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
Jim Yonge Jim Yonge's Edward Jones Experience December 1997 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1997 - Present
Mississippi State University August 1967 - August 1995
George County Public Schools September 1964 - June 1965
Skills
Public Speaking, Conservation Framing, Rosarian, Flower and vegetable..., Rural Community..., Resource Development, Leadership, Strategic Planning, Financial Analysis, Agriculture, Strategic Financial...
Education
Mississippi State University 1965 — 1967
Master's Degree, Agricultural Economics
Mississippi State University 1962 — 1964
Bachelor's Degree, Agricultural Education
Mississippi Gulf Coast Community College 1960 — 1962
Associate's degree, Agricultural Education
Edward Jones December 1997 - Present
Mississippi State University August 1967 - August 1995
George County Public Schools September 1964 - June 1965
Skills
Public Speaking, Conservation Framing, Rosarian, Flower and vegetable..., Rural Community..., Resource Development, Leadership, Strategic Planning, Financial Analysis, Agriculture, Strategic Financial...
Education
Mississippi State University 1965 — 1967
Master's Degree, Agricultural Economics
Mississippi State University 1962 — 1964
Bachelor's Degree, Agricultural Education
Mississippi Gulf Coast Community College 1960 — 1962
Associate's degree, Agricultural Education
Kimberly Swanson Kimberly Swanson's Edward Jones Experience August 2012 - April 2013
Job Sales Executive at Wixon Jewelers
Industry Retail
Experience
Wixon Jewelers November 2014 - Present
Wedding Day Diamonds April 2013 - November 2014
Edward Jones August 2012 - April 2013
Jared the Galleria of Jewelry June 2006 - October 2012
COUNTRY Financial® May 2009 - January 2011
Helzberg Diamonds November 2001 - June 2006
Skills
Sales Management, Event Management, Event Planning, Employee Training, Budget Management, Budget Monitoring, Scheduling, Customer Service, Microsoft Office, Computer Proficiency, Relationship Management, Retail Sales, Sales, Store Management, Management, Leadership, Recruiting, Hiring
Education
Minnesota State Community and Technical College 2000 — 2002
Associate's Degree, Computer Programming, 3.93 GPA
North Dakota State University 1999 — 2000
Transfer Student, Business Administration and Management, General, Transfer Student
Wixon Jewelers November 2014 - Present
Wedding Day Diamonds April 2013 - November 2014
Edward Jones August 2012 - April 2013
Jared the Galleria of Jewelry June 2006 - October 2012
COUNTRY Financial® May 2009 - January 2011
Helzberg Diamonds November 2001 - June 2006
Skills
Sales Management, Event Management, Event Planning, Employee Training, Budget Management, Budget Monitoring, Scheduling, Customer Service, Microsoft Office, Computer Proficiency, Relationship Management, Retail Sales, Sales, Store Management, Management, Leadership, Recruiting, Hiring
Education
Minnesota State Community and Technical College 2000 — 2002
Associate's Degree, Computer Programming, 3.93 GPA
North Dakota State University 1999 — 2000
Transfer Student, Business Administration and Management, General, Transfer Student
Joe Salloum Joe Salloum's Edward Jones Experience Finance AnalystKellogg Company2009 - 2010
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones Finance AnalystKellogg Company2009 - 2010
South MS Associates in Radiation Therapy 2006 - 2009
Skills
Investments, Retirement, Retirement Planning, Finance, Financial Advisory, Investment Strategies, IRAs, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Strategic Financial..., Financial Services, Asset Allocation, Portfolio Management, Estate Planning, 401k, Financial Planners, Bonds, Wealth Accumulation, 401k Rollovers, Fixed Annuities, High Net Worth..., College Savings Plans, Stocks, Securities, Investment Management, Wealth Management..., Equities, Alternative Investments, ETFs, Life Insurance, Asset Management, Long-term Care, Term Life Insurance, Series 6
Education
Mississippi State University
Bachelor's degree, Accounting and Finance
Western Michigan University - Haworth College of Business
Master of Business Administration (MBA), Investments and Securities
Edward Jones Finance AnalystKellogg Company2009 - 2010
South MS Associates in Radiation Therapy 2006 - 2009
Skills
Investments, Retirement, Retirement Planning, Finance, Financial Advisory, Investment Strategies, IRAs, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Strategic Financial..., Financial Services, Asset Allocation, Portfolio Management, Estate Planning, 401k, Financial Planners, Bonds, Wealth Accumulation, 401k Rollovers, Fixed Annuities, High Net Worth..., College Savings Plans, Stocks, Securities, Investment Management, Wealth Management..., Equities, Alternative Investments, ETFs, Life Insurance, Asset Management, Long-term Care, Term Life Insurance, Series 6
Education
Mississippi State University
Bachelor's degree, Accounting and Finance
Western Michigan University - Haworth College of Business
Master of Business Administration (MBA), Investments and Securities
Bradley Hickman Bradley Hickman's Edward Jones Experience June 2006 - October 2010
Job Investment Advisory Sales & Marketing
Industry Financial Services
Experience
AIG Advisor Group February 2015 - Present
AIG/Woodbury Financial August 2012 - February 2015
Ameriprise Financial October 2010 - July 2012
Edward Jones June 2006 - October 2010
Cycle Country Accessories Corporation August 1997 - June 2006
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Fixed Annuities, Investments, Investment Strategies, Securities, Uniform Combined State..., Estate Planning, 401k, Portfolio Management, IRAs, Asset Management, Alternative Investments, Pershing NET X 360, AIG VISION 2020, Series 66
Education
Minneapolis Community and Technical College 2012 — 2014
Riverland Community College 1995 — 1997
AIG Advisor Group February 2015 - Present
AIG/Woodbury Financial August 2012 - February 2015
Ameriprise Financial October 2010 - July 2012
Edward Jones June 2006 - October 2010
Cycle Country Accessories Corporation August 1997 - June 2006
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Fixed Annuities, Investments, Investment Strategies, Securities, Uniform Combined State..., Estate Planning, 401k, Portfolio Management, IRAs, Asset Management, Alternative Investments, Pershing NET X 360, AIG VISION 2020, Series 66
Education
Minneapolis Community and Technical College 2012 — 2014
Riverland Community College 1995 — 1997
Jeremy Brokate Jeremy Brokate's Edward Jones Experience 2004 - 2005
Job Executive Vice President at Brokate Janitorial
Industry Facilities Services
Experience
Brokate Janitorial 2010 - Present
Brokate Janitorial 2006 - 2010
Brokate Janitorial February 2005 - 2006
Edward Jones 2004 - 2005
Brokate Janitorial 1995 - 2004
Skills
Budgets, Customer Service, Team Building, Social Media, Strategic Planning, Small Business, Leadership, Commercial Cleaning
Education
Missouri Southern State University 2000 — 2004
Bachelor's Degree, Finance and Economics
Brokate Janitorial 2010 - Present
Brokate Janitorial 2006 - 2010
Brokate Janitorial February 2005 - 2006
Edward Jones 2004 - 2005
Brokate Janitorial 1995 - 2004
Skills
Budgets, Customer Service, Team Building, Social Media, Strategic Planning, Small Business, Leadership, Commercial Cleaning
Education
Missouri Southern State University 2000 — 2004
Bachelor's Degree, Finance and Economics
Jolie Simons Jolie Simons's Edward Jones Experience February 2012 - August 2015
Job Technical Writer at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2015 - Present
Edward Jones February 2012 - August 2015
Talx July 2009 - February 2012
Self Employed October 2007 - October 2008
Skills
Dreamweaver, HTML, InDesign, CSS, Technical Writing, Editing, Writing, RoboHelp, User Experience, User Experience Testing, WordPress, Usability, Photoshop, Content Writing, CMS, Web Design, Graphic Design, Copy Editing, Research, Social Media, SEO, Editorial, Blogging, Information Architecture
Education
Missouri State University
Bachelor of Science, Professional Writing
Envestnet, Inc August 2015 - Present
Edward Jones February 2012 - August 2015
Talx July 2009 - February 2012
Self Employed October 2007 - October 2008
Skills
Dreamweaver, HTML, InDesign, CSS, Technical Writing, Editing, Writing, RoboHelp, User Experience, User Experience Testing, WordPress, Usability, Photoshop, Content Writing, CMS, Web Design, Graphic Design, Copy Editing, Research, Social Media, SEO, Editorial, Blogging, Information Architecture
Education
Missouri State University
Bachelor of Science, Professional Writing
Ray Stilwell Ray Stilwell's Edward Jones Experience January 2005 - December 2011
Job Operations | Project Manager
Industry Aviation & Aerospace
Experience
The Stilwell Group December 2011 - Present
Edward Jones January 2005 - December 2011
TXU Energy August 2001 - December 2004
United States Air Force September 1989 - July 2001
Skills
Operations Management, Project Management, Team Leadership, Wealth Management, Aircraft Maintenance, Strategic Financial..., Aircraft Maintenance..., Logistics, Microsoft Project, Financial Analysis, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Estate Planning, Contractor Management, Budgets, Union Relations, Team Building, Cross-functional Team..., Public Speaking, Presentations, Business Analysis, Business Strategy, Training, Process Improvement, Benefit Cost Analysis, Mutual Funds, Retirement Planning, Root Cause Analysis, Customer Service
Education
Midwestern State University 1999 — 2001
MBA, Business Administration and Management, General
Embry-Riddle Aeronautical University 1991 — 1997
Bachelor of Science (BS), Professional Aeronautics
Agawam High School 1982 — 1985
The Stilwell Group December 2011 - Present
Edward Jones January 2005 - December 2011
TXU Energy August 2001 - December 2004
United States Air Force September 1989 - July 2001
Skills
Operations Management, Project Management, Team Leadership, Wealth Management, Aircraft Maintenance, Strategic Financial..., Aircraft Maintenance..., Logistics, Microsoft Project, Financial Analysis, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Estate Planning, Contractor Management, Budgets, Union Relations, Team Building, Cross-functional Team..., Public Speaking, Presentations, Business Analysis, Business Strategy, Training, Process Improvement, Benefit Cost Analysis, Mutual Funds, Retirement Planning, Root Cause Analysis, Customer Service
Education
Midwestern State University 1999 — 2001
MBA, Business Administration and Management, General
Embry-Riddle Aeronautical University 1991 — 1997
Bachelor of Science (BS), Professional Aeronautics
Agawam High School 1982 — 1985
Sandy Larson Sandy Larson's Edward Jones Experience January 2013 - 2014
Job Advertising Executive, The Joplin Globe
Industry Newspapers
Experience
The Joplin Globe December 2014 - Present
Edward Jones January 2013 - 2014
The Joplin Globe August 2006 - January 2013
Skills
Advertising, Leadership, Marketing, Marketing Communications, Marketing Strategy, Microsoft Office, Online Advertising, Sales, Sales Management, Social Media, Social Media Marketing, Social Networking, Facebook, Insurance, Financial Analysis, B2B, Advertising Sales, Management, Time Management, Small Business, Digital Media, Team Building, Editing, Online Marketing, Event Management, Media Relations, Customer Service, Public Relations, Public Speaking, Event Planning, Strategic Planning, Press Releases, Email Marketing, Copywriting, New Business Development, Leadership Development, Digital Marketing, Account Management, New Media, Direct Marketing, Media Planning, Newsletters, SEO, Newspapers, Publishing, Brand Development, Finance, Fundraising, Integrated Marketing, Market Research
Education
Pittsburg State University 2005 — 2006
Master of Business Administration (MBA), Finance, General
Missouri Southern State University 2002 — 2005
B.S.B.A, Economics/Finance
Mile High Adjusters
Licence Independent Claims Adjuster, Insurance Claims Adjuster
The Joplin Globe December 2014 - Present
Edward Jones January 2013 - 2014
The Joplin Globe August 2006 - January 2013
Skills
Advertising, Leadership, Marketing, Marketing Communications, Marketing Strategy, Microsoft Office, Online Advertising, Sales, Sales Management, Social Media, Social Media Marketing, Social Networking, Facebook, Insurance, Financial Analysis, B2B, Advertising Sales, Management, Time Management, Small Business, Digital Media, Team Building, Editing, Online Marketing, Event Management, Media Relations, Customer Service, Public Relations, Public Speaking, Event Planning, Strategic Planning, Press Releases, Email Marketing, Copywriting, New Business Development, Leadership Development, Digital Marketing, Account Management, New Media, Direct Marketing, Media Planning, Newsletters, SEO, Newspapers, Publishing, Brand Development, Finance, Fundraising, Integrated Marketing, Market Research
Education
Pittsburg State University 2005 — 2006
Master of Business Administration (MBA), Finance, General
Missouri Southern State University 2002 — 2005
B.S.B.A, Economics/Finance
Mile High Adjusters
Licence Independent Claims Adjuster, Insurance Claims Adjuster
Eric Costello Eric Costello's Edward Jones Experience February 1999 - May 2013
Job President at Costello Wealth Strategies (831) 7082395
Industry Financial Services
Experience
Costello Wealth Strategies June 2013 - Present
Raymond James Financial Services, Inc May 2013 - Present
Edward Jones February 1999 - May 2013
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, 401k, Brokerage, Financial Services, Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial..., Small Business, Alternative Investments, Investment Advisory, Term Life Insurance, Insurance, Long Term Care Insurance, Life Insurance, IRAs, Mortgage Lending, Budget Setting, Budgets, Stocks, Stock Management, Strategic Planning, Customer Service, Bloomberg, S&P, Trading, Market Analysis, Research, Risk Assessment
Education
Midwestern State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Costello Wealth Strategies June 2013 - Present
Raymond James Financial Services, Inc May 2013 - Present
Edward Jones February 1999 - May 2013
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, 401k, Brokerage, Financial Services, Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial..., Small Business, Alternative Investments, Investment Advisory, Term Life Insurance, Insurance, Long Term Care Insurance, Life Insurance, IRAs, Mortgage Lending, Budget Setting, Budgets, Stocks, Stock Management, Strategic Planning, Customer Service, Bloomberg, S&P, Trading, Market Analysis, Research, Risk Assessment
Education
Midwestern State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Kasandra Hodge Kasandra Hodge's Edward Jones Experience September 2012 - Present
Job Financial Advisor Talent Acquisition at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Skills
Customer Service, Customer Relations, Banking, Microsoft Office, Mentoring, Retirement, Policy, Management, Communication, Merchandising, Sales, Recruiting, Facilitators, Finance, Talent Acquisition, Coaching, Process Improvement, Analysis, Team Building, Interviews, Onboarding, Teamwork, Hiring, Relationship Management, Training, Mortgage Lending, Applicant Tracking...
Education
Missouri State University 1992 — 1996
Bachelor of Science
Edward Jones September 2012 - Present
Skills
Customer Service, Customer Relations, Banking, Microsoft Office, Mentoring, Retirement, Policy, Management, Communication, Merchandising, Sales, Recruiting, Facilitators, Finance, Talent Acquisition, Coaching, Process Improvement, Analysis, Team Building, Interviews, Onboarding, Teamwork, Hiring, Relationship Management, Training, Mortgage Lending, Applicant Tracking...
Education
Missouri State University 1992 — 1996
Bachelor of Science
Scott Boudreaux Scott Boudreaux's Edward Jones Experience August 2000 - October 2008
Job Client Advisor at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management October 2008 - Present
Edward Jones August 2000 - October 2008
Community Bank & Trust November 1999 - August 2000
U.S. Bank August 1981 - November 1999
Skills
Financial Analysis, Financial Reporting, Leadership, Internal Controls, Financial Planning, Public Speaking, Management, Banking, Customer Service, Finance, Process Improvement, Risk Management, Team Building
Education
Missouri Southern State University
Bachelor Of Science Business Administration, Economics & Finance
Ozark Christian College
Associate of Biblical Literature
Faith Academy
High School
Arvest Asset Management October 2008 - Present
Edward Jones August 2000 - October 2008
Community Bank & Trust November 1999 - August 2000
U.S. Bank August 1981 - November 1999
Skills
Financial Analysis, Financial Reporting, Leadership, Internal Controls, Financial Planning, Public Speaking, Management, Banking, Customer Service, Finance, Process Improvement, Risk Management, Team Building
Education
Missouri Southern State University
Bachelor Of Science Business Administration, Economics & Finance
Ozark Christian College
Associate of Biblical Literature
Faith Academy
High School
Hailey Bush Hailey Bush's Edward Jones Experience September 2015 - Present
Job at
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Edward Jones May 2014 - Present
Missouri Southern State University January 2014 - Present
Leggett & Platt November 2012 - December 2013
Undercliff Grill & Bar July 2011 - August 2013
Skills
Microsoft Excel, Team Building, Customer Service, Project Management, Finance, Organizational..., Leadership, Research, Time Management, Analysis, Cash Management, Training, Sales, Retail, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Missouri Southern State University 2011 — 2015
Bachelor of Science in Business Administration, Finance and Management
Edward Jones September 2015 - Present
Edward Jones May 2014 - Present
Missouri Southern State University January 2014 - Present
Leggett & Platt November 2012 - December 2013
Undercliff Grill & Bar July 2011 - August 2013
Skills
Microsoft Excel, Team Building, Customer Service, Project Management, Finance, Organizational..., Leadership, Research, Time Management, Analysis, Cash Management, Training, Sales, Retail, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Missouri Southern State University 2011 — 2015
Bachelor of Science in Business Administration, Finance and Management
Martin Palomo Martin Palomo's Edward Jones Experience October 2011 - September 2013
Job Wealth Advisor and Investment Officer at Pinnacle Trust
Industry Investment Management
Experience
Pinnacle Trust September 2013 - Present
Edward Jones October 2011 - September 2013
Millsaps College 2011 - November 2012
Public Employees' Retirement System of Mississippi March 2010 - March 2011
Cambridge Associates September 2007 - February 2010
A.G. Edwards & Sons, Inc. September 2006 - September 2007
METROPOLITAN LIFE FINANCIAL SERVICES August 2005 - September 2006
Kathryn's Steak and Seafood February 2001 - September 2005
Skills
Hedge Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Financial Analysis, Equities, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds, Private Equity, Series 7, Securities, Strategic Financial..., Wealth Management, Investment Advisory, Institutional..., Fund Of Funds, Equity Valuation, Retirement Planning, Financial Services, Economics, Derivatives, Bloomberg Terminal, Capital Markets, Retirement, Trading, Asset Management, Venture Capital, Investor Relations, Finance, Series 63, Insurance, Analysis, Options, Financial Reporting, Due Diligence, Emerging Markets, Cash Management, Leadership, ETFs, Investment Banking, Risk Management, Financial Planning
Education
Millsaps College 2004 — 2006
BBA, Finance
Millsaps College 2004 — 2006
Bachelor, Business Administration; Finance
Holmes Community College 2002 — 2004
A.A., Chemical Engineering
Pinnacle Trust September 2013 - Present
Edward Jones October 2011 - September 2013
Millsaps College 2011 - November 2012
Public Employees' Retirement System of Mississippi March 2010 - March 2011
Cambridge Associates September 2007 - February 2010
A.G. Edwards & Sons, Inc. September 2006 - September 2007
METROPOLITAN LIFE FINANCIAL SERVICES August 2005 - September 2006
Kathryn's Steak and Seafood February 2001 - September 2005
Skills
Hedge Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Financial Analysis, Equities, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds, Private Equity, Series 7, Securities, Strategic Financial..., Wealth Management, Investment Advisory, Institutional..., Fund Of Funds, Equity Valuation, Retirement Planning, Financial Services, Economics, Derivatives, Bloomberg Terminal, Capital Markets, Retirement, Trading, Asset Management, Venture Capital, Investor Relations, Finance, Series 63, Insurance, Analysis, Options, Financial Reporting, Due Diligence, Emerging Markets, Cash Management, Leadership, ETFs, Investment Banking, Risk Management, Financial Planning
Education
Millsaps College 2004 — 2006
BBA, Finance
Millsaps College 2004 — 2006
Bachelor, Business Administration; Finance
Holmes Community College 2002 — 2004
A.A., Chemical Engineering
Carla Seward Carla Seward's Edward Jones Experience July 2009 - Present
Job Digital Photography
Industry Photography
Experience
Edward Jones July 2009 - Present
JoAnn Fabric October 2008 - December 2010
Walgreens November 2008 - July 2009
Lake Country Publications January 1994 - May 2008
Skills
Data Entry
Education
University of Phoenix 2004 — 2006
BS, Management
Milwaukee Area Technical College 1981 — 1984
AAS, Photography
Edward Jones July 2009 - Present
JoAnn Fabric October 2008 - December 2010
Walgreens November 2008 - July 2009
Lake Country Publications January 1994 - May 2008
Skills
Data Entry
Education
University of Phoenix 2004 — 2006
BS, Management
Milwaukee Area Technical College 1981 — 1984
AAS, Photography
Aaren Muex's Edward Jones Experience September 2009 - August 2013
Job Owner/Lead Event Planner at Divine Events, LLC
Industry Events Services
Experience
Divine Events, LLC December 2006 - Present
Edward Jones September 2009 - August 2013
Edward Jones June 2008 - September 2009
Edward Jones March 2005 - June 2008
Edward Jones 2003 - 2005
Sara Lee Bakery Group 2002 - 2003
Skills
Fundraising, Weddings, Event Planning, Wedding Planning, Event Management, Parties, Corporate Events, Social Networking, Celebrations, Meeting Planning, Management, Time Management, Receptions, Bridal Showers, Marketing, Anniversaries, Holidays, Social Media Marketing, Coordinating Events, Trade Shows, Team Building, Catering, Training, Ceremonies, Advertising, Family Reunions, Company Picnics, Email Marketing, Small Business, Grand Openings, Open Houses, Entrepreneurship, Food & Beverage, Project Planning, Hospitality, Entertainment, Facebook, Databases, Online Marketing, Website Development, Marketing Communications, Party Planning, Holiday Parties, Live Events, Business Networking, Fundraisers, Food, Hotels, Non-profit Development
Education
Missouri State University 1998 — 2002
BS, Computer Information Systems
McCluer North High School
Divine Events, LLC December 2006 - Present
Edward Jones September 2009 - August 2013
Edward Jones June 2008 - September 2009
Edward Jones March 2005 - June 2008
Edward Jones 2003 - 2005
Sara Lee Bakery Group 2002 - 2003
Skills
Fundraising, Weddings, Event Planning, Wedding Planning, Event Management, Parties, Corporate Events, Social Networking, Celebrations, Meeting Planning, Management, Time Management, Receptions, Bridal Showers, Marketing, Anniversaries, Holidays, Social Media Marketing, Coordinating Events, Trade Shows, Team Building, Catering, Training, Ceremonies, Advertising, Family Reunions, Company Picnics, Email Marketing, Small Business, Grand Openings, Open Houses, Entrepreneurship, Food & Beverage, Project Planning, Hospitality, Entertainment, Facebook, Databases, Online Marketing, Website Development, Marketing Communications, Party Planning, Holiday Parties, Live Events, Business Networking, Fundraisers, Food, Hotels, Non-profit Development
Education
Missouri State University 1998 — 2002
BS, Computer Information Systems
McCluer North High School
Nikki Head Nikki Head's Edward Jones Experience May 2002 - October 2002
Job Assistant Manager Accounts Payable at Leggett & Platt
Industry Furniture
Experience
Leggett & Platt October 2007 - Present
Leggett & Platt March 2005 - October 2007
Leggett & Platt April 2003 - March 2005
Leggett & Platt October 2002 - April 2003
Edward Jones May 2002 - October 2002
Fellowship Baptist Church June 1998 - May 2002
Skills
Accounts Payable, Human Resources, PeopleSoft, Microsoft Office, Payroll, Accounting, General Ledger, Team Building, Accounts Receivable, Financial Reporting, Purchasing, Inventory Management, Process Improvement, Customer Service, Forecasting
Education
Missouri Southern State University 1997 — 2001
BSBA, General Business
Leggett & Platt October 2007 - Present
Leggett & Platt March 2005 - October 2007
Leggett & Platt April 2003 - March 2005
Leggett & Platt October 2002 - April 2003
Edward Jones May 2002 - October 2002
Fellowship Baptist Church June 1998 - May 2002
Skills
Accounts Payable, Human Resources, PeopleSoft, Microsoft Office, Payroll, Accounting, General Ledger, Team Building, Accounts Receivable, Financial Reporting, Purchasing, Inventory Management, Process Improvement, Customer Service, Forecasting
Education
Missouri Southern State University 1997 — 2001
BSBA, General Business
Laurie Pung Laurie Pung's Edward Jones Experience October 1994 - Present
Job Senior Branch Admin at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1994 - Present
Hale Park Travel 1996 - 2000
Around The Globe Travel 1990 - 1996
Education
Milwaukee Area Technical College 1989 — 1990
Travel and Tourism/sales
Pius XI HighSchool 1984 — 1988
Edward Jones October 1994 - Present
Hale Park Travel 1996 - 2000
Around The Globe Travel 1990 - 1996
Education
Milwaukee Area Technical College 1989 — 1990
Travel and Tourism/sales
Pius XI HighSchool 1984 — 1988
Ashley Rolfe Ashley Rolfe's Edward Jones Experience June 2009 - April 2010
Job Hard worker looking for financial stability
Industry Food & Beverages
Experience
Six Flags July 2015 - Present
McDonald's Corporation September 2014 - November 2014
Vector Marketing May 2011 - June 2012
Edward Jones June 2009 - April 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Strategic Planning, Sales
Education
Missouri College 2011 — 2012
CMA, Medical/Clinical Assistant
Six Flags July 2015 - Present
McDonald's Corporation September 2014 - November 2014
Vector Marketing May 2011 - June 2012
Edward Jones June 2009 - April 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Strategic Planning, Sales
Education
Missouri College 2011 — 2012
CMA, Medical/Clinical Assistant
Drew Cleek Drew Cleek's Edward Jones Experience 2010 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones 2010 - Present
US Army 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Analysis, Government, Leadership
Education
Mississippi State University 2007 — 2010
Bachelor's degree, Economics
Edward Jones 2010 - Present
US Army 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Analysis, Government, Leadership
Education
Mississippi State University 2007 — 2010
Bachelor's degree, Economics
Kevin Wimberley Kevin Wimberley's Edward Jones Experience September 2008 - November 2009
Job Sr. Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF December 2011 - April 2014
TIAA-CREF September 2010 - December 2011
Edward Jones September 2008 - November 2009
Jack Henry & Associates August 2005 - September 2008
Skills
Series 7, Series 63, Series 24, Investments, Personal Financial..., Retirement Planning, Microsoft Excel, Microsoft Office, SharePoint, CompTIA A+ Certification, Computer Hardware, Technical Support, Business Analysis, Financial Services, Databases, Finance, Securities, 401k, Retirement, Financial Advisory, FINRA, IRAs, Personal Finance, Mutual Funds, Relationship Management, Portfolio Management, Variable Annuities, Financial Analysis, Leadership, Risk Management, Process Improvement
Education
Missouri Southern State University
Bachelor of Science (B.S.), Business Administration and Management, General
TIAA-CREF April 2014 - Present
TIAA-CREF December 2011 - April 2014
TIAA-CREF September 2010 - December 2011
Edward Jones September 2008 - November 2009
Jack Henry & Associates August 2005 - September 2008
Skills
Series 7, Series 63, Series 24, Investments, Personal Financial..., Retirement Planning, Microsoft Excel, Microsoft Office, SharePoint, CompTIA A+ Certification, Computer Hardware, Technical Support, Business Analysis, Financial Services, Databases, Finance, Securities, 401k, Retirement, Financial Advisory, FINRA, IRAs, Personal Finance, Mutual Funds, Relationship Management, Portfolio Management, Variable Annuities, Financial Analysis, Leadership, Risk Management, Process Improvement
Education
Missouri Southern State University
Bachelor of Science (B.S.), Business Administration and Management, General
Patrick Owen Patrick Owen's Edward Jones Experience March 2008 - February 2010
Job F&O Enterprises, LLC
Industry International Affairs
Experience
Wells Fargo Advisors, LLC February 2010 - January 2015
Edward Jones March 2008 - February 2010
Big EZ Lodge December 2004 - March 2007
Skills
Investments, Asset Management, Customer Service
Education
University of Mississippi 2000 — 2002
Bachelor's degree
Mississippi State University 1995 — 1999
Studied International Business
Wells Fargo Advisors, LLC February 2010 - January 2015
Edward Jones March 2008 - February 2010
Big EZ Lodge December 2004 - March 2007
Skills
Investments, Asset Management, Customer Service
Education
University of Mississippi 2000 — 2002
Bachelor's degree
Mississippi State University 1995 — 1999
Studied International Business
Amy Criger Amy Criger's Edward Jones Experience February 2007 - April 2008
Job Owner at ACE Your Market
Industry Marketing and Advertising
Experience
ACE Your Market March 2013 - Present
SeniorBridge November 2012 - November 2013
American Companion Care, LLC April 2008 - November 2012
Edward Jones February 2007 - April 2008
Skills
SEO, Blogging, Social Media Marketing, Healthcare, Online Marketing, Small Business, Public Speaking, Marketing Strategy, Public Relations, Social Media, New Business Development, Home Care, Elder Care, Marketing Communications, Lead Generation, Email Marketing, Marketing, Entrepreneurship, Management, Leadership, Newsletters
Education
Missouri State University 2006 — 2007
Not Completed, Marketing - MBA
Baptist Bible College 2001 — 2005
Bachelor's degree, Business Management
Olathe South High School
Diploma
ACE Your Market March 2013 - Present
SeniorBridge November 2012 - November 2013
American Companion Care, LLC April 2008 - November 2012
Edward Jones February 2007 - April 2008
Skills
SEO, Blogging, Social Media Marketing, Healthcare, Online Marketing, Small Business, Public Speaking, Marketing Strategy, Public Relations, Social Media, New Business Development, Home Care, Elder Care, Marketing Communications, Lead Generation, Email Marketing, Marketing, Entrepreneurship, Management, Leadership, Newsletters
Education
Missouri State University 2006 — 2007
Not Completed, Marketing - MBA
Baptist Bible College 2001 — 2005
Bachelor's degree, Business Management
Olathe South High School
Diploma
Allan Truesdale Allan Truesdale's Edward Jones Experience August 2012 - February 2013
Job JTACI
Industry Defense & Space
Experience
United States Air Force 2004 - Present
Si Global October 2013 - May 2014
Edward Jones August 2012 - February 2013
Skills
Microsoft Office, Team Management, Planning/ Coordinating, Highly Analytical, Excellent Communication...
Education
Mississippi State University 2005 — 2011
Bachelor of Science, Business Administration
United States Air Force 2004 - Present
Si Global October 2013 - May 2014
Edward Jones August 2012 - February 2013
Skills
Microsoft Office, Team Management, Planning/ Coordinating, Highly Analytical, Excellent Communication...
Education
Mississippi State University 2005 — 2011
Bachelor of Science, Business Administration
Joseph VanHorn Joseph VanHorn's Edward Jones Experience August 2013 - Present
Job Associate Mutual Funds Account Service at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Intuit APD / NCO Group September 2010 - August 2013
Bass Pro Shops August 2008 - September 2010
DJ Automatic August 2007 - August 2008
Skills
Troubleshooting, Analysis, Analytical Approach, Web Development, Web Design, SaaS, Performance Management, Quality Assurance, Siebel, CMS, Oracle CRM, Administrative Work, Analytical Skills, SAP BI, CMS Supervisor, Business Analysis, Direct Client..., Account Management, Computer Security, Information Technology, Web Analytics, Web Applications, Time Management, Organizational Structure, Customer Experience, Call Centers, Management, Process Improvement, CRM, Software Documentation, Mutual Funds, Investing, Microsoft Lync, Power Pivot, Work From Home, Financial Management..., Salesforce.com, Vendor Management, SharePoint, Cross-functional Team..., Agile Project Management, Enterprise Software, Leadership, Customer Service, Cloud Computing, Team Building, Program Management, Product Management, Agile Methodologies, Team Leadership
Education
Missouri Southern State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services, 3.0
Ozarks Technical Community College 2007 — 2007
Highschool Diploma/GED, Computer Science, 4.0
Edward Jones August 2013 - Present
Intuit APD / NCO Group September 2010 - August 2013
Bass Pro Shops August 2008 - September 2010
DJ Automatic August 2007 - August 2008
Skills
Troubleshooting, Analysis, Analytical Approach, Web Development, Web Design, SaaS, Performance Management, Quality Assurance, Siebel, CMS, Oracle CRM, Administrative Work, Analytical Skills, SAP BI, CMS Supervisor, Business Analysis, Direct Client..., Account Management, Computer Security, Information Technology, Web Analytics, Web Applications, Time Management, Organizational Structure, Customer Experience, Call Centers, Management, Process Improvement, CRM, Software Documentation, Mutual Funds, Investing, Microsoft Lync, Power Pivot, Work From Home, Financial Management..., Salesforce.com, Vendor Management, SharePoint, Cross-functional Team..., Agile Project Management, Enterprise Software, Leadership, Customer Service, Cloud Computing, Team Building, Program Management, Product Management, Agile Methodologies, Team Leadership
Education
Missouri Southern State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services, 3.0
Ozarks Technical Community College 2007 — 2007
Highschool Diploma/GED, Computer Science, 4.0
Jeffrey McCorkendale Jeffrey McCorkendale's Edward Jones Experience June 2001 - November 2010
Job Financial Advisor
Industry Financial Services
Experience
Schowalter & Jabouri Financial Services November 2010 - Present
Edward Jones June 2001 - November 2010
Stifel Financial Corp. May 1998 - June 2001
Education
Southwest Missouri State University 1980 — 1984
Bachelors Degree, Business Management and Marketing
Schowalter & Jabouri Financial Services November 2010 - Present
Edward Jones June 2001 - November 2010
Stifel Financial Corp. May 1998 - June 2001
Education
Southwest Missouri State University 1980 — 1984
Bachelors Degree, Business Management and Marketing
Jennafer Johnson Jennafer Johnson's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Boehringer Ingelheim March 2008 - October 2009
Boehringer Ingelheim Pharmaceuticals February 2003 - March 2008
Aventis Pharmaceuticals March 1999 - February 2003
KODE-TV January 1994 - January 1999
Globe's Super Express January 1993 - January 1994
KOBC Radio January 1992 - January 1994
The Joplin Globe's INFO-TEL 1992 - 1994
Skills
Sales Operations, Cross-functional Team..., Managed Care, Sales Management, Healthcare, Marketing Strategy, Neurology, Diabetes, Asset Allocation
Education
Missouri Southern State University 1994 — 1998
Bachelor of Arts, Mass Communication
Missouri Southern State University 1994 — 1998
Bachelor's degree, Communication and Media Studies
Edward Jones February 2010 - Present
Boehringer Ingelheim March 2008 - October 2009
Boehringer Ingelheim Pharmaceuticals February 2003 - March 2008
Aventis Pharmaceuticals March 1999 - February 2003
KODE-TV January 1994 - January 1999
Globe's Super Express January 1993 - January 1994
KOBC Radio January 1992 - January 1994
The Joplin Globe's INFO-TEL 1992 - 1994
Skills
Sales Operations, Cross-functional Team..., Managed Care, Sales Management, Healthcare, Marketing Strategy, Neurology, Diabetes, Asset Allocation
Education
Missouri Southern State University 1994 — 1998
Bachelor of Arts, Mass Communication
Missouri Southern State University 1994 — 1998
Bachelor's degree, Communication and Media Studies
Holly Willis Holly Willis's Edward Jones Experience June 1999 - August 2005
Job Owner of HWM Design
Industry Graphic Design
Experience
HWM Design August 2005 - Present
Edward Jones June 1999 - August 2005
Group C Design March 1998 - June 1999
Freelance May 1997 - April 1998
Harrison Marketing and Advertising December 1996 - May 1997
Vangel Associates February 1996 - November 1996
Vangel Associates February 1996 - November 1996
Werremeyer Creative September 1995 - February 1996
Education
Webster University 1994 — 1995
BA, Graphic Design
Missouri State University 1993 — 1994
BA, Graphic Design
University of Missouri-Columbia 1991 — 1993
BA, Graphic Design
HWM Design August 2005 - Present
Edward Jones June 1999 - August 2005
Group C Design March 1998 - June 1999
Freelance May 1997 - April 1998
Harrison Marketing and Advertising December 1996 - May 1997
Vangel Associates February 1996 - November 1996
Vangel Associates February 1996 - November 1996
Werremeyer Creative September 1995 - February 1996
Education
Webster University 1994 — 1995
BA, Graphic Design
Missouri State University 1993 — 1994
BA, Graphic Design
University of Missouri-Columbia 1991 — 1993
BA, Graphic Design
Scott Siebenaler's Edward Jones Experience July 2011 - March 2013
Job Principal Application Analyst at DST Brokerage Solutions
Industry Banking
Experience
DST Brokerage Solutions June 2015 - Present
DST Brokerage Solutions November 2014 - June 2015
DST Brokerage Solutions March 2013 - November 2014
Edward Jones July 2011 - March 2013
Skills
Series 7, Series 66, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Financial Analysis, Risk Management, Insurance, Accounting, Analysis, Strategic Planning, Sales, Financial Reporting, Budgets, Leadership, Management, Investments, Mutual Funds, Portfolio Management, Equities, Finance, Trading, Series 55
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Minnesota State University, Mankato 2007 — 2011
Minor, Business Administration
Lakeville North High School 2004 — 2007
High School Diploma, General
DST Brokerage Solutions June 2015 - Present
DST Brokerage Solutions November 2014 - June 2015
DST Brokerage Solutions March 2013 - November 2014
Edward Jones July 2011 - March 2013
Skills
Series 7, Series 66, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Financial Analysis, Risk Management, Insurance, Accounting, Analysis, Strategic Planning, Sales, Financial Reporting, Budgets, Leadership, Management, Investments, Mutual Funds, Portfolio Management, Equities, Finance, Trading, Series 55
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Minnesota State University, Mankato 2007 — 2011
Minor, Business Administration
Lakeville North High School 2004 — 2007
High School Diploma, General
Jennifer Reahr Jennifer Reahr's Edward Jones Experience 2007 - 2012
Job Staff Accountant @ Wilson, Toellner and Associates
Industry Accounting
Experience
Wilson, Toellner and Associates May 2011 - Present
Edward Jones 2007 - 2012
University of Missouri October 1991 - August 2006
Skills
QuickBooks, Spreadsheets, Accounts Payable, Accounting, Strategic Financial..., Accounts Receivable, Office Management, Budgets, Customer Service, Data Entry, Financial Analysis, Financial Reporting, Small Business, Sales, Public Speaking, Marketing, Microsoft Office, Access, Microsoft Excel, Time Management, Event Planning, Team Building, Microsoft Word, Negotiation, Social Media, Outlook
Education
Minot State University 1987 — 2001
Bacholer of Arts, Business Administration
Wilson, Toellner and Associates May 2011 - Present
Edward Jones 2007 - 2012
University of Missouri October 1991 - August 2006
Skills
QuickBooks, Spreadsheets, Accounts Payable, Accounting, Strategic Financial..., Accounts Receivable, Office Management, Budgets, Customer Service, Data Entry, Financial Analysis, Financial Reporting, Small Business, Sales, Public Speaking, Marketing, Microsoft Office, Access, Microsoft Excel, Time Management, Event Planning, Team Building, Microsoft Word, Negotiation, Social Media, Outlook
Education
Minot State University 1987 — 2001
Bacholer of Arts, Business Administration
Mary Ann Borden, CPA, CGMA Mary Ann Borden, CPA, CGMA's Edward Jones Experience March 2011 - July 2012
Job Tax Accountant at Rooms To Go
Industry Accounting
Experience
Rooms To Go February 2014 - Present
Cross, Fernandez & Riley, LLP July 2013 - November 2013
Cardinale Financial Group November 2012 - April 2013
Coulter, Aviles & Jackson, LLC March 2012 - November 2012
Edward Jones March 2011 - July 2012
Mary Kay Cosmetics April 2009 - March 2011
Skills
Sales, Marketing Strategy, Coaching, Small Business, Customer Service, Retail, Sales Management, Accounting, Financial Planners, Training, Tax, Corporate Tax, Financial Analysis, Budgets, Finance, Business Planning, Tax Returns, Estate Planning, Forecasting, Strategic Planning, Tax Preparation, Retirement, QuickBooks, Financial Statements, Financial Reporting, Business Strategy, Accounts Payable, General Ledger, Tax Accounting, Financial Accounting, Bookkeeping, Accounts Receivable, Payroll, 401k, Financial Planning
Education
Mississippi State University 1985 — 1987
BPA, Accounting
Northeast Mississippi Community College 1983 — 1985
Associate of Arts (A.A.), Accounting
Rooms To Go February 2014 - Present
Cross, Fernandez & Riley, LLP July 2013 - November 2013
Cardinale Financial Group November 2012 - April 2013
Coulter, Aviles & Jackson, LLC March 2012 - November 2012
Edward Jones March 2011 - July 2012
Mary Kay Cosmetics April 2009 - March 2011
Skills
Sales, Marketing Strategy, Coaching, Small Business, Customer Service, Retail, Sales Management, Accounting, Financial Planners, Training, Tax, Corporate Tax, Financial Analysis, Budgets, Finance, Business Planning, Tax Returns, Estate Planning, Forecasting, Strategic Planning, Tax Preparation, Retirement, QuickBooks, Financial Statements, Financial Reporting, Business Strategy, Accounts Payable, General Ledger, Tax Accounting, Financial Accounting, Bookkeeping, Accounts Receivable, Payroll, 401k, Financial Planning
Education
Mississippi State University 1985 — 1987
BPA, Accounting
Northeast Mississippi Community College 1983 — 1985
Associate of Arts (A.A.), Accounting
Fred Porter Fred Porter's Edward Jones Experience January 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 1993 - Present
Education
Mississippi State University 1968 — 1972
Bachelor's Degree
Edward Jones January 1993 - Present
Education
Mississippi State University 1968 — 1972
Bachelor's Degree
Tyrus Hill Tyrus Hill's Edward Jones Experience June 2015 - Present
Job Finance Major | Class of December 2015 | Mississippi State University
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Department of Housing and Residence Life July 2012 - May 2015
Edward Jones 2015 - 2015
Nucor Steel Yamato January 2014 - July 2014
Camp Ozark May 2012 - July 2012
Malco Cinema 8 June 2009 - August 2011
Skills
Leadership, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Social Media, PowerPoint, Social Media Marketing, Problem Solving, Event Management, Sales, Event Planning, Facebook, Close Attention to..., Program Management, Social Networking, Time Management, Motivation, Project Management
Education
Mississippi State University 2011 — 2015
Bachelor’s Degree, Finance
Caledonia High School 2008 — 2011
Edward Jones June 2015 - Present
Department of Housing and Residence Life July 2012 - May 2015
Edward Jones 2015 - 2015
Nucor Steel Yamato January 2014 - July 2014
Camp Ozark May 2012 - July 2012
Malco Cinema 8 June 2009 - August 2011
Skills
Leadership, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Social Media, PowerPoint, Social Media Marketing, Problem Solving, Event Management, Sales, Event Planning, Facebook, Close Attention to..., Program Management, Social Networking, Time Management, Motivation, Project Management
Education
Mississippi State University 2011 — 2015
Bachelor’s Degree, Finance
Caledonia High School 2008 — 2011
Kenneth Klooster Kenneth Klooster's Edward Jones Experience December 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2002 - Present
US Bancorp Piper Jaffray April 1997 - December 2002
TCF Bank July 1990 - April 1997
Skills
401k Rollovers, 529 Plans, Retirement Planning, Estate Considerations, 401k, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Simple IRA, Retirement, Bonds, Municipal Bonds, Government Bonds, common stocks, Portfolio and..., Long Term Care Insurance, Long-Term Disability, Permanent Life Insurance, Term Life Insurance, Mutual Funds, Managed Account Program, 403 b, 457 Plans, Defined Benefit, Profit Sharing, Coverdell, Advisory Solutions, Certificates of Deposit
Education
Minnesota State University, Mankato 1988 — 1996
Bachelor of Science (BS), Accounting and Finance
Edward Jones December 2002 - Present
US Bancorp Piper Jaffray April 1997 - December 2002
TCF Bank July 1990 - April 1997
Skills
401k Rollovers, 529 Plans, Retirement Planning, Estate Considerations, 401k, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Simple IRA, Retirement, Bonds, Municipal Bonds, Government Bonds, common stocks, Portfolio and..., Long Term Care Insurance, Long-Term Disability, Permanent Life Insurance, Term Life Insurance, Mutual Funds, Managed Account Program, 403 b, 457 Plans, Defined Benefit, Profit Sharing, Coverdell, Advisory Solutions, Certificates of Deposit
Education
Minnesota State University, Mankato 1988 — 1996
Bachelor of Science (BS), Accounting and Finance
Kevin Thelen Kevin Thelen's Edward Jones Experience May 2014 - Present
Job Financial Advisor
Industry Banking
Experience
Edward Jones May 2014 - Present
American Red Cross February 2012 - May 2014
The First National Bank in Sioux Falls January 2007 - January 2012
Sepracor Pharmaceuticals October 2005 - January 2006
Forest Pharmaceuticals July 2000 - October 2005
Skills
Sales Management, Budgeting, Customer Service, Administration, Compliance, Budgets, System Administration, Sales, Risk Management, Sales Operations, Program Management, Cold Calling, Banking, New Business Development, Customer Retention, Credit, Loans, Team Leadership, Process Improvement, Leadership Development, Recruiting, Team Building, Management, Training, Coaching, Leadership, Account Management, Business Planning, Operations Management, Strategic Planning, Performance Management, Negotiation, Selling, Business Development, Contract Negotiation, Public Speaking, Organizational..., Customer Satisfaction, Strategy, Marketing, Marketing Strategy, Human Resources, Real Estate, Business Strategy, Start-ups, Small Business, Insurance, Change Management
Education
Minnesota State University, Mankato 1990 — 1992
Masters of Arts, I/O Psychology
Northern State University 1985 — 1990
Bachelor of Science, Psychology/Sociology
Edward Jones May 2014 - Present
American Red Cross February 2012 - May 2014
The First National Bank in Sioux Falls January 2007 - January 2012
Sepracor Pharmaceuticals October 2005 - January 2006
Forest Pharmaceuticals July 2000 - October 2005
Skills
Sales Management, Budgeting, Customer Service, Administration, Compliance, Budgets, System Administration, Sales, Risk Management, Sales Operations, Program Management, Cold Calling, Banking, New Business Development, Customer Retention, Credit, Loans, Team Leadership, Process Improvement, Leadership Development, Recruiting, Team Building, Management, Training, Coaching, Leadership, Account Management, Business Planning, Operations Management, Strategic Planning, Performance Management, Negotiation, Selling, Business Development, Contract Negotiation, Public Speaking, Organizational..., Customer Satisfaction, Strategy, Marketing, Marketing Strategy, Human Resources, Real Estate, Business Strategy, Start-ups, Small Business, Insurance, Change Management
Education
Minnesota State University, Mankato 1990 — 1992
Masters of Arts, I/O Psychology
Northern State University 1985 — 1990
Bachelor of Science, Psychology/Sociology
Chuck Brackney, PMP Chuck Brackney, PMP's Edward Jones Experience 1993 - 1995
Job Senior Operational Test and Evaluation Analyst at Core Services Group
Industry Defense & Space
Experience
USfalcon, Inc. May 2009 - April 2015
COMOPTEVFOR US Navy September 2007 - May 2009
US Navy 1985 - 2009
USS Carl Vinson CVN -70 2005 - 2007
VT-86 2002 - 2005
USS Theodore Roosevelt 2000 - 2002
Edward Jones 1993 - 1995
VF-41 1987 - 1990
VF-101 1986 - 1988
United States Marine Corps 1982 - 1985
Skills
Top Secret, Security Clearance, DoD, Military, Military Operations, Program Management, PMP, Risk Management, Navy, Aviation, Army, National Security, Systems Engineering, Operational Planning, Defense, Electronic Warfare, Command, Earned Value Management, Government Contracting, Operational Test &..., ITIL 2011 Foundations, Proposal Writing, Air Force, Defence, C4ISR, Information Assurance
Education
Villanova University 2006 — 2007
Masters Certificate, Applied Project Management
Mississippi State University
BS, Finance
USfalcon, Inc. May 2009 - April 2015
COMOPTEVFOR US Navy September 2007 - May 2009
US Navy 1985 - 2009
USS Carl Vinson CVN -70 2005 - 2007
VT-86 2002 - 2005
USS Theodore Roosevelt 2000 - 2002
Edward Jones 1993 - 1995
VF-41 1987 - 1990
VF-101 1986 - 1988
United States Marine Corps 1982 - 1985
Skills
Top Secret, Security Clearance, DoD, Military, Military Operations, Program Management, PMP, Risk Management, Navy, Aviation, Army, National Security, Systems Engineering, Operational Planning, Defense, Electronic Warfare, Command, Earned Value Management, Government Contracting, Operational Test &..., ITIL 2011 Foundations, Proposal Writing, Air Force, Defence, C4ISR, Information Assurance
Education
Villanova University 2006 — 2007
Masters Certificate, Applied Project Management
Mississippi State University
BS, Finance
Matt Mcafee Matt Mcafee's Edward Jones Experience June 2008 - February 2010
Job Owner / Broker at Allegiant LLC
Industry Investment Management
Experience
Mississippi State University January 2015 - Present
Southern Financial Consultants, Inc. 2012 - Present
Allegiant LLC February 2010 - Present
Edward Jones June 2008 - February 2010
Skills
Marketing, Selling, Insurance, Strategic Planning, Management, Finance, New Business Development, Business, Business Planning
Education
Millsaps College 2003 — 2006
MBA, Finance, Business
Mississippi State University 1996 — 2000
BBA, Management
Mississippi State University January 2015 - Present
Southern Financial Consultants, Inc. 2012 - Present
Allegiant LLC February 2010 - Present
Edward Jones June 2008 - February 2010
Skills
Marketing, Selling, Insurance, Strategic Planning, Management, Finance, New Business Development, Business, Business Planning
Education
Millsaps College 2003 — 2006
MBA, Finance, Business
Mississippi State University 1996 — 2000
BBA, Management
Martha O'Brien Martha O'Brien's Edward Jones Experience PresidentFortune O'Brien, P.C.August 2000 - February 2004
Job FInancial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones PresidentFortune O'Brien, P.C.August 2000 - February 2004
Bridges & Dunn-Rankin 1998 - 2000
Legent Corporation 1992 - 1995
ADP Dealer Services 1984 - 1989
Education
Millsaps College 1976 — 1979
BBA, Accounting
Saint Clara 1964 — 1971
Edward Jones PresidentFortune O'Brien, P.C.August 2000 - February 2004
Bridges & Dunn-Rankin 1998 - 2000
Legent Corporation 1992 - 1995
ADP Dealer Services 1984 - 1989
Education
Millsaps College 1976 — 1979
BBA, Accounting
Saint Clara 1964 — 1971
Art Sanderson's Edward Jones Experience May 1992 - December 1992
Job Senior Manager Application Development at Enterprise Holdings
Industry Information Technology and Services
Experience
Enterprise Holdings September 2014 - Present
CenturyLink Technology Solutions January 2010 - September 2014
Wells Fargo Advisors, LLC 2009 - 2010
Skyway Software November 2006 - April 2009
Quilogy November 1996 - November 2006
Quilogy Inc January 2000 - March 2004
Quilogy November 1996 - December 1999
SBC 1994 - 1996
St. John's Hospital May 1993 - December 1994
Edward Jones May 1992 - December 1992
Skills
SOA, Software Development, Oracle, Integration, Microsoft SQL Server, Java Enterprise Edition, SQL, SDLC, Cloud Computing, Java, Databases, Agile Methodologies, Scrum, Database Design, Enterprise Architecture, Data Warehousing, Disaster Recovery, Solution Architecture, Business Intelligence, ITIL, Virtualization, Requirements Analysis, XML, Management, Enterprise Software, DevOps, Distributed Team..., Cross-functional Team...
Education
Missouri State University 1990 — 1994
BS, Management Information Systems
Enterprise Holdings September 2014 - Present
CenturyLink Technology Solutions January 2010 - September 2014
Wells Fargo Advisors, LLC 2009 - 2010
Skyway Software November 2006 - April 2009
Quilogy November 1996 - November 2006
Quilogy Inc January 2000 - March 2004
Quilogy November 1996 - December 1999
SBC 1994 - 1996
St. John's Hospital May 1993 - December 1994
Edward Jones May 1992 - December 1992
Skills
SOA, Software Development, Oracle, Integration, Microsoft SQL Server, Java Enterprise Edition, SQL, SDLC, Cloud Computing, Java, Databases, Agile Methodologies, Scrum, Database Design, Enterprise Architecture, Data Warehousing, Disaster Recovery, Solution Architecture, Business Intelligence, ITIL, Virtualization, Requirements Analysis, XML, Management, Enterprise Software, DevOps, Distributed Team..., Cross-functional Team...
Education
Missouri State University 1990 — 1994
BS, Management Information Systems
Penny Grayson Penny Grayson's Edward Jones Experience April 2001 - May 2004
Job Retired
Industry Information Technology and Services
Experience
Pennywise May 2004 - Present
Edward Jones April 2001 - May 2004
Anheuser-Busch September 2000 - April 2001
Navisys May 1997 - October 1999
Genelco Software Solutions May 1994 - September 1996
Prudential Healthcare March 1987 - May 1994
St. Francois Memorial Park May 1981 - 1987
Skills
Technical Writing, Training, Requirements Analysis, User Interface Design, User-centered Design, Usability, Business Process..., Public Speaking, Communication, Team Building, Quality Assurance, Healthcare Information..., Documentation, Testing, Process Improvement, Troubleshooting, Change Management, Microsoft Office, Project Management, Software Development, Team Management, Writing, Business Analysis, Content Management, Web Design, Leadership, Editing, Databases, Microsoft Project
Education
St. Louis Community College 1994 — 1995
Program Design and COBOL, A
University of Missouri-Columbia 1985 — 1986
Communication and Media Studies
Stephens College 1983 — 1984
Writing for Mass Media
Mineral Area College 1981 — 1983
Liberal Arts and Sciences, General Studies and Humanities
North County High School 1980 — 1983
High School
Pennywise May 2004 - Present
Edward Jones April 2001 - May 2004
Anheuser-Busch September 2000 - April 2001
Navisys May 1997 - October 1999
Genelco Software Solutions May 1994 - September 1996
Prudential Healthcare March 1987 - May 1994
St. Francois Memorial Park May 1981 - 1987
Skills
Technical Writing, Training, Requirements Analysis, User Interface Design, User-centered Design, Usability, Business Process..., Public Speaking, Communication, Team Building, Quality Assurance, Healthcare Information..., Documentation, Testing, Process Improvement, Troubleshooting, Change Management, Microsoft Office, Project Management, Software Development, Team Management, Writing, Business Analysis, Content Management, Web Design, Leadership, Editing, Databases, Microsoft Project
Education
St. Louis Community College 1994 — 1995
Program Design and COBOL, A
University of Missouri-Columbia 1985 — 1986
Communication and Media Studies
Stephens College 1983 — 1984
Writing for Mass Media
Mineral Area College 1981 — 1983
Liberal Arts and Sciences, General Studies and Humanities
North County High School 1980 — 1983
High School
Gary Rome, ChFC Gary Rome, ChFC's Edward Jones Experience March 2005 - October 2011
Job Chartered Financial Consultant
Industry Financial Services
Experience
LPL Financial and Independent Financial Partners October 2011 - Present
Edward Jones March 2005 - October 2011
Invest Financial April 1998 - March 2005
Skills
Financial Advisory, Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., 401k Rollovers, Fixed Income, Bonds, Alternative Investments, Long Term Care, Simple IRA, Series 7, Series 63, Series 65
Education
The American College 1994 — 2001
Chartered Financial Consultant, Financial Planning and Services
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MA, Human Resources Management and Services
Minnesota State University, Mankato 1964 — 1968
Bachelor of Business Administration (BBA), Business Administration and Management, General, NA
LPL Financial and Independent Financial Partners October 2011 - Present
Edward Jones March 2005 - October 2011
Invest Financial April 1998 - March 2005
Skills
Financial Advisory, Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., 401k Rollovers, Fixed Income, Bonds, Alternative Investments, Long Term Care, Simple IRA, Series 7, Series 63, Series 65
Education
The American College 1994 — 2001
Chartered Financial Consultant, Financial Planning and Services
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MA, Human Resources Management and Services
Minnesota State University, Mankato 1964 — 1968
Bachelor of Business Administration (BBA), Business Administration and Management, General, NA
Randy Bruns, CFP® Randy Bruns, CFP®'s Edward Jones Experience May 2001 - June 2002
Job Private Wealth Advisor with HighPoint Planning Partners and Director of Public Awareness for FPAIllinois
Industry Financial Services
Experience
Financial Planning Association (FPA) of Illinois December 2013 - Present
HighPoint Planning Partners May 2012 - Present
J.P. Morgan June 2002 - May 2012
Edward Jones May 2001 - June 2002
Skills
Investment Management, Retirement Planning, Estate Planning, Comprehensive Financial..., Asset Location, Wealth, Investment Strategies, Financial Goals, Finance, Asset Allocation, Securities, Small Business, Strategic Financial..., Investment Advisory, Investments, Financial Advisory
Education
Millikin University 1997 — 2001
Bachelor of Science (B.S.)
Kaplan University
Certificate in Financial Planning
Financial Planning Association (FPA) of Illinois December 2013 - Present
HighPoint Planning Partners May 2012 - Present
J.P. Morgan June 2002 - May 2012
Edward Jones May 2001 - June 2002
Skills
Investment Management, Retirement Planning, Estate Planning, Comprehensive Financial..., Asset Location, Wealth, Investment Strategies, Financial Goals, Finance, Asset Allocation, Securities, Small Business, Strategic Financial..., Investment Advisory, Investments, Financial Advisory
Education
Millikin University 1997 — 2001
Bachelor of Science (B.S.)
Kaplan University
Certificate in Financial Planning
Brian Heinzen Brian Heinzen's Edward Jones Experience May 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
AIG April 2010 - January 2015
Prudential February 2005 - April 2010
Prudential Financial May 1998 - February 2005
Prudential Financial February 1997 - May 1998
Skills
Life Insurance, Employee Benefits, Relationship Management, Retirement Planning, 401k, Series 63, Insurance, Financial Services, Series 6, Health Insurance, Mutual Funds, Executive Pay, Pensions, Financial Modeling, Executive Compensation..., ESOP, Retirement, Investments, Financial Planning
Education
Minnesota State University, Moorhead
Bachelor's Degree, Finance, General
Edward Jones May 2015 - Present
AIG April 2010 - January 2015
Prudential February 2005 - April 2010
Prudential Financial May 1998 - February 2005
Prudential Financial February 1997 - May 1998
Skills
Life Insurance, Employee Benefits, Relationship Management, Retirement Planning, 401k, Series 63, Insurance, Financial Services, Series 6, Health Insurance, Mutual Funds, Executive Pay, Pensions, Financial Modeling, Executive Compensation..., ESOP, Retirement, Investments, Financial Planning
Education
Minnesota State University, Moorhead
Bachelor's Degree, Finance, General
Sam Rutherford Sam Rutherford's Edward Jones Experience January 2011 - March 2012
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2014 - Present
Northwestern Mutual May 2012 - July 2014
Edward Jones January 2011 - March 2012
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science (BS), Marketing
Northwestern Mutual July 2014 - Present
Northwestern Mutual May 2012 - July 2014
Edward Jones January 2011 - March 2012
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science (BS), Marketing
Jennifer Bjork Jennifer Bjork's Edward Jones Experience 2005 - 2007
Job Author at Seafarer 1, Inc.
Industry Writing and Editing
Experience
Seafarer 1, Inc. 2005 - Present
Edward Jones 2005 - 2007
National Park Service 1982 - 2005
Huntsville Public Schools 1972 - 1973
Skills
Photography, building..., Research, Teaching, Technical Writing, Archaeology
Education
University of Oregon 1974 — 1974
Marine Biology and Biological Oceanography
Minot State University 1969 — 1972
BS, Biology, History
Seafarer 1, Inc. 2005 - Present
Edward Jones 2005 - 2007
National Park Service 1982 - 2005
Huntsville Public Schools 1972 - 1973
Skills
Photography, building..., Research, Teaching, Technical Writing, Archaeology
Education
University of Oregon 1974 — 1974
Marine Biology and Biological Oceanography
Minot State University 1969 — 1972
BS, Biology, History
Tommy Landry's Edward Jones Experience April 2008 - July 2011
Job Partner at Crown Financial Partners LLP
Industry Investment Management
Experience
Crown Financial Partners, LLP August 2011 - Present
Edward Jones April 2008 - July 2011
Clearwire April 2007 - January 2008
Skills
Financial Services, Financial Advisory, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Investments, Investment Advisory, Investment Strategies, Securities, Stocks, Bonds, Mutual Funds, Alternative Investments, Variable Annuities, Fixed Annuities, Pensions, IRAs, 401k, 401k Rollovers, Wealth, New Business Development, Marketing, Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, FINRA, Series 7, Series 24, Series 66, Finance, Retirement, Financial Planners, Wealth Accumulation, Long-term Care, Separately Managed..., Roth IRA, Whole Life, Leadership, Management, Strategic Planning, Team Building, Social Media
Education
Mississippi State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Brandon High School 1980 — 1984
Crown Financial Partners, LLP August 2011 - Present
Edward Jones April 2008 - July 2011
Clearwire April 2007 - January 2008
Skills
Financial Services, Financial Advisory, Financial Planning, Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Investments, Investment Advisory, Investment Strategies, Securities, Stocks, Bonds, Mutual Funds, Alternative Investments, Variable Annuities, Fixed Annuities, Pensions, IRAs, 401k, 401k Rollovers, Wealth, New Business Development, Marketing, Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, FINRA, Series 7, Series 24, Series 66, Finance, Retirement, Financial Planners, Wealth Accumulation, Long-term Care, Separately Managed..., Roth IRA, Whole Life, Leadership, Management, Strategic Planning, Team Building, Social Media
Education
Mississippi State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Brandon High School 1980 — 1984
Tippy Sourignavong Tippy Sourignavong's Edward Jones Experience January 2009 - Present
Job Sales Support Associates at Edward Jones
Industry Banking
Experience
Edward Jones January 2009 - Present
Education
Minnesota School of Business 2006 — 2008
A.A.S, Business Administration
Edward Jones January 2009 - Present
Education
Minnesota School of Business 2006 — 2008
A.A.S, Business Administration
Jerry Galleano Jerry Galleano's Edward Jones Experience May 2001 - November 2003
Job Employee Benefits Consultant at Aflac | Missouri Boxing Commission
Industry Insurance
Experience
Aflac February 2014 - Present
MO Office of Athletics December 2007 - Present
Community/America Credit Union November 2003 - July 2007
Edward Jones May 2001 - November 2003
UPS January 1990 - December 1999
Skills
Operations Management, Staff Development, Sales, Investments, Coaching, Strategic Financial..., Leadership, New Business Development, Retirement Planning, Securities, Strategy, Insurance, Team Building, Portfolio Management, Finance, Business Development, Program Management, Small Business, Time Management
Education
Lafayette High School
Missouri State University
Bachelor Of Science, Industrial Technology and Management
Aflac February 2014 - Present
MO Office of Athletics December 2007 - Present
Community/America Credit Union November 2003 - July 2007
Edward Jones May 2001 - November 2003
UPS January 1990 - December 1999
Skills
Operations Management, Staff Development, Sales, Investments, Coaching, Strategic Financial..., Leadership, New Business Development, Retirement Planning, Securities, Strategy, Insurance, Team Building, Portfolio Management, Finance, Business Development, Program Management, Small Business, Time Management
Education
Lafayette High School
Missouri State University
Bachelor Of Science, Industrial Technology and Management
Alex Perez's Edward Jones Experience 2004 - 2006
Job Commercial Broker & Investment Advisor, National Retail Group at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap January 2015 - Present
Alexander Equity Partners, Inc January 2010 - Present
Conquistador Medical Consultants, LLC March 2009 - March 2015
Madison Street Capital, LLC 2007 - 2012
Merrill Lynch 2006 - 2007
Edward Jones 2004 - 2006
Skills
Investment Banking, Market Development, Start-ups, Mergers, Sales Process, Mergers & Acquisitions, Distribution, Latin America, International Sales, Investment Properties, Distributed Team..., Life Sciences, Distribution Management, Company Acquisitions, Commercial Real Estate, Single Tenant, Multi-tenant, Shopping Centers, Debt & Equity Financing, Sales Management, Private Equity, Financial Analysis, Portfolio Management, Due Diligence, Investments, Venture Capital, Finance
Education
Saint Louis University 2001 — 2004
BA
Missouri Baptist University 2010 — 2012
MBA, Business Administration and Management, General
Marcus & Millichap January 2015 - Present
Alexander Equity Partners, Inc January 2010 - Present
Conquistador Medical Consultants, LLC March 2009 - March 2015
Madison Street Capital, LLC 2007 - 2012
Merrill Lynch 2006 - 2007
Edward Jones 2004 - 2006
Skills
Investment Banking, Market Development, Start-ups, Mergers, Sales Process, Mergers & Acquisitions, Distribution, Latin America, International Sales, Investment Properties, Distributed Team..., Life Sciences, Distribution Management, Company Acquisitions, Commercial Real Estate, Single Tenant, Multi-tenant, Shopping Centers, Debt & Equity Financing, Sales Management, Private Equity, Financial Analysis, Portfolio Management, Due Diligence, Investments, Venture Capital, Finance
Education
Saint Louis University 2001 — 2004
BA
Missouri Baptist University 2010 — 2012
MBA, Business Administration and Management, General
Bethany Grimm Bethany Grimm's Edward Jones Experience November 2010 - Present
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Fortune Investment Services March 2008 - November 2010
Education
Missouri Baptist University 2009 — 2010
M.B.A.
University of Missouri-Saint Louis 2005 — 2008
Bachelor of Science in Business Administration, Finance
Edward Jones November 2010 - Present
Fortune Investment Services March 2008 - November 2010
Education
Missouri Baptist University 2009 — 2010
M.B.A.
University of Missouri-Saint Louis 2005 — 2008
Bachelor of Science in Business Administration, Finance
Heidi Wilkinson Heidi Wilkinson's Edward Jones Experience 2001 - 2003
Job Vice President Human Resources at Aegion Corporation
Industry Human Resources
Experience
Aegion Corporation October 2010 - Present
Thomson Reuters January 2004 - March 2009
Edward Jones 2001 - 2003
Nestle Purina PetCare 1998 - 2001
MasterCard International 1993 - 1995
Skills
Performance Management, Organizational..., Onboarding, Leadership, Management, Employee Engagement, Interviews, Employee Benefits, Human Resources, Organizational Design, Employee Relations, Team Management, Leadership Development, Benefits Administration, Talent Management, Hiring, Talent Acquisition, Deferred Compensation, Program Management, Training, Outsourcing, Mergers & Acquisitions, Succession Planning, Personnel Management, Workforce Planning, HRIS, Budgets, Culture Change, Recruiting, Applicant Tracking..., Career Development, College Recruiting, Employer Branding, Labor Relations, HR Policies, Organizational..., FMLA
Education
Missouri State University 1988 — 1992
Bachelor of Science, Human Resource Management
Aegion Corporation October 2010 - Present
Thomson Reuters January 2004 - March 2009
Edward Jones 2001 - 2003
Nestle Purina PetCare 1998 - 2001
MasterCard International 1993 - 1995
Skills
Performance Management, Organizational..., Onboarding, Leadership, Management, Employee Engagement, Interviews, Employee Benefits, Human Resources, Organizational Design, Employee Relations, Team Management, Leadership Development, Benefits Administration, Talent Management, Hiring, Talent Acquisition, Deferred Compensation, Program Management, Training, Outsourcing, Mergers & Acquisitions, Succession Planning, Personnel Management, Workforce Planning, HRIS, Budgets, Culture Change, Recruiting, Applicant Tracking..., Career Development, College Recruiting, Employer Branding, Labor Relations, HR Policies, Organizational..., FMLA
Education
Missouri State University 1988 — 1992
Bachelor of Science, Human Resource Management
Anthony Pochowski Anthony Pochowski's Edward Jones Experience May 2014 - December 2014
Job Financial Advisor at Midwest Financial Group
Industry Financial Services
Experience
Midwest Financial Group December 2014 - Present
Edward Jones May 2014 - December 2014
Wells Fargo June 2013 - May 2014
PNC Investments July 2012 - June 2013
JPMorgan Chase November 2006 - July 2012
Skills
Financial Services, Investments, Banking, Finance, Customer Service, Loans, Credit, Mutual Funds, Lines Of Credit, IRAs, Fixed Annuities, Retirement Planning, Series 6, Fixed Income, Investment Banking, Retirement, Small Business, Series 7, Insurance, Financial Advisory, Credit Cards, Bonds, Securities, Deposits, Relationship Management, Business Relationship..., Private Banking, 401k Rollovers, High Net Worth..., 401k, Roth IRA
Education
University of Phoenix-Milwaukee Campus 2004 — 2006
Finance, General
Milwaukee School of Engineering 2002 — 2003
Architectural Engineering and Construction Management
Milwaukee Area Technical College 2001 — 2002
General Studies
Midwest Financial Group December 2014 - Present
Edward Jones May 2014 - December 2014
Wells Fargo June 2013 - May 2014
PNC Investments July 2012 - June 2013
JPMorgan Chase November 2006 - July 2012
Skills
Financial Services, Investments, Banking, Finance, Customer Service, Loans, Credit, Mutual Funds, Lines Of Credit, IRAs, Fixed Annuities, Retirement Planning, Series 6, Fixed Income, Investment Banking, Retirement, Small Business, Series 7, Insurance, Financial Advisory, Credit Cards, Bonds, Securities, Deposits, Relationship Management, Business Relationship..., Private Banking, 401k Rollovers, High Net Worth..., 401k, Roth IRA
Education
University of Phoenix-Milwaukee Campus 2004 — 2006
Finance, General
Milwaukee School of Engineering 2002 — 2003
Architectural Engineering and Construction Management
Milwaukee Area Technical College 2001 — 2002
General Studies
Laura Gallegos Laura Gallegos's Edward Jones Experience November 1995 - May 1998
Job Service Coordinator at Lloyd's Register Energy Drilling
Industry Oil & Energy
Experience
Lloyd's Register Energy - Drilling December 2011 - Present
University of Houston (Main Campus) March 2010 - December 2011
St. Louis Community College May 2009 - December 2009
Ranken Technical College September 2003 - May 2009
Chalice Press March 2001 - April 2003
Concordia Publishing House May 1998 - November 2000
Edward Jones November 1995 - May 1998
Skills
Writing, PowerPoint, Microsoft Office, Editing, Administrative..., Customer Service, Time Management, Higher Education, Leadership, Research, Management, Microsoft Word, Supervisory Skills, Teamwork, Project Management, Project Coordination, Outlook, Microsoft Excel, Event Planning, Proofreading, Procurement, Public Relations, Training, Access, Advertising, Teaching, Process Scheduler, Logistics, Public Speaking, Team Leadership, Event Management, Nonprofits, Proposal Writing, Human Resources, Strategic Planning, Employee Relations, Team Building, Budgets, Office Management, Project Planning, Leadership Development, Troubleshooting, Databases, Contract Management, Social Media, Offshore Drilling, Oil/Gas, Drilling, Oilfield, Subsea Engineering
Education
Missouri Baptist University 1994 — 1997
B.A., English
Victory Christian School 1981 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lloyd's Register Energy - Drilling December 2011 - Present
University of Houston (Main Campus) March 2010 - December 2011
St. Louis Community College May 2009 - December 2009
Ranken Technical College September 2003 - May 2009
Chalice Press March 2001 - April 2003
Concordia Publishing House May 1998 - November 2000
Edward Jones November 1995 - May 1998
Skills
Writing, PowerPoint, Microsoft Office, Editing, Administrative..., Customer Service, Time Management, Higher Education, Leadership, Research, Management, Microsoft Word, Supervisory Skills, Teamwork, Project Management, Project Coordination, Outlook, Microsoft Excel, Event Planning, Proofreading, Procurement, Public Relations, Training, Access, Advertising, Teaching, Process Scheduler, Logistics, Public Speaking, Team Leadership, Event Management, Nonprofits, Proposal Writing, Human Resources, Strategic Planning, Employee Relations, Team Building, Budgets, Office Management, Project Planning, Leadership Development, Troubleshooting, Databases, Contract Management, Social Media, Offshore Drilling, Oil/Gas, Drilling, Oilfield, Subsea Engineering
Education
Missouri Baptist University 1994 — 1997
B.A., English
Victory Christian School 1981 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Juard Van Dijkhorst Juard Van Dijkhorst's Edward Jones Experience June 2013 - July 2014
Job Engagement | Content | Development
Industry Marketing and Advertising
Experience
Leatherman Tool Group October 2014 - May 2015
Edward Jones June 2013 - July 2014
Foundry Front January 2013 - September 2013
Enterprise Fleet Management February 2013 - May 2013
Nine Network of Public Media (KETC) September 2010 - October 2012
Creve Coeur Camera August 2009 - September 2010
Freelance Videographer August 2007 - January 2010
Missouri State University September 2005 - December 2007
GameStop 2004 - 2007
Skills
Video Editing, Final Cut Pro, Sales, Community Outreach, Proposal Writing, Social Media, Photography, Photoshop, Video Production, Media Production, WordPress, Blogging, Graphic Design, Videography, History, Product Design, Online Advertising, Entrepreneurship, Film, Copywriting, Social Networking, E-commerce, Editing, Marketing, Facebook, Adobe Creative Suite, Creative Writing, Video, Digital Media
Education
Missouri State University 2005 — 2008
B.S Mass Media Production, Comprehensive, Digital Film Production
The University of Stirling 2004 — 2005
the British Media, Scottish History
Saint Louis Community College-Meramec 2002 — 2004
Media, Film Production
Leatherman Tool Group October 2014 - May 2015
Edward Jones June 2013 - July 2014
Foundry Front January 2013 - September 2013
Enterprise Fleet Management February 2013 - May 2013
Nine Network of Public Media (KETC) September 2010 - October 2012
Creve Coeur Camera August 2009 - September 2010
Freelance Videographer August 2007 - January 2010
Missouri State University September 2005 - December 2007
GameStop 2004 - 2007
Skills
Video Editing, Final Cut Pro, Sales, Community Outreach, Proposal Writing, Social Media, Photography, Photoshop, Video Production, Media Production, WordPress, Blogging, Graphic Design, Videography, History, Product Design, Online Advertising, Entrepreneurship, Film, Copywriting, Social Networking, E-commerce, Editing, Marketing, Facebook, Adobe Creative Suite, Creative Writing, Video, Digital Media
Education
Missouri State University 2005 — 2008
B.S Mass Media Production, Comprehensive, Digital Film Production
The University of Stirling 2004 — 2005
the British Media, Scottish History
Saint Louis Community College-Meramec 2002 — 2004
Media, Film Production
SAMANTHA SEPIN's Edward Jones Experience November 2014 - Present
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Edward Jones November 2014 - Present
ANCHOR IMAGING January 2003 - Present
The Thomas Fierst Insurance Agency January 2009 - July 2015
Memorial Blood Centers January 2004 - December 2007
Skills
Customer Service, Customer Satisfaction, Customer Retention, Project Management, Project Planning, Microsoft Excel, Problem Solving, Adobe Creative Suite, Creative Problem Solving, Business Process, Small Business, Small Business Marketing, Online Marketing, Social Networking, QuickBooks, Office Management, Office Administration, Dependable Team Player, Management, Account Management, Licensed Life Insurance..., Licensed Property &..., Insurance, Leadership, Microsoft Office, Marketing, Advertising, Training, Social Media, Event Planning, Marketing Strategy, Leadership Development, Social Media Marketing, Photography, Graphic Design, Marketing Communications, Strategic Planning, Sales, Team Building, PowerPoint, New Business Development, Sales Management, Event Management, Public Speaking, Time Management
Education
Minneapolis College of Art and Design 2003 — 2005
Photography
Edward Jones November 2014 - Present
ANCHOR IMAGING January 2003 - Present
The Thomas Fierst Insurance Agency January 2009 - July 2015
Memorial Blood Centers January 2004 - December 2007
Skills
Customer Service, Customer Satisfaction, Customer Retention, Project Management, Project Planning, Microsoft Excel, Problem Solving, Adobe Creative Suite, Creative Problem Solving, Business Process, Small Business, Small Business Marketing, Online Marketing, Social Networking, QuickBooks, Office Management, Office Administration, Dependable Team Player, Management, Account Management, Licensed Life Insurance..., Licensed Property &..., Insurance, Leadership, Microsoft Office, Marketing, Advertising, Training, Social Media, Event Planning, Marketing Strategy, Leadership Development, Social Media Marketing, Photography, Graphic Design, Marketing Communications, Strategic Planning, Sales, Team Building, PowerPoint, New Business Development, Sales Management, Event Management, Public Speaking, Time Management
Education
Minneapolis College of Art and Design 2003 — 2005
Photography
Tanya Williams Passmore Tanya Williams Passmore's Edward Jones Experience August 2011 - Present
Job Entrepreneur at Rodan + Fields
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists / Skin & Beauty Logic September 2014 - Present
Edward Jones August 2011 - Present
Crosspoint Church 2006 - Present
Education
Missouri Baptist University
Bachelor of Business Administration (BBA)
Rodan + Fields Dermatologists / Skin & Beauty Logic September 2014 - Present
Edward Jones August 2011 - Present
Crosspoint Church 2006 - Present
Education
Missouri Baptist University
Bachelor of Business Administration (BBA)
Lindsey Wortman Lindsey Wortman's Edward Jones Experience June 2002 - April 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Raymond James Financial Inc. at Citizen's Bank April 2012 - November 2012
Edward Jones June 2002 - April 2012
Edward Jones June 1994 - June 2002
Education
Milligan College 2000 — 2002
Business, Economics, finance
Elizabethton High School 1991 — 1995
Fidelity Investments November 2012 - Present
Raymond James Financial Inc. at Citizen's Bank April 2012 - November 2012
Edward Jones June 2002 - April 2012
Edward Jones June 1994 - June 2002
Education
Milligan College 2000 — 2002
Business, Economics, finance
Elizabethton High School 1991 — 1995
Jeff Hurlbut Jeff Hurlbut's Edward Jones Experience 1998 - 2000
Job Manager, Forecasting at FedEx Freight
Industry Transportation/Trucking/Railroad
Experience
FedEx Freight 2012 - Present
Air Evac Lifeteam 2011 - 2012
FedEx Freight 2007 - 2011
FedEx Freight 2002 - 2007
Griffin Wheel Company 2002 - 2002
Sprint 2000 - 2002
Edward Jones 1998 - 2000
Skills
Forecasting, Budget Process, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Planning Budgeting &..., Decision Support, Demand Forecasting, Leadership, Organization Skills, Team Development, Transportation..., Management, Process Improvement, Summarizing Information, Communication, Essbase, Transportation, High Pressure..., Microsoft Excel, PeopleSoft Financial, SAS, PowerPoint, Finance
Education
Missouri Southern State University
Bachelor of Business Administration (B.B.A.), Economics / Finance
FedEx Freight 2012 - Present
Air Evac Lifeteam 2011 - 2012
FedEx Freight 2007 - 2011
FedEx Freight 2002 - 2007
Griffin Wheel Company 2002 - 2002
Sprint 2000 - 2002
Edward Jones 1998 - 2000
Skills
Forecasting, Budget Process, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Planning Budgeting &..., Decision Support, Demand Forecasting, Leadership, Organization Skills, Team Development, Transportation..., Management, Process Improvement, Summarizing Information, Communication, Essbase, Transportation, High Pressure..., Microsoft Excel, PeopleSoft Financial, SAS, PowerPoint, Finance
Education
Missouri Southern State University
Bachelor of Business Administration (B.B.A.), Economics / Finance
Ghellissa Johnson's Edward Jones Experience June 2011 - January 2014
Job Marketing GOGetter
Industry Marketing and Advertising
Experience
IKEA Group March 2015 - Present
Brown Shoe Company February 2014 - March 2015
Edward Jones June 2011 - January 2014
Fleishman-Hillard August 2010 - June 2011
Edward Jones June 2010 - August 2010
American Hospital Association May 2008 - August 2008
Illinois CPA Society June 2007 - August 2007
Skills
Dreamweaver, MS Office Suite, Prezi Presentations, Oracle Application..., Crystal Reports, PeopleSoft, Website Redesign, Series 7, Series 66, InDesign, Marketing Communications, Social Media Marketing, Social Media, Web Content Management, Marketing Research, Relationship Marketing, Relationship Management, Key Account..., Recruiting, College Recruiting, Cold Calling, Retirement Planning, Qualified Retirement..., Insurance, Trust Services, IRAs, Uniform Combined State..., Microsoft Office, Management, Strategic Planning, Leadership, Public Speaking, Advertising, Market Research, Facebook, Training, Public Relations, Product Marketing, Event Management, Analysis, Program Management, Time Management
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (MBA), Marketing/Management
Southern Illinois University, Edwardsville 2008 — 2010
Bachelor of Science, Business Administration (Specialization in Marketing) Minor in Corporate Communications
Minnesota State University, Moorhead 2006 — 2008
Business Administration and Management, General
IKEA Group March 2015 - Present
Brown Shoe Company February 2014 - March 2015
Edward Jones June 2011 - January 2014
Fleishman-Hillard August 2010 - June 2011
Edward Jones June 2010 - August 2010
American Hospital Association May 2008 - August 2008
Illinois CPA Society June 2007 - August 2007
Skills
Dreamweaver, MS Office Suite, Prezi Presentations, Oracle Application..., Crystal Reports, PeopleSoft, Website Redesign, Series 7, Series 66, InDesign, Marketing Communications, Social Media Marketing, Social Media, Web Content Management, Marketing Research, Relationship Marketing, Relationship Management, Key Account..., Recruiting, College Recruiting, Cold Calling, Retirement Planning, Qualified Retirement..., Insurance, Trust Services, IRAs, Uniform Combined State..., Microsoft Office, Management, Strategic Planning, Leadership, Public Speaking, Advertising, Market Research, Facebook, Training, Public Relations, Product Marketing, Event Management, Analysis, Program Management, Time Management
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (MBA), Marketing/Management
Southern Illinois University, Edwardsville 2008 — 2010
Bachelor of Science, Business Administration (Specialization in Marketing) Minor in Corporate Communications
Minnesota State University, Moorhead 2006 — 2008
Business Administration and Management, General
Danielle Hamburg's Edward Jones Experience April 2011 - Present
Job OnCall Branch Office Administrator at Edward Jones and Student
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Self Employed Independent Computer and Electronic Services July 2010 - August 2013
Naval Oceanographic Office July 2008 - July 2010
Skills
Software Installation, Microsoft Office, Analysis, Computer Repair, Electronics, Data Analysis, Customer Service, ArcGIS, Project Management, Strategic Planning, Windows 7, Windows XP, Windows 8, Windows 10, PC Hardware Repair, Troubleshooting, Help Desk Support, GPS, ESRI, Spatial Analysis, LiDAR, ArcMap, Remote Sensing, Data Management
Education
The University of Southern Mississippi 2015 — 2015
Criminal Justice
Penn State University 2009 — 2010
Geographic Information Science and Cartography, 4.0
Mississippi State University 2004 — 2008
Bachelor of Science, Professional Meteorology
Edward Jones April 2011 - Present
Self Employed Independent Computer and Electronic Services July 2010 - August 2013
Naval Oceanographic Office July 2008 - July 2010
Skills
Software Installation, Microsoft Office, Analysis, Computer Repair, Electronics, Data Analysis, Customer Service, ArcGIS, Project Management, Strategic Planning, Windows 7, Windows XP, Windows 8, Windows 10, PC Hardware Repair, Troubleshooting, Help Desk Support, GPS, ESRI, Spatial Analysis, LiDAR, ArcMap, Remote Sensing, Data Management
Education
The University of Southern Mississippi 2015 — 2015
Criminal Justice
Penn State University 2009 — 2010
Geographic Information Science and Cartography, 4.0
Mississippi State University 2004 — 2008
Bachelor of Science, Professional Meteorology
Chidimma Ezenwa Chidimma Ezenwa's Edward Jones Experience July 2015 - Present
Job Associate Analyst Mutual Fund Research at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Lands' End August 2008 - July 2015
Elmbrook Humane Society June 2014 - February 2015
Wisconsin Super Angel Fund May 2014 - September 2014
ISU Foundation May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Accounting, Retail, Sales, Finance, Investments, Financial Modeling
Education
University of Wisconsin-Milwaukee 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.74
Milwaukee Area Technical College 2010 — 2012
Accounting and Finance
Edward Jones July 2015 - Present
Lands' End August 2008 - July 2015
Elmbrook Humane Society June 2014 - February 2015
Wisconsin Super Angel Fund May 2014 - September 2014
ISU Foundation May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Accounting, Retail, Sales, Finance, Investments, Financial Modeling
Education
University of Wisconsin-Milwaukee 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.74
Milwaukee Area Technical College 2010 — 2012
Accounting and Finance
Jared Lorts Jared Lorts's Edward Jones Experience April 2005 - January 2006
Job Experienced Marketing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial Services, Inc. January 2008 - February 2011
H&R Block Financial Advisors (Now Ameriprise Financial) January 2006 - July 2008
Edward Jones April 2005 - January 2006
Skills
Leadership, Team Leadership, Strategic Leadership, Marketing Management, Training, Operations Management, Strategy Implementation, Management, Marketing Communications, Marketing Strategy, Budgets, Interactive Marketing, Sales, Program Management, Cross-functional Team..., Microsoft Excel, Sales Operations, Corporate Communications, Email Marketing, Social Media, New Client Acquisitions, Business Coaching, Promotions, Content Writing, Incentive Programs, Website Development, Microsoft Word, PowerPoint, Vizio, Access, FrontPage, CRM, Outlook, Series 24, Series 65, Series 7
Education
Missouri State University 2000 — 2004
Bachelor's degree, Marketing Management, 3.8 cumulative GPA, Graduated Magna Cum Laude
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial Services, Inc. January 2008 - February 2011
H&R Block Financial Advisors (Now Ameriprise Financial) January 2006 - July 2008
Edward Jones April 2005 - January 2006
Skills
Leadership, Team Leadership, Strategic Leadership, Marketing Management, Training, Operations Management, Strategy Implementation, Management, Marketing Communications, Marketing Strategy, Budgets, Interactive Marketing, Sales, Program Management, Cross-functional Team..., Microsoft Excel, Sales Operations, Corporate Communications, Email Marketing, Social Media, New Client Acquisitions, Business Coaching, Promotions, Content Writing, Incentive Programs, Website Development, Microsoft Word, PowerPoint, Vizio, Access, FrontPage, CRM, Outlook, Series 24, Series 65, Series 7
Education
Missouri State University 2000 — 2004
Bachelor's degree, Marketing Management, 3.8 cumulative GPA, Graduated Magna Cum Laude
Mike Warne, AAMS® Mike Warne, AAMS®'s Edward Jones Experience October 2002 - March 2006
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2015 - Present
UBS Wealth Management March 2006 - July 2015
Edward Jones October 2002 - March 2006
Waterpik Technologies July 2000 - July 2002
Education
Mississippi State University 1990 — 1995
BS, Industrial Technology
Meridian High School 1987 — 1990
RBC Wealth Management July 2015 - Present
UBS Wealth Management March 2006 - July 2015
Edward Jones October 2002 - March 2006
Waterpik Technologies July 2000 - July 2002
Education
Mississippi State University 1990 — 1995
BS, Industrial Technology
Meridian High School 1987 — 1990
Carrie (Spencer) Sander Carrie (Spencer) Sander's Edward Jones Experience June 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Saint Louis University 2007 - Present
Skills
Administration, Office Administration, Healthcare, Nutrition, Public Speaking, Health Promotion, Teaching, Customer Service, Cpr Certified, Clinical Research, Microsoft Excel
Education
Millikin University 1994 — 1995
Music, Music Teacher Education
Edward Jones June 2015 - Present
Saint Louis University 2007 - Present
Skills
Administration, Office Administration, Healthcare, Nutrition, Public Speaking, Health Promotion, Teaching, Customer Service, Cpr Certified, Clinical Research, Microsoft Excel
Education
Millikin University 1994 — 1995
Music, Music Teacher Education
Katie Oglesby Katie Oglesby's Edward Jones Experience January 2012 - Present
Job Keefe Real Estate & Owner at Ahoy Acres
Industry Real Estate
Experience
Keefe Real Estate, Inc. July 2014 - Present
Ahoy Acres January 2014 - Present
Edward Jones January 2012 - Present
Legal Investigation Services 2002 - Present
Legal Action of Wisconsin, Inc. February 2001 - January 2012
Skills
Legal Research, Legal Writing, Legal Documents, Litigation Support, Westlaw, Legal Assistance, Customer Service, Courts
Education
Upper Iowa University 2009 — 2015
Bachelor's degree, Criminal Justice
Milwaukee Area Technical College 2000 — 2001
Associates, Paralegal
Keefe Real Estate, Inc. July 2014 - Present
Ahoy Acres January 2014 - Present
Edward Jones January 2012 - Present
Legal Investigation Services 2002 - Present
Legal Action of Wisconsin, Inc. February 2001 - January 2012
Skills
Legal Research, Legal Writing, Legal Documents, Litigation Support, Westlaw, Legal Assistance, Customer Service, Courts
Education
Upper Iowa University 2009 — 2015
Bachelor's degree, Criminal Justice
Milwaukee Area Technical College 2000 — 2001
Associates, Paralegal
David Tuyo's Edward Jones Experience 2000 - 2003
Job EVP/CFO at Power Financial Credit Union
Industry Banking
Experience
Power Financial Credit Union May 2014 - Present
Lending Solutions Consulting, Inc July 2012 - July 2014
USAlliance Federal Credit Union December 2013 - May 2014
Pen Air Federal Credit Union October 2011 - July 2012
Pen Air Federal Credit Union April 2009 - July 2012
First Florida Credit Union 2007 - 2009
US Community Credit Union 2006 - 2007
Morgan Keegan 2005 - 2006
Southeast Corporate FCU 2003 - 2005
Edward Jones 2000 - 2003
Skills
Contract Negotiation, Investments, Finance, Strategic Planning, Sales, Asset Liability..., Lending, Consumer Lending, Member Business Lending, Information Technology, Project Management, Leadership Development, Board of Directors..., Accounting, Marketing, Business Development, Enterprise Risk..., Innovation, Consumer Behavior, Organizational Behavior..., Loans, ALM, Credit Unions, Portfolio Management, Banking, Team Building, Financial Institutions, Leadership, Process Improvement, Credit, Financial Analysis, Financial Services, Mergers & Acquisitions, Budgets, Financial Reporting, Training, Financial Modeling, Risk Management, Financial Risk, Executive Management, Insurance, Strategic Financial..., Commercial Lending, Business Strategy, Asset Management, Underwriting, Cash Management, Credit Analysis, Retail Banking, Employee Development...
Education
California Southern University 2011 — 2015
Doctor of Business Administration DBA, Business and Leadership, 4.0
Mississippi State University 2008 — 2011
MBA, Economics, 4.0
University of Mobile 1997 — 2000
Bachelors, Finance
Advanced Lending Institute
Advanced Lending Institute
Power Financial Credit Union May 2014 - Present
Lending Solutions Consulting, Inc July 2012 - July 2014
USAlliance Federal Credit Union December 2013 - May 2014
Pen Air Federal Credit Union October 2011 - July 2012
Pen Air Federal Credit Union April 2009 - July 2012
First Florida Credit Union 2007 - 2009
US Community Credit Union 2006 - 2007
Morgan Keegan 2005 - 2006
Southeast Corporate FCU 2003 - 2005
Edward Jones 2000 - 2003
Skills
Contract Negotiation, Investments, Finance, Strategic Planning, Sales, Asset Liability..., Lending, Consumer Lending, Member Business Lending, Information Technology, Project Management, Leadership Development, Board of Directors..., Accounting, Marketing, Business Development, Enterprise Risk..., Innovation, Consumer Behavior, Organizational Behavior..., Loans, ALM, Credit Unions, Portfolio Management, Banking, Team Building, Financial Institutions, Leadership, Process Improvement, Credit, Financial Analysis, Financial Services, Mergers & Acquisitions, Budgets, Financial Reporting, Training, Financial Modeling, Risk Management, Financial Risk, Executive Management, Insurance, Strategic Financial..., Commercial Lending, Business Strategy, Asset Management, Underwriting, Cash Management, Credit Analysis, Retail Banking, Employee Development...
Education
California Southern University 2011 — 2015
Doctor of Business Administration DBA, Business and Leadership, 4.0
Mississippi State University 2008 — 2011
MBA, Economics, 4.0
University of Mobile 1997 — 2000
Bachelors, Finance
Advanced Lending Institute
Advanced Lending Institute
Allison Britt's Edward Jones Experience September 2009 - December 2013
Job Transfer Adviser at Savannah College of Art and Design
Industry Higher Education
Experience
Savannah College of Art and Design January 2015 - Present
Savannah College of Art and Design December 2013 - January 2015
Edward Jones September 2009 - December 2013
Mills College August 2007 - May 2009
Mills College August 2007 - May 2009
Skills
Teaching, Office Administration, Editing, Community Outreach, Customer Service, New Business Development, Research, Business Strategy, Literature, Banner, Financial Services, Strategic Planning, Life Insurance, Estate Planning, Microsoft Office, Teaching Writing, Salesforce.com, Teacher Training, Curriculum Development, Public Speaking, Blogging, Social Media, Awesomeness, Writing, Online Data Entry, Marketing Strategy, Team Building, Compassion, Positive Can-do Attitude, Making It Happen, Time Management, Higher Education, Proofreading, Administration, Nonprofits, Creative Writing, Event Planning, Copy Editing, Administrative..., Outlook, Microsoft Word, Program Management, Microsoft Excel, Investments, Admissions, Student Affairs, Budgets, Critical Thinking
Education
Mills College 2007 — 2009
Master of Arts (M.A.), English Language and Literature, General
UCSB 2005 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Moorpark College 2003 — 2005
Associate's degree
Savannah College of Art and Design January 2015 - Present
Savannah College of Art and Design December 2013 - January 2015
Edward Jones September 2009 - December 2013
Mills College August 2007 - May 2009
Mills College August 2007 - May 2009
Skills
Teaching, Office Administration, Editing, Community Outreach, Customer Service, New Business Development, Research, Business Strategy, Literature, Banner, Financial Services, Strategic Planning, Life Insurance, Estate Planning, Microsoft Office, Teaching Writing, Salesforce.com, Teacher Training, Curriculum Development, Public Speaking, Blogging, Social Media, Awesomeness, Writing, Online Data Entry, Marketing Strategy, Team Building, Compassion, Positive Can-do Attitude, Making It Happen, Time Management, Higher Education, Proofreading, Administration, Nonprofits, Creative Writing, Event Planning, Copy Editing, Administrative..., Outlook, Microsoft Word, Program Management, Microsoft Excel, Investments, Admissions, Student Affairs, Budgets, Critical Thinking
Education
Mills College 2007 — 2009
Master of Arts (M.A.), English Language and Literature, General
UCSB 2005 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Moorpark College 2003 — 2005
Associate's degree
Chris Curtis's Edward Jones Experience July 2005 - December 2007
Job Marketing & Sales Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2015 - Present
Anheuser-Busch InBev June 2010 - August 2015
Central Trust & Investment Company December 2007 - August 2008
Edward Jones July 2005 - December 2007
Education
Washington University in St. Louis 2008 — 2010
MBA, Brand Management and Corporate Strategy
Missouri State University 2000 — 2005
Bachelor of Science (B.S.), Marketing/Marketing Management, General
University of Auckland 2002 — 2002
Study Abroad, New Zealand
McKinsey & Company September 2015 - Present
Anheuser-Busch InBev June 2010 - August 2015
Central Trust & Investment Company December 2007 - August 2008
Edward Jones July 2005 - December 2007
Education
Washington University in St. Louis 2008 — 2010
MBA, Brand Management and Corporate Strategy
Missouri State University 2000 — 2005
Bachelor of Science (B.S.), Marketing/Marketing Management, General
University of Auckland 2002 — 2002
Study Abroad, New Zealand
Bradley Godfrey Bradley Godfrey's Edward Jones Experience July 2015 - Present
Job Recent Millsaps College Graduate looking for new career in Finance or Consulting
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Cox Media Group June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, English, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, Windows, Event Planning, Finance, Business, Business Analysis, Entrepreneurship, Financial Planning, Financial Analysis, Analysis
Education
Millsaps College 2011 — 2015
Bachelor's degree, Business Administration with a Finance focus
Millsaps College 2011 — 2015
Bachelor's degree, Finance, General
Edward Jones July 2015 - Present
Cox Media Group June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, English, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, Windows, Event Planning, Finance, Business, Business Analysis, Entrepreneurship, Financial Planning, Financial Analysis, Analysis
Education
Millsaps College 2011 — 2015
Bachelor's degree, Business Administration with a Finance focus
Millsaps College 2011 — 2015
Bachelor's degree, Finance, General
Curtis D. Tinker, CTP Curtis D. Tinker, CTP's Edward Jones Experience September 1996 - Present
Job Treasury Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1996 - Present
Wal Mart July 1990 - July 1996
Skills
Cash Management, Accounting, Organization Skills, Time Management, Team Leadership, Analysis, CTP, Series 7, Series 63, Finance, Economics
Education
Webster University 1997 — 1999
Master's Degree, Business Administration and Management, General
Southwest Baptist University 1994 — 1995
Bachelor's Degree, Business/Managerial Economics
Mineral Area College 1991 — 1993
Associate's Degree, Business
Farmington High School 1987 — 1991
High School
Edward Jones September 1996 - Present
Wal Mart July 1990 - July 1996
Skills
Cash Management, Accounting, Organization Skills, Time Management, Team Leadership, Analysis, CTP, Series 7, Series 63, Finance, Economics
Education
Webster University 1997 — 1999
Master's Degree, Business Administration and Management, General
Southwest Baptist University 1994 — 1995
Bachelor's Degree, Business/Managerial Economics
Mineral Area College 1991 — 1993
Associate's Degree, Business
Farmington High School 1987 — 1991
High School
Joe Susemihl Joe Susemihl's Edward Jones Experience February 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Wells Enterprises January 2005 - January 2011
Wells Enterprises July 2002 - January 2011
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Retirement, Risk Management, Financial Services, Financial Analysis, Mutual Funds, Insurance, Life Insurance, Financial Advisory, Asset Allocation, Asset Management
Education
Minnesota State University, Mankato 1997 — 2001
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Edward Jones February 2011 - Present
Wells Enterprises January 2005 - January 2011
Wells Enterprises July 2002 - January 2011
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Retirement, Risk Management, Financial Services, Financial Analysis, Mutual Funds, Insurance, Life Insurance, Financial Advisory, Asset Allocation, Asset Management
Education
Minnesota State University, Mankato 1997 — 2001
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Hunter Logan Hunter Logan's Edward Jones Experience August 2009 - March 2010
Job Treasury Management Sales Officer at BancorpSouth
Industry Banking
Experience
BancorpSouth May 2010 - Present
Edward Jones August 2009 - March 2010
Skills
Treasury Management, Credit, Financial Services, Banking
Education
Mississippi State University 2008 — 2009
Master of Business Administration (MBA)
Mississippi State University 2005 — 2008
Bachelor of Business Administration (BBA), Finance
BancorpSouth May 2010 - Present
Edward Jones August 2009 - March 2010
Skills
Treasury Management, Credit, Financial Services, Banking
Education
Mississippi State University 2008 — 2009
Master of Business Administration (MBA)
Mississippi State University 2005 — 2008
Bachelor of Business Administration (BBA), Finance
George Berryhill George Berryhill's Edward Jones Experience April 2014 - January 2015
Job .
Industry Financial Services
Experience
Edward Jones April 2014 - January 2015
Southeastern Pond Management June 2006 - February 2014
Mississippi State University October 2005 - June 2006
Skills
Sales, Biology, Water Quality, Environmental Science, Field Work, Research, Data Analysis, Lifesciences, Ecology, Science, Marketing, Wildlife, Data Collection, Leadership, Public Speaking, Contract Negotiation, Management, Customer Service, Microsoft Office, Negotiation, Project Management, Strategic Planning, Team Building
Education
Universiti Sains Malaysia 2001 — 2003
Master of Science (MS), Limnology
Mississippi State University 1996 — 2001
Bachelor of Science (BS), Wildlife and Fisheries Sciences
Carrollton High School, Carrollton, GA 1990 — 1993
Edward Jones April 2014 - January 2015
Southeastern Pond Management June 2006 - February 2014
Mississippi State University October 2005 - June 2006
Skills
Sales, Biology, Water Quality, Environmental Science, Field Work, Research, Data Analysis, Lifesciences, Ecology, Science, Marketing, Wildlife, Data Collection, Leadership, Public Speaking, Contract Negotiation, Management, Customer Service, Microsoft Office, Negotiation, Project Management, Strategic Planning, Team Building
Education
Universiti Sains Malaysia 2001 — 2003
Master of Science (MS), Limnology
Mississippi State University 1996 — 2001
Bachelor of Science (BS), Wildlife and Fisheries Sciences
Carrollton High School, Carrollton, GA 1990 — 1993
William Steward's Edward Jones Experience June 2014 - Present
Job Senior Finance Major at Mississippi State University
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Mississippi State University February 2012 - Present
Adidas August 2013 - January 2014
The Career Center August 2013 - December 2013
Dollar General Corporation May 2013 - August 2013
Incomparable Camp Ozark May 2012 - July 2012
Mississippi State University, Department of Housing January 2012 - May 2012
Lawn & Order Lawn Care Service February 2009 - August 2011
Piedmont Recreation Association February 2009 - August 2011
Charger Striping Services 2008 - 2011
Skills
Management, Entrepreneurship, Conflict Resolution, Resume Writing, College Recruiting, Student Recruiting, Time Management, Team Leadership, Student Leadership, Career Counseling, Critical Thinking, Motivated self-starter, Customer Service, Leadership Development, Customer Satisfaction, Student Leadership..., Interpersonal Skill, Interpersonal..., Training, Retail, Campus, Finance, Internships, Investments
Education
Mississippi State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
Edward Jones June 2014 - Present
Mississippi State University February 2012 - Present
Adidas August 2013 - January 2014
The Career Center August 2013 - December 2013
Dollar General Corporation May 2013 - August 2013
Incomparable Camp Ozark May 2012 - July 2012
Mississippi State University, Department of Housing January 2012 - May 2012
Lawn & Order Lawn Care Service February 2009 - August 2011
Piedmont Recreation Association February 2009 - August 2011
Charger Striping Services 2008 - 2011
Skills
Management, Entrepreneurship, Conflict Resolution, Resume Writing, College Recruiting, Student Recruiting, Time Management, Team Leadership, Student Leadership, Career Counseling, Critical Thinking, Motivated self-starter, Customer Service, Leadership Development, Customer Satisfaction, Student Leadership..., Interpersonal Skill, Interpersonal..., Training, Retail, Campus, Finance, Internships, Investments
Education
Mississippi State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
Ralph Allen's Edward Jones Experience August 2009 - December 2009
Job Account Manager at DuPont Pioneer
Industry Farming
Experience
DuPont Pioneer August 2013 - Present
Pioneer Hi-Bred International Inc July 2012 - August 2013
Pioneer Hi-Bred International Inc August 2010 - July 2012
Edward Jones August 2009 - December 2009
USDA-FSA February 2009 - December 2009
Allen Planting Company January 1999 - December 2007
Sanders, Inc. March 1997 - December 2001
SF Technical Services March 1995 - March 1997
Delta Research and Extension Center April 1993 - March 1995
Skills
Cotton, Corn, Research, Agriculture, Planning, Problem Solving, Microsoft Office, Agronomy, Agribusiness, Supervisory Skills, Project Planning, Analysis, Leadership, Marketing Strategy, Crop Protection, Plant Breeding, Public Speaking, Strategic Planning, Negotiation, Farms, Commodity, Crop, Training, Management, Vegetables, Program Management
Education
Mississippi State University 1991 — 1994
MS, Weed Science
Mississippi State University 1982 — 1985
BS, Agronomy / Seed Technology
Sewanee Academy 1978 — 1980
DuPont Pioneer August 2013 - Present
Pioneer Hi-Bred International Inc July 2012 - August 2013
Pioneer Hi-Bred International Inc August 2010 - July 2012
Edward Jones August 2009 - December 2009
USDA-FSA February 2009 - December 2009
Allen Planting Company January 1999 - December 2007
Sanders, Inc. March 1997 - December 2001
SF Technical Services March 1995 - March 1997
Delta Research and Extension Center April 1993 - March 1995
Skills
Cotton, Corn, Research, Agriculture, Planning, Problem Solving, Microsoft Office, Agronomy, Agribusiness, Supervisory Skills, Project Planning, Analysis, Leadership, Marketing Strategy, Crop Protection, Plant Breeding, Public Speaking, Strategic Planning, Negotiation, Farms, Commodity, Crop, Training, Management, Vegetables, Program Management
Education
Mississippi State University 1991 — 1994
MS, Weed Science
Mississippi State University 1982 — 1985
BS, Agronomy / Seed Technology
Sewanee Academy 1978 — 1980
Bethany Atchley Bethany Atchley's Edward Jones Experience July 2011 - November 2011
Job Associate Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2012 - Present
Edward Jones July 2011 - November 2011
Eureka Springs, Arkansas January 1993 - December 2001
Skills
Financial Analysis, Finance, Securities, Portfolio Management, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Strategic Planning, Microsoft Office, Financial Advisory
Education
Pittsburg State University 1988 — 1992
Bachelor's degree, Finance, General
Missouri Southern State University 1989 — 1990
Raymond James March 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2012 - Present
Edward Jones July 2011 - November 2011
Eureka Springs, Arkansas January 1993 - December 2001
Skills
Financial Analysis, Finance, Securities, Portfolio Management, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Strategic Planning, Microsoft Office, Financial Advisory
Education
Pittsburg State University 1988 — 1992
Bachelor's degree, Finance, General
Missouri Southern State University 1989 — 1990
Jeff Barth Jeff Barth's Edward Jones Experience May 2010 - Present
Job Financial Planner at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Greenswitch December 2009 - 2010
Procter & Gamble November 1998 - August 2009
Marco Business Products June 1997 - November 1998
Education
Minnesota State University, Moorhead 1986 — 1989
Bachelor of Science, Energy Management
Edward Jones May 2010 - Present
Greenswitch December 2009 - 2010
Procter & Gamble November 1998 - August 2009
Marco Business Products June 1997 - November 1998
Education
Minnesota State University, Moorhead 1986 — 1989
Bachelor of Science, Energy Management
Jeff Pattison, SPHR Jeff Pattison, SPHR's Edward Jones Experience September 1998 - January 2001
Job Director of Human Resources
Industry Business Supplies and Equipment
Experience
Store Supply Warehouse June 2013 - Present
Apria / Coram Healthcare September 2006 - April 2013
Anheuser-Busch January 2001 - September 2006
Edward Jones September 1998 - January 2001
Skills
Employee Relations, Behavioral Interviewing, Training, Development Of Employees, Compensation & Benefit, FMLA, ADA compliance, Strategic Planning, Coaching, Performance Management, HR Policies, Strategic HR, HR Project Management, HR Coaching, HR Investigations, Union Avoidance Training, Unfair Labor Practice..., Succession Planning, Recruiting, Applicant Tracking..., Interviews, Personnel Management, Leadership Development, ADA Compliance, Onboarding, Leadership
Education
Missouri State University
BS, Business Administration
Store Supply Warehouse June 2013 - Present
Apria / Coram Healthcare September 2006 - April 2013
Anheuser-Busch January 2001 - September 2006
Edward Jones September 1998 - January 2001
Skills
Employee Relations, Behavioral Interviewing, Training, Development Of Employees, Compensation & Benefit, FMLA, ADA compliance, Strategic Planning, Coaching, Performance Management, HR Policies, Strategic HR, HR Project Management, HR Coaching, HR Investigations, Union Avoidance Training, Unfair Labor Practice..., Succession Planning, Recruiting, Applicant Tracking..., Interviews, Personnel Management, Leadership Development, ADA Compliance, Onboarding, Leadership
Education
Missouri State University
BS, Business Administration
Perry Heles Perry Heles's Edward Jones Experience May 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2009 - Present
City of Bloomington, MN May 1987 - May 2009
Skills
Strategic Planning, Financial Analysis, Small Business, Budgets, Portfolio Management, Investments, Accounting, Strategic Financial..., Retirement Planning, Mutual Funds, Finance
Education
Minnesota State University, Mankato 1982 — 1985
B.S, Criminal Justice/Sociology
Edward Jones May 2009 - Present
City of Bloomington, MN May 1987 - May 2009
Skills
Strategic Planning, Financial Analysis, Small Business, Budgets, Portfolio Management, Investments, Accounting, Strategic Financial..., Retirement Planning, Mutual Funds, Finance
Education
Minnesota State University, Mankato 1982 — 1985
B.S, Criminal Justice/Sociology
Kaylyn Mansell's Edward Jones Experience June 2015 - Present
Job Estates and Security Processing Service Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Edward Jones December 2013 - Present
Edward Jones January 2012 - December 2013
Edward Jones June 2010 - December 2011
Missouri State University August 2009 - May 2010
Panera Bread June 2003 - January 2010
Habitat for Humanity - Missouri State University Chapter August 2005 - October 2009
Parkway School District June 2009 - July 2009
Edward Jones May 2008 - August 2008
Skills
Customer Service, Resume Writing, Leadership, Interviews
Education
Missouri State University 2008 — 2010
Masters of Business Administration, Finance
Missouri State University 2005 — 2009
Bachelor of Science, Administrative Managment
Edward Jones June 2015 - Present
Edward Jones December 2013 - Present
Edward Jones January 2012 - December 2013
Edward Jones June 2010 - December 2011
Missouri State University August 2009 - May 2010
Panera Bread June 2003 - January 2010
Habitat for Humanity - Missouri State University Chapter August 2005 - October 2009
Parkway School District June 2009 - July 2009
Edward Jones May 2008 - August 2008
Skills
Customer Service, Resume Writing, Leadership, Interviews
Education
Missouri State University 2008 — 2010
Masters of Business Administration, Finance
Missouri State University 2005 — 2009
Bachelor of Science, Administrative Managment
Tyler Jinks Tyler Jinks's Edward Jones Experience May 2007 - August 2007
Job Sales Manager at LINEAGE
Industry Business Supplies and Equipment
Experience
LINEAGE June 2011 - Present
Missouri Eagle May 2010 - March 2011
Edward Jones May 2007 - August 2007
Skills
Customer Service, Marketing, Management, Retail, New Business Development, Sales, Sales Management, Microsoft Excel, Outlook, Cold Calling, Sales Process, Selling, Sales Presentations, B2B, Solution Selling, Team Building, Marketing Strategy, Lead Generation, PowerPoint, Microsoft Office, Account Management
Education
Missouri Southern State University 2009 — 2011
Bachelor, Finance/Econ
Three Rivers Community College 2007 — 2009
Associates, Business Management
Glendale High School
LINEAGE June 2011 - Present
Missouri Eagle May 2010 - March 2011
Edward Jones May 2007 - August 2007
Skills
Customer Service, Marketing, Management, Retail, New Business Development, Sales, Sales Management, Microsoft Excel, Outlook, Cold Calling, Sales Process, Selling, Sales Presentations, B2B, Solution Selling, Team Building, Marketing Strategy, Lead Generation, PowerPoint, Microsoft Office, Account Management
Education
Missouri Southern State University 2009 — 2011
Bachelor, Finance/Econ
Three Rivers Community College 2007 — 2009
Associates, Business Management
Glendale High School
Paul Wehrs Paul Wehrs's Edward Jones Experience January 2001 - January 2004
Job Consultant at Warbird Consulting Partners, LLC
Industry Accounting
Experience
Warbird Consulting Partners, LLC June 2012 - Present
Leading Financial Consulting Group October 2011 - May 2012
Huron Consulting Group September 2008 - October 2011
TOWNE BANK OF ARIZONA August 2007 - September 2008
NOBLE RV March 2006 - June 2007
The UPS Store February 2005 - March 2006
Edward Jones January 2001 - January 2004
ProGrowth Bank January 2000 - January 2001
GameTech International April 1997 - May 2000
Banctec Incorporated September 1990 - April 1997
Skills
Financial Analysis, Financial Modeling, Operations Management, Accounts Payable, General Ledger, Financial Reporting, Accounting, Cash Management, Credit, Loans, Risk Management, Portfolio Management, Due Diligence, Managerial Finance, Asset Management, Internal Controls, Banking, Budgets, Cash Flow, Process Improvement, Finance, Financial Risk, Investments, Accounts Receivable, Auditing, Management, Mergers & Acquisitions, Internal Audit, Financial Statements, Sarbanes-Oxley Act, Fixed Assets, Leadership, Corporate Finance, Restructuring, Financial Accounting, GAAP, Forecasting, Sarbanes-Oxley, SEC filings, US GAAP, Valuation, Account Reconciliation, Business Process..., Tax, Strategic Financial..., Forensic Accounting, Cost Accounting, Management Consulting, Credit Risk, Variance Analysis
Education
Minnesota State University, Mankato 1981 — 1983
Accounting
Warbird Consulting Partners, LLC June 2012 - Present
Leading Financial Consulting Group October 2011 - May 2012
Huron Consulting Group September 2008 - October 2011
TOWNE BANK OF ARIZONA August 2007 - September 2008
NOBLE RV March 2006 - June 2007
The UPS Store February 2005 - March 2006
Edward Jones January 2001 - January 2004
ProGrowth Bank January 2000 - January 2001
GameTech International April 1997 - May 2000
Banctec Incorporated September 1990 - April 1997
Skills
Financial Analysis, Financial Modeling, Operations Management, Accounts Payable, General Ledger, Financial Reporting, Accounting, Cash Management, Credit, Loans, Risk Management, Portfolio Management, Due Diligence, Managerial Finance, Asset Management, Internal Controls, Banking, Budgets, Cash Flow, Process Improvement, Finance, Financial Risk, Investments, Accounts Receivable, Auditing, Management, Mergers & Acquisitions, Internal Audit, Financial Statements, Sarbanes-Oxley Act, Fixed Assets, Leadership, Corporate Finance, Restructuring, Financial Accounting, GAAP, Forecasting, Sarbanes-Oxley, SEC filings, US GAAP, Valuation, Account Reconciliation, Business Process..., Tax, Strategic Financial..., Forensic Accounting, Cost Accounting, Management Consulting, Credit Risk, Variance Analysis
Education
Minnesota State University, Mankato 1981 — 1983
Accounting
Troy Kupser Troy Kupser's Edward Jones Experience June 2007 - February 2008
Job Lot Manager Luther Brookdale Toyota
Industry Automotive
Experience
Toyota City March 2011 - Present
Randys Sanitation August 2010 - November 2010
Carlson Toyota March 2010 - May 2010
Schwans Home Service February 2008 - December 2009
Schwan's Home Service February 2008 - December 2009
Edward Jones June 2007 - February 2008
Edward Jones June 2007 - February 2008
Denny Hecker Dodge August 2002 - March 2003
Denny Hecker Dodge August 2002 - March 2003
Chrysler & Toyota Center January 1996 - January 2002
Skills
Sales, Customer Service, Leadership, Customer Satisfaction, Finance, Profit, Automotive, Customer Retention, Inventory Management, Negotiation, Sales Management, Sales Process, Team Building, Training, Vehicles
Education
Minot State University 1985 — 1987
Minot State University
Associate of Arts, Mid-Management
Minot State University
Associate of Arts, Mid-Management
Toyota City March 2011 - Present
Randys Sanitation August 2010 - November 2010
Carlson Toyota March 2010 - May 2010
Schwans Home Service February 2008 - December 2009
Schwan's Home Service February 2008 - December 2009
Edward Jones June 2007 - February 2008
Edward Jones June 2007 - February 2008
Denny Hecker Dodge August 2002 - March 2003
Denny Hecker Dodge August 2002 - March 2003
Chrysler & Toyota Center January 1996 - January 2002
Skills
Sales, Customer Service, Leadership, Customer Satisfaction, Finance, Profit, Automotive, Customer Retention, Inventory Management, Negotiation, Sales Management, Sales Process, Team Building, Training, Vehicles
Education
Minot State University 1985 — 1987
Minot State University
Associate of Arts, Mid-Management
Minot State University
Associate of Arts, Mid-Management
Brad Maxwell Brad Maxwell's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
VALIC April 2013 - January 2014
JM Surgical September 2011 - April 2013
Skills
Marketing
Education
Mississippi State University 1994 — 1999
Bachelor of Science, Microbiology, General
Edward Jones January 2014 - Present
VALIC April 2013 - January 2014
JM Surgical September 2011 - April 2013
Skills
Marketing
Education
Mississippi State University 1994 — 1999
Bachelor of Science, Microbiology, General
John Whitacre's Edward Jones Experience July 2009 - Present
Job Financial Advisor at Edward Jones
Industry Consumer Electronics
Experience
Edward Jones July 2009 - Present
Maxxsonics USA Inc June 2004 - June 2008
Cherokee Digital Inc. January 2001 - December 2007
Zenith Inc 1998 - 1998
Blaupunkt 1987 - 1993
Skills
Product Management, Product Development, Sales, Marketing, Budgets, Electronics, Leadership, Sound, Forecasting, Sales Management, New Business Development, Strategic Planning
Education
Millikin University
Edward Jones July 2009 - Present
Maxxsonics USA Inc June 2004 - June 2008
Cherokee Digital Inc. January 2001 - December 2007
Zenith Inc 1998 - 1998
Blaupunkt 1987 - 1993
Skills
Product Management, Product Development, Sales, Marketing, Budgets, Electronics, Leadership, Sound, Forecasting, Sales Management, New Business Development, Strategic Planning
Education
Millikin University
Bill Petrangelo, CFP®'s Edward Jones Experience 1998 - 2000
Job
Industry Banking
Experience
Associated Bank October 2006 - Present
M&I Bank February 2006 - October 2006
Wells Fargo October 2000 - February 2006
Edward Jones 1998 - 2000
Northwestern Mutual 1996 - 1998
Skills
Finance, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Financial Services, Time Management, Wealth Management, Investments, Loans, Commercial Lending
Education
Minnesota State University, Mankato 2005 — 2006
Certified Financial Planner Certificate
University of Minnesota-Twin Cities 2001 — 2006
Master's in Business Education, Business and Technology Education
Saint John's University 1994 — 1998
B.A., Accounting
Chisholm High School 1991 — 1994
High School Diploma
Associated Bank October 2006 - Present
M&I Bank February 2006 - October 2006
Wells Fargo October 2000 - February 2006
Edward Jones 1998 - 2000
Northwestern Mutual 1996 - 1998
Skills
Finance, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Financial Services, Time Management, Wealth Management, Investments, Loans, Commercial Lending
Education
Minnesota State University, Mankato 2005 — 2006
Certified Financial Planner Certificate
University of Minnesota-Twin Cities 2001 — 2006
Master's in Business Education, Business and Technology Education
Saint John's University 1994 — 1998
B.A., Accounting
Chisholm High School 1991 — 1994
High School Diploma
Christopher Holthe's Edward Jones Experience March 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Education
Minnesota State University, Mankato 1990 — 1995
Bachelor of Teaching, Education
Edward Jones March 2008 - Present
Education
Minnesota State University, Mankato 1990 — 1995
Bachelor of Teaching, Education
J.E. Cruse's Edward Jones Experience October 2002 - May 2006
Job VP / Real Estate and Commercial Lender
Industry Banking
Experience
People's bank of Seneca September 2008 - Present
Edward Jones October 2002 - May 2006
Skills
Customer Service, Commercial Lending, Banking, Credit Analysis, Finance, Loans, Mortgage Lending, Credit, Financial Analysis
Education
Missouri Southern State University 1996 — 1998
Economics/Finance
People's bank of Seneca September 2008 - Present
Edward Jones October 2002 - May 2006
Skills
Customer Service, Commercial Lending, Banking, Credit Analysis, Finance, Loans, Mortgage Lending, Credit, Financial Analysis
Education
Missouri Southern State University 1996 — 1998
Economics/Finance
Brad Lechner's Edward Jones Experience August 1999 - December 1999
Job Video Professional
Industry Media Production
Experience
BJC HealthCare November 2010 - Present
Vericon Media January 2003 - Present
Global Spectrum August 2008 - April 2014
Charter Communications April 2004 - January 2009
Charter Communications December 2000 - April 2004
Above & Beyond Productions 1999 - 2000
Edward Jones August 1999 - December 1999
Action Video Productions 1993 - 1995
Skills
Production, Photography, Editing, Camera, Documentaries, Music Videos, Video Production, Video Editing, Final Cut Pro, Videography, Television Production, Avid Media Composer, Photoshop, Television, Broadcast, Premiere, Avid, Commercials, Microsoft Office, Lighting, Excel, Event Planning, Customer Service, Media Production, Scheduling, Video, Audio, Management, Camera Operating
Education
Missouri State University 1992 — 1995
BS, Media Production
St. Louis Community College 1990 — 1997
The University of Kansas 1990 — 1992
BJC HealthCare November 2010 - Present
Vericon Media January 2003 - Present
Global Spectrum August 2008 - April 2014
Charter Communications April 2004 - January 2009
Charter Communications December 2000 - April 2004
Above & Beyond Productions 1999 - 2000
Edward Jones August 1999 - December 1999
Action Video Productions 1993 - 1995
Skills
Production, Photography, Editing, Camera, Documentaries, Music Videos, Video Production, Video Editing, Final Cut Pro, Videography, Television Production, Avid Media Composer, Photoshop, Television, Broadcast, Premiere, Avid, Commercials, Microsoft Office, Lighting, Excel, Event Planning, Customer Service, Media Production, Scheduling, Video, Audio, Management, Camera Operating
Education
Missouri State University 1992 — 1995
BS, Media Production
St. Louis Community College 1990 — 1997
The University of Kansas 1990 — 1992
Chad Schuler's Edward Jones Experience September 2008 - December 2009
Job Agency Director at Dakota Capital Life Insurance
Industry Insurance
Experience
Dakota Capital Life Insurance May 2012 - Present
Northern Plains Capital Corporation December 2009 - May 2012
Edward Jones September 2008 - December 2009
Buckeye International July 2005 - August 2008
Skills
Sales, Sales Management, New Business Development, Customer Service, Account Management, Marketing, Key Account Management, Sales Operations, B2B, Purchasing
Education
Minnesota State University, Moorhead 1998 — 2003
Bachelor's degree, Finance
Dakota Capital Life Insurance May 2012 - Present
Northern Plains Capital Corporation December 2009 - May 2012
Edward Jones September 2008 - December 2009
Buckeye International July 2005 - August 2008
Skills
Sales, Sales Management, New Business Development, Customer Service, Account Management, Marketing, Key Account Management, Sales Operations, B2B, Purchasing
Education
Minnesota State University, Moorhead 1998 — 2003
Bachelor's degree, Finance
Ami Williams's Edward Jones Experience May 2000 - Present
Job Programmer/Ananlyst at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2000 - Present
Education
Webster University 2005 — 2007
MBA
Missouri State University 1996 — 2000
Edward Jones May 2000 - Present
Education
Webster University 2005 — 2007
MBA
Missouri State University 1996 — 2000
Justin Bolzenius's Edward Jones Experience July 2013 - Present
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
TTS, LLC March 2006 - July 2013
Exel Transportation January 2000 - March 2006
Skills
Transportation..., 3PL, Logistics, Supply Chain, Supply Chain Management, Operations Management, Logistics Management, Warehousing, Process Improvement, Team Building, Customer Service, Account Management, Warehouse Management, Management, Strategic Planning, Vendor Management, Change Management, Project Planning, LTL, Leadership
Education
Missouri State University 1995 — 1999
B.S.
Edward Jones July 2013 - Present
TTS, LLC March 2006 - July 2013
Exel Transportation January 2000 - March 2006
Skills
Transportation..., 3PL, Logistics, Supply Chain, Supply Chain Management, Operations Management, Logistics Management, Warehousing, Process Improvement, Team Building, Customer Service, Account Management, Warehouse Management, Management, Strategic Planning, Vendor Management, Change Management, Project Planning, LTL, Leadership
Education
Missouri State University 1995 — 1999
B.S.
Bryon Brust's Edward Jones Experience November 2001 - March 2005
Job LPL Financial Advisor located at Firstar Bank
Industry Financial Services
Experience
Firstar Bank March 2005 - Present
Edward Jones November 2001 - March 2005
Skills
Investment Strategies, Retirement Planning, Wealth Management, Estate Planning, Stock Market, Financial Advisory
Education
Missouri Southern State University 1995 — 1999
Bachelor of Science (BS), Economics & Finance
Firstar Bank March 2005 - Present
Edward Jones November 2001 - March 2005
Skills
Investment Strategies, Retirement Planning, Wealth Management, Estate Planning, Stock Market, Financial Advisory
Education
Missouri Southern State University 1995 — 1999
Bachelor of Science (BS), Economics & Finance
Megan Lange's Edward Jones Experience March 2005 - June 2006
Job Independent Agent representing AFLAC
Industry Insurance
Experience
AFLAC April 2008 - Present
The Land Magazine June 2006 - March 2008
Edward Jones March 2005 - June 2006
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Microsoft Office, Insurance, Term Life Insurance, Customer Service, Advertising, Accident, Critical Illness, Whole Life, Property
Education
Minnesota State University, Mankato 2000 — 2002
BA, Speech Communications, Marketing, Spanish
Southwest Minnesota State University 1997 — 2000
Undergrad, Undergraduate studies
LCWM High school 1994 — 1997
AFLAC April 2008 - Present
The Land Magazine June 2006 - March 2008
Edward Jones March 2005 - June 2006
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Microsoft Office, Insurance, Term Life Insurance, Customer Service, Advertising, Accident, Critical Illness, Whole Life, Property
Education
Minnesota State University, Mankato 2000 — 2002
BA, Speech Communications, Marketing, Spanish
Southwest Minnesota State University 1997 — 2000
Undergrad, Undergraduate studies
LCWM High school 1994 — 1997
David C. Kirkland, MBA's Edward Jones Experience June 2006 - April 2008
Job Sales: Trauma, Extremities, & Deformities
Industry Medical Devices
Experience
Stryker Orthopaedics November 2009 - Present
Edward Jones June 2006 - April 2008
ImagePoint 2003 - 2006
Skills
Account Management, Process Improvement, Sales, Strategic Planning, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Forecasting, Leadership, Management, Medical Devices, New Business Development, Sales Management, Team Building, Sales Operations
Education
Milligan College 2009 — 2010
MBA, Business Administration
Maryville College 1999 — 2003
BA, Business
Science Hill High School 1994 — 1999
High School Diploma
Stryker Orthopaedics November 2009 - Present
Edward Jones June 2006 - April 2008
ImagePoint 2003 - 2006
Skills
Account Management, Process Improvement, Sales, Strategic Planning, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Forecasting, Leadership, Management, Medical Devices, New Business Development, Sales Management, Team Building, Sales Operations
Education
Milligan College 2009 — 2010
MBA, Business Administration
Maryville College 1999 — 2003
BA, Business
Science Hill High School 1994 — 1999
High School Diploma
Rebecca Wheelock's Edward Jones Experience January 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Banking
Experience
Edward Jones January 2009 - Present
Eastmant Credit Union January 2008 - December 2008
AT&T June 2001 - December 2007
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Credit, Customer Service, Microsoft Word, PowerPoint, Retail Banking
Education
Milligan College 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Edward Jones January 2009 - Present
Eastmant Credit Union January 2008 - December 2008
AT&T June 2001 - December 2007
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Credit, Customer Service, Microsoft Word, PowerPoint, Retail Banking
Education
Milligan College 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Colin Gibbs's Edward Jones Experience March 2014 - Present
Job Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Edward Jones September 2008 - March 2014
Edward Jones July 2006 - September 2008
American Water 2004 - 2006
Skills
Finance, Underwriting, Retail, Equities, Investments, Valuation, Analysis, Investment Banking, Asset Management, Forecasting, Asset Allocation, Financial Analysis, Trading, Pricing, Management, Series 7, Bloomberg, Series 63, Mutual Funds, Portfolio Management, Fixed Income, Strategic Financial..., Bonds, Wealth Management, Securities, Budgets, Financial Modeling
Education
Missouri State University 1998 — 2004
MBA/BS, Finance
Edward Jones March 2014 - Present
Edward Jones September 2008 - March 2014
Edward Jones July 2006 - September 2008
American Water 2004 - 2006
Skills
Finance, Underwriting, Retail, Equities, Investments, Valuation, Analysis, Investment Banking, Asset Management, Forecasting, Asset Allocation, Financial Analysis, Trading, Pricing, Management, Series 7, Bloomberg, Series 63, Mutual Funds, Portfolio Management, Fixed Income, Strategic Financial..., Bonds, Wealth Management, Securities, Budgets, Financial Modeling
Education
Missouri State University 1998 — 2004
MBA/BS, Finance
Regena Carney's Edward Jones Experience October 1999 - December 2009
Job Executive Assistant
Industry Financial Services
Experience
Tye Financial Group December 2009 - Present
Edward Jones October 1999 - December 2009
US Navy Reserve September 1986 - February 2005
Ephraim McDowell Health October 1997 - October 1999
Temporary work March 1995 - September 1997
CACI International Inc December 1988 - February 1995
US Navy October 1978 - January 1985
Youth Conservation Corps June 1978 - August 1978
H&R Block October 1977 - May 1978
Skills
Data Entry, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Administrative..., Customer Satisfaction, Accounts Receivable, Telephone Skills, Access, Confidentiality, Process Improvement, Event Planning, Training, Public Speaking, System Administration, Event Management, Employee Relations, Teamwork, Leadership, Program Management, Human Resources, Calendaring, Social Networking, Project Management, Calendars, Customer Service, Spreadsheets, Office Administration, Lotus Notes, Time Management, Social Media, Executive Support, Travel Arrangements, Insurance, Expense Management, Executive..., High Level Of..., Concur, Executive Level..., Military, Expense Reports, Budgets, Meeting Scheduling, Administration, Newsletters, Accounts Payable, Management, Outlook
Education
American Institute for Paralegal Studies 1993 — 1994
Certificate, Paralegal
Boyle County High School 1974 — 1978
General Diploma, Business Certificate
Midway College
Bachelor of Arts (B.A.), Organizational Management
Tidewater Community College
Associate's degree, Office Systems Technology - Legal
Tye Financial Group December 2009 - Present
Edward Jones October 1999 - December 2009
US Navy Reserve September 1986 - February 2005
Ephraim McDowell Health October 1997 - October 1999
Temporary work March 1995 - September 1997
CACI International Inc December 1988 - February 1995
US Navy October 1978 - January 1985
Youth Conservation Corps June 1978 - August 1978
H&R Block October 1977 - May 1978
Skills
Data Entry, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Administrative..., Customer Satisfaction, Accounts Receivable, Telephone Skills, Access, Confidentiality, Process Improvement, Event Planning, Training, Public Speaking, System Administration, Event Management, Employee Relations, Teamwork, Leadership, Program Management, Human Resources, Calendaring, Social Networking, Project Management, Calendars, Customer Service, Spreadsheets, Office Administration, Lotus Notes, Time Management, Social Media, Executive Support, Travel Arrangements, Insurance, Expense Management, Executive..., High Level Of..., Concur, Executive Level..., Military, Expense Reports, Budgets, Meeting Scheduling, Administration, Newsletters, Accounts Payable, Management, Outlook
Education
American Institute for Paralegal Studies 1993 — 1994
Certificate, Paralegal
Boyle County High School 1974 — 1978
General Diploma, Business Certificate
Midway College
Bachelor of Arts (B.A.), Organizational Management
Tidewater Community College
Associate's degree, Office Systems Technology - Legal
Aaron Ladner's Edward Jones Experience November 2004 - Present
Job Partner and Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2004 - Present
Consult7 October 2002 - June 2004
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Retirement, Financial Analysis, Credit, Loans, 401k Rollovers, Bonds, Mortgage Lending, Uniform Combined State..., Saving for Education, Asset Managment, Asset Management, Financial Advisory, Investment Advisory, Wealth Management
Education
College for Financial Planning 2011 — 2012
Millsaps College 1997 — 2001
BBA, Business
Pascagoula High School 1994 — 1997
Diploma
Edward Jones November 2004 - Present
Consult7 October 2002 - June 2004
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Retirement, Financial Analysis, Credit, Loans, 401k Rollovers, Bonds, Mortgage Lending, Uniform Combined State..., Saving for Education, Asset Managment, Asset Management, Financial Advisory, Investment Advisory, Wealth Management
Education
College for Financial Planning 2011 — 2012
Millsaps College 1997 — 2001
BBA, Business
Pascagoula High School 1994 — 1997
Diploma
William Stegall's Edward Jones Experience May 1998 - August 1998
Job Operations at MoDad
Industry Wholesale
Experience
Mo-Dad May 2000 - Present
Walt Disney World May 1999 - August 1999
Edward Jones May 1998 - August 1998
Skills
Leadership, Management, Customer Service, Microsoft Office, Time Management, Team Building, Strategic Planning, Marketing Communications, Marketing Strategy, Public Speaking, Sales, New Business Development, Budgets, Negotiation, Event Planning, Operations Management, Marketing, Sales Management, Account Management
Education
Millsaps College 1996 — 2000
BBA, Business Administration
Mo-Dad May 2000 - Present
Walt Disney World May 1999 - August 1999
Edward Jones May 1998 - August 1998
Skills
Leadership, Management, Customer Service, Microsoft Office, Time Management, Team Building, Strategic Planning, Marketing Communications, Marketing Strategy, Public Speaking, Sales, New Business Development, Budgets, Negotiation, Event Planning, Operations Management, Marketing, Sales Management, Account Management
Education
Millsaps College 1996 — 2000
BBA, Business Administration
Paul McCoy's Edward Jones Experience April 1993 - May 2001
Job President/CEO at Total Wealth Advisors, LLC
Industry Investment Management
Experience
Total Wealth Advisors, LLC May 2012 - Present
Lord Abbett & Co. LLC June 2001 - April 2012
Edward Jones April 1993 - May 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Series 63, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Investments, ETFs, Portfolio Management, Asset Management, 401k, Investment Management, Series 24
Education
Minnesota State University, Mankato
Bachelor's of Science
Total Wealth Advisors, LLC May 2012 - Present
Lord Abbett & Co. LLC June 2001 - April 2012
Edward Jones April 1993 - May 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Series 63, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Investments, ETFs, Portfolio Management, Asset Management, 401k, Investment Management, Series 24
Education
Minnesota State University, Mankato
Bachelor's of Science
Timothy Nettles's Edward Jones Experience April 2008 - August 2008
Job Assistant Produce Manager at Kroger
Industry Consumer Services
Experience
Kroger November 2008 - Present
Colonial Life November 2008 - February 2010
Edward Jones April 2008 - August 2008
Insurance Agent January 2008 - March 2008
JaCo Foods April 2001 - December 2007
United States Marine Corps October 1998 - September 1999
United States Marine Corps September 1995 - October 1998
Mississippi State University Mitchell Memorial Library December 1994 - September 1995
Skills
Customer Service, Sales, Budgets, Inventory Management, Management, Sales Management, Training
Education
Mississippi State University - College of Business and Industry 1992 — 2000
Bachelor of Business Administration, Marketing
Kroger November 2008 - Present
Colonial Life November 2008 - February 2010
Edward Jones April 2008 - August 2008
Insurance Agent January 2008 - March 2008
JaCo Foods April 2001 - December 2007
United States Marine Corps October 1998 - September 1999
United States Marine Corps September 1995 - October 1998
Mississippi State University Mitchell Memorial Library December 1994 - September 1995
Skills
Customer Service, Sales, Budgets, Inventory Management, Management, Sales Management, Training
Education
Mississippi State University - College of Business and Industry 1992 — 2000
Bachelor of Business Administration, Marketing
Tim Wingenbach's Edward Jones Experience March 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Anheuser-Busch InBev December 2012 - March 2014
Schnuck Markets, Inc. February 2012 - December 2012
Schnuck Markets, Inc. April 2010 - February 2012
Schnuck Markets, Inc. February 2009 - April 2010
Schnuck Markets July 2007 - April 2009
Beneficial Capital April 2006 - July 2007
Skills
Project Management, Human Resources, Procurement, Strategic Sourcing, Labor Relations, Contract Negotiation, Supplier Negotiation, Vendor Management, Account Management
Education
Saint Louis University 2010 — 2012
Graduate Degree, Master of Business Administration, 4.0
Millikin University 2001 — 2005
Bachelors, Marketing, Finance, Sociology
Oakville
Edward Jones March 2014 - Present
Anheuser-Busch InBev December 2012 - March 2014
Schnuck Markets, Inc. February 2012 - December 2012
Schnuck Markets, Inc. April 2010 - February 2012
Schnuck Markets, Inc. February 2009 - April 2010
Schnuck Markets July 2007 - April 2009
Beneficial Capital April 2006 - July 2007
Skills
Project Management, Human Resources, Procurement, Strategic Sourcing, Labor Relations, Contract Negotiation, Supplier Negotiation, Vendor Management, Account Management
Education
Saint Louis University 2010 — 2012
Graduate Degree, Master of Business Administration, 4.0
Millikin University 2001 — 2005
Bachelors, Marketing, Finance, Sociology
Oakville
Eva Maribona's Edward Jones Experience January 2010 - September 2010
Job Benefit Service Specialist at Benefit Specialists Inc.
Industry Insurance
Experience
Benefit Specialists Inc. May 2012 - Present
CGC Financial Services/ Royal Alliance September 2010 - May 2012
Edward Jones January 2010 - September 2010
The Working Body March 2009 - December 2009
Skills
Strategic Financial..., Series 7, Retirement Planning, Investments, Financial Analysis, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Mutual Funds, Retirement, Finance, Investment Management, Securities, IRAs, Health Insurance, Life Insurance
Education
Mills College, Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
Benefit Specialists Inc. May 2012 - Present
CGC Financial Services/ Royal Alliance September 2010 - May 2012
Edward Jones January 2010 - September 2010
The Working Body March 2009 - December 2009
Skills
Strategic Financial..., Series 7, Retirement Planning, Investments, Financial Analysis, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Mutual Funds, Retirement, Finance, Investment Management, Securities, IRAs, Health Insurance, Life Insurance
Education
Mills College, Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
Brittany Olson's Edward Jones Experience October 2014 - July 2015
Job Treasury Analyst at DriveTime Sales and Finance Corp.
Industry Hospital & Health Care
Experience
DriveTime Sales and Finance Corp. July 2015 - Present
Edward Jones October 2014 - July 2015
Edward Jones September 2011 - October 2014
Mercy May 2010 - September 2011
St. John's Medical Center December 2009 - May 2010
St. John's Medical Center November 2006 - December 2009
Skills
Analysis, Customer Service, Microsoft Excel, Training, Hospitals, Microsoft Word, Microsoft Office, PowerPoint, Team Building, Program Management
Education
Webster University 2008 — 2010
Master's, Business Administration
Missouri Baptist University 2005 — 2007
Bachelor's, Accounting
Trico 1999 — 2003
High School Diploma
DriveTime Sales and Finance Corp. July 2015 - Present
Edward Jones October 2014 - July 2015
Edward Jones September 2011 - October 2014
Mercy May 2010 - September 2011
St. John's Medical Center December 2009 - May 2010
St. John's Medical Center November 2006 - December 2009
Skills
Analysis, Customer Service, Microsoft Excel, Training, Hospitals, Microsoft Word, Microsoft Office, PowerPoint, Team Building, Program Management
Education
Webster University 2008 — 2010
Master's, Business Administration
Missouri Baptist University 2005 — 2007
Bachelor's, Accounting
Trico 1999 — 2003
High School Diploma
Cindy Pryor's Edward Jones Experience September 2005 - December 2010
Job Fuel Accountant at Empire Dsitrict Electric
Industry Financial Services
Experience
The Empire District Electric Company December 2010 - Present
Edward jones September 2005 - December 2010
TAMKO February 2002 - August 2005
Hook Up, Inc 1999 - 2003
Education
Missouri Southern State University 1990 — 1995
Accounting
The Empire District Electric Company December 2010 - Present
Edward jones September 2005 - December 2010
TAMKO February 2002 - August 2005
Hook Up, Inc 1999 - 2003
Education
Missouri Southern State University 1990 — 1995
Accounting
Tracy Connors's Edward Jones Experience October 2010 - April 2011
Job Employee Benefits Professional
Industry Insurance
Experience
UnitedHealth Group January 2015 - Present
Saint Louis University October 2011 - Present
Edward Jones October 2010 - April 2011
WellPoint NextRx July 2007 - January 2009
Walgreens Health Initiatives November 2004 - July 2007
HealthLink August 1999 - November 2004
Allmerica Financial April 1992 - August 1999
Skills
Employee Benefits, Management, Medicare Part D, Pharmacy, Benefits Administration, Human Resources, Employee Relations, HRIS, Healthcare, Health Insurance
Education
State of Missouri Life and Health Producer 2011 — 2011
Producer, Life and Health
Health Insurance Association of America 1993 — 1995
HIA, Health Insurance
Missouri Baptist University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business
UnitedHealth Group January 2015 - Present
Saint Louis University October 2011 - Present
Edward Jones October 2010 - April 2011
WellPoint NextRx July 2007 - January 2009
Walgreens Health Initiatives November 2004 - July 2007
HealthLink August 1999 - November 2004
Allmerica Financial April 1992 - August 1999
Skills
Employee Benefits, Management, Medicare Part D, Pharmacy, Benefits Administration, Human Resources, Employee Relations, HRIS, Healthcare, Health Insurance
Education
State of Missouri Life and Health Producer 2011 — 2011
Producer, Life and Health
Health Insurance Association of America 1993 — 1995
HIA, Health Insurance
Missouri Baptist University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business
Kristina Giallanza's Edward Jones Experience April 2011 - Present
Job Branch Office Assistant
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Action Link November 2008 - November 2009
Dallas Edge Inc. March 2008 - November 2008
Clinique September 2007 - April 2008
American Medical Response September 2006 - September 2007
Education
Collin County Community College 2010 — 2012
Associate of Science (A.S.)
Vernon College 2006 — 2008
Paramedicine
Midwestern State University 2004 — 2006
Nursing
Edward Jones April 2011 - Present
Action Link November 2008 - November 2009
Dallas Edge Inc. March 2008 - November 2008
Clinique September 2007 - April 2008
American Medical Response September 2006 - September 2007
Education
Collin County Community College 2010 — 2012
Associate of Science (A.S.)
Vernon College 2006 — 2008
Paramedicine
Midwestern State University 2004 — 2006
Nursing
Austin Roberds's Edward Jones Experience July 2006 - January 2009
Job Senior Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments March 2015 - Present
Mercer Investments April 2014 - Present
Frontyard Features, LLC May 2013 - Present
Mercer April 2013 - April 2014
Northwestern Mutual February 2009 - April 2013
Tower Grove East Neighborhood Association November 2009 - November 2010
Edward Jones July 2006 - January 2009
Tower Grove East 2008 - 2009
Madison High School June 2005 - June 2006
Lindbergh High School August 2003 - May 2005
Skills
Insurance Planning, Investment Strategies, Employee Benefits, Strategic Financial..., Insurance, Sales, Equities, Fixed Income, Curriculum Design, Trading, Educational Technology, Retirement, Investments, Long-term Care, Life Insurance, Financial Services, Management, Business, Finance, Asset Allocation, 401k, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Estate Planning, Financial Planners, Fixed Annuities, Series 6, Alternative Investments, Financial Planning
Education
Southern Illinois University, Edwardsville 2001 — 2002
BA, English
Millikin University 1994 — 1998
BA, Philosophy
Mercer - Investments March 2015 - Present
Mercer Investments April 2014 - Present
Frontyard Features, LLC May 2013 - Present
Mercer April 2013 - April 2014
Northwestern Mutual February 2009 - April 2013
Tower Grove East Neighborhood Association November 2009 - November 2010
Edward Jones July 2006 - January 2009
Tower Grove East 2008 - 2009
Madison High School June 2005 - June 2006
Lindbergh High School August 2003 - May 2005
Skills
Insurance Planning, Investment Strategies, Employee Benefits, Strategic Financial..., Insurance, Sales, Equities, Fixed Income, Curriculum Design, Trading, Educational Technology, Retirement, Investments, Long-term Care, Life Insurance, Financial Services, Management, Business, Finance, Asset Allocation, 401k, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Estate Planning, Financial Planners, Fixed Annuities, Series 6, Alternative Investments, Financial Planning
Education
Southern Illinois University, Edwardsville 2001 — 2002
BA, English
Millikin University 1994 — 1998
BA, Philosophy
Brandy Crow's Edward Jones Experience 2006 - Present
Job Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
Education
Missouri Baptist University 2007 — 2009
MBA, Business
Missouri Baptist University 2006 — 2008
BS, Accounting
St. Charles Community College 2002 — 2005
Associate of Science, Accounting/Business
Edward Jones 2006 - Present
Education
Missouri Baptist University 2007 — 2009
MBA, Business
Missouri Baptist University 2006 — 2008
BS, Accounting
St. Charles Community College 2002 — 2005
Associate of Science, Accounting/Business
Charlie Huber Jr.'s Edward Jones Experience 2005 - 2006
Job Sales Consultant at ADT Fire and Security Systems
Industry Security and Investigations
Experience
ADT Fire and Security April 2010 - Present
Turf-masters, Inc. May 2006 - May 2010
Turfmasters, Inc. May 2006 - January 2009
Turf-masters, Inc May 2006 - January 2009
Paradigm Engineering March 2004 - January 2006
Edward Jones 2005 - 2006
Paradigm Engineering 2004 - 2006
St. Clair Corporation May 2003 - December 2003
Edward Jones Company January 2003 - May 2003
City of Florissant December 1992 - December 2002
Skills
Customer Service, Insurance, Administration, Scheduling, Customer Relations, Public Speaking, Budgeting, Excel, Mentoring, Strategic Planning, Negotiation, Problem Solving, Contract Negotiation, Team Building, PowerPoint, Coaching, Word, Compliance, Supervisory Skills, Product Development, Access, New Business Development, Fundraising, Leadership Development, Research, Government, Inventory Management, Retail, Data Analysis, Marketing Strategy, Pricing, Team Leadership, Outlook, Market Planning, Microsoft Office
Education
University of Missouri-Saint Louis 1996 — 2001
MPPA, Public Policy Administration
Missouri State University 1972 — 1974
BS Marketing, Marketing and Management
University of Wyoming 1970 — 1971
Business
ADT Fire and Security April 2010 - Present
Turf-masters, Inc. May 2006 - May 2010
Turfmasters, Inc. May 2006 - January 2009
Turf-masters, Inc May 2006 - January 2009
Paradigm Engineering March 2004 - January 2006
Edward Jones 2005 - 2006
Paradigm Engineering 2004 - 2006
St. Clair Corporation May 2003 - December 2003
Edward Jones Company January 2003 - May 2003
City of Florissant December 1992 - December 2002
Skills
Customer Service, Insurance, Administration, Scheduling, Customer Relations, Public Speaking, Budgeting, Excel, Mentoring, Strategic Planning, Negotiation, Problem Solving, Contract Negotiation, Team Building, PowerPoint, Coaching, Word, Compliance, Supervisory Skills, Product Development, Access, New Business Development, Fundraising, Leadership Development, Research, Government, Inventory Management, Retail, Data Analysis, Marketing Strategy, Pricing, Team Leadership, Outlook, Market Planning, Microsoft Office
Education
University of Missouri-Saint Louis 1996 — 2001
MPPA, Public Policy Administration
Missouri State University 1972 — 1974
BS Marketing, Marketing and Management
University of Wyoming 1970 — 1971
Business
Jennifer Bjork's Edward Jones Experience October 2005 - December 2006
Job President & writer at Seafarer 1, Inc
Industry Writing and Editing
Experience
Seafarer 1, Inc April 2008 - Present
Starbucks Coffee Company April 2007 - November 2008
Starbucks Coffee Company 2007 - 2008
Edward Jones October 2005 - December 2006
National Park Service May 1982 - July 2005
Education
Minot State University
BS, Biology, History
Colegio Nueva Granada
Seafarer 1, Inc April 2008 - Present
Starbucks Coffee Company April 2007 - November 2008
Starbucks Coffee Company 2007 - 2008
Edward Jones October 2005 - December 2006
National Park Service May 1982 - July 2005
Education
Minot State University
BS, Biology, History
Colegio Nueva Granada
Travis Loock's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Accounting, Banking, Financial Analysis, Insurance, Investments, Leadership, Strategic Planning
Education
Minot State University 1993 — 1998
Finance
Edward Jones
Skills
Accounting, Banking, Financial Analysis, Insurance, Investments, Leadership, Strategic Planning
Education
Minot State University 1993 — 1998
Finance
Lisa Miranowski's Edward Jones Experience December 2002 - April 2004
Job Account Executive at Zero Variance
Industry Outsourcing/Offshoring
Experience
Zero Variance Registered Sales AssistantInvestment Centers of AmericaApril 2004 - April 2009
Edward Jones December 2002 - April 2004
Education
Minnesota State University, Moorhead 1999 — 2003
B.S, Business Administration
Zero Variance Registered Sales AssistantInvestment Centers of AmericaApril 2004 - April 2009
Edward Jones December 2002 - April 2004
Education
Minnesota State University, Moorhead 1999 — 2003
B.S, Business Administration
Marty Haskins's Edward Jones Experience November 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Professional Mortgage Consultants May 2002 - October 2008
Education
Montana State University-Bozeman 1999 — 2002
Business, Finance
Minot State University 1997 — 1999
Edward Jones November 2008 - Present
Professional Mortgage Consultants May 2002 - October 2008
Education
Montana State University-Bozeman 1999 — 2002
Business, Finance
Minot State University 1997 — 1999
Liang Schwartz's Edward Jones Experience April 2006 - March 2011
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2006 - March 2011
Coldwell Banker April 2002 - April 2006
Skills
fluent in both Chinese..., Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Retirement, Strategic Financial..., Securities, Fixed Annuities, Financial Advisory, Series 63, Uniform Combined State...
Education
Missouri Southern State College 1992 — 1995
Bachelor's Degree, Psychology
Missouri Southern State University 1992 — 1995
Bachelor of Science (BS), Psychology
Edward Jones April 2006 - March 2011
Coldwell Banker April 2002 - April 2006
Skills
fluent in both Chinese..., Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Retirement, Strategic Financial..., Securities, Fixed Annuities, Financial Advisory, Series 63, Uniform Combined State...
Education
Missouri Southern State College 1992 — 1995
Bachelor's Degree, Psychology
Missouri Southern State University 1992 — 1995
Bachelor of Science (BS), Psychology
Ellen Darby's Edward Jones Experience March 2008 - May 2010
Job Retired
Industry Airlines/Aviation
Experience
Midwestern State University August 2011 - December 2013
Edward Jones March 2008 - May 2010
US Navy March 1984 - April 2008
Skills
Team Leadership, Aviation Safety and..., Management, Large Group Facilitation, Instructor-led Training, Simulator Instructor, Process Improvement, Cryogenics, Military Aviation
Education
Midwestern State University 2011 — 2013
BAAS, Applied Arts and Sciences
Midwestern State University August 2011 - December 2013
Edward Jones March 2008 - May 2010
US Navy March 1984 - April 2008
Skills
Team Leadership, Aviation Safety and..., Management, Large Group Facilitation, Instructor-led Training, Simulator Instructor, Process Improvement, Cryogenics, Military Aviation
Education
Midwestern State University 2011 — 2013
BAAS, Applied Arts and Sciences
Jamie Mladenoff's Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Quality Builders Warranty Corporation February 2010 - January 2011
ComputerTraining.com September 2004 - December 2009
Quality Builders Warranty Corporation April 2003 - September 2004
The Carlisle Group (TCG) March 1996 - April 2003
Norwest Financial (Now Wells Fargo) May 1995 - March 1996
Nabisco 1994 - 1995
Education
Misericordia University 1991 — 1995
Bachelors, Business Administration Specialization in Marketing
Hershey High School 1987 — 1991
Edward Jones January 2011 - Present
Quality Builders Warranty Corporation February 2010 - January 2011
ComputerTraining.com September 2004 - December 2009
Quality Builders Warranty Corporation April 2003 - September 2004
The Carlisle Group (TCG) March 1996 - April 2003
Norwest Financial (Now Wells Fargo) May 1995 - March 1996
Nabisco 1994 - 1995
Education
Misericordia University 1991 — 1995
Bachelors, Business Administration Specialization in Marketing
Hershey High School 1987 — 1991
Ashton Pankonin's Edward Jones Experience May 2009 - December 2013
Job Consulting
Industry Management Consulting
Experience
Self-Employed December 2013 - Present
Edward Jones May 2009 - December 2013
Skills
Wealth, Sales, Customer Service, Marketing, Leadership, Account Management, Microsoft Excel
Education
Minnesota State University, Mankato 2004 — 2009
BS, Marketing & Sports Management
Self-Employed December 2013 - Present
Edward Jones May 2009 - December 2013
Skills
Wealth, Sales, Customer Service, Marketing, Leadership, Account Management, Microsoft Excel
Education
Minnesota State University, Mankato 2004 — 2009
BS, Marketing & Sports Management
Jane Valderrama's Edward Jones Experience January 2014 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Nationwide Insurance December 1993 - May 2013
Nationwide Insurance 1993 - 2010
Skills
P&C License, Life & Health Insurance..., Series 6, Series 63, series 26, Underwriting, Claim, Legal Liability, Health Insurance, Insurance, FINRA, Casualty, Life Insurance, Liability, Term Life Insurance, Disability Insurance, Homeowners, Property Damage, Commercial Insurance, Workers Compensation, Commercial Lines, Claims Management, Property & Casualty..., Umbrella Insurance, Fixed Annuities, Whole Life, Inland Marine, Professional Liability, Business Planning, Universal Life, Sales, Business Strategy, Mutual Funds, Subrogation, Liability Analysis, Relationship Management, Claims Handling, Claim Investigation, Long Term Care Insurance, Accident, Renters, Financial Services, Variable Annuities, Litigation Management, Motorcycle, Claims Resolution, 401k, Insurance Brokerage, Retirement Planning, Long-term Care
Education
Minot State University 1980 — 1986
BA, Psychology
Edward Jones January 2014 - Present
Nationwide Insurance December 1993 - May 2013
Nationwide Insurance 1993 - 2010
Skills
P&C License, Life & Health Insurance..., Series 6, Series 63, series 26, Underwriting, Claim, Legal Liability, Health Insurance, Insurance, FINRA, Casualty, Life Insurance, Liability, Term Life Insurance, Disability Insurance, Homeowners, Property Damage, Commercial Insurance, Workers Compensation, Commercial Lines, Claims Management, Property & Casualty..., Umbrella Insurance, Fixed Annuities, Whole Life, Inland Marine, Professional Liability, Business Planning, Universal Life, Sales, Business Strategy, Mutual Funds, Subrogation, Liability Analysis, Relationship Management, Claims Handling, Claim Investigation, Long Term Care Insurance, Accident, Renters, Financial Services, Variable Annuities, Litigation Management, Motorcycle, Claims Resolution, 401k, Insurance Brokerage, Retirement Planning, Long-term Care
Education
Minot State University 1980 — 1986
BA, Psychology
Edward Kirsch's Edward Jones Experience May 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2015 - Present
UnitedHealth Group October 2014 - Present
OptumInsight June 2012 - Present
Wells Fargo Advisors August 2011 - June 2012
Skills
Customer Service, Business Analysis, Data Analysis, Banking, Microsoft Excel, Microsoft Office, PowerPoint, MS Project, Software Documentation, Leadership, Management, Project Management, Analysis, Training
Education
Millikin University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Edward Jones May 2015 - Present
UnitedHealth Group October 2014 - Present
OptumInsight June 2012 - Present
Wells Fargo Advisors August 2011 - June 2012
Skills
Customer Service, Business Analysis, Data Analysis, Banking, Microsoft Excel, Microsoft Office, PowerPoint, MS Project, Software Documentation, Leadership, Management, Project Management, Analysis, Training
Education
Millikin University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Adam Neubauer's Edward Jones Experience August 2014 - Present
Job Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Walser Automotive Group June 2010 - October 2014
Farm Bureau Financial Services August 2009 - May 2010
Skills
Customer Experience, Customer Satisfaction, Insurance, Sales Management, Financial Planning, Team Building, Teaching Skills, Sales Trainings, Sales Process, Compliance, Finance, Leadership, Strategic Planning, Management, Retail
Education
Minnesota State University, Mankato 2007 — 2009
Bachelors, Finance
St. Cloud State University 2005 — 2007
Associate's degree, Business/Commerce, General
Edward Jones August 2014 - Present
Walser Automotive Group June 2010 - October 2014
Farm Bureau Financial Services August 2009 - May 2010
Skills
Customer Experience, Customer Satisfaction, Insurance, Sales Management, Financial Planning, Team Building, Teaching Skills, Sales Trainings, Sales Process, Compliance, Finance, Leadership, Strategic Planning, Management, Retail
Education
Minnesota State University, Mankato 2007 — 2009
Bachelors, Finance
St. Cloud State University 2005 — 2007
Associate's degree, Business/Commerce, General
Cindy Sahlstrom's Edward Jones Experience 2006 - Present
Job Event Planner
Industry Entertainment
Experience
Edward Jones 2006 - Present
JCPenney 2009 - May 2013
Toys N' Tales 1999 - 2006
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Marketing, Time Management, Leadership, Fundraising, Sales, Event Management, Facebook, Budgets, Public Relations
Education
Minneapolis Community and Technical College 1981 — 1982
Cosmetology/Cosmetologist, General
Orange County Community College
Edward Jones 2006 - Present
JCPenney 2009 - May 2013
Toys N' Tales 1999 - 2006
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Marketing, Time Management, Leadership, Fundraising, Sales, Event Management, Facebook, Budgets, Public Relations
Education
Minneapolis Community and Technical College 1981 — 1982
Cosmetology/Cosmetologist, General
Orange County Community College
Brian Kempf's Edward Jones Experience September 2015 - Present
Job Technical Consultant at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Edward Jones September 2012 - August 2015
Arch Coal, Inc. November 2010 - September 2012
United States Postal Service September 2007 - November 2010
Edward Jones May 2005 - December 2006
MasterCard May 2004 - August 2004
Skills
PL/SQL, Oracle E-Business Suite, SQL, JavaScript, Oracle Reports, HTML, XML, Web Services, JSP, Agile Methodologies, Hibernate, Servlets, Java, Struts, Spring, MVC, Oracle HR, jQuery, Microsoft SQL Server, Databases, Tomcat
Education
Missouri State University 2007 — 2007
MBA, CIS concentration
Missouri State University 2003 — 2006
BS, Major: CIS, Minor: Mathematics
Edward Jones September 2015 - Present
Edward Jones September 2012 - August 2015
Arch Coal, Inc. November 2010 - September 2012
United States Postal Service September 2007 - November 2010
Edward Jones May 2005 - December 2006
MasterCard May 2004 - August 2004
Skills
PL/SQL, Oracle E-Business Suite, SQL, JavaScript, Oracle Reports, HTML, XML, Web Services, JSP, Agile Methodologies, Hibernate, Servlets, Java, Struts, Spring, MVC, Oracle HR, jQuery, Microsoft SQL Server, Databases, Tomcat
Education
Missouri State University 2007 — 2007
MBA, CIS concentration
Missouri State University 2003 — 2006
BS, Major: CIS, Minor: Mathematics
Lowell Easterling's Edward Jones Experience December 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2000 - Present
Education
Mississippi State University 1994 — 1996
BBA, Banking and Finance
Edward Jones December 2000 - Present
Education
Mississippi State University 1994 — 1996
BBA, Banking and Finance
Mary Beth Heying's Edward Jones Experience June 1984 - Present
Job Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1984 - Present
Edward Jones - St. Louis 1984 - Present
Education
University of Missouri-St. Louis 1981 — 1984
M.B.A;., Marketing
Mississippi State University 1975 — 1979
B.A., Communications/Journalism
Edward Jones June 1984 - Present
Edward Jones - St. Louis 1984 - Present
Education
University of Missouri-St. Louis 1981 — 1984
M.B.A;., Marketing
Mississippi State University 1975 — 1979
B.A., Communications/Journalism
Daniel Suckert's Edward Jones Experience September 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Skills
Retirement Income..., Wealth Management
Education
Minot State University
Marketing
Surrey High School
Edward Jones September 2008 - Present
Skills
Retirement Income..., Wealth Management
Education
Minot State University
Marketing
Surrey High School
Ken Surbrugg's Edward Jones Experience December 2009 - August 2011
Job SBTDC Consultant at Missouri Southern State University
Industry Higher Education
Experience
Missouri Southern State University August 2011 - Present
Labette Community College December 2004 - Present
Edward Jones December 2009 - August 2011
Skills
Higher Education, Entrepreneurship, Strategic Planning, Research, Leadership Development, Teaching, Team Building, Customer Service, Event Planning, Leadership, Nonprofits, Public Speaking, Fundraising, Public Relations, Staff Development, Community Outreach
Education
Southwest Missouri State University 2000 — 2004
MBA
Missouri Southern State University 1996 — 1998
BS, Economics and Finance
Missouri Southern State University August 2011 - Present
Labette Community College December 2004 - Present
Edward Jones December 2009 - August 2011
Skills
Higher Education, Entrepreneurship, Strategic Planning, Research, Leadership Development, Teaching, Team Building, Customer Service, Event Planning, Leadership, Nonprofits, Public Speaking, Fundraising, Public Relations, Staff Development, Community Outreach
Education
Southwest Missouri State University 2000 — 2004
MBA
Missouri Southern State University 1996 — 1998
BS, Economics and Finance
Regina Drum's Edward Jones Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones 2009 - 2012
American Family Insurance March 2006 - April 2009
Schaeffler August 2003 - December 2006
Aquila April 1999 - December 2001
Skills
Dispatching, Production Planning, Demand Planning, Demand Forecasting, Administrative Support, Logistics Planning, Customer Satisfaction, Insurance, Resource Management, Emergency Services, Managing Employees, Managing Creative Teams, Cost Reduction Projects, Project Planning, MRP, Continuous Improvement, Medical Billing, Microsoft Office, Office Equipment, Excel, Service Excellence, PowerPoint, Forecasting, Athletic Training, Customer Relations, Customer Retention, Report Generation, Data Analysis, Database Design, Database Management
Education
Missouri Southern State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Quapaw High School 1989 — 1992
Edward Jones 2009 - 2012
American Family Insurance March 2006 - April 2009
Schaeffler August 2003 - December 2006
Aquila April 1999 - December 2001
Skills
Dispatching, Production Planning, Demand Planning, Demand Forecasting, Administrative Support, Logistics Planning, Customer Satisfaction, Insurance, Resource Management, Emergency Services, Managing Employees, Managing Creative Teams, Cost Reduction Projects, Project Planning, MRP, Continuous Improvement, Medical Billing, Microsoft Office, Office Equipment, Excel, Service Excellence, PowerPoint, Forecasting, Athletic Training, Customer Relations, Customer Retention, Report Generation, Data Analysis, Database Design, Database Management
Education
Missouri Southern State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Quapaw High School 1989 — 1992
Carolyn Schiro's Edward Jones Experience March 2001 - Present
Job Branch Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2001 - Present
HTI June 1985 - February 2001
Private Dental Office July 1974 - June 1985
Education
Minnesota State University, Mankato 1973 — 1974
Dental Assisting/Assistant
Edward Jones March 2001 - Present
HTI June 1985 - February 2001
Private Dental Office July 1974 - June 1985
Education
Minnesota State University, Mankato 1973 — 1974
Dental Assisting/Assistant
Robert W Blue's Edward Jones Experience January 1997 - January 1999
Job Sales Professional
Industry Environmental Services
Experience
Arrowhead Transportation 2012 - Present
RWB Services 1999 - Present
Edward Jones January 1997 - January 1999
S-F Analytical Labs January 1993 - December 1997
Swanson Environmental March 1992 - December 1993
Culligan International January 1988 - January 1992
Skills
Customer Service, Sales, Marketing, Project Management, Prospectiing and..., Engineering Solutions
Education
University of Wisconsin-Eau Claire
Bachelor of Business Administration (BBA), Finance
Milwaukee Area Technical College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Evironmental Pollution Control Technician
Arrowhead Transportation 2012 - Present
RWB Services 1999 - Present
Edward Jones January 1997 - January 1999
S-F Analytical Labs January 1993 - December 1997
Swanson Environmental March 1992 - December 1993
Culligan International January 1988 - January 1992
Skills
Customer Service, Sales, Marketing, Project Management, Prospectiing and..., Engineering Solutions
Education
University of Wisconsin-Eau Claire
Bachelor of Business Administration (BBA), Finance
Milwaukee Area Technical College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Evironmental Pollution Control Technician
Sandra Knepp, MEM MBB's Edward Jones Experience July 2015 - Present
Job BPI Deployment Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
DuPont November 2007 - December 2013
Nike September 2006 - November 2007
PPG Industries July 1997 - March 2004
Toyota 1986 - 1996
Skills
Lean Six Sigma, Business Process..., Training, Process Optimization, Six Sigma, Black Belt, Continuous Improvement, Manufacturing, TQM, Cross-functional Team..., Quality System, ISO, Lean Manufacturing, Supply Chain Management, Iso 9000, Automotive, Auditing, Quality Assurance, Process Improvement, Leadership, Employee Training, Succession Planning
Education
Washington University in St. Louis
Masters, Engineering Management
Truman State University
Bachelor of Science
Saint Louis Unviersity 2004 — 2006
coursework toward PhD, Public Policy Analysis
Certifications
Missouri Baptist University
Master’s Degree, Business Administration
Edward Jones July 2015 - Present
DuPont November 2007 - December 2013
Nike September 2006 - November 2007
PPG Industries July 1997 - March 2004
Toyota 1986 - 1996
Skills
Lean Six Sigma, Business Process..., Training, Process Optimization, Six Sigma, Black Belt, Continuous Improvement, Manufacturing, TQM, Cross-functional Team..., Quality System, ISO, Lean Manufacturing, Supply Chain Management, Iso 9000, Automotive, Auditing, Quality Assurance, Process Improvement, Leadership, Employee Training, Succession Planning
Education
Washington University in St. Louis
Masters, Engineering Management
Truman State University
Bachelor of Science
Saint Louis Unviersity 2004 — 2006
coursework toward PhD, Public Policy Analysis
Certifications
Missouri Baptist University
Master’s Degree, Business Administration
Joseph Bossaller's Edward Jones Experience May 2008 - December 2008
Job System Engineer at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation July 2013 - Present
Sho-Me Power Electric Cooperative April 2009 - July 2013
Edward Jones May 2008 - December 2008
Missouri State University August 2005 - May 2008
Skills
System Administration, Databases, Networking, Help Desk Support, Microsoft Office, Windows Server, Group Policy, Active Directory, SharePoint, Lync Server 2010, Microsoft Exchange, Microsoft SQL Server, Microsoft Dynamics SL, Enterprise Content..., KnowledgeLake, Adobe Creative Suite, OS X, HTML, CSS, WordPress
Education
Missouri State University 2005 — 2008
Bachelor of Science (BS), Computer Information Systems
Linn State Technical College 2002 — 2004
Associate of Science (AS), Networking Systems Technology
Cerner Corporation July 2013 - Present
Sho-Me Power Electric Cooperative April 2009 - July 2013
Edward Jones May 2008 - December 2008
Missouri State University August 2005 - May 2008
Skills
System Administration, Databases, Networking, Help Desk Support, Microsoft Office, Windows Server, Group Policy, Active Directory, SharePoint, Lync Server 2010, Microsoft Exchange, Microsoft SQL Server, Microsoft Dynamics SL, Enterprise Content..., KnowledgeLake, Adobe Creative Suite, OS X, HTML, CSS, WordPress
Education
Missouri State University 2005 — 2008
Bachelor of Science (BS), Computer Information Systems
Linn State Technical College 2002 — 2004
Associate of Science (AS), Networking Systems Technology
Bill Affolter's Edward Jones Experience November 2004 - Present
Job Branch Auditor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2004 - Present
MBC Executive Board January 1983 - December 2000
Skills
Leadership, Budgets, Financial Services
Education
Midwestern Baptist Theological Seminary 1978 — 1981
Master of Divinity (MDiv), Bible/Biblical Studies
William Jewell College 1970 — 1973
Bachelor of Science (BS), Business/Managerial Economics
MO Baptist College 1969 — 1970
Business Administration and Management, General
Edward Jones November 2004 - Present
MBC Executive Board January 1983 - December 2000
Skills
Leadership, Budgets, Financial Services
Education
Midwestern Baptist Theological Seminary 1978 — 1981
Master of Divinity (MDiv), Bible/Biblical Studies
William Jewell College 1970 — 1973
Bachelor of Science (BS), Business/Managerial Economics
MO Baptist College 1969 — 1970
Business Administration and Management, General
Karen Beaman's Edward Jones Experience September 2007 - Present
Job
Industry
Experience
Edward Jones September 2007 - Present
Education
Midwestern State University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Edward Jones September 2007 - Present
Education
Midwestern State University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Robert Hoffpauir's Edward Jones Experience February 2008 - March 2010
Job Financial Advisor at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC March 2010 - Present
Edward Jones February 2008 - March 2010
Education
Midwestern State University
Bachelor of Arts
JPMorgan Securities, LLC March 2010 - Present
Edward Jones February 2008 - March 2010
Education
Midwestern State University
Bachelor of Arts
Thomas Geraghty's Edward Jones Experience July 2007 - August 2013
Job Financial Advisor at Bell Investments
Industry Financial Services
Experience
Bell Investments August 2013 - Present
Edward Jones July 2007 - August 2013
SUPERVALU March 1976 - July 2007
Skills
Understanding financial...
Education
Minnesota State University, Moorhead 1976 — 1986
Bachelor of Science (BS)
Bell Investments August 2013 - Present
Edward Jones July 2007 - August 2013
SUPERVALU March 1976 - July 2007
Skills
Understanding financial...
Education
Minnesota State University, Moorhead 1976 — 1986
Bachelor of Science (BS)
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation