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
Chase Van Dam Chase Van Dam's Edward Jones Experience June 2007 - January 2011
Job Investment Representative and Preferred Program Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities January 2011 - Present
Edward Jones June 2007 - January 2011
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, 401k, Retirement, IRAs, Asset Allocation, Financial Advisory, Series 66, Life and Health, 401k Rollovers, Fixed Annuities, Investment Strategies, Life & Health Insurance..., FINRA, Securities
Education
Grand Valley State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Fifth Third Securities January 2011 - Present
Edward Jones June 2007 - January 2011
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, 401k, Retirement, IRAs, Asset Allocation, Financial Advisory, Series 66, Life and Health, 401k Rollovers, Fixed Annuities, Investment Strategies, Life & Health Insurance..., FINRA, Securities
Education
Grand Valley State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Roy Salas's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones.
Industry Financial Services
Experience
Edward Jones January 2014 - Present
HEB September 2013 - November 2013
K2 Oilfield Transportation May 2013 - August 2013
US Army, Department of Public Works February 2012 - May 2013
US Army March 2011 - February 2012
US Army April 2007 - March 2011
US Army 1992 - 1999
Skills
Military, Army, Military Operations, Operational Planning, Military Training, Force Protection, Security Clearance, Military Experience, Intelligence Analysis, Weapons, Personnel Supervision, Leadership, DoD, Operations Management, Transportation..., Financial Services, Safety, Organizational..., Emergency Management, Security Operations, Counterinsurgency, Heavy Equipment..., Petroleum, Oilfield, Transportation Safety, Freight Transportation, Oil & Gas Industry, Transportation, Logistics Management, Instructor-led Training, Contingency Planning, Hazardous Materials, Active DoD Secret..., Physical Security, Personal Security, Combat Lifesaver, Weapons Training, Supervisory Skills, Financial Advisory, Retirement Planning, IRAs, Roth IRA, Traditional IRA, Heavy Equipment
Education
Grantham University 2010 — 2014
Bachelor of Arts (BA)
Kenedy High School 1988 — 1991
General
Edward Jones January 2014 - Present
HEB September 2013 - November 2013
K2 Oilfield Transportation May 2013 - August 2013
US Army, Department of Public Works February 2012 - May 2013
US Army March 2011 - February 2012
US Army April 2007 - March 2011
US Army 1992 - 1999
Skills
Military, Army, Military Operations, Operational Planning, Military Training, Force Protection, Security Clearance, Military Experience, Intelligence Analysis, Weapons, Personnel Supervision, Leadership, DoD, Operations Management, Transportation..., Financial Services, Safety, Organizational..., Emergency Management, Security Operations, Counterinsurgency, Heavy Equipment..., Petroleum, Oilfield, Transportation Safety, Freight Transportation, Oil & Gas Industry, Transportation, Logistics Management, Instructor-led Training, Contingency Planning, Hazardous Materials, Active DoD Secret..., Physical Security, Personal Security, Combat Lifesaver, Weapons Training, Supervisory Skills, Financial Advisory, Retirement Planning, IRAs, Roth IRA, Traditional IRA, Heavy Equipment
Education
Grantham University 2010 — 2014
Bachelor of Arts (BA)
Kenedy High School 1988 — 1991
General
Olurotimi Oguntola's Edward Jones Experience November 2013 - October 2014
Job MS in Analytics Candidate and Graduate Research Assistant, Institute for Insight, Georgia State University
Industry Information Technology and Services
Experience
Georgia State University August 2015 - Present
Alpha Stake LLC November 2013 - Present
Edward Jones November 2013 - October 2014
Skye Bank Plc April 2007 - September 2013
Skills
Banking, Customer Service, Retail Banking, CRM, Business Development, Management, Mergers & Acquisitions, New Business Development, Risk Management, Credit, Leadership, Training, Team Building, Financial Analysis, Strategic Planning, Project Management, Customer Relations, Finance
Education
Georgia State University
Master of Science (M.S.), Analytics
Obafemi Awolowo University
MBA, Management
Obafemi Awolowo University
B.Sc, Electronic/Electrical Engineering
Georgia State University August 2015 - Present
Alpha Stake LLC November 2013 - Present
Edward Jones November 2013 - October 2014
Skye Bank Plc April 2007 - September 2013
Skills
Banking, Customer Service, Retail Banking, CRM, Business Development, Management, Mergers & Acquisitions, New Business Development, Risk Management, Credit, Leadership, Training, Team Building, Financial Analysis, Strategic Planning, Project Management, Customer Relations, Finance
Education
Georgia State University
Master of Science (M.S.), Analytics
Obafemi Awolowo University
MBA, Management
Obafemi Awolowo University
B.Sc, Electronic/Electrical Engineering
Cameron Blair Cameron Blair's Edward Jones Experience May 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Scratch Sandwich July 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Fort Worth Cats Baseball Club April 2008 - June 2010
Pittsburgh Pirates June 2005 - March 2008
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Series 63, Uniform Combined State..., Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Series 65, Series 31, Life Insurance, Managed Futures, Asset Management, Portfolio Management, 401k, ETFs, Wealth, High Net Worth..., Bonds, Long Term Care Insurance, Personal Financial..., Roth IRA, Pensions, Retirement Plan..., Variable Annuities, Insurance, Strategic Financial..., Alternative Investments, Financial Planning
Education
Texas Tech University 2003 — 2005
Bachelor's degree, Economics
Grayson County College 2003 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
University of Houston 2001 — 2002
Edward Jones May 2013 - Present
Scratch Sandwich July 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Fort Worth Cats Baseball Club April 2008 - June 2010
Pittsburgh Pirates June 2005 - March 2008
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Series 63, Uniform Combined State..., Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Series 65, Series 31, Life Insurance, Managed Futures, Asset Management, Portfolio Management, 401k, ETFs, Wealth, High Net Worth..., Bonds, Long Term Care Insurance, Personal Financial..., Roth IRA, Pensions, Retirement Plan..., Variable Annuities, Insurance, Strategic Financial..., Alternative Investments, Financial Planning
Education
Texas Tech University 2003 — 2005
Bachelor's degree, Economics
Grayson County College 2003 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
University of Houston 2001 — 2002
Teina Wright Teina Wright's Edward Jones Experience December 2008 - March 2014
Job Investigative Administrative Assistant
Industry Legal Services
Experience
Keith Wright investigations July 2015 - Present
Virginia K. Putney May 2014 - July 2015
Edward Jones December 2008 - March 2014
Frank Buonanotte July 2005 - November 2008
Cobb County Parks March 1979 - July 2005
Skills
Office Administration, Spreadsheets, PowerPoint, Office Management, Management, Data Entry, Microsoft Office, Customer Satisfaction, Teamwork, Calendaring, Telephone Skills, Research, Confidentiality, Administrative Work, Leadership, File Management, Organization, Critical Thinking, Customer Service, Outlook, Event Management, Public Speaking, Team Building, Administrative..., Budgets, Microsoft Excel, Microsoft Word, Project Management
Education
Shorter University 2002 — 2004
Business Administration, Management and Operations, 3.8
Georgia State University 1974 — 1975
Parks, Recreation and Leisure Studies, 3.0
Kennesaw State University 1972 — 1974
Parks, Recreation and Leisure Studies, 3.0
Keith Wright investigations July 2015 - Present
Virginia K. Putney May 2014 - July 2015
Edward Jones December 2008 - March 2014
Frank Buonanotte July 2005 - November 2008
Cobb County Parks March 1979 - July 2005
Skills
Office Administration, Spreadsheets, PowerPoint, Office Management, Management, Data Entry, Microsoft Office, Customer Satisfaction, Teamwork, Calendaring, Telephone Skills, Research, Confidentiality, Administrative Work, Leadership, File Management, Organization, Critical Thinking, Customer Service, Outlook, Event Management, Public Speaking, Team Building, Administrative..., Budgets, Microsoft Excel, Microsoft Word, Project Management
Education
Shorter University 2002 — 2004
Business Administration, Management and Operations, 3.8
Georgia State University 1974 — 1975
Parks, Recreation and Leisure Studies, 3.0
Kennesaw State University 1972 — 1974
Parks, Recreation and Leisure Studies, 3.0
Boomer Hoppough Boomer Hoppough's Edward Jones Experience April 2004 - January 2005
Job Vice President Community Banking at Independent Bank
Industry Banking
Experience
Independent Bank July 2013 - Present
Coldwell Banker Hoppough & Associates January 2006 - Present
Independent Bank January 2005 - July 2013
Edward Jones April 2004 - January 2005
Skills
Loans, Investments, Real Estate Transactions, Finance, Commercial Lending, Financial Services, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Credit, Securities, Portfolio Management, Loan Origination, Mortgage Banking, Consumer Lending, Small Business Lending, Risk Management, Series 7
Education
Graduate School of Banking (Univ. of Wisconsin) 2012 — 2014
Grand Valley State University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Ionia
Independent Bank July 2013 - Present
Coldwell Banker Hoppough & Associates January 2006 - Present
Independent Bank January 2005 - July 2013
Edward Jones April 2004 - January 2005
Skills
Loans, Investments, Real Estate Transactions, Finance, Commercial Lending, Financial Services, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Credit, Securities, Portfolio Management, Loan Origination, Mortgage Banking, Consumer Lending, Small Business Lending, Risk Management, Series 7
Education
Graduate School of Banking (Univ. of Wisconsin) 2012 — 2014
Grand Valley State University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Ionia
Phyllis Callahan Phyllis Callahan's Edward Jones Experience October 2013 - January 2015
Job Financial Services
Industry Financial Services
Experience
Edward Jones October 2013 - January 2015
Newell Rubbermaid 2008 - 2013
Newell Rubbermaid 1997 - 2008
Skills
Sales Plan, Access, Analysis, Pricing, Budgets, Outlook, Time Management, Sales, Marketing, Microsoft Excel, Spreadsheets, Microsoft Word, PowerPoint, Accounting, Finance, Account Reconciliation, Procurement, Purchase Orders, SRM, SAP, SAP BW, Collaboration, Data Collection, Databases, Inventory Management
Education
Gordon College (GA)
Associate of Science in Business Administration
Edward Jones October 2013 - January 2015
Newell Rubbermaid 2008 - 2013
Newell Rubbermaid 1997 - 2008
Skills
Sales Plan, Access, Analysis, Pricing, Budgets, Outlook, Time Management, Sales, Marketing, Microsoft Excel, Spreadsheets, Microsoft Word, PowerPoint, Accounting, Finance, Account Reconciliation, Procurement, Purchase Orders, SRM, SAP, SAP BW, Collaboration, Data Collection, Databases, Inventory Management
Education
Gordon College (GA)
Associate of Science in Business Administration
Patrick McEwen Patrick McEwen's Edward Jones Experience September 2003 - Present
Job
Industry Financial Services
Experience
Edward Jones September 2003 - Present
Edward Jones 2003 - 2013
Education
Georgia State University 2000 — 2002
Accounting and Finance
The Westminster Schools 1993 — 1998
Edward Jones September 2003 - Present
Edward Jones 2003 - 2013
Education
Georgia State University 2000 — 2002
Accounting and Finance
The Westminster Schools 1993 — 1998
Breton Kania, MBA, CDFA Breton Kania, MBA, CDFA's Edward Jones Experience May 2013 - February 2015
Job Wealth Advisor
Industry Financial Services
Experience
USAA February 2015 - Present
Edward Jones May 2013 - February 2015
Layne Christensen April 2012 - March 2013
Goldman Sachs March 2010 - April 2012
CP Industries August 2009 - March 2010
DriverTech March 2009 - August 2009
University of Utah September 2007 - May 2009
Anchorage Museum May 2008 - August 2008
Pete Suazo Center for Business Development September 2007 - May 2008
Homeworks Construction June 2006 - June 2007
Skills
Operations Management, Marketing, Negotiation, Statistics, Consulting, Supply Chain Management, Purchasing, Translation, Production Managment, Customer Service..., Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Project Management, Budgets, Process Improvement, Leadership, Risk Management, Business Strategy, Six Sigma, Program Management, Time Management, Business Planning, Forecasting, Sales, Mergers & Acquisitions, Analysis, Financial Reporting, Business Process..., Internal Controls, Spanish, Business Analysis, ERP, Sarbanes-Oxley Act, Management, Strategy, Teamwork, Accounting, Finance, Auditing, Due Diligence, Market Research, Strategic Planning, Microsoft Office, Microsoft Word, Project Planning, Start-ups, Internal Audit, Corporate Finance
Education
University of Utah - David Eccles School of Business 2007 — 2009
MBA, Operations Management, International Business
Gonzaga University 2000 — 2004
BA French, French, International Studies
Université Sorbonne Nouvelle (Paris III) 2003 — 2003
French, French, Poly-Sci
Institut catholique de Paris 2002 — 2002
French/International Studies, French/International Studies
USAA February 2015 - Present
Edward Jones May 2013 - February 2015
Layne Christensen April 2012 - March 2013
Goldman Sachs March 2010 - April 2012
CP Industries August 2009 - March 2010
DriverTech March 2009 - August 2009
University of Utah September 2007 - May 2009
Anchorage Museum May 2008 - August 2008
Pete Suazo Center for Business Development September 2007 - May 2008
Homeworks Construction June 2006 - June 2007
Skills
Operations Management, Marketing, Negotiation, Statistics, Consulting, Supply Chain Management, Purchasing, Translation, Production Managment, Customer Service..., Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Project Management, Budgets, Process Improvement, Leadership, Risk Management, Business Strategy, Six Sigma, Program Management, Time Management, Business Planning, Forecasting, Sales, Mergers & Acquisitions, Analysis, Financial Reporting, Business Process..., Internal Controls, Spanish, Business Analysis, ERP, Sarbanes-Oxley Act, Management, Strategy, Teamwork, Accounting, Finance, Auditing, Due Diligence, Market Research, Strategic Planning, Microsoft Office, Microsoft Word, Project Planning, Start-ups, Internal Audit, Corporate Finance
Education
University of Utah - David Eccles School of Business 2007 — 2009
MBA, Operations Management, International Business
Gonzaga University 2000 — 2004
BA French, French, International Studies
Université Sorbonne Nouvelle (Paris III) 2003 — 2003
French, French, Poly-Sci
Institut catholique de Paris 2002 — 2002
French/International Studies, French/International Studies
Ross Y. Dixon's Edward Jones Experience January 2006 - February 2008
Job Agency Development Manager at Nationwide Insurance
Industry Market Research
Experience
Nationwide Insurance March 2014 - Present
Diamond Roots, LLC January 2008 - Present
Basix Knowledge Academy October 2009 - October 2011
Edward Jones January 2006 - February 2008
Skills
Marketing, Entrepreneurship, Strategy, Leadership, Social Media Marketing, Strategic Planning, Social Networking, Public Relations, Social Media, Public Speaking, Marketing Strategy, Email Marketing, Online Marketing, Event Planning, Online Advertising, Media Relations, Advertising, Blogging, Integrated Marketing, Marketing Research, SEO, Business Development, Event Management, Press Releases, Market Research
Education
Georgia State University 2001 — 2005
Bachelor of Business Administration, Marketing / Economics
North Atlanta High School 1997 — 2000
High School Diploma
Nationwide Insurance March 2014 - Present
Diamond Roots, LLC January 2008 - Present
Basix Knowledge Academy October 2009 - October 2011
Edward Jones January 2006 - February 2008
Skills
Marketing, Entrepreneurship, Strategy, Leadership, Social Media Marketing, Strategic Planning, Social Networking, Public Relations, Social Media, Public Speaking, Marketing Strategy, Email Marketing, Online Marketing, Event Planning, Online Advertising, Media Relations, Advertising, Blogging, Integrated Marketing, Marketing Research, SEO, Business Development, Event Management, Press Releases, Market Research
Education
Georgia State University 2001 — 2005
Bachelor of Business Administration, Marketing / Economics
North Atlanta High School 1997 — 2000
High School Diploma
Emily Pierre Emily Pierre's Edward Jones Experience June 2015 - Present
Job Intern at MakeAWish Foundation of Alaska and Washington
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Edward Jones July 2013 - May 2015
Make-A-Wish Foundation of Alaska and Washington September 2014 - April 2015
Body Works Massage Clinic August 2009 - August 2012
Skills
Computer Proficiency, Learn New Software..., Mathematics, Customer Service, Teamwork, Communication, Leadership, Finance
Education
Gonzaga University 2011 — 2015
Bachelor of Science (BS), Economics
University of Notre Dame Australia 2013 — 2013
Bachelor's Degree, Economics
Tahoma Senior High School 2008 — 2011
Edward Jones June 2015 - Present
Edward Jones July 2013 - May 2015
Make-A-Wish Foundation of Alaska and Washington September 2014 - April 2015
Body Works Massage Clinic August 2009 - August 2012
Skills
Computer Proficiency, Learn New Software..., Mathematics, Customer Service, Teamwork, Communication, Leadership, Finance
Education
Gonzaga University 2011 — 2015
Bachelor of Science (BS), Economics
University of Notre Dame Australia 2013 — 2013
Bachelor's Degree, Economics
Tahoma Senior High School 2008 — 2011
Ron Grimes Ron Grimes's Edward Jones Experience 2003 - 2004
Job Senior Compliance Officer at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust March 2014 - Present
Bank of America November 2013 - March 2014
Bank of America October 2010 - November 2013
Bank of America February 2005 - October 2010
Edward Jones 2003 - 2004
Trust Company of the South 2001 - 2003
Merrill Lynch 1998 - 2000
Wachovia Bank 1995 - 1998
Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation
Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General
Georgia Southern University
Bachelor's Degree, History
Statesboro High School
Atlantic Trust March 2014 - Present
Bank of America November 2013 - March 2014
Bank of America October 2010 - November 2013
Bank of America February 2005 - October 2010
Edward Jones 2003 - 2004
Trust Company of the South 2001 - 2003
Merrill Lynch 1998 - 2000
Wachovia Bank 1995 - 1998
Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation
Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General
Georgia Southern University
Bachelor's Degree, History
Statesboro High School
Dan Manshaem Dan Manshaem's Edward Jones Experience June 2008 - August 2008
Job Founder and CEO at Ally Logistics
Industry Apparel & Fashion
Experience
Ally Logistics October 2012 - Present
Bold Endeavors LLC September 2012 - Present
boldSOCKS.com April 2011 - Present
Transcorr LLC August 2006 - September 2012
TransCorr National Logistics August 2006 - September 2012
Edward Jones June 2008 - August 2008
Skills
Logistics Management, Financial Planning, Entrepreneurial Skills, Visionary, Web Development, Database Design, Database Development, Transportation Planning, Business Relationship..., Negotiation, Pricing Analysis, Web Design, LTL, Truckload, Business Solutions, Intermodal, Graphic Design, SEO, Shipping, Customer Insight, Creative Concept..., Contract Negotiation, Rate Negotiation, HTML, API, Infrastructure Planning, Business Strategy, New Business Development, Business Analysis, Capital Acquisition, Team Building, Team Leadership, Organizational..., Strategic Leadership, Thought Leadership, Influential, Supply Chain, Sales, Freight, Entrepreneurship
Education
Western Michigan University 2004 — 2008
Bachelors, Finance
Grand Rapids Community College 2004 — 2006
General Studies
Ally Logistics October 2012 - Present
Bold Endeavors LLC September 2012 - Present
boldSOCKS.com April 2011 - Present
Transcorr LLC August 2006 - September 2012
TransCorr National Logistics August 2006 - September 2012
Edward Jones June 2008 - August 2008
Skills
Logistics Management, Financial Planning, Entrepreneurial Skills, Visionary, Web Development, Database Design, Database Development, Transportation Planning, Business Relationship..., Negotiation, Pricing Analysis, Web Design, LTL, Truckload, Business Solutions, Intermodal, Graphic Design, SEO, Shipping, Customer Insight, Creative Concept..., Contract Negotiation, Rate Negotiation, HTML, API, Infrastructure Planning, Business Strategy, New Business Development, Business Analysis, Capital Acquisition, Team Building, Team Leadership, Organizational..., Strategic Leadership, Thought Leadership, Influential, Supply Chain, Sales, Freight, Entrepreneurship
Education
Western Michigan University 2004 — 2008
Bachelors, Finance
Grand Rapids Community College 2004 — 2006
General Studies
Carrie Garstecki, PHR, MSHR's Edward Jones Experience March 2004 - November 2014
Job Real Estate Broker at Daniel And Associates Real Estate
Industry Human Resources
Experience
Daniel And Associates Real Estate January 2015 - Present
Pearson Assessments January 2011 - July 2015
Edward Jones March 2004 - November 2014
Pearson Education February 2010 - May 2010
Classic Residence by Hyatt November 2007 - May 2008
Oswego School District #308 2002 - 2003
Indian Prairie School District 2000 - 2001
Safeway 1985 - 2000
Skills
Employee Relations, Hiring, HRIS, Word, Excel, Microsoft Office, Event Planning, Customer Service, Problem Solving, Teaching, Employee Engagement, Organizational..., Recruiting, Training, Onboarding, Interviews, Microsoft Word, Microsoft Excel
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2008
MSHR, Human Resources
Governors State University 1998 — 1999
Education Administration
Saint Xavier University 1985 — 1990
BA, Education
Daniel And Associates Real Estate January 2015 - Present
Pearson Assessments January 2011 - July 2015
Edward Jones March 2004 - November 2014
Pearson Education February 2010 - May 2010
Classic Residence by Hyatt November 2007 - May 2008
Oswego School District #308 2002 - 2003
Indian Prairie School District 2000 - 2001
Safeway 1985 - 2000
Skills
Employee Relations, Hiring, HRIS, Word, Excel, Microsoft Office, Event Planning, Customer Service, Problem Solving, Teaching, Employee Engagement, Organizational..., Recruiting, Training, Onboarding, Interviews, Microsoft Word, Microsoft Excel
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2008
MSHR, Human Resources
Governors State University 1998 — 1999
Education Administration
Saint Xavier University 1985 — 1990
BA, Education
Adam Scripps Adam Scripps's Edward Jones Experience October 2004 - April 2005
Job Principal Account Manager at DTE Energy
Industry Oil & Energy
Experience
DTE Energy June 2014 - Present
BP February 2013 - June 2014
BP March 2011 - February 2013
BP June 2008 - March 2011
Priority Solutions International November 2006 - June 2008
Dan Scripps for State House June 2006 - November 2006
Lippert Components, Inc. April 2005 - June 2006
Edward Jones October 2004 - April 2005
Peace Corps 2003 - 2004
Skills
SAP, Financial Analysis, Business Objects, Commodity Risk..., Interpersonal Skill, Contract Management, Accounts Receivable, Microsoft Excel, Financial Reporting, Financial Risk..., Natural Gas Trading, Campaign Finance, Logistics Management, Airline Management, Manage Client..., Fortune 500 Account..., Data Analysis, Contract Negotiation, Vendor Management, Accounting, Accounts Payable, Credit Risk, Credit Management, Derivatives Trading, Energy Derivatives, Foreign Exchange..., Air Freight, MS Excel Pivot Tables, VBA
Education
Grand Valley State University 2014 — 2017
Master of Business Administration (M.B.A.)
Grand Valley State University
Bachelor's degree
DTE Energy June 2014 - Present
BP February 2013 - June 2014
BP March 2011 - February 2013
BP June 2008 - March 2011
Priority Solutions International November 2006 - June 2008
Dan Scripps for State House June 2006 - November 2006
Lippert Components, Inc. April 2005 - June 2006
Edward Jones October 2004 - April 2005
Peace Corps 2003 - 2004
Skills
SAP, Financial Analysis, Business Objects, Commodity Risk..., Interpersonal Skill, Contract Management, Accounts Receivable, Microsoft Excel, Financial Reporting, Financial Risk..., Natural Gas Trading, Campaign Finance, Logistics Management, Airline Management, Manage Client..., Fortune 500 Account..., Data Analysis, Contract Negotiation, Vendor Management, Accounting, Accounts Payable, Credit Risk, Credit Management, Derivatives Trading, Energy Derivatives, Foreign Exchange..., Air Freight, MS Excel Pivot Tables, VBA
Education
Grand Valley State University 2014 — 2017
Master of Business Administration (M.B.A.)
Grand Valley State University
Bachelor's degree
Stephanie Walter's Edward Jones Experience 2014 - Present
Job Area Coordinator at Edward Jones
Industry Insurance
Experience
Edward Jones 2014 - Present
Edward Jones 2013 - 2014
Procare Carpet and Air Duct Cleaning September 2012 - March 2013
Walgreens December 2011 - August 2012
American Eagle Outfitters May 2009 - November 2011
Skills
Retail, Sales, Filing, Cash Register, Customer Service, Data Entry, Cashiering, Time Management, Inventory Management, Telephone Skills, Retail Sales, Outlook, Merchandising, Marketing, Microsoft Excel
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (MBA), Leadership
Grand Canyon University 2012 — 2013
Bachelor of Science (BS), Marketing, 3.9
Edward Jones 2014 - Present
Edward Jones 2013 - 2014
Procare Carpet and Air Duct Cleaning September 2012 - March 2013
Walgreens December 2011 - August 2012
American Eagle Outfitters May 2009 - November 2011
Skills
Retail, Sales, Filing, Cash Register, Customer Service, Data Entry, Cashiering, Time Management, Inventory Management, Telephone Skills, Retail Sales, Outlook, Merchandising, Marketing, Microsoft Excel
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (MBA), Leadership
Grand Canyon University 2012 — 2013
Bachelor of Science (BS), Marketing, 3.9
Jared McCullough Jared McCullough's Edward Jones Experience July 2007 - August 2009
Job Create. Develop. Repeat.
Industry Internet
Experience
Self Employed 2014 - Present
Ganola July 2012 - November 2014
Life Time - The Healthy Way of Life Company 2011 - 2013
Zemcor March 2009 - January 2012
ReNu Crete 2008 - 2011
iMPEX Trade Group July 2007 - August 2009
Edward Jones July 2007 - August 2009
U.S. House of Representatives 2006 - 2006
Skills
Entrepreneurship, Start-ups, Online Advertising, Venture Capital, E-commerce, Fundraising, Sports Nutrition, New Business Development
Education
Urbana University 2006 — 2007
Bachelor's Degree, Business Administration, Management and Operations, 4.0
Georgia Southern University 2005 — 2006
International Finance, 3.6
Marshall University 2004 — 2005
Economics, 3.7
Self Employed 2014 - Present
Ganola July 2012 - November 2014
Life Time - The Healthy Way of Life Company 2011 - 2013
Zemcor March 2009 - January 2012
ReNu Crete 2008 - 2011
iMPEX Trade Group July 2007 - August 2009
Edward Jones July 2007 - August 2009
U.S. House of Representatives 2006 - 2006
Skills
Entrepreneurship, Start-ups, Online Advertising, Venture Capital, E-commerce, Fundraising, Sports Nutrition, New Business Development
Education
Urbana University 2006 — 2007
Bachelor's Degree, Business Administration, Management and Operations, 4.0
Georgia Southern University 2005 — 2006
International Finance, 3.6
Marshall University 2004 — 2005
Economics, 3.7
Jason Hester's Edward Jones Experience June 2004 - September 2006
Job Wealth Manager at Griggers Wealth Management / LPL Financial
Industry Financial Services
Experience
Griggers Wealth Management July 2015 - Present
Scottrade August 2013 - July 2015
Scottrade June 2009 - August 2013
Lincoln Financial Advisors September 2008 - April 2009
Etrade Financial May 2007 - May 2008
Reliance Trust September 2006 - May 2007
Edward Jones June 2004 - September 2006
Skills
Investments, Mutual Funds, Securities, Series 7, Finance, Series 63, Equities, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Financial Planning, FINRA, Uniform Combined State...
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
South Georgia College 1999 — 2001
Associate's, Business Administration
Griggers Wealth Management July 2015 - Present
Scottrade August 2013 - July 2015
Scottrade June 2009 - August 2013
Lincoln Financial Advisors September 2008 - April 2009
Etrade Financial May 2007 - May 2008
Reliance Trust September 2006 - May 2007
Edward Jones June 2004 - September 2006
Skills
Investments, Mutual Funds, Securities, Series 7, Finance, Series 63, Equities, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Financial Planning, FINRA, Uniform Combined State...
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
South Georgia College 1999 — 2001
Associate's, Business Administration
Kate Lesman, SPHR, SHRM-SCP Kate Lesman, SPHR, SHRM-SCP's Edward Jones Experience October 2002 - July 2005
Job Sr. Performance Excellence Analyst at Ocean Spray Cranberries
Industry Food Production
Experience
Ocean Spray Cranberries July 2013 - Present
Ocean Spray Cranberries August 2006 - July 2013
YMCA of Grays Harbor November 1998 - August 2006
Grays Harbor Pediatric Dentistry June 2005 - July 2006
Edward Jones October 2002 - July 2005
Skills
SPHR, HRIS, Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Recruiting, Human Resources, Performance Management, Succession Planning, Talent Management, Applicant Tracking..., Benefits Administration, Employee Engagement, Labor Relations, Training, Personnel Management, Team Building, Coaching, Management, New Hire Orientations, Employment Law, Payroll
Education
The Evergreen State College 2003 — 2005
Bachelor's degree
Grays Harbor College 2001 — 2003
Associate of Arts (A.A.)
Ocean Spray Cranberries July 2013 - Present
Ocean Spray Cranberries August 2006 - July 2013
YMCA of Grays Harbor November 1998 - August 2006
Grays Harbor Pediatric Dentistry June 2005 - July 2006
Edward Jones October 2002 - July 2005
Skills
SPHR, HRIS, Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Recruiting, Human Resources, Performance Management, Succession Planning, Talent Management, Applicant Tracking..., Benefits Administration, Employee Engagement, Labor Relations, Training, Personnel Management, Team Building, Coaching, Management, New Hire Orientations, Employment Law, Payroll
Education
The Evergreen State College 2003 — 2005
Bachelor's degree
Grays Harbor College 2001 — 2003
Associate of Arts (A.A.)
Dan Ruble's Edward Jones Experience December 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2014 - Present
American Airlines October 2013 - December 2014
Gold Star Mortgage Financial Group April 2013 - October 2013
Skills
Customer Service, Employee Benefits, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Human Resources, Leadership Development, Management, Talent Acquisition, Personnel Management, Process Improvement, Employee Engagement, Microsoft Word, Management Consulting, Team Leadership, Employee Relations, Recruiting, Training, Technical Recruiting, Team Building, Finance, Analysis, Payroll, Banking, Budgets, Sales, Strategic Planning
Education
Commmunity College of Beaver County 2011 — 2012
Associate of Science (A.S.), Air Traffic Control
Grand Valley State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones December 2014 - Present
American Airlines October 2013 - December 2014
Gold Star Mortgage Financial Group April 2013 - October 2013
Skills
Customer Service, Employee Benefits, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Human Resources, Leadership Development, Management, Talent Acquisition, Personnel Management, Process Improvement, Employee Engagement, Microsoft Word, Management Consulting, Team Leadership, Employee Relations, Recruiting, Training, Technical Recruiting, Team Building, Finance, Analysis, Payroll, Banking, Budgets, Sales, Strategic Planning
Education
Commmunity College of Beaver County 2011 — 2012
Associate of Science (A.S.), Air Traffic Control
Grand Valley State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Benjamin Gaus Benjamin Gaus's Edward Jones Experience May 2011 - August 2011
Job J.D., Thomas Jefferson School of Law
Industry Sports
Experience
UC Davis March 2014 - Present
UCLA Athletics May 2012 - May 2013
Edward Jones May 2011 - August 2011
Mizzou Football August 2006 - August 2010
Faber and Brand Law Firm May 2009 - April 2010
Skills
NCAA Compliance, Sports Law, Collective Bargaining, Contract Negotiation, Strategic Financial..., Investments, Entertainment Law..., Professional Sports, Intercollegiate..., Legal Research, Arbitration, Sports, Financial Planning
Education
Thomas Jefferson School of Law 2011 — 2013
Juris Doctor, Sports Law Certificate
Golden Gate University, School of Law 2010 — 2011
Juris Doctor, Law
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts, Political Science & Business
Highland High School 2002 — 2006
UC Davis March 2014 - Present
UCLA Athletics May 2012 - May 2013
Edward Jones May 2011 - August 2011
Mizzou Football August 2006 - August 2010
Faber and Brand Law Firm May 2009 - April 2010
Skills
NCAA Compliance, Sports Law, Collective Bargaining, Contract Negotiation, Strategic Financial..., Investments, Entertainment Law..., Professional Sports, Intercollegiate..., Legal Research, Arbitration, Sports, Financial Planning
Education
Thomas Jefferson School of Law 2011 — 2013
Juris Doctor, Sports Law Certificate
Golden Gate University, School of Law 2010 — 2011
Juris Doctor, Law
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts, Political Science & Business
Highland High School 2002 — 2006
Matthew McManus, SPHR Matthew McManus, SPHR's Edward Jones Experience January 2012 - Present
Job Experienced HR Professional & Financial Advisor
Industry Human Resources
Experience
Edward Jones January 2012 - Present
Aramark Uniform Services August 2009 - October 2011
Aramark Uniform Services July 2007 - July 2010
The Men's Wearhouse, Inc May 2004 - July 2007
The Home Depot January 2002 - April 2004
Shopko October 1999 - December 2001
Target January 1990 - December 1999
Skills
Succession Planning, Performance Management, Employee Relations, Talent Management, Talent Acquisition, Recruiting, Leadership Development, Human Resources, HR Policies, Change Management, Employee Benefits, Training, Personnel Management, Coaching, Leadership, Payroll, Conflict Resolution, Team Facilitation, Onboarding, Policy, Strategy, Team Building, Management, Customer Retention, Hiring, Sales, Workforce Planning, Employee Engagement, Deferred Compensation, Employee Training, HRIS, Benefits Administration, Applicant Tracking..., New Hire Orientations, Labor Relations, Interviews, College Recruiting, Organizational...
Education
Georgia State University 1988 — 1990
MBA, Management
University of South Alabama 1976 — 1981
BS, Management
Edward Jones January 2012 - Present
Aramark Uniform Services August 2009 - October 2011
Aramark Uniform Services July 2007 - July 2010
The Men's Wearhouse, Inc May 2004 - July 2007
The Home Depot January 2002 - April 2004
Shopko October 1999 - December 2001
Target January 1990 - December 1999
Skills
Succession Planning, Performance Management, Employee Relations, Talent Management, Talent Acquisition, Recruiting, Leadership Development, Human Resources, HR Policies, Change Management, Employee Benefits, Training, Personnel Management, Coaching, Leadership, Payroll, Conflict Resolution, Team Facilitation, Onboarding, Policy, Strategy, Team Building, Management, Customer Retention, Hiring, Sales, Workforce Planning, Employee Engagement, Deferred Compensation, Employee Training, HRIS, Benefits Administration, Applicant Tracking..., New Hire Orientations, Labor Relations, Interviews, College Recruiting, Organizational...
Education
Georgia State University 1988 — 1990
MBA, Management
University of South Alabama 1976 — 1981
BS, Management
Holly Knight Holly Knight's Edward Jones Experience July 2008 - September 2009
Job Program Coordinator, Executive Development Programs, University of New Hampshire
Industry Program Development
Experience
University of New Hampshire June 2015 - Present
University of New Hampshire February 2015 - Present
The Vermont Agency September 2012 - May 2014
Green Mountain Cupcakes, LLC November 2008 - September 2012
Edward Jones July 2008 - September 2009
Blooming Minds Enrichment Center, LLC April 2004 - July 2008
Vermont Cancer Center September 1999 - May 2004
University of Vermont August 1998 - September 1999
Skills
Curriculum Design, Higher Education, Research, Time Management, Marketing, Administration, Budgets, Human Resources, Classroom, Market Research, Creative Writing, Special Education, Lesson Planning, Classroom Management, Forecasting, Government, Finance, Curriculum Development, Tutoring, Educational Technology, Public Speaking, Nonprofits, Social Media, Community Outreach, Event Planning, Customer Service, Teaching, Strategic Planning, Program Development
Education
Goddard College 2012 — 2014
Master of Arts (M.A.), Education
State University of New York College at Potsdam 1994 — 1997
Bachelor of Arts (B.A.), Economics
University of New Hampshire June 2015 - Present
University of New Hampshire February 2015 - Present
The Vermont Agency September 2012 - May 2014
Green Mountain Cupcakes, LLC November 2008 - September 2012
Edward Jones July 2008 - September 2009
Blooming Minds Enrichment Center, LLC April 2004 - July 2008
Vermont Cancer Center September 1999 - May 2004
University of Vermont August 1998 - September 1999
Skills
Curriculum Design, Higher Education, Research, Time Management, Marketing, Administration, Budgets, Human Resources, Classroom, Market Research, Creative Writing, Special Education, Lesson Planning, Classroom Management, Forecasting, Government, Finance, Curriculum Development, Tutoring, Educational Technology, Public Speaking, Nonprofits, Social Media, Community Outreach, Event Planning, Customer Service, Teaching, Strategic Planning, Program Development
Education
Goddard College 2012 — 2014
Master of Arts (M.A.), Education
State University of New York College at Potsdam 1994 — 1997
Bachelor of Arts (B.A.), Economics
Patrick O'Rourke, CRPC® Patrick O'Rourke, CRPC®'s Edward Jones Experience March 2005 - February 2006
Job Wells Fargo Advisors Solutions Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Wells Fargo Advisors, LLC January 2013 - April 2014
Wachovia Securities Financial Network March 2006 - March 2007
Edward Jones March 2005 - February 2006
Skills
Hold Series 7, Series 63, Series 65, North Carolina Life/..., Banking, Financial Advisory, Financial Services, Sales, Wealth Management
Education
Grand Valley State University 2001 — 2004
Finance
Alma College 2000 — 2001
Queens University of Charlotte
Certified Financial Planning program
Wells Fargo Advisors, LLC April 2007 - Present
Wells Fargo Advisors, LLC January 2013 - April 2014
Wachovia Securities Financial Network March 2006 - March 2007
Edward Jones March 2005 - February 2006
Skills
Hold Series 7, Series 63, Series 65, North Carolina Life/..., Banking, Financial Advisory, Financial Services, Sales, Wealth Management
Education
Grand Valley State University 2001 — 2004
Finance
Alma College 2000 — 2001
Queens University of Charlotte
Certified Financial Planning program
Jonathon Swanson Jonathon Swanson's Edward Jones Experience October 2008 - July 2009
Job Senior Private Client Advisor I, Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2014 - Present
Wells Fargo July 2013 - April 2014
Bank of America March 2012 - May 2013
Fifth Third Securities July 2009 - March 2012
Edward Jones October 2008 - July 2009
Longhorn Steakhouse October 2006 - October 2008
Education
Grand Valley State University 2003 — 2006
B.S, Business Management; Tourism Systems
Saginaw Valley State University 2001 — 2003
Business Administration and Management, General
Bank of the West April 2014 - Present
Wells Fargo July 2013 - April 2014
Bank of America March 2012 - May 2013
Fifth Third Securities July 2009 - March 2012
Edward Jones October 2008 - July 2009
Longhorn Steakhouse October 2006 - October 2008
Education
Grand Valley State University 2003 — 2006
B.S, Business Management; Tourism Systems
Saginaw Valley State University 2001 — 2003
Business Administration and Management, General
Thomas (Tom) Millwood Thomas (Tom) Millwood's Edward Jones Experience June 2014 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - August 2015
Transition November 2011 - June 2014
Aerotek November 2012 - March 2013
Cenveo February 2011 - October 2011
MeadWestvaco September 2004 - February 2011
MeadWestvaco August 2000 - September 2004
MeadWestvaco (MWV) February 1985 - August 2000
Skills
ACES, Locator, OPS..., Asset Managment, Budget Monitoring,..., Business Acumen, Business Development, Continuous Improvement, Customer Centric..., Distribution Strategies, ES&H/SH&E Leadership, Financial Leadership, High..., Inventory Management, Innovation Management, ISO 9001-2008, Labor Relations, P & L Ownership, Product Costing, SAP, PeopleSoft,..., Staff Development, Strategic Human..., Strategic Leadership, Strategic Proposal..., Union Relations, Warehouse Management, Leadership, Negotiation, SAP, Customer Satisfaction, Pricing, Iso 9000, PeopleSoft, Plant Management, Proposal Writing, Account Reconciliation, Management, Operations Management, Purchasing, Strategic Planning, Competitive Analysis, Manufacturing Operations, Forecasting, Budgets, Packaging, Strategy, Lean Manufacturing, Contract Negotiation, Asset Management, P&L Management, Manufacturing, Sales Operations
Education
Georgia State University 1985 — 1985
B.A., Management, Organizational Theory
Edward Jones June 2014 - August 2015
Transition November 2011 - June 2014
Aerotek November 2012 - March 2013
Cenveo February 2011 - October 2011
MeadWestvaco September 2004 - February 2011
MeadWestvaco August 2000 - September 2004
MeadWestvaco (MWV) February 1985 - August 2000
Skills
ACES, Locator, OPS..., Asset Managment, Budget Monitoring,..., Business Acumen, Business Development, Continuous Improvement, Customer Centric..., Distribution Strategies, ES&H/SH&E Leadership, Financial Leadership, High..., Inventory Management, Innovation Management, ISO 9001-2008, Labor Relations, P & L Ownership, Product Costing, SAP, PeopleSoft,..., Staff Development, Strategic Human..., Strategic Leadership, Strategic Proposal..., Union Relations, Warehouse Management, Leadership, Negotiation, SAP, Customer Satisfaction, Pricing, Iso 9000, PeopleSoft, Plant Management, Proposal Writing, Account Reconciliation, Management, Operations Management, Purchasing, Strategic Planning, Competitive Analysis, Manufacturing Operations, Forecasting, Budgets, Packaging, Strategy, Lean Manufacturing, Contract Negotiation, Asset Management, P&L Management, Manufacturing, Sales Operations
Education
Georgia State University 1985 — 1985
B.A., Management, Organizational Theory
Barb Simmons Barb Simmons's Edward Jones Experience November 2013 - Present
Job Human Resources Talent Manager
Industry Human Resources
Experience
Edward Jones November 2013 - Present
Edward Jones October 2013 - November 2013
RecruitPro 2006 - 2013
Fire Panel LLC May 2006 - January 2012
Federal Signal Corporation February 1999 - January 2006
Vactor Manufacturing August 1994 - August 1998
Skills
Recruiting, Training, Training Management, HR Management, Strategic Planning, Human Resources, Labor Relations, Employee Benefits, Benefits Administration, Employment..., Employee Recognition, Employee Management, Employee Relations, Employee Wellness, Department Budgeting, Process Improvement, Talent Acquisition, Personnel Management, Conflict Resolution, Culture Change, Management, Change Management, Team Building, Leadership Development, Organizational..., Interviews, Sales, Sourcing, HRIS, Performance Management, Leadership, Deferred Compensation, Mergers & Acquisitions, Contract Negotiation, Talent Management, Executive Search, Workforce Planning, Onboarding, Account Management, Coaching, Strategy, College Recruiting, Negotiation, Executive Management, Internet Recruiting, FMLA, Operations Management, Cold Calling, Vendor Management, Applicant Tracking...
Education
Governors State University 1990 — 1994
BA, concentrations in Management & Communications
Edward Jones November 2013 - Present
Edward Jones October 2013 - November 2013
RecruitPro 2006 - 2013
Fire Panel LLC May 2006 - January 2012
Federal Signal Corporation February 1999 - January 2006
Vactor Manufacturing August 1994 - August 1998
Skills
Recruiting, Training, Training Management, HR Management, Strategic Planning, Human Resources, Labor Relations, Employee Benefits, Benefits Administration, Employment..., Employee Recognition, Employee Management, Employee Relations, Employee Wellness, Department Budgeting, Process Improvement, Talent Acquisition, Personnel Management, Conflict Resolution, Culture Change, Management, Change Management, Team Building, Leadership Development, Organizational..., Interviews, Sales, Sourcing, HRIS, Performance Management, Leadership, Deferred Compensation, Mergers & Acquisitions, Contract Negotiation, Talent Management, Executive Search, Workforce Planning, Onboarding, Account Management, Coaching, Strategy, College Recruiting, Negotiation, Executive Management, Internet Recruiting, FMLA, Operations Management, Cold Calling, Vendor Management, Applicant Tracking...
Education
Governors State University 1990 — 1994
BA, concentrations in Management & Communications
Ericka Schaefer Ericka Schaefer's Edward Jones Experience June 2011 - August 2012
Job Executive Assistant at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group April 2013 - Present
New England Financial, A MetLife Company August 2012 - April 2013
Edward Jones June 2011 - August 2012
William Woods University August 2008 - May 2011
American Association of People with Disabilities June 2010 - August 2010
Education
Grand Canyon University 2012 — 2015
Master's of Business Administration (MBA) and Master's of Science in Leadership (MS)
William Woods University 2008 — 2011
Bachelor of Science, Political and Legal Studies
Parker High School 2004 — 2008
North Star Resource Group April 2013 - Present
New England Financial, A MetLife Company August 2012 - April 2013
Edward Jones June 2011 - August 2012
William Woods University August 2008 - May 2011
American Association of People with Disabilities June 2010 - August 2010
Education
Grand Canyon University 2012 — 2015
Master's of Business Administration (MBA) and Master's of Science in Leadership (MS)
William Woods University 2008 — 2011
Bachelor of Science, Political and Legal Studies
Parker High School 2004 — 2008
Jon Safko Jon Safko's Edward Jones Experience April 2014 - March 2015
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Edward Jones April 2014 - March 2015
AirWatch by VMware June 2013 - January 2014
Ryder System, Inc. November 2010 - May 2013
Enterprise Rent-A-Car October 2009 - September 2010
Skills
Series 7, Series 66, Uniform Combined State..., Variable Products, accident, life &..., Accident Insurance, Life Insurance, Life & Health Insurance..., Sales, CRM, Finance, New Business Development, Management, Customer Retention, Asset Management, Investments, Sales Process, Volunteering
Education
Georgia State University 2004 — 2009
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. March 2015 - Present
Edward Jones April 2014 - March 2015
AirWatch by VMware June 2013 - January 2014
Ryder System, Inc. November 2010 - May 2013
Enterprise Rent-A-Car October 2009 - September 2010
Skills
Series 7, Series 66, Uniform Combined State..., Variable Products, accident, life &..., Accident Insurance, Life Insurance, Life & Health Insurance..., Sales, CRM, Finance, New Business Development, Management, Customer Retention, Asset Management, Investments, Sales Process, Volunteering
Education
Georgia State University 2004 — 2009
Bachelor of Science (B.S.)
Abigail Ballard Abigail Ballard's Edward Jones Experience June 2014 - August 2014
Job Human Resources Intern at Dematic
Industry Human Resources
Experience
Dematic April 2015 - Present
Edward Jones June 2014 - August 2014
Target May 2012 - May 2014
Skills
Finance, Human Resources, Leadership, Communication, Customer Service, Time Management, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Team Leadership, Team Building, Cashiering
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.49
West Ottawa High School 2007 — 2011
High School Diploma
Dematic April 2015 - Present
Edward Jones June 2014 - August 2014
Target May 2012 - May 2014
Skills
Finance, Human Resources, Leadership, Communication, Customer Service, Time Management, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Team Leadership, Team Building, Cashiering
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.49
West Ottawa High School 2007 — 2011
High School Diploma
Molly Andoe Molly Andoe's Edward Jones Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Edward Jones July 2014 - Present
USA Water Polo January 2013 - November 2013
VMI Keydet Club May 2012 - July 2012
Huntington Surf & Sport April 2010 - August 2011
Disneyland Resort October 2009 - April 2010
Skills
Leadership, Communication, Logistics, Building Customer..., Dependable Team Player, Critical Thinking, Time Management, Public Speaking, Teamwork, Customer Service, Sales, Marketing, Financial Analysis, Finance
Education
Virginia Military Institute 2011 — 2014
Bachelor of Arts (BA), Psychology
Golden West College 2009 — 2011
Associate of Arts (AA), Communication, General
Edward Jones November 2014 - Present
Edward Jones July 2014 - Present
USA Water Polo January 2013 - November 2013
VMI Keydet Club May 2012 - July 2012
Huntington Surf & Sport April 2010 - August 2011
Disneyland Resort October 2009 - April 2010
Skills
Leadership, Communication, Logistics, Building Customer..., Dependable Team Player, Critical Thinking, Time Management, Public Speaking, Teamwork, Customer Service, Sales, Marketing, Financial Analysis, Finance
Education
Virginia Military Institute 2011 — 2014
Bachelor of Arts (BA), Psychology
Golden West College 2009 — 2011
Associate of Arts (AA), Communication, General
Brad Graham MPH, SCLA, SIP Brad Graham MPH, SCLA, SIP's Edward Jones Experience 1987 - 1989
Job StrataCare/Bunch Care Solutions, A Xerox Company Vice President of Shared Services
Industry Insurance
Experience
Bunch CareSolutions and Stratacare, a Xerox Company September 2013 - Present
CorVel Corporation March 2008 - January 2013
Specialty Risk Services 1990 - 2008
Edward Jones 1987 - 1989
Skills
Workers Compensation, Claims Management, Claims, Litigation Management, Claims Administration, Medical Provider..., Medical Bill Review, Primary Prevention, Public Health, Wellness, Medical Billing, Health Insurance, Claim, Claim Investigation, Legal Liability, PPO, Commercial Insurance, Professional Liability, Managed Care, Liability, Healthcare Management, Casualty, Provider Relations, Healthcare, Property & Casualty..., Medicare, Insurance, Disease Management, Leadership, Case Managment, Workers' Compensation..., HIPAA, Employee Benefits, Medicaid, Utilization Management, Brokers, Healthcare Industry, Pharmacy Benefit..., Claims Resolution, Healthcare Consulting, Long-term Care, Disability Insurance, Home Care, Network Development, Physicians, Underwriting, Reinsurance, Revenue Cycle, Physician Relations, Management
Education
Walden University 2008 — 2010
MPH, Public Health
Grace College & Seminary 1982 — 1987
BS, Business
Bunch CareSolutions and Stratacare, a Xerox Company September 2013 - Present
CorVel Corporation March 2008 - January 2013
Specialty Risk Services 1990 - 2008
Edward Jones 1987 - 1989
Skills
Workers Compensation, Claims Management, Claims, Litigation Management, Claims Administration, Medical Provider..., Medical Bill Review, Primary Prevention, Public Health, Wellness, Medical Billing, Health Insurance, Claim, Claim Investigation, Legal Liability, PPO, Commercial Insurance, Professional Liability, Managed Care, Liability, Healthcare Management, Casualty, Provider Relations, Healthcare, Property & Casualty..., Medicare, Insurance, Disease Management, Leadership, Case Managment, Workers' Compensation..., HIPAA, Employee Benefits, Medicaid, Utilization Management, Brokers, Healthcare Industry, Pharmacy Benefit..., Claims Resolution, Healthcare Consulting, Long-term Care, Disability Insurance, Home Care, Network Development, Physicians, Underwriting, Reinsurance, Revenue Cycle, Physician Relations, Management
Education
Walden University 2008 — 2010
MPH, Public Health
Grace College & Seminary 1982 — 1987
BS, Business
Nate Loback Nate Loback's Edward Jones Experience September 2007 - June 2008
Job
Industry Mining & Metals
Experience
Newmont Mining Corporation March 2012 - Present
Forte Project Management June 2011 - March 2012
PSAV November 2010 - December 2011
Ford Audio Video July 2008 - November 2010
Edward Jones September 2007 - June 2008
Calvary South Denver May 2006 - September 2007
Fastlane Productions July 2003 - May 2006
Skills
Video Conferencing, Unified Communications, Global Video..., Lync Server 2013, Networking, Polycom Video..., Crestron, AV, Project Management, Corporate Events, C-level support, Video, Audio Engineering, VoIP, Vendor Management, Cisco Technologies, WAAS, InfoBlox, Visio, System Design, Cross-functional Team..., Wayfinding
Education
The Conservatory of Recording Arts & Sciences 2001 — 2002
Degree
Grand Canyon University 1999 — 2001
B.A.
Whitworth University 1997 — 1999
Newmont Mining Corporation March 2012 - Present
Forte Project Management June 2011 - March 2012
PSAV November 2010 - December 2011
Ford Audio Video July 2008 - November 2010
Edward Jones September 2007 - June 2008
Calvary South Denver May 2006 - September 2007
Fastlane Productions July 2003 - May 2006
Skills
Video Conferencing, Unified Communications, Global Video..., Lync Server 2013, Networking, Polycom Video..., Crestron, AV, Project Management, Corporate Events, C-level support, Video, Audio Engineering, VoIP, Vendor Management, Cisco Technologies, WAAS, InfoBlox, Visio, System Design, Cross-functional Team..., Wayfinding
Education
The Conservatory of Recording Arts & Sciences 2001 — 2002
Degree
Grand Canyon University 1999 — 2001
B.A.
Whitworth University 1997 — 1999
Karen A. Cooney Karen A. Cooney's Edward Jones Experience 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Eisele Law Firm 2009 - 2011
California-Asia Business Council September 2009 - November 2009
ITA 2002 - 2008
Eisele Law Firm 1994 - 2001
Spokane County Prosecuting Attorney's Office 1987 - 1989
Skills
Business Development, Project Management, Public Speaking, Estate Planning, Training, Strategic Planning, Research
Education
Gonzaga University School of Law
Juris Doctor
Mills College
BA, Biology
Edward Jones 2011 - Present
Eisele Law Firm 2009 - 2011
California-Asia Business Council September 2009 - November 2009
ITA 2002 - 2008
Eisele Law Firm 1994 - 2001
Spokane County Prosecuting Attorney's Office 1987 - 1989
Skills
Business Development, Project Management, Public Speaking, Estate Planning, Training, Strategic Planning, Research
Education
Gonzaga University School of Law
Juris Doctor
Mills College
BA, Biology
Rachel Lesperance Rachel Lesperance's Edward Jones Experience May 2000 - December 2003
Job Customer Service Agent at Delta Air Lines
Industry Individual & Family Services
Experience
Delta Air Lines October 2012 - Present
UPS January 2011 - June 2013
Georgia Citizens Coalition on Hunger July 2009 - December 2010
The Coalition 4 Exemplary Schools January 2009 - January 2010
Edward Jones May 2000 - December 2003
AMVESCAP 1996 - 2000
Skills
Retirement Planning, Series 7, Mutual Funds, Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Fixed Annuities, Investment Advisory, IRAs, Retirement, Series 63, Asset Allocation, 401k, Financial Advisory, Life Insurance, Disability Insurance, Program Management, Employee Benefits, Leadership, Public Speaking, Insurance, Customer Service, Financial Planning, Training, Sales, Team Building, Financial Services, Management, Process Improvement, Strategic Planning, Team Leadership, Social Media, Microsoft Office, Nonprofits
Education
Georgia Perimeter College
Associate's degree, Business Administration, Management and Operations
B. E, Mays High 1983 — 1987
Mathematics and science
Georgia State University
Associate of Science (AS), Business Administration and Management, General
Delta Air Lines October 2012 - Present
UPS January 2011 - June 2013
Georgia Citizens Coalition on Hunger July 2009 - December 2010
The Coalition 4 Exemplary Schools January 2009 - January 2010
Edward Jones May 2000 - December 2003
AMVESCAP 1996 - 2000
Skills
Retirement Planning, Series 7, Mutual Funds, Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Fixed Annuities, Investment Advisory, IRAs, Retirement, Series 63, Asset Allocation, 401k, Financial Advisory, Life Insurance, Disability Insurance, Program Management, Employee Benefits, Leadership, Public Speaking, Insurance, Customer Service, Financial Planning, Training, Sales, Team Building, Financial Services, Management, Process Improvement, Strategic Planning, Team Leadership, Social Media, Microsoft Office, Nonprofits
Education
Georgia Perimeter College
Associate's degree, Business Administration, Management and Operations
B. E, Mays High 1983 — 1987
Mathematics and science
Georgia State University
Associate of Science (AS), Business Administration and Management, General
Latavius Powell Latavius Powell's Edward Jones Experience October 2005 - January 2008
Job President & CEO at CSG Wealth Management
Industry Financial Services
Experience
CSG Wealth Management January 2010 - Present
Merrill Lynch January 2008 - April 2010
Edward Jones October 2005 - January 2008
Skills
Retirement Planning, Wealth Management, Mortgage Lending, Mutual Funds, Wealth, Asset Managment, Investments, Finance, Estate Planning, Asset Allocation, Series 7, Strategic Financial..., Managerial Finance, Investment Strategies, Financial Advisory, Financial Planning, Customer Service, Public Speaking, Asset Management
Education
Georgia Southern University 2000 — 2006
CSG Wealth Management January 2010 - Present
Merrill Lynch January 2008 - April 2010
Edward Jones October 2005 - January 2008
Skills
Retirement Planning, Wealth Management, Mortgage Lending, Mutual Funds, Wealth, Asset Managment, Investments, Finance, Estate Planning, Asset Allocation, Series 7, Strategic Financial..., Managerial Finance, Investment Strategies, Financial Advisory, Financial Planning, Customer Service, Public Speaking, Asset Management
Education
Georgia Southern University 2000 — 2006
Nick Figueira Nick Figueira's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
GivingRoom.com, March 2008 - October 2008
AuctionWire March 2008 - September 2008
Skills
Strategic Financial..., Wealth, Retirement Planning, Investments, Wealth Management, Investment Advisory, Securities, Insurance
Education
Georgian College 2003 — 2007
Business Marketing, Business/Corporate Communications
Edward Jones October 2008 - Present
GivingRoom.com, March 2008 - October 2008
AuctionWire March 2008 - September 2008
Skills
Strategic Financial..., Wealth, Retirement Planning, Investments, Wealth Management, Investment Advisory, Securities, Insurance
Education
Georgian College 2003 — 2007
Business Marketing, Business/Corporate Communications
Brittany Swanson Brittany Swanson's Edward Jones Experience July 2013 - August 2013
Job Student at Georgia Southern University
Industry Financial Services
Experience
Georgia Southern University August 2011 - Present
Edward Jones July 2013 - August 2013
Gwinnett county parks and recreation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Accounting, Leadership, Team Leadership, Data Analysis, Outlook, Data Entry
Education
Georgia Southern University 2011 — 2015
Georgia Southern University August 2011 - Present
Edward Jones July 2013 - August 2013
Gwinnett county parks and recreation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Accounting, Leadership, Team Leadership, Data Analysis, Outlook, Data Entry
Education
Georgia Southern University 2011 — 2015
Chad Klassen, AAMS Chad Klassen, AAMS's Edward Jones Experience April 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
United Prairie Bank July 2000 - January 2007
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Advisory, Finance, Portfolio Management, Insurance, Wealth Management, Investment Advisory, IRAs, Mutual Funds, Life Insurance Analysis, Long-Term Care Planning, Wakeboarding
Education
Iowa Western College 1995 — 1998
Associate of Applied Science, Ag Business
Grace University 1994 — 1998
Bachelor of Science, Bible Humanities
Edward Jones April 2007 - Present
United Prairie Bank July 2000 - January 2007
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Advisory, Finance, Portfolio Management, Insurance, Wealth Management, Investment Advisory, IRAs, Mutual Funds, Life Insurance Analysis, Long-Term Care Planning, Wakeboarding
Education
Iowa Western College 1995 — 1998
Associate of Applied Science, Ag Business
Grace University 1994 — 1998
Bachelor of Science, Bible Humanities
Christina Kramer Christina Kramer's Edward Jones Experience 2007 - 2008
Job Compliance Officer/Associate Vice President/Investment Advisor Representative
Industry Financial Services
Experience
Primerica March 2012 - Present
Renegar-Driggers Machinery 2008 - Present
MacKenzie Young Advisors 2008 - March 2012
Edward Jones 2007 - 2008
Wachovia Wealth Management 2006 - 2007
SunTrust Investment Services 2001 - 2004
Skills
Strategic Financial..., Investments, Portfolio Management, Finance, Banking, Financial Analysis, Financial Reporting, Insurance, Management, Investment Banking, Financial Services, Investment Advisory, Financial Advisory, Investment Advisory..., Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, General Business with an emphasis in Finance
The University of Tennessee at Chattanooga 2002 — 2004
Masters, Elementary Education
The University of Tennessee at Chattanooga 1997 — 2001
B.S., Finance
Primerica March 2012 - Present
Renegar-Driggers Machinery 2008 - Present
MacKenzie Young Advisors 2008 - March 2012
Edward Jones 2007 - 2008
Wachovia Wealth Management 2006 - 2007
SunTrust Investment Services 2001 - 2004
Skills
Strategic Financial..., Investments, Portfolio Management, Finance, Banking, Financial Analysis, Financial Reporting, Insurance, Management, Investment Banking, Financial Services, Investment Advisory, Financial Advisory, Investment Advisory..., Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, General Business with an emphasis in Finance
The University of Tennessee at Chattanooga 2002 — 2004
Masters, Elementary Education
The University of Tennessee at Chattanooga 1997 — 2001
B.S., Finance
Mark Hoppe, CFA Mark Hoppe, CFA's Edward Jones Experience April 2011 - Present
Job Senior Analyst
Industry Financial Services
Experience
Edward Jones April 2011 - Present
BeManaged May 2007 - April 2011
Mill Steel Company July 2006 - December 2006
Northwestern Mutual April 2006 - July 2006
Education
Grand Valley State University 2004 — 2008
BBA, Finance, Accounting, Philosophy
Edward Jones April 2011 - Present
BeManaged May 2007 - April 2011
Mill Steel Company July 2006 - December 2006
Northwestern Mutual April 2006 - July 2006
Education
Grand Valley State University 2004 — 2008
BBA, Finance, Accounting, Philosophy
Brian Kelly, CFP® Brian Kelly, CFP®'s Edward Jones Experience January 2002 - March 2005
Job Resident Financial Planner at Financial Finesse
Industry Financial Services
Experience
Financial Finesse June 2015 - Present
FW Investment Centre/ Lincoln Financial Advisors April 2012 - June 2015
Kelly Financial Strategies March 2005 - May 2012
Edward Jones January 2002 - March 2005
UBS PaineWebber October 1999 - January 2002
Miller Brands of Omaha 1989 - 1998
US Army Reserves January 1987 - January 1995
Skills
Retirement Planning, Financial Planning, Asset Management, 401k, Alternative Investments, Insurance, Wealth Management, Series 7, Investments, Retirement Income..., Asset Allocation, Investment Advisory, Series 66
Education
Grace University 2009 — 2011
Bachelor’s Degree, Psychology
University of Nebraska at Omaha 1987 — 1994
Business Administration and Management, General
Metropolitan Community College 2003 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements CFP(R) Designation, FInancial Planning
Financial Finesse June 2015 - Present
FW Investment Centre/ Lincoln Financial Advisors April 2012 - June 2015
Kelly Financial Strategies March 2005 - May 2012
Edward Jones January 2002 - March 2005
UBS PaineWebber October 1999 - January 2002
Miller Brands of Omaha 1989 - 1998
US Army Reserves January 1987 - January 1995
Skills
Retirement Planning, Financial Planning, Asset Management, 401k, Alternative Investments, Insurance, Wealth Management, Series 7, Investments, Retirement Income..., Asset Allocation, Investment Advisory, Series 66
Education
Grace University 2009 — 2011
Bachelor’s Degree, Psychology
University of Nebraska at Omaha 1987 — 1994
Business Administration and Management, General
Metropolitan Community College 2003 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements CFP(R) Designation, FInancial Planning
Josh Bryant, CPA Josh Bryant, CPA's Edward Jones Experience June 2006 - May 2007
Job Retail Assistant Controller at Tommy Bahama
Industry Accounting
Experience
Tommy Bahama May 2014 - Present
Tommy Bahama November 2012 - May 2014
McGladrey LLP September 2007 - November 2012
Edward Jones June 2006 - May 2007
Maxim Healthcare Services May 2006 - September 2006
Skills
GAAP, Financial Statements, Accounting, Auditing, Financial Reporting, Internal Controls, Accounts Payable, General Ledger, Accounts Receivable, Financial Analysis, Account Reconciliation, Outlook, Microsoft Excel, Revenue Recognition, SEC filings, Sarbanes-Oxley Act
Education
Gonzaga University 2004 — 2007
Business, Accounting
Big Bend Community College 2002 — 2004
AA
Tommy Bahama May 2014 - Present
Tommy Bahama November 2012 - May 2014
McGladrey LLP September 2007 - November 2012
Edward Jones June 2006 - May 2007
Maxim Healthcare Services May 2006 - September 2006
Skills
GAAP, Financial Statements, Accounting, Auditing, Financial Reporting, Internal Controls, Accounts Payable, General Ledger, Accounts Receivable, Financial Analysis, Account Reconciliation, Outlook, Microsoft Excel, Revenue Recognition, SEC filings, Sarbanes-Oxley Act
Education
Gonzaga University 2004 — 2007
Business, Accounting
Big Bend Community College 2002 — 2004
AA
Brian Griner Brian Griner's Edward Jones Experience July 1993 - February 1994
Job VP, IT Audit Manager at EverBank
Industry Information Technology and Services
Experience
EverBank March 2015 - Present
EverBank June 2013 - February 2015
EverBank June 2012 - May 2013
Availity June 2011 - June 2012
Techncial Financial Solutions, LLC December 2008 - January 2011
Southern Lifestyles, Inc April 1996 - December 2008
Bank of America March 1994 - April 1996
Edward Jones July 1993 - February 1994
Skills
Project Management, SSAE 16, SAS70, Governance, IT Audit, ITGC
Education
Georgia Southern University 1987 — 1992
BBA, Finance
EverBank March 2015 - Present
EverBank June 2013 - February 2015
EverBank June 2012 - May 2013
Availity June 2011 - June 2012
Techncial Financial Solutions, LLC December 2008 - January 2011
Southern Lifestyles, Inc April 1996 - December 2008
Bank of America March 1994 - April 1996
Edward Jones July 1993 - February 1994
Skills
Project Management, SSAE 16, SAS70, Governance, IT Audit, ITGC
Education
Georgia Southern University 1987 — 1992
BBA, Finance
Matt Loss's Edward Jones Experience April 2010 - Present
Job Financial Advisor for Edward Jones
Industry Financial Services
Experience
Edward Jones April 2010 - Present
Hertz Equipment Rental September 2003 - September 2009
Quality Installation Consultants June 2002 - September 2003
SOMA Blue, Inc. August 2001 - May 2002
S. Lichtenberg & Co. November 1999 - February 2001
Education
The University of Georgia 1996 — 1999
Bachelor of Business Administration, Marketing
Georgia Southern University 1995 — 1996
N/A, Biology
Edward Jones April 2010 - Present
Hertz Equipment Rental September 2003 - September 2009
Quality Installation Consultants June 2002 - September 2003
SOMA Blue, Inc. August 2001 - May 2002
S. Lichtenberg & Co. November 1999 - February 2001
Education
The University of Georgia 1996 — 1999
Bachelor of Business Administration, Marketing
Georgia Southern University 1995 — 1996
N/A, Biology
Michel Manuel Michel Manuel's Edward Jones Experience 2003 - 2005
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services June 2015 - Present
Stone Coast Fund Services November 2011 - June 2015
Allen & Company January 2011 - June 2011
SEI Investments 2009 - January 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
JPMorgan Chase 2005 - 2007
Edward Jones 2003 - 2005
Skills
Equities, Fund Accounting, Hedge Funds, Portfolio Management, Accounting, Account Reconciliation, ETFs, Bloomberg, Fund Administration, Series 7, Series 63, Asset Allocation, Fixed Income, Options, Relationship Management, Corporate Actions, Mutual Funds, Financial Services, Derivatives, Securities, Financial Reporting
Education
Goldey-Beacom College 2006 — 2008
MBA, Financial Management
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Bachelor of Science, Finance
University of New Haven 2000 — 2004
Charter School of Wilmington 1996 — 2000
Stone Coast Fund Services June 2015 - Present
Stone Coast Fund Services November 2011 - June 2015
Allen & Company January 2011 - June 2011
SEI Investments 2009 - January 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
JPMorgan Chase 2005 - 2007
Edward Jones 2003 - 2005
Skills
Equities, Fund Accounting, Hedge Funds, Portfolio Management, Accounting, Account Reconciliation, ETFs, Bloomberg, Fund Administration, Series 7, Series 63, Asset Allocation, Fixed Income, Options, Relationship Management, Corporate Actions, Mutual Funds, Financial Services, Derivatives, Securities, Financial Reporting
Education
Goldey-Beacom College 2006 — 2008
MBA, Financial Management
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Bachelor of Science, Finance
University of New Haven 2000 — 2004
Charter School of Wilmington 1996 — 2000
Chris Van Timmeren Chris Van Timmeren's Edward Jones Experience July 2001 - June 2005
Job Vice President of Business Development
Industry Construction
Experience
Construction News Service of Michigan January 2009 - Present
Construction News Service 2007 - Present
Builders Eye Production Company September 2005 - September 2007
Edward Jones July 2001 - June 2005
GFT Spot Forex CFDs Spread Bets September 1998 - September 2001
GFT Spot Forex CFDs Spread Bets September 1999 - September 2000
Benteler Automotive 1995 - 1998
Education
Grand Valley State University 1993 — 1995
Construction News Service of Michigan January 2009 - Present
Construction News Service 2007 - Present
Builders Eye Production Company September 2005 - September 2007
Edward Jones July 2001 - June 2005
GFT Spot Forex CFDs Spread Bets September 1998 - September 2001
GFT Spot Forex CFDs Spread Bets September 1999 - September 2000
Benteler Automotive 1995 - 1998
Education
Grand Valley State University 1993 — 1995
Willie Maddox's Edward Jones Experience March 2005 - October 2010
Job CFO Girl Scouts of Eastern WA and Northern ID
Industry Nonprofit Organization Management
Experience
Girl Scouts of Eastern WA and Northern ID January 2012 - Present
RA Parent 2014 - 2015
BBVA March 2011 - January 2012
Edward Jones March 2005 - October 2010
US Navy January 1994 - June 2004
US Navy March 1982 - December 1993
Skills
Mathematics, Training, Mentoring, Operational Planning, Security Clearance, DoD, Military Experience, Military Operations, Command, National Security, Government Contracting, Government, Operations Management, Leadership, Program Management, Process Improvement, Defense, Team Building, Logistics Management, Army, Budgets, Fundraising, Strategic Planning
Education
Grand Canyon University 2013 — 2016
Doctor of Business Administration, Business
Brenau University 1992 — 1993
Masters of Business Administration, MBA
University of North Florida 1991 — 1993
Bachelor of Arts in Mathematics Education, Math Education
Eastern Washington University
Florida community college Jacksonville
Georgia Military College
Mohegan community college
Valdosta State University
Girl Scouts of Eastern WA and Northern ID January 2012 - Present
RA Parent 2014 - 2015
BBVA March 2011 - January 2012
Edward Jones March 2005 - October 2010
US Navy January 1994 - June 2004
US Navy March 1982 - December 1993
Skills
Mathematics, Training, Mentoring, Operational Planning, Security Clearance, DoD, Military Experience, Military Operations, Command, National Security, Government Contracting, Government, Operations Management, Leadership, Program Management, Process Improvement, Defense, Team Building, Logistics Management, Army, Budgets, Fundraising, Strategic Planning
Education
Grand Canyon University 2013 — 2016
Doctor of Business Administration, Business
Brenau University 1992 — 1993
Masters of Business Administration, MBA
University of North Florida 1991 — 1993
Bachelor of Arts in Mathematics Education, Math Education
Eastern Washington University
Florida community college Jacksonville
Georgia Military College
Mohegan community college
Valdosta State University
Nicole Neals Nicole Neals's Edward Jones Experience August 2010 - May 2011
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA May 2011 - Present
Edward Jones August 2010 - May 2011
Green Monster May 2010 - August 2010
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
USAA May 2011 - Present
Edward Jones August 2010 - May 2011
Green Monster May 2010 - August 2010
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gordon Fowler Gordon Fowler's Edward Jones Experience November 1986 - February 1988
Job Owner at Gordon E Fowler, LLC
Industry Law Practice
Experience
Taylor English Duma LLP 2005 - Present
Gordon E Fowler, LLC 2003 - Present
John Wieland Homes May 1989 - July 1998
Edward Jones November 1986 - February 1988
Skills
Estate Planning, Wills, Trusts, Powers of Attorney, Advance Directives for..., Estate Administration, Special Needs Trusts, Charities, Conservation Easements, Legal Writing
Education
Georgia State University College of Law 1998 — 2002
J.D., Law
North Carolina State University 1969 — 1973
PAMS, Math
Taylor English Duma LLP 2005 - Present
Gordon E Fowler, LLC 2003 - Present
John Wieland Homes May 1989 - July 1998
Edward Jones November 1986 - February 1988
Skills
Estate Planning, Wills, Trusts, Powers of Attorney, Advance Directives for..., Estate Administration, Special Needs Trusts, Charities, Conservation Easements, Legal Writing
Education
Georgia State University College of Law 1998 — 2002
J.D., Law
North Carolina State University 1969 — 1973
PAMS, Math
Kayla Watson Kayla Watson's Edward Jones Experience August 2013 - Present
Job Student at Gonzaga University
Industry Human Resources
Experience
Edward Jones August 2013 - Present
Gonzaga University September 2009 - Present
Coffee Cravings 2008 - 2013
Skills
PowerPoint, Microsoft Office, Facebook, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Customer Service, Time Management, Social Networking, Leadership, Photoshop, Critical Thinking
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Marketing
Walla Walla High School 2005 — 2009
Edward Jones August 2013 - Present
Gonzaga University September 2009 - Present
Coffee Cravings 2008 - 2013
Skills
PowerPoint, Microsoft Office, Facebook, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Customer Service, Time Management, Social Networking, Leadership, Photoshop, Critical Thinking
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Marketing
Walla Walla High School 2005 — 2009
Allison Jorgensen Allison Jorgensen's Edward Jones Experience January 2008 - Present
Job MSW Candidate at Denver University GSSW Program
Industry Individual & Family Services
Experience
University of Denver GSSW Program 2013 - Present
Congregational Church of the Valley April 2009 - Present
Holy Yoga April 2008 - Present
Edward Jones January 2008 - Present
Coal Ridge High School 2010 - 2014
Edward Jones January 2010 - December 2012
Skills
Microsoft Office, Public Speaking, Coaching, Community Outreach, Teaching, Mutual Funds, Morningstar, IRAs, Retirement Planning, Fixed Annuities, 401k, FINRA, Securities, Calendars, Nonprofits, Event Planning, Leadership, Leadership Development, Customer Service, Research, Administration, Volunteer Management
Education
University of Denver 2013 — 2015
Master of Social Work (M.S.W.), Clinical/Medical Social Work
Gordon Conwell Theological Seminary 1990 — 1995
Supported my husband as he got his MDiv.
Wheaton Graduate School 1984 — 1984
Outdoor Education
Grove City College 1980 — 1983
Bachelor of Arts (B.A.), Sociology/Religion
University of Denver GSSW Program 2013 - Present
Congregational Church of the Valley April 2009 - Present
Holy Yoga April 2008 - Present
Edward Jones January 2008 - Present
Coal Ridge High School 2010 - 2014
Edward Jones January 2010 - December 2012
Skills
Microsoft Office, Public Speaking, Coaching, Community Outreach, Teaching, Mutual Funds, Morningstar, IRAs, Retirement Planning, Fixed Annuities, 401k, FINRA, Securities, Calendars, Nonprofits, Event Planning, Leadership, Leadership Development, Customer Service, Research, Administration, Volunteer Management
Education
University of Denver 2013 — 2015
Master of Social Work (M.S.W.), Clinical/Medical Social Work
Gordon Conwell Theological Seminary 1990 — 1995
Supported my husband as he got his MDiv.
Wheaton Graduate School 1984 — 1984
Outdoor Education
Grove City College 1980 — 1983
Bachelor of Arts (B.A.), Sociology/Religion
Paul Brinson Paul Brinson's Edward Jones Experience 2008 - 2012
Job President/Owner, GA Home Contractor
Industry Construction
Experience
GA Home Contractor April 2012 - Present
Edward Jones 2008 - 2012
Branch Properties 2006 - 2007
JE Dunn Construction March 2005 - 2006
Skills
Knowledge and..., Value Engineering, Project Estimation, Real Estate Development, Submittals, Green Building, Sales, Proposal Writing, Strategic Planning, Project Bidding, Change Orders, New Business Development, Customer Service, Pre-construction, Project Management, Insurance, Materials, Team Building, Project Planning, Doors, Plumbing
Education
Georgia Southern University 2000 — 2005
Bachelor of Science (BS), Building Construction Technology
GA Home Contractor April 2012 - Present
Edward Jones 2008 - 2012
Branch Properties 2006 - 2007
JE Dunn Construction March 2005 - 2006
Skills
Knowledge and..., Value Engineering, Project Estimation, Real Estate Development, Submittals, Green Building, Sales, Proposal Writing, Strategic Planning, Project Bidding, Change Orders, New Business Development, Customer Service, Pre-construction, Project Management, Insurance, Materials, Team Building, Project Planning, Doors, Plumbing
Education
Georgia Southern University 2000 — 2005
Bachelor of Science (BS), Building Construction Technology
Brittany Krcatovich Brittany Krcatovich's Edward Jones Experience September 2010 - April 2012
Job Student in Mechanical Engineering
Industry Mechanical or Industrial Engineering
Experience
Integrity Financial Service, LLC April 2012 - June 2013
Edward Jones September 2010 - April 2012
Korn/Ferry International February 2011 - August 2011
The Philadelphia Center February 2011 - May 2011
Edward Jones June 2010 - August 2010
Benteler Automotive June 2006 - August 2010
Center Street Bistro May 2010 - July 2010
Hope College May 2010 - June 2010
Hope College January 2010 - May 2010
Hope College May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Research, Customer Service
Education
Grand Valley State University 2013 — 2017
Bachelor's Degree, Mechanical Engineering
The Philadelphia Center 2011 — 2011
Hope College 2006 — 2011
BA, Economics
Holland High 2002 — 2006
Integrity Financial Service, LLC April 2012 - June 2013
Edward Jones September 2010 - April 2012
Korn/Ferry International February 2011 - August 2011
The Philadelphia Center February 2011 - May 2011
Edward Jones June 2010 - August 2010
Benteler Automotive June 2006 - August 2010
Center Street Bistro May 2010 - July 2010
Hope College May 2010 - June 2010
Hope College January 2010 - May 2010
Hope College May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Research, Customer Service
Education
Grand Valley State University 2013 — 2017
Bachelor's Degree, Mechanical Engineering
The Philadelphia Center 2011 — 2011
Hope College 2006 — 2011
BA, Economics
Holland High 2002 — 2006
Erin (Mohl) Head Erin (Mohl) Head's Edward Jones Experience April 2012 - September 2013
Job Merchandiser at Chloe + Isabel Inc.
Industry Apparel & Fashion
Experience
Chloe + Isabel Inc. August 2015 - Present
Peak Pro Staffing August 2013 - August 2015
Edward Jones April 2012 - September 2013
Non-Profit March 2011 - September 2011
PGi September 2001 - March 2011
Skills
Servant Leadership, Leadership Development, Process Improvement, Organizational..., Data Analysis, Project Manager, Human Resources, Excellent Communication, Trainer, Mentor, Program Management, Employee Training, Marketing
Education
Gonzaga University 2009 — 2011
M.A, Organizational Leadership
University of Colorado, Letters Arts and Sciences 2000 — 2002
B.A, Communication
Chloe + Isabel Inc. August 2015 - Present
Peak Pro Staffing August 2013 - August 2015
Edward Jones April 2012 - September 2013
Non-Profit March 2011 - September 2011
PGi September 2001 - March 2011
Skills
Servant Leadership, Leadership Development, Process Improvement, Organizational..., Data Analysis, Project Manager, Human Resources, Excellent Communication, Trainer, Mentor, Program Management, Employee Training, Marketing
Education
Gonzaga University 2009 — 2011
M.A, Organizational Leadership
University of Colorado, Letters Arts and Sciences 2000 — 2002
B.A, Communication
Steve Jones II Steve Jones II's Edward Jones Experience December 2007 - August 2010
Job Liberty Executive Management Advisors
Industry Management Consulting
Experience
Liberty Executive Management Advisors, LLC October 2012 - Present
NAON Foundation February 2011 - Present
Capstone Financial August 2010 - October 2012
Edward Jones December 2007 - August 2010
UPS April 1998 - December 2007
Skills
Leadership, Management Consulting, Life Insurance, Strategic Planning, Human Resources, Fundraising, Transportation, Account Management, Sales, Budgets, Sales Management
Education
Georgia State University
Liberty Executive Management Advisors, LLC October 2012 - Present
NAON Foundation February 2011 - Present
Capstone Financial August 2010 - October 2012
Edward Jones December 2007 - August 2010
UPS April 1998 - December 2007
Skills
Leadership, Management Consulting, Life Insurance, Strategic Planning, Human Resources, Fundraising, Transportation, Account Management, Sales, Budgets, Sales Management
Education
Georgia State University
Deanna Kostelecky Deanna Kostelecky's Edward Jones Experience December 2010 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Edward Jones December 2010 - December 2011
Dollar & Sense Tax Accounting March 2010 - November 2011
Robert Half International/Accountemps January 2009 - June 2009
HomeComings Financial Network LLC June 1999 - September 2008
New America Capital Markets September 1998 - May 1999
Investors Mortgage Company February 1995 - September 1998
Ford Consumer Finance Company August 1993 - December 1994
American General Finance Corporation May 1982 - August 1993
Education
Green River Community College 1979 — 1980
Auburn Sr. High School 1975 — 1978
Edward Jones December 2010 - Present
Edward Jones December 2010 - December 2011
Dollar & Sense Tax Accounting March 2010 - November 2011
Robert Half International/Accountemps January 2009 - June 2009
HomeComings Financial Network LLC June 1999 - September 2008
New America Capital Markets September 1998 - May 1999
Investors Mortgage Company February 1995 - September 1998
Ford Consumer Finance Company August 1993 - December 1994
American General Finance Corporation May 1982 - August 1993
Education
Green River Community College 1979 — 1980
Auburn Sr. High School 1975 — 1978
Wendy Gerber Wendy Gerber's Edward Jones Experience January 2001 - Present
Job Sr BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Beldoch Industries January 1990 - June 1996
Beldoch Industries December 1988 - December 1989
Education
Green Mountain College 1975 — 1977
AA, Business
Darien High School 1972 — 1975
Edward Jones January 2001 - Present
Beldoch Industries January 1990 - June 1996
Beldoch Industries December 1988 - December 1989
Education
Green Mountain College 1975 — 1977
AA, Business
Darien High School 1972 — 1975
JaLisa Jones's Edward Jones Experience June 2012 - August 2012
Job Health Account Intern at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2015 - Present
Georgia State University January 2015 - Present
Georgia State University August 2014 - December 2014
Macy's Herald Square (New York, NY) May 2013 - August 2013
Edward Jones June 2012 - August 2012
Tech Data June 2011 - August 2011
Skills
Leadership, PowerPoint, Public Speaking, Customer Service, Microsoft Office, Data Analysis, Marketing, Community Outreach, Social Media, Event Planning, Research, Microsoft Excel, Nonprofits, Social Networking, Public Relations, Strategic Planning, Teaching, Access, Advertising, Project Planning, Coaching, Budgets, Team Building, Recruiting, Retail, Stata, Business Planning, Microsoft Word
Education
Georgia State University 2014 — 2016
Master's Degree, Public Health
Spelman College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Booz Allen Hamilton June 2015 - Present
Georgia State University January 2015 - Present
Georgia State University August 2014 - December 2014
Macy's Herald Square (New York, NY) May 2013 - August 2013
Edward Jones June 2012 - August 2012
Tech Data June 2011 - August 2011
Skills
Leadership, PowerPoint, Public Speaking, Customer Service, Microsoft Office, Data Analysis, Marketing, Community Outreach, Social Media, Event Planning, Research, Microsoft Excel, Nonprofits, Social Networking, Public Relations, Strategic Planning, Teaching, Access, Advertising, Project Planning, Coaching, Budgets, Team Building, Recruiting, Retail, Stata, Business Planning, Microsoft Word
Education
Georgia State University 2014 — 2016
Master's Degree, Public Health
Spelman College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jessica Munch Jessica Munch's Edward Jones Experience March 2011 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2011 - Present
Tractor Supply Company October 2010 - January 2011
Skills
Time Management, Customer Service, Data Entry, Budgets, Retail
Education
Green River Community College 2015 — 2018
Engineering
Central Washington University 2008 — 2010
Bachelor of Business Administration, Business Administration and Management, General
Olympic College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
Edward Jones March 2011 - Present
Tractor Supply Company October 2010 - January 2011
Skills
Time Management, Customer Service, Data Entry, Budgets, Retail
Education
Green River Community College 2015 — 2018
Engineering
Central Washington University 2008 — 2010
Bachelor of Business Administration, Business Administration and Management, General
Olympic College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
John Puckett John Puckett's Edward Jones Experience May 2008 - April 2009
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Wells Fargo March 2013 - September 2014
Integrated Planning Solutions April 2011 - July 2012
New York Life Insurance Company April 2009 - April 2011
Edward Jones May 2008 - April 2009
Hull Middle School January 2006 - May 2008
Skills
Retirement Planning, Estate Planning, Financial Planning, Long-term Care, Start-ups, Business Planning, Financial Reporting, Corporate Finance, Finance, Human Resources, Payroll, Employee Benefits, Strategic Financial..., Leadership, Investments, Financial Analysis, Series 7, series 66, Team Building, Management, Financial Advisory, Retirement, Life Insurance, Insurance, Uniform Combined State...
Education
Oglethorpe University 2015 — 2017
Certified Financial Planner Program
Georgia Southern University 2003 — 2005
BS, Sport Management with minor in Business Admin.
Middle Georgia College 2001 — 2003
A.S., Business Administration
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Wells Fargo March 2013 - September 2014
Integrated Planning Solutions April 2011 - July 2012
New York Life Insurance Company April 2009 - April 2011
Edward Jones May 2008 - April 2009
Hull Middle School January 2006 - May 2008
Skills
Retirement Planning, Estate Planning, Financial Planning, Long-term Care, Start-ups, Business Planning, Financial Reporting, Corporate Finance, Finance, Human Resources, Payroll, Employee Benefits, Strategic Financial..., Leadership, Investments, Financial Analysis, Series 7, series 66, Team Building, Management, Financial Advisory, Retirement, Life Insurance, Insurance, Uniform Combined State...
Education
Oglethorpe University 2015 — 2017
Certified Financial Planner Program
Georgia Southern University 2003 — 2005
BS, Sport Management with minor in Business Admin.
Middle Georgia College 2001 — 2003
A.S., Business Administration
Deb Maleski Nowicki Deb Maleski Nowicki's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
National Wine & Spirits Michigan June 2007 - January 2015
Ahd Vintners 2005 - 2007
Kent Beverage 2000 - 2005
Skills
Wine, Beer, Sales, Management, Beverage Industry, Sales Management, Wine Tasting, Key Account Management, Key Account Development, Alcoholic Beverages, Winemaking, National Accounts, Product Development, Market Planning, Pricing
Education
Grand Valley State University 1992 — 1995
Grand Rapids Community College 1988 — 1992
Associate of Arts (A.A.), General Studies
Edward Jones January 2015 - Present
National Wine & Spirits Michigan June 2007 - January 2015
Ahd Vintners 2005 - 2007
Kent Beverage 2000 - 2005
Skills
Wine, Beer, Sales, Management, Beverage Industry, Sales Management, Wine Tasting, Key Account Management, Key Account Development, Alcoholic Beverages, Winemaking, National Accounts, Product Development, Market Planning, Pricing
Education
Grand Valley State University 1992 — 1995
Grand Rapids Community College 1988 — 1992
Associate of Arts (A.A.), General Studies
Jennifer Raynor's Edward Jones Experience September 2014 - Present
Job
Industry Financial Services
Experience
Edward Jones September 2014 - Present
PeopleShare September 2013 - September 2014
PeopleShare March 2012 - September 2013
The Abraham Lincoln Hotel July 2010 - March 2012
Applause Catering + Events 2009 - 2010
RiverCrest Golf Club June 2008 - September 2009
Skills
Recruiting, Accounting, Quickbooks, Accounts Payable, Accounts Receivable, Billing, Meeting Planning, Invoicing, Catering, Catering Sales, Corporate Events, Wedding Planning, Hospitality, Hospitality Management
Education
Grand Valley State University 2004 — 2008
BA of Science, Hospitality and Tourism Management
Edward Jones September 2014 - Present
PeopleShare September 2013 - September 2014
PeopleShare March 2012 - September 2013
The Abraham Lincoln Hotel July 2010 - March 2012
Applause Catering + Events 2009 - 2010
RiverCrest Golf Club June 2008 - September 2009
Skills
Recruiting, Accounting, Quickbooks, Accounts Payable, Accounts Receivable, Billing, Meeting Planning, Invoicing, Catering, Catering Sales, Corporate Events, Wedding Planning, Hospitality, Hospitality Management
Education
Grand Valley State University 2004 — 2008
BA of Science, Hospitality and Tourism Management
Jamie Camp Royal Jamie Camp Royal's Edward Jones Experience July 2015 - Present
Job BOA
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Berkshire Hathaway HomeServices Georgia Properties 2014 - Present
Various October 2013 - Present
Camp Kids Academy, Inc January 2008 - October 2014
Mark A. Camp Builders, Inc June 2000 - October 2011
Berkshire Hathaway HomeServices January 2004 - May 2011
United States Federal Court, Bankruptcy Division January 1999 - February 2003
Skills
Real Estate Transactions, Negotiation, Management, Marketing, Leadership, Customer Service, Small Business, Investment Properties, Legal, Federal Courts, Property Management, Finance, Real Property, Residential Homes, Construction, Payroll, Real Estate, Selling, Budgets, Contract Negotiation, Advertising, Public Relations, Process Scheduler, Commercial Real Estate, Sales, Strategic Planning, Investors
Education
Gordon College (GA) 1997 — 2000
Nursing
2004 - Gaddy School of Real Estate
Licensed, Nursing/ Business Major
Newnan High School
High School Diploma
Southern Crescent Technical College
Business/ Computer
Edward Jones July 2015 - Present
Berkshire Hathaway HomeServices Georgia Properties 2014 - Present
Various October 2013 - Present
Camp Kids Academy, Inc January 2008 - October 2014
Mark A. Camp Builders, Inc June 2000 - October 2011
Berkshire Hathaway HomeServices January 2004 - May 2011
United States Federal Court, Bankruptcy Division January 1999 - February 2003
Skills
Real Estate Transactions, Negotiation, Management, Marketing, Leadership, Customer Service, Small Business, Investment Properties, Legal, Federal Courts, Property Management, Finance, Real Property, Residential Homes, Construction, Payroll, Real Estate, Selling, Budgets, Contract Negotiation, Advertising, Public Relations, Process Scheduler, Commercial Real Estate, Sales, Strategic Planning, Investors
Education
Gordon College (GA) 1997 — 2000
Nursing
2004 - Gaddy School of Real Estate
Licensed, Nursing/ Business Major
Newnan High School
High School Diploma
Southern Crescent Technical College
Business/ Computer
Erica (Wall) Ballantyne Erica (Wall) Ballantyne's Edward Jones Experience December 2004 - November 2005
Job HR Generalist at Post Holdings
Industry Staffing and Recruiting
Experience
Post Holdings May 2015 - Present
Post Holdings January 2013 - Present
Nestle Purina January 2011 - December 2012
Smurfit Stone March 2010 - December 2010
Aerotek E&E November 2005 - February 2009
Edward Jones December 2004 - November 2005
Education
Graceland University 2000 — 2004
B.A. Public Relations
Post Holdings May 2015 - Present
Post Holdings January 2013 - Present
Nestle Purina January 2011 - December 2012
Smurfit Stone March 2010 - December 2010
Aerotek E&E November 2005 - February 2009
Edward Jones December 2004 - November 2005
Education
Graceland University 2000 — 2004
B.A. Public Relations
Aungelina Chapman's Edward Jones Experience July 2014 - July 2015
Job HR Department at IDORA INC (internship)
Industry Human Resources
Experience
IDORA INC. ( Popeyes) July 2015 - Present
Celebration worship center June 2015 - Present
SHRM McNeese Chapter May 2015 - Present
Edward Jones July 2014 - July 2015
LaGrange High School May 2013 - May 2014
Skills
Human Resources, Performance Management, Recruiting, Employee Relations, Onboarding, Talent Management, HRIS, Personnel Management, New Hire Orientations, Talent Acquisition, HR Policies, Benefits Administration, Interviews, Organizational..., Employee Engagement, Employee Benefits, Deferred Compensation, Technical Recruiting, Training, Employee Training, Sourcing, Performance Appraisal, Time Management, Leadership, Microsoft Office
Education
Global University 2013 — 2019
Divinity/Ministry
McNeese State University 2013 — 2017
Bachelor's Degree, Human Resources Management/Personnel Administration, General
LaGrange High 2010 — 2013
Diploma
IDORA INC. ( Popeyes) July 2015 - Present
Celebration worship center June 2015 - Present
SHRM McNeese Chapter May 2015 - Present
Edward Jones July 2014 - July 2015
LaGrange High School May 2013 - May 2014
Skills
Human Resources, Performance Management, Recruiting, Employee Relations, Onboarding, Talent Management, HRIS, Personnel Management, New Hire Orientations, Talent Acquisition, HR Policies, Benefits Administration, Interviews, Organizational..., Employee Engagement, Employee Benefits, Deferred Compensation, Technical Recruiting, Training, Employee Training, Sourcing, Performance Appraisal, Time Management, Leadership, Microsoft Office
Education
Global University 2013 — 2019
Divinity/Ministry
McNeese State University 2013 — 2017
Bachelor's Degree, Human Resources Management/Personnel Administration, General
LaGrange High 2010 — 2013
Diploma
Rhonda Hatchett Rhonda Hatchett's Edward Jones Experience March 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Kallis Orthodontics August 2006 - March 2008
AG Edwards October 1996 - April 2006
Upson Regional Medical Center August 1994 - October 1996
Skills
Customer Service, Microsoft Office, Marketing, Data Entry, Time Management, Administrative..., Event Planning, Outlook, Team Building, Microsoft Word, Office Administration, Telephone Skills, Leadership, Sales
Education
Gordon College (GA) 1991 — 1993
Pre-Nursing Studies, Business
Edward Jones March 2010 - Present
Kallis Orthodontics August 2006 - March 2008
AG Edwards October 1996 - April 2006
Upson Regional Medical Center August 1994 - October 1996
Skills
Customer Service, Microsoft Office, Marketing, Data Entry, Time Management, Administrative..., Event Planning, Outlook, Team Building, Microsoft Word, Office Administration, Telephone Skills, Leadership, Sales
Education
Gordon College (GA) 1991 — 1993
Pre-Nursing Studies, Business
Robin Grier, RFC's Edward Jones Experience January 2001 - May 2004
Job Registered Financial Consultant, Registered Principal, Robin Grier Financial Services, Inc.
Industry Financial Services
Experience
Wealth and Retirement Partners November 2004 - Present
S. Forsyth Leads Group May 2001 - Present
Robin Grier Financial Services, Inc. November 2004 - October 2013
Edward Jones January 2001 - May 2004
Johns Creek Business Association September 2001 - December 2003
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Estate Planning, Portfolio Management, Risk Management, Asset Allocation, Investment Strategies, Wealth Management, Insurance, Alternative Investments, Savings, Series 7, Stocks, 401k, Fixed Income, Bonds, Financial Planning, Financial Advisory, Term Life Insurance, Long Term Care, IRA's, Annuities, Retirement Income..., Finance, Life Insurance, Wealth, Disability Insurance, Securities, Financial Planners, Asset Management, Personal Finance, Financial Services, Series 24
Education
Georgia Southwestern State University
Bachelor of Science, Business Administration
The University of Georgia
Wealth and Retirement Partners November 2004 - Present
S. Forsyth Leads Group May 2001 - Present
Robin Grier Financial Services, Inc. November 2004 - October 2013
Edward Jones January 2001 - May 2004
Johns Creek Business Association September 2001 - December 2003
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Estate Planning, Portfolio Management, Risk Management, Asset Allocation, Investment Strategies, Wealth Management, Insurance, Alternative Investments, Savings, Series 7, Stocks, 401k, Fixed Income, Bonds, Financial Planning, Financial Advisory, Term Life Insurance, Long Term Care, IRA's, Annuities, Retirement Income..., Finance, Life Insurance, Wealth, Disability Insurance, Securities, Financial Planners, Asset Management, Personal Finance, Financial Services, Series 24
Education
Georgia Southwestern State University
Bachelor of Science, Business Administration
The University of Georgia
Shaunte Overton Shaunte Overton's Edward Jones Experience April 2007 - May 2008
Job Owner at Prestige Events & Catering by LeChic
Industry Events Services
Experience
Prestige Events & Catering by LeChic June 2008 - Present
Edward Jones April 2007 - May 2008
Safeco Insurance 2001 - 2007
Safeco Insurance 2001 - 2006
Safeco Insurance 2001 - 2006
Skills
Leadership, Team Building, Customer Service, Coaching, Public Speaking, Leadership Development, Nonprofits, Insurance, Microsoft Office, Microsoft Excel, Career Counseling, Community Outreach, Underwriting, Self-esteem, Life Coaching, Small Business..., Small Business Marketing, Training, Marketing, Social Networking, Budgets, Social Media, Event Planning, PowerPoint, Time Management, Fundraising, Social Media Marketing, Marketing Strategy, Teaching, Management, Event Management, Access, Small Business, Strategic Planning, Analysis, Research, Data Entry, Public Relations, Entrepreneurship, Finance, Program Management, Inventory Management, Recruiting, Office Management, Trade Shows
Education
Georgia Southern University 2010 — 2014
Bachelor of Health Science, Public Health Education and Promotion
Prestige Events & Catering by LeChic June 2008 - Present
Edward Jones April 2007 - May 2008
Safeco Insurance 2001 - 2007
Safeco Insurance 2001 - 2006
Safeco Insurance 2001 - 2006
Skills
Leadership, Team Building, Customer Service, Coaching, Public Speaking, Leadership Development, Nonprofits, Insurance, Microsoft Office, Microsoft Excel, Career Counseling, Community Outreach, Underwriting, Self-esteem, Life Coaching, Small Business..., Small Business Marketing, Training, Marketing, Social Networking, Budgets, Social Media, Event Planning, PowerPoint, Time Management, Fundraising, Social Media Marketing, Marketing Strategy, Teaching, Management, Event Management, Access, Small Business, Strategic Planning, Analysis, Research, Data Entry, Public Relations, Entrepreneurship, Finance, Program Management, Inventory Management, Recruiting, Office Management, Trade Shows
Education
Georgia Southern University 2010 — 2014
Bachelor of Health Science, Public Health Education and Promotion
Jim Podewitz's Edward Jones Experience April 2006 - December 2006
Job Communications Projects Specialist at NARCA
Industry Nonprofit Organization Management
Experience
NARCA March 2015 - Present
Navamaze April 2014 - Present
Julieco, Inc. June 2009 - Present
Bild & Company June 2010 - September 2014
The Ride June 2009 - December 2010
Young Pharmacies May 2009 - May 2010
Nelson Publishing January 2007 - March 2008
Edward Jones April 2006 - December 2006
Midwest Fastener Corp. July 1996 - March 2006
Skills
Marketing, Sales, Sales Management, Marketing Strategy, Customer Service, Coaching, Long-term Care, Event Planning, Market Planning, Marketing Communications, Advertising, Social Networking, Training, Social Media, Healthcare Industry, Brand Development, Budgets, Marketing Management, New Business Development, Market Research, Community Outreach, Leadership, SWOT analysis, Event Management
Education
Goshen College 2002 — 2008
BS, Business Management - Organizational Leadership
NARCA March 2015 - Present
Navamaze April 2014 - Present
Julieco, Inc. June 2009 - Present
Bild & Company June 2010 - September 2014
The Ride June 2009 - December 2010
Young Pharmacies May 2009 - May 2010
Nelson Publishing January 2007 - March 2008
Edward Jones April 2006 - December 2006
Midwest Fastener Corp. July 1996 - March 2006
Skills
Marketing, Sales, Sales Management, Marketing Strategy, Customer Service, Coaching, Long-term Care, Event Planning, Market Planning, Marketing Communications, Advertising, Social Networking, Training, Social Media, Healthcare Industry, Brand Development, Budgets, Marketing Management, New Business Development, Market Research, Community Outreach, Leadership, SWOT analysis, Event Management
Education
Goshen College 2002 — 2008
BS, Business Management - Organizational Leadership
Matt Rollins Matt Rollins's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Robinson ISD August 2005 - July 2008
Marlin ISD August 1998 - July 2005
Skills
Fixed Annuities, Life Insurance, Series 7, Long Term Care Insurance, Securities, Mutual Funds, 401k Rollovers, Bonds, Term Life Insurance, IRAs, 401k, Asset Allocation, Uniform Combined State..., Financial Advisory, Portfolio Management
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Edward Jones August 2008 - Present
Robinson ISD August 2005 - July 2008
Marlin ISD August 1998 - July 2005
Skills
Fixed Annuities, Life Insurance, Series 7, Long Term Care Insurance, Securities, Mutual Funds, 401k Rollovers, Bonds, Term Life Insurance, IRAs, 401k, Asset Allocation, Uniform Combined State..., Financial Advisory, Portfolio Management
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Dan Lovell Dan Lovell's Edward Jones Experience March 2013 - December 2013
Job Manager at Eastown Antiques
Industry Retail
Experience
Hello Again October 2013 - Present
Eastown Antiques April 2013 - Present
Edward Jones March 2013 - December 2013
Hope Network Rehabilitation Services September 2010 - September 2012
Farmers Insurance July 2007 - September 2010
Skills
Community Outreach, Mental Health, Program Development, Nonprofits, Teaching, Event Planning, Crisis Intervention, PowerPoint, Customer Service, Interpersonal..., Social Networking, Business Networking, Event Management
Education
Grand Rapids Community College 2001 — 2006
Associate of Arts (AA), General Studies
Grand Valley State University 2004 — 2005
Hello Again October 2013 - Present
Eastown Antiques April 2013 - Present
Edward Jones March 2013 - December 2013
Hope Network Rehabilitation Services September 2010 - September 2012
Farmers Insurance July 2007 - September 2010
Skills
Community Outreach, Mental Health, Program Development, Nonprofits, Teaching, Event Planning, Crisis Intervention, PowerPoint, Customer Service, Interpersonal..., Social Networking, Business Networking, Event Management
Education
Grand Rapids Community College 2001 — 2006
Associate of Arts (AA), General Studies
Grand Valley State University 2004 — 2005
Kelly Chavez Kelly Chavez's Edward Jones Experience June 2015 - Present
Job Rotational Development Professional at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
The University of Arizona May 2013 - May 2015
The University of Arizona April 2013 - May 2015
Edward Jones June 2014 - August 2014
The University of Arizona July 2012 - September 2012
Disneyland Resort May 2010 - December 2010
Hubbard Family Swim School June 2009 - December 2009
LA Fitness December 2007 - August 2008
Pro Results Personal Training October 2006 - August 2007
Northrop Grumman Corporation June 2004 - August 2004
Skills
Customer Service, PowerPoint, Event Planning, Social Networking, Microsoft Word, Leadership, Positive Team Player, Adaptability, Data Analysis, Facebook, Microsoft Excel, Microsoft Office, Social Media Marketing, Teamwork, Team Leadership, Teaching, Social Media, Fundraising, Efficiency, Event Management, Common Sense, Reliability, Advising People, Marketing, Community Outreach, Public Speaking, iMovie, Bloomberg Terminal, SAS, Financial Modeling
Education
University of Arizona 2012 — 2015
Bachelor’s Degree, Finance, General
Glendale Community College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Xavier College Preparatory 2001 — 2005
John Cabot University
Edward Jones June 2015 - Present
The University of Arizona May 2013 - May 2015
The University of Arizona April 2013 - May 2015
Edward Jones June 2014 - August 2014
The University of Arizona July 2012 - September 2012
Disneyland Resort May 2010 - December 2010
Hubbard Family Swim School June 2009 - December 2009
LA Fitness December 2007 - August 2008
Pro Results Personal Training October 2006 - August 2007
Northrop Grumman Corporation June 2004 - August 2004
Skills
Customer Service, PowerPoint, Event Planning, Social Networking, Microsoft Word, Leadership, Positive Team Player, Adaptability, Data Analysis, Facebook, Microsoft Excel, Microsoft Office, Social Media Marketing, Teamwork, Team Leadership, Teaching, Social Media, Fundraising, Efficiency, Event Management, Common Sense, Reliability, Advising People, Marketing, Community Outreach, Public Speaking, iMovie, Bloomberg Terminal, SAS, Financial Modeling
Education
University of Arizona 2012 — 2015
Bachelor’s Degree, Finance, General
Glendale Community College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Xavier College Preparatory 2001 — 2005
John Cabot University
Alesa Cunningham Alesa Cunningham's Edward Jones Experience April 2003 - September 2007
Job Office Manager at Nashua School District
Industry Primary/Secondary Education
Experience
Nashua School District July 2010 - Present
Nashua School District October 2007 - June 2010
Edward Jones April 2003 - September 2007
Skills
Microsoft Office, Outlook, Office Management, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Public Speaking, Data Entry, Customer Service, Nonprofits, Telephone Skills, Access, Coordination, Highly detail oriented, Data Analysis, Recruiting
Education
Gordon College 1976 — 1979
Bachelor of Arts (BA), Economics/Business
Houghton College 1975 — 1976
Nashua School District July 2010 - Present
Nashua School District October 2007 - June 2010
Edward Jones April 2003 - September 2007
Skills
Microsoft Office, Outlook, Office Management, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Public Speaking, Data Entry, Customer Service, Nonprofits, Telephone Skills, Access, Coordination, Highly detail oriented, Data Analysis, Recruiting
Education
Gordon College 1976 — 1979
Bachelor of Arts (BA), Economics/Business
Houghton College 1975 — 1976
Vanessa Ly Vanessa Ly's Edward Jones Experience September 2011 - November 2012
Job Investment Advisor/Legacy Planning & Associates, Inc.
Industry Financial Services
Experience
Legacy Planning & Associates, Inc. January 2015 - Present
Royal Securities Company September 2013 - December 2014
Huntington National Bank December 2012 - September 2013
Edward Jones September 2011 - November 2012
Founders Bank & Trust 2001 - 2010
Old Kent Bank 1999 - 2001
Old Kent Bank 1999 - 2000
Spartan Stores, Inc 1998 - 1999
Huntington National Bank 1997 - 1998
Skills
Microsoft Office Suite..., Excel, Outlook, Credit, Banking, Microsoft Excel, Time Management, Retail, Sales, Customer Service, Finance, Accounting, Loans, Financial Analysis, Investments, Management
Education
Grand Valley State University 1994 — 1997
Bachelor of Business, Finance
Legacy Planning & Associates, Inc. January 2015 - Present
Royal Securities Company September 2013 - December 2014
Huntington National Bank December 2012 - September 2013
Edward Jones September 2011 - November 2012
Founders Bank & Trust 2001 - 2010
Old Kent Bank 1999 - 2001
Old Kent Bank 1999 - 2000
Spartan Stores, Inc 1998 - 1999
Huntington National Bank 1997 - 1998
Skills
Microsoft Office Suite..., Excel, Outlook, Credit, Banking, Microsoft Excel, Time Management, Retail, Sales, Customer Service, Finance, Accounting, Loans, Financial Analysis, Investments, Management
Education
Grand Valley State University 1994 — 1997
Bachelor of Business, Finance
Christa Conn's Edward Jones Experience February 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Lincoln Harris CSG March 2010 - January 2013
Morningstar CFS, Inc. 2008 - 2010
Murphey, Taylor, & Ellis, Inc. 2006 - 2008
Skills
Property Management, Lease Administration, Project Management, Leases, Real Estate, Operations Management, Tenant Retention, Vendor Management, Resource Management, Fair Market Value, Commissioning, Team Leadership, Real Estate Development, MRI Software, Yardi Property..., AvidXchange, Client Relations Skills, New Business Development, Customer Satisfaction, Social Media Marketing, AMTdirect Software, Microsoft Office 2010, SharePoint, Corporate Real Estate, Office 2010, Landlords, Yardi, Management
Education
Georgia Southern University
Stratford Academy
Edward Jones February 2013 - Present
Lincoln Harris CSG March 2010 - January 2013
Morningstar CFS, Inc. 2008 - 2010
Murphey, Taylor, & Ellis, Inc. 2006 - 2008
Skills
Property Management, Lease Administration, Project Management, Leases, Real Estate, Operations Management, Tenant Retention, Vendor Management, Resource Management, Fair Market Value, Commissioning, Team Leadership, Real Estate Development, MRI Software, Yardi Property..., AvidXchange, Client Relations Skills, New Business Development, Customer Satisfaction, Social Media Marketing, AMTdirect Software, Microsoft Office 2010, SharePoint, Corporate Real Estate, Office 2010, Landlords, Yardi, Management
Education
Georgia Southern University
Stratford Academy
Lelea Boutwell Lelea Boutwell's Edward Jones Experience January 2008 - September 2008
Job Experienced Administrative Assistant
Industry Human Resources
Experience
CSM Services October 2008 - May 2011
Edward Jones January 2008 - September 2008
Metro Health Hospital November 2000 - December 2006
Skills
Financial Reporting, Administrative writing, Microsoft Office, Managing Processes, Organization, Analyzing information, Professionalism, Problem Solving, Supply management, Inventory Control, Verbal communication, Account Management, Team Building, Customer Relations, Customer Service, Documentation, Editing, Employee Relations, Hiring, Internet, Team Leadership, Lotus Notes, Operations Management, Photoshop, Purchasing, Quickbooks, Quicken, Notary Public, Sales Support, 10 Key, Data Entry, Typing, Switchboard, Problem collections, Transcription, Bookkeeping, Cash Handling, Personnel Recruiting, Firing, Inspection, Presentation Preparation, Training & Development, Tutoring, Loss Prevention, Security, Time Management, WordPerfect, Peachtree
Education
University of Phoenix 2006 — 2006
Certification, Financial & Insurance Services, 3.6
Grand Rapids Community College 2000 — 2002
Associates, General Studies, 3.375
Sunset Association 1997 — 1997
Certification, Nurse Assisting, 3.75
National Education Center 1993 — 1994
Certification, Medical Assisting, 3.25
CSM Services October 2008 - May 2011
Edward Jones January 2008 - September 2008
Metro Health Hospital November 2000 - December 2006
Skills
Financial Reporting, Administrative writing, Microsoft Office, Managing Processes, Organization, Analyzing information, Professionalism, Problem Solving, Supply management, Inventory Control, Verbal communication, Account Management, Team Building, Customer Relations, Customer Service, Documentation, Editing, Employee Relations, Hiring, Internet, Team Leadership, Lotus Notes, Operations Management, Photoshop, Purchasing, Quickbooks, Quicken, Notary Public, Sales Support, 10 Key, Data Entry, Typing, Switchboard, Problem collections, Transcription, Bookkeeping, Cash Handling, Personnel Recruiting, Firing, Inspection, Presentation Preparation, Training & Development, Tutoring, Loss Prevention, Security, Time Management, WordPerfect, Peachtree
Education
University of Phoenix 2006 — 2006
Certification, Financial & Insurance Services, 3.6
Grand Rapids Community College 2000 — 2002
Associates, General Studies, 3.375
Sunset Association 1997 — 1997
Certification, Nurse Assisting, 3.75
National Education Center 1993 — 1994
Certification, Medical Assisting, 3.25
Dan DeWeerdt Dan DeWeerdt's Edward Jones Experience May 2012 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Mercantile Bank of Michigan March 2007 - May 2012
Louis Padnos Iron & Metal Company May 2006 - March 2007
Action Watersports May 2001 - May 2006
Education
Grand Valley State University 2003 — 2007
Bachelors of, Finance
Edward Jones May 2012 - Present
Mercantile Bank of Michigan March 2007 - May 2012
Louis Padnos Iron & Metal Company May 2006 - March 2007
Action Watersports May 2001 - May 2006
Education
Grand Valley State University 2003 — 2007
Bachelors of, Finance
Robert Colby Robert Colby's Edward Jones Experience April 2015 - Present
Job Financial Advisor and AF Pilot
Industry Financial Services
Experience
Edward Jones April 2015 - Present
United States Air Force June 2007 - Present
United States Air Force October 2009 - Present
United States Air Force August 2011 - Present
United States Air Force February 2008 - March 2009
Skills
Air Force, Aircraft
Education
Gonzaga University 2009 — 2011
Master of Arts, Organizational Leadership
United States Air Force Academy 2003 — 2007
Bachelor of Science, Management
Edward Jones April 2015 - Present
United States Air Force June 2007 - Present
United States Air Force October 2009 - Present
United States Air Force August 2011 - Present
United States Air Force February 2008 - March 2009
Skills
Air Force, Aircraft
Education
Gonzaga University 2009 — 2011
Master of Arts, Organizational Leadership
United States Air Force Academy 2003 — 2007
Bachelor of Science, Management
Rod Barker's Edward Jones Experience July 2014 - Present
Job Financial Advisor Edward Jones
Industry Telecommunications
Experience
Edward Jones July 2014 - Present
US Cellular October 1997 - May 2014
Piney Bowes May 1994 - October 1997
Salem-Teikyo University August 1993 - April 1994
Glenville State College August 1990 - June 1993
Skills
Quotas, Cold Calling, Customer Retention, Cellular Communications, Direct Sales, Wireless, Sales Operations, Customer Satisfaction, Sales Process, Sales Management, Account Management, B2B, Sales, Telecommunications, Customer Service, Forecasting, New Business Development, Leadership, Contract Negotiation, 4G, Marketing, Retail, Marketing Strategy, Team Leadership, Selling, Sales Presentations, Team Building, Recruiting, Time Management, Solution Selling, Customer Experience, Mobile Devices, Wireless Broadband, Strategic Partnerships, Call Centers, M2M, Enterprise Software, Mobile Communications, Mobile Technology, VoIP, Product Marketing, Managed Services, Unified Communications, CRM, Networking, Lead Generation, Building Relationships, T1, Qualifying Prospects
Education
Glenville State College 1986 — 1990
BA, Sports Management
Glenville State College 1986 — 1990
Bachelor of Arts (BA), Sports Management
Edward Jones July 2014 - Present
US Cellular October 1997 - May 2014
Piney Bowes May 1994 - October 1997
Salem-Teikyo University August 1993 - April 1994
Glenville State College August 1990 - June 1993
Skills
Quotas, Cold Calling, Customer Retention, Cellular Communications, Direct Sales, Wireless, Sales Operations, Customer Satisfaction, Sales Process, Sales Management, Account Management, B2B, Sales, Telecommunications, Customer Service, Forecasting, New Business Development, Leadership, Contract Negotiation, 4G, Marketing, Retail, Marketing Strategy, Team Leadership, Selling, Sales Presentations, Team Building, Recruiting, Time Management, Solution Selling, Customer Experience, Mobile Devices, Wireless Broadband, Strategic Partnerships, Call Centers, M2M, Enterprise Software, Mobile Communications, Mobile Technology, VoIP, Product Marketing, Managed Services, Unified Communications, CRM, Networking, Lead Generation, Building Relationships, T1, Qualifying Prospects
Education
Glenville State College 1986 — 1990
BA, Sports Management
Glenville State College 1986 — 1990
Bachelor of Arts (BA), Sports Management
Steven Leggett Steven Leggett's Edward Jones Experience May 2011 - July 2011
Job Senior Business Operations Analyst at Ports America
Industry Transportation/Trucking/Railroad
Experience
Ports America February 2015 - Present
Ports America January 2013 - February 2015
Ports America March 2012 - January 2013
Worley Catastrophe Response, LLC July 2011 - June 2012
Edward Jones May 2011 - July 2011
Whitney National Bank June 2009 - November 2010
Skills
Operations Management, Logistics Management, Logistics, Financial Analysis, Sales, Business Analysis, Direct Sales, Terminal Operations, Vessel Operations, Customs Regulations, Union Relations, QuickBooks, Data Analysis, Management Consulting, Six Sigma, Kaizen, Management, Sales Management, Stevedoring, Oracle Applications, Great Plains Software, Business Objects, Analysis, Container Terminals, Strategic Planning, Hazmat Response, Union Labor, Financial Audits, Internal Audit, Consulting, Strategic Consulting, Gemba Kaizen, Team Building, Customer Service, Training, Leadership
Education
University of Southern Mississippi 2006 — 2007
Master of Science (MS), Business Administration and Management, General, 3.9
Georgia State University 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Georgia State University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Ports America February 2015 - Present
Ports America January 2013 - February 2015
Ports America March 2012 - January 2013
Worley Catastrophe Response, LLC July 2011 - June 2012
Edward Jones May 2011 - July 2011
Whitney National Bank June 2009 - November 2010
Skills
Operations Management, Logistics Management, Logistics, Financial Analysis, Sales, Business Analysis, Direct Sales, Terminal Operations, Vessel Operations, Customs Regulations, Union Relations, QuickBooks, Data Analysis, Management Consulting, Six Sigma, Kaizen, Management, Sales Management, Stevedoring, Oracle Applications, Great Plains Software, Business Objects, Analysis, Container Terminals, Strategic Planning, Hazmat Response, Union Labor, Financial Audits, Internal Audit, Consulting, Strategic Consulting, Gemba Kaizen, Team Building, Customer Service, Training, Leadership
Education
University of Southern Mississippi 2006 — 2007
Master of Science (MS), Business Administration and Management, General, 3.9
Georgia State University 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Georgia State University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Jared Thatcher Jared Thatcher's Edward Jones Experience November 2009 - August 2011
Job Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
US Navy December 2006 - Present
Edward Jones November 2009 - August 2011
Education
Grand Canyon University 2005 — 2007
English
Agua Fria Union High School 2001 — 2005
AXA Advisors August 2011 - Present
US Navy December 2006 - Present
Edward Jones November 2009 - August 2011
Education
Grand Canyon University 2005 — 2007
English
Agua Fria Union High School 2001 — 2005
Sylvia DeWitt Sylvia DeWitt's Edward Jones Experience April 2010 - October 2013
Job Financial Analyst, Ventra GR5 LLC
Industry Automotive
Experience
Ventra GR5 LLC October 2013 - Present
Edward Jones April 2010 - October 2013
Meridian Automotive Systems January 2006 - July 2009
Meridian Automotive Systems June 1998 - January 2006
Lescoa Plant #7 April 1993 - June 1998
Lescoa Plant #4 April 1987 - April 1993
Skills
Human Resources, Recruiting, Employee Relations, Interviews, Manufacturing, Payroll, HRIS, Microsoft Excel, Training, Benefits Administration, Employee Benefits, Deferred Compensation, Leadership, Management, Continuous Improvement, Policy
Education
Grand Rapids Community College 1997 — 1998
Human Resources Management
Ventra GR5 LLC October 2013 - Present
Edward Jones April 2010 - October 2013
Meridian Automotive Systems January 2006 - July 2009
Meridian Automotive Systems June 1998 - January 2006
Lescoa Plant #7 April 1993 - June 1998
Lescoa Plant #4 April 1987 - April 1993
Skills
Human Resources, Recruiting, Employee Relations, Interviews, Manufacturing, Payroll, HRIS, Microsoft Excel, Training, Benefits Administration, Employee Benefits, Deferred Compensation, Leadership, Management, Continuous Improvement, Policy
Education
Grand Rapids Community College 1997 — 1998
Human Resources Management
Richard Reese Richard Reese's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
LTC, US Army, Retired March 1992 - September 2012
Special Operations Command - Joint Training May 2008 - May 2012
Special Operations Training Division, Joint Readiness Training Center June 2006 - May 2008
1st Battalion, 3rd Special Forces Group (Airborne) June 2003 - June 2006
United States Army Special Forces Command (Airborne) June 2002 - June 2003
HHC, USAJFKSWCS (A) February 2001 - June 2002
Skills
Operational Planning, Team Building, Special Operations, Afghanistan, Counterinsurgency, Military Operations, Counterterrorism, Command, Security Clearance, Military, Interagency Coordination, International Relations, Problem Solving, Public Speaking, Contingency Planning, Army, Exercises, Crisis Management, Leadership Development, Military Liaison, Risk Assessment, Project Planning, Military Experience, Government, Program Management, Organizational..., Information Assurance, Intelligence, National Security, Security Operations, DoD, Military Logistics, Force Protection, Security, Tactics, Surveillance, Weapons, Intelligence Analysis, Protection, Security Management, Defense, Physical Security, Risk Management
Education
Georgia Southwestern State University 1987 — 1991
Edward Jones October 2012 - Present
LTC, US Army, Retired March 1992 - September 2012
Special Operations Command - Joint Training May 2008 - May 2012
Special Operations Training Division, Joint Readiness Training Center June 2006 - May 2008
1st Battalion, 3rd Special Forces Group (Airborne) June 2003 - June 2006
United States Army Special Forces Command (Airborne) June 2002 - June 2003
HHC, USAJFKSWCS (A) February 2001 - June 2002
Skills
Operational Planning, Team Building, Special Operations, Afghanistan, Counterinsurgency, Military Operations, Counterterrorism, Command, Security Clearance, Military, Interagency Coordination, International Relations, Problem Solving, Public Speaking, Contingency Planning, Army, Exercises, Crisis Management, Leadership Development, Military Liaison, Risk Assessment, Project Planning, Military Experience, Government, Program Management, Organizational..., Information Assurance, Intelligence, National Security, Security Operations, DoD, Military Logistics, Force Protection, Security, Tactics, Surveillance, Weapons, Intelligence Analysis, Protection, Security Management, Defense, Physical Security, Risk Management
Education
Georgia Southwestern State University 1987 — 1991
Alex McGhee Alex McGhee's Edward Jones Experience December 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Skills
Leadership
Education
Georgia Southern University 2005 — 2010
BS, Finance
Edward Jones December 2010 - Present
Skills
Leadership
Education
Georgia Southern University 2005 — 2010
BS, Finance
Zachary Andrew Zachary Andrew's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
Edward Jones April 2015 - Present
Bird Associates June 2013 - May 2015
Emmett J King, CPA December 2012 - May 2015
Promotions Marketing-AeroSports August 2012 - May 2015
Kmart Corporation November 2011 - July 2013
Atlanta Exhaust & Carpet Cleaning September 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Management, Time Management, Customer Service, Retail, Cashiering, Teamwork, Sales, Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Actuarial Science, Risk Management & Insurance
Grayson High School 2009 — 2010
High School Diploma
Gwinnett School of Mathematics, Science, and Technology 2007 — 2009
Edward Jones April 2015 - Present
Bird Associates June 2013 - May 2015
Emmett J King, CPA December 2012 - May 2015
Promotions Marketing-AeroSports August 2012 - May 2015
Kmart Corporation November 2011 - July 2013
Atlanta Exhaust & Carpet Cleaning September 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Management, Time Management, Customer Service, Retail, Cashiering, Teamwork, Sales, Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Actuarial Science, Risk Management & Insurance
Grayson High School 2009 — 2010
High School Diploma
Gwinnett School of Mathematics, Science, and Technology 2007 — 2009
Ashley Litscher Ashley Litscher's Edward Jones Experience July 2008 - October 2010
Job Accountant at Wisconsin Dells Visitor & Convention Bureau
Industry Accounting
Experience
Wisconsin Dells Visitor & Convention Bureau July 2015 - Present
Edward Jones July 2008 - October 2010
Baraboo National Bank May 2005 - April 2008
Skills
Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Handling, 10 Key, Microsoft Office, Microsoft Excel, GAAP, Fraud Detection, General Ledger
Education
Globe University 2013 — 2015
Bachelor’s Degree, Forensic Accounting
Wisconsin Dells Visitor & Convention Bureau July 2015 - Present
Edward Jones July 2008 - October 2010
Baraboo National Bank May 2005 - April 2008
Skills
Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Handling, 10 Key, Microsoft Office, Microsoft Excel, GAAP, Fraud Detection, General Ledger
Education
Globe University 2013 — 2015
Bachelor’s Degree, Forensic Accounting
Monica Kaiser's Edward Jones Experience December 2003 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2003 - Present
Education
Grand Valley State University 1996 — 2000
Edward Jones December 2003 - Present
Education
Grand Valley State University 1996 — 2000
Cathy McNaughton's Edward Jones Experience 2008 - Present
Job Financial Advisor/Edward Jones Investments
Industry Investment Management
Experience
Edward Jones 2008 - Present
Delta Air Lines, Inc. April 1974 - August 2008
Education
Georgia State University 1972 — 1976
BBA
Russell High School 1968 — 1972
Edward Jones 2008 - Present
Delta Air Lines, Inc. April 1974 - August 2008
Education
Georgia State University 1972 — 1976
BBA
Russell High School 1968 — 1972
Jana Matthias's Edward Jones Experience July 2005 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2005 - Present
Education
Golden Gate University 2000 — 2011
Edward Jones July 2005 - Present
Education
Golden Gate University 2000 — 2011
Jason Bell, CFA's Edward Jones Experience October 2014 - Present
Job Financial Services Executive
Industry Banking
Experience
Edward Jones October 2014 - Present
Capital One 2013 - October 2014
Capital One 2012 - 2013
ING DIRECT 2010 - 2012
ING Direct 2007 - 2010
ING DIRECT 2005 - 2007
Prudential Bank and Trust 2002 - 2004
SunTrust Robinson Humphrey 2000 - 2002
SunTrust Robinson Humphrey 1999 - 2000
Prudential Bank and Trust January 1996 - September 1999
Skills
Credit, Banking, Credit Analysis, Portfolio Management, Investments, Loans, Credit Risk, Economics, Integration, Financial Modeling, Strategy, Valuation, Financial Risk, Finance, Financial Services
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor's Degree, Accounting and Finance
Georgia State University 1994 — 1996
Master's Degree, Finance
Edward Jones October 2014 - Present
Capital One 2013 - October 2014
Capital One 2012 - 2013
ING DIRECT 2010 - 2012
ING Direct 2007 - 2010
ING DIRECT 2005 - 2007
Prudential Bank and Trust 2002 - 2004
SunTrust Robinson Humphrey 2000 - 2002
SunTrust Robinson Humphrey 1999 - 2000
Prudential Bank and Trust January 1996 - September 1999
Skills
Credit, Banking, Credit Analysis, Portfolio Management, Investments, Loans, Credit Risk, Economics, Integration, Financial Modeling, Strategy, Valuation, Financial Risk, Finance, Financial Services
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor's Degree, Accounting and Finance
Georgia State University 1994 — 1996
Master's Degree, Finance
Catherine Coffman's Edward Jones Experience September 2011 - Present
Job Generalist at Edward Jones
Industry Investment Management
Experience
Edward Jones September 2011 - Present
Edward Jones May 2008 - August 2011
Edward Jones July 2006 - May 2008
Skills
Financial Services, Business Analysis, Program Management, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Mutual Funds, Marketing Strategy, Social Media Marketing, Risk Management, Process Improvement, Series 7, Visio, Project Management, Vendor Management, Portfolio Management, Creative Writing, PeopleSoft, Leadership, Project Planning
Education
University of Wisconsin-Platteville 2011 — 2013
MS, Project Management
Grand Canyon University 2007 — 2010
MBA/MSL, Business and Leadership
Edward Jones September 2011 - Present
Edward Jones May 2008 - August 2011
Edward Jones July 2006 - May 2008
Skills
Financial Services, Business Analysis, Program Management, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Mutual Funds, Marketing Strategy, Social Media Marketing, Risk Management, Process Improvement, Series 7, Visio, Project Management, Vendor Management, Portfolio Management, Creative Writing, PeopleSoft, Leadership, Project Planning
Education
University of Wisconsin-Platteville 2011 — 2013
MS, Project Management
Grand Canyon University 2007 — 2010
MBA/MSL, Business and Leadership
Jordan Hausch's Edward Jones Experience October 2008 - July 2009
Job Member Services Operations Manager at LoopNet
Industry Education Management
Experience
LoopNet May 2015 - Present
Golden Gate University February 2015 - Present
Golden Gate University September 2010 - February 2015
Golden Gate University July 2010 - August 2010
Nelson Staffing January 2010 - June 2010
Edward Jones October 2008 - July 2009
Verizon April 2008 - September 2008
Enterprise Rent-A-Car June 2006 - March 2008
Enterprise Rent-A-Car July 2002 - May 2006
Skills
Leadership, Management, Account Management, Business Planning, Team Building, CRM, Program Management, Strategic Planning, Sales, Team Leadership, Process Improvement, Training, Project Management, Marketing, Analysis, Microsoft Office, Financial Analysis, Finance, Budgets, Business Development, Data Analysis, Recruiting, Sales Management, Customer Service, Customer Satisfaction, Coaching, Cold Calling, Event Planning, Sales Recruitment, Microsoft Excel, Sales Operations, Enterprise Software, Nonprofits, Negotiation, Marketing Strategy
Education
Golden Gate University, Edward S. Ageno School of Business 2013 — 2016
Master's Degree, Finance, General, 4.0
Golden Gate University, Edward S. Ageno School of Business 2010 — 2013
Master of Business Administration (MBA), Finance and International Business, Honors
State University of New York at Buffalo 1998 — 2002
Bachelor's Degree, Psychology, HR/Organizational Behavoir
LoopNet May 2015 - Present
Golden Gate University February 2015 - Present
Golden Gate University September 2010 - February 2015
Golden Gate University July 2010 - August 2010
Nelson Staffing January 2010 - June 2010
Edward Jones October 2008 - July 2009
Verizon April 2008 - September 2008
Enterprise Rent-A-Car June 2006 - March 2008
Enterprise Rent-A-Car July 2002 - May 2006
Skills
Leadership, Management, Account Management, Business Planning, Team Building, CRM, Program Management, Strategic Planning, Sales, Team Leadership, Process Improvement, Training, Project Management, Marketing, Analysis, Microsoft Office, Financial Analysis, Finance, Budgets, Business Development, Data Analysis, Recruiting, Sales Management, Customer Service, Customer Satisfaction, Coaching, Cold Calling, Event Planning, Sales Recruitment, Microsoft Excel, Sales Operations, Enterprise Software, Nonprofits, Negotiation, Marketing Strategy
Education
Golden Gate University, Edward S. Ageno School of Business 2013 — 2016
Master's Degree, Finance, General, 4.0
Golden Gate University, Edward S. Ageno School of Business 2010 — 2013
Master of Business Administration (MBA), Finance and International Business, Honors
State University of New York at Buffalo 1998 — 2002
Bachelor's Degree, Psychology, HR/Organizational Behavoir
Deborah Engle's Edward Jones Experience April 2012 - November 2013
Job Temporary at Robert Half Legal/Ofc Team
Industry Legal Services
Experience
Robert Half Legal/Ofc Team December 2013 - Present
Edward Jones April 2012 - November 2013
Office Team August 2011 - April 2012
Temporary Legal Appeal 1991 - 2012
Guy Law Offices December 2010 - July 2011
Law Office of Stephen P. Wolfe May 2010 - October 2010
The Law Firm of Karen J. La Madrid March 2010 - May 2010
temporary assistance by DEBORAH February 2010 - April 2010
Various Temporary Agencies July 2009 - November 2009
Western Adventist Foundation 2005 - 2008
Skills
Above Average Typing, Microsoft Office, MS Excel, Administrative..., Estate Planning, Organization Skills, Personal Injury
Education
Georgia State University 1988 — 1989
None yet, Music and Secretarial Sciences
Walla Walla College 1972 — 1974
No Degree, Music/Secretarial
Robert Half Legal/Ofc Team December 2013 - Present
Edward Jones April 2012 - November 2013
Office Team August 2011 - April 2012
Temporary Legal Appeal 1991 - 2012
Guy Law Offices December 2010 - July 2011
Law Office of Stephen P. Wolfe May 2010 - October 2010
The Law Firm of Karen J. La Madrid March 2010 - May 2010
temporary assistance by DEBORAH February 2010 - April 2010
Various Temporary Agencies July 2009 - November 2009
Western Adventist Foundation 2005 - 2008
Skills
Above Average Typing, Microsoft Office, MS Excel, Administrative..., Estate Planning, Organization Skills, Personal Injury
Education
Georgia State University 1988 — 1989
None yet, Music and Secretarial Sciences
Walla Walla College 1972 — 1974
No Degree, Music/Secretarial
Laura Voticke's Edward Jones Experience 2010 - Present
Job Experienced Media/Marketing Professional
Industry Marketing and Advertising
Experience
Edward Jones 2010 - Present
Spark Communications June 1999 - December 2008
Starcom MediaVest Group June 1997 - June 1999
Leo Burnett May 1993 - June 1997
Education
Governors State University 1990 — 1992
BA, Business, Marketing
Edward Jones 2010 - Present
Spark Communications June 1999 - December 2008
Starcom MediaVest Group June 1997 - June 1999
Leo Burnett May 1993 - June 1997
Education
Governors State University 1990 — 1992
BA, Business, Marketing
Don Watson's Edward Jones Experience March 2009 - January 2010
Job Investments, Retirement Plans, & Succession Planning
Industry Investment Management
Experience
SkyOak Wealth Management February 2010 - Present
Edward Jones March 2009 - January 2010
UBS FInancial Services, Inc. September 2007 - March 2009
Kibble & Prentice January 1998 - November 2004
Skills
Wealth Management, Investments, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Financial Services, Risk Management, Retirement Planning, Estate Planning, Insurance, Investment Advisory, Financial Planners, Mutual Funds, Wealth Management..., Asset Allocation, Asset Managment, Series 7, Disability Insurance, Alternative Investments
Education
University of Washington School of Law 1996 — 1997
Master of Laws (LLM), Tax Law
Seattle University School of Law 1993 — 1996
Law (JD), Law
University of Washington 1986 — 1991
Bachelors of Business Administration (BBA), Business Administration
University of Washington 1986 — 1991
Bachelors of Arts (BA), Political Science
Gonzaga University 1986 — 1987
Eastside Catholic 1982 — 1986
SkyOak Wealth Management February 2010 - Present
Edward Jones March 2009 - January 2010
UBS FInancial Services, Inc. September 2007 - March 2009
Kibble & Prentice January 1998 - November 2004
Skills
Wealth Management, Investments, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Financial Services, Risk Management, Retirement Planning, Estate Planning, Insurance, Investment Advisory, Financial Planners, Mutual Funds, Wealth Management..., Asset Allocation, Asset Managment, Series 7, Disability Insurance, Alternative Investments
Education
University of Washington School of Law 1996 — 1997
Master of Laws (LLM), Tax Law
Seattle University School of Law 1993 — 1996
Law (JD), Law
University of Washington 1986 — 1991
Bachelors of Business Administration (BBA), Business Administration
University of Washington 1986 — 1991
Bachelors of Arts (BA), Political Science
Gonzaga University 1986 — 1987
Eastside Catholic 1982 — 1986
Ryan Rosenmeyer's Edward Jones Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Wells Fargo Financial Leasing April 1997 - September 2010
Skills
Banking, Finance, Management, Team Building, Financial Analysis, Customer Service, Loans, Credit, Risk Management, Portfolio Management
Education
Grand View College
Bachelor of Business Administration (B.B.A.)
Edward Jones September 2010 - Present
Wells Fargo Financial Leasing April 1997 - September 2010
Skills
Banking, Finance, Management, Team Building, Financial Analysis, Customer Service, Loans, Credit, Risk Management, Portfolio Management
Education
Grand View College
Bachelor of Business Administration (B.B.A.)
Amy Ransler's Edward Jones Experience Customer ServiceKinko's1995 - 1997
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Customer ServiceKinko's1995 - 1997
Education
Grand Valley State University 1995 — 1997
University of Michigan 1993 — 1995
Edward Jones Customer ServiceKinko's1995 - 1997
Education
Grand Valley State University 1995 — 1997
University of Michigan 1993 — 1995
Scott Brandon's Edward Jones Experience January 2010 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2010 - September 2010
Alloy Wheel Repair January 2009 - June 2009
Blue Ridge Mountain Waters January 1999 - December 2008
Blue Ridge Mountain Waters January 1999 - December 2008
NTB (National Tire and Battery June 1992 - December 1998
Education
Georgia Southern University 1983 — 1987
BS Technology, Industrial Management
Georgia Southern College
Bachelor of Science Degree, Industrial Management
Edward Jones January 2010 - September 2010
Alloy Wheel Repair January 2009 - June 2009
Blue Ridge Mountain Waters January 1999 - December 2008
Blue Ridge Mountain Waters January 1999 - December 2008
NTB (National Tire and Battery June 1992 - December 1998
Education
Georgia Southern University 1983 — 1987
BS Technology, Industrial Management
Georgia Southern College
Bachelor of Science Degree, Industrial Management
Sonja Lockhart's Edward Jones Experience November 2009 - June 2014
Job Partner Development Coordinator at United Planners Financial Services
Industry Investment Management
Experience
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
Diane Kukulka's Edward Jones Experience August 2008 - September 2008
Job Mortgage Financial Services Professional
Industry Financial Services
Experience
Balboa Insurance Group April 2009 - December 2009
Edward Jones August 2008 - September 2008
Countrywide Home Loans June 2007 - August 2008
1st National Bank of Arizona June 2001 - April 2007
Skills
Process Improvement, Underwriting, Sales, Negotiation, Mortgage Underwriting, Customer Service, Banking, Mortgage Lending, Recruiting, Marketing, Mortgage Banking, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Credit, Real Estate, Leadership
Education
Glendale Community College 1998 — 2000
AA, Liberal Arts
Phoenix College 1984 — 1998
Liberal Arts
Balboa Insurance Group April 2009 - December 2009
Edward Jones August 2008 - September 2008
Countrywide Home Loans June 2007 - August 2008
1st National Bank of Arizona June 2001 - April 2007
Skills
Process Improvement, Underwriting, Sales, Negotiation, Mortgage Underwriting, Customer Service, Banking, Mortgage Lending, Recruiting, Marketing, Mortgage Banking, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Credit, Real Estate, Leadership
Education
Glendale Community College 1998 — 2000
AA, Liberal Arts
Phoenix College 1984 — 1998
Liberal Arts
Ashley Arnsdorff's Edward Jones Experience January 2010 - January 2014
Job Investment Counselor at BB&T Investment Services, Inc.
Industry Financial Services
Experience
BB&T INVESTMENT SERVICES, INC. January 2014 - Present
Edward Jones January 2010 - January 2014
Atlantic Publication Group May 2008 - December 2009
SouthComm Publishing Company, Inc. 1994 - 2006
Skills
Coaching, Retirement Planning, Series 7, Life Insurance, Insurance, Mortgage Lending, Financial Analysis, Strategic Planning, Customer Service, Sales, Budgets, Small Business, Marketing, Risk Management, Public Speaking, Sales Management, Account Management, FHA, New Business Development, Team Building
Education
Georgia Southern University 1987 — 1993
BS, Communications, PR
BB&T INVESTMENT SERVICES, INC. January 2014 - Present
Edward Jones January 2010 - January 2014
Atlantic Publication Group May 2008 - December 2009
SouthComm Publishing Company, Inc. 1994 - 2006
Skills
Coaching, Retirement Planning, Series 7, Life Insurance, Insurance, Mortgage Lending, Financial Analysis, Strategic Planning, Customer Service, Sales, Budgets, Small Business, Marketing, Risk Management, Public Speaking, Sales Management, Account Management, FHA, New Business Development, Team Building
Education
Georgia Southern University 1987 — 1993
BS, Communications, PR
Don Jansma's Edward Jones Experience October 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Grand Rapids Area Chamber of Commerce 2002 - Present
Edward Jones October 2001 - Present
Cascade Engineering 1996 - 1998
Education
Grand Valley State University 1972 — 1976
mba, business: Marketing and Finance
Catholic Central High School
Grand Rapids Area Chamber of Commerce 2002 - Present
Edward Jones October 2001 - Present
Cascade Engineering 1996 - 1998
Education
Grand Valley State University 1972 — 1976
mba, business: Marketing and Finance
Catholic Central High School
Rick Reagan's Edward Jones Experience November 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Grand Canyon University September 2011 - December 2012
Harrison College 2008 - November 2012
Reagan Entertainment Group January 1999 - November 2012
American Diagnostic Medicine April 2000 - February 2011
Harrison College April 2007 - July 2009
Skills
Higher Education, Training, Fundraising, Adult Education, Distance Learning, Team Building, Event Planning, Customer Service, Staff Development, Motivational Speaking, Career Counseling
Education
Grand Canyon University 2011 — 2012
Master of Science, Leadership
Park University 1984 — 1987
B.S., Management
Edward Jones November 2012 - Present
Grand Canyon University September 2011 - December 2012
Harrison College 2008 - November 2012
Reagan Entertainment Group January 1999 - November 2012
American Diagnostic Medicine April 2000 - February 2011
Harrison College April 2007 - July 2009
Skills
Higher Education, Training, Fundraising, Adult Education, Distance Learning, Team Building, Event Planning, Customer Service, Staff Development, Motivational Speaking, Career Counseling
Education
Grand Canyon University 2011 — 2012
Master of Science, Leadership
Park University 1984 — 1987
B.S., Management
Neal Wilhelm's Edward Jones Experience July 2013 - Present
Job Financial Advisor with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Rasmussen College January 2012 - March 2013
MF Global March 2010 - November 2011
ArcelorMittal January 2008 - February 2009
D.M. Vickers and Associates May 2005 - December 2007
Skills
Account Reconciliation, Accounting, Access, Financial Reporting, General Ledger, Sarbanes-Oxley Act, Journal Entries, GAAP, Financial Services, Financial Analysis, Equities, Internal Controls, Internal Audit, Financial Accounting, Finance, Auditing, Risk Management
Education
Georgia Southwestern State University 2003 — 2004
MBA, Business
Valley City State University 1999 — 2003
Bachelor of Science, Accounting
Edward Jones July 2013 - Present
Rasmussen College January 2012 - March 2013
MF Global March 2010 - November 2011
ArcelorMittal January 2008 - February 2009
D.M. Vickers and Associates May 2005 - December 2007
Skills
Account Reconciliation, Accounting, Access, Financial Reporting, General Ledger, Sarbanes-Oxley Act, Journal Entries, GAAP, Financial Services, Financial Analysis, Equities, Internal Controls, Internal Audit, Financial Accounting, Finance, Auditing, Risk Management
Education
Georgia Southwestern State University 2003 — 2004
MBA, Business
Valley City State University 1999 — 2003
Bachelor of Science, Accounting
Mary Charbonneau's Edward Jones Experience 1995 - Present
Job Director Fundraising & Community Outreach, Senior BOA
Industry Nonprofit Organization Management
Experience
Washington Basset Rescue (WABR) 2000 - Present
Edward Jones 1995 - Present
Edward Jones August 2013 - Present
Edward Jones 1999 - 2003
Skills
Strategic Planning, Fundraising, Sales Operations, Customer Service, Community Outreach
Education
Gonzaga University
University of Washington
Washington Basset Rescue (WABR) 2000 - Present
Edward Jones 1995 - Present
Edward Jones August 2013 - Present
Edward Jones 1999 - 2003
Skills
Strategic Planning, Fundraising, Sales Operations, Customer Service, Community Outreach
Education
Gonzaga University
University of Washington
Kris Yarlett's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
US Air Force November 2011 - April 2013
United States Air Force January 2011 - November 2011
451 EAMXS October 2010 - January 2011
19 AMXS July 2009 - January 2011
Skills
Financial Advisor, Security Clearance, Military, Organizational..., Planning, Strategic Planning, Team Building, Operations Management, Military Operations, Aircraft, Program Management, Operational Planning, National Security, Flights, Air Force, Project Planning, DoD
Education
Golden Gate University 2014 — 2016
Master's Degree in Financial Planning, Financial Planning and Services
University of Arkansas at Fayetteville 2011 — 2012
Master's degree, Operations Management
United States Air Force Academy 2004 — 2009
Bachelor's degree, Business Administration and Management, General
Boston University - Metropolitan College
Certificate in Financial Planning, Financial Planning and Services
Edward Jones April 2013 - Present
US Air Force November 2011 - April 2013
United States Air Force January 2011 - November 2011
451 EAMXS October 2010 - January 2011
19 AMXS July 2009 - January 2011
Skills
Financial Advisor, Security Clearance, Military, Organizational..., Planning, Strategic Planning, Team Building, Operations Management, Military Operations, Aircraft, Program Management, Operational Planning, National Security, Flights, Air Force, Project Planning, DoD
Education
Golden Gate University 2014 — 2016
Master's Degree in Financial Planning, Financial Planning and Services
University of Arkansas at Fayetteville 2011 — 2012
Master's degree, Operations Management
United States Air Force Academy 2004 — 2009
Bachelor's degree, Business Administration and Management, General
Boston University - Metropolitan College
Certificate in Financial Planning, Financial Planning and Services
Jeff Dinkel's Edward Jones Experience July 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1998 - Present
Edward Jones July 1998 - Present
Skills
Series 7
Education
Grand Canyon University
MBA
Edward Jones July 1998 - Present
Edward Jones July 1998 - Present
Skills
Series 7
Education
Grand Canyon University
MBA
Gord Oates's Edward Jones Experience March 2010 - October 2010
Job Air Traffic Controller NAV CANADA
Industry Aviation & Aerospace
Experience
NAV CANADA September 2011 - Present
Ally Financial Inc. June 2011 - September 2011
Edward Jones March 2010 - October 2010
Yamaha Motor Canada Ltd. October 2007 - September 2009
DaimlerChrysler Financial Services October 2006 - October 2007
DaimlerChrysler Financial Services May 2006 - October 2006
DaimlerChrysler Financial Services September 2005 - April 2006
DaimlerChrysler Financial Services July 2004 - September 2005
Mercedes-Benz Canada November 1999 - July 2004
Skills
Credit, Account Management, Financial Analysis, Sales Management, Credit Analysis, Sales, Commercial Lending, Forecasting, Process Improvement, Customer Satisfaction, Negotiation, Retail Banking, Finance
Education
Georgian College 1996 — 1999
Business Administration - Automotive Marketing
NAV CANADA September 2011 - Present
Ally Financial Inc. June 2011 - September 2011
Edward Jones March 2010 - October 2010
Yamaha Motor Canada Ltd. October 2007 - September 2009
DaimlerChrysler Financial Services October 2006 - October 2007
DaimlerChrysler Financial Services May 2006 - October 2006
DaimlerChrysler Financial Services September 2005 - April 2006
DaimlerChrysler Financial Services July 2004 - September 2005
Mercedes-Benz Canada November 1999 - July 2004
Skills
Credit, Account Management, Financial Analysis, Sales Management, Credit Analysis, Sales, Commercial Lending, Forecasting, Process Improvement, Customer Satisfaction, Negotiation, Retail Banking, Finance
Education
Georgian College 1996 — 1999
Business Administration - Automotive Marketing
John Seaquist's Edward Jones Experience June 2009 - October 2009
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2009 - Present
Edward Jones June 2009 - October 2009
American General Finance January 2005 - November 2008
American General Finance September 2003 - January 2005
American General Finance May 2000 - September 2003
Education
Glendale Community College 2001 — 2002
Contract Law & Investment Management
Northern Arizona University 1983 — 1986
Bachelor of Science, Advertising/Marketing
Charles Schwab November 2009 - Present
Edward Jones June 2009 - October 2009
American General Finance January 2005 - November 2008
American General Finance September 2003 - January 2005
American General Finance May 2000 - September 2003
Education
Glendale Community College 2001 — 2002
Contract Law & Investment Management
Northern Arizona University 1983 — 1986
Bachelor of Science, Advertising/Marketing
Lauren Singley's Edward Jones Experience 2008 - 2012
Job Owner at Got Pets?
Industry Financial Services
Experience
Got Pets? November 2010 - 2012
Edward Jones 2008 - 2012
Utiliquest November 2005 - April 2008
Education
Georgia Perimeter College
Associates, Business Administration
Got Pets? November 2010 - 2012
Edward Jones 2008 - 2012
Utiliquest November 2005 - April 2008
Education
Georgia Perimeter College
Associates, Business Administration
Lila Brasher's Edward Jones Experience December 1997 - January 2010
Job Entrepreneur at Flamingo Holdings LLC
Industry Financial Services
Experience
Flamingo Holdings LLC March 2013 - Present
Edward Jones December 1997 - January 2010
Georgia Power Company July 1981 - August 1996
Skills
401k Rollovers, Retirement Planning, Series 7, Real Estate Investor
Education
Georgia State University
BBA, Health/Health Care Administration/Management
Villa Rica High School
Flamingo Holdings LLC March 2013 - Present
Edward Jones December 1997 - January 2010
Georgia Power Company July 1981 - August 1996
Skills
401k Rollovers, Retirement Planning, Series 7, Real Estate Investor
Education
Georgia State University
BBA, Health/Health Care Administration/Management
Villa Rica High School
Carol Cimock's Edward Jones Experience February 2011 - Present
Job BOA at Edward Jones
Industry Consumer Services
Experience
Edward Jones February 2011 - Present
Advanced Imaging Solutions February 2007 - April 2009
Regal Financial Group, LLC May 2006 - November 2006
Bankers Life & Casualty March 2003 - May 2006
MCI WorldCom March 1989 - December 2002
Brooks Fiber Communications March 1989 - December 2002
LCI International/US Signal/Teledial America March 1989 - December 2002
Education
New Horizons Computer Learning Center 2010 — 2010
Microsoft Certification
New Horizons Computer Learning Center 2010 — 2010
Microsoft Certification Word 2007
Grand Rapids Community College
Lettinga Business Training Center of Davenport College
Edward Jones February 2011 - Present
Advanced Imaging Solutions February 2007 - April 2009
Regal Financial Group, LLC May 2006 - November 2006
Bankers Life & Casualty March 2003 - May 2006
MCI WorldCom March 1989 - December 2002
Brooks Fiber Communications March 1989 - December 2002
LCI International/US Signal/Teledial America March 1989 - December 2002
Education
New Horizons Computer Learning Center 2010 — 2010
Microsoft Certification
New Horizons Computer Learning Center 2010 — 2010
Microsoft Certification Word 2007
Grand Rapids Community College
Lettinga Business Training Center of Davenport College
Caleb Tucker's Edward Jones Experience June 2011 - September 2011
Job VP Financial Consultant with Charles Schwab/ Level 2 CFA candidate
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab August 2014 - July 2015
Charles Schwab May 2013 - July 2014
Cornerstone Management September 2011 - March 2012
Edward Jones June 2011 - September 2011
Georgia Southern University May 2009 - May 2011
Cornerstone Management July 2010 - August 2010
Education
Georgia Southern University - College of Business Administration 2007 — 2011
BBA, Economics
Charles Schwab July 2015 - Present
Charles Schwab August 2014 - July 2015
Charles Schwab May 2013 - July 2014
Cornerstone Management September 2011 - March 2012
Edward Jones June 2011 - September 2011
Georgia Southern University May 2009 - May 2011
Cornerstone Management July 2010 - August 2010
Education
Georgia Southern University - College of Business Administration 2007 — 2011
BBA, Economics
Hubert Wenzel's Edward Jones Experience May 2007 - August 2007
Job Experienced Accountant / CPA Candidate
Industry Accounting
Experience
Vera Water and Power July 2013 - Present
HTC June 2010 - June 2013
American Red Cross September 2008 - May 2010
Jepson Business School August 2006 - May 2008
Edward Jones May 2007 - August 2007
Skills
Accounting, Accounts Payable, Invoicing, Bookkeeping, Financial Analysis, Microsoft Excel, Financial Reporting, Budgets, Tax Preparation, Concur, Baan ERP, SAP, Microsoft Office, Forecasting, Finance, Outlook
Education
Gonzaga University 2006 — 2010
BBA Accounting, Major - Accounting, Minor - Asian Studies
University of International Business and Economics 2009 — 2009
Asian Studies
Sammamish High School
Sammamish High School
Vera Water and Power July 2013 - Present
HTC June 2010 - June 2013
American Red Cross September 2008 - May 2010
Jepson Business School August 2006 - May 2008
Edward Jones May 2007 - August 2007
Skills
Accounting, Accounts Payable, Invoicing, Bookkeeping, Financial Analysis, Microsoft Excel, Financial Reporting, Budgets, Tax Preparation, Concur, Baan ERP, SAP, Microsoft Office, Forecasting, Finance, Outlook
Education
Gonzaga University 2006 — 2010
BBA Accounting, Major - Accounting, Minor - Asian Studies
University of International Business and Economics 2009 — 2009
Asian Studies
Sammamish High School
Sammamish High School
Amanda Wilson's Edward Jones Experience April 2011 - July 2011
Job Corporate Trust Officer at Christiana Trust
Industry Financial Services
Experience
Christiana Trust, a division of WSFS Bank August 2011 - Present
Edward Jones April 2011 - July 2011
Cecil College April 2008 - April 2011
Education
Wilmington University 2012 — 2015
Master of Business Administration (MBA), Finance
Goldey Beacom College
Bachelor of Science (BS), Human Resources Management
Christiana Trust, a division of WSFS Bank August 2011 - Present
Edward Jones April 2011 - July 2011
Cecil College April 2008 - April 2011
Education
Wilmington University 2012 — 2015
Master of Business Administration (MBA), Finance
Goldey Beacom College
Bachelor of Science (BS), Human Resources Management
Barney Chan's Edward Jones Experience January 1996 - January 1998
Job Family Service Counselor at Holy Sepulche Cemetery
Industry Consumer Services
Experience
Holy Sepulche Cemetery March 2015 - Present
Skylawn Memorial Park February 2014 - March 2015
BC Senior Solutions January 2001 - February 2014
CSAA Insurance Group January 1998 - January 2001
Edward Jones January 1996 - January 1998
Allstate Insurance January 1983 - January 1996
IBM January 1980 - September 1983
Skills
Financial Advisory, Strategic Planning, Finance, Business Development, Team Building, Budgets, Financial Analysis, Sales, Investments, Management, Sales Management, Strategic Financial..., Coaching, Recruiting, Microsoft Office, Process Improvement, Business Strategy, Training, Sales Operations, Marketing
Education
Golden Gate University 1977 — 1992
Bachelor of Science, Management
California Insurance License # 0611883
Holy Sepulche Cemetery March 2015 - Present
Skylawn Memorial Park February 2014 - March 2015
BC Senior Solutions January 2001 - February 2014
CSAA Insurance Group January 1998 - January 2001
Edward Jones January 1996 - January 1998
Allstate Insurance January 1983 - January 1996
IBM January 1980 - September 1983
Skills
Financial Advisory, Strategic Planning, Finance, Business Development, Team Building, Budgets, Financial Analysis, Sales, Investments, Management, Sales Management, Strategic Financial..., Coaching, Recruiting, Microsoft Office, Process Improvement, Business Strategy, Training, Sales Operations, Marketing
Education
Golden Gate University 1977 — 1992
Bachelor of Science, Management
California Insurance License # 0611883
Kiley Salomon's Edward Jones Experience June 2010 - January 2012
Job Business Development Manager at ThinkingPhones
Industry Computer Software
Experience
ThinkingPhones May 2015 - Present
ThinkingPhones February 2015 - May 2015
InsightSquared March 2014 - February 2015
CyberCoders January 2013 - February 2014
ADP March 2012 - October 2012
Edward Jones June 2010 - January 2012
MSU Custodial Services May 2008 - May 2010
Skills
Financial Analysis, Business Analysis, Small Business, Investments, Series 7, Sales, Microsoft Office, Salesforce.com, Consulting, Business Strategy, Retirement, Customer Service, Strategic Financial..., Recruiting, Finance, Microsoft Excel, Market Research, Negotiation, Account Management, Leadership, Budgets, Management, CRM, Training, Sales Operations, Marketing, Banking, Cold Calling, Forecasting, Time Management, Business Development, Employee Benefits, Human Resources, Interviews, Strategy, Sourcing, Team Building, Social Networking, Team Leadership, Analysis, Strategic Planning, College Recruiting, Hiring, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting, Staffing Services, Building Relationships, Employee Relations
Education
Michigan State University 2007 — 2010
Bachelor’s Degree, Finance
Grand Valley State University
ThinkingPhones May 2015 - Present
ThinkingPhones February 2015 - May 2015
InsightSquared March 2014 - February 2015
CyberCoders January 2013 - February 2014
ADP March 2012 - October 2012
Edward Jones June 2010 - January 2012
MSU Custodial Services May 2008 - May 2010
Skills
Financial Analysis, Business Analysis, Small Business, Investments, Series 7, Sales, Microsoft Office, Salesforce.com, Consulting, Business Strategy, Retirement, Customer Service, Strategic Financial..., Recruiting, Finance, Microsoft Excel, Market Research, Negotiation, Account Management, Leadership, Budgets, Management, CRM, Training, Sales Operations, Marketing, Banking, Cold Calling, Forecasting, Time Management, Business Development, Employee Benefits, Human Resources, Interviews, Strategy, Sourcing, Team Building, Social Networking, Team Leadership, Analysis, Strategic Planning, College Recruiting, Hiring, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting, Staffing Services, Building Relationships, Employee Relations
Education
Michigan State University 2007 — 2010
Bachelor’s Degree, Finance
Grand Valley State University
Brande Sanders's Edward Jones Experience July 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2002 - Present
Education
Georgia State University
BBA, Accounting
Edward Jones July 2002 - Present
Education
Georgia State University
BBA, Accounting
sherlyn hatch's Edward Jones Experience June 2006 - Present
Job Adjunct Faculty at Phoenix College
Industry Financial Services
Experience
Phoenix College August 2013 - Present
Edward Jones June 2006 - Present
Western International University July 2010 - July 2014
Skills
Finance, Public Speaking, Higher Education, Leadership Development, Research, Teaching, Data Analysis, Coaching, Strategic Planning, Analysis, Staff Development
Education
Grand Canyon University 2006 — 2007
Masters, Finance
Phoenix College August 2013 - Present
Edward Jones June 2006 - Present
Western International University July 2010 - July 2014
Skills
Finance, Public Speaking, Higher Education, Leadership Development, Research, Teaching, Data Analysis, Coaching, Strategic Planning, Analysis, Staff Development
Education
Grand Canyon University 2006 — 2007
Masters, Finance
Rachel Morton's Edward Jones Experience June 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Paychex July 2012 - June 2013
YP (formerly AT&T Advertising Solutions) August 2004 - July 2012
Skills
Cold Calling, Salesforce.com, Account Management, Lead Generation, B2B, Advertising, Online Advertising, Sales Process, Sales Presentations, Advertising Sales, Sales, SEO, SEM, Online Marketing, Telemarketing, PPC, Mobile Marketing, Marketing Strategy, Customer Retention, Direct Sales
Education
Grand Valley State University 1999 — 2003
Bachelor of Business Administration, Operations Management & International Business
Edward Jones June 2013 - Present
Paychex July 2012 - June 2013
YP (formerly AT&T Advertising Solutions) August 2004 - July 2012
Skills
Cold Calling, Salesforce.com, Account Management, Lead Generation, B2B, Advertising, Online Advertising, Sales Process, Sales Presentations, Advertising Sales, Sales, SEO, SEM, Online Marketing, Telemarketing, PPC, Mobile Marketing, Marketing Strategy, Customer Retention, Direct Sales
Education
Grand Valley State University 1999 — 2003
Bachelor of Business Administration, Operations Management & International Business
Billy Duke, Financial Advisor's Edward Jones Experience July 2002 - January 2005
Job Financial Advisor at Prime Financial Services, Questar Capital Corporation, Questar Asset Management
Industry Financial Services
Experience
Prime Financial Services, Questar Capital Corporation, Questar Asset Management April 2013 - Present
CapSouth Partners February 2010 - April 2013
Wells Fargo Advisors January 2005 - February 2010
Edward Jones July 2002 - January 2005
Allied Automotive Group December 1998 - June 2002
SITA June 1997 - August 1998
Delta Air Lines October 1980 - June 1997
Skills
Microsoft Office, Junxure, Microsoft Word, Microsoft Excel, Strategic Financial..., Financial Planning, Personal Financial..., Investment Management, MoneyGuidePro, Envision, Excel, Word, Erwin, Oracle SQL
Education
Georgia State University 1977 — 1979
Bachelor of Science (B.S.), Education
Jackson High School 1970 — 1974
Prime Financial Services, Questar Capital Corporation, Questar Asset Management April 2013 - Present
CapSouth Partners February 2010 - April 2013
Wells Fargo Advisors January 2005 - February 2010
Edward Jones July 2002 - January 2005
Allied Automotive Group December 1998 - June 2002
SITA June 1997 - August 1998
Delta Air Lines October 1980 - June 1997
Skills
Microsoft Office, Junxure, Microsoft Word, Microsoft Excel, Strategic Financial..., Financial Planning, Personal Financial..., Investment Management, MoneyGuidePro, Envision, Excel, Word, Erwin, Oracle SQL
Education
Georgia State University 1977 — 1979
Bachelor of Science (B.S.), Education
Jackson High School 1970 — 1974
Robert Eskew's Edward Jones Experience April 2010 - September 2010
Job Associate Director at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
THE ESKEW GROUP LLC September 2013 - Present
AIG October 2011 - September 2013
Edward Jones April 2010 - September 2010
Skills
Management, Marketing, Team Building, Insurance, Term Life Insurance, Public Speaking, Microsoft Office, Disability Insurance, Customer Satisfaction, Customer Service, Fixed Annuities, Employee Benefits, Editing, Strategic Planning, Life Insurance, New Business Development, Social Media, Entertainment Management, Band, Blues, Music
Education
Georgia Southern University
Transamerica August 2015 - Present
THE ESKEW GROUP LLC September 2013 - Present
AIG October 2011 - September 2013
Edward Jones April 2010 - September 2010
Skills
Management, Marketing, Team Building, Insurance, Term Life Insurance, Public Speaking, Microsoft Office, Disability Insurance, Customer Satisfaction, Customer Service, Fixed Annuities, Employee Benefits, Editing, Strategic Planning, Life Insurance, New Business Development, Social Media, Entertainment Management, Band, Blues, Music
Education
Georgia Southern University
Brianne Schultz's Edward Jones Experience October 2009 - September 2010
Job Donor Recruitment Representative at American Red Cross
Industry Events Services
Experience
American Red Cross February 2011 - Present
Edward Jones October 2009 - September 2010
Verizon Wireless October 2004 - September 2009
Verizon Wireless June 2000 - October 2004
Skills
Sales Management, Direct Sales, Sales Presentations, Business Networking, Outside Sales, Coaching, Account Management, Territory..., Recruiting, Sales, Sales Operations, Cold Calling, Management
Education
State University of New York Empire State College 2011 — 2013
Bachelor of Science (B.S.), Business Management and Economics
Grand Valley State University 1998 — 2004
Eaton Rapids High School 1994 — 1998
American Red Cross February 2011 - Present
Edward Jones October 2009 - September 2010
Verizon Wireless October 2004 - September 2009
Verizon Wireless June 2000 - October 2004
Skills
Sales Management, Direct Sales, Sales Presentations, Business Networking, Outside Sales, Coaching, Account Management, Territory..., Recruiting, Sales, Sales Operations, Cold Calling, Management
Education
State University of New York Empire State College 2011 — 2013
Bachelor of Science (B.S.), Business Management and Economics
Grand Valley State University 1998 — 2004
Eaton Rapids High School 1994 — 1998
Hugh Constance's Edward Jones Experience March 2001 - March 2003
Job Executive Director at Youth for Chist of Haywood County
Industry Religious Institutions
Experience
Youth for Chist of Haywood County April 2003 - Present
Edward Jones March 2001 - March 2003
Beacon Blankets December 1999 - March 2002
Skills
Non-profits, Public Speaking, Volunteer Management, Fundraising, Community Outreach, Preaching, Theology, Pastoral Care, Leadership Development, Teaching, Program Development, Event Planning, Grant Writing, Discipleship, Strategic Planning
Education
Georgia State University 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
US Navy 1970 — 1978
Aviation Electronics, Electrolysis/Electrology and Electrolysis Technician
Youth for Chist of Haywood County April 2003 - Present
Edward Jones March 2001 - March 2003
Beacon Blankets December 1999 - March 2002
Skills
Non-profits, Public Speaking, Volunteer Management, Fundraising, Community Outreach, Preaching, Theology, Pastoral Care, Leadership Development, Teaching, Program Development, Event Planning, Grant Writing, Discipleship, Strategic Planning
Education
Georgia State University 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
US Navy 1970 — 1978
Aviation Electronics, Electrolysis/Electrology and Electrolysis Technician
jeff rehling's Edward Jones Experience September 2010 - September 2011
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 2015 - Present
Morgan Stanley September 2011 - January 2015
Edward Jones September 2010 - September 2011
Edward Jones July 2007 - September 2010
US Air Force January 2004 - September 2007
Education
Golden Gate University
Master of Public Administration (M.P.A.), Public Administration
University of Phoenix 2012 — 2012
MBA, Business Administration, Management and Operations
Webster University
Masters, Human Resource Management
Lincoln Financial Advisors February 2015 - Present
Morgan Stanley September 2011 - January 2015
Edward Jones September 2010 - September 2011
Edward Jones July 2007 - September 2010
US Air Force January 2004 - September 2007
Education
Golden Gate University
Master of Public Administration (M.P.A.), Public Administration
University of Phoenix 2012 — 2012
MBA, Business Administration, Management and Operations
Webster University
Masters, Human Resource Management
Linda Swalley's Edward Jones Experience June 2005 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2005 - Present
Education
Grand Canyon University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Mt. Hood Community College
Associate of Arts (AA), Design and Applied Arts
Edward Jones June 2005 - Present
Education
Grand Canyon University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Mt. Hood Community College
Associate of Arts (AA), Design and Applied Arts
Angie Sudduth's Edward Jones Experience January 2012 - Present
Job Senior Talent Acquisition Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Edward Jones February 2011 - January 2012
Edward Jones June 2010 - February 2011
Edward Jones September 2006 - June 2010
Keystone Staffing Resources March 2003 - February 2006
Six Flags St. Louis 1996 - 2002
Skills
FINRA Series 7 and 66, Leadership, Finance, Talent Acquisition, Customer Service, Investments, Retirement Planning, Team Building, Strategic Planning, Hiring, Financial Analysis
Education
Missouri Baptist University 1999 — 2002
Bachelor of Science, Business Administration
Graceland University 1998 — 1999
Business Administration
Edward Jones January 2012 - Present
Edward Jones February 2011 - January 2012
Edward Jones June 2010 - February 2011
Edward Jones September 2006 - June 2010
Keystone Staffing Resources March 2003 - February 2006
Six Flags St. Louis 1996 - 2002
Skills
FINRA Series 7 and 66, Leadership, Finance, Talent Acquisition, Customer Service, Investments, Retirement Planning, Team Building, Strategic Planning, Hiring, Financial Analysis
Education
Missouri Baptist University 1999 — 2002
Bachelor of Science, Business Administration
Graceland University 1998 — 1999
Business Administration
Carla Woolsey's Edward Jones Experience June 1997 - October 2001
Job LPL Sr. Registered Client Associate
Industry Financial Services
Experience
LPL Financial October 2001 - Present
Edward Jones June 1997 - October 2001
Skills
Series 7, Series 63
Education
Grayson County College
Associates Business Administration
LPL Financial October 2001 - Present
Edward Jones June 1997 - October 2001
Skills
Series 7, Series 63
Education
Grayson County College
Associates Business Administration
Cathelina Salas's Edward Jones Experience 2002 - 2003
Job Barista at Starbucks
Industry Retail
Experience
Starbucks June 2003 - Present
Northwest Womens Healthcare 2002 - 2003
Edward Jones 2002 - 2003
Skills
Customer Service
Education
Green River Community College 2006 — 2008
Associate of Arts (A.A.)
Kentlake Highschool 1997 — 2000
High school Diploma
Starbucks June 2003 - Present
Northwest Womens Healthcare 2002 - 2003
Edward Jones 2002 - 2003
Skills
Customer Service
Education
Green River Community College 2006 — 2008
Associate of Arts (A.A.)
Kentlake Highschool 1997 — 2000
High school Diploma
Traci Steelman's Edward Jones Experience October 2013 - January 2015
Job Senior Office Manager at Integrity Wealth Strategies
Industry Accounting
Experience
Integrity Wealth Stategies January 2015 - Present
Edward Jones October 2013 - January 2015
Skills
Accounting, Bookkeeping, Financial Analysis, Accounts Payable, Financial Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Microsoft Word, PowerPoint, Spreadsheets, Finance, Accounts Receivable
Education
Grand Canyon University 2012 — 2015
Accounting and Business/Management
Oklahoma State University 1997 — 1999
Integrity Wealth Stategies January 2015 - Present
Edward Jones October 2013 - January 2015
Skills
Accounting, Bookkeeping, Financial Analysis, Accounts Payable, Financial Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Microsoft Word, PowerPoint, Spreadsheets, Finance, Accounts Receivable
Education
Grand Canyon University 2012 — 2015
Accounting and Business/Management
Oklahoma State University 1997 — 1999
Mike Lumpkin's Edward Jones Experience February 2015 - May 2015
Job
Industry Public Relations and Communications
Experience
Edward Jones February 2015 - May 2015
Self Employed 2004 - January 2015
Mount Vernon Police Department March 2009 - November 2014
Skagit Valley College 2002 - November 2014
Mount Vernon Police Department July 1999 - November 2014
US Navy April 1992 - July 1999
Skills
Public Speaking, Criminal Justice, Leadership, Emergency Management, Adult Education, Intelligence Analysis, Microsoft Office, Teaching, Leadership Development, Crime Prevention, Government, Supervisory Skills, Organizational..., Organizational..., Police Training, Police Instructor, Law Enforcement, Police, Public Safety, Training, Policy, Research, Criminal Investigations, Firearms, Surveillance, Customer Service, Community Outreach, Physical Security, Tactics, Crisis Management, Weapons, Patrol, Conflict Resolution, Public Relations, Events Organisation, Human Resource...
Education
Gonzaga University 2009 — 2011
Master of Arts (MA), Organizational Leadership, 4.0
University of Phoenix
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration, 3.98
Skagit Valley College
Associate of Arts (AA)
Edward Jones February 2015 - May 2015
Self Employed 2004 - January 2015
Mount Vernon Police Department March 2009 - November 2014
Skagit Valley College 2002 - November 2014
Mount Vernon Police Department July 1999 - November 2014
US Navy April 1992 - July 1999
Skills
Public Speaking, Criminal Justice, Leadership, Emergency Management, Adult Education, Intelligence Analysis, Microsoft Office, Teaching, Leadership Development, Crime Prevention, Government, Supervisory Skills, Organizational..., Organizational..., Police Training, Police Instructor, Law Enforcement, Police, Public Safety, Training, Policy, Research, Criminal Investigations, Firearms, Surveillance, Customer Service, Community Outreach, Physical Security, Tactics, Crisis Management, Weapons, Patrol, Conflict Resolution, Public Relations, Events Organisation, Human Resource...
Education
Gonzaga University 2009 — 2011
Master of Arts (MA), Organizational Leadership, 4.0
University of Phoenix
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration, 3.98
Skagit Valley College
Associate of Arts (AA)
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation