Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Salaries. You can even request information on how much does Edward Jones pay if you want to. Learn about salaries, pros and cons of working for Edward Jones directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Employees
Employee
Years
Job
Industry
Jennifer (Jennifer Harman) Baker Jennifer (Jennifer Harman) Baker's Edward Jones Experience July 2008 - May 2011
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase, N.A. January 2014 - Present
Susan G. Komen, Austin April 2011 - January 2014
Edward Jones July 2008 - May 2011
Education
Fort Hays State University
Bachelor's Degree, Marketing
The University of Kansas
JPMorgan Chase, N.A. January 2014 - Present
Susan G. Komen, Austin April 2011 - January 2014
Edward Jones July 2008 - May 2011
Education
Fort Hays State University
Bachelor's Degree, Marketing
The University of Kansas
Carol Scanlon's Edward Jones Experience April 2008 - December 2014
Job Administrative Coordinator HR & Finance at Switch
Industry Financial Services
Experience
Switch April 2015 - Present
Sensient Technologies Corporation February 2015 - April 2015
Edward Jones April 2008 - December 2014
Edward Jones May 2006 - April 2008
AG Edwards December 2000 - May 2006
Skills
Training, Customer Service, Continuing Education, Recruiting, Workshop Facilitation, Sales Hiring, Project Management, Learning Management..., Human Resources, Mobile Marketing..., Applicant Tracking...
Education
Fontbonne University 1998 — 2000
Bachelor of Arts (B.A.), Organizational Behavior Studies
Switch April 2015 - Present
Sensient Technologies Corporation February 2015 - April 2015
Edward Jones April 2008 - December 2014
Edward Jones May 2006 - April 2008
AG Edwards December 2000 - May 2006
Skills
Training, Customer Service, Continuing Education, Recruiting, Workshop Facilitation, Sales Hiring, Project Management, Learning Management..., Human Resources, Mobile Marketing..., Applicant Tracking...
Education
Fontbonne University 1998 — 2000
Bachelor of Arts (B.A.), Organizational Behavior Studies
Carl Brosky Carl Brosky's Edward Jones Experience January 2013 - July 2014
Job Logistics Officer Retired at U.S, Army
Industry Military
Experience
Edward Jones January 2013 - July 2014
US Army Special Operations Command July 2009 - February 2013
US Army March 2007 - March 2008
US Army March 2006 - March 2007
US Army March 2004 - March 2006
US Army April 2002 - April 2004
US Army October 1998 - July 2000
Skills
Security Clearance, Military, Military Experience, Military Logistics, Army, Operational Planning, Military Operations, National Security, Weapons, Top Secret, Military Training, Afghanistan, Counterinsurgency, Reconnaissance, Intelligence Analysis, Interagency Coordination, Readiness, Defense, Command & Control, HUMINT, Tactics, DoD, Command, Combat, Special Operations, Active DoD Secret..., NATO, Military Liaison, Military Aviation, Counterterrorism, Intelligence, Exercises, Force Protection, Disaster Response
Education
United States Naval War College 2008 — 2009
Master's Degree, National Security and Strategic Studies
Florida Southern College 1990 — 1993
Bachelor's degree, Political Science and Government
Edward Jones January 2013 - July 2014
US Army Special Operations Command July 2009 - February 2013
US Army March 2007 - March 2008
US Army March 2006 - March 2007
US Army March 2004 - March 2006
US Army April 2002 - April 2004
US Army October 1998 - July 2000
Skills
Security Clearance, Military, Military Experience, Military Logistics, Army, Operational Planning, Military Operations, National Security, Weapons, Top Secret, Military Training, Afghanistan, Counterinsurgency, Reconnaissance, Intelligence Analysis, Interagency Coordination, Readiness, Defense, Command & Control, HUMINT, Tactics, DoD, Command, Combat, Special Operations, Active DoD Secret..., NATO, Military Liaison, Military Aviation, Counterterrorism, Intelligence, Exercises, Force Protection, Disaster Response
Education
United States Naval War College 2008 — 2009
Master's Degree, National Security and Strategic Studies
Florida Southern College 1990 — 1993
Bachelor's degree, Political Science and Government
Alicia Machado Alicia Machado's Edward Jones Experience February 2011 - January 2013
Job Register Broker at Centennial Bank
Industry Financial Services
Experience
Centennial Bank May 2013 - Present
Edward Jones February 2011 - January 2013
Sallie Mae September 1988 - June 2010
Skills
Retirement Planning, Retirement, Strategic Financial..., Asset Allocation, Fixed Annuities, Investment Strategies, Series 7, Series 66, Life Insurance, Term Life Insurance, Variable Annuities, Financial Advisor, 401k, Securities, Portfolio Management, Financial Services, 401k Rollovers, Insurance, IRAs, Fixed Income, Equities, Finance, Income Protection, Financial Planning
Education
Florida State University 1998 — 2000
Management on Personnel Administration, Human Resources Management/Personnel Administration, General
University of Kansas 1983 — 1987
Bachelor of Arts (B.A.), Personnel Administration
University of Kansas 1983 — 1987
Bachelor of Science (B.S.), Sociology with esphasis on Social Work
Universidad Central de Venezuela 1978 — 1981
Bachelor of Architecture (B.Arch.), Architecture
Centennial Bank May 2013 - Present
Edward Jones February 2011 - January 2013
Sallie Mae September 1988 - June 2010
Skills
Retirement Planning, Retirement, Strategic Financial..., Asset Allocation, Fixed Annuities, Investment Strategies, Series 7, Series 66, Life Insurance, Term Life Insurance, Variable Annuities, Financial Advisor, 401k, Securities, Portfolio Management, Financial Services, 401k Rollovers, Insurance, IRAs, Fixed Income, Equities, Finance, Income Protection, Financial Planning
Education
Florida State University 1998 — 2000
Management on Personnel Administration, Human Resources Management/Personnel Administration, General
University of Kansas 1983 — 1987
Bachelor of Arts (B.A.), Personnel Administration
University of Kansas 1983 — 1987
Bachelor of Science (B.S.), Sociology with esphasis on Social Work
Universidad Central de Venezuela 1978 — 1981
Bachelor of Architecture (B.Arch.), Architecture
Amber Ming Amber Ming's Edward Jones Experience August 2012 - March 2014
Job Wealth Management
Industry Investment Management
Experience
SWBC Wealth Management April 2014 - Present
Edward Jones August 2012 - March 2014
Thomson Reuters April 2009 - August 2012
Pro Doc April 2009 - August 2012
USS JOHN C. STENNIS (CVN May 2006 - October 2008
US Navy August 1998 - October 2008
Region Legal Service Office Navy Region Northwest January 2003 - May 2006
Naval Air Station Key West January 2000 - January 2003
USS GEORGE WASHINGTON (CVN 73) January 1998 - January 2000
Skills
Legal Assistance, Business Analysis, Finance, Investments, Insurance, Risk Management, Securities, Equities, Banking, Financial Services, Portfolio Management, Financial Risk, Asset Management, Strategic Financial..., Fixed Income, Trading, Financial Markets, Mutual Funds, Bonds, Wealth Management, Access, Government, Human Resources, Legal Writing, Management, SQL, Security, Team Leadership, Time Management, Training, Leadership, Customer Service, Legal Research, Public Speaking, Microsoft Office, Team Building
Education
University of the Incarnate Word 2015 — 2016
Master of Business Administration (M.B.A.)
University of the Incarnate Word 2011 — 2013
Bachelor of Science (BS), Banking and Finance
Fort Hays State University 2009 — 2011
Criminal Justice and Corrections
Navy JAG Legalman School 2000 — 2000
Navy Aviation Ordnanceman School 1998 — 1998
SWBC Wealth Management April 2014 - Present
Edward Jones August 2012 - March 2014
Thomson Reuters April 2009 - August 2012
Pro Doc April 2009 - August 2012
USS JOHN C. STENNIS (CVN May 2006 - October 2008
US Navy August 1998 - October 2008
Region Legal Service Office Navy Region Northwest January 2003 - May 2006
Naval Air Station Key West January 2000 - January 2003
USS GEORGE WASHINGTON (CVN 73) January 1998 - January 2000
Skills
Legal Assistance, Business Analysis, Finance, Investments, Insurance, Risk Management, Securities, Equities, Banking, Financial Services, Portfolio Management, Financial Risk, Asset Management, Strategic Financial..., Fixed Income, Trading, Financial Markets, Mutual Funds, Bonds, Wealth Management, Access, Government, Human Resources, Legal Writing, Management, SQL, Security, Team Leadership, Time Management, Training, Leadership, Customer Service, Legal Research, Public Speaking, Microsoft Office, Team Building
Education
University of the Incarnate Word 2015 — 2016
Master of Business Administration (M.B.A.)
University of the Incarnate Word 2011 — 2013
Bachelor of Science (BS), Banking and Finance
Fort Hays State University 2009 — 2011
Criminal Justice and Corrections
Navy JAG Legalman School 2000 — 2000
Navy Aviation Ordnanceman School 1998 — 1998
Brady Mattison's Edward Jones Experience May 2013 - December 2013
Job Mortgage Loan Processor
Industry Banking
Experience
US Bank Home Mortgages February 2015 - Present
U.S. Bank December 2013 - February 2015
Edward Jones May 2013 - December 2013
PepsiCo - Pepsi Beverages Company December 2012 - May 2013
PepsiCo - Pepsi Beverages Company August 2012 - December 2012
Pepsi Beverages Company January 2012 - August 2012
Pepsi Beverages Company May 2011 - January 2012
Pepsi Beverages Company April 2010 - May 2011
Pepsi Beverages Company April 2009 - April 2010
Skills
Customer Service, Marketing, New Business Development, Management, Sales, Strategic Planning, Time Management, Team Building, Social Networking, Public Speaking, Research
Education
Fort Hays State University 2007 — 2011
Bachelor, Finance; Financial Planning
US Bank Home Mortgages February 2015 - Present
U.S. Bank December 2013 - February 2015
Edward Jones May 2013 - December 2013
PepsiCo - Pepsi Beverages Company December 2012 - May 2013
PepsiCo - Pepsi Beverages Company August 2012 - December 2012
Pepsi Beverages Company January 2012 - August 2012
Pepsi Beverages Company May 2011 - January 2012
Pepsi Beverages Company April 2010 - May 2011
Pepsi Beverages Company April 2009 - April 2010
Skills
Customer Service, Marketing, New Business Development, Management, Sales, Strategic Planning, Time Management, Team Building, Social Networking, Public Speaking, Research
Education
Fort Hays State University 2007 — 2011
Bachelor, Finance; Financial Planning
Albert Smothers, MBA, Ph.D. Albert Smothers, MBA, Ph.D.'s Edward Jones Experience June 2006 - March 2007
Job Director of Academic Affairs at University of Phoenix
Industry Higher Education
Experience
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
Lisa Piechocki, CPP Lisa Piechocki, CPP's Edward Jones Experience July 2003 - July 2004
Job HR Coordinator University of Alaska Fairbanks
Industry Human Resources
Experience
University of Alaska Fairbanks April 2013 - Present
Denali State Bank March 2009 - March 2013
Fred Meyer July 2004 - March 2009
Edward Jones July 2003 - July 2004
Borders July 2002 - July 2003
Whole Foods Market May 1995 - June 2002
Whole Foods Market September 1988 - May 1995
Skills
Payroll, Employee Benefits, Leadership, FMLA, Human Resources, Microsoft Office, Customer Service, Payroll Taxes, ADP Payroll, PeopleSoft, Employee Relations, Training, Benefits Administration, Higher Education, Accounts Receivable, Employee Management, Kronos, Data Entry, Team Building, Policy, Microsoft Excel, Customer Service..., Inventory Management, Margin Performance, Higher Education..., Banner Finance
Education
University of Alaska Fairbanks 2014 — 2018
Bachelor of Arts (B.A.) in progress, English Language and Literature/Letters - Minor Applied Business, 4.0
American Payroll Association 2012 — 2012
Certification, CPP - Certified Payroll Professional
University of California, Berkeley 1992 — 1994
Business Administration, Management and Operations
Fort Lewis College 1986 — 1987
University of Alaska Fairbanks April 2013 - Present
Denali State Bank March 2009 - March 2013
Fred Meyer July 2004 - March 2009
Edward Jones July 2003 - July 2004
Borders July 2002 - July 2003
Whole Foods Market May 1995 - June 2002
Whole Foods Market September 1988 - May 1995
Skills
Payroll, Employee Benefits, Leadership, FMLA, Human Resources, Microsoft Office, Customer Service, Payroll Taxes, ADP Payroll, PeopleSoft, Employee Relations, Training, Benefits Administration, Higher Education, Accounts Receivable, Employee Management, Kronos, Data Entry, Team Building, Policy, Microsoft Excel, Customer Service..., Inventory Management, Margin Performance, Higher Education..., Banner Finance
Education
University of Alaska Fairbanks 2014 — 2018
Bachelor of Arts (B.A.) in progress, English Language and Literature/Letters - Minor Applied Business, 4.0
American Payroll Association 2012 — 2012
Certification, CPP - Certified Payroll Professional
University of California, Berkeley 1992 — 1994
Business Administration, Management and Operations
Fort Lewis College 1986 — 1987
Josh Lynch, CFA's Edward Jones Experience May 2009 - November 2009
Job Director of Portfolio Management at SWBC Investment Services, LLC
Industry Financial Services
Experience
SWBC Investment Services, LLC June 2011 - Present
Merrill Lynch November 2009 - June 2011
Edward Jones May 2009 - November 2009
R.W. Smith & Co. December 2007 - May 2009
Enterprise Holdings October 1996 - December 2007
Skills
Portfolio Management, Alternative Investments, Wealth Management, Securities, Asset Allocation, Investments, Wealth Management..., Financial Services, Insurance, Series 63, Wealth Accumulation, FINRA, Wealth, Series 7, Finance, Mutual Funds
Education
Florida State University 1990 — 1995
BA, History, Economics
SWBC Investment Services, LLC June 2011 - Present
Merrill Lynch November 2009 - June 2011
Edward Jones May 2009 - November 2009
R.W. Smith & Co. December 2007 - May 2009
Enterprise Holdings October 1996 - December 2007
Skills
Portfolio Management, Alternative Investments, Wealth Management, Securities, Asset Allocation, Investments, Wealth Management..., Financial Services, Insurance, Series 63, Wealth Accumulation, FINRA, Wealth, Series 7, Finance, Mutual Funds
Education
Florida State University 1990 — 1995
BA, History, Economics
Katie Luster's Edward Jones Experience December 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
TalentPlus Universal April 2013 - January 2015
Wilshire Austin June 2014 - July 2014
The Goddard School November 2006 - June 2014
Post Holdings, Inc. October 2012 - May 2013
St. Louis Cardinals April 2009 - October 2012
All Dressed in White Wedding Consulting and Design January 2007 - June 2010
Skills
Event Planning, Social Media, Facebook, Management, Nonprofits, Employee Relations, Human Resources, Customer Service, Event Management, Newsletters, Social Networking, Research, Public Relations, Non-profits, Public Speaking
Education
Fontbonne University 2006 — 2009
Bachelor of Arts, Communication Studies
Lindenwood University 2005 — 2006
Mass Communications
Edward Jones December 2014 - Present
TalentPlus Universal April 2013 - January 2015
Wilshire Austin June 2014 - July 2014
The Goddard School November 2006 - June 2014
Post Holdings, Inc. October 2012 - May 2013
St. Louis Cardinals April 2009 - October 2012
All Dressed in White Wedding Consulting and Design January 2007 - June 2010
Skills
Event Planning, Social Media, Facebook, Management, Nonprofits, Employee Relations, Human Resources, Customer Service, Event Management, Newsletters, Social Networking, Research, Public Relations, Non-profits, Public Speaking
Education
Fontbonne University 2006 — 2009
Bachelor of Arts, Communication Studies
Lindenwood University 2005 — 2006
Mass Communications
Manford Laws's Edward Jones Experience July 2013 - September 2014
Job FA Integration: Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Edward Jones July 2013 - September 2014
FA Integrations February 2012 - July 2013
Tallahassee Democrat January 2011 - May 2011
Buck Lake Elementary August 2009 - January 2011
Skills
Sales, Financial Services, Technical Writing, Public Speaking, Microsoft Office, Marketing Communications, Employee Training, Sports, Transition Management, ACATS, New Account Opening, Document Management, Stressful Situations, Communication Skills, Graphic Design, New Media, Adobe Creative Suite, New Business Development
Education
Florida State University 2007 — 2011
Bachelor of Arts, Editing, Writing, Media
James Cook University 2009 — 2009
Australian Culture
Wells Fargo Advisors September 2014 - Present
Edward Jones July 2013 - September 2014
FA Integrations February 2012 - July 2013
Tallahassee Democrat January 2011 - May 2011
Buck Lake Elementary August 2009 - January 2011
Skills
Sales, Financial Services, Technical Writing, Public Speaking, Microsoft Office, Marketing Communications, Employee Training, Sports, Transition Management, ACATS, New Account Opening, Document Management, Stressful Situations, Communication Skills, Graphic Design, New Media, Adobe Creative Suite, New Business Development
Education
Florida State University 2007 — 2011
Bachelor of Arts, Editing, Writing, Media
James Cook University 2009 — 2009
Australian Culture
Keshia Harris Keshia Harris's Edward Jones Experience October 2008 - October 2010
Job Assistant Vice PresidentRisk Management Officer at St. Johns Bank
Industry Banking
Experience
St. Johns Bank January 2014 - Present
First Class Barbershop November 2005 - Present
Spectrum Brands/United Industries October 2010 - 2012
Edward Jones October 2008 - October 2010
BETTER FAMILY LIFE, INC 2008 - 2008
US Bank June 2000 - May 2007
SARA LEE CORPORATION 2007 - 2007
MAY CREDIT SERVICE CENTER August 1996 - June 2000
Skills
Customer Service, Word, Customer Relations, Lotus Notes, Access, Excel, Teamwork, Youth Development, Youth Work, Internet, Microsoft Office, Outlook, SAP, Negotiation, Non-profits, Mentoring, Microsoft Excel, Microsoft Word, Training, Analysis, Nonprofits, Leadership, Human Resources, Management, Recruiting, CRM, Coaching, Software Documentation, Time Management
Education
Fontbonne University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Fontbonne University 2004 — 2008
Bachelor, Business Administration
St. Johns Bank January 2014 - Present
First Class Barbershop November 2005 - Present
Spectrum Brands/United Industries October 2010 - 2012
Edward Jones October 2008 - October 2010
BETTER FAMILY LIFE, INC 2008 - 2008
US Bank June 2000 - May 2007
SARA LEE CORPORATION 2007 - 2007
MAY CREDIT SERVICE CENTER August 1996 - June 2000
Skills
Customer Service, Word, Customer Relations, Lotus Notes, Access, Excel, Teamwork, Youth Development, Youth Work, Internet, Microsoft Office, Outlook, SAP, Negotiation, Non-profits, Mentoring, Microsoft Excel, Microsoft Word, Training, Analysis, Nonprofits, Leadership, Human Resources, Management, Recruiting, CRM, Coaching, Software Documentation, Time Management
Education
Fontbonne University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Fontbonne University 2004 — 2008
Bachelor, Business Administration
Mark J. Dixon Mark J. Dixon's Edward Jones Experience January 1990 - June 1993
Job Vice President, Market Growth & Development Consultant, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2008 - Present
A.G. Edwards & Sons, Inc. January 1998 - April 2008
A.G. Edwards & Sons, Inc. August 1995 - December 1999
Advest, Inc. June 1993 - August 1995
Edward Jones January 1990 - June 1993
Commerce Bank January 1988 - May 1989
Skills
Retirement, Investments, Finance, Series 7, Equities, Equity Research, Portfolio Management, Retirement Planning, Series 63, Asset Allocation
Education
The American University 1986 — 1987
Bachelor of Science (BS), Marketing, 3.2
University of Missouri-Columbia 1983 — 1985
Chaminade College Preparatory 1976 — 1983
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.6
Wells Fargo Advisors July 2008 - Present
A.G. Edwards & Sons, Inc. January 1998 - April 2008
A.G. Edwards & Sons, Inc. August 1995 - December 1999
Advest, Inc. June 1993 - August 1995
Edward Jones January 1990 - June 1993
Commerce Bank January 1988 - May 1989
Skills
Retirement, Investments, Finance, Series 7, Equities, Equity Research, Portfolio Management, Retirement Planning, Series 63, Asset Allocation
Education
The American University 1986 — 1987
Bachelor of Science (BS), Marketing, 3.2
University of Missouri-Columbia 1983 — 1985
Chaminade College Preparatory 1976 — 1983
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.6
Brandee Chambers Brandee Chambers's Edward Jones Experience June 2007 - August 2013
Job HR Recruiter
Industry Human Resources
Experience
Bi-State Development Agency/Metro May 2015 - August 2015
PNC July 2014 - May 2015
YWCA of Metropolitan St. Louis December 2013 - April 2014
Edward Jones June 2007 - August 2013
Family Resource Center April 2006 - March 2007
Skills
Talent Management, Onboarding, Talent Acquisition, Recruiting, Coaching, Sourcing, Human Resources, Applicant Tracking..., HRIS, PeopleSoft, Interviews, Customer Service, Employee Relations, College Recruiting, Benefits Administration
Education
Fontbonne University 2007 — 2009
Bachelor of Arts (B.A.), Organizational Behavior Studies
Bi-State Development Agency/Metro May 2015 - August 2015
PNC July 2014 - May 2015
YWCA of Metropolitan St. Louis December 2013 - April 2014
Edward Jones June 2007 - August 2013
Family Resource Center April 2006 - March 2007
Skills
Talent Management, Onboarding, Talent Acquisition, Recruiting, Coaching, Sourcing, Human Resources, Applicant Tracking..., HRIS, PeopleSoft, Interviews, Customer Service, Employee Relations, College Recruiting, Benefits Administration
Education
Fontbonne University 2007 — 2009
Bachelor of Arts (B.A.), Organizational Behavior Studies
Abdeel Rodriguez Abdeel Rodriguez's Edward Jones Experience November 2010 - March 2012
Job Regional Account Manager at Sapa Extrusions North America
Industry Automotive
Experience
Sapa Extrusions North America Account ExecutiveREDD TEAMJune 2013 - August 2014
CarBucks Floor Plan March 2012 - 2013
Edward Jones November 2010 - March 2012
Sapa Extrusions North America November 2007 - November 2010
Hydro Aluminum North America May 1997 - November 2007
Skills
30 years in the..., Fluent in both English..., Cold Calling, Pricing, Strategic Planning, Sales Operations, Management, Sales, Forecasting, New Business Development, Contract Negotiation, Lean Manufacturing, Manufacturing, Business Development, Sales Management, Purchasing, Operations Management, Leadership, Negotiation, Product Development, Team Building, Team Leadership, Inventory Management, Budgets, Continuous Improvement, Key Account Management, Process Improvement, Account Management, Six Sigma
Education
Florida International University 1979 — 1983
Bachelor of Science, Mechanical Engineering
University of Miami 1978 — 1979
Transferred Universities and Major, Architecture
Miami Dade Community College 1975 — 1978
Associate in Arts, Architecture
Sapa Extrusions North America Account ExecutiveREDD TEAMJune 2013 - August 2014
CarBucks Floor Plan March 2012 - 2013
Edward Jones November 2010 - March 2012
Sapa Extrusions North America November 2007 - November 2010
Hydro Aluminum North America May 1997 - November 2007
Skills
30 years in the..., Fluent in both English..., Cold Calling, Pricing, Strategic Planning, Sales Operations, Management, Sales, Forecasting, New Business Development, Contract Negotiation, Lean Manufacturing, Manufacturing, Business Development, Sales Management, Purchasing, Operations Management, Leadership, Negotiation, Product Development, Team Building, Team Leadership, Inventory Management, Budgets, Continuous Improvement, Key Account Management, Process Improvement, Account Management, Six Sigma
Education
Florida International University 1979 — 1983
Bachelor of Science, Mechanical Engineering
University of Miami 1978 — 1979
Transferred Universities and Major, Architecture
Miami Dade Community College 1975 — 1978
Associate in Arts, Architecture
Tim Kertz, CFP® Tim Kertz, CFP®'s Edward Jones Experience February 2001 - January 2005
Job Senior Vice President Complex Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2008 - Present
Wells Fargo Advisors May 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Edward Jones February 2001 - January 2005
Skills
Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation
Education
Fontbonne University 1995 — 1999
BSBA, BUSINESS ADMINISTRATION, CONCENTRATION IN FINANCE
Valle Catholic
Wells Fargo Advisors November 2008 - Present
Wells Fargo Advisors May 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Edward Jones February 2001 - January 2005
Skills
Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation
Education
Fontbonne University 1995 — 1999
BSBA, BUSINESS ADMINISTRATION, CONCENTRATION IN FINANCE
Valle Catholic
Jerome Simmons Jerome Simmons's Edward Jones Experience January 2010 - May 2010
Job Senior Research Associate at James H. Lowry & Associates
Industry Management Consulting
Experience
Management Leadership for Tomorrow (MLT) February 2015 - Present
James H. Lowry & Associates April 2011 - Present
Four Seasons Hotels and Resorts September 2010 - March 2011
Simmons & Associates July 2008 - September 2010
Edward Jones January 2010 - May 2010
Student Endowment Investment Group August 2008 - May 2010
Camp Lincoln June 2009 - August 2009
Skills
Research, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Data Analysis, Financial Modeling, Microsoft Word, Statistics, PowerPoint, Financial Analysis, Fundraising, Non-profits, Social Media, Event Planning, Customer Service, Critical Thinking, Management, Nonprofits, Training
Education
Northwestern University 2012 — 2013
Post-Baccalaureate Certificate, Business Analysis
Grinnell College 2006 — 2010
Bachelor of Arts, Economics
Francis W. Parker School 2002 — 2006
High School Diploma
Management Leadership for Tomorrow (MLT) February 2015 - Present
James H. Lowry & Associates April 2011 - Present
Four Seasons Hotels and Resorts September 2010 - March 2011
Simmons & Associates July 2008 - September 2010
Edward Jones January 2010 - May 2010
Student Endowment Investment Group August 2008 - May 2010
Camp Lincoln June 2009 - August 2009
Skills
Research, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Data Analysis, Financial Modeling, Microsoft Word, Statistics, PowerPoint, Financial Analysis, Fundraising, Non-profits, Social Media, Event Planning, Customer Service, Critical Thinking, Management, Nonprofits, Training
Education
Northwestern University 2012 — 2013
Post-Baccalaureate Certificate, Business Analysis
Grinnell College 2006 — 2010
Bachelor of Arts, Economics
Francis W. Parker School 2002 — 2006
High School Diploma
Kenny Koehler Kenny Koehler's Edward Jones Experience 2006 - 2007
Job
Industry Media Production
Experience
Pro Tool Reviews October 2013 - Present
Mitchell's Coffee House June 2013 - March 2014
School Board of Highlands County 2007 - 2013
Edward Jones 2006 - 2007
Short Environmental Laboratories, Inc. 2001 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Environmental Science, Earth Science, Mathematics, Science, Cardiovascular Fitness, Fitness Training, Sports Nutrition, Long Distance Running, Cycling, Analytic Problem Solving, Advertising, Sales, Marketing Strategy
Education
Florida Southern College 1997 — 2001
Bachelor of Science, Biology, minor Chemistry
Pro Tool Reviews October 2013 - Present
Mitchell's Coffee House June 2013 - March 2014
School Board of Highlands County 2007 - 2013
Edward Jones 2006 - 2007
Short Environmental Laboratories, Inc. 2001 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Environmental Science, Earth Science, Mathematics, Science, Cardiovascular Fitness, Fitness Training, Sports Nutrition, Long Distance Running, Cycling, Analytic Problem Solving, Advertising, Sales, Marketing Strategy
Education
Florida Southern College 1997 — 2001
Bachelor of Science, Biology, minor Chemistry
Kevin Richards, RFC Kevin Richards, RFC's Edward Jones Experience April 2007 - November 2009
Job CEO & Financial Advisor at KNR Consulting Group, Inc.
Industry Financial Services
Experience
KNR Consulting Group May 2012 - Present
William Jordan Associates, Inc. May 2012 - October 2014
Accelerated Capital Group November 2009 - May 2011
Edward Jones April 2007 - November 2009
Skills
Public Speaking, Life Insurance, Long Term Care Insurance, Strategic Financial..., Management, Investment Strategies, Writing, Property Management, Annuity Sales, Social Security, Veterans Benefits, Long-term Care, College Savings Plans, Fixed Annuities, Retirement, Retirement Planning, Variable Annuities, Estate Planning, Investments, 401k, IRAs, Health Insurance, Mutual Funds, Series 7, Wealth Management, Employee Benefits, Financial Advisory, Financial Planners, Disability Insurance, Investment Advisory, Wealth, Small Business, Finance, Mortgage Lending, Asset Allocation, Asset Management, Insurance, 401k Rollovers, Portfolio Management, Roth IRA, Financial Services, Term Life Insurance, Wealth Accumulation, Securities, Series 63, Residential Mortgages, Uniform Combined State..., Wealth Management..., Loans, Series 6
Education
University of Southern California - Marshall School of Business 2006 — 2006
University of South Florida 1993 — 1995
AA, Communication
Florida State University 1992 — 1993
Communication
KNR Consulting Group May 2012 - Present
William Jordan Associates, Inc. May 2012 - October 2014
Accelerated Capital Group November 2009 - May 2011
Edward Jones April 2007 - November 2009
Skills
Public Speaking, Life Insurance, Long Term Care Insurance, Strategic Financial..., Management, Investment Strategies, Writing, Property Management, Annuity Sales, Social Security, Veterans Benefits, Long-term Care, College Savings Plans, Fixed Annuities, Retirement, Retirement Planning, Variable Annuities, Estate Planning, Investments, 401k, IRAs, Health Insurance, Mutual Funds, Series 7, Wealth Management, Employee Benefits, Financial Advisory, Financial Planners, Disability Insurance, Investment Advisory, Wealth, Small Business, Finance, Mortgage Lending, Asset Allocation, Asset Management, Insurance, 401k Rollovers, Portfolio Management, Roth IRA, Financial Services, Term Life Insurance, Wealth Accumulation, Securities, Series 63, Residential Mortgages, Uniform Combined State..., Wealth Management..., Loans, Series 6
Education
University of Southern California - Marshall School of Business 2006 — 2006
University of South Florida 1993 — 1995
AA, Communication
Florida State University 1992 — 1993
Communication
Chris H. Boice Chris H. Boice's Edward Jones Experience November 2006 - August 2007
Job Independent Business Owner/ Business Executive
Industry Insurance
Experience
Pilot Catastrophe Service 2004 - Present
Cunningham Lindsey 2013 - 2013
Edward Jones November 2006 - August 2007
Galloping Garden 2001 - 2005
Hawaii Careers 2003 - 2004
Wyland Worldwide March 2001 - December 2003
Allstate 1988 - 2000
The Ritz-Carlton Hotel Company L.L.C. 1986 - 1987
Skills
Small Business, Management, Insurance, Sales, Insurance Adjusting
Education
Florida State University - College of Business 1984 — 1985
Bachelor of Business Administration (BBA), Hotel, Motel, and Restaurant Management
University of Florida
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Youract Acting
Pilot Catastrophe Service 2004 - Present
Cunningham Lindsey 2013 - 2013
Edward Jones November 2006 - August 2007
Galloping Garden 2001 - 2005
Hawaii Careers 2003 - 2004
Wyland Worldwide March 2001 - December 2003
Allstate 1988 - 2000
The Ritz-Carlton Hotel Company L.L.C. 1986 - 1987
Skills
Small Business, Management, Insurance, Sales, Insurance Adjusting
Education
Florida State University - College of Business 1984 — 1985
Bachelor of Business Administration (BBA), Hotel, Motel, and Restaurant Management
University of Florida
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Youract Acting
necole miller necole miller's Edward Jones Experience 2008 - 2009
Job Practice Coordinator at Mercy Clinic Blue Fish Pediatrics
Industry Human Resources
Experience
Mercy Clinic Blue Fish Pediatrics May 2009 - Present
Edward Jones 2008 - 2009
SSM Health Care May 1998 - June 2008
Skills
Recruiting, Employee Benefits, Employee Relations, HRIS, HR Project Management, Team Leadership, Workers Compensation
Education
Fontbonne University
Master's degree, Human Resources Management/Personnel Administration, General
Southeast Missouri State University
Bachelor of Arts (B.A.), Vocal Music
Mercy Clinic Blue Fish Pediatrics May 2009 - Present
Edward Jones 2008 - 2009
SSM Health Care May 1998 - June 2008
Skills
Recruiting, Employee Benefits, Employee Relations, HRIS, HR Project Management, Team Leadership, Workers Compensation
Education
Fontbonne University
Master's degree, Human Resources Management/Personnel Administration, General
Southeast Missouri State University
Bachelor of Arts (B.A.), Vocal Music
Ebony Beattle-Benson Ebony Beattle-Benson's Edward Jones Experience July 2014 - Present
Job Solutions Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Cuetopia II Bar & Grill October 2012 - Present
Edward Jones Trust Company April 2000 - June 2014
Skills
Access, Business Development, Credit, Estate Planning, Marketing Strategy, Finance, New Business Development, Retirement Planning, Strategy, Team Building, Training, Trust Services, Wealth Management
Education
Fontbonne University 1994 — 2010
Bachelor of Arts (B.A.), Organizational Behavior Studies
Fontbonne University 1994 — 2010
Master of Arts (M.A.), Business Administration and Management, General
Edward Jones July 2014 - Present
Cuetopia II Bar & Grill October 2012 - Present
Edward Jones Trust Company April 2000 - June 2014
Skills
Access, Business Development, Credit, Estate Planning, Marketing Strategy, Finance, New Business Development, Retirement Planning, Strategy, Team Building, Training, Trust Services, Wealth Management
Education
Fontbonne University 1994 — 2010
Bachelor of Arts (B.A.), Organizational Behavior Studies
Fontbonne University 1994 — 2010
Master of Arts (M.A.), Business Administration and Management, General
Eric Gagne's Edward Jones Experience January 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
MetLife Investors October 2007 - December 2013
NewAlliance Bank 2005 - 2007
Skills
Investments, Financial Services, Insurance, Retirement, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Term Life Insurance, Fixed Annuities, Life Insurance
Education
Framingham State College 2000 — 2004
Bachelor of Science (B.S.), Political Science and Government
Manchester High School 1997 — 2000
High School Diploma
Edward Jones January 2014 - Present
MetLife Investors October 2007 - December 2013
NewAlliance Bank 2005 - 2007
Skills
Investments, Financial Services, Insurance, Retirement, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Term Life Insurance, Fixed Annuities, Life Insurance
Education
Framingham State College 2000 — 2004
Bachelor of Science (B.S.), Political Science and Government
Manchester High School 1997 — 2000
High School Diploma
Brandy Butler Brandy Butler's Edward Jones Experience July 2007 - Present
Job QA Environment Engineer
Industry Financial Services
Experience
Scottrade September 2011 - Present
Edward Jones July 2007 - Present
Edward Jones September 2000 - Present
G. Edwards October 2006 - July 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Edward Jones 2000 - 2007
Edward Jones February 2005 - October 2006
Edward Jones September 2000 - February 2005
Skills
System Testing, Test Planning, Defect Tracking, Traceability Matrix, Performance Testing
Education
Fontbonne University 2004 — 2006
Masters, Business Administration
Lincoln University (MO) 1996 — 2000
Bachelor, Computer Information Technology
Lincoln University, Jefferson
Bachelor of Science, Computer Information Systems; Business Administration
Fontbonne University
Master of Science, Business Administration
University of MO St. Louis
Scottrade September 2011 - Present
Edward Jones July 2007 - Present
Edward Jones September 2000 - Present
G. Edwards October 2006 - July 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Edward Jones 2000 - 2007
Edward Jones February 2005 - October 2006
Edward Jones September 2000 - February 2005
Skills
System Testing, Test Planning, Defect Tracking, Traceability Matrix, Performance Testing
Education
Fontbonne University 2004 — 2006
Masters, Business Administration
Lincoln University (MO) 1996 — 2000
Bachelor, Computer Information Technology
Lincoln University, Jefferson
Bachelor of Science, Computer Information Systems; Business Administration
Fontbonne University
Master of Science, Business Administration
University of MO St. Louis
Katie Goodman Katie Goodman's Edward Jones Experience March 2015 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones October 2012 - February 2015
American Equity Mortgage February 2011 - October 2012
Bankers Life and Casualty 2010 - 2010
TAG, Inc January 2009 - December 2009
Dillards December 2004 - December 2008
Skills
Talent Acquisition, Sourcing, Interviewing, Coaching, Training & Development, Recruitment/Retention, Sales Management, Sales Recruitment, Job Descriptions, Job Fairs, Job Posting, Recruiting, Interviews, Sales, Employee Training
Education
Fontbonne University 2000 — 2004
Fashion Merchandising
Edward Jones March 2015 - Present
Edward Jones October 2012 - February 2015
American Equity Mortgage February 2011 - October 2012
Bankers Life and Casualty 2010 - 2010
TAG, Inc January 2009 - December 2009
Dillards December 2004 - December 2008
Skills
Talent Acquisition, Sourcing, Interviewing, Coaching, Training & Development, Recruitment/Retention, Sales Management, Sales Recruitment, Job Descriptions, Job Fairs, Job Posting, Recruiting, Interviews, Sales, Employee Training
Education
Fontbonne University 2000 — 2004
Fashion Merchandising
Eric Townsend's Edward Jones Experience March 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Hospital & Health Care
Experience
Edward Jones March 2015 - Present
Grand Villa April 2014 - December 2014
Brentwood at Fore Ranch March 2012 - January 2014
Emeritus July 2003 - January 2012
Skills
Sales Management, Marketing, Operations Management, Accounting, Program Development, Start-ups, Alzheimer's Care, Leadership Development, Budgets, Management
Education
Florida State University 1990 — 1992
Bachelor of Arts, Marketing
Central Florida Community College 1986 — 1989
Business Administration and Accounting
Edward Jones March 2015 - Present
Grand Villa April 2014 - December 2014
Brentwood at Fore Ranch March 2012 - January 2014
Emeritus July 2003 - January 2012
Skills
Sales Management, Marketing, Operations Management, Accounting, Program Development, Start-ups, Alzheimer's Care, Leadership Development, Budgets, Management
Education
Florida State University 1990 — 1992
Bachelor of Arts, Marketing
Central Florida Community College 1986 — 1989
Business Administration and Accounting
Heather Turbedsky Heather Turbedsky's Edward Jones Experience August 2013 - Present
Job Senior Performance Development Specialist at Edward Jones
Industry Pharmaceuticals
Experience
Edward Jones August 2013 - Present
Express Scripts November 2006 - August 2013
MassMutual Financial Group May 2005 - August 2005
Skills
Organizational..., Change Management, Leadership Development, Team Building, Organizational..., Performance Management, Talent Management, Succession Management, Project Management, Surveys and Assessments, Employee Engagement, Strategic Planning, Leadership Coaching, Development Planning, Facilitation, Consulting
Education
Florida State University
Bachelor's Degree, Sociology; Dual Minors Business and Communications
Springfield College
MS, Industrial/Organizational Psychology
Edward Jones August 2013 - Present
Express Scripts November 2006 - August 2013
MassMutual Financial Group May 2005 - August 2005
Skills
Organizational..., Change Management, Leadership Development, Team Building, Organizational..., Performance Management, Talent Management, Succession Management, Project Management, Surveys and Assessments, Employee Engagement, Strategic Planning, Leadership Coaching, Development Planning, Facilitation, Consulting
Education
Florida State University
Bachelor's Degree, Sociology; Dual Minors Business and Communications
Springfield College
MS, Industrial/Organizational Psychology
Scott I. Gutman, CFP®'s Edward Jones Experience October 2006 - January 2012
Job Wealth Advisor, Founder & Owner at SGI Wealth Management
Industry Investment Management
Experience
SGI Wealth Management January 2012 - Present
Edward Jones October 2006 - January 2012
IBM January 2001 - October 2006
Skills
Retirement Income..., Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, 401k, Mutual Funds, Bonds, Small Business, Personal Finance, IRAs, Wealth Accumulation, Wealth Management..., ETFs, High Net Worth..., 401k Rollovers, Equities, Securities, Wealth, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Asset Management, Alternative Investments, Certified Financial..., Investment Advisory, Life Insurance, Term Life Insurance, Disability Insurance, Stocks, Financial Goals, 529 Plans, Long Term Care Insurance, Estate Planning, Finance, Insurance, Long-term Care, Retirement
Education
New York University 2011 — 2013
Executve Certificate in Financial Planning
Florida State University 1996 — 2000
Bachelor of Sciences, Finance & Real Estate
Mainland Regional High School 1992 — 1996
High School Degree
SGI Wealth Management January 2012 - Present
Edward Jones October 2006 - January 2012
IBM January 2001 - October 2006
Skills
Retirement Income..., Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, 401k, Mutual Funds, Bonds, Small Business, Personal Finance, IRAs, Wealth Accumulation, Wealth Management..., ETFs, High Net Worth..., 401k Rollovers, Equities, Securities, Wealth, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Asset Management, Alternative Investments, Certified Financial..., Investment Advisory, Life Insurance, Term Life Insurance, Disability Insurance, Stocks, Financial Goals, 529 Plans, Long Term Care Insurance, Estate Planning, Finance, Insurance, Long-term Care, Retirement
Education
New York University 2011 — 2013
Executve Certificate in Financial Planning
Florida State University 1996 — 2000
Bachelor of Sciences, Finance & Real Estate
Mainland Regional High School 1992 — 1996
High School Degree
Andy McClaflin's Edward Jones Experience June 2003 - July 2013
Job President at Aspen Wealth Strategies
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Aspen Wealth Strategies an Independent Firm July 2013 - Present
Edward Jones June 2003 - July 2013
Skills
Personal Financial..., Retirement Planning, Wealth Management, Retirement, Securities, Asset Allocation, IRAs, Wealth Management..., Term Life Insurance, Life Insurance, Wealth Accumulation, Long-term Care, Series 7
Education
Fort Hays State University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Raymond James Financial Inc. July 2013 - Present
Aspen Wealth Strategies an Independent Firm July 2013 - Present
Edward Jones June 2003 - July 2013
Skills
Personal Financial..., Retirement Planning, Wealth Management, Retirement, Securities, Asset Allocation, IRAs, Wealth Management..., Term Life Insurance, Life Insurance, Wealth Accumulation, Long-term Care, Series 7
Education
Fort Hays State University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Steve Menendez Steve Menendez's Edward Jones Experience May 2014 - Present
Job Sr. Compliance Officer
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Edward Jones March 2013 - Present
Pulse Trading 2007 - January 2013
Flagstone Securities 2004 - 2006
Rockhouse Securities 1999 - 2004
Huntleigh Securities Corporation October 1999 - October 2000
Stifel Nicolaus 1995 - 1999
Skills
Equities, Portfolio Management, Trading Systems, Electronic Trading, Equity Trading, Hedge Funds, Wealth Management, Asset Allocation, Finance, Trading, Insurance, Market Data, Fixed Income, Asset Allocation..., Estate and Legacy..., Wealth Preservation..., Portfolio Review, Strategic Planning, Business Retirement..., Fixed-income Investments, Annuities, Education Savings, Edward Jones Advisory..., Equity Investments, Individual Retirement...
Education
Fontbonne University
B.S.B.A, Finance
St. Mary's
University of Missouri-Saint Louis
Business/Finance
Edward Jones May 2014 - Present
Edward Jones March 2013 - Present
Pulse Trading 2007 - January 2013
Flagstone Securities 2004 - 2006
Rockhouse Securities 1999 - 2004
Huntleigh Securities Corporation October 1999 - October 2000
Stifel Nicolaus 1995 - 1999
Skills
Equities, Portfolio Management, Trading Systems, Electronic Trading, Equity Trading, Hedge Funds, Wealth Management, Asset Allocation, Finance, Trading, Insurance, Market Data, Fixed Income, Asset Allocation..., Estate and Legacy..., Wealth Preservation..., Portfolio Review, Strategic Planning, Business Retirement..., Fixed-income Investments, Annuities, Education Savings, Edward Jones Advisory..., Equity Investments, Individual Retirement...
Education
Fontbonne University
B.S.B.A, Finance
St. Mary's
University of Missouri-Saint Louis
Business/Finance
James Henry, CFP®, CRPC®'s Edward Jones Experience June 2014 - July 2014
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Oppenheimer & Co. Inc. July 2014 - September 2014
Edward Jones June 2014 - July 2014
Ameriprise Financial Services, Inc. May 2009 - June 2014
Ameriprise Financial Services, Inc. July 2007 - May 2009
Franklin Templeton Investments October 2002 - July 2007
Education
Florida State University 1998 — 1999
Bachelor of Science, Finance
Florida State University - College of Business 1998 — 1999
BS, Finance
Ameriprise Financial Services, Inc. September 2014 - Present
Oppenheimer & Co. Inc. July 2014 - September 2014
Edward Jones June 2014 - July 2014
Ameriprise Financial Services, Inc. May 2009 - June 2014
Ameriprise Financial Services, Inc. July 2007 - May 2009
Franklin Templeton Investments October 2002 - July 2007
Education
Florida State University 1998 — 1999
Bachelor of Science, Finance
Florida State University - College of Business 1998 — 1999
BS, Finance
Jeanne Jones Jeanne Jones's Edward Jones Experience June 2015 - Present
Job Analytics Operations Architect
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Skills
Business Analysis, Business Intelligence, Data Analysis, Data Warehousing
Education
Fontbonne University 2001 — 2005
Edward Jones June 2015 - Present
Skills
Business Analysis, Business Intelligence, Data Analysis, Data Warehousing
Education
Fontbonne University 2001 — 2005
Chad Ausley's Edward Jones Experience September 2011 - January 2012
Job Financial Analyst at Gannett
Industry Financial Services
Experience
Gannett September 2013 - Present
Ausley Associates, Inc January 2012 - September 2013
Edward Jones September 2011 - January 2012
Edward Jones December 2010 - September 2011
Ausley Associates, Inc June 2006 - November 2010
Ronoake College December 2007 - December 2008
St. Mary's Veterinary October 2005 - May 2006
Skills
FINRA Series 7 & 66..., Active Security..., Financial Analysis, Financial Planning, Risk Management, Investments, Retirement Planning, Analysis, Budgets, Financial Modeling, Business Planning, Strategic Financial..., Microsoft Excel, Finance, Financial Reporting, Program Management
Education
Florida State University 2006 — 2010
B.S, Finance and Entrepreneurship, 3.6 on a 4.0 scale
Florida State University - College of Business 2006 — 2010
B.S., Finance and Entrepreneurship
Gannett September 2013 - Present
Ausley Associates, Inc January 2012 - September 2013
Edward Jones September 2011 - January 2012
Edward Jones December 2010 - September 2011
Ausley Associates, Inc June 2006 - November 2010
Ronoake College December 2007 - December 2008
St. Mary's Veterinary October 2005 - May 2006
Skills
FINRA Series 7 & 66..., Active Security..., Financial Analysis, Financial Planning, Risk Management, Investments, Retirement Planning, Analysis, Budgets, Financial Modeling, Business Planning, Strategic Financial..., Microsoft Excel, Finance, Financial Reporting, Program Management
Education
Florida State University 2006 — 2010
B.S, Finance and Entrepreneurship, 3.6 on a 4.0 scale
Florida State University - College of Business 2006 — 2010
B.S., Finance and Entrepreneurship
Scott Ewing Scott Ewing's Edward Jones Experience December 2004 - February 2011
Job Chief Operating Officer at Angel Capital Group
Industry Venture Capital & Private Equity
Experience
Angel Capital Group July 2014 - Present
Clodico, Inc. May 2013 - February 2015
Venture Incite, Inc. February 2011 - June 2014
Lookdown Media, LLC September 2013 - March 2014
Edward Jones December 2004 - February 2011
United States Navy January 1985 - January 2005
Albertson, Sharp, Ewing, Inc. Architects and Engineers October 1983 - December 1984
Scott, Fitton and Company May 1983 - September 1983
Skills
Military, Security Clearance, Government, Operational Planning, DoD, Entrepreneurship, National Security, Start-ups, Venture Capital, Risk Management, Analysis, Cross-functional Team..., Proposal Writing, Strategic Leadership, Management Consulting, Team Leadership, Navy, Leadership Development, Defense, Organizational..., Policy, Leadership, Government Contracting, Operations Management, Training, Strategic Planning, Project Planning, Strategy, Executive Management, Process Improvement, Program Management, Change Management, Investments, Business Strategy, Mergers & Acquisitions, Management, Business Development, Military Operations, Team Building, Security, Project Management, Intelligence, Financial Modeling, Military Experience, Strategic Partnerships
Education
Franklin & Marshall College 1979 — 1983
A.B.
Troy University 1990 — 1992
M.S.
University of Colorado Boulder 1994 — 1996
Strayer University (DC) 2002 — 2004
Executive Graduate Certificate
Naval War College 1994 — 1998
Diploma
Angel Capital Group July 2014 - Present
Clodico, Inc. May 2013 - February 2015
Venture Incite, Inc. February 2011 - June 2014
Lookdown Media, LLC September 2013 - March 2014
Edward Jones December 2004 - February 2011
United States Navy January 1985 - January 2005
Albertson, Sharp, Ewing, Inc. Architects and Engineers October 1983 - December 1984
Scott, Fitton and Company May 1983 - September 1983
Skills
Military, Security Clearance, Government, Operational Planning, DoD, Entrepreneurship, National Security, Start-ups, Venture Capital, Risk Management, Analysis, Cross-functional Team..., Proposal Writing, Strategic Leadership, Management Consulting, Team Leadership, Navy, Leadership Development, Defense, Organizational..., Policy, Leadership, Government Contracting, Operations Management, Training, Strategic Planning, Project Planning, Strategy, Executive Management, Process Improvement, Program Management, Change Management, Investments, Business Strategy, Mergers & Acquisitions, Management, Business Development, Military Operations, Team Building, Security, Project Management, Intelligence, Financial Modeling, Military Experience, Strategic Partnerships
Education
Franklin & Marshall College 1979 — 1983
A.B.
Troy University 1990 — 1992
M.S.
University of Colorado Boulder 1994 — 1996
Strayer University (DC) 2002 — 2004
Executive Graduate Certificate
Naval War College 1994 — 1998
Diploma
Brad Wilson, CFP®, AAMS® Brad Wilson, CFP®, AAMS®'s Edward Jones Experience June 2005 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones June 2005 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., 401k Rollovers, FINRA, Finance, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Risk Management, Investments, Retirement, Series 63, Asset Managment, Credit, Estate Planning, Securities
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Management
Syracuse University 1986 — 1990
BS, Finance
Morristown High School 1982 — 1986
Edward Jones June 2005 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., 401k Rollovers, FINRA, Finance, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Risk Management, Investments, Retirement, Series 63, Asset Managment, Credit, Estate Planning, Securities
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Management
Syracuse University 1986 — 1990
BS, Finance
Morristown High School 1982 — 1986
Panteleey Boiadjiev's Edward Jones Experience 2011 - 2011
Job Trading Liaison at Investment firm
Industry Financial Services
Experience
Investment firm August 2014 - Present
Wells Fargo Advisors October 2011 - July 2014
Commerce Bank August 2010 - April 2011
Value City Furniture/ American Signature Furniture June 2009 - April 2011
Edward Jones 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DOS, FrontPage, Phone Skills, Accounting, Test Data, Customer Service, Highly detail oriented, High Level Of Accuracy, Organized Multi-tasker, Drive to Achieve, Spreadsheets, Securities, Data Entry, Access, Outlook, Time Management, Critical Thinking, Accounts Receivable, Leadership, Banking, Finance, Teamwork, Employee Training, Accounts Payable, 10 Key, Microsoft Office 2007, Data Analysis, PowerPoint
Education
Fontbonne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Investment firm August 2014 - Present
Wells Fargo Advisors October 2011 - July 2014
Commerce Bank August 2010 - April 2011
Value City Furniture/ American Signature Furniture June 2009 - April 2011
Edward Jones 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DOS, FrontPage, Phone Skills, Accounting, Test Data, Customer Service, Highly detail oriented, High Level Of Accuracy, Organized Multi-tasker, Drive to Achieve, Spreadsheets, Securities, Data Entry, Access, Outlook, Time Management, Critical Thinking, Accounts Receivable, Leadership, Banking, Finance, Teamwork, Employee Training, Accounts Payable, 10 Key, Microsoft Office 2007, Data Analysis, PowerPoint
Education
Fontbonne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Jamie Wolcott's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Retirement Planning, Series 7, College Savings Plans, Retirement, Public Speaking, Wealth Management, Mutual Funds, Investment Advisory, Succession Planning, Personal Budgeting, Business Retirement...
Education
Florida State University
Edward Jones
Skills
Retirement Planning, Series 7, College Savings Plans, Retirement, Public Speaking, Wealth Management, Mutual Funds, Investment Advisory, Succession Planning, Personal Budgeting, Business Retirement...
Education
Florida State University
Brittany Goodman's Edward Jones Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2012 - Present
UTC Fire & Security August 2011 - September 2012
MediaPlus Consulting, Ltd August 2009 - December 2010
Skills
CRM, Management, International Business, Financial Analysis, Market Research, Leadership, Project Management, Sales, Finance, Analysis, Strategic Financial..., Marketing Strategy, Customer Service, Financial Planning
Education
Florida State University - College of Business 2005 — 2009
B.S., International Business, Marketing, Spanish
Edward Jones September 2012 - Present
UTC Fire & Security August 2011 - September 2012
MediaPlus Consulting, Ltd August 2009 - December 2010
Skills
CRM, Management, International Business, Financial Analysis, Market Research, Leadership, Project Management, Sales, Finance, Analysis, Strategic Financial..., Marketing Strategy, Customer Service, Financial Planning
Education
Florida State University - College of Business 2005 — 2009
B.S., International Business, Marketing, Spanish
Jason Atha's Edward Jones Experience June 2001 - May 2004
Job Business Development Business Process Outsourcing Commercial Healthcare Payers
Industry Outsourcing/Offshoring
Experience
Xerox November 2013 - Present
Georgia Tech Business Network July 2011 - December 2014
Payscape Advisors March 2011 - November 2013
Findlay November 2009 - March 2011
Crown Funding Group, Inc. December 2008 - January 2010
BrandBank March 2006 - September 2008
American Equity Mortgage 2004 - 2006
Edward Jones June 2001 - May 2004
Salomon Smith Barney July 1999 - August 2000
Skills
Business Process..., Customer Experience..., Process Optimization, Cost Reduction, Business Development, Strategy, Sales, New Business Development, Marketing Strategy, Management, Leadership, Banking, Marketing, Budgets, Small Business, Account Management, Strategic Planning, B2B, Finance, Lead Generation, Outsourcing, Recruiting, Training, Investments, Time Management, Sales Management, Salesforce.com, Direct Sales, Customer Service, Business Intelligence, Cold Calling
Education
Georgia Institute of Technology 1997 — 1999
Bachelors, Management
Florida State University 2000 — 2001
Masters, Sport Management
Xerox November 2013 - Present
Georgia Tech Business Network July 2011 - December 2014
Payscape Advisors March 2011 - November 2013
Findlay November 2009 - March 2011
Crown Funding Group, Inc. December 2008 - January 2010
BrandBank March 2006 - September 2008
American Equity Mortgage 2004 - 2006
Edward Jones June 2001 - May 2004
Salomon Smith Barney July 1999 - August 2000
Skills
Business Process..., Customer Experience..., Process Optimization, Cost Reduction, Business Development, Strategy, Sales, New Business Development, Marketing Strategy, Management, Leadership, Banking, Marketing, Budgets, Small Business, Account Management, Strategic Planning, B2B, Finance, Lead Generation, Outsourcing, Recruiting, Training, Investments, Time Management, Sales Management, Salesforce.com, Direct Sales, Customer Service, Business Intelligence, Cold Calling
Education
Georgia Institute of Technology 1997 — 1999
Bachelors, Management
Florida State University 2000 — 2001
Masters, Sport Management
Chris Peschel's Edward Jones Experience May 2007 - May 2010
Job Deacon for the Diocese of Fall River
Industry Religious Institutions
Experience
Diocese of Fall River December 2006 - Present
Edward Jones May 2007 - May 2010
Skills
Theology, Public Speaking, Fundraising, Volunteer Management, Teaching, Preaching, Nonprofits, Community Outreach, Religion, Youth Ministry, Pastoral Care, Editing, Stewardship, Liturgy
Education
St. John's Seminary 2010 — 2014
Master of Divinity (M.Div.) Master of Arts, Theology
St. Charles Borromeo Seminary 2006 — 2010
B.A., Philosophy
Franciscan University of Steubenville 2006 — 2007
Philosophy
Diocese of Fall River December 2006 - Present
Edward Jones May 2007 - May 2010
Skills
Theology, Public Speaking, Fundraising, Volunteer Management, Teaching, Preaching, Nonprofits, Community Outreach, Religion, Youth Ministry, Pastoral Care, Editing, Stewardship, Liturgy
Education
St. John's Seminary 2010 — 2014
Master of Divinity (M.Div.) Master of Arts, Theology
St. Charles Borromeo Seminary 2006 — 2010
B.A., Philosophy
Franciscan University of Steubenville 2006 — 2007
Philosophy
Alicia Fletcher, MSW Alicia Fletcher, MSW's Edward Jones Experience June 2007 - July 2008
Job Resource Coordinator at Southwest Airlines
Industry Higher Education
Experience
Southwest Airlines July 2010 - Present
University of Houston August 2008 - May 2010
University of Houston 2010 - 2010
Edward Jones June 2007 - July 2008
The Incarnate Word Foundation 2006 - 2007
NASW 2005 - 2005
Skills
Fundraising, Leadership, Philanthropy, Marketing, Volunteering, Business, Charities, Macro, Non-profits, Research, Public Speaking, Program Development
Education
University of Houston 2008 — 2010
Masters, Social Work with an emphasis in Non-Profit Management and Administration
Fontbonne University 2003 — 2007
Bachelors, Human Services with a double Minor in Sociology and Business Administration
Southwest Airlines July 2010 - Present
University of Houston August 2008 - May 2010
University of Houston 2010 - 2010
Edward Jones June 2007 - July 2008
The Incarnate Word Foundation 2006 - 2007
NASW 2005 - 2005
Skills
Fundraising, Leadership, Philanthropy, Marketing, Volunteering, Business, Charities, Macro, Non-profits, Research, Public Speaking, Program Development
Education
University of Houston 2008 — 2010
Masters, Social Work with an emphasis in Non-Profit Management and Administration
Fontbonne University 2003 — 2007
Bachelors, Human Services with a double Minor in Sociology and Business Administration
Steve Mensing Steve Mensing's Edward Jones Experience April 2011 - September 2012
Job Director of Security at Crowne Plaza® Hotels & Resorts
Industry Investment Management
Experience
Asymmetric Solutions January 2014 - Present
Eureka Search and Rescue September 2010 - Present
St. Clair Special Emergency Services June 2006 - Present
Crowne Plaza® Hotels & Resorts July 2014 - July 2015
St. John's Financial Services February 2013 - March 2014
Mensing Consulting Group, LLC 2001 - 2014
Edward Jones April 2011 - September 2012
Illinois Department of Corrections October 2004 - May 2009
Mc Kendree University 2008 - 2009
Illinois Department of Corrections June 2003 - October 2005
Skills
Counterterrorism, Emergency Management, Security, Police, Executive Protection, Criminal Justice, Enforcement, Private Investigations, Physical Security, Security Management, Surveillance, Program Management, Leadership, Background Checks, Firearms, Asset Protection, Risk Management, Corporate Security, Fraud, Criminal Investigations, Intelligence Analysis, Crisis Management, Risk Assessment, Policy, Public Safety, Team Building, Security Operations, Protection, Tactics, Training, Investigation, Security Clearance, Supervisory Skills, Homeland Security, Security Training, Workplace Safety, Industrial Safety, Risk Analysis, Organizational..., Police Instruction, Police Training, Policy Analysis, Training Delivery, Weapons Training, Weapons & Tactics..., Martial Arts Instruction, Investments, Crime Scene..., Conference Speaking, Fire Safety
Education
Webster University 2006 — 2008
M.A., Organizational and Business Security Management
Fontbonne University 2002 — 2004
MBA, Business
Fontbonne University
Bachelor's Degree, Business Management
The Great Courses
Asymmetric Solutions January 2014 - Present
Eureka Search and Rescue September 2010 - Present
St. Clair Special Emergency Services June 2006 - Present
Crowne Plaza® Hotels & Resorts July 2014 - July 2015
St. John's Financial Services February 2013 - March 2014
Mensing Consulting Group, LLC 2001 - 2014
Edward Jones April 2011 - September 2012
Illinois Department of Corrections October 2004 - May 2009
Mc Kendree University 2008 - 2009
Illinois Department of Corrections June 2003 - October 2005
Skills
Counterterrorism, Emergency Management, Security, Police, Executive Protection, Criminal Justice, Enforcement, Private Investigations, Physical Security, Security Management, Surveillance, Program Management, Leadership, Background Checks, Firearms, Asset Protection, Risk Management, Corporate Security, Fraud, Criminal Investigations, Intelligence Analysis, Crisis Management, Risk Assessment, Policy, Public Safety, Team Building, Security Operations, Protection, Tactics, Training, Investigation, Security Clearance, Supervisory Skills, Homeland Security, Security Training, Workplace Safety, Industrial Safety, Risk Analysis, Organizational..., Police Instruction, Police Training, Policy Analysis, Training Delivery, Weapons Training, Weapons & Tactics..., Martial Arts Instruction, Investments, Crime Scene..., Conference Speaking, Fire Safety
Education
Webster University 2006 — 2008
M.A., Organizational and Business Security Management
Fontbonne University 2002 — 2004
MBA, Business
Fontbonne University
Bachelor's Degree, Business Management
The Great Courses
Lee Polidoro, CIR's Edward Jones Experience February 2014 - Present
Job Financial Advisor Talent Acquisition at Edward Jones
Industry Staffing and Recruiting
Experience
Edward Jones February 2014 - Present
Fifth Third Bank December 2012 - February 2014
First Clearing, an Affiliate of Wells Fargo December 2010 - December 2012
The Primary Group July 2008 - October 2010
MadisonGunn 2007 - 2008
Airetel Staffing 2006 - 2007
Muller & Associates February 2000 - November 2004
Skills
Retained Search, Executive Search, Cold Calling, Headhunt, Financial Recruiting, Technical Recruiting, Talent Acquisition, Contract Recruitment, Sourcing, Recruiting, Staffing Services, Staff Augmentation, Permanent Placement, Internet Recruiting, Screening Resumes, Applicant Tracking..., Onboarding, Training, Temporary Placement, Employer Branding, Interviews, Leadership, Sales, CRM, IT Recruitment, Finance, Search, Management, Resume Writing, Temporary Staffing, Recruitment Advertising, Financial Services, Screening, Hiring, Social Networking, Job Fairs, Business Networking, RPO, Corporate Recruiting, Industrial Sector, Employee Benefits, Candidate Generation, Recruiters, Banking, Interview Preparation, Building Relationships, Relationship Building
Education
Franklin & Marshall College 1985 — 1989
BA, Government/Pre-Law & Drama
Edward Jones February 2014 - Present
Fifth Third Bank December 2012 - February 2014
First Clearing, an Affiliate of Wells Fargo December 2010 - December 2012
The Primary Group July 2008 - October 2010
MadisonGunn 2007 - 2008
Airetel Staffing 2006 - 2007
Muller & Associates February 2000 - November 2004
Skills
Retained Search, Executive Search, Cold Calling, Headhunt, Financial Recruiting, Technical Recruiting, Talent Acquisition, Contract Recruitment, Sourcing, Recruiting, Staffing Services, Staff Augmentation, Permanent Placement, Internet Recruiting, Screening Resumes, Applicant Tracking..., Onboarding, Training, Temporary Placement, Employer Branding, Interviews, Leadership, Sales, CRM, IT Recruitment, Finance, Search, Management, Resume Writing, Temporary Staffing, Recruitment Advertising, Financial Services, Screening, Hiring, Social Networking, Job Fairs, Business Networking, RPO, Corporate Recruiting, Industrial Sector, Employee Benefits, Candidate Generation, Recruiters, Banking, Interview Preparation, Building Relationships, Relationship Building
Education
Franklin & Marshall College 1985 — 1989
BA, Government/Pre-Law & Drama
Stacy Swiney Stacy Swiney's Edward Jones Experience April 2015 - Present
Job Performance Development Specialist Branch Development at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones April 2011 - April 2015
American Funds October 2007 - April 2011
World Savings, a Wells Fargo Company March 2001 - September 2007
Skills
Mortgage Lending, Mutual Funds, Retirement Savings, Operations Management, Project Management, Team Management, Organization, Time Management, Customer Service, Analytical Skills, Data Analysis, Regression Testing, Microsoft Office, Management, Accounting, Employee Training
Education
Saint Louis University 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Fontbonne University 1992 — 1994
Edward Jones April 2015 - Present
Edward Jones April 2011 - April 2015
American Funds October 2007 - April 2011
World Savings, a Wells Fargo Company March 2001 - September 2007
Skills
Mortgage Lending, Mutual Funds, Retirement Savings, Operations Management, Project Management, Team Management, Organization, Time Management, Customer Service, Analytical Skills, Data Analysis, Regression Testing, Microsoft Office, Management, Accounting, Employee Training
Education
Saint Louis University 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Fontbonne University 1992 — 1994
Jack Grover's Edward Jones Experience August 2011 - February 2013
Job Private Client Group at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel November 2013 - Present
Merrill Lynch February 2013 - November 2013
Edward Jones August 2011 - February 2013
Skills
Customer Service, Insurance, Customer Relations, Financial Advisory, Financial Risk..., Strategic Financial..., Estate Planning, Wealth Management, College Education..., Tax Advisory, Finance, Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Financial Services, Asset Management, Alternative Investments, 401k, Risk Management, IRAs, Personal Financial..., Business Planning, 401k Rollovers, Financial Planners, Hedge Funds, Valuation, Financial Planning
Education
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Sports Management
Stifel November 2013 - Present
Merrill Lynch February 2013 - November 2013
Edward Jones August 2011 - February 2013
Skills
Customer Service, Insurance, Customer Relations, Financial Advisory, Financial Risk..., Strategic Financial..., Estate Planning, Wealth Management, College Education..., Tax Advisory, Finance, Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Financial Services, Asset Management, Alternative Investments, 401k, Risk Management, IRAs, Personal Financial..., Business Planning, 401k Rollovers, Financial Planners, Hedge Funds, Valuation, Financial Planning
Education
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Sports Management
Kevin Alm Kevin Alm's Edward Jones Experience October 2002 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2002 - Present
Education
Washington University in St. Louis 2010 — 2012
MBA
Florida International University - College of Business Administration
Edward Jones October 2002 - Present
Education
Washington University in St. Louis 2010 — 2012
MBA
Florida International University - College of Business Administration
Kimberly Gerwel, CTFA Kimberly Gerwel, CTFA's Edward Jones Experience November 1999 - June 2011
Job Trust Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Edward Jones November 1999 - June 2011
Skills
Microsoft Excel, Microsoft Office, Banking, Customer Service, PowerPoint, Wealth Management, Retirement Planning, Trust Services, Trusts, Wealth Management..., Estate Administration, Trust Management, Wealth, Financial Services, IRAs, 401k, Charitable Trusts, 401k Rollovers, Roth IRA, Wills, Estate Planning
Education
Fontbonne University 2010 — 2012
Master of Business Administration (MBA)
Fontbonne University 2005 — 2008
Bachelor's of Business Administration, Business
TIAA-CREF June 2011 - Present
Edward Jones November 1999 - June 2011
Skills
Microsoft Excel, Microsoft Office, Banking, Customer Service, PowerPoint, Wealth Management, Retirement Planning, Trust Services, Trusts, Wealth Management..., Estate Administration, Trust Management, Wealth, Financial Services, IRAs, 401k, Charitable Trusts, 401k Rollovers, Roth IRA, Wills, Estate Planning
Education
Fontbonne University 2010 — 2012
Master of Business Administration (MBA)
Fontbonne University 2005 — 2008
Bachelor's of Business Administration, Business
Antoine Kyle Brandon's Edward Jones Experience January 2012 - August 2012
Job Research Analyst at City of Austin
Industry Public Policy
Experience
City of Austin June 2014 - Present
Florida Department of Financial Services June 2013 - June 2014
Florida Department of Financial Services January 2013 - June 2013
Florida State Board of Administration May 2012 - June 2013
Executive Office of the Governor May 2012 - August 2012
Edward Jones January 2012 - August 2012
Leon County Clerk of Courts Finance Division July 2011 - August 2011
Leon County Office of Management and Budget May 2011 - June 2011
Education
Florida State University 2009 — 2013
Bachelor of Science (B.SC.), Finance, Economics
City of Austin June 2014 - Present
Florida Department of Financial Services June 2013 - June 2014
Florida Department of Financial Services January 2013 - June 2013
Florida State Board of Administration May 2012 - June 2013
Executive Office of the Governor May 2012 - August 2012
Edward Jones January 2012 - August 2012
Leon County Clerk of Courts Finance Division July 2011 - August 2011
Leon County Office of Management and Budget May 2011 - June 2011
Education
Florida State University 2009 — 2013
Bachelor of Science (B.SC.), Finance, Economics
John Wokurka John Wokurka's Edward Jones Experience January 2000 - March 2003
Job Engineer in Boeing Research and Technology Group
Industry Aviation & Aerospace
Experience
Boeing June 2003 - Present
Edward Jones January 2000 - March 2003
Emerson Tool Company January 1999 - January 2000
Westar Engineering Services June 1997 - December 1999
Skills
Systems Engineering, Aerospace, Requirements Analysis, Simulations, Aircraft, Integration, Software Engineering, System Architecture, Testing, Program Management, Engineering Management, C++, Aviation, Requirements Management, Earned Value Management, Databases
Education
University Of MO at Rolla 1992 — 1997
BS Electrical Engineering, Computer Engineering
Fontbonne University 1999 — 2001
Masters of Business Administration, Technology
Boeing June 2003 - Present
Edward Jones January 2000 - March 2003
Emerson Tool Company January 1999 - January 2000
Westar Engineering Services June 1997 - December 1999
Skills
Systems Engineering, Aerospace, Requirements Analysis, Simulations, Aircraft, Integration, Software Engineering, System Architecture, Testing, Program Management, Engineering Management, C++, Aviation, Requirements Management, Earned Value Management, Databases
Education
University Of MO at Rolla 1992 — 1997
BS Electrical Engineering, Computer Engineering
Fontbonne University 1999 — 2001
Masters of Business Administration, Technology
Thomas Paz Thomas Paz's Edward Jones Experience September 1997 - September 2003
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc September 2003 - Present
Edward Jones September 1997 - September 2003
Education
CCCHS
Florida State University
BA
Seton Hall University
MA
Raymond James & Associates, Inc September 2003 - Present
Edward Jones September 1997 - September 2003
Education
CCCHS
Florida State University
BA
Seton Hall University
MA
Jamie Chapogas Jamie Chapogas's Edward Jones Experience February 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones February 2001 - Present
JCS Restaurant, Inc October 1989 - December 2000
Education
Florida International University
B.S., Hospitality Management/Tourism
Edward Jones February 2001 - Present
JCS Restaurant, Inc October 1989 - December 2000
Education
Florida International University
B.S., Hospitality Management/Tourism
Tom Tyler, CFP® Tom Tyler, CFP®'s Edward Jones Experience 2005 - 2006
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
Mike Chiacchira Mike Chiacchira's Edward Jones Experience July 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2007 - Present
State Farm Agent August 2004 - May 2007
The Longaberger Company January 2001 - August 2004
Popular Club Plan January 2001 - October 2002
The Longaberger Company January 1997 - January 2001
Tupperware July 1982 - October 1996
Education
Florida Southern College 1985 — 1989
BS, Financial Management & Marketing
Valencia College 1982 — 1986
AA
Edward Jones July 2007 - Present
State Farm Agent August 2004 - May 2007
The Longaberger Company January 2001 - August 2004
Popular Club Plan January 2001 - October 2002
The Longaberger Company January 1997 - January 2001
Tupperware July 1982 - October 1996
Education
Florida Southern College 1985 — 1989
BS, Financial Management & Marketing
Valencia College 1982 — 1986
AA
Brandy Butler Brandy Butler's Edward Jones Experience July 2006 - September 2011
Job Digital Business Strategist & Trainer | Public Speaker| Online Biz Consultant | Podcast Management
Industry Information Technology and Services
Experience
Brandy Butler Media November 2012 - Present
Scottrade September 2011 - December 2013
Edward Jones July 2006 - September 2011
Skills
Online Marketing, Social Media Marketing, Entrepreneurship, Public Speaking, Podcasting, Brand Development, Training & Development, Brand Management, Women Owned Business, Youth Empowerment, Sales Funnels, Infusionsoft, Corporate Events, Project Management, Software Quality..., Agile Methodologies, SQL, SDLC, Requirements Analysis, Databases, Testing, Quality Center, Test Planning
Education
Fontbonne University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Lincoln University in Missouri 1996 — 2000
Bachelor of Science (BS), Computer Information Systems (CIS), Honors
Brandy Butler Media November 2012 - Present
Scottrade September 2011 - December 2013
Edward Jones July 2006 - September 2011
Skills
Online Marketing, Social Media Marketing, Entrepreneurship, Public Speaking, Podcasting, Brand Development, Training & Development, Brand Management, Women Owned Business, Youth Empowerment, Sales Funnels, Infusionsoft, Corporate Events, Project Management, Software Quality..., Agile Methodologies, SQL, SDLC, Requirements Analysis, Databases, Testing, Quality Center, Test Planning
Education
Fontbonne University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Lincoln University in Missouri 1996 — 2000
Bachelor of Science (BS), Computer Information Systems (CIS), Honors
Dwight Pendola, CFP® Dwight Pendola, CFP®'s Edward Jones Experience May 2008 - October 2010
Job Horizon Wealth Advisors
Industry Financial Services
Experience
Horizon Wealth Advisors March 2015 - Present
Rudd International February 2013 - March 2015
Merrill Lynch November 2010 - February 2013
Edward Jones May 2008 - October 2010
Wells Fargo October 2006 - March 2008
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Investments, Investment Strategies, Strategic Financial..., IRAs, Financial Advisory, Alternative Investments, Securities, Portfolio Management
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Florida State University 1999 — 2000
Horizon Wealth Advisors March 2015 - Present
Rudd International February 2013 - March 2015
Merrill Lynch November 2010 - February 2013
Edward Jones May 2008 - October 2010
Wells Fargo October 2006 - March 2008
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Investments, Investment Strategies, Strategic Financial..., IRAs, Financial Advisory, Alternative Investments, Securities, Portfolio Management
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Florida State University 1999 — 2000
Emily McDonough Emily McDonough's Edward Jones Experience April 2015 - Present
Job Compliance Background Review Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones December 2014 - April 2015
Edward Jones December 2010 - November 2014
Edward Jones September 2008 - December 2010
Edward Jones January 2005 - August 2007
Edward Jones March 2000 - January 2005
Edward Jones August 1998 - March 2000
Six Flags January 1997 - July 1998
Skills
Asset Allocation, Analysis, Series 7, Fixed Annuities, Leadership Development, Retirement Planning, Training, Uniform Combined State..., Investments, Insurance, Coaching, Project Management, Series 63, Change Management, Retirement, IRAs, Leadership, College Recruiting, Financial Services, Recruiting, Performance Management, Investment Advisory, Talent Acquisition, Interviews, Employee Training, Sales, Strategic Planning, Investment Strategies, Team Building, Portfolio Management, Human Resources, Mutual Funds, 401k, Talent Management, Onboarding, Employee Benefits, Succession Planning, Applicant Tracking...
Education
Fontbonne University 2005 — 2007
Masters, Business
Missouri State University 1993 — 1996
Bachelors, Communication Management
Edward Jones April 2015 - Present
Edward Jones December 2014 - April 2015
Edward Jones December 2010 - November 2014
Edward Jones September 2008 - December 2010
Edward Jones January 2005 - August 2007
Edward Jones March 2000 - January 2005
Edward Jones August 1998 - March 2000
Six Flags January 1997 - July 1998
Skills
Asset Allocation, Analysis, Series 7, Fixed Annuities, Leadership Development, Retirement Planning, Training, Uniform Combined State..., Investments, Insurance, Coaching, Project Management, Series 63, Change Management, Retirement, IRAs, Leadership, College Recruiting, Financial Services, Recruiting, Performance Management, Investment Advisory, Talent Acquisition, Interviews, Employee Training, Sales, Strategic Planning, Investment Strategies, Team Building, Portfolio Management, Human Resources, Mutual Funds, 401k, Talent Management, Onboarding, Employee Benefits, Succession Planning, Applicant Tracking...
Education
Fontbonne University 2005 — 2007
Masters, Business
Missouri State University 1993 — 1996
Bachelors, Communication Management
A. Spring Webster's Edward Jones Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Self Employed 2011 - 2015
Tech Data 2007 - 2011
Skills
Accounting, Forecasting, Financial Reporting, Access, Analysis, Problem Solving, SAP, Financial Analysis, Data Analysis, Project Management, Program Management, Sales, Time Management, Payroll, Process Improvement, Budgets, Microsoft Excel
Education
University of South Florida - College of Business Administration 2008 — 2010
MBA, Finance/Marketing
Florida Metropolitan University 2002 — 2006
Bachelor, Business Administration
Edward Jones June 2015 - Present
Self Employed 2011 - 2015
Tech Data 2007 - 2011
Skills
Accounting, Forecasting, Financial Reporting, Access, Analysis, Problem Solving, SAP, Financial Analysis, Data Analysis, Project Management, Program Management, Sales, Time Management, Payroll, Process Improvement, Budgets, Microsoft Excel
Education
University of South Florida - College of Business Administration 2008 — 2010
MBA, Finance/Marketing
Florida Metropolitan University 2002 — 2006
Bachelor, Business Administration
Michael Gentilella's Edward Jones Experience January 2009 - January 2010
Job Financial Services Representative
Industry Financial Services
Experience
INTL FCStone Inc. July 2013 - August 2015
Bank of New York Mellon February 2010 - July 2013
Edward Jones January 2009 - January 2010
East Coast Financial Solutions of CFL May 2007 - January 2009
Skills
Technical Analysis, FX trading, Hedge Funds, VBA, Stock Market, Interest Rate Swaps, Credit Derivatives, Hedge Accounting, Regression, Financial Economics, Applied Econometrics, Excel, Alternative Investments, Investment Strategies, Forwards, Futures, FX Options, Options, Securities, Investments, Regression Testing, Capital Markets, Trading Strategies, Equities, Equity Derivatives, Mutual Funds, ETFs, Derivatives, Foreign Exchange, Hedging, Asset Management, Bonds, Trading, Currency, Fixed Income, Econometrics, Microsoft Excel, Financial Markets, Equity Trading, Financial Services, Bloomberg, Stocks, Commodity, Portfolio Management, Swaps, Quantitative Analytics, Finance, Sales, Cold Calling, Strategic Financial...
Education
Florida State University 2005 — 2008
Bachelor of Science, Applied Economics
INTL FCStone Inc. July 2013 - August 2015
Bank of New York Mellon February 2010 - July 2013
Edward Jones January 2009 - January 2010
East Coast Financial Solutions of CFL May 2007 - January 2009
Skills
Technical Analysis, FX trading, Hedge Funds, VBA, Stock Market, Interest Rate Swaps, Credit Derivatives, Hedge Accounting, Regression, Financial Economics, Applied Econometrics, Excel, Alternative Investments, Investment Strategies, Forwards, Futures, FX Options, Options, Securities, Investments, Regression Testing, Capital Markets, Trading Strategies, Equities, Equity Derivatives, Mutual Funds, ETFs, Derivatives, Foreign Exchange, Hedging, Asset Management, Bonds, Trading, Currency, Fixed Income, Econometrics, Microsoft Excel, Financial Markets, Equity Trading, Financial Services, Bloomberg, Stocks, Commodity, Portfolio Management, Swaps, Quantitative Analytics, Finance, Sales, Cold Calling, Strategic Financial...
Education
Florida State University 2005 — 2008
Bachelor of Science, Applied Economics
Katie Huntley's Edward Jones Experience May 2004 - August 2004
Job Paralegal at Turner Padget Graham & Laney, P.A.
Industry Law Practice
Experience
Turner Padget Graham & Laney, P.A. June 2007 - Present
First Reliance Bank May 2005 - June 2007
First Reliance Bank March 2005 - May 2005
Edward Jones May 2004 - August 2004
Skills
Estate Planning, Probate Administration, Business Planning, Commercial Real Estate, Title Insurance, Credit Analysis, Risk Management, Microsoft Office, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Document Review, Leadership, Finance, Legal Research, Management, Customer Service
Education
Francis Marion University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Turner Padget Graham & Laney, P.A. June 2007 - Present
First Reliance Bank May 2005 - June 2007
First Reliance Bank March 2005 - May 2005
Edward Jones May 2004 - August 2004
Skills
Estate Planning, Probate Administration, Business Planning, Commercial Real Estate, Title Insurance, Credit Analysis, Risk Management, Microsoft Office, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Document Review, Leadership, Finance, Legal Research, Management, Customer Service
Education
Francis Marion University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Deanna Cotton Deanna Cotton's Edward Jones Experience 2014 - 2015
Job Financial Advisor Diversity & Inclusion at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - 2015
Education
Fontbonne University
Edward Jones 2014 - 2015
Education
Fontbonne University
Keisha Lee's Edward Jones Experience 2005 - 2006
Job Talent Aquisition Specialist at Enterprise Holdings
Industry Staffing and Recruiting
Experience
Enterprise Holdings ContractorSSP2010 - 2012
SSP 2010 - 2012
Edward Jones 2005 - 2006
Edward Jones 2005 - 2006
Edward Jones 2005 - 2006
Edward Jones 2005 - 2006
Skills
Elder Care, Home Care, Healthcare, Long-term Care, Healthcare Management, Entrepreneurship, Medicare, Hospitals, Strategic Planning, Team Building, Small Business, Public Speaking, Coaching, Start-ups, Marketing, Leadership, Training, Talent Management
Education
Fontbonne University
Bachelor of Applied Science (BASc), Organizational Behavior Studies
Enterprise Holdings ContractorSSP2010 - 2012
SSP 2010 - 2012
Edward Jones 2005 - 2006
Edward Jones 2005 - 2006
Edward Jones 2005 - 2006
Edward Jones 2005 - 2006
Skills
Elder Care, Home Care, Healthcare, Long-term Care, Healthcare Management, Entrepreneurship, Medicare, Hospitals, Strategic Planning, Team Building, Small Business, Public Speaking, Coaching, Start-ups, Marketing, Leadership, Training, Talent Management
Education
Fontbonne University
Bachelor of Applied Science (BASc), Organizational Behavior Studies
Richard Cassedy Richard Cassedy's Edward Jones Experience September 2008 - September 2009
Job Financial Consultant at Cassedy & Company Investments
Industry Financial Services
Experience
Cassedy & Company June 2011 - Present
FSU-College of Business May 2011 - April 2012
Fidelity Bank January 2010 - January 2011
Edward Jones September 2008 - September 2009
Skills
Financial Analysis, Investments, Research, Microsoft Excel, Series 7, Financial Modeling, Microsoft Office, Data Analysis, Analysis, Insurance, Risk Management, Economics, Portfolio Management, Strategic Financial..., Strategic Planning, Finance, Public Speaking, Event Planning
Education
Florida State University 2011 — 2012
2011Master; Bachelor of Science, Business Administration; Finance/Investments; Economics
Sewanee-The University of the South 2004 — 2008
Economics
Cassedy & Company June 2011 - Present
FSU-College of Business May 2011 - April 2012
Fidelity Bank January 2010 - January 2011
Edward Jones September 2008 - September 2009
Skills
Financial Analysis, Investments, Research, Microsoft Excel, Series 7, Financial Modeling, Microsoft Office, Data Analysis, Analysis, Insurance, Risk Management, Economics, Portfolio Management, Strategic Financial..., Strategic Planning, Finance, Public Speaking, Event Planning
Education
Florida State University 2011 — 2012
2011Master; Bachelor of Science, Business Administration; Finance/Investments; Economics
Sewanee-The University of the South 2004 — 2008
Economics
James Taddeo's Edward Jones Experience January 2012 - June 2013
Job Associate Business Manager at Acosta Sales & Marketing
Industry Food & Beverages
Experience
Acosta Sales & Marketing June 2015 - Present
Acosta Sales & Marketing January 2015 - June 2015
Acosta Sales & Marketing September 2013 - January 2015
Edward Jones January 2012 - June 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Retirement Planning, Financial Planning, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Retirement
Education
Florida State University 2008 — 2011
Bachelor of Science (B.S.), Finance
Acosta Sales & Marketing June 2015 - Present
Acosta Sales & Marketing January 2015 - June 2015
Acosta Sales & Marketing September 2013 - January 2015
Edward Jones January 2012 - June 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Retirement Planning, Financial Planning, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Retirement
Education
Florida State University 2008 — 2011
Bachelor of Science (B.S.), Finance
Joseph Hatton Joseph Hatton's Edward Jones Experience March 2011 - January 2012
Job Solutions Architect
Industry Information Technology and Services
Experience
Suddenlink Communications January 2015 - Present
StationDigital October 2014 - January 2015
Reinsurance Group of America, Incorporated October 2013 - October 2014
Maritz April 2013 - September 2013
MasterCard September 2012 - April 2013
Suddenlink Communications September 2012 - April 2013
L-3 Communications January 2012 - September 2012
Edward Jones March 2011 - January 2012
Centene Corporation July 2010 - March 2011
bioMerieux August 2009 - July 2010
Skills
Tomcat, Spring, Web Services, Hibernate, Ant, Maven, XML, Java, JavaScript, JSP, JDBC, SQL, jQuery, CSS, Java Enterprise Edition, Weblogic, CVS, AJAX, HTML5, Websphere, AngularJS, SOA, Test Driven Development, UML, Servlets, Swing, AWT, ASP.NET, C#, XSLT, Dojo, JUnit, JSTL, Log4j, Struts2, EJB, JAXB, SOAP, Hudson, Multithreading, JBoss, WSDL, ESRI, GeoServer, GIS, SVN, Git, GWT, Android, PHP4/5
Education
Fontbonne University 1994 — 1996
MBA, MIS
Southern Illinois University, Edwardsville
BS, Mathematics & Statistics
Suddenlink Communications January 2015 - Present
StationDigital October 2014 - January 2015
Reinsurance Group of America, Incorporated October 2013 - October 2014
Maritz April 2013 - September 2013
MasterCard September 2012 - April 2013
Suddenlink Communications September 2012 - April 2013
L-3 Communications January 2012 - September 2012
Edward Jones March 2011 - January 2012
Centene Corporation July 2010 - March 2011
bioMerieux August 2009 - July 2010
Skills
Tomcat, Spring, Web Services, Hibernate, Ant, Maven, XML, Java, JavaScript, JSP, JDBC, SQL, jQuery, CSS, Java Enterprise Edition, Weblogic, CVS, AJAX, HTML5, Websphere, AngularJS, SOA, Test Driven Development, UML, Servlets, Swing, AWT, ASP.NET, C#, XSLT, Dojo, JUnit, JSTL, Log4j, Struts2, EJB, JAXB, SOAP, Hudson, Multithreading, JBoss, WSDL, ESRI, GeoServer, GIS, SVN, Git, GWT, Android, PHP4/5
Education
Fontbonne University 1994 — 1996
MBA, MIS
Southern Illinois University, Edwardsville
BS, Mathematics & Statistics
Stephen Werkmeister Stephen Werkmeister's Edward Jones Experience May 2011 - November 2011
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade February 2012 - December 2012
Edward Jones May 2011 - November 2011
Skills
Finance
Education
Lindenwood University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fontbonne University 2006 — 2010
Bachelor's degree, Communication and Media Studies
Scottrade January 2013 - Present
Scottrade February 2012 - December 2012
Edward Jones May 2011 - November 2011
Skills
Finance
Education
Lindenwood University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fontbonne University 2006 — 2010
Bachelor's degree, Communication and Media Studies
Greg Drolshagen's Edward Jones Experience June 2010 - February 2011
Job Nationwide Medical Device Recruiter ★ 407.591.3032 ★ Imaging | ImageGuidance | Neurosurgery | Navigation ★ Top 1%
Industry Medical Devices
Experience
Legacy MedSearch October 2012 - Present
Blue Hippo Hookah Lounge February 2011 - September 2012
Edward Jones June 2010 - February 2011
Gartner April 2009 - May 2010
Foundation FSU October 2005 - January 2009
Skills
Medical Devices, Capital Equipment, Sales, Recruiting, Sales Management, Account Management, Healthcare, Market Development, Surgical Navigation, Medical Imaging, Social Media Marketing, Start-ups, Leadership, CT, Diagnostic Imaging, Image Guided Therapy, Customer Service, Visualization, Marketing, Medical Ultrasound, Digital X-ray, Clinical Research, Cold Calling, Fluoroscopy, New Business Development, MRI, Interventional Radiology, Business Analysis, Market Analysis, Oncology, Neurosurgery, Sales Presentations, Time Management, Healthcare Industry, Medical Sales, Medical Device..., Executive Search, Critical Care, Medical Device Placement, Medical device software, Medical Executive..., Executive Headhunter, Leadership Placement, Permanent Placement, Permanent Staffing, Relationship Management, Disruptive Technologies, Diagnostic Ultrasound
Education
Florida State University
BA, Traditional Economics Minor in Business Finance and Business Administration
Legacy MedSearch October 2012 - Present
Blue Hippo Hookah Lounge February 2011 - September 2012
Edward Jones June 2010 - February 2011
Gartner April 2009 - May 2010
Foundation FSU October 2005 - January 2009
Skills
Medical Devices, Capital Equipment, Sales, Recruiting, Sales Management, Account Management, Healthcare, Market Development, Surgical Navigation, Medical Imaging, Social Media Marketing, Start-ups, Leadership, CT, Diagnostic Imaging, Image Guided Therapy, Customer Service, Visualization, Marketing, Medical Ultrasound, Digital X-ray, Clinical Research, Cold Calling, Fluoroscopy, New Business Development, MRI, Interventional Radiology, Business Analysis, Market Analysis, Oncology, Neurosurgery, Sales Presentations, Time Management, Healthcare Industry, Medical Sales, Medical Device..., Executive Search, Critical Care, Medical Device Placement, Medical device software, Medical Executive..., Executive Headhunter, Leadership Placement, Permanent Placement, Permanent Staffing, Relationship Management, Disruptive Technologies, Diagnostic Ultrasound
Education
Florida State University
BA, Traditional Economics Minor in Business Finance and Business Administration
Trevor Seufer, MBA Trevor Seufer, MBA's Edward Jones Experience November 2008 - August 2010
Job Treasury Planning Analyst @ Air Products
Industry Chemicals
Experience
Air Products and Chemicals January 2013 - Present
1847Financial August 2010 - October 2013
Edward Jones November 2008 - August 2010
National Collegiate Underwriters and Administrators December 2006 - January 2009
Turner Investment Partners May 2007 - August 2007
Fordham University October 2005 - December 2006
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance, Economics, 3.9
Fordham University 2004 — 2008
BS, Finance, 3.5
Air Products and Chemicals January 2013 - Present
1847Financial August 2010 - October 2013
Edward Jones November 2008 - August 2010
National Collegiate Underwriters and Administrators December 2006 - January 2009
Turner Investment Partners May 2007 - August 2007
Fordham University October 2005 - December 2006
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance, Economics, 3.9
Fordham University 2004 — 2008
BS, Finance, 3.5
Ryan Hypke, CFA Ryan Hypke, CFA's Edward Jones Experience October 2014 - Present
Job Portfolio Manager at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2014 - Present
Russell Investments November 2012 - October 2014
Russell Investments February 2011 - October 2012
Northwestern Mutual April 2010 - January 2011
Marine Bank July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Asset Allocation, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Personal Finance, Investment Management, Asset Managment, Series 66, Alternative Investments, Retirement Planning, Separately Managed..., Capital Markets, Relationship Management, Investment Policy..., Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Morningstar Direct, Business Development, Axys, Moxy, Investments, Investment Strategies
Education
Francis Marion University 2006 — 2008
Bachelor of Business Administration, Finance and Marketing
Parkland College 2005 — 2006
A.S., Business
Edward Jones October 2014 - Present
Russell Investments November 2012 - October 2014
Russell Investments February 2011 - October 2012
Northwestern Mutual April 2010 - January 2011
Marine Bank July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Asset Allocation, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Personal Finance, Investment Management, Asset Managment, Series 66, Alternative Investments, Retirement Planning, Separately Managed..., Capital Markets, Relationship Management, Investment Policy..., Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Morningstar Direct, Business Development, Axys, Moxy, Investments, Investment Strategies
Education
Francis Marion University 2006 — 2008
Bachelor of Business Administration, Finance and Marketing
Parkland College 2005 — 2006
A.S., Business
Richard Ebaugh Richard Ebaugh's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Brandon Samuels Brandon Samuels's Edward Jones Experience June 2014 - Present
Job Territory Sales Representative at CoStar Group
Industry Investment Management
Experience
CoStar Group August 2015 - Present
Edward Jones June 2014 - Present
Stoner Bunting Advertising September 2013 - December 2013
University Directories May 2013 - August 2013
Franklin and Marshall College August 2011 - May 2013
Howanski & Meadows LLC: Family Law June 2012 - August 2012
McDonogh School June 2010 - July 2012
Skills
Sales, PowerPoint, Strategy, Marketing, Advertising, Fundraising, Management, Conflict Resolution, Social Media, Microsoft Excel, Analysis, Event Planning, Nonprofits
Education
Franklin & Marshall College 2010 — 2014
Bachelor's degree, Psychology, History
Winston Churchill High School 2006 — 2010
Diploma
CoStar Group August 2015 - Present
Edward Jones June 2014 - Present
Stoner Bunting Advertising September 2013 - December 2013
University Directories May 2013 - August 2013
Franklin and Marshall College August 2011 - May 2013
Howanski & Meadows LLC: Family Law June 2012 - August 2012
McDonogh School June 2010 - July 2012
Skills
Sales, PowerPoint, Strategy, Marketing, Advertising, Fundraising, Management, Conflict Resolution, Social Media, Microsoft Excel, Analysis, Event Planning, Nonprofits
Education
Franklin & Marshall College 2010 — 2014
Bachelor's degree, Psychology, History
Winston Churchill High School 2006 — 2010
Diploma
Daniel Meszler Daniel Meszler's Edward Jones Experience June 2007 - March 2008
Job Senior Regulatory Consultant at TCA Telcom Consulting Associates
Industry Telecommunications
Experience
TCA - Telcom Consulting Associates March 2008 - Present
Edward Jones June 2007 - March 2008
Majestic Paint and Body / S & B Speedshop January 2004 - January 2007
Jones Media Networks, Ltd. October 2002 - January 2004
Skills
Auditing, Process Improvement, Risk Management, Enterprise Risk..., Strategic Planning, Accounting, Finance, Telecommunications, Wireless, Team Building, Leadership, Budgets, Financial Reporting, Financial Analysis, Contract Negotiation, Management, Product Management, VoIP
Education
Fort Lewis College 1998 — 2002
Bachelor's degree, Accounting, 3.4
TCA - Telcom Consulting Associates March 2008 - Present
Edward Jones June 2007 - March 2008
Majestic Paint and Body / S & B Speedshop January 2004 - January 2007
Jones Media Networks, Ltd. October 2002 - January 2004
Skills
Auditing, Process Improvement, Risk Management, Enterprise Risk..., Strategic Planning, Accounting, Finance, Telecommunications, Wireless, Team Building, Leadership, Budgets, Financial Reporting, Financial Analysis, Contract Negotiation, Management, Product Management, VoIP
Education
Fort Lewis College 1998 — 2002
Bachelor's degree, Accounting, 3.4
Faith Martin Faith Martin's Edward Jones Experience August 2009 - March 2011
Job Retired Financial Consultant
Industry Financial Services
Experience
Regions Financial Corporation September 2013 - July 2014
Merrill Lynch November 2012 - September 2013
Garrison Wealth Management March 2011 - October 2012
Edward Jones August 2009 - March 2011
Ameriprise Financial June 2006 - March 2009
Ameriprise Financial June 2002 - June 2006
Ameriprise Financial January 1993 - June 2002
Ameriprise Financial Advisors March 2000 - February 2002
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Fixed Annuities, FINRA
Education
Florida State University 1968 — 1971
BS, Education
Florida International University
BS, Education
Regions Financial Corporation September 2013 - July 2014
Merrill Lynch November 2012 - September 2013
Garrison Wealth Management March 2011 - October 2012
Edward Jones August 2009 - March 2011
Ameriprise Financial June 2006 - March 2009
Ameriprise Financial June 2002 - June 2006
Ameriprise Financial January 1993 - June 2002
Ameriprise Financial Advisors March 2000 - February 2002
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Fixed Annuities, FINRA
Education
Florida State University 1968 — 1971
BS, Education
Florida International University
BS, Education
Brenda Brazzell Brenda Brazzell's Edward Jones Experience July 2011 - Present
Job Sr Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2011 - Present
MiTek Industries Inc (a subsidiary of Berkshire Hathaway) December 1998 - May 2011
Clarke Industries, Inc. March 1987 - March 1998
Skills
Customer Service, Event Management, Event Planning, Management, Outlook, Microsoft Office, Microsoft Excel, Sales, Process Improvement, Team Building, Strategic Planning, Contract Negotiation, PowerPoint, Microsoft Word, Budgets, Leadership, Process Scheduler
Education
Maryville University of Saint Louis 1981 — 1984
Business, Management, Marketing, and Related Support Services
Fontbonne University 1971 — 1972
Accounting and Business/Management
Maplewood Richmond Heights High School
Edward Jones July 2011 - Present
MiTek Industries Inc (a subsidiary of Berkshire Hathaway) December 1998 - May 2011
Clarke Industries, Inc. March 1987 - March 1998
Skills
Customer Service, Event Management, Event Planning, Management, Outlook, Microsoft Office, Microsoft Excel, Sales, Process Improvement, Team Building, Strategic Planning, Contract Negotiation, PowerPoint, Microsoft Word, Budgets, Leadership, Process Scheduler
Education
Maryville University of Saint Louis 1981 — 1984
Business, Management, Marketing, and Related Support Services
Fontbonne University 1971 — 1972
Accounting and Business/Management
Maplewood Richmond Heights High School
Barb Hogg Cavicchia Barb Hogg Cavicchia's Edward Jones Experience 1995 - 2004
Job Vice President & Corporate Secretary of Triumph Pharmaceuticals, Inc.
Industry Consumer Goods
Experience
SmartMouth (Triumph Pharmaceuticals Inc.) July 2014 - Present
Capes Sokol Goodman & Sarachan, PC June 2007 - July 2014
Bryan Cave 2004 - 2007
Edward Jones 1995 - 2004
A.G. Edwards & Sons, Inc. 1987 - 1995
Lashly & Baer, P.C. 1985 - 1987
Skills
Paralegal with over 25+..., MBA, Corporate Law, Regulatory and..., Real Estate Transactions, Have supervised staff..., Litigation Support, Expert skills in..., Advanced skill in..., Legal Research, Legal Assistance, Mediation, Wills, Notary Public, Legal Writing, Westlaw, Lexis, Case.net, Rejis, Timeslips, Securities, Intellectual Property, Legal Compliance, Licensing, Corporate Governance, Securities Regulation, Trademarks, Legal Issues, Paralegals, Legal Documents, Document Review, Arbitration, Estate Planning, Insurance Law
Education
Fontbonne University 1994 — 1996
MBA, Business Administration, Management and Operations, 4.0
Missouri State University 1980 — 1984
B.A., Political Science, Legal Studies, & History, 3.69
SmartMouth (Triumph Pharmaceuticals Inc.) July 2014 - Present
Capes Sokol Goodman & Sarachan, PC June 2007 - July 2014
Bryan Cave 2004 - 2007
Edward Jones 1995 - 2004
A.G. Edwards & Sons, Inc. 1987 - 1995
Lashly & Baer, P.C. 1985 - 1987
Skills
Paralegal with over 25+..., MBA, Corporate Law, Regulatory and..., Real Estate Transactions, Have supervised staff..., Litigation Support, Expert skills in..., Advanced skill in..., Legal Research, Legal Assistance, Mediation, Wills, Notary Public, Legal Writing, Westlaw, Lexis, Case.net, Rejis, Timeslips, Securities, Intellectual Property, Legal Compliance, Licensing, Corporate Governance, Securities Regulation, Trademarks, Legal Issues, Paralegals, Legal Documents, Document Review, Arbitration, Estate Planning, Insurance Law
Education
Fontbonne University 1994 — 1996
MBA, Business Administration, Management and Operations, 4.0
Missouri State University 1980 — 1984
B.A., Political Science, Legal Studies, & History, 3.69
Jennifer Killebrew, BBA, M.A., M.B.A. Jennifer Killebrew, BBA, M.A., M.B.A.'s Edward Jones Experience May 2008 - November 2008
Job Procurement Contract Coordinator
Industry Financial Services
Experience
. April 2014 - Present
Boeing September 2013 - April 2014
Professional Employment Agencies April 2009 - April 2014
MasterCard March 2013 - September 2013
Boeing May 2012 - March 2013
Citigroup January 2011 - May 2011
Edward Jones May 2008 - November 2008
Skills
Microsoft Office, Excel, Access, Accounting, Administration, Account Management, Budgeting, Customer Service, Documentation, Databases, Data Analysis, Event Planning, Education, Internet, Social Media, Non-profits, Operations, Outlook, Organizing, PowerPoint, Quality, Research, Problem Solving, Troubleshooting, Testing, Word, Writing, Windows, Fortune 500, Credit, Credit Scoring, Corporate Finance, Microsoft Excel, Software Documentation, Budgets, Microsoft Word, System Administration, Training, Process Improvement, Program Management, Sales, Leadership, Business Analysis, Project Management, Project Planning, Negotiation, Time Management, Management, Marketing, Strategy
Education
Webster University 2007 — 2010
Masters, MBA
Webster University 2007 — 2009
Masters, Management & Leadership
Fontbonne University 2005 — 2007
Bachelor, Business Administration
Eureka Senior High 1994 — 1995
Diploma
South County Technical 1990 — 1995
Diploma, Computer Science
University of Missouri-Saint Louis
Chancellor's Certificate, Business Applications
St Louis Community College
Associate, General Transfer
. April 2014 - Present
Boeing September 2013 - April 2014
Professional Employment Agencies April 2009 - April 2014
MasterCard March 2013 - September 2013
Boeing May 2012 - March 2013
Citigroup January 2011 - May 2011
Edward Jones May 2008 - November 2008
Skills
Microsoft Office, Excel, Access, Accounting, Administration, Account Management, Budgeting, Customer Service, Documentation, Databases, Data Analysis, Event Planning, Education, Internet, Social Media, Non-profits, Operations, Outlook, Organizing, PowerPoint, Quality, Research, Problem Solving, Troubleshooting, Testing, Word, Writing, Windows, Fortune 500, Credit, Credit Scoring, Corporate Finance, Microsoft Excel, Software Documentation, Budgets, Microsoft Word, System Administration, Training, Process Improvement, Program Management, Sales, Leadership, Business Analysis, Project Management, Project Planning, Negotiation, Time Management, Management, Marketing, Strategy
Education
Webster University 2007 — 2010
Masters, MBA
Webster University 2007 — 2009
Masters, Management & Leadership
Fontbonne University 2005 — 2007
Bachelor, Business Administration
Eureka Senior High 1994 — 1995
Diploma
South County Technical 1990 — 1995
Diploma, Computer Science
University of Missouri-Saint Louis
Chancellor's Certificate, Business Applications
St Louis Community College
Associate, General Transfer
Shannon Day's Edward Jones Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - Present
CrossWay Community Church July 2005 - March 2014
Sovereign Grace Church July 2002 - August 2005
Abundant Grace Community Church August 2000 - July 2002
Day Communications Inc. July 1985 - August 2000
Skills
Discipleship, Pastoral Care, Theology, Biblical Studies, Preaching, Gospel, Pastoral Counseling, Self-starter, Team Leadership, Leadership Development, Integrity, Management, Leadership, Public Speaking, Team Building, Customer Service, Strategic Planning, Event Planning, Microsoft Office, Teaching, Nonprofits, Coaching, Community Outreach, Evangelism
Education
Florida State University 1983 — 1985
BS, Communications
Suwannee High School, Florida State University 1977 — 1981
BS, Communications
Edward Jones June 2014 - Present
CrossWay Community Church July 2005 - March 2014
Sovereign Grace Church July 2002 - August 2005
Abundant Grace Community Church August 2000 - July 2002
Day Communications Inc. July 1985 - August 2000
Skills
Discipleship, Pastoral Care, Theology, Biblical Studies, Preaching, Gospel, Pastoral Counseling, Self-starter, Team Leadership, Leadership Development, Integrity, Management, Leadership, Public Speaking, Team Building, Customer Service, Strategic Planning, Event Planning, Microsoft Office, Teaching, Nonprofits, Coaching, Community Outreach, Evangelism
Education
Florida State University 1983 — 1985
BS, Communications
Suwannee High School, Florida State University 1977 — 1981
BS, Communications
Bill Casey Bill Casey's Edward Jones Experience April 2014 - September 2014
Job Financial Advisor
Industry Financial Services
Experience
AIG December 2014 - Present
Edward Jones April 2014 - September 2014
GoGreener LED Lighting, LLC. April 2011 - August 2014
Oculina Bank July 2007 - August 2014
Oculina Bank July 2007 - April 2011
Treasure Coast Community Bank (In Organization) January 2006 - July 2007
First Bank of Indiantown January 2005 - January 2006
Harbor Federal Savings Bank April 2003 - January 2005
St Lucie County Fire District January 2002 - April 2003
Harbor Federal Savings Bank December 1992 - January 2002
Education
Florida State University - College of Business 1988 — 1989
Bachelor of Science (B.S.), Major = Finance, Minor = Accounting
Indian River State College 1986 — 1988
AA, Business
Fort Pierce Central High School 1981 — 1982
Diploma - With Honors, General Studies
John Carroll High School 1978 — 1981
AIG December 2014 - Present
Edward Jones April 2014 - September 2014
GoGreener LED Lighting, LLC. April 2011 - August 2014
Oculina Bank July 2007 - August 2014
Oculina Bank July 2007 - April 2011
Treasure Coast Community Bank (In Organization) January 2006 - July 2007
First Bank of Indiantown January 2005 - January 2006
Harbor Federal Savings Bank April 2003 - January 2005
St Lucie County Fire District January 2002 - April 2003
Harbor Federal Savings Bank December 1992 - January 2002
Education
Florida State University - College of Business 1988 — 1989
Bachelor of Science (B.S.), Major = Finance, Minor = Accounting
Indian River State College 1986 — 1988
AA, Business
Fort Pierce Central High School 1981 — 1982
Diploma - With Honors, General Studies
John Carroll High School 1978 — 1981
Charles Baran Charles Baran's Edward Jones Experience April 2010 - April 2011
Job Wealth Advisor at USAA CRPC®
Industry Financial Services
Experience
USAA April 2011 - Present
Edward Jones April 2010 - April 2011
Foundation Financial Group August 2005 - February 2010
Global Expectations October 2004 - July 2005
Cbeyond May 2004 - October 2004
Skills
Series 7, Cold Calling, Analysis, Sales Management, Mortgage, Financial Analysis, Public Speaking, Credit, Banking, Mortgage Lending, Sales, Management, Training
Education
Franciscan University of Steubenville
Philosophy
United States Air Force Academy
Behavioral Sciences
USAA April 2011 - Present
Edward Jones April 2010 - April 2011
Foundation Financial Group August 2005 - February 2010
Global Expectations October 2004 - July 2005
Cbeyond May 2004 - October 2004
Skills
Series 7, Cold Calling, Analysis, Sales Management, Mortgage, Financial Analysis, Public Speaking, Credit, Banking, Mortgage Lending, Sales, Management, Training
Education
Franciscan University of Steubenville
Philosophy
United States Air Force Academy
Behavioral Sciences
Greg Schmertmann Greg Schmertmann's Edward Jones Experience November 2009 - July 2010
Job Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2015 - Present
Raymond James & Associates, Inc. May 2014 - December 2014
SunTrust Investment Services, Inc. December 2010 - May 2014
Carsten & Company, Inc. July 2002 - December 2011
Edward Jones November 2009 - July 2010
Shred-it June 2000 - June 2002
Tallahassee Democrat September 1989 - June 2000
Education
Florida State University
B.S., Communication - Advertising & Marketing
SunTrust Investment Services, Inc. January 2015 - Present
Raymond James & Associates, Inc. May 2014 - December 2014
SunTrust Investment Services, Inc. December 2010 - May 2014
Carsten & Company, Inc. July 2002 - December 2011
Edward Jones November 2009 - July 2010
Shred-it June 2000 - June 2002
Tallahassee Democrat September 1989 - June 2000
Education
Florida State University
B.S., Communication - Advertising & Marketing
Cyndy Cox Cyndy Cox's Edward Jones Experience October 2012 - April 2013
Job HR Benefits Consultant/Coordinator
Industry Human Resources
Experience
Robert Half - Office Team March 2015 - Present
Pension and Retirement Services (PARS) October 2013 - June 2014
Edward Jones October 2012 - April 2013
BeneSys, Inc September 2010 - December 2011
Mercy March 2009 - July 2009
IQ Business Group July 2007 - September 2008
MetLife January 2003 - December 2006
Master Benefit Group, Inc March 1996 - October 2002
Skills
Employee Benefits, Pensions, Retirement, Microsoft Office, Administration, Call Center, General Insurance, Compliance, 401k, Benefits, Customer Relations, Benefits Administration, Customer Service
Education
Fontbonne University 2007 — 2010
B.A; degree, Organizational Studies; Human Resources and Business
Robert Half - Office Team March 2015 - Present
Pension and Retirement Services (PARS) October 2013 - June 2014
Edward Jones October 2012 - April 2013
BeneSys, Inc September 2010 - December 2011
Mercy March 2009 - July 2009
IQ Business Group July 2007 - September 2008
MetLife January 2003 - December 2006
Master Benefit Group, Inc March 1996 - October 2002
Skills
Employee Benefits, Pensions, Retirement, Microsoft Office, Administration, Call Center, General Insurance, Compliance, 401k, Benefits, Customer Relations, Benefits Administration, Customer Service
Education
Fontbonne University 2007 — 2010
B.A; degree, Organizational Studies; Human Resources and Business
Julie DeLucchi Julie DeLucchi's Edward Jones Experience April 2005 - September 2007
Job Executive Assistant at Oracle
Industry Information Technology and Services
Experience
Oracle October 2014 - Present
Greater Nevada Credit Union & Greater Nevada Mortgage October 2012 - October 2014
Ormat 2008 - 2011
Edward Jones April 2005 - September 2007
Cadence Design Systems March 1998 - October 2001
Skills
PowerPoint, Purchasing, Project Planning, Office Administration, Microsoft Excel, Microsoft Word, Event Planning, Corporate Events, Employee Relations, Travel Planning, Fleet Management, Budget Monitoring, Executive Level..., Purchase Orders, International Shipping, Phone Skills, Wireless Networking, Forecasting, Appointment Scheduling, Internal Communications, Corporate Relocation, Pay Close Attention to..., Friendly Personality, Multi Tasking, Leadership, Telephone Skills, Human Resources, Accounts Receivable, Training, Accounts Payable, System Administration, Recruiting, Customer Service
Education
University of Nevada-Reno 2004 — 2008
Bachelor of General Studies, Educational Leadership and Administration, General
Foothill College 1997 — 1999
Associate's degree, Speech Communication
Oracle October 2014 - Present
Greater Nevada Credit Union & Greater Nevada Mortgage October 2012 - October 2014
Ormat 2008 - 2011
Edward Jones April 2005 - September 2007
Cadence Design Systems March 1998 - October 2001
Skills
PowerPoint, Purchasing, Project Planning, Office Administration, Microsoft Excel, Microsoft Word, Event Planning, Corporate Events, Employee Relations, Travel Planning, Fleet Management, Budget Monitoring, Executive Level..., Purchase Orders, International Shipping, Phone Skills, Wireless Networking, Forecasting, Appointment Scheduling, Internal Communications, Corporate Relocation, Pay Close Attention to..., Friendly Personality, Multi Tasking, Leadership, Telephone Skills, Human Resources, Accounts Receivable, Training, Accounts Payable, System Administration, Recruiting, Customer Service
Education
University of Nevada-Reno 2004 — 2008
Bachelor of General Studies, Educational Leadership and Administration, General
Foothill College 1997 — 1999
Associate's degree, Speech Communication
Julie M. Johnson, SPHR's Edward Jones Experience October 2013 - February 2014
Job HR Partner, Behavioral Health at SSM Health Care
Industry Human Resources
Experience
SSM Health Care May 2014 - Present
Edward Jones October 2013 - February 2014
National General Insurance May 2012 - July 2013
NISC January 2007 - January 2012
Didion & Sons Foundry August 2006 - January 2007
Target October 2001 - August 2006
Premcor March 2001 - April 2002
Pro Temps August 2000 - March 2001
Skills
Organizational..., SQL, Adobe Creative Suite, Training & Development, HRIS, Employee Relations, Employment Law, Employer Branding, Employee Recognition, Employee Benefits, Social Media, MS Office Suite, Technical Recruiting, College Recruiting, Recruitment/Retention, Performance Management, Performance Improvement, HR Policies, Software Implementation, project management, Research, Analysis, New Hire Orientation, Onboarding, Internal Communications, Internal Branding, Internal Marketing, Applicant Tracking..., Candidate Selection, Deadline Oriented, Collaborative, Teamwork, Mentoring, Data Conversion, Data Migration, Project Management, New Hire Orientations, Personnel Management, Payroll, Training, Leadership, Coaching, Human Resources, Process Improvement, Talent Acquisition, PeopleSoft, Job Descriptions, Employee Handbooks, Recruiting, Interviews
Education
Fontbonne University 1999 — 2001
MBA
Millikin University 1994 — 1998
BA
SSM Health Care May 2014 - Present
Edward Jones October 2013 - February 2014
National General Insurance May 2012 - July 2013
NISC January 2007 - January 2012
Didion & Sons Foundry August 2006 - January 2007
Target October 2001 - August 2006
Premcor March 2001 - April 2002
Pro Temps August 2000 - March 2001
Skills
Organizational..., SQL, Adobe Creative Suite, Training & Development, HRIS, Employee Relations, Employment Law, Employer Branding, Employee Recognition, Employee Benefits, Social Media, MS Office Suite, Technical Recruiting, College Recruiting, Recruitment/Retention, Performance Management, Performance Improvement, HR Policies, Software Implementation, project management, Research, Analysis, New Hire Orientation, Onboarding, Internal Communications, Internal Branding, Internal Marketing, Applicant Tracking..., Candidate Selection, Deadline Oriented, Collaborative, Teamwork, Mentoring, Data Conversion, Data Migration, Project Management, New Hire Orientations, Personnel Management, Payroll, Training, Leadership, Coaching, Human Resources, Process Improvement, Talent Acquisition, PeopleSoft, Job Descriptions, Employee Handbooks, Recruiting, Interviews
Education
Fontbonne University 1999 — 2001
MBA
Millikin University 1994 — 1998
BA
Annette Hinkle's Edward Jones Experience July 2006 - December 2007
Job H.R. Generalist
Industry Financial Services
Experience
Ameren March 2015 - August 2015
Forest Laboratories now Allergan July 2014 - March 2015
Randstadt July 2012 - February 2013
Corizon March 2009 - July 2011
Edward Jones July 2006 - December 2007
May Department Stores January 2000 - January 2006
Skills
Employee Benefits, Recruiting, SPHR, Employee Relations, Human Resources, Benefits Administration, New Hire Orientations, Personnel Management, Interviews, PHR, Onboarding, Talent Management, Policy, Talent Acquisition, Coaching
Education
Fontbonne University 2006 — 2010
Bachelor of Arts, Organizational Studies
Ameren March 2015 - August 2015
Forest Laboratories now Allergan July 2014 - March 2015
Randstadt July 2012 - February 2013
Corizon March 2009 - July 2011
Edward Jones July 2006 - December 2007
May Department Stores January 2000 - January 2006
Skills
Employee Benefits, Recruiting, SPHR, Employee Relations, Human Resources, Benefits Administration, New Hire Orientations, Personnel Management, Interviews, PHR, Onboarding, Talent Management, Policy, Talent Acquisition, Coaching
Education
Fontbonne University 2006 — 2010
Bachelor of Arts, Organizational Studies
Christopher Eddy's Edward Jones Experience 2009 - 2012
Job Senior Vice President at Catalyst Global LLC
Industry Public Relations and Communications
Experience
Catalyst Global LLC 2014 - Present
Edward Jones 2009 - 2012
JP Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Barclays 1998 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Science (MS) - Candidate, Investor Relations
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Pelham Memorial High School
Siwanoy Elementary
Catalyst Global LLC 2014 - Present
Edward Jones 2009 - 2012
JP Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Barclays 1998 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Science (MS) - Candidate, Investor Relations
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Pelham Memorial High School
Siwanoy Elementary
Todd Baebler's Edward Jones Experience July 2004 - January 2013
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Edward Jones July 2004 - January 2013
Edward Jones 2004 - 2005
Education
Fontbonne University 1999 — 2003
BS, Finance and Marketing
Fidelity Investments January 2013 - Present
Edward Jones July 2004 - January 2013
Edward Jones 2004 - 2005
Education
Fontbonne University 1999 — 2003
BS, Finance and Marketing
Elizabeth Oros's Edward Jones Experience September 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Education
Florida State University - College of Business 2007 — 2008
MBA, General MBA
Florida State University - College of Business 2002 — 2006
Marketing
Edward Jones September 2008 - Present
Education
Florida State University - College of Business 2007 — 2008
MBA, General MBA
Florida State University - College of Business 2002 — 2006
Marketing
Laura Megl's Edward Jones Experience January 1985 - July 1997
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
MasterCard April 2011 - Present
Wells Fargo Advisors, LLC September 2009 - March 2011
GMAC Insurance July 1997 - November 2008
Edward Jones January 1985 - July 1997
Education
Fontbonne University 1980 — 1985
B.S., Mathematics / Computer Science
MasterCard April 2011 - Present
Wells Fargo Advisors, LLC September 2009 - March 2011
GMAC Insurance July 1997 - November 2008
Edward Jones January 1985 - July 1997
Education
Fontbonne University 1980 — 1985
B.S., Mathematics / Computer Science
Kimberly Grunow's Edward Jones Experience Sr Team LeaderEdward Jones Investments2000 - Present
Job Sr Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones Sr Team LeaderEdward Jones Investments2000 - Present
Union Planters Bank December 1998 - February 2002
Education
Fontbonne University 2000 — 2002
MBA, Business
Southeast Missouri State University 1993 — 1998
Edward Jones Sr Team LeaderEdward Jones Investments2000 - Present
Union Planters Bank December 1998 - February 2002
Education
Fontbonne University 2000 — 2002
MBA, Business
Southeast Missouri State University 1993 — 1998
Bert Griffin's Edward Jones Experience January 2010 - Present
Job Department Leader HR Records at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones January 2010 - Present
Edward Jones October 2008 - January 2010
Ceridian June 2003 - April 2008
Ceridian 1999 - 2003
Ceridian 1998 - 1999
Ceridian 1994 - 1998
Mercantile Bank (St. Louis) 1992 - 1994
Education
Fontbonne University 1993 — 1995
MBA, Business Administration
Saint Louis University 1988 — 1992
B.S., Business Management
Edward Jones January 2010 - Present
Edward Jones October 2008 - January 2010
Ceridian June 2003 - April 2008
Ceridian 1999 - 2003
Ceridian 1998 - 1999
Ceridian 1994 - 1998
Mercantile Bank (St. Louis) 1992 - 1994
Education
Fontbonne University 1993 — 1995
MBA, Business Administration
Saint Louis University 1988 — 1992
B.S., Business Management
Brian Lawler's Edward Jones Experience January 2010 - July 2010
Job Senior Product Manager, Hotels at Fareportal
Industry Hospitality
Experience
Fareportal April 2015 - Present
AMResorts July 2010 - March 2015
Edward Jones January 2010 - July 2010
CommonKindness 2009 - 2009
Merrill Brink International August 2006 - December 2007
Royal Bank of Scotland December 2005 - March 2006
Smurfit Kappa Group August 2003 - October 2005
Skills
Entrepreneurship, Management Consulting, Marketing, Account Management, Project Management, Microsoft Excel, Market Research, Sales, Hospitality, Strategic Planning, Financial Modeling, Event Management, Negotiation, Financial Analysis, Forecasting, Management, Spanish, Budgets, Customer Service, Marketing Communications, Business Strategy, Business Development, Social Media, Social Media Marketing, Leadership, Analysis, Marketing Strategy, Public Relations, Finance, Operations Management, Event Planning, New Business Development
Education
Fordham Gabelli School of Business 2008 — 2009
MBA, Finance, Management Systems
University of Scranton 1999 — 2003
BS, International Business
Colaiste Iognaid 1993 — 1999
Fareportal April 2015 - Present
AMResorts July 2010 - March 2015
Edward Jones January 2010 - July 2010
CommonKindness 2009 - 2009
Merrill Brink International August 2006 - December 2007
Royal Bank of Scotland December 2005 - March 2006
Smurfit Kappa Group August 2003 - October 2005
Skills
Entrepreneurship, Management Consulting, Marketing, Account Management, Project Management, Microsoft Excel, Market Research, Sales, Hospitality, Strategic Planning, Financial Modeling, Event Management, Negotiation, Financial Analysis, Forecasting, Management, Spanish, Budgets, Customer Service, Marketing Communications, Business Strategy, Business Development, Social Media, Social Media Marketing, Leadership, Analysis, Marketing Strategy, Public Relations, Finance, Operations Management, Event Planning, New Business Development
Education
Fordham Gabelli School of Business 2008 — 2009
MBA, Finance, Management Systems
University of Scranton 1999 — 2003
BS, International Business
Colaiste Iognaid 1993 — 1999
Wanda Pelloquin's Edward Jones Experience February 2000 - Present
Job Administrative Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2000 - Present
St. Louis County Police Department October 1997 - February 2000
Skills
Fundraising, Series 7, Non-profits, Teaching, Nonprofits, Volunteer Management, Event Planning, Access, Management, Training, Data Entry, Public Speaking, Customer Service, Administrative..., Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Leadership, Policy, Coaching, Event Management, Budgets, Data Analysis, Employee Relations, Time Management, Team Leadership, Recruiting, Community Outreach, Human Resources, Organizational..., Strategic Planning, Supervisory Skills, System Administration, Employee Benefits, Leadership Development, Social Networking, Sales, Staff Development, Process Improvement, Program Management, Team Building
Education
Fontbonne University
Master's degree, Business, Management, Marketing, and Related Support Services
Edward Jones February 2000 - Present
St. Louis County Police Department October 1997 - February 2000
Skills
Fundraising, Series 7, Non-profits, Teaching, Nonprofits, Volunteer Management, Event Planning, Access, Management, Training, Data Entry, Public Speaking, Customer Service, Administrative..., Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Leadership, Policy, Coaching, Event Management, Budgets, Data Analysis, Employee Relations, Time Management, Team Leadership, Recruiting, Community Outreach, Human Resources, Organizational..., Strategic Planning, Supervisory Skills, System Administration, Employee Benefits, Leadership Development, Social Networking, Sales, Staff Development, Process Improvement, Program Management, Team Building
Education
Fontbonne University
Master's degree, Business, Management, Marketing, and Related Support Services
Jeremy Swinyer's Edward Jones Experience March 2009 - August 2010
Job Sales Representative
Industry Executive Office
Experience
Argos USA May 2015 - Present
HB NEXT November 2013 - Present
Priority Research September 2010 - October 2013
Edward Jones March 2009 - August 2010
Vulcan Materials Company September 1999 - January 2009
Skills
Team Leadership, Team Building, Budgets, Customer Service, Sales, Purchasing, Cost Management, Profit Margins, Relationship Management, Sales Operations, Databases, Logistics Management, Quality Management, Negotiation, Financial Analysis, Customer Satisfaction, Sales Management, Cold Calling, Risk Management, Finance, Forecasting, Leadership, Operations Management
Education
University of North Florida 2002 — 2003
Masters of Business Administration, Business
Florida State University - College of Business 1992 — 1996
BS, Hospitality Administration
Argos USA May 2015 - Present
HB NEXT November 2013 - Present
Priority Research September 2010 - October 2013
Edward Jones March 2009 - August 2010
Vulcan Materials Company September 1999 - January 2009
Skills
Team Leadership, Team Building, Budgets, Customer Service, Sales, Purchasing, Cost Management, Profit Margins, Relationship Management, Sales Operations, Databases, Logistics Management, Quality Management, Negotiation, Financial Analysis, Customer Satisfaction, Sales Management, Cold Calling, Risk Management, Finance, Forecasting, Leadership, Operations Management
Education
University of North Florida 2002 — 2003
Masters of Business Administration, Business
Florida State University - College of Business 1992 — 1996
BS, Hospitality Administration
Connie Threewitt's Edward Jones Experience February 2014 - Present
Job Financial Advisor Diversity & Inclusion at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Edward Jones August 1994 - February 2014
Skills
Leadership, Public Speaking, Investments, Series 7, Time Management, Equities, Mutual Funds, Customer Service, Strategic Planning, Series 63, Financial Analysis, Securities, Financial Services, Process Improvement, Finance
Education
Webster University 2001 — 2003
MBA
Fontbonne University 1990 — 1993
BS, Business Administrations - Marketing
Edward Jones February 2014 - Present
Edward Jones August 1994 - February 2014
Skills
Leadership, Public Speaking, Investments, Series 7, Time Management, Equities, Mutual Funds, Customer Service, Strategic Planning, Series 63, Financial Analysis, Securities, Financial Services, Process Improvement, Finance
Education
Webster University 2001 — 2003
MBA
Fontbonne University 1990 — 1993
BS, Business Administrations - Marketing
Theodore Zepeda's Edward Jones Experience March 2009 - May 2009
Job Experienced in Sales and Management
Industry Construction
Experience
Comcast Business Services July 2010 - Present
Schaper construction March 2010 - July 2010
Edward Jones March 2009 - May 2009
Masco Contractor Services November 2002 - December 2008
J.S Paluch April 2007 - January 2008
Lawn and Landscaping March 2001 - August 2002
Rexair Rainbow March 2000 - August 2001
Tuway American Group Inc October 2000 - February 2001
Education
Franciscan University of Steubenville 1997 — 2002
Bachelor of Science, Business Administration; Finance
Comcast Business Services July 2010 - Present
Schaper construction March 2010 - July 2010
Edward Jones March 2009 - May 2009
Masco Contractor Services November 2002 - December 2008
J.S Paluch April 2007 - January 2008
Lawn and Landscaping March 2001 - August 2002
Rexair Rainbow March 2000 - August 2001
Tuway American Group Inc October 2000 - February 2001
Education
Franciscan University of Steubenville 1997 — 2002
Bachelor of Science, Business Administration; Finance
Amy Avanzado's Edward Jones Experience 1998 - Present
Job Team Leader Advisor Development at Edward Jones
Industry Financial Services
Experience
Edward Jones 1998 - Present
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Portfolio Management, Financial Advisory
Education
Fontbonne University 2005 — 2007
Master of Business Administration (MBA)
University of Missouri-Saint Louis 1997 — 1998
Bachelor of Business Administration (BBA)
Edward Jones 1998 - Present
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Retirement, Investments, Investment Advisory, Strategic Financial..., Series 63, Portfolio Management, Financial Advisory
Education
Fontbonne University 2005 — 2007
Master of Business Administration (MBA)
University of Missouri-Saint Louis 1997 — 1998
Bachelor of Business Administration (BBA)
Don Hartshorne's Edward Jones Experience May 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2006 - Present
Education
Florida State University 2002 — 2004
Finance, General
Penn State University 1994 — 1999
Forest Sciences and Biology
Edward Jones May 2006 - Present
Education
Florida State University 2002 — 2004
Finance, General
Penn State University 1994 — 1999
Forest Sciences and Biology
Van Clark's Edward Jones Experience 2005 - 2006
Job Manager, Human Resources at Enterprise Holdings, Inc.
Industry Nonprofit Organization Management
Experience
Enterprise Holdings, Inc. March 2014 - Present
Missouri Botanical Garden February 2011 - February 2014
Missouri Botanical Garden October 2008 - February 2011
Citi 2006 - 2008
Edward Jones 2005 - 2006
Convergys January 1998 - July 2005
Skills
Talent Acquisition, Employee Relations, Onboarding, Organizational..., Recruiting, Applicant Tracking..., HRIS, Human Resources, Performance Management, Talent Management, Deferred Compensation, Training, Benefits Administration, Employee Benefits, Succession Planning, Interviews, Personnel Management, Employee Engagement, Workforce Planning, FMLA, Employee Training, PeopleSoft, College Recruiting, HR Policies, Labor Relations, Payroll, Career Development, Hiring, Temporary Placement, Internet Recruiting, New Hire Orientations, Strategic HR, Job Descriptions, Employee Handbooks, Compensation & Benefit, Employee Recognition, Benefits Negotiation, Organizational..., Employment Law
Education
Fontbonne University 2003 — 2005
B.S., Organizational Studies
Enterprise Holdings, Inc. March 2014 - Present
Missouri Botanical Garden February 2011 - February 2014
Missouri Botanical Garden October 2008 - February 2011
Citi 2006 - 2008
Edward Jones 2005 - 2006
Convergys January 1998 - July 2005
Skills
Talent Acquisition, Employee Relations, Onboarding, Organizational..., Recruiting, Applicant Tracking..., HRIS, Human Resources, Performance Management, Talent Management, Deferred Compensation, Training, Benefits Administration, Employee Benefits, Succession Planning, Interviews, Personnel Management, Employee Engagement, Workforce Planning, FMLA, Employee Training, PeopleSoft, College Recruiting, HR Policies, Labor Relations, Payroll, Career Development, Hiring, Temporary Placement, Internet Recruiting, New Hire Orientations, Strategic HR, Job Descriptions, Employee Handbooks, Compensation & Benefit, Employee Recognition, Benefits Negotiation, Organizational..., Employment Law
Education
Fontbonne University 2003 — 2005
B.S., Organizational Studies
connie corbin's Edward Jones Experience April 2010 - Present
Job Senior Programmer Analyst at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones April 2010 - Present
Youth Learning Center 2013 - 2013
Anheuser-Busch InBev June 2009 - April 2010
Anheuser-Busch Companies, Inc. 2005 - 2008
SBC 2004 - 2005
Anheuser-Busch Companies, Inc. 1998 - 2003
Skills
Oracle, SDLC, Java, Mainframe, Testing, COBOL, Web Applications, Unix, DB2, SQL, SOA, Analysis, Red Hat Linux, jQuery, Struts, iBatis, Spring, Integration, Requirements Analysis, Java Enterprise Edition, Perl
Education
Fontbonne University 1996 — 1998
BS, Computer Science
Joliet Junior College 1985 — 1987
Edward Jones April 2010 - Present
Youth Learning Center 2013 - 2013
Anheuser-Busch InBev June 2009 - April 2010
Anheuser-Busch Companies, Inc. 2005 - 2008
SBC 2004 - 2005
Anheuser-Busch Companies, Inc. 1998 - 2003
Skills
Oracle, SDLC, Java, Mainframe, Testing, COBOL, Web Applications, Unix, DB2, SQL, SOA, Analysis, Red Hat Linux, jQuery, Struts, iBatis, Spring, Integration, Requirements Analysis, Java Enterprise Edition, Perl
Education
Fontbonne University 1996 — 1998
BS, Computer Science
Joliet Junior College 1985 — 1987
Ericka Washington's Edward Jones Experience March 2010 - April 2011
Job Corporate Recuiter at Ameren
Industry Financial Services
Experience
Ameren November 2012 - Present
Pinnacle Entertainment January 2012 - July 2012
Pinnacle Entertainment October 2011 - January 2012
Scottrade May 2011 - June 2011
Edward Jones March 2010 - April 2011
Edward Jones November 2008 - March 2010
Edward Jones July 2006 - November 2008
Edward Jones May 2004 - July 2006
Education
Fontbonne University 2003 — 2007
Bachelor, Business Adminstration
Ameren November 2012 - Present
Pinnacle Entertainment January 2012 - July 2012
Pinnacle Entertainment October 2011 - January 2012
Scottrade May 2011 - June 2011
Edward Jones March 2010 - April 2011
Edward Jones November 2008 - March 2010
Edward Jones July 2006 - November 2008
Edward Jones May 2004 - July 2006
Education
Fontbonne University 2003 — 2007
Bachelor, Business Adminstration
Scott Griffis's Edward Jones Experience 2000 - 2001
Job Deputy Program Manager at Sotera Defense Solutions, Inc.
Industry Defense & Space
Experience
Sotera Defense Solutions, Inc. 2010 - Present
FBI 2010 - 2010
SEM (Mutual Fund) 2003 - 2009
Edward Jones 2000 - 2001
Skills
Government, Program Management, Counterterrorism, Team Leadership, Strategic Planning, Management
Education
Florida State University - College of Business
Bachelors, Management
The American College
Certified Financial Planner
University of South Florida
MBA
Sotera Defense Solutions, Inc. 2010 - Present
FBI 2010 - 2010
SEM (Mutual Fund) 2003 - 2009
Edward Jones 2000 - 2001
Skills
Government, Program Management, Counterterrorism, Team Leadership, Strategic Planning, Management
Education
Florida State University - College of Business
Bachelors, Management
The American College
Certified Financial Planner
University of South Florida
MBA
Lisa Chillers's Edward Jones Experience May 2011 - October 2014
Job Employee Engagement Coordinator at Magellan Health
Industry Human Resources
Experience
Magellan Health January 2015 - Present
Magellan Health January 2015 - Present
Edward Jones May 2011 - October 2014
Aerotek Staffing June 2009 - March 2011
Brown Smith Wallace February 2008 - August 2008
Medicine Shoppe International November 2004 - February 2008
Skills
Email Marketing, Microsoft Office, PowerPoint, Customer Service, Public Relations, Microsoft Word, CRM, Trade Shows, Event Planning, Market Research, Marketing, Marketing Communications, Marketing Strategy, Public Speaking, Team Building, Time Management, Microsoft Excel, Strategic Planning
Education
Fontbonne University 2003 — 2007
Bachelor, Business Administration
Fontbonne University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Magellan Health January 2015 - Present
Magellan Health January 2015 - Present
Edward Jones May 2011 - October 2014
Aerotek Staffing June 2009 - March 2011
Brown Smith Wallace February 2008 - August 2008
Medicine Shoppe International November 2004 - February 2008
Skills
Email Marketing, Microsoft Office, PowerPoint, Customer Service, Public Relations, Microsoft Word, CRM, Trade Shows, Event Planning, Market Research, Marketing, Marketing Communications, Marketing Strategy, Public Speaking, Team Building, Time Management, Microsoft Excel, Strategic Planning
Education
Fontbonne University 2003 — 2007
Bachelor, Business Administration
Fontbonne University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Kaye Campbell's Edward Jones Experience March 2015 - Present
Job Talent Acquisition
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones April 1993 - Present
ASB - Meditest June 1992 - April 1993
Family Guardian Life Insurance Company - Citigroup January 1981 - June 1992
Massachusetts Indemnity Life Ins Co November 1979 - January 1981
Skills
Leadership, Series 7, Financial Services, Securities, Investments, Equities, Series 24, Series 9, Series 10, Project Management
Education
Fontbonne University
Organizational Studies, Organizational Studies
Edward Jones March 2015 - Present
Edward Jones April 1993 - Present
ASB - Meditest June 1992 - April 1993
Family Guardian Life Insurance Company - Citigroup January 1981 - June 1992
Massachusetts Indemnity Life Ins Co November 1979 - January 1981
Skills
Leadership, Series 7, Financial Services, Securities, Investments, Equities, Series 24, Series 9, Series 10, Project Management
Education
Fontbonne University
Organizational Studies, Organizational Studies
Bridget Owens's Edward Jones Experience July 2007 - Present
Job Senior Applications Programmer at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones July 2007 - Present
IBM Global Services 1998 - 2007
Skills
SDLC, Business Analysis, SQL, DB2, COBOL, Oracle, Requirements Analysis, Databases, Unix, Database Design, Data Warehousing, XML, Agile Methodologies, Business Intelligence, ETL, Project Management, Java, Visio
Education
Fontbonne University 2007 — 2010
Masters, Business Administration
Saint Louis University 1988 — 1992
B.A., Computer Science
Edward Jones July 2007 - Present
IBM Global Services 1998 - 2007
Skills
SDLC, Business Analysis, SQL, DB2, COBOL, Oracle, Requirements Analysis, Databases, Unix, Database Design, Data Warehousing, XML, Agile Methodologies, Business Intelligence, ETL, Project Management, Java, Visio
Education
Fontbonne University 2007 — 2010
Masters, Business Administration
Saint Louis University 1988 — 1992
B.A., Computer Science
Prent Sanger's Edward Jones Experience February 2008 - September 2012
Job Owner/ Director of Operations
Industry Real Estate
Experience
RE/MAX Solutions April 2015 - Present
Raymond James August 2013 - April 2015
Edward Jones February 2008 - September 2012
Various Restaurant Chains and Hotels January 1997 - January 2007
Skills
Retirement Income..., Life Insurance, 401k Rollovers, Roth IRA, Wealth Transfer, Retirement Planning, Portfolio Management, Asset Managment, Stock Management, Traditional IRA, Annuities, Cash Management, Mortgage Lending, Long Term Care Insurance, Wealth Management, Retirement, Fixed Annuities, Financial Advisory, Asset Management, Investment Advisory, Mutual Funds, Series 7, 401k, Financial Planners, Financial Planning
Education
Florida State University 1995 — 2000
Hospitality Administration/Management
Cocoa Beach High School 1992 — 1995
RE/MAX Solutions April 2015 - Present
Raymond James August 2013 - April 2015
Edward Jones February 2008 - September 2012
Various Restaurant Chains and Hotels January 1997 - January 2007
Skills
Retirement Income..., Life Insurance, 401k Rollovers, Roth IRA, Wealth Transfer, Retirement Planning, Portfolio Management, Asset Managment, Stock Management, Traditional IRA, Annuities, Cash Management, Mortgage Lending, Long Term Care Insurance, Wealth Management, Retirement, Fixed Annuities, Financial Advisory, Asset Management, Investment Advisory, Mutual Funds, Series 7, 401k, Financial Planners, Financial Planning
Education
Florida State University 1995 — 2000
Hospitality Administration/Management
Cocoa Beach High School 1992 — 1995
Dorian Crockrell's Edward Jones Experience August 2008 - April 2009
Job Recruiting Manager Permanent Placement Services at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting July 2015 - Present
Fisher Investments February 2013 - October 2014
Merrill Lynch 2011 - 2013
JP Morgan Chase August 2009 - July 2011
Edward Jones August 2008 - April 2009
SunTrust Bank August 2007 - August 2008
Skills
Strategic Financial..., Investments, Finance, Series 7, Insurance, Financial Services, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales, Mutual Funds, Equities, Customer Service, Retirement Planning, Securities, Public Speaking, Leadership, Series 63, Asset Allocation, Fixed Income, Financial Planning, Series 9, Series 66, Series 10, Permanent Staffing, Recruiting, Human Resource..., Human Capital, Hedge Funds, Private Equity
Education
Florida State University 2002 — 2007
Bachelor of Science (B.S.), Economics, Finance
Franklin high school
Robert Half Finance & Accounting July 2015 - Present
Fisher Investments February 2013 - October 2014
Merrill Lynch 2011 - 2013
JP Morgan Chase August 2009 - July 2011
Edward Jones August 2008 - April 2009
SunTrust Bank August 2007 - August 2008
Skills
Strategic Financial..., Investments, Finance, Series 7, Insurance, Financial Services, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales, Mutual Funds, Equities, Customer Service, Retirement Planning, Securities, Public Speaking, Leadership, Series 63, Asset Allocation, Fixed Income, Financial Planning, Series 9, Series 66, Series 10, Permanent Staffing, Recruiting, Human Resource..., Human Capital, Hedge Funds, Private Equity
Education
Florida State University 2002 — 2007
Bachelor of Science (B.S.), Economics, Finance
Franklin high school
Carmella (Allen) Hardnett's Edward Jones Experience January 2005 - March 2006
Job Unit Manager (Insurance Division) at Parallon (formerly the Outsource Group)
Industry Hospital & Health Care
Experience
CIGNA Healthcare December 2011 - April 2013
Express Scripts August 2010 - April 2012
WellCare Health Plans March 2006 - March 2009
Edward Jones January 2005 - March 2006
American Water January 2004 - January 2005
Marsh (contract position) January 2002 - December 2002
HealthCare USA of Missouri, LLC March 1995 - March 2001
Skills
Leadership, Health Insurance, Management, Outlook, Insurance, Time Management, Customer Service
Education
Fontbonne University 2002 — 2004
Master's Degree, Business Administration
Lincoln University (MO) 1985 — 1989
Bachelors, Business Administration
CIGNA Healthcare December 2011 - April 2013
Express Scripts August 2010 - April 2012
WellCare Health Plans March 2006 - March 2009
Edward Jones January 2005 - March 2006
American Water January 2004 - January 2005
Marsh (contract position) January 2002 - December 2002
HealthCare USA of Missouri, LLC March 1995 - March 2001
Skills
Leadership, Health Insurance, Management, Outlook, Insurance, Time Management, Customer Service
Education
Fontbonne University 2002 — 2004
Master's Degree, Business Administration
Lincoln University (MO) 1985 — 1989
Bachelors, Business Administration
Patrick Parsons's Edward Jones Experience July 2007 - January 2010
Job Acquisitions & Development Manager at EdR
Industry Real Estate
Experience
EdR Collegiate Housing July 2013 - Present
ServiceMaster March 2012 - June 2013
ServiceMaster August 2010 - March 2012
Edward Jones July 2007 - January 2010
Skills
Process Improvement, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Analysis, Budgets, Accounting, Forecasting, Business Valuation, Due Diligence, Mergers, Finance, Mergers & Acquisitions, Valuation, Investments, Corporate Finance
Education
Florida State University 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
The University of Memphis 2007 — 2009
B.B.A, Finance
EdR Collegiate Housing July 2013 - Present
ServiceMaster March 2012 - June 2013
ServiceMaster August 2010 - March 2012
Edward Jones July 2007 - January 2010
Skills
Process Improvement, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Analysis, Budgets, Accounting, Forecasting, Business Valuation, Due Diligence, Mergers, Finance, Mergers & Acquisitions, Valuation, Investments, Corporate Finance
Education
Florida State University 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
The University of Memphis 2007 — 2009
B.B.A, Finance
Alishea Carter's Edward Jones Experience August 2007 - December 2011
Job Campus Relations Specialist at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation January 2012 - Present
Edward Jones August 2007 - December 2011
Edward Jones February 2009 - August 2009
Edward Jones June 2004 - August 2007
2003 May 2003 - August 2003
Skills
SDLC, Recruiting, PowerPoint, Interviews, Screening, Human Resources, Project Management, Hiring, Team Leadership, Software Documentation, Strategic Planning, Career Counseling, Management
Education
Fontbonne University 2005 — 2007
Masters, MBA
Missouri University of Science and Technology
2004B.S, Management and Information Systems
Centene Corporation January 2012 - Present
Edward Jones August 2007 - December 2011
Edward Jones February 2009 - August 2009
Edward Jones June 2004 - August 2007
2003 May 2003 - August 2003
Skills
SDLC, Recruiting, PowerPoint, Interviews, Screening, Human Resources, Project Management, Hiring, Team Leadership, Software Documentation, Strategic Planning, Career Counseling, Management
Education
Fontbonne University 2005 — 2007
Masters, MBA
Missouri University of Science and Technology
2004B.S, Management and Information Systems
Mildred Galvin's Edward Jones Experience June 1988 - January 1998
Job Senior Vice President & Senior Partner, Talent Development at FleishmanHillard
Industry
Experience
FleishmanHillard February 1998 - Present
Edward Jones June 1988 - January 1998
Skills
Corporate Communications, Recruiting, Message Development, Reputation Management, Crisis Communications, Public Speaking, Strategic Communications, Leadership, Internal Communications, Event Planning, Media Relations
Education
Fontbonne University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
FleishmanHillard February 1998 - Present
Edward Jones June 1988 - January 1998
Skills
Corporate Communications, Recruiting, Message Development, Reputation Management, Crisis Communications, Public Speaking, Strategic Communications, Leadership, Internal Communications, Event Planning, Media Relations
Education
Fontbonne University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Laconia Harris's Edward Jones Experience July 2009 - Present
Job
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Edward Jones November 2004 - July 2009
First Financial Planners November 2002 - November 2004
Stifel Financial Corp. August 1999 - November 2002
Skills
Fixed Annuities, English, Customer Service, Strategic Planning, Microsoft Office, insurance, Project Coordination, Relationship Management, Collaboration, planning and organizing
Education
Fontbonne University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Louis University 1993 — 1995
Bachelor of Arts (B.A.), Economics
Edward Jones July 2009 - Present
Edward Jones November 2004 - July 2009
First Financial Planners November 2002 - November 2004
Stifel Financial Corp. August 1999 - November 2002
Skills
Fixed Annuities, English, Customer Service, Strategic Planning, Microsoft Office, insurance, Project Coordination, Relationship Management, Collaboration, planning and organizing
Education
Fontbonne University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Louis University 1993 — 1995
Bachelor of Arts (B.A.), Economics
Shane Briscuso's Edward Jones Experience 1995 - 2000
Job Technology Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2004 - Present
Wells Fargo February 2002 - Present
Edward Jones 1995 - 2000
SmithKline/now Quest 1990 - 1996
Skills
Research, Microsoft Office, Public Speaking, Strategic Planning, Storage, Leadership, SDLC, Management, Change Management, ITIL, Business Development, Databases, SAN, Cisco Technologies, Microsoft SQL Server
Education
Fontbonne University
Master's degree, Computer/Information Technology Administration and Management
Fontbonne University
Master of Business Administration (MBA), Engineering/Industrial Management
Hazelwood West
Wells Fargo February 2004 - Present
Wells Fargo February 2002 - Present
Edward Jones 1995 - 2000
SmithKline/now Quest 1990 - 1996
Skills
Research, Microsoft Office, Public Speaking, Strategic Planning, Storage, Leadership, SDLC, Management, Change Management, ITIL, Business Development, Databases, SAN, Cisco Technologies, Microsoft SQL Server
Education
Fontbonne University
Master's degree, Computer/Information Technology Administration and Management
Fontbonne University
Master of Business Administration (MBA), Engineering/Industrial Management
Hazelwood West
Christine Read's Edward Jones Experience December 2011 - December 2013
Job Sr. Director Leadership Guidelines & Recognition at Younique Products
Industry Executive Office
Experience
Younique Products March 2015 - Present
Origami Owl Custom Jewelry June 2014 - Present
Origami Owl Custom Jewelry January 2014 - June 2014
Edward Jones December 2011 - December 2013
The Longaberger Company January 1999 - August 2010
Community Health Plan of Ohio January 1998 - January 1999
Skills
Event Planning, Customer Service, Marketing, Outlook, Training, Employee Relations, Inventory Management, Budgets, Team Building, Leadership, Sales, Coaching, Management, Leadership Development, Human Resources, PowerPoint, Microsoft Office, Recruiting, Event Management, Retail, Strategic Planning, Microsoft Excel, Public Speaking
Education
Licking Valley HS
The Ohio State University
Charleston School of Real Estate
Real Estate
Florida Community College at Jacksonville
Younique Products March 2015 - Present
Origami Owl Custom Jewelry June 2014 - Present
Origami Owl Custom Jewelry January 2014 - June 2014
Edward Jones December 2011 - December 2013
The Longaberger Company January 1999 - August 2010
Community Health Plan of Ohio January 1998 - January 1999
Skills
Event Planning, Customer Service, Marketing, Outlook, Training, Employee Relations, Inventory Management, Budgets, Team Building, Leadership, Sales, Coaching, Management, Leadership Development, Human Resources, PowerPoint, Microsoft Office, Recruiting, Event Management, Retail, Strategic Planning, Microsoft Excel, Public Speaking
Education
Licking Valley HS
The Ohio State University
Charleston School of Real Estate
Real Estate
Florida Community College at Jacksonville
Calvin Auman's Edward Jones Experience June 2000 - October 2003
Job 5th grade teacher at Taylors Elementary School
Industry Education Management
Experience
Taylors Elementary School August 2007 - Present
Alice Drive Elementary School August 2005 - July 2007
South Sumter High School October 2003 - June 2005
Edward Jones June 2000 - October 2003
Education
Francis Marion University 1995 — 1997
Master's Degree, Education/Remediation
Francis Marion University 1988 — 1992
Bachelor's Degree, Elementary Education and Teaching
Hartsville High School 1984 — 1987
Diploma
Taylors Elementary School August 2007 - Present
Alice Drive Elementary School August 2005 - July 2007
South Sumter High School October 2003 - June 2005
Edward Jones June 2000 - October 2003
Education
Francis Marion University 1995 — 1997
Master's Degree, Education/Remediation
Francis Marion University 1988 — 1992
Bachelor's Degree, Elementary Education and Teaching
Hartsville High School 1984 — 1987
Diploma
Andrea Pedigo's Edward Jones Experience
Job Sr. Branch Office Adminstrator at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Investments, Leadership, Securities, Customer Service, Administrative..., Event Planning, Microsoft Office, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Sales, Social Media, Team Building
Education
Fort Hays State University 2007 — 2012
Master of Liberal Studies, Organizational leadership and management
Friends University 2006 — 2007
bachelor of science, Organizational leadership and management
Edward Jones
Skills
Investments, Leadership, Securities, Customer Service, Administrative..., Event Planning, Microsoft Office, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Sales, Social Media, Team Building
Education
Fort Hays State University 2007 — 2012
Master of Liberal Studies, Organizational leadership and management
Friends University 2006 — 2007
bachelor of science, Organizational leadership and management
Annette Hinkle's Edward Jones Experience June 2007 - December 2008
Job H.R. Generalist at Corizon
Industry Medical Practice
Experience
Corizon Health March 2009 - Present
Corizon Health March 2009 - Present
Edward Jones June 2007 - December 2008
Federated/May Company January 2000 - June 2006
Education
Fontbonne University 2008 — 2010
Bachelor of Arts, Organizational Studies
Corizon Health March 2009 - Present
Corizon Health March 2009 - Present
Edward Jones June 2007 - December 2008
Federated/May Company January 2000 - June 2006
Education
Fontbonne University 2008 — 2010
Bachelor of Arts, Organizational Studies
Carrie Hodapp's Edward Jones Experience July 2012 - Present
Job Payment Authorization Team at Edward Jones
Industry Apparel & Fashion
Experience
Edward Jones July 2012 - Present
Macy's August 2009 - June 2012
Louis Vuitton August 2008 - November 2008
Coach Leatherware November 2006 - August 2008
Skills
Microsoft Office, Teamwork, Team Motivator, Visual Merchandising, Merchandising, Fashion, Styling, Trend Analysis, Apparel, Store Management, Retail, Trend, Loss Prevention, Fashion Shows, Inventory Management, Sales Analysis, Fashion Design
Education
Fontbonne University 2005 — 2009
Bachelor of Science, Fashion Merchandising
Edward Jones July 2012 - Present
Macy's August 2009 - June 2012
Louis Vuitton August 2008 - November 2008
Coach Leatherware November 2006 - August 2008
Skills
Microsoft Office, Teamwork, Team Motivator, Visual Merchandising, Merchandising, Fashion, Styling, Trend Analysis, Apparel, Store Management, Retail, Trend, Loss Prevention, Fashion Shows, Inventory Management, Sales Analysis, Fashion Design
Education
Fontbonne University 2005 — 2009
Bachelor of Science, Fashion Merchandising
Wanda Starr-Ferguson, MBA's Edward Jones Experience September 2012 - Present
Job Inclusion & Diversity at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Skills
Investments, Management, Series 63, Human Resources, Strategic Planning, Sales, Customer Service, Event Planning, Marketing
Education
Lindenwood University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Fontbonne University 1995 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Edward Jones September 2012 - Present
Skills
Investments, Management, Series 63, Human Resources, Strategic Planning, Sales, Customer Service, Event Planning, Marketing
Education
Lindenwood University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Fontbonne University 1995 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Greg Seibel's Edward Jones Experience 1978 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1978 - Present
Skills
Series 7, Series 63, Uniform Combined State...
Education
Fort Hays State University
Bachelors, Finance
Edward Jones 1978 - Present
Skills
Series 7, Series 63, Uniform Combined State...
Education
Fort Hays State University
Bachelors, Finance
Elizabeth Oros's Edward Jones Experience September 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Education
Florida State University 2007 — 2008
Master of Business Administration (M.B.A.)
Florida State University 2002 — 2006
Bachelor's degree, Marketing
Edward Jones September 2008 - Present
Education
Florida State University 2007 — 2008
Master of Business Administration (M.B.A.)
Florida State University 2002 — 2006
Bachelor's degree, Marketing
Bryan Dunphy's Edward Jones Experience March 2010 - Present
Job Member of the Board of Directors at Women's Re
Industry Financial Services
Experience
Women's Resource Center March 2014 - Present
Cranston Investment Committee March 2011 - Present
Edward Jones March 2010 - Present
Skills
Retirement, Investments, Wealth Management, Business Strategy, Financial Advisory, 401k, Strategic Planning, Customer Service, Insurance, Marketing Strategy, Small Business, Management
Education
Fordham University 1987 — 1991
Bachelor of Arts (B.A.)
Women's Resource Center March 2014 - Present
Cranston Investment Committee March 2011 - Present
Edward Jones March 2010 - Present
Skills
Retirement, Investments, Wealth Management, Business Strategy, Financial Advisory, 401k, Strategic Planning, Customer Service, Insurance, Marketing Strategy, Small Business, Management
Education
Fordham University 1987 — 1991
Bachelor of Arts (B.A.)
Sherry Wynn's Edward Jones Experience Human Rescources CoordinatorCharter Communications1997 - 2012
Job Talent Acquistion Support at Edward Jones
Industry Financial Services
Experience
Edward Jones Human Rescources CoordinatorCharter Communications1997 - 2012
Skills
Customer Service, Call Centers, Leadership, Recruiting, Process Improvement, Team Building
Education
Fontbonne University 2008 — 2010
Bachelor of Arts (BA), Human Resources Management and Services
University of Missouri-Saint Louis 2003 — 2007
Human Resources Management/Personnel Administration, General
Edward Jones Human Rescources CoordinatorCharter Communications1997 - 2012
Skills
Customer Service, Call Centers, Leadership, Recruiting, Process Improvement, Team Building
Education
Fontbonne University 2008 — 2010
Bachelor of Arts (BA), Human Resources Management and Services
University of Missouri-Saint Louis 2003 — 2007
Human Resources Management/Personnel Administration, General
Briana Huston's Edward Jones Experience June 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Banking
Experience
Edward Jones June 2015 - Present
Coldwell Banker Real Estate February 2015 - June 2015
Umpqua Bank August 2008 - June 2015
Union Bank October 2007 - August 2008
Bank of America August 2005 - October 2007
Skills
Consumer Lending, Small Business Lending, Cash Management, Customer Service, Compliance, Microsoft Excel, Commercial Lending, Credit Analysis, Deposits, Loans
Education
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Psychology
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Social Sciences
Folsom Lake College 2003 — 2007
Associate of Arts (AA), General Education Transferrable
Edward Jones June 2015 - Present
Coldwell Banker Real Estate February 2015 - June 2015
Umpqua Bank August 2008 - June 2015
Union Bank October 2007 - August 2008
Bank of America August 2005 - October 2007
Skills
Consumer Lending, Small Business Lending, Cash Management, Customer Service, Compliance, Microsoft Excel, Commercial Lending, Credit Analysis, Deposits, Loans
Education
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Psychology
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Social Sciences
Folsom Lake College 2003 — 2007
Associate of Arts (AA), General Education Transferrable
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation