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
Tiona Gray Tiona Gray's Edward Jones Experience October 2014 - Present
Job at
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Grinnell College August 2012 - Present
Grinnell College September 2010 - Present
Telemarketing September 2006 - December 2011
Vector Marketing February 2010 - August 2010
Skills
Economics, Financial Modeling, Stata, Financial Analysis, Research, Microsoft Excel, Data Analysis, Statistics, Microsoft Office, Econometrics, Valuation, Corporate Finance, PowerPoint, Bloomberg, SAS, SPSS, Microsoft Word, Investments, Public Speaking, Macroeconomics, Community Outreach, Event Planning, Leadership, Editing, Fundraising, Social Media
Education
Grinnell College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Thornwood High School 2006 — 2010
High School Diploma
Edward Jones October 2014 - Present
Grinnell College August 2012 - Present
Grinnell College September 2010 - Present
Telemarketing September 2006 - December 2011
Vector Marketing February 2010 - August 2010
Skills
Economics, Financial Modeling, Stata, Financial Analysis, Research, Microsoft Excel, Data Analysis, Statistics, Microsoft Office, Econometrics, Valuation, Corporate Finance, PowerPoint, Bloomberg, SAS, SPSS, Microsoft Word, Investments, Public Speaking, Macroeconomics, Community Outreach, Event Planning, Leadership, Editing, Fundraising, Social Media
Education
Grinnell College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Thornwood High School 2006 — 2010
High School Diploma
Mike Shinn Mike Shinn's Edward Jones Experience June 2004 - October 2005
Job Berthel Fisher & Company June 2015 Present at Rick Buller Financial Services/Berthel Fisher
Industry Financial Services
Experience
Rick Buller Financial Services/Berthel Fisher June 2015 - Present
MidWestOne Bank April 2009 - June 2015
Farmers & Merchants Bank & Trust November 2005 - April 2009
Edward Jones June 2004 - October 2005
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Credit, Finance, Financial Analysis, Small Business Lending, Strategic Planning
Education
Harding University 2002 — 2004
Bachelor of Business Administration (BBA), Professional Sales
Rick Buller Financial Services/Berthel Fisher June 2015 - Present
MidWestOne Bank April 2009 - June 2015
Farmers & Merchants Bank & Trust November 2005 - April 2009
Edward Jones June 2004 - October 2005
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Credit, Finance, Financial Analysis, Small Business Lending, Strategic Planning
Education
Harding University 2002 — 2004
Bachelor of Business Administration (BBA), Professional Sales
Chris Labrador Chris Labrador's Edward Jones Experience 2012 - 2012
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC January 2013 - Present
Shire Pharmaceuticals April 2008 - January 2012
Edward Jones 2012 - 2012
Newell Rubbermaid Corporation/Lenox November 2005 - April 2008
Newell Rubbermaid 2003 - 2006
Skills
Sales Management, Strategic Planning, Pharmaceutical Sales, Sales Operations, Product Launch, Managed Care, Sales Force Development, Cold Calling, Pharmaceutical Industry, Account Management, Healthcare, Sales, Selling Skills, Selling, Cross-functional Team..., Key Account Management, Competitive Analysis, Sales Presentations, Sales Process, Market Analysis, Market Planning, Sales Effectiveness, Building Relationships, Salesforce.com, B2B, Market Development, Marketing, New Business Development, Market Research, Team Building, Marketing Management, Consumer Products, Training, Lead Generation, Trade Shows, Marketing Communications
Education
Grove City College 1998 — 2002
Bachelor of Science, Marketing Management
PNC January 2013 - Present
Shire Pharmaceuticals April 2008 - January 2012
Edward Jones 2012 - 2012
Newell Rubbermaid Corporation/Lenox November 2005 - April 2008
Newell Rubbermaid 2003 - 2006
Skills
Sales Management, Strategic Planning, Pharmaceutical Sales, Sales Operations, Product Launch, Managed Care, Sales Force Development, Cold Calling, Pharmaceutical Industry, Account Management, Healthcare, Sales, Selling Skills, Selling, Cross-functional Team..., Key Account Management, Competitive Analysis, Sales Presentations, Sales Process, Market Analysis, Market Planning, Sales Effectiveness, Building Relationships, Salesforce.com, B2B, Market Development, Marketing, New Business Development, Market Research, Team Building, Marketing Management, Consumer Products, Training, Lead Generation, Trade Shows, Marketing Communications
Education
Grove City College 1998 — 2002
Bachelor of Science, Marketing Management
Dave Wenzel's Edward Jones Experience January 2011 - Present
Job Principal, Finance at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Ralcorp Holdings November 2008 - March 2013
Manna Pro January 2002 - March 2010
Covidien July 2008 - September 2009
EFR Group October 2005 - May 2008
Catholic Social Services of Southern Illinois December 2002 - October 2005
Ralston Purina July 1993 - May 2004
Agribrands International April 1998 - September 2001
Ralston Purina September 1996 - April 1998
Ralston Purina May 1994 - September 1996
Education
Aquinas Institute of Theology 2001 — 2005
Masters, Theology
Harvard Business School 1991 — 1993
MBA
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accountancy
Edward Jones January 2011 - Present
Ralcorp Holdings November 2008 - March 2013
Manna Pro January 2002 - March 2010
Covidien July 2008 - September 2009
EFR Group October 2005 - May 2008
Catholic Social Services of Southern Illinois December 2002 - October 2005
Ralston Purina July 1993 - May 2004
Agribrands International April 1998 - September 2001
Ralston Purina September 1996 - April 1998
Ralston Purina May 1994 - September 1996
Education
Aquinas Institute of Theology 2001 — 2005
Masters, Theology
Harvard Business School 1991 — 1993
MBA
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accountancy
James Baltimore's Edward Jones Experience LieutenantUS Air Force ReserveMarch 2000 - June 2014
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones LieutenantUS Air Force ReserveMarch 2000 - June 2014
Education
Harvard Business School 1998 — 2003
International Business
Harvard Business School 1998 — 2003
International Business
Harvard Business School 1998 — 2003
International business and finance, International Business
Edward Jones LieutenantUS Air Force ReserveMarch 2000 - June 2014
Education
Harvard Business School 1998 — 2003
International Business
Harvard Business School 1998 — 2003
International Business
Harvard Business School 1998 — 2003
International business and finance, International Business
Lori Haener (Behrens) Lori Haener (Behrens)'s Edward Jones Experience 2010 - June 2013
Job MT(ASCP)
Industry Medical Practice
Experience
Missouri State University June 2013 - Present
Edward Jones 2010 - June 2013
Beaumont Adult Medicine October 2001 - May 2009
Family Medicine Associates May 1987 - October 2001
Skills
Medical Terminology, Healthcare, Administrative..., Time Management, Supervisory Skills, Customer Service
Education
Hardin-Simmons University 1980 — 1986
Bachelor's degree, Medical Technologist
Missouri State University June 2013 - Present
Edward Jones 2010 - June 2013
Beaumont Adult Medicine October 2001 - May 2009
Family Medicine Associates May 1987 - October 2001
Skills
Medical Terminology, Healthcare, Administrative..., Time Management, Supervisory Skills, Customer Service
Education
Hardin-Simmons University 1980 — 1986
Bachelor's degree, Medical Technologist
Ashby Dawson Ashby Dawson's Edward Jones Experience May 2004 - September 2008
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 2008 - Present
Edward Jones May 2004 - September 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Wealth Accumulation, Financial Analysis, Life Insurance, Strategic Financial..., Long-term Care, Portfolio Management, Investment Strategies, Roth IRA, Financial Advisory, Asset Allocation, ETFs, Variable Annuities, Separately Managed..., Securities, Financial Planners, Personal Financial..., Long Term Care Insurance, Bonds, Wealth Management..., Retirement Plan..., SEP IRA, Financial Goals, Financial Services, Investment Management, Income Protection, Trust Services
Education
Hardin-Simmons University
Bachelor's degree, Finance, General
Edward Jones Investments September 2008 - Present
Edward Jones May 2004 - September 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Wealth Accumulation, Financial Analysis, Life Insurance, Strategic Financial..., Long-term Care, Portfolio Management, Investment Strategies, Roth IRA, Financial Advisory, Asset Allocation, ETFs, Variable Annuities, Separately Managed..., Securities, Financial Planners, Personal Financial..., Long Term Care Insurance, Bonds, Wealth Management..., Retirement Plan..., SEP IRA, Financial Goals, Financial Services, Investment Management, Income Protection, Trust Services
Education
Hardin-Simmons University
Bachelor's degree, Finance, General
Lisa Boulanger's Edward Jones Experience June 2008 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2008 - Present
AXA Advisors January 2005 - June 2008
First Command Financial Services August 2004 - December 2004
Bath Fitter March 2003 - July 2004
First Command Financial Services January 2000 - March 2003
The Fayetteville Observer October 1998 - November 1999
Mid-South Insurance Company March 1998 - October 1998
First Command Financial Services July 1995 - August 1997
Skills
Office Management, Office Administration, Computers, Customer Service, Customer Satisfaction, Finance, Training, Administrative..., Outlook, Spreadsheets, Data Entry, Time Management, Insurance, Receptionist Duties, Management, Telephone Skills, Event Planning, Administration, Marketing, Investments, Microsoft Office, Leadership, Team Building, Public Speaking, Research, Strategic Planning
Education
Green River Community College 2005 — 2007
Lindbergh High School 1982 — 1986
Edward Jones June 2008 - Present
AXA Advisors January 2005 - June 2008
First Command Financial Services August 2004 - December 2004
Bath Fitter March 2003 - July 2004
First Command Financial Services January 2000 - March 2003
The Fayetteville Observer October 1998 - November 1999
Mid-South Insurance Company March 1998 - October 1998
First Command Financial Services July 1995 - August 1997
Skills
Office Management, Office Administration, Computers, Customer Service, Customer Satisfaction, Finance, Training, Administrative..., Outlook, Spreadsheets, Data Entry, Time Management, Insurance, Receptionist Duties, Management, Telephone Skills, Event Planning, Administration, Marketing, Investments, Microsoft Office, Leadership, Team Building, Public Speaking, Research, Strategic Planning
Education
Green River Community College 2005 — 2007
Lindbergh High School 1982 — 1986
Laura Mollenhour's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Business Consulting Services February 2013 - August 2013
Artisan Chocolate Sales & Distribution November 2012 - August 2013
USAID RED Project/ Fundacion REDDOM August 2012 - December 2012
Abt Associates USAID RED Project- Independent Consultant January 2012 - August 2012
Abt Associates USAID/RED Project November 2010 - December 2011
Peace Corps November 2008 - October 2010
Mollenhour Attorneys at Law January 2004 - August 2008
Skills
Fluent in Spanish, Finance, International..., Spanish, Grant Writing, Community Development, Non-profits, Community Outreach, Volunteer Management, Fundraising, Grants, International Relations, Public Speaking, Event Planning, Economics, Teaching, International Project..., Export, Emerging Markets, Nonprofits, Program Evaluation, Intercultural..., Workshop Facilitation, NGOs, Economic Development, Strategy, Policy Analysis
Education
Florida International University and the Universidad Iberoamericana in the Dominican Republic 2011 — 2012
Master of Business Administration (M.B.A.), Management
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
Finance, International Business
Edward Jones October 2013 - Present
Business Consulting Services February 2013 - August 2013
Artisan Chocolate Sales & Distribution November 2012 - August 2013
USAID RED Project/ Fundacion REDDOM August 2012 - December 2012
Abt Associates USAID RED Project- Independent Consultant January 2012 - August 2012
Abt Associates USAID/RED Project November 2010 - December 2011
Peace Corps November 2008 - October 2010
Mollenhour Attorneys at Law January 2004 - August 2008
Skills
Fluent in Spanish, Finance, International..., Spanish, Grant Writing, Community Development, Non-profits, Community Outreach, Volunteer Management, Fundraising, Grants, International Relations, Public Speaking, Event Planning, Economics, Teaching, International Project..., Export, Emerging Markets, Nonprofits, Program Evaluation, Intercultural..., Workshop Facilitation, NGOs, Economic Development, Strategy, Policy Analysis
Education
Florida International University and the Universidad Iberoamericana in the Dominican Republic 2011 — 2012
Master of Business Administration (M.B.A.), Management
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
Finance, International Business
Ray Browning Ray Browning's Edward Jones Experience March 2006 - December 2009
Job Pastor at Elmdale Baptist Church
Industry Religious Institutions
Experience
Elmdale Baptist Church June 2013 - Present
Sweetwater-Nolan County Health Department November 2010 - Present
Sweetwater Fire Department December 2012 - June 2013
Merrill Lynch January 2010 - November 2010
Edward Jones March 2006 - December 2009
Insteel Industries, Inc April 2005 - March 2006
Suntron Corporation August 1999 - March 2005
Petron Industries Inc. August 1995 - August 1999
United States Marine Corps March 1989 - May 1995
Skills
Preaching, Service Planning, Ministry Leadership, Relational Ministry, Bible teaching, Volunteer Management, Volunteer Training, Pastoral Counseling, Disaster Risk Reduction, Disaster Recovery, Disaster Response, Mitigation Strategies, Exercise Design, Emergency Management, Retirement Planning, Team Building, Strategic Planning, Public Speaking, Training, Management, Supervisory Skills, Exercises, Proposal Writing, Public Relations, Project Planning, Leadership, Customer Service, Microsoft Excel, Teaching, Community Outreach, Nonprofits, Microsoft Office, Microsoft Word, Sales
Education
Hardin-Simmons University 2011 — 2015
Master of Divinity (M.Div.), Spiritual Care
LeTourneau University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Elmdale Baptist Church June 2013 - Present
Sweetwater-Nolan County Health Department November 2010 - Present
Sweetwater Fire Department December 2012 - June 2013
Merrill Lynch January 2010 - November 2010
Edward Jones March 2006 - December 2009
Insteel Industries, Inc April 2005 - March 2006
Suntron Corporation August 1999 - March 2005
Petron Industries Inc. August 1995 - August 1999
United States Marine Corps March 1989 - May 1995
Skills
Preaching, Service Planning, Ministry Leadership, Relational Ministry, Bible teaching, Volunteer Management, Volunteer Training, Pastoral Counseling, Disaster Risk Reduction, Disaster Recovery, Disaster Response, Mitigation Strategies, Exercise Design, Emergency Management, Retirement Planning, Team Building, Strategic Planning, Public Speaking, Training, Management, Supervisory Skills, Exercises, Proposal Writing, Public Relations, Project Planning, Leadership, Customer Service, Microsoft Excel, Teaching, Community Outreach, Nonprofits, Microsoft Office, Microsoft Word, Sales
Education
Hardin-Simmons University 2011 — 2015
Master of Divinity (M.Div.), Spiritual Care
LeTourneau University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Deborah Burdick's Edward Jones Experience April 2005 - November 2010
Job Licensed Admin. Assistant at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
Self-employed February 1985 - Present
LPL Financial November 2010 - November 2013
Edward Jones April 2005 - November 2010
Skills
Series 7, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Financial Advisory, Uniform Combined State..., IRAs, Series 63, Fixed Annuities, 401k Rollovers, Securities, Insurance, Finance, Life Insurance, Estate Planning, 401k
Education
University of Minnesota-Twin Cities 1975 — 1979
Bachelor's degree, Busines and Merchandising
Hamline University 1972 — 1973
LPL Financial September 2014 - Present
Self-employed February 1985 - Present
LPL Financial November 2010 - November 2013
Edward Jones April 2005 - November 2010
Skills
Series 7, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Financial Advisory, Uniform Combined State..., IRAs, Series 63, Fixed Annuities, 401k Rollovers, Securities, Insurance, Finance, Life Insurance, Estate Planning, 401k
Education
University of Minnesota-Twin Cities 1975 — 1979
Bachelor's degree, Busines and Merchandising
Hamline University 1972 — 1973
Crystal Connelly Crystal Connelly's Edward Jones Experience 2006 - 2008
Job Professional Leader
Industry Writing and Editing
Experience
City of Brier January 2014 - Present
Crystals Path 2009 - Present
Rays Boat House 2011 - 2012
Kaspars Special Events and Catering 2010 - 2011
Hawaii Island Pride January 2008 - February 2010
Mixx Bistro and Bar August 2005 - October 2009
Hawaii Island Pride 2007 - 2009
Edward Jones 2006 - 2008
Sound Advice Hawaii 2005 - 2006
Daly's inc. 2000 - 2005
Skills
Event Planning, Event Management, Non-profit Leadership, Sustainability..., Networking, Catering, Management, Board of Directors, Nutrition, Wellness, Nonprofits, Volunteer Management, Leadership, Team Building, Public Relations, Entrepreneurship, Community Outreach, Coordinating Events, Coaching, Meeting Planning, Volunteering, Program Development, Non-profit..., Hospitality, Fundraising, Leadership Development, Training, Community Development, Corporate Events
Education
Shoreline Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Harper College 2009 — 2010
Certificate, Nonprofit Management
City of Brier January 2014 - Present
Crystals Path 2009 - Present
Rays Boat House 2011 - 2012
Kaspars Special Events and Catering 2010 - 2011
Hawaii Island Pride January 2008 - February 2010
Mixx Bistro and Bar August 2005 - October 2009
Hawaii Island Pride 2007 - 2009
Edward Jones 2006 - 2008
Sound Advice Hawaii 2005 - 2006
Daly's inc. 2000 - 2005
Skills
Event Planning, Event Management, Non-profit Leadership, Sustainability..., Networking, Catering, Management, Board of Directors, Nutrition, Wellness, Nonprofits, Volunteer Management, Leadership, Team Building, Public Relations, Entrepreneurship, Community Outreach, Coordinating Events, Coaching, Meeting Planning, Volunteering, Program Development, Non-profit..., Hospitality, Fundraising, Leadership Development, Training, Community Development, Corporate Events
Education
Shoreline Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Harper College 2009 — 2010
Certificate, Nonprofit Management
Irakli Chigolashvili, MBA, MPA Irakli Chigolashvili, MBA, MPA's Edward Jones Experience February 2014 - January 2015
Job Financial Analyst
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Edward Jones February 2014 - January 2015
The Pain Relief Co. September 2011 - February 2014
Hamline University February 2006 - January 2013
Rosetta Stone July 2006 - September 2011
Ltd. Polimercompany June 2003 - December 2005
Education
Hamline University School of Business 2011 — 2014
Master of Public Administration (MPA), Public Administration
Hamline University School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Hamline University 2006 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Georgian Technical University 2003 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Private Demirel College 1998 — 2003
High School Diploma
Wells Fargo February 2015 - Present
Edward Jones February 2014 - January 2015
The Pain Relief Co. September 2011 - February 2014
Hamline University February 2006 - January 2013
Rosetta Stone July 2006 - September 2011
Ltd. Polimercompany June 2003 - December 2005
Education
Hamline University School of Business 2011 — 2014
Master of Public Administration (MPA), Public Administration
Hamline University School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Hamline University 2006 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Georgian Technical University 2003 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Private Demirel College 1998 — 2003
High School Diploma
Kelly Stiefel Arias Kelly Stiefel Arias's Edward Jones Experience December 2002 - December 2005
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
Principal Financial Group March 2007 - July 2011
Edward Jones December 2002 - December 2005
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Fixed Annuities, Strategic Planning, Mutual Funds, Series 7, Wealth Management, Estate Planning, Asset Allocation
Education
Thunderbird School of Global Management 2001 — 2002
MBA-IM, Business Administration / International Management
Hastings College 1988 — 1992
Bachelor of Arts, Music
Hastings College 1988 — 1992
Bachelor of Music, Education
Principal Financial Group March 2007 - July 2011
Edward Jones December 2002 - December 2005
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Fixed Annuities, Strategic Planning, Mutual Funds, Series 7, Wealth Management, Estate Planning, Asset Allocation
Education
Thunderbird School of Global Management 2001 — 2002
MBA-IM, Business Administration / International Management
Hastings College 1988 — 1992
Bachelor of Arts, Music
Hastings College 1988 — 1992
Bachelor of Music, Education
Kari Bock Kari Bock's Edward Jones Experience June 1999 - July 2000
Job
Industry Marketing and Advertising
Experience
Hallmark Cards July 2000 - May 2012
Edward Jones June 1999 - July 2000
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Hannibal-Lagrange College 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Marketing
Hallmark Cards July 2000 - May 2012
Edward Jones June 1999 - July 2000
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Hannibal-Lagrange College 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Marketing
Pam Freeman Pam Freeman's Edward Jones Experience June 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones June 2014 - Present
Freeman Household August 1996 - June 2014
BancBoston Mortgage Corporation October 1992 - August 1996
Fluor Daniel September 1988 - September 1992
Education
Lander University 1982 — 1986
BS, Accounting
Greenville Technical College
Edward Jones June 2014 - Present
Freeman Household August 1996 - June 2014
BancBoston Mortgage Corporation October 1992 - August 1996
Fluor Daniel September 1988 - September 1992
Education
Lander University 1982 — 1986
BS, Accounting
Greenville Technical College
Lorrine Evans Lorrine Evans's Edward Jones Experience June 2013 - August 2013
Job Athletic Marketing Intern at Hampton University
Industry
Experience
Hampton University August 2013 - Present
Edward Jones June 2013 - August 2013
Sodexo May 2012 - August 2012
Andy Frain Services May 2011 - August 2011
Finish Line October 2009 - August 2011
Skills
Sales, Management, Leadership, PowerPoint, Microsoft Office, Social Networking, Public Relations, Event Planning, Time Management, Teamwork, Marketing, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Public Speaking
Education
Hampton University 2011 — 2014
Princeton Day Academy 2009 — 2010
High School Diploma
Hampton University August 2013 - Present
Edward Jones June 2013 - August 2013
Sodexo May 2012 - August 2012
Andy Frain Services May 2011 - August 2011
Finish Line October 2009 - August 2011
Skills
Sales, Management, Leadership, PowerPoint, Microsoft Office, Social Networking, Public Relations, Event Planning, Time Management, Teamwork, Marketing, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Public Speaking
Education
Hampton University 2011 — 2014
Princeton Day Academy 2009 — 2010
High School Diploma
Ray Rumble, AAMS's Edward Jones Experience October 2001 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones October 2001 - Present
Michigan Hanger Company, Inc. November 1971 - December 1998
Skills
Rollover Consutations, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Asset Allocation..., Retirement Income..., Insurance Planning, Advisory & Separately..., Portfolio Strategies, Retirement, Financial Advisory, Financial Strategies, Investments, Fixed Annuities, Estate Considerations
Education
College for Financial Planning 2005 — 2005
AAMS, Accredited Asset Management Specialist
Harvard University 1987 — 1987
Executive Education Harvard Business School, Owner/President Management Small Business
Widener University 1964 — 1968
BA, Liberal Arts
Boardman 1960 — 1964
High School Diploma, College Prep
Edward Jones October 2001 - Present
Michigan Hanger Company, Inc. November 1971 - December 1998
Skills
Rollover Consutations, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Asset Allocation..., Retirement Income..., Insurance Planning, Advisory & Separately..., Portfolio Strategies, Retirement, Financial Advisory, Financial Strategies, Investments, Fixed Annuities, Estate Considerations
Education
College for Financial Planning 2005 — 2005
AAMS, Accredited Asset Management Specialist
Harvard University 1987 — 1987
Executive Education Harvard Business School, Owner/President Management Small Business
Widener University 1964 — 1968
BA, Liberal Arts
Boardman 1960 — 1964
High School Diploma, College Prep
JEFF Koolen JEFF Koolen's Edward Jones Experience September 2000 - October 2005
Job Financial Advisor at Universal Financial Strategies
Industry Financial Services
Experience
Universal Financial Strategies March 2013 - Present
Hundt Capital Management 2005 - March 2013
Edward Jones September 2000 - October 2005
State Farm June 1996 - May 2000
Education
Hastings College 1992 — 1996
Bachelor of Science (BS), Business & Psychology
Fremont
Universal Financial Strategies March 2013 - Present
Hundt Capital Management 2005 - March 2013
Edward Jones September 2000 - October 2005
State Farm June 1996 - May 2000
Education
Hastings College 1992 — 1996
Bachelor of Science (BS), Business & Psychology
Fremont
Marylee Bigham Marylee Bigham's Edward Jones Experience January 2007 - July 2007
Job Retired at Home
Industry Religious Institutions
Experience
Home 2008 - Present
Edward Jones January 2007 - July 2007
Watson Label Company January 2001 - May 2007
Diagraph an ITW Company June 1990 - December 2000
Watson Label June 1988 - June 1990
Mexico High School September 1983 - May 1988
Community RVI Schools September 1976 - May 1981
Saint Louis University Hospitals September 1974 - August 1976
Skills
Religion, Teaching, Social Media, Religious Studies, Non-profits, Music, Pastoral Care, 401k, Microsoft Excel, Event Planning, Liturgy, Biblical Studies, Volunteer Management, Strategic Planning, Apologetics, Team Building, Church Growth, Gospel, Youth Ministry, Pastoral, Choral, Coaching, Program Development, Public Speaking
Education
University of Missouri-Columbia 1986 — 1987
Master's degree, Counselor Education/School Counseling and Guidance Services
Saint Louis University 1974 — 1975
Master's hours, Counselor Education/School Counseling and Guidance Services
Truman State University 1970 — 1972
B.S.E. Bachelor of Scienc in Education, Social Studies Teacher Education and Math minor
Hannibal-Lagrange College 1968 — 1970
Associate of Arts (AA), Bible/Biblical Studies
O'Fallon Technical HS 1967 — 1968
Pre-Engineering
Poplar Bluff HS 1965 — 1967
Home 2008 - Present
Edward Jones January 2007 - July 2007
Watson Label Company January 2001 - May 2007
Diagraph an ITW Company June 1990 - December 2000
Watson Label June 1988 - June 1990
Mexico High School September 1983 - May 1988
Community RVI Schools September 1976 - May 1981
Saint Louis University Hospitals September 1974 - August 1976
Skills
Religion, Teaching, Social Media, Religious Studies, Non-profits, Music, Pastoral Care, 401k, Microsoft Excel, Event Planning, Liturgy, Biblical Studies, Volunteer Management, Strategic Planning, Apologetics, Team Building, Church Growth, Gospel, Youth Ministry, Pastoral, Choral, Coaching, Program Development, Public Speaking
Education
University of Missouri-Columbia 1986 — 1987
Master's degree, Counselor Education/School Counseling and Guidance Services
Saint Louis University 1974 — 1975
Master's hours, Counselor Education/School Counseling and Guidance Services
Truman State University 1970 — 1972
B.S.E. Bachelor of Scienc in Education, Social Studies Teacher Education and Math minor
Hannibal-Lagrange College 1968 — 1970
Associate of Arts (AA), Bible/Biblical Studies
O'Fallon Technical HS 1967 — 1968
Pre-Engineering
Poplar Bluff HS 1965 — 1967
Greg Pharris Greg Pharris's Edward Jones Experience 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2000 - Present
Education
Hardin-Simmons University
SWBTS
MARE
Edward Jones 2000 - Present
Education
Hardin-Simmons University
SWBTS
MARE
Barbara Hunter Barbara Hunter's Edward Jones Experience 2006 - 2011
Job National Sales Manager, GM Red Rooster Division at Ziegler & Ames
Industry Consumer Goods
Experience
Ziegler & Ames October 2013 - Present
CR Gibson October 2011 - March 2013
Edward Jones 2006 - 2011
The Baker's Table May 2001 - April 2005
The Hamilton Collection January 1996 - 2000
The Thomas Kinkade Company 1994 - 1995
The Franklin Mint 1994 - 1994
The Bradford Exchange 1990 - 1994
Skills
Catalogs, Creative Direction, Illustration, Packaging, Strategic Planning, Trade Shows, Concept Development, Multi-channel Marketing, Art Direction, Marketing Communications
Education
UW-Milwaukee 1983 — 1985
Master of Arts (MA), Art History, Criticism and Conservation
Greenville College 1978 — 1982
Bachelor of Arts (BA), Fine/Studio Arts, General
Ziegler & Ames October 2013 - Present
CR Gibson October 2011 - March 2013
Edward Jones 2006 - 2011
The Baker's Table May 2001 - April 2005
The Hamilton Collection January 1996 - 2000
The Thomas Kinkade Company 1994 - 1995
The Franklin Mint 1994 - 1994
The Bradford Exchange 1990 - 1994
Skills
Catalogs, Creative Direction, Illustration, Packaging, Strategic Planning, Trade Shows, Concept Development, Multi-channel Marketing, Art Direction, Marketing Communications
Education
UW-Milwaukee 1983 — 1985
Master of Arts (MA), Art History, Criticism and Conservation
Greenville College 1978 — 1982
Bachelor of Arts (BA), Fine/Studio Arts, General
Ryan T. Shepherd, CFP® Ryan T. Shepherd, CFP®'s Edward Jones Experience August 2007 - May 2008
Job Senior Investment Strategist at Wealthquest Corporation
Industry Investment Management
Experience
Wealthquest June 2008 - Present
Edward Jones August 2007 - May 2008
Asian Development Bank March 2007 - August 2007
UBS Wealth Management May 2005 - April 2007
Greenwalt Sponsel & Co., Inc. May 2004 - April 2005
Vector Marketing May 2002 - May 2004
Skills
Investments, Wealth Management, Finance, Portfolio Management, Asset Management, Private Equity, Valuation, Strategic Financial..., Equities, Certified Financial..., Alternative Investments, Strategic Consulting, Asset Allocation
Education
Hanover College
BA, Finance and Economics, 3.93
Wealthquest June 2008 - Present
Edward Jones August 2007 - May 2008
Asian Development Bank March 2007 - August 2007
UBS Wealth Management May 2005 - April 2007
Greenwalt Sponsel & Co., Inc. May 2004 - April 2005
Vector Marketing May 2002 - May 2004
Skills
Investments, Wealth Management, Finance, Portfolio Management, Asset Management, Private Equity, Valuation, Strategic Financial..., Equities, Certified Financial..., Alternative Investments, Strategic Consulting, Asset Allocation
Education
Hanover College
BA, Finance and Economics, 3.93
JT Hamm JT Hamm's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Bankers Life and Casualty June 2012 - May 2013
Hanover College August 2008 - May 2012
UBS Wealth Management June 2011 - September 2011
Sellersburg Nolan Fieldhouse May 2009 - September 2011
Education
Hanover College 2008 — 2012
Bachelor's degree, Economics
Silver Creek High School 2004 — 2008
Academic Honors Diploma, Economics
Edward Jones June 2013 - Present
Bankers Life and Casualty June 2012 - May 2013
Hanover College August 2008 - May 2012
UBS Wealth Management June 2011 - September 2011
Sellersburg Nolan Fieldhouse May 2009 - September 2011
Education
Hanover College 2008 — 2012
Bachelor's degree, Economics
Silver Creek High School 2004 — 2008
Academic Honors Diploma, Economics
Bret Allen Rutan's Edward Jones Experience September 2014 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones September 2014 - Present
Skills
Sales, Finance, Customer Service, Financial Services, Retail Banking, Business Development, Small Business Lending, Consumer Lending, Management, Relationship Management, Training, Mergers & Acquisitions, Loans, Negotiation, Creative Problem Solving, Microsoft Office, Compliance, Patience, Multi Tasking, Microsoft Excel
Education
Guilford Technical Community College 2009 — 2011
Edward Jones September 2014 - Present
Skills
Sales, Finance, Customer Service, Financial Services, Retail Banking, Business Development, Small Business Lending, Consumer Lending, Management, Relationship Management, Training, Mergers & Acquisitions, Loans, Negotiation, Creative Problem Solving, Microsoft Office, Compliance, Patience, Multi Tasking, Microsoft Excel
Education
Guilford Technical Community College 2009 — 2011
Mike McCubbin's Edward Jones Experience January 2007 - January 2011
Job AD Market Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Charles Ostrom, CPA/PFS Charles Ostrom, CPA/PFS's Edward Jones Experience 1998 - 2000
Job Sr Advanced Markets Consultant
Industry Financial Services
Experience
Allianz Life Insurance Company September 2001 - Present
Edward Jones 1998 - 2000
Education
Gustavus Adolphus College
Bachelor of Arts (BA)
Mtka hs
University of St. Thomas
Master of Business Administration (M.B.A.)
Allianz Life Insurance Company September 2001 - Present
Edward Jones 1998 - 2000
Education
Gustavus Adolphus College
Bachelor of Arts (BA)
Mtka hs
University of St. Thomas
Master of Business Administration (M.B.A.)
Paula Tefteller Paula Tefteller's Edward Jones Experience June 2014 - Present
Job BOA at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones June 2014 - Present
Seeking new opportunities March 2014 - Present
Acxiom July 1994 - February 2014
Skills
Account Management, Database Marketing, Customer Acquisition, Team Leadership, Lead Generation, Sales Operations, Online Marketing, Microsoft Office, Direct Marketing, Customer Relations, Sales Support, Problem Solving, Salesforce.com, CRM, Multi-channel Marketing, Email Marketing, Segmentation, Direct Mail, Data Processing, Data Profiling, Project Management, Mailing List Management, Campaign Management
Education
Hendrix College 1990 — 1994
BA, Physics
Edward Jones June 2014 - Present
Seeking new opportunities March 2014 - Present
Acxiom July 1994 - February 2014
Skills
Account Management, Database Marketing, Customer Acquisition, Team Leadership, Lead Generation, Sales Operations, Online Marketing, Microsoft Office, Direct Marketing, Customer Relations, Sales Support, Problem Solving, Salesforce.com, CRM, Multi-channel Marketing, Email Marketing, Segmentation, Direct Mail, Data Processing, Data Profiling, Project Management, Mailing List Management, Campaign Management
Education
Hendrix College 1990 — 1994
BA, Physics
Gregory Snowden's Edward Jones Experience June 2015 - August 2015
Job Financial Advisor Intern at Edward Jones
Industry Accounting
Experience
Edward Jones June 2015 - August 2015
Hampton VA Medical Center January 2015 - May 2015
Aflac June 2014 - August 2014
Skills
Photography, Microsoft Word, Microsoft Excel, Final Cut Pro, Sony Vegas, Ebay Sales, Financial Accounting, Microsoft Office, PowerPoint, Marketing, Social Media, Event Planning, Research
Education
Hampton University 2012 — 2016
Edward Jones June 2015 - August 2015
Hampton VA Medical Center January 2015 - May 2015
Aflac June 2014 - August 2014
Skills
Photography, Microsoft Word, Microsoft Excel, Final Cut Pro, Sony Vegas, Ebay Sales, Financial Accounting, Microsoft Office, PowerPoint, Marketing, Social Media, Event Planning, Research
Education
Hampton University 2012 — 2016
Kathleen Hopper Massimilian's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
MassMutual July 2012 - May 2013
Wilson Commencement Park 2009 - 2011
InterContinental Insurance Brokers, LLC 2006 - 2006
The Flanders Group 1997 - 2006
Geva Theatre Center 1993 - 1997
Harvard University 1981 - 1991
Skills
Disability Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Long-term Care, Employee Benefits, Mutual Funds, Financial Planners, Small Business, Insurance, Whole Life, Securities, Long Term Care Insurance, Property & Casualty..., 401k, Workers Compensation, Financial Planning
Education
Harvard University
Bachelor of Arts (cum laude)
Nichols School
Edward Jones June 2013 - Present
MassMutual July 2012 - May 2013
Wilson Commencement Park 2009 - 2011
InterContinental Insurance Brokers, LLC 2006 - 2006
The Flanders Group 1997 - 2006
Geva Theatre Center 1993 - 1997
Harvard University 1981 - 1991
Skills
Disability Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Long-term Care, Employee Benefits, Mutual Funds, Financial Planners, Small Business, Insurance, Whole Life, Securities, Long Term Care Insurance, Property & Casualty..., 401k, Workers Compensation, Financial Planning
Education
Harvard University
Bachelor of Arts (cum laude)
Nichols School
Ziyad Mansur Ziyad Mansur's Edward Jones Experience November 2010 - January 2013
Job Infrastructure Consultant at Enterprise Infrastructure Consultant
Industry Information Technology and Services
Experience
Infrastructure Consultant June 2015 - Present
Xerox July 2014 - June 2015
Allergan (Xerox Contract) August 2013 - July 2014
Edward Jones November 2010 - January 2013
Edward Jones June 2004 - November 2010
Ericsson September 1999 - July 2004
WPCB-TV 40 (Cornerstone TeleVision) May 1995 - September 1999
Grove City College August 1991 - May 1994
Skills
Disaster Recovery, Data Center, Cisco Technologies, Servers, Windows Server, Solaris, Unix, Firewalls, Storage Area Networks, DNS, Network Security, Storage, TCP/IP, System Administration, Enterprise Architecture, High Availability, Microsoft Exchange, ATM networks, BGPv4, OSPF, EIGRP, RIP, Wireshark, T-Berd, Cisco IOS, BGP, Network Administration, VoIP, MPLS VPN
Education
Grove City College 1990 — 1995
Bachelor of Science, Electrical Engineering
Infrastructure Consultant June 2015 - Present
Xerox July 2014 - June 2015
Allergan (Xerox Contract) August 2013 - July 2014
Edward Jones November 2010 - January 2013
Edward Jones June 2004 - November 2010
Ericsson September 1999 - July 2004
WPCB-TV 40 (Cornerstone TeleVision) May 1995 - September 1999
Grove City College August 1991 - May 1994
Skills
Disaster Recovery, Data Center, Cisco Technologies, Servers, Windows Server, Solaris, Unix, Firewalls, Storage Area Networks, DNS, Network Security, Storage, TCP/IP, System Administration, Enterprise Architecture, High Availability, Microsoft Exchange, ATM networks, BGPv4, OSPF, EIGRP, RIP, Wireshark, T-Berd, Cisco IOS, BGP, Network Administration, VoIP, MPLS VPN
Education
Grove City College 1990 — 1995
Bachelor of Science, Electrical Engineering
Bo Whitaker Bo Whitaker's Edward Jones Experience 2009 - July 2014
Job .
Industry Financial Services
Experience
Edward Jones 2009 - July 2014
Sioux City Explorers 2009 - 2009
Skills
Wealth Management, Cash Management, Roth IRA, College Education...
Education
Harding University 2004 — 2008
Bachelor of Business Administration
Gosnell High School 2001 — 2004
Edward Jones 2009 - July 2014
Sioux City Explorers 2009 - 2009
Skills
Wealth Management, Cash Management, Roth IRA, College Education...
Education
Harding University 2004 — 2008
Bachelor of Business Administration
Gosnell High School 2001 — 2004
Joy Bozzelli Joy Bozzelli's Edward Jones Experience August 2010 - February 2011
Job On Pause...
Industry Hospital & Health Care
Experience
MedAssets Advisory Solutions (formerly Aspen Healthcare Metrics) June 2012 - June 2013
Insphere Insurance Solutions September 2011 - May 2012
Eikleberry Insurance Agency, Inc. February 2011 - September 2011
Edward Jones August 2010 - February 2011
Premier, Inc. August 2001 - January 2010
HealthStar PPO 1991 - 1992
AT&T 1984 - 1991
F. Schumacher & Co. 1980 - 1982
Skills
Process Improvement, Healthcare, Healthcare Consulting, Performance Improvement, Consulting, Healthcare Information..., Strategic Planning, Data Analysis, Change Management, Sales, Cross-functional Team..., Account Management, Team Building, Physician Relations, Customer Service, HIPAA, Research, Direct Sales, Process Management, Hospitals, Healthcare Management, Healthcare Industry, Program Management, Qualitative Research, Database Admin, Supply Chain Consulting, Relationship Building, Knowledge Transfer
Education
National Louis University 1993 — 1995
Management
Harper College 1987 — 1992
AA, Liberal Arts, 3.67
Amundsen High School and Trumbull Elementary
Amundsen High School and Trumbull Elementary
MedAssets Advisory Solutions (formerly Aspen Healthcare Metrics) June 2012 - June 2013
Insphere Insurance Solutions September 2011 - May 2012
Eikleberry Insurance Agency, Inc. February 2011 - September 2011
Edward Jones August 2010 - February 2011
Premier, Inc. August 2001 - January 2010
HealthStar PPO 1991 - 1992
AT&T 1984 - 1991
F. Schumacher & Co. 1980 - 1982
Skills
Process Improvement, Healthcare, Healthcare Consulting, Performance Improvement, Consulting, Healthcare Information..., Strategic Planning, Data Analysis, Change Management, Sales, Cross-functional Team..., Account Management, Team Building, Physician Relations, Customer Service, HIPAA, Research, Direct Sales, Process Management, Hospitals, Healthcare Management, Healthcare Industry, Program Management, Qualitative Research, Database Admin, Supply Chain Consulting, Relationship Building, Knowledge Transfer
Education
National Louis University 1993 — 1995
Management
Harper College 1987 — 1992
AA, Liberal Arts, 3.67
Amundsen High School and Trumbull Elementary
Amundsen High School and Trumbull Elementary
Ann Breitbach's Edward Jones Experience August 2003 - August 2005
Job Freelance Makeup Artist
Industry Entertainment
Experience
Fuse Networks, LLC October 2011 - 2014
The Madison Square Garden Company November 2010 - May 2011
Grassroots Films October 2008 - April 2009
HERE Arts Center August 2007 - October 2008
Edward Jones August 2003 - August 2005
United Way Call 211 January 2002 - August 2003
Victoria's Secret August 1999 - January 2000
Skills
Film, Acting, Customer Service, Sales, Organization, Makeup Artistry, Special Effects Makeup, Social Networking, Theatre, Film Production, Performing Arts, Short Films, Stage, Television, Improvisation, Plays, Event Management, Event Planning, Social Media, Entertainment, Drama, Commercials, Feature Films, Voice Over, Voice Acting, Dance, Casting, Video Production, Dialects, Singing, Screenwriting, Musical Theatre, Producing, Creative Writing, Comedy, Video Editing, Final Cut Pro, Music Videos, Directing, Independent Film, Photography, Costumes, Broadcast, Set Design, Music, Video, Theatrical Production, Stage Management, Film Editing, Production Managment
Education
Make Up Designory 2011 — 2011
Make Up Artist
American Academy of Dramatic Arts 2005 — 2007
Associate of Occupational Studies, Acting
Greensboro College 1996 — 2001
Bachelor of Arts, French
Bishop McGuinness 1992 — 1996
St Leo's 1992 — 1996
Fuse Networks, LLC October 2011 - 2014
The Madison Square Garden Company November 2010 - May 2011
Grassroots Films October 2008 - April 2009
HERE Arts Center August 2007 - October 2008
Edward Jones August 2003 - August 2005
United Way Call 211 January 2002 - August 2003
Victoria's Secret August 1999 - January 2000
Skills
Film, Acting, Customer Service, Sales, Organization, Makeup Artistry, Special Effects Makeup, Social Networking, Theatre, Film Production, Performing Arts, Short Films, Stage, Television, Improvisation, Plays, Event Management, Event Planning, Social Media, Entertainment, Drama, Commercials, Feature Films, Voice Over, Voice Acting, Dance, Casting, Video Production, Dialects, Singing, Screenwriting, Musical Theatre, Producing, Creative Writing, Comedy, Video Editing, Final Cut Pro, Music Videos, Directing, Independent Film, Photography, Costumes, Broadcast, Set Design, Music, Video, Theatrical Production, Stage Management, Film Editing, Production Managment
Education
Make Up Designory 2011 — 2011
Make Up Artist
American Academy of Dramatic Arts 2005 — 2007
Associate of Occupational Studies, Acting
Greensboro College 1996 — 2001
Bachelor of Arts, French
Bishop McGuinness 1992 — 1996
St Leo's 1992 — 1996
Debbie Throckmorton Debbie Throckmorton's Edward Jones Experience September 2011 - Present
Job Department Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Edward Jones July 2001 - Present
Edward Jones July 2001 - March 2006
2nd Ave Design January 2001 - July 2001
PacifiCare Health Systems January 2000 - January 2001
Superstition Springs Community Church September 1994 - February 2000
Skills
Training, Account Reconciliation, Budgets, Accounting, Accounts Payable, Customer Service, Leadership, Accounts Receivable, Retail, Microsoft Office, Auditing, Microsoft Excel, Process Improvement, Mutual Funds, Invoicing, Series 7, Team Leadership, Retirement Planning, Financial Reporting, Human Resources, Finance, Securities, Team Building, Sales, Payroll, Internal Controls, SEC filings, Bookkeeping, General Ledger, Financial Accounting, Payments, Data Entry, Small Business, Event Planning, Financial Analysis, Microsoft Word, Risk Management, Access, 401k, Financial Services, Nonprofits, Leadership Development, Business Analysis, Management, Coaching, Strategic Financial..., Marketing, Series 63, Analysis, Time Management
Education
Heald College 1986 — 1988
Bachelor's degree, Accounting
Arroyo High School
Edward Jones September 2011 - Present
Edward Jones July 2001 - Present
Edward Jones July 2001 - March 2006
2nd Ave Design January 2001 - July 2001
PacifiCare Health Systems January 2000 - January 2001
Superstition Springs Community Church September 1994 - February 2000
Skills
Training, Account Reconciliation, Budgets, Accounting, Accounts Payable, Customer Service, Leadership, Accounts Receivable, Retail, Microsoft Office, Auditing, Microsoft Excel, Process Improvement, Mutual Funds, Invoicing, Series 7, Team Leadership, Retirement Planning, Financial Reporting, Human Resources, Finance, Securities, Team Building, Sales, Payroll, Internal Controls, SEC filings, Bookkeeping, General Ledger, Financial Accounting, Payments, Data Entry, Small Business, Event Planning, Financial Analysis, Microsoft Word, Risk Management, Access, 401k, Financial Services, Nonprofits, Leadership Development, Business Analysis, Management, Coaching, Strategic Financial..., Marketing, Series 63, Analysis, Time Management
Education
Heald College 1986 — 1988
Bachelor's degree, Accounting
Arroyo High School
Resa Reedy Resa Reedy's Edward Jones Experience March 1993 - May 1997
Job Sales and Marketing
Industry Hospital & Health Care
Experience
IntegraCare Home Health April 2012 - May 2014
AstraZeneca May 2000 - March 2012
Dell Computer March 1999 - May 2000
Edward Jones March 1993 - May 1997
Skills
Leadership Development, Strategic Planning, Public Speaking, Public Relations, Event Planning, Nonprofits, Marketing, Training, Team Building, Leadership, Marketing Strategy, Coaching, Research, Fundraising, Higher Education, Event Management, Management
Education
Hardin-Simmons University 1981 — 1984
BBA, Marketing
Texas Christian University 1980 — 1981
BBA in Marketing
IntegraCare Home Health April 2012 - May 2014
AstraZeneca May 2000 - March 2012
Dell Computer March 1999 - May 2000
Edward Jones March 1993 - May 1997
Skills
Leadership Development, Strategic Planning, Public Speaking, Public Relations, Event Planning, Nonprofits, Marketing, Training, Team Building, Leadership, Marketing Strategy, Coaching, Research, Fundraising, Higher Education, Event Management, Management
Education
Hardin-Simmons University 1981 — 1984
BBA, Marketing
Texas Christian University 1980 — 1981
BBA in Marketing
Sheridan Spillman Sheridan Spillman's Edward Jones Experience February 2004 - March 2008
Job Administrative Assistant Extraordinaire
Industry Individual & Family Services
Experience
FreightWatch International February 2015 - April 2015
Workforce Solutions July 2010 - October 2014
Adecco Staffing April 2010 - July 2010
Morrow, Gordon & Byrd LTD March 2009 - July 2009
Schorr Architects, Inc March 2008 - July 2008
Edward Jones February 2004 - March 2008
The Leukemia & Lymphoma Society November 2002 - May 2003
Skills
Event Planning, Data Entry, Customer Service, Community Outreach, Microsoft Office, Microsoft Excel, Research, Training, Marketing, Management
Education
Hanover College 1998 — 2002
B.A., Sociology
FreightWatch International February 2015 - April 2015
Workforce Solutions July 2010 - October 2014
Adecco Staffing April 2010 - July 2010
Morrow, Gordon & Byrd LTD March 2009 - July 2009
Schorr Architects, Inc March 2008 - July 2008
Edward Jones February 2004 - March 2008
The Leukemia & Lymphoma Society November 2002 - May 2003
Skills
Event Planning, Data Entry, Customer Service, Community Outreach, Microsoft Office, Microsoft Excel, Research, Training, Marketing, Management
Education
Hanover College 1998 — 2002
B.A., Sociology
Chifaun Williams Chifaun Williams's Edward Jones Experience August 2007 - May 2008
Job Consultant at Verizon
Industry Financial Services
Experience
Verizon February 2011 - Present
Metropolitan Life July 2008 - August 2009
Edward Jones August 2007 - May 2008
American Funds Group August 2003 - August 2007
Coleman & Associates August 2002 - August 2003
Skills
Training, Employee Training, Leadership, Sales, CRM, Customer Service, Management, Negotiation, Call Centers
Education
Hampton University 1998 — 2002
Bachelor of Arts, Psychology
Verizon February 2011 - Present
Metropolitan Life July 2008 - August 2009
Edward Jones August 2007 - May 2008
American Funds Group August 2003 - August 2007
Coleman & Associates August 2002 - August 2003
Skills
Training, Employee Training, Leadership, Sales, CRM, Customer Service, Management, Negotiation, Call Centers
Education
Hampton University 1998 — 2002
Bachelor of Arts, Psychology
Natasha Bowden Natasha Bowden's Edward Jones Experience September 1999 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1999 - Present
Ashley Interiors/Braxton Culler, Inc. February 1998 - September 1999
Skills
TRANSFERABLE SKILLS:, •Identifying..., offering guidance in..., •Providing assessments..., •Coordinating &..., •Documenting..., •Acting as a liaison..., •Implementing..., GENERAL OFFICE SKILLS:, Microsoft Office Suite..., Typing, Office Equipment..., Office Administration, Attention to detail, Active Listening, OTHER SKILLS:, Artistic Eye, Musically Inclined, Strong Written & Verbal..., Interpersonal Skills, Editing, Proofreading, Sales
Education
Guilford College 1992 — 1994
Bachelor of Applied Science (BASc), Psychology
Edward Jones September 1999 - Present
Ashley Interiors/Braxton Culler, Inc. February 1998 - September 1999
Skills
TRANSFERABLE SKILLS:, •Identifying..., offering guidance in..., •Providing assessments..., •Coordinating &..., •Documenting..., •Acting as a liaison..., •Implementing..., GENERAL OFFICE SKILLS:, Microsoft Office Suite..., Typing, Office Equipment..., Office Administration, Attention to detail, Active Listening, OTHER SKILLS:, Artistic Eye, Musically Inclined, Strong Written & Verbal..., Interpersonal Skills, Editing, Proofreading, Sales
Education
Guilford College 1992 — 1994
Bachelor of Applied Science (BASc), Psychology
Todd Carlile Todd Carlile's Edward Jones Experience May 1991 - Present
Job
Industry Financial Services
Experience
Edward Jones May 1991 - Present
Skills
529 Plans, Retirement Plan..., Annuities, Common..., Retirement, Portfolio and...
Education
Hardin-Simmons University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones May 1991 - Present
Skills
529 Plans, Retirement Plan..., Annuities, Common..., Retirement, Portfolio and...
Education
Hardin-Simmons University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Jill Simpson's Edward Jones Experience December 2010 - June 2012
Job Program Specialist at United Way Of Sandusky County
Industry Higher Education
Experience
United Way Of Sandusky County February 2015 - Present
Terra State Community College January 2015 - Present
Terra State Community College June 2012 - January 2015
Edward Jones December 2010 - June 2012
Sandusky County Board of Developmental Disabilities (SCBDD) March 2008 - December 2010
Leadership Sandusky County September 2006 - March 2008
Whirlpool Corporation May 2007 - August 2007
Sandusky County Health Department September 1997 - April 2005
Easter Seal Society of Northwestern Ohio, Inc September 1995 - September 1997
Sandusky County Children Services September 1989 - January 1992
Skills
Program Development, Nonprofits, Non-profits, Fundraising, Leadership Development, Public Relations, Project Planning, Grant Writing, Organizational..., Event Management, Community Outreach, Program Management, Strategic Planning, Team Building, Public Speaking, Leadership, Research, Teaching, Event Planning, System Administration, Customer Service, Coaching, Marketing, Training, Staff Development, Volunteer Management, Social Media, Government, Higher Education, Microsoft Office, Adult Education, Grants, Budgets, Recruiting, Administration, Data Analysis, Resume Writing, Policy, PowerPoint, Community Development, Microsoft Excel, E-Learning, Microsoft Word
Education
Tiffin University 2006 — 2009
Master, Business Administration
Heidelberg University 1993 — 1995
Bachelor of Science, Psychology
Terra State Community College 1985 — 1989
Associate in Technical Studies, Law Enforcement/Juvenile Advocacy and Counseling; Technical Studies
Fremont Ross High School
United Way Of Sandusky County February 2015 - Present
Terra State Community College January 2015 - Present
Terra State Community College June 2012 - January 2015
Edward Jones December 2010 - June 2012
Sandusky County Board of Developmental Disabilities (SCBDD) March 2008 - December 2010
Leadership Sandusky County September 2006 - March 2008
Whirlpool Corporation May 2007 - August 2007
Sandusky County Health Department September 1997 - April 2005
Easter Seal Society of Northwestern Ohio, Inc September 1995 - September 1997
Sandusky County Children Services September 1989 - January 1992
Skills
Program Development, Nonprofits, Non-profits, Fundraising, Leadership Development, Public Relations, Project Planning, Grant Writing, Organizational..., Event Management, Community Outreach, Program Management, Strategic Planning, Team Building, Public Speaking, Leadership, Research, Teaching, Event Planning, System Administration, Customer Service, Coaching, Marketing, Training, Staff Development, Volunteer Management, Social Media, Government, Higher Education, Microsoft Office, Adult Education, Grants, Budgets, Recruiting, Administration, Data Analysis, Resume Writing, Policy, PowerPoint, Community Development, Microsoft Excel, E-Learning, Microsoft Word
Education
Tiffin University 2006 — 2009
Master, Business Administration
Heidelberg University 1993 — 1995
Bachelor of Science, Psychology
Terra State Community College 1985 — 1989
Associate in Technical Studies, Law Enforcement/Juvenile Advocacy and Counseling; Technical Studies
Fremont Ross High School
Kelly Daugherty's Edward Jones Experience May 2014 - Present
Job Branch Office Administrator with Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Daugherty Brothers Real Estate July 2009 - August 2014
Turner Industries July 2004 - July 2009
Citizens National Bank March 2003 - July 2004
Central Insurance Agency October 2002 - February 2003
Daugherty Brothers Real Estate July 1988 - May 2002
Skills
Customer Service, Administration, Real Estate, Agents, Rentals, Selling, Telephone Skills, Administrative Support, Data Entry, Office Management, Computer Literate, Real Estate Transactions, Realty, Typing, Relocations, Customer Relations, Word, First Time Buyers, Residential, Microsoft Office, Sales
Education
Grove City College 1988 — 1992
Bachelor of Art's Degree, International Business
Oil City High School 1984 — 1988
Academic
Edward Jones May 2014 - Present
Daugherty Brothers Real Estate July 2009 - August 2014
Turner Industries July 2004 - July 2009
Citizens National Bank March 2003 - July 2004
Central Insurance Agency October 2002 - February 2003
Daugherty Brothers Real Estate July 1988 - May 2002
Skills
Customer Service, Administration, Real Estate, Agents, Rentals, Selling, Telephone Skills, Administrative Support, Data Entry, Office Management, Computer Literate, Real Estate Transactions, Realty, Typing, Relocations, Customer Relations, Word, First Time Buyers, Residential, Microsoft Office, Sales
Education
Grove City College 1988 — 1992
Bachelor of Art's Degree, International Business
Oil City High School 1984 — 1988
Academic
Robert McBee's Edward Jones Experience April 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Education
Harvard University
Edward Jones April 2011 - Present
Education
Harvard University
Jenna Catton Jenna Catton's Edward Jones Experience July 2011 - January 2012
Job CSSR at Farmers Insurance Scott Field Agency
Industry Hospitality
Experience
Farmers Insurance September 2014 - Present
Eastlake Country Club May 2013 - September 2014
Riverwalk Golf Club July 2012 - May 2013
Farmers Insurance January 2012 - July 2012
Edward Jones July 2011 - January 2012
Qualtech Auto Collision and Repair Center May 2011 - August 2011
Farmers Insurance May 2011 - August 2011
Skills
Social Media, Public Relations, Customer Service, Marketing, Advertising, Facebook, Event Planning, Microsoft Office, Blogging, Social Networking, Microsoft Word, Media Relations, Marketing Communications, Public Speaking, Editing
Education
Biola University 2008 — 2011
Bachelor of Arts, Journalism emphasis Public Relations
Hawaii Pacific University 2007 — 2008
Farmers Insurance September 2014 - Present
Eastlake Country Club May 2013 - September 2014
Riverwalk Golf Club July 2012 - May 2013
Farmers Insurance January 2012 - July 2012
Edward Jones July 2011 - January 2012
Qualtech Auto Collision and Repair Center May 2011 - August 2011
Farmers Insurance May 2011 - August 2011
Skills
Social Media, Public Relations, Customer Service, Marketing, Advertising, Facebook, Event Planning, Microsoft Office, Blogging, Social Networking, Microsoft Word, Media Relations, Marketing Communications, Public Speaking, Editing
Education
Biola University 2008 — 2011
Bachelor of Arts, Journalism emphasis Public Relations
Hawaii Pacific University 2007 — 2008
Carter Davinci's Edward Jones Experience February 1983 - October 2000
Job Executive Director at International Gem & Jewelry Inc.®
Industry Mining & Metals
Experience
International Gem & Jewelry Inc.® September 2000 - Present
Edward Jones February 1983 - October 2000
Education
Harvard Business School 1974 — 1980
MBA, Finance
International Gem & Jewelry Inc.® September 2000 - Present
Edward Jones February 1983 - October 2000
Education
Harvard Business School 1974 — 1980
MBA, Finance
Chad Kyes Chad Kyes's Edward Jones Experience June 1999 - March 2001
Job Manager Supervision at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists LLC, Member FINRA/SIPC June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - May 2014
Berthel Fisher & Company Financial Services October 2013 - January 2014
Ameritas Invesment Corp 2006 - October 2013
Ameritas Investment Corp. September 2005 - July 2006
Ameritas Investment Corp. October 2003 - September 2005
Ameritas Investment Corp. January 2002 - October 2003
Ameritas Investment Corp. April 2001 - January 2002
Edward Jones June 1999 - March 2001
Doniphan Public Schools June 1993 - June 1999
Education
Hastings College 1988 — 1992
Central City High School 1983 — 1987
Cetera Financial Specialists LLC, Member FINRA/SIPC June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - May 2014
Berthel Fisher & Company Financial Services October 2013 - January 2014
Ameritas Invesment Corp 2006 - October 2013
Ameritas Investment Corp. September 2005 - July 2006
Ameritas Investment Corp. October 2003 - September 2005
Ameritas Investment Corp. January 2002 - October 2003
Ameritas Investment Corp. April 2001 - January 2002
Edward Jones June 1999 - March 2001
Doniphan Public Schools June 1993 - June 1999
Education
Hastings College 1988 — 1992
Central City High School 1983 — 1987
Jeff McGlawn Jeff McGlawn's Edward Jones Experience June 2007 - Present
Job Operational...Presenter...Techie...Jackofalltrades
Industry Financial Services
Experience
Edward Jones June 2007 - Present
ACN April 2007 - June 2009
Church June 1997 - October 2006
Skills
Mentoring, Leadership, Public Speaking, Event Planning, Teaching, Entrepreneurship, Sales, Training, Team Building, Coaching, Leadership Development, Customer Service, Networking, Fundraising, Small Business, Social Networking, Team Leadership, Nonprofits, Community Outreach
Education
Harding University 1993 — 1997
BA, Youth and Family Ministry
Edward Jones June 2007 - Present
ACN April 2007 - June 2009
Church June 1997 - October 2006
Skills
Mentoring, Leadership, Public Speaking, Event Planning, Teaching, Entrepreneurship, Sales, Training, Team Building, Coaching, Leadership Development, Customer Service, Networking, Fundraising, Small Business, Social Networking, Team Leadership, Nonprofits, Community Outreach
Education
Harding University 1993 — 1997
BA, Youth and Family Ministry
Nathan Gale Nathan Gale's Edward Jones Experience June 2015 - August 2015
Job Financial Adviser Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
The Home Depot June 2014 - August 2014
Bicking Lanscaping May 2013 - August 2014
Skills
Finance, Financial Planning, Investments, Microsoft Excel, Accounting, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Juggling, Marketing, Social Media
Education
Grove City College 2012 — 2016
Finance
Edward Jones June 2015 - August 2015
The Home Depot June 2014 - August 2014
Bicking Lanscaping May 2013 - August 2014
Skills
Finance, Financial Planning, Investments, Microsoft Excel, Accounting, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Juggling, Marketing, Social Media
Education
Grove City College 2012 — 2016
Finance
Theresa Falcone Theresa Falcone's Edward Jones Experience August 2011 - August 2012
Job Associate Financial Consultant at Charles Schwab, Independent Branch Office
Industry Financial Services
Experience
Charles Schwab, Maryland Independent Branch Office June 2014 - Present
CitiMortgage Inc. August 2012 - March 2014
Edward Jones August 2011 - August 2012
The Columbia Bank June 2008 - August 2011
CTX Mortgage Company June 2003 - June 2008
Accubank Mortgage Company March 2002 - June 2003
Citi March 1986 - November 2002
Skills
Customer Service..., Customer Service, Mortgage Lending, Call Centers, Risk Management, Investments, Banking, Financial Analysis, Finance, Financial Modeling, Insurance, Credit Scoring, Call center start-up, Mortgage Servicing, Financial Services, Credit Analysis, Credit Cards, Home Equity Loans, Home Equity Lines of..., User Acceptance Testing, Investment Properties, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Rental Management
Education
Hagerstown Community College
Central Catholic High School
Charles Schwab, Maryland Independent Branch Office June 2014 - Present
CitiMortgage Inc. August 2012 - March 2014
Edward Jones August 2011 - August 2012
The Columbia Bank June 2008 - August 2011
CTX Mortgage Company June 2003 - June 2008
Accubank Mortgage Company March 2002 - June 2003
Citi March 1986 - November 2002
Skills
Customer Service..., Customer Service, Mortgage Lending, Call Centers, Risk Management, Investments, Banking, Financial Analysis, Finance, Financial Modeling, Insurance, Credit Scoring, Call center start-up, Mortgage Servicing, Financial Services, Credit Analysis, Credit Cards, Home Equity Loans, Home Equity Lines of..., User Acceptance Testing, Investment Properties, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Rental Management
Education
Hagerstown Community College
Central Catholic High School
Street Jones Street Jones's Edward Jones Experience 2010 - 2012
Job Broker at Rich Commercial Realty
Industry Commercial Real Estate
Experience
Rich Commercial Realty, LLC 2013 - Present
The Fidelity Bank 2012 - 2013
Edward Jones 2010 - 2012
Skills
Financial Advisory, Direct Sales, Series 7, Insurance, Series 63, Life Insurance, Retirement Planning, Customer Service, Banking, Loans, Finance, Investments, Real Estate, Investment Banking, Property Management
Education
Hampden-Sydney College 2006 — 2010
BA, History
Broughton High School 2002 — 2006
Rich Commercial Realty, LLC 2013 - Present
The Fidelity Bank 2012 - 2013
Edward Jones 2010 - 2012
Skills
Financial Advisory, Direct Sales, Series 7, Insurance, Series 63, Life Insurance, Retirement Planning, Customer Service, Banking, Loans, Finance, Investments, Real Estate, Investment Banking, Property Management
Education
Hampden-Sydney College 2006 — 2010
BA, History
Broughton High School 2002 — 2006
Garrett Goodwin's Edward Jones Experience November 2012 - August 2014
Job
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Edward Jones November 2012 - August 2014
Skills
Mutual Funds, Bonds, Fixed Income, Equities, Retirement
Education
Hardin-Simmons University 2008 — 2012
BBA, Finance
New York Life Insurance Company August 2014 - Present
Edward Jones November 2012 - August 2014
Skills
Mutual Funds, Bonds, Fixed Income, Equities, Retirement
Education
Hardin-Simmons University 2008 — 2012
BBA, Finance
Sheldon Porter Sheldon Porter's Edward Jones Experience March 2011 - January 2012
Job State Farm Insurance and Financial Services
Industry Insurance
Experience
State Farm August 2013 - Present
State Farm Insurance June 2012 - August 2013
Edward Jones March 2011 - January 2012
Education Realty Trust February 2005 - March 2011
Skills
401k Rollovers, Series 7, Saving for Education, Retirement Planning, Insurance, Life Insurance, Uniform Combined State..., Retirement, Wealth Management, IRAs, Investment Advisory, College Savings Plans, Mutual Funds, 529 Plans, Wealth Accumulation, Fixed Annuities, Asset Allocation, Strategic Financial..., Roth IRA, Financial Advisory, Investment Strategies, Series 63, Long-term Care, Health Insurance, Whole Life, Disability Insurance, Homeowners
Education
Greenville Technical College 2000 — 2001
Associate's degree, Marketing
State Farm August 2013 - Present
State Farm Insurance June 2012 - August 2013
Edward Jones March 2011 - January 2012
Education Realty Trust February 2005 - March 2011
Skills
401k Rollovers, Series 7, Saving for Education, Retirement Planning, Insurance, Life Insurance, Uniform Combined State..., Retirement, Wealth Management, IRAs, Investment Advisory, College Savings Plans, Mutual Funds, 529 Plans, Wealth Accumulation, Fixed Annuities, Asset Allocation, Strategic Financial..., Roth IRA, Financial Advisory, Investment Strategies, Series 63, Long-term Care, Health Insurance, Whole Life, Disability Insurance, Homeowners
Education
Greenville Technical College 2000 — 2001
Associate's degree, Marketing
Nick Brumley Nick Brumley's Edward Jones Experience January 2006 - May 2006
Job Marketing Specialist at Wyatt Field Service Company
Industry Oil & Energy
Experience
Wyatt Field Service Company May 2015 - Present
Wyatt Field Service Company July 2013 - Present
Hunt Guillot & Associates December 2011 - June 2013
Hunt Guillot & Associates December 2010 - December 2011
JPMorgan Chase January 2010 - December 2010
Allcare Pharmacy February 2008 - January 2010
Sherwin-Williams Paints October 2006 - February 2008
Edward Jones January 2006 - May 2006
Skills
Management, Budgets, Program Management, Auditing, Recruiting, Accounts Receivable, Analysis, Leadership, Microsoft Office, Inventory Management, Microsoft Excel, Accounting, Sales, Process Improvement, Finance, Quality Assurance, Contract Management, Financial Analysis, Project Planning, Access, Process Scheduler, SAP, Procurement, Project Management
Education
Henderson State University 2007 — 2009
M.B.A., Masters of Business Administration
Henderson State University 2001 — 2006
B.B.A, Management
Wyatt Field Service Company May 2015 - Present
Wyatt Field Service Company July 2013 - Present
Hunt Guillot & Associates December 2011 - June 2013
Hunt Guillot & Associates December 2010 - December 2011
JPMorgan Chase January 2010 - December 2010
Allcare Pharmacy February 2008 - January 2010
Sherwin-Williams Paints October 2006 - February 2008
Edward Jones January 2006 - May 2006
Skills
Management, Budgets, Program Management, Auditing, Recruiting, Accounts Receivable, Analysis, Leadership, Microsoft Office, Inventory Management, Microsoft Excel, Accounting, Sales, Process Improvement, Finance, Quality Assurance, Contract Management, Financial Analysis, Project Planning, Access, Process Scheduler, SAP, Procurement, Project Management
Education
Henderson State University 2007 — 2009
M.B.A., Masters of Business Administration
Henderson State University 2001 — 2006
B.B.A, Management
Craig W. Tidball Craig W. Tidball's Edward Jones Experience July 1979 - Present
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones July 1979 - Present
Greenville College June 1992 - Present
MasterWorks Festival May 2014 - Present
Kosciusko County Community Foundation November 2004 - November 2013
Cleveland Clinic 1988 - 1989
WMAY Radio 1978 - 1979
WSMI Radio 1977 - 1978
Skills
Estate Planning, Higher Education, Non-profits, Public Speaking, Leadership, Retirement, Nonprofits, Long-term Care
Education
Greenville College 1972 — 1977
BA, Speech Communications
Edward Jones July 1979 - Present
Greenville College June 1992 - Present
MasterWorks Festival May 2014 - Present
Kosciusko County Community Foundation November 2004 - November 2013
Cleveland Clinic 1988 - 1989
WMAY Radio 1978 - 1979
WSMI Radio 1977 - 1978
Skills
Estate Planning, Higher Education, Non-profits, Public Speaking, Leadership, Retirement, Nonprofits, Long-term Care
Education
Greenville College 1972 — 1977
BA, Speech Communications
Patrick Buley Patrick Buley's Edward Jones Experience June 2009 - August 2009
Job Experienced QSR Manager
Industry Restaurants
Experience
Subway December 2010 - Present
Edward Jones June 2009 - August 2009
Skills
Direct Sales, Direct Marketing, Business Analysis, Business Strategy, Analysis, Time Management, Public Speaking, SPSS, Customer Service, PowerPoint, Data Analysis, Leadership, Research, File Management, Microsoft Office, Microsoft Excel, Event Planning, Management, Sales
Education
Hanover College 2006 — 2010
BA, Economics
Subway December 2010 - Present
Edward Jones June 2009 - August 2009
Skills
Direct Sales, Direct Marketing, Business Analysis, Business Strategy, Analysis, Time Management, Public Speaking, SPSS, Customer Service, PowerPoint, Data Analysis, Leadership, Research, File Management, Microsoft Office, Microsoft Excel, Event Planning, Management, Sales
Education
Hanover College 2006 — 2010
BA, Economics
Ben Cuzen's Edward Jones Experience January 2010 - May 2010
Job Professional Golfer at Self Employed
Industry Medical Devices
Experience
Self Employed June 2010 - Present
Edward Jones January 2010 - May 2010
Henderson State University August 2007 - August 2009
Energy Sports January 2006 - August 2006
Durban Country Club January 2004 - January 2005
Skills
Finance, Financial Analysis, Economics, Public Speaking, Research, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Customer Service, Analysis
Education
Henderson State University 2006 — 2010
BBA, Finance
Self Employed June 2010 - Present
Edward Jones January 2010 - May 2010
Henderson State University August 2007 - August 2009
Energy Sports January 2006 - August 2006
Durban Country Club January 2004 - January 2005
Skills
Finance, Financial Analysis, Economics, Public Speaking, Research, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Customer Service, Analysis
Education
Henderson State University 2006 — 2010
BBA, Finance
Kurt Kazmierczak's Edward Jones Experience September 2008 - October 2010
Job Independent Consultant at Carr & Associates, LLC
Industry Financial Services
Experience
Carr & Associates, LLC May 2015 - Present
Sachs & Hess, PC May 2014 - April 2015
COUNTRY ® Financial December 2011 - June 2012
Merrill Lynch October 2010 - October 2011
Edward Jones September 2008 - October 2010
Skills
New Business Development, Insurance, Sales, Microsoft Office, Retirement Planning, Customer Service, Sales Presentations, Customer Satisfaction, Banking, Team Building, Finance, Legal Research, Legal Writing, Public Speaking, Research, Strategic Planning, Social Media
Education
Valparaiso University School of Law 2012 — 2015
Juris Doctor
Hanover College 1994 — 1997
Business
Carr & Associates, LLC May 2015 - Present
Sachs & Hess, PC May 2014 - April 2015
COUNTRY ® Financial December 2011 - June 2012
Merrill Lynch October 2010 - October 2011
Edward Jones September 2008 - October 2010
Skills
New Business Development, Insurance, Sales, Microsoft Office, Retirement Planning, Customer Service, Sales Presentations, Customer Satisfaction, Banking, Team Building, Finance, Legal Research, Legal Writing, Public Speaking, Research, Strategic Planning, Social Media
Education
Valparaiso University School of Law 2012 — 2015
Juris Doctor
Hanover College 1994 — 1997
Business
Jerry Troyer's Edward Jones Experience April 1997 - February 2006
Job Financial Advisor
Industry Financial Services
Experience
WindanSea Financial Services December 2013 - Present
Sammons Securities March 2006 - December 2013
Edward Jones April 1997 - February 2006
First State Bank of Middlebury June 1974 - May 1997
Lake City Bank September 1994 - March 1997
Education
Dalbar 401k Specialist
Asset Allocation Management Specialist
Midwest Graduate School of Banking
Graduate Degree, Banking Administration
Hamilton University
B.S., Business Management
WindanSea Financial Services December 2013 - Present
Sammons Securities March 2006 - December 2013
Edward Jones April 1997 - February 2006
First State Bank of Middlebury June 1974 - May 1997
Lake City Bank September 1994 - March 1997
Education
Dalbar 401k Specialist
Asset Allocation Management Specialist
Midwest Graduate School of Banking
Graduate Degree, Banking Administration
Hamilton University
B.S., Business Management
Deshaan Johnson's Edward Jones Experience Contract SpecialistDefense Logistics AgencyJuly 2012 - April 2015
Job Contract Specialist at Defense Logistics Agency
Industry Financial Services
Experience
Edward Jones Contract SpecialistDefense Logistics AgencyJuly 2012 - April 2015
Education
Hampton University 2010 — 2014
Bachelor’s Degree, Economics
Edward Jones Contract SpecialistDefense Logistics AgencyJuly 2012 - April 2015
Education
Hampton University 2010 — 2014
Bachelor’s Degree, Economics
Gene Fletcher Gene Fletcher's Edward Jones Experience June 2008 - December 2009
Job Truck Sales at Murphy Hoffman Company and Managing Partner for Executive Cleaners Dallas
Industry Transportation/Trucking/Railroad
Experience
MHC Kenworth July 2015 - Present
Executive Cleaners Dallas 2014 - Present
Absolute Hyundai December 2014 - March 2015
Town East Ford January 2014 - December 2014
TIAA-CREF April 2011 - November 2012
JPMorgan Chase December 2009 - April 2011
Edward Jones June 2008 - December 2009
Skills
Microsoft Office, Adobe Photoshop, Mathematical Analysis, Access, Analysis, Facebook, Finance, Financial Risk, Investments, Loans, Management, Outlook, Photoshop, Portfolio Management, Asset Allocation, Customer Service, Sales, Social Media
Education
Hampton University 2004 — 2008
B.S, Finance; Financial Forecasting and Analysis, 3.3
St. Mark's School of Texas
MHC Kenworth July 2015 - Present
Executive Cleaners Dallas 2014 - Present
Absolute Hyundai December 2014 - March 2015
Town East Ford January 2014 - December 2014
TIAA-CREF April 2011 - November 2012
JPMorgan Chase December 2009 - April 2011
Edward Jones June 2008 - December 2009
Skills
Microsoft Office, Adobe Photoshop, Mathematical Analysis, Access, Analysis, Facebook, Finance, Financial Risk, Investments, Loans, Management, Outlook, Photoshop, Portfolio Management, Asset Allocation, Customer Service, Sales, Social Media
Education
Hampton University 2004 — 2008
B.S, Finance; Financial Forecasting and Analysis, 3.3
St. Mark's School of Texas
Ralph Taylor, II Ralph Taylor, II's Edward Jones Experience December 2014 - Present
Job
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Henderson State University August 2009 - May 2013
Skills
Microsoft Office, Financial Analysis, Finance, Investments, Research, Loan Origination, Banking, Team Leadership, Access, Analysis, Microsoft Excel, Data Analysis, Budgets, Accounting, Financial Modeling
Education
Henderson State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Edward Jones December 2014 - Present
Henderson State University August 2009 - May 2013
Skills
Microsoft Office, Financial Analysis, Finance, Investments, Research, Loan Origination, Banking, Team Leadership, Access, Analysis, Microsoft Excel, Data Analysis, Budgets, Accounting, Financial Modeling
Education
Henderson State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Der Hung Der Hung's Edward Jones Experience September 2011 - May 2012
Job Investment Associate at CFO4Life specializing in Investment Research | Risk Management | Portfolio Management
Industry Financial Services
Experience
CFO4Life February 2014 - Present
Young Life March 2010 - August 2014
Clayton Bank and Trust June 2013 - February 2014
Merrill Lynch October 2012 - May 2013
Caterpillar Financial June 2012 - July 2012
Edward Jones September 2011 - May 2012
Puleo's Grille July 2007 - September 2011
Skills
Risk Management, Investment Management, Portfolio Management, Mutual Funds, Investment Advisory, Loans, Financial Analysis, Investments, Investment Advisory..., Succession Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Analysis, Time Management, Management, Leadership, Bloomberg Terminal, Bloomberg, Microsoft Word, Outlook, Social Media, Access, Public Speaking, PowerPoint, Microsoft Office, Morningstar, Microsoft Excel, Series 7
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Finance & Accounting
CFO4Life February 2014 - Present
Young Life March 2010 - August 2014
Clayton Bank and Trust June 2013 - February 2014
Merrill Lynch October 2012 - May 2013
Caterpillar Financial June 2012 - July 2012
Edward Jones September 2011 - May 2012
Puleo's Grille July 2007 - September 2011
Skills
Risk Management, Investment Management, Portfolio Management, Mutual Funds, Investment Advisory, Loans, Financial Analysis, Investments, Investment Advisory..., Succession Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Analysis, Time Management, Management, Leadership, Bloomberg Terminal, Bloomberg, Microsoft Word, Outlook, Social Media, Access, Public Speaking, PowerPoint, Microsoft Office, Morningstar, Microsoft Excel, Series 7
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Finance & Accounting
Tom DeCoste's Edward Jones Experience November 2006 - November 2008
Job Owner at jiovi
Industry Farming
Experience
jiovi January 2014 - Present
Foxgreen Farms, LLC January 2010 - Present
Seboeis Road Owners' Association May 2012 - March 2015
U.S. Department of Homeland Security, Transportation Security Administration September 2010 - December 2014
Department of Homeland Security - Transportation Security Administration November 2009 - December 2014
TSA March 2002 - November 2009
Edward Jones November 2006 - November 2008
Skills
Permaculture, Sustainability..., Resiliency, Government, Community Outreach, Management, Organizational..., Homeland Security, Policy, Security, Leadership, Crisis Management, Emergency Management, Leadership Development, Nonprofits, National Security, Strategic Planning, Public Speaking, Security Operations, Counterterrorism, Private Investigations, Supervisory Skills, Enforcement, Process Improvement, Policy Analysis, Event Planning, Blogging, Security Clearance, Military, Investigation, Aviation Security, Airports, Coaching, Preparedness, Strategic Communications, Criminal Investigations, Investigations
Education
University of Pennsylvania - The Wharton School (CA) 2012 — 2012
Gamification, A
Tulane University 1979 — 1983
Computer Science, Social Psychology
Harvard University
Awesome Education, Conservation Ecology, Epidemiology, Comparative Religious Ethics
USDA Graduate School
Leadership - Managing Change
Wheaton College (MA)
Awesome Education, Molecular Biology
jiovi January 2014 - Present
Foxgreen Farms, LLC January 2010 - Present
Seboeis Road Owners' Association May 2012 - March 2015
U.S. Department of Homeland Security, Transportation Security Administration September 2010 - December 2014
Department of Homeland Security - Transportation Security Administration November 2009 - December 2014
TSA March 2002 - November 2009
Edward Jones November 2006 - November 2008
Skills
Permaculture, Sustainability..., Resiliency, Government, Community Outreach, Management, Organizational..., Homeland Security, Policy, Security, Leadership, Crisis Management, Emergency Management, Leadership Development, Nonprofits, National Security, Strategic Planning, Public Speaking, Security Operations, Counterterrorism, Private Investigations, Supervisory Skills, Enforcement, Process Improvement, Policy Analysis, Event Planning, Blogging, Security Clearance, Military, Investigation, Aviation Security, Airports, Coaching, Preparedness, Strategic Communications, Criminal Investigations, Investigations
Education
University of Pennsylvania - The Wharton School (CA) 2012 — 2012
Gamification, A
Tulane University 1979 — 1983
Computer Science, Social Psychology
Harvard University
Awesome Education, Conservation Ecology, Epidemiology, Comparative Religious Ethics
USDA Graduate School
Leadership - Managing Change
Wheaton College (MA)
Awesome Education, Molecular Biology
Marcy Onan Marcy Onan's Edward Jones Experience February 2004 - October 2004
Job Consultant at Rodan + Fields Dermatologists
Industry Consumer Goods
Experience
Rodan + Fields Dermatologists July 2014 - Present
Atlantis Financial April 2014 - September 2014
The Pampered Chef 2011 - November 2013
Maryland Farms YMCA 2010 - 2010
Metro Nashville Public Schools January 2004 - May 2005
Edward Jones February 2004 - October 2004
Onan Graphics July 1995 - November 1997
LifeWay Christian Resources May 1986 - August 1994
Nashville State Community College September 1986 - December 1986
MH Design September 1984 - May 1986
Skills
Advertising, Layout, QuarkXPress, Brochures, Illustrator, Public Relations, Sales, Graphics, Logo Design, Brand Development, Art, Magazines, Books, Newsletters, Adobe Acrobat, Graphic Design, Teaching, Team-oriented, Time Management, Photoshop, Adobe Creative Suite, Interior Design, Microsoft Office, Illustration, Creative Direction, Social Media, Posters, Packaging, Social Networking, Visual Arts, Business Writing, Close Attention to..., High Level Of Accuracy, Computer Graphics, Computer Proficiency, Marketing, Communication Skills, Creative Writing, Photography, Financial Assistance, Organizational Behavior, Preparation of Business..., Electronic Funds..., Follow-through Skills, Pianist, Songwriting, Direct Sales, Public Speaking, Non-fiction Writer, Home staging
Education
Southern Illinois University, Carbondale 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Design and Visual Communications, General, 3.67
Harper College 1973 — 1975
Bachelor of Arts (B.A.), Fine/Studio Arts, General, 3.5
Northern Illinois University 1972 — 1973
Bachelof of Science, Business/Commerce, General
Rodan + Fields Dermatologists July 2014 - Present
Atlantis Financial April 2014 - September 2014
The Pampered Chef 2011 - November 2013
Maryland Farms YMCA 2010 - 2010
Metro Nashville Public Schools January 2004 - May 2005
Edward Jones February 2004 - October 2004
Onan Graphics July 1995 - November 1997
LifeWay Christian Resources May 1986 - August 1994
Nashville State Community College September 1986 - December 1986
MH Design September 1984 - May 1986
Skills
Advertising, Layout, QuarkXPress, Brochures, Illustrator, Public Relations, Sales, Graphics, Logo Design, Brand Development, Art, Magazines, Books, Newsletters, Adobe Acrobat, Graphic Design, Teaching, Team-oriented, Time Management, Photoshop, Adobe Creative Suite, Interior Design, Microsoft Office, Illustration, Creative Direction, Social Media, Posters, Packaging, Social Networking, Visual Arts, Business Writing, Close Attention to..., High Level Of Accuracy, Computer Graphics, Computer Proficiency, Marketing, Communication Skills, Creative Writing, Photography, Financial Assistance, Organizational Behavior, Preparation of Business..., Electronic Funds..., Follow-through Skills, Pianist, Songwriting, Direct Sales, Public Speaking, Non-fiction Writer, Home staging
Education
Southern Illinois University, Carbondale 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Design and Visual Communications, General, 3.67
Harper College 1973 — 1975
Bachelor of Arts (B.A.), Fine/Studio Arts, General, 3.5
Northern Illinois University 1972 — 1973
Bachelof of Science, Business/Commerce, General
Ben Coulter's Edward Jones Experience October 2011 - May 2015
Job Assistant Store Manager, Dillard's, Longview, TX
Industry Retail
Experience
Dillards July 2015 - Present
Edward Jones October 2011 - May 2015
Walgreens June 2007 - March 2011
Walgreens January 2006 - May 2007
Walgreens January 2005 - January 2006
Walgreens April 2003 - January 2005
Skills
Strategy, Finance, Retail, Customer Service, Management, Leadership, Financial Analysis, Marketing, Insurance, Profit & Loss Management, Employee Training, Financial Services, Operations Management, Shrinkage, Hiring, Employee Engagement, Client Relations, Client Development, Client Education, Client Presentation, Retail Sales, Account Management, Team Motivation, Business Strategy, Business Planning, Inventory Management, Key Performance..., Troubleshooting, Vendor Management, Strategic Planning, Team Building, Sales
Education
Henderson State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Management
Lake Hamilton High School 1992 — 1999
High School Diploma, Coursework
Dillards July 2015 - Present
Edward Jones October 2011 - May 2015
Walgreens June 2007 - March 2011
Walgreens January 2006 - May 2007
Walgreens January 2005 - January 2006
Walgreens April 2003 - January 2005
Skills
Strategy, Finance, Retail, Customer Service, Management, Leadership, Financial Analysis, Marketing, Insurance, Profit & Loss Management, Employee Training, Financial Services, Operations Management, Shrinkage, Hiring, Employee Engagement, Client Relations, Client Development, Client Education, Client Presentation, Retail Sales, Account Management, Team Motivation, Business Strategy, Business Planning, Inventory Management, Key Performance..., Troubleshooting, Vendor Management, Strategic Planning, Team Building, Sales
Education
Henderson State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Management
Lake Hamilton High School 1992 — 1999
High School Diploma, Coursework
Guus Stigter Guus Stigter's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Mammoet July 2012 - August 2014
Mammoet 2010 - 2012
Mammoet 2008 - 2009
Mammoet 2004 - 2007
Mammoet 1997 - 2003
Mammoet 1995 - 1996
Mammoet 1993 - 1995
Skills
Project Management, Account Management, Leadership, Logistics Management, Sales Management, Sales Operations, Budgets, Business Development, CRM, Change Management, Construction, Container, Contract Management, Contract Negotiation, EPC, Energy, Engineering, International Logistics, Logistics, Management, Maritime, Marketing, Negotiation, New Business Development, Offshore Drilling, Operations Management, Petroleum, Procurement, Project Engineering, Project Planning, Purchasing, Rail, SAP, Sales, Shipping, Strategy, Supply Chain, Supply Chain Management, Transportation, Transportation...
Education
Harvard Business School
Executive Programs, Risk Management for Corporate Leaders
IMD Business School
Nyenrode University
Northwestern University - Kellogg School of Management
Executive Programs, Accelerating Sales Force Performance
University of Houston, C.T. Bauer College of Business 1997 — 2000
MBA, Business
1986 — 1992
B. Sc., Mechanical Engineering
Edward Jones September 2014 - Present
Mammoet July 2012 - August 2014
Mammoet 2010 - 2012
Mammoet 2008 - 2009
Mammoet 2004 - 2007
Mammoet 1997 - 2003
Mammoet 1995 - 1996
Mammoet 1993 - 1995
Skills
Project Management, Account Management, Leadership, Logistics Management, Sales Management, Sales Operations, Budgets, Business Development, CRM, Change Management, Construction, Container, Contract Management, Contract Negotiation, EPC, Energy, Engineering, International Logistics, Logistics, Management, Maritime, Marketing, Negotiation, New Business Development, Offshore Drilling, Operations Management, Petroleum, Procurement, Project Engineering, Project Planning, Purchasing, Rail, SAP, Sales, Shipping, Strategy, Supply Chain, Supply Chain Management, Transportation, Transportation...
Education
Harvard Business School
Executive Programs, Risk Management for Corporate Leaders
IMD Business School
Nyenrode University
Northwestern University - Kellogg School of Management
Executive Programs, Accelerating Sales Force Performance
University of Houston, C.T. Bauer College of Business 1997 — 2000
MBA, Business
1986 — 1992
B. Sc., Mechanical Engineering
Sean Buruschkin Sean Buruschkin's Edward Jones Experience June 2009 - November 2009
Job Brokerage Services Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2011 - Present
Edward Jones June 2009 - November 2009
RBC Capital Markets December 2008 - February 2009
Janney Montgomery Scott December 2007 - February 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Strategies, Securities
Education
Hartwick College 2005 — 2009
BA, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Vanguard August 2011 - Present
Edward Jones June 2009 - November 2009
RBC Capital Markets December 2008 - February 2009
Janney Montgomery Scott December 2007 - February 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Strategies, Securities
Education
Hartwick College 2005 — 2009
BA, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Melia Menzies Melia Menzies's Edward Jones Experience May 2008 - March 2011
Job Financial Advisor helping clients set and achieve their goals at Menzies Financial Services
Industry Financial Services
Experience
Menzies Financial Services August 2012 - Present
Menzies Electric, LLC November 2005 - Present
Allstate Financial Services, LLC July 2011 - December 2011
Edward Jones May 2008 - March 2011
Skills
Investors, Securities, Equities, Series 7, Financial Services, Investments, Wealth Management, Mutual Funds, Bonds, Retirement Planning, 401k, 401k Rollovers, IRAs, Life Insurance, Long Term Care Insurance, Term Life Insurance, Long-term Care, Wealth Accumulation, Insurance, Roth IRA, Retirement, Wealth, Fixed Annuities, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory
Education
Henderson State University 1992 — 2002
BSE, Education
Lake Hamilton School 1980 — 1992
High School
Menzies Financial Services August 2012 - Present
Menzies Electric, LLC November 2005 - Present
Allstate Financial Services, LLC July 2011 - December 2011
Edward Jones May 2008 - March 2011
Skills
Investors, Securities, Equities, Series 7, Financial Services, Investments, Wealth Management, Mutual Funds, Bonds, Retirement Planning, 401k, 401k Rollovers, IRAs, Life Insurance, Long Term Care Insurance, Term Life Insurance, Long-term Care, Wealth Accumulation, Insurance, Roth IRA, Retirement, Wealth, Fixed Annuities, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory
Education
Henderson State University 1992 — 2002
BSE, Education
Lake Hamilton School 1980 — 1992
High School
Sidney Fields, Jr. Sidney Fields, Jr.'s Edward Jones Experience June 2009 - August 2009
Job Prep Scan Technician at Northside Hospital Business Office
Industry Information Services
Experience
Northside Hospital February 2013 - March 2015
Aflac September 2012 - February 2013
James River Country Club April 2011 - August 2012
Domino's Pizza March 2010 - August 2010
Edward Jones June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Numerical Analysis, Number Crunching, Business Analysis, Business Strategy, Calculus, Financial Risk, Accounting, Change Management, Marketing, Customer Service, Team Building, Strategic Planning, Event Planning, Microsoft Office, Sales, Time Management, Leadership, Public Speaking, Social Networking
Education
Hampton University 2007 — 2012
Bachelors of Science, Business; Business Management
Hampton University 2007 — 2012
Bachelor of Science (BS), Business Management
Northside Hospital February 2013 - March 2015
Aflac September 2012 - February 2013
James River Country Club April 2011 - August 2012
Domino's Pizza March 2010 - August 2010
Edward Jones June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Numerical Analysis, Number Crunching, Business Analysis, Business Strategy, Calculus, Financial Risk, Accounting, Change Management, Marketing, Customer Service, Team Building, Strategic Planning, Event Planning, Microsoft Office, Sales, Time Management, Leadership, Public Speaking, Social Networking
Education
Hampton University 2007 — 2012
Bachelors of Science, Business; Business Management
Hampton University 2007 — 2012
Bachelor of Science (BS), Business Management
Carl H. White, Jr. Carl H. White, Jr.'s Edward Jones Experience February 2007 - April 2011
Job Due to family circumstances, I brought in a successor for my practice.. at Early Retirement
Industry Financial Services
Experience
Early Retirement June 2011 - Present
Edward Jones February 2007 - April 2011
Advest, Inc. September 1998 - February 2007
The Ohio Company February 1993 - 1998
Fidelity Investments December 1986 - February 1993
Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader
Education
Harvard University 2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.
Miami University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Early Retirement June 2011 - Present
Edward Jones February 2007 - April 2011
Advest, Inc. September 1998 - February 2007
The Ohio Company February 1993 - 1998
Fidelity Investments December 1986 - February 1993
Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader
Education
Harvard University 2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.
Miami University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Andrea Payne Andrea Payne's Edward Jones Experience December 2004 - August 2005
Job Vice President of Administration at Field & Main Bank
Industry Financial Services
Experience
Field & Main Bank April 2014 - Present
Ohio Valley Financial Group September 2005 - March 2014
Edward Jones December 2004 - August 2005
Ronald L. Woodard, Attorney December 1995 - December 2004
Skills
Office Administration, Office Management, Customer Service, Administrative..., Microsoft Office, Administration, Microsoft Excel, Outlook, Microsoft Word, Human Resources, Banking, PowerPoint, Time Management, Employee Relations, Mutual Funds, Strategic Planning, Organizational Culture, Community Outreach, Internal Communications
Education
Henderson Community College
Associates Degree in Applied Science/Business Administration, Business Administration and Management, General
Field & Main Bank April 2014 - Present
Ohio Valley Financial Group September 2005 - March 2014
Edward Jones December 2004 - August 2005
Ronald L. Woodard, Attorney December 1995 - December 2004
Skills
Office Administration, Office Management, Customer Service, Administrative..., Microsoft Office, Administration, Microsoft Excel, Outlook, Microsoft Word, Human Resources, Banking, PowerPoint, Time Management, Employee Relations, Mutual Funds, Strategic Planning, Organizational Culture, Community Outreach, Internal Communications
Education
Henderson Community College
Associates Degree in Applied Science/Business Administration, Business Administration and Management, General
Alex Stamps Alex Stamps's Edward Jones Experience June 2014 - June 2015
Job Accounts Receivable Analyst at IAB Solutions LLC
Industry Investment Management
Experience
IAB Solutions LLC July 2015 - Present
Edward Jones June 2014 - June 2015
Army National Guard March 2009 - March 2015
Central States Manufacturing, Inc. September 2013 - June 2014
Enterprise Rent-A-Car June 2011 - September 2013
Henderson State University January 2011 - May 2011
Henderson State University August 2010 - May 2011
Skills
Microsoft Office, Business Intelligence..., Sales Analysis, Marketing Analytics, Management, Sales, Team Leadership, Business Management, Customer Service, Leadership, Sales Management, Account Management, New Business Development, Strategic Planning, Pricing, Microsoft Excel, Marketing, Forecasting, Analysis, Time Management, PowerPoint, Advertising, Operations Management
Education
Henderson State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Henderson State University 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
IAB Solutions LLC July 2015 - Present
Edward Jones June 2014 - June 2015
Army National Guard March 2009 - March 2015
Central States Manufacturing, Inc. September 2013 - June 2014
Enterprise Rent-A-Car June 2011 - September 2013
Henderson State University January 2011 - May 2011
Henderson State University August 2010 - May 2011
Skills
Microsoft Office, Business Intelligence..., Sales Analysis, Marketing Analytics, Management, Sales, Team Leadership, Business Management, Customer Service, Leadership, Sales Management, Account Management, New Business Development, Strategic Planning, Pricing, Microsoft Excel, Marketing, Forecasting, Analysis, Time Management, PowerPoint, Advertising, Operations Management
Education
Henderson State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Henderson State University 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
Sarah Shoobridge Sarah Shoobridge's Edward Jones Experience March 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Education
Guilford College
Political Science and Peace & Conflict Studies
Edward Jones March 2015 - Present
Education
Guilford College
Political Science and Peace & Conflict Studies
Karen Kuhlman Karen Kuhlman's Edward Jones Experience January 2013 - June 2014
Job Business Development Consultant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC July 2015 - Present
Jackson National Asset Management, LLC June 2014 - June 2015
Edward Jones January 2013 - June 2014
Ludus Tours October 2011 - August 2012
USA Fencing August 2010 - October 2011
Greater Cincinnati Sports Corp September 2008 - August 2010
Cincinnati Winter Sports Festival November 2006 - August 2010
Promotion Execution Partners May 2008 - September 2008
Legacy Management Group February 2008 - May 2008
Victory Financial Group 2007 - 2007
Skills
Sports, Sports Marketing, Event Management, Event Planning, Sports Management, Social Media, Social Media Marketing, Public Relations, Sponsorship, Public Speaking, Sponsorship Sales, Marketing
Education
Xavier University
Master of Education, Sports Administration
The College of William and Mary
Bachelor of Business Administration, Marketing
Hanover College
Jackson National Asset Management, LLC July 2015 - Present
Jackson National Asset Management, LLC June 2014 - June 2015
Edward Jones January 2013 - June 2014
Ludus Tours October 2011 - August 2012
USA Fencing August 2010 - October 2011
Greater Cincinnati Sports Corp September 2008 - August 2010
Cincinnati Winter Sports Festival November 2006 - August 2010
Promotion Execution Partners May 2008 - September 2008
Legacy Management Group February 2008 - May 2008
Victory Financial Group 2007 - 2007
Skills
Sports, Sports Marketing, Event Management, Event Planning, Sports Management, Social Media, Social Media Marketing, Public Relations, Sponsorship, Public Speaking, Sponsorship Sales, Marketing
Education
Xavier University
Master of Education, Sports Administration
The College of William and Mary
Bachelor of Business Administration, Marketing
Hanover College
Scott Stauffer, CFP® Scott Stauffer, CFP®'s Edward Jones Experience December 2001 - October 2012
Job Financial Coach/Mentor/Teacher aptly named Financial Advisor | Silicon Valley, CA
Industry Financial Services
Experience
BetterWealth July 2015 - Present
Wealth Design October 2012 - June 2015
Edward Jones December 2001 - October 2012
Coro Foundation September 1993 - June 1999
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, College Savings Plans, Wealth Preservation..., Estate Planning, Retirement Savings, Life Insurance, Long Term Care Insurance, Qualified Retirement..., 401k, 401k Rollovers, 403b, Retirement Plan..., Retirement Benefits, Public Affairs, Small Business, Public Speaking, Leadership Development
Education
University of California, Davis - Graduate School of Management 1999 — 2001
MBA
Grinnell College 1982 — 1987
BS and Teaching Credential, General Science with an emphasis in Biology
BetterWealth July 2015 - Present
Wealth Design October 2012 - June 2015
Edward Jones December 2001 - October 2012
Coro Foundation September 1993 - June 1999
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, College Savings Plans, Wealth Preservation..., Estate Planning, Retirement Savings, Life Insurance, Long Term Care Insurance, Qualified Retirement..., 401k, 401k Rollovers, 403b, Retirement Plan..., Retirement Benefits, Public Affairs, Small Business, Public Speaking, Leadership Development
Education
University of California, Davis - Graduate School of Management 1999 — 2001
MBA
Grinnell College 1982 — 1987
BS and Teaching Credential, General Science with an emphasis in Biology
Komeng Lee Komeng Lee's Edward Jones Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial March 2013 - Present
VALIC 2009 - 2012
Edward Jones 2005 - 2009
Skills
Retirement Planning, Series 7, Retirement, IRAs, Fixed Annuities, Mutual Funds, Series 63, Uniform Combined State..., 529 Plans, Wealth Accumulation, College Savings Plans, 401k Rollovers
Education
Gustavus Adolphus College 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Olaf College 1992 — 1994
LPL Financial March 2013 - Present
VALIC 2009 - 2012
Edward Jones 2005 - 2009
Skills
Retirement Planning, Series 7, Retirement, IRAs, Fixed Annuities, Mutual Funds, Series 63, Uniform Combined State..., 529 Plans, Wealth Accumulation, College Savings Plans, 401k Rollovers
Education
Gustavus Adolphus College 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Olaf College 1992 — 1994
Kevin L. Matthews II's Edward Jones Experience June 2014 - May 2015
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One June 2015 - Present
Edward Jones June 2014 - May 2015
Teach For America August 2012 - June 2014
Google June 2011 - August 2011
ING Investment Management June 2010 - August 2010
Skills
Microsoft Office, Social Media, Business Development, Data Analysis, Public Speaking, PowerPoint, Microsoft Excel, Research, Marketing, Teaching, Microsoft Word, Leadership, Management, Nonprofits, Analysis, Event Planning, Financial Analysis, Statistics, Strategic Planning, Project Management, Community Outreach, Financial Modeling, Time Management, Access, Economics, Team Leadership, Teamwork, Investments, Customer Service, Finance, Accounting
Education
Hampton University 2008 — 2012
BS, Economics
Capital One June 2015 - Present
Edward Jones June 2014 - May 2015
Teach For America August 2012 - June 2014
Google June 2011 - August 2011
ING Investment Management June 2010 - August 2010
Skills
Microsoft Office, Social Media, Business Development, Data Analysis, Public Speaking, PowerPoint, Microsoft Excel, Research, Marketing, Teaching, Microsoft Word, Leadership, Management, Nonprofits, Analysis, Event Planning, Financial Analysis, Statistics, Strategic Planning, Project Management, Community Outreach, Financial Modeling, Time Management, Access, Economics, Team Leadership, Teamwork, Investments, Customer Service, Finance, Accounting
Education
Hampton University 2008 — 2012
BS, Economics
Joe Large Joe Large's Edward Jones Experience 2004 - 2005
Job Owner at The Louver Shop of Indianapolis
Industry Construction
Experience
The Louver Shop of Indianapolis March 2015 - Present
JoeLarge.com May 2010 - Present
Atlas Sales & Rentals, Inc. February 2011 - May 2014
Arizon Structures March 2009 - August 2010
Sprung Instant Structures October 2007 - February 2009
edward jones 2004 - 2005
Munters 2001 - 2003
Skills
Construction, Contract Negotiation, Contractors, New Business Development, Public Speaking, Direct Sales, Lead Generation, Equipment Supply, Portable Heating &..., Writing, Small Business, Proposal Writing, B2B, Contract Management, Business Development, HVAC, Spot Coolers, Equipment Management, Video Production, Sales, Team Building, Process Scheduler, Customer Service, Business Planning, Social Media, Sales Management, Content Marketing, Content Strategy
Education
Hanover College
BA, Political Science/Psychology
The Louver Shop of Indianapolis March 2015 - Present
JoeLarge.com May 2010 - Present
Atlas Sales & Rentals, Inc. February 2011 - May 2014
Arizon Structures March 2009 - August 2010
Sprung Instant Structures October 2007 - February 2009
edward jones 2004 - 2005
Munters 2001 - 2003
Skills
Construction, Contract Negotiation, Contractors, New Business Development, Public Speaking, Direct Sales, Lead Generation, Equipment Supply, Portable Heating &..., Writing, Small Business, Proposal Writing, B2B, Contract Management, Business Development, HVAC, Spot Coolers, Equipment Management, Video Production, Sales, Team Building, Process Scheduler, Customer Service, Business Planning, Social Media, Sales Management, Content Marketing, Content Strategy
Education
Hanover College
BA, Political Science/Psychology
Erik Osberg Erik Osberg's Edward Jones Experience August 2004 - August 2010
Job CEO/Founder Whiskey Creek Media
Industry Media Production
Experience
Whiskey Creek Media February 2011 - Present
Farm Bureau Financial Services January 2012 - August 2013
Wadena State Bank September 2010 - January 2012
Edward Jones August 2004 - August 2010
Skills
Sales, Customer Service, Strategic Planning, New Business Development, Marketing, Sales Management, Management, Public Speaking, Videography, Video Editing, Social Media Marketing, Digital Photography, News Writing, Photojournalism, Digital Media, Final Cut Pro, iPhoto, Creative Writing, Problem Solving, Relationship Marketing, Public Relations, Event Planning, Facebook, Social Media
Education
Hamline University 1996 — 1999
Bachelor of Arts (B.A.), Communication, General
North Hennepin Community College 1994 — 1995
Football ;-)
Normandale Community College
Football ;-)
Whiskey Creek Media February 2011 - Present
Farm Bureau Financial Services January 2012 - August 2013
Wadena State Bank September 2010 - January 2012
Edward Jones August 2004 - August 2010
Skills
Sales, Customer Service, Strategic Planning, New Business Development, Marketing, Sales Management, Management, Public Speaking, Videography, Video Editing, Social Media Marketing, Digital Photography, News Writing, Photojournalism, Digital Media, Final Cut Pro, iPhoto, Creative Writing, Problem Solving, Relationship Marketing, Public Relations, Event Planning, Facebook, Social Media
Education
Hamline University 1996 — 1999
Bachelor of Arts (B.A.), Communication, General
North Hennepin Community College 1994 — 1995
Football ;-)
Normandale Community College
Football ;-)
Micah Hahn MBA CIC's Edward Jones Experience May 2001 - April 2002
Job Insurance Agent and Agency Principal
Industry Insurance
Experience
Patterson & Associates Insurance Agency, Inc. April 2002 - Present
Edward Jones May 2001 - April 2002
Skills
Investments, Risk Management, Property & Casualty..., Estate Planning, Liability, Umbrella Insurance, Fixed Annuities, Real Estate, Professional Liability, Casualty, Marketing, Retirement, Small Business, Access, Insurance, Term Life Insurance, Health Insurance, Inland Marine, Employee Benefits, Financial Analysis, Mortgage Lending, Medicare, Long-term Care, Workers Compensation, Life Insurance, Brokers, Commercial Insurance, Legal Liability, Underwriting, Commercial Lines, Strategic Planning, Claim, General Insurance, Excess, Disability Insurance, Credit, Retirement Planning
Education
University of Central Arkansas 2000 — 2001
MBA, Finance
Harding University 1997 — 2000
BA, Business
Patterson & Associates Insurance Agency, Inc. April 2002 - Present
Edward Jones May 2001 - April 2002
Skills
Investments, Risk Management, Property & Casualty..., Estate Planning, Liability, Umbrella Insurance, Fixed Annuities, Real Estate, Professional Liability, Casualty, Marketing, Retirement, Small Business, Access, Insurance, Term Life Insurance, Health Insurance, Inland Marine, Employee Benefits, Financial Analysis, Mortgage Lending, Medicare, Long-term Care, Workers Compensation, Life Insurance, Brokers, Commercial Insurance, Legal Liability, Underwriting, Commercial Lines, Strategic Planning, Claim, General Insurance, Excess, Disability Insurance, Credit, Retirement Planning
Education
University of Central Arkansas 2000 — 2001
MBA, Finance
Harding University 1997 — 2000
BA, Business
Alysson Krchnavy Alysson Krchnavy's Edward Jones Experience November 2008 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Harford County Public Schools Board of Education August 2008 - Present
Harford County Public Schools September 2003 - July 2008
Bel Air Athletic Club September 1999 - June 2003
Verizon Wireless February 1992 - August 1996
Skills
Presentations, Public Speaking, Mentoring, Customer Satisfaction, Highly responsible, Marketing, Sales, Management, Budgets, Proposal Writing, Leadership, Time Management, Teaching, Training, Policy, Troubleshooting
Education
Grove City College 1983 — 1987
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services, Cum Laude
Edward Jones November 2008 - Present
Harford County Public Schools Board of Education August 2008 - Present
Harford County Public Schools September 2003 - July 2008
Bel Air Athletic Club September 1999 - June 2003
Verizon Wireless February 1992 - August 1996
Skills
Presentations, Public Speaking, Mentoring, Customer Satisfaction, Highly responsible, Marketing, Sales, Management, Budgets, Proposal Writing, Leadership, Time Management, Teaching, Training, Policy, Troubleshooting
Education
Grove City College 1983 — 1987
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services, Cum Laude
Nelson Brittain's Edward Jones Experience November 2009 - June 2010
Job at Valic Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors February 2013 - Present
Transamerica Agency Network, Inc. August 2011 - February 2013
AIG American General September 2010 - August 2011
Edward Jones November 2009 - June 2010
Skills
Leadership, Public Speaking, Analysis, Marketing, Training, Project Management, Coaching, Sales, Compassion, Passion for Helping..., Patience, encouraging, Insurance, Fixed Annuities, Finance, Life Insurance, Disability Insurance, Team Building, Financial Analysis, Long Term Care Insurance, IRAs, Strategic Financial..., Retirement, Term Life Insurance, Universal Life, 401k Rollovers, Long-term Care, Investments, Retirement Planning, Small Business, Series 7, Mutual Funds, Financial Planners, Asset Allocation, Wealth Management, Investment Advisory, 401k, Portfolio Management, Asset Management, Variable Annuities, 529 Plans, Variable Life, College Savings Plans, Licensed Life Insurance..., Wealth Accumulation, Negotiation, Licensed Life, Whole Life, Personal Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 2000 — 2002
MBA, Finance, General
University of Tennessee-Knoxville 1991 — 1996
BS, Forestry
VALIC Financial Advisors February 2013 - Present
Transamerica Agency Network, Inc. August 2011 - February 2013
AIG American General September 2010 - August 2011
Edward Jones November 2009 - June 2010
Skills
Leadership, Public Speaking, Analysis, Marketing, Training, Project Management, Coaching, Sales, Compassion, Passion for Helping..., Patience, encouraging, Insurance, Fixed Annuities, Finance, Life Insurance, Disability Insurance, Team Building, Financial Analysis, Long Term Care Insurance, IRAs, Strategic Financial..., Retirement, Term Life Insurance, Universal Life, 401k Rollovers, Long-term Care, Investments, Retirement Planning, Small Business, Series 7, Mutual Funds, Financial Planners, Asset Allocation, Wealth Management, Investment Advisory, 401k, Portfolio Management, Asset Management, Variable Annuities, 529 Plans, Variable Life, College Savings Plans, Licensed Life Insurance..., Wealth Accumulation, Negotiation, Licensed Life, Whole Life, Personal Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 2000 — 2002
MBA, Finance, General
University of Tennessee-Knoxville 1991 — 1996
BS, Forestry
Cody Hinterscher Cody Hinterscher's Edward Jones Experience March 2012 - August 2012
Job Founder and Business Owner at Whitetail Mania
Industry Consumer Goods
Experience
Rack1 Whitetail System July 2013 - Present
Whitetail Mania January 2013 - Present
eBay Small Business October 2011 - Present
Edward Jones March 2012 - August 2012
Skills
Entrepreneurship, Business Intelligence, Business Management, Social Skills, Microsoft Excel, Marketing, Social Media Marketing, Ebay Sales, Business Strategy, Business Planning, Advertising, Management
Education
Greenville College 2011 — 2013
Bachelor of Science (BS), Business Management
Dieterich High School
Rack1 Whitetail System July 2013 - Present
Whitetail Mania January 2013 - Present
eBay Small Business October 2011 - Present
Edward Jones March 2012 - August 2012
Skills
Entrepreneurship, Business Intelligence, Business Management, Social Skills, Microsoft Excel, Marketing, Social Media Marketing, Ebay Sales, Business Strategy, Business Planning, Advertising, Management
Education
Greenville College 2011 — 2013
Bachelor of Science (BS), Business Management
Dieterich High School
Paula M. Hollinger Paula M. Hollinger's Edward Jones Experience November 2004 - July 2005
Job Creating synergy between people, plans, processes, and technology
Industry Management Consulting
Experience
Stream Energy July 2014 - Present
Dewberry October 2011 - Present
Synergenetix November 2000 - October 2011
Compeer Rochester Inc. September 2008 - February 2009
Excellerated Performance, LLC August 2007 - August 2008
Adjusters International July 2006 - August 2006
Edward Jones November 2004 - July 2005
Xerox Corporation April 1997 - October 2000
Xerox June 1990 - April 1997
United Airlines, Denver Stapleton Airport May 1986 - January 1988
Skills
Program / Project..., Process Improvement, Strategic Planning &..., Change Management, Cross-functional Team..., Staff Development, Budget, Non-profits, Fundraising, Leadership Development, Public Speaking, Organizational..., Coaching, Organizational..., Facilitators, Customer Support, Strategic Planning, Program Management, Nonprofits, Training, Management, Leadership, Team Building, Recruiting, Facilitation
Education
Harvard Business School 2006 — 2006
Executive Education
Harvard Business School 1988 — 1990
MBA, General Management / Managing Change and Technology
University of Mary Washington 1973 — 1977
BA, Psychology
Pittsford Sutherland High School 1969 — 1973
Stream Energy July 2014 - Present
Dewberry October 2011 - Present
Synergenetix November 2000 - October 2011
Compeer Rochester Inc. September 2008 - February 2009
Excellerated Performance, LLC August 2007 - August 2008
Adjusters International July 2006 - August 2006
Edward Jones November 2004 - July 2005
Xerox Corporation April 1997 - October 2000
Xerox June 1990 - April 1997
United Airlines, Denver Stapleton Airport May 1986 - January 1988
Skills
Program / Project..., Process Improvement, Strategic Planning &..., Change Management, Cross-functional Team..., Staff Development, Budget, Non-profits, Fundraising, Leadership Development, Public Speaking, Organizational..., Coaching, Organizational..., Facilitators, Customer Support, Strategic Planning, Program Management, Nonprofits, Training, Management, Leadership, Team Building, Recruiting, Facilitation
Education
Harvard Business School 2006 — 2006
Executive Education
Harvard Business School 1988 — 1990
MBA, General Management / Managing Change and Technology
University of Mary Washington 1973 — 1977
BA, Psychology
Pittsford Sutherland High School 1969 — 1973
Joel Settecase's Edward Jones Experience August 2007 - May 2008
Job Youth Pastor at Grace Pointe Church
Industry Religious Institutions
Experience
Grace Pointe Church March 2013 - Present
Grace Pointe Church March 2013 - Present
Trinity Evangelical Divinity School August 2011 - Present
Church Supporters Network January 2013 - March 2013
Park Community Church, Chicago, IL June 2011 - August 2012
Near North Campus June 2011 - September 2011
Chicago Hope Academy August 2009 - May 2011
Edward Jones August 2007 - May 2008
Gemcraft Homes June 2006 - June 2007
Vector Marketing 2003 - 2003
Skills
Computer Literate, Preaching Experience, Teaching Experience, Personal Finance, Teaching, Investments, Customer Relations, Engaging Public Speaker, Youth Ministry, Christian Ministry, Theology, Biblical Languages, Biblical Teaching, Multicultural..., Multicultural Education, Volunteer Management, Volunteer Recruiting, Volunteer Training, Evangelism, Making lists of..., Preaching, Church Events, Teacher Training, Public Speaking, Customer Service
Education
Trinity Evangelical Divinity School 2011 — 2013
Master of Arts (M.A.), Philosophy of Religion
Grove City College 2002 — 2006
Bachelor of Arts, History
Glenbard East High School 1998 — 2002
High School Diploma
William Hammerschmidt Elementary Schooll
Grace Pointe Church March 2013 - Present
Grace Pointe Church March 2013 - Present
Trinity Evangelical Divinity School August 2011 - Present
Church Supporters Network January 2013 - March 2013
Park Community Church, Chicago, IL June 2011 - August 2012
Near North Campus June 2011 - September 2011
Chicago Hope Academy August 2009 - May 2011
Edward Jones August 2007 - May 2008
Gemcraft Homes June 2006 - June 2007
Vector Marketing 2003 - 2003
Skills
Computer Literate, Preaching Experience, Teaching Experience, Personal Finance, Teaching, Investments, Customer Relations, Engaging Public Speaker, Youth Ministry, Christian Ministry, Theology, Biblical Languages, Biblical Teaching, Multicultural..., Multicultural Education, Volunteer Management, Volunteer Recruiting, Volunteer Training, Evangelism, Making lists of..., Preaching, Church Events, Teacher Training, Public Speaking, Customer Service
Education
Trinity Evangelical Divinity School 2011 — 2013
Master of Arts (M.A.), Philosophy of Religion
Grove City College 2002 — 2006
Bachelor of Arts, History
Glenbard East High School 1998 — 2002
High School Diploma
William Hammerschmidt Elementary Schooll
John Mack Weaver John Mack Weaver's Edward Jones Experience October 1993 - March 2001
Job Branch Manager, PIM Portfolio Manager at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Independently owned practice of Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Wachovia Securities Financial Network June 2002 - December 2004
First Union Securities March 2001 - June 2002
Edward Jones October 1993 - March 2001
Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Finance, IRAs, Insurance, Banking, Financial Risk
Education
Harding University 1978 — 1980
Independently owned practice of Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Wachovia Securities Financial Network June 2002 - December 2004
First Union Securities March 2001 - June 2002
Edward Jones October 1993 - March 2001
Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Finance, IRAs, Insurance, Banking, Financial Risk
Education
Harding University 1978 — 1980
Alan D. Bell Alan D. Bell's Edward Jones Experience February 2008 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones February 2008 - Present
Beyond Intuition Inc. June 2000 - October 2003
Bell Associates Inc. August 1980 - December 1997
Education
Harvard University Graduate School of Education 1976 — 1977
Ed.M., Education Policy
Northeastern University 1969 — 1974
B.A., Political Science
Edward Jones February 2008 - Present
Beyond Intuition Inc. June 2000 - October 2003
Bell Associates Inc. August 1980 - December 1997
Education
Harvard University Graduate School of Education 1976 — 1977
Ed.M., Education Policy
Northeastern University 1969 — 1974
B.A., Political Science
Jerry Hood Jerry Hood's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Investment Advisory, Wealth Management, Investments
Education
Greenville College
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Edward Jones
Skills
Investment Advisory, Wealth Management, Investments
Education
Greenville College
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Brad Brail, CFP® Brad Brail, CFP®'s Edward Jones Experience 1996 - 2008
Job Owner, North Star Financial Partners
Industry Financial Services
Experience
North Star Financial Partners May 2008 - Present
Edward Jones 1996 - 2008
Lake City Bank 1990 - 1996
Society Bank / Trustcorp Bank / Salem Bank 1987 - 1990
Skills
Retirement Planning, Income Production..., Tax Advantaged Investing
Education
College for Financial Planning 2001 — 2003
CFP, CERTIFIED FINANCIAL PLANNER™
Southern Illinois University, Edwardsville 1978 — 1981
Masters, Psychology
Greenville College 1973 — 1977
Bachelors, Psychology
North Star Financial Partners May 2008 - Present
Edward Jones 1996 - 2008
Lake City Bank 1990 - 1996
Society Bank / Trustcorp Bank / Salem Bank 1987 - 1990
Skills
Retirement Planning, Income Production..., Tax Advantaged Investing
Education
College for Financial Planning 2001 — 2003
CFP, CERTIFIED FINANCIAL PLANNER™
Southern Illinois University, Edwardsville 1978 — 1981
Masters, Psychology
Greenville College 1973 — 1977
Bachelors, Psychology
Madhavi Venkatesan, PhD's Edward Jones Experience 2000 - 2002
Job Economics, Finance and Sustainability: Research, Analysis and Communications
Industry Financial Services
Experience
Sustainable Practices January 2013 - Present
Bridgewater State University January 2014 - Present
The Hartford 2011 - 2012
American Life Insurance Company (acquired by MetLife-November 2010) 2009 - 2010
Unum Group 2006 - 2009
Financial Dynamics 2005 - 2006
Advisor Products Inc. 2004 - 2006
Edward Jones 2000 - 2002
Washington University in St. Louis July 1998 - June 1999
Fisk University July 1995 - June 1997
Education
Vanderbilt University
Doctor of Philosophy (Ph.D.), Economics
Vanderbilt University
Master of Arts (MA), Economics
Vanderbilt University
Bachelor of Arts (BA), Economics
Harvard University
Master of Arts (ALM), Sustainability and Environmental Management (SEM)
Vermont Law School
Master of Environmental Law and Policy (MELP)--in progress
Sustainable Practices January 2013 - Present
Bridgewater State University January 2014 - Present
The Hartford 2011 - 2012
American Life Insurance Company (acquired by MetLife-November 2010) 2009 - 2010
Unum Group 2006 - 2009
Financial Dynamics 2005 - 2006
Advisor Products Inc. 2004 - 2006
Edward Jones 2000 - 2002
Washington University in St. Louis July 1998 - June 1999
Fisk University July 1995 - June 1997
Education
Vanderbilt University
Doctor of Philosophy (Ph.D.), Economics
Vanderbilt University
Master of Arts (MA), Economics
Vanderbilt University
Bachelor of Arts (BA), Economics
Harvard University
Master of Arts (ALM), Sustainability and Environmental Management (SEM)
Vermont Law School
Master of Environmental Law and Policy (MELP)--in progress
Denszell Brown, M.B.A. Denszell Brown, M.B.A.'s Edward Jones Experience February 2014 - September 2014
Job Investor Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Northwestern Mutual January 2015 - July 2015
Edward Jones February 2014 - September 2014
Henderson State University Athletic Department August 2013 - December 2013
Primerica July 2013 - December 2013
Henderson State University August 2012 - December 2013
Ouachita Baptist University August 2011 - May 2012
Skills
Sports, Event Planning, Higher Education, Fundraising, Student Affairs, Public Speaking, Academic Tutoring, Research, Microsoft Office, Exceptional Problem..., Leadership, Sports Coaching, PowerPoint, Time Management, Access, Community Outreach, Data Entry, Microsoft Word, Microsoft Excel, Meticulous, Microsoft Office:..., Facebook, Averaged an "A" on..., Capable of Constructing..., Capable of Constructing..., Cognizant of Website..., Highly Resourceful, Proficient with Prezi
Education
Henderson State University 2012 — 2013
Master of Business Administration (M.B.A.)
Ouachita Baptist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Frisco High School 2004 — 2008
High School
Frisco
Frisco
Frisco
Fidelity Investments August 2015 - Present
Northwestern Mutual January 2015 - July 2015
Edward Jones February 2014 - September 2014
Henderson State University Athletic Department August 2013 - December 2013
Primerica July 2013 - December 2013
Henderson State University August 2012 - December 2013
Ouachita Baptist University August 2011 - May 2012
Skills
Sports, Event Planning, Higher Education, Fundraising, Student Affairs, Public Speaking, Academic Tutoring, Research, Microsoft Office, Exceptional Problem..., Leadership, Sports Coaching, PowerPoint, Time Management, Access, Community Outreach, Data Entry, Microsoft Word, Microsoft Excel, Meticulous, Microsoft Office:..., Facebook, Averaged an "A" on..., Capable of Constructing..., Capable of Constructing..., Cognizant of Website..., Highly Resourceful, Proficient with Prezi
Education
Henderson State University 2012 — 2013
Master of Business Administration (M.B.A.)
Ouachita Baptist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Frisco High School 2004 — 2008
High School
Frisco
Frisco
Frisco
Andrea Nuckels's Edward Jones Experience October 2006 - November 2010
Job Sr. ASE / Centene
Industry Information Technology and Services
Experience
Centene Corporation September 2015 - Present
CenturyLink Technology Solutions July 2012 - July 2015
Savvis (contractor with Signature Consultants) March 2012 - July 2012
APEX Systems Inc - Wells Fargo Advisors September 2010 - January 2012
Edward Jones October 2006 - November 2010
Edward Jones November 2003 - October 2006
Tripos June 1999 - October 2003
Skills
SDLC, Unix, Agile Methodologies, Disaster Recovery, SQL, Waterfall, Requirements Analysis, Visio, Quality Assurance, Troubleshooting, Testing, SharePoint, Software Documentation, Requirements Gathering
Education
Haslam College of Business at the University of Tennessee 1984 — 1988
Centene Corporation September 2015 - Present
CenturyLink Technology Solutions July 2012 - July 2015
Savvis (contractor with Signature Consultants) March 2012 - July 2012
APEX Systems Inc - Wells Fargo Advisors September 2010 - January 2012
Edward Jones October 2006 - November 2010
Edward Jones November 2003 - October 2006
Tripos June 1999 - October 2003
Skills
SDLC, Unix, Agile Methodologies, Disaster Recovery, SQL, Waterfall, Requirements Analysis, Visio, Quality Assurance, Troubleshooting, Testing, SharePoint, Software Documentation, Requirements Gathering
Education
Haslam College of Business at the University of Tennessee 1984 — 1988
Tony Culella, CFP's Edward Jones Experience February 2003 - May 2005
Job Registered Representative, Royal Alliance
Industry Financial Services
Experience
Royal Alliance May 2005 - Present
IMPORTANT DISCLOSURES May 2005 - Present
Pines Financial Group May 2005 - Present
Edward Jones February 2003 - May 2005
Education
Valparaiso University School of Law 2001 — 2002
JD, Law
Hanover College 1997 — 2001
Royal Alliance May 2005 - Present
IMPORTANT DISCLOSURES May 2005 - Present
Pines Financial Group May 2005 - Present
Edward Jones February 2003 - May 2005
Education
Valparaiso University School of Law 2001 — 2002
JD, Law
Hanover College 1997 — 2001
Scott Foss's Edward Jones Experience April 2007 - July 2008
Job System Engineer at Panera Bread
Industry Information Technology and Services
Experience
Panera Bread November 2013 - Present
Enterprise Holdings Inc. July 2011 - November 2013
Maryville Technologies January 2010 - May 2011
Tripos August 2008 - January 2010
Edward Jones April 2007 - July 2008
Edward Jones October 2005 - April 2007
Edward Jones December 2000 - October 2005
World Wide Technology July 1999 - December 2000
Boeing November 1995 - July 1999
Skills
Solaris, Data Center, Servers, AIX, Disaster Recovery, Virtualization, Apache, VMware ESX, Unix, SAN, Windows Server, Storage, Active Directory, VMware, EMC Storage, System Administration, Linux, NAS, Hardware, Operating Systems, Enterprise Software, Shell Scripting, Storage Area Networks, RHEL, Infrastructure, DNS, High Availability, Red Hat Linux
Education
Washington University in St. Louis 1991 — 1993
Bachelor of Science, Mechanical Engineering
Greenville College 1987 — 1991
Bachelor of Science, Physics
Panera Bread November 2013 - Present
Enterprise Holdings Inc. July 2011 - November 2013
Maryville Technologies January 2010 - May 2011
Tripos August 2008 - January 2010
Edward Jones April 2007 - July 2008
Edward Jones October 2005 - April 2007
Edward Jones December 2000 - October 2005
World Wide Technology July 1999 - December 2000
Boeing November 1995 - July 1999
Skills
Solaris, Data Center, Servers, AIX, Disaster Recovery, Virtualization, Apache, VMware ESX, Unix, SAN, Windows Server, Storage, Active Directory, VMware, EMC Storage, System Administration, Linux, NAS, Hardware, Operating Systems, Enterprise Software, Shell Scripting, Storage Area Networks, RHEL, Infrastructure, DNS, High Availability, Red Hat Linux
Education
Washington University in St. Louis 1991 — 1993
Bachelor of Science, Mechanical Engineering
Greenville College 1987 — 1991
Bachelor of Science, Physics
Ted Sward's Edward Jones Experience November 2007 - Present
Job
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Edward Jones 2004 - 2007
Edward Jones 2001 - 2004
Transchannel May 2000 - October 2001
MasterCard 1995 - 2000
Coopers & Lybrand Consulting 1991 - 1995
Skills
Business Process..., Strategy, Leadership, Management, Operations Management, Strategic Planning, Product Development, Investments, Customer Service, Financial Services, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Hendrix College 1984 — 1988
Bachelor of Arts (B.A.)
Edward Jones November 2007 - Present
Edward Jones 2004 - 2007
Edward Jones 2001 - 2004
Transchannel May 2000 - October 2001
MasterCard 1995 - 2000
Coopers & Lybrand Consulting 1991 - 1995
Skills
Business Process..., Strategy, Leadership, Management, Operations Management, Strategic Planning, Product Development, Investments, Customer Service, Financial Services, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Hendrix College 1984 — 1988
Bachelor of Arts (B.A.)
Benjamen Ries's Edward Jones Experience Finance SergeantUS Army2003 - 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Finance SergeantUS Army2003 - 2007
Finance 2003 - 2007
Education
Hawaii Pacific University 2003 — 2007
Edward Jones Finance SergeantUS Army2003 - 2007
Finance 2003 - 2007
Education
Hawaii Pacific University 2003 — 2007
Martin Pyle, CFP®'s Edward Jones Experience June 2005 - May 2013
Job Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2013 - Present
Edward Jones June 2005 - May 2013
Pegram Church of Christ February 2003 - June 2005
Education
Harding University 1981 — 1993
Master's Degree, New Testament; Ministry
Lipscomb University 1978 — 1981
Bachelor's Degree, Divinity/Ministry
Sewanee-The University of the South 1977 — 1978
Pre-Law Studies
SunTrust Investment Services, Inc. May 2013 - Present
Edward Jones June 2005 - May 2013
Pegram Church of Christ February 2003 - June 2005
Education
Harding University 1981 — 1993
Master's Degree, New Testament; Ministry
Lipscomb University 1978 — 1981
Bachelor's Degree, Divinity/Ministry
Sewanee-The University of the South 1977 — 1978
Pre-Law Studies
John Foltz's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Charter Homes July 2008 - June 2012
NVR, Inc 1998 - 2007
Ryan Homes 1998 - 2004
Education
Grove City College 1994 — 1998
Bachelor of Science (B.S.), Business Management
Edward Jones June 2012 - Present
Charter Homes July 2008 - June 2012
NVR, Inc 1998 - 2007
Ryan Homes 1998 - 2004
Education
Grove City College 1994 — 1998
Bachelor of Science (B.S.), Business Management
Veneda Brown's Edward Jones Experience August 2001 - February 2006
Job Investment Counselor at BB&T Investment Services, Inc.
Industry Investment Management
Experience
BB&T Investment Services, Inc. April 2006 - Present
Edward Jones August 2001 - February 2006
GDX Automotive November 1999 - March 2001
Forsheda Engineered Seals November 1997 - October 1999
Ameren March 1992 - November 1997
Education
Greenville College 1983 — 1990
BB&T Investment Services, Inc. April 2006 - Present
Edward Jones August 2001 - February 2006
GDX Automotive November 1999 - March 2001
Forsheda Engineered Seals November 1997 - October 1999
Ameren March 1992 - November 1997
Education
Greenville College 1983 — 1990
Garrick Gookin's Edward Jones Experience February 2005 - July 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Woodbury Financial July 2010 - Present
Edward Jones February 2005 - July 2010
Education
Heald College 1999 — 2001
AA, Business Administration
University of Phoenix
Woodbury Financial July 2010 - Present
Edward Jones February 2005 - July 2010
Education
Heald College 1999 — 2001
AA, Business Administration
University of Phoenix
Todd Tidball's Edward Jones Experience September 1985 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1985 - Present
Skills
Retirement Planning, IRAs, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Estate Planning, Leadership, Team Building, Financial Analysis, Insurance, Process Improvement, Leadership Development, Investments
Education
Greenville College 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Edward Jones September 1985 - Present
Skills
Retirement Planning, IRAs, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Estate Planning, Leadership, Team Building, Financial Analysis, Insurance, Process Improvement, Leadership Development, Investments
Education
Greenville College 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
sreekanth vasireddy's Edward Jones Experience 2002 - 2005
Job Software Consultant at Citi
Industry Information Technology and Services
Experience
Citi November 2013 - Present
Elsevier October 2011 - November 2013
Aurora Systems Group October 2011 - November 2013
TEKsystems May 2011 - October 2011
MasterCard May 2011 - October 2011
AAA Insurance September 2010 - May 2011
Aurora Systems Group June 2005 - May 2011
Express Scripts July 2009 - August 2010
MasterCard June 2005 - June 2009
Edward Jones 2002 - 2005
Skills
SOA, Oracle, SDLC, Java, Informatica, Talend, Unix, J2EE Application..., Agile Methodologies, Offshore Resource..., Technical Leadership, Web Services, Websphere, Java Enterprise Edition, Spring, Hibernate, Enterprise Architecture, Software Development, Ant, XML, Data Modeling, AJAX, Data Integration, Data Quality, DB2, Enterprise Software, Data Warehousing, Big Data, Splunk, redis, Cassandra, Tomcat, Spring Framework
Education
Gulbarga University 1992 — 1996
BACHELOR OF ENGINEERING, ELECTRICAL & ELECTRONICS
Mahadevapuram ZPPSS
Citi November 2013 - Present
Elsevier October 2011 - November 2013
Aurora Systems Group October 2011 - November 2013
TEKsystems May 2011 - October 2011
MasterCard May 2011 - October 2011
AAA Insurance September 2010 - May 2011
Aurora Systems Group June 2005 - May 2011
Express Scripts July 2009 - August 2010
MasterCard June 2005 - June 2009
Edward Jones 2002 - 2005
Skills
SOA, Oracle, SDLC, Java, Informatica, Talend, Unix, J2EE Application..., Agile Methodologies, Offshore Resource..., Technical Leadership, Web Services, Websphere, Java Enterprise Edition, Spring, Hibernate, Enterprise Architecture, Software Development, Ant, XML, Data Modeling, AJAX, Data Integration, Data Quality, DB2, Enterprise Software, Data Warehousing, Big Data, Splunk, redis, Cassandra, Tomcat, Spring Framework
Education
Gulbarga University 1992 — 1996
BACHELOR OF ENGINEERING, ELECTRICAL & ELECTRONICS
Mahadevapuram ZPPSS
Briana Flowers Belardo's Edward Jones Experience August 2009 - October 2010
Job Regional Manager Marketing, Communication, Education and Outreach
Industry Public Relations and Communications
Experience
TRICARE Regional Office - South October 2010 - Present
TRICARE - Defense Health Agency October 2010 - Present
Online Universities October 2008 - Present
Edward Jones August 2009 - October 2010
University Health System January 2009 - August 2009
South Texas Blood & Tissue Center November 2007 - January 2009
TRICARE - Defense Health Agency July 2005 - October 2007
Hampton Script Newspaper & WHOV 88.1 FM September 2001 - April 2005
Skills
Event Planning, Marketing Communications, Graphic Design, Marketing, Training, Public Relations, Community Outreach, Media Relations, Press Releases, Public Speaking, Social Media, Editing, Strategic Communications, Social Networking, Event Management, Social Media Marketing, Corporate Communications, Internal Communications, Teaching, Crisis Communications, Community Development, Program Management
Education
The University of Texas at San Antonio 2006 — 2008
Master of Arts, Communication
Berlitz Language Institute 2007 — 2007
Level 5 Certificate, Spanish
Hampton University 2001 — 2005
B.A., Public Relations
IES Abroad 2004 — 2004
Study Abroad- Barcelona, Spain, Spanish
TRICARE Regional Office - South October 2010 - Present
TRICARE - Defense Health Agency October 2010 - Present
Online Universities October 2008 - Present
Edward Jones August 2009 - October 2010
University Health System January 2009 - August 2009
South Texas Blood & Tissue Center November 2007 - January 2009
TRICARE - Defense Health Agency July 2005 - October 2007
Hampton Script Newspaper & WHOV 88.1 FM September 2001 - April 2005
Skills
Event Planning, Marketing Communications, Graphic Design, Marketing, Training, Public Relations, Community Outreach, Media Relations, Press Releases, Public Speaking, Social Media, Editing, Strategic Communications, Social Networking, Event Management, Social Media Marketing, Corporate Communications, Internal Communications, Teaching, Crisis Communications, Community Development, Program Management
Education
The University of Texas at San Antonio 2006 — 2008
Master of Arts, Communication
Berlitz Language Institute 2007 — 2007
Level 5 Certificate, Spanish
Hampton University 2001 — 2005
B.A., Public Relations
IES Abroad 2004 — 2004
Study Abroad- Barcelona, Spain, Spanish
Jake Fuller's Edward Jones Experience November 2008 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Heartland Home Loans December 2006 - January 2008
Rivercity mortgage 2008 - 2008
Denny Hecker Automotive Group December 2002 - December 2006
Education
Hamline University 1997 — 2001
Psychology
Edward Jones November 2008 - Present
Heartland Home Loans December 2006 - January 2008
Rivercity mortgage 2008 - 2008
Denny Hecker Automotive Group December 2002 - December 2006
Education
Hamline University 1997 — 2001
Psychology
Scot M. Barker AAMS's Edward Jones Experience January 2006 - Present
Job Financial Advisor with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones January 2006 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, IRAs, Wealth Management, Life Insurance, Risk Management
Education
Texas A&M University-Corpus Christi 2005 — 2006
Business/Finance
Texas Lutheran University 2001 — 2003
Kinesiology/Biomechanics, Kinesiology/Biomechanics, Sociology
Hardin-Simmons University 1994 — 1999
Kinesiology, Sociology
Edward Jones January 2006 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, IRAs, Wealth Management, Life Insurance, Risk Management
Education
Texas A&M University-Corpus Christi 2005 — 2006
Business/Finance
Texas Lutheran University 2001 — 2003
Kinesiology/Biomechanics, Kinesiology/Biomechanics, Sociology
Hardin-Simmons University 1994 — 1999
Kinesiology, Sociology
Mark Consbruck, CRPC®'s Edward Jones Experience January 2012 - Present
Job IRA's / Rollovers / Financial Planning / Investments
Industry Investment Management
Experience
Edward Jones January 2012 - Present
Mile High Banks (sold to Strategic Growth Bank) June 2001 - December 2011
FirsTier Bank (sold to BBVA Compass Bank) February 1999 - June 2001
Norwest Bank (merged with Wells Fargo) January 1996 - February 1999
Skills
Portfolio Management, Asset Management, Investments, Term Life Insurance, Series 7, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Bonds, Retirement Planning, 401k, Retirement, High Net Worth..., Long-term Care, Fixed Annuities, Estate Planning, ETFs, Wealth Management..., IRAs, Life Insurance, 529 Plans, Strategic Financial..., 401k Rollovers, Variable Annuities, Financial Advisory, Wealth Accumulation, Banking, Consumer Lending, Credit Analysis, Credit, Asset Allocation, Wealth, Investment Management, Financial Planners, Managing Accounts, Stocks, Long Term Care Insurance, Securities, Trust Services
Education
Hastings College 1992 — 1996
BS, Business / Finance / Economics
Edward Jones January 2012 - Present
Mile High Banks (sold to Strategic Growth Bank) June 2001 - December 2011
FirsTier Bank (sold to BBVA Compass Bank) February 1999 - June 2001
Norwest Bank (merged with Wells Fargo) January 1996 - February 1999
Skills
Portfolio Management, Asset Management, Investments, Term Life Insurance, Series 7, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Bonds, Retirement Planning, 401k, Retirement, High Net Worth..., Long-term Care, Fixed Annuities, Estate Planning, ETFs, Wealth Management..., IRAs, Life Insurance, 529 Plans, Strategic Financial..., 401k Rollovers, Variable Annuities, Financial Advisory, Wealth Accumulation, Banking, Consumer Lending, Credit Analysis, Credit, Asset Allocation, Wealth, Investment Management, Financial Planners, Managing Accounts, Stocks, Long Term Care Insurance, Securities, Trust Services
Education
Hastings College 1992 — 1996
BS, Business / Finance / Economics
Clarissa Quintanilla's Edward Jones Experience July 2002 - December 2003
Job Director of Sales, Educational Travel at EF Education First
Industry Public Policy
Experience
EF Education First 2011 - Present
Egleston Square Main Street October 2006 - August 2008
Peace Corps March 2004 - May 2006
Edward Jones July 2002 - December 2003
Education
Harvard Business School 2008 — 2011
MBA
Harvard University Kennedy School of Government 2008 — 2011
MPP
Principia College 1998 — 2002
BA, Business Administration
EF Education First 2011 - Present
Egleston Square Main Street October 2006 - August 2008
Peace Corps March 2004 - May 2006
Edward Jones July 2002 - December 2003
Education
Harvard Business School 2008 — 2011
MBA
Harvard University Kennedy School of Government 2008 — 2011
MPP
Principia College 1998 — 2002
BA, Business Administration
Kim McClelland, MBA's Edward Jones Experience October 2014 - Present
Job Team Leader Operations at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
LA Fitness November 2008 - Present
Edward Jones April 2013 - October 2014
American Funds August 2006 - April 2013
Skills
Public Speaking, Customer Service, Event Planning, Risk Management, Microsoft Office, Microsoft Excel, Leadership, Team Building, Coaching, Analysis, Financial Services, Leadership Development, Mutual Funds, Team Leadership, Data Analysis
Education
Hawaii Pacific University 2000 — 2003
BS, MBA, Math/Finance
Edward Jones October 2014 - Present
LA Fitness November 2008 - Present
Edward Jones April 2013 - October 2014
American Funds August 2006 - April 2013
Skills
Public Speaking, Customer Service, Event Planning, Risk Management, Microsoft Office, Microsoft Excel, Leadership, Team Building, Coaching, Analysis, Financial Services, Leadership Development, Mutual Funds, Team Leadership, Data Analysis
Education
Hawaii Pacific University 2000 — 2003
BS, MBA, Math/Finance
Lane Talbert's Edward Jones Experience May 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2003 - Present
Education
Hardin-Simmons University 1999 — 2003
B.B.A., Economics and Business Management
Edward Jones May 2003 - Present
Education
Hardin-Simmons University 1999 — 2003
B.B.A., Economics and Business Management
Lesmore Gibb, Jr. (L.J.)'s Edward Jones Experience August 2009 - July 2010
Job Equal Opportunity Officer (MAARNG) / PreMedical Student / Medical Scribe
Industry Hospital & Health Care
Experience
Army National Guard September 2009 - Present
Scribe America / Berkshire Medical Center March 2014 - May 2015
Springfield Public Schools February 2014 - May 2014
MassMutual Financial Group September 2013 - March 2014
Team Beachbody December 2011 - March 2014
State Farm July 2013 - August 2013
Prudential Financial September 2010 - April 2012
Edward Jones August 2009 - July 2010
Pratt & Whitney June 2008 - June 2009
Pioneer Valley Christian School September 2007 - June 2008
Skills
Military, Leadership, Time Management, Security, Security Clearance, Team Building, Customer Service, Microsoft Word, Insurance, Small Business, Public Speaking, Training, Process Improvement, Team Leadership, Leadership Development, Management, Employee Benefits, Marketing, Networking, Sales
Education
Springfield Technical Community College 2015 — 2015
Organic Chemistry, A
College of Our Lady of the Elms 2014 — 2015
Post-baccalaureate Pre-Med Program, Pre-Medicine/Pre-Medical Studies
American InterContinental University 2004 — 2004
Master of Education (M.Ed.), Instructional Technology
Grove City College 1995 — 1999
Bachelor of Arts, Christian Thought
Army National Guard September 2009 - Present
Scribe America / Berkshire Medical Center March 2014 - May 2015
Springfield Public Schools February 2014 - May 2014
MassMutual Financial Group September 2013 - March 2014
Team Beachbody December 2011 - March 2014
State Farm July 2013 - August 2013
Prudential Financial September 2010 - April 2012
Edward Jones August 2009 - July 2010
Pratt & Whitney June 2008 - June 2009
Pioneer Valley Christian School September 2007 - June 2008
Skills
Military, Leadership, Time Management, Security, Security Clearance, Team Building, Customer Service, Microsoft Word, Insurance, Small Business, Public Speaking, Training, Process Improvement, Team Leadership, Leadership Development, Management, Employee Benefits, Marketing, Networking, Sales
Education
Springfield Technical Community College 2015 — 2015
Organic Chemistry, A
College of Our Lady of the Elms 2014 — 2015
Post-baccalaureate Pre-Med Program, Pre-Medicine/Pre-Medical Studies
American InterContinental University 2004 — 2004
Master of Education (M.Ed.), Instructional Technology
Grove City College 1995 — 1999
Bachelor of Arts, Christian Thought
Tom Parnell's Edward Jones Experience 1980 - 1996
Job Client Advisor JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management 2010 - Present
RiverSource Asset Management 2008 - 2010
J&W Seligman 1997 - 2010
J. & W. Seligman 1997 - 2010
Edward Jones 1980 - 1996
Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Management, Financial Services, Sales Operations, Asset Allocation, Series 7, Alternative Investments
Education
Gustavus Adolphus College
Bachelor's degree, Economics
JP Morgan Asset Management 2010 - Present
RiverSource Asset Management 2008 - 2010
J&W Seligman 1997 - 2010
J. & W. Seligman 1997 - 2010
Edward Jones 1980 - 1996
Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Management, Financial Services, Sales Operations, Asset Allocation, Series 7, Alternative Investments
Education
Gustavus Adolphus College
Bachelor's degree, Economics
Andy Oxenreider's Edward Jones Experience November 2002 - August 2009
Job Network Manager
Industry Information Technology and Services
Experience
Rocket Fuel Inc. February 2012 - Present
Nominum August 2009 - November 2011
Edward Jones November 2002 - August 2009
Veloz Global Solutions March 2001 - May 2002
Broadband Investment Group September 2000 - November 2000
Verso Technologies November 1999 - August 2000
Skills
System Administration, Network Administration, Networking, Switches, Troubleshooting, TCP/IP, DNS, Virtualization, Data Center, Linux, Unix, Computer Network..., Infrastructure, NOC, Disaster Recovery, Solaris, Cloud Computing, Business Process, Perl, Management, Storage, iSCSI, BGP, Nimble, JUNOS, OSPF, VPLS, Cabling, Arista
Education
HACC, Central Pennsylvania's Community College 1995 — 1997
Harrisburg Area Community College - Lancaster
Microcomputer Communications Specialist
Rocket Fuel Inc. February 2012 - Present
Nominum August 2009 - November 2011
Edward Jones November 2002 - August 2009
Veloz Global Solutions March 2001 - May 2002
Broadband Investment Group September 2000 - November 2000
Verso Technologies November 1999 - August 2000
Skills
System Administration, Network Administration, Networking, Switches, Troubleshooting, TCP/IP, DNS, Virtualization, Data Center, Linux, Unix, Computer Network..., Infrastructure, NOC, Disaster Recovery, Solaris, Cloud Computing, Business Process, Perl, Management, Storage, iSCSI, BGP, Nimble, JUNOS, OSPF, VPLS, Cabling, Arista
Education
HACC, Central Pennsylvania's Community College 1995 — 1997
Harrisburg Area Community College - Lancaster
Microcomputer Communications Specialist
Yugandhar Kothakota's Edward Jones Experience June 2013 - Present
Job Sr. Programer Analyst at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones June 2013 - Present
Dell November 2009 - Present
GMAC Insurance 2003 - 2009
Skills
Java, SOA, Spring, Java Enterprise Edition, Analysis, XML, Oracle, Enterprise Architecture, Microsoft SQL Server, SQL, Agile Methodologies, EJB, Software Project..., Tomcat, Unix, SDLC, PL/SQL, Hibernate, Weblogic, JDBC, DB2, Requirements Analysis, Ant, JavaScript, Scrum
Education
Gulbarga University 1991 — 1996
B.E, CSE (Computer Science & Engineering)
Edward Jones June 2013 - Present
Dell November 2009 - Present
GMAC Insurance 2003 - 2009
Skills
Java, SOA, Spring, Java Enterprise Edition, Analysis, XML, Oracle, Enterprise Architecture, Microsoft SQL Server, SQL, Agile Methodologies, EJB, Software Project..., Tomcat, Unix, SDLC, PL/SQL, Hibernate, Weblogic, JDBC, DB2, Requirements Analysis, Ant, JavaScript, Scrum
Education
Gulbarga University 1991 — 1996
B.E, CSE (Computer Science & Engineering)
Jack Maul's Edward Jones Experience February 2001 - January 2009
Job Owner at Emerald Island Trading Company
Industry Mechanical or Industrial Engineering
Experience
Emerald Island Trading Company January 2010 - Present
Edward Jones February 2001 - January 2009
VideoJet Systems October 1996 - February 2001
Skills
Strategic Planning, Business Strategy, New Business Development, Business Planning, Entrepreneurship, Strategic Financial..., Product Development, Project Management, Business Development, Investments, Sales Management, Sales Operations, Customer Service, Start-ups, Team Building, Management, Operations Management, Small Business, Negotiation, Leadership, Financial Analysis, Process Improvement, Quality Control, Lean Manufacturing
Education
University of Missouri-Rolla 1982 — 1987
Bachelor of Science (B.S.), Metallurgical Engineering
University of Tennessee-Knoxville - College of Business Administration
Emerald Island Trading Company January 2010 - Present
Edward Jones February 2001 - January 2009
VideoJet Systems October 1996 - February 2001
Skills
Strategic Planning, Business Strategy, New Business Development, Business Planning, Entrepreneurship, Strategic Financial..., Product Development, Project Management, Business Development, Investments, Sales Management, Sales Operations, Customer Service, Start-ups, Team Building, Management, Operations Management, Small Business, Negotiation, Leadership, Financial Analysis, Process Improvement, Quality Control, Lean Manufacturing
Education
University of Missouri-Rolla 1982 — 1987
Bachelor of Science (B.S.), Metallurgical Engineering
University of Tennessee-Knoxville - College of Business Administration
Ryan Merchant's Edward Jones Experience October 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2000 - Present
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Financial Planning, Insurance, Financial Services
Education
Hardin-Simmons University 1995 — 1999
Edward Jones October 2000 - Present
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Financial Planning, Insurance, Financial Services
Education
Hardin-Simmons University 1995 — 1999
Reggie (Regina McCartney) Pratt's Edward Jones Experience March 1989 - August 1998
Job Client Relations at Kiplinger Investment Advisors LLC
Industry Financial Services
Experience
Kiplinger Investment Advisors LLC June 1999 - Present
American Express Financial Advisors October 1998 - January 1999
Edward Jones March 1989 - August 1998
Skills
Customer Service, Account Management, Management, Microsoft Excel, Microsoft Office, Leadership, Outlook
Education
Heidelberg University 1982 — 1986
Business Administration and Management, General
Oberlin High School 1978 — 1982
Kiplinger Investment Advisors LLC June 1999 - Present
American Express Financial Advisors October 1998 - January 1999
Edward Jones March 1989 - August 1998
Skills
Customer Service, Account Management, Management, Microsoft Excel, Microsoft Office, Leadership, Outlook
Education
Heidelberg University 1982 — 1986
Business Administration and Management, General
Oberlin High School 1978 — 1982
Brian Shire's Edward Jones Experience December 2008 - March 2012
Job Financial Advisor at Kingsroad Financial Insurance Services, Inc.
Industry Financial Services
Experience
Kingsroad Financial Insurance Services, Inc. May 2012 - Present
Edward Jones December 2008 - March 2012
Education
Hawaii Pacific University 2005 — 2008
Bachelor of Arts, Criminal Justice/Law Enforcement Administration
Kingsroad Financial Insurance Services, Inc. May 2012 - Present
Edward Jones December 2008 - March 2012
Education
Hawaii Pacific University 2005 — 2008
Bachelor of Arts, Criminal Justice/Law Enforcement Administration
Bob Pearce's Edward Jones Experience 1999 - 2001
Job Regional Disaster Officer at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross October 2014 - Present
American Red Cross October 2001 - September 2014
Edward Jones 1999 - 2001
United Way of Northwest Florida 1991 - 1999
Skills
Fundraising, Non-profits, Community Outreach, Public Speaking, Public Relations, Emergency Management, Disaster Response, Disaster Recovery, Board Development, Media Relations, Government Relations, Grant Writing, Nonprofits, Program Development, Volunteer Management, Event Planning, Event Management, Leadership, Team Building, Social Media Marketing, Small Business, Coaching, Leadership Development, Policy, Community Development, Social Networking, Government, Training, Conflict Resolution, Organizational..., Social Services, Strategic Planning, Philanthropy, Workshop Facilitation, Stewardship, Staff Development, Case Managment, Program Management, Crisis Intervention, Public Policy, Supervisory Skills, Strategic Communications, Preparedness
Education
Tusculum College 1977 — 1980
BS, Social Work
Gulf Coast Community College 1976 — 1977
American Red Cross October 2014 - Present
American Red Cross October 2001 - September 2014
Edward Jones 1999 - 2001
United Way of Northwest Florida 1991 - 1999
Skills
Fundraising, Non-profits, Community Outreach, Public Speaking, Public Relations, Emergency Management, Disaster Response, Disaster Recovery, Board Development, Media Relations, Government Relations, Grant Writing, Nonprofits, Program Development, Volunteer Management, Event Planning, Event Management, Leadership, Team Building, Social Media Marketing, Small Business, Coaching, Leadership Development, Policy, Community Development, Social Networking, Government, Training, Conflict Resolution, Organizational..., Social Services, Strategic Planning, Philanthropy, Workshop Facilitation, Stewardship, Staff Development, Case Managment, Program Management, Crisis Intervention, Public Policy, Supervisory Skills, Strategic Communications, Preparedness
Education
Tusculum College 1977 — 1980
BS, Social Work
Gulf Coast Community College 1976 — 1977
Benjamin Burkley's Edward Jones Experience June 2007 - April 2008
Job Absolute Capital Management, LLC
Industry Financial Services
Experience
Absolute Capital Management, LLC November 2013 - Present
Federated Investors March 2010 - November 2013
Federated Investors December 2008 - March 2010
Northwestern Mutual April 2008 - November 2008
Edward Jones June 2007 - April 2008
Skills
Separately Managed..., Uniform Combined State..., Investment Strategies, 401k, Finance, Retirement Planning, Asset Management, Retirement, Variable Annuities, Financial Services, Portfolio Management
Education
Grove City College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Absolute Capital Management, LLC November 2013 - Present
Federated Investors March 2010 - November 2013
Federated Investors December 2008 - March 2010
Northwestern Mutual April 2008 - November 2008
Edward Jones June 2007 - April 2008
Skills
Separately Managed..., Uniform Combined State..., Investment Strategies, 401k, Finance, Retirement Planning, Asset Management, Retirement, Variable Annuities, Financial Services, Portfolio Management
Education
Grove City College 2003 — 2007
Bachelor of Arts (B.A.), Economics
CARTER BROOKS's Edward Jones Experience August 1994 - July 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC. Please contact me at carter.brooks@wfadvisors.com
Industry Financial Services
Experience
Wells Fargo Advisors August 2009 - Present
Edward Jones August 1994 - July 2009
Vector Marketing June 1989 - December 1993
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Strategic Planning, Mutual Funds, Securities, Alternative Investments
Education
Hampden-Sydney College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Saint Christopher's School 1977 — 1989
Wells Fargo Advisors August 2009 - Present
Edward Jones August 1994 - July 2009
Vector Marketing June 1989 - December 1993
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Strategic Planning, Mutual Funds, Securities, Alternative Investments
Education
Hampden-Sydney College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Saint Christopher's School 1977 — 1989
Robert Snell, CLU, ChFC, MSFS's Edward Jones Experience October 2011 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Lincoln Financial Distributors May 2008 - March 2013
Pacific Life January 1996 - May 2008
PaineWebber August 1981 - January 1996
Education
The American College 1998 — 2001
MSFS, Financial Services
Hartwick College
Edward Jones October 2011 - Present
Lincoln Financial Distributors May 2008 - March 2013
Pacific Life January 1996 - May 2008
PaineWebber August 1981 - January 1996
Education
The American College 1998 — 2001
MSFS, Financial Services
Hartwick College
Tyler Campo's Edward Jones Experience July 2010 - Present
Job Product Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Edward Jones September 2008 - July 2010
MassMutual Financial Group June 2006 - September 2008
Skills
Mutual Funds, Investments, Series 63, Series 7
Education
Greenville College 2010 — 2012
Master of Science (M.S.), Management Practice
Maryville University of Saint Louis 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Greenville College 2002 — 2006
Bachelor's degree, Accounting and Business/Management
Edward Jones July 2010 - Present
Edward Jones September 2008 - July 2010
MassMutual Financial Group June 2006 - September 2008
Skills
Mutual Funds, Investments, Series 63, Series 7
Education
Greenville College 2010 — 2012
Master of Science (M.S.), Management Practice
Maryville University of Saint Louis 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Greenville College 2002 — 2006
Bachelor's degree, Accounting and Business/Management
Ryan Twardowski's Edward Jones Experience June 2008 - August 2008
Job Accounting Operations Senior Supervisor at PepsiCo
Industry Accounting
Experience
PepsiCo February 2015 - Present
Ernst & Young September 2010 - February 2015
Delaware County Electric Cooperative June 2009 - August 2009
Edward Jones June 2008 - August 2008
Skills
Leadership, Strategy, Analysis, Six Sigma, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Investments, Financial Analysis, Customer Service, Event Planning, Accounting, Budgets, Inventory Management, Derivatives, Oil/Gas, Pharmaceutical Industry, Management, Financial Reporting
Education
Hartwick College 2006 — 2010
Bachelor of Science, Accounting and Business Administration
PepsiCo February 2015 - Present
Ernst & Young September 2010 - February 2015
Delaware County Electric Cooperative June 2009 - August 2009
Edward Jones June 2008 - August 2008
Skills
Leadership, Strategy, Analysis, Six Sigma, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Investments, Financial Analysis, Customer Service, Event Planning, Accounting, Budgets, Inventory Management, Derivatives, Oil/Gas, Pharmaceutical Industry, Management, Financial Reporting
Education
Hartwick College 2006 — 2010
Bachelor of Science, Accounting and Business Administration
Kusuma Nalaballi, PMP's Edward Jones Experience May 2008 - January 2009
Job
Industry Information Technology and Services
Experience
LexisNexis 2009 - Present
Edward Jones May 2008 - January 2009
BluePhoenix Solutions October 2004 - February 2008
Professional Access May 2004 - October 2004
Wipro Technologies December 2003 - April 2004
Skills
Oracle, Software Project..., Requirements Analysis, SDLC, Solution Architecture, Databases, SOA, Enterprise Architecture, Java Enterprise Edition, Web Services, Agile Methodologies, DB2, Requirements Gathering, Data Modeling
Education
Gulbarga University 1993 — 1998
Bachelor Of Engineering, Architecture
Rayalaseema Residential Junior College 1990 — 1992
LexisNexis 2009 - Present
Edward Jones May 2008 - January 2009
BluePhoenix Solutions October 2004 - February 2008
Professional Access May 2004 - October 2004
Wipro Technologies December 2003 - April 2004
Skills
Oracle, Software Project..., Requirements Analysis, SDLC, Solution Architecture, Databases, SOA, Enterprise Architecture, Java Enterprise Edition, Web Services, Agile Methodologies, DB2, Requirements Gathering, Data Modeling
Education
Gulbarga University 1993 — 1998
Bachelor Of Engineering, Architecture
Rayalaseema Residential Junior College 1990 — 1992
Jason Gallaher's Edward Jones Experience August 2006 - March 2010
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
Jackson National Life June 2014 - Present
Jackson National Life August 2013 - June 2014
Jackson National Life December 2011 - August 2013
Capital Financial Group, LLC March 2010 - December 2011
Edward Jones August 2006 - March 2010
Skills
Retirement, Strategic Financial..., Insurance, Securities, Employee Benefits, Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Investments, Series 63, Disability Insurance, Portfolio Management, Estate Planning, Financial Analysis
Education
Haslam College of Business at the University of Tennessee 2001 — 2006
B.S., Marketing
Jackson National Life June 2014 - Present
Jackson National Life August 2013 - June 2014
Jackson National Life December 2011 - August 2013
Capital Financial Group, LLC March 2010 - December 2011
Edward Jones August 2006 - March 2010
Skills
Retirement, Strategic Financial..., Insurance, Securities, Employee Benefits, Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Investments, Series 63, Disability Insurance, Portfolio Management, Estate Planning, Financial Analysis
Education
Haslam College of Business at the University of Tennessee 2001 — 2006
B.S., Marketing
Mark R. Kirkpatrick's Edward Jones Experience 2013 - 2013
Job General Manager at M&L Transfer and Storage, Allied Van Lines
Industry Transportation/Trucking/Railroad
Experience
M&L Transfer and Storage, Allied Van Lines January 2015 - Present
Edward Jones 2013 - 2013
Atlama Moving & Storage,Atlas Van Lines Agent July 1995 - June 2011
Kenney Manufacturing 1990 - 1993
Owens Corning Fiberglas 1980 - 1982
Skills
Financial Analysis, Budgets, Banking, Microsoft Excel, Strategic Planning, Team Building, Customer Service, Management, Process Improvement, Account Management, Forecasting, Sales Management, Negotiation, Recruiting, New Business Development, Leadership, Operations Management, Marketing, Contract Negotiation, Finance, Investments, Business Planning, Business Development, Risk Management, Start-ups, Business Strategy, Strategy, Sales
Education
Hardin-Simmons University 1978 — 1980
Bachelor of Business Administration (BBA), Finance, General
Perryton High School 1974 — 1976
M&L Transfer and Storage, Allied Van Lines January 2015 - Present
Edward Jones 2013 - 2013
Atlama Moving & Storage,Atlas Van Lines Agent July 1995 - June 2011
Kenney Manufacturing 1990 - 1993
Owens Corning Fiberglas 1980 - 1982
Skills
Financial Analysis, Budgets, Banking, Microsoft Excel, Strategic Planning, Team Building, Customer Service, Management, Process Improvement, Account Management, Forecasting, Sales Management, Negotiation, Recruiting, New Business Development, Leadership, Operations Management, Marketing, Contract Negotiation, Finance, Investments, Business Planning, Business Development, Risk Management, Start-ups, Business Strategy, Strategy, Sales
Education
Hardin-Simmons University 1978 — 1980
Bachelor of Business Administration (BBA), Finance, General
Perryton High School 1974 — 1976
Whitney Scherr's Edward Jones Experience October 2010 - May 2012
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Edward Jones October 2010 - May 2012
Outside the Box Productions 2008 - 2009
Matthews-Woolard January 2007 - September 2007
Skills
Retirement Planning, Saving for Education, Series 66, Series 7, College Savings Plans, Annuities, Mutual Funds, Long Term Care, Insurance Planning, Asset Allocation, Charitable Giving, Estate Planning, Financial Advisory, Financial Advice, Stocks, Rollovers, Investments, Investment Strategies, Income Protection, Wealth Transfer, Bonds, Personal Finance, SEP, Trust Services, ETFs, Securities, Term Life Insurance, Wealth Preservation, Investment Advisory, Wealth Management, 401k, Fixed Annuities, Uniform Combined State..., Retirement, Strategic Financial..., Finance, Charities, Financial Planners, IRAs, Life Insurance, Long-term Care, Series 63, Wealth, Wealth Management..., Financial Planning
Education
Grossmont College
The University of Texas at San Antonio
BBA, Marketing
Prudential Financial September 2013 - Present
Edward Jones October 2010 - May 2012
Outside the Box Productions 2008 - 2009
Matthews-Woolard January 2007 - September 2007
Skills
Retirement Planning, Saving for Education, Series 66, Series 7, College Savings Plans, Annuities, Mutual Funds, Long Term Care, Insurance Planning, Asset Allocation, Charitable Giving, Estate Planning, Financial Advisory, Financial Advice, Stocks, Rollovers, Investments, Investment Strategies, Income Protection, Wealth Transfer, Bonds, Personal Finance, SEP, Trust Services, ETFs, Securities, Term Life Insurance, Wealth Preservation, Investment Advisory, Wealth Management, 401k, Fixed Annuities, Uniform Combined State..., Retirement, Strategic Financial..., Finance, Charities, Financial Planners, IRAs, Life Insurance, Long-term Care, Series 63, Wealth, Wealth Management..., Financial Planning
Education
Grossmont College
The University of Texas at San Antonio
BBA, Marketing
Ashley Mitchen's Edward Jones Experience 2008 - 2009
Job Finance Senior Manager
Industry Accounting
Experience
Walmart November 2014 - Present
Sam's Club August 2013 - November 2014
Walmart September 2011 - August 2013
Walmart June 2010 - August 2010
Edward Jones 2008 - 2009
Education
Harding University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Walmart November 2014 - Present
Sam's Club August 2013 - November 2014
Walmart September 2011 - August 2013
Walmart June 2010 - August 2010
Edward Jones 2008 - 2009
Education
Harding University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Craig Wachter's Edward Jones Experience July 2012 - Present
Job BOA at Edward Jones
Industry Warehousing
Experience
Edward Jones July 2012 - Present
Softrac America September 2005 - July 2008
Diversified Fulfillment April 1997 - August 2005
Skills
Warehousing, Warehouse Management, Distribution Center..., Inventory Control, Logistics, Shipping, Inventory Management, Forklift Operator, 3PL, Transportation, Supply Chain, Supply Chain Management, Logistics Management, Cycle Counting, Operations Management
Education
Hagerstown Community College 2012 — 2013
Current Student, Cyber Security
Shepherd University
Bachelor of Science (BS), Business and Economics
Edward Jones July 2012 - Present
Softrac America September 2005 - July 2008
Diversified Fulfillment April 1997 - August 2005
Skills
Warehousing, Warehouse Management, Distribution Center..., Inventory Control, Logistics, Shipping, Inventory Management, Forklift Operator, 3PL, Transportation, Supply Chain, Supply Chain Management, Logistics Management, Cycle Counting, Operations Management
Education
Hagerstown Community College 2012 — 2013
Current Student, Cyber Security
Shepherd University
Bachelor of Science (BS), Business and Economics
Carl Anthony's Edward Jones Experience June 2002 - August 2002
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC January 2004 - Present
Rick Hendrix Toyota October 2003 - December 2004
Edward Jones June 2002 - August 2002
GKN Automotive March 2000 - April 2002
The Goodyear Tire & Rubber Company August 1997 - March 2001
Central Carolina Community College August 1996 - August 1997
US Army December 1994 - July 1996
US Army August 1992 - December 1994
Skills
Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Estate Planning, Microsoft Office, Insurance
Education
Hawaii Pacific University 1992 — 1994
Master of Business Administration (MBA), Quality Management
Western New England College 1987 — 1991
Bachelor of Arts (B.A.)
AXA Advisors, LLC January 2004 - Present
Rick Hendrix Toyota October 2003 - December 2004
Edward Jones June 2002 - August 2002
GKN Automotive March 2000 - April 2002
The Goodyear Tire & Rubber Company August 1997 - March 2001
Central Carolina Community College August 1996 - August 1997
US Army December 1994 - July 1996
US Army August 1992 - December 1994
Skills
Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Estate Planning, Microsoft Office, Insurance
Education
Hawaii Pacific University 1992 — 1994
Master of Business Administration (MBA), Quality Management
Western New England College 1987 — 1991
Bachelor of Arts (B.A.)
Joshua Van Orden's Edward Jones Experience January 2007 - December 2009
Job Owner/President at Oceanside Therapy Group
Industry Medical Practice
Experience
Oceanside Therapy Group August 2009 - Present
Edward Jones January 2007 - December 2009
Enterprise Rent-A-Car January 2001 - December 2006
Skills
LLC, Retirement Planning, Long-term Care, Strategic Financial..., Series 7, Retirement, Wealth Management, Fixed Annuities, 401k, Mutual Funds, Investments, Investment Advisory, Disability Insurance, Wealth, Financial Advisory, Financial Planners, Estate Planning
Education
Henderson State University 1993 — 1998
Business, Marketing
Lake Hamilton High School 1990 — 1991
Mount Carmel High School 1988 — 1990
Oceanside Therapy Group August 2009 - Present
Edward Jones January 2007 - December 2009
Enterprise Rent-A-Car January 2001 - December 2006
Skills
LLC, Retirement Planning, Long-term Care, Strategic Financial..., Series 7, Retirement, Wealth Management, Fixed Annuities, 401k, Mutual Funds, Investments, Investment Advisory, Disability Insurance, Wealth, Financial Advisory, Financial Planners, Estate Planning
Education
Henderson State University 1993 — 1998
Business, Marketing
Lake Hamilton High School 1990 — 1991
Mount Carmel High School 1988 — 1990
martha gilbert's Edward Jones Experience October 2007 - November 2010
Job Owner at Churchill Consultants
Industry Education Management
Experience
Churchill Consultants August 2006 - Present
Edward Jones October 2007 - November 2010
Skills
Teaching, Public Speaking, Strategic Planning, Leadership Development, Coaching, Entrepreneurship
Education
Harvard University 2012 — 2013
Anthropology/Classical Archaeology
Wheaton College (Massachusetts) 1973 — 1976
B.A., American History/Classics
Churchill Consultants August 2006 - Present
Edward Jones October 2007 - November 2010
Skills
Teaching, Public Speaking, Strategic Planning, Leadership Development, Coaching, Entrepreneurship
Education
Harvard University 2012 — 2013
Anthropology/Classical Archaeology
Wheaton College (Massachusetts) 1973 — 1976
B.A., American History/Classics
Andrew Otto's Edward Jones Experience 2011 - 2012
Job Intern at Wisconsin Court of Appeals
Industry Law Practice
Experience
Wisconsin Court of Appeals May 2014 - Present
AmeriCorps 2012 - July 2013
Edward Jones 2011 - 2012
Investors Group September 2010 - March 2011
Skills
Research, Retirement, Financial Analysis, Microsoft Excel, Securities, Mutual Funds, Strategic Financial..., Retirement Planning
Education
Marquette University Law School 2013 — 2016
Juris Doctorate, Law
Grinnell College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Wisconsin Court of Appeals May 2014 - Present
AmeriCorps 2012 - July 2013
Edward Jones 2011 - 2012
Investors Group September 2010 - March 2011
Skills
Research, Retirement, Financial Analysis, Microsoft Excel, Securities, Mutual Funds, Strategic Financial..., Retirement Planning
Education
Marquette University Law School 2013 — 2016
Juris Doctorate, Law
Grinnell College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Melinda Starliper's Edward Jones Experience 1999 - September 2009
Job school secretary at Williamsport High School
Industry Primary/Secondary Education
Experience
Washington County Public School System October 2009 - Present
Edward Jones 1999 - September 2009
Anita Lynne Home December 1990 - December 1995
Skills
Customer Service, Microsoft Office, Microsoft Excel, Administrative..., Data Entry, Bookkeeping, General Ledger, Microsoft Word, Newsletters, Office Management, Access, Outlook, Event Planning, Accounts Payable, Accounts Receivable, Non-profits, Time Management, Spreadsheets, Administration, Telephone Skills, Office Administration
Education
Shepherd University 1983 — 1985
Bachelor of Science, Business/Accounting
Hagerstown Community College 1981 — 1983
Associate of Arts (AA), General Studies
Washington County Public School System October 2009 - Present
Edward Jones 1999 - September 2009
Anita Lynne Home December 1990 - December 1995
Skills
Customer Service, Microsoft Office, Microsoft Excel, Administrative..., Data Entry, Bookkeeping, General Ledger, Microsoft Word, Newsletters, Office Management, Access, Outlook, Event Planning, Accounts Payable, Accounts Receivable, Non-profits, Time Management, Spreadsheets, Administration, Telephone Skills, Office Administration
Education
Shepherd University 1983 — 1985
Bachelor of Science, Business/Accounting
Hagerstown Community College 1981 — 1983
Associate of Arts (AA), General Studies
Neil Knierim's Edward Jones Experience June 2010 - August 2011
Job Financial Advisor at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group May 2012 - Present
Pittman Financial Partners November 2011 - May 2012
Edward Jones June 2010 - August 2011
Skills
Retirement Planning, 401k Rollovers, IRAs, Series 7, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, 401k, Investments, Bonds, ETFs, Securities, Estate Planning, Strategic Financial..., Life Insurance, Asset Managment, Disability Insurance, Long-term Care, Portfolio Management, Term Life Insurance, Pensions, Equities, Uniform Combined State..., Fixed Income, College Savings Plans, Insurance, Saving for Education, Roth IRA, Financial Advisory, Hedge Funds, Variable Annuities, Financial Services, Financial Analysis, FINRA, Long Term Care Insurance
Education
Midwestern Baptist Theological Seminary 1996 — 2001
Doctor of Ministry, Leadership
Midwestern Baptist Theological Seminary 1978 — 1982
Master's degree, Theology/Theological Studies
Hannibal-Lagrange College 1974 — 1978
Bachelor's degree, Theology/Theological Studies
Principal Financial Group May 2012 - Present
Pittman Financial Partners November 2011 - May 2012
Edward Jones June 2010 - August 2011
Skills
Retirement Planning, 401k Rollovers, IRAs, Series 7, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, 401k, Investments, Bonds, ETFs, Securities, Estate Planning, Strategic Financial..., Life Insurance, Asset Managment, Disability Insurance, Long-term Care, Portfolio Management, Term Life Insurance, Pensions, Equities, Uniform Combined State..., Fixed Income, College Savings Plans, Insurance, Saving for Education, Roth IRA, Financial Advisory, Hedge Funds, Variable Annuities, Financial Services, Financial Analysis, FINRA, Long Term Care Insurance
Education
Midwestern Baptist Theological Seminary 1996 — 2001
Doctor of Ministry, Leadership
Midwestern Baptist Theological Seminary 1978 — 1982
Master's degree, Theology/Theological Studies
Hannibal-Lagrange College 1974 — 1978
Bachelor's degree, Theology/Theological Studies
Nicky Ottaviano's Edward Jones Experience February 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Citizenz Bank September 2002 - March 2009
Harrisburg Area Community College December 2000 - May 2002
Education
Harrisburg Area Community College
Associate of Arts (AA), Business Administration and Management, General
Millersville University of Pennsylvania
Bachelor's degree, Economics
Edward Jones February 2011 - Present
Citizenz Bank September 2002 - March 2009
Harrisburg Area Community College December 2000 - May 2002
Education
Harrisburg Area Community College
Associate of Arts (AA), Business Administration and Management, General
Millersville University of Pennsylvania
Bachelor's degree, Economics
Daniel Armendariz's Edward Jones Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Mimbres Valley Brewing Company February 2012 - March 2014
Education
New Mexico State University 2008 — 2010
Bachelor's degree, Finance and Financial Management Services
Hardin-Simmons University 2005 — 2007
Finance and Financial Management Services
Edward Jones November 2014 - Present
Mimbres Valley Brewing Company February 2012 - March 2014
Education
New Mexico State University 2008 — 2010
Bachelor's degree, Finance and Financial Management Services
Hardin-Simmons University 2005 — 2007
Finance and Financial Management Services
Clifford B. Chambliss, III's Edward Jones Experience 2008 - 2008
Job J.D. Candidate, 2016
Industry Marketing and Advertising
Experience
The Village Clothing Co., LLC 2007 - 2015
Perennial Sports & Entertainment June 2014 - August 2014
TMI Consulting Inc 2013 - 2014
BrownGreer PLC 2013 - 2013
West Cary Group 2011 - 2013
Johnson, Inc. February 2011 - July 2011
The Village Clothing Co., LLC October 2009 - 2011
Hampton University January 2009 - 2011
Edward Jones 2008 - 2008
Wyndham Worldwide January 2007 - December 2007
Skills
Experiential Events, Project Management, Intellectual Property, Copywriting, Social Media Marketing, Social Media, Market Research, Workflow Management, Apparel, Sewing, Screen Printing, Public Speaking, Community Engagement, Sales Presentations, Research, Advertising
Education
The Catholic University of America, Columbus School of Law 2013 — 2016
Doctor of Law (J.D.), 3L
Hampton University 2009 — 2011
Master of Business Administration (M.B.A.), Marketing
Hampton University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
The Governor's School 1998 — 2002
The Village Clothing Co., LLC 2007 - 2015
Perennial Sports & Entertainment June 2014 - August 2014
TMI Consulting Inc 2013 - 2014
BrownGreer PLC 2013 - 2013
West Cary Group 2011 - 2013
Johnson, Inc. February 2011 - July 2011
The Village Clothing Co., LLC October 2009 - 2011
Hampton University January 2009 - 2011
Edward Jones 2008 - 2008
Wyndham Worldwide January 2007 - December 2007
Skills
Experiential Events, Project Management, Intellectual Property, Copywriting, Social Media Marketing, Social Media, Market Research, Workflow Management, Apparel, Sewing, Screen Printing, Public Speaking, Community Engagement, Sales Presentations, Research, Advertising
Education
The Catholic University of America, Columbus School of Law 2013 — 2016
Doctor of Law (J.D.), 3L
Hampton University 2009 — 2011
Master of Business Administration (M.B.A.), Marketing
Hampton University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
The Governor's School 1998 — 2002
Loree Crawford's Edward Jones Experience April 2009 - March 2011
Job Shift Supervisor at CVS Pharmacy
Industry Pharmaceuticals
Experience
CVS Pharmacy September 2008 - Present
Edward Jones April 2009 - March 2011
Safeway October 2008 - July 2009
Education
Heald College 2008 — 2008
Did not graduate, Accounting
Long Beach City College 1985 — 1987
Associate's degree, Business Administration and Management, General
CVS Pharmacy September 2008 - Present
Edward Jones April 2009 - March 2011
Safeway October 2008 - July 2009
Education
Heald College 2008 — 2008
Did not graduate, Accounting
Long Beach City College 1985 — 1987
Associate's degree, Business Administration and Management, General
Derek Glover's Edward Jones Experience January 2011 - June 2013
Job Producer at Retention Management Services
Industry Transportation/Trucking/Railroad
Experience
Retention Management Services January 2014 - Present
Edward Jones January 2011 - June 2013
Skills
Public Speaking, Sales
Education
Harding University 2009 — 2010
Master of Business Administration (MBA), Leadership and Organizational Management
Harding University 2004 — 2009
Bachelor of Business Administration (BBA), Economics
Retention Management Services January 2014 - Present
Edward Jones January 2011 - June 2013
Skills
Public Speaking, Sales
Education
Harding University 2009 — 2010
Master of Business Administration (MBA), Leadership and Organizational Management
Harding University 2004 — 2009
Bachelor of Business Administration (BBA), Economics
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation