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
Kayli Heimericks Kayli Heimericks's Edward Jones Experience January 2012 - November 2013
Job Audit Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie November 2013 - June 2015
Edward Jones January 2012 - November 2013
Edward Jones January 2012 - November 2013
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Leadership, Time Management, Training, Accounting, Internal Controls, Financial Statements
Education
Maryville University of Saint Louis 2010 — 2013
Bachelor's degree, Accounting
Maryville University of Saint Louis 2010 — 2013
Bachelor's degree, Accounting Information and Forensic Accounting
BDO USA, LLP June 2015 - Present
Stone Carlie November 2013 - June 2015
Edward Jones January 2012 - November 2013
Edward Jones January 2012 - November 2013
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Leadership, Time Management, Training, Accounting, Internal Controls, Financial Statements
Education
Maryville University of Saint Louis 2010 — 2013
Bachelor's degree, Accounting
Maryville University of Saint Louis 2010 — 2013
Bachelor's degree, Accounting Information and Forensic Accounting
Holly Wunderlich Holly Wunderlich's Edward Jones Experience May 2012 - Present
Job Senior Fund Administration Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Edward Jones July 2010 - May 2012
Edward Jones July 2009 - July 2010
Edward Jones July 2008 - July 2009
Edward Jones August 2006 - July 2008
Skills
Mutual Funds, Series 7, Customer Service, Asset Allocation, Investments, Portfolio Management, Securities, Asset Managment, Fixed Annuities
Education
Maryville University of Saint Louis 2003 — 2007
Bachelors Degree, Business
Edward Jones May 2012 - Present
Edward Jones July 2010 - May 2012
Edward Jones July 2009 - July 2010
Edward Jones July 2008 - July 2009
Edward Jones August 2006 - July 2008
Skills
Mutual Funds, Series 7, Customer Service, Asset Allocation, Investments, Portfolio Management, Securities, Asset Managment, Fixed Annuities
Education
Maryville University of Saint Louis 2003 — 2007
Bachelors Degree, Business
Theo Gemkow's Edward Jones Experience February 2007 - July 2008
Job Business Development Manager at EbyBrown
Industry Wholesale
Experience
Eby-Brown November 2012 - Present
Eby-Brown Company, LLC April 2011 - November 2012
Eby-Brown Company, LLC October 2008 - April 2011
Edward Jones February 2007 - July 2008
GSF Mortgage October 2004 - February 2007
First American Title February 2004 - October 2004
Butler National Golf Club March 1992 - December 2003
Skills
Sales Management, Sales, Salesforce.com, Sales Presentations, Training, New Business Development, Key Account Development, Sales Operations, Pricing, SAP CRM, Business Development, CRM, Negotiation, Forecasting, P&L Management, Project Management, Account Management, Management, Inventory Management
Education
Marquette University 1997 — 2002
Bachelor of Science (B.S.), Finance, General
Eby-Brown November 2012 - Present
Eby-Brown Company, LLC April 2011 - November 2012
Eby-Brown Company, LLC October 2008 - April 2011
Edward Jones February 2007 - July 2008
GSF Mortgage October 2004 - February 2007
First American Title February 2004 - October 2004
Butler National Golf Club March 1992 - December 2003
Skills
Sales Management, Sales, Salesforce.com, Sales Presentations, Training, New Business Development, Key Account Development, Sales Operations, Pricing, SAP CRM, Business Development, CRM, Negotiation, Forecasting, P&L Management, Project Management, Account Management, Management, Inventory Management
Education
Marquette University 1997 — 2002
Bachelor of Science (B.S.), Finance, General
Edward Shields, CBCP Edward Shields, CBCP's Edward Jones Experience January 1983 - March 1997
Job Sr. Storage Architect z/OS, Storage Administrator
Industry Computer Hardware
Experience
IBM April 2015 - Present
IBM December 2007 - March 2014
Southwestern Bell / SBC / AT&T March 1997 - December 2007
Edward Jones January 1983 - March 1997
Skills
RedHat, Disaster Recovery, Virtual Servers, Tape Libraries, Tape Management, Tape Backup, Storage, CA1, IBM Mainframe, IBM Utilities, Hardware, Storage Management, MVS, Tape, Mainframe, Operating Systems, VTL, AIX, CICS, HDS, Oracle, HP, Software Installation, NetApp, Veritas Cluster Server, Storage Area Networks, ITIL, Business Continuity, Incident Management, Enterprise Storage, Symmetrix, Data Center, IT Management, SAN, IBM AIX
Education
Maryville University of Saint Louis
St. Louis Community College
None, Radio and Television Broadcasting Technology/Technician
IBM April 2015 - Present
IBM December 2007 - March 2014
Southwestern Bell / SBC / AT&T March 1997 - December 2007
Edward Jones January 1983 - March 1997
Skills
RedHat, Disaster Recovery, Virtual Servers, Tape Libraries, Tape Management, Tape Backup, Storage, CA1, IBM Mainframe, IBM Utilities, Hardware, Storage Management, MVS, Tape, Mainframe, Operating Systems, VTL, AIX, CICS, HDS, Oracle, HP, Software Installation, NetApp, Veritas Cluster Server, Storage Area Networks, ITIL, Business Continuity, Incident Management, Enterprise Storage, Symmetrix, Data Center, IT Management, SAN, IBM AIX
Education
Maryville University of Saint Louis
St. Louis Community College
None, Radio and Television Broadcasting Technology/Technician
Amy Starzyk Amy Starzyk's Edward Jones Experience June 2013 - Present
Job Field Supervision Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Edward Jones September 2005 - June 2013
Edward Jones August 1998 - September 2005
Skills
Field Supervision, Customer Service, Leadership, Inventory Management, Interviews, Retail, Series 7, Series 63, 401k, Investment Advisory, Securities, Pensions, Series 24, Investments, Retirement Plan..., Retirement Planning
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Accounting and Finance
Edward Jones June 2013 - Present
Edward Jones September 2005 - June 2013
Edward Jones August 1998 - September 2005
Skills
Field Supervision, Customer Service, Leadership, Inventory Management, Interviews, Retail, Series 7, Series 63, 401k, Investment Advisory, Securities, Pensions, Series 24, Investments, Retirement Plan..., Retirement Planning
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Accounting and Finance
Ryan D Rice Ryan D Rice's Edward Jones Experience I help people reach there financial goals. Wether it's a retirement plan big or small. Or trying to get the best rate of return on your money to make sure you can live like you want to, not the way you have too.$
Job financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones I help people reach there financial goals. Wether it's a retirement plan big or small. Or trying to get the best rate of return on your money to make sure you can live like you want to, not the way you have too.$
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies
Education
Marshall University 2000 — 2005
Bachelor of Arts (B.A.), Business/Commerce, General
Edward Jones I help people reach there financial goals. Wether it's a retirement plan big or small. Or trying to get the best rate of return on your money to make sure you can live like you want to, not the way you have too.$
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies
Education
Marshall University 2000 — 2005
Bachelor of Arts (B.A.), Business/Commerce, General
Casey Hopkins Casey Hopkins's Edward Jones Experience March 2001 - February 2005
Job Vice President at Bank of Old Monroe
Industry Banking
Experience
Bank of Old Monroe February 2013 - Present
Bank of Old Monroe March 2006 - Present
Enterprise Bank & Trust February 2005 - March 2006
Edward Jones March 2001 - February 2005
Skills
Portfolio Management, Training, Leadership, Risk Management, Analysis, Finance, CRM, Banking, Insurance, Business Development, Business Analysis, Strategy, Management, Customer Service, Team Building, Sales, Strategic Planning, Marketing, Public Speaking, Credit
Education
Maryville University of Saint Louis 1999 — 2003
Bachelor of Business Administration (BBA), Marketing / Finance
Troy Buchanan High School
Bank of Old Monroe February 2013 - Present
Bank of Old Monroe March 2006 - Present
Enterprise Bank & Trust February 2005 - March 2006
Edward Jones March 2001 - February 2005
Skills
Portfolio Management, Training, Leadership, Risk Management, Analysis, Finance, CRM, Banking, Insurance, Business Development, Business Analysis, Strategy, Management, Customer Service, Team Building, Sales, Strategic Planning, Marketing, Public Speaking, Credit
Education
Maryville University of Saint Louis 1999 — 2003
Bachelor of Business Administration (BBA), Marketing / Finance
Troy Buchanan High School
Kassiana Richardson's Edward Jones Experience August 2013 - December 2013
Job Strategy & Execution Consultant, Wells Fargo Advisors
Industry Financial Services
Experience
French Gerleman March 2014 - November 2014
Edward Jones August 2013 - December 2013
Seven Gables Inn June 2012 - August 2013
Charlotte Russe April 2012 - August 2012
Twin Pike Family YMCA October 2008 - August 2010
Skills
PowerPoint, Retail, Microsoft Office, Microsoft Word, Teamwork, Cashiering, Customer Service, Microsoft Excel, Marketing, Time Management, Sales, Leadership, Social Networking
Education
Maryville University of Saint Louis 2010 — 2014
Bachelor of Science (BS), Business Administration, Senior
Louisiana High School, Louisiana, Missouri 2006 — 2010
3.8/4.0 GPA
French Gerleman March 2014 - November 2014
Edward Jones August 2013 - December 2013
Seven Gables Inn June 2012 - August 2013
Charlotte Russe April 2012 - August 2012
Twin Pike Family YMCA October 2008 - August 2010
Skills
PowerPoint, Retail, Microsoft Office, Microsoft Word, Teamwork, Cashiering, Customer Service, Microsoft Excel, Marketing, Time Management, Sales, Leadership, Social Networking
Education
Maryville University of Saint Louis 2010 — 2014
Bachelor of Science (BS), Business Administration, Senior
Louisiana High School, Louisiana, Missouri 2006 — 2010
3.8/4.0 GPA
Casey Orr Casey Orr's Edward Jones Experience October 2007 - October 2009
Job at
Industry Financial Services
Experience
Lambert Bros., Inc. September 2014 - Present
USA Doc Prep May 2014 - September 2014
Student Loan Servicing Center December 2013 - May 2014
Military Debt Management Agency, 501(c)3 March 2012 - December 2013
AquaChamps Swim School January 2010 - March 2012
Self-Employed 2009 - 2012
After School Programs, Inc. January 2010 - June 2010
Edward Jones October 2007 - October 2009
Edward Jones May 2007 - September 2007
Maryville University August 2004 - May 2007
Skills
Research, Microsoft Office, Typing, Organization, Management, Event Management, Events Coordination, Retirement Plan..., Education, Customer Liason, Phone Etiquette, Office Administration, Compliance, Legal Compliance, Accounting, Customer Service, Budgets, Event Planning, Leadership, Nonprofits, Team Building, Social Media, Payroll, Social Networking, Community Outreach, Microsoft Excel
Education
Maryville University of Saint Louis 2004 — 2007
Bachelor's degree, Psychology and Business
Lambert Bros., Inc. September 2014 - Present
USA Doc Prep May 2014 - September 2014
Student Loan Servicing Center December 2013 - May 2014
Military Debt Management Agency, 501(c)3 March 2012 - December 2013
AquaChamps Swim School January 2010 - March 2012
Self-Employed 2009 - 2012
After School Programs, Inc. January 2010 - June 2010
Edward Jones October 2007 - October 2009
Edward Jones May 2007 - September 2007
Maryville University August 2004 - May 2007
Skills
Research, Microsoft Office, Typing, Organization, Management, Event Management, Events Coordination, Retirement Plan..., Education, Customer Liason, Phone Etiquette, Office Administration, Compliance, Legal Compliance, Accounting, Customer Service, Budgets, Event Planning, Leadership, Nonprofits, Team Building, Social Media, Payroll, Social Networking, Community Outreach, Microsoft Excel
Education
Maryville University of Saint Louis 2004 — 2007
Bachelor's degree, Psychology and Business
Jonathan Runyan Jonathan Runyan's Edward Jones Experience August 2005 - September 2006
Job Clinical Sales at Intuitive Surgical
Industry Hospital & Health Care
Experience
Intuitive Surgical April 2010 - Present
Wells Fargo Advisors, LLC September 2006 - November 2009
Edward Jones August 2005 - September 2006
Skills
Strategic Planning, Cross-functional Team..., Email Marketing, Management, Marketing, Sales, Selling, Sales Operations, Sales Process, Small Business, Direct Sales, Sales Management, Leadership, Medical Devices, Cold Calling, Capital Equipment, Healthcare, Market Development, Product Launch
Education
Trevecca Nazarene University 2000 — 2002
Business Management, Business
Marshall University 1998 — 2000
Business Management, Business
Intuitive Surgical April 2010 - Present
Wells Fargo Advisors, LLC September 2006 - November 2009
Edward Jones August 2005 - September 2006
Skills
Strategic Planning, Cross-functional Team..., Email Marketing, Management, Marketing, Sales, Selling, Sales Operations, Sales Process, Small Business, Direct Sales, Sales Management, Leadership, Medical Devices, Cold Calling, Capital Equipment, Healthcare, Market Development, Product Launch
Education
Trevecca Nazarene University 2000 — 2002
Business Management, Business
Marshall University 1998 — 2000
Business Management, Business
Julie Devine Julie Devine's Edward Jones Experience August 2015 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones April 2010 - August 2015
Edward Jones January 2010 - April 2010
Rockwood Bank August 2006 - December 2009
Skills
Series 7, Series 66, Stocks, Fixed Income
Education
Maryville University of Saint Louis 2011 — 2014
Master of Business Administration (M.B.A.), Management
Maryville University of Saint Louis 2008 — 2010
Bachelor of Science, Business Administration and Management, General
St. Louis Community College 2006 — 2008
Business Administration and Management, General
Edward Jones August 2015 - Present
Edward Jones April 2010 - August 2015
Edward Jones January 2010 - April 2010
Rockwood Bank August 2006 - December 2009
Skills
Series 7, Series 66, Stocks, Fixed Income
Education
Maryville University of Saint Louis 2011 — 2014
Master of Business Administration (M.B.A.), Management
Maryville University of Saint Louis 2008 — 2010
Bachelor of Science, Business Administration and Management, General
St. Louis Community College 2006 — 2008
Business Administration and Management, General
Jeff Gasaway, MBA's Edward Jones Experience August 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Guggenheim Life and Annuity Company January 2008 - August 2012
Crepe Myrtle Creek GC-AIM Constuction-AD Consulting August 1995 - January 2007
Skills
Series 7, Insurance, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Wealth Management, IRAs, Microsoft Excel, 401k, Strategic Planning, Strategy, Series 6, Series 63, Sales, Fixed Annuities, New Business Development, Financial Services, Finance, Portfolio Management, Retirement, Financial Planning
Education
Marylhurst University 2010 — 2011
MBA, Finance
Edward Jones August 2012 - Present
Guggenheim Life and Annuity Company January 2008 - August 2012
Crepe Myrtle Creek GC-AIM Constuction-AD Consulting August 1995 - January 2007
Skills
Series 7, Insurance, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Wealth Management, IRAs, Microsoft Excel, 401k, Strategic Planning, Strategy, Series 6, Series 63, Sales, Fixed Annuities, New Business Development, Financial Services, Finance, Portfolio Management, Retirement, Financial Planning
Education
Marylhurst University 2010 — 2011
MBA, Finance
Ben Arand, CPA Ben Arand, CPA's Edward Jones Experience May 2008 - December 2008
Job Audit Senior at WilliamsKeepers LLC
Industry Accounting
Experience
Williams Keepers LLC June 2013 - Present
Sikich January 2009 - June 2013
Edward Jones May 2008 - December 2008
Edward Jones August 2007 - May 2008
Skills
CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Corporate Tax, Microsoft Office, General Ledger, Auditing, Accounting, Account Reconciliation, Payroll
Education
Webster University 2009 — 2011
Masters, Business Administration
Maryville University of Saint Louis 2004 — 2008
Bachelor's Degree, Accounting, Magna Cum Laude
Williams Keepers LLC June 2013 - Present
Sikich January 2009 - June 2013
Edward Jones May 2008 - December 2008
Edward Jones August 2007 - May 2008
Skills
CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Corporate Tax, Microsoft Office, General Ledger, Auditing, Accounting, Account Reconciliation, Payroll
Education
Webster University 2009 — 2011
Masters, Business Administration
Maryville University of Saint Louis 2004 — 2008
Bachelor's Degree, Accounting, Magna Cum Laude
John Rahal's Edward Jones Experience October 1997 - Present
Job Principal, Financial Advisor Talent Acquisition at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1997 - Present
Education
Northwestern University 2013 — 2015
Master of Business Administration (MBA)
Marshall University 1987 — 1991
BBA, Accounting
Edward Jones October 1997 - Present
Education
Northwestern University 2013 — 2015
Master of Business Administration (MBA)
Marshall University 1987 — 1991
BBA, Accounting
Kimberly Maurer Kimberly Maurer's Edward Jones Experience April 2013 - Present
Job Senior Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones July 2011 - April 2013
Edward Jones January 2011 - July 2011
Edward Jones June 2008 - December 2010
Edward Jones October 2000 - May 2004
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Retirement, Insurance, Securities, Financial Services, Banking, Equities, Financial Analysis, Risk Management, Investment Advisory, Financial Advisory, Asset Allocation, Series 63, Credit, Fixed Income
Education
Maryville University of Saint Louis
Maryville University of Saint Louis
Edward Jones April 2013 - Present
Edward Jones July 2011 - April 2013
Edward Jones January 2011 - July 2011
Edward Jones June 2008 - December 2010
Edward Jones October 2000 - May 2004
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Retirement, Insurance, Securities, Financial Services, Banking, Equities, Financial Analysis, Risk Management, Investment Advisory, Financial Advisory, Asset Allocation, Series 63, Credit, Fixed Income
Education
Maryville University of Saint Louis
Maryville University of Saint Louis
Demi Maniaci Demi Maniaci's Edward Jones Experience April 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Invesco US August 2014 - March 2015
Edward Jones May 2013 - August 2014
St. Louis High Performance Volleyball Club November 2011 - April 2014
Edward Jones May 2012 - May 2013
Skills
Sales, Time Management, Social Media, Microsoft Office, Leadership, Public Speaking
Education
Maryville University of Saint Louis 2015 — 2016
Master of Business Administration (MBA)
Maryville University of Saint Louis 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
St. Francis Borgia Regional HS 2006 — 2010
High School Diploma
Edward Jones April 2015 - Present
Invesco US August 2014 - March 2015
Edward Jones May 2013 - August 2014
St. Louis High Performance Volleyball Club November 2011 - April 2014
Edward Jones May 2012 - May 2013
Skills
Sales, Time Management, Social Media, Microsoft Office, Leadership, Public Speaking
Education
Maryville University of Saint Louis 2015 — 2016
Master of Business Administration (MBA)
Maryville University of Saint Louis 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
St. Francis Borgia Regional HS 2006 — 2010
High School Diploma
Erik Carretero Erik Carretero's Edward Jones Experience January 2012 - March 2012
Job Associate Director of Admissions at Chaminade College Preparatory School
Industry Higher Education
Experience
Chaminade College Preparatory School August 2013 - Present
Maryville University January 2012 - May 2015
Maryville University March 2012 - August 2013
Edward Jones January 2012 - March 2012
Education
Maryville University of Saint Louis 2011 — 2014
Master of Business Administration (M.B.A.)
Maryville University of Saint Louis 2009 — 2011
Bachelor of Science, Marketing & Sport Business Management
St. Louis University High
Chaminade College Preparatory School August 2013 - Present
Maryville University January 2012 - May 2015
Maryville University March 2012 - August 2013
Edward Jones January 2012 - March 2012
Education
Maryville University of Saint Louis 2011 — 2014
Master of Business Administration (M.B.A.)
Maryville University of Saint Louis 2009 — 2011
Bachelor of Science, Marketing & Sport Business Management
St. Louis University High
Kevin Olson's Edward Jones Experience 2003 - 2004
Job Manager, Customer Service and Marketing at PABCO Roofing Products
Industry Building Materials
Experience
PABCO Roofing Products June 2006 - Present
The Home Depot May 2004 - May 2006
Edward Jones 2003 - 2004
Woodfeathers, Inc January 1989 - April 2003
The Southland Corporation 1987 - 1988
United States Marine Corps 1983 - 1987
Skills
Customer Service..., Marketing, Asphalt Shingles, Sales Management, Operations Management, Purchasing, Store Management, Distributors, Shipping, Home Depot, Construction, Roofers, Building Materials, Contract Negotiation, Contractors, Budgets, Customer Service, Pricing, Management, Social Media Marketing, Sales, Project Planning, Selling, P&L, P&L Management, Customer Satisfaction, Outside Sales, Inventory Management, Process Scheduler, Team Leadership, Inventory Control, Profit
Education
Marylhurst University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
National University 1985 — 1987
Bachelor's degree, Business Administration
Gresham High School 1976 — 1980
PABCO Roofing Products June 2006 - Present
The Home Depot May 2004 - May 2006
Edward Jones 2003 - 2004
Woodfeathers, Inc January 1989 - April 2003
The Southland Corporation 1987 - 1988
United States Marine Corps 1983 - 1987
Skills
Customer Service..., Marketing, Asphalt Shingles, Sales Management, Operations Management, Purchasing, Store Management, Distributors, Shipping, Home Depot, Construction, Roofers, Building Materials, Contract Negotiation, Contractors, Budgets, Customer Service, Pricing, Management, Social Media Marketing, Sales, Project Planning, Selling, P&L, P&L Management, Customer Satisfaction, Outside Sales, Inventory Management, Process Scheduler, Team Leadership, Inventory Control, Profit
Education
Marylhurst University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
National University 1985 — 1987
Bachelor's degree, Business Administration
Gresham High School 1976 — 1980
Amy Serbus Amy Serbus's Edward Jones Experience September 2009 - November 2014
Job Project Manager at Retail Technology Group
Industry Business Supplies and Equipment
Experience
Retail Technology Group November 2014 - Present
Edward Jones September 2009 - November 2014
Marriott International January 2008 - November 2009
Skills
Customer Service, Financial Markets, Series 7, Series 66, Series 63, Credit, Uniform Combined State..., Sales, Microsoft Office, Teamwork, Insurance, Process Improvement, Strategic Planning, Training, Team Building, Leadership, Customer Satisfaction, Budgets
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.), Management/Leadership
Maryville University of Saint Louis 2008 — 2010
Bachelor of Business Administration (B.B.A.)
Retail Technology Group November 2014 - Present
Edward Jones September 2009 - November 2014
Marriott International January 2008 - November 2009
Skills
Customer Service, Financial Markets, Series 7, Series 66, Series 63, Credit, Uniform Combined State..., Sales, Microsoft Office, Teamwork, Insurance, Process Improvement, Strategic Planning, Training, Team Building, Leadership, Customer Satisfaction, Budgets
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.), Management/Leadership
Maryville University of Saint Louis 2008 — 2010
Bachelor of Business Administration (B.B.A.)
Alana Becquette, CPA Alana Becquette, CPA's Edward Jones Experience May 2008 - December 2009
Job Accounting Manager at SunEdison
Industry Accounting
Experience
SunEdison April 2015 - Present
SunEdison May 2014 - March 2015
Conner Ash PC January 2011 - May 2014
Pulaski Bank June 2010 - January 2011
Conner Ash PC January 2010 - April 2010
Edward Jones May 2008 - December 2009
Skills
Accounting, QuickBooks, Auditing, Tax, Income Tax, Small Business, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Corporate Tax, Tax Preparation, Financial Accounting, CPA, Account Reconciliation, General Ledger, Financial Reporting
Education
Maryville University of Saint Louis 2009 — 2011
MBA, Accounting
Maryville University of Saint Louis 2005 — 2009
Bachelor's, Accounting
SunEdison April 2015 - Present
SunEdison May 2014 - March 2015
Conner Ash PC January 2011 - May 2014
Pulaski Bank June 2010 - January 2011
Conner Ash PC January 2010 - April 2010
Edward Jones May 2008 - December 2009
Skills
Accounting, QuickBooks, Auditing, Tax, Income Tax, Small Business, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Corporate Tax, Tax Preparation, Financial Accounting, CPA, Account Reconciliation, General Ledger, Financial Reporting
Education
Maryville University of Saint Louis 2009 — 2011
MBA, Accounting
Maryville University of Saint Louis 2005 — 2009
Bachelor's, Accounting
Bryan Shoults Bryan Shoults's Edward Jones Experience August 2003 - Present
Job Senior Network Support at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2003 - Present
Jefferson County Networks February 2000 - August 2004
Skills
Network Administration, TCP/IP, LAN-WAN, Troubleshooting, Routers, Windows 7, Disaster Recovery, IT Management, DNS, DHCP, Computer Hardware, Business Strategy, Business Process, Business Planning, Business Process..., Technical Support, Software Installation, Customer Service, Leadership, Access, Networking, Process Improvement
Education
Webster University 2010 — 2013
Master of Business Administration (M.B.A.), Information Technology Management
Maryville University of Saint Louis 2001 — 2009
Bachelor of Science (BS), Information Systems
Edward Jones August 2003 - Present
Jefferson County Networks February 2000 - August 2004
Skills
Network Administration, TCP/IP, LAN-WAN, Troubleshooting, Routers, Windows 7, Disaster Recovery, IT Management, DNS, DHCP, Computer Hardware, Business Strategy, Business Process, Business Planning, Business Process..., Technical Support, Software Installation, Customer Service, Leadership, Access, Networking, Process Improvement
Education
Webster University 2010 — 2013
Master of Business Administration (M.B.A.), Information Technology Management
Maryville University of Saint Louis 2001 — 2009
Bachelor of Science (BS), Information Systems
Jeff Saeger Jeff Saeger's Edward Jones Experience June 2014 - Present
Job Programmer AnalystQuality Assurance at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones 2012 - June 2014
Edward Jones January 2007 - March 2012
Executive Brokers Insurance Services October 2010 - October 2011
Skills
Dreamweaver, Access, Microsoft Excel, HTML, Web Design, Flash, CSS, FrontPage, Illustrator, Photoshop, JavaScript, Visio, XML, SharePoint, Adobe Fireworks, InDesign, Visual Basic, VBScript, HP QTP, HP Quality Center
Education
Maryville University of Saint Louis 2004 — 2012
BS, Information Systems and Marketing
University of Missouri-Saint Louis 2010 — 2011
Bachelor of Science (B.S.), Web Design Chancellor Certificate
Edward Jones June 2014 - Present
Edward Jones 2012 - June 2014
Edward Jones January 2007 - March 2012
Executive Brokers Insurance Services October 2010 - October 2011
Skills
Dreamweaver, Access, Microsoft Excel, HTML, Web Design, Flash, CSS, FrontPage, Illustrator, Photoshop, JavaScript, Visio, XML, SharePoint, Adobe Fireworks, InDesign, Visual Basic, VBScript, HP QTP, HP Quality Center
Education
Maryville University of Saint Louis 2004 — 2012
BS, Information Systems and Marketing
University of Missouri-Saint Louis 2010 — 2011
Bachelor of Science (B.S.), Web Design Chancellor Certificate
Devin Ploesser's Edward Jones Experience April 2011 - June 2015
Job Financial Advisor at US Bancorp
Industry Financial Services
Experience
US Banccorp June 2015 - Present
Edward Jones April 2011 - June 2015
Skills
Fixed Annuities, Investments, Asset Management, Bonds, ETFs, Estate Planning, Finance, Life Insurance, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement Planning, 401k, Long-term Care
Education
Maryville University of Saint Louis
Bachelor of Science, Finance and Accounting
US Banccorp June 2015 - Present
Edward Jones April 2011 - June 2015
Skills
Fixed Annuities, Investments, Asset Management, Bonds, ETFs, Estate Planning, Finance, Life Insurance, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement Planning, 401k, Long-term Care
Education
Maryville University of Saint Louis
Bachelor of Science, Finance and Accounting
Joelle Myszka Joelle Myszka's Edward Jones Experience November 2001 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones November 2001 - Present
Skills
Strategic Planning, Marketing, Customer Service, Account Management, Sales, Process Improvement, Financial Services, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, Securities, Series 7, Series 63, Project Management, Operations Management, 401k, Financial Analysis, Financial Planning
Education
Maryville University of Saint Louis
MBA, Marketing
Regis University
BS and BA, Business and Communications
Edward Jones November 2001 - Present
Skills
Strategic Planning, Marketing, Customer Service, Account Management, Sales, Process Improvement, Financial Services, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, Securities, Series 7, Series 63, Project Management, Operations Management, 401k, Financial Analysis, Financial Planning
Education
Maryville University of Saint Louis
MBA, Marketing
Regis University
BS and BA, Business and Communications
David Vinyard's Edward Jones Experience May 2006 - August 2008
Job Sales Consultant at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters December 2011 - May 2013
Thomson Reuters June 2009 - November 2011
Edward Jones May 2006 - August 2008
Skills
Financial Markets, Customer Service, Equities, Sales Prospecting, Salesforce.com, Oracle CRM, Microsoft Excel, Training Facilitation, Research, Public Speaking, Strategic Planning, Community Journalism, Positive Coaching, Consolidated Billing, Trading, Direct Sales, Sales, Thomson Reuters Eikon, Buy-side, Microsoft Office, Fixed Income Analysis, Exchange Traded..., Valuation
Education
Maryville University of Saint Louis 2009 — 2012
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.91 Cum. GPA
Maryville University of Saint Louis 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting, Business, 3.9
Rockwood Summit
Thomson Reuters August 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters December 2011 - May 2013
Thomson Reuters June 2009 - November 2011
Edward Jones May 2006 - August 2008
Skills
Financial Markets, Customer Service, Equities, Sales Prospecting, Salesforce.com, Oracle CRM, Microsoft Excel, Training Facilitation, Research, Public Speaking, Strategic Planning, Community Journalism, Positive Coaching, Consolidated Billing, Trading, Direct Sales, Sales, Thomson Reuters Eikon, Buy-side, Microsoft Office, Fixed Income Analysis, Exchange Traded..., Valuation
Education
Maryville University of Saint Louis 2009 — 2012
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.91 Cum. GPA
Maryville University of Saint Louis 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting, Business, 3.9
Rockwood Summit
Courtney Kern Courtney Kern's Edward Jones Experience June 2015 - Present
Job Edward Jones
Industry Logistics and Supply Chain
Experience
Edward Jones June 2015 - Present
C.H. Robinson October 2013 - April 2015
Macys July 2013 - October 2013
GENCO March 2013 - May 2013
Annie’s Hallmark May 2008 - January 2013
Medford Area School District May 2009 - July 2012
UW Oshkosh Office of Residence Life Community Advisor August 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Time Management, Access, Leadership, Inventory Management, Logistics, Team Leadership, Supply Chain
Education
University of Wisconsin-Oshkosh 2009 — 2013
Bachelor of Business Administration (BBA), Supply Chain and Operations Management
University of Wisconsin-Oshkosh 2009 — 2013
Bachelor of Business Administration, Supply Chain
Marquette University 2008 — 2009
Edward Jones June 2015 - Present
C.H. Robinson October 2013 - April 2015
Macys July 2013 - October 2013
GENCO March 2013 - May 2013
Annie’s Hallmark May 2008 - January 2013
Medford Area School District May 2009 - July 2012
UW Oshkosh Office of Residence Life Community Advisor August 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Time Management, Access, Leadership, Inventory Management, Logistics, Team Leadership, Supply Chain
Education
University of Wisconsin-Oshkosh 2009 — 2013
Bachelor of Business Administration (BBA), Supply Chain and Operations Management
University of Wisconsin-Oshkosh 2009 — 2013
Bachelor of Business Administration, Supply Chain
Marquette University 2008 — 2009
David Vinyard's Edward Jones Experience April 2006 - April 2008
Job Senior Credit ControllerThomson Reuters Markets
Industry Accounting
Experience
Thomson Reuters June 2009 - Present
Edward Jones April 2006 - April 2008
Education
Maryville University of Saint Louis 2005 — 2009
Bachelor of Science in Accounting & Bachelor of Science in Management, Accounting, Business, Management
Rockwood Schools
Thomson Reuters June 2009 - Present
Edward Jones April 2006 - April 2008
Education
Maryville University of Saint Louis 2005 — 2009
Bachelor of Science in Accounting & Bachelor of Science in Management, Accounting, Business, Management
Rockwood Schools
Jason Abernathy's Edward Jones Experience 2004 - 2007
Job District Sales Manager | The Cellular Connection, LLC
Industry Telecommunications
Experience
The Cellular Connection, LLC March 2015 - Present
Celluphone August 2007 - March 2015
U.S. Bank February 2007 - August 2007
Edward Jones 2004 - 2007
Verizon Wireless November 2000 - February 2004
Skills
Direct Sales, Sales Operations, Solution Selling, Account Management, Sales Management, Sales Process, Cold Calling, Sales, Salesforce.com, Customer Retention, Selling, B2B, New Business Development, Product Marketing, Telecommunications, Business Development, Channel Partners, Product Management, Wireless, Team Leadership, Sales Presentations
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Business Administration
The Cellular Connection, LLC March 2015 - Present
Celluphone August 2007 - March 2015
U.S. Bank February 2007 - August 2007
Edward Jones 2004 - 2007
Verizon Wireless November 2000 - February 2004
Skills
Direct Sales, Sales Operations, Solution Selling, Account Management, Sales Management, Sales Process, Cold Calling, Sales, Salesforce.com, Customer Retention, Selling, B2B, New Business Development, Product Marketing, Telecommunications, Business Development, Channel Partners, Product Management, Wireless, Team Leadership, Sales Presentations
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Business Administration
Matt McCumbee's Edward Jones Experience June 2008 - November 2010
Job Private Client Banker at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. April 2011 - July 2015
Edward Jones June 2008 - November 2010
Education
Marshall University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management
JPMorgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. April 2011 - July 2015
Edward Jones June 2008 - November 2010
Education
Marshall University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Erin Edwards's Edward Jones Experience August 2012 - December 2012
Job Account Manager at Scorch Agency, MBA Candidate
Industry Marketing and Advertising
Experience
Scorch Agency May 2014 - Present
LMI Aerospace, Inc. May 2013 - December 2013
Edward Jones August 2012 - December 2012
Town & Style April 2012 - August 2012
Barnes & Noble July 2010 - August 2012
Skills
Social Media, Strategic Communications, Editing, Facebook, Social Networking, Public Speaking, Customer Service, Marketing, Event Planning, Microsoft Word, PowerPoint, Nonprofits, Time Management, Social Media Marketing, Press Releases, Blogging, Writing, AP Style, Editorial, Technology, Public Relations, Creative Writing, Prezi, Hootsuite, Retail, Copywriting, Copy Editing, Pinterest, Outlook
Education
Saint Louis University 2014 — 2016
Master of Business Administration (MBA)
Maryville University of Saint Louis
Bachelor of Arts, Strategic Communication
University of Oxford
Organizational Behavior
Incarnate Word Academy 2006 — 2010
High School Diploma
Scorch Agency May 2014 - Present
LMI Aerospace, Inc. May 2013 - December 2013
Edward Jones August 2012 - December 2012
Town & Style April 2012 - August 2012
Barnes & Noble July 2010 - August 2012
Skills
Social Media, Strategic Communications, Editing, Facebook, Social Networking, Public Speaking, Customer Service, Marketing, Event Planning, Microsoft Word, PowerPoint, Nonprofits, Time Management, Social Media Marketing, Press Releases, Blogging, Writing, AP Style, Editorial, Technology, Public Relations, Creative Writing, Prezi, Hootsuite, Retail, Copywriting, Copy Editing, Pinterest, Outlook
Education
Saint Louis University 2014 — 2016
Master of Business Administration (MBA)
Maryville University of Saint Louis
Bachelor of Arts, Strategic Communication
University of Oxford
Organizational Behavior
Incarnate Word Academy 2006 — 2010
High School Diploma
Cynthia Bohme Cynthia Bohme's Edward Jones Experience October 2007 - March 2008
Job Corporate Secretary, Senior VP, CAO
Industry Financial Services
Experience
Benjamin F. Edwards & Co. March 2008 - Present
Edward Jones October 2007 - March 2008
A.G. Edwards 1982 - 1999
Skills
Hold Series 7, Series 65, Series 24, Series 53, Series 27
Education
Maryville University of Saint Louis
MBA, Finance/Accounting
Benjamin F. Edwards & Co. March 2008 - Present
Edward Jones October 2007 - March 2008
A.G. Edwards 1982 - 1999
Skills
Hold Series 7, Series 65, Series 24, Series 53, Series 27
Education
Maryville University of Saint Louis
MBA, Finance/Accounting
Greg Guest Greg Guest's Edward Jones Experience 1999 - 2001
Job Highway Products Account Executive at Sherwin Williams
Industry Construction
Experience
Sherwin Williams May 2003 - Present
A.G. Edwards July 2001 - May 2003
Edward Jones 1999 - 2001
Cummings McGowan & West 1996 - 1999
Skills
Forecasting, Strategic Planning, Sales Management, New Business Development, Sales, Risk Management, Budgets, Business Development, Account Management, Project Management, Team Building, Finance, Contract Negotiation, Marketing Strategy, Purchasing, Product Development, Negotiation, Marketing, Procurement, CRM, Pricing, Training, Leadership, Contract Management, Business Planning, Operations Management
Education
Maryville University of Saint Louis 1980 — 1984
Bachelor of Science, Business and Finance
Parkway South Sr. High School 1976 — 1979
Sherwin Williams May 2003 - Present
A.G. Edwards July 2001 - May 2003
Edward Jones 1999 - 2001
Cummings McGowan & West 1996 - 1999
Skills
Forecasting, Strategic Planning, Sales Management, New Business Development, Sales, Risk Management, Budgets, Business Development, Account Management, Project Management, Team Building, Finance, Contract Negotiation, Marketing Strategy, Purchasing, Product Development, Negotiation, Marketing, Procurement, CRM, Pricing, Training, Leadership, Contract Management, Business Planning, Operations Management
Education
Maryville University of Saint Louis 1980 — 1984
Bachelor of Science, Business and Finance
Parkway South Sr. High School 1976 — 1979
Bethany Nobbe Bethany Nobbe's Edward Jones Experience August 2012 - May 2013
Job Mathematics Teacher at McCluer North High School
Industry
Experience
Ferguson-Florissant School District August 2014 - Present
Maryville University May 2013 - Present
Parkway School District January 2014 - June 2014
Edward Jones August 2012 - May 2013
Maryville University May 2011 - August 2012
Bethesda Health Group April 2007 - August 2012
Skills
Leadership, Teaching, Community Outreach, Customer Satisfaction, Mathematics Education, Project Planning
Education
Maryville University of Saint Louis 2013 — 2014
Master of Arts (MA), Secondary Mathematics Education
Maryville University of Saint Louis 2009 — 2013
Bachelor of Science (BS), Mathematics
Ferguson-Florissant School District August 2014 - Present
Maryville University May 2013 - Present
Parkway School District January 2014 - June 2014
Edward Jones August 2012 - May 2013
Maryville University May 2011 - August 2012
Bethesda Health Group April 2007 - August 2012
Skills
Leadership, Teaching, Community Outreach, Customer Satisfaction, Mathematics Education, Project Planning
Education
Maryville University of Saint Louis 2013 — 2014
Master of Arts (MA), Secondary Mathematics Education
Maryville University of Saint Louis 2009 — 2013
Bachelor of Science (BS), Mathematics
Brett Cammarata Brett Cammarata's Edward Jones Experience April 2013 - Present
Job Programmer analyst Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones December 2012 - May 2013
Regions Financial Corporation June 2012 - December 2012
RadioShack October 2010 - May 2012
Education
Maryville University of Saint Louis 2010 — 2013
Bachelor's degree, Management Information Systems, General
Edward Jones April 2013 - Present
Edward Jones December 2012 - May 2013
Regions Financial Corporation June 2012 - December 2012
RadioShack October 2010 - May 2012
Education
Maryville University of Saint Louis 2010 — 2013
Bachelor's degree, Management Information Systems, General
Andrew Stitzel's Edward Jones Experience December 2012 - May 2013
Job Business and Technology Applications Analyst I at Washington University School of Medicine
Industry Information Technology and Services
Experience
Washington University School of Medicine August 2014 - Present
West County YMCA 2009 - Present
Concordia Plan Services April 2014 - July 2014
Maritz Travel Company October 2013 - March 2014
Edward Jones December 2012 - May 2013
YMCA of Greater St. Louis September 2009 - March 2013
Skills
Microsoft Word, Access, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Customer Service, Visio, Social Media, Research, Event Planning, Facebook, Time Management, HTML, JavaScript, Management, Project Management, Windows, Database Admin, Windows 7, Non-profits, C#, ASP.NET
Education
Maryville University of Saint Louis 2009 — 2013
Bachelor of Science (BS), Management Information Systems, General
Rochester Institute of Technology 2010 — 2011
Washington University School of Medicine August 2014 - Present
West County YMCA 2009 - Present
Concordia Plan Services April 2014 - July 2014
Maritz Travel Company October 2013 - March 2014
Edward Jones December 2012 - May 2013
YMCA of Greater St. Louis September 2009 - March 2013
Skills
Microsoft Word, Access, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Customer Service, Visio, Social Media, Research, Event Planning, Facebook, Time Management, HTML, JavaScript, Management, Project Management, Windows, Database Admin, Windows 7, Non-profits, C#, ASP.NET
Education
Maryville University of Saint Louis 2009 — 2013
Bachelor of Science (BS), Management Information Systems, General
Rochester Institute of Technology 2010 — 2011
Abigail Adams Abigail Adams's Edward Jones Experience March 2012 - Present
Job Facilities Designer at Edward Jones, LEED AP ID + C
Industry Architecture & Planning
Experience
Edward Jones March 2012 - Present
Arcturis May 2011 - February 2012
Cassidy Turley May 2010 - May 2011
Maryville University August 2007 - May 2011
Maryville University June 2007 - May 2011
Spellman Brady & Company August 2010 - January 2011
American Society of Interior Designers 2010 - 2011
MYRA L. KATZ & ASSOCIATES, INC. 2008 - 2008
Skills
Interior Design, Graphic Design, Revit, AutoCAD, Adobe Creative Suite, Environmental Graphics, Artlantis, SketchUp
Education
Saint Louis University 2015 — 2017
Master of Science (M.S.), Sustainability
Maryville University of Saint Louis 2007 — 2011
BFA, Interior Design
Villa Duchesne High School 2003 — 2007
Edward Jones March 2012 - Present
Arcturis May 2011 - February 2012
Cassidy Turley May 2010 - May 2011
Maryville University August 2007 - May 2011
Maryville University June 2007 - May 2011
Spellman Brady & Company August 2010 - January 2011
American Society of Interior Designers 2010 - 2011
MYRA L. KATZ & ASSOCIATES, INC. 2008 - 2008
Skills
Interior Design, Graphic Design, Revit, AutoCAD, Adobe Creative Suite, Environmental Graphics, Artlantis, SketchUp
Education
Saint Louis University 2015 — 2017
Master of Science (M.S.), Sustainability
Maryville University of Saint Louis 2007 — 2011
BFA, Interior Design
Villa Duchesne High School 2003 — 2007
Daniel Shelley Daniel Shelley's Edward Jones Experience March 1998 - March 2005
Job Financial Advisor at Financial Legacy Associates
Industry Financial Services
Experience
Financial Legacy Associates September 1998 - Present
Edward Jones March 1998 - March 2005
Skills
Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Customer Service, Sales, Insurance, New Business Development, Sales Management, Asset Managment, Account Management, Marketing Strategy
Education
Maryville University of Saint Louis 1986 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Financial Legacy Associates September 1998 - Present
Edward Jones March 1998 - March 2005
Skills
Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Customer Service, Sales, Insurance, New Business Development, Sales Management, Asset Managment, Account Management, Marketing Strategy
Education
Maryville University of Saint Louis 1986 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Judy Busse's Edward Jones Experience August 2008 - September 2009
Job Educator at Kumon Learning Center Kirkwood, Mo.
Industry Education Management
Experience
Coldwell Banker Gundaker 2010 - 2013
Edward Jones August 2008 - September 2009
Enterprise Rent-A-Car August 2001 - July 2007
Sverdrup Civil, Inc. September 1993 - August 2001
Interface Systems Inc. 1993 - 1993
HBE Corporation 1992 - 1993
St. Charles County ARC 1991 - 1992
Maryville University 1989 - 1991
Skills
Microsoft Office, Word, Excel, Access, PowerPoint, PeopleSoft, AS400, ClearQuest, Change Management, Test Management, User Acceptance Testing, System Testing, Test Planning, Manual Testing, Test Automation, Peregrine, Accounting, Financial Accounting, Project Implementation, Real Estate, Microsoft Excel, IBM iSeries, Microsoft Word, Business Analysis, SQL
Education
Maryville University of Saint Louis 1990 — 1992
Bachelor of Science, Cum Laude, Accounting
St. Charles County Community College 1988 — 1990
AAS, Accounting
Coldwell Banker Gundaker 2010 - 2013
Edward Jones August 2008 - September 2009
Enterprise Rent-A-Car August 2001 - July 2007
Sverdrup Civil, Inc. September 1993 - August 2001
Interface Systems Inc. 1993 - 1993
HBE Corporation 1992 - 1993
St. Charles County ARC 1991 - 1992
Maryville University 1989 - 1991
Skills
Microsoft Office, Word, Excel, Access, PowerPoint, PeopleSoft, AS400, ClearQuest, Change Management, Test Management, User Acceptance Testing, System Testing, Test Planning, Manual Testing, Test Automation, Peregrine, Accounting, Financial Accounting, Project Implementation, Real Estate, Microsoft Excel, IBM iSeries, Microsoft Word, Business Analysis, SQL
Education
Maryville University of Saint Louis 1990 — 1992
Bachelor of Science, Cum Laude, Accounting
St. Charles County Community College 1988 — 1990
AAS, Accounting
Anne Vitort, MBA, MT-BC Anne Vitort, MBA, MT-BC's Edward Jones Experience 2007 - 2010
Job Music Therapist at Seasons Hospice & Palliative Care
Industry Health, Wellness and Fitness
Experience
Seasons Hospice & Palliative Care July 2014 - Present
upbeat Music Therapy Services LLC February 2011 - Present
Earthtones Music Therapy Services, LLC 2010 - 2010
Edward Jones 2007 - 2010
Kindermusik with Anne January 2000 - May 2007
Skills
Music, Musical Theatre, Piano, Music Therapy, Therapists, Singing, Music Education, Guitar, Songwriting, Public Speaking, Teaching, Treatment, Music Theory, Music Industry, Acoustic Guitar, Percussion, Nonprofits, Pianist, Vocalist, Songs, Supervisory Skills, Guitarist, Adolescents, Event Planning, Mental Health, Wellness, Classical, Musicians, Drums, Studio Recording, Improvisation, Keyboards, Creative Writing, Special Education, Program Management, Blogging, Fundraising, Autism Spectrum..., Workshop Facilitation, Older Adults, business management, Small Business, Dementia, Hospice
Education
Marylhurst University 2008 — 2010
Bachelor, Music Therapy
Southern Illinois University, Carbondale 1982 — 1983
MBA, Marketing, Market Research
Southern Illinois University, Carbondale
BME, Music Education
Seasons Hospice & Palliative Care July 2014 - Present
upbeat Music Therapy Services LLC February 2011 - Present
Earthtones Music Therapy Services, LLC 2010 - 2010
Edward Jones 2007 - 2010
Kindermusik with Anne January 2000 - May 2007
Skills
Music, Musical Theatre, Piano, Music Therapy, Therapists, Singing, Music Education, Guitar, Songwriting, Public Speaking, Teaching, Treatment, Music Theory, Music Industry, Acoustic Guitar, Percussion, Nonprofits, Pianist, Vocalist, Songs, Supervisory Skills, Guitarist, Adolescents, Event Planning, Mental Health, Wellness, Classical, Musicians, Drums, Studio Recording, Improvisation, Keyboards, Creative Writing, Special Education, Program Management, Blogging, Fundraising, Autism Spectrum..., Workshop Facilitation, Older Adults, business management, Small Business, Dementia, Hospice
Education
Marylhurst University 2008 — 2010
Bachelor, Music Therapy
Southern Illinois University, Carbondale 1982 — 1983
MBA, Marketing, Market Research
Southern Illinois University, Carbondale
BME, Music Education
Darrell Tate Darrell Tate's Edward Jones Experience June 2012 - July 2012
Job Founder at Pro Hunt/Professional RB
Industry Sports
Experience
Pro Hunt July 2015 - Present
HFL/AFL 2 March 2015 - September 2015
ADT July 2013 - May 2014
Thinking Ahead Executive Search September 2012 - December 2012
Edward Jones June 2012 - July 2012
Dial America January 2012 - June 2012
Canopy Construction June 2011 - January 2012
Vector Marketing Corporation February 2008 - October 2008
Skills
Management, Recruiting, Training, Sales, Marketing, Account Management, Coaching, Cold Calling, Consulting, Customer Service, Fundraising, Insurance, Leadership, Microsoft Office, Microsoft Word, New Business Development, PowerPoint, Social Networking, Public Speaking, Strategic Planning, Talent Management, Team Leadership, Teamwork, Time Management
Education
Maryville College 2007 — 2011
Bachelor of Arts (B.A.), Business and Organization Management
Maryville College 2007 — 2011
Bachelor of Arts (B.A.), Business and Organization Management
Pro Hunt July 2015 - Present
HFL/AFL 2 March 2015 - September 2015
ADT July 2013 - May 2014
Thinking Ahead Executive Search September 2012 - December 2012
Edward Jones June 2012 - July 2012
Dial America January 2012 - June 2012
Canopy Construction June 2011 - January 2012
Vector Marketing Corporation February 2008 - October 2008
Skills
Management, Recruiting, Training, Sales, Marketing, Account Management, Coaching, Cold Calling, Consulting, Customer Service, Fundraising, Insurance, Leadership, Microsoft Office, Microsoft Word, New Business Development, PowerPoint, Social Networking, Public Speaking, Strategic Planning, Talent Management, Team Leadership, Teamwork, Time Management
Education
Maryville College 2007 — 2011
Bachelor of Arts (B.A.), Business and Organization Management
Maryville College 2007 — 2011
Bachelor of Arts (B.A.), Business and Organization Management
Kimberly Ellis, SPHR, SHRM-SCP Kimberly Ellis, SPHR, SHRM-SCP's Edward Jones Experience 2002 - 2004
Job Vice President, Human Resource Business Partner at Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors February 2008 - Present
National Human Resources Association September 2005 - December 2012
WellPoint March 2004 - January 2008
Edward Jones 2002 - 2004
American Youth Foundation 1991 - 2001
Skills
Human Resource..., Change Management, Employee Relations, Employee Engagement, Mergers, Talent Management, Succession Planning, Performance Management, Talent Acquisition, Organizational..., Human Resources, Leadership Development, SPHR, HR Policies, Career Development, Employment Law, PeopleSoft, Diversity & Inclusion, Executive Pay, Affirmative Action, Leadership, Strategic HR, Onboarding, Management, Employee Benefits, Deferred Compensation, Applicant Tracking..., Coaching, Organizational..., Recruiting, Personnel Management, Workforce Planning, Benefits Administration, HRIS, Organizational Design, Policy, College Recruiting, Executive Coaching, Employee Training, Mergers & Acquisitions, HR Consulting, Human Capital, Management Development, Strategy, Financial Services, Behavioral Interviewing
Education
Washington University in St. Louis 1997 — 2000
Master of Arts, Human Resource Management
Washington University in St. Louis 1997 — 2000
Masters Certificate, Non-Profit Management
Maryville University of Saint Louis 1990 — 1994
Bachelor of Science, Business Management
Wells Fargo Advisors February 2008 - Present
National Human Resources Association September 2005 - December 2012
WellPoint March 2004 - January 2008
Edward Jones 2002 - 2004
American Youth Foundation 1991 - 2001
Skills
Human Resource..., Change Management, Employee Relations, Employee Engagement, Mergers, Talent Management, Succession Planning, Performance Management, Talent Acquisition, Organizational..., Human Resources, Leadership Development, SPHR, HR Policies, Career Development, Employment Law, PeopleSoft, Diversity & Inclusion, Executive Pay, Affirmative Action, Leadership, Strategic HR, Onboarding, Management, Employee Benefits, Deferred Compensation, Applicant Tracking..., Coaching, Organizational..., Recruiting, Personnel Management, Workforce Planning, Benefits Administration, HRIS, Organizational Design, Policy, College Recruiting, Executive Coaching, Employee Training, Mergers & Acquisitions, HR Consulting, Human Capital, Management Development, Strategy, Financial Services, Behavioral Interviewing
Education
Washington University in St. Louis 1997 — 2000
Master of Arts, Human Resource Management
Washington University in St. Louis 1997 — 2000
Masters Certificate, Non-Profit Management
Maryville University of Saint Louis 1990 — 1994
Bachelor of Science, Business Management
Jonda Lowe Jonda Lowe's Edward Jones Experience October 1998 - February 2004
Job Author, President/CEO at JondaKnows, Inc
Industry Financial Services
Experience
JondaKnows, Inc August 2014 - Present
Rasberry Producer Group July 2011 - Present
JW Cole Financial, Inc. June 2010 - May 2011
ING Financial Partners, Inc June 2008 - May 2010
Lowe & Lowe Wealth Management, Inc October 2005 - June 2008
JB Hanauer & Co April 2004 - October 2005
Edward Jones October 1998 - February 2004
Morgan Stanley Smith Barney July 1993 - October 1998
United Bankshares, Inc February 1987 - July 1993
Skills
Portfolio Management, Asset Protection, Insurance Planning, Retirement Planning, Risk Management, Annuities, Fixed Annuities, Financial Planners, Retirement, Life Insurance, Insurance, IRAs, Wealth, Investments, Series 7, Financial Advisory, Estate Planning, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Financial Services, Term Life Insurance, Wealth Management, Securities, Long-term Care, Investment Advisory, Mutual Funds, Bonds, Investment Strategies, Asset Allocation, Financial Risk, Series 63, Fixed Income, Pensions, Financial Planning, Finance, Sales, Strategic Planning
Education
Marshall University 1984 — 1989
Bachelor of Science, Physics
Huntington East High School 1980 — 1984
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
JondaKnows, Inc August 2014 - Present
Rasberry Producer Group July 2011 - Present
JW Cole Financial, Inc. June 2010 - May 2011
ING Financial Partners, Inc June 2008 - May 2010
Lowe & Lowe Wealth Management, Inc October 2005 - June 2008
JB Hanauer & Co April 2004 - October 2005
Edward Jones October 1998 - February 2004
Morgan Stanley Smith Barney July 1993 - October 1998
United Bankshares, Inc February 1987 - July 1993
Skills
Portfolio Management, Asset Protection, Insurance Planning, Retirement Planning, Risk Management, Annuities, Fixed Annuities, Financial Planners, Retirement, Life Insurance, Insurance, IRAs, Wealth, Investments, Series 7, Financial Advisory, Estate Planning, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Financial Services, Term Life Insurance, Wealth Management, Securities, Long-term Care, Investment Advisory, Mutual Funds, Bonds, Investment Strategies, Asset Allocation, Financial Risk, Series 63, Fixed Income, Pensions, Financial Planning, Finance, Sales, Strategic Planning
Education
Marshall University 1984 — 1989
Bachelor of Science, Physics
Huntington East High School 1980 — 1984
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Samantha Gibson Samantha Gibson's Edward Jones Experience April 2014 - July 2014
Job Technical Recruiter at ISSG
Industry Information Technology and Services
Experience
ISSG July 2014 - Present
Edward Jones April 2014 - July 2014
Fusion Technology Solutions, Inc. November 2012 - April 2014
Victoria's Secret June 2011 - August 2012
Edward Jones August 2011 - December 2011
Education
Maryville University of Saint Louis 2010 — 2012
BS, Management and Leadership
St Charles Community College 2008 — 2010
Associate of Arts (AA), General Studies
Francis Howell High School
ISSG July 2014 - Present
Edward Jones April 2014 - July 2014
Fusion Technology Solutions, Inc. November 2012 - April 2014
Victoria's Secret June 2011 - August 2012
Edward Jones August 2011 - December 2011
Education
Maryville University of Saint Louis 2010 — 2012
BS, Management and Leadership
St Charles Community College 2008 — 2010
Associate of Arts (AA), General Studies
Francis Howell High School
Samantha Muncy Samantha Muncy's Edward Jones Experience June 2003 - Present
Job Financial Advisor, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2003 - Present
Education
Mary Baldwin College
Bachelor's degree, Business, Management, Marketing, and Related Support Services/ Political Science
Edward Jones June 2003 - Present
Education
Mary Baldwin College
Bachelor's degree, Business, Management, Marketing, and Related Support Services/ Political Science
Scott Pionek Scott Pionek's Edward Jones Experience January 2013 - September 2013
Job Account Executive | Positional Sales |Strategic Partnerships | Passionate
Industry Education Management
Experience
Lexia Learning November 2013 - Present
Edward Jones January 2013 - September 2013
Espresso Education February 2011 - January 2013
Discovery Communications July 2006 - February 2011
Milwaukee Learning Laboratory and Institute July 2004 - June 2006
Milwaukee Public Schools-- Pulaski High School September 2002 - June 2005
Northwestern Mutual June 1999 - May 2001
Skills
Solution Selling, Building Relationships, Sales, Presenter, Consultation, Sales Presentations, Strategic Planning, Marketing, K-12, Training, Sales Process, Educational Technology, Public Speaking, Negotiation, Marketing Strategy, Strategy, Teaching, Event Planning, Leadership, Strategic Partnerships, Account Management, Management, Salesforce.com
Education
Marquette University 1997 — 2001
Bachelor of Arts, English, Education
Catholic Memorial High School 1993 — 1997
Lexia Learning November 2013 - Present
Edward Jones January 2013 - September 2013
Espresso Education February 2011 - January 2013
Discovery Communications July 2006 - February 2011
Milwaukee Learning Laboratory and Institute July 2004 - June 2006
Milwaukee Public Schools-- Pulaski High School September 2002 - June 2005
Northwestern Mutual June 1999 - May 2001
Skills
Solution Selling, Building Relationships, Sales, Presenter, Consultation, Sales Presentations, Strategic Planning, Marketing, K-12, Training, Sales Process, Educational Technology, Public Speaking, Negotiation, Marketing Strategy, Strategy, Teaching, Event Planning, Leadership, Strategic Partnerships, Account Management, Management, Salesforce.com
Education
Marquette University 1997 — 2001
Bachelor of Arts, English, Education
Catholic Memorial High School 1993 — 1997
Jenna Good Jenna Good's Edward Jones Experience May 2015 - Present
Job Intern at Edward Jones
Industry Higher Education
Experience
Edward Jones May 2015 - Present
Sperry Top-Sider August 2013 - July 2015
Skills
Social Media, Public Speaking, Research, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Time Management, Leadership, Editing, Microsoft Word, Social Networking, Higher Education, PowerPoint, Facebook, Teaching
Education
Maryville University of Saint Louis 2011 — 2016
Bachelor's Degree, Financial Services, Junior
Edward Jones May 2015 - Present
Sperry Top-Sider August 2013 - July 2015
Skills
Social Media, Public Speaking, Research, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Time Management, Leadership, Editing, Microsoft Word, Social Networking, Higher Education, PowerPoint, Facebook, Teaching
Education
Maryville University of Saint Louis 2011 — 2016
Bachelor's Degree, Financial Services, Junior
Brittany Logan Brittany Logan's Edward Jones Experience August 2011 - December 2011
Job Healthcare Department Coordinator at Mueller Prost
Industry Marketing and Advertising
Experience
Mueller Prost October 2014 - Present
Macy's September 2014 - February 2015
Mueller Prost PC March 2013 - October 2014
Macy's March 2014 - September 2014
Macy's November 2013 - February 2014
Granite City Food & Brewery July 2012 - March 2013
Edward Jones August 2011 - December 2011
Maryville University May 2010 - October 2010
Maryville University August 2009 - May 2010
Skills
Social Networking, Marketing, Social Media, Microsoft Word, Customer Service, Outlook, Accounting, Data Entry, Food & Beverage, Microsoft Office, Microsoft Excel, Fashion, Facebook, Pinterest, Advertising, PowerPoint, Practice Engine Software, XCM Software, iChannel Software, Twitter, Adobe Creative Suite, Instagram, Healthcare, Cost Reporting
Education
Maryville University of Saint Louis 2008 — 2012
Bachelor of Science (BS), Marketing
Maryville University of Saint Louis 2011 — 2011
Study Abroad Program - London, England, Business / Marketing
Monett High School 2004 — 2008
Mueller Prost October 2014 - Present
Macy's September 2014 - February 2015
Mueller Prost PC March 2013 - October 2014
Macy's March 2014 - September 2014
Macy's November 2013 - February 2014
Granite City Food & Brewery July 2012 - March 2013
Edward Jones August 2011 - December 2011
Maryville University May 2010 - October 2010
Maryville University August 2009 - May 2010
Skills
Social Networking, Marketing, Social Media, Microsoft Word, Customer Service, Outlook, Accounting, Data Entry, Food & Beverage, Microsoft Office, Microsoft Excel, Fashion, Facebook, Pinterest, Advertising, PowerPoint, Practice Engine Software, XCM Software, iChannel Software, Twitter, Adobe Creative Suite, Instagram, Healthcare, Cost Reporting
Education
Maryville University of Saint Louis 2008 — 2012
Bachelor of Science (BS), Marketing
Maryville University of Saint Louis 2011 — 2011
Study Abroad Program - London, England, Business / Marketing
Monett High School 2004 — 2008
Caitlin Vazquez's Edward Jones Experience January 2011 - May 2013
Job Opening the doors to new opportunities!
Industry Staffing and Recruiting
Experience
Stockell Consulting June 2015 - Present
ISSG February 2015 - May 2015
Fusion Technology Solutions, Inc. April 2014 - February 2015
Talentporte, Inc. 2013 - April 2014
The Berry Company May 2013 - December 2013
Edward Jones January 2011 - May 2013
ABACUS RECRUITING August 2009 - March 2013
Dave Mungenast Lexus August 2010 - December 2010
St. Louis Motorsports March 2008 - May 2010
Skills
Recruiting, Customer Service, Microsoft Office, Sourcing, PowerPoint, Analysis, Social Media, Inventory Management, Microsoft Excel, Internet Recruiting, Microsoft Word, Technical Recruiting, Public Relations, Social Networking, Facebook, Advertising, SEO, Account Management, Teamwork, Retail, Data Entry, Communication, IT Recruitment, Interview Preparation, Employee Benefits, Phone Etiquette, Lotus Notes, Monster, Contract Recruitment, LinkedIn, Interviewing Skills, ADP, Career Opportunities, Interview Skills, Full-life Cycle..., Social Recruiting, Project Management, SDLC, Applicant Tracking...
Education
Maryville University of Saint Louis 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Francis Howell High School
Stockell Consulting June 2015 - Present
ISSG February 2015 - May 2015
Fusion Technology Solutions, Inc. April 2014 - February 2015
Talentporte, Inc. 2013 - April 2014
The Berry Company May 2013 - December 2013
Edward Jones January 2011 - May 2013
ABACUS RECRUITING August 2009 - March 2013
Dave Mungenast Lexus August 2010 - December 2010
St. Louis Motorsports March 2008 - May 2010
Skills
Recruiting, Customer Service, Microsoft Office, Sourcing, PowerPoint, Analysis, Social Media, Inventory Management, Microsoft Excel, Internet Recruiting, Microsoft Word, Technical Recruiting, Public Relations, Social Networking, Facebook, Advertising, SEO, Account Management, Teamwork, Retail, Data Entry, Communication, IT Recruitment, Interview Preparation, Employee Benefits, Phone Etiquette, Lotus Notes, Monster, Contract Recruitment, LinkedIn, Interviewing Skills, ADP, Career Opportunities, Interview Skills, Full-life Cycle..., Social Recruiting, Project Management, SDLC, Applicant Tracking...
Education
Maryville University of Saint Louis 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Francis Howell High School
Karley Rouse's Edward Jones Experience June 2014 - May 2015
Job Fixed Income Capital Markets Business Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Edward Jones June 2014 - May 2015
The Snuggery May 2011 - June 2014
American Hotel Register Company June 2013 - August 2013
Firewood Restaurant and Sports Lounge March 2009 - August 2010
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Social Media, Public Speaking, Spanish, Fundraising, Data Entry, Time Management, PowerPoint, Access, Social Networking, Analysis, Event Planning, Leadership, Facebook
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing Majors, Spanish Minor
Johnsburg High School 2006 — 2010
High School Diploma
Robert W. Baird & Co. September 2015 - Present
Edward Jones June 2014 - May 2015
The Snuggery May 2011 - June 2014
American Hotel Register Company June 2013 - August 2013
Firewood Restaurant and Sports Lounge March 2009 - August 2010
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Social Media, Public Speaking, Spanish, Fundraising, Data Entry, Time Management, PowerPoint, Access, Social Networking, Analysis, Event Planning, Leadership, Facebook
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing Majors, Spanish Minor
Johnsburg High School 2006 — 2010
High School Diploma
Tracy Redman, CPCU, CRM, CIC Tracy Redman, CPCU, CRM, CIC's Edward Jones Experience April 1999 - October 1999
Job Underwriting Manager at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance February 2015 - Present
QBE North America March 2014 - December 2014
QBE North America February 2013 - March 2014
QBE North America October 2000 - February 2013
QBE Insurance November 1999 - October 2000
Edward Jones April 1999 - October 1999
Wausau Insurance October 1996 - April 1999
Wausau Insurance June 1991 - October 1996
Skills
Commercial Lines, Property & Casualty..., Casualty, Commercial Insurance, Liability, Underwriting, General Insurance, Legal Liability, Umbrella Insurance, Inland Marine, Reinsurance, CPCU, Claims Management, Workers Compensation, Professional Liability, Excess, Casualty Insurance
Education
Marquette University
MBA
University of Wisconsin-Oshkosh
BBA, Finance
Arrowhead High School
Sentry Insurance February 2015 - Present
QBE North America March 2014 - December 2014
QBE North America February 2013 - March 2014
QBE North America October 2000 - February 2013
QBE Insurance November 1999 - October 2000
Edward Jones April 1999 - October 1999
Wausau Insurance October 1996 - April 1999
Wausau Insurance June 1991 - October 1996
Skills
Commercial Lines, Property & Casualty..., Casualty, Commercial Insurance, Liability, Underwriting, General Insurance, Legal Liability, Umbrella Insurance, Inland Marine, Reinsurance, CPCU, Claims Management, Workers Compensation, Professional Liability, Excess, Casualty Insurance
Education
Marquette University
MBA
University of Wisconsin-Oshkosh
BBA, Finance
Arrowhead High School
Jenni Chafin Jenni Chafin's Edward Jones Experience April 2006 - January 2010
Job Financial Analyst at Sense Corp
Industry Management Consulting
Experience
Sense Corp February 2011 - Present
Edward Jones April 2006 - January 2010
Skills
Finance, Benefits, Employee Benefits, Process Improvement, Business Analysis, Access, Benefits Administration, Risk Management, Consulting, Data Analysis, Business Process..., Analytics, Financial Modeling, Business Process, Financial Analysis, Business Intelligence, Management Consulting, Analysis
Education
Maryville University of Saint Louis 1994 — 1998
BS, Actuarial Science
Sense Corp February 2011 - Present
Edward Jones April 2006 - January 2010
Skills
Finance, Benefits, Employee Benefits, Process Improvement, Business Analysis, Access, Benefits Administration, Risk Management, Consulting, Data Analysis, Business Process..., Analytics, Financial Modeling, Business Process, Financial Analysis, Business Intelligence, Management Consulting, Analysis
Education
Maryville University of Saint Louis 1994 — 1998
BS, Actuarial Science
JAMES UTTERBACK JAMES UTTERBACK's Edward Jones Experience March 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2001 - Present
Education
Marshall University 1977 — 1981
Bachelor’s Degree, BUSINESS ADMINISTRATION/FINANCE, CUM LADE
Edward Jones March 2001 - Present
Education
Marshall University 1977 — 1981
Bachelor’s Degree, BUSINESS ADMINISTRATION/FINANCE, CUM LADE
Steve Loudermilk Steve Loudermilk's Edward Jones Experience November 2012 - October 2013
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - Present
Edward Jones November 2012 - October 2013
Cintas June 2012 - November 2012
Cintas June 2010 - June 2012
AT&T Mobility July 2008 - January 2010
Skills
Sales Process, Direct Sales, Sales, Team Building, Retail, Microsoft Office, Training, Cold Calling, Sales Presentations, Account Management, CRM, Leadership, Contract Negotiation, Customer Service, Time Management, Facilities Management, Customer Retention, Management, Process Improvement, Contract Management, Strategic Planning, Project Management, Supervisory Skills, Service Management, Change Management, Analysis, Business Planning, Business Process..., Microsoft Excel, Green Belt, Series 7, Purchasing, Logistics, Finance, Sales Rep Training, Sales Management, Microsoft Word, PowerPoint, New Business Development, Key Account Management, Selling, Solution Selling, Marketing Strategy, Leadership Development, Employee Training, Human Resources, Marketing, Customer Satisfaction
Education
Marshall University
Bachelor of Science, Mathematics
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - Present
Edward Jones November 2012 - October 2013
Cintas June 2012 - November 2012
Cintas June 2010 - June 2012
AT&T Mobility July 2008 - January 2010
Skills
Sales Process, Direct Sales, Sales, Team Building, Retail, Microsoft Office, Training, Cold Calling, Sales Presentations, Account Management, CRM, Leadership, Contract Negotiation, Customer Service, Time Management, Facilities Management, Customer Retention, Management, Process Improvement, Contract Management, Strategic Planning, Project Management, Supervisory Skills, Service Management, Change Management, Analysis, Business Planning, Business Process..., Microsoft Excel, Green Belt, Series 7, Purchasing, Logistics, Finance, Sales Rep Training, Sales Management, Microsoft Word, PowerPoint, New Business Development, Key Account Management, Selling, Solution Selling, Marketing Strategy, Leadership Development, Employee Training, Human Resources, Marketing, Customer Satisfaction
Education
Marshall University
Bachelor of Science, Mathematics
Kyla Jungclaus Kyla Jungclaus's Edward Jones Experience January 2010 - September 2010
Job Accountant at Dometic Corporation
Industry Accounting
Experience
Dometic Corporation August 2012 - Present
Apel International May 2011 - August 2012
Edward Jones January 2010 - September 2010
Skills
AS400 system, Sage FAS, Microsoft Excel, Microsoft Word, Vertex, QuickBooks
Education
Marshall University 2005 — 2009
BBA, Accounting and Finance
Dometic Corporation August 2012 - Present
Apel International May 2011 - August 2012
Edward Jones January 2010 - September 2010
Skills
AS400 system, Sage FAS, Microsoft Excel, Microsoft Word, Vertex, QuickBooks
Education
Marshall University 2005 — 2009
BBA, Accounting and Finance
Brian Schuessler Brian Schuessler's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
St. Paul Lutheran Church August 2008 - March 2013
Skills
Retirement Account..., Common Stocks, Annuities, 401(k)s, 403(b)s, 457(b)s, Defined Benefit, Profit Sharing, SEP IRAs, SIMPLE IRAs, Education Savings, 529 Plans, Stock Unit Investment..., Estate and Trust..., Exchange-Traded Funds, Financial Calculators, Bonds, Certificates of Deposit, Roth IRA, Traditional IRA, Long-term Care, Insurance, Mutual Funds, Online Account Access, Term Life Insurance, Permanent Life Insurance, Systematic Investing, Research
Education
Wisconsin Lutheran Seminary 2004 — 2008
Master of Divinity (M.Div.)
Martin Luther College 2000 — 2004
Bachelor of Arts (B.A.)
Edward Jones April 2013 - Present
St. Paul Lutheran Church August 2008 - March 2013
Skills
Retirement Account..., Common Stocks, Annuities, 401(k)s, 403(b)s, 457(b)s, Defined Benefit, Profit Sharing, SEP IRAs, SIMPLE IRAs, Education Savings, 529 Plans, Stock Unit Investment..., Estate and Trust..., Exchange-Traded Funds, Financial Calculators, Bonds, Certificates of Deposit, Roth IRA, Traditional IRA, Long-term Care, Insurance, Mutual Funds, Online Account Access, Term Life Insurance, Permanent Life Insurance, Systematic Investing, Research
Education
Wisconsin Lutheran Seminary 2004 — 2008
Master of Divinity (M.Div.)
Martin Luther College 2000 — 2004
Bachelor of Arts (B.A.)
Corey B. Culp-Ramsey Corey B. Culp-Ramsey's Edward Jones Experience 2001 - 2003
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners January 2015 - Present
TIAA-CREF April 2014 - October 2014
MassMutual Financial Group March 2013 - April 2014
The Hartford September 2011 - March 2013
Lincoln Financial Group April 2006 - September 2011
RBC Wealth Management 2003 - 2006
Edward Jones 2001 - 2003
Skills
Investments, Life Insurance, Series 63, Series 7, Retirement Planning, Mutual Funds, Long Term Care Insurance, Fixed Annuities, Underwriting, Retirement, Series 6, Strategic Financial..., Estate Planning, Insurance, Disability Insurance, 401k, Financial Planners, Securities
Education
Marshall University 1996 — 2001
Bachelors of Business Administration, Marketing & Economics
Saybrus Partners January 2015 - Present
TIAA-CREF April 2014 - October 2014
MassMutual Financial Group March 2013 - April 2014
The Hartford September 2011 - March 2013
Lincoln Financial Group April 2006 - September 2011
RBC Wealth Management 2003 - 2006
Edward Jones 2001 - 2003
Skills
Investments, Life Insurance, Series 63, Series 7, Retirement Planning, Mutual Funds, Long Term Care Insurance, Fixed Annuities, Underwriting, Retirement, Series 6, Strategic Financial..., Estate Planning, Insurance, Disability Insurance, 401k, Financial Planners, Securities
Education
Marshall University 1996 — 2001
Bachelors of Business Administration, Marketing & Economics
James Belcher James Belcher's Edward Jones Experience November 2013 - Present
Job Sr. System Administrator at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones November 2013 - Present
Edward Jones December 2010 - Present
Edward Jones May 2006 - December 2010
Skills
Troubleshooting, Active Directory, Network Administration, System Administration, Operating Systems, Virtualization, Information Security..., Information Systems, Information Technology, Software Development, IT Infrastructure..., Networking, Network Security, Databases, Data Center, Disaster Recovery, Windows, Windows Server, Virtual Desktop..., Testing, Unix, Security, Servers, Microsoft Exchange, Hardware, VMware, DNS, TCP/IP, Solaris
Education
Maryville University of Saint Louis 2000 — 2004
Bachelor of Science, Computer Science
New Horizons
Edward Jones November 2013 - Present
Edward Jones December 2010 - Present
Edward Jones May 2006 - December 2010
Skills
Troubleshooting, Active Directory, Network Administration, System Administration, Operating Systems, Virtualization, Information Security..., Information Systems, Information Technology, Software Development, IT Infrastructure..., Networking, Network Security, Databases, Data Center, Disaster Recovery, Windows, Windows Server, Virtual Desktop..., Testing, Unix, Security, Servers, Microsoft Exchange, Hardware, VMware, DNS, TCP/IP, Solaris
Education
Maryville University of Saint Louis 2000 — 2004
Bachelor of Science, Computer Science
New Horizons
Caleb Gibson Caleb Gibson's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Dick's Sporting Goods 2007 - 2010
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Investments, Customer Service, Investment Advisory, Politics, Insurance, Life Insurance
Education
The George Washington University 2008 — 2009
MPS, Political Management
Marshall University 2002 — 2006
BA, Political Science
Edward Jones February 2010 - Present
Dick's Sporting Goods 2007 - 2010
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Investments, Customer Service, Investment Advisory, Politics, Insurance, Life Insurance
Education
The George Washington University 2008 — 2009
MPS, Political Management
Marshall University 2002 — 2006
BA, Political Science
Jonathan Overstreet's Edward Jones Experience August 2010 - November 2010
Job Accountant at Bunge North America
Industry Automotive
Experience
Bunge February 2014 - Present
Kiefer Bonfanti & Co. LLP January 2013 - August 2013
Overstreet House of Cars January 2011 - January 2013
Edward Jones August 2010 - November 2010
Waterway Gas and Wash Company February 2008 - February 2010
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Microsoft Word, Marketing, Facebook, Adobe Creative Suite, Social Media Marketing, Outlook, Sales, Wordpress, Teamwork, Access, Inventory Management, Process Scheduler, Training, Event Management
Education
Maryville University of Saint Louis 2008 — 2012
Bachelor of Science (B.S.), Accounting
Bunge February 2014 - Present
Kiefer Bonfanti & Co. LLP January 2013 - August 2013
Overstreet House of Cars January 2011 - January 2013
Edward Jones August 2010 - November 2010
Waterway Gas and Wash Company February 2008 - February 2010
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Microsoft Word, Marketing, Facebook, Adobe Creative Suite, Social Media Marketing, Outlook, Sales, Wordpress, Teamwork, Access, Inventory Management, Process Scheduler, Training, Event Management
Education
Maryville University of Saint Louis 2008 — 2012
Bachelor of Science (B.S.), Accounting
Gary Coovert Gary Coovert's Edward Jones Experience August 2012 - December 2013
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
State Farm March 2014 - June 2014
Edward Jones August 2012 - December 2013
Southern Ohio Medical Center December 2005 - May 2012
Our Lady of Bellefonte Hospital October 1993 - September 2004
Skills
Fitness, Wellness, Leadership, Customer Service, Healthcare, Strategic Planning, Insurance, Personal Finance, Small Business, Long-term Care, Cpr Certified, Team Building, Hospitals, Coaching, Public Speaking, Healthcare Management, Financial Analysis, Fixed Annuities, Leadership Development, Retirement Planning, Series 7, Life Insurance, Investment Advisory, Mutual Funds, Strategic Financial..., Project Management, Health Promotion, Investments, College Savings Plans, 401k Rollovers, Long Distance Running
Education
Marshall University 1993 — 1998
M.S., Exercise Science
Marshall University 1988 — 1993
B.S., Adult Fitness
JPMorgan Chase June 2014 - Present
State Farm March 2014 - June 2014
Edward Jones August 2012 - December 2013
Southern Ohio Medical Center December 2005 - May 2012
Our Lady of Bellefonte Hospital October 1993 - September 2004
Skills
Fitness, Wellness, Leadership, Customer Service, Healthcare, Strategic Planning, Insurance, Personal Finance, Small Business, Long-term Care, Cpr Certified, Team Building, Hospitals, Coaching, Public Speaking, Healthcare Management, Financial Analysis, Fixed Annuities, Leadership Development, Retirement Planning, Series 7, Life Insurance, Investment Advisory, Mutual Funds, Strategic Financial..., Project Management, Health Promotion, Investments, College Savings Plans, 401k Rollovers, Long Distance Running
Education
Marshall University 1993 — 1998
M.S., Exercise Science
Marshall University 1988 — 1993
B.S., Adult Fitness
Barry Urech Barry Urech's Edward Jones Experience 2000 - 2007
Job Vice President of Information Technology
Industry Computer Software
Experience
Easter Seals Midwest 2008 - Present
Daugherty Business Solutions February 2007 - February 2008
Edward Jones 2000 - 2007
Skills
Team Leadership, Change Management, Process Improvement, Program Management, Dimensional Modeling, Nonprofits, SDLC, Strategic Planning, Budgets, Training, Community Outreach, Leadership, Organizational..., Project Planning
Education
University of Missouri-Columbia 1996 — 2000
BS, Personal Finance
Maryville University of Saint Louis 2000 — 2000
BS, MIS
Easter Seals Midwest 2008 - Present
Daugherty Business Solutions February 2007 - February 2008
Edward Jones 2000 - 2007
Skills
Team Leadership, Change Management, Process Improvement, Program Management, Dimensional Modeling, Nonprofits, SDLC, Strategic Planning, Budgets, Training, Community Outreach, Leadership, Organizational..., Project Planning
Education
University of Missouri-Columbia 1996 — 2000
BS, Personal Finance
Maryville University of Saint Louis 2000 — 2000
BS, MIS
Glenn Hendry PMP's Edward Jones Experience February 1996 - January 2006
Job Sr. Lead Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF January 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - January 2010
Wachovia Bank July 2008 - January 2010
A.G. Edwards & Sons, Inc. January 2006 - July 2008
Edward Jones February 1996 - January 2006
Andersen Consulting June 1992 - February 1996
Skills
Management, Business Process..., Business Analysis, HRIS, Vendor Management, SDLC, Human Resources, PeopleSoft, Program Management, Business Process, Strategic Planning, Leadership, IT Strategy, Analytics, Requirements Analysis
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marquette University 1984 — 1988
Bachelor of Arts (B.A.)
TIAA-CREF October 2013 - Present
TIAA-CREF January 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - January 2010
Wachovia Bank July 2008 - January 2010
A.G. Edwards & Sons, Inc. January 2006 - July 2008
Edward Jones February 1996 - January 2006
Andersen Consulting June 1992 - February 1996
Skills
Management, Business Process..., Business Analysis, HRIS, Vendor Management, SDLC, Human Resources, PeopleSoft, Program Management, Business Process, Strategic Planning, Leadership, IT Strategy, Analytics, Requirements Analysis
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marquette University 1984 — 1988
Bachelor of Arts (B.A.)
Aaron Wyatt's Edward Jones Experience November 1998 - Present
Job Compliace at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1998 - Present
Skills
Customer Service, Employee Stock Options, FINRA, Pensions, REIT, Securities, Separately Managed..., Series 63, Series 7
Education
Maryville University of Saint Louis 1991 — 1995
Edward Jones November 1998 - Present
Skills
Customer Service, Employee Stock Options, FINRA, Pensions, REIT, Securities, Separately Managed..., Series 63, Series 7
Education
Maryville University of Saint Louis 1991 — 1995
Peter Brush's Edward Jones Experience July 2009 - Present
Job Financial Advisor Edward Jones Investments
Industry Investment Management
Experience
Edward Jones July 2009 - Present
Bear Stearns September 1995 - June 2008
Skills
Investments, Series 7, Financial Markets, Bonds, Investment Strategies, Finance, Alternative Investments, Securities, Portfolio Management, Hedge Funds, Retirement, Asset Management, Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Asset Managment, Mutual Funds
Education
Marquette University 1978 — 1981
BA, Speech
Ohio University 1977 — 1978
Speech Communication and Rhetoric
Edward Jones July 2009 - Present
Bear Stearns September 1995 - June 2008
Skills
Investments, Series 7, Financial Markets, Bonds, Investment Strategies, Finance, Alternative Investments, Securities, Portfolio Management, Hedge Funds, Retirement, Asset Management, Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Asset Managment, Mutual Funds
Education
Marquette University 1978 — 1981
BA, Speech
Ohio University 1977 — 1978
Speech Communication and Rhetoric
Melanie Orso's Edward Jones Experience June 2002 - June 2005
Job Senior Order Management Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2010 - Present
RBC Capital Markets July 2005 - August 2010
Edward Jones June 2002 - June 2005
First Bank September 2001 - June 2002
Starbucks Coffee Company April 1993 - August 2000
Skills
Customer Satisfaction, Financial Services, Project Management, Training, Troubleshooting, Leadership, Business Analysis, Coaching, Business Process, CRM, Access, Employee Training, Customer Service, Databases, Time Management, Management, Series 7, New Business Development, Research
Education
Marylhurst University 1994 — 1999
Interior Design
University of Northern Colorado 1990 — 1992
Art Education
Thomson Reuters November 2010 - Present
RBC Capital Markets July 2005 - August 2010
Edward Jones June 2002 - June 2005
First Bank September 2001 - June 2002
Starbucks Coffee Company April 1993 - August 2000
Skills
Customer Satisfaction, Financial Services, Project Management, Training, Troubleshooting, Leadership, Business Analysis, Coaching, Business Process, CRM, Access, Employee Training, Customer Service, Databases, Time Management, Management, Series 7, New Business Development, Research
Education
Marylhurst University 1994 — 1999
Interior Design
University of Northern Colorado 1990 — 1992
Art Education
Tim Percefull's Edward Jones Experience 2002 - 2004
Job Senior Operations Manager at Gulf States Toyota
Industry Retail
Experience
Gulf States Toyota 2014 - Present
Gulf States Toyota 2013 - 2014
Academy Sports + Outdoors 2012 - 2013
Academy Sports + Outdoors 2006 - 2013
Wal-Mart 2004 - 2006
Edward Jones 2002 - 2004
Target Corporation 1986 - 2002
Skills
Logistics, Warehouse Management, Business Analysis, Transportation, Warehousing Operations, Operations Management, Management, Team Building, Inventory Management, Warehousing, Retail, E-commerce, Project Management, Leadership, IT Management, Budgets, Vendor Management, Inventory Control, Microsoft Excel, ERP, SDLC, Strategy, Process Improvement, Integration, Analysis, Training, Start-ups
Education
MBA - Marquette University
Masters, International Business
University of Central Arkansas
BS, Psychology, Minor Business Mgmt.
Gulf States Toyota 2014 - Present
Gulf States Toyota 2013 - 2014
Academy Sports + Outdoors 2012 - 2013
Academy Sports + Outdoors 2006 - 2013
Wal-Mart 2004 - 2006
Edward Jones 2002 - 2004
Target Corporation 1986 - 2002
Skills
Logistics, Warehouse Management, Business Analysis, Transportation, Warehousing Operations, Operations Management, Management, Team Building, Inventory Management, Warehousing, Retail, E-commerce, Project Management, Leadership, IT Management, Budgets, Vendor Management, Inventory Control, Microsoft Excel, ERP, SDLC, Strategy, Process Improvement, Integration, Analysis, Training, Start-ups
Education
MBA - Marquette University
Masters, International Business
University of Central Arkansas
BS, Psychology, Minor Business Mgmt.
Joe Byerly's Edward Jones Experience March 2003 - May 2006
Job Telecom Supervisor Enterprise Holdings
Industry Transportation/Trucking/Railroad
Experience
Enterprise Holdings September 2015 - Present
Anthem, Inc. July 2014 - August 2015
BJC HealthCare May 2013 - July 2014
Bank of America April 2008 - May 2013
Bank of America May 2006 - April 2008
Edward Jones March 2003 - May 2006
American Water May 2001 - March 2003
Accenture May 2000 - May 2001
Citicorp Mortgage November 1997 - May 2000
Citi Group November 1989 - May 2000
Skills
Contact Centers, Call Center, Telecommunications, Disaster Recovery, Vendor Management, Business Analysis, Visio, Change Management, Troubleshooting, Data Center, VoIP, Process Improvement, Project Management, Microsoft Excel, PowerPoint, Data Analysis, Business Process, CRM, Operations Management, Networking, Service Delivery, Integration, Customer Satisfaction, Leadership, Call Centers, Avaya, Telephony, Unified Communications
Education
Maryville University of Saint Louis 1989 — 1992
Bachelors, Business, Management, Marketing, and Related Support Services
Enterprise Holdings September 2015 - Present
Anthem, Inc. July 2014 - August 2015
BJC HealthCare May 2013 - July 2014
Bank of America April 2008 - May 2013
Bank of America May 2006 - April 2008
Edward Jones March 2003 - May 2006
American Water May 2001 - March 2003
Accenture May 2000 - May 2001
Citicorp Mortgage November 1997 - May 2000
Citi Group November 1989 - May 2000
Skills
Contact Centers, Call Center, Telecommunications, Disaster Recovery, Vendor Management, Business Analysis, Visio, Change Management, Troubleshooting, Data Center, VoIP, Process Improvement, Project Management, Microsoft Excel, PowerPoint, Data Analysis, Business Process, CRM, Operations Management, Networking, Service Delivery, Integration, Customer Satisfaction, Leadership, Call Centers, Avaya, Telephony, Unified Communications
Education
Maryville University of Saint Louis 1989 — 1992
Bachelors, Business, Management, Marketing, and Related Support Services
Cheryl Thoms's Edward Jones Experience 1993 - 2002
Job Director of Human Resources at Ansira
Industry Marketing and Advertising
Experience
Ansira August 2004 - Present
Ansira August 2004 - Present
Fleishman-Hillard International Communications 2002 - 2004
Fleishman-Hillard 2002 - 2004
Edward Jones 1993 - 2002
Skills
Social Media, Strategic Planning, Recruiting, Social Media Marketing, Marketing, Advertising, Project Management, Employee Relations, Account Management, Public Relations, Marketing Strategy, Training, Online Advertising, Social Networking, Human Resources, CRM, Retail, Integrated Marketing, Leadership
Education
Maryville University of Saint Louis 1994 — 1998
Bachelor of Arts (BA), Psychology with Minor in Business Management
Vincennes University
Associate's degree, Legal Studies, General
Ansira August 2004 - Present
Ansira August 2004 - Present
Fleishman-Hillard International Communications 2002 - 2004
Fleishman-Hillard 2002 - 2004
Edward Jones 1993 - 2002
Skills
Social Media, Strategic Planning, Recruiting, Social Media Marketing, Marketing, Advertising, Project Management, Employee Relations, Account Management, Public Relations, Marketing Strategy, Training, Online Advertising, Social Networking, Human Resources, CRM, Retail, Integrated Marketing, Leadership
Education
Maryville University of Saint Louis 1994 — 1998
Bachelor of Arts (BA), Psychology with Minor in Business Management
Vincennes University
Associate's degree, Legal Studies, General
Merrell, Laura's Edward Jones Experience January 2001 - Present
Job Sr. Travel Specialist at Edward Jones
Industry Events Services
Experience
Edward Jones January 2001 - Present
Education
Marquette University 1988 — 1992
Edward Jones January 2001 - Present
Education
Marquette University 1988 — 1992
Stephanie Peplin's Edward Jones Experience June 1999 - May 2000
Job Lead Business Consultant at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life January 2002 - Present
Robert W. Baird & Co. May 2000 - December 2001
Edward Jones June 1999 - May 2000
Skills
Mutual Funds, Risk Management, Financial Analysis, Team Leadership, Insurance, Strategic Financial..., Business Analysis, Analysis, Investments, Financial Services, Portfolio Management, Wealth Management, Finance, Securities, Fixed Income, Asset Management, Series 7
Education
Marquette University 1995 — 1999
Bachelor of Science, Finance, International Business, German
Northwestern Mutual Life January 2002 - Present
Robert W. Baird & Co. May 2000 - December 2001
Edward Jones June 1999 - May 2000
Skills
Mutual Funds, Risk Management, Financial Analysis, Team Leadership, Insurance, Strategic Financial..., Business Analysis, Analysis, Investments, Financial Services, Portfolio Management, Wealth Management, Finance, Securities, Fixed Income, Asset Management, Series 7
Education
Marquette University 1995 — 1999
Bachelor of Science, Finance, International Business, German
Colin Creegan's Edward Jones Experience September 2007 - April 2008
Job Fixed Income Trader Mortgages at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Ameriprise Financial April 2008 - January 2011
Edward Jones September 2007 - April 2008
Ameriprise Financial June 2006 - September 2007
Education
Marquette University 1997 — 2001
Business, Finanace and Marketing
eagan highschool
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Ameriprise Financial April 2008 - January 2011
Edward Jones September 2007 - April 2008
Ameriprise Financial June 2006 - September 2007
Education
Marquette University 1997 — 2001
Business, Finanace and Marketing
eagan highschool
Sarah McCready's Edward Jones Experience April 2002 - April 2005
Job SVP, Marketing at Direxion Funds/Direxion Shares
Industry Financial Services
Experience
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
Jennifer Ianke's Edward Jones Experience 1998 - 1999
Job Program Manager at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions January 2015 - Present
Express Scripts October 2012 - January 2015
Express Scripts July 2007 - November 2012
Anheuser-Busch 2006 - 2007
AT&T 2002 - 2006
A.G. Edwards & Sons, Inc. 1999 - 2002
Edward Jones 1998 - 1999
Education
Maryville University of Saint Louis 1996 — 2000
B.S., M.I.S.
Daugherty Business Solutions January 2015 - Present
Express Scripts October 2012 - January 2015
Express Scripts July 2007 - November 2012
Anheuser-Busch 2006 - 2007
AT&T 2002 - 2006
A.G. Edwards & Sons, Inc. 1999 - 2002
Edward Jones 1998 - 1999
Education
Maryville University of Saint Louis 1996 — 2000
B.S., M.I.S.
Jessica Luebke's Edward Jones Experience August 2006 - Present
Job Customer Support Representative at Edward Jones
Industry Financial Services
Experience
Premier Designs May 2009 - Present
Edward Jones August 2006 - Present
Maryville University 2003 - 2007
Education
Maryville University of Saint Louis 2003 — 2007
Premier Designs May 2009 - Present
Edward Jones August 2006 - Present
Maryville University 2003 - 2007
Education
Maryville University of Saint Louis 2003 — 2007
Jarrod Harmon's Edward Jones Experience 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2008 - Present
United States Army May 2000 - May 2008
Education
American Military University
Business Administration and Management, General
Marshall University
Edward Jones 2008 - Present
United States Army May 2000 - May 2008
Education
American Military University
Business Administration and Management, General
Marshall University
Paul Schiavone's Edward Jones Experience February 2012 - Present
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
Edward Jones February 2012 - Present
Henry M. Murray Agency May 2002 - December 2011
Progressive Insurance September 1999 - May 2002
Enterprise Rent-A-Car September 1996 - September 1999
Education
Marymount University 1992 — 1996
Bachelors, Business Administration
Southern Senior High School 1989 — 1992
Edward Jones February 2012 - Present
Henry M. Murray Agency May 2002 - December 2011
Progressive Insurance September 1999 - May 2002
Enterprise Rent-A-Car September 1996 - September 1999
Education
Marymount University 1992 — 1996
Bachelors, Business Administration
Southern Senior High School 1989 — 1992
Patrick Schumann, CFA's Edward Jones Experience June 1996 - October 2008
Job Portfolio Manager at FCI Advisors
Industry Financial Services
Experience
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
Shelley Graf's Edward Jones Experience December 2008 - Present
Job Branch Operations Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2008 - Present
West Hills Mortgage July 2008 - August 2008
Countrywide October 2001 - July 2008
Santa Cruz Biotechnology February 1999 - September 2000
Skills
Office Management, Event Planning, Microsoft Office, Loan Origination, Finance, Training, Microsoft Word, Customer Service, Investment Properties, Banking, Project Planning, CRM, Mortgage Lending, Mortgage Banking, Microsoft Excel, Credit, Loans
Education
Marylhurst University
Master of Business Administration (M.B.A.), Finance, General
University of California, Santa Cruz
BA, Fine Art, Photography
Edward Jones December 2008 - Present
West Hills Mortgage July 2008 - August 2008
Countrywide October 2001 - July 2008
Santa Cruz Biotechnology February 1999 - September 2000
Skills
Office Management, Event Planning, Microsoft Office, Loan Origination, Finance, Training, Microsoft Word, Customer Service, Investment Properties, Banking, Project Planning, CRM, Mortgage Lending, Mortgage Banking, Microsoft Excel, Credit, Loans
Education
Marylhurst University
Master of Business Administration (M.B.A.), Finance, General
University of California, Santa Cruz
BA, Fine Art, Photography
Danielle Diveley's Edward Jones Experience October 1999 - September 2005
Job Order Management Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2005 - Present
Edward Jones October 1999 - September 2005
Skills
Salesforce.com, Account Management, Market Data, CRM, Customer Service, Financial Markets, Vendor Management
Education
Maryville University of Saint Louis
Social Psychology
Thomson Reuters September 2005 - Present
Edward Jones October 1999 - September 2005
Skills
Salesforce.com, Account Management, Market Data, CRM, Customer Service, Financial Markets, Vendor Management
Education
Maryville University of Saint Louis
Social Psychology
Nicole Courtney's Edward Jones Experience August 2012 - Present
Job Benefits Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Edward Jones March 2008 - August 2012
Edward Jones 2006 - 2008
Elegant Child Early Childhood August 2001 - May 2006
Skills
Event Planning, Training, Human Resources, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Excel, Recruiting, Customer Service, Employee Relations, Benefits Administration, Employee Benefits, Onboarding, Applicant Tracking..., New Hire Orientations, PeopleSoft, Performance Management, HRIS
Education
Maryville University of Saint Louis 2006 — 2008
Managment, Human Resources
St. Louis Community College 1998 — 1999
Education, Early Childhood Education
Missouri State University 1997 — 1998
Education, Early Childhood Education
Edward Jones August 2012 - Present
Edward Jones March 2008 - August 2012
Edward Jones 2006 - 2008
Elegant Child Early Childhood August 2001 - May 2006
Skills
Event Planning, Training, Human Resources, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Excel, Recruiting, Customer Service, Employee Relations, Benefits Administration, Employee Benefits, Onboarding, Applicant Tracking..., New Hire Orientations, PeopleSoft, Performance Management, HRIS
Education
Maryville University of Saint Louis 2006 — 2008
Managment, Human Resources
St. Louis Community College 1998 — 1999
Education, Early Childhood Education
Missouri State University 1997 — 1998
Education, Early Childhood Education
Kate Buback's Edward Jones Experience June 2012 - Present
Job Team leader, Marketing Communications at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones June 2012 - Present
Edward Jones September 2010 - June 2012
Self Employed 1992 - 2010
DePaul Health Center June 1989 - May 1992
Skills
Marketing Communications, Strategic Communications, Copywriting, Editing, Social Media, Content Strategy, Copy Editing, Internal & External..., Advertising, Public Relations, Project Management
Education
Maryville University of Saint Louis 1981 — 1985
B.A. Magna cum laude, Communications
Visitation Academy 1977 — 1981
Edward Jones June 2012 - Present
Edward Jones September 2010 - June 2012
Self Employed 1992 - 2010
DePaul Health Center June 1989 - May 1992
Skills
Marketing Communications, Strategic Communications, Copywriting, Editing, Social Media, Content Strategy, Copy Editing, Internal & External..., Advertising, Public Relations, Project Management
Education
Maryville University of Saint Louis 1981 — 1985
B.A. Magna cum laude, Communications
Visitation Academy 1977 — 1981
Paul Vitale's Edward Jones Experience January 2008 - April 2008
Job Assistant Manager | Marketing Coordinator at Alpine Shop
Industry Marketing and Advertising
Experience
The Protocol School of Palm Springs September 2014 - Present
Alpine Shop Ltd August 2011 - Present
Ansira April 2015 - August 2015
Business Marketing Association (TAM Awards) July 2012 - September 2012
Gaffney Sporting Goods February 2001 - June 2011
Edward Jones January 2008 - April 2008
Skills
Management, Social Media Marketing, Advertising, Public Relations, Event Planning, Social Media, Merchandising, Account Management, Inventory Management, Team Building, B2B, Product Marketing, Sales, Marketing, Social Media Blogging, Photoshop, InDesign, B2C, B2B Marketing, B2C marketing, Microsoft Word, Team Leadership, Communications..., Marketing Coordinator, Microsoft Excel
Education
Maryville University of Saint Louis 2009 — 2012
Bachelor's of Science, Marketing
St. Louis Community College 2004 — 2011
Associate's degree, Business Administration
The Protocol School of Palm Springs September 2014 - Present
Alpine Shop Ltd August 2011 - Present
Ansira April 2015 - August 2015
Business Marketing Association (TAM Awards) July 2012 - September 2012
Gaffney Sporting Goods February 2001 - June 2011
Edward Jones January 2008 - April 2008
Skills
Management, Social Media Marketing, Advertising, Public Relations, Event Planning, Social Media, Merchandising, Account Management, Inventory Management, Team Building, B2B, Product Marketing, Sales, Marketing, Social Media Blogging, Photoshop, InDesign, B2C, B2B Marketing, B2C marketing, Microsoft Word, Team Leadership, Communications..., Marketing Coordinator, Microsoft Excel
Education
Maryville University of Saint Louis 2009 — 2012
Bachelor's of Science, Marketing
St. Louis Community College 2004 — 2011
Associate's degree, Business Administration
Josh Steele's Edward Jones Experience July 2013 - Present
Job Department Leader Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Citi August 2011 - July 2013
Citi June 2010 - August 2011
Citi April 2007 - June 2010
Citi December 2004 - April 2007
Carboline Company April 2003 - December 2004
Dominion Land Title September 2001 - April 2003
Woodbury Financial Services December 2000 - September 2001
Skills
Process Improvement, Financial Analysis, Business Analysis, Budgeting, Excel, Accounting, Strategic Planning, Corporate Finance, Financial Reporting, Problem Solving, MS Office Suite, Process Engineering, Visio, SDLC, Project Management, Project Portfolio..., Analysis, Business Requirements, Sarbanes-Oxley Act, PMO, Finance, Project Finance, Software Project..., Asset Managment, Vendor Management, Budgets, Leadership, Microsoft Excel
Education
Maryville University of Saint Louis 2005 — 2007
MBA, Finance
Southeast Missouri State University 1998 — 2001
BSBA, Finance
Edward Jones July 2013 - Present
Citi August 2011 - July 2013
Citi June 2010 - August 2011
Citi April 2007 - June 2010
Citi December 2004 - April 2007
Carboline Company April 2003 - December 2004
Dominion Land Title September 2001 - April 2003
Woodbury Financial Services December 2000 - September 2001
Skills
Process Improvement, Financial Analysis, Business Analysis, Budgeting, Excel, Accounting, Strategic Planning, Corporate Finance, Financial Reporting, Problem Solving, MS Office Suite, Process Engineering, Visio, SDLC, Project Management, Project Portfolio..., Analysis, Business Requirements, Sarbanes-Oxley Act, PMO, Finance, Project Finance, Software Project..., Asset Managment, Vendor Management, Budgets, Leadership, Microsoft Excel
Education
Maryville University of Saint Louis 2005 — 2007
MBA, Finance
Southeast Missouri State University 1998 — 2001
BSBA, Finance
Darla Roddy's Edward Jones Experience April 1997 - February 2001
Job Manager, Project Accounting at Maritz Motivation Solutions
Industry Accounting
Experience
Maritz Motivation Solutions April 2014 - Present
Arch Coal, Inc. September 2008 - April 2014
Alexian Brothers Health System April 2008 - September 2008
Peabody Energy September 2005 - March 2008
Reuters America January 2005 - September 2005
Charter Communications June 2003 - January 2005
Clear Channel Entertainment October 2001 - June 2003
Edward Jones April 1997 - February 2001
Skills
Financial Accounting, Sarbanes-Oxley Act, Accounting, Financial Reporting, Account Reconciliation, Internal Audit, Auditing, Accounts Payable, General Ledger, Financial Analysis, Finance, Forecasting, Internal Controls, Process Improvement, Management, Budgets, SAP, Bank Reconciliation
Education
Maryville University of Saint Louis 2013 — 2016
Master of Business Administration (M.B.A.)
University of Missouri-Saint Louis
Bachelor of Science, Accounting
University of Missouri-Saint Louis
Bachelor's Degree, Finance
Maritz Motivation Solutions April 2014 - Present
Arch Coal, Inc. September 2008 - April 2014
Alexian Brothers Health System April 2008 - September 2008
Peabody Energy September 2005 - March 2008
Reuters America January 2005 - September 2005
Charter Communications June 2003 - January 2005
Clear Channel Entertainment October 2001 - June 2003
Edward Jones April 1997 - February 2001
Skills
Financial Accounting, Sarbanes-Oxley Act, Accounting, Financial Reporting, Account Reconciliation, Internal Audit, Auditing, Accounts Payable, General Ledger, Financial Analysis, Finance, Forecasting, Internal Controls, Process Improvement, Management, Budgets, SAP, Bank Reconciliation
Education
Maryville University of Saint Louis 2013 — 2016
Master of Business Administration (M.B.A.)
University of Missouri-Saint Louis
Bachelor of Science, Accounting
University of Missouri-Saint Louis
Bachelor's Degree, Finance
Cathleen Beier's Edward Jones Experience April 1999 - October 2004
Job ...
Industry Financial Services
Experience
private August 2007 - Present
MetLife October 2005 - August 2007
Stivers Staffing Services November 2004 - October 2005
Edward Jones April 1999 - October 2004
Skills
Series 7, Series 63, Equities, Securities, Options, Investments, Portfolio Management, Mutual Funds, Trading, Fixed Income, Wealth Management, ETFs, Bonds, Retirement Planning, Equity Trading, Asset Allocation, IRAs, Stockbroking, Investment Strategies, Relationship Management, Customer Service, Microsoft Office
Education
Webster University 2001 — 2005
MA, HR Mgmt/HR Devt
Maryville University of Saint Louis 1994 — 1997
BA, Psyc/Soc
private August 2007 - Present
MetLife October 2005 - August 2007
Stivers Staffing Services November 2004 - October 2005
Edward Jones April 1999 - October 2004
Skills
Series 7, Series 63, Equities, Securities, Options, Investments, Portfolio Management, Mutual Funds, Trading, Fixed Income, Wealth Management, ETFs, Bonds, Retirement Planning, Equity Trading, Asset Allocation, IRAs, Stockbroking, Investment Strategies, Relationship Management, Customer Service, Microsoft Office
Education
Webster University 2001 — 2005
MA, HR Mgmt/HR Devt
Maryville University of Saint Louis 1994 — 1997
BA, Psyc/Soc
Keith Ann Clotiaux's Edward Jones Experience October 2012 - April 2013
Job Financial Advisor at Western Equity Group
Industry Financial Services
Experience
Western Equity Group February 2014 - Present
GreenStep Sustainable Business Workshops January 2011 - Present
Edward Jones October 2012 - April 2013
Marron, Reid & Sheehy 1983 - 1985
Skills
Sustainable Business..., Green Business..., Sustainable Education, Systems and Critical..., Change Management, Nonprofits, Start-ups, Sustainable Business, Sustainability, Entrepreneurship, Strategy, Energy Efficiency, Teaching, Research, Sustainable Architecture, Financial Services, Business Strategy, Training, Finance, Organizational..., Investments, Fundraising, Strategic Financial..., Strategic Planning, Business Development, Leadership, Management Consulting, Risk Management, Mutual Funds, Business Planning, Analysis
Education
Marylhurst University 2010 — 2011
MBA, Sustainable Enterprise
University of Texas 1977 — 1980
B.A., English & Communications + Teaching Credential
Western Equity Group February 2014 - Present
GreenStep Sustainable Business Workshops January 2011 - Present
Edward Jones October 2012 - April 2013
Marron, Reid & Sheehy 1983 - 1985
Skills
Sustainable Business..., Green Business..., Sustainable Education, Systems and Critical..., Change Management, Nonprofits, Start-ups, Sustainable Business, Sustainability, Entrepreneurship, Strategy, Energy Efficiency, Teaching, Research, Sustainable Architecture, Financial Services, Business Strategy, Training, Finance, Organizational..., Investments, Fundraising, Strategic Financial..., Strategic Planning, Business Development, Leadership, Management Consulting, Risk Management, Mutual Funds, Business Planning, Analysis
Education
Marylhurst University 2010 — 2011
MBA, Sustainable Enterprise
University of Texas 1977 — 1980
B.A., English & Communications + Teaching Credential
Dee Webster's Edward Jones Experience September 2008 - Present
Job Risk Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
A.G. Edwards & Sons, Inc. June 1986 - July 2008
Education
Maryville University of Saint Louis
Edward Jones September 2008 - Present
A.G. Edwards & Sons, Inc. June 1986 - July 2008
Education
Maryville University of Saint Louis
Lynne Evans's Edward Jones Experience 1997 - 1999
Job Systems Manager Shaw ILN Reliability
Industry Information Technology and Services
Experience
Large New York Bank 2014 - Present
Robert Half September 2013 - January 2014
Revolution Technology (Lexmark Int'l) June 2012 - April 2013
Fifth Third bank December 2010 - March 2012
Southwestern Illinois College August 2009 - August 2010
Collabera 2010 - 2010
Citibank 2003 - 2009
EDS 2000 - 2003
Mercantile Bank (USBANK) 1999 - 2000
Edward Jones 1997 - 1999
Skills
Databases, SDLC, Analysis, Business Analysis, Software Development, Requirements Gathering, Disaster Recovery, Testing, COBOLII, VSAM, Data Analysis, Risk Management, Reliability, Organizational Behavior, Process Improvement, Fileaid, CICS, HMDA, Standards Compliance, SOE Design, Business Process..., Project Management, Six Sigma, Assembly Language, Change Management, MVS, Business Continuity..., Organizational..., Planview, HP Quality Center, Requirements Analysis, Vendor Relationship..., Agile & Waterfall..., Organizational Change...
Education
Maryville University of Saint Louis
BS, MIS/Accounting
Southwestern Illinois College
AAS, CIS
Large New York Bank 2014 - Present
Robert Half September 2013 - January 2014
Revolution Technology (Lexmark Int'l) June 2012 - April 2013
Fifth Third bank December 2010 - March 2012
Southwestern Illinois College August 2009 - August 2010
Collabera 2010 - 2010
Citibank 2003 - 2009
EDS 2000 - 2003
Mercantile Bank (USBANK) 1999 - 2000
Edward Jones 1997 - 1999
Skills
Databases, SDLC, Analysis, Business Analysis, Software Development, Requirements Gathering, Disaster Recovery, Testing, COBOLII, VSAM, Data Analysis, Risk Management, Reliability, Organizational Behavior, Process Improvement, Fileaid, CICS, HMDA, Standards Compliance, SOE Design, Business Process..., Project Management, Six Sigma, Assembly Language, Change Management, MVS, Business Continuity..., Organizational..., Planview, HP Quality Center, Requirements Analysis, Vendor Relationship..., Agile & Waterfall..., Organizational Change...
Education
Maryville University of Saint Louis
BS, MIS/Accounting
Southwestern Illinois College
AAS, CIS
Cindy Hollmann's Edward Jones Experience April 2014 - Present
Job Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Morgan Stanley August 2008 - May 2012
Morgan Stanley U.S. Residential June 2005 - August 2008
GE Capital Mortgage Services January 1992 - January 2005
Skills
Capital Markets, Mortgage Lending, Portfolio Management, Financial Risk, Due Diligence, Loans, Investments, Mergers & Acquisitions, Securities, Internal Controls, Loan Servicing, Management, Accounting, Auditing
Education
University of Missouri-Columbia 1986 — 1990
Bachelor of Science (B.S.), Finance
Maryville University of Saint Louis 1992 — 1994
Master of Business Administration (MBA), Accounting
Maryville University of Saint Louis
Bachelor of Science (BS), Management Information Systems, General
Edward Jones April 2014 - Present
Morgan Stanley August 2008 - May 2012
Morgan Stanley U.S. Residential June 2005 - August 2008
GE Capital Mortgage Services January 1992 - January 2005
Skills
Capital Markets, Mortgage Lending, Portfolio Management, Financial Risk, Due Diligence, Loans, Investments, Mergers & Acquisitions, Securities, Internal Controls, Loan Servicing, Management, Accounting, Auditing
Education
University of Missouri-Columbia 1986 — 1990
Bachelor of Science (B.S.), Finance
Maryville University of Saint Louis 1992 — 1994
Master of Business Administration (MBA), Accounting
Maryville University of Saint Louis
Bachelor of Science (BS), Management Information Systems, General
Drew Luecke's Edward Jones Experience August 2013 - Present
Job Reconciliation Specialist II at Edward Jones
Industry Accounting
Experience
Edward Jones August 2013 - Present
Walmart August 2012 - May 2014
Edward Jones May 2013 - August 2013
Walmart October 2006 - August 2012
Walmart January 2006 - October 2006
Walmart November 2004 - January 2006
Walmart November 2000 - November 2004
Skills
Accounting, Management, Microsoft Excel, PowerPoint, Customer Service, Research, Budgets, Strategic Planning, Microsoft Office, Microsoft Word, English, Windows, Public Speaking, Editing, Negotiation, Data Entry, Forecasting, Financial Accounting, Training
Education
Maryville University of Saint Louis 2011 — 2013
Bachelor of Science, Accounting, Business Administration
St. Louis Community College
Associate of Arts, Business Administration; Business Management
Edward Jones August 2013 - Present
Walmart August 2012 - May 2014
Edward Jones May 2013 - August 2013
Walmart October 2006 - August 2012
Walmart January 2006 - October 2006
Walmart November 2004 - January 2006
Walmart November 2000 - November 2004
Skills
Accounting, Management, Microsoft Excel, PowerPoint, Customer Service, Research, Budgets, Strategic Planning, Microsoft Office, Microsoft Word, English, Windows, Public Speaking, Editing, Negotiation, Data Entry, Forecasting, Financial Accounting, Training
Education
Maryville University of Saint Louis 2011 — 2013
Bachelor of Science, Accounting, Business Administration
St. Louis Community College
Associate of Arts, Business Administration; Business Management
Katie Feise's Edward Jones Experience October 2004 - November 2006
Job Auditor at Express Scripts
Industry Accounting
Experience
Express Scripts September 2013 - Present
The Productive Living Board June 2011 - August 2013
Wells Fargo Advisors, LLC November 2006 - March 2011
Edward Jones October 2004 - November 2006
Rubin Brown January 2003 - October 2004
Skills
Auditing, Financial Analysis, Sarbanes-Oxley Act, Public Speaking, Internal Controls, Process Improvement, Internal Audit, Finance
Education
Maryville University of Saint Louis 2001 — 2003
M.B.A.
University of Missouri-Saint Louis 1999 — 2001
B.S., Business, Minor in Accounting
Regis University 1997 — 1998
Express Scripts September 2013 - Present
The Productive Living Board June 2011 - August 2013
Wells Fargo Advisors, LLC November 2006 - March 2011
Edward Jones October 2004 - November 2006
Rubin Brown January 2003 - October 2004
Skills
Auditing, Financial Analysis, Sarbanes-Oxley Act, Public Speaking, Internal Controls, Process Improvement, Internal Audit, Finance
Education
Maryville University of Saint Louis 2001 — 2003
M.B.A.
University of Missouri-Saint Louis 1999 — 2001
B.S., Business, Minor in Accounting
Regis University 1997 — 1998
David Garavaglia's Edward Jones Experience December 2002 - November 2003
Job Data Analyst II at Unversity of Kansas Hospital
Industry Hospital & Health Care
Experience
Unversity of Kansas Hospital May 2015 - Present
Lord & Taylor December 2012 - May 2015
Ascension Health December 2003 - December 2012
Edward Jones December 2002 - November 2003
Great American Insurance February 1989 - April 2002
Skills
SQL, Business Analysis, Business Objects, COBOL, Visio, Process Improvement, SDLC, Business Intelligence, Data Analysis, Analysis, Requirements Gathering
Education
Maryville University of Saint Louis 1985 — 1987
B.S in MIS, Management Information System
Maryville University of Saint Louis 1985 — 1987
Bachelor of Applied Science (B.A.Sc.), Information Technology
St. Ambrose Grade School
Unversity of Kansas Hospital May 2015 - Present
Lord & Taylor December 2012 - May 2015
Ascension Health December 2003 - December 2012
Edward Jones December 2002 - November 2003
Great American Insurance February 1989 - April 2002
Skills
SQL, Business Analysis, Business Objects, COBOL, Visio, Process Improvement, SDLC, Business Intelligence, Data Analysis, Analysis, Requirements Gathering
Education
Maryville University of Saint Louis 1985 — 1987
B.S in MIS, Management Information System
Maryville University of Saint Louis 1985 — 1987
Bachelor of Applied Science (B.A.Sc.), Information Technology
St. Ambrose Grade School
Ann Giegling's Edward Jones Experience April 2007 - Present
Job HR Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
AMG Properties 1994 - 2007
Sensient 1987 - 1994
Skills
Employee Benefits, Employee Relations, Performance Management, Human Resources, Business Analytics, Knowledge Base, Website Development
Education
Webster University 2007 — 2009
M.A., HR Development
Maryville University of Saint Louis
B.S., Marketing
Edward Jones April 2007 - Present
AMG Properties 1994 - 2007
Sensient 1987 - 1994
Skills
Employee Benefits, Employee Relations, Performance Management, Human Resources, Business Analytics, Knowledge Base, Website Development
Education
Webster University 2007 — 2009
M.A., HR Development
Maryville University of Saint Louis
B.S., Marketing
Carol Crafton's Edward Jones Experience August 2000 - September 2011
Job Senior Quality Assurance Analyst
Industry Financial Services
Experience
Scottrade September 2011 - Present
Edward Jones August 2000 - September 2011
Cerner Corporation 1995 - 2000
McDonnell Douglas August 1994 - November 1995
McDonnell Douglas Electronics Company December 1987 - December 1993
MDEC August 1984 - December 1987
Skills
Test Planning, Quality Center, QTP, System Testing, SDLC, Testing, Quality Assurance
Education
Maryville University of Saint Louis 1990 — 1993
BS, Management Information Systems
St. Mary's College of O'Fallon 1979 — 1986
AA, Medical Record Technlogy
Scottrade September 2011 - Present
Edward Jones August 2000 - September 2011
Cerner Corporation 1995 - 2000
McDonnell Douglas August 1994 - November 1995
McDonnell Douglas Electronics Company December 1987 - December 1993
MDEC August 1984 - December 1987
Skills
Test Planning, Quality Center, QTP, System Testing, SDLC, Testing, Quality Assurance
Education
Maryville University of Saint Louis 1990 — 1993
BS, Management Information Systems
St. Mary's College of O'Fallon 1979 — 1986
AA, Medical Record Technlogy
Brad Barbeau, MBA,CPRP's Edward Jones Experience August 2000 - December 2000
Job Recreation Supervisor at City of Brentwood
Industry Recreational Facilities and Services
Experience
City of Brentwood December 2011 - Present
City of Brentwood August 2008 - December 2011
City of Brentwood August 2001 - August 2008
Cardinal Building Material April 1997 - July 2001
Edward Jones August 2000 - December 2000
Skills
Budgeting, Hiring, Excel, Team Building, Customer Service, Customer Relations, Coaching, Microsoft Office, Problem Solving, Administration, Social Media, Budgets, Management, Marketing, Program Management, Recruiting, Microsoft Excel
Education
Webster University 2002 — 2004
MBA
Maryville University of Saint Louis 1999 — 2001
BA, Business Management
Jefferson Community College 1996 — 1999
AA, Business Administration
City of Brentwood December 2011 - Present
City of Brentwood August 2008 - December 2011
City of Brentwood August 2001 - August 2008
Cardinal Building Material April 1997 - July 2001
Edward Jones August 2000 - December 2000
Skills
Budgeting, Hiring, Excel, Team Building, Customer Service, Customer Relations, Coaching, Microsoft Office, Problem Solving, Administration, Social Media, Budgets, Management, Marketing, Program Management, Recruiting, Microsoft Excel
Education
Webster University 2002 — 2004
MBA
Maryville University of Saint Louis 1999 — 2001
BA, Business Management
Jefferson Community College 1996 — 1999
AA, Business Administration
Audrey Fok's Edward Jones Experience May 2007 - August 2007
Job Research Psychologist at Naval Air Warfare Center Training Systems Division
Industry Research
Experience
Naval Air Warfare Center Training Systems Division June 2012 - Present
University of Central Florida August 2009 - Present
University of Central Florida August 2009 - Present
Maryville University August 2006 - May 2009
Clemson University May 2008 - August 2008
Edward Jones May 2007 - August 2007
Skills
Research, Usability, EEG, Eye Tracking, Driving Research, SPSS, Task Analysis, Human Computer..., Experimental Design, Technical Writing, Teaching, Human Factors, Statistics
Education
University of Central Florida 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Experiment Psychology-Human Factors
Maryville University of Saint Louis 2006 — 2009
Bachelor's degree, Psychology
Maryville University of Saint Louis 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Naval Air Warfare Center Training Systems Division June 2012 - Present
University of Central Florida August 2009 - Present
University of Central Florida August 2009 - Present
Maryville University August 2006 - May 2009
Clemson University May 2008 - August 2008
Edward Jones May 2007 - August 2007
Skills
Research, Usability, EEG, Eye Tracking, Driving Research, SPSS, Task Analysis, Human Computer..., Experimental Design, Technical Writing, Teaching, Human Factors, Statistics
Education
University of Central Florida 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Experiment Psychology-Human Factors
Maryville University of Saint Louis 2006 — 2009
Bachelor's degree, Psychology
Maryville University of Saint Louis 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Brandon Monzyk's Edward Jones Experience May 2009 - May 2010
Job Square 1 Media Productions, Owner
Industry Media Production
Experience
Square 1 Media Prodcutions June 2015 - Present
REI BlackBook March 2013 - Present
CB&E Construction Group May 2010 - January 2013
Edward Jones May 2009 - May 2010
Skills
Real Estate, Investments, Customer Service, Investment Properties, Asset Management, Microsoft Office, Financial Analysis, Marketing Strategy, Mutual Funds, Finance, Entrepreneurship, Investors, Contract Negotiation, Budgets
Education
Maryville University of Saint Louis 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Maryville University of Saint Louis 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Square 1 Media Prodcutions June 2015 - Present
REI BlackBook March 2013 - Present
CB&E Construction Group May 2010 - January 2013
Edward Jones May 2009 - May 2010
Skills
Real Estate, Investments, Customer Service, Investment Properties, Asset Management, Microsoft Office, Financial Analysis, Marketing Strategy, Mutual Funds, Finance, Entrepreneurship, Investors, Contract Negotiation, Budgets
Education
Maryville University of Saint Louis 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Maryville University of Saint Louis 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Amber Hacker's Edward Jones Experience May 2009 - August 2009
Job Program Accountant at Boeing
Industry Defense & Space
Experience
Boeing June 2010 - Present
Accountemps December 2009 - December 2009
Edward Jones May 2009 - August 2009
Education
Maryville University of Saint Louis 2006 — 2010
B.S. in Accounting
Boeing June 2010 - Present
Accountemps December 2009 - December 2009
Edward Jones May 2009 - August 2009
Education
Maryville University of Saint Louis 2006 — 2010
B.S. in Accounting
Donna Feltmann's Edward Jones Experience September 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1999 - Present
Skills
Fixed Annuities, Retirement, Banking, Retirement Planning, Series 7, Strategic Planning, Estate Planning, Strategic Financial..., 401k Rollovers, Real Estate, Life Insurance, Insurance, Investments, Loans, Disability Insurance, Long-term Care, Mutual Funds
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Accounting and Business
Webster University
Master of Business Administration (MBA) - 5 classes to complete, Business/Human Resources
Edward Jones September 1999 - Present
Skills
Fixed Annuities, Retirement, Banking, Retirement Planning, Series 7, Strategic Planning, Estate Planning, Strategic Financial..., 401k Rollovers, Real Estate, Life Insurance, Insurance, Investments, Loans, Disability Insurance, Long-term Care, Mutual Funds
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Accounting and Business
Webster University
Master of Business Administration (MBA) - 5 classes to complete, Business/Human Resources
Becky Purdy's Edward Jones Experience April 2011 - Present
Job Team Leader Cash Disbursements at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
UniGroup, Inc August 1993 - April 2011
Skills
Member of Toastmasters, Credit, Customer Service, Financial Analysis, Forecasting, Leadership, Process Improvement, Sales, Strategic Financial..., Team Building
Education
Maryville University of Saint Louis 1998 — 2011
Organizational Leadership, Business
Edward Jones April 2011 - Present
UniGroup, Inc August 1993 - April 2011
Skills
Member of Toastmasters, Credit, Customer Service, Financial Analysis, Forecasting, Leadership, Process Improvement, Sales, Strategic Financial..., Team Building
Education
Maryville University of Saint Louis 1998 — 2011
Organizational Leadership, Business
Jeff Kessler, MBA's Edward Jones Experience October 2008 - October 2010
Job Security Solutions Architect at Optiv Inc
Industry Information Technology and Services
Experience
Optiv Inc August 2012 - Present
Scottrade October 2010 - August 2012
Edward Jones October 2008 - October 2010
Edward Jones January 2006 - October 2010
Application Engineering Group July 2005 - December 2005
AT&T June 2003 - July 2005
Skills
Disaster Recovery, Information Security, Network Security, Security, Firewalls, Data Center, Active Directory, VPN, Troubleshooting, ITIL, Windows Server, Virtualization, Information Security..., TCP/IP, Computer Security, Integration
Education
Maryville University of Saint Louis 2008 — 2011
MS, MBA
Southeast Missouri State University 1998 — 2003
BS, Computer Science
Optiv Inc August 2012 - Present
Scottrade October 2010 - August 2012
Edward Jones October 2008 - October 2010
Edward Jones January 2006 - October 2010
Application Engineering Group July 2005 - December 2005
AT&T June 2003 - July 2005
Skills
Disaster Recovery, Information Security, Network Security, Security, Firewalls, Data Center, Active Directory, VPN, Troubleshooting, ITIL, Windows Server, Virtualization, Information Security..., TCP/IP, Computer Security, Integration
Education
Maryville University of Saint Louis 2008 — 2011
MS, MBA
Southeast Missouri State University 1998 — 2003
BS, Computer Science
Chris Burrus, MBA's Edward Jones Experience May 2013 - Present
Job Senior Service Technical Specialist: Edward Jones () Customer focused, technology driven.
Industry Financial Services
Experience
Edward Jones May 2013 - Present
City of Saint Peters Missouri June 2008 - Present
Edward Jones January 2009 - May 2013
Americas Best Contacts and Eyeglasses December 2006 - May 2008
JCPenney July 2003 - November 2006
Skills
Customer Service, Microsoft Office, Customer Satisfaction, PowerPoint, Microsoft Excel, Retail, Microsoft Word, Outlook, Data Entry, Telephone Skills, Inventory Management, POS, Call Center, Microsoft Office 2007, Teamwork, Troubleshooting, Team Building, Windows, Process Improvement, Analysis, Time Management, Strategic Planning, Call Centers, Leadership Development
Education
Maryville University of Saint Louis 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Maryville University of Saint Louis 2008 — 2010
Bachelor of Science (BS), Business Management and Management of Information Systems
Francis Howell Central 2001 — 2005
Edward Jones May 2013 - Present
City of Saint Peters Missouri June 2008 - Present
Edward Jones January 2009 - May 2013
Americas Best Contacts and Eyeglasses December 2006 - May 2008
JCPenney July 2003 - November 2006
Skills
Customer Service, Microsoft Office, Customer Satisfaction, PowerPoint, Microsoft Excel, Retail, Microsoft Word, Outlook, Data Entry, Telephone Skills, Inventory Management, POS, Call Center, Microsoft Office 2007, Teamwork, Troubleshooting, Team Building, Windows, Process Improvement, Analysis, Time Management, Strategic Planning, Call Centers, Leadership Development
Education
Maryville University of Saint Louis 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Maryville University of Saint Louis 2008 — 2010
Bachelor of Science (BS), Business Management and Management of Information Systems
Francis Howell Central 2001 — 2005
Karen Quagliata, Ph.D., PMP, CISA, CISSP's Edward Jones Experience Adjunct InstructorMaryville UniversityDecember 2014 - Present
Job Adjunct Instructor at Maryville University
Industry Financial Services
Experience
Edward Jones Adjunct InstructorMaryville UniversityDecember 2014 - Present
Lindenwood University January 2014 - Present
University of Phoenix June 2012 - Present
InformationWeek 2012 - 2012
AT&T August 2006 - October 2006
AT&T April 2004 - August 2006
AT&T September 2000 - April 2004
National Information Solutions Cooperative February 2000 - September 2000
Education
University of Fairfax 2006 — 2010
PhD, Information Systems with emphasis in Information Assurance
Webster University 2001 — 2003
Masters, Computer Resources and Information Management
University of Missouri-Saint Louis 1986 — 1990
Bachelors, Mass Communication
St. Louis Community College 1983 — 1986
Associates, Journalism
Maryville University of Saint Louis
Maryville University of Saint Louis
Maryville University of Saint Louis
Edward Jones Adjunct InstructorMaryville UniversityDecember 2014 - Present
Lindenwood University January 2014 - Present
University of Phoenix June 2012 - Present
InformationWeek 2012 - 2012
AT&T August 2006 - October 2006
AT&T April 2004 - August 2006
AT&T September 2000 - April 2004
National Information Solutions Cooperative February 2000 - September 2000
Education
University of Fairfax 2006 — 2010
PhD, Information Systems with emphasis in Information Assurance
Webster University 2001 — 2003
Masters, Computer Resources and Information Management
University of Missouri-Saint Louis 1986 — 1990
Bachelors, Mass Communication
St. Louis Community College 1983 — 1986
Associates, Journalism
Maryville University of Saint Louis
Maryville University of Saint Louis
Maryville University of Saint Louis
Alice Bush's Edward Jones Experience April 2000 - December 2010
Job Sr. Quality Assurance Engineer at Federal Reserve Bank of St. Louis
Industry Financial Services
Experience
Federal Reserve Bank of St. Louis February 2015 - Present
Scottrade December 2010 - Present
Edward Jones April 2000 - December 2010
Fireman's Fund Insurance Company August 1996 - April 2000
Worldwide Insurance Co 1988 - 1996
Skills
Regression Testing, Software Documentation, VBScript, Test Planning, QTP, Waterfall, Software Quality..., Quality Center, Test Automation, System Testing, User Acceptance Testing, Quality Assurance, Test Management, Automation, Test Cases, Manual Testing, Defect Tracking, Testing, Agile Testing
Education
Maryville University of Saint Louis
Federal Reserve Bank of St. Louis February 2015 - Present
Scottrade December 2010 - Present
Edward Jones April 2000 - December 2010
Fireman's Fund Insurance Company August 1996 - April 2000
Worldwide Insurance Co 1988 - 1996
Skills
Regression Testing, Software Documentation, VBScript, Test Planning, QTP, Waterfall, Software Quality..., Quality Center, Test Automation, System Testing, User Acceptance Testing, Quality Assurance, Test Management, Automation, Test Cases, Manual Testing, Defect Tracking, Testing, Agile Testing
Education
Maryville University of Saint Louis
Ann Marie LITTLEFIELD's Edward Jones Experience December 2010 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Education
Marymount University
Edward Jones December 2010 - Present
Education
Marymount University
Becky Kleekamp's Edward Jones Experience January 2007 - Present
Job Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Joe's Crab Shack 2004 - 2007
Ruby Tuesday 2003 - 2004
Skills
Complete knowledge of..., Exceptional..., Great at multi- tasking..., Proficient in public...
Education
Maryville University of Saint Louis 2005 — 2007
Bachelor, Business, 3.93
St. Louis Community College 2003 — 2005
48 credits, General Studies
Edward Jones January 2007 - Present
Joe's Crab Shack 2004 - 2007
Ruby Tuesday 2003 - 2004
Skills
Complete knowledge of..., Exceptional..., Great at multi- tasking..., Proficient in public...
Education
Maryville University of Saint Louis 2005 — 2007
Bachelor, Business, 3.93
St. Louis Community College 2003 — 2005
48 credits, General Studies
Ellie Paynter's Edward Jones Experience November 2008 - January 2014
Job Fulltime job seeker
Industry Financial Services
Experience
Long Branch Lakes March 2014 - May 2014
Edward Jones November 2008 - January 2014
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Retirement, Mutual Funds, Series 7, 401k Rollovers
Education
Maryville College 2004 — 2008
Bachelor of Arts, Business and Organization Management
Long Branch Lakes March 2014 - May 2014
Edward Jones November 2008 - January 2014
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Retirement, Mutual Funds, Series 7, 401k Rollovers
Education
Maryville College 2004 — 2008
Bachelor of Arts, Business and Organization Management
Josh Tilley's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Education
Mars Hill College 2005 — 2007
AA, Finance and Economics
Edward Jones June 2006 - Present
Education
Mars Hill College 2005 — 2007
AA, Finance and Economics
Lynette R. White's Edward Jones Experience 1997 - 1998
Job Sales Account Manager, Chemicals at Nexeo Solutions, LLC
Industry Chemicals
Experience
Nexeo Solutions, LLC April 2004 - Present
C.L. Smith Company 1999 - 2004
Ryder Transportation Services 1999 - 1999
Edward Jones 1997 - 1998
Barnes-Jewish Hospital 1991 - 1997
American Family Insurance 1990 - 1991
Amfac Health Care 1989 - 1990
Education
Maryville University of Saint Louis
Bachelor of Science (B.S.), Accounting, Minor in Management
Nexeo Solutions, LLC April 2004 - Present
C.L. Smith Company 1999 - 2004
Ryder Transportation Services 1999 - 1999
Edward Jones 1997 - 1998
Barnes-Jewish Hospital 1991 - 1997
American Family Insurance 1990 - 1991
Amfac Health Care 1989 - 1990
Education
Maryville University of Saint Louis
Bachelor of Science (B.S.), Accounting, Minor in Management
Shelley Bishop's Edward Jones Experience June 2009 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
Edward Jones June 2009 - May 2013
Wharton Aldhizer & Weaver, PLC September 2004 - February 2009
Skills
401k Rollovers, Saving for Education, Wealth, Long-term Care, Retirement, Long Term Care Insurance, IRAs, Fixed Annuities, 401k, Retirement Planning, Financial Advisory
Education
Washington and Lee University School of Law 2000 — 2003
Doctor of Law (J.D.)
Mary Baldwin College 1994 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Wells Fargo Advisors, LLC May 2013 - Present
Edward Jones June 2009 - May 2013
Wharton Aldhizer & Weaver, PLC September 2004 - February 2009
Skills
401k Rollovers, Saving for Education, Wealth, Long-term Care, Retirement, Long Term Care Insurance, IRAs, Fixed Annuities, 401k, Retirement Planning, Financial Advisory
Education
Washington and Lee University School of Law 2000 — 2003
Doctor of Law (J.D.)
Mary Baldwin College 1994 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Alicia DeGeare's Edward Jones Experience August 2005 - Present
Job Background Review Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2005 - Present
Liguori Publications May 2000 - January 2004
Skills
Series 7, Series 63
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones August 2005 - Present
Liguori Publications May 2000 - January 2004
Skills
Series 7, Series 63
Education
Maryville University of Saint Louis
Bachelor of Science (BS), Business Administration and Management, General
Jean Canman's Edward Jones Experience 1987 - Present
Job Bond Trader at Edward Jones
Industry Financial Services
Experience
Edward Jones 1987 - Present
Skills
Securities, Investments
Education
Maryville University of Saint Louis
Master of Business Administration (MBA), Business/Commerce, General
Millikin University, Maryville University
Bachelor of Fine Arts (BFA), Musical Theatre
University of Richmond
Certified Financial Planner
Edward Jones 1987 - Present
Skills
Securities, Investments
Education
Maryville University of Saint Louis
Master of Business Administration (MBA), Business/Commerce, General
Millikin University, Maryville University
Bachelor of Fine Arts (BFA), Musical Theatre
University of Richmond
Certified Financial Planner
Jean Painter's Edward Jones Experience October 2007 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2007 - Present
Skills
Open communication,...
Education
Maryville University of Saint Louis
Organizational Leadership
Edward Jones October 2007 - Present
Skills
Open communication,...
Education
Maryville University of Saint Louis
Organizational Leadership
Jessica Vuksic's Edward Jones Experience March 2000 - July 2006
Job Executive Administrative Assistant III at Syska Hennessy Group
Industry Hospitality
Experience
Syska Hennessy Group February 2014 - Present
Oakwood Worldwide December 2010 - February 2014
Maritz Research January 2008 - December 2013
Edward Jones March 2000 - July 2006
Skills
PowerPoint, Microsoft Office
Education
Maryville University of Saint Louis
Behavioral Psychology
Westwood College of Technology
Visual Communications, Graphic Design
Syska Hennessy Group February 2014 - Present
Oakwood Worldwide December 2010 - February 2014
Maritz Research January 2008 - December 2013
Edward Jones March 2000 - July 2006
Skills
PowerPoint, Microsoft Office
Education
Maryville University of Saint Louis
Behavioral Psychology
Westwood College of Technology
Visual Communications, Graphic Design
Jerome Gallaher's Edward Jones Experience January 2000 - Present
Job Senior Service Specialist at Edward Jones
Industry
Experience
Edward Jones January 2000 - Present
Education
Maryville University of Saint Louis 1996 — 2000
Bachelor's degree, Business Management /Finance
Edward Jones January 2000 - Present
Education
Maryville University of Saint Louis 1996 — 2000
Bachelor's degree, Business Management /Finance
David Reindl's Edward Jones Experience 2006 - 2008
Job Deputy Clerk/Treasurer at Village of Brown Deer, Wisconsin
Industry Government Administration
Experience
Village of Brown Deer, Wisconsin January 2015 - April 2015
North Shore Bank April 2008 - January 2015
Edward Jones 2006 - 2008
American Appraisal, A Division of Duff & Phelps 1995 - 2006
Skills
Customer Service
Education
Marquette University 2001 — 2002
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1990 — 1993
Bachelor's Degree, Architecture and Urban Planning
Village of Brown Deer, Wisconsin January 2015 - April 2015
North Shore Bank April 2008 - January 2015
Edward Jones 2006 - 2008
American Appraisal, A Division of Duff & Phelps 1995 - 2006
Skills
Customer Service
Education
Marquette University 2001 — 2002
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1990 — 1993
Bachelor's Degree, Architecture and Urban Planning
Gail Hebenheimer's Edward Jones Experience May 2001 - Present
Job Database Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2001 - Present
Education
Maryville University of Saint Louis
BS
Edward Jones May 2001 - Present
Education
Maryville University of Saint Louis
BS
Eliane Bachmann's Edward Jones Experience August 2014 - Present
Job Intern at Edward Jones
Industry
Experience
Edward Jones August 2014 - Present
Education
Maryville University of Saint Louis 2014 — 2018
Edward Jones August 2014 - Present
Education
Maryville University of Saint Louis 2014 — 2018
Morgan Matz's Edward Jones Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones 2012 - 2014
Skills
Retirement Planning, Investments, Financial Planning, Wealth Management, Mutual Funds, Retirement, Insurance, Portfolio Management, Financial Analysis, Life Insurance
Education
Marshall University 2004 — 2009
Marketing
Edward Jones 2012 - 2014
Skills
Retirement Planning, Investments, Financial Planning, Wealth Management, Mutual Funds, Retirement, Insurance, Portfolio Management, Financial Analysis, Life Insurance
Education
Marshall University 2004 — 2009
Marketing
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation