Jones 1996 - 1997
Fifth Third Bank 1990 - 1994
BC Ziegler 1983 - 1990
Skills
Medicare Specialist, Customer Service, Leadership, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Coaching, Investments, Microsoft Excel, Sales, Insurance, Social Media, Research, Finance, Access, Employee Benefits, Strategic Planning, Medicare, Marketing, Team Building, Customer Satisfaction, Budgets, Outlook, Time Management, Process Improvement, Management, Training, Recruiting, Team Leadership, Customer Support, Customer Experience, Customer Engagement, Customer Retention, Customer Oriented, Positive Team Player, Financial Reporting, CRM, Life Insurance, Marketing Strategy, Building Effective...
Education
College of Lake County
Bachelor of Science (B.S.), Finance
Eastern Illinois University
Bachelor of Science in Business Administration, Finance
Waukegan East High School
The Tranel Financial Group June 2013 - Present
NAMI 2013 - 2014
Aon Hewitt August 2011 - January 2013
The Chapel 2002 - 2013
CharterOne Bank November 2009 - June 2011
The Tranel Financial Group March 2006 - March 2009
TD Ameritrade 2000 - 2005
Edward Jones 1996 - 1997
Fifth Third Bank 1990 - 1994
BC Ziegler 1983 - 1990
Skills
Medicare Specialist, Customer Service, Leadership, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Coaching, Investments, Microsoft Excel, Sales, Insurance, Social Media, Research, Finance, Access, Employee Benefits, Strategic Planning, Medicare, Marketing, Team Building, Customer Satisfaction, Budgets, Outlook, Time Management, Process Improvement, Management, Training, Recruiting, Team Leadership, Customer Support, Customer Experience, Customer Engagement, Customer Retention, Customer Oriented, Positive Team Player, Financial Reporting, CRM, Life Insurance, Marketing Strategy, Building Effective...
Education
College of Lake County
Bachelor of Science (B.S.), Finance
Eastern Illinois University
Bachelor of Science in Business Administration, Finance
Waukegan East High School
Elizabeth Miller Elizabeth Miller's Edward Jones Experience June 2007 - November 2012
Job Program Coordinator at University of South Carolina
Industry Financial Services
Experience
University of South Carolina 2014 - Present
Mary Kay Inc. December 2013 - Present
Eastman Credit Union March 2012 - August 2013
Edward Jones June 2007 - November 2012
Skills
Theatre, Drama, Music, Dance, Customer Service, Finance, Banking, Mutual Funds, Stocks, Bonds, Film, Acting, Credit, Outlook, Social Networking, Financial Analysis, Public Speaking, Microsoft Excel
Education
King College 2009 — 2010
Masters of Business Administration (M.B.A.), Finance
East Tennessee State University 2003 — 2007
Bachelors of Science (B.S.), Speech Communications, Theatre, and Finance
Academy for Arts Science and Technology 2002 — 2003
High School Diploma, Theatre/Theater
South Carolina Governor's School for Arts and Humanities 2001 — 2002
Theatre/Theater
University of South Carolina 2014 - Present
Mary Kay Inc. December 2013 - Present
Eastman Credit Union March 2012 - August 2013
Edward Jones June 2007 - November 2012
Skills
Theatre, Drama, Music, Dance, Customer Service, Finance, Banking, Mutual Funds, Stocks, Bonds, Film, Acting, Credit, Outlook, Social Networking, Financial Analysis, Public Speaking, Microsoft Excel
Education
King College 2009 — 2010
Masters of Business Administration (M.B.A.), Finance
East Tennessee State University 2003 — 2007
Bachelors of Science (B.S.), Speech Communications, Theatre, and Finance
Academy for Arts Science and Technology 2002 — 2003
High School Diploma, Theatre/Theater
South Carolina Governor's School for Arts and Humanities 2001 — 2002
Theatre/Theater
Franklin Giovannelli's Edward Jones Experience June 2014 - August 2014
Job ACCEL Retail Banking Developement Associate at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
Duquesne University: Office of Residence Life 2013 - May 2015
Duquesne University: Student Government Association March 2014 - March 2015
Edward Jones June 2014 - August 2014
U.S. Department of Justice 2012 - August 2013
United States Attorney's Office May 2012 - August 2012
Education
Duquesne University 2011 — 2015
Bachelor of Science (BS), Finance
Duquesne University - Rome Campus
Business Statistics and Economics
Kenyon College 2010 — 2011
English and World Studies
PNC June 2015 - Present
Duquesne University: Office of Residence Life 2013 - May 2015
Duquesne University: Student Government Association March 2014 - March 2015
Edward Jones June 2014 - August 2014
U.S. Department of Justice 2012 - August 2013
United States Attorney's Office May 2012 - August 2012
Education
Duquesne University 2011 — 2015
Bachelor of Science (BS), Finance
Duquesne University - Rome Campus
Business Statistics and Economics
Kenyon College 2010 — 2011
English and World Studies
Lorraine Nunziata Lorraine Nunziata's Edward Jones Experience February 2013 - Present
Job Finance/Marketing
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Bank of America November 2003 - June 2006
Loral Skynet August 2002 - February 2003
Loral Skynet November 1999 - July 2002
Bell Atlantic Mobile (Verizon Wireless) April 1996 - October 1999
Bell Atlantic International Wireless (Verizon Wireless) August 1998 - December 1998
Bell Atlantic Mobile (Verizon Wireless) June 1994 - March 1996
Bell Atlantic Mobile (Verizon Wireless) January 1994 - June 1994
Bell Atlantic Mobile (Verizon Wireless) April 1992 - December 1993
Bell Atlantic Mobile (Verizon Wireless) June 1990 - April 1992
Skills
Product Management, Customer Satisfaction, Cross-functional Team..., Customer Retention, Marketing, Leadership, Customer Service, Marketing Strategy, Competitive Analysis
Education
Rider University 1993 — 1996
MBA
Drexel University - College of Business and Administration 1985 — 1990
BS, Finance, Marketing
Edward Jones February 2013 - Present
Bank of America November 2003 - June 2006
Loral Skynet August 2002 - February 2003
Loral Skynet November 1999 - July 2002
Bell Atlantic Mobile (Verizon Wireless) April 1996 - October 1999
Bell Atlantic International Wireless (Verizon Wireless) August 1998 - December 1998
Bell Atlantic Mobile (Verizon Wireless) June 1994 - March 1996
Bell Atlantic Mobile (Verizon Wireless) January 1994 - June 1994
Bell Atlantic Mobile (Verizon Wireless) April 1992 - December 1993
Bell Atlantic Mobile (Verizon Wireless) June 1990 - April 1992
Skills
Product Management, Customer Satisfaction, Cross-functional Team..., Customer Retention, Marketing, Leadership, Customer Service, Marketing Strategy, Competitive Analysis
Education
Rider University 1993 — 1996
MBA
Drexel University - College of Business and Administration 1985 — 1990
BS, Finance, Marketing
Price Woodward Price Woodward's Edward Jones Experience January 2013 - Present
Job Principal Client Solutions at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones July 1984 - Present
Education
Duke University - The Fuqua School of Business 1991 — 1992
Masters of Business Administration
Presbyterian College 1980 — 1984
BS - Business Administration, Business Management
Edward Jones January 2013 - Present
Edward Jones July 1984 - Present
Education
Duke University - The Fuqua School of Business 1991 — 1992
Masters of Business Administration
Presbyterian College 1980 — 1984
BS - Business Administration, Business Management
Heidi Sowatsky Heidi Sowatsky's Edward Jones Experience July 1982 - June 2004
Job SWAT Design Team for Decorating Den
Industry Design
Experience
Decorating Den Interiors 2004 - Present
Edward Jones July 1982 - June 2004
Skills
Small Business, Public Speaking, Customer Relations, Problem Solving, Retail, Customer Service
Education
Duke University - Fuqua School of Business 1999 — 2000
MBA, Global Executive
University of Michigan 1978 — 1982
Bachelors, Business Administration and Management, General
Decorating Den Interiors 2004 - Present
Edward Jones July 1982 - June 2004
Skills
Small Business, Public Speaking, Customer Relations, Problem Solving, Retail, Customer Service
Education
Duke University - Fuqua School of Business 1999 — 2000
MBA, Global Executive
University of Michigan 1978 — 1982
Bachelors, Business Administration and Management, General
Jack Ley Jack Ley's Edward Jones Experience November 2012 - February 2013
Job Independent fuel broker and entrepreneur
Industry Automotive
Experience
Sunny Daze Aviation December 2014 - Present
Pittsburgh at large April 2013 - Present
Edward Jones November 2012 - February 2013
Shipley Energy Group April 2010 - October 2010
JLDL Corporation 1991 - 2010
Hunter Engineering 1981 - 1994
Skills
Commercial Pilot, New Business Development, Sales Operations, Contract Negotiation, Commercial Aviation, Sales, Leadership, Strategic Planning, Manufacturing, Customer Service
Education
Duquesne University 1969 — 1973
B.S. Business Admin, Marketing
Sunny Daze Aviation December 2014 - Present
Pittsburgh at large April 2013 - Present
Edward Jones November 2012 - February 2013
Shipley Energy Group April 2010 - October 2010
JLDL Corporation 1991 - 2010
Hunter Engineering 1981 - 1994
Skills
Commercial Pilot, New Business Development, Sales Operations, Contract Negotiation, Commercial Aviation, Sales, Leadership, Strategic Planning, Manufacturing, Customer Service
Education
Duquesne University 1969 — 1973
B.S. Business Admin, Marketing
Andrew Wiscombe Andrew Wiscombe's Edward Jones Experience August 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Andrew Wiscombe May 2004 - Present
Union Pacific Railroad January 2013 - August 2014
CivicPlus November 2011 - January 2013
Medical Search Associates 2011 - November 2011
US Army September 2005 - November 2010
LDS Church May 2002 - May 2004
Skills
Leadership, Training, Military, Government, Operations Management, Military Operations, Consulting, Recruiting, Team Building, Leadership Development, Process Improvement, Employee Relations, Onboarding, Strategic Planning, Customer Service, Healthcare, Nursing, Hospitals, Healthcare Management, Managed Care, Healthcare Information..., EHR, EMR, Management, Public Speaking, HIPAA, Performance Improvement, Physicians, Brazilian Portuguese
Education
Duquesne University 2013 — 2015
Masters of Science in Professional Administration, Organizational Leadership and Business
Upper Iowa University 2010 — 2012
BS, Health Services Administration
Edward Jones August 2014 - Present
Andrew Wiscombe May 2004 - Present
Union Pacific Railroad January 2013 - August 2014
CivicPlus November 2011 - January 2013
Medical Search Associates 2011 - November 2011
US Army September 2005 - November 2010
LDS Church May 2002 - May 2004
Skills
Leadership, Training, Military, Government, Operations Management, Military Operations, Consulting, Recruiting, Team Building, Leadership Development, Process Improvement, Employee Relations, Onboarding, Strategic Planning, Customer Service, Healthcare, Nursing, Hospitals, Healthcare Management, Managed Care, Healthcare Information..., EHR, EMR, Management, Public Speaking, HIPAA, Performance Improvement, Physicians, Brazilian Portuguese
Education
Duquesne University 2013 — 2015
Masters of Science in Professional Administration, Organizational Leadership and Business
Upper Iowa University 2010 — 2012
BS, Health Services Administration
Lisa Blase Lisa Blase's Edward Jones Experience May 2005 - December 2006
Job Senior Designer at Brookdale
Industry Hospital & Health Care
Experience
Brookdale Senior Living February 2007 - Present
Edward Jones May 2005 - December 2006
Skills
Graphic Design, Advertising, Brochures, Email Marketing, Direct Mail, Layout, Illustrator, QuarkXPress, Logo Design, Graphics, InDesign, Adobe Acrobat, Marketing, Adobe Creative Suite, Photoshop, Corporate Identity, Newsletters, Brand Development, Mac, Creative Direction, Branding & Identity, Marketing Communications, Typography, Art Direction, Posters, Packaging, Print Production, Pre-press, Flyers, Microsoft Office, Image Manipulation, Promotions, Retouching, Project Management, Team Management, Digital Marketing, Leadership, Team Leadership, Team Building, Senior Living..., Invitations, Direct Mail Campaigns, Basic HTML, CSS
Education
East Central College 2012 — 2013
Bachelor of Arts (BA), Continuing Education Courses
Maryville University of Saint Louis 2001 — 2005
Bachelor of Arts (BA), Graphic Design
Brookdale Senior Living February 2007 - Present
Edward Jones May 2005 - December 2006
Skills
Graphic Design, Advertising, Brochures, Email Marketing, Direct Mail, Layout, Illustrator, QuarkXPress, Logo Design, Graphics, InDesign, Adobe Acrobat, Marketing, Adobe Creative Suite, Photoshop, Corporate Identity, Newsletters, Brand Development, Mac, Creative Direction, Branding & Identity, Marketing Communications, Typography, Art Direction, Posters, Packaging, Print Production, Pre-press, Flyers, Microsoft Office, Image Manipulation, Promotions, Retouching, Project Management, Team Management, Digital Marketing, Leadership, Team Leadership, Team Building, Senior Living..., Invitations, Direct Mail Campaigns, Basic HTML, CSS
Education
East Central College 2012 — 2013
Bachelor of Arts (BA), Continuing Education Courses
Maryville University of Saint Louis 2001 — 2005
Bachelor of Arts (BA), Graphic Design
Tim Story Tim Story's Edward Jones Experience April 2012 - May 2014
Job
Industry Investment Management
Experience
Bank of Tennessee April 2015 - Present
VALIC May 2014 - April 2015
Edward Jones April 2012 - May 2014
Fort Sill NB November 2011 - April 2012
The AAM Group August 2009 - July 2011
Elixir Media Group February 2009 - August 2009
ntara May 2008 - January 2009
Syndeo Alliance November 2006 - April 2008
Saratoga Technologies September 2002 - October 2006
Com-Tek April 1995 - August 2002
Skills
SEO, Business Development, Entrepreneurship, Marketing, Strategy, Leadership, Marketing Strategy, Account Management, Strategic Planning, Social Media, Online Advertising, Social Media Marketing, B2B, Sales, Marketing Communications, Team Building, Public Relations, Public Speaking, Customer Service, Online Marketing, Advertising, SEM, Start-ups, Product Development, Email Marketing, Business Strategy, Team Leadership, Competitive Analysis, Negotiation, Customer Retention
Education
East Tennessee State University 1991 — 1996
BA, Communications
SHHS
Bank of Tennessee April 2015 - Present
VALIC May 2014 - April 2015
Edward Jones April 2012 - May 2014
Fort Sill NB November 2011 - April 2012
The AAM Group August 2009 - July 2011
Elixir Media Group February 2009 - August 2009
ntara May 2008 - January 2009
Syndeo Alliance November 2006 - April 2008
Saratoga Technologies September 2002 - October 2006
Com-Tek April 1995 - August 2002
Skills
SEO, Business Development, Entrepreneurship, Marketing, Strategy, Leadership, Marketing Strategy, Account Management, Strategic Planning, Social Media, Online Advertising, Social Media Marketing, B2B, Sales, Marketing Communications, Team Building, Public Relations, Public Speaking, Customer Service, Online Marketing, Advertising, SEM, Start-ups, Product Development, Email Marketing, Business Strategy, Team Leadership, Competitive Analysis, Negotiation, Customer Retention
Education
East Tennessee State University 1991 — 1996
BA, Communications
SHHS
D. Scott Huff D. Scott Huff's Edward Jones Experience September 1993 - May 1994
Job Professional with finance and sales experience looking to join a progressive company.
