Edward Jones

Industry: Investment company

Description

Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)

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

Edward Jones Employees

Employee
Years
Job
Industry
Layne M. Goodman Layne M. Goodman Mesa, Arizona Details
Layne M. Goodman's Edward Jones Experience 2002 - 2004
Job Educator
Industry Education Management
Experience
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

Daniel Wilkerson Daniel Wilkerson Phoenix, Arizona Area Details
Daniel Wilkerson's Edward Jones Experience October 2007 - June 2010
Job Founder at Eclectic DNA
Industry Computer Software
Experience
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

Leah Dominguez, AAMS® Leah Dominguez, AAMS® Phoenix, Arizona Area Details
Leah Dominguez, AAMS®'s Edward Jones Experience November 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Iulia Hociota Iulia Hociota Phoenix, Arizona Area Details
Iulia Hociota's Edward Jones Experience June 2013 - April 2014
Job Risk Analyst
Industry Financial Services
Experience
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

Curtis Kurowski Curtis Kurowski Greater Los Angeles Area Details
Curtis Kurowski's Edward Jones Experience August 2008 - May 2009
Job Controller at AV Squad
Industry Entertainment
Experience
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

Nicole Babcock Nicole Babcock Gilbert, Arizona Details
Nicole Babcock's Edward Jones Experience June 2014 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
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

Elizabeth Sirmons Elizabeth Sirmons Phoenix, Arizona Area Details
Elizabeth Sirmons's Edward Jones Experience December 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones   December 2010 - Present

Education
Arizona State University   2006 — 2009
Bachelor of Science (B.S.), Speech and Hearing Science

Maleri Sevier Maleri Sevier Phoenix, Arizona Area Details
Maleri Sevier's Edward Jones Experience June 2015 - Present
Job MBA Candidate at the W.P. Carey School of Business at Arizona State University
Industry Publishing
Experience
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

Kyla Houge Kyla Houge Greater Los Angeles Area Details
Kyla Houge's Edward Jones Experience June 2011 - July 2014
Job Honor Student (Volunteer) at Securities & Exchange Commission
Industry Law Practice
Experience
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

Brian Mazzanti Brian Mazzanti Phoenix, Arizona Area Details
Brian Mazzanti's Edward Jones Experience January 2010 - Present
Job Sr. Investment Specialist at Edward Jones
Industry Financial Services
Experience
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

Nicole Mojan Pirshafiey Nicole Mojan Pirshafiey Greater Los Angeles Area Details
Nicole Mojan Pirshafiey's Edward Jones Experience July 2008 - July 2010
Job Social Media Manager, E! Online & E! News
Industry Entertainment
Experience
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

Kyle Masingill Kyle Masingill Scottsdale, Arizona Details
Kyle Masingill's Edward Jones Experience November 2013 - May 2014
Job Investment Specialist I at Merrill Edge
Industry Financial Services
Experience
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

Chiquita (Chiquita Pounders) Briscoe Chiquita (Chiquita Pounders) Briscoe Little Rock, Arkansas Area Details
Chiquita (Chiquita Pounders) Briscoe's Edward Jones Experience May 2012 - August 2013
Job Insurance Investigator for Arkansas Insurance Dept.
Industry Insurance
Experience
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

Michael Mohr Michael Mohr Saint Louis, Missouri Details
Michael Mohr's Edward Jones Experience July 2013 - Present
Job Talent Acquisition Manager Military at Edward Jones
Industry Financial Services
Experience
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

Joanna Dominguez Joanna Dominguez Scottsdale, Arizona Details
Joanna Dominguez's Edward Jones Experience July 2008 - February 2009
Job Financial Counselor
Industry Hospital & Health Care
Experience
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

Maureen Leavy-Aliabadi Maureen Leavy-Aliabadi Phoenix, Arizona Area Details
Maureen Leavy-Aliabadi's Edward Jones Experience November 2010 - March 2011
Job Human Resources Staffing and Recruiting at Menlo Worldwide
Industry Logistics and Supply Chain
Experience
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

Ashley Carlisle Elchert, CFA, FRM Ashley Carlisle Elchert, CFA, FRM Greater St. Louis Area Details
Ashley Carlisle Elchert, CFA, FRM's Edward Jones Experience June 2006 - August 2009
Job Capital Markets Services Committee Liaison
Industry Financial Services
Experience
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

Robert Hunnicutt Robert Hunnicutt Gilbert, Arizona Details
Robert Hunnicutt's Edward Jones Experience June 2011 - July 2013
Job Business Intelligence and Data Analytics Developer
Industry Automotive
Experience
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

Ray Ruffin Ray Ruffin San Francisco Bay Area Details
Ray Ruffin's Edward Jones Experience 2002 - 2005
Job Vice President | Umpqua Bank | Commerical Banking Division
Industry Banking
Experience
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

Lance Olson Lance Olson Scottsdale, Arizona Details
Lance Olson's Edward Jones Experience September 2011 - August 2014
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Sihua (Sheila) Meng Sihua (Sheila) Meng Phoenix, Arizona Area Details
Sihua (Sheila) Meng's Edward Jones Experience February 2013 - May 2013
Job Student at W. P. Carey School of Business, Arizona State University, (B.S.) Finance & Supply Chain Management
Industry Financial Services
Experience
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

Joshua Bowman Joshua Bowman Phoenix, Arizona Area Details
Joshua Bowman's Edward Jones Experience April 2010 - September 2010
Job Managing Director of Acquisitions at STORE Capital
Industry Commercial Real Estate
Experience
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

Jae Yoon Oh Jae Yoon Oh Phoenix, Arizona Area Details
Jae Yoon Oh's Edward Jones Experience October 2011 - April 2012
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Investment Banking
Experience
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

Brad Frandsen Brad Frandsen Phoenix, Arizona Area Details
Brad Frandsen's Edward Jones Experience June 2011 - August 2013
Job Legal Intern at Tyler Allen Law Firm
Industry Law Practice
Experience
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

Clint Martinez Clint Martinez Peoria, Arizona Details
Clint Martinez's Edward Jones Experience 2011 - 2013
Job Outside Business Manager at Sands Chevrolet
Industry Automotive
Experience
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

Jodie Savino Jodie Savino Phoenix, Arizona Area Details
Jodie Savino's Edward Jones Experience November 2012 - Present
Job Recruiter at Edward Jones
Industry Financial Services
Experience
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

Michelle Fox Higgins Michelle Fox Higgins Alpharetta, Georgia Details
Michelle Fox Higgins's Edward Jones Experience April 2013 - August 2014
Job Financial Consultant
Industry Banking
Experience
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

Vikas Seelam Vikas Seelam Phoenix, Arizona Area Details
Vikas Seelam's Edward Jones Experience June 2013 - Present
Job Municipal Bond Trader at Edward Jones
Industry Financial Services
Experience
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

Jason Slade Jason Slade Surprise, Arizona Details
Jason Slade's Edward Jones Experience September 2002 - December 2010
Job Owner/Financial Advisor
Industry Financial Services
Experience
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

Douglas Meziere, MBA Douglas Meziere, MBA Scottsdale, Arizona Details
Douglas Meziere, MBA's Edward Jones Experience June 2011 - Present
Job Municipal Bond Trader at Edward Jones
Industry Financial Services
Experience
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

Christopher Kruger Christopher Kruger Golden, Colorado Details
Christopher Kruger's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Christopher R Mariner Christopher R Mariner Sun City West, Arizona Details
Christopher R Mariner's Edward Jones Experience March 2002 - July 2009
Job Financial Advisor at Raymond James Financial Inc. Member FINRA/SIPC
Industry Financial Services
Experience
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

Anthony Agrait Anthony Agrait Tempe, Arizona Details
Anthony Agrait's Edward Jones Experience November 2011 - April 2012
Job Talent Strategy Consultant at PLS Logistics
Industry Financial Services
Experience
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

Dawon Coleman Dawon Coleman Tempe, Arizona Details
Dawon Coleman's Edward Jones Experience August 2012 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Scott Berry, AAMS ® Scott Berry, AAMS ® Dallas/Fort Worth Area Details
Scott Berry, AAMS ®'s Edward Jones Experience November 2004 - December 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
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

Dale Alimena Dale Alimena Owasso, Oklahoma Details
Dale Alimena's Edward Jones Experience 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
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

Stephanie Henshaw Stephanie Henshaw Las Vegas, Nevada Area Details
Stephanie Henshaw's Edward Jones Experience January 2006 - March 2007
Job Banquet Service Professional
Industry Hospitality
Experience
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

Jack Seibert Jack Seibert Phoenix, Arizona Area Details
Jack Seibert's Edward Jones Experience May 2013 - Present
Job Cheif operating officer at JKDS ENTERPRISES LLC
Industry Financial Services
Experience
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

Chris Blentzas Chris Blentzas San Diego, California Details
Chris Blentzas's Edward Jones Experience June 2007 - September 2010
Job Private Client Advisor
Industry Financial Services
Experience
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

Jeff Schenk Jeff Schenk Phoenix, Arizona Area Details
Jeff Schenk's Edward Jones Experience November 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Matt Hull Matt Hull Oklahoma City, Oklahoma Area Details
Matt Hull's Edward Jones Experience January 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2005 - Present

Education
Oklahoma State University   2001 — 2003
MBA

Arizona State University   1994 — 1998

Julia Reyes Julia Reyes Greater New York City Area Details
Julia Reyes's Edward Jones Experience May 2004 - June 2006
Job Senior Manager at Ashland Partners
Industry Accounting
Experience
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

Lesley Daus Lesley Daus Las Vegas, Nevada Area Details
Lesley Daus's Edward Jones Experience 2001 - 2003
Job Inventory Exchange Manager, Diamond Resorts International
Industry Accounting
Experience
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

Robert Alt Robert Alt Phoenix, Arizona Details
Robert Alt's Edward Jones Experience January 2014 - April 2014
Job Trade Specialist at AIG
Industry Investment Management
Experience
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

Ron Seiford Ron Seiford Saint Paul, Minnesota Details
Ron Seiford's Edward Jones Experience 2009 - 2012
Job Department of Revenue
Industry Financial Services
Experience
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

Christine Lobdell Raney Christine Lobdell Raney Phoenix, Arizona Area Details
Christine Lobdell Raney's Edward Jones Experience September 2004 - Present
Job Financial Advisor, CRPC, AAMS
Industry Financial Services
Experience
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

Rykert Fowler Rykert Fowler Phoenix, Arizona Area Details
Rykert Fowler's Edward Jones Experience August 2009 - July 2011
Job Financial Advisor at Calton & Associates, Inc.
Industry Financial Services
Experience
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

Tala Meyer Tala Meyer Corpus Christi, Texas Area Details
Tala Meyer's Edward Jones Experience I help clients find financial security in retirement and manage their portfolios for estate legacies.Financial AdvisorEdward JonesAugust 2007 - July 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Luke Enna, MBA Luke Enna, MBA San Ramon, California Details
Luke Enna, MBA's Edward Jones Experience July 2006 - March 2007
Job Staff Coach at San Ramon Soccer Club
Industry Professional Training & Coaching
Experience
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

Craig Shelly Craig Shelly Bentonville, Arkansas Details
Craig Shelly's Edward Jones Experience July 1999 - April 2000
Job Director Logistics Finance at Walmart
Industry Retail
Experience
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

Janaye Burt, CFA Janaye Burt, CFA Scottsdale, Arizona Details
Janaye Burt, CFA's Edward Jones Experience 2007 - 2007
Job Associate Portfolio Manager, BMO Private Bank
Industry Financial Services
Experience
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

Orlando Franklin Orlando Franklin Phoenix, Arizona Area Details
Orlando Franklin's Edward Jones Experience July 2011 - Present
Job
Industry Information Technology and Services
Experience
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

Brent Lacey Brent Lacey Houston, Texas Details
Brent Lacey's Edward Jones Experience 2009 - 2011
Job GE Healthcare Service Program Manager
Industry Hospital & Health Care
Experience
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

Elyse Ross Elyse Ross Washington, New Jersey Details
Elyse Ross's Edward Jones Experience September 2011 - September 2013
Job Personal Lines CSR at Chubb Insurance
Industry Financial Services
Experience
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

Eli Wood Eli Wood Phoenix, Arizona Area Details
Eli Wood's Edward Jones Experience January 2015 - Present
Job Leader at Edward Jones
Industry Information Technology and Services
Experience
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

Katie Rathkey Katie Rathkey Oklahoma City, Oklahoma Area Details
Katie Rathkey's Edward Jones Experience September 2008 - August 2010
Job Communications Consultant at ONE Gas
Industry Public Relations and Communications
Experience
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

Shawn Trumpfeller Shawn Trumpfeller Portland, Oregon Details
Shawn Trumpfeller's Edward Jones Experience 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
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

Jennifer Ng Patel Jennifer Ng Patel Phoenix, Arizona Area Details
Jennifer Ng Patel's Edward Jones Experience January 2010 - September 2010
Job Mortgage Advisor at Stonegate Mortgage NMLS 669869
Industry Financial Services
Experience
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

Shawn Gage Shawn Gage Dallas, Texas Details
Shawn Gage's Edward Jones Experience September 1992 - January 1996
Job Managing Director/Founder at Alternative Core Solutions
Industry Investment Management
Experience
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

Taniel Agnerian Taniel Agnerian Phoenix, Arizona Details
Taniel Agnerian's Edward Jones Experience June 2011 - May 2015
Job Regional Bond Specialist at Charles Schwab
Industry Financial Services
Experience
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

Justin Shire Justin Shire United States Details
Justin Shire's Edward Jones Experience October 1995 - January 1997
Job producer at xoxo food label
Industry Food Production
Experience
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

Griffin Brown Griffin Brown Phoenix, Arizona Area Details
Griffin Brown's Edward Jones Experience September 2012 - Present
Job Service Specialist at Edward Jones
Industry Financial Services
Experience
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

Shaina Rozen Shaina Rozen Phoenix, Arizona Area Details
Shaina Rozen's Edward Jones Experience March 2009 - December 2009
Job Copywriter and Content Strategist at Sidetone
Industry Marketing and Advertising
Experience
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

Eric Knudtson Eric Knudtson Greater New York City Area Details
Eric Knudtson's Edward Jones Experience June 2010 - December 2011
Job Account Executive at Yelp
Industry Entertainment
Experience
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

Adam Saylor Adam Saylor Phoenix, Arizona Area Details
Adam Saylor's Edward Jones Experience May 2008 - August 2008
Job Commercial Real Estate Professional
Industry Capital Markets
Experience
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

Holly C. Brauer Holly C. Brauer Scottsdale, Arizona Details
Holly C. Brauer's Edward Jones Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Ty Allen Ty Allen Thatcher, Arizona Details
Ty Allen's Edward Jones Experience May 2010 - January 2011
Job Owner at Allen Consulting LLC
Industry Management Consulting
Experience
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

Rochelle Martinez Rochelle Martinez Gilbert, Arizona Details
Rochelle Martinez's Edward Jones Experience
Job Operations Relationship Manager at Edward Jones
Industry Financial Services
Experience
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

Angela Hewitt Angela Hewitt Phoenix, Arizona Area Details
Angela Hewitt's Edward Jones Experience July 2015 - Present
Job Study Specialist at Edward Jones
Industry Financial Services
Experience
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

Kamil Falkowski Kamil Falkowski Phoenix, Arizona Area Details
Kamil Falkowski's Edward Jones Experience February 2014 - Present
Job Risk Management Analyst at Edward Jones
Industry Financial Services
Experience
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

Heather Tripp Heather Tripp Waddell, Arizona Details
Heather Tripp's Edward Jones Experience June 2009 - June 2011
Job Owner at HLT Enterprises, LLC...license pending
Industry Legal Services
Experience
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

Ray Salazar Ray Salazar Scottsdale, Arizona Details
Ray Salazar's Edward Jones Experience September 2004 - June 2005
Job VP, Sales at loanDepot
Industry Financial Services
Experience
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

Mirza Zeshan Baig, CPA Mirza Zeshan Baig, CPA Phoenix, Arizona Area Details
Mirza Zeshan Baig, CPA's Edward Jones Experience April 2010 - January 2012
Job Tax Accountant at Gaintner Bandler Reed & Peters PLC
Industry Accounting
Experience
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

Christina Pate Christina Pate Phoenix, Arizona Area Details
Christina Pate's Edward Jones Experience April 2015 - Present
Job Reconciliation Specialist II at Edward Jones
Industry Capital Markets
Experience
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

Bryan Shumate Bryan Shumate Paducah, Kentucky Details
Bryan Shumate's Edward Jones Experience February 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
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

Albin Wisniewski Jr Albin Wisniewski Jr Phoenix, Arizona Area Details
Albin Wisniewski Jr's Edward Jones Experience 2004 - 2009
Job Team Manager at Xerox Human Resources Outsourcing
Industry Human Resources
Experience
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

Joshua Bryant Joshua Bryant Vero Beach, Florida Details
Joshua Bryant's Edward Jones Experience April 2013 - November 2013
Job Senior Account Manager at Blue Dog Business Services
Industry Business Supplies and Equipment
Experience
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

Nick Fuller Nick Fuller Phoenix, Arizona Area Details
Nick Fuller's Edward Jones Experience May 2008 - March 2011
Job Principal at Fuller Wealth Management LLC
Industry Financial Services
Experience
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

Suzy Taylor Oakley Suzy Taylor Oakley Jonesboro, Arkansas Area Details
Suzy Taylor Oakley's Edward Jones Experience October 2008 - May 2010
Job Compliance specialist at First Community Bank
Industry Financial Services
Experience
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

Valerie Mizell Valerie Mizell Greater Denver Area Details
Valerie Mizell's Edward Jones Experience August 2007 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Kerri Lopez Kerri Lopez Phoenix, Arizona Area Details
Kerri Lopez's Edward Jones Experience December 2009 - August 2011
Job Master Dealer at The Electronic Caregiver Company
Industry Hospital & Health Care
Experience
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

Tyrone Lewis Tyrone Lewis Charlotte, North Carolina Details
Tyrone Lewis's Edward Jones Experience January 2008 - September 2008
Job Production Services Lead Bank of America
Industry Banking
Experience
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

Patrick Morningstar, CFP® Patrick Morningstar, CFP® Greater St. Louis Area Details
Patrick Morningstar, CFP®'s Edward Jones Experience September 2015 - Present
Job Experienced Financial Advisor and Certified Financial planner dedicated to customized service and solutions
Industry Financial Services
Experience
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

Alison Bulka Alison Bulka Phoenix, Arizona Area Details
Alison Bulka's Edward Jones Experience February 2015 - Present
Job Productivity Consultant at Edward Jones
Industry Financial Services
Experience
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

Nathaniel Barker Nathaniel Barker Greater Denver Area Details
Nathaniel Barker's Edward Jones Experience October 2008 - June 2009
Job Spartacote Product Manager at Laitcrete International
Industry Building Materials
Experience
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

Tony Widowski Tony Widowski Goodyear, Arizona Details
Tony Widowski's Edward Jones Experience July 2009 - February 2013
Job Financial Advisor at Raymond James Financial Inc. 14950 W. Indian School Rd. Suite. 180; 623.282.9262
Industry Financial Services
Experience
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

Kevin Chao Kevin Chao Chandler, Arizona Details
Kevin Chao's Edward Jones Experience January 2013 - June 2013
Job International Admissions Specialist at Arizona State University
Industry Education Management
Experience
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

Heston Welker Heston Welker Phoenix, Arizona Area Details
Heston Welker's Edward Jones Experience August 2002 - September 2004
Job Assistant Controller at Eastern Arizona College
Industry Accounting
Experience
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

Colleen Lundy Colleen Lundy Scottsdale, Arizona Details
Colleen Lundy's Edward Jones Experience September 2005 - February 2012
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
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

Emily Aiton Emily Aiton United States Details
Emily Aiton's Edward Jones Experience March 2012 - November 2013
Job Business and Marketing Director: Radio at East Valley Institute of Technology
Industry Marketing and Advertising
Experience
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

Jennifer Kuerner Jennifer Kuerner Phoenix, Arizona Area Details
Jennifer Kuerner's Edward Jones Experience December 2013 - Present
Job Equity Service at Edward Jones
Industry Automotive
Experience
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

Mike McCluskey Mike McCluskey Phoenix, Arizona Area Details
Mike McCluskey's Edward Jones Experience February 2013 - Present
Job Trading Systems & Controls at Edward Jones
Industry Financial Services
Experience
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

Caitlyn Fogerty, AAMS Caitlyn Fogerty, AAMS Scottsdale, Arizona Details
Caitlyn Fogerty, AAMS's Edward Jones Experience December 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jo Gambosi Jo Gambosi Mesa, Arizona Details
Jo Gambosi's Edward Jones Experience 2002 - 2004
Job Communication & Marketing Coordinator at A.T. Still University/Owner, JRG Medical Communications & Project Management
Industry Higher Education
Experience
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

Nicholas Quenzer Nicholas Quenzer Scottsdale, Arizona Details
Nicholas Quenzer's Edward Jones Experience October 2010 - December 2010
Job Mortgage Loan Advisor Purchase Specialist with 8+ years experience
Industry Banking
Experience
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

Meryl Ponyman Meryl Ponyman Mesa, Arizona Details
Meryl Ponyman's Edward Jones Experience November 2014 - March 2015
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
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

Nathan Falk Nathan Falk Phoenix, Arizona Area Details
Nathan Falk's Edward Jones Experience February 2012 - Present
Job InField Support Specialist at Edward Jones
Industry Financial Services
Experience
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

Michelle Blasnig Michelle Blasnig Phoenix, Arizona Area Details
Michelle Blasnig's Edward Jones Experience February 2008 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
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

Chris Fleischmann, CFA Chris Fleischmann, CFA Little Rock, Arkansas Area Details
Chris Fleischmann, CFA's Edward Jones Experience June 1999 - October 2000
Job Analyst & Portfolio Manager at Foundation Resource Management
Industry Financial Services
Experience
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

Kim Golubic Kim Golubic Phoenix, Arizona Area Details
Kim Golubic's Edward Jones Experience June 2010 - Present
Job Facilities Project Coordinator
Industry Facilities Services
Experience
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

Mark Holthaus Mark Holthaus Phoenix, Arizona Area Details
Mark Holthaus's Edward Jones Experience March 2007 - Present
Job Edward Jones
Industry Financial Services
Experience
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

Katrina Benjamin Katrina Benjamin Phoenix, Arizona Area Details
Katrina Benjamin's Edward Jones Experience January 2015 - Present
Job Department Leader
Industry Financial Services
Experience
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

Kathleen Idehara Kathleen Idehara Phoenix, Arizona Area Details
Kathleen Idehara's Edward Jones Experience December 2011 - Present
Job Sr. Recruiter at Edward Jones
Industry Financial Services
Experience
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

Scott Bair Scott Bair Phoenix, Arizona Area Details
Scott Bair's Edward Jones Experience July 2007 - July 2011
Job Consultant with Dynamic Methods
Industry Information Technology and Services
Experience
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

Robert Nield Robert Nield Phoenix, Arizona Area Details
Robert Nield's Edward Jones Experience December 2005 - June 2007
Job Senior Software Engineer at Unicon
Industry Computer Software
Experience
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)

Jason Okun Jason Okun United States Details
Jason Okun's Edward Jones Experience November 2014 - June 2015
Job Executive Recruiter at Randstad
Industry Financial Services
Experience
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

Evan Mastro Evan Mastro New York, New York Details
Evan Mastro's Edward Jones Experience June 2011 - January 2013
Job Manager Risk & Compliance Systems & Analytics at PwC
Industry Financial Services
Experience
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

Leamon Tamas Leamon Tamas Scottsdale, Arizona Details
Leamon Tamas's Edward Jones Experience February 2006 - June 2010
Job Sr Business Analyst at Avnet
Industry Financial Services
Experience
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

Daryl Walden Daryl Walden Phoenix, Arizona Area Details
Daryl Walden's Edward Jones Experience August 2013 - Present
Job Senior Operations Specialist at Edward Jones
Industry Financial Services
Experience
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

Daniel Poquette Daniel Poquette Baltimore, Maryland Area Details
Daniel Poquette's Edward Jones Experience January 2005 - June 2006
Job Performance & Statistics Data at T. Rowe Price
Industry Investment Management
Experience
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

Philip Maiers Philip Maiers Phoenix, Arizona Area Details
Philip Maiers's Edward Jones Experience August 2014 - June 2015
Job Helping individuals one at a time
Industry Investment Management
Experience
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

Karen Tripp Karen Tripp Phoenix, Arizona Area Details
Karen Tripp's Edward Jones Experience February 2011 - Present
Job Mutual Funds at Edward Jones
Industry Investment Banking
Experience
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

Dave Bills Dave Bills Phoenix, Arizona Area Details
Dave Bills's Edward Jones Experience September 2007 - October 2009
Job Coach/Owner at THIRTYDOWN
Industry Higher Education
Experience
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

Jeff VanCott, CFA Jeff VanCott, CFA Gilbert, Arizona Details
Jeff VanCott, CFA's Edward Jones Experience February 2015 - Present
Job Equity Trader III at Edward Jones
Industry Financial Services
Experience
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

Devon French Devon French Tempe, Arizona Details
Devon French's Edward Jones Experience February 2013 - Present
Job Sr. Supervisor, Mutual Funds Control and Support
Industry Financial Services
Experience
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

Marc Mahaffey Marc Mahaffey Phoenix, Arizona Area Details
Marc Mahaffey's Edward Jones Experience May 2006 - May 2011
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines  June 2012 - Present
Merrill Lynch  October 2011 - May 2012
Edward Jones   May 2006 - May 2011

Education
Arizona State University

Mark Schrooten Mark Schrooten Chandler, Arizona Details
Mark Schrooten's Edward Jones Experience May 2001 - June 2008
Job Manager Finance at American Express
Industry Financial Services
Experience
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

Vishal Patel, CFA Vishal Patel, CFA Scottsdale, Arizona Details
Vishal Patel, CFA's Edward Jones Experience January 2009 - December 2012
Job Investment Manager at Wells Fargo Wealth Management
Industry Financial Services
Experience
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.)

lynn turley lynn turley Phoenix, Arizona Area Details
lynn turley's Edward Jones Experience January 2006 - December 2009
Job Banking Professional
Industry Banking
Experience
American Express  2010 - 2013
Edward Jones   January 2006 - December 2009

Education
Arizona State University   1981 — 1985
Bachelor's degree, Chemistry

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