Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Sean Scotney Sean Scotney's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
INTRUST Bank March 2011 - July 2012
Northwestern Mutual 2003 - 2010
JB Hunt Transport Services, Inc. 2001 - 2003
Rail Van 1996 - 2001
United States Army November 1994 - November 2000
Skills
Strategic Financial..., Retirement Planning, Investments, Customer Service, Series 7, Marketing, Sales, Asset Managment, Team Building, Portfolio Management, Finance, Wealth Management, Fixed Annuities, Team Leadership, Retirement, Public Speaking, Management, Leadership, Financial Analysis, Financial Services, Insurance
Education
Franklin University 1996 — 1999
B.S., Marketing
Taylor University 1993 — 1994
Edward Jones July 2012 - Present
INTRUST Bank March 2011 - July 2012
Northwestern Mutual 2003 - 2010
JB Hunt Transport Services, Inc. 2001 - 2003
Rail Van 1996 - 2001
United States Army November 1994 - November 2000
Skills
Strategic Financial..., Retirement Planning, Investments, Customer Service, Series 7, Marketing, Sales, Asset Managment, Team Building, Portfolio Management, Finance, Wealth Management, Fixed Annuities, Team Leadership, Retirement, Public Speaking, Management, Leadership, Financial Analysis, Financial Services, Insurance
Education
Franklin University 1996 — 1999
B.S., Marketing
Taylor University 1993 — 1994
Michael Marcano Michael Marcano's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
Safelite Group 2010 - 2013
Safelite Group 2008 - 2010
Safelite Group 2007 - 2008
Safelite Group 2006 - 2007
Skills
Sales, Training, Recruiting, Sales Management, Leadership, Sales Presentations, Employee Training, Customer Retention, Insurance, Finance, Interviews, CRM, Cold Calling, Employee Benefits, Process Improvement, Small Business, Team Building
Education
Franklin University
Bachelor's Degree, Finance
Olentangy High School
Diploma
Edward Jones 2013 - Present
Safelite Group 2010 - 2013
Safelite Group 2008 - 2010
Safelite Group 2007 - 2008
Safelite Group 2006 - 2007
Skills
Sales, Training, Recruiting, Sales Management, Leadership, Sales Presentations, Employee Training, Customer Retention, Insurance, Finance, Interviews, CRM, Cold Calling, Employee Benefits, Process Improvement, Small Business, Team Building
Education
Franklin University
Bachelor's Degree, Finance
Olentangy High School
Diploma
Deena Sallee Deena Sallee's Edward Jones Experience January 2012 - Present
Job Real Estate Broker at James Real Estate Services, Inc.
Industry Real Estate
Experience
James Real Estate Services, Inc. October 2013 - Present
Edward Jones January 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Nonprofits
Education
American Real Estate College
Front Range Community College
James Real Estate Services, Inc. October 2013 - Present
Edward Jones January 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Nonprofits
Education
American Real Estate College
Front Range Community College
Jacob Coleman Jacob Coleman's Edward Jones Experience June 2015 - Present
Job With Edward Jones
Industry Investment Management
Experience
Edward Jones June 2015 - Present
American Funds April 2001 - November 2014
Columbia Mutual Funds November 1997 - January 2001
Evergreen Aviation May 1997 - December 1997
Skills
Mutual Funds, Financial Analysis, Retirement Planning, Retirement, Relationship Management, Finance, Back Office, Executive Management, Investment Advisory, Financial Services, Securities, FINRA, Asset Allocation, 401k, Series 7, Wealth Management, Salesforce.com, Series 24, Fixed Income, Management, Project Management, Leadership, Investments, Customer Service, Process Improvement, Strategic Planning, Equities
Education
George Fox University 1993 — 1997
Bachelor of Science (BS), Psychology
Vale Union High School
Edward Jones June 2015 - Present
American Funds April 2001 - November 2014
Columbia Mutual Funds November 1997 - January 2001
Evergreen Aviation May 1997 - December 1997
Skills
Mutual Funds, Financial Analysis, Retirement Planning, Retirement, Relationship Management, Finance, Back Office, Executive Management, Investment Advisory, Financial Services, Securities, FINRA, Asset Allocation, 401k, Series 7, Wealth Management, Salesforce.com, Series 24, Fixed Income, Management, Project Management, Leadership, Investments, Customer Service, Process Improvement, Strategic Planning, Equities
Education
George Fox University 1993 — 1997
Bachelor of Science (BS), Psychology
Vale Union High School
Jean-Luc Panchot Jean-Luc Panchot's Edward Jones Experience April 2014 - May 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - August 2015
Edward Jones April 2014 - May 2015
Innovo Solutions NPC January 2014 - May 2015
The Hoya January 2014 - January 2015
Georgetown University January 2013 - January 2015
Bear Analytics September 2014 - December 2014
World Wide Technology May 2014 - August 2014
Syberg's Dorsett May 2013 - September 2013
Laclede Gas Company May 2011 - August 2011
Skills
Leadership, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Facebook, Public Speaking, Time Management, Teamwork, Fundraising, Data Analysis, Event Management, Social Networking, Community Outreach, Spanish, Team Building, Critical Thinking
Education
Georgetown University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Operations and Information Management (OPIM), Finance
Lafayette Senior High
Jefferies May 2015 - August 2015
Edward Jones April 2014 - May 2015
Innovo Solutions NPC January 2014 - May 2015
The Hoya January 2014 - January 2015
Georgetown University January 2013 - January 2015
Bear Analytics September 2014 - December 2014
World Wide Technology May 2014 - August 2014
Syberg's Dorsett May 2013 - September 2013
Laclede Gas Company May 2011 - August 2011
Skills
Leadership, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Facebook, Public Speaking, Time Management, Teamwork, Fundraising, Data Analysis, Event Management, Social Networking, Community Outreach, Spanish, Team Building, Critical Thinking
Education
Georgetown University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Operations and Information Management (OPIM), Finance
Lafayette Senior High
Jason Hachtel Jason Hachtel's Edward Jones Experience September 2001 - October 2004
Job Senior Finance Program Director with The Institute of International Education (IIE)
Industry Government Relations
Experience
Institute of International Education June 2015 - Present
Institute of International Education March 2015 - June 2015
Heartland Payment Systems July 2014 - February 2015
Wells Fargo July 2011 - June 2014
Wells Fargo April 2009 - July 2011
Wells Fargo January 2006 - April 2009
Terry Balding and Associates October 2004 - January 2006
Edward Jones September 2001 - October 2004
Skills
Financial Analysis, Economics, Analysis, Management, Training, Sales Management, Relationship Management, Microsoft Excel, Team Building, Banking, Sales, Small Business Lending, Cross Selling, Cold Calling, Microsoft Office, Loans, Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Microsoft Word, microsoft powerpoint, Human Resources, Recruiting, Relationship Building, Team Leadership, Staff Development, Program Facilitation, Program Development, Employee Training, Training & Development, Training Delivery, Finance, Financial Planning, Financial Services, Account Management, Accounts Receivable, Merchant Services, Financial Reporting, Curriculum Development, MS Excel Pivot Tables, Forecasting, Trend Analysis
Education
University Wisconsin La Crosse 1997 — 2001
BS, Major in Finance and Economics
George Mason University
Fundamentals of Government Contractiong, Government Contracting
Institute of International Education June 2015 - Present
Institute of International Education March 2015 - June 2015
Heartland Payment Systems July 2014 - February 2015
Wells Fargo July 2011 - June 2014
Wells Fargo April 2009 - July 2011
Wells Fargo January 2006 - April 2009
Terry Balding and Associates October 2004 - January 2006
Edward Jones September 2001 - October 2004
Skills
Financial Analysis, Economics, Analysis, Management, Training, Sales Management, Relationship Management, Microsoft Excel, Team Building, Banking, Sales, Small Business Lending, Cross Selling, Cold Calling, Microsoft Office, Loans, Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Microsoft Word, microsoft powerpoint, Human Resources, Recruiting, Relationship Building, Team Leadership, Staff Development, Program Facilitation, Program Development, Employee Training, Training & Development, Training Delivery, Finance, Financial Planning, Financial Services, Account Management, Accounts Receivable, Merchant Services, Financial Reporting, Curriculum Development, MS Excel Pivot Tables, Forecasting, Trend Analysis
Education
University Wisconsin La Crosse 1997 — 2001
BS, Major in Finance and Economics
George Mason University
Fundamentals of Government Contractiong, Government Contracting
Dale McNabb Dale McNabb's Edward Jones Experience June 2013 - Present
Job
Industry Financial Services
Experience
Edward Jones June 2013 - Present
United Community Bank November 2007 - April 2013
SunTrust Mortgage August 2003 - November 2007
Skills
Individual Retirement..., Education Savings, Retirement Plan..., Insurance, Business Retirement..., Systematic Investing, Portfolio and..., Investor Education..., Annuities
Education
Georgia Institute of Technology 1984 — 1988
Bachelor of Science (B.S.), Engineering/Industrial Management
Glynn Academy 1980 — 1984
Edward Jones June 2013 - Present
United Community Bank November 2007 - April 2013
SunTrust Mortgage August 2003 - November 2007
Skills
Individual Retirement..., Education Savings, Retirement Plan..., Insurance, Business Retirement..., Systematic Investing, Portfolio and..., Investor Education..., Annuities
Education
Georgia Institute of Technology 1984 — 1988
Bachelor of Science (B.S.), Engineering/Industrial Management
Glynn Academy 1980 — 1984
Dr. Eduardo Haynes Dr. Eduardo Haynes's Edward Jones Experience July 2009 - January 2013
Job Finance, Higher Education, & Non Profit Leader, Author, Consultant and Researcher
Industry Higher Education
Experience
Prometric September 2015 - Present
Pearson April 2015 - Present
The Well Appointed Group, LLC January 2015 - Present
University of Phoenix - School of Advanced Studies October 2014 - Present
Project One Scholarship Fund April 2010 - Present
University of Phoenix June 2007 - Present
Mooresville Community Alliance January 2010 - September 2015
Apollo Education Group January 2013 - August 2014
United Way Of Lake Norman January 2013 - January 2014
Edward Jones July 2009 - January 2013
Skills
Financial Analysis, Budgets, Strategic Planning, Strategy, Business Planning, Financial Reporting, Series 7, Series 66, Higher Education, Higher Education..., Non-profits, Board Development, Board Administration, Fundraising, Insurance, Adult Education, Leadership Development, Faciltation, Community Colleges, Strategic Negotiations, Finance, Community Development, Investments, Portfolio Management, Research, Financial Services, Strategic Financial..., Mutual Funds, Public Speaking, Workshop Facilitation, Banking, Financial Modeling, Career Counseling, Program Development, Retirement Planning, Relationship Management, Community Outreach, Team Building, Managerial Finance, Analysis, Management, Staff Development, Nonprofits, Leadership, Event Planning, Grant Writing, Project Management, Project Planning, Uniform Combined State..., Program Management
Education
University of Phoenix 2013 — 2014
Graduate Certificate, Project Management
University of Phoenix 2004 — 2009
Doctorate Business Administration, Business Administration and Management, General
Gardner-Webb University 2003 — 2004
Master of Business Administration (M.B.A.), International Business
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Business/Finance
Prometric September 2015 - Present
Pearson April 2015 - Present
The Well Appointed Group, LLC January 2015 - Present
University of Phoenix - School of Advanced Studies October 2014 - Present
Project One Scholarship Fund April 2010 - Present
University of Phoenix June 2007 - Present
Mooresville Community Alliance January 2010 - September 2015
Apollo Education Group January 2013 - August 2014
United Way Of Lake Norman January 2013 - January 2014
Edward Jones July 2009 - January 2013
Skills
Financial Analysis, Budgets, Strategic Planning, Strategy, Business Planning, Financial Reporting, Series 7, Series 66, Higher Education, Higher Education..., Non-profits, Board Development, Board Administration, Fundraising, Insurance, Adult Education, Leadership Development, Faciltation, Community Colleges, Strategic Negotiations, Finance, Community Development, Investments, Portfolio Management, Research, Financial Services, Strategic Financial..., Mutual Funds, Public Speaking, Workshop Facilitation, Banking, Financial Modeling, Career Counseling, Program Development, Retirement Planning, Relationship Management, Community Outreach, Team Building, Managerial Finance, Analysis, Management, Staff Development, Nonprofits, Leadership, Event Planning, Grant Writing, Project Management, Project Planning, Uniform Combined State..., Program Management
Education
University of Phoenix 2013 — 2014
Graduate Certificate, Project Management
University of Phoenix 2004 — 2009
Doctorate Business Administration, Business Administration and Management, General
Gardner-Webb University 2003 — 2004
Master of Business Administration (M.B.A.), International Business
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Business/Finance
Jesse Giles Jesse Giles's Edward Jones Experience 2006 - 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Lindsay Maren Decker Lindsay Maren Decker's Edward Jones Experience June 2010 - June 2013
Job Administrative Assistant at Landsberg Bennett Private Wealth Management
Industry Financial Services
Experience
Landsberg Bennett Private Wealth Management July 2013 - Present
Edward Jones June 2010 - June 2013
LA Fitness January 2009 - 2010
Bloomberg LP June 2001 - April 2009
Education
Franklin & Marshall College 1997 — 2001
BA in Political Science, Finance, General
Franklin and Marshall 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Kimberton waldorf 1985 — 1997
High School diploma, Pre Libral Arts School K-12
Landsberg Bennett Private Wealth Management July 2013 - Present
Edward Jones June 2010 - June 2013
LA Fitness January 2009 - 2010
Bloomberg LP June 2001 - April 2009
Education
Franklin & Marshall College 1997 — 2001
BA in Political Science, Finance, General
Franklin and Marshall 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Kimberton waldorf 1985 — 1997
High School diploma, Pre Libral Arts School K-12
Cheryl Isbell MST CFE CDFA Cheryl Isbell MST CFE CDFA's Edward Jones Experience 1998 - 2000
Job Forensic Financial Consultant
Industry Financial Services
Experience
Isbell Financial May 2007 - Present
Grant Thornton May 2005 - April 2007
Hammerle Finley Law Firm 2003 - 2005
Brookhaven College 2002 - 2003
Flower Mound Financial Services 1998 - 2003
Edward Jones 1998 - 2000
Price Waterhouse 1991 - 1993
Skills
Fraud Investigations, Expert Witness, Customer Negotiations, Litigation Support, Tax, Fraud, Accounting, Financial Analysis, Litigation, Negotiation, Due Diligence, Mediation, Strategic Financial..., Financial Modeling, Analysis, Insurance, Forensic Accounting, Courts, Valuation, Legal Research, Internal Controls, Forecasting, Management, Investments, Leadership, Corporate Governance, Financial Services, Finance, Consulting, Financial Reporting
Education
University of North Texas 1988 — 1990
Master of Science, Accounting
University of North Texas 1988 — 1990
Bachelor of Science, Accounting
George Mason University 1982 — 1987
Bachelor of Science, Economics
Woodbridge Sr High 1980 — 1981
Alva High School 1977 — 1980
Isbell Financial May 2007 - Present
Grant Thornton May 2005 - April 2007
Hammerle Finley Law Firm 2003 - 2005
Brookhaven College 2002 - 2003
Flower Mound Financial Services 1998 - 2003
Edward Jones 1998 - 2000
Price Waterhouse 1991 - 1993
Skills
Fraud Investigations, Expert Witness, Customer Negotiations, Litigation Support, Tax, Fraud, Accounting, Financial Analysis, Litigation, Negotiation, Due Diligence, Mediation, Strategic Financial..., Financial Modeling, Analysis, Insurance, Forensic Accounting, Courts, Valuation, Legal Research, Internal Controls, Forecasting, Management, Investments, Leadership, Corporate Governance, Financial Services, Finance, Consulting, Financial Reporting
Education
University of North Texas 1988 — 1990
Master of Science, Accounting
University of North Texas 1988 — 1990
Bachelor of Science, Accounting
George Mason University 1982 — 1987
Bachelor of Science, Economics
Woodbridge Sr High 1980 — 1981
Alva High School 1977 — 1980
Spencer Crume Spencer Crume's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Verizon Wireless March 2009 - April 2014
Circuit City January 2006 - March 2009
Coldwell Banker Real Estate January 2006 - December 2008
Skills
Leadership, Selling, Sales, Customer Service, Time Management, Customer Experience, Real Estate, Customer Satisfaction, Retail, Store Management, Inventory Management, Loss Prevention, Sales Operations, Merchandising, Customer Retention, Contract Negotiation, Strategic Planning, Data Entry, Team Building, Public Speaking, Management, Microsoft Office, Small Business, Sales Management, Finance
Education
University of Phoenix 2011 — 2013
Associate of Arts (AA), Computer Software Engineering
Allied Business School 2006 — 2006
Real Estate Salesperson, Real Estate Sales
Allied Business School 2004 — 2004
Real Estate Appraiser, Real Estate Appraisal
Enterprise High School 1992 — 1996
High School Diploma, General Education (High School)
Full Sail University
Edward Jones April 2014 - Present
Verizon Wireless March 2009 - April 2014
Circuit City January 2006 - March 2009
Coldwell Banker Real Estate January 2006 - December 2008
Skills
Leadership, Selling, Sales, Customer Service, Time Management, Customer Experience, Real Estate, Customer Satisfaction, Retail, Store Management, Inventory Management, Loss Prevention, Sales Operations, Merchandising, Customer Retention, Contract Negotiation, Strategic Planning, Data Entry, Team Building, Public Speaking, Management, Microsoft Office, Small Business, Sales Management, Finance
Education
University of Phoenix 2011 — 2013
Associate of Arts (AA), Computer Software Engineering
Allied Business School 2006 — 2006
Real Estate Salesperson, Real Estate Sales
Allied Business School 2004 — 2004
Real Estate Appraiser, Real Estate Appraisal
Enterprise High School 1992 — 1996
High School Diploma, General Education (High School)
Full Sail University
Malisa Wacker's Edward Jones Experience February 2015 - Present
Job Office Administrator at Edward Jones
Industry Health, Wellness and Fitness
Experience
Edward Jones February 2015 - Present
Farmers Insurance October 2014 - February 2015
Convergys March 2014 - October 2014
Weight Watchers August 2007 - October 2013
Federal Reserve Bank of Kansas City 1997 - 2006
Skills
Personal Development, Training Delivery, Employee Relations, Coaching, Training, Public Speaking, Employee Training, Leadership Development, Organizational..., Executive Coaching, Conflict Resolution, Instructional Design, Strategic Planning, Customer Service, Team Building, Program Management
Education
Friends University 1998 — 1999
Human Resource Management, Organizational Development, 3.8
Edward Jones February 2015 - Present
Farmers Insurance October 2014 - February 2015
Convergys March 2014 - October 2014
Weight Watchers August 2007 - October 2013
Federal Reserve Bank of Kansas City 1997 - 2006
Skills
Personal Development, Training Delivery, Employee Relations, Coaching, Training, Public Speaking, Employee Training, Leadership Development, Organizational..., Executive Coaching, Conflict Resolution, Instructional Design, Strategic Planning, Customer Service, Team Building, Program Management
Education
Friends University 1998 — 1999
Human Resource Management, Organizational Development, 3.8
Gerald Gee's Edward Jones Experience August 2014 - Present
Job FACD at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones August 2014 - Present
Sungevity December 2013 - May 2014
Betts Company December 2013 - May 2014
Comcast January 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Computers, Customer Service, Retail, Restaurants, Gym, Swimming, Supervising, Cashiers, Time Management, Social Networking, Social Media Marketing, Facebook, Market Research
Education
Fresno Pacific University 2008 — 2014
Bachelor's Degree, Finance, General
Deer Valley High School 2004 — 2008
High School Diploma, General Education
Edward Jones August 2014 - Present
Sungevity December 2013 - May 2014
Betts Company December 2013 - May 2014
Comcast January 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Computers, Customer Service, Retail, Restaurants, Gym, Swimming, Supervising, Cashiers, Time Management, Social Networking, Social Media Marketing, Facebook, Market Research
Education
Fresno Pacific University 2008 — 2014
Bachelor's Degree, Finance, General
Deer Valley High School 2004 — 2008
High School Diploma, General Education
Colin Jones's Edward Jones Experience March 2011 - February 2012
Job EIR Product & Strategy Lead at Digital Intent/Founder Equity + Kellogg MBA Candidate
Industry Internet
Experience
Founder Equity/Digital Intent March 2015 - Present
Groupon Getaways July 2013 - March 2015
Groupon Getaways July 2012 - July 2013
Groupon Getaways February 2012 - July 2012
Edward Jones March 2011 - February 2012
Wells Fargo June 2010 - February 2011
Skills
Strategic Partnerships, Business Development, Strategy, Marketing Strategy, Leadership, Marketing, Entrepreneurship, Account Management, Start-ups, Project Management, Cross-functional Team..., Negotiation, E-commerce, Business Strategy, Analysis, Online Advertising, Online Travel, Contract Negotiation, Business Relationship..., Data Analysis, Online Marketing, Digital Marketing, Analytics, Ruby on Rails, Product Development, Product Management, Product Marketing, Feature Definition, Feature Prioritization, Business Model..., Business Model..., Growth Strategies, Growth Hacking, SEO, Funnel Optimization, Product Innovation, Innovation Consulting, Strategic Consulting, Software Product..., Agile Methodologies, Agile Project Management, Agile Application..., Scrum, Design Thinking, User Research, User Experience
Education
Northwestern University - Kellogg School of Management 2013 — 2016
MBA Candidate
General Assembly 2014 — 2014
Introduction to Product Management
Georgia Southern University
Bachelor of Arts (BA), History, Political Science
Founder Equity/Digital Intent March 2015 - Present
Groupon Getaways July 2013 - March 2015
Groupon Getaways July 2012 - July 2013
Groupon Getaways February 2012 - July 2012
Edward Jones March 2011 - February 2012
Wells Fargo June 2010 - February 2011
Skills
Strategic Partnerships, Business Development, Strategy, Marketing Strategy, Leadership, Marketing, Entrepreneurship, Account Management, Start-ups, Project Management, Cross-functional Team..., Negotiation, E-commerce, Business Strategy, Analysis, Online Advertising, Online Travel, Contract Negotiation, Business Relationship..., Data Analysis, Online Marketing, Digital Marketing, Analytics, Ruby on Rails, Product Development, Product Management, Product Marketing, Feature Definition, Feature Prioritization, Business Model..., Business Model..., Growth Strategies, Growth Hacking, SEO, Funnel Optimization, Product Innovation, Innovation Consulting, Strategic Consulting, Software Product..., Agile Methodologies, Agile Project Management, Agile Application..., Scrum, Design Thinking, User Research, User Experience
Education
Northwestern University - Kellogg School of Management 2013 — 2016
MBA Candidate
General Assembly 2014 — 2014
Introduction to Product Management
Georgia Southern University
Bachelor of Arts (BA), History, Political Science
Jamal Carnette's Edward Jones Experience July 2007 - March 2008
Job Independent Contractor, Tech and Telecom Specialist at The Motley Fool
Industry Financial Services
Experience
The Motley Fool August 2014 - Present
The Motley Fool August 2012 - August 2014
Scottrade April 2008 - August 2012
Edward Jones July 2007 - March 2008
Navy Federal Credit Union May 2006 - July 2007
Skills
Series 7, Series 66, Microsoft Excel, PeopleSoft, Mortgage Lending, Banking, Microsoft Office, Credit, Bloomberg Terminal, Reuters, Asset Managment, Uniform Combined State..., Asset Management, Finance, Fixed Income, Equities, Bloomberg, Financial Modeling, Risk Management, Derivatives, Options, Financial Analysis, SharePoint, Securities, Equity Research, Mutual Funds, Financial Markets, Investments, Portfolio Management, Valuation
Education
2016 Level III Candidate in the CFA Program
George Mason University
Bachelor’s Degree, Finance, General, 3.5 Completed
The Motley Fool August 2014 - Present
The Motley Fool August 2012 - August 2014
Scottrade April 2008 - August 2012
Edward Jones July 2007 - March 2008
Navy Federal Credit Union May 2006 - July 2007
Skills
Series 7, Series 66, Microsoft Excel, PeopleSoft, Mortgage Lending, Banking, Microsoft Office, Credit, Bloomberg Terminal, Reuters, Asset Managment, Uniform Combined State..., Asset Management, Finance, Fixed Income, Equities, Bloomberg, Financial Modeling, Risk Management, Derivatives, Options, Financial Analysis, SharePoint, Securities, Equity Research, Mutual Funds, Financial Markets, Investments, Portfolio Management, Valuation
Education
2016 Level III Candidate in the CFA Program
George Mason University
Bachelor’s Degree, Finance, General, 3.5 Completed
Donnie Iverson, CFP® Donnie Iverson, CFP®'s Edward Jones Experience September 1999 - August 2003
Job Vice President at Merrill Lynch, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
Boehringer Ingelheim August 2003 - January 2007
Edward Jones September 1999 - August 2003
Skills
Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Estate Planning, 529 Plans, Retirement
Education
Freed-Hardeman University 1995 — 1999
BBA, Business
Merrill Lynch January 2007 - Present
Boehringer Ingelheim August 2003 - January 2007
Edward Jones September 1999 - August 2003
Skills
Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Estate Planning, 529 Plans, Retirement
Education
Freed-Hardeman University 1995 — 1999
BBA, Business
Breandrea Johnson Breandrea Johnson's Edward Jones Experience March 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Randstad November 2013 - March 2014
First Citizens Bank September 2010 - May 2013
Wachovia Bank January 2007 - September 2010
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Lines Of Credit, Loan Origination, Portfolio Management, Underwriting, Mortgage Banking, Investments, Financial Analysis, Finance, Risk Management, Cash Management, Recruiting, Sales, Series 6, Series 63
Education
Gannon University 1999 — 2003
Bachelor of Arts (B.A.), Communication Arts
Edward Jones March 2014 - Present
Randstad November 2013 - March 2014
First Citizens Bank September 2010 - May 2013
Wachovia Bank January 2007 - September 2010
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Lines Of Credit, Loan Origination, Portfolio Management, Underwriting, Mortgage Banking, Investments, Financial Analysis, Finance, Risk Management, Cash Management, Recruiting, Sales, Series 6, Series 63
Education
Gannon University 1999 — 2003
Bachelor of Arts (B.A.), Communication Arts
Dexter Jones's Edward Jones Experience October 2008 - April 2009
Job Sales Professional
Industry Wireless
Experience
Express Stores, LLC November 2012 - Present
Dexter Jones Personal Training July 2010 - October 2012
AFLAC June 2009 - March 2010
Edward Jones October 2008 - April 2009
Washington Mutual March 2005 - September 2007
Skills
Sales, Entrepreneurship, Coaching, Sales Management, Management, Strategic Planning, Training, Leadership, Banking
Education
Thomas Edison State College
Master of Business Administration (MBA), Data Analytics
Thomas Edison State College
Bachelor of Arts, Social Sciences
Georgetown University
International Relations and Affairs
The Pingry School
Express Stores, LLC November 2012 - Present
Dexter Jones Personal Training July 2010 - October 2012
AFLAC June 2009 - March 2010
Edward Jones October 2008 - April 2009
Washington Mutual March 2005 - September 2007
Skills
Sales, Entrepreneurship, Coaching, Sales Management, Management, Strategic Planning, Training, Leadership, Banking
Education
Thomas Edison State College
Master of Business Administration (MBA), Data Analytics
Thomas Edison State College
Bachelor of Arts, Social Sciences
Georgetown University
International Relations and Affairs
The Pingry School
Dave Strand, AAMS Dave Strand, AAMS's Edward Jones Experience 2003 - 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2006 - Present
Edward Jones 2003 - 2006
Flatirons Community Church 2002 - 2003
First Presbyterian Church of Boulder 1993 - 2001
Education
Fuller Theological Seminary
Master of Divinity (MDiv)
University of Washington
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. 2006 - Present
Edward Jones 2003 - 2006
Flatirons Community Church 2002 - 2003
First Presbyterian Church of Boulder 1993 - 2001
Education
Fuller Theological Seminary
Master of Divinity (MDiv)
University of Washington
Bachelor of Business Administration (B.B.A.), Finance, General
Emily Curry Emily Curry's Edward Jones Experience October 2012 - Present
Job Branch Office Administrator at Edward Jones Financial Services
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Clint Curry's Painting May 2011 - Present
Ariake U.S.A., Inc. 2009 - 2012
RR Donnelley 2002 - 2009
Adecco Group 2001 - 2002
Acsys 1999 - 2002
Skills
Talent Acquisition, Employee Relations, Applicant Tracking..., Recruiting, College Recruiting, Sourcing, Technical Recruiting, Onboarding, Contract Recruitment, Resume Writing, Customer Service, Talent Management, Process Improvement, Leadership, Performance Management, CRM, Social Media, Team Building
Education
George Mason University 1995 — 1998
BS Business Administration, Marketing
Shepherd University 1993 — 1995
Business, Marketing
Edward Jones October 2012 - Present
Clint Curry's Painting May 2011 - Present
Ariake U.S.A., Inc. 2009 - 2012
RR Donnelley 2002 - 2009
Adecco Group 2001 - 2002
Acsys 1999 - 2002
Skills
Talent Acquisition, Employee Relations, Applicant Tracking..., Recruiting, College Recruiting, Sourcing, Technical Recruiting, Onboarding, Contract Recruitment, Resume Writing, Customer Service, Talent Management, Process Improvement, Leadership, Performance Management, CRM, Social Media, Team Building
Education
George Mason University 1995 — 1998
BS Business Administration, Marketing
Shepherd University 1993 — 1995
Business, Marketing
Daniel Faust, CIM® Daniel Faust, CIM®'s Edward Jones Experience April 2006 - October 2009
Job Investment Advisor & Associate Portfolio Manager at RBC Wealth Management | Dominion Securities
Industry Financial Services
Experience
RBC Weallth Management Dominion Securities October 2009 - Present
Edward Jones April 2006 - October 2009
Skills
Wealth Management, Incorporation, Corporate Tax, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Securities, Pensions, Private Foundations, Financial Planning
Education
The University of Western Ontario 2002 — 2006
BMOS, Finance
Canadian Securities Institute 2014 — 2014
PMT, Portfolio Management Techniques
Canadian Securities Institute 2014 — 2014
Certificate in Advanced Investment Advice
Canadian Securities Institute 2014 — 2014
AIS, Advanced Investment Strategies
Georgia Institute of Technology 2012 — 2012
Energy 101
Canadian Securities Institute 2008 — 2008
WME, Wealth Management Essentials
Advocis 2006 — 2006
LLQP, Life License Qualification Program
Canadian Securities Institute 2006 — 2006
CSC, Securities
Canadian Securities Institute 2006 — 2006
CPH, Conduct and Practices Handbook
Canadian Securities Institute 2006 — 2006
CIC, Canadian Insurance Course
RBC Weallth Management Dominion Securities October 2009 - Present
Edward Jones April 2006 - October 2009
Skills
Wealth Management, Incorporation, Corporate Tax, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Securities, Pensions, Private Foundations, Financial Planning
Education
The University of Western Ontario 2002 — 2006
BMOS, Finance
Canadian Securities Institute 2014 — 2014
PMT, Portfolio Management Techniques
Canadian Securities Institute 2014 — 2014
Certificate in Advanced Investment Advice
Canadian Securities Institute 2014 — 2014
AIS, Advanced Investment Strategies
Georgia Institute of Technology 2012 — 2012
Energy 101
Canadian Securities Institute 2008 — 2008
WME, Wealth Management Essentials
Advocis 2006 — 2006
LLQP, Life License Qualification Program
Canadian Securities Institute 2006 — 2006
CSC, Securities
Canadian Securities Institute 2006 — 2006
CPH, Conduct and Practices Handbook
Canadian Securities Institute 2006 — 2006
CIC, Canadian Insurance Course
Danielle Brozovich's Edward Jones Experience June 2013 - June 2013
Job Project Controller at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting LLP August 2014 - Present
Evangel University August 2012 - December 2013
Evangel University January 2011 - December 2013
Edward Jones June 2013 - June 2013
Electro-Motive Diesel May 2012 - August 2012
Skills
Microsoft Office, Leadership, Organization, Work Ethic, Highly detail oriented, Management, Equity Research, Time Management, Learning Quickly, Teamwork, Problem Solving, Critical Thinking, Advertising, Finance, Accounting, Analytical Skills, Microsoft Excel, Public Speaking, Customer Service
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree, Masters of Science in Finance
Evangel University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Deloitte Consulting LLP August 2014 - Present
Evangel University August 2012 - December 2013
Evangel University January 2011 - December 2013
Edward Jones June 2013 - June 2013
Electro-Motive Diesel May 2012 - August 2012
Skills
Microsoft Office, Leadership, Organization, Work Ethic, Highly detail oriented, Management, Equity Research, Time Management, Learning Quickly, Teamwork, Problem Solving, Critical Thinking, Advertising, Finance, Accounting, Analytical Skills, Microsoft Excel, Public Speaking, Customer Service
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree, Masters of Science in Finance
Evangel University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Nick Gerace Nick Gerace's Edward Jones Experience 2012 - 2012
Job AVP, Product Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management July 2015 - Present
TD Wealth Management November 2012 - July 2015
Edward Jones 2012 - 2012
Skills
Securities License, Series 7, Series 66
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA)
Franklin & Marshall College 2008 — 2012
Business, Organizations and Societies, Finance, General
Washington Township High School 2004 — 2008
TD Wealth Management July 2015 - Present
TD Wealth Management November 2012 - July 2015
Edward Jones 2012 - 2012
Skills
Securities License, Series 7, Series 66
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA)
Franklin & Marshall College 2008 — 2012
Business, Organizations and Societies, Finance, General
Washington Township High School 2004 — 2008
Alyn Rumbold, CFP Alyn Rumbold, CFP's Edward Jones Experience 2002 - August 2014
Job Certified Financial Planner at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. August 2014 - Present
Industrial Development Authority, City of Flagstaff August 2013 - Present
The Literacy Center of Northern Arizona August 2011 - Present
Hozhoni Foundation May 2004 - Present
Edward Jones Investments May 2002 - August 2014
Edward Jones 2002 - August 2014
Edward Jones 2002 - 2014
Flagstaff Family YMCA November 2011 - December 2013
The Hozhoni Foundation June 2005 - July 2013
American Express Financial Advisors August 1992 - May 2002
Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning
Education
Fuller Theological Seminary 1991 — 1992
Theology
Northern Arizona University 1981 — 1985
B.A., English, Finance
Raymond James Financial Inc. August 2014 - Present
Industrial Development Authority, City of Flagstaff August 2013 - Present
The Literacy Center of Northern Arizona August 2011 - Present
Hozhoni Foundation May 2004 - Present
Edward Jones Investments May 2002 - August 2014
Edward Jones 2002 - August 2014
Edward Jones 2002 - 2014
Flagstaff Family YMCA November 2011 - December 2013
The Hozhoni Foundation June 2005 - July 2013
American Express Financial Advisors August 1992 - May 2002
Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning
Education
Fuller Theological Seminary 1991 — 1992
Theology
Northern Arizona University 1981 — 1985
B.A., English, Finance
Todd Estes Todd Estes's Edward Jones Experience January 2014 - May 2014
Job Service Coordinator at Troncalli Chrysler Jeep Dodge Ram Subaru
Industry Automotive
Experience
Troncalli Chrysler Jeep Dodge Ram Subaru March 2015 - Present
Troncalli Chrysler Jeep Dodge Ram Subaru August 2014 - Present
Edward Jones January 2014 - May 2014
University of North Georgia April 2012 - December 2013
KBR, Inc. 2009 - 2012
BE&K 2008 - 2009
Southern Field Services February 2005 - December 2007
Skills
Communication, Professional Experience, Quality Assurance, Quality Management, Quality Auditing, ASTM standards, AWStats, Process Improvement, ASME, Steam Boilers, Mechanical Inspection, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Collaboration, ISO, Risk Assessment, Construction Safety, Operations Management, Iso 9000, Continuous Improvement, Outlook, Purchasing, Inspection, Procurement, NDT, Refinery, Payroll, Engineering, Construction, Process Scheduler, Piping, MS Project, Contract Management, Team Building, Root Cause Analysis, Supervisory Skills, Project Planning, Cost Control, Strategic Planning, Construction Management, Training, Leadership, Risk Management, Budgets, Subcontracting, Materials, Safety Management...
Education
University of North Georgia 2012 — 2013
Bachelor's Degree, Business Administration, Management and Operations, 3.6
Gadsden State Community College
Associate of Science (A.S.), Business Administration and Management, General
Troncalli Chrysler Jeep Dodge Ram Subaru March 2015 - Present
Troncalli Chrysler Jeep Dodge Ram Subaru August 2014 - Present
Edward Jones January 2014 - May 2014
University of North Georgia April 2012 - December 2013
KBR, Inc. 2009 - 2012
BE&K 2008 - 2009
Southern Field Services February 2005 - December 2007
Skills
Communication, Professional Experience, Quality Assurance, Quality Management, Quality Auditing, ASTM standards, AWStats, Process Improvement, ASME, Steam Boilers, Mechanical Inspection, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Collaboration, ISO, Risk Assessment, Construction Safety, Operations Management, Iso 9000, Continuous Improvement, Outlook, Purchasing, Inspection, Procurement, NDT, Refinery, Payroll, Engineering, Construction, Process Scheduler, Piping, MS Project, Contract Management, Team Building, Root Cause Analysis, Supervisory Skills, Project Planning, Cost Control, Strategic Planning, Construction Management, Training, Leadership, Risk Management, Budgets, Subcontracting, Materials, Safety Management...
Education
University of North Georgia 2012 — 2013
Bachelor's Degree, Business Administration, Management and Operations, 3.6
Gadsden State Community College
Associate of Science (A.S.), Business Administration and Management, General
Isaac Pockras Isaac Pockras's Edward Jones Experience June 2012 - August 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2012 - Present
Edward Jones June 2012 - August 2012
Midwest Corporate Air, Inc. August 2008 - November 2008
Education
Geneva College 2009 — 2013
Bachelor of Science, Business Administration and Management, General, 3.82
Northwestern Mutual December 2012 - Present
Edward Jones June 2012 - August 2012
Midwest Corporate Air, Inc. August 2008 - November 2008
Education
Geneva College 2009 — 2013
Bachelor of Science, Business Administration and Management, General, 3.82
Russell Matvay's Edward Jones Experience January 2004 - February 2008
Job AVP Branch Sales Manager
Industry Financial Services
Experience
SunTrust Bank June 2012 - Present
Regions Bank February 2008 - June 2012
Edward Jones January 2004 - February 2008
AP Marketing Group December 1997 - January 2004
Education
Georgia Institute of Technology 1997 — 2001
Management
SunTrust Bank June 2012 - Present
Regions Bank February 2008 - June 2012
Edward Jones January 2004 - February 2008
AP Marketing Group December 1997 - January 2004
Education
Georgia Institute of Technology 1997 — 2001
Management
Joe Hodges Joe Hodges's Edward Jones Experience September 1992 - 1994
Job Member at M Financial Group
Industry Investment Management
Experience
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
Todd Peters Todd Peters's Edward Jones Experience October 2001 - August 2006
Job Program Manager
Industry Aviation & Aerospace
Experience
HX5 May 2013 - Present
MEI Technologies, Inc. November 2011 - May 2013
MEI Technologies Inc June 2009 - February 2012
MEI Technologies, Inc. February 2007 - June 2008
Edward Jones October 2001 - August 2006
NASA Johnson Space Center July 1993 - October 2001
Skills
Project Management, Business Intelligence, Systems Engineering, Earned Value Management, Fluid Dynamics, Engineering Management, Integration, Testing, Engineering, MS Project, Process Improvement, Proposal Writing, Risk Management, Technical Writing, Simulations, Proven mentor, MS Excel Expert level..., MS Access Advanced user, Fuel Cells, DoD, Spacecraft, PMP, Project Planning, Aerospace, Space Systems, Quality Assurance, Avionics, Six Sigma, Program Management, Analysis, Management, Government Contracting, Defense, Software Documentation, Information Assurance, Process Engineering, Process Scheduler, CMMI, Fortran, Cross-functional Team..., Technical Leadership, Satellite, Configuration Management, Leadership, Budgets, Process Simulation, Visio, Military, Root Cause Analysis, Project Engineering
Education
University of Houston-Clear Lake 1998 — 2000
MBA, Finance
Georgia Institute of Technology 1992 — 1994
MS, Aeropsace Engineering
University of Oregon 1988 — 1991
BS, Physics/Math
HX5 May 2013 - Present
MEI Technologies, Inc. November 2011 - May 2013
MEI Technologies Inc June 2009 - February 2012
MEI Technologies, Inc. February 2007 - June 2008
Edward Jones October 2001 - August 2006
NASA Johnson Space Center July 1993 - October 2001
Skills
Project Management, Business Intelligence, Systems Engineering, Earned Value Management, Fluid Dynamics, Engineering Management, Integration, Testing, Engineering, MS Project, Process Improvement, Proposal Writing, Risk Management, Technical Writing, Simulations, Proven mentor, MS Excel Expert level..., MS Access Advanced user, Fuel Cells, DoD, Spacecraft, PMP, Project Planning, Aerospace, Space Systems, Quality Assurance, Avionics, Six Sigma, Program Management, Analysis, Management, Government Contracting, Defense, Software Documentation, Information Assurance, Process Engineering, Process Scheduler, CMMI, Fortran, Cross-functional Team..., Technical Leadership, Satellite, Configuration Management, Leadership, Budgets, Process Simulation, Visio, Military, Root Cause Analysis, Project Engineering
Education
University of Houston-Clear Lake 1998 — 2000
MBA, Finance
Georgia Institute of Technology 1992 — 1994
MS, Aeropsace Engineering
University of Oregon 1988 — 1991
BS, Physics/Math
Andrea Bigham Andrea Bigham's Edward Jones Experience May 2008 - August 2008
Job Account Manager at The A Group
Industry Marketing and Advertising
Experience
The A Group July 2012 - Present
The University of Alabama System October 2010 - April 2011
Jarrard Phillips Cate & Hancock, Inc May 2010 - August 2010
Hardeman University January 2010 - May 2010
Leaders Credit Union May 2009 - August 2009
Tennessee Center for Policy Research May 2009 - July 2009
Edward Jones May 2008 - August 2008
J.C. Penney May 2007 - August 2007
Education
University of Alabama 2010 — 2011
M.A., Advertising and Public Relations
Freed-Hardeman University 2006 — 2010
B.A., Public Relations
The A Group July 2012 - Present
The University of Alabama System October 2010 - April 2011
Jarrard Phillips Cate & Hancock, Inc May 2010 - August 2010
Hardeman University January 2010 - May 2010
Leaders Credit Union May 2009 - August 2009
Tennessee Center for Policy Research May 2009 - July 2009
Edward Jones May 2008 - August 2008
J.C. Penney May 2007 - August 2007
Education
University of Alabama 2010 — 2011
M.A., Advertising and Public Relations
Freed-Hardeman University 2006 — 2010
B.A., Public Relations
Jeannie Chan Jeannie Chan's Edward Jones Experience 2003 - 2006
Job Passionate, Curious, and Experienced Marketer
Industry Marketing and Advertising
Experience
Philips September 2013 - Present
Colgate-Palmolive 2011 - 2013
Hill's Pet Nutrition, a Colgate-Palmolive Company 2007 - 2011
General Electric Consulting Practicum 2006 - 2007
Edward Jones 2003 - 2006
Washington University Student Media, Inc. 2000 - 2003
Kumon Learning Centers 2002 - 2002
Skills
Product Marketing, Marketing Strategy, Market Analysis, Product Management, Product Development, Shopper Marketing, Project Coordination, Cross-functional Team..., Promotion Planning, Consumer Products, Integrated Marketing, Advertising Management, Project Management, Brand Management, Trend Analysis, Product Innovation, Product Launch, Agency Relations, Pricing Strategy, Portfolio Optimization, Business Analysis, Consumer Advertising, Trendwatching, Gap Analysis, Go-to-market Strategy, Social Media Marketing, Analytics, Global Marketing, Management, Trade Marketing
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
Master of Business Administration, Brand Management
Washington University in St. Louis 1999 — 2003
Bachelor of Arts, Economics
General Assembly
Product Management
Philips September 2013 - Present
Colgate-Palmolive 2011 - 2013
Hill's Pet Nutrition, a Colgate-Palmolive Company 2007 - 2011
General Electric Consulting Practicum 2006 - 2007
Edward Jones 2003 - 2006
Washington University Student Media, Inc. 2000 - 2003
Kumon Learning Centers 2002 - 2002
Skills
Product Marketing, Marketing Strategy, Market Analysis, Product Management, Product Development, Shopper Marketing, Project Coordination, Cross-functional Team..., Promotion Planning, Consumer Products, Integrated Marketing, Advertising Management, Project Management, Brand Management, Trend Analysis, Product Innovation, Product Launch, Agency Relations, Pricing Strategy, Portfolio Optimization, Business Analysis, Consumer Advertising, Trendwatching, Gap Analysis, Go-to-market Strategy, Social Media Marketing, Analytics, Global Marketing, Management, Trade Marketing
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
Master of Business Administration, Brand Management
Washington University in St. Louis 1999 — 2003
Bachelor of Arts, Economics
General Assembly
Product Management
Harold Waterman Harold Waterman's Edward Jones Experience October 2006 - July 2007
Job Graphic Design Instructor at Upper Iowa University
Industry Graphic Design
Experience
Upper Iowa University August 2015 - Present
Studio 91 LLC June 2011 - Present
Swing with the Legends Charity Golf Classic- Milwaukee April 2011 - Present
Monona Chamber & Economic Development, Inc. May 2013 - Present
Upper Iowa University March 2014 - Present
h2omanstudios.com June 2010 - February 2011
Edward Jones October 2006 - July 2007
Cabela's November 1997 - December 2004
Skills
Adobe Creative Suite, Digital Illustration, Digital Media, Web Design, Social Media, Social Media Marketing, Digital Video, Digital Imaging, Marketing Communications, Website Development, Web Analytics, Logo Design, Graphic Design, Computer Graphics, Digital Art, Operations Management, Business Strategy, Digital Marketing, Marketing Research, Design Research, InDesign, Illustrator, Dreamweaver, Photoshop, Flash, Customer Service, Microsoft Office, Marketing, Public Speaking, Leadership
Education
Full Sail University 2011 — 2012
Master of Fine Arts, Media Design
Upper Iowa University 2008 — 2011
Bachelor of Arts, Graphic Design
UW- Richland 1992 — 1994
Art Education
Prairie du Chien Senior High 1988 — 1991
Upper Iowa University August 2015 - Present
Studio 91 LLC June 2011 - Present
Swing with the Legends Charity Golf Classic- Milwaukee April 2011 - Present
Monona Chamber & Economic Development, Inc. May 2013 - Present
Upper Iowa University March 2014 - Present
h2omanstudios.com June 2010 - February 2011
Edward Jones October 2006 - July 2007
Cabela's November 1997 - December 2004
Skills
Adobe Creative Suite, Digital Illustration, Digital Media, Web Design, Social Media, Social Media Marketing, Digital Video, Digital Imaging, Marketing Communications, Website Development, Web Analytics, Logo Design, Graphic Design, Computer Graphics, Digital Art, Operations Management, Business Strategy, Digital Marketing, Marketing Research, Design Research, InDesign, Illustrator, Dreamweaver, Photoshop, Flash, Customer Service, Microsoft Office, Marketing, Public Speaking, Leadership
Education
Full Sail University 2011 — 2012
Master of Fine Arts, Media Design
Upper Iowa University 2008 — 2011
Bachelor of Arts, Graphic Design
UW- Richland 1992 — 1994
Art Education
Prairie du Chien Senior High 1988 — 1991
Lynda Gager Lynda Gager's Edward Jones Experience June 2005 - September 2005
Job Technology Savvy Administrative Assistant
Industry Information Technology and Services
Experience
HotelBrokerOne January 2005 - December 2008
Accenture September 2005 - December 2005
Edward Jones June 2005 - September 2005
IBM (as a contract employee) August 2000 - May 2005
IBM Global Services 2001 - 2005
Education
Front Range Community College 2004 — 2005
Business Administration
HotelBrokerOne January 2005 - December 2008
Accenture September 2005 - December 2005
Edward Jones June 2005 - September 2005
IBM (as a contract employee) August 2000 - May 2005
IBM Global Services 2001 - 2005
Education
Front Range Community College 2004 — 2005
Business Administration
Scott Helberg Scott Helberg's Edward Jones Experience May 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2015 - Present
TASC March 2010 - May 2015
Adaptive Methods April 2009 - March 2010
United States Navy May 1989 - May 2009
US Navy May 2003 - March 2009
Office of Naval Intelligence (OPNAV N23) 2000 - 2003
USS SPRINGFIELD SSN 761 1997 - 2000
United States Strategic Command 1996 - 1997
United States Strategic Command 1995 - 1996
USS PENNSYLVANIA 1992 - 1995
Skills
Defense, Military, DoD, Navy, Program Management, Government, Security Clearance, National Security, Strategic Communications, C4ISR, Policy, Command, Intelligence, Systems Engineering, Integration, Security, Leadership, Operational Planning, Project Planning, Information Assurance, Military Operations, Military Experience, Earned Value Management, Air Force, Government Contracting, Top Secret, Nuclear
Education
George Mason University 2014 — 2014
Master of Public Administration (M.P.A.)
University of Oklahoma 1995 — 1997
M.A.
Oklahoma State University 1986 — 1990
B.S.
Edward Jones May 2015 - Present
TASC March 2010 - May 2015
Adaptive Methods April 2009 - March 2010
United States Navy May 1989 - May 2009
US Navy May 2003 - March 2009
Office of Naval Intelligence (OPNAV N23) 2000 - 2003
USS SPRINGFIELD SSN 761 1997 - 2000
United States Strategic Command 1996 - 1997
United States Strategic Command 1995 - 1996
USS PENNSYLVANIA 1992 - 1995
Skills
Defense, Military, DoD, Navy, Program Management, Government, Security Clearance, National Security, Strategic Communications, C4ISR, Policy, Command, Intelligence, Systems Engineering, Integration, Security, Leadership, Operational Planning, Project Planning, Information Assurance, Military Operations, Military Experience, Earned Value Management, Air Force, Government Contracting, Top Secret, Nuclear
Education
George Mason University 2014 — 2014
Master of Public Administration (M.P.A.)
University of Oklahoma 1995 — 1997
M.A.
Oklahoma State University 1986 — 1990
B.S.
Keith McCormack Keith McCormack's Edward Jones Experience April 2015 - June 2015
Job Corporate Development Manager/Senior Policy and Security SME at K2 Technical, LLC
Industry Defense & Space
Experience
K2 Technical, LLC July 2015 - Present
Edward Jones April 2015 - June 2015
United States Air Force February 2014 - February 2015
United States Air Force July 2013 - February 2014
Joint Non-lethal Weapons Directorate August 2012 - July 2013
United States Air Force July 2010 - August 2012
United States Air Force June 2009 - June 2010
United States Air Force June 2006 - June 2009
United States Air Force June 2005 - June 2006
United States Air Force May 2003 - June 2005
Skills
Defense, Intelligence, Military, Air Force, Tactics, Enforcement, Force Protection, National Security, Command, Physical Security, Security, Security Clearance, Policy, Counterterrorism, Operational Planning, Security Operations, Analysis, Leadership, Program Management, Information Security, Intelligence Analysis, Counterintelligence, DoD, Military Operations, Military Experience, Computer Security, Homeland Security, Top Secret, Government, Legislative Affairs, Government Contracting, Crisis Management, Firearms, Emergency Management, Special Operations, Security Management, Contingency Planning, Army, Information Assurance, Organizational..., Surveillance, Counterinsurgency, Police, Training, Afghanistan, Law Enforcement, Government Relations
Education
Georgetown University 2015 — 2015
Certificate of Strategy and Performance Management, Business
Georgetown University 2014 — 2015
Certificate of Certified Financial Planning, Finances
Joint Forces Staff College 2013 — 2013
Joint Professional Military Education II
National Defense Intelligence College 2006 — 2009
USAF Air Command and Staff College 2008 — 2008
Troy University 1999 — 2006
Master, Public Administration
The George Washington University 2003 — 2005
Master, Organizational Management
Squadron Officer School 2003 — 2003
Security Forces Officer Academy 1999 — 1999
Park College 1995 — 1997
Bachelor of Science, Criminal Justice
K2 Technical, LLC July 2015 - Present
Edward Jones April 2015 - June 2015
United States Air Force February 2014 - February 2015
United States Air Force July 2013 - February 2014
Joint Non-lethal Weapons Directorate August 2012 - July 2013
United States Air Force July 2010 - August 2012
United States Air Force June 2009 - June 2010
United States Air Force June 2006 - June 2009
United States Air Force June 2005 - June 2006
United States Air Force May 2003 - June 2005
Skills
Defense, Intelligence, Military, Air Force, Tactics, Enforcement, Force Protection, National Security, Command, Physical Security, Security, Security Clearance, Policy, Counterterrorism, Operational Planning, Security Operations, Analysis, Leadership, Program Management, Information Security, Intelligence Analysis, Counterintelligence, DoD, Military Operations, Military Experience, Computer Security, Homeland Security, Top Secret, Government, Legislative Affairs, Government Contracting, Crisis Management, Firearms, Emergency Management, Special Operations, Security Management, Contingency Planning, Army, Information Assurance, Organizational..., Surveillance, Counterinsurgency, Police, Training, Afghanistan, Law Enforcement, Government Relations
Education
Georgetown University 2015 — 2015
Certificate of Strategy and Performance Management, Business
Georgetown University 2014 — 2015
Certificate of Certified Financial Planning, Finances
Joint Forces Staff College 2013 — 2013
Joint Professional Military Education II
National Defense Intelligence College 2006 — 2009
USAF Air Command and Staff College 2008 — 2008
Troy University 1999 — 2006
Master, Public Administration
The George Washington University 2003 — 2005
Master, Organizational Management
Squadron Officer School 2003 — 2003
Security Forces Officer Academy 1999 — 1999
Park College 1995 — 1997
Bachelor of Science, Criminal Justice
Shari Bolding Shari Bolding's Edward Jones Experience March 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Citi April 2013 - March 2015
Liberty Tax Service January 2013 - May 2013
Morgan Stanley June 2012 - January 2013
Medco November 2007 - December 2011
Skills
Home Care, Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Budgets, Business Development, Team Building, Leadership, Customer Service, Healthcare, Sales, Analysis, Call Centers, Customer Satisfaction, Employee Benefits, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Leadership, Training
Education
Franklin University 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General, Magna Cum Laude 3.7gpa
Edward Jones March 2015 - Present
Citi April 2013 - March 2015
Liberty Tax Service January 2013 - May 2013
Morgan Stanley June 2012 - January 2013
Medco November 2007 - December 2011
Skills
Home Care, Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Budgets, Business Development, Team Building, Leadership, Customer Service, Healthcare, Sales, Analysis, Call Centers, Customer Satisfaction, Employee Benefits, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Leadership, Training
Education
Franklin University 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General, Magna Cum Laude 3.7gpa
Thomas C. Schwab Thomas C. Schwab's Edward Jones Experience September 2001 - November 2004
Job Financial Advisor at Riegel Financial
Industry Investment Management
Experience
Riegel Financial November 2004 - Present
Edward Jones September 2001 - November 2004
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Financial Accounting, Asset Management, Asset Allocation, Investment Management, Alternative Investments, 401k Rollovers, Roth IRA, IRAs, Retirement Plan..., Financial Goals, Goal Setting
Education
Franklin University
Forensic Accounting, Accounting & Forensic Accounting
Riegel Financial November 2004 - Present
Edward Jones September 2001 - November 2004
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Financial Accounting, Asset Management, Asset Allocation, Investment Management, Alternative Investments, 401k Rollovers, Roth IRA, IRAs, Retirement Plan..., Financial Goals, Goal Setting
Education
Franklin University
Forensic Accounting, Accounting & Forensic Accounting
Alycia Childress's Edward Jones Experience June 2013 - August 2013
Job Student at Tuskegee University
Industry Logistics and Supply Chain
Experience
Rexnord August 2014 - August 2015
Gap Inc./Old Navy October 2012 - August 2014
Edward Jones June 2013 - August 2013
Skills
Customer Satisfaction, Facebook, Time Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Event Planning, Team Leadership, Strategic Planning, Retail, Merchandising, Data Analysis, Sales, Access, Outlook, Inventory Management, Market Research, Leadership, Marketing, Analysis, Public Relations, Cashiering, Store Management, Data Entry, Training, Team Building, English, Social Media Marketing, Event Management, Customer Experience, HTML, Windows, Visual Merchandising, Advertising, General Office Skills, SAP
Education
Tuskegee University 2011 — 2015
Sales & Marketing/Supply Chain Management
George C Wallace State Community College-Selma 2008 — 2011
Associate of Arts and Sciences (AAS)
Selma High School 2007 — 2011
Rexnord August 2014 - August 2015
Gap Inc./Old Navy October 2012 - August 2014
Edward Jones June 2013 - August 2013
Skills
Customer Satisfaction, Facebook, Time Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Event Planning, Team Leadership, Strategic Planning, Retail, Merchandising, Data Analysis, Sales, Access, Outlook, Inventory Management, Market Research, Leadership, Marketing, Analysis, Public Relations, Cashiering, Store Management, Data Entry, Training, Team Building, English, Social Media Marketing, Event Management, Customer Experience, HTML, Windows, Visual Merchandising, Advertising, General Office Skills, SAP
Education
Tuskegee University 2011 — 2015
Sales & Marketing/Supply Chain Management
George C Wallace State Community College-Selma 2008 — 2011
Associate of Arts and Sciences (AAS)
Selma High School 2007 — 2011
Amalia Spiga Amalia Spiga's Edward Jones Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Investors Group May 2011 - April 2012
Bell Canada 1994 - 2007
Education
CSI
Investments and Securities
George Brown College
Foundations of Teaching and Training Adults
IFSE Institute
Financial Services
University of Toronto
Landscape Architecture
Edward Jones May 2012 - Present
Investors Group May 2011 - April 2012
Bell Canada 1994 - 2007
Education
CSI
Investments and Securities
George Brown College
Foundations of Teaching and Training Adults
IFSE Institute
Financial Services
University of Toronto
Landscape Architecture
Tucker Adams's Edward Jones Experience August 2011 - August 2012
Job Data Management Specialist at Sunshine Health
Industry Health, Wellness and Fitness
Experience
Sunshine Health May 2015 - Present
US Army September 2013 - April 2015
TeCaSe, LLC November 2012 - August 2013
Maine Sailing Adventures August 2012 - October 2012
Edward Jones August 2011 - August 2012
City of Murray, KY May 2010 - July 2011
Georgetown College 2009 - 2011
Kentucky Legislative Research Commission January 2010 - April 2010
Skills
Research, Management, Customer Service, State Government, Team Building, Data Analysis, Local Government, Editing, Retirement Planning, Leadership, Office Administration, Insurance, Investments, Data Collection, Marketing, Financial Planning, Microsoft Office, Inventory Management, Public Speaking, Technical Writing, Outlook, Event Planning, Financial Services, Life Insurance, Political Philosophy, Personnel Management, Personnel Selection, Exceed Sales Goals, Workplace Safety
Education
Murray State University 2013 — 2013
Post Baccalaureate
Georgetown College 2008 — 2011
Bachelor's Degree, Philosophy, 3.738, Magna cum Laude
University of Oxford 2010 — 2010
Philosophy
Saint John's University 2007 — 2008
Finance, General
Murray High School 2003 — 2007
Sunshine Health May 2015 - Present
US Army September 2013 - April 2015
TeCaSe, LLC November 2012 - August 2013
Maine Sailing Adventures August 2012 - October 2012
Edward Jones August 2011 - August 2012
City of Murray, KY May 2010 - July 2011
Georgetown College 2009 - 2011
Kentucky Legislative Research Commission January 2010 - April 2010
Skills
Research, Management, Customer Service, State Government, Team Building, Data Analysis, Local Government, Editing, Retirement Planning, Leadership, Office Administration, Insurance, Investments, Data Collection, Marketing, Financial Planning, Microsoft Office, Inventory Management, Public Speaking, Technical Writing, Outlook, Event Planning, Financial Services, Life Insurance, Political Philosophy, Personnel Management, Personnel Selection, Exceed Sales Goals, Workplace Safety
Education
Murray State University 2013 — 2013
Post Baccalaureate
Georgetown College 2008 — 2011
Bachelor's Degree, Philosophy, 3.738, Magna cum Laude
University of Oxford 2010 — 2010
Philosophy
Saint John's University 2007 — 2008
Finance, General
Murray High School 2003 — 2007
Michael A Jones Michael A Jones's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Gannon University SBDC January 2014 - May 2014
Gannon University January 2014 - May 2014
Northwest Savings Bank May 2011 - January 2014
Edward Jones June 2013 - August 2013
Provident Wealth Management February 2013 - May 2013
Skills
Portfolio Management, Market Research, Financial Analysis, Research, Risk Management, Financial Modeling, Series 7, Series 66, Life & Health Insurance...
Education
Gannon University 2010 — 2013
Bachelor of Science (BS), Finance
Edward Jones March 2014 - Present
Gannon University SBDC January 2014 - May 2014
Gannon University January 2014 - May 2014
Northwest Savings Bank May 2011 - January 2014
Edward Jones June 2013 - August 2013
Provident Wealth Management February 2013 - May 2013
Skills
Portfolio Management, Market Research, Financial Analysis, Research, Risk Management, Financial Modeling, Series 7, Series 66, Life & Health Insurance...
Education
Gannon University 2010 — 2013
Bachelor of Science (BS), Finance
Linda Hobbs Linda Hobbs's Edward Jones Experience January 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones January 2015 - Present
FBC March 2007 - December 2014
FBC January 2007 - December 2014
Fairchild Controls January 1999 - January 2001
Fairchild Industries, Germantown MD August 1980 - May 1991
Skills
Financial Accounting, Office Administration, Payroll, Accounts Payable, Account Reconciliation, Management, Administrative..., Analysis, Administration, Administrative..., Customer Service, Security Clearance, Budgets
Education
Frederick Community College 2012 — 2013
Frederick Community College
Business & Accounting
Edward Jones January 2015 - Present
FBC March 2007 - December 2014
FBC January 2007 - December 2014
Fairchild Controls January 1999 - January 2001
Fairchild Industries, Germantown MD August 1980 - May 1991
Skills
Financial Accounting, Office Administration, Payroll, Accounts Payable, Account Reconciliation, Management, Administrative..., Analysis, Administration, Administrative..., Customer Service, Security Clearance, Budgets
Education
Frederick Community College 2012 — 2013
Frederick Community College
Business & Accounting
Katrine Lvovskaya Katrine Lvovskaya's Edward Jones Experience November 2014 - March 2015
Job Flagship Client Relations Specialist at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Edward Jones November 2014 - March 2015
Marriott International February 2014 - October 2014
Studio 34 April 2012 - January 2014
Freelance (tutoring) February 2011 - May 2013
Rutgers University, Comparative Literature Department September 2007 - January 2011
Empower Our Neighborhoods August 2009 - June 2010
American Association of University Professors September 2009 - May 2010
Ad Fontes Digital Library September 2004 - August 2005
Georgetown University October 2003 - May 2004
Skills
Copy Editing, Editing, Research, Receptionist Duties, Administrative Work, Telephone Reception, Customer Support, Appointment Scheduling, Office Administration, Customer Service, Academic Writing, University Teaching, Higher Education, Proofreading, Teaching Writing, College Teaching, English Literature, Literature, Creative Writing, Teaching, Memos, Community Organizing, Fundraising, Social Media, Writing, Public Speaking, Community Outreach
Education
Georgetown University 2000 — 2004
B.A., Comparative Literature, French
Rutgers University
M.A., Comparative Literature
Vanguard May 2015 - Present
Edward Jones November 2014 - March 2015
Marriott International February 2014 - October 2014
Studio 34 April 2012 - January 2014
Freelance (tutoring) February 2011 - May 2013
Rutgers University, Comparative Literature Department September 2007 - January 2011
Empower Our Neighborhoods August 2009 - June 2010
American Association of University Professors September 2009 - May 2010
Ad Fontes Digital Library September 2004 - August 2005
Georgetown University October 2003 - May 2004
Skills
Copy Editing, Editing, Research, Receptionist Duties, Administrative Work, Telephone Reception, Customer Support, Appointment Scheduling, Office Administration, Customer Service, Academic Writing, University Teaching, Higher Education, Proofreading, Teaching Writing, College Teaching, English Literature, Literature, Creative Writing, Teaching, Memos, Community Organizing, Fundraising, Social Media, Writing, Public Speaking, Community Outreach
Education
Georgetown University 2000 — 2004
B.A., Comparative Literature, French
Rutgers University
M.A., Comparative Literature
Evan Lister Evan Lister's Edward Jones Experience August 2011 - December 2012
Job Financial Advisor passionate about helping educate and assist individuals and businesses with their financial needs.
Industry Financial Services
Experience
Fenwick Investments March 2013 - Present
Fenwick Mortgage, LLC April 2013 - Present
Fenwick Insurance, LLC April 2013 - Present
Edward Jones August 2011 - December 2012
Financial Securities Company 2009 - October 2011
Global Sourcing 1994 - 2008
American Outerwear Company June 1988 - December 1993
Skills
Strategic Financial..., IRAs, Investment Advisory, Mutual Funds, Estate Planning, Investments, Wealth Management, Retirement Planning, Portfolio Management, Finance, Equities, Risk Management, Series 7, Alternative Investments, Series 6, Retirement, Financial Planners, Series 63, Saving for Education, Asset Allocation, 401k, Income Protection, Business Development, Asset Managment, Small Business, Financial Advisory, Wealth Accumulation, Wealth, Fixed Annuities, 401k Rollovers, Securities, Roth IRA, Financial Services
Education
Franklin Pierce University 1982 — 1986
BS, Management, Marketing
Fenwick Investments March 2013 - Present
Fenwick Mortgage, LLC April 2013 - Present
Fenwick Insurance, LLC April 2013 - Present
Edward Jones August 2011 - December 2012
Financial Securities Company 2009 - October 2011
Global Sourcing 1994 - 2008
American Outerwear Company June 1988 - December 1993
Skills
Strategic Financial..., IRAs, Investment Advisory, Mutual Funds, Estate Planning, Investments, Wealth Management, Retirement Planning, Portfolio Management, Finance, Equities, Risk Management, Series 7, Alternative Investments, Series 6, Retirement, Financial Planners, Series 63, Saving for Education, Asset Allocation, 401k, Income Protection, Business Development, Asset Managment, Small Business, Financial Advisory, Wealth Accumulation, Wealth, Fixed Annuities, 401k Rollovers, Securities, Roth IRA, Financial Services
Education
Franklin Pierce University 1982 — 1986
BS, Management, Marketing
Stephen Maro, RN, BSN, MCHIS Stephen Maro, RN, BSN, MCHIS's Edward Jones Experience June 2012 - June 2013
Job Full time CDU RN & Epic Support for Golives (ASAP & Clin. Doc.)
Industry Facilities Services
Experience
John's Hopkins Medice, Suburban Hospital June 2014 - Present
Viox an EMCOR Company June 2013 - June 2014
Edward Jones June 2012 - June 2013
Inova Health System May 2011 - June 2012
Inova Loudoun Hospital February 2008 - May 2011
Johnson & Johnson, Cordis October 2000 - January 2004
U. S. Navy October 1996 - September 2000
U. S. Navy June 1994 - September 1996
Skills
Epic, Supervisory Skills, Training Skills, Project Management, Management, Six Sigma, Lean Manufacturing, Gap Analysis, Supervision, Nursing, EMR, EHR, Healthcare, Hospitals, HIPAA, Clinical Research, Healthcare Information..., Team Building, Process Improvement, Customer Service, Microsoft Office, Leadership, Training, Visio, Epic Systems, Microsoft Word, Inpatient, Troubleshooting
Education
George Mason University 2010 — 2012
Master's Certificate, Health Information Systems
Shenandoah University 2006 — 2007
Bachelor's Degree, Nursing (BSN)
Regents College 1997 — 1998
Bachelor's Degree, Liberal Arts- Sociology
John's Hopkins Medice, Suburban Hospital June 2014 - Present
Viox an EMCOR Company June 2013 - June 2014
Edward Jones June 2012 - June 2013
Inova Health System May 2011 - June 2012
Inova Loudoun Hospital February 2008 - May 2011
Johnson & Johnson, Cordis October 2000 - January 2004
U. S. Navy October 1996 - September 2000
U. S. Navy June 1994 - September 1996
Skills
Epic, Supervisory Skills, Training Skills, Project Management, Management, Six Sigma, Lean Manufacturing, Gap Analysis, Supervision, Nursing, EMR, EHR, Healthcare, Hospitals, HIPAA, Clinical Research, Healthcare Information..., Team Building, Process Improvement, Customer Service, Microsoft Office, Leadership, Training, Visio, Epic Systems, Microsoft Word, Inpatient, Troubleshooting
Education
George Mason University 2010 — 2012
Master's Certificate, Health Information Systems
Shenandoah University 2006 — 2007
Bachelor's Degree, Nursing (BSN)
Regents College 1997 — 1998
Bachelor's Degree, Liberal Arts- Sociology
Daniel YoNash's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones October 2012 - Present
Perfekta, Inc. August 2008 - June 2012
Skills
Customer Service, Team Building, Microsoft Office, Outlook, Strategic Planning, Microsoft Excel, Process Improvement, Employee Relations, Public Speaking, Microsoft Word, Project Management, PowerPoint
Education
Friends University 2010 — 2012
Business Administration, Business Management
Edward Jones October 2012 - Present
Perfekta, Inc. August 2008 - June 2012
Skills
Customer Service, Team Building, Microsoft Office, Outlook, Strategic Planning, Microsoft Excel, Process Improvement, Employee Relations, Public Speaking, Microsoft Word, Project Management, PowerPoint
Education
Friends University 2010 — 2012
Business Administration, Business Management
Casey Bochum Casey Bochum's Edward Jones Experience November 2009 - February 2013
Job CSA HiLine Utility Supply Company Rubber Lab
Industry Utilities
Experience
Hi-Line Utility Supply - a Division of Wesco Distribution September 2014 - Present
Personal Finance Company LLC March 2013 - September 2014
Edward Jones November 2009 - February 2013
American General Finance July 2007 - April 2009
Clear Choice Mortgage Inc. July 2004 - July 2007
American General Finance 2002 - 2004
Citi 1999 - 2002
Skills
Team Building, Loan Origination, Leadership, Strategic Planning, Credit, Customer Service, Mortgage Lending, Marketing, Insurance, Finance, Credit Analysis, Time Management, Loans, Analysis, Securities
Education
Franklin University 2010 — 2012
Bachelor's degree, Business Administration, 3.9
Harper College 2002 — 2005
Associates, Business
Hi-Line Utility Supply - a Division of Wesco Distribution September 2014 - Present
Personal Finance Company LLC March 2013 - September 2014
Edward Jones November 2009 - February 2013
American General Finance July 2007 - April 2009
Clear Choice Mortgage Inc. July 2004 - July 2007
American General Finance 2002 - 2004
Citi 1999 - 2002
Skills
Team Building, Loan Origination, Leadership, Strategic Planning, Credit, Customer Service, Mortgage Lending, Marketing, Insurance, Finance, Credit Analysis, Time Management, Loans, Analysis, Securities
Education
Franklin University 2010 — 2012
Bachelor's degree, Business Administration, 3.9
Harper College 2002 — 2005
Associates, Business
Karen Johnson Logan Karen Johnson Logan's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Barton Nelson Inc October 2012 - February 2014
Business Transition Specialists, LLC January 2011 - October 2012
Missouri House of Representatives April 2009 - January 2011
Sprint 2004 - March 2009
Sprint 2003 - 2004
Sprint 2001 - 2003
Accenture 1999 - 2001
T.C. Dance Club 1998 - 1999
University of Iowa Child Psychophysiology Lab 1996 - 1998
Skills
Strategic Planning, Project Management, Mergers, Program Management, Start-ups, Process Improvement, Business Strategy, Mergers & Acquisitions, Management, Operations Management, Business Development, Analysis
Education
University of Iowa
Master of Arts (M.A.)
George Mason University
Bachelor of Science (B.S.)
Thomas Jefferson High School for Science and Technology
Edward Jones March 2014 - Present
Barton Nelson Inc October 2012 - February 2014
Business Transition Specialists, LLC January 2011 - October 2012
Missouri House of Representatives April 2009 - January 2011
Sprint 2004 - March 2009
Sprint 2003 - 2004
Sprint 2001 - 2003
Accenture 1999 - 2001
T.C. Dance Club 1998 - 1999
University of Iowa Child Psychophysiology Lab 1996 - 1998
Skills
Strategic Planning, Project Management, Mergers, Program Management, Start-ups, Process Improvement, Business Strategy, Mergers & Acquisitions, Management, Operations Management, Business Development, Analysis
Education
University of Iowa
Master of Arts (M.A.)
George Mason University
Bachelor of Science (B.S.)
Thomas Jefferson High School for Science and Technology
Steve Harty CISSP, CISA Steve Harty CISSP, CISA's Edward Jones Experience November 2009 - June 2010
Job Information Security Auditor at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank April 2014 - Present
US Bank November 2010 - April 2014
Edward Jones November 2009 - June 2010
Avaya October 2008 - October 2009
Avaya October 2007 - October 2008
Avaya April 2006 - October 2007
Avaya October 1998 - March 2006
American Medical Response September 1995 - October 1998
US Army Signal Corps February 1991 - February 1995
Skills
Vendor Management, Telecommunications, Troubleshooting, Software Documentation, Technical Support, Networking, VoIP, Leadership, Project Portfolio..., Customer Service, Avaya, Testing, IP, SharePoint, Enterprise Software, Process Improvement, Program Management, Databases, IT Management, Call Centers, Security, Sales, Wireless, System Administration, Management, SDLC, ITIL, Business Analysis, Training, Windows, Servers, Team Management, Hardware, Data Center, Disaster Recovery, Integration, Written & Verbal..., Project Management, ITIL Certified, Change Management, Business Process, Problem Solving, Employee Relations, Coaching, Information Technology, Banking, Continuous Improvement, IT Operations, Incident Management, Visio
Education
Regis University 2002 — 2006
BS, Computer Networking
Frostburg State University 2013 — 2016
Master of Business Administration (M.B.A.), Candidate, Current GPA: 4.0
U.S. Bank April 2014 - Present
US Bank November 2010 - April 2014
Edward Jones November 2009 - June 2010
Avaya October 2008 - October 2009
Avaya October 2007 - October 2008
Avaya April 2006 - October 2007
Avaya October 1998 - March 2006
American Medical Response September 1995 - October 1998
US Army Signal Corps February 1991 - February 1995
Skills
Vendor Management, Telecommunications, Troubleshooting, Software Documentation, Technical Support, Networking, VoIP, Leadership, Project Portfolio..., Customer Service, Avaya, Testing, IP, SharePoint, Enterprise Software, Process Improvement, Program Management, Databases, IT Management, Call Centers, Security, Sales, Wireless, System Administration, Management, SDLC, ITIL, Business Analysis, Training, Windows, Servers, Team Management, Hardware, Data Center, Disaster Recovery, Integration, Written & Verbal..., Project Management, ITIL Certified, Change Management, Business Process, Problem Solving, Employee Relations, Coaching, Information Technology, Banking, Continuous Improvement, IT Operations, Incident Management, Visio
Education
Regis University 2002 — 2006
BS, Computer Networking
Frostburg State University 2013 — 2016
Master of Business Administration (M.B.A.), Candidate, Current GPA: 4.0
Deb Knowles Deb Knowles's Edward Jones Experience December 2006 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones December 2006 - Present
Greater Bay Bancorp April 2004 - October 2006
Independent Management Consultant January 2000 - March 2004
Deloitte & Touche October 1994 - December 1999
Wells Fargo 1989 - 1994
Skills
Financial Planning, Investments, Retirement Solutions, Wealth Management, Asset Management, Investment Advisory, Investment Strategies, Retirement Income..., Inheritance Tax Planning, Saving for Education, Strategic Financial..., Asset Managment, Retirement
Education
National University 1987 — 1989
MBA, Financial Management
George Mason University
Edward Jones December 2006 - Present
Greater Bay Bancorp April 2004 - October 2006
Independent Management Consultant January 2000 - March 2004
Deloitte & Touche October 1994 - December 1999
Wells Fargo 1989 - 1994
Skills
Financial Planning, Investments, Retirement Solutions, Wealth Management, Asset Management, Investment Advisory, Investment Strategies, Retirement Income..., Inheritance Tax Planning, Saving for Education, Strategic Financial..., Asset Managment, Retirement
Education
National University 1987 — 1989
MBA, Financial Management
George Mason University
Myra Abbasi CIR Myra Abbasi CIR's Edward Jones Experience January 2014 - Present
Job Senior Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Northwestern Mutual February 2012 - July 2013
Farmers Insurance & Financial Services February 2011 - January 2012
BB&T October 2010 - January 2011
Prudential April 2009 - September 2010
Ameriprise Financial January 2006 - June 2008
Skills
Sales Presentations, Taleo, Conflict Resolution, 401k, Mutual Funds, Employee Benefits, College Recruiting, Recruiting, Cold Calling, Performance Management, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Talent Management, Onboarding, Human Resources, Benefits Administration, Screening Resumes, Resume Writing, Interviews, Employee Relations, Sourcing, Benefits Negotiation, Temporary Placement, Internet Recruiting, Succession Planning, Hiring, HRIS, New Hire Orientations, Job Fairs, Training, Personnel Management, PeopleSoft, Temporary Staffing, Staffing Services, Deferred Compensation, Contract Recruitment, Executive Search, Screening, Business Networking, HR Consulting, Workforce Planning, Background Checks, Building Relationships, HR Policies, Employee Engagement, Corporate Recruiting, Employer Branding, Career Development, Job Descriptions
Education
George Mason University 2003 — 2005
BA, Communication
Edward Jones January 2014 - Present
Northwestern Mutual February 2012 - July 2013
Farmers Insurance & Financial Services February 2011 - January 2012
BB&T October 2010 - January 2011
Prudential April 2009 - September 2010
Ameriprise Financial January 2006 - June 2008
Skills
Sales Presentations, Taleo, Conflict Resolution, 401k, Mutual Funds, Employee Benefits, College Recruiting, Recruiting, Cold Calling, Performance Management, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Talent Management, Onboarding, Human Resources, Benefits Administration, Screening Resumes, Resume Writing, Interviews, Employee Relations, Sourcing, Benefits Negotiation, Temporary Placement, Internet Recruiting, Succession Planning, Hiring, HRIS, New Hire Orientations, Job Fairs, Training, Personnel Management, PeopleSoft, Temporary Staffing, Staffing Services, Deferred Compensation, Contract Recruitment, Executive Search, Screening, Business Networking, HR Consulting, Workforce Planning, Background Checks, Building Relationships, HR Policies, Employee Engagement, Corporate Recruiting, Employer Branding, Career Development, Job Descriptions
Education
George Mason University 2003 — 2005
BA, Communication
Brandon Lopez, CFA Brandon Lopez, CFA's Edward Jones Experience June 2011 - December 2012
Job Client Portfolio Manager at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC August 2015 - Present
Wilshire Associates January 2013 - August 2015
Edward Jones June 2011 - December 2012
Brown-Forman May 2008 - January 2009
Skills
Investment Advisory, Mutual Funds, Financial Analysis, Financial Modeling, Investments, Economics, Corporate Finance, Data Analysis, Capital Markets, Analysis, Microsoft Excel, Series 7, Statistics, Valuation, Finance, Equities
Education
Washington University in St. Louis - Olin Business School 2010 — 2011
MS, Finance
Georgetown College 2005 — 2009
BSBA, Finance, Economics
Aristotle Capital Management, LLC August 2015 - Present
Wilshire Associates January 2013 - August 2015
Edward Jones June 2011 - December 2012
Brown-Forman May 2008 - January 2009
Skills
Investment Advisory, Mutual Funds, Financial Analysis, Financial Modeling, Investments, Economics, Corporate Finance, Data Analysis, Capital Markets, Analysis, Microsoft Excel, Series 7, Statistics, Valuation, Finance, Equities
Education
Washington University in St. Louis - Olin Business School 2010 — 2011
MS, Finance
Georgetown College 2005 — 2009
BSBA, Finance, Economics
Daniel Wonderly's Edward Jones Experience 2014 - Present
Job Financial advisor for Edward Jones investments
Industry Financial Services
Experience
Edward Jones 2014 - Present
Gundlach's plumbing heating and air conditioning April 2008 - October 2014
Bakersfield Duct Raters October 2005 - April 2008
Gundlach's Plumbing Heating and Air Conditioning April 2004 - October 2005
Skills
Direct Sales, Sales, New Business Development, Customer Service, Small Business, Business Development, Strategic Planning
Education
Fresno Pacific University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Leadership, 3.5
Bakersfield college 2007 — 2009
NA, NA
Canyon Hills Bible College 2005 — 2007
A.A. in Ministry, Christian Studies
Edward Jones 2014 - Present
Gundlach's plumbing heating and air conditioning April 2008 - October 2014
Bakersfield Duct Raters October 2005 - April 2008
Gundlach's Plumbing Heating and Air Conditioning April 2004 - October 2005
Skills
Direct Sales, Sales, New Business Development, Customer Service, Small Business, Business Development, Strategic Planning
Education
Fresno Pacific University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Organizational Leadership, 3.5
Bakersfield college 2007 — 2009
NA, NA
Canyon Hills Bible College 2005 — 2007
A.A. in Ministry, Christian Studies
Danielle Tarnowski Danielle Tarnowski's Edward Jones Experience March 1999 - July 2002
Job Vice President Wealth Advisor Private Wealth Management
Industry Banking
Experience
Regions Bank October 2010 - Present
Thrivent Financial for Lutherans December 2009 - October 2010
Altissimo December 2008 - October 2010
Carlisle Collection NY May 2008 - September 2010
Zorian LLC November 2005 - December 2008
State Farm Insurance July 2002 - November 2005
Edward Jones March 1999 - July 2002
Pewter Image September 1984 - September 1998
Skills
Business Succession..., Trust and Estate..., Buy-sell Agreements, Investment Strategies, Hedging, Wealth Management, Retirement Solutions, Asset Allocation, Risk Assessment, Wealth Preservation..., Retirement Plan..., Benefits Design, Executive Compensation..., Multi-generational..., Customer Service
Education
Gdansk University of Technology
Bachelor of Applied Science (B.A.Sc.)
Ringling College of Art and Design
University of Gdansk
B.S.
University of Rhode Island - College of Business Administration
Regions Bank October 2010 - Present
Thrivent Financial for Lutherans December 2009 - October 2010
Altissimo December 2008 - October 2010
Carlisle Collection NY May 2008 - September 2010
Zorian LLC November 2005 - December 2008
State Farm Insurance July 2002 - November 2005
Edward Jones March 1999 - July 2002
Pewter Image September 1984 - September 1998
Skills
Business Succession..., Trust and Estate..., Buy-sell Agreements, Investment Strategies, Hedging, Wealth Management, Retirement Solutions, Asset Allocation, Risk Assessment, Wealth Preservation..., Retirement Plan..., Benefits Design, Executive Compensation..., Multi-generational..., Customer Service
Education
Gdansk University of Technology
Bachelor of Applied Science (B.A.Sc.)
Ringling College of Art and Design
University of Gdansk
B.S.
University of Rhode Island - College of Business Administration
Carolyn Mobley's Edward Jones Experience July 2005 - December 2010
Job Real Estate and Marketing
Industry Hospitality
Experience
Keller Williams Success Realty November 2013 - Present
Wyndham Worldwide March 2013 - December 2013
WonderWorks PCB April 2012 - April 2013
KC Clothing Company, LLC January 2012 - March 2013
Edward Jones July 2005 - December 2010
Skills
Microsoft Technologies, Windows Services, Social Networking, Outlook, Customer Oriented, Customer Service, Office Administration, Animal Work, Legal Research, Legal Assistance, Medical Terminology, Firefighting, Emergency Medical, Medical Office Managment, Medical Office..., Medicine, Marketing, Real Estate, Facebook, Social Media Marketing, Event Management, Event Planning, Fundraising, Social Media, Sales, Online Marketing, Microsoft Excel, Blogging, Microsoft Office, Email Marketing, Online Advertising, Acting, Press Releases, Notary Public, Office Management, Public Relations
Education
Rowlett Real Estate School 2013 — 2013
Real Estate
Medix School 1983 — 1984
University of Maryland College Park 1982 — 1984
Georgetown University
IBCLC
Keller Williams Success Realty November 2013 - Present
Wyndham Worldwide March 2013 - December 2013
WonderWorks PCB April 2012 - April 2013
KC Clothing Company, LLC January 2012 - March 2013
Edward Jones July 2005 - December 2010
Skills
Microsoft Technologies, Windows Services, Social Networking, Outlook, Customer Oriented, Customer Service, Office Administration, Animal Work, Legal Research, Legal Assistance, Medical Terminology, Firefighting, Emergency Medical, Medical Office Managment, Medical Office..., Medicine, Marketing, Real Estate, Facebook, Social Media Marketing, Event Management, Event Planning, Fundraising, Social Media, Sales, Online Marketing, Microsoft Excel, Blogging, Microsoft Office, Email Marketing, Online Advertising, Acting, Press Releases, Notary Public, Office Management, Public Relations
Education
Rowlett Real Estate School 2013 — 2013
Real Estate
Medix School 1983 — 1984
University of Maryland College Park 1982 — 1984
Georgetown University
IBCLC
Brad Mehaffey Brad Mehaffey's Edward Jones Experience December 2007 - January 2009
Job National Sales Account Manager
Industry Apparel & Fashion
Experience
VF Imagewear July 2014 - Present
VF Imagewear February 2013 - June 2014
VF Imagewear February 2011 - February 2013
First Tennessee Bank January 2009 - September 2009
Edward Jones December 2007 - January 2009
The Lampo Group Inc. November 2006 - December 2007
Skills
Apparel, Sales, B2B, Cold Calling, Account Management, Merchandising, Sales Process, Sales Operations, Direct Sales, Selling, Marketing Strategy, Sales Management, Marketing, Retail, Team Building, Product Development, Salesforce.com, Forecasting, Negotiation, Trade Shows, New Business Development, Customer Retention, Manufacturing, Inventory Management
Education
Freed-Hardeman University 2002 — 2006
BBA, Marketing
VF Imagewear July 2014 - Present
VF Imagewear February 2013 - June 2014
VF Imagewear February 2011 - February 2013
First Tennessee Bank January 2009 - September 2009
Edward Jones December 2007 - January 2009
The Lampo Group Inc. November 2006 - December 2007
Skills
Apparel, Sales, B2B, Cold Calling, Account Management, Merchandising, Sales Process, Sales Operations, Direct Sales, Selling, Marketing Strategy, Sales Management, Marketing, Retail, Team Building, Product Development, Salesforce.com, Forecasting, Negotiation, Trade Shows, New Business Development, Customer Retention, Manufacturing, Inventory Management
Education
Freed-Hardeman University 2002 — 2006
BBA, Marketing
Jon Sisson Jon Sisson's Edward Jones Experience August 1999 - March 2003
Job Senior Investment Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors May 2009 - June 2015
Wachovia Securities March 2003 - May 2009
Edward Jones August 1999 - March 2003
Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...
Education
Georgia College and State University 1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching
Raymond James Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors May 2009 - June 2015
Wachovia Securities March 2003 - May 2009
Edward Jones August 1999 - March 2003
Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...
Education
Georgia College and State University 1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching
William Weston Wes Quesenberry William Weston Wes Quesenberry's Edward Jones Experience August 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Belk November 2014 - August 2015
Belk November 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2012 - September 2013
World Financial Group (WFG) January 2007 - January 2012
Staffing Resources October 2006 - January 2007
Kroger November 2005 - October 2006
Skills
Sales, Customer Service, Leadership, Data Entry, Microsoft Office, Management, Event Planning, Social Media, Microsoft Word, Public Speaking, Insurance, PowerPoint, Microsoft Excel, Community Outreach, Outlook Express, Telephone Skills, Lotus Notes, Team Leadership, Nonprofits, Scanners, Non-profit Volunteer, Team Building, Retail Sales, Social Networking, Document Drafting, Internet Explorer, Compliance, Business Continuity, Business Letters, Employee Surveys, Member of Toastmasters, Motivated self-starter, Positive Team Player, Learning Quickly, Food Distribution, Mail Merge, Client Relations Skills, Credit, Visual Merchandising, Sales Leads, Fellowship, Membership Relations, Membership Development, Receptions, Meals, Office Management, Financial Services
Education
Toastmasters International 2010 — 2013
Public Speaking and Leadership, Public speaking
Georgia College and State University 1995 — 1997
Bachelor's degree, History / English
Oxford College of Emory University 1993 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Gulliver Preparatory School 1990 — 1993
High School Diploma, High School/Secondary Diplomas and Certificates
Edward Jones August 2015 - Present
Belk November 2014 - August 2015
Belk November 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2012 - September 2013
World Financial Group (WFG) January 2007 - January 2012
Staffing Resources October 2006 - January 2007
Kroger November 2005 - October 2006
Skills
Sales, Customer Service, Leadership, Data Entry, Microsoft Office, Management, Event Planning, Social Media, Microsoft Word, Public Speaking, Insurance, PowerPoint, Microsoft Excel, Community Outreach, Outlook Express, Telephone Skills, Lotus Notes, Team Leadership, Nonprofits, Scanners, Non-profit Volunteer, Team Building, Retail Sales, Social Networking, Document Drafting, Internet Explorer, Compliance, Business Continuity, Business Letters, Employee Surveys, Member of Toastmasters, Motivated self-starter, Positive Team Player, Learning Quickly, Food Distribution, Mail Merge, Client Relations Skills, Credit, Visual Merchandising, Sales Leads, Fellowship, Membership Relations, Membership Development, Receptions, Meals, Office Management, Financial Services
Education
Toastmasters International 2010 — 2013
Public Speaking and Leadership, Public speaking
Georgia College and State University 1995 — 1997
Bachelor's degree, History / English
Oxford College of Emory University 1993 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Gulliver Preparatory School 1990 — 1993
High School Diploma, High School/Secondary Diplomas and Certificates
Jonathan Gaudio Jonathan Gaudio's Edward Jones Experience November 2014 - February 2015
Job Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company August 2015 - Present
The Huntington Investment Company March 2015 - Present
Edward Jones November 2014 - February 2015
American Electric Power December 2010 - August 2014
Edward Jones November 2009 - December 2010
Skills
Commodity Markets, Commodity, Natural Gas, Trading, Energy Markets, Energy, Asset Managment, Portfolio Management, Financial Analysis, Options, Investments, Equities, Derivatives, Hedging, Risk Management, Financial Planning, Financial Markets, Finance, Mutual Funds, Series 7, Financial Services, Alternative Investments, Fixed Income, Financial Risk
Education
Franklin University 2011 — 2012
Master of Business Administration (MBA), Master of Business Administration
The Ohio State University Fisher College of Business 2005 — 2009
Business Administration, Finance
The Huntington Investment Company August 2015 - Present
The Huntington Investment Company March 2015 - Present
Edward Jones November 2014 - February 2015
American Electric Power December 2010 - August 2014
Edward Jones November 2009 - December 2010
Skills
Commodity Markets, Commodity, Natural Gas, Trading, Energy Markets, Energy, Asset Managment, Portfolio Management, Financial Analysis, Options, Investments, Equities, Derivatives, Hedging, Risk Management, Financial Planning, Financial Markets, Finance, Mutual Funds, Series 7, Financial Services, Alternative Investments, Fixed Income, Financial Risk
Education
Franklin University 2011 — 2012
Master of Business Administration (MBA), Master of Business Administration
The Ohio State University Fisher College of Business 2005 — 2009
Business Administration, Finance
Cameron Brazzell Cameron Brazzell's Edward Jones Experience June 2006 - October 2007
Job MBA Candidate Georgia Tech/Investment Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
J.P. Morgan February 2010 - February 2011
E*TRADE Financial October 2007 - February 2010
Edward Jones June 2006 - October 2007
Skills
Series 7, Leadership, Investments, Equities, Finance, Mutual Funds, Financial Services, Securities, FINRA, Asset Allocation, Bonds, Stocks, Series 24, ETFs, Microsoft Excel, Wealth Management, Insurance, Retirement Planning, Process Improvement, Portfolio Management, Financial Modeling, Investment Strategies, Strategic Financial..., Relationship Management, Asset Management, 401k
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance and Marketing (Dual Concentration)
University of West Georgia 2002 — 2006
Bachelor's of Business Administration, Marketing
Fidelity Investments March 2011 - Present
J.P. Morgan February 2010 - February 2011
E*TRADE Financial October 2007 - February 2010
Edward Jones June 2006 - October 2007
Skills
Series 7, Leadership, Investments, Equities, Finance, Mutual Funds, Financial Services, Securities, FINRA, Asset Allocation, Bonds, Stocks, Series 24, ETFs, Microsoft Excel, Wealth Management, Insurance, Retirement Planning, Process Improvement, Portfolio Management, Financial Modeling, Investment Strategies, Strategic Financial..., Relationship Management, Asset Management, 401k
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance and Marketing (Dual Concentration)
University of West Georgia 2002 — 2006
Bachelor's of Business Administration, Marketing
Rebekah Jones Rebekah Jones's Edward Jones Experience May 2012 - September 2013
Job Agency Team Member at State Farm
Industry Insurance
Experience
State Farm April 2015 - Present
Gartner November 2013 - Present
Jared the Galleria of Jewelry August 2011 - April 2015
Edward Jones May 2012 - September 2013
JP Morgan Chase September 2010 - May 2012
Jared the Galleria of Jewelry August 2007 - February 2009
Skills
Sales, Customer Service, Outlook, Microsoft Excel, Retail, Team Building, Banking, PowerPoint, Organized, Attention To Detail, Credit, Accounting, Retail Sales, Time Management, Telephone Skills, Retail Banking, Customer Experience, Property & Casualty..., Life & Health Insurance, Management, Marketing
Education
University of Utah 2013 — 2013
Bachelor of Science (BS), Communication, General
Salt Lake Community College 2011 — 2012
Associate of Science (A.S.), General Studies
University of West Georgia 2006 — 2010
Gemological Institute of America 2007 — 2008
Accredited Jewelry Professional, Gemology
State Farm April 2015 - Present
Gartner November 2013 - Present
Jared the Galleria of Jewelry August 2011 - April 2015
Edward Jones May 2012 - September 2013
JP Morgan Chase September 2010 - May 2012
Jared the Galleria of Jewelry August 2007 - February 2009
Skills
Sales, Customer Service, Outlook, Microsoft Excel, Retail, Team Building, Banking, PowerPoint, Organized, Attention To Detail, Credit, Accounting, Retail Sales, Time Management, Telephone Skills, Retail Banking, Customer Experience, Property & Casualty..., Life & Health Insurance, Management, Marketing
Education
University of Utah 2013 — 2013
Bachelor of Science (BS), Communication, General
Salt Lake Community College 2011 — 2012
Associate of Science (A.S.), General Studies
University of West Georgia 2006 — 2010
Gemological Institute of America 2007 — 2008
Accredited Jewelry Professional, Gemology
Sloan Isom's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
The Becker Law Firm, LLC February 2012 - March 2014
TASQ Technology October 2012 - December 2013
Genuine Parts Company, Rayloc Division 2010 - 2012
Advanced Industrial Resources 2006 - 2010
Skills
Pricing Strategy, Pricing, Product Development, Competitive Analysis, Process Improvement, Product Management, Business Development, Analysis, Business Analysis, Data Analysis, Contract Negotiation, Program Management, Project Management
Education
Georgia Tech 2005 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Edward Jones March 2014 - Present
The Becker Law Firm, LLC February 2012 - March 2014
TASQ Technology October 2012 - December 2013
Genuine Parts Company, Rayloc Division 2010 - 2012
Advanced Industrial Resources 2006 - 2010
Skills
Pricing Strategy, Pricing, Product Development, Competitive Analysis, Process Improvement, Product Management, Business Development, Analysis, Business Analysis, Data Analysis, Contract Negotiation, Program Management, Project Management
Education
Georgia Tech 2005 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Thor Melson Thor Melson's Edward Jones Experience April 1998 - March 2006
Job Divisional Director at Protective Life
Industry Insurance
Experience
Protective Life March 2006 - Present
Edward Jones April 1998 - March 2006
Skills
Series 63, Life Insurance, Retirement Planning, Investments, Fixed Annuities, 401k, Long-term Care, Customer Service, Insurance, Series 7, Variable Annuities, Series 6, Term Life Insurance, Retirement, Sales
Education
Freed-Hardeman University 1992 — 1996
Bachelor's Degree, Finance and Financial Management Services
Protective Life March 2006 - Present
Edward Jones April 1998 - March 2006
Skills
Series 63, Life Insurance, Retirement Planning, Investments, Fixed Annuities, 401k, Long-term Care, Customer Service, Insurance, Series 7, Variable Annuities, Series 6, Term Life Insurance, Retirement, Sales
Education
Freed-Hardeman University 1992 — 1996
Bachelor's Degree, Finance and Financial Management Services
Derek Ramos Derek Ramos's Edward Jones Experience August 2008 - March 2010
Job Director of Facilities at Garden City Community College
Industry Education Management
Experience
Garden City Community College April 2013 - Present
Garden City Community College April 2013 - Present
Tatro Plumbing Co., Inc. May 2010 - April 2013
Edward Jones August 2008 - March 2010
Northwestern Mutual May 2006 - December 2007
Skills
Leadership, Strategic Planning, Public Speaking, Team Building, Contract Management, Contract Negotiation, Project Management, Event Planning, Budget Management, Team Leadership, Financial Accounting, Financial Reporting, Business Strategy, Business Development, Construction Management, Higher Education
Education
Kansas State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Garden City Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Lakin High School
Garden City Community College April 2013 - Present
Garden City Community College April 2013 - Present
Tatro Plumbing Co., Inc. May 2010 - April 2013
Edward Jones August 2008 - March 2010
Northwestern Mutual May 2006 - December 2007
Skills
Leadership, Strategic Planning, Public Speaking, Team Building, Contract Management, Contract Negotiation, Project Management, Event Planning, Budget Management, Team Leadership, Financial Accounting, Financial Reporting, Business Strategy, Business Development, Construction Management, Higher Education
Education
Kansas State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Garden City Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Lakin High School
Anthony R. Williams Anthony R. Williams's Edward Jones Experience April 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
JPMorgan Chase August 2013 - March 2014
JP Morgan Chase March 2008 - July 2013
Ohio Air National Guard July 2006 - January 2013
Regency Window Co. 2005 - 2006
Morgan Stanley October 2003 - May 2005
Alliance Data September 2001 - April 2004
Ferrell Insurance Agency 2002 - 2004
Combined Insurance 2000 - 2001
Skills
Leadership, Management, Training, Program Management, Team Building, Process Improvement, Intelligence Analysis, Sales, Military, Strategic Planning, Microsoft Office, Public Speaking, Security Clearance, Team Leadership, Relationship Management, Risk Management, Employee Relations, Recruiting, Military Operations, Project Management, Leadership Development, DoD, Government, Military Experience, Banking, Personal Development, Employee Engagement, Employee Management, Staff Retention, Mentoring Of Staff, Solution Selling, Employee Training, PowerPoint, Personal Development..., Analyst Briefings, Hiring Practices, Sales Presentations, Business Coaching, Performance Appraisal, P&L Management, Talent Management, Staff Development, Counterterrorism, Top Secret, P&L Responsibility, Series 6, Series 7, Series 66, Life, Health, Variable...
Education
Franklin University 2008 — 2010
B.S., Management & Leadership, 3.04
Edward Jones April 2014 - Present
JPMorgan Chase August 2013 - March 2014
JP Morgan Chase March 2008 - July 2013
Ohio Air National Guard July 2006 - January 2013
Regency Window Co. 2005 - 2006
Morgan Stanley October 2003 - May 2005
Alliance Data September 2001 - April 2004
Ferrell Insurance Agency 2002 - 2004
Combined Insurance 2000 - 2001
Skills
Leadership, Management, Training, Program Management, Team Building, Process Improvement, Intelligence Analysis, Sales, Military, Strategic Planning, Microsoft Office, Public Speaking, Security Clearance, Team Leadership, Relationship Management, Risk Management, Employee Relations, Recruiting, Military Operations, Project Management, Leadership Development, DoD, Government, Military Experience, Banking, Personal Development, Employee Engagement, Employee Management, Staff Retention, Mentoring Of Staff, Solution Selling, Employee Training, PowerPoint, Personal Development..., Analyst Briefings, Hiring Practices, Sales Presentations, Business Coaching, Performance Appraisal, P&L Management, Talent Management, Staff Development, Counterterrorism, Top Secret, P&L Responsibility, Series 6, Series 7, Series 66, Life, Health, Variable...
Education
Franklin University 2008 — 2010
B.S., Management & Leadership, 3.04
John Standridge's Edward Jones Experience May 2012 - May 2013
Job Seeking New Opportunity
Industry Financial Services
Experience
Enterprise Rent-A-Car December 2013 - July 2015
Edward Jones May 2012 - May 2013
Skills
Financial Analysis, Customer Service, Public Speaking, Public Seminars, Sales, Cost Accounting, Underwriting, Relationship Management, Economics
Education
Georgia College and State University 2008 — 2012
Bachelor’s Degree, Economics
Enterprise Rent-A-Car December 2013 - July 2015
Edward Jones May 2012 - May 2013
Skills
Financial Analysis, Customer Service, Public Speaking, Public Seminars, Sales, Cost Accounting, Underwriting, Relationship Management, Economics
Education
Georgia College and State University 2008 — 2012
Bachelor’s Degree, Economics
Janae Cooley Janae Cooley's Edward Jones Experience July 2013 - September 2013
Job Home Care for Seniors
Industry Hospital & Health Care
Experience
Heritage Home Healthcare & Hospice September 2015 - Present
Healthcare Solutions Team September 2014 - 2015
H&R Block July 2013 - January 2014
Edward Jones July 2013 - September 2013
Prudential Financial January 2013 - May 2013
Liberty Mutual Insurance January 2012 - December 2012
UofA/Arizona Telemedicine Program May 1995 - December 2011
Skills
Marketing, Management, Information Technology, Healthcare, Public Speaking, Strategic Planning, Social Networking, Marketing Strategy, Social Media, Business Development, Sales, Public Relations, Market Research, Event Planning, New Business Development, Social Media Marketing, Marketing Communications, Event Management, Microsoft Office, Facebook, PowerPoint, Project Management, Training, Leadership, Program Management
Education
Grand Canyon University 2013 — 2015
Master of Public Administration (MPA), Health/Health Care Administration/Management
University of Phoenix 2010 — 2012
Bachelor's degree, Business
Gateway Community College 2011 — 2011
McIT, Management of Clinical Information Technology
Heritage Home Healthcare & Hospice September 2015 - Present
Healthcare Solutions Team September 2014 - 2015
H&R Block July 2013 - January 2014
Edward Jones July 2013 - September 2013
Prudential Financial January 2013 - May 2013
Liberty Mutual Insurance January 2012 - December 2012
UofA/Arizona Telemedicine Program May 1995 - December 2011
Skills
Marketing, Management, Information Technology, Healthcare, Public Speaking, Strategic Planning, Social Networking, Marketing Strategy, Social Media, Business Development, Sales, Public Relations, Market Research, Event Planning, New Business Development, Social Media Marketing, Marketing Communications, Event Management, Microsoft Office, Facebook, PowerPoint, Project Management, Training, Leadership, Program Management
Education
Grand Canyon University 2013 — 2015
Master of Public Administration (MPA), Health/Health Care Administration/Management
University of Phoenix 2010 — 2012
Bachelor's degree, Business
Gateway Community College 2011 — 2011
McIT, Management of Clinical Information Technology
Ryan Meiser, CFP® Ryan Meiser, CFP®'s Edward Jones Experience June 2009 - November 2010
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments November 2010 - September 2012
Edward Jones June 2009 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Asset Allocation, Retirement, Equities, Securities, Strategic Financial..., Portfolio Management, Certified Financial...
Education
Georgetown University
Financial Planning
University Of Mary Washington
BS, Economics
Fidelity Investments October 2012 - Present
Fidelity Investments November 2010 - September 2012
Edward Jones June 2009 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Asset Allocation, Retirement, Equities, Securities, Strategic Financial..., Portfolio Management, Certified Financial...
Education
Georgetown University
Financial Planning
University Of Mary Washington
BS, Economics
Susan (Woodall) Aragon Susan (Woodall) Aragon's Edward Jones Experience December 2008 - Present
Job
Industry Investment Management
Experience
Edward Jones December 2008 - Present
The Aragon Family November 2005 - Present
sanofi-aventis December 2002 - November 2005
sanofi-aventis March 2000 - December 2002
Wyeth Ayerst Laboratories June 1995 - March 2000
GTE/Verizon (CelluarOne of Knoxville) June 1994 - June 1995
Education
Freed-Hardeman University 1989 — 1993
Bachelor of Arts (B.A.)
Farragut High School
Edward Jones December 2008 - Present
The Aragon Family November 2005 - Present
sanofi-aventis December 2002 - November 2005
sanofi-aventis March 2000 - December 2002
Wyeth Ayerst Laboratories June 1995 - March 2000
GTE/Verizon (CelluarOne of Knoxville) June 1994 - June 1995
Education
Freed-Hardeman University 1989 — 1993
Bachelor of Arts (B.A.)
Farragut High School
Nathan McLaughlin Nathan McLaughlin's Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
Education
George Mason University
Bachelor of Individualized Study, Entrepreneurial Studies
James Madison
Edward Jones August 2010 - Present
Education
George Mason University
Bachelor of Individualized Study, Entrepreneurial Studies
James Madison
Larissa Morningstar's Edward Jones Experience November 2012 - Present
Job OnCall BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Freed-Hardeman University September 2010 - Present
Williams-Sonoma, Inc. June 2012 - August 2012
Dwyer Instruments May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Apple, Budgets, Communication, Public Speaking, PowerPoint, Research, Time Management
Education
Freed-Hardeman University 2010 — 2013
BA, Finance
Edward Jones November 2012 - Present
Freed-Hardeman University September 2010 - Present
Williams-Sonoma, Inc. June 2012 - August 2012
Dwyer Instruments May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Apple, Budgets, Communication, Public Speaking, PowerPoint, Research, Time Management
Education
Freed-Hardeman University 2010 — 2013
BA, Finance
Valerie Kemp Valerie Kemp's Edward Jones Experience June 2010 - July 2011
Job Director of Sales, Marketing, Client and Public Relations at Regent Wealth Management
Industry Financial Services
Experience
Regent Wealth Management July 2011 - Present
Edward Jones June 2010 - July 2011
Renz & Renz Commercial Real Estate January 1999 - July 2010
Skills
Marketing Communications, Event Planning, Marketing Strategy, Advertising, Strategic Planning, Marketing, Email Marketing, Social Media Marketing, Online Advertising, Social Media, Microsoft Office, Public Speaking, Event Management, Public Relations, Direct Marketing, Community Outreach, Customer Service, Business Planning, Leadership, Small Business, Negotiation, Blogging, Lead Generation, Team Leadership, SEO, Management, Budgets, Online Marketing, Social Networking, Nonprofits, Strategy, Coaching, Marketing Management, Business Development, Fundraising, Photography, Copywriting, Entrepreneurship, Team Building, PowerPoint, Product Marketing, Sales, Project Management, New Business Development, Leadership Development, Publishing, Small Business Marketing, Start-ups, Financial Communications, Change Communications
Education
Gavilan College
Regent Wealth Management July 2011 - Present
Edward Jones June 2010 - July 2011
Renz & Renz Commercial Real Estate January 1999 - July 2010
Skills
Marketing Communications, Event Planning, Marketing Strategy, Advertising, Strategic Planning, Marketing, Email Marketing, Social Media Marketing, Online Advertising, Social Media, Microsoft Office, Public Speaking, Event Management, Public Relations, Direct Marketing, Community Outreach, Customer Service, Business Planning, Leadership, Small Business, Negotiation, Blogging, Lead Generation, Team Leadership, SEO, Management, Budgets, Online Marketing, Social Networking, Nonprofits, Strategy, Coaching, Marketing Management, Business Development, Fundraising, Photography, Copywriting, Entrepreneurship, Team Building, PowerPoint, Product Marketing, Sales, Project Management, New Business Development, Leadership Development, Publishing, Small Business Marketing, Start-ups, Financial Communications, Change Communications
Education
Gavilan College
Jonathan Pace Jonathan Pace's Edward Jones Experience September 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1999 - Present
Skills
Budgets, Credit, Financial Analysis, Investments, Strategic Financial..., Microsoft Office
Education
Franklin College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Management, Marketing, Finance
Edward Jones September 1999 - Present
Skills
Budgets, Credit, Financial Analysis, Investments, Strategic Financial..., Microsoft Office
Education
Franklin College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Management, Marketing, Finance
Patrick Dally Patrick Dally's Edward Jones Experience September 2011 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Red Lobster September 2005 - January 2010
US Navy September 2001 - September 2005
Education
University of West Georgia 2009 — 2011
BBA, Business Management
Georgia Perimeter College 2006 — 2009
Edward Jones September 2011 - Present
Red Lobster September 2005 - January 2010
US Navy September 2001 - September 2005
Education
University of West Georgia 2009 — 2011
BBA, Business Management
Georgia Perimeter College 2006 — 2009
Matt McIver Matt McIver's Edward Jones Experience May 2002 - June 2003
Job Sr. Manager at WestRock Company
Industry Paper & Forest Products
Experience
WestRock Company July 2015 - Present
WestRock Company December 2012 - Present
Waste Integration July 2012 - December 2012
Waste Integration January 2006 - December 2012
Waste Integration October 2004 - December 2005
Waste Integration January 2003 - September 2004
Waste Integration July 2003 - December 2003
Edward Jones May 2002 - June 2003
Skills
Recycling, Analysis, Waste, Contract Negotiation, Microsoft Office, Customer Service, Environmental Compliance, Sustainability, Waste Management, Strategic Planning, Auditing, Environmental Awareness, Financial Reporting, Microsoft Excel, Budgets, Forecasting, Accounting, Contract Management, Purchasing, Process Improvement
Education
Furman University 1998 — 2002
Bachelor of Arts, Business Administration
Woodberry Forest School 1994 — 1998
WestRock Company July 2015 - Present
WestRock Company December 2012 - Present
Waste Integration July 2012 - December 2012
Waste Integration January 2006 - December 2012
Waste Integration October 2004 - December 2005
Waste Integration January 2003 - September 2004
Waste Integration July 2003 - December 2003
Edward Jones May 2002 - June 2003
Skills
Recycling, Analysis, Waste, Contract Negotiation, Microsoft Office, Customer Service, Environmental Compliance, Sustainability, Waste Management, Strategic Planning, Auditing, Environmental Awareness, Financial Reporting, Microsoft Excel, Budgets, Forecasting, Accounting, Contract Management, Purchasing, Process Improvement
Education
Furman University 1998 — 2002
Bachelor of Arts, Business Administration
Woodberry Forest School 1994 — 1998
Robert Bushnell's Edward Jones Experience 2000 - 2002
Job Owner Gruntgear69.com Supporting American Troops & Jobs
Industry Apparel & Fashion
Experience
Gruntgear69.com July 2010 - Present
USAIG September 2002 - Present
Edward Jones 2000 - 2002
AOPA 1996 - 2000
UPS 1989 - 1998
Education
Josh Kaufman Personal MBA 2009 — 2011
MBA, Entrepreneurship, Marketing, Strategic Management
Friends University 1994 — 1996
Bachelor of Science in Business focused on, Human Resource Management, Entrepreneurship, Marketing, Strategic Management.
Wichita State University 1989 — 1994
Genral Business:, Accounting, Economics, Entrepreneurship, Finance, Intl Business, Marketing, Operations Mgmt.
The University of Kansas 1987 — 1988
NCAA Basketball Championship
Gruntgear69.com July 2010 - Present
USAIG September 2002 - Present
Edward Jones 2000 - 2002
AOPA 1996 - 2000
UPS 1989 - 1998
Education
Josh Kaufman Personal MBA 2009 — 2011
MBA, Entrepreneurship, Marketing, Strategic Management
Friends University 1994 — 1996
Bachelor of Science in Business focused on, Human Resource Management, Entrepreneurship, Marketing, Strategic Management.
Wichita State University 1989 — 1994
Genral Business:, Accounting, Economics, Entrepreneurship, Finance, Intl Business, Marketing, Operations Mgmt.
The University of Kansas 1987 — 1988
NCAA Basketball Championship
Andrew Farnsworth Andrew Farnsworth's Edward Jones Experience April 2010 - March 2011
Job Home Mortgage Consultant at Cascade Residential Mortgage
Industry Financial Services
Experience
Cascade Residential Mortgage February 2014 - Present
U.S. Bank March 2013 - March 2014
U.S. Bank July 2012 - March 2013
US Bank March 2008 - March 2013
Edward Jones April 2010 - March 2011
Skills
Wealth Management, Loans, Mortgage Lending, Small Business Lending, Investments, Retirement Planning, Credit, Consumer Lending, Banking, Mutual Funds, Refinance, FHA, Real Estate, Finance, Referrals, Real Estate Transactions, Customer Service, VA Loans, Microsoft Office, Loan Origination, Mortgage Banking, Residential Mortgages
Education
George Fox University 2008 — 2009
MBIS, Buisness
Tualatin High School 1997 — 2001
General Studies
Cascade Residential Mortgage February 2014 - Present
U.S. Bank March 2013 - March 2014
U.S. Bank July 2012 - March 2013
US Bank March 2008 - March 2013
Edward Jones April 2010 - March 2011
Skills
Wealth Management, Loans, Mortgage Lending, Small Business Lending, Investments, Retirement Planning, Credit, Consumer Lending, Banking, Mutual Funds, Refinance, FHA, Real Estate, Finance, Referrals, Real Estate Transactions, Customer Service, VA Loans, Microsoft Office, Loan Origination, Mortgage Banking, Residential Mortgages
Education
George Fox University 2008 — 2009
MBIS, Buisness
Tualatin High School 1997 — 2001
General Studies
John Carlson, CERTIFIED FINANCIAL PLANNER™ John Carlson, CERTIFIED FINANCIAL PLANNER™'s Edward Jones Experience August 2001 - March 2007
Job Financial Advisor at Redwood Investments, An Independent Firm
Industry Financial Services
Experience
Redwood Investments, An Independent Firm July 2009 - Present
Wachovia Securities Financial Network March 2007 - July 2009
Edward Jones August 2001 - March 2007
Kaiser Associates September 1999 - July 2001
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Securities, Financial Services, Series 63, Asset Management, Finance, Private Equity, Hedge Funds
Education
Georgetown University
Bachelor of Science (BS)
Redwood Investments, An Independent Firm July 2009 - Present
Wachovia Securities Financial Network March 2007 - July 2009
Edward Jones August 2001 - March 2007
Kaiser Associates September 1999 - July 2001
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Securities, Financial Services, Series 63, Asset Management, Finance, Private Equity, Hedge Funds
Education
Georgetown University
Bachelor of Science (BS)
Walter A Bowser II, AAMS®'s Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Edward Jones October 2007 - July 2013
Assurance January 2006 - August 2007
New Orleans Saints May 2005 - October 2005
Phoenix Suns May 2004 - May 2005
Skills
Investments, Sales, Leadership, Retirement Planning, Finance, Public Speaking, Business Development, Training, Sales Process, Financial Analysis, Strategic Planning, Marketing, Series 7, Asset Management
Education
Georgetown University
McDonough School of Business - Marketing
Edward Jones July 2013 - Present
Edward Jones October 2007 - July 2013
Assurance January 2006 - August 2007
New Orleans Saints May 2005 - October 2005
Phoenix Suns May 2004 - May 2005
Skills
Investments, Sales, Leadership, Retirement Planning, Finance, Public Speaking, Business Development, Training, Sales Process, Financial Analysis, Strategic Planning, Marketing, Series 7, Asset Management
Education
Georgetown University
McDonough School of Business - Marketing
Dawna Hart Dawna Hart's Edward Jones Experience May 2006 - March 2010
Job Executive Administrative Assistant
Industry Food & Beverages
Experience
ADW Acosta June 2012 - Present
Anderson Daymon Worldwide June 2011 - Present
Edward Jones May 2006 - March 2010
Christa McAuliffe Elementary January 2004 - June 2006
Morgan Stanley January 1993 - January 2004
Prudential Securities March 1988 - April 1993
Skills
401k, Finance, Trading, Mutual Funds, Fixed Annuities, Stock Taking, Performance Measurement, Tax Advisory, QuickBooks, CRM, Sales, Management, Accounting, Budgets, Marketing, Retail, Customer Service
Education
North Seattle Community College 1988 — 1995
AA, Business Administration
University of Washington 1988 — 1994
attaining, business administration
Gemological Institute of America 1988 — 1991
Gem Identification, Gemology
ADW Acosta June 2012 - Present
Anderson Daymon Worldwide June 2011 - Present
Edward Jones May 2006 - March 2010
Christa McAuliffe Elementary January 2004 - June 2006
Morgan Stanley January 1993 - January 2004
Prudential Securities March 1988 - April 1993
Skills
401k, Finance, Trading, Mutual Funds, Fixed Annuities, Stock Taking, Performance Measurement, Tax Advisory, QuickBooks, CRM, Sales, Management, Accounting, Budgets, Marketing, Retail, Customer Service
Education
North Seattle Community College 1988 — 1995
AA, Business Administration
University of Washington 1988 — 1994
attaining, business administration
Gemological Institute of America 1988 — 1991
Gem Identification, Gemology
Erinn Webb Erinn Webb's Edward Jones Experience May 2008 - November 2009
Job Client Reporting Analyst at Columbia Threadneedle
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Adil Haque's Edward Jones Experience July 2009 - March 2010
Job Registered Operations Associate
Industry Financial Services
Experience
Morgan Stanley May 2012 - December 2014
Edward Jones July 2009 - March 2010
FirstEnergy June 2006 - September 2006
Liberty Mutual June 2005 - September 2005
Skills
Financial Analysis, Equity Trading, Cross-functional Team..., Project Management, Risk Management, Asset Management, Strategic Communications, Presentation Skills, Series 7, Series 63, SAP, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Sapphire
Education
Franklin University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.85
The Ohio State University Fisher College of Business 2003 — 2008
Bachelor’s Degree, Business Economics, Finance, 3.50
Morgan Stanley May 2012 - December 2014
Edward Jones July 2009 - March 2010
FirstEnergy June 2006 - September 2006
Liberty Mutual June 2005 - September 2005
Skills
Financial Analysis, Equity Trading, Cross-functional Team..., Project Management, Risk Management, Asset Management, Strategic Communications, Presentation Skills, Series 7, Series 63, SAP, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Sapphire
Education
Franklin University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.85
The Ohio State University Fisher College of Business 2003 — 2008
Bachelor’s Degree, Business Economics, Finance, 3.50
Bryan Brumley's Edward Jones Experience December 2008 - September 2014
Job Financial Adviser, Portland, Or. at Progressive Asset Management
Industry Investment Management
Experience
Progressive Asset Management Group September 2014 - Present
Edward Jones December 2008 - September 2014
The Associated Press 1977 - 2008
Skills
Personal Finance, News Writing, Storytelling, Journalism, Investments, Editing, Copy Editing, Financial Planners, Wealth, Estate Planning, Strategic Financial..., Editorial, Financial Goals, Investment Advisory, High Net Worth..., AP Style, IRAs, Small Business, Retirement, Asset Allocation, Retirement Planning, Fixed Annuities, Mutual Funds
Education
London Business School 2000 — 2002
Master of Business Administration (M.B.A.), Business
University of Portland 2007 — 2008
Financial Planning
Stanford University 1993 — 1994
Knight Fellow
Georgetown University 1987 — 1989
Master's degree, Russian Area Studies
The University of Texas at Austin 1973 — 1974
BA, History, Russian
Progressive Asset Management Group September 2014 - Present
Edward Jones December 2008 - September 2014
The Associated Press 1977 - 2008
Skills
Personal Finance, News Writing, Storytelling, Journalism, Investments, Editing, Copy Editing, Financial Planners, Wealth, Estate Planning, Strategic Financial..., Editorial, Financial Goals, Investment Advisory, High Net Worth..., AP Style, IRAs, Small Business, Retirement, Asset Allocation, Retirement Planning, Fixed Annuities, Mutual Funds
Education
London Business School 2000 — 2002
Master of Business Administration (M.B.A.), Business
University of Portland 2007 — 2008
Financial Planning
Stanford University 1993 — 1994
Knight Fellow
Georgetown University 1987 — 1989
Master's degree, Russian Area Studies
The University of Texas at Austin 1973 — 1974
BA, History, Russian
William Morelli, MBA, PMP's Edward Jones Experience 2001 - 2002
Job SBIRS Mission Management Training/Operator at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation December 2013 - Present
CRGT, Inc. August 2011 - December 2013
Ciber November 2004 - August 2011
"The Spoils" 2006 - 2011
Edward Jones 2001 - 2002
US Army October 1996 - October 2000
Skills
Testing, Management, Integration, DoD, Security Clearance, Process Improvement, Program Management, Proposal Writing, Security, Business Development, Team Leadership, Change Management, Strategic Planning, Team Building, Project Planning, Systems Engineering, Engineering, Configuration Management, Leadership, Military, Government Contracting, Information Assurance, Defense, Analysis, Requirements Management, PMP, Air Force, Intelligence, Earned Value Management, National Security, Government, Requirements Analysis, Military Operations, Top Secret, Training, Command, Aerospace, Satellite, Space Systems, C4ISR, Project Management, Engineering Management, Microsoft Office, Military Experience, Cross-functional Team...
Education
Regis University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Regis University 2011 — 2012
BBA, Business Administration, Management and Operations, 3.8
Front Range Community College 2007 — 2008
Associate's degree, Business Administration and Management, General, 3.8
Sterling Heights HS 1992 — 1995
Northrop Grumman Corporation December 2013 - Present
CRGT, Inc. August 2011 - December 2013
Ciber November 2004 - August 2011
"The Spoils" 2006 - 2011
Edward Jones 2001 - 2002
US Army October 1996 - October 2000
Skills
Testing, Management, Integration, DoD, Security Clearance, Process Improvement, Program Management, Proposal Writing, Security, Business Development, Team Leadership, Change Management, Strategic Planning, Team Building, Project Planning, Systems Engineering, Engineering, Configuration Management, Leadership, Military, Government Contracting, Information Assurance, Defense, Analysis, Requirements Management, PMP, Air Force, Intelligence, Earned Value Management, National Security, Government, Requirements Analysis, Military Operations, Top Secret, Training, Command, Aerospace, Satellite, Space Systems, C4ISR, Project Management, Engineering Management, Microsoft Office, Military Experience, Cross-functional Team...
Education
Regis University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Regis University 2011 — 2012
BBA, Business Administration, Management and Operations, 3.8
Front Range Community College 2007 — 2008
Associate's degree, Business Administration and Management, General, 3.8
Sterling Heights HS 1992 — 1995
A.B. Puckett's Edward Jones Experience March 2004 - August 2006
Job President at Global Connections
Industry Nonprofit Organization Management
Experience
Global Connections October 2006 - Present
Columbus Brick Company August 2006 - Present
Edward Jones March 2004 - August 2006
Milliken & Company 2003 - 2004
Skills
Nonprofits, Operational Efficiency, Strategic Planning, Investments, Financial Analysis, Fundraising, Public Speaking, Entrepreneurship, Leadership
Education
Furman University 1999 — 2003
Woodberry Forest School 1996 — 1999
Global Connections October 2006 - Present
Columbus Brick Company August 2006 - Present
Edward Jones March 2004 - August 2006
Milliken & Company 2003 - 2004
Skills
Nonprofits, Operational Efficiency, Strategic Planning, Investments, Financial Analysis, Fundraising, Public Speaking, Entrepreneurship, Leadership
Education
Furman University 1999 — 2003
Woodberry Forest School 1996 — 1999
Kari Lowen's Edward Jones Experience January 2009 - February 2012
Job Operations Manager at Seattle Coffee Works
Industry Retail
Experience
Seattle Coffee Works January 2013 - Present
Edward Jones January 2009 - February 2012
Starbucks Coffee February 2007 - December 2008
Starbucks Coffee 1998 - 2007
Skills
Project Management, Inventory Management, Team Building, Customer Service, Training, Strategic Planning, Leadership, Store Management
Education
George Fox University 1991 — 1995
Bachelors of Science, International Studies
Seattle Coffee Works January 2013 - Present
Edward Jones January 2009 - February 2012
Starbucks Coffee February 2007 - December 2008
Starbucks Coffee 1998 - 2007
Skills
Project Management, Inventory Management, Team Building, Customer Service, Training, Strategic Planning, Leadership, Store Management
Education
George Fox University 1991 — 1995
Bachelors of Science, International Studies
David A. Bertaux, AAMS's Edward Jones Experience January 2000 - November 2008
Job Area Leader for AmeriLife
Industry Insurance
Experience
AmeriLife Group LLC April 2015 - Present
Combined Insurance August 2013 - April 2015
Regency Moving & Storage, LLC March 2010 - March 2013
Multivista May 2009 - March 2010
Edward Jones January 2000 - November 2008
Skills
Warehousing, Real Estate, Sales, Residential Homes, Selling, Sellers, Contract Negotiation, Operations Management, Relocation, Negotiation, Sales Management, New Business Development, Team Building, Strategic Planning, Customer Service, Budgets, Account Management, Marketing, Management, Transportation, Inventory Management, Leadership
Education
The Johns Hopkins University 1989 — 1993
Master's, Investment Management
Frostburg State University 1982 — 1986
B.S., Business Administration, Economics
AmeriLife Group LLC April 2015 - Present
Combined Insurance August 2013 - April 2015
Regency Moving & Storage, LLC March 2010 - March 2013
Multivista May 2009 - March 2010
Edward Jones January 2000 - November 2008
Skills
Warehousing, Real Estate, Sales, Residential Homes, Selling, Sellers, Contract Negotiation, Operations Management, Relocation, Negotiation, Sales Management, New Business Development, Team Building, Strategic Planning, Customer Service, Budgets, Account Management, Marketing, Management, Transportation, Inventory Management, Leadership
Education
The Johns Hopkins University 1989 — 1993
Master's, Investment Management
Frostburg State University 1982 — 1986
B.S., Business Administration, Economics
Andy Romero's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2013 - Present
American Red Cross January 2012 - May 2014
Louisiana Philanthropy Consultants LLC June 2010 - December 2011
Tulane University August 2007 - April 2010
Georgetown University December 2001 - July 2007
American Rivers July 2000 - July 2001
National Fish and Wildlife Foundation January 1994 - January 2000
Skills
Strategic Communications, Client Liaison, Manage Client..., Client Relations Skills, Strategic Partnerships, Strategic Planning, Strategic Thinking, Interdepartmental..., Nonprofits, Fundraising, Strategy, Philanthropy, Community Development, Program Management, Grant Writing
Education
Georgetown University 1989 — 1992
B.A., Theology; History
St Thomas More HS
Edward Jones October 2013 - Present
American Red Cross January 2012 - May 2014
Louisiana Philanthropy Consultants LLC June 2010 - December 2011
Tulane University August 2007 - April 2010
Georgetown University December 2001 - July 2007
American Rivers July 2000 - July 2001
National Fish and Wildlife Foundation January 1994 - January 2000
Skills
Strategic Communications, Client Liaison, Manage Client..., Client Relations Skills, Strategic Partnerships, Strategic Planning, Strategic Thinking, Interdepartmental..., Nonprofits, Fundraising, Strategy, Philanthropy, Community Development, Program Management, Grant Writing
Education
Georgetown University 1989 — 1992
B.A., Theology; History
St Thomas More HS
Peter C. Cobourn, MBA's Edward Jones Experience November 2008 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2008 - Present
Honda of America January 1992 - March 2005
Education
Franklin University 2005 — 2008
Edward Jones November 2008 - Present
Honda of America January 1992 - March 2005
Education
Franklin University 2005 — 2008
Wesley Caya's Edward Jones Experience March 2008 - May 2009
Job Associate Technical Specialist at Blue Cross Blue Shield
Industry Information Technology and Services
Experience
Blue Cross Blue Shield May 2009 - Present
Edward Jones March 2008 - May 2009
Cardinal Health 2006 - 2007
Cardinal Health 2006 - 2006
Cardinal Health 2004 - 2006
Cardinal Health 2000 - 2004
Cardinal Health 1994 - 2000
Skills
Process Improvement, Management, Business Analysis, Data Analysis, Healthcare
Education
Gateway Technical College 1988 — 1991
Associate, Aeronautics
Blue Cross Blue Shield May 2009 - Present
Edward Jones March 2008 - May 2009
Cardinal Health 2006 - 2007
Cardinal Health 2006 - 2006
Cardinal Health 2004 - 2006
Cardinal Health 2000 - 2004
Cardinal Health 1994 - 2000
Skills
Process Improvement, Management, Business Analysis, Data Analysis, Healthcare
Education
Gateway Technical College 1988 — 1991
Associate, Aeronautics
Tim Nierste's Edward Jones Experience September 2008 - May 2009
Job Director of Analytics Capital Markets at Stonegate Mortgage Corporation
Industry Financial Services
Experience
Stonegate Mortgage Corporation June 2012 - Present
Stonegate Mortgage Corporation November 2009 - June 2012
Stonegate Mortgage Corporation June 2009 - February 2012
Edward Jones September 2008 - May 2009
Irwin Home Equity May 2007 - September 2008
Irwin Mortgage Corporation May 2002 - May 2007
Irwin Mortgage January 2001 - May 2002
Irwin Mortgage July 1993 - December 2000
Education
Franklin College 1989 — 1993
Computer Science, Mathematics
Frontier High School 1986 — 1989
Stonegate Mortgage Corporation June 2012 - Present
Stonegate Mortgage Corporation November 2009 - June 2012
Stonegate Mortgage Corporation June 2009 - February 2012
Edward Jones September 2008 - May 2009
Irwin Home Equity May 2007 - September 2008
Irwin Mortgage Corporation May 2002 - May 2007
Irwin Mortgage January 2001 - May 2002
Irwin Mortgage July 1993 - December 2000
Education
Franklin College 1989 — 1993
Computer Science, Mathematics
Frontier High School 1986 — 1989
Jim Brodsky's Edward Jones Experience August 1998 - September 2005
Job Financial Advisor at (k)RPG,L.L.C.
Industry Financial Services
Experience
(k)RPG,L.L.C. June 2014 - Present
Coliseum Wealth Management February 2013 - May 2014
Coliseum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc September 2005 - February 2013
Edward Jones August 1998 - September 2005
The Benefits Connection Group, Inc. 1997 - July 1998
Insurance Company-Supported Organizations 1990 - 1996
American Insurance Association 1975 - 1990
Dime Savings Bank January 1972 - January 1975
US Army January 1969 - January 1971
Skills
Finance, Series 63, Securities, Fixed Annuities, Insurance, Financial Modeling, Financial Analysis, Separately Managed..., Analysis, Leadership, Financial Reporting, Public Speaking, Retirement Planning
Education
New York University School of Law 1967 — 1972
JD
Franklin & Marshall College 1964 — 1967
AB, Government
(k)RPG,L.L.C. June 2014 - Present
Coliseum Wealth Management February 2013 - May 2014
Coliseum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc September 2005 - February 2013
Edward Jones August 1998 - September 2005
The Benefits Connection Group, Inc. 1997 - July 1998
Insurance Company-Supported Organizations 1990 - 1996
American Insurance Association 1975 - 1990
Dime Savings Bank January 1972 - January 1975
US Army January 1969 - January 1971
Skills
Finance, Series 63, Securities, Fixed Annuities, Insurance, Financial Modeling, Financial Analysis, Separately Managed..., Analysis, Leadership, Financial Reporting, Public Speaking, Retirement Planning
Education
New York University School of Law 1967 — 1972
JD
Franklin & Marshall College 1964 — 1967
AB, Government
Matt McKinney's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
401k, Customer Service, Estate Planning, Event Planning, Finance, Fixed Annuities, IRAs, Investment Advisory, Investments, Marketing, Mutual Funds, Personal Financial..., Public Speaking, Retirement, Retirement Planning, Saving for Education, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
Georgia College and State University 1994 — 1999
Edward Jones
Skills
401k, Customer Service, Estate Planning, Event Planning, Finance, Fixed Annuities, IRAs, Investment Advisory, Investments, Marketing, Mutual Funds, Personal Financial..., Public Speaking, Retirement, Retirement Planning, Saving for Education, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
Georgia College and State University 1994 — 1999
Bill Vance, MSFS, ChFC®'s Edward Jones Experience January 2008 - December 2008
Job Manager, Internal Sales & Svc at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2013 - Present
Nationwide Financial March 2010 - June 2013
Thrivent Financial for Lutherans December 2008 - February 2010
Edward Jones January 2008 - December 2008
Delphi Automotive February 2000 - December 2007
Skills
Series 26, Series 7, Retirement Planning, Operational Excellence, Finance, Process Improvement, Mutual Funds, Six Sigma, Industrial Engineering, Retirement, Continuous Improvement, ISO, Lean Manufacturing, FMEA, 401k, Financial Planning, Process Engineering, Sales, FINRA, Leadership, Series 63, Series 6
Education
The American College 2013 — 2015
Master of Science (M.S.), Financial Planning and Services
Franklin University 2005 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
The American College
ChFC®, Finance and Financial Management Services
Nationwide Financial July 2013 - Present
Nationwide Financial March 2010 - June 2013
Thrivent Financial for Lutherans December 2008 - February 2010
Edward Jones January 2008 - December 2008
Delphi Automotive February 2000 - December 2007
Skills
Series 26, Series 7, Retirement Planning, Operational Excellence, Finance, Process Improvement, Mutual Funds, Six Sigma, Industrial Engineering, Retirement, Continuous Improvement, ISO, Lean Manufacturing, FMEA, 401k, Financial Planning, Process Engineering, Sales, FINRA, Leadership, Series 63, Series 6
Education
The American College 2013 — 2015
Master of Science (M.S.), Financial Planning and Services
Franklin University 2005 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
The American College
ChFC®, Finance and Financial Management Services
Jeff Woodfork's Edward Jones Experience March 2008 - October 2008
Job Financial Copywriter
Industry Financial Services
Experience
Freelance Financial AdvisorAmeriprise Financial AdvisorsDecember 2008 - January 2009
Edward Jones March 2008 - October 2008
Pinnacle Partners in Medicine August 2007 - March 2008
Skills
Project Management, Customer Service, Financial Advisory, Management, Leadership, Team Building, Marketing Strategy, Strategic Planning
Education
Full Sail University 2011 — 2015
Full Sail University 2011 — 2014
Freelance Financial AdvisorAmeriprise Financial AdvisorsDecember 2008 - January 2009
Edward Jones March 2008 - October 2008
Pinnacle Partners in Medicine August 2007 - March 2008
Skills
Project Management, Customer Service, Financial Advisory, Management, Leadership, Team Building, Marketing Strategy, Strategic Planning
Education
Full Sail University 2011 — 2015
Full Sail University 2011 — 2014
Darden Moore's Edward Jones Experience OwnerMoore & AssociatesJanuary 1992 - December 2005
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones OwnerMoore & AssociatesJanuary 1992 - December 2005
Stowe Woodward Co/Mt Hope Machinery Co August 1976 - December 1992
Education
Georgia College and State University 1967 — 1969
BBA, Management & Economics
Georgia Military College 1959 — 1967
Assoc. Arts
Edward Jones OwnerMoore & AssociatesJanuary 1992 - December 2005
Stowe Woodward Co/Mt Hope Machinery Co August 1976 - December 1992
Education
Georgia College and State University 1967 — 1969
BBA, Management & Economics
Georgia Military College 1959 — 1967
Assoc. Arts
Harvey Helman's Edward Jones Experience March 2002 - February 2003
Job Real Estate Broker at Harvey Homes
Industry Real Estate
Experience
Harvey Homes June 2015 - Present
Exit Real Estate Solutions November 2011 - June 2015
The Investment Doc March 2003 - August 2012
Edward Jones March 2002 - February 2003
REAL TUF Sports January 1996 - December 2002
Skills
Real Estate, Residential Homes, Renovation, Sales, Single Family Homes, Investment Properties, REO, Investments, Finance, Marketing, Retirement Planning
Education
Georgia Institute of Technology 1966 — 1970
BSIE, Industrial Engineer
University of South Carolina - Darla Moore School of Business
MBA, Business Administration
Harvey Homes June 2015 - Present
Exit Real Estate Solutions November 2011 - June 2015
The Investment Doc March 2003 - August 2012
Edward Jones March 2002 - February 2003
REAL TUF Sports January 1996 - December 2002
Skills
Real Estate, Residential Homes, Renovation, Sales, Single Family Homes, Investment Properties, REO, Investments, Finance, Marketing, Retirement Planning
Education
Georgia Institute of Technology 1966 — 1970
BSIE, Industrial Engineer
University of South Carolina - Darla Moore School of Business
MBA, Business Administration
Lee A. Spain's Edward Jones Experience May 2000 - August 2003
Job Solution Data Architect at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2015 - Present
Global Payments November 2011 - July 2015
Citizens Property Insurance October 2009 - November 2011
Innovative Employee Solutions March 2009 - May 2009
The Coca-Cola Company July 2005 - December 2008
Computer Sciences Corporation September 2004 - July 2005
The Home Depot August 2003 - September 2004
Edward Jones May 2000 - August 2003
SRA International August 1999 - May 2000
American Management Systems (AMS) July 1998 - August 1999
Skills
Data Modeling, Enterprise Architecture, Data Governance, SDLC, Master Data Management, Erwin, Architecture, Software Development, SOA, Process Modeling, Business Process..., Data Quality, Business Analysis, Architectures, Databases, Enterprise Software, Logical Data Modeling, ITIL, PMO, BPWin, Master Data, ARIS, Metadata, Data Mapping, Data Management, Data Stewardship, IDEF0, IDEF, Data Dictionary, Agile Methodologies, Agile & Waterfall..., DoDAF, Metadata Management, Reference Data, IBM Rational System..., PowerDesigner, Data Strategies, Scrum, Agile Modeling, Government, Federal Government, State Government, Technical Writing, Property & Casualty..., Netezza, Aginity for Netezza, SQL
Education
George Mason University 1990 — 1995
MPA, Public Administration
University of Florida 1985 — 1989
B.A., English
Ernst & Young July 2015 - Present
Global Payments November 2011 - July 2015
Citizens Property Insurance October 2009 - November 2011
Innovative Employee Solutions March 2009 - May 2009
The Coca-Cola Company July 2005 - December 2008
Computer Sciences Corporation September 2004 - July 2005
The Home Depot August 2003 - September 2004
Edward Jones May 2000 - August 2003
SRA International August 1999 - May 2000
American Management Systems (AMS) July 1998 - August 1999
Skills
Data Modeling, Enterprise Architecture, Data Governance, SDLC, Master Data Management, Erwin, Architecture, Software Development, SOA, Process Modeling, Business Process..., Data Quality, Business Analysis, Architectures, Databases, Enterprise Software, Logical Data Modeling, ITIL, PMO, BPWin, Master Data, ARIS, Metadata, Data Mapping, Data Management, Data Stewardship, IDEF0, IDEF, Data Dictionary, Agile Methodologies, Agile & Waterfall..., DoDAF, Metadata Management, Reference Data, IBM Rational System..., PowerDesigner, Data Strategies, Scrum, Agile Modeling, Government, Federal Government, State Government, Technical Writing, Property & Casualty..., Netezza, Aginity for Netezza, SQL
Education
George Mason University 1990 — 1995
MPA, Public Administration
University of Florida 1985 — 1989
B.A., English
Calleigh Fletcher's Edward Jones Experience October 2005 - February 2006
Job Independent Insurance Agent
Industry Financial Services
Experience
Highland Capital Brokerage February 2012 - June 2012
SunTrust Investment Services April 2008 - January 2012
SunTrust Investment Services March 2007 - April 2008
Chevy Chase Financial Services 2006 - 2007
Edward Jones October 2005 - February 2006
Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management
Education
Georgia College and State University 2000 — 2005
BBA, Economics
Highland Capital Brokerage February 2012 - June 2012
SunTrust Investment Services April 2008 - January 2012
SunTrust Investment Services March 2007 - April 2008
Chevy Chase Financial Services 2006 - 2007
Edward Jones October 2005 - February 2006
Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management
Education
Georgia College and State University 2000 — 2005
BBA, Economics
Jesse Rowlett's Edward Jones Experience October 2012 - October 2013
Job Director of Finance at Forensiq, LLC
Industry Staffing and Recruiting
Experience
Forensiq July 2015 - Present
Robert Half Finance & Accounting July 2014 - July 2015
Edward Jones October 2012 - October 2013
Vector Security September 2011 - October 2012
Vector Security January 2004 - September 2011
Skills
Accounting, Customer Service, Leadership, Management, Alarm Systems, Operations Management, Physical Security, Access Control, Security Management, Risk Assessment, Security, Loss Prevention, Team Leadership, Supervisory Skills, Customer Satisfaction, Fire Protection, CCTV, Troubleshooting, Surveillance, Account Management, Security+, Inventory Management, Team Building, Budgets, Microsoft Office, Training, Microsoft Excel, Fire Alarm
Education
George Mason University 2008 — 2011
B.S., Finance
Northern Virginia Community College 2002 — 2008
A.S, Business Administration
NICET
Fire Alarm Systems Level 2
STAM Multimedia Inc.
Fiber Optic Technology and CCTV Digital Video Certifications
Forensiq July 2015 - Present
Robert Half Finance & Accounting July 2014 - July 2015
Edward Jones October 2012 - October 2013
Vector Security September 2011 - October 2012
Vector Security January 2004 - September 2011
Skills
Accounting, Customer Service, Leadership, Management, Alarm Systems, Operations Management, Physical Security, Access Control, Security Management, Risk Assessment, Security, Loss Prevention, Team Leadership, Supervisory Skills, Customer Satisfaction, Fire Protection, CCTV, Troubleshooting, Surveillance, Account Management, Security+, Inventory Management, Team Building, Budgets, Microsoft Office, Training, Microsoft Excel, Fire Alarm
Education
George Mason University 2008 — 2011
B.S., Finance
Northern Virginia Community College 2002 — 2008
A.S, Business Administration
NICET
Fire Alarm Systems Level 2
STAM Multimedia Inc.
Fiber Optic Technology and CCTV Digital Video Certifications
Juan D. Martinez, MBA's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Nationstar Mortgage July 2013 - November 2014
JPMorgan Chase July 2010 - July 2013
WD Partners October 2005 - October 2008
Jester Jones Schifer Architects Ltd. September 2004 - October 2005
PAYC February 1999 - February 2001
Skills
Project Management, Project Planning, Portfolio Management, Analysis, Architectural Design, AutoCAD, Construction Drawings, Private Investment, Mortgage Servicing, Time Management, Finance, Financial Analysis, Management, Problem Solving, Retirement Planning, Personal Finance, College Funding..., Financial Advisory, Strategic Planning, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, 401k, Fixed Annuities, Variable Annuities, Bonds, IRAs, Roth IRA, Investments, Stocks, Small Business, Life Insurance, Retirement Income...
Education
Franklin University 2009 — 2011
Master of Business Administration (MBA)
Universidad Santo Tomás 1993 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General and Architectural Design
Edward Jones December 2014 - Present
Nationstar Mortgage July 2013 - November 2014
JPMorgan Chase July 2010 - July 2013
WD Partners October 2005 - October 2008
Jester Jones Schifer Architects Ltd. September 2004 - October 2005
PAYC February 1999 - February 2001
Skills
Project Management, Project Planning, Portfolio Management, Analysis, Architectural Design, AutoCAD, Construction Drawings, Private Investment, Mortgage Servicing, Time Management, Finance, Financial Analysis, Management, Problem Solving, Retirement Planning, Personal Finance, College Funding..., Financial Advisory, Strategic Planning, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, 401k, Fixed Annuities, Variable Annuities, Bonds, IRAs, Roth IRA, Investments, Stocks, Small Business, Life Insurance, Retirement Income...
Education
Franklin University 2009 — 2011
Master of Business Administration (MBA)
Universidad Santo Tomás 1993 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General and Architectural Design
Mac Flanders's Edward Jones Experience April 2000 - April 2002
Job PMP
Industry Military
Experience
US Army June 2009 - Present
US Army September 2002 - Present
U.S. Department of State/ US Army February 2008 - November 2008
Flanders Financial Services February 2005 - October 2008
All Capital Insurance and Investment Services April 2002 - September 2002
Edward Jones April 2000 - April 2002
Skills
Risk Management, Process Improvement, Project Management, Program Management, Investments, Government, Analysis, Policy Analysis, Six Sigma, Team Leadership, Business Development, Economics, Data Analysis, Budgets, Training, Emergency Management, DoD, Military
Education
George Mason University 2010 — 2012
Masters, Public Policy
Portland State University 1995 — 1999
BS, Economics and Political Science
US Army June 2009 - Present
US Army September 2002 - Present
U.S. Department of State/ US Army February 2008 - November 2008
Flanders Financial Services February 2005 - October 2008
All Capital Insurance and Investment Services April 2002 - September 2002
Edward Jones April 2000 - April 2002
Skills
Risk Management, Process Improvement, Project Management, Program Management, Investments, Government, Analysis, Policy Analysis, Six Sigma, Team Leadership, Business Development, Economics, Data Analysis, Budgets, Training, Emergency Management, DoD, Military
Education
George Mason University 2010 — 2012
Masters, Public Policy
Portland State University 1995 — 1999
BS, Economics and Political Science
Ed Waldrop's Edward Jones Experience January 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Edward Jones November 2014 - Present
Huntington National Bank June 2012 - Present
Huntington Bank Easton Market February 2009 - June 2012
Contract Sweepers and Equipment Company 1985 - 1994
Skills
Sales, Management, Insurance, Wealth, Microsoft Excel, Leadership, Microsoft Office, Vendor Management, Finance, Investments
Education
Franklin University 1985 — 1989
Bachelor of Science Applied Communications
Edward Jones January 2015 - Present
Edward Jones November 2014 - Present
Huntington National Bank June 2012 - Present
Huntington Bank Easton Market February 2009 - June 2012
Contract Sweepers and Equipment Company 1985 - 1994
Skills
Sales, Management, Insurance, Wealth, Microsoft Excel, Leadership, Microsoft Office, Vendor Management, Finance, Investments
Education
Franklin University 1985 — 1989
Bachelor of Science Applied Communications
Beth Anne Clayton's Edward Jones Experience January 2010 - May 2010
Job Assistant and Marketing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Edward Jones January 2010 - May 2010
Amerprise Financial August 2007 - January 2010
Freed-Hardeman University June 2002 - May 2006
Skills
Event Planning, Public Speaking, Customer Service, Insurance, Strategic Planning, Marketing Strategy, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Fundraising, Marketing Communications, Social Media Marketing, PowerPoint, Leadership Development, Microsoft Word
Education
Freed-Hardeman University 2000 — 2002
Master, Education
Freed-Hardeman University 1996 — 2000
BS, Marketing
Ameriprise Financial August 2010 - Present
Edward Jones January 2010 - May 2010
Amerprise Financial August 2007 - January 2010
Freed-Hardeman University June 2002 - May 2006
Skills
Event Planning, Public Speaking, Customer Service, Insurance, Strategic Planning, Marketing Strategy, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Fundraising, Marketing Communications, Social Media Marketing, PowerPoint, Leadership Development, Microsoft Word
Education
Freed-Hardeman University 2000 — 2002
Master, Education
Freed-Hardeman University 1996 — 2000
BS, Marketing
Brad Rumple's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Skills
AAMS, Retirement Planning, Estate Planning, Series 7, Uniform Combined State..., Fixed Annuities, IRAs, Series 63, Mutual Funds, Retirement, 401k Rollovers, Financial Analysis, Wealth Management, Asset Management, 401k, Investment Strategies, Investment Advisory, Long Term Care Insurance, Insurance, Variable Annuities, Portfolio Management, 529 Plans, Financial Advisory, Securities, ETFs, Investments, Strategic Financial..., FINRA, Wealth Accumulation, Asset Allocation, Alternative Investments, Bonds, College Savings Plans, Disability Insurance, Financial Planners, High Net Worth..., Investment Advisory..., Investment Management, Life Insurance, Pensions, Personal Financial..., Saving for Education, Series 6, Series 24, Wealth, Wealth Management...
Education
Franklin College 1996 — 2000
Bachelor's degree, American History (United States)
Edward Jones June 2006 - Present
Skills
AAMS, Retirement Planning, Estate Planning, Series 7, Uniform Combined State..., Fixed Annuities, IRAs, Series 63, Mutual Funds, Retirement, 401k Rollovers, Financial Analysis, Wealth Management, Asset Management, 401k, Investment Strategies, Investment Advisory, Long Term Care Insurance, Insurance, Variable Annuities, Portfolio Management, 529 Plans, Financial Advisory, Securities, ETFs, Investments, Strategic Financial..., FINRA, Wealth Accumulation, Asset Allocation, Alternative Investments, Bonds, College Savings Plans, Disability Insurance, Financial Planners, High Net Worth..., Investment Advisory..., Investment Management, Life Insurance, Pensions, Personal Financial..., Saving for Education, Series 6, Series 24, Wealth, Wealth Management...
Education
Franklin College 1996 — 2000
Bachelor's degree, American History (United States)
JT Mlinarcik's Edward Jones Experience September 2000 - April 2002
Job JTM Mediation
Industry Legal Services
Experience
JTM Mediation May 2015 - Present
Catch the Fire USA February 2014 - Present
Young Moore and Henderson, PA May 2013 - January 2014
Walker, Allen, Grice, Ammons, & Foy, L.L.P March 2011 - May 2013
Manning Fulton & Skinner, P.A. August 2006 - March 2011
PCS-Global April 2002 - August 2003
Edward Jones September 2000 - April 2002
Skills
Civil Litigation, Litigation, Medical Malpractice, Mediation, Trial Practice, Commercial Litigation, Courts, Arbitration, Trials, Public Speaking, Personal Injury, Training, Legal Advice
Education
Regent University School of Law 2003 — 2006
J.D.
Queens University of Charlotte 1998 — 2000
MBA
Furman University 1994 — 1998
B.A., Communications
JTM Mediation May 2015 - Present
Catch the Fire USA February 2014 - Present
Young Moore and Henderson, PA May 2013 - January 2014
Walker, Allen, Grice, Ammons, & Foy, L.L.P March 2011 - May 2013
Manning Fulton & Skinner, P.A. August 2006 - March 2011
PCS-Global April 2002 - August 2003
Edward Jones September 2000 - April 2002
Skills
Civil Litigation, Litigation, Medical Malpractice, Mediation, Trial Practice, Commercial Litigation, Courts, Arbitration, Trials, Public Speaking, Personal Injury, Training, Legal Advice
Education
Regent University School of Law 2003 — 2006
J.D.
Queens University of Charlotte 1998 — 2000
MBA
Furman University 1994 — 1998
B.A., Communications
Onika Rodriguez's Edward Jones Experience April 2004 - April 2008
Job Employee at KSLS
Industry Legal Services
Experience
USD 259 August 2009 - Present
Edward Jones April 2004 - April 2008
Education
Friends University 2005 — 2008
Human Resources Management
USD 259 August 2009 - Present
Edward Jones April 2004 - April 2008
Education
Friends University 2005 — 2008
Human Resources Management
Sherri KnowlesDavis's Edward Jones Experience January 2001 - August 2001
Job Process Engineer
Industry Chemicals
Experience
First Baptist Christian Academy August 2015 - Present
Shooting Stars School September 2002 - May 2015
Sylvan Learning Center January 2013 - May 2013
Edward Jones January 2001 - August 2001
UOP March 1990 - April 1993
Georgia-Pacific LLC March 1988 - March 1990
International Paper August 1986 - March 1988
International Paper September 1982 - August 1986
Skills
Microsoft Office, Process Improvement, Chemical Engineering, Process Optimization, Polymers, Mathematica, Nonprofits, Process Engineering, Customer Service, Manufacturing, Engineering, Data Analysis, Optimization, Root Cause Analysis, Continuous Improvement, Lean Manufacturing, Petrochemical, Petroleum, Public Speaking, Six Sigma
Education
Louisiana Tech University 1989 — 1992
MBA Finance, Finance
Georgia Institute of Technology 1978 — 1982
Bachelor of Chemical Engineering, Chemical Engineering
McNeese State University
First Baptist Christian Academy August 2015 - Present
Shooting Stars School September 2002 - May 2015
Sylvan Learning Center January 2013 - May 2013
Edward Jones January 2001 - August 2001
UOP March 1990 - April 1993
Georgia-Pacific LLC March 1988 - March 1990
International Paper August 1986 - March 1988
International Paper September 1982 - August 1986
Skills
Microsoft Office, Process Improvement, Chemical Engineering, Process Optimization, Polymers, Mathematica, Nonprofits, Process Engineering, Customer Service, Manufacturing, Engineering, Data Analysis, Optimization, Root Cause Analysis, Continuous Improvement, Lean Manufacturing, Petrochemical, Petroleum, Public Speaking, Six Sigma
Education
Louisiana Tech University 1989 — 1992
MBA Finance, Finance
Georgia Institute of Technology 1978 — 1982
Bachelor of Chemical Engineering, Chemical Engineering
McNeese State University
J. Winston Hamilton, J.D. L'95/98's Edward Jones Experience June 1991 - May 1998
Job Founder/President,Legal Angel Foundation, Inc.
Industry Nonprofit Organization Management
Experience
Legal Angel Foundation, Inc. January 2005 - Present
Merrill Lynch May 1998 - June 1999
Edward Jones June 1991 - May 1998
Thomson-McKinnon, Inc. October 1988 - June 1991
Brooks Fashions, Inc. June 1985 - October 1988
Estee Lauder October 1976 - June 1978
Skills
Fundraising, Finance, Sales, Community Outreach, Social Media, Nonprofits
Education
Georgetown University Law Center 1991 — 1998
Juris Doctorate, Law
Rollins College 1987 — 1991
BS, Psychology
Legal Angel Foundation, Inc. January 2005 - Present
Merrill Lynch May 1998 - June 1999
Edward Jones June 1991 - May 1998
Thomson-McKinnon, Inc. October 1988 - June 1991
Brooks Fashions, Inc. June 1985 - October 1988
Estee Lauder October 1976 - June 1978
Skills
Fundraising, Finance, Sales, Community Outreach, Social Media, Nonprofits
Education
Georgetown University Law Center 1991 — 1998
Juris Doctorate, Law
Rollins College 1987 — 1991
BS, Psychology
Matt Keener's Edward Jones Experience November 2011 - June 2014
Job
Industry Airlines/Aviation
Experience
Arvest Asset Management 2014 - September 2015
Edward Jones November 2011 - June 2014
Watershed Committee of the Ozarks January 2004 - October 2011
Missouri Department of Conservation 2003 - 2004
Missouri Department of Conservation April 2003 - December 2003
Skills
Nonprofits, Non-profits, Project Management, Fundraising, Leadership, Community Outreach, Sustainability, Strategic Planning, Management, Public Speaking, Environmental Compliance, Research, Environmental Awareness, Team Leadership, Human Resources, Grant Writing, Volunteer Management, Event Planning, Project Planning, Public Relations, Microsoft Office, Non-profit..., Customer Service, Budgets, Financial Advisory, Strategic Financial..., Aviation, General Aviation
Education
Missouri State University 2001 — 2003
M.S., Biology
Freed-Hardeman University 1997 — 2001
B.S.; M.S., Biology; Ministry
Arvest Asset Management 2014 - September 2015
Edward Jones November 2011 - June 2014
Watershed Committee of the Ozarks January 2004 - October 2011
Missouri Department of Conservation 2003 - 2004
Missouri Department of Conservation April 2003 - December 2003
Skills
Nonprofits, Non-profits, Project Management, Fundraising, Leadership, Community Outreach, Sustainability, Strategic Planning, Management, Public Speaking, Environmental Compliance, Research, Environmental Awareness, Team Leadership, Human Resources, Grant Writing, Volunteer Management, Event Planning, Project Planning, Public Relations, Microsoft Office, Non-profit..., Customer Service, Budgets, Financial Advisory, Strategic Financial..., Aviation, General Aviation
Education
Missouri State University 2001 — 2003
M.S., Biology
Freed-Hardeman University 1997 — 2001
B.S.; M.S., Biology; Ministry
Leslie Williamson CFP®, CRC®, MBA's Edward Jones Experience September 2005 - April 2007
Job Sr. Product Consultant at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo Advisors, September 2011 - March 2013
Fifth Third Securities May 2009 - September 2011
FR Owen & Associates May 2007 - May 2009
Edward Jones September 2005 - April 2007
Skills
Investments, Series 7, Retirement, Retirement Planning, Series 63, Life Insurance, Wealth Management, Finance, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Uniform Combined State..., Financial Analysis, Estate Planning, Financial Services, Series 66, Certified Retirement...
Education
Gardner-Webb University 2004 — 2006
Master of Business Administration
University of North Carolina at Charlotte 2001 — 2004
B.S.B.A, Marketing
MetLife February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo Advisors, September 2011 - March 2013
Fifth Third Securities May 2009 - September 2011
FR Owen & Associates May 2007 - May 2009
Edward Jones September 2005 - April 2007
Skills
Investments, Series 7, Retirement, Retirement Planning, Series 63, Life Insurance, Wealth Management, Finance, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Uniform Combined State..., Financial Analysis, Estate Planning, Financial Services, Series 66, Certified Retirement...
Education
Gardner-Webb University 2004 — 2006
Master of Business Administration
University of North Carolina at Charlotte 2001 — 2004
B.S.B.A, Marketing
Josh DeArmitt, CFP®'s Edward Jones Experience June 2000 - September 2006
Job Owner/Financial Consultant at DeArmitt Financial Group, LLC
Industry Financial Services
Experience
City of Franklin, IN Economic Development Commission August 2014 - Present
DeArmitt Financial Group, LLC September 2006 - Present
Edward Jones June 2000 - September 2006
Education
Franklin College 1994 — 1998
BA, Economics, Finance, Business
City of Franklin, IN Economic Development Commission August 2014 - Present
DeArmitt Financial Group, LLC September 2006 - Present
Edward Jones June 2000 - September 2006
Education
Franklin College 1994 — 1998
BA, Economics, Finance, Business
Brad May's Edward Jones Experience June 2007 - Present
Job FA at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Four Seasons Financial Partners January 2006 - May 2007
Education
Georgia College and State University 2000 — 2002
BBA Marketing, Business
Edward Jones June 2007 - Present
Four Seasons Financial Partners January 2006 - May 2007
Education
Georgia College and State University 2000 — 2002
BBA Marketing, Business
Todd Randall Hansen, CRPC, AAMS's Edward Jones Experience April 1999 - July 2015
Job Vice President of Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Edward Jones April 1999 - July 2015
Great Lakes Games 1994 - 1999
Skills
Chartered Retirement..., Accredited Asset..., Marketing, Investments, Finance, Public Speaking, Leadership, Financial Advisory, Customer Service, Team Building, Event Planning, Retirement
Education
George Mason University School of Law 1989 — 1993
JD, Law
American University 1986 — 1988
Master of Public Administration (MPA), Political Science and Government
American University 1983 — 1986
Bachelor's degree, Political Science and Government
Raymond James Financial, Inc. August 2015 - Present
Edward Jones April 1999 - July 2015
Great Lakes Games 1994 - 1999
Skills
Chartered Retirement..., Accredited Asset..., Marketing, Investments, Finance, Public Speaking, Leadership, Financial Advisory, Customer Service, Team Building, Event Planning, Retirement
Education
George Mason University School of Law 1989 — 1993
JD, Law
American University 1986 — 1988
Master of Public Administration (MPA), Political Science and Government
American University 1983 — 1986
Bachelor's degree, Political Science and Government
Brad May's Edward Jones Experience June 2007 - Present
Job Financial Advisor AAMS
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Four Seasons Financial Partners, Inc. March 2006 - May 2007
US Army Reserve March 1998 - March 2006
Columbus Community Services September 2003 - October 2004
Education
Georgia College and State University 2000 — 2002
BBA, marketing
Brentwood 1984 — 1997
Edward Jones June 2007 - Present
Four Seasons Financial Partners, Inc. March 2006 - May 2007
US Army Reserve March 1998 - March 2006
Columbus Community Services September 2003 - October 2004
Education
Georgia College and State University 2000 — 2002
BBA, marketing
Brentwood 1984 — 1997
Thomas Marsh, CTC's Edward Jones Experience December 2009 - 2010
Job Entrepreneur and Innovative Sales Manager
Industry Internet
Experience
Open Range Communications 2011 - 2011
Edward Jones December 2009 - 2010
International Profit Associates 2006 - 2007
North Coast Travel 1985 - 2006
Education
Gannon University 1980 — 1983
Business Administration
Penn State Behrend
Marketing
Open Range Communications 2011 - 2011
Edward Jones December 2009 - 2010
International Profit Associates 2006 - 2007
North Coast Travel 1985 - 2006
Education
Gannon University 1980 — 1983
Business Administration
Penn State Behrend
Marketing
Nick Banks's Edward Jones Experience March 2008 - March 2010
Job Healthcare Sales Professional
Industry Hospital & Health Care
Experience
Eastside Medical Center November 2014 - Present
Benton House of Johns Creek June 2012 - January 2014
Compassionate Care Hospice April 2011 - June 2012
Altus Healthcare and Hospice Inc. August 2010 - April 2011
Edward Jones March 2008 - March 2010
Idle Hour Country Club September 2006 - February 2008
The Ritz-Carlton Hotel Company LLC April 2003 - November 2006
Skills
New Business Development, Marketing Strategy, Customer Retention, Customer Service, Marketing, Sales Operations, Sales Process, Sales Management, Public Speaking, Healthcare, Email Marketing, Marketing Communications, Leadership, Team Building, Sales, Teamwork, Strategic Planning, Healthcare Management, Management
Education
Middle Georgia State University 2006 — 2009
B.S. in Business Administration and Information Technology, Management
Georgia College and State University
Eastside Medical Center November 2014 - Present
Benton House of Johns Creek June 2012 - January 2014
Compassionate Care Hospice April 2011 - June 2012
Altus Healthcare and Hospice Inc. August 2010 - April 2011
Edward Jones March 2008 - March 2010
Idle Hour Country Club September 2006 - February 2008
The Ritz-Carlton Hotel Company LLC April 2003 - November 2006
Skills
New Business Development, Marketing Strategy, Customer Retention, Customer Service, Marketing, Sales Operations, Sales Process, Sales Management, Public Speaking, Healthcare, Email Marketing, Marketing Communications, Leadership, Team Building, Sales, Teamwork, Strategic Planning, Healthcare Management, Management
Education
Middle Georgia State University 2006 — 2009
B.S. in Business Administration and Information Technology, Management
Georgia College and State University
Dan Waugh's Edward Jones Experience June 2006 - November 2007
Job Engineer at NextEra Energy Resources
Industry Utilities
Experience
NextEra Energy, Inc. May 2015 - Present
NextEra Energy Resources December 2007 - April 2015
Edward Jones June 2006 - November 2007
Skills
Wind, Solar, Renewable Energy, Power Generation, Wind Energy, Power Plants, Engineering, Six Sigma, Process Improvement, Project Management
Education
Georgia Institute of Technology 2001 — 2006
BS, Mechanical Engineering
NextEra Energy, Inc. May 2015 - Present
NextEra Energy Resources December 2007 - April 2015
Edward Jones June 2006 - November 2007
Skills
Wind, Solar, Renewable Energy, Power Generation, Wind Energy, Power Plants, Engineering, Six Sigma, Process Improvement, Project Management
Education
Georgia Institute of Technology 2001 — 2006
BS, Mechanical Engineering
Brandy Oglesby's Edward Jones Experience 2003 - 2004
Job Sr Global Compensation & Benefits Analyst at FEI Company
Industry Nanotechnology
Experience
FEI Company 2014 - Present
Pacific University 2013 - 2014
Swallowtail School 2013 - 2013
Oglesby Consulting 2006 - 2013
Wine Shop at Home 2007 - 2010
US Bank 2004 - 2005
Edward Jones 2003 - 2004
Verizon 1998 - 2003
Sedgwick Noble Lowndes 1997 - 1998
Skills
Management, Leadership, Human Resources, Project Management, Sales, Process Improvement, Customer Service, Team Leadership, Team Building, Training, Strategic Planning, Competitive Analysis, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Compensation Strategies, Compensation Structures, Job Descriptions, Market Analysis, Financial Reporting, PowerPoint, Budgets, Nonprofits, Marketing
Education
George Fox University 2001 — 2003
Masters, Business Administration
Willamette University 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glencoe High School
FEI Company 2014 - Present
Pacific University 2013 - 2014
Swallowtail School 2013 - 2013
Oglesby Consulting 2006 - 2013
Wine Shop at Home 2007 - 2010
US Bank 2004 - 2005
Edward Jones 2003 - 2004
Verizon 1998 - 2003
Sedgwick Noble Lowndes 1997 - 1998
Skills
Management, Leadership, Human Resources, Project Management, Sales, Process Improvement, Customer Service, Team Leadership, Team Building, Training, Strategic Planning, Competitive Analysis, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Compensation Strategies, Compensation Structures, Job Descriptions, Market Analysis, Financial Reporting, PowerPoint, Budgets, Nonprofits, Marketing
Education
George Fox University 2001 — 2003
Masters, Business Administration
Willamette University 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glencoe High School
Brendan McEwan's Edward Jones Experience August 2011 - February 2012
Job Financial Advisor at Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management April 2015 - Present
HHG & Company, LLC. June 2011 - April 2015
Putnam Equities February 2012 - June 2012
Edward Jones August 2011 - February 2012
Georgetown University Alumni & Student Federal Credit Union January 2007 - May 2010
Reformation Group June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BS, Finance, Management
New Canaan High School 2002 — 2006
Altfest Personal Wealth Management April 2015 - Present
HHG & Company, LLC. June 2011 - April 2015
Putnam Equities February 2012 - June 2012
Edward Jones August 2011 - February 2012
Georgetown University Alumni & Student Federal Credit Union January 2007 - May 2010
Reformation Group June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BS, Finance, Management
New Canaan High School 2002 — 2006
Abdullah Ghori, CFP®'s Edward Jones Experience 2003 - 2005
Job RBC Dominion Securities
Industry Banking
Experience
RBC May 2013 - Present
First Asset 2012 - April 2013
National Bank of Canada 2008 - 2011
Altamira Investment Services 2005 - 2008
Edward Jones 2003 - 2005
Skills
CRM, Strategy, New Business Development, Business Development, Sales, Investments
Education
University of Leeds 1994 — 1997
BA Hons in Business Management, Business/Managerial Economics
George Brown College
RBC May 2013 - Present
First Asset 2012 - April 2013
National Bank of Canada 2008 - 2011
Altamira Investment Services 2005 - 2008
Edward Jones 2003 - 2005
Skills
CRM, Strategy, New Business Development, Business Development, Sales, Investments
Education
University of Leeds 1994 — 1997
BA Hons in Business Management, Business/Managerial Economics
George Brown College
Kemble Teague's Edward Jones Experience July 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Avego Healthcare Capital December 2014 - June 2015
Brightree LLC April 2014 - December 2014
Greenway Health March 2011 - March 2014
Summit Partners January 2008 - January 2011
Skills
Mergers & Acquisitions, Corporate Development, Private Equity, Strategic Partnerships, Financial Modeling, Management, Investments, Venture Capital, Due Diligence, Entrepreneurship, Healthcare, Strategy, Mergers, Healthcare Information..., Strategic Planning, Valuation, Business Development, Acquisition Integration, Business Strategy, Strategy Development, Research, Market Research, Financial Analysis, Negotiation, Business Valuation, Deal Sourcing
Education
Georgia Institute of Technology 2003 — 2007
BS, Scheller College of Business with High Honors, certificate in Finance
Edward Jones July 2015 - Present
Avego Healthcare Capital December 2014 - June 2015
Brightree LLC April 2014 - December 2014
Greenway Health March 2011 - March 2014
Summit Partners January 2008 - January 2011
Skills
Mergers & Acquisitions, Corporate Development, Private Equity, Strategic Partnerships, Financial Modeling, Management, Investments, Venture Capital, Due Diligence, Entrepreneurship, Healthcare, Strategy, Mergers, Healthcare Information..., Strategic Planning, Valuation, Business Development, Acquisition Integration, Business Strategy, Strategy Development, Research, Market Research, Financial Analysis, Negotiation, Business Valuation, Deal Sourcing
Education
Georgia Institute of Technology 2003 — 2007
BS, Scheller College of Business with High Honors, certificate in Finance
Don Sketchley's Edward Jones Experience July 2005 - December 2009
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2010 - Present
Edward Jones July 2005 - December 2009
Skills
Retirement Planning, Series 66, Insurance Planning, Series 7, Retirement, Annuities, IRA's, Wealth Accumulation, Financial Planning, 401k, Wealth Management, Long Term Care, Financial Advice, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Disability Insurance, Charitable Giving, Wealth, Trust Services, Savings, Series 63, Investments, Money Management, Long-term Care, ETFs, Securities, Investment Products, Asset Management, Insurance, Financial Education, Portfolio Management, Protection, Asset Protection, Options
Education
Friends University 2003 — 2005
Business Management, Business
Hutchinson Community College 1997 — 2003
Business Administration and Management, General
Thrivent Financial for Lutherans January 2010 - Present
Edward Jones July 2005 - December 2009
Skills
Retirement Planning, Series 66, Insurance Planning, Series 7, Retirement, Annuities, IRA's, Wealth Accumulation, Financial Planning, 401k, Wealth Management, Long Term Care, Financial Advice, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Disability Insurance, Charitable Giving, Wealth, Trust Services, Savings, Series 63, Investments, Money Management, Long-term Care, ETFs, Securities, Investment Products, Asset Management, Insurance, Financial Education, Portfolio Management, Protection, Asset Protection, Options
Education
Friends University 2003 — 2005
Business Management, Business
Hutchinson Community College 1997 — 2003
Business Administration and Management, General
Cindy Griffith's Edward Jones Experience December 2013 - Present
Job AIM
Industry Human Resources
Experience
Africa Inland Mission International March 2014 - Present
Edward Jones December 2013 - Present
Chick-fil-A July 2013 - September 2013
Leadership Development International September 2004 - December 2011
Chick-fil-A July 2003 - June 2004
ANN INC. September 2002 - June 2004
Landmark School July 2000 - June 2002
Carriage Lane Kindergarten/Pre-K July 1995 - June 2000
Merrill Lynch July 1981 - May 1985
Skills
Social Media, Employee Relations, Training, Leadership, Microsoft Word, Nonprofits, Fundraising, Teamwork, Social Media Marketing, Outlook, Marketing Communications, Editing, Strategic Planning, Community Outreach, Human Resources, Travel Planning, Office Administration, Event Planning, Public Speaking, Microsoft Office
Education
Furman University
Bachelor of Arts (BA), Elementary Education, Liberal Arts
Institute of Medical Ultrasound, Atlanta, Georgia
Sonography, Anatomy & Physiology, Physics, and Sonography
Africa Inland Mission International March 2014 - Present
Edward Jones December 2013 - Present
Chick-fil-A July 2013 - September 2013
Leadership Development International September 2004 - December 2011
Chick-fil-A July 2003 - June 2004
ANN INC. September 2002 - June 2004
Landmark School July 2000 - June 2002
Carriage Lane Kindergarten/Pre-K July 1995 - June 2000
Merrill Lynch July 1981 - May 1985
Skills
Social Media, Employee Relations, Training, Leadership, Microsoft Word, Nonprofits, Fundraising, Teamwork, Social Media Marketing, Outlook, Marketing Communications, Editing, Strategic Planning, Community Outreach, Human Resources, Travel Planning, Office Administration, Event Planning, Public Speaking, Microsoft Office
Education
Furman University
Bachelor of Arts (BA), Elementary Education, Liberal Arts
Institute of Medical Ultrasound, Atlanta, Georgia
Sonography, Anatomy & Physiology, Physics, and Sonography
Aaron Plaisted's Edward Jones Experience January 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2000 - Present
Skills
401k Rollovers, AAMS, Asset Allocation, Credit, Financial Advisory, Financial Analysis, Fixed Annuities, Insurance, Investments, Loans, Mortgage Lending, Mutual Funds, New Business Development, Public Speaking, Retirement, Retirement Planning, Sales, Series 63, Series 7, Small Business, Strategic Financial..., Strategic Planning, Wealth Management
Education
Georgia College and State University
Master of Public Administration
Georgia College and State University
Bachelor of Business Administration (B.B.A.)
Edward Jones January 2000 - Present
Skills
401k Rollovers, AAMS, Asset Allocation, Credit, Financial Advisory, Financial Analysis, Fixed Annuities, Insurance, Investments, Loans, Mortgage Lending, Mutual Funds, New Business Development, Public Speaking, Retirement, Retirement Planning, Sales, Series 63, Series 7, Small Business, Strategic Financial..., Strategic Planning, Wealth Management
Education
Georgia College and State University
Master of Public Administration
Georgia College and State University
Bachelor of Business Administration (B.B.A.)
Tricia Higson, M.Ed., J.D.'s Edward Jones Experience May 2014 - Present
Job Financial Services, Trust and Wealth Management for Individuals, Families and Businesses
Industry Financial Services
Experience
Edward Jones May 2014 - Present
U.S. Trust September 2012 - May 2014
U.S. Trust October 2011 - September 2012
Willam Mac Taylor American Inn of Court 2010 - 2011
Lewisville Independent School District 1999 - 2011
Dallas Museum of Art January 2009 - December 2010
5th District Court of Appeals July 2010 - August 2010
S.M.U. Civil Clinic: Consumer Advocacy Project June 2010 - August 2010
DVAP June 2009 - July 2009
United States Navy Postal Services January 1988 - January 1990
Skills
Financial Planning, Investments, Financial Services, Finance, Research, Marketing, Leadership, Business Analysis, Analysis, Management, Customer Service, Public Speaking, Teaching, Business Development, Legal Research, Training, Time Management, Strategic Planning, Microsoft Office, Nonprofits, Team Leadership, Technology, Communication, PowerPoint, Portfolio Management, Risk Management, Team Building, Microsoft Excel, Wealth Management, Insurance, Strategy
Education
Southern Methodist University Dedman School of Law 2007 — 2011
Juris Doctor; S.M.U, Law
University of Oxford 2008 — 2008
S.M.U. Summer Study Abroad, Law, Transnational Commerce, U.K. Property Law
University of Maryland College Park
M.Ed., Instructional Design/Educational Technology
University of Maryland College Park
B.A., Humanities
University of North Texas
Graduate Teaching Certificate, Education
Frederick Community College
A.A, Fine Art
Edward Jones May 2014 - Present
U.S. Trust September 2012 - May 2014
U.S. Trust October 2011 - September 2012
Willam Mac Taylor American Inn of Court 2010 - 2011
Lewisville Independent School District 1999 - 2011
Dallas Museum of Art January 2009 - December 2010
5th District Court of Appeals July 2010 - August 2010
S.M.U. Civil Clinic: Consumer Advocacy Project June 2010 - August 2010
DVAP June 2009 - July 2009
United States Navy Postal Services January 1988 - January 1990
Skills
Financial Planning, Investments, Financial Services, Finance, Research, Marketing, Leadership, Business Analysis, Analysis, Management, Customer Service, Public Speaking, Teaching, Business Development, Legal Research, Training, Time Management, Strategic Planning, Microsoft Office, Nonprofits, Team Leadership, Technology, Communication, PowerPoint, Portfolio Management, Risk Management, Team Building, Microsoft Excel, Wealth Management, Insurance, Strategy
Education
Southern Methodist University Dedman School of Law 2007 — 2011
Juris Doctor; S.M.U, Law
University of Oxford 2008 — 2008
S.M.U. Summer Study Abroad, Law, Transnational Commerce, U.K. Property Law
University of Maryland College Park
M.Ed., Instructional Design/Educational Technology
University of Maryland College Park
B.A., Humanities
University of North Texas
Graduate Teaching Certificate, Education
Frederick Community College
A.A, Fine Art
Janice Zielke's Edward Jones Experience July 2014 - Present
Job OnCall BOA at Edward Jones
Industry Transportation/Trucking/Railroad
Experience
Edward Jones July 2014 - Present
Marquette Rail December 2008 - December 2014
Nestle Purina Pet Care October 2013 - March 2014
Nestle Purina PetCare October 2013 - March 2014
The Macon Telegraph April 2002 - May 2006
Oxford Industries, Inc February 2000 - April 2002
Skills
Managerial Finance, Financial Reporting, Process Improvement, Operations Management, Railroad Accounting, Accounts Receivable, Accounts Payable, Accruals, Operating Budgets, Financial Analysis, Account Reconciliation, Financial Statements, Internal Controls, Project Management, Organizational..., Communication Skills, Payroll, Human Resources, Employee Training, Employee Benefits, Circulation, Auditing, Management, Variance Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Internal Audit, Journal Entries, Financial Audits
Education
Georgia College and State University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Gordon College (GA)
Associate's degree, Accounting and Business/Management
Edward Jones July 2014 - Present
Marquette Rail December 2008 - December 2014
Nestle Purina Pet Care October 2013 - March 2014
Nestle Purina PetCare October 2013 - March 2014
The Macon Telegraph April 2002 - May 2006
Oxford Industries, Inc February 2000 - April 2002
Skills
Managerial Finance, Financial Reporting, Process Improvement, Operations Management, Railroad Accounting, Accounts Receivable, Accounts Payable, Accruals, Operating Budgets, Financial Analysis, Account Reconciliation, Financial Statements, Internal Controls, Project Management, Organizational..., Communication Skills, Payroll, Human Resources, Employee Training, Employee Benefits, Circulation, Auditing, Management, Variance Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Internal Audit, Journal Entries, Financial Audits
Education
Georgia College and State University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Gordon College (GA)
Associate's degree, Accounting and Business/Management
Lauren Chandler, PHR's Edward Jones Experience August 2006 - April 2007
Job Payroll Supervisor
Industry Human Resources
Experience
American Residential Services, LLC January 2013 - Present
American Residential Services, LLC April 2011 - January 2013
Technicolor August 2007 - April 2011
Edward Jones August 2006 - April 2007
South Carolina Retirement Systems May 1997 - July 2006
South Carolina Department of Public Safety September 1994 - May 1997
Skills
Employee Benefits, Payroll, ADP Payroll, Benefits Administration, HRIS, Customer Service, FMLA, Microsoft Excel, Microsoft Office, Microsoft Word, Inventory Management, Access
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Furman University 1990 — 1994
B.A, Business Administration
American Residential Services, LLC January 2013 - Present
American Residential Services, LLC April 2011 - January 2013
Technicolor August 2007 - April 2011
Edward Jones August 2006 - April 2007
South Carolina Retirement Systems May 1997 - July 2006
South Carolina Department of Public Safety September 1994 - May 1997
Skills
Employee Benefits, Payroll, ADP Payroll, Benefits Administration, HRIS, Customer Service, FMLA, Microsoft Excel, Microsoft Office, Microsoft Word, Inventory Management, Access
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Furman University 1990 — 1994
B.A, Business Administration
Will Meachum's Edward Jones Experience July 2006 - August 2007
Job Director of Intentional Faith Development at Pontiac First United Methodist Church
Industry Media Production
Experience
Pontiac First United Methodist Church July 2012 - Present
Crossroads United Methodist Church September 2007 - July 2012
Edward Jones July 2006 - August 2007
Metamora Township High School August 2005 - July 2006
Skills
Customer Service, Music, Microsoft Office, Composition, Sound, Singing, Piano, Public Speaking, Teaching, Editing, Social Media, Photography, Preaching, Nonprofits
Education
Garrett-Evangelical Theological Seminary 2014 — 2017
Master's in Divinity, 17th-19th
University of Illinois at Urbana-Champaign 1999 — 2002
Music Education, Music, Education
Parkland College 1998 — 2000
Associate of Arts (AA), Music
Pontiac First United Methodist Church July 2012 - Present
Crossroads United Methodist Church September 2007 - July 2012
Edward Jones July 2006 - August 2007
Metamora Township High School August 2005 - July 2006
Skills
Customer Service, Music, Microsoft Office, Composition, Sound, Singing, Piano, Public Speaking, Teaching, Editing, Social Media, Photography, Preaching, Nonprofits
Education
Garrett-Evangelical Theological Seminary 2014 — 2017
Master's in Divinity, 17th-19th
University of Illinois at Urbana-Champaign 1999 — 2002
Music Education, Music, Education
Parkland College 1998 — 2000
Associate of Arts (AA), Music
Charles Hine's Edward Jones Experience 2006 - 2006
Job Contract firmware engineer at Cisco Systems
Industry Computer Networking
Experience
Cisco 2007 - Present
Edward Jones 2006 - 2006
Scientific Atlanta 1995 - 2005
Hayes Microcomputer Products 1989 - 1994
Education
Georgia Institute of Technology 1982 — 1983
MS, Electrical Engineering
Rice University 1977 — 1981
BA, Electrical Engineering
Cisco 2007 - Present
Edward Jones 2006 - 2006
Scientific Atlanta 1995 - 2005
Hayes Microcomputer Products 1989 - 1994
Education
Georgia Institute of Technology 1982 — 1983
MS, Electrical Engineering
Rice University 1977 — 1981
BA, Electrical Engineering
Seth D Abelson's Edward Jones Experience January 2007 - October 2008
Job Managing Partner at baltZar Consulting
Industry Management Consulting
Experience
baltZar Consulting August 2010 - Present
DMK Capital April 2008 - October 2010
Edward Jones January 2007 - October 2008
Telenor Satellite Services July 1998 - January 2007
Skills
New Business Development, Telecommunications, Management Consulting, Business Strategy, Coaching, Change Management, International Business, Strategic Planning, Risk Management, Management, Team Building, Sales Management, Entrepreneurship, Talent Management, Business Development, Contract Negotiation, Leadership, Negotiation, Strategy, Customer Service, Project Management, Business Planning, CRM, Business Intelligence, Program Management, Start-ups, Operations Management, Consulting, Mergers & Acquisitions, Team Management, Analysis, Enterprise Software, Sourcing, Training, Process Improvement, Performance Management, Business Process..., Project Planning, Business Analysis, Team Leadership, Marketing Strategy
Education
George Mason University
MA, International Trade & Finance
baltZar Consulting August 2010 - Present
DMK Capital April 2008 - October 2010
Edward Jones January 2007 - October 2008
Telenor Satellite Services July 1998 - January 2007
Skills
New Business Development, Telecommunications, Management Consulting, Business Strategy, Coaching, Change Management, International Business, Strategic Planning, Risk Management, Management, Team Building, Sales Management, Entrepreneurship, Talent Management, Business Development, Contract Negotiation, Leadership, Negotiation, Strategy, Customer Service, Project Management, Business Planning, CRM, Business Intelligence, Program Management, Start-ups, Operations Management, Consulting, Mergers & Acquisitions, Team Management, Analysis, Enterprise Software, Sourcing, Training, Process Improvement, Performance Management, Business Process..., Project Planning, Business Analysis, Team Leadership, Marketing Strategy
Education
George Mason University
MA, International Trade & Finance
Wilda Jessup's Edward Jones Experience November 2012 - Present
Job Branch Office Administrator, substitute at Edward Jones
Industry Health, Wellness and Fitness
Experience
Edward Jones November 2012 - Present
H & R Block January 2012 - April 2013
Life Care Centers of America December 2009 - July 2011
Boulder Community Hospital 2007 - 2009
St. Vrain Valley School District 2006 - 2007
Banking/Securites Industry 1985 - 1992
Skills
Customer Service, Healthcare
Education
Front Range Community College 2008 — 2011
Biology, Physics, Anatomy & Physiology
Northern Illinois University
B.S. Finance
Edward Jones November 2012 - Present
H & R Block January 2012 - April 2013
Life Care Centers of America December 2009 - July 2011
Boulder Community Hospital 2007 - 2009
St. Vrain Valley School District 2006 - 2007
Banking/Securites Industry 1985 - 1992
Skills
Customer Service, Healthcare
Education
Front Range Community College 2008 — 2011
Biology, Physics, Anatomy & Physiology
Northern Illinois University
B.S. Finance
Linda Ruhl's Edward Jones Experience June 2012 - Present
Job Branch Office Administrator OnCall at EdwardJones
Industry Investment Management
Experience
Edward-Jones June 2012 - Present
Edward-Jones January 2012 - June 2012
Abbott Nutrition March 2000 - June 2002
ABBOTT NUTRITION (ROSS PRODUCTS DIVISION) April 1970 - March 2000
MC DADE DISTRIBUTION INC. April 1969 - April 1970
U.S. Navy Exchange January 1966 - April 1969
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Market Research, Marketing, Marketing Strategy, Outlook, Visio, PowerPoint, Process Improvement, Time Management, Microsoft Word, Lotus Notes, Leadership, Administrative..., Access, Training
Education
Franklin University 1997 — 1999
Public Relations/Image Management
Harding-Marion, Ohio 1961 — 1964
Edward-Jones June 2012 - Present
Edward-Jones January 2012 - June 2012
Abbott Nutrition March 2000 - June 2002
ABBOTT NUTRITION (ROSS PRODUCTS DIVISION) April 1970 - March 2000
MC DADE DISTRIBUTION INC. April 1969 - April 1970
U.S. Navy Exchange January 1966 - April 1969
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Market Research, Marketing, Marketing Strategy, Outlook, Visio, PowerPoint, Process Improvement, Time Management, Microsoft Word, Lotus Notes, Leadership, Administrative..., Access, Training
Education
Franklin University 1997 — 1999
Public Relations/Image Management
Harding-Marion, Ohio 1961 — 1964
Connie Barnum's Edward Jones Experience February 2012 - Present
Job Oncall BOA at Edward Jones
Industry Banking
Experience
Edward Jones February 2012 - Present
Bank of America 2009 - 2011
Education
Friends University 1990 — 1991
B.S., Human Resources
Edward Jones February 2012 - Present
Bank of America 2009 - 2011
Education
Friends University 1990 — 1991
B.S., Human Resources
John Milnes's Edward Jones Experience September 2000 - June 2011
Job Retired at From Edward Jones
Industry Financial Services
Experience
From Edward Jones July 2011 - Present
Edward Jones September 2000 - June 2011
MasterCard International January 1995 - August 2000
Consolidation of Maryland National Corp January 1992 - January 1995
NationsBank Corporation January 1990 - January 1992
Integra Financial Corporation January 1985 - January 1990
Union National Bank January 1979 - January 1985
Union National Bank November 1968 - January 1979
Skills
JCL, SPUFI, Business Analysis, SDLC, Fileaid, Project Management, Disaster Recovery, Risk Management, TSO, Process Improvement, Integration, Visio, Program Management, IT Strategy, IT Management, Management, Analysis, Data Center, Requirements Gathering, Security, Leadership, ITIL, Vendor Management, Testing
Education
Lindenwood University
MBA
Geneva College
B.S.B.A, Business Administration
Stonier Graduate School of Banking
American Bankers
Banking, Corporate, Finance, and Securities Law
From Edward Jones July 2011 - Present
Edward Jones September 2000 - June 2011
MasterCard International January 1995 - August 2000
Consolidation of Maryland National Corp January 1992 - January 1995
NationsBank Corporation January 1990 - January 1992
Integra Financial Corporation January 1985 - January 1990
Union National Bank January 1979 - January 1985
Union National Bank November 1968 - January 1979
Skills
JCL, SPUFI, Business Analysis, SDLC, Fileaid, Project Management, Disaster Recovery, Risk Management, TSO, Process Improvement, Integration, Visio, Program Management, IT Strategy, IT Management, Management, Analysis, Data Center, Requirements Gathering, Security, Leadership, ITIL, Vendor Management, Testing
Education
Lindenwood University
MBA
Geneva College
B.S.B.A, Business Administration
Stonier Graduate School of Banking
American Bankers
Banking, Corporate, Finance, and Securities Law
Barbara Steinmetz's Edward Jones Experience May 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones May 2013 - Present
Talmer Bank and Trust March 2011 - May 2012
Talmer Bank and Trust June 1999 - March 2011
Talmer Bank and Trust November 1994 - June 1999
Skills
Banking, Customer Service, Teamwork, MS Office Suite 07 & 10, FIS Data System, Fisserv Premier Data..., VTS Run Monitor, Problem Solving, Identifying problems..., Research, Training, Leadership, Software Documentation, Microsoft Word, Credit, Microsoft Excel
Education
Gateway Technical College
Edward Jones May 2013 - Present
Talmer Bank and Trust March 2011 - May 2012
Talmer Bank and Trust June 1999 - March 2011
Talmer Bank and Trust November 1994 - June 1999
Skills
Banking, Customer Service, Teamwork, MS Office Suite 07 & 10, FIS Data System, Fisserv Premier Data..., VTS Run Monitor, Problem Solving, Identifying problems..., Research, Training, Leadership, Software Documentation, Microsoft Word, Credit, Microsoft Excel
Education
Gateway Technical College
Ashton Green's Edward Jones Experience February 2010 - August 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Edward Jones February 2010 - August 2013
Skills
Banking, Budgets, Insurance, Leadership, Mortgage Lending, Portfolio Management, Retirement Planning, Saving for Education, Small Business, Strategic Planning, Financial Advisory, Sales, Strategic Financial..., Series 7
Education
Georgia Military College-Milledgeville Campus
Wells Fargo Advisors August 2013 - Present
Edward Jones February 2010 - August 2013
Skills
Banking, Budgets, Insurance, Leadership, Mortgage Lending, Portfolio Management, Retirement Planning, Saving for Education, Small Business, Strategic Planning, Financial Advisory, Sales, Strategic Financial..., Series 7
Education
Georgia Military College-Milledgeville Campus
Elizabeth Butkiewicz's Edward Jones Experience September 2007 - December 2009
Job RN
Industry Hospital & Health Care
Experience
Southland Home Care February 2015 - Present
Edward Jones September 2007 - December 2009
Liberty Mutual Insurance January 2005 - September 2007
Skills
Negotiation, Marketing Strategy, Teamwork, Budgets, English, Business Strategy, New Business Development, Project Planning, Sales Management, Public Relations, Nursing, Nursing Care, Nursing Process, Customer Service, Microsoft Office
Education
Gateway Community College 2014 — 2014
Mesa Community College 2010 — 2012
Southland Home Care February 2015 - Present
Edward Jones September 2007 - December 2009
Liberty Mutual Insurance January 2005 - September 2007
Skills
Negotiation, Marketing Strategy, Teamwork, Budgets, English, Business Strategy, New Business Development, Project Planning, Sales Management, Public Relations, Nursing, Nursing Care, Nursing Process, Customer Service, Microsoft Office
Education
Gateway Community College 2014 — 2014
Mesa Community College 2010 — 2012
Debra Graves's Edward Jones Experience November 2009 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2009 - Present
Olean-Bradford YMCA May 2002 - November 2009
United Refining Company January 1985 - May 1993
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, Java
Education
Gannon University 1981 — 1983
Associate of Science (A.S.), Business Administration and Management, General
Sheffield Area Jr. Sr. High School
Edward Jones November 2009 - Present
Olean-Bradford YMCA May 2002 - November 2009
United Refining Company January 1985 - May 1993
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, Java
Education
Gannon University 1981 — 1983
Associate of Science (A.S.), Business Administration and Management, General
Sheffield Area Jr. Sr. High School
Christopher Baudhuin's Edward Jones Experience 2011 - 2012
Job Platinum Service Specialist at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2013 - Present
MassMutual Financial Group August 2012 - Present
Edward Jones 2011 - 2012
GameStop 2006 - 2011
Skills
Life Insurance, Property & Casualty..., Health Insurance, Series 7
Education
Georgia Institute of Technology 2002 — 2008
E*TRADE Financial Corporation June 2013 - Present
MassMutual Financial Group August 2012 - Present
Edward Jones 2011 - 2012
GameStop 2006 - 2011
Skills
Life Insurance, Property & Casualty..., Health Insurance, Series 7
Education
Georgia Institute of Technology 2002 — 2008
Brian Bridges's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Medical Devices
Experience
Edward Jones 2013 - Present
Anderson Prosthetics 2008 - 2013
Education
Furman University 1999 — 2003
BS, Health and Exercise Science
Edward Jones 2013 - Present
Anderson Prosthetics 2008 - 2013
Education
Furman University 1999 — 2003
BS, Health and Exercise Science
T.J. Laco's Edward Jones Experience August 2012 - June 2013
Job Owner
Industry Facilities Services
Experience
Self-employed June 2013 - Present
Edward Jones August 2012 - June 2013
Education
Georgia College and State University 2008 — 2012
Bachelor of Science (BS), Economics
Self-employed June 2013 - Present
Edward Jones August 2012 - June 2013
Education
Georgia College and State University 2008 — 2012
Bachelor of Science (BS), Economics
Kari Engels's Edward Jones Experience October 2013 - Present
Job Oncall branch office administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Education
Kansas State University 1996 — 1999
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Garden City Community College 1995 — 1996
Associate of Science (AS), Business Administration and Management, General
Edward Jones October 2013 - Present
Education
Kansas State University 1996 — 1999
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Garden City Community College 1995 — 1996
Associate of Science (AS), Business Administration and Management, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation