Edward Jones

Industry: Investment company

Description

Edward 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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11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Edward Jones Employees

Employee
Years
Job
Industry
Brady Reinig Brady Reinig Kansas City, Missouri Details
Brady Reinig's Edward Jones Experience May 2013 - August 2013
Job Recruiter at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global  January 2015 - Present
Iowa State University  January 2014 - January 2015
Sherwin Williams  April 2014 - August 2014
Edward Jones   May 2013 - August 2013
The Three Sons   May 2013 - August 2013
Student Painters  March 2013 - May 2013
Oak Hill Marina   May 2009 - August 2012

Skills
Sales, Time Management, Microsoft Excel, Customer Service, PowerPoint, Social Media, Public Speaking, Microsoft Word, Marketing Communications, Sales Management, CRM, Market Research, Leadership, Advertising, Social Skills, Sales Operations, Teamwork, Account Management, Team Management, Interviews, Technical Recruiting, Contract Negotiation, Contract Management, Recruiting

Education
Iowa State University   2010 — 2014
Bachelor of Science (B.S.), Marketing

Iowa State University - College of Business   2010 — 2014
Bachelor's degree, Marketing/Marketing Management, General, Senior

Julia (Juli) Johnson Julia (Juli) Johnson Columbus, Indiana Details
Julia (Juli) Johnson's Edward Jones Experience May 2011 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2011 - Present
Edward Jones   July 2007 - May 2011
Edward Jones   November 2004 - July 2007
SIHO  April 2000 - August 2004
American Funds  July 1998 - April 2000
Edward Jones   July 1984 - July 1998

Skills
Customer Service, Training, Team Building, Management, Public Speaking, Relationship Management, Sales, Coaching, Event Planning, Employee Training, Business Travel, Leadership, Training Delivery, Personnel Management, Employee Relations, Hiring, Recruiting

Education
Indiana University Bloomington

Nicholas Molo Nicholas Molo West Lafayette, Indiana Details
Nicholas Molo's Edward Jones Experience July 2011 - August 2011
Job VPG Gfx HW SV Media Intern at Intel Corporation
Industry Computer Hardware
Experience
Intel Corporation  January 2014 - Present
Purdue University  January 2012 - Present
Intel Corporation  May 2013 - August 2013
Roche  May 2012 - August 2012
Purdue University  October 2011 - January 2012
Edward Jones   July 2011 - August 2011
Molonium, Inc   October 2009 - August 2011

Skills
Python, Perl, C, Linux, C++, Programming, Unix, Computer Security, Databases, Active Directory

Education
Purdue University   2011 — 2014
Bachelors of Science, Computer Engineering

Indiana University-Purdue University at Fort Wayne   2010 — 2011
B.S., Computer Engieering

Joliet West High School   2006 — 2010

Ryan Eash Ryan Eash Elkhart, Indiana Area Details
Ryan Eash's Edward Jones Experience July 2013 - February 2015
Job Marketing Manager at Jayco, Inc.
Industry Marketing and Advertising
Experience
Jayco, Inc.   February 2015 - Present
Edward Jones   July 2013 - February 2015
Jayco, Inc.   May 2011 - July 2013
Edward Jones   June 2012 - August 2012

Skills
Marketing, Market Research, Advertising, Customer Service, Research, Social Media, Social Media Marketing

Education
Indiana Wesleyan University   2009 — 2013
Bachelor of Arts, Marketing and Finance

Daniel Cope Daniel Cope Indianapolis, Indiana Area Details
Daniel Cope's Edward Jones Experience June 2009 - December 2009
Job Real Estate Agent at Keller Williams Real Estate
Industry Real Estate
Experience
Cope Sells Indy   April 2013 - Present
Stoops Buick and GMC   April 2012 - January 2013
Definitive Auto Sales LLC   January 2011 - April 2012
Rexam  January 2010 - January 2011
Edward Jones   June 2009 - December 2009
Indiana House of Representatives  January 2009 - May 2009
Accountemps  June 2008 - December 2008
Richhart's Auto Sales, Inc   March 2005 - June 2008
Eli Lilly and Company  May 2004 - August 2004

Skills
Microsoft Excel, Outlook, Microsoft Word, Access, Microsoft Office, Customer Service, Public Speaking, Sales, PowerPoint, Data Analysis, Customer Satisfaction, Insurance, Online Marketing, Account Management, Fundraising, Policy, Advertising, Team Building, Facebook, Social Media, Email Marketing, Accounts Payable, Process Scheduler, Negotiation, Finance, Leadership, Marketing, Nonprofits

Education
Indiana University-Purdue University at Indianapolis   2003 — 2009
Bachelor, Finance, International Studies, Political Science (Minor)

Greenwood Community HS

Troy Griesmeyer Troy Griesmeyer Greenfield, Indiana Details
Troy Griesmeyer's Edward Jones Experience October 2000 - December 2011
Job V.P. & Private Wealth Advisor, AAMS
Industry Banking
Experience
Greenfield Banking Company  January 2012 - Present
Edward Jones   October 2000 - December 2011
Indiana University Bloomington  June 1995 - September 2000

Skills
Wealth Accumulation..., Wealth Preservation..., Income Distribution, Financial Goals, Relationship..., Personal Communication, Life Transitions, IRAs, 401k Rollovers, Retirement, Finance, College Savings Plans, Strategic Financial..., Investments

Education
Indiana University Bloomington   1995 — 1998
Bachelor of Science (BS), Criminal Justice/Police Science

Southern Oregon University   1994 — 1995

Leadership Hancock County   2012 — 2013

Corey Hayashi, CFP® Corey Hayashi, CFP® San Francisco Bay Area Details
Corey Hayashi, CFP®'s Edward Jones Experience January 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2010 - Present
CamelBak  September 2008 - December 2009

Education
Indiana University Bloomington
graduate degree

University of Colorado Boulder

University of Hawaii at Manoa

Lisa Bellan Lisa Bellan Palatine, Illinois Details
Lisa Bellan's Edward Jones Experience October 2000 - March 2005
Job Chef/Owner
Industry Restaurants
Experience
Feast of Eden Cafe & Cheesecakes   August 2005 - Present
Edward Jones   October 2000 - March 2005

Skills
Cuisine, Event Planning, Recipes, Hospitality, Culinary Skills, Food Service, Food, Hospitality Industry, Cooking, Menu Development, Restaurant Management, Food Safety, Catering, Restaurants, Food, Recipe Testing, Chef, Serve Safe Certified, Baking, Food Preparation, Hotels

Education
Indiana University Kokomo

Daniel Allen Daniel Allen Louisville, Kentucky Area Details
Daniel Allen's Edward Jones Experience May 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2013 - Present
CGB Enterprises  May 2011 - May 2013
Bass Pro Shops  June 2009 - August 2012
State Farm  August 2010 - May 2011

Education
Indiana University-Southeast   2006 — 2010
Bachelor of Arts (BA)

Indiana University-Southeast   2006 — 2010

DeAnn Puente DeAnn Puente Greater Minneapolis-St. Paul Area Details
DeAnn Puente's Edward Jones Experience March 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Retail
Experience
Edward Jones   March 2015 - Present
Round Robin Restyle   November 2014 - Present
Bargain Betty's Consignment Shop   October 1995 - July 2014
Holy Trinity Lutheran Church, New Prague   1993 - 1995
Petite Sophisticate  1985 - 1993

Skills
Retail, Fashion, Customer Service, Merchandising, Small Business, Apparel, Marketing, Entrepreneurship, Social Media Marketing, Marketing Strategy, Event Planning, Sales Management

Education
Iowa State University   1979 — 1983
BS, Textiles and Clothing Merchandising

Ryan Kent Ryan Kent Fort Dodge, Iowa Details
Ryan Kent's Edward Jones Experience July 2015 - Present
Job FA Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2015 - Present
Accenture  May 2014 - July 2015
Accenture  June 2011 - April 2014
Edward Jones   June 2010 - May 2011
Iowa State University  August 2009 - May 2011

Skills
Project Management, Program Management, Data Analysis, Microsoft Excel, Business Analysis, Leadership, Requirements Gathering, Process Improvement, Research, Change Management, Visio, Recruiting, SharePoint, Microsoft Office, Analysis, Visual Basic, Forecasting, Scope Management, InfoPath, PMO, PMO set-up, Management, Training, PowerPoint, Public Speaking, Customer Service

Education
Iowa State University - College of Business   2009 — 2011
MBA, Business Administration

Iowa State University   2004 — 2009
Bachelor of Science, Computer Engineering

Peter Tobing Peter Tobing Greater St. Louis Area Details
Peter Tobing's Edward Jones Experience September 2015 - Present
Job MBA Candidate, Washington University in St. Louis
Industry Financial Services
Experience
Edward Jones   September 2015 - Present
ERBA Diagnostics Mannheim GmbH   June 2015 - Present
Siemens  September 2011 - April 2014
Siemens  March 2011 - September 2012
Siemens  March 2011 - September 2011

Skills
Project Management, Management, Business Strategy, Leadership, Operations Management, Business Process, Data Analysis, Market Research, Microsoft Project, Data Modeling, MS Project, Electrical Engineering, SCADA, PLC, Telecommunications, Automation, Analysis, Process Automation, Project Engineering, Engineering, Matlab

Education
Washington University in St. Louis   2014 — 2016
Master of Business Administration (M.B.A.)

Université Paris Dauphine   2015 — 2015
Marketing/Marketing Management, General

Institut Teknologi Bandung (ITB)   2006 — 2010
Bachelor, Telecommunication Engineering

Austin Keeney Austin Keeney Ames, Iowa Details
Austin Keeney's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2015 - Present
Iowa State Rec Services   September 2013 - Present
Kingland Systems  April 2014 - April 2015

Skills
Microsoft Office, Teamwork, Research, Time Management

Education
Iowa State University   2012 — 2016

Libbyrae Troyer Libbyrae Troyer Miami/Fort Lauderdale Area Details
Libbyrae Troyer's Edward Jones Experience January 2014 - July 2014
Job PR, wellness, yoga
Industry Public Relations and Communications
Experience
The Standard Spa, Miami Beach  February 2015 - Present
Glo Creative   October 2014 - February 2015
Edward Jones   January 2014 - July 2014
Beyond Zen Studio   January 2014 - July 2014
DTSB inc.   February 2012 - August 2013
Greening the Bend   November 2012 - April 2013
South Bend Heritage Foundation  September 2012 - November 2012
Solace Yoga Studio   April 2011 - January 2012
Bruno’s Adore Pizza   January 2006 - January 2011

Skills
Office Management, Graphic Design, Group Instruction, Leadership, Fresh Ideas, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Sales, People-oriented, Spanish-English, Sustainability, Marketing, Event Planning, Organizational..., Community Outreach, Fundraising, Social Media, Event Management, Grant Writing, Nonprofits, Social Networking, Public Speaking, Volunteer Management, Public Relations, Newsletters, Editing, Social Media Marketing, Fitness, Press Releases, Marketing Communications, Program Development, Wellness, Community Development, Entrepreneurship

Education
Indiana University South Bend   2009 — 2013
Sociology and Sustainability, Liberal Arts and Sciences/Liberal Studies, Senior

Green Tree School of Yoga   2011 — 2012
RYT200

Marian High School

Ariana Dilts Ariana Dilts Houston, Texas Area Details
Ariana Dilts's Edward Jones Experience December 2006 - December 2008
Job Executive Assistant
Industry Oil & Energy
Experience
Panalpina  June 2014 - Present
Future Pipe Industries  February 2014 - June 2014
San Jacinto River Authority  December 2009 - February 2014
Cottonwood Financial  January 2009 - November 2009
Edward Jones   December 2006 - December 2008
Champion Windows Inc   September 2003 - October 2006

Skills
Microsoft Office, Microsoft Excel, Lotus Notes, Administrative..., Customer Service, Human Resources, Inventory Management, Data Entry, Purchasing, Administration, Invoicing, Office Management, Office Administration, Process Scheduler, Spreadsheets, Administrative..., Time Management, Training, Management

Education
University of Phoenix   2012 — 2014
Associate’s Degree, Business Administration and Management, General, 3.0

Indiana University-Purdue University at Fort Wayne   2001 — 2003
Business Administration and Management, General

Daniel Twomey CFP® Daniel Twomey CFP® Greater New York City Area Details
Daniel Twomey CFP®'s Edward Jones Experience December 2004 - September 2011
Job Financial Consultant at J&H Financial Services
Industry Financial Services
Experience
J&H Financial Services   September 2011 - Present
Edward Jones   December 2004 - September 2011
HSBC Brokerage   July 1997 - December 2004

Education
College for Financial Planning
Financial Planning

Iona College
Bachelor of Arts (B.A.), Economics

Xavier High School

Jason White, J.D., A.A.M.S., C.P.W.A Jason White, J.D., A.A.M.S., C.P.W.A Indianapolis, Indiana Area Details
Jason White, J.D., A.A.M.S., C.P.W.A's Edward Jones Experience February 2000 - November 2006
Job ►ESTATE PLANNING/ELDER LAW ATTORNEY AND PRIVATE WEALTH ADVISOR◄
Industry Financial Services
Experience
Dickmann Reason Bogigian & White   March 2015 - Present
Greenfield Banking Company  March 2009 - March 2015
Merrill Lynch  January 2007 - March 2009
Edward Jones   February 2000 - November 2006

Skills
Estate Planning, Retirement, Investments, Retirement Planning, 401k Rollovers, IRAs, Wealth Management..., Insurance, Investment Advisory, Wealth Management, Wealth, Wealth Accumulation, Securities, Life Insurance, College Savings Plans, Strategic Financial..., Investment Management, Training, Financial Advisory, Finance, Financial Planning, Banking

Education
Indiana University School of Law - Indianapolis   1997 — 1999
J.D., Law

Indiana University Bloomington   1993 — 1996
B.S. Kinesiology, Sport Marketing & Management

Greenfield Central   1988 — 1992
College Prep

Nick Carlsberg Nick Carlsberg Bloomington, Indiana Area Details
Nick Carlsberg's Edward Jones Experience June 2012 - July 2012
Job Accountant at Solution Tree
Industry Higher Education
Experience
Solution Tree  April 2013 - Present
Indiana Wesleyan University  September 2009 - April 2013
Chick-fil-A  February 2008 - September 2012
The Pourhouse Cafe   June 2012 - August 2012
Edward Jones   June 2012 - July 2012
Indiana Wesleyan University  September 2011 - April 2012
Dunham's Sports  October 2010 - April 2011

Skills
Time Management, PowerPoint, Critical Thinking, Data Entry, Teamwork, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Cashiering, Leadership, Research

Education
Indiana University-Purdue University at Indianapolis   2014 — 2016
Master's degree, Accounting

Indiana Wesleyan University   2009 — 2013
Bachelor of Science (B.S.), Business Finance

Bloomington High School South   2006 — 2009
High School Honors Diploma, General Studies

Jody Bergman Jody Bergman United States Details
Jody Bergman's Edward Jones Experience 2002 - 2004
Job Indianapolis, Indiana
Industry
Experience
Indiana Classical Conference   2011 - 2013
Warren Central High School  August 2007 - August 2012
North Central High School  August 2005 - August 2007
Edward Jones   2002 - 2004
Greensburg Community High School  2001 - 2001

Education
Indiana University-Purdue University at Indianapolis   2001 — 2005
Bachelor of Science (B.S.), Secondary Education and Teaching

Joseph Clagg Joseph Clagg Indianapolis, Indiana Area Details
Joseph Clagg's Edward Jones Experience 2012 - December 2012
Job Managing Partner at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management  October 2014 - Present
Legacy Practice Management   March 2014 - Present
Charles Schwab  January 2014 - March 2014
Charles Schwab  January 2013 - January 2014
Edward Jones   2012 - December 2012
Marion County Clerk's Office  June 2007 - July 2012
Marion County Superior Court  March 2004 - May 2007

Skills
Investments, Life Insurance, Series 63, Telephone Skills, Financial Services, Customer Service, Securities Market, Insurance, Retirement Savings, College Savings Plans, IRAs, Roth IRA, Series 7, Securities, Mutual Funds, Retirement, Leadership, Retirement Planning, Term Life Insurance, Disability Insurance, Series 65, Financial Planning

Education
Indiana University-Purdue University at Indianapolis   2003 — 2011
Bachelor of Science (B.S.), Criminal Justice/Safety Studies

Clauzette Moss Clauzette Moss Fort Wayne, Indiana Area Details
Clauzette Moss's Edward Jones Experience July 2001 - July 2008
Job Export Trade Compliance Analyst
Industry Defense & Space
Experience
Exelis  July 2008 - September 2013
Edward Jones   July 2001 - July 2008

Skills
Trade Compliance, Process Improvement, ITAR, Export Controls, Export, Training, Auditing, Leadership, Team Building, Procurement, Aerospace, Security Clearance, Budgets, Microsoft Excel, Transportation, Defense, Government, DoD, Software Documentation, Documentations, Government Contracting, Earned Value Management, FAR, Proposal Writing, Risk Management, Military, Management, Security, Cross-functional Team..., Continuous Improvement, Government Procurement, Contract Management, Engineering Management, Microsoft Office, Information Assurance, Integration, Customer Service, National Security, Project Planning, Systems Engineering, Policy, Analysis, Purchasing, Quality Assurance, Project Management, Team Leadership, Manufacturing, Inventory Management, Visio

Education
Indiana Wesleyan University   2004 — 2006
Master, Business

Tri-State University   2002 — 2004
Bachelor, Business

International Business College   1991 — 1993
Associate of Science (A.S.), Paralegal

Mike McNeily Mike McNeily Western Springs, Illinois Details
Mike McNeily's Edward Jones Experience June 2006 - July 2012
Job President at McNeily & Company
Industry Financial Services
Experience
McNeily & Company   July 2012 - Present
Brookfield Chamber of Commerce  January 2011 - January 2013
Edward Jones   June 2006 - July 2012
Grand Prairie Business Association   November 2009 - March 2012

Skills
Retirement Planning

Education
Indiana University Bloomington   1998 — 2002
B.A.

Lyons Township   1994 — 1998

Danny Fischesser Danny Fischesser Nashville, Tennessee Details
Danny Fischesser's Edward Jones Experience June 2012 - August 2012
Job Financial Analyst at HCA
Industry Financial Services
Experience
HCA  November 2014 - Present
Willis  August 2013 - October 2014
Edward Jones   June 2012 - August 2012
Indiana Golf Foundation   2010 - 2011

Skills
Golf, Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Finance, Accounting, Budgets, Financial Analysis

Education
Indiana University-Purdue University at Indianapolis   2009 — 2013
Bachelor's degree, Finance, General

Chelsa Goben Chelsa Goben Seymour, Indiana Details
Chelsa Goben's Edward Jones Experience January 2002 - June 2003
Job Account Receivable Clerk at City of Columbus
Industry Marketing and Advertising
Experience
Account Receivable Cl   May 2015 - Present
Centra Credit Union  June 2014 - Present
Centra Credit Union  September 2013 - June 2014
Indiana University  August 2009 - May 2014
SIHO Insurance Services, Inc   December 2004 - August 2011
Wal-Mart, Inc  May 2004 - February 2005
Gap, Inc  October 2003 - January 2004
ClaimLink Resource Group   June 2003 - October 2003
Edward Jones   January 2002 - June 2003
Arby's Restaurant Group  October 2000 - June 2002

Skills
Customer Service, Time Management, Teamwork, PowerPoint, Health Insurance, Microsoft Office, Microsoft Word, Access, Employee Benefits, Strategic Planning, Research, Leadership, Data Entry, Event Planning, Management, Microsoft Excel, Microsoft Publisher, Insurance, Outlook, Healthcare, Health Savings Accounts, Public Speaking, Flexible Spending..., Managing Deadlines, Social Networking, Facebook, Data Analysis, Social Media, Fundraising, Marketing, Team Building, Public Relations, Market Research, Training, OAO/MC400, Organization, Sales, Goal Setting, Goal-oriented...

Education
Indiana University Bloomington   2009 — 2014
Bachelor's degree, Business Management and Marketing

International Business College   2003 — 2004
Associate's degree, Office Administration

Seymour Senior High School   1999 — 2003
Diploma, General and Business

Clarence Stuart Clarence Stuart Phoenix, Arizona Area Details
Clarence Stuart's Edward Jones Experience June 2014 - Present
Job Mutual Fund Operations Senior Team Leader at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones   June 2014 - Present
Edward Jones   February 2013 - Present
Edward Jones   December 2011 - March 2013
Edward Jones Investments  July 2010 - December 2011
Edward Jones Investments  January 2008 - June 2010
Indiana University  April 2005 - December 2007
Indiana University Residential Program & Services   August 2005 - December 2005
Providence Communications   May 2005 - August 2005

Skills
Leadership, Recruiting, Advertising, Interviews, Higher Education, Series 7, Public Speaking, Event Planning, Financial Services, Management, Training, Team Building, Data Analysis, Leadership Development, Process Improvement, Access, Project Management, Microsoft Excel, Research, Sales, Strategy, College Recruiting, Social Networking, Team Leadership, Marketing, Time Management

Education
Indiana University Bloomington   2003 — 2007
Bachelor of Science, Continuing Studies

Scott Frye Scott Frye Indianapolis, Indiana Details
Scott Frye's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Environmental Services
Experience
Edward Jones   June 2014 - Present
Rapid Recovery  April 2011 - Present
FedEx  October 2010 - April 2011
PenAir, Inc.   October 2010 - April 2011

Skills
Team Leadership, Customer Service, Process Improvement, Sales Management, Coaching, Management, Operations Management, Account Management, Budgets, Selling

Education
Indiana Wesleyan University   2011 — 2013
Business Management

Center Grove High School

David Kingland David Kingland Des Moines, Iowa Area Details
David Kingland's Edward Jones Experience December 1981 - September 1984
Job CEO of Kingland Systems Corporation
Industry Information Technology and Services
Experience
Kingland Systems Corporation  December 1992 - Present
Salt Entertainment Group   January 2013 - Present
Wit Capital Group, Inc.   May 1997 - June 1999
Kingland Capital Corporation   October 1984 - December 1992
Edward Jones   December 1981 - September 1984

Skills
Risk Management, Financial Services, Investments, Start-ups, Banking, Securities, Software Development, Investment Banking, Insurance, Accounting, Trading, Data Center, Sales, Financial Risk, Data Management, Equities, Strategy, Financial Markets, Strategic Planning, Management

Education
Iowa State University   1976 — 1980
B.S., Industrial Administration

Timothy S. Knapp Timothy S. Knapp Harbor Springs, Michigan Details
Timothy S. Knapp's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2014 - Present
Michigan Heart & Vasucular Specialist   December 2011 - January 2014
My Heart Partners, PC   February 2002 - December 2011
Lakeland Regional Health System  March 1997 - February 2002
Lakeland Regional Health System  1996 - 2002

Skills
Financial Analysis, Mutual Funds, Municipal Bonds, Stock Market, Series 66, Series 7, Strategic Planning, Leadership, Budgets, Management, People Management, Contract Negotiation, Healthcare Management, Cardiology, Healthcare, Physicians, Hospitals, Clinical Research, Healthcare Information..., First Aid, EMR, Team Building, Finance, Public Speaking, Customer Service

Education
Indiana University-Purdue University at Indianapolis   1992 — 1994
BS, Nuclear Medicine

Indiana University Bloomington   1987 — 1992
BS, CNMT, RT(N), Nuclear Medicine

Eric Srodulski, M.B.A., M.S. Eric Srodulski, M.B.A., M.S. Greater Denver Area Details
Eric Srodulski, M.B.A., M.S.'s Edward Jones Experience November 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2010 - Present

Skills
Strategy, Project Management, Management, Process Improvement, Leadership, Business Process..., Business Development

Education
University of Colorado Denver   1992 — 1994
M.B.A. and Master of Finance, Business, Finance, Operations

Indiana University Bloomington   1982 — 1984
Bachelor of Science, Management & Organizations

Debra Sapp Nussbaum Debra Sapp Nussbaum Indianapolis, Indiana Area Details
Debra Sapp Nussbaum's Edward Jones Experience June 1999 - June 2000
Job PFR Manager (Planning, Forecasting, Reporting) at Cummins Inc.
Industry Accounting
Experience
Cummins Inc.  December 2013 - Present
Cummins Inc.  April 2011 - December 2013
Cummins Inc.  September 2007 - March 2011
Cummins Inc.  July 2005 - September 2007
City of Evansville, IN   June 2000 - June 2005
Edward Jones   June 1999 - June 2000
American Specialty Health  June 1998 - June 1999
Welborn Clinic, Evansville, IN   September 1988 - May 1998

Skills
Purchasing, Forecasting, Process Improvement, Finance, Six Sigma, Financial Analysis, Strategic Sourcing, Microsoft Excel, Data Analysis, Business Analysis, Accounting, Accounts Receivable, Accounts Payable, Insurance, Variance Analysis, Contract Management, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Payroll, Account Management, Sourcing

Education
Indiana Wesleyan University   2006 — 2010
Bachelor, Accounting

Kari Michalek Kari Michalek Mt Zion, Illinois Details
Kari Michalek's Edward Jones Experience November 2007 - June 2009
Job Marketing Communications Manager at Hagerman & Company
Industry Marketing and Advertising
Experience
Hagerman & Company  September 2015 - Present
Royal Canin  April 2013 - September 2015
Royal Canin US   December 2010 - April 2013
KAMMO Designs   June 2009 - January 2011
Royal Canin  March 2010 - December 2010
Edward Jones   November 2007 - June 2009
Osborn & Barr Communications  September 2005 - October 2007
Osborn & Barr Communications  March 2004 - September 2005
Intaglio Creative  August 2002 - March 2004
JWT Specialized Communications  October 1998 - August 2002

Skills
Marketing Communications, Adobe Creative Suite, Creative Direction, Brochures, Direct Mail, Marketing, Brand Development, Advertising, Budgets, Graphic Design, Logo Design, Marketing Strategy, Integrated Marketing, Email Marketing, Newsletters, Management, Social Media Marketing, Art Direction, Direct Marketing, Project Management, Graphics, Trade Shows

Education
Iowa State University   1991 — 1995
Art and Design, Graphic Design and Speech Communications

Kurt A. Berry Kurt A. Berry Rockford, Illinois Area Details
Kurt A. Berry's Edward Jones Experience June 2002 - March 2003
Job Financial Health Coach at Stillwater Financial
Industry Financial Services
Experience
Stillwater Financial   January 2015 - Present
KAB Financial Solutions   March 2011 - December 2014
Platinum Wealth Management   July 2005 - May 2011
MassMutual Financial Group  December 2008 - March 2011
Prudential Financial  April 2003 - July 2005
Edward Jones   June 2002 - March 2003
Caterpillar  June 2001 - June 2002

Skills
Retirement Planning, Income Protection, Retirement Income..., Public Speaking, Strategic Financial..., Insurance Planning, IRAs, Wealth Management, Investment Strategies, Insurance, Disability Insurance, Mutual Funds, Term Life Insurance, 401k, Budgets, Asset Allocation, Annuities, Problem Solving, Life Insurance, Whole Life, Estate Planning, Portfolio Management, Variable Annuities

Education
Indiana Wesleyan University   1997 — 1999
BSBA, Business, Finance, Computers

Purdue University   1994 — 1995
Certificate in Computer Technology

Rock Valley College   1988 — 1993
AAS, Electrical Engineering Technology

Shelly Rynas Mace Shelly Rynas Mace Indianapolis, Indiana Area Details
Shelly Rynas Mace's Edward Jones Experience November 2007 - Present
Job Loft Owner/ Hairstylist
Industry Consumer Services
Experience
Salon Lofts  January 2013 - Present
Edward Jones   November 2007 - Present
Flirt Salon and Spa   June 2009 - January 2013
Charles Schwab  March 2006 - August 2007
Charles Schwab  2005 - 2007
Honors Beauty College   2005 - 2007
Edward Jones   May 2005 - March 2006
Hilliard Lyons  May 2003 - March 2005

Education
Indiana Wesleyan University   1999 — 2003
Bachelors of Science, Finance

Kelsey Volkmann Kelsey Volkmann Saint Louis, Missouri Details
Kelsey Volkmann's Edward Jones Experience December 2011 - Present
Job Uptick News Editor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2011 - Present
St. Louis Business Journal  2008 - December 2011
Baltimore Examiner  April 2006 - June 2008

Skills
Proofreading, News Writing, Media Relations, Ap Style, Feature Articles, Copy Editing, AP Style, Storytelling, Newspaper, Press Releases, Social Media, Blogging, Editing, Journalism, Newspapers, Online Journalism, Editorial, Web Content, Breaking News, Newsletters, Publications

Education
Indiana University of Pennsylvania   2002 — 2006
Bachelor of Arts, Journalism

Brenda Spychalski Brenda Spychalski Wilmington, North Carolina Area Details
Brenda Spychalski's Edward Jones Experience November 2008 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2008 - Present
St. Patrick Center  February 2007 - June 2008
Federated Department Stores/May Company   January 2005 - November 2006
Federated Department Stores/May Company   May 2000 - January 2005
Federated Department Stores/May Company   August 1997 - May 2000
Federated Department Stores/May Company   October 1994 - August 1997

Skills
Employee Relations, Human Resources, Training, Recruiting, Leadership, Program Management, Management, Coaching, Onboarding, Strategic Planning, Customer Service, Retail, Budgets, Event Planning, Cross-functional Team..., Performance Management

Education
Indiana University South Bend   1984 — 1991
Bachelors, Business/Management and Administration

Kathy Klinger Kathy Klinger Fort Wayne, Indiana Area Details
Kathy Klinger's Edward Jones Experience May 2010 - February 2011
Job New Home Sales Consultant Granite Ridge Builders
Industry Real Estate
Experience
Century 21 Bradley Realty  December 2013 - Present
Granite Ridge Builders, Inc.   July 2013 - Present
Legal Shield, Inc.   March 2012 - Present
ProEquities  September 2012 - July 2013
ProEquities  August 2012 - July 2013
MassMutual Financial Group  February 2011 - July 2013
Self Employed Consultant - Sales & Internet Marketing   February 2012 - June 2013
Edward Jones   May 2010 - February 2011
Epcon Communities  September 2008 - May 2010
Lancia Homes   July 2008 - October 2008

Skills
sales, Sales Management, Sales Rep Training, Series 7, series 66, Life & Health Insurance..., Long Term Care Insurance, Real Estate Sales..., Social Media Marketing, Marketing, Annuity Sales, Communication, Computer Proficiency, Training, New Home Sales, Certified Green..., Leadership, Cold Calling, Recruiting, Hiring Employees, Sales, Uniform Combined State..., Customer Service, Management, Time Management, Coaching, Marketing Strategy, Budgets, Customer Retention, Public Speaking, Advertising, Contract Negotiation, Team Building, Social Media, Public Relations, Business Strategy, Insurance, Program Management, Small Business, Selling, Networking, Fundraising, Investments, Interviews, Finance, Facebook, Project Planning, Online Marketing, Customer Satisfaction, Entrepreneurship

Education
Indiana University—Purdue University Fort Wayne   1993 — 2000
Bachelor Degree

South Side High School

Matthew Orscheln Matthew Orscheln Chicago, Illinois Details
Matthew Orscheln's Edward Jones Experience August 2007 - April 2008
Job Senior Manager, Pricing Strategy at W.W. Grainger
Industry Business Supplies and Equipment
Experience
W.W. Grainger   April 2014 - Present
W.W. Grainger   June 2012 - April 2014
W.W. Grainger   April 2011 - June 2012
W.W. Grainger   September 2009 - April 2011
W.W. Grainger   September 2008 - September 2009
Edward Jones   August 2007 - April 2008

Skills
Finance, Financial Modeling, Forecasting, Financial Analysis, Pricing, Cross-functional Team..., SAP, Cold Calling, Management, Direct Sales, Strategic Planning, Solution Selling

Education
The University of Chicago Booth School of Business   2013 — 2016

Indiana University Bloomington   2003 — 2007
BS, FInance & Accounting

Elisabeth Hardy Elisabeth Hardy South Bend, Indiana Area Details
Elisabeth Hardy's Edward Jones Experience 2014 - Present
Job BOA
Industry Financial Services
Experience
Edward Jones   2014 - Present
Target  August 2011 - October 2014
Family Christian  November 2011 - February 2013
South Bend Chocolate Cafe   March 2010 - November 2010
Indiana University South Bend  August 2006 - December 2009

Skills
Customer Service, Filing, Telephone Skills, Secretarial Skills, Office Management, Microsoft Office, PeopleSoft, Outlook, Sales, Management, Cash Register, Receptionist Duties, Leadership, Cash Handling Experience, Phone Etiquette, Food Preparation, Food & Beverage, Ordering Office Supplies, Supply Ordering, People Skills, Multi Tasking, Multi-line Phone, Microsoft Word, PowerPoint, SAP, Workbench, Retail, Logistics, Planograms

Education
Indiana University South Bend   2005 — 2009
Bachelor's degree, General Studies

Jeff Estep Jeff Estep New Paris, Indiana Details
Jeff Estep's Edward Jones Experience January 2009 - June 2012
Job Senior Pastor at First Brethren Church of New Paris
Industry Religious Institutions
Experience
First Brethren Church of New Paris   July 2012 - Present
Edward Jones   January 2009 - June 2012
First Brethren Church of Elkhart   February 2001 - December 2008

Skills
Nonprofits, Leadership Development

Education
Indiana University South Bend   1996 — 2001
Bachelor's degree, Finance, General

Bobby Allison Bobby Allison Fernandina Beach, Florida Details
Bobby Allison's Edward Jones Experience June 2009 - August 2009
Job Sales, Business Management, Hospitality
Industry Hospitality
Experience
Omni Hotels  September 2014 - Present
Omni Hotels  March 2014 - September 2014
MacKinnon Equipment & Services  October 2013 - December 2013
Grainger  May 2011 - January 2013
A Great American Balloon Company   May 2010 - September 2010
Edward Jones   June 2009 - August 2009

Education
Indiana University Bloomington   2006 — 2010
Bachelor's degree, Management & Finance

Pipes Mike Pipes Mike Indianapolis, Indiana Area Details
Pipes Mike's Edward Jones Experience April 2007 - February 2009
Job Audit and Investigator at StreetLinks Lender Solutions
Industry Real Estate
Experience
StreetLinks Lender Solutions  March 2009 - Present
Edward Jones   April 2007 - February 2009

Skills
Real Estate, Customer Service, Mortgage Lending, Marketing, Investment Properties, Banking, Management, Mortgage Banking, Sales, Team Building, Finance, Refinance, FHA, Credit, Loan Origination, Residential Mortgages, Insurance, Loss Mitigation, Selling, USDA, Underwriting

Education
Indiana University Bloomington   1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General

Jared Poertner Jared Poertner Chicago, Illinois Details
Jared Poertner's Edward Jones Experience October 2010 - June 2012
Job National Consultant at AssetMark
Industry Financial Services
Experience
AssetMark  October 2014 - Present
AssetMark  May 2014 - October 2014
AssetMark  June 2012 - May 2014
Edward Jones   October 2010 - June 2012

Skills
Series 7, Series 66, •Illinois life..., Investments, Education Funding, Retirement Planning, Wealth Management, Series 63, Investment Advisory..., Investment Advisory

Education
Indiana University Bloomington   2005 — 2009
Bachelor's Degree

Matt VanOrder Matt VanOrder Greater Grand Rapids, Michigan Area Details
Matt VanOrder's Edward Jones Experience April 2010 - July 2011
Job DeLong & Brower PC
Industry Financial Services
Experience
DeLong & Brower PC   February 2014 - Present
Cetera Financial Specialists  February 2014 - Present
EveningStar Capital   October 2012 - December 2014
HBW Securities, LLC   January 2013 - February 2014
HBW Insurance & Financial Services  October 2010 - February 2014
HBW Advisory Services, LLC   October 2010 - February 2014
Pathway Financial Design  July 2010 - February 2014
Pro Players Services   May 2013 - January 2014
Holland Global Trading   July 2011 - September 2012
Edward Jones   April 2010 - July 2011

Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Personal Financial..., Alternative Investments, Sales Management, Finance, Series 7, Estate Planning, Budgets, Wealth Accumulation..., Tactical Asset..., Series 6, Series 63, Retirement Planning, Wealth Preservation..., Sales Presentations, Salesforce.com, CRPC, Licensed Life & Health..., Debt Elimination, Fixed Annuities, Financial Planning, Budget

Education
Indiana Wesleyan University   1991 — 1996
BS, Business Administration

todd stankavich todd stankavich Greater Chicago Area Details
todd stankavich's Edward Jones Experience September 2001 - June 2005
Job Regional Sales ManagerMajor Accounts at Zacks Investment Research
Industry Investment Management
Experience
Zacks Investment Research  February 2011 - Present
J.P. Morgan   July 2005 - December 2010
Edward Jones   September 2001 - June 2005
Charles Schwab  October 1989 - September 2001

Skills
Options Trader, Managed Futures, Investment Research..., Institutional Sales, Institutional Investors, Institutional..., Trading, Financial Markets, Hedge Funds

Education
Indiana University Bloomington

Michael Cidor Michael Cidor Erie, Pennsylvania Area Details
Michael Cidor's Edward Jones Experience September 2005 - April 2006
Job Senior District Executive at Boy Scouts of America French Creek Council
Industry Nonprofit Organization Management
Experience
Boy Scouts of America - French Creek Council   February 2009 - Present
Waddell & Reed Financial Services  August 2006 - December 2008
Edward Jones   September 2005 - April 2006
Clearfield Hospital  September 2004 - August 2005
Boy Scouts of America - Allegheny Highlands Council   August 2000 - August 2004
Boy Scouts of America - Allegheny Highlands Council   June 1997 - August 2000

Skills
Volunteer Management, Fundraising, Event Management, Non-profits, Grant Writing, Public Speaking, Annual Giving, Event Planning, Community Outreach, Volunteer Recruiting, Program Development, Philanthropy, Leadership Development, Volunteering, Budgets, Board Development, Public Relations, Strategic Planning, Grants, Customer Service, Team Building, Marketing, Research, Policy, Social Media, Leadership, Community Development, Non-profit..., Staff Development, Government, Proposal Writing, Management, Recruiting, Volunteer Training, Training, Organizational..., Nonprofits

Education
Indiana University of Pennsylvania   1994 — 1997
BA, Biology

West Virginia University   1992 — 1994
Biology

Jeffrey Freeze Jeffrey Freeze Greater Chicago Area Details
Jeffrey Freeze's Edward Jones Experience 1997 - 2001
Job VP of Operations, HMS Midwest, LLC
Industry Management Consulting
Experience
HMS Midwest, LLC   1996 - Present
Town of Burns Harbor   January 2012 - Present
Duneland Economic Development Corporation   January 2012 - Present
Burns Harbor Redevelopment Commission   October 2013 - Present
NIRPC   January 2012 - Present
HMS Capital Management, LLC   2008 - 2011
Town of Burns Harbor   January 2007 - December 2011
Product Action  June 2003 - February 2009
Edward Jones   1997 - 2001

Skills
Team Building, Cash Flow, Strategic Planning, Program Management, Customer Service, Budgets, Business Strategy, Public Speaking, Project Planning, Operations Management, Project Management, Process Improvement, Microsoft Office, Management Consulting, New Business Development

Education
Indiana University   1988 — 1992
Bachelor of Science, Business Administration

Kerry Sell Kerry Sell Indianapolis, Indiana Area Details
Kerry Sell's Edward Jones Experience 2008 - 2008
Job Chief Administrative Officer at Wheeler Mission Ministries
Industry Accounting
Experience
Wheeler Mission Ministries  January 2012 - Present
EmployIndy  October 2010 - December 2011
River Valley Resources  February 2009 - October 2010
Edward Jones   2008 - 2008
Tangram (Formerly Independent Residential Living)   2007 - 2007
Motion Engineering Company   1999 - 2007

Skills
Fundraising, Program Management, Program Development, Accounting, Non-profits, Budgets, Leadership, Grant Writing, Grants, Project Management, Nonprofits, Payroll, Training, Team Building, Government, Human Resources, Finance, Risk Management, QuickBooks, Microsoft Office, Management, Strategic Planning, Proposal Writing, Organizational..., Volunteer Management, Internal Controls, Event Planning, Leadership Development, Public Speaking

Education
Indiana University Bloomington   1987 — 1991
Bachelor's, Accounting

Francine Van Wowk Francine Van Wowk Clearwater, Florida Details
Francine Van Wowk's Edward Jones Experience July 2009 - July 2013
Job SEC Processing Rep 3 at Citi
Industry Financial Services
Experience
Citi  April 2014 - Present
Csenge Advisory Group  July 2013 - October 2013
Edward Jones   July 2009 - July 2013
Relay for Life Dunedin/American Cancer Society   October 2011 - 2012
Independent Purchasing Cooperative  February 2001 - May 2008
Morgan Stanley  May 1996 - January 2001
Muriel Siebert & Co., Inc.   September 1993 - January 1996
Lehman Brothers  April 1991 - September 1993
Phibro Energy, Inc./Solomon Brothers   August 1989 - March 1991
Toshoku America Inc.   July 1988 - July 1989

Skills
Business Analysis, Leadership, Software Documentation, Training, Risk Management, Negotiation, Sales, Vendor Management, Software Project..., Visio, SharePoint, Project Management, Program Management, Process Improvement, CRM, Business Process..., Team Building

Education
Villanova University   2007 — 2008
Project Management

Iona College
B.S., Economics

Andrew Fluder Andrew Fluder Pittsburgh, Pennsylvania Details
Andrew Fluder's Edward Jones Experience May 2010 - August 2010
Job Strategic Buyer Raw Materials at United States Steel Corporation
Industry Mining & Metals
Experience
United States Steel Corporation  September 2015 - Present
United States Steel Corporation  March 2012 - August 2015
H&R Block  November 2008 - December 2011
Edward Jones   May 2010 - August 2010

Skills
Logistics, Transportation..., Raw Materials, Logistics Management, Contract Management, Procurement, Strategic Planning, Ocean Freight, International Logistics, Import/Export Operations, Materials Management, Purchasing, Supply Chain, Supply Chain Management, Strategic Sourcing, Contract Negotiation, Microsoft Office, Negotiation, Operations Management, Process Improvement, Project Management

Education
Indiana University of Pennsylvania   2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General

Indiana University of Pennsylvania   2007 — 2010
Bachelor of Science (BS), Finance, General

Indiana University of Pennsylvania   2007 — 2010
Associate of Arts (AA), Accounting

Brittany Bland Brittany Bland Santa Claus, Indiana Details
Brittany Bland's Edward Jones Experience December 2014 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones   December 2014 - Present
David's Bridal  October 2013 - November 2014
Senoj Salon   October 2013 - November 2014
Dishcrawl  September 2012 - August 2013
Indianapolis Motor Speedway  May 2012 - August 2012
Nouveau Client Connections, Inc.   June 2012 - July 2012
Chicago Festival Association  August 2011 - December 2011
International Student Volunteers  June 2009 - July 2009

Skills
Event Planning, Event Management, Advertising, Time Management, Social Networking, Budgets, Sales, Problem Solving, Google Docs, Microsoft Word, Microsoft Excel, Dropbox, Outlook, Social Media, Craigslist, Public Relations, Public Speaking, Hands-on Training, Onboarding, Interviewing Skills, Interviews, Talent Acquisition, Online Presence, Promotions, Recruiting, Entrepreneurship, Team Management

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Science, Tourism Management

Kelly Osborne Kelly Osborne Louisville, Kentucky Area Details
Kelly Osborne's Edward Jones Experience April 2005 - October 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James  October 2008 - Present
Edward Jones   April 2005 - October 2008
NPC  June 1999 - April 2004

Education
Indiana University-Southeast   1993 — 1997
BA, Communications

Andy Schnurr Andy Schnurr Ames, Iowa Details
Andy Schnurr's Edward Jones Experience March 2015 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones   March 2015 - Present
Central Bank  June 2014 - July 2015
Bank of the West  September 2012 - June 2014
BMO Harris Bank  June 2009 - June 2012
First American Bank  January 2004 - June 2009

Skills
Consumer Lending, Small Business Lending, Risk Management, Branch Management, Commercial Banking, Retail Banking, Commercial Lending, Loans, Lines Of Credit, Cross Selling, Branch Banking, Customer Service, Loan Origination, Financial Analysis, Credit, Coaching, Credit Analysis

Education
Iowa State University   1997 — 2002
Bachelor of Science (BS), Finance, General

Al Grandgenett Al Grandgenett Wahoo, Nebraska Details
Al Grandgenett's Edward Jones Experience 1997 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   1997 - Present

Skills
Strategic Planning, Customer Service, Budgets, Leadership, Retirement Planning, Sales, Team Building, Business Planning, Forecasting, Series 7, Retirement, Public Speaking

Education
Iowa State University   1977 — 1981
BS, Agricultural Business

Paige Malone Paige Malone Bloomington, Indiana Details
Paige Malone's Edward Jones Experience March 2012 - December 2012
Job Experienced MBA Professional
Industry Higher Education
Experience
Indiana University Bloomington  August 2013 - May 2015
Humana  May 2014 - November 2014
H.J. Umbaugh and Associates   January 2013 - July 2013
Edward Jones   March 2012 - December 2012
Edward Jones   January 2012 - March 2012
Edward Jones   October 2011 - December 2011
Edward Jones   June 2011 - October 2011
Saint Louis University  August 2010 - May 2011
H.J. Umbaugh and Associates   May 2010 - August 2010
Policy Analytics LLC   June 2009 - August 2009

Skills
Analysis, Microsoft Excel, Data Analysis, Project Management, Visual Basic, ADO, SQL, User Experience, Requirements Gathering, Project Scope..., Trend Analysis, System Development

Education
Indiana University Bloomington   2013 — 2015
Master of Business Administration (M.B.A.)

Saint Louis University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, Accounting

Moiza Saeed Moiza Saeed Toronto, Canada Area Details
Moiza Saeed's Edward Jones Experience June 2006 - May 2008
Job VP Global Growth at Zomato
Industry Online Media
Experience
Zomato  July 2015 - Present
Zomato  March 2015 - June 2015
MSAG Convenience LLC   January 2012 - December 2014
Commercial Bank of Dubai  August 2008 - May 2010
Edward Jones   June 2006 - May 2008

Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Business Strategy, Strategic Financial..., Investment Banking, Portfolio Management, Business Development, Strategy, Private Equity, Retail Banking, Analysis, Banking, Finance, Leadership, Financial Planning

Education
INSEAD   2011 — 2011
MBA, Business Administration

University of Toronto - University of St. Michael's College   2001 — 2005
Bachelor of Arts, Economics, Psychology

Jenna Cox Jenna Cox Dallas/Fort Worth Area Details
Jenna Cox's Edward Jones Experience January 2012 - May 2012
Job Senior Consultant, Workforce Science & Analytics, IBM Smarter Workforce | M.A. Industrial & Organizational Psychology
Industry Human Resources
Experience
IBM  July 2015 - Present
IBM  October 2014 - July 2015
IBM  October 2013 - October 2014
University of Southern Indiana  May 2013 - October 2013
Kenexa, an IBM Company  June 2011 - May 2013
Edward Jones   January 2012 - May 2012
University of Missouri - St. Louis  August 2009 - May 2012
University of Missouri - St. Louis  August 2011 - December 2011
Missouri Institute of Mental Health  January 2011 - September 2011
University of Missouri - St. Louis  August 2009 - May 2011

Skills
Psychology, SPSS, Data Analysis, Research, Statistics, Teaching, Organizational..., PowerPoint, Microsoft Office, Human Resources, Psychological Assessment, Personnel Selection, Personnel Evaluation, Performance Appraisal, Performance Measurement, Presentations, HR Consulting, SAS, LISREL, Microsoft Excel, Microsoft Word, Outlook, Blackboard, MediaLab, Social Media, Job Analysis, Survey Design, Survey Research, Employee Surveys, Selection, Talent Management, Talent Acquisition, Recruiting, Psychometrics, Organizational..., Organizational Behavior, Data Validation, Interviews, Competency Based..., Competency Assessments, Assessment Center, Personality Assessment, Behavioral Interviewing, Structured Interviews, Compensation Structures, 360 Assessments, 360 Feedback, Organizational..., Job Descriptions, Job Evaluation

Education
University of Missouri-Saint Louis   2009 — 2012
Master of Arts (M.A.), Industrial/Organizational Psychology, GPA 3.94

University of Southern Indiana   2006 — 2008
B.S., Psychology, GPA 3.70, cum laude

University of Evansville   2005 — 2005

Indiana University Bloomington   2004 — 2004

Reitz Memorial High School   2000 — 2004

Lea Evers Lea Evers Rockford, Illinois Area Details
Lea Evers's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2015 - Present
Fifth Third Bank  October 2009 - April 2015
Citi  June 2006 - September 2009
Hickory Point Bank & Trust  January 2004 - June 2006

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Banking, Loans, Credit, Risk Management, Financial Analysis, Credit Analysis, Financial Services, Investments, Consumer Lending, Relationship Management, Retail Banking, Customer Service, Sales Management, Team Building, Coaching

Education
Indiana Wesleyan University   2013 — 2016
Master of Business Administration (M.B.A.), Business- Human Resources

Rockford University   2010 — 2012
Bachelor's degree, Business Management Studies, Cum Laude

Millikin University   2004 — 2006
Credits towards BS in Finance and International Business, International Business, Finance

Tracey Fries Tracey Fries Mishawaka, Indiana Details
Tracey Fries's Edward Jones Experience Sr Branch Office AdministratorEdward JonesDecember 2004 - Present
Job at EDWARD JONES
Industry Financial Services
Experience
Edward Jones   Sr Branch Office AdministratorEdward JonesDecember 2004 - Present

Skills
Customer Service, Leadership, Team Leadership, Office Administration, Client Relations, Client Rapport, Organization Skills

Education
Indiana University South Bend   1978 — 1981
Business

Grant Gee Grant Gee Carmi, Illinois Details
Grant Gee's Edward Jones Experience December 1990 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 1990 - Present
Edward Jones   December 1990 - Present

Education
Indiana University Bloomington
B.S. In Business Administration

Michael Caley Michael Caley Markle, Indiana Details
Michael Caley's Edward Jones Experience June 2009 - August 2011
Job Student at Indiana Wesleyan University
Industry Financial Services
Experience
Mathews Insurance Agency Inc   May 2012 - August 2012
Edward Jones   June 2009 - August 2011

Education
Indiana Wesleyan University   2009 — 2013
Bachelor's degree, Finance, Current GPA 3.68

Craig Langhofer Craig Langhofer South Bend, Indiana Area Details
Craig Langhofer's Edward Jones Experience June 2007 - Present
Job Helping families navigate uncertainty in financial markets.
Industry Financial Services
Experience
New Carlisle Business and Comm Assn   February 2014 - Present
Edward Jones   June 2007 - Present
Apostolic Christian Church   January 1998 - Present

Education
Indiana University South Bend   1994 — 1998
BS, Business Admin

Morgan Warstler Morgan Warstler Fort Wayne, Indiana Details
Morgan Warstler's Edward Jones Experience October 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones   October 2013 - Present
Federated Media  September 2011 - October 2013
Gene B. Glick Co.   May 2010 - September 2011
Indiana Wesleyan University  September 2009 - May 2010

Skills
3R Selling, Center of Sales..., Marketing, Marketing Strategy, Radio Advertising, Radio Promotions, Social Media Marketing, Digital Marketing, Advertising

Education
Indiana Wesleyan University   2006 — 2010
Bachelor of Science (B.S.), Marketing

Edgerton High School   2002 — 2006

Brad Brees Brad Brees Fishers, Indiana Details
Brad Brees's Edward Jones Experience April 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones   April 2014 - Present
Indiana Farm Bureau Insurance  January 2001 - April 2014
PSARA Technologies, Inc.   August 1998 - January 2001

Skills
Life Insurance, Whole Life, Term Life Insurance, Investments, Retirement Planning, Variable Annuities, Fixed Annuities, Education Funding, Mutual Funds, Stocks, Bonds, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Simple IRA, Traditional IRA, 529 Plans

Education
Indiana University Bloomington   1992 — 1998
Bachelor's degree, Applied Health Science

Allen Woods Allen Woods Indianapolis, Indiana Area Details
Allen Woods's Edward Jones Experience June 1998 - Present
Job Financial Advisor, CFP at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 1998 - Present

Skills
401k Rollovers, Retirement Planning, 401k, Mutual Funds, Roth IRA, Traditional IRA, Municipal Bonds, Life Insurance, Certificates of Deposit, Estate Considerations, Portfolio and..., Annuities, LTC Insurance, Taxable Bonds, Common Stocks

Education
Indiana University Bloomington   1982 — 1986
Bachelor of Science (BS), Accounting

Matthew Caldwell Matthew Caldwell Ames, Iowa Details
Matthew Caldwell's Edward Jones Experience September 2011 - October 2013
Job Engineer Renewables
Industry Renewables & Environment
Experience
Siemens Wind Power  February 2015 - August 2015
Global Energy Services  June 2014 - January 2015
Edward Jones   September 2011 - October 2013
Lifetech Corporation   December 2007 - January 2011
Polaris Industries  October 2002 - December 2004
Blount International, Inc.   January 1998 - October 2002
GOMACO International Limited   January 1994 - December 1998

Skills
Renewable Energy, Mechanical Engineering, Hydraulics, PLC Ladder Logic, Leadership, Product Design, Customer Service, Asset Management, Public Speaking, Management, Microsoft Office, Electrical..., Small Business, Engineering, Training, Wind, Power Generation, Electricians, Energy, Turbines, Wind Turbines, Electricity

Education
Northwest Renewable Energy Institute   2013 — 2014
Wind Technician

Iowa State University   1988 — 1993
Bachelor of Science (BS), Mechanical Engineering

Erin Christian Erin Christian Webster City, Iowa Details
Erin Christian's Edward Jones Experience 2011 - 2012
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Van Diest   January 2013 - November 2013
Edward Jones   2011 - 2012
Electrolux Major Appliances  2004 - 2009
Trinity Regional Health System  2002 - 2003

Skills
Process Improvement, Customer Service, Sales, Microsoft Excel, Operations Management, Budgets, Outlook, Team Building, Microsoft Office, Strategic Planning, Inventory Management, Training, PowerPoint, Team Leadership, Microsoft Word, Account Management, Sales Management

Education
Iowa State University   2001 — 2003
Bachelor's degree, Production Operations Management

Iowa Central Community College   1999 — 2000
Associate of Arts (A.A.), General Studies

Justin Copley Justin Copley Greater Boston Area Details
Justin Copley's Edward Jones Experience September 2010 - January 2013
Job Chem Lab Technician at Sturm Ruger Inc
Industry Defense & Space
Experience
Sturm Ruger Inc   March 2012 - Present
Edward Jones   September 2010 - January 2013
UniFirst Corporation  August 2010 - October 2010
SymQuest Group  March 2005 - March 2010
2005-2010 SymQuest Group Inc. S   March 2005 - March 2010
w  2004 - 2005
International Steel Group  2002 - 2004
2004 International Steel Group   2002 - 2004
LTV Steel Co  January 1999 - January 2002
LTV Steel  1999 - 2002

Skills
Sales Management, Strategic Planning, Training, Software Documentation, Sales, Customer Service, Public Speaking, Marketing Strategy, Social Media, Operations Management, Logistics, Recruiting, Management, Marketing, Analysis, Public Relations, Account Management, Leadership, Microsoft Office, Process Scheduler, Team Building, Budgets, Process Improvement, Project Management, Business Development

Education
Indiana University-Northwest   2001 — 2003
M.B.A., Master, Business Administration and Marketing

ST. JOSEPH'S COLLEGE   1997 — 1999
Bachelor of Science (B.S.), Business Management and History

State University of New York at Albany   1995 — 1997
Business Administration and Management, General

Oneida High School   1991 — 1995
NYS Regents Diploma

Amir Ragab Amir Ragab South Bend, Indiana Area Details
Amir Ragab's Edward Jones Experience August 2007 - June 2010
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual  2010 - Present
Edward Jones   August 2007 - June 2010
JPMorgan Chase  April 2004 - June 2006

Education
Indiana University South Bend
Finance

Kenneth G. (Kenn) Reinhardt Kenneth G. (Kenn) Reinhardt Indianapolis, Indiana Area Details
Kenneth G. (Kenn) Reinhardt's Edward Jones Experience July 2009 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   July 2009 - August 2011
Midstates Marketing, Inc.   October 1982 - July 2009
Jack Harvey & Associates   1979 - 1982
Burroughs Corporation  1976 - 1979
Monroe Division of Litton Industries   1974 - 1976

Skills
Sales Management, Sales Operations, Account Management, Customer Service

Education
Purdue University   1969 — 1974
BSGM, General Mgmt.-Marketing

Indiana University-Purdue University at Indianapolis   1969 — 1970
Chemistry (intended), Chemistry/physics/math, etc.

Warren Central High School

Don Schoolcraft Don Schoolcraft Indianapolis, Indiana Area Details
Don Schoolcraft's Edward Jones Experience 1997 - 2001
Job Director of Operations at Indiana Primary Health Care Association
Industry Hospital & Health Care
Experience
Indiana Primary Health Care Association  December 2008 - Present
Indiana Primary Health Care Association  November 2007 - December 2008
West Central Indiana Area Health Education Center   2002 - 2007
Edward Jones   1997 - 2001
Central Indiana Regional Blood Center   1991 - 1997
Westview Hospital  1981 - 1990
Westview Hospital  March 1980 - November 1981
William S Major Hospital   1976 - 1980

Skills
Grants, Healthcare, Non-profits, Community Outreach, Strategic Planning, Management, Insurance, Clinical Research, Hospitals, Medicaid, Program Development, Human Resources, Negotiation, Leadership, Data Analysis, Healthcare Management, Nonprofits, Healthcare Information...

Education
Xavier University   1970 — 1972
MBA, Hospital Administration

Indiana University Bloomington   1966 — 1970
BS, Management and Administration, 3.85

Eric Nompleggi AAMS® Eric Nompleggi AAMS® Deland, Florida Details
Eric Nompleggi AAMS®'s Edward Jones Experience January 2012 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones   January 2012 - Present
Paycor  2009 - 2012
ADP  2007 - 2009
ADP  2001 - 2006

Skills
Leadership, Cold Calling, Sales Process, Sales Management, New Business Development, Insurance, Customer Service, Business Development

Education
Indiana University-Purdue University at Indianapolis   1996 — 2000
B.S., Exercise Physiology

Brian Essig Brian Essig Greater Chicago Area Details
Brian Essig's Edward Jones Experience June 2009 - November 2009
Job Regional Sales Associate, RIA Division at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners  November 2014 - Present
Guggenheim Partners  March 2014 - November 2014
Guggenheim Partners  January 2012 - February 2014
Harbor Capital Advisors  August 2010 - December 2011
Edward Jones   June 2009 - November 2009
Francorp  May 2008 - August 2008
Chicago Board of Trade  May 2005 - August 2005

Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Valuation, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Equities, Series 7, Series 63, Finance

Education
Indiana University Bloomington
Economics and Public Finance

Corky Seitz Corky Seitz Lake Zurich, Illinois Details
Corky Seitz's Edward Jones Experience 1996 - 1996
Job Consultant at BackOffice Associates
Industry Information Services
Experience
BackOffice Associates  October 2008 - Present
Kraft Foods  March 2007 - February 2008
Kraft Foods  1999 - 2007
edward jones   1996 - 1996

Skills
SAP, Requirements Analysis, Supply Chain, Data Migration, Business Analysis, Data Conversion, Data Modeling, ERP, Master Data, Microsoft SQL Server, SAP ERP, SAP Implementation, SAP R/3, Business Intelligence, Business Objects, Business Process, Business Process..., Cross-functional Team..., Data Warehousing, IT Strategy, Integration, Leadership, Master Data Management, SDLC

Education
Indiana University   1993 — 1998
BS

Christina Bright Christina Bright Niles, Michigan Details
Christina Bright's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones   July 2014 - Present
1st Source Bank  August 1999 - October 2012

Education
University of Phoenix   2007 — 2007
Associate, Business

Indiana University South Bend   1999 — 2001
Business Administration and Management, General

Southwestern Michigan College   1995 — 1996
Pre Nursing

Holy Cross College   1993 — 1994
Math

Andrew Wehr Andrew Wehr Zionsville, Indiana Details
Andrew Wehr's Edward Jones Experience 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   2007 - Present

Education
Indiana University Bloomington   1992 — 1996

Carol Govern Carol Govern Evanston, Illinois Details
Carol Govern's Edward Jones Experience September 2010 - November 2012
Job Associate Research Administrator at Northwestern University
Industry Research
Experience
Northwestern University  November 2012 - Present
Edward Jones   September 2010 - November 2012
Dangel   February 2008 - September 2010
Spots Video   May 2006 - October 2007
mOcean  2003 - 2006
Lab903   November 1999 - February 2002
Spots BME   1991 - 1999
Bozell  1987 - 1991

Skills
Advertising, Television

Education
Indiana University Bloomington   1981 — 1985
BA, Telecommunications, Theater

Eric Bassler Eric Bassler Evansville, Indiana Area Details
Eric Bassler's Edward Jones Experience 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   2000 - Present
Bannock Consulting   1998 - 2000
Peace Corps Albania/Ukraine   1996 - 1998
Bank Administration Institute  1994 - 1996
First Citizens Bank/Horizon Bank   1988 - 1994

Education
Indiana University Bloomington   1982 — 1988

Susan Pollnow Susan Pollnow Greater St. Louis Area Details
Susan Pollnow's Edward Jones Experience February 2006 - May 2012
Job Talent Acquisition Partner at RGA
Industry Human Resources
Experience
Reinsurance Group of America, Incorporated  July 2013 - Present
CRTS an Aegion Company   May 2012 - February 2013
Edward Jones   February 2006 - May 2012

Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Full-life Cycle..., Behavioral Interviewing, Corporate Recruiting, Multi state and Country..., Onboarding, Project Management, Sourcing, Financial Services, Insurance, Recruiting, Employee Benefits, Investments, Finance, Series 7, Compliance, Securities, Oil and Gas recruiting, engineering recruiting, Internet Recruiting, Human Resources, Screening Resumes, Interviews, Project Mgt recruiting, HR Policies, Workers Compensation, Mutual Funds, Hiring, Staffing Services, Benefits Negotiation

Education
Indiana University Bloomington
Business/Marketing

JBS

Vicki Culy Vicki Culy Muncie, Indiana Area Details
Vicki Culy's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Accounting
Experience
Edward Jones   July 2014 - Present
Wayne County Treasurer's Office   January 2013 - July 2014
Wayne County Prosecutor's Office/Child Support Division   January 2010 - December 2012
Visteon  October 2000 - March 2008
Visteon  January 2000 - October 2000
Visteon  November 1998 - January 2000
Burns Corporation   1998 - 1999
Marketing & Creative Services, Inc.   March 1994 - August 1996

Skills
Automotive, Lean Manufacturing, Continuous Improvement, Manufacturing, Six Sigma, Manufacturing..., FMEA, Management, Kaizen, Production Planning, 5S, Supply Chain, Supply Management, Materials Management, Human Resources, PPAP, Operational Excellence, Budgets, Accounting, Inventory Management, Manufacturing..., Quality Management, Toyota Production System, Purchasing, Supply Chain Management, Engineering Management, Inventory Control, DMAIC, Kanban, JIT, Customer Service, Process Improvement, SAP, ISO, Manufacturing Operations, MRP, Process Engineering, Industrial Engineering, Cross-functional Team..., Quality System, Root Cause Analysis, Project Management, Strategic Planning, SPC, TS16949, Value Stream Mapping

Education
Indiana Wesleyan University   2005 — 2009
Bachelor's, Accounting

Kelly Prestly Kelly Prestly Benton Harbor, Michigan Area Details
Kelly Prestly's Edward Jones Experience 1998 - 2001
Job Manager/Senior Loan Officer at Allied Banc Mortgage
Industry Financial Services
Experience
Allied Banc Mortgage   Loan OfficerAce Mortgage Funding2002 - 2004
Edward Jones   1998 - 2001
Miles Federal Credit Union   1990 - 1996

Education
Indiana University South Bend   1996 — 1999

Doug Milholland Doug Milholland Houston, Texas Area Details
Doug Milholland's Edward Jones Experience June 1993 - October 1995
Job Associate Director at VALIC
Industry Insurance
Experience
VALIC  October 1995 - Present
Edward Jones   June 1993 - October 1995
IBM  July 1981 - June 1993

Skills
Process Improvement, Project Management, Strategic Planning, Testing, Management, Vendor Management, Customer Service, Mutual Funds, Finance, Investments, Team Building

Education
University of St. Thomas (TX)   1987 — 1990
Master of Business Administration (MBA), Finance, General

Indiana University Bloomington   1980 — 1981
Bachelor's degree, Business Administration and Management, General

Indiana University-Purdue University at Fort Wayne   1977 — 1980

Zachary Leeds Zachary Leeds Greater St. Louis Area Details
Zachary Leeds's Edward Jones Experience December 2007 - October 2009
Job Controller at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company  June 2012 - Present
The ALS Association, St. Louis Regional Chapter   February 2006 - Present
Lopata Flegel and Company  October 2009 - June 2012
Edward Jones   December 2007 - October 2009
RubinBrown LLP  September 2005 - December 2007

Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Internal Audit, Financial Accounting, Strategic Financial..., Financial Statements, Financial Modeling, QuickBooks

Education
Washington University in St. Louis - Olin Business School   2008 — 2011
MBA

Indiana University Bloomington   2001 — 2005
Bachelor of Science (BS), Accounting

Jeremiah Grubert Jeremiah Grubert Elkhart, Indiana Area Details
Jeremiah Grubert's Edward Jones Experience Sales RepresentativeMOR/ryde InternationalApril 2005 - April 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   Sales RepresentativeMOR/ryde InternationalApril 2005 - April 2007

Education
Indiana University South Bend   1999 — 2007

Susan Hoard Susan Hoard Bloomington, Indiana Area Details
Susan Hoard's Edward Jones Experience August 1996 - January 1998
Job Chief Information Officer at Stone Belt ARC
Industry Information Technology and Services
Experience
Stone Belt ARC  May 2013 - Present
Stone Belt ARC  June 2008 - June 2013
Stone Belt ARC  February 2003 - June 2008
Edward Jones   August 1996 - January 1998

Skills
Microsoft Excel, Access, Customer Service, Project Management, Database Design, JavaScript, Microsoft Office, Web Development, Programming, System Administration, PHP, Computer Hardware, Windows, HTML, Visual Studio, Active Directory, Network Administration, Databases, SQL, Networking, Security, Troubleshooting, Windows 7, Windows Server, MySQL, Software Documentation, IIS, Microsoft SQL Server, Integration, Operating Systems

Education
Indiana University Bloomington   1985 — 1989
Bachelor of Science

Kevin Boehnlein Kevin Boehnlein Louisville, Kentucky Area Details
Kevin Boehnlein's Edward Jones Experience November 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2004 - Present
Friends of Mike Sodrel   January 2004 - November 2004
City of New Albany  March 2000 - December 2003
Macerich  1999 - 2000
Junior Achievement of Kentuckiana  1997 - 2000

Education
Indiana University-Southeast   1992 — 1997
Bachelor of Arts, Political Science

Evan Marks Evan Marks Greater St. Louis Area Details
Evan Marks's Edward Jones Experience December 2012 - October 2014
Job Equity Research Associate
Industry Financial Services
Experience
Robert W. Baird & Co.   October 2014 - Present
Edward Jones   December 2012 - October 2014
Edward Jones   January 2010 - December 2012
Edward Jones   June 2007 - January 2010

Skills
Wealth Management, Financial Analysis, Retirement Planning, Microsoft Excel, Data Analysis, Series 7, Bloomberg Terminal, PowerPoint, Finance, Financial Modeling

Education
Washington University in St. Louis   2009 — 2012
Master of Business Administration (M.B.A.)

Indiana University Bloomington   2002 — 2006
Business

Ryan Doyle, AIF ® Ryan Doyle, AIF ® Indianapolis, Indiana Area Details
Ryan Doyle, AIF ®'s Edward Jones Experience August 2001 - January 2004
Job Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds  June 2011 - Present
American Funds Distributors  July 2009 - January 2012
American Funds  January 2004 - June 2009
Edward Jones   August 2001 - January 2004
Charles Schwab  2000 - 2001

Skills
401k, Mutual Funds, Investments, Asset Allocation, Series 63, Series 7, Retirement Planning, Finance, Securities, Series 6, Wealth Management, Retirement

Education
Indiana University Bloomington   1996 — 2000
BS, Public Management

Devin Helming Devin Helming United States Details
Devin Helming's Edward Jones Experience September 2004 - December 2008
Job Sales Agronomist at Asmus Farm Supply
Industry Farming
Experience
Asmus Farm Supply   January 2009 - Present
Edward Jones   September 2004 - December 2008

Skills
Farms, Sales, Agronomy, Personal Finance, Corn, Agriculture, Agribusiness

Education
Iowa State University   1993 — 1998

Rick Pflanz Rick Pflanz Evansville, Indiana Area Details
Rick Pflanz's Edward Jones Experience September 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   September 1999 - Present
Monroe Shine & Co., Inc.   December 1998 - May 1999

Education
Indiana University Bloomington   1994 — 1999
BS, Accounting, Finance, Real Estate and International Economics

Matt Langager Matt Langager South Bend, Indiana Area Details
Matt Langager's Edward Jones Experience March 2007 - March 2008
Job Vice President, Enterprise Integration at Press Ganey Associates
Industry Hospital & Health Care
Experience
Press Ganey  December 2014 - Present
Press Ganey Associates  October 2013 - December 2014
Press Ganey Associates  August 2012 - October 2013
Press Ganey Associates  March 2010 - August 2012
Press Ganey Associates  March 2008 - May 2010
Edward Jones   March 2007 - March 2008
Penske Truck Leasing  November 2004 - March 2007
Penske Truck Leasing  November 2000 - November 2004

Skills
Process Improvement, Strategic Planning, Healthcare, Customer Service, Healthcare Information..., Cross-functional Team..., Change Management, Business Analysis, Project Management, Account Management, Data Analysis, Microsoft Excel, Leadership, Financial Analysis, Customer Satisfaction, Team Leadership, Business Development, Management, Quality Assurance, Software Documentation, Six Sigma, Competitive Analysis, Integration

Education
Indiana University South Bend   2000 — 2004
Bachelor of Sciences, Finance

Pinter,Dane M Pinter,Dane M Greater Chicago Area Details
Pinter,Dane M's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  

Skills
401k Rollovers, Customer Service, Financial Analysis, IRAs, Investments, Marketing, Portfolio Management, Mutual Funds, Retirement, Sales, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Wealth Management

Education
Indiana University

Simon C. Henry, MBA Simon C. Henry, MBA Indianapolis, Indiana Area Details
Simon C. Henry, MBA's Edward Jones Experience 2010 - 2011
Job Transfer Advisor/Assistant Professor at Indiana Wesleyan University
Industry Higher Education
Experience
Indiana Wesleyan University  August 2013 - Present
Indiana Wesleyan University  January 2013 - August 2013
Truth@Work  2012 - 2012
Edward Jones   2010 - 2011
Indiana Wesleyan University  2009 - 2010
Indiana Wesleyan University  2006 - 2009

Skills
Manage Client..., Operations Management, Business Analysis, Account Management, Leadership, Public Speaking, Leadership Development, Customer Service, Social Media, Staff Development, Teaching, Strategic Planning, Non-profits, Higher Education, Nonprofits, Management, Strategy

Education
Indiana Wesleyan University   2014 — 2018
Doctor of Philosophy (Ph.D.), Organizational Leadership

Indiana Wesleyan University   2009 — 2011
MBA, Business Administration

Indiana Wesleyan University   2003 — 2007
BS, Christiany Ministry & Youth Ministry

Jay Motsinger Jay Motsinger Louisville, Kentucky Area Details
Jay Motsinger's Edward Jones Experience 2001 - 2002
Job VP/Business Manager at Eddie Gilstrap Motors Inc
Industry Automotive
Experience
Eddie Gilstrap Motors Inc   January 2006 - Present
Edward Jones   2001 - 2002

Skills
Budgets, Financial Modeling, Management, Leadership, Accounting, Financial Reporting, Series 7, Microsoft Excel

Education
Indiana University-Southeast   1997 — 2001
Bachelor, Business Management

Lucas Karr Lucas Karr Indianapolis, Indiana Area Details
Lucas Karr's Edward Jones Experience March 2007 - May 2008
Job Financial Analst, MBA
Industry Financial Services
Experience
Indiana Department of Correction  April 2014 - Present
University of Illinois at Urbana-Champaign  March 2012 - July 2012
Champaign County Regional Planning Commission  August 2009 - March 2012
Edward Jones   March 2007 - May 2008

Skills
Grants, Financial Analysis, Microsoft Excel, Investments, Finance, Financial Planning

Education
Liberty University   2009 — 2010
Master of Business Administration (MBA), Organizational Leadership, 4.0

Indiana Wesleyan University   2005 — 2006
Bachelor of Arts (B.A.), Finance, General, 3.82

Ben Willet Ben Willet Kansas City, Missouri Area Details
Ben Willet's Edward Jones Experience March 2008 - September 2008
Job Trade Desk Manager at BATS Exchange
Industry Financial Services
Experience
BATS Global Markets, Inc.   February 2015 - Present
BATS Global Markets, Inc.   October 2013 - February 2015
BATS Global Markets, Inc.   May 2011 - October 2013
BATS Global Markets, Inc.   April 2010 - May 2011
MB Trading  October 2008 - April 2010
Edward Jones   March 2008 - September 2008

Skills
Trading, Windows, Microsoft Office, Financial Markets, FINRA, Equities, Market Data, Series 7, Options, Series 3, SQL, Securities, Trading Systems, Equity Trading, Series 63, Electronic Trading, Awk, ETFs

Education
Iowa State University   1999 — 2007
BLS, Liberal Studies

Connor McCarthy Connor McCarthy Greater Chicago Area Details
Connor McCarthy's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Real Estate
Experience
Edward Jones   August 2015 - Present
CBRE  March 2011 - August 2015
MB Real Estate  July 2009 - February 2011
Steinco  July 2008 - September 2009

Skills
Downtown Chicago Real..., Commercial Real Estate, Real Estate, Valuation, Location Intelligence, Tenant, Asset Management, Investment Properties, Leases, Finance, Lease Negotiations

Education
Indiana University Bloomington   2004 — 2008
Real Estate Finance, Business

Loyola Academy

Erik Roe Erik Roe Lafayette, Indiana Area Details
Erik Roe's Edward Jones Experience November 2005 - Present
Job M.B.A. | A.A.M.S. | Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2005 - Present
Auto Owners Insurance Company  November 2002 - November 2005

Skills
Retirement Planning, Retirement, Sales, Estate Planning, Strategic Financial..., Investments, Life Insurance, Finance, Portfolio Management, Fixed Annuities, Bonds, Trusts, Financial Advisory, Investment Strategies, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63, Securities

Education
Indiana Wesleyan University   2003 — 2005
MBA, Masters of Business Admonistration

Taylor University   1998 — 2002
BS, Business Systems

Benjamin McBride Benjamin McBride Washington D.C. Metro Area Details
Benjamin McBride's Edward Jones Experience August 2004 - July 2010
Job USAR Legal Command, Gaithersburg, MD
Industry Military
Experience
United States Army Reserve  July 2013 - Present
United States Army Reserve  August 2010 - July 2013
Edward Jones   August 2004 - July 2010

Skills
Leadership, Budgets, Management, Team Building, Strategic Planning, Government, Army, Intelligence Analysis, Retirement Planning, Series 7, Financial Advisory, Investments, Financial Analysis, Mutual Funds, Customer Service, Program Management, Finance

Education
Indiana University of Pennsylvania   1995 — 1999
B.S., Accounting

Cheryl Klueppelberg Cheryl Klueppelberg Louisville, Kentucky Area Details
Cheryl Klueppelberg's Edward Jones Experience October 2010 - April 2011
Job
Industry Consumer Goods
Experience
GE  June 2013 - Present
GE  November 2011 - June 2013
Test & Controls International   April 2011 - November 2011
Edward Jones   October 2010 - April 2011
Didat D.D.S   August 2001 - September 2009
GE Company- Appliances   January 1996 - January 1998
GE Company- Appliances   January 1993 - January 1996
GE Company  January 1990 - January 1993
GE Company  January 1989 - January 1990
GE  May 1987 - May 1989

Skills
Continuous Improvement, Engineering, Leadership, Program Management, Six Sigma, Cross-functional Team..., Customer Service, Databases, Lean Manufacturing, Manufacturing, Root Cause Analysis, DMAIC, Kaizen, Manufacturing..., Process Improvement

Education
University of Missouri-Rolla   1984 — 1986
Bachelor of Science, Mechanical Engineering

Southeast Missouri State University   1982 — 1984
Pre-engineering

Indiana University-Southeast
MBA Coursework

Jeremiah Grubert Jeremiah Grubert Elkhart, Indiana Area Details
Jeremiah Grubert's Edward Jones Experience April 2006 - May 2008
Job Sales at Genesis Products, Inc.
Industry Building Materials
Experience
Genesis Products, Inc.   May 2008 - Present
Edward Jones   April 2006 - May 2008

Education
Indiana University South Bend   1999 — 2007
BA, Business Management

Joyce Cunningham Joyce Cunningham Indianapolis, Indiana Area Details
Joyce Cunningham's Edward Jones Experience May 2008 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
PNC Bank  November 2009 - Present
Edward Jones   May 2008 - January 2009
National City Bank  August 1999 - October 2007
National City Bank  January 1998 - August 1999
National City Bank  January 1996 - December 1997
National City Bank  August 1993 - December 1995
National City Bank  March 1993 - July 1993
National City Bank  January 1980 - February 1993
National City Bank  March 1973 - December 1979

Education
Indiana Wesleyan University   2008 — 2011
Bachelor's, Accounting

Joy Vanatta-Young Joy Vanatta-Young Indianapolis, Indiana Details
Joy Vanatta-Young's Edward Jones Experience February 2012 - February 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2012 - February 2014
Girl Scouts of Central Indiana  January 2007 - November 2009
Young Farm   December 1977 - May 2008
Girl Scouts of Treaty Line Council   January 2006 - December 2006

Skills
Leadership, Public Speaking, Event Planning, Nonprofits, Management, Volunteer Management, Strategic Planning, Event Management, Public Relations, Community Outreach, Budgets, Customer Service

Education
Indiana University-Purdue University at Indianapolis   1976 — 1979
BS, Marketing

Indiana University Bloomington   1976 — 1978
2 year Certificate, Management

Greenwood Community High School

Marcy Nelson Marcy Nelson Gilbert, Iowa Details
Marcy Nelson's Edward Jones Experience August 2014 - March 2015
Job Skincare Entrepreneur/Mortgage Originator
Industry Banking
Experience
Bankers Trust  May 2015 - Present
Nerium International  August 2014 - Present
Edward Jones   August 2014 - March 2015
Great Western Bank  March 2012 - August 2014
First American Bank  June 2004 - March 2012
Hunziker & Associates, Inc. Realtors   May 1998 - June 2004

Education
University of Northern Iowa   1996 — 1998
Bachelor Degree, Finance, Real Estate

Iowa Central Community College   1994 — 1996
Associate's degree

Ryan Burchfield, A.A.M.S Ryan Burchfield, A.A.M.S Columbus, Indiana Details
Ryan Burchfield, A.A.M.S's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  

Skills
Retirement, Retirement Planning, Wealth Management

Education
Indiana University Bloomington   1999 — 2003

Alex Schaapveld Alex Schaapveld Denver, Colorado Details
Alex Schaapveld's Edward Jones Experience November 2010 - July 2011
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
J.P. Morgan   October 2011 - April 2015
Edward Jones   November 2010 - July 2011
Allscripts  October 2009 - July 2010
Geneva Golf & Country Club   January 2006 - June 2009

Skills
Mutual Funds, Investments, Series 7, 401k, Uniform Combined State..., Insurance, Series 66, Customer Relations, Bonds

Education
Iowa State University   2004 — 2008
Bachelor, Liberal Studies 2008

Becky Carr Piening Becky Carr Piening Greater St. Louis Area Details
Becky Carr Piening's Edward Jones Experience April 2013 - September 2014
Job Advocare Independent Distributor
Industry Health, Wellness and Fitness
Experience
Advocare  March 2014 - Present
Edward Jones   April 2013 - September 2014
The Pampered Chef  February 2011 - August 2014
UMB Financial Corporation  October 2008 - March 2011
National City Bank  November 2003 - July 2007
Fifth Third Bank  February 1998 - July 2000

Skills
Public Speaking, Coaching, Training, Leadership Development, Customer Service, Teaching, Fundraising, Event Planning, Recruiting, Organizational..., Banking, Team Building, Leadership, Small Business, Management, Sales, Selling

Education
Eden Theological Seminary   2000 — 2003
Theology, Ministry, Christian Ed

Eureka College   1992 — 1994
B.S., Psychology, Religion and Philosophy

Indiana University-Purdue University at Indianapolis   1985 — 1992
Education and General Studies

Dana Muessle Dana Muessle Greater Atlanta Area Details
Dana Muessle's Edward Jones Experience May 2008 - April 2011
Job Account Executive at PNC Bank
Industry Financial Services
Experience
PNC Bank  June 2013 - Present
PNC Investments  May 2011 - June 2013
Nia Center women's roundtable   2008 - 2013
Edward Jones   May 2008 - April 2011
One Southern Indiana  2008 - 2011
One Southern Indiana  2008 - 2011

Skills
Finance, Wealth Management, Public Speaking, Investments, Accounts Receivable, Banking, Fundraising, Small Business, Retirement Planning, Microsoft Excel, Retirement, Life Insurance, Management

Education
Indiana University-Southeast   1993 — 1998
BS & MBA, FINANCE

Destiny Wenning Destiny Wenning Lexington, Kentucky Area Details
Destiny Wenning's Edward Jones Experience September 2015 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2015 - Present
EnSiteUSA  April 2011 - September 2015
Simpson, Thompson, & Colin LLC   January 2010 - April 2011
Frost Brown Todd  September 2008 - December 2009

Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Trials, Westlaw, Business Litigation, Legal Issues, Legal Compliance, Employment Law, Trade Secrets, Corporate Governance, Contract Negotiation, Courts

Education
Indiana University - Maurer School of Law   2005 — 2008
Doctor of Law (JD)

Indiana University Bloomington   1997 — 2001
Bachelor of Science (BS), Business

Tim Petrinec Tim Petrinec Charlotte, North Carolina Area Details
Tim Petrinec's Edward Jones Experience July 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2014 - Present
Yodle  June 2012 - July 2014
Yodle  January 2010 - May 2012

Education
Indiana Wesleyan University   1999 — 2003
Bachelor's degree

Judi Chambers Judi Chambers Carmel, Indiana Details
Judi Chambers's Edward Jones Experience December 2006 - May 2012
Job
Industry Financial Services
Experience
Edward Jones   December 2006 - May 2012
Regions Bank  September 1974 - 2005

Skills
Customer Service

Education
Indiana University Bloomington   1971 — 1973
undecided

Melinda Stariha Melinda Stariha Greater Minneapolis-St. Paul Area Details
Melinda Stariha's Edward Jones Experience March 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones   March 2011 - Present
M&I Bank  December 2007 - February 2011
Kyle White, Criminal Defense Attorney   June 2009 - October 2009
Highland Bank  June 2005 - December 2007

Skills
Legal Research, Westlaw, Customer Service, Policy, Research, Microsoft Office, Banking, Sales, Legal Documents, Outlook, Administrative..., Office Management, Office Administration, Microsoft Word, Time Management

Education
St. Catherine University   2002 — 2003
Bachelor of Arts, Sociology

Inver Hills Community College
Paralegal Program - Post Graduate Paralegal Certificate (ABA)

Aaron Lanteigne Aaron Lanteigne Indianapolis, Indiana Area Details
Aaron Lanteigne's Edward Jones Experience August 2008 - May 2009
Job Lead Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  January 2014 - Present
Thrivent Financial  May 2009 - Present
Edward Jones   August 2008 - May 2009
Huntington National Bank  November 2005 - August 2008

Skills
Investments, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Estate Planning, Securities, Asset Management, 401k, Wealth, Life Insurance, Financial Services, Wealth Management..., IRAs, Pensions, Investment Management, Disability Insurance, Series 7, Financial Advisory, Fixed Annuities, Finance, FINRA

Education
Anderson University   2003 — 2005
Bachelor of Arts (B.A.), Finance, General

Indiana University-Purdue University at Indianapolis   1998 — 2002

Kaplan College-Indianapolis
CFP

Marc Balcitis Marc Balcitis Greater Chicago Area Details
Marc Balcitis's Edward Jones Experience June 2007 - January 2008
Job Account Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  September 2015 - Present
Northern Trust  January 2012 - Present
Northern Trust  June 2008 - January 2012
Edward Jones   June 2007 - January 2008

Skills
Bloomberg, Valuation, Pricing, Access, Excel, Financial Analysis, PowerPoint, Financial Modeling, Financial Planning, Equities, Securities, Word, Fixed Income, Mutual Funds, Bonds, Portfolio Management, Customer Relations, Variance Analysis, Financial Reporting, Investments, Equity Research, Settlements, Microsoft Office, Cash Flow, Corporate Finance, Accounting, Research, Forecasting, Analysis, SharePoint, Economics, Financial Management, Banking, Spreadsheets, Data Analysis, Hedge Funds, Fund Accounting, Equity Valuation, Financial Markets, Balance, Corporate Actions, Bloomberg Terminal, Financial Accounting, Cash, FX, Accruals, Trading, Currency, Hedging, Quantitative Analysis

Education
Indiana University Bloomington   2003 — 2007
Bachelors, Finance and Economics

Adam Luther Adam Luther Greater New York City Area Details
Adam Luther's Edward Jones Experience February 2009 - November 2009
Job Associate Director at Amnet Group U.S. The Dentsu Aegis Network Trading Desk
Industry Marketing and Advertising
Experience
Amnet Group U.S.- The Dentsu Aegis Network Trading Desk   January 2015 - Present
Amnet Group U.S.- The Dentsu Aegis Network Trading Desk   April 2013 - December 2014
Amnet Group U.S.- The Dentsu Aegis Network Trading Desk   March 2012 - March 2013
Accuen  July 2011 - March 2012
Accuen  November 2010 - June 2011
InnerWorkings  January 2010 - September 2010
Edward Jones   February 2009 - November 2009

Skills
Microsoft Office, Google Adwords, DoubleClick, Atlas, Pointroll, TURN Console, Invite Media Console, MediaMath Console, Media Buying, Media Planning, Online Advertising, Advertising, Mobile Advertising, Ad Serving, Display Advertising, Social Media Marketing, Digital Strategy

Education
Indiana University Bloomington   2004 — 2008
Finance, Finance, Economics

Sydney University   2007 — 2007

Jim Ewald Jim Ewald Dallas/Fort Worth Area Details
Jim Ewald's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones   April 2015 - Present
ACTIVE Network  October 2014 - April 2015
YP Holdings  April 2012 - August 2014
American Corporate Services   May 2011 - June 2012
ZipLocal  June 2007 - May 2011
Remax Abrams   May 1990 - May 2007
Dallas Police Department  October 1980 - August 1990
Peak Fitness Center   January 1982 - June 1984

Skills
Online Advertising, Sales, B2B Marketing, Media Sales, Advertising Sales, Cold Calling, Lead Generation, Mobile Marketing, Advertising, Digital Marketing, Start-ups, Web Analytics, Customer Retention, New Business Development, Online Marketing, Marketing Strategy, Strategic Partnerships, Social Media Marketing, Salesforce.com, Sales Management, Email Marketing, SEM, Selling, Business Development, CRM, PPC, SEO, Direct Sales, Marketing, Social Networking, Facebook, Digital Media, Social Media, Digital Strategy, Web Marketing, B2B, Account Management, Mobile Advertising, Sales Presentations, Market Planning, Direct Marketing, Customer Acquisition, Google Adwords, Sales Process, Competitive Analysis, Sales Operations

Education
Indiana University Bloomington   1977 — 1980
Bs, Urban Planning

Carol Kemple Carol Kemple Louisville, Kentucky Area Details
Carol Kemple's Edward Jones Experience June 2002 - September 2002
Job Research Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons  2008 - Present
Hilliard Lyons  June 2005 - May 2008
Hilliard Lyons  November 2002 - May 2005
Edward Jones   June 2002 - September 2002

Education
Indiana University-Southeast   2003 — 2005
MBA

Purdue University   1998 — 2002
BS

Nick Kerschner Nick Kerschner Indianapolis, Indiana Details
Nick Kerschner's Edward Jones Experience December 2010 - January 2013
Job Internal Wholesaler at American Funds
Industry Financial Services
Experience
American Funds  April 2013 - Present
Edward Jones   December 2010 - January 2013
Taylor Made Plastics Inc.   June 2010 - August 2010

Skills
Series 7

Education
Indiana University Bloomington   2005 — 2010
BS, Public Financial Management

Indiana University Bloomington   2005 — 2010
BA, Economics

Connie Sparenberg Connie Sparenberg Earl Park, Indiana Details
Connie Sparenberg's Edward Jones Experience 1985 - 1996
Job Director at Earl Park Public Library
Industry Libraries
Experience
Earl Park Public Library   April 2008 - Present
Home Cooked Catering   1999 - 2008
Edward Jones   1985 - 1996

Skills
Library Management, Public Libraries, Library Instruction, Teaching, Research, Time Management, Budgets, Cataloging, Higher Education, Collection Development, Leadership, Team Building, Outlook, Finance, Banking, Social Media, Social Skills

Education
Ivy Tech Community College-Central Indiana   2012 — 2014
Library Science and Administration

A.M.T.I.   1981 — 1982
Associate's degree, Criminal Justice

Indiana University Bloomington   1980 — 1981
Criminal Justice and Corrections

Cindy Ziegler Cindy Ziegler Phoenix, Arizona Area Details
Cindy Ziegler's Edward Jones Experience TreasurerSouthwest Indian Ministries CenterAugust 1996 - November 2008
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   TreasurerSouthwest Indian Ministries CenterAugust 1996 - November 2008

Education
Indiana Wesleyan University   2004 — 2005
None, Biblical Studies

Southern Local High School   1974 — 1977
Diploma, General

Kris Rondot Kris Rondot Saint Louis, Missouri Details
Kris Rondot's Edward Jones Experience 2012 - Present
Job Events server and bartender at St Louis Country Club
Industry Events Services
Experience
Ladue Florist   2012 - Present
Edward Jones   2012 - Present
St Louis Country Club  2012 - Present
Holly Berry Baking and Catering Co   2009 - 2011
Self employed  2001 - 2009
The College School  September 1997 - July 2001

Skills
Customer Service, Microsoft Excel, English, Outlook, Windows, Research, r, Fundraising, Social Media, Public Relations

Education
Indiana University Bloomington

Garrett Segraves Garrett Segraves Alexandria, Indiana Details
Garrett Segraves's Edward Jones Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   August 2014 - Present
Fifth Third Bank  March 2014 - August 2014
Edward Jones   September 2013 - March 2014
Fastenal  March 2012 - August 2013
The Andersons, Inc.   October 2011 - March 2012
First Farmers Bank & Trust  May 2010 - August 2010
Ed Lord Seeds   May 2009 - August 2009
PepsiCo  May 2007 - September 2007

Skills
Sales

Education
Indiana University-Purdue University at Fort Wayne   2007 — 2011
Bachelor of Science, Business and Management

Mary Desotell Mary Desotell Indianapolis, Indiana Area Details
Mary Desotell's Edward Jones Experience August 2007 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   August 2007 - Present

Education
Indiana University Bloomington

Carla Follensbee Carla Follensbee Marion, Iowa Details
Carla Follensbee's Edward Jones Experience August 1998 - September 2003
Job Sales Associate II at Follett Higher Education Group
Industry Retail
Experience
Follett Higher Education Group  January 2008 - Present
Millhiser Smith  January 2004 - August 2007
Edward Jones   August 1998 - September 2003
Edward Jones   August 1994 - August 1998

Education
Iowa State University
Geology/Earth Science, General

Linn-Mar High School

Jonathan Ryder Jonathan Ryder Glenview, Illinois Details
Jonathan Ryder's Edward Jones Experience June 2010 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones   June 2010 - Present
Hewitt EnnisKnupp  September 2011 - August 2013
Indiana University Men's Soccer   August 2006 - May 2010

Skills
Financial Analysis

Education
Indiana University Bloomington   2006 — 2010
Bachelor's degree, Finance

Pat Shellenberg Pat Shellenberg Louisville, Kentucky Details
Pat Shellenberg's Edward Jones Experience January 1997 - Present
Job Financial advisor
Industry Financial Services
Experience
Edward Jones   January 1997 - Present

Education
Indiana University Bloomington   1982 — 1987

Dan Tannehill Dan Tannehill Phoenix, Arizona Area Details
Dan Tannehill's Edward Jones Experience December 2005 - Present
Job Insurance Licensing at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2005 - Present

Skills
Drums, Art

Education
University of Northern Iowa   1991 — 1994
Bachelor's degree, Communications

Iowa Lakes Community College   1989 — 1991
Associate of Arts (A.A.), General Studies / Commercial Arts

Michael Caley Michael Caley Markle, Indiana Details
Michael Caley's Edward Jones Experience September 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   September 2013 - Present

Skills
Investments, Mutual Funds, Retirement Planning, Wealth Management, Series 7, Investment Advisory, Retirement, Asset Allocation, IRAs, Financial Advisory, Securities, Investment Strategies, 401k, FINRA, Bonds, Portfolio Management, Uniform Combined State..., Equities, 401k Rollovers, Fixed Income, Saving for Education, College Savings Plans

Education
Indiana Wesleyan University   2010 — 2013

Jon Badur Jon Badur Edwardsburg, Michigan Details
Jon Badur's Edward Jones Experience Asst. Vice President Small Business Lending1st Source BankFebruary 1988 - May 1996
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   Asst. Vice President Small Business Lending1st Source BankFebruary 1988 - May 1996

Education
Indiana University South Bend   1990 — 1992
Master of Business Administration (M.B.A.), Finance, General

Valparaiso University   1983 — 1987
Bachelor of Science, Finance, General

Abbas Mehmood Abbas Mehmood Toronto, Canada Area Details
Abbas Mehmood's Edward Jones Experience January 2011 - August 2011
Job Banking Professional
Industry Banking
Experience
TD  September 2013 - Present
CIBC  January 2012 - November 2012
Edward Jones   January 2011 - August 2011
Scotiabank  July 2008 - July 2010
Scotiabank  October 2006 - July 2008
ScotiaMcLeod  September 2005 - September 2006
Scotiabank  November 2003 - August 2005
SaudiPak Leasing Company   March 1999 - August 2001
Altofeek Investment Bank Limited   March 1998 - February 1999
Faysal Bank  February 1989 - August 1998

Skills
Commercial Banking, Retail Banking, Credit Analysis, Project Finance, Mortgage Lending, Working Capital..., Term Sheet Negotiations, International Trade and..., Adjudication & Risk..., Telesales /..., Risk Management, Credit Risk, Business Analysis, Finance, Investments, Underwriting, Strategic Financial..., Loans, Lines Of Credit, Financial Services, Working Capital..., Credit, Financial Analysis, Small Business Lending, Mutual Funds, Residential Mortgages, Private Banking, Insurance, Accounting, Corporate Finance, Financial Risk, Customer Service, Banking, Portfolio Management, Internal Audit, Commercial Mortgages, Sales, Business Development, Analysis, Branch Banking, Commercial Lending, Consumer Lending

Education
Institute of Business Administration   1983 — 1984
Master of Business Administration (MBA), Accounting and Finance, (Canadian equivalency obtained from WES)

Institute of Business Administration   1981 — 1983
Bachelor of Business Administration Hons (BBA Hons), Accounting and Finance, (Canadian equivalency obtained from WES)

University of Karachi   1976 — 1980
BSc(Hons), Economics (Majors) Maths and Stats (Minors), (Canadian equivalency obtained from WES)

Kennetta White Kennetta White Indianapolis, Indiana Area Details
Kennetta White's Edward Jones Experience June 1999 - Present
Job Sr Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 1999 - Present

Education
Indiana Wesleyan University   1972 — 1976
Bachelor of Science (BS), Elementary Education and Teaching

Brian Gargano Brian Gargano Humboldt, Iowa Details
Brian Gargano's Edward Jones Experience November 2005 - March 2008
Job Regional Director at EFM
Industry Information Technology and Services
Experience
Executive Function Management   March 2015 - Present
Cargill  February 2014 - February 2015
BG Holdings Inc   April 2008 - January 2014
Edward Jones   November 2005 - March 2008
Humboldt Newspapers   November 1993 - October 2005
Hormel Foods  August 1992 - October 1993
Hormel Foods  December 1990 - July 1992
Hormel Foods  June 1990 - November 1990

Skills
Sales, Sales Management, Management, Business Development, New Business Development, Supply Chain, Account Management, Strategic Planning, Leadership, Budgets, Public Relations, Marketing, Negotiation, Customer Service

Education
Iowa State University   1986 — 1990
Bachelor of Business Administration (BBA), Marketing

James Waldschmidt James Waldschmidt Saint Louis, Missouri Details
James Waldschmidt's Edward Jones Experience June 1986 - Present
Job Programmer Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 1986 - Present

Skills
Banking, Project Management, Microsoft Office, Business Analysis, SQL, Customer Service, Leadership

Education
Indiana University Bloomington   1974 — 1978
Biological Science B.A.

Indiana University Bloomington   1974 — 1978
BA Biological Sciences

Jan Stovall Jan Stovall Saint Peters, Missouri Details
Jan Stovall's Edward Jones Experience January 2014 - Present
Job Director, Data Center Operations at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2014 - Present

Skills
Data Center, Disaster Recovery, Vendor Management, Folk Dance, Program Management

Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Mathematics

University of Houston
Master of Business Administration (MBA), Management

Ginger Tipton Ginger Tipton Connersville, Indiana Details
Ginger Tipton's Edward Jones Experience May 1998 - Present
Job Sr Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 1998 - Present

Education
Connersville Sr High School   1980 — 1984

Indiana University East
Bachelor of Science (B.S.), Business Administration and Management, General

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