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
Angie Matthews Gregory Angie Matthews Gregory's Edward Jones Experience 2012 - 2013
Job Real Estate Agent at Karl Thayer & Associates, LLC
Industry Real Estate
Experience
Karl Thayer & Associates, LLC September 2014 - Present
TAG Properties & Investments May 2013 - Present
Edward Jones 2012 - 2013
Skills
Public Speaking, Investments, Marketing, Microsoft Office, Asset Management, Financial Modeling, Microsoft Excel, Portfolio Management, Equities, Team Building, Asset Allocation, Valuation, Private Equity, Alternative Investments, Customer Service, Strategic Planning, Research, Investment Properties, Finance, First Time Home Buyers, Sellers, Short Sales, Sales, Relocation, Negotiation
Education
Louisiana State University
Karl Thayer & Associates, LLC September 2014 - Present
TAG Properties & Investments May 2013 - Present
Edward Jones 2012 - 2013
Skills
Public Speaking, Investments, Marketing, Microsoft Office, Asset Management, Financial Modeling, Microsoft Excel, Portfolio Management, Equities, Team Building, Asset Allocation, Valuation, Private Equity, Alternative Investments, Customer Service, Strategic Planning, Research, Investment Properties, Finance, First Time Home Buyers, Sellers, Short Sales, Sales, Relocation, Negotiation
Education
Louisiana State University
Tristan Loiselle Tristan Loiselle's Edward Jones Experience April 2011 - August 2011
Job Lazard Analyst
Industry Financial Services
Experience
Lazard June 2013 - Present
Macalester College August 2008 - December 2012
Margaret A. Cargill Philanthropies April 2011 - August 2011
Edward Jones April 2011 - August 2011
Mason Companies Inc October 2007 - January 2011
Skills
Excel, STATA, PowerPoint, Corporate Finance, Economics, Finance
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics
Chippewa Falls High School 2004 — 2008
Lazard June 2013 - Present
Macalester College August 2008 - December 2012
Margaret A. Cargill Philanthropies April 2011 - August 2011
Edward Jones April 2011 - August 2011
Mason Companies Inc October 2007 - January 2011
Skills
Excel, STATA, PowerPoint, Corporate Finance, Economics, Finance
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics
Chippewa Falls High School 2004 — 2008
Libby Xiaobei Liu Libby Xiaobei Liu's Edward Jones Experience May 2015 - August 2015
Job Financial Advisor Summer Intern at Edward Jones
Industry Financial Services
Experience
Harvard University May 2015 - Present
Edward Jones May 2015 - August 2015
KPMG China July 2014 - August 2014
Will Capital June 2014 - July 2014
Macalester College January 2014 - May 2014
Golden Career Human Resources Co.,Ltd. May 2013 - December 2013
Concordia Language Villages June 2013 - July 2013
Skills
Microsoft Office, R, Public Relations, Chinese, Analysis, Python, Event Planning, Java
Education
Macalester College 2012 — 2016
Bachelor of Arts (B.A.), Economics; Applied Math and Statistics
Qingdao GAC-ACT Center 2011 — 2012
High School
Qingdao No.2 High School 2009 — 2012
High school
Harvard University May 2015 - Present
Edward Jones May 2015 - August 2015
KPMG China July 2014 - August 2014
Will Capital June 2014 - July 2014
Macalester College January 2014 - May 2014
Golden Career Human Resources Co.,Ltd. May 2013 - December 2013
Concordia Language Villages June 2013 - July 2013
Skills
Microsoft Office, R, Public Relations, Chinese, Analysis, Python, Event Planning, Java
Education
Macalester College 2012 — 2016
Bachelor of Arts (B.A.), Economics; Applied Math and Statistics
Qingdao GAC-ACT Center 2011 — 2012
High School
Qingdao No.2 High School 2009 — 2012
High school
Randy Maxwell's Edward Jones Experience February 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2002 - Present
James R. Maxwell, CPA May 1987 - January 2002
Skills
High Net Worth...
Education
Louisiana Tech University Ruston, LA 1976 — 2000
Bachelor's degree, Accounting
Edward Jones February 2002 - Present
James R. Maxwell, CPA May 1987 - January 2002
Skills
High Net Worth...
Education
Louisiana Tech University Ruston, LA 1976 — 2000
Bachelor's degree, Accounting
Patty Bohn's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Restore Health June 2014 - July 2014
American TV 2013 - 2014
American TV 2006 - 2013
American TV 1999 - 2006
American TV 1992 - 1999
American TV 1989 - 1992
Skills
Retail, Customer Satisfaction, Time Management, Sales, Forecasting, Marketing, Customer Service, Merchandising, Inventory Management, Pricing, Team Building, Microsoft Office, Sales Operations, Leadership, Microsoft Excel, Profit, Visual Merchandising, Advertising, Retail Sales, Account Management, Employee Relations, Management, Hiring, Customer Experience, Purchasing, Budgets, Sales Management, Employee Training, Accountability, Computer Hardware, Inventory Control, Customer Retention, Store Management, Human Resources, Process Scheduler, Performance Management, Operations Management, Payroll, Coaching, Loss Prevention, Training, Team Leadership, Recruiting, Income Statement, Accounts Payable, Accounts Receivable, Confidentiality, Accruals, Collections, Portfolio Management
Education
Madison Area Technical College
Mount Horeb High School
Diploma
Edward Jones July 2014 - Present
Restore Health June 2014 - July 2014
American TV 2013 - 2014
American TV 2006 - 2013
American TV 1999 - 2006
American TV 1992 - 1999
American TV 1989 - 1992
Skills
Retail, Customer Satisfaction, Time Management, Sales, Forecasting, Marketing, Customer Service, Merchandising, Inventory Management, Pricing, Team Building, Microsoft Office, Sales Operations, Leadership, Microsoft Excel, Profit, Visual Merchandising, Advertising, Retail Sales, Account Management, Employee Relations, Management, Hiring, Customer Experience, Purchasing, Budgets, Sales Management, Employee Training, Accountability, Computer Hardware, Inventory Control, Customer Retention, Store Management, Human Resources, Process Scheduler, Performance Management, Operations Management, Payroll, Coaching, Loss Prevention, Training, Team Leadership, Recruiting, Income Statement, Accounts Payable, Accounts Receivable, Confidentiality, Accruals, Collections, Portfolio Management
Education
Madison Area Technical College
Mount Horeb High School
Diploma
Jared Edwards's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Yosemite Valley, DNC May 2014 - October 2014
Apple Retail 2010 - 2013
Joubert Law Firm 2008 - 2010
Skills
iWork, iLife, OS X, iPod, iPhone, Mac, iOS, Keynote, iPad, Retail, Technical Support, Microsoft Office, Customer Service, Visual Merchandising, Social Media, Photoshop, Photography, Graphic Design, Customer Satisfaction, Training, Public Speaking, Event Planning, Apple Certified, Sales Management, Recruiting, Mac OS, iTunes, iPhoto, Computer Repair, Computer Hardware, Macintosh Applications, Customer Experience
Education
Louisiana State University 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Louisiana State University 2007 — 2012
Bachelor's degree, American Government and Politics (United States)
Edward Jones January 2015 - Present
Yosemite Valley, DNC May 2014 - October 2014
Apple Retail 2010 - 2013
Joubert Law Firm 2008 - 2010
Skills
iWork, iLife, OS X, iPod, iPhone, Mac, iOS, Keynote, iPad, Retail, Technical Support, Microsoft Office, Customer Service, Visual Merchandising, Social Media, Photoshop, Photography, Graphic Design, Customer Satisfaction, Training, Public Speaking, Event Planning, Apple Certified, Sales Management, Recruiting, Mac OS, iTunes, iPhoto, Computer Repair, Computer Hardware, Macintosh Applications, Customer Experience
Education
Louisiana State University 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Louisiana State University 2007 — 2012
Bachelor's degree, American Government and Politics (United States)
Hollie Nelms's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Schumacher Group August 2011 - June 2012
Northwestern Mutual July 2010 - May 2011
Skills
Annuities: Fixed,..., Business Retirement..., Individual Retirement..., Research: Equities,..., Insurance: Long-term..., Education Savings: 529..., Financial Calculators:..., Estate and Trust...
Education
Louisiana State University 2008 — 2010
Bachelor's degree, Finance
University of Louisiana at Lafayette 2006 — 2008
Vermilion Catholic High School
Edward Jones June 2012 - Present
Schumacher Group August 2011 - June 2012
Northwestern Mutual July 2010 - May 2011
Skills
Annuities: Fixed,..., Business Retirement..., Individual Retirement..., Research: Equities,..., Insurance: Long-term..., Education Savings: 529..., Financial Calculators:..., Estate and Trust...
Education
Louisiana State University 2008 — 2010
Bachelor's degree, Finance
University of Louisiana at Lafayette 2006 — 2008
Vermilion Catholic High School
Amy Teel Amy Teel's Edward Jones Experience 2014 - 2015
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Edward Jones 2014 - 2015
Mohave Community College 2011 - 2013
Marriott International 2010 - 2011
Walt Disney World 2004 - 2009
Disneyland Resort 2003 - 2004
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland High School 1996 — 2000
Bank of America Merrill Lynch March 2015 - Present
Edward Jones 2014 - 2015
Mohave Community College 2011 - 2013
Marriott International 2010 - 2011
Walt Disney World 2004 - 2009
Disneyland Resort 2003 - 2004
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland High School 1996 — 2000
Felicia Fahey's Edward Jones Experience June 2012 - August 2012
Job Auditor at EY
Industry Accounting
Deborah Iturralde's Edward Jones Experience September 2007 - October 2013
Job Independent Miche Representative
Industry Retail
Experience
Miche Bag August 2012 - Present
Purse-onal Fashion August 2012 - Present
Edward Jones September 2007 - October 2013
Virginia College at Pensacola June 2004 - June 2007
Community Drug & Alcohol Council March 2001 - March 2004
Skills
Retail, Microsoft Office, Customer Service, Sales, Marketing, Team Building, Merchandising, Social Networking, Inventory Management, Microsoft Word, Coaching, Public Speaking, Event Planning, PowerPoint, Leadership, Social Media Marketing, Sales Management, Team Leadership, Fashion, Time Management, Training, Public Relations
Education
Northwestern State University 2000 — 2001
Master's degree, Adult and Continuing Education and Teaching
LSU 1987 — 1991
Bachelor's degree, English/Language Arts Teacher Education
Miche Bag August 2012 - Present
Purse-onal Fashion August 2012 - Present
Edward Jones September 2007 - October 2013
Virginia College at Pensacola June 2004 - June 2007
Community Drug & Alcohol Council March 2001 - March 2004
Skills
Retail, Microsoft Office, Customer Service, Sales, Marketing, Team Building, Merchandising, Social Networking, Inventory Management, Microsoft Word, Coaching, Public Speaking, Event Planning, PowerPoint, Leadership, Social Media Marketing, Sales Management, Team Leadership, Fashion, Time Management, Training, Public Relations
Education
Northwestern State University 2000 — 2001
Master's degree, Adult and Continuing Education and Teaching
LSU 1987 — 1991
Bachelor's degree, English/Language Arts Teacher Education
Amanda Minchew's Edward Jones Experience October 2002 - June 2008
Job Financial Advisor at Minchew Rodosta Wealth Managment, LLC
Industry Financial Services
Experience
Minchew Rodosta Wealth Managment, LLC June 2008 - Present
L. A. Champagne & Co. September 2011 - October 2012
Edward Jones October 2002 - June 2008
Skills
Strategic Financial..., Wealth Management..., Investment Planning, Tax-advantaged..., Multi-generational..., Estate Planning, Gifting Strategies, Business Continuity..., Business Strategy, Risk Management, 401k Plan, Retirment Planning, 401k Rollovers, Insurance Planning, Disability Insurance, Long Term Care Insurance, Wealth Management, Retirement, Securities, Finance, Personal Finance
Education
Louisiana Tech University 1996 — 2001
Bachelor of Applied Science (BASc), Accounting, College Graduate
Neville High School 1992 — 1996
Diploma
Minchew Rodosta Wealth Managment, LLC June 2008 - Present
L. A. Champagne & Co. September 2011 - October 2012
Edward Jones October 2002 - June 2008
Skills
Strategic Financial..., Wealth Management..., Investment Planning, Tax-advantaged..., Multi-generational..., Estate Planning, Gifting Strategies, Business Continuity..., Business Strategy, Risk Management, 401k Plan, Retirment Planning, 401k Rollovers, Insurance Planning, Disability Insurance, Long Term Care Insurance, Wealth Management, Retirement, Securities, Finance, Personal Finance
Education
Louisiana Tech University 1996 — 2001
Bachelor of Applied Science (BASc), Accounting, College Graduate
Neville High School 1992 — 1996
Diploma
James Kivlehan James Kivlehan's Edward Jones Experience 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
IRISH THUNDER LLC May 2008 - September 2011
Citybrook Corp May 2002 - June 2011
Pinnacle Solutions Incorporated, New Jersey February 2001 - May 2002
Premium Partners LTD January 2000 - February 2001
JP Morgan May 1987 - January 2000
Skills
Fixed Income, Restructuring, Internal Controls, Syndications, Derivatives
Education
Manhattan College 1984 — 1987
B.S., Finance/Economics
Edward Jones 2011 - Present
IRISH THUNDER LLC May 2008 - September 2011
Citybrook Corp May 2002 - June 2011
Pinnacle Solutions Incorporated, New Jersey February 2001 - May 2002
Premium Partners LTD January 2000 - February 2001
JP Morgan May 1987 - January 2000
Skills
Fixed Income, Restructuring, Internal Controls, Syndications, Derivatives
Education
Manhattan College 1984 — 1987
B.S., Finance/Economics
L. Monique Woods, MSW,APSW L. Monique Woods, MSW,APSW's Edward Jones Experience 2005 - 2008
Job Advanced Practice Social Worker
Industry Mental Health Care
Experience
Wheaton Franciscan Healthcare June 2015 - Present
Captain James A. Lovell Federal Healthcare Center October 2013 - June 2014
Kenosha Human Development Services September 2012 - June 2013
Professional Services Group February 2012 - July 2012
Merrill Lynch October 2008 - February 2010
Edward Jones 2005 - 2008
Skills
Social Services, Program Management, Community Outreach, Program Development, Public Speaking, Nonprofits, Fundraising, PowerPoint, Microsoft Office, Event Planning, Coaching, Career Counseling, Microsoft Excel
Education
Loyola University of Chicago 2012 — 2014
Master of Social Work (M.S.W.)
University of Wisconsin-Parkside 2010 — 2011
Bachelor of Science (BS), Psychology
Southern Arkansas University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Wheaton Franciscan Healthcare June 2015 - Present
Captain James A. Lovell Federal Healthcare Center October 2013 - June 2014
Kenosha Human Development Services September 2012 - June 2013
Professional Services Group February 2012 - July 2012
Merrill Lynch October 2008 - February 2010
Edward Jones 2005 - 2008
Skills
Social Services, Program Management, Community Outreach, Program Development, Public Speaking, Nonprofits, Fundraising, PowerPoint, Microsoft Office, Event Planning, Coaching, Career Counseling, Microsoft Excel
Education
Loyola University of Chicago 2012 — 2014
Master of Social Work (M.S.W.)
University of Wisconsin-Parkside 2010 — 2011
Bachelor of Science (BS), Psychology
Southern Arkansas University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Tim Meers's Edward Jones Experience 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Missouri Army National Guard December 1993 - Present
Industrial Distribution Group (IDG) September 2000 - September 2010
DEKE 1997 - 1998
Education
Louisiana Tech University 1995 — 2000
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Parkway North
Edward Jones 2011 - Present
Missouri Army National Guard December 1993 - Present
Industrial Distribution Group (IDG) September 2000 - September 2010
DEKE 1997 - 1998
Education
Louisiana Tech University 1995 — 2000
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Parkway North
Shannon Hewitt-Ockman's Edward Jones Experience 2014 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
Small Business Owner/Operator Bayou Sports October 2007 - January 2015
BellSouth & NBC News 1998 - 2008
Jefferson Parish District Attorney's office January 1991 - January 1998
Skills
Customer Service, Customer Satisfaction, Teamwork, Strategic Planning, New Business Development, Team Building, Leadership, Finance, Insurance, Mutual Funds, Public Speaking, Management, Retirement, Fixed Annuities, 401k, Negotiation, Financial Analysis, Financial Planning, Investments, Estate Planning, Small Business
Education
Securities Training Institute
Licensed Stockbroker, Series 7, Series 66, Life-Health-Accident Insurance licenses
Bellsouth
Management, Business Administration and Management, General
Bellsouth Business
Edward Jones 2014 - Present
Small Business Owner/Operator Bayou Sports October 2007 - January 2015
BellSouth & NBC News 1998 - 2008
Jefferson Parish District Attorney's office January 1991 - January 1998
Skills
Customer Service, Customer Satisfaction, Teamwork, Strategic Planning, New Business Development, Team Building, Leadership, Finance, Insurance, Mutual Funds, Public Speaking, Management, Retirement, Fixed Annuities, 401k, Negotiation, Financial Analysis, Financial Planning, Investments, Estate Planning, Small Business
Education
Securities Training Institute
Licensed Stockbroker, Series 7, Series 66, Life-Health-Accident Insurance licenses
Bellsouth
Management, Business Administration and Management, General
Bellsouth Business
Andrea E. Kruse Andrea E. Kruse's Edward Jones Experience June 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Hospitality
Experience
Edward Jones June 2015 - Present
Education
St. Catherine University 2011 — 2013
MA
Luther College 2004 — 2008
B.A
Edward Jones June 2015 - Present
Education
St. Catherine University 2011 — 2013
MA
Luther College 2004 — 2008
B.A
Donald Bower Donald Bower's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Education
Lycoming College 2007 — 2011
Bachelor's degree, Economics and Political Science
Corning East High 2003 — 2007
Edward Jones June 2011 - Present
Education
Lycoming College 2007 — 2011
Bachelor's degree, Economics and Political Science
Corning East High 2003 — 2007
Dan McGouran / 1000+ Connections Dan McGouran / 1000+ Connections's Edward Jones Experience January 2014 - March 2014
Job Regional Vice President, Incapital Wealth Management Solutions covering Texas | Oklahoma | Louisiana
Industry Financial Services
Experience
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Tom Walsh's Edward Jones Experience July 2013 - Present
Job Edward Jones Investments now open in Chicago's Mt Greenwood neighborhood on 111th & Kedzie.
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Northwestern Mutual Financial Network March 2001 - June 2013
Sportsfields, Inc March 1993 - November 2000
Chicago Bears August 1994 - August 1996
Education
Marquette University 1996 — 2000
Bachelor of Arts, Advertising Major, Marketing & Journalism Minors
Brother Rice High School 1992 — 1996
Edward Jones July 2013 - Present
Northwestern Mutual Financial Network March 2001 - June 2013
Sportsfields, Inc March 1993 - November 2000
Chicago Bears August 1994 - August 1996
Education
Marquette University 1996 — 2000
Bachelor of Arts, Advertising Major, Marketing & Journalism Minors
Brother Rice High School 1992 — 1996
Rita Shimniok Rita Shimniok's Edward Jones Experience February 2009 - January 2014
Job Purely Living Wellness Empowering People to Feel Great, Look Great & Live Great! Arbonne Intl, BioMat, Wellness Pro
Industry Health, Wellness and Fitness
Experience
Purely Living Wellness, LLC November 2014 - Present
Arbonne International - Feel Great! Look Great! Live Great! 2011 - Present
Edward Jones February 2009 - January 2014
BoBunny Press, Kjoi Memories, Magistical Memories 2005 - 2009
St. Martin's Lutheran Church July 2000 - September 2008
Springs Window Fashions 1984 - 2000
Magna Publications 1982 - 1983
Skills
Consumer Education, Wellness and Weight..., Hormone Balance, Writer - Health..., Hormone Balancing, Nutrition, Lifestyle, Skin Care, Holistic Health, Wellness, Newsletters, Small Business, Sales, Home Based Business, Leadership, Coaching, Marketing, Entrepreneurship, Public Speaking, Personal Development, Event Planning, Team Building, Social Networking, Research, Publishing, Customer Service
Education
Madison Area Technical College 1981 — 1983
Associate, Printing and Publishing
Brodhead High School 1978 — 1981
Purely Living Wellness, LLC November 2014 - Present
Arbonne International - Feel Great! Look Great! Live Great! 2011 - Present
Edward Jones February 2009 - January 2014
BoBunny Press, Kjoi Memories, Magistical Memories 2005 - 2009
St. Martin's Lutheran Church July 2000 - September 2008
Springs Window Fashions 1984 - 2000
Magna Publications 1982 - 1983
Skills
Consumer Education, Wellness and Weight..., Hormone Balance, Writer - Health..., Hormone Balancing, Nutrition, Lifestyle, Skin Care, Holistic Health, Wellness, Newsletters, Small Business, Sales, Home Based Business, Leadership, Coaching, Marketing, Entrepreneurship, Public Speaking, Personal Development, Event Planning, Team Building, Social Networking, Research, Publishing, Customer Service
Education
Madison Area Technical College 1981 — 1983
Associate, Printing and Publishing
Brodhead High School 1978 — 1981
Michelle Gilliland Michelle Gilliland's Edward Jones Experience July 2013 - January 2014
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo June 2014 - March 2015
Edward Jones July 2013 - January 2014
Clark Dodge Asset Management June 2012 - August 2012
Peace Action Children's Team December 2004 - December 2010
Skills
Market Research, Sales, Financial Analysis, Conflict Resolution, Portfolio Management, Research, Public Speaking, Finance, Economics, Investments, Microsoft Office
Education
Manhattanville College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Punahou School 1995 — 2009
Wells Fargo March 2015 - Present
Wells Fargo June 2014 - March 2015
Edward Jones July 2013 - January 2014
Clark Dodge Asset Management June 2012 - August 2012
Peace Action Children's Team December 2004 - December 2010
Skills
Market Research, Sales, Financial Analysis, Conflict Resolution, Portfolio Management, Research, Public Speaking, Finance, Economics, Investments, Microsoft Office
Education
Manhattanville College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Punahou School 1995 — 2009
Jeremy Thigpen's Edward Jones Experience May 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Ascension Credit Union December 2007 - January 2010
Spacewalk 2003 - 2005
Hibernia National Bank 2002 - 2003
Skills
AAMS
Education
Louisiana State University 1999 — 2002
Bachelor of Arts (B.A.), Marketing
Central High School 1990 — 1995
Edward Jones May 2010 - Present
Ascension Credit Union December 2007 - January 2010
Spacewalk 2003 - 2005
Hibernia National Bank 2002 - 2003
Skills
AAMS
Education
Louisiana State University 1999 — 2002
Bachelor of Arts (B.A.), Marketing
Central High School 1990 — 1995
Brooklynne Slamka Brooklynne Slamka's Edward Jones Experience May 2014 - Present
Job at
Industry Law Enforcement
Experience
Milwaukee Homicide Review Commission May 2015 - Present
Edward Jones May 2014 - Present
M.L. Tharps & Associates August 2013 - Present
Mount Mary University August 2012 - May 2014
Jimmy John's March 2009 - August 2012
Skills
PowerPoint, Microsoft Office, Event Planning, Time Management, Public Speaking, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Critical Thinking, Research, Social Media, Facebook
Education
Mount Mary University 2012 — 2015
Bachelor of Science (BS), Criminal Justice and Mathematics
Marquette University 2011 — 2012
Biomedical Science, Biomedical Sciences, General
Milwaukee Homicide Review Commission May 2015 - Present
Edward Jones May 2014 - Present
M.L. Tharps & Associates August 2013 - Present
Mount Mary University August 2012 - May 2014
Jimmy John's March 2009 - August 2012
Skills
PowerPoint, Microsoft Office, Event Planning, Time Management, Public Speaking, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Critical Thinking, Research, Social Media, Facebook
Education
Mount Mary University 2012 — 2015
Bachelor of Science (BS), Criminal Justice and Mathematics
Marquette University 2011 — 2012
Biomedical Science, Biomedical Sciences, General
John Metzler's Edward Jones Experience December 2013 - November 2014
Job Accountant
Industry Accounting
Experience
Youth Empowerment Project May 2015 - Present
Edward Jones December 2013 - November 2014
Edward Jones August 2013 - December 2013
Sterne Agee June 2012 - September 2012
Skills
Financial Modeling, Series 7, Financial Analysis, Securities, Mutual Funds, Investments, Credit, Equities, Capital Markets, Equity Research, Valuation, Microsoft Excel, Investment Banking, Corporate Finance, Fixed Income, Portfolio Strategies, Asset Allocation, Series 66, Accounting, Financial Accounting, Cost Accounting, Tax Accounting, Government Accounting, Microsoft Office, Leadership, Customer Service, Finance, Public Speaking, Strategic Planning, Management, Social Media, Marketing, PowerPoint, Financial Planning, Risk Management
Education
University of New Orleans 2015 — 2016
Master of Science (M.S.), Accounting
University of New Orleans 2009 — 2012
Bachelor, Finance
Brother Martin High School 2002 — 2007
Louisiana State University
Youth Empowerment Project May 2015 - Present
Edward Jones December 2013 - November 2014
Edward Jones August 2013 - December 2013
Sterne Agee June 2012 - September 2012
Skills
Financial Modeling, Series 7, Financial Analysis, Securities, Mutual Funds, Investments, Credit, Equities, Capital Markets, Equity Research, Valuation, Microsoft Excel, Investment Banking, Corporate Finance, Fixed Income, Portfolio Strategies, Asset Allocation, Series 66, Accounting, Financial Accounting, Cost Accounting, Tax Accounting, Government Accounting, Microsoft Office, Leadership, Customer Service, Finance, Public Speaking, Strategic Planning, Management, Social Media, Marketing, PowerPoint, Financial Planning, Risk Management
Education
University of New Orleans 2015 — 2016
Master of Science (M.S.), Accounting
University of New Orleans 2009 — 2012
Bachelor, Finance
Brother Martin High School 2002 — 2007
Louisiana State University
Dillon Burke Dillon Burke's Edward Jones Experience October 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
The Rock at Halas; Loyola University Chicago June 2013 - May 2014
Water Front Café May 2013 - August 2013
Missoula Obstetrics & Gynecology May 2012 - August 2012
Parks and Recreation May 2011 - August 2011
Rocky Mountain Moving & Storage May 2011 - August 2011
Skills
Time Management, Teamwork, Critical Thinking, PowerPoint, Microsoft Word, Data Entry, Merchandising, Retail, Inventory Control, Inventory Management, Microsoft Excel, Microsoft Office, Leadership, Series 7, Series 66, Investments
Education
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Edward Jones October 2014 - Present
The Rock at Halas; Loyola University Chicago June 2013 - May 2014
Water Front Café May 2013 - August 2013
Missoula Obstetrics & Gynecology May 2012 - August 2012
Parks and Recreation May 2011 - August 2011
Rocky Mountain Moving & Storage May 2011 - August 2011
Skills
Time Management, Teamwork, Critical Thinking, PowerPoint, Microsoft Word, Data Entry, Merchandising, Retail, Inventory Control, Inventory Management, Microsoft Excel, Microsoft Office, Leadership, Series 7, Series 66, Investments
Education
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Stephen J. Willman, MBA, AAMS's Edward Jones Experience May 2001 - September 2006
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC October 2015 - Present
UBS Financial Services, Inc October 2006 - October 2015
Edward Jones May 2001 - September 2006
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Asset Allocation, Investment Strategies, Wealth Management..., Estate Planning, 401k, Insurance, Asset Management, Investment Advisory, Wealth Management, Series 63
Education
Saint Louis University 1990 — 1994
Masters
Macalester College 1975 — 1979
BA
St Louis Priory 1969 — 1975
Wells Fargo Advisors, LLC October 2015 - Present
UBS Financial Services, Inc October 2006 - October 2015
Edward Jones May 2001 - September 2006
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Asset Allocation, Investment Strategies, Wealth Management..., Estate Planning, 401k, Insurance, Asset Management, Investment Advisory, Wealth Management, Series 63
Education
Saint Louis University 1990 — 1994
Masters
Macalester College 1975 — 1979
BA
St Louis Priory 1969 — 1975
Christie Chapman's Edward Jones Experience 2013 - 2014
Job Attorney at Clayton Fruge Ward
Industry Law Practice
Experience
Clayton Fruge Ward Law Firm April 2014 - Present
Edward Jones 2013 - 2014
District Attorney's Office August 2008 - December 2013
th Judicial District Court March 2006 - August 2008
Keogh, Cox August 2004 - March 2006
Skills
Criminal Law, Appellate Practice, Civil Litigation, Courts, Federal Courts, Legal Writing, Hearings, Personal Injury..., Westlaw, Lexis, Torts, Criminal Justice, Trials, Motions, Legal Issues, Trial Practice, Pleadings, Personal Injury, Commercial Litigation, Depositions, Medical Malpractice, Class Actions, Research, Document Review, Powers of Attorney, Notary Public, Automobile Accidents, Wrongful Death
Education
LSU Paul M. Hebert Law Center 2001 — 2004
J.D., B.C.L
Louisiana State University 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Louisiana State University 1997 — 2001
B.A, English
Clayton Fruge Ward Law Firm April 2014 - Present
Edward Jones 2013 - 2014
District Attorney's Office August 2008 - December 2013
th Judicial District Court March 2006 - August 2008
Keogh, Cox August 2004 - March 2006
Skills
Criminal Law, Appellate Practice, Civil Litigation, Courts, Federal Courts, Legal Writing, Hearings, Personal Injury..., Westlaw, Lexis, Torts, Criminal Justice, Trials, Motions, Legal Issues, Trial Practice, Pleadings, Personal Injury, Commercial Litigation, Depositions, Medical Malpractice, Class Actions, Research, Document Review, Powers of Attorney, Notary Public, Automobile Accidents, Wrongful Death
Education
LSU Paul M. Hebert Law Center 2001 — 2004
J.D., B.C.L
Louisiana State University 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Louisiana State University 1997 — 2001
B.A, English
Dan Rodney Dan Rodney's Edward Jones Experience April 2012 - October 2013
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Edward Jones April 2012 - October 2013
KBS Capital Markets Group July 2010 - June 2011
Genworth Financial March 2006 - August 2008
Hartford\ Planco March 2005 - April 2006
MetLife 2002 - 2005
Pacific Life October 1999 - March 2002
Skills
Retirement Planning, Asset Allocation, Wealth Management, Finance, Fixed Annuities, Investments, Mutual Funds, Retirement, Series 6, Series 7, Alternative Investments
Education
Loyola Marymount University 1994 — 1998
BS
Wells Fargo Advisors, LLC October 2013 - Present
Edward Jones April 2012 - October 2013
KBS Capital Markets Group July 2010 - June 2011
Genworth Financial March 2006 - August 2008
Hartford\ Planco March 2005 - April 2006
MetLife 2002 - 2005
Pacific Life October 1999 - March 2002
Skills
Retirement Planning, Asset Allocation, Wealth Management, Finance, Fixed Annuities, Investments, Mutual Funds, Retirement, Series 6, Series 7, Alternative Investments
Education
Loyola Marymount University 1994 — 1998
BS
Bonnie Harlow's Edward Jones Experience May 1991 - October 1995
Job Personal Assistant for University of Tennessee Coach Staff
Industry Staffing and Recruiting
Experience
University of Tennessee Coach Staff August 2014 - Present
Talent Trek Agency March 2006 - Present
Smoky Mountain Park Arabians April 2011 - July 2013
Sales and Marketing Rep May 2006 - April 2011
Christian Academy of Knoxville August 2001 - May 2006
Concord Christian Academy August 2000 - August 2001
Edward Jones May 1991 - October 1995
US Army June 1991 - December 1991
Skills
Social Networking, Leadership, Marketing, Event Management, Strategic Planning, Event Planning, Management, Sales, Customer Service, Marketing Strategy, Account Management, Public Speaking, Public Relations
Education
University of Miami - School of Business 1989 — 1991
Bachelor of Business Administration (BBA), Marketing
Marion Military Institute 1988 — 1990
Associate of Arts (A.A.)
University of Tennessee-Knoxville
Masters of Mental Health Education
University of South Carolina-Beaufort
General Studies
University of Hawaii at Manoa
General Studies
Kailua High School
University of Tennessee Coach Staff August 2014 - Present
Talent Trek Agency March 2006 - Present
Smoky Mountain Park Arabians April 2011 - July 2013
Sales and Marketing Rep May 2006 - April 2011
Christian Academy of Knoxville August 2001 - May 2006
Concord Christian Academy August 2000 - August 2001
Edward Jones May 1991 - October 1995
US Army June 1991 - December 1991
Skills
Social Networking, Leadership, Marketing, Event Management, Strategic Planning, Event Planning, Management, Sales, Customer Service, Marketing Strategy, Account Management, Public Speaking, Public Relations
Education
University of Miami - School of Business 1989 — 1991
Bachelor of Business Administration (BBA), Marketing
Marion Military Institute 1988 — 1990
Associate of Arts (A.A.)
University of Tennessee-Knoxville
Masters of Mental Health Education
University of South Carolina-Beaufort
General Studies
University of Hawaii at Manoa
General Studies
Kailua High School
Karen Rohaly Karen Rohaly's Edward Jones Experience May 2001 - April 2004
Job Executive Recruiter at Highland Consulting Group
Industry Banking
Experience
Highland Consulting Group January 2009 - Present
Macy's September 1998 - May 2012
Varner Financial Group, Inc. May 2004 - June 2008
Edward Jones May 2001 - April 2004
Standard Bank 1998 - 2001
First Commonwealth Bank 1995 - 1998
Skills
Commercial Lending, Treasury Services, Banking, Underwriting, Small Business Lending, Credit, Commercial Banking, Branch Management, Loans, Cash Management, College Recruiting, Deposits, Investments, Series 63, Recruiting, Finance, Lines Of Credit, Retail Banking, Loan Origination, Private Banking, Sales, Credit Analysis, Sourcing, Financial Services, Mortgage Lending, Relationship Management, Branch Banking, Mortgage Banking, Portfolio Management, Credit Risk, Small Business, Consumer Lending, Customer Retention, Cross Selling, Human Resources, Risk Management
Education
Mansfield University of Pennsylvania 1971 — 1973
Highland Consulting Group January 2009 - Present
Macy's September 1998 - May 2012
Varner Financial Group, Inc. May 2004 - June 2008
Edward Jones May 2001 - April 2004
Standard Bank 1998 - 2001
First Commonwealth Bank 1995 - 1998
Skills
Commercial Lending, Treasury Services, Banking, Underwriting, Small Business Lending, Credit, Commercial Banking, Branch Management, Loans, Cash Management, College Recruiting, Deposits, Investments, Series 63, Recruiting, Finance, Lines Of Credit, Retail Banking, Loan Origination, Private Banking, Sales, Credit Analysis, Sourcing, Financial Services, Mortgage Lending, Relationship Management, Branch Banking, Mortgage Banking, Portfolio Management, Credit Risk, Small Business, Consumer Lending, Customer Retention, Cross Selling, Human Resources, Risk Management
Education
Mansfield University of Pennsylvania 1971 — 1973
Ian James Ian James's Edward Jones Experience July 1996 - January 2007
Job Financial Advisor
Industry Financial Services
Experience
Investacorp, Inc. July 2014 - Present
Capital Financial Group, LLC January 2007 - Present
Summit Brokerage Services, Inc. October 2011 - July 2014
Edward Jones July 1996 - January 2007
MetLife January 1995 - July 1996
Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education
Education
Louisiana State University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Idaho 1989 — 1994
Bachelor of Science (B.S.), Political Science and Government
Investacorp, Inc. July 2014 - Present
Capital Financial Group, LLC January 2007 - Present
Summit Brokerage Services, Inc. October 2011 - July 2014
Edward Jones July 1996 - January 2007
MetLife January 1995 - July 1996
Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education
Education
Louisiana State University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Idaho 1989 — 1994
Bachelor of Science (B.S.), Political Science and Government
Tabor McMillan's Edward Jones Experience December 2012 - June 2013
Job Commercial Lender at PlainsCapital Bank
Industry Financial Services
Experience
PlainsCapital Bank August 2015 - Present
PlainsCapital Bank July 2013 - July 2015
Edward Jones December 2012 - June 2013
American State Bank September 2010 - May 2012
Best Buy June 2008 - March 2009
Skills
Financial Analysis, Financial Statements, Friendliness, Loyal, Logical Thinker, Leadership, Finance, Forecasting, Analysis, Budgets, Microsoft Excel, Strategic Financial..., Investments, Loans, Internal Audit, Financial Planning, Customer Service
Education
Lubbock Christian University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
PlainsCapital Bank August 2015 - Present
PlainsCapital Bank July 2013 - July 2015
Edward Jones December 2012 - June 2013
American State Bank September 2010 - May 2012
Best Buy June 2008 - March 2009
Skills
Financial Analysis, Financial Statements, Friendliness, Loyal, Logical Thinker, Leadership, Finance, Forecasting, Analysis, Budgets, Microsoft Excel, Strategic Financial..., Investments, Loans, Internal Audit, Financial Planning, Customer Service
Education
Lubbock Christian University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ron Pryer Ron Pryer's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
ManpowerGroup 2013 - July 2014
Column Engineering 2012 - 2012
PHH Mortgage 2009 - 2010
PNC 2003 - 2009
Worknet 1999 - 2003
PSC Group, LLC 1997 - 1999
Skills
Investments, Investment Advisory, Investment Strategies, Retirement Solutions, Retirement Planning, 401k Rollovers, IRAs, Life Insurance, College Funding..., 529 Plans, Mutual Funds, Stocks, Bonds, Annuity Sales, Financial Services, Skilled Relationship..., Consultative Selling..., New Business Development, Social Networking, Talent Acquisition, Recruiting, Applicant Tracking..., Interviews, Resume Writing, Employee Training, Onboarding, Employee Relations, Hiring, Contract Negotiation, Vendor Management
Education
Loyola University of Chicago
BACHELOR OF SCIENCE, Computer Science
Edward Jones July 2014 - Present
ManpowerGroup 2013 - July 2014
Column Engineering 2012 - 2012
PHH Mortgage 2009 - 2010
PNC 2003 - 2009
Worknet 1999 - 2003
PSC Group, LLC 1997 - 1999
Skills
Investments, Investment Advisory, Investment Strategies, Retirement Solutions, Retirement Planning, 401k Rollovers, IRAs, Life Insurance, College Funding..., 529 Plans, Mutual Funds, Stocks, Bonds, Annuity Sales, Financial Services, Skilled Relationship..., Consultative Selling..., New Business Development, Social Networking, Talent Acquisition, Recruiting, Applicant Tracking..., Interviews, Resume Writing, Employee Training, Onboarding, Employee Relations, Hiring, Contract Negotiation, Vendor Management
Education
Loyola University of Chicago
BACHELOR OF SCIENCE, Computer Science
Feliz Tovar's Edward Jones Experience August 2013 - January 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2014 - Present
Hispanic Capitol Day, Inc September 2012 - May 2015
Edward Jones August 2013 - January 2014
Hispanic Leaders Group of greater St. Louis January 2013 - December 2013
Our Redeemer Evangelical Lutheran Church August 2011 - August 2013
King of Kings Lutheran July 2009 - October 2011
Education
Concordia Seminary 2001 — 2006
M. Div, Theology, church history, Greek, Hebrew
Luther College 1997 — 2001
B.A., Philosophy
Northwestern Mutual April 2014 - Present
Hispanic Capitol Day, Inc September 2012 - May 2015
Edward Jones August 2013 - January 2014
Hispanic Leaders Group of greater St. Louis January 2013 - December 2013
Our Redeemer Evangelical Lutheran Church August 2011 - August 2013
King of Kings Lutheran July 2009 - October 2011
Education
Concordia Seminary 2001 — 2006
M. Div, Theology, church history, Greek, Hebrew
Luther College 1997 — 2001
B.A., Philosophy
Nicole Duplantis's Edward Jones Experience July 2011 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry Real Estate
Experience
Edward Jones July 2011 - Present
K2 Realty 2010 - 2011
Skills
Real Estate, Marketing, Sales, Customer Service, Social Networking, Purchasing, Social Media Marketing, Online Advertising, Microsoft Office, Microsoft Excel, Outlook Express, Lotus Notes, Switchboard Operator, Receptionist Duties, Calendar Planning, Optical Imaging, Microsoft Word, Appointment Scheduling, Multi-line Phone, Data Entry, Insurance verification, Insurance claims, PowerPoint, Training
Education
Louisiana State University 1984 — 1986
General
Edward Jones July 2011 - Present
K2 Realty 2010 - 2011
Skills
Real Estate, Marketing, Sales, Customer Service, Social Networking, Purchasing, Social Media Marketing, Online Advertising, Microsoft Office, Microsoft Excel, Outlook Express, Lotus Notes, Switchboard Operator, Receptionist Duties, Calendar Planning, Optical Imaging, Microsoft Word, Appointment Scheduling, Multi-line Phone, Data Entry, Insurance verification, Insurance claims, PowerPoint, Training
Education
Louisiana State University 1984 — 1986
General
Danyel Ramelow's Edward Jones Experience August 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2002 - Present
Education
Louisiana State University 1997 — 1998
McNeese State University 1993 — 1996
Bachelor, Finance
Edward Jones August 2002 - Present
Education
Louisiana State University 1997 — 1998
McNeese State University 1993 — 1996
Bachelor, Finance
Elizabeth Macke's Edward Jones Experience June 2011 - Present
Job Marketing Intern at DIG Magazine Baton Rouge
Industry Marketing and Advertising
Experience
DIG Magazine - Baton Rouge May 2015 - Present
Edward Jones June 2011 - Present
Catapult Creative Media Inc. May 2015 - Present
Dinner Lab, Inc. October 2014 - January 2015
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Facebook, Advertising, Event Planning, Outlook
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
DIG Magazine - Baton Rouge May 2015 - Present
Edward Jones June 2011 - Present
Catapult Creative Media Inc. May 2015 - Present
Dinner Lab, Inc. October 2014 - January 2015
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Facebook, Advertising, Event Planning, Outlook
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Jason J. Adams, MBA Jason J. Adams, MBA's Edward Jones Experience July 2003 - January 2007
Job The operations professional that gets the job done!
Industry Airlines/Aviation
Experience
Financial Services Company/Third Party Lender November 2012 - Present
Eagle One Spares November 2009 - Present
Tiger Enterprises & Trading, Inc. February 2007 - November 2009
Edward Jones July 2003 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Marketing, Sales, Management, Payroll, Team Building, Insurance, Leadership, New Business Development, Time Management
Education
Southern Wesleyan University 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations
Lynchburg College 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
Financial Services Company/Third Party Lender November 2012 - Present
Eagle One Spares November 2009 - Present
Tiger Enterprises & Trading, Inc. February 2007 - November 2009
Edward Jones July 2003 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Marketing, Sales, Management, Payroll, Team Building, Insurance, Leadership, New Business Development, Time Management
Education
Southern Wesleyan University 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations
Lynchburg College 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
Stephen McGoff's Edward Jones Experience September 2007 - November 2009
Job Wealth Manager | Financial Planner | Operations Manager | Business Manager | Manager
Industry Financial Services
Experience
Seeking New Opportunity, Immediate Start February 2013 - August 2013
Money Concepts 2013 - 2013
The Guardian Life Insurance Company of America (Westwood Financial Strategies) 2011 - 2011
Express Medical Transporters November 2009 - October 2010
Edward Jones September 2007 - November 2009
Midas Auto Service Experts October 1988 - August 2007
Skills
Small Business, Financial Planning, Investments, Entrepreneur, Strategic Financial..., Entrepreneurship, Management, Financial Analysis, Leadership, Strategy, Analysis, Customer Service, Budgets, Time Management, Strategic Planning, Team Building, Business Planning, Accounting, Financial Reporting, Team Leadership, Retirement Planning, Project Planning, Finance, Selling, Retirement, Insurance, Risk Management, Financial Advisory, Coaching, Management Consulting
Education
Marquette University
BSBA, Business, Finance
McCluer North
Seeking New Opportunity, Immediate Start February 2013 - August 2013
Money Concepts 2013 - 2013
The Guardian Life Insurance Company of America (Westwood Financial Strategies) 2011 - 2011
Express Medical Transporters November 2009 - October 2010
Edward Jones September 2007 - November 2009
Midas Auto Service Experts October 1988 - August 2007
Skills
Small Business, Financial Planning, Investments, Entrepreneur, Strategic Financial..., Entrepreneurship, Management, Financial Analysis, Leadership, Strategy, Analysis, Customer Service, Budgets, Time Management, Strategic Planning, Team Building, Business Planning, Accounting, Financial Reporting, Team Leadership, Retirement Planning, Project Planning, Finance, Selling, Retirement, Insurance, Risk Management, Financial Advisory, Coaching, Management Consulting
Education
Marquette University
BSBA, Business, Finance
McCluer North
Donald Bower III Donald Bower III's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
A Big Farm May 1989 - Present
Town of Erin 2007 - 2011
New York Farm Bureau 2007 - 2011
Horseheads Do It Center June 2007 - August 2010
Education
Lycoming College 2007 — 2011
BA, Economics and Political Science
Edward Jones June 2011 - Present
A Big Farm May 1989 - Present
Town of Erin 2007 - 2011
New York Farm Bureau 2007 - 2011
Horseheads Do It Center June 2007 - August 2010
Education
Lycoming College 2007 — 2011
BA, Economics and Political Science
Darrell Guitar Darrell Guitar's Edward Jones Experience December 2008 - April 2009
Job REALTOR® at CENTURY 21 North Country
Industry Real Estate
Experience
Century 21 North Country March 2013 - Present
American Senior Benefits April 2012 - September 2013
Bankers Life and Casualty February 2011 - March 2012
Wells Fargo Home Mortgage August 2009 - September 2010
Edward Jones December 2008 - April 2009
Citizens Bank - Michigan, Ohio and Wisconsin January 2000 - July 2008
D&N Bank (merged into Republic Bank then Citizens Bank) March 1977 - July 2008
Haug's Jewelry & Collectibles March 2000 - October 2005
FedAlaska Federal Credit Union August 1991 - September 1992
Skills
Project Management, Product Development, System Administration, Insurance, Loans, Mortgage, Customer Service, Banking, Problem Solving, Excel, Sales Management, Microsoft Office, Word, Process Improvement, Analysis, Annuities, Long Term Care, Business Planning, Compliance, Financial Planning, Administration, Inventory Management, Credit, Licensed Life & Health..., Real Estate Sales...
Education
Oakland University 1976 — 1978
Bachelor's degree, Management
Macomb Community College 1974 — 1976
Associates Degree, Business Data Processing
Century 21 North Country March 2013 - Present
American Senior Benefits April 2012 - September 2013
Bankers Life and Casualty February 2011 - March 2012
Wells Fargo Home Mortgage August 2009 - September 2010
Edward Jones December 2008 - April 2009
Citizens Bank - Michigan, Ohio and Wisconsin January 2000 - July 2008
D&N Bank (merged into Republic Bank then Citizens Bank) March 1977 - July 2008
Haug's Jewelry & Collectibles March 2000 - October 2005
FedAlaska Federal Credit Union August 1991 - September 1992
Skills
Project Management, Product Development, System Administration, Insurance, Loans, Mortgage, Customer Service, Banking, Problem Solving, Excel, Sales Management, Microsoft Office, Word, Process Improvement, Analysis, Annuities, Long Term Care, Business Planning, Compliance, Financial Planning, Administration, Inventory Management, Credit, Licensed Life & Health..., Real Estate Sales...
Education
Oakland University 1976 — 1978
Bachelor's degree, Management
Macomb Community College 1974 — 1976
Associates Degree, Business Data Processing
Dan Gaidula Dan Gaidula's Edward Jones Experience 1998 - 1998
Job Creative Principal at IceBox Industries
Industry Graphic Design
Experience
IceBox Industries September 2008 - Present
The University of the Arts September 2009 - Present
Type Wranglers, LLC September 2008 - Present
MICA September 2008 - December 2009
Lincoln Financial Group December 2007 - August 2008
Lincoln Financial Group July 2005 - December 2007
Smith Design Co. 2000 - 2002
Luminant Worldwide December 1999 - August 2000
Martha Stewart Living Omnimedia January 1999 - December 1999
Edward Jones 1998 - 1998
Skills
Graphic Design, Art Direction, User Interface Design, CSS, HTML, Typography, Creative Direction, JavaScript, Corporate Identity, XML, ActionScript, Video, Information Architecture, Adobe Creative Suite, Flash, InDesign, Concept Development, Multimedia, jQuery UI, jQuery, After Effects, Graphics, Email Marketing, Photography, Layout, Illustrator, Illustration, Web Design, Interaction Design, Digital Strategy, Visual Communication, Information Design, XMP, Backbone.js, LAMP
Education
Rhode Island School of Design 2002 — 2004
MFA, Graphic Design
Maine College of Art 1996 — 1996
Graphic Design and Typography
University of Missouri-Columbia 1991 — 1996
BFA, Art, Art History, Graphic Design
The George Washington University 1990 — 1991
IceBox Industries September 2008 - Present
The University of the Arts September 2009 - Present
Type Wranglers, LLC September 2008 - Present
MICA September 2008 - December 2009
Lincoln Financial Group December 2007 - August 2008
Lincoln Financial Group July 2005 - December 2007
Smith Design Co. 2000 - 2002
Luminant Worldwide December 1999 - August 2000
Martha Stewart Living Omnimedia January 1999 - December 1999
Edward Jones 1998 - 1998
Skills
Graphic Design, Art Direction, User Interface Design, CSS, HTML, Typography, Creative Direction, JavaScript, Corporate Identity, XML, ActionScript, Video, Information Architecture, Adobe Creative Suite, Flash, InDesign, Concept Development, Multimedia, jQuery UI, jQuery, After Effects, Graphics, Email Marketing, Photography, Layout, Illustrator, Illustration, Web Design, Interaction Design, Digital Strategy, Visual Communication, Information Design, XMP, Backbone.js, LAMP
Education
Rhode Island School of Design 2002 — 2004
MFA, Graphic Design
Maine College of Art 1996 — 1996
Graphic Design and Typography
University of Missouri-Columbia 1991 — 1996
BFA, Art, Art History, Graphic Design
The George Washington University 1990 — 1991
Darrel P. Quinn, AAMS®'s Edward Jones Experience May 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2006 - Present
Detroit Ignition January 2008 - December 2009
Education
College for Financial Planning 2012 — 2014
Madonna University 2003 — 2007
Bachelor of Science, Business Administration
Edward Jones May 2006 - Present
Detroit Ignition January 2008 - December 2009
Education
College for Financial Planning 2012 — 2014
Madonna University 2003 — 2007
Bachelor of Science, Business Administration
Mark Culotta's Edward Jones Experience June 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Construction
Experience
Edward Jones June 2015 - Present
F.H. Paschen January 2013 - May 2015
Skills
Construction Management, Primavera P6, Project Estimation, Construction, Change Orders, Value Engineering, CPM Scheduling, Subcontracting, Pre-construction, AutoCAD, Contractors, Submittals, Constructability, RFI
Education
University of New Orleans 2013 — 2015
Master of Business Administration (MBA), Finance, General
Louisiana State University 2008 — 2012
Bachelor of Science (BS), Construction Management
Edward Jones June 2015 - Present
F.H. Paschen January 2013 - May 2015
Skills
Construction Management, Primavera P6, Project Estimation, Construction, Change Orders, Value Engineering, CPM Scheduling, Subcontracting, Pre-construction, AutoCAD, Contractors, Submittals, Constructability, RFI
Education
University of New Orleans 2013 — 2015
Master of Business Administration (MBA), Finance, General
Louisiana State University 2008 — 2012
Bachelor of Science (BS), Construction Management
Matthew Childs's Edward Jones Experience January 2010 - December 2011
Job Financial Manager at One West Bank
Industry Financial Services
Experience
One West Bank January 2013 - Present
M.E.CHILDS Investment Services effecting transactions through SII Investments January 2011 - December 2012
Edward Jones January 2010 - December 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Strategic Financial..., Finance, Accounting, Valuation, Investments, Microsoft Excel, Forecasting, Banking, Portfolio Management, Risk Management, Business Analysis, Analysis, Process Improvement, Budgets, Equities, Financial Accounting
Education
University of Southern Indiana 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Madisonville Community College 2004 — 2005
One West Bank January 2013 - Present
M.E.CHILDS Investment Services effecting transactions through SII Investments January 2011 - December 2012
Edward Jones January 2010 - December 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Strategic Financial..., Finance, Accounting, Valuation, Investments, Microsoft Excel, Forecasting, Banking, Portfolio Management, Risk Management, Business Analysis, Analysis, Process Improvement, Budgets, Equities, Financial Accounting
Education
University of Southern Indiana 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Madisonville Community College 2004 — 2005
Spencer Bennett Spencer Bennett's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Security and Investigations
Experience
Edward Jones April 2013 - Present
Enterprise Rent-A-Car January 2012 - April 2013
Liberty Security Systems Inc May 2009 - September 2011
Skills
Sales, Customer Service, Sales Management, Team Leadership, Microsoft Excel, Public Speaking, Leadership, Management, Negotiation, Microsoft Office, Business Development, PowerPoint, Microsoft Word, Team Building, Employee Training
Education
Grant Macewan College 2007 — 2011
B Com, Management
Edward Jones April 2013 - Present
Enterprise Rent-A-Car January 2012 - April 2013
Liberty Security Systems Inc May 2009 - September 2011
Skills
Sales, Customer Service, Sales Management, Team Leadership, Microsoft Excel, Public Speaking, Leadership, Management, Negotiation, Microsoft Office, Business Development, PowerPoint, Microsoft Word, Team Building, Employee Training
Education
Grant Macewan College 2007 — 2011
B Com, Management
Joe Mott Joe Mott's Edward Jones Experience June 1985 - August 2000
Job President/Owner at Joseph Mott Insurance Group, Inc.
Industry Insurance
Experience
Joseph Mott Insurance Group, Inc. dba Brightway Insurance September 2012 - Present
Mott & Associates Inc August 2000 - January 2012
Edward Jones June 1985 - August 2000
Education
Washington University in St. Louis 1989 — 1991
Master of Business Administration (M.B.A.)
LSU 1974 — 1979
Bachelor of Science (B.S.), Civil Engineering
Joseph Mott Insurance Group, Inc. dba Brightway Insurance September 2012 - Present
Mott & Associates Inc August 2000 - January 2012
Edward Jones June 1985 - August 2000
Education
Washington University in St. Louis 1989 — 1991
Master of Business Administration (M.B.A.)
LSU 1974 — 1979
Bachelor of Science (B.S.), Civil Engineering
Chris Stutes's Edward Jones Experience June 1992 - February 2007
Job Owner of Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management, Inc February 2007 - Present
LPL Financial February 2007 - Present
Edward Jones June 1992 - February 2007
Donald L Mayeaux Law Firm May 1989 - June 1992
Skills
Retirement Planning, Investments, Wealth Management, 401k, Strategic Financial..., Financial Analysis, IRAs, Securities, Mutual Funds, Asset Allocation, Financial Advisory, Strategic Planning, Sales, Insurance, Finance, Estate Planning, Retirement, Series 7, Public Speaking, Wealth Management..., Small Business, Mortgage Lending, Investment Advisory, Risk Management, Fixed Annuities, 401k Rollovers
Education
Loyola University New Orleans College of Law 1982 — 1986
JD, Law
Louisiana State University 1981 — 1985
BS, Business
Cornerstone Wealth Management, Inc February 2007 - Present
LPL Financial February 2007 - Present
Edward Jones June 1992 - February 2007
Donald L Mayeaux Law Firm May 1989 - June 1992
Skills
Retirement Planning, Investments, Wealth Management, 401k, Strategic Financial..., Financial Analysis, IRAs, Securities, Mutual Funds, Asset Allocation, Financial Advisory, Strategic Planning, Sales, Insurance, Finance, Estate Planning, Retirement, Series 7, Public Speaking, Wealth Management..., Small Business, Mortgage Lending, Investment Advisory, Risk Management, Fixed Annuities, 401k Rollovers
Education
Loyola University New Orleans College of Law 1982 — 1986
JD, Law
Louisiana State University 1981 — 1985
BS, Business
Danyel Ramelow's Edward Jones Experience August 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Pamela Koehler Pamela Koehler's Edward Jones Experience 1999 - 2002
Job Academic Intervention Teacher
Industry Education Management
Experience
Queen of Angels Catholic School August 2002 - Present
Edward Jones 1999 - 2002
Advanced Productions / Fundraising Innovations 1998 - 1999
Cellular Consulting / PowerCom 1996 - 1998
MCI Telecommunications 1981 - 1986
Medford Public Schools 1980 - 1981
Lynchburg and Amherst Co. Schools 1977 - 1980
Skills
Fundraising, Nonprofits, Public Speaking, Leadership, Team Building, Strategic Planning, Event Planning, Special Education, Negotiation, Leadership Development
Education
Lynchburg College 1973 — 1979
BA and M.Ed, Special Education: Learning & Behavioral Differences
Brighton High School
Queen of Angels Catholic School August 2002 - Present
Edward Jones 1999 - 2002
Advanced Productions / Fundraising Innovations 1998 - 1999
Cellular Consulting / PowerCom 1996 - 1998
MCI Telecommunications 1981 - 1986
Medford Public Schools 1980 - 1981
Lynchburg and Amherst Co. Schools 1977 - 1980
Skills
Fundraising, Nonprofits, Public Speaking, Leadership, Team Building, Strategic Planning, Event Planning, Special Education, Negotiation, Leadership Development
Education
Lynchburg College 1973 — 1979
BA and M.Ed, Special Education: Learning & Behavioral Differences
Brighton High School
Rengaram Santharam Rengaram Santharam's Edward Jones Experience 2011 - 2011
Job Module Leader at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro Technologies July 2006 - March 2011
Edward Jones 2011 - 2011
OriginWave Ltd. June 2005 - June 2006
Skills
Java Enterprise Edition, Requirements Analysis, Weblogic, XML, SDLC
Education
Madurai Kamaraj University 2006 — 2008
MBA, Systems
Madurai Kamaraj University 2001 — 2004
BE, Electrical and Electronics Engineering
Wipro Technologies July 2006 - March 2011
Edward Jones 2011 - 2011
OriginWave Ltd. June 2005 - June 2006
Skills
Java Enterprise Edition, Requirements Analysis, Weblogic, XML, SDLC
Education
Madurai Kamaraj University 2006 — 2008
MBA, Systems
Madurai Kamaraj University 2001 — 2004
BE, Electrical and Electronics Engineering
Philip Mayeux's Edward Jones Experience June 1999 - December 1999
Job LPL Financial
Industry Financial Services
Experience
LPL Financial November 2009 - Present
Chase December 1999 - November 2009
Edward Jones June 1999 - December 1999
Skills
Series 7, Series 63, Series 24, Licensed Life & Health..., Series 65
Education
University of Louisiana at Lafayette 1994 — 1999
Bachelor's degree, Marketing and Finance
Louisiana State University 1993 — 1994
LPL Financial November 2009 - Present
Chase December 1999 - November 2009
Edward Jones June 1999 - December 1999
Skills
Series 7, Series 63, Series 24, Licensed Life & Health..., Series 65
Education
University of Louisiana at Lafayette 1994 — 1999
Bachelor's degree, Marketing and Finance
Louisiana State University 1993 — 1994
Sandra Derr Sandra Derr's Edward Jones Experience January 2002 - October 2010
Job currently "retired" but open to opportunities at living in Ashburn VA
Industry Financial Services
Experience
living in Ashburn VA 2011 - Present
Edward Jones January 2002 - October 2010
Loudoun County Schools August 1971 - June 2000
Skills
Volunteer Management, Retirement Planning, Retirement, Securities, Asset Allocation, Wealth Management, Investments, Estate Planning, Financial Services
Education
University of Virginia 1969 — 1971
M Ed, Counseling
Lycoming College 1964 — 1969
BA, English, Elementary Education
Montoursville High School 1963 — 1964
living in Ashburn VA 2011 - Present
Edward Jones January 2002 - October 2010
Loudoun County Schools August 1971 - June 2000
Skills
Volunteer Management, Retirement Planning, Retirement, Securities, Asset Allocation, Wealth Management, Investments, Estate Planning, Financial Services
Education
University of Virginia 1969 — 1971
M Ed, Counseling
Lycoming College 1964 — 1969
BA, English, Elementary Education
Montoursville High School 1963 — 1964
Pankaj Mittal Pankaj Mittal's Edward Jones Experience July 2003 - December 2003
Job Financial Consulting at AVH Consulting Inc
Industry Outsourcing/Offshoring
Experience
AVH Consulting Inc 2008 - Present
Business Network International (BNI) 2008 - Present
Berlanga Holding March 2004 - May 2008
Edward Jones July 2003 - December 2003
Auric Asia Holdings Pte Ltd., (and offshore cos September 1999 - June 2001
Prima Comexindo Rus Ltd June 1996 - September 1999
EIDER ELECTRONICS INDUSTRIES LTD July 1995 - June 1996
SUN Group February 1993 - September 1994
Skills
Target Costing, Consolidated Financial..., Strategic Financial..., Foreign Currency..., Accounting, Investments, Interactive Advertising
Education
American Institutes of CPAs 2002 — 2003
CPA, Finance and Accounting
Oracle Corporation 2001 — 2001
Oracle FInancials, Oracle FInancial
Institute of Chartered Accountants of India 1980 — 1987
Chartered Accountatn, Finance and Accounting
Maharshi Dayanand University 1975 — 1979
Bachelor of Commerce, Finance
Babu Lal Gupt Bal Siksha Niketan Montessori Schol Hardoi 1966 — 1969
Primary School
AVH Consulting Inc 2008 - Present
Business Network International (BNI) 2008 - Present
Berlanga Holding March 2004 - May 2008
Edward Jones July 2003 - December 2003
Auric Asia Holdings Pte Ltd., (and offshore cos September 1999 - June 2001
Prima Comexindo Rus Ltd June 1996 - September 1999
EIDER ELECTRONICS INDUSTRIES LTD July 1995 - June 1996
SUN Group February 1993 - September 1994
Skills
Target Costing, Consolidated Financial..., Strategic Financial..., Foreign Currency..., Accounting, Investments, Interactive Advertising
Education
American Institutes of CPAs 2002 — 2003
CPA, Finance and Accounting
Oracle Corporation 2001 — 2001
Oracle FInancials, Oracle FInancial
Institute of Chartered Accountants of India 1980 — 1987
Chartered Accountatn, Finance and Accounting
Maharshi Dayanand University 1975 — 1979
Bachelor of Commerce, Finance
Babu Lal Gupt Bal Siksha Niketan Montessori Schol Hardoi 1966 — 1969
Primary School
Ed LaFoe Ed LaFoe's Edward Jones Experience July 2007 - December 2008
Job Network Engineer at a major bank
Industry Computer Networking
Experience
a major bank 2011 - Present
SAVVIS 2009 - September 2011
Edward Jones July 2007 - December 2008
Datotel December 2005 - April 2007
Verizon Business September 1995 - December 2004
MCI 1997 - 2004
MCI Worldcom 1995 - 2004
Worldcom 1995 - 2004
MCIWorldCom 1995 - 2004
LDDS WorldCom/Williams Telecommunications 1994 - 2004
Skills
Cisco Technologies, Firewalls, IDS, BGP, CCNA, Network Engineering, Data Center, LAN-WAN, Routing, MPLS, OSPF, Network Design, Switches, Frame Relay, Routers, EIGRP, WAN, QoS
Education
St. Louis Community College 2006 — 2007
Information Systems
University of Louisiana at Lafayette 1988 — 1994
MBA, Business
Louisiana State University 1971 — 1975
BS, Electrical Engineering
a major bank 2011 - Present
SAVVIS 2009 - September 2011
Edward Jones July 2007 - December 2008
Datotel December 2005 - April 2007
Verizon Business September 1995 - December 2004
MCI 1997 - 2004
MCI Worldcom 1995 - 2004
Worldcom 1995 - 2004
MCIWorldCom 1995 - 2004
LDDS WorldCom/Williams Telecommunications 1994 - 2004
Skills
Cisco Technologies, Firewalls, IDS, BGP, CCNA, Network Engineering, Data Center, LAN-WAN, Routing, MPLS, OSPF, Network Design, Switches, Frame Relay, Routers, EIGRP, WAN, QoS
Education
St. Louis Community College 2006 — 2007
Information Systems
University of Louisiana at Lafayette 1988 — 1994
MBA, Business
Louisiana State University 1971 — 1975
BS, Electrical Engineering
John Finney's Edward Jones Experience June 2015 - August 2015
Job Student at Louisiana State University and Agricultural and Mechanical College
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
Louisiana State University August 2014 - May 2015
LSU Bilateral Exchange Program January 2014 - June 2014
City of East Baton Rouge Employee Retirement System July 2013 - November 2013
Skills
Financial Planning, Sales, Leadership, Time Management, Public Speaking, Customer Service, Financial Analysis, Research, Microsoft Excel, PowerPoint, Microsoft Word
Education
Louisiana State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Edward Jones June 2015 - August 2015
Louisiana State University August 2014 - May 2015
LSU Bilateral Exchange Program January 2014 - June 2014
City of East Baton Rouge Employee Retirement System July 2013 - November 2013
Skills
Financial Planning, Sales, Leadership, Time Management, Public Speaking, Customer Service, Financial Analysis, Research, Microsoft Excel, PowerPoint, Microsoft Word
Education
Louisiana State University 2011 — 2015
Bachelor of Science (B.S.), Finance
douglas cloutier douglas cloutier's Edward Jones Experience October 2011 - April 2012
Job Senior Mortgage Banker at Quicken Loans
Industry Marketing and Advertising
Experience
Quicken Loans June 2013 - Present
Michigan Elite Umpire Association April 2008 - June 2014
Penn Station East Coast Subs September 2010 - May 2013
Edward Jones October 2011 - April 2012
EDWARD JONES INVESTMENTS October 2011 - April 2012
Edward Jones October 2011 - April 2012
Macomb Monthly December 2009 - October 2011
Macomb monthly January 2008 - September 2010
Skills
Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Service Industries, Solution Orientated
Education
Northwood University 2010 — 2013
Bachelor's degree, Marketing
Northwood University 2009 — 2013
Bachelor of Marketing
Macomb Community College 2008 — 2009
Quicken Loans June 2013 - Present
Michigan Elite Umpire Association April 2008 - June 2014
Penn Station East Coast Subs September 2010 - May 2013
Edward Jones October 2011 - April 2012
EDWARD JONES INVESTMENTS October 2011 - April 2012
Edward Jones October 2011 - April 2012
Macomb Monthly December 2009 - October 2011
Macomb monthly January 2008 - September 2010
Skills
Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Service Industries, Solution Orientated
Education
Northwood University 2010 — 2013
Bachelor's degree, Marketing
Northwood University 2009 — 2013
Bachelor of Marketing
Macomb Community College 2008 — 2009
Kevin Aubrey's Edward Jones Experience March 2000 - September 2000
Job Entrepreneur
Industry Management Consulting
Experience
Principal Financial Group December 2011 - Present
Principal Financial Group January 2013 - Present
TNT Fitness Results December 2013 - Present
Encompass Management Services LLC March 2003 - Present
Aubrey Electric Inc. September 2000 - Present
Edward Jones March 2000 - September 2000
Kimberly-Clark July 1999 - February 2000
Huberty & Associates December 1998 - July 1999
Skills
Financial Needs Analysis, 401k, Fixed Annuities, Estate Planning, Mutual Funds, Employee Benefits, Business Continuation..., Universal Life Insurance, Term Life Insurance, Supplemental Retirement..., Disability Income..., Business Overhead..., Buy-Sell Agreements, Executive Benefits..., Income Protection, Wealth Accumulation, Tax-Deferred Savings, Informal Business..., Series 24, Series 66, Series 7
Education
Marian University 1995 — 1998
Bachelor, Accounting
Lomira High School
Principal Financial Group December 2011 - Present
Principal Financial Group January 2013 - Present
TNT Fitness Results December 2013 - Present
Encompass Management Services LLC March 2003 - Present
Aubrey Electric Inc. September 2000 - Present
Edward Jones March 2000 - September 2000
Kimberly-Clark July 1999 - February 2000
Huberty & Associates December 1998 - July 1999
Skills
Financial Needs Analysis, 401k, Fixed Annuities, Estate Planning, Mutual Funds, Employee Benefits, Business Continuation..., Universal Life Insurance, Term Life Insurance, Supplemental Retirement..., Disability Income..., Business Overhead..., Buy-Sell Agreements, Executive Benefits..., Income Protection, Wealth Accumulation, Tax-Deferred Savings, Informal Business..., Series 24, Series 66, Series 7
Education
Marian University 1995 — 1998
Bachelor, Accounting
Lomira High School
Scott Oros's Edward Jones Experience September 2013 - March 2014
Job Division Sales Manager & Business Development
Industry Government Administration
Experience
California Department of Health Care Services April 2014 - Present
Self - Employed November 2013 - Present
Edward Jones September 2013 - March 2014
Lorillard Tobacco Company January 2003 - April 2012
Skills
Leadership, Strategy, Training, Marketing, Negotiation, Management, Strategic Planning, Pricing, Sales, Sales Operations, Analysis, Market Planning, Budgets, Sales Management, Public Speaking, Competitive Intelligence, B2B, Business Development
Education
Mansfield University of Pennsylvania 1998 — 2003
Bachelor of Science (BSc), Business Administration and Marketing
Mansfield University of Pennsylvania 1998 — 2003
Bachelor of Science (BSc), Computer and Information Sciences
California Department of Health Care Services April 2014 - Present
Self - Employed November 2013 - Present
Edward Jones September 2013 - March 2014
Lorillard Tobacco Company January 2003 - April 2012
Skills
Leadership, Strategy, Training, Marketing, Negotiation, Management, Strategic Planning, Pricing, Sales, Sales Operations, Analysis, Market Planning, Budgets, Sales Management, Public Speaking, Competitive Intelligence, B2B, Business Development
Education
Mansfield University of Pennsylvania 1998 — 2003
Bachelor of Science (BSc), Business Administration and Marketing
Mansfield University of Pennsylvania 1998 — 2003
Bachelor of Science (BSc), Computer and Information Sciences
Keith Hudson's Edward Jones Experience 2000 - April 2002
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Fisher Investments May 2014 - November 2014
Charles Schwab, Charles Schwab Bank November 2013 - May 2014
Charles Schwab, Charles Schwab Bank April 2002 - May 2014
Charles Schwab April 2002 - November 2013
eHDMI.com 2008 - 2010
Edward Jones 2000 - April 2002
Edward Jones December 1999 - June 2001
Wealth Advisors 1998 - 1999
International Paper Company January 1996 - September 1996
Skills
Mutual Funds, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Series 7, Finance, Wealth Management, Financial Advisory, Series 63, Salesforce.com, Practice Management, Separately Managed..., Stocks
Education
LSU Shreveport 1995 — 2000
Finance, Business
Mansfield High School
E*TRADE Financial Corporation November 2014 - Present
Fisher Investments May 2014 - November 2014
Charles Schwab, Charles Schwab Bank November 2013 - May 2014
Charles Schwab, Charles Schwab Bank April 2002 - May 2014
Charles Schwab April 2002 - November 2013
eHDMI.com 2008 - 2010
Edward Jones 2000 - April 2002
Edward Jones December 1999 - June 2001
Wealth Advisors 1998 - 1999
International Paper Company January 1996 - September 1996
Skills
Mutual Funds, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Series 7, Finance, Wealth Management, Financial Advisory, Series 63, Salesforce.com, Practice Management, Separately Managed..., Stocks
Education
LSU Shreveport 1995 — 2000
Finance, Business
Mansfield High School
John Spurlock's Edward Jones Experience November 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Spurlock Lawn & Landscape May 2003 - November 2010
Education
Louisiana State University 2004 — 2009
louisiana state university lab school
Edward Jones November 2010 - Present
Spurlock Lawn & Landscape May 2003 - November 2010
Education
Louisiana State University 2004 — 2009
louisiana state university lab school
Troy Malbon's Edward Jones Experience August 2005 - June 2011
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS June 2011 - Present
Edward Jones August 2005 - June 2011
General Dynamics January 1999 - August 2005
Nalco, An Ecolab Company March 1995 - December 1998
Sunoco January 1990 - March 1995
Education
Southern New Hampshire University 2001 — 2004
MBA, Business Management
Maine Maritime Academy 1985 — 1989
Bachelor of Science (B.S.), Marine Engineering
UBS June 2011 - Present
Edward Jones August 2005 - June 2011
General Dynamics January 1999 - August 2005
Nalco, An Ecolab Company March 1995 - December 1998
Sunoco January 1990 - March 1995
Education
Southern New Hampshire University 2001 — 2004
MBA, Business Management
Maine Maritime Academy 1985 — 1989
Bachelor of Science (B.S.), Marine Engineering
Jerry Edwards's Edward Jones Experience 1992 - 1994
Job Fulltime School Counselor. Parttime Marketer.
Industry Primary/Secondary Education
Experience
Galveston ISD June 2015 - Present
Galveston ISD 2010 - June 2015
Santa Fe High School August 2009 - June 2010
Nationwide Insurance 2008 - 2009
Principal Financial Group 2006 - 2008
PEMCO Insurance 2001 - 2006
Midas International 1996 - 2001
FedEx Office 1994 - 1996
Edward Jones 1992 - 1994
United States Air Force 1981 - 1992
Skills
Mathematics, Technology, Engineering, Science, Microsoft Office, Insurance, Term Life Insurance, Whole Life, Property & Casualty..., Teaching, Engineering Management, Numerology, Life Insurance, STEM, Sales, Analysis, Coaching, Consulting, Curriculum Design, Customer Retention, Customer Service, Data Analysis, Employee Benefits, Employee Training, Finance, Instructional Design, Investments, Leadership, Leadership Development, Marketing, Microsoft Word, Project Management, Management, New Business Development, Networking, Business Development, Team Building, Sales Management, Time Management, Team Leadership, Process Improvement, Budgets, Staff Development, Cross-functional Team..., Strategy, Social Networking, Program Management, Negotiation, Policy, Training
Education
U.S. Air Force Institute of Technology 1987 — 1988
M.S., Systems Management
Louisiana Tech University 1982 — 1983
B.S., Electrical Engineering
Pacific University 1977 — 1981
B.S., Physics
Frankfurt American High School 1974 — 1977
High School Diploma, High School/Secondary Diplomas and Certificates
Galveston ISD June 2015 - Present
Galveston ISD 2010 - June 2015
Santa Fe High School August 2009 - June 2010
Nationwide Insurance 2008 - 2009
Principal Financial Group 2006 - 2008
PEMCO Insurance 2001 - 2006
Midas International 1996 - 2001
FedEx Office 1994 - 1996
Edward Jones 1992 - 1994
United States Air Force 1981 - 1992
Skills
Mathematics, Technology, Engineering, Science, Microsoft Office, Insurance, Term Life Insurance, Whole Life, Property & Casualty..., Teaching, Engineering Management, Numerology, Life Insurance, STEM, Sales, Analysis, Coaching, Consulting, Curriculum Design, Customer Retention, Customer Service, Data Analysis, Employee Benefits, Employee Training, Finance, Instructional Design, Investments, Leadership, Leadership Development, Marketing, Microsoft Word, Project Management, Management, New Business Development, Networking, Business Development, Team Building, Sales Management, Time Management, Team Leadership, Process Improvement, Budgets, Staff Development, Cross-functional Team..., Strategy, Social Networking, Program Management, Negotiation, Policy, Training
Education
U.S. Air Force Institute of Technology 1987 — 1988
M.S., Systems Management
Louisiana Tech University 1982 — 1983
B.S., Electrical Engineering
Pacific University 1977 — 1981
B.S., Physics
Frankfurt American High School 1974 — 1977
High School Diploma, High School/Secondary Diplomas and Certificates
Trent Whicker Trent Whicker's Edward Jones Experience February 2010 - June 2010
Job Consultant
Industry Financial Services
Experience
Little Things Laboratory May 2013 - April 2015
Causeway May 2014 - December 2014
Erlanger Medical Center February 2012 - March 2013
Track 29 May 2011 - January 2012
Edward Jones February 2010 - June 2010
Coal Creek Company June 2007 - August 2009
Emory River Boat Company May 2005 - August 2007
Skills
Management, Marketing, Bloomberg, Business Planning, Entrepreneurship, Financial Analysis, Start-ups, Program Management, Accounting, Negotiation
Education
The Univeristy of Tennessee at Chattanooga 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Tennessee at Chattanooga 2007 — 2011
Business Administration, Major: Finance, Minor: Economics
Mälardalens högskola / Mälardalen University 2010 — 2010
International Finance, Investments, Global Marketing Strategy
Little Things Laboratory May 2013 - April 2015
Causeway May 2014 - December 2014
Erlanger Medical Center February 2012 - March 2013
Track 29 May 2011 - January 2012
Edward Jones February 2010 - June 2010
Coal Creek Company June 2007 - August 2009
Emory River Boat Company May 2005 - August 2007
Skills
Management, Marketing, Bloomberg, Business Planning, Entrepreneurship, Financial Analysis, Start-ups, Program Management, Accounting, Negotiation
Education
The Univeristy of Tennessee at Chattanooga 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Tennessee at Chattanooga 2007 — 2011
Business Administration, Major: Finance, Minor: Economics
Mälardalens högskola / Mälardalen University 2010 — 2010
International Finance, Investments, Global Marketing Strategy
Michelle Dobson Michelle Dobson's Edward Jones Experience July 2013 - December 2014
Job Staff Attorney at Legal Assistance of Olmsted County
Industry Legal Services
Experience
Legal Assistance of Olmsted County June 2015 - Present
Yanowitz Law Firm PLLC December 2014 - May 2015
Edward Jones July 2013 - December 2014
Circuit Court of Cook County August 2012 - March 2013
Community Tax Relief, LLC October 2011 - February 2012
Federal Income Tax Clinic August 2010 - May 2011
City of Chicago October 2009 - May 2010
Phi Alpha Delta Law Fraternity, International May 2009 - May 2010
Arnstein & Lehr LLP May 2009 - August 2009
Loyola University Chicago May 2009 - August 2009
Skills
Estate Planning, Estate Administration, Probate Law, Tax, Financial Planning, Tax Preparation, Legal Writing, Legal Research, Westlaw, Powers of Attorney, Living Will, Wills, Trusts, Investment Management, Investment Strategies, Corporate Law
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Law
Washington University in St. Louis 2004 — 2007
B.A., Psychology, Political Science, Spanish
Amos Alonzo Stagg High School 2000 — 2004
High School Diploma
Legal Assistance of Olmsted County June 2015 - Present
Yanowitz Law Firm PLLC December 2014 - May 2015
Edward Jones July 2013 - December 2014
Circuit Court of Cook County August 2012 - March 2013
Community Tax Relief, LLC October 2011 - February 2012
Federal Income Tax Clinic August 2010 - May 2011
City of Chicago October 2009 - May 2010
Phi Alpha Delta Law Fraternity, International May 2009 - May 2010
Arnstein & Lehr LLP May 2009 - August 2009
Loyola University Chicago May 2009 - August 2009
Skills
Estate Planning, Estate Administration, Probate Law, Tax, Financial Planning, Tax Preparation, Legal Writing, Legal Research, Westlaw, Powers of Attorney, Living Will, Wills, Trusts, Investment Management, Investment Strategies, Corporate Law
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Law
Washington University in St. Louis 2004 — 2007
B.A., Psychology, Political Science, Spanish
Amos Alonzo Stagg High School 2000 — 2004
High School Diploma
Connie Rountree's Edward Jones Experience July 2006 - Present
Job Sr BOA at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones July 2006 - Present
Bokero Partnership May 1985 - Present
Skills
Customer Service, Financial Services, Office Administration, Office Management, Recruiting, Administrative..., Leadership, Small Business, Insurance, Management, Customer Retention, Data Entry, Administration
Education
Louisiana Tech University 1973 — 1979
Bachelor of Arts (BA), Master of Arts (MA), English Language and Literature, General
Edward Jones July 2006 - Present
Bokero Partnership May 1985 - Present
Skills
Customer Service, Financial Services, Office Administration, Office Management, Recruiting, Administrative..., Leadership, Small Business, Insurance, Management, Customer Retention, Data Entry, Administration
Education
Louisiana Tech University 1973 — 1979
Bachelor of Arts (BA), Master of Arts (MA), English Language and Literature, General
Justin Bergeron's Edward Jones Experience March 2007 - October 2007
Job Family Service Counselor at Garden Of Memories
Industry Consumer Services
Experience
Garden Of Memories 2015 - Present
ZALES JEWELERS April 2013 - April 2015
Regions Financial Corporation August 2011 - April 2013
Iberiabank May 2009 - August 2011
JPMorgan Chase & Co. October 2007 - May 2009
Edward Jones March 2007 - October 2007
Verizon Wireless October 2004 - March 2007
Skills
Customer Service, Sales, Team Building, Leadership, Coaching, Strategic Planning, Training, Sales Management, Microsoft Office, Customer Satisfaction
Education
Loyola University New Orleans 2001 — 2005
Bachelor’s Degree, Psychology
Garden Of Memories 2015 - Present
ZALES JEWELERS April 2013 - April 2015
Regions Financial Corporation August 2011 - April 2013
Iberiabank May 2009 - August 2011
JPMorgan Chase & Co. October 2007 - May 2009
Edward Jones March 2007 - October 2007
Verizon Wireless October 2004 - March 2007
Skills
Customer Service, Sales, Team Building, Leadership, Coaching, Strategic Planning, Training, Sales Management, Microsoft Office, Customer Satisfaction
Education
Loyola University New Orleans 2001 — 2005
Bachelor’s Degree, Psychology
Sadie Ardoin's Edward Jones Experience August 2010 - December 2010
Job Care Management Denials Coordinator at Schumacher Group
Industry Hospital & Health Care
Experience
Schumacher Group April 2013 - Present
Schumacher Group October 2012 - April 2013
Protective Life May 2011 - October 2012
LSU AgCenter August 2009 - May 2011
Bascom Hunter October 2010 - December 2010
Edward Jones August 2010 - December 2010
Louisiana State University July 2008 - July 2009
Skills
Invoicing, Accounts Payable, Accounts Receivable, Analysis, Management, QuickBooks, Microsoft Office, Teamwork, Sales, Life Insurance, Microsoft Excel, Administrative..., Sales Operations, Insurance, PowerPoint, Marketing Strategy, Financial Analysis
Education
Louisiana State University and Agricultural and Mechanical College 2009 — 2011
Bachelor of Science (B.S.), Finance
Schumacher Group April 2013 - Present
Schumacher Group October 2012 - April 2013
Protective Life May 2011 - October 2012
LSU AgCenter August 2009 - May 2011
Bascom Hunter October 2010 - December 2010
Edward Jones August 2010 - December 2010
Louisiana State University July 2008 - July 2009
Skills
Invoicing, Accounts Payable, Accounts Receivable, Analysis, Management, QuickBooks, Microsoft Office, Teamwork, Sales, Life Insurance, Microsoft Excel, Administrative..., Sales Operations, Insurance, PowerPoint, Marketing Strategy, Financial Analysis
Education
Louisiana State University and Agricultural and Mechanical College 2009 — 2011
Bachelor of Science (B.S.), Finance
Beth Thomas's Edward Jones Experience August 2007 - July 2009
Job Program Support at University of Wisconsin Platteville
Industry Education Management
Experience
University of Wisconsin Platteville June 2013 - Present
Body and Soul Downtown Spa Salon July 2011 - June 2013
Potosa Spa June 2010 - May 2011
Edward Jones August 2007 - July 2009
Arcturis 2000 - 2007
Contemporary Productions 1997 - 2000
SFX Entertainment, Inc. 1997 - 2000
SFX Entertainment, Inc. 1997 - 2000
Skills
Facilities Management, Special Events..., Continuing Education, Program Support, Customer Service, Wellness, Aesthetics, Waxing, Holistic Health, Cosmetics
Education
Madison Area Technical College 2014 — 2017
Meeting and Event Management, Meeting and Event Planning
Southwest Wisconsin Technical College 2009 — 2010
Esthetician Certificate, Esthetics and Nails
SouthwestTechnical College 2009 — 2010
Certificate, Esthetics
University of Wisconsin Platteville June 2013 - Present
Body and Soul Downtown Spa Salon July 2011 - June 2013
Potosa Spa June 2010 - May 2011
Edward Jones August 2007 - July 2009
Arcturis 2000 - 2007
Contemporary Productions 1997 - 2000
SFX Entertainment, Inc. 1997 - 2000
SFX Entertainment, Inc. 1997 - 2000
Skills
Facilities Management, Special Events..., Continuing Education, Program Support, Customer Service, Wellness, Aesthetics, Waxing, Holistic Health, Cosmetics
Education
Madison Area Technical College 2014 — 2017
Meeting and Event Management, Meeting and Event Planning
Southwest Wisconsin Technical College 2009 — 2010
Esthetician Certificate, Esthetics and Nails
SouthwestTechnical College 2009 — 2010
Certificate, Esthetics
Janic Hoyuela's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Capital One March 2012 - December 2012
Morgan Stanley Smith Barney June 2007 - March 2012
Skills
Asset Allocation, Finance, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Investment Strategies, Securities, Financial Services, Financial Advisory
Education
Loyola University New Orleans 2001 — 2005
Bachelor of Business Administration (BBA), Finance and International Business
Edward Jones February 2013 - Present
Capital One March 2012 - December 2012
Morgan Stanley Smith Barney June 2007 - March 2012
Skills
Asset Allocation, Finance, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Investment Strategies, Securities, Financial Services, Financial Advisory
Education
Loyola University New Orleans 2001 — 2005
Bachelor of Business Administration (BBA), Finance and International Business
Tim Rock's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Education
Louisiana State University 1983 — 1987
Edward Jones June 2011 - Present
Education
Louisiana State University 1983 — 1987
Victoria Simoneaux's Edward Jones Experience August 2011 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
LSU Stephenson Entrepreneurship Institute January 2011 - May 2011
Education
Louisiana State University 2007 — 2011
Bachelor of Science, Marketing
Edward Jones August 2011 - Present
LSU Stephenson Entrepreneurship Institute January 2011 - May 2011
Education
Louisiana State University 2007 — 2011
Bachelor of Science, Marketing
Les QUINTANA Les QUINTANA's Edward Jones Experience 2012 - 2013
Job Owner at Massage for Men in Richmond VA
Industry Health, Wellness and Fitness
Experience
Parallon Business Solutions January 2012 - Present
Massage for Men in Richmond VA August 2001 - Present
Massage for Men in Richmond VA April 2001 - Present
Primetimers of Central Virginia 2012 - 2014
Edward Jones 2012 - 2013
SunTrust 2001 - 2004
SunTrust 2001 - 2004
Skills
Customer Service, Health, Public Relations, Healthcare, Customer Relations, Writing, Event Planning, Fundraising, Relaxation, Reiki, Word, Healing, Social Media, Stress, Social Media Marketing, Fitness, Wellness, Marketing Strategy, Budgeting, Spa, Bodywork, Editing, Promotions, Retail, Therapeutic Massage, Nonprofits, Social Networking, Sports, Nutrition, Small Business, Coaching, Leadership Development, Public Speaking, Team Building, Marketing, Training, Time Management, Leadership, Entrepreneurship, Event Management, Sales, Strategic Planning, Facebook, Online Marketing, Advertising, Email Marketing, Management, Marketing Communications, Blogging, New Business Development
Education
Lynchburg College 1988 — 1992
BA
J E B Stuart High School
High School
ROSS
University of Richmond
Parallon Business Solutions January 2012 - Present
Massage for Men in Richmond VA August 2001 - Present
Massage for Men in Richmond VA April 2001 - Present
Primetimers of Central Virginia 2012 - 2014
Edward Jones 2012 - 2013
SunTrust 2001 - 2004
SunTrust 2001 - 2004
Skills
Customer Service, Health, Public Relations, Healthcare, Customer Relations, Writing, Event Planning, Fundraising, Relaxation, Reiki, Word, Healing, Social Media, Stress, Social Media Marketing, Fitness, Wellness, Marketing Strategy, Budgeting, Spa, Bodywork, Editing, Promotions, Retail, Therapeutic Massage, Nonprofits, Social Networking, Sports, Nutrition, Small Business, Coaching, Leadership Development, Public Speaking, Team Building, Marketing, Training, Time Management, Leadership, Entrepreneurship, Event Management, Sales, Strategic Planning, Facebook, Online Marketing, Advertising, Email Marketing, Management, Marketing Communications, Blogging, New Business Development
Education
Lynchburg College 1988 — 1992
BA
J E B Stuart High School
High School
ROSS
University of Richmond
Allena Gigika Allena Gigika's Edward Jones Experience July 2011 - February 2012
Job Retail Credit Analyst at TD Auto Finance
Industry Financial Services
Experience
TD Auto Finance February 2012 - Present
Edward Jones July 2011 - February 2012
JPMorgan Chase February 2010 - July 2011
Goodwill Group Foundation September 2009 - December 2009
Skills
Analyze financial..., problem-solving..., Relationship-management..., Leadership, Microsoft Office, Credit, Strategic Planning, Finance, Analysis, Customer Service, Sales, Banking, Data Entry, Time Management, Microsoft Excel
Education
Walsh College of Accountancy and Business Administration 2010 — 2011
Bachelor Business, Finance
Macomb Community College 2008 — 2010
TD Auto Finance February 2012 - Present
Edward Jones July 2011 - February 2012
JPMorgan Chase February 2010 - July 2011
Goodwill Group Foundation September 2009 - December 2009
Skills
Analyze financial..., problem-solving..., Relationship-management..., Leadership, Microsoft Office, Credit, Strategic Planning, Finance, Analysis, Customer Service, Sales, Banking, Data Entry, Time Management, Microsoft Excel
Education
Walsh College of Accountancy and Business Administration 2010 — 2011
Bachelor Business, Finance
Macomb Community College 2008 — 2010
Francis Bernard Raj Francis Bernard Raj's Edward Jones Experience September 2014 - Present
Job Senior Software Consultant
Industry Computer Software
Experience
Edward Jones September 2014 - Present
Deloitte January 2010 - July 2010
Express Scripts August 2009 - December 2009
Infocrossing September 2007 - August 2009
Wipro Technologies June 2006 - August 2007
Cognizant Technology Solutions August 2002 - May 2006
NatureSoft July 2000 - June 2002
Skills
J2EE, Struts, JSF, WebSphere Portal, SOA, Websphere, Spring, DB2, ESB, PL/SQL, Oracle, Java, Eclipse, Web Services, XML, JavaScript, Unix, Agile Methodologies, SQL, Unix Shell Scripting, SDLC, Requirements Analysis, Solution Architecture, MySQL
Education
Madurai Kamaraj University 1996 — 2000
Bachelor of Engineering, Mechanical, First Class
St. Antonys School, Azhagappapuram 1984 — 1996
Edward Jones September 2014 - Present
Deloitte January 2010 - July 2010
Express Scripts August 2009 - December 2009
Infocrossing September 2007 - August 2009
Wipro Technologies June 2006 - August 2007
Cognizant Technology Solutions August 2002 - May 2006
NatureSoft July 2000 - June 2002
Skills
J2EE, Struts, JSF, WebSphere Portal, SOA, Websphere, Spring, DB2, ESB, PL/SQL, Oracle, Java, Eclipse, Web Services, XML, JavaScript, Unix, Agile Methodologies, SQL, Unix Shell Scripting, SDLC, Requirements Analysis, Solution Architecture, MySQL
Education
Madurai Kamaraj University 1996 — 2000
Bachelor of Engineering, Mechanical, First Class
St. Antonys School, Azhagappapuram 1984 — 1996
Kevin Schafer Kevin Schafer's Edward Jones Experience March 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2011 - Present
Lawrenceburg Main Street, Inc. April 2013 - Present
Alerding CPA Group January 2009 - March 2011
Houlihan Valuation Advisors May 2008 - December 2008
Education
Marian College 2004 — 2008
Bachelor of Science, Finance
Edward Jones March 2011 - Present
Lawrenceburg Main Street, Inc. April 2013 - Present
Alerding CPA Group January 2009 - March 2011
Houlihan Valuation Advisors May 2008 - December 2008
Education
Marian College 2004 — 2008
Bachelor of Science, Finance
Gopi Dasaraju Gopi Dasaraju's Edward Jones Experience May 2014 - Present
Job Sr. Programmer analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
The Active Network December 2010 - May 2014
Lead IT Corporation July 2007 - December 2010
Skills
Agile Methodologies, Java Enterprise Edition, JavaScript, SQL, Spring, Web Services, Oracle, JSP, Tomcat, Ant, XML, Servlets, JDBC, SDLC
Education
Manipal Academy of Higher Education 2000 — 2003
Masters, Information Technology
Edward Jones May 2014 - Present
The Active Network December 2010 - May 2014
Lead IT Corporation July 2007 - December 2010
Skills
Agile Methodologies, Java Enterprise Edition, JavaScript, SQL, Spring, Web Services, Oracle, JSP, Tomcat, Ant, XML, Servlets, JDBC, SDLC
Education
Manipal Academy of Higher Education 2000 — 2003
Masters, Information Technology
Julia Karn Julia Karn's Edward Jones Experience October 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Public Relations and Communications
Experience
Edward Jones October 2014 - Present
Special Olympics Michigan May 2014 - August 2014
Huntington National Bank October 2007 - July 2014
American Gymnastics & Cheer June 2004 - October 2007
Skills
Public Relations, PowerPoint, Customer Service, Microsoft Word, Fundraising, Public Speaking, Event Planning, Outlook, Communications Planning, Teamwork, Facebook, Data Entry, Time Management, Social Networking, Leadership, Marketing, Event Management
Education
Oakland University 2012 — 2014
Bachelor's degree, Integrated Studies
Macomb Community College 2007 — 2012
Associate's degree, Elementary Education and Teaching
Macomb Community College 2003 — 2007
Associate of Arts (AA), English Language and Literature, General
Edward Jones October 2014 - Present
Special Olympics Michigan May 2014 - August 2014
Huntington National Bank October 2007 - July 2014
American Gymnastics & Cheer June 2004 - October 2007
Skills
Public Relations, PowerPoint, Customer Service, Microsoft Word, Fundraising, Public Speaking, Event Planning, Outlook, Communications Planning, Teamwork, Facebook, Data Entry, Time Management, Social Networking, Leadership, Marketing, Event Management
Education
Oakland University 2012 — 2014
Bachelor's degree, Integrated Studies
Macomb Community College 2007 — 2012
Associate's degree, Elementary Education and Teaching
Macomb Community College 2003 — 2007
Associate of Arts (AA), English Language and Literature, General
Stephen Pejakovich Stephen Pejakovich's Edward Jones Experience June 2013 - December 2013
Job Agent at United Heritage
Industry Telecommunications
Experience
United Heritage February 2014 - Present
Edward Jones June 2013 - December 2013
Financial Services of America September 2010 - August 2012
State Farm November 2009 - July 2010
Skills
Sales, Sales Management, Customer Service, Account Management, Customer Satisfaction, New Business Development, Direct Sales, Selling, Marketing Strategy, Customer Retention, Telecommunications, Direct Marketing, Broadband, Cold Calling, Strategic Planning, Insurance, Outlook, Sales Operations, Lead Generation
Education
Wayne State University 2004 — 2007
Bachelor's degree, Financial Planning and Services
Macomb Community College 2002 — 2004
Associate's degree, General Studies
United Heritage February 2014 - Present
Edward Jones June 2013 - December 2013
Financial Services of America September 2010 - August 2012
State Farm November 2009 - July 2010
Skills
Sales, Sales Management, Customer Service, Account Management, Customer Satisfaction, New Business Development, Direct Sales, Selling, Marketing Strategy, Customer Retention, Telecommunications, Direct Marketing, Broadband, Cold Calling, Strategic Planning, Insurance, Outlook, Sales Operations, Lead Generation
Education
Wayne State University 2004 — 2007
Bachelor's degree, Financial Planning and Services
Macomb Community College 2002 — 2004
Associate's degree, General Studies
Drew Greenwald, AAMS®, CRPC®'s Edward Jones Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Northwestern Mutual March 2009 - July 2010
Skills
Personal Financial..., Retirement Planning, Wealth Management, Fee-Based Asset..., 401k Rollovers, IRAs, Variable Annuities, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Series 66 License, Series 7 License
Education
Louisiana State University 2009 — 2010
Masters of Science, Finance, 3.75
Louisiana State University 2005 — 2009
Bachelors of Science, Finance, 3.72
Louisiana State University 2005 — 2009
Bachelors of Science, Animal, Dairy, Poultry Sciences, 3.72
Edward Jones July 2010 - Present
Northwestern Mutual March 2009 - July 2010
Skills
Personal Financial..., Retirement Planning, Wealth Management, Fee-Based Asset..., 401k Rollovers, IRAs, Variable Annuities, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Series 66 License, Series 7 License
Education
Louisiana State University 2009 — 2010
Masters of Science, Finance, 3.75
Louisiana State University 2005 — 2009
Bachelors of Science, Finance, 3.72
Louisiana State University 2005 — 2009
Bachelors of Science, Animal, Dairy, Poultry Sciences, 3.72
Greg Berglund Greg Berglund's Edward Jones Experience December 2001 - April 2003
Job Senior Marketing Manager at Columbia Ultimate
Industry Marketing and Advertising
Experience
Columbia Ultimate September 2015 - Present
TNT Software, Inc. August 2007 - April 2015
Berglund Marketing Design September 2006 - August 2007
A&I Benefit Plan Administrators 2004 - 2006
Rapid Intake March 2003 - May 2004
Edward Jones December 2001 - April 2003
Columbia Ultimate August 1996 - December 2001
Skills
Marketing Strategy, Marketing Communications, SEO, Sales Presentations, Direct Sales, Product Development, New Business Development, Strategic Planning, Management, Marketing, Product Marketing, Direct Marketing, Marketing Management, Email Marketing, Product Management, Google Analytics, Windows, Business Development, Lead Generation, Advertising
Education
Washington State University - College of Business and Economics 1998 — 2001
MBA, Marketing/Marketing Management
Washington State University 1994 — 1996
Bachelor’s Degree, Marketing
Lower Columbia College 1992 — 1994
Associate’s Degree, General Studies
Columbia Ultimate September 2015 - Present
TNT Software, Inc. August 2007 - April 2015
Berglund Marketing Design September 2006 - August 2007
A&I Benefit Plan Administrators 2004 - 2006
Rapid Intake March 2003 - May 2004
Edward Jones December 2001 - April 2003
Columbia Ultimate August 1996 - December 2001
Skills
Marketing Strategy, Marketing Communications, SEO, Sales Presentations, Direct Sales, Product Development, New Business Development, Strategic Planning, Management, Marketing, Product Marketing, Direct Marketing, Marketing Management, Email Marketing, Product Management, Google Analytics, Windows, Business Development, Lead Generation, Advertising
Education
Washington State University - College of Business and Economics 1998 — 2001
MBA, Marketing/Marketing Management
Washington State University 1994 — 1996
Bachelor’s Degree, Marketing
Lower Columbia College 1992 — 1994
Associate’s Degree, General Studies
Vickie (Fitzgerald) Henson's Edward Jones Experience 2005 - 2006
Job
Industry Human Resources
Experience
Dale Carnegie Training 2011 - Present
Maritz Learning 2007 - 2010
The Solae Company 2006 - 2007
Edward Jones 2005 - 2006
Aon Hewitt 2001 - 2004
Discover Financial Services 2000 - 2001
Allstate 1996 - 2000
Skills
Organizational..., Training, Employee Engagement, Coaching, Talent Management, Change Management, Organizational...
Education
Loyola University of Chicago
B. A.
Dale Carnegie Training 2011 - Present
Maritz Learning 2007 - 2010
The Solae Company 2006 - 2007
Edward Jones 2005 - 2006
Aon Hewitt 2001 - 2004
Discover Financial Services 2000 - 2001
Allstate 1996 - 2000
Skills
Organizational..., Training, Employee Engagement, Coaching, Talent Management, Change Management, Organizational...
Education
Loyola University of Chicago
B. A.
Ryanne Siddiq Ryanne Siddiq's Edward Jones Experience January 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Safaa Naturals September 2011 - Present
Relief Ambulance Services June 2009 - Present
Edward Jones July 2006 - December 2014
Skills
Microsoft Word, Microsoft Excel, Team Building, Project Management, Marketing, Management, Team Leadership, Customer Service, Sales Management, Marketing Strategy, Fundraising, Strategic Planning, Risk Management, Social Media, Microsoft Office, Public Speaking, Graphic Design, Leadership, Sales, Event Planning
Education
L-Università ta' Malta 2006 — 2006
University of Houston 2002 — 2006
BAS
The College of New Rochelle 2000 — 2002
Windham High School 1995 — 1999
High School Diploma
Edward Jones January 2015 - Present
Safaa Naturals September 2011 - Present
Relief Ambulance Services June 2009 - Present
Edward Jones July 2006 - December 2014
Skills
Microsoft Word, Microsoft Excel, Team Building, Project Management, Marketing, Management, Team Leadership, Customer Service, Sales Management, Marketing Strategy, Fundraising, Strategic Planning, Risk Management, Social Media, Microsoft Office, Public Speaking, Graphic Design, Leadership, Sales, Event Planning
Education
L-Università ta' Malta 2006 — 2006
University of Houston 2002 — 2006
BAS
The College of New Rochelle 2000 — 2002
Windham High School 1995 — 1999
High School Diploma
Jordan Sanchez's Edward Jones Experience June 2011 - August 2011
Job Investment Banking Analyst, Public Finance Origination at TD
Industry Investment Banking
Experience
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
David Mayeux's Edward Jones Experience June 2011 - October 2013
Job Wealth Advisor at Mayeux Wealth Partners
Industry Financial Services
Experience
Mayeux Wealth Partners November 2013 - Present
Edward Jones June 2011 - October 2013
Skills
Wealth Management, Investments, Financial Advisory, Retirement Planning, Financial Services, Securities, Retirement, Wealth, Finance, Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Managing Assets, Strategic Financial..., Training, Employee Benefits, FINRA, Networking, Personal Finance, Financial Planning
Education
Louisiana State University 2007 — 2011
Bachelor of Science (B.S.), Finance
LSU-Eunice 2007 — 2009
Westminster Christian Academy
Mayeux Wealth Partners November 2013 - Present
Edward Jones June 2011 - October 2013
Skills
Wealth Management, Investments, Financial Advisory, Retirement Planning, Financial Services, Securities, Retirement, Wealth, Finance, Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Managing Assets, Strategic Financial..., Training, Employee Benefits, FINRA, Networking, Personal Finance, Financial Planning
Education
Louisiana State University 2007 — 2011
Bachelor of Science (B.S.), Finance
LSU-Eunice 2007 — 2009
Westminster Christian Academy
Jason Nero Jason Nero's Edward Jones Experience January 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Skills
Retirement Planning, Roth IRA, Traditional IRA, Estate Considerations, 401k, 403 b, 457 Plans, Defined Benefit, Profit-sharing, SEP IRA, Simple IRA, Education Savings Plans, 529 Plans, Retirement Plan..., Common Stock, Bonds, Annuities, Long Term Care Insurance, Life Insurance, Systematic Investing, Exchange-traded Funds, Edward Jones Advisory..., Managed Account Program, Mutual Funds
Education
Maranatha Baptist Bible College 1998 — 2003
Bachelor's of Science, Business Administration, Management and Operations
Edward Jones January 2012 - Present
Skills
Retirement Planning, Roth IRA, Traditional IRA, Estate Considerations, 401k, 403 b, 457 Plans, Defined Benefit, Profit-sharing, SEP IRA, Simple IRA, Education Savings Plans, 529 Plans, Retirement Plan..., Common Stock, Bonds, Annuities, Long Term Care Insurance, Life Insurance, Systematic Investing, Exchange-traded Funds, Edward Jones Advisory..., Managed Account Program, Mutual Funds
Education
Maranatha Baptist Bible College 1998 — 2003
Bachelor's of Science, Business Administration, Management and Operations
Tyler Jamison-Aleshire Tyler Jamison-Aleshire's Edward Jones Experience August 2006 - September 2010
Job Manager
Industry Retail
Experience
Color Me Mine July 2012 - July 2013
Loyola Marymount University September 2010 - January 2012
Edward Jones August 2006 - September 2010
Education
Loyola Marymount University 2007 — 2012
Master of Arts (MA), School Counseling
Purdue University
Bachelor of Arts (BA), Psychology
Color Me Mine July 2012 - July 2013
Loyola Marymount University September 2010 - January 2012
Edward Jones August 2006 - September 2010
Education
Loyola Marymount University 2007 — 2012
Master of Arts (MA), School Counseling
Purdue University
Bachelor of Arts (BA), Psychology
James Ka's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
University of Hawaii at Manoa August 2014 - Present
Edward Jones August 2012 - Present
BNI December 2012 - Present
Body Dynamix August 2011 - August 2012
Notre Dame Academy August 2007 - June 2011
LandRoller Inc. January 2005 - July 2007
Skills
Microsoft Office, Teaching, Coaching, Licensed Life & Health..., Sales Operations, Direct Sales
Education
Loyola Marymount University 2009 — 2011
Master of Arts, Education
Pepperdine University 2000 — 2005
Bachelor of Arts, Communications
Kamehameha Schools 1999 — 2000
University of Hawaii at Manoa August 2014 - Present
Edward Jones August 2012 - Present
BNI December 2012 - Present
Body Dynamix August 2011 - August 2012
Notre Dame Academy August 2007 - June 2011
LandRoller Inc. January 2005 - July 2007
Skills
Microsoft Office, Teaching, Coaching, Licensed Life & Health..., Sales Operations, Direct Sales
Education
Loyola Marymount University 2009 — 2011
Master of Arts, Education
Pepperdine University 2000 — 2005
Bachelor of Arts, Communications
Kamehameha Schools 1999 — 2000
Stephanie Methvin's Edward Jones Experience March 2006 - October 2008
Job Owner/Founder of Angel Britches
Industry Retail
Experience
Angel Britches September 2010 - Present
Louisiana State University June 2000 - Present
Edward Jones March 2006 - October 2008
Education
Southeastern Louisiana University 2004 — 2005
MBA, Business Administration
Louisiana State University 2001 — 2004
BS - Marketing, Marketing
Angel Britches September 2010 - Present
Louisiana State University June 2000 - Present
Edward Jones March 2006 - October 2008
Education
Southeastern Louisiana University 2004 — 2005
MBA, Business Administration
Louisiana State University 2001 — 2004
BS - Marketing, Marketing
Stephanie Golupski's Edward Jones Experience August 1998 - December 2000
Job Financial Analyst at BASF
Industry Chemicals
Experience
BASF June 2013 - Present
BASF September 2007 - June 2013
BASF August 2003 - September 2007
BASF May 2001 - August 2003
Edward Jones August 1998 - December 2000
Skills
Financial Reporting, Financial Analysis, Microsoft Office, Project Management, Business Strategy, Customer Service, SAP BW, Data Validation, Budgeting, Forecasting
Education
Lourdes University 1997 — 2000
Bachelor’s Degree, International Business
Owens Community College 1994 — 1996
Associate’s Degree, Finance and Financial Management Services
BASF June 2013 - Present
BASF September 2007 - June 2013
BASF August 2003 - September 2007
BASF May 2001 - August 2003
Edward Jones August 1998 - December 2000
Skills
Financial Reporting, Financial Analysis, Microsoft Office, Project Management, Business Strategy, Customer Service, SAP BW, Data Validation, Budgeting, Forecasting
Education
Lourdes University 1997 — 2000
Bachelor’s Degree, International Business
Owens Community College 1994 — 1996
Associate’s Degree, Finance and Financial Management Services
Cherian Titus, CHRP's Edward Jones Experience April 2005 - March 2006
Job Manager Application Development at Holcim Shared Services (Canada) Inc
Industry Information Technology and Services
Experience
Holcim February 2014 - Present
Holcim March 2008 - February 2014
Capital Safety August 2006 - March 2008
The Home Depot March 2006 - August 2006
Edward Jones April 2005 - March 2006
OTE group October 1991 - June 2004
Skills
SAP HR, Human Resources, Recruiting, Personnel Management, Business Process, Business Strategy, HRIS, Talent Management, Employee Relations, Deferred Compensation, Performance Management, Onboarding, Organizational..., Hiring, ADP Payroll, Change Management, HR Policies, Workforce Planning, SAP, Training, Leadership, Payroll, Executive Search, Applicant Tracking..., Benefits Administration, Time Management, Technical Recruiting, HR Consulting, Management, Career Development, Talent Acquisition, Organizational Design, Internet Recruiting, Labor Relations, Employment Law, Employee Engagement, Employee Benefits, HR Transformation, New Hire Orientations, Organizational..., Interviews, Recruitment Advertising, Employee Training, Sourcing, Succession Planning
Education
CCHRA 2004 — 2004
CHRP, Human Resources
Sapient College, Hyderabad 2004 — 2004
Certified SAP HR Solutions Consultant, SAP HR
Sheridan College 2004 — 2004
CHRP, Human Resources
Loyola College 1977 — 1979
MA (SW), Personnel Management
Holcim February 2014 - Present
Holcim March 2008 - February 2014
Capital Safety August 2006 - March 2008
The Home Depot March 2006 - August 2006
Edward Jones April 2005 - March 2006
OTE group October 1991 - June 2004
Skills
SAP HR, Human Resources, Recruiting, Personnel Management, Business Process, Business Strategy, HRIS, Talent Management, Employee Relations, Deferred Compensation, Performance Management, Onboarding, Organizational..., Hiring, ADP Payroll, Change Management, HR Policies, Workforce Planning, SAP, Training, Leadership, Payroll, Executive Search, Applicant Tracking..., Benefits Administration, Time Management, Technical Recruiting, HR Consulting, Management, Career Development, Talent Acquisition, Organizational Design, Internet Recruiting, Labor Relations, Employment Law, Employee Engagement, Employee Benefits, HR Transformation, New Hire Orientations, Organizational..., Interviews, Recruitment Advertising, Employee Training, Sourcing, Succession Planning
Education
CCHRA 2004 — 2004
CHRP, Human Resources
Sapient College, Hyderabad 2004 — 2004
Certified SAP HR Solutions Consultant, SAP HR
Sheridan College 2004 — 2004
CHRP, Human Resources
Loyola College 1977 — 1979
MA (SW), Personnel Management
Matt Gillen's Edward Jones Experience January 2012 - Present
Job Financial Advisor at Edward Jones
Industry Banking
Experience
Edward Jones January 2012 - Present
Louisiana Land Bank May 2006 - May 2012
Louisiana State University October 2001 - May 2006
Deloitte May 2000 - October 2001
Skills
Accounting, Analysis, Business Analysis, Financial Analysis, Enterprise Risk..., Financial Reporting, Internal Audit, Internal Controls, Risk Management, Sarbanes-Oxley Act
Education
Louisiana State University 1998 — 2000
MBA, Finance and Information Systems
Louisiana State University 1998 — 2000
MBA, Finance and Information Systems
Northwestern State University 1994 — 1998
BS, Business Administration
Edward Jones January 2012 - Present
Louisiana Land Bank May 2006 - May 2012
Louisiana State University October 2001 - May 2006
Deloitte May 2000 - October 2001
Skills
Accounting, Analysis, Business Analysis, Financial Analysis, Enterprise Risk..., Financial Reporting, Internal Audit, Internal Controls, Risk Management, Sarbanes-Oxley Act
Education
Louisiana State University 1998 — 2000
MBA, Finance and Information Systems
Louisiana State University 1998 — 2000
MBA, Finance and Information Systems
Northwestern State University 1994 — 1998
BS, Business Administration
James Vinci's Edward Jones Experience April 2011 - November 2011
Job Account Manager at Thyssen Krupp Elevators
Industry Financial Services
Experience
ThyssenKrupp Elevator Americas March 2013 - Present
Great Point Capital March 2006 - December 2012
Edward Jones April 2011 - November 2011
Otis Elevator May 2000 - March 2006
Skills
Portfolio Management, Risk Management, Options, Financial Modeling, Technical Analysis, Account Management, Forecasting, Equities
Education
Loyola University of Chicago 1996 — 2001
BA, Marketing & Information Technology
Niles West 1992 — 1996
High School Diploma
ThyssenKrupp Elevator Americas March 2013 - Present
Great Point Capital March 2006 - December 2012
Edward Jones April 2011 - November 2011
Otis Elevator May 2000 - March 2006
Skills
Portfolio Management, Risk Management, Options, Financial Modeling, Technical Analysis, Account Management, Forecasting, Equities
Education
Loyola University of Chicago 1996 — 2001
BA, Marketing & Information Technology
Niles West 1992 — 1996
High School Diploma
Matthew L Leonard's Edward Jones Experience March 2007 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones March 2007 - Present
West Pak Avocado, Inc. September 1995 - March 2007
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
Bachelor of Arts (BA), Business Administration (emphasis Finance)
Edward Jones March 2007 - Present
West Pak Avocado, Inc. September 1995 - March 2007
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
Bachelor of Arts (BA), Business Administration (emphasis Finance)
John Shetterly's Edward Jones Experience December 2010 - August 2015
Job Senior Manager, Advice and Guidance at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2015 - Present
Edward Jones December 2010 - August 2015
Hilliard Lyons September 2005 - December 2010
Legg Mason November 1996 - September 2005
Alex Brown & Sons January 1994 - November 1996
WB Doner September 1992 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Program Management, Asset Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Equities
Education
Loyola University Maryland 1999 — 2001
MBA, Business
Towson University 1988 — 1992
Bachelor of Science (BS), Business Administration
T. Rowe Price August 2015 - Present
Edward Jones December 2010 - August 2015
Hilliard Lyons September 2005 - December 2010
Legg Mason November 1996 - September 2005
Alex Brown & Sons January 1994 - November 1996
WB Doner September 1992 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Program Management, Asset Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Equities
Education
Loyola University Maryland 1999 — 2001
MBA, Business
Towson University 1988 — 1992
Bachelor of Science (BS), Business Administration
Jeffrey Zabrocki's Edward Jones Experience March 2001 - December 2003
Job Agent at Allstate Insurance & Financial Services
Industry Insurance
Experience
Allstate October 2010 - Present
Michigan Farm Bureau 2007 - 2009
JOSCO January 2004 - July 2005
Edward Jones March 2001 - December 2003
Saudi Electricity Company 1993 - September 2000
Zarem/Golde ORT Technical Institute February 1992 - June 1993
Dana College August 1989 - May 1990
Educational Services Exchange with China June 1986 - June 1989
Skills
Property & Casualty..., Umbrella Insurance, Term Life Insurance, Commercial Insurance, Insurance, Life Insurance, Casualty, Homeowners, Disability Insurance, General Insurance, Health Insurance, Renters, Fixed Annuities, Liability
Education
Thunderbird School of Global Management 1990 — 1991
Master of International Management
Luther College 1982 — 1986
B.A., Management, Speech Communications
Allstate October 2010 - Present
Michigan Farm Bureau 2007 - 2009
JOSCO January 2004 - July 2005
Edward Jones March 2001 - December 2003
Saudi Electricity Company 1993 - September 2000
Zarem/Golde ORT Technical Institute February 1992 - June 1993
Dana College August 1989 - May 1990
Educational Services Exchange with China June 1986 - June 1989
Skills
Property & Casualty..., Umbrella Insurance, Term Life Insurance, Commercial Insurance, Insurance, Life Insurance, Casualty, Homeowners, Disability Insurance, General Insurance, Health Insurance, Renters, Fixed Annuities, Liability
Education
Thunderbird School of Global Management 1990 — 1991
Master of International Management
Luther College 1982 — 1986
B.A., Management, Speech Communications
Linda E. Moran CRPC®'s Edward Jones Experience 2008 - 2010
Job VP, Sr. Private Client Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West - BNP Paribas 2014 - Present
Mechanics Bank 2010 - 2012
Edward Jones 2008 - 2010
GreenPoint Bank 1999 - 2004
Skills
Financial Services, Investments, Securities, Finance, Insurance, Investment Strategies, Banking, Budgets, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Portfolio Management, Investment Advisory, Loans, Mortgage Lending
Education
San Francisco State University 2014 — 2015
Loyola University of Chicago 1995 — 1998
BS in Psychology, Magna Cum Laude with honors in Psychology
Bank of the West - BNP Paribas 2014 - Present
Mechanics Bank 2010 - 2012
Edward Jones 2008 - 2010
GreenPoint Bank 1999 - 2004
Skills
Financial Services, Investments, Securities, Finance, Insurance, Investment Strategies, Banking, Budgets, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Portfolio Management, Investment Advisory, Loans, Mortgage Lending
Education
San Francisco State University 2014 — 2015
Loyola University of Chicago 1995 — 1998
BS in Psychology, Magna Cum Laude with honors in Psychology
Charles Milton's Edward Jones Experience 1994 - 1999
Job Vice PresidentBusiness Development Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors January 1999 - June 2011
Edward Jones 1994 - 1999
Dale Carnegie Training 1992 - 1994
Education
Loyola University Chicago 1983 — 1986
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors January 1999 - June 2011
Edward Jones 1994 - 1999
Dale Carnegie Training 1992 - 1994
Education
Loyola University Chicago 1983 — 1986
Patty Gretchko's Edward Jones Experience March 2008 - Present
Job boa at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2008 - Present
Education
Malone University
Edward Jones March 2008 - Present
Education
Malone University
Erika Wachholz's Edward Jones Experience August 2001 - June 2002
Job Registered principal delegate and paraplanner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Quest Wealth Management with Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2005 - July 2008
Ameriprise Financial October 2003 - November 2005
Prudential Securities/Wachovia Securities July 2002 - September 2003
Edward Jones August 2001 - June 2002
American Express Financial Advisors April 2000 - July 2001
American Express Financial Advisors May 1998 - April 2000
Education
Luther College 1993 — 1997
BA, Music
Quest Wealth Management with Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2005 - July 2008
Ameriprise Financial October 2003 - November 2005
Prudential Securities/Wachovia Securities July 2002 - September 2003
Edward Jones August 2001 - June 2002
American Express Financial Advisors April 2000 - July 2001
American Express Financial Advisors May 1998 - April 2000
Education
Luther College 1993 — 1997
BA, Music
John Meno, AAMS's Edward Jones Experience January 1998 - Present
Job General Partner & Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 1998 - Present
Everett Mutual Bank January 1992 - January 1998
Skills
Wealth Management, Retirement Planning
Education
Louisiana Tech University 1987 — 1992
Bachelor of Science (B.S.), Finance
Edward Jones January 1998 - Present
Everett Mutual Bank January 1992 - January 1998
Skills
Wealth Management, Retirement Planning
Education
Louisiana Tech University 1987 — 1992
Bachelor of Science (B.S.), Finance
Janet Thibault's Edward Jones Experience 1995 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones 1995 - Present
Education
Louisiana Tech University
Bachelors, Animal Science
Edward Jones 1995 - Present
Education
Louisiana Tech University
Bachelors, Animal Science
Shauntel Dalton Leeson's Edward Jones Experience January 1993 - May 1995
Job F.I.S.H. | Financial Advisor, Entrepreneur, Internet Visionary|
Industry Financial Services
Experience
J.P. Morgan June 2010 - June 2013
Brewer Investment Group June 2009 - January 2010
Ameriprise Financial Services, Inc. September 1995 - April 2009
Edward Jones January 1993 - May 1995
Euro Atlanitc Securities June 1992 - December 1992
Emrem Financial Services October 1986 - May 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Options, Risk Management, Series 65, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Investment Strategies, Financial Services, Finance, FINRA, Retirement, Strategic Financial..., Strategy, Fixed Annuities, Variable Annuities, Indexed Annuities, Portfolio Management, Alternative Investments, Wealth Management..., Financial Advisory, Series 6, Series 24, Bonds, ETFs, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Leadership, Financial Planning
Education
Loyola University of Chicago
Accounting & Finance
National-Louis University
Business Management
Northwestern University
Organizational Leadership
J.P. Morgan June 2010 - June 2013
Brewer Investment Group June 2009 - January 2010
Ameriprise Financial Services, Inc. September 1995 - April 2009
Edward Jones January 1993 - May 1995
Euro Atlanitc Securities June 1992 - December 1992
Emrem Financial Services October 1986 - May 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Options, Risk Management, Series 65, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Investment Strategies, Financial Services, Finance, FINRA, Retirement, Strategic Financial..., Strategy, Fixed Annuities, Variable Annuities, Indexed Annuities, Portfolio Management, Alternative Investments, Wealth Management..., Financial Advisory, Series 6, Series 24, Bonds, ETFs, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Leadership, Financial Planning
Education
Loyola University of Chicago
Accounting & Finance
National-Louis University
Business Management
Northwestern University
Organizational Leadership
Suzanne Marquette's Edward Jones Experience January 2014 - May 2014
Job Financial Advisor
Industry Financial Services
Experience
Postlethwaite & Netterville August 2014 - Present
Self employed June 2014 - Present
Edward Jones January 2014 - May 2014
JPMorgan Chase Bank June 1987 - March 2013
Skills
Commercial Lending, Commercial Banking, Loans, Treasury Management, Small Business Lending, Credit Analysis, Credit, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Credit Risk, Underwriting, Banking, Portfolio Management, Capital Markets, Cash Management, Retail Banking, Series 7, Series 63, Insurance, Loan Origination, Finance, Investments, Financial Analysis, Treasury Services, Wealth Management, Cross Selling, Relationship Management, Financial Services, Private Banking, Financial Risk, Strategic Financial..., Financial Structuring, Investment Banking, Retirement Planning, Real Estate, Mutual Funds, Bonds, Securities, Syndications, Executive Management
Education
Louisiana State University 1985 — 1987
MBA, Finance
LSU 1981 — 1985
Master of Business Administration (MBA), Business/Marketing
Postlethwaite & Netterville August 2014 - Present
Self employed June 2014 - Present
Edward Jones January 2014 - May 2014
JPMorgan Chase Bank June 1987 - March 2013
Skills
Commercial Lending, Commercial Banking, Loans, Treasury Management, Small Business Lending, Credit Analysis, Credit, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Credit Risk, Underwriting, Banking, Portfolio Management, Capital Markets, Cash Management, Retail Banking, Series 7, Series 63, Insurance, Loan Origination, Finance, Investments, Financial Analysis, Treasury Services, Wealth Management, Cross Selling, Relationship Management, Financial Services, Private Banking, Financial Risk, Strategic Financial..., Financial Structuring, Investment Banking, Retirement Planning, Real Estate, Mutual Funds, Bonds, Securities, Syndications, Executive Management
Education
Louisiana State University 1985 — 1987
MBA, Finance
LSU 1981 — 1985
Master of Business Administration (MBA), Business/Marketing
Jodi Engelstad's Edward Jones Experience February 2000 - March 2013
Job Financial advisor, Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network March 2013 - Present
Edward Jones February 2000 - March 2013
Skills
Financial Advisory, IRAs, Variable Annuities, Retirement Planning, Estate Planning, Customer Service, Insurance, Retirement, 401k Rollovers, Fixed Annuities, Long-term Care, Leadership, Investment Advisory, Mutual Funds, Small Business, Public Speaking, Portfolio Management, Asset Allocation, Budgets, Series 63, Series 7, Business Planning, Loans
Education
Madison Area Technical College 1981 — 1982
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Wells Fargo Advisors Financial Network March 2013 - Present
Edward Jones February 2000 - March 2013
Skills
Financial Advisory, IRAs, Variable Annuities, Retirement Planning, Estate Planning, Customer Service, Insurance, Retirement, 401k Rollovers, Fixed Annuities, Long-term Care, Leadership, Investment Advisory, Mutual Funds, Small Business, Public Speaking, Portfolio Management, Asset Allocation, Budgets, Series 63, Series 7, Business Planning, Loans
Education
Madison Area Technical College 1981 — 1982
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Alan Bartlett's Edward Jones Experience May 2013 - September 2013
Job Senior Diabetes Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca January 2014 - Present
Edward Jones May 2013 - September 2013
Sunovion Pharmaceuticals September 2009 - March 2013
Merck February 2007 - March 2009
Pfizer Pharmaceuticals November 1996 - February 2007
Lorillard September 1993 - March 1996
Lorillard January 1991 - September 1993
Lorillard February 1987 - January 1991
Skills
Sales Operations, Territory Mgmt, Skilled Relationship..., effective communicator, Training, Pharmaceutical Sales, Sales, Sales Force Development, Healthcare, Orthopedic, Hospitals, Selling, Neurology, Psychiatry, Time Management, Pain Management, Allergy, Cardiology, Product Launch, Sales Effectiveness, Urology, Managed Care, Pharmaceutical Industry, Diabetes, Endocrinology
Education
Marquette University
Bachelor of Science (B.S.), Business Administration
AstraZeneca January 2014 - Present
Edward Jones May 2013 - September 2013
Sunovion Pharmaceuticals September 2009 - March 2013
Merck February 2007 - March 2009
Pfizer Pharmaceuticals November 1996 - February 2007
Lorillard September 1993 - March 1996
Lorillard January 1991 - September 1993
Lorillard February 1987 - January 1991
Skills
Sales Operations, Territory Mgmt, Skilled Relationship..., effective communicator, Training, Pharmaceutical Sales, Sales, Sales Force Development, Healthcare, Orthopedic, Hospitals, Selling, Neurology, Psychiatry, Time Management, Pain Management, Allergy, Cardiology, Product Launch, Sales Effectiveness, Urology, Managed Care, Pharmaceutical Industry, Diabetes, Endocrinology
Education
Marquette University
Bachelor of Science (B.S.), Business Administration
Laura Borg Urban, AAMS's Edward Jones Experience May 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2008 - Present
Blue Nile 2005 - 2008
Shane Co 1998 - 2000
Skills
Customer Service, Process Improvement, Team Leadership, Microsoft Excel, Microsoft Office, Team Building, Retail, Financial Analysis, Analytics, PowerPoint, Risk Management, Outlook, Banking, Business Analysis, Strategic Planning, Social Networking, Management, Leadership, Social Media Marketing, Project Management, Coaching, Microsoft Word
Education
Maine College of Art 2000 — 2002
BFA, Metalsmithing/Jewelry design
Enumclaw High School
Edward Jones May 2008 - Present
Blue Nile 2005 - 2008
Shane Co 1998 - 2000
Skills
Customer Service, Process Improvement, Team Leadership, Microsoft Excel, Microsoft Office, Team Building, Retail, Financial Analysis, Analytics, PowerPoint, Risk Management, Outlook, Banking, Business Analysis, Strategic Planning, Social Networking, Management, Leadership, Social Media Marketing, Project Management, Coaching, Microsoft Word
Education
Maine College of Art 2000 — 2002
BFA, Metalsmithing/Jewelry design
Enumclaw High School
Debra Smola's Edward Jones Experience June 2010 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Edward Jones 2010 - 2011
Skills
Retirement Planning, Sales, Series 7, Retirement, Wealth Management, Strategic Financial..., Investments, Insurance, 401k, Portfolio Management, Risk Management, Asset Management, Mortgage Lending
Education
Madonna University
Bachelor's degree, Marketing
Edward Jones June 2010 - Present
Edward Jones 2010 - 2011
Skills
Retirement Planning, Sales, Series 7, Retirement, Wealth Management, Strategic Financial..., Investments, Insurance, 401k, Portfolio Management, Risk Management, Asset Management, Mortgage Lending
Education
Madonna University
Bachelor's degree, Marketing
Shannon Burger's Edward Jones Experience Bos'nCanadian Armed Forces1979 - 1995
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Bos'nCanadian Armed Forces1979 - 1995
Education
MacEwan University 2005 — 2007
Management Studies
Edward Jones Bos'nCanadian Armed Forces1979 - 1995
Education
MacEwan University 2005 — 2007
Management Studies
Laurie Mattison's Edward Jones Experience March 2003 - Present
Job Team LeaderRetirement Services at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
American Funds 1999 - 2002
Dun & Bradstreet 1992 - 1998
Education
Marian University 1987 — 1992
BA/BS, Business/Psychology
Edward Jones March 2003 - Present
American Funds 1999 - 2002
Dun & Bradstreet 1992 - 1998
Education
Marian University 1987 — 1992
BA/BS, Business/Psychology
Jeremiah Kath's Edward Jones Experience May 2011 - November 2013
Job Financial Advisor at US Bancorp Investments, Inc
Industry Financial Services
Experience
US Bancorp Investments, Inc November 2013 - Present
Edward Jones May 2011 - November 2013
Education
Marian University 2004 — 2006
Bachelor of Business Administration (B.B.A.)
US Bancorp Investments, Inc November 2013 - Present
Edward Jones May 2011 - November 2013
Education
Marian University 2004 — 2006
Bachelor of Business Administration (B.B.A.)
Scott Leavell's Edward Jones Experience 2008 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Capital One November 2013 - Present
JPMorgan Chase July 2010 - November 2013
Edward Jones 2008 - 2009
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Securities, Retirement
Education
Louisiana State University
Bachelor of Arts, Psychology, History, Sociology
Arizona Western College
Fork Union Military Academy
Capital One November 2013 - Present
JPMorgan Chase July 2010 - November 2013
Edward Jones 2008 - 2009
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Securities, Retirement
Education
Louisiana State University
Bachelor of Arts, Psychology, History, Sociology
Arizona Western College
Fork Union Military Academy
CHARLES WILSON, AAMS's Edward Jones Experience General ManagerCharter MediaJanuary 1994 - January 2003
Job Finanical Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones General ManagerCharter MediaJanuary 1994 - January 2003
Education
Wayne State University 1971 — 1973
Mass Communications
Macomb Community College 1969 — 1971
Associates, Mass Communications
Edward Jones General ManagerCharter MediaJanuary 1994 - January 2003
Education
Wayne State University 1971 — 1973
Mass Communications
Macomb Community College 1969 — 1971
Associates, Mass Communications
Murray Fontenot's Edward Jones Experience March 2009 - December 2009
Job Sales Executive at Z|APPAREL
Industry Apparel & Fashion
Experience
Whitney Investment Services February 2015 - May 2015
ING Financial Partners April 2011 - February 2015
JPMorgan Chase February 2010 - February 2011
Edward Jones March 2009 - December 2009
Education
Louisiana State University 1989 — 1993
Bachelor's of Science, Economics
Brother Martin High School 1985 — 1989
Whitney Investment Services February 2015 - May 2015
ING Financial Partners April 2011 - February 2015
JPMorgan Chase February 2010 - February 2011
Edward Jones March 2009 - December 2009
Education
Louisiana State University 1989 — 1993
Bachelor's of Science, Economics
Brother Martin High School 1985 — 1989
Deb Urista-Werdin's Edward Jones Experience January 2013 - March 2013
Job Realtor at Coldwell Banker Burnet
Industry Real Estate
Experience
Coldwell Banker Burnet April 2014 - Present
Coldwell Banker Burnet April 2013 - April 2014
Edward Jones January 2013 - March 2013
Edina Realty October 1990 - June 2011
Skills
Single Family Homes, First Time Home Buyers, Sellers, Listings, Relocation, Buyer Representation, Negotiation, Real Estate, New Home Sales, Condos
Education
Macalester College 1977 — 1982
School name:
Coldwell Banker Burnet April 2014 - Present
Coldwell Banker Burnet April 2013 - April 2014
Edward Jones January 2013 - March 2013
Edina Realty October 1990 - June 2011
Skills
Single Family Homes, First Time Home Buyers, Sellers, Listings, Relocation, Buyer Representation, Negotiation, Real Estate, New Home Sales, Condos
Education
Macalester College 1977 — 1982
School name:
Dianne Morgan's Edward Jones Experience January 2000 - December 2010
Job Independent Watercolor Artist at Dianne Morgan Fine Art
Industry Financial Services
Experience
Dianne Morgan Fine Art January 2011 - Present
Edward Jones January 2000 - December 2010
Education
Louisiana State University in Shreveport 1993 — 2000
accounting, accounting and finance
Dianne Morgan Fine Art January 2011 - Present
Edward Jones January 2000 - December 2010
Education
Louisiana State University in Shreveport 1993 — 2000
accounting, accounting and finance
Eric Monton's Edward Jones Experience December 2002 - December 2009
Job Compliance Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2009 - Present
Edward Jones December 2002 - December 2009
Edward Jones June 1999 - December 2002
Education
Webster University 2004 — 2006
Master of Arts (M.A.), Finance
Loyola University of Chicago 1991 — 1995
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC December 2009 - Present
Edward Jones December 2002 - December 2009
Edward Jones June 1999 - December 2002
Education
Webster University 2004 — 2006
Master of Arts (M.A.), Finance
Loyola University of Chicago 1991 — 1995
Bachelor of Arts (B.A.)
Loretta Habig's Edward Jones Experience June 2007 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Edward Jones September 2002 - Present
Skills
Outlook, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Administrative..., Microsoft Word, Training, Teaching
Education
Kansas State University 1976 — 1979
Bachelor of Science (BS), Elementary Education and Teaching
Manhattan Christian College 1975 — 1979
Bachelor of Science
Edward Jones June 2007 - Present
Edward Jones September 2002 - Present
Skills
Outlook, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Administrative..., Microsoft Word, Training, Teaching
Education
Kansas State University 1976 — 1979
Bachelor of Science (BS), Elementary Education and Teaching
Manhattan Christian College 1975 — 1979
Bachelor of Science
Bindu Gangadharan's Edward Jones Experience June 2012 - Present
Job Project Leader , Branch Learning and Development at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Webster University 1996 - Present
Edward Jones July 2011 - June 2012
Edward Jones 2007 - 2011
Edward Jones 2005 - 2011
Skills
Instructional Design, Talent Management, Leadership, Leadership Development, Blended Learning, Adult Education, E-Learning, Organizational..., Coaching, Public Speaking, Captivate, Higher Education, Curriculum Design, Instructor-led Training, Training Delivery, Training, Employee Training, Workshop Facilitation, Career Development, Fundraising, Curriculum Development, Executive Coaching, Distance Learning, Needs Analysis, Staff Development, Strategic Planning, Learning Management..., Organizational..., Onboarding, Training..., Performance Measurement, Knowledge and Skill..., Competency Based..., Vendor Management
Education
Miami University 1989 — 1994
Master's degree, Political Science
Madras Christian College 1980 — 1982
Master of Arts (MA), Political Science
Edward Jones June 2012 - Present
Webster University 1996 - Present
Edward Jones July 2011 - June 2012
Edward Jones 2007 - 2011
Edward Jones 2005 - 2011
Skills
Instructional Design, Talent Management, Leadership, Leadership Development, Blended Learning, Adult Education, E-Learning, Organizational..., Coaching, Public Speaking, Captivate, Higher Education, Curriculum Design, Instructor-led Training, Training Delivery, Training, Employee Training, Workshop Facilitation, Career Development, Fundraising, Curriculum Development, Executive Coaching, Distance Learning, Needs Analysis, Staff Development, Strategic Planning, Learning Management..., Organizational..., Onboarding, Training..., Performance Measurement, Knowledge and Skill..., Competency Based..., Vendor Management
Education
Miami University 1989 — 1994
Master's degree, Political Science
Madras Christian College 1980 — 1982
Master of Arts (MA), Political Science
Rosehn Gipe's Edward Jones Experience 2000 - 2003
Job CFO & COO at USS SLATER
Industry Museums and Institutions
Experience
USS SLATER DE766 Destroyer Escort Historical Museum 2003 - Present
Edward Jones 2000 - 2003
National Music Museum 1991 - 1997
USS KIDD DD661 1988 - 1990
Skills
Social Media, Public Speaking, Museums, Operations Management, Non-profits, Management, Customer Service, Event Planning, Event Management, Research, Strategic Planning, Fundraising, Budgets, Project Management, Managerial Finance, Financial Accounting, Employee Benefits, Human Resources, Nonprofits
Education
Louisiana State University
Master of Business Administration (M.B.A.)
Louisiana State University
Bachelor of Music Education, Instrumental Music
USS SLATER DE766 Destroyer Escort Historical Museum 2003 - Present
Edward Jones 2000 - 2003
National Music Museum 1991 - 1997
USS KIDD DD661 1988 - 1990
Skills
Social Media, Public Speaking, Museums, Operations Management, Non-profits, Management, Customer Service, Event Planning, Event Management, Research, Strategic Planning, Fundraising, Budgets, Project Management, Managerial Finance, Financial Accounting, Employee Benefits, Human Resources, Nonprofits
Education
Louisiana State University
Master of Business Administration (M.B.A.)
Louisiana State University
Bachelor of Music Education, Instrumental Music
Sean Hoffpauir, MBA's Edward Jones Experience March 2002 - April 2004
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Alpha Harvest Wealth Management December 2009 - May 2014
The Schumacher Group February 2013 - July 2013
The Schumacher Group March 2012 - January 2013
UBS Financial Services May 2007 - September 2009
Tsunami Sushi March 2005 - September 2006
First Wall Street, Corp. April 2004 - March 2005
Edward Jones March 2002 - April 2004
Whitney National Bank June 1999 - February 2002
Skills
Finance, Investments, Financial Modeling, Mutual Funds, Financial Services, Investment Strategies, Asset Allocation, Customer Service, Equities, Fixed Income, Retirement, Risk Management, Retirement Planning, Life Insurance, ETFs, Economics, Financial Advisory, Investment Management, Financial Risk, Bonds, Long Term Care Insurance, Tax Free Income
Education
Louisiana State University 2005 — 2009
MBA, Finance
University of Louisiana at Lafayette 1997 — 2001
BS Business Administration, Finance
Acadiana High School 1992 — 1996
High School Diploma, General
Wells Fargo Advisors June 2014 - Present
Alpha Harvest Wealth Management December 2009 - May 2014
The Schumacher Group February 2013 - July 2013
The Schumacher Group March 2012 - January 2013
UBS Financial Services May 2007 - September 2009
Tsunami Sushi March 2005 - September 2006
First Wall Street, Corp. April 2004 - March 2005
Edward Jones March 2002 - April 2004
Whitney National Bank June 1999 - February 2002
Skills
Finance, Investments, Financial Modeling, Mutual Funds, Financial Services, Investment Strategies, Asset Allocation, Customer Service, Equities, Fixed Income, Retirement, Risk Management, Retirement Planning, Life Insurance, ETFs, Economics, Financial Advisory, Investment Management, Financial Risk, Bonds, Long Term Care Insurance, Tax Free Income
Education
Louisiana State University 2005 — 2009
MBA, Finance
University of Louisiana at Lafayette 1997 — 2001
BS Business Administration, Finance
Acadiana High School 1992 — 1996
High School Diploma, General
Kathryn Voyles's Edward Jones Experience November 2010 - May 2012
Job Financial Advisor at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch Bank of America August 2012 - Present
Edward Jones November 2010 - May 2012
SenoRx March 2009 - October 2010
Medtronic Urology January 2001 - March 2009
Vidamed April 1999 - January 2001
Skills
Asset Management, Sales Management, Sales, Finance, New Business Development, Income Statement, Retirement Planning, Strategic Financial..., Financial Modeling, Customer Service, Series 7, Insurance, Risk Management, Investments, Strategic Planning, Leadership, Financial Services, Portfolio Management, Account Management, Credit, Cold Calling, Forecasting, Sales Operations
Education
Marian University 1971 — 1975
Edward Jones
Series 7, Series 66, Texas Insurance license
KHS
KHS
Merrill Lynch Bank of America August 2012 - Present
Edward Jones November 2010 - May 2012
SenoRx March 2009 - October 2010
Medtronic Urology January 2001 - March 2009
Vidamed April 1999 - January 2001
Skills
Asset Management, Sales Management, Sales, Finance, New Business Development, Income Statement, Retirement Planning, Strategic Financial..., Financial Modeling, Customer Service, Series 7, Insurance, Risk Management, Investments, Strategic Planning, Leadership, Financial Services, Portfolio Management, Account Management, Credit, Cold Calling, Forecasting, Sales Operations
Education
Marian University 1971 — 1975
Edward Jones
Series 7, Series 66, Texas Insurance license
KHS
KHS
Bob Bernzen's Edward Jones Experience January 2008 - January 2011
Job RSC at AT&T
Industry Retail
Experience
AT&T October 2014 - Present
Schnuck Markets, Inc. November 2013 - September 2014
Schnuck Markets, Inc. August 2011 - November 2013
Edward Jones January 2008 - January 2011
CVS Caremark Corporation August 1994 - November 2007
CVS Caremark Corporation/Osco Drug October 1985 - August 1994
Skills
Profitability, Customer Service, Portfolio Management, Purchasing, Insurance, Budget Development, Retail Management, Sales Management, Sales, Budgets, Profit, Merchandising, Forecasting, New Business Development, Finance, Payroll, Management, Leadership, Store Management, Team Building, Inventory Management, Training, Team Leadership
Education
Quincy University 1983 — 1985
BA, Psychology
Marquette University 1981 — 1982
Mechanical Engineering
AT&T October 2014 - Present
Schnuck Markets, Inc. November 2013 - September 2014
Schnuck Markets, Inc. August 2011 - November 2013
Edward Jones January 2008 - January 2011
CVS Caremark Corporation August 1994 - November 2007
CVS Caremark Corporation/Osco Drug October 1985 - August 1994
Skills
Profitability, Customer Service, Portfolio Management, Purchasing, Insurance, Budget Development, Retail Management, Sales Management, Sales, Budgets, Profit, Merchandising, Forecasting, New Business Development, Finance, Payroll, Management, Leadership, Store Management, Team Building, Inventory Management, Training, Team Leadership
Education
Quincy University 1983 — 1985
BA, Psychology
Marquette University 1981 — 1982
Mechanical Engineering
Robert T (Bob) Graham, Jr's Edward Jones Experience September 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1996 - Present
Edward Jones September 1996 - Present
Edward Jones September 1996 - Present
Skills
Pensions, Insurance, Financial Advisory, Disability Insurance, Wealth Management, Wealth, Term Life Insurance, Small Business, Portfolio Management, Asset Management, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Strategic Planning, Financial Planners, Marketing, Estate Planning, New Business Development, Fixed Annuities, Entrepreneurship, Roth IRA, Investment Advisory, 401k Rollovers, Retirement, Coaching, Long-term Care, IRAs, Investment Strategies
Education
Louisiana State University in Shreveport 1987 — 1990
Educational Leadership and Administration, General
Louisiana Tech University 1975 — 1978
Master’s Degree, Botany/Plant Biology
Edward Jones September 1996 - Present
Edward Jones September 1996 - Present
Edward Jones September 1996 - Present
Skills
Pensions, Insurance, Financial Advisory, Disability Insurance, Wealth Management, Wealth, Term Life Insurance, Small Business, Portfolio Management, Asset Management, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Strategic Planning, Financial Planners, Marketing, Estate Planning, New Business Development, Fixed Annuities, Entrepreneurship, Roth IRA, Investment Advisory, 401k Rollovers, Retirement, Coaching, Long-term Care, IRAs, Investment Strategies
Education
Louisiana State University in Shreveport 1987 — 1990
Educational Leadership and Administration, General
Louisiana Tech University 1975 — 1978
Master’s Degree, Botany/Plant Biology
Cordell White's Edward Jones Experience June 1996 - January 1997
Job Chief Executive Officer at First Community Bank
Industry Banking
Experience
First Community Bank, Hammond, Louisiana March 2003 - Present
AmSouth Bank November 1998 - February 2002
Edward Jones June 1996 - January 1997
First Federal Bank of New Mexico January 1989 - June 1996
Evangeline Federql Savings and Loan May 1984 - December 1988
American Bank and Trust August 1981 - April 1984
American Bank and Trust COmpany May 1974 - July 1981
Skills
Banking, Commercial Lending, Commercial Banking, Credit, Retail Banking, Risk Management, Strategic Planning, Real Estate, Team Building, Negotiation, Project Management, Credit Risk, Credit Analysis
Education
Louisiana State University and Agricultural and Mechanical College 1979 — 1981
Graduate-School of Banking, Banking and Financial Support Services
University of Oklahoma 1978 — 1978
National Commercial lending School
Louisiana State University 1970 — 1972
Master of Business Administration (MBA)
Louisiana State University 1966 — 1970
Bachelor of Arts (B.A.), Chemistry
First Community Bank, Hammond, Louisiana March 2003 - Present
AmSouth Bank November 1998 - February 2002
Edward Jones June 1996 - January 1997
First Federal Bank of New Mexico January 1989 - June 1996
Evangeline Federql Savings and Loan May 1984 - December 1988
American Bank and Trust August 1981 - April 1984
American Bank and Trust COmpany May 1974 - July 1981
Skills
Banking, Commercial Lending, Commercial Banking, Credit, Retail Banking, Risk Management, Strategic Planning, Real Estate, Team Building, Negotiation, Project Management, Credit Risk, Credit Analysis
Education
Louisiana State University and Agricultural and Mechanical College 1979 — 1981
Graduate-School of Banking, Banking and Financial Support Services
University of Oklahoma 1978 — 1978
National Commercial lending School
Louisiana State University 1970 — 1972
Master of Business Administration (MBA)
Louisiana State University 1966 — 1970
Bachelor of Arts (B.A.), Chemistry
Tina Zavislak's Edward Jones Experience February 2014 - Present
Job Senior Support Specialist
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Edward Jones December 2009 - Present
Burt Lake Marina May 2007 - March 2009
Sedgwick Claims Management Services September 2004 - August 2006
Edward Jones June 1999 - September 2003
Crawford Broadcasting WMUZ 103.5 The Light May 1997 - May 1999
St. John Hospital & Medical Center October 1974 - May 1996
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Work Ethic, Customer Service, Customer Satisfaction, Problem Solving, Proofreading, Multi Tasking, Diversity & Inclusion, PeopleSoft, Web CRD, Typing, Industrial Sewing, Office Management, Dictaphone, Administrative..., Telephone Skills, Data Entry, Office Administration, Workers Compensation, Spreadsheets, Time Management, Recruiting, Onboarding, Talent Acquisition, Invoicing, Human Resources, Hiring, Employee Relations, Applicant Tracking...
Education
Macomb Community College
Roseville High School
Honors Diploma
Wayne State University
Edward Jones February 2014 - Present
Edward Jones December 2009 - Present
Burt Lake Marina May 2007 - March 2009
Sedgwick Claims Management Services September 2004 - August 2006
Edward Jones June 1999 - September 2003
Crawford Broadcasting WMUZ 103.5 The Light May 1997 - May 1999
St. John Hospital & Medical Center October 1974 - May 1996
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Work Ethic, Customer Service, Customer Satisfaction, Problem Solving, Proofreading, Multi Tasking, Diversity & Inclusion, PeopleSoft, Web CRD, Typing, Industrial Sewing, Office Management, Dictaphone, Administrative..., Telephone Skills, Data Entry, Office Administration, Workers Compensation, Spreadsheets, Time Management, Recruiting, Onboarding, Talent Acquisition, Invoicing, Human Resources, Hiring, Employee Relations, Applicant Tracking...
Education
Macomb Community College
Roseville High School
Honors Diploma
Wayne State University
Christy Patritti's Edward Jones Experience January 2012 - December 2014
Job Communications and Marketing
Industry Financial Services
Experience
St. Peter Catholic Church Kirkwood January 2012 - Present
Edward Jones January 2012 - December 2014
Marriott International April 1998 - September 1999
Renaissance Hotel St. Louis Airport October 1997 - April 1998
St.Louis Airport Marriott October 1996 - October 1997
St. Louis Airport Marriott March 1995 - October 1996
New Orleans Marriott February 1994 - March 1995
New Orleans Marriott June 1992 - March 1994
Skills
Mutual Funds, Investments, Project Management
Education
Loyola University New Orleans 1987 — 1991
Bachelor of Arts, Communications
St. Peter Catholic Church Kirkwood January 2012 - Present
Edward Jones January 2012 - December 2014
Marriott International April 1998 - September 1999
Renaissance Hotel St. Louis Airport October 1997 - April 1998
St.Louis Airport Marriott October 1996 - October 1997
St. Louis Airport Marriott March 1995 - October 1996
New Orleans Marriott February 1994 - March 1995
New Orleans Marriott June 1992 - March 1994
Skills
Mutual Funds, Investments, Project Management
Education
Loyola University New Orleans 1987 — 1991
Bachelor of Arts, Communications
Mark Gibbon's Edward Jones Experience September 2013 - August 2014
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Edward Jones September 2013 - August 2014
Merrill Lynch 1982 - 2012
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Alternative Investments, Investments, Estate Planning, Financial Advisory, Series 65, Retirement, Asset Allocation, Securities, Series 6, 401k, IRAs, Equities, Fixed Income, Variable Annuities, Asset Management, Bonds, Investment Advisory, Fixed Annuities
Education
Lycoming College 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments September 2014 - Present
Edward Jones September 2013 - August 2014
Merrill Lynch 1982 - 2012
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Alternative Investments, Investments, Estate Planning, Financial Advisory, Series 65, Retirement, Asset Allocation, Securities, Series 6, 401k, IRAs, Equities, Fixed Income, Variable Annuities, Asset Management, Bonds, Investment Advisory, Fixed Annuities
Education
Lycoming College 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Philip Bowles's Edward Jones Experience February 2001 - September 2010
Job President at Bowles Financial Services
Industry Financial Services
Experience
Bowles Financial Services September 2010 - Present
Wilmot Baptist Church September 1998 - Present
Edward Jones February 2001 - September 2010
Shelter Insurance Companies February 1991 - February 2001
Skills
Customer Service, Research, English, Windows, HTML, Budgets, Public Speaking, Strategic Planning, Negotiation
Education
Luther Rice University 1987 — 1990
Doctorate, Unfinished
New Orleans Baptist Theological Seminary 1984 — 1985
Master of Divinity (M.Div.)
Ouachita Baptist University 1971 — 1974
Bachelor of Arts (B.A.), Religion/Religious Studies
Bowles Financial Services September 2010 - Present
Wilmot Baptist Church September 1998 - Present
Edward Jones February 2001 - September 2010
Shelter Insurance Companies February 1991 - February 2001
Skills
Customer Service, Research, English, Windows, HTML, Budgets, Public Speaking, Strategic Planning, Negotiation
Education
Luther Rice University 1987 — 1990
Doctorate, Unfinished
New Orleans Baptist Theological Seminary 1984 — 1985
Master of Divinity (M.Div.)
Ouachita Baptist University 1971 — 1974
Bachelor of Arts (B.A.), Religion/Religious Studies
Chuck Booksh's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator with Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Skills
Supervisory Skills
Education
Louisiana State University 1969 — 1973
Bachelor's Degree, General Studies
Edward Jones March 2014 - Present
Skills
Supervisory Skills
Education
Louisiana State University 1969 — 1973
Bachelor's Degree, General Studies
Joseph Percacciolo's Edward Jones Experience August 2009 - December 2010
Job Relationship Banker at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA August 2013 - Present
JPMorgan Chase Bank NA December 2010 - August 2013
Edward Jones August 2009 - December 2010
Skills
Finance
Education
Manhattan College 2002 — 2007
Bachelor of Science (BS), Finance, General
Manhattan College 2002 — 2007
Minor, Chemistry
JPMorgan Chase Bank NA August 2013 - Present
JPMorgan Chase Bank NA December 2010 - August 2013
Edward Jones August 2009 - December 2010
Skills
Finance
Education
Manhattan College 2002 — 2007
Bachelor of Science (BS), Finance, General
Manhattan College 2002 — 2007
Minor, Chemistry
Greg Liston's Edward Jones Experience February 1997 - September 1999
Job Senior Examiner
Industry Financial Services
Experience
LPL Financial May 2011 - Present
Office of the Kansas Securities Commissioner February 2005 - May 2011
Kansas Department of Revenue November 1999 - February 2005
Edward Jones February 1997 - September 1999
Skills
FINRA, Series 24, Securities, AML, Series 7, Uniform Combined State..., Series 63, Financial Services, Equities, Financial Risk, Risk Management, Mutual Funds, Finance, Asset Management
Education
Manchester University 1994 — 1997
BS, Accounting and Finance
LPL Financial May 2011 - Present
Office of the Kansas Securities Commissioner February 2005 - May 2011
Kansas Department of Revenue November 1999 - February 2005
Edward Jones February 1997 - September 1999
Skills
FINRA, Series 24, Securities, AML, Series 7, Uniform Combined State..., Series 63, Financial Services, Equities, Financial Risk, Risk Management, Mutual Funds, Finance, Asset Management
Education
Manchester University 1994 — 1997
BS, Accounting and Finance
Adam Tinder's Edward Jones Experience 2014 - 2014
Job Federal Account Manager at CDWG
Industry Information Technology and Services
Experience
CDW-G January 2015 - Present
Edward Jones 2014 - 2014
Cannella Response Television January 2013 - December 2013
Captel 2011 - 2012
Skills
Organization, Personalization, Success Driven, Strategic Communications, Strategy, Solution Selling, Lead Generation, Networking, Sales, Microsoft Licensing, Cold Calling, Customer Satisfaction
Education
Marquette University 2008 — 2012
Bachelor of Arts and Sciences
Burlington High School 2003 — 2007
High School Diploma
CDW-G January 2015 - Present
Edward Jones 2014 - 2014
Cannella Response Television January 2013 - December 2013
Captel 2011 - 2012
Skills
Organization, Personalization, Success Driven, Strategic Communications, Strategy, Solution Selling, Lead Generation, Networking, Sales, Microsoft Licensing, Cold Calling, Customer Satisfaction
Education
Marquette University 2008 — 2012
Bachelor of Arts and Sciences
Burlington High School 2003 — 2007
High School Diploma
Berry White's Edward Jones Experience August 2000 - January 2002
Job Construction Professional
Industry Construction
Experience
CB&I 1989 - Present
BIS Frucon Industrial Services September 2003 - December 2003
Edward Jones August 2000 - January 2002
Skills
Negotiation, Blueprint Reading, Logistics Management, Management
Education
Louisiana Tech University 1993 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
CB&I 1989 - Present
BIS Frucon Industrial Services September 2003 - December 2003
Edward Jones August 2000 - January 2002
Skills
Negotiation, Blueprint Reading, Logistics Management, Management
Education
Louisiana Tech University 1993 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Eric Monton's Edward Jones Experience September 2000 - December 2009
Job Compliance Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Edward Jones September 2000 - December 2009
Edward Jones March 1998 - September 2000
Skills
Finance, Microsoft Excel, Microsoft Office, Sales, Financial Analysis, Microsoft Word, Accounting, PowerPoint
Education
Webster University 2003 — 2005
Masters, Finance
Loyola University Chicago 1991 — 1995
Bachelors in Science
Wells Fargo Advisors, LLC 2009 - Present
Edward Jones September 2000 - December 2009
Edward Jones March 1998 - September 2000
Skills
Finance, Microsoft Excel, Microsoft Office, Sales, Financial Analysis, Microsoft Word, Accounting, PowerPoint
Education
Webster University 2003 — 2005
Masters, Finance
Loyola University Chicago 1991 — 1995
Bachelors in Science
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation