Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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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
Raymond Kline Raymond Kline's Edward Jones Experience March 2000 - June 2007
Job President of Kline's Investments Services of Securities America
Industry Financial Services
Experience
Self-employed July 2007 - Present
Edward Jones March 2000 - June 2007
Skills
Leadership, Marketing, Customer Service, Finance, Investments, Project Management, Managerial Finance, Budgeting, Economics, Marketing Strategy
Education
Kent State University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Self-employed July 2007 - Present
Edward Jones March 2000 - June 2007
Skills
Leadership, Marketing, Customer Service, Finance, Investments, Project Management, Managerial Finance, Budgeting, Economics, Marketing Strategy
Education
Kent State University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Alyssa Cromie Alyssa Cromie's Edward Jones Experience July 2007 - December 2008
Job Mom
Industry Entertainment
Experience
Georgia Aquarium January 2014 - July 2014
Georgia Aquarium November 2012 - January 2014
Georgia Aquarium August 2010 - November 2012
Georgia Aquarium September 2011 - December 2011
Bank of America November 2009 - June 2010
Edward Jones July 2007 - December 2008
Carl Black Automotive Group July 2007 - December 2007
Best Buy February 2005 - April 2007
Skills
Event Planning, Program Management, Event Management, Customer Service, Public Speaking, Microsoft Office, Social Media, Sales, Budgets
Education
Kennesaw State University 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Georgia Aquarium January 2014 - July 2014
Georgia Aquarium November 2012 - January 2014
Georgia Aquarium August 2010 - November 2012
Georgia Aquarium September 2011 - December 2011
Bank of America November 2009 - June 2010
Edward Jones July 2007 - December 2008
Carl Black Automotive Group July 2007 - December 2007
Best Buy February 2005 - April 2007
Skills
Event Planning, Program Management, Event Management, Customer Service, Public Speaking, Microsoft Office, Social Media, Sales, Budgets
Education
Kennesaw State University 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Michael DiPirro Michael DiPirro's Edward Jones Experience November 2010 - May 2011
Job EIS Senior Technical Support at EBSCO Information Services
Industry Consumer Services
Experience
EBSCO Publishing October 2012 - Present
Sports Authority June 2011 - March 2012
Edward Jones November 2010 - May 2011
Skills
Employee Training, Long-term Customer..., Customer Service, Communication Skills, Collaboration, Team Leadership, Troubleshooting, Sales, Training, Leadership, Management, Marketing, Microsoft Office, PowerPoint, Time Management, Public Speaking, Social Media, Communication, Microsoft Excel, Research, Event Planning
Education
Keene State College 2004 — 2008
Bachelor of Arts, Broadcast Journalism
EBSCO Publishing October 2012 - Present
Sports Authority June 2011 - March 2012
Edward Jones November 2010 - May 2011
Skills
Employee Training, Long-term Customer..., Customer Service, Communication Skills, Collaboration, Team Leadership, Troubleshooting, Sales, Training, Leadership, Management, Marketing, Microsoft Office, PowerPoint, Time Management, Public Speaking, Social Media, Communication, Microsoft Excel, Research, Event Planning
Education
Keene State College 2004 — 2008
Bachelor of Arts, Broadcast Journalism
Christina Lindsey Orta CFP® Christina Lindsey Orta CFP®'s Edward Jones Experience 2000 - May 2005
Job Vice President, Lindsey & Lindsey Wealth Management; Financial Advisor, Ascent Wealth Management
Industry Financial Services
Experience
Lindsey & Lindsey Wealth Management January 2014 - Present
Ascent Wealth Management January 2014 - Present
Walton Group of Companies September 2007 - December 2013
Countrywide Home Loans July 2006 - September 2007
Countrywide Home Loans January 2006 - July 2006
Countrywide Home Loans May 2005 - January 2006
Edward Jones 2000 - May 2005
Edward Jones May 2004 - September 2004
CFC Mortgage Bankers 2002 - 2004
Skills
Finance, Sales, Business Development, Salesforce.com, Business Analysis, Certified Financial..., Series 7, Series 24, Series 63, Customer Retention, Customer Satisfaction
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance, General
Kaplan University
Certified Financial Planning, Certified Financial Planner
Lindsey & Lindsey Wealth Management January 2014 - Present
Ascent Wealth Management January 2014 - Present
Walton Group of Companies September 2007 - December 2013
Countrywide Home Loans July 2006 - September 2007
Countrywide Home Loans January 2006 - July 2006
Countrywide Home Loans May 2005 - January 2006
Edward Jones 2000 - May 2005
Edward Jones May 2004 - September 2004
CFC Mortgage Bankers 2002 - 2004
Skills
Finance, Sales, Business Development, Salesforce.com, Business Analysis, Certified Financial..., Series 7, Series 24, Series 63, Customer Retention, Customer Satisfaction
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance, General
Kaplan University
Certified Financial Planning, Certified Financial Planner
Cynthia Early Cynthia Early's Edward Jones Experience December 2008 - December 2013
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
A August 2014 - Present
Edward Jones December 2008 - December 2013
Various June 1983 - September 2006
Skills
Retirement Planning, Retirement, Investments, Estate Planning, Personalization, Strategic Financial..., 401k Rollovers, Life Insurance, High Net Worth..., Income Protection, Fixed Annuities, Disability Insurance, Financial Planning, Insurance, IRA/Roth IRA, Stocks/Bonds, Mutual Funds, 403 b, Asset Allocation, Succession Planning, Financial Services
Education
Kendall College 1999 — 2000
Associate of Arts, Culinary Sciences
University of Wisconsin-Stout 1979 — 1983
Bachelor of Science, Hotel/Restaurant Management
A August 2014 - Present
Edward Jones December 2008 - December 2013
Various June 1983 - September 2006
Skills
Retirement Planning, Retirement, Investments, Estate Planning, Personalization, Strategic Financial..., 401k Rollovers, Life Insurance, High Net Worth..., Income Protection, Fixed Annuities, Disability Insurance, Financial Planning, Insurance, IRA/Roth IRA, Stocks/Bonds, Mutual Funds, 403 b, Asset Allocation, Succession Planning, Financial Services
Education
Kendall College 1999 — 2000
Associate of Arts, Culinary Sciences
University of Wisconsin-Stout 1979 — 1983
Bachelor of Science, Hotel/Restaurant Management
Brian K Nelson, CPA Brian K Nelson, CPA's Edward Jones Experience January 2015 - Present
Job Risk Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Optimized Accounting & Business Solutions, LLC July 2014 - December 2014
Pinnacle West Capital Corporation December 2013 - July 2014
Pinnacle West Capital Corporation March 2011 - November 2013
Barry and Moore, P.C. January 2007 - March 2011
Edward Jones February 2004 - January 2007
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
The University of North Dakota
Bachelor's degree, Psychology
Edward Jones January 2015 - Present
Optimized Accounting & Business Solutions, LLC July 2014 - December 2014
Pinnacle West Capital Corporation December 2013 - July 2014
Pinnacle West Capital Corporation March 2011 - November 2013
Barry and Moore, P.C. January 2007 - March 2011
Edward Jones February 2004 - January 2007
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
The University of North Dakota
Bachelor's degree, Psychology
Warren Noble's Edward Jones Experience 2002 - 2003
Job Sr Lead Applications Support Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters 2004 - Present
Edward Jones 2002 - 2003
Fastenal January 1999 - 2002
Hays Medical Center 1996 - 1998
Education
Kansas State University 1992 — 1996
Bachelor of Science (B.S.), Business/Commerce, General
Kansas State University 1991 — 1996
Bachelor of Arts (B.A.), Business Education
Manhattan High School, Manhattan, KS 1985 — 1989
Thomson Reuters 2004 - Present
Edward Jones 2002 - 2003
Fastenal January 1999 - 2002
Hays Medical Center 1996 - 1998
Education
Kansas State University 1992 — 1996
Bachelor of Science (B.S.), Business/Commerce, General
Kansas State University 1991 — 1996
Bachelor of Arts (B.A.), Business Education
Manhattan High School, Manhattan, KS 1985 — 1989
Clayton Shearer, CFP®'s Edward Jones Experience August 2004 - August 2008
Job CERTIFIED FINANCIAL PLANNER tm
Industry Financial Services
Experience
Wellness Financial Services, Inc February 2010 - Present
Trilogy Financial Services September 2008 - February 2010
Edward Jones August 2004 - August 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Investments, Estate Planning, Retirement, Strategic Financial..., Series 7, 401k, Mutual Funds, IRAs, Financial Advisory
Education
Kansas State University 2002 — 2006
Bachelor's degree, Personal Financial Planning
Wellness Financial Services, Inc February 2010 - Present
Trilogy Financial Services September 2008 - February 2010
Edward Jones August 2004 - August 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Investments, Estate Planning, Retirement, Strategic Financial..., Series 7, 401k, Mutual Funds, IRAs, Financial Advisory
Education
Kansas State University 2002 — 2006
Bachelor's degree, Personal Financial Planning
Kevin Cumiskey Kevin Cumiskey's Edward Jones Experience 2002 - 2004
Job Instructor at Eastern Kentucky University “Come Here. Go Anywhere.”
Industry Higher Education
Experience
Eastern Kentucky University - “Come Here. Go Anywhere.” August 2010 - Present
Oklahoma State University 2004 - 2010
Edward Jones 2002 - 2004
Skills
Student Development, University Teaching, Higher Education, Student Affairs, Teaching, College Teaching, Academic Advising, Adult Education, Curriculum Development, Management, Microsoft Office, Public Speaking, Customer Service, Event Planning, Leadership
Education
Oklahoma State University 2004 — 2010
Doctor of Philosophy (Ph.D.), Marketing
Kansas State University 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pittsburg State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management
Pittsburg State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics
Eastern Kentucky University - “Come Here. Go Anywhere.” August 2010 - Present
Oklahoma State University 2004 - 2010
Edward Jones 2002 - 2004
Skills
Student Development, University Teaching, Higher Education, Student Affairs, Teaching, College Teaching, Academic Advising, Adult Education, Curriculum Development, Management, Microsoft Office, Public Speaking, Customer Service, Event Planning, Leadership
Education
Oklahoma State University 2004 — 2010
Doctor of Philosophy (Ph.D.), Marketing
Kansas State University 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pittsburg State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management
Pittsburg State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics
Dara Robb's Edward Jones Experience May 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Minuteman Press May 2004 - April 2010
Education
Kansas State University 1998 — 2002
Bachelor's of Science, Phsychology & English
Edward Jones May 2010 - Present
Minuteman Press May 2004 - April 2010
Education
Kansas State University 1998 — 2002
Bachelor's of Science, Phsychology & English
Tara Viehman's Edward Jones Experience July 2008 - March 2009
Job Financial Advisor Integration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors July 2012 - November 2014
J.P. Morgan March 2009 - April 2011
Edward Jones July 2008 - March 2009
Skills
Retirement Planning, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Wealth Management, Securities, Fixed Income, Series 63, Equities, Asset Allocation, Banking, Data Analysis, Business Analysis
Education
University of Phoenix-Phoenix-Hohokam Campus 2001 — 2003
Master of Business Administration (MBA), International Business, A
Kansas State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors July 2012 - November 2014
J.P. Morgan March 2009 - April 2011
Edward Jones July 2008 - March 2009
Skills
Retirement Planning, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Wealth Management, Securities, Fixed Income, Series 63, Equities, Asset Allocation, Banking, Data Analysis, Business Analysis
Education
University of Phoenix-Phoenix-Hohokam Campus 2001 — 2003
Master of Business Administration (MBA), International Business, A
Kansas State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Bryan E Davidson Bryan E Davidson's Edward Jones Experience October 2007 - April 2010
Job Financial Advisor at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
PNC Investments February 2011 - September 2014
JPMorgan Chase April 2010 - October 2010
Edward Jones October 2007 - April 2010
Associated Bank March 2005 - October 2007
Skills
Finance, Marketing, Wellness, Customer Service, Leadership, Team Building, Social Networking, Small Business, Public Speaking, Social Media Marketing, Strategic Planning, Sales Management, Management, Public Relations, Leadership Development, Home Based Business, Marketing Strategy, Online Marketing, Social Media, Banking, Investments, Credit, Risk Management
Education
Kaplan University
Series 7 Brokerage, Banking, Corporate, Finance, and Securities Law
Kaplan University
Series 66 Brokerage
BMO Financial Group September 2014 - Present
PNC Investments February 2011 - September 2014
JPMorgan Chase April 2010 - October 2010
Edward Jones October 2007 - April 2010
Associated Bank March 2005 - October 2007
Skills
Finance, Marketing, Wellness, Customer Service, Leadership, Team Building, Social Networking, Small Business, Public Speaking, Social Media Marketing, Strategic Planning, Sales Management, Management, Public Relations, Leadership Development, Home Based Business, Marketing Strategy, Online Marketing, Social Media, Banking, Investments, Credit, Risk Management
Education
Kaplan University
Series 7 Brokerage, Banking, Corporate, Finance, and Securities Law
Kaplan University
Series 66 Brokerage
Kirsten Stuntz Kirsten Stuntz's Edward Jones Experience April 2001 - September 2001
Job Sr. Contract Manager at Microsoft
Industry Computer Software
Experience
Microsoft September 2010 - Present
Microsoft August 2004 - September 2010
Microsoft January 2002 - August 2004
Edward Jones April 2001 - September 2001
Microsoft August 1999 - January 2001
Olympic Boat Center September 1997 - August 1999
Skills
Contract Management, Program Management, Partner Management, Strategic Partnerships, SharePoint, Project Management, Management, Process Improvement, Vendor Management, Contract Negotiation, Video Games, Business Analysis, Team Leadership, Strategic Planning, Licensing, Analysis, CRM, Budgets, Microsoft Excel, Leadership
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.)
Washington State University 1983 — 1988
Bachelor of Arts, Anthropology
Microsoft September 2010 - Present
Microsoft August 2004 - September 2010
Microsoft January 2002 - August 2004
Edward Jones April 2001 - September 2001
Microsoft August 1999 - January 2001
Olympic Boat Center September 1997 - August 1999
Skills
Contract Management, Program Management, Partner Management, Strategic Partnerships, SharePoint, Project Management, Management, Process Improvement, Vendor Management, Contract Negotiation, Video Games, Business Analysis, Team Leadership, Strategic Planning, Licensing, Analysis, CRM, Budgets, Microsoft Excel, Leadership
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.)
Washington State University 1983 — 1988
Bachelor of Arts, Anthropology
Courtney Healey Courtney Healey's Edward Jones Experience January 2007 - June 2007
Job Accountant
Industry Accounting
Experience
KapConsulting July 2014 - August 2014
PetSmart March 2012 - June 2013
The Exchange August 2010 - December 2010
Edward Jones January 2007 - June 2007
Skills
Payroll, Accounts Receivable, Accounts Payable, Auditing, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
Kaplan University 2011 — 2014
Bachelor of Science (B.S.), Accounting, 3.13 GPA
KapConsulting July 2014 - August 2014
PetSmart March 2012 - June 2013
The Exchange August 2010 - December 2010
Edward Jones January 2007 - June 2007
Skills
Payroll, Accounts Receivable, Accounts Payable, Auditing, Financial Statement..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
Kaplan University 2011 — 2014
Bachelor of Science (B.S.), Accounting, 3.13 GPA
Austin Nielson Austin Nielson's Edward Jones Experience January 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Jones International University September 2012 - January 2014
Jones International University June 2012 - August 2012
Jones International University January 2011 - June 2012
Best Buy October 2006 - May 2011
Jones International University August 2010 - January 2011
Delta Tau Delta Fraternity – Greeley, CO November 2006 - May 2010
University of Northern Colorado August 2006 - May 2008
Skills
Finance, Strategic Financial..., Financial Services, Financial Modeling, Training, Customer Service, Leadership, Budgets, Higher Education, Staff Development, Time Management, Public Speaking, Team Building, Sales, E-Learning, Instructional Design, Adult Education, Educational Technology, Technical Writing, Research, Teaching, Data Analysis, Data Entry, Microsoft Office, Outlook, Workshop Facilitation, Software Documentation, Project Management, Financial Risk
Education
Jones International University 2011 — 2012
Master of Business Administration (MBA), Project Management
University of Northern Colorado 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones January 2014 - Present
Jones International University September 2012 - January 2014
Jones International University June 2012 - August 2012
Jones International University January 2011 - June 2012
Best Buy October 2006 - May 2011
Jones International University August 2010 - January 2011
Delta Tau Delta Fraternity – Greeley, CO November 2006 - May 2010
University of Northern Colorado August 2006 - May 2008
Skills
Finance, Strategic Financial..., Financial Services, Financial Modeling, Training, Customer Service, Leadership, Budgets, Higher Education, Staff Development, Time Management, Public Speaking, Team Building, Sales, E-Learning, Instructional Design, Adult Education, Educational Technology, Technical Writing, Research, Teaching, Data Analysis, Data Entry, Microsoft Office, Outlook, Workshop Facilitation, Software Documentation, Project Management, Financial Risk
Education
Jones International University 2011 — 2012
Master of Business Administration (MBA), Project Management
University of Northern Colorado 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Jason Perez's Edward Jones Experience February 2014 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Morgan Stanley Wealth Management March 2013 - December 2013
J5 Financial Group Inc. September 2011 - March 2013
Bank of America November 2008 - September 2011
Citi November 2005 - November 2008
Osco Drug 2002 - 2005
Skills
Loans, Mortgage Lending, Banking, Credit, Portfolio Management, Finance, Underwriting, Loan Origination, Credit Analysis, Commercial Lending, Financial Analysis, Investments, Asset Managment, Retail, Real Estate, Leadership, Risk Management, Financial Services, Mutual Funds, Strategic Financial..., Wealth Management, Securities, Investment Advisory, Asset Management, Commercial Banking, Small Business Lending, Financial Planning
Education
Urban League Multicultural Institute 2003 — 2003
Leadership
Kansas State University 2000 — 2002
Bachelors, Management Information Systems
Johnson County Community College 1998 — 2000
Business Administration and Management, General
Garden City Community College 1996 — 1998
Mathematics and Computer Science
Edward Jones February 2014 - Present
Morgan Stanley Wealth Management March 2013 - December 2013
J5 Financial Group Inc. September 2011 - March 2013
Bank of America November 2008 - September 2011
Citi November 2005 - November 2008
Osco Drug 2002 - 2005
Skills
Loans, Mortgage Lending, Banking, Credit, Portfolio Management, Finance, Underwriting, Loan Origination, Credit Analysis, Commercial Lending, Financial Analysis, Investments, Asset Managment, Retail, Real Estate, Leadership, Risk Management, Financial Services, Mutual Funds, Strategic Financial..., Wealth Management, Securities, Investment Advisory, Asset Management, Commercial Banking, Small Business Lending, Financial Planning
Education
Urban League Multicultural Institute 2003 — 2003
Leadership
Kansas State University 2000 — 2002
Bachelors, Management Information Systems
Johnson County Community College 1998 — 2000
Business Administration and Management, General
Garden City Community College 1996 — 1998
Mathematics and Computer Science
Paige Brooks Fowler's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Lincoln Financial Distributors September 2009 - August 2013
Hartford Life March 2008 - September 2009
Bank of America Investments (currently Merrill Lynch) June 2006 - March 2008
Skills
Life Insurance, Insurance, Retirement Planning, Financial Advisory, Finance, Series 7, Mutual Funds, Marketing, Variable Annuities, CLTC, Sales, Public Speaking, Uniform Combined State..., Long Term Care, Series 66
Education
Kansas State University 1991 — 1994
BS, Psychology
Edward Jones September 2013 - Present
Lincoln Financial Distributors September 2009 - August 2013
Hartford Life March 2008 - September 2009
Bank of America Investments (currently Merrill Lynch) June 2006 - March 2008
Skills
Life Insurance, Insurance, Retirement Planning, Financial Advisory, Finance, Series 7, Mutual Funds, Marketing, Variable Annuities, CLTC, Sales, Public Speaking, Uniform Combined State..., Long Term Care, Series 66
Education
Kansas State University 1991 — 1994
BS, Psychology
Chris DePew Chris DePew's Edward Jones Experience January 2012 - September 2012
Job AL.com Alabama Media Services
Industry Writing and Editing
Experience
Edward Jones January 2012 - September 2012
YP (formerly AT&T Advertising Solutions) October 2008 - January 2012
LeaseLinc LLC January 2007 - October 2008
Rome News-Tribune February 2003 - June 2006
Valdosta Daily Times July 2001 - February 2003
Jackson County Floridan June 2000 - July 2001
Franklin County Times May 1999 - June 2000
Skills
Customer Retention, Account Management, Customer Satisfaction, Social Media, Marketing, Facebook, Sales Presentations, Social Networking, Sales Process, Advertising, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Call Center, Team Leadership, Time Management, QuarkXPress, Photoshop, Writing, Editing, Copy Editing, Marketing Copy, Newspaper, Newspaper Design, Sports Writing, Pagination, Series 7, Series 66
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
University of Alabama
Edward Jones January 2012 - September 2012
YP (formerly AT&T Advertising Solutions) October 2008 - January 2012
LeaseLinc LLC January 2007 - October 2008
Rome News-Tribune February 2003 - June 2006
Valdosta Daily Times July 2001 - February 2003
Jackson County Floridan June 2000 - July 2001
Franklin County Times May 1999 - June 2000
Skills
Customer Retention, Account Management, Customer Satisfaction, Social Media, Marketing, Facebook, Sales Presentations, Social Networking, Sales Process, Advertising, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Call Center, Team Leadership, Time Management, QuarkXPress, Photoshop, Writing, Editing, Copy Editing, Marketing Copy, Newspaper, Newspaper Design, Sports Writing, Pagination, Series 7, Series 66
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
University of Alabama
Josh Fernandez Josh Fernandez's Edward Jones Experience October 2013 - January 2015
Job Owner at Dana Fernandez Photography
Industry Photography
Experience
Dana Fernandez Photography January 2015 - Present
Edward Jones October 2013 - January 2015
AT&T April 2013 - October 2013
HACEMOS AT&T ERG July 2012 - October 2013
AT&T Mobility June 2011 - March 2013
AT&T Mobility July 2010 - July 2011
AT&T Mobility November 2009 - July 2010
United States Marine Corps June 2000 - May 2007
Skills
Solution Selling, Account Management, Sales Management, Customer Service, Microsoft Office, Strategic Planning, Telecommunications, Wireless, Microsoft Excel, Product Marketing, Direct Sales, Contract Negotiation, Customer Satisfaction, Sales, Management, Sales Operations, Product Development
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (M.B.A.)
Texas A&M University 2000 — 2007
Spanish, Spanish, Business
STH
Dana Fernandez Photography January 2015 - Present
Edward Jones October 2013 - January 2015
AT&T April 2013 - October 2013
HACEMOS AT&T ERG July 2012 - October 2013
AT&T Mobility June 2011 - March 2013
AT&T Mobility July 2010 - July 2011
AT&T Mobility November 2009 - July 2010
United States Marine Corps June 2000 - May 2007
Skills
Solution Selling, Account Management, Sales Management, Customer Service, Microsoft Office, Strategic Planning, Telecommunications, Wireless, Microsoft Excel, Product Marketing, Direct Sales, Contract Negotiation, Customer Satisfaction, Sales, Management, Sales Operations, Product Development
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (M.B.A.)
Texas A&M University 2000 — 2007
Spanish, Spanish, Business
STH
Kathryn Murnane Kathryn Murnane's Edward Jones Experience November 2013 - May 2014
Job Managed Care and Rehabilitation at the State Boards of Workers' Compensation
Industry Legal Services
Experience
State Board of Workers' Compensation May 2014 - Present
Edward Jones November 2013 - May 2014
St. Catherine of Siena Catholic Church February 2013 - February 2014
The Atlanta Beat January 2011 - November 2011
Skills
Social Media, Customer Service, Event Planning, Leadership, Event Management, Sales, Public Speaking, Sports, Teaching, Sports Marketing, Social Networking, Microsoft Office, Sports Management, Fundraising, Facebook, PowerPoint, Workers Compensation, Workers' Compensation..., State Government, Social Media Marketing, Group Presentations, Privacy Compliance
Education
Kennesaw State University 2005 — 2010
Bachelors of Science, Communications/Public Relations
Kennesaw State University 2005 — 2010
Bachelors of Sciene, Communcation- Public Relations
State Board of Workers' Compensation May 2014 - Present
Edward Jones November 2013 - May 2014
St. Catherine of Siena Catholic Church February 2013 - February 2014
The Atlanta Beat January 2011 - November 2011
Skills
Social Media, Customer Service, Event Planning, Leadership, Event Management, Sales, Public Speaking, Sports, Teaching, Sports Marketing, Social Networking, Microsoft Office, Sports Management, Fundraising, Facebook, PowerPoint, Workers Compensation, Workers' Compensation..., State Government, Social Media Marketing, Group Presentations, Privacy Compliance
Education
Kennesaw State University 2005 — 2010
Bachelors of Science, Communications/Public Relations
Kennesaw State University 2005 — 2010
Bachelors of Sciene, Communcation- Public Relations
Kirby Vance Kirby Vance's Edward Jones Experience March 2014 - Present
Job Make Your Own Opportunities
Industry Financial Services
Experience
Edward Jones March 2014 - Present
CGI Communications July 2013 - March 2014
Oryx Inc. December 2012 - June 2013
CROSSMARK August 2012 - December 2012
Thalman Chiropractic May 2012 - August 2012
Southern Illinois University January 2012 - May 2012
Wal-Mart May 2009 - May 2011
Skills
Facebook, Event Planning, Marketing Research, Social Media Marketing, Social Media, Twitter, Sales, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Management
Education
Southern Illinois University Carbondale College of Business
Bachelors of Science, Marketing
Kaskaskia College
Associates, Arts
Edward Jones March 2014 - Present
CGI Communications July 2013 - March 2014
Oryx Inc. December 2012 - June 2013
CROSSMARK August 2012 - December 2012
Thalman Chiropractic May 2012 - August 2012
Southern Illinois University January 2012 - May 2012
Wal-Mart May 2009 - May 2011
Skills
Facebook, Event Planning, Marketing Research, Social Media Marketing, Social Media, Twitter, Sales, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Management
Education
Southern Illinois University Carbondale College of Business
Bachelors of Science, Marketing
Kaskaskia College
Associates, Arts
Ryan Stainbrook's Edward Jones Experience August 2010 - June 2012
Job District Sales Manager at Lewis Hybrids
Industry Farming
Experience
Monsanto November 2013 - Present
Frontier Ag Inc March 2012 - October 2013
LPL Financial May 2012 - March 2013
Edward Jones August 2010 - June 2012
Ncta college of Technical agriculture August 2008 - August 2010
Skills
Crop Insurance, Grain Marketing, Financial Analysis, Commercial Lending, Livestock Judging, University Teaching, Animal Science, Agriculture, Strategic Planning, Grain, Leadership, Customer Service, Marketing Strategy
Education
University of Nebraska-Lincoln 2005 — 2006
Graduate Work, Ag Leadership, Education, Communication
Kansas State University 2003 — 2004
BS, Animal Sciences
Northeastern Oklahoma A&M College 2000 — 2002
Associate's degree, Agriculture, General
Monsanto November 2013 - Present
Frontier Ag Inc March 2012 - October 2013
LPL Financial May 2012 - March 2013
Edward Jones August 2010 - June 2012
Ncta college of Technical agriculture August 2008 - August 2010
Skills
Crop Insurance, Grain Marketing, Financial Analysis, Commercial Lending, Livestock Judging, University Teaching, Animal Science, Agriculture, Strategic Planning, Grain, Leadership, Customer Service, Marketing Strategy
Education
University of Nebraska-Lincoln 2005 — 2006
Graduate Work, Ag Leadership, Education, Communication
Kansas State University 2003 — 2004
BS, Animal Sciences
Northeastern Oklahoma A&M College 2000 — 2002
Associate's degree, Agriculture, General
Charwan Allen Charwan Allen's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator, Edward Jones
Industry Consumer Services
Experience
Edward Jones May 2015 - Present
Enterprise Rent-A-Car June 2011 - June 2014
Achievement Center May 2009 - May 2011
Partnership Erie January 2009 - May 2011
Maryland-National Capital Park and Planning Commission May 2006 - December 2010
Skills
Information Technology, Information Management, Information Security..., Information Security..., Website Development, Web Applications, Database Administration, Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Operations Management, Microsoft Operating..., Visual Basic, SAP ERP, Oracle SQL, Organizational..., Team Leadership, Situational Leadership, Sales Management, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Team Building, Training, Time Management, Budgets
Education
Jones International University 2011 — 2014
MBA in Information Security, Business Administration/Information Security
Pennsylvania State University-Erie Campus 2006 — 2010
Management Information Systems, Operations Management/Marketing
Edward Jones May 2015 - Present
Enterprise Rent-A-Car June 2011 - June 2014
Achievement Center May 2009 - May 2011
Partnership Erie January 2009 - May 2011
Maryland-National Capital Park and Planning Commission May 2006 - December 2010
Skills
Information Technology, Information Management, Information Security..., Information Security..., Website Development, Web Applications, Database Administration, Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Operations Management, Microsoft Operating..., Visual Basic, SAP ERP, Oracle SQL, Organizational..., Team Leadership, Situational Leadership, Sales Management, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Team Building, Training, Time Management, Budgets
Education
Jones International University 2011 — 2014
MBA in Information Security, Business Administration/Information Security
Pennsylvania State University-Erie Campus 2006 — 2010
Management Information Systems, Operations Management/Marketing
Kali Daniel Kali Daniel's Edward Jones Experience June 2012 - September 2012
Job Mathematics Teacher at Sequoyah High School
Industry Primary/Secondary Education
Experience
Sequoyah High School August 2014 - Present
Blue Sombrero March 2013 - July 2014
Pope High School October 2012 - December 2012
Edward Jones June 2012 - September 2012
Camden County High School August 2010 - May 2012
Skills
Education, Mathematics, Customer Service, Customer Satisfaction, Sales, Strategic Financial..., Teaching, Legal Writing, Writing, Organization, Credit, Curriculum Design, Java, Leadership, Microsoft Office, Problem Solving, Strategic Planning, Teachers, Trading, Sports, Microsoft Word, Athletics, Microsoft Excel, Research, Social Media, PowerPoint, Public Speaking
Education
University of Georgia Continuing Education Center 2012 — 2012
Associate's degree, Paralegal
Kennesaw State University 2007 — 2010
Bachelor of Science (BS), Mathematics Teacher Education
The University of Georgia 2006 — 2007
Sequoyah High School August 2014 - Present
Blue Sombrero March 2013 - July 2014
Pope High School October 2012 - December 2012
Edward Jones June 2012 - September 2012
Camden County High School August 2010 - May 2012
Skills
Education, Mathematics, Customer Service, Customer Satisfaction, Sales, Strategic Financial..., Teaching, Legal Writing, Writing, Organization, Credit, Curriculum Design, Java, Leadership, Microsoft Office, Problem Solving, Strategic Planning, Teachers, Trading, Sports, Microsoft Word, Athletics, Microsoft Excel, Research, Social Media, PowerPoint, Public Speaking
Education
University of Georgia Continuing Education Center 2012 — 2012
Associate's degree, Paralegal
Kennesaw State University 2007 — 2010
Bachelor of Science (BS), Mathematics Teacher Education
The University of Georgia 2006 — 2007
Oren Zarif, MBA Oren Zarif, MBA's Edward Jones Experience June 2007 - March 2008
Job Graduate Admissions Advisor Team Lead at Kaplan University
Industry Education Management
Experience
Kaplan University April 2008 - Present
Edward Jones June 2007 - March 2008
Skills
Finance, Public Speaking, Event Planning, Student Financial Aid, Retirement Planning, Social Media, Strategic Financial..., Marketing Strategy, Customer Retention, Educational Consulting, Microsoft Excel, Fundraising, Marketing Communications, Series 7, Direct Sales, Investments, Business Strategy, Leadership Development, Team Leadership, College Recruiting, Microsoft Office, Sales, Marketing, Recruiting, PowerPoint, Customer Service, Leadership, Management, Coaching, Budgets, Cold Calling, Training, Social Networking, Higher Education, Admissions, Microsoft Word, Financial Analysis, Admissions Counseling
Education
Kaplan University-Davenport Campus 2009 — 2011
Masters, Business Administration
University of Central Florida 2003 — 2007
Bachelors, Marketing
Kaplan University April 2008 - Present
Edward Jones June 2007 - March 2008
Skills
Finance, Public Speaking, Event Planning, Student Financial Aid, Retirement Planning, Social Media, Strategic Financial..., Marketing Strategy, Customer Retention, Educational Consulting, Microsoft Excel, Fundraising, Marketing Communications, Series 7, Direct Sales, Investments, Business Strategy, Leadership Development, Team Leadership, College Recruiting, Microsoft Office, Sales, Marketing, Recruiting, PowerPoint, Customer Service, Leadership, Management, Coaching, Budgets, Cold Calling, Training, Social Networking, Higher Education, Admissions, Microsoft Word, Financial Analysis, Admissions Counseling
Education
Kaplan University-Davenport Campus 2009 — 2011
Masters, Business Administration
University of Central Florida 2003 — 2007
Bachelors, Marketing
Joshua Houle Joshua Houle's Edward Jones Experience February 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
USA & Germany November 1996 - May 2000
Education
Keene State College 1992 — 1996
Occupational Safety
Edward Jones February 2011 - Present
USA & Germany November 1996 - May 2000
Education
Keene State College 1992 — 1996
Occupational Safety
Kay AuWerter's Edward Jones Experience February 2009 - September 2011
Job Financial Advisor, Stratos Wealth Partners, Hudson, OH. Phone: 2342005412 or (Cell) 4405472742
Industry Financial Services
Experience
Stratos Wealth Partners August 2012 - Present
Kennard Financial Services, 2011 - September 2012
Edward Jones February 2009 - September 2011
AXA Advisors December 2007 - February 2009
Progressive Insurance May 1987 - November 2005
Skills
Estate Planning, Retirement Planning, IRAs, Investments, Financial Analysis, Financial Planning, Life Insurance..., Life Insurance, Long Term Care, Annuity Sales, Client Education, Disability Insurance, Non-profit fund raising, Commercial Insurance, College Savings Plans, Fixed Annuities, Retirement, Wealth Management, Financial Advisory
Education
Purdue University
Bachelor of Science, Hospitality Management
Kent State University
MBA, Finance
Stratos Wealth Partners August 2012 - Present
Kennard Financial Services, 2011 - September 2012
Edward Jones February 2009 - September 2011
AXA Advisors December 2007 - February 2009
Progressive Insurance May 1987 - November 2005
Skills
Estate Planning, Retirement Planning, IRAs, Investments, Financial Analysis, Financial Planning, Life Insurance..., Life Insurance, Long Term Care, Annuity Sales, Client Education, Disability Insurance, Non-profit fund raising, Commercial Insurance, College Savings Plans, Fixed Annuities, Retirement, Wealth Management, Financial Advisory
Education
Purdue University
Bachelor of Science, Hospitality Management
Kent State University
MBA, Finance
Tom Albers's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Farmers Insurance September 2004 - April 2012
Universal Group Underwriters, LLC October 1986 - October 2001
Skills
Time Management, Real Estate, Strategic Planning, Microsoft Excel, Research, PowerPoint, Project Management, Marketing Strategy, Litigation, Branding & Identity, Microsoft Word, Marketing, Risk Management, Insurance, Customer Service, Leadership, Sales, Small Business
Education
Kansas State University 1980 — 1984
Edward Jones April 2013 - Present
Farmers Insurance September 2004 - April 2012
Universal Group Underwriters, LLC October 1986 - October 2001
Skills
Time Management, Real Estate, Strategic Planning, Microsoft Excel, Research, PowerPoint, Project Management, Marketing Strategy, Litigation, Branding & Identity, Microsoft Word, Marketing, Risk Management, Insurance, Customer Service, Leadership, Sales, Small Business
Education
Kansas State University 1980 — 1984
Gary Schneck's Edward Jones Experience May 1983 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 1983 - Present
Education
Kansas State University 1975 — 1976
Master of Science, Mechanical Engineering
Kansas State University 1971 — 1975
Bachelor of Science, Mechanical Engineering
Edward Jones May 1983 - Present
Education
Kansas State University 1975 — 1976
Master of Science, Mechanical Engineering
Kansas State University 1971 — 1975
Bachelor of Science, Mechanical Engineering
Sean Groves Sean Groves's Edward Jones Experience June 2004 - August 2008
Job Advisor, Strategy & Analytics Global Sourcing at Cardinal Health
Industry Pharmaceuticals
Experience
Cardinal Health October 2014 - Present
Cardinal Health May 2013 - October 2014
Cardinal Health May 2011 - May 2013
Cardinal Health August 2009 - May 2011
Cardinal Health March 2009 - August 2009
Innovative Notions at Kent (Ink) August 2008 - December 2008
Edward Jones June 2004 - August 2008
Entrepreneurship Lab August 2007 - May 2008
Fairmount Properties November 2007 - March 2008
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Data Analysis, Budgeting, Forecasting, Deal Structuring, Strategic Sourcing, Distribution, Excel, Business Intelligence, Business Strategy, Business Objects, Entrepreneurship, Social Media, Strategic Consulting, Lean Sigma, Healthcare, Pharmaceuticals, Industry Analysis, Market Research, Presentation Development, Microsoft Excel, Process Improvement, Analysis, Budgets, Leadership, Strategy, Finance
Education
Kent State University - Graduate School of Management 2007 — 2008
MBA, Finance
Kent State University 2004 — 2007
BBA, Finance, Economics
Cardinal Health October 2014 - Present
Cardinal Health May 2013 - October 2014
Cardinal Health May 2011 - May 2013
Cardinal Health August 2009 - May 2011
Cardinal Health March 2009 - August 2009
Innovative Notions at Kent (Ink) August 2008 - December 2008
Edward Jones June 2004 - August 2008
Entrepreneurship Lab August 2007 - May 2008
Fairmount Properties November 2007 - March 2008
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Data Analysis, Budgeting, Forecasting, Deal Structuring, Strategic Sourcing, Distribution, Excel, Business Intelligence, Business Strategy, Business Objects, Entrepreneurship, Social Media, Strategic Consulting, Lean Sigma, Healthcare, Pharmaceuticals, Industry Analysis, Market Research, Presentation Development, Microsoft Excel, Process Improvement, Analysis, Budgets, Leadership, Strategy, Finance
Education
Kent State University - Graduate School of Management 2007 — 2008
MBA, Finance
Kent State University 2004 — 2007
BBA, Finance, Economics
Jeremy Baynes Jeremy Baynes's Edward Jones Experience March 2002 - March 2013
Job Associate Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Edward Jones March 2002 - March 2013
US Navy January 1995 - January 2001
Skills
401k Rollovers, Retirement Planning, Investments, Financial Services, Traditional Ira and..., Risk Management and...
Education
Kent State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors March 2013 - Present
Edward Jones March 2002 - March 2013
US Navy January 1995 - January 2001
Skills
401k Rollovers, Retirement Planning, Investments, Financial Services, Traditional Ira and..., Risk Management and...
Education
Kent State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Ken O'Leary Ken O'Leary's Edward Jones Experience August 1998 - August 2011
Job Wealth Management Advisor at Woodstock Financial Group
Industry Investment Management
Experience
Woodstock Financial Group August 2011 - Present
Edward Jones August 1998 - August 2011
Edward Jones August 1998 - August 2011
Skills
Investments, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Insurance, Education Funding, Long Term Care Insurance, Business Insurance, Disability Insurance, 401k, 401k Rollovers, IRAs, Roth IRA, SEP Retirement Plans, Roth 401k Plans, Sole Proprietor..., Simple IRA
Education
University of West Georgia 1995 — 1997
MED, Counseling
Kent State University
Bachelor of Science (BS)
Woodstock Financial Group August 2011 - Present
Edward Jones August 1998 - August 2011
Edward Jones August 1998 - August 2011
Skills
Investments, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Insurance, Education Funding, Long Term Care Insurance, Business Insurance, Disability Insurance, 401k, 401k Rollovers, IRAs, Roth IRA, SEP Retirement Plans, Roth 401k Plans, Sole Proprietor..., Simple IRA
Education
University of West Georgia 1995 — 1997
MED, Counseling
Kent State University
Bachelor of Science (BS)
Dick Billeter Dick Billeter's Edward Jones Experience June 2009 - January 2011
Job (MBA, PMP) Knowledge/Project Manager, IT Commercialization/Best Practices, CEVA Logistics
Industry Information Technology and Services
Experience
CEVA Logistics October 2012 - Present
Experis IT December 2011 - November 2012
Randstad Technologies US July 2011 - October 2011
Edward Jones June 2009 - January 2011
Citi August 2000 - May 2009
Cox Interactive Media September 1998 - August 2000
Naples Daily News June 1996 - September 1998
Akron Beacon Journal April 1995 - June 1996
Skills
SharePoint, SDLC, JavaScript, Process Improvement, Project Management, HTML, CSS, Salesforce.com, Dreamweaver, Usability, Websphere, Technical Writing, Photoshop, Sales, JSP, Finance, Lectora, Learning Management, Knowledge Management, Best Practices, Digital Journalism, Technical Training, E-Learning, CRM, Strategy, Software Documentation, Requirements Analysis, Training
Education
Nova Southeastern University 2004 — 2006
Masters, Business Administration
Kent State University 1995 — 2000
Masters, Journalism
The University of Akron 1987 — 1991
Bachelors, Communication
CEVA Logistics October 2012 - Present
Experis IT December 2011 - November 2012
Randstad Technologies US July 2011 - October 2011
Edward Jones June 2009 - January 2011
Citi August 2000 - May 2009
Cox Interactive Media September 1998 - August 2000
Naples Daily News June 1996 - September 1998
Akron Beacon Journal April 1995 - June 1996
Skills
SharePoint, SDLC, JavaScript, Process Improvement, Project Management, HTML, CSS, Salesforce.com, Dreamweaver, Usability, Websphere, Technical Writing, Photoshop, Sales, JSP, Finance, Lectora, Learning Management, Knowledge Management, Best Practices, Digital Journalism, Technical Training, E-Learning, CRM, Strategy, Software Documentation, Requirements Analysis, Training
Education
Nova Southeastern University 2004 — 2006
Masters, Business Administration
Kent State University 1995 — 2000
Masters, Journalism
The University of Akron 1987 — 1991
Bachelors, Communication
Carla Null's Edward Jones Experience 1985 - 1994
Job Client Services Coordinator at Juhnke Financial Group
Industry Financial Services
Experience
Juhnke Financial Group December 2010 - Present
Dillon's Pharmacy December 2008 - January 2011
YMCA December 2007 - June 2010
Cessna Aircraft Company, Independence, KS October 1996 - May 2005
Edward Jones 1985 - 1994
Skills
Marketing, Investments, Customer Service, Team Building, Budgets, Data Entry, Insurance, Auditing, Coaching
Education
Independence Community College
AA, Business
Kansas State University
BS, Business/Physical Education
Juhnke Financial Group December 2010 - Present
Dillon's Pharmacy December 2008 - January 2011
YMCA December 2007 - June 2010
Cessna Aircraft Company, Independence, KS October 1996 - May 2005
Edward Jones 1985 - 1994
Skills
Marketing, Investments, Customer Service, Team Building, Budgets, Data Entry, Insurance, Auditing, Coaching
Education
Independence Community College
AA, Business
Kansas State University
BS, Business/Physical Education
Brandon Coblentz's Edward Jones Experience October 2011 - August 2014
Job Financial Advisor
Industry Financial Services
Experience
Securities America Inc. December 2014 - Present
Edward Jones October 2011 - August 2014
Skills
Wealth Management, Strategic Financial..., Investments, Investment Strategies, 401k, Portfolio Management, Disability Insurance, Bonds, Saving for Education, Term Life Insurance, Series 7, Whole Life, Stocks, Equities, Savings, Long-term Care, 401k Rollovers, Investment Advisory, IRAs, Retirement, Retirement Planning, Fixed Annuities, Wealth Accumulation, Life Insurance, Long Term Care Insurance, Asset Allocation, Estate Planning, Team Building
Education
Troy State University 2007 — 2008
Master of Science (M.Sc.)
Kennesaw State University 1999 — 2004
Bachelor's degree, Psychology
Securities America Inc. December 2014 - Present
Edward Jones October 2011 - August 2014
Skills
Wealth Management, Strategic Financial..., Investments, Investment Strategies, 401k, Portfolio Management, Disability Insurance, Bonds, Saving for Education, Term Life Insurance, Series 7, Whole Life, Stocks, Equities, Savings, Long-term Care, 401k Rollovers, Investment Advisory, IRAs, Retirement, Retirement Planning, Fixed Annuities, Wealth Accumulation, Life Insurance, Long Term Care Insurance, Asset Allocation, Estate Planning, Team Building
Education
Troy State University 2007 — 2008
Master of Science (M.Sc.)
Kennesaw State University 1999 — 2004
Bachelor's degree, Psychology
Janie Damewood Janie Damewood's Edward Jones Experience March 2012 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Kaplan College August 2008 - April 2011
Ladd Dental Group, Inc. November 2005 - August 2008
Skills
Microsoft Office, Multi-line Phone, Filing, Skilled at learning new..., Mentoring Of Staff, Facilitate and Perform..., Spreadsheets, Office Management, Office Administration, Data Entry, Office Equipment, Confidentiality, Organization, Fax, Calendars, Administrative Work, Microsoft Publisher, Clerical Work, Travel Arrangements, Microsoft Word, Photography, Executive Support, Administration
Education
Kaplan University 2009 — 2011
Working on Bachelors, Business Administration and Management, General
IUPUI 2009 — 2009
Computer Science
Edward Jones March 2012 - Present
Kaplan College August 2008 - April 2011
Ladd Dental Group, Inc. November 2005 - August 2008
Skills
Microsoft Office, Multi-line Phone, Filing, Skilled at learning new..., Mentoring Of Staff, Facilitate and Perform..., Spreadsheets, Office Management, Office Administration, Data Entry, Office Equipment, Confidentiality, Organization, Fax, Calendars, Administrative Work, Microsoft Publisher, Clerical Work, Travel Arrangements, Microsoft Word, Photography, Executive Support, Administration
Education
Kaplan University 2009 — 2011
Working on Bachelors, Business Administration and Management, General
IUPUI 2009 — 2009
Computer Science
Sierra Edwards Sierra Edwards's Edward Jones Experience June 2014 - July 2014
Job Human Resources Professional
Industry Human Resources
Experience
Barnes-Jewish Hospital August 2014 - Present
Barry-Wehmiller Design Group July 2014 - August 2014
Edward Jones June 2014 - July 2014
Dignity Health August 2011 - October 2013
Five Star Tax Service January 2008 - August 2011
Essex Property Trust October 2007 - January 2011
Classy Bags Inc. April 2003 - September 2007
Skills
Human Resources, New Hire Orientations, Benefits Administration, HRIS, Hiring, Employee Benefits, Interviews, Job Descriptions, Recruiting, Training, Talent Acquisition, Taleo, Screening, Management, Job Fairs, Administration, Employee Relations, Onboarding, Data Entry, Applicant Tracking..., Customer Service, PeopleSoft, Marketing, HR Policies, Employee Engagement, Internet Recruiting, Sales, FMLA
Education
Lindenwood University 2015 — 2017
Bachelor of Business Administration (BBA)
Kaplan University 2012 — 2014
Barnes-Jewish Hospital August 2014 - Present
Barry-Wehmiller Design Group July 2014 - August 2014
Edward Jones June 2014 - July 2014
Dignity Health August 2011 - October 2013
Five Star Tax Service January 2008 - August 2011
Essex Property Trust October 2007 - January 2011
Classy Bags Inc. April 2003 - September 2007
Skills
Human Resources, New Hire Orientations, Benefits Administration, HRIS, Hiring, Employee Benefits, Interviews, Job Descriptions, Recruiting, Training, Talent Acquisition, Taleo, Screening, Management, Job Fairs, Administration, Employee Relations, Onboarding, Data Entry, Applicant Tracking..., Customer Service, PeopleSoft, Marketing, HR Policies, Employee Engagement, Internet Recruiting, Sales, FMLA
Education
Lindenwood University 2015 — 2017
Bachelor of Business Administration (BBA)
Kaplan University 2012 — 2014
Jay Luse, AAMS®'s Edward Jones Experience June 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2003 - Present
Peoples National Bank June 2002 - June 2003
Luse & Associates January 1991 - May 2001
Skills
Annuities, Business Retirement..., Education Savings, Equity Investments, Estate Considerations, Fixed Income Investments, Individual Retirement..., Insurance, Mutual Funds
Education
Southern Illinois University, Carbondale 1988 — 1992
Bachelors of Science, Health Administration
Kaskaskia College 1987 — 1988
Associate of Arts and Sciences (A.A.S.), Biology, General
Edward Jones June 2003 - Present
Peoples National Bank June 2002 - June 2003
Luse & Associates January 1991 - May 2001
Skills
Annuities, Business Retirement..., Education Savings, Equity Investments, Estate Considerations, Fixed Income Investments, Individual Retirement..., Insurance, Mutual Funds
Education
Southern Illinois University, Carbondale 1988 — 1992
Bachelors of Science, Health Administration
Kaskaskia College 1987 — 1988
Associate of Arts and Sciences (A.A.S.), Biology, General
Robert Decker Robert Decker's Edward Jones Experience July 2014 - April 2015
Job Helping people be wise with money and live generously
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
Edward Jones July 2014 - April 2015
Randstad Technologies US June 2013 - July 2014
Artists Guild Gallery of Greenville 2008 - July 2014
Brown Mackie College August 2012 - June 2013
Your Guy Friday March 2012 - June 2013
ECPI University 2004 - March 2012
Keller Graduate School 2002 - 2004
DeVry University 1999 - 2002
Skills
Career Counseling, Resume Writing, Coaching, Event Planning, Interviews, Leadership, Training, Higher Education, Recruiting, Time Management, Staff Development, Teaching, Public Speaking, Career Development, Social Media, Team Building, Hiring, Workshop Facilitation, College Recruiting, Social Networking, Art, Leadership Development, Organizational..., Admissions, Enrollment Management, Adult Education, Instructional Design, Employee Training, Conflict Resolution, Student Recruiting, Curriculum Design, Photography, Cover Letters, Curriculum Development, Art Education, Community Outreach, Business Development, Student Affairs, Nonprofits, Fundraising, Critical Thinking, E-Learning, Fine Art Photography, Temporary Placement, Interview Preparation, Fine Art
Education
Kent State University 1987 — 1992
BA
Thrivent Financial June 2015 - Present
Edward Jones July 2014 - April 2015
Randstad Technologies US June 2013 - July 2014
Artists Guild Gallery of Greenville 2008 - July 2014
Brown Mackie College August 2012 - June 2013
Your Guy Friday March 2012 - June 2013
ECPI University 2004 - March 2012
Keller Graduate School 2002 - 2004
DeVry University 1999 - 2002
Skills
Career Counseling, Resume Writing, Coaching, Event Planning, Interviews, Leadership, Training, Higher Education, Recruiting, Time Management, Staff Development, Teaching, Public Speaking, Career Development, Social Media, Team Building, Hiring, Workshop Facilitation, College Recruiting, Social Networking, Art, Leadership Development, Organizational..., Admissions, Enrollment Management, Adult Education, Instructional Design, Employee Training, Conflict Resolution, Student Recruiting, Curriculum Design, Photography, Cover Letters, Curriculum Development, Art Education, Community Outreach, Business Development, Student Affairs, Nonprofits, Fundraising, Critical Thinking, E-Learning, Fine Art Photography, Temporary Placement, Interview Preparation, Fine Art
Education
Kent State University 1987 — 1992
BA
Timothee Hammond Timothee Hammond's Edward Jones Experience May 2010 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Skills
Retirement Planning, Investments, Finance, Variable Annuities, Unit Investment Trusts, Life Insurance, 529 Plans, Long Term Care Insurance, Series 7, Marketing, Public Speaking, Leadership, Community Outreach, Budgets, Team Leadership, Training, Leadership Development, Team Building, Teaching, Management, Customer Service, Research, Strategic Planning, Public Relations, Retirement, 401k, Mutual Funds, Insurance, Small Business, Wealth Management
Education
Indiana Wesleyan University 2006 — 2008
MBA, Applied Management
University of New Orleans 2000 — 2003
MFA, Film Production
Keele University 1997 — 1998
Study Abroad
Ball State University 1994 — 1998
BS, Psychology
Edward Jones May 2010 - Present
Skills
Retirement Planning, Investments, Finance, Variable Annuities, Unit Investment Trusts, Life Insurance, 529 Plans, Long Term Care Insurance, Series 7, Marketing, Public Speaking, Leadership, Community Outreach, Budgets, Team Leadership, Training, Leadership Development, Team Building, Teaching, Management, Customer Service, Research, Strategic Planning, Public Relations, Retirement, 401k, Mutual Funds, Insurance, Small Business, Wealth Management
Education
Indiana Wesleyan University 2006 — 2008
MBA, Applied Management
University of New Orleans 2000 — 2003
MFA, Film Production
Keele University 1997 — 1998
Study Abroad
Ball State University 1994 — 1998
BS, Psychology
BARBARA CANTWELL BARBARA CANTWELL's Edward Jones Experience October 2005 - November 2012
Job AAMS, Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Edward Jones October 2005 - November 2012
VALIC August 1989 - September 2001
Education
Wheelock College 1974 — 1977
BA, Education
Keene State College
BA, Psychology and Special Education
Ameriprise Financial Services, Inc. October 2012 - Present
Edward Jones October 2005 - November 2012
VALIC August 1989 - September 2001
Education
Wheelock College 1974 — 1977
BA, Education
Keene State College
BA, Psychology and Special Education
Katherine Frew Katherine Frew's Edward Jones Experience March 2012 - Present
Job Financial Manager at Edward Jones
Industry Consumer Electronics
Experience
IMN October 2012 - Present
Edward Jones March 2012 - Present
NEW Corp 2012 - 2012
Skills
Customer Service
Education
Kaplan University
Master of Business Administration (M.B.A.), Finanace
North Metro Technical College
Practical Nursing, Vocational Nursing and Nursing Assistants
University of Phoenix
Associate of Arts (A.A.), Health/Health Care Administration/Management
IMN October 2012 - Present
Edward Jones March 2012 - Present
NEW Corp 2012 - 2012
Skills
Customer Service
Education
Kaplan University
Master of Business Administration (M.B.A.), Finanace
North Metro Technical College
Practical Nursing, Vocational Nursing and Nursing Assistants
University of Phoenix
Associate of Arts (A.A.), Health/Health Care Administration/Management
James Billinger's Edward Jones Experience May 1999 - October 2000
Job Director of Client Engagement at VML
Industry Marketing and Advertising
Experience
VML February 2013 - Present
American Advertising Federation- Kansas City July 2012 - Present
Barkley July 2010 - February 2013
Two West February 2010 - July 2010
American Marketing Association - Kansas City Chapter July 2009 - June 2010
Capitol Creative / Capitol Federal June 2006 - June 2009
Capitol Creative / Capitol Federal October 2003 - June 2006
Capitol Creative / Capitol Federal October 2000 - October 2003
Edward Jones May 1999 - October 2000
TD Ameritrade May 1998 - May 1999
Skills
Brand Development, Advertising, Marketing Strategy, Promotions, Budgeting, Media Planning, Public Relations, Experiential Marketing, Event Planning, Digital Marketing, Digital Strategy, Integrated Marketing, Direct Mail, Marketing Communications, Email Marketing, Strategic Planning, Social Media Marketing, Direct Marketing, Copywriting, Marketing Research, Event Marketing, Interactive Marketing, B2B, SEO, Website Development, Non-profits, Account Management, Marketing Management, Digital Media, SEM, New Business Development, Product Marketing, Sponsorship, Creative Strategy
Education
Kansas State University 1994 — 1998
Bachelor of Science, Business - Marketing
VML February 2013 - Present
American Advertising Federation- Kansas City July 2012 - Present
Barkley July 2010 - February 2013
Two West February 2010 - July 2010
American Marketing Association - Kansas City Chapter July 2009 - June 2010
Capitol Creative / Capitol Federal June 2006 - June 2009
Capitol Creative / Capitol Federal October 2003 - June 2006
Capitol Creative / Capitol Federal October 2000 - October 2003
Edward Jones May 1999 - October 2000
TD Ameritrade May 1998 - May 1999
Skills
Brand Development, Advertising, Marketing Strategy, Promotions, Budgeting, Media Planning, Public Relations, Experiential Marketing, Event Planning, Digital Marketing, Digital Strategy, Integrated Marketing, Direct Mail, Marketing Communications, Email Marketing, Strategic Planning, Social Media Marketing, Direct Marketing, Copywriting, Marketing Research, Event Marketing, Interactive Marketing, B2B, SEO, Website Development, Non-profits, Account Management, Marketing Management, Digital Media, SEM, New Business Development, Product Marketing, Sponsorship, Creative Strategy
Education
Kansas State University 1994 — 1998
Bachelor of Science, Business - Marketing
Gail Wooten-Votaw Gail Wooten-Votaw's Edward Jones Experience 2004 - Present
Job Director Search Engine Optimization, Content Development, Press & Marketing at Designs with Merit
Industry Writing and Editing
Experience
Designs with Merit March 2006 - Present
Designs with Merit 2005 - Present
Edward Jones 2004 - Present
Space Systems Loral 1996 - 2004
Skills
Public Relations, Customer Service, Web Design, Photoshop, Strategic Planning, Media Relations, SEO, Editing, Graphic Design, Team Building, Marketing Strategy, Proofreading, Proposal Writing, Technical Documentation, Research, Adobe Acrobat, Software Documentation, Publications, Marketing, Project Management, Corporate Communications, Program Management, Press Releases, Social Media Marketing, Process Improvement, Microsoft Office, Team Leadership, Blogging, Publishing, Marketing Communications, Leadership Development, Copy Editing, Online Advertising, Social Networking, Google Analytics, E-commerce, Social Media, Event Management, Advertising, Strategy, Digital Marketing, Networking, Leadership, Email Marketing, Entrepreneurship, WordPress, Google Adwords, PPC, Start-ups
Education
Kent State University
BA, Comparative Literature, Latin American Studies
Sullins College
AA, Journalism and Political Science
Chagrin Falls High School
Designs with Merit March 2006 - Present
Designs with Merit 2005 - Present
Edward Jones 2004 - Present
Space Systems Loral 1996 - 2004
Skills
Public Relations, Customer Service, Web Design, Photoshop, Strategic Planning, Media Relations, SEO, Editing, Graphic Design, Team Building, Marketing Strategy, Proofreading, Proposal Writing, Technical Documentation, Research, Adobe Acrobat, Software Documentation, Publications, Marketing, Project Management, Corporate Communications, Program Management, Press Releases, Social Media Marketing, Process Improvement, Microsoft Office, Team Leadership, Blogging, Publishing, Marketing Communications, Leadership Development, Copy Editing, Online Advertising, Social Networking, Google Analytics, E-commerce, Social Media, Event Management, Advertising, Strategy, Digital Marketing, Networking, Leadership, Email Marketing, Entrepreneurship, WordPress, Google Adwords, PPC, Start-ups
Education
Kent State University
BA, Comparative Literature, Latin American Studies
Sullins College
AA, Journalism and Political Science
Chagrin Falls High School
Ashley Peeler Ashley Peeler's Edward Jones Experience June 2013 - March 2014
Job Financial Advisor
Industry Financial Services
Experience
Regions Bank March 2014 - December 2014
Angela's Field Home Owners Association June 2011 - October 2014
Edward Jones June 2013 - March 2014
Fameagency February 2010 - June 2013
Edward Jones December 2008 - May 2012
Jones County Young Professionals 2009 - 2010
MAS Pizza, LLC June 2005 - March 2009
Skills
Public Speaking, Budgets, Fundraising, Event Planning, Marketing, Public Relations, Leadership, Nonprofits, Strategic Planning, Customer Service, Social Networking, Microsoft Office, Event Management, Social Media Marketing, Sales, Research, Leadership Development
Education
University of Southern Mississippi 1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jones County Junior College 1995 — 1997
Associate of Arts (A.A.)
Regions Bank March 2014 - December 2014
Angela's Field Home Owners Association June 2011 - October 2014
Edward Jones June 2013 - March 2014
Fameagency February 2010 - June 2013
Edward Jones December 2008 - May 2012
Jones County Young Professionals 2009 - 2010
MAS Pizza, LLC June 2005 - March 2009
Skills
Public Speaking, Budgets, Fundraising, Event Planning, Marketing, Public Relations, Leadership, Nonprofits, Strategic Planning, Customer Service, Social Networking, Microsoft Office, Event Management, Social Media Marketing, Sales, Research, Leadership Development
Education
University of Southern Mississippi 1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jones County Junior College 1995 — 1997
Associate of Arts (A.A.)
Chrissy Blackwell, CAP-OM, MOS Chrissy Blackwell, CAP-OM, MOS's Edward Jones Experience September 2013 - Present
Job Administrative and Web Development Professional
Industry Leisure, Travel & Tourism
Experience
Christina L. Blackwell - Virtual Assistance & Web Design Services June 2012 - Present
Edward Jones September 2013 - Present
Buckeye Career Center October 2012 - June 2013
Marlite March 2012 - May 2012
Tuscarawas County Convention & Visitors Bureau December 2000 - February 2012
Tuscarawas County, Ohio Auditor's Office - GIS Division April 2001 - August 2001
W.E. Quicksall & Associates, Inc. March 2000 - April 2000
Kent State University August 1999 - March 2000
Skills
Microsoft Office 2007, Adobe InDesign, Adobe Photoshop, WordPress, HTML + CSS, XHTML, Social Media Marketing, Social Media Outreach, Constant Contact, Newsletters, Desktop Publishing, Clerical Skills, Organizational..., Office Management, Minute Taking, Event Planning, QuickBooks, Accounting, Photoshop, InDesign, PowerPoint, Social Media, Administrative..., Proofreading, Social Networking, Event Management, Access, Spreadsheets, Advertising, HTML, Public Relations, Organization &..., Adobe Acrobat, Editing, Time Management, Teamwork, Marketing Communications, Office Administration, Facebook, Customer Service, Travel Planning, Database Admin, Data Entry, Records Management, Telephone Skills, Online Research, Meeting Planning, Calendars, Microsoft Publisher, Outlook
Education
Ohio Travel Association 2008 — 2009
Ohio Tourism Leadership Academy
Leadership Tuscarawas 2006 — 2007
Kent State University 1998 — 2002
B.S., Technology 2+2
Buckeye Career Center 1996 — 1998
Vocational Certificate, Engineering Technology
New Philadelphia High School 1994 — 1998
Honors Diploma
Christina L. Blackwell - Virtual Assistance & Web Design Services June 2012 - Present
Edward Jones September 2013 - Present
Buckeye Career Center October 2012 - June 2013
Marlite March 2012 - May 2012
Tuscarawas County Convention & Visitors Bureau December 2000 - February 2012
Tuscarawas County, Ohio Auditor's Office - GIS Division April 2001 - August 2001
W.E. Quicksall & Associates, Inc. March 2000 - April 2000
Kent State University August 1999 - March 2000
Skills
Microsoft Office 2007, Adobe InDesign, Adobe Photoshop, WordPress, HTML + CSS, XHTML, Social Media Marketing, Social Media Outreach, Constant Contact, Newsletters, Desktop Publishing, Clerical Skills, Organizational..., Office Management, Minute Taking, Event Planning, QuickBooks, Accounting, Photoshop, InDesign, PowerPoint, Social Media, Administrative..., Proofreading, Social Networking, Event Management, Access, Spreadsheets, Advertising, HTML, Public Relations, Organization &..., Adobe Acrobat, Editing, Time Management, Teamwork, Marketing Communications, Office Administration, Facebook, Customer Service, Travel Planning, Database Admin, Data Entry, Records Management, Telephone Skills, Online Research, Meeting Planning, Calendars, Microsoft Publisher, Outlook
Education
Ohio Travel Association 2008 — 2009
Ohio Tourism Leadership Academy
Leadership Tuscarawas 2006 — 2007
Kent State University 1998 — 2002
B.S., Technology 2+2
Buckeye Career Center 1996 — 1998
Vocational Certificate, Engineering Technology
New Philadelphia High School 1994 — 1998
Honors Diploma
John Keith King's Edward Jones Experience July 2001 - October 2002
Job
Industry Telecommunications
Experience
Sprint July 2013 - November 2014
Northrop Grumman Corporation June 2010 - April 2014
New York Life Insurance Company April 2008 - June 2009
brokersXpress LLC May 2005 - April 2008
Berthel Fisher & Company Financial Services, Inc. January 2003 - May 2005
Edward Jones July 2001 - October 2002
Alcatel-Lucent July 2000 - February 2001
Sprint PCS September 1998 - July 2000
Maritz February 1998 - September 1998
TAI October 1996 - October 1997
Skills
Secret Security..., MBA, Retirement Planning, Insurance, Process Improvement, Business Analysis, Consulting, Risk Management, Project Management, Strategic Planning, Wealth Management, Team Building, Program Management, Sales, Leadership, Business Development, Estate Planning, Strategic Financial..., New Business Development, Customer Service, Public Speaking, Sales Management, Profit Analysis, P&L Modeling, Wireless Engineering, Telecommunications, Avionics Integration, Capital Budgeting, Engineering, Investment Selection, Prospecting Skills, RFP experience, SMS Gateway, International Business..., International Business..., Eagle Scout, Veteran U.S. Navy, Systems Engineering, Research Information, Defining Requirements, Financial Markets, Lean Six Sigma, Managerial Skills, MS Project, Integration, Software Documentation, Product Management, Testing, SharePoint, Microsoft Project
Education
Kansas State University
Bachelors of Science, Electrical Engineering Technology
University of Missouri-Saint Louis
MBA, Marketing, Analytical Modeling
Sprint July 2013 - November 2014
Northrop Grumman Corporation June 2010 - April 2014
New York Life Insurance Company April 2008 - June 2009
brokersXpress LLC May 2005 - April 2008
Berthel Fisher & Company Financial Services, Inc. January 2003 - May 2005
Edward Jones July 2001 - October 2002
Alcatel-Lucent July 2000 - February 2001
Sprint PCS September 1998 - July 2000
Maritz February 1998 - September 1998
TAI October 1996 - October 1997
Skills
Secret Security..., MBA, Retirement Planning, Insurance, Process Improvement, Business Analysis, Consulting, Risk Management, Project Management, Strategic Planning, Wealth Management, Team Building, Program Management, Sales, Leadership, Business Development, Estate Planning, Strategic Financial..., New Business Development, Customer Service, Public Speaking, Sales Management, Profit Analysis, P&L Modeling, Wireless Engineering, Telecommunications, Avionics Integration, Capital Budgeting, Engineering, Investment Selection, Prospecting Skills, RFP experience, SMS Gateway, International Business..., International Business..., Eagle Scout, Veteran U.S. Navy, Systems Engineering, Research Information, Defining Requirements, Financial Markets, Lean Six Sigma, Managerial Skills, MS Project, Integration, Software Documentation, Product Management, Testing, SharePoint, Microsoft Project
Education
Kansas State University
Bachelors of Science, Electrical Engineering Technology
University of Missouri-Saint Louis
MBA, Marketing, Analytical Modeling
Courtney Carrier's Edward Jones Experience November 2010 - July 2011
Job Actively seeking medical sales opportunity
Industry Medical Devices
Experience
The Basement Sports Bar and Grill March 2011 - Present
Mosher Medical, Inc August 2014 - December 2014
Edward Jones November 2010 - July 2011
Cutler Real Estate August 2007 - August 2008
Skills
Customer Service, Leadership, Marketing, Sales, Microsoft Office, Sales Operations, Public Speaking, Time Management, Direct Sales, New Business Development, Internal & External..., Marketing Communications, Marketing Strategy
Education
Kent State University 2008 — 2015
Bachelor’s Degree, Organizational Communication, 3.6 GPA
The Basement Sports Bar and Grill March 2011 - Present
Mosher Medical, Inc August 2014 - December 2014
Edward Jones November 2010 - July 2011
Cutler Real Estate August 2007 - August 2008
Skills
Customer Service, Leadership, Marketing, Sales, Microsoft Office, Sales Operations, Public Speaking, Time Management, Direct Sales, New Business Development, Internal & External..., Marketing Communications, Marketing Strategy
Education
Kent State University 2008 — 2015
Bachelor’s Degree, Organizational Communication, 3.6 GPA
John DiGeronimo John DiGeronimo's Edward Jones Experience May 2014 - August 2014
Job Business/ Finance Analyst
Industry Financial Services
Experience
C&S Wholesale Grocers January 2015 - Present
Edward Jones May 2014 - August 2014
The Timken Company April 2013 - August 2013
C&S Wholesale Grocers April 2012 - August 2012
C&S Wholesale Grocers April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Project Planning, Microsoft Office, PowerPoint, Budgets, Customer Service, Forecasting, Financial Analysis, Warehousing, Facilities Management, Inventory Management, Pricing Analysis, Market Research, Finance
Education
Keene State College 2011 — 2014
Bachelorâs Degree, Economics
Keene State College 2011 — 2014
Bachelor's Degree, Economics
C&S Wholesale Grocers January 2015 - Present
Edward Jones May 2014 - August 2014
The Timken Company April 2013 - August 2013
C&S Wholesale Grocers April 2012 - August 2012
C&S Wholesale Grocers April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Project Planning, Microsoft Office, PowerPoint, Budgets, Customer Service, Forecasting, Financial Analysis, Warehousing, Facilities Management, Inventory Management, Pricing Analysis, Market Research, Finance
Education
Keene State College 2011 — 2014
Bachelorâs Degree, Economics
Keene State College 2011 — 2014
Bachelor's Degree, Economics
Heidi O'Dea Heidi O'Dea's Edward Jones Experience October 1995 - January 2012
Job Financial Advisor, Raymond James
Industry Financial Services
Experience
Raymond James January 2012 - Present
Edward Jones October 1995 - January 2012
Skills
Mutual Funds, Investments, Securities, Fixed Annuities, Life Insurance, Strategic Financial..., Bonds, Finance, Alternative Investments, Long-term Care, Long Term Care Insurance, Series 7, Retirement Planning, 401k Rollovers, Series 63, IRAs, Options, Series 6, 529 Plans, Saving for Education, Term Life Insurance, Income Protection, Roth IRA, Variable Annuities, High Net Worth..., Estate Planning, FINRA, Universal Life, Insurance, Savings, Investment Advisory..., Fixed Income, College Savings Plans, Qualified Retirement..., Municipal Bonds, Disability Insurance, Financial Goals, Pensions, Stocks, 401k, ETFs, Retirement
Education
Kaplan University 2013 — 2014
Wealth Management Specialist, Finance and Financial Management Services
MSU 1993 — 1995
Bachelor of Science (B.S.), Political Science Pre Law
Northern Illinois University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
Kishwaukee College 1989 — 1991
Associates degree in Pre Law, Law
Raymond James January 2012 - Present
Edward Jones October 1995 - January 2012
Skills
Mutual Funds, Investments, Securities, Fixed Annuities, Life Insurance, Strategic Financial..., Bonds, Finance, Alternative Investments, Long-term Care, Long Term Care Insurance, Series 7, Retirement Planning, 401k Rollovers, Series 63, IRAs, Options, Series 6, 529 Plans, Saving for Education, Term Life Insurance, Income Protection, Roth IRA, Variable Annuities, High Net Worth..., Estate Planning, FINRA, Universal Life, Insurance, Savings, Investment Advisory..., Fixed Income, College Savings Plans, Qualified Retirement..., Municipal Bonds, Disability Insurance, Financial Goals, Pensions, Stocks, 401k, ETFs, Retirement
Education
Kaplan University 2013 — 2014
Wealth Management Specialist, Finance and Financial Management Services
MSU 1993 — 1995
Bachelor of Science (B.S.), Political Science Pre Law
Northern Illinois University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
Kishwaukee College 1989 — 1991
Associates degree in Pre Law, Law
Brett Bartlett's Edward Jones Experience 2007 - 2008
Job Captain at US Army
Industry Military
Experience
US Army July 2011 - Present
Edward Jones 2007 - 2008
Skills
Military Experience, Military, Command, Operational Planning, Military Operations, Financial Markets, Retirement Planning, Investments, Budget Process, Management, Army, National Security
Education
Kansas State University 2004 — 2007
Bachelor's degree, Agricultural Business and Management, 3.42
US Army July 2011 - Present
Edward Jones 2007 - 2008
Skills
Military Experience, Military, Command, Operational Planning, Military Operations, Financial Markets, Retirement Planning, Investments, Budget Process, Management, Army, National Security
Education
Kansas State University 2004 — 2007
Bachelor's degree, Agricultural Business and Management, 3.42
Hannah M. Loftus Hannah M. Loftus's Edward Jones Experience August 2008 - January 2011
Job Associate Art Director at GlynnDevins
Industry Marketing and Advertising
Experience
GlynnDevins February 2015 - Present
GlynnDevins October 2014 - January 2015
GlynnDevins June 2014 - January 2015
K-State Collegian August 2010 - January 2014
Kansas Wheat Alliance April 2013 - May 2013
Kansas State University Career and Employment Services June 2012 - May 2013
Heineken Collegiate Effie Challenge March 2013 - April 2013
Starbucks July 2011 - January 2012
Edward Jones August 2008 - January 2011
Copies-4-Less May 2010 - August 2010
Skills
Advertising, Photoshop, Microsoft Office, Social Media, Facebook, Adobe Creative Suite, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, HTML, English, Social Media Marketing, Marketing, Public Relations, Windows, Marketing Communications, Graphic Design, InDesign
Education
Kansas State University 2008 — 2014
Bachelor's degree, Journalism & Mass Communications - Advertising
Kansas State University 2008 — 2014
Bachelor of Fine Arts (B.F.A.), Graphic Design
University of Hertfordshire 2011 — 2012
Graphic Design
GlynnDevins February 2015 - Present
GlynnDevins October 2014 - January 2015
GlynnDevins June 2014 - January 2015
K-State Collegian August 2010 - January 2014
Kansas Wheat Alliance April 2013 - May 2013
Kansas State University Career and Employment Services June 2012 - May 2013
Heineken Collegiate Effie Challenge March 2013 - April 2013
Starbucks July 2011 - January 2012
Edward Jones August 2008 - January 2011
Copies-4-Less May 2010 - August 2010
Skills
Advertising, Photoshop, Microsoft Office, Social Media, Facebook, Adobe Creative Suite, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, HTML, English, Social Media Marketing, Marketing, Public Relations, Windows, Marketing Communications, Graphic Design, InDesign
Education
Kansas State University 2008 — 2014
Bachelor's degree, Journalism & Mass Communications - Advertising
Kansas State University 2008 — 2014
Bachelor of Fine Arts (B.F.A.), Graphic Design
University of Hertfordshire 2011 — 2012
Graphic Design
David DeVeydt's Edward Jones Experience March 2002 - Present
Job Senior Vendor Risk Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2002 - Present
COMSYS October 1992 - March 2002
Dobbs International Service May 1988 - October 1992
Skills
Process Improvement, Business Analysis, Project Management, SDLC, Risk Management, Vendor Management, PMP, Team Leadership, Strategic Planning, Team Building, Change Management, Cross-functional Team..., Financial Analysis, Budgets, Software Project..., Integration, Data Analysis, Project Planning, Management, Microsoft Excel, Leadership, Contract Management
Education
Keller Graduate School of Management of DeVry University 1995 — 1998
Master of Project Management, Project Management
Westminster College (MO) 1984 — 1988
Bachelor of Arts (B.A.), Mathematics and Computer Science
Fox Senior High School 1981 — 1984
High School diploma, General Education
Edward Jones March 2002 - Present
COMSYS October 1992 - March 2002
Dobbs International Service May 1988 - October 1992
Skills
Process Improvement, Business Analysis, Project Management, SDLC, Risk Management, Vendor Management, PMP, Team Leadership, Strategic Planning, Team Building, Change Management, Cross-functional Team..., Financial Analysis, Budgets, Software Project..., Integration, Data Analysis, Project Planning, Management, Microsoft Excel, Leadership, Contract Management
Education
Keller Graduate School of Management of DeVry University 1995 — 1998
Master of Project Management, Project Management
Westminster College (MO) 1984 — 1988
Bachelor of Arts (B.A.), Mathematics and Computer Science
Fox Senior High School 1981 — 1984
High School diploma, General Education
Christie Henry's Edward Jones Experience May 1995 - May 1998
Job Producer/Owner Haymaker Productions
Industry Media Production
Experience
Haymaker Productions November 2011 - Present
Image Technologies Corp (ITC) November 2003 - November 2011
T. Cooke Productions May 1998 - November 2003
Edward Jones May 1995 - May 1998
Skills
Video Production, Video, Production, Social Media, Live Events, Corporate Communications, Media Production, Video Editing, HD Video, Producing, Broadcast, Non-linear Editing, Film Production, Camera, Animation, Multimedia, Final Cut Pro, Production Managment, Commercials, Music Videos, Post Production, Entertainment, Sound, Documentaries, Lighting, Motion Graphics, Camera Operating, Avid
Education
Kansas State University 1992 — 1995
Bachelor of Science, Journalism/Communication
Haymaker Productions November 2011 - Present
Image Technologies Corp (ITC) November 2003 - November 2011
T. Cooke Productions May 1998 - November 2003
Edward Jones May 1995 - May 1998
Skills
Video Production, Video, Production, Social Media, Live Events, Corporate Communications, Media Production, Video Editing, HD Video, Producing, Broadcast, Non-linear Editing, Film Production, Camera, Animation, Multimedia, Final Cut Pro, Production Managment, Commercials, Music Videos, Post Production, Entertainment, Sound, Documentaries, Lighting, Motion Graphics, Camera Operating, Avid
Education
Kansas State University 1992 — 1995
Bachelor of Science, Journalism/Communication
Molly Aubuchon Molly Aubuchon's Edward Jones Experience December 2000 - November 2002
Job Owner/Operator at Molly's Home Daycare
Industry Individual & Family Services
Experience
Specialty Sweets by Molly September 2009 - Present
Specialty Sweets by Molly LTD September 2009 - Present
Molly's Home Daycare June 2006 - Present
Edward Jones December 2000 - November 2002
Skills
Childcare, Bakery, Catering
Education
Kent State University 1995 — 2000
Bachelor Administration, Finance
Specialty Sweets by Molly September 2009 - Present
Specialty Sweets by Molly LTD September 2009 - Present
Molly's Home Daycare June 2006 - Present
Edward Jones December 2000 - November 2002
Skills
Childcare, Bakery, Catering
Education
Kent State University 1995 — 2000
Bachelor Administration, Finance
Brooke Holmes Brooke Holmes's Edward Jones Experience October 2012 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Edward Jones April 2010 - September 2012
Edward Jones January 2009 - March 2010
Edward Jones November 2006 - December 2008
Coleman Agency November 2003 - October 2006
Skills
Leadership, Leadership Development, Associate Development, Team Building, Customer Service, Process Improvement, Mutual Funds, Series 7, Series 66, Insurance, Competency Based..., Mentoring, Sales, Investments
Education
Keller Graduate School of Management 2005 — 2011
MBA
The University of Texas at Austin 1998 — 2002
BA, Archaeological Studies, History, Anthropology
Edward Jones October 2012 - Present
Edward Jones April 2010 - September 2012
Edward Jones January 2009 - March 2010
Edward Jones November 2006 - December 2008
Coleman Agency November 2003 - October 2006
Skills
Leadership, Leadership Development, Associate Development, Team Building, Customer Service, Process Improvement, Mutual Funds, Series 7, Series 66, Insurance, Competency Based..., Mentoring, Sales, Investments
Education
Keller Graduate School of Management 2005 — 2011
MBA
The University of Texas at Austin 1998 — 2002
BA, Archaeological Studies, History, Anthropology
Sherri Sobek's Edward Jones Experience August 2002 - February 2005
Job Allstate Insurance Producer
Industry Insurance
Experience
Sobek Insurance Agency August 2015 - Present
Macy's March 2011 - July 2015
Beauty Brands August 2010 - December 2010
Younkers Department Store August 2008 - August 2010
Nebraska Furniture Mart September 2006 - April 2008
RoomStore March 2005 - August 2006
Edward Jones August 2002 - February 2005
Farmers Insurance August 1995 - November 2001
Continental Healthcare Systems, Inc September 1988 - August 1995
Skills
Retail, Microsoft Excel, Inventory Management, Sales, PowerPoint, Microsoft Word, Team Building, Data Entry, Microsoft Office, Visual Merchandising, Time Management, Office Management, Marketing, Customer Satisfaction, Marketing Communications, Sales Management, Public Relations, Social Networking
Education
Kansas City Business College
Medical Assistant
Kansas State University
Art, Interior Design, Early Childhood
Sobek Insurance Agency August 2015 - Present
Macy's March 2011 - July 2015
Beauty Brands August 2010 - December 2010
Younkers Department Store August 2008 - August 2010
Nebraska Furniture Mart September 2006 - April 2008
RoomStore March 2005 - August 2006
Edward Jones August 2002 - February 2005
Farmers Insurance August 1995 - November 2001
Continental Healthcare Systems, Inc September 1988 - August 1995
Skills
Retail, Microsoft Excel, Inventory Management, Sales, PowerPoint, Microsoft Word, Team Building, Data Entry, Microsoft Office, Visual Merchandising, Time Management, Office Management, Marketing, Customer Satisfaction, Marketing Communications, Sales Management, Public Relations, Social Networking
Education
Kansas City Business College
Medical Assistant
Kansas State University
Art, Interior Design, Early Childhood
Curt Hotzler Curt Hotzler's Edward Jones Experience May 1999 - August 2002
Job Agent, State Farm Insurance
Industry Insurance
Experience
Boy Scouts of America November 2013 - Present
State Farm Insurance December 2004 - Present
State Farm Insurance August 2002 - December 2004
Edward Jones May 1999 - August 2002
Nortel Networks October 1987 - April 1999
Unisys May 1982 - November 1985
Skills
Customer Service, Financial Advisory, Insurance, Small Business, Sales, Risk Management, Financial Services, Banking, Financial Analysis, Health Insurance, Telecommunications, Process Improvement, Team Building, Customer Satisfaction, Selling, Account Management, Sales Management, Investments, Management, Leadership, Team Leadership, Business Development, Vendor Management, New Business Development, Business Analysis, Training, Business Planning
Education
Judson University 1995 — 1997
BA, Business Management & Leadership
St Cloud Technical College 1982 — 1984
Electronics Technology, Electronics
heron lake okabena
Boy Scouts of America November 2013 - Present
State Farm Insurance December 2004 - Present
State Farm Insurance August 2002 - December 2004
Edward Jones May 1999 - August 2002
Nortel Networks October 1987 - April 1999
Unisys May 1982 - November 1985
Skills
Customer Service, Financial Advisory, Insurance, Small Business, Sales, Risk Management, Financial Services, Banking, Financial Analysis, Health Insurance, Telecommunications, Process Improvement, Team Building, Customer Satisfaction, Selling, Account Management, Sales Management, Investments, Management, Leadership, Team Leadership, Business Development, Vendor Management, New Business Development, Business Analysis, Training, Business Planning
Education
Judson University 1995 — 1997
BA, Business Management & Leadership
St Cloud Technical College 1982 — 1984
Electronics Technology, Electronics
heron lake okabena
Mark Ratliff, CPA Mark Ratliff, CPA's Edward Jones Experience 2004 - 2008
Job Partner at Neel Ratliff and company
Industry Accounting
Experience
Neel Ratliff and company January 2010 - Present
ClearRock Capital 2009 - 2010
Sage Bookkeeping, Inc. 2009 - 2009
Edward Jones 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Accounting, Small Business, Financial Reporting, Management, Business Strategy, Business Analysis, Analysis, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Management Consulting, Budgeting, Tax Preparation, Personal Tax Planning, Tax Returns
Education
Jones International University 2010 — 2011
M.B.A., Accountancy
Northern Arizona University-The W. A. Franke College of Business 1998 — 2000
B.S.B.A., Finance
Buena High School 1991 — 1995
Diploma, General Studies
Neel Ratliff and company January 2010 - Present
ClearRock Capital 2009 - 2010
Sage Bookkeeping, Inc. 2009 - 2009
Edward Jones 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Accounting, Small Business, Financial Reporting, Management, Business Strategy, Business Analysis, Analysis, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Management Consulting, Budgeting, Tax Preparation, Personal Tax Planning, Tax Returns
Education
Jones International University 2010 — 2011
M.B.A., Accountancy
Northern Arizona University-The W. A. Franke College of Business 1998 — 2000
B.S.B.A., Finance
Buena High School 1991 — 1995
Diploma, General Studies
Hristina Galabova, PhD Hristina Galabova, PhD's Edward Jones Experience July 2010 - February 2011
Job Director, Digital Products and Interactive Media at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. July 2013 - Present
NBCUniversal, Inc. May 2011 - June 2013
Edward Jones July 2010 - February 2011
HBO July 2008 - June 2010
HBO May 2005 - July 2008
HBO May 2004 - May 2005
HBO May 2000 - May 2004
HBO June 1999 - May 2000
Reveo, Inc April 1998 - April 1999
Skills
SDLC, Software Development, Digital Media, Program Management, Integration, Java, Oracle, Agile Project Management, Product Management, Enterprise Software, IT Strategy, Mobile Devices, Project Management, Visio, XML, C++, Java Enterprise Edition, Video, Databases, HTML, PL/SQL, JavaScript, Software Project..., Business Intelligence, Enterprise Architecture, Unix, Design Patterns, SQL, Business Process, Scrum, Mobile Applications, Analytics, ETL, Data Warehousing, Requirements Analysis, VOD, Web Applications, Rally, CMS, Drupal, Agile Methodologies, Digital Asset Management, Text Mining, Algorithms, Information Retrieval, Data Mining
Education
New York University 2008 — 2010
Financial Planning
Kent State University 1993 — 1998
PhD, Physics
Sofia University St. Kliment Ohridski 1988 — 1993
MS, Physics
Matematicheska Gimnazia
NBCUniversal, Inc. July 2013 - Present
NBCUniversal, Inc. May 2011 - June 2013
Edward Jones July 2010 - February 2011
HBO July 2008 - June 2010
HBO May 2005 - July 2008
HBO May 2004 - May 2005
HBO May 2000 - May 2004
HBO June 1999 - May 2000
Reveo, Inc April 1998 - April 1999
Skills
SDLC, Software Development, Digital Media, Program Management, Integration, Java, Oracle, Agile Project Management, Product Management, Enterprise Software, IT Strategy, Mobile Devices, Project Management, Visio, XML, C++, Java Enterprise Edition, Video, Databases, HTML, PL/SQL, JavaScript, Software Project..., Business Intelligence, Enterprise Architecture, Unix, Design Patterns, SQL, Business Process, Scrum, Mobile Applications, Analytics, ETL, Data Warehousing, Requirements Analysis, VOD, Web Applications, Rally, CMS, Drupal, Agile Methodologies, Digital Asset Management, Text Mining, Algorithms, Information Retrieval, Data Mining
Education
New York University 2008 — 2010
Financial Planning
Kent State University 1993 — 1998
PhD, Physics
Sofia University St. Kliment Ohridski 1988 — 1993
MS, Physics
Matematicheska Gimnazia
Aaron Gustafson's Edward Jones Experience February 2011 - May 2014
Job Branch Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2014 - Present
Edward Jones February 2011 - May 2014
Johnson Bank December 2006 - June 2010
US Bank 2003 - 2006
BBVA Compass March 2001 - October 2003
National Bank of Arizona May 1998 - March 2001
Skills
Banking, Recruiting, Training, Leadership, Customer Service, Commercial Banking, Loans, Business Development, Commercial Lending, Portfolio Management, Credit, Financial Services, Small Business Lending, Financial Analysis, Consumer Lending, Sales Management, Investment Banking, Retail Banking, Branch Banking, Private Banking
Education
Kaplan University
Series 7
U.S. Bank June 2014 - Present
Edward Jones February 2011 - May 2014
Johnson Bank December 2006 - June 2010
US Bank 2003 - 2006
BBVA Compass March 2001 - October 2003
National Bank of Arizona May 1998 - March 2001
Skills
Banking, Recruiting, Training, Leadership, Customer Service, Commercial Banking, Loans, Business Development, Commercial Lending, Portfolio Management, Credit, Financial Services, Small Business Lending, Financial Analysis, Consumer Lending, Sales Management, Investment Banking, Retail Banking, Branch Banking, Private Banking
Education
Kaplan University
Series 7
Brenton Harvey's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
United States Army Reserve July 2011 - Present
Skills
Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Kent State University 2007 — 2011
Bachelor of Business Administration (BBA)
Edward Jones June 2014 - Present
United States Army Reserve July 2011 - Present
Skills
Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Kent State University 2007 — 2011
Bachelor of Business Administration (BBA)
Jonathan Hyland Jonathan Hyland's Edward Jones Experience June 2015 - Present
Job Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Pappas Restaurants, Inc. July 2013 - Present
Dan's Discount Jewelry October 2010 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Sales, Ebay Sales, Time Management, Scheduling, Customer Service, Customer Relations, Compupawn, Negotiation, Bartending, Team Building, Team Leadership, Teamwork
Education
Kennesaw State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Parkland Community College 2008 — 2009
Business Administration and Management, General
Edward Jones June 2015 - Present
Pappas Restaurants, Inc. July 2013 - Present
Dan's Discount Jewelry October 2010 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Sales, Ebay Sales, Time Management, Scheduling, Customer Service, Customer Relations, Compupawn, Negotiation, Bartending, Team Building, Team Leadership, Teamwork
Education
Kennesaw State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Parkland Community College 2008 — 2009
Business Administration and Management, General
Karyn Nowak Karyn Nowak's Edward Jones Experience October 2006 - August 2013
Job Interior Design and Decorating
Industry Design
Experience
Creative Design LLC August 2013 - Present
Edward Jones October 2006 - August 2013
Skills
Sales
Education
Kent State University
Creative Design LLC August 2013 - Present
Edward Jones October 2006 - August 2013
Skills
Sales
Education
Kent State University
Paul Gentry's Edward Jones Experience January 2011 - December 2011
Job Assistant Director at Fermanian Business & Economic Institute
Industry Financial Services
Experience
Fermanian Business & Economic Institute June 2015 - Present
McGraw-Hill Education November 2013 - June 2015
Denali Advisors May 2012 - April 2013
Edward Jones January 2011 - December 2011
Point Loma Nazarene University May 2008 - August 2010
Skills
Leadership, Financial Analysis, Investments, Public Speaking, Strategic Planning, Customer Service, Financial Services, Microsoft Excel, Finance
Education
Point Loma Nazarene University 2008 — 2010
MBA, Business
Kansas State University 1999 — 2003
Bachelor of Science (BS), Public Relations/Marketing
Fermanian Business & Economic Institute June 2015 - Present
McGraw-Hill Education November 2013 - June 2015
Denali Advisors May 2012 - April 2013
Edward Jones January 2011 - December 2011
Point Loma Nazarene University May 2008 - August 2010
Skills
Leadership, Financial Analysis, Investments, Public Speaking, Strategic Planning, Customer Service, Financial Services, Microsoft Excel, Finance
Education
Point Loma Nazarene University 2008 — 2010
MBA, Business
Kansas State University 1999 — 2003
Bachelor of Science (BS), Public Relations/Marketing
Justin Worthy Justin Worthy's Edward Jones Experience November 2013 - March 2014
Job Building Engineer at Hines
Industry Facilities Services
Experience
Hines April 2015 - Present
Cambrex July 2014 - March 2015
Edward Jones November 2013 - March 2014
US Navy March 2004 - December 2013
Skills
Nuclear Power Plants, Maintenance Management, Preventive Maintenance, Maintenance Supervision, Reactor, Submarines, Steam, Navy, Maintenance, Plant Operations, Military Training, Maintenance & Repair, Military, Personnel Supervision, Corrective Maintenance, Mechanical Systems, Steam Turbines, Planned Preventative..., Security Clearance, Quality Assurance, Military Experience, Damage Control, Mechanical Aptitude, Radiation Safety, Steam Systems, Nuclear Safety, Plant Maintenance, Program Management
Education
Thomas Edison State College 2008 — 2012
Bachelor of Applied Science (BASc), Nuclear Engineering Technology
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Project Management
Hines April 2015 - Present
Cambrex July 2014 - March 2015
Edward Jones November 2013 - March 2014
US Navy March 2004 - December 2013
Skills
Nuclear Power Plants, Maintenance Management, Preventive Maintenance, Maintenance Supervision, Reactor, Submarines, Steam, Navy, Maintenance, Plant Operations, Military Training, Maintenance & Repair, Military, Personnel Supervision, Corrective Maintenance, Mechanical Systems, Steam Turbines, Planned Preventative..., Security Clearance, Quality Assurance, Military Experience, Damage Control, Mechanical Aptitude, Radiation Safety, Steam Systems, Nuclear Safety, Plant Maintenance, Program Management
Education
Thomas Edison State College 2008 — 2012
Bachelor of Applied Science (BASc), Nuclear Engineering Technology
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Project Management
Corey Dean, CRIS's Edward Jones Experience June 2012 - August 2012
Job Underwriter at Zurich North America
Industry Insurance
Experience
Zurich North America 2014 - Present
Edward Jones June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Photoshop, Teamwork, Research, Time Management, Event Planning, Facebook, Access, Leadership, Windows, Problem Solving, Social Networking, Outlook, Public Relations
Education
Kansas State University 2009 — 2013
Bachelor of Science (BS), Marketing
Zurich North America 2014 - Present
Edward Jones June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Photoshop, Teamwork, Research, Time Management, Event Planning, Facebook, Access, Leadership, Windows, Problem Solving, Social Networking, Outlook, Public Relations
Education
Kansas State University 2009 — 2013
Bachelor of Science (BS), Marketing
Brian Clayson Brian Clayson's Edward Jones Experience 2008 - 2009
Job Project Manager at Freedonia Group
Industry Market Research
Experience
The Freedonia Group March 2015 - Present
The Freedonia Group January 2014 - Present
Freedonia Group June 2011 - December 2013
PNC Investments March 2009 - May 2011
Edward Jones 2008 - 2009
Kent State University August 2007 - December 2007
Strategic Marketing Associates April 2007 - December 2007
Skills
Analysis, Product Development, Competitive Analysis, Market Research, Forecasting, Strategic Planning, Data Analysis, Research
Education
Kent State University 2006 — 2007
MA, Economics
Kent State University 2003 — 2006
BBA, Economics
The Freedonia Group March 2015 - Present
The Freedonia Group January 2014 - Present
Freedonia Group June 2011 - December 2013
PNC Investments March 2009 - May 2011
Edward Jones 2008 - 2009
Kent State University August 2007 - December 2007
Strategic Marketing Associates April 2007 - December 2007
Skills
Analysis, Product Development, Competitive Analysis, Market Research, Forecasting, Strategic Planning, Data Analysis, Research
Education
Kent State University 2006 — 2007
MA, Economics
Kent State University 2003 — 2006
BBA, Economics
Jon Schubert CFP®'s Edward Jones Experience December 2002 - Present
Job Financial advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones December 2002 - Present
Varsity Company May 1997 - August 2001
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Financial Services, Securities, Insurance, Strategic Planning, Finance, Leadership
Education
Kaplan University 2013 — 2014
CFP® Course, Financial Planning and Services
Liberty University 1997 — 2001
Bachelor's degree, Psychology
Edward Jones December 2002 - Present
Varsity Company May 1997 - August 2001
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Financial Services, Securities, Insurance, Strategic Planning, Finance, Leadership
Education
Kaplan University 2013 — 2014
CFP® Course, Financial Planning and Services
Liberty University 1997 — 2001
Bachelor's degree, Psychology
Sean Tyll II's Edward Jones Experience August 2012 - November 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Edward Jones August 2012 - November 2014
Walmart September 2011 - September 2012
Bank of America Merchant Services June 2010 - September 2011
PepsiCo 2009 - 2010
Skills
Banking, Credit, Fixed Income, Credit Risk, Capital Markets, Commercial Banking, Portfolio Management, Retail Banking, Derivatives, Investment Banking, Equities, Finance, Sales, Investments, Financial Services, Relationship Management, Securities, Mutual Funds, Asset Management, Series 7, Retirement Planning, Bonds, Financial Advisory, Retail, Leadership
Education
J. Sargant Reynolds
Business Administration and Management, General
Kaplan University
Series 7 License
Kaplan University
Series 66
Wells Fargo Advisors November 2014 - Present
Edward Jones August 2012 - November 2014
Walmart September 2011 - September 2012
Bank of America Merchant Services June 2010 - September 2011
PepsiCo 2009 - 2010
Skills
Banking, Credit, Fixed Income, Credit Risk, Capital Markets, Commercial Banking, Portfolio Management, Retail Banking, Derivatives, Investment Banking, Equities, Finance, Sales, Investments, Financial Services, Relationship Management, Securities, Mutual Funds, Asset Management, Series 7, Retirement Planning, Bonds, Financial Advisory, Retail, Leadership
Education
J. Sargant Reynolds
Business Administration and Management, General
Kaplan University
Series 7 License
Kaplan University
Series 66
Temeka Easter Temeka Easter's Edward Jones Experience July 2000 - June 2006
Job Social Media Guru | Marketing | Communications Professional
Industry Financial Services
Experience
Sallie Mae April 2013 - Present
Upromise Investments, Inc. June 2006 - April 2013
Edward Jones July 2000 - June 2006
Washington University School of Medicine May 1997 - May 2000
Skills
Social Media, Facebook, Twitter Marketing, Social Media Measurement, Linkedin Marketing, Management, Facebook Marketing, Leadership, Training, Leadership Development, Public Speaking, Customer Service, Team Building, Coaching, Human Resources, Marketing, Strategic Planning, Recruiting, Employee Benefits, CRM, Social Media Marketing, Employee Relations, 401k, Nonprofits, Performance Management, Strategic Financial..., Sales, Series 7, Non-profits, Project Planning, PHR, Employee Training, Workshop Facilitation
Education
Keller Graduate School of Management 2005 — 2008
MHRM, Human Resource Management, 3.9
University of Missouri-Saint Louis 1996 — 2000
BSA, BSBA, Accounting, Business Administration
Sallie Mae April 2013 - Present
Upromise Investments, Inc. June 2006 - April 2013
Edward Jones July 2000 - June 2006
Washington University School of Medicine May 1997 - May 2000
Skills
Social Media, Facebook, Twitter Marketing, Social Media Measurement, Linkedin Marketing, Management, Facebook Marketing, Leadership, Training, Leadership Development, Public Speaking, Customer Service, Team Building, Coaching, Human Resources, Marketing, Strategic Planning, Recruiting, Employee Benefits, CRM, Social Media Marketing, Employee Relations, 401k, Nonprofits, Performance Management, Strategic Financial..., Sales, Series 7, Non-profits, Project Planning, PHR, Employee Training, Workshop Facilitation
Education
Keller Graduate School of Management 2005 — 2008
MHRM, Human Resource Management, 3.9
University of Missouri-Saint Louis 1996 — 2000
BSA, BSBA, Accounting, Business Administration
Susana Alvarado-Saba Susana Alvarado-Saba's Edward Jones Experience November 2012 - March 2013
Job Mortgage Loan Processor
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Military Family Home Loans USAA March 2013 - February 2014
Edward Jones November 2012 - March 2013
Wells Fargo Home Mortgage May 2011 - November 2012
Panzanella Bistro Italian Cusine August 2009 - December 2011
Sabas Sports Bar and Grill 2000 - 2009
Skills
Mortgage Lending, Loans, FHA, Credit, FHA financing, Finance, Underwriting, Software Documentation, Analysis, Management, Funding, Program Management, Government Loans, Refinance
Education
ITT Technical Institute-Mpls
Microsoft Office
Normandale Community College
General courses
Kaplan University
Real Estate
Normandale Community College
Business Administration and Management, General
Wells Fargo December 2014 - Present
Military Family Home Loans USAA March 2013 - February 2014
Edward Jones November 2012 - March 2013
Wells Fargo Home Mortgage May 2011 - November 2012
Panzanella Bistro Italian Cusine August 2009 - December 2011
Sabas Sports Bar and Grill 2000 - 2009
Skills
Mortgage Lending, Loans, FHA, Credit, FHA financing, Finance, Underwriting, Software Documentation, Analysis, Management, Funding, Program Management, Government Loans, Refinance
Education
ITT Technical Institute-Mpls
Microsoft Office
Normandale Community College
General courses
Kaplan University
Real Estate
Normandale Community College
Business Administration and Management, General
Fatima Z. Jabeen Fatima Z. Jabeen's Edward Jones Experience January 2001 - Present
Job Senior Branch Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Skills
Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Investments, Portfolio Management, Asset Allocation, Estate Planning, Fixed Income, Investment Strategies, Banking, Mortgage Lending, Credit, Investment Management, Organizational..., Risk Management, Relationship Management, Wealth Management..., Personal Finance, Stocks, Critical Illness, High Net Worth..., Strategic Planning, Financial Services, Fixed Annuities, Investment Advisory, Life Insurance, Financial Advisory, Wealth
Education
Karachi University 1983 — 1985
Masters, Journalism
Edward Jones January 2001 - Present
Skills
Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Investments, Portfolio Management, Asset Allocation, Estate Planning, Fixed Income, Investment Strategies, Banking, Mortgage Lending, Credit, Investment Management, Organizational..., Risk Management, Relationship Management, Wealth Management..., Personal Finance, Stocks, Critical Illness, High Net Worth..., Strategic Planning, Financial Services, Fixed Annuities, Investment Advisory, Life Insurance, Financial Advisory, Wealth
Education
Karachi University 1983 — 1985
Masters, Journalism
Jessica Bettridge Jessica Bettridge's Edward Jones Experience 2012 - Present
Job Independent DistributorAdvocare
Industry Health, Wellness and Fitness
Experience
AdvoCare January 2015 - Present
Edward Jones 2012 - Present
Sutter Health March 2005 - December 2011
North Valley Bank February 2004 - February 2005
Safeway 1998 - 2003
Skills
Customer Service, Word, Teamwork, Phone Etiquette, Time Management, Medicine, Microsoft Word, Medical Transcription, Radiology
Education
Kaplan University 2012 — 2014
Associate's Degree, Medical Transcription/Transcriptionist, 3.98 GPA
Montgomery High School 1997 — 2001
Diploma, General Studies
AdvoCare January 2015 - Present
Edward Jones 2012 - Present
Sutter Health March 2005 - December 2011
North Valley Bank February 2004 - February 2005
Safeway 1998 - 2003
Skills
Customer Service, Word, Teamwork, Phone Etiquette, Time Management, Medicine, Microsoft Word, Medical Transcription, Radiology
Education
Kaplan University 2012 — 2014
Associate's Degree, Medical Transcription/Transcriptionist, 3.98 GPA
Montgomery High School 1997 — 2001
Diploma, General Studies
Joia Webb Joia Webb's Edward Jones Experience January 2014 - May 2015
Job at
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Edward Jones January 2014 - May 2015
Envoy Corporation August 2012 - April 2014
Kaplan May 2010 - August 2012
United Education Institute May 2007 - May 2010
Colonial Bank May 2004 - May 2007
Skills
Finance, Financial Analysis, Budgets, Forecasting, Financial Reporting, Financial Modeling, Financial Accounting, Accounting, Monthly Close Process, G/L Reconciliations, Budget Reconciliation, Strategic Planning, Strategic Financial..., Capacity Planning, Quarterly Reviews, Quarterly Reporting, Corporate Finance, Financial Services, Financial Planning
Education
Kaplan University 2010 — 2013
Bachelor's Degree, Accounting and Finance, 3.80 GPA
Troy University 2009 — 2012
Bachelor of Science (BS), Accounting and Finance
TIAA-CREF May 2015 - Present
Edward Jones January 2014 - May 2015
Envoy Corporation August 2012 - April 2014
Kaplan May 2010 - August 2012
United Education Institute May 2007 - May 2010
Colonial Bank May 2004 - May 2007
Skills
Finance, Financial Analysis, Budgets, Forecasting, Financial Reporting, Financial Modeling, Financial Accounting, Accounting, Monthly Close Process, G/L Reconciliations, Budget Reconciliation, Strategic Planning, Strategic Financial..., Capacity Planning, Quarterly Reviews, Quarterly Reporting, Corporate Finance, Financial Services, Financial Planning
Education
Kaplan University 2010 — 2013
Bachelor's Degree, Accounting and Finance, 3.80 GPA
Troy University 2009 — 2012
Bachelor of Science (BS), Accounting and Finance
Rosie Blowers Rosie Blowers's Edward Jones Experience May 2005 - December 2011
Job Owner, jeweler at QuickSilver Studio
Industry Marketing and Advertising
Experience
QuickSilver Studio January 2014 - Present
Edward Jones May 2005 - December 2011
Mason Street Suites July 2004 - September 2007
Skills
Small Business, Entrepreneurship, Social Media Marketing, Online Advertising, Advertising, Marketing, Marketing Strategy, Social Networking, Email Marketing, Social Media, Direct Marketing, New Business Development, Marketing Communications, Start-ups, Customer Service, Selling, Sales, Direct Sales
Education
Western Michigan University 1970 — 1974
3 1/2 years of study, Business Administration and Management, General
Kalamazoo Valley Community College 1972 — 1973
QuickSilver Studio January 2014 - Present
Edward Jones May 2005 - December 2011
Mason Street Suites July 2004 - September 2007
Skills
Small Business, Entrepreneurship, Social Media Marketing, Online Advertising, Advertising, Marketing, Marketing Strategy, Social Networking, Email Marketing, Social Media, Direct Marketing, New Business Development, Marketing Communications, Start-ups, Customer Service, Selling, Sales, Direct Sales
Education
Western Michigan University 1970 — 1974
3 1/2 years of study, Business Administration and Management, General
Kalamazoo Valley Community College 1972 — 1973
Chad Conrey Chad Conrey's Edward Jones Experience March 2010 - December 2010
Job Vice President at Goddard Mason
Industry Staffing and Recruiting
Experience
Goddard Mason November 2014 - Present
Belk May 2014 - October 2014
Belk July 2013 - May 2014
Independent April 2011 - January 2014
Northwestern Mutual April 2011 - August 2012
Edward Jones March 2010 - December 2010
Ryeco, Inc June 1998 - January 2009
Skills
Leadership, Management, Disability Insurance, Sales, CRM, Term Life Insurance, Sales Management, Finance, Investments, Life Insurance, Life & Health Insurance..., Account Management, Permanent Life Insurance, Long Term Care Insurance, Marketing, Securities, Wealth Accumulation, Wealth, Licensed Life Insurance..., Financial Analysis, Product Development, Selling, Microsoft Office, Analysis, Business Analysis, Data Analysis, Change Management, Salesforce.com, Microsoft Excel, Microsoft Word, Sales Operations, Project Management, Cold Calling, Health Insurance, Employee Benefits, Small Business, Business Development, Forecasting, Goldmine, Contact Management, Lead Generation, Sales Process, Recruiting, IT Recruitment, Technical Recruiting, Internet Recruiting, Sales Recruitment, Executive Sales..., Personnel Management
Education
Kennesaw State University 1989 — 1994
B.S., Psychology & Marketing
Sprayberry High 1985 — 1989
Goddard Mason November 2014 - Present
Belk May 2014 - October 2014
Belk July 2013 - May 2014
Independent April 2011 - January 2014
Northwestern Mutual April 2011 - August 2012
Edward Jones March 2010 - December 2010
Ryeco, Inc June 1998 - January 2009
Skills
Leadership, Management, Disability Insurance, Sales, CRM, Term Life Insurance, Sales Management, Finance, Investments, Life Insurance, Life & Health Insurance..., Account Management, Permanent Life Insurance, Long Term Care Insurance, Marketing, Securities, Wealth Accumulation, Wealth, Licensed Life Insurance..., Financial Analysis, Product Development, Selling, Microsoft Office, Analysis, Business Analysis, Data Analysis, Change Management, Salesforce.com, Microsoft Excel, Microsoft Word, Sales Operations, Project Management, Cold Calling, Health Insurance, Employee Benefits, Small Business, Business Development, Forecasting, Goldmine, Contact Management, Lead Generation, Sales Process, Recruiting, IT Recruitment, Technical Recruiting, Internet Recruiting, Sales Recruitment, Executive Sales..., Personnel Management
Education
Kennesaw State University 1989 — 1994
B.S., Psychology & Marketing
Sprayberry High 1985 — 1989
Thomas Hannagan, Jr. Thomas Hannagan, Jr.'s Edward Jones Experience 2008 - 2009
Job Agent at American General Life Companies
Industry Insurance
Experience
American General Life Companies 2009 - Present
Edward Jones 2008 - 2009
Arkansas Industrial Machinery 2006 - 2008
Fleetwood Enterprises 1994 - 2006
Fleetwood Enterprises 1985 - 1994
Skills
Sales Management, Sales Presentations, Marketing Management, Marketing, Market Analysis, New Business Development, Product Development, Product Launch, Project Planning, Service Management, Public Relations, Annuities, Disability Insurance, Insurance, Series 7, Series 6, Series 66, Long Term Care, Health Insurance
Education
California State University-Fresno
Bachelor of Science (BS), Business Administration and Management, General
Kaplan Career Institute-Nashville
Insurance
American General Life Companies 2009 - Present
Edward Jones 2008 - 2009
Arkansas Industrial Machinery 2006 - 2008
Fleetwood Enterprises 1994 - 2006
Fleetwood Enterprises 1985 - 1994
Skills
Sales Management, Sales Presentations, Marketing Management, Marketing, Market Analysis, New Business Development, Product Development, Product Launch, Project Planning, Service Management, Public Relations, Annuities, Disability Insurance, Insurance, Series 7, Series 6, Series 66, Long Term Care, Health Insurance
Education
California State University-Fresno
Bachelor of Science (BS), Business Administration and Management, General
Kaplan Career Institute-Nashville
Insurance
Nancy Torno Nancy Torno's Edward Jones Experience January 2008 - Present
Job Oncall Office Asst. at Edward Jones
Industry Investment Management
Experience
Edward Jones January 2008 - Present
University of Nevada, Las Vegas February 1999 - July 2006
Skills
Outlook, Microsoft Word, Office Administration, Front Office, Event Management, Invoice Processing, Customer Service, Public Relations, Editing, Training, Admissions, Interviews, Time Management, Facebook, Public Speaking, Employee Training, Research, University Teaching, Curriculum Development, Graduations, Student Development, Student Recruiting, Student Financial Aid, Hiring Employees, Higher Education, Orientation Programs, Written & Oral..., Conference Coordination, Academic Advising, Academic Writing, Academic Achievement, Academic Administration, Academic Background, University Recruitment, Faculty Relations, Academic Databases
Education
Kansas State University 2004 — 2006
Masters Certification, Education, Academic Advising
University of Nevada-Las Vegas 1990 — 1996
BA, Cum Laude, Communication Studies
St. Louis Community College 1973 — 1987
Journalism
Edward Jones January 2008 - Present
University of Nevada, Las Vegas February 1999 - July 2006
Skills
Outlook, Microsoft Word, Office Administration, Front Office, Event Management, Invoice Processing, Customer Service, Public Relations, Editing, Training, Admissions, Interviews, Time Management, Facebook, Public Speaking, Employee Training, Research, University Teaching, Curriculum Development, Graduations, Student Development, Student Recruiting, Student Financial Aid, Hiring Employees, Higher Education, Orientation Programs, Written & Oral..., Conference Coordination, Academic Advising, Academic Writing, Academic Achievement, Academic Administration, Academic Background, University Recruitment, Faculty Relations, Academic Databases
Education
Kansas State University 2004 — 2006
Masters Certification, Education, Academic Advising
University of Nevada-Las Vegas 1990 — 1996
BA, Cum Laude, Communication Studies
St. Louis Community College 1973 — 1987
Journalism
Bryant Tillman-Kelly Bryant Tillman-Kelly's Edward Jones Experience January 2009 - January 2010
Job Operations at CITGO Petroleum
Industry Education Management
Experience
CITGO Petroleum June 2011 - Present
Education Concepts November 2006 - Present
Chicago State University September 2009 - August 2010
Edward Jones January 2009 - January 2010
ZipRealty 2010 - 2010
Thornton Township High School District 205 December 2006 - December 2008
University of Illionois 2002 - 2006
Skills
Project Management, Business Planning, Business Consulting, Human Resources, Entrepreneurship, Management Consulting, Strategic Planning, Budgets, Leadership Development, Organizational..., Leadership, Finance, Risk Management, Training, Strategy, Analysis
Education
Loyola University Chicago School of Law 2012 — 2014
Master of Juriprudence, Business Lawn and Corporate Governance
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA, Business Administration
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor, Political Science
Thornwood High School 1998 — 2002
H.S. Diploma
CITGO Petroleum June 2011 - Present
Education Concepts November 2006 - Present
Chicago State University September 2009 - August 2010
Edward Jones January 2009 - January 2010
ZipRealty 2010 - 2010
Thornton Township High School District 205 December 2006 - December 2008
University of Illionois 2002 - 2006
Skills
Project Management, Business Planning, Business Consulting, Human Resources, Entrepreneurship, Management Consulting, Strategic Planning, Budgets, Leadership Development, Organizational..., Leadership, Finance, Risk Management, Training, Strategy, Analysis
Education
Loyola University Chicago School of Law 2012 — 2014
Master of Juriprudence, Business Lawn and Corporate Governance
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA, Business Administration
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor, Political Science
Thornwood High School 1998 — 2002
H.S. Diploma
Von Hallauer's Edward Jones Experience July 2001 - November 2011
Job Financial Advisor with Raymond James
Industry Financial Services
Experience
Raymond James November 2011 - Present
Edward Jones July 2001 - November 2011
Pactel Paging 1993 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Financial Advisory, IRAs, Bonds, Series 7, Series 63, Financial Goals, Strategic Financial..., Long-term Care, Portfolio Management, Asset Allocation
Education
Kansas State University 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Raymond James November 2011 - Present
Edward Jones July 2001 - November 2011
Pactel Paging 1993 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Financial Advisory, IRAs, Bonds, Series 7, Series 63, Financial Goals, Strategic Financial..., Long-term Care, Portfolio Management, Asset Allocation
Education
Kansas State University 1985 — 1989
Bachelor of Science in Business Administration, Marketing
Renae Johnson's Edward Jones Experience June 2008 - March 2009
Job Regional Leader at Primerica
Industry Financial Services
Experience
Primerica March 2009 - Present
Edward Jones June 2008 - March 2009
Education
Kaplan University 2006 — 2008
Associates, Accounting
Primerica March 2009 - Present
Edward Jones June 2008 - March 2009
Education
Kaplan University 2006 — 2008
Associates, Accounting
Eric Walter's Edward Jones Experience 2001 - 2003
Job Vice President / Commercial Lender at Emprise Bank
Industry Banking
Experience
Emprise Bank March 2011 - Present
First State Bank and Trust November 2006 - March 2011
Bank of America 2004 - 2006
Edward Jones 2001 - 2003
Central Bank & Trust 1998 - 2000
UMB Bank 1994 - 1998
Garden Plain State Bank 1993 - 1994
Fastenal 1991 - 1993
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Lines Of Credit, Consumer Lending, Budgets, Credit Risk, Mortgage Lending, Portfolio Management, Financial Analysis, Retail Banking, Relationship Management, Small Business Lending, Cash Management, Finance, Financial Risk, Wealth Management
Education
Kansas State University 1986 — 1991
BS, Marketing
Meade High School
Emprise Bank March 2011 - Present
First State Bank and Trust November 2006 - March 2011
Bank of America 2004 - 2006
Edward Jones 2001 - 2003
Central Bank & Trust 1998 - 2000
UMB Bank 1994 - 1998
Garden Plain State Bank 1993 - 1994
Fastenal 1991 - 1993
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Lines Of Credit, Consumer Lending, Budgets, Credit Risk, Mortgage Lending, Portfolio Management, Financial Analysis, Retail Banking, Relationship Management, Small Business Lending, Cash Management, Finance, Financial Risk, Wealth Management
Education
Kansas State University 1986 — 1991
BS, Marketing
Meade High School
Taylor Morse's Edward Jones Experience December 2012 - September 2014
Job Sales Management Intern at Nordstrom
Industry Marketing and Advertising
Experience
Nordstrom June 2015 - Present
Edward Jones December 2012 - September 2014
Fellowship of Christian Athletes May 2013 - July 2014
ASOS.com February 2014 - May 2014
Skills
Study Abroad Programs, Microsoft Office, Microsoft Excel, Event Planning, Office Administration, Social Media, Leadership, Public Speaking, Time Management, Event Management, Team Building, Teamwork
Education
Kansas State University 2012 — 2016
Bachelor of Science (BS), Business Marketing, 3.64/4.0
Università Cattolica del Sacro Cuore 2014 — 2014
Study abroad
Nordstrom June 2015 - Present
Edward Jones December 2012 - September 2014
Fellowship of Christian Athletes May 2013 - July 2014
ASOS.com February 2014 - May 2014
Skills
Study Abroad Programs, Microsoft Office, Microsoft Excel, Event Planning, Office Administration, Social Media, Leadership, Public Speaking, Time Management, Event Management, Team Building, Teamwork
Education
Kansas State University 2012 — 2016
Bachelor of Science (BS), Business Marketing, 3.64/4.0
Università Cattolica del Sacro Cuore 2014 — 2014
Study abroad
Casey Young Casey Young's Edward Jones Experience February 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
TRA School Software Solutions, Inc. June 2014 - February 2015
Hardee Hunt & Williams May 2014 - February 2015
Coastal Cupcakes April 2013 - January 2014
Kanki September 2008 - March 2010
Skills
Series 7, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Social Media, Teamwork, English, QuickBooks, Mac OS, Peachtree, Time Management, Customer Service, Leadership, Team Building, Accounting, Entrepreneurship, Business Development, Windows, Event Planning, Marketing, Sales, Research, Social Networking, Management, Finance, Public Relations, Social Media Marketing, Facebook, Investments, Communication, Financial Analysis, Access, Event Management, Outlook, Data Entry, Banking, Strategic Planning
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Entrepreneurship
KEDGE Business School
International Business
University of Wollongong
Intercultural/Multicultural and Diversity Studies
Edward Jones February 2015 - Present
TRA School Software Solutions, Inc. June 2014 - February 2015
Hardee Hunt & Williams May 2014 - February 2015
Coastal Cupcakes April 2013 - January 2014
Kanki September 2008 - March 2010
Skills
Series 7, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Social Media, Teamwork, English, QuickBooks, Mac OS, Peachtree, Time Management, Customer Service, Leadership, Team Building, Accounting, Entrepreneurship, Business Development, Windows, Event Planning, Marketing, Sales, Research, Social Networking, Management, Finance, Public Relations, Social Media Marketing, Facebook, Investments, Communication, Financial Analysis, Access, Event Management, Outlook, Data Entry, Banking, Strategic Planning
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Entrepreneurship
KEDGE Business School
International Business
University of Wollongong
Intercultural/Multicultural and Diversity Studies
Tim Nuelken's Edward Jones Experience November 2002 - March 2005
Job Disabled from Automobile accident on SSID
Industry Financial Services
Experience
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Becki Buffington-Jaques's Edward Jones Experience March 2010 - September 2010
Job
Industry Telecommunications
Experience
T-Mobile May 2013 - Present
Dionne Enterprises, Inc. August 2012 - May 2013
Idaho Power Company May 2011 - August 2012
Edward Jones March 2010 - September 2010
T-Mobile August 2004 - June 2009
Intermountain Claims, Inc. April 2003 - July 2004
Trade Master, Inc. August 2001 - April 2003
DIRECTV May 1997 - August 2001
Skills
Training, Call Centers, Customer Service, Team Building, Performance Management, Time Management, Interviews, Management, Data Analysis, Supervisory Skills, Office Administration, Data Entry, Personnel Development, Customer Experience, Telecommunications
Education
Kaplan University 2010 — 2012
Associate of Science (A.S.), Human Services
Nampa High School 1991 — 1995
Diploma, General
T-Mobile May 2013 - Present
Dionne Enterprises, Inc. August 2012 - May 2013
Idaho Power Company May 2011 - August 2012
Edward Jones March 2010 - September 2010
T-Mobile August 2004 - June 2009
Intermountain Claims, Inc. April 2003 - July 2004
Trade Master, Inc. August 2001 - April 2003
DIRECTV May 1997 - August 2001
Skills
Training, Call Centers, Customer Service, Team Building, Performance Management, Time Management, Interviews, Management, Data Analysis, Supervisory Skills, Office Administration, Data Entry, Personnel Development, Customer Experience, Telecommunications
Education
Kaplan University 2010 — 2012
Associate of Science (A.S.), Human Services
Nampa High School 1991 — 1995
Diploma, General
Letia Sirmans's Edward Jones Experience March 2014 - Present
Job Human Resource Business Partner
Industry Human Resources
Experience
Lockheed Martin July 2015 - Present
Edward Jones March 2014 - Present
Edward Jones October 2013 - Present
World Omni Financial/JM Family Enterprise August 2012 - June 2013
Comcast June 2007 - June 2012
Comcast June 2007 - June 2012
John Henry May 2005 - May 2007
Skills
College Recruiting, Interviews, New Hire Orientations, Workshop Facilitation, Talent Acquisition, Employee Relations, Strategic Planning, Recruiting, Succession Planning, Onboarding, Training, Leadership, Coaching, Organizational..., Employee Engagement, Human Resources, Workforce Planning, Personnel Management, Policy, Performance Management
Education
Kent State University 2003 — 2004
MA, Organization Development
The University of Akron 1991 — 1995
BA, Communication
Lockheed Martin July 2015 - Present
Edward Jones March 2014 - Present
Edward Jones October 2013 - Present
World Omni Financial/JM Family Enterprise August 2012 - June 2013
Comcast June 2007 - June 2012
Comcast June 2007 - June 2012
John Henry May 2005 - May 2007
Skills
College Recruiting, Interviews, New Hire Orientations, Workshop Facilitation, Talent Acquisition, Employee Relations, Strategic Planning, Recruiting, Succession Planning, Onboarding, Training, Leadership, Coaching, Organizational..., Employee Engagement, Human Resources, Workforce Planning, Personnel Management, Policy, Performance Management
Education
Kent State University 2003 — 2004
MA, Organization Development
The University of Akron 1991 — 1995
BA, Communication
Monty Schrunk's Edward Jones Experience March 2007 - Present
Job Senior DB2 Database Administrator; NRA Certified Instructor
Industry Financial Services
Experience
Full Armor Defense, LLC April 2015 - Present
Edward Jones March 2007 - Present
M.S. Gun Training June 2011 - April 2015
Edward Jones January 1999 - March 2007
Christ in the Wilderness Ministries 2003 - 2006
Edward Jones February 1998 - January 1999
Edward Jones February 1994 - February 1998
Wohl Shoe Co December 1992 - February 1994
Boy Scouts of America June 1992 - August 1992
Skills
Leadership, Strategic Planning, Training, Firearms Instruction, Relational Data Modeling, DB2, Database Design, Customer Service, Database Administration, Teaching, Public Speaking
Education
Keller Graduate School of Management 1995 — 1998
Master of Business Administration (M.B.A.), Marketing focus
Southeast Missouri State University 1988 — 1992
Bachelor of Science, Computer Science, minor in Marketing
Ozark High School 1984 — 1988
N/A
Full Armor Defense, LLC April 2015 - Present
Edward Jones March 2007 - Present
M.S. Gun Training June 2011 - April 2015
Edward Jones January 1999 - March 2007
Christ in the Wilderness Ministries 2003 - 2006
Edward Jones February 1998 - January 1999
Edward Jones February 1994 - February 1998
Wohl Shoe Co December 1992 - February 1994
Boy Scouts of America June 1992 - August 1992
Skills
Leadership, Strategic Planning, Training, Firearms Instruction, Relational Data Modeling, DB2, Database Design, Customer Service, Database Administration, Teaching, Public Speaking
Education
Keller Graduate School of Management 1995 — 1998
Master of Business Administration (M.B.A.), Marketing focus
Southeast Missouri State University 1988 — 1992
Bachelor of Science, Computer Science, minor in Marketing
Ozark High School 1984 — 1988
N/A
Warren Noble's Edward Jones Experience 2002 - 2003
Job Sr. Lead Applications Support Analyst at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters 2004 - Present
Edward Jones 2002 - 2003
Fastenal 1998 - 2002
Hays Medical Center 1996 - 1998
Skills
Product Management, SQL, Requirements Analysis, Financial Analysis, Access, Business Analysis, Troubleshooting, Windows
Education
Kansas State University 1991 — 1996
2 Bachelors Degrees, General Business '93 & Business Education '96
Thomson Reuters 2004 - Present
Edward Jones 2002 - 2003
Fastenal 1998 - 2002
Hays Medical Center 1996 - 1998
Skills
Product Management, SQL, Requirements Analysis, Financial Analysis, Access, Business Analysis, Troubleshooting, Windows
Education
Kansas State University 1991 — 1996
2 Bachelors Degrees, General Business '93 & Business Education '96
Tim McClelland's Edward Jones Experience September 2015 - Present
Job Manager, Financial Advisor Compensation & Reporting at Edward Jones
Industry Investment Management
Experience
Edward Jones September 2015 - Present
Edward Jones January 2014 - August 2015
Edward Jones January 2013 - December 2013
Edward Jones August 2010 - January 2013
KPMG LLP. January 2005 - August 2010
Education
Kansas State University 2001 — 2004
B.S., Accounting & Management Information Systems
Edward Jones September 2015 - Present
Edward Jones January 2014 - August 2015
Edward Jones January 2013 - December 2013
Edward Jones August 2010 - January 2013
KPMG LLP. January 2005 - August 2010
Education
Kansas State University 2001 — 2004
B.S., Accounting & Management Information Systems
Brian Spitzley's Edward Jones Experience February 2008 - March 2011
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC June 2011 - Present
New York Life Insurance Company June 2011 - Present
Edward Jones February 2008 - March 2011
International Mortgage Solutions April 2007 - November 2007
Skills
Life Insurance, Retirement Planning, Retirement, Estate Planning, Term Life Insurance, Insurance, 401(k) Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Education Funding..., Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Seminar Marketing, Personal Finance, Weath Transfer..., Supplements to Employee...
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Business Administration, Marketing
Kellogg Community College 1995 — 1997
Associates, Business
St. Philip
NYLIFE Securities LLC June 2011 - Present
New York Life Insurance Company June 2011 - Present
Edward Jones February 2008 - March 2011
International Mortgage Solutions April 2007 - November 2007
Skills
Life Insurance, Retirement Planning, Retirement, Estate Planning, Term Life Insurance, Insurance, 401(k) Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Education Funding..., Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Seminar Marketing, Personal Finance, Weath Transfer..., Supplements to Employee...
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Business Administration, Marketing
Kellogg Community College 1995 — 1997
Associates, Business
St. Philip
Carole Martinson's Edward Jones Experience December 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones December 2010 - Present
First Horizon April 2004 - November 2009
KeyBank, Portland August 2001 - April 2004
U.S. Bank July 1998 - August 2001
Skills
Customer Service, Filing, Office Equipment, Portfolio Management, Asset Management, Credit, Insurance, Banking, Outlook, Access, Financial Analysis, Microsoft Excel, Finance, Risk Management
Education
Kaplan University
Associates Degree, Business Administration
Oregon State University
Edward Jones December 2010 - Present
First Horizon April 2004 - November 2009
KeyBank, Portland August 2001 - April 2004
U.S. Bank July 1998 - August 2001
Skills
Customer Service, Filing, Office Equipment, Portfolio Management, Asset Management, Credit, Insurance, Banking, Outlook, Access, Financial Analysis, Microsoft Excel, Finance, Risk Management
Education
Kaplan University
Associates Degree, Business Administration
Oregon State University
Jessica Walsh, CPA, MBA's Edward Jones Experience February 2008 - October 2012
Job Senior Accountant at XTRA Lease
Industry Accounting
Experience
XTRA Lease LLC June 2014 - Present
Perficient October 2012 - June 2014
Edward Jones February 2008 - October 2012
Wolters Kluwer August 2007 - February 2008
Hanson Brick April 2006 - August 2007
State of South Carolina 2005 - 2006
Palmetto Citizens Federal Credit Union 2003 - 2005
Kroger 1993 - 2003
Skills
Accounting, Accounts Receivable, Financial Reporting, Budgets, Finance, Account Reconciliation, General Ledger, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA, Accounting
University of South Carolina - The Moore School of Business 1995 — 2002
Bachelor of Science, Accounting
University of South Carolina-Columbia 1995 — 1999
BA, Psychology
XTRA Lease LLC June 2014 - Present
Perficient October 2012 - June 2014
Edward Jones February 2008 - October 2012
Wolters Kluwer August 2007 - February 2008
Hanson Brick April 2006 - August 2007
State of South Carolina 2005 - 2006
Palmetto Citizens Federal Credit Union 2003 - 2005
Kroger 1993 - 2003
Skills
Accounting, Accounts Receivable, Financial Reporting, Budgets, Finance, Account Reconciliation, General Ledger, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA, Accounting
University of South Carolina - The Moore School of Business 1995 — 2002
Bachelor of Science, Accounting
University of South Carolina-Columbia 1995 — 1999
BA, Psychology
Wendy Rick's Edward Jones Experience May 2000 - Present
Job Dept Leader of Business Solutions at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2000 - Present
CheckFree Corporation 1999 - 2000
Skills
Banking, Process Improvement, Business Analysis, Project Management, SDLC, Risk Management, Leadership, Visio, Strategic Planning, Training, Change Management, Analysis, Program Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
Master of Business Administration (M.B.A.), Information Technology
Webster University 2004 — 2007
MAT, Educational Technology
Edward Jones May 2000 - Present
CheckFree Corporation 1999 - 2000
Skills
Banking, Process Improvement, Business Analysis, Project Management, SDLC, Risk Management, Leadership, Visio, Strategic Planning, Training, Change Management, Analysis, Program Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
Master of Business Administration (M.B.A.), Information Technology
Webster University 2004 — 2007
MAT, Educational Technology
Sarah Schlosser's Edward Jones Experience November 2008 - December 2012
Job Executive Director at Leadership Wisconsin
Industry Nonprofit Organization Management
Experience
Leadership Wisconsin January 2013 - Present
Edward Jones November 2008 - December 2012
University of Wisconsin-Extension August 2001 - May 2008
University of Nebraska-Lincoln August 1999 - May 2001
Skills
Public Speaking, Community Outreach, Teaching, Leadership Development, Event Planning, Strategic Planning, Training Facilitation, Program Evaluation, Program Development, Team Building, Adult Education, Impact Evaluation, Needs Analysis, Board Development, Applied Research, Survey Design, Public Participation, Consensus Building, Organizational..., Press Releases, Professional Mentoring, Curriculum Design, Curriculum Development, Training, Staff Development, Project Management, Community Development, Grants, Program Management, Leadership, Strategy
Education
University of Nebraska-Lincoln 1999 — 2001
MS Leadership Education
Kansas State University 1995 — 1999
BS Agriculture
Leadership Wisconsin January 2013 - Present
Edward Jones November 2008 - December 2012
University of Wisconsin-Extension August 2001 - May 2008
University of Nebraska-Lincoln August 1999 - May 2001
Skills
Public Speaking, Community Outreach, Teaching, Leadership Development, Event Planning, Strategic Planning, Training Facilitation, Program Evaluation, Program Development, Team Building, Adult Education, Impact Evaluation, Needs Analysis, Board Development, Applied Research, Survey Design, Public Participation, Consensus Building, Organizational..., Press Releases, Professional Mentoring, Curriculum Design, Curriculum Development, Training, Staff Development, Project Management, Community Development, Grants, Program Management, Leadership, Strategy
Education
University of Nebraska-Lincoln 1999 — 2001
MS Leadership Education
Kansas State University 1995 — 1999
BS Agriculture
Marti Lupin's Edward Jones Experience April 2012 - Present
Job Administrative Assistant
Industry Pharmaceuticals
Experience
Edward Jones April 2012 - Present
Gallo Wines of New Jersey December 2009 - April 2011
ClinPro Inc. November 2005 - February 2009
Skills
Organizational..., Microsoft Office 2007, Correspondences, Filing, Customer Satisfaction, Travel arrangements, Meeting Agenda..., Program Management, Travel Arrangements, Public Speaking, Statistics, Data Management, User Acceptance Testing, Process Improvement, Software Documentation, Pharmaceutical Industry, Customer Service, SDLC, PowerPoint, Microsoft Office, Organization
Education
Kent State University 1971 — 1975
Bachelor's degree, Health & Physical Education
Kent State University
Health and Physical Education/Fitness
Edward Jones April 2012 - Present
Gallo Wines of New Jersey December 2009 - April 2011
ClinPro Inc. November 2005 - February 2009
Skills
Organizational..., Microsoft Office 2007, Correspondences, Filing, Customer Satisfaction, Travel arrangements, Meeting Agenda..., Program Management, Travel Arrangements, Public Speaking, Statistics, Data Management, User Acceptance Testing, Process Improvement, Software Documentation, Pharmaceutical Industry, Customer Service, SDLC, PowerPoint, Microsoft Office, Organization
Education
Kent State University 1971 — 1975
Bachelor's degree, Health & Physical Education
Kent State University
Health and Physical Education/Fitness
Brian Theis's Edward Jones Experience June 2004 - August 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
AIG Retirement Services 2008 - Present
Edward Jones June 2004 - August 2008
Education
Kansas State University 1999 — 2004
AIG Retirement Services 2008 - Present
Edward Jones June 2004 - August 2008
Education
Kansas State University 1999 — 2004
Jason Yusypchuk, MBA's Edward Jones Experience May 2007 - September 2007
Job Assistant Vice President Strategic Business Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
LPL Financial March 2013 - September 2014
LPL Financial April 2012 - February 2013
LPL Financial December 2009 - March 2012
LPL Financial October 2007 - December 2009
Edward Jones May 2007 - September 2007
San Diego State University - Associated Students May 2005 - May 2007
Skills
Series 7, Series 24, Series 66, Risk Analysis, Leadership, Project Management, Problem Solving, Relationship Management, Exective Presentations, Communication, Training, Forecasting, Budget, Public Speaking, Uniform Combined State..., Outlook, Customer Service, Profitability Analysis, Benchmarking, Business Analysis, Business Valuation, Growth Strategies, Risk Management
Education
San Diego State University-California State University 2014 — 2016
Executive Financial Planner Advanced Certificate
Keller Graduate School of Management of DeVry University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Communication/Business
LPL Financial September 2014 - Present
LPL Financial March 2013 - September 2014
LPL Financial April 2012 - February 2013
LPL Financial December 2009 - March 2012
LPL Financial October 2007 - December 2009
Edward Jones May 2007 - September 2007
San Diego State University - Associated Students May 2005 - May 2007
Skills
Series 7, Series 24, Series 66, Risk Analysis, Leadership, Project Management, Problem Solving, Relationship Management, Exective Presentations, Communication, Training, Forecasting, Budget, Public Speaking, Uniform Combined State..., Outlook, Customer Service, Profitability Analysis, Benchmarking, Business Analysis, Business Valuation, Growth Strategies, Risk Management
Education
San Diego State University-California State University 2014 — 2016
Executive Financial Planner Advanced Certificate
Keller Graduate School of Management of DeVry University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Communication/Business
Michael Walberg's Edward Jones Experience 2003 - 2005
Job Sr. Procurement Representative at Black & Veatch
Industry Oil & Energy
Experience
Black & Veatch January 2012 - Present
Black & Veatch April 2007 - December 2011
Edward Jones 2003 - 2005
Lee Mathews Equipment April 2003 - November 2004
Mr. Rooter Plumbing July 1996 - April 2003
Skills
Six Sigma, Customer Relations, Scheduling, Construction, Problem Solving
Education
Washburn University 1993 — 1996
MBA, Business
Kansas State University 1987 — 1992
BS, Industrial Engineering
Ascension SOR
Black & Veatch January 2012 - Present
Black & Veatch April 2007 - December 2011
Edward Jones 2003 - 2005
Lee Mathews Equipment April 2003 - November 2004
Mr. Rooter Plumbing July 1996 - April 2003
Skills
Six Sigma, Customer Relations, Scheduling, Construction, Problem Solving
Education
Washburn University 1993 — 1996
MBA, Business
Kansas State University 1987 — 1992
BS, Industrial Engineering
Ascension SOR
LaDonda Cunningham's Edward Jones Experience September 2003 - June 2012
Job Administrative Assistant at Madden Securities
Industry Financial Services
Experience
Madden Securities January 2013 - Present
Edward Jones September 2003 - June 2012
Books Are Fun February 2000 - September 2003
House of Lloyd/Christmas Around the World December 1995 - December 2001
Splawn & Simpson Law Offices, Inc September 1989 - January 2000
Skills
Office Administration, Customer Service, Management, Sales, Sales Operations, Finance, Process Scheduler, Accounting, Wealth Management, Insurance, Office Management, Life Insurance, Financial Services, Outlook, Estate Planning, Portfolio Management
Education
Kaplan University 2008 — 2013
Bachelors Degree, Psychology - Child Development
Coronado High School 1978 — 1981
High School Diploma
Madden Securities January 2013 - Present
Edward Jones September 2003 - June 2012
Books Are Fun February 2000 - September 2003
House of Lloyd/Christmas Around the World December 1995 - December 2001
Splawn & Simpson Law Offices, Inc September 1989 - January 2000
Skills
Office Administration, Customer Service, Management, Sales, Sales Operations, Finance, Process Scheduler, Accounting, Wealth Management, Insurance, Office Management, Life Insurance, Financial Services, Outlook, Estate Planning, Portfolio Management
Education
Kaplan University 2008 — 2013
Bachelors Degree, Psychology - Child Development
Coronado High School 1978 — 1981
High School Diploma
Sally Lundblad's Edward Jones Experience September 2009 - Present
Job Branch Office Assistant at Edward Jones
Industry Education Management
Experience
Edward Jones September 2009 - Present
Louisburg USD 416 2009 - Present
Louisburg USD 416 August 1998 - June 2009
Seaman USD 345 August 1995 - June 1998
Skills
Public Speaking, Strategic Planning, Non-profits, Program Development, Community Outreach, Nonprofits, Management, Leadership Development, Teacher Training
Education
Kansas State University 1996 — 1999
Ed.D., Educational Administration
Pittsburg State University 1976 — 1979
M.S., Psychology & Counseling
Stephens College 1970 — 1974
B.A., Psychology, Secondary Education with emphasis in Socia Studies
Field Kindley Memorial High School 1967 — 1970
Edward Jones September 2009 - Present
Louisburg USD 416 2009 - Present
Louisburg USD 416 August 1998 - June 2009
Seaman USD 345 August 1995 - June 1998
Skills
Public Speaking, Strategic Planning, Non-profits, Program Development, Community Outreach, Nonprofits, Management, Leadership Development, Teacher Training
Education
Kansas State University 1996 — 1999
Ed.D., Educational Administration
Pittsburg State University 1976 — 1979
M.S., Psychology & Counseling
Stephens College 1970 — 1974
B.A., Psychology, Secondary Education with emphasis in Socia Studies
Field Kindley Memorial High School 1967 — 1970
Peter Parisi's Edward Jones Experience October 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Education
Kent State University 1969 — 1971
MPA, public administration
State University of New York College at Brockport 1966 — 1969
B.S., economics
Edward Jones October 2009 - Present
Education
Kent State University 1969 — 1971
MPA, public administration
State University of New York College at Brockport 1966 — 1969
B.S., economics
Per PK Kvien's Edward Jones Experience August 2003 - August 2004
Job General Manager at Olympic Shipping AS
Industry Oil & Energy
Experience
Olympic Offshore USA, LLC August 2013 - Present
Olympic Shipping AS August 2013 - September 2015
Viking Advisory Group 2008 - August 2013
The MINT National Bank January 2009 - June 2013
RB Products, Inc & Postel Industries, Inc April 2006 - December 2012
Texas State Bank (now BBVA Compass) September 2005 - April 2007
Metrobank NA (now East West Bank) November 2004 - September 2005
Edward Jones August 2003 - August 2004
JP Morgan Chase May 1997 - August 2003
Skills
Mergers & Acquisitions, Finance, Portfolio Management, Strategy, Investments, Banking, Credit, Loans, Financial Reporting, Entrepreneurship, Capital Markets, Management, Investment Banking, Analysis, Financial Services, Risk Management, Financial Analysis, Leadership, Financial Modeling, Due Diligence, Corporate Finance, Credit Analysis
Education
Jones Graduate School of Business, Rice University 1995 — 1997
MBA, Finance and Accounting
Louisiana State University 1990 — 1995
B.S., Finance
Louisiana State University 1990 — 1994
B.S., International Trade
Olympic Offshore USA, LLC August 2013 - Present
Olympic Shipping AS August 2013 - September 2015
Viking Advisory Group 2008 - August 2013
The MINT National Bank January 2009 - June 2013
RB Products, Inc & Postel Industries, Inc April 2006 - December 2012
Texas State Bank (now BBVA Compass) September 2005 - April 2007
Metrobank NA (now East West Bank) November 2004 - September 2005
Edward Jones August 2003 - August 2004
JP Morgan Chase May 1997 - August 2003
Skills
Mergers & Acquisitions, Finance, Portfolio Management, Strategy, Investments, Banking, Credit, Loans, Financial Reporting, Entrepreneurship, Capital Markets, Management, Investment Banking, Analysis, Financial Services, Risk Management, Financial Analysis, Leadership, Financial Modeling, Due Diligence, Corporate Finance, Credit Analysis
Education
Jones Graduate School of Business, Rice University 1995 — 1997
MBA, Finance and Accounting
Louisiana State University 1990 — 1995
B.S., Finance
Louisiana State University 1990 — 1994
B.S., International Trade
John Shumaker's Edward Jones Experience October 2009 - June 2010
Job Database Engineer at Knotice, an IgnitionOne company
Industry Information Technology and Services
Experience
Knotice, an IgnitionOne company February 2014 - Present
Chesterfield Insurance Agency June 2010 - February 2014
Edward Jones October 2009 - June 2010
InfoCision Management Corporation July 2005 - October 2009
Diebold August 2004 - July 2005
Skills
Microsoft SQL Server, Microsoft Word, Database Design, SQL, SSRS, T-SQL, PowerPoint, Microsoft Excel, Databases
Education
The University of Akron 2002 — 2004
BS, Management Information Systems
Kent State University 2000 — 2002
Knotice, an IgnitionOne company February 2014 - Present
Chesterfield Insurance Agency June 2010 - February 2014
Edward Jones October 2009 - June 2010
InfoCision Management Corporation July 2005 - October 2009
Diebold August 2004 - July 2005
Skills
Microsoft SQL Server, Microsoft Word, Database Design, SQL, SSRS, T-SQL, PowerPoint, Microsoft Excel, Databases
Education
The University of Akron 2002 — 2004
BS, Management Information Systems
Kent State University 2000 — 2002
Debbie (Vargo) Romano's Edward Jones Experience November 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2009 - Present
UPS Supply Chain Solutions April 2007 - November 2009
SRP Federal Credit Union May 2004 - April 2007
Skills
Office Management, Investments, Office Administration, Strategic Financial..., Administrative..., Outlook, Customer Service, Microsoft Excel, Financial Analysis, Finance, Insurance, Access, Banking, Employee Benefits, Microsoft Office, Data Entry, Leadership, PowerPoint, Human Resources, Budgets
Education
Kent State University 1992 — 1994
Business
Technical College of the Lowcountry
Business Administration and Management, General
Edward Jones November 2009 - Present
UPS Supply Chain Solutions April 2007 - November 2009
SRP Federal Credit Union May 2004 - April 2007
Skills
Office Management, Investments, Office Administration, Strategic Financial..., Administrative..., Outlook, Customer Service, Microsoft Excel, Financial Analysis, Finance, Insurance, Access, Banking, Employee Benefits, Microsoft Office, Data Entry, Leadership, PowerPoint, Human Resources, Budgets
Education
Kent State University 1992 — 1994
Business
Technical College of the Lowcountry
Business Administration and Management, General
Anwer Suri's Edward Jones Experience July 2006 - September 2006
Job Advisor, Enterprise Systems at PBM
Industry Insurance
Experience
CVS Caremark Corporation November 2006 - Present
Chrysler Financial September 2006 - November 2006
Edward Jones July 2006 - September 2006
Combined Insurance August 1999 - June 2006
Sears, Roebuck and Co. March 1998 - July 1999
Bristol-Myers Squibb September 1997 - February 1998
Pakistan Steel Mills Corporation March 1977 - August 1997
Skills
DB2, VSAM, Business Analysis, Mainframe, COBOL, SDLC, Web Applications, Change Management, CICS, JCL, SSIS, Teamwork, Six Sigma, Data Warehousing, PL/SQL, IBM Mainframe, Oracle, Visio, ETL, Software Development, Requirements Gathering, Requirements Analysis, PMP, Software Documentation, Software Project..., Vendor Management, SQL, SOA, Enterprise Architecture, Systems Analysis, Unix, User Acceptance Testing, Websphere, Informatica, Application Architecture, Agile Methodologies
Education
University of Karachi 1980 — 1982
MSc
CVS Caremark Corporation November 2006 - Present
Chrysler Financial September 2006 - November 2006
Edward Jones July 2006 - September 2006
Combined Insurance August 1999 - June 2006
Sears, Roebuck and Co. March 1998 - July 1999
Bristol-Myers Squibb September 1997 - February 1998
Pakistan Steel Mills Corporation March 1977 - August 1997
Skills
DB2, VSAM, Business Analysis, Mainframe, COBOL, SDLC, Web Applications, Change Management, CICS, JCL, SSIS, Teamwork, Six Sigma, Data Warehousing, PL/SQL, IBM Mainframe, Oracle, Visio, ETL, Software Development, Requirements Gathering, Requirements Analysis, PMP, Software Documentation, Software Project..., Vendor Management, SQL, SOA, Enterprise Architecture, Systems Analysis, Unix, User Acceptance Testing, Websphere, Informatica, Application Architecture, Agile Methodologies
Education
University of Karachi 1980 — 1982
MSc
Terry Wilcoxon's Edward Jones Experience October 2009 - January 2011
Job Financial Services Professional
Industry Financial Services
Experience
North Fulton Hospital February 2012 - Present
Edward Jones October 2009 - January 2011
Skywire Software October 1999 - August 2008
Northern Trust June 1995 - September 1999
Pearl Vision July 1994 - May 1995
Skills
Insurance, Strategic Planning, Management, Change Management, Vendor Management, Business Analysis, Program Management, Human Resources, Customer Service, Marketing, Leadership, Account Management, Payroll, Process Improvement, Recruiting
Education
Kansas State University
Home Economics, Art History
North Fulton Hospital February 2012 - Present
Edward Jones October 2009 - January 2011
Skywire Software October 1999 - August 2008
Northern Trust June 1995 - September 1999
Pearl Vision July 1994 - May 1995
Skills
Insurance, Strategic Planning, Management, Change Management, Vendor Management, Business Analysis, Program Management, Human Resources, Customer Service, Marketing, Leadership, Account Management, Payroll, Process Improvement, Recruiting
Education
Kansas State University
Home Economics, Art History
Read Ferguson's Edward Jones Experience 2008 - 2009
Job Western Edge Architecture & Design
Industry Architecture & Planning
Experience
Western Edge Architecture & Design June 2005 - Present
Western Edge Architecture & Design 2010 - 2011
North Sound Business Network 2008 - 2010
Saez Consulting Engineers 2008 - 2010
Camp Pathfinder 2006 - 2010
ARCHiDEAS 2005 - 2010
West Sound Wildlife Shelter 2008 - 2009
Edward Jones 2008 - 2009
BIOS, LLC 2005 - 2009
Bainbridge Lending Group 2004 - 2006
Skills
Construction Management, Renovation, Residential Design, Project Coordination, Rendering, Construction Drawings, Submittals, BIM, Sustainable Design, Mixed-use, Strategic Planning, Program Management, Feasibility Studies, Space planning, Site Planning, Architectural Drawings, Urban Design, Architecture, Green Building, CAD, Interior Architecture, ArchiCAD, Photography
Education
Syracuse University 1978 — 1980
M.Arch, 1st Proffesional Degree, Architecture
Institute For Architecture & Urban Studies 1974 — 1975
Architecture
Kalamazoo College 1971 — 1975
B.A., Fine Arts- sculpture
Williston Academy 1967 — 1971
Western Edge Architecture & Design June 2005 - Present
Western Edge Architecture & Design 2010 - 2011
North Sound Business Network 2008 - 2010
Saez Consulting Engineers 2008 - 2010
Camp Pathfinder 2006 - 2010
ARCHiDEAS 2005 - 2010
West Sound Wildlife Shelter 2008 - 2009
Edward Jones 2008 - 2009
BIOS, LLC 2005 - 2009
Bainbridge Lending Group 2004 - 2006
Skills
Construction Management, Renovation, Residential Design, Project Coordination, Rendering, Construction Drawings, Submittals, BIM, Sustainable Design, Mixed-use, Strategic Planning, Program Management, Feasibility Studies, Space planning, Site Planning, Architectural Drawings, Urban Design, Architecture, Green Building, CAD, Interior Architecture, ArchiCAD, Photography
Education
Syracuse University 1978 — 1980
M.Arch, 1st Proffesional Degree, Architecture
Institute For Architecture & Urban Studies 1974 — 1975
Architecture
Kalamazoo College 1971 — 1975
B.A., Fine Arts- sculpture
Williston Academy 1967 — 1971
Nancy Drew's Edward Jones Experience July 2010 - June 2013
Job Licensed Life, Health, Accident Insurance Agent
Industry Insurance
Experience
HealthMarkets 2013 - Present
Edward Jones July 2010 - June 2013
Holiday Retirement December 2007 - September 2009
Powell Valuation Inc May 2009 - August 2009
Ticor Title 2007 - 2009
AmeriTitle and Ticor April 2001 - January 2007
Bowman Interface Technologies December 1999 - April 2001
Skills
HTML, CSS, Illustrator, Marketing, Customer Service, Microsoft Excel, Business Development, Quality Assurance, Customer Satisfaction, General Insurance, Health Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Accounting, Accounts Receivable
Education
Kaplan University 2002 — 2004
B.S
HealthMarkets 2013 - Present
Edward Jones July 2010 - June 2013
Holiday Retirement December 2007 - September 2009
Powell Valuation Inc May 2009 - August 2009
Ticor Title 2007 - 2009
AmeriTitle and Ticor April 2001 - January 2007
Bowman Interface Technologies December 1999 - April 2001
Skills
HTML, CSS, Illustrator, Marketing, Customer Service, Microsoft Excel, Business Development, Quality Assurance, Customer Satisfaction, General Insurance, Health Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Accounting, Accounts Receivable
Education
Kaplan University 2002 — 2004
B.S
Heather Tabellion's Edward Jones Experience January 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Medical Devices
Experience
Edward Jones January 2013 - Present
Integra Spine January 2010 - October 2012
Bridgestone Americas Tire Operations 2001 - 2009
Skills
Office Equipment, Google Docs, Microsoft Office, FedEx, Product Development, Medical Devices, Quality Assurance, Operations Management, Inventory Management, Cross-functional Team..., Customer Service, Project Management, PowerPoint, Continuous Improvement
Education
Kent State University
Associate's degree, Liberal Arts/Business
Edward Jones January 2013 - Present
Integra Spine January 2010 - October 2012
Bridgestone Americas Tire Operations 2001 - 2009
Skills
Office Equipment, Google Docs, Microsoft Office, FedEx, Product Development, Medical Devices, Quality Assurance, Operations Management, Inventory Management, Cross-functional Team..., Customer Service, Project Management, PowerPoint, Continuous Improvement
Education
Kent State University
Associate's degree, Liberal Arts/Business
Daniel J Murphy's Edward Jones Experience April 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2009 - Present
Skills
Financial Analysis, Wealth Management, Asset Management, Estate Planning, Financial Planning
Education
Bellevue Senior High School
Huron
Kent State University
Edward Jones April 2009 - Present
Skills
Financial Analysis, Wealth Management, Asset Management, Estate Planning, Financial Planning
Education
Bellevue Senior High School
Huron
Kent State University
J Sharon Berg's Edward Jones Experience June 2010 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Leviton January 2009 - October 2009
Education
Kaplan University 2009 — 2010
Business Administration
Edward Jones June 2010 - Present
Leviton January 2009 - October 2009
Education
Kaplan University 2009 — 2010
Business Administration
Polly Gantenbein's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2015 - Present
USD 383 November 2014 - March 2015
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Manhattan Area Technical College March 2013 - August 2014
Kansas State University Athletics January 2013 - April 2013
Kansas State University, July 2012 - January 2013
Ogden Elementary School, USD 383 August 2011 - May 2012
Wasinger for Congress August 2009 - August 2010
North Central Kansas August 2009 - August 2010
Skills
Curriculum Design, Spanish, Staff Development, Higher Education, ESL, Elementary Education, Public Speaking, Non-profits, Microsoft Office, Fundraising, Program Development, Nonprofits, University Teaching, Curriculum Development, Leadership Development
Education
Kansas State University 1987 — 1991
Master of Science (M.S.), Elementary Education
Kansas State University 1980 — 1985
Bachelor of Science (B.S.), education
Beloit Jr Sr High School
Edward Jones May 2015 - Present
USD 383 November 2014 - March 2015
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Manhattan Area Technical College March 2013 - August 2014
Kansas State University Athletics January 2013 - April 2013
Kansas State University, July 2012 - January 2013
Ogden Elementary School, USD 383 August 2011 - May 2012
Wasinger for Congress August 2009 - August 2010
North Central Kansas August 2009 - August 2010
Skills
Curriculum Design, Spanish, Staff Development, Higher Education, ESL, Elementary Education, Public Speaking, Non-profits, Microsoft Office, Fundraising, Program Development, Nonprofits, University Teaching, Curriculum Development, Leadership Development
Education
Kansas State University 1987 — 1991
Master of Science (M.S.), Elementary Education
Kansas State University 1980 — 1985
Bachelor of Science (B.S.), education
Beloit Jr Sr High School
Brian Theis's Edward Jones Experience May 2004 - September 2008
Job Vice President of Market Initiatives AEMI
Industry Marketing and Advertising
Experience
AEMI January 2013 - Present
Advisors Excel February 2010 - September 2013
Edward Jones May 2004 - September 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Small Business, Strategic Planning, Social Media, Marketing Strategy, Financial Planning, Lead Generation, Financial Education
Education
Kansas State University 1999 — 2004
BS, Psychology / Business
AEMI January 2013 - Present
Advisors Excel February 2010 - September 2013
Edward Jones May 2004 - September 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Small Business, Strategic Planning, Social Media, Marketing Strategy, Financial Planning, Lead Generation, Financial Education
Education
Kansas State University 1999 — 2004
BS, Psychology / Business
Nick Rosner's Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Skills
Valuation, Financial Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2010
Edward Jones January 2011 - Present
Skills
Valuation, Financial Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2010
Heather Hauser's Edward Jones Experience June 2015 - Present
Job Edward Jones Branch Office Administrator
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Coastal Horizons Center, Inc. September 2010 - June 2015
Lutheran Social Services of Illinois May 2009 - August 2010
Skills
Behavioral Health, Mental Health Counseling, Mental Health, Motivational..., Financial Services, Marketing Strategy, Business Management, Leadership
Education
Montreat College 2014 — 2015
Master of Science (M.S.), Management and Leadership
Judson University 2007 — 2009
BA, Human Services, Magna Cum Laude
Edward Jones June 2015 - Present
Coastal Horizons Center, Inc. September 2010 - June 2015
Lutheran Social Services of Illinois May 2009 - August 2010
Skills
Behavioral Health, Mental Health Counseling, Mental Health, Motivational..., Financial Services, Marketing Strategy, Business Management, Leadership
Education
Montreat College 2014 — 2015
Master of Science (M.S.), Management and Leadership
Judson University 2007 — 2009
BA, Human Services, Magna Cum Laude
Erin Trayner's Edward Jones Experience December 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2012 - Present
Primary Eyecare Network April 2005 - November 2012
Stephen Post M.D./Island City Optical June 1998 - January 2004
Skills
Healthcare, Microsoft Office, Budgets, Customer Service, Medical Billing, Access, Business Development, Business Process..., Business Strategy, Insurance, Management, Program Development, Project Planning, Leadership, Marketing, Marketing Strategy, Strategic Planning
Education
Kaplan University 2003 — 2006
Bachelor of Science, Business Management
Edward Jones December 2012 - Present
Primary Eyecare Network April 2005 - November 2012
Stephen Post M.D./Island City Optical June 1998 - January 2004
Skills
Healthcare, Microsoft Office, Budgets, Customer Service, Medical Billing, Access, Business Development, Business Process..., Business Strategy, Insurance, Management, Program Development, Project Planning, Leadership, Marketing, Marketing Strategy, Strategic Planning
Education
Kaplan University 2003 — 2006
Bachelor of Science, Business Management
Jane Garrett's Edward Jones Experience 1995 - May 2015
Job Sr BOA at Edward Jones
Industry
Experience
Retired and enjoying Life. May 2015 - Present
Edward Jones 1995 - May 2015
Education
Kansas State University 1979 — 1980
MBA
University of Missouri-Columbia 1972 — 1975
BS in Ed, Biology, General
Retired and enjoying Life. May 2015 - Present
Edward Jones 1995 - May 2015
Education
Kansas State University 1979 — 1980
MBA
University of Missouri-Columbia 1972 — 1975
BS in Ed, Biology, General
Shannon Joy's Edward Jones Experience 2010 - 2010
Job Business Specialist II at Corporate Allocation Services, Inc.
Industry Legal Services
Experience
Corporate Allocation Services, Inc. October 2011 - Present
Ofori & Associates, PC August 2010 - October 2011
Department of Housing August 2007 - March 2010
GABWA 2010 - 2010
Edward Jones 2010 - 2010
Chole Dollaire Event 2010 - 2010
Kennesaw State University 2009 - 2010
Kennesaw State University 1997 - 2010
The Stonehill Group December 2005 - June 2007
The Home Depot November 1998 - December 2005
Skills
Event Planning, Marketing, Microsoft Excel, Microsoft Office, Outlook, Accounting, Accounts Payable, Leadership, Invoicing, Analysis, Budgets, Community Outreach, Employee Relations, Financial Analysis, Fundraising, Public Relations, PowerPoint, Recruiting, Finance, Team Building, Policy
Education
Kennesaw State University 2009 — 2010
Master of Science, Conflict Management
Kennesaw State University 1997 — 2007
Bachelor of Business Administration, Management
SUPPLEMENTAL TRAINING
William M. Raines
Corporate Allocation Services, Inc. October 2011 - Present
Ofori & Associates, PC August 2010 - October 2011
Department of Housing August 2007 - March 2010
GABWA 2010 - 2010
Edward Jones 2010 - 2010
Chole Dollaire Event 2010 - 2010
Kennesaw State University 2009 - 2010
Kennesaw State University 1997 - 2010
The Stonehill Group December 2005 - June 2007
The Home Depot November 1998 - December 2005
Skills
Event Planning, Marketing, Microsoft Excel, Microsoft Office, Outlook, Accounting, Accounts Payable, Leadership, Invoicing, Analysis, Budgets, Community Outreach, Employee Relations, Financial Analysis, Fundraising, Public Relations, PowerPoint, Recruiting, Finance, Team Building, Policy
Education
Kennesaw State University 2009 — 2010
Master of Science, Conflict Management
Kennesaw State University 1997 — 2007
Bachelor of Business Administration, Management
SUPPLEMENTAL TRAINING
William M. Raines
Micah Gear's Edward Jones Experience January 2013 - September 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Edward Jones January 2013 - September 2014
Skills
Series 7, Series 66, Uniform Combined State..., Financial Analysis, Retirement Planning, Wealth Strategies, Investments, Life Insurance, Insurance, Fixed Annuities, Variable Products, Financial Advisory
Education
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Michael J. Coles College of Business; Marketing/Management
Wells Fargo Advisors September 2014 - Present
Edward Jones January 2013 - September 2014
Skills
Series 7, Series 66, Uniform Combined State..., Financial Analysis, Retirement Planning, Wealth Strategies, Investments, Life Insurance, Insurance, Fixed Annuities, Variable Products, Financial Advisory
Education
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Michael J. Coles College of Business; Marketing/Management
Shawn Shepherd's Edward Jones Experience October 2010 - Present
Job Financial Advisor @ Edward Jones Financial
Industry Financial Services
Experience
Edward Jones October 2010 - Present
JB Midwest Distributing May 1990 - October 2010
Education
Kansas State University 1985 — 1989
B.A., Business, Marketing
Edward Jones October 2010 - Present
JB Midwest Distributing May 1990 - October 2010
Education
Kansas State University 1985 — 1989
B.A., Business, Marketing
Angela Christiansen's Edward Jones Experience April 2011 - September 2012
Job Business Education Teacher at Canyons School District
Industry Financial Services
Experience
Canyons School District June 2015 - Present
Mountain West Montessori Academy August 2014 - June 2015
Jordan School District November 2013 - September 2014
Target August 2012 - January 2013
Edward Jones April 2011 - September 2012
Self Employed business owner June 2002 - March 2011
Dyno Nobel November 2000 - June 2002
Brunswick Bowling February 1999 - August 2000
The Murdock Group September 1997 - November 1999
Sizzling Platter, LLC November 1996 - February 1997
Skills
Web Design, Web Project Management, Web Content Management, Adobe Creative Suite, Microsoft Office, MS Project, Project Management, Series 7, Series 66, General Insurance, Training, Graphic Design, Sales Presentations, Regulatory Requirements, DOT regulations, Compliance Regulations, HTML, JavaScript, Customer Retention, Customer Service, Investment Banking, Technical Documentation, Document Review, Hiring Practices, Interviewing Skills, Organization, Productivity Coaching, New Business Development, Marketing Research, Presentations, Project Planning, Building Relationships, Retail Displays, Planograms, OSHA Record Keeping, Marketing, Problem Solving, Client Presentation, Executive Reporting, Goal-driven leader, Leading Diverse Teams, Sales, Social Networking, Personal Finance, Customer Satisfaction, Hiring, Team Leadership
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Project Management, 3.68
DeVry University 2010 — 2012
Bachelor of Science (BS), Technical Management, 3.89
DeVry University 2008 — 2010
Associate of Arts and Sciences (AAS), Web Graphic Design, 3.9
Canyons School District June 2015 - Present
Mountain West Montessori Academy August 2014 - June 2015
Jordan School District November 2013 - September 2014
Target August 2012 - January 2013
Edward Jones April 2011 - September 2012
Self Employed business owner June 2002 - March 2011
Dyno Nobel November 2000 - June 2002
Brunswick Bowling February 1999 - August 2000
The Murdock Group September 1997 - November 1999
Sizzling Platter, LLC November 1996 - February 1997
Skills
Web Design, Web Project Management, Web Content Management, Adobe Creative Suite, Microsoft Office, MS Project, Project Management, Series 7, Series 66, General Insurance, Training, Graphic Design, Sales Presentations, Regulatory Requirements, DOT regulations, Compliance Regulations, HTML, JavaScript, Customer Retention, Customer Service, Investment Banking, Technical Documentation, Document Review, Hiring Practices, Interviewing Skills, Organization, Productivity Coaching, New Business Development, Marketing Research, Presentations, Project Planning, Building Relationships, Retail Displays, Planograms, OSHA Record Keeping, Marketing, Problem Solving, Client Presentation, Executive Reporting, Goal-driven leader, Leading Diverse Teams, Sales, Social Networking, Personal Finance, Customer Satisfaction, Hiring, Team Leadership
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Project Management, 3.68
DeVry University 2010 — 2012
Bachelor of Science (BS), Technical Management, 3.89
DeVry University 2008 — 2010
Associate of Arts and Sciences (AAS), Web Graphic Design, 3.9
Trent Wanamaker's Edward Jones Experience April 2007 - December 2011
Job Account Manager at DuPont Nutrition & Health
Industry Food & Beverages
Experience
DuPont February 2013 - Present
Bukaty Companies O'Renick Wealth Management December 2011 - February 2013
Edward Jones April 2007 - December 2011
Panera Bread 2003 - 2007
International Multifoods 2001 - 2003
Bunge Foods / Au Bon Pain 1996 - 2001
Sara Lee / Earthgrains / Campbell Taggart 1993 - 1996
Education
Kansas State University 1989 — 1993
BS, Bakery Science & Management
DuPont February 2013 - Present
Bukaty Companies O'Renick Wealth Management December 2011 - February 2013
Edward Jones April 2007 - December 2011
Panera Bread 2003 - 2007
International Multifoods 2001 - 2003
Bunge Foods / Au Bon Pain 1996 - 2001
Sara Lee / Earthgrains / Campbell Taggart 1993 - 1996
Education
Kansas State University 1989 — 1993
BS, Bakery Science & Management
John H. Crawford's Edward Jones Experience February 2011 - December 2014
Job Manufacturer Representative at Lakeside Healthcare Inc
Industry Professional Training & Coaching
Experience
Lakeside Healthcare Inc April 2015 - Present
Edward Jones February 2011 - December 2014
Liberty Mutual Insurance 2010 - 2011
Merrill Lynch 2007 - 2009
FedEx Services 2004 - 2007
Reliable Life Insurance 2001 - 2003
Skills
Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Insurance, Wealth Management, Finance, Estate Planning, Financial Planning, Portfolio Management, Strategic Financial..., Securities, Pensions, Series 7, IRAs, Alternative Investments, Territory Account..., Sales Management, Business Strategy, New Business Development, Contract Negotiation, Cold Calling, Strategic Planning, Customer Retention, Thrive in..., B2B Marketing Strategy, Public Relations, Sales Presentations, Product Knowledge, Customer Qualification, Client Liason, Competitive Marketing..., B2C Marketing, Team Building
Education
National Association of Medical Sales Representative 2014 — 2015
Medical Device
Kansas State University
Bachelor of Science (BS), Journalism/Mass Communication
Lakeside Healthcare Inc April 2015 - Present
Edward Jones February 2011 - December 2014
Liberty Mutual Insurance 2010 - 2011
Merrill Lynch 2007 - 2009
FedEx Services 2004 - 2007
Reliable Life Insurance 2001 - 2003
Skills
Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Insurance, Wealth Management, Finance, Estate Planning, Financial Planning, Portfolio Management, Strategic Financial..., Securities, Pensions, Series 7, IRAs, Alternative Investments, Territory Account..., Sales Management, Business Strategy, New Business Development, Contract Negotiation, Cold Calling, Strategic Planning, Customer Retention, Thrive in..., B2B Marketing Strategy, Public Relations, Sales Presentations, Product Knowledge, Customer Qualification, Client Liason, Competitive Marketing..., B2C Marketing, Team Building
Education
National Association of Medical Sales Representative 2014 — 2015
Medical Device
Kansas State University
Bachelor of Science (BS), Journalism/Mass Communication
Kim Cowgill's Edward Jones Experience December 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1998 - Present
Education
Kent State University
Edward Jones December 1998 - Present
Education
Kent State University
Jason Vinsonhaler's Edward Jones Experience June 2010 - April 2011
Job Senior Special Agent
Industry Financial Services
Experience
Edward Jones June 2010 - April 2011
American Family Mutual Insurance June 2003 - June 2010
McCullough Development, Inc April 2000 - June 2003
Kansas State Student Union Bookstore August 1999 - April 2000
Automatic Systems, Inc December 1997 - March 1999
Mr Goodcents Subs & Pastas May 1995 - December 1997
Skills
Securities, Regulatory Compliance, Securities Regulation, Investments, Insurance, Securities Fraud, Budgets, Financial Services, Series 7, Series 66, Series 63, Mutual Funds, Public Speaking, Customer Service, Finance, Event Planning, Property Claims
Education
Kansas Law Enforcement Training Center 2013 — 2013
Certified Law Enforcement Officer, Law Enforcement
Kansas State University 1999 — 2001
B.S, Business Administration - Operations Management
Kettering University 1997 — 1999
Mechanical Engineering
Seaman High School
Edward Jones June 2010 - April 2011
American Family Mutual Insurance June 2003 - June 2010
McCullough Development, Inc April 2000 - June 2003
Kansas State Student Union Bookstore August 1999 - April 2000
Automatic Systems, Inc December 1997 - March 1999
Mr Goodcents Subs & Pastas May 1995 - December 1997
Skills
Securities, Regulatory Compliance, Securities Regulation, Investments, Insurance, Securities Fraud, Budgets, Financial Services, Series 7, Series 66, Series 63, Mutual Funds, Public Speaking, Customer Service, Finance, Event Planning, Property Claims
Education
Kansas Law Enforcement Training Center 2013 — 2013
Certified Law Enforcement Officer, Law Enforcement
Kansas State University 1999 — 2001
B.S, Business Administration - Operations Management
Kettering University 1997 — 1999
Mechanical Engineering
Seaman High School
Jeremy Koci's Edward Jones Experience November 2005 - September 2009
Job Community Relations Manager at Home Instead Senior Care
Industry Hospitality
Experience
Home Instead Senior Care February 2015 - Present
Oxford Senior Living August 2013 - January 2015
Holiday Retirement May 2012 - August 2013
Plastic Surgery & Advanced Wound Care November 2011 - May 2012
Holiday Retirement May 2010 - November 2011
Citizens Bank November 2009 - May 2010
Edward Jones November 2005 - September 2009
Skills
Notary Public, ServSafe, Property Management, Marketing, Office Administration, Management, Team Building, Sales, Social Networking, Public Relations, Hospitality, Business Development, Customer Service, Marketing Strategy, Training
Education
Kansas State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Home Instead Senior Care February 2015 - Present
Oxford Senior Living August 2013 - January 2015
Holiday Retirement May 2012 - August 2013
Plastic Surgery & Advanced Wound Care November 2011 - May 2012
Holiday Retirement May 2010 - November 2011
Citizens Bank November 2009 - May 2010
Edward Jones November 2005 - September 2009
Skills
Notary Public, ServSafe, Property Management, Marketing, Office Administration, Management, Team Building, Sales, Social Networking, Public Relations, Hospitality, Business Development, Customer Service, Marketing Strategy, Training
Education
Kansas State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Marvin 'Red' Haught's Edward Jones Experience 1993 - 2009
Job Retired Financial Advisor Edward Jones and retired Finance Director Goodyear International (Goodyear Tire & Rubber)
Industry Financial Services
Experience
Edward Jones 1993 - 2009
Goodyear Tire & Rubber Company 1955 - 1992
Education
Kent State University 1958 — 1960
b s in business administration, accounting
Edward Jones 1993 - 2009
Goodyear Tire & Rubber Company 1955 - 1992
Education
Kent State University 1958 — 1960
b s in business administration, accounting
Kristen Rankin's Edward Jones Experience June 2015 - Present
Job Operations Specialist
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Edward Jones November 2014 - April 2015
Granite Telecommunications August 2013 - May 2014
Keene State College September 2012 - May 2013
Keene State College May 2012 - August 2012
Bed Bath & Beyond May 2010 - August 2010
One Stop Fitness June 2009 - August 2009
Student Advantage June 2007 - August 2007
Education
Keene State College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Edward Jones June 2015 - Present
Edward Jones November 2014 - April 2015
Granite Telecommunications August 2013 - May 2014
Keene State College September 2012 - May 2013
Keene State College May 2012 - August 2012
Bed Bath & Beyond May 2010 - August 2010
One Stop Fitness June 2009 - August 2009
Student Advantage June 2007 - August 2007
Education
Keene State College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Laura Tatum's Edward Jones Experience December 2012 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones December 2012 - April 2013
MSU Libraries, CPRC, Mississippi State, MS September 2012 - December 2012
Spec-Seal, Inc April 1997 - August 2012
MedQuist, Inc March 2002 - August 2008
Skills
Office Management, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Quality Assurance, Payroll, Bookkeeping, Field Supervision, Medical Transcription, Mathematics
Education
Mississippi State University 1993 — 1995
Bachelor of Science; degree, Poultry Science
Jones County Junior College 1991 — 1993
Associate of Arts, Liberal Arts
Edward Jones December 2012 - April 2013
MSU Libraries, CPRC, Mississippi State, MS September 2012 - December 2012
Spec-Seal, Inc April 1997 - August 2012
MedQuist, Inc March 2002 - August 2008
Skills
Office Management, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Quality Assurance, Payroll, Bookkeeping, Field Supervision, Medical Transcription, Mathematics
Education
Mississippi State University 1993 — 1995
Bachelor of Science; degree, Poultry Science
Jones County Junior College 1991 — 1993
Associate of Arts, Liberal Arts
Michelle M. Daniels, AAMS, ADPA's Edward Jones Experience June 2001 - March 2004
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Martin Wier Financial March 2004 - August 2005
Edward Jones June 2001 - March 2004
Sparta High School 1998 - 2001
Skills
Retirement Planning, IRAs, 401k Rollovers, Investments
Education
Southern Illinois University, Edwardsville 1994 — 1997
Bachelor of Science (B.S.), History/Business
Kaskaskia College 1992 — 1994
Associate of Arts (A.A.), General Studies
Vandalia Community High School
Wells Fargo Advisors August 2005 - Present
Martin Wier Financial March 2004 - August 2005
Edward Jones June 2001 - March 2004
Sparta High School 1998 - 2001
Skills
Retirement Planning, IRAs, 401k Rollovers, Investments
Education
Southern Illinois University, Edwardsville 1994 — 1997
Bachelor of Science (B.S.), History/Business
Kaskaskia College 1992 — 1994
Associate of Arts (A.A.), General Studies
Vandalia Community High School
Chris Gilkison's Edward Jones Experience July 1987 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1987 - Present
Skills
Assisting clients with...
Education
Kansas State University 1971 — 1975
Bachelor of Science (BS), Accounting
Edward Jones July 1987 - Present
Skills
Assisting clients with...
Education
Kansas State University 1971 — 1975
Bachelor of Science (BS), Accounting
Hope Lamb Stern's Edward Jones Experience September 2004 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2004 - Present
Spectrum Scientific, Inc. January 2001 - May 2003
Turkel Personnel August 1993 - May 2001
Skills
Human Resources, Mutual Funds, Series 7, Finance
Education
Kean University 1986 — 1988
Master's degree, Public Administration, 3.6 cum
Kean University 1978 — 1982
Bachelor's degree, English
Edward Jones September 2004 - Present
Spectrum Scientific, Inc. January 2001 - May 2003
Turkel Personnel August 1993 - May 2001
Skills
Human Resources, Mutual Funds, Series 7, Finance
Education
Kean University 1986 — 1988
Master's degree, Public Administration, 3.6 cum
Kean University 1978 — 1982
Bachelor's degree, English
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation