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)
Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Edward Jones Employees
Employee
Years
Job
Industry
Eric Cumley, CFP® Eric Cumley, CFP®'s Edward Jones Experience November 1999 - November 2010
Job Managed Investments & Retirement Income Planning Olympic Wealth Management LLC
Industry Investment Management
Experience
Olympic Wealth Management LLC October 2010 - Present
Edward Jones November 1999 - November 2010
Education
The American College 2002 — 2004
Certified Financial Planner, Finance and Financial Management Services
Montana State University-Bozeman 1982 — 1986
Bachelor of Arts (B.A.)
Olympic Wealth Management LLC October 2010 - Present
Edward Jones November 1999 - November 2010
Education
The American College 2002 — 2004
Certified Financial Planner, Finance and Financial Management Services
Montana State University-Bozeman 1982 — 1986
Bachelor of Arts (B.A.)
Sara Glassman Sara Glassman's Edward Jones Experience January 2012 - January 2014
Job Librarian at Creative Montessori School
Industry Libraries
Experience
Creative Montessori School December 2013 - Present
Little Professor Book Center July 2006 - Present
Medusa's Mirror Jewelry January 2006 - Present
Edward Jones January 2012 - January 2014
Serendipity Needleworks 2005 - 2008
Skills
Editing, Microsoft Excel, Microsoft Office, PowerPoint, Research, Analysis, Outlook, Creative Writing, Social Media, Public Speaking, Teaching, Event Planning, Customer Service, Blogging
Education
University of Alabama 2002 — 2006
Master's degree, Anthropology
Mount Holyoke College 1997 — 2001
Bachelor's degree, Russian Literature
Indian Springs School 1992 — 1997
Creative Montessori School December 2013 - Present
Little Professor Book Center July 2006 - Present
Medusa's Mirror Jewelry January 2006 - Present
Edward Jones January 2012 - January 2014
Serendipity Needleworks 2005 - 2008
Skills
Editing, Microsoft Excel, Microsoft Office, PowerPoint, Research, Analysis, Outlook, Creative Writing, Social Media, Public Speaking, Teaching, Event Planning, Customer Service, Blogging
Education
University of Alabama 2002 — 2006
Master's degree, Anthropology
Mount Holyoke College 1997 — 2001
Bachelor's degree, Russian Literature
Indian Springs School 1992 — 1997
Benjamin Argall's Edward Jones Experience March 2009 - December 2010
Job REALTOR at RE/MAX 1st Realty
Industry Wholesale
Experience
RE/MAX 1st Really December 2014 - Present
Blue Mohawk Studio March 2011 - Present
Midtown Bakery & Cafe August 2011 - December 2014
RE/MAX 1st Realty May 2014 - November 2014
Art On Ice 2011 - 2013
Edward Jones March 2009 - December 2010
You Guys Inc., Da Yoopers Tourist Trap March 2005 - September 2009
Skills
Advertising, Facebook, Social Media, Art, Customer Service, Graphic Design, Social Media Marketing, Marketing, Public Relations, Fundraising, Painting, Sales, Social Networking, Photoshop, Creative Writing, Finance, Community Outreach, Photography, Budgets, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Event Planning, Dreamweaver, Wholesale Operations, Retail Packaging, QuickBooks, Retail Buying, Online Retail
Education
Northern Michigan University 2007 — 2013
Associate of Arts and Sciences (AAS), Art and Design
New England College of Business and Finance 2010 — 2010
Accounting and Finance
RE/MAX 1st Really December 2014 - Present
Blue Mohawk Studio March 2011 - Present
Midtown Bakery & Cafe August 2011 - December 2014
RE/MAX 1st Realty May 2014 - November 2014
Art On Ice 2011 - 2013
Edward Jones March 2009 - December 2010
You Guys Inc., Da Yoopers Tourist Trap March 2005 - September 2009
Skills
Advertising, Facebook, Social Media, Art, Customer Service, Graphic Design, Social Media Marketing, Marketing, Public Relations, Fundraising, Painting, Sales, Social Networking, Photoshop, Creative Writing, Finance, Community Outreach, Photography, Budgets, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Event Planning, Dreamweaver, Wholesale Operations, Retail Packaging, QuickBooks, Retail Buying, Online Retail
Education
Northern Michigan University 2007 — 2013
Associate of Arts and Sciences (AAS), Art and Design
New England College of Business and Finance 2010 — 2010
Accounting and Finance
Lori Kechter Blake Lori Kechter Blake's Edward Jones Experience 2001 - 2007
Job Cofounder at World Activist Group
Industry Nonprofit Organization Management
Experience
World Activist Group March 2014 - Present
Arizona Coalition for Humanity February 2013 - Present
Atma Letters February 2013 - March 2014
A Thousand Sisters September 2008 - June 2012
Outcry For Congo December 2010 - January 2011
Edward Jones 2001 - 2007
Skills
Human Rights, Nonprofits, Community Outreach, Community Development, Research, Public Speaking, Volunteer Management, Event Planning, Public Relations, Blogging, Social Networking, Program Development, International Relations, Strategic Communications, Leadership, Media Relations, Conflict Resolution, Qualitative Research, Non-profit..., Writer
Education
Moorpark College 1980 — 1982
Associate's degree
United States Navy 1977 — 1980
Dental
Agoura High School 1972 — 1976
World Activist Group March 2014 - Present
Arizona Coalition for Humanity February 2013 - Present
Atma Letters February 2013 - March 2014
A Thousand Sisters September 2008 - June 2012
Outcry For Congo December 2010 - January 2011
Edward Jones 2001 - 2007
Skills
Human Rights, Nonprofits, Community Outreach, Community Development, Research, Public Speaking, Volunteer Management, Event Planning, Public Relations, Blogging, Social Networking, Program Development, International Relations, Strategic Communications, Leadership, Media Relations, Conflict Resolution, Qualitative Research, Non-profit..., Writer
Education
Moorpark College 1980 — 1982
Associate's degree
United States Navy 1977 — 1980
Dental
Agoura High School 1972 — 1976
Vicki Noble Vicki Noble's Edward Jones Experience October 2000 - September 2011
Job Senior Accounting Clerk at Zundel Business Design
Industry Consumer Goods
Experience
Zundel Business Design January 2013 - Present
Edward Jones October 2000 - September 2011
OHSU April 1999 - June 2000
On Point Credit Union January 1988 - April 1999
Skills
Team Building, Strategic Planning, Budgets, Inventory Management, Forecasting, Customer Service, Process Improvement, Supply Chain, Cross-functional Team..., Retail, Account Reconciliation, Small Business, Microsoft Excel, General Ledger, HIPAA, Internet, Internal Audit, Microsoft Office, Microsoft Word, Newsletters, Office Administration, PowerPoint, Volunteer Management, Creative Writing, Accounts Payable, Accounts Receivable, Training, Sales
Education
Mt. Hood Community College
Various classes, Business Administration, Management and Operations
Zundel Business Design January 2013 - Present
Edward Jones October 2000 - September 2011
OHSU April 1999 - June 2000
On Point Credit Union January 1988 - April 1999
Skills
Team Building, Strategic Planning, Budgets, Inventory Management, Forecasting, Customer Service, Process Improvement, Supply Chain, Cross-functional Team..., Retail, Account Reconciliation, Small Business, Microsoft Excel, General Ledger, HIPAA, Internet, Internal Audit, Microsoft Office, Microsoft Word, Newsletters, Office Administration, PowerPoint, Volunteer Management, Creative Writing, Accounts Payable, Accounts Receivable, Training, Sales
Education
Mt. Hood Community College
Various classes, Business Administration, Management and Operations
Teresa Cea Adduce Teresa Cea Adduce's Edward Jones Experience August 2015 - Present
Job Quality Assurance Specialist at Occupation's Inc.
Industry Nonprofit Organization Management
Experience
Edward Jones August 2015 - Present
Occupations, Inc. March 2012 - Present
Occupations, Inc. October 2011 - February 2012
Jos. A. Bank Clothiers May 2011 - October 2011
Mohonk Mountain House September 2010 - May 2011
Maternal Infant Services Network October 2009 - July 2010
Advance Testing Company, Inc. April 2008 - October 2008
Skills
Quality Assurance, Process Improvement, Training, Microsoft Office, Nonprofits, Program Management, Team Leadership, Team Building, Microsoft Excel, Mental Health, Program Development, Project Management, Customer Service, Microsoft Word, Leadership, Public Speaking, PowerPoint, Event Management, Process Scheduler, Management
Education
Mount Saint Mary College 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management
Mount Saint Mary College 1998 — 2003
Bachelor of Arts (BA), Computer Information Technology
Edward Jones August 2015 - Present
Occupations, Inc. March 2012 - Present
Occupations, Inc. October 2011 - February 2012
Jos. A. Bank Clothiers May 2011 - October 2011
Mohonk Mountain House September 2010 - May 2011
Maternal Infant Services Network October 2009 - July 2010
Advance Testing Company, Inc. April 2008 - October 2008
Skills
Quality Assurance, Process Improvement, Training, Microsoft Office, Nonprofits, Program Management, Team Leadership, Team Building, Microsoft Excel, Mental Health, Program Development, Project Management, Customer Service, Microsoft Word, Leadership, Public Speaking, PowerPoint, Event Management, Process Scheduler, Management
Education
Mount Saint Mary College 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management
Mount Saint Mary College 1998 — 2003
Bachelor of Arts (BA), Computer Information Technology
Gina Jackson Gina Jackson's Edward Jones Experience August 2008 - December 2008
Job Graphic Designer at Abercrombie & Fitch
Industry Graphic Design
Experience
Abercrombie & Fitch February 2015 - Present
Gina Jackson August 2010 - Present
BFG Communications March 2013 - September 2014
BFG Communications December 2011 - March 2013
Savannah Biz Ads March 2011 - 2012
BFG Communications September 2011 - December 2011
Hugo Boss January 2011 - February 2011
First City Club, Club Corp August 2010 - February 2011
K-Squared Designs, June 2010 - August 2010
Edward Jones August 2008 - December 2008
Skills
Logo Design, Art Direction, Packaging, Advertising, Adobe Creative Suite, Brand Development, Print Design
Education
Savannah College of Art and Design 2009 — 2011
BFA, Graphic Design
Murray State University 2003 — 2007
BA, Advertising
Abercrombie & Fitch February 2015 - Present
Gina Jackson August 2010 - Present
BFG Communications March 2013 - September 2014
BFG Communications December 2011 - March 2013
Savannah Biz Ads March 2011 - 2012
BFG Communications September 2011 - December 2011
Hugo Boss January 2011 - February 2011
First City Club, Club Corp August 2010 - February 2011
K-Squared Designs, June 2010 - August 2010
Edward Jones August 2008 - December 2008
Skills
Logo Design, Art Direction, Packaging, Advertising, Adobe Creative Suite, Brand Development, Print Design
Education
Savannah College of Art and Design 2009 — 2011
BFA, Graphic Design
Murray State University 2003 — 2007
BA, Advertising
Nick Kaminsky Nick Kaminsky's Edward Jones Experience June 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Cincinnati Flying Pig Marathon January 2012 - Present
Applebee's April 2008 - Present
City of Fairfield May 2012 - August 2012
Skills
Sports Management, Event Planning
Education
College of Mount St. Joseph 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, sport management
Edward Jones June 2014 - Present
Cincinnati Flying Pig Marathon January 2012 - Present
Applebee's April 2008 - Present
City of Fairfield May 2012 - August 2012
Skills
Sports Management, Event Planning
Education
College of Mount St. Joseph 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, sport management
Jason Berry's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
GE Power & Water June 2007 - May 2014
RP logging March 2003 - June 2007
The Goodyear Tire & Rubber Company January 2001 - March 2003
Lodestar Energy, Inc January 1999 - January 2001
Skills
Instrumentation, Product Development, Water Treatment, Six Sigma, Engineering, Management, Sales, Account Management, Process Engineering, Project Engineering, Factory, Wastewater Treatment, Customer Satisfaction, Troubleshooting, Energy, Continuous Improvement, Leadership, Manufacturing, Operations Management
Education
Murray State University 1997 — 1999
Bachelor of Science (BS), Engineering Physics
Edward Jones November 2014 - Present
GE Power & Water June 2007 - May 2014
RP logging March 2003 - June 2007
The Goodyear Tire & Rubber Company January 2001 - March 2003
Lodestar Energy, Inc January 1999 - January 2001
Skills
Instrumentation, Product Development, Water Treatment, Six Sigma, Engineering, Management, Sales, Account Management, Process Engineering, Project Engineering, Factory, Wastewater Treatment, Customer Satisfaction, Troubleshooting, Energy, Continuous Improvement, Leadership, Manufacturing, Operations Management
Education
Murray State University 1997 — 1999
Bachelor of Science (BS), Engineering Physics
Sarah Settles-Marion's Edward Jones Experience August 2006 - January 2007
Job First Grade Teacher at Manteno Elementary School
Industry Education Management
Experience
Manteno School District August 2014 - Present
Manteno Elementary School August 2010 - Present
Lazard Freres & Co. July 2007 - January 2010
Edward Jones August 2006 - January 2007
Northern Illinois Business & Industry Services April 2004 - 2006
LifeTime Fitness April 2005 - 2005
Blanco & Peace LTD May 2004 - August 2004
Skills
Public Relations, Microsoft Word, Nonprofits, Team Building, Coaching, Account Management, Digital Marketing, Customer Service, Fundraising, PowerPoint, Microsoft Excel, Outlook, Teaching, Leadership, Event Planning
Education
National-Louis University 2008 — 2010
Master of Art in Teaching
Northern Illinois University 2001 — 2005
Bachelor of Arts, Corporate Communications
Manteno School District August 2014 - Present
Manteno Elementary School August 2010 - Present
Lazard Freres & Co. July 2007 - January 2010
Edward Jones August 2006 - January 2007
Northern Illinois Business & Industry Services April 2004 - 2006
LifeTime Fitness April 2005 - 2005
Blanco & Peace LTD May 2004 - August 2004
Skills
Public Relations, Microsoft Word, Nonprofits, Team Building, Coaching, Account Management, Digital Marketing, Customer Service, Fundraising, PowerPoint, Microsoft Excel, Outlook, Teaching, Leadership, Event Planning
Education
National-Louis University 2008 — 2010
Master of Art in Teaching
Northern Illinois University 2001 — 2005
Bachelor of Arts, Corporate Communications
Jillian Furber Jillian Furber's Edward Jones Experience January 2014 - Present
Job Recent Graduate with Specific Interest in Payroll, Administration, and Human Resources
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Cherry Lawn Farms LLC. September 2013 - Present
Sodus Central School District July 2013 - August 2013
Abe's Waterfront Boat house and Grill April 2010 - August 2013
Skills
Multi Tasking, Leadership, Solid computer skills, People-oriented, Telephone Skills, Creativity, Problem Solving, Communication Skills, Restaurants, Fitness, Microsoft Office, Teamwork, Friendly Personality, Payroll, Critical Thinking, Time Management
Education
Nazareth College of Rochester 2010 — 2013
Bachelor of Business Administration (B.B.A.) with a Minor in Psychology, Business Administration and Management, General, and Psychology, 3.492
SUNY Oswego 2010 — 2010
3.5
Edward Jones January 2014 - Present
Cherry Lawn Farms LLC. September 2013 - Present
Sodus Central School District July 2013 - August 2013
Abe's Waterfront Boat house and Grill April 2010 - August 2013
Skills
Multi Tasking, Leadership, Solid computer skills, People-oriented, Telephone Skills, Creativity, Problem Solving, Communication Skills, Restaurants, Fitness, Microsoft Office, Teamwork, Friendly Personality, Payroll, Critical Thinking, Time Management
Education
Nazareth College of Rochester 2010 — 2013
Bachelor of Business Administration (B.B.A.) with a Minor in Psychology, Business Administration and Management, General, and Psychology, 3.492
SUNY Oswego 2010 — 2010
3.5
Linda Choong's Edward Jones Experience April 2003 - May 2005
Job
Industry Consumer Goods
Experience
Unilever Food Solutions January 2015 - Present
Eisenhower JHS/Plainfield NHS August 2014 - December 2014
Township high school district 211 August 2013 - June 2014
Houston Independent School District October 2006 - June 2012
Edward Jones April 2003 - May 2005
Petro-Ex Canada Ltd. January 2002 - January 2003
BP January 2001 - September 2001
BASF October 1996 - January 2001
Halma plc June 1994 - October 1996
NCH July 1991 - June 1994
Skills
Educational Technology, Teaching, Research, Mathematics, Classroom Instruction, Mathematics Education, AP Statistics, Microsoft Office, Microsoft Office 2007, Key Account Management, Blogging, Data Analysis, Distance Learning, Analysis, E-learning, Adult Education, PowerPoint, Excel, Classroom Management, Classroom, Online Tutoring, Direct Sales, Texas Instrument Nspire..., Texas Instrument Ti84..., Interactive Whiteboard, Statistics, E-Learning, K-12, Educational Leadership, Higher Education, Curriculum Development, Training, Tutoring, Teacher Training, Instructional Technology, Microsoft Excel
Education
Walden University 2008 — 2010
Master, Science - Curriculum, Instruction and Assessment
ACT Houston 2006 — 2006
Alternative Certification Program for Teachers, Secondary Education and Teaching, Secondary
National University of Singapore 1989 — 1991
Bachelor, Math; Physics
Unilever Food Solutions January 2015 - Present
Eisenhower JHS/Plainfield NHS August 2014 - December 2014
Township high school district 211 August 2013 - June 2014
Houston Independent School District October 2006 - June 2012
Edward Jones April 2003 - May 2005
Petro-Ex Canada Ltd. January 2002 - January 2003
BP January 2001 - September 2001
BASF October 1996 - January 2001
Halma plc June 1994 - October 1996
NCH July 1991 - June 1994
Skills
Educational Technology, Teaching, Research, Mathematics, Classroom Instruction, Mathematics Education, AP Statistics, Microsoft Office, Microsoft Office 2007, Key Account Management, Blogging, Data Analysis, Distance Learning, Analysis, E-learning, Adult Education, PowerPoint, Excel, Classroom Management, Classroom, Online Tutoring, Direct Sales, Texas Instrument Nspire..., Texas Instrument Ti84..., Interactive Whiteboard, Statistics, E-Learning, K-12, Educational Leadership, Higher Education, Curriculum Development, Training, Tutoring, Teacher Training, Instructional Technology, Microsoft Excel
Education
Walden University 2008 — 2010
Master, Science - Curriculum, Instruction and Assessment
ACT Houston 2006 — 2006
Alternative Certification Program for Teachers, Secondary Education and Teaching, Secondary
National University of Singapore 1989 — 1991
Bachelor, Math; Physics
Narvre Headquarters's Edward Jones Experience December 1994 - December 2000
Job National Secretary/Treasurer at NARVRE
Industry Nonprofit Organization Management
Experience
NARVRE June 2012 - Present
Edward Jones December 1994 - December 2000
City Bank & Trust CO April 1981 - May 1993
Skills
Fixed Annuities, Retirement, Investments, Customer Service, IRAs, Banking, Bonds, Nonprofits, Public Speaking, Volunteer Management, Research, Event Planning, Community Outreach, Insurance, Government, Outlook, Public Relations, Team Leadership, Policy, Leadership, Microsoft Word, Leadership Development, Process Improvement, Program Management, Microsoft Excel, Project Planning, Team Building, Strategic Planning, PowerPoint, Politics, Contract Negotiation, Negotiation, Railway, Microsoft Office, Policy Analysis, Public Policy, Analysis, Public Transport, Marketing, Management, Event Management, Training, Budgets
Education
Moberly Area Community College 1993 — 1995
NARVRE June 2012 - Present
Edward Jones December 1994 - December 2000
City Bank & Trust CO April 1981 - May 1993
Skills
Fixed Annuities, Retirement, Investments, Customer Service, IRAs, Banking, Bonds, Nonprofits, Public Speaking, Volunteer Management, Research, Event Planning, Community Outreach, Insurance, Government, Outlook, Public Relations, Team Leadership, Policy, Leadership, Microsoft Word, Leadership Development, Process Improvement, Program Management, Microsoft Excel, Project Planning, Team Building, Strategic Planning, PowerPoint, Politics, Contract Negotiation, Negotiation, Railway, Microsoft Office, Policy Analysis, Public Policy, Analysis, Public Transport, Marketing, Management, Event Management, Training, Budgets
Education
Moberly Area Community College 1993 — 1995
Austin Wright's Edward Jones Experience January 2004 - May 2008
Job Manager, Strategic Accounts
Industry Information Services
Experience
CMD (Reed Construction Data) January 2014 - Present
Reed Construction Data April 2013 - January 2014
Reed Construction Data December 2011 - April 2013
Fifth Third Bank January 2010 - July 2011
Ameriprise Financial May 2008 - December 2009
Edward Jones January 2004 - May 2008
Northwestern Mutual Financial Network August 2000 - April 2003
Skills
Insurance, Retirement Planning, CRM, Investments, Business Development, Strategic Financial..., Portfolio Management, Sales, Selling, Management, Marketing, Competitive Analysis, Cold Calling, Finance, Market Research, Account Management, Financial Planning, New Business Development
Education
Murray State University 2000 — 2003
B.S, Business; Finance and Economics
CMD (Reed Construction Data) January 2014 - Present
Reed Construction Data April 2013 - January 2014
Reed Construction Data December 2011 - April 2013
Fifth Third Bank January 2010 - July 2011
Ameriprise Financial May 2008 - December 2009
Edward Jones January 2004 - May 2008
Northwestern Mutual Financial Network August 2000 - April 2003
Skills
Insurance, Retirement Planning, CRM, Investments, Business Development, Strategic Financial..., Portfolio Management, Sales, Selling, Management, Marketing, Competitive Analysis, Cold Calling, Finance, Market Research, Account Management, Financial Planning, New Business Development
Education
Murray State University 2000 — 2003
B.S, Business; Finance and Economics
Pritipal Bhinder Pritipal Bhinder's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
Amgen 2011 - 2013
Amgen 2009 - 2011
Amgen 2005 - 2009
Amgen 2003 - 2005
Biogen Idec 2002 - 2003
Skills
Financial Strategies, Asset Allocation, Wealth Management, Wealth Accumulation..., Income Protection, Portfolio Strategies, Estate Planning, Biopharmaceuticals, Oncology, Marketing Promotions, Integrated Brand..., Biotechnology, Rheumatology, Sales, Account Management, Sales Management, Business Analysis, Brand Management, Chemical Engineering, Production Process..., Project Management, Finance, Portfolio Management, Pharmaceutical Industry, Managed Care, Nephrology
Education
University of Wisconsin-Madison 1999 — 2001
Bachelor of Science (BSc), Chemical Engineering
Monash University 1997 — 1999
Bachelor of Science (BSc), Chemical Engineering
Edward Jones 2013 - Present
Amgen 2011 - 2013
Amgen 2009 - 2011
Amgen 2005 - 2009
Amgen 2003 - 2005
Biogen Idec 2002 - 2003
Skills
Financial Strategies, Asset Allocation, Wealth Management, Wealth Accumulation..., Income Protection, Portfolio Strategies, Estate Planning, Biopharmaceuticals, Oncology, Marketing Promotions, Integrated Brand..., Biotechnology, Rheumatology, Sales, Account Management, Sales Management, Business Analysis, Brand Management, Chemical Engineering, Production Process..., Project Management, Finance, Portfolio Management, Pharmaceutical Industry, Managed Care, Nephrology
Education
University of Wisconsin-Madison 1999 — 2001
Bachelor of Science (BSc), Chemical Engineering
Monash University 1997 — 1999
Bachelor of Science (BSc), Chemical Engineering
Stenbeck Jim Stenbeck Jim's Edward Jones Experience 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
UBS 2006 - 2008
Piper Jaffray 1992 - 2006
Education
Montana Tech of the University of Montana 1989 — 1992
BS, Business & Technology
Edward Jones 2008 - Present
UBS 2006 - 2008
Piper Jaffray 1992 - 2006
Education
Montana Tech of the University of Montana 1989 — 1992
BS, Business & Technology
Tim Tichy Tim Tichy's Edward Jones Experience February 2014 - December 2014
Job .
Industry Insurance
Experience
Physicians Mutual January 2015 - Present
Cabela's January 2015 - April 2015
Edward Jones February 2014 - December 2014
TnT Fit Camp February 2011 - March 2014
Three Rivers District Health Department April 2013 - October 2013
National Safety Council April 2005 - April 2013
Ponca Tribe of Nebraska November 2002 - April 2005
ACI Worldwide 1995 - 2002
Iowa Army National Guard June 1986 - August 2001
Skills
Nutrition, Fitness, Health, Policy, Annual Reports, Coaching, Promotions, Event Management, Budgeting, Strategic Planning, Problem Solving, Public Relations, Teaching, Conferences, Research, Planning, Writing, Administration, Microsoft Office, Volunteer Management, Supervisory Skills, Coordination, Customer Service, Excel, Health Promotion, Public Speaking, Word, PowerPoint, Social Media, Event Planning, Community Outreach, Outlook, Editing, Non-profits, Wellness, Advertising, Marketing Communications, Interviewing, Budgets, Team Building, Nonprofits, Community Development, Management, Staff Development, Program Development, Weight Training, Program Management, Newsletters, Prevention, Public Health
Education
Nebraska Methodist College 2000 — 2002
MS, Health Promotion
Northwest Missouri State University 1988 — 1992
BS, Recreation, Health & Fitness
Physicians Mutual January 2015 - Present
Cabela's January 2015 - April 2015
Edward Jones February 2014 - December 2014
TnT Fit Camp February 2011 - March 2014
Three Rivers District Health Department April 2013 - October 2013
National Safety Council April 2005 - April 2013
Ponca Tribe of Nebraska November 2002 - April 2005
ACI Worldwide 1995 - 2002
Iowa Army National Guard June 1986 - August 2001
Skills
Nutrition, Fitness, Health, Policy, Annual Reports, Coaching, Promotions, Event Management, Budgeting, Strategic Planning, Problem Solving, Public Relations, Teaching, Conferences, Research, Planning, Writing, Administration, Microsoft Office, Volunteer Management, Supervisory Skills, Coordination, Customer Service, Excel, Health Promotion, Public Speaking, Word, PowerPoint, Social Media, Event Planning, Community Outreach, Outlook, Editing, Non-profits, Wellness, Advertising, Marketing Communications, Interviewing, Budgets, Team Building, Nonprofits, Community Development, Management, Staff Development, Program Development, Weight Training, Program Management, Newsletters, Prevention, Public Health
Education
Nebraska Methodist College 2000 — 2002
MS, Health Promotion
Northwest Missouri State University 1988 — 1992
BS, Recreation, Health & Fitness
Garrett Boone's Edward Jones Experience February 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2008 - Present
Education
Moody Bible Institute 1995 — 1997
Bachelor of Education (B.Ed.), Counseling Psychology
Edward Jones February 2008 - Present
Education
Moody Bible Institute 1995 — 1997
Bachelor of Education (B.Ed.), Counseling Psychology
Jennifer McGillivary's Edward Jones Experience 2004 - 2008
Job Lecturer at University of Missouri St. Louis / Adjunct Faculty at St. Louis University
Industry Higher Education
Experience
University of Missouri - St. Louis 2012 - Present
Saint Louis University 2013 - Present
Better Business Bureau 2012 - Present
Financial Industry Regulatory Authority 2008 - Present
Maryville University January 2013 - December 2014
Edward Jones 2004 - 2008
Blackwell Sanders Peper Martin 2002 - 2004
U.S. District Court, E.D. Mo. 2000 - 2002
Skills
Adult Education, University Teaching, Distance Learning, Mediation, Arbitration, Securities Regulation, Business Ethics, Code of Ethics, Regulatory Compliance, Legal Compliance, Risk Assessment, Risk Management, Legal Research, Legal Writing, Career Development..., Classroom Instruction, Presentation Skills, Curriculum Design, Curriculum Development, Non-profit Volunteering, Piano Playing, Leadership, Fundraising
Education
St. Louis University 1997 — 2000
Doctor of Law (J.D.), Law
Murray State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of Missouri - St. Louis 2012 - Present
Saint Louis University 2013 - Present
Better Business Bureau 2012 - Present
Financial Industry Regulatory Authority 2008 - Present
Maryville University January 2013 - December 2014
Edward Jones 2004 - 2008
Blackwell Sanders Peper Martin 2002 - 2004
U.S. District Court, E.D. Mo. 2000 - 2002
Skills
Adult Education, University Teaching, Distance Learning, Mediation, Arbitration, Securities Regulation, Business Ethics, Code of Ethics, Regulatory Compliance, Legal Compliance, Risk Assessment, Risk Management, Legal Research, Legal Writing, Career Development..., Classroom Instruction, Presentation Skills, Curriculum Design, Curriculum Development, Non-profit Volunteering, Piano Playing, Leadership, Fundraising
Education
St. Louis University 1997 — 2000
Doctor of Law (J.D.), Law
Murray State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Katherine Giddens Katherine Giddens's Edward Jones Experience May 2008 - October 2011
Job Account Executive, TMobile
Industry Telecommunications
Experience
T-Mobile July 2015 - Present
Arbor Point Advisors, LLC. October 2013 - July 2015
Pacific Life November 2011 - October 2013
Edward Jones May 2008 - October 2011
Morningside College January 2011 - April 2011
Southwestern Company May 2010 - August 2010
Skills
Microsoft Excel, Outstanding Customer..., Leadership, Microsoft Office, Oral & Written..., Social Media, Time Management, Organization, Teamwork, Direct Sales, Fundraising, CRM, Training
Education
Morningside College 2007 — 2011
Bachelor's Degree, Business Administration and International Business
T-Mobile July 2015 - Present
Arbor Point Advisors, LLC. October 2013 - July 2015
Pacific Life November 2011 - October 2013
Edward Jones May 2008 - October 2011
Morningside College January 2011 - April 2011
Southwestern Company May 2010 - August 2010
Skills
Microsoft Excel, Outstanding Customer..., Leadership, Microsoft Office, Oral & Written..., Social Media, Time Management, Organization, Teamwork, Direct Sales, Fundraising, CRM, Training
Education
Morningside College 2007 — 2011
Bachelor's Degree, Business Administration and International Business
Jason Schaefer Jason Schaefer's Edward Jones Experience April 2007 - June 2008
Job Disability Claims Specialist at The Standard
Industry Financial Services
Experience
The Standard December 2013 - Present
The Standard October 2011 - December 2013
St. Anthony Village Senior Assisted Living June 2008 - October 2011
Edward Jones April 2007 - June 2008
Skills
Disability Insurance, Insurance, Employee Benefits, Requirements Gathering, 401k, Systems Analysis, Business Analysis, Retirement, Process Improvement, Data Analysis, Mutual Funds, Analysis
Education
Western Michigan University - Haworth College of Business 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Naropa University
Contemplative Psychotherapy
The Standard December 2013 - Present
The Standard October 2011 - December 2013
St. Anthony Village Senior Assisted Living June 2008 - October 2011
Edward Jones April 2007 - June 2008
Skills
Disability Insurance, Insurance, Employee Benefits, Requirements Gathering, 401k, Systems Analysis, Business Analysis, Retirement, Process Improvement, Data Analysis, Mutual Funds, Analysis
Education
Western Michigan University - Haworth College of Business 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Naropa University
Contemplative Psychotherapy
Eric Darnley's Edward Jones Experience August 2013 - August 2014
Job Regional Business Director at Cintas
Industry Facilities Services
Experience
Cintas August 2014 - Present
Edward Jones August 2013 - August 2014
Boy Scouts of America January 2013 - July 2013
Boston Scientific July 2011 - January 2013
Myers Industries April 2009 - July 2011
Myers Industries April 2008 - April 2009
Myers Industries November 2007 - April 2008
Cintas September 1997 - October 2007
Skills
Leadership, Business Development, Sales, Strategic Planning, Training, Management, Customer Service, Sales Operations, Sales Management, P&L Management, P&L Responsibility, Human Resources, Recruiting, Customer Satisfaction, Contract Negotiation, Customer Retention
Education
Muskingum College 1994 — 1997
BA, Accounting, Economics & Business
Cintas August 2014 - Present
Edward Jones August 2013 - August 2014
Boy Scouts of America January 2013 - July 2013
Boston Scientific July 2011 - January 2013
Myers Industries April 2009 - July 2011
Myers Industries April 2008 - April 2009
Myers Industries November 2007 - April 2008
Cintas September 1997 - October 2007
Skills
Leadership, Business Development, Sales, Strategic Planning, Training, Management, Customer Service, Sales Operations, Sales Management, P&L Management, P&L Responsibility, Human Resources, Recruiting, Customer Satisfaction, Contract Negotiation, Customer Retention
Education
Muskingum College 1994 — 1997
BA, Accounting, Economics & Business
Robert Fatzinger Robert Fatzinger's Edward Jones Experience 2014 - 2014
Job Trader at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group March 2015 - Present
Edward Jones 2014 - 2014
Newedge USA 2007 - 2014
MF Global 2005 - 2007
Gelber Group LLC 2005 - 2005
Rotella Capital Management 2001 - 2004
Crédit Agricole, Indosuez CAI, Carr Futures 1995 - 2001
Skills
Commodities, Derivatives Trading, Trading, Fixed Income, Currency, Foreign Exchange, Bonds, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Series 7, ETFs, CQG, Securities, Portfolio Strategies, Financial Analysis, Wealth Management, Futures Trading, Strategy Execution, Team Leadership, Options, Bloomberg, Proprietary Trading, Proprietary Systems, Hedging, Equities, Equity Derivatives, series 3, series 66, Commodity, Hedge Funds, Investments, Asset Management, Risk Management
Education
Muhlenberg College 1990 — 1993
Bachelor's Degree, Economics with Minor in Finance
Cetera Financial Group March 2015 - Present
Edward Jones 2014 - 2014
Newedge USA 2007 - 2014
MF Global 2005 - 2007
Gelber Group LLC 2005 - 2005
Rotella Capital Management 2001 - 2004
Crédit Agricole, Indosuez CAI, Carr Futures 1995 - 2001
Skills
Commodities, Derivatives Trading, Trading, Fixed Income, Currency, Foreign Exchange, Bonds, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Series 7, ETFs, CQG, Securities, Portfolio Strategies, Financial Analysis, Wealth Management, Futures Trading, Strategy Execution, Team Leadership, Options, Bloomberg, Proprietary Trading, Proprietary Systems, Hedging, Equities, Equity Derivatives, series 3, series 66, Commodity, Hedge Funds, Investments, Asset Management, Risk Management
Education
Muhlenberg College 1990 — 1993
Bachelor's Degree, Economics with Minor in Finance
Mark Vastine Mark Vastine's Edward Jones Experience 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
WORK IN PROGRESS January 2008 - February 2011
Cat's Language School August 2005 - May 2010
English Language Communication Services 2002 - 2008
Skills
Public Speaking, Teaching, Retirement Planning, Retirement, Wealth Management, Wealth, Financial Advisory, Investment Advisory, Strategic Financial..., Investments, Investment Strategies, Mutual Funds
Education
Yale University 1989 — 1993
BA, Literature, Theater
National Taiwan University
International Chinese Language Program
Middlebury College Summer Language Schools
Edward Jones 2011 - Present
WORK IN PROGRESS January 2008 - February 2011
Cat's Language School August 2005 - May 2010
English Language Communication Services 2002 - 2008
Skills
Public Speaking, Teaching, Retirement Planning, Retirement, Wealth Management, Wealth, Financial Advisory, Investment Advisory, Strategic Financial..., Investments, Investment Strategies, Mutual Funds
Education
Yale University 1989 — 1993
BA, Literature, Theater
National Taiwan University
International Chinese Language Program
Middlebury College Summer Language Schools
Robin Kessler-Braun Robin Kessler-Braun's Edward Jones Experience May 2000 - January 2005
Job Detail Minded Cabinet Designer | Independent Distributor at Young Living
Industry Design
Experience
Milwaukee Millwork May 2015 - Present
Young Living March 2015 - Present
Source 1 Project Solutions, Inc June 2014 - May 2015
Milwaukee Millwork September 2013 - May 2014
Closet Concepts June 2011 - September 2013
Mount Mary College September 2008 - May 2011
First Stage Children's Theater January 2011 - April 2011
The Little Gym International, Inc. January 2005 - March 2008
Edward Jones May 2000 - January 2005
Wisconsin Early Autism Project January 1999 - May 2000
Skills
AutoCAD, Interior Design, Rendering, Sketching, Hand Drafting, Concept Design, Cabinetry, Cabinet Vision, CAD, Architectural Drawings, Space planning, Furniture, Home Staging, Kitchen & Bath Design, Construction Drawings, Finish Selections, Submittals, Work Ethic, Residential Homes, Residential Design, Illustration, Furnishings, Renovation, Interior Architecture, Floor Plans, 3D rendering, 20/20 Design, Design Research, Finish, Commercial Interiors
Education
Mount Mary University 2008 — 2011
Bachelors, Interior Design
University of Wisconsin - Milwaukee 1994 — 1997
Graphic Design & Art Education
Milwaukee Millwork May 2015 - Present
Young Living March 2015 - Present
Source 1 Project Solutions, Inc June 2014 - May 2015
Milwaukee Millwork September 2013 - May 2014
Closet Concepts June 2011 - September 2013
Mount Mary College September 2008 - May 2011
First Stage Children's Theater January 2011 - April 2011
The Little Gym International, Inc. January 2005 - March 2008
Edward Jones May 2000 - January 2005
Wisconsin Early Autism Project January 1999 - May 2000
Skills
AutoCAD, Interior Design, Rendering, Sketching, Hand Drafting, Concept Design, Cabinetry, Cabinet Vision, CAD, Architectural Drawings, Space planning, Furniture, Home Staging, Kitchen & Bath Design, Construction Drawings, Finish Selections, Submittals, Work Ethic, Residential Homes, Residential Design, Illustration, Furnishings, Renovation, Interior Architecture, Floor Plans, 3D rendering, 20/20 Design, Design Research, Finish, Commercial Interiors
Education
Mount Mary University 2008 — 2011
Bachelors, Interior Design
University of Wisconsin - Milwaukee 1994 — 1997
Graphic Design & Art Education
Joe Spooner's Edward Jones Experience May 2004 - January 2011
Job Financial Advisor, Owner at Spooner Financial Group
Industry Financial Services
Experience
Spooner Financial Group January 2011 - Present
Edward Jones May 2004 - January 2011
Education
University of South Florida 1982 — 1987
BS, Management
National Louis University 1991 — 1993
Master of Science, Management
Spooner Financial Group January 2011 - Present
Edward Jones May 2004 - January 2011
Education
University of South Florida 1982 — 1987
BS, Management
National Louis University 1991 — 1993
Master of Science, Management
Victor Knysh Victor Knysh's Edward Jones Experience November 2012 - Present
Job Technical Consultant at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Edward Jones December 2001 - November 2012
Skills
Leadership, Software Architecture, Software Design, Software Development, Application..., Web Applications, Web Application Security, Java, Java Enterprise Edition, Linux, Perl, SDL Tridion, JDBC, iBatis, Web Content Management, Unix, CGI/Perl, Shell Scripting, RPM, WebLogic, Tomcat, PL/SQL, Oracle, SQL, SDLC, Visual Studio, .NET, XML, CQ, Information Security, Technical Support, Application Performance..., Business Analysis, Requirements Gathering, Requirements Analysis, Disaster Recovery, Integration, Network Security, Software Engineering
Education
Moscow Aviation Institute (State Technical University) (MAI) 1986 — 1992
Master of Science (MS), Electrical and Electronics Engineering
Edward Jones November 2012 - Present
Edward Jones December 2001 - November 2012
Skills
Leadership, Software Architecture, Software Design, Software Development, Application..., Web Applications, Web Application Security, Java, Java Enterprise Edition, Linux, Perl, SDL Tridion, JDBC, iBatis, Web Content Management, Unix, CGI/Perl, Shell Scripting, RPM, WebLogic, Tomcat, PL/SQL, Oracle, SQL, SDLC, Visual Studio, .NET, XML, CQ, Information Security, Technical Support, Application Performance..., Business Analysis, Requirements Gathering, Requirements Analysis, Disaster Recovery, Integration, Network Security, Software Engineering
Education
Moscow Aviation Institute (State Technical University) (MAI) 1986 — 1992
Master of Science (MS), Electrical and Electronics Engineering
Rollin F. Jackson, MBA, PhD (LtCol USMC) Rollin F. Jackson, MBA, PhD (LtCol USMC)'s Edward Jones Experience January 2008 - May 2012
Job Senior Organizational and Leadership Development Executive/Strategist
Industry Management Consulting
Experience
University of Missouri - College of Education August 2013 - Present
University of Phoenix - John Sperling School of Management June 2013 - Present
DeVry University/Keller Graduate School of Management October 2012 - Present
Guidepoint Global August 2012 - Present
CONNECT Springboard Program June 2012 - Present
RP November 2009 - Present
United States Marine Corps (Reserves) 1984 - Present
Greater St. Louis Area council Boy Scouts of America 2014 - 2015
Greater St. Louis Area council Boy Scouts of America 2014 - 2015
Edward Jones January 2008 - May 2012
Skills
Vice President, VP, Senior Vice President, SVP, Director, Board of Director..., Talent Acquisition, Talent Management, Strategic Planning, Operations Management, Business Operations..., Organizational..., Statistical Consulting, Enterprise Risk..., Six Sigma, Lean Six Sigma, Human Capital Management, Quality Auditing, Business Process..., Organizational..., Military Leadership, Military Operations, Adult Education, Business Strategy, Education Management, Training & Development, Risk Management, Risk Assessment, Professional Mentoring, Human Resource..., 360 Feedback, Performance Management, Educational Leadership, Personnel Management, Military, Lean Manufacturing, Human Resources, Leadership Development, Management, Leadership, Employee Training, Project Planning, Program Management, Process Improvement, Training, Organizational..., Policy, Change Management, Coaching, Analysis
Education
Command and Staff College, Marine Corps University 2006 — 2007
Graduate, Executive Leadership, Strategic and Operational Planning
University of Missouri-Columbia 1998 — 2006
PhD, Human Resources Education/Development
Webster University 1995 — 1996
MBA, Computer Resources and Information Management
Morehouse College 1989 — 1992
Bachelors of Arts, Accounting
University of Missouri - College of Education August 2013 - Present
University of Phoenix - John Sperling School of Management June 2013 - Present
DeVry University/Keller Graduate School of Management October 2012 - Present
Guidepoint Global August 2012 - Present
CONNECT Springboard Program June 2012 - Present
RP November 2009 - Present
United States Marine Corps (Reserves) 1984 - Present
Greater St. Louis Area council Boy Scouts of America 2014 - 2015
Greater St. Louis Area council Boy Scouts of America 2014 - 2015
Edward Jones January 2008 - May 2012
Skills
Vice President, VP, Senior Vice President, SVP, Director, Board of Director..., Talent Acquisition, Talent Management, Strategic Planning, Operations Management, Business Operations..., Organizational..., Statistical Consulting, Enterprise Risk..., Six Sigma, Lean Six Sigma, Human Capital Management, Quality Auditing, Business Process..., Organizational..., Military Leadership, Military Operations, Adult Education, Business Strategy, Education Management, Training & Development, Risk Management, Risk Assessment, Professional Mentoring, Human Resource..., 360 Feedback, Performance Management, Educational Leadership, Personnel Management, Military, Lean Manufacturing, Human Resources, Leadership Development, Management, Leadership, Employee Training, Project Planning, Program Management, Process Improvement, Training, Organizational..., Policy, Change Management, Coaching, Analysis
Education
Command and Staff College, Marine Corps University 2006 — 2007
Graduate, Executive Leadership, Strategic and Operational Planning
University of Missouri-Columbia 1998 — 2006
PhD, Human Resources Education/Development
Webster University 1995 — 1996
MBA, Computer Resources and Information Management
Morehouse College 1989 — 1992
Bachelors of Arts, Accounting
Craig Replogle Craig Replogle's Edward Jones Experience September 2006 - September 2011
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
USA Swimming 2014 - 2014
Edward Jones September 2006 - September 2011
Neurocrine Biosciences August 2005 - August 2006
Odyssey Pharmaceuticals August 2002 - August 2005
BOC Gases Nig. Plc September 2000 - August 2002
US Navy September 1992 - August 2000
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Wealth Management, Investments, Retirement Planning, Retirement, Investment Strategies, Insurance, Financial Analysis
Education
Leadership Hendricks County 2011 — 2011
National University 1999 — 2000
Master's degree, Business Administration and Management, General
University of Evansville 1988 — 1992
Bachelor of Science (BS), Business and Communications
East Central High School
Robert W. Baird & Co. September 2011 - Present
USA Swimming 2014 - 2014
Edward Jones September 2006 - September 2011
Neurocrine Biosciences August 2005 - August 2006
Odyssey Pharmaceuticals August 2002 - August 2005
BOC Gases Nig. Plc September 2000 - August 2002
US Navy September 1992 - August 2000
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Wealth Management, Investments, Retirement Planning, Retirement, Investment Strategies, Insurance, Financial Analysis
Education
Leadership Hendricks County 2011 — 2011
National University 1999 — 2000
Master's degree, Business Administration and Management, General
University of Evansville 1988 — 1992
Bachelor of Science (BS), Business and Communications
East Central High School
Steven Elder's Edward Jones Experience October 2005 - July 2009
Job General Manager at Campbell Tobacco Rehandling Company
Industry Tobacco
Experience
Campbell Tobacco Rehandling Company February 2013 - Present
Elder Wealth Management July 2009 - July 2013
City of Leitchfield January 2009 - July 2013
Edward Jones October 2005 - July 2009
Computer Task Group July 1999 - April 2005
Skills
Marketing Strategy, Project Planning, Program Management, Change Management, Project Management, Financial Analysis, Customer Service, Management, Strategic Planning, Public Speaking, Process Improvement, Leadership, Marketing, Business Analysis, Team Building, Team Leadership, Budgets, Analysis, Training, Cross-functional Team..., Negotiation, Operations Management, Account Management, Contract Negotiation, Sales, Organizational..., Coaching, Business Strategy, New Business Development, Sales Management, Business Development, Product Development, Entrepreneurship, Recruiting
Education
Murray State University 2001 — 2005
MBA, Economics and Finance
Graves County High School 1994 — 1998
Campbell Tobacco Rehandling Company February 2013 - Present
Elder Wealth Management July 2009 - July 2013
City of Leitchfield January 2009 - July 2013
Edward Jones October 2005 - July 2009
Computer Task Group July 1999 - April 2005
Skills
Marketing Strategy, Project Planning, Program Management, Change Management, Project Management, Financial Analysis, Customer Service, Management, Strategic Planning, Public Speaking, Process Improvement, Leadership, Marketing, Business Analysis, Team Building, Team Leadership, Budgets, Analysis, Training, Cross-functional Team..., Negotiation, Operations Management, Account Management, Contract Negotiation, Sales, Organizational..., Coaching, Business Strategy, New Business Development, Sales Management, Business Development, Product Development, Entrepreneurship, Recruiting
Education
Murray State University 2001 — 2005
MBA, Economics and Finance
Graves County High School 1994 — 1998
Renee Cockrell Renee Cockrell's Edward Jones Experience April 2013 - October 2013
Job Preschool Teacher
Industry Education Management
Experience
Discovery Corner Preschool September 2014 - Present
Advanced Montessori Preschool October 2013 - Present
Edward Jones April 2013 - October 2013
Bank of Montreal July 1993 - April 2013
Skills
Mortgage Lending, Credit, Banking, Wealth Management, Mutual Funds, Retirement Planning, Securities, Investment Strategies, Financial Advisory, Retirement, Team Leadership, Performance Management, Customer Service, Coaching, Team Building, Consumer Lending
Education
Mount Royal College 1995 — 1997
Social Work diploma
Discovery Corner Preschool September 2014 - Present
Advanced Montessori Preschool October 2013 - Present
Edward Jones April 2013 - October 2013
Bank of Montreal July 1993 - April 2013
Skills
Mortgage Lending, Credit, Banking, Wealth Management, Mutual Funds, Retirement Planning, Securities, Investment Strategies, Financial Advisory, Retirement, Team Leadership, Performance Management, Customer Service, Coaching, Team Building, Consumer Lending
Education
Mount Royal College 1995 — 1997
Social Work diploma
Sue Flannery Sue Flannery's Edward Jones Experience February 1993 - April 2009
Job President "SHINE"
Industry Fine Art
Experience
Self-employed September 2013 - Present
Suzanne Flannery Wealth Management May 2009 - July 2013
Edward Jones February 1993 - April 2009
Skills
Retirement Planning, Strategic Financial..., Investments, Series 7, Retirement, Wealth Management, Financial Advisory, Investment Advisory, Insurance, Mutual Funds, Long-term Care, Estate Planning, Fixed Annuities, Portfolio Management, Asset Allocation, Life Insurance, IRAs, Investment Strategies, Finance, Series 63
Education
National University 1982 — 1983
none, Business Administration and Management, General
University of Michigan-Flint 1975 — 1980
BSN, Registered Nursing/Registered Nurse
Self-employed September 2013 - Present
Suzanne Flannery Wealth Management May 2009 - July 2013
Edward Jones February 1993 - April 2009
Skills
Retirement Planning, Strategic Financial..., Investments, Series 7, Retirement, Wealth Management, Financial Advisory, Investment Advisory, Insurance, Mutual Funds, Long-term Care, Estate Planning, Fixed Annuities, Portfolio Management, Asset Allocation, Life Insurance, IRAs, Investment Strategies, Finance, Series 63
Education
National University 1982 — 1983
none, Business Administration and Management, General
University of Michigan-Flint 1975 — 1980
BSN, Registered Nursing/Registered Nurse
Kyle Lehman Kyle Lehman's Edward Jones Experience July 2010 - October 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Northside Chrysler October 2012 - February 2013
Edward Jones July 2010 - October 2012
Edward Jones Investments July 2010 - October 2012
Plateau Electric Inc April 2009 - July 2010
Suddenlink Communications April 2007 - April 2009
Skills
Financial Advisory, Financial Planning, Electrical Engineering, Computer Hardware, Computer Repair, A+ Certified, Broadband Networks, IP Networking, Network Operations, Computer Science, Cell Phone Repair, Mobile Communications, Broadband Technician, Cat5, Cable Modems, DSL, Wireless Networking, Office Management, Electrician, Web Design, eBay, Microsoft Office, Dreamweaver, JavaScript
Education
Mountain State University 2006 — 2007
Information Technology
Mountain State University
Bachelor of Science, Information Technology & Business Management
West Virginia Institute of Technology
Bachelor of Science, Electrical Engineering & Computer Science
Greater Beckley Christian School 2000 — 2005
High School Diploma
West Virginia University Institute of Technology
Associate's degree, Electrical Engineering / Computer Science
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Northside Chrysler October 2012 - February 2013
Edward Jones July 2010 - October 2012
Edward Jones Investments July 2010 - October 2012
Plateau Electric Inc April 2009 - July 2010
Suddenlink Communications April 2007 - April 2009
Skills
Financial Advisory, Financial Planning, Electrical Engineering, Computer Hardware, Computer Repair, A+ Certified, Broadband Networks, IP Networking, Network Operations, Computer Science, Cell Phone Repair, Mobile Communications, Broadband Technician, Cat5, Cable Modems, DSL, Wireless Networking, Office Management, Electrician, Web Design, eBay, Microsoft Office, Dreamweaver, JavaScript
Education
Mountain State University 2006 — 2007
Information Technology
Mountain State University
Bachelor of Science, Information Technology & Business Management
West Virginia Institute of Technology
Bachelor of Science, Electrical Engineering & Computer Science
Greater Beckley Christian School 2000 — 2005
High School Diploma
West Virginia University Institute of Technology
Associate's degree, Electrical Engineering / Computer Science
Peter D Sukeena Peter D Sukeena's Edward Jones Experience 2008 - 2009
Job Financial Advisor at MassMutual Albany
Industry Financial Services
Katie Moriarty Katie Moriarty's Edward Jones Experience September 2005 - May 2007
Job Operations Manager Maddux Media/Maddux Real Estate Group
Industry Marketing and Advertising
Experience
Glacier Sotheby's International Realty April 2014 - Present
Maddux Real Estate Group August 2010 - Present
Maddux Media Group May 2007 - Present
Edward Jones September 2005 - May 2007
Skills
Social Media, Social Media Marketing, Customer Service, Facebook, Public Speaking, Marketing, Advertising, Public Relations, Social Networking, Email Marketing, Strategic Planning, Online Advertising, Marketing Communications, Online Marketing, Copywriting, Small Business, Event Management
Education
The University of Montana 2000 — 2003
Communications
Montana State University-Billings
Communications
Glacier Sotheby's International Realty April 2014 - Present
Maddux Real Estate Group August 2010 - Present
Maddux Media Group May 2007 - Present
Edward Jones September 2005 - May 2007
Skills
Social Media, Social Media Marketing, Customer Service, Facebook, Public Speaking, Marketing, Advertising, Public Relations, Social Networking, Email Marketing, Strategic Planning, Online Advertising, Marketing Communications, Online Marketing, Copywriting, Small Business, Event Management
Education
The University of Montana 2000 — 2003
Communications
Montana State University-Billings
Communications
Anthony Valdez's Edward Jones Experience July 2011 - January 2013
Job FINANCIAL ADVISOR ASSOCIATE VICE PRESIDENT at JPMORGAN SECURITIES LLC
Industry Financial Services
Experience
JPMORGAN SECURITIES LLC September 2013 - Present
Professional Hospital Supply, Inc. June 2013 - September 2013
Quality palapas February 2013 - May 2013
Edward Jones July 2011 - January 2013
RadioShack September 2010 - June 2011
Palapa Guy July 2008 - July 2010
Skills
Consulting, Financial Services, Management, Cold Calling, Sales, Value Based Selling, Financial Advisory, B2B, Series 7, Solution Selling, Bilingual-English/Spanis..., Engaging Speaker
Education
Mt. San Jacinto Community College District 2008 — 2011
Associate of Arts (A.A.), Behavioral Sciences, 3.33
JPMORGAN SECURITIES LLC September 2013 - Present
Professional Hospital Supply, Inc. June 2013 - September 2013
Quality palapas February 2013 - May 2013
Edward Jones July 2011 - January 2013
RadioShack September 2010 - June 2011
Palapa Guy July 2008 - July 2010
Skills
Consulting, Financial Services, Management, Cold Calling, Sales, Value Based Selling, Financial Advisory, B2B, Series 7, Solution Selling, Bilingual-English/Spanis..., Engaging Speaker
Education
Mt. San Jacinto Community College District 2008 — 2011
Associate of Arts (A.A.), Behavioral Sciences, 3.33
Margarita Brown Margarita Brown's Edward Jones Experience September 2007 - August 2008
Job Software Support Analyst
Industry Information Technology and Services
Experience
Datamyx April 2014 - Present
Campus Management Corp April 2013 - November 2013
Kaplan University October 2012 - March 2013
Institute of Technology Inc June 2011 - April 2012
Nova Southeastern University May 2009 - January 2011
Coldwell Banker August 2008 - May 2009
Edward Jones September 2007 - August 2008
AT&T Advertising & Publishing Co June 2004 - September 2007
JDi Data Corporation November 2003 - June 2004
Skills
Relocation, Microsoft Office, Outlook, Microsoft Excel, Lotus Notes, Customer Service, PowerPoint, Microsoft Word, Training, Sales, Visio, Coaching, Leadership, Business Analysis, Program Management
Education
Nova Southeastern University 2009 — 2011
Bachelor of Science, Business Administration
Monroe College 1986 — 1987
Associates of Science, Management Accounting
Nova Southeastern University
Masters, Management Information Systems
Datamyx April 2014 - Present
Campus Management Corp April 2013 - November 2013
Kaplan University October 2012 - March 2013
Institute of Technology Inc June 2011 - April 2012
Nova Southeastern University May 2009 - January 2011
Coldwell Banker August 2008 - May 2009
Edward Jones September 2007 - August 2008
AT&T Advertising & Publishing Co June 2004 - September 2007
JDi Data Corporation November 2003 - June 2004
Skills
Relocation, Microsoft Office, Outlook, Microsoft Excel, Lotus Notes, Customer Service, PowerPoint, Microsoft Word, Training, Sales, Visio, Coaching, Leadership, Business Analysis, Program Management
Education
Nova Southeastern University 2009 — 2011
Bachelor of Science, Business Administration
Monroe College 1986 — 1987
Associates of Science, Management Accounting
Nova Southeastern University
Masters, Management Information Systems
Gisele F. Miller Gisele F. Miller's Edward Jones Experience 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2010 - Present
Scientific Image Center Management/Lifestyle Lift 2006 - August 2010
Scientific Image Center 2006 - July 2009
Lifestyle Lift / Scientific Image Center 2006 - January 2009
LA Weight Loss 2002 - 2005
Barbizon 1980 - 2003
Skills
Strategic Financial..., Leadership, Management, Strategic Planning, Customer Retention, Strategy, Sales Management, New Business Development, Recruiting, Sales, Retirement Planning, Team Leadership, CRM, Sales Operations, Business Planning, Financial Analysis, Training, Marketing, Business Development, Finance, Coaching, Customer Service, Marketing Strategy, Team Building, Change Management, Life Insurance, Vendor Management, Selling, Healthcare, Portfolio Management, Customer Satisfaction, Team Management, Process Improvement, Contract Negotiation, Direct Sales, Operations Management, Negotiation, Call Centers, Analysis, Cross-functional Team..., Leadership Development, Risk Management, Business Analysis, Investments, Project Planning, Business Strategy, Account Management, Budgets, Performance Management, Small Business
Education
Montana State University-Billings
Business Management
Edward Jones 2010 - Present
Scientific Image Center Management/Lifestyle Lift 2006 - August 2010
Scientific Image Center 2006 - July 2009
Lifestyle Lift / Scientific Image Center 2006 - January 2009
LA Weight Loss 2002 - 2005
Barbizon 1980 - 2003
Skills
Strategic Financial..., Leadership, Management, Strategic Planning, Customer Retention, Strategy, Sales Management, New Business Development, Recruiting, Sales, Retirement Planning, Team Leadership, CRM, Sales Operations, Business Planning, Financial Analysis, Training, Marketing, Business Development, Finance, Coaching, Customer Service, Marketing Strategy, Team Building, Change Management, Life Insurance, Vendor Management, Selling, Healthcare, Portfolio Management, Customer Satisfaction, Team Management, Process Improvement, Contract Negotiation, Direct Sales, Operations Management, Negotiation, Call Centers, Analysis, Cross-functional Team..., Leadership Development, Risk Management, Business Analysis, Investments, Project Planning, Business Strategy, Account Management, Budgets, Performance Management, Small Business
Education
Montana State University-Billings
Business Management
Carol Decker Carol Decker's Edward Jones Experience August 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2009 - Present
New Life Church January 2003 - Present
South Point Plumbing June 2007 - August 2009
Orland Park Christian Preschool August 1993 - May 1994
Schaaf Glass July 1986 - January 1992
Skills
Office Administration, Computer Science, Worship Leading, Customer Relations, Market Planning, Moms, Programming, Drama, Computer Graphics, Customer Service, Event Planning, Discipleship, Volunteer Management, Nonprofits, Pastoral Care, Fundraising, Teaching, Community Outreach, Religion, Theology, Preaching, Team Building, Public Speaking, Microsoft Excel, Leadership Development
Education
Moraine Valley Community College 1985 — 1987
AAS, Computer Programing; Early Childhood
Chicago Christian High School 1981 — 1985
Edward Jones August 2009 - Present
New Life Church January 2003 - Present
South Point Plumbing June 2007 - August 2009
Orland Park Christian Preschool August 1993 - May 1994
Schaaf Glass July 1986 - January 1992
Skills
Office Administration, Computer Science, Worship Leading, Customer Relations, Market Planning, Moms, Programming, Drama, Computer Graphics, Customer Service, Event Planning, Discipleship, Volunteer Management, Nonprofits, Pastoral Care, Fundraising, Teaching, Community Outreach, Religion, Theology, Preaching, Team Building, Public Speaking, Microsoft Excel, Leadership Development
Education
Moraine Valley Community College 1985 — 1987
AAS, Computer Programing; Early Childhood
Chicago Christian High School 1981 — 1985
Adam Schrader Adam Schrader's Edward Jones Experience April 2006 - January 2009
Job Faculty Recruiter at Apollo Group
Industry Higher Education
Experience
Apollo Group November 2009 - Present
University of Phoenix November 2009 - Present
University of Phoenix March 2009 - November 2009
Edward Jones April 2006 - January 2009
Olive Garden December 2004 - January 2006
International Bank May 2003 - August 2003
Edward Jones September 2002 - April 2003
Olive Garden September 2001 - March 2003
Education
Nebraska Wesleyan University 2000 — 2005
B. S, Business Administration
University of Phoenix
Master, Business Administration
Apollo Group November 2009 - Present
University of Phoenix November 2009 - Present
University of Phoenix March 2009 - November 2009
Edward Jones April 2006 - January 2009
Olive Garden December 2004 - January 2006
International Bank May 2003 - August 2003
Edward Jones September 2002 - April 2003
Olive Garden September 2001 - March 2003
Education
Nebraska Wesleyan University 2000 — 2005
B. S, Business Administration
University of Phoenix
Master, Business Administration
Robert Dambrauskas Robert Dambrauskas's Edward Jones Experience 2012 - 2015
Job The Frieda and Bob Show at Retired Inc.
Industry Nanotechnology
Experience
Retired Inc. May 2012 - Present
Edward Jones 2012 - 2015
Edward Jones 2012 - 2015
Edward Jones 2012 - 2015
Rochester Precision Optics April 2010 - May 2012
Syntec Optics January 2009 - April 2010
QED Technologies February 2006 - January 2009
Eastman Kodak Company January 1997 - January 2005
Eastman Kodak Company January 1982 - January 1997
Eastman Kodak Company January 1978 - January 1981
Skills
Optics, Optical Engineering, Manufacturing, Product Development, Troubleshooting, Machining, Interferometry, Machine Tools
Education
Monroe Community College
AAS degree, Optical Engineering Technology
Monroe Community College
AS degree, Liberal Arts
Retired Inc. May 2012 - Present
Edward Jones 2012 - 2015
Edward Jones 2012 - 2015
Edward Jones 2012 - 2015
Rochester Precision Optics April 2010 - May 2012
Syntec Optics January 2009 - April 2010
QED Technologies February 2006 - January 2009
Eastman Kodak Company January 1997 - January 2005
Eastman Kodak Company January 1982 - January 1997
Eastman Kodak Company January 1978 - January 1981
Skills
Optics, Optical Engineering, Manufacturing, Product Development, Troubleshooting, Machining, Interferometry, Machine Tools
Education
Monroe Community College
AAS degree, Optical Engineering Technology
Monroe Community College
AS degree, Liberal Arts
Patrick Conomy Patrick Conomy's Edward Jones Experience May 2010 - November 2010
Job Business Development Manager at Libertyville Corporate Apartments
Industry Publishing
Experience
Mundelein Corporate Apartments 1998 - Present
Back to Bed / Mattress Inc. April 2012 - August 2012
Back to Bed, Inc. September 2011 - February 2012
Edward Jones May 2010 - November 2010
EBSCO April 1999 - February 2010
Miami Systems 1994 - 1999
Moore Corporation August 1993 - December 1993
Moore Corporation August 1991 - July 1993
Skills
New Business Development, Telemarketing, Account Management, Key Account Development, Cold Calling, Sales, Marketing Strategy, Marketing Communications, Budgets, Contract Negotiation, B2B, Customer Service, Training, Selling, Team Leadership, Leadership, Coaching, Management, Advertising, Team Building, Marketing, Strategic Planning, Competitive Analysis, Customer Retention, Customer Satisfaction, Sales Presentations, Retail, Integrated Marketing, Small Business, Sales Operations, Entrepreneurship
Education
University of Illinois at Chicago 1987 — 1991
Bachelor of Arts, English
New College of Florida 1989 — 1989
Mundelein Corporate Apartments 1998 - Present
Back to Bed / Mattress Inc. April 2012 - August 2012
Back to Bed, Inc. September 2011 - February 2012
Edward Jones May 2010 - November 2010
EBSCO April 1999 - February 2010
Miami Systems 1994 - 1999
Moore Corporation August 1993 - December 1993
Moore Corporation August 1991 - July 1993
Skills
New Business Development, Telemarketing, Account Management, Key Account Development, Cold Calling, Sales, Marketing Strategy, Marketing Communications, Budgets, Contract Negotiation, B2B, Customer Service, Training, Selling, Team Leadership, Leadership, Coaching, Management, Advertising, Team Building, Marketing, Strategic Planning, Competitive Analysis, Customer Retention, Customer Satisfaction, Sales Presentations, Retail, Integrated Marketing, Small Business, Sales Operations, Entrepreneurship
Education
University of Illinois at Chicago 1987 — 1991
Bachelor of Arts, English
New College of Florida 1989 — 1989
Timothy P. Lofton, AAMS®'s Edward Jones Experience February 1995 - April 2003
Job Senior Vice President & Founding Partner
Industry Financial Services
Experience
The Cornerstone Group April 2003 - Present
United States Army Reserve May 1989 - August 2006
Edward Jones February 1995 - April 2003
Skills
Wealth Management, Retirement, Securities, Risk Management, Financial Planning, Financial Services, Financial Advisory, Retirement Planning, Portfolio Management, High Net Worth..., Coaching, Nonprofits, Succession Planning, Marketing Strategy, Budgets, Leadership, Marketing, Team Building, Time Management, Event Planning, Strategic Planning, Public Speaking, Customer Service, Finance, Investments, Insurance, Microsoft Office, Social Media, Small Business, Sales Management, Management, Strategy, Strategic Partnerships
Education
Morehead State University 1987 — 1992
BS in Business, Minor in Military Science, Finance
Wright State University 1994 — 1995
Certified Financial Planner Curriculum (CFP)
The Cornerstone Group April 2003 - Present
United States Army Reserve May 1989 - August 2006
Edward Jones February 1995 - April 2003
Skills
Wealth Management, Retirement, Securities, Risk Management, Financial Planning, Financial Services, Financial Advisory, Retirement Planning, Portfolio Management, High Net Worth..., Coaching, Nonprofits, Succession Planning, Marketing Strategy, Budgets, Leadership, Marketing, Team Building, Time Management, Event Planning, Strategic Planning, Public Speaking, Customer Service, Finance, Investments, Insurance, Microsoft Office, Social Media, Small Business, Sales Management, Management, Strategy, Strategic Partnerships
Education
Morehead State University 1987 — 1992
BS in Business, Minor in Military Science, Finance
Wright State University 1994 — 1995
Certified Financial Planner Curriculum (CFP)
Lauren Hines's Edward Jones Experience December 2008 - August 2009
Job Teacher at Murray Independent School District
Industry Primary/Secondary Education
Experience
Murray Independent School District August 2010 - Present
Edward Jones December 2008 - August 2009
Skills
secondary education, Language Teaching, Teaching English as a..., Curriculum Development, International Relations, French, Teaching, Social Studies, Educational Technology, ESL
Education
Murray State University 2011 — 2013
Master of Education (MEd), Secondary Education and Teaching
University of Kentucky 2007 — 2008
Master of Arts (M.A.), Diplomacy and International Commerice
Murray State University 2003 — 2007
Bachelor's Degree, Liberal Arts and Spanish
Murray Independent School District August 2010 - Present
Edward Jones December 2008 - August 2009
Skills
secondary education, Language Teaching, Teaching English as a..., Curriculum Development, International Relations, French, Teaching, Social Studies, Educational Technology, ESL
Education
Murray State University 2011 — 2013
Master of Education (MEd), Secondary Education and Teaching
University of Kentucky 2007 — 2008
Master of Arts (M.A.), Diplomacy and International Commerice
Murray State University 2003 — 2007
Bachelor's Degree, Liberal Arts and Spanish
Jeff Hickey Jeff Hickey's Edward Jones Experience 1999 - 2006
Job Program Management Consultant at Ameren
Industry Information Technology and Services
Experience
Ameren August 2015 - Present
Signature Consultants January 2015 - Present
IBM April 2011 - June 2013
Rose International November 2010 - April 2011
Talentporte, Inc. June 2010 - September 2010
Self Employed October 2008 - September 2010
Belcan TechServices August 2007 - October 2008
Edward Jones 1999 - 2006
Emerson 1983 - 1999
Texas Instruments 1981 - 1983
Skills
SDLC, Team Leadership, Project Management, ERP, Software Development, Team Building, Databases, Integration, IT Management, Vendor Management, Business Analysis, Leadership, PMO, Systems Analysis, System Deployment, System Administration, Project Portfolio..., MS Project, IT Outsourcing, Service Delivery, IT Infrastructure..., Governance, Solution Architecture, Enterprise Architecture, Resource Management, Change Management, xSeries, pSeries, Mainframe, VMware ESX, Outsourcing, IT Service Management, Program Management, Process Improvement, Business Intelligence, Servers, IT Strategy, Disaster Recovery, Infrastructure
Education
Southern Illinois University, Carbondale 1977 — 1981
B.S., Business Administraction, Information Technology Concentration
Moraine Valley Community College 1976 — 1976
Accounting
Ameren August 2015 - Present
Signature Consultants January 2015 - Present
IBM April 2011 - June 2013
Rose International November 2010 - April 2011
Talentporte, Inc. June 2010 - September 2010
Self Employed October 2008 - September 2010
Belcan TechServices August 2007 - October 2008
Edward Jones 1999 - 2006
Emerson 1983 - 1999
Texas Instruments 1981 - 1983
Skills
SDLC, Team Leadership, Project Management, ERP, Software Development, Team Building, Databases, Integration, IT Management, Vendor Management, Business Analysis, Leadership, PMO, Systems Analysis, System Deployment, System Administration, Project Portfolio..., MS Project, IT Outsourcing, Service Delivery, IT Infrastructure..., Governance, Solution Architecture, Enterprise Architecture, Resource Management, Change Management, xSeries, pSeries, Mainframe, VMware ESX, Outsourcing, IT Service Management, Program Management, Process Improvement, Business Intelligence, Servers, IT Strategy, Disaster Recovery, Infrastructure
Education
Southern Illinois University, Carbondale 1977 — 1981
B.S., Business Administraction, Information Technology Concentration
Moraine Valley Community College 1976 — 1976
Accounting
Brandon Arguelles's Edward Jones Experience June 2015 - August 2015
Job
Industry Security and Investigations
Experience
University of Central Florida 2013 - Present
Allied Barton Security Services January 2006 - Present
Edward Jones June 2015 - August 2015
College Republicans UCF 2013 - 2015
College Republicans UCF 2013 - 2015
The Villas At Signal Hill September 2007 - July 2014
Mountain State University 2009 - 2012
Valor Security Services May 2000 - January 2009
Infantry December 1999 - December 2006
Skills
Time Management, Emergency Management, Physical Security, Supervisory Skills, Microsoft Office, Access Control, Leadership, Data Entry, First Aid, PowerPoint, Basic Accounting, Finance Fundamentals, Business Continuity, Planning..., Fundraising, Project Management, Minutes Taking, Customer Service, Corporate Security, Public Speaking, Social Media, Microsoft Excel
Education
University of Central Florida 2012 — 2015
B.S.B.A, Economics, Finance
Seminole State College 2010 — 2012
Associate of Arts (A.A.),Certificate Financial Operations, Business Administration and Management, General
Frederick Community College 2009 — 2012
Emergency Management
Mountain State University 2007 — 2011
BS, Organizational Leadership
University of Central Florida 2013 - Present
Allied Barton Security Services January 2006 - Present
Edward Jones June 2015 - August 2015
College Republicans UCF 2013 - 2015
College Republicans UCF 2013 - 2015
The Villas At Signal Hill September 2007 - July 2014
Mountain State University 2009 - 2012
Valor Security Services May 2000 - January 2009
Infantry December 1999 - December 2006
Skills
Time Management, Emergency Management, Physical Security, Supervisory Skills, Microsoft Office, Access Control, Leadership, Data Entry, First Aid, PowerPoint, Basic Accounting, Finance Fundamentals, Business Continuity, Planning..., Fundraising, Project Management, Minutes Taking, Customer Service, Corporate Security, Public Speaking, Social Media, Microsoft Excel
Education
University of Central Florida 2012 — 2015
B.S.B.A, Economics, Finance
Seminole State College 2010 — 2012
Associate of Arts (A.A.),Certificate Financial Operations, Business Administration and Management, General
Frederick Community College 2009 — 2012
Emergency Management
Mountain State University 2007 — 2011
BS, Organizational Leadership
Steven Brackman's Edward Jones Experience March 2012 - November 2014
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Edward Jones March 2012 - November 2014
Vistar, A PFG Company January 2010 - January 2012
Coca-Cola Bottling Co. Consolidated August 1999 - January 2010
Coca-Cola Enterprises August 1995 - August 1999
Education
Morehead State University 1987 — 1993
BBA, Marketing
Paul G Blazer High School 1984 — 1987
Wells Fargo Advisors November 2014 - Present
Edward Jones March 2012 - November 2014
Vistar, A PFG Company January 2010 - January 2012
Coca-Cola Bottling Co. Consolidated August 1999 - January 2010
Coca-Cola Enterprises August 1995 - August 1999
Education
Morehead State University 1987 — 1993
BBA, Marketing
Paul G Blazer High School 1984 — 1987
George Hemmerde George Hemmerde's Edward Jones Experience January 1999 - May 2000
Job Principal WCS Architect at NTT DATA Corporation
Industry Retail
Experience
NTT DATA Corporation April 2014 - Present
INSA (IBM) April 2013 - May 2014
Scotts and Co February 2010 - February 2013
Spindrift 2013 - 2013
Home Depot (now HDSupply) January 2006 - February 2010
SAIC May 2005 - May 2006
StoneFly Networks January 2004 - May 2005
Homerelay (VTech) May 2000 - January 2004
Dacapo September 2003 - December 2003
Edward Jones January 1999 - May 2000
Skills
WCS, Endeca, Java, JSP, Struts, Web Services, Websphere, IBM Websphere Commerce, XML, C, E-commerce, Integration, Java Enterprise Edition, J2EE Application..., JavaScript, Linux, Microsoft SQL Server, MySQL, OOP, Oracle, Perl, PostgreSQL, SOA, SQL, Spring, Spring Framework, UML, Unix, Virtualization, Web Applications, WebSphere, Weblogic, DB2, HTML, Databases
Education
National University 2003 — 2004
MS, Computer Science
Saint Louis University 1994 — 1998
BS, Computer Science
NTT DATA Corporation April 2014 - Present
INSA (IBM) April 2013 - May 2014
Scotts and Co February 2010 - February 2013
Spindrift 2013 - 2013
Home Depot (now HDSupply) January 2006 - February 2010
SAIC May 2005 - May 2006
StoneFly Networks January 2004 - May 2005
Homerelay (VTech) May 2000 - January 2004
Dacapo September 2003 - December 2003
Edward Jones January 1999 - May 2000
Skills
WCS, Endeca, Java, JSP, Struts, Web Services, Websphere, IBM Websphere Commerce, XML, C, E-commerce, Integration, Java Enterprise Edition, J2EE Application..., JavaScript, Linux, Microsoft SQL Server, MySQL, OOP, Oracle, Perl, PostgreSQL, SOA, SQL, Spring, Spring Framework, UML, Unix, Virtualization, Web Applications, WebSphere, Weblogic, DB2, HTML, Databases
Education
National University 2003 — 2004
MS, Computer Science
Saint Louis University 1994 — 1998
BS, Computer Science
Macy Smith's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Impel Pilates & Yoga Studio December 2014 - May 2015
Braxton Tower WVU August 2014 - May 2015
Sears, Roebuck and Co. April 2014 - September 2014
Creative Arts Center WVU January 2013 - May 2014
Franklin Area School District May 2013 - August 2013
Franklin Area School District May 2012 - August 2012
Amazing Foods Catering & Cafe May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Customer Service, Teamwork, Social Media, Event Planning, Microsoft Office, Public Speaking, Research, Time Management, Sales
Education
West Virginia University 2012 — 2015
Bachelor of Arts (BA), Communication Studies
Mount Aloysius College 2010 — 2012
Edward Jones May 2015 - Present
Impel Pilates & Yoga Studio December 2014 - May 2015
Braxton Tower WVU August 2014 - May 2015
Sears, Roebuck and Co. April 2014 - September 2014
Creative Arts Center WVU January 2013 - May 2014
Franklin Area School District May 2013 - August 2013
Franklin Area School District May 2012 - August 2012
Amazing Foods Catering & Cafe May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Customer Service, Teamwork, Social Media, Event Planning, Microsoft Office, Public Speaking, Research, Time Management, Sales
Education
West Virginia University 2012 — 2015
Bachelor of Arts (BA), Communication Studies
Mount Aloysius College 2010 — 2012
Lori Ann Farris Lori Ann Farris's Edward Jones Experience April 2011 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Jamberry Nails April 2014 - Present
Edward Jones April 2011 - Present
Artistic Minds - AMi July 2003 - April 2011
KFC, Taco Bell and Pizza Hut January 1996 - January 2003
Skills
Budgets, Project Management, Marketing Communications, Customer Service, Account Management, Recruiting, Food Service, Team Building, Hospitality, Advertising, Restaurant Management, Coaching, Analysis, Leadership
Education
Mount Saint Vincent University 1991 — 1995
BTHM, Tourism & Hospitality Management
Mount Saint Vincent University 1991 — 1995
Bachelor; Certificate, Tourism and Hospitality; Business
Jamberry Nails April 2014 - Present
Edward Jones April 2011 - Present
Artistic Minds - AMi July 2003 - April 2011
KFC, Taco Bell and Pizza Hut January 1996 - January 2003
Skills
Budgets, Project Management, Marketing Communications, Customer Service, Account Management, Recruiting, Food Service, Team Building, Hospitality, Advertising, Restaurant Management, Coaching, Analysis, Leadership
Education
Mount Saint Vincent University 1991 — 1995
BTHM, Tourism & Hospitality Management
Mount Saint Vincent University 1991 — 1995
Bachelor; Certificate, Tourism and Hospitality; Business
Scott Wolff's Edward Jones Experience January 2000 - August 2010
Job Sr. Account Manager at UOP
Industry Oil & Energy
Experience
UOP May 2015 - Present
GE Oil & Gas December 2012 - Present
GE May 2012 - December 2012
Baker Hughes March 2011 - May 2012
Edward Jones January 2000 - August 2010
Nabors Industries March 1993 - June 1998
Skills
Leadership, Training, Judgment and Decision..., Speech Recognition, Oil, Gas, Engineering, Sales Management, New Business Development, Sales Engineering, Sales Process, Petroleum, Account Management, Product Management, Management, Analysis, Sales, Key Account Management, Troubleshooting, Manufacturing, Business Development, Strategy, Energy, Contract Negotiation
Education
Webster University 2009 — 2011
MBA, Finance
Montana Tech of the University of Montana 1997 — 2000
Bachelor of Applied Science, Business
Montana Tech of the University of Montana 1997 — 1999
Associate of Applied Science, Engineering Technology (Petroleum Engineering)
UOP May 2015 - Present
GE Oil & Gas December 2012 - Present
GE May 2012 - December 2012
Baker Hughes March 2011 - May 2012
Edward Jones January 2000 - August 2010
Nabors Industries March 1993 - June 1998
Skills
Leadership, Training, Judgment and Decision..., Speech Recognition, Oil, Gas, Engineering, Sales Management, New Business Development, Sales Engineering, Sales Process, Petroleum, Account Management, Product Management, Management, Analysis, Sales, Key Account Management, Troubleshooting, Manufacturing, Business Development, Strategy, Energy, Contract Negotiation
Education
Webster University 2009 — 2011
MBA, Finance
Montana Tech of the University of Montana 1997 — 2000
Bachelor of Applied Science, Business
Montana Tech of the University of Montana 1997 — 1999
Associate of Applied Science, Engineering Technology (Petroleum Engineering)
Dustin Shafer's Edward Jones Experience May 2000 - May 2003
Job Owner, Shafer Financial Group
Industry Investment Management
Experience
Shafer Financial Group May 2008 - Present
JPMorgan Chase May 2003 - May 2008
Edward Jones May 2000 - May 2003
Skills
Series 66, Retirement Planning, Series 7, 401k Rollovers, Retirement Income..., Wealth Preservation..., Wealth Accumulation, Comprehensive Wealth..., Insurance Planning, Wealth Management, Investment Advisory, Asset Allocation, IRA's, Financial Advice, College Savings Plans, Retirement, Financial Advisory, Wealth Transfer, Investment Strategies, Annuities, Financial Planning, Managed Money, Roth IRA, Mutual Funds, High Net Worth..., Trust Services, Investment Products, Estate Planning, Wealth, Securities, Charitable Giving, Separately Managed..., Series 63, ETFs
Education
Montana State University-Bozeman 1996 — 2000
Bachelor of Science, Finance
Shafer Financial Group May 2008 - Present
JPMorgan Chase May 2003 - May 2008
Edward Jones May 2000 - May 2003
Skills
Series 66, Retirement Planning, Series 7, 401k Rollovers, Retirement Income..., Wealth Preservation..., Wealth Accumulation, Comprehensive Wealth..., Insurance Planning, Wealth Management, Investment Advisory, Asset Allocation, IRA's, Financial Advice, College Savings Plans, Retirement, Financial Advisory, Wealth Transfer, Investment Strategies, Annuities, Financial Planning, Managed Money, Roth IRA, Mutual Funds, High Net Worth..., Trust Services, Investment Products, Estate Planning, Wealth, Securities, Charitable Giving, Separately Managed..., Series 63, ETFs
Education
Montana State University-Bozeman 1996 — 2000
Bachelor of Science, Finance
Rosalind Staley's Edward Jones Experience February 2011 - August 2015
Job Senior Executive Assistant
Industry Human Resources
Experience
Rubicon Project September 2015 - Present
Edward Jones February 2011 - August 2015
Les Mills US (LMUS) 2015 - 2015
Headroom October 2002 - January 2010
Big Sky Racks 1995 - 1999
Skills
Social Media, Leadership, Event Management, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Strategic Planning, Marketing, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Securities, Investments
Education
Montana State University-Bozeman 2008 — 2010
Design/General
Bozeman High
High School
Rubicon Project September 2015 - Present
Edward Jones February 2011 - August 2015
Les Mills US (LMUS) 2015 - 2015
Headroom October 2002 - January 2010
Big Sky Racks 1995 - 1999
Skills
Social Media, Leadership, Event Management, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Strategic Planning, Marketing, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Securities, Investments
Education
Montana State University-Bozeman 2008 — 2010
Design/General
Bozeman High
High School
Jill McCray Jill McCray's Edward Jones Experience February 2015 - Present
Job BRANCH OFFICE ADMINISTRATOR
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Skills
Administrative..., Financial Assistance, Marketing, Customer Service, Social Media Marketing
Education
National College 1978 — 1980
Associate of Arts (A.A.), Legal Administrative Assistant/Secretary
Edward Jones February 2015 - Present
Skills
Administrative..., Financial Assistance, Marketing, Customer Service, Social Media Marketing
Education
National College 1978 — 1980
Associate of Arts (A.A.), Legal Administrative Assistant/Secretary
Joseph Pedersen, CIMA®, MBA Joseph Pedersen, CIMA®, MBA's Edward Jones Experience March 2009 - February 2011
Job Portfolio Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2014 - Present
Prudential Financial February 2011 - December 2013
Edward Jones March 2009 - February 2011
Skills
Investment Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Sales, Mutual Funds, Variable Annuities, Financial Planning, Presentation Skills, Marketing, Training & Development, Series 7
Education
Quinnipiac University
Master of Business Administration (MBA), Finance - CFA
New England Institute of Technology
Bachelor of Business Administration (B.B.A.), Business Software - Finance Concentration
Prudential Financial January 2014 - Present
Prudential Financial February 2011 - December 2013
Edward Jones March 2009 - February 2011
Skills
Investment Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Sales, Mutual Funds, Variable Annuities, Financial Planning, Presentation Skills, Marketing, Training & Development, Series 7
Education
Quinnipiac University
Master of Business Administration (MBA), Finance - CFA
New England Institute of Technology
Bachelor of Business Administration (B.B.A.), Business Software - Finance Concentration
Taura Whitehead's Edward Jones Experience October 1997 - March 2011
Job Franchisee at Planet Beach Contempo Spa
Industry Health, Wellness and Fitness
Experience
Planet Beach Contempo Spa February 2012 - Present
Edward Jones October 1997 - March 2011
Skills
Franchising, Customer Service, Small Business, Franchise Consulting, Sales, Marketing Strategy, Social Media Marketing, Coaching, Leadership, Social Networking, Entrepreneurship, Marketing, Team Building, Strategic Planning, Sales Management
Education
Modesto Junior College
Turlock High School
Planet Beach Contempo Spa February 2012 - Present
Edward Jones October 1997 - March 2011
Skills
Franchising, Customer Service, Small Business, Franchise Consulting, Sales, Marketing Strategy, Social Media Marketing, Coaching, Leadership, Social Networking, Entrepreneurship, Marketing, Team Building, Strategic Planning, Sales Management
Education
Modesto Junior College
Turlock High School
Brice Marsh's Edward Jones Experience May 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
AIG November 2014 - January 2015
Novartis December 2002 - April 2014
Pharmacia pharmaceuticals December 2001 - December 2002
Enterprise Rent-A-Car May 2001 - October 2002
Channel 43 Hopkinsville/Clarksville August 1999 - April 2001
Skills
Sales Effectiveness, Management, Product Launch, Sales, Customer Service, Sales Management, Strategic Planning, Strategy, Team Building, Marketing, Leadership, Healthcare, Microsoft Office, Public Speaking, Cold Calling
Education
Murray State University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Broadcast Journalism
Murray State University
Bachelor of Applied Science (B.A.Sc.), Broadcast Journalism
Edward Jones May 2015 - Present
AIG November 2014 - January 2015
Novartis December 2002 - April 2014
Pharmacia pharmaceuticals December 2001 - December 2002
Enterprise Rent-A-Car May 2001 - October 2002
Channel 43 Hopkinsville/Clarksville August 1999 - April 2001
Skills
Sales Effectiveness, Management, Product Launch, Sales, Customer Service, Sales Management, Strategic Planning, Strategy, Team Building, Marketing, Leadership, Healthcare, Microsoft Office, Public Speaking, Cold Calling
Education
Murray State University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Broadcast Journalism
Murray State University
Bachelor of Applied Science (B.A.Sc.), Broadcast Journalism
Mollie Stephens Mollie Stephens's Edward Jones Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Edward Jones December 2011 - Present
C.H. Robinson April 2011 - Present
Farmers Insurance May 2010 - April 2011
Skills
Insurance, Sales, Time Management, Management
Education
Nebraska Wesleyan University 2006 — 2010
Bachelor of Arts, Theatre/Communication
Nebraska Wesleyan University
Bachelor of Arts (B.A.)
Edward Jones January 2015 - Present
Edward Jones December 2011 - Present
C.H. Robinson April 2011 - Present
Farmers Insurance May 2010 - April 2011
Skills
Insurance, Sales, Time Management, Management
Education
Nebraska Wesleyan University 2006 — 2010
Bachelor of Arts, Theatre/Communication
Nebraska Wesleyan University
Bachelor of Arts (B.A.)
Leslie Andersen Leslie Andersen's Edward Jones Experience August 2003 - Present
Job Sr Branch Office Admin. at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2003 - Present
Dendrite Corp. 1991 - 1993
Silver Burdett & Ginn 1990 - 1991
Carteret Savings Bank 1990 - 1991
Marcal Manufacturing, LLC 1988 - 1990
Lehrer McGovern, Inc. 1986 - 1988
Hertz Corp. September 1981 - November 1986
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Wealth Management, Life Insurance, Financial Services, Office Administration, Office Management, Administrative..., Calendars, Customer Service, Diary Management, Executive..., Travel Arrangements, Savings, Estate Planning, Training, Spreadsheets, Banking, Office Equipment, Organization, Expense Reports, Financial Planners, Fixed Annuities
Education
Montclair State University 1989 — 1991
Associates, Marketing & Management
Edward Jones August 2003 - Present
Dendrite Corp. 1991 - 1993
Silver Burdett & Ginn 1990 - 1991
Carteret Savings Bank 1990 - 1991
Marcal Manufacturing, LLC 1988 - 1990
Lehrer McGovern, Inc. 1986 - 1988
Hertz Corp. September 1981 - November 1986
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Wealth Management, Life Insurance, Financial Services, Office Administration, Office Management, Administrative..., Calendars, Customer Service, Diary Management, Executive..., Travel Arrangements, Savings, Estate Planning, Training, Spreadsheets, Banking, Office Equipment, Organization, Expense Reports, Financial Planners, Fixed Annuities
Education
Montclair State University 1989 — 1991
Associates, Marketing & Management
Kenzie Andren Kenzie Andren's Edward Jones Experience Relief ManagerCharleston Hospitality GroupSeptember 2011 - June 2012
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Relief ManagerCharleston Hospitality GroupSeptember 2011 - June 2012
Skills
Customer Service, Finance, Insurance, Investments, Leadership, Microsoft Office, Mutual Funds, Sales, Marketing, Budgets, Team Building, Retirement Planning, Social Media, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Event Planning, Teamwork, Social Networking, Marketing Strategy, Project Management, Research
Education
Montana State University-Bozeman
Bachelor of Engineering (B.E.), Computer Science
Edward Jones Relief ManagerCharleston Hospitality GroupSeptember 2011 - June 2012
Skills
Customer Service, Finance, Insurance, Investments, Leadership, Microsoft Office, Mutual Funds, Sales, Marketing, Budgets, Team Building, Retirement Planning, Social Media, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Event Planning, Teamwork, Social Networking, Marketing Strategy, Project Management, Research
Education
Montana State University-Bozeman
Bachelor of Engineering (B.E.), Computer Science
Jason Amos Jason Amos's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Cintas May 2012 - November 2014
Beacon Roofing Supply June 2011 - May 2012
Sterling Paper September 2009 - June 2011
Cintas May 2008 - September 2009
Cintas October 2005 - May 2008
Cintas May 2003 - October 2005
Cintas August 2000 - May 2003
Cintas July 1998 - July 2000
Education
Muskingum College 1993 — 1997
BA, Business, Communications
Edward Jones November 2014 - Present
Cintas May 2012 - November 2014
Beacon Roofing Supply June 2011 - May 2012
Sterling Paper September 2009 - June 2011
Cintas May 2008 - September 2009
Cintas October 2005 - May 2008
Cintas May 2003 - October 2005
Cintas August 2000 - May 2003
Cintas July 1998 - July 2000
Education
Muskingum College 1993 — 1997
BA, Business, Communications
Wing Lam, MBA Wing Lam, MBA's Edward Jones Experience June 2010 - August 2010
Job Tax/ Audit Accountant at MKS&H
Industry Accounting
Experience
MKS&H December 2014 - Present
Chesapeake System Solutions November 2011 - December 2014
Merritt Athletic Clubs September 2010 - May 2013
Mount St. Mary's University June 2010 - May 2011
Edward Jones June 2010 - August 2010
TZ Sports 2006 - 2010
TZ Sports 2006 - 2010
Skills
Microsoft Excel, Access, Accounting, Financial Analysis, Microsoft Office, Budgets, Payroll, Outlook, General Ledger, 10 Key, Customer Service, PowerPoint, Microsoft Word, Data Entry, Teamwork, Account Reconciliation, Process Improvement, Process Scheduler, Adobe Acrobat, QuickBooks, US GAAP, IFRS, Paychex, Bank Reconciliation, Leadership, Research, Team Building, Personal Training, Cpr Certified, Data Analysis, Database Administration, Data Management, Commissioning, Fixed Asset Depreciation, Contract Management, Fact Sheets, Time Management, Auditing, Financial Reporting, Financial Accounting, Spreadsheets, Management, GAAP, Internal Audit, Salesforce.com, Social Media, Social Networking, Public Speaking
Education
Mount St. Mary's University 2010 — 2011
Master, Business Administration
Mount St. Mary's University 2006 — 2010
Bachelor of Science, Accounting and Business
Liberty High School
Shaddock MMA
MKS&H December 2014 - Present
Chesapeake System Solutions November 2011 - December 2014
Merritt Athletic Clubs September 2010 - May 2013
Mount St. Mary's University June 2010 - May 2011
Edward Jones June 2010 - August 2010
TZ Sports 2006 - 2010
TZ Sports 2006 - 2010
Skills
Microsoft Excel, Access, Accounting, Financial Analysis, Microsoft Office, Budgets, Payroll, Outlook, General Ledger, 10 Key, Customer Service, PowerPoint, Microsoft Word, Data Entry, Teamwork, Account Reconciliation, Process Improvement, Process Scheduler, Adobe Acrobat, QuickBooks, US GAAP, IFRS, Paychex, Bank Reconciliation, Leadership, Research, Team Building, Personal Training, Cpr Certified, Data Analysis, Database Administration, Data Management, Commissioning, Fixed Asset Depreciation, Contract Management, Fact Sheets, Time Management, Auditing, Financial Reporting, Financial Accounting, Spreadsheets, Management, GAAP, Internal Audit, Salesforce.com, Social Media, Social Networking, Public Speaking
Education
Mount St. Mary's University 2010 — 2011
Master, Business Administration
Mount St. Mary's University 2006 — 2010
Bachelor of Science, Accounting and Business
Liberty High School
Shaddock MMA
Markham Lee McGuire Markham Lee McGuire's Edward Jones Experience 2012 - August 2012
Job Managing Partner, HallMarkham Properties, Inc. (HMP)
Industry Real Estate
Experience
Hall-Markham Properties, Inc. August 2012 - Present
Edward Jones 2012 - August 2012
Independent Consultant November 2011 - August 2012
Skills
Retirement Planning, Real Estate, Creative Real Estate..., Sales, International Real..., Investment Management, Student Housing, Contract Negotiation, Property Management, Investment Properties, Entrepreneurship, Marketing, Real Estate License, Finance, Series 7, Series 66, Investments
Education
University of California, San Diego 2008 — 2011
Bachelor of Science (BS), Management Science
National University of Singapore 2009 — 2010
Real Estate, Business Administration, Entrepreneurship
Hall-Markham Properties, Inc. August 2012 - Present
Edward Jones 2012 - August 2012
Independent Consultant November 2011 - August 2012
Skills
Retirement Planning, Real Estate, Creative Real Estate..., Sales, International Real..., Investment Management, Student Housing, Contract Negotiation, Property Management, Investment Properties, Entrepreneurship, Marketing, Real Estate License, Finance, Series 7, Series 66, Investments
Education
University of California, San Diego 2008 — 2011
Bachelor of Science (BS), Management Science
National University of Singapore 2009 — 2010
Real Estate, Business Administration, Entrepreneurship
Gordon Escene's Edward Jones Experience October 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Education
Montana State University-Northern 1980 — 1984
Bachelor's degree, Industrial Electronics Technology/Technician
Edward Jones October 2009 - Present
Education
Montana State University-Northern 1980 — 1984
Bachelor's degree, Industrial Electronics Technology/Technician
Drake C. Johnson Drake C. Johnson's Edward Jones Experience January 2013 - April 2013
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2014 - Present
Heritage Financial Services August 2013 - October 2014
Securian Financial Group August 2013 - October 2014
Edward Jones January 2013 - April 2013
Skills
Strategic Financial..., Asset Allocation, Investment Strategies, Mutual Funds
Education
Morningside College 2007 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
TD Ameritrade October 2014 - Present
Heritage Financial Services August 2013 - October 2014
Securian Financial Group August 2013 - October 2014
Edward Jones January 2013 - April 2013
Skills
Strategic Financial..., Asset Allocation, Investment Strategies, Mutual Funds
Education
Morningside College 2007 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Tony Kramp Tony Kramp's Edward Jones Experience October 2011 - Present
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Larson-Becker Company September 2010 - October 2011
Hanover Park Park District September 2010 - June 2011
Mercer County School District 404 September 2009 - June 2010
Skills
Higher Education, Customer Service, Public Speaking, Sales, Service Delivery, Microsoft Office, Coaching, Teaching, Outlook, PowerPoint, Leadership
Education
Monmouth College 2005 — 2009
BA, Secondary Education
Monmouth College 2005 — 2009
BA, History
Hoffman Estates High School 2001 — 2005
High School, High School, 9-12
Edward Jones October 2011 - Present
Larson-Becker Company September 2010 - October 2011
Hanover Park Park District September 2010 - June 2011
Mercer County School District 404 September 2009 - June 2010
Skills
Higher Education, Customer Service, Public Speaking, Sales, Service Delivery, Microsoft Office, Coaching, Teaching, Outlook, PowerPoint, Leadership
Education
Monmouth College 2005 — 2009
BA, Secondary Education
Monmouth College 2005 — 2009
BA, History
Hoffman Estates High School 2001 — 2005
High School, High School, 9-12
Corey Cline's Edward Jones Experience April 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Knox County Career Center September 2010 - April 2013
YMCA of Central Ohio January 2009 - April 2013
Skills
Public Speaking, Customer Service, Microsoft Office, Event Planning, Outlook, Social Media, Sales, Data Entry, Budgets, Leadership
Education
Villanova University 2013 — 2015
Master's degree, Public Administration
Mount Vernon Nazarene University 2010 — 2012
Master of Arts (M.A.), Curriculum and Instruction
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Edward Jones April 2013 - Present
Knox County Career Center September 2010 - April 2013
YMCA of Central Ohio January 2009 - April 2013
Skills
Public Speaking, Customer Service, Microsoft Office, Event Planning, Outlook, Social Media, Sales, Data Entry, Budgets, Leadership
Education
Villanova University 2013 — 2015
Master's degree, Public Administration
Mount Vernon Nazarene University 2010 — 2012
Master of Arts (M.A.), Curriculum and Instruction
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Jonas Harmond Jonas Harmond's Edward Jones Experience November 2014 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones November 2014 - Present
Tire Centers, LLC March 2014 - October 2014
Tire Centers, LLC October 2012 - March 2014
Tire Centers, LLC September 2004 - October 2012
Skills
Sales Operations, Account Management, Sales Process, Sales Management, Customer Satisfaction, Sales, Customer Retention, Team Leadership, New Business Development, Management, Negotiation, Pricing, Purchasing, Team Building, Customer Service, Forecasting, Profit, Inventory Management, Strategic Planning, Marketing Strategy, Business Planning, Key Account Management, Operations Management, Process Improvement, Leadership, Budgets, Contract Negotiation, Training, Logistics
Education
Motlow State Community College
Edward Jones November 2014 - Present
Tire Centers, LLC March 2014 - October 2014
Tire Centers, LLC October 2012 - March 2014
Tire Centers, LLC September 2004 - October 2012
Skills
Sales Operations, Account Management, Sales Process, Sales Management, Customer Satisfaction, Sales, Customer Retention, Team Leadership, New Business Development, Management, Negotiation, Pricing, Purchasing, Team Building, Customer Service, Forecasting, Profit, Inventory Management, Strategic Planning, Marketing Strategy, Business Planning, Key Account Management, Operations Management, Process Improvement, Leadership, Budgets, Contract Negotiation, Training, Logistics
Education
Motlow State Community College
John Zevenbergen John Zevenbergen's Edward Jones Experience June 2008 - May 2009
Job Physical Damage Claims Supervisor at Great West Casualty Company
Industry Insurance
Experience
Great West Casualty Company December 2014 - Present
Pick 6 Properties LLC January 2013 - Present
Sioux City Bandits January 2011 - Present
Great West Casualty Company September 2010 - December 2014
Sioux City North High School August 2010 - November 2010
MassMutual Financial Group June 2009 - August 2010
Edward Jones June 2008 - May 2009
Sioux City Bandits January 2006 - July 2008
Opportunities Unlimited January 2007 - May 2008
Morningside College July 2006 - December 2006
Skills
Insurance, Property Claims, Claims Handling, Sports Coaching, Commercial Insurance, Rental Real Estate, Estimates, Cargo Insurance, Football Coaching, Football, Financial Services
Education
Wayne State College 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morningside College 2002 — 2007
Bachelor of Arts (B.A.), Biology, General
Great West Casualty Company December 2014 - Present
Pick 6 Properties LLC January 2013 - Present
Sioux City Bandits January 2011 - Present
Great West Casualty Company September 2010 - December 2014
Sioux City North High School August 2010 - November 2010
MassMutual Financial Group June 2009 - August 2010
Edward Jones June 2008 - May 2009
Sioux City Bandits January 2006 - July 2008
Opportunities Unlimited January 2007 - May 2008
Morningside College July 2006 - December 2006
Skills
Insurance, Property Claims, Claims Handling, Sports Coaching, Commercial Insurance, Rental Real Estate, Estimates, Cargo Insurance, Football Coaching, Football, Financial Services
Education
Wayne State College 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morningside College 2002 — 2007
Bachelor of Arts (B.A.), Biology, General
Rich Zabel Rich Zabel's Edward Jones Experience January 2001 - January 2002
Job Owner | Agent of Z Group of Rebates Realty
Industry Real Estate
Experience
Rebates Realty November 2002 - Present
Edward Jones January 2001 - January 2002
Qwest Communications January 2000 - January 2001
Qwest Communications January 1997 - January 2000
Citizens Telecom January 1996 - January 1997
NORTHWEST APPRAISAL January 1992 - January 1996
Direct Mail USA of Idaho January 1990 - January 1992
Skills
Real Estate, Advertising, Customer Relations, Telecommunications, Insurance, Direct Mail, Cold Calling, Customer Service, Sales Management, Real Estate Development, Marketing, Listings, Sales, CRM, Training, Selling, Investment Properties, Sellers, Management, Buyer Representation
Education
Mt. San Antonio College
Associate of Arts, Marketing
Rich Zabel
Associate of Arts (AA), Marketing
Rebates Realty November 2002 - Present
Edward Jones January 2001 - January 2002
Qwest Communications January 2000 - January 2001
Qwest Communications January 1997 - January 2000
Citizens Telecom January 1996 - January 1997
NORTHWEST APPRAISAL January 1992 - January 1996
Direct Mail USA of Idaho January 1990 - January 1992
Skills
Real Estate, Advertising, Customer Relations, Telecommunications, Insurance, Direct Mail, Cold Calling, Customer Service, Sales Management, Real Estate Development, Marketing, Listings, Sales, CRM, Training, Selling, Investment Properties, Sellers, Management, Buyer Representation
Education
Mt. San Antonio College
Associate of Arts, Marketing
Rich Zabel
Associate of Arts (AA), Marketing
Ellen Martin Gantner's Edward Jones Experience March 2008 - September 2010
Job Project Manager at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services March 2013 - Present
Swedish Medical Group September 2010 - March 2013
Edward Jones March 2008 - September 2010
Atlanta Botanical Garden July 2005 - March 2008
Greater Media, CBS Radio, Star System and Clear Channel June 1991 - July 2005
CollegeClub, Inc. June 1999 - August 2000
Skills
Healthcare, Epic Systems, Strategic Planning, Process Improvement, Program Management, Project Management, EHR, Customer Service, Marketing, Healthcare Information..., Public Speaking, Event Management, Quality Patient Care, Team Leadership, Patient Advocacy, Customer Experience, Change Management, Staff Development, Patient Safety, Inpatient, Ambulatory, Project Status Reporting, Project Scope..., Usability, Functional Requirements, Stakeholder Management, Pilot Projects, Leading Meetings, Problem Solving, Conflict Resolution, Clinical Decision..., EMR, Health Insurance, Medicare, Managed Care, Budgets
Education
Mount Holyoke College 1987 — 1991
Bachelor of Arts
Providence Health & Services March 2013 - Present
Swedish Medical Group September 2010 - March 2013
Edward Jones March 2008 - September 2010
Atlanta Botanical Garden July 2005 - March 2008
Greater Media, CBS Radio, Star System and Clear Channel June 1991 - July 2005
CollegeClub, Inc. June 1999 - August 2000
Skills
Healthcare, Epic Systems, Strategic Planning, Process Improvement, Program Management, Project Management, EHR, Customer Service, Marketing, Healthcare Information..., Public Speaking, Event Management, Quality Patient Care, Team Leadership, Patient Advocacy, Customer Experience, Change Management, Staff Development, Patient Safety, Inpatient, Ambulatory, Project Status Reporting, Project Scope..., Usability, Functional Requirements, Stakeholder Management, Pilot Projects, Leading Meetings, Problem Solving, Conflict Resolution, Clinical Decision..., EMR, Health Insurance, Medicare, Managed Care, Budgets
Education
Mount Holyoke College 1987 — 1991
Bachelor of Arts
Adrienne Dillard Adrienne Dillard's Edward Jones Experience January 2012 - Present
Job Author
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Self 2011 - Present
Statesman Journal February 2010 - January 2012
Statesman Journal March 2008 - February 2010
JPMorgan Chase August 2007 - March 2008
JCPenney November 2004 - August 2007
Montana State University-Northern September 2003 - May 2004
New Media Broadcasters KOJM/KPQX/KRYK 2002 - 2003
Skills
Copywriting, Writing, Reading, Administrative..., Public Speaking, Human Resources, Customer Service, Management, Advertising, Research, Social Media, Social Networking, Event Planning, Photography, Training, Editing, Marketing, Press Releases, Facebook, Publishing, Newspapers, Email Marketing, Media Relations, Online Marketing, Marketing Communications, Online Advertising, Publications, Digital Marketing
Education
Montana State University-Northern 2000 — 2004
Bachelor of Arts (B.A.), Liberal Arts/Humanities (Emphasis on History, Economics & Political Science)
Edward Jones January 2012 - Present
Self 2011 - Present
Statesman Journal February 2010 - January 2012
Statesman Journal March 2008 - February 2010
JPMorgan Chase August 2007 - March 2008
JCPenney November 2004 - August 2007
Montana State University-Northern September 2003 - May 2004
New Media Broadcasters KOJM/KPQX/KRYK 2002 - 2003
Skills
Copywriting, Writing, Reading, Administrative..., Public Speaking, Human Resources, Customer Service, Management, Advertising, Research, Social Media, Social Networking, Event Planning, Photography, Training, Editing, Marketing, Press Releases, Facebook, Publishing, Newspapers, Email Marketing, Media Relations, Online Marketing, Marketing Communications, Online Advertising, Publications, Digital Marketing
Education
Montana State University-Northern 2000 — 2004
Bachelor of Arts (B.A.), Liberal Arts/Humanities (Emphasis on History, Economics & Political Science)
John D. Morris, CFP® John D. Morris, CFP®'s Edward Jones Experience July 2002 - January 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2006 - January 2009
Edward Jones July 2002 - January 2006
Fidelity Investments November 2000 - July 2002
Education
Kaplan Schweser 2010 — 2011
CFP®, Financial Planning and Services
Muskingum College 1996 — 2000
B.A, Political Science & Communications
Maysville High School--Zanesville, OH 1992 — 1996
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2006 - January 2009
Edward Jones July 2002 - January 2006
Fidelity Investments November 2000 - July 2002
Education
Kaplan Schweser 2010 — 2011
CFP®, Financial Planning and Services
Muskingum College 1996 — 2000
B.A, Political Science & Communications
Maysville High School--Zanesville, OH 1992 — 1996
John Krasevec John Krasevec's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Boston Pizza March 2004 - June 2007
Kelseys International 1993 - 2003
Education
Mohawk College
Computer Technology
Edward Jones October 2008 - Present
Boston Pizza March 2004 - June 2007
Kelseys International 1993 - 2003
Education
Mohawk College
Computer Technology
Karen Grisham Karen Grisham's Edward Jones Experience January 2013 - Present
Job Branch Office Administor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Elementary Smiles, Inc January 2003 - May 2012
Home May 2012 - 2012
Dr. Curley & Dr. Wible 2000 - 2003
Skills
Accounts Receivable, Insurance, Filing, Process Scheduler, Training, Appointment Scheduling, Employee Benefits, Administrative..., Data Entry, Outlook, Finance, Telephone Skills, Office Management, Billing Process, Invoicing, Heavy Phones, QuickBooks, Accounts Payable, Time Management, Access, Customer/Patient..., Insurance Billing, Daily Reconciliation, Daily Deposits, Social Networking, Health Insurance, PowerPoint, Event Planning, Mortgage Lending, Marketing, Account Reconciliation, Notary Public
Education
Mt. San Jacinto Community College District 1998 — 2000
Legal Studies, General
Troy High School 1978 — 1979
High School Diploma, General Studies
Las Vegas Institute for Advanced Dental Studies
Edward Jones January 2013 - Present
Elementary Smiles, Inc January 2003 - May 2012
Home May 2012 - 2012
Dr. Curley & Dr. Wible 2000 - 2003
Skills
Accounts Receivable, Insurance, Filing, Process Scheduler, Training, Appointment Scheduling, Employee Benefits, Administrative..., Data Entry, Outlook, Finance, Telephone Skills, Office Management, Billing Process, Invoicing, Heavy Phones, QuickBooks, Accounts Payable, Time Management, Access, Customer/Patient..., Insurance Billing, Daily Reconciliation, Daily Deposits, Social Networking, Health Insurance, PowerPoint, Event Planning, Mortgage Lending, Marketing, Account Reconciliation, Notary Public
Education
Mt. San Jacinto Community College District 1998 — 2000
Legal Studies, General
Troy High School 1978 — 1979
High School Diploma, General Studies
Las Vegas Institute for Advanced Dental Studies
Donna Oja Fenley Mathias Donna Oja Fenley Mathias's Edward Jones Experience June 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2005 - Present
Edward Jones June 2005 - Present
RCMA Commodities Asia June 1992 - September 2001
OCC, MG Group August 1988 - May 1992
Skills
Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Estate Planning, Series 7, Asset Allocation, Investment Advisory, Series 63, Uniform Combined State..., Mutual Funds, Retirement Planning, Investments, Wealth Management
Education
Montana State University-Bozeman
Edward Jones June 2005 - Present
Edward Jones June 2005 - Present
RCMA Commodities Asia June 1992 - September 2001
OCC, MG Group August 1988 - May 1992
Skills
Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Estate Planning, Series 7, Asset Allocation, Investment Advisory, Series 63, Uniform Combined State..., Mutual Funds, Retirement Planning, Investments, Wealth Management
Education
Montana State University-Bozeman
Matthew J. Gilbert Matthew J. Gilbert's Edward Jones Experience June 2006 - August 2006
Job Attorney | Owner at Gilbert Law Office PLLC
Industry Law Practice
Experience
Gilbert Law Office PLLC January 2013 - Present
MG Holdings, LLC April 2010 - Present
Marilyn Michales & Associates, P.A. July 2007 - December 2012
Dakota County (Apple Valley) 2010 - 2010
Thomson Reuters September 2008 - August 2009
Honsa Michales, P.A June 2007 - September 2007
Edward Jones June 2006 - August 2006
Skills
Negotiation, Litigation, Finance, Corporate Law, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Real Estate Transactions, Real Estate, Public Speaking, Commercial Real Estate, Insurance, Research, Nonprofits, Strategic Planning, Government, Westlaw, Contract Management, Civil Litigation, Family Law, Risk Management, Microsoft Office, Legal Research, Intellectual Property, Legal Writing, Social Media, Divorce Law, Courts
Education
William Mitchell College of Law 2007 — 2010
J.D., Law
University of Wisconsin-Madison 2003 — 2007
B.S., Economics
Gilbert Law Office PLLC January 2013 - Present
MG Holdings, LLC April 2010 - Present
Marilyn Michales & Associates, P.A. July 2007 - December 2012
Dakota County (Apple Valley) 2010 - 2010
Thomson Reuters September 2008 - August 2009
Honsa Michales, P.A June 2007 - September 2007
Edward Jones June 2006 - August 2006
Skills
Negotiation, Litigation, Finance, Corporate Law, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Real Estate Transactions, Real Estate, Public Speaking, Commercial Real Estate, Insurance, Research, Nonprofits, Strategic Planning, Government, Westlaw, Contract Management, Civil Litigation, Family Law, Risk Management, Microsoft Office, Legal Research, Intellectual Property, Legal Writing, Social Media, Divorce Law, Courts
Education
William Mitchell College of Law 2007 — 2010
J.D., Law
University of Wisconsin-Madison 2003 — 2007
B.S., Economics
Brandon Pinkston Brandon Pinkston's Edward Jones Experience May 2010 - February 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Edward Jones May 2010 - February 2014
Everything DeValued LLC August 2006 - May 2010
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Investments, Investment Strategies, Series 63, Financial Advisory, Portfolio Management, Uniform Combined State..., Fixed Annuities
Education
Morehouse College
Bachelor of Arts (B.A.), Finance and Financial Management Services
Wells Fargo Advisors February 2014 - Present
Edward Jones May 2010 - February 2014
Everything DeValued LLC August 2006 - May 2010
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Investments, Investment Strategies, Series 63, Financial Advisory, Portfolio Management, Uniform Combined State..., Fixed Annuities
Education
Morehouse College
Bachelor of Arts (B.A.), Finance and Financial Management Services
JoAnna Kaisershot JoAnna Kaisershot's Edward Jones Experience July 2003 - December 2008
Job Aflac Insurance Consultant
Industry Facilities Services
Experience
Edward Jones July 2003 - December 2008
Edward Jones Investments Company July 2003 - December 2008
Thomas Kinkade Gallery August 2002 - October 2003
Safeway Bus Company Company Type September 1999 - October 2002
Education
Denfeld High School
Degree Type: High School DiplomaFields of, Office Support
National American University
Healthcare Coding & Healthcare Information Technology
Edward Jones July 2003 - December 2008
Edward Jones Investments Company July 2003 - December 2008
Thomas Kinkade Gallery August 2002 - October 2003
Safeway Bus Company Company Type September 1999 - October 2002
Education
Denfeld High School
Degree Type: High School DiplomaFields of, Office Support
National American University
Healthcare Coding & Healthcare Information Technology
Irene O'Brien Irene O'Brien's Edward Jones Experience November 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 1999 - Present
Skills
Strategic Financial..., Insurance, Estate Planning, Retirement Planning, 401k Rollovers, Strategic Planning, IRAs, Retirement, Series 7, Fixed Annuities
Education
Mount Saint Mary's College 1994 — 1996
BS Psychology, Psychology
Edward Jones November 1999 - Present
Skills
Strategic Financial..., Insurance, Estate Planning, Retirement Planning, 401k Rollovers, Strategic Planning, IRAs, Retirement, Series 7, Fixed Annuities
Education
Mount Saint Mary's College 1994 — 1996
BS Psychology, Psychology
Kathleen Tavs Kathleen Tavs's Edward Jones Experience November 2013 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Quad Graphics June 1992 - October 2013
Taycheedah, WI January 1992 - June 1992
Skills
Customer Service, Digital Printing, Print Management, Offset Printing, Direct Mail, Pre-press, Direct Marketing, Sales, Microsoft Excel, Process Improvement, Adobe Creative Suite
Education
Moraine Park Technical College 1988 — 1990
Laconia High School 1978 — 1981
General, Business
Edward Jones November 2013 - Present
Quad Graphics June 1992 - October 2013
Taycheedah, WI January 1992 - June 1992
Skills
Customer Service, Digital Printing, Print Management, Offset Printing, Direct Mail, Pre-press, Direct Marketing, Sales, Microsoft Excel, Process Improvement, Adobe Creative Suite
Education
Moraine Park Technical College 1988 — 1990
Laconia High School 1978 — 1981
General, Business
Beth Stith Beth Stith's Edward Jones Experience November 2010 - April 2012
Job Financial Advisor, RJFS at First Financial Wealth Management
Industry Financial Services
Experience
First Financial Wealth Management January 2013 - January 2015
Edward Jones November 2010 - April 2012
Fifth Third Securities 2006 - 2010
NatCity Investments 2004 - 2006
Skills
Series 7, Series 63, Life Health & Variable..., Retirement Planning, Retirement Income..., Mutual Funds, Investment Advisory, Finance, Investments, Securities, Banking, Financial Advisory
Education
College of Mount St. Joseph 1988 — 1993
Bachelor of Science, Business Marketing
First Financial Wealth Management January 2013 - January 2015
Edward Jones November 2010 - April 2012
Fifth Third Securities 2006 - 2010
NatCity Investments 2004 - 2006
Skills
Series 7, Series 63, Life Health & Variable..., Retirement Planning, Retirement Income..., Mutual Funds, Investment Advisory, Finance, Investments, Securities, Banking, Financial Advisory
Education
College of Mount St. Joseph 1988 — 1993
Bachelor of Science, Business Marketing
Martha Coleman Martha Coleman's Edward Jones Experience March 2015 - Present
Job Branch Office Administrator Specialist at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones March 2015 - Present
Center for Hearing & Speech September 2012 - March 2015
Center for Hearing & Speech May 2011 - August 2012
Center for Hearing & Speech November 2010 - April 2011
Center for Hearing & Speech September 2009 - November 2010
McGraw-Hill Higher Education May 2009 - July 2009
Enclos Corp January 2005 - January 2009
Skills
Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Customer Service, Budgets, Public Speaking, Strategic Planning, Project Management, Outlook, Public Relations, Event Management, Editing, Fundraising, Volunteer Management, Nonprofits, Social Networking, Community Outreach, Social Media, Social Media Marketing
Education
Truman State University 2005 — 2009
BA, Business Administration-Marketing, Communications
National University of Ireland, Galway 2008 — 2008
Kirkwood High School 2001 — 2005
Edward Jones March 2015 - Present
Center for Hearing & Speech September 2012 - March 2015
Center for Hearing & Speech May 2011 - August 2012
Center for Hearing & Speech November 2010 - April 2011
Center for Hearing & Speech September 2009 - November 2010
McGraw-Hill Higher Education May 2009 - July 2009
Enclos Corp January 2005 - January 2009
Skills
Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Customer Service, Budgets, Public Speaking, Strategic Planning, Project Management, Outlook, Public Relations, Event Management, Editing, Fundraising, Volunteer Management, Nonprofits, Social Networking, Community Outreach, Social Media, Social Media Marketing
Education
Truman State University 2005 — 2009
BA, Business Administration-Marketing, Communications
National University of Ireland, Galway 2008 — 2008
Kirkwood High School 2001 — 2005
Jason Chicosky Jason Chicosky's Edward Jones Experience March 2003 - June 2009
Job Finance Director at Jimmy Smith Buick GMC
Industry Automotive
Experience
Jimmy Smith Buick GMC August 2014 - Present
Jimmy Smith Buick GMC July 2014 - July 2014
Woody Anderson Ford June 2014 - June 2014
Woody Anderson Ford April 2014 - June 2014
Woody Anderson Ford August 2013 - April 2014
Woody Anderson Ford July 2013 - July 2013
Woody Anderson Ford April 2012 - May 2013
Marathon Financial Services June 2009 - November 2011
Edward Jones March 2003 - June 2009
Skills
Finance, Relationship Management, Cold Calling, Sales, Business Planning, Financial Risk, Business Relationship..., Recruiting, Sales Management, Direct Sales, Team Building, Employee Relations, Talent Acquisition, Retirement Planning, Retirement, 401k, Equities, Financial Services, Fixed Income, Bonds, Securities, Strategic Financial..., Term Life Insurance, Wealth Management, Succession Planning, Asset Allocation, Credit, Risk Management, Financial Analysis, Portfolio Management, Asset Management, Small Business, Investments, Insurance, Fixed Annuities, Employee Benefits, Mutual Funds, Investment Advisory, Series 7, Banking, Financial Advisory, Loans, Credit Analysis, Sales Process, Customer Satisfaction, Series 63, Executive Management, Benefits Administration, Customer Retention, Mortgage Lending
Education
College for Financial Planning 2006 — 2010
AAMS, CRPC, AWMA
Western Carolina University 2000 — 2002
Masters, Business Administration
Montreat College 1995 — 2000
BS, Business Administration
Jimmy Smith Buick GMC August 2014 - Present
Jimmy Smith Buick GMC July 2014 - July 2014
Woody Anderson Ford June 2014 - June 2014
Woody Anderson Ford April 2014 - June 2014
Woody Anderson Ford August 2013 - April 2014
Woody Anderson Ford July 2013 - July 2013
Woody Anderson Ford April 2012 - May 2013
Marathon Financial Services June 2009 - November 2011
Edward Jones March 2003 - June 2009
Skills
Finance, Relationship Management, Cold Calling, Sales, Business Planning, Financial Risk, Business Relationship..., Recruiting, Sales Management, Direct Sales, Team Building, Employee Relations, Talent Acquisition, Retirement Planning, Retirement, 401k, Equities, Financial Services, Fixed Income, Bonds, Securities, Strategic Financial..., Term Life Insurance, Wealth Management, Succession Planning, Asset Allocation, Credit, Risk Management, Financial Analysis, Portfolio Management, Asset Management, Small Business, Investments, Insurance, Fixed Annuities, Employee Benefits, Mutual Funds, Investment Advisory, Series 7, Banking, Financial Advisory, Loans, Credit Analysis, Sales Process, Customer Satisfaction, Series 63, Executive Management, Benefits Administration, Customer Retention, Mortgage Lending
Education
College for Financial Planning 2006 — 2010
AAMS, CRPC, AWMA
Western Carolina University 2000 — 2002
Masters, Business Administration
Montreat College 1995 — 2000
BS, Business Administration
Clint Allen Clint Allen's Edward Jones Experience January 2009 - September 2011
Job Senior Financial AdvisorAsheville Area Manager
Industry Financial Services
Experience
First Citizens Bank September 2012 - Present
Sports Outreach Ministries 2009 - Present
Morgan Stanley Smith Barney September 2011 - September 2012
Edward Jones January 2009 - September 2011
Enterprise Rent-A-Car May 2004 - December 2008
Skills
Financial Advisory, Annuities, Bonds, Stocks, Planning
Education
Montreat College 1999 — 2004
BS, Business Management and Computer Information Systems
First Citizens Bank September 2012 - Present
Sports Outreach Ministries 2009 - Present
Morgan Stanley Smith Barney September 2011 - September 2012
Edward Jones January 2009 - September 2011
Enterprise Rent-A-Car May 2004 - December 2008
Skills
Financial Advisory, Annuities, Bonds, Stocks, Planning
Education
Montreat College 1999 — 2004
BS, Business Management and Computer Information Systems
Kathleen McCall-Porter Kathleen McCall-Porter's Edward Jones Experience January 2014 - Present
Job On Call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
ICON Advisers 2004 - 2009
Lincoln Trust Company June 1991 - May 2004
First Citizens Bank January 1977 - January 1989
Skills
Series 63, Mutual Funds, Investments, Series 6, Customer Service
Education
Montana State University-Billings 1973 — 1976
Business Administration
Helena High School 1969 — 1973
Edward Jones January 2014 - Present
ICON Advisers 2004 - 2009
Lincoln Trust Company June 1991 - May 2004
First Citizens Bank January 1977 - January 1989
Skills
Series 63, Mutual Funds, Investments, Series 6, Customer Service
Education
Montana State University-Billings 1973 — 1976
Business Administration
Helena High School 1969 — 1973
Mychal Young Mychal Young's Edward Jones Experience July 2013 - Present
Job Java Software Developer at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Shelter Insurance Companies June 2008 - July 2013
US Airways September 2006 - July 2008
Caremark/CVS October 2006 - January 2007
IBM April 2005 - September 2006
Arizona Public Service (APS) 1999 - 2001
Skills
XML, Java, Programming, HTML, Information Technology, Networking, Project Management, Sales, Recruiting, SQL, Testing, DB2, Insurance, JavaScript, Microsoft SQL Server, JSP, Spring, COBOL, CICS, IMS DB/DC, JCL, Eclipse, IBM Mainframe, Healthcare Information..., Websphere, JUnit, Struts, JDBC, System Administration, AJAX, Java Enterprise Edition, Linux, VSAM, Fileaid, Serena Changeman, Software Development
Education
CLCLA 1987 — 1989
Operating Systems & Programming Assembler/Cobol, Management Information Systems and Services, Completed Certification
MTI Business College Inc 1986 — 1987
Certification, Computer Programming, Specific Applications
Edward Jones July 2013 - Present
Shelter Insurance Companies June 2008 - July 2013
US Airways September 2006 - July 2008
Caremark/CVS October 2006 - January 2007
IBM April 2005 - September 2006
Arizona Public Service (APS) 1999 - 2001
Skills
XML, Java, Programming, HTML, Information Technology, Networking, Project Management, Sales, Recruiting, SQL, Testing, DB2, Insurance, JavaScript, Microsoft SQL Server, JSP, Spring, COBOL, CICS, IMS DB/DC, JCL, Eclipse, IBM Mainframe, Healthcare Information..., Websphere, JUnit, Struts, JDBC, System Administration, AJAX, Java Enterprise Edition, Linux, VSAM, Fileaid, Serena Changeman, Software Development
Education
CLCLA 1987 — 1989
Operating Systems & Programming Assembler/Cobol, Management Information Systems and Services, Completed Certification
MTI Business College Inc 1986 — 1987
Certification, Computer Programming, Specific Applications
Mike Fackrell Mike Fackrell's Edward Jones Experience April 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2000 - Present
Education
Naval War College 1990 — 1991
MA
Salve Regina University 1990 — 1991
MS
United States Naval Academy 1971 — 1975
BS
Edward Jones April 2000 - Present
Education
Naval War College 1990 — 1991
MA
Salve Regina University 1990 — 1991
MS
United States Naval Academy 1971 — 1975
BS
Kevin Adkins Kevin Adkins's Edward Jones Experience August 2006 - November 2008
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2012 - Present
VALIC November 2010 - June 2012
LPL Financial December 2008 - September 2010
Edward Jones August 2006 - November 2008
Select Mortgage Group, Ltd October 2002 - July 2006
Primerica 2003-2004 February 1992 - October 2002
GTE Testmark Laboratories May 1987 - February 1992
Central Associated Engineers June 1984 - May 1987
Education
Southern Methodist University
M.S, Management
Morehead State University
B.S, Technology
Morehead State University
A.A.S, Technology
PNC Investments June 2012 - Present
VALIC November 2010 - June 2012
LPL Financial December 2008 - September 2010
Edward Jones August 2006 - November 2008
Select Mortgage Group, Ltd October 2002 - July 2006
Primerica 2003-2004 February 1992 - October 2002
GTE Testmark Laboratories May 1987 - February 1992
Central Associated Engineers June 1984 - May 1987
Education
Southern Methodist University
M.S, Management
Morehead State University
B.S, Technology
Morehead State University
A.A.S, Technology
Steven Hoar's Edward Jones Experience May 2008 - August 2008
Job Accountant III at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank August 2014 - Present
Citi July 2013 - August 2014
Citi October 2011 - July 2013
Cardinal Health August 2010 - October 2011
Nelson & Nelson CPA's January 2010 - May 2010
Foster's Pharmacy August 2005 - December 2009
Pizza Hut April 2009 - September 2009
Young Men Christian Association May 2008 - August 2009
Edward Jones May 2008 - August 2008
Skills
Accounting, Customer Service, Hedge Funds, Fund Accounting, Fund Administration, Fund Of Funds, Financial Audits, Financial Accounting, Investments, Financial Reporting, Finance, Account Reconciliation, Private Equity, Mutual Funds, Auditing, Credit, Derivatives, Financial Statements, Securities, Tax, Bloomberg, Cash Management, Financial Analysis, Microsoft Excel
Education
Mount Vernon Nazarene University 2007 — 2010
Bachelor of Science, Accounting; Financial Management
Mount Vernon Nazarene University 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Huntington National Bank August 2014 - Present
Citi July 2013 - August 2014
Citi October 2011 - July 2013
Cardinal Health August 2010 - October 2011
Nelson & Nelson CPA's January 2010 - May 2010
Foster's Pharmacy August 2005 - December 2009
Pizza Hut April 2009 - September 2009
Young Men Christian Association May 2008 - August 2009
Edward Jones May 2008 - August 2008
Skills
Accounting, Customer Service, Hedge Funds, Fund Accounting, Fund Administration, Fund Of Funds, Financial Audits, Financial Accounting, Investments, Financial Reporting, Finance, Account Reconciliation, Private Equity, Mutual Funds, Auditing, Credit, Derivatives, Financial Statements, Securities, Tax, Bloomberg, Cash Management, Financial Analysis, Microsoft Excel
Education
Mount Vernon Nazarene University 2007 — 2010
Bachelor of Science, Accounting; Financial Management
Mount Vernon Nazarene University 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Jackie DeFabio's Edward Jones Experience January 1992 - January 1997
Job Owner, Enhanced Image
Industry Marketing and Advertising
Experience
Enhanced Image February 1996 - Present
ProGraphs, LLC January 1996 - Present
Edward Jones January 1992 - January 1997
Sheraton Hotels at January 1991 - January 1992
Adam Mark Hotel January 1989 - January 1991
Walt Disney World May 1988 - August 1988
Education
Murray State University 1985 — 1989
BS, Marketing
Murray State
B.S. Marketing
Enhanced Image February 1996 - Present
ProGraphs, LLC January 1996 - Present
Edward Jones January 1992 - January 1997
Sheraton Hotels at January 1991 - January 1992
Adam Mark Hotel January 1989 - January 1991
Walt Disney World May 1988 - August 1988
Education
Murray State University 1985 — 1989
BS, Marketing
Murray State
B.S. Marketing
Jerry Conner's Edward Jones Experience August 2008 - April 2010
Job Territory Account Manager at Almo Corporation
Industry Consumer Goods
Experience
Almo Corporation September 2014 - Present
Pleasant View Fitness Center June 2009 - 2015
Martinrea International August 2012 - September 2014
OEM Tube Assemblies August 2011 - November 2012
Conner Home Furnishings 2010 - 2012
Edward Jones August 2008 - April 2010
Skills
Manufacturing, SPC, 5S, FMEA, Lean Manufacturing, Kaizen, Root Cause Analysis, Continuous Improvement, Automotive, Manufacturing..., Quality Control, PFMEA, Manufacturing..., APQP, Value Stream Mapping, Management, Process Improvement
Education
Murray State University 1982 — 1985
Bachelor of Science (BS), Manufacturing Engineering
Almo Corporation September 2014 - Present
Pleasant View Fitness Center June 2009 - 2015
Martinrea International August 2012 - September 2014
OEM Tube Assemblies August 2011 - November 2012
Conner Home Furnishings 2010 - 2012
Edward Jones August 2008 - April 2010
Skills
Manufacturing, SPC, 5S, FMEA, Lean Manufacturing, Kaizen, Root Cause Analysis, Continuous Improvement, Automotive, Manufacturing..., Quality Control, PFMEA, Manufacturing..., APQP, Value Stream Mapping, Management, Process Improvement
Education
Murray State University 1982 — 1985
Bachelor of Science (BS), Manufacturing Engineering
Benito Vattelana's Edward Jones Experience June 2007 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones June 2007 - Present
Helmsman Foundation May 2002 - June 2007
ScoreBoard Inc. September 1999 - May 2002
Advent Telecom Solutions May 1996 - September 1999
Intelligence Community September 1979 - April 1996
Education
National Louis University 1989 — 1991
Bachelor of Arts, Business Management
Edward Jones June 2007 - Present
Helmsman Foundation May 2002 - June 2007
ScoreBoard Inc. September 1999 - May 2002
Advent Telecom Solutions May 1996 - September 1999
Intelligence Community September 1979 - April 1996
Education
National Louis University 1989 — 1991
Bachelor of Arts, Business Management
Mauneel Desai's Edward Jones Experience March 2013 - Present
Job Prudent Financial Advisor passionately helping families & businesses navigate the risks & rewards of the market
Industry Investment Management
Experience
Edward Jones March 2013 - Present
University of Illinois at Chicago June 2009 - February 2013
University of Illinois at Chicago June 2006 - June 2009
University of Illinois at Chicago January 2005 - June 2006
University of Illinois at Chicago January 2003 - December 2004
Skills
IT Leadership, Talent Management, Leadership Development, Talent Acquisition, Change Management, Vendor Relationships, Enterprise IT Strategy, Enterprise IT..., Operational Execution, Innovation, Budget, Cyberinfrastructure, Business Process..., Business Analysis, Investment Management, Applications..., Mobile Strategy, Mobile Applications, Agile Methodologies, PMO, IT Governance, Data Center, Cloud Computing, Virtualization, Business Intelligence, Market Analysis, Network Security, Disaster Recovery, Business Continuity, Bioinformatics, Budgets, Governance, Databases, Investments, Alternative Investments, Private Equity, Equity Research Analysis, Unit Investment Trusts, Derivatives, Strategic Financial..., Personal Financial..., Investment Strategies, Real Estate, Leadership, Macroeconomic Analysis, Risk Management, Trend Forecasting, Strategy Execution, Portfolio Management, IPO
Education
University of Illinois at Chicago 2002 — 2004
MS
National Institute of Technology, Surat 1997 — 2001
Bachelor of Engineering (BE)
St. Xavier's High School - Surat 1983 — 1997
High School Diploma
Edward Jones March 2013 - Present
University of Illinois at Chicago June 2009 - February 2013
University of Illinois at Chicago June 2006 - June 2009
University of Illinois at Chicago January 2005 - June 2006
University of Illinois at Chicago January 2003 - December 2004
Skills
IT Leadership, Talent Management, Leadership Development, Talent Acquisition, Change Management, Vendor Relationships, Enterprise IT Strategy, Enterprise IT..., Operational Execution, Innovation, Budget, Cyberinfrastructure, Business Process..., Business Analysis, Investment Management, Applications..., Mobile Strategy, Mobile Applications, Agile Methodologies, PMO, IT Governance, Data Center, Cloud Computing, Virtualization, Business Intelligence, Market Analysis, Network Security, Disaster Recovery, Business Continuity, Bioinformatics, Budgets, Governance, Databases, Investments, Alternative Investments, Private Equity, Equity Research Analysis, Unit Investment Trusts, Derivatives, Strategic Financial..., Personal Financial..., Investment Strategies, Real Estate, Leadership, Macroeconomic Analysis, Risk Management, Trend Forecasting, Strategy Execution, Portfolio Management, IPO
Education
University of Illinois at Chicago 2002 — 2004
MS
National Institute of Technology, Surat 1997 — 2001
Bachelor of Engineering (BE)
St. Xavier's High School - Surat 1983 — 1997
High School Diploma
Michael J. Douglas's Edward Jones Experience September 2008 - Present
Job Experienced Business Intelligence Professional
Industry Information Technology and Services
Experience
Edward Jones September 2008 - Present
Linens n Things January 2003 - April 2008
Linens' n Things January 2002 - January 2003
Linens N Things January 2000 - January 2002
Linens N Things December 1997 - January 2000
Linens N Things December 1995 - November 1997
Linens' n Things August 1994 - December 1995
Frankels' Home Furnishings Inc November 1991 - August 1994
Curtains & Home Inc June 1985 - November 1991
Skills
Retail, Merchandising, Inventory Management, Visual Merchandising, Team Building, Customer Service, Loss Prevention, Strategic Planning, Store Management, Inventory Control, Profit, Forecasting, Budgets, Sales, Microsoft Office, Coaching, Negotiation, Sales Management, Income Statement, Microsoft Excel, IBM iSeries, Databases, E-commerce, Outlook, Training, Management, Project Management, Business Intelligence, Business Analysis, Leadership, Analysis, Strategy
Education
East Meadow High School 1980 — 1983
Nassau Community College
Business Administration
Edward Jones September 2008 - Present
Linens n Things January 2003 - April 2008
Linens' n Things January 2002 - January 2003
Linens N Things January 2000 - January 2002
Linens N Things December 1997 - January 2000
Linens N Things December 1995 - November 1997
Linens' n Things August 1994 - December 1995
Frankels' Home Furnishings Inc November 1991 - August 1994
Curtains & Home Inc June 1985 - November 1991
Skills
Retail, Merchandising, Inventory Management, Visual Merchandising, Team Building, Customer Service, Loss Prevention, Strategic Planning, Store Management, Inventory Control, Profit, Forecasting, Budgets, Sales, Microsoft Office, Coaching, Negotiation, Sales Management, Income Statement, Microsoft Excel, IBM iSeries, Databases, E-commerce, Outlook, Training, Management, Project Management, Business Intelligence, Business Analysis, Leadership, Analysis, Strategy
Education
East Meadow High School 1980 — 1983
Nassau Community College
Business Administration
Bob Chopping's Edward Jones Experience September 1991 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1991 - Present
US Navy May 1972 - May 1978
Skills
Retirement Planning, Tax free and tax..., Life Insurance and Long...
Education
National University 1982 — 1983
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Edward Jones September 1991 - Present
US Navy May 1972 - May 1978
Skills
Retirement Planning, Tax free and tax..., Life Insurance and Long...
Education
National University 1982 — 1983
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Portia Kabler's Edward Jones Experience May 2009 - February 2010
Job Logistics Account Executive
Industry Logistics and Supply Chain
Experience
Total Quality Logistics December 2012 - Present
Primerica September 2011 - December 2012
Keir Educational Services March 2012 - August 2012
Edward Jones May 2009 - February 2010
SMARTHINKING, Inc. June 2007 - February 2009
Cengage Learning February 1999 - June 2007
Skills
Higher Education, E-Learning, Public Speaking, Teaching, Research, Financial Services
Education
College of Mount St. Joseph 2010 — 2012
Master of Arts (M.A.), Education
Thomas More College 1995 — 1998
Bachelor of Arts (B.A.), Business Administration and Marketing
Total Quality Logistics December 2012 - Present
Primerica September 2011 - December 2012
Keir Educational Services March 2012 - August 2012
Edward Jones May 2009 - February 2010
SMARTHINKING, Inc. June 2007 - February 2009
Cengage Learning February 1999 - June 2007
Skills
Higher Education, E-Learning, Public Speaking, Teaching, Research, Financial Services
Education
College of Mount St. Joseph 2010 — 2012
Master of Arts (M.A.), Education
Thomas More College 1995 — 1998
Bachelor of Arts (B.A.), Business Administration and Marketing
Charlie Lawson's Edward Jones Experience December 2007 - November 2010
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2010 - Present
Edward Jones December 2007 - November 2010
Baffin, Inc. 2004 - 2007
Pacific Westeel Racking 2001 - 2004
J.H. Ryder Machinery Ltd. 2000 - 2001
Education
St. Mary's College of California 2012 — 2013
Master of Science, Financial Analysis and Investment Management
Mount Allison University 1994 — 1998
Bachelor of Commerce, Marketing
UBS Financial Services, Inc. September 2010 - Present
Edward Jones December 2007 - November 2010
Baffin, Inc. 2004 - 2007
Pacific Westeel Racking 2001 - 2004
J.H. Ryder Machinery Ltd. 2000 - 2001
Education
St. Mary's College of California 2012 — 2013
Master of Science, Financial Analysis and Investment Management
Mount Allison University 1994 — 1998
Bachelor of Commerce, Marketing
Mitchell Kirk's Edward Jones Experience March 2008 - December 2012
Job Account Vice President at SynopiaRx
Industry Financial Services
Experience
SynopiaRx March 2014 - Present
Kirk Enterprises June 2011 - Present
Edward Jones March 2008 - December 2012
Kirk Enterprises August 2007 - February 2008
Prolacta Bioscience November 2006 - August 2007
MCT Synergistics May 2006 - January 2007
Valeant Pharmaceuticals May 2003 - May 2006
GlaxoSmithKline October 1981 - May 2003
Skills
Strategy, Cross-functional Team..., Business Development, Start-ups, Business Planning, Leadership, Strategic Planning, Management, Contract Negotiation, Sales Management, Managed Care, Pharmaceutical Industry, Neurology, Pharmaceutical Sales, Marketing, Portfolio Management, Negotiation, Product Launch, Healthcare, Financial Analysis, Insurance, Selling, Due Diligence, Sales Force Development, Forecasting, Sales
Education
National University 1988 — 1989
MBA, Business Administration / Finance
Whittier College 1976 — 1980
BA, Biology
SynopiaRx March 2014 - Present
Kirk Enterprises June 2011 - Present
Edward Jones March 2008 - December 2012
Kirk Enterprises August 2007 - February 2008
Prolacta Bioscience November 2006 - August 2007
MCT Synergistics May 2006 - January 2007
Valeant Pharmaceuticals May 2003 - May 2006
GlaxoSmithKline October 1981 - May 2003
Skills
Strategy, Cross-functional Team..., Business Development, Start-ups, Business Planning, Leadership, Strategic Planning, Management, Contract Negotiation, Sales Management, Managed Care, Pharmaceutical Industry, Neurology, Pharmaceutical Sales, Marketing, Portfolio Management, Negotiation, Product Launch, Healthcare, Financial Analysis, Insurance, Selling, Due Diligence, Sales Force Development, Forecasting, Sales
Education
National University 1988 — 1989
MBA, Business Administration / Finance
Whittier College 1976 — 1980
BA, Biology
Erin Kinney's Edward Jones Experience March 2006 - January 2013
Job Financial Advisor at Arkfeld Wealth Strategies, Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Arkfeld Wealth Strategies, Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2013 - Present
Edward Jones March 2006 - January 2013
House of Representatives January 2003 - December 2005
Senator Chuck Hagel 2001 - 2001
Skills
IRAs, Retirement Planning, Investments, Fixed Annuities, Retirement, Insurance, Life Insurance, Long-term Care
Education
Nebraska Wesleyan University 1998 — 2002
Bachelor of Science (BS), Business Administration
Crofton Community High School 1995 — 2002
Arkfeld Wealth Strategies, Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2013 - Present
Edward Jones March 2006 - January 2013
House of Representatives January 2003 - December 2005
Senator Chuck Hagel 2001 - 2001
Skills
IRAs, Retirement Planning, Investments, Fixed Annuities, Retirement, Insurance, Life Insurance, Long-term Care
Education
Nebraska Wesleyan University 1998 — 2002
Bachelor of Science (BS), Business Administration
Crofton Community High School 1995 — 2002
Suzanne Tudor's Edward Jones Experience February 2009 - Present
Job Wealth Manager at Accredited Investors Inc.
Industry Financial Services
Experience
Accredited Investors Inc. October 2012 - Present
Edward Jones February 2009 - Present
Deloitte Consulting LLP January 2007 - January 2009
IBM (previously PricewaterhouseCoopers Consulting) March 2000 - January 2008
IBM Global Business Services 2002 - 2007
Prudential Financial June 1979 - September 1998
Skills
Certified Financial..., Business Transformation, Management Consulting, Business Process..., Strategic Planning, Change Management, Business Analysis, Account Management, New Business Development, Sales Management, Team Leadership
Education
William Mitchell College of Law 1994 — 1998
JD
University of Saint Thomas - School of Business 1980 — 1984
MBA
University of Minnesota-Twin Cities 1976 — 1979
BA, Journalism
Accredited Investors Inc. October 2012 - Present
Edward Jones February 2009 - Present
Deloitte Consulting LLP January 2007 - January 2009
IBM (previously PricewaterhouseCoopers Consulting) March 2000 - January 2008
IBM Global Business Services 2002 - 2007
Prudential Financial June 1979 - September 1998
Skills
Certified Financial..., Business Transformation, Management Consulting, Business Process..., Strategic Planning, Change Management, Business Analysis, Account Management, New Business Development, Sales Management, Team Leadership
Education
William Mitchell College of Law 1994 — 1998
JD
University of Saint Thomas - School of Business 1980 — 1984
MBA
University of Minnesota-Twin Cities 1976 — 1979
BA, Journalism
John Musni, AAMS's Edward Jones Experience April 2002 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2002 - Present
Wells Fargo May 1987 - April 2002
Household Finance 1984 - 1987
Taylor Made Business Systems 1982 - 1984
Xerox 1980 - 1982
Skills
Series 7, Long-term Care, Securities, Insurance, Portfolio Management, Investments, Investment Advisory, 529 Plans, Roth IRA, Bonds, IRAs, Wealth, 401k, Fixed Annuities, Financial Advisory, Mutual Funds, Retirement, Asset Allocation, Retirement Planning, College Savings Plans
Education
University of California, Berkeley 1976 — 1980
Monterey High School 1973 — 1976
Monterey Peninsula College
Edward Jones April 2002 - Present
Wells Fargo May 1987 - April 2002
Household Finance 1984 - 1987
Taylor Made Business Systems 1982 - 1984
Xerox 1980 - 1982
Skills
Series 7, Long-term Care, Securities, Insurance, Portfolio Management, Investments, Investment Advisory, 529 Plans, Roth IRA, Bonds, IRAs, Wealth, 401k, Fixed Annuities, Financial Advisory, Mutual Funds, Retirement, Asset Allocation, Retirement Planning, College Savings Plans
Education
University of California, Berkeley 1976 — 1980
Monterey High School 1973 — 1976
Monterey Peninsula College
Jaime Mitchell's Edward Jones Experience March 2015 - Present
Job Sourcing Specialist at Edward Jones
Industry Law Practice
Experience
Edward Jones March 2015 - Present
Pitzer Snodgrass, P.C. June 2011 - February 2015
Missouri Public Service Commission January 2009 - 2011
Brent Coon & Associates April 2007 - December 2008
Skills
Legal Writing, Legal Research, Civil Litigation, Litigation, Westlaw, Administrative Law, Hearings, Courts, Appeals, Construction Law, Criminal Law, Personal Injury, Commercial Litigation, Dispute Resolution, Product Liability
Education
New England Law Boston 2005 — 2008
J.D.
University of Missouri-Columbia 1999 — 2002
BSBA, Business Administration
Edward Jones March 2015 - Present
Pitzer Snodgrass, P.C. June 2011 - February 2015
Missouri Public Service Commission January 2009 - 2011
Brent Coon & Associates April 2007 - December 2008
Skills
Legal Writing, Legal Research, Civil Litigation, Litigation, Westlaw, Administrative Law, Hearings, Courts, Appeals, Construction Law, Criminal Law, Personal Injury, Commercial Litigation, Dispute Resolution, Product Liability
Education
New England Law Boston 2005 — 2008
J.D.
University of Missouri-Columbia 1999 — 2002
BSBA, Business Administration
Tammie Corbin's Edward Jones Experience 2002 - 2005
Job J1/8 at UNITED STATES AFRICA COMMAND
Industry Retail
Experience
USSOCOM February 2015 - Present
UNITED STATES AFRICA COMMAND November 2012 - July 2014
Home Depot 2010 - 2011
Target 2008 - 2010
The Home Depot 2005 - 2008
Edward Jones 2002 - 2005
Coca-Cola Bottling Co. Consolidated 1999 - 2001
US Army 1994 - 1999
Skills
Human Resources, Employee Training, Succession Planning, Recruiting, Team Building, Driving Results, Leadership, P&L, Operations Management, Management, Loss Prevention, Profit, Inventory Management, Customer Service, Hiring, Retail, Income Statement, Strategic Planning, Inventory Control, Process Improvement, Military, Sales, P&L Management, Coaching, Vendor Management, Visual Merchandising, Sales Management, Merchandising, Time Management, Change Management
Education
Murray State University 1992 — 1994
B.S., Sociology
Oakland City University 1989 — 1991
USSOCOM February 2015 - Present
UNITED STATES AFRICA COMMAND November 2012 - July 2014
Home Depot 2010 - 2011
Target 2008 - 2010
The Home Depot 2005 - 2008
Edward Jones 2002 - 2005
Coca-Cola Bottling Co. Consolidated 1999 - 2001
US Army 1994 - 1999
Skills
Human Resources, Employee Training, Succession Planning, Recruiting, Team Building, Driving Results, Leadership, P&L, Operations Management, Management, Loss Prevention, Profit, Inventory Management, Customer Service, Hiring, Retail, Income Statement, Strategic Planning, Inventory Control, Process Improvement, Military, Sales, P&L Management, Coaching, Vendor Management, Visual Merchandising, Sales Management, Merchandising, Time Management, Change Management
Education
Murray State University 1992 — 1994
B.S., Sociology
Oakland City University 1989 — 1991
Chris Halpin, CRPS®'s Edward Jones Experience December 2006 - January 2010
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Eaton Vance January 2010 - January 2015
Edward Jones December 2006 - January 2010
ING Mutual Funds December 2005 - October 2006
AllianceBernstein February 2001 - December 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs
Education
Montclair State University
Lincoln Financial Distributors June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Eaton Vance January 2010 - January 2015
Edward Jones December 2006 - January 2010
ING Mutual Funds December 2005 - October 2006
AllianceBernstein February 2001 - December 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs
Education
Montclair State University
Mark D. Edwards's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Education
Murray State University 1986 — 1991
B.S., Finance
Edward Jones May 2012 - Present
Education
Murray State University 1986 — 1991
B.S., Finance
Keith Demers's Edward Jones Experience November 1987 - Present
Job FINANCIAL ADVISOR at EDWARD JONES
Industry Financial Services
Experience
EDWARD JONES November 1987 - Present
Education
Muskingum College 1981 — 1985
EDWARD JONES November 1987 - Present
Education
Muskingum College 1981 — 1985
David Presson, CFA's Edward Jones Experience December 1983 - May 1996
Job Director of Investments at First Bank
Industry Financial Services
Experience
First Bank June 2008 - Present
Sparrow Capital Management December 2003 - April 2008
Bank of America May 1996 - November 2003
Edward Jones December 1983 - May 1996
Skills
Portfolio Management, Mutual Funds, Financial Analysis, Strategic Planning, Team Leadership, Financial Forecasting, Equities, Valuation, Asset Allocation, Investment Strategies, Leadership, Investments, Wealth Management, Finance, Trading, Investment Banking, Investment Advisory, Fixed Income, Asset Management
Education
Murray State University 1977 — 1981
Bachelor of Science (B.S.), Finance
First Bank June 2008 - Present
Sparrow Capital Management December 2003 - April 2008
Bank of America May 1996 - November 2003
Edward Jones December 1983 - May 1996
Skills
Portfolio Management, Mutual Funds, Financial Analysis, Strategic Planning, Team Leadership, Financial Forecasting, Equities, Valuation, Asset Allocation, Investment Strategies, Leadership, Investments, Wealth Management, Finance, Trading, Investment Banking, Investment Advisory, Fixed Income, Asset Management
Education
Murray State University 1977 — 1981
Bachelor of Science (B.S.), Finance
Brian M. Vigorito's Edward Jones Experience January 2011 - January 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2014 - Present
Edward Jones January 2011 - January 2014
Office Depot 2004 - December 2010
ADP 1999 - 2003
Skills
Financial Advisory, Risk Management, Multi-Generational..., Estate Investment..., Retirement Planning, 401(k) Rollovers, Insurance, Investment Strategies, Stock Analysis, Fixed Income Strategies, Tax-Efficient Strategies
Education
Montclair State University 1992 — 1996
BA, Communication
Wells Fargo Advisors, LLC January 2014 - Present
Edward Jones January 2011 - January 2014
Office Depot 2004 - December 2010
ADP 1999 - 2003
Skills
Financial Advisory, Risk Management, Multi-Generational..., Estate Investment..., Retirement Planning, 401(k) Rollovers, Insurance, Investment Strategies, Stock Analysis, Fixed Income Strategies, Tax-Efficient Strategies
Education
Montclair State University 1992 — 1996
BA, Communication
Susan Gibbs, CRPC's Edward Jones Experience June 1996 - April 1997
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management March 2014 - Present
Goodworth Kitchie & Associates, LLC April 2009 - March 2014
The Advisor Center 2013 - 2013
Merrill Lynch December 2006 - March 2009
Smith Barney April 2001 - December 2006
Merrill Lynch April 1997 - April 2001
Edward Jones June 1996 - April 1997
Northern Trust Corporation November 1984 - April 1997
Principal Financial Group 1992 - 1995
Skills
Finance, Business Development, Securities, Management, Sales, FINRA, Leadership, Financial Analysis, Insurance, Risk Management, Banking, Credit, Employee Benefits, Business Planning, Customer Relations, Strategic Planning, Loans, Budgets, Process Improvement, Accounting, New Business Development
Education
Roosevelt University
Paralegal Certification; Litigation
Mount Mary University
BA, Business
Regina Dominican High School
High School, college prep
BMO Global Asset Management March 2014 - Present
Goodworth Kitchie & Associates, LLC April 2009 - March 2014
The Advisor Center 2013 - 2013
Merrill Lynch December 2006 - March 2009
Smith Barney April 2001 - December 2006
Merrill Lynch April 1997 - April 2001
Edward Jones June 1996 - April 1997
Northern Trust Corporation November 1984 - April 1997
Principal Financial Group 1992 - 1995
Skills
Finance, Business Development, Securities, Management, Sales, FINRA, Leadership, Financial Analysis, Insurance, Risk Management, Banking, Credit, Employee Benefits, Business Planning, Customer Relations, Strategic Planning, Loans, Budgets, Process Improvement, Accounting, New Business Development
Education
Roosevelt University
Paralegal Certification; Litigation
Mount Mary University
BA, Business
Regina Dominican High School
High School, college prep
William A Nevitt's Edward Jones Experience October 2008 - February 2009
Job Securities Professional & Investment Advisor
Industry Financial Services
Experience
ABN AMRO Clearing Chicago LLC June 2009 - June 2015
Ameriprise Financial March 2009 - June 2009
Edward Jones October 2008 - February 2009
B & B Securities November 1997 - August 2008
Skills
Securities, Investments, Wealth Management, Saving for Education, Mutual Funds, Risk Management, Retirement Planning, Banking, Portfolio Management, Estate Planning, Series 7, Equities, Finance, FINRA, Trading
Education
Molloy College 1976 — 1980
Bachelor’s Degree, Philosophy, 3.9
ABN AMRO Clearing Chicago LLC June 2009 - June 2015
Ameriprise Financial March 2009 - June 2009
Edward Jones October 2008 - February 2009
B & B Securities November 1997 - August 2008
Skills
Securities, Investments, Wealth Management, Saving for Education, Mutual Funds, Risk Management, Retirement Planning, Banking, Portfolio Management, Estate Planning, Series 7, Equities, Finance, FINRA, Trading
Education
Molloy College 1976 — 1980
Bachelor’s Degree, Philosophy, 3.9
Irina Bolotin's Edward Jones Experience February 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2003 - Present
Schaeff Inc. September 1992 - January 1996
Education
Moscow Power Engineering Institute (Technical University) 1979 — 1985
Masters, Electrical Engineering
Edward Jones February 2003 - Present
Schaeff Inc. September 1992 - January 1996
Education
Moscow Power Engineering Institute (Technical University) 1979 — 1985
Masters, Electrical Engineering
Toni Dorosh's Edward Jones Experience September 2008 - March 2011
Job Account Manager
Industry Financial Services
Experience
Charlie Baggs Culinary Innovations September 2013 - Present
Association Member Benefits Advisors April 2011 - July 2012
Edward Jones September 2008 - March 2011
Countrywide Home Loans 2005 - 2008
Fannie Mae 1992 - 2004
Skills
Financial Advisory, Long Term Care Insurance, Long Term Business..., Presentations, Business Relationship..., Customer Satisfaction, Operations Management, Mortgage Underwriting, Quality Control
Education
National Louis University 1996 — 1998
Bachelor's degree, Business Administration and Management, General
National-Louis University 1996 — 1998
BA, Business Administration
Charlie Baggs Culinary Innovations September 2013 - Present
Association Member Benefits Advisors April 2011 - July 2012
Edward Jones September 2008 - March 2011
Countrywide Home Loans 2005 - 2008
Fannie Mae 1992 - 2004
Skills
Financial Advisory, Long Term Care Insurance, Long Term Business..., Presentations, Business Relationship..., Customer Satisfaction, Operations Management, Mortgage Underwriting, Quality Control
Education
National Louis University 1996 — 1998
Bachelor's degree, Business Administration and Management, General
National-Louis University 1996 — 1998
BA, Business Administration
Richard Bingaman's Edward Jones Experience June 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1994 - Present
Skills
Mutual Funds
Education
Monmouth College 1976 — 1978
Bachelor of Arts (BA), Finance, General
Edward Jones June 1994 - Present
Skills
Mutual Funds
Education
Monmouth College 1976 — 1978
Bachelor of Arts (BA), Finance, General
adam chustz's Edward Jones Experience January 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2000 - Present
Education
Murray State University
Bachelor's degree, Finance, General
Edward Jones January 2000 - Present
Education
Murray State University
Bachelor's degree, Finance, General
Scott Clapp's Edward Jones Experience March 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2004 - Present
Education
Murray State University 1999 — 2003
BS, Business
Edward Jones March 2004 - Present
Education
Murray State University 1999 — 2003
BS, Business
Collin Fawcett, AAMS®'s Edward Jones Experience June 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2000 - Present
Skills
Mutual Funds, Fixed Income Investments, Equities, Individual Retirement..., Retirement Plan..., Estate considerations, Insurance
Education
Muskingum College 1989 — 1993
Economics; Business
Muskingum College
Bachelor of Science, Economics and Business
Edward Jones June 2000 - Present
Skills
Mutual Funds, Fixed Income Investments, Equities, Individual Retirement..., Retirement Plan..., Estate considerations, Insurance
Education
Muskingum College 1989 — 1993
Economics; Business
Muskingum College
Bachelor of Science, Economics and Business
Catina Smith's Edward Jones Experience October 2000 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2000 - Present
Skills
Risk Management, Banking, Systems Analysis, Disaster Recovery, SharePoint
Education
Webster University 2004 — 2006
MA, Quality Management
Monmouth College 1996 — 2000
BA, Business Administration
Edward Jones October 2000 - Present
Skills
Risk Management, Banking, Systems Analysis, Disaster Recovery, SharePoint
Education
Webster University 2004 — 2006
MA, Quality Management
Monmouth College 1996 — 2000
BA, Business Administration
Darleen Holroyd's Edward Jones Experience February 2015 - Present
Job Talent Acquisition Manager at Edward Jones
Industry Banking
Experience
Edward Jones February 2015 - Present
ATB Financial October 2010 - November 2013
CIBC January 1998 - October 2010
Skills
Awesomeness, Recruiting, Talent Acquisition, Talent Management, Performance Management, Leadership, Employee Relations, Employee Engagement, Management, Applicant Tracking..., HR Policies, Sourcing, Policy, HR Consulting, Vendor Management, Employee Training, Relationship Management, Training, Change Management, Executive Search, Coaching, Strategy, Onboarding, Temporary Placement, Career Development, Team Management, Team Building, Benefits Administration
Education
Medicine Hat College
Early Childhood Development
Mount Royal College
Human Resources
Edward Jones February 2015 - Present
ATB Financial October 2010 - November 2013
CIBC January 1998 - October 2010
Skills
Awesomeness, Recruiting, Talent Acquisition, Talent Management, Performance Management, Leadership, Employee Relations, Employee Engagement, Management, Applicant Tracking..., HR Policies, Sourcing, Policy, HR Consulting, Vendor Management, Employee Training, Relationship Management, Training, Change Management, Executive Search, Coaching, Strategy, Onboarding, Temporary Placement, Career Development, Team Management, Team Building, Benefits Administration
Education
Medicine Hat College
Early Childhood Development
Mount Royal College
Human Resources
William Jacobs's Edward Jones Experience September 2009 - March 2010
Job Investment Platform Product Development
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Two Four May 2010 - July 2013
Edward Jones September 2009 - March 2010
B of A - Merrill Lynch (Broadcort Division) September 2007 - March 2009
Pershing LLC June 1995 - September 2007
Smith Barney, Inc. May 1992 - June 1995
Shearson Lehman Brothers 1985 - 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Alternative Investments, Fixed Income, Securities, Financial Services
Education
Montclair State University 1971 — 1975
Bachelor of Arts, English
Morgan Stanley July 2013 - Present
Two Four May 2010 - July 2013
Edward Jones September 2009 - March 2010
B of A - Merrill Lynch (Broadcort Division) September 2007 - March 2009
Pershing LLC June 1995 - September 2007
Smith Barney, Inc. May 1992 - June 1995
Shearson Lehman Brothers 1985 - 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Alternative Investments, Fixed Income, Securities, Financial Services
Education
Montclair State University 1971 — 1975
Bachelor of Arts, English
Pamela Schneider's Edward Jones Experience November 2003 - October 2004
Job Senior Director, Institutional Relationship Management
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
TIAA-CREF January 2006 - December 2009
TIAA-CREF January 2004 - December 2005
Edward Jones November 2003 - October 2004
TIAA-CREF May 2002 - October 2003
TIAA-CREF 1998 - 2002
Skills
Strategic Financial..., Retirement, New Business Development, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Series 7, Change Management, Process Improvement, Securities, Series 63, Strategic Planning, Asset Managment, Asset Management, Investments, Portfolio Management, Relationship Management, Series 6, 401k, Call Center, Series 24, Call Centers, Fixed Annuities, Financial Advisory, IRAs, Leadership, Asset Allocation, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Financial Planning
Education
Mount Holyoke College 1978 — 1982
BA, International Relations
TIAA-CREF January 2010 - Present
TIAA-CREF January 2006 - December 2009
TIAA-CREF January 2004 - December 2005
Edward Jones November 2003 - October 2004
TIAA-CREF May 2002 - October 2003
TIAA-CREF 1998 - 2002
Skills
Strategic Financial..., Retirement, New Business Development, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Series 7, Change Management, Process Improvement, Securities, Series 63, Strategic Planning, Asset Managment, Asset Management, Investments, Portfolio Management, Relationship Management, Series 6, 401k, Call Center, Series 24, Call Centers, Fixed Annuities, Financial Advisory, IRAs, Leadership, Asset Allocation, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Financial Planning
Education
Mount Holyoke College 1978 — 1982
BA, International Relations
Heath Scott's Edward Jones Experience 1999 - 2003
Job Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons May 2006 - Present
BB&T Investments 2003 - 2006
Edward Jones 1999 - 2003
Skills
Marketing, Strategic Financial..., Customer Service, Public Speaking, Strategic Planning, Financial Planning, Sales
Education
Murray State University 1992 — 1997
Bachelors
Hilliard Lyons May 2006 - Present
BB&T Investments 2003 - 2006
Edward Jones 1999 - 2003
Skills
Marketing, Strategic Financial..., Customer Service, Public Speaking, Strategic Planning, Financial Planning, Sales
Education
Murray State University 1992 — 1997
Bachelors
Peg Mere's Edward Jones Experience July 2002 - October 2004
Job Farmer
Industry Farming
Experience
Island Produce LLC and Burlage Inc May 2013 - Present
Jones Regional Medical Center March 2011 - June 2013
Farm Service Agency April 2010 - October 2010
Valley Road Seeds October 2004 - October 2009
Edward Jones July 2002 - October 2004
Skills
Public Speaking, Team Building, Sales, Microsoft Word, Event Planning, Process Improvement, Microsoft Office, Customer Service, Vegetable Gardening, Accounting, Marketing, Finance, Small Business, Agribusiness, Social Media Marketing
Education
Mount Mercy University 1985 — 1989
BBA, Accounting/Marketing
Island Produce LLC and Burlage Inc May 2013 - Present
Jones Regional Medical Center March 2011 - June 2013
Farm Service Agency April 2010 - October 2010
Valley Road Seeds October 2004 - October 2009
Edward Jones July 2002 - October 2004
Skills
Public Speaking, Team Building, Sales, Microsoft Word, Event Planning, Process Improvement, Microsoft Office, Customer Service, Vegetable Gardening, Accounting, Marketing, Finance, Small Business, Agribusiness, Social Media Marketing
Education
Mount Mercy University 1985 — 1989
BBA, Accounting/Marketing
Neal Chalkley's Edward Jones Experience November 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Peake DeLancey Printers, LLC November 1988 - November 2012
Stephenson Printing June 1981 - November 1988
Skills
Sales, Sales Management, Business Development, Marketing, Customer Service, Direct Marketing, Email Marketing, Project Management, Account Management, New Business Development, Small Business, Strategy, Strategic Planning, Marketing Strategy, Marketing Communications
Education
Montgomery College 1977 — 1981
AA, Printing Management, 3.4 GPA
Edward Jones November 2012 - Present
Peake DeLancey Printers, LLC November 1988 - November 2012
Stephenson Printing June 1981 - November 1988
Skills
Sales, Sales Management, Business Development, Marketing, Customer Service, Direct Marketing, Email Marketing, Project Management, Account Management, New Business Development, Small Business, Strategy, Strategic Planning, Marketing Strategy, Marketing Communications
Education
Montgomery College 1977 — 1981
AA, Printing Management, 3.4 GPA
Christopher Shella's Edward Jones Experience July 2014 - February 2015
Job Chief Investment Officer, Black Wall Street Investments, LLC.
Industry Financial Services
Experience
Black Wall Street Investments, LLC. February 2015 - Present
Edward Jones July 2014 - February 2015
Shella, Harris & Aus P.C. May 2012 - July 2014
Digisoda Publishing July 2009 - July 2014
Nassau County District Attorney 1996 - 1999
Nassau County District Attorney 1996 - 1999
Skills
Commercial Litigation, Legal Writing, Legal Research, Political Campaigns, Public Speaking, Appeals, Courts, Criminal Law, Finance, Government, Legislation, Legislative Relations, Litigation, Mediation, Nonprofits, Policy, Policy Analysis, Politics, Public Policy, Research, Trials, Civil Litigation, Management, Trial Practice, Leadership, Strategic Planning, Westlaw
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin 1993 — 1996
Doctor of Law (JD), Law
Morehouse College 1989 — 1993
Bachelor's degree, International/Global Studies
ncssm 1987 — 1989
orange high school 1985 — 1987
orange high school
orange high school
orange high school
Black Wall Street Investments, LLC. February 2015 - Present
Edward Jones July 2014 - February 2015
Shella, Harris & Aus P.C. May 2012 - July 2014
Digisoda Publishing July 2009 - July 2014
Nassau County District Attorney 1996 - 1999
Nassau County District Attorney 1996 - 1999
Skills
Commercial Litigation, Legal Writing, Legal Research, Political Campaigns, Public Speaking, Appeals, Courts, Criminal Law, Finance, Government, Legislation, Legislative Relations, Litigation, Mediation, Nonprofits, Policy, Policy Analysis, Politics, Public Policy, Research, Trials, Civil Litigation, Management, Trial Practice, Leadership, Strategic Planning, Westlaw
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin 1993 — 1996
Doctor of Law (JD), Law
Morehouse College 1989 — 1993
Bachelor's degree, International/Global Studies
ncssm 1987 — 1989
orange high school 1985 — 1987
orange high school
orange high school
orange high school
Stephen Saia's Edward Jones Experience January 2009 - March 2010
Job Ventures and Acquisitions Specialist at Accenture
Industry Financial Services
Experience
Accenture January 2015 - Present
Accenture September 2014 - January 2015
Accenture January 2014 - August 2014
Accenture May 2012 - December 2013
Alpha Sigma Phi Fraternity, Inc. August 2010 - November 2013
The Mercutio May 2011 - November 2012
Bank of the West March 2010 - May 2012
Edward Jones January 2009 - March 2010
Skills
SAP, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Microsoft Excel, Financial Forecasting, Accounting, Team Building, Leadership Development, Team Leadership, Leadership, Project Planning, Forecasting, Budgets, Internal Controls, Auditing, Customer Service, Finance, Costpoint, Financial Planning, Microsoft Office, Public Speaking
Education
Murray State University 2004 — 2008
Bachelor, Finance and Financial Planning
Accenture January 2015 - Present
Accenture September 2014 - January 2015
Accenture January 2014 - August 2014
Accenture May 2012 - December 2013
Alpha Sigma Phi Fraternity, Inc. August 2010 - November 2013
The Mercutio May 2011 - November 2012
Bank of the West March 2010 - May 2012
Edward Jones January 2009 - March 2010
Skills
SAP, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Microsoft Excel, Financial Forecasting, Accounting, Team Building, Leadership Development, Team Leadership, Leadership, Project Planning, Forecasting, Budgets, Internal Controls, Auditing, Customer Service, Finance, Costpoint, Financial Planning, Microsoft Office, Public Speaking
Education
Murray State University 2004 — 2008
Bachelor, Finance and Financial Planning
Dutch Bouwman's Edward Jones Experience June 1998 - Present
Job financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1998 - Present
Morgan Stanley June 1993 - June 1998
US Navy Reserve October 1972 - June 1993
Education
Naval War College 1986 — 1987
Master of Arts (M.A.), National Security Policy Studies, 3
Salve Regina University 1986 — 1987
Master of Science (M.S.), Business Administration and Management, General, 3.0
Northwestern College 1969 — 1972
Bachelor of Arts (B.A.), Sociology, 3.0
Edward Jones June 1998 - Present
Morgan Stanley June 1993 - June 1998
US Navy Reserve October 1972 - June 1993
Education
Naval War College 1986 — 1987
Master of Arts (M.A.), National Security Policy Studies, 3
Salve Regina University 1986 — 1987
Master of Science (M.S.), Business Administration and Management, General, 3.0
Northwestern College 1969 — 1972
Bachelor of Arts (B.A.), Sociology, 3.0
Nick Moes's Edward Jones Experience May 2010 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Vann's, Inc. June 2008 - March 2013
Vann's, Inc. January 2004 - June 2008
Education
Montana State University-Bozeman 2000 — 2004
Business, Finance
Edward Jones May 2010 - Present
Vann's, Inc. June 2008 - March 2013
Vann's, Inc. January 2004 - June 2008
Education
Montana State University-Bozeman 2000 — 2004
Business, Finance
Patrick Chou's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Self-employed May 2015 - Present
Edward Jones October 2014 - Present
Self-employed May 2010 - October 2014
NCR Corporation June 2007 - May 2010
Wincor Nixdorf September 2002 - May 2007
IBM July 1986 - August 2002
Skills
Management, Banking, Outsourcing, Business Strategy, Operations Management, Business Analysis, Enterprise Risk..., Business Intelligence, Management Consulting, Change Management, Leadership
Education
National Chiao Tung University 1980 — 1984
Bachelor, Information Science
Self-employed May 2015 - Present
Edward Jones October 2014 - Present
Self-employed May 2010 - October 2014
NCR Corporation June 2007 - May 2010
Wincor Nixdorf September 2002 - May 2007
IBM July 1986 - August 2002
Skills
Management, Banking, Outsourcing, Business Strategy, Operations Management, Business Analysis, Enterprise Risk..., Business Intelligence, Management Consulting, Change Management, Leadership
Education
National Chiao Tung University 1980 — 1984
Bachelor, Information Science
Kay Dolon-Furches's Edward Jones Experience 2007 - 2008
Job Grant Writer
Industry Writing and Editing
Experience
Self employed 2003 - Present
Edward Jones 2007 - 2008
Education
Murray State University 2005 — 2007
BIS, Communication
Luzerne County Community College 2003 — 2005
AS, Accounting
Self employed 2003 - Present
Edward Jones 2007 - 2008
Education
Murray State University 2005 — 2007
BIS, Communication
Luzerne County Community College 2003 — 2005
AS, Accounting
Heather Bard's Edward Jones Experience June 2005 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2005 - Present
Skills
Event Planning, Microsoft Office, Uniform Combined State..., Outlook, Administrative..., Microsoft Excel, Customer Service, Data Entry, Financial Services
Education
New College of Florida
Edward Jones June 2005 - Present
Skills
Event Planning, Microsoft Office, Uniform Combined State..., Outlook, Administrative..., Microsoft Excel, Customer Service, Data Entry, Financial Services
Education
New College of Florida
Paul Husted's Edward Jones Experience April 1982 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones April 1982 - Present
Skills
Business Success Coach, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, IRAs, Investments, Asset Management, Investment Strategies, Securities, Strategic Financial..., Insurance, Financial Services, Portfolio Management, Estate Planning, Series 63, Retirement, Fixed Annuities, Series 24, Financial Advisory, 529 Plans, 401k, Financial Planning
Education
Montana State University-Billings 1973 — 1976
B.A. & M.S., History, Education
Edward Jones April 1982 - Present
Skills
Business Success Coach, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, IRAs, Investments, Asset Management, Investment Strategies, Securities, Strategic Financial..., Insurance, Financial Services, Portfolio Management, Estate Planning, Series 63, Retirement, Fixed Annuities, Series 24, Financial Advisory, 529 Plans, 401k, Financial Planning
Education
Montana State University-Billings 1973 — 1976
B.A. & M.S., History, Education
Elizabeth Seay's Edward Jones Experience January 2014 - May 2014
Job Junior Consultant at Adam's Gate Consulting
Industry Public Relations and Communications
Experience
Adam's Gate Consulting June 2014 - Present
Independent Consultant November 2012 - Present
Edward Jones January 2014 - May 2014
Southern Illinois University Edwardsville August 2012 - December 2013
Family Life Consultants July 2012 - November 2012
Abstrakt Marketing Group May 2012 - June 2012
Murray State University August 2011 - May 2012
Murray State University May 2011 - May 2012
Murray State University January 2011 - December 2011
Murray State University January 2011 - May 2011
Skills
Public Relations, Social Media, Writing, Press Releases, Public Speaking, Event Planning, Event Management, Sports, Research, Word, Effective Communicator, Organized, Problem Solver, Editing, Microsoft Word, Blogging, Social Media Marketing, Email Marketing, Advertising, Marketing Communications, Publicity, Marketing Strategy, Marketing, Customer Service, Facebook, Copywriting, Communication
Education
Southern Illinois University, Edwardsville 2012 — 2013
Master's Degree, Public Administration
Murray State University 2008 — 2012
Bachelor of Science, Public Relations
Adam's Gate Consulting June 2014 - Present
Independent Consultant November 2012 - Present
Edward Jones January 2014 - May 2014
Southern Illinois University Edwardsville August 2012 - December 2013
Family Life Consultants July 2012 - November 2012
Abstrakt Marketing Group May 2012 - June 2012
Murray State University August 2011 - May 2012
Murray State University May 2011 - May 2012
Murray State University January 2011 - December 2011
Murray State University January 2011 - May 2011
Skills
Public Relations, Social Media, Writing, Press Releases, Public Speaking, Event Planning, Event Management, Sports, Research, Word, Effective Communicator, Organized, Problem Solver, Editing, Microsoft Word, Blogging, Social Media Marketing, Email Marketing, Advertising, Marketing Communications, Publicity, Marketing Strategy, Marketing, Customer Service, Facebook, Copywriting, Communication
Education
Southern Illinois University, Edwardsville 2012 — 2013
Master's Degree, Public Administration
Murray State University 2008 — 2012
Bachelor of Science, Public Relations
Jennifer Peninger's Edward Jones Experience May 2009 - June 2011
Job Experienced Admininstrative Assistant
Industry Accounting
Experience
Billy Graham Training Center at The Cove September 2012 - Present
Edward Jones May 2009 - June 2011
Dick's Sporting Goods 2003 - 2009
Skills
Spreadsheets
Education
Montreat College
Bachelor's degree, Business Administration / Accounting
Billy Graham Training Center at The Cove September 2012 - Present
Edward Jones May 2009 - June 2011
Dick's Sporting Goods 2003 - 2009
Skills
Spreadsheets
Education
Montreat College
Bachelor's degree, Business Administration / Accounting
Kimberly Oppelt's Edward Jones Experience June 2011 - August 2011
Job Student
Industry Religious Institutions
Experience
Edward Jones June 2011 - August 2011
Education
Nazarene Bible College
Christian Counseling and Pastoral Ministries
Edward Jones June 2011 - August 2011
Education
Nazarene Bible College
Christian Counseling and Pastoral Ministries
Gymma Dyer's Edward Jones Experience April 2008 - August 2009
Job Property Managment
Industry Real Estate
Experience
Beltin Property Management 2012 - Present
Edward Jones April 2008 - August 2009
Interbay Commercial, LLC August 2007 - March 2008
Skills
Sales Management, Marketing, Mortgage Lending, Banking, Strategic Planning, Loans, Investments, Leadership
Education
Northern Kentucky University 2003 — 2003
Criminology, 3.8
Morehead State University 1990 — 1993
Associate degree, Psychology/ Criminology, 3.2
Beltin Property Management 2012 - Present
Edward Jones April 2008 - August 2009
Interbay Commercial, LLC August 2007 - March 2008
Skills
Sales Management, Marketing, Mortgage Lending, Banking, Strategic Planning, Loans, Investments, Leadership
Education
Northern Kentucky University 2003 — 2003
Criminology, 3.8
Morehead State University 1990 — 1993
Associate degree, Psychology/ Criminology, 3.2
Ross Salas's Edward Jones Experience March 2011 - Present
Job
Industry
Experience
Edward Jones March 2011 - Present
Skills
Financial Advisory, Registered Investment..., Asset Allocation, Financial Planning, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 7, Wealth Management
Education
National American University 2003 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Edward Jones March 2011 - Present
Skills
Financial Advisory, Registered Investment..., Asset Allocation, Financial Planning, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 7, Wealth Management
Education
National American University 2003 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Rick Pederson's Edward Jones Experience 1993 - 1995
Job
Industry Logistics and Supply Chain
Experience
SUPERVALU 2010 - Present
TrueWork, LLC 2008 - 2015
US Navy Reserve 1993 - 2015
RedPrairie 2002 - 2008
McHugh 1998 - 2002
Gagnon 1995 - 1998
Edward Jones 1993 - 1995
US Navy 1985 - 1993
Skills
Process Improvement, Industrial Engineering, Distribution Logistics, CPIM, Work Measurement, Incentive Programs, Project Management, Grocery Industry, RedPrairie, TRICEPS, Supply Chain..., Performance Measurement, Warehouse Management, Supply Chain Management, Supply Chain, Warehousing, Logistics, Value Stream Mapping
Education
Northwestern University 1981 — 1985
Bachelor's Degree, Industrial Engineering
Naval War College
Strategy, Policy & International Affairs
SUPERVALU 2010 - Present
TrueWork, LLC 2008 - 2015
US Navy Reserve 1993 - 2015
RedPrairie 2002 - 2008
McHugh 1998 - 2002
Gagnon 1995 - 1998
Edward Jones 1993 - 1995
US Navy 1985 - 1993
Skills
Process Improvement, Industrial Engineering, Distribution Logistics, CPIM, Work Measurement, Incentive Programs, Project Management, Grocery Industry, RedPrairie, TRICEPS, Supply Chain..., Performance Measurement, Warehouse Management, Supply Chain Management, Supply Chain, Warehousing, Logistics, Value Stream Mapping
Education
Northwestern University 1981 — 1985
Bachelor's Degree, Industrial Engineering
Naval War College
Strategy, Policy & International Affairs
Mike Blando's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Solenis August 2014 - August 2015
Solenis January 2014 - August 2014
Ashland, Inc. October 2011 - January 2014
Ashland, Inc. October 2006 - October 2011
Ashland Inc October 2005 - October 2006
Butte Country Club May 2002 - October 2004
Skills
Water Treatment, Chemical Engineering, Process Optimization, Polymers, Chemistry, Process Simulation, Coatings, Process Engineering, Additives, Market Development, Management, Mining, Process Control
Education
Montana State University-Bozeman 2001 — 2004
BS, Economics
Montana Tech of the University of Montana 1999 — 2001
Chemistry
Edward Jones August 2015 - Present
Solenis August 2014 - August 2015
Solenis January 2014 - August 2014
Ashland, Inc. October 2011 - January 2014
Ashland, Inc. October 2006 - October 2011
Ashland Inc October 2005 - October 2006
Butte Country Club May 2002 - October 2004
Skills
Water Treatment, Chemical Engineering, Process Optimization, Polymers, Chemistry, Process Simulation, Coatings, Process Engineering, Additives, Market Development, Management, Mining, Process Control
Education
Montana State University-Bozeman 2001 — 2004
BS, Economics
Montana Tech of the University of Montana 1999 — 2001
Chemistry
Marie Wears's Edward Jones Experience 1990 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 1990 - Present
Education
Mount Vernon Nazarene University 2009 — 2011
Bachelor of Social Work, Social Workf
North Central State College 2005 — 2009
Associates in Human Services, Social Work
Edward Jones 1990 - Present
Education
Mount Vernon Nazarene University 2009 — 2011
Bachelor of Social Work, Social Workf
North Central State College 2005 — 2009
Associates in Human Services, Social Work
Derek Shaffer's Edward Jones Experience March 2005 - January 2008
Job Mortgage Loan Originator at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2009 - Present
Edward Jones March 2005 - January 2008
Skills
Mortgage Lending, Consumer Lending, Loan Origination, Loans, FHA, Commercial Lending, Banking, Credit, Credit Analysis, Mortgage Banking, Customer Service, Finance, Residential Homes, Investment Properties, Foreclosures, Real Estate Transactions, Sales, Single Family Homes, Refinance, First Time Home Buyers, Residential Mortgages, FHA Financing, USDA Rural Housing, Conventional Financing, VA Loans, Referrals, Retail Banking
Education
Murray State University 2001 — 2006
Bachelor's degree, Finance
U.S. Bank August 2009 - Present
Edward Jones March 2005 - January 2008
Skills
Mortgage Lending, Consumer Lending, Loan Origination, Loans, FHA, Commercial Lending, Banking, Credit, Credit Analysis, Mortgage Banking, Customer Service, Finance, Residential Homes, Investment Properties, Foreclosures, Real Estate Transactions, Sales, Single Family Homes, Refinance, First Time Home Buyers, Residential Mortgages, FHA Financing, USDA Rural Housing, Conventional Financing, VA Loans, Referrals, Retail Banking
Education
Murray State University 2001 — 2006
Bachelor's degree, Finance
Randy Bluhm's Edward Jones Experience 1992 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1992 - Present
Education
Nebraska Wesleyan University
Edward Jones 1992 - Present
Education
Nebraska Wesleyan University
Leah Pattison's Edward Jones Experience December 2014 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Edward Jones December 2014 - Present
Cerner Corporation 2010 - November 2014
Skills
Customer Support, Customer Service, At Multitasking, Microsoft Excel, Microsoft Word, Microsoft Office, BMC Remedy Ticketing..., Multi-line Phone, Dispatching, Communication, Organizational..., PowerChart, Data Entry
Education
Muskingum College 2010 — 2014
Bachelor of Arts (B.A.), Business/Commerce, General
John Glenn High School 2006 — 2010
Diploma
Edward Jones December 2014 - Present
Cerner Corporation 2010 - November 2014
Skills
Customer Support, Customer Service, At Multitasking, Microsoft Excel, Microsoft Word, Microsoft Office, BMC Remedy Ticketing..., Multi-line Phone, Dispatching, Communication, Organizational..., PowerChart, Data Entry
Education
Muskingum College 2010 — 2014
Bachelor of Arts (B.A.), Business/Commerce, General
John Glenn High School 2006 — 2010
Diploma
Mikael Austin's Edward Jones Experience June 2012 - August 2012
Job Entreprenuer
Industry Internet
Experience
Center for Teaching and Learning in China August 2013 - June 2014
Educational Testing Service (ETS) June 2013 - August 2013
Edward Jones June 2012 - August 2012
City of St. Louis June 2011 - August 2011
Office of Congressman William Lacy Clay, Jr. May 2010 - June 2010
United Way of Greater St. Louis June 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Research, Editing, English, Curriculum Design, Curriculum Development, Mandarin, Basic HTML, Teaching, Team Leadership
Education
Morehouse College 2009 — 2013
Bachelor's Degree, English
Peking University
TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
Center for Teaching and Learning in China August 2013 - June 2014
Educational Testing Service (ETS) June 2013 - August 2013
Edward Jones June 2012 - August 2012
City of St. Louis June 2011 - August 2011
Office of Congressman William Lacy Clay, Jr. May 2010 - June 2010
United Way of Greater St. Louis June 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Research, Editing, English, Curriculum Design, Curriculum Development, Mandarin, Basic HTML, Teaching, Team Leadership
Education
Morehouse College 2009 — 2013
Bachelor's Degree, English
Peking University
TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation