Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Chris Mikolajczewski Chris Mikolajczewski's Edward Jones Experience December 2007 - November 2010
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC January 2014 - Present
Morgan Stanley November 2010 - January 2014
Edward Jones December 2007 - November 2010
Blue Skies Flying Services, Inc December 2003 - December 2007
TJX Companies January 2004 - August 2007
Sears, Roebuck and Co. October 1996 - January 2004
Sears, Roebuck and Co. March 1995 - September 1996
Venture Stores, Inc July 1994 - February 1995
Venture Stores August 1991 - July 1994
Waukegan Aero, LTD July 1990 - December 1992
Education
Northeastern Illinois University 1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)
Embry-Riddle Aeronautical University 1986 — 1987
Aviation/Airway Management and Operations
Lake Forest College 1985 — 1986
Forest View HS 1983 — 1985
Saint Patrick HS - Chicago 1981 — 1983
St. Pascal Grammar School 1973 — 1981
UPSTREAM Investment Partners, LLC January 2014 - Present
Morgan Stanley November 2010 - January 2014
Edward Jones December 2007 - November 2010
Blue Skies Flying Services, Inc December 2003 - December 2007
TJX Companies January 2004 - August 2007
Sears, Roebuck and Co. October 1996 - January 2004
Sears, Roebuck and Co. March 1995 - September 1996
Venture Stores, Inc July 1994 - February 1995
Venture Stores August 1991 - July 1994
Waukegan Aero, LTD July 1990 - December 1992
Education
Northeastern Illinois University 1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)
Embry-Riddle Aeronautical University 1986 — 1987
Aviation/Airway Management and Operations
Lake Forest College 1985 — 1986
Forest View HS 1983 — 1985
Saint Patrick HS - Chicago 1981 — 1983
St. Pascal Grammar School 1973 — 1981
Jeriah Cohen Jeriah Cohen's Edward Jones Experience January 2008 - October 2008
Job Founder/CEO at Neo Athletics
Industry Sporting Goods
Experience
Neo Athletics October 2010 - Present
SunTrust Bank October 2008 - November 2009
Edward Jones January 2008 - October 2008
Skills
Sales Management, Marketing Strategy, Social Media, Sales, Marketing, E-commerce, Entrepreneurship, Social Media Marketing, Sports, Retail, Social Networking, Digital Media, New Business Development, Business Strategy, Management, Business Development, Salesforce.com, Sports Marketing, Sales Process, Sales Operations, Email Marketing, Advertising, Online Advertising
Education
Lafayette College 2003 — 2007
Bachelor's degree, Business/Managerial Economics
Lafayette College 2003 — 2007
Bachelor's degree, Business/Managerial Economics
Neo Athletics October 2010 - Present
SunTrust Bank October 2008 - November 2009
Edward Jones January 2008 - October 2008
Skills
Sales Management, Marketing Strategy, Social Media, Sales, Marketing, E-commerce, Entrepreneurship, Social Media Marketing, Sports, Retail, Social Networking, Digital Media, New Business Development, Business Strategy, Management, Business Development, Salesforce.com, Sports Marketing, Sales Process, Sales Operations, Email Marketing, Advertising, Online Advertising
Education
Lafayette College 2003 — 2007
Bachelor's degree, Business/Managerial Economics
Lafayette College 2003 — 2007
Bachelor's degree, Business/Managerial Economics
Eric Gipson Eric Gipson's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Westin Kierland Resort and Spa March 2011 - June 2012
US Navy September 1989 - October 2009
Skills
Finance, Retirement Planning, College Savings Plans, Solid computer skills, Financial Analysis
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2009 — 2011
Associate's degree, Culinary Arts/Chef Training
Edward Jones June 2012 - Present
Westin Kierland Resort and Spa March 2011 - June 2012
US Navy September 1989 - October 2009
Skills
Finance, Retirement Planning, College Savings Plans, Solid computer skills, Financial Analysis
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2009 — 2011
Associate's degree, Culinary Arts/Chef Training
Stein Baughman, MBA, MA Stein Baughman, MBA, MA's Edward Jones Experience 2011 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones 2011 - Present
GlaxoSmithKline 1989 - 2010
Skills
Wealth Management, Financial Services, High Net Worth..., Retirement Income..., Retirement Savings, Strategy, Insurance, Healthcare, Qualified Retirement..., Employee Benefits, dividends, Variable Annuities, College Savings Plans, Strategic Planning, Fixed Income Strategies, Fixed Annuities, Program Management, Account Management, Pharmaceutical Industry, Leadership, Customer Service, Teamwork
Education
LeTourneau University 1995 — 1997
MBA, Business
Louisiana Tech University 1979 — 1982
BS, MA, Humanities, Science, Business
Edward Jones 2011 - Present
GlaxoSmithKline 1989 - 2010
Skills
Wealth Management, Financial Services, High Net Worth..., Retirement Income..., Retirement Savings, Strategy, Insurance, Healthcare, Qualified Retirement..., Employee Benefits, dividends, Variable Annuities, College Savings Plans, Strategic Planning, Fixed Income Strategies, Fixed Annuities, Program Management, Account Management, Pharmaceutical Industry, Leadership, Customer Service, Teamwork
Education
LeTourneau University 1995 — 1997
MBA, Business
Louisiana Tech University 1979 — 1982
BS, MA, Humanities, Science, Business
Luis Angel Ramos Professor ATTITUDE Luis Angel Ramos Professor ATTITUDE's Edward Jones Experience June 2005 - December 2005
Job Adragogist: Adult Education Specialist Consultant/Public Relations/Motivation/Agent of Change
Industry Education Management
Experience
Volusia County School District July 2015 - Present
Daytona State College March 1999 - Present
Daytona State College January 2014 - August 2015
R.E.S.T. Ramos Educational Services & Translations, Inc. April 2011 - December 2013
Unitec Institute of Technology July 2011 - August 2011
City College Casselberry Florida June 2009 - September 2009
Orlando Academy June 2008 - July 2008
Inter American University of Puerto Rico October 2007 - March 2008
Angley College DeLand, FL February 2006 - October 2006
Edward_Jones June 2005 - December 2005
Skills
Bilingual-Spanish, People Management, Public Relations, Higher Education..., Higher Education..., Community Relations, Community Leadership, Leadership Development, Community Management, College Relations, Teaching Adults, Adult Education, Political Campaigns, Educational Consulting, Volunteer Coordination, Tutoring, Youth Leadership, Event Management, Coordinating Events, Youth Empowerment, Youth Mentoring, Juvenile Law, Diversity Recruitment, Diversity Strategy, Diversity Training, Cultural Diversity, College Recruiting, Financial Aid, Hispanic Marketing, Marketing Research, Latin American Studies, HUMAN RESOURCES, International Business, Government Liaison, Fundraising, Higher Education, Human Resources, Management, Marketing, Volunteer Management, Student Affairs, Community Outreach, Community Development, Student Financial Aid, Public Speaking, Curriculum Design, Spanish, Training, Recruiting, Employee Training
Education
Liberty University 2014 — 2015
Doctor of Education (EdD), Higher Education/Higher Education Administration
Colegio Biblico Fuente de Verdad (Bible Seminar) 2012 — 2013
Bachelor of Arts (B.A.), Theology/Theological Studies, A & B
Department of Labor of the Commonwealth of Puerto Rico Entrepreneurship Small Business Center 2012 — 2013
Certificate on Small Business: Creating a Business Plan & Sales using class book from the UPR, Small Business Administration/Management
Universidad Metropolitana, Universidad del Turabo 2011 — 2013
MA Ed., Adult Education, AAA 4.0 GPA Thanks to GOD!!! I am nerd again!!!!
vThe Pacific Institute 2004 — 2005
Certificates: Investment in Excellence in Education, Two Certificates of Training at Angley College
Kutztown University of Pennsylvania 1993 — 1995
BSBA, Business Management/International Business Management/Human Resources
Reading Area Community College 1992 — 1993
A.A.S., Human Resources Management
Universidad de Puerto Rico Aguadilla Campus 1992 — 1993
None (100 Credits), Finished Pre-Engineering & One year of Business Management
New Bedford High School 1986 — 1988
High School, Electronics Technician
Escuela Superior Jose de Diego Aguadilla, PR 1984 — 1986
High School Diploma, Honors & 98% on first version of "Pruebas Puertorriquenas"
Volusia County School District July 2015 - Present
Daytona State College March 1999 - Present
Daytona State College January 2014 - August 2015
R.E.S.T. Ramos Educational Services & Translations, Inc. April 2011 - December 2013
Unitec Institute of Technology July 2011 - August 2011
City College Casselberry Florida June 2009 - September 2009
Orlando Academy June 2008 - July 2008
Inter American University of Puerto Rico October 2007 - March 2008
Angley College DeLand, FL February 2006 - October 2006
Edward_Jones June 2005 - December 2005
Skills
Bilingual-Spanish, People Management, Public Relations, Higher Education..., Higher Education..., Community Relations, Community Leadership, Leadership Development, Community Management, College Relations, Teaching Adults, Adult Education, Political Campaigns, Educational Consulting, Volunteer Coordination, Tutoring, Youth Leadership, Event Management, Coordinating Events, Youth Empowerment, Youth Mentoring, Juvenile Law, Diversity Recruitment, Diversity Strategy, Diversity Training, Cultural Diversity, College Recruiting, Financial Aid, Hispanic Marketing, Marketing Research, Latin American Studies, HUMAN RESOURCES, International Business, Government Liaison, Fundraising, Higher Education, Human Resources, Management, Marketing, Volunteer Management, Student Affairs, Community Outreach, Community Development, Student Financial Aid, Public Speaking, Curriculum Design, Spanish, Training, Recruiting, Employee Training
Education
Liberty University 2014 — 2015
Doctor of Education (EdD), Higher Education/Higher Education Administration
Colegio Biblico Fuente de Verdad (Bible Seminar) 2012 — 2013
Bachelor of Arts (B.A.), Theology/Theological Studies, A & B
Department of Labor of the Commonwealth of Puerto Rico Entrepreneurship Small Business Center 2012 — 2013
Certificate on Small Business: Creating a Business Plan & Sales using class book from the UPR, Small Business Administration/Management
Universidad Metropolitana, Universidad del Turabo 2011 — 2013
MA Ed., Adult Education, AAA 4.0 GPA Thanks to GOD!!! I am nerd again!!!!
vThe Pacific Institute 2004 — 2005
Certificates: Investment in Excellence in Education, Two Certificates of Training at Angley College
Kutztown University of Pennsylvania 1993 — 1995
BSBA, Business Management/International Business Management/Human Resources
Reading Area Community College 1992 — 1993
A.A.S., Human Resources Management
Universidad de Puerto Rico Aguadilla Campus 1992 — 1993
None (100 Credits), Finished Pre-Engineering & One year of Business Management
New Bedford High School 1986 — 1988
High School, Electronics Technician
Escuela Superior Jose de Diego Aguadilla, PR 1984 — 1986
High School Diploma, Honors & 98% on first version of "Pruebas Puertorriquenas"
Trent Hershman, AAMS® Trent Hershman, AAMS®'s Edward Jones Experience August 1990 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1990 - Present
Hershman's Inc. 1975 - 1990
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, IRAs, Wealth, Financial Planning, Team Leadership
Education
Kent State University 1974 — 1976
Studied toward Master of Fine Arts (MFA), Fine/Studio Arts, General
The Ohio State University 1968 — 1973
Bachelor of Fine Arts (BFA), BS Education, Fine/Studio Arts, General, Education
Wadsworth High School 1964 — 1968
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Edward Jones August 1990 - Present
Hershman's Inc. 1975 - 1990
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, IRAs, Wealth, Financial Planning, Team Leadership
Education
Kent State University 1974 — 1976
Studied toward Master of Fine Arts (MFA), Fine/Studio Arts, General
The Ohio State University 1968 — 1973
Bachelor of Fine Arts (BFA), BS Education, Fine/Studio Arts, General, Education
Wadsworth High School 1964 — 1968
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Mesun Choi Mesun Choi's Edward Jones Experience April 2014 - Present
Job Communication Coordinator at Craft Lake City
Industry Fine Art
Experience
Craft Lake City June 2015 - Present
Edward Jones April 2014 - Present
Kimball Art Center September 2012 - February 2014
Kimball Art Center January 2012 - February 2014
Kimball Art Center September 2011 - January 2012
Sundance Film Festival January 2011 - January 2011
Anthropologie November 2010 - January 2011
AIDS Project Los Angeles March 2008 - March 2008
Skills
Photoshop, Illustrator, Editing, Community Outreach, Social Media, Film, Museum Education, Creative Direction, Organization, Drawing, Painting, Illustration, Writing, Nonprofits, Budgets, Volunteer Management, Arts, Curating, Art History, Fundraising
Education
University of Utah 2007 — 2011
Bachelor of Arts (BA), English/Art
University of Utah 2007 — 2011
Bachelor of Fine Arts (BFA), Studio Art-Painting/Drawing
Korea University 2010 — 2010
Summer Study Abroad
Craft Lake City June 2015 - Present
Edward Jones April 2014 - Present
Kimball Art Center September 2012 - February 2014
Kimball Art Center January 2012 - February 2014
Kimball Art Center September 2011 - January 2012
Sundance Film Festival January 2011 - January 2011
Anthropologie November 2010 - January 2011
AIDS Project Los Angeles March 2008 - March 2008
Skills
Photoshop, Illustrator, Editing, Community Outreach, Social Media, Film, Museum Education, Creative Direction, Organization, Drawing, Painting, Illustration, Writing, Nonprofits, Budgets, Volunteer Management, Arts, Curating, Art History, Fundraising
Education
University of Utah 2007 — 2011
Bachelor of Arts (BA), English/Art
University of Utah 2007 — 2011
Bachelor of Fine Arts (BFA), Studio Art-Painting/Drawing
Korea University 2010 — 2010
Summer Study Abroad
Adam Bornstein Adam Bornstein's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Education
Northwood University-Florida 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Lake-Sumter Community College
Lake-Sumter Community College
Edward Jones February 2010 - Present
Education
Northwood University-Florida 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Lake-Sumter Community College
Lake-Sumter Community College
Chen Lang Chen Lang's Edward Jones Experience November 2012 - March 2013
Job Masters Student at Washington University in St.Louis
Industry Logistics and Supply Chain
Experience
JD.COM June 2014 - Present
Edward Jones November 2012 - March 2013
China United Cement Corp. August 2011 - March 2012
Recende CSR Organization May 2011 - August 2011
Lake Forest College August 2008 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Supply Chain Management, Mathematical Modeling, Project Management, Mathematical Analysis, Data Analysis, Inventory Management, Economics, Arena Simulation..., AMPL, MS Project, Crystal Ball, Stata, Mathematica, ERP, Statistics, Negotiation, Public Speaking, Research, Mandarin, Chinese, English, Financial Modeling, Financial Analysis, Accounting, Quantitative Analytics, Business Strategy, Business Analysis, Contact Management, Analysis
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (M.S.), Logistics, Materials, and Supply Chain Management
Lake Forest College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Mathematics, International Relations
JD.COM June 2014 - Present
Edward Jones November 2012 - March 2013
China United Cement Corp. August 2011 - March 2012
Recende CSR Organization May 2011 - August 2011
Lake Forest College August 2008 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Supply Chain Management, Mathematical Modeling, Project Management, Mathematical Analysis, Data Analysis, Inventory Management, Economics, Arena Simulation..., AMPL, MS Project, Crystal Ball, Stata, Mathematica, ERP, Statistics, Negotiation, Public Speaking, Research, Mandarin, Chinese, English, Financial Modeling, Financial Analysis, Accounting, Quantitative Analytics, Business Strategy, Business Analysis, Contact Management, Analysis
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (M.S.), Logistics, Materials, and Supply Chain Management
Lake Forest College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Mathematics, International Relations
Jason Rush Jason Rush's Edward Jones Experience July 2014 - Present
Job Financial Advisor In Training
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Verizon Wireless May 2008 - July 2014
RadioShack June 1995 - May 2008
Skills
Quotas, Direct Sales, Cold Calling, Solution Selling, Sales Operations, Account Management, Sales Process, Sales Management, Wireless, Customer Retention, Sales, Telecommunications, Customer Satisfaction, B2B, M2M, Recruiting, Market Research, Income Statement, Coaching, Retail, Customer Experience, Training, Management, Leadership, Team Leadership
Education
King College 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Virginia Intermont College 2008 — 2010
Bachelor of Arts (B.A.), Early Childhood Education and Teaching w/o Licensure
Edward Jones July 2014 - Present
Verizon Wireless May 2008 - July 2014
RadioShack June 1995 - May 2008
Skills
Quotas, Direct Sales, Cold Calling, Solution Selling, Sales Operations, Account Management, Sales Process, Sales Management, Wireless, Customer Retention, Sales, Telecommunications, Customer Satisfaction, B2B, M2M, Recruiting, Market Research, Income Statement, Coaching, Retail, Customer Experience, Training, Management, Leadership, Team Leadership
Education
King College 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Virginia Intermont College 2008 — 2010
Bachelor of Arts (B.A.), Early Childhood Education and Teaching w/o Licensure
Andrew Bruza Andrew Bruza's Edward Jones Experience January 2006 - April 2006
Job Certified Project Management Professional
Industry Defense & Space
Experience
SAIC August 2010 - Present
aBruza Consulting, LLC July 2010 - Present
Opersoft LLC January 2012 - January 2014
United States Marine Corps January 2009 - December 2011
ALTA IT Services April 2010 - July 2010
Sarepta Therapeutics (formerly AVI BioPharma) April 2009 - April 2010
AliPro October 2006 - April 2010
United States Marine Corps Reserve July 1999 - January 2009
Graham Packaging May 2006 - October 2006
Edward Jones January 2006 - April 2006
Skills
MS Project, PMP, Primavera, Security Clearance, Microsoft Office, Access, Planning, Strategic Planning, Problem Solving, Analysis, Visio, Process Improvement, Windows, Scheduling, ITIL, PowerPoint, Defense, Excel, Word, Telecommunications, Management Consulting, Process Consulting, Strategic Consulting, Primavera P6, Schedule Control, Integrated Master..., Master Schedule, Scheduling Tools, Project Management, Program Management, DoD, Military, Integration, Operations Management, Microsoft Excel, Microsoft Word, Process Scheduler, Project Planning, Government, Security, Procurement, Databases, Business Process, Proposal Writing, Requirements Analysis, Budgets, Strategy, Management, PMO, Microsoft Project
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Oregon State University 2009 — 2009
judo
Southern Illinois University, Edwardsville
MBA, Business Administration, CMIS
Southern Illinois University, Carbondale 2003 — 2005
B.S., Electronic Systems Technologies, Computer Science
Lewis and Clark Community College 2000 — 2002
A.A.S., Computer Hardware/Software Technology, 4.0
SAIC August 2010 - Present
aBruza Consulting, LLC July 2010 - Present
Opersoft LLC January 2012 - January 2014
United States Marine Corps January 2009 - December 2011
ALTA IT Services April 2010 - July 2010
Sarepta Therapeutics (formerly AVI BioPharma) April 2009 - April 2010
AliPro October 2006 - April 2010
United States Marine Corps Reserve July 1999 - January 2009
Graham Packaging May 2006 - October 2006
Edward Jones January 2006 - April 2006
Skills
MS Project, PMP, Primavera, Security Clearance, Microsoft Office, Access, Planning, Strategic Planning, Problem Solving, Analysis, Visio, Process Improvement, Windows, Scheduling, ITIL, PowerPoint, Defense, Excel, Word, Telecommunications, Management Consulting, Process Consulting, Strategic Consulting, Primavera P6, Schedule Control, Integrated Master..., Master Schedule, Scheduling Tools, Project Management, Program Management, DoD, Military, Integration, Operations Management, Microsoft Excel, Microsoft Word, Process Scheduler, Project Planning, Government, Security, Procurement, Databases, Business Process, Proposal Writing, Requirements Analysis, Budgets, Strategy, Management, PMO, Microsoft Project
Education
University of South Florida 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Oregon State University 2009 — 2009
judo
Southern Illinois University, Edwardsville
MBA, Business Administration, CMIS
Southern Illinois University, Carbondale 2003 — 2005
B.S., Electronic Systems Technologies, Computer Science
Lewis and Clark Community College 2000 — 2002
A.A.S., Computer Hardware/Software Technology, 4.0
Jacob Lowry Jacob Lowry's Edward Jones Experience May 2012 - November 2012
Job *Group/Individual Insurance Broker,*Financial Advisor,*401K/IRA Rollovers,*Wealth & Risk Management
Industry Financial Services
Experience
Clark-Wiegand Financial Services January 2013 - Present
Edward Jones May 2012 - November 2012
Skills
Licensed Life & Health..., Employee Benefits, Affordable Care Act, Financial Services, Group Insurance, Portfolio Management, Healthcare Consulting, Financial Analysis, Customer Service, Dental Insurance, Vision Insurance, Disability Insurance, Coaching Staff, Time Management, Leadership, Life Insurance
Education
Missouri Baptist University 2010 — 2012
Bachelor of Science, Business Management
Lewis and Clark Community College 2008 — 2010
Associates in Science, General Studies
Clark-Wiegand Financial Services January 2013 - Present
Edward Jones May 2012 - November 2012
Skills
Licensed Life & Health..., Employee Benefits, Affordable Care Act, Financial Services, Group Insurance, Portfolio Management, Healthcare Consulting, Financial Analysis, Customer Service, Dental Insurance, Vision Insurance, Disability Insurance, Coaching Staff, Time Management, Leadership, Life Insurance
Education
Missouri Baptist University 2010 — 2012
Bachelor of Science, Business Management
Lewis and Clark Community College 2008 — 2010
Associates in Science, General Studies
Charles Call Charles Call's Edward Jones Experience January 2000 - May 2004
Job Sales Manager at Transamerica Agency Network, Inc.
Industry Financial Services
Experience
Transamerica Agency Network, Inc. September 2012 - Present
Allstate Financial November 2004 - September 2012
Edward Jones January 2000 - May 2004
Wilmington High School July 1998 - January 2000
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Retirement, Insurance, IRAs, Mutual Funds, Term Life Insurance, Long-term Care, Series 7, Strategic Financial..., Investments, 401k, Wealth Management, Property, Estate Planning, Employee Benefits, Variable Annuities, 401k Rollovers, Whole Life, Universal Life, Investment Strategies, Long Term Care Insurance
Education
King College 2009 — 2011
Master of Business Administration (M.B.A.), Management
Western Illinois University 1994 — 1997
Bachelor's degree, Education
Transamerica Agency Network, Inc. September 2012 - Present
Allstate Financial November 2004 - September 2012
Edward Jones January 2000 - May 2004
Wilmington High School July 1998 - January 2000
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Retirement, Insurance, IRAs, Mutual Funds, Term Life Insurance, Long-term Care, Series 7, Strategic Financial..., Investments, 401k, Wealth Management, Property, Estate Planning, Employee Benefits, Variable Annuities, 401k Rollovers, Whole Life, Universal Life, Investment Strategies, Long Term Care Insurance
Education
King College 2009 — 2011
Master of Business Administration (M.B.A.), Management
Western Illinois University 1994 — 1997
Bachelor's degree, Education
Sally Masoner Sally Masoner's Edward Jones Experience April 1980 - Present
Job Sr Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 1980 - Present
Skills
Public Speaking, Team Building
Education
Kishwaukee College
Edward Jones April 1980 - Present
Skills
Public Speaking, Team Building
Education
Kishwaukee College
Trina Isaacs's Edward Jones Experience April 2012 - Present
Job Office Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
City of Hailey January 2008 - March 2012
Idaho Department of Labor January 2003 - January 2008
Skills
Customer Service, Human Resources, Microsoft Excel, Outlook, Recruiting
Education
Lane Community College
Edward Jones April 2012 - Present
City of Hailey January 2008 - March 2012
Idaho Department of Labor January 2003 - January 2008
Skills
Customer Service, Human Resources, Microsoft Excel, Outlook, Recruiting
Education
Lane Community College
Michael Buren Michael Buren's Edward Jones Experience July 2013 - November 2014
Job JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Edward Jones July 2013 - November 2014
Citizens Bank - Michigan, Ohio and Wisconsin April 2012 - July 2013
Family Video April 2010 - April 2012
Signplicity Sign Systems, Inc. March 2009 - May 2010
Kellogg Wholesale - Traverse City, MI July 2006 - November 2008
Lakeview Windows, Grand Rapids inc. November 2002 - January 2006
Lakeview Windows, Inc. June 1999 - February 2002
Skills
Customer Service, Account Management, Sales Management, Marketing, Leadership, Sales, Insurance, Financial Analysis, Banking, Finance, Strategic Planning, Small Business, Investments, Management
Education
Lansing Community College 1999 — 2000
Waverly High School 1995 — 1999
JPMorgan Chase & Co. November 2014 - Present
Edward Jones July 2013 - November 2014
Citizens Bank - Michigan, Ohio and Wisconsin April 2012 - July 2013
Family Video April 2010 - April 2012
Signplicity Sign Systems, Inc. March 2009 - May 2010
Kellogg Wholesale - Traverse City, MI July 2006 - November 2008
Lakeview Windows, Grand Rapids inc. November 2002 - January 2006
Lakeview Windows, Inc. June 1999 - February 2002
Skills
Customer Service, Account Management, Sales Management, Marketing, Leadership, Sales, Insurance, Financial Analysis, Banking, Finance, Strategic Planning, Small Business, Investments, Management
Education
Lansing Community College 1999 — 2000
Waverly High School 1995 — 1999
Chanda Wade, CIR Chanda Wade, CIR's Edward Jones Experience December 2014 - July 2015
Job Connecting passion with profession, is what I love to do!
Industry Consumer Goods
Experience
Nestlé Purina North America July 2015 - Present
Edward Jones December 2014 - July 2015
BJC HealthCare August 2011 - November 2014
UrbanFUTURE November 2010 - April 2011
Skills
Talent Acquisition, Onboarding, Interviews, Applicant Tracking..., Leadership, Recruiting, College Recruiting, Human Resources, Hiring, PeopleSoft, Customer Service, Candidate Generation, Strategic Sourcing, Passive Candidate..., Talent Advising, Passive Candidate..., New Hire Orientations, Talent Management, Employee Benefits, Training, Sourcing, Performance Management, Management, Employee Relations, Team Building, Succession Planning, Benefits Negotiation, Internet Recruiting, Temporary Placement, HR Policies, Leadership Development, Coaching, Strategic Planning, Benefits Administration, Process Improvement, Deferred Compensation, HRIS, Time Management, Strategy, Organizational..., FMLA, Social Media
Education
Webster University 2010 — 2011
M.A., Human Resources Management
Knox College 2008 — 2010
B.A., Black Studies & Human Resources Mngmt
Nestlé Purina North America July 2015 - Present
Edward Jones December 2014 - July 2015
BJC HealthCare August 2011 - November 2014
UrbanFUTURE November 2010 - April 2011
Skills
Talent Acquisition, Onboarding, Interviews, Applicant Tracking..., Leadership, Recruiting, College Recruiting, Human Resources, Hiring, PeopleSoft, Customer Service, Candidate Generation, Strategic Sourcing, Passive Candidate..., Talent Advising, Passive Candidate..., New Hire Orientations, Talent Management, Employee Benefits, Training, Sourcing, Performance Management, Management, Employee Relations, Team Building, Succession Planning, Benefits Negotiation, Internet Recruiting, Temporary Placement, HR Policies, Leadership Development, Coaching, Strategic Planning, Benefits Administration, Process Improvement, Deferred Compensation, HRIS, Time Management, Strategy, Organizational..., FMLA, Social Media
Education
Webster University 2010 — 2011
M.A., Human Resources Management
Knox College 2008 — 2010
B.A., Black Studies & Human Resources Mngmt
Kevin Birch, CFP Kevin Birch, CFP's Edward Jones Experience 2008 - Present
Job Principal, Eastern Canada Leader, Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
Edward Jones April 1997 - October 2008
Edward Jones 2007 - 2008
Prudential Financial May 1995 - October 1996
Skills
Leadership, Leadership Development, Coaching, Team Building, Organizational..., Public Speaking, Change Management, Management Consulting, Team Leadership, Business Coaching, Building Relationships, Sales Leadership..., Training Facilitation, Leading Change, Leading Organizational...
Education
Lake Superior State University 1991 — 1995
Bachelor of Science, Business Administration
Lake Superior State University 1991 — 1995
Associate Degree, Liberal Arts
Stratford Central 1985 — 1990
Edward Jones 2008 - Present
Edward Jones April 1997 - October 2008
Edward Jones 2007 - 2008
Prudential Financial May 1995 - October 1996
Skills
Leadership, Leadership Development, Coaching, Team Building, Organizational..., Public Speaking, Change Management, Management Consulting, Team Leadership, Business Coaching, Building Relationships, Sales Leadership..., Training Facilitation, Leading Change, Leading Organizational...
Education
Lake Superior State University 1991 — 1995
Bachelor of Science, Business Administration
Lake Superior State University 1991 — 1995
Associate Degree, Liberal Arts
Stratford Central 1985 — 1990
Bradford Reynolds Bradford Reynolds's Edward Jones Experience June 2007 - December 2007
Job Director of Corporate Development at Smashburger
Industry Restaurants
Experience
Smashburger June 2015 - Present
Headwaters MB February 2012 - June 2015
Smart Destinations Inc. September 2010 - September 2011
State Street Bank and Trust Co. January 2008 - September 2010
Edward Jones June 2007 - December 2007
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Market Research, Due Diligence, Strategic Planning, Marketing, Google Analytics, Valuation, Sales, Portfolio Management, Securities, Financial Services, Crowdfunding, Leadership, International Business..., Finance
Education
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Duxbury High School 1999 — 2003
Smashburger June 2015 - Present
Headwaters MB February 2012 - June 2015
Smart Destinations Inc. September 2010 - September 2011
State Street Bank and Trust Co. January 2008 - September 2010
Edward Jones June 2007 - December 2007
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Market Research, Due Diligence, Strategic Planning, Marketing, Google Analytics, Valuation, Sales, Portfolio Management, Securities, Financial Services, Crowdfunding, Leadership, International Business..., Finance
Education
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Duxbury High School 1999 — 2003
Shana Burt Shana Burt's Edward Jones Experience December 1999 - April 2005
Job Agency Owner at Burt & Associates, LLC
Industry Insurance
Experience
Burt & Associates, LLC April 2005 - Present
Edward Jones December 1999 - April 2005
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Life Insurance, Community Service, Investments
Education
Lamar University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Burt & Associates, LLC April 2005 - Present
Edward Jones December 1999 - April 2005
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Life Insurance, Community Service, Investments
Education
Lamar University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Je'Loni Hall - MAHR/MAHRDV's Edward Jones Experience June 2007 - April 2008
Job Education Management and Human Resources Professional
Industry Education Management
Experience
Vatterott College July 2015 - September 2015
Vatterott College March 2012 - July 2015
Vatterott College December 2010 - March 2012
Vatterott College December 2009 - December 2010
Snelling Search June 2008 - September 2009
Edward Jones June 2007 - April 2008
Edward Jones August 2006 - May 2007
Sanford Brown College October 2005 - August 2006
Skills
Community Outreach, Staff Development, Coaching, CampusVue, Enrollment Management, Career Counseling, Curriculum Development, Interviews, Admissions, Student Affairs, Resume Writing, Career Development, Higher Education, Adult Education, Student Financial Aid, Job Search Strategies, Teaching, Leadership Development, Organizational..., Full-life Cycle..., Human Resources, Strategic Sourcing, HR Consulting, Strategic Planning, Skills Analysis, Career Management, Research, Distance Learning, Instructional Design, Educational Leadership, Healthcare Management, Healthcare Industry, Mock Interviews, New Hire Orientations, Leadership
Education
Webster University 2003 — 2005
Master of Arts (M.A.), Human Resources Development
Webster University 2000 — 2003
Master of Arts (M.A.), Human Resources Management and Services
Langston University 1994 — 1998
Bachelor of Arts (B.A.), Health/Health Care Administration/Management, 3.3
Cardinal Ritter College Prep 1990 — 1994
Highschool Diploma, General Education
Vatterott College July 2015 - September 2015
Vatterott College March 2012 - July 2015
Vatterott College December 2010 - March 2012
Vatterott College December 2009 - December 2010
Snelling Search June 2008 - September 2009
Edward Jones June 2007 - April 2008
Edward Jones August 2006 - May 2007
Sanford Brown College October 2005 - August 2006
Skills
Community Outreach, Staff Development, Coaching, CampusVue, Enrollment Management, Career Counseling, Curriculum Development, Interviews, Admissions, Student Affairs, Resume Writing, Career Development, Higher Education, Adult Education, Student Financial Aid, Job Search Strategies, Teaching, Leadership Development, Organizational..., Full-life Cycle..., Human Resources, Strategic Sourcing, HR Consulting, Strategic Planning, Skills Analysis, Career Management, Research, Distance Learning, Instructional Design, Educational Leadership, Healthcare Management, Healthcare Industry, Mock Interviews, New Hire Orientations, Leadership
Education
Webster University 2003 — 2005
Master of Arts (M.A.), Human Resources Development
Webster University 2000 — 2003
Master of Arts (M.A.), Human Resources Management and Services
Langston University 1994 — 1998
Bachelor of Arts (B.A.), Health/Health Care Administration/Management, 3.3
Cardinal Ritter College Prep 1990 — 1994
Highschool Diploma, General Education
Andy Sheridan, CFP® Andy Sheridan, CFP®'s Edward Jones Experience June 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2004 - Present
Bell Atlantic 1995 - 2004
Education
University of Delaware 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
La Salle University
Master of Business Administration (M.B.A.)
Edward Jones June 2004 - Present
Bell Atlantic 1995 - 2004
Education
University of Delaware 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
La Salle University
Master of Business Administration (M.B.A.)
Phil Tallman Phil Tallman's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry
Experience
Edward Jones July 2014 - Present
Knox College September 2010 - June 2014
Chipotle Mexican Grill June 2013 - August 2013
Susan Sweeney Campaign 55th District for State Representatives June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Knox College 2010 — 2014
Bachelor of Arts (BA), Sociology and Anthropology
Edward Jones July 2014 - Present
Knox College September 2010 - June 2014
Chipotle Mexican Grill June 2013 - August 2013
Susan Sweeney Campaign 55th District for State Representatives June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Knox College 2010 — 2014
Bachelor of Arts (BA), Sociology and Anthropology
Aaron Stresemann's Edward Jones Experience November 2013 - September 2014
Job Continuous improvement manager at Viracon
Industry Automotive
Experience
Viracon 2015 - Present
American Greetings October 2014 - March 2015
Edward Jones November 2013 - September 2014
Apex Tool Group, LLC November 2012 - November 2013
Snap On Tools July 2010 - October 2012
Snap-on Tools April 2003 - July 2010
Snap-on Tools January 2002 - April 2003
Skills
Lean Manufacturing, Manufacturing, Continuous Improvement, Six Sigma, Automotive, Manufacturing..., FMEA, Kaizen, Root Cause Analysis, 5S, Process Improvement, Value Stream Mapping, TPM, SMED, Cross-functional Team..., Leadership, Machine Tools, Team Building
Education
King College 2011 — 2016
Master of Business Administration, Finance
King University 2008 — 2011
Bachelors, Business Administration
Palmdale High School
Viracon 2015 - Present
American Greetings October 2014 - March 2015
Edward Jones November 2013 - September 2014
Apex Tool Group, LLC November 2012 - November 2013
Snap On Tools July 2010 - October 2012
Snap-on Tools April 2003 - July 2010
Snap-on Tools January 2002 - April 2003
Skills
Lean Manufacturing, Manufacturing, Continuous Improvement, Six Sigma, Automotive, Manufacturing..., FMEA, Kaizen, Root Cause Analysis, 5S, Process Improvement, Value Stream Mapping, TPM, SMED, Cross-functional Team..., Leadership, Machine Tools, Team Building
Education
King College 2011 — 2016
Master of Business Administration, Finance
King University 2008 — 2011
Bachelors, Business Administration
Palmdale High School
Jonathan Blakelock Jonathan Blakelock's Edward Jones Experience February 2007 - July 2013
Job CFP®, APMA®, MBA
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Blakelock Financial Group July 2013 - Present
Edward Jones February 2007 - July 2013
Citigroup Institutional Consulting 2006 - 2007
VALIC Financial Advisors 2001 - 2006
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
MBA, Finance
Lamar University 1994 — 1998
BBA, Finance
Lamar University 1994 — 1998
BBA, Accounting
College for Financial Planning
Certified Financial Planner
Ameriprise Financial Services, Inc. July 2013 - Present
Blakelock Financial Group July 2013 - Present
Edward Jones February 2007 - July 2013
Citigroup Institutional Consulting 2006 - 2007
VALIC Financial Advisors 2001 - 2006
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
MBA, Finance
Lamar University 1994 — 1998
BBA, Finance
Lamar University 1994 — 1998
BBA, Accounting
College for Financial Planning
Certified Financial Planner
Karen Holoweiko Karen Holoweiko's Edward Jones Experience April 2010 - January 2012
Job Realtor Century 21 Looking Glass
Industry Real Estate
Experience
Century 21 Looking Glass August 2012 - Present
SoulCollage (R) July 2012 - Present
Edward Jones April 2010 - January 2012
T.E.A.C.H. Early Childhood Michigan April 2006 - April 2010
Lansing Community College March 1994 - April 2006
Skills
Customer Service, Writing/Editing, Office Management, Policy Analysis, Master Scheduling, Account Reconciliation, Event Planning, Supervision, FileMaker, ISO, Microsoft Office, Public Speaking, First Time Home Buyers, Management, Editing, Referrals
Education
Lansing Community College
Associate Degree, General Studies
Century 21 Looking Glass August 2012 - Present
SoulCollage (R) July 2012 - Present
Edward Jones April 2010 - January 2012
T.E.A.C.H. Early Childhood Michigan April 2006 - April 2010
Lansing Community College March 1994 - April 2006
Skills
Customer Service, Writing/Editing, Office Management, Policy Analysis, Master Scheduling, Account Reconciliation, Event Planning, Supervision, FileMaker, ISO, Microsoft Office, Public Speaking, First Time Home Buyers, Management, Editing, Referrals
Education
Lansing Community College
Associate Degree, General Studies
Shawn Grazier's Edward Jones Experience April 2015 - Present
Job Support Specialist at Edward Jones
Industry Human Resources
Experience
Edward Jones April 2015 - Present
Unigroup April 2011 - September 2011
Ozburn Hessey Logistics August 2009 - November 2010
US Bank July 2007 - April 2009
Skills
Lotus Notes, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, SAP, Work in A Fast-paced..., Customer Satisfaction, Payroll, Leadership, Shipping, Inventory Management, Customer Service, Data Entry, Invoicing, Process Scheduler, Logistics, IBM iSeries, Access, Benefits Administration, Programmable Logic..., Human Machine Interface, Instrumentation and..., Installation,..., Power Distribution, Transformers, Standard analog and..., AC/DC circuits, Solid state and digital..., Strong analytical skills, Time Management
Education
Ranken Technical College 2011 — 2013
Associate degree, Control System Technology
Southern Illinois University, Edwardsville 2004 — 2008
BS, Speech Communication with a Minor: Business Administration
Lewis and Clark Community College 2002 — 2008
Associate degree, Liberal arts
Southern Illinois University 2002 — 2008
Bachelor, Science Speech Communication
Lewis and Clark Community College 2005 — 2007
Associate, liberal arts
Edward Jones April 2015 - Present
Unigroup April 2011 - September 2011
Ozburn Hessey Logistics August 2009 - November 2010
US Bank July 2007 - April 2009
Skills
Lotus Notes, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, SAP, Work in A Fast-paced..., Customer Satisfaction, Payroll, Leadership, Shipping, Inventory Management, Customer Service, Data Entry, Invoicing, Process Scheduler, Logistics, IBM iSeries, Access, Benefits Administration, Programmable Logic..., Human Machine Interface, Instrumentation and..., Installation,..., Power Distribution, Transformers, Standard analog and..., AC/DC circuits, Solid state and digital..., Strong analytical skills, Time Management
Education
Ranken Technical College 2011 — 2013
Associate degree, Control System Technology
Southern Illinois University, Edwardsville 2004 — 2008
BS, Speech Communication with a Minor: Business Administration
Lewis and Clark Community College 2002 — 2008
Associate degree, Liberal arts
Southern Illinois University 2002 — 2008
Bachelor, Science Speech Communication
Lewis and Clark Community College 2005 — 2007
Associate, liberal arts
Aaron C. Johnson's Edward Jones Experience September 2009 - November 2010
Job Judicial Law Clerk & Research Assistant
Industry Law Practice
Experience
Sisseton-Wahpeton Oyate Supreme Court, South Dakota September 2014 - Present
Nevada Inter-Tribal Court of Appeals May 2014 - Present
Lewis & Clark Law School December 2014 - Present
Low-Income Taxpayer Clinic January 2015 - August 2015
Lewis & Clark Law School October 2014 - June 2015
Lewis & Clark Law School June 2014 - January 2015
Lewis & Clark Legal Clinic September 2014 - December 2014
FFRF June 2014 - September 2014
Scottrade February 2011 - August 2013
Edward Jones September 2009 - November 2010
Skills
Legal Research, Legal Writing, Public Speaking, Finance, Leadership, Nonprofits, CRM, Civil Litigation, Writing, Community Outreach, Commercial Litigation, Intellectual Property, Analysis, Negotiation, Constitutional Law, Asset Allocation, Sales, Westlaw, Social Media
Education
University of Washington School of Law 2015 — 2016
Juris Doctor (Visiting Student)
Lewis & Clark Law School 2013 — 2015
Juris Doctor
University of Washington 2011 — 2012
Bachelor of Arts (B.A.) cum laude, Politics, Philosophy, and Economics (PP&E), 3.83
The George Washington University
Associate of Science (A.S.), Health Science - Laboratory Science
University of Kansas 2002 — 2004
Political Science
Sisseton-Wahpeton Oyate Supreme Court, South Dakota September 2014 - Present
Nevada Inter-Tribal Court of Appeals May 2014 - Present
Lewis & Clark Law School December 2014 - Present
Low-Income Taxpayer Clinic January 2015 - August 2015
Lewis & Clark Law School October 2014 - June 2015
Lewis & Clark Law School June 2014 - January 2015
Lewis & Clark Legal Clinic September 2014 - December 2014
FFRF June 2014 - September 2014
Scottrade February 2011 - August 2013
Edward Jones September 2009 - November 2010
Skills
Legal Research, Legal Writing, Public Speaking, Finance, Leadership, Nonprofits, CRM, Civil Litigation, Writing, Community Outreach, Commercial Litigation, Intellectual Property, Analysis, Negotiation, Constitutional Law, Asset Allocation, Sales, Westlaw, Social Media
Education
University of Washington School of Law 2015 — 2016
Juris Doctor (Visiting Student)
Lewis & Clark Law School 2013 — 2015
Juris Doctor
University of Washington 2011 — 2012
Bachelor of Arts (B.A.) cum laude, Politics, Philosophy, and Economics (PP&E), 3.83
The George Washington University
Associate of Science (A.S.), Health Science - Laboratory Science
University of Kansas 2002 — 2004
Political Science
Roderick Jefferson's Edward Jones Experience April 2006 - August 2008
Job Financial coach
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Merrill Lynch October 2011 - Present
Global wealth Management May 2009 - November 2009
Edward Jones April 2006 - August 2008
Merrill Lynch June 2004 - February 2006
Merrill Lynch June 2003 - February 2004
Skills
Investments, Mutual Funds, Banking, CRM, Sales, Customer Service, Finance, Leadership, Life Insurance, Management, Public Speaking, Retirement, Strategic Planning, Team Building, Financial Analysis
Education
Lambuth University 2000 — 2003
Bachelor of Science, Mangement
Merrill Lynch October 2011 - Present
Merrill Lynch October 2011 - Present
Global wealth Management May 2009 - November 2009
Edward Jones April 2006 - August 2008
Merrill Lynch June 2004 - February 2006
Merrill Lynch June 2003 - February 2004
Skills
Investments, Mutual Funds, Banking, CRM, Sales, Customer Service, Finance, Leadership, Life Insurance, Management, Public Speaking, Retirement, Strategic Planning, Team Building, Financial Analysis
Education
Lambuth University 2000 — 2003
Bachelor of Science, Mangement
Gene J. Simonetti, MBA Gene J. Simonetti, MBA's Edward Jones Experience 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2015 - Present
Bovanetti LLC October 2014 - April 2015
Merrill Lynch July 2013 - September 2014
The LightStream Group August 2011 - April 2013
GS Visual Communications LLC May 2008 - August 2011
Dudnyk Healthcare Group January 2007 - May 2008
NDW Corporate Communications 2002 - 2006
Thomas Advertising 1997 - 2001
A.C. Coin and Slot Service Company 1995 - 1997
Skills
Strategic Thinking, Project Management, Team Leadership, Corporate Communications, Concept Development, Advertising, Graphic Design, Creative Direction, Creative Strategy, Strategy, Marketing Strategy, Digital Strategy, Team Building, Management, Strategic Planning, Art Direction, Account Management, Direct Mail, Integrated Marketing, Social Media, Social Media Marketing, Marketing Communications, Program Management, Budgets, Leadership, Digital Marketing, Product Development, Business Strategy, Brand Development, Direct Marketing, Sales, Corporate Branding, Branding & Identity, Corporate Identity, Copywriting, Online Marketing, Marketing Management, Interactive Advertising, Brand Architecture, New Business Development, Brand Management, Online Advertising, Product Marketing, Digital Media, Market Planning, Interactive Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA Program, 3.51
Kutztown University of Pennsylvania 1990 — 1994
B.F.A, Advertising Design
Edward Jones 2015 - Present
Bovanetti LLC October 2014 - April 2015
Merrill Lynch July 2013 - September 2014
The LightStream Group August 2011 - April 2013
GS Visual Communications LLC May 2008 - August 2011
Dudnyk Healthcare Group January 2007 - May 2008
NDW Corporate Communications 2002 - 2006
Thomas Advertising 1997 - 2001
A.C. Coin and Slot Service Company 1995 - 1997
Skills
Strategic Thinking, Project Management, Team Leadership, Corporate Communications, Concept Development, Advertising, Graphic Design, Creative Direction, Creative Strategy, Strategy, Marketing Strategy, Digital Strategy, Team Building, Management, Strategic Planning, Art Direction, Account Management, Direct Mail, Integrated Marketing, Social Media, Social Media Marketing, Marketing Communications, Program Management, Budgets, Leadership, Digital Marketing, Product Development, Business Strategy, Brand Development, Direct Marketing, Sales, Corporate Branding, Branding & Identity, Corporate Identity, Copywriting, Online Marketing, Marketing Management, Interactive Advertising, Brand Architecture, New Business Development, Brand Management, Online Advertising, Product Marketing, Digital Media, Market Planning, Interactive Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA Program, 3.51
Kutztown University of Pennsylvania 1990 — 1994
B.F.A, Advertising Design
Jeremy Pyszczynski's Edward Jones Experience June 2013 - July 2013
Job Owner at Wyoming County Rustics & Woodworking
Industry Accounting
Experience
Wyoming County Rustics & Woodworking Construction WorkerTSP ContractingJune 2007 - August 2013
Edward Jones June 2013 - July 2013
Keuka College November 2011 - February 2012
Morgan Stanley December 2010 - January 2011
Skills
Financial Accounting, Managerial Accounting, Income Tax, Custom Furniture, PowerPoint, Accounting, Public Speaking
Education
Keuka College 2010 — 2014
Wyoming County Rustics & Woodworking Construction WorkerTSP ContractingJune 2007 - August 2013
Edward Jones June 2013 - July 2013
Keuka College November 2011 - February 2012
Morgan Stanley December 2010 - January 2011
Skills
Financial Accounting, Managerial Accounting, Income Tax, Custom Furniture, PowerPoint, Accounting, Public Speaking
Education
Keuka College 2010 — 2014
Jan Frost Jan Frost's Edward Jones Experience August 1994 - April 1998
Job Court Assistant at District Attorney's Office
Industry Legal Services
Experience
District Attorney's Office August 2005 - Present
Edward Jones August 1994 - April 1998
Skills
Microsoft Word, Microsoft Office, Customer Service, Administrative..., Office Administration, Access, Fundraising, Social Networking, English, Public Relations, Windows, Social Media, Recruiting, Training, Photoshop, Team Leadership
Education
Longview 1976 — 1979
Kilgore College
District Attorney's Office August 2005 - Present
Edward Jones August 1994 - April 1998
Skills
Microsoft Word, Microsoft Office, Customer Service, Administrative..., Office Administration, Access, Fundraising, Social Networking, English, Public Relations, Windows, Social Media, Recruiting, Training, Photoshop, Team Leadership
Education
Longview 1976 — 1979
Kilgore College
Ben Arnold Ben Arnold's Edward Jones Experience March 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Jefferson County Public Schools 2011 - Present
Novo Nordisk A/S August 2012 - March 2015
AstraZeneca 2007 - 2012
Warren East Middle School July 2006 - May 2007
Skills
Team Building, Strategic Planning, Sales Operations, Sales, Public Speaking, Pharmaceutical Sales, Pharmaceutical Industry, Leadership, Healthcare, Coaching
Education
Kentucky Wesleyan College
Middle School Education, Math and Social Studies
Edward Jones March 2015 - Present
Jefferson County Public Schools 2011 - Present
Novo Nordisk A/S August 2012 - March 2015
AstraZeneca 2007 - 2012
Warren East Middle School July 2006 - May 2007
Skills
Team Building, Strategic Planning, Sales Operations, Sales, Public Speaking, Pharmaceutical Sales, Pharmaceutical Industry, Leadership, Healthcare, Coaching
Education
Kentucky Wesleyan College
Middle School Education, Math and Social Studies
Hannah Folmar Hannah Folmar's Edward Jones Experience May 2005 - April 2009
Job Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Princeton Health and Fitness Center August 2011 - Present
Paychex April 2009 - February 2011
Edward Jones May 2005 - April 2009
Vector Marketing May 2000 - April 2005
Education
Lee University 1999 — 2003
BA, Communications - Public Relations
Princeton Health and Fitness Center August 2011 - Present
Paychex April 2009 - February 2011
Edward Jones May 2005 - April 2009
Vector Marketing May 2000 - April 2005
Education
Lee University 1999 — 2003
BA, Communications - Public Relations
Renee Schroyer Renee Schroyer's Edward Jones Experience November 2010 - Present
Job Business Office Administrator
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Lakeland Community College May 2010 - October 2010
Victoria Insurance/Nationwide Insurance January 2006 - November 2008
Progressive Insurance March 2004 - July 2005
Progressive Insurance March 2001 - September 2004
Progressive Insurance January 2001 - January 2004
Progressive Insurance January 1996 - January 2001
Skills
Outlook, PowerPoint, Excel, Administrative Support, Customer Service, Administrative..., Microsoft Excel
Education
Lakeland Community College 2009 — 2011
pursuant of a degree
Hondros Career Center 1993 — 1993
License
Edward Jones November 2010 - Present
Lakeland Community College May 2010 - October 2010
Victoria Insurance/Nationwide Insurance January 2006 - November 2008
Progressive Insurance March 2004 - July 2005
Progressive Insurance March 2001 - September 2004
Progressive Insurance January 2001 - January 2004
Progressive Insurance January 1996 - January 2001
Skills
Outlook, PowerPoint, Excel, Administrative Support, Customer Service, Administrative..., Microsoft Excel
Education
Lakeland Community College 2009 — 2011
pursuant of a degree
Hondros Career Center 1993 — 1993
License
Craig Landron's Edward Jones Experience February 2002 - January 2005
Job President, Allegro Wealth Management Inc.
Industry Financial Services
Experience
Allegro Wealth Management September 2009 - Present
Edward Jones February 2002 - January 2005
Northshore School District September 1993 - September 2001
Skills
Financial Advisory, Portfolio Management, Wealth Management, Investment Advisory, Investments, Nonprofits, Marketing, Fundraising, Public Speaking, Series 7, Insurance, Management, Team Building, Strategic Planning, Retirement Planning, Fixed Annuities, Asset Allocation, Retirement, Asset Management, Estate Planning, Finance, Financial Analysis, Investment Strategies, Life Insurance, Long-term Care, Mutual Funds, Securities, Series 24, Series 63, Small Business, Strategic Financial...
Education
Lesley University 1996 — 1998
Masters, Curriculum and Instruction
University of Idaho 1988 — 1993
BA Mus Ed, Education
Allegro Wealth Management September 2009 - Present
Edward Jones February 2002 - January 2005
Northshore School District September 1993 - September 2001
Skills
Financial Advisory, Portfolio Management, Wealth Management, Investment Advisory, Investments, Nonprofits, Marketing, Fundraising, Public Speaking, Series 7, Insurance, Management, Team Building, Strategic Planning, Retirement Planning, Fixed Annuities, Asset Allocation, Retirement, Asset Management, Estate Planning, Finance, Financial Analysis, Investment Strategies, Life Insurance, Long-term Care, Mutual Funds, Securities, Series 24, Series 63, Small Business, Strategic Financial...
Education
Lesley University 1996 — 1998
Masters, Curriculum and Instruction
University of Idaho 1988 — 1993
BA Mus Ed, Education
Kerri (Kerri Hall) Wentzky Kerri (Kerri Hall) Wentzky's Edward Jones Experience April 2004 - April 2005
Job Mortgage Loan Officer at The Peoples Bank
Industry Banking
Experience
Peoples Mortgage Services March 2012 - Present
SunTrust Bank August 2008 - March 2012
Wachovia Bank of GA April 2005 - August 2008
Edward Jones April 2004 - April 2005
CapitalBank December 2000 - April 2004
Skills
Commercial Lending, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Banking, Residential Mortgages, FHA, Small Business Lending, Refinance, Credit Analysis, VA loans, Finance, Consumer Lending, VA Loans, First Time Home Buyers, Investment Properties
Education
Lander University 2000 — 2003
Bachelor of Science (BS), Business Adminsitration / Finance and Economics
Peoples Mortgage Services March 2012 - Present
SunTrust Bank August 2008 - March 2012
Wachovia Bank of GA April 2005 - August 2008
Edward Jones April 2004 - April 2005
CapitalBank December 2000 - April 2004
Skills
Commercial Lending, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Banking, Residential Mortgages, FHA, Small Business Lending, Refinance, Credit Analysis, VA loans, Finance, Consumer Lending, VA Loans, First Time Home Buyers, Investment Properties
Education
Lander University 2000 — 2003
Bachelor of Science (BS), Business Adminsitration / Finance and Economics
Ryan Guynn Ryan Guynn's Edward Jones Experience November 1998 - July 2001
Job In progress
Industry Pharmaceuticals
Experience
Dermik / Valeant Pharmaceuticals April 2011 - January 2012
sanofi-aventis June 2007 - April 2011
sanofi-aventis November 2001 - June 2007
Edward Jones November 1998 - July 2001
Claris December 1997 - November 1998
Skills
Direct Sales, Pharmaceutical Sales, Consultative Selling, Account Management, Medical Devices, Territory Planning, Territory Analysis, Driving Revenue, Social Media, Online Marketing, Hospital Sales, Sales Operations, Cardiology, Dermatology, Buy & Bill, Selling, Online Advertising, Endocrinology, Urology, Diabetes, Product Launch, Biotechnology, Salesforce.com, Sales Management, Cross-functional Team..., Neurology, Leadership, Analysis, Sales, Pharmaceutical Industry, Competitive Analysis, Key Account Management, New Business Development, Healthcare, Oncology, Hospitals, Business Development, Cold Calling, Managed Care, Sales Effectiveness, Business Planning, Selling Skills, Gastroenterology, Sales Force Development, OB/GYN, Sales Presentations
Education
Knox College 1993 — 1997
BA, Biology
Rantoul High School 1989 — 1993
Dermik / Valeant Pharmaceuticals April 2011 - January 2012
sanofi-aventis June 2007 - April 2011
sanofi-aventis November 2001 - June 2007
Edward Jones November 1998 - July 2001
Claris December 1997 - November 1998
Skills
Direct Sales, Pharmaceutical Sales, Consultative Selling, Account Management, Medical Devices, Territory Planning, Territory Analysis, Driving Revenue, Social Media, Online Marketing, Hospital Sales, Sales Operations, Cardiology, Dermatology, Buy & Bill, Selling, Online Advertising, Endocrinology, Urology, Diabetes, Product Launch, Biotechnology, Salesforce.com, Sales Management, Cross-functional Team..., Neurology, Leadership, Analysis, Sales, Pharmaceutical Industry, Competitive Analysis, Key Account Management, New Business Development, Healthcare, Oncology, Hospitals, Business Development, Cold Calling, Managed Care, Sales Effectiveness, Business Planning, Selling Skills, Gastroenterology, Sales Force Development, OB/GYN, Sales Presentations
Education
Knox College 1993 — 1997
BA, Biology
Rantoul High School 1989 — 1993
Anna Defenbaugh Anna Defenbaugh's Edward Jones Experience Marketing Services DirectorStaubli Corporation1994 - 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Marketing Services DirectorStaubli Corporation1994 - 2002
Coppyuns 1993 - 1994
Skills
Competitive Analysis, Advertising, Database Administration, Account Management, Team Building, Customer Relations, Customer Service, Contract Negotiation, Web Design, Data Analysis, Event Planning, Editing, Excel, Fundraising, French, Financial Planning, Graphics, Hospitality, Hosting, Inventory Management, Leadership Development, Mentoring, Microsoft Office, Newsletters, PowerPoint, Planning, Public Relations, Photography, Retail, Problem Solving, Teamwork, Writing
Education
New York University 1992 — 1993
MA, French Literature
"Via Paris" 1990 — 1991
Independent Study in Paris, French Language, Literature & Culture
Lawrence University 1986 — 1990
BA, Double Major in Math & French, Minor in Economics
Edward Jones Marketing Services DirectorStaubli Corporation1994 - 2002
Coppyuns 1993 - 1994
Skills
Competitive Analysis, Advertising, Database Administration, Account Management, Team Building, Customer Relations, Customer Service, Contract Negotiation, Web Design, Data Analysis, Event Planning, Editing, Excel, Fundraising, French, Financial Planning, Graphics, Hospitality, Hosting, Inventory Management, Leadership Development, Mentoring, Microsoft Office, Newsletters, PowerPoint, Planning, Public Relations, Photography, Retail, Problem Solving, Teamwork, Writing
Education
New York University 1992 — 1993
MA, French Literature
"Via Paris" 1990 — 1991
Independent Study in Paris, French Language, Literature & Culture
Lawrence University 1986 — 1990
BA, Double Major in Math & French, Minor in Economics
Don Hart's Edward Jones Experience April 2012 - April 2015
Job Financial advisor at Investment Professionals
Industry Financial Services
Experience
Investment Professionals, Inc. April 2015 - Present
University of Kentucky 2000 - Present
Edward Jones April 2012 - April 2015
SuperMedia LLC June 2000 - February 2012
University of Kentucky May 1999 - June 2000
Skills
Training & Development, Salesforce.com, Training, Coaching, Public Speaking, Sales Presentations, Sales, Needs Analysis, Cold Calling, Social Media Marketing, Social Media, Account Management, Instructional Design, Online Advertising, Team Building, Customer Service, Lead Generation, Sales Management, Advertising, Marketing, Social Networking, Sales Process, B2B, Leadership Development, Strategic Planning, Microsoft Office, Selling Skills, Instructor-led Training, New Business Development, Workshop Facilitation, Training Delivery, E-Learning, Direct Sales, PowerPoint, Outlook, SEO, Employee Training, Leadership, Customer Retention
Education
Kentucky State University 1986 — 1998
Investment Professionals, Inc. April 2015 - Present
University of Kentucky 2000 - Present
Edward Jones April 2012 - April 2015
SuperMedia LLC June 2000 - February 2012
University of Kentucky May 1999 - June 2000
Skills
Training & Development, Salesforce.com, Training, Coaching, Public Speaking, Sales Presentations, Sales, Needs Analysis, Cold Calling, Social Media Marketing, Social Media, Account Management, Instructional Design, Online Advertising, Team Building, Customer Service, Lead Generation, Sales Management, Advertising, Marketing, Social Networking, Sales Process, B2B, Leadership Development, Strategic Planning, Microsoft Office, Selling Skills, Instructor-led Training, New Business Development, Workshop Facilitation, Training Delivery, E-Learning, Direct Sales, PowerPoint, Outlook, SEO, Employee Training, Leadership, Customer Retention
Education
Kentucky State University 1986 — 1998
Flip Varney Flip Varney's Edward Jones Experience March 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2011 - Present
GlaxoSmithKline January 2009 - July 2011
GlaxoSmithKline January 2008 - January 2009
GlaxoSmithKline December 2005 - January 2008
GlaxoSmithKline August 2004 - December 2005
GlaxoSmithKline August 2002 - August 2004
GlaxoSmithKline August 1990 - August 2002
GlaxoSmithKline February 1988 - August 1990
Skills
Urology, Cardiology, Endocrinology, Diabetes, Rheumatology, Hospitals, Internal Medicine, Product Development, Orthopedic, Pediatrics, Pharmacy, Primary Care, Emergency Medicine, Pharmaceutical Sales, Managed Care
Education
King University 1985 — 1987
B.A., Economics and Accounting
Marshall University 1982 — 1984
A.S., Business Accounting
Edward Jones March 2011 - Present
GlaxoSmithKline January 2009 - July 2011
GlaxoSmithKline January 2008 - January 2009
GlaxoSmithKline December 2005 - January 2008
GlaxoSmithKline August 2004 - December 2005
GlaxoSmithKline August 2002 - August 2004
GlaxoSmithKline August 1990 - August 2002
GlaxoSmithKline February 1988 - August 1990
Skills
Urology, Cardiology, Endocrinology, Diabetes, Rheumatology, Hospitals, Internal Medicine, Product Development, Orthopedic, Pediatrics, Pharmacy, Primary Care, Emergency Medicine, Pharmaceutical Sales, Managed Care
Education
King University 1985 — 1987
B.A., Economics and Accounting
Marshall University 1982 — 1984
A.S., Business Accounting
John Kadletz, AAMS® CWS® John Kadletz, AAMS® CWS®'s Edward Jones Experience September 2001 - September 2012
Job President / Owner at Kadletz Wealth Management, LLC
Industry Financial Services
Experience
Kadletz Wealth Management September 2012 - Present
First Allied Securities 2012 - Present
Edward Jones September 2001 - September 2012
U.S. Cellular May 1994 - January 2001
Kadletz Welding June 1990 - November 1994
Cellular One May 1992 - May 1994
Education
Lakeland College 1998 — 2002
Undergrad, Business & Finance
Northeast Wisconsin Technical College 1990 — 1992
Associate Degree, Civil Engineering Technology
Northeast Wisconsin Technical College 1989 — 1990
Diploma, Welding Technology
Shawano High School
Kadletz Wealth Management September 2012 - Present
First Allied Securities 2012 - Present
Edward Jones September 2001 - September 2012
U.S. Cellular May 1994 - January 2001
Kadletz Welding June 1990 - November 1994
Cellular One May 1992 - May 1994
Education
Lakeland College 1998 — 2002
Undergrad, Business & Finance
Northeast Wisconsin Technical College 1990 — 1992
Associate Degree, Civil Engineering Technology
Northeast Wisconsin Technical College 1989 — 1990
Diploma, Welding Technology
Shawano High School
Justin Droddy Justin Droddy's Edward Jones Experience January 2010 - September 2010
Job Senior Financial Analyst at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt July 2014 - Present
Aon Hewitt July 2012 - July 2014
Aon Hewitt October 2010 - June 2012
Edward Jones January 2010 - September 2010
Skills
Business Analysis, Outsourcing, BPO, Offshoring, Vendor Management, SDLC, Service Delivery, Transition Management, Requirements Gathering, Process Improvement, Requirements Analysis, Business Process..., Project Delivery, Finance, Forecasting, User Acceptance Testing, Variance Analysis, Account Reconciliation, Peer Mentoring, Microsoft Excel, Invoice Processing, Financial Analysis, Corporate Finance, Employee Engagement, PeopleSoft, Analysis, Data Analysis, Management
Education
Stephen F. Austin State University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.8
Lamar State College-Orange 2005 — 2006
Aon Hewitt July 2014 - Present
Aon Hewitt July 2012 - July 2014
Aon Hewitt October 2010 - June 2012
Edward Jones January 2010 - September 2010
Skills
Business Analysis, Outsourcing, BPO, Offshoring, Vendor Management, SDLC, Service Delivery, Transition Management, Requirements Gathering, Process Improvement, Requirements Analysis, Business Process..., Project Delivery, Finance, Forecasting, User Acceptance Testing, Variance Analysis, Account Reconciliation, Peer Mentoring, Microsoft Excel, Invoice Processing, Financial Analysis, Corporate Finance, Employee Engagement, PeopleSoft, Analysis, Data Analysis, Management
Education
Stephen F. Austin State University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.8
Lamar State College-Orange 2005 — 2006
Dale Boothman Dale Boothman's Edward Jones Experience September 2012 - Present
Job
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Evadale ISD August 2011 - July 2012
Lumberton ISD June 2007 - August 2011
Skills
Retirement Plan..., Systematic Investing, Educatoin Savings
Education
Lamar University 2007 — 2008
Master of Education (MEd), School Administration
Lamar University 1983 — 1988
Bachelor of Arts (BA), Political Science and Government
Edward Jones September 2012 - Present
Evadale ISD August 2011 - July 2012
Lumberton ISD June 2007 - August 2011
Skills
Retirement Plan..., Systematic Investing, Educatoin Savings
Education
Lamar University 2007 — 2008
Master of Education (MEd), School Administration
Lamar University 1983 — 1988
Bachelor of Arts (BA), Political Science and Government
Jayna Morrow Jayna Morrow's Edward Jones Experience May 2003 - July 2005
Job 3rd Grade Teacher at Elysian Fields ISD
Industry Publishing
Experience
Elysian Fields ISD June 2014 - Present
Prism Book Group April 2013 - Present
Marshall ISD August 2012 - June 2014
Leverett's Chapel ISD August 2005 - May 2012
Edward Jones May 2003 - July 2005
Skills
Teaching Reading, Reading Comprehension, Reading Intervention, Technical Writing, Creative Writing, ESL, Elementary Education, Literature, Guest Speaking, Workshop Presentation, Blogging, Public Speaking, Proofreading, Novels, Books, Newsletters, Published Author, Workshops
Education
LeTourneau University 2005 — 2005
PACT - Elementary Teaching Certification, EC-4 Generalist
University of Texas at Tyler 2000 — 2002
Bachelor of Arts (B.A.), English Literature
Elysian Fields ISD June 2014 - Present
Prism Book Group April 2013 - Present
Marshall ISD August 2012 - June 2014
Leverett's Chapel ISD August 2005 - May 2012
Edward Jones May 2003 - July 2005
Skills
Teaching Reading, Reading Comprehension, Reading Intervention, Technical Writing, Creative Writing, ESL, Elementary Education, Literature, Guest Speaking, Workshop Presentation, Blogging, Public Speaking, Proofreading, Novels, Books, Newsletters, Published Author, Workshops
Education
LeTourneau University 2005 — 2005
PACT - Elementary Teaching Certification, EC-4 Generalist
University of Texas at Tyler 2000 — 2002
Bachelor of Arts (B.A.), English Literature
Pam Garner Pam Garner's Edward Jones Experience August 2001 - Present
Job Branch Office Adminstratot at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2001 - Present
Mesquite Independent School District June 1994 - June 2001
Dallas Indpendent School District June 1993 - June 2000
Contential Electronics June 1982 - June 1983
Skills
Customer Relations, Customer Service, Planning, Budgeting, Public Relations
Education
LeTourneau University 1994 — 1995
BS, Business Management
The University of Texas at Dallas 1981 — 1982
General studies
W W Samuell High School 1975 — 1978
First Baptist
Edward Jones August 2001 - Present
Mesquite Independent School District June 1994 - June 2001
Dallas Indpendent School District June 1993 - June 2000
Contential Electronics June 1982 - June 1983
Skills
Customer Relations, Customer Service, Planning, Budgeting, Public Relations
Education
LeTourneau University 1994 — 1995
BS, Business Management
The University of Texas at Dallas 1981 — 1982
General studies
W W Samuell High School 1975 — 1978
First Baptist
Kris Black's Edward Jones Experience March 2008 - June 2011
Job Administrative Assistant at WeberStephen Products LLC
Industry Information Services
Experience
Weber-Stephen Products LLC June 2014 - Present
Mystic Lake Camp Alumni Committee April 2013 - August 2014
Xerox September 2013 - May 2014
Barrington area July 2012 - May 2014
Edward Jones March 2008 - June 2011
Pfizer May 2007 - February 2008
Dow Chemical December 2004 - January 2006
McCarthy Building Companies, Inc. October 1995 - October 2001
CTB McGraw Hill June 1995 - September 1995
Michigan Potato Industry Commission September 1991 - August 1993
Skills
Excel, PowerPoint, Word, Access, Office Equipment, Office Management, Positive Energy, Calendaring, Travel Planning, Microsoft Word, Accounts Payable, Data Entry, Newsletters, Editing, Management, Microsoft Excel, Administrative..., Public Speaking, Community Outreach, Customer Service
Education
Michigan State University 1988 — 1991
BS, Agrictulture and Natural Resources Communications
Lansing Community College 1985 — 1988
Associates Degree, General
Weber-Stephen Products LLC June 2014 - Present
Mystic Lake Camp Alumni Committee April 2013 - August 2014
Xerox September 2013 - May 2014
Barrington area July 2012 - May 2014
Edward Jones March 2008 - June 2011
Pfizer May 2007 - February 2008
Dow Chemical December 2004 - January 2006
McCarthy Building Companies, Inc. October 1995 - October 2001
CTB McGraw Hill June 1995 - September 1995
Michigan Potato Industry Commission September 1991 - August 1993
Skills
Excel, PowerPoint, Word, Access, Office Equipment, Office Management, Positive Energy, Calendaring, Travel Planning, Microsoft Word, Accounts Payable, Data Entry, Newsletters, Editing, Management, Microsoft Excel, Administrative..., Public Speaking, Community Outreach, Customer Service
Education
Michigan State University 1988 — 1991
BS, Agrictulture and Natural Resources Communications
Lansing Community College 1985 — 1988
Associates Degree, General
Carl Wolford Carl Wolford's Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
Morgan Stanley April 1999 - August 2010
US National Bank - Galveston 1985 - 1989
Skills
Retirement Planning, Asset Managment, Strategic Financial..., Series 7, 401k Rollovers, Investments, Saving for Education, Fixed Annuities, Estate Planning, Financial Analysis, Portfolio Management
Education
Lamar University 1981 — 1985
BBA, Finance
Edward Jones August 2010 - Present
Morgan Stanley April 1999 - August 2010
US National Bank - Galveston 1985 - 1989
Skills
Retirement Planning, Asset Managment, Strategic Financial..., Series 7, 401k Rollovers, Investments, Saving for Education, Fixed Annuities, Estate Planning, Financial Analysis, Portfolio Management
Education
Lamar University 1981 — 1985
BBA, Finance
Brian Kiefer Brian Kiefer's Edward Jones Experience 2002 - 2007
Job President, Kiefer Insurance Group
Industry Insurance
Experience
Kiefer Insurance Group May 2007 - Present
Edward Jones 2002 - 2007
Merrill Lynch 1999 - 2002
Education
Lawrence University
B.A., Economics
Kiefer Insurance Group May 2007 - Present
Edward Jones 2002 - 2007
Merrill Lynch 1999 - 2002
Education
Lawrence University
B.A., Economics
Karma Denyer's Edward Jones Experience March 2010 - July 2010
Job OfficerUSBANK
Industry Financial Services
Experience
U.S. Bank January 2012 - Present
Charles Schwab October 2010 - October 2011
Edward Jones March 2010 - July 2010
First Place, Wachovia Temp Agency 2008 - 2009
Wachovia Bank, formerly World Savings 1998 - 2009
World Savings 1996 - 1999
World Savings 1994 - 1996
Citibank 1993 - 1994
World Savings 1989 - 1993
Home Federal Savings Bank 1987 - 1989
Skills
Banking
Education
Lesley University
Bachelor of Science, Education
U.S. Bank January 2012 - Present
Charles Schwab October 2010 - October 2011
Edward Jones March 2010 - July 2010
First Place, Wachovia Temp Agency 2008 - 2009
Wachovia Bank, formerly World Savings 1998 - 2009
World Savings 1996 - 1999
World Savings 1994 - 1996
Citibank 1993 - 1994
World Savings 1989 - 1993
Home Federal Savings Bank 1987 - 1989
Skills
Banking
Education
Lesley University
Bachelor of Science, Education
Kevin Ragon Kevin Ragon's Edward Jones Experience April 2009 - March 2013
Job Financial Advisor at Wells Fargo Advisors. LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2013 - Present
Edward Jones April 2009 - March 2013
The Hartford March 2007 - November 2008
The Hartford Insurance Group February 2006 - March 2007
The Hartford Insurance Group March 2005 - February 2006
David Queen State Farm Agency January 2003 - March 2005
Skills
Retirement Planning, Investments, Insurance, Risk Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Investment Planning, Financial Advisory, IRAs, 401k Rollovers, 401k, Life Insurance, Customer Service, Market Analysis, Team Building, Leadership, Fixed Annuities, Negotiation, Strategic Planning, Coaching, Succession Planning, Financial Analysis, Annuities, Customer Relations, Management, Forecasting, Budgeting, Valuation, Compliance, Problem Solving, Business Planning, New Business Development, Conflict Resolution, Underwriting, Mentoring, Consultative Selling, Strategic Investments
Education
University of Iowa 1999 — 2002
B.B.A, Finance, 3.69
Kirkwood Community College 1997 — 1998
Associate of Arts (A.A.), Liberal Arts, General Studies, 3.64
Wells Fargo Advisors, LLC March 2013 - Present
Edward Jones April 2009 - March 2013
The Hartford March 2007 - November 2008
The Hartford Insurance Group February 2006 - March 2007
The Hartford Insurance Group March 2005 - February 2006
David Queen State Farm Agency January 2003 - March 2005
Skills
Retirement Planning, Investments, Insurance, Risk Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Investment Planning, Financial Advisory, IRAs, 401k Rollovers, 401k, Life Insurance, Customer Service, Market Analysis, Team Building, Leadership, Fixed Annuities, Negotiation, Strategic Planning, Coaching, Succession Planning, Financial Analysis, Annuities, Customer Relations, Management, Forecasting, Budgeting, Valuation, Compliance, Problem Solving, Business Planning, New Business Development, Conflict Resolution, Underwriting, Mentoring, Consultative Selling, Strategic Investments
Education
University of Iowa 1999 — 2002
B.B.A, Finance, 3.69
Kirkwood Community College 1997 — 1998
Associate of Arts (A.A.), Liberal Arts, General Studies, 3.64
Tammy Fredrickson Tammy Fredrickson's Edward Jones Experience May 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
edward jones 2007 - 2009
National College of Business & Technology May 2002 - May 2007
BB&T October 2000 - May 2002
Education
King University 2006 — 2008
BBA, Management/Finance
Edward Jones May 2007 - Present
edward jones 2007 - 2009
National College of Business & Technology May 2002 - May 2007
BB&T October 2000 - May 2002
Education
King University 2006 — 2008
BBA, Management/Finance
Miten Ganatra Miten Ganatra's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones June 2013 - Present
Mutual of Omaha August 2012 - June 2013
Private Family Investments July 2008 - August 2012
Portland Hotels LLC, dba Holiday Inn La Mesa February 2002 - April 2011
Arthur Andersen November 2000 - January 2002
Skills
Portfolio Management, Internal Controls, Valuation, Financial Analysis, Financial Modeling, Finance, Risk Management, Forecasting, Investments, Strategic Financial..., Auditing, Financial Risk, Cash Flow, Analysis, Banking, Equities, Financial Services, Management, Financial Planning, Securities, Mutual Funds, Fixed Income, Asset Allocation, Accounting
Education
Kings College London 1997 — 2000
Bachelor of Science (BSc), Business Management, First Class
Edward Jones June 2013 - Present
Mutual of Omaha August 2012 - June 2013
Private Family Investments July 2008 - August 2012
Portland Hotels LLC, dba Holiday Inn La Mesa February 2002 - April 2011
Arthur Andersen November 2000 - January 2002
Skills
Portfolio Management, Internal Controls, Valuation, Financial Analysis, Financial Modeling, Finance, Risk Management, Forecasting, Investments, Strategic Financial..., Auditing, Financial Risk, Cash Flow, Analysis, Banking, Equities, Financial Services, Management, Financial Planning, Securities, Mutual Funds, Fixed Income, Asset Allocation, Accounting
Education
Kings College London 1997 — 2000
Bachelor of Science (BSc), Business Management, First Class
Jacqueline Cassidy, MBA Jacqueline Cassidy, MBA's Edward Jones Experience April 1996 - January 2004
Job Legal Administrative Specialist at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs June 2010 - Present
Mass Mutual December 2004 - April 2010
Edward Jones April 1996 - January 2004
Davies, Turner August 1994 - April 1996
Michael Feinstein M.D December 1985 - August 1994
Skills
Strategic Financial..., Investments, Insurance, Finance, Retirement Planning, Retirement, CRM, Sales, Management, Employee Benefits, Training, Accounting, Financial Services, Securities, Tax, Fixed Annuities, Accounts Receivable, Financial Analysis, Long-term Care, Disability Insurance
Education
Philadelphia University 2000 — 2004
MBA, Finance
La Salle University 1989 — 1992
BS, Accounting
Department of Veterans Affairs June 2010 - Present
Mass Mutual December 2004 - April 2010
Edward Jones April 1996 - January 2004
Davies, Turner August 1994 - April 1996
Michael Feinstein M.D December 1985 - August 1994
Skills
Strategic Financial..., Investments, Insurance, Finance, Retirement Planning, Retirement, CRM, Sales, Management, Employee Benefits, Training, Accounting, Financial Services, Securities, Tax, Fixed Annuities, Accounts Receivable, Financial Analysis, Long-term Care, Disability Insurance
Education
Philadelphia University 2000 — 2004
MBA, Finance
La Salle University 1989 — 1992
BS, Accounting
Kevin Cheek Kevin Cheek's Edward Jones Experience June 2001 - November 2003
Job Helping critically ill children live in the comfort of their own home.
Industry Hospital & Health Care
Experience
Continuum Pediatric Nursing Services August 2015 - Present
BAYADA Home Health Care July 2010 - December 2014
Bayada Nurses January 2010 - July 2010
ExpenseWatch.com January 2008 - November 2009
Activant November 2003 - January 2008
Edward Jones June 2001 - November 2003
Optum June 2000 - June 2001
Prophet 21 June 1994 - June 2000
Skills
SaaS, Account Management, Healthcare, Home Health Agencies, Management, Supervisory Skills, Coaching, Customer Relations, Training, Start-ups, Customer Service, Healthcare Management, Home Care, Nursing, Team Building, Sales, Leadership, Strategic Planning, Managed Care
Education
Lambuth University 1986 — 1988
BBA, Accounting
Mineral Area College 1984 — 1986
AA, Business
Continuum Pediatric Nursing Services August 2015 - Present
BAYADA Home Health Care July 2010 - December 2014
Bayada Nurses January 2010 - July 2010
ExpenseWatch.com January 2008 - November 2009
Activant November 2003 - January 2008
Edward Jones June 2001 - November 2003
Optum June 2000 - June 2001
Prophet 21 June 1994 - June 2000
Skills
SaaS, Account Management, Healthcare, Home Health Agencies, Management, Supervisory Skills, Coaching, Customer Relations, Training, Start-ups, Customer Service, Healthcare Management, Home Care, Nursing, Team Building, Sales, Leadership, Strategic Planning, Managed Care
Education
Lambuth University 1986 — 1988
BBA, Accounting
Mineral Area College 1984 — 1986
AA, Business
Benjamin Pisani Benjamin Pisani's Edward Jones Experience March 2013 - December 2013
Job Management Team Member
Industry Transportation/Trucking/Railroad
Experience
UPS April 2015 - Present
Edward Jones March 2013 - December 2013
Nemer Chrysler Jeep Dodge August 2012 - February 2013
Hudson Falls Central School District July 2011 - June 2012
Hudson Falls Central School District August 2010 - June 2011
Greenwich Central School District July 2006 - June 2010
Greenwich Central School District October 2002 - July 2006
Shenendehowa Central School District September 2001 - October 2002
Shenendehowa Central School District July 1999 - October 2002
Shenendehowa Central School District September 1997 - June 2001
Skills
Sales, Microsoft Office, Financial Analysis, Investments, Strong Human Relation..., Experience With Models..., Ability to Lead..., Experience with Grant..., Proven Professional..., Technology Leader, Negotiation, Presentations, PowerPoint, Prezi, Finance, Leadership, Classroom, Elementary Education, Program Management, Public Speaking
Education
State University of New York at Albany 1999 — 2001
Master of Science (M.S.), Educational Administration and Policy Study
Keuka College 1993 — 1997
Bachelor of Science (B.S.), Education
UPS April 2015 - Present
Edward Jones March 2013 - December 2013
Nemer Chrysler Jeep Dodge August 2012 - February 2013
Hudson Falls Central School District July 2011 - June 2012
Hudson Falls Central School District August 2010 - June 2011
Greenwich Central School District July 2006 - June 2010
Greenwich Central School District October 2002 - July 2006
Shenendehowa Central School District September 2001 - October 2002
Shenendehowa Central School District July 1999 - October 2002
Shenendehowa Central School District September 1997 - June 2001
Skills
Sales, Microsoft Office, Financial Analysis, Investments, Strong Human Relation..., Experience With Models..., Ability to Lead..., Experience with Grant..., Proven Professional..., Technology Leader, Negotiation, Presentations, PowerPoint, Prezi, Finance, Leadership, Classroom, Elementary Education, Program Management, Public Speaking
Education
State University of New York at Albany 1999 — 2001
Master of Science (M.S.), Educational Administration and Policy Study
Keuka College 1993 — 1997
Bachelor of Science (B.S.), Education
Amy LeGrand's Edward Jones Experience 2003 - 2009
Job Executive Assistant & Office Manager
Industry Accounting
Experience
SVA January 2009 - Present
Edward Jones 2003 - 2009
Ame To Please 1999 - 2003
Skills
Microsoft Word, PowerPoint, Customer Service, Budgets, Microsoft Office, Microsoft Excel, Office Management, Accounts Receivable, QuickBooks, Management, Training, Project Management, Leadership, Accounts Payable, WP 65/min, 10 Key, Outlook, Non-profits, Payroll, Accounting, Event Planning, Bookkeeping, Spreadsheets, Access, Small Business, Inventory Management, Peachtree, Time Management
Education
Fox Valley Technical College 2007 — 2009
AAS, Business Management
Lakeland College 2007 — 2009
AAS, Business Management
Madison Area Technical College 2001 — 2001
Sign Language
Nicolet Technical College 1994 — 1995
Degree of, Barbering & Cosmetology
University of Wisconsin-Platteville 1990 — 1991
Elementary Education/Psychology/Spanish
SVA January 2009 - Present
Edward Jones 2003 - 2009
Ame To Please 1999 - 2003
Skills
Microsoft Word, PowerPoint, Customer Service, Budgets, Microsoft Office, Microsoft Excel, Office Management, Accounts Receivable, QuickBooks, Management, Training, Project Management, Leadership, Accounts Payable, WP 65/min, 10 Key, Outlook, Non-profits, Payroll, Accounting, Event Planning, Bookkeeping, Spreadsheets, Access, Small Business, Inventory Management, Peachtree, Time Management
Education
Fox Valley Technical College 2007 — 2009
AAS, Business Management
Lakeland College 2007 — 2009
AAS, Business Management
Madison Area Technical College 2001 — 2001
Sign Language
Nicolet Technical College 1994 — 1995
Degree of, Barbering & Cosmetology
University of Wisconsin-Platteville 1990 — 1991
Elementary Education/Psychology/Spanish
Katie Kupstas Katie Kupstas's Edward Jones Experience May 2008 - June 2008
Job Public Relations Associate at Vanguard
Industry Public Relations and Communications
Experience
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
Vanguard August 2010 - September 2011
Edward Jones May 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Strategic Communications, Writing, Positioning, Data Analysis, Project Management
Education
Kutztown University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Marketing
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
Vanguard August 2010 - September 2011
Edward Jones May 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Strategic Communications, Writing, Positioning, Data Analysis, Project Management
Education
Kutztown University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Marketing
Bobbi Tucker's Edward Jones Experience September 2004 - Present
Job
Industry Financial Services
Experience
Edward Jones September 2004 - Present
Skills
Investments
Education
Lakeland College 2009 — 2015
Business Management, Business, Management, Marketing, and Related Support Services
Edward Jones September 2004 - Present
Skills
Investments
Education
Lakeland College 2009 — 2015
Business Management, Business, Management, Marketing, and Related Support Services
Noel Gerson's Edward Jones Experience September 2011 - 2015
Job Financial Advisor at ABLE Financial Group
Industry Financial Services
Experience
ABLE Financial Group March 2015 - Present
Edward Jones September 2011 - 2015
EMC March 2007 - December 2010
EMC March 2006 - March 2007
Primaris Airlines January 2005 - October 2005
America West Airlines May 2003 - September 2004
America West Airlines April 2000 - April 2003
America West Airlines December 1996 - March 2000
American Airlines May 1995 - December 1996
American Airlines January 1994 - May 1995
Skills
Financial Analysis, Process Improvement, Forecasting, Strategic Planning, Financial Modeling, Pricing, Competitive Analysis, Mergers, Budgets, Cross-functional Team..., Strategic Financial..., Team Leadership, Project Management, Executive Management, Change Management, ETFs, Wealth Management, Marketing, Account Management, Solution Selling, Management, Business Development, Negotiation, Business Strategy, Leadership, Start-ups, Financial Planning, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Lafayette College 1978 — 1982
BA, Biology
Livingston High School
ABLE Financial Group March 2015 - Present
Edward Jones September 2011 - 2015
EMC March 2007 - December 2010
EMC March 2006 - March 2007
Primaris Airlines January 2005 - October 2005
America West Airlines May 2003 - September 2004
America West Airlines April 2000 - April 2003
America West Airlines December 1996 - March 2000
American Airlines May 1995 - December 1996
American Airlines January 1994 - May 1995
Skills
Financial Analysis, Process Improvement, Forecasting, Strategic Planning, Financial Modeling, Pricing, Competitive Analysis, Mergers, Budgets, Cross-functional Team..., Strategic Financial..., Team Leadership, Project Management, Executive Management, Change Management, ETFs, Wealth Management, Marketing, Account Management, Solution Selling, Management, Business Development, Negotiation, Business Strategy, Leadership, Start-ups, Financial Planning, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Lafayette College 1978 — 1982
BA, Biology
Livingston High School
Sarah Kay Harrison Sarah Kay Harrison's Edward Jones Experience December 2003 - December 2005
Job President & Founder
Industry Professional Training & Coaching
Experience
Live Evolution Coaching Co. February 2008 - Present
Total Transit June 2008 - December 2008
Edward Jones December 2003 - December 2005
Peace Corps, Paraguay July 2001 - October 2003
Skills
Entrepreneur, Trainers, Coaching, Entertainment, Public Speaking, Corporate Communications, Leadership Development, Performance Management, Sponsorship, Small Business, Organizational..., Management Consulting, Customer Relations, Executive Coaching, Team Building, Personal Development, Process Improvement, Change Management, Team Leadership, Entrepreneurship, Business Development, Sales Management, Social Networking, Leadership, Management, Strategy, Social Media Marketing, Training
Education
Landmark Education 2007 — 2012
Completed Curriculum for Living & Team Leadership, Transformational Studies
Oklahoma City University 1996 — 2000
B.S. International Business, Minors: Spanish, Marketing
Live Evolution Coaching Co. February 2008 - Present
Total Transit June 2008 - December 2008
Edward Jones December 2003 - December 2005
Peace Corps, Paraguay July 2001 - October 2003
Skills
Entrepreneur, Trainers, Coaching, Entertainment, Public Speaking, Corporate Communications, Leadership Development, Performance Management, Sponsorship, Small Business, Organizational..., Management Consulting, Customer Relations, Executive Coaching, Team Building, Personal Development, Process Improvement, Change Management, Team Leadership, Entrepreneurship, Business Development, Sales Management, Social Networking, Leadership, Management, Strategy, Social Media Marketing, Training
Education
Landmark Education 2007 — 2012
Completed Curriculum for Living & Team Leadership, Transformational Studies
Oklahoma City University 1996 — 2000
B.S. International Business, Minors: Spanish, Marketing
Kerry Ferguson Kerry Ferguson's Edward Jones Experience December 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2000 - Present
McDonald's Corporation April 1986 - December 2000
Skills
Strategic Planning, Team Building, Public Speaking, Microsoft Office, Project Management, Marketing, Leadership, Public Relations, Management, Social Media, Leadership Development, Contract Negotiation, Marketing Strategy, Social Media Marketing
Education
Lawrence Technological University 1973 — 1978
Bachelor of Engineering, Construction Engineering
Churchill High School 1968 — 1972
High School Diploma
Edward Jones December 2000 - Present
McDonald's Corporation April 1986 - December 2000
Skills
Strategic Planning, Team Building, Public Speaking, Microsoft Office, Project Management, Marketing, Leadership, Public Relations, Management, Social Media, Leadership Development, Contract Negotiation, Marketing Strategy, Social Media Marketing
Education
Lawrence Technological University 1973 — 1978
Bachelor of Engineering, Construction Engineering
Churchill High School 1968 — 1972
High School Diploma
Brian Popadowski's Edward Jones Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2015 - Present
PNC March 2005 - April 2015
Edward Jones May 2004 - February 2005
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Loans, Retail Banking, Small Business Lending, Branch Management, Cross Selling, Lines Of Credit, Loan Origination, Commercial Lending, Credit Analysis, Financial Analysis, Sales, Risk Management, Finance, Investments
Education
Lewis University 2008 — 2011
Master of Business Administration (MBA), Finance
University of Illinois at Chicago 2001 — 2004
Bachelor's degree, Finance/Management
Edward Jones April 2015 - Present
PNC March 2005 - April 2015
Edward Jones May 2004 - February 2005
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Loans, Retail Banking, Small Business Lending, Branch Management, Cross Selling, Lines Of Credit, Loan Origination, Commercial Lending, Credit Analysis, Financial Analysis, Sales, Risk Management, Finance, Investments
Education
Lewis University 2008 — 2011
Master of Business Administration (MBA), Finance
University of Illinois at Chicago 2001 — 2004
Bachelor's degree, Finance/Management
Zachary Schubert Zachary Schubert's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Lawrence University November 2013 - Present
Appleton, Wisconsin January 2013 - Present
Lawrence University Athletic Department November 2012 - Present
Red Arrow Camp For Boys June 2014 - August 2014
Charleston House Assisted Living June 2011 - December 2012
Beijing, China May 2012 - August 2012
Beijing, China May 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Teamwork, Research, Public Speaking, Critical Thinking, Facebook, Microsoft Office, Teaching, Time Management
Education
Lawrence University 2012 — 2016
Economics
Wayland Academy, Beaver Dam, WI 2008 — 2012
Edward Jones June 2015 - Present
Lawrence University November 2013 - Present
Appleton, Wisconsin January 2013 - Present
Lawrence University Athletic Department November 2012 - Present
Red Arrow Camp For Boys June 2014 - August 2014
Charleston House Assisted Living June 2011 - December 2012
Beijing, China May 2012 - August 2012
Beijing, China May 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Teamwork, Research, Public Speaking, Critical Thinking, Facebook, Microsoft Office, Teaching, Time Management
Education
Lawrence University 2012 — 2016
Economics
Wayland Academy, Beaver Dam, WI 2008 — 2012
Isaac Naatz Isaac Naatz's Edward Jones Experience June 2014 - Present
Job Finacial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Red Wing Chevrolet, Buick, Cadillac February 2013 - June 2014
Culligan International Company December 2011 - January 2013
LeTourneau University 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Budgets, Negotiation, Editing
Education
LeTourneau University 2010 — 2012
Bachelor's degree, Marketing
Rochester Community and Technical College 2008 — 2009
Edward Jones June 2014 - Present
Red Wing Chevrolet, Buick, Cadillac February 2013 - June 2014
Culligan International Company December 2011 - January 2013
LeTourneau University 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Budgets, Negotiation, Editing
Education
LeTourneau University 2010 — 2012
Bachelor's degree, Marketing
Rochester Community and Technical College 2008 — 2009
Jason Sturgill Jason Sturgill's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
U.S. Army October 2003 - July 2008
Skills
Mutual Funds, Long Term Care Insurance, Financial Advisory, Retirement Planning, 401k Rollovers, Customer Service, Finance, Stocks, Investments, College Savings Plans, Life Insurance, Management, Bonds, Leadership, Team Building, Teamwork, Financial Services, Investment Strategies, Investment Management, Skilled Multi-tasker, Investment Advisory
Education
Liberty University 2012 — 2014
Master's degree, Theology/Theological Studies
King University 2008 — 2010
Master of Business Administration (M.B.A.)
The University of Virginia's College at Wise 2006 — 2008
Bachelor of Science (B.S.), Business Administration
Mountain Empire Community College 1999 — 2001
Forestry/General Education
Pound High School 1995 — 1999
High School Diploma, General Education
Edward Jones August 2008 - Present
U.S. Army October 2003 - July 2008
Skills
Mutual Funds, Long Term Care Insurance, Financial Advisory, Retirement Planning, 401k Rollovers, Customer Service, Finance, Stocks, Investments, College Savings Plans, Life Insurance, Management, Bonds, Leadership, Team Building, Teamwork, Financial Services, Investment Strategies, Investment Management, Skilled Multi-tasker, Investment Advisory
Education
Liberty University 2012 — 2014
Master's degree, Theology/Theological Studies
King University 2008 — 2010
Master of Business Administration (M.B.A.)
The University of Virginia's College at Wise 2006 — 2008
Bachelor of Science (B.S.), Business Administration
Mountain Empire Community College 1999 — 2001
Forestry/General Education
Pound High School 1995 — 1999
High School Diploma, General Education
Rob Kast's Edward Jones Experience May 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Continental January 2012 - Present
Township of Rose Planning Commission January 2012 - October 2014
North Oakland County Fire Authority Board January 2009 - January 2013
Continental Automotive Systems April 2008 - January 2012
Continental Automotive Systems September 2005 - January 2012
A.B. Heller, Inc. September 2004 - September 2005
Tecumseh Products Company June 2000 - June 2004
Skills
APQP, Engineering, SAP, Microsoft Office, SharePoint, MS Project, Manufacturing..., E Squared, Spanish, Excel, Word, PowerPoint, Lotus Notes, Change Management, DVPR, DRBFM, Profitability Tracking, Profitability..., Customer Relations, Budgets, Cross-functional Team..., Project Management, Program Management
Education
Kettering University 2000 — 2004
Bachelor of Science, Mechanical Engineering
Edward Jones May 2015 - Present
Continental January 2012 - Present
Township of Rose Planning Commission January 2012 - October 2014
North Oakland County Fire Authority Board January 2009 - January 2013
Continental Automotive Systems April 2008 - January 2012
Continental Automotive Systems September 2005 - January 2012
A.B. Heller, Inc. September 2004 - September 2005
Tecumseh Products Company June 2000 - June 2004
Skills
APQP, Engineering, SAP, Microsoft Office, SharePoint, MS Project, Manufacturing..., E Squared, Spanish, Excel, Word, PowerPoint, Lotus Notes, Change Management, DVPR, DRBFM, Profitability Tracking, Profitability..., Customer Relations, Budgets, Cross-functional Team..., Project Management, Program Management
Education
Kettering University 2000 — 2004
Bachelor of Science, Mechanical Engineering
Adam D. Rivard, CIM® Adam D. Rivard, CIM®'s Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
Laurentian University/Université Laurentienne
Honours Bachelor of Commerce and Computer Science
Canadian Securities Institute
Chartered Investment Manager
IFSE Institute
LLQP, Life License Qualification Program
Project Management Institute
PMP, Project Management Professional
Edward Jones
Education
Laurentian University/Université Laurentienne
Honours Bachelor of Commerce and Computer Science
Canadian Securities Institute
Chartered Investment Manager
IFSE Institute
LLQP, Life License Qualification Program
Project Management Institute
PMP, Project Management Professional
Anthony Lodovico's Edward Jones Experience March 2015 - Present
Job FACD at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Kapow Events May 2014 - August 2014
The Athlete’s Foot November 2011 - May 2014
Cog Hill Golf Club August 2006 - August 2010
Skills
Sales, Marketing, Teamwork, Social Media Marketing, Salesforce.com, Social Media, Leadership
Education
Lewis University 2010 — 2014
Social Media Marketing
Lockport Township Highschool 2006 — 2010
Edward Jones March 2015 - Present
Kapow Events May 2014 - August 2014
The Athlete’s Foot November 2011 - May 2014
Cog Hill Golf Club August 2006 - August 2010
Skills
Sales, Marketing, Teamwork, Social Media Marketing, Salesforce.com, Social Media, Leadership
Education
Lewis University 2010 — 2014
Social Media Marketing
Lockport Township Highschool 2006 — 2010
Paula Skoviera Paula Skoviera's Edward Jones Experience May 2014 - June 2015
Job Helping others connect their faith and finances to live more generously
Industry Financial Services
Experience
Thrivent Financial July 2015 - Present
Hosanna Lutheran Church March 2010 - Present
Edward Jones May 2014 - June 2015
Farmington Community Education September 2011 - May 2014
ISD 192 September 2009 - June 2011
TLC Early Learning Center September 2008 - March 2009
Northwestern Bookstore September 2007 - September 2008
South Metro Vineyard Church June 2006 - September 2007
Laurie Allen Realty September 2006 - November 2006
Taylor Academy (Home School) September 2004 - July 2006
Skills
Leadership, Training, Customer Service, Public Speaking, Management, Marketing, Team Building, Team Leadership, Teaching, Sales, Public Relations, Leadership Development, Event Planning, Worship Music, Church Events, Organizational..., Recruiting, Budgets, Strategic Planning, Marketing Strategy, Nonprofits, Events Coordination, Software Documentation, Software Project..., Computer Software..., Volunteer Recruiting, Volunteer Training, Program Evaluation, Organization Skills, Branding & Identity, Networking, Social Media, Microsoft Office, Presentations
Education
Lakehead University 1992 — 1996
Bachelor of, Education
Lakehead University 1992 — 1996
Bachelor of Arts, Geography
Thrivent Financial July 2015 - Present
Hosanna Lutheran Church March 2010 - Present
Edward Jones May 2014 - June 2015
Farmington Community Education September 2011 - May 2014
ISD 192 September 2009 - June 2011
TLC Early Learning Center September 2008 - March 2009
Northwestern Bookstore September 2007 - September 2008
South Metro Vineyard Church June 2006 - September 2007
Laurie Allen Realty September 2006 - November 2006
Taylor Academy (Home School) September 2004 - July 2006
Skills
Leadership, Training, Customer Service, Public Speaking, Management, Marketing, Team Building, Team Leadership, Teaching, Sales, Public Relations, Leadership Development, Event Planning, Worship Music, Church Events, Organizational..., Recruiting, Budgets, Strategic Planning, Marketing Strategy, Nonprofits, Events Coordination, Software Documentation, Software Project..., Computer Software..., Volunteer Recruiting, Volunteer Training, Program Evaluation, Organization Skills, Branding & Identity, Networking, Social Media, Microsoft Office, Presentations
Education
Lakehead University 1992 — 1996
Bachelor of, Education
Lakehead University 1992 — 1996
Bachelor of Arts, Geography
Seth Farris Seth Farris's Edward Jones Experience January 2005 - September 2007
Job Logistics Manager at Integrated Power Services
Industry Machinery
Experience
Integrated Power Services January 2015 - Present
Wilson Warehouse Co. of TX, Inc January 2008 - January 2015
Edward Jones January 2005 - September 2007
Lowe's of Port Arthur December 2003 - January 2005
Dillard's April 1998 - December 2003
Saltgrass Response Co., Inc October 1997 - April 1998
KJAC-TV4 (Now KBTV4) June 1996 - October 1997
Skills
Inventory Management, Customer Service, Management, Retail, Logistics, Microsoft Office, Finance, Transportation, Merchandising, Accounting, Sound, Photography
Education
Lamar University 1996 — 2003
BBA, Marketing
PN-G 1992 — 1996
Integrated Power Services January 2015 - Present
Wilson Warehouse Co. of TX, Inc January 2008 - January 2015
Edward Jones January 2005 - September 2007
Lowe's of Port Arthur December 2003 - January 2005
Dillard's April 1998 - December 2003
Saltgrass Response Co., Inc October 1997 - April 1998
KJAC-TV4 (Now KBTV4) June 1996 - October 1997
Skills
Inventory Management, Customer Service, Management, Retail, Logistics, Microsoft Office, Finance, Transportation, Merchandising, Accounting, Sound, Photography
Education
Lamar University 1996 — 2003
BBA, Marketing
PN-G 1992 — 1996
Tom Song Tom Song's Edward Jones Experience May 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Marshall Dennehey Warner Coleman & Goggin, P.C. June 2008 - June 2014
US Army August 2003 - May 2008
Education
University of Pittsburgh School of Law 1998 — 2001
Juris Doctorate, Law
Kutztown University of Pennsylvania 1994 — 1997
Bachelor of Science (B.S.), Psychology
Edward Jones May 2015 - Present
Marshall Dennehey Warner Coleman & Goggin, P.C. June 2008 - June 2014
US Army August 2003 - May 2008
Education
University of Pittsburgh School of Law 1998 — 2001
Juris Doctorate, Law
Kutztown University of Pennsylvania 1994 — 1997
Bachelor of Science (B.S.), Psychology
Joshua MacDonald Joshua MacDonald's Edward Jones Experience April 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2008 - Present
Skills
Investments, AAMS, Series 7, Retirement Planning, IRAs, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Fixed Annuities, Financial Advisory, 401k, Wealth, Estate Planning, Bonds, Securities, Wealth Management...
Education
Lake Superior State University 2002 — 2006
Bachelor of Science (BS), Forensic Chemistry
Edward Jones April 2008 - Present
Skills
Investments, AAMS, Series 7, Retirement Planning, IRAs, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Fixed Annuities, Financial Advisory, 401k, Wealth, Estate Planning, Bonds, Securities, Wealth Management...
Education
Lake Superior State University 2002 — 2006
Bachelor of Science (BS), Forensic Chemistry
Gary Clementson, CRPC Gary Clementson, CRPC's Edward Jones Experience July 2009 - April 2011
Job AVP Financial Solutions Advisor at Merrill Edge/Bank of America
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Principal Financial Group April 2011 - November 2012
Edward Jones July 2009 - April 2011
Citigroup January 2007 - March 2009
AIRECO Real Estate Corp January 2004 - January 2007
SGI Promotions, Inc June 1994 - January 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Portfolio Management, Wealth Management, Retirement, Estate Planning, Asset Managment, Series 7, 401k, IRAs, Financial Advisory, Uniform Combined State..., Series 63, Asset Allocation, Asset Management, Life Insurance, Financial Services, Finance, Mutual Funds, Mortgage Lending, Investment Advisory, Financial Planners, Commercial Banking, Wealth, Financial Planning, Series 6
Education
Adelphi University
Master of Arts (M.A.)
Leeds Metropolitan University
Bachelor of Education (B.Ed.)
Merrill Edge November 2012 - Present
Principal Financial Group April 2011 - November 2012
Edward Jones July 2009 - April 2011
Citigroup January 2007 - March 2009
AIRECO Real Estate Corp January 2004 - January 2007
SGI Promotions, Inc June 1994 - January 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Portfolio Management, Wealth Management, Retirement, Estate Planning, Asset Managment, Series 7, 401k, IRAs, Financial Advisory, Uniform Combined State..., Series 63, Asset Allocation, Asset Management, Life Insurance, Financial Services, Finance, Mutual Funds, Mortgage Lending, Investment Advisory, Financial Planners, Commercial Banking, Wealth, Financial Planning, Series 6
Education
Adelphi University
Master of Arts (M.A.)
Leeds Metropolitan University
Bachelor of Education (B.Ed.)
Dan Case's Edward Jones Experience October 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2000 - Present
Skills
401k Rollovers, Asset Allocation, Wealth Management, Cash Management
Education
Kettering University
Edward Jones October 2000 - Present
Skills
401k Rollovers, Asset Allocation, Wealth Management, Cash Management
Education
Kettering University
Michael R. Marsh Michael R. Marsh's Edward Jones Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Keuka College 2007 - 2011
Keuka 2007 - 2011
Penn Traffic June 2007 - December 2009
Skills
Securities, Public Speaking, Savings, Leadership, Financial Analysis
Education
Keuka College 2007 — 2011
Bachelor's degree, Mathematics
Keuka College 2007 — 2011
Bachelor's degree, Business Management concentrated in Accounting
Edward Jones July 2010 - Present
Keuka College 2007 - 2011
Keuka 2007 - 2011
Penn Traffic June 2007 - December 2009
Skills
Securities, Public Speaking, Savings, Leadership, Financial Analysis
Education
Keuka College 2007 — 2011
Bachelor's degree, Mathematics
Keuka College 2007 — 2011
Bachelor's degree, Business Management concentrated in Accounting
Jerrod Moore Jerrod Moore's Edward Jones Experience October 2010 - December 2013
Job Applications Recruiter at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems January 2014 - Present
Edward Jones October 2010 - December 2013
Skills
Recruiting, Consulting, Temporary Placement, Leadership, Information Technology, Staff Augmentation, Training, SDLC
Education
North Carolina State University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Lenoir-Rhyne University 2006 — 2007
Bachelor of Science (BS), Business Administration and Management, General
TEKsystems January 2014 - Present
Edward Jones October 2010 - December 2013
Skills
Recruiting, Consulting, Temporary Placement, Leadership, Information Technology, Staff Augmentation, Training, SDLC
Education
North Carolina State University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Lenoir-Rhyne University 2006 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Klay Heston Klay Heston's Edward Jones Experience July 2013 - August 2013
Job Financial Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Vanguard October 2013 - November 2013
Edward Jones July 2013 - August 2013
Greece Storm Youth Lacrosse January 2009 - January 2010
Skills
PowerPoint, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, Teamwork, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Team Leadership, Finance
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.8 Cumulative GPA
Aquinas Institute of Rochester 2007 — 2011
High School
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Vanguard October 2013 - November 2013
Edward Jones July 2013 - August 2013
Greece Storm Youth Lacrosse January 2009 - January 2010
Skills
PowerPoint, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, Teamwork, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Team Leadership, Finance
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.8 Cumulative GPA
Aquinas Institute of Rochester 2007 — 2011
High School
Lee Margerison Lee Margerison's Edward Jones Experience May 2001 - April 2006
Job LPL Registered Principal at Cornerstone Financial Services LLC
Industry Financial Services
Experience
Cornerstone Financial Services LLC April 2006 - Present
Edward Jones May 2001 - April 2006
Northwestern Mutual March 1997 - March 2001
Education
Widener University 1987 — 1990
Master of Business Administration (M.B.A.)
Lehigh University 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
Cornerstone Financial Services LLC April 2006 - Present
Edward Jones May 2001 - April 2006
Northwestern Mutual March 1997 - March 2001
Education
Widener University 1987 — 1990
Master of Business Administration (M.B.A.)
Lehigh University 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
Paul Prachar's Edward Jones Experience May 2011 - November 2011
Job At
Industry Construction
Experience
Phillips Contracting, Inc. July 2013 - Present
Prachar Enterprises, LLC February 2012 - Present
Self November 2011 - April 2012
Edward Jones May 2011 - November 2011
The Bridge Church January 2010 - May 2011
Agape Flights July 2008 - September 2009
Cedar Rapids Police July 1994 - May 2008
Jackson County Department of Corrections February 1993 - July 1994
Education
William Jewell College 1990 — 1992
BA, Psychology
Kirkwood Community College 1988 — 1990
AA
Washington Senior High School 1984 — 1987
Phillips Contracting, Inc. July 2013 - Present
Prachar Enterprises, LLC February 2012 - Present
Self November 2011 - April 2012
Edward Jones May 2011 - November 2011
The Bridge Church January 2010 - May 2011
Agape Flights July 2008 - September 2009
Cedar Rapids Police July 1994 - May 2008
Jackson County Department of Corrections February 1993 - July 1994
Education
William Jewell College 1990 — 1992
BA, Psychology
Kirkwood Community College 1988 — 1990
AA
Washington Senior High School 1984 — 1987
Jeff Kingsbury Jeff Kingsbury's Edward Jones Experience 2012 - December 2012
Job Insurance Specialist at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance December 2012 - Present
Edward Jones 2012 - December 2012
AT&T Mobility September 2010 - December 2011
AT&T Mobility January 2009 - September 2010
AT&T Mobility May 2008 - January 2009
AT&T July 2007 - May 2008
Penske Truck Rental January 2006 - July 2007
Skills
401k Rollovers, Stocks, Bonds, Strategic Financial..., Education Funding, Executive Benefit..., Fixed Income, Series 7, Series 66, Wealth Management, Fixed Annuities, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Roth IRA, IRAs, Insurance, Customer Satisfaction
Education
Lansing Community College
Business Administration; a General Associates and an associate degree, Business Administration
St Johns High School
High School diploma
State Farm Insurance December 2012 - Present
Edward Jones 2012 - December 2012
AT&T Mobility September 2010 - December 2011
AT&T Mobility January 2009 - September 2010
AT&T Mobility May 2008 - January 2009
AT&T July 2007 - May 2008
Penske Truck Rental January 2006 - July 2007
Skills
401k Rollovers, Stocks, Bonds, Strategic Financial..., Education Funding, Executive Benefit..., Fixed Income, Series 7, Series 66, Wealth Management, Fixed Annuities, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Roth IRA, IRAs, Insurance, Customer Satisfaction
Education
Lansing Community College
Business Administration; a General Associates and an associate degree, Business Administration
St Johns High School
High School diploma
Greg Wilton Greg Wilton's Edward Jones Experience June 2015 - Present
Job Senior Learning Strategist
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Monsanto April 2011 - May 2015
Coventry Health Care September 2008 - December 2012
Fingerprint Creative Media 2000 - 2010
American Optometric Association October 2002 - September 2008
Natalie J. Pelafos Photography 1997 - 2002
Skills
CSS, Captivate, E-Learning, HTML, Marketing, Newsletters, Management, SharePoint, Training, Web Design, Public Speaking, Content Management, Marketing Communications
Education
Kenyon College 1993 — 1997
Bachelor of Arts (B.A.), Honors History
Tech Workers Boot Camp, Southern Illinois University
Edward Jones June 2015 - Present
Monsanto April 2011 - May 2015
Coventry Health Care September 2008 - December 2012
Fingerprint Creative Media 2000 - 2010
American Optometric Association October 2002 - September 2008
Natalie J. Pelafos Photography 1997 - 2002
Skills
CSS, Captivate, E-Learning, HTML, Marketing, Newsletters, Management, SharePoint, Training, Web Design, Public Speaking, Content Management, Marketing Communications
Education
Kenyon College 1993 — 1997
Bachelor of Arts (B.A.), Honors History
Tech Workers Boot Camp, Southern Illinois University
Karen Weible Karen Weible's Edward Jones Experience 2006 - 2010
Job Financial Planner and Advisor at SagePoint Financial, CDFA™
Industry Financial Services
Experience
SagePoint Financial October 2010 - Present
Edward Jones 2006 - 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Investments, Financial Advisory, Estate Planning, Series 7, Investment Strategies, Asset Allocation, Insurance, Long Term Care Insurance, Divorce Financial..., Financial Planning, Public Speaking
Education
Institute for Divorce Financial Analysts
CDFA
Lewis and Clark Community College
SagePoint Financial October 2010 - Present
Edward Jones 2006 - 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Investments, Financial Advisory, Estate Planning, Series 7, Investment Strategies, Asset Allocation, Insurance, Long Term Care Insurance, Divorce Financial..., Financial Planning, Public Speaking
Education
Institute for Divorce Financial Analysts
CDFA
Lewis and Clark Community College
Jon Weidner Jon Weidner's Edward Jones Experience January 2002 - March 2004
Job Urology Practice Consultant at Allergan
Industry Biotechnology
Experience
Allergan November 2014 - Present
Allergan September 2011 - November 2014
USWorldMeds January 2011 - September 2011
Allergan Pharmaceuticals March 2009 - December 2010
Allergan November 2007 - February 2009
Allergan Urologics October 2007 - November 2007
Esprit Pharma January 2006 - October 2007
Ventiv Pharmaceuticals August 2005 - December 2005
Odyssey Pharmaceuticals June 2004 - July 2005
Edward Jones January 2002 - March 2004
Skills
Urology, Pharmaceutical Sales, Cardiology, Neurology, Product Launch, Hospital Sales, Sales, Sales Effectiveness, Managed Care, OB/GYN, Medical Devices, Biotechnology, Sales Force Development, Sales Operations
Education
Lamar University 1997 — 2001
BBA, Marketing
Allergan November 2014 - Present
Allergan September 2011 - November 2014
USWorldMeds January 2011 - September 2011
Allergan Pharmaceuticals March 2009 - December 2010
Allergan November 2007 - February 2009
Allergan Urologics October 2007 - November 2007
Esprit Pharma January 2006 - October 2007
Ventiv Pharmaceuticals August 2005 - December 2005
Odyssey Pharmaceuticals June 2004 - July 2005
Edward Jones January 2002 - March 2004
Skills
Urology, Pharmaceutical Sales, Cardiology, Neurology, Product Launch, Hospital Sales, Sales, Sales Effectiveness, Managed Care, OB/GYN, Medical Devices, Biotechnology, Sales Force Development, Sales Operations
Education
Lamar University 1997 — 2001
BBA, Marketing
Tammy Rentschler's Edward Jones Experience December 2000 - August 2011
Job Contract Specialist at HSHS at St. Anthony's Memorial Hospital
Industry Hospital & Health Care
Experience
State Farm Insurance January 2014 - January 2015
Custom Fit Financial November 2011 - January 2014
Edward Jones December 2000 - August 2011
Skills
Banking, Insurance, Wealth Management, Licensed Property &..., Life & Health Insurance..., CRM, Marketing, Retirement Planning, Life Insurance, Fixed Annuities, Advertising, Disability Insurance, Mutual Funds, Health Insurance, Strategic Financial..., Financial Advisory, Term Life Insurance, Microsoft Office, Microsoft Excel
Education
Lake Land College
A.A.S., Data Processing
State Farm Insurance January 2014 - January 2015
Custom Fit Financial November 2011 - January 2014
Edward Jones December 2000 - August 2011
Skills
Banking, Insurance, Wealth Management, Licensed Property &..., Life & Health Insurance..., CRM, Marketing, Retirement Planning, Life Insurance, Fixed Annuities, Advertising, Disability Insurance, Mutual Funds, Health Insurance, Strategic Financial..., Financial Advisory, Term Life Insurance, Microsoft Office, Microsoft Excel
Education
Lake Land College
A.A.S., Data Processing
Brian Gregorek's Edward Jones Experience November 2009 - July 2012
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
Buckingham FAMILY of Financial Services July 2012 - Present
Edward Jones November 2009 - July 2012
Lord, Abbett & Co. LLC June 2001 - May 2009
Education
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Economics & Business
Bethlehem Catholic High School 1993 — 1997
Buckingham FAMILY of Financial Services July 2012 - Present
Edward Jones November 2009 - July 2012
Lord, Abbett & Co. LLC June 2001 - May 2009
Education
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Economics & Business
Bethlehem Catholic High School 1993 — 1997
Bob Worrill's Edward Jones Experience March 2005 - March 2006
Job Warehousing/Logistics Professional
Industry Warehousing
Experience
Exel Direct 2012 - 2012
Lancer Corporation November 2009 - October 2011
Cregger Co. Inc. April 2007 - February 2008
Lowe's Regional Distribution Center March 2006 - April 2007
Lowe's Regional Distribution Center 2006 - 2007
Edward Jones March 2005 - March 2006
Kmart Corporation June 1990 - March 2005
Education
Lander University 1978 — 1981
Bachelor of Science, Business
Exel Direct 2012 - 2012
Lancer Corporation November 2009 - October 2011
Cregger Co. Inc. April 2007 - February 2008
Lowe's Regional Distribution Center March 2006 - April 2007
Lowe's Regional Distribution Center 2006 - 2007
Edward Jones March 2005 - March 2006
Kmart Corporation June 1990 - March 2005
Education
Lander University 1978 — 1981
Bachelor of Science, Business
David Teasley's Edward Jones Experience 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2006 - Present
Education
Kettering University 1991 — 1995
Edward Jones 2006 - Present
Education
Kettering University 1991 — 1995
Gail Willmore's Edward Jones Experience January 2010 - October 2010
Job Gail Willmore Interiors Principal
Industry Design
Experience
Gail Willmore Interiors October 2012 - Present
Beautycounter June 2013 - Present
Arbonne International August 2012 - May 2013
lululemon athletica February 2010 - July 2011
Edward Jones January 2010 - October 2010
Landmark Education 2005 - September 2010
Home Loans April 2004 - May 2005
Mortgage Lenders Network August 2002 - April 2004
Landmark Education Corporation April 2001 - August 2002
Novartis January 1996 - March 2001
Skills
Teamwork, Personnel Management, Profit, Merchandising, System Administration, Prime, Public Speaking, Strategic Planning, Recruiting, Workshop Facilitation, Social Networking, Executive Coaching, Fundraising, Organizational..., CRM, Management, Marketing Strategy, Strategy, Social Media Marketing, Social Media, Customer Service, Business Planning, Event Planning, Management Consulting, Performance Management, Nutrition, Business Strategy, Public Relations, Nonprofits, Change Management, Time Management, Finance, Employee Training, Life Coaching, Start-ups
Education
SCC 2012 — 2014
Associate of Arts (A.A.), Interior Design
Landmark Education 1999 — 2010
Seminar Leader Program Leader, Personal Awareness and Self-Improvement
University of West Florida - College of Business 1989 — 1993
Bachelor's of Science in Business Administration, Marketing
Gail Willmore Interiors October 2012 - Present
Beautycounter June 2013 - Present
Arbonne International August 2012 - May 2013
lululemon athletica February 2010 - July 2011
Edward Jones January 2010 - October 2010
Landmark Education 2005 - September 2010
Home Loans April 2004 - May 2005
Mortgage Lenders Network August 2002 - April 2004
Landmark Education Corporation April 2001 - August 2002
Novartis January 1996 - March 2001
Skills
Teamwork, Personnel Management, Profit, Merchandising, System Administration, Prime, Public Speaking, Strategic Planning, Recruiting, Workshop Facilitation, Social Networking, Executive Coaching, Fundraising, Organizational..., CRM, Management, Marketing Strategy, Strategy, Social Media Marketing, Social Media, Customer Service, Business Planning, Event Planning, Management Consulting, Performance Management, Nutrition, Business Strategy, Public Relations, Nonprofits, Change Management, Time Management, Finance, Employee Training, Life Coaching, Start-ups
Education
SCC 2012 — 2014
Associate of Arts (A.A.), Interior Design
Landmark Education 1999 — 2010
Seminar Leader Program Leader, Personal Awareness and Self-Improvement
University of West Florida - College of Business 1989 — 1993
Bachelor's of Science in Business Administration, Marketing
Carrie Lee's Edward Jones Experience September 2010 - January 2011
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation December 2014 - Present
Pension Partners, LLC September 2012 - June 2014
FiOS1 News February 2011 - February 2012
Edward Jones September 2010 - January 2011
Thomson Reuters January 2009 - September 2010
Time Warner December 2001 - December 2008
CNBC September 2000 - December 2001
Dow Jones January 1998 - September 2000
SmartMoney Magazine 1996 - 1998
Education
New York University 1994 — 1995
MA, journalism
Lafayette College 1985 — 1989
BA, Economics and Business, English minor
E*TRADE Financial Corporation December 2014 - Present
Pension Partners, LLC September 2012 - June 2014
FiOS1 News February 2011 - February 2012
Edward Jones September 2010 - January 2011
Thomson Reuters January 2009 - September 2010
Time Warner December 2001 - December 2008
CNBC September 2000 - December 2001
Dow Jones January 1998 - September 2000
SmartMoney Magazine 1996 - 1998
Education
New York University 1994 — 1995
MA, journalism
Lafayette College 1985 — 1989
BA, Economics and Business, English minor
Suzanna Stroganova's Edward Jones Experience July 2014 - Present
Job Retirement Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Edward Jones February 2013 - July 2014
ACLU January 2012 - April 2012
Kellwood Company January 2012 - April 2012
United States District Court for the Southern District of Illinois August 2011 - November 2011
The Law Offices of Kevin J. Dolley July 2011 - August 2011
Law Offices of Fehlig & Fehlig Tatum June 2011 - August 2011
1st Choice Courier and Distribution June 2009 - August 2009
Kenyon College August 2006 - May 2009
Skills
Legal Research, Legal Writing, Research, Policy Analysis, Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel, PowerPoint, Microsoft Publisher, Westlaw, LexisNexis, Adobe Photoshop, Microsoft Office
Education
Saint Louis University School of Law 2009 — 2012
J.D.
Kenyon College 2005 — 2009
B.A., Economics
Edward Jones July 2014 - Present
Edward Jones February 2013 - July 2014
ACLU January 2012 - April 2012
Kellwood Company January 2012 - April 2012
United States District Court for the Southern District of Illinois August 2011 - November 2011
The Law Offices of Kevin J. Dolley July 2011 - August 2011
Law Offices of Fehlig & Fehlig Tatum June 2011 - August 2011
1st Choice Courier and Distribution June 2009 - August 2009
Kenyon College August 2006 - May 2009
Skills
Legal Research, Legal Writing, Research, Policy Analysis, Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel, PowerPoint, Microsoft Publisher, Westlaw, LexisNexis, Adobe Photoshop, Microsoft Office
Education
Saint Louis University School of Law 2009 — 2012
J.D.
Kenyon College 2005 — 2009
B.A., Economics
Dawn Fuhrman's Edward Jones Experience September 2012 - Present
Job Quality/Statistics Professional
Industry Automotive
Experience
Edward Jones September 2012 - Present
Ford Motor Company 1999 - 2007
Skills
PPAP, FMEA, Public Speaking, Customer Service, Strategic Planning, Management, Sales, Project Management, Team Building, Microsoft Excel, Marketing, Sales Management, Process Improvement
Education
Oakland University 1997 — 1999
Master's degree, Applied Statistics
Kettering University 1990 — 1995
Bachelor of Applied Science (BASc), Applied Mathematics
Edward Jones September 2012 - Present
Ford Motor Company 1999 - 2007
Skills
PPAP, FMEA, Public Speaking, Customer Service, Strategic Planning, Management, Sales, Project Management, Team Building, Microsoft Excel, Marketing, Sales Management, Process Improvement
Education
Oakland University 1997 — 1999
Master's degree, Applied Statistics
Kettering University 1990 — 1995
Bachelor of Applied Science (BASc), Applied Mathematics
Donna Perryman's Edward Jones Experience 2006 - 2009
Job Assistant Account Manager, LicenseLogix
Industry Retail
Experience
LicenseLogix March 2015 - Present
Walmart 2014 - Present
Candid Leadership, Inc. 2012 - Present
Walmart January 2009 - July 2014
Edward Jones 2006 - 2009
Sogno Inc. 2004 - 2006
City of Bentonville 2003 - 2006
Skills
Customer Service, Leadership, Time Management, Budgets, Team Building, Sales, Outlook, Data Entry, Marketing, Microsoft Excel, Licensing, Payroll
Education
Le Moyne College 1981 — 1985
B.S.B.A., Business
LicenseLogix March 2015 - Present
Walmart 2014 - Present
Candid Leadership, Inc. 2012 - Present
Walmart January 2009 - July 2014
Edward Jones 2006 - 2009
Sogno Inc. 2004 - 2006
City of Bentonville 2003 - 2006
Skills
Customer Service, Leadership, Time Management, Budgets, Team Building, Sales, Outlook, Data Entry, Marketing, Microsoft Excel, Licensing, Payroll
Education
Le Moyne College 1981 — 1985
B.S.B.A., Business
Vicente Arguello's Edward Jones Experience June 2006 - August 2006
Job Senior Associate at KPMG
Industry International Affairs
Experience
KPMG June 2014 - Present
Economic Consulting Services January 2011 - Present
Economic Consulting Services August 2009 - Present
Sodexho June 2007 - September 2007
Edward Jones June 2006 - August 2006
Foundation for Economic Education June 2005 - August 2005
Education
Lafayette College 2004 — 2008
BA, Economics and Business
KPMG June 2014 - Present
Economic Consulting Services January 2011 - Present
Economic Consulting Services August 2009 - Present
Sodexho June 2007 - September 2007
Edward Jones June 2006 - August 2006
Foundation for Economic Education June 2005 - August 2005
Education
Lafayette College 2004 — 2008
BA, Economics and Business
Carrie Webster's Edward Jones Experience June 2012 - Present
Job On Call Branch Office Administrator at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones June 2012 - Present
Food Lion & Lowe's Food May 2009 - June 2012
State of Michigan 1994 - 2008
First Bank 1976 - 1989
Skills
Servers, DNS, Computer Hardware, Technical Support, Hardware, Training, Networking, Disaster Recovery, Process Improvement, IT Management, Customer Service, TCP/IP
Education
Lansing Community College 1996 — 2002
Associate, Business - Microcomputer Systems
Edward Jones June 2012 - Present
Food Lion & Lowe's Food May 2009 - June 2012
State of Michigan 1994 - 2008
First Bank 1976 - 1989
Skills
Servers, DNS, Computer Hardware, Technical Support, Hardware, Training, Networking, Disaster Recovery, Process Improvement, IT Management, Customer Service, TCP/IP
Education
Lansing Community College 1996 — 2002
Associate, Business - Microcomputer Systems
Danette Szakaly's Edward Jones Experience 2003 - 2004
Job Revenue Management at Tui Marine
Industry Leisure, Travel & Tourism
Experience
Tui Marine February 2014 - Present
Raymond James Financial Inc. July 2006 - June 2013
Raymond James Financial Inc. March 2005 - July 2006
Edward Jones 2003 - 2004
Public School Systems 2000 - 2003
Skills
Series 7, Series 63, Mutual Funds, Investment Advisory, Securities, Investments, Asset Allocation, Investment Strategies, Analysis, Portfolio Management, Life Insurance, Microsoft Excel, Process Improvement, Financial Services, Due Diligence, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2009 — 2011
MBA
Kutztown University of Pennsylvania 1998 — 2000
BS, Education
Tui Marine February 2014 - Present
Raymond James Financial Inc. July 2006 - June 2013
Raymond James Financial Inc. March 2005 - July 2006
Edward Jones 2003 - 2004
Public School Systems 2000 - 2003
Skills
Series 7, Series 63, Mutual Funds, Investment Advisory, Securities, Investments, Asset Allocation, Investment Strategies, Analysis, Portfolio Management, Life Insurance, Microsoft Excel, Process Improvement, Financial Services, Due Diligence, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2009 — 2011
MBA
Kutztown University of Pennsylvania 1998 — 2000
BS, Education
Jessica Varney's Edward Jones Experience January 2014 - April 2014
Job Operations
Industry Banking
Experience
Union County High School April 2015 - Present
United Community Bank June 2014 - April 2015
Edward Jones January 2014 - April 2014
Paychex June 2011 - December 2013
ADP October 2010 - May 2011
Cintas October 2005 - October 2010
Moses Honda - Volkswagen November 2004 - October 2005
Skills
Cold Calling, Sales Process, Salesforce.com, Account Management, Sales, Customer Retention, Telemarketing, Employee Benefits, Sales Presentations, B2B
Education
King University 1998 — 2002
B.A., Youth Ministries
Union County High School April 2015 - Present
United Community Bank June 2014 - April 2015
Edward Jones January 2014 - April 2014
Paychex June 2011 - December 2013
ADP October 2010 - May 2011
Cintas October 2005 - October 2010
Moses Honda - Volkswagen November 2004 - October 2005
Skills
Cold Calling, Sales Process, Salesforce.com, Account Management, Sales, Customer Retention, Telemarketing, Employee Benefits, Sales Presentations, B2B
Education
King University 1998 — 2002
B.A., Youth Ministries
Sai Tumuluru's Edward Jones Experience July 2004 - Present
Job Strategic Leader with an MBA
Industry Financial Services
Experience
Edward Jones July 2004 - Present
Comsys July 1999 - July 2004
Gulf Computers 1997 - 1998
Skills
Technical Leadership, System Architecture, Big Data, Business Analysis, Integration, Strategy, Program Management, SOA, Enterprise Architecture, Process Improvement, Business Process..., Project Management, Requirements Gathering, Oracle, Cross-functional Team..., Enterprise Risk..., Team Development and..., J2EE Web Services, Requirements Analysis, SDLC, Mainframe, PeopleSoft, SQL, Business Intelligence, Agile and Waterfall..., Web Content Management, Web Services, Leadership, Software Project..., Management, Agile Methodologies, Vendor Management
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Executive Education
Kuvempu Vishwavidyanilaya 1990 — 1995
Bachelor of Engineering, Computer Science
Edward Jones July 2004 - Present
Comsys July 1999 - July 2004
Gulf Computers 1997 - 1998
Skills
Technical Leadership, System Architecture, Big Data, Business Analysis, Integration, Strategy, Program Management, SOA, Enterprise Architecture, Process Improvement, Business Process..., Project Management, Requirements Gathering, Oracle, Cross-functional Team..., Enterprise Risk..., Team Development and..., J2EE Web Services, Requirements Analysis, SDLC, Mainframe, PeopleSoft, SQL, Business Intelligence, Agile and Waterfall..., Web Content Management, Web Services, Leadership, Software Project..., Management, Agile Methodologies, Vendor Management
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Executive Education
Kuvempu Vishwavidyanilaya 1990 — 1995
Bachelor of Engineering, Computer Science
Lan Shaw's Edward Jones Experience September 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
APL Logistics May 1999 - August 2007
Skills
Strategic Planning, Investments, Portfolio Management, Small Business, Customer Service, Leadership, Management, Public Speaking, Team Building
Education
Lancaster University 1997 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Edward Jones September 2007 - Present
APL Logistics May 1999 - August 2007
Skills
Strategic Planning, Investments, Portfolio Management, Small Business, Customer Service, Leadership, Management, Public Speaking, Team Building
Education
Lancaster University 1997 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dan Hayley's Edward Jones Experience July 1999 - March 2006
Job Owner, Hayley Financial Services
Industry Financial Services
Experience
Hayley Financial Services June 2007 - Present
Edward Jones July 1999 - March 2006
Hayley Tools March 1986 - June 1998
American Insulation & Windows June 1982 - September 1985
Baker Hughes March 1980 - May 1982
FMC Corporation March 1972 - March 1980
General Motors June 1970 - February 1972
Education
Kettering University 1965 — 1970
BSIE, Industrial Engineering
Hayley Financial Services June 2007 - Present
Edward Jones July 1999 - March 2006
Hayley Tools March 1986 - June 1998
American Insulation & Windows June 1982 - September 1985
Baker Hughes March 1980 - May 1982
FMC Corporation March 1972 - March 1980
General Motors June 1970 - February 1972
Education
Kettering University 1965 — 1970
BSIE, Industrial Engineering
E. Peter Addison's Edward Jones Experience May 2007 - August 2008
Job Business Professional
Industry Financial Services
Experience
Humana MarketPOINT, Inc. May 2009 - Present
Edward Jones May 2007 - August 2008
MD Anderson Cancer Center November 2004 - January 2007
City of Houston Attorney's Office July 1998 - November 2004
Skills
Business Strategy, Investments, Market Research, Portfolio Management, Business Process..., Medicare, Health Insurance, Economics, Customer Service, Finance, Financial Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Leadership, Life Insurance, Long-term Care, Marketing Strategy, Mutual Funds, Retirement, Strategic Planning
Education
UOP, Houston, TX 2004 — 2006
Master of Business Administration (MBA), Global Management
Center for Advanced Legal Studies 1997 — 1998
Paralegal Certificate, Paralegal Studies
Lagos State University 1987 — 1990
Bachelor of Arts (B.A.), English & Communication
Humana MarketPOINT, Inc. May 2009 - Present
Edward Jones May 2007 - August 2008
MD Anderson Cancer Center November 2004 - January 2007
City of Houston Attorney's Office July 1998 - November 2004
Skills
Business Strategy, Investments, Market Research, Portfolio Management, Business Process..., Medicare, Health Insurance, Economics, Customer Service, Finance, Financial Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Leadership, Life Insurance, Long-term Care, Marketing Strategy, Mutual Funds, Retirement, Strategic Planning
Education
UOP, Houston, TX 2004 — 2006
Master of Business Administration (MBA), Global Management
Center for Advanced Legal Studies 1997 — 1998
Paralegal Certificate, Paralegal Studies
Lagos State University 1987 — 1990
Bachelor of Arts (B.A.), English & Communication
Jon Pinsky's Edward Jones Experience 2000 - 2004
Job Premier Banker
Industry Financial Services
Experience
Citizens Bank March 2010 - Present
Mass Mutual 2005 - 2007
Mass Mutual 2005 - 2007
edward Jones 2000 - 2004
JB Hanauer 1997 - 2003
jb hanauer 1997 - 2002
Halpert & Co 1996 - 2001
jb hanauer 1996 - 2000
Skills
Banking, Finance, Financial Services, Time Management, Portfolio Management, Investments, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Retail Banking, Series 63, Credit Analysis, Wealth Management
Education
Kutztown University of Pennsylvania 1985 — 1990
Citizens Bank March 2010 - Present
Mass Mutual 2005 - 2007
Mass Mutual 2005 - 2007
edward Jones 2000 - 2004
JB Hanauer 1997 - 2003
jb hanauer 1997 - 2002
Halpert & Co 1996 - 2001
jb hanauer 1996 - 2000
Skills
Banking, Finance, Financial Services, Time Management, Portfolio Management, Investments, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Retail Banking, Series 63, Credit Analysis, Wealth Management
Education
Kutztown University of Pennsylvania 1985 — 1990
Kathy Santerre's Edward Jones Experience December 2013 - Present
Job Customer Support Engineer at BCS Systems
Industry Airlines/Aviation
Experience
Edward Jones December 2013 - Present
UT Health Science Center at Houston December 2011 - Present
UT Physicians July 2009 - December 2011
Electronic Data Systems March 1988 - March 2009
Skills
SCOM, Patch Management, IT Outsourcing, Virtualization, HP, Windows Server, Disaster Recovery, Servers, System Administration, ITIL, Network Security, Operating Systems, Microsoft Exchange, Vendor Management, Network Administration, Firewalls, Server Architecture, IT Service Management, VPN, Windows 7, SCCM, Troubleshooting, DHCP, Hardware, Data Center, XP, SAN, Security, IT Operations, DNS, Integration, VMware, Technical Support, Active Directory, Cloud Computing, Service Delivery, Storage, SharePoint, Cisco Technologies, IT Management, Microsoft Certified..., Business Continuity, Windows, Switches, Citrix, VMware ESX
Education
Lamar University
BBA, Management and Marketing
Edward Jones December 2013 - Present
UT Health Science Center at Houston December 2011 - Present
UT Physicians July 2009 - December 2011
Electronic Data Systems March 1988 - March 2009
Skills
SCOM, Patch Management, IT Outsourcing, Virtualization, HP, Windows Server, Disaster Recovery, Servers, System Administration, ITIL, Network Security, Operating Systems, Microsoft Exchange, Vendor Management, Network Administration, Firewalls, Server Architecture, IT Service Management, VPN, Windows 7, SCCM, Troubleshooting, DHCP, Hardware, Data Center, XP, SAN, Security, IT Operations, DNS, Integration, VMware, Technical Support, Active Directory, Cloud Computing, Service Delivery, Storage, SharePoint, Cisco Technologies, IT Management, Microsoft Certified..., Business Continuity, Windows, Switches, Citrix, VMware ESX
Education
Lamar University
BBA, Management and Marketing
johnetta carver's Edward Jones Experience December 2003 - September 2014
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2003 - September 2014
Skills
Leadership, Customer Service, Strategic Planning, Project Management, Microsoft Office, Custom, Change Management, Leadership Development, Public Speaking, Event Planning, Program Management, Budgets, Team Building, Coaching, Management, Public Relations, Process Improvement
Education
Lane College
Bachelor of Science (BS)
Lane College
Bachelor's degree, Business Administration and Management, General
Edward Jones December 2003 - September 2014
Skills
Leadership, Customer Service, Strategic Planning, Project Management, Microsoft Office, Custom, Change Management, Leadership Development, Public Speaking, Event Planning, Program Management, Budgets, Team Building, Coaching, Management, Public Relations, Process Improvement
Education
Lane College
Bachelor of Science (BS)
Lane College
Bachelor's degree, Business Administration and Management, General
Sheldon Clark's Edward Jones Experience June 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2004 - Present
Skills
Investments, Retirement Planning, Customer Service, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Financial Services
Education
International School of Kuala Lumpur, Malaysia
High School
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.)
Oregon State University
Bachelor's Degree, Microbiology, General
Edward Jones June 2004 - Present
Skills
Investments, Retirement Planning, Customer Service, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Financial Services
Education
International School of Kuala Lumpur, Malaysia
High School
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.)
Oregon State University
Bachelor's Degree, Microbiology, General
Stephen E.S. Romine's Edward Jones Experience September 2004 - February 2006
Job Consumer Services Manager ECOM/Warranty/Social Media at BRG Sports
Industry Telecommunications
Experience
BRG Sports March 2012 - Present
StarTek December 2007 - March 2012
StarTek July 2007 - December 2007
StarTek June 2006 - June 2007
Edward Jones September 2004 - February 2006
Skills
Call Center, Workforce Management, Customer Satisfaction, Customer Service, Coaching, Call Control, Program Management, Inventory Management, Sales Management, Performance Management, Performance Improvement, Performance Measurement, RTA, eWFM, Verint, CMS Supervisor, Microsoft Office, Leadership, Call Centers, Process Improvement, Sales, Team Management, Software Documentation, Six Sigma, Recruiting
Education
Southern Illinois University, Edwardsville 2001 — 2004
Bachelors, Psychology
Lake Land College 2000 — 2001
Associate's degree, General Studies
BRG Sports March 2012 - Present
StarTek December 2007 - March 2012
StarTek July 2007 - December 2007
StarTek June 2006 - June 2007
Edward Jones September 2004 - February 2006
Skills
Call Center, Workforce Management, Customer Satisfaction, Customer Service, Coaching, Call Control, Program Management, Inventory Management, Sales Management, Performance Management, Performance Improvement, Performance Measurement, RTA, eWFM, Verint, CMS Supervisor, Microsoft Office, Leadership, Call Centers, Process Improvement, Sales, Team Management, Software Documentation, Six Sigma, Recruiting
Education
Southern Illinois University, Edwardsville 2001 — 2004
Bachelors, Psychology
Lake Land College 2000 — 2001
Associate's degree, General Studies
Elton Zhang's Edward Jones Experience June 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Skills
Series 7, Mutual Funds, Retirement Planning
Education
The University of British Columbia 2009 — 2010
DAP, Accounting
Kwantlen Polytechnic University
Lakehead University
Edward Jones June 2011 - Present
Skills
Series 7, Mutual Funds, Retirement Planning
Education
The University of British Columbia 2009 — 2010
DAP, Accounting
Kwantlen Polytechnic University
Lakehead University
Patrick French's Edward Jones Experience April 2013 - Present
Job Director, Financial and Retirement Planning and Equity and Fixed Income Marketing at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2013 - Present
BMO Nesbitt Burns 2011 - Present
BMO Nesbitt Burns 2007 - 2011
BMO Nesbitt Burns 2006 - 2007
BMO Nesbitt Burns 2003 - 2006
BMO Nesbitt Burns 2002 - 2003
BMO Nesbitt Burns 2000 - 2002
Synergy Mutual Funds January 2000 - July 2000
BMO Nesbitt Burns 1997 - 2000
Skills
Investments, Investment Advisory, Retirement, Wealth Management, Mutual Funds, ETFs, Investment Strategies, Wealth, Securities, Asset Management, Asset Allocation, Capital Markets, Portfolio Management, Structured Products, Alternative Investments, Investment Management, Retirement Planning, Fixed Income, Finance, Financial Advisory, Bonds, Financial Services
Education
Lakehead University 1993 — 1997
HB Comm, Commerce
Edward Jones April 2013 - Present
BMO Nesbitt Burns 2011 - Present
BMO Nesbitt Burns 2007 - 2011
BMO Nesbitt Burns 2006 - 2007
BMO Nesbitt Burns 2003 - 2006
BMO Nesbitt Burns 2002 - 2003
BMO Nesbitt Burns 2000 - 2002
Synergy Mutual Funds January 2000 - July 2000
BMO Nesbitt Burns 1997 - 2000
Skills
Investments, Investment Advisory, Retirement, Wealth Management, Mutual Funds, ETFs, Investment Strategies, Wealth, Securities, Asset Management, Asset Allocation, Capital Markets, Portfolio Management, Structured Products, Alternative Investments, Investment Management, Retirement Planning, Fixed Income, Finance, Financial Advisory, Bonds, Financial Services
Education
Lakehead University 1993 — 1997
HB Comm, Commerce
Kyle Hickok's Edward Jones Experience August 2011 - Present
Job Principal, Advanced Branch Training at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Edward Jones September 2006 - August 2011
Education
Wright State University
Master of Business Administration (M.B.A.), Finance
Kenyon College 1977 — 1981
AB, Physics
Edward Jones August 2011 - Present
Edward Jones September 2006 - August 2011
Education
Wright State University
Master of Business Administration (M.B.A.), Finance
Kenyon College 1977 — 1981
AB, Physics
Daniel P. Kuczero's Edward Jones Experience November 2005 - August 2010
Job Financial Advisor at T2 Asset Management
Industry Financial Services
Experience
T2 Asset Management May 2015 - Present
Upstream Investment Partners, LLC August 2012 - May 2015
Merrill Lynch August 2010 - June 2012
Edward Jones November 2005 - August 2010
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Investment Strategies, Wealth Management
Education
Purdue University 1995 — 1996
Lakeland College 1991 — 1995
Bachelor of Arts, Biology & Chemistry
T2 Asset Management May 2015 - Present
Upstream Investment Partners, LLC August 2012 - May 2015
Merrill Lynch August 2010 - June 2012
Edward Jones November 2005 - August 2010
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Investment Strategies, Wealth Management
Education
Purdue University 1995 — 1996
Lakeland College 1991 — 1995
Bachelor of Arts, Biology & Chemistry
Bob Gluting's Edward Jones Experience 2009 - June 2012
Job Enterprise Content Management Sales Specialist at IBM
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM February 2015 - July 2015
IBM September 2014 - February 2015
IBM June 2012 - September 2014
Edward Jones 2009 - June 2012
Tribune Company 1998 - 2009
Skills
Strategic Planning, Financial Analysis, Business Relationship..., Account Management, CRM, Leadership, Strategy, Analytics, Management, Marketing, Enterprise Software, Business Intelligence, Sales, Salesforce.com, Retirement Planning, Analysis, Forecasting, SaaS, Cloud Computing, Solution Selling, Sales Process, Business Development
Education
Knox College 1994 — 1998
Bachelor of Science (BS), Economics
Universitat de Barcelona 1996 — 1997
Romeoville High School 1990 — 1994
IBM July 2015 - Present
IBM February 2015 - July 2015
IBM September 2014 - February 2015
IBM June 2012 - September 2014
Edward Jones 2009 - June 2012
Tribune Company 1998 - 2009
Skills
Strategic Planning, Financial Analysis, Business Relationship..., Account Management, CRM, Leadership, Strategy, Analytics, Management, Marketing, Enterprise Software, Business Intelligence, Sales, Salesforce.com, Retirement Planning, Analysis, Forecasting, SaaS, Cloud Computing, Solution Selling, Sales Process, Business Development
Education
Knox College 1994 — 1998
Bachelor of Science (BS), Economics
Universitat de Barcelona 1996 — 1997
Romeoville High School 1990 — 1994
Ilya Katerli's Edward Jones Experience February 2003 - Present
Job Senior Compliance Officer at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2003 - Present
Edward Jones September 1999 - February 2003
Skills
Mutual Funds, Wealth Management, Retirement Planning, Financial Planning, Investments, Strategic Planning, Investment Advisory
Education
Lancaster University 1996 — 1997
Master of Business Administration (M.B.A.)
Lomonosov Moscow State University (MSU) 1986 — 1993
Master’s Degree, History
Edward Jones February 2003 - Present
Edward Jones September 1999 - February 2003
Skills
Mutual Funds, Wealth Management, Retirement Planning, Financial Planning, Investments, Strategic Planning, Investment Advisory
Education
Lancaster University 1996 — 1997
Master of Business Administration (M.B.A.)
Lomonosov Moscow State University (MSU) 1986 — 1993
Master’s Degree, History
Jackie Fairchild's Edward Jones Experience March 2010 - July 2010
Job
Industry Pharmaceuticals
Experience
AstraZeneca October 2010 - January 2012
Edward Jones March 2010 - July 2010
sanofi-aventis January 1993 - December 2009
Rhone-Poulenc Rorer 1990 - 1993
William H. Rorer Inc. 1988 - 1990
William H. Rorer Inc. 1985 - 1988
Tallmadge Family Medical Center 1983 - 1985
Skills
Cardiology
Education
Cleveland Clinic Foundation 1980 — 1983
Physician Assistant, Physician Assistant
Lake Erie College 1979 — 1983
BA, Biology and Chemistry
AstraZeneca October 2010 - January 2012
Edward Jones March 2010 - July 2010
sanofi-aventis January 1993 - December 2009
Rhone-Poulenc Rorer 1990 - 1993
William H. Rorer Inc. 1988 - 1990
William H. Rorer Inc. 1985 - 1988
Tallmadge Family Medical Center 1983 - 1985
Skills
Cardiology
Education
Cleveland Clinic Foundation 1980 — 1983
Physician Assistant, Physician Assistant
Lake Erie College 1979 — 1983
BA, Biology and Chemistry
Terence Callaghan's Edward Jones Experience February 2014 - Present
Job Financial Advisor at OAKTREE Advisors
Industry Fund-Raising
Experience
OAKTREE Advisors May 2015 - Present
Edward Jones February 2014 - Present
KidsPeace October 2010 - June 2013
Lehigh University October 1996 - January 2009
Skills
Fundraising, Research, Volunteer Management, Community Relations, Non-profits, Leadership, Coaching, Leadership Development, Annual Giving, Community Development, Management, Organizational..., Event Management, Team Building, Strategic Communications, Grants, Higher Education, Philanthropy, Strategic Planning, Nonprofits, Event Planning, Marketing Communications, Public Relations, Grant Writing, Staff Development, Newsletters, Social Networking, Editing, Proposal Writing, Media Relations, Program Development, Teaching, Community Outreach, Social Media
Education
Lehigh University 2003 — 2005
MS, Education Leadership
Penn State University
BS, Business
OAKTREE Advisors May 2015 - Present
Edward Jones February 2014 - Present
KidsPeace October 2010 - June 2013
Lehigh University October 1996 - January 2009
Skills
Fundraising, Research, Volunteer Management, Community Relations, Non-profits, Leadership, Coaching, Leadership Development, Annual Giving, Community Development, Management, Organizational..., Event Management, Team Building, Strategic Communications, Grants, Higher Education, Philanthropy, Strategic Planning, Nonprofits, Event Planning, Marketing Communications, Public Relations, Grant Writing, Staff Development, Newsletters, Social Networking, Editing, Proposal Writing, Media Relations, Program Development, Teaching, Community Outreach, Social Media
Education
Lehigh University 2003 — 2005
MS, Education Leadership
Penn State University
BS, Business
Leslie Sackfield's Edward Jones Experience October 2004 - April 2007
Job Independent Research Professional
Industry Research
Experience
Federal Probation Office April 2007 - October 2009
Edward Jones October 2004 - April 2007
MCI Corporation November 2000 - October 2004
Skills
Outlook, Customer Service, Data Entry
Education
Kirkwood Community College 1999 — 2000
AA, Liberal Arts
University of Iowa 1999 — 2000
Psychology
University of Dubuque 1998 — 1999
Psychology
Federal Probation Office April 2007 - October 2009
Edward Jones October 2004 - April 2007
MCI Corporation November 2000 - October 2004
Skills
Outlook, Customer Service, Data Entry
Education
Kirkwood Community College 1999 — 2000
AA, Liberal Arts
University of Iowa 1999 — 2000
Psychology
University of Dubuque 1998 — 1999
Psychology
Marleen W's Edward Jones Experience May 2010 - Present
Job at
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Integro Insurance Brokers June 2006 - May 2010
Marsh USA August 2004 - June 2006
We'reWolfe Communications December 2001 - August 2004
Education
Lesley University
B.S., Management
Edward Jones May 2010 - Present
Integro Insurance Brokers June 2006 - May 2010
Marsh USA August 2004 - June 2006
We'reWolfe Communications December 2001 - August 2004
Education
Lesley University
B.S., Management
Marlys Denison's Edward Jones Experience 1999 - 2009
Job Adjunct Professor Mathematics at San Jacinto College
Industry Education Management
Experience
San Jacinto College 2010 - Present
Artifact 2008 - Present
texas coutry bank 2009 - 2010
doug tidwell cpa 2006 - 2010
Farmers Insurance 1994 - 2010
Edward Jones 1999 - 2009
Edward Jones 1999 - 2009
Edward Jones 1999 - 2009
Edward Jones 1999 - 2009
Jacobs Realty Group 2007 - 2008
Skills
Calculus, Strategic Planning, Microsoft Excel, Public Speaking, Customer Service, Research, Microsoft Office, Teaching, Team Building, Windows, Business Development, Higher Education, Leadership, Staff Development, Leadership Development, Tennis, Coaching, Program Management, Instructional Design, Training, Curriculum Design, Adult Education
Education
SMU 1990 — 1993
lamar University
Lamar University 1964 — 1993
MS, Mathematics
San Jacinto College 2010 - Present
Artifact 2008 - Present
texas coutry bank 2009 - 2010
doug tidwell cpa 2006 - 2010
Farmers Insurance 1994 - 2010
Edward Jones 1999 - 2009
Edward Jones 1999 - 2009
Edward Jones 1999 - 2009
Edward Jones 1999 - 2009
Jacobs Realty Group 2007 - 2008
Skills
Calculus, Strategic Planning, Microsoft Excel, Public Speaking, Customer Service, Research, Microsoft Office, Teaching, Team Building, Windows, Business Development, Higher Education, Leadership, Staff Development, Leadership Development, Tennis, Coaching, Program Management, Instructional Design, Training, Curriculum Design, Adult Education
Education
SMU 1990 — 1993
lamar University
Lamar University 1964 — 1993
MS, Mathematics
Geera Patel's Edward Jones Experience May 2008 - June 2008
Job Finance Analyst at Microsoft
Industry Computer Software
Experience
Microsoft July 2013 - Present
Microsoft May 2012 - August 2012
Prestige Economics June 2010 - August 2010
The University of Texas at Austin January 2010 - May 2010
Edward Jones May 2008 - June 2008
Skills
Microsoft Office, Stata, Basic VBA, Research, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Access, PowerPoint, Process Improvement, Microsoft Excel, Microsoft Word, Business Analysis, Analysis, Finance, Forecasting
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration, Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Arts, Economics
Københavns Universitet 2010 — 2010
Bachelor, Economics
Microsoft July 2013 - Present
Microsoft May 2012 - August 2012
Prestige Economics June 2010 - August 2010
The University of Texas at Austin January 2010 - May 2010
Edward Jones May 2008 - June 2008
Skills
Microsoft Office, Stata, Basic VBA, Research, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Access, PowerPoint, Process Improvement, Microsoft Excel, Microsoft Word, Business Analysis, Analysis, Finance, Forecasting
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration, Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Arts, Economics
Københavns Universitet 2010 — 2010
Bachelor, Economics
maunish shukla's Edward Jones Experience 2000 - Present
Job Oracle DBA at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones 2000 - Present
Mobitronic Inc January 1997 - October 2000
Skills
AIX, Database Administration, Solaris, PL/SQL, Oracle Application..., Oracle HR, Data Guard, Oracle, Oracle Applications, Oracle E-Business Suite, Red Hat Linux, Data Warehousing, PeopleSoft, Oracle RAC, Unix, Performance Tuning, Databases, Unix Shell Scripting, Disaster Recovery, HP-UX, SQL Tuning, ITIL, High Availability, Microsoft SQL Server
Education
L.D College of Engineering - Ahmedabad 1982 — 1988
B.E, Electrical Engineering and microprocessor
Edward Jones 2000 - Present
Mobitronic Inc January 1997 - October 2000
Skills
AIX, Database Administration, Solaris, PL/SQL, Oracle Application..., Oracle HR, Data Guard, Oracle, Oracle Applications, Oracle E-Business Suite, Red Hat Linux, Data Warehousing, PeopleSoft, Oracle RAC, Unix, Performance Tuning, Databases, Unix Shell Scripting, Disaster Recovery, HP-UX, SQL Tuning, ITIL, High Availability, Microsoft SQL Server
Education
L.D College of Engineering - Ahmedabad 1982 — 1988
B.E, Electrical Engineering and microprocessor
Susan Champagne's Edward Jones Experience July 2013 - November 2014
Job BOA at Edward Jones Investment Firm
Industry Financial Services
Experience
Edward Jones July 2013 - November 2014
Digital Imaging Laser Products, Inc. May 2010 - May 2013
AAA Insurance February 2006 - November 2009
Rape and Suicide Crisis Center of Southeast Texas August 2001 - April 2004
ACS State and Local Solutions August 2002 - August 2003
Lamar State College-Port Arthur April 1999 - August 2002
Skills
Microsoft Excel, Public Speaking, Teaching, Insurance, Outlook, Customer Service, Microsoft Word, Human Resources, Microsoft Office, PowerPoint, Access, Recruiting, Time Management, Employee Relations
Education
DeVry University 2006 — 2008
Bachelor of Science in Technical Management, Human Resource Management
Lamar University 1997 — 1999
Associate of Science, Computer Information Systems
Edward Jones July 2013 - November 2014
Digital Imaging Laser Products, Inc. May 2010 - May 2013
AAA Insurance February 2006 - November 2009
Rape and Suicide Crisis Center of Southeast Texas August 2001 - April 2004
ACS State and Local Solutions August 2002 - August 2003
Lamar State College-Port Arthur April 1999 - August 2002
Skills
Microsoft Excel, Public Speaking, Teaching, Insurance, Outlook, Customer Service, Microsoft Word, Human Resources, Microsoft Office, PowerPoint, Access, Recruiting, Time Management, Employee Relations
Education
DeVry University 2006 — 2008
Bachelor of Science in Technical Management, Human Resource Management
Lamar University 1997 — 1999
Associate of Science, Computer Information Systems
Courtney Witter's Edward Jones Experience November 2008 - August 2009
Job Medical Transcriptionist (Medical Language Specialist) at Unemployed
Industry Hospital & Health Care
Experience
Medical Transcriptionist Looking For Opportunity August 2010 - October 2010
Edward Jones November 2008 - August 2009
Coldwell Banker Hedges Realty March 2006 - October 2008
Education
Career Step, LLC 2009 — 2010
Certificate of Completion with High Honors, Medical Transcription
Kirkwood Community College 2004 — 2008
Associate of Arts Degree, Liberal Arts
Medical Transcriptionist Looking For Opportunity August 2010 - October 2010
Edward Jones November 2008 - August 2009
Coldwell Banker Hedges Realty March 2006 - October 2008
Education
Career Step, LLC 2009 — 2010
Certificate of Completion with High Honors, Medical Transcription
Kirkwood Community College 2004 — 2008
Associate of Arts Degree, Liberal Arts
Charlene Nichols's Edward Jones Experience December 2012 - Present
Job On Call BOA at Edward Jones
Industry Accounting
Experience
Edward Jones December 2012 - Present
Self Employed Independent February 2011 - Present
Independent Contractor looking accounting position. August 2010 - Present
National Direct Media April 1995 - October 2010
MidAmerica August 2009 - February 2010
Skills
Accounting, Accounts Payable, Quickbooks, Accounts Receivable, Reconciliation, Payroll, Balance, Payroll Processing, Invoicing, Small Business, Billing, Excel, Spreadsheets, Customer Service, Account Reconciliation, General Ledger, Administrative..., Management
Education
LeTourneau University 1996 — 1997
Bachelor of Science, Business Management
Hill Jr. Collage 1993 — 1994
Associates, Accounting
Edward Jones December 2012 - Present
Self Employed Independent February 2011 - Present
Independent Contractor looking accounting position. August 2010 - Present
National Direct Media April 1995 - October 2010
MidAmerica August 2009 - February 2010
Skills
Accounting, Accounts Payable, Quickbooks, Accounts Receivable, Reconciliation, Payroll, Balance, Payroll Processing, Invoicing, Small Business, Billing, Excel, Spreadsheets, Customer Service, Account Reconciliation, General Ledger, Administrative..., Management
Education
LeTourneau University 1996 — 1997
Bachelor of Science, Business Management
Hill Jr. Collage 1993 — 1994
Associates, Accounting
Ramesh Manumari's Edward Jones Experience March 2004 - February 2005
Job Technical Support Manager at AT&T
Industry Telecommunications
Experience
AT&T 2012 - Present
Scottrade July 2007 - 2012
AT&T August 2006 - July 2007
Dell February 2005 - July 2006
Edward Jones March 2004 - February 2005
Cassens Transport Agency June 2001 - February 2004
Skills
Clariion, Data Center, Disaster Recovery, NetApp, VMware, Unix, Servers, Solaris, Storage Area Networks, Virtualization, Replication, Windows Server, Netbackup, Brocade, Storage
Education
Southern Illinois University, Edwardsville 2001 — 2003
MS
Kuvempu Vishwavidyanilaya
Bachelor Of Engineering, Electrical & Electronics
AT&T 2012 - Present
Scottrade July 2007 - 2012
AT&T August 2006 - July 2007
Dell February 2005 - July 2006
Edward Jones March 2004 - February 2005
Cassens Transport Agency June 2001 - February 2004
Skills
Clariion, Data Center, Disaster Recovery, NetApp, VMware, Unix, Servers, Solaris, Storage Area Networks, Virtualization, Replication, Windows Server, Netbackup, Brocade, Storage
Education
Southern Illinois University, Edwardsville 2001 — 2003
MS
Kuvempu Vishwavidyanilaya
Bachelor Of Engineering, Electrical & Electronics
Heather Guthrie Breault's Edward Jones Experience June 1997 - June 2002
Job Senior Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2002 - Present
Edward Jones June 1997 - June 2002
Royal Bank of Canada November 1988 - February 1997
Education
Laurentian University/Université Laurentienne
ScotiaMcLeod June 2002 - Present
Edward Jones June 1997 - June 2002
Royal Bank of Canada November 1988 - February 1997
Education
Laurentian University/Université Laurentienne
Charity Byrum's Edward Jones Experience April 2008 - July 2010
Job Paraprofessional in Fort Worth ISD
Industry Education Management
Experience
Weatherford ISD August 2012 - Present
Independent Contractor 2010 - 2011
1st American Pension Services 2010 - 2011
Edward Jones April 2008 - July 2010
Charles Schwab and Company, Inc January 2000 - January 2007
Standard and Poors Computstat January 1999 - January 2000
Skills
Investments, Management, Analysis, Customer Service, Mutual Funds, New Business Development, Trading, Sales Management, Microsoft Excel, Research, Pricing, Retirement
Education
King University
Bachelor of Arts, Economics and Business Administration
International Business Institute 1998 — 1998
international business and economics
Weatherford ISD August 2012 - Present
Independent Contractor 2010 - 2011
1st American Pension Services 2010 - 2011
Edward Jones April 2008 - July 2010
Charles Schwab and Company, Inc January 2000 - January 2007
Standard and Poors Computstat January 1999 - January 2000
Skills
Investments, Management, Analysis, Customer Service, Mutual Funds, New Business Development, Trading, Sales Management, Microsoft Excel, Research, Pricing, Retirement
Education
King University
Bachelor of Arts, Economics and Business Administration
International Business Institute 1998 — 1998
international business and economics
Sam Ariganello's Edward Jones Experience December 2008 - June 2011
Job Sales and Management Professional
Industry Financial Services
Experience
Financial Partners Group October 2011 - May 2012
Edward Jones December 2008 - June 2011
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 7, Strategic Financial...
Education
Kettering University 1989 — 1991
Financial Partners Group October 2011 - May 2012
Edward Jones December 2008 - June 2011
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 7, Strategic Financial...
Education
Kettering University 1989 — 1991
Robin Snedeker's Edward Jones Experience March 2007 - February 2010
Job Workflow Analyst at Quadax, Inc.
Industry Hospital & Health Care
Experience
Quadax, Inc. July 2011 - Present
North Crest Equestrian Center January 2003 - Present
Edward Jones March 2007 - February 2010
Ameriprise Financial Services, Inc. October 2005 - November 2006
City of North Ridgeville, Ohio January 1990 - October 2005
Skills
Insurance, Spreadsheets, Data Entry, Outlook, Customer Service, Microsoft Excel, Finance, Access, Microsoft Office, Accounts Receivable, Microsoft Word, Financial Analysis, PowerPoint, Accounting, Financial Planners, Time Management, Data Analysis
Education
Remington College 2010 — 2011
Diploma, Medical Billing and Coding
Kent State University 1987 — 1989
BA, Political Science, Business Management
Lorain County Community College 1985 — 1987
Associate, Liberal Arts
Quadax, Inc. July 2011 - Present
North Crest Equestrian Center January 2003 - Present
Edward Jones March 2007 - February 2010
Ameriprise Financial Services, Inc. October 2005 - November 2006
City of North Ridgeville, Ohio January 1990 - October 2005
Skills
Insurance, Spreadsheets, Data Entry, Outlook, Customer Service, Microsoft Excel, Finance, Access, Microsoft Office, Accounts Receivable, Microsoft Word, Financial Analysis, PowerPoint, Accounting, Financial Planners, Time Management, Data Analysis
Education
Remington College 2010 — 2011
Diploma, Medical Billing and Coding
Kent State University 1987 — 1989
BA, Political Science, Business Management
Lorain County Community College 1985 — 1987
Associate, Liberal Arts
Joseph Debilzen's Edward Jones Experience October 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Bank First National - Manitowoc April 1983 - May 2011
Farm Service Agency 1976 - 1981
Skills
Series 7, Uniform Combined State...
Education
Lakeland College 2004 — 2009
MBA
University of Wisconsin-Madison 1972 — 1976
BS, Agricultural Business Management
Edward Jones October 2011 - Present
Bank First National - Manitowoc April 1983 - May 2011
Farm Service Agency 1976 - 1981
Skills
Series 7, Uniform Combined State...
Education
Lakeland College 2004 — 2009
MBA
University of Wisconsin-Madison 1972 — 1976
BS, Agricultural Business Management
Scott Yielding's Edward Jones Experience May 2015 - September 2015
Job .
Industry Automotive
Experience
Aston Martin Of Dallas October 2015 - Present
Edward Jones May 2015 - September 2015
Sewell Automotive Companies September 2008 - April 2015
Skills
Customer Service, Sales, Sales Management, Customer Satisfaction
Education
Kilgore College 1995 — 1997
Aston Martin Of Dallas October 2015 - Present
Edward Jones May 2015 - September 2015
Sewell Automotive Companies September 2008 - April 2015
Skills
Customer Service, Sales, Sales Management, Customer Satisfaction
Education
Kilgore College 1995 — 1997
LeaAnn Franta's Edward Jones Experience April 2013 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Crosby ISD August 2007 - June 2013
Crosby ISD, Crosby Highs School October 2000 - August 2007
Skills
Teaching, Microsoft Office, PowerPoint, Public Speaking, Research, Higher Education, Editing
Education
Lee College 1981 — 1983
Associate of Science (AS), Computer Science
Edward Jones April 2013 - Present
Crosby ISD August 2007 - June 2013
Crosby ISD, Crosby Highs School October 2000 - August 2007
Skills
Teaching, Microsoft Office, PowerPoint, Public Speaking, Research, Higher Education, Editing
Education
Lee College 1981 — 1983
Associate of Science (AS), Computer Science
Judy Loberg's Edward Jones Experience March 2006 - August 2007
Job Student at Lone Star College Montgomery
Industry Medical Devices
Experience
Memorial Hermann August 2011 - Present
2010Memorial Hermann May 2010 - Present
St. Luke's June 2011 - August 2011
Kingwood Medical Center January 2011 - May 2011
Sadler Clinics October 2010 - December 2010
Conroe Medical Center August 2010 - October 2010
Community Service January 2008 - December 2008
Edward Jones March 2006 - August 2007
LeTourneau University December 2000 - December 2001
Education
Lone Star College Montgomery 2009 — 2011
LeTourneau University
Bachelor's Degree, Business Management
Montgomery
Associate's, as Radiologic TechnologistLone
Memorial Hermann August 2011 - Present
2010Memorial Hermann May 2010 - Present
St. Luke's June 2011 - August 2011
Kingwood Medical Center January 2011 - May 2011
Sadler Clinics October 2010 - December 2010
Conroe Medical Center August 2010 - October 2010
Community Service January 2008 - December 2008
Edward Jones March 2006 - August 2007
LeTourneau University December 2000 - December 2001
Education
Lone Star College Montgomery 2009 — 2011
LeTourneau University
Bachelor's Degree, Business Management
Montgomery
Associate's, as Radiologic TechnologistLone
Nunez Barbara's Edward Jones Experience October 2003 - May 2006
Job Document controller, MOC Administrator at Air Products and Chemicals
Industry Chemicals
Experience
Air Products and Chemicals May 2006 - Present
Edward Jones October 2003 - May 2006
Sunoco Logistics May 1992 - August 2003
Skills
Procurement, Materials, Purchasing, Microsoft Excel, Microsoft Office, Inventory Management, SAP R/3, Oil/Gas, Outlook
Education
Lamar University
Air Products and Chemicals May 2006 - Present
Edward Jones October 2003 - May 2006
Sunoco Logistics May 1992 - August 2003
Skills
Procurement, Materials, Purchasing, Microsoft Excel, Microsoft Office, Inventory Management, SAP R/3, Oil/Gas, Outlook
Education
Lamar University
Gregory Kurdes's Edward Jones Experience May 2011 - December 2011
Job Facilities Services Professional
Industry Facilities Services
Experience
TruGreen LandCare 2012 - Present
Edward Jones May 2011 - December 2011
Sports Authority May 2003 - May 2011
Skills
Series 7, Series 66, Microsoft Word, Microsoft Office, Customer Service, Certified Pesticide...
Education
Lehigh Carbon Community College 2008 — 2014
Business Administration and Management, General
TruGreen LandCare 2012 - Present
Edward Jones May 2011 - December 2011
Sports Authority May 2003 - May 2011
Skills
Series 7, Series 66, Microsoft Word, Microsoft Office, Customer Service, Certified Pesticide...
Education
Lehigh Carbon Community College 2008 — 2014
Business Administration and Management, General
Rachel States's Edward Jones Experience January 2011 - May 2011
Job Administrative Assistant at Krinos Group
Industry Financial Services
Experience
Krinos Group February 2013 - Present
First Place Bank September 2012 - January 2013
Anderson Dubose March 2012 - July 2012
Edward Jones January 2011 - May 2011
Crothall Healthcare July 2007 - January 2011
Skills
Administrative..., Administrative..., Multi-line Phone, Detailed Organization, Workplace Organization, Department Organization, Microsoft Office, Interpersonal..., Client Representation, Scheduling Management, Filing
Education
Kent State University at Trumbull
Krinos Group February 2013 - Present
First Place Bank September 2012 - January 2013
Anderson Dubose March 2012 - July 2012
Edward Jones January 2011 - May 2011
Crothall Healthcare July 2007 - January 2011
Skills
Administrative..., Administrative..., Multi-line Phone, Detailed Organization, Workplace Organization, Department Organization, Microsoft Office, Interpersonal..., Client Representation, Scheduling Management, Filing
Education
Kent State University at Trumbull
Allen Cain's Edward Jones Experience December 2013 - 2015
Job Police Officer
Industry Law Enforcement
Experience
Maricopa Police Department 2015 - Present
Edward Jones December 2013 - 2015
Chicago Police Department November 1991 - December 2013
Skills
Interrogation, Law Enforcement, Criminal Investigations, Police, Firearms, Criminal Justice, Patrol, Crime Prevention, Evidence, Investigation, Private Investigations
Education
Lewis University 1999 — 2001
Master of Science (M.S.), Criminal Justice/Police Science
Lewis University 1990 — 1995
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Maricopa Police Department 2015 - Present
Edward Jones December 2013 - 2015
Chicago Police Department November 1991 - December 2013
Skills
Interrogation, Law Enforcement, Criminal Investigations, Police, Firearms, Criminal Justice, Patrol, Crime Prevention, Evidence, Investigation, Private Investigations
Education
Lewis University 1999 — 2001
Master of Science (M.S.), Criminal Justice/Police Science
Lewis University 1990 — 1995
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Sheryl Higa's Edward Jones Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones 2011 - 2013
Skills
Accounting, Payroll, Office Administration, Clerical Skills, Clerical Work
Education
Leeward Community College 1990 — 1997
Associate of Science (AS), Accounting
Edward Jones 2011 - 2013
Skills
Accounting, Payroll, Office Administration, Clerical Skills, Clerical Work
Education
Leeward Community College 1990 — 1997
Associate of Science (AS), Accounting
Phillip Wight's Edward Jones Experience January 1999 - February 2003
Job Branch Supervision/Compliance Analyst at Larson Financial Group Llc
Industry Investment Management
Experience
Larson Financial Group Llc July 2014 - Present
Wells Fargo Advisors August 2013 - June 2014
Wells Fargo Advisors June 2008 - August 2013
Ameriprise Financial Services, Inc. March 2005 - December 2007
Edward Jones January 1999 - February 2003
US Army August 1992 - December 1996
Skills
Managing Database, Investments, Branch Management, Supervisory Management, Risk Management, Compliance, Banking, Military
Education
University of Missouri-Saint Louis 1999 — 2001
Master of Business Administration (MBA), Business and Information Systems
Lake Forest College 1987 — 1991
Bachelor's Degree, Double Major Business and Psychology, 3.0
Saint Louis Priory 1987 — 1991
High school diploma, College Prep
Larson Financial Group Llc July 2014 - Present
Wells Fargo Advisors August 2013 - June 2014
Wells Fargo Advisors June 2008 - August 2013
Ameriprise Financial Services, Inc. March 2005 - December 2007
Edward Jones January 1999 - February 2003
US Army August 1992 - December 1996
Skills
Managing Database, Investments, Branch Management, Supervisory Management, Risk Management, Compliance, Banking, Military
Education
University of Missouri-Saint Louis 1999 — 2001
Master of Business Administration (MBA), Business and Information Systems
Lake Forest College 1987 — 1991
Bachelor's Degree, Double Major Business and Psychology, 3.0
Saint Louis Priory 1987 — 1991
High school diploma, College Prep
Alan Flannigan's Edward Jones Experience 2014 - 2014
Job 2015 Graduate from Lafayette College
Industry Financial Services
Experience
Edward Jones 2014 - 2014
Education
Lafayette College 2011 — 2015
Bachelor’s Degree, Economics
Edward Jones 2014 - 2014
Education
Lafayette College 2011 — 2015
Bachelor’s Degree, Economics
Ben Richey's Edward Jones Experience January 2010 - November 2013
Job Financial Advisor at Founders Federal Credit Union
Industry Financial Services
Experience
Founders Federal Credit Union December 2014 - Present
Cambridge Investment Research, Inc. November 2013 - December 2014
Edward Jones January 2010 - November 2013
Wells Fargo Advisors April 2006 - January 2010
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Financial Planning
Education
Lander University
Bachelor’s Degree, Finance/Economics
Founders Federal Credit Union December 2014 - Present
Cambridge Investment Research, Inc. November 2013 - December 2014
Edward Jones January 2010 - November 2013
Wells Fargo Advisors April 2006 - January 2010
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Financial Planning
Education
Lander University
Bachelor’s Degree, Finance/Economics
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation