Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Mesa Community College January 2008 - Present
Marcipa County Workforce Connections August 2007 - June 2009
Arizona State University 2005 - 2007
Total Insurance & Financial Solutions (Nationwide Agency) 2006 - 2006
Edward Jones 2002 - 2004
TRW, VSSI 1996 - 1998
Skills
Group Dynamics, Knowledge Transfer, Health Communication, Social Network Analysis, Staff Development, Training, Higher Education, Instructional Design, Adult Education, Distance Learning, Program Development, Organizational Behavior, Teaching Adults, Curriculum Development, Instructional Technology, Learning Management, Technology Needs..., Leadership Development, Teaching, University Teaching, Career Development, Research, Public Speaking
Education
Arizona State University 2005 — 2007
Master's (MA), Organizational Communication
Arizona State University 1999 — 2002
Bachelor of Arts (BA), Organizational Communication
Eclectic DNA March 2011 - Present
Edward Jones October 2007 - June 2010
First American Title August 2005 - July 2007
Bank One March 2005 - August 2005
Skills
Software Project..., Objective-C, iOS Development, iOS Design, iPhone Application..., iPhone Support, HTML, User Interface Design, Software Development, Customer Service, Resource Management, Project Planning, Software Engineering, Project Management, iOS development
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MBA, Project Management
Arizona State University 1998 — 2004
BIS, Interdisciplinary Studies: business, sociology
Edward Jones November 2013 - Present
Edward Jones August 2012 - November 2013
Edward Jones January 2004 - August 2012
Skills
Investments, Series 7, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Finance, Financial Analysis, Series 63, Securities, Investment Strategies, Financial Advisory, Financial Modeling, Investment Advisory, Economics, Strategic Planning, Portfolio Review, Estate and Legacy..., Asset Protection...
Education
Arizona State University 2000 — 2002
Bachelor of Science (B.S.), Economics
University of Wisconsin-Milwaukee 1998 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American Realty Capital Properties April 2015 - Present
FiREapps April 2014 - April 2015
Edward Jones June 2013 - April 2014
Bank of America December 2005 - April 2013
Edward Jones June 2012 - August 2012
Arizona State University May 2011 - July 2011
Bank of America June 2010 - June 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Portfolio Management, Microsoft Office, Visual Basic, Finance, Investment Strategies, Bloomberg, Accounting, Series 7, Risk Management, Analysis, Customer Service, Matlab, C++, Java, Asset Management, Asset Managment, Strategic Financial..., MySQL, Investments, Leadership
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science, Finance
Arizona State University 2008 — 2013
Bachelor of Science, Mathematics
AV Squad April 2011 - Present
AKMG, Inc. May 2009 - April 2011
Edward Jones August 2008 - May 2009
Skills
Bookkeeping, Forecasting, Financial Reporting, HTML, Accounts Payable, Accounts Receivable, Budgeting, Excel, Microsoft Office, Accounting, Online Marketing, Quickbooks, Social Media Marketing, Billing, Payroll, PHP, SQL, Paychex, QuickBooks, General Ledger, Peachtree, Management, Account Reconciliation
Education
Arizona State University 2005 — 2009
BS, Computer Information Systems/Finance
Edward Jones June 2014 - Present
Edward Jones September 2013 - May 2014
Edward Jones April 2012 - August 2013
Geek Squad October 2010 - April 2012
Best Buy September 2005 - May 2010
Skills
Leadership, Business Planning, Time Management, Series 7, Series 66, Leadership Development, Project Management, Training, Process Improvement, Customer Service, Insurance, Licensed Life & Health..., Hiring, Interviews, Team Building, Coaching, Employee Training, Research, Technology, Profit, Payroll, P&L Management, Change Management, Uniform Combined State...
Education
Arizona State University 2006 — 2010
Bachelor of Arts (BA), Psychology, Magna Cum Laude
Edward Jones December 2010 - Present
Education
Arizona State University 2006 — 2009
Bachelor of Science (B.S.), Speech and Hearing Science
Edward Jones June 2015 - Present
Penguin Group USA November 2012 - September 2014
Penguin Group USA July 2011 - November 2012
Redtail Technology June 2010 - June 2011
Minert Financial Cambridge Investment Research January 2009 - June 2011
First American Title May 2005 - August 2008
Skills
Facebook, Social Networking, Publishing, Business Analysis, Social Media, Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, SAP, HTML, Financial Analysis, Budgets, Adobe Creative Suite, Microsoft Publisher, Microsoft Powerpoint, Business Objects, CSS, Quality Assurance
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Marketing and Services Leadership
New York University 2011 — 2012
M.S., Publishing: Digital & Print Media
NYU Summer Publishing Institute 2011 — 2011
Publishing
Arizona State University 2007 — 2011
B.A., English Literature
Arizona State University, W. P. Carey School of Business 2007 — 2011
B.S., Finance
Securities & Exchange Commission August 2015 - Present
FINRA Investor Advocacy Clinic August 2015 - Present
Los Angeles County District Attorney's Office - Victim Impact Program May 2015 - August 2015
Counsel to Secure Justice January 2015 - March 2015
Edward Jones June 2011 - July 2014
Merrill Lynch September 2010 - June 2011
Merrill Lynch September 2008 - April 2010
Charles Schwab November 2007 - September 2008
Education
Pepperdine University School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Pepperdine University School of Law 2014 — 2017
Master of Dispute Resolution, Dispute Resolution
Arizona State University 2011 — 2013
B.S., Public Service & Public Policy
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts, Communication Studies
Edward Jones January 2010 - Present
Edward Jones July 2007 - December 2009
Edward Jones January 2006 - July 2007
Vanguard July 2005 - November 2005
Skills
Series 7, Series 63, Financial Advisory, Equities, Investments, 401k, Securities, Portfolio Management, Series 6, Problem Solving, Employee Training, Mentoring, Trading, Insurance
Education
Arizona State University, W. P. Carey School of Business 2002 — 2005
B.S. Business Admin, Mgt, Finance
NBCUniversal, Inc. February 2013 - Present
Love It, LLC March 2012 - September 2012
EQAL July 2011 - November 2011
GLAAD January 2011 - July 2011
Edward Jones July 2008 - July 2010
Skills
Facebook, Microsoft Office, Social Media, Social Networking, Photoshop, Writing, Editing, Blogging, SEO, Content Strategy, Editorial, WordPress, Community Management, Community Outreach, Content Management, Research, Editorial Calendars, Film Production, Production Managment, Screenwriting, Screenflow, Joomla, Video Editing, Nonprofits, Publishing, Entertainment, Public Relations, Television, Fundraising, Copy Editing, Journalism
Education
Arizona State University 2006 — 2010
B.A., English literature, political science
Merrill Edge August 2014 - Present
Edward Jones November 2013 - May 2014
Western International University December 2009 - November 2013
Apotheca, Inc. June 2007 - October 2009
Skills
Customer Service, Student Affairs, Microsoft Office, Admissions, Team Building, Sales, Leadership, Strategic Planning, Team Leadership, Public Speaking, Strategy, Staff Development, Time Management, Leadership Development, Higher Education
Education
Western International University 2010 — 2015
Master's Degree, Marketing
Arizona State University 1999 — 2005
Bachelor's Degree, Kinesiology and Exercise Science
Arkansas Attorney General July 2015 - Present
State of Arkansas Insurance Department September 2013 - Present
Edward Jones May 2012 - August 2013
United Health Care January 2008 - December 2009
Arkansas Blue Cross Blue Shield 2002 - 2006
Skills
Customer Service, Microsoft Office, Insurance, Telephone Skills, Microsoft Word, Microsoft Excel, Data Entry, Public Speaking, PowerPoint, Social Media, Administrative..., Training, Office Management, Employee Relations, Event Planning, Human Resources, Call Centers, Recruiting, Creative Writing, Editing, Windows 7, Teaching, Outlook, Sales, Spreadsheets, Payroll, Process Scheduler, Administration, Leadership, Nonprofits, Team Leadership, Research, Public Relations, Health Insurance, Access, QuickBooks, Series 7, Long Term Care Insurance, Mutual Funds, Team Building, Policy, Interviews, Risk Management, Fixed Annuities, Negotiation, Retirement Planning, Accounts Receivable, HRIS, Emergency Management, Data Analysis
Education
Arkansas Tech University 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Public Relations/Image Management
Arkansas State University 1999 — 2001
Bachelor of Business Administration (B.B.A.), English
Wynne high school 1979 — 1983
High school diploma
Edward Jones July 2013 - Present
Edward Jones January 2008 - June 2013
Edward Jones October 2006 - December 2007
Skills
Military, Leadership, Talent Acquisition, Leadership Development, Training, Organizational..., Succession Planning, Organizational..., Process Improvement, Coaching, Instructional Design, Recruiting, Employee Training, Performance Management, Change Management, Talent Management, Strategic Planning, Personnel Management, Human Resources, Employee Relations
Education
Arizona State University 2015 — 2017
Master of Business Administration (M.B.A.), MBA
Harvard Business School 2012 — 2013
Certificate, Competitive Strategies in Financial Services
Villanova University 2005 — 2006
Certificate, Six Sigma Green Belt and Lean
William Carey College 2002 — 2004
Master of Science (MS), Industrial - Organizational Psychology, 4.0
William Carey College 2000 — 2002
Bachelor's Degree, Management and Training, 3.98
Chandler Regional Medical Center June 2014 - Present
Gilbert hospital August 2012 - June 2014
Gilbert Hospital July 2012 - May 2013
Gilbert Hospital January 2008 - June 2012
Edward Jones July 2008 - February 2009
Morgan Stanley Smith Barney January 2005 - June 2008
Skills
Cpr Certified, Hospitals, Finance, Healthcare, HIPAA, EMR, Healthcare Management, Medicare
Education
Arizona State University 2005 — 2009
Associate of Science (A.S.), Microbiology, General, 3.5
Menlo Logistics March 2011 - Present
Edward Jones November 2010 - March 2011
Aliabadi, LLC February 2004 - November 2010
Aetna Financial Services January 1997 - January 2003
American Express January 1987 - January 1997
Skills
Onboarding, Talent Management, Applicant Tracking..., Employee Relations, Temporary Placement, College Recruiting, Talent Acquisition, Recruiting, Human Resources, Time Management, Training, Executive Search, Policy, Organizational Design, Deferred Compensation, Management, Personnel Management, Consulting, Leadership, Hiring, Interviews, Project Planning, New Hire Orientations, Performance Management, Strategic Sourcing, Customer Service, Team Building, HR Policies, Coaching, Sourcing, Workforce Planning, Employee Engagement
Education
Arizona State University
Bachelor of Science, Liberal Arts
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors August 2009 - April 2015
Edward Jones June 2006 - August 2009
Edward Jones June 2006 - August 2009
Skills
Series 7, Bonds, Fixed Income, Series 63, Bloomberg, Investments, Trading, Securities, Capital Markets, Financial Analysis, Financial Markets, Hedge Funds, Risk Management, Derivatives, Structured Products, Bloomberg Terminal, Hedging
Education
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Honors in Finance
General Motors June 2014 - Present
Edward Jones June 2011 - July 2013
Arizona State Credit Union 2010 - 2011
Skills
Analytics, Business Analytics, Tableau, Microsoft Excel, MySQL, Linear Programming, Teamwork, Problem Solving, SQL, Business Intelligence, Strategic Planning, Marketing, Analysis, Financial Services, Process Improvement, Insurance
Education
Peking University 2014 — 2014
Doing Business In China, Chinese Business
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters of Science in Business Analytics
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Finance, General
City National Bank September 2015 - Present
Umpqua Bank January 2015 - August 2015
Rabobank September 2014 - November 2014
Wells Fargo December 2010 - July 2013
Wells Fargo December 2006 - December 2010
Wells Fargo September 2006 - December 2006
National City Bank 2005 - 2006
Edward Jones 2002 - 2005
Goldman Sachs 2000 - 2002
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Financial Modeling, Banking, Credit, Investments, Commercial Banking, Commercial Lending, Loans, Risk Management, Securities, Underwriting, Financial Structuring, Due Diligence, Valuation, Mergers & Acquisitions, Asset Management, Finance, Retail Banking, Financial Risk, Equities, Small Business Lending, Mortgage Lending, Options, Treasury Management, Credit Risk, Capital Markets, Investment Banking, Strategic Financial..., Financial Services, Real Estate, Commercial Real Estate, Business Development, CRM, Mutual Funds, Trading, Cash Management, Loan Origination, Corporate Finance, Management, Fixed Income, Derivatives, Investment Properties, Relationship Management
Education
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Arizona State University 2013 — 2014
Master's degree, Real Estate Development
Bank of America Merrill Lynch September 2014 - Present
Edward Jones September 2011 - August 2014
Edward Jones December 2010 - September 2011
Pinnacle Taxx, Inc November 2009 - November 2010
Southwestern Company August 2008 - September 2009
Southwestern Company March 2006 - August 2008
ASU FMA 2007 - 2008
Wells Fargo Bank October 2006 - April 2007
Skills
Leadership, Training, Sales, Finance, Management, Series 7, Strategic Planning, Sales Management, Financial Services, Direct Sales, Networking, Analysis, Retirement Planning, Time Management, Sales Presentations, Building Relationships, Account Management, Talent Management, Customer Service, Investments, Tax, Editing, Cold Calling, New Business Development, Research
Education
Landmark 2010 — 2014
Curriculum for Living
BNI-MSP 2013 — 2013
Arizona State University, W. P. Carey School of Business 2005 — 2008
Bachelor's degree, Marketing
Century High School
Vineyard Services May 2013 - August 2013
Arizona State University October 2012 - August 2013
Edward Jones February 2013 - May 2013
Skills
Accounting, Financial Analysis, Portfolio Management, Risk Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Event Planning, Problem Solving, Mandarin
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Science (B.S.), Finance, 3.96
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Science (B.S.), Supply Chain Management, 3.96
STORE Capital February 2015 - Present
STORE Capital January 2013 - February 2015
CBRE April 2012 - January 2013
Private Equity Scholar's Program November 2011 - May 2012
Sunbelt Holdings June 2011 - August 2011
Arizona State University - Real Estate Club August 2010 - May 2011
W. P. Carey Business Ambassadors May 2010 - May 2011
W. P. Carey Busienss School Council April 2010 - May 2011
W. P. Carey School of Business September 2009 - November 2010
Edward Jones April 2010 - September 2010
Skills
Marketing, Market Research, Public Speaking, Event Planning, Social Media, PowerPoint, Negotiation, Leadership, Microsoft Office, Financial Analysis, Finance, Public Relations, Budgets, Strategic Planning, Real Estate Transactions, Time Management, Social Media Marketing, Social Networking, Real Estate Economics, Microsoft Excel, Valuation, Financial Modeling, Corporate Real Estate
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
B.S. in Marketing
Goldman Sachs May 2015 - August 2015
W. P. Carey Management Behavioral Lab September 2014 - May 2015
Republic of Korea Army August 2012 - May 2014
The Coffee Bean & Tea Leaf May 2012 - August 2012
SAE International @ ASU August 2011 - May 2012
Edward Jones October 2011 - April 2012
Skills
Teamwork, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Marketing, Marketing Strategy, Product Marketing, Microsoft Office, Research, Social Networking, Leadership, Higher Education, Management, Community Outreach, Microsoft Excel, Event Management, Risk Management, OS X, Financial Modeling, Time Management, Retail, Data Analysis, Project Planning, Facebook, Project Management, Recruiting, Public Speaking, Social Media, Consulting, Customer Service, Inventory Management, Mentoring, Spanish, Team Leadership, Process Improvement, Access, Event Planning, Strategic Planning, Budgets, Training, Public Relations
Education
Arizona State University, W. P. Carey School of Business 2010 — 2015
B.S. Finance & Minor in Urban Planning, GPA: 4.0
Barrett, the Honors College 2010 — 2015
Tyler Allen Law Firm August 2015 - Present
EY June 2015 - August 2015
Arizona Court of Appeals January 2015 - May 2015
Clear Channel Outdoor August 2014 - December 2014
City of Tempe, City Attorney's Office May 2014 - August 2014
Edward Jones June 2011 - August 2013
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Legal Research, Legal Writing, Research, Argo, Bash, Defense, Jump Rope, Outlook, Putty, Leadership, Social Networking
Education
Sandra Day O'Connor College of Law 2013 — 2016
Doctor of Law (JD)
Arizona State University - W. P. Carey School of Business 2008 — 2012
Finance, B.S., Finance, General
Sands Chevrolet September 2015 - Present
Larry H Miller Toyota May 2015 - August 2015
Raymond James Financial Inc. June 2013 - March 2014
Edward Jones 2011 - 2013
City of Surprise 2001 - 2010
ABC Nissan July 1998 - January 1999
United States Marine Corps January 1991 - August 1998
Skills
Leadership, Customer Service, Marketing, Project Management, Strategic Planning, Sales, Coaching, Sales Management, Investments, Finance, Estate Planning, Creative Problem Solving, Customer Satisfaction, Compliance, Investment Advisory, Investment Strategies, Alternative Investments, Retirement Savings, Microsoft CRM, Public Speaking, Management, Team Building, Event Planning, Public Relations, Training, Retirement Planning, Insurance, IT Management
Education
Arizona State University 2008 — 2010
Grad school, Communication studies/ Recreation studies
University of Phoenix 1999 — 2005
Bachelor of Science (BS), Business Information Services
Edward Jones November 2012 - Present
Edward Jones October 2009 - November 2012
Skills
Series 7, Series 66, Marketing, Recruiting, Training, Talent Acquisition, CIR, Finance, Uniform Combined State..., Applicant Tracking..., Hiring, Cold Calling, Human Resources, Succession Planning, Financial Services, Employee Benefits, Temporary Placement, Deferred Compensation, College Recruiting, Sourcing, Interviews, Employee Relations, Internet Recruiting, Technical Recruiting, Talent Management, Onboarding, Insurance, Benefits Administration, Resume Writing
Education
Arizona State University
Bachelor's degree, Communication
Greater Atlanta Area Financial Services November 2014 - Present
Wells Fargo August 2014 - November 2014
Edward Jones April 2013 - August 2014
ista North America October 2009 - September 2012
Jackson Associates September 2008 - March 2009
Arizona Mortgage Specialists January 2005 - June 2007
Broker Agent Magazine January 2005 - June 2007
Pharmacy Benefit Management Institute April 1998 - January 2005
Intel Corporation January 1990 - July 1998
Skills
Financial Advisor, Professional Writing, Project Management, Business Strategy, New Business Development, Cross-functional Team..., Team Leadership, Management, Contract Negotiation, Business Development, Negotiation, Leadership, Business Analysis, Finance, Financial Analysis, Analysis, Renewable Energy, Accounting, Portfolio Strategies, Energy Efficiency, Insurance, Strategic Planning, Financial Services, Asset Allocation, Investments, Strategy, Program Management, Business Relationship...
Education
Arizona State University 1985 — 1989
Bachelor of Arts, Intercultural Communication
Arizona State University 1985 — 1989
Intercultural Communication
Edward Jones June 2013 - Present
Colliers International Phoenix March 2013 - May 2013
Steven A. Kaiblinger, CPA January 2013 - April 2013
New Venture Group (nVg) August 2011 - May 2012
Augmented Innovations April 2011 - May 2012
AIESEC February 2009 - May 2012
Miller/Russell & Associates May 2011 - August 2011
U-Haul International, Inc. May 2010 - July 2010
Ford Motor Company February 2010 - May 2010
Data Devils, LLC August 2009 - March 2010
Skills
Java, JavaScript, C#, VBA, Morningstar Direct, Microsoft Excel, SharePoint, Mind Mapping, Advent Axis, Advent Qube, Portfolio Management, Investments, Client Liaison, Microsoft Access, Apartment Insights, Adobe Design Programs, Pierce Eislen, CoStar, Access
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor, Finance
W. P. Carey School of Business, Arizona State University 2008 — 2012
Bachelors of Science, Finance
Legacy Financial Services Group/ Raymond James Financial Services December 2010 - Present
Edward Jones September 2002 - December 2010
ING September 1997 - August 2002
Skills
Wealth Management, Financial Services, Retirement Planning, Asset Allocation, Asset Management, Strategic Financial..., Alternative Investments, Asset Managment, Estate Planning, Finance, Series 7
Education
Arizona State University 2001 — 2002
MBA
Brigham Young University 1995 — 1997
BA, Economics
Edward Jones June 2011 - Present
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis, Asset Management, Capital Markets, Financial Modeling, Sales, Valuation, Finance, Series 7, Bonds, Microsoft Excel
Education
Arizona State University 2010 — 2012
Master of Business Administration (MBA), Finance
Arizona State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Edward Jones February 2015 - Present
Infosol Inc 2011 - February 2015
Wells Fargo 2011 - 2011
Wells Fargo 2009 - 2011
Skills
Microsoft Office, Social Media, Team Building, Business Intelligence, Social Media Marketing, SQL, Project Management, Public Relations, Business Objects, Strategic Planning, HTML, Customer Service, Windows, JavaScript, MySQL, Account Management, Sales, Public Speaking, New Business Development, Databases, Web Intelligence, Business Intelligence..., Dashboard, Data Modeling, SAP, Business Analysis, Crystal Reports
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
BS of Science, Computer and Information Systems Security/Information Assurance
Raymond James Financial Services Inc., Member FINRA/SIPC July 2009 - Present
Edward Jones March 2002 - July 2009
Skills
Retirement Planning, Leadership, Strategic Financial..., Mutual Funds, Financial Advisory, Finance, Securities, Retirement, Wealth Management, Financial Planning
Education
Arizona State University 1998 — 2000
Bachelor of Arts (B.A.), Communication, General
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
Wells Fargo Advisors May 2013 - Present
Edward Jones August 2012 - May 2013
JPMorgan Chase September 2007 - December 2011
DnA Resale March 2001 - May 2011
Wells Fargo Advisors 1998 - 2005
Skills
Investments, Fixed Annuities, Finance, Mutual Funds, Life Insurance, Insurance, Long-term Care, Management, Sales, Retirement Planning, Leadership, Marketing, Disability Insurance, Financial Analysis, Financial Services, Health Insurance, Term Life Insurance, 401(k) Rollovers, Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management, Stock Analysis, Strategic Planning, Tax–Efficient Strategies, Wealth-Preservation...
Education
Arizona State University 2005 — 2007
Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Science in Business/ Marketing
LPL Financial / CSB Wealth Management LLC December 2011 - Present
Edward Jones November 2004 - December 2011
Envirotainer May 1999 - October 2004
Education
Texas A&M University 2014 — 2015
Financial Planning Program
College for Financial Planning 2008 — 2008
AAMS, Accredited Asset Management Specialist
Arkansas State University 1985 — 1989
Bachelor of Science, Marketing
Edward Jones 2014 - Present
Keller Williams Realty Premier September 2011 - October 2014
Clear Gold Ventures 2010 - 2014
City of Tulsa 2009 - 2013
Sebastian County Regional SWMD 2006 - 2009
City of Mesa 1992 - 2006
Skills
Program Management, Public Speaking, Real Estate Transactions, Economic Development, Negotiation, Water, Government, Leadership, Marketing, Real Estate, Contract Negotiation, Environmental Law, Business Planning, Sellers, Policy, Social Media, New Business Development, Sustainability, Residential Homes, Investment Properties, Property, Foreclosures
Education
University of Arizona 1977 — 1980
Bachelor of Science, Business Administration
Arizona State University 2003 — 2006
Environmental Technology
Pima Community College 1989 — 1990
Associate of Applied Science, Environmental Technology
Pyramid Hotel Group : The Westin Las Vegas Hotel and Casino March 2013 - March 2014
Vitality Internal Medicine July 2012 - March 2013
InterContinental Hotels Group 2012 - 2012
Starwood Hotels & Resorts Worldwide, Inc. February 2003 - July 2011
Events Plus Inc. November 2007 - January 2010
Edward Jones January 2006 - March 2007
Skills
Clientele Management, Process Improvement, Team Leadership, Customer Retention, Office Management, Event Management, Proficient in Microsoft..., Career Driven, Highly Detail Oriented, Outstanding Time..., Motivated Self-Starter, Marketing Communications, Website Content, Corporate Events, Delphi, Training, Hospitality Management, Hospitality, Hotels, Event Planning, Resorts, Customer Service, Catering, Management, Food, Sales, Leadership, Banquets, Meeting Planning, Food
Education
Arizona State University 2000 — 2005
Bachelor of Arts (B.A.), Communication Studies
JKDS ENTERPRISES LLC October 2013 - Present
Edward Jones May 2013 - Present
Mobile Mini Inc June 2010 - September 2012
Arizona State University W. P. Carey MBA August 2010 - May 2012
Nexteer Automotive May 2009 - December 2010
Delphi September 2007 - September 2008
Skills
Sales, Salesforce.com, Account Management, Leadership, Sales Management, Forecasting, New Business Development, Sales Process, Marketing, Business Development, Management, Process Improvement, B2B, Operations Management, Customer Retention, Budgets, Team Building, Contract Negotiation, Financial Analysis, Business Planning, Customer Service, Microsoft Excel, Operational Planning, Negotiation, Quantitative Research, Qualitative Research, Quality Auditing, Root Cause Analysis, Marketing Strategy, Strategic Planning, Public Relations, Public Speaking
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), W.P. Carey School of Business
Ferris State University 2005 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
JPMorgan Chase Bank, N.A. September 2010 - Present
Edward Jones June 2007 - September 2010
Northrop Grumman August 2004 - June 2007
Education
Dowling College 2005 — 2007
MBA, Corporate Finance
Arizona State University - W. P. Carey School of Business 2001 — 2004
Bachelor's in Science (B.S.), Business Finance
University at Albany, SUNY 1999 — 2000
Edward Jones November 2006 - Present
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Masters, MBA
University of Wisconsin-Madison 1992 — 1997
BS, Materials Science & Engineering
Edward Jones January 2005 - Present
Education
Oklahoma State University 2001 — 2003
MBA
Arizona State University 1994 — 1998
Ashland Partners August 2013 - Present
Ashland Partners July 2010 - July 2013
Ashland Partners July 2008 - July 2010
Ashland Partners July 2006 - July 2008
Edward Jones May 2004 - June 2006
Skills
Alternative Investments, Performance Measurement, Auditing, Hedge Funds, Accounting, Internal Controls, Investments, Private Equity, Financial Analysis, Microsoft Excel, Microsoft Office, GIPS, Fixed Income
Education
Arizona State University 2001 — 2004
Bachelor of Science, Accountancy
Diamond Resorts International® September 2014 - Present
Evenstar Enterprises, LLC dba The Lakes Mini Mart June 2013 - Present
Caesars Entertainment Corporation July 2014 - 2014
TELUS International March 2009 - May 2013
TableMAX Gaming, Inc. January 2008 - February 2009
Suburban Graphics 2005 - 2007
Marfred Industries May 2005 - March 2006
Dole Food Company 2004 - 2005
Edward Jones 2001 - 2003
Skills
Internal Controls, Financial Reporting, Forensic Accounting, Financial Accounting, Budget Process, Call Center, Pricing Strategy, Financial Variance..., Forecasting, Variance Analysis, Sarbanes-Oxley Act, Call Centers, Accounting, Business Strategy, Accounts Payable, Auditing, Financial Analysis, Business Process..., Mergers & Acquisitions, Customer Satisfaction, Management, Outsourcing, Process Improvement, Vendor Management
Education
Arizona State University 1984 — 1987
MS, Economics
Loyola Marymount University 1980 — 1984
BA, Economics
AIG June 2014 - Present
Edward Jones January 2014 - April 2014
State of Arizona March 2006 - January 2014
Desert Schools Federal Credit Union June 2000 - March 2006
Skills
Policy, Local Government, Public Policy, Policy Analysis, Customer Service, Public Administration, Project Management, Public Speaking, Process Improvement, Microsoft Office, Nonprofits, Leadership, Training, Analysis
Education
Arizona State University 1998 — 2000
Bachelor's degree, Kinesiology and Exercise Science
Department of Revenue 2013 - Present
Globe University 2010 - Present
Edward Jones 2009 - 2012
Hartford Financial Services Group 2005 - 2009
Skills
Public Speaking, Finance, Higher Education, Leadership Development, Leadership, Non-profits, Marketing, Strategic Planning, Fundraising, Training, Event Planning, Staff Development, Budgets, Research, Time Management, Public Relations, Organizational..., Editing, Coaching, Social Networking, Program Development, Adult Education, Analysis, PowerPoint, Entrepreneurship, Community Outreach, Teaching, Grant Writing, Small Business, Program Management, Management, Resume Writing, Event Management, Policy, Social Media, Team Building, Project Management, Customer Service, Team Leadership, Career Counseling, Sales, Data Analysis, Volunteer Management, Nonprofits, Government, Recruiting, Student Affairs, Conflict Resolution, Community Development, Critical Thinking
Education
Arizona State University
BS
Capella University
MBA
Edward Jones September 2004 - Present
Bradley & Associates Organizational Consultants August 1992 - September 2004
Maricopa Community Colleges August 1991 - May 2001
Skills
Training, Coaching, 401k, Leadership, Retirement, Recruiting, Finance, Fixed Annuities, Strategic Planning, Trusts, Retirement Planning, Series 7, 401k Rollovers, Wealth Management, Investment Advisory, Mutual Funds, IRAs, Asset Allocation, Investment Strategies, Variable Annuities, Strategic Financial..., Investments, High Net Worth..., Life Insurance, Long-term Care, Portfolio Management, Saving for Education, Wealth Accumulation, 529 Plans, Roth IRA, Financial Advisory, Retirement Savings, Series 6, Qualified Retirement...
Education
Arizona State University 1986 — 1990
B.A., Summa Cum Laude, M.A., Organizational, Interpersonal Communication
Ohio University 1980 — 1984
Calton & Associates, Inc. July 2011 - Present
Edward Jones August 2009 - July 2011
EVCO Plastics February 2008 - July 2009
The Tech Group March 1986 - September 2001
Skills
Business Development, Program Management, New Business Development, Negotiation, Forecasting, Strategic Planning, Process Improvement, Budgets, Cross-functional Team..., Product Development, Customer Service, Marketing Communications, Project Planning, Team Building, Operations Management, Start-ups, Management, Sales, Mergers & Acquisitions, Leadership, Six Sigma, Lean Manufacturing
Education
Arizona State University 1973 — 1976
Scottsdale Community College 1972 — 1974
Business Administration and Management, General
Edward Jones I help clients find financial security in retirement and manage their portfolios for estate legacies.Financial AdvisorEdward JonesAugust 2007 - July 2009
Skills
Retirement, Long Term Care Insurance, Life Insurance, Retirement Planning, 401k Rollovers, Saving for Education, Series 7, Uniform Combined State..., Wealth Management, IRAs, Investment Advisory, Mutual Funds
Education
Arizona State University
Graphics Communication, Photo
Michigan State University
Business
University of Wisconsin-Whitewater
BBS, Finance/Management/Marketing
San Ramon Soccer Club March 2013 - Present
Luke Enna Coaching School June 2000 - Present
Las Positas College August 2013 - February 2014
Global Crossing May 2011 - August 2011
AXA Advisors April 2007 - December 2009
Edward Jones July 2006 - March 2007
Skills
SAP, Sharepoint, MS Office Suite, Team Turnaround/Change..., Team Management, Management, Microsoft Office, SharePoint, Coaching, Leadership, CRM, Team Building, Training, Process Improvement, Marketing, Team Leadership, Sales, Recruiting, Negotiation, Analysis, Business Analysis, Business Process..., Account Management, Insurance, Vendor Management, Strategy, Forecasting, Strategic Planning, Business Development, Marketing Strategy, Management Consulting, Leadership Development, Time Management, Program Management, Budgets, Procurement, Risk Management, Entrepreneurship, Integration, Business Planning, Contract Negotiation, Cross-functional Team..., Change Management, Business Strategy, Operations Management, Project Management, Sales Management, Retail, Start-ups, New Business Development
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA, Leadership
University of Tampa - John H. Sykes College of Business 2003 — 2005
BS in Entreprenuership, Business
University of Missouri-Rolla 2001 — 2002
Engineering Management
Walmart October 2013 - Present
Walmart May 2012 - October 2013
USA Truck, Inc. August 2007 - October 2011
USA Truck, Inc. May 2002 - August 2007
USA Truck, Inc. May 2000 - May 2002
Edward Jones July 1999 - April 2000
Skills
Pricing, Transportation, Financial Modeling, Truckload, Strategic Planning, Trucking, Business Strategy, Corporate Finance, Budgeting, Cash Management, Forecasting, Financial Analysis, Logistics, Budgets, Project Planning, Sales, Inventory Management, P&L Management, Finance, Leadership, Income Statement, Executive Management, Sarbanes-Oxley Act, Accounting, Strategy, Internal Controls, Financial Reporting, LTL, Managerial Finance, Supply Chain Management, New Business Development, Contract Management, Risk Management, Team Building, Contract Negotiation, Operations Management, Container, Supply Chain, Banking, Management, Business Process..., Negotiation, Freight, Analysis, Purchasing, Strategic Financial..., Mergers & Acquisitions, Account Management, Transportation..., Business Planning
Education
University of Arkansas at Fayetteville 1998 — 1999
MBA
Arkansas State University 2000 — 2001
BSBA, Accounting
University of Arkansas 1995 — 1998
BSBA, Finance
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Edward Jones July 2011 - Present
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, Software Development, Business Intelligence, Data Center, Disaster Recovery, Networking, Leadership, Visio, IT Management, Software Documentation
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
MS, Information Management
Michigan State University 1993 — 1998
BS, Electrical Engineering
GE Healthcare 2014 - Present
GE Capital 2011 - 2014
Edward Jones 2009 - 2011
GE Capital 2006 - 2009
GE Capital 2005 - 2006
The J.M. Smucker Company May 2004 - July 2004
Skills
Pricing, Pricing Strategy, Business Intelligence, Spotfire, Finance, Financial Modeling, Operations Management, Forecasting, Cross-functional Team..., Customer Experience, Investment Management, Analytics
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
MBA, Management
Brigham Young University, Marriott School of Management
BS, Management/Finance
Chubb Insurance February 2015 - Present
Edward Jones September 2011 - September 2013
Pinal County December 2010 - September 2011
Skills
Leadership, Management, Public Speaking, Customer Service, Microsoft Office, Team Building, PowerPoint, Analysis, Microsoft Word, Training, Time Management, Program Management, Process Improvement, Policy, Microsoft Excel, Accounting, Strategic Financial..., Salesforce.com, Sales, Leadership Development, Insurance, Account Management, Team Leadership, Administration
Education
Arizona State University 2009 — 2010
BA, History, Political Science
Mesa Community College 2005 — 2007
Associates, History, Political Science
Edward Jones January 2015 - Present
Edward Jones August 2010 - Present
Edward Jones May 2002 - August 2010
MicroAge Inc 1997 - 2002
Skills
Business Analysis, ITIL, Vendor Management, Disaster Recovery, SDLC, Team Leadership, Process Improvement, Project Management, Visio, Active Directory, Requirements Analysis, Troubleshooting, Software Documentation, Call Center, Data Center, Virtualization, VMware, Call Centers, Change Management, Leadership
Education
Arizona State University, W. P. Carey School of Business 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
ONE Gas February 2014 - Present
ONEOK March 2013 - February 2014
Jim Thorpe Association & Oklahoma Sports Hall of Fame January 2011 - March 2013
United Way of Central Oklahoma August 2010 - November 2010
Edward Jones September 2008 - August 2010
Maricopa Community Colleges September 2005 - August 2006
Western Michigan University August 2001 - November 2002
Skills
Public Relations, Media Relations, Press Releases, Event Planning, Community Development, Copy Editing, Feature Writing, Industry Research, Creative Writing, Social Media..., Social Media Blogging, Company Newsletters, Public Speaking, Newsletters, Editing
Education
Arizona State University 2003 — 2004
Masters of Public Administration, Public Administration
Oklahoma State University 1997 — 2001
Bachelor of Arts, Journalism and Broadcasting- Advertising/Public Relations
Stillwater High School
Edward Jones 2015 - Present
JPMorgan Chase September 2012 - June 2015
Nextiva May 2011 - August 2012
Maverick Trading January 2011 - April 2011
United States Navy August 2006 - August 2010
Skills
Telephony, VoIP, Security, Unified Communications, Call Centers, Telecommunications, Managed Services, Networking, Cloud Computing, Selling, Team Building, Sales, Investments, Finance, Strategic Planning, Customer Service, Leadership
Education
Arizona State University 1998 — 2002
BS, Business/Communication
Stonegate Mortgage Corporation (NYSE: SGM) August 2015 - Present
Freedom Mortgage April 2015 - July 2015
JP Morgan Chase September 2010 - April 2015
Edward Jones January 2010 - September 2010
CitiFinancial November 2003 - January 2009
Wells Fargo Financial June 1998 - March 2003
Pruitt's Furniture August 1994 - May 1998
Skills
Banking, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Process Improvement, Risk Management, Sales, Business Analysis, Consumer Lending, Financial Services, Investments, Loan Origination, Mortgage Banking, Team Building, Program Management, Refinance, Residential Mortgages, Underwriting
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
Masters, Business Administration
Arizona State University - W. P. Carey School of Business 1993 — 1998
Bachelors, Finance
Arizona State University - W. P. Carey School of Business 1993 — 1998
Bachelors, Management
Alternative Core Solutions September 2010 - Present
Octavus Group, LLC. April 2005 - September 2010
RBC March 2000 - April 2005
ING March 1999 - April 2000
Alliance Capital Asset Management Limited January 1998 - March 1999
SunAmerica January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
Edward Jones September 1992 - January 1996
Skills
Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Management, Asset Managment, Series 7, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Hedge Funds, Wealth Management..., Financial Services, Equities, Private Equity
Education
Arizona State University 1988 — 1993
B.S., Pre-Law, Political Science
Arizona State University
Charles Schwab May 2015 - Present
Edward Jones June 2011 - May 2015
State Farm Insurance June 2010 - September 2010
JP Morgan Chase June 2005 - June 2007
Skills
Securities, Bonds, Series 63, Portfolio Management, Series 7, Equities, Fixed Income, Bloomberg, Investments
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
xoxo food label January 2015 - Present
S Squared Enterprises LLC & Utopian Worldwide, Inc. May 2008 - Present
Wireless Facilities Incorporated, WFI May 2006 - April 2008
Axiom Consulting LLC March 2002 - April 2006
AT&T January 1998 - April 2001
Sonic Grooves November 1997 - December 2000
Foreign Travel February 1997 - November 1997
Edward Jones October 1995 - January 1997
Skills
Sales, Social Networking
Education
Arizona State University 1992 — 1994
Theta Delta Chi
Edward Jones September 2012 - Present
Edward Jones 2011 - 2012
The Home Depot May 2008 - August 2011
KMG Prestige, INC. June 2010 - May 2011
Skills
Series 7, Series 66, Morningstar, Microsoft Office, Microsoft Excel, Time Management, Finance, Customer Service, Financial Analysis, Sales
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Central Michigan University 2006 — 2010
Bachelor of Science in Business Administration, Real Estate: Development and Finance
Sidetone November 2010 - Present
Togetherly January 2015 - Present
Drawbackwards November 2013 - Present
Miss Details Design February 2014 - Present
Lucid Agency January 2013 - July 2013
Forty November 2010 - January 2013
Arizona State Retirement System December 2009 - November 2010
Edward Jones March 2009 - December 2009
Edward Jones June 2008 - March 2009
ASU Spirit of Enterprise Center January 2007 - June 2008
Skills
Content Strategy, Marketing Strategy, Project Management, Social Media, Advertising, Brand Development, Product Marketing, User Experience, Branding & Identity, Marketing Communications, Graphic Design, SEO, Integrated Marketing, Copywriting, Digital Marketing, Marketing, Strategy, Google Analytics, Brand Management, Leadership, Email Marketing, Google Adwords, Social Media Marketing, Digital Strategy
Education
Arizona State University, W. P. Carey School of Business
B.S., Marketing and Spanish
Yelp July 2015 - Present
Big Picture Media August 2014 - October 2014
JRH Entertainment Group May 2013 - August 2013
True Talent PR and Management May 2013 - August 2013
National Geographic Channel May 2012 - August 2012
Edward Jones June 2010 - December 2011
Education
Arizona State University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Manpower June 2011 - August 2012
Mark One Capital September 2008 - March 2011
Edward Jones May 2008 - August 2008
AST Capital Trust July 2007 - February 2008
Education
Arizona State University College of Law 2012 — 2014
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's of Science, Finance
Edward Jones January 2015 - Present
Air National Guard September 2013 - August 2015
Army National Guard September 2011 - September 2013
Army National Guard September 2009 - August 2011
Army National Guard July 2007 - September 2009
Skills
Combatives Level 1 & 2..., APEX Certified Personal..., Event Planner &..., Public Relations, Fitness, Journalism, Leadership, Master Resilience..., Combat and Operational..., Applied Suicide and..., Community Outreach, DoD, Government, Interviews, Leadership Development, Marketing, Military, Policy, Program Management, Public Speaking, Security Clearance, Strategy, Team Building, Training, Military Operations, Military Experience, Operational Planning, Command, Press Releases, Project Management, Microsoft Office, Fundraising, Coaching, Budgets, Event Planning, Management, Team Leadership, Public Affairs
Education
Liberty University 2013 — 2014
Master of Arts (M.A.), Financial Coaching
Arizona State University 2012 — 2014
Master's degree, Exercise and Wellness
Southern Utah University 2004 — 2006
Bachelor of Science (B.S.), Criminal Justice/ Military Science
Allen Consulting LLC June 2013 - Present
Allen Pump Company, Inc. March 2008 - June 2013
Edward Jones May 2010 - January 2011
American Funds July 2006 - February 2008
Layton Financial Group August 2004 - May 2006
Edward Jones May 2005 - August 2005
Skills
Microsoft Excel, Gmail, Lotus Notes, Microsoft Word, Customer Service, Finance, iPad, Accounts Payable, Accounts Receivable, Personnel Management
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Eastern Arizona College 2002 — 2004
Associate's Degree, Business Administration
Edward Jones
Skills
Leadership, Microsoft Office, Public Speaking, Strategic Planning, Customer Service, Coaching
Education
Arizona State University 1993 — 1999
Bachelor of Social Work, Social Work
Edward Jones July 2015 - Present
Edward Jones July 2008 - July 2015
Edward Jones April 2003 - July 2008
Skills
Series 7, Series 63, Securities, Investments, Equities, Relationship Management, Retirement Planning, Training, Uniform Combined State..., Mutual Funds, Series 6, Trading Systems, Competency Based..., Portfolio Assessment, Youth Mentoring, Leadership, Strategic Leadership, Thought Leadership, Multi-task & Handle..., Creative Communicator, Finance, Customer Service, Public Speaking, Process Improvement, Strategic Planning, Microsoft Office, Team Building, Financial Planning, Financial Analysis, Budgets, Event Planning, Financial Services
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business
University of Missouri-Columbia 2004 — 2005
Bachelor’s Degree, Management
University of Missouri-Columbia 1997 — 2002
Bachelor’s Degree, Family and Consumer Economics and Related Studies
Edward Jones February 2014 - Present
Wilmington Trust (Subsidairy of M&T Bank) January 2012 - February 2014
TFI Resources March 2011 - September 2011
RBS Securities Inc June 2009 - February 2011
Royal Bank of Scotland December 2006 - June 2009
Thermo Spas, Inc June 2006 - November 2006
Skills
Financial Modeling, Bloomberg, Financial Statement..., Portfolio Management, Equities, Investment Banking, Securities, Trading, Banking, Team Management, Derivatives, Back Office, Microsoft Excel, Access, Cash Flow, General Ledger, Pricing, Accounting, Account Reconciliation, Financial Accounting, Financial Reporting
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
HLT Enterprises, LLC November 2014 - Present
Vescio Law Firm November 2014 - Present
Wings to Fly 2011 - Present
City of Glendale AZ September 2013 - January 2014
Arizona Summit Law School August 2011 - December 2013
Arizona Foundation for Legal Services and Education. May 2013 - August 2013
Edward Jones June 2009 - June 2011
GE Capital Small Business Finance March 1998 - July 2000
Old Second National Bancorp March 1993 - March 1998
Well Fargo Bank January 1983 - January 1989
Skills
Public Speaking, Estate Planning, Insurance, Customer Service, Legal Writing, Event Planning, Research, Real Estate, Strategic Planning, Negotiation, Marketing, Social Media, Leadership, Time Management, Sales, Small Business, Nonprofits, Microsoft Office, Westlaw, Mediation, Finance, Legal Research, Management
Education
Arizona Summit Law School 2011 — 2013
Juris Doctorate, Law
Arizona State University 1986 — 1989
Business, Finance
Northern Arizona University 1981 — 1983
None, Pre-Medicine/Pre-Medical Studies
loanDepot September 2011 - Present
Hunter Financial Group July 2005 - September 2011
Edward Jones September 2004 - June 2005
Education
Arizona State University
Bachelor of Science (BS), Finance and Management
Wallace, Plese + Dreher LLP December 2014 - Present
Gaintner Bandler Reed & Peters PLC July 2013 - December 2014
The Blau Company, Ltd January 2012 - July 2013
Edward Jones April 2010 - January 2012
Apollo Group June 2009 - July 2009
Skills
Accounting, Financial Statements, CPA, Financial Reporting, Tax, GAAP, QuickBooks, General Ledger, Financial Planners, Financial Analysis, Account Reconciliation, Tax Preparation, Accounts Payable, Bank Reconciliation, Financial Accounting, Accounts Receivable, Journal Entries, Auditing, Strategic Financial..., Variance Analysis, Internal Controls, SEC filings, Tax Returns, US GAAP
Education
Arizona State University 2006 — 2009
BS, Accountancy
Osmania University 2003 — 2006
Bachelor's, Accounting
Edward Jones April 2015 - Present
M&T Bank July 2014 - March 2015
USAA July 2013 - July 2014
USAA May 2012 - August 2012
Skills
Management, Sales, Series 7, Retail, Social Media, Series 63, Public Speaking, Time Management, Fund Accounting, Financial Analysis, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork, Data Analysis, Business Correspondence, Meeting Scheduling, Windows, Finance, Analysis, Series 65, AAMS, Investments, Bond Pricing, Valuation, Equities, Bloomberg Terminal
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science, Finance, Senior
Mesa Community College 2010 — 2011
Associates, Business, Arts, Graduated
Milford High School 1997 — 2001
High School Diploma, General
Edward Jones February 2015 - Present
The Country club of Paducah March 2012 - Present
Kokopelli Golf Club March 2011 - March 2012
Memphis National Golf Club July 2008 - November 2010
Ridgeway Country Club April 2007 - June 2008
Education
Arkansas State University
Bachelor, Science Business Administration; Economics and Finance
Xerox Human Resource Outsourcing Solutions December 2014 - Present
Mueller Services June 2013 - December 2014
Pearson VUE March 2010 - April 2014
Edward Jones 2004 - 2009
Target October 2000 - March 2004
Skills
PMP, Customer Service..., Customer Service..., Customer Service, Project Management, Microsoft Office, MS Project, Process Improvement, Leadership, Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master, Business Administration (MBA)
University of Phoenix 2005 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations, 3.92
Blue Dog Business Services November 2013 - Present
Edward Jones April 2013 - November 2013
Augusta Ranch Golf Club April 2000 - December 2012
Skills
Golf Course Management, Golf Instruction, Golf, Tournaments, Golf Courses, Microsoft Excel, Club, Venue Management, Sports Management, Banquet Operations, Sports Marketing, Archtics, Athletics, Sports Coaching, Leisure Industry, Sports Industry, Professional Sports, PGA, Golf Management, Guest Service Management, Golf Club Repair, Player Development, Golf Clubs, Daily Operations, Revenue Enhancement, Junior Golf, Sponsorship Sales, Country Clubs, Stocks, Income, Wealth, Money, Financial Planners, Investment Strategies, Qualifying Prospects, Investment Management, Asset Protection, Growth Strategies, Investment Advisory, Fixed Annuities, Retirement, Manage Client..., Asset Allocation, 401k Rollovers, Financials, Series 7, Athletic Training, Event Planning
Education
Arizona State University 2001 — 2006
Bachelor of Interdisciplinary Studies, Political Science and Business
Arizona State University 2001 — 2006
Political Science and Business, General Business and Politics
Fuller Wealth Management LLC May 2011 - Present
Concert Wealth Management, Inc. 2011 - 2013
First Financial Equity Corporation March 2011 - June 2011
Edward Jones May 2008 - March 2011
Phoenix Suns January 2008 - April 2008
Kenyon Construction Inc October 2004 - April 2008
Skills
Strategic Financial..., Wealth Management, Investments, Advertising, Portfolio Management, Finance, Retirement Planning, Program Management, Estate Planning, Small Business, Investment Strategies, Mutual Funds, Management, Asset Management, Life Insurance, Asset Allocation, Series 7, Series 63, Retirement, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory, Fixed Income, Investment Management, Uniform Combined State..., Financial Planning
Education
Arizona State University 2006 — 2008
Bachelor of Arts (B.A.), Business/Corporate Communications
Mesa Community College 2004 — 2006
Associate's degree, General Studies
freelance August 1994 - Present
Catalyst Coaching Institute May 2014 - Present
Road Runners Club of America August 2013 - Present
First Community Bank of Batesville May 2010 - Present
Edward Jones October 2008 - May 2010
Stephens Media November 2007 - October 2008
various companies 1994 - 2008
Crown Financial Ministries February 2006 - July 2007
Arkansas Democrat-Gazette 1994 - 2005
The Life@Work Journal 1999 - 2000
Skills
Journalism, Editing, Newspapers, Copy Editing, Blogging, Magazines, Newsletters, News Writing, Newspaper, Social Media, Books, Proofreading, Strategic Communications, Media Relations, Public Speaking, Web Content, Publications, Storytelling, Press Releases, Public Relations
Education
Pulaski Technical College 2009 — 2010
business
Arkansas State University 1985 — 1989
BS, journalism
Gateway Vo-Tech (now UACCB) 1981 — 1982
diploma, business education
Batesville High School 1977 — 1980
diploma, business education
Transamerica March 2009 - Present
Edward Jones August 2007 - January 2009
Farmers Insurance & Financial Services June 2004 - August 2007
Skills
Fixed Annuities, Insurance, Long-term Care, Leadership, Sales, Financial Services, Series 7, Sales Management, Business Development, Series 63, Mutual Funds, Series 6
Education
Arizona State University
Interdisciplinary Studies, Business and Mass Communications
The Electronic Caregiver Company April 2015 - Present
Pacifica Senior Living October 2013 - April 2015
Arte Resort Retirement November 2012 - October 2013
Lewis Transportation dba Thrifty Car Rental August 2011 - June 2012
Edward Jones December 2009 - August 2011
EDMC May 2009 - July 2009
Dazzle Dental December 2008 - April 2009
Advantage Rent A Car October 2007 - November 2008
Dollar Thrifty Automotive Group March 1997 - August 2007
Skills
Team Building, Negotiation, Sales, Leadership, Sales Management, Marketing, Management, Customer Satisfaction, Marketing Strategy, Elder Care, Public Speaking, Dementia, Sales Leadership..., Seniors Housing, Customer Retention, Strategic Planning, Training, Customer Service, New Business Development, Budgets, Account Management
Education
Arizona State University West 1999 — 2002
BA, Communication Studies
Bank of America January 2014 - Present
Bank of America June 2009 - January 2014
Edward Jones January 2008 - September 2008
Electronic Data Systems October 2003 - March 2007
Loudcloud November 2000 - October 2003
Skills
Virtualization, Cloud Computing, Program Management, Enterprise Architecture, Linux, Disaster Recovery, Process Improvement, Team Leadership, Leadership, Software Development
Education
Arizona State University
Bachelors of Science, Management
DeVry University
Bachelors of Science, Computer Information Systems
Edward Jones September 2015 - Present
PNC Wealth Management July 2012 - September 2015
Edward Jones Trust Company January 2007 - July 2012
Edward Jones November 2004 - December 2006
Edward Jones August 2003 - October 2004
Skills
Portfolio Management, Financial Planning, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Asset Management, Trust Services, Strategic Financial..., Series 7, Risk Management, Securities, Banking, Financial Services, Mutual Funds, Management, Investments, Investment Advisory, Financial Analysis, Series 63, Wealth Management...
Education
Arizona State University - W. P. Carey School of Business 2003 — 2005
MBA
Arizona State University - W. P. Carey School of Business 1999 — 2001
Bachelor, Finance
Edward Jones February 2015 - Present
Edward Jones October 2001 - February 2015
Skills
Series 7, Series 63, Six Sigma
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA
SUNY Binghamton 1999 — 2001
Bachelor of Science, Business Administration
Laticrete International August 2014 - Present
HP Spartacote, Inc November 2009 - Present
Edward Jones October 2008 - June 2009
CitiMortgage 2006 - 2008
Metrocities Mortgage August 2005 - June 2006
Skills
Coatings, Coatings Technology, Thin Film Coating, Flooring, Epoxy Flooring, Polyurethane, Decorative Concrete, Polished Concrete, Concrete Materials, Restoration, Contractors, Building Materials, Construction Management, Materials, Contract Negotiation, Concrete, Project Estimation, Green Building, LEED, Subcontracting, Value Engineering, Renovation
Education
University of Colorado Denver 2004 — 2008
Arizona State University 2004 — 2005
Economics
Raymond James Financial Inc. February 2013 - Present
Edward Jones July 2009 - February 2013
Strategic Land Solutions February 2009 - June 2009
Maracay Homes November 2003 - February 2009
City of Goodyear April 2002 - November 2003
City of Avondale 2000 - 2002
Skills
Project Planning, Strategic Planning, Project Management, Real Estate Development, Budgets, Economic Development, Negotiation, Contract Management, Team Building, Public Speaking, Contract Negotiation, Real Estate, Residential Homes, Financial Analysis, Program Management, Customer Service, Microsoft Office, Change Management, Social Media, Microsoft Excel, Investments, Finance, Strategic Financial..., Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Fixed Annuities, Estate Planning, Retirement, Risk Management, Alternative Investments, Process Improvement, Leadership, Forecasting, Bonds, Variable Annuities, Equities, Stocks, Financial Advisory, Management, Insurance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
MBA
Brigham Young University 1997 — 2000
BS, Planning & Resource Mgmt
Brigham Young University - Idaho 1995 — 1997
Associates, Business
Arizona State University August 2013 - Present
Edward Jones January 2013 - June 2013
University of Phoenix 2009 - 2011
Skills
Strategy, Management, Human Resources, Customer Service, Admissions, Higher Education, Adult Education, Staff Development, Enrollment Management, Leadership Development, Student Financial Aid, Student Affairs, Distance Learning, E-Learning, Student Recruiting, Coaching, Organizational..., Leadership, Public Speaking, Translation
Education
University of Phoenix 2006 — 2008
Master, MBA
Arizona State University, W. P. Carey School of Business 1998 — 2002
Bachelor, Business Management
Graham County Community College; DBA: Eastern Arizona College July 2008 - Present
Empire Companies April 2006 - July 2008
Ernst & Young LLP May 2005 - April 2006
Morrison, Ekre, & Bart Management Services, Inc. May 2004 - May 2005
Edward Jones August 2002 - September 2004
Skills
Financial Accounting, Budgets, Fund Accounting, OMB Circular A-133, Financial Reporting, Financial Analysis, Supervisory Skills, Personnel Management, Annual Financial..., Federal Grant Accounting, Grant Accounting, Financial Aid Accounting, Budget Management, SEFA preperation
Education
Arizona State University - W. P. Carey School of Business 2004 — 2005
Masters, Accounting/Taxation
Arizona State University - W. P. Carey School of Business 2001 — 2002
Bachelor of Science, Finance
Raymond James Financial Services, Inc. February 2012 - Present
Edward Jones September 2005 - February 2012
Skills
401k Rollovers, Saving for Education, Series 7, Retirement Planning, College Savings Plans
Education
Arizona State University 1982 — 1986
BS, Finance
East Valley Institute of Technology November 2013 - Present
Edward Jones March 2012 - November 2013
Skills
Series 7, FINRA, Series 6, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Uniform Combined State..., Public Speaking, Series 63, Traditional IRA, Education Funding, 401k Rollovers, Roth IRA, Credit, Cash Management, AAMS, Rollovers, Marketing, Municipal Bonds, Tax Free Income, 529 Plans, Investments, Fixed Annuities, Multi-generational..., Retirement, Holistic Financial..., SEP IRA, Income for Life, Saving for Education, College Savings Plans, Pensions, Wealth Preservation..., Series 65, Strategic Financial..., Securities, College Education..., Unit Investment Trusts, Variable Annuities, Equities, Retirement Planning, Wealth Accumulation..., Life & Health Insurance..., Simple IRA, Wealth Accumulation, IRAs
Education
Arizona State University 2004 — 2008
Edward Jones December 2013 - Present
Enterprise Rent-A-Car February 2006 - Present
Med-West Billing Services May 2004 - February 2006
Western Glove and Safety March 2001 - August 2004
ABM Industries August 2000 - March 2002
Skills
Customer Satisfaction, Customer Service, Customer Retention, Inventory Management, Outlook, Microsoft Office, Microsoft Excel, Account Management, Microsoft Word, Data Entry, Call Center, PowerPoint, Call Centers, Management
Education
Arizona State University 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Lake Havasu High School 1995 — 2000
Edward Jones February 2013 - Present
Edward Jones October 2010 - February 2013
Stifel Nicolaus May 2008 - October 2010
A.G. Edwards March 2005 - May 2008
Skills
VBA, SQL, Trading Systems, Project Management, Program Management, Investments, Portfolio Management, Excel Dashboards, Asset Allocation
Education
Arizona State University 2002 — 2006
Finance, Accounting
Edward Jones December 2007 - Present
Southwestern Company February 2004 - August 2007
Skills
Retirement Planning, Insurance, Finance, Small Business, Time Management, Securities, Retirement, Customer Service, Entrepreneurship, Series 7, Investment Advisory, Investments, Tax, 401k
Education
Arizona State University - W. P. Carey School of Business
Finance, Finance
A.T. Still University May 2013 - Present
A.T. Still University October 2009 - Present
JRG Medical Communications & Project Management July 2001 - Present
St. Joseph's Hospital and Medical Center February 2004 - June 2007
Edward Jones 2002 - 2004
Southwest General Health Center February 1998 - June 2000
University Hospitals of Cleveland/Case Western Reserve University 1991 - 1998
Cleveland Clinic 1988 - 1991
Skills
Writing, Newsletters, Healthcare, Web Content, Editing, Healthcare Education, Professional..., Social Media, SEO copywriting, Grant Writing, Medical Writing, Community Outreach, Public Relations, Press Releases, Health Education, Higher Education, Copy Editing, Copywriting, Journalism, Research, Content Management, Blogging, Advertising, Publications, Marketing, Email Marketing, Editorial, Strategy, Marketing Strategy, Creative Direction
Education
Higher Ed Experts
Social Media Marketing for Higher Education
Arizona State University
BSN, Nursing
Cleveland State University
MA, Communications
Mortgage Advantage Pro December 2012 - Present
Arizona Bank & Trust January 2013 - May 2013
Academy Mortgage Corporation July 2012 - December 2012
Peoples Home Lending January 2011 - May 2012
Edward Jones October 2010 - December 2010
Oxford Lending Group July 2008 - October 2010
Bank of America September 2006 - February 2008
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Credit Analysis, Banking, Second Mortgages, Certified Mortgage..., Home Equity Lines of..., VA loans, Building Strong..., Social Networking
Education
Arizona State University 2002 — 2006
Business and Communication
The University of New Mexico 2001 — 2002
Business
COUNTRY Financial® April 2015 - Present
Edward Jones November 2014 - March 2015
RCO Legal, P.S. December 2012 - October 2014
Wells Fargo August 2005 - December 2012
Wachovia, A Wells Fargo Company March 2007 - December 2008
Bank of America 2005 - 2005
First National Bank of Arizona 2002 - 2005
Skills
Risk Management, Mortgage Banking, Credit, Mortgage Lending, Loss Mitigation, Loan Origination, Mortgage Servicing, Loans, Financial Services, Residential Mortgages, Loan Servicing, Banking, FHA, Underwriting, Mortgage Underwriting, Process Improvement, FHA financing, Leadership, Vendor Management, Refinance, Credit Analysis, Default, Due Diligence, USDA, Training, Consumer Lending, Portfolio Management, Credit Risk, VA loans, Finance, Management, Customer Service, Financial Risk
Education
Arizona State University 1992 — 1995
Bachelor of Science (B.S.), Communication
Edward Jones February 2012 - Present
Edward Jones September 2008 - February 2012
Wells Fargo Bank November 2005 - September 2008
Abercrombie & Fitch May 2003 - October 2005
Arizona State University January 2002 - May 2003
Skills
Customer Service, Series 7, Strategic Financial..., Marketing, Financial Analysis, Management
Education
Arizona State University 2000 — 2006
Bachelor's, Pre-Law/Business
Edward Jones February 2008 - Present
Edward Jones October 2006 - February 2008
Skills
Series 7, Mutual Funds, Process Improvement, Series 66, Strategic Financial..., Securities
Education
Arizona State University 1998 — 2003
B.S., Psychology
Foundation Resource Management August 2008 - Present
Regions Financial Corporation October 2000 - May 2008
Edward Jones June 1999 - October 2000
Skills
Equities, Portfolio Management, Financial Analysis, Valuation, Investments, Credit Analysis, Financial Modeling, Capital Markets, Credit, Equity Research, Asset Allocation, Credit Risk, Bloomberg, Investment Management, Wealth Management, Asset Management
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
Arkansas State University 1988 — 1993
Bachelors, Finance
Little Rock Catholic High School For Boys 1983 — 1988
Edward Jones June 2010 - Present
Arcturis November 2004 - June 2010
Corporate Interior Systems (CIS) 1996 - 2004
Skills
Space planning, Design Research, AutoCAD, CAP, Furniture Secifications, Interior Design, LEED, Revit, Submittals, LEED AP, Interior Architecture, Furniture, Facilities Management, Comprehensive Planning, Architectural Design, Microsoft Office, Move Management, Project Management, Mixed-use, Project Planning, Space Planning, Team Building
Education
Arizona State University 1989 — 1992
Bachelor's of Science, Interior Design
Edward Jones March 2007 - Present
Skills
Series 7, Series 24, Series 66, Series 51, Mutual Funds, Omnibus, Leadership, SuRPAS, SSAE 16, Controls Development, Finance, Financial Analysis, Risk Management, Financial Services, Securities, Investments, Process Improvement, Relationship Management
Education
Arizona State University 1997 — 2000
Bachelor's degree, Finance
Edward Jones January 2015 - Present
Edward Jones August 2013 - December 2014
Vanguard April 2007 - August 2013
Vanguard June 2004 - April 2007
Skills
Recruiting, Series 63, Series 7, Interviews, Relationship Management, Leadership, Team Leadership, Team Management, Engagement Management, Employee Engagement, Staff Supervision, Process Improvement, Process Management, Process Control, Management, Leadership Development, Change Management, Performance Management, Performance Appraisal, Interviewing Skills, Competency Based..., Interview Preparation, Project Management, Financial Services, Employee Training, Quality Auditing, Diversity & Inclusion, Client Relations Skills, Job Fairs
Education
Grand Canyon University 2010 — 2011
Master of Business Administration (M.B.A.)
Arizona State University West 2001 — 2004
Global Business - Financial Management
Edward Jones December 2011 - Present
Insight March 2011 - December 2011
University of Phoenix May 2007 - June 2010
Education
Arizona State University - W. P. Carey School of Business
Bachelors of Science, Management
Restaurant365 Software June 2015 - Present
Dynamic Methods July 2011 - Present
Edward Jones July 2007 - July 2011
Discover Financial Services June 2002 - July 2007
Skills
Excel, Microsoft Office, SQL, Auditing, Tax, Customer Relations, Microsoft Dynamics, Great Plains, Management Reporter, SalesPad, Report Writer, Integration Manager, Hyperion Financial..., Great Plains Software, Microsoft Excel, Project Management, Account Reconciliation, Integration, Customer Service, SSRS, Process Improvement, Consulting, Business Intelligence, Management
Education
Arizona State University West 2005 — 2007
Bachelor, Global Business
Unicon December 2009 - Present
Financial Processing Systems January 2006 - December 2009
Edward Jones December 2005 - June 2007
Skills
Drupal 7, Data Analysis, R, Panopoly, Drupal Module..., Drupal Theme Development, Drupal 8, Drupal 6, PHP, C#, Python, Salesforce.com, Apex Programming, Zend Framework, jQuery, C++, C, Java, ASP.NET, JavaScript, Compass, SASS, HTML, CSS, SAS, Photoshop, Microsoft Office, Bash, Perl, Linux System..., AIX Administration, Solaris, Ubuntu, SQL, MySQL, PostgreSQL, LAMP, LAMP administration, AJAX, Flash, Flex, PhoneGap, Mobile Applications, Matlab, Regression Analysis, Predictive Analytics, Predictive Modeling, Software Development, Software Architectural..., Drupal
Education
Arizona State University
Bachelor of Science (BS)
Randstad July 2015 - Present
Edward Jones November 2014 - June 2015
Scottsdale Healthcare August 2011 - August 2012
Skills
Customer Service, Leadership, Microsoft Excel, Supply Chain Management, Microsoft Office, Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Data Analysis, Public Speaking, Inventory Management, Time Management, Sales, Marketing, Social Networking, Financial Analysis, Strategic Planning, Finance, Recruiting
Education
Arizona State University 2006 — 2010
Supply Chain Management, Business, Magna Cum Laude
Saguaro High School 2002 — 2006
High school diploma, General Studies
PwC July 2015 - Present
PwC July 2014 - July 2015
PwC February 2013 - July 2014
Edward Jones June 2011 - January 2013
Edward Jones June 2010 - June 2011
Skills
Visual Basic, SQL, SQL Developer, Quality Center, Savvion, Project Management, Process Improvement, Microsoft Office, Series 7, Series 66, Program Management, Management, Competitive Analysis, Oracle SQL Developer, Leadership, Recruiting, Analytics, Software Documentation, Insurance, Analysis, Strategy, Training, Uniform Combined State..., Business Process, Mutual Funds, Banking, Salesforce.com, Access, Wealth Management, Financial Analysis, Financial Modeling, Customer Service, Visio, Data Analysis, Forecasting, Accounting, AML, Vendor Management, Business Intelligence, CRM, Requirements Gathering, Finance, Financial Services, Asset Allocation, Microsoft Excel, Business Process..., Retirement Planning, Marketing, Business Analysis, Risk Management
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
Avnet May 2015 - Present
Financial Engines May 2014 - May 2015
Rinchem July 2012 - August 2013
Rinchem June 2011 - August 2012
Edward Jones February 2006 - June 2010
American Funds October 2005 - January 2006
Skills
Training, Process Improvement, Project Management, Customer Service, Data Analysis, Management, Root Cause Analysis, Call Center Operations, Process Flow..., Analysis, Operations Management, Supply Chain Management, Marketing, Business Analysis, Cross-functional Team..., Financial Analysis, Leadership, Microsoft Office, Vendor Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Strategic Marketing
The Ohio State University 2003 — 2005
Bachelor of Arts, Strategic Communication
Edward Jones August 2013 - Present
Christiania Capital, LLC July 2010 - August 2013
Charles Schwab August 2004 - September 2009
Skills
Series 7, Series 9, Series 10, Series 63, Equities, Trading, FINRA, Securities, Series 24, Alternative Investments, Hedge Funds, Fixed Income, Investments, Bonds, Asset Allocation, Capital Markets, Mutual Funds, Investment Advisory, ETFs, Bloomberg, Options
Education
Arizona State University 2004 — 2009
B.S., Economics
T. Rowe Price August 2015 - Present
BlackRock August 2012 - August 2015
BNY Mellon October 2005 - July 2012
Edward Jones January 2005 - June 2006
JP Morgan Chase June 2001 - August 2003
Skills
Fixed Income, Equities, Series 6, Series 63, Series 65, Investments, Bloomberg, Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Bloomberg Terminal, Investment Management, Securities
Education
University of Washington 2004 — 2006
Bachelor of Arts (B.A.), Finance
Arizona State University - W. P. Carey School of Business 2001 — 2003
Finance
Edward Jones August 2014 - June 2015
Target May 2013 - August 2014
Target August 2008 - May 2013
The Cheesecake Factory June 2008 - August 2008
United States Marine Corps July 2003 - July 2008
D'Vinci's of Watertown December 1998 - June 2003
Skills
Loss Prevention, Inventory Management, Inventory Control, Customer Service, Physical Security, Asset Protection, Time Management, Leadership, Retail, Training, Store Management, Microsoft Office, Shrinkage, Team Leadership, Customer Satisfaction, Supervisory Skills, Data Entry, Store Operations, Team Building, Microsoft Word
Education
Arizona State University 2009 — 2013
B.S. Economics, Economics
Watertown Mayer High School 1989 — 2003
HS Diploma, General Studies
Edward Jones February 2011 - Present
CT Designs January 2003 - October 2011
TGI Fridays April 2007 - April 2011
Bostons 2003 - 2006
Education
Arizona State University
BA Communication Degree, 2010
Maricopa Community College
Mesquite High School
High School Diploma, 2004
THIRTYDOWN March 2014 - Present
Western Governors Uuniersity May 2011 - Present
University of Phoenix September 2008 - February 2014
The VIP Military April 2013 - January 2014
Edward Jones September 2007 - October 2009
SHERIDAN APPRIAISAL SERVICES July 2005 - September 2007
UPS September 1998 - July 2005
UPS April 1998 - July 2005
UPS September 1998 - September 1999
Education
University of Phoenix 2003 — 2005
MBA, Business
Arizona State University
Southwest Institute of Healing Arts
Edward Jones February 2015 - Present
Edward Jones January 2013 - February 2015
Edward Jones January 2012 - December 2012
Edward Jones October 2007 - December 2011
DriveTime December 2006 - October 2007
Skills
Financial Analysis, Leadership, Strategic Planning, Event Planning, Customer Service, Microsoft Office, Sales, Marketing, Fixed Income, Microsoft Excel, Economics, Finance, Investments, Equities, Analysis, Process Improvement
Education
Arizona State University - W. P. Carey School of Business 2002 — 2006
Bachelor's Degree, Finance
Edward Jones February 2013 - Present
Edward Jones August 2011 - February 2013
DePuy Orthopaedics June 2010 - May 2011
Vanguard June 2009 - March 2010
Vanguard June 2007 - June 2009
Vanguard April 2004 - June 2007
Skills
Series 63, Risk Management, Mutual Funds, FINRA, Securities, Series 6, Series 7, Series 24, Series 51, Series 99, Life & Health Insurance..., Operations Management, Leadership, Process Improvement, Financial Accounting, Analysis, Six Sigma, University Recruitment, Relationship Management, Vendor Management, Production Support, Financial Audits, Annuity Sales, Corporate Actions, Business Planning, Operational Due..., 529 Plans, Strategic Planning, New Business Development
Education
Arizona State University
Bachelor of Science (B.S.), Finance, General
Financial Engines June 2012 - Present
Merrill Lynch October 2011 - May 2012
Edward Jones May 2006 - May 2011
Education
Arizona State University
American Express June 2008 - Present
Edward Jones May 2001 - June 2008
Global Payments May 2000 - May 2001
Charter Communications April 1999 - May 2000
Home Savings of America February 1996 - December 1998
American Express September 1988 - January 1996
MeraBank December 1980 - September 1988
Skills
Instructional Design, Leadership Development, Performance Management, Communication, Training Delivery, Technical Training, Training Needs Analysis, Creative Writing, Workshop Facilitation, Written & Oral..., Process Improvement, Strategy, Project Management, Employee Training, Finance, Change Management, Leadership, Analytics
Education
Central Arizona College 1978 — 1980
Associate of Arts (A.A.), Theatre/Theater
Arizona State University
Wells Fargo Wealth Management October 2013 - Present
BMO Harris Private Banking January 2012 - October 2013
Edward Jones January 2009 - December 2012
Skills
Investment Strategies, Investment Management, Trading, Financial Modeling, Financial Analysis, Financial Research, Fixed Income, Equity Valuation, Bloomberg, Supply Chain Management, Bonds
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.)
American Express 2010 - 2013
Edward Jones January 2006 - December 2009
Education
Arizona State University 1981 — 1985
Bachelor's degree, Chemistry