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
Josh Vehring Josh Vehring's Edward Jones Experience June 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Harley-Davidson Motor Company May 2006 - August 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63
Education
Michigan Technological University 2004 — 2007
Bachelor of Science (BS), Business Administration
Edward Jones June 2007 - Present
Harley-Davidson Motor Company May 2006 - August 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63
Education
Michigan Technological University 2004 — 2007
Bachelor of Science (BS), Business Administration
Rick Spalding Rick Spalding's Edward Jones Experience August 1999 - August 2005
Job Financial Advisor who understands client goals and risk management
Industry Financial Services
Experience
American Financial Advisors August 2005 - Present
Edward Jones August 1999 - August 2005
Interlink Group July 1997 - July 1999
The Maids International January 1995 - June 1997
Inacom 1988 - 1995
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Insurance, Life Insurance, Mutual Funds, Securities, Long-term Care, Uniform Combined State..., IRAs, Tax Free Income, 401k, Financial Planners, Financial Services, Series 7, Investment Advisory, Customer Service, Financial Planning, Series 63
Education
Midland University 1973 — 1976
BA Business Administration, Accounting, Business, Real Estate
American Financial Advisors August 2005 - Present
Edward Jones August 1999 - August 2005
Interlink Group July 1997 - July 1999
The Maids International January 1995 - June 1997
Inacom 1988 - 1995
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Insurance, Life Insurance, Mutual Funds, Securities, Long-term Care, Uniform Combined State..., IRAs, Tax Free Income, 401k, Financial Planners, Financial Services, Series 7, Investment Advisory, Customer Service, Financial Planning, Series 63
Education
Midland University 1973 — 1976
BA Business Administration, Accounting, Business, Real Estate
Charles Parks's Edward Jones Experience June 2015 - August 2015
Job Student at Middle Tennessee State University
Industry Accounting
Experience
Edward Jones June 2015 - August 2015
Younglife - College August 2014 - August 2015
Cracker Barrel February 2014 - May 2014
Up 'Til Dawn (Non- profit) May 2013 - May 2014
Up 'Til Dawn (Non-profit) May 2012 - May 2013
Skills
Retail, Time Management, Microsoft Office, Social Media, PowerPoint, Public Speaking, Microsoft Word, Leadership, Event Planning, Microsoft Excel, Social Networking, Customer Service, Team Building, Fundraising, Public Relations, Nonprofits, Event Management, Teamwork, Sales, Team Leadership, Social Media Marketing
Education
Middle Tennessee State University 2011 — 2015
Accounting
Edward Jones June 2015 - August 2015
Younglife - College August 2014 - August 2015
Cracker Barrel February 2014 - May 2014
Up 'Til Dawn (Non- profit) May 2013 - May 2014
Up 'Til Dawn (Non-profit) May 2012 - May 2013
Skills
Retail, Time Management, Microsoft Office, Social Media, PowerPoint, Public Speaking, Microsoft Word, Leadership, Event Planning, Microsoft Excel, Social Networking, Customer Service, Team Building, Fundraising, Public Relations, Nonprofits, Event Management, Teamwork, Sales, Team Leadership, Social Media Marketing
Education
Middle Tennessee State University 2011 — 2015
Accounting
Charlene Hunt's Edward Jones Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Jefferson County Public Schools August 2007 - Present
Skills
Choral, Choral Conducting, Music Education, Ensemble, Music Theory, Orchestral Music, Classical, Finale, Vocal Coaching, Chamber Music, Piano, Pianist, Musical Theatre, Conducting, Band, Singing, Trumpet, Music
Education
Metropolitan State University of Denver
Bachelor of Arts (BA), Music Education, K-12
Edward Jones June 2015 - Present
Jefferson County Public Schools August 2007 - Present
Skills
Choral, Choral Conducting, Music Education, Ensemble, Music Theory, Orchestral Music, Classical, Finale, Vocal Coaching, Chamber Music, Piano, Pianist, Musical Theatre, Conducting, Band, Singing, Trumpet, Music
Education
Metropolitan State University of Denver
Bachelor of Arts (BA), Music Education, K-12
Slava Davidoff Slava Davidoff's Edward Jones Experience September 2009 - April 2010
Job IRBC at Curian Capital
Industry Financial Services
Experience
Curian Capital May 2013 - Present
Charles Schwab April 2010 - January 2013
Edward Jones September 2009 - April 2010
Bellco Credit Union March 2008 - September 2009
Skills
Retirement Planning, Investments, Financial Advisory, Sales Presentations, Mutual Funds, Securities, Series 7, Wealth Management, Alternative Investments, Series 63, Consulting, Series 65, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking
Education
Metropolitan State University of Denver
Finance, Finance
Curian Capital May 2013 - Present
Charles Schwab April 2010 - January 2013
Edward Jones September 2009 - April 2010
Bellco Credit Union March 2008 - September 2009
Skills
Retirement Planning, Investments, Financial Advisory, Sales Presentations, Mutual Funds, Securities, Series 7, Wealth Management, Alternative Investments, Series 63, Consulting, Series 65, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking
Education
Metropolitan State University of Denver
Finance, Finance
Schultz D.J. Schultz D.J.'s Edward Jones Experience January 2001 - December 2002
Job Member Board of Directors at CYTSpokane
Industry Medical Devices
Experience
CYT-Spokane 2010 - Present
Essilor Laboratories of America January 2003 - Present
Christian Youth Theater July 2012 - June 2013
Edward Jones January 2001 - December 2002
Luxottica Group January 1984 - December 2000
Skills
Sales Management, Sales, Account Management, Sales Operations, Eyewear, Medical Devices, Product Launch, Sales Process, Cold Calling
Education
Miami University
Shaker Hts
CYT-Spokane 2010 - Present
Essilor Laboratories of America January 2003 - Present
Christian Youth Theater July 2012 - June 2013
Edward Jones January 2001 - December 2002
Luxottica Group January 1984 - December 2000
Skills
Sales Management, Sales, Account Management, Sales Operations, Eyewear, Medical Devices, Product Launch, Sales Process, Cold Calling
Education
Miami University
Shaker Hts
Margie Shard, CFP® Margie Shard, CFP®'s Edward Jones Experience January 2001 - March 2006
Job CERTIFIED FINANCIAL PLANNER ™ , Bestselling Author, Financial Radio Show Host
Industry Financial Services
Experience
Shard Financial Services, Inc. March 2006 - Present
Edward Jones January 2001 - March 2006
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Accumulation, Certified Financial..., Series 63, Series 24, Investment Management, Wealth Management, Debt Management, Cash Flow, Debt Elimination, CEOs, Widows, Women Finances, Wealth Managment, Financial Advising, Financial Advisor, Social Secuity Planning, CFP, Wealth Preservation, Divorce Planning, Divorcee, Single Women, Wealth Advising, Series 66, CEO, Life and Health..., Wealth Transfer, Retirement, Investments, Finance, Investment Strategies, Financial Services, Customer Service, Life Insurance, Portfolio Management, Asset Management, Small Business, Strategic Planning, Mutual Funds, Public Speaking, Marketing, Sales, Insurance, FINRA, Leadership, Team Building, Equities, Estate Planning
Education
College of Financial Planning 2008 — 2009
Certified Financial Planner™
Michigan State University 1997 — 2000
Toledo Central Catholic High School 1993 — 1997
Shard Financial Services, Inc. March 2006 - Present
Edward Jones January 2001 - March 2006
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Accumulation, Certified Financial..., Series 63, Series 24, Investment Management, Wealth Management, Debt Management, Cash Flow, Debt Elimination, CEOs, Widows, Women Finances, Wealth Managment, Financial Advising, Financial Advisor, Social Secuity Planning, CFP, Wealth Preservation, Divorce Planning, Divorcee, Single Women, Wealth Advising, Series 66, CEO, Life and Health..., Wealth Transfer, Retirement, Investments, Finance, Investment Strategies, Financial Services, Customer Service, Life Insurance, Portfolio Management, Asset Management, Small Business, Strategic Planning, Mutual Funds, Public Speaking, Marketing, Sales, Insurance, FINRA, Leadership, Team Building, Equities, Estate Planning
Education
College of Financial Planning 2008 — 2009
Certified Financial Planner™
Michigan State University 1997 — 2000
Toledo Central Catholic High School 1993 — 1997
Barbara Keene Ph.D. Barbara Keene Ph.D.'s Edward Jones Experience January 2007 - August 2012
Job Adjunct Faculty at Webster University
Industry Banking
Experience
Webster University January 2015 - Present
Federal Reserve Bank of St. Louis August 2012 - Present
Youth For Understanding USA (YFU) October 2011 - Present
Edward Jones January 2007 - August 2012
University of Missouri - St. Louis 2002 - 2008
Edward Jones September 2005 - October 2007
St. Charles Community College January 2001 - February 2005
Board of Education April 1999 - March 2002
Cooperating School January 2000 - January 2002
Clayton Parks and Recreation Commission January 1999 - January 2001
Skills
Project Management, Needs Analysis, Performance Metrics, Leadership Development, Organizational..., Public Speaking, Coaching, Leadership, Strategic Planning, Staff Development, Change Management, Performance Management, Training, Team Building, Curriculum Design, Higher Education, Blended Learning, Human Resources, E-Learning, Instructional Design, Strategy, Captivate, Instructional Technology, Analysis, Workshop Facilitation, Program Management, Adult Education, Employee Relations, Policy, Management
Education
University of Missouri-Saint Louis 2002 — 2008
Ph.D., Educational Leadership and Policy Studies
Temple University - Fox School of Business and Management 1983 — 1987
MBA, Human Resources Management
Michigan State University 1978 — 1980
MA, Education
University of Wisconsin-Madison 1971 — 1975
BS, Physical Education
John Marshall High School
Webster University January 2015 - Present
Federal Reserve Bank of St. Louis August 2012 - Present
Youth For Understanding USA (YFU) October 2011 - Present
Edward Jones January 2007 - August 2012
University of Missouri - St. Louis 2002 - 2008
Edward Jones September 2005 - October 2007
St. Charles Community College January 2001 - February 2005
Board of Education April 1999 - March 2002
Cooperating School January 2000 - January 2002
Clayton Parks and Recreation Commission January 1999 - January 2001
Skills
Project Management, Needs Analysis, Performance Metrics, Leadership Development, Organizational..., Public Speaking, Coaching, Leadership, Strategic Planning, Staff Development, Change Management, Performance Management, Training, Team Building, Curriculum Design, Higher Education, Blended Learning, Human Resources, E-Learning, Instructional Design, Strategy, Captivate, Instructional Technology, Analysis, Workshop Facilitation, Program Management, Adult Education, Employee Relations, Policy, Management
Education
University of Missouri-Saint Louis 2002 — 2008
Ph.D., Educational Leadership and Policy Studies
Temple University - Fox School of Business and Management 1983 — 1987
MBA, Human Resources Management
Michigan State University 1978 — 1980
MA, Education
University of Wisconsin-Madison 1971 — 1975
BS, Physical Education
John Marshall High School
Kelsey Barber Kelsey Barber's Edward Jones Experience August 2013 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Edward Jones April 2012 - August 2013
Edward Jones December 2007 - March 2012
Sam Davis Memorial Association November 2005 - December 2011
Rutherford County Archives May 2007 - August 2009
Skills
Historical Research, Public History, Historical..., Archival Research, Archival Preservation, Writing, Video Production, Office Administration, Nonprofits, PowerPoint, QuickBooks, Microsoft Word, PastPerfect Museum..., Time Management, Museums, History
Education
Middle Tennessee State University 2006 — 2011
Bachelor of Arts (BA), History, 3.5
Smyrna High School 2002 — 2006
High School Diploma
Edward Jones August 2013 - Present
Edward Jones April 2012 - August 2013
Edward Jones December 2007 - March 2012
Sam Davis Memorial Association November 2005 - December 2011
Rutherford County Archives May 2007 - August 2009
Skills
Historical Research, Public History, Historical..., Archival Research, Archival Preservation, Writing, Video Production, Office Administration, Nonprofits, PowerPoint, QuickBooks, Microsoft Word, PastPerfect Museum..., Time Management, Museums, History
Education
Middle Tennessee State University 2006 — 2011
Bachelor of Arts (BA), History, 3.5
Smyrna High School 2002 — 2006
High School Diploma
Kelly Bundy Kelly Bundy's Edward Jones Experience November 2013 - March 2015
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital March 2015 - Present
Edward Jones November 2013 - March 2015
Cavanaugh Flight Musem May 2011 - November 2013
Skills
Customer Service, Organized Multi-tasker, Meet Deadlines, Oral & Written..., Client Rapport, Interpersonal Skill, Highly responsible, Motivated self-starter, Solutions Focused, Goal Oriented, Microsoft Office, Constant Contact, MailChimp, Social Networking, Drafting Correspondence, Report Writing, Management, Information Systems, Membership Development, Member Relations, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Non-profit Leadership, Grant Preparation, Marketing, Inventory Control, Purchase Orders, Hiring Employees, Brochures, Email Marketing, Proofreading, Text Editing, Nonprofits, Office Management, Phone Etiquette, Multi-line Phone, Event Planning, Sociology, Museums, Retail, Managed Money, Higher Education, High degree of..., Administrative Work, Office Administration, Project Management, Marketing Communications, Social Media Marketing
Education
Northeastern University 2014 — 2016
Master of Science (M.S.), Non-Profit/Public/Organizational Management
Metropolitan State University of Denver 2007 — 2010
Bachelor of Arts (B.A.), Sociology
Personal Capital March 2015 - Present
Edward Jones November 2013 - March 2015
Cavanaugh Flight Musem May 2011 - November 2013
Skills
Customer Service, Organized Multi-tasker, Meet Deadlines, Oral & Written..., Client Rapport, Interpersonal Skill, Highly responsible, Motivated self-starter, Solutions Focused, Goal Oriented, Microsoft Office, Constant Contact, MailChimp, Social Networking, Drafting Correspondence, Report Writing, Management, Information Systems, Membership Development, Member Relations, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Non-profit Leadership, Grant Preparation, Marketing, Inventory Control, Purchase Orders, Hiring Employees, Brochures, Email Marketing, Proofreading, Text Editing, Nonprofits, Office Management, Phone Etiquette, Multi-line Phone, Event Planning, Sociology, Museums, Retail, Managed Money, Higher Education, High degree of..., Administrative Work, Office Administration, Project Management, Marketing Communications, Social Media Marketing
Education
Northeastern University 2014 — 2016
Master of Science (M.S.), Non-Profit/Public/Organizational Management
Metropolitan State University of Denver 2007 — 2010
Bachelor of Arts (B.A.), Sociology
Sara Andres Sara Andres's Edward Jones Experience April 2012 - April 2013
Job Interior Designer
Industry Furniture
Experience
Arhaus Furniture October 2015 - Present
Nestlé Purina North America contracted through Zero Chaos May 2013 - November 2014
Edward Jones April 2012 - April 2013
Interior Design November 2010 - April 2012
Arcturis June 1996 - November 2010
Skills
AutoCAD, CAFM, Facilities Management, Space planning, Furniture, Revit, Access, Design Research, Interior Architecture, Interior Design, Move Management, Project Management, Submittals, Space Planning, Construction Management, Contract Negotiation
Education
Miami University 1989 — 1993
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Villa Duchesne 1983 — 1989
Graduated, General Studies
Arhaus Furniture October 2015 - Present
Nestlé Purina North America contracted through Zero Chaos May 2013 - November 2014
Edward Jones April 2012 - April 2013
Interior Design November 2010 - April 2012
Arcturis June 1996 - November 2010
Skills
AutoCAD, CAFM, Facilities Management, Space planning, Furniture, Revit, Access, Design Research, Interior Architecture, Interior Design, Move Management, Project Management, Submittals, Space Planning, Construction Management, Contract Negotiation
Education
Miami University 1989 — 1993
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Villa Duchesne 1983 — 1989
Graduated, General Studies
Adam Besand, CPA's Edward Jones Experience July 2015 - Present
Job Financial Advisory Services
Industry Financial Services
Experience
Edward Jones July 2015 - Present
EY February 2014 - July 2015
PwC November 2012 - January 2014
Navigant Consulting October 2003 - October 2012
KPMG July 2003 - October 2003
Skills
Performance Improvement, Dispute Resolution, Risk Management, Business Process..., Forensic Accounting, Litigation Consulting, Turn Around Management, Business Process..., Strategic Consulting, Acquisition Integration, Enterprise Risk..., Financial Services, Restructuring, Management Consulting, Business Valuation, Due Diligence, Consulting, Management
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Master's Degree, Accounting
Miami University 1998 — 2002
Bachelor's Degree, Accounting
Edward Jones July 2015 - Present
EY February 2014 - July 2015
PwC November 2012 - January 2014
Navigant Consulting October 2003 - October 2012
KPMG July 2003 - October 2003
Skills
Performance Improvement, Dispute Resolution, Risk Management, Business Process..., Forensic Accounting, Litigation Consulting, Turn Around Management, Business Process..., Strategic Consulting, Acquisition Integration, Enterprise Risk..., Financial Services, Restructuring, Management Consulting, Business Valuation, Due Diligence, Consulting, Management
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Master's Degree, Accounting
Miami University 1998 — 2002
Bachelor's Degree, Accounting
Valerie D'Apolito Valerie D'Apolito's Edward Jones Experience September 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2001 - Present
Skills
Mutual Funds, Financial Assessment, Financial Strategies, Portfolio Review, Education Savings, Equity Investments, Individual Retirement..., Insurance, Retirement Plan..., Business Retirement..., Annuities
Education
Michigan State University
Bachelor of Science (BS)
Youngstown State University
Master of Business Administration (MBA)
Edward Jones September 2001 - Present
Skills
Mutual Funds, Financial Assessment, Financial Strategies, Portfolio Review, Education Savings, Equity Investments, Individual Retirement..., Insurance, Retirement Plan..., Business Retirement..., Annuities
Education
Michigan State University
Bachelor of Science (BS)
Youngstown State University
Master of Business Administration (MBA)
Matthew Golba Matthew Golba's Edward Jones Experience 2007 - 2011
Job Independent Financial Advisor
Industry Financial Services
Experience
Golba Financial Group 2012 - Present
Edward Jones 2007 - 2011
Skills
Investments, Retirement Planning, Wealth Management, Estate Tax Planning, Alternative Investments, Personal Financial..., 401k, Qualified Retirement..., Financial Planning, Investing, Client Consultation, Portfolio Management, Life Insurance, Disability Insurance, Exchange Traded Funds, Social Security Planning, REITs, Mutual Funds, Stocks, Trust Accounts, Traditional & Roth IRAs, Asset Management, Professional..., Community Education, Strategic Planning, Problem Solving, Clear Communication
Education
Michigan State University 2004 — 2007
Bachelor's degree
Golba Financial Group 2012 - Present
Edward Jones 2007 - 2011
Skills
Investments, Retirement Planning, Wealth Management, Estate Tax Planning, Alternative Investments, Personal Financial..., 401k, Qualified Retirement..., Financial Planning, Investing, Client Consultation, Portfolio Management, Life Insurance, Disability Insurance, Exchange Traded Funds, Social Security Planning, REITs, Mutual Funds, Stocks, Trust Accounts, Traditional & Roth IRAs, Asset Management, Professional..., Community Education, Strategic Planning, Problem Solving, Clear Communication
Education
Michigan State University 2004 — 2007
Bachelor's degree
Jonathan C. Mauffray Jonathan C. Mauffray's Edward Jones Experience July 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2010 - Present
AT&T Advertising Solutions January 2004 - July 2010
LocalEdge February 2001 - January 2004
US Navy June 1995 - June 2000
Skills
Customer Service, Advertising, Marketing, Team Building, Strategic Planning, Social Media Marketing, Online Advertising, Social Media, Microsoft Office, Public Speaking
Education
Midlands Technical College 1993 — 1995
Criminal Justice
Edward Jones July 2010 - Present
AT&T Advertising Solutions January 2004 - July 2010
LocalEdge February 2001 - January 2004
US Navy June 1995 - June 2000
Skills
Customer Service, Advertising, Marketing, Team Building, Strategic Planning, Social Media Marketing, Online Advertising, Social Media, Microsoft Office, Public Speaking
Education
Midlands Technical College 1993 — 1995
Criminal Justice
Larry Valentine Larry Valentine's Edward Jones Experience 2012 - 2013
Job Secondary Marketing
Industry Financial Services
Experience
Cardinal Financial, LP 2014 - Present
CertusBank 2013 - 2014
Edward Jones 2012 - 2013
Brightgreen Home Loans, Inc 2009 - 2011
EquiFirst Corporation, Barclays Bank PLC 2005 - 2009
EquiFirst Corporation, Barclays Bank PLC 2004 - 2005
EquiFirst Corporation, Barclays Bank PLC 2002 - 2004
EquiFirst Corporation, Barclays Bank PLC 1998 - 2002
Skills
Underwriting, Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Residential Mortgages, Credit, FHA, Leadership, Portfolio Management, Finance, Credit Risk, Investments, Risk Management, Strategy, Relationship Management, Refinance, Business Development, Analysis, Secondary Mortgage..., Capital Markets
Education
Miami University
BA, Political Science
Cardinal Financial, LP 2014 - Present
CertusBank 2013 - 2014
Edward Jones 2012 - 2013
Brightgreen Home Loans, Inc 2009 - 2011
EquiFirst Corporation, Barclays Bank PLC 2005 - 2009
EquiFirst Corporation, Barclays Bank PLC 2004 - 2005
EquiFirst Corporation, Barclays Bank PLC 2002 - 2004
EquiFirst Corporation, Barclays Bank PLC 1998 - 2002
Skills
Underwriting, Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Residential Mortgages, Credit, FHA, Leadership, Portfolio Management, Finance, Credit Risk, Investments, Risk Management, Strategy, Relationship Management, Refinance, Business Development, Analysis, Secondary Mortgage..., Capital Markets
Education
Miami University
BA, Political Science
Andrew Waltke, CFA Andrew Waltke, CFA's Edward Jones Experience October 2012 - Present
Job Director, Investment Banking
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Edward Jones October 2011 - September 2012
Edward Jones June 2009 - October 2011
Edward Jones June 2008 - June 2009
Skills
Corporate Finance, Financial Analysis, Investment Banking, Series 7, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Securities, Equities
Education
Miami University 2004 — 2008
BS, Finance & Accounting
Edward Jones October 2012 - Present
Edward Jones October 2011 - September 2012
Edward Jones June 2009 - October 2011
Edward Jones June 2008 - June 2009
Skills
Corporate Finance, Financial Analysis, Investment Banking, Series 7, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Securities, Equities
Education
Miami University 2004 — 2008
BS, Finance & Accounting
Bethel Coleman Ellis Bethel Coleman Ellis's Edward Jones Experience January 2006 - December 2010
Job Financial Adviser
Industry Financial Services
Experience
The Tennessee Investment Services located at The Tennessee Credit Union 2011 - Present
Hendersonville Rotary Club July 2013 - June 2014
Hendersonville Rotary Club July 2012 - June 2013
Edward Jones January 2006 - December 2010
The Delta January 2000 - August 2005
Education
Middle Tennessee State University 1992 — 1997
The Tennessee Investment Services located at The Tennessee Credit Union 2011 - Present
Hendersonville Rotary Club July 2013 - June 2014
Hendersonville Rotary Club July 2012 - June 2013
Edward Jones January 2006 - December 2010
The Delta January 2000 - August 2005
Education
Middle Tennessee State University 1992 — 1997
Larry Haskins Larry Haskins's Edward Jones Experience February 2003 - February 2005
Job Regional Manager at Terminix
Industry Consumer Services
Experience
Terminix July 2014 - Present
Terminix November 2012 - June 2014
Terminix April 2005 - October 2011
Edward Jones February 2003 - February 2005
American Airlines April 1990 - January 2003
Skills
Customer Retention, Operations Management, Team Building, Income Statement, Integration, Customer Satisfaction, Training, Leadership, Sales, Employee Relations, Management, Customer Service, Profit, Inventory Management, P&L Management, Time Management, Fleet Management, Hiring, Performance Management, Cross-functional Team..., New Business Development, Strategic Planning, Account Management, Contract Negotiation, Process Improvement, Sales Management, Recruiting, B2B, Customer Experience, Inventory Control, P&L, Pest Control, Selling, Forecasting, Call Centers, Budgets, Negotiation, Sales Process, Direct Sales, Sales Operations, Coaching, Team Leadership, Strategy, Vendor Management, Cold Calling, Purchasing
Education
Middle Tennessee State University 1986 — 1990
Bachelor of Science (BS), Computer Science
Terminix July 2014 - Present
Terminix November 2012 - June 2014
Terminix April 2005 - October 2011
Edward Jones February 2003 - February 2005
American Airlines April 1990 - January 2003
Skills
Customer Retention, Operations Management, Team Building, Income Statement, Integration, Customer Satisfaction, Training, Leadership, Sales, Employee Relations, Management, Customer Service, Profit, Inventory Management, P&L Management, Time Management, Fleet Management, Hiring, Performance Management, Cross-functional Team..., New Business Development, Strategic Planning, Account Management, Contract Negotiation, Process Improvement, Sales Management, Recruiting, B2B, Customer Experience, Inventory Control, P&L, Pest Control, Selling, Forecasting, Call Centers, Budgets, Negotiation, Sales Process, Direct Sales, Sales Operations, Coaching, Team Leadership, Strategy, Vendor Management, Cold Calling, Purchasing
Education
Middle Tennessee State University 1986 — 1990
Bachelor of Science (BS), Computer Science
Tom Aubrey Tom Aubrey's Edward Jones Experience October 2008 - Present
Job Financial Advisor with Edward Jones
Industry Investment Management
Experience
Edward Jones October 2008 - Present
Ford Motor Company May 2000 - October 2008
Skills
Retirement Planning
Education
Michigan State University 1996 — 2000
Michigan State University - The Eli Broad College of Business 1996 — 2000
Supply Chain Management, Business
Edward Jones October 2008 - Present
Ford Motor Company May 2000 - October 2008
Skills
Retirement Planning
Education
Michigan State University 1996 — 2000
Michigan State University - The Eli Broad College of Business 1996 — 2000
Supply Chain Management, Business
Courtney McKelvy's Edward Jones Experience August 2012 - Present
Job Office Administration | Operations & Logistics | Workflow Management | SOPs | PM | Cost Control | Process Improvement
Industry Entertainment
Experience
Edward Jones August 2012 - Present
Starkey Productions April 2006 - April 2012
Starkey Productions April 2005 - April 2006
Fieldwork Denver October 2002 - August 2004
Skills
Event Planning, Event Management, Social Media, Customer Service, Project Management, Microsoft Office, PowerPoint, Microsoft Excel, Corporate Events, Microsoft Word, Quality Control, Client & Vendor..., Training, Cross-Functional Teams, Account Management, Budgets, Cross-functional Team..., Customer Satisfaction, Hospitality, Logistics, Management, Payroll
Education
Metropolitan State University of Denver 2002 — 2008
Bachelors of Science, Management
Edward Jones August 2012 - Present
Starkey Productions April 2006 - April 2012
Starkey Productions April 2005 - April 2006
Fieldwork Denver October 2002 - August 2004
Skills
Event Planning, Event Management, Social Media, Customer Service, Project Management, Microsoft Office, PowerPoint, Microsoft Excel, Corporate Events, Microsoft Word, Quality Control, Client & Vendor..., Training, Cross-Functional Teams, Account Management, Budgets, Cross-functional Team..., Customer Satisfaction, Hospitality, Logistics, Management, Payroll
Education
Metropolitan State University of Denver 2002 — 2008
Bachelors of Science, Management
Erik Lundy Erik Lundy's Edward Jones Experience May 1997 - February 2010
Job Financial Advisor/Retirement Specialist at Lundy Financial Services
Industry Financial Services
Experience
Lundy Financial Services February 2010 - Present
Edward Jones May 1997 - February 2010
Skills
529 Plans, 401k Rollovers, Roth IRA, Traditional IRA, Variable Annuities, 401k, Retirement Planning, Mutual Funds, Unit Investment Trusts, Working with Small..., Long Term Care Insurance, Licensed Life & Health..., College Education..., Certificates of Deposit, Stocks, Treasury Securities, Convertible Bonds, Money Market Funds, Zero Coupon Bonds, Corporate Bonds, Municipal Bonds, Government Securities, Mortgage Backed...
Education
Michigan State University 1985 — 1989
Bachelor of Applied Science (BASc), Foodservice Systems Administration/Management
Lundy Financial Services February 2010 - Present
Edward Jones May 1997 - February 2010
Skills
529 Plans, 401k Rollovers, Roth IRA, Traditional IRA, Variable Annuities, 401k, Retirement Planning, Mutual Funds, Unit Investment Trusts, Working with Small..., Long Term Care Insurance, Licensed Life & Health..., College Education..., Certificates of Deposit, Stocks, Treasury Securities, Convertible Bonds, Money Market Funds, Zero Coupon Bonds, Corporate Bonds, Municipal Bonds, Government Securities, Mortgage Backed...
Education
Michigan State University 1985 — 1989
Bachelor of Applied Science (BASc), Foodservice Systems Administration/Management
Bryn Steele Bryn Steele's Edward Jones Experience December 2000 - October 2012
Job Experienced Office Administrator
Industry Financial Services
Experience
Edward Jones December 2000 - October 2012
U.S. Bank 1996 - December 2000
Skills
Retirement Planning, Customer Satisfaction, Outlook, Management, Data Entry, Employee Training, Customer Service, Administration, Account Management, PowerPoint, Microsoft Word, Spreadsheets, Finance, Customer Retention, Fax, Filing, Credit
Education
Metropolitan State College of Denver 1996 — 2004
Bachelor's degree, Marketing
Edward Jones December 2000 - October 2012
U.S. Bank 1996 - December 2000
Skills
Retirement Planning, Customer Satisfaction, Outlook, Management, Data Entry, Employee Training, Customer Service, Administration, Account Management, PowerPoint, Microsoft Word, Spreadsheets, Finance, Customer Retention, Fax, Filing, Credit
Education
Metropolitan State College of Denver 1996 — 2004
Bachelor's degree, Marketing
Klay Vehring Klay Vehring's Edward Jones Experience December 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Management, Risk Management, Insurance, Finance, Financial Modeling, Analysis, Due Diligence, Process Improvement, Data Analysis, Leadership, Strategic Planning
Education
Michigan Technological University
Master's degree, Environmental Science
Edward Jones December 2010 - Present
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Management, Risk Management, Insurance, Finance, Financial Modeling, Analysis, Due Diligence, Process Improvement, Data Analysis, Leadership, Strategic Planning
Education
Michigan Technological University
Master's degree, Environmental Science
Jeffery Thompson, CFP® Jeffery Thompson, CFP®'s Edward Jones Experience October 2011 - December 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments January 2012 - January 2014
Edward Jones October 2011 - December 2012
Skills
Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Investments, Series 7, series 66, Securities, Retirement Planning, Wealth Management, Insurance
Education
Miami University 2005 — 2010
Bachelor of Science (BS), Finance, General
Fidelity Investments February 2014 - Present
Fidelity Investments January 2012 - January 2014
Edward Jones October 2011 - December 2012
Skills
Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Investments, Series 7, series 66, Securities, Retirement Planning, Wealth Management, Insurance
Education
Miami University 2005 — 2010
Bachelor of Science (BS), Finance, General
Jim Crichton Jim Crichton's Edward Jones Experience May 2008 - April 2009
Job A Human Swiss Army Knife Engineered To Optimize Your Bottom Line
Industry Textiles
Experience
ADP April 2015 - Present
UniFirst Corporation July 2013 - April 2015
UniFirst Corporation September 2012 - July 2013
Sunflower Roofing January 2010 - September 2012
Orbit Medical June 2009 - December 2009
Edward Jones May 2008 - April 2009
Standard Beverage Corporation 2006 - 2008
Skills
Sales Operations, Sales, Account Management, Sales Management, Forecasting, New Business Development, Marketing, Customer Service, Inventory Management, Negotiation, Marketing Strategy, Strategic Planning, Program Management, Team Building, Customer Satisfaction, Leadership, Sales Process, Sales Presentations, Cold Calling, Direct Sales, B2B, Business Development, Pricing, Key Account Management, Salesforce.com, Key Account Development, Market Planning, Management, Training, Customer Retention, Team Leadership, Contract Negotiation, Time Management
Education
Miami University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Athletic Training
St. Thomas Aquinas 1996 — 2000
ADP April 2015 - Present
UniFirst Corporation July 2013 - April 2015
UniFirst Corporation September 2012 - July 2013
Sunflower Roofing January 2010 - September 2012
Orbit Medical June 2009 - December 2009
Edward Jones May 2008 - April 2009
Standard Beverage Corporation 2006 - 2008
Skills
Sales Operations, Sales, Account Management, Sales Management, Forecasting, New Business Development, Marketing, Customer Service, Inventory Management, Negotiation, Marketing Strategy, Strategic Planning, Program Management, Team Building, Customer Satisfaction, Leadership, Sales Process, Sales Presentations, Cold Calling, Direct Sales, B2B, Business Development, Pricing, Key Account Management, Salesforce.com, Key Account Development, Market Planning, Management, Training, Customer Retention, Team Leadership, Contract Negotiation, Time Management
Education
Miami University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Athletic Training
St. Thomas Aquinas 1996 — 2000
Dylan Savage Dylan Savage's Edward Jones Experience February 2010 - January 2011
Job Home Loan Specialist at Churchill Mortgage
Industry Real Estate
Experience
Churchill Mortgage Corporation NMLS # 1591 July 2015 - Present
Uber September 2014 - Present
Lyft September 2014 - Present
Cross Country Mortgage Corp January 2015 - July 2015
loanDepot July 2014 - October 2014
Churchill Mortgage November 2011 - July 2014
Portrait Innovations September 2011 - March 2012
PayJunction August 2011 - February 2012
SunTrust Bank June 2010 - October 2011
Edward Jones February 2010 - January 2011
Skills
Sales, Mortgage Lending, Customer Service, Loan Origination, Mortgage Banking, Leadership, Real Estate, Credit, Insurance, FHA financing, Salesforce.com, Direct Sales, Management, Strategic Financial..., FHA, Photoshop, Graphic Design, Sales Management
Education
University of Phoenix 2006 — 2008
Associates, Business Management
Middle Tennessee State University 2001 — 2002
General, Business
Ezell Harding Christian School 1998 — 2001
Diploma, High School
Churchill Mortgage Corporation NMLS # 1591 July 2015 - Present
Uber September 2014 - Present
Lyft September 2014 - Present
Cross Country Mortgage Corp January 2015 - July 2015
loanDepot July 2014 - October 2014
Churchill Mortgage November 2011 - July 2014
Portrait Innovations September 2011 - March 2012
PayJunction August 2011 - February 2012
SunTrust Bank June 2010 - October 2011
Edward Jones February 2010 - January 2011
Skills
Sales, Mortgage Lending, Customer Service, Loan Origination, Mortgage Banking, Leadership, Real Estate, Credit, Insurance, FHA financing, Salesforce.com, Direct Sales, Management, Strategic Financial..., FHA, Photoshop, Graphic Design, Sales Management
Education
University of Phoenix 2006 — 2008
Associates, Business Management
Middle Tennessee State University 2001 — 2002
General, Business
Ezell Harding Christian School 1998 — 2001
Diploma, High School
Doug Gordon Doug Gordon's Edward Jones Experience September 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Lifetouch 2002 - 2008
Skills
401k Rollovers, IRA's, Stocks, Bonds, Retirement Planning, Retirement Income..., 529 Plans, Annuities, Mutual Funds, Investment Advisory..., 401k, Saving for Education, Long-term Care, Roth IRA, ETFs, Life Insurance
Education
Michigan State University 1997 — 2002
BA, Business Administration, Business Management
Edward Jones September 2008 - Present
Lifetouch 2002 - 2008
Skills
401k Rollovers, IRA's, Stocks, Bonds, Retirement Planning, Retirement Income..., 529 Plans, Annuities, Mutual Funds, Investment Advisory..., 401k, Saving for Education, Long-term Care, Roth IRA, ETFs, Life Insurance
Education
Michigan State University 1997 — 2002
BA, Business Administration, Business Management
Tony Wieber Tony Wieber's Edward Jones Experience October 2013 - February 2014
Job Account Coordinator Service Sales at AAM American Axle & Manufacturing
Industry Automotive
Experience
AAM - American Axle & Manufacturing March 2015 - Present
Grand Ledge Public Schools August 2014 - March 2015
San Diego Padres June 2012 - July 2014
Edward Jones October 2013 - February 2014
Capital City Baseball Kingdom September 2012 - January 2014
Michigan State University August 2009 - June 2012
Skills
Baseball, Professional Sports, Sports, Athletics, Intercollegiate..., Social Media, Sports Coaching, Goal Oriented, Leadership, Teamwork, Teaching, Experience Working with..., Time Management, PowerPoint
Education
Michigan State University 2009 — 2014
Bachelor of Arts (B.A.), Advertising
Grand Ledge High School 2005 — 2009
AAM - American Axle & Manufacturing March 2015 - Present
Grand Ledge Public Schools August 2014 - March 2015
San Diego Padres June 2012 - July 2014
Edward Jones October 2013 - February 2014
Capital City Baseball Kingdom September 2012 - January 2014
Michigan State University August 2009 - June 2012
Skills
Baseball, Professional Sports, Sports, Athletics, Intercollegiate..., Social Media, Sports Coaching, Goal Oriented, Leadership, Teamwork, Teaching, Experience Working with..., Time Management, PowerPoint
Education
Michigan State University 2009 — 2014
Bachelor of Arts (B.A.), Advertising
Grand Ledge High School 2005 — 2009
Bruce Fowler's Edward Jones Experience June 2009 - March 2010
Job Real Estate Consultant at Keller Williams Realty
Industry Government Administration
Experience
Keller Williams Realty February 2010 - Present
Edward Jones June 2009 - March 2010
Pittsfield Charter Township April 2005 - March 2009
McKenna Associates, Inc., Planning Consultants March 1995 - April 2005
City of Kansas City, MO December 1975 - March 1995
County of Bucks October 1969 - November 1975
Skills
Real Estate, Urban Planning, Strategic Planning, Zoning, Community Development, Customer Relations, Economic Development, Land Use, Sustainability, Writing, Real Estate Development, Land Use Planning, Urban Design, Negotiation, Residential Homes, Urban, Project Planning, Redevelopment, Entitlements, Affordable Housing, Land Development, Site Planning, Land Acquisition, Mixed-use, New Urbanism, Historic Preservation, Urban Redevelopment, Downtown, Transit-oriented..., Placemaking, Neighborhood Planning, Site Plans, Real Estate Economics, Real Estate Transactions, Single Family Homes, Feasibility Studies, Commercial Real Estate, Property, Real Property, HUD, Leases, Real Estate Financing, Location Intelligence
Education
The University of Kansas 1977 — 1981
Master of Urban and Regional Planning, Urban design, housing, comprehensive planning
Miami University 1963 — 1967
Bachelor of Arts, Architecture
Keller Williams Realty February 2010 - Present
Edward Jones June 2009 - March 2010
Pittsfield Charter Township April 2005 - March 2009
McKenna Associates, Inc., Planning Consultants March 1995 - April 2005
City of Kansas City, MO December 1975 - March 1995
County of Bucks October 1969 - November 1975
Skills
Real Estate, Urban Planning, Strategic Planning, Zoning, Community Development, Customer Relations, Economic Development, Land Use, Sustainability, Writing, Real Estate Development, Land Use Planning, Urban Design, Negotiation, Residential Homes, Urban, Project Planning, Redevelopment, Entitlements, Affordable Housing, Land Development, Site Planning, Land Acquisition, Mixed-use, New Urbanism, Historic Preservation, Urban Redevelopment, Downtown, Transit-oriented..., Placemaking, Neighborhood Planning, Site Plans, Real Estate Economics, Real Estate Transactions, Single Family Homes, Feasibility Studies, Commercial Real Estate, Property, Real Property, HUD, Leases, Real Estate Financing, Location Intelligence
Education
The University of Kansas 1977 — 1981
Master of Urban and Regional Planning, Urban design, housing, comprehensive planning
Miami University 1963 — 1967
Bachelor of Arts, Architecture
Jake Sutton's Edward Jones Experience April 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2006 - Present
Education
Michigan State University - The Eli Broad College of Business 1996 — 2000
Edward Jones April 2006 - Present
Education
Michigan State University - The Eli Broad College of Business 1996 — 2000
Richard Shelley Richard Shelley's Edward Jones Experience 1993 - 2004
Job Senior Financial Advisor at Shelley Financial Group ~ Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Shelley Financial Group December 2004 - Present
Edward Jones 1993 - 2004
Education
Miami University
BA, Psychology
University of Cincinnati
M. Ed., Special Education
Shelley Financial Group December 2004 - Present
Edward Jones 1993 - 2004
Education
Miami University
BA, Psychology
University of Cincinnati
M. Ed., Special Education
Natalie Brinkman, AAMS Natalie Brinkman, AAMS's Edward Jones Experience June 2005 - February 2012
Job LPL Financial Advisor & LPL Branch Manager at TurnKey Financial Mgmt LLC, Wealth Manager
Industry Financial Services
Experience
LPL Financial February 2012 - Present
Edward Jones June 2005 - February 2012
Piper Jaffray 1998 - 2005
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Investments, Financial Planning, Bonds, Retirement Planning, Series 7, Strategic Financial...
Education
University of Minnesota-Twin Cities
Metropolitan State University
Queens College
LPL Financial February 2012 - Present
Edward Jones June 2005 - February 2012
Piper Jaffray 1998 - 2005
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Investments, Financial Planning, Bonds, Retirement Planning, Series 7, Strategic Financial...
Education
University of Minnesota-Twin Cities
Metropolitan State University
Queens College
Drake Zimmerman Drake Zimmerman's Edward Jones Experience October 1982 - January 1985
Job Financial Planner
Industry Financial Services
Experience
First Allied Securities, Inc. Member FINRA/SIPC April 1983 - Present
Zimmerman & Armstrong Investment Advisors, Inc January 1982 - Present
Edward Jones October 1982 - January 1985
Wayne Township Relief Office, Richmond, IN September 1977 - July 1978
Skills
Wealth, Investments, Retirement Planning, Estate Planning, Retirement, Financial Advisory, Financial Planners, Series 7, Asset Allocation, Strategic Financial..., IRAs, Fixed Annuities, Securities, Portfolio Management, Asset Managment
Education
University of Iowa College of Law 1978 — 1981
Doctor of Law (JD), Tax Law/Taxation
Middlebury College 1976 — 1977
Master of Arts (MA), German Language and Literature
First Allied Securities, Inc. Member FINRA/SIPC April 1983 - Present
Zimmerman & Armstrong Investment Advisors, Inc January 1982 - Present
Edward Jones October 1982 - January 1985
Wayne Township Relief Office, Richmond, IN September 1977 - July 1978
Skills
Wealth, Investments, Retirement Planning, Estate Planning, Retirement, Financial Advisory, Financial Planners, Series 7, Asset Allocation, Strategic Financial..., IRAs, Fixed Annuities, Securities, Portfolio Management, Asset Managment
Education
University of Iowa College of Law 1978 — 1981
Doctor of Law (JD), Tax Law/Taxation
Middlebury College 1976 — 1977
Master of Arts (MA), German Language and Literature
Tim Burress, AAMS® Tim Burress, AAMS®'s Edward Jones Experience July 2005 - November 2012
Job Owner, Financial Advisor at Solid Rock Financial Planning, PLC
Industry Financial Services
Experience
Solid Rock Financial Planning, PLC November 2012 - Present
Edward Jones July 2005 - November 2012
Merrill Lynch September 1999 - March 2001
Skills
Finance, Investments, Strategic Financial..., Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Customer Service, Negotiation, Management, Keynote, PowerPoint, Microsoft Office, English, Windows, Budgets, Strategic Planning, Editing, iPad, iPhone, OS X, Leadership, Mac OS X, Bible Study
Education
Miami University
Solid Rock Financial Planning, PLC November 2012 - Present
Edward Jones July 2005 - November 2012
Merrill Lynch September 1999 - March 2001
Skills
Finance, Investments, Strategic Financial..., Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Customer Service, Negotiation, Management, Keynote, PowerPoint, Microsoft Office, English, Windows, Budgets, Strategic Planning, Editing, iPad, iPhone, OS X, Leadership, Mac OS X, Bible Study
Education
Miami University
Casey Donovan Casey Donovan's Edward Jones Experience June 2009 - August 2010
Job Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2014 - Present
John Hancock Investments July 2011 - February 2014
BTS Asset Management August 2010 - July 2011
Edward Jones June 2009 - August 2010
Skills
Mutual Funds, Investments, Series 7, Finance, Retirement Planning, Series 63, Wealth Management, Management, Financial Services, Asset Management
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
John Hancock Investments March 2014 - Present
John Hancock Investments July 2011 - February 2014
BTS Asset Management August 2010 - July 2011
Edward Jones June 2009 - August 2010
Skills
Mutual Funds, Investments, Series 7, Finance, Retirement Planning, Series 63, Wealth Management, Management, Financial Services, Asset Management
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
Doug Drenckpohl Doug Drenckpohl's Edward Jones Experience September 2002 - September 2006
Job Regional Advisory Consultant at National Planning Holding
Industry Financial Services
Experience
Jackson January 2014 - Present
Jackson August 2010 - December 2013
Jackson March 2008 - August 2011
H&R Block Financial Services September 2006 - March 2008
Edward Jones September 2002 - September 2006
Alcatel-Lucent July 2000 - August 2002
Alcatel-Lucent July 1998 - April 2000
Alcatel-Lucent June 1997 - July 1998
Alcatel-Lucent May 1996 - June 1997
Alcatel-Lucent January 1995 - May 1996
Skills
Business Development, Financial Advisory, Consultative Sales..., Sales, Annuities, Series 7, Series 66, Wealth Management, Salesforce.com, Asset Management, Product Launch, Portfolio Management, Fixed Annuities, Financial Services, Investments, Mutual Funds, CRM
Education
University of Michigan 1991 — 1993
MBA, Marketing
Miami University 1984 — 1988
BA, Economics and German
Jackson January 2014 - Present
Jackson August 2010 - December 2013
Jackson March 2008 - August 2011
H&R Block Financial Services September 2006 - March 2008
Edward Jones September 2002 - September 2006
Alcatel-Lucent July 2000 - August 2002
Alcatel-Lucent July 1998 - April 2000
Alcatel-Lucent June 1997 - July 1998
Alcatel-Lucent May 1996 - June 1997
Alcatel-Lucent January 1995 - May 1996
Skills
Business Development, Financial Advisory, Consultative Sales..., Sales, Annuities, Series 7, Series 66, Wealth Management, Salesforce.com, Asset Management, Product Launch, Portfolio Management, Fixed Annuities, Financial Services, Investments, Mutual Funds, CRM
Education
University of Michigan 1991 — 1993
MBA, Marketing
Miami University 1984 — 1988
BA, Economics and German
Brent McKellar's Edward Jones Experience 2007 - 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2010 - Present
Edward Jones 2007 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Financial Planning, Portfolio Management, Asset Management, Mutual Funds, Trusts, IRAs, Fixed Annuities, Variable Annuities
Education
Michigan State University 1995 — 1999
BA, History
TD Ameritrade 2010 - Present
Edward Jones 2007 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Financial Planning, Portfolio Management, Asset Management, Mutual Funds, Trusts, IRAs, Fixed Annuities, Variable Annuities
Education
Michigan State University 1995 — 1999
BA, History
Mark Aldridge, CFP®, CFA, ChFC Mark Aldridge, CFP®, CFA, ChFC's Edward Jones Experience October 1998 - June 2005
Job Owner, Aldridge Financial Consultants, LLC
Industry Financial Services
Experience
Aldridge Financial Consultants, LLC/Financial Advisor, Raymond James Financial Services June 2005 - Present
Upper Arlington LifeLong Learning Program January 1999 - January 2009
Edward Jones October 1998 - June 2005
Waller Financial Planning Group September 1990 - August 1998
Robert J Oberst, Sr & Assoc. January 1986 - January 1989
Crossroads Financial Group/Connecticut Mutua January 1984 - January 1985
Financial Planning Consultants January 1983 - January 1984
Skills
Retirement Planning, Investment Management, Personal Financial..., Retirement, Investments, Financial Advisory, Financial Planning, Estate Planning, Finance, Series 7, Investment Strategies, Fixed Annuities, 401k, Securities, Disability Insurance, Long-term Care, Strategic Planning, Management, Long Term Care Insurance, Mutual Funds, Wealth Management, Asset Allocation, Financial Analysis
Education
Miami University 1979 — 1983
Bachelor of Science (B.S.)
Lemon Monroe High School 1976 — 1979
Aldridge Financial Consultants, LLC/Financial Advisor, Raymond James Financial Services June 2005 - Present
Upper Arlington LifeLong Learning Program January 1999 - January 2009
Edward Jones October 1998 - June 2005
Waller Financial Planning Group September 1990 - August 1998
Robert J Oberst, Sr & Assoc. January 1986 - January 1989
Crossroads Financial Group/Connecticut Mutua January 1984 - January 1985
Financial Planning Consultants January 1983 - January 1984
Skills
Retirement Planning, Investment Management, Personal Financial..., Retirement, Investments, Financial Advisory, Financial Planning, Estate Planning, Finance, Series 7, Investment Strategies, Fixed Annuities, 401k, Securities, Disability Insurance, Long-term Care, Strategic Planning, Management, Long Term Care Insurance, Mutual Funds, Wealth Management, Asset Allocation, Financial Analysis
Education
Miami University 1979 — 1983
Bachelor of Science (B.S.)
Lemon Monroe High School 1976 — 1979
Vinod Gadhia Vinod Gadhia's Edward Jones Experience January 2006 - March 2010
Job Treasurer at Friends of Simsbury Public Library
Industry Management Consulting
Experience
Friends of Simsbury Public Library June 2012 - Present
Applied Management Associates April 2010 - Present
Edward Jones January 2006 - March 2010
Simsbury Granby Rotary Club 2007 - 2010
Simsbury Chamber of Commerce 1982 - 2010
Simsbury Library Expansion Plan 2006 - 2006
The Hartford 1997 - 2005
Organization Development Network 1995 - 1999
Applied Management Associates October 1982 - June 1997
The O'Neill Group, LLC 1992 - 1992
Skills
Coaching, Change Management, Business Strategy, Investments, Portfolio Management, Organizational..., Leadership Development, Business Planning, Strategic Planning, Leadership, Mergers & Acquisitions, Management, Business Process..., Strategy
Education
Great Decisions 2010 — 2013
Oregon State University 1969 — 1971
Michigan State University
Bachelor of Science
Friends of Simsbury Public Library June 2012 - Present
Applied Management Associates April 2010 - Present
Edward Jones January 2006 - March 2010
Simsbury Granby Rotary Club 2007 - 2010
Simsbury Chamber of Commerce 1982 - 2010
Simsbury Library Expansion Plan 2006 - 2006
The Hartford 1997 - 2005
Organization Development Network 1995 - 1999
Applied Management Associates October 1982 - June 1997
The O'Neill Group, LLC 1992 - 1992
Skills
Coaching, Change Management, Business Strategy, Investments, Portfolio Management, Organizational..., Leadership Development, Business Planning, Strategic Planning, Leadership, Mergers & Acquisitions, Management, Business Process..., Strategy
Education
Great Decisions 2010 — 2013
Oregon State University 1969 — 1971
Michigan State University
Bachelor of Science
Melissa (Missy) Mestrovich, CFP® Melissa (Missy) Mestrovich, CFP®'s Edward Jones Experience July 2009 - November 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Club 162 (Formerly Harry Caray's in Wrigley) July 2009 - August 2012
Edward Jones July 2009 - November 2010
Comerica June 2008 - July 2009
The Hive August 2007 - August 2008
Hooters of America August 2005 - June 2008
Skills
Finance, Banking, Training, CRM, Management, Investments, Analysis, Credit, Strategic Financial..., Time Management, Employee Training, Loans
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Michigan State University 2004 — 2008
Bachelors, Finance
Fidelity Investments January 2014 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Club 162 (Formerly Harry Caray's in Wrigley) July 2009 - August 2012
Edward Jones July 2009 - November 2010
Comerica June 2008 - July 2009
The Hive August 2007 - August 2008
Hooters of America August 2005 - June 2008
Skills
Finance, Banking, Training, CRM, Management, Investments, Analysis, Credit, Strategic Financial..., Time Management, Employee Training, Loans
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Michigan State University 2004 — 2008
Bachelors, Finance
Kimberly Brzozowski Kimberly Brzozowski's Edward Jones Experience March 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Kentwood Office Furniture July 2009 - March 2010
Smart Office Systems April 1994 - July 2009
Education
Michigan State University 1987 — 1991
BA, James Masidon College
Edward Jones March 2010 - Present
Kentwood Office Furniture July 2009 - March 2010
Smart Office Systems April 1994 - July 2009
Education
Michigan State University 1987 — 1991
BA, James Masidon College
Sean Asiala's Edward Jones Experience 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
Poly Hi Solidur 2002 - 2006
Poly Hi Solidur 2000 - 2002
Poly Hi Solidur 1996 - 2000
Skills
Retirement Planning, Investment Strategies, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Investments, Mutual Funds, Financial Advisory, Series 7, Bonds
Education
Michigan Technological University 1990 — 1995
BS, Chemical Engineering
Edward Jones 2006 - Present
Poly Hi Solidur 2002 - 2006
Poly Hi Solidur 2000 - 2002
Poly Hi Solidur 1996 - 2000
Skills
Retirement Planning, Investment Strategies, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Investments, Mutual Funds, Financial Advisory, Series 7, Bonds
Education
Michigan Technological University 1990 — 1995
BS, Chemical Engineering
Jeremy Sturgis Jeremy Sturgis's Edward Jones Experience April 2006 - December 2008
Job Branch Manager/Chase
Industry Financial Services
Experience
Algonquin Antiques & Uniques April 2012 - October 2013
JPMorgan Chase January 2009 - March 2012
Edward Jones April 2006 - December 2008
Chase Bank January 2002 - April 2006
B CO. 310 COMM BN March 1993 - February 2002
Education
Southern Illinois University, Carbondale 1998 — 2001
Middle Tennessee State University 1997 — 2001
wilson high school 1990 — 1992
Algonquin Antiques & Uniques April 2012 - October 2013
JPMorgan Chase January 2009 - March 2012
Edward Jones April 2006 - December 2008
Chase Bank January 2002 - April 2006
B CO. 310 COMM BN March 1993 - February 2002
Education
Southern Illinois University, Carbondale 1998 — 2001
Middle Tennessee State University 1997 — 2001
wilson high school 1990 — 1992
Daniel E. Eskola Daniel E. Eskola's Edward Jones Experience August 2012 - July 2013
Job Investment Professional
Industry Financial Services
Experience
Ensio Capital August 2013 - January 2015
Edward Jones August 2012 - July 2013
The Lasalle Technology Group, LLC May 2011 - August 2012
Investors Capital May 2011 - July 2011
Wells Fargo May 2010 - July 2010
Farmers Insurance August 2007 - August 2008
MDOT May 2005 - August 2006
Skills
Microsoft Office, Bloomberg Terminal, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Asset Managment, Business Analysis, Electronic Trading, Options, SQL, Capital Markets, Risk Management, Securities, Investment Banking, Entrepreneurship, Business Development, Investments, Finance
Education
Michigan Technological University 2008 — 2012
B.S. Finance, Business Administration
Calumet High School
Ensio Capital August 2013 - January 2015
Edward Jones August 2012 - July 2013
The Lasalle Technology Group, LLC May 2011 - August 2012
Investors Capital May 2011 - July 2011
Wells Fargo May 2010 - July 2010
Farmers Insurance August 2007 - August 2008
MDOT May 2005 - August 2006
Skills
Microsoft Office, Bloomberg Terminal, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Asset Managment, Business Analysis, Electronic Trading, Options, SQL, Capital Markets, Risk Management, Securities, Investment Banking, Entrepreneurship, Business Development, Investments, Finance
Education
Michigan Technological University 2008 — 2012
B.S. Finance, Business Administration
Calumet High School
Ryan Scherer Ryan Scherer's Edward Jones Experience March 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Skills
Retirement Plan..., Insurance, Roth IRA, SEP IRA, Municipal Bonds, Simple IRA, Financial Calculators, 529 Plans, ETFs, Estate Considerations, Trust Services, Mutual Funds, Corporate Bonds, Life Insurance, Traditional IRA, Certificates of Deposit, Annuities, Long Term Care Insurance, Investor Education, 401k, 457 Plans, Transfer On Death, Portfolio Reviews, 403 b, Retirement Plan Reviews, Systematic Investing, Education Savings, Stock Unit Investment..., Common Stocks
Education
Michigan State University 2006 — 2010
Bachelor's degree, Economics
Edward Jones March 2010 - Present
Skills
Retirement Plan..., Insurance, Roth IRA, SEP IRA, Municipal Bonds, Simple IRA, Financial Calculators, 529 Plans, ETFs, Estate Considerations, Trust Services, Mutual Funds, Corporate Bonds, Life Insurance, Traditional IRA, Certificates of Deposit, Annuities, Long Term Care Insurance, Investor Education, 401k, 457 Plans, Transfer On Death, Portfolio Reviews, 403 b, Retirement Plan Reviews, Systematic Investing, Education Savings, Stock Unit Investment..., Common Stocks
Education
Michigan State University 2006 — 2010
Bachelor's degree, Economics
Karen Huff-Oglesby Karen Huff-Oglesby's Edward Jones Experience September 2014 - Present
Job Service Specialist Contractor at Edward Jones
Industry Human Resources
Experience
Edward Jones September 2014 - Present
Professional Employment Group May 2012 - Present
UMB Bank March 2011 - November 2011
STATE OF COLORADO 18TH JUDICIAL DISTRICT October 2008 - December 2009
FEDERAL RESERVE BANK OF KANSAS July 1996 - June 2009
Skills
Banking, Credit, Commercial Banking, Retail Banking, Typing, 10 Key Touch, Relationship-builder..., Communication Skills, Multitasking Skills, Account Reconciliation, Research, Troubleshooting, Employee Training, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Team Leadership, Event Management, Human Resources, Office Administration, Coaching, Event Planning, Leadership, Public Speaking, Leadership Development, Training
Education
Webster University 2010 — 2012
DUAL MASTERS OF ARTS DEGREE, MANAGEMENT AND LEADERSHIP, AND HUMAN RESOURCES MANAGEMENT
Metropolitan State College of Denver 2006 — 2007
BACHELOR OF SCIENCE DEGREE, CRIMINOLOGY AND CRIMINAL JUSTICE
Edward Jones September 2014 - Present
Professional Employment Group May 2012 - Present
UMB Bank March 2011 - November 2011
STATE OF COLORADO 18TH JUDICIAL DISTRICT October 2008 - December 2009
FEDERAL RESERVE BANK OF KANSAS July 1996 - June 2009
Skills
Banking, Credit, Commercial Banking, Retail Banking, Typing, 10 Key Touch, Relationship-builder..., Communication Skills, Multitasking Skills, Account Reconciliation, Research, Troubleshooting, Employee Training, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Team Leadership, Event Management, Human Resources, Office Administration, Coaching, Event Planning, Leadership, Public Speaking, Leadership Development, Training
Education
Webster University 2010 — 2012
DUAL MASTERS OF ARTS DEGREE, MANAGEMENT AND LEADERSHIP, AND HUMAN RESOURCES MANAGEMENT
Metropolitan State College of Denver 2006 — 2007
BACHELOR OF SCIENCE DEGREE, CRIMINOLOGY AND CRIMINAL JUSTICE
Ethan M. Hoffman Ethan M. Hoffman's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Cowles House at Michigan State University August 2013 - May 2015
McDonald's Corporation May 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Customer Service, Leadership
Education
Michigan State University 2012 — 2016
Finance, General, Freshmen
Edward Jones June 2015 - Present
Cowles House at Michigan State University August 2013 - May 2015
McDonald's Corporation May 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Customer Service, Leadership
Education
Michigan State University 2012 — 2016
Finance, General, Freshmen
Laura McCoy-Bickel Laura McCoy-Bickel's Edward Jones Experience August 2000 - February 2003
Job Health Care / Senior Care Marketing Director
Industry Entertainment
Experience
Brandon Street Films October 2010 - Present
All Star Driver Education December 2013 - January 2015
University of Phoenix - Axia College December 2005 - June 2010
Edward Jones August 2000 - February 2003
National HealthCare Corporation December 1993 - August 2000
River Park Hospital August 1992 - December 1993
M. Lee Smith Publishers 1991 - 1992
Perdue Research 1990 - 1991
Service Merchandise 1988 - 1990
Halifax Hospital Medical Ctr 1986 - 1988
Skills
Healthcare, Long-term Care, Strategic Planning, Marketing, Marketing Strategy, Customer Service, Market Analysis, New Business Development, Finance Management, Public Speaking, Editing, Film, Social Media, Creative Writing, Film Production, Entertainment, Social Networking, Fundraising, Leadership Development, Teaching, Theatre, Video Production, Volunteer Management, Volunteering, Volunteer Recruiting, Volunteer Training, Bookkeeping, Small Business, Consulting, Microsoft Excel, Environmental Awareness, Managerial Finance, Health, Internet, Key Performance..., Microsoft Office, Nonprofits, Networking, Office Management, Promotions, Project Management, Research, University Teaching, Writing, Youth Development, Youth Mentoring, Youth Ministry, Youth Work, Corporate Social..., Advocacy
Education
Middle Tennessee State University 1988 — 1991
MBA, Finance & Marketing
University of Central Florida 1984 — 1985
BSBA, Marketing
Brandon Street Films October 2010 - Present
All Star Driver Education December 2013 - January 2015
University of Phoenix - Axia College December 2005 - June 2010
Edward Jones August 2000 - February 2003
National HealthCare Corporation December 1993 - August 2000
River Park Hospital August 1992 - December 1993
M. Lee Smith Publishers 1991 - 1992
Perdue Research 1990 - 1991
Service Merchandise 1988 - 1990
Halifax Hospital Medical Ctr 1986 - 1988
Skills
Healthcare, Long-term Care, Strategic Planning, Marketing, Marketing Strategy, Customer Service, Market Analysis, New Business Development, Finance Management, Public Speaking, Editing, Film, Social Media, Creative Writing, Film Production, Entertainment, Social Networking, Fundraising, Leadership Development, Teaching, Theatre, Video Production, Volunteer Management, Volunteering, Volunteer Recruiting, Volunteer Training, Bookkeeping, Small Business, Consulting, Microsoft Excel, Environmental Awareness, Managerial Finance, Health, Internet, Key Performance..., Microsoft Office, Nonprofits, Networking, Office Management, Promotions, Project Management, Research, University Teaching, Writing, Youth Development, Youth Mentoring, Youth Ministry, Youth Work, Corporate Social..., Advocacy
Education
Middle Tennessee State University 1988 — 1991
MBA, Finance & Marketing
University of Central Florida 1984 — 1985
BSBA, Marketing
Ted Horan Ted Horan's Edward Jones Experience May 2008 - August 2008
Job Litigation Attorney at Lewis Rice LLC
Industry Law Practice
Experience
Lewis Rice LLC September 2011 - Present
Lewis Rice LLC May 2010 - August 2010
Lewis Rice LLC May 2009 - August 2009
Edward Jones May 2008 - August 2008
Edward Jones May 2007 - August 2007
Edward Jones June 2006 - August 2006
Skills
Litigation
Education
University of Missouri-Columbia School of Law 2008 — 2011
Juris Doctor (J.D.)
University of Missouri-Columbia, College of Business 2006 — 2008
Bachelor's Degree, Finance and Banking
Miami University 2004 — 2006
St. Louis Priory School 1998 — 2004
Lewis Rice LLC September 2011 - Present
Lewis Rice LLC May 2010 - August 2010
Lewis Rice LLC May 2009 - August 2009
Edward Jones May 2008 - August 2008
Edward Jones May 2007 - August 2007
Edward Jones June 2006 - August 2006
Skills
Litigation
Education
University of Missouri-Columbia School of Law 2008 — 2011
Juris Doctor (J.D.)
University of Missouri-Columbia, College of Business 2006 — 2008
Bachelor's Degree, Finance and Banking
Miami University 2004 — 2006
St. Louis Priory School 1998 — 2004
Mike Sharples, CFP® Mike Sharples, CFP®'s Edward Jones Experience 1993 - 2010
Job Managing Partner at MKS Wealth Management
Industry Financial Services
Experience
MKS Wealth Management 2010 - Present
Edward Jones 1993 - 2010
Iowa State University 1985 - 1993
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Investments
Education
Michigan State University
Bachelors Degree
Michigan State University
Masters Degree, Biomechanics
MKS Wealth Management 2010 - Present
Edward Jones 1993 - 2010
Iowa State University 1985 - 1993
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Investments
Education
Michigan State University
Bachelors Degree
Michigan State University
Masters Degree, Biomechanics
Todd Kapcsos Todd Kapcsos's Edward Jones Experience November 2004 - February 2007
Job Sales Representative Humana
Industry Insurance
Experience
US Testing Company February 2007 - January 2011
Edward Jones November 2004 - February 2007
Jore Corporation July 2003 - August 2004
Bosch Tool Corporation October 2001 - July 2003
Bosch Tool Corporation August 1997 - October 2001
Bosch Tool Corporation October 1995 - August 1997
Bosch Tool Corporation May 1995 - September 1995
Education
Miami University 1984 — 1988
BA, Economics
Miami University
Bachelor of Arts Degree, Economics
US Testing Company February 2007 - January 2011
Edward Jones November 2004 - February 2007
Jore Corporation July 2003 - August 2004
Bosch Tool Corporation October 2001 - July 2003
Bosch Tool Corporation August 1997 - October 2001
Bosch Tool Corporation October 1995 - August 1997
Bosch Tool Corporation May 1995 - September 1995
Education
Miami University 1984 — 1988
BA, Economics
Miami University
Bachelor of Arts Degree, Economics
Scott Foreman Scott Foreman's Edward Jones Experience June 2002 - April 2003
Job Pension Administrator who helps business owners understand their retirement plans
Industry Accounting
Experience
Swerdlin & Company August 2010 - Present
Retirement Plan Services Company August 2006 - November 2010
Professional Pension Services April 2005 - July 2006
Barber Lackey Financial Group, LLC. June 2003 - October 2004
Edward Jones June 2002 - April 2003
US Air Force 1996 - 2002
Skills
Defined Contribution, ESOP, Relius Administration, Defined Benefit, Retirement, Retirement Planning, Investments, Pensions, Employee Benefits, 401k, Finance, Financial Analysis, Mutual Funds, ERISA, Financial Services, Life Insurance, Sales, Employee Stock...
Education
Middle Tennessee State University 1993 — 1996
Bachelor's, Music
Swerdlin & Company August 2010 - Present
Retirement Plan Services Company August 2006 - November 2010
Professional Pension Services April 2005 - July 2006
Barber Lackey Financial Group, LLC. June 2003 - October 2004
Edward Jones June 2002 - April 2003
US Air Force 1996 - 2002
Skills
Defined Contribution, ESOP, Relius Administration, Defined Benefit, Retirement, Retirement Planning, Investments, Pensions, Employee Benefits, 401k, Finance, Financial Analysis, Mutual Funds, ERISA, Financial Services, Life Insurance, Sales, Employee Stock...
Education
Middle Tennessee State University 1993 — 1996
Bachelor's, Music
Jeremy Tollas, QPFC Jeremy Tollas, QPFC's Edward Jones Experience January 2006 - December 2008
Job Financial Advisor at Plante Moran Financial Advisors
Industry Financial Services
Experience
Plante Moran Financial Advisors February 2008 - Present
Edward Jones January 2006 - December 2008
Education
Michigan State University 2001 — 2005
BA, Finance
Plante Moran Financial Advisors February 2008 - Present
Edward Jones January 2006 - December 2008
Education
Michigan State University 2001 — 2005
BA, Finance
Mark Eckell, CLU® Mark Eckell, CLU®'s Edward Jones Experience April 2002 - March 2005
Job Associate Director of Network Office Supervision for Kelley Financial Group
Industry Financial Services
Experience
Northwestern Mutual March 2010 - Present
Fifth Third Securities July 2006 - December 2009
Fifth Third Securities March 2005 - July 2006
Edward Jones April 2002 - March 2005
Enterprise Rent-A-Car August 1999 - March 2002
Skills
Management, Customer Service
Education
Xavier University 2006 — 2009
MBA, Master of Business Administration
Miami University 1995 — 1999
B.S. in Business Administration, Marketing, Decision Sciences
Northwestern Mutual March 2010 - Present
Fifth Third Securities July 2006 - December 2009
Fifth Third Securities March 2005 - July 2006
Edward Jones April 2002 - March 2005
Enterprise Rent-A-Car August 1999 - March 2002
Skills
Management, Customer Service
Education
Xavier University 2006 — 2009
MBA, Master of Business Administration
Miami University 1995 — 1999
B.S. in Business Administration, Marketing, Decision Sciences
Bruce Fagan Bruce Fagan's Edward Jones Experience October 1994 - January 2009
Job Marketing Mgr
Industry Consumer Services
Experience
Steam Clean My Carpets, LLC August 2010 - Present
Edward Jones October 1994 - January 2009
AC Spark Plug 1980 - 1985
Skills
Portfolio Management, Series 7, Investments, Investment Strategies, Series 63, Wealth Management
Education
Michigan Technological University 1983 — 1988
BS in Electrical Engineering, Electrical and Electronics Engineering
Steam Clean My Carpets, LLC August 2010 - Present
Edward Jones October 1994 - January 2009
AC Spark Plug 1980 - 1985
Skills
Portfolio Management, Series 7, Investments, Investment Strategies, Series 63, Wealth Management
Education
Michigan Technological University 1983 — 1988
BS in Electrical Engineering, Electrical and Electronics Engineering
Jonathan Zulauf's Edward Jones Experience December 1998 - January 2005
Job Managing Principal/Financial Advisor
Industry Financial Services
Experience
LPL Financial February 2005 - Present
Edward Jones December 1998 - January 2005
Merrill Lynch June 1997 - November 1998
European Basketball League September 1993 - June 1996
Education
Michigan State University 1989 — 1993
Port Huron High School 1985 — 1988
LPL Financial February 2005 - Present
Edward Jones December 1998 - January 2005
Merrill Lynch June 1997 - November 1998
European Basketball League September 1993 - June 1996
Education
Michigan State University 1989 — 1993
Port Huron High School 1985 — 1988
Valerie Graves Valerie Graves's Edward Jones Experience May 2008 - Present
Job Sales Associate, Ashley Home Furniture
Industry Research
Experience
Broad River Furniture d/b/a Ashley Furniture HomeStore June 2015 - Present
looking for job opportunities May 2015 - Present
Waddell & Reed January 2015 - Present
Edward Jones May 2008 - Present
Preschool May 1999 - May 2009
Skills
Customer Service, Office Administration, Creative Direction, Event Planning, Marketing
Education
Midlands Technical College 2002 — 2003
Certificate, Interior Design
Broad River Furniture d/b/a Ashley Furniture HomeStore June 2015 - Present
looking for job opportunities May 2015 - Present
Waddell & Reed January 2015 - Present
Edward Jones May 2008 - Present
Preschool May 1999 - May 2009
Skills
Customer Service, Office Administration, Creative Direction, Event Planning, Marketing
Education
Midlands Technical College 2002 — 2003
Certificate, Interior Design
Luke Friesen's Edward Jones Experience May 2015 - Present
Job Oncall Business Office Administrator at Edward Jones
Industry Higher Education
Experience
Edward Jones May 2015 - Present
TPP Certified Public Accountants January 2014 - April 2015
MidAmerica Nazarene University April 2013 - April 2015
Sports Authority May 2014 - January 2015
West Wichita Family Physicians May 2011 - August 2014
Target May 2012 - August 2013
MidAmerica Nazarene University August 2012 - May 2013
College Church of the Nazarene October 2011 - May 2013
West Wichita Family Physicians May 2008 - August 2010
Skills
PowerPoint, Microsoft Office, Teamwork, Customer Service, Microsoft Excel, Time Management, Teaching, Social Media, Team Building, Outlook, Leadership, Microsoft Word, Public Speaking, Leadership Development
Education
The University of Kansas 2015 — 2016
Master’s Degree, Accounting (Assurance Track)
MidAmerica Nazarene University 2011 — 2015
Bachelor’s Degree, Business Administration and Accounting, Graduated
Berean Academy (High School) 2007 — 2011
Edward Jones May 2015 - Present
TPP Certified Public Accountants January 2014 - April 2015
MidAmerica Nazarene University April 2013 - April 2015
Sports Authority May 2014 - January 2015
West Wichita Family Physicians May 2011 - August 2014
Target May 2012 - August 2013
MidAmerica Nazarene University August 2012 - May 2013
College Church of the Nazarene October 2011 - May 2013
West Wichita Family Physicians May 2008 - August 2010
Skills
PowerPoint, Microsoft Office, Teamwork, Customer Service, Microsoft Excel, Time Management, Teaching, Social Media, Team Building, Outlook, Leadership, Microsoft Word, Public Speaking, Leadership Development
Education
The University of Kansas 2015 — 2016
Master’s Degree, Accounting (Assurance Track)
MidAmerica Nazarene University 2011 — 2015
Bachelor’s Degree, Business Administration and Accounting, Graduated
Berean Academy (High School) 2007 — 2011
Mark Otte Mark Otte's Edward Jones Experience August 1992 - December 2004
Job Territory Manager at Ecolab
Industry Chemicals
Experience
Ecolab May 2012 - Present
Crystal River Oil and Gas November 2010 - March 2011
NCO Group February 2010 - November 2010
Otte Financial Services, Inc January 2004 - January 2010
Heartland Payment Systems 2008 - 2009
Heartland Payment Systems 2008 - 2009
Edward Jones August 1992 - December 2004
Skills
Investments, Account Management, Sales, Insurance, Financial Analysis, Sales Process, Direct Sales, Business Development, New Business Development, Sales Management, Strategic Planning, Negotiation, Customer Service, Management, Contract Negotiation, Marketing Strategy, Leadership, Marketing
Education
Michigan State University 1970 — 1977
Bachelor of Arts, Advertising
Ecolab May 2012 - Present
Crystal River Oil and Gas November 2010 - March 2011
NCO Group February 2010 - November 2010
Otte Financial Services, Inc January 2004 - January 2010
Heartland Payment Systems 2008 - 2009
Heartland Payment Systems 2008 - 2009
Edward Jones August 1992 - December 2004
Skills
Investments, Account Management, Sales, Insurance, Financial Analysis, Sales Process, Direct Sales, Business Development, New Business Development, Sales Management, Strategic Planning, Negotiation, Customer Service, Management, Contract Negotiation, Marketing Strategy, Leadership, Marketing
Education
Michigan State University 1970 — 1977
Bachelor of Arts, Advertising
Adam Ness Adam Ness's Edward Jones Experience June 2014 - August 2014
Job FACD Candidate at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - August 2014
Lockwood Decorating Contractors, Inc. June 2012 - August 2013
Intoximeters February 2013 - March 2013
Waterway Gas & Wash June 2008 - September 2011
Skills
Organizational..., Delegation, Communication, Time Management, Problem Solving, Risk Management, Coordinating Events, Spanish-speaking, Basic Arabic, Creative Writing, Artistic Abilities, Spanish, Always Willing to Learn
Education
Miami University 2011 — 2015
Bachelor's degree, Psychology, Junior
Edward Jones June 2014 - August 2014
Lockwood Decorating Contractors, Inc. June 2012 - August 2013
Intoximeters February 2013 - March 2013
Waterway Gas & Wash June 2008 - September 2011
Skills
Organizational..., Delegation, Communication, Time Management, Problem Solving, Risk Management, Coordinating Events, Spanish-speaking, Basic Arabic, Creative Writing, Artistic Abilities, Spanish, Always Willing to Learn
Education
Miami University 2011 — 2015
Bachelor's degree, Psychology, Junior
Patrick McCallum Patrick McCallum's Edward Jones Experience June 2012 - January 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Edward Jones June 2012 - January 2015
Edward Jones May 2011 - August 2011
Skills
CRM, Sales, Leadership, Marketing, Customer Service, Series 66 Licensed, Series 7 Licensed, Series 7, Uniform Combined State..., Teamwork, Retirement Planning, IRAs, 401k Rollovers, College Savings Plans, Life Insurance, Long Term Care Insurance, Municipal Bonds, Fixed Annuities, Variable Annuities, FINRA
Education
Michigan State University
Bachelor of Arts (BA), Marketing
Fidelity Investments January 2015 - Present
Edward Jones June 2012 - January 2015
Edward Jones May 2011 - August 2011
Skills
CRM, Sales, Leadership, Marketing, Customer Service, Series 66 Licensed, Series 7 Licensed, Series 7, Uniform Combined State..., Teamwork, Retirement Planning, IRAs, 401k Rollovers, College Savings Plans, Life Insurance, Long Term Care Insurance, Municipal Bonds, Fixed Annuities, Variable Annuities, FINRA
Education
Michigan State University
Bachelor of Arts (BA), Marketing
Julie Kolesar Erikson's Edward Jones Experience April 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Kevin (K.C.) Galbraith's Edward Jones Experience June 2015 - Present
Job Financial Advising
Industry Financial Services
Experience
Edward Jones June 2015 - Present
PRSSA Miami University January 2014 - May 2015
Alpha Sigma Phi Fraternity November 2012 - January 2015
Edward Jones May 2014 - August 2014
Skills
Management, Finance, Financial Planning, Portfolio Management, Planning Budgeting &..., Microsoft Excel, Microsoft Office, Social Media, Teamwork, Investments
Education
Miami University 2011 — 2015
Edward Jones June 2015 - Present
PRSSA Miami University January 2014 - May 2015
Alpha Sigma Phi Fraternity November 2012 - January 2015
Edward Jones May 2014 - August 2014
Skills
Management, Finance, Financial Planning, Portfolio Management, Planning Budgeting &..., Microsoft Excel, Microsoft Office, Social Media, Teamwork, Investments
Education
Miami University 2011 — 2015
Anthony Gigliotti Anthony Gigliotti's Edward Jones Experience June 2015 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Fifth Third Bank June 2013 - June 2015
Fifth Third Bank April 2012 - June 2013
Fifth Third Bank November 2009 - March 2012
Fifth Third Bank February 2007 - November 2009
Western & Southern Life June 2006 - January 2007
Coldstream Financial Services May 2005 - April 2006
Skills
Banking, Investments, Insurance, Customer Service, Financial Analysis, Financial Advisory, Microsoft Excel, Asset Management, Retail Banking, Asset Allocation, Series 63, Retirement Planning
Education
Miami University 2001 — 2005
Bachelor's, Accounting, Decision Sciences
The Ohio State University
Executive Certified Financial Planning Program, Financial Planning and Services
Edward Jones June 2015 - Present
Fifth Third Bank June 2013 - June 2015
Fifth Third Bank April 2012 - June 2013
Fifth Third Bank November 2009 - March 2012
Fifth Third Bank February 2007 - November 2009
Western & Southern Life June 2006 - January 2007
Coldstream Financial Services May 2005 - April 2006
Skills
Banking, Investments, Insurance, Customer Service, Financial Analysis, Financial Advisory, Microsoft Excel, Asset Management, Retail Banking, Asset Allocation, Series 63, Retirement Planning
Education
Miami University 2001 — 2005
Bachelor's, Accounting, Decision Sciences
The Ohio State University
Executive Certified Financial Planning Program, Financial Planning and Services
Jessica Guitar Jessica Guitar's Edward Jones Experience September 2000 - February 2003
Job Real Estate Agent at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. January 2015 - Present
NEO A&M College July 2007 - July 2008
Seminole County Public Schools September 2005 - November 2006
Edward Jones September 2000 - February 2003
Skills
Teaching, Public Speaking, Coaching, Customer Service, Higher Education, Microsoft Office, Social Media, Curriculum Design, Research, Community Outreach
Education
Michigan State University 1996 — 2000
BA, Marketing
Missouri State University 1996 — 2000
Master of Arts (M.A.), Sports Management
Keller Williams Realty, Inc. January 2015 - Present
NEO A&M College July 2007 - July 2008
Seminole County Public Schools September 2005 - November 2006
Edward Jones September 2000 - February 2003
Skills
Teaching, Public Speaking, Coaching, Customer Service, Higher Education, Microsoft Office, Social Media, Curriculum Design, Research, Community Outreach
Education
Michigan State University 1996 — 2000
BA, Marketing
Missouri State University 1996 — 2000
Master of Arts (M.A.), Sports Management
Dean Stetson's Edward Jones Experience March 2002 - March 2004
Job IT Program Director, Candelaria Acquisition Transition at Lundin Mining Corporation
Industry Mining & Metals
Experience
Lundin Mining Corporation October 2014 - Present
Lundin Mining Corporation July 2013 - Present
Rio Tinto September 2011 - July 2013
Capgemini April 2011 - September 2011
Pioneer Surgical Technology August 2005 - April 2011
Ford Motor Company January 2005 - July 2005
Self-employed April 2004 - December 2004
Edward Jones March 2002 - March 2004
Systems Control October 2000 - February 2002
Ford Motor Company July 1993 - September 2000
Skills
Information Technology, Information Technology..., Cross-functional Team..., Strategic Leadership, Technical Leadership, Leadership, Global Strategy, Global Operations, Project Management, Project Portfolio..., Policy, Medical Devices, Pharmaceutical Industry, Automotive, Lean Manufacturing, Manufacturing, Underground Mining, Mining Exploration, Mining, SAP ERP, SAP BW, SAP HR, SAP Implementation, SAP BI, SAP MM, SAP, SAP SD, SAP WM, SAP PP, SAP PM, SAP FICO, Certified SAP Consultant, SAP Supply Chain, Sarbanes-Oxley, Governance, SAP Portal, SAP Workflow, SAP Basis, Compliance, Syteline ERP, ERP Implementations, ERP Selection, ERP, Visual Basic, Process Improvement, SMB, SME sector, Greenfield Projects, Greenfield Development, Acquisitions
Education
University of Michigan 1986 — 1990
Bachelor of Science in Engineering, Computer Engineering
Michigan Technological University 1991 — 1993
Master of Science, Operations Management
Westwood High School
Lundin Mining Corporation October 2014 - Present
Lundin Mining Corporation July 2013 - Present
Rio Tinto September 2011 - July 2013
Capgemini April 2011 - September 2011
Pioneer Surgical Technology August 2005 - April 2011
Ford Motor Company January 2005 - July 2005
Self-employed April 2004 - December 2004
Edward Jones March 2002 - March 2004
Systems Control October 2000 - February 2002
Ford Motor Company July 1993 - September 2000
Skills
Information Technology, Information Technology..., Cross-functional Team..., Strategic Leadership, Technical Leadership, Leadership, Global Strategy, Global Operations, Project Management, Project Portfolio..., Policy, Medical Devices, Pharmaceutical Industry, Automotive, Lean Manufacturing, Manufacturing, Underground Mining, Mining Exploration, Mining, SAP ERP, SAP BW, SAP HR, SAP Implementation, SAP BI, SAP MM, SAP, SAP SD, SAP WM, SAP PP, SAP PM, SAP FICO, Certified SAP Consultant, SAP Supply Chain, Sarbanes-Oxley, Governance, SAP Portal, SAP Workflow, SAP Basis, Compliance, Syteline ERP, ERP Implementations, ERP Selection, ERP, Visual Basic, Process Improvement, SMB, SME sector, Greenfield Projects, Greenfield Development, Acquisitions
Education
University of Michigan 1986 — 1990
Bachelor of Science in Engineering, Computer Engineering
Michigan Technological University 1991 — 1993
Master of Science, Operations Management
Westwood High School
Rhett Merchant Rhett Merchant's Edward Jones Experience October 1991 - February 1994
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
Audrey Stansbury Audrey Stansbury's Edward Jones Experience July 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2004 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investment Strategies, Estate Planning, Strategic Financial..., Investments, Securities, Life Insurance, Asset Management, Long-term Care, Insurance, Disability Insurance, Financial Analysis
Education
Miami University 1996 — 2000
Marketing/Marketing Management, General
Edward Jones July 2004 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investment Strategies, Estate Planning, Strategic Financial..., Investments, Securities, Life Insurance, Asset Management, Long-term Care, Insurance, Disability Insurance, Financial Analysis
Education
Miami University 1996 — 2000
Marketing/Marketing Management, General
Elizabeth Landrum's Edward Jones Experience February 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
Skills
Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth Management, Insurance, Office Administration, Database Administration, Event Management, Operations Management, IRAs, Marketing
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Science, Nutrition Sciences, Business Management
Saint Catharine' College 2004 — 2005
Human Sciences
Edward Jones February 2012 - Present
Skills
Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Retirement, Wealth Management, Insurance, Office Administration, Database Administration, Event Management, Operations Management, IRAs, Marketing
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Science, Nutrition Sciences, Business Management
Saint Catharine' College 2004 — 2005
Human Sciences
Ruth Knockeart Ruth Knockeart's Edward Jones Experience April 2006 - 2010
Job Sales Representative at Honeywell
Industry Electrical/Electronic Manufacturing
Experience
Honeywell September 2011 - Present
Honeywell 2011 - 2013
Edward Jones April 2006 - 2010
Honeywell December 1988 - February 2000
Skills
Sales, Account Management, New Business Development, Sales Management, Strategic Financial..., Financial Analysis, Forecasting, Finance, Competitive Analysis, Sales Operations, Cross-functional Team..., Pricing, Strategic Planning, Product Development, Customer Service, Negotiation, Business Planning, Contract Negotiation, Team Building, Leadership, Management, Key Account Management, Zoning, Business Development, Operations Management, Purchasing
Education
Michigan State University 1982 — 1986
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Lakeview High School 1978 — 1982
Honeywell September 2011 - Present
Honeywell 2011 - 2013
Edward Jones April 2006 - 2010
Honeywell December 1988 - February 2000
Skills
Sales, Account Management, New Business Development, Sales Management, Strategic Financial..., Financial Analysis, Forecasting, Finance, Competitive Analysis, Sales Operations, Cross-functional Team..., Pricing, Strategic Planning, Product Development, Customer Service, Negotiation, Business Planning, Contract Negotiation, Team Building, Leadership, Management, Key Account Management, Zoning, Business Development, Operations Management, Purchasing
Education
Michigan State University 1982 — 1986
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Lakeview High School 1978 — 1982
Kurt Wunderlich Kurt Wunderlich's Edward Jones Experience November 2012 - November 2014
Job Fixed Income Portfolio Advisor at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2014 - Present
BAM Advisor Services November 2014 - Present
Edward Jones November 2012 - November 2014
Oakland Athletics June 2011 - July 2012
Michigan State University January 2008 - June 2011
Peter A. Poirot, CPA June 2010 - August 2010
Skills
Teamwork, Time Management, Planning, Baseball, Problem Solving, PowerPoint, Excel, Microsoft Office, Investments, Personal Finance, iPhone, Team Leadership, Team Building, Challenge Seeker, Microsoft Word, Microsoft Excel, Project Planning, Intercollegiate...
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, 3.45
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business, 3.67
Kirkwood High School 2005 — 2007
Buckingham Family of Financial Services November 2014 - Present
BAM Advisor Services November 2014 - Present
Edward Jones November 2012 - November 2014
Oakland Athletics June 2011 - July 2012
Michigan State University January 2008 - June 2011
Peter A. Poirot, CPA June 2010 - August 2010
Skills
Teamwork, Time Management, Planning, Baseball, Problem Solving, PowerPoint, Excel, Microsoft Office, Investments, Personal Finance, iPhone, Team Leadership, Team Building, Challenge Seeker, Microsoft Word, Microsoft Excel, Project Planning, Intercollegiate...
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, 3.45
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business, 3.67
Kirkwood High School 2005 — 2007
Bryce Martin's Edward Jones Experience July 2011 - May 2013
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group June 2013 - Present
Edward Jones July 2011 - May 2013
Atelier Aimee USA July 2003 - February 2010
TD Ameritrade July 2000 - July 2003
Mammoth Mountain Ski Area October 1998 - April 2000
Education
Michigan State University 1994 — 1998
Bachelors, Marketing
The Heartland Group June 2013 - Present
Edward Jones July 2011 - May 2013
Atelier Aimee USA July 2003 - February 2010
TD Ameritrade July 2000 - July 2003
Mammoth Mountain Ski Area October 1998 - April 2000
Education
Michigan State University 1994 — 1998
Bachelors, Marketing
Amanda Tullis Amanda Tullis's Edward Jones Experience 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Potestio Brothers Equipment July 2008 - March 2012
Air Acadmey FCU December 2007 - July 2008
First Bank March 2007 - December 2007
Skills
Microsoft Office, Adobe Acrobat, Outlook, Word, Customer Service, Sales, Management, Microsoft Excel, Inventory Control, PowerPoint, Customer Satisfaction, Public Speaking, Banking, Data Entry
Education
Colorado State University 2013 — 2018
Bachelor's Degree of Business Management
Metropolitan State College of Denver 2007 — 2007
Basic Studies
Red Rocks Community College 2006 — 2006
Basic Studies
Edward Jones 2012 - Present
Potestio Brothers Equipment July 2008 - March 2012
Air Acadmey FCU December 2007 - July 2008
First Bank March 2007 - December 2007
Skills
Microsoft Office, Adobe Acrobat, Outlook, Word, Customer Service, Sales, Management, Microsoft Excel, Inventory Control, PowerPoint, Customer Satisfaction, Public Speaking, Banking, Data Entry
Education
Colorado State University 2013 — 2018
Bachelor's Degree of Business Management
Metropolitan State College of Denver 2007 — 2007
Basic Studies
Red Rocks Community College 2006 — 2006
Basic Studies
Anna Halsey Anna Halsey's Edward Jones Experience November 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Laramie County Community College August 2011 - Present
Edward Jones April 2003 - November 2013
Skills
Financial Services, Microsoft Office, Risk Management, Financial Analysis, Microsoft Excel, Account Management, Series 7 and Series 66..., College Teaching, Account Reconciliation, Financial Accounting, Wealth Management
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Business Administration and Management, General
Regis University
Master of Science (MS) Management, Organizational Leadership
Edward Jones November 2013 - Present
Laramie County Community College August 2011 - Present
Edward Jones April 2003 - November 2013
Skills
Financial Services, Microsoft Office, Risk Management, Financial Analysis, Microsoft Excel, Account Management, Series 7 and Series 66..., College Teaching, Account Reconciliation, Financial Accounting, Wealth Management
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Business Administration and Management, General
Regis University
Master of Science (MS) Management, Organizational Leadership
Grant Macuba, AIF®'s Edward Jones Experience March 2004 - September 2008
Job Senior Consultant, Retirement Plans at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency May 2015 - Present
Center for Fiduciary Studies 2013 - Present
NFP Advisor Services August 2014 - June 2015
Sumitomo Life Insurance Agency America, Inc. September 2008 - May 2015
Financial Telesis Inc September 2008 - August 2014
Edward Jones March 2004 - September 2008
XO Communications 1999 - 2003
Northwestern Mutual/Baird Securities 1992 - 1999
Skills
Insurance, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Retirement, Disability Insurance, Investments, Estate Planning, 401k, Mutual Funds, Customer Service, Employee Benefits, Securities, Retirement Planning, Financial Planning, Customer Relations, Series 7, Finance
Education
Miami University 1989 — 1992
BA, International Studies
University of Illinois at Chicago 1988 — 1989
International Studies
Marsh & McLennan Agency May 2015 - Present
Center for Fiduciary Studies 2013 - Present
NFP Advisor Services August 2014 - June 2015
Sumitomo Life Insurance Agency America, Inc. September 2008 - May 2015
Financial Telesis Inc September 2008 - August 2014
Edward Jones March 2004 - September 2008
XO Communications 1999 - 2003
Northwestern Mutual/Baird Securities 1992 - 1999
Skills
Insurance, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Retirement, Disability Insurance, Investments, Estate Planning, 401k, Mutual Funds, Customer Service, Employee Benefits, Securities, Retirement Planning, Financial Planning, Customer Relations, Series 7, Finance
Education
Miami University 1989 — 1992
BA, International Studies
University of Illinois at Chicago 1988 — 1989
International Studies
Greg Clingerman Greg Clingerman's Edward Jones Experience September 2010 - Present
Job Financial Advisor at Edward Jones Company
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Education
Miami University
BS, Business
Edward Jones September 2010 - Present
Education
Miami University
BS, Business
Kelly G. Higgins Kelly G. Higgins's Edward Jones Experience June 2001 - July 2010
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
Edward Jones June 2001 - July 2010
Alcon Laboratories, Inc. February 1996 - February 2000
Shionogi & Co., Ltd 1988 - 1996
Skills
Investment Advisory, Retirement Planning, Financial Services, Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Retirement, Asset Allocation, Insurance, Risk Management, Estate Planning, Strategic Financial..., Fixed Annuities, Securities, Alternative Investments, Portfolio Management, Asset Management, Equities, Long-term Care, Fixed Income, Life Insurance
Education
Michigan State University 1982 — 1987
B.S., Microbiology & Public Health
LPL Financial July 2010 - Present
Edward Jones June 2001 - July 2010
Alcon Laboratories, Inc. February 1996 - February 2000
Shionogi & Co., Ltd 1988 - 1996
Skills
Investment Advisory, Retirement Planning, Financial Services, Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Retirement, Asset Allocation, Insurance, Risk Management, Estate Planning, Strategic Financial..., Fixed Annuities, Securities, Alternative Investments, Portfolio Management, Asset Management, Equities, Long-term Care, Fixed Income, Life Insurance
Education
Michigan State University 1982 — 1987
B.S., Microbiology & Public Health
Roger Rama, CFA Roger Rama, CFA's Edward Jones Experience June 2009 - August 2009
Job Equity Analyst at Cortina Asset Management
Industry Investment Management
Experience
Cortina Asset Management July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Robert W. Baird & Co. July 2011 - June 2013
Michigan State University December 2009 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Michigan State University August 2008 - December 2009
Edward Jones June 2009 - August 2009
Michigan State University Study Abroad May 2009 - May 2009
Skills
Equity Research, Financial Analysis, Corporate Finance, Financial Modeling, Research, Valuation, Bloomberg, Financial Markets, Investments, Capital Markets, Portfolio Management, Finance, Due Diligence, Equities, Microsoft Excel, Microsoft Office, Data Analysis
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, General
Cortina Asset Management July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Robert W. Baird & Co. July 2011 - June 2013
Michigan State University December 2009 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Michigan State University August 2008 - December 2009
Edward Jones June 2009 - August 2009
Michigan State University Study Abroad May 2009 - May 2009
Skills
Equity Research, Financial Analysis, Corporate Finance, Financial Modeling, Research, Valuation, Bloomberg, Financial Markets, Investments, Capital Markets, Portfolio Management, Finance, Due Diligence, Equities, Microsoft Excel, Microsoft Office, Data Analysis
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, General
Joe Ammond Joe Ammond's Edward Jones Experience September 2008 - Present
Job Technical Architect at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones September 2008 - Present
Savvis September 2007 - August 2008
Edward Jones August 1999 - August 2007
Collective Technologies 1997 - 1999
Georgia Institute of Technology 1994 - 1997
Computer Sciences Corporation 1992 - 1994
Michigan Technological University 1985 - 1992
Ford 1989 - 1989
Education
Michigan Technological University 1985 — 1992
Bachelors, Computer Science
Edward Jones September 2008 - Present
Savvis September 2007 - August 2008
Edward Jones August 1999 - August 2007
Collective Technologies 1997 - 1999
Georgia Institute of Technology 1994 - 1997
Computer Sciences Corporation 1992 - 1994
Michigan Technological University 1985 - 1992
Ford 1989 - 1989
Education
Michigan Technological University 1985 — 1992
Bachelors, Computer Science
Lindsay Martin (Hlinko)'s Edward Jones Experience September 2008 - April 2009
Job Senior loan processor
Industry Financial Services
Experience
MAC5 Mortgage Inc February 2012 - Present
Colorado Capital Group July 2006 - February 2012
Edward Jones September 2008 - April 2009
Skills
Life Insurance, Mortgage Lending, FHA, Loans, Residential Mortgages, Insurance, Mortgage Banking, Refinance, Loan Origination, Real Estate Financing, VA loans, Investment Properties, USDA, FHA financing, Reverse Mortgages, Finance
Education
Metropolitan State College of Denver 2000 — 2005
BS, Finance with emphasis in Accounting
MAC5 Mortgage Inc February 2012 - Present
Colorado Capital Group July 2006 - February 2012
Edward Jones September 2008 - April 2009
Skills
Life Insurance, Mortgage Lending, FHA, Loans, Residential Mortgages, Insurance, Mortgage Banking, Refinance, Loan Origination, Real Estate Financing, VA loans, Investment Properties, USDA, FHA financing, Reverse Mortgages, Finance
Education
Metropolitan State College of Denver 2000 — 2005
BS, Finance with emphasis in Accounting
Patrick Perfitt Patrick Perfitt's Edward Jones Experience 1985 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1985 - Present
Charles Schwab 1990 - 1999
Education
Michigan State University 1981 — 1985
Bachelor Of Science, Finance
East Grand Rapids High School 1975 — 1979
Edward Jones 1985 - Present
Charles Schwab 1990 - 1999
Education
Michigan State University 1981 — 1985
Bachelor Of Science, Finance
East Grand Rapids High School 1975 — 1979
Floyd Peplinski Floyd Peplinski's Edward Jones Experience OCS Company CommanderMichigan Army National GuardJanuary 2012 - December 2012
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones OCS Company CommanderMichigan Army National GuardJanuary 2012 - December 2012
Boy Scouts of America January 1996 - July 2012
Johnson Controls Automotive 1995 - 2007
Western Michigan University September 1999 - December 2005
Baker College September 1996 - May 1999
Skills
Six Sigma, Program Management, Automotive, Engineering Management, Engineering, Manufacturing, Continuous Improvement, Lean Manufacturing, Cross-functional Team..., Process Improvement, Electronics, Product Development
Education
Western Michigan University 1996 — 1999
Masters in Eng Mgt, Engineering Management
Michigan Technological University 1990 — 1995
BSEE, Electrical Engineering
Edward Jones OCS Company CommanderMichigan Army National GuardJanuary 2012 - December 2012
Boy Scouts of America January 1996 - July 2012
Johnson Controls Automotive 1995 - 2007
Western Michigan University September 1999 - December 2005
Baker College September 1996 - May 1999
Skills
Six Sigma, Program Management, Automotive, Engineering Management, Engineering, Manufacturing, Continuous Improvement, Lean Manufacturing, Cross-functional Team..., Process Improvement, Electronics, Product Development
Education
Western Michigan University 1996 — 1999
Masters in Eng Mgt, Engineering Management
Michigan Technological University 1990 — 1995
BSEE, Electrical Engineering
William Kuether William Kuether's Edward Jones Experience January 2005 - November 2006
Job President WM Kuether INC
Industry Management Consulting
Experience
Private Lender July 2014 - Present
WM Kuether INC January 2010 - Present
FedEx Ground January 2012 - December 2014
Mgm Liquor January 2009 - December 2011
FPW LLC January 2007 - December 2011
William Kuether Brewing Company January 2003 - December 2007
Edward Jones January 2005 - November 2006
Anheuser-Busch January 1998 - May 2006
Skills
Business Development, Business Planning, Business Strategy, Corporate Development, Due Diligence, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Management Consulting, Mergers, Strategy
Education
Metropolitan State University 2000 — 2002
Bachelor of Science (B.S.), Business/Managerial Economics
Private Lender July 2014 - Present
WM Kuether INC January 2010 - Present
FedEx Ground January 2012 - December 2014
Mgm Liquor January 2009 - December 2011
FPW LLC January 2007 - December 2011
William Kuether Brewing Company January 2003 - December 2007
Edward Jones January 2005 - November 2006
Anheuser-Busch January 1998 - May 2006
Skills
Business Development, Business Planning, Business Strategy, Corporate Development, Due Diligence, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Management Consulting, Mergers, Strategy
Education
Metropolitan State University 2000 — 2002
Bachelor of Science (B.S.), Business/Managerial Economics
Paul Hein Paul Hein's Edward Jones Experience September 1993 - September 1997
Job Certified Financial Planner at SagePoint Financial
Industry Investment Management
Experience
SagePoint Financial July 2014 - Present
Raymond James Financial Services, Inc. September 1997 - July 2014
Edward Jones September 1993 - September 1997
General Motors March 1985 - July 1993
General Motors October 1977 - March 1985
The Great Atlantic & Pacific Tea Company June 1974 - September 1977
Skills
Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Financial Analysis, Asset Managment, Finance, Equities, Public Speaking, Strategic Planning, Business Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1990
Master of Business Administration (MBA), Finance, General
Western Michigan University - Haworth College of Business 1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
SagePoint Financial July 2014 - Present
Raymond James Financial Services, Inc. September 1997 - July 2014
Edward Jones September 1993 - September 1997
General Motors March 1985 - July 1993
General Motors October 1977 - March 1985
The Great Atlantic & Pacific Tea Company June 1974 - September 1977
Skills
Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Financial Analysis, Asset Managment, Finance, Equities, Public Speaking, Strategic Planning, Business Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1990
Master of Business Administration (MBA), Finance, General
Western Michigan University - Haworth College of Business 1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rob Fries Rob Fries's Edward Jones Experience July 2013 - April 2015
Job Financial Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2015 - Present
Edward Jones July 2013 - April 2015
E.J. White & Assoc. March 2009 - December 2009
U.S. Department of State September 2004 - July 2008
U.S. Army March 2000 - September 2004
Skills
Program Management, Risk Assessment, Executive Protection, Military, Army, Afghanistan, Training, Leadership, Project Planning, Emergency Management, Management, Physical Security, Security Operations, Security, Military Operations, Weapons, Security Clearance, Corporate Security, Surveillance, Close Protection, Protection, Security Training, Personal Security, National Security, Tactics, Firearms, Personal Protection, PSD, Private Investigations
Education
Metropolitan State College of Denver 1997 — 2009
Bachelor of Science, Business Management
Bank of the West May 2015 - Present
Edward Jones July 2013 - April 2015
E.J. White & Assoc. March 2009 - December 2009
U.S. Department of State September 2004 - July 2008
U.S. Army March 2000 - September 2004
Skills
Program Management, Risk Assessment, Executive Protection, Military, Army, Afghanistan, Training, Leadership, Project Planning, Emergency Management, Management, Physical Security, Security Operations, Security, Military Operations, Weapons, Security Clearance, Corporate Security, Surveillance, Close Protection, Protection, Security Training, Personal Security, National Security, Tactics, Firearms, Personal Protection, PSD, Private Investigations
Education
Metropolitan State College of Denver 1997 — 2009
Bachelor of Science, Business Management
Jason Merillat's Edward Jones Experience August 2008 - January 2011
Job
Industry Oil & Energy
Experience
GE Oil & Gas June 2014 - Present
Cameron October 2012 - June 2014
Trilogy Financial Services December 2010 - October 2012
Edward Jones August 2008 - January 2011
Stewart & Stevenson LLC March 2007 - March 2008
Cameron International Corporation July 2006 - March 2007
Cooper Compression November 2004 - March 2006
Cooper Compression February 2003 - November 2004
Cooper Compression July 2002 - February 2003
Skills
Six Sigma, Budgets, Forecasting, Project Management, Microsoft Office, Process Improvement, Energy, SAP, Microsoft Excel, Business Development, Training, Financial Analysis, Financial Modeling, Negotiation, MS Project, Program Management, Project Planning, Engineering, Petroleum, Automotive, Strategic Planning, Sales, Risk Management, Operations Management, Management, Leadership, Finance, Contract Negotiation, Contract Management, Business Planning, Analysis
Education
Regis University 2004 — 2006
MBA, Finance & Accounting
Michigan Technological University 1985 — 1990
BS, Electrical Engineering
GE Oil & Gas June 2014 - Present
Cameron October 2012 - June 2014
Trilogy Financial Services December 2010 - October 2012
Edward Jones August 2008 - January 2011
Stewart & Stevenson LLC March 2007 - March 2008
Cameron International Corporation July 2006 - March 2007
Cooper Compression November 2004 - March 2006
Cooper Compression February 2003 - November 2004
Cooper Compression July 2002 - February 2003
Skills
Six Sigma, Budgets, Forecasting, Project Management, Microsoft Office, Process Improvement, Energy, SAP, Microsoft Excel, Business Development, Training, Financial Analysis, Financial Modeling, Negotiation, MS Project, Program Management, Project Planning, Engineering, Petroleum, Automotive, Strategic Planning, Sales, Risk Management, Operations Management, Management, Leadership, Finance, Contract Negotiation, Contract Management, Business Planning, Analysis
Education
Regis University 2004 — 2006
MBA, Finance & Accounting
Michigan Technological University 1985 — 1990
BS, Electrical Engineering
Leila Jenkins's Edward Jones Experience November 2014 - Present
Job Financial/Insurance Background
Industry Financial Services
Experience
Edward Jones November 2014 - Present
State of Wisconsin March 2013 - June 2014
INT Technologies March 2009 - October 2012
RJF Agencies(now Marsh & McLellan) January 2005 - March 2009
Avon Cosmetics 2007 - 2009
Link Snacks, Inc. 2003 - 2005
WI State Patrol February 2000 - September 2003
Skills
Customer Service, Microsoft Office, Insurance, Microsoft Excel, Sales, Research, Access, Data Entry, Typing, Viticulture, Pruning, Employee Benefits, Management, SharePoint
Education
Missouri State University 2011 — 2013
Pursuing Associates Degree, Viticulture and Enology
Miami University 1992 — 1995
None
Edward Jones November 2014 - Present
State of Wisconsin March 2013 - June 2014
INT Technologies March 2009 - October 2012
RJF Agencies(now Marsh & McLellan) January 2005 - March 2009
Avon Cosmetics 2007 - 2009
Link Snacks, Inc. 2003 - 2005
WI State Patrol February 2000 - September 2003
Skills
Customer Service, Microsoft Office, Insurance, Microsoft Excel, Sales, Research, Access, Data Entry, Typing, Viticulture, Pruning, Employee Benefits, Management, SharePoint
Education
Missouri State University 2011 — 2013
Pursuing Associates Degree, Viticulture and Enology
Miami University 1992 — 1995
None
Dan Herbst's Edward Jones Experience December 2013 - Present
Job Taxable Trading Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Janney Montgomery Scott May 2010 - November 2013
LPL Financial August 2005 - June 2008
Edward Jones July 2002 - October 2004
Skills
Fixed Income, Trading, Series 7, Series 63, Capital Markets
Education
Miami University 1992 — 1996
Edward Jones December 2013 - Present
Janney Montgomery Scott May 2010 - November 2013
LPL Financial August 2005 - June 2008
Edward Jones July 2002 - October 2004
Skills
Fixed Income, Trading, Series 7, Series 63, Capital Markets
Education
Miami University 1992 — 1996
Tracy Cravens's Edward Jones Experience July 2003 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Longmont Theatre Company May 2006 - Present
Edward Jones July 2003 - Present
Uniform Technology May 2001 - June 2003
Fibrotek May 1999 - August 2001
Skills
Customer Service, Advertising, Marketing, Budget, Non-profits, Office Administration, Event Planning, Social Media, Public Relations, Marketing Communications, Budgets, Social Networking, Small Business, Coaching, Nonprofits, Social Media Marketing
Education
Midland University 1984 — 1988
BA, Journalism
Longmont Theatre Company May 2006 - Present
Edward Jones July 2003 - Present
Uniform Technology May 2001 - June 2003
Fibrotek May 1999 - August 2001
Skills
Customer Service, Advertising, Marketing, Budget, Non-profits, Office Administration, Event Planning, Social Media, Public Relations, Marketing Communications, Budgets, Social Networking, Small Business, Coaching, Nonprofits, Social Media Marketing
Education
Midland University 1984 — 1988
BA, Journalism
Paul Roettger's Edward Jones Experience June 1993 - January 2000
Job First Vice President, Exchange Traded Products at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2008 - July 2011
A.G. Edwards January 2000 - January 2008
Edward Jones June 1993 - January 2000
Education
Saint Louis University 1995 — 1997
MBA, Finance
Miami University 1988 — 1992
BS, Accounting & Finance
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2008 - July 2011
A.G. Edwards January 2000 - January 2008
Edward Jones June 1993 - January 2000
Education
Saint Louis University 1995 — 1997
MBA, Finance
Miami University 1988 — 1992
BS, Accounting & Finance
John Sias's Edward Jones Experience May 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
Skills
401k, 401k Rollovers, Investments, Financial Analysis, IRAs, Mutual Funds, Marketing Strategy, Retirement Planning, Insurance, Investment Advisory, Long-term Care, Series 7, Wealth Management, Asset Allocation, Life Insurance
Education
Michigan State University 1995 — 1999
Edward Jones May 2002 - Present
Skills
401k, 401k Rollovers, Investments, Financial Analysis, IRAs, Mutual Funds, Marketing Strategy, Retirement Planning, Insurance, Investment Advisory, Long-term Care, Series 7, Wealth Management, Asset Allocation, Life Insurance
Education
Michigan State University 1995 — 1999
Dave LaLonde's Edward Jones Experience May 1995 - December 1995
Job Senior Vice President at Auto Credit Express
Industry Automotive
Experience
Auto Credit Express December 1995 - Present
The ACE Group 1995 - Present
Edward Jones May 1995 - December 1995
United States Army March 1988 - April 1995
Skills
Affiliate Marketing, SEO, Customer Service, Social Media Marketing, B2B, Product Marketing, New Business Development, Selling, Lead Generation, Email Marketing, Automotive, Sales Management, Online Marketing, Customer Satisfaction, Credit, Customer Retention, Marketing Strategy, Online Lead Generation, Software Development, Team Building, Sales, Digital Marketing, Online Advertising, Team Leadership, Dealers, Account Management, Automobile, SEM, PPC, Social Media, Management, Sales Process, Web Analytics, Marketing, Start-ups, E-commerce, Marketing Communications, CRM, Customer Acquisition, Executive Management, Negotiation, B2B Marketing, Strategic Partnerships, Sales Operations, Advertising, Cold Calling, Competitive Analysis, Market Planning
Education
Michigan Technological University 1984 — 1988
Auto Credit Express December 1995 - Present
The ACE Group 1995 - Present
Edward Jones May 1995 - December 1995
United States Army March 1988 - April 1995
Skills
Affiliate Marketing, SEO, Customer Service, Social Media Marketing, B2B, Product Marketing, New Business Development, Selling, Lead Generation, Email Marketing, Automotive, Sales Management, Online Marketing, Customer Satisfaction, Credit, Customer Retention, Marketing Strategy, Online Lead Generation, Software Development, Team Building, Sales, Digital Marketing, Online Advertising, Team Leadership, Dealers, Account Management, Automobile, SEM, PPC, Social Media, Management, Sales Process, Web Analytics, Marketing, Start-ups, E-commerce, Marketing Communications, CRM, Customer Acquisition, Executive Management, Negotiation, B2B Marketing, Strategic Partnerships, Sales Operations, Advertising, Cold Calling, Competitive Analysis, Market Planning
Education
Michigan Technological University 1984 — 1988
Gaddis, Tony's Edward Jones Experience February 2011 - Present
Job On Call Part time BOA/Retired FA at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Education
Miami University 1971 — 1973
Edward Jones February 2011 - Present
Education
Miami University 1971 — 1973
LeAnn Hemberger, IOM's Edward Jones Experience August 2012 - Present
Job Independent Consultant
Industry Food & Beverages
Experience
Edward Jones August 2012 - Present
The Pampered Chef February 2008 - Present
St. Patrick's Catholic Church/Archbishop Bergan Catholic School September 2009 - July 2012
Fremont Area Chamber of Commerce September 1998 - September 2009
Fremont & Dodge County Convention & Visitors Burea May 2000 - June 2005
Skills
Results Oriented, Customer Relations, Technical Training, Social Media, Marketing
Education
Midland University 1996 — 2000
BSBA, Business Administration with a Concentration in Management Information Systems
Edward Jones August 2012 - Present
The Pampered Chef February 2008 - Present
St. Patrick's Catholic Church/Archbishop Bergan Catholic School September 2009 - July 2012
Fremont Area Chamber of Commerce September 1998 - September 2009
Fremont & Dodge County Convention & Visitors Burea May 2000 - June 2005
Skills
Results Oriented, Customer Relations, Technical Training, Social Media, Marketing
Education
Midland University 1996 — 2000
BSBA, Business Administration with a Concentration in Management Information Systems
John Rodzik's Edward Jones Experience 2000 - 2008
Job President at Rodzik Investment Management
Industry Financial Services
Experience
Tilted Kilt Pub & Eatery 2011 - Present
Rodzik Investment Management April 2006 - Present
Rodzik & Salmon April 2006 - February 2010
Edward Jones 2000 - 2008
Rodzik & Associates January 1983 - March 2006
Edward Jones 1998 - 2006
Education
Michigan State University 1972 — 1976
BA, Accounting
Roosevelt High School 1969 — 1972
Tilted Kilt Pub & Eatery 2011 - Present
Rodzik Investment Management April 2006 - Present
Rodzik & Salmon April 2006 - February 2010
Edward Jones 2000 - 2008
Rodzik & Associates January 1983 - March 2006
Edward Jones 1998 - 2006
Education
Michigan State University 1972 — 1976
BA, Accounting
Roosevelt High School 1969 — 1972
Eric DiSalle's Edward Jones Experience April 2005 - June 2007
Job Vice President at ELUS Company
Industry Utilities
Experience
ELUS Company July 2013 - Present
ELUS Company June 2007 - June 2013
Edward Jones April 2005 - June 2007
A.G. Edwards January 2003 - March 2005
Skills
Forecasting, Management, Contract Negotiation, Finance, Microsoft Excel, Financial Analysis, Strategic Planning, New Business Development, Financial Modeling, Wealth Management, Process Improvement, Investments
Education
Miami University 1998 — 2002
BS, Finance
ELUS Company July 2013 - Present
ELUS Company June 2007 - June 2013
Edward Jones April 2005 - June 2007
A.G. Edwards January 2003 - March 2005
Skills
Forecasting, Management, Contract Negotiation, Finance, Microsoft Excel, Financial Analysis, Strategic Planning, New Business Development, Financial Modeling, Wealth Management, Process Improvement, Investments
Education
Miami University 1998 — 2002
BS, Finance
Douglas Stedman's Edward Jones Experience 2000 - 2005
Job Accounting, Internal Audit & Financial Services Senior Professional
Industry Accounting
Experience
MMC Group LP March 2009 - Present
MMC Group LP March 2009 - March 2015
Home Shopping Network January 2008 - March 2009
Charles Schwab 2005 - 2008
Edward Jones 2000 - 2005
Eckerd 1998 - 2000
Romac International 1996 - 1998
Resolution Trust Corporation 1991 - 1995
Arthur Andersen 1974 - 1980
Skills
Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, Internal Audit, Due Diligence
Education
Metropolitan State University of Denver 1968 — 1974
BS, Accounting
University of Colorado Denver 1968 — 1974
MMC Group LP March 2009 - Present
MMC Group LP March 2009 - March 2015
Home Shopping Network January 2008 - March 2009
Charles Schwab 2005 - 2008
Edward Jones 2000 - 2005
Eckerd 1998 - 2000
Romac International 1996 - 1998
Resolution Trust Corporation 1991 - 1995
Arthur Andersen 1974 - 1980
Skills
Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, Internal Audit, Due Diligence
Education
Metropolitan State University of Denver 1968 — 1974
BS, Accounting
University of Colorado Denver 1968 — 1974
Sue Banville's Edward Jones Experience Sr Vice PresidentWebster Bank1996 - 1998
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Sr Vice PresidentWebster Bank1996 - 1998
Skills
Investments, Employee Benefits, Insurance, Estate Planning, Management, Retail Banking, Marketing, Retirement Planning, Team Building, Public Speaking, Strategic Planning, Asset Management, Portfolio Management, 401k Rollovers, Small Business
Education
Middlebury College 1974 — 1978
B.A., Sociology, Psychology
Simsbury High School 1970 — 1974
Middlebury College
Bachelor of Arts (BA), Sociology & Psychology
Edward Jones Sr Vice PresidentWebster Bank1996 - 1998
Skills
Investments, Employee Benefits, Insurance, Estate Planning, Management, Retail Banking, Marketing, Retirement Planning, Team Building, Public Speaking, Strategic Planning, Asset Management, Portfolio Management, 401k Rollovers, Small Business
Education
Middlebury College 1974 — 1978
B.A., Sociology, Psychology
Simsbury High School 1970 — 1974
Middlebury College
Bachelor of Arts (BA), Sociology & Psychology
Mae Luchetti's Edward Jones Experience Financial PlannerMetLife Financial ServicesApril 2003 - March 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Financial PlannerMetLife Financial ServicesApril 2003 - March 2006
Education
Michigan State University - The Eli Broad College of Business 1988 — 1990
Edward Jones Financial PlannerMetLife Financial ServicesApril 2003 - March 2006
Education
Michigan State University - The Eli Broad College of Business 1988 — 1990
Adam Ireton's Edward Jones Experience May 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2000 - Present
Lord Abbett June 1998 - May 2000
Education
Miami University 1988 — 1992
B.S., Finance
Edward Jones May 2000 - Present
Lord Abbett June 1998 - May 2000
Education
Miami University 1988 — 1992
B.S., Finance
Meagan Fishell's Edward Jones Experience July 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - Present
PulteGroup July 2003 - July 2008
Education
Metropolitan State College of Denver 2002 — 2008
Political Science/Economics
Standley Lake
Edward Jones July 2008 - Present
PulteGroup July 2003 - July 2008
Education
Metropolitan State College of Denver 2002 — 2008
Political Science/Economics
Standley Lake
Mark Otte's Edward Jones Experience August 1992 - December 2004
Job relationship manager at Heartland Payment Systems
Industry Business Supplies and Equipment
Experience
Heartland Payment Systems October 2008 - Present
Edward Jones August 1992 - December 2004
Education
Michigan State University 1970 — 1977
BA, Advertising
Heartland Payment Systems October 2008 - Present
Edward Jones August 1992 - December 2004
Education
Michigan State University 1970 — 1977
BA, Advertising
Jonathan Parr's Edward Jones Experience April 2009 - November 2011
Job Business Development at Avant Garde Brokerage
Industry Financial Services
Experience
Avant Garde Brokerage June 2014 - Present
Trading Advantage March 2014 - June 2014
Nico Trading March 2011 - March 2013
Edward Jones April 2009 - November 2011
Self Employed 2005 - 2009
Dowd Wescott 2001 - 2005
Mangino's Italian Subs 1994 - 2001
Peterson Consulting 1992 - 1994
Skills
Derivatives, Volatility Arbitrage, Options Strategies, Trading, Financial Markets, Market Making, Securities, Risk Management, Entrepreneurship, Research, Options, Equities, Investments, Trading Strategies, Portfolio Management, Leadership, Management, Finance, Electronic Trading, Mutual Funds
Education
Middlebury College 1988 — 1992
B.A., Economics
New Trier
Avant Garde Brokerage June 2014 - Present
Trading Advantage March 2014 - June 2014
Nico Trading March 2011 - March 2013
Edward Jones April 2009 - November 2011
Self Employed 2005 - 2009
Dowd Wescott 2001 - 2005
Mangino's Italian Subs 1994 - 2001
Peterson Consulting 1992 - 1994
Skills
Derivatives, Volatility Arbitrage, Options Strategies, Trading, Financial Markets, Market Making, Securities, Risk Management, Entrepreneurship, Research, Options, Equities, Investments, Trading Strategies, Portfolio Management, Leadership, Management, Finance, Electronic Trading, Mutual Funds
Education
Middlebury College 1988 — 1992
B.A., Economics
New Trier
Craig Konrad's Edward Jones Experience December 1996 - June 2003
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2003 - Present
Edward Jones December 1996 - June 2003
Skills
Trust Services, Wealth Management, Wealth Management..., Investment Advisory, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, Alternative Investments, Portfolio Management, Estate Planning, Investments
Education
Miami University 1992 — 1996
Bachelor's, Accountancy
University of Cincinnati 1990 — 1991
Fifth Third Bank June 2003 - Present
Edward Jones December 1996 - June 2003
Skills
Trust Services, Wealth Management, Wealth Management..., Investment Advisory, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, Alternative Investments, Portfolio Management, Estate Planning, Investments
Education
Miami University 1992 — 1996
Bachelor's, Accountancy
University of Cincinnati 1990 — 1991
John D. Stewart, CFA's Edward Jones Experience April 2009 - August 2012
Job Vice President, Trust Investment Officer at Farmers Trust Company
Industry Investment Management
Experience
Farmers Trust Company September 2013 - Present
Tippecanoe Capital Management August 2012 - August 2013
Edward Jones April 2009 - August 2012
Schaeffer's Investment Research September 2003 - December 2008
Morgan Stanley June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, Business Development, Equities, Investment Strategies, Equity options, Options trading, Options, Asset Management, Valuation, Portfolio Management, Investments, Equity Research, Asset Allocation, Due Diligence, Finance, Investment Advisory, Trading
Education
Miami University 1998 — 2002
B.S. Business, Finance/Statistics
Strongsville High School 1994 — 1998
College Prep
Farmers Trust Company September 2013 - Present
Tippecanoe Capital Management August 2012 - August 2013
Edward Jones April 2009 - August 2012
Schaeffer's Investment Research September 2003 - December 2008
Morgan Stanley June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, Business Development, Equities, Investment Strategies, Equity options, Options trading, Options, Asset Management, Valuation, Portfolio Management, Investments, Equity Research, Asset Allocation, Due Diligence, Finance, Investment Advisory, Trading
Education
Miami University 1998 — 2002
B.S. Business, Finance/Statistics
Strongsville High School 1994 — 1998
College Prep
Nancy Basinski's Edward Jones Experience December 2009 - November 2010
Job Owner at Nancy Basinski Art
Industry Financial Services
Experience
Cohen-Esrey Real Estate Services, LLC April 2010 - Present
Nancy Basinski Art January 2008 - Present
Edward Jones December 2009 - November 2010
Stinson, Morrison Hecker September 2009 - November 2009
Blue Valley School District February 2007 - September 2009
Frederick, Paul & Associates 1981 - 1986
Skills
Management, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Public Speaking, Budget, Research, Strategic Planning, Non-profits, Team Leadership, Social Media, PowerPoint, Account Management, Budgets, Email Marketing, Contract Negotiation, Employee Benefits, Marketing
Education
MidAmerica Nazarene University 2007 — 2008
Bachelors, Management
Cohen-Esrey Real Estate Services, LLC April 2010 - Present
Nancy Basinski Art January 2008 - Present
Edward Jones December 2009 - November 2010
Stinson, Morrison Hecker September 2009 - November 2009
Blue Valley School District February 2007 - September 2009
Frederick, Paul & Associates 1981 - 1986
Skills
Management, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Public Speaking, Budget, Research, Strategic Planning, Non-profits, Team Leadership, Social Media, PowerPoint, Account Management, Budgets, Email Marketing, Contract Negotiation, Employee Benefits, Marketing
Education
MidAmerica Nazarene University 2007 — 2008
Bachelors, Management
Howard O. Hunt, CFP, AAMS's Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2009 - Present
Delphi Automotive Systems May 2009 - June 2009
Delphi Saginaw Steering Systems October 2008 - May 2009
Delphi Saginaw Steering Systems February 2007 - September 2008
Delphi Saginaw Steering Systems July 2002 - January 2007
Delphi Saginaw Steering Systems August 2000 - June 2001
Delphi Saginaw Steering Systems November 1999 - July 2000
Delphi Saginaw Steering Systems January 1998 - October 1999
Monitor Sugar Company May 1995 - December 1997
First of America Bank October 1992 - April 1995
Skills
Forecasting, Process Improvement, Six Sigma, Budgets, Analysis, Management, Program Management, Finance, Strategic Planning, Change Management, Continuous Improvement, Accounting, Lean Manufacturing, Manufacturing, Start-ups, Financial Analysis, Strategic Financial..., Capital Budgeting, Financial Reporting, Financial Modeling, Portfolio Management, Investments, Cash Flow, Managerial Finance
Education
Walsh College 1989 — 1991
MS, Finance, with Distinction
Miami University 1979 — 1983
B.S. Business Administration, Accounting
Birmingham Seaholm High School 1977 — 1979
Edward Jones June 2009 - Present
Delphi Automotive Systems May 2009 - June 2009
Delphi Saginaw Steering Systems October 2008 - May 2009
Delphi Saginaw Steering Systems February 2007 - September 2008
Delphi Saginaw Steering Systems July 2002 - January 2007
Delphi Saginaw Steering Systems August 2000 - June 2001
Delphi Saginaw Steering Systems November 1999 - July 2000
Delphi Saginaw Steering Systems January 1998 - October 1999
Monitor Sugar Company May 1995 - December 1997
First of America Bank October 1992 - April 1995
Skills
Forecasting, Process Improvement, Six Sigma, Budgets, Analysis, Management, Program Management, Finance, Strategic Planning, Change Management, Continuous Improvement, Accounting, Lean Manufacturing, Manufacturing, Start-ups, Financial Analysis, Strategic Financial..., Capital Budgeting, Financial Reporting, Financial Modeling, Portfolio Management, Investments, Cash Flow, Managerial Finance
Education
Walsh College 1989 — 1991
MS, Finance, with Distinction
Miami University 1979 — 1983
B.S. Business Administration, Accounting
Birmingham Seaholm High School 1977 — 1979
Ryan Gourneau's Edward Jones Experience November 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Pep Boys December 2001 - August 2006
Education
Michigan Technological University 1992 — 1996
Bachelor of Science, Business Administration-Industrial Management
Edward Jones November 2007 - Present
Pep Boys December 2001 - August 2006
Education
Michigan Technological University 1992 — 1996
Bachelor of Science, Business Administration-Industrial Management
Steve Strouse's Edward Jones Experience 2005 - 2007
Job Personal Banker at Fifth Third Bank
Industry Information Technology and Services
Experience
Fifth Third Bank August 2014 - Present
ADT Security Services 2014 - 2014
Sears Holdings Corporation 2013 - 2013
CORE ECS, Inc. 2012 - 2013
SkillsTutor 2011 - 2012
SMART Technologies 2009 - 2011
Scholastic Classroom & Library Group 2007 - 2009
Edward Jones 2005 - 2007
Gateway 2002 - 2004
InLine Bridges 1999 - 2002
Skills
Consultative Selling, Teaching, Educational Technology, Marketing Strategy, Problem Solving, Team Leadership, Business Management, Training & Development, Financial Planning, Selling, Management, Program Management, Solution Selling, K-12, E-Learning, Sales, Proposal Writing, Instructional Design, Recruiting, Marketing, Sales Management, Customer Satisfaction, Strategy, Salesforce.com, Sales Operations, Sales Presentations, Training, Direct Sales, Leadership, Account Management, Lead Generation, Cold Calling, CRM, Business Development, Forecasting, Process Improvement, Sales Process, Consulting, Project Management
Education
Miami University
Masters of Business Administration (MBA), Marketing
Miami University
Bachelor of Science, Education, Elementary Education
Fifth Third Bank August 2014 - Present
ADT Security Services 2014 - 2014
Sears Holdings Corporation 2013 - 2013
CORE ECS, Inc. 2012 - 2013
SkillsTutor 2011 - 2012
SMART Technologies 2009 - 2011
Scholastic Classroom & Library Group 2007 - 2009
Edward Jones 2005 - 2007
Gateway 2002 - 2004
InLine Bridges 1999 - 2002
Skills
Consultative Selling, Teaching, Educational Technology, Marketing Strategy, Problem Solving, Team Leadership, Business Management, Training & Development, Financial Planning, Selling, Management, Program Management, Solution Selling, K-12, E-Learning, Sales, Proposal Writing, Instructional Design, Recruiting, Marketing, Sales Management, Customer Satisfaction, Strategy, Salesforce.com, Sales Operations, Sales Presentations, Training, Direct Sales, Leadership, Account Management, Lead Generation, Cold Calling, CRM, Business Development, Forecasting, Process Improvement, Sales Process, Consulting, Project Management
Education
Miami University
Masters of Business Administration (MBA), Marketing
Miami University
Bachelor of Science, Education, Elementary Education
Kevin DeStefanis, ChFC®, CLU®'s Edward Jones Experience March 2013 - September 2013
Job Blue Chip Circle Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
MassMutual Financial Group September 2013 - December 2014
Edward Jones March 2013 - September 2013
Edward Jones March 2011 - March 2013
Edward Jones July 2010 - February 2011
Skills
Series 7, Annuity Sales, Customer Service, Fixed Annuities, Insurance, Life Insurance, Sales, Retirement, Retirement Planning
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
MassMutual Financial Group December 2014 - Present
MassMutual Financial Group September 2013 - December 2014
Edward Jones March 2013 - September 2013
Edward Jones March 2011 - March 2013
Edward Jones July 2010 - February 2011
Skills
Series 7, Annuity Sales, Customer Service, Fixed Annuities, Insurance, Life Insurance, Sales, Retirement, Retirement Planning
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
Emily Claire, MBA's Edward Jones Experience June 2015 - Present
Job Financial Advisor dedicated to helping clients meet their financial goals
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Southern Illinois University September 2013 - May 2015
Southern Illinois University March 2012 - September 2013
Geology.com February 2012 - March 2012
Southern Illinois University November 2010 - February 2012
Union County Housing Authority January 2011 - August 2011
Boston Medical Center November 2009 - June 2010
State Street Corporation April 2007 - February 2009
State Street Corporation via Spherion Professional Services February 2006 - March 2007
Constellation NewEnergy via Beacon Hill Staffing Group May 2005 - February 2006
Skills
French, Technical Writing, Training, Research, Writing, Business Analysis, Communication, Data Analysis, Dreamweaver, Integrity, Knowledge Management, Outlook, Projects, Queries, Websites, Windows, Microsoft Word, Workflow, Administrative Work, Internal Communications, Blogging, Creative Writing
Education
Southern Illinois University, Carbondale 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0/4.0
Institut Supérieur Maria Montessori 2003 — 2004
International Montessori Association Diploma, Education, Montessori
Mount Holyoke College 1994 — 1999
Bachelor of Arts, Major in English, Minor in French, 3.91/4.0
Middlebury College 1998 — 1998
French summer immersion program, 3.8/4.0
Edward Jones June 2015 - Present
Southern Illinois University September 2013 - May 2015
Southern Illinois University March 2012 - September 2013
Geology.com February 2012 - March 2012
Southern Illinois University November 2010 - February 2012
Union County Housing Authority January 2011 - August 2011
Boston Medical Center November 2009 - June 2010
State Street Corporation April 2007 - February 2009
State Street Corporation via Spherion Professional Services February 2006 - March 2007
Constellation NewEnergy via Beacon Hill Staffing Group May 2005 - February 2006
Skills
French, Technical Writing, Training, Research, Writing, Business Analysis, Communication, Data Analysis, Dreamweaver, Integrity, Knowledge Management, Outlook, Projects, Queries, Websites, Windows, Microsoft Word, Workflow, Administrative Work, Internal Communications, Blogging, Creative Writing
Education
Southern Illinois University, Carbondale 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0/4.0
Institut Supérieur Maria Montessori 2003 — 2004
International Montessori Association Diploma, Education, Montessori
Mount Holyoke College 1994 — 1999
Bachelor of Arts, Major in English, Minor in French, 3.91/4.0
Middlebury College 1998 — 1998
French summer immersion program, 3.8/4.0
Chris Wilks's Edward Jones Experience June 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 1993 - Present
Education
Miami University 1989 — 1991
personnel mgt
Edward Jones June 1993 - Present
Education
Miami University 1989 — 1991
personnel mgt
Matt Stemm's Edward Jones Experience June 2003 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2003 - Present
Edward jones 2003 - Present
Skills
Retirement Planning, Investments
Education
Miami University 1999 — 2003
Business, Marketing, Finance
Edward Jones June 2003 - Present
Edward jones 2003 - Present
Skills
Retirement Planning, Investments
Education
Miami University 1999 — 2003
Business, Marketing, Finance
Bradley Scherer's Edward Jones Experience September 2012 - Present
Job Financial Advisor at Edward Jones
Industry Fund-Raising
Experience
Edward Jones September 2012 - Present
Edward Jones November 2011 - September 2012
MSU Greenline September 2009 - November 2011
University Advancement May 2010 - September 2010
Communication 225: An Intro to Interpersonal Communication September 2009 - January 2010
MSU Greenline May 2008 - April 2009
MSU Greenline September 2007 - May 2008
AMC November 2004 - August 2007
Education
Michigan State University 2007 — 2011
Bs, Communication, specialization in sales
Edward Jones September 2012 - Present
Edward Jones November 2011 - September 2012
MSU Greenline September 2009 - November 2011
University Advancement May 2010 - September 2010
Communication 225: An Intro to Interpersonal Communication September 2009 - January 2010
MSU Greenline May 2008 - April 2009
MSU Greenline September 2007 - May 2008
AMC November 2004 - August 2007
Education
Michigan State University 2007 — 2011
Bs, Communication, specialization in sales
Jeffery Thompson's Edward Jones Experience November 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones November 2010 - Present
CUTCO Cutlery May 2004 - May 2005
Skills
Financial Planning, Coachable, Business Strategy
Education
Miami University 2005 — 2010
Bachelor in business, Finance, Economics
Edward Jones November 2010 - Present
CUTCO Cutlery May 2004 - May 2005
Skills
Financial Planning, Coachable, Business Strategy
Education
Miami University 2005 — 2010
Bachelor in business, Finance, Economics
Keith Bettencourt's Edward Jones Experience 2003 - 2006
Job Compliance Manager at Capital One
Industry Financial Services
Experience
Capital One 2009 - Present
HSBC Securities 2006 - 2009
Edward Jones 2003 - 2006
Education
State University of New York College at Oswego 1997 — 1998
BA, Public Justice
Miami University 1993 — 1996
Cincinnati Moeller HS 1989 — 1993
Capital One 2009 - Present
HSBC Securities 2006 - 2009
Edward Jones 2003 - 2006
Education
State University of New York College at Oswego 1997 — 1998
BA, Public Justice
Miami University 1993 — 1996
Cincinnati Moeller HS 1989 — 1993
Karen Hoffman's Edward Jones Experience April 2008 - December 2011
Job Retired for now. Volunteer at Project Angel Heart
Industry Information Technology and Services
Experience
Home Plate Meals Personal Chef Service March 2012 - Present
Edward Jones April 2008 - December 2011
Qwest Communications June 1974 - September 2004
Skills
Vendor Management, Analysis, Business Process, Management, Six Sigma, Telecommunications, Team Building, Project Management, Process Improvement, Service Management, Information Technology
Education
Villanova University 2010 — 2011
Six Sigma Green Belt
International Wine Guild 2008 — 2008
Advanced Cellar Manager, Wine
Metropolitan State University of Denver 1980 — 1990
B.S., Computer Information Management
Home Plate Meals Personal Chef Service March 2012 - Present
Edward Jones April 2008 - December 2011
Qwest Communications June 1974 - September 2004
Skills
Vendor Management, Analysis, Business Process, Management, Six Sigma, Telecommunications, Team Building, Project Management, Process Improvement, Service Management, Information Technology
Education
Villanova University 2010 — 2011
Six Sigma Green Belt
International Wine Guild 2008 — 2008
Advanced Cellar Manager, Wine
Metropolitan State University of Denver 1980 — 1990
B.S., Computer Information Management
Mae Luchetti's Edward Jones Experience Financial AdvisorEdward JonesApril 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Financial AdvisorEdward JonesApril 2006 - Present
MetLife Financial Services May 2003 - March 2006
PensionTrend Inc./PensionTrend Advisors LLC December 1994 - May 2003
Education
Michigan State University - The Eli Broad College of Business 1988 — 1990
Edward Jones Financial AdvisorEdward JonesApril 2006 - Present
MetLife Financial Services May 2003 - March 2006
PensionTrend Inc./PensionTrend Advisors LLC December 1994 - May 2003
Education
Michigan State University - The Eli Broad College of Business 1988 — 1990
Nancy Storey's Edward Jones Experience May 2004 - July 2010
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2004 - July 2010
Education
Michigan State University 1967 — 1986
Bachelor of Arts (B.A.), English/Education
Edward Jones May 2004 - July 2010
Education
Michigan State University 1967 — 1986
Bachelor of Arts (B.A.), English/Education
Richard Nasdeo's Edward Jones Experience November 2006 - August 2007
Job Assistant Vice President/Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Prudential Financial October 2010 - May 2011
PNC Bank August 2007 - October 2010
Edward Jones November 2006 - August 2007
Vertis Inc October 1999 - September 2006
American List Council January 1997 - January 1999
Creative Automation Company January 1991 - January 1994
Skills
Marketing, Direct Marketing, Management, Sales, New Business Development, Investments, Integrated Marketing, Start-ups, Banking, Budgets, Finance, Financial Services, Selling, Strategic Planning
Education
Thomas Edison State College
BS, Business Management
Middlesex County College
High Honors with an Associates of Science degree, Business Administration
Merrill Lynch May 2011 - Present
Prudential Financial October 2010 - May 2011
PNC Bank August 2007 - October 2010
Edward Jones November 2006 - August 2007
Vertis Inc October 1999 - September 2006
American List Council January 1997 - January 1999
Creative Automation Company January 1991 - January 1994
Skills
Marketing, Direct Marketing, Management, Sales, New Business Development, Investments, Integrated Marketing, Start-ups, Banking, Budgets, Finance, Financial Services, Selling, Strategic Planning
Education
Thomas Edison State College
BS, Business Management
Middlesex County College
High Honors with an Associates of Science degree, Business Administration
Jeff Mathis's Edward Jones Experience September 1999 - November 2007
Job Division Manager at Next Financial
Industry Financial Services
Experience
Southern Heritage Financial Group November 2007 - Present
Next Financial November 2007 - Present
Edward Jones September 1999 - November 2007
GE Appliances February 1994 - September 1999
Amana Refrigeration February 1987 - February 1994
Skills
Public Speaking, Singing, Team Leadership, Broadcast, Investment Strategies, Retirement Planning, Retirement Income..., Estate Planning, Management Consulting, Sales Management, Retirement, Business Development, Finance, Recruiting, Sales, Insurance, Series 63, Marketing, IRAs, Financial Advisory, Wealth, Wealth Management, Strategic Financial..., Financial Planners, Investment Advisory, 401k, Securities, Asset Management, Small Business, Investments, Series 7, Portfolio Management, Fixed Annuities, Life Insurance, Financial Services, Wealth Accumulation, Asset Allocation, Mutual Funds
Education
Middle Tennessee State University 1983 — 1985
Business, Finance
Florida College 1980 — 1982
Associate's degree, General Studies
Lincoln County High School 1976 — 1980
Southern Heritage Financial Group November 2007 - Present
Next Financial November 2007 - Present
Edward Jones September 1999 - November 2007
GE Appliances February 1994 - September 1999
Amana Refrigeration February 1987 - February 1994
Skills
Public Speaking, Singing, Team Leadership, Broadcast, Investment Strategies, Retirement Planning, Retirement Income..., Estate Planning, Management Consulting, Sales Management, Retirement, Business Development, Finance, Recruiting, Sales, Insurance, Series 63, Marketing, IRAs, Financial Advisory, Wealth, Wealth Management, Strategic Financial..., Financial Planners, Investment Advisory, 401k, Securities, Asset Management, Small Business, Investments, Series 7, Portfolio Management, Fixed Annuities, Life Insurance, Financial Services, Wealth Accumulation, Asset Allocation, Mutual Funds
Education
Middle Tennessee State University 1983 — 1985
Business, Finance
Florida College 1980 — 1982
Associate's degree, General Studies
Lincoln County High School 1976 — 1980
Jordan Conner's Edward Jones Experience July 2010 - June 2011
Job Human Resources Professional
Industry Human Resources
Experience
Edward Jones July 2010 - June 2011
Cabela's August 2007 - July 2010
Nazarene Publishing House June 2004 - August 2007
Education
MidAmerica Nazarene University 2000 — 2004
BA, Business Psychology
Edward Jones July 2010 - June 2011
Cabela's August 2007 - July 2010
Nazarene Publishing House June 2004 - August 2007
Education
MidAmerica Nazarene University 2000 — 2004
BA, Business Psychology
Colton Lowry's Edward Jones Experience August 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Northwestern Mutual March 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Public Speaking, Data Analysis, Microsoft Word, Social Media, Leadership, Time Management, Research, Financial Analysis, Teamwork, Critical Thinking, Customer Service, Outlook, Sales, Accounting, Market Research, Event Planning, Team Building, Marketing, Social Networking, Financial Modeling, Budgets, Finance, Forecasting, Strategic Financial..., Financial Reporting, Investments, Retirement Planning, Financial Accounting, Portfolio Management, Strategic Planning
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, General
West LIberty- Salem Highschool 1998 — 2009
Edward Jones August 2013 - Present
Northwestern Mutual March 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Public Speaking, Data Analysis, Microsoft Word, Social Media, Leadership, Time Management, Research, Financial Analysis, Teamwork, Critical Thinking, Customer Service, Outlook, Sales, Accounting, Market Research, Event Planning, Team Building, Marketing, Social Networking, Financial Modeling, Budgets, Finance, Forecasting, Strategic Financial..., Financial Reporting, Investments, Retirement Planning, Financial Accounting, Portfolio Management, Strategic Planning
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, General
West LIberty- Salem Highschool 1998 — 2009
Noel Jolie's Edward Jones Experience December 2005 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones December 2005 - Present
Skills
Organizational..., Horseback Riding, Music
Education
Miami University
Bachelors, life
Radford University
Diploma for smartest person, to execute a fire alarm
Edward Jones December 2005 - Present
Skills
Organizational..., Horseback Riding, Music
Education
Miami University
Bachelors, life
Radford University
Diploma for smartest person, to execute a fire alarm
Mike Weldy's Edward Jones Experience November 2003 - January 2009
Job Owner / President at Weldy Financial & Wealth Management LLC
Industry Financial Services
Experience
Weldy Financial & Wealth Management LLC January 2009 - Present
Edward Jones November 2003 - January 2009
U.S. Army TACOM LCMC January 1998 - November 2003
Education
Miami University 2010 — 2012
Currently attending Masters Program, Finance
Vincennes University 1996 — 2003
Bachelor or Science, Business
Weldy Financial & Wealth Management LLC January 2009 - Present
Edward Jones November 2003 - January 2009
U.S. Army TACOM LCMC January 1998 - November 2003
Education
Miami University 2010 — 2012
Currently attending Masters Program, Finance
Vincennes University 1996 — 2003
Bachelor or Science, Business
Laura Doerr's Edward Jones Experience September 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Taranto & Associates, CPA October 2008 - August 2011
Bank of America October 2007 - October 2008
Education
Middlesex County College
Associate of Arts (AA)
Edward Jones September 2011 - Present
Taranto & Associates, CPA October 2008 - August 2011
Bank of America October 2007 - October 2008
Education
Middlesex County College
Associate of Arts (AA)
Santiago Rios III's Edward Jones Experience 2013 - Present
Job
Industry Retail
Experience
Edward Jones 2013 - Present
The Art of Shaving 2011 - 2012
S&K Menswear 2001 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets
Education
Michigan State University
Edward Jones 2013 - Present
The Art of Shaving 2011 - 2012
S&K Menswear 2001 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets
Education
Michigan State University
Louise Seelig's Edward Jones Experience January 2004 - May 2008
Job Social Work Professional and Paralegal Professional
Industry Hospital & Health Care
Experience
Continuing Education (21 classes) 2008 - 2015
Continuing Education (1 Class) 2014 - 2014
Edward Jones January 2004 - May 2008
McLaren Home Care Group (previously Visiting Nurse Service of Michigan) September 2004 - April 2006
Continuing Education (2 Classes) 2004 - 2006
Continuing Education (5 Classes) 2002 - 2004
State of Michigan 1986 - 2002
Education
Michigan State University 2004 — 2006
Master's degree, Social Work, 3.8 out of 4.0
UNC Friday Center 2013 — 2013
Paralegal Certificate Program (six months)
Continuing Education (21 classes) 2008 - 2015
Continuing Education (1 Class) 2014 - 2014
Edward Jones January 2004 - May 2008
McLaren Home Care Group (previously Visiting Nurse Service of Michigan) September 2004 - April 2006
Continuing Education (2 Classes) 2004 - 2006
Continuing Education (5 Classes) 2002 - 2004
State of Michigan 1986 - 2002
Education
Michigan State University 2004 — 2006
Master's degree, Social Work, 3.8 out of 4.0
UNC Friday Center 2013 — 2013
Paralegal Certificate Program (six months)
David Sommerville's Edward Jones Experience April 2004 - October 2012
Job Teacher
Industry Government Relations
Experience
Orange County Public Schools January 2014 - Present
Gilman & Associates 2013 - 2013
Edward Jones April 2004 - October 2012
Skills
Series 7, Retirement
Education
Michigan State University 1986 — 1988
Master's degree, Educational Leadership and Administration, General, 3.8
University of Puget Sound 1980 — 1981
Bachelor's degree, Elementary Education and Teaching, 3.8
Western Washington University
Bachelor's degree, Political Science and Government
Orange County Public Schools January 2014 - Present
Gilman & Associates 2013 - 2013
Edward Jones April 2004 - October 2012
Skills
Series 7, Retirement
Education
Michigan State University 1986 — 1988
Master's degree, Educational Leadership and Administration, General, 3.8
University of Puget Sound 1980 — 1981
Bachelor's degree, Elementary Education and Teaching, 3.8
Western Washington University
Bachelor's degree, Political Science and Government
Pat Ready's Edward Jones Experience August 2013 - Present
Job Edward Jones Investment
Industry Financial Services
Experience
Edward Jones August 2013 - Present
South Caronlina Department of Employment and Workforce February 2006 - March 2013
SC DEW 2006 - 2013
Education
Midlands Technical College 1986 — 1987
Allied Health, Dental Assisting/Assistant
Edward Jones August 2013 - Present
South Caronlina Department of Employment and Workforce February 2006 - March 2013
SC DEW 2006 - 2013
Education
Midlands Technical College 1986 — 1987
Allied Health, Dental Assisting/Assistant
Brandi K's Edward Jones Experience July 2001 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2001 - Present
Education
Michigan State University 1991 — 1995
Bachelor's Degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
Edward Jones July 2001 - Present
Education
Michigan State University 1991 — 1995
Bachelor's Degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation