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
Susan Neunreiter Susan Neunreiter's Edward Jones Experience November 1995 - July 1997
Job Creative Design Manager at Concordia Plan Services
Industry Nonprofit Organization Management
Experience
Concordia Plan Services October 2012 - Present
Concordia Plan ServicesCreates design and layout of newsletters (e.g., Benefit Plans Bulletin and Be June 2002 - October 2012
Elan-Polo January 2002 - June 2002
The Blives Group July 1997 - December 2000
Edward Jones November 1995 - July 1997
Skills
Social Media, Adobe Creative Suite, Illustrator, Graphic Design, Editing, Event Planning, Microsoft Office, Public Relations, Public Speaking
Education
Illinois Wesleyan University 1991 — 1995
Psychology
Concordia Plan Services October 2012 - Present
Concordia Plan ServicesCreates design and layout of newsletters (e.g., Benefit Plans Bulletin and Be June 2002 - October 2012
Elan-Polo January 2002 - June 2002
The Blives Group July 1997 - December 2000
Edward Jones November 1995 - July 1997
Skills
Social Media, Adobe Creative Suite, Illustrator, Graphic Design, Editing, Event Planning, Microsoft Office, Public Relations, Public Speaking
Education
Illinois Wesleyan University 1991 — 1995
Psychology
Angel Carey Silvers Angel Carey Silvers's Edward Jones Experience July 2013 - April 2014
Job Property Coordinator
Industry Facilities Services
Experience
ASONS May 2015 - Present
Metabolic Research Center April 2014 - April 2015
Edward Jones July 2013 - April 2014
K12 August 2008 - June 2013
Cardinal Greenways, Inc. July 2006 - December 2007
Ball State University February 2002 - July 2007
Skills
Operations Management, Customer Service, Office Management, Accounting Applications, Database Administration, Executive Reports, Marketing Communications, Public Speaking, Personnel Supervision, Human Resources, Team Building, Team Leadership, Event Planning, Leadership Development, Nonprofits, Event Management, PowerPoint, Microsoft Office, E-Learning, Community Outreach, Strategic Planning, Volunteer Management, Instructional Technology, Distance Learning, Marketing Strategy, Grant Writing, Program Development, Employee Training, Community Development, Data Entry, Teamwork, Recruiting, Training, Coaching, Fundraising, Time Management, Outlook, Administrative..., Office Administration, Marketing, Access, Microsoft Excel, Management, Microsoft Word, Leadership, Sales
Education
Indiana Wesleyan University 2010 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
Indiana Business College 1991 — 1993
Associate of Science (A.S.), Business Administration, Management and Operations
ASONS May 2015 - Present
Metabolic Research Center April 2014 - April 2015
Edward Jones July 2013 - April 2014
K12 August 2008 - June 2013
Cardinal Greenways, Inc. July 2006 - December 2007
Ball State University February 2002 - July 2007
Skills
Operations Management, Customer Service, Office Management, Accounting Applications, Database Administration, Executive Reports, Marketing Communications, Public Speaking, Personnel Supervision, Human Resources, Team Building, Team Leadership, Event Planning, Leadership Development, Nonprofits, Event Management, PowerPoint, Microsoft Office, E-Learning, Community Outreach, Strategic Planning, Volunteer Management, Instructional Technology, Distance Learning, Marketing Strategy, Grant Writing, Program Development, Employee Training, Community Development, Data Entry, Teamwork, Recruiting, Training, Coaching, Fundraising, Time Management, Outlook, Administrative..., Office Administration, Marketing, Access, Microsoft Excel, Management, Microsoft Word, Leadership, Sales
Education
Indiana Wesleyan University 2010 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
Indiana Business College 1991 — 1993
Associate of Science (A.S.), Business Administration, Management and Operations
Nick Klein Nick Klein's Edward Jones Experience 2005 - 2007
Job Sales at Barnhart Crane & Rigging
Industry Transportation/Trucking/Railroad
Experience
Barnhart Crane & Rigging 2012 - Present
NTL Productions 2011 - 2012
Alliance Benefit Group - Illinois 2007 - 2011
Edward Jones 2005 - 2007
Associates in Sleep Medicine 2003 - 2005
Federal Signal Corporation 2002 - 2003
Skills
Event Planning, Retirement, Employee Benefits, Public Speaking, 401k, Marketing, Heavy Haul, Sales, Business Development, Heavy Lifting
Education
Illinois Wesleyan University 1998 — 2002
BA, Business and Economics
Marquette High School 1994 — 1998
Barnhart Crane & Rigging 2012 - Present
NTL Productions 2011 - 2012
Alliance Benefit Group - Illinois 2007 - 2011
Edward Jones 2005 - 2007
Associates in Sleep Medicine 2003 - 2005
Federal Signal Corporation 2002 - 2003
Skills
Event Planning, Retirement, Employee Benefits, Public Speaking, 401k, Marketing, Heavy Haul, Sales, Business Development, Heavy Lifting
Education
Illinois Wesleyan University 1998 — 2002
BA, Business and Economics
Marquette High School 1994 — 1998
Nick Currier Nick Currier's Edward Jones Experience June 2010 - August 2010
Job PwC Senior Associate
Industry Accounting
Experience
PwC July 2015 - Present
Packback January 2012 - Present
PwC August 2013 - June 2015
COUNTRY ® Financial February 2011 - May 2013
PwC December 2011 - March 2012
Alpha Kappa Psi Xi Psi Chapter November 2010 - December 2011
Edward Jones June 2010 - August 2010
Skills
Accounting, Insurance, Auditing, Audit, SOX
Education
Illinois State University 2008 — 2013
Master's of Professional Accountancy, Accounting
PwC July 2015 - Present
Packback January 2012 - Present
PwC August 2013 - June 2015
COUNTRY ® Financial February 2011 - May 2013
PwC December 2011 - March 2012
Alpha Kappa Psi Xi Psi Chapter November 2010 - December 2011
Edward Jones June 2010 - August 2010
Skills
Accounting, Insurance, Auditing, Audit, SOX
Education
Illinois State University 2008 — 2013
Master's of Professional Accountancy, Accounting
Adam Crouch Adam Crouch's Edward Jones Experience February 2012 - June 2012
Job Process Analyst at GROWMARK, Inc.
Industry Oil & Energy
Experience
GROWMARK, Inc. June 2015 - Present
GROWMARK, Inc. April 2015 - June 2015
GROWMARK, Inc. October 2013 - April 2015
GROWMARK, Inc. November 2012 - October 2013
Edward Jones February 2012 - June 2012
Robert Morris University September 2010 - December 2011
Skills
Recruiting, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Research, Microsoft Word, Financial Analysis, Event Planning, Higher Education, Coaching, Strategic Financial..., Social Media, Marketing, Analysis
Education
Robert Morris Graduate School of Management 2010 — 2011
MBA, Management
Illinois Wesleyan University 2006 — 2010
BA, Business- Finance
GROWMARK, Inc. June 2015 - Present
GROWMARK, Inc. April 2015 - June 2015
GROWMARK, Inc. October 2013 - April 2015
GROWMARK, Inc. November 2012 - October 2013
Edward Jones February 2012 - June 2012
Robert Morris University September 2010 - December 2011
Skills
Recruiting, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Research, Microsoft Word, Financial Analysis, Event Planning, Higher Education, Coaching, Strategic Financial..., Social Media, Marketing, Analysis
Education
Robert Morris Graduate School of Management 2010 — 2011
MBA, Management
Illinois Wesleyan University 2006 — 2010
BA, Business- Finance
Deborah Van Dorin's Edward Jones Experience January 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Education Management
Experience
Edward Jones January 2014 - Present
Lyon Industries January 2013 - January 2014
St. Charles Community Unit School District 303St. September 2005 - December 2012
Sodexho Pass August 2004 - September 2007
Bath & Body Works November 2004 - August 2006
Education
Indian Hills Community College 1986 — 1988
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Edward Jones January 2014 - Present
Lyon Industries January 2013 - January 2014
St. Charles Community Unit School District 303St. September 2005 - December 2012
Sodexho Pass August 2004 - September 2007
Bath & Body Works November 2004 - August 2006
Education
Indian Hills Community College 1986 — 1988
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Garrett Railsback's Edward Jones Experience January 2013 - July 2014
Job Workplace Guidance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Edward Jones January 2013 - July 2014
Enterprise Holdings Inc. May 2011 - August 2012
Skills
Fleet Management, Car Rental, Customer Satisfaction, Sales, Sales Management, Customer Service, Customer Retention, Profit, Cold Calling, Account Management, Marketing, Sales Process, New Business Development, Microsoft Office, B2B, Sales Presentations
Education
Indiana State University 2007 — 2011
BS, Economics/History
Fidelity Investments August 2014 - Present
Edward Jones January 2013 - July 2014
Enterprise Holdings Inc. May 2011 - August 2012
Skills
Fleet Management, Car Rental, Customer Satisfaction, Sales, Sales Management, Customer Service, Customer Retention, Profit, Cold Calling, Account Management, Marketing, Sales Process, New Business Development, Microsoft Office, B2B, Sales Presentations
Education
Indiana State University 2007 — 2011
BS, Economics/History
Brad Sabelhaus AAMS®'s Edward Jones Experience December 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2002 - Present
Skills
Retirement Planning, Insurance, 529 Plans, Retirement Plan..., Long Term Care Insurance, Business Retirement..., Annuities
Education
Indiana State University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Edward Jones December 2002 - Present
Skills
Retirement Planning, Insurance, 529 Plans, Retirement Plan..., Long Term Care Insurance, Business Retirement..., Annuities
Education
Indiana State University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Ben Heidari's Edward Jones Experience November 2012 - January 2014
Job Sr. Internal Associate at William Blair
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Invesco Ltd. April 2014 - August 2015
Edward Jones November 2012 - January 2014
State Farm Insurance November 2010 - November 2012
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
CBC
William Blair & Company August 2015 - Present
Invesco Ltd. April 2014 - August 2015
Edward Jones November 2012 - January 2014
State Farm Insurance November 2010 - November 2012
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
CBC
Brian Cain's Edward Jones Experience 2000 - 2002
Job Vice President Investments Financial Advisor Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Liane Hunter Liane Hunter's Edward Jones Experience December 1997 - January 2012
Job Insurance Agent at Dawn Johnson's Farmers Insurance Agency
Industry Insurance
Experience
Farmers Insurance July 2014 - Present
Edward Jones December 1997 - January 2012
Skills
Process Improvement, Life Insurance, SDLC, Customer Service, Property & Casualty..., Insurance, Sales, Commercial Insurance, Small Business, Project Management, Team Building, Marketing
Education
Illinois State University 1992 — 1997
Bachelor of Science (BS), Finance, General
Farmers Insurance July 2014 - Present
Edward Jones December 1997 - January 2012
Skills
Process Improvement, Life Insurance, SDLC, Customer Service, Property & Casualty..., Insurance, Sales, Commercial Insurance, Small Business, Project Management, Team Building, Marketing
Education
Illinois State University 1992 — 1997
Bachelor of Science (BS), Finance, General
Kyle Love Kyle Love's Edward Jones Experience May 2012 - September 2012
Job Service Manager at Christian Brothers Automotive
Industry Financial Services
Experience
Christian Brothers Automotive June 2014 - Present
Firestone November 2012 - April 2014
Edward Jones May 2012 - September 2012
Indiana Builders Association October 2009 - January 2012
Best Buy October 2009 - May 2010
Andy Mohr Automotive Group June 2009 - September 2009
World Wide Motors, Inc. June 2007 - January 2009
World Wide Motors, Inc. November 2005 - June 2007
Ulen Country Club November 2004 - November 2005
Pedigo Chevrolet August 2002 - November 2004
Skills
Customer Service, Sales Finance, Automotive, Pricing, Finance, Product Development, Sales, Microsoft Excel, Customer Satisfaction, Public Speaking, Sales Operations, Sales Management, Account Management, Negotiation, Management, Microsoft Office, Budgets, Microsoft Word, New Business Development, Inventory Management, Accounting
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance (Economics)
Ivy Tech Community College 2002 — 2004
AS, Automotive Technology
Christian Brothers Automotive June 2014 - Present
Firestone November 2012 - April 2014
Edward Jones May 2012 - September 2012
Indiana Builders Association October 2009 - January 2012
Best Buy October 2009 - May 2010
Andy Mohr Automotive Group June 2009 - September 2009
World Wide Motors, Inc. June 2007 - January 2009
World Wide Motors, Inc. November 2005 - June 2007
Ulen Country Club November 2004 - November 2005
Pedigo Chevrolet August 2002 - November 2004
Skills
Customer Service, Sales Finance, Automotive, Pricing, Finance, Product Development, Sales, Microsoft Excel, Customer Satisfaction, Public Speaking, Sales Operations, Sales Management, Account Management, Negotiation, Management, Microsoft Office, Budgets, Microsoft Word, New Business Development, Inventory Management, Accounting
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance (Economics)
Ivy Tech Community College 2002 — 2004
AS, Automotive Technology
Alan Price AAMS's Edward Jones Experience January 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Skills
Licensed in Series..., Estate Planning, IRAs, Equities, Asset Management, 401k Rollovers, Bonds, 401k, Financial Analysis, Fixed Income, Wealth, Alternative Investments
Education
Indiana University Bloomington
Bachelor of Science (BS), Finance and Financial Management Services
Edward Jones January 2007 - Present
Skills
Licensed in Series..., Estate Planning, IRAs, Equities, Asset Management, 401k Rollovers, Bonds, 401k, Financial Analysis, Fixed Income, Wealth, Alternative Investments
Education
Indiana University Bloomington
Bachelor of Science (BS), Finance and Financial Management Services
Rebecca Ellis, PhD's Edward Jones Experience November 2011 - June 2013
Job Unlocking success in organizations, teams, and individuals
Industry Management Consulting
Experience
St. Louis Organization Development Network September 2015 - Present
Key Partners Consulting, LLC July 2015 - Present
Webster University March 2013 - Present
Ameren June 2013 - July 2015
Edward Jones November 2011 - June 2013
Fabick Caterpillar October 2010 - November 2011
Federal Reserve Bank of St. Louis March 2009 - October 2010
Edward Jones June 2007 - March 2009
RehabCare May 2001 - June 2007
St. Louis Community College 2000 - 2001
Skills
Change Management, Organizational..., Organizational Design, Organizational..., Organizational..., project management, Management Consulting, Instructional Design, Instructional Technology, Leadership Development, E-learning Development, E-learning, Strategic Consulting, Talent Development, Talent Management, Performance Management, Performance Analysis, Human Performance, Project Management, E-Learning, Executive Coaching, Performance Improvement, Employee Engagement, Succession Planning, Management, Leadership, Team Building, Staff Development, Organizational Learning, Training, Workshop Facilitation, Human Resources, Personnel Management, Employee Relations, Employee Training, Career Development, Onboarding, 360 Feedback, Culture Change, Coaching, Instructor-led Training, Learning Management, Strategic Communications
Education
Benedictine University 2010 — 2013
Ph.D., Organization Development
Indiana University Bloomington 2000 — 2002
M.S.Ed, Instructional Systems Technology
University of Evansville 1993 — 1997
B.S., Mathematics Education
Washington
St. Louis Organization Development Network September 2015 - Present
Key Partners Consulting, LLC July 2015 - Present
Webster University March 2013 - Present
Ameren June 2013 - July 2015
Edward Jones November 2011 - June 2013
Fabick Caterpillar October 2010 - November 2011
Federal Reserve Bank of St. Louis March 2009 - October 2010
Edward Jones June 2007 - March 2009
RehabCare May 2001 - June 2007
St. Louis Community College 2000 - 2001
Skills
Change Management, Organizational..., Organizational Design, Organizational..., Organizational..., project management, Management Consulting, Instructional Design, Instructional Technology, Leadership Development, E-learning Development, E-learning, Strategic Consulting, Talent Development, Talent Management, Performance Management, Performance Analysis, Human Performance, Project Management, E-Learning, Executive Coaching, Performance Improvement, Employee Engagement, Succession Planning, Management, Leadership, Team Building, Staff Development, Organizational Learning, Training, Workshop Facilitation, Human Resources, Personnel Management, Employee Relations, Employee Training, Career Development, Onboarding, 360 Feedback, Culture Change, Coaching, Instructor-led Training, Learning Management, Strategic Communications
Education
Benedictine University 2010 — 2013
Ph.D., Organization Development
Indiana University Bloomington 2000 — 2002
M.S.Ed, Instructional Systems Technology
University of Evansville 1993 — 1997
B.S., Mathematics Education
Washington
Jeff Danziger, AAMS's Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2009 - Present
Eaton Corporation 2008 - 2009
Skills
Leadership, Microsoft Excel, Wealth Management, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Asset Allocation, Financial Advisory, Insurance, Retirement, Estate Planning, Mutual Funds, Series 7, Finance, Microsoft Office, Marketing, Financial Planning
Education
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist
Indiana University - Kelley School of Business
Bachelors Degree, Finance, Finance Real Estate
Edward Jones June 2009 - Present
Eaton Corporation 2008 - 2009
Skills
Leadership, Microsoft Excel, Wealth Management, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Asset Allocation, Financial Advisory, Insurance, Retirement, Estate Planning, Mutual Funds, Series 7, Finance, Microsoft Office, Marketing, Financial Planning
Education
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist
Indiana University - Kelley School of Business
Bachelors Degree, Finance, Finance Real Estate
Shellie Houtekier Shellie Houtekier's Edward Jones Experience April 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2013 - Present
Two Rivers YMCA June 2009 - April 2013
Two Rivers YMCA January 2006 - May 2007
Moline School District No. 40 January 1998 - May 2006
Skills
Process Development and..., Policy and Procedure..., Account Management, Billing and Collections, CRM Program Management, Staff Training and..., Problem Analysis, Problem Solving, Initiative and..., Customer Service, Microsoft Office, Event Planning, Time Management, Fundraising, Management, Leadership, Public Relations, Nonprofits
Education
Illinois State University 1993 — 1997
Bachelor of Science (BS), Secondary Education and Teaching
Moline Senior High School 1989 — 1993
Edward Jones April 2013 - Present
Two Rivers YMCA June 2009 - April 2013
Two Rivers YMCA January 2006 - May 2007
Moline School District No. 40 January 1998 - May 2006
Skills
Process Development and..., Policy and Procedure..., Account Management, Billing and Collections, CRM Program Management, Staff Training and..., Problem Analysis, Problem Solving, Initiative and..., Customer Service, Microsoft Office, Event Planning, Time Management, Fundraising, Management, Leadership, Public Relations, Nonprofits
Education
Illinois State University 1993 — 1997
Bachelor of Science (BS), Secondary Education and Teaching
Moline Senior High School 1989 — 1993
Ryan Gill, ChFC, CLU, CRPS's Edward Jones Experience April 2008 - May 2009
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2009 - Present
Edward Jones April 2008 - May 2009
Edward Jones January 2006 - April 2008
Edward Jones September 2001 - December 2005
Skills
Series 7, Series 63, Process Improvement, Strategic Planning, Project Management, Change Management, Microsoft Office, Public Speaking, Financial Education, CLU, ChFC, CRPS, Estate Planning, Asset Management, Retirement Planning, Roth IRA, Retirement, Finance
Education
Saint Louis University 1999 — 2001
Bachelor of Science (B.S.), Marketing
Illinois State University 1997 — 1998
Bachelor of Science (B.S.), Marketing
O'Fallon Township High School
Mutual of America May 2009 - Present
Edward Jones April 2008 - May 2009
Edward Jones January 2006 - April 2008
Edward Jones September 2001 - December 2005
Skills
Series 7, Series 63, Process Improvement, Strategic Planning, Project Management, Change Management, Microsoft Office, Public Speaking, Financial Education, CLU, ChFC, CRPS, Estate Planning, Asset Management, Retirement Planning, Roth IRA, Retirement, Finance
Education
Saint Louis University 1999 — 2001
Bachelor of Science (B.S.), Marketing
Illinois State University 1997 — 1998
Bachelor of Science (B.S.), Marketing
O'Fallon Township High School
Anastasia Spencer's Edward Jones Experience January 2007 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Millennium Property Management October 2005 - December 2007
Indiana University Bloomington August 2002 - May 2005
Education
Indiana University Bloomington 2001 — 2005
BA, English
Edward Jones January 2007 - Present
Millennium Property Management October 2005 - December 2007
Indiana University Bloomington August 2002 - May 2005
Education
Indiana University Bloomington 2001 — 2005
BA, English
Joshua Dean's Edward Jones Experience October 2014 - Present
Job Operations Team Generalist Transfers at Edward Jones
Industry Sports
Experience
Edward Jones October 2014 - Present
Edward Jones September 2013 - October 2014
Edward Jones July 2012 - September 2013
Executive Express Cafe January 2012 - May 2012
Summit School of Ahwatukee May 2011 - June 2011
Gainey Health Club and Spa May 2010 - August 2010
Westwind Charter School October 2008 - May 2009
Seton Catholic High School October 2008 - March 2009
Fry's Food and Drug April 2007 - July 2007
Skills
Sports Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Customer Service, Social Media, Public Speaking, Time Management, Outlook, Public Relations, Teamwork, Sales, Leadership, Marketing, Fundraising, Social Media Marketing, Process Scheduler, Advertising, Management, Insurance, Team Building, Training, Process Improvement, Team Leadership, Coaching
Education
Indiana State University 2008 — 2012
Bachelors Degree, Business Management
Westwind Preparatory International 2008 — 2009
Edward Jones October 2014 - Present
Edward Jones September 2013 - October 2014
Edward Jones July 2012 - September 2013
Executive Express Cafe January 2012 - May 2012
Summit School of Ahwatukee May 2011 - June 2011
Gainey Health Club and Spa May 2010 - August 2010
Westwind Charter School October 2008 - May 2009
Seton Catholic High School October 2008 - March 2009
Fry's Food and Drug April 2007 - July 2007
Skills
Sports Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Customer Service, Social Media, Public Speaking, Time Management, Outlook, Public Relations, Teamwork, Sales, Leadership, Marketing, Fundraising, Social Media Marketing, Process Scheduler, Advertising, Management, Insurance, Team Building, Training, Process Improvement, Team Leadership, Coaching
Education
Indiana State University 2008 — 2012
Bachelors Degree, Business Management
Westwind Preparatory International 2008 — 2009
John Vicars's Edward Jones Experience March 2009 - December 2009
Job to be announced
Industry Computer Hardware
Experience
to be announced June 2010 - Present
Seagate 1909 - 2014
Edward Jones March 2009 - December 2009
Edward Jones 2009 - 2009
Cornice January 2006 - February 2007
Western Digital 2007 - 2007
Maxtor February 2005 - December 2005
ExcelStor Technology April 2002 - January 2005
Maxtor 1993 - 2002
Micropolis 1987 - 1988
Skills
Storage, Cross-functional Team..., Program Management, Product Development, Six Sigma, Project Management, Engineering Management, Testing, Leadership, Process Improvement, Engineering, Training, Design of Experiments, Hard Drives, Budgets, Product Management, Manufacturing, SPC, Product Lifecycle..., Semiconductors, Integration, Lean Manufacturing, Electronics
Education
Indiana Institute of Technology 1976 — 1980
BSEE, Electrical Engineering
to be announced June 2010 - Present
Seagate 1909 - 2014
Edward Jones March 2009 - December 2009
Edward Jones 2009 - 2009
Cornice January 2006 - February 2007
Western Digital 2007 - 2007
Maxtor February 2005 - December 2005
ExcelStor Technology April 2002 - January 2005
Maxtor 1993 - 2002
Micropolis 1987 - 1988
Skills
Storage, Cross-functional Team..., Program Management, Product Development, Six Sigma, Project Management, Engineering Management, Testing, Leadership, Process Improvement, Engineering, Training, Design of Experiments, Hard Drives, Budgets, Product Management, Manufacturing, SPC, Product Lifecycle..., Semiconductors, Integration, Lean Manufacturing, Electronics
Education
Indiana Institute of Technology 1976 — 1980
BSEE, Electrical Engineering
David T. Geske, CFP®'s Edward Jones Experience March 2002 - March 2007
Job Financial Advisor at Redwood Investments, An Independent Firm, 401k advisor
Industry Financial Services
Experience
Redwood Investments, An Independent Firm July 2009 - Present
Wachovia Securities Financial Network March 2007 - July 2009
Edward Jones March 2002 - March 2007
PricewaterhouseCoopers LLP May 1997 - August 2001
Skills
401k Rollovers, Strategic Tax Planning, Income Distribution..., Estate Planning, Qualified Plan Analysis, Servicing small..., Wealth Accumulation, Retirement Income..., Life Insurance Planning, Long-term Care Insurance, Income, Small Business, Strategic Planning, Life Insurance, Series 7, Retirement, FINRA, Investments, Long Term Care Insurance, Pensions, 401k, Retirement Planning, Management, Mutual Funds, Loan Servicing, Strategic Financial..., Asset Management, Series 63, Long-term Care, Insurance, Securities, Financial Advisory, Series 65, Wealth Management, Finance, Asset Allocation, Investment Advisory, Fixed Annuities, IRAs, Financial Planning
Education
Indiana University - Kelley School of Business 1994 — 1998
B.S., Accounting, Computer Information Systems
Redwood Investments, An Independent Firm July 2009 - Present
Wachovia Securities Financial Network March 2007 - July 2009
Edward Jones March 2002 - March 2007
PricewaterhouseCoopers LLP May 1997 - August 2001
Skills
401k Rollovers, Strategic Tax Planning, Income Distribution..., Estate Planning, Qualified Plan Analysis, Servicing small..., Wealth Accumulation, Retirement Income..., Life Insurance Planning, Long-term Care Insurance, Income, Small Business, Strategic Planning, Life Insurance, Series 7, Retirement, FINRA, Investments, Long Term Care Insurance, Pensions, 401k, Retirement Planning, Management, Mutual Funds, Loan Servicing, Strategic Financial..., Asset Management, Series 63, Long-term Care, Insurance, Securities, Financial Advisory, Series 65, Wealth Management, Finance, Asset Allocation, Investment Advisory, Fixed Annuities, IRAs, Financial Planning
Education
Indiana University - Kelley School of Business 1994 — 1998
B.S., Accounting, Computer Information Systems
Karen Hogue Karen Hogue's Edward Jones Experience April 2015 - Present
Job Human Resources Manager at Target
Industry Retail
Experience
Edward Jones April 2015 - Present
Target September 2010 - January 2015
Ottawa Savings Bank June 2008 - June 2010
Skills
Plant Propagation, Biotechnology, Floriculture, Tree Planting, Plant Maintenance, Flower Arrangements, Budgets, Human Resources, Inventory Management, Leadership, Recruiting, Research, Strategic Planning, Team Building, Team Leadership, Training
Education
Southern Illinois University, Carbondale 2013 — 2014
Bachelor's degree, Horticultural Science
Illinois Valley Community College 2010 — 2012
Associate of Science (A.S.), Horticultural Science
Edward Jones April 2015 - Present
Target September 2010 - January 2015
Ottawa Savings Bank June 2008 - June 2010
Skills
Plant Propagation, Biotechnology, Floriculture, Tree Planting, Plant Maintenance, Flower Arrangements, Budgets, Human Resources, Inventory Management, Leadership, Recruiting, Research, Strategic Planning, Team Building, Team Leadership, Training
Education
Southern Illinois University, Carbondale 2013 — 2014
Bachelor's degree, Horticultural Science
Illinois Valley Community College 2010 — 2012
Associate of Science (A.S.), Horticultural Science
Jason Crowl Jason Crowl's Edward Jones Experience April 2000 - October 2005
Job Customer Service Rep at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2011 - Present
Edward Jones April 2000 - October 2005
United States Air Force Security Forces April 1996 - April 2000
Skills
Customer Service, Direct Sales, Cold Calling Experience, Call Centers, Investment Strategies, Stock Management, Mutual Funds, Series 7, Portfolio Management, Municipal Bonds, Variable Annuities, AAMS, 401k, Series 63, Series 66, Fixed Annuities, Uniform Combined State..., Investments, FINRA
Education
Indiana State University 1991 — 1994
Bachelor of Science (BS), Criminology
Vincennes University 1989 — 1991
General Studies
Hamilton High School
Lincoln Financial Group January 2011 - Present
Edward Jones April 2000 - October 2005
United States Air Force Security Forces April 1996 - April 2000
Skills
Customer Service, Direct Sales, Cold Calling Experience, Call Centers, Investment Strategies, Stock Management, Mutual Funds, Series 7, Portfolio Management, Municipal Bonds, Variable Annuities, AAMS, 401k, Series 63, Series 66, Fixed Annuities, Uniform Combined State..., Investments, FINRA
Education
Indiana State University 1991 — 1994
Bachelor of Science (BS), Criminology
Vincennes University 1989 — 1991
General Studies
Hamilton High School
Ken Spicer MBA's Edward Jones Experience December 2001 - January 2005
Job Corporate Controller at McClinton Energy Group
Industry Accounting
Experience
McClinton Energy Group October 2014 - Present
Weir Oil & Gas October 2011 - October 2014
Frac Tech Services February 2011 - August 2011
Transplace Inc January 2011 - February 2011
Eagle Materials October 2010 - December 2010
Genband May 2010 - October 2010
Key Energy Services January 2005 - December 2009
Edward Jones December 2001 - January 2005
Bell Helicopter - Textron May 1987 - December 2001
Alcon Laboratories, Inc. - Nestle January 1982 - May 1987
Skills
Financial Statements, Accounting, Change Management, Dispute Resolution, Financial Goals, Financial Reporting, Cost Accounting, Financial Analysis, Sarbanes-Oxley Act, Analysis, General Ledger, Accounts Receivable, Business Process..., Forecasting, Accounts Payable, Auditing, Internal Audit, Internal Controls, Business Analysis, Fixed Assets, Finance, Variance Analysis, Risk Management, Mergers & Acquisitions, Strategic Financial..., Business Strategy, Management, Financial Accounting, Manufacturing, SAP, ERP, Account Reconciliation, Payroll, Budgets, Cash Management, PeopleSoft, Financial Audits, Financial Planning
Education
Illinois State University 1976 — 1979
MBA, Finance\Accounting
McClinton Energy Group October 2014 - Present
Weir Oil & Gas October 2011 - October 2014
Frac Tech Services February 2011 - August 2011
Transplace Inc January 2011 - February 2011
Eagle Materials October 2010 - December 2010
Genband May 2010 - October 2010
Key Energy Services January 2005 - December 2009
Edward Jones December 2001 - January 2005
Bell Helicopter - Textron May 1987 - December 2001
Alcon Laboratories, Inc. - Nestle January 1982 - May 1987
Skills
Financial Statements, Accounting, Change Management, Dispute Resolution, Financial Goals, Financial Reporting, Cost Accounting, Financial Analysis, Sarbanes-Oxley Act, Analysis, General Ledger, Accounts Receivable, Business Process..., Forecasting, Accounts Payable, Auditing, Internal Audit, Internal Controls, Business Analysis, Fixed Assets, Finance, Variance Analysis, Risk Management, Mergers & Acquisitions, Strategic Financial..., Business Strategy, Management, Financial Accounting, Manufacturing, SAP, ERP, Account Reconciliation, Payroll, Budgets, Cash Management, PeopleSoft, Financial Audits, Financial Planning
Education
Illinois State University 1976 — 1979
MBA, Finance\Accounting
Jennifer Reagan's Edward Jones Experience January 2011 - Present
Job Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Lonergan Partners, Inc. September 2005 - December 2008
Boone County February 2002 - August 2005
Mailboxes & Parcel Depot January 2000 - February 2002
Carpenter & Company, Inc. August 1996 - August 1999
Skills
Business Development, Office Management, Marketing, Vendor Management, Customer Service, Analysis, Time Management, Strategic Planning
Education
Western Governors University 2013 — 2016
Bachelor of Science (B.S.), Marketing
Indiana Real Estate School 1998 — 1998
Real Estate
Indiana Real Estate School 1996 — 1996
Real Estate Sales
Indiana University Bloomington 1994 — 1995
Edward Jones January 2011 - Present
Lonergan Partners, Inc. September 2005 - December 2008
Boone County February 2002 - August 2005
Mailboxes & Parcel Depot January 2000 - February 2002
Carpenter & Company, Inc. August 1996 - August 1999
Skills
Business Development, Office Management, Marketing, Vendor Management, Customer Service, Analysis, Time Management, Strategic Planning
Education
Western Governors University 2013 — 2016
Bachelor of Science (B.S.), Marketing
Indiana Real Estate School 1998 — 1998
Real Estate
Indiana Real Estate School 1996 — 1996
Real Estate Sales
Indiana University Bloomington 1994 — 1995
Daniel Wickenhauser Daniel Wickenhauser's Edward Jones Experience June 2013 - Present
Job IS Rotational Development Professional at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones June 2013 - Present
Edward Jones September 2013 - December 2013
Edward Jones August 2013 - September 2013
Edward Jones July 2013 - August 2013
Edward Jones June 2013 - July 2013
CEC Entertainment February 2009 - June 2013
Skills
Microsoft Office, Leadership, PowerPoint, Customer Service, Microsoft Word, Time Management, Windows, Microsoft Excel, Management, Public Speaking, Sales, Training, Adobe Creative Suite, Marketing, Social Media, Strategic Planning, Troubleshooting, Inventory Management, Event Planning, Vendor Management, Project Management, Event Management, Computer Management, Java, QIP, Radia, Network Administration, Weblogic Administration, F5 BigIP, Software Distribution, Software Deployment, Server Administration, VMware Workstation, vSphere, Workstation..., Electronics Repair, Soldering, Visual Studio, Visual Basic, Dreamweaver, Eclipse, Notepad++, TextPad, NetBeans, VMware, Windows Server, Windows 7, Windows XP Pro, ASP.NET, JavaScript
Education
Southern Illinois University, Edwardsville 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Illinois State University 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Computer Science
Edward Jones June 2013 - Present
Edward Jones September 2013 - December 2013
Edward Jones August 2013 - September 2013
Edward Jones July 2013 - August 2013
Edward Jones June 2013 - July 2013
CEC Entertainment February 2009 - June 2013
Skills
Microsoft Office, Leadership, PowerPoint, Customer Service, Microsoft Word, Time Management, Windows, Microsoft Excel, Management, Public Speaking, Sales, Training, Adobe Creative Suite, Marketing, Social Media, Strategic Planning, Troubleshooting, Inventory Management, Event Planning, Vendor Management, Project Management, Event Management, Computer Management, Java, QIP, Radia, Network Administration, Weblogic Administration, F5 BigIP, Software Distribution, Software Deployment, Server Administration, VMware Workstation, vSphere, Workstation..., Electronics Repair, Soldering, Visual Studio, Visual Basic, Dreamweaver, Eclipse, Notepad++, TextPad, NetBeans, VMware, Windows Server, Windows 7, Windows XP Pro, ASP.NET, JavaScript
Education
Southern Illinois University, Edwardsville 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Illinois State University 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Computer Science
Ron Ekstrand's Edward Jones Experience 2002 - 2006
Job President and COO at Easter Seals Midwest (created by merger between Life Skills and TouchPoint Autism Services)
Industry Nonprofit Organization Management
Experience
Easter Seals Midwest May 2008 - Present
TouchPoint Autism Services August 2009 - June 2012
Judevine Center for Autism February 2009 - August 2009
Judevine Center for Autism May 2008 - February 2009
MPP&W 2006 - 2008
Edward Jones 2002 - 2006
Washington University 1999 - 2003
Blue Cross Blue Shield 1996 - 2001
Ernst & Young March 1995 - October 1996
General American 1993 - 1995
Skills
Business Management, Organizational Design, Performance Metrics, Strategy Development, TQM, Change Management, Program Management, Re-engineering, Organizational..., Non-profits, Healthcare, Social Services, Administration, Public Speaking, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Management Consulting, Marketing, System Administration, Teaching, Community Outreach, Program Development, Nonprofits, Fundraising, Coaching, Training, Process Improvement, Organizational..., Customer Service, Team Building, Event Planning, Executive Management, Research, Volunteer Management, Budgets, Social Media, Staff Development, Team Leadership, Policy, Public Relations, Recruiting, Social Networking, Human Resources, Event Management, Grants, Community Development, Board Development
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Yale University 1986 — 1987
PhD coursework
Illinois Wesleyan University 1982 — 1986
BS
Davenport West HS 1979 — 1982
Easter Seals Midwest May 2008 - Present
TouchPoint Autism Services August 2009 - June 2012
Judevine Center for Autism February 2009 - August 2009
Judevine Center for Autism May 2008 - February 2009
MPP&W 2006 - 2008
Edward Jones 2002 - 2006
Washington University 1999 - 2003
Blue Cross Blue Shield 1996 - 2001
Ernst & Young March 1995 - October 1996
General American 1993 - 1995
Skills
Business Management, Organizational Design, Performance Metrics, Strategy Development, TQM, Change Management, Program Management, Re-engineering, Organizational..., Non-profits, Healthcare, Social Services, Administration, Public Speaking, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Management Consulting, Marketing, System Administration, Teaching, Community Outreach, Program Development, Nonprofits, Fundraising, Coaching, Training, Process Improvement, Organizational..., Customer Service, Team Building, Event Planning, Executive Management, Research, Volunteer Management, Budgets, Social Media, Staff Development, Team Leadership, Policy, Public Relations, Recruiting, Social Networking, Human Resources, Event Management, Grants, Community Development, Board Development
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Yale University 1986 — 1987
PhD coursework
Illinois Wesleyan University 1982 — 1986
BS
Davenport West HS 1979 — 1982
Michael Bellush's Edward Jones Experience July 2004 - October 2006
Job LPL Financial Advisor
Industry Financial Services
Experience
Bedford Federal Savings Bank Bedford Federal Financial Services 2006 - Present
Edward Jones July 2004 - October 2006
ExxonMobil 2001 - 2004
Education
Indiana University - Kelley School of Business 1996 — 2001
Bachelor of Science in Business, Concentrations in Accounting, Business Process Management, & Computer Information Systems
Bedford Federal Savings Bank Bedford Federal Financial Services 2006 - Present
Edward Jones July 2004 - October 2006
ExxonMobil 2001 - 2004
Education
Indiana University - Kelley School of Business 1996 — 2001
Bachelor of Science in Business, Concentrations in Accounting, Business Process Management, & Computer Information Systems
Joseph Mattia AIF® Joseph Mattia AIF®'s Edward Jones Experience April 2001 - January 2005
Job LPL Branch Manager, Wealth Advisor at Mattia Wealth Management, LLC & PartnerMidwest Plan Advisors
Industry Financial Services
Experience
Mattia Wealth Management, LLC August 2009 - Present
Edward Jones April 2001 - January 2005
Wirtz Insurance Agency, Inc. April 1996 - April 2001
Skills
Retirement Planning
Education
Illinois State University 1988 — 1993
Mattia Wealth Management, LLC August 2009 - Present
Edward Jones April 2001 - January 2005
Wirtz Insurance Agency, Inc. April 1996 - April 2001
Skills
Retirement Planning
Education
Illinois State University 1988 — 1993
Nancy Speir Nancy Speir's Edward Jones Experience April 2011 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
National Mutual Benefit July 2009 - April 2011
HospiceCare Inc November 2000 - January 2009
Skills
Workshop Facilitation, Leadership Development, Organizational..., Employee Relations, Social Media Marketing, Public Speaking, Long-term Care, Coaching, Training, Community Outreach, Nonprofits, Event Planning, Leadership, Team Building, Program Development, Recruiting, Strategic Planning
Education
Illinois State University 1981 — 1983
MS Ed, Counseling
Edward Jones April 2011 - Present
National Mutual Benefit July 2009 - April 2011
HospiceCare Inc November 2000 - January 2009
Skills
Workshop Facilitation, Leadership Development, Organizational..., Employee Relations, Social Media Marketing, Public Speaking, Long-term Care, Coaching, Training, Community Outreach, Nonprofits, Event Planning, Leadership, Team Building, Program Development, Recruiting, Strategic Planning
Education
Illinois State University 1981 — 1983
MS Ed, Counseling
Joseph Caro Joseph Caro's Edward Jones Experience 1996 - 2000
Job CIO, SVP at Post Holdings
Industry Apparel & Fashion
Experience
Post Holdings 2012 - Present
Brown Shoe Company November 2007 - December 2011
Citi 2005 - 2007
MasterCard 2000 - 2005
Edward Jones 1996 - 2000
Accenture 1986 - 1996
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Marshall University 1980 — 1984
BBA, Marketing
Post Holdings 2012 - Present
Brown Shoe Company November 2007 - December 2011
Citi 2005 - 2007
MasterCard 2000 - 2005
Edward Jones 1996 - 2000
Accenture 1986 - 1996
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Marshall University 1980 — 1984
BBA, Marketing
Robert Hardwick Robert Hardwick's Edward Jones Experience January 1989 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 1989 - Present
Peabody Energy May 1978 - December 1988
Education
Indiana State University
Economics
Ivy Tech Community College
Associate of Science (A.S.), Mining and Mineral Engineering
Edward Jones January 1989 - Present
Peabody Energy May 1978 - December 1988
Education
Indiana State University
Economics
Ivy Tech Community College
Associate of Science (A.S.), Mining and Mineral Engineering
Robert Czarnowski's Edward Jones Experience October 2014 - March 2015
Job Service Specialist: Team Sports at Wilson Sporting Goods Co.
Industry Marketing and Advertising
Experience
Wilson Sporting Goods Co. June 2015 - Present
Wilson Sporting Goods Co. June 2015 - Present
Edward Jones October 2014 - March 2015
Illinois Wesleyan University August 2010 - May 2014
Eagle Engine Sales, Inc June 2011 - August 2011
Skills
Series 7, Sales, Leadership, PowerPoint, Management, Social Media, Teamwork, Social Networking, Business Planning, New Business Development, Investments, Customer Service, Marketing, Business Strategy, Event Planning
Education
Illinois Wesleyan University 2010 — 2014
Bachelor of Arts in Business Administration, Marketing
Naperville Central High School 2006 — 2010
Wilson Sporting Goods Co. June 2015 - Present
Wilson Sporting Goods Co. June 2015 - Present
Edward Jones October 2014 - March 2015
Illinois Wesleyan University August 2010 - May 2014
Eagle Engine Sales, Inc June 2011 - August 2011
Skills
Series 7, Sales, Leadership, PowerPoint, Management, Social Media, Teamwork, Social Networking, Business Planning, New Business Development, Investments, Customer Service, Marketing, Business Strategy, Event Planning
Education
Illinois Wesleyan University 2010 — 2014
Bachelor of Arts in Business Administration, Marketing
Naperville Central High School 2006 — 2010
Phillip Shaw Phillip Shaw's Edward Jones Experience June 2012 - August 2012
Job Service Advisor Money Managers Advisory
Industry Financial Services
Experience
Money Managers Financial Group January 2015 - Present
Thrivent Financial July 2013 - January 2015
Delta Chi Fraternity at Illinois State University August 2010 - May 2013
Edward Jones June 2012 - August 2012
Skills
Leadership, Event Management, Budgets, Public Speaking, Public Relations, Time Management, Microsoft Office, Teamwork, Strategic Planning, Microsoft Excel, PowerPoint, Marketing, Organization, Training, Microsoft Word, Facebook, Project Planning, Fundraising, Financial Analysis, Program Management, Project Management, Management, Team Leadership, Research, Social Networking, Leadership Development, Data Analysis, Event Planning, Nonprofits, Sales, Analysis, Outlook, Community Outreach, Recruiting, Team Building, Marketing Communications, Access, Finance, Social Media Marketing, Organizational..., Coaching
Education
Illinois State University 2009 — 2013
Bachelor of Science (B.S.), Business Management, Organizational Leadership, 3.51/4.00
Money Managers Financial Group January 2015 - Present
Thrivent Financial July 2013 - January 2015
Delta Chi Fraternity at Illinois State University August 2010 - May 2013
Edward Jones June 2012 - August 2012
Skills
Leadership, Event Management, Budgets, Public Speaking, Public Relations, Time Management, Microsoft Office, Teamwork, Strategic Planning, Microsoft Excel, PowerPoint, Marketing, Organization, Training, Microsoft Word, Facebook, Project Planning, Fundraising, Financial Analysis, Program Management, Project Management, Management, Team Leadership, Research, Social Networking, Leadership Development, Data Analysis, Event Planning, Nonprofits, Sales, Analysis, Outlook, Community Outreach, Recruiting, Team Building, Marketing Communications, Access, Finance, Social Media Marketing, Organizational..., Coaching
Education
Illinois State University 2009 — 2013
Bachelor of Science (B.S.), Business Management, Organizational Leadership, 3.51/4.00
Nick Tiemeyer, CFA's Edward Jones Experience June 2009 - January 2010
Job Investment Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson October 2014 - Present
Towers Watson September 2013 - September 2014
Towers Watson February 2010 - March 2013
Edward Jones June 2009 - January 2010
Citadel Solutions June 2008 - August 2008
Securities & Exchange Commission May 2007 - August 2007
Skills
Investments, Pensions, Defined Benefit, Mutual Funds, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Investment Management, Due Diligence, Equities, Bonds, Hedge Funds, Financial Services, Fixed Income
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Indiana University Bloomington 2005 — 2009
BA-Business, Finance (major), Econ (minor)
Seymour High School
Towers Watson October 2014 - Present
Towers Watson September 2013 - September 2014
Towers Watson February 2010 - March 2013
Edward Jones June 2009 - January 2010
Citadel Solutions June 2008 - August 2008
Securities & Exchange Commission May 2007 - August 2007
Skills
Investments, Pensions, Defined Benefit, Mutual Funds, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Investment Management, Due Diligence, Equities, Bonds, Hedge Funds, Financial Services, Fixed Income
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Indiana University Bloomington 2005 — 2009
BA-Business, Finance (major), Econ (minor)
Seymour High School
Adam W. Cloyd, AWMA®'s Edward Jones Experience June 2003 - July 2006
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2006 - Present
Edward Jones June 2003 - July 2006
Skills
Retirement Planning, Investments, Investment Strategies, Mutual Funds, Financial Advisory, Asset Allocation, Portfolio Optimization
Education
Indiana State University 1999 — 2003
Bachelor of Science, Finance
Wells Fargo Advisors, LLC July 2006 - Present
Edward Jones June 2003 - July 2006
Skills
Retirement Planning, Investments, Investment Strategies, Mutual Funds, Financial Advisory, Asset Allocation, Portfolio Optimization
Education
Indiana State University 1999 — 2003
Bachelor of Science, Finance
Bob Milligan, AAMS's Edward Jones Experience December 2003 - August 2011
Job Owner at Milligan Financial Services
Industry Financial Services
Experience
Milligan Financial Services April 2012 - Present
Cetera Financial Group August 2011 - Present
Plainfield Chamber of Commerce 2011 - 2012
Edward Jones December 2003 - August 2011
NatCity Securities Corporation September 1999 - December 2003
National City Bank January 1990 - August 1999
Farm Credit Services of America January 1981 - December 1989
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Financial Advisory, Retirement, Series 7, Securities, Investments, Wealth Management, Insurance, Finance, Financial Services, Asset Allocation, Variable Annuities, Bonds, Investment Advisory, 403 b, Series 63, Small Business, IRAs, Long Term Care Insurance, 401k, Life Insurance, Health Insurance, Stocks, Mortgage Lending, 401k Rollovers, Loans, FINRA, Series 66, Series 24
Education
Purdue University 1978 — 1981
Bachelor of Science (BS), Agricultural Economics
Indiana University Bloomington 1976 — 1978
Clinton High School
Leadership Hendricks County
Leadership Hendricks County
Milligan Financial Services April 2012 - Present
Cetera Financial Group August 2011 - Present
Plainfield Chamber of Commerce 2011 - 2012
Edward Jones December 2003 - August 2011
NatCity Securities Corporation September 1999 - December 2003
National City Bank January 1990 - August 1999
Farm Credit Services of America January 1981 - December 1989
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Financial Advisory, Retirement, Series 7, Securities, Investments, Wealth Management, Insurance, Finance, Financial Services, Asset Allocation, Variable Annuities, Bonds, Investment Advisory, 403 b, Series 63, Small Business, IRAs, Long Term Care Insurance, 401k, Life Insurance, Health Insurance, Stocks, Mortgage Lending, 401k Rollovers, Loans, FINRA, Series 66, Series 24
Education
Purdue University 1978 — 1981
Bachelor of Science (BS), Agricultural Economics
Indiana University Bloomington 1976 — 1978
Clinton High School
Leadership Hendricks County
Leadership Hendricks County
Lori Downer Lori Downer's Edward Jones Experience November 2010 - September 2011
Job Currently hiring sales representatives for a Fortune 500 Company
Industry Insurance
Experience
State Farm Insurance June 2012 - Present
State Farm Insurance February 2012 - June 2012
Edward Jones November 2010 - September 2011
LifeLock September 2008 - November 2010
State Farm Insurance August 1990 - March 2008
Skills
Employee Benefits, Call Center, Health Insurance, Process Improvement, Insurance, Applicant Tracking..., Recruiting, Talent Acquisition, Training, Training Delivery, Project Management, Coaching, Life Insurance, Call Centers, College Recruiting, Organizational..., Leadership, Strategic Planning, Management, Human Resources
Education
Illinois State University
Bachelor of Science (B.S.)
State Farm Insurance June 2012 - Present
State Farm Insurance February 2012 - June 2012
Edward Jones November 2010 - September 2011
LifeLock September 2008 - November 2010
State Farm Insurance August 1990 - March 2008
Skills
Employee Benefits, Call Center, Health Insurance, Process Improvement, Insurance, Applicant Tracking..., Recruiting, Talent Acquisition, Training, Training Delivery, Project Management, Coaching, Life Insurance, Call Centers, College Recruiting, Organizational..., Leadership, Strategic Planning, Management, Human Resources
Education
Illinois State University
Bachelor of Science (B.S.)
Greg Gobble's Edward Jones Experience October 1998 - June 2001
Job Financial Consultant at First Brokerage America
Industry Financial Services
Experience
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
Steve Kuehl Steve Kuehl's Edward Jones Experience November 2010 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Edward Jones January 2009 - November 2010
Edward Jones September 1998 - November 2010
Education
Illinois Wesleyan University 1989 — 1993
Bachelor of Arts, Business Administration
Edward Jones November 2010 - Present
Edward Jones January 2009 - November 2010
Edward Jones September 1998 - November 2010
Education
Illinois Wesleyan University 1989 — 1993
Bachelor of Arts, Business Administration
Scott Carmony, MBA, AAMS's Edward Jones Experience 2003 - 2010
Job Financial Advisor and Principal at Carmony Asset & Wealth Advisors
Industry Investment Management
Experience
Carmony Asset & Wealth Advisors 2010 - Present
Edward Jones 2003 - 2010
Ten Cate (Netherlands) 1992 - 2003
Skills
Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Financial Planning, Series 7, Financial Planners, Wealth Management, Securities, Estate Planning, 401k, Asset Management, Equities, Alternative Investments, IRAs, Series 63, ETFs, Portfolio Management, Separately Managed..., Fixed Annuities, 401k Rollovers, Small Business..., Insurance Management, Cash Management, Stocks, Bonds, 403b, Variable Annuities, AAMS, Series 66
Education
Indiana University - Kelley School of Business 1998 — 2001
MBA, Finance
Purdue University
Bachelor of Science, Engineering
Carmony Asset & Wealth Advisors 2010 - Present
Edward Jones 2003 - 2010
Ten Cate (Netherlands) 1992 - 2003
Skills
Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Financial Planning, Series 7, Financial Planners, Wealth Management, Securities, Estate Planning, 401k, Asset Management, Equities, Alternative Investments, IRAs, Series 63, ETFs, Portfolio Management, Separately Managed..., Fixed Annuities, 401k Rollovers, Small Business..., Insurance Management, Cash Management, Stocks, Bonds, 403b, Variable Annuities, AAMS, Series 66
Education
Indiana University - Kelley School of Business 1998 — 2001
MBA, Finance
Purdue University
Bachelor of Science, Engineering
J. Joseph Moore , CRPC's Edward Jones Experience May 1998 - January 2000
Job Financial Advisor at MainSource Investments , Raymond James Financial Services
Industry Investment Management
Experience
MainSource Investments , Raymond James Financial Services August 2012 - Present
M&I Financial Advisors Inc., A part of BMO Financial Group April 2008 - August 2011
NatCity Investments Inc. February 2000 - April 2008
Edward Jones May 1998 - January 2000
Skills
Client Relationship..., Financial Planning, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, CRM, Fixed Annuities, Wealth Management..., Credit Risk, Portfolio Management, Retail Banking, Investments, Finance, Banking, Financial Services
Education
Indiana State University 1994 — 1998
B.S., Finance
MainSource Investments , Raymond James Financial Services August 2012 - Present
M&I Financial Advisors Inc., A part of BMO Financial Group April 2008 - August 2011
NatCity Investments Inc. February 2000 - April 2008
Edward Jones May 1998 - January 2000
Skills
Client Relationship..., Financial Planning, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, CRM, Fixed Annuities, Wealth Management..., Credit Risk, Portfolio Management, Retail Banking, Investments, Finance, Banking, Financial Services
Education
Indiana State University 1994 — 1998
B.S., Finance
Todd Shaw Todd Shaw's Edward Jones Experience June 2002 - July 2003
Job Compliance Examiner
Industry Financial Services
Experience
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
George Ellsworth Smith's Edward Jones Experience November 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Skills
Mutual Funds, Retirement Planning, Insurance, Strategic Planning, Small Business, Customer Service, Business Planning, Banking, Public Speaking, Entrepreneurship, Financial Markets, Stock Market, Budgets, Municipal Bonds
Education
Indiana State University
Bachelor of Science (B.S.), Mathematics and Computer Science
Edward Jones November 2007 - Present
Skills
Mutual Funds, Retirement Planning, Insurance, Strategic Planning, Small Business, Customer Service, Business Planning, Banking, Public Speaking, Entrepreneurship, Financial Markets, Stock Market, Budgets, Municipal Bonds
Education
Indiana State University
Bachelor of Science (B.S.), Mathematics and Computer Science
Joe Caro Joe Caro's Edward Jones Experience 1996 - 2000
Job CIO, SVP at Post Holdings
Industry Information Technology and Services
Experience
Brown Shoe Company 2007 - 2011
Citi 2005 - 2007
MasterCard 2000 - 2005
Edward Jones 1996 - 2000
Accenture July 1986 - October 1996
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Marshall University 1980 — 1984
BBA, Marketing
Brown Shoe Company 2007 - 2011
Citi 2005 - 2007
MasterCard 2000 - 2005
Edward Jones 1996 - 2000
Accenture July 1986 - October 1996
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Marshall University 1980 — 1984
BBA, Marketing
Andrew Cecil Andrew Cecil's Edward Jones Experience 2002 - 2006
Job Senior Financial Advisor at Berthel Fisher and Company Financial Services Inc. Member FINRA/SIPC phone 3193253831
Industry Investment Management
Experience
Berthel Fisher and Company Financial Services Inc. November 2008 - Present
Dashner, Andrews, Cecil Group LLC July 2006 - November 2008
Alliance soccer 2005 - 2007
Edward Jones 2002 - 2006
scudder 1999 - 2002
kemper 1999 - 2002
scudder kemper 1999 - 2002
dws scudder 1999 - 2002
Iowa Sigma Chi 1996 - 1998
Skills
Series 7, Investments, Investment Advisory..., Series 63, Mutual Funds, Financial Services, Asset Allocation, Securities, Finance, Investment Strategies, Wealth Management, FINRA, Investment Advisory
Education
University of Iowa 1995 — 1998
B.A., Economics
Illinois Wesleyan University 1995 — 1997
Galesburg High School 1993 — 1995
Pensacola Catholic High School 1991 — 1993
Berthel Fisher and Company Financial Services Inc. November 2008 - Present
Dashner, Andrews, Cecil Group LLC July 2006 - November 2008
Alliance soccer 2005 - 2007
Edward Jones 2002 - 2006
scudder 1999 - 2002
kemper 1999 - 2002
scudder kemper 1999 - 2002
dws scudder 1999 - 2002
Iowa Sigma Chi 1996 - 1998
Skills
Series 7, Investments, Investment Advisory..., Series 63, Mutual Funds, Financial Services, Asset Allocation, Securities, Finance, Investment Strategies, Wealth Management, FINRA, Investment Advisory
Education
University of Iowa 1995 — 1998
B.A., Economics
Illinois Wesleyan University 1995 — 1997
Galesburg High School 1993 — 1995
Pensacola Catholic High School 1991 — 1993
Julie Stratmann's Edward Jones Experience June 2015 - August 2015
Job 2016 MBA Candidate at Olin Business School
Industry Financial Services
Experience
Olin Business School July 2014 - Present
Edward Jones June 2015 - August 2015
Indiana University August 2013 - May 2014
Boys & Girls Clubs of America August 2013 - May 2014
United Way of Monroe County May 2013 - August 2013
Boys Hope Girls Hope May 2012 - June 2012
Skills
Community Outreach, Non-profits, Fundraising, Research, Volunteer Management, Public Speaking, Event Planning, Microsoft Office, Policy Analysis, Grant Writing, PowerPoint, Microsoft Excel, Philanthropy, Leadership, Program Development, Program Evaluation, Access, Blogging, Youth Development, Cpr Certified, Data Analysis, Higher Education, Facebook, Nonprofits, Social Media, Time Management, Teamwork
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Nonprofit Management, senior
Olin Business School July 2014 - Present
Edward Jones June 2015 - August 2015
Indiana University August 2013 - May 2014
Boys & Girls Clubs of America August 2013 - May 2014
United Way of Monroe County May 2013 - August 2013
Boys Hope Girls Hope May 2012 - June 2012
Skills
Community Outreach, Non-profits, Fundraising, Research, Volunteer Management, Public Speaking, Event Planning, Microsoft Office, Policy Analysis, Grant Writing, PowerPoint, Microsoft Excel, Philanthropy, Leadership, Program Development, Program Evaluation, Access, Blogging, Youth Development, Cpr Certified, Data Analysis, Higher Education, Facebook, Nonprofits, Social Media, Time Management, Teamwork
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Nonprofit Management, senior
Adam DeVolder's Edward Jones Experience November 2009 - December 2011
Job VP Financial Advisor
Industry Financial Services
Experience
JPMorgan Securities LLC April 2014 - Present
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase December 2011 - January 2014
Edward Jones November 2009 - December 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
B.S., Marketing
JPMorgan Securities LLC April 2014 - Present
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase December 2011 - January 2014
Edward Jones November 2009 - December 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
B.S., Marketing
Latasha Fox, CPA's Edward Jones Experience August 2014 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones August 2014 - Present
Edward Jones May 2009 - August 2014
Edward Jones 2008 - 2009
Edward Jones 2006 - 2008
Edward Jones 2003 - 2006
Edward Jones 2001 - 2003
KPMG LLP January 2000 - September 2001
Skills
Microsoft Office, PeopleSoft, Accounting, Accounts Payable, Auditing, Coaching, Customer Service, Finance, Financial Analysis, Financial Reporting, General Ledger, Leadership, Leadership Development, Microsoft Excel, Payroll, Process Improvement, Public Speaking, Strategic Planning, Tax, Team Building
Education
Illinois State University 1995 — 1999
Bachelor's degree, Accounting
Edward Jones August 2014 - Present
Edward Jones May 2009 - August 2014
Edward Jones 2008 - 2009
Edward Jones 2006 - 2008
Edward Jones 2003 - 2006
Edward Jones 2001 - 2003
KPMG LLP January 2000 - September 2001
Skills
Microsoft Office, PeopleSoft, Accounting, Accounts Payable, Auditing, Coaching, Customer Service, Finance, Financial Analysis, Financial Reporting, General Ledger, Leadership, Leadership Development, Microsoft Excel, Payroll, Process Improvement, Public Speaking, Strategic Planning, Tax, Team Building
Education
Illinois State University 1995 — 1999
Bachelor's degree, Accounting
Julie Kennedy-Rick's Edward Jones Experience July 2010 - June 2011
Job Representative, Licensed Partners at Universal Orlando Resort
Industry Hospitality
Experience
Universal Orlando Resort June 2015 - Present
Marriott Vacations Worldwide November 2012 - Present
The Children's Museum of Indianapolis June 2011 - August 2012
Edward Jones July 2010 - June 2011
Legislative Services Agency October 2008 - May 2010
Universal Orlando November 1992 - August 2008
Skills
Event Management, Event Planning, Social Networking, Editing, Facebook, Social Media, Public Relations, Social Media Marketing, Fundraising, Press Releases, Hospitality, Marketing Communications, Corporate Events, Nonprofits, Entertainment, Customer Service, Live Events
Education
Indiana University Bloomington 1988 — 1991
Bachelor of Arts (B.A.), French
Universal Orlando Resort June 2015 - Present
Marriott Vacations Worldwide November 2012 - Present
The Children's Museum of Indianapolis June 2011 - August 2012
Edward Jones July 2010 - June 2011
Legislative Services Agency October 2008 - May 2010
Universal Orlando November 1992 - August 2008
Skills
Event Management, Event Planning, Social Networking, Editing, Facebook, Social Media, Public Relations, Social Media Marketing, Fundraising, Press Releases, Hospitality, Marketing Communications, Corporate Events, Nonprofits, Entertainment, Customer Service, Live Events
Education
Indiana University Bloomington 1988 — 1991
Bachelor of Arts (B.A.), French
Korey Davis's Edward Jones Experience October 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Bulls on Wall Street June 2013 - April 2014
University of Illinois at Urbana-Champaign August 2012 - December 2013
University of Illinois at Urbana-Champaign January 2012 - November 2013
Campaign for Better Health Care May 2013 - August 2013
China Performance Group June 2012 - August 2012
Skills
Global Business..., SEO, Leadership, Marketing
Education
University of Illinois at Urbana-Champaign 2011 — 2013
Bachelor of Applied Science (B.A.Sc.)
Illinois Valley Community College 2009 — 2011
Edward Jones October 2014 - Present
Bulls on Wall Street June 2013 - April 2014
University of Illinois at Urbana-Champaign August 2012 - December 2013
University of Illinois at Urbana-Champaign January 2012 - November 2013
Campaign for Better Health Care May 2013 - August 2013
China Performance Group June 2012 - August 2012
Skills
Global Business..., SEO, Leadership, Marketing
Education
University of Illinois at Urbana-Champaign 2011 — 2013
Bachelor of Applied Science (B.A.Sc.)
Illinois Valley Community College 2009 — 2011
Tyler Rittenhouse Tyler Rittenhouse's Edward Jones Experience May 2012 - April 2014
Job American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors June 2015 - Present
Fidelity Investments April 2014 - May 2015
Edward jones May 2012 - April 2014
Education
Illinois State University 2009 — 2012
Bachelor's degree, Accounting and Finance
American Beacon Advisors June 2015 - Present
Fidelity Investments April 2014 - May 2015
Edward jones May 2012 - April 2014
Education
Illinois State University 2009 — 2012
Bachelor's degree, Accounting and Finance
Casey Sampson's Edward Jones Experience February 2013 - May 2014
Job Facilities Manager at Hamilton Center, Inc.
Industry Hospital & Health Care
Experience
Hamilton Center, Inc. June 2014 - Present
Edward Jones February 2013 - May 2014
Forrest Sherer Insurance January 2004 - February 2013
Skills
Commercial Insurance, Commercial Lines, Umbrella Insurance, Brokers, Property & Casualty..., Casualty, Insurance, Underwriting, Professional Liability, Liability, Workers Compensation, Employment Practices..., Legal Liability, Life Insurance, Disability Insurance, Casualty Insurance, Customer Service
Education
Indiana State University 2000 — 2003
Bachelor's degree, Business
Indiana State University 2000 — 2003
Bachelor of Science, Business Administration
Hamilton Center, Inc. June 2014 - Present
Edward Jones February 2013 - May 2014
Forrest Sherer Insurance January 2004 - February 2013
Skills
Commercial Insurance, Commercial Lines, Umbrella Insurance, Brokers, Property & Casualty..., Casualty, Insurance, Underwriting, Professional Liability, Liability, Workers Compensation, Employment Practices..., Legal Liability, Life Insurance, Disability Insurance, Casualty Insurance, Customer Service
Education
Indiana State University 2000 — 2003
Bachelor's degree, Business
Indiana State University 2000 — 2003
Bachelor of Science, Business Administration
Robert Randick Robert Randick's Edward Jones Experience 2010 - 2011
Job Commercial Insurance Producer at The Bulow Group
Industry Insurance
Experience
The Bulow Group April 2015 - Present
Morgan Stanley December 2012 - April 2015
Avis Budget Group January 2012 - December 2012
Elevate Construction November 2010 - January 2012
Edward Jones 2010 - 2011
Skills
Commercial Insurance, Property & Casualty..., Umbrella Insurance, Consulting, Process Improvement, Customer Service, Leadership, Sales, Financial Analysis, Management, Project Management, Microsoft Excel, Networking
Education
Illinois Wesleyan University 2006 — 2010
Bachelor's Degree, Finance and Financial Management Services, Marketing, Mathematics
carl sandburg high school
carl sandburg high school
The Bulow Group April 2015 - Present
Morgan Stanley December 2012 - April 2015
Avis Budget Group January 2012 - December 2012
Elevate Construction November 2010 - January 2012
Edward Jones 2010 - 2011
Skills
Commercial Insurance, Property & Casualty..., Umbrella Insurance, Consulting, Process Improvement, Customer Service, Leadership, Sales, Financial Analysis, Management, Project Management, Microsoft Excel, Networking
Education
Illinois Wesleyan University 2006 — 2010
Bachelor's Degree, Finance and Financial Management Services, Marketing, Mathematics
carl sandburg high school
carl sandburg high school
Sheryl Lavelock, MS, LPC, NCC's Edward Jones Experience August 2002 - April 2005
Job EAP Counselor & Account Manager for Saint Luke's EAP
Industry Mental Health Care
Experience
Saint Luke's Health System August 2009 - Present
The Institute on Life Challenges and Craig McAndrew Counseling December 2008 - August 2009
Edward Jones August 2002 - April 2005
The Pleasant Hill Times August 2000 - August 2001
Cass Medical Center April 1988 - August 1991
Skills
Post Traumatic Stress, Psychotherapy, Life Transitions, Family Therapy, Adolescents, Coaching, Psychology, Grief Counseling, Treatment, Case Managment, Healthcare, Play Therapy, Mental Health Counseling, Counseling Psychology, EAP, Behavioral Health, Program Development, CBT, Training, Self-esteem, Group Therapy, Stress Management, Conflict Resolution, Career Counseling, Crisis Intervention, Therapists, Chronic Illness, Wellness, Clinical Research, Life Coaching, Social Services, Personal Development, Community Outreach, Wellness Coaching, Chemical Dependency, Anger Management, Mental Health, Solution Focused, Substance Use Disorders, Individual Counselling, Addiction Recovery, Motivational..., Young Adults, Interventions
Education
University of Central Missouri 2005 — 2008
Master of Science, Counseling
Illinois State University 1982 — 1983
BS, Mass Communication/Journalism
University of Missouri-Columbia 1980 — 1982
Pre-journalism
Oak Park High School 1977 — 1980
Diploma, General
Saint Luke's Health System August 2009 - Present
The Institute on Life Challenges and Craig McAndrew Counseling December 2008 - August 2009
Edward Jones August 2002 - April 2005
The Pleasant Hill Times August 2000 - August 2001
Cass Medical Center April 1988 - August 1991
Skills
Post Traumatic Stress, Psychotherapy, Life Transitions, Family Therapy, Adolescents, Coaching, Psychology, Grief Counseling, Treatment, Case Managment, Healthcare, Play Therapy, Mental Health Counseling, Counseling Psychology, EAP, Behavioral Health, Program Development, CBT, Training, Self-esteem, Group Therapy, Stress Management, Conflict Resolution, Career Counseling, Crisis Intervention, Therapists, Chronic Illness, Wellness, Clinical Research, Life Coaching, Social Services, Personal Development, Community Outreach, Wellness Coaching, Chemical Dependency, Anger Management, Mental Health, Solution Focused, Substance Use Disorders, Individual Counselling, Addiction Recovery, Motivational..., Young Adults, Interventions
Education
University of Central Missouri 2005 — 2008
Master of Science, Counseling
Illinois State University 1982 — 1983
BS, Mass Communication/Journalism
University of Missouri-Columbia 1980 — 1982
Pre-journalism
Oak Park High School 1977 — 1980
Diploma, General
Pam Combs Pam Combs's Edward Jones Experience September 2015 - Present
Job Instructional Designer at Edward Jones
Industry E-Learning
Experience
Edward Jones September 2015 - Present
AT&T November 2012 - Present
The Doe Run Company 2015 - 2015
The Doe Run Company 2015 - 2015
Scientific Learning September 2003 - July 2012
CompassLearning July 1983 - January 2003
Skills
Online Learning, Professional Development, Instructional Design, Staff Development, Instructional Technology, Blended Learning, E-Learning, Educational Technology, Curriculum Development, Instructor-led Training, Learning Management, Training, Distance Learning, Leadership, Adult Education, Software Documentation, Salesforce.com, Needs Analysis, Captivate, Employee Training, Hands-on Training, Team Building, WebEx, Training Delivery, Technology Integration, K-12, Learning Management..., Educational Leadership, Nonprofits, Classroom, Coaching, Public Speaking, Project Planning, Teaching, Organizational..., Technical Writing, Higher Education, Strategic Planning, Leadership Development, Grant Writing, Teacher Training, Content Development, Program Management, Program Development
Education
University of San Diego 1999 — 2001
MSEL, Executive Leadership
Illinois State University 1970 — 1974
BS in Education, Elementary Education
Edward Jones September 2015 - Present
AT&T November 2012 - Present
The Doe Run Company 2015 - 2015
The Doe Run Company 2015 - 2015
Scientific Learning September 2003 - July 2012
CompassLearning July 1983 - January 2003
Skills
Online Learning, Professional Development, Instructional Design, Staff Development, Instructional Technology, Blended Learning, E-Learning, Educational Technology, Curriculum Development, Instructor-led Training, Learning Management, Training, Distance Learning, Leadership, Adult Education, Software Documentation, Salesforce.com, Needs Analysis, Captivate, Employee Training, Hands-on Training, Team Building, WebEx, Training Delivery, Technology Integration, K-12, Learning Management..., Educational Leadership, Nonprofits, Classroom, Coaching, Public Speaking, Project Planning, Teaching, Organizational..., Technical Writing, Higher Education, Strategic Planning, Leadership Development, Grant Writing, Teacher Training, Content Development, Program Management, Program Development
Education
University of San Diego 1999 — 2001
MSEL, Executive Leadership
Illinois State University 1970 — 1974
BS in Education, Elementary Education
Jeff Brierly Jeff Brierly's Edward Jones Experience 1994 - 1996
Job Verb Editorial, LLC Independent Media Production Professional
Industry Media Production
Experience
Verb Editorial June 2011 - Present
FleishmanHillard 2006 - 2012
Coolfire Media 2001 - 2005
Avatar Studios 1996 - 2000
Edward Jones 1994 - 1996
Bass Pro Shops 1991 - 1994
Skills
Motion Graphics, HD Video, Post Production, After Effects, Final Cut Pro, Video Production, Video Editing, Adobe Creative Suite, Digital Media, Video, Editorial, Television, Media Production, Broadcast, Creative Direction, Content Strategy, Multimedia, Graphic Design, Media Relations, New Media, Producing, Web Video, Videography, Editing
Education
Maine Media Workshops & College 1991 — 1991
Missouri State University 1982 — 1987
BS, Communications
Imperial College London 1986 — 1986
British Film and Television
Kickapoo
Kickapoo
Verb Editorial June 2011 - Present
FleishmanHillard 2006 - 2012
Coolfire Media 2001 - 2005
Avatar Studios 1996 - 2000
Edward Jones 1994 - 1996
Bass Pro Shops 1991 - 1994
Skills
Motion Graphics, HD Video, Post Production, After Effects, Final Cut Pro, Video Production, Video Editing, Adobe Creative Suite, Digital Media, Video, Editorial, Television, Media Production, Broadcast, Creative Direction, Content Strategy, Multimedia, Graphic Design, Media Relations, New Media, Producing, Web Video, Videography, Editing
Education
Maine Media Workshops & College 1991 — 1991
Missouri State University 1982 — 1987
BS, Communications
Imperial College London 1986 — 1986
British Film and Television
Kickapoo
Kickapoo
Kandi B. Rudolph Kandi B. Rudolph's Edward Jones Experience January 2010 - September 2010
Job Sr. Individual Investment Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
TIAA-CREF September 2010 - October 2012
Edward Jones January 2010 - September 2010
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Services, Equities, Asset Management, Financial Analysis, Fixed Income
Education
Lincoln University (MO)
Master of Business Administration (M.B.A.), Accounting
Lincoln University (MO)
Bachelor's degree, Accounting
Indiana Institute of Technology
Bachelor of Science (BS), Accounting
TIAA-CREF October 2012 - Present
TIAA-CREF September 2010 - October 2012
Edward Jones January 2010 - September 2010
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Services, Equities, Asset Management, Financial Analysis, Fixed Income
Education
Lincoln University (MO)
Master of Business Administration (M.B.A.), Accounting
Lincoln University (MO)
Bachelor's degree, Accounting
Indiana Institute of Technology
Bachelor of Science (BS), Accounting
Michael Jenks, J.D. Michael Jenks, J.D.'s Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Edward Jones December 2011 - October 2012
DePuy Orthopaedics May 2010 - November 2011
DePuy Orthopaedics May 2008 - September 2009
Education
Michigan State University College of Law 2007 — 2010
Juris Doctorate, Intellectual Property Law
Indiana University Bloomington 2001 — 2006
Bachelor of Arts (B.A.), History
Edward Jones October 2012 - Present
Edward Jones December 2011 - October 2012
DePuy Orthopaedics May 2010 - November 2011
DePuy Orthopaedics May 2008 - September 2009
Education
Michigan State University College of Law 2007 — 2010
Juris Doctorate, Intellectual Property Law
Indiana University Bloomington 2001 — 2006
Bachelor of Arts (B.A.), History
Rick Przybylski Rick Przybylski's Edward Jones Experience November 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2001 - Present
Molex June 1999 - November 2001
John Deere 1996 - 1999
Skills
Investments, Corporate Finance
Education
Illinois State University 1994 — 1996
BS, Accounting
Edward Jones November 2001 - Present
Molex June 1999 - November 2001
John Deere 1996 - 1999
Skills
Investments, Corporate Finance
Education
Illinois State University 1994 — 1996
BS, Accounting
Matt Giardino Matt Giardino's Edward Jones Experience May 2010 - December 2010
Job Recruiting Manager at Robert Half
Industry Information Technology and Services
Experience
Robert Half August 2015 - Present
Take Shape For Life May 2013 - Present
NCSA Athletic Recruiting February 2012 - July 2015
NCSA Athletic Recruiting January 2011 - February 2012
Edward Jones May 2010 - December 2010
Skills
Sports Marketing, Athletics, Event Management, Social Media, Marketing, Sales, Public Speaking, Coaching, Recruiting, Analysis, Management, Athletic Training, Training, Fundraising, Leadership, Cold Calling, Social Networking
Education
Illinois Wesleyan University 2006 — 2010
Bachelor, Business Marketing
Robert Half August 2015 - Present
Take Shape For Life May 2013 - Present
NCSA Athletic Recruiting February 2012 - July 2015
NCSA Athletic Recruiting January 2011 - February 2012
Edward Jones May 2010 - December 2010
Skills
Sports Marketing, Athletics, Event Management, Social Media, Marketing, Sales, Public Speaking, Coaching, Recruiting, Analysis, Management, Athletic Training, Training, Fundraising, Leadership, Cold Calling, Social Networking
Education
Illinois Wesleyan University 2006 — 2010
Bachelor, Business Marketing
Josh Wood, AAMS's Edward Jones Experience July 2007 - April 2011
Job Financial Advisor at Advantage Financial Group, LLC
Industry Financial Services
Experience
Advantage Financial Group, LLC April 2011 - Present
Edward Jones July 2007 - April 2011
Ameriprise Financial 2006 - 2007
Skills
Asset Management, Financial Planning, Wealth Transfer, 401k, 401k Rollovers, Retirement Income..., Wealth Accumulation, IRA Rollovers
Education
Indiana State University - School of Business
Finance
Advantage Financial Group, LLC April 2011 - Present
Edward Jones July 2007 - April 2011
Ameriprise Financial 2006 - 2007
Skills
Asset Management, Financial Planning, Wealth Transfer, 401k, 401k Rollovers, Retirement Income..., Wealth Accumulation, IRA Rollovers
Education
Indiana State University - School of Business
Finance
Jori Cloud, MSHR, PHR Jori Cloud, MSHR, PHR's Edward Jones Experience 2010 - 2010
Job Corporate HR Generalist
Industry Wholesale
Experience
Edward Don & Company 2011 - Present
Edward Jones 2010 - 2010
Skills
Employee Relations, Benefits Administration, Employee Benefits, HRIS, Onboarding, HR Policies, Talent Acquisition, PeopleSoft, Human Resources, Performance Management, Talent Management, Deferred Compensation, Ultipro, Labor Relations, Customer Service, Applicant Tracking..., Interviews, Management, Recruiting, Temporary Placement, Sourcing, Personnel Management, Team Building, New Hire Orientations, Leadership
Education
Lindenwood University 2009 — 2011
Master of Science, Human Resource Management
Illinois State University
Bachelor of Science, Criminology
Edward Don & Company 2011 - Present
Edward Jones 2010 - 2010
Skills
Employee Relations, Benefits Administration, Employee Benefits, HRIS, Onboarding, HR Policies, Talent Acquisition, PeopleSoft, Human Resources, Performance Management, Talent Management, Deferred Compensation, Ultipro, Labor Relations, Customer Service, Applicant Tracking..., Interviews, Management, Recruiting, Temporary Placement, Sourcing, Personnel Management, Team Building, New Hire Orientations, Leadership
Education
Lindenwood University 2009 — 2011
Master of Science, Human Resource Management
Illinois State University
Bachelor of Science, Criminology
David Tenzer's Edward Jones Experience 2005 - 2006
Job Brands Team
Industry Printing
Experience
DMD Brands November 2011 - Present
Victoria Products Inc. October 2005 - November 2011
Edward Jones 2005 - 2006
Nexstar Financial 2004 - 2005
Skills
Strategic Planning, Corporate Gifts, Apparel, Screen Printing, New Business Development, Sales Management, Account Management, Team Building, Sales, Process Improvement, Customer Service, Management, Marketing Strategy, Marketing, Project Management, Advertising
Education
Indiana University Bloomington 2000 — 2004
Informatics
DMD Brands November 2011 - Present
Victoria Products Inc. October 2005 - November 2011
Edward Jones 2005 - 2006
Nexstar Financial 2004 - 2005
Skills
Strategic Planning, Corporate Gifts, Apparel, Screen Printing, New Business Development, Sales Management, Account Management, Team Building, Sales, Process Improvement, Customer Service, Management, Marketing Strategy, Marketing, Project Management, Advertising
Education
Indiana University Bloomington 2000 — 2004
Informatics
Douglas Simms's Edward Jones Experience November 2007 - June 2009
Job Consultant
Industry Financial Services
Experience
The Meyer Group June 2009 - Present
Wellworks December 2011 - Present
Cutting Edge Advisors/Meyer financial Group November 2009 - March 2011
Edward Jones November 2007 - June 2009
River City Lending May 2006 - May 2007
Indiana Daily Student January 2004 - 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Contract Negotiation, Corporate Wellness, Insurance Planning, Health Insurance, Employee Benefits, Cost Control, Corporations, Risk Management, Series 7, Leadership, Mergers & Acquisitions, Disability Insurance, Financial Planners, Marketing, Fixed Annuities, Term Life Insurance, Insurance, Life Insurance, Human Resources, Investments, Long-term Care, Strategic Financial..., Sales, Strategic Planning, Finance, Customer Service, Management, Team Building, Financial Advisory
Education
Indiana University Bloomington 2002 — 2006
B.S., Health Administration, Business
The Meyer Group June 2009 - Present
Wellworks December 2011 - Present
Cutting Edge Advisors/Meyer financial Group November 2009 - March 2011
Edward Jones November 2007 - June 2009
River City Lending May 2006 - May 2007
Indiana Daily Student January 2004 - 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Contract Negotiation, Corporate Wellness, Insurance Planning, Health Insurance, Employee Benefits, Cost Control, Corporations, Risk Management, Series 7, Leadership, Mergers & Acquisitions, Disability Insurance, Financial Planners, Marketing, Fixed Annuities, Term Life Insurance, Insurance, Life Insurance, Human Resources, Investments, Long-term Care, Strategic Financial..., Sales, Strategic Planning, Finance, Customer Service, Management, Team Building, Financial Advisory
Education
Indiana University Bloomington 2002 — 2006
B.S., Health Administration, Business
Evan Lunsford's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Northwestern Mutual January 2010 - March 2012
Education
Indiana State University 2006 — 2010
Bachelor's degree, Financial Services and Insurance
Indiana State University - Scott College of Business 2006 — 2010
Financial Services, Financial Planning/Investments/Insurance
Edward Jones March 2012 - Present
Northwestern Mutual January 2010 - March 2012
Education
Indiana State University 2006 — 2010
Bachelor's degree, Financial Services and Insurance
Indiana State University - Scott College of Business 2006 — 2010
Financial Services, Financial Planning/Investments/Insurance
Mark Tracy Mark Tracy's Edward Jones Experience January 2010 - August 2012
Job Financial Advisor at Chariot Hill Financial
Industry Financial Services
Experience
Chariot Hill Financial July 2012 - Present
Edward Jones January 2010 - August 2012
Sensor Control, Inc. 2007 - 2009
Dugdale Communications, Inc. 2005 - 2007
Conseco, Inc. 2000 - 2004
Conseco, Inc. 1997 - 2000
CNA Insurance Companies, Inc. 1996 - 1997
Joint Commission On Accreditation of Healthcare Organizations 1989 - 1996
Nixon Peabody 1984 - 1986
Skills
Insurance, Strategic Financial..., Strategic Planning, Fixed Annuities, Vendor Management, Financial Analysis, Process Improvement, Leadership, Business Analysis, Life Insurance, Portfolio Management, Project Management, Health Insurance, Series 7
Education
Indiana State University - School of Business 1997 — 2000
MBA
Rochester Institute of Technology 1977 — 1981
BS, Business Administration
Chariot Hill Financial July 2012 - Present
Edward Jones January 2010 - August 2012
Sensor Control, Inc. 2007 - 2009
Dugdale Communications, Inc. 2005 - 2007
Conseco, Inc. 2000 - 2004
Conseco, Inc. 1997 - 2000
CNA Insurance Companies, Inc. 1996 - 1997
Joint Commission On Accreditation of Healthcare Organizations 1989 - 1996
Nixon Peabody 1984 - 1986
Skills
Insurance, Strategic Financial..., Strategic Planning, Fixed Annuities, Vendor Management, Financial Analysis, Process Improvement, Leadership, Business Analysis, Life Insurance, Portfolio Management, Project Management, Health Insurance, Series 7
Education
Indiana State University - School of Business 1997 — 2000
MBA
Rochester Institute of Technology 1977 — 1981
BS, Business Administration
Jim Valkema Jim Valkema's Edward Jones Experience July 2003 - November 2007
Job Governing Board Member at Federally Qualified Health Center Stephenson Country
Industry Financial Services
Experience
Federally Qualified Health Center - Stephenson Country April 2011 - Present
Equitas Consulting March 2008 - Present
Edward Jones July 2003 - November 2007
GNC Consulting June 2001 - February 2003
Hewitt Associates March 1990 - May 2001
Skills
Customer Relations, Economics, Business Process..., Strategic Planning, Process Improvement, Problem Solving, Team Leadership, Team Building, Management Consulting, Requirements Analysis, Account Management, New Business Development, Customer Service, Investments, Management, Sales Management, Marketing Strategy, Small Business, Strategy, CRM
Education
Illinois State University 1978 — 1982
Bachelors, Business and Economics
Federally Qualified Health Center - Stephenson Country April 2011 - Present
Equitas Consulting March 2008 - Present
Edward Jones July 2003 - November 2007
GNC Consulting June 2001 - February 2003
Hewitt Associates March 1990 - May 2001
Skills
Customer Relations, Economics, Business Process..., Strategic Planning, Process Improvement, Problem Solving, Team Leadership, Team Building, Management Consulting, Requirements Analysis, Account Management, New Business Development, Customer Service, Investments, Management, Sales Management, Marketing Strategy, Small Business, Strategy, CRM
Education
Illinois State University 1978 — 1982
Bachelors, Business and Economics
Michael Collegeman's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones November 2014 - March 2015
Cardinal Health January 2014 - October 2014
Indiana University Foundation March 2012 - December 2013
Indiana University Foundation September 2011 - February 2012
Skills
Financial Goals, Financial Planning, Retirement Planning, College Education..., Retirement Income..., Estate Planning, Life Insurance, Financial Services, Retirement Solutions, Stocks, Bonds, Mutual Funds, Municipal Bonds, Investment Strategies, Investments, Goal Analysis, Communication, Motivation
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Edward Jones March 2015 - Present
Edward Jones November 2014 - March 2015
Cardinal Health January 2014 - October 2014
Indiana University Foundation March 2012 - December 2013
Indiana University Foundation September 2011 - February 2012
Skills
Financial Goals, Financial Planning, Retirement Planning, College Education..., Retirement Income..., Estate Planning, Life Insurance, Financial Services, Retirement Solutions, Stocks, Bonds, Mutual Funds, Municipal Bonds, Investment Strategies, Investments, Goal Analysis, Communication, Motivation
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Joe McCandless's Edward Jones Experience June 2014 - August 2014
Job Analyst at Eze Software Group
Industry Marketing and Advertising
Experience
Eze Software Group June 2015 - Present
Eze Software Group May 2015 - Present
Edward Jones June 2014 - August 2014
Reinsurance Group of America June 2012 - August 2012
City Academy June 2011 - August 2011
Skills
Outlook, Microsoft Excel, SPSS, Photoshop, InDesign, Financial Analysis, Access, PowerPoint, Microsoft Word, Spanish, Social Media, Teamwork, Marketing, Public Speaking, Event Planning, Microsoft Office, Illustrator, Statistical Data..., @Risk, Regression Analysis, Qualtrics, Microsoft SQL Server
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Marketing, Finance, Senior
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Marketing, Finance
Eze Software Group June 2015 - Present
Eze Software Group May 2015 - Present
Edward Jones June 2014 - August 2014
Reinsurance Group of America June 2012 - August 2012
City Academy June 2011 - August 2011
Skills
Outlook, Microsoft Excel, SPSS, Photoshop, InDesign, Financial Analysis, Access, PowerPoint, Microsoft Word, Spanish, Social Media, Teamwork, Marketing, Public Speaking, Event Planning, Microsoft Office, Illustrator, Statistical Data..., @Risk, Regression Analysis, Qualtrics, Microsoft SQL Server
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Marketing, Finance, Senior
Indiana University Bloomington 2011 — 2015
Bachelor's degree, Marketing, Finance
Rob Bedinghaus's Edward Jones Experience June 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Indiana University Bloomington August 2009 - May 2015
Affordable Housing Corporation June 2008 - July 2009
Edward Jones June 2007 - August 2007
Edward Jones June 2006 - August 2006
Skills
Spanish, Interpersonal..., Education, Simplifying the Complex, Tenacious Work Ethic, Analytical Skills, Public Speaking, Ethical Decision Making, Relationship Building, Problem Solving, Strategic Planning, Research, Leadership
Education
Indiana University Bloomington 2011 — 2015
Doctor of Philosophy (Ph.D.)
Indiana University Bloomington 2009 — 2011
Master's Degree
Taylor University 2004 — 2008
Bachelor's Degree
Semester in Spain 2006 — 2006
Edward Jones June 2015 - Present
Indiana University Bloomington August 2009 - May 2015
Affordable Housing Corporation June 2008 - July 2009
Edward Jones June 2007 - August 2007
Edward Jones June 2006 - August 2006
Skills
Spanish, Interpersonal..., Education, Simplifying the Complex, Tenacious Work Ethic, Analytical Skills, Public Speaking, Ethical Decision Making, Relationship Building, Problem Solving, Strategic Planning, Research, Leadership
Education
Indiana University Bloomington 2011 — 2015
Doctor of Philosophy (Ph.D.)
Indiana University Bloomington 2009 — 2011
Master's Degree
Taylor University 2004 — 2008
Bachelor's Degree
Semester in Spain 2006 — 2006
Andrew Herrmann's Edward Jones Experience October 2008 - July 2009
Job
Industry Financial Services
Experience
Workiva September 2010 - Present
Merrill Lynch Investment Managers September 2009 - July 2010
Edward Jones October 2008 - July 2009
General Motors Corporation December 1999 - August 2008
Skills
Customer Relations, Excel, PowerPoint, Microsoft Office, Salesforce.com, Account Management, Word, New Business Development, Negotiation, Customer Service, Product Development, Leadership, Microsoft Excel, Mentoring, Training, XBRL, SEC Financial Reporting, Employee Training, Development & delivery..., Cold Calling, Customer Product..., Outside Sales, Sales, Sales Process, Time Management, Team Building, Business Development, Management, CRM
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University - Kelley School of Business 1994 — 1999
Bachelor of Science
Workiva September 2010 - Present
Merrill Lynch Investment Managers September 2009 - July 2010
Edward Jones October 2008 - July 2009
General Motors Corporation December 1999 - August 2008
Skills
Customer Relations, Excel, PowerPoint, Microsoft Office, Salesforce.com, Account Management, Word, New Business Development, Negotiation, Customer Service, Product Development, Leadership, Microsoft Excel, Mentoring, Training, XBRL, SEC Financial Reporting, Employee Training, Development & delivery..., Cold Calling, Customer Product..., Outside Sales, Sales, Sales Process, Time Management, Team Building, Business Development, Management, CRM
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University - Kelley School of Business 1994 — 1999
Bachelor of Science
Harold Carruthers's Edward Jones Experience December 1995 - July 2011
Job Consultant Project Manager
Industry Information Technology and Services
Experience
Talentporte, Inc. March 2014 - August 2014
TDK Technologies - St. Louis IT Consulting December 2013 - February 2014
Beacon Hill Staffing Group November 2012 - August 2013
Solution Consultants July 2011 - November 2012
Edward Jones December 1995 - July 2011
Various 1974 - 1995
Skills
Team Building, Dependable Team Player, Cross-functional Team..., IT Project & Program..., Agile & Waterfall..., Compliance, email..., eDiscovery, Full SDLC, Business Process..., Legal Compliance, Financial Services, insurance, Banking, Retail, Healthcare Information..., Disaster Recovery, Business Continuity, Quality Assurance, Project Manager..., Offshoring, Change Management, PMO set-up, Project Management, Management, Leadership, Project Planning, Process Improvement, SDLC, Business Analysis, Vendor Management
Education
New Horizons Computer Learning Center 2014 — 2014
PMP Bootcamp
IBM School of Project Management 1980 — 1980
Certificate, Project Management
Keller Graduate School of Management 1998 — 2003
Certificate, Project Management
Indian Hills Community College 1972 — 1975
Programmers diploma and Operators Diploma, IT, 3.0
Talentporte, Inc. March 2014 - August 2014
TDK Technologies - St. Louis IT Consulting December 2013 - February 2014
Beacon Hill Staffing Group November 2012 - August 2013
Solution Consultants July 2011 - November 2012
Edward Jones December 1995 - July 2011
Various 1974 - 1995
Skills
Team Building, Dependable Team Player, Cross-functional Team..., IT Project & Program..., Agile & Waterfall..., Compliance, email..., eDiscovery, Full SDLC, Business Process..., Legal Compliance, Financial Services, insurance, Banking, Retail, Healthcare Information..., Disaster Recovery, Business Continuity, Quality Assurance, Project Manager..., Offshoring, Change Management, PMO set-up, Project Management, Management, Leadership, Project Planning, Process Improvement, SDLC, Business Analysis, Vendor Management
Education
New Horizons Computer Learning Center 2014 — 2014
PMP Bootcamp
IBM School of Project Management 1980 — 1980
Certificate, Project Management
Keller Graduate School of Management 1998 — 2003
Certificate, Project Management
Indian Hills Community College 1972 — 1975
Programmers diploma and Operators Diploma, IT, 3.0
Venkat Krishnamurthy's Edward Jones Experience June 2003 - August 2004
Job Cofounder, V2 Financial Group. Professor of Business, College of Lake County.
Industry Financial Services
Experience
V2 Financial Group January 2007 - Present
College of Lake County August 2004 - Present
Edward Jones June 2003 - August 2004
United Airlines 2001 - 2003
United Airlines 1993 - 2001
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
The University of Texas at Austin 1991 — 1993
M.S., Operations Research (Applied Mathematics)
Indian Institute of Technology, Madras 1987 — 1991
B.S., Engineering
V2 Financial Group January 2007 - Present
College of Lake County August 2004 - Present
Edward Jones June 2003 - August 2004
United Airlines 2001 - 2003
United Airlines 1993 - 2001
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
The University of Texas at Austin 1991 — 1993
M.S., Operations Research (Applied Mathematics)
Indian Institute of Technology, Madras 1987 — 1991
B.S., Engineering
Allison Carnahan's Edward Jones Experience April 1996 - February 1999
Job Director of Operations at County Line Church of God
Industry Education Management
Experience
County Line Church of God July 2014 - Present
Indiana Tech September 2003 - May 2013
Indiana Tech February 1999 - May 2013
Edward Jones April 1996 - February 1999
Skills
Leadership, Team Leadership, Enrollment Management, Management, Strategy, Admissions, Time Management, Budgets, Customer Service, Student Financial Aid, Student Recruiting, Campus, Staff Development, Public Speaking, Leadership Development, Higher Education, Adult Education, Student Affairs, Fundraising, Training, Employee Benefits, Coaching, Team Building, Event Planning, Teaching
Education
Indiana Institute of Technology 2004 — 2005
Masters of Business Administration, Management
Tri-State University 1997 — 1999
Bachelor's, Business
Tri-State University 1997 — 1999
Bachelor's, Business
Eastside High School
Eastside High School
County Line Church of God July 2014 - Present
Indiana Tech September 2003 - May 2013
Indiana Tech February 1999 - May 2013
Edward Jones April 1996 - February 1999
Skills
Leadership, Team Leadership, Enrollment Management, Management, Strategy, Admissions, Time Management, Budgets, Customer Service, Student Financial Aid, Student Recruiting, Campus, Staff Development, Public Speaking, Leadership Development, Higher Education, Adult Education, Student Affairs, Fundraising, Training, Employee Benefits, Coaching, Team Building, Event Planning, Teaching
Education
Indiana Institute of Technology 2004 — 2005
Masters of Business Administration, Management
Tri-State University 1997 — 1999
Bachelor's, Business
Tri-State University 1997 — 1999
Bachelor's, Business
Eastside High School
Eastside High School
Dan Hannis's Edward Jones Experience September 2008 - July 2010
Job Corporate Bond Trader at William Blair
Industry Financial Services
Experience
William Blair August 2010 - Present
Edward Jones September 2008 - July 2010
Goldman Sachs July 2004 - July 2008
Education
Indiana University Bloomington 2000 — 2004
William Blair August 2010 - Present
Edward Jones September 2008 - July 2010
Goldman Sachs July 2004 - July 2008
Education
Indiana University Bloomington 2000 — 2004
David Heger, CFA's Edward Jones Experience May 2012 - Present
Job Senior Equity Analyst Telecom at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
AMK Analytics January 2012 - April 2012
Segall Bryant & Hamill June 2009 - June 2011
Kennedy Capital Management February 2002 - April 2009
A.G. Edwards & Sons, Inc. April 1997 - January 2002
GLA International, a division of Brooks Fiber Properties May 1995 - March 1997
Southwestern Bell July 1989 - May 1995
Skills
Valuation, Equities, Financial Modeling, Portfolio Management, Industry Analysis, Business Strategy, Equity Research, Investments, Financial Analysis, Securities, Asset Management, Due Diligence, Equity Valuation, Financial Reporting, Finance, Investment Management, Mutual Funds, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Civil Engineering
Edward Jones May 2012 - Present
AMK Analytics January 2012 - April 2012
Segall Bryant & Hamill June 2009 - June 2011
Kennedy Capital Management February 2002 - April 2009
A.G. Edwards & Sons, Inc. April 1997 - January 2002
GLA International, a division of Brooks Fiber Properties May 1995 - March 1997
Southwestern Bell July 1989 - May 1995
Skills
Valuation, Equities, Financial Modeling, Portfolio Management, Industry Analysis, Business Strategy, Equity Research, Investments, Financial Analysis, Securities, Asset Management, Due Diligence, Equity Valuation, Financial Reporting, Finance, Investment Management, Mutual Funds, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Civil Engineering
Tarun Rawat PMP, ITIL-V3's Edward Jones Experience December 1999 - May 2000
Job Director Technical system Integration at Hughes Network Systems
Industry Computer Networking
Experience
Hughes Network Systems April 2013 - Present
Hughes Network Systems January 2008 - March 2013
Hughes Network Systems 2000 - 2008
Edward Jones December 1999 - May 2000
COMSYS December 1999 - May 2000
Nelco ltd. August 1997 - November 1999
Crompton Greaves May 1989 - June 1990
Skills
Satellite Communications, TCP/IP, Wireless, Telecommunications, Integration, Systems Engineering, Satellite, Solution Architecture, WiMAX, VoIP, Software Development, LTE, Pre-sales, Ethernet, Requirements Analysis, Database Design, Database Security, VMware, Virtualization, Program Management, Troubleshooting, Network Design, IP, Networking, Routing, Network Engineering
Education
Indian Institute of Science 1995 — 1997
MS, Computer Aided Power Systems and Drives
National Institute of Technology Raipur 1984 — 1988
BE(HONS), Electrical and Electronics Engineering
Hughes Network Systems April 2013 - Present
Hughes Network Systems January 2008 - March 2013
Hughes Network Systems 2000 - 2008
Edward Jones December 1999 - May 2000
COMSYS December 1999 - May 2000
Nelco ltd. August 1997 - November 1999
Crompton Greaves May 1989 - June 1990
Skills
Satellite Communications, TCP/IP, Wireless, Telecommunications, Integration, Systems Engineering, Satellite, Solution Architecture, WiMAX, VoIP, Software Development, LTE, Pre-sales, Ethernet, Requirements Analysis, Database Design, Database Security, VMware, Virtualization, Program Management, Troubleshooting, Network Design, IP, Networking, Routing, Network Engineering
Education
Indian Institute of Science 1995 — 1997
MS, Computer Aided Power Systems and Drives
National Institute of Technology Raipur 1984 — 1988
BE(HONS), Electrical and Electronics Engineering
Cathy Heimburger's Edward Jones Experience January 2015 - Present
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Edward Jones June 2009 - Present
Edward Jones November 2002 - June 2009
Edward Jones June 1997 - November 2002
Skills
SDLC, Risk Management, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Project Management, Analysis, Program Management, Team Leadership, Leadership, Software Documentation, Financial Services, Integration, Microsoft Office, Requirements Gathering, SQL, Oracle, Team Building, Strategic Planning, Change Management, Leadership Development
Education
Indiana University Bloomington 1993 — 1997
Parkway Central High School 1989 — 1993
Edward Jones January 2015 - Present
Edward Jones June 2009 - Present
Edward Jones November 2002 - June 2009
Edward Jones June 1997 - November 2002
Skills
SDLC, Risk Management, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Project Management, Analysis, Program Management, Team Leadership, Leadership, Software Documentation, Financial Services, Integration, Microsoft Office, Requirements Gathering, SQL, Oracle, Team Building, Strategic Planning, Change Management, Leadership Development
Education
Indiana University Bloomington 1993 — 1997
Parkway Central High School 1989 — 1993
Adam Smart's Edward Jones Experience 2015 - Present
Job Mutual Fund Control
Industry Financial Services
Experience
Edward Jones 2015 - Present
Edward Jones September 2010 - March 2015
Edward Jones January 2010 - September 2010
Edward Jones September 2006 - December 2009
State Street 2003 - 2006
Skills
Series 7, Series 66, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management, Securities, Investment Advisory, Bonds, Fixed Income, Financial Advisory, Equities, FINRA, Investments, Portfolio Management, Retirement, Retirement Planning
Education
Lindenwood University 2011 — 2013
MBA, Business Administration and Management, General
University of Kansas 1998 — 2001
Bachelor's degree, Business/Corporate Communications
Independence Community College 1997 — 1998
Athletic Training/Trainer
Edward Jones 2015 - Present
Edward Jones September 2010 - March 2015
Edward Jones January 2010 - September 2010
Edward Jones September 2006 - December 2009
State Street 2003 - 2006
Skills
Series 7, Series 66, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management, Securities, Investment Advisory, Bonds, Fixed Income, Financial Advisory, Equities, FINRA, Investments, Portfolio Management, Retirement, Retirement Planning
Education
Lindenwood University 2011 — 2013
MBA, Business Administration and Management, General
University of Kansas 1998 — 2001
Bachelor's degree, Business/Corporate Communications
Independence Community College 1997 — 1998
Athletic Training/Trainer
Jennifer Trembley's Edward Jones Experience January 1995 - October 2002
Job .
Industry Computer Software
Experience
Pontiac Christian School January 2011 - Present
Edward Jones January 1995 - October 2002
Skills
HTML, Microsoft Office, Microsoft Excel, Outlook, SQL
Education
Illinois State University 1993 — 1996
Black Hawk College 1991 — 1993
Pontiac Christian School January 2011 - Present
Edward Jones January 1995 - October 2002
Skills
HTML, Microsoft Office, Microsoft Excel, Outlook, SQL
Education
Illinois State University 1993 — 1996
Black Hawk College 1991 — 1993
Amita Mehra, Esq.'s Edward Jones Experience October 2007 - December 2011
Job CME Group
Industry Financial Services
Experience
CME Group September 2014 - Present
Financial Industry Regulatory Authority July 2013 - September 2014
State of Missouri, Securities Division January 2012 - June 2013
Edward Jones October 2007 - December 2011
Turnaround Solutions for Senior Housing 2004 - 2007
Skills
Legal Compliance, Auditing, Legal Writing, Investment Advisor..., Compliance, Securities Regulation, Securities, Analysis, Corporate Governance, Dodd-Frank, Legal Research, Corporate Finance, Securites Regulation, Securities Litigation, Missouri Securities Act, Securities act of 1933, Market Regulation, Financial Services, Mutual Funds, FINRA, Risk Management, Finance
Education
Saint Louis University School of Law 2003 — 2007
J.D., Law/Health Law
Illinois Wesleyan University 1998 — 2002
B.A., International Business and Spanish
CME Group September 2014 - Present
Financial Industry Regulatory Authority July 2013 - September 2014
State of Missouri, Securities Division January 2012 - June 2013
Edward Jones October 2007 - December 2011
Turnaround Solutions for Senior Housing 2004 - 2007
Skills
Legal Compliance, Auditing, Legal Writing, Investment Advisor..., Compliance, Securities Regulation, Securities, Analysis, Corporate Governance, Dodd-Frank, Legal Research, Corporate Finance, Securites Regulation, Securities Litigation, Missouri Securities Act, Securities act of 1933, Market Regulation, Financial Services, Mutual Funds, FINRA, Risk Management, Finance
Education
Saint Louis University School of Law 2003 — 2007
J.D., Law/Health Law
Illinois Wesleyan University 1998 — 2002
B.A., International Business and Spanish
Gene McCallister's Edward Jones Experience January 2009 - August 2011
Job Vice President at B & G Home Improvement
Industry Construction
Experience
B & G Home Improvement January 2013 - Present
US Air Force Reserve May 2011 - Present
GoalView Advisors September 2011 - December 2012
Edward Jones January 2009 - August 2011
United States Air Force March 2004 - June 2007
United States Air Force 2002 - 2003
43 ECS, United States Air Force 1999 - 2003
Skills
Aviation, Military, Command, Defense
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance
United States Air Force Academy 1993 — 1997
BS, Aero Engineering
Frank W Cox High School 1989 — 1993
B & G Home Improvement January 2013 - Present
US Air Force Reserve May 2011 - Present
GoalView Advisors September 2011 - December 2012
Edward Jones January 2009 - August 2011
United States Air Force March 2004 - June 2007
United States Air Force 2002 - 2003
43 ECS, United States Air Force 1999 - 2003
Skills
Aviation, Military, Command, Defense
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance
United States Air Force Academy 1993 — 1997
BS, Aero Engineering
Frank W Cox High School 1989 — 1993
Pamela Carr's Edward Jones Experience 1999 - 2001
Job Manager, Information Systems at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology March 2015 - Present
General Dynamics Information Technology March 2003 - March 2015
Foxwoods Resort Casino 2001 - 2003
Edward Jones 1999 - 2001
Clark Refining and Marketing 1995 - 1999
Skills
Integration, Requirements Analysis, SharePoint, Business Analysis, SDLC, IT Management, Business Intelligence, ITIL, Enterprise Architecture, Program Management, Enterprise Software, Management, Team Leadership, PMP, Visio, Business Process, IT Strategy, IT Service Management, Software Project..., Software Documentation
Education
Indiana University Bloomington 1985 — 1989
BA, Economics
General Dynamics Information Technology March 2015 - Present
General Dynamics Information Technology March 2003 - March 2015
Foxwoods Resort Casino 2001 - 2003
Edward Jones 1999 - 2001
Clark Refining and Marketing 1995 - 1999
Skills
Integration, Requirements Analysis, SharePoint, Business Analysis, SDLC, IT Management, Business Intelligence, ITIL, Enterprise Architecture, Program Management, Enterprise Software, Management, Team Leadership, PMP, Visio, Business Process, IT Strategy, IT Service Management, Software Project..., Software Documentation
Education
Indiana University Bloomington 1985 — 1989
BA, Economics
Derick Stenftenagel's Edward Jones Experience September 2010 - January 2012
Job Department Leader IS Enterprise Services at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - January 2012
Edward Jones October 2003 - June 2009
Education
Indiana University - Kelley School of Business 1994 — 1998
Edward Jones September 2010 - January 2012
Edward Jones October 2003 - June 2009
Education
Indiana University - Kelley School of Business 1994 — 1998
Derrick Steiner's Edward Jones Experience June 2004 - August 2004
Job Management Consultant
Industry Management Consulting
Experience
REL Consultancy / The Hackett Group November 2008 - Present
Alaris Consulting (currently PricewaterhouseCoopers) September 2006 - November 2008
Ingersoll Rand June 2005 - August 2005
Edward Jones June 2004 - August 2004
Skills
Strategic Sourcing, Procurement, Forecasting, Program Management, Management Consulting, Business Process..., Sourcing, Business Process, Working Capital..., Project Management, Procure-to-Pay, Supply Chain..., ERP, Competitive Analysis, Accounts Payable, Cash Flow Management, Cost Modeling, Inventory Management, Payment Term Extension, Sourcing & Procurement, Direct Sourcing, China sourcing, International Business, Indirect Sourcing, Vendor Master Management, Supplier Negotiations, Profitability Analysis, Demand Forecasting, Inventory Planning, Inventory Accuracy, Inventory, Supplier Rationalization, Demand Planning, SAP, Source-to-Settle, Supply Chain Management, Supply Chain Consulting, Supply Chain Operations, Cash Flow, Cash Flow Forecasting, Cash Management, Global Sourcing, Working Capital Control, Procurement..., Private Equity, cash conversion cycle
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Entrepreneurship & Management
Universiteit van Amsterdam 2005 — 2005
Blue Springs High School 1998 — 2002
REL Consultancy / The Hackett Group November 2008 - Present
Alaris Consulting (currently PricewaterhouseCoopers) September 2006 - November 2008
Ingersoll Rand June 2005 - August 2005
Edward Jones June 2004 - August 2004
Skills
Strategic Sourcing, Procurement, Forecasting, Program Management, Management Consulting, Business Process..., Sourcing, Business Process, Working Capital..., Project Management, Procure-to-Pay, Supply Chain..., ERP, Competitive Analysis, Accounts Payable, Cash Flow Management, Cost Modeling, Inventory Management, Payment Term Extension, Sourcing & Procurement, Direct Sourcing, China sourcing, International Business, Indirect Sourcing, Vendor Master Management, Supplier Negotiations, Profitability Analysis, Demand Forecasting, Inventory Planning, Inventory Accuracy, Inventory, Supplier Rationalization, Demand Planning, SAP, Source-to-Settle, Supply Chain Management, Supply Chain Consulting, Supply Chain Operations, Cash Flow, Cash Flow Forecasting, Cash Management, Global Sourcing, Working Capital Control, Procurement..., Private Equity, cash conversion cycle
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Entrepreneurship & Management
Universiteit van Amsterdam 2005 — 2005
Blue Springs High School 1998 — 2002
Alex Shipp's Edward Jones Experience November 2010 - October 2013
Job Senior Compliance Officer
Industry Law Practice
Experience
NISA Investment Advisors, LLC October 2013 - Present
Edward Jones November 2010 - October 2013
Reliance Bank February 2007 - November 2010
Skills
Corporate Law, Contract Negotiation, Real Estate, Corporate Governance, Securities Regulation, Legal Compliance, Securities, Real Estate Transactions, Negotiation, Risk Management, Business Transactions, Commercial Real Estate, Banking
Education
Saint Louis University School of Law 2003 — 2006
JD, Law
Indiana University Bloomington 2000 — 2003
BA, English
Purdue University
NISA Investment Advisors, LLC October 2013 - Present
Edward Jones November 2010 - October 2013
Reliance Bank February 2007 - November 2010
Skills
Corporate Law, Contract Negotiation, Real Estate, Corporate Governance, Securities Regulation, Legal Compliance, Securities, Real Estate Transactions, Negotiation, Risk Management, Business Transactions, Commercial Real Estate, Banking
Education
Saint Louis University School of Law 2003 — 2006
JD, Law
Indiana University Bloomington 2000 — 2003
BA, English
Purdue University
Patrick Moseley's Edward Jones Experience March 2015 - Present
Job Senior Programmer/Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones April 2013 - March 2015
Edward Jones April 2011 - March 2013
Edward Jones August 2007 - May 2011
Skills
Java, Java Enterprise Edition, Servlets, JSP, Struts, HTML5, JavaScript, jQuery, jQuery Mobile, CSS, AJAX, JSON, XML, SQL, MySQL, DB2, ArcGIS
Education
Illinois State University 2002 — 2004
Master's Degree, English Language and Literature, General
Lindenwood University 1999 — 2001
Bachelor's Degree, English Language and Literature, General
Edward Jones March 2015 - Present
Edward Jones April 2013 - March 2015
Edward Jones April 2011 - March 2013
Edward Jones August 2007 - May 2011
Skills
Java, Java Enterprise Edition, Servlets, JSP, Struts, HTML5, JavaScript, jQuery, jQuery Mobile, CSS, AJAX, JSON, XML, SQL, MySQL, DB2, ArcGIS
Education
Illinois State University 2002 — 2004
Master's Degree, English Language and Literature, General
Lindenwood University 1999 — 2001
Bachelor's Degree, English Language and Literature, General
Deborah Rateno's Edward Jones Experience July 2009 - Present
Job Business Office Administrator at Edward Jones
Industry Executive Office
Experience
Edward Jones July 2009 - Present
Roman Inc. January 2000 - January 2002
Skills
Product Development, Product Design, Merchandising, Product Marketing, Executive Assisting, Microsoft Office, Microsoft Excel, Credit Analysis, Customer Service, Leadership, Brand Management, Sales, Forecasting
Education
Indiana State University 1975 — 1979
BS, Marketing
Edward Jones July 2009 - Present
Roman Inc. January 2000 - January 2002
Skills
Product Development, Product Design, Merchandising, Product Marketing, Executive Assisting, Microsoft Office, Microsoft Excel, Credit Analysis, Customer Service, Leadership, Brand Management, Sales, Forecasting
Education
Indiana State University 1975 — 1979
BS, Marketing
Kevin Shultz, CFA's Edward Jones Experience March 2008 - July 2011
Job Analyst
Industry Financial Services
Experience
Edward Jones March 2008 - July 2011
various schools October 2003 - April 2007
Group One Trading, LP July 2000 - March 2003
Education
Indiana University Bloomington 1996 — 2000
B.S., Finance and International Studies
Edward Jones March 2008 - July 2011
various schools October 2003 - April 2007
Group One Trading, LP July 2000 - March 2003
Education
Indiana University Bloomington 1996 — 2000
B.S., Finance and International Studies
Lori Matthews's Edward Jones Experience 2006 - March 2011
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
Edward Jones 2006 - March 2011
Monroe County Probation Dept 1992 - 2006
Education
Indiana University Bloomington
B.A., Criminal Justice
Indiana University Bloomington
M.A., Criminal Justice
TIAA-CREF March 2011 - Present
Edward Jones 2006 - March 2011
Monroe County Probation Dept 1992 - 2006
Education
Indiana University Bloomington
B.A., Criminal Justice
Indiana University Bloomington
M.A., Criminal Justice
Sarah (Dalton) Munguia's Edward Jones Experience 1999 - 2001
Job General Manager ERP/PeopleSoft at Palm Beach County School District
Industry Education Management
Experience
Palm Beach County School District February 2012 - Present
Palm Beach County School District February 2007 - February 2012
Spherion 2005 - 2007
Edward Jones 1999 - 2001
Skills
PeopleTools, PeopleSoft, PeopleCode, Crystal Reports, nVision, Testing, System Administration, Visio, ERP, SharePoint, Databases, Management, Technology Integration, ITIL, SQR, Software Project..., Budgets, Purchasing, Business Intelligence, HRIS, Program Management, SQL, Requirements Gathering, Business Process..., Requirements Analysis, Oracle, IT Management, Microsoft SQL Server, Project Management, Disaster Recovery, Analysis, Payroll, Personnel Management, Leadership, Consulting, Access, Software Documentation, General Ledger, Financials, Recruiting, Policy, Training, Change Management, Proposal Writing, Project Planning, Integration, SDLC, Data Conversion, Data Warehousing, Business Process
Education
Illinois State University 1998 — 2002
Bachelor of Science (BS), Information Technology & Business Management
Palm Beach County School District February 2012 - Present
Palm Beach County School District February 2007 - February 2012
Spherion 2005 - 2007
Edward Jones 1999 - 2001
Skills
PeopleTools, PeopleSoft, PeopleCode, Crystal Reports, nVision, Testing, System Administration, Visio, ERP, SharePoint, Databases, Management, Technology Integration, ITIL, SQR, Software Project..., Budgets, Purchasing, Business Intelligence, HRIS, Program Management, SQL, Requirements Gathering, Business Process..., Requirements Analysis, Oracle, IT Management, Microsoft SQL Server, Project Management, Disaster Recovery, Analysis, Payroll, Personnel Management, Leadership, Consulting, Access, Software Documentation, General Ledger, Financials, Recruiting, Policy, Training, Change Management, Proposal Writing, Project Planning, Integration, SDLC, Data Conversion, Data Warehousing, Business Process
Education
Illinois State University 1998 — 2002
Bachelor of Science (BS), Information Technology & Business Management
Allen Reiling's Edward Jones Experience Agency systems business analystState Farm Insurance1998 - 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Agency systems business analystState Farm Insurance1998 - 2007
Town of Normal September 1992 - January 1998
Education
Indiana State University 1990 — 1992
Bachelor of Science, Criminology, Psychology
Lakeland High School
Edward Jones Agency systems business analystState Farm Insurance1998 - 2007
Town of Normal September 1992 - January 1998
Education
Indiana State University 1990 — 1992
Bachelor of Science, Criminology, Psychology
Lakeland High School
Alex Haab's Edward Jones Experience May 2009 - November 2009
Job Equity Team Lead at Dominion Dealer Solutions
Industry Nonprofit Organization Management
Experience
Dominion Dealer Solutions February 2015 - Present
Dominion Dealer Solutions December 2012 - February 2015
Ernst & Young July 2011 - July 2012
Disability Determination Bureau January 2010 - July 2011
ChaCha Search November 2009 - January 2010
Edward Jones May 2009 - November 2009
Skills
Microsoft Word, FrontPage, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Client Relations Skills, Marketing Strategy, Financial Analysis, Salesforce.com, Email Marketing, Account Management, Management, Customer Service, Microsoft Office, Advertising, Sales, Sales Process, Training, New Business Development, Customer Retention, Customer Satisfaction
Education
Indiana University - Kelley School of Business 2006 — 2009
Business certificate
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Non-Profit/Public/Organizational Management
Dominion Dealer Solutions February 2015 - Present
Dominion Dealer Solutions December 2012 - February 2015
Ernst & Young July 2011 - July 2012
Disability Determination Bureau January 2010 - July 2011
ChaCha Search November 2009 - January 2010
Edward Jones May 2009 - November 2009
Skills
Microsoft Word, FrontPage, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Client Relations Skills, Marketing Strategy, Financial Analysis, Salesforce.com, Email Marketing, Account Management, Management, Customer Service, Microsoft Office, Advertising, Sales, Sales Process, Training, New Business Development, Customer Retention, Customer Satisfaction
Education
Indiana University - Kelley School of Business 2006 — 2009
Business certificate
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Non-Profit/Public/Organizational Management
Robin Steinway's Edward Jones Experience October 2001 - November 2004
Job Investment Executive, Vice Presdent Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities November 2004 - Present
Edward Jones October 2001 - November 2004
Rich's Lazuras Goldsmith May 1999 - October 2001
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Wealth Management, Retirement Planning, Financial Planning, Mutual Funds, Series 7
Education
Indiana University Bloomington 1995 — 1999
Bachelor’s Degree
Fifth Third Securities November 2004 - Present
Edward Jones October 2001 - November 2004
Rich's Lazuras Goldsmith May 1999 - October 2001
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Wealth Management, Retirement Planning, Financial Planning, Mutual Funds, Series 7
Education
Indiana University Bloomington 1995 — 1999
Bachelor’s Degree
Sandra Parrett's Edward Jones Experience
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
Indiana University - Kelley School of Business
Bachelor's degree, Finance
Edward Jones
Education
Indiana University - Kelley School of Business
Bachelor's degree, Finance
Skip Whitworth's Edward Jones Experience October 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Invesco, formerly Van Kampen Investments April 1996 - October 2014
Edward Jones September 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Asset Allocation, Estate Planning, Personal Financial..., Asset Management, Managed Accounts, Stocks, Municipal Bonds, Mutual Funds, Investments, Financial Markets, Investment Products, Customer Relations, Fund Of Funds, Variable Annuities, Life Insurance, Long Term Care Insurance, Wholesaling, Wealth Management
Education
Illinois State University 1989 — 1993
B.S., Double Majors in Finance & Business Administration
Illinois State University 1989 — 1993
2 Majors: Finance and Business Administration, Business and Investing
Edward Jones October 2014 - Present
Invesco, formerly Van Kampen Investments April 1996 - October 2014
Edward Jones September 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Asset Allocation, Estate Planning, Personal Financial..., Asset Management, Managed Accounts, Stocks, Municipal Bonds, Mutual Funds, Investments, Financial Markets, Investment Products, Customer Relations, Fund Of Funds, Variable Annuities, Life Insurance, Long Term Care Insurance, Wholesaling, Wealth Management
Education
Illinois State University 1989 — 1993
B.S., Double Majors in Finance & Business Administration
Illinois State University 1989 — 1993
2 Majors: Finance and Business Administration, Business and Investing
Shpetim Topciu's Edward Jones Experience October 2009 - June 2010
Job Relationship Banker JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
Edward Jones October 2009 - June 2010
Imagetec LP January 2009 - April 2009
Meadowbrook Manor Nursing and Rehabilitation July 2006 - March 2009
Australian Trade Commission May 2008 - September 2008
Skills
Leadership, Training, Finance, CRM, Sales, Banking
Education
Illinois State University 2007 — 2008
Dual B.S. International Business and Management, Business
JPMorgan Chase November 2010 - Present
Edward Jones October 2009 - June 2010
Imagetec LP January 2009 - April 2009
Meadowbrook Manor Nursing and Rehabilitation July 2006 - March 2009
Australian Trade Commission May 2008 - September 2008
Skills
Leadership, Training, Finance, CRM, Sales, Banking
Education
Illinois State University 2007 — 2008
Dual B.S. International Business and Management, Business
Tracy Giesel-Schultz's Edward Jones Experience January 1997 - June 1999
Job Accounts Receivable Assistant Manager at Heritage Enterprises
Industry Hospital & Health Care
Experience
Heritage Enterprises April 2003 - Present
Edward Jones January 1997 - June 1999
Skills
Process Improvement, Financial Analysis, Budgets, Microsoft Word, Accounts Payable, PowerPoint, Internal Controls, Forecasting, General Ledger, Financial Accounting, Account Reconciliation
Education
Illinois State University 1990 — 1992
Heritage Enterprises April 2003 - Present
Edward Jones January 1997 - June 1999
Skills
Process Improvement, Financial Analysis, Budgets, Microsoft Word, Accounts Payable, PowerPoint, Internal Controls, Forecasting, General Ledger, Financial Accounting, Account Reconciliation
Education
Illinois State University 1990 — 1992
Karen Hokin's Edward Jones Experience January 2015 - Present
Job Operations Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Capital Group August 2008 - July 2014
Capital Group April 2007 - August 2008
Skills
Investments, Risk Management, Customer Service, Mutual Funds, Portfolio Management, Telecommunications, Change Management, Process Improvement, Financial Services
Education
Illinois State University 1980 — 1983
Bachelor of Arts (B.A.), Psychology
Edward Jones January 2015 - Present
Capital Group August 2008 - July 2014
Capital Group April 2007 - August 2008
Skills
Investments, Risk Management, Customer Service, Mutual Funds, Portfolio Management, Telecommunications, Change Management, Process Improvement, Financial Services
Education
Illinois State University 1980 — 1983
Bachelor of Arts (B.A.), Psychology
Steve Hucke's Edward Jones Experience April 2005 - Present
Job Technical Consultant at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2005 - Present
Education
Webster University 2003 — 2007
Masters, Information Technology Management
Illinois State University 1994 — 1998
B.S., Communications
Edward Jones April 2005 - Present
Education
Webster University 2003 — 2007
Masters, Information Technology Management
Illinois State University 1994 — 1998
B.S., Communications
Anthony Volk's Edward Jones Experience December 2014 - March 2015
Job National Account Manager at Coyote Logistics
Industry Financial Services
Experience
Coyote Logistics July 2015 - Present
Edward Jones December 2014 - March 2015
Indiana University August 2010 - December 2014
Sportsman's Country Club July 2014 - November 2014
Anixter June 2012 - August 2012
Old Willow Country Club May 2010 - August 2010
Northbrook Baseball April 2005 - July 2007
Skills
Bar Management, Leadership, Data Analysis, Access, Economics, Team Leadership, Financial Analysis, Teamwork, Customer Service, PowerPoint, Social Media
Education
Indiana University Bloomington 2010 — 2014
Bachelor's degree, Economics
Glenbrook North High School 2006 — 2010
High School Diploma
Coyote Logistics July 2015 - Present
Edward Jones December 2014 - March 2015
Indiana University August 2010 - December 2014
Sportsman's Country Club July 2014 - November 2014
Anixter June 2012 - August 2012
Old Willow Country Club May 2010 - August 2010
Northbrook Baseball April 2005 - July 2007
Skills
Bar Management, Leadership, Data Analysis, Access, Economics, Team Leadership, Financial Analysis, Teamwork, Customer Service, PowerPoint, Social Media
Education
Indiana University Bloomington 2010 — 2014
Bachelor's degree, Economics
Glenbrook North High School 2006 — 2010
High School Diploma
KRISHNA RAWAT's Edward Jones Experience December 2002 - January 2004
Job PMP, CTAL
Industry Hospitality
Experience
Adaptive Technologies March 2006 - Present
Edward Jones December 2002 - January 2004
Education
Indian Institute of Science 1995 — 1997
Masters of Science
Adaptive Technologies March 2006 - Present
Edward Jones December 2002 - January 2004
Education
Indian Institute of Science 1995 — 1997
Masters of Science
Joan Judd's Edward Jones Experience June 2015 - Present
Job BOAT at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Bauer & Baebler PC March 1995 - June 2015
Jerry Schlichter February 1987 - February 1995
St Louis County Juvenile Court April 1978 - February 1987
Skills
Civil Litigation, Personal Injury, Litigation, Trial Preparation, Litigation Support, FELA, Trials, Courts, Organization &..., Resourceful..., Meticulous eye for..., Highly motivated..., Work Well Independently, strong communication..., Product Liability, Family Law, Criminal Law, Appeals, Legal Writing, Customer Service, Leadership
Education
Saint Louis University 1976 — 1978
BSW, Social Work
Illinois State University 1974 — 1976
Social Work
Edward Jones June 2015 - Present
Bauer & Baebler PC March 1995 - June 2015
Jerry Schlichter February 1987 - February 1995
St Louis County Juvenile Court April 1978 - February 1987
Skills
Civil Litigation, Personal Injury, Litigation, Trial Preparation, Litigation Support, FELA, Trials, Courts, Organization &..., Resourceful..., Meticulous eye for..., Highly motivated..., Work Well Independently, strong communication..., Product Liability, Family Law, Criminal Law, Appeals, Legal Writing, Customer Service, Leadership
Education
Saint Louis University 1976 — 1978
BSW, Social Work
Illinois State University 1974 — 1976
Social Work
Michelle S Mourey's Edward Jones Experience November 2007 - March 2014
Job Underwriting Support Specialist at Swiss Re
Industry Financial Services
Experience
Swiss Re March 2014 - Present
Edward Jones November 2007 - March 2014
Braun Wealth Management, LLC November 2006 - November 2007
Swiss Re June 2001 - July 2006
Swiss Re January 1999 - June 2001
Swiss Re April 1995 - January 1999
Swiss Re March 1988 - April 1995
Swiss Re May 1987 - March 1988
Skills
Microsoft Office 2007, Customer Oriented, Problem Solving, System Testing, Workflow, Procedure Development, Operations Management, Event Planning, Customer Service, Microsoft Excel, Microsoft Office, Team Building, Insurance, Reinsurance, Life Insurance, Process Improvement, Management
Education
Indiana Institute of Technology 2009 — 2013
Associate, Business Administration and Management, General
Various
Swiss Re March 2014 - Present
Edward Jones November 2007 - March 2014
Braun Wealth Management, LLC November 2006 - November 2007
Swiss Re June 2001 - July 2006
Swiss Re January 1999 - June 2001
Swiss Re April 1995 - January 1999
Swiss Re March 1988 - April 1995
Swiss Re May 1987 - March 1988
Skills
Microsoft Office 2007, Customer Oriented, Problem Solving, System Testing, Workflow, Procedure Development, Operations Management, Event Planning, Customer Service, Microsoft Excel, Microsoft Office, Team Building, Insurance, Reinsurance, Life Insurance, Process Improvement, Management
Education
Indiana Institute of Technology 2009 — 2013
Associate, Business Administration and Management, General
Various
Dodson Bressi's Edward Jones Experience May 2004 - May 2008
Job
Industry Financial Services
Experience
Edward Jones May 2004 - May 2008
Vanguard February 1999 - February 2004
Education
Immaculata University 2007 — 2008
None yet, Business/Finance
Edward Jones May 2004 - May 2008
Vanguard February 1999 - February 2004
Education
Immaculata University 2007 — 2008
None yet, Business/Finance
Jeanine Svoboda's Edward Jones Experience January 1995 - January 2001
Job SAHM
Industry Entertainment
Experience
Fairchild AFB January 2003 - January 2006
Edward Jones January 1995 - January 2001
Education
Indiana State University 1994 — 1997
Fairchild AFB January 2003 - January 2006
Edward Jones January 1995 - January 2001
Education
Indiana State University 1994 — 1997
Andrew Fields's Edward Jones Experience 2011 - 2012
Job Examiner at NCUA
Industry Financial Services
Experience
National Credit Union Administration July 2013 - Present
DFAS July 2012 - July 2013
Edward Jones 2011 - 2012
United States Marine Corps June 2005 - June 2011
Hamilton Center, Inc. January 2008 - January 2011
Skills
Microsoft Office, Financial Modeling, Excel, Leadership, Budgets, Financial Analysis, Strategic Planning, Analysis, Financial Markets, Risk Management, Access, Auditing, Accounting, Finance, Financial Reporting
Education
Indiana State University 2006 — 2011
Bachelor of Science (BS), Finance
National Credit Union Administration July 2013 - Present
DFAS July 2012 - July 2013
Edward Jones 2011 - 2012
United States Marine Corps June 2005 - June 2011
Hamilton Center, Inc. January 2008 - January 2011
Skills
Microsoft Office, Financial Modeling, Excel, Leadership, Budgets, Financial Analysis, Strategic Planning, Analysis, Financial Markets, Risk Management, Access, Auditing, Accounting, Finance, Financial Reporting
Education
Indiana State University 2006 — 2011
Bachelor of Science (BS), Finance
Tamara Steckel's Edward Jones Experience October 2013 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Education Management
Experience
Edward Jones October 2013 - Present
Community Unit School District #100 July 1999 - October 2013
Boeing August 1989 - June 1994
Charles Schwab 1987 - August 1989
Skills
Financial Analysis, Public Budgeting, Human Resources, Cash Flow Forecasting, Teamwork, Investments, Public Speaking, Insurance, MS Office
Education
Southern Illinois University, Edwardsville 1995 — 1999
Master Of Science in Education, Chief School Business Official
Illinois State University 1981 — 1985
Bachelor of Science (BS), Finance
Edward Jones October 2013 - Present
Community Unit School District #100 July 1999 - October 2013
Boeing August 1989 - June 1994
Charles Schwab 1987 - August 1989
Skills
Financial Analysis, Public Budgeting, Human Resources, Cash Flow Forecasting, Teamwork, Investments, Public Speaking, Insurance, MS Office
Education
Southern Illinois University, Edwardsville 1995 — 1999
Master Of Science in Education, Chief School Business Official
Illinois State University 1981 — 1985
Bachelor of Science (BS), Finance
Pamela Matus's Edward Jones Experience February 2011 - Present
Job oncall Business Office Assistant at Edward Jones
Industry Primary/Secondary Education
Experience
Edward Jones February 2011 - Present
State of Louisiana Bese dist. 2 July 2011 - October 2011
Saint Charles Catholic H.S. August 2005 - May 2008
Education
Southeastern Louisiana University 2012 — 2012
Illinois State University 1979 — 1984
Bachelor of Science (BS), Special Education and Teaching
Edward Jones February 2011 - Present
State of Louisiana Bese dist. 2 July 2011 - October 2011
Saint Charles Catholic H.S. August 2005 - May 2008
Education
Southeastern Louisiana University 2012 — 2012
Illinois State University 1979 — 1984
Bachelor of Science (BS), Special Education and Teaching
Caleb Evans's Edward Jones Experience November 2007 - March 2008
Job MBA Candidate at Indiana University, Kelley School of Business
Industry Logistics and Supply Chain
Experience
Kelley School of Business August 2012 - Present
AT&T May 2013 - August 2013
Crosspoint Church Morehead May 2008 - April 2011
Edward Jones November 2007 - March 2008
Lexmark August 2005 - August 2007
Skills
Leadership, Cross-functional Team..., Team Leadership, Microsoft Excel, Data Analysis, Management, Project Management, Six Sigma, Budgets, Leadership Development, Quality Assurance, Training, Analysis
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Management, Supply Chain & Operations, Finance
Purdue University 2003 — 2006
Master of Science (MS), Mechanical Engineering
Morehead State University 1997 — 2002
Bachelor of Science (BS), Physics, Math
Kelley School of Business August 2012 - Present
AT&T May 2013 - August 2013
Crosspoint Church Morehead May 2008 - April 2011
Edward Jones November 2007 - March 2008
Lexmark August 2005 - August 2007
Skills
Leadership, Cross-functional Team..., Team Leadership, Microsoft Excel, Data Analysis, Management, Project Management, Six Sigma, Budgets, Leadership Development, Quality Assurance, Training, Analysis
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Management, Supply Chain & Operations, Finance
Purdue University 2003 — 2006
Master of Science (MS), Mechanical Engineering
Morehead State University 1997 — 2002
Bachelor of Science (BS), Physics, Math
Matthew Kuhns's Edward Jones Experience 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
Cardinal Bank 2013 - 2014
BB&T March 2012 - July 2013
University of Wisconsin 2010 - 2013
Business Owner, (Arts and Educational Services) 2004 - 2012
University of Wisconsin-Madison 2007 - 2010
Tim Zimmerman and The King's Brass 2001 - 2007
Skills
Sales, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Non-profits, Community Outreach, Business Networking, Microsoft Office, Risk Management, Customer Service, Communication Skills, Portfolio Management, Retail Banking
Education
University of Wisconsin-Madison
Doctorate, Applied Music
Indiana University Bloomington
Master's degree, Applied Music
The Johns Hopkins University
Bachelor's degree
Interlochen Arts Academy
High School Diploma
Edward Jones 2014 - Present
Cardinal Bank 2013 - 2014
BB&T March 2012 - July 2013
University of Wisconsin 2010 - 2013
Business Owner, (Arts and Educational Services) 2004 - 2012
University of Wisconsin-Madison 2007 - 2010
Tim Zimmerman and The King's Brass 2001 - 2007
Skills
Sales, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Non-profits, Community Outreach, Business Networking, Microsoft Office, Risk Management, Customer Service, Communication Skills, Portfolio Management, Retail Banking
Education
University of Wisconsin-Madison
Doctorate, Applied Music
Indiana University Bloomington
Master's degree, Applied Music
The Johns Hopkins University
Bachelor's degree
Interlochen Arts Academy
High School Diploma
Dillon Beard's Edward Jones Experience May 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Indiana State University August 2013 - Present
ACTNow Tutoring December 2012 - December 2013
Skills
Leadership, Mathematics, Academic Tutoring, Interpersonal...
Education
Indiana State University 2012 — 2016
Bachelor's degree, Mathematics
Edward Jones May 2015 - Present
Indiana State University August 2013 - Present
ACTNow Tutoring December 2012 - December 2013
Skills
Leadership, Mathematics, Academic Tutoring, Interpersonal...
Education
Indiana State University 2012 — 2016
Bachelor's degree, Mathematics
Nyla Raney (Parker)'s Edward Jones Experience January 2002 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2002 - Present
Coopers & Lybrand Consulting November 1983 - October 1988
Northern Telecom Consultants Ltd (Nortelco) August 1981 - October 1983
Skills
Insurance Processing
Education
Indiana Institute of Technology 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Human Resources Development
Greenwood High School 1977 — 1980
General Studies
Edward Jones January 2002 - Present
Coopers & Lybrand Consulting November 1983 - October 1988
Northern Telecom Consultants Ltd (Nortelco) August 1981 - October 1983
Skills
Insurance Processing
Education
Indiana Institute of Technology 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Human Resources Development
Greenwood High School 1977 — 1980
General Studies
Ted Porter's Edward Jones Experience September 2005 - Present
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2005 - Present
Education
Webster University 2002 — 2004
Master of Business Administration (MBA)
Illinois State University
Edward Jones September 2005 - Present
Education
Webster University 2002 — 2004
Master of Business Administration (MBA)
Illinois State University
James Langlee's Edward Jones Experience October 1994 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
USAA February 2007 - June 2013
USAA 2007 - 2013
ADT Fire & Security October 2006 - February 2007
H & R Block Financial August 2005 - August 2006
Edward Jones October 1994 - August 2005
Norcross Securities March 1993 - September 1994
Education
Illinois State University
Bachelor of Science, Communication
USAA February 2007 - June 2013
USAA 2007 - 2013
ADT Fire & Security October 2006 - February 2007
H & R Block Financial August 2005 - August 2006
Edward Jones October 1994 - August 2005
Norcross Securities March 1993 - September 1994
Education
Illinois State University
Bachelor of Science, Communication
MARIA PULICE's Edward Jones Experience May 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2008 - Present
Northwestern Mutual May 2007 - December 2007
Skills
Wealth Management, Mutual Funds, Retirement Planning
Education
Illinois State University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Edward Jones May 2008 - Present
Northwestern Mutual May 2007 - December 2007
Skills
Wealth Management, Mutual Funds, Retirement Planning
Education
Illinois State University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation