Edward Jones

Industry: Investment company

Description

Edward 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
Maxwell Agbakpem Maxwell Agbakpem Greater St. Louis Area Details
Maxwell Agbakpem's Edward Jones Experience December 2012 - August 2013
Job Entrepreneur
Industry Accounting
Experience
'Self-Employed'   January 2015 - Present
PNC  August 2013 - June 2014
Edward Jones   December 2012 - August 2013
Lucky Brand  February 2011 - November 2012

Skills
Microsoft Office, Public Speaking, Research, Customer Service, Management, Microsoft Word, Social Media, PowerPoint, Leadership, Strategic Planning, Project Management, English, Sales, Event Planning, Team Leadership, Editing, Microsoft Excel, Fundraising, Marketing, Community Outreach, Analysis, Budgets, Program Management, Time Management

Education
Washington University in St. Louis   2014 — 2017
Master of Engineering (M.Eng.), Mathematics and Computer Science

Everest College-Chicago   2009 — 2012
Bachelor of Arts (BA), Accounting and Business/Management

Bryan L. Russell RN, BBA Bryan L. Russell RN, BBA Huntsville, Alabama Details
Bryan L. Russell RN, BBA's Edward Jones Experience 1995 - 1997
Job Mental Health Nurse at Mental Health Center of Madison County
Industry Hospital & Health Care
Experience
Mental Health Center of Madison County  2013 - Present
Home HealthLine, LLC   2009 - Present
Russell Asset Management   2003 - 2009
E*TRADE Financial  2002 - 2003
Charles Schwab  1997 - 2002
Edward Jones   1995 - 1997
J.C. Bradford & Co   1994 - 1995
White Tiger Manufacturing   1992 - 1994
SportsLife - Baptist Medical Center   1988 - 1992
Central Bank of the South  1986 - 1988

Skills
Registered Nurses, Project Management..., Consultative Sales..., Experienced Sales..., Experienced Speaker, Team Leadership, Medical Terminology, Nursing Process, Nursing Documentation, Professional..., World Class Customer..., Executive Level..., Microsoft Office, Sales Presentation..., Presentation Coaching, Business Planning, Investment Advisory, Prospecting New Clients, Computer Proficiency, National Media..., Strategic Hiring, New Business Development, Rain Maker, Surgical Device Sales, Surgical Nursing, Cardiology, Oncology, Employee Benefits, Emergency Room, Orthopedic, Pay Close Attention to..., Highly motivated..., Goal-oriented..., Outstanding time..., Medical/Surgical, Quality Patient Care, Outstanding..., Successful Business..., HIPAA, Surgery, Operating Room Sales, Strategic Financial..., Hospital Information..., Staff Management, High Achiever, Seven Habits of Highly..., Persuasive Presentation..., BLS Health Care..., Superior Work Ethic, Medical Devices

Education
John C Calhoun State Community College   2009 — 2012
Associate of Applied Science, Nursing

Graduate Finance Licenses & Management Classes toward   1994 — 2009
Master of Business Administration (MBA), Graduate Finance Licenses & Management Classes toward MBA

Faulkner University   1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration

De La Salle High School
College Preparatory Diploma

LPL Financial / Doug Jenkins LPL Financial / Doug Jenkins Yorkville, Illinois Details
LPL Financial / Doug Jenkins's Edward Jones Experience 1987 - 1990
Job Financial/Investment Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 1996 - Present
Investacorp, Inc.   1990 - 1995
Edward Jones   1987 - 1990

Skills
Helping my clients..., Private wealth..., Informing clients of..., In-depth analysis of..., Navigation of tax code

Education
Western Illinois University   1985 — 1987
Bachelor of Science, Psychology

Eureka College   1979 — 1981
Bachelor of Science, Psychology

Beth Delaurentis Beth Delaurentis Greater Chicago Area Details
Beth Delaurentis's Edward Jones Experience September 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Mechanical or Industrial Engineering
Experience
Edward Jones   September 2013 - Present
Catalyst Exhibits  August 2011 - September 2013
Catalyst Exhibits  October 2009 - July 2011
RTM & Associates  2007 - 2009
Tarkenton Financial  2005 - 2007
Stark Carpet & Fabric  2002 - 2005

Skills
AutoCAD, Microsoft Office, Adobe Creative Suite

Education
Florida Atlantic University   1998 — 2002
Bachelors, Graphic Design

Jeremy Haden Jeremy Haden Garden City, Kansas Details
Jeremy Haden's Edward Jones Experience March 2006 - July 2007
Job District Manager at Advance Auto Parts
Industry Retail
Experience
Advance Auto Parts  December 2010 - Present
AutoQuest Inc.   June 2008 - June 2010
Lewis Automotive Group  July 2007 - June 2008
Edward Jones   March 2006 - July 2007
Lewis Automotive Group  December 1999 - January 2006
Lewis Automotive Group  April 1997 - December 1999

Skills
Negotiation, Retail

Education
Emporia State University

State of Kansas Life

The University of Kansas
Finance

David Zavarelli, CFP® David Zavarelli, CFP® Greater New York City Area Details
David Zavarelli, CFP®'s Edward Jones Experience May 2006 - October 2008
Job Financial Advisor at Raymond James Financial Services, Inc. at Union Savings Bank
Industry Financial Services
Experience
Raymond James Financial Services at Union Savings Bank   October 2008 - Present
Edward Jones   May 2006 - October 2008
Stew Leonard's  1986 - 2006

Skills
Investments, Retirement Planning, Securities, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Life Insurance, Long Term Care Insurance, Financial Goals, Strategic Financial..., Certified Financial..., IRAs, Roth IRA, 401k, Financial Advisory, FINRA, Finance, Disability Insurance, Buy-sell Agreements, Stocks, Bonds, Municipal Bonds, 529 Plans, Qualified Retirement..., 401k Rollovers, Estate Planning, Series 7, Customer Service, Risk Management, Leadership

Education
Fairfield University   2009 — 2010
CFP Certificate Program

Center For Creative Leadership
Leadership Development Program

Norwalk Community College
AS, Management

Western Connecticut State University
BBA, Management

Clint McCurry Clint McCurry Indianapolis, Indiana Area Details
Clint McCurry's Edward Jones Experience December 2008 - February 2012
Job
Industry Financial Services
Experience
American Funds  February 2012 - Present
Edward Jones   December 2008 - February 2012
Sigma Tau Gamma Fraternity  May 2006 - November 2008
First United Bank  May 2005 - December 2005
Sigma Tau Gamma Fraternity  July 2004 - May 2005
Emporia State University  August 2002 - May 2004

Skills
Mutual Funds, Strategic Planning, Financial Analysis, Leadership, Finance, Customer Service, Investments, Marketing, Public Speaking, Sales, Series 7, Analysis

Education
Emporia State University   2002 — 2004
MBA

Emporia State University   1997 — 2001
BSB

Roderick Hardy Roderick Hardy Melbourne, Florida Details
Roderick Hardy's Edward Jones Experience August 2015 - Present
Job Edward Jones Financial Advisor Trainee
Industry Investment Management
Experience
Edward Jones   August 2015 - Present
Florida Institute of Technology  January 2013 - May 2015
Defiance College  August 2012 - December 2012
University of Central Florida  May 2012 - August 2012
Indiana State University  March 2011 - May 2012

Skills
Management, Consulting, Leadership Development, Coaching, Team Leadership, Organizational..., Marketing, Research, Entrepreneurship, Business, PowerPoint, Microsoft Office, Microsoft Word, New Business Development, Community Outreach, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Leadership, Fundraising, Teamwork, Training, Event Management

Education
Florida Institute of Technology   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4/4.0

Indiana State University   2008 — 2012
Bachelor’s Degree, Psychology, 3.0/4.0 GPA

Michael Kussatz Michael Kussatz Kansas City, Missouri Area Details
Michael Kussatz's Edward Jones Experience May 2009 - June 2010
Job Sales Manager at Garmin International
Industry Airlines/Aviation
Experience
Garmin International  July 2010 - Present
Garmin  July 2010 - Present
Edward Jones   May 2009 - June 2010
Concordia University  January 2006 - January 2010
Duncan Aviation  October 1997 - March 2009
West Star Aviation  June 1993 - October 1997

Education
Embry-Riddle Aeronautical University
MBA

University of Central Missouri
B.S, Aviation Technology

Etoyi George Etoyi George Tallahassee, Florida Area Details
Etoyi George's Edward Jones Experience 2008 - 2008
Job Account Representative
Industry Medical Devices
Experience
Rotech Healthcare  August 2014 - Present
Bankers Life and Casualty Company  February 2012 - July 2014
AXA Advisors  February 2009 - October 2011
New Life Investments   March 2005 - February 2009
All Mortgage Inc   2003 - 2009
Edward Jones   2008 - 2008

Skills
Retirement Savings, Retirement Plan..., Retirement Income..., 401k Rollovers, Defined Benefit, Defined Contribution..., Variable Life Insurance, B2B Marketing, Spin Selling, Real Estate Financing, Sales Presentations, Group Benefits, Group Presentations, Direct Sales, Annuities, Long Term Care, Deferred Compensation, Tax Sheltered Annuities, Non Qualified Deferred..., Technical Writing, Oracle Sebeil CRM, Small Project Management, Employee Benefits, Fixed Annuities, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Strategic Financial..., 403 b, Defined Contribution

Education
Tallahassee Community College   1995 — 1996
Economics

Florida Agricultural and Mechanical University

Tynagia Polk Tynagia Polk Dallas/Fort Worth Area Details
Tynagia Polk's Edward Jones Experience August 1997 - December 1998
Job Manager Diversity & Inclusion at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Human Resources
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   April 2015 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas   October 2011 - April 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas   April 2006 - October 2011
AT&T (formerly SBC)   March 2000 - April 2006
Michaels Arts and Crafts  January 1999 - February 2000
Edward Jones   August 1997 - December 1998

Skills
Recruiting, Talent Acquisition, Temporary Placement, Human Resources, College Recruiting, Applicant Tracking..., Leadership Development, Strategic Planning, Training, Interviews, PeopleSoft, Employee Benefits, Management, Hiring, Sourcing, Leadership, Onboarding, Team Building, New Hire Orientations, Employee Relations, Employee Engagement, Talent Management

Education
Florida Agricultural and Mechanical University
Bachelor of Science (BS), Political Science; Concentration in Public Administration

The University of Dallas
Master of Science (M.S.), Human Resources Management

Cathy Lau Cathy Lau Vancouver, Canada Area Details
Cathy Lau's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Market Research
Experience
Edward Jones   May 2014 - Present
softgate gmbh shenzhen representative office   February 2005 - June 2013
IP Softcom(Shenzhen) company ltd   2004 - 2005

Skills
Team Building, CRM, Customer Satisfaction..., Complaint Handling &..., Microsoft Suites, PowerPoint, Marketing Research, Marketing Strategy, Sales and Margin..., Import/Export Operations, Soft and Analytical..., Accounting, Microsoft Excel, Customer Service, Event Planning, Administration, Customer Satisfaction, Employee Training

Education
University of Ballarat
Master of Business Administration (MBA)

Gregory B. Paine Gregory B. Paine Faribault, Minnesota Details
Gregory B. Paine's Edward Jones Experience July 2008 - May 2010
Job United Investment Group
Industry Financial Services
Experience
United Investment Group   November 2011 - Present
Morgan Stanley Smith Barney  April 2010 - November 2011
Edward Jones   July 2008 - May 2010
Legacy Golf Corporation   January 2001 - July 2008

Skills
Financial Planning, Insurance, Investments

Education
University of Phoenix   2004 — 2008
MBA, Marketing

Ferris State University   1992 — 1996
Bachelor's of Science, Marketing & Professional Golf Management

Superior Senior High School   1988 — 1992
High School Diploma, General

Joe Flores Joe Flores Bradenton, Florida Details
Joe Flores's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   August 2015 - Present
J.P Morgan Chase Bank, N.A.   August 2013 - August 2015
Fifth Third Bank  January 2010 - December 2012
American Momentum Bank  February 2007 - January 2009
Regions Financial Corporation  April 2005 - January 2007
Bank of America  September 1996 - January 2005

Education
Ferris State University   1987 — 1992
Bachelor of Science (B.S.), Business Administration and Management

North Branch High School   1984 — 1987
High School Diploma

Julie Schilligo, PhD Julie Schilligo, PhD Greater St. Louis Area Details
Julie Schilligo, PhD's Edward Jones Experience March 2015 - Present
Job Sr Performance Development Specialist at Edward Jones
Industry Human Resources
Experience
Edward Jones   March 2015 - Present
Edward Jones   August 2011 - April 2015
Florida Institute of Technology  March 2010 - September 2013
Express Scripts  July 2008 - August 2011
Ingersoll Rand  August 2007 - July 2008
NASA  August 2005 - July 2007
Center for Professional Service   March 2004 - September 2005
Deveaux’s Consultants Inc   September 2004 - April 2005
Defense Equal Opportunity Management Institute (DEOMI)   May 2004 - November 2004

Skills
Organizational..., Feedback, Knowledge Management, Team Building, Leadership Development, Strategic HR, HR Consulting, Restructuring, Change Management, Employee Surveys, Organizational..., Succession Planning, Employee Engagement, Talent Management, Six Sigma, Human Resources, Strategy, Employee Relations, Psychology

Education
Florida Institute of Technology   2005 — 2007
PhD

Florida Institute of Technology   2003 — 2005
MS

University of Richmond   1999 — 2003
BS

Andrea Boyd Andrea Boyd United States Details
Andrea Boyd's Edward Jones Experience July 2005 - September 2007
Job Experienced HR/Talent Acquisition professional actively seeking new career opportunity.
Industry Human Resources
Experience
Uni-Select USA  September 2014 - Present
GROUP Ministries, Inc   June 2008 - June 2014
American Water  October 2007 - April 2008
Edward Jones   July 2005 - September 2007
Boeing  July 2001 - July 2005
Boeing  June 2000 - July 2001

Skills
Recruiting, Human Resources, Negotiation, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, PowerPoint, English, Research, Public Speaking, Teaching, Strategic Planning, Employee Relations, Client Relations Skills, Group Facilitation, New Hire Orientations, Supervisory Skills, Program Management, Program Evaluation, Data Analysis, Program Facilitation, Health Education, Community Outreach

Education
Webster University   2001 — 2005
Master of Arts (MA), dual Degree, Human Resources Management & Human Resource Development

Fisk University
Bachelor of Science (BS), Business Administration & Management

Kyle Short Kyle Short Scottsdale, Arizona Details
Kyle Short's Edward Jones Experience October 2013 - February 2014
Job Marketing Manager at United Real Estate Scottsdale
Industry Financial Services
Experience
United Real Estate Scottsdale   May 2014 - Present
Edward Jones   October 2013 - February 2014
Pristine Desert Properties LLC   June 2010 - October 2013
Fairfield University  August 2011 - May 2013
Fairfield University  August 2009 - May 2013
Rays Pizza   May 2007 - August 2009

Skills
Microsoft Office, Microsoft Excel, Website Development, Web Marketing, CRM, Econometrics, Stata, Market Analysis, Phone Etiquette, Real Estate Transactions, Team Leadership, SPSS, Series 7, Sales, Public Speaking

Education
Fairfield University   2009 — 2013
Bachelor of Science (B.S.), Economics

Fairfield University   2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General

Jeremy Alessi Jeremy Alessi Wichita, Kansas Area Details
Jeremy Alessi's Edward Jones Experience 2009 - 2013
Job Principal / Financial Advisor at Cottonwood Wealth Management, LLC
Industry Financial Services
Experience
Cottonwood Wealth Management, LLC   2013 - Present
Cottonwood Quant Fund, LP   2013 - Present
Edward Jones   2009 - 2013

Skills
Retirement Planning, Asset Managment, Wealth Management, Strategic Financial..., Investments, Estate Planning, Life Insurance, Portfolio Management, Banking, Asset Management, Mutual Funds, Fixed Annuities, Loans, Securities, Mergers & Acquisitions, Financial Analysis, Wealth Transfer, Business Consulting, Management Consulting, Insurance, Credit, Finance, Venture Capital, Retirement, Mortgage Lending, Equities, Alternative Investments, Financial Services, Small Business, Disability Insurance, Risk Management, Relationship Management, Management, Long-term Care, Hedge Funds, Private Equity, Trading, Investment Banking, Executive Management, Due Diligence, Financial Modeling, Valuation, Credit Analysis, Term Life Insurance, Corporate Finance, Business Planning, Financial Advisory, Employee Benefits, Business, Emerging Markets

Education
Emporia State University

Trinity International University

Diane Maxon Diane Maxon Masontown, West Virginia Details
Diane Maxon's Edward Jones Experience January 2002 - Present
Job Senior Branch Officer Administrator and Owner of JoDia's Creative Creations at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2002 - Present
Wesley United Methodist Church  June 1990 - January 2002

Skills
Financial Services, Customer Service, Computers, Women Owned Business, Photography, Event Planning, Catering, Mentoring, Bookkeeping

Education
Fairmont State University   2003 — 2011
Bachelor of Science (BS), Finance, General

Rowlesburg High School   2003 — 2011

Ann Bowers Kinder Ann Bowers Kinder Fort Smith, Arkansas Area Details
Ann Bowers Kinder's Edward Jones Experience November 2010 - August 2013
Job Financial Advisor at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc.   August 2013 - Present
Edward Jones   November 2010 - August 2013
Alzheimer's Association  2000 - December 2011
Patriot Mortgage  October 2008 - October 2010

Skills
Investment Properties, Budgets, Customer Service, Fundraising, First Time Home Buyers, Credit, Estate Planning, Microsoft Excel, Accounting

Education
Emory University   1979 — 1980
MA, Teaching

Emory University   1976 — 1979
BA, Political Science

Southside   1974 — 1976

Beth Hagewood Beth Hagewood Cape Coral, Florida Details
Beth Hagewood's Edward Jones Experience June 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2014 - Present

Education
Florida Gulf Coast University
BS, Business Management, Marketing

Daniel Sutherlin Daniel Sutherlin Lansing, Michigan Area Details
Daniel Sutherlin's Edward Jones Experience September 2014 - March 2015
Job Personal Lines Underwriter at AutoOwners Insurance
Industry Insurance
Experience
Auto-Owners Insurance  August 2015 - Present
Edward Jones   September 2014 - March 2015
The Resorts of Tullymore & St. Ives   May 2011 - September 2014

Skills
Teamwork

Education
Ferris State University   2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior

Art McCormick Art McCormick Boca Raton, Florida Details
Art McCormick's Edward Jones Experience November 1998 - February 2014
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2014 - Present
Edward Jones   November 1998 - February 2014
Lynn Insurance Group  1976 - 1998

Education
Florida Atlantic University   1972 — 1976
BBS - Finance, Business Administration and Management, General

Nicole Chandras Nicole Chandras Port Chester, New York Details
Nicole Chandras's Edward Jones Experience June 2015 - August 2015
Job Financial Advising Summer Intern at Edward Jones
Industry Design
Experience
University of Massachusetts Amherst  January 2015 - Present
State Street  October 2014 - Present
Sisters On The Runway- UMass Division  September 2013 - Present
Laced   March 2012 - Present
Edward Jones   June 2015 - August 2015
Isenberg Marketing Club  September 2013 - September 2014
Red Mango, Inc.   June 2013 - September 2014
Grosvenor House, A JW Marriott Hotel   June 2014 - July 2014
Westchester Burger Company   May 2013 - August 2013
Buffalo Wild Wings  April 2012 - July 2013

Skills
- Fine Arts..., -Design and Marketing..., Apparel, Drawing, Networking, Fashion, Advertising, Marketing, Art, Sewing, Painting, Creative Direction, Social Networking, Styling, Social Media, Hospitality Management, Event Planning, Leadership, Time Management

Education
Isenberg School of Management, UMass Amherst   2012 — 2016
Bachelor of Science (B.S), Hospitality and Tourism Management, Junior

School of Visual Arts   2011 — 2011
Precollege Program, Advertising & Fine Arts (Drawing & Painting)

Fashion Institute of Technology   2010 — 2010
precollege program, accesorie and t shirt design

Paul von Merveldt Paul von Merveldt Sebring, Florida Details
Paul von Merveldt's Edward Jones Experience February 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   February 1997 - Present
Pizza Hut  December 1973 - December 1994

Skills
Variable Annuities, Education Savings, Equity Investments, Estate Considerations, Insurance, Mutual Funds, Financial Calculators

Education
Kansas State University   1972 — 1973
Radio and Television Broadcasting Technology/Technician

Emporia State University   1971 — 1973
Business Administration and Management, General

Joe Livesay Joe Livesay West Lafayette, Indiana Details
Joe Livesay's Edward Jones Experience February 1992 - November 1997
Job Organic Solution Management (OSM)
Industry Renewables & Environment
Experience
Organic Solution Management   February 2012 - Present
Midwest Construction & Development   February 2002 - March 2011
Line 13 Properties, LLC   February 2002 - March 2011
Jericho Investments, LLC   August 1988 - May 2002
Edward Jones   February 1992 - November 1997
Livesay Realty   June 1983 - August 1988

Skills
Sustainability, Waste, New Business Development, Strategic Planning, Business Strategy

Education
Evangel University   1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Wade Belote Wade Belote Richmond, Virginia Area Details
Wade Belote's Edward Jones Experience October 1999 - November 2002
Job President at Global Green Agronomics
Industry Venture Capital & Private Equity
Experience
Global Green Agronomics   March 2014 - Present
Outdooor Specialty Innovations, Inc.   January 2013 - Present
Highland Shore, LLC   June 2008 - Present
Snagajob  May 2000 - April 2011
TrustBuilders Planning Group   2004 - 2009
PayTime, Inc.   2005 - 2008
B&P Benefits Solutions   2003 - 2008
New York Life Insurance Company  November 2002 - October 2004
Edward Jones   October 1999 - November 2002
Alliance Agronomics   December 1992 - July 1999

Skills
Small Business, Business..., Payroll, Project Planning, Management, Sales, Start-ups, Customer Service, New Business Development, Strategic Planning, Real Estate, Investments, Marketing Strategy, Marketing, Retirement Planning, Strategic Financial..., Team Building

Education
University of Richmond   1978 — 1981
B.A., Economics

Ferrum College   1976 — 1978
AA Business, Business Admin

Luke Crumpton Waters, Esq., MPA Luke Crumpton Waters, Esq., MPA Greater Atlanta Area Details
Luke Crumpton Waters, Esq., MPA's Edward Jones Experience June 2013 - Present
Job Experienced Attorney & Finance Professional
Industry Financial Services
Experience
Edward Jones   June 2013 - Present
Endeavor Telecom  August 2011 - June 2013
Florida Office of the Attorney General  January 2010 - May 2011

Skills
Legal Research, Employment Law, Legal Writing, 401k, Corporate Law, Mutual Funds, Life Insurance, Roth IRA, Unit Investment Trusts, Estate Planning, Stocks, Licensing, Municipal Bonds, Disability Insurance, Finance, Contract Negotiation, Contract Law, Contract Management, Investment Strategies, Employment Law..., Traditional Labor Law, Fixed Annuities, Simple IRA, Financial Planning, Legal Contract Review, Project Management, Mergers & Acquisitions, ETFs, Traditional IRA, Strategic Financial..., Consulting, Management Consulting, Corporate Finance, Legal Advice, Legal Compliance, Trust Management, Wills, Financial Law, REIT, Insurance Law, ERISA, Workers Compensation, FLSA, Institutional..., Securities Regulation, Dodd-Frank, Series 7, Consumer Law, Transactional Law, Financial Markets

Education
Florida State University College of Law   2008 — 2011
Juris Doctorate, Law

Troy University   2006 — 2007
Master of Public Administration (M.P.A.), Human Resources Management and Services

Faulkner University   2002 — 2006
Bachelor of Science (B.S.), Criminal Justice and Corrections

Justin Chesser Justin Chesser Shawnee, Kansas Details
Justin Chesser's Edward Jones Experience October 2013 - August 2014
Job Assistant Store Manager at Sprouts Farmers Market
Industry Insurance
Experience
Sprouts Farmers Market  July 2014 - Present
Aristocrat Sports Management   2012 - Present
Edward Jones   October 2013 - August 2014
State Farm Insurance  April 2012 - October 2013
Johnson County Park and Recreation District  January 2012 - April 2012
Johnson County Park and Recreation District  April 2007 - January 2012
Boys & Girls Club  January 2006 - April 2007
Kroger  April 2000 - April 2007

Skills
Management, Customer Service, Retail Category..., Personal Training, Athlete Representation, Life Insurance, Personal Financial..., Team Building

Education
Emporia State University   2010 — 2011
Master's degree, Health and Physical Education/Fitness

University of Kansas   2002 — 2006
Bachelor of Education (B.Ed.), Sport and Fitness Administration/Management

Ron Tazhibi Ron Tazhibi San Francisco Bay Area Details
Ron Tazhibi's Edward Jones Experience August 2007 - May 2010
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments  November 2014 - Present
Merrill Lynch  September 2013 - 2014
Citi  June 2010 - September 2013
Edward Jones   August 2007 - May 2010
United Airlines  1989 - 2007
United Airlines  1988 - 2007

Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, 401k, Series 7, Retirement, Fixed Annuities, Estate Planning, Wealth Management, Investments, Series 63, Financial Advisory, Asset Managment, Financial Goals, High Net Worth..., Series 24, Asset Management, Finance, Financial Planning

Education
Embry-Riddle Aeronautical University   1984 — 1986
MBA, Aviation

Embry-Riddle Aeronautical University   1981 — 1984
Aircaft Engineering Technology

Victoria Beyrle Szubinski Victoria Beyrle Szubinski Chicago, Illinois Details
Victoria Beyrle Szubinski's Edward Jones Experience June 2003 - December 2006
Job Executive Assistant at Zocalo Group
Industry Marketing and Advertising
Experience
Zocalo Group  June 2011 - August 2014
GasPedal & SocialMedia.org   February 2010 - May 2011
Tamar Productions, Inc   September 2007 - February 2010
Martin E.Janis & Company   March 2007 - September 2007
Edward Jones   June 2003 - December 2006
Red Bull  August 2002 - September 2003

Skills
Executive Assistance, Event Planning, Calendar Mangement, Travel Arrangements, Human Relations, Google Apps, Microsoft Office, Salesforce.com, Quickbooks, Accounts Receivable, Accounts Payable, Fulfillment, Secretarial Skills, Calendars, QuickBooks, Order Fulfillment, Facebook, Management, Marketing Communications, People Skills, Social Media, Social Media Outreach, Social Media Marketing, Strategy

Education
Ferris State University
Public Relations

Kausta Spann Kausta Spann Greater St. Louis Area Details
Kausta Spann's Edward Jones Experience October 2006 - May 2008
Job Training and Development Consultant
Industry Human Resources
Experience
Ameren  September 2013 - Present
Charter Communications  April 2011 - April 2012
GE Energy  July 2009 - 2010
Edward Jones   October 2006 - May 2008
Jakada LLC   June 2002 - October 2006
Jakada   June 2002 - September 2006

Skills
Employee Training, Business Analysis, Training, Leadership, Human Resources, Project Management, Staff Development, Marketing, Curriculum Development, Public Relations, Management, Program Management, Performance Management, Strategy, Instructional Design, Software Documentation, Coaching, Leadership Development, Employee Relations, Organizational..., Sales, Marketing Strategy, Recruiting

Education
Lindenwood University   2012 — 2013
Master of Arts (M.A.), Business/Corporate Communications with an emphasis on Training and Development

Webster University   2007 — 2010
Master of Arts (M.A.), Human Resources Development

Fisk University   1998 — 2002
B.S., Business Administration

Elizabeth Schelble Elizabeth Schelble San Francisco Bay Area Details
Elizabeth Schelble's Edward Jones Experience April 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   April 2011 - Present
Bruni Glass   January 2011 - June 2011
Henry Wine Group  November 2010 - February 2011
Kittinger Furniture Company   January 2007 - November 2010
Midmark/Matrx   January 2001 - May 2007
Ob/Gyn  January 1998 - January 2001

Skills
Accounts Receivable, Customer Service, Inventory Management, Management, Marketing Strategy, Product Development, Sales Operations, Time Management, Sales Management, Sales, Marketing, Process Scheduler, Purchasing, Invoicing, Leadership, Medical Devices, Microsoft Office, Process Improvement, Strategic Planning, Team Building

Education
Erie Community College
AAS Degree

Len Fischman AAMS Len Fischman AAMS Georgetown, Texas Details
Len Fischman AAMS's Edward Jones Experience May 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2006 - Present
Dell Professional Services  November 2001 - May 2006
Dell  July 2000 - November 2001
US Air Force  May 1980 - July 2000

Skills
Series 7, Series 63, AAMS

Education
Embry-Riddle Aeronautical University   1986 — 1989
MS

University of Nebraska at Omaha   1976 — 1979
BS

Andrew Kastner Andrew Kastner Ann Arbor, Michigan Details
Andrew Kastner's Edward Jones Experience 2012 - 2012
Job Account Strategist at Google
Industry Internet
Experience
Google  2014 - Present
Monsanto Company  2013 - 2013
Edward Jones   2012 - 2012
Red Bull  2011 - 2011

Education
Emory University - Goizueta Business School   2010 — 2014
Bachelor of Business Administration (BBA), Finance; Strategy & Management Consulting; Global Health Management

St. Louis University High School   2006 — 2010

Cheryl Wootton Cheryl Wootton Green Bay, Wisconsin Area Details
Cheryl Wootton's Edward Jones Experience August 1994 - August 1995
Job Team Leader at SEEK Careers & Staffing
Industry Staffing and Recruiting
Experience
SEEK Careers/Staffing  May 2013 - Present
The Up North Lodge   June 2006 - May 2013
Cellular One  August 2001 - February 2006
GT's  June 1996 - August 2000
Northwestern savings bank & trust   October 1995 - August 1996
Edward Jones   August 1994 - August 1995
Comerica Bank  August 1990 - August 1994

Skills
Customer Service, Customer Satisfaction, Accounting, Goal Oriented, Customer-focused, Organization, Hands-on leader, Leadership, Management, Manage Inventory, Computer-savvy, Exceeding Expectations, Payroll, Event Planning, Human Resources, Restaurants, Restaurant Management, Sales Management, Menu Development, Labor Control, ServSafe, Serve Safe Certified, Hiring Employees, New Restaurant Openings, Labor Management, Food Service, Train Employees, Scheduling Management, Inventory Management, Inventory, Food Preparation, Organized Multi-tasker, People-oriented, Cashiering, Hiring, Food, Menu Costing, Highly detail oriented, Close Attention to..., Temporary Placement, Interviewing Skills, Interviews, Employee Relations, Solid computer skills, Recruiting, Staff Retention, Marketing, Data Entry, Telephone Skills, Hiring Practices

Education
Ferris State University   1996 — 1999
BS, Social Work

Northwestern Michigan College   1996 — 1997
Associates, Business Administration and Management, General

Oakland Community College   1989 — 1991
Associate of Arts (AA), Business/Commerce, General

Northwood University
Business Administration and Management, General

Linzy Yerke Linzy Yerke Cleveland, Ohio Details
Linzy Yerke's Edward Jones Experience May 2012 - August 2012
Job Credit Specialist at Talmer Bank and Trust
Industry Banking
Experience
Talmer Bank and Trust  July 2015 - Present
The Bank of Northern Michigan  January 2015 - May 2015
The Bank of Northern Michigan  May 2014 - January 2015
The Bank of Holland  July 2013 - May 2014
Ferris State University  August 2012 - May 2013
Big Rapids Public Schools  September 2011 - May 2013
Edward Jones   May 2012 - August 2012
F.Y.E.   March 2008 - January 2012
Ferris State University  August 2010 - May 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Customer Service, Teaching, English, Public Speaking, Teamwork, Leadership, Event Planning, Social Media, Fundraising, Research, Outlook, Windows, Higher Education, Time Management, Financial Analysis, Underwriting

Education
Ferris State University   2009 — 2013
Bachelor of Science (B.S.), Finance, Investment Concentration, 3.81

Byron Center High School

David Goebel David Goebel Naples, Florida Area Details
David Goebel's Edward Jones Experience July 2011 - November 2011
Job CoFounder of Naples Best Addresses and Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker  April 2014 - Present
Naples Best Addresses   March 2014 - Present
First Northern Credit Union  January 2012 - February 2014
Edward Jones   July 2011 - November 2011

Skills
Wealth Management, Financial Analysis, Securities, Loans, IRAs, Series 7, Microsoft Excel, Customer Service, Work Ethic, Banking, Mortgage Lending, Business Development, Dispute Resolution, Sales, Financial Reporting, Communication, New Business Development, Public Speaking, Microsoft Office, Training, Leadership

Education
Ferris State University   2005 — 2008
Bachelor's degree

Will Cottle, AAMS® Will Cottle, AAMS® Houston, Texas Area Details
Will Cottle, AAMS®'s Edward Jones Experience June 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2010 - Present
Morgan Stanley Smith Barney  2007 - 2010
Balcones Country Club  2003 - 2006

Skills
Series 7, Series 66, Registered Investment..., Retirement Planning, Uniform Combined State..., Estate Planning, 529 Plans, Fixed Annuities, Investments, Accident, Wealth Management..., Leadership, Financial Services, Strategic Financial..., Securities, Insurance, Finance, Mutual Funds, Financial Planning

Education
Florida Atlantic University
BBA, Cum Laude, Finance

Dan LaHaie Dan LaHaie Canton, Ohio Area Details
Dan LaHaie's Edward Jones Experience April 1998 - January 2005
Job Financial Advisor, NewMarket Financial Advisors
Industry Financial Services
Experience
NewMarket Financial Advisors   January 2005 - Present
Edward Jones   April 1998 - January 2005

Skills
Strategic Financial..., Retirement, Investments, Financial Advisory, Finance, Securities, Wealth Management, Retirement Planning, Investment Management, Asset Management, Insurance, Business Planning, Financial Analysis, Equities, Series 7, Portfolio Management

Education
Evangel University   1987 — 1991
BBA, Accounting, Business Management

Monica J Busch Monica J Busch Kingman, Arizona Details
Monica J Busch's Edward Jones Experience February 2000 - February 2004
Job Owner, Monica J BUSCH INVESTMENTS
Industry Financial Services
Experience
Monica J BUSCH INVESTMENTS   March 2004 - Present
Edward Jones   February 2000 - February 2004
JPMorgan Chase  1989 - January 2000

Skills
Spicializing In..., 401(k) Rollovers, Retirement Planning, General Securities..., Personal Financial..., 529 Plans, Mutual Funds, Fixed Annuities, Indexed Annuities, Portfolio Reviews, Investments, Securities, Strategic Planning, Financial Planning, Customer Service, Sales, Microsoft Office, Finance, Public Speaking, Insurance

Education
Erie Community College   1972 — 1974
Police Science, Police Science/Law Enforcement

Bishop Mc Mahon High School   1971 — 1972

John Paugh, CFA John Paugh, CFA Charlotte, North Carolina Details
John Paugh, CFA's Edward Jones Experience 2003 - 2004
Job Lead Consultant at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP  2015 - Present
Bank of America  2013 - 2015
Wells Fargo Advisors Financial Network  2004 - 2012
Edward Jones   2003 - 2004
Wachovia Securities Inc  1999 - 2002
Transamerica Life Companies  1999 - 1999
Franklin Templeton  1996 - 1999

Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Securities, Financial Analysis, Bonds, Asset Management, Financial Risk, Data Analysis, Microsoft Excel, Asset Allocation, Finance, Microsoft Office, Alternative Investments, Equities, Financial Advisory, Series 7, Investment Strategies, Access, Investment Management, Personal Financial..., Wealth Management..., Trading, Financial Services, Capital Markets, Separately Managed..., Retirement Planning, Client Facing Skills, Fund Accounting, Morningstar, Zephyr Style Advisor, Vlookup, Options, Bloomberg Terminal, Data Mining, Microsoft Word, SmartStation, Windows, Derivatives, Fixed Annuities, Adobe, BondDesk, Financeware, Futures, MBA, SQL, Chartered Financial..., Hedge Funds

Education
Florida Atlantic University
Master of Business Administration, Finance

Florida Atlantic University
Bachelor of Science, Finance with Accounting emphasis

William Hirschfeld William Hirschfeld Greater New York City Area Details
William Hirschfeld's Edward Jones Experience May 2009 - August 2009
Job Broker at True North Chartering
Industry Oil & Energy
Experience
True North Chartering  June 2010 - Present
UBS  January 2010 - May 2010
Edward Jones   May 2009 - August 2009

Education
Fairfield University   2006 — 2010
BA, Economics

Dave Bonkowski Dave Bonkowski Saginaw, Michigan Area Details
Dave Bonkowski's Edward Jones Experience Financial AdvisorEdward JonesMay 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   Financial AdvisorEdward JonesMay 2002 - Present

Education
Ferris State University   1987 — 1992
Bachelors, Engineering

Erik Jorgensen Erik Jorgensen Jupiter, Florida Details
Erik Jorgensen's Edward Jones Experience September 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2014 - Present
Addison Reserve Country Club  October 2012 - August 2014
BallenIsles Country Club  2003 - 2012
Royal Palm Yacht and CC   1997 - 2003

Education
Florida Gateway College   1994 — 1997
Golf course operations, Golf Course Operation and Grounds Management

Palm Beach State College
Business Administration and Management, General

Zachary Addy Zachary Addy Washington, District Of Columbia Details
Zachary Addy's Edward Jones Experience June 2011 - August 2011
Job Corporate Banking Development Program Analyst at PNC Bank, N.A.
Industry Banking
Experience
PNC Financial Services  February 2013 - Present
Edward Jones   June 2011 - August 2011
Youth About Business  June 2010 - August 2010

Skills
Financial Analysis, Nonprofits, Public Speaking, Time Management, Public Relations, Finance, Customer Service

Education
Florida Agricultural and Mechanical University - Sybil C. Mobley School of Business & Industry   2008 — 2012
Bachelor of Science (BS), Business Administration Concentration: Finance

Richmond, The American International University in London   2011 — 2011
Finance

Phillip Douglas Bates Phillip Douglas Bates Poplar Branch, North Carolina Details
Phillip Douglas Bates's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2014 - Present
Lockheed Martin  December 2012 - November 2014
Morgan Franklin Corporation  March 2011 - December 2012
Currituck County Sheriff's Department   May 2005 - February 2011
US Army  February 2010 - January 2011
North Carolina State University  June 2004 - May 2005
Western Carolina University  August 2000 - May 2004
US Army  January 2002 - February 2003
US Army  October 2001 - December 2002
Currituck County Sheriff's Office   January 1999 - August 2000

Skills
National Security, Intelligence Analysis, Intelligence, Counterterrorism, DoD, HUMINT, SIGINT, Military, Homeland Security, Security Clearance, Government, Force Protection, Supervisory Skills, Defense, Security, Information Assurance, Intelligence Community, Enforcement, Criminal Investigations, Tactics, Special Operations, Top Secret, Security Management, Counterinsurgency, Counterintelligence, Afghanistan, Weapons, Military Training, Organizational..., Security+, Reconnaissance, Government Contracting, Security Operations, Physical Security, Operational Planning, Air Force, Military Experience, Exercises, Crisis Management

Education
Fayetteville State University   2014 — 2016
Current Student, MBA

Excelsior College   2005 — 2007
Bachelor of Science (B.S.), Liberal Studies Concentrations: Criminal Justice & Korean Studies, GPA: 3.58

Ashley Sheridan Ashley Sheridan Daytona Beach, Florida Details
Ashley Sheridan's Edward Jones Experience April 2010 - July 2012
Job Wealth Advisor at Sheridan Advisors, LLC
Industry Financial Services
Experience
Sheridan Advisors, LLC   September 2014 - Present
First Coast Wealth Advisors   March 2013 - August 2014
North Georgia Wealth Management Group   August 2012 - March 2013
Edward Jones   April 2010 - July 2012

Skills
Wealth Management, Estate Planning, Charitable Gift Planning, Succession Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Securities, Series 7, Series 66, Tax Planning, Business Planning

Education
The University of Georgia   2013 — 2014
CERTIFIED FINANCIAL PLANNER™ Designation

Flagler College   2008 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General

University of Florida

James Lichtenberger James Lichtenberger Oklahoma City, Oklahoma Area Details
James Lichtenberger's Edward Jones Experience March 2009 - November 2009
Job Essential Families LLC
Industry Health, Wellness and Fitness
Experience
Young Living Essential Oils Independent Distributor  February 2012 - Present
PAE Government Services, Inc.   January 2014 - October 2014
Oakwood Christian Church   February 2011 - December 2013
USAA  January 2010 - February 2011
Edward Jones   March 2009 - November 2009
Cedar Ridge Christian Church   August 2004 - February 2009
Gardner-Edgerton Public Schools   June 2002 - June 2004
Personnel By PROSTAFF   February 1998 - December 2000
DST Systems  February 1996 - February 1998

Skills
Series 7, Investments, Leadership, Retirement, Management, Retirement Planning, Project Planning, Small Business, Sales, Marketing, Coaching, Training, Team Building, Community Outreach, Recruiting, Public Speaking, Access, Microsoft Excel, Event Planning, Budgets, Social Networking, Team Leadership, Insurance, PowerPoint, Customer Service, Social Media, Analysis, Preaching, Microsoft Office, Networking, Executive Management, Cold Calling, Volunteer Management, Teaching, Fundraising, Nonprofits, Event Management, Strategic Planning, Entrepreneurship, System Administration, Data Analysis, Critical Thinking, Public Relations, Facebook, Discipleship, Social Media Marketing, Pastoral Care, Theology, Leadership Development, Program Management

Education
Emporia State University   2001 — 2002
Secondary Education, Business & Computers

Oklahoma State University   1989 — 1995
Bachelor of Science, Business Administration Management

Suzanne Racine Suzanne Racine London, Canada Area Details
Suzanne Racine's Edward Jones Experience February 2006 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2006 - Present
RBC  March 2002 - March 2004
TD  January 1990 - June 2000

Skills
Portfolio Management, Financial Services, Finance, Certified Financial..., Critical Illness, Customer Service, Income Protection, Personal Finance, Financial Planners, Wealth Management..., Financial Planning, Financial Advisory, Retirement Savings, Wealth, Investments

Education
Fanshawe College   1989 — 1992
Finance

Strathroy District Collegiate   1984 — 1989

Our Lady of Lourdes Delaware Ontario   1975 — 1983

Christina Burck Christina Burck Austin, Texas Details
Christina Burck's Edward Jones Experience June 2012 - August 2012
Job Student at The University of Texas at Austin
Industry
Experience
J.P. Morgan   June 2014 - August 2014
Employees Retirement System of Texas  June 2013 - August 2013
Edward Jones   June 2012 - August 2012

Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, FactSet

Education
The University of Texas at Austin   2011 — 2015

ESCP Europe

John David Harris John David Harris Grapevine, Texas Details
John David Harris's Edward Jones Experience 2009 - 2010
Job Business Development Specialist & Practice Transitions Consultant at Henry Schein
Industry Medical Devices
Experience
Henry Schein  September 2012 - Present
Henry Schein  August 2010 - September 2012
Edward Jones   2009 - 2010
Emporia State University  2007 - 2009
University of Alabama at Birmingham  2006 - 2007

Skills
Sales Execution, Goal Oriented, Leadership, Professional Mentoring, Success Driven, Closing Deals, New Business Development, Cold Calling, Sales, Deal Closure, Management, Business Development, Account Management, Analysis, Customer Service, Direct Sales, Sales Operations, Sales Presentations, Sales Process, Selling, Sales Management, Team Building

Education
Wichita State University   2004 — 2006
Master of Education (M.Ed.), Sports Administration

Emporia State University   1998 — 2003
Bachelor of Science (BSc), Education

Elizabeth Scheuermann Elizabeth Scheuermann Locust Grove, Virginia Details
Elizabeth Scheuermann's Edward Jones Experience January 1995 - January 1998
Job SelfEmployed at Home Based Office
Industry Higher Education
Experience
Home Based Office  February 2004 - Present
Wilkommen   January 1994 - December 2012
Lake of The Woods   June 2011 - June 2012
Flower Basket   February 2004 - August 2005
Edward Jones   January 1995 - January 1998
Evonik Degussa  October 1985 - January 1994
Pella Corporation  January 1982 - January 1985
R.A. Moore Co., Inc.   January 1981 - January 1982

Skills
Mutual Funds, Investments, Securities, Strategic Financial..., Fixed Annuities, Retirement, 401k, Portfolio Management, Microsoft Office, Certified Notary Public, Interior Design, Operations Management, Organization &..., Event Planning

Education
Germana College, Massaponax Campus   2007 — 2007
Interior Design

Ramapo College of NJ   1992 — 1993
Associate's degree, Business Administration and Management, General

Evonik (formerly Degussa Corporation)   1990 — 1990
German Studies

Farmingdale State University of New York   1960 — 1960
Accounting and Business/Management

Virginia Bray Virginia Bray Nashville, Tennessee Details
Virginia Bray's Edward Jones Experience November 2013 - February 2014
Job at
Industry Banking
Experience
The Bank of Nashville a Division of Synovus   May 2012 - Present
Edward Jones   November 2013 - February 2014
U.S. Bank   November 2010 - May 2012
St. Mary's Medical Center   April 2010 - November 2010
Villas at Emporia   January 2009 - May 2009

Education
Emporia State University   2006 — 2009
Bachelor of Science; B.S, Business Administration; International Business

Centennial High School   2002 — 2006
General

Jim Auten Jim Auten Green Bay, Wisconsin Area Details
Jim Auten's Edward Jones Experience 2000 - 2004
Job Overnight Back End Lead at Cabela's
Industry Management Consulting
Experience
Cabela's  February 2015 - Present
Bonded Transportation Solutions   September 2012 - February 2015
Auten's Eatery   October 2012 - August 2014
Perfect Patterns, Inc   January 2012 - October 2012
WMEP (Wisconsin Manufacturing Extension Partnership)   August 2010 - June 2011
The ROM Group   December 2006 - March 2010
Macco Financial Group   December 2005 - December 2006
Ace Manufacturing Inc   November 2004 - December 2005
Citizen's Bank  May 2004 - November 2004
Edward Jones   2000 - 2004

Skills
Teaching, Coaching, Manufacturing, Purchasing, Classroom Instruction, Microsoft Office, Business Operations, Team Leadership, Management, Leadership, Marketing Strategy, Sales Management, Leadership Development, Small Business, Strategic Planning, Market Research, Start-ups, Business Planning, B2B, Entrepreneurship, New Business Development, Budgets, Team Building, Sales, Marketing, Business Development, Online Marketing, Project Planning, Social Networking, Social Media Marketing, Advertising, Strategy, Lead Generation, Fundraising, Training, Email Marketing, Event Management, Social Media, Business Strategy, Marketing Communications, Public Relations, Online Advertising, Strategic Partnerships, Event Planning, Account Management, Direct Marketing, Product Development, Public Speaking, E-commerce, SEO

Education
Evangel College   1978 — 1984
BS, Education

Evangel College   1978 — 1984
Bachelor of Science (B.S.), Secondary Education and Teaching

Rob Wells, CFP® Rob Wells, CFP® Greater Grand Rapids, Michigan Area Details
Rob Wells, CFP®'s Edward Jones Experience 2006 - 2007
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co.   January 2012 - Present
VantagePointe Financial Group  July 2009 - December 2011
AXA Advisors  January 2007 - June 2009
Edward Jones   2006 - 2007
Oak Express  2002 - 2005

Education
Evangel College   1997 — 2002
BBA, Management/Biblical Studies

Patricia O'Brien, CFP Patricia O'Brien, CFP Melbourne, Florida Area Details
Patricia O'Brien, CFP's Edward Jones Experience January 1999 - January 2000
Job I help clients get the best life with the money they have.
Industry Financial Services
Experience
O'Brien Wealth Management, LLC   January 2010 - Present
Lincoln Financial Securities, Corp   March 2009 - Present
MetLife Securities  March 2008 - April 2010
Allstate Financial Services  January 2000 - January 2008
Edward Jones   January 1999 - January 2000
First Union  January 1994 - January 1999
First Union National   January 1987 - January 1999
First Union Bank  January 1987 - January 1999

Skills
Asset Allocation, Financial Planning, Succession Planning, Retirement, Retirement Planning, Long Term Care, Wealth Management, Investments, Investment Advisory, Retirement Income..., Estate Planning, 401k, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Insurance Planning, Annuities, Charitable Giving..., IRA's, Defined Benefit, Financial Advice, Saving for Education, Strategic Financial..., Financial Advisory, IRAs, Fixed Annuities, Long-term Care, Financial Services, Small Business, Health Insurance, Insurance, Life Insurance, Finance, Mortgage Lending, Securities, Series 7, Mutual Funds, 401k Rollovers, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Disability Insurance, Risk Management, FINRA, Critical Illness, Loans, Roth IRA, Financial Planners

Education
Florida Institute of Technology   1996 — 1998
Certificate, Financial Planning

Florida Institute of Technology   1996 — 1997
Financial Planning

Adam Moscaritolo Adam Moscaritolo Miami/Fort Lauderdale Area Details
Adam Moscaritolo's Edward Jones Experience April 2009 - February 2010
Job Trade Support and Analytics
Industry Investment Management
Experience
Franklin Templeton Investments  October 2011 - Present
Franklin Templeton Investments  March 2010 - October 2011
Edward Jones   April 2009 - February 2010
Minor League Baseball  June 2004 - April 2007

Skills
Bloomberg, Equities, Asset Management, Credit, Securities Lending, Foreign Exchange, Microsoft Excel, Pricing, Mutual Funds, Investments, Portfolio Management, Bonds

Education
Florida Atlantic University   2007 — 2009
M.B.A., Finance

Florida Atlantic University   2000 — 2006
B.B.A., Finance

Cardinal Gibbons High School
High School Diploma

Julia St. Germain Julia St. Germain Fairfield, Connecticut Details
Julia St. Germain's Edward Jones Experience June 2015 - August 2015
Job Dean's List and Involved Sophomore Seeking Internships
Industry Accounting
Experience
Edward Jones   June 2015 - August 2015

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Interpersonal Skills, Efficent, Accounting, Customer Service, Teamwork, Time Management

Education
Fairfield University   2014 — 2018
Bachelor of Science (B.S.), Accounting and International Business, Sophomore

Angel Curbelo Angel Curbelo Tallahassee, Florida Details
Angel Curbelo's Edward Jones Experience June 2015 - August 2015
Job Student at Florida Agricultural and Mechanical University
Industry Financial Services
Experience
Edward Jones   June 2015 - August 2015

Education
Florida Agricultural and Mechanical University   2012 — 2016

Florida Agricultural and Mechanical University
Finance, General

Cash Freeman Cash Freeman Fort Collins, Colorado Area Details
Cash Freeman's Edward Jones Experience August 2014 - January 2015
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  February 2015 - Present
Edward Jones   August 2014 - January 2015
US Army  November 1990 - December 2011

Education
University of Wyoming College of Law   2011 — 2013
Juris Doctor, Law

College of Financial Planning   2015 — 2018
Certified Financial Planner, Financial Planning and Services

Leadership Program of the Rockies, Class of 2015   2014 — 2015
Economics, Politics, Law, Public Speaking & Persuasion, National Security

Leadership Northern Colorado, Class of 2015   2014 — 2015

Leadership Wyoming, Class of 2014   2013 — 2014

Troy University   2003 — 2004
Master of Science (M.S.), International Relations (National Security Concentration)

Fayetteville State University   2001 — 2003
Bachelor of Arts (B.A.), History

Antonio J. Mackey, J.D. Antonio J. Mackey, J.D. Orlando, Florida Area Details
Antonio J. Mackey, J.D.'s Edward Jones Experience February 2007 - November 2007
Job Assistant Vice President; Financial Solutions Advisor
Industry Investment Banking
Experience
Merrill Edge  April 2015 - Present
SunTrust Investment Services, Inc.   December 2007 - April 2015
Edward Jones   February 2007 - November 2007

Skills
Customer Service, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Accounting, Insurance, Finance, New Business Development, Risk Management, Financial Analysis, Analysis, Investments, Strategic Financial..., Strategic Planning, Employee Benefits, Financial Planning, Forecasting, Policy, Portfolio Management

Education
Florida Agricultural and Mechanical University, College of Law   2010 — 2014
Juris Doctor

Florida Agricultural and Mechanical University   2003 — 2006
Bachelor of Arts, Political Science

Jessica Jenkins MBA Jessica Jenkins MBA Tampa, Florida Details
Jessica Jenkins MBA's Edward Jones Experience June 2010 - August 2010
Job Nielsen Global Quality Process Optimization
Industry Market Research
Experience
Nielsen  January 2015 - Present
Nielsen  August 2014 - January 2015
Nielsen  February 2014 - August 2014
Nielsen  August 2013 - January 2014
Nielsen  February 2013 - July 2013
Nielsen  July 2012 - February 2013
Florida A&M University  September 2010 - February 2012
The Walt Disney Company  May 2011 - August 2011
Edward Jones   June 2010 - August 2010
Four Seasons Environmental, Inc.   May 2009 - August 2009

Skills
Change Management, Operations Management, User Acceptance Testing, Microsoft Office, Business Process..., Business Process..., Strategic Sourcing, Market Research, Global Research, Project Management, Visio, Process Improvement, Public Speaking, Human Resources, Research, Community Outreach, Community Service, Team Building, Team Management, Employee Engagement, SharePoint, Data Analysis, Cross-functional Team..., Customer Service, Microsoft Excel, Analysis, Training, Leadership, Management, Six Sigma

Education
Florida Agricultural and Mechanical University   2006 — 2011
MBA, Business Administration, Supply Chain and Logistics

Shanterrica Shipman Shanterrica Shipman Saint Louis, Missouri Details
Shanterrica Shipman's Edward Jones Experience June 2015 - August 2015
Job Financial Advisor Talent Acquisition Support at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2015 - August 2015
Regions Financial Corporation  June 2014 - August 2014
Regions Financial Corporation  June 2013 - August 2013
U.S. House of Representatives   July 2012 - August 2012
First National Bank  August 2011 - August 2011

Skills
Banking, Microsoft Word, Microsoft Excel, Microsoft Office, Local Government, Federal Government, Grant Preparation, Grant Coordination, Federal Grant Management, Finance, Personal Finance, Accounting, Payroll Taxes, Tax Preparation, State Government, Economics, PowerPoint, Consumer Banking, Business Banking, Human Resources, Loan Servicing, Loans, ACAPS, Recruiting, Financial Services, Talent Acquisition, Extending Offers, Screening Resumes, Resume Writing, Drug Testing, Trust Services, Customer Service, Leadership, Time Management, Public Speaking, Event Planning, Access

Education
Tuskegee University   2012 — 2016
Bachelor of Science (B.S.), Business Administration

Troy University   2012 — 2012
General Studies

Enterprise State Community College   2010 — 2012
Associate of Science, Business Administration

Pike County High School   2008 — 2012
Advance Diploma

Shelly Donald Shelly Donald Las Vegas, Nevada Area Details
Shelly Donald's Edward Jones Experience 2001 - 2004
Job
Industry Government Administration
Experience
State of Nevada Private Investigator's Licensing Board   June 2011 - Present
Janalent  March 2010 - February 2011
Image 2000, Inc.   March 2009 - October 2009
Howell Builders Construction, Inc.   March 2008 - January 2009
Slade Development   April 2007 - January 2008
Communication Resources Northwest   2004 - 2006
Edward Jones   2001 - 2004
Quality Food Centers  July 1987 - December 2000

Skills
Proposal Writing, Strategic Planning, SharePoint, Account Management, Calendaring, Office Management, Executive Support, Adobe Acrobat, Organizational Structure, Microsoft Office, Salesforce.com, Public Speaking, Ceridian, Customer Service, Office Administration

Education
Everett Community College   1999 — 2001
Associates, Business Administration

Foster High School

Tanner Bauer Tanner Bauer Dallas, Texas Details
Tanner Bauer's Edward Jones Experience August 2012 - October 2013
Job Client Relationship Manager at Hospira
Industry Medical Devices
Experience
Hospira  June 2015 - Present
FUKUDA DENSHI USA Inc  September 2013 - June 2015
Sling Medical   September 2013 - June 2015
Edward Jones   August 2012 - October 2013

Skills
Customer Service, Sales, Retirement Planning, Series 7, Financial Advisory, Marketing, Asset Allocation, Fixed Annuities, Retirement, Series 63, Mutual Funds, 401k, Investments, Wealth Management, Uniform Combined State..., Investment Advisory, Finance, Leadership, Research, Team Leadership, Cold Calling, Sales Process, Team Building, Medical Devices, Healthcare Consulting, Series 66, Financial Analysis, Money, Wealth Accumulation, Small Business, Financial Goals, Asset Management, Asset, Portfolio Management, Personal Finance, Strategic Planning, Social Networking, Direct Sales, Time Management, Public Speaking, Sales Operations, Teamwork, Microsoft Office, Sales Management, Management

Education
Emporia State University   2008 — 2012
Bachelor of Fine Arts (BFA), Communication

Mellinger, Jim Mellinger, Jim Traverse City, Michigan Details
Mellinger, Jim's Edward Jones Experience December 1992 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 1992 - Present
Edward Jones   October 1992 - Present

Skills
Series 7, IRAs, Retirement Planning, Mutual Funds, Investment Advisory, 401k Rollovers, Wealth Management, Investments, Asset Allocation, Investment Strategies, Series 63, Portfolio Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Estate Planning, Securities, 401k

Education
Lansing Community College   1976 — 1978
Hospitality Mgt Associate degree

Ferris State University   1974 — 1976

Joaquin Prandi Joaquin Prandi Greater New York City Area Details
Joaquin Prandi's Edward Jones Experience June 2009 - November 2009
Job Relationship Manager at Investec Asset Management
Industry Financial Services
Experience
Investec Asset Management  April 2015 - Present
Investec Asset Management  November 2009 - April 2015
Edward Jones   June 2009 - November 2009
Skandia Global Funds  January 2008 - December 2008
Fairfield University  2006 - 2008
Skandia Global Funds  May 2007 - December 2007

Skills
Microsoft Office, Morningstar, Salesforce.com, Alternative Investments, Asset Allocation, Financial Services, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Management, Marketing Strategy, New Business Development, Portfolio Management, Wealth Management, Asset Management, Investment Management, Series 7, Bloomberg

Education
Fairfield University   2004 — 2008
Bachelor of Science, Business Marketing

Mahopac High School   2002 — 2004

St. Hilda's College   1990 — 2001

PRISCILLA FRANCIS PRISCILLA FRANCIS Houston, Texas Area Details
PRISCILLA FRANCIS's Edward Jones Experience April 2007 - December 2009
Job Medical Case Manager at St. Hope Foudation
Industry Medical Practice
Experience
St. Hope Foudation   December 2013 - Present
Texas Department of Family and Protective Services  February 2010 - December 2013
Edward Jones   April 2007 - December 2009

Skills
Nonprofits, Community Outreach, Treatment, Psychotherapy, Social Services, Program Development, Case Management

Education
University of Houston   2010 — 2013
Master of Social Work (M.S.W.), Social Work

Florida Agricultural and Mechanical University   2003 — 2007
Bachelor of Criminal Justice, Criminal Justice/Police Science

Carissa Gibson Carissa Gibson Santa Rosa, California Details
Carissa Gibson's Edward Jones Experience 2006 - 2010
Job Operations Manager at Scarbrough Financial Group
Industry Investment Management
Experience
Scarbrough Financial Group   Branch Office AdministratorEdward Jones2006 - 2010
Edward Jones   2006 - 2010

Skills
Account Administration, Data integrity, Trading, Client Relationship..., Registered Paraplanner, Financial Plan..., Cashiering, Client Relations, Account Transfers, 401k Rollovers, Implement Model Changes..., Corporate Filing

Education
Empire College School of Business
Business Administration, Paralegal Studies

Jennifer Jimbere B.A., CMP, CPC, HRM Jennifer Jimbere B.A., CMP, CPC, HRM Toronto, Canada Area Details
Jennifer Jimbere B.A., CMP, CPC, HRM's Edward Jones Experience July 2011 - June 2015
Job President Jimbere Coaching & Consulting ♦ Coach ♦ Consultant ♦ Workshop Facilitator
Industry Professional Training & Coaching
Experience
Jimbere Coaching & Consulting   February 2011 - Present
Edward Jones   July 2011 - June 2015
Allstate Insurance Company of Canada  May 2010 - July 2011
BMO Bank of Montreal  February 2006 - May 2010
CitiFinancial  November 1999 - July 2003

Skills
Coaching, Training, Leadership Development, Change Management, Team Leadership, Team Building, Organizational..., Executive Coaching, Public Speaking, Workshop Facilitation, Leadership, Performance Management, Customer Service, Management, Sales, Marketing, Strategic Planning, Positive Psychology

Education
Tidal Shift   2015 — 2015
CMP, Organizational Leadership

University of California, Berkeley   2015 — 2015
Course: The Science of Happiness, Psychology

University of North Carolina at Chapel Hill   2015 — 2015
Positive Psychology Verified Certificate, Industrial and Organizational Psychology, 96.8%

Forton International Coach Federation   2014 — 2015
Executive Leadership Coaching Program, Professional Coaching

Corporate Coach U   2013 — 2013
CCLP, Professional Coaching

Extended DISC North America, Inc.   2013 — 2013
Extended DISC Trainer Certified, Organizational Behavior Studies

Fowler Wainwright International Institute of Coaching   2011 — 2011
CPC, Coaching

Fanshawe College   2006 — 2010
Human Resource Management Certificate, Human Resources

University of Windsor   1995 — 1999
B.A., Sociology

Canadian Securities Course
BCO, IFIC, Banking

Micheal Kerr Micheal Kerr Saint Charles, Missouri Details
Micheal Kerr's Edward Jones Experience February 2003 - Present
Job
Industry Information Technology and Services
Experience
Edward Jones   February 2003 - Present
Hewlett-Packard  March 1999 - July 2002
Boeing  1996 - 1999

Skills
Customer Service, Disaster Recovery, Microsoft Office, Leadership, Windows, Process Improvement, SQL, Research, Strategic Planning, Outlook, HTML, Troubleshooting, Integration

Education
Embry-Riddle Aeronautical University
Bachelor of Science in Professional Aeronautics, Aerospace Electrical and Mechanical Engineering

Community College of the Air Force
Associates of Applied Science, Information Systems Management

Bernice Campbell Bernice Campbell Tallahassee, Florida Details
Bernice Campbell's Edward Jones Experience June 2015 - August 2015
Job Student at Florida Agricultural and Mechanical University
Industry Accounting
Experience
Edward Jones   June 2015 - August 2015
Lockheed Martin  May 2014 - August 2014
Citi  June 2011 - August 2011

Skills
Mathematics, Creativity, Credibility, Critical Thinking, Business, Teamwork, Time Management, Access, People Skills, Leadership, Microsoft Word, Finance, Goal Oriented, Spreadsheets, Data Entry, Analytical Skills, QuickBooks, Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Accounting, Social Media, PowerPoint

Education
Florida Agricultural and Mechanical University   2012 — 2016

Charlotte Siddiqui Charlotte Siddiqui Greater New York City Area Details
Charlotte Siddiqui's Edward Jones Experience October 2002 - December 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  February 2012 - Present
Fidelity Investments  June 2011 - February 2012
Fidelity Investments  December 2010 - June 2011
BNY Mellon  November 2006 - January 2009
Edward Jones   October 2002 - December 2004
Finex Communications   July 1998 - August 1999
Conde Nast  October 1997 - March 1998
Time Inc.  September 1995 - September 1997
Elsevier Science  February 1994 - September 1995
Conard House, Inc.   September 1992 - September 1993

Skills
Marketing Strategy, Management, Wealth Management, Investments, Series 7, New Business Development, Training, Asset Allocation, Marketing, Financial Services, Series 63, Portfolio Management, Program Management, Asset Management, Leadership, Business Strategy, Estate Planning

Education
Middlebury College   1985 — 1989
BA, Political Science, Creative Writing

Fairfield University

New Canaan High School

David Moscardelli, AAMS® David Moscardelli, AAMS® Mount Pleasant, Michigan Details
David Moscardelli, AAMS®'s Edward Jones Experience June 2002 - February 2007
Job Financial Advisor Isabella Bank
Industry Financial Services
Experience
Isabella Bank Investment & Trust Services   2007 - Present
Edward Jones   June 2002 - February 2007
Central Michigan University  April 1995 - June 2002

Skills
Income, Investment Strategies, Wealth Management, Insurance, Strategic Financial..., Investments, Portfolio Management, Budgets, Finance, Leadership, Retirement, Financial Advisory, Retirement Planning, Risk Management, Loans, Cash Management, Mortgage Lending, Investment Management, Securities, Financial Planning, Customer Service

Education
Ferris State University   1986 — 1991
BS, Marketing '90 / BS Sales '91

Dearborn High School   1983 — 1986

Troy D.C. Thompson Troy D.C. Thompson Indianapolis, Indiana Details
Troy D.C. Thompson's Edward Jones Experience June 2014 - August 2014
Job IT Analyst at Eli Lilly and Company
Industry Information Technology and Services
Experience
Eli Lilly and Company  June 2015 - Present
CTI Real Estate  July 2009 - Present
Florida A&M University Quality Enhancement Plan   February 2013 - May 2015
Edward Jones   June 2014 - August 2014
Green Media Designers   January 2012 - December 2013
Florida Power & Light  June 2013 - August 2013
SimVentions  May 2012 - August 2012
Marstel Day, LLC  July 2011 - April 2012

Skills
Social Media, Web Design, Facebook, Online Marketing, Social Media Marketing, Online Advertising, Microsoft Office, Leadership, Event Planning, Public Speaking, Microsoft Excel, Human Resources, Database Design, Project Management, Recruiting, Entrepreneurship, Management, Team Leadership, Accounting, Business Development, Digital Media, Sales, Email Marketing, Analysis, Marketing, Graphic Design, Social Networking, Strategic Planning, Public Relations, Advertising, Research, Negotiation, Fundraising, Marketing Communications, Community Outreach, Marketing Strategy, Event Management, Blogging, Market Research, Nonprofits, Photography

Education
Florida A&M University   2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus

Massaponax High School   2007 — 2011
High School, Alumnus

Blake Bell, MBA Blake Bell, MBA Tallahassee, Florida Details
Blake Bell, MBA's Edward Jones Experience May 2013 - August 2013
Job Financial Analyst at Chevron
Industry Accounting
Experience
Chevron  September 2015 - Present
Florida Auditor General  May 2014 - August 2015
Ingram Accounting & Consulting   June 2011 - May 2014
Edward Jones   May 2013 - August 2013

Skills
Microsoft Excel, UltraTax, QuickBooks, Sports, Strategic Financial..., Analysis

Education
Florida Agricultural and Mechanical University   2014 — 2015
Master of Business Administration (M.B.A.), Accounting

Florida Agricultural and Mechanical University   2010 — 2013
Bachelor of Science (B.S.), Accounting

Shreya Nidadavolu Shreya Nidadavolu Greater New York City Area Details
Shreya Nidadavolu's Edward Jones Experience July 2012 - May 2015
Job Recruiting Program Specialist at Gartner
Industry Human Resources
Experience
Gartner  May 2015 - Present
Willard Powell   January 2015 - May 2015
Fairfield University  September 2014 - May 2015
Edward Jones   July 2012 - May 2015
Fairfield University  September 2013 - May 2014
Ursinus College  January 2012 - May 2013
Ursinus College  January 2012 - May 2013
Teavana  June 2011 - August 2011
Yale University  June 2010 - August 2011

Skills
SPSS, Microsoft Office 2007, Excel, Word, PowerPoint, Highly Adaptable, High Availability, High Quality of Work, Creative Problem Solving, Quick Learner, Strong Communication..., Conflict Management, Customer Experience, Communication Skills, Microsoft Excel, Microsoft Word, Adaptation, Customer Service, Management, Critical Thinking, Data Analysis, Leadership, Research, Microsoft Office, Public Speaking, Communication, Time Management, Recruiting

Education
Fairfield University   2013 — 2015
Master's Degree, Industrial and Organizational Psychology

Ursinus College   2009 — 2013
Bachelor of Science (BS), Psychology

Stacee Collins Stacee Collins Duluth, Georgia Details
Stacee Collins's Edward Jones Experience May 2007 - July 2007
Job Project Manager at Macy's
Industry Information Technology and Services
Experience
Macy's  June 2014 - Present
Macy's  January 2011 - May 2014
Macy's  January 2008 - December 2010
Edward Jones   May 2007 - July 2007

Skills
Java, SQL DB2, Microsoft Word, Microsoft Excel, MS Project, Testing, Technical Leadership, Microsoft Project, Visio, SQL, HTML, Databases, Program Management, Project Management, SDLC, SharePoint, Software Development, Software Documentation, Agile Methodologies

Education
Florida Agricultural and Mechanical University   2002 — 2007
Bachelor of Science (BS), Computer and Information Sciences, General

Sandra Winchell Sandra Winchell Greater Grand Rapids, Michigan Area Details
Sandra Winchell's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator for Edward Jones Investments
Industry Events Services
Experience
Edward Jones   July 2014 - Present
Menards  December 2013 - Present
AutoZone  September 2011 - November 2013
Ferris State University  July 2007 - December 2011
Macy's  September 2006 - December 2006

Skills
Typing, Internet, Internet Research, Online Research, Microsoft Office, Computer Hardware, Community Relations, Fundraising, Sponsorship, Public Speaking, Special Events, Project Coordination, Event Management, Data Entry, Project Management, Sales, Microsoft Word, Social Media, Customer Service, Community Development, Microsoft Excel, Time Management, PowerPoint, Outlook, Windows 7, Telephone Skills, General Office Skills, Facebook, Access, System Administration, Communication Training, Teamwork, Event Planning, Customer Satisfaction, Inventory Management, Retail, Invoicing, People Skills, Payroll, Human Resources, Community Outreach, Training, Management, Leadership

Education
Ferris State University   2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Ferris State University   2005 — 2011
Associates of Applied Science; Bachelor of Science, General Business; Business Administration

Adam J. Bos Adam J. Bos Howell, Michigan Details
Adam J. Bos's Edward Jones Experience October 2006 - April 2011
Job Owner, Bos Wealth Management
Industry Financial Services
Experience
Bos Wealth Management   April 2011 - Present
Sigma Financial Corporation  July 2013 - Present
Edward Jones   October 2006 - April 2011

Skills
Financial Advisory, Retirement, Fixed Annuities, Wealth Management, Retirement Planning, 401k Rollovers, IRAs, Long Term Care Insurance, Investment Advisory, Variable Annuities, Mutual Funds, Social Security, Holistic Financial..., Wealth Preservation..., Income, Fixed Income, Risk Management, Tax-advantaged..., Life Insurance, Rollovers, Money, Money Market, Certificates of Deposit, US Treasuries, Bonds, Roth IRA, Self Directed IRA, SEP IRA, Traditional IRA

Education
Ferris State University   1996 — 1999
Bachelor of Science (B.S.), Mathematics Teacher Education

Grand Rapids Community College   1994 — 1996
Associate of Science (A.S.), General Studies

Gregory Aberbach Gregory Aberbach Greater New York City Area Details
Gregory Aberbach's Edward Jones Experience February 2010 - November 2010
Job Account Executive II at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class  April 2012 - Present
Cogent Communications  September 2011 - April 2012
Cogent Communications  November 2010 - September 2011
Edward Jones   February 2010 - November 2010
Simons Hardware and Bath  August 2008 - November 2009
Net2S  March 2006 - July 2008
NIT  January 2005 - March 2006

Skills
Account Management, Product Management, Direct Sales, Salesforce.com, Marketing Strategy, Telecommunications, Social Media, Solution Selling, Start-ups, Forecasting, Business Planning, Security, Microsoft Office, Microsoft Excel, Sales, Program Management, Customer Service, Networking, Project Management, New Business Development, Business Development, Sales Management, Sales Operations, Sales Presentations, Personal Style, Business Analysis, Social Media Marketing, Online Advertising, Management, Sales Process, Managed Services, Optical Fiber, MPLS, Co-location, Cold Calling, VoIP, Metro Ethernet, PRI, Ethernet, Wireless, Strategic Partnerships, T1, Broadband, Telephony, SIP Trunking, Internet Services, Customer Retention, Arts

Education
Farmingdale State University of New York   2003 — 2005
BS Computer Security Systems

Salisbury University   2000 — 2003

Luke Ihde Luke Ihde Greater Minneapolis-St. Paul Area Details
Luke Ihde's Edward Jones Experience December 1998 - November 1999
Job Real Estate Broker/Coach/Trainer ✔ Real Estate Profit/Growth/Investing Expert ✔ REALTOR® ► Let's Connect!
Industry Real Estate
Experience
Homes Plus Realty   October 2005 - Present
RE/MAX  2001 - 2004
General Mills  2000 - 2001
Edward Jones   December 1998 - November 1999
US Army  May 1993 - July 1998

Skills
Real Estate, Training, Leadership, Investment Properties, Military, Property, Real Estate Transactions, Investors, Strategic Planning, Team Building, Program Management, Operations Management, Investments, Real Property, Foreclosures, Contract Negotiation, Negotiation, Risk Management, Analysis, Selling, Short Sales, Sellers, Project Management, Team Leadership, Management, Relocation, First Time Home Buyers, Government, Contract Management, REO, Real Estate Training, Real Estate Coaching, Sales

Education
United States Military Academy at West Point   1989 — 1993
BS, Systems Engineering

Florida Institute of Technology
Master of Business Administration (M.B.A.), Accounting and Finance, 4.0 GPA

Thomas Beirne III, CFP® Thomas Beirne III, CFP® New Haven, Connecticut Details
Thomas Beirne III, CFP®'s Edward Jones Experience March 1997 - April 1998
Job Halsey Associates, Inc., for over 40 years, our only business has been preserving and enhancing our clients' wealth.
Industry Investment Management
Experience
Halsey Associates, Incorporated, a Division of Washington Trust Wealth Management   March 2008 - Present
Elm City Clubs, Graduate Club & Quinnipiack Club   October 2013 - Present
NHSO Foundation, Inc.   2010 - Present
Greater New Haven Chamber of Commerce  April 2011 - Present
Rotary Club of New Haven   1999 - Present
Quinnipiack Club   June 2011 - October 2012
People's United Bank  April 1998 - March 2008
Edward Jones   March 1997 - April 1998

Education
Fairfield University   2004 — 2007
Certificate, Banking

Fairfield University   1988 — 1992
Politics, Minor in Economics

St Joseph's School, Bronxville, New York

Rob Dey Rob Dey Greater Atlanta Area Details
Rob Dey's Edward Jones Experience 2008 - 2009
Job Special Topics Instructor at General Assembly
Industry Information Technology and Services
Experience
General Assembly  April 2015 - Present
Coder Manual   November 2014 - Present
Edison Nation  September 2013 - November 2014
DJ Courses Online   August 2011 - September 2013
Phase 3 Media  June 2011 - November 2012
Mavaru   2008 - June 2011
Edward Jones   2008 - 2009

Skills
Project Management, Marketing Strategy, Web Development, Ruby on Rails, Social Media, Music, Social Networking, Microsoft Office, Business Strategy, Online Advertising, Front-end Development, PHP, Software Project..., Strategic Planning, Microsoft Excel, Facebook, Entertainment, New Business Development, Web Applications, CSS, JavaScript, Web Design

Education
Emory University   2004 — 2008
BA, Psychology

Katelyn Gabriel Katelyn Gabriel Tampa, Florida Details
Katelyn Gabriel's Edward Jones Experience December 2010 - December 2011
Job Accountant at MetLife
Industry Accounting
Experience
MetLife  May 2015 - Present
MetLife  September 2013 - May 2015
Aviance Capital Partners   January 2012 - August 2013
Edward Jones   December 2010 - December 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Financial Analysis, Data Analysis, Customer Service, Access, Public Speaking, Analysis, Budgets, Outlook, Teamwork, Time Management, Financial Modeling, Leadership

Education
Florida Gulf Coast University   2008 — 2011
Bachelor of Science (B.S.), Finance

JANELLE MOSLEY JANELLE MOSLEY Greater New York City Area Details
JANELLE MOSLEY's Edward Jones Experience June 2010 - January 2013
Job Roadshow Coordinator, Corporate Access, Marketing
Industry Financial Services
Experience
First Protocol @ Goldman Sachs  February 2015 - Present
HSBC  November 2013 - February 2015
Edward Jones   June 2010 - January 2013
Federal Reserve Board  2009 - 2009
Delaware River Port Authority  2008 - 2008

Education
Florida A&M University   2008 — 2010
Master of Business Administration (MBA), Marketing & Management Concentration

Florida A&M University   2005 — 2008
Bachelor of Business Administration (BBA), Business Administration

Marco Alexander Schirato Marco Alexander Schirato Tampa/St. Petersburg, Florida Area Details
Marco Alexander Schirato's Edward Jones Experience September 2012 - May 2013
Job OC at Florida Army National Guard
Industry Defense & Space
Experience
Florida Army National Guard  July 2012 - Present
Edward Jones   September 2012 - May 2013
American Honda finance  August 2009 - July 2012
Lakehouse Development Group   August 2007 - August 2009
YMCA of the USA  January 2005 - August 2007

Skills
Fitness Trainer, Contract Management, Cash Handling, Financial Analysis, Budgets, Accounting, Credit, Microsoft Excel, Financial Reporting, Risk Management, Insurance, Project Management, Microsoft Office, Customer Service, Strategic Planning, Finance, Loans, Asset Managment, Management, Banking, Microsoft Word, PowerPoint, Negotiation

Education
Ferris State University   2004 — 2007
BS, Business

Grand Rapids Community College   2004 — 2006
AA, Arts

Barry Bissette Barry Bissette Rocky Mount, North Carolina Area Details
Barry Bissette's Edward Jones Experience October 2009 - August 2011
Job Executive Team Leader Human Resources at Target
Industry Retail
Experience
Target  January 2014 - Present
Pitt Community College  August 2011 - Present
Target  October 2012 - January 2014
Edward Jones   October 2009 - August 2011
Town of Sharpsburg, NC   June 2006 - October 2009
City of Wilson, NC  August 1996 - June 2006

Skills
Enforcement, Policy, Management, Leadership, Asset Protection, Investigation, Private Investigations, Interviews, Criminal Investigations, Internal Investigations, Fraud, Employee Relations, Police, Training, Criminal Justice, Interrogation, Crime Prevention

Education
Fayetteville State University   2011 — 2014
Master of Criminal Justice, Criminal Justice and Corrections

Pfeiffer University   2006 — 2008
MBA, Business Administration

North Carolina Wesleyan College   2002 — 2005
Bachelor of Arts, Psychology

North Carolina Wesleyan College   2002 — 2004
Bachelor of Arts, Justice Studies

Wilson Community College   1997 — 2001
Associate in Applied Science, Criminal Justice Technology

John M. Finigan, Jr. John M. Finigan, Jr. Washington D.C. Metro Area Details
John M. Finigan, Jr.'s Edward Jones Experience October 1994 - October 1999
Job Independent wealth manager providing personalized financial planning and investment management services.
Industry Financial Services
Experience
Finigan Financial Services, LLC   April 2002 - Present
LPL Financial  February 2014 - Present
Royal Alliance Associates, Inc  November 1999 - January 2014
Edward Jones   October 1994 - October 1999
US Army  July 1972 - September 1994

Education
Florida Institute of Technology   1981 — 1982
MBA

Seattle University   1967 — 1972
BABA, Finance & Banking

Aaron Andu Aaron Andu Saint Louis, Missouri Details
Aaron Andu's Edward Jones Experience June 2014 - Present
Job RDP Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2014 - Present
Telerx  June 2013 - July 2013
PricewaterhouseCoopers  June 2012 - July 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Finance, Networking, Financial Analysis, Research, Social Networking, Teamwork

Education
Florida Agricultural and Mechanical University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics

Florida Agricultural and Mechanical University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics

Ivylee Martinez Ivylee Martinez Natick, Massachusetts Details
Ivylee Martinez's Edward Jones Experience 2009 - 2011
Job A dedicated, highly resourceful administrative & retail professional with 20 yrs progressive project management exp.
Industry Retail
Experience
Little Bits Toys   2010 - 2015
Edward Jones   2009 - 2011
Filene's  2005 - 2006
Filene's  1996 - 2004
Filene's  1993 - 1995

Skills
Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Training

Education
Emerson College
Bachelor's degree, Mass Communication/Media Studies

Minnechaug Regional High School
High School

Jenny (Bates) Bubenik Jenny (Bates) Bubenik Lusby, Maryland Details
Jenny (Bates) Bubenik's Edward Jones Experience December 2012 - April 2014
Job Real Estate Agent at Century 21 New Millennium
Industry Real Estate
Experience
Century 21 New Millennium  January 2015 - Present
First Team Automotive Group  August 2013 - August 2014
Edward Jones   December 2012 - April 2014
CHC Services  January 2012 - July 2012
Medical Staffing Network  February 2010 - November 2010
Skagit 911   January 2009 - August 2009
Bank of America  April 2007 - April 2009
Galaxy Theatre   August 2000 - March 2007

Skills
Nonprofits, Event Planning, Healthcare, Legal Research, Customer Service, Legal Documents, Legal Assistance, Sales, Management, Microsoft Office, Inventory Management, Negotiation

Education
Everett Community College   2011 — 2013

Jeremy Yoder Jeremy Yoder Greater St. Louis Area Details
Jeremy Yoder's Edward Jones Experience October 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   October 2008 - Present
Abundant Life Community Church  March 2007 - July 2008

Skills
Investment Strategies, Management, Life Insurance, Series 7, Investments, Insurance,...

Education
Evangel University   2004 — 2007
B.A., Biblical Studies and Business Management

evangel university

Andy Greenberg Andy Greenberg Greater St. Louis Area Details
Andy Greenberg's Edward Jones Experience January 2011 - Present
Job Principal, Client Analytics Group at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2011 - Present
Edward Jones   November 2007 - December 2010
Edward Jones   July 2005 - November 2007
Edward Jones   January 2003 - June 2005
Edward Jones   January 1995 - December 2002
Edward Jones   1995 - 2002

Skills
Financial Advisory, Sales, Employee Benefits, Recruiting, Series 7, 401k, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Series 63, Mutual Funds, Pensions, Investment Advisory, Wealth, Predictive Analytics, Predictive Modeling, Data Mining, Analytics, Statistical Modeling, Human Resources, Leadership, Financial Services

Education
University of Rochester - Simon Business School   1990 — 1992
MBA, Marketing and Organizations & Markets

Emory University   1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government

Delaney Haley Delaney Haley Greater St. Louis Area Details
Delaney Haley's Edward Jones Experience March 2006 - Present
Job Senior Trust Administrator at Edward Jones
Industry Banking
Experience
Edward Jones   March 2006 - Present
Edward Jones Trust Company  March 2004 - January 2006
St. Louis Business Journal  May 2003 - March 2004

Skills
Wealth Management, Trust Services, Retirement Planning, Business Development, Project Management, SEI Trust 3000 & CSS

Education
CANNON   2009 — 2009
Certified Trust Financial Advisor

Emporia State University   1999 — 2002
Bachelor's degree, English and Journalism

Dixon Downey Dixon Downey Greater New York City Area Details
Dixon Downey's Edward Jones Experience February 2012 - September 2012
Job Financial Advisor at B.T. Bowler & Associates
Industry Financial Services
Experience
B.T. Bowler & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   September 2012 - Present
Edward Jones   February 2012 - September 2012
TD Ameritrade  March 2010 - April 2011
Euro Pacific Capital  March 2008 - March 2010
Merrill Lynch  February 1997 - June 2006

Education
Fairfield University   1991 — 1996
B.A., English/ Economics

The Gunnery   1989 — 1990

Darien High School   1986 — 1989

Dennis Cepress Dennis Cepress Acworth, Georgia Details
Dennis Cepress's Edward Jones Experience 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   2013 - Present
U.S. Army   1999 - 2012
U.S. Army   January 1989 - October 1999

Skills
Intelligence Analysis, Military Experience, Military Operations, National Security, Command, Army, Top Secret, Operational Planning, Military, DoD, Security Clearance, Force Protection, Management, Counterterrorism

Education
Excelsior College   1997 — 1998
B.S., Persian Farsi and Criminal Justice

Sean Fenton, AAMS Sean Fenton, AAMS Delray Beach, Florida Details
Sean Fenton, AAMS's Edward Jones Experience February 2000 - August 2011
Job Senior Financial Consultant at PMK Securities and Research
Industry Financial Services
Experience
PMK Securities and Research   August 2011 - Present
Edward Jones   February 2000 - August 2011

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management

Education
Florida Atlantic University   1998 — 2000
Bachelor's degree, Finance, General

Florida State University   1996 — 1998

Krishana Casey, LMT Krishana Casey, LMT Greater St. Louis Area Details
Krishana Casey, LMT's Edward Jones Experience June 1995 - August 2000
Job Sr. Analyst, Key Management at MasterCard
Industry Information Technology and Services
Experience
MasterCard  August 2012 - Present
Kindred Spirit Massage & Wellness   May 2006 - Present
MasterCard  March 2011 - August 2012
MasterCard  May 2001 - March 2011
Edward Jones   June 1995 - August 2000

Skills
Swedish, Testing, Chair Massage, Databases, Trigger Point Therapy, Desktop Support, Bodywork, Requirements Analysis, Software Engineering, Reflexology, Aromatherapy, Unix, Technical Support, SDLC, Software Documentation, Key Management, System Administration, Access

Education
Florida Agricultural and Mechanical University   1990 — 1995
BS, Computer & Information Systems

Tracy Jo Himple Tracy Jo Himple Stanwood, Washington Details
Tracy Jo Himple's Edward Jones Experience January 2010 - Present
Job Admitting Representative at Providence Health & Services
Industry Financial Services
Experience
Providence Health & Services  January 2013 - Present
Edward Jones   January 2010 - Present
SMH Capital  April 2007 - December 2009

Skills
Customer Service, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint

Education
University of Alaska Anchorage   1982 — 1986
Applied Sciences

Everett Community College   1980 — 1982

Krista Holmes Krista Holmes Greater St. Louis Area Details
Krista Holmes's Edward Jones Experience 1995 - 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Amdocs Inc.  2007 - Present
AT&T  1998 - 2007
Edward Jones   1995 - 1998

Skills
COBOL, Testing, Troubleshooting, Telecommunications, SharePoint, JCL, DB2, Process Improvement, Software Documentation, Microsoft Office, Programming, Analysis, Leadership, Change Management, FTP, TSO, IMS DB/DC, VSAM, System Administration, SQL

Education
Webster University   2009 — 2010
Masters candidate, Information Technology Management

Florida Agricultural and Mechanical University   1989 — 1995
Bachelor of Science, Major - Computer Information Systems; Minor - Math

Julie Geyer Julie Geyer Largo, Florida Details
Julie Geyer's Edward Jones Experience July 2008 - August 2009
Job at
Industry Financial Services
Experience
Fifth Third Securities  August 2009 - Present
Edward Jones   July 2008 - August 2009
Decision One Mortgage/ HSBC   2003 - 2007

Skills
Series 7, Series 66

Education
Ferris State University
Bachelor’s Degree, Hospitality Management/Marketing

Travis G. Delaplain, CPA Travis G. Delaplain, CPA Romney, West Virginia Details
Travis G. Delaplain, CPA's Edward Jones Experience February 2007 - May 2007
Job President / CEO
Industry Banking
Experience
FNB Bank, Inc.   January 2014 - Present
FNB Bank, Inc.   August 2011 - Present
Arnett & Foster, PLLC   September 2004 - August 2011
Edward Jones   February 2007 - May 2007
Glenn A Harman, CPA   August 2001 - May 2004

Skills
Accounting, External Audit, Financial Institutions, Employee Benefits, Auditing, Financial Reporting, Banking, Finance

Education
Fairmont State University   2000 — 2004
BS, Accounting

James Staten, CFP® James Staten, CFP® Greater Atlanta Area Details
James Staten, CFP®'s Edward Jones Experience October 2009 - April 2011
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  April 2011 - Present
Edward Jones   October 2009 - April 2011
Morgan Stanley Smith Barney  July 2008 - January 2009

Skills
Retirement Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Portfolio Management, Asset Management, Insurance, Investment Advisory, 401k, Investment Strategies

Education
Florida Atlantic University   2005 — 2009
B.B.A, Finance

Chipola College   2005 — 2007
A.A, Business

Mukeni (Mitchell) English Mukeni (Mitchell) English Dallas/Fort Worth Area Details
Mukeni (Mitchell) English's Edward Jones Experience August 1997 - May 2000
Job Pharmaceutical Sales | Strategic Planning | Physician Relations | Business Growth
Industry Pharmaceuticals
Experience
Quintiles  July 2013 - Present
Texas Health Resources  July 2010 - April 2013
GlaxoSmithKline  February 2003 - August 2010
The Chase Manhattan Bank  May 2000 - February 2003
Edward Jones   August 1997 - May 2000

Skills
Healthcare, Hospitals, Strategic Planning, New Business Development, Pharmaceutical Industry, Sales Operations, Pharmaceutical Sales, Urology, Sales Effectiveness, Neurology, Sales, Marketing, Training, Diabetes, Leadership, Endocrinology, Orthopedic, Business Development, Oncology, Managed Care, Product Launch, OB/GYN, Gastroenterology, Rheumatology, Dermatology, Hospital Sales, Sales Force Development, Pulmonology, Market Development, Physicians, Infectious Diseases, Recruiting, Medical Devices, Psychiatry, Hypertension, Medicine, Capital Equipment, Internal Medicine, Nephrology, Selling, Primary Care, Surgery, Market Access, Physician Relations, Family Medicine

Education
Florida Agricultural and Mechanical University
BS, Business Economics

Florida Agricultural and Mechanical University
Masters, Public Administration

Boubacar Vilane Boubacar Vilane Kansas City, Missouri Area Details
Boubacar Vilane's Edward Jones Experience January 2006 - March 2007
Job Finance Faculty at Grantham University
Industry Education Management
Experience
Grantham University  May 2014 - Present
J.P. Morgan Asset Management   September 2012 - April 2014
KeyBank Real Estate Capital  November 2010 - August 2012
KeyBank Real Estate Capital  July 2009 - January 2011
State Street  March 2006 - July 2009
Edward Jones   January 2006 - March 2007
Emporia State University  August 2005 - December 2005

Skills
Financial Analysis, Credit, Investments, Banking, Equities, Capital Markets, Loans, Risk Management, Credit Analysis, Finance, Portfolio Management, Insurance, Analysis, Accounting, Credit Risk, Access, Underwriting, Investment Banking, Microsoft Excel, Business Analysis, Account Management, Financial Reporting, Mortgage Lending, Asset Management, Commercial Lending, Business Development

Education
Columbia Southern University   2009 — 2015
DBA in Business Administration, Business administration

Emporia State University   2002 — 2005
M.B.A, Business Administration

Cheikh Anta Diop University   1995 — 1999
Master in Economics, Economics

Melvin Hitchens Melvin Hitchens Mobile, Alabama Area Details
Melvin Hitchens's Edward Jones Experience May 2010 - June 2011
Job Retail Sales Representative at Nestle
Industry Consumer Goods
Experience
Nestle  September 2011 - Present
Edward Jones   May 2010 - June 2011
Florida A&M University  June 2009 - June 2010
Freddie Mac  May 2008 - August 2008
Liberty Mutual  May 2007 - August 2007

Skills
Research, Marketing Strategy, Networking, Project Management, Event Planning, Marketing, Public Speaking, Fundraising, Customer Service, PowerPoint, Leadership, Public Relations, Sales, Time Management, Microsoft Excel, Analysis, Microsoft Word, Microsoft Office, Strategic Planning, Social Media Marketing

Education
Florida Agricultural and Mechanical University   2009 — 2010
Master of Science (MS)

Florida Agricultural and Mechanical University   2004 — 2008
Bachelors of Science, Public Relations/Business

DeLaine Moore DeLaine Moore Denton, Texas Details
DeLaine Moore's Edward Jones Experience November 2010 - Present
Job Financial Advisor at Edward Jones Series 7, 66, Licences: LongTerm care, Annuities, Life, Health, and Disability
Industry Financial Services
Experience
Edward Jones   November 2010 - Present
JPMorgan Chase  October 2009 - May 2010
Renewal by Andersen  2008 - 2009
Renewal by Andersen  2008 - 2009
Countrywide Specialty Lending Group  2004 - 2008
Max Madsen Mitsubishi  September 2002 - December 2004

Skills
Mortgage Lending, Insurance, Sales Management, Sales, Customer Service, Microsoft Excel, Forecasting, New Business Development, Financial Analysis, Microsoft Office, Strategic Planning, Customer Retention, Risk Management, Outlook, Project Management, Credit, Strategic Financial..., Banking, Finance, Marketing Strategy

Education
Ferris State University   1990 — 1994
Bachelor of Science, Criminal Justice/Law Enforcement Administration

Dustin Corey Dustin Corey Saint Louis, Missouri Details
Dustin Corey's Edward Jones Experience May 2009 - October 2009
Job Business Development at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services  March 2015 - Present
Wells Fargo Advisors  February 2013 - March 2015
Wells Fargo Advisors  September 2010 - February 2013
Wells Fargo Advisors  February 2010 - September 2010
Edward Jones   May 2009 - October 2009
Corporate Executive Board  July 2008 - February 2009
Corporate Executive Board  July 2007 - July 2008
Missouri House of Representatives  May 2006 - August 2006

Skills
Financial Analysis, Salesforce.com, Analysis, Finance, Financial Services, Leadership, Sales, Account Management, Research

Education
Emory University   2003 — 2007
Bachelor of Arts, Economics

Tricia Abbiatici Tricia Abbiatici Greater New York City Area Details
Tricia Abbiatici's Edward Jones Experience June 2002 - March 2005
Job Business Development, Product Management, Client Management and Sales
Industry Financial Services
Experience
E2W Inc   March 2012 - Present
Credit Agricole Securities (USA) Inc   July 2008 - January 2012
MF Global Inc, New York, NY   October 2007 - May 2008
BNY Mellon  October 2005 - May 2008
Edward Jones   June 2002 - March 2005
JPMorgan Chase  January 1992 - October 1998
Yasuda Bank & Trust CO (USA) Inc   November 1989 - January 1992
Salomon Brothers  June 1985 - November 1989

Skills
Securities Lending, Equities, Series 7, ETFs, Securities, Trading, Mutual Funds, Fixed Income, Finance, Credit, Financial Risk, Loans, Derivatives, Financial Markets, Capital Markets

Education
Fairfield University
BA, Economics

Irene Reyes Irene Reyes Greater Los Angeles Area Details
Irene Reyes's Edward Jones Experience January 2014 - September 2015
Job Vice President, Senior Recruiter at City National Bank
Industry Financial Services
Experience
City National Bank  September 2015 - Present
Edward Jones   January 2014 - September 2015
Merrill Lynch  April 2010 - January 2014
Kaiser Permanente  2010 - 2010
HSBC  April 2009 - October 2009
Smith Barney  August 2005 - March 2009
Bank of America  January 2002 - August 2005
HRCS  October 2000 - January 2002
Wachovia  June 1995 - October 2000

Skills
Hiring, Recruiting, Interviews, Human Resources, Sourcing, Leadership, Management, Talent Management, Deferred Compensation, Strategy, Change Management, Personnel Management, Networking, Negotiation, Talent Acquisition, Consulting

Education
Fashion Institute of Design & Merchandising

Lester Towns Lester Towns United States Details
Lester Towns's Edward Jones Experience February 2007 - June 2008
Job Professional
Industry Higher Education
Experience
Portland State University  March 2012 - January 2015
University of Alabama  June 2008 - March 2012
Carolina Panthers  July 2008 - August 2008
Edward Jones   February 2007 - June 2008
YMCA  September 2006 - August 2007
Miami Dolphins  2006 - 2006
Arizona Cardinals Football Club  2005 - 2005
Carolina Panthers  2000 - 2004

Skills
Football, Public Speaking, Sports, Team Building, Fundraising, Sports Management, Sports Marketing, Social Media, Exercise Physiology, Coaching, Leadership, Public Relations, Marketing, Customer Service, Social Networking

Education
Emporia State University   2015 — 2016
Master of Science (MS), HPER

University of Washington   1995 — 2000

Daniel Ebert Daniel Ebert Greater Boston Area Details
Daniel Ebert's Edward Jones Experience February 2010 - November 2010
Job Sr. Plan Services Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement  June 2015 - Present
Santander Bank  July 2012 - June 2015
AspenCross Financial Group  November 2010 - July 2012
Edward Jones   February 2010 - November 2010
Fidelity Investments  2001 - 2009
Fidelity Investments  1999 - 2001
Fidelity Investments  1997 - 1999
PFPC  1993 - 1997

Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA

Education
Fitchburg State University   1990 — 1993
Bachelors, Economics

Byron Tobias Byron Tobias Orlando, Florida Area Details
Byron Tobias's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2014 - Present
JPMorgan Chase  March 2010 - July 2014
Luxury Custom Wheels, LLC   July 2004 - February 2010
Charles Schwab  1999 - 2004

Skills
Series 7, Series 63, Life Insurance &..., Series 66, Life & Health Insurance...

Education
Florida Institute of Technology   2002 — 2003
Certified Financial Planner - Prerequisites

Florida Agricultural and Mechanical University   1995 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics

Seanpatrick Donnelly Seanpatrick Donnelly Fayetteville, North Carolina Area Details
Seanpatrick Donnelly's Edward Jones Experience March 2010 - December 2010
Job ACCOUNTANT at INFINITY ACCOUNTING
Industry Accounting
Experience
(TCBY) Infinity Family Foods, LLC   September 2014 - Present
INFINITY ACCOUNTING   October 2002 - Present
Edward Jones   March 2010 - December 2010
Lear Siegler Services, Inc.   February 2005 - September 2009
ENVIRONMENTAL CHEMICAL CORPORATION  June 2004 - December 2004
KELLOGG, BROWN, AND ROOT   January 2004 - May 2004
VETERANS ADMINISTRATION HOSPITAL  December 2000 - January 2004
VOLUNTEER INCOME TAX ASSISTANCE  January 2000 - April 2002

Skills
Process Improvement, Analysis, Operations Management, Budgets, Forecasting, Variance Analysis, Financial Modeling, Leadership, Project Management, Human Resources, Project Planning, Training, Management

Education
Fayetteville State University   2000 — 2002
BS, ACCOUNTING

Fayetteville Technical Community College   1998 — 2000
AS, APPLIED SCIENCE

Scott England Scott England Greater Grand Rapids, Michigan Area Details
Scott England's Edward Jones Experience March 2009 - March 2010
Job
Industry Automotive
Experience
Magna Mirrors  September 2011 - July 2012
Leon Plastics  March 2010 - September 2011
Edward Jones   March 2009 - March 2010
Royal Technologies Corporation  February 2001 - January 2009
Johnson Controls  May 1997 - February 2001

Skills
Plastics, Injection Molding, Automotive, Manufacturing, APQP, Lean Manufacturing, Continuous Improvement, Polymers, Machine Tools, Purchasing, 5S, Manufacturing..., Kaizen, PPAP, Manufacturing..., SPC

Education
Ferris State University   1992 — 1996
BS, Plastics Engineering Technology

Madeline Gersh Madeline Gersh Greater Boston Area Details
Madeline Gersh's Edward Jones Experience December 2009 - August 2010
Job Access Support Services Teacher at Natick Public Schools
Industry Education Management
Experience
Natick Public Schools  August 2012 - Present
Natick Public Schools  September 2011 - Present
Natick Public Schools  February 2011 - Present
Wellesley Public Schools  September 2008 - June 2011
The Goddard School  November 2010 - April 2011
Edward Jones   December 2009 - August 2010

Education
Fitchburg State University   1993 — 1997
Bachelors, Early Childhood Education

Framingham State University
Special Needs Education

Scott Thurman Scott Thurman Greater St. Louis Area Details
Scott Thurman's Edward Jones Experience 2013 - Present
Job Edward Jones Branch Development( Strategy & Integration)
Industry Financial Services
Experience
Edward Jones   2013 - Present
Best Buy  March 2012 - May 2013
Best Buy  August 2008 - March 2012
Best Buy  1992 - 2008

Skills
Change Management, Culture Change, Leadership Development, Cross Functional..., Black Belt, Decision Support, Succession Planning, Merchandising, Inventory Management, Store Management, Income Statement, Leadership, Sales Operations, Customer Experience, Strategic Planning, Retail, Profit, Business Analysis, Cross-functional Team..., Strategy, Training, Sales, Budgets, Sales Management, Loss Prevention, Big Box, Inventory Control, Customer Satisfaction, Retail Sales, Hiring, Driving Results, People Development, Process Improvement, Visual Merchandising, Employee Training, Store Operations, Performance Management, Team Building, Multi-channel Retail, Operations Management, Multi-unit, POS, Customer Retention, Forecasting, P&L, Time Management, Team Leadership, Recruiting, Multi-Unit

Education
Evangel University   1990 — 1994
Architectural Engineering

Holly Loveless Holly Loveless Denver, Colorado Details
Holly Loveless's Edward Jones Experience December 2006 - June 2009
Job Manager | Ashley Campbell Interior Design
Industry Design
Experience
ncolor{salon+boutique2}   June 2009 - November 2013
Edward Jones   December 2006 - June 2009
Gulfside Appraisal Group, LLC   January 2003 - December 2006

Skills
Management, Operations Management, Leadership, New Business Development, Business Process..., Customer Service, Bookkeeping, Retail, Sales, Inventory Management, Organizational..., Human Resources, Critical Thinking, Small Business, Real Estate, Appraisals

Education
Florida Gulf Coast University   2000 — 2004
Business Finance, Business Management

Paul Kempin Paul Kempin Gilbert, Arizona Details
Paul Kempin's Edward Jones Experience April 2001 - July 2004
Job Logistics Group Leader at General Dynamics Mission Systems
Industry Defense & Space
Experience
General Dynamics Mission Systems (formerly General Dynamics C4 Systems)   2007 - Present
General Dynamics C4 Systems  August 2004 - December 2006
Edward Jones   April 2001 - July 2004
Motorola SSTG  August 1996 - March 2001
US Army  July 1986 - October 1996

Skills
ILS, Systems Engineering, Program Management, Military, DoD, Defense, Engineering, Security Clearance, Earned Value Management, Engineering Management, MS Project, Business Development, Proposal Leadership, Logistics Management, Military Logistics, Strategic Planning, Project Management, New Business Development, Technical Writing, C4ISR, Government Contracting, Aerospace, Proposal Writing, Requirements Management, Microsoft Project, Integration, Operational Planning

Education
Florida Institute of Technology   1981 — 1986
BS, Ocean Engineering

Willie Caldwell Willie Caldwell Greater Atlanta Area Details
Willie Caldwell's Edward Jones Experience December 1994 - October 2002
Job Investment Advisor Rep, Transamerica Financial Advisors Inc., Transamerica Financial Group Division
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   November 2004 - Present
World Financial Group (WFG)   2005 - 2011
Edward Jones   December 1994 - October 2002
Hub Distributing Inc   August 1986 - September 1994

Skills
Team Building, Coaching, Analysis, Retirement Planning, Investments, Strategic Planning, New Business Development, Strategic Financial..., Insurance, Securities, Wealth Management, Strategy, Leadership, Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Small Business, Public Speaking, Financial Analysis, Business Planning, Team Leadership, Portfolio Management, Fixed Annuities, Wealth, Employee Benefits, Financial Advisory, Life Insurance, IRAs, Marketing, Long-term Care, Retirement, Business Strategy, Financial Planners, 401k, Entrepreneurship, Financial Planning

Education
Dale Carnegie Sales Success   2014 — 2014
Grad, Sales Success

Gwinnett Hall Baptist College   1995 — 1998
Doctor of Theology, Theology/Theological Studies

Florida A&M University   1974 — 1978
Bachelor of Science (BS), Accounting

Brian Nerland Brian Nerland Tampa/St. Petersburg, Florida Area Details
Brian Nerland's Edward Jones Experience June 2000 - July 2001
Job Client Management Specialist and Dot Net Nuke Content Management Expert at RocketReady
Industry Information Technology and Services
Experience
Stridepoint   June 2006 - Present
Stridepoint   June 2006 - Present
Stridepoint   June 2006 - Present
State Farm  August 2003 - June 2006
U.S. Bank   January 2002 - March 2003
Edward Jones   June 2000 - July 2001

Skills
Management, Customer Service, Microsoft Office, Account Management, Sales, SEO, Process Improvement

Education
Liberty University   2010 — 2014
Masters of Science, Accounting, 3.95

Western Kentucky University   1997 — 2000
Bachelor's Degree, Finance, Marketing, 3.65

Florida College   1995 — 1997
Associate of Arts (AA), General, 3.61

Saif Islam Saif Islam Dallas/Fort Worth Area Details
Saif Islam's Edward Jones Experience August 2006 - November 2006
Job Sr. Mainframe Developer – Flight Tracking System at Southwest Airlines – HCL America LLC consultant
Industry Financial Services
Experience
Southwest Airlines – HCL America LLC consultant   February 2013 - Present
AIC Inc.  November 2011 - Present
Walmart – IBM Consultant / Select Solutions Group LLC   August 2012 - February 2013
Office of Administration/Department of Labor & Industrial Relation (DOLIR)   September 2010 - November 2011
DST Systems  December 2006 - April 2010
Edward Jones   August 2006 - November 2006
Edward Jones   November 2005 - July 2006
USDA  August 2004 - November 2005
USDA  July 2002 - August 2004
EDS Group  February 2001 - January 2002

Skills
MVS Mainframe, JCL, M/F Utilities, COBOL, AS400, VSAM, Assember, IDMS, DB2, IMS, CICS, MQ Series, TELON, SAS, IBM Sys-36/OCL, SQL, UNIX Sun Solaris, C, EDI, CL, IMS DB/DC, IBM iSeries, SDLC, Integration, Mainframe, Unix, WebSphere MQ, Data Warehousing, Testing, Systems Analysis

Education
Everest University-Tampa
Master of Business Administration (M.B.A.), International Business Management

Everest University-Tampa
Bachelor of Science (B.S.), Computer Information and Sciences

Gaylon Tuggle Gaylon Tuggle Guntersville, Alabama Details
Gaylon Tuggle's Edward Jones Experience March 2001 - December 2001
Job Teacher at Guntersville City Schools
Industry Primary/Secondary Education
Experience
Guntersville City Schools   August 2006 - Present
KDS DAR High School   August 2004 - July 2006
Edward Jones   March 2001 - December 2001
Bartlett, Grigsby, Boan, and Associates   June 1998 - March 2001
Just for Feet  August 1995 - June 1998
Just for Feet  March 1991 - August 1995

Skills
Classroom Management, Lesson Planning, Classroom, Educational Leadership, Instructional Technology, Student Affairs, K-12, Staff Development, Teaching, Instructional Design, Higher Education, Student Engagement, Curriculum Design, Differentiated..., Tutoring, Curriculum Development, Literacy, Educational Technology, Teacher Training, Coaching, Common Core State..., Student Leadership, Worship Music, Praise & Worship, Musical Theatre, Community Theatre

Education
Jacksonville State University   2002 — 2004
Master of Science (M.S.), Secondary Education - English Language Arts

University of Alabama   1988 — 1990
Bachelor of Arts (B.A.), English

University of Alabama in Huntsville   1986 — 1988

Faulkner University   1984 — 1986

Brad VanderVlucht Brad VanderVlucht Perrysburg, Ohio Details
Brad VanderVlucht's Edward Jones Experience January 2011 - Present
Job at Edward Jones
Industry Investment Management
Experience
Edward Jones   January 2011 - Present
Holland, Inc.   October 2006 - January 2011

Education
Evangel University   2003 — 2006
Bachelor of Business Administration - Management, Business

Clayton Hicks Clayton Hicks Greater Atlanta Area Details
Clayton Hicks's Edward Jones Experience October 2004 - February 2007
Job Director
Industry Executive Office
Experience
Cancer Treatment Centers of America®  March 2012 - Present
City of Newnan   November 2006 - Present
CharterBank  February 2007 - February 2012
Edward Jones   October 2004 - February 2007
Delta Air Lines  February 1999 - October 2004

Skills
Certified Green Belt, Strategic Planning, Leadership, Budgets, Management, Business Development, Credit Analysis, Corporate Finance, Leadership Development, Commercial Lending, Customer Service, Commercial Banking, Credit, Consumer Lending, Financial Risk, Banking, Marketing, Loans, Strategy, Team Building, Event Planning

Education
Northeastern University
Master of Business Administration (MBA), Finance and Healthcare

Excelsior College
Bachelor of Science (BS), Professional Studies - General Business

Alan R. Simmons, JD Alan R. Simmons, JD Huntington, West Virginia Area Details
Alan R. Simmons, JD's Edward Jones Experience 1993 - 1997
Job Financial Advisor, Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  September 1997 - Present
Edward Jones   1993 - 1997
Alan R. Simmons, Attorney at Law   1988 - 1993
First Huntington National Bank   1984 - 1988
Huntington Trust & Savings Bank   1980 - 1984
Ducker & McCreight, Attorneys   1977 - 1980
West Virginia State Senate Judiciary Committee   1977 - 1977
West Virginia Secretary of State  1975 - 1977
West Virginia State Tax Commissioner   1974 - 1975

Education
National Graduate Trust School at Northwestern University   1981 — 1983
Certified Financial Services Counselor (CFSC), Trust Banking and Financial Services, Honors

Emory University School of Law   1971 — 1974
JD, Law

Marshall University   1967 — 1971
BA, History, Cum Laude

Ryane Hille Ryane Hille Fort Myers, Florida Area Details
Ryane Hille's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2010 - Present

Education
Florida Gulf Coast University   2006 — 2009
Finance, Economics

Anthony Hairston Anthony Hairston Raleigh-Durham, North Carolina Area Details
Anthony Hairston's Edward Jones Experience December 2013 - October 2014
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones   December 2013 - October 2014
Mims Distributing  September 2012 - November 2013
Grainger  December 2011 - September 2012
Ajilon  April 2011 - May 2012

Skills
Sales Operations, Sales, Finance, Spanish, Account Management, Leadership, Customer Service, Time Management, Negotiation

Education
University of Phoenix   2007 — 2010
Master's, Business Administration

Emory and Henry College   2003 — 2007
BA, Political Science

Phill Miller Phill Miller Kitchener, Canada Area Details
Phill Miller's Edward Jones Experience June 2008 - January 2011
Job Business Development Representative at FBC, Canada's Farm & Small Business Tax Specialist
Industry Financial Services
Experience
FBC, Canada's Farm & Small Business Tax Specialist   August 2014 - Present
Freedom Financial Now   June 2014 - August 2014
Brodart Canada Company   January 2012 - April 2013
Edward Jones   June 2008 - January 2011
Escan a Middleby Company   March 1995 - January 2008
Crown Verity Inc.   April 1992 - March 1995
Motorola Canada Limited   August 1988 - March 1992

Skills
Sales, Retirement, Contract Negotiation, Management, Finance, Negotiation, Mutual Funds, Sales Management, Sales Training, Retirement Planning, Culinary Equipment..., Volunteer Minor Sports..., Mentoring, Design Consultation, Business Networking, Social Networking, Entrepreneurship, Pioneering, Debt Elimination, Financial Services, Agriculture, Taxes, CRA Audit Protection, Insurance, Customer Service, Leadership, Team Building, Strategic Planning, Coaching, Small Business, Business Development, Marketing

Education
Canadian Securities Institute   2008 — 2008
Full Service Brokerage, Financial Planning and Services

Fanshawe College   1986 — 1988
Diploma, Business, Management, Marketing, and Related Support Services

Janine Bunch Janine Bunch Lutherville Timonium, Maryland Details
Janine Bunch's Edward Jones Experience September 2002 - January 2011
Job Administrative Assistant
Industry Hospital & Health Care
Experience
The Pampered Chef  January 2012 - Present
Edward Jones   September 2002 - January 2011
InteliPort, Inc.   December 1999 - September 2002
Perquimans County Schools  September 1993 - September 2001
Riverside Regional Medical Center  September 1988 - January 1991
Bilger's Long Green Nurseries, Inc.   June 1976 - June 1987

Skills
Customer Service, Administrative Support, Office Administration, Computer Hardware..., Computer Proficencies, Proofreading, Internet Research, Office Equipment, Teamwork, Reliability, Optimistic, Microsoft Office, Administration, Data Entry, Customer Relations, Word, PowerPoint, Excel, Access, Research, Windows, Scheduling, Customer Satisfaction, Outlook, Problem Solving, Typing, Troubleshooting, Office Management, Inventory Management, Telephone Skills, XP, Social Networking, Documentation

Education
Essex Community College   1986 — 1989
Associates in Arts (AA), Business Administration

Towson High School   1982 — 1984
Diploma, General

Daniel Teefey Daniel Teefey Phoenix, Arizona Area Details
Daniel Teefey's Edward Jones Experience June 2006 - June 2007
Job
Industry International Trade and Development
Experience
U.S. Department of Veterans Affairs   June 2013 - Present
USAA  June 2008 - June 2010
Edward Jones   June 2006 - June 2007
DTE Energy  November 2004 - July 2006
DTE Energy  June 1990 - May 2001

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building

Education
Western International University   2012 — 2014
Master of Business Administration (MBA), International Business, 3.792

Ferris State University   1994 — 2001
Bachelor's degree, International Business

Ferris State University   1994 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General

Michelle Levitre Michelle Levitre North Billerica, Massachusetts Details
Michelle Levitre's Edward Jones Experience January 2008 - Present
Job Skilled client service representative and office manager
Industry Financial Services
Experience
Edward Jones   January 2008 - Present
AG Financial Solutions  October 2007 - January 2008
AG Financial   August 2004 - October 2007
AG Financial   May 2004 - August 2004
Smillie's IGA   September 2002 - May 2004

Skills
Mutual Funds, Customer Service, Administration, Insurance, Investments, Excel, PowerPoint, Word, Outlook, Equities, Microsoft Office, Compliance, Budgeting, Problem Solving, Event Planning, Teamwork, Event Management, Mentoring

Education
Evangel University   2001 — 2005
Bachelor of Business Administration, Management and Marketing

Jordan Barry Jordan Barry Plant City, Florida Details
Jordan Barry's Edward Jones Experience February 2013 - May 2013
Job Licensed Insurance Agent
Industry Financial Services
Experience
Edward Jones   February 2013 - May 2013
GEICO  June 2012 - February 2013
INDI Financial Insurance   January 2012 - April 2012
Sonny' BBQ   May 2011 - September 2011
Kazbor's Sports Bar and Grille   June 2006 - January 2010

Skills
Strong Communicator..., Self Starter, Proficient in Microsoft..., Flexible and hardworking, Detail-orientated, and...

Education
Flagler College   2008 — 2012
BA, Business Administration

Christine Cory Christine Cory Fremont, Michigan Details
Christine Cory's Edward Jones Experience February 2012 - October 2012
Job Quality Control Analyst at Fremont Insurance Company
Industry Financial Services
Experience
Fremont Insurance Company  October 2013 - Present
Fremont Insurance Company  August 2012 - Present
Edward Jones   February 2012 - October 2012
Edward Jones   April 2010 - February 2012
Nestle  March 2005 - April 2010
Nestle  June 2002 - March 2005
Gerber Products Company  February 1997 - June 2002
Novartis  November 1994 - February 1997

Skills
Spanish-English, Notary Public, Life & Health Insurance..., Microsoft Excel, Microsoft Publisher, Microsoft Word, Supervision, International Logistics, Office Administration, Cross-functional Team..., Call Center, Customer Service, Call Centers, Forecasting, Training, Sales

Education
Ferris State University   1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Kimberly Balduzzi Kimberly Balduzzi Paramus, New Jersey Details
Kimberly Balduzzi's Edward Jones Experience November 2011 - June 2012
Job Customer Management Officer at Friesland Campina
Industry Food & Beverages
Experience
Friesland Campina Ingredients North America, Inc.   December 2012 - Present
Edward Jones   November 2011 - June 2012
The Home Depot  October 2010 - October 2011

Skills
Series 7, Series 66, Interior Design..., SAP, Customer Service, Leadership, Microsoft Word, Sales, Time Management, Microsoft Office

Education
Florida Gulf Coast University   2006 — 2010
Bachelor of Science (BS), Finance, General

Shelly Doty Shelly Doty Litchfield Park, Arizona Details
Shelly Doty's Edward Jones Experience July 2012 - Present
Job Insurance Specialist
Industry Insurance
Experience
Edward Jones   July 2012 - Present
EventPro Strategies  2012 - 2012
Cie Studios  November 2006 - June 2011
g&h dental arts   January 2001 - November 2006

Skills
Insurance, Customer Service, Sales, Life Insurance, Outlook, Microsoft Office, Team Building, Disability Insurance, Term Life Insurance, General Insurance, Time Management, Data Entry

Education
Everett Community College   2000 — 2001
Certificate: Microcomputer Skills, Certificate: Microsoft Office Professional, Computer Science

Shelley Malone Shelley Malone Gainesville, Florida Area Details
Shelley Malone's Edward Jones Experience
Job
Industry
Experience
Edward Jones  

Skills
Tutoring, Mathematics

Education
Emory University   1964 — 1968
BS, Mathematics

Charley Ramsey Charley Ramsey Chase City, Virginia Details
Charley Ramsey's Edward Jones Experience December 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 1996 - Present

Education
Longwood University   1988 — 1992
Bachelor's degree, Political Science and Government

Ferrum College   1970 — 1972

Amy Taffe Owen Amy Taffe Owen Raleigh-Durham, North Carolina Area Details
Amy Taffe Owen's Edward Jones Experience June 2013 - November 2013
Job Benefit Analyst at Pierce Group Benefits
Industry Insurance
Experience
Pierce Group Benefits  October 2014 - Present
Robert Half International Accountemps/OfficeTeam   March 2014 - October 2014
Edward Jones   June 2013 - November 2013
SECU  October 2006 - May 2013

Skills
Top-rated sales..., Investment products, Insurance sales, Policy coverage expert, Personal lines products, Life and health..., Analytical Skills, Highly personable, Driven, Proactive team player, Results-oriented, MS Office, Investments, Data Driven Testing, CRM, Cold Calling, Disability Insurance, Finance, Recruiting, Result Oriented, Series 6, Underwriting, Customer Retention, Customer Satisfaction, Insurance, Applicant Tracking..., Employee Benefits, Employee Relations, Interviews, Onboarding, Talent Acquisition, Temporary Placement, Training

Education
University of North Carolina at Pembroke   2005 — 2006
Bachelor of Science (BS), Business Administration and Marketing

Fayetteville Technical Community College   2003 — 2004
Associate of Science (AS)

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