Industry Financial Services
Experience
Volunteer High School August 2007 - February 2014
Washington County Board of Education January 2004 - May 2005
Inslogic, Inc. September 2002 - April 2003
N2Nvest.com July 1999 - March 2001
Ameristar Investments April 1997 - December 1997
JC Bradford & Co. May 1994 - April 1997
Edward Jones September 1993 - May 1994
Skills
Financial Services, Finance, Financial Advisory, Investments, Leadership, Portfolio Management, Corporate Finance, Management, Curriculum Design, General Awesomeness, Change Management, Program Management, Relationship Management, Executive Management, Asset, Mutual Funds, Equities, Hedge Funds, Microsoft Excel, SaaS, Salesforce.com, Enterprise Software, Microsoft Office, Sales, Customer Service, Strategic Planning, Marketing Strategy, Team Building
Education
Milligan College 2005 — 2006
Master's Degree, Masters of Education program, 3.16
East Tennessee State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Corporate Finance
Tennessee Wesleyan College 1989 — 1990
No, Business Administration and Management, General
Volunteer High School August 2007 - February 2014
Washington County Board of Education January 2004 - May 2005
Inslogic, Inc. September 2002 - April 2003
N2Nvest.com July 1999 - March 2001
Ameristar Investments April 1997 - December 1997
JC Bradford & Co. May 1994 - April 1997
Edward Jones September 1993 - May 1994
Skills
Financial Services, Finance, Financial Advisory, Investments, Leadership, Portfolio Management, Corporate Finance, Management, Curriculum Design, General Awesomeness, Change Management, Program Management, Relationship Management, Executive Management, Asset, Mutual Funds, Equities, Hedge Funds, Microsoft Excel, SaaS, Salesforce.com, Enterprise Software, Microsoft Office, Sales, Customer Service, Strategic Planning, Marketing Strategy, Team Building
Education
Milligan College 2005 — 2006
Master's Degree, Masters of Education program, 3.16
East Tennessee State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Corporate Finance
Tennessee Wesleyan College 1989 — 1990
No, Business Administration and Management, General
Mike Laur Mike Laur's Edward Jones Experience May 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2001 - Present
PlymoVent AB August 1998 - November 2000
PSEG January 1992 - February 1998
Skills
Retirement Planning, Stocks, Bonds, Financial Calculations, Mutual Funds, Portfolio Assessment
Education
Widener University 1994 — 1997
Master's degree, Engineering/Industrial Management
Drexel University 1987 — 1992
Bachelor of Science (B.S.), Mechanical Engineering
Edward Jones May 2001 - Present
PlymoVent AB August 1998 - November 2000
PSEG January 1992 - February 1998
Skills
Retirement Planning, Stocks, Bonds, Financial Calculations, Mutual Funds, Portfolio Assessment
Education
Widener University 1994 — 1997
Master's degree, Engineering/Industrial Management
Drexel University 1987 — 1992
Bachelor of Science (B.S.), Mechanical Engineering
Mike Durham Mike Durham's Edward Jones Experience January 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
Education
East Carolina University 1993 — 1997
Edward Jones January 2010 - Present
Education
East Carolina University 1993 — 1997
Luis G. Gonzalez, AIF®, CRPC®'s Edward Jones Experience 2009 - 2011
Job Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Allstate Financial Services, LLC May 2011 - May 2013
Edward Jones 2009 - 2011
Administaff 2007 - 2009
Liberty Mutual Insurance 2005 - 2007
Pacesetter Corporation 2001 - 2005
Skills
Skilled Sales..., Marketing, Internet Strategy, Sales Operations, Sales Management, Operations Management, Marksmanship, Parent Education, Strategic Financial..., Financial Analysis, Finance, Small Business, Marketing Strategy, Negotiation, Strategic Planning, Insurance, Financial Services, Contract Negotiation, Public Speaking, Cold Calling, Account Management, New Business Development, Lead Generation, Social Networking, Coaching, Estate Planning, Leadership, Banking, Management, Strategy, Investments, Sales, Retirement, Business Strategy, Financial Advisory, Fixed Annuities, Series 7, IRAs, Securities, Life Insurance, Mutual Funds, Risk Management, Disability Insurance, Long Term Care Insurance, Term Life Insurance
Education
Duquesne University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Global Marketing/ Finance
La Universidad Interamericana de Puerto Rico 1996 — 1998
Baldwin School of Puerto Rico 1986 — 1995
LPL Financial May 2013 - Present
Allstate Financial Services, LLC May 2011 - May 2013
Edward Jones 2009 - 2011
Administaff 2007 - 2009
Liberty Mutual Insurance 2005 - 2007
Pacesetter Corporation 2001 - 2005
Skills
Skilled Sales..., Marketing, Internet Strategy, Sales Operations, Sales Management, Operations Management, Marksmanship, Parent Education, Strategic Financial..., Financial Analysis, Finance, Small Business, Marketing Strategy, Negotiation, Strategic Planning, Insurance, Financial Services, Contract Negotiation, Public Speaking, Cold Calling, Account Management, New Business Development, Lead Generation, Social Networking, Coaching, Estate Planning, Leadership, Banking, Management, Strategy, Investments, Sales, Retirement, Business Strategy, Financial Advisory, Fixed Annuities, Series 7, IRAs, Securities, Life Insurance, Mutual Funds, Risk Management, Disability Insurance, Long Term Care Insurance, Term Life Insurance
Education
Duquesne University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Global Marketing/ Finance
La Universidad Interamericana de Puerto Rico 1996 — 1998
Baldwin School of Puerto Rico 1986 — 1995
Wes Singleton Wes Singleton's Edward Jones Experience April 1982 - October 1989
Job Investment advisor at Singleton & Singleton Investment Group of Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2005 - Present
JC Bradford October 1989 - September 2005
Edward Jones April 1982 - October 1989
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Retirement Planning, Fixed Income, Bonds, Investment Management, Alternative Investments
Education
East Carolina University 1977 — 1981
BSBA, Finance
Raymond James Financial Inc. September 2005 - Present
JC Bradford October 1989 - September 2005
Edward Jones April 1982 - October 1989
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Retirement Planning, Fixed Income, Bonds, Investment Management, Alternative Investments
Education
East Carolina University 1977 — 1981
BSBA, Finance
Brittany Holbert, PHR Brittany Holbert, PHR's Edward Jones Experience 2011 - 2013
Job Senior Human Resources Generalist
Industry Human Resources
Experience
MAHLE March 2014 - Present
Alpha Delta Pi Sorority January 2014 - Present
MAHLE August 2013 - March 2014
MAHLE January 2013 - August 2013
Edward Jones 2011 - 2013
Citizen Tribune 2010 - 2011
KaTom Restaurant Supply, Inc. 2010 - 2011
Alpha Delta Pi Sorority July 2009 - September 2010
Alpha Delta Pi Sorority January 2008 - January 2009
ETSU Writing Center 2009 - 2009
Skills
PowerPoint, Consulting, Public Speaking, Fundraising, Event Planning, Marketing, Non-profits, Social Media, Leadership Development, Recruiting, Program Management, Human Resources, Microsoft Office, Leadership, Public Relations, Conflict Resolution, Press Releases, Nonprofits, Advertising, Team Building, Strategic Planning, Management, Budgets, Project Planning, Analysis, Process Improvement, Social Networking, Social Media Marketing, Training, Time Management, Sales, Event Management, Microsoft Excel, Marketing Communications, Editing, Organizational..., Coaching, HR Consulting, Strategic HR, Team Leadership
Education
East Tennessee State University 2005 — 2009
BA, Speech Communication and Rhetoric
Morristown Hamblen High School East (May 2005)
MAHLE March 2014 - Present
Alpha Delta Pi Sorority January 2014 - Present
MAHLE August 2013 - March 2014
MAHLE January 2013 - August 2013
Edward Jones 2011 - 2013
Citizen Tribune 2010 - 2011
KaTom Restaurant Supply, Inc. 2010 - 2011
Alpha Delta Pi Sorority July 2009 - September 2010
Alpha Delta Pi Sorority January 2008 - January 2009
ETSU Writing Center 2009 - 2009
Skills
PowerPoint, Consulting, Public Speaking, Fundraising, Event Planning, Marketing, Non-profits, Social Media, Leadership Development, Recruiting, Program Management, Human Resources, Microsoft Office, Leadership, Public Relations, Conflict Resolution, Press Releases, Nonprofits, Advertising, Team Building, Strategic Planning, Management, Budgets, Project Planning, Analysis, Process Improvement, Social Networking, Social Media Marketing, Training, Time Management, Sales, Event Management, Microsoft Excel, Marketing Communications, Editing, Organizational..., Coaching, HR Consulting, Strategic HR, Team Leadership
Education
East Tennessee State University 2005 — 2009
BA, Speech Communication and Rhetoric
Morristown Hamblen High School East (May 2005)
Deric Governale Deric Governale's Edward Jones Experience February 2003 - January 2013
Job Financial Advisor at Cornerstone Private Client Group
Industry Financial Services
Experience
Cornerstone Private Client Group January 2013 - Present
Edward Jones February 2003 - January 2013
Skills
401k, 401k Rollovers, Retirement Planning, Mutual Funds, Stocks, Insurance, Long Term Care Insurance, Investments, IRAs, Retirement, Strategic Financial..., Series 63, Series 7, Investment Advisory, Strategic Planning, Customer Service, Team Building, Leadership, Marketing, Finance
Education
East Carolina University 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cornerstone Private Client Group January 2013 - Present
Edward Jones February 2003 - January 2013
Skills
401k, 401k Rollovers, Retirement Planning, Mutual Funds, Stocks, Insurance, Long Term Care Insurance, Investments, IRAs, Retirement, Strategic Financial..., Series 63, Series 7, Investment Advisory, Strategic Planning, Customer Service, Team Building, Leadership, Marketing, Finance
Education
East Carolina University 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gail Rossier's Edward Jones Experience October 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
St. Johnsbury Academy May 2011 - July 2013
The Character & Heritage Institute April 1990 - May 2011
Skills
Office Administration, Program Management, Creative Writing, Prospect Research, Grants, Public Relations, Curriculum Design, Teaching, Public Speaking, Volunteer Management, Educational Technology, Microsoft Word, Video Production, Proposal Writing, Media Relations, Grant Writing, Media Production, Non-profits, Production Managment, Small Business, Fundraising, Research, Scripting, Film Production, Nonprofits
Education
Florida State University 1990 — 1994
Motion Pictures, Television, & Recording Arts, Film Production
Brevard Community College 1988 — 1989
Associate of Arts (A.A.), Communication and Media Studies
St. Johnsbury Academy 1969 — 1973
Edward Jones October 2013 - Present
St. Johnsbury Academy May 2011 - July 2013
The Character & Heritage Institute April 1990 - May 2011
Skills
Office Administration, Program Management, Creative Writing, Prospect Research, Grants, Public Relations, Curriculum Design, Teaching, Public Speaking, Volunteer Management, Educational Technology, Microsoft Word, Video Production, Proposal Writing, Media Relations, Grant Writing, Media Production, Non-profits, Production Managment, Small Business, Fundraising, Research, Scripting, Film Production, Nonprofits
Education
Florida State University 1990 — 1994
Motion Pictures, Television, & Recording Arts, Film Production
Brevard Community College 1988 — 1989
Associate of Arts (A.A.), Communication and Media Studies
St. Johnsbury Academy 1969 — 1973
Jarrett Nobles's Edward Jones Experience June 2009 - October 2012
Job MBA Candidate at Fuqua School of Business
Industry Sports
Experience
Fuqua School of Business July 2015 - Present
The Urbane Group LLC March 2007 - Present
Houston Astros October 2012 - July 2015
Edward Jones June 2009 - October 2012
Edward Jones June 2008 - June 2009
Florida A&M University September 2007 - May 2008
Charles Schwab June 2007 - August 2007
Toyota June 2006 - December 2006
US Census Bureau June 2005 - December 2005
Chartered Health Plan June 2003 - August 2003
Skills
Sports Marketing, Sponsorship Activation, Sponsorship Relations, Event Planning, Event Marketing Strategy, Personal Financial..., Series 7, Series 66, Separately Managed..., Unified Managed Accounts, Investment Advisory, Investment Advisory..., Mutual Funds, Project Planning, Sponsorship, Customer Service, Uniform Combined State..., Investment Strategies, Leadership, Marketing, Retirement Planning, Microsoft Excel, Sales Management, FINRA, Microsoft Office, Sales, PowerPoint, Financial Analysis, Financial Services, Process Improvement
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Florida Agricultural and Mechanical University 2003 — 2008
Bachelor’s Degree, Business Administration
DeMatha Catholic High School 1999 — 2003
Diploma
Fuqua School of Business July 2015 - Present
The Urbane Group LLC March 2007 - Present
Houston Astros October 2012 - July 2015
Edward Jones June 2009 - October 2012
Edward Jones June 2008 - June 2009
Florida A&M University September 2007 - May 2008
Charles Schwab June 2007 - August 2007
Toyota June 2006 - December 2006
US Census Bureau June 2005 - December 2005
Chartered Health Plan June 2003 - August 2003
Skills
Sports Marketing, Sponsorship Activation, Sponsorship Relations, Event Planning, Event Marketing Strategy, Personal Financial..., Series 7, Series 66, Separately Managed..., Unified Managed Accounts, Investment Advisory, Investment Advisory..., Mutual Funds, Project Planning, Sponsorship, Customer Service, Uniform Combined State..., Investment Strategies, Leadership, Marketing, Retirement Planning, Microsoft Excel, Sales Management, FINRA, Microsoft Office, Sales, PowerPoint, Financial Analysis, Financial Services, Process Improvement
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Florida Agricultural and Mechanical University 2003 — 2008
Bachelor’s Degree, Business Administration
DeMatha Catholic High School 1999 — 2003
Diploma
Sean Duddy Sean Duddy's Edward Jones Experience June 2013 - August 2013
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry
Experience
Piper Jaffray April 2015 - Present
Principal Financial Group May 2014 - April 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Office, Data Analysis, Time Management, Teamwork
Education
Drake University 2010 — 2014
Accounting and Finance
Piper Jaffray April 2015 - Present
Principal Financial Group May 2014 - April 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Office, Data Analysis, Time Management, Teamwork
Education
Drake University 2010 — 2014
Accounting and Finance
Jason A. Gilbert's Edward Jones Experience March 2015 - Present
Job Edward Jones: Financial Advisor
Industry Investment Management
Experience
Edward Jones March 2015 - Present
RCL Benziger November 2009 - March 2015
RCL Benziger July 2007 - November 2009
RCL Enterprises August 2001 - December 2006
Education
Duquesne University 1997 — 1999
BS - Business Adminstration, Marketing & Investment Management
Edward Jones March 2015 - Present
RCL Benziger November 2009 - March 2015
RCL Benziger July 2007 - November 2009
RCL Enterprises August 2001 - December 2006
Education
Duquesne University 1997 — 1999
BS - Business Adminstration, Marketing & Investment Management
Steven Fear Steven Fear's Edward Jones Experience 1999 - 2000
Job National Account Manager at Boise Cascade
Industry Building Materials
Experience
Boise Cascade October 2013 - Present
James Hardie Building Products September 2011 - October 2013
Sports Endeavors August 2001 - September 2011
Aflac 2001 - 2001
Edward Jones 1999 - 2000
Southwestern Company 1997 - 1999
Southwestern Company 1996 - 1999
Skills
Sales, Coaching, Account Management, Cold Calling, Customer Service, Direct Sales, Logistics, Management, Marketing, Marketing Strategy, Sales Management, Sales Operations, Recruiting, Sales Process, Selling
Education
East Carolina University - College of Business 2005 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, History
Boise Cascade October 2013 - Present
James Hardie Building Products September 2011 - October 2013
Sports Endeavors August 2001 - September 2011
Aflac 2001 - 2001
Edward Jones 1999 - 2000
Southwestern Company 1997 - 1999
Southwestern Company 1996 - 1999
Skills
Sales, Coaching, Account Management, Cold Calling, Customer Service, Direct Sales, Logistics, Management, Marketing, Marketing Strategy, Sales Management, Sales Operations, Recruiting, Sales Process, Selling
Education
East Carolina University - College of Business 2005 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, History
Debbie (Whittlesey) Cantrell Debbie (Whittlesey) Cantrell's Edward Jones Experience August 2003 - July 2004
Job VP Central Money Services, Inc./Insurance Coor Money Concepts
Industry Financial Services
Experience
Central Money Services, Inc July 2004 - Present
Edward Jones August 2003 - July 2004
Education
Drury University
Central Money Services, Inc July 2004 - Present
Edward Jones August 2003 - July 2004
Education
Drury University
Chris Perri Chris Perri's Edward Jones Experience September 2010 - February 2015
Job Assistant Vice President, Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T February 2015 - Present
Edward Jones September 2010 - February 2015
SECU August 2008 - September 2010
Skills
401k Rollovers, Mortgage Lending, Term Life Insurance, Retirement Planning, Investments, Retirement, 529 Plans, Investment Advisory, Education Savings, Whole Life, 401k, IRA's, Mutual Funds, Stocks, Bonds, Simple IRA, Retirement Savings, Retirement Income..., Annuities, ETFs, Managed Accounts, Portfolios
Education
East Carolina University - College of Business
BS, Business Aministration
BB&T February 2015 - Present
Edward Jones September 2010 - February 2015
SECU August 2008 - September 2010
Skills
401k Rollovers, Mortgage Lending, Term Life Insurance, Retirement Planning, Investments, Retirement, 529 Plans, Investment Advisory, Education Savings, Whole Life, 401k, IRA's, Mutual Funds, Stocks, Bonds, Simple IRA, Retirement Savings, Retirement Income..., Annuities, ETFs, Managed Accounts, Portfolios
Education
East Carolina University - College of Business
BS, Business Aministration
Mac Garrett Mac Garrett's Edward Jones Experience 2008 - July 2010
Job Medtronic CRHF Principal Sales Representative
Industry Hospital & Health Care
Experience
Medtronic December 2014 - Present
Medtronic July 2013 - November 2014
Florida Hospital May 2012 - August 2013
Valencia Community College June 2010 - August 2012
Edward Jones 2008 - July 2010
Medtronic 2001 - 2008
Guidant 1997 - 2001
Medtronic June 1995 - July 1997
Holmes Regional Medical Center June 1986 - June 1995
Skills
Cardiology, Medical Devices, Hospitals, Healthcare, Market Development, Strategic Planning, Sales, Contract Negotiation, Coaching, Direct Sales, Product Launch, Operating Room, Cath Lab, Electrophysiology, Vascular, Pacemakers, Defibrillator, Hemodynamic Monitoring, Left Ventricular Assist..., Surgeons, Leadership, Neurology, Capital Equipment, Medical Imaging, Clinical Research, Critical Care, Surgery, Physicians, Sales Force Development, Training, Hardware Diagnostics, Orthopedic, Urology, Diabetes, Sales Operations, Pharmaceutical Sales, Managed Care
Education
DeVry University 2005 — 2008
BS, Sales & Marketing
Brevard Community College 1987 — 1992
Associate of Science (A.S.), Respiratory Therapy
Medtronic December 2014 - Present
Medtronic July 2013 - November 2014
Florida Hospital May 2012 - August 2013
Valencia Community College June 2010 - August 2012
Edward Jones 2008 - July 2010
Medtronic 2001 - 2008
Guidant 1997 - 2001
Medtronic June 1995 - July 1997
Holmes Regional Medical Center June 1986 - June 1995
Skills
Cardiology, Medical Devices, Hospitals, Healthcare, Market Development, Strategic Planning, Sales, Contract Negotiation, Coaching, Direct Sales, Product Launch, Operating Room, Cath Lab, Electrophysiology, Vascular, Pacemakers, Defibrillator, Hemodynamic Monitoring, Left Ventricular Assist..., Surgeons, Leadership, Neurology, Capital Equipment, Medical Imaging, Clinical Research, Critical Care, Surgery, Physicians, Sales Force Development, Training, Hardware Diagnostics, Orthopedic, Urology, Diabetes, Sales Operations, Pharmaceutical Sales, Managed Care
Education
DeVry University 2005 — 2008
BS, Sales & Marketing
Brevard Community College 1987 — 1992
Associate of Science (A.S.), Respiratory Therapy
Andrew Tisdale Andrew Tisdale's Edward Jones Experience April 2015 - Present
Job Senior Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Isothermal Community College August 2012 - Present
Rutherford County Schools July 2005 - Present
Rutherford County Schools August 2002 - July 2005
Skills
Customer Service, Curriculum Development, E-Learning, Differentiated..., Educational Technology, Educational Leadership, Higher Education, Instructional Design, Instructional Technology, K-12, Language Arts, Lesson Planning, Literacy, Microsoft Excel, Microsoft Word, Middle School, Microsoft Office, Elementary Education, Curriculum Design, Classroom Management, Classroom, Fitness, Physical Education, Adult Education, PowerPoint, Social Studies, RTI, Special Education, Student Affairs, Teacher Training, Teaching
Education
Liberty University 2010 — 2012
Master of Arts (MA), Religion and Intercultural Studies, 3.26
East Carolina University 2007 — 2009
Ed.S, Educational Administration and Supervision, 3.7
Gardner-Webb University 2002 — 2004
Master of Education (M.Ed.), School Administration, 3.5
Western Carolina University 1998 — 2001
BS Education, Physical Education, 3.6
Edward Jones April 2015 - Present
Isothermal Community College August 2012 - Present
Rutherford County Schools July 2005 - Present
Rutherford County Schools August 2002 - July 2005
Skills
Customer Service, Curriculum Development, E-Learning, Differentiated..., Educational Technology, Educational Leadership, Higher Education, Instructional Design, Instructional Technology, K-12, Language Arts, Lesson Planning, Literacy, Microsoft Excel, Microsoft Word, Middle School, Microsoft Office, Elementary Education, Curriculum Design, Classroom Management, Classroom, Fitness, Physical Education, Adult Education, PowerPoint, Social Studies, RTI, Special Education, Student Affairs, Teacher Training, Teaching
Education
Liberty University 2010 — 2012
Master of Arts (MA), Religion and Intercultural Studies, 3.26
East Carolina University 2007 — 2009
Ed.S, Educational Administration and Supervision, 3.7
Gardner-Webb University 2002 — 2004
Master of Education (M.Ed.), School Administration, 3.5
Western Carolina University 1998 — 2001
BS Education, Physical Education, 3.6
Brandon Haines, MBA, AAMS®, AWMA®, CFP® Brandon Haines, MBA, AAMS®, AWMA®, CFP®'s Edward Jones Experience July 2001 - October 2007
Job Sr. Wealth Advisor at Haines Financial, LLC
Industry Financial Services
Experience
Haines Financial, LLC October 2007 - Present
Triad Advisors November 2014 - Present
LPL Financial October 2007 - November 2014
Edward Jones July 2001 - October 2007
Education
East Carolina University - College of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
East Carolina University 1994 — 1999
Bachelor of Science (BS), Social Work
Haines Financial, LLC October 2007 - Present
Triad Advisors November 2014 - Present
LPL Financial October 2007 - November 2014
Edward Jones July 2001 - October 2007
Education
East Carolina University - College of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
East Carolina University 1994 — 1999
Bachelor of Science (BS), Social Work
Elise Wiley Elise Wiley's Edward Jones Experience March 2006 - Present
Job Senior Branch Office Administrator/BS Communication from East Carolina
Industry Financial Services
Experience
Edward Jones March 2006 - Present
East Carolina Unversity (School of Communication) October 2009 - May 2010
2009 August 2009 - December 2009
Skills
Editing, Social Media, Public Speaking, Office Administration, Event Management, Film, Film Production, Event Planning, Time Management, Data Entry, Customer Service, Sales, Copywriting, Marketing
Education
East Carolina University 2006 — 2010
BS, Interpersonal/Organizational Communication
Middle Creek High School 2002 — 2006
Edward Jones March 2006 - Present
East Carolina Unversity (School of Communication) October 2009 - May 2010
2009 August 2009 - December 2009
Skills
Editing, Social Media, Public Speaking, Office Administration, Event Management, Film, Film Production, Event Planning, Time Management, Data Entry, Customer Service, Sales, Copywriting, Marketing
Education
East Carolina University 2006 — 2010
BS, Interpersonal/Organizational Communication
Middle Creek High School 2002 — 2006
Ryan Swan Ryan Swan's Edward Jones Experience November 2009 - January 2011
Job Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Council Rock School District June 2009 - Present
PNC Wealth Management February 2014 - June 2014
PNC Wealth Management June 2013 - January 2014
PNC July 2012 - May 2013
PNC May 2011 - June 2012
Edward Jones November 2009 - January 2011
Moulding and Millwork a Subsidiary of Sauder Industries January 2008 - November 2009
Pennsylvania State Employees Credit Union May 2006 - April 2007
Skills
Customer Service, Leadership, Teamwork, Business Efficiency, Wealth Management, Financial Analysis, Sales, Public Speaking, Team Building, Coaching, Strategic Planning, Customer Relations, Training, Team Leadership, Series 7, Banking, Investments, Finance
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
B.S. Degree, Business Finance
East Stroudsburg University of Pennsylvania 2003 — 2007
B.A. Degree, Economics
Wells Fargo July 2014 - Present
Council Rock School District June 2009 - Present
PNC Wealth Management February 2014 - June 2014
PNC Wealth Management June 2013 - January 2014
PNC July 2012 - May 2013
PNC May 2011 - June 2012
Edward Jones November 2009 - January 2011
Moulding and Millwork a Subsidiary of Sauder Industries January 2008 - November 2009
Pennsylvania State Employees Credit Union May 2006 - April 2007
Skills
Customer Service, Leadership, Teamwork, Business Efficiency, Wealth Management, Financial Analysis, Sales, Public Speaking, Team Building, Coaching, Strategic Planning, Customer Relations, Training, Team Leadership, Series 7, Banking, Investments, Finance
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
B.S. Degree, Business Finance
East Stroudsburg University of Pennsylvania 2003 — 2007
B.A. Degree, Economics
Walter O'Berry Walter O'Berry's Edward Jones Experience April 2008 - November 2012
Job BB&T Investment Counselor
Industry Financial Services
Experience
Edward Jones April 2008 - November 2012
Skills
Retirement Planning, Uniform Combined State..., 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Mutual Funds, Wealth Accumulation, Fixed Annuities, Investments, 529 Plans, Financial Advisory, Life Insurance, Asset Allocation, Mortgage Lending, Portfolio Management, Insurance, Wealth, Roth IRA, Credit, Finance, Long-term Care, Personal Finance, Strategic Financial..., Financial Planning, Term Life Insurance
Education
East Carolina University 2002 — 2008
Bachelor of Science (BS), Commercial Recreation
East Carolina University 2002 — 2008
B.S, Commercial Tourism
Edward Jones April 2008 - November 2012
Skills
Retirement Planning, Uniform Combined State..., 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Mutual Funds, Wealth Accumulation, Fixed Annuities, Investments, 529 Plans, Financial Advisory, Life Insurance, Asset Allocation, Mortgage Lending, Portfolio Management, Insurance, Wealth, Roth IRA, Credit, Finance, Long-term Care, Personal Finance, Strategic Financial..., Financial Planning, Term Life Insurance
Education
East Carolina University 2002 — 2008
Bachelor of Science (BS), Commercial Recreation
East Carolina University 2002 — 2008
B.S, Commercial Tourism
Rob Talton's Edward Jones Experience August 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Medical Devices
Experience
Edward Jones August 2015 - Present
Carolina Home Medical, Inc May 2006 - July 2015
Carolina Home Medical, Inc June 2003 - May 2006
Carolina Home Medical, Inc. August 1997 - June 2003
SECU December 1995 - August 1997
Skills
Customer Service, Sales, Sales Management, Microsoft Office, Strategic Planning, Leadership, New Business Development, Management, Team Building, Microsoft Excel
Education
Johnston Community College 2015 — 2019
Accounting, 3.4
University of North Carolina at Chapel Hill 1993 — 1995
Bachelor's Degree, Sports Management, 2.68
East Carolina University 1991 — 1993
Accounting and Finance, 3.5
Edward Jones August 2015 - Present
Carolina Home Medical, Inc May 2006 - July 2015
Carolina Home Medical, Inc June 2003 - May 2006
Carolina Home Medical, Inc. August 1997 - June 2003
SECU December 1995 - August 1997
Skills
Customer Service, Sales, Sales Management, Microsoft Office, Strategic Planning, Leadership, New Business Development, Management, Team Building, Microsoft Excel
Education
Johnston Community College 2015 — 2019
Accounting, 3.4
University of North Carolina at Chapel Hill 1993 — 1995
Bachelor's Degree, Sports Management, 2.68
East Carolina University 1991 — 1993
Accounting and Finance, 3.5
Jane Gulledge Jane Gulledge's Edward Jones Experience July 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry
Experience
Edward Jones July 2015 - Present
UMB Bank 1990 - 1991
UMB Bank 1988 - 1989
BankCenter One (transferred through mergers to U.S. Bank National Association) 1987 - 1988
United Bank of Union 1982 - 1984
Six Flags Over Mid America 1979 - 1981
Skills
Microsoft Excel, Microsoft Word 2013, Windows 8, Mac OS, Microsoft Outlook, Communication, Customer Service, Employee Training, Supervisory Skills, Accounting, PowerPoint, Sales, Hiring, Strategy, Management, Leadership, Microsoft Word, Microsoft Office, Training, Windows
Education
Missouri State University 1983 — 1985
Bachelor of Science (B.S.), Business Administration with an emphasis in Personnel Management, Graduated Cum Laude
East Central College 1981 — 1983
Associate of Arts (A.A.), Business, Graduated Magna Cum Laude
Edward Jones July 2015 - Present
UMB Bank 1990 - 1991
UMB Bank 1988 - 1989
BankCenter One (transferred through mergers to U.S. Bank National Association) 1987 - 1988
United Bank of Union 1982 - 1984
Six Flags Over Mid America 1979 - 1981
Skills
Microsoft Excel, Microsoft Word 2013, Windows 8, Mac OS, Microsoft Outlook, Communication, Customer Service, Employee Training, Supervisory Skills, Accounting, PowerPoint, Sales, Hiring, Strategy, Management, Leadership, Microsoft Word, Microsoft Office, Training, Windows
Education
Missouri State University 1983 — 1985
Bachelor of Science (B.S.), Business Administration with an emphasis in Personnel Management, Graduated Cum Laude
East Central College 1981 — 1983
Associate of Arts (A.A.), Business, Graduated Magna Cum Laude
Isaac Weber Isaac Weber's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Genesis Health Clubs January 2013 - Present
Skills
Finance, Economics, NSCA Certified Personal..., Leadership, Sales
Education
Drury University 2012 — 2017
Bachelor's degree, Dual Economics and Finance Major, Senior
Edward Jones April 2014 - Present
Genesis Health Clubs January 2013 - Present
Skills
Finance, Economics, NSCA Certified Personal..., Leadership, Sales
Education
Drury University 2012 — 2017
Bachelor's degree, Dual Economics and Finance Major, Senior
David Young, CFP David Young, CFP's Edward Jones Experience December 2011 - Present
Job Principal at Edward Jones Client Service Excellence
Industry Financial Services
Experience
Edward Jones December 2011 - Present
Edward Jones August 2008 - December 2011
Edward Jones February 1984 - August 2008
Skills
Program Management, Leadership, Training, Risk Management, Securities, Investments, Retirement Planning, Mutual Funds, Series 7, Finance, Retirement, Investment Advisory
Education
Duke University - The Fuqua School of Business 1995 — 1996
MBA, Business
Northwest Missouri State University 1972 — 1976
BS, Ag Business
Edward Jones December 2011 - Present
Edward Jones August 2008 - December 2011
Edward Jones February 1984 - August 2008
Skills
Program Management, Leadership, Training, Risk Management, Securities, Investments, Retirement Planning, Mutual Funds, Series 7, Finance, Retirement, Investment Advisory
Education
Duke University - The Fuqua School of Business 1995 — 1996
MBA, Business
Northwest Missouri State University 1972 — 1976
BS, Ag Business
Rich Crockett Rich Crockett's Edward Jones Experience July 2001 - September 2010
Job Banking/Insurance/Financial Advisor Professional
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
US Banccorp October 2013 - January 2015
Bank of America November 2012 - October 2013
Salt Restaurant & Wine Bar February 2012 - June 2013
Pinetop-Lakeside, AZ June 2011 - June 2013
White Mountain Wealth Management October 2010 - May 2012
Pinetop-Lakeside, AZ September 2008 - June 2011
Edward Jones July 2001 - September 2010
Skills
Customer Service, Sales, Financial Services, Investments, Banking, Portfolio Management, Loans, Consumer Lending, Retail Banking, Relationship Management, Mortgage Banking, Management, Public Speaking, Finance, Small Business, Loan Origination, Credit
Education
Eastern Arizona College
Business Administration, Management and Operations
Mesa Community College
Business, Management, Marketing, and Related Support Services
University of Phoenix
Business Administration and Management, General
Liberty Mutual Insurance January 2015 - Present
US Banccorp October 2013 - January 2015
Bank of America November 2012 - October 2013
Salt Restaurant & Wine Bar February 2012 - June 2013
Pinetop-Lakeside, AZ June 2011 - June 2013
White Mountain Wealth Management October 2010 - May 2012
Pinetop-Lakeside, AZ September 2008 - June 2011
Edward Jones July 2001 - September 2010
Skills
Customer Service, Sales, Financial Services, Investments, Banking, Portfolio Management, Loans, Consumer Lending, Retail Banking, Relationship Management, Mortgage Banking, Management, Public Speaking, Finance, Small Business, Loan Origination, Credit
Education
Eastern Arizona College
Business Administration, Management and Operations
Mesa Community College
Business, Management, Marketing, and Related Support Services
University of Phoenix
Business Administration and Management, General
Sarah Mariani's Edward Jones Experience June 2015 - August 2015
Job at
Industry Higher Education
Experience
Drury University August 2014 - Present
Edward Jones June 2015 - August 2015
Drury University August 2012 - May 2014
Skills
Research, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Public Speaking, Microsoft Office, Higher Education, Social Media, Economics, Team Management, Facebook, Editing
Education
Drury University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics, Management, Psychology
Parkway South High School 2008 — 2012
Drury University August 2014 - Present
Edward Jones June 2015 - August 2015
Drury University August 2012 - May 2014
Skills
Research, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Public Speaking, Microsoft Office, Higher Education, Social Media, Economics, Team Management, Facebook, Editing
Education
Drury University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics, Management, Psychology
Parkway South High School 2008 — 2012
Lauren Phelps Lauren Phelps's Edward Jones Experience May 2006 - November 2011
Job Financial Professional
Industry Insurance
Experience
AXA Advisors, LLC November 2014 - Present
Aflac 2011 - 2014
Edward Jones May 2006 - November 2011
Skills
Retirement Solutions, LIfe Insurance..., Customer Service, Finance, Office Management, Office Administration
Education
East Carolina University 2000 — 2006
Master of Business Administration (MBA), Busniess Adminstration
AXA Advisors, LLC November 2014 - Present
Aflac 2011 - 2014
Edward Jones May 2006 - November 2011
Skills
Retirement Solutions, LIfe Insurance..., Customer Service, Finance, Office Management, Office Administration
Education
East Carolina University 2000 — 2006
Master of Business Administration (MBA), Busniess Adminstration
Spencer Nichols Spencer Nichols's Edward Jones Experience March 2015 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Carolina Ale House January 2013 - December 2014
Town of Farmville September 2011 - September 2012
Food Lion January 2011 - August 2011
Skills
Leadership, Marketing, Microsoft Office, PowerPoint, Sales, Public Speaking, Teamwork
Education
East Carolina University 2012 — 2014
Bachelor of Science (BS), Finance, General
Pitt Community College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
Edward Jones March 2015 - Present
Carolina Ale House January 2013 - December 2014
Town of Farmville September 2011 - September 2012
Food Lion January 2011 - August 2011
Skills
Leadership, Marketing, Microsoft Office, PowerPoint, Sales, Public Speaking, Teamwork
Education
East Carolina University 2012 — 2014
Bachelor of Science (BS), Finance, General
Pitt Community College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
Declan J Sheehy Declan J Sheehy's Edward Jones Experience October 2009 - August 2010
Job Associate Director Development at The Ringling
Industry Fund-Raising
Experience
The Ringling January 2015 - Present
Jump$tart Coalition for Personal Financial Literacy 2012 - Present
Sheehy & Associates March 2010 - Present
Smith College July 2013 - January 2015
American Institute for Economic Research October 2011 - March 2013
New York Life Insurance Company October 2010 - October 2011
Edward Jones October 2009 - August 2010
Hilton Hotels June 2007 - June 2009
Conrad Hotels & Resorts June 2007 - June 2009
Marketing Horizons January 1995 - March 2007
Skills
Series 7, Series 66, Event Management, Conferences, Account Management, New Business Development, Budgeting, Project Management, Marketing, Marketing Strategy, Budget, Budgets, Events, Uniform Combined State..., Leadership, Hospitality, Public Speaking, Sales, Marketing Communications, Integrated Marketing, Business Planning, Management, Market Research, Fundraising, Social Media Marketing, Community Outreach, Social Networking, Strategic Financial..., Event Planning, Business Development, Selling, Non-profits, Program Management, Small Business, Time Management, Public Relations, Finance, Strategy, Corporate Events, Hotels, Social Media, Direct Marketing, Nonprofits, Business Strategy, Online Marketing, Email Marketing, Start-ups, Online Advertising, Strategic Partnerships, Strategic Planning
Education
Marketing Institute of Ireland 1985 — 1986
Certificate in Marketing, Marketing
Dublin Institute of Technology 1983 — 1984
Advanced Diploma Communications, PR, Communications, Media Studies
Dublin Institute of Technology 1980 — 1983
Diploma Communications, Communications, Media, Advertising, PR
The Ringling January 2015 - Present
Jump$tart Coalition for Personal Financial Literacy 2012 - Present
Sheehy & Associates March 2010 - Present
Smith College July 2013 - January 2015
American Institute for Economic Research October 2011 - March 2013
New York Life Insurance Company October 2010 - October 2011
Edward Jones October 2009 - August 2010
Hilton Hotels June 2007 - June 2009
Conrad Hotels & Resorts June 2007 - June 2009
Marketing Horizons January 1995 - March 2007
Skills
Series 7, Series 66, Event Management, Conferences, Account Management, New Business Development, Budgeting, Project Management, Marketing, Marketing Strategy, Budget, Budgets, Events, Uniform Combined State..., Leadership, Hospitality, Public Speaking, Sales, Marketing Communications, Integrated Marketing, Business Planning, Management, Market Research, Fundraising, Social Media Marketing, Community Outreach, Social Networking, Strategic Financial..., Event Planning, Business Development, Selling, Non-profits, Program Management, Small Business, Time Management, Public Relations, Finance, Strategy, Corporate Events, Hotels, Social Media, Direct Marketing, Nonprofits, Business Strategy, Online Marketing, Email Marketing, Start-ups, Online Advertising, Strategic Partnerships, Strategic Planning
Education
Marketing Institute of Ireland 1985 — 1986
Certificate in Marketing, Marketing
Dublin Institute of Technology 1983 — 1984
Advanced Diploma Communications, PR, Communications, Media Studies
Dublin Institute of Technology 1980 — 1983
Diploma Communications, Communications, Media, Advertising, PR
Alex Hunt Alex Hunt's Edward Jones Experience November 2009 - July 2010
Job Chemical Engineer MBA PMP Nano Engineer, Specialty Coatings, Mining & Metals Professional Consultant
Industry Mining & Metals
Experience
Performance Associates International, Inc. 2010 - 2014
Edward Jones November 2009 - July 2010
StrongGo Industries February 2007 - July 2009
PMI Tucson Chapeter 2007 - 2009
Climax Engineered Materials - Phelps Dodge June 2005 - January 2007
NEI Corporation November 2002 - June 2005
Carlin-Simpson & Associates December 2001 - November 2002
Merck & Co. Inc. September 1999 - March 2000
Hydrocarbons Technology Inc. September 1998 - March 1999
Hoeganaes Corp, March 1997 - September 1997
Skills
Project Engineering, Process Engineering, Product Development, R&D, Consulting, Management Consulting, Growth Investing, Independent Financial..., English, Brazilian Portuguese, Spanish, Team Building, Financial Advisory, Nano Product Development, PMP Project Management..., Engineering, Procurement, Project Planning, Risk Management, Process Control
Education
Regis University 2008 — 2009
Master of Business Administration (MBA), Accounting and Finance
Drexel University 1996 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Performance Associates International, Inc. 2010 - 2014
Edward Jones November 2009 - July 2010
StrongGo Industries February 2007 - July 2009
PMI Tucson Chapeter 2007 - 2009
Climax Engineered Materials - Phelps Dodge June 2005 - January 2007
NEI Corporation November 2002 - June 2005
Carlin-Simpson & Associates December 2001 - November 2002
Merck & Co. Inc. September 1999 - March 2000
Hydrocarbons Technology Inc. September 1998 - March 1999
Hoeganaes Corp, March 1997 - September 1997
Skills
Project Engineering, Process Engineering, Product Development, R&D, Consulting, Management Consulting, Growth Investing, Independent Financial..., English, Brazilian Portuguese, Spanish, Team Building, Financial Advisory, Nano Product Development, PMP Project Management..., Engineering, Procurement, Project Planning, Risk Management, Process Control
Education
Regis University 2008 — 2009
Master of Business Administration (MBA), Accounting and Finance
Drexel University 1996 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Steve Broekhoven, AINS, AIS, ACS, API, AIM's Edward Jones Experience 2005 - 2006
Job Manager, Client Service Center and Workforce Planning
Industry Insurance
Experience
American National Property And Casualty Company May 2015 - Present
American National Insurance January 2013 - Present
American National Insurance November 2011 - January 2013
American National Insurance November 2010 - November 2011
Edward Jones 2005 - 2006
Skills
Professional..., Health Insurance, Insurance, Client Services, Underwriting, Commercial Lines, Customer Satisfaction, Term Life Insurance, Commercial Insurance, Property & Casualty..., Leadership, Workers Compensation, Legal Liability, Time Management, Customer Service, Retirement Planning, Financial Services, Professional Liability, Casualty, Life Insurance, Marketing, Customer Retention, General Insurance, Sales, Series 63, Investments, Liability, Claim, Management, Umbrella Insurance, Casualty Insurance
Education
Drury University 2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General
University of Missouri-Columbia 2002 — 2004
American National Property And Casualty Company May 2015 - Present
American National Insurance January 2013 - Present
American National Insurance November 2011 - January 2013
American National Insurance November 2010 - November 2011
Edward Jones 2005 - 2006
Skills
Professional..., Health Insurance, Insurance, Client Services, Underwriting, Commercial Lines, Customer Satisfaction, Term Life Insurance, Commercial Insurance, Property & Casualty..., Leadership, Workers Compensation, Legal Liability, Time Management, Customer Service, Retirement Planning, Financial Services, Professional Liability, Casualty, Life Insurance, Marketing, Customer Retention, General Insurance, Sales, Series 63, Investments, Liability, Claim, Management, Umbrella Insurance, Casualty Insurance
Education
Drury University 2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General
University of Missouri-Columbia 2002 — 2004
Michael A. Ortega's Edward Jones Experience August 2008 - December 2008
Job DNB Bank, Assistant Vice President Healthcare
Industry Financial Services
Experience
DNB June 2015 - Present
Standard & Poor's January 2015 - May 2015
Standard & Poor's July 2011 - December 2014
Standard & Poor's July 2010 - June 2011
Edward Jones August 2008 - December 2008
UBS June 2007 - August 2007
UBS July 2006 - August 2006
Merrill Lynch May 2006 - June 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Credit Analysis, Analysis, Credit, Asset Allocation, Finance, Equities, Fixed Income, Microsoft Office
Education
Duquesne University 2004 — 2008
Bachelor of Science, Business Administration; Finance and Investment Management
Investment Banking Institute 2010 — 2010
Colegio Rosa-Bell 2000 — 2004
DNB June 2015 - Present
Standard & Poor's January 2015 - May 2015
Standard & Poor's July 2011 - December 2014
Standard & Poor's July 2010 - June 2011
Edward Jones August 2008 - December 2008
UBS June 2007 - August 2007
UBS July 2006 - August 2006
Merrill Lynch May 2006 - June 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Credit Analysis, Analysis, Credit, Asset Allocation, Finance, Equities, Fixed Income, Microsoft Office
Education
Duquesne University 2004 — 2008
Bachelor of Science, Business Administration; Finance and Investment Management
Investment Banking Institute 2010 — 2010
Colegio Rosa-Bell 2000 — 2004
Ryan Hildebrand's Edward Jones Experience May 2009 - May 2012
Job Environment Engineer with Scottrade
Industry Information Technology and Services
Experience
Scottrade December 2014 - Present
Phorio Systems Corporation 2010 - Present
Wells Fargo Advisors (Experis) February 2013 - August 2014
AT&T (Accenture) November 2012 - December 2012
Southern Illinois University Edwardsville September 2012 - September 2012
Edward Jones May 2009 - May 2012
Emporis GmbH 2006 - 2010
Edward Jones May 2001 - May 2009
Edward Jones October 1999 - May 2001
Convergys 1998 - 1999
Skills
Microsoft Office, Research, Technical Writing, News Writing, Data Entry, Digital Photography, Asset Managment, Bookkeeping, Customer Service, Community Outreach, Data Warehousing, DHCP, Unix, Curriculum Design, Disaster Recovery, Hospitality, Hotels, Newsletters, Photoshop, PowerPoint, Quality Center, User Interface, Usability, User Acceptance Testing, Visual Basic, Visio, Web Design, YouTube, Youth Ministry, Church Administration
Education
Jefferson College 2000 — 2001
Networking
Jefferson College 1997 — 2000
Associate's degree, Hotel, Motel, and Restaurant Management
Drury University 1996 — 1997
Architecture
Louisiana High School
Scottrade December 2014 - Present
Phorio Systems Corporation 2010 - Present
Wells Fargo Advisors (Experis) February 2013 - August 2014
AT&T (Accenture) November 2012 - December 2012
Southern Illinois University Edwardsville September 2012 - September 2012
Edward Jones May 2009 - May 2012
Emporis GmbH 2006 - 2010
Edward Jones May 2001 - May 2009
Edward Jones October 1999 - May 2001
Convergys 1998 - 1999
Skills
Microsoft Office, Research, Technical Writing, News Writing, Data Entry, Digital Photography, Asset Managment, Bookkeeping, Customer Service, Community Outreach, Data Warehousing, DHCP, Unix, Curriculum Design, Disaster Recovery, Hospitality, Hotels, Newsletters, Photoshop, PowerPoint, Quality Center, User Interface, Usability, User Acceptance Testing, Visual Basic, Visio, Web Design, YouTube, Youth Ministry, Church Administration
Education
Jefferson College 2000 — 2001
Networking
Jefferson College 1997 — 2000
Associate's degree, Hotel, Motel, and Restaurant Management
Drury University 1996 — 1997
Architecture
Louisiana High School
Chris Goostree Chris Goostree's Edward Jones Experience July 2000 - January 2002
Job Operations Manager at 247 Intouch
Industry Outsourcing/Offshoring
Experience
24-7 Intouch May 2015 - Present
Optum January 2014 - May 2015
Connextions August 2013 - January 2014
Connextions July 2012 - August 2013
Stellar April 2011 - July 2012
Arvato Digital Services April 2009 - May 2011
Cartus August 2007 - September 2008
Security Insurance Group January 2002 - July 2007
Edward Jones July 2000 - January 2002
Skills
Call Center, Customer Service, Customer Satisfaction, Customer Relations, Process Improvement, Operations Management, Sales Management, Salesforce.com, Unifi, Cisco Call Manager, Aspect, Call Centers, Team Leadership, Contact Centers, Customer Retention, BPO, Management, Program Management, Sales, Human Resources, Interviews, Forecasting, Coaching, Time Management, Workforce Management, Quality Assurance, Customer Experience, Troubleshooting, Performance Management, Budgets, Start-ups, Vendor Management, Employee Training, Team Building, Outsourcing, Call Center Development, Leadership, Training, CRM, Account Management, Change Management, Team Management
Education
East Central University 1998 — 1999
Masters, Administration
East Central University 1994 — 1998
Bachelors, History
24-7 Intouch May 2015 - Present
Optum January 2014 - May 2015
Connextions August 2013 - January 2014
Connextions July 2012 - August 2013
Stellar April 2011 - July 2012
Arvato Digital Services April 2009 - May 2011
Cartus August 2007 - September 2008
Security Insurance Group January 2002 - July 2007
Edward Jones July 2000 - January 2002
Skills
Call Center, Customer Service, Customer Satisfaction, Customer Relations, Process Improvement, Operations Management, Sales Management, Salesforce.com, Unifi, Cisco Call Manager, Aspect, Call Centers, Team Leadership, Contact Centers, Customer Retention, BPO, Management, Program Management, Sales, Human Resources, Interviews, Forecasting, Coaching, Time Management, Workforce Management, Quality Assurance, Customer Experience, Troubleshooting, Performance Management, Budgets, Start-ups, Vendor Management, Employee Training, Team Building, Outsourcing, Call Center Development, Leadership, Training, CRM, Account Management, Change Management, Team Management
Education
East Central University 1998 — 1999
Masters, Administration
East Central University 1994 — 1998
Bachelors, History
Corey Sharp Corey Sharp's Edward Jones Experience July 2012 - May 2013
Job Assistant Vice President Risk Analysis Senior Specialist at Bank of America
Industry Financial Services
Experience
Bank of America March 2015 - Present
Belk November 2014 - March 2015
Credit Suisse June 2013 - November 2014
Edward Jones July 2012 - May 2013
East Carolina University 2011 - July 2012
East Carolina University August 2011 - May 2012
Skills
Social Media Marketing, Event Planning, Public Speaking, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Microsoft Word, Data Analysis, Linear Regression, SAS programming, Forecasting, Financial Modeling, Data Mining, Quantitative Research, Financial Analysis, Financial Reporting, Finance, Portfolio Management, Stocks, Bonds, Municipal Bonds, Mutual Funds, Econometrics
Education
East Carolina University 2011 — 2012
Master of Science (M.S.), Applied and Resource Economics, 3.63
East Carolina University 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.524
East Carolina University 2007 — 2011
Bachelor of Science (B.S.), Political Science, 3.525
East Forsyth High School
Bank of America March 2015 - Present
Belk November 2014 - March 2015
Credit Suisse June 2013 - November 2014
Edward Jones July 2012 - May 2013
East Carolina University 2011 - July 2012
East Carolina University August 2011 - May 2012
Skills
Social Media Marketing, Event Planning, Public Speaking, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Microsoft Word, Data Analysis, Linear Regression, SAS programming, Forecasting, Financial Modeling, Data Mining, Quantitative Research, Financial Analysis, Financial Reporting, Finance, Portfolio Management, Stocks, Bonds, Municipal Bonds, Mutual Funds, Econometrics
Education
East Carolina University 2011 — 2012
Master of Science (M.S.), Applied and Resource Economics, 3.63
East Carolina University 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.524
East Carolina University 2007 — 2011
Bachelor of Science (B.S.), Political Science, 3.525
East Forsyth High School
Jaime Carmona Jaime Carmona's Edward Jones Experience June 2008 - January 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2012 - Present
Edward Jones June 2008 - January 2012
Skills
401k Rollovers, Retirement Planning, IRAs
Education
East Carolina University
Bachelor of Science (BS), Finance, Economics
LPL Financial January 2012 - Present
Edward Jones June 2008 - January 2012
Skills
401k Rollovers, Retirement Planning, IRAs
Education
East Carolina University
Bachelor of Science (BS), Finance, Economics
Liz Kriegshauser's Edward Jones Experience 1983 - 1985
Job World Champion Vigilant Guardian of Great Adventure
Industry Financial Services
Experience
Adventures In Golf 1996 - Present
Great Adventure 1989 - Present
Central Trust & Investment Company 2003 - 2008
Land Financial Group 1986 - 1989
Merrill Lynch 1985 - 1986
First Financial Group 1985 - 1985
Edward Jones 1983 - 1985
Skills
Strategic Planning, Business Development, Risk Management, Strategic Financial..., Project Management, Economics, Marketing Strategy, Golf Instruction, Sales, Management, Leadership, Marketing, Collaborative Work, CRM, Program Management, Retirement Planning, Analysis, Estate Planning, Financial Analysis, Entrepreneurship, Coaching, Banking, Investments, Collaboration, Wealth Management, Insurance, Finance, Nonprofits, Customer Service, Public Speaking, Strategy, Selling, New Business Development, Economics of Abundance, Collaborative Systems, Adaptive Wealth..., Financial Planning and..., Risk Mitigation, Collaborative Business..., Great Adventure Design..., Balance from the Target...
Education
University of Missouri-Saint Louis 1981 — 1983
Bachelor of Science, Business Administration, Finance
Washington University in St. Louis 1981 — 1981
Mechanical Engineering
Duke University 1979 — 1980
Mechanical Engineering
Cannon Financial Institute
Advanced Wealth Strategies - 2007
Landmark Education
Parkway Central High School - Class of 1979
Professional Licensures
The School for Extraordinary Golf - 1994
Adventures In Golf 1996 - Present
Great Adventure 1989 - Present
Central Trust & Investment Company 2003 - 2008
Land Financial Group 1986 - 1989
Merrill Lynch 1985 - 1986
First Financial Group 1985 - 1985
Edward Jones 1983 - 1985
Skills
Strategic Planning, Business Development, Risk Management, Strategic Financial..., Project Management, Economics, Marketing Strategy, Golf Instruction, Sales, Management, Leadership, Marketing, Collaborative Work, CRM, Program Management, Retirement Planning, Analysis, Estate Planning, Financial Analysis, Entrepreneurship, Coaching, Banking, Investments, Collaboration, Wealth Management, Insurance, Finance, Nonprofits, Customer Service, Public Speaking, Strategy, Selling, New Business Development, Economics of Abundance, Collaborative Systems, Adaptive Wealth..., Financial Planning and..., Risk Mitigation, Collaborative Business..., Great Adventure Design..., Balance from the Target...
Education
University of Missouri-Saint Louis 1981 — 1983
Bachelor of Science, Business Administration, Finance
Washington University in St. Louis 1981 — 1981
Mechanical Engineering
Duke University 1979 — 1980
Mechanical Engineering
Cannon Financial Institute
Advanced Wealth Strategies - 2007
Landmark Education
Parkway Central High School - Class of 1979
Professional Licensures
The School for Extraordinary Golf - 1994
Alex Rubin Alex Rubin's Edward Jones Experience March 2010 - July 2010
Job Financial Officer CFO Group
Industry Banking
Experience
Credit Suisse December 2014 - Present
Credit Suisse February 2013 - December 2014
Chase Bank July 2010 - July 2012
Edward Jones March 2010 - July 2010
Skills
Mutual Funds, Investments, Bonds, Retail Banking, Banking, Economics, Series 7, Investment Strategies, Fixed Income, Portfolio Management, Securities, Equities, Series 66, Strategic Financial..., Financial Analysis, Finance, Analysis, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2005 — 2009
BS, Economics
Credit Suisse December 2014 - Present
Credit Suisse February 2013 - December 2014
Chase Bank July 2010 - July 2012
Edward Jones March 2010 - July 2010
Skills
Mutual Funds, Investments, Bonds, Retail Banking, Banking, Economics, Series 7, Investment Strategies, Fixed Income, Portfolio Management, Securities, Equities, Series 66, Strategic Financial..., Financial Analysis, Finance, Analysis, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2005 — 2009
BS, Economics
Brian Rull Brian Rull's Edward Jones Experience January 2012 - Present
Job Trust Counsel Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Sabino & Company LLC August 2010 - January 2012
Hidden Valley Ski Patrol 2008 - 2012
Summers Compton Wells P.C. October 1997 - July 2010
Deloitte August 1995 - September 1997
U.S. Treasury, Chief Counsel - Internal Revenue Service May 1995 - August 1995
American Mutual Life Insurance November 1993 - May 1995
Education
Washington University in St. Louis School of Law 1999 — 2000
LL.M., Taxation
Drake University Law School 1993 — 1996
J.D., Business Law & Taxation
Illinois State University 1989 — 1993
B.S., Accounting & Business Administration
Edward Jones January 2012 - Present
Sabino & Company LLC August 2010 - January 2012
Hidden Valley Ski Patrol 2008 - 2012
Summers Compton Wells P.C. October 1997 - July 2010
Deloitte August 1995 - September 1997
U.S. Treasury, Chief Counsel - Internal Revenue Service May 1995 - August 1995
American Mutual Life Insurance November 1993 - May 1995
Education
Washington University in St. Louis School of Law 1999 — 2000
LL.M., Taxation
Drake University Law School 1993 — 1996
J.D., Business Law & Taxation
Illinois State University 1989 — 1993
B.S., Accounting & Business Administration
Carrie Mallett's Edward Jones Experience May 2010 - December 2011
Job Currently seeking new opportunities
Industry Higher Education
Experience
Fairfield University November 2014 - Present
Save the Children US October 2014 - October 2014
Fairfield University November 2013 - August 2014
ANN Taylor loft June 2012 - October 2013
Edward Jones May 2010 - December 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Customer Service, Editing, Microsoft Office, Sales, Time Management, Social Media Marketing
Education
Eastern Connecticut State University 2009 — 2014
Bachelor of Science (BS), Communication, Minor in Writing
Saint Joseph High School 2004 — 2008
Fairfield University November 2014 - Present
Save the Children US October 2014 - October 2014
Fairfield University November 2013 - August 2014
ANN Taylor loft June 2012 - October 2013
Edward Jones May 2010 - December 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Customer Service, Editing, Microsoft Office, Sales, Time Management, Social Media Marketing
Education
Eastern Connecticut State University 2009 — 2014
Bachelor of Science (BS), Communication, Minor in Writing
Saint Joseph High School 2004 — 2008
Tom Thornton Jr.'s Edward Jones Experience April 2014 - February 2015
Job Financial Services Representative
Industry Financial Services
Experience
Mass Mutual July 2015 - Present
Edward Jones April 2014 - February 2015
MG Miller August 2006 - December 2013
Skills
Real Estate, Financial Analysis, Commercial Real Estate, Appraisals, Investors, REO, Investment Properties, Income Properties, Brokerage, Disposition, Residential Homes, Leases, Apartments, HUD, Real Estate Economics, Real Estate Development, Dispositions
Education
Virginia Commonwealth University
Master's Degree, Business
East Carolina University - College of Business
Bachelor of Business Administration (B.B.A.), Decision Sciences
Mass Mutual July 2015 - Present
Edward Jones April 2014 - February 2015
MG Miller August 2006 - December 2013
Skills
Real Estate, Financial Analysis, Commercial Real Estate, Appraisals, Investors, REO, Investment Properties, Income Properties, Brokerage, Disposition, Residential Homes, Leases, Apartments, HUD, Real Estate Economics, Real Estate Development, Dispositions
Education
Virginia Commonwealth University
Master's Degree, Business
East Carolina University - College of Business
Bachelor of Business Administration (B.B.A.), Decision Sciences
Johnathan Parsell Johnathan Parsell's Edward Jones Experience 2008 - 2008
Job Chief Financial Officer, Project Manager
Industry Financial Services
Experience
Parsell Funeral Homes & Crematorium June 2008 - Present
The Vanguard Group March 2011 - July 2012
First Allied Securities 2010 - 2011
Edward Jones 2008 - 2008
Skills
Business Strategy, Investments, Financial Management, Management Consulting, Corporate Finance, Financial Planning, Microsoft Office, Customer Relations, Excel, Series 7, Strategic Financial..., Business Development, Customer Service, Management, Managerial Finance, Strategy, Forecasting, Leadership
Education
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Delaware 2003 — 2008
B.S.
University of Pretoria 2008 — 2008
Parsell Funeral Homes & Crematorium June 2008 - Present
The Vanguard Group March 2011 - July 2012
First Allied Securities 2010 - 2011
Edward Jones 2008 - 2008
Skills
Business Strategy, Investments, Financial Management, Management Consulting, Corporate Finance, Financial Planning, Microsoft Office, Customer Relations, Excel, Series 7, Strategic Financial..., Business Development, Customer Service, Management, Managerial Finance, Strategy, Forecasting, Leadership
Education
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Delaware 2003 — 2008
B.S.
University of Pretoria 2008 — 2008
Tom Wright, CFP® Tom Wright, CFP®'s Edward Jones Experience 1994 - 1998
Job President at WRIGHT Financial Group LLC
Industry Financial Services
Experience
WRIGHT Financial Group LLC March 2012 - Present
Wells Fargo 2002 - 2005
Wachovia Securities 2000 - 2002
UBS Wealth Management 1998 - 2000
Edward Jones 1994 - 1998
American Stock Exchange 1988 - 1994
Skills
Investments, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Strategic Financial..., Series 7, Wealth Management, Asset Managment, Financial Analysis, Insurance, Financial Modeling, Investment Advisory, Equities, Relationship Management, Series 63, Business Development, Mutual Funds, Finance
Education
New York University 2009 — 2011
Certificate, Financial Planning
Drew University 1983 — 1987
BA, Economics
WRIGHT Financial Group LLC March 2012 - Present
Wells Fargo 2002 - 2005
Wachovia Securities 2000 - 2002
UBS Wealth Management 1998 - 2000
Edward Jones 1994 - 1998
American Stock Exchange 1988 - 1994
Skills
Investments, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Strategic Financial..., Series 7, Wealth Management, Asset Managment, Financial Analysis, Insurance, Financial Modeling, Investment Advisory, Equities, Relationship Management, Series 63, Business Development, Mutual Funds, Finance
Education
New York University 2009 — 2011
Certificate, Financial Planning
Drew University 1983 — 1987
BA, Economics
Todd Harrell's Edward Jones Experience June 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2003 - Present
Education
Drake University 1982 — 1986
Edward Jones June 2003 - Present
Education
Drake University 1982 — 1986
Rene (Henson) Bana's Edward Jones Experience January 2012 - Present
Job Team Leader for the Financial Advisor Career Development Solutions Desk at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Edward Jones Investments November 2009 - October 2011
Staybridge Suites - Columbia February 2008 - July 2009
Staybridge Suites - O'Fallon/Chesterfield March 2005 - December 2007
Staybridge Suites - Schaumburg, IL October 2003 - March 2005
Summerfield Suites September 1999 - October 2003
Skills
Securities Licensed, Team Leadership, Customer Service, Profit & Loss Management, Customer Relations, Coaching, P&L, Budgeting, Team Building, Hiring, Hospitality, Revenue Management, Problem Solving, Hotels, Budgets, Revenue Analysis, FINRA Securities..., Customer Satisfaction, Income Statement, Management, P, Sales, Securities
Education
Drury University 1991 — 1994
MBA
Thunderbird School of Global Management 1992 — 1993
MIM, German Language emphasis
William Woods University 1985 — 1989
BA, International Studies
Edward Jones January 2012 - Present
Edward Jones Investments November 2009 - October 2011
Staybridge Suites - Columbia February 2008 - July 2009
Staybridge Suites - O'Fallon/Chesterfield March 2005 - December 2007
Staybridge Suites - Schaumburg, IL October 2003 - March 2005
Summerfield Suites September 1999 - October 2003
Skills
Securities Licensed, Team Leadership, Customer Service, Profit & Loss Management, Customer Relations, Coaching, P&L, Budgeting, Team Building, Hiring, Hospitality, Revenue Management, Problem Solving, Hotels, Budgets, Revenue Analysis, FINRA Securities..., Customer Satisfaction, Income Statement, Management, P, Sales, Securities
Education
Drury University 1991 — 1994
MBA
Thunderbird School of Global Management 1992 — 1993
MIM, German Language emphasis
William Woods University 1985 — 1989
BA, International Studies
Karen Cashion's Edward Jones Experience March 1999 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones March 1999 - Present
Designs by Karen 2006 - 2008
Skills
Furniture, Space planning, Interior Architecture, Customer Service, Strategic Planning, Account Management, Marketing, Interior Design, Sales, Marketing Strategy, Team Building, Sales Management, Merchandising, Budgets, Social Media Marketing, Social Networking, Product Development, Microsoft Office, Leadership, Event Management, Event Planning, Public Speaking, Management, Marketing Communications, Public Relations
Education
East Carolina University 1986 — 1990
Edward Jones March 1999 - Present
Designs by Karen 2006 - 2008
Skills
Furniture, Space planning, Interior Architecture, Customer Service, Strategic Planning, Account Management, Marketing, Interior Design, Sales, Marketing Strategy, Team Building, Sales Management, Merchandising, Budgets, Social Media Marketing, Social Networking, Product Development, Microsoft Office, Leadership, Event Management, Event Planning, Public Speaking, Management, Marketing Communications, Public Relations
Education
East Carolina University 1986 — 1990
David Matz's Edward Jones Experience October 2009 - Present
Job Financial Advisor with Edward Jones Investments
Industry Investment Management
Experience
Edward Jones October 2009 - Present
Grassroots Outdoor Alliance March 2000 - October 2009
Paint Force 2000 - 2001
The North Face 1999 - 2000
Patagonia 1994 - 1999
Voyageur Outward Bound School 1988 - 1991
Skills
Financial Advisory, Investment Management, Series 7, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Managment, Portfolio Management, Wealth Management, IRAs, Mutual Funds, 401k Rollovers, Retirement Planning, Asset Allocation, Alternative Investments, Retirement, Strategic Planning, Securities, Fixed Annuities
Education
Western Carolina University 2005 — 2005
Economics
Earlham College 1983 — 1987
bs, Economics
Edward Jones October 2009 - Present
Grassroots Outdoor Alliance March 2000 - October 2009
Paint Force 2000 - 2001
The North Face 1999 - 2000
Patagonia 1994 - 1999
Voyageur Outward Bound School 1988 - 1991
Skills
Financial Advisory, Investment Management, Series 7, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Managment, Portfolio Management, Wealth Management, IRAs, Mutual Funds, 401k Rollovers, Retirement Planning, Asset Allocation, Alternative Investments, Retirement, Strategic Planning, Securities, Fixed Annuities
Education
Western Carolina University 2005 — 2005
Economics
Earlham College 1983 — 1987
bs, Economics
Duncan Pham's Edward Jones Experience September 2012 - April 2013
Job Financial Advisor at Independent
Industry Financial Services
Experience
Independent June 2013 - Present
D T Pham & Associates PLLC May 2005 - Present
Edward Jones September 2012 - April 2013
Pham & Associates, PC January 1988 - April 2005
Solo practice June 1982 - December 1987
Skills
Elder Law, Long Term Care planning, Retirement, Asset Protection, Wealth Management..., Strategic Financial..., Estate Planning, Business Succession..., Annuities, 401k, IRAs, Small Business, Corporate Law, Commercial Real Estate, Commercial Litigation, Personal Injury, Bankruptcy, Immigration Law, Wills, Family Law, Criminal Defense, Finance, Litigation, Legal Research, Real Estate, Insurance, Civil Litigation, Financial Planning, Medicaid Planning, Retirement Planning
Education
The George Washington University Law School 1978 — 1981
Doctor of Law (J.D.), Law
Drury University 1975 — 1978
BA, English, Pol Sc
Lycee Marie Curie 1973 — 1975
Baccalaureat, General
Independent June 2013 - Present
D T Pham & Associates PLLC May 2005 - Present
Edward Jones September 2012 - April 2013
Pham & Associates, PC January 1988 - April 2005
Solo practice June 1982 - December 1987
Skills
Elder Law, Long Term Care planning, Retirement, Asset Protection, Wealth Management..., Strategic Financial..., Estate Planning, Business Succession..., Annuities, 401k, IRAs, Small Business, Corporate Law, Commercial Real Estate, Commercial Litigation, Personal Injury, Bankruptcy, Immigration Law, Wills, Family Law, Criminal Defense, Finance, Litigation, Legal Research, Real Estate, Insurance, Civil Litigation, Financial Planning, Medicaid Planning, Retirement Planning
Education
The George Washington University Law School 1978 — 1981
Doctor of Law (J.D.), Law
Drury University 1975 — 1978
BA, English, Pol Sc
Lycee Marie Curie 1973 — 1975
Baccalaureat, General
Reagan Holliday's Edward Jones Experience November 2012 - Present
Job Edward Jones
Industry Investment Banking
Experience
Edward Jones November 2012 - Present
Gilmore & Bell, P.C. January 2008 - October 2012
City of Cape Girardeau, Missouri July 2001 - December 2007
Ford & Harrison 1998 - 2001
Education
Wake Forest University School of Law 1995 — 1998
Drake University 1991 — 1995
B.S.B.A., Finance
Edward Jones November 2012 - Present
Gilmore & Bell, P.C. January 2008 - October 2012
City of Cape Girardeau, Missouri July 2001 - December 2007
Ford & Harrison 1998 - 2001
Education
Wake Forest University School of Law 1995 — 1998
Drake University 1991 — 1995
B.S.B.A., Finance
Paul Dunfee's Edward Jones Experience 2008 - 2009
Job Precision Account Manager at EFC Systems, Inc.
Industry Computer Software
Experience
EFC Systems, Inc. January 2015 - Present
Garrco Products, Inc. August 2013 - December 2014
AgSync, Inc. March 2010 - July 2013
Edward Jones 2008 - 2009
Experian 2007 - 2008
Nielsen Claritas 1986 - 2007
Skills
Analytics, Competitive Analysis, Sales Management, Business Development, Forecasting, Selling, Segmentation, Direct Marketing, Marketing, Product Management, CRM, Strategy, Product Marketing, Solution Selling, New Business Development, Sales Process, Sales Operations, Market Analysis, Lead Generation, Account Management, Market Planning, Salesforce.com, Leadership, Management, Market Research, Selling Skills, Strategic Partnerships, B2B, Sales
Education
Drexel University
MBA
Penn State University
BS
EFC Systems, Inc. January 2015 - Present
Garrco Products, Inc. August 2013 - December 2014
AgSync, Inc. March 2010 - July 2013
Edward Jones 2008 - 2009
Experian 2007 - 2008
Nielsen Claritas 1986 - 2007
Skills
Analytics, Competitive Analysis, Sales Management, Business Development, Forecasting, Selling, Segmentation, Direct Marketing, Marketing, Product Management, CRM, Strategy, Product Marketing, Solution Selling, New Business Development, Sales Process, Sales Operations, Market Analysis, Lead Generation, Account Management, Market Planning, Salesforce.com, Leadership, Management, Market Research, Selling Skills, Strategic Partnerships, B2B, Sales
Education
Drexel University
MBA
Penn State University
BS
Peter Lai's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Noble & Associates November 2002 - April 2013
Western Sizzlin 1997 - 2001
Arcadia Restaurant 1992 - 1998
Skills
Strategic Planning, Marketing Strategy, Marketing, Marketing Communications, Advertising, Finance, Leadership, Social Media Marketing, Small Business, Social Media
Education
Drury University 2003 — 2005
Master of Business Administration (MBA)
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Accounting
Edward Jones June 2013 - Present
Noble & Associates November 2002 - April 2013
Western Sizzlin 1997 - 2001
Arcadia Restaurant 1992 - 1998
Skills
Strategic Planning, Marketing Strategy, Marketing, Marketing Communications, Advertising, Finance, Leadership, Social Media Marketing, Small Business, Social Media
Education
Drury University 2003 — 2005
Master of Business Administration (MBA)
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Accounting
Gregory Ohl's Edward Jones Experience June 2000 - July 2011
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Edward Jones June 2000 - July 2011
Skills
Retirement Planning, Investments, Series 7, Wealth Management, Retirement, Strategic Financial..., Financial Planning, Asset Management, Customer Service, Finance, Estate Planning, Financial Advisory, Asset Allocation, Alternative Investments, Financial Analysis, Financial Services, Financial Modeling, Fixed Annuities, Insurance, Investment Advisory, Life Insurance, Portfolio Management, Strategic Planning, Mutual Funds
Education
Duquesne University 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, Finance
Wells Fargo Advisors July 2011 - Present
Edward Jones June 2000 - July 2011
Skills
Retirement Planning, Investments, Series 7, Wealth Management, Retirement, Strategic Financial..., Financial Planning, Asset Management, Customer Service, Finance, Estate Planning, Financial Advisory, Asset Allocation, Alternative Investments, Financial Analysis, Financial Services, Financial Modeling, Fixed Annuities, Insurance, Investment Advisory, Life Insurance, Portfolio Management, Strategic Planning, Mutual Funds
Education
Duquesne University 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, Finance
Robert Hempen, AAMS®'s Edward Jones Experience July 1998 - October 2006
Job Sales Executive Bank West Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard September 2012 - Present
The Vanguard Group September 2010 - September 2012
Vanguard February 2006 - September 2010
Edward Jones July 1998 - October 2006
Skills
Series 7, Series 63, Series 24, Accredited Asset..., ETFs, Mutual Funds, 401k
Education
Saint Joseph's University 2009 — 2013
MBA, Finance, General
Drake University 1995 — 1998
B.S.B.A, Actuarial Science/Finance
University of Chicago 2008 — 2008
Executive course in Fundamentals of Sales Management
Vanguard March 2014 - Present
Vanguard September 2012 - Present
The Vanguard Group September 2010 - September 2012
Vanguard February 2006 - September 2010
Edward Jones July 1998 - October 2006
Skills
Series 7, Series 63, Series 24, Accredited Asset..., ETFs, Mutual Funds, 401k
Education
Saint Joseph's University 2009 — 2013
MBA, Finance, General
Drake University 1995 — 1998
B.S.B.A, Actuarial Science/Finance
University of Chicago 2008 — 2008
Executive course in Fundamentals of Sales Management
Brian Link's Edward Jones Experience December 2009 - Present
Job Contract Manager at Edward Jones
Industry Logistics and Supply Chain
Experience
Edward Jones December 2009 - Present
US Navy Reserve 1989 - February 2010
Solutia December 1999 - December 2009
UMB Bank 1998 - 1999
Venture Stores 1994 - 1998
Skills
Process Improvement, SAP, Supply Chain Management, Manufacturing, ERP, Strategic Sourcing, Contract Negotiation, Contract Management, Military Logistics
Education
Saint Louis University 2007 — 2007
Advanced Supply Chain Certification, Advanced Supply Chain Management
Naval Supply Corps School 1997 — 1998
Supply and Logistics
Drury University 1990 — 1993
BA, Business / Accounting
Edward Jones December 2009 - Present
US Navy Reserve 1989 - February 2010
Solutia December 1999 - December 2009
UMB Bank 1998 - 1999
Venture Stores 1994 - 1998
Skills
Process Improvement, SAP, Supply Chain Management, Manufacturing, ERP, Strategic Sourcing, Contract Negotiation, Contract Management, Military Logistics
Education
Saint Louis University 2007 — 2007
Advanced Supply Chain Certification, Advanced Supply Chain Management
Naval Supply Corps School 1997 — 1998
Supply and Logistics
Drury University 1990 — 1993
BA, Business / Accounting
Jeremy Kees's Edward Jones Experience August 2007 - April 2012
Job VP Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch November 2012 - October 2013
Patriot Asset Advisors April 2012 - November 2012
Edward Jones August 2007 - April 2012
JPMorganChase February 2006 - August 2007
Sears January 1996 - January 2006
Skills
Series 7, Mutual Funds, Employee Benefits, Finance, Management, Wealth Management, Fixed Annuities, Recruiting, Sales Operations, Sales, Retirement Planning, Insurance, 401k, Analysis, Financial Services, Uniform Combined State..., Investments
Education
East Stroudsburg University of Pennsylvania 2002 — 2005
B.S, Business Administration; Finance
Stroudsburg High School 1994 — 1998
Merrill Lynch November 2013 - Present
Merrill Lynch November 2012 - October 2013
Patriot Asset Advisors April 2012 - November 2012
Edward Jones August 2007 - April 2012
JPMorganChase February 2006 - August 2007
Sears January 1996 - January 2006
Skills
Series 7, Mutual Funds, Employee Benefits, Finance, Management, Wealth Management, Fixed Annuities, Recruiting, Sales Operations, Sales, Retirement Planning, Insurance, 401k, Analysis, Financial Services, Uniform Combined State..., Investments
Education
East Stroudsburg University of Pennsylvania 2002 — 2005
B.S, Business Administration; Finance
Stroudsburg High School 1994 — 1998
Frank Savasta's Edward Jones Experience January 2008 - June 2013
Job PNC
Industry Financial Services
Experience
PNC June 2013 - Present
Edward Jones January 2008 - June 2013
Education
East Tennessee State University
Master of Arts (M.A.), History
East Tennessee State University
Bachelor of Science (B.S.), Socical Sciences / History
PNC June 2013 - Present
Edward Jones January 2008 - June 2013
Education
East Tennessee State University
Master of Arts (M.A.), History
East Tennessee State University
Bachelor of Science (B.S.), Socical Sciences / History
Mary Wilson Meirelles's Edward Jones Experience June 2011 - December 2013
Job Support Specialist
Industry Food & Beverages
Experience
Transamerica December 2013 - February 2015
Edward Jones June 2011 - December 2013
Real Time Ordering / Gimme Grub January 2008 - June 2011
Restaurants on the Run January 2007 - July 2008
Frankie's Italian October 2004 - March 2008
Countrywide Mortgage August 2002 - October 2003
Mortgage Loan Specialists June 2000 - August 2002
Education
Penn Foster 2013 — 2015
Business Management
East Tennessee State University 1983 — 1985
Office Management
Transamerica December 2013 - February 2015
Edward Jones June 2011 - December 2013
Real Time Ordering / Gimme Grub January 2008 - June 2011
Restaurants on the Run January 2007 - July 2008
Frankie's Italian October 2004 - March 2008
Countrywide Mortgage August 2002 - October 2003
Mortgage Loan Specialists June 2000 - August 2002
Education
Penn Foster 2013 — 2015
Business Management
East Tennessee State University 1983 — 1985
Office Management
Stephanie Guanzini's Edward Jones Experience April 2009 - December 2011
Job Financial Representative at The Carolinas Financial Network
Industry Banking
Experience
The Carolinas Financial Network formerly Vantage South Wealth Management November 2013 - Present
Vantage South Advisors/ formerly ECB Wealth Management December 2011 - Present
Edward Jones April 2009 - December 2011
Arrowmsmith Builders/ D.B. Williams Construction Co., Inc. December 1998 - March 2009
Pro-Build Holdings October 2003 - January 2009
Chevron January 1998 - December 1998
Xerox August 1997 - December 1997
Skills
Sales, Risk Management, Contract Negotiation, Investments, Training, New Business Development, Customer Service, Life Insurance, Strategic Planning, Insurance, Residential Homes, Marketing, Strategic Financial..., Networking, Time Management, Advertising, Fixed Annuities, Program Management, Proposal Writing, Project Planning, Team Building, Team Management, Project Management
Education
East Carolina University 1993 — 1997
Exercise Sport Science, Health education and exercise
JF Webb
The Carolinas Financial Network formerly Vantage South Wealth Management November 2013 - Present
Vantage South Advisors/ formerly ECB Wealth Management December 2011 - Present
Edward Jones April 2009 - December 2011
Arrowmsmith Builders/ D.B. Williams Construction Co., Inc. December 1998 - March 2009
Pro-Build Holdings October 2003 - January 2009
Chevron January 1998 - December 1998
Xerox August 1997 - December 1997
Skills
Sales, Risk Management, Contract Negotiation, Investments, Training, New Business Development, Customer Service, Life Insurance, Strategic Planning, Insurance, Residential Homes, Marketing, Strategic Financial..., Networking, Time Management, Advertising, Fixed Annuities, Program Management, Proposal Writing, Project Planning, Team Building, Team Management, Project Management
Education
East Carolina University 1993 — 1997
Exercise Sport Science, Health education and exercise
JF Webb
Brad Twitchell's Edward Jones Experience May 2000 - Present
Job Technical Consultant at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones May 2000 - Present
Edward Jones February 2005 - February 2009
Edward Jones 2000 - 2009
Edward Jones February 2003 - February 2005
Edward Jones May 2000 - February 2002
Skills
DB2, COBOL, JCL, CICS, PL/SQL, Oracle, Unix, Data Warehousing, JSP, JavaScript, Java, Java Enterprise Edition, Linux, Servlets, VSAM
Education
Eastern Illinois University 1999 — 2000
Bachelors, Computer Management
University of Illinois at Urbana-Champaign 1994 — 1995
Computer Engineering
Eastern Illinois University 1990 — 1993
Engineering
Edward Jones May 2000 - Present
Edward Jones February 2005 - February 2009
Edward Jones 2000 - 2009
Edward Jones February 2003 - February 2005
Edward Jones May 2000 - February 2002
Skills
DB2, COBOL, JCL, CICS, PL/SQL, Oracle, Unix, Data Warehousing, JSP, JavaScript, Java, Java Enterprise Edition, Linux, Servlets, VSAM
Education
Eastern Illinois University 1999 — 2000
Bachelors, Computer Management
University of Illinois at Urbana-Champaign 1994 — 1995
Computer Engineering
Eastern Illinois University 1990 — 1993
Engineering
Joseph Engleby's Edward Jones Experience July 1995 - August 2005
Job Owner, Nazareth Investment Services
Industry Financial Services
Experience
Nazareth Investment Services August 2005 - Present
Edward Jones July 1995 - August 2005
Skills
Income Design, Retirement Planning, Strategic Financial..., Wealth Management..., Asset Management, Financial Advisory, Estate Planning, Financial Services, Life Insurance, Investment Strategies
Education
East Carolina University 1991 — 1994
BS History, Education
Guilford College 1983 — 1987
History, History, Ecomics and Political Science
Nazareth Investment Services August 2005 - Present
Edward Jones July 1995 - August 2005
Skills
Income Design, Retirement Planning, Strategic Financial..., Wealth Management..., Asset Management, Financial Advisory, Estate Planning, Financial Services, Life Insurance, Investment Strategies
Education
East Carolina University 1991 — 1994
BS History, Education
Guilford College 1983 — 1987
History, History, Ecomics and Political Science
Stephen M. Brown's Edward Jones Experience October 2008 - October 2010
Job Banker
Industry Financial Services
Experience
Franklin Synergy Bank October 2011 - Present
Brownstone & Webb June 2010 - Present
Edward Jones October 2008 - October 2010
Education
Lipscomb University
Accounting
East Tennessee State University 2004 — 2008
BBA, Finance
Franklin Synergy Bank October 2011 - Present
Brownstone & Webb June 2010 - Present
Edward Jones October 2008 - October 2010
Education
Lipscomb University
Accounting
East Tennessee State University 2004 — 2008
BBA, Finance
Don Leupold's Edward Jones Experience Mortgage BrokerCapital MortgageFebruary 2000 - September 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Mortgage BrokerCapital MortgageFebruary 2000 - September 2007
equicredit June 1994 - February 2000
Education
Drury University 1988 — 1992
BA, business, accounting
Edward Jones Mortgage BrokerCapital MortgageFebruary 2000 - September 2007
equicredit June 1994 - February 2000
Education
Drury University 1988 — 1992
BA, business, accounting
Jeremy Dufner's Edward Jones Experience December 2009 - June 2011
Job Global Product Management at Ford Motor Credit Company
Industry Automotive
Experience
Ford Motor Credit Company April 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2013 - April 2015
J.P. Morgan September 2011 - January 2013
Edward Jones December 2009 - June 2011
University of Notre Dame January 2006 - May 2009
HSBC May 2008 - August 2008
Skills
Business Strategy, Product Development, Product Management, Competitive Analysis, Product Lifecycle..., Operations Improvement, Market Research, Analytics, Process Improvement, Financial Analysis, Management Consulting, Investments, Sales, Financial Modeling, Agile & Waterfall..., Agile Web Development, Strategic Planning, Business Requirements, Relationship Management, Data Analysis, Marketing Strategy, Strategy, Leadership, Cross-functional Team..., Vendor Management, Product Marketing, Project Management, Marketing, Problem Solving
Education
University of Notre Dame 2005 — 2009
BBA, Finance
East China Normal University 2007 — 2007
Chinese Language, History and Society
Ford Motor Credit Company April 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2013 - April 2015
J.P. Morgan September 2011 - January 2013
Edward Jones December 2009 - June 2011
University of Notre Dame January 2006 - May 2009
HSBC May 2008 - August 2008
Skills
Business Strategy, Product Development, Product Management, Competitive Analysis, Product Lifecycle..., Operations Improvement, Market Research, Analytics, Process Improvement, Financial Analysis, Management Consulting, Investments, Sales, Financial Modeling, Agile & Waterfall..., Agile Web Development, Strategic Planning, Business Requirements, Relationship Management, Data Analysis, Marketing Strategy, Strategy, Leadership, Cross-functional Team..., Vendor Management, Product Marketing, Project Management, Marketing, Problem Solving
Education
University of Notre Dame 2005 — 2009
BBA, Finance
East China Normal University 2007 — 2007
Chinese Language, History and Society
Gasiorowski Nikolai's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Goldman Sachs June 2005 - May 2013
Skills
Investments, Financial Modeling, Equities, Fixed Income, Finance, Capital Markets, Bloomberg, Hedge Funds, Portfolio Management, Investment Banking, Financial Risk..., Retirement Planning, Life Insurance
Education
Duke University 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.5
Brunswick
Edward Jones December 2013 - Present
Goldman Sachs June 2005 - May 2013
Skills
Investments, Financial Modeling, Equities, Fixed Income, Finance, Capital Markets, Bloomberg, Hedge Funds, Portfolio Management, Investment Banking, Financial Risk..., Retirement Planning, Life Insurance
Education
Duke University 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.5
Brunswick
Rebecca Styer's Edward Jones Experience 2008 - 2009
Job Food Service Specalist
Industry Retail
Experience
Turkey Hill Minit Markets January 2010 - Present
Edward Jones 2008 - 2009
Wawa, Inc. 2004 - 2008
Starwood Hotels & Resorts Worldwide, Inc. 2003 - 2005
QVC 2000 - 2003
Willow Valley Communities 1997 - 2000
Education
East Stroudsburg University of Pennsylvania
BS, Management
Turkey Hill Minit Markets January 2010 - Present
Edward Jones 2008 - 2009
Wawa, Inc. 2004 - 2008
Starwood Hotels & Resorts Worldwide, Inc. 2003 - 2005
QVC 2000 - 2003
Willow Valley Communities 1997 - 2000
Education
East Stroudsburg University of Pennsylvania
BS, Management
Christopher Ewens's Edward Jones Experience November 2006 - October 2009
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Wells Fargo Advisors, LLC. June 2012 - December 2014
Tim Bailey & Associates October 2010 - December 2011
First State Financial Management October 2009 - July 2010
Edward Jones November 2006 - October 2009
Gateway Outfitters July 2004 - November 2006
Bank One January 2003 - April 2004
Skills
Management, Microsoft Office, Strategy, Investments, Customer Service, Portfolio Management
Education
Lindenwood University 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Drury University
Political Sciences
University of Missouri
Political Sciences
Scottrade January 2015 - Present
Wells Fargo Advisors, LLC. June 2012 - December 2014
Tim Bailey & Associates October 2010 - December 2011
First State Financial Management October 2009 - July 2010
Edward Jones November 2006 - October 2009
Gateway Outfitters July 2004 - November 2006
Bank One January 2003 - April 2004
Skills
Management, Microsoft Office, Strategy, Investments, Customer Service, Portfolio Management
Education
Lindenwood University 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Drury University
Political Sciences
University of Missouri
Political Sciences
Erin Santiago's Edward Jones Experience October 2012 - Present
Job Sales Account Manager at IPS
Industry Packaging and Containers
Experience
Edward Jones October 2012 - Present
IPS Packaging November 2006 - October 2012
Boise Cascade February 2001 - February 2006
Skills
Customer Relations, Account Management, Team Building
Education
East Tennessee State University 1996 — 2000
BBA, Marketing
Edward Jones October 2012 - Present
IPS Packaging November 2006 - October 2012
Boise Cascade February 2001 - February 2006
Skills
Customer Relations, Account Management, Team Building
Education
East Tennessee State University 1996 — 2000
BBA, Marketing
Scott Whitley's Edward Jones Experience July 1989 - June 1995
Job Regional Director Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services May 2002 - Present
Raymond James Financial Services 1998 - 2001
Raymond James Financial Services 1995 - 1998
Edward Jones July 1989 - June 1995
Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Retirement, Series 24, Asset Allocation, Series 63, FINRA, Retirement Planning, Estate Planning, Financial Advisory, Securities, Wealth Management, Strategic Financial..., IRAs, Portfolio Management, Asset Managment, Fixed Annuities, Registered Corporate...
Education
East Carolina University 1984 — 1986
Masters Education
Winthrop University 1980 — 1984
Bachelor Education, Instrumental Music
Raymond James Financial Services May 2002 - Present
Raymond James Financial Services 1998 - 2001
Raymond James Financial Services 1995 - 1998
Edward Jones July 1989 - June 1995
Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Retirement, Series 24, Asset Allocation, Series 63, FINRA, Retirement Planning, Estate Planning, Financial Advisory, Securities, Wealth Management, Strategic Financial..., IRAs, Portfolio Management, Asset Managment, Fixed Annuities, Registered Corporate...
Education
East Carolina University 1984 — 1986
Masters Education
Winthrop University 1980 — 1984
Bachelor Education, Instrumental Music
Dawn De Vault's Edward Jones Experience January 2000 - August 2002
Job Department of Homeland Security
Industry Government Administration
Experience
Department of Homeland Security December 2008 - Present
Emerson Climate Technologies June 2004 - September 2007
Continental Auto Group September 2003 - May 2004
Continental Auto Group September 2002 - May 2003
Edward Jones January 2000 - August 2002
Premier Turbines January 1997 - March 1999
Education
Drury University 2005 — 2010
BS, Public Relations/Communications
Drury University 2005 — 2008
AS, General Studies
Department of Homeland Security December 2008 - Present
Emerson Climate Technologies June 2004 - September 2007
Continental Auto Group September 2003 - May 2004
Continental Auto Group September 2002 - May 2003
Edward Jones January 2000 - August 2002
Premier Turbines January 1997 - March 1999
Education
Drury University 2005 — 2010
BS, Public Relations/Communications
Drury University 2005 — 2008
AS, General Studies
Heather Wasilewski's Edward Jones Experience January 2010 - December 2010
Job Business Manager at David Jay Lieber, Electrician
Industry Financial Services
Experience
David Jay Lieber, Electrician January 2012 - Present
David Jay Lieber Electrical January 2007 - Present
Edward Jones January 2010 - December 2010
Schuco Solar USA LP 2005 - 2008
Connecticut Clean Energy Fund 2002 - 2005
Skills
Sustainability, Solar Energy, Renewable Energy, Energy Efficiency, Team Building, Business Development, Strategic Planning, Photovoltaics, Business Strategy, Customer Service, Microsoft Office, Microsoft Excel, Energy Management, Sustainable Energy, Energy, Cleantech, Alternative Energy, Energy Policy, Public Speaking, Marketing, Contract Negotiation, Energy Audits, Energy Conservation, Event Planning, Training, Entrepreneurship
Education
University of Vermont 2012 — 2012
Certificate, Sustainable Business Management
University of Connecticut 2002 — 2004
Master of Business Administration (MBA), Finance and Management Consulting
Eastern Connecticut State University 1995 — 1999
BA, BA, Economics, History
David Jay Lieber, Electrician January 2012 - Present
David Jay Lieber Electrical January 2007 - Present
Edward Jones January 2010 - December 2010
Schuco Solar USA LP 2005 - 2008
Connecticut Clean Energy Fund 2002 - 2005
Skills
Sustainability, Solar Energy, Renewable Energy, Energy Efficiency, Team Building, Business Development, Strategic Planning, Photovoltaics, Business Strategy, Customer Service, Microsoft Office, Microsoft Excel, Energy Management, Sustainable Energy, Energy, Cleantech, Alternative Energy, Energy Policy, Public Speaking, Marketing, Contract Negotiation, Energy Audits, Energy Conservation, Event Planning, Training, Entrepreneurship
Education
University of Vermont 2012 — 2012
Certificate, Sustainable Business Management
University of Connecticut 2002 — 2004
Master of Business Administration (MBA), Finance and Management Consulting
Eastern Connecticut State University 1995 — 1999
BA, BA, Economics, History
Jonathan Dingus's Edward Jones Experience September 2003 - September 2004
Job Director of Sourcing & Logistics at The Goldie Group
Industry Telecommunications
Experience
The Goldie Group June 2012 - Present
Touchstone Wireless March 2008 - September 2011
Embarq March 2005 - January 2008
Edward Jones September 2003 - September 2004
Global Mortgage March 2003 - August 2003
Crutchfield Corporation July 1998 - March 2003
Bristol Herald-Courier July 1997 - June 1998
Kingsport Times-News June 1995 - June 1997
Skills
Direct Sales, Six Sigma, Management, Account Management, Logistics, Telecommunications, Coaching, Product Management, Sales, Leadership, Supply Chain
Education
East Tennessee State University 1993 — 1997
B.A., Communications
The Goldie Group June 2012 - Present
Touchstone Wireless March 2008 - September 2011
Embarq March 2005 - January 2008
Edward Jones September 2003 - September 2004
Global Mortgage March 2003 - August 2003
Crutchfield Corporation July 1998 - March 2003
Bristol Herald-Courier July 1997 - June 1998
Kingsport Times-News June 1995 - June 1997
Skills
Direct Sales, Six Sigma, Management, Account Management, Logistics, Telecommunications, Coaching, Product Management, Sales, Leadership, Supply Chain
Education
East Tennessee State University 1993 — 1997
B.A., Communications
Nassif Dow's Edward Jones Experience 2007 - 2009
Job Vice President, Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Joe Cardamon's Edward Jones Experience August 2009 - 2010
Job Senior Sales & Service Representative at John Deere
Industry Logistics and Supply Chain
Experience
John Deere January 2012 - Present
Edward Jones August 2009 - 2010
Principal Financial Group 2005 - 2009
Abbott Laboratories 2002 - 2005
Medtronic 2000 - 2001
Pfizer Pharmaceuticals 1996 - 1999
Skills
Sales Management, Diabetes, Cardiology, Endocrinology, Healthcare, Internal Medicine, Sales Operations, Strategic Planning, Account Management, Team Building, New Business Development
Education
Drake University 2002 — 2004
MBA, Business Administration
Upper Iowa University 1989 — 1991
BS, Marketing
John Deere January 2012 - Present
Edward Jones August 2009 - 2010
Principal Financial Group 2005 - 2009
Abbott Laboratories 2002 - 2005
Medtronic 2000 - 2001
Pfizer Pharmaceuticals 1996 - 1999
Skills
Sales Management, Diabetes, Cardiology, Endocrinology, Healthcare, Internal Medicine, Sales Operations, Strategic Planning, Account Management, Team Building, New Business Development
Education
Drake University 2002 — 2004
MBA, Business Administration
Upper Iowa University 1989 — 1991
BS, Marketing
Seongbae Kim's Edward Jones Experience October 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
LanceSoft Inc January 2009 - October 2010
Skills
Strategy, Program Management, Strategic Planning, Financial Modeling, Business Strategy, Business Development, Leadership, Business Analysis, Financial Analysis, Product Management, Cross-functional Team..., Finance, Data Analysis, Management Consulting, Risk Management
Education
Duke Fuqua School of Business 2009 — 2010
MBA
Edward Jones October 2011 - Present
LanceSoft Inc January 2009 - October 2010
Skills
Strategy, Program Management, Strategic Planning, Financial Modeling, Business Strategy, Business Development, Leadership, Business Analysis, Financial Analysis, Product Management, Cross-functional Team..., Finance, Data Analysis, Management Consulting, Risk Management
Education
Duke Fuqua School of Business 2009 — 2010
MBA
Brent Baker, PMP's Edward Jones Experience March 2008 - September 2011
Job IT Manager at Red Hat
Industry Information Technology and Services
Experience
Red Hat September 2014 - Present
Red Hat December 2012 - Present
Red Hat and Resolvit September 2011 - December 2012
Edward Jones March 2008 - September 2011
Embarq November 2006 - November 2007
Embarq May 2005 - November 2006
Sprint May 2004 - May 2005
Sprint June 1999 - May 2004
Sprint June 1998 - June 1999
Sprint January 1997 - June 1998
Skills
Business Analysis, Cross-functional Team..., Vendor Management, SDLC, CRM, PMP, Program Management, Project Management, IT Management, Process Improvement, Management, Strategy, Agile Methodologies, Analysis, Enterprise Software, Leadership
Education
East Carolina University - College of Business 1993 — 1995
BSBA, Management Information Systems
Nash Community College 1990 — 1992
Associate, Arts
Red Hat September 2014 - Present
Red Hat December 2012 - Present
Red Hat and Resolvit September 2011 - December 2012
Edward Jones March 2008 - September 2011
Embarq November 2006 - November 2007
Embarq May 2005 - November 2006
Sprint May 2004 - May 2005
Sprint June 1999 - May 2004
Sprint June 1998 - June 1999
Sprint January 1997 - June 1998
Skills
Business Analysis, Cross-functional Team..., Vendor Management, SDLC, CRM, PMP, Program Management, Project Management, IT Management, Process Improvement, Management, Strategy, Agile Methodologies, Analysis, Enterprise Software, Leadership
Education
East Carolina University - College of Business 1993 — 1995
BSBA, Management Information Systems
Nash Community College 1990 — 1992
Associate, Arts
Bryan Stroud's Edward Jones Experience January 2007 - January 2012
Job Associate Engineer Release Management at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions November 2014 - Present
CenturyLink Technology Solutions September 2013 - October 2014
Savvis January 2012 - September 2013
Edward Jones January 2007 - January 2012
Skills
Routers, Routing, Routing Protocols, Router Configuration, Network Administration, Windows 7, Windows Administration, VMware, Databases, Database Administration, Systems Analysis, System Design, Customer Service
Education
ITT Technical Institute-Earth City 2010 — 2012
Associate of Science (A.S.), Computer Systems Networking and Telecommunications, 3.93
University of Missouri-Saint Louis 2002 — 2006
Bachelor's degree, Management Information Systems, General
East Central College 1999 — 2002
Computer Information Systems, Information Technology
CenturyLink Technology Solutions November 2014 - Present
CenturyLink Technology Solutions September 2013 - October 2014
Savvis January 2012 - September 2013
Edward Jones January 2007 - January 2012
Skills
Routers, Routing, Routing Protocols, Router Configuration, Network Administration, Windows 7, Windows Administration, VMware, Databases, Database Administration, Systems Analysis, System Design, Customer Service
Education
ITT Technical Institute-Earth City 2010 — 2012
Associate of Science (A.S.), Computer Systems Networking and Telecommunications, 3.93
University of Missouri-Saint Louis 2002 — 2006
Bachelor's degree, Management Information Systems, General
East Central College 1999 — 2002
Computer Information Systems, Information Technology
Michael Trimble's Edward Jones Experience August 1999 - January 2001
Job Commercial underwriter at Donegal Insurance Group
Industry Insurance
Experience
Donegal Insurance Group June 2012 - Present
Nationwide Insurance 2008 - June 2012
Nationwide Insurance March 2008 - December 2008
Nationwide Insurance August 2006 - March 2008
Nationwide Insurance August 2004 - August 2006
Enterprise Rent-A-Car January 2001 - August 2004
Edward Jones August 1999 - January 2001
RadioShack 1994 - 1999
Skills
Property & Casualty..., Commercial Insurance, Casualty, Underwriting, General Insurance, Insurance, Liability, Legal Liability, Umbrella Insurance, Professional Liability, Claim, Workers Compensation, Life Insurance, Health Insurance, Term Life Insurance, Commercial Lines, Inland Marine, Brokers
Education
Drexel University - College of Business and Administration 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Kutztown University of Pennsylvania 1990 — 1994
BSBA, Management, Marketing
Donegal Insurance Group June 2012 - Present
Nationwide Insurance 2008 - June 2012
Nationwide Insurance March 2008 - December 2008
Nationwide Insurance August 2006 - March 2008
Nationwide Insurance August 2004 - August 2006
Enterprise Rent-A-Car January 2001 - August 2004
Edward Jones August 1999 - January 2001
RadioShack 1994 - 1999
Skills
Property & Casualty..., Commercial Insurance, Casualty, Underwriting, General Insurance, Insurance, Liability, Legal Liability, Umbrella Insurance, Professional Liability, Claim, Workers Compensation, Life Insurance, Health Insurance, Term Life Insurance, Commercial Lines, Inland Marine, Brokers
Education
Drexel University - College of Business and Administration 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Kutztown University of Pennsylvania 1990 — 1994
BSBA, Management, Marketing
Rod Weakley's Edward Jones Experience March 2007 - January 2012
Job Financial Advisor at Century Securities
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Edward Jones March 2007 - January 2012
Skills
Accredited Asset..., Wealth Management, Investments, Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Asset Allocation, Investment Advisory, Strategic Financial..., Fixed Annuities, Investment Strategies, Securities, Financial Advisory, Uniform Combined State..., Portfolio Management, Estate Planning, IRAs
Education
East Central College 2004 — 2006
Associate's degree, Business Administration and Management, General
Stifel Financial Corp. January 2012 - Present
Edward Jones March 2007 - January 2012
Skills
Accredited Asset..., Wealth Management, Investments, Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Asset Allocation, Investment Advisory, Strategic Financial..., Fixed Annuities, Investment Strategies, Securities, Financial Advisory, Uniform Combined State..., Portfolio Management, Estate Planning, IRAs
Education
East Central College 2004 — 2006
Associate's degree, Business Administration and Management, General
Elizabeth Ludwig's Edward Jones Experience 2007 - Present
Job Administrative Professional
Industry Financial Services
Experience
Edward Jones 2007 - Present
TD Bank Group April 2006 - April 2007
Hudson United Bank April 2004 - April 2006
United States Postal Service April 1996 - January 2004
Charles Dept Store March 1989 - March 1990
Northern Westchester Hospital September 1976 - October 1988
Skills
Employee Relations, Event Planning, Office Administration, MS Office Suite, Customer Relations, Benefits Administration, Account Reconciliation, Administrative Support, Marketing Communications, Community Relations
Education
Dutchess Community College
Mercy College
Westchester Community College
Mathmatics
Edward Jones 2007 - Present
TD Bank Group April 2006 - April 2007
Hudson United Bank April 2004 - April 2006
United States Postal Service April 1996 - January 2004
Charles Dept Store March 1989 - March 1990
Northern Westchester Hospital September 1976 - October 1988
Skills
Employee Relations, Event Planning, Office Administration, MS Office Suite, Customer Relations, Benefits Administration, Account Reconciliation, Administrative Support, Marketing Communications, Community Relations
Education
Dutchess Community College
Mercy College
Westchester Community College
Mathmatics
Jasen Fronabarger's Edward Jones Experience August 2002 - Present
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2002 - Present
Drury University August 1999 - August 2002
Drury University May 1999 - May 2002
Skills
Public Speaking
Education
Drury University 1995 — 2001
Masters Degree; Bachelor of Science, Education
Edward Jones August 2002 - Present
Drury University August 1999 - August 2002
Drury University May 1999 - May 2002
Skills
Public Speaking
Education
Drury University 1995 — 2001
Masters Degree; Bachelor of Science, Education
Dede Thies's Edward Jones Experience February 2007 - July 2010
Job Director ThirtyOne Gifts
Industry Apparel & Fashion
Experience
Thirty-One Gifts July 2011 - Present
Edward Jones February 2007 - July 2010
Education
East Tennessee State University 1991 — 1995
Bachelor of Science (BS), Criminalistics and Criminal Science, Graduate
Thirty-One Gifts July 2011 - Present
Edward Jones February 2007 - July 2010
Education
East Tennessee State University 1991 — 1995
Bachelor of Science (BS), Criminalistics and Criminal Science, Graduate
Denise Borden's Edward Jones Experience December 2000 - Present
Job Senior Accounting Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2000 - Present
Maritz Inc 1998 - 2000
Barnes-Jewish Hospital 1997 - 1998
Skills
Microsoft Office, CBIZ Tools, PeopleSoft, Oracle, Access, Analysis, Accounts Payable, Microsoft Excel, Auditing, Invoicing, Accounts Receivable, Time Management
Education
Missouri Baptist University 2011 — 2013
Bachelor of Arts (BA), Business Administration
East Central College 2005 — 2011
Associate of Arts (A.A.), General Education
Edward Jones December 2000 - Present
Maritz Inc 1998 - 2000
Barnes-Jewish Hospital 1997 - 1998
Skills
Microsoft Office, CBIZ Tools, PeopleSoft, Oracle, Access, Analysis, Accounts Payable, Microsoft Excel, Auditing, Invoicing, Accounts Receivable, Time Management
Education
Missouri Baptist University 2011 — 2013
Bachelor of Arts (BA), Business Administration
East Central College 2005 — 2011
Associate of Arts (A.A.), General Education
Michelle Deters's Edward Jones Experience March 2004 - May 2009
Job Reconciliation Specialist
Industry Financial Services
Experience
Financial Company January 2013 - Present
American Home Shield May 2010 - December 2012
Edward Jones March 2004 - May 2009
Federal Home Loan Bank of Des Moines June 1998 - March 2003
Skills
Account Reconciliation, Financial Analysis, Credit, Mutual Funds, Finance, Banking, Customer Service, Financial Reporting, Financial Services, Microsoft Excel, PowerPoint
Education
Drake University 2000 — 2002
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1991 — 1996
Bachelor's degree, Finance, General
Financial Company January 2013 - Present
American Home Shield May 2010 - December 2012
Edward Jones March 2004 - May 2009
Federal Home Loan Bank of Des Moines June 1998 - March 2003
Skills
Account Reconciliation, Financial Analysis, Credit, Mutual Funds, Finance, Banking, Customer Service, Financial Reporting, Financial Services, Microsoft Excel, PowerPoint
Education
Drake University 2000 — 2002
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1991 — 1996
Bachelor's degree, Finance, General
Sheryll Kremer's Edward Jones Experience May 2007 - Present
Job Sr BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
The Brickman Group 1995 - 1998
Prudential Life Insurance Company 1988 - 1994
Skills
Certified Payroll..., Grand Champion -..., Retirement, Retirement Planning, Mutual Funds, 401k, Team Building, Insurance, Strategic Planning, Saving for Education, Qualified Retirement..., Microsoft Excel, Customer Service
Education
St. Petersburg College 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Managerial and Organizational Leadership, cum laude
Eastern Center for Arts and Technology 1999 — 2000
LPN, Licensed Practical Nurse
Edward Jones May 2007 - Present
The Brickman Group 1995 - 1998
Prudential Life Insurance Company 1988 - 1994
Skills
Certified Payroll..., Grand Champion -..., Retirement, Retirement Planning, Mutual Funds, 401k, Team Building, Insurance, Strategic Planning, Saving for Education, Qualified Retirement..., Microsoft Excel, Customer Service
Education
St. Petersburg College 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Managerial and Organizational Leadership, cum laude
Eastern Center for Arts and Technology 1999 — 2000
LPN, Licensed Practical Nurse
Lisa Hanselman's Edward Jones Experience June 2006 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Education
East Tennessee State University 1980 — 1986
Bachelor of Business Administration (BBA), Marketing
Edward Jones June 2006 - Present
Education
East Tennessee State University 1980 — 1986
Bachelor of Business Administration (BBA), Marketing
Sandy Usiak's Edward Jones Experience November 2009 - Present
Job Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2009 - Present
Skills
Event Planning, Office Administration, Social Media, Marketing, Microsoft Excel, Administrative..., Office Management, Outlook, Public Speaking, Management, Project Management, Budgets, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Team Building
Education
Duquesne University
BA, Journalism
Edward Jones November 2009 - Present
Skills
Event Planning, Office Administration, Social Media, Marketing, Microsoft Excel, Administrative..., Office Management, Outlook, Public Speaking, Management, Project Management, Budgets, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Team Building
Education
Duquesne University
BA, Journalism
Clay Giles's Edward Jones Experience April 2014 - September 2014
Job Sales and Management Professional
Industry Management Consulting
Experience
Edward Jones April 2014 - September 2014
Forest Pharmaceuticals January 2005 - April 2014
Edward Jones April 2004 - January 2005
Enterprise Rent-A-Car February 2000 - February 2004
Skills
Sales, Sales Operations, Cold Calling, Healthcare, Sales Force Development, Sales Presentations, Selling Skills, Pharmaceutical Sales, Selling, Product Launch, Pain Management, Customer Service, Investments, Leadership, Management, Marketing, Sales Management
Education
East Tennessee State University 1996 — 1999
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Edward Jones April 2014 - September 2014
Forest Pharmaceuticals January 2005 - April 2014
Edward Jones April 2004 - January 2005
Enterprise Rent-A-Car February 2000 - February 2004
Skills
Sales, Sales Operations, Cold Calling, Healthcare, Sales Force Development, Sales Presentations, Selling Skills, Pharmaceutical Sales, Selling, Product Launch, Pain Management, Customer Service, Investments, Leadership, Management, Marketing, Sales Management
Education
East Tennessee State University 1996 — 1999
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Gary Beamer's Edward Jones Experience October 1994 - October 1999
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Hospice Pharmacy Services; Andrews Apothecary 2009 - 2014
Granite City Cigar April 1999 - February 2009
Edward Jones October 1994 - October 1999
Skills
Financial Analysis, Managerial Finance, Financial Services
Education
East Carolina University
BSBA, International Finance
Hospice Pharmacy Services; Andrews Apothecary 2009 - 2014
Granite City Cigar April 1999 - February 2009
Edward Jones October 1994 - October 1999
Skills
Financial Analysis, Managerial Finance, Financial Services
Education
East Carolina University
BSBA, International Finance
James Rohrbaugh's Edward Jones Experience March 2004 - January 2012
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors July 2013 - May 2015
Wells Fargo Advisors October 2012 - July 2013
Wells Fargo Advisors January 2012 - October 2012
Edward Jones March 2004 - January 2012
Bank of America January 2002 - February 2004
World Affairs Council June 2001 - January 2002
Skills
Retirement Planning, Mutual Funds, Investments, Finance, Wealth Management, Retirement, 529 Plans, Portfolio Management, Financial Analysis
Education
Washington University in St. Louis 2005 — 2005
Additional Coursework in Finance and Accounting
Earlham College 1996 — 2000
Bachelor’s Degree, Economics
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors July 2013 - May 2015
Wells Fargo Advisors October 2012 - July 2013
Wells Fargo Advisors January 2012 - October 2012
Edward Jones March 2004 - January 2012
Bank of America January 2002 - February 2004
World Affairs Council June 2001 - January 2002
Skills
Retirement Planning, Mutual Funds, Investments, Finance, Wealth Management, Retirement, 529 Plans, Portfolio Management, Financial Analysis
Education
Washington University in St. Louis 2005 — 2005
Additional Coursework in Finance and Accounting
Earlham College 1996 — 2000
Bachelor’s Degree, Economics
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation