Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Nikki Little Nikki Little's Edward Jones Experience August 2015 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones August 2014 - August 2015
The University of Alabama November 2014 - July 2015
Edward Jones June 2014 - August 2014
Edward Jones August 2013 - June 2014
Edward Jones June 2013 - August 2013
Auburn University April 2013 - May 2013
Auburn Research & Technology Foundation August 2011 - May 2013
Victoria's Secret July 2011 - June 2012
Little Valley Farms May 2011 - August 2011
Skills
Investments, Time Value of Money, Research, Public Speaking, Event Planning, PowerPoint, Social Media Marketing, Social Media, Organization, Microsoft Office, Email, Microsoft Publisher, Administrative..., Outlook, Marketing, Microsoft Word
Education
University of Alabama 2014 — 2015
Master’s Degree, Financial Planning and Services
Auburn University 2010 — 2014
Bachelor's Degree, Agricultural Economics, Summa Cum Laude; University Honor's Scholar
Bevill State Community College 2009 — 2010
Edward Jones August 2015 - Present
Edward Jones August 2014 - August 2015
The University of Alabama November 2014 - July 2015
Edward Jones June 2014 - August 2014
Edward Jones August 2013 - June 2014
Edward Jones June 2013 - August 2013
Auburn University April 2013 - May 2013
Auburn Research & Technology Foundation August 2011 - May 2013
Victoria's Secret July 2011 - June 2012
Little Valley Farms May 2011 - August 2011
Skills
Investments, Time Value of Money, Research, Public Speaking, Event Planning, PowerPoint, Social Media Marketing, Social Media, Organization, Microsoft Office, Email, Microsoft Publisher, Administrative..., Outlook, Marketing, Microsoft Word
Education
University of Alabama 2014 — 2015
Master’s Degree, Financial Planning and Services
Auburn University 2010 — 2014
Bachelor's Degree, Agricultural Economics, Summa Cum Laude; University Honor's Scholar
Bevill State Community College 2009 — 2010
Paul Tatum's Edward Jones Experience October 2003 - July 2004
Job Associate Planned Giving Director at The Salvation Army
Industry Nonprofit Organization Management
Experience
The Salvation Army May 2008 - Present
Greater Alabama Council April 2005 - May 2008
Thrivent Financial for Lutherans July 2004 - April 2005
Edward Jones October 2003 - July 2004
Boy Scouts of America January 2000 - October 2003
Boy Scouts of America April 1996 - January 2000
Skills
Volunteer Management, Nonprofits, Community Outreach, Fundraising, Program Development, Community Development, Non-profit..., Event Planning, Board Development, Planned Giving, Capital Campaigns, Membership Building, Estate Planning, CRM databases, Annual Giving
Education
University of Georgia 1993 — 1995
Bachelor's degree
Augusta State University 1990 — 1993
The Salvation Army May 2008 - Present
Greater Alabama Council April 2005 - May 2008
Thrivent Financial for Lutherans July 2004 - April 2005
Edward Jones October 2003 - July 2004
Boy Scouts of America January 2000 - October 2003
Boy Scouts of America April 1996 - January 2000
Skills
Volunteer Management, Nonprofits, Community Outreach, Fundraising, Program Development, Community Development, Non-profit..., Event Planning, Board Development, Planned Giving, Capital Campaigns, Membership Building, Estate Planning, CRM databases, Annual Giving
Education
University of Georgia 1993 — 1995
Bachelor's degree
Augusta State University 1990 — 1993
Andy Inman's Edward Jones Experience December 2008 - March 2011
Job Financial Advisor, Director of Wealth Management at Peoples Investment Professionals
Industry Financial Services
Experience
Investment Professionals, Inc. March 2011 - Present
Esperanza Education Foundation March 2010 - Present
Edward Jones December 2008 - March 2011
The Request Group August 2008 - November 2008
The Tomato Cafe February 2007 - January 2008
Skills
College Savings Plans, 401k Rollovers, Long Term Care, Investments, Series 7, Pensions, IRA's, Financial Planning, Retirement Planning, Annuities, Risk Management, Financial Analysis, Asset Management, Organizational..., Succession Planning, Retirement, Wealth Management, 401k, Mutual Funds, Employee Benefits, Term Life Insurance, Bonds, REIT's, Retirement Income..., Retirement Solutions, Retirement Plans, Retirement Savings, 529 Plans, Disability Insurance, Stocks, IRA Rollovers, Roth IRA, Organizational Change, Alternative Investments, Financial Planners, Asset Allocation, IRAs, FINRA, Securities, Financial Advisory, Life Insurance, Wealth Accumulation, REIT, Long Term Care Insurance, Strategic Financial..., Income Protection, Investment Advisory, Variable Annuities, Fixed Annuities, Estate Planning
Education
University of the Rockies 2010 — 2012
MA, Psychology with a Specialization in Organizational Leadership
Augustana College (SD) 2002 — 2006
B.A., Computer Information Systems, Art
Investment Professionals, Inc. March 2011 - Present
Esperanza Education Foundation March 2010 - Present
Edward Jones December 2008 - March 2011
The Request Group August 2008 - November 2008
The Tomato Cafe February 2007 - January 2008
Skills
College Savings Plans, 401k Rollovers, Long Term Care, Investments, Series 7, Pensions, IRA's, Financial Planning, Retirement Planning, Annuities, Risk Management, Financial Analysis, Asset Management, Organizational..., Succession Planning, Retirement, Wealth Management, 401k, Mutual Funds, Employee Benefits, Term Life Insurance, Bonds, REIT's, Retirement Income..., Retirement Solutions, Retirement Plans, Retirement Savings, 529 Plans, Disability Insurance, Stocks, IRA Rollovers, Roth IRA, Organizational Change, Alternative Investments, Financial Planners, Asset Allocation, IRAs, FINRA, Securities, Financial Advisory, Life Insurance, Wealth Accumulation, REIT, Long Term Care Insurance, Strategic Financial..., Income Protection, Investment Advisory, Variable Annuities, Fixed Annuities, Estate Planning
Education
University of the Rockies 2010 — 2012
MA, Psychology with a Specialization in Organizational Leadership
Augustana College (SD) 2002 — 2006
B.A., Computer Information Systems, Art
Jeff Borden, AAMS®'s Edward Jones Experience January 1995 - January 2010
Job Financial Advisor at Raymond James 832 12th St Suite 601 Modesto,Ca 95354 2095791287
Industry Financial Services
Experience
Raymond James April 2014 - Present
Bancwest Financial Services May 2013 - April 2014
Granite Wealth Management / Borden Financial Services LPL February 2010 - April 2013
Edward Jones January 1995 - January 2010
American Express September 1989 - December 1995
Skills
Investment Strategies, Retirement Planning, Long Term Care Insurance, Estate Planning, Business Owner Planning, Wealth Management, Tax Planning
Education
Augustana College 1971 — 1975
Bachelor's Degree, Business, Accounting and Psychology
Raymond James April 2014 - Present
Bancwest Financial Services May 2013 - April 2014
Granite Wealth Management / Borden Financial Services LPL February 2010 - April 2013
Edward Jones January 1995 - January 2010
American Express September 1989 - December 1995
Skills
Investment Strategies, Retirement Planning, Long Term Care Insurance, Estate Planning, Business Owner Planning, Wealth Management, Tax Planning
Education
Augustana College 1971 — 1975
Bachelor's Degree, Business, Accounting and Psychology
Aron Hahn Aron Hahn's Edward Jones Experience March 2014 - January 2015
Job Johnson Brothers Ford
Industry Financial Services
Experience
Johnson Brothers Ford January 2015 - Present
Edward Jones March 2014 - January 2015
FirstCare August 2008 - March 2014
A All Animal Control of Central Texas May 2010 - August 2012
Scott & White Health Plan February 2005 - August 2008
Scott & White Healthcare March 2004 - February 2005
Scott & White Healthcare February 2003 - March 2004
Crawford County Sheriff's Office December 1999 - February 2003
Skills
Underwriting, Insurance, Health Insurance, Commercial Insurance, Brokers, Employee Benefits, Accounting, Finance, Dispatching
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Emphasis on Finance, 4.0
Ashford University 2008 — 2010
Bachelors of Arts, Accounting
Temple College 2004 — 2008
Associates of Arts, General / Accounting
Johnson Brothers Ford January 2015 - Present
Edward Jones March 2014 - January 2015
FirstCare August 2008 - March 2014
A All Animal Control of Central Texas May 2010 - August 2012
Scott & White Health Plan February 2005 - August 2008
Scott & White Healthcare March 2004 - February 2005
Scott & White Healthcare February 2003 - March 2004
Crawford County Sheriff's Office December 1999 - February 2003
Skills
Underwriting, Insurance, Health Insurance, Commercial Insurance, Brokers, Employee Benefits, Accounting, Finance, Dispatching
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Emphasis on Finance, 4.0
Ashford University 2008 — 2010
Bachelors of Arts, Accounting
Temple College 2004 — 2008
Associates of Arts, General / Accounting
Darla Blake Darla Blake's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones April 2014 - Present
North Georgia Internal Medicine March 2010 - March 2014
Skills
Microsoft Word, Clinical Research, Team Building, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Healthcare, Public Speaking, Teaching, Sales, Social Media, Employee Relations, Account Management, Social Networking, Retail, Hospitals, Outlook, Research
Education
Auburn University 1993 — 1994
Master of Education (M.Ed.), Early Childhood Education and Teaching
Auburn University 1991 — 1993
Bachelor's degree, Education
Southern Institute 1985 — 1986
Associate of Science (A.S.), Fashion Merchandising
Florida College 1981 — 1983
Associate of Arts (A.A.)
Auburn University
Bachelor of Education (B.Ed.), Early Childhood Education and Teaching
Edward Jones April 2014 - Present
North Georgia Internal Medicine March 2010 - March 2014
Skills
Microsoft Word, Clinical Research, Team Building, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Healthcare, Public Speaking, Teaching, Sales, Social Media, Employee Relations, Account Management, Social Networking, Retail, Hospitals, Outlook, Research
Education
Auburn University 1993 — 1994
Master of Education (M.Ed.), Early Childhood Education and Teaching
Auburn University 1991 — 1993
Bachelor's degree, Education
Southern Institute 1985 — 1986
Associate of Science (A.S.), Fashion Merchandising
Florida College 1981 — 1983
Associate of Arts (A.A.)
Auburn University
Bachelor of Education (B.Ed.), Early Childhood Education and Teaching
Michael Allinson Michael Allinson's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Religious Institutions
Experience
Edward Jones March 2014 - Present
Red Rock Church August 2012 - March 2014
Education
Arkansas Tech University 2007 — 2011
Edward Jones March 2014 - Present
Red Rock Church August 2012 - March 2014
Education
Arkansas Tech University 2007 — 2011
Jason Engstrom Jason Engstrom's Edward Jones Experience April 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Northwestern Mutual January 2013 - April 2014
Best Western Plus Ramkota Hotel May 2012 - August 2012
HyVee January 2012 - August 2012
Recreational Services September 2008 - May 2012
Merrill Lynch February 2012 - March 2012
Education
Augustana College (SD) 2008 — 2012
BS, Business Administration, Management Emphasis
Edward Jones April 2014 - Present
Northwestern Mutual January 2013 - April 2014
Best Western Plus Ramkota Hotel May 2012 - August 2012
HyVee January 2012 - August 2012
Recreational Services September 2008 - May 2012
Merrill Lynch February 2012 - March 2012
Education
Augustana College (SD) 2008 — 2012
BS, Business Administration, Management Emphasis
Kevin Allman, JD, CFP® Kevin Allman, JD, CFP®'s Edward Jones Experience March 2008 - August 2010
Job Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2014 - Present
SunTrust Investment Services, Inc. August 2010 - August 2014
Edward Jones March 2008 - August 2010
UBS Wealth Management June 2006 - March 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Financial Services, Risk Management, Financial Advisory, Investment Strategies, Management, Investment Management, Employee Benefits, Wealth Management, Estate Planning, Wealth, Banking, Mutual Funds
Education
Emory University 2015 — 2015
Certified Financial Planner, Finance and Financial Management Services
Atlanta's John Marshall Law School 2009 — 2013
Juris Doctor (J.D.)
Auburn University 1988 — 1992
Bachelor of Arts (B.A.), History
SunTrust Bank August 2014 - Present
SunTrust Investment Services, Inc. August 2010 - August 2014
Edward Jones March 2008 - August 2010
UBS Wealth Management June 2006 - March 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Financial Services, Risk Management, Financial Advisory, Investment Strategies, Management, Investment Management, Employee Benefits, Wealth Management, Estate Planning, Wealth, Banking, Mutual Funds
Education
Emory University 2015 — 2015
Certified Financial Planner, Finance and Financial Management Services
Atlanta's John Marshall Law School 2009 — 2013
Juris Doctor (J.D.)
Auburn University 1988 — 1992
Bachelor of Arts (B.A.), History
Marietta Vargas Marietta Vargas's Edward Jones Experience May 2005 - May 2008
Job Aflac group insurance
Industry Insurance
Experience
Aflac June 2015 - Present
Energy Resource Center July 2014 - February 2015
Veterans Green Jobs June 2011 - June 2014
Benefits Administrators & Consultants March 2010 - June 2011
Jackson National Life 2008 - 2010
Edward Jones May 2005 - May 2008
United States Army October 1997 - October 2005
YMCA of Greater Williamson County 1994 - 2005
Skills
Public Speaking, Strategic Planning, Fundraising, Team Building, Non-profits, Community Outreach, Social Media, Program Management, Project Management, Team Leadership, Budgets, New Business Development, Marketing, Marketing Strategy, Leadership, Nonprofits, Policy, Business Development, Leadership Development, Advertising, Marketing Communications, Strategy, Entrepreneurship, Public Relations, Event Management, Proposal Writing, Volunteer Management, Management
Education
The University of Texas at Austin 2000 — 2004
B.S.
Austin Community College 1997 — 2000
Associate, Biology, Pre-Medical Sciences
US Army Medical Department Center and School 1997 — 1997
Emergency Medical Technician, Combat Medicine
Aflac June 2015 - Present
Energy Resource Center July 2014 - February 2015
Veterans Green Jobs June 2011 - June 2014
Benefits Administrators & Consultants March 2010 - June 2011
Jackson National Life 2008 - 2010
Edward Jones May 2005 - May 2008
United States Army October 1997 - October 2005
YMCA of Greater Williamson County 1994 - 2005
Skills
Public Speaking, Strategic Planning, Fundraising, Team Building, Non-profits, Community Outreach, Social Media, Program Management, Project Management, Team Leadership, Budgets, New Business Development, Marketing, Marketing Strategy, Leadership, Nonprofits, Policy, Business Development, Leadership Development, Advertising, Marketing Communications, Strategy, Entrepreneurship, Public Relations, Event Management, Proposal Writing, Volunteer Management, Management
Education
The University of Texas at Austin 2000 — 2004
B.S.
Austin Community College 1997 — 2000
Associate, Biology, Pre-Medical Sciences
US Army Medical Department Center and School 1997 — 1997
Emergency Medical Technician, Combat Medicine
Bryan Nordin's Edward Jones Experience December 2004 - May 2006
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
Generational Equity, LLC. May 2006 - August 2007
Edward Jones December 2004 - May 2006
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investments, Securities, Investment Strategies, FINRA, ETFs, Series 65
Education
Arkansas Tech University 1997 — 2003
Bachelor of Business Administration (BBA), Economics and Finance
TD Ameritrade May 2008 - Present
Generational Equity, LLC. May 2006 - August 2007
Edward Jones December 2004 - May 2006
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investments, Securities, Investment Strategies, FINRA, ETFs, Series 65
Education
Arkansas Tech University 1997 — 2003
Bachelor of Business Administration (BBA), Economics and Finance
Candace Jefferson's Edward Jones Experience December 2000 - June 2003
Job National Sales Coordinator eLeads at Drury Hotels
Industry Events Services
Experience
Drury Hotels January 2014 - Present
Drury Hotels February 2013 - Present
Cosmopolitan Events January 2009 - February 2013
Heartland Bank September 2006 - August 2012
Heartland Bank September 2006 - August 2012
Community School August 2011 - May 2012
Edward Jones December 2000 - June 2003
The Black Rep September 1998 - October 2000
The Black Rep September 1998 - October 2000
Skills
Event Planning, Motivational Speaking, Ministry Leadership, Executive..., Public Speaking, Coaching, Outlook, Management
Education
Saint Louis University 2012 — 2015
Bachelor of Arts (B.A.), Organizational Studies/Hospitality
Art Institute of Colorado 1993 — 1996
Associate's degree, Music Business
The Colorado Institute of Art
Associate of Applied Science, Music and Video Business
Saint Louis University
Bachelor of Arts, Organizational Studies
Drury Hotels January 2014 - Present
Drury Hotels February 2013 - Present
Cosmopolitan Events January 2009 - February 2013
Heartland Bank September 2006 - August 2012
Heartland Bank September 2006 - August 2012
Community School August 2011 - May 2012
Edward Jones December 2000 - June 2003
The Black Rep September 1998 - October 2000
The Black Rep September 1998 - October 2000
Skills
Event Planning, Motivational Speaking, Ministry Leadership, Executive..., Public Speaking, Coaching, Outlook, Management
Education
Saint Louis University 2012 — 2015
Bachelor of Arts (B.A.), Organizational Studies/Hospitality
Art Institute of Colorado 1993 — 1996
Associate's degree, Music Business
The Colorado Institute of Art
Associate of Applied Science, Music and Video Business
Saint Louis University
Bachelor of Arts, Organizational Studies
Preston Wines Preston Wines's Edward Jones Experience January 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Day of Prayer Task Force January 2010 - Present
Edward Jones January 1999 - Present
CareNet Crisis Pregnancy Centers of Prince William & Fauquier Counties January 2007 - January 2011
Skills
Marketing, Leadership, Nonprofits, Church Events, Public Speaking, Project Planning, Recruiting, Retirement, Finance, Community Outreach, Fundraising, Leadership Development
Education
Oral Roberts University 2012 — 2017
Doctor of Ministry Program, Administration & Leadership
Strayer University 1996 — 1999
Master of Business Administration Studies
Assemblies of God Theological Seminary 1990 — 1994
Master's Degree, Bible/Biblical Studies (Included Counseling & Leadership), Honors Graduate
Southeastern University 1983 — 1987
Bachelor's Degree, Pastoral Studies/Preaching
National Day of Prayer Task Force January 2010 - Present
Edward Jones January 1999 - Present
CareNet Crisis Pregnancy Centers of Prince William & Fauquier Counties January 2007 - January 2011
Skills
Marketing, Leadership, Nonprofits, Church Events, Public Speaking, Project Planning, Recruiting, Retirement, Finance, Community Outreach, Fundraising, Leadership Development
Education
Oral Roberts University 2012 — 2017
Doctor of Ministry Program, Administration & Leadership
Strayer University 1996 — 1999
Master of Business Administration Studies
Assemblies of God Theological Seminary 1990 — 1994
Master's Degree, Bible/Biblical Studies (Included Counseling & Leadership), Honors Graduate
Southeastern University 1983 — 1987
Bachelor's Degree, Pastoral Studies/Preaching
Erik Niemeier's Edward Jones Experience June 2014 - August 2014
Job Edward Jones FACD Candidate
Industry Financial Services
Experience
Edward Jones June 2014 - August 2014
Centennial Park Aquatic Center February 2012 - August 2012
Skills
Leadership, Public Speaking, Time Management, Teamwork, Communication Skills, Finance, Marketing, Multitasking Skills, Strategic Planning, Entrepreneurship
Education
Augustana College 2011 — 2015
Bachelor of Arts (B.A.), Business Administration - Finance
Edward Jones June 2014 - August 2014
Centennial Park Aquatic Center February 2012 - August 2012
Skills
Leadership, Public Speaking, Time Management, Teamwork, Communication Skills, Finance, Marketing, Multitasking Skills, Strategic Planning, Entrepreneurship
Education
Augustana College 2011 — 2015
Bachelor of Arts (B.A.), Business Administration - Finance
Paul Grundhoefer Paul Grundhoefer's Edward Jones Experience August 1993 - June 2009
Job Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Edward Jones August 1993 - June 2009
Beck/Arnley 1987 - 1993
Skills
Investments, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies
Education
Auburn University 1980 — 1986
Bachelor's degree, Marketing and Distributive Education
Auburn University 1980 — 1986
Bachelor's degree Marketing and Distributive Education
John Carroll Catholic High School
Wells Fargo Advisors June 2009 - Present
Edward Jones August 1993 - June 2009
Beck/Arnley 1987 - 1993
Skills
Investments, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies
Education
Auburn University 1980 — 1986
Bachelor's degree, Marketing and Distributive Education
Auburn University 1980 — 1986
Bachelor's degree Marketing and Distributive Education
John Carroll Catholic High School
Daniel (Danny) Pugh Daniel (Danny) Pugh's Edward Jones Experience 1996 - 1998
Job Financial Advisor at Wellspring Financial Solutions of Raymond James & Associates
Industry Financial Services
Experience
Raymond James February 1998 - Present
Tennessee Army National Guard September 2002 - July 2015
AmSouth Investment Service 1998 - 2007
Alabama Army National Guard February 1989 - September 2002
Edward Jones 1996 - 1998
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Securities, Leadership, Alternative Investments, Finance, Nonprofits, Series 7, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, 401k, Asset Management, Portfolio Management, Asset Allocation, Risk Management, Mutual Funds, Wealth, Banking, Series 63, Insurance Planning, Charitable Giving, Portfolio Stress Testing, Securities Based Lending
Education
Florida State University 2005 — 2006
Certificate in Financial Planning, Financial Planning and Services
Auburn University 1990 — 1994
Bachelor's degree, Finance, General
Raymond James February 1998 - Present
Tennessee Army National Guard September 2002 - July 2015
AmSouth Investment Service 1998 - 2007
Alabama Army National Guard February 1989 - September 2002
Edward Jones 1996 - 1998
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Securities, Leadership, Alternative Investments, Finance, Nonprofits, Series 7, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, 401k, Asset Management, Portfolio Management, Asset Allocation, Risk Management, Mutual Funds, Wealth, Banking, Series 63, Insurance Planning, Charitable Giving, Portfolio Stress Testing, Securities Based Lending
Education
Florida State University 2005 — 2006
Certificate in Financial Planning, Financial Planning and Services
Auburn University 1990 — 1994
Bachelor's degree, Finance, General
Luke Busson Luke Busson's Edward Jones Experience 2009 - 2012
Job Territory Sales Manager, Altria Group Distribution Company
Industry Marketing and Advertising
Experience
Altria Group Distribution Company October 2014 - Present
Hippocratic Advisors 2013 - January 2014
B.A. Schrock Financial Group 2012 - January 2014
Edward Jones 2009 - 2012
Hammer Financial Services 2008 - 2009
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Asset Managment, Asset Allocation, 401k Rollovers, Investments, Mutual Funds, Financial Analysis, Finance, Insurance, Mortgage Lending, Financial Modeling, Capital Markets, Valuation, Saving for Education, Private Equity, Uniform Combined State..., College Savings Plans, Financial Reporting, Series 7, Life Insurance, Long Term Care Insurance, Small Business, Wealth Management, IRAs, Asset Management, Securities, Series 63, Retirement, 401k, Portfolio Management, Fixed Annuities, Financial Advisory
Education
Ashland University 2005 — 2009
Bachelor of Science in Business Administration (B.S.B.A.), Business, Management, Marketing, Finance, and Related Support Services
Wadsworth High School 2001 — 2004
Altria Group Distribution Company October 2014 - Present
Hippocratic Advisors 2013 - January 2014
B.A. Schrock Financial Group 2012 - January 2014
Edward Jones 2009 - 2012
Hammer Financial Services 2008 - 2009
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Asset Managment, Asset Allocation, 401k Rollovers, Investments, Mutual Funds, Financial Analysis, Finance, Insurance, Mortgage Lending, Financial Modeling, Capital Markets, Valuation, Saving for Education, Private Equity, Uniform Combined State..., College Savings Plans, Financial Reporting, Series 7, Life Insurance, Long Term Care Insurance, Small Business, Wealth Management, IRAs, Asset Management, Securities, Series 63, Retirement, 401k, Portfolio Management, Fixed Annuities, Financial Advisory
Education
Ashland University 2005 — 2009
Bachelor of Science in Business Administration (B.S.B.A.), Business, Management, Marketing, Finance, and Related Support Services
Wadsworth High School 2001 — 2004
Glenna Beck Glenna Beck's Edward Jones Experience December 2005 - September 2006
Job Member Services Representative at Pedernales Electric Cooperative
Industry Utilities
Experience
Pedernales Electric Cooperative October 2006 - Present
Edward Jones December 2005 - September 2006
High Industries September 1995 - August 2004
Education
Ashford University 2010 — 2011
Bachelor of Arts (BA), Organizational Management, 3.98
Elizabethtown College
Pedernales Electric Cooperative October 2006 - Present
Edward Jones December 2005 - September 2006
High Industries September 1995 - August 2004
Education
Ashford University 2010 — 2011
Bachelor of Arts (BA), Organizational Management, 3.98
Elizabethtown College
Stacy Bouwman Stacy Bouwman's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Austin Community College September 2011 - Present
Independent Consultant August 2011 - May 2012
Skillpoint Alliance January 2010 - May 2011
Skillpoint Alliance September 2000 - June 2010
Skillpoint Alliance January 2004 - August 2009
Skillpoint Alliance previously Capital Area Training Foundation October 2001 - January 2005
Capital Area Training Foundation 2000 - 2001
Outreach Health Services 1998 - 2001
HEB grocery September 1997 - October 1998
Skills
Project Management, MS Office Suite, Customer Service, Program Management, Non-profit..., Strategic Planning, Leadership Development, Training & Development, Problem Solving, Grant Writing, Fundraising, HR Policies, Retirement Planning, College Education..., Series 7, Wealth Management, Mutual Funds, Stocks, Bonds, IRAs, Employee Training, Microsoft Office, Organizational..., Nonprofits, Policy, Entrepreneurship, Community Outreach, Training, Management, Staff Development, Budgets, Leadership, Human Resources, Time Management, Project Planning, Software Documentation, Teaching, Program Development, Volunteer Management, Grants, Government, Social Networking, Data Analysis, Coaching, Editing, Public Relations, Team Building, Conflict Resolution, Event Planning, Research
Education
St. Edwards University Professional Education Center 2011 — 2011
Certificate in Project Management
Texas State University 1997 — 1999
Mathematics and Computer Science with Secondary Education Certification.
Austin Community College
General Studies
Edward Jones May 2012 - Present
Austin Community College September 2011 - Present
Independent Consultant August 2011 - May 2012
Skillpoint Alliance January 2010 - May 2011
Skillpoint Alliance September 2000 - June 2010
Skillpoint Alliance January 2004 - August 2009
Skillpoint Alliance previously Capital Area Training Foundation October 2001 - January 2005
Capital Area Training Foundation 2000 - 2001
Outreach Health Services 1998 - 2001
HEB grocery September 1997 - October 1998
Skills
Project Management, MS Office Suite, Customer Service, Program Management, Non-profit..., Strategic Planning, Leadership Development, Training & Development, Problem Solving, Grant Writing, Fundraising, HR Policies, Retirement Planning, College Education..., Series 7, Wealth Management, Mutual Funds, Stocks, Bonds, IRAs, Employee Training, Microsoft Office, Organizational..., Nonprofits, Policy, Entrepreneurship, Community Outreach, Training, Management, Staff Development, Budgets, Leadership, Human Resources, Time Management, Project Planning, Software Documentation, Teaching, Program Development, Volunteer Management, Grants, Government, Social Networking, Data Analysis, Coaching, Editing, Public Relations, Team Building, Conflict Resolution, Event Planning, Research
Education
St. Edwards University Professional Education Center 2011 — 2011
Certificate in Project Management
Texas State University 1997 — 1999
Mathematics and Computer Science with Secondary Education Certification.
Austin Community College
General Studies
Joanne Wisdom Brandis Joanne Wisdom Brandis's Edward Jones Experience June 2014 - March 2015
Job Sales & Management Professional
Industry Staffing and Recruiting
Experience
Employbridge April 2015 - Present
Edward Jones June 2014 - March 2015
First Centennial Mortgage Corporation July 2013 - April 2014
Regency Beauty Institute March 2005 - September 2012
LA Weightloss 2003 - 2005
Today's Office Staffing 2001 - 2003
Remedy Intelligent Staffing May 2000 - December 2001
Olsten's of Chicago September 1997 - May 2000
Skills
Sales, Sales Operations, Management, Leadership, Team Building, Training, Coaching, Staff Development, Recruiting, Mortgage Lending, Leadership Development, Credit, Finance, Loan Origination, Residential Mortgages, Retail, Budgets
Education
Aurora University
Bachelor of Arts (B.A.), Clinical Psychology
National-Louis University
Degree deferred, pending internship, Master of Science, Counseling
Rosary High School - Aurora, IL
Employbridge April 2015 - Present
Edward Jones June 2014 - March 2015
First Centennial Mortgage Corporation July 2013 - April 2014
Regency Beauty Institute March 2005 - September 2012
LA Weightloss 2003 - 2005
Today's Office Staffing 2001 - 2003
Remedy Intelligent Staffing May 2000 - December 2001
Olsten's of Chicago September 1997 - May 2000
Skills
Sales, Sales Operations, Management, Leadership, Team Building, Training, Coaching, Staff Development, Recruiting, Mortgage Lending, Leadership Development, Credit, Finance, Loan Origination, Residential Mortgages, Retail, Budgets
Education
Aurora University
Bachelor of Arts (B.A.), Clinical Psychology
National-Louis University
Degree deferred, pending internship, Master of Science, Counseling
Rosary High School - Aurora, IL
Joyce Dehmer Joyce Dehmer's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Allina Hospitals & Clinics 2012 - January 2013
Allina Hospitals & Clinics 2000 - 2012
Skills
Financial Reporting, Microsoft Excel, Microsoft Office, Lawson General Ledger, Continuous Improvement, Analysis, Kronos, Financial Forecasting, OnBase, KPI Dashboards, Financial Management, Compliance Training, Leadership, Budgets, Managerial Finance, Cross-functional Team..., Access, Customer Service
Education
Augsburg College
Master of Arts (M.A.), Organizational Leadership
Augsburg College
Bachelor of Arts (BA), Business Administration and Management, Finance
Buffalo High School
North Hennepin Community College
Associate of Arts (A.A.), Accounting and Business/Management
Edward Jones April 2014 - Present
Allina Hospitals & Clinics 2012 - January 2013
Allina Hospitals & Clinics 2000 - 2012
Skills
Financial Reporting, Microsoft Excel, Microsoft Office, Lawson General Ledger, Continuous Improvement, Analysis, Kronos, Financial Forecasting, OnBase, KPI Dashboards, Financial Management, Compliance Training, Leadership, Budgets, Managerial Finance, Cross-functional Team..., Access, Customer Service
Education
Augsburg College
Master of Arts (M.A.), Organizational Leadership
Augsburg College
Bachelor of Arts (BA), Business Administration and Management, Finance
Buffalo High School
North Hennepin Community College
Associate of Arts (A.A.), Accounting and Business/Management
Ben Scarth Ben Scarth's Edward Jones Experience October 2012 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Scarth Studios LLC November 2010 - May 2012
Hotel Laminates August 2010 - 2011
IDQ Holdings, Inc. January 2006 - July 2010
Dairy Farmers of America May 2001 - November 2005
Skills
Corporate Identity, Strategic Planning, Art Direction, Collateral, Logo Design, Management, Customer Service
Education
Art Institute of Dallas 2003 — 2005
Associates Applied Arts, Graphic Design
Grayson College 1999 — 2001
Associates Applied Sciences, Biology
Edward Jones October 2012 - Present
Scarth Studios LLC November 2010 - May 2012
Hotel Laminates August 2010 - 2011
IDQ Holdings, Inc. January 2006 - July 2010
Dairy Farmers of America May 2001 - November 2005
Skills
Corporate Identity, Strategic Planning, Art Direction, Collateral, Logo Design, Management, Customer Service
Education
Art Institute of Dallas 2003 — 2005
Associates Applied Arts, Graphic Design
Grayson College 1999 — 2001
Associates Applied Sciences, Biology
Chris Homer Chris Homer's Edward Jones Experience 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2015 - Present
eCarOne July 2014 - October 2014
Paranoid Fan May 2014 - July 2014
University of North Texas September 2011 - July 2014
Romano's Macaroni Grill September 2008 - July 2011
Skills
Sales, Facebook, Final Cut Pro, Editing, Social Media, Interpersonal Skill, Social Networking, Radio, Press Releases, Television Directing, Video Production, Video Editing, Creative Writing, Marketing, Film Production, Event Planning, Blogging, PowerPoint, Training, Journalism, Research, AP Style, Mac
Education
University of North Texas 2011 — 2014
Bachelor of Arts (BA), Radio, Television, and Film
Austin Community College 2009 — 2011
Bachelor of Arts (B.A.)
Edward Jones 2015 - Present
eCarOne July 2014 - October 2014
Paranoid Fan May 2014 - July 2014
University of North Texas September 2011 - July 2014
Romano's Macaroni Grill September 2008 - July 2011
Skills
Sales, Facebook, Final Cut Pro, Editing, Social Media, Interpersonal Skill, Social Networking, Radio, Press Releases, Television Directing, Video Production, Video Editing, Creative Writing, Marketing, Film Production, Event Planning, Blogging, PowerPoint, Training, Journalism, Research, AP Style, Mac
Education
University of North Texas 2011 — 2014
Bachelor of Arts (BA), Radio, Television, and Film
Austin Community College 2009 — 2011
Bachelor of Arts (B.A.)
Rebekah Vassar Rebekah Vassar's Edward Jones Experience May 2009 - May 2011
Job Assistant Vice President Private Client Group PNC Bank
Industry Financial Services
Experience
PNC Bank April 2011 - Present
Edward Jones May 2009 - May 2011
The Coca-Cola Company September 2004 - June 2006
Skills
Customer Service, Leadership, Sales, Relationship Building, Communication, Public Speaking, Time Management, Microsoft Excel, Microsoft Word
Education
Athens State University 2003 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of North Alabama 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
PNC Bank April 2011 - Present
Edward Jones May 2009 - May 2011
The Coca-Cola Company September 2004 - June 2006
Skills
Customer Service, Leadership, Sales, Relationship Building, Communication, Public Speaking, Time Management, Microsoft Excel, Microsoft Word
Education
Athens State University 2003 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of North Alabama 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Michelle Giddens Michelle Giddens's Edward Jones Experience February 2007 - April 2010
Job Assistant to the Director
Industry Higher Education
Experience
eXtension Initiative May 2010 - Present
University of Nebraska–Lincoln 2010 - 2013
Edward Jones February 2007 - April 2010
Central Community College December 2005 - February 2007
California State University, Fresno 2004 - 2005
California State University, Fresno 2000 - 2005
California State University, Fresno 2003 - 2004
Trinity Lutheran Church, Fresno CA 1999 - 2000
First Congregational Church, Fresno CA 1998 - 1999
St. George Orthodox Christian Church, Wichita KS 1996 - 1997
Skills
Higher Education, Staff Development, Social Media Marketing, Teaching, Community Outreach, Interviews, Microsoft Office, Event Planning, Budgets, Public Speaking, Time Management, Microsoft Excel, Recruiting, Grants, Program Development, Social Media, Newsletters, Microsoft Word, PowerPoint, Outlook, Nonprofits, System Administration, Non-profits, Access, Research, Blogging, Grant Writing, Administration, Fundraising, Internal Communications
Education
Central Community College 2009 — 2009
Austin Community College
Butler Community College
St. Edward's University
eXtension Initiative May 2010 - Present
University of Nebraska–Lincoln 2010 - 2013
Edward Jones February 2007 - April 2010
Central Community College December 2005 - February 2007
California State University, Fresno 2004 - 2005
California State University, Fresno 2000 - 2005
California State University, Fresno 2003 - 2004
Trinity Lutheran Church, Fresno CA 1999 - 2000
First Congregational Church, Fresno CA 1998 - 1999
St. George Orthodox Christian Church, Wichita KS 1996 - 1997
Skills
Higher Education, Staff Development, Social Media Marketing, Teaching, Community Outreach, Interviews, Microsoft Office, Event Planning, Budgets, Public Speaking, Time Management, Microsoft Excel, Recruiting, Grants, Program Development, Social Media, Newsletters, Microsoft Word, PowerPoint, Outlook, Nonprofits, System Administration, Non-profits, Access, Research, Blogging, Grant Writing, Administration, Fundraising, Internal Communications
Education
Central Community College 2009 — 2009
Austin Community College
Butler Community College
St. Edward's University
Sara Strange Sara Strange's Edward Jones Experience April 2001 - April 2009
Job Jewelry Artist/Designer
Industry Arts and Crafts
Experience
The Savvy Blonde December 2014 - Present
Savvy Office Support February 2011 - Present
Scentsy, Inc. November 2009 - Present
Herzing University January 2009 - Present
Herzing University January 2009 - Present
Edward Jones April 2001 - April 2009
Bank of the West January 1998 - April 2001
Skills
Accounts Payable, Marketing, Customer Service, Telephone Skills, Microsoft Word, Payroll, Coaching, Social Networking, Social Media, Budgets, Microsoft Excel, Staff Development, Office Management, Finance, Time Management, Research, E-Learning, Higher Education, Blogging, Event Planning, Microsoft Office, Public Speaking, PowerPoint, Social Media Marketing, Event Management, Leadership Development, Team Building, Bookkeeping, Accounting, Sales, Inventory Management, Outlook, Leadership, Administration, Office Administration, Small Business, Management, Training, Data Entry, Financial Services, Teamwork, Investments, Banking, Administrative..., Typing, Customer Retention
Education
Ashford University 2009 — 2010
MBA, Concentration in Marketing 2010
Herzing University 2006 — 2008
Bachelor of Science, Business Administration with a Minor in Accounting2008
The Savvy Blonde December 2014 - Present
Savvy Office Support February 2011 - Present
Scentsy, Inc. November 2009 - Present
Herzing University January 2009 - Present
Herzing University January 2009 - Present
Edward Jones April 2001 - April 2009
Bank of the West January 1998 - April 2001
Skills
Accounts Payable, Marketing, Customer Service, Telephone Skills, Microsoft Word, Payroll, Coaching, Social Networking, Social Media, Budgets, Microsoft Excel, Staff Development, Office Management, Finance, Time Management, Research, E-Learning, Higher Education, Blogging, Event Planning, Microsoft Office, Public Speaking, PowerPoint, Social Media Marketing, Event Management, Leadership Development, Team Building, Bookkeeping, Accounting, Sales, Inventory Management, Outlook, Leadership, Administration, Office Administration, Small Business, Management, Training, Data Entry, Financial Services, Teamwork, Investments, Banking, Administrative..., Typing, Customer Retention
Education
Ashford University 2009 — 2010
MBA, Concentration in Marketing 2010
Herzing University 2006 — 2008
Bachelor of Science, Business Administration with a Minor in Accounting2008
Timothy Tubbs Timothy Tubbs's Edward Jones Experience March 2013 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Premium Waters Inc. April 2012 - August 2012
United States Air Force 2006 - 2012
Skills
Strategic Financial..., Logistic and Aircraft..., Operations Management, Aircraft, Air Force, Maintenance & Repair, Flights, Risk Management, Leadership, Process Improvement, Analysis, Financial Analysis, Team Building, Budgets, Strategic Planning, Team Leadership, Management, Cross-functional Team...
Education
Saint Louis University School of Law 2012 — 2012
Ashford University 2010 — 2012
Bachelor of Arts (B.A.), History, Summa Cum Laude
Edward Jones March 2013 - Present
Premium Waters Inc. April 2012 - August 2012
United States Air Force 2006 - 2012
Skills
Strategic Financial..., Logistic and Aircraft..., Operations Management, Aircraft, Air Force, Maintenance & Repair, Flights, Risk Management, Leadership, Process Improvement, Analysis, Financial Analysis, Team Building, Budgets, Strategic Planning, Team Leadership, Management, Cross-functional Team...
Education
Saint Louis University School of Law 2012 — 2012
Ashford University 2010 — 2012
Bachelor of Arts (B.A.), History, Summa Cum Laude
Torrey Mason's Edward Jones Experience September 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Weber & Associates, Inc. December 2009 - August 2014
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Management, English, Business Strategy, Marketing, Budgets
Education
Ashford University 2010 — 2014
Bachelor of Arts (B.A.), Sustainability Studies
Edward Jones September 2014 - Present
Weber & Associates, Inc. December 2009 - August 2014
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Management, English, Business Strategy, Marketing, Budgets
Education
Ashford University 2010 — 2014
Bachelor of Arts (B.A.), Sustainability Studies
Shannon Moeck Shannon Moeck's Edward Jones Experience 2009 - 2010
Job Park Ranger at National Park Service
Industry Government Administration
Experience
National Park Service May 2010 - Present
LFCC August 2008 - 2012
Edward Jones 2009 - 2010
A & A Mailing Services November 1996 - June 2004
Skills
History, Public Speaking, Community Outreach, Facebook, Curriculum Development, Research, Teaching, American History, Photography, Editing, Microsoft Office, Archives, Nonprofits, Social Networking, Event Planning, Social Media, Grant Writing, Historical Research, Volunteer Management
Education
Lord Fairfax Community College 2008 — 2011
Liberal Arts and Communications Specialization, History
Art Institute of Pittsburgh 1994 — 1995
Music and Video Business
National Park Service May 2010 - Present
LFCC August 2008 - 2012
Edward Jones 2009 - 2010
A & A Mailing Services November 1996 - June 2004
Skills
History, Public Speaking, Community Outreach, Facebook, Curriculum Development, Research, Teaching, American History, Photography, Editing, Microsoft Office, Archives, Nonprofits, Social Networking, Event Planning, Social Media, Grant Writing, Historical Research, Volunteer Management
Education
Lord Fairfax Community College 2008 — 2011
Liberal Arts and Communications Specialization, History
Art Institute of Pittsburgh 1994 — 1995
Music and Video Business
Steven Jones, AAMS Steven Jones, AAMS's Edward Jones Experience December 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2007 - Present
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Wealth Accumulation, Investment Advisory, Fixed Annuities, Mutual Funds, 529 Plans, Roth IRA, AAMS, Investment Strategies, Asset Allocation, Series 63, Strategic Financial...
Education
Arkansas State University
Master of Business Administration (MBA)
Edward Jones December 2007 - Present
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Wealth Accumulation, Investment Advisory, Fixed Annuities, Mutual Funds, 529 Plans, Roth IRA, AAMS, Investment Strategies, Asset Allocation, Series 63, Strategic Financial...
Education
Arkansas State University
Master of Business Administration (MBA)
Julie AnaJulia Schafer Julie AnaJulia Schafer's Edward Jones Experience September 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones September 2013 - Present
St. Paul Lutheran School September 2012 - 2013
St. Paul Lutheran School September 2011 - June 2012
Baltimore Lutheran School 2001 - 2010
St. John Lutheran School 1988 - 1998
Skills
Spreadsheets, Writing, Excel, Word, Photoshop, PowerPoint, Editing, Microsoft Office, Teaching, English, Public Speaking, Social Media, Spanish, Music, Web Development, Sales, Event Planning, Community Outreach, Curriculum Design, Microsoft Excel, Microsoft Word, Curriculum Development, Fundraising, Research, Public Relations, Volunteer Management, Nonprofits, Classroom, Staff Development, Higher Education, Grant Writing, Lesson Planning, Tutoring, Program Development, Classroom Management, Leadership Development, Adult Education, Educational Leadership, Teacher Training, Educational Technology, Instructional Design, K-12, Secondary Education, Administration
Education
Ashford University 2010 — 2012
Master of Public Administration, Social Science, A
Concordia University-Seward 1974 — 1978
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Edward Jones September 2013 - Present
St. Paul Lutheran School September 2012 - 2013
St. Paul Lutheran School September 2011 - June 2012
Baltimore Lutheran School 2001 - 2010
St. John Lutheran School 1988 - 1998
Skills
Spreadsheets, Writing, Excel, Word, Photoshop, PowerPoint, Editing, Microsoft Office, Teaching, English, Public Speaking, Social Media, Spanish, Music, Web Development, Sales, Event Planning, Community Outreach, Curriculum Design, Microsoft Excel, Microsoft Word, Curriculum Development, Fundraising, Research, Public Relations, Volunteer Management, Nonprofits, Classroom, Staff Development, Higher Education, Grant Writing, Lesson Planning, Tutoring, Program Development, Classroom Management, Leadership Development, Adult Education, Educational Leadership, Teacher Training, Educational Technology, Instructional Design, K-12, Secondary Education, Administration
Education
Ashford University 2010 — 2012
Master of Public Administration, Social Science, A
Concordia University-Seward 1974 — 1978
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Shelly Maas Shelly Maas's Edward Jones Experience January 2001 - January 2002
Job Licensed Financial Services Professional
Industry Investment Management
Experience
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Vicki Wolf Vicki Wolf's Edward Jones Experience May 2012 - Present
Job Business office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
IBM January 2000 - March 2012
Manpower at IBM July 1996 - March 2000
Capital Area Workforce Alliance March 1995 - July 1996
Holiday Inn Northwest Plaza October 1993 - September 1994
Northpark Executive Suites Hotel October 1987 - October 1993
Skills
Lotus Notes, Windows, Microsoft Office, Symphony, Meeting Planning, Travel Planning, International Travel, Business Visas, Expense Reports, Confidential Documents, Vendor Management, Team Leadership, Customer Service, Project Management
Education
The Brown Mackie Business CollegeSalina Kansas 1980 — 1982
General Business
Austin Community College
Associate, Marketing
Holiday Inn Management School
Edward Jones May 2012 - Present
IBM January 2000 - March 2012
Manpower at IBM July 1996 - March 2000
Capital Area Workforce Alliance March 1995 - July 1996
Holiday Inn Northwest Plaza October 1993 - September 1994
Northpark Executive Suites Hotel October 1987 - October 1993
Skills
Lotus Notes, Windows, Microsoft Office, Symphony, Meeting Planning, Travel Planning, International Travel, Business Visas, Expense Reports, Confidential Documents, Vendor Management, Team Leadership, Customer Service, Project Management
Education
The Brown Mackie Business CollegeSalina Kansas 1980 — 1982
General Business
Austin Community College
Associate, Marketing
Holiday Inn Management School
Gissia Botelho Gissia Botelho's Edward Jones Experience January 2001 - May 2001
Job Financial Analyst, GSS FP&A
Industry Financial Services
Experience
Walmart July 2015 - Present
Walmart April 2013 - June 2015
University of Arkansas August 2012 - December 2012
City of Cabot Parks & Recreation August 2011 - July 2012
Vale July 2008 - December 2010
Vale March 2005 - July 2008
De Beers July 2004 - March 2005
De Beers Group January 2003 - March 2005
Suburban Propane Partners June 2001 - August 2002
Edward Jones January 2001 - May 2001
Skills
Arkansas, Fitness, Exercise, Accounting, Financial Modeling, Valuation, Budgeting, Budgets, Finance, Economics, Forecasting, Financial Analysis, Corporate Finance, Strategic Planning, Business Strategy, Management
Education
Universidade Cândido Mendes 2008 — 2009
Business, Accounting
Arkansas State University 1997 — 2001
Business, Finance
Walmart July 2015 - Present
Walmart April 2013 - June 2015
University of Arkansas August 2012 - December 2012
City of Cabot Parks & Recreation August 2011 - July 2012
Vale July 2008 - December 2010
Vale March 2005 - July 2008
De Beers July 2004 - March 2005
De Beers Group January 2003 - March 2005
Suburban Propane Partners June 2001 - August 2002
Edward Jones January 2001 - May 2001
Skills
Arkansas, Fitness, Exercise, Accounting, Financial Modeling, Valuation, Budgeting, Budgets, Finance, Economics, Forecasting, Financial Analysis, Corporate Finance, Strategic Planning, Business Strategy, Management
Education
Universidade Cândido Mendes 2008 — 2009
Business, Accounting
Arkansas State University 1997 — 2001
Business, Finance
Chiquita (Pounders) Briscoe Chiquita (Pounders) Briscoe's Edward Jones Experience May 2012 - Present
Job OnCall Business Office Administrator at Edward Jones
Industry Consumer Services
Experience
Edward Jones May 2012 - Present
United Healthcare January 2008 - January 2010
Pulaski Bank January 2007 - January 2008
Arkansas Blue Cross Blue Shield May 2002 - October 2006
Stuart and McCastlain Law Office January 1997 - July 2000
Skills
Insurance, Call Centers, Claim, Customer Service, Data Entry, Employee Benefits, Finance, Health Insurance, Legal Writing, Training, Accounting
Education
Arkansas State University-Beebe 1997 — 1999
Business
Edward Jones May 2012 - Present
United Healthcare January 2008 - January 2010
Pulaski Bank January 2007 - January 2008
Arkansas Blue Cross Blue Shield May 2002 - October 2006
Stuart and McCastlain Law Office January 1997 - July 2000
Skills
Insurance, Call Centers, Claim, Customer Service, Data Entry, Employee Benefits, Finance, Health Insurance, Legal Writing, Training, Accounting
Education
Arkansas State University-Beebe 1997 — 1999
Business
Dave Iery Dave Iery's Edward Jones Experience November 2004 - November 2008
Job Wealth Advisor
Industry Investment Management
Experience
InnerBanks Wealth Management December 2009 - Present
Edward Jones November 2004 - November 2008
Sprint March 1972 - August 2003
Skills
Investment Advisory, Series 7, Life, Accident & Health..., Medicare Supplement /..., Series 63, Series 65, 9 years in Ohio Army..., Insurance, Long-term Care, Medicare, Securities, Wealth, Finance, Public Speaking, Health Insurance, Strategic Planning, Wealth Management
Education
Ashland University
MBA, Executive Management
Ohio Northern University
BSEE, Electrical and Electronics Engineering
InnerBanks Wealth Management December 2009 - Present
Edward Jones November 2004 - November 2008
Sprint March 1972 - August 2003
Skills
Investment Advisory, Series 7, Life, Accident & Health..., Medicare Supplement /..., Series 63, Series 65, 9 years in Ohio Army..., Insurance, Long-term Care, Medicare, Securities, Wealth, Finance, Public Speaking, Health Insurance, Strategic Planning, Wealth Management
Education
Ashland University
MBA, Executive Management
Ohio Northern University
BSEE, Electrical and Electronics Engineering
Mitchell Martin's Edward Jones Experience August 2010 - December 2010
Job Business Analyst at Tesoro
Industry Oil & Energy
Experience
Tesoro March 2013 - Present
Amedisys March 2012 - March 2013
CPSI April 2011 - February 2012
Edward Jones August 2010 - December 2010
Skills
Business Analysis, Financial Analysis, Lean Six Sigma, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Leadership, Software Documentation, Customer Service, PowerPoint, Vendor Management, Training
Education
Ohio University
Master's in Business Adminstration
Auburn University 2006 — 2010
Bachelor of Science, Business Administration, Finance
Tesoro March 2013 - Present
Amedisys March 2012 - March 2013
CPSI April 2011 - February 2012
Edward Jones August 2010 - December 2010
Skills
Business Analysis, Financial Analysis, Lean Six Sigma, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Leadership, Software Documentation, Customer Service, PowerPoint, Vendor Management, Training
Education
Ohio University
Master's in Business Adminstration
Auburn University 2006 — 2010
Bachelor of Science, Business Administration, Finance
Kirk Weldy Kirk Weldy's Edward Jones Experience May 2009 - April 2010
Job Financial Advisor
Industry Financial Services
Experience
Watson & Weldy Financial Planning April 2010 - Present
Edward Jones May 2009 - April 2010
Skills
IRAs, Asset Allocation, Roth IRA, Financial Modeling, Wealth, Securities, Fixed Annuities, Financial Planners, Insurance, 401k, Finance, Bonds, Asset Managment, Equities, Series 7, Series 65, Series 63, Asset Management, Small Business, FINRA, Employee Benefits
Education
Ashland University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Accounting
Archbold High School 2001 — 2005
Watson & Weldy Financial Planning April 2010 - Present
Edward Jones May 2009 - April 2010
Skills
IRAs, Asset Allocation, Roth IRA, Financial Modeling, Wealth, Securities, Fixed Annuities, Financial Planners, Insurance, 401k, Finance, Bonds, Asset Managment, Equities, Series 7, Series 65, Series 63, Asset Management, Small Business, FINRA, Employee Benefits
Education
Ashland University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Accounting
Archbold High School 2001 — 2005
Beryl Parks Beryl Parks's Edward Jones Experience June 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Edward Jones March 2006 - June 2010
SARA LEE INTIMATE APPAREL January 2001 - January 2002
Sara Lee Branded Apparel 2001 - 2002
Renfro Corporation January 2000 - January 2001
BRISTOL-MYERS SQUIBB COMPANIES January 1984 - January 2000
Clairol 1986 - 2000
Bristol-Myers Squibb Consumer Sales 1984 - 2000
Bristol-Myers Squibb 1984 - 2000
Education
University of Phoenix 1998 — 2000
mba, Business
University of Denver 1972 — 1976
BA, Elementary Education
Aspen High School 1971 — 1972
Aspen University 1970 — 1972
East High School 1970 — 1971
University of Denver
BA, Education
University of Phoenix
Masters, Organizational Management
Edward Jones June 2010 - Present
Edward Jones March 2006 - June 2010
SARA LEE INTIMATE APPAREL January 2001 - January 2002
Sara Lee Branded Apparel 2001 - 2002
Renfro Corporation January 2000 - January 2001
BRISTOL-MYERS SQUIBB COMPANIES January 1984 - January 2000
Clairol 1986 - 2000
Bristol-Myers Squibb Consumer Sales 1984 - 2000
Bristol-Myers Squibb 1984 - 2000
Education
University of Phoenix 1998 — 2000
mba, Business
University of Denver 1972 — 1976
BA, Elementary Education
Aspen High School 1971 — 1972
Aspen University 1970 — 1972
East High School 1970 — 1971
University of Denver
BA, Education
University of Phoenix
Masters, Organizational Management
Kaitlyn Jones Kaitlyn Jones's Edward Jones Experience June 2013 - August 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Edward Jones June 2013 - August 2013
CSA April 2011 - December 2012
Skills
Financial Modeling, Statistical Data..., Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Account Management, Sales, Outlook, Marketing, Teamwork, Access, Inventory Management, Research, Valuation, Strategic Planning, Strategic Financial..., Facebook, Market Research, Business Analysis, Financial Analysis, Social Networking, Accounting, Public Speaking, Customer Service, Data Analysis, Event Planning, Insurance, Microsoft Word, Finance, Social Media, Time Management, Retail
Education
The University of Georgia 2011 — 2013
Financial Planning, Finance, Spanish, 3.3
The University of Georgia
Finance, Financial Planning
Auburn University, College of Business 2008 — 2011
International Business, Accounting, Spanish
Morgan Stanley August 2014 - Present
Edward Jones June 2013 - August 2013
CSA April 2011 - December 2012
Skills
Financial Modeling, Statistical Data..., Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Account Management, Sales, Outlook, Marketing, Teamwork, Access, Inventory Management, Research, Valuation, Strategic Planning, Strategic Financial..., Facebook, Market Research, Business Analysis, Financial Analysis, Social Networking, Accounting, Public Speaking, Customer Service, Data Analysis, Event Planning, Insurance, Microsoft Word, Finance, Social Media, Time Management, Retail
Education
The University of Georgia 2011 — 2013
Financial Planning, Finance, Spanish, 3.3
The University of Georgia
Finance, Financial Planning
Auburn University, College of Business 2008 — 2011
International Business, Accounting, Spanish
Jonathan Woo's Edward Jones Experience June 2012 - Present
Job MF Research at Edward Jones
Industry Capital Markets
Experience
Edward Jones June 2012 - Present
Education
Washington University in St. Louis - Olin Business School 2011 — 2012
Master of Science in Finance, Corporate Finance, Finance & Investments
Augustana College 2006 — 2010
Bachelor, Finance, International Business
Edward Jones June 2012 - Present
Education
Washington University in St. Louis - Olin Business School 2011 — 2012
Master of Science in Finance, Corporate Finance, Finance & Investments
Augustana College 2006 — 2010
Bachelor, Finance, International Business
Jane Khalaf Jane Khalaf's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
UBS Financial Services, Inc. April 2011 - August 2014
UBS Financial Services, Inc. February 2008 - April 2011
IA Interior Architects June 2006 - January 2008
Education
Austin College
BA, Communications
Edward Jones September 2014 - Present
UBS Financial Services, Inc. April 2011 - August 2014
UBS Financial Services, Inc. February 2008 - April 2011
IA Interior Architects June 2006 - January 2008
Education
Austin College
BA, Communications
Michael Harris's Edward Jones Experience March 2004 - February 2010
Job Wealth Management, Internet Marketing, Management Consultant
Industry Financial Services
Experience
River Wealth Management, LLC May 2014 - Present
Harris Family Capital Management April 2010 - May 2014
Edward Jones March 2004 - February 2010
ASK Telemarketing June 2003 - November 2003
Harris Information Technology, Inc. December 1988 - June 2003
IDS Financial (Now Ameriprise) June 1988 - November 1988
Bank of Prattville January 1980 - April 1988
Skills
Estate Planning, Wealth Management, Risk Management, Employee Benefits, Strategic Planning, Business Strategy, Financial Planning, Retirement Planning, Asset Management, Internet Marketing, Strategic Financial..., Finance, Insurance, Web Marketing, Investments, Financial Planners, Financial Advisory, Financial Services, Portfolio Management, Securities, Fixed Annuities, Wealth, Retirement, Mutual Funds, IRAs, 401k, Life Insurance, Management, Series 7, Customer Service, Public Speaking, Leadership, Team Building, Marketing, Sales, Microsoft Office, Banking, Small Business, Financial Risk, Financial Markets, Investment Advisory, Entrepreneurship, Social Media, Event Planning, Contract Negotiation, Budgets, Credit, Financial Analysis, Business Development, Public Relations
Education
Auburn University at Montgomery 1978 — 1988
BSBA, Finance
Alabama Banking School 1987 — 1987
Cert of Completion, Banking and Financial Support Services
River Wealth Management, LLC May 2014 - Present
Harris Family Capital Management April 2010 - May 2014
Edward Jones March 2004 - February 2010
ASK Telemarketing June 2003 - November 2003
Harris Information Technology, Inc. December 1988 - June 2003
IDS Financial (Now Ameriprise) June 1988 - November 1988
Bank of Prattville January 1980 - April 1988
Skills
Estate Planning, Wealth Management, Risk Management, Employee Benefits, Strategic Planning, Business Strategy, Financial Planning, Retirement Planning, Asset Management, Internet Marketing, Strategic Financial..., Finance, Insurance, Web Marketing, Investments, Financial Planners, Financial Advisory, Financial Services, Portfolio Management, Securities, Fixed Annuities, Wealth, Retirement, Mutual Funds, IRAs, 401k, Life Insurance, Management, Series 7, Customer Service, Public Speaking, Leadership, Team Building, Marketing, Sales, Microsoft Office, Banking, Small Business, Financial Risk, Financial Markets, Investment Advisory, Entrepreneurship, Social Media, Event Planning, Contract Negotiation, Budgets, Credit, Financial Analysis, Business Development, Public Relations
Education
Auburn University at Montgomery 1978 — 1988
BSBA, Finance
Alabama Banking School 1987 — 1987
Cert of Completion, Banking and Financial Support Services
Russ Hamlin, AAMS®'s Edward Jones Experience May 2007 - September 2012
Job Financial Sales Consultant, Recruiter, Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2012 - Present
Edward Jones May 2007 - September 2012
First Union National Bank 1999 - 2002
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Series 7, Loan Origination, Insurance, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investments, Fixed Annuities, Residential Mortgages, Retirement, Portfolio Management, Strategic Financial...
Education
Auburn University 1989 — 1992
Bachelor of Science (BS), Accounting
Northwest Alabama State Junior College 1987 — 1988
Allstate Financial September 2012 - Present
Edward Jones May 2007 - September 2012
First Union National Bank 1999 - 2002
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Series 7, Loan Origination, Insurance, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investments, Fixed Annuities, Residential Mortgages, Retirement, Portfolio Management, Strategic Financial...
Education
Auburn University 1989 — 1992
Bachelor of Science (BS), Accounting
Northwest Alabama State Junior College 1987 — 1988
Andrew M Rux Andrew M Rux's Edward Jones Experience November 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services, Retirement
Education
Eastern Illinois University 1983 — 1987
Bachelor’s Degree, Economics
Ashford University 1981 — 1983
Associate’s Degree
Edward Jones November 2007 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services, Retirement
Education
Eastern Illinois University 1983 — 1987
Bachelor’s Degree, Economics
Ashford University 1981 — 1983
Associate’s Degree
Eric Hyde Eric Hyde's Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Skills
Plan Reviews, Retirement Plan..., Individual Retirement..., Business Retirement..., Estate and Trust..., Education Savings, Permanant and Term Life...
Education
Auburn University 1989 — 1991
Carson-Newman College 1987 — 1989
Edward Jones January 2011 - Present
Skills
Plan Reviews, Retirement Plan..., Individual Retirement..., Business Retirement..., Estate and Trust..., Education Savings, Permanant and Term Life...
Education
Auburn University 1989 — 1991
Carson-Newman College 1987 — 1989
Jim Robins PMP Jim Robins PMP's Edward Jones Experience 2003 - 2005
Job Project Manager RETIRED from Maritz, Inc
Industry Information Technology and Services
Experience
Maritz, Inc May 2007 - August 2015
Express Scripts 2005 - 2006
Edward Jones 2003 - 2005
Edward Jones 2000 - 2003
Deltek Systems 1998 - 2000
SalesKit Software 1993 - 1998
Institute of Management Resources March 1982 - January 1989
Skills
Process Improvement, Vendor Management, Visio, Project Portfolio..., Resource Management, SDLC, Business Analysis, Business Process..., SharePoint, PMP, Software Documentation, Program Management, PMO, Disaster Recovery, Requirements Gathering, Project Management, Business Process, CRM, Change Management, Cross-functional Team..., Data Warehousing, Enterprise Software, IT Management, IT Strategy, Information Technology, Integration, Leadership, MS Project, Management, Management Consulting, Project Planning, Requirements Analysis, Software Development, Software Project..., Storage, Team Leadership, Team Management, User Acceptance Testing, Data Center, Architecture, ERP, Business Intelligence, Agile Methodologies, ITIL, IT Service Management, Enterprise Architecture
Education
Arkansas State University
none, Accounting
Maritz, Inc May 2007 - August 2015
Express Scripts 2005 - 2006
Edward Jones 2003 - 2005
Edward Jones 2000 - 2003
Deltek Systems 1998 - 2000
SalesKit Software 1993 - 1998
Institute of Management Resources March 1982 - January 1989
Skills
Process Improvement, Vendor Management, Visio, Project Portfolio..., Resource Management, SDLC, Business Analysis, Business Process..., SharePoint, PMP, Software Documentation, Program Management, PMO, Disaster Recovery, Requirements Gathering, Project Management, Business Process, CRM, Change Management, Cross-functional Team..., Data Warehousing, Enterprise Software, IT Management, IT Strategy, Information Technology, Integration, Leadership, MS Project, Management, Management Consulting, Project Planning, Requirements Analysis, Software Development, Software Project..., Storage, Team Leadership, Team Management, User Acceptance Testing, Data Center, Architecture, ERP, Business Intelligence, Agile Methodologies, ITIL, IT Service Management, Enterprise Architecture
Education
Arkansas State University
none, Accounting
Shannon Ramsey Shannon Ramsey's Edward Jones Experience August 2008 - Present
Job Owner/designer at Sashu Designs
Industry Arts and Crafts
Experience
Edward Jones August 2008 - Present
Sashu Designs January 2004 - Present
Towers Watson December 1987 - July 2007
Skills
Customer Service, Records Management, Time Management, Appointment Scheduling, Handmade Jewelry, Jewelry Design, Sewing, Photography, Recruiting, Benefits Administration, Employee Benefits, Microsoft Word
Education
Art Institute of Houston 1968 — 1968
Commercial and Advertising Art
Bitburg American High School 1963 — 1966
Edward Jones August 2008 - Present
Sashu Designs January 2004 - Present
Towers Watson December 1987 - July 2007
Skills
Customer Service, Records Management, Time Management, Appointment Scheduling, Handmade Jewelry, Jewelry Design, Sewing, Photography, Recruiting, Benefits Administration, Employee Benefits, Microsoft Word
Education
Art Institute of Houston 1968 — 1968
Commercial and Advertising Art
Bitburg American High School 1963 — 1966
Angelo Kourkafas, CFA Angelo Kourkafas, CFA's Edward Jones Experience July 2014 - Present
Job Associate Equity Analyst Industrials at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2014 - Present
Avatar Securities, LLC October 2008 - June 2014
Minnesota State University, Mankato August 2007 - May 2008
HSBC June 2007 - August 2007
Ameriprise Financial October 2006 - June 2007
Skills
Trading, Securities, Investments, Asset Management, Economics, Excel, PowerPoint, Microsoft Office, Financial Modeling, Technical Analysis, Portfolio Management, Equities, Financial Risk, Financial Services, Equity Valuation, Bloomberg, Oil & Gas Industry, Statistics, Research, Index Arbitrage, Data Analysis, Risk, Risk Management, TradeStation, Financial Statement..., Equity Capital Markets, Derivatives, Fixed Income, Alternative Investments, Swaps, Word, Microsoft Excel, Equity Trading, Proprietary Trading, Quantitative Analytics
Education
Minnesota State University, Mankato 2006 — 2008
MBA, Finance
Athens University of Economics and Business 2002 — 2006
B.A., Business Administration
Edward Jones July 2014 - Present
Avatar Securities, LLC October 2008 - June 2014
Minnesota State University, Mankato August 2007 - May 2008
HSBC June 2007 - August 2007
Ameriprise Financial October 2006 - June 2007
Skills
Trading, Securities, Investments, Asset Management, Economics, Excel, PowerPoint, Microsoft Office, Financial Modeling, Technical Analysis, Portfolio Management, Equities, Financial Risk, Financial Services, Equity Valuation, Bloomberg, Oil & Gas Industry, Statistics, Research, Index Arbitrage, Data Analysis, Risk, Risk Management, TradeStation, Financial Statement..., Equity Capital Markets, Derivatives, Fixed Income, Alternative Investments, Swaps, Word, Microsoft Excel, Equity Trading, Proprietary Trading, Quantitative Analytics
Education
Minnesota State University, Mankato 2006 — 2008
MBA, Finance
Athens University of Economics and Business 2002 — 2006
B.A., Business Administration
James Gerhart, MBA, CPIM, CSCP James Gerhart, MBA, CPIM, CSCP's Edward Jones Experience March 2014 - May 2015
Job Vice President, Global Suppy Chain at Supply Technologies
Industry Logistics and Supply Chain
Experience
Edward Jones March 2014 - May 2015
Atlas Bolt & Screw Co. 2008 - January 2014
Atlas Bolt & Screw Co. 2001 - 2007
Atlas Bolt & Screw Co. 1997 - 2001
Skills
MRP, Inventory Control, Purchasing, Manufacturing, Materials Management, Lean Manufacturing, Cost Management, Management, Customer Service, Process Improvement, Team Building, Negotiation, Business Strategy, Forecasting, Project Management, Inventory Management, Continuous Improvement, Strategic Planning, Global Sourcing, Logistics, Budgets, Supply Chain, Contract Negotiation, Strategic Sourcing, Supply Chain Management, Product Development, Operations Management, Supply Chain..., Pricing, SAP, Supply Management, Six Sigma, P&L
Education
Ashland University 1996 — 2000
MBA, Business Management
Bowling Green State University 1985 — 1989
BSBA, Marketing
Edward Jones March 2014 - May 2015
Atlas Bolt & Screw Co. 2008 - January 2014
Atlas Bolt & Screw Co. 2001 - 2007
Atlas Bolt & Screw Co. 1997 - 2001
Skills
MRP, Inventory Control, Purchasing, Manufacturing, Materials Management, Lean Manufacturing, Cost Management, Management, Customer Service, Process Improvement, Team Building, Negotiation, Business Strategy, Forecasting, Project Management, Inventory Management, Continuous Improvement, Strategic Planning, Global Sourcing, Logistics, Budgets, Supply Chain, Contract Negotiation, Strategic Sourcing, Supply Chain Management, Product Development, Operations Management, Supply Chain..., Pricing, SAP, Supply Management, Six Sigma, P&L
Education
Ashland University 1996 — 2000
MBA, Business Management
Bowling Green State University 1985 — 1989
BSBA, Marketing
Anthony Migliozzi's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
The Hartford April 2007 - March 2014
Prudential Financial September 2005 - April 2007
MFS Investment Management September 2004 - September 2005
Skills
estate and legacy..., 401k, FINRA, Retirement Planning, Series 63, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Insurance, Investments, Wealth Management, Series 7, IRAs, Term Life Insurance, Sales, Variable Annuities, Fixed Annuities, Series 6
Education
Assumption College
Assumption College
Edward Jones March 2014 - Present
The Hartford April 2007 - March 2014
Prudential Financial September 2005 - April 2007
MFS Investment Management September 2004 - September 2005
Skills
estate and legacy..., 401k, FINRA, Retirement Planning, Series 63, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Insurance, Investments, Wealth Management, Series 7, IRAs, Term Life Insurance, Sales, Variable Annuities, Fixed Annuities, Series 6
Education
Assumption College
Assumption College
Erika Baker's Edward Jones Experience September 2010 - November 2013
Job Mind & Body Transformation Coach at Erika Baker Fitness
Industry Health, Wellness and Fitness
Experience
Erika Baker Fitness February 2015 - Present
Hi Point Women's Center November 2013 - Present
Edward Jones September 2010 - November 2013
Joy Of Living June 2010 - August 2010
The National Society of Leadership and Success - Ashland Chapter September 2009 - May 2010
The Eagle Investment Group March 2009 - May 2010
St. Jude's Up 'Til Dawn Fundraising Program - Ashland Chapter August 2007 - May 2010
The Financial Solutions Network, LLC September 2008 - September 2009
New York Life May 2009 - August 2009
Delta Zeta Sorority December 2007 - January 2009
Skills
Leadership, Finance, Investments, Research, Risk Management, Financial Analysis, Marketing, Mutual Funds, Customer Service, Budgets, Insurance, Teamwork, Strategic Financial..., Proposal Writing, Human Resources, Analytical Skills, Profit, Process Engineering, Microsoft Office, Analysis, Management, Budget, Fitness, Holistic Health, Weight Loss Coaching, Empower, Inspirer
Education
Ashland University 2007 — 2010
BSBA, Finance
Hondoros College 2009 — 2009
Life and Health Insurance Licenses, Life and Health Insurance Class
Ohio Northern University 2006 — 2007
Math
Strongsville High School 2002 — 2006
Erika Baker Fitness February 2015 - Present
Hi Point Women's Center November 2013 - Present
Edward Jones September 2010 - November 2013
Joy Of Living June 2010 - August 2010
The National Society of Leadership and Success - Ashland Chapter September 2009 - May 2010
The Eagle Investment Group March 2009 - May 2010
St. Jude's Up 'Til Dawn Fundraising Program - Ashland Chapter August 2007 - May 2010
The Financial Solutions Network, LLC September 2008 - September 2009
New York Life May 2009 - August 2009
Delta Zeta Sorority December 2007 - January 2009
Skills
Leadership, Finance, Investments, Research, Risk Management, Financial Analysis, Marketing, Mutual Funds, Customer Service, Budgets, Insurance, Teamwork, Strategic Financial..., Proposal Writing, Human Resources, Analytical Skills, Profit, Process Engineering, Microsoft Office, Analysis, Management, Budget, Fitness, Holistic Health, Weight Loss Coaching, Empower, Inspirer
Education
Ashland University 2007 — 2010
BSBA, Finance
Hondoros College 2009 — 2009
Life and Health Insurance Licenses, Life and Health Insurance Class
Ohio Northern University 2006 — 2007
Math
Strongsville High School 2002 — 2006
Scott TRAMMELL Scott TRAMMELL's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Skills
Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement Planning, Financial Advisory, Business Development, Investment Advisory, Financial Services, Marketing
Education
Auburn University, College of Business 1984 — 1989
Bachelor's Degree, Finance
Edward Jones August 2012 - Present
Skills
Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement Planning, Financial Advisory, Business Development, Investment Advisory, Financial Services, Marketing
Education
Auburn University, College of Business 1984 — 1989
Bachelor's Degree, Finance
Sawyer Kelly Sawyer Kelly's Edward Jones Experience June 2014 - August 2014
Job Olin 2017 MBA Candidate, Systems Engineer, ATM Entrepreneur, and Strategic Thinker
Industry Management Consulting
Experience
Kelly Enterprises ATMs July 2013 - Present
Olin Business School September 2014 - Present
Capital One June 2015 - July 2015
Edward Jones June 2014 - August 2014
Cash Ready ATM August 2008 - August 2012
Skills
Strategy, Analysis, Leadership, Public Speaking, Entrepreneurship, Microsoft Excel, Data Analysis, Java, Matlab
Education
Washington University in St. Louis 2015 — 2017
Master of Business Administration (M.B.A.), Consulting
Washington University in St. Louis 2012 — 2016
Bachelor’s Degree, Systems Science and Engineering; Computer Science, Senior
King's College London, U. of London 2013 — 2013
Entrepreneurship; Marketing
Georgia Regents University 2010 — 2012
Literature, Statistics, Public Speaking
Kelly Enterprises ATMs July 2013 - Present
Olin Business School September 2014 - Present
Capital One June 2015 - July 2015
Edward Jones June 2014 - August 2014
Cash Ready ATM August 2008 - August 2012
Skills
Strategy, Analysis, Leadership, Public Speaking, Entrepreneurship, Microsoft Excel, Data Analysis, Java, Matlab
Education
Washington University in St. Louis 2015 — 2017
Master of Business Administration (M.B.A.), Consulting
Washington University in St. Louis 2012 — 2016
Bachelor’s Degree, Systems Science and Engineering; Computer Science, Senior
King's College London, U. of London 2013 — 2013
Entrepreneurship; Marketing
Georgia Regents University 2010 — 2012
Literature, Statistics, Public Speaking
Garrett Estes Garrett Estes's Edward Jones Experience July 2014 - Present
Job
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Army National Guard June 2006 - Present
Skills
Sales, Leadership, Training, Management, Windows
Education
Auburn University 2007 — 2012
Bachelor of Arts (BA), Sociology
Edward Jones July 2014 - Present
Army National Guard June 2006 - Present
Skills
Sales, Leadership, Training, Management, Windows
Education
Auburn University 2007 — 2012
Bachelor of Arts (BA), Sociology
Mike Fogle Mike Fogle's Edward Jones Experience September 2009 - July 2010
Job Regional Vice President at AXA Distributers
Industry Insurance
Experience
AXA US March 2015 - Present
Nationwide Financial January 2011 - March 2015
Edward Jones September 2009 - July 2010
New York Life Insurance Company 2008 - 2009
GNC 2004 - 2007
Skills
Series 7, Series 66, Life & Health Insurance..., Retirement Planning, Variable Annuities, Mutual Funds, Sales, Competitive Analysis, New Business Development, Strategic Partnerships, Investments, Insurance
Education
The American College 2012 — 2014
Ashland University 2006 — 2009
Bachelor's Degree, Accounting and Finance
AXA US March 2015 - Present
Nationwide Financial January 2011 - March 2015
Edward Jones September 2009 - July 2010
New York Life Insurance Company 2008 - 2009
GNC 2004 - 2007
Skills
Series 7, Series 66, Life & Health Insurance..., Retirement Planning, Variable Annuities, Mutual Funds, Sales, Competitive Analysis, New Business Development, Strategic Partnerships, Investments, Insurance
Education
The American College 2012 — 2014
Ashland University 2006 — 2009
Bachelor's Degree, Accounting and Finance
Joshua Foy Joshua Foy's Edward Jones Experience November 2010 - December 2011
Job Senior Client Service Associate at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
E*TRADE Financial Corporation May 2014 - November 2014
E*TRADE Financial Corporation July 2013 - May 2014
E*TRADE Financial November 2012 - July 2013
OrchardDesign January 2012 - October 2012
Edward Jones November 2010 - December 2011
Auburn University August 2005 - May 2006
OrchardDesign January 2003 - August 2005
Skills
PowerPoint, Microsoft Excel, Finance, Insurance, Microsoft Office, Microsoft Word, Outlook, Customer Service, Research, Series 7, Series 66, Series 63, Financial Advisory
Education
Auburn University 2005 — 2010
Bachelor of Business Administration, Entrepreneurship and Family Business
Auburn University 2005 — 2009
Bachelor of Business Administration, Finance
UBS November 2014 - Present
E*TRADE Financial Corporation May 2014 - November 2014
E*TRADE Financial Corporation July 2013 - May 2014
E*TRADE Financial November 2012 - July 2013
OrchardDesign January 2012 - October 2012
Edward Jones November 2010 - December 2011
Auburn University August 2005 - May 2006
OrchardDesign January 2003 - August 2005
Skills
PowerPoint, Microsoft Excel, Finance, Insurance, Microsoft Office, Microsoft Word, Outlook, Customer Service, Research, Series 7, Series 66, Series 63, Financial Advisory
Education
Auburn University 2005 — 2010
Bachelor of Business Administration, Entrepreneurship and Family Business
Auburn University 2005 — 2009
Bachelor of Business Administration, Finance
Colin Arnold's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones July 2014 - February 2015
Augustana College August 2010 - May 2014
Brown-Forman January 2013 - March 2013
Crow Valley Golf Club May 2012 - August 2012
Skills
Finance, PowerPoint
Education
Augustana College 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Augustana College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Edward Jones March 2015 - Present
Edward Jones July 2014 - February 2015
Augustana College August 2010 - May 2014
Brown-Forman January 2013 - March 2013
Crow Valley Golf Club May 2012 - August 2012
Skills
Finance, PowerPoint
Education
Augustana College 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Augustana College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Betsy Ford Betsy Ford's Edward Jones Experience May 2005 - March 2011
Job Financial Consultant
Industry Financial Services
Experience
Ford Investment Strategies July 2014 - Present
LPL Finanical March 2011 - July 2014
Edward Jones May 2005 - March 2011
Education
Augustana University (SD) 1969 — 1973
Bachelor's degree, Education
Ford Investment Strategies July 2014 - Present
LPL Finanical March 2011 - July 2014
Edward Jones May 2005 - March 2011
Education
Augustana University (SD) 1969 — 1973
Bachelor's degree, Education
Benjamin Minard, AAMS's Edward Jones Experience June 2010 - August 2013
Job Managing Partner, MaPP Investment Services, LLC
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
MaPP Investment Services, LLC August 2013 - Present
Edward Jones June 2010 - August 2013
Skills
Retirement Planning, Investments, Human Communications, Wealth Management, Strategic Financial..., Asset Allocation, Life Insurance, Long-term Care, Portfolio Management, Asset Managment, Investment Advisory, Financial Services, Wealth Accumulation, Estate Planning, Retirement, Series 7, IRAs, Investment Strategies, Financial Analysis, High Net Worth..., 401k, Asset Management, Finance, Financial Planners, Mutual Funds, Uniform Combined State...
Education
College for Financial Planning 2013 — 2015
CFP, Financial Planning and Services
College for Financial Planning 2011 — 2011
Accredited Asset Magagement Specialist, Financial Planning and Services, Designation
Ashland University 2006 — 2010
Bachelor, Finance
Olentangy High School
GED
Commonwealth Financial Network August 2013 - Present
MaPP Investment Services, LLC August 2013 - Present
Edward Jones June 2010 - August 2013
Skills
Retirement Planning, Investments, Human Communications, Wealth Management, Strategic Financial..., Asset Allocation, Life Insurance, Long-term Care, Portfolio Management, Asset Managment, Investment Advisory, Financial Services, Wealth Accumulation, Estate Planning, Retirement, Series 7, IRAs, Investment Strategies, Financial Analysis, High Net Worth..., 401k, Asset Management, Finance, Financial Planners, Mutual Funds, Uniform Combined State...
Education
College for Financial Planning 2013 — 2015
CFP, Financial Planning and Services
College for Financial Planning 2011 — 2011
Accredited Asset Magagement Specialist, Financial Planning and Services, Designation
Ashland University 2006 — 2010
Bachelor, Finance
Olentangy High School
GED
R. Greg Walker's Edward Jones Experience June 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Spartanburg County Government July 2012 - April 2015
United States Air Force January 2011 - August 2012
United States Air Force September 2009 - December 2010
United States Air Force January 2007 - June 2008
United States Air Force 2004 - 2007
United States Air Force 1997 - 2001
Skills
Air Force, Systems Acquisition, Flight Test, Aviation Operations, Defense Acquisition, DoD, Flight Safety, Security Clearance, Flight Operations, Military Operations, Military Leadership, Aircraft, Testing, Military, Defense, National Security, Aviation, Military Experience, Operational Planning, Tactics, Organizational..., Aerospace, Information Assurance, Aircraft Performance, Force Protection, Flights, Electronic Warfare, Program Management, Command, UAV, Military Aviation, Top Secret, Billing Systems, Defence Sector
Education
Embry Riddle Aeronautical University-Worldwide 2000 — 2003
Masters of Science, Aeronautical Science (Safety Specialty)
Auburn University 1987 — 1991
Bachelors of Science, Aerospace Engineering
Edward Jones June 2015 - Present
Spartanburg County Government July 2012 - April 2015
United States Air Force January 2011 - August 2012
United States Air Force September 2009 - December 2010
United States Air Force January 2007 - June 2008
United States Air Force 2004 - 2007
United States Air Force 1997 - 2001
Skills
Air Force, Systems Acquisition, Flight Test, Aviation Operations, Defense Acquisition, DoD, Flight Safety, Security Clearance, Flight Operations, Military Operations, Military Leadership, Aircraft, Testing, Military, Defense, National Security, Aviation, Military Experience, Operational Planning, Tactics, Organizational..., Aerospace, Information Assurance, Aircraft Performance, Force Protection, Flights, Electronic Warfare, Program Management, Command, UAV, Military Aviation, Top Secret, Billing Systems, Defence Sector
Education
Embry Riddle Aeronautical University-Worldwide 2000 — 2003
Masters of Science, Aeronautical Science (Safety Specialty)
Auburn University 1987 — 1991
Bachelors of Science, Aerospace Engineering
Elijah Beauchemin, M.A. Elijah Beauchemin, M.A.'s Edward Jones Experience August 2013 - May 2014
Job Experienced Professional
Industry Consumer Services
Experience
SelectQuote Insurance Services October 2014 - Present
Edward Jones August 2013 - May 2014
Ashford University March 2010 - June 2013
Crosspointe Life Church July 2006 - February 2010
Quality Built 2004 - 2006
Shilo Inns Suites Hotels 2001 - 2004
Skills
Leadership, Training, Team Leadership, Management, Higher Education, Program Management, Customer Service, E-Learning, Team Building, Sales, Leadership Development, Admissions, Adult Education, Distance Learning, Analysis, Financial Analysis, Mutual Funds, Series 7, Creative Solutions, Digital Marketing, Energetic Leader, Creativity Skills, Communication, Educational Technology, Graphic Design, Audio Engineering
Education
Ashford University 2010 — 2012
MASTER OF ARTS DEGREE, Teaching and Learning with Technology
Southwestern Assemblies of God University 2006 — 2010
BACHELOR OF SCIENCE DEGREE, Professional Development
McNary High School 1994 — 1998
High School Diploma
SelectQuote Insurance Services October 2014 - Present
Edward Jones August 2013 - May 2014
Ashford University March 2010 - June 2013
Crosspointe Life Church July 2006 - February 2010
Quality Built 2004 - 2006
Shilo Inns Suites Hotels 2001 - 2004
Skills
Leadership, Training, Team Leadership, Management, Higher Education, Program Management, Customer Service, E-Learning, Team Building, Sales, Leadership Development, Admissions, Adult Education, Distance Learning, Analysis, Financial Analysis, Mutual Funds, Series 7, Creative Solutions, Digital Marketing, Energetic Leader, Creativity Skills, Communication, Educational Technology, Graphic Design, Audio Engineering
Education
Ashford University 2010 — 2012
MASTER OF ARTS DEGREE, Teaching and Learning with Technology
Southwestern Assemblies of God University 2006 — 2010
BACHELOR OF SCIENCE DEGREE, Professional Development
McNary High School 1994 — 1998
High School Diploma
Garrett MacKay's Edward Jones Experience April 2011 - September 2011
Job Business Analyst at Boeing Company
Industry Aviation & Aerospace
Experience
Boeing May 2015 - Present
Target October 2014 - May 2015
Z Wireless - Verizon Premium Wireless Retailer December 2013 - October 2014
Z Wireless - Verizon Premium Wireless Retailer October 2012 - December 2013
Otness Management Company September 2011 - October 2012
Edward Jones April 2011 - September 2011
Skills
Internal Audit, Revenue Management, High Level..., Store Development -..., Accounting, Finance, Auditing, Analysis, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Journal Entries, General Ledger, Revenue Recognition, Internal Controls, Financial Reporting, Managerial Finance, Microsoft Excel, Microsoft Office
Education
Augsburg College 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance
Rainy River Community College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Boeing May 2015 - Present
Target October 2014 - May 2015
Z Wireless - Verizon Premium Wireless Retailer December 2013 - October 2014
Z Wireless - Verizon Premium Wireless Retailer October 2012 - December 2013
Otness Management Company September 2011 - October 2012
Edward Jones April 2011 - September 2011
Skills
Internal Audit, Revenue Management, High Level..., Store Development -..., Accounting, Finance, Auditing, Analysis, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Journal Entries, General Ledger, Revenue Recognition, Internal Controls, Financial Reporting, Managerial Finance, Microsoft Excel, Microsoft Office
Education
Augsburg College 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance
Rainy River Community College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Theresa Vandendriesche Theresa Vandendriesche's Edward Jones Experience July 2011 - Present
Job Online Education/Human Development/Program Manager
Industry E-Learning
Experience
Edward Jones July 2011 - Present
Airport Chevrolet 2009 - July 2011
Lithia Motors Inc. February 2007 - July 2008
City of Fort Collins June 2001 - December 2005
Frontier Charter Academy August 1999 - June 2001
University of Northern Colorado June 1999 - August 1999
Valley Catholic High School August 1994 - June 1997
Skills
Teaching, Training, Management, Leadership, Employee Relations, Interviews, Coaching, Program Management, Curriculum Design, Marketing, Program Development, Social Media, Project Management, Community Outreach, Budgets, Research
Education
Ashford University 2011 — 2012
Masters of Arts, Learning and Teaching with Technology, 4.0
Portland State University
Graduate Secondary Education, Biology
Portland State University
Bachelor of Science, Biology
Edward Jones July 2011 - Present
Airport Chevrolet 2009 - July 2011
Lithia Motors Inc. February 2007 - July 2008
City of Fort Collins June 2001 - December 2005
Frontier Charter Academy August 1999 - June 2001
University of Northern Colorado June 1999 - August 1999
Valley Catholic High School August 1994 - June 1997
Skills
Teaching, Training, Management, Leadership, Employee Relations, Interviews, Coaching, Program Management, Curriculum Design, Marketing, Program Development, Social Media, Project Management, Community Outreach, Budgets, Research
Education
Ashford University 2011 — 2012
Masters of Arts, Learning and Teaching with Technology, 4.0
Portland State University
Graduate Secondary Education, Biology
Portland State University
Bachelor of Science, Biology
Thom Arena's Edward Jones Experience March 2003 - September 2004
Job Top Producer Business/Sales Manager with extensive experience
Industry Financial Services
Experience
temporarily retired Business ManagerDixie RV SuperStoresNovember 2012 - December 2014
MarineMax June 2006 - June 2012
Legendary Inc September 2004 - May 2006
Edward Jones March 2003 - September 2004
Marketplace Bank January 2000 - December 2002
Sonic Automotive January 1997 - December 1999
Skills
Microsoft Excel, Microsoft Office, Customer Service, English, Microsoft Word, Outlook, PowerPoint, Research, Windows, Contract Negotiation, HTML, Marketing, Negotiation, Photoshop, Public Speaking, Teaching, Sales, Team Building, Management, Leadership, Budgets, Inventory Management, Sales Management
Education
Northwest Florida State College 1983 — 1986
Associate of Arts (AA), Criminology, 3.85
Pensacola State College 1984 — 1984
Police Standards in training, Law Enforcement Rookie School, 4.0
Auburn University 1981 — 1983
Mechanical Engineering, 3.33
Choctawhatchee High School
temporarily retired Business ManagerDixie RV SuperStoresNovember 2012 - December 2014
MarineMax June 2006 - June 2012
Legendary Inc September 2004 - May 2006
Edward Jones March 2003 - September 2004
Marketplace Bank January 2000 - December 2002
Sonic Automotive January 1997 - December 1999
Skills
Microsoft Excel, Microsoft Office, Customer Service, English, Microsoft Word, Outlook, PowerPoint, Research, Windows, Contract Negotiation, HTML, Marketing, Negotiation, Photoshop, Public Speaking, Teaching, Sales, Team Building, Management, Leadership, Budgets, Inventory Management, Sales Management
Education
Northwest Florida State College 1983 — 1986
Associate of Arts (AA), Criminology, 3.85
Pensacola State College 1984 — 1984
Police Standards in training, Law Enforcement Rookie School, 4.0
Auburn University 1981 — 1983
Mechanical Engineering, 3.33
Choctawhatchee High School
Richard Little Richard Little's Edward Jones Experience June 2010 - March 2015
Job Financial Advisor at Kingsview Asset Management
Industry Financial Services
Experience
Kingsview Asset Management March 2015 - Present
Edward Jones June 2010 - March 2015
Education
Auburn University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Illinois at Chicago 2006 — 2007
Kingsview Asset Management March 2015 - Present
Edward Jones June 2010 - March 2015
Education
Auburn University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Illinois at Chicago 2006 — 2007
Stan Brumbeloe Stan Brumbeloe's Edward Jones Experience June 2001 - June 2007
Job Teacher / Coach at Alexander City Middle School
Industry
Experience
Alexander City Middle School August 2012 - Present
Boys & Girls Clubs of Chambers County (AL) June 2007 - August 2012
Edward Jones June 2001 - June 2007
Skills
Teaching and Coaching, Personal Financial..., Non-profit...
Education
Auburn University at Montgomery
Master of Education (M.Ed.), Secondary Education and Teaching
Troy University
Bachelor of Science (B.S.), Social Sciences
Alexander City Middle School August 2012 - Present
Boys & Girls Clubs of Chambers County (AL) June 2007 - August 2012
Edward Jones June 2001 - June 2007
Skills
Teaching and Coaching, Personal Financial..., Non-profit...
Education
Auburn University at Montgomery
Master of Education (M.Ed.), Secondary Education and Teaching
Troy University
Bachelor of Science (B.S.), Social Sciences
Stephen Platt Stephen Platt's Edward Jones Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
United States Marine Corps March 2010 - December 2014
Global One Security August 2009 - March 2010
Skills
Management, Financial Planning, Financial Analysis, Critical Thinking, Problem Solving, Customer Service, Series 7, Series 66, Security Clearance, Military Experience, Strategic Planning, Resiliency, Leadership, Microsoft Excel, Time Management, Flexibility, Microsoft Office, Military, Research, Operational Planning, Team Building, Finance
Education
Ashford University 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Florida 2006 — 2008
Edward Jones January 2015 - Present
United States Marine Corps March 2010 - December 2014
Global One Security August 2009 - March 2010
Skills
Management, Financial Planning, Financial Analysis, Critical Thinking, Problem Solving, Customer Service, Series 7, Series 66, Security Clearance, Military Experience, Strategic Planning, Resiliency, Leadership, Microsoft Excel, Time Management, Flexibility, Microsoft Office, Military, Research, Operational Planning, Team Building, Finance
Education
Ashford University 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Florida 2006 — 2008
Stacey Solomon's Edward Jones Experience June 2009 - December 2012
Job Professional Recruiting Manager at Onin Professional Search
Industry Staffing and Recruiting
Experience
Onin Staffing May 2015 - Present
Pinnacle Bank December 2012 - May 2015
Edward Jones June 2009 - December 2012
Ambassador April 2008 - May 2009
COMFORCE September 2005 - January 2008
Technisource January 2003 - March 2005
Clark Financial Advisors July 2001 - January 2003
Ablest Inc. August 1999 - June 2001
Skills
Staffing Services, Human Resources, Applicant Tracking..., Recruiting, Interviews, Technical Recruiting, Career Counseling, Payroll, Training, Temporary Placement, Internet Recruiting, Sales, Executive Search, Talent Acquisition, Account Management, Employee Benefits, Sourcing, Onboarding, Hiring, College Recruiting, Contract Recruitment, Temporary Staffing, Business Development, Vendor Management
Education
Auburn University 1994 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Onin Staffing May 2015 - Present
Pinnacle Bank December 2012 - May 2015
Edward Jones June 2009 - December 2012
Ambassador April 2008 - May 2009
COMFORCE September 2005 - January 2008
Technisource January 2003 - March 2005
Clark Financial Advisors July 2001 - January 2003
Ablest Inc. August 1999 - June 2001
Skills
Staffing Services, Human Resources, Applicant Tracking..., Recruiting, Interviews, Technical Recruiting, Career Counseling, Payroll, Training, Temporary Placement, Internet Recruiting, Sales, Executive Search, Talent Acquisition, Account Management, Employee Benefits, Sourcing, Onboarding, Hiring, College Recruiting, Contract Recruitment, Temporary Staffing, Business Development, Vendor Management
Education
Auburn University 1994 — 1997
Bachelor of Arts (B.A.), Political Science and Government
David Leavitt's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
AltAssets July 2013 - August 2013
Auburn University January 2013 - May 2013
Education
Auburn University 2010 — 2014
Finance, Finance, General
Edward Jones February 2015 - Present
AltAssets July 2013 - August 2013
Auburn University January 2013 - May 2013
Education
Auburn University 2010 — 2014
Finance, Finance, General
Brittany Brockman Brittany Brockman's Edward Jones Experience May 2009 - August 2009
Job Director of Membership and Marketing at Saugahatchee Country Club
Industry Marketing and Advertising
Experience
Saugahatchee Country Club March 2015 - Present
AUK LLC August 2012 - Present
Auburn University Bookstore July 2011 - May 2012
Edward Jones May 2009 - August 2009
Skills
Management, Marketing, Sales, PowerPoint, Strategic Planning, Leadership, Marketing Strategy, Negotiation, Business Development, New Business Development, Team Building, Budgets, Business Strategy, Event Planning, Membership Relations, Membership Growth, Membership Retention, Microsoft Office
Education
Auburn University 2008 — 2012
Bachelor of Arts (BA), Art History, Criticism and Conservation
Auburn University 2008 — 2012
Bachelor's degree, Art History, Criticism and Conservation
Auburn University 2008 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Saugahatchee Country Club March 2015 - Present
AUK LLC August 2012 - Present
Auburn University Bookstore July 2011 - May 2012
Edward Jones May 2009 - August 2009
Skills
Management, Marketing, Sales, PowerPoint, Strategic Planning, Leadership, Marketing Strategy, Negotiation, Business Development, New Business Development, Team Building, Budgets, Business Strategy, Event Planning, Membership Relations, Membership Growth, Membership Retention, Microsoft Office
Education
Auburn University 2008 — 2012
Bachelor of Arts (BA), Art History, Criticism and Conservation
Auburn University 2008 — 2012
Bachelor's degree, Art History, Criticism and Conservation
Auburn University 2008 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Carroll Emerson Carroll Emerson's Edward Jones Experience June 2004 - February 2007
Job Sales Consultant, Marketing Advisor at Miracle Ear Savannah
Industry Financial Services
Experience
Miracle Ear Savannah August 2013 - Present
Success Is SIMPLE January 2009 - Present
Miracle Ear 2013 - 2013
Emerson Investments February 2007 - December 2012
Colonial Life June 2011 - September 2011
Edward Jones June 2004 - February 2007
Skills
Public Speaking, Spanish, Creative Writer, Insurance, Life Insurance, Marketing, Team Building, Management, Health Insurance, Small Business, Sales Management, Sales, Retirement Planning, New Business Development, Account Management, Selling Skills, Web Design, Strategic Financial..., Investments
Education
Armstrong State University 1989 — 1990
Mathematics
Miracle Ear Savannah August 2013 - Present
Success Is SIMPLE January 2009 - Present
Miracle Ear 2013 - 2013
Emerson Investments February 2007 - December 2012
Colonial Life June 2011 - September 2011
Edward Jones June 2004 - February 2007
Skills
Public Speaking, Spanish, Creative Writer, Insurance, Life Insurance, Marketing, Team Building, Management, Health Insurance, Small Business, Sales Management, Sales, Retirement Planning, New Business Development, Account Management, Selling Skills, Web Design, Strategic Financial..., Investments
Education
Armstrong State University 1989 — 1990
Mathematics
Kate McCarthy, MBA Kate McCarthy, MBA's Edward Jones Experience January 2000 - July 2005
Job Financial Advisor at SII Investments
Industry Investment Management
Experience
SII Investments October 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - October 2014
girls scouts of NEO September 2011 - September 2013
Edward Jones January 2000 - July 2005
Fidelity Investments January 1987 - May 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation
Education
Ashland University 2009 — 2013
MBA, Master of Business Administration
Magnificat H.S 1980 — 1984
De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services
St Christophers
The American College
CAP (Chartered Advisor in Phillanthropy)
SII Investments October 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - October 2014
girls scouts of NEO September 2011 - September 2013
Edward Jones January 2000 - July 2005
Fidelity Investments January 1987 - May 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation
Education
Ashland University 2009 — 2013
MBA, Master of Business Administration
Magnificat H.S 1980 — 1984
De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services
St Christophers
The American College
CAP (Chartered Advisor in Phillanthropy)
Drew Harpp Drew Harpp's Edward Jones Experience March 2008 - February 2011
Job Sales Manager
Industry Financial Services
Experience
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
John Routhier's Edward Jones Experience October 2009 - July 2010
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Nicholas Seliski Nicholas Seliski's Edward Jones Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Wells Fargo July 2014 - April 2015
Northwestern Mutual April 2013 - June 2014
Volunteers of America October 2012 - January 2013
Daktronics January 2012 - August 2012
Wells Fargo June 2011 - September 2011
Skills
Risk Management, Strategy, Program Management, Networking, Leadership
Education
Augustana College (SD) 2006 — 2011
Bachelor's degree, Business Administration, Sports Management and German
St. Johns Prepatory
Edward Jones April 2015 - Present
Wells Fargo July 2014 - April 2015
Northwestern Mutual April 2013 - June 2014
Volunteers of America October 2012 - January 2013
Daktronics January 2012 - August 2012
Wells Fargo June 2011 - September 2011
Skills
Risk Management, Strategy, Program Management, Networking, Leadership
Education
Augustana College (SD) 2006 — 2011
Bachelor's degree, Business Administration, Sports Management and German
St. Johns Prepatory
Allen Sinquefield's Edward Jones Experience May 2012 - July 2013
Job Business Data Analyst
Industry Information Technology and Services
Experience
Social Hounddog June 2015 - Present
Transamerica August 2013 - Present
Edward Jones May 2012 - July 2013
PRGX January 2010 - June 2011
Oversight Systems May 2008 - August 2009
GXS 2007 - 2008
CHATTAHOOCHEE SPECIALTY COMPOSITES 2005 - 2007
TEKsystems 2004 - 2005
EDS February 2001 - August 2004
CORECOMMERCE January 2000 - January 2001
Skills
Databases, Software Development, Business Intelligence, Unix, Business Analysis, Enterprise Software, Data Warehousing, Java, SQL, XML, Analytics, ETL, Linux, Data Analysis, Data Mining, Data Visualization, PL/SQL, SQL Server, Data Modeling, Business Objects, MySQL, SAP, PHP, JSON stream parser, DBSCAN clustering, Python
Education
Auburn University 1981 — 1985
Bachelor's degree, Electrical and Electronics Engineering
Ga Tech Small Business Program
Bachelor of Science (BS), Electrical and Electronics Engineering
Social Hounddog June 2015 - Present
Transamerica August 2013 - Present
Edward Jones May 2012 - July 2013
PRGX January 2010 - June 2011
Oversight Systems May 2008 - August 2009
GXS 2007 - 2008
CHATTAHOOCHEE SPECIALTY COMPOSITES 2005 - 2007
TEKsystems 2004 - 2005
EDS February 2001 - August 2004
CORECOMMERCE January 2000 - January 2001
Skills
Databases, Software Development, Business Intelligence, Unix, Business Analysis, Enterprise Software, Data Warehousing, Java, SQL, XML, Analytics, ETL, Linux, Data Analysis, Data Mining, Data Visualization, PL/SQL, SQL Server, Data Modeling, Business Objects, MySQL, SAP, PHP, JSON stream parser, DBSCAN clustering, Python
Education
Auburn University 1981 — 1985
Bachelor's degree, Electrical and Electronics Engineering
Ga Tech Small Business Program
Bachelor of Science (BS), Electrical and Electronics Engineering
Melissa Reppert Melissa Reppert's Edward Jones Experience January 2008 - June 2010
Job Experienced Account Executive
Industry Marketing and Advertising
Experience
Verizon Wireless November 2013 - Present
San Diego Reader October 2011 - April 2013
T-Mobile August 2011 - March 2013
WESTERN & SOUTHERN LIFE January 2011 - September 2011
R.W. Towt & Associates June 2010 - December 2010
Edward Jones January 2008 - June 2010
AT&T April 2006 - September 2007
Pacifica Wireless November 2005 - February 2006
PartyLite January 2002 - December 2005
Skills
Marketing, Sales, Insurance, B2B, Fixed Annuities, Investments, Customer Service, Life Insurance, CRM, Sales Presentations, Strategy, Small Business, Mutual Funds, Cold Calling, Customer Satisfaction, New Business Development, Team Building, Leadership, Management, Start-ups, Sales Process, Social Media, Business Planning, Social Media Marketing, Contract Negotiation, Planning & Organizing..., Business Analysis, Highly detail oriented, Physical Inventory, Make/Buy Decisions, Highly motivated..., Event Planning, Delegate Management, Self Management, Social Networking, Highly articulate, Public Speaking, Web Design, Creative Writing, Recruiting, Salesforce.com, Lead Generation, Direct Sales, Selling
Education
Ashford University 2010 — 2014
MBA, Marketing & Entrepreneurship
University of Phoenix 2009 — 2010
Master of Business Administration, Marketing
California State University-San Marcos 2002 — 2008
Bachelor of Science, Management and Marketing2008
Verizon Wireless November 2013 - Present
San Diego Reader October 2011 - April 2013
T-Mobile August 2011 - March 2013
WESTERN & SOUTHERN LIFE January 2011 - September 2011
R.W. Towt & Associates June 2010 - December 2010
Edward Jones January 2008 - June 2010
AT&T April 2006 - September 2007
Pacifica Wireless November 2005 - February 2006
PartyLite January 2002 - December 2005
Skills
Marketing, Sales, Insurance, B2B, Fixed Annuities, Investments, Customer Service, Life Insurance, CRM, Sales Presentations, Strategy, Small Business, Mutual Funds, Cold Calling, Customer Satisfaction, New Business Development, Team Building, Leadership, Management, Start-ups, Sales Process, Social Media, Business Planning, Social Media Marketing, Contract Negotiation, Planning & Organizing..., Business Analysis, Highly detail oriented, Physical Inventory, Make/Buy Decisions, Highly motivated..., Event Planning, Delegate Management, Self Management, Social Networking, Highly articulate, Public Speaking, Web Design, Creative Writing, Recruiting, Salesforce.com, Lead Generation, Direct Sales, Selling
Education
Ashford University 2010 — 2014
MBA, Marketing & Entrepreneurship
University of Phoenix 2009 — 2010
Master of Business Administration, Marketing
California State University-San Marcos 2002 — 2008
Bachelor of Science, Management and Marketing2008
Jonathan T White, MBA Jonathan T White, MBA's Edward Jones Experience March 2009 - November 2009
Job AVP, Operational Risk Consultant at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance August 2014 - Present
Wells Fargo Capital Finance September 2012 - August 2014
Wells Fargo Home Mortgage March 2010 - September 2012
Edward Jones March 2009 - November 2009
Fidelity Investments December 2006 - August 2008
MIT September 2004 - September 2006
Massachusetts Credit Union League April 2003 - August 2004
Skills
Strategy Development, Risk Mitigation, Risk Analysis, Risk Management, Financial Reporting, Excel, Crystal Reports, Business Intelligence, Business Objects, PowerPoint, Team Building, Team Leadership, Project Planning, Project Implementation, Public Speaking, Group Presentations, Investments, Human Capital Management, Strategic Thinking, Analysis, Change Management, Data Analysis, Forecasting, Financial Analysis, Innovation, KPI, Leadership Development, Microsoft Office, Operations, Quality Assurance, Teamwork, Underwriting, Visio, Commercial Banking, Commercial Lending, Account Reconciliation, Strategic Financial..., Financial Structuring, Portfolio Management, Banking, Credit, Management, Loans, Insurance, Strategic Planning, Mutual Funds, Credit Analysis, Strategy, Microsoft Excel, Financial Planning
Education
Wells Fargo 2013 — 2015
Commercial Financial Analyst Training Program
Wells Fargo Capital Finance 2012 — 2013
Asset Based Lending Analyst Training Program
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Finance, General
Assumption College 2002 — 2004
Paralegal Certificate, Paralegal Studies
Assumption College 1999 — 2002
BA, Political Science, Economics
Wells Fargo Capital Finance August 2014 - Present
Wells Fargo Capital Finance September 2012 - August 2014
Wells Fargo Home Mortgage March 2010 - September 2012
Edward Jones March 2009 - November 2009
Fidelity Investments December 2006 - August 2008
MIT September 2004 - September 2006
Massachusetts Credit Union League April 2003 - August 2004
Skills
Strategy Development, Risk Mitigation, Risk Analysis, Risk Management, Financial Reporting, Excel, Crystal Reports, Business Intelligence, Business Objects, PowerPoint, Team Building, Team Leadership, Project Planning, Project Implementation, Public Speaking, Group Presentations, Investments, Human Capital Management, Strategic Thinking, Analysis, Change Management, Data Analysis, Forecasting, Financial Analysis, Innovation, KPI, Leadership Development, Microsoft Office, Operations, Quality Assurance, Teamwork, Underwriting, Visio, Commercial Banking, Commercial Lending, Account Reconciliation, Strategic Financial..., Financial Structuring, Portfolio Management, Banking, Credit, Management, Loans, Insurance, Strategic Planning, Mutual Funds, Credit Analysis, Strategy, Microsoft Excel, Financial Planning
Education
Wells Fargo 2013 — 2015
Commercial Financial Analyst Training Program
Wells Fargo Capital Finance 2012 — 2013
Asset Based Lending Analyst Training Program
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Finance, General
Assumption College 2002 — 2004
Paralegal Certificate, Paralegal Studies
Assumption College 1999 — 2002
BA, Political Science, Economics
Dana Banyasz, AAMS Dana Banyasz, AAMS's Edward Jones Experience May 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2008 - Present
Skills
Series 7, Strategic Financial..., Wealth Management, Retirement Planning, Mutual Funds, Investments
Education
Ashland University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Economics
Edward Jones May 2008 - Present
Skills
Series 7, Strategic Financial..., Wealth Management, Retirement Planning, Mutual Funds, Investments
Education
Ashland University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Economics
Joseph Casarez Joseph Casarez's Edward Jones Experience August 2013 - January 2014
Job Communications Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors January 2014 - Present
Edward Jones August 2013 - January 2014
AllianceBernstein November 2011 - July 2013
JPMorgan Chase January 2011 - November 2011
American FundsS July 2006 - January 2011
Skills
Equities, Investments, Mutual Funds, Series 7, Customer Service, Compliance, AML, Operational Risk..., Retail Banking, Analysis
Education
William Woods University 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ashford University 2009 — 2010
Bachelor of Business Administration (BBA)
Valley Forge Military Academy & College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors January 2014 - Present
Edward Jones August 2013 - January 2014
AllianceBernstein November 2011 - July 2013
JPMorgan Chase January 2011 - November 2011
American FundsS July 2006 - January 2011
Skills
Equities, Investments, Mutual Funds, Series 7, Customer Service, Compliance, AML, Operational Risk..., Retail Banking, Analysis
Education
William Woods University 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ashford University 2009 — 2010
Bachelor of Business Administration (BBA)
Valley Forge Military Academy & College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Jay Roddy Jay Roddy's Edward Jones Experience August 2004 - January 2008
Job Sales Executive
Industry Information Technology and Services
Experience
Corporate Technologies LLC August 2015 - Present
AMI Imaging Systems February 2015 - July 2015
K-Designers October 2014 - February 2015
MyPillow April 2010 - September 2014
Focus Financial February 2008 - August 2012
Edward Jones August 2004 - January 2008
BayView Event Center and Charter Cruises 2002 - 2004
Innova Marketing July 1992 - June 2002
Northland Inn and Executive Conference Center September 1989 - May 2002
High Country Sales/Miller Brewing Company June 1977 - October 1986
Skills
Securities, Retirement Planning, Retirement, 401k
Education
Augsburg College
Bachelor's Degree, Health and Physical Education/Fitness, 3.0
Augsburg College, Minneapolis MN
Corporate Technologies LLC August 2015 - Present
AMI Imaging Systems February 2015 - July 2015
K-Designers October 2014 - February 2015
MyPillow April 2010 - September 2014
Focus Financial February 2008 - August 2012
Edward Jones August 2004 - January 2008
BayView Event Center and Charter Cruises 2002 - 2004
Innova Marketing July 1992 - June 2002
Northland Inn and Executive Conference Center September 1989 - May 2002
High Country Sales/Miller Brewing Company June 1977 - October 1986
Skills
Securities, Retirement Planning, Retirement, 401k
Education
Augsburg College
Bachelor's Degree, Health and Physical Education/Fitness, 3.0
Augsburg College, Minneapolis MN
Charles Earnest Charles Earnest's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Wells Fargo November 2012 - June 2013
United States Marine Corps February 2008 - November 2012
Skills
Customer Service, Avionics, Highly detail oriented, Time Management, Works Well in Groups, Management, Instructor-led Training, Supervisory Experience, Motivated self-starter, Microsoft Office, Maintenance Management, Quality Assurance, Airframe, Oral & Written..., Active DoD Secret...
Education
Ashford University 2011 — 2014
Bachelor of Arts, Accounting and Finance (In progress)
Edward Jones June 2013 - Present
Wells Fargo November 2012 - June 2013
United States Marine Corps February 2008 - November 2012
Skills
Customer Service, Avionics, Highly detail oriented, Time Management, Works Well in Groups, Management, Instructor-led Training, Supervisory Experience, Motivated self-starter, Microsoft Office, Maintenance Management, Quality Assurance, Airframe, Oral & Written..., Active DoD Secret...
Education
Ashford University 2011 — 2014
Bachelor of Arts, Accounting and Finance (In progress)
Jaime Chiem Jaime Chiem's Edward Jones Experience June 2012 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
PetSmart February 2011 - January 2012
US Army July 2008 - August 2010
US Army March 2009 - March 2010
US Army October 2007 - July 2008
Skills
Microsoft Excel, Leadership, PowerPoint, Customer Service, Microsoft Word, Military, Public Speaking, Leadership Development, Security Clearance, Data Analysis, Strategic Planning, Military Experience, Team Building
Education
Ashford University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
UC Irvine 2001 — 2006
Bachelor of Arts (B.A.), Psychology
Edward Jones June 2012 - Present
PetSmart February 2011 - January 2012
US Army July 2008 - August 2010
US Army March 2009 - March 2010
US Army October 2007 - July 2008
Skills
Microsoft Excel, Leadership, PowerPoint, Customer Service, Microsoft Word, Military, Public Speaking, Leadership Development, Security Clearance, Data Analysis, Strategic Planning, Military Experience, Team Building
Education
Ashford University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
UC Irvine 2001 — 2006
Bachelor of Arts (B.A.), Psychology
Cary E Cornette Cary E Cornette's Edward Jones Experience 2013 - 2014
Job Financial Advisor, CRPC®
Industry Financial Services
Experience
Coastal Federal Credit Union February 2014 - January 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Edward Jones 2013 - 2014
Diversified Investment Advisors 2010 - 2012
Cornette Wealth Management 2002 - 2009
Quintiles 1991 - 1999
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Series 66, Registered Investment..., CRPC, Compliance, Financial Planning, Financial Services, Retirement Planning, Qualified Retirement..., IRAs, Investments, Budgets, Public Speaking, Software Development, Microsoft Office, PowerPoint, Microsoft Excel
Education
Armstrong Atlantic State University 1982 — 1990
BGS, Computer Science
Coastal Federal Credit Union February 2014 - January 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Edward Jones 2013 - 2014
Diversified Investment Advisors 2010 - 2012
Cornette Wealth Management 2002 - 2009
Quintiles 1991 - 1999
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Series 66, Registered Investment..., CRPC, Compliance, Financial Planning, Financial Services, Retirement Planning, Qualified Retirement..., IRAs, Investments, Budgets, Public Speaking, Software Development, Microsoft Office, PowerPoint, Microsoft Excel
Education
Armstrong Atlantic State University 1982 — 1990
BGS, Computer Science
Amy O'Keefe's Edward Jones Experience January 2005 - November 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Edward Jones January 2005 - November 2011
COTG – A Xerox Company June 2003 - December 2004
Valley View Middle School August 2000 - December 2002
West St Paul District 197 August 1996 - June 1999
Skills
Financial Planning, Estate Planning, Retirement Planning, 401k Rollovers, Saving for Education, IRAs, Wealth Accumulation, College Savings Plans
Education
Augustana College (SD)
LPL Financial December 2011 - Present
Edward Jones January 2005 - November 2011
COTG – A Xerox Company June 2003 - December 2004
Valley View Middle School August 2000 - December 2002
West St Paul District 197 August 1996 - June 1999
Skills
Financial Planning, Estate Planning, Retirement Planning, 401k Rollovers, Saving for Education, IRAs, Wealth Accumulation, College Savings Plans
Education
Augustana College (SD)
Jack Dickes Jack Dickes's Edward Jones Experience June 2008 - April 2009
Job Assistant Vice President / Securities Processing Manager at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
Citi February 2014 - February 2015
Citi December 2012 - February 2014
Citi May 2011 - December 2012
Mechanics Savings Bank April 2009 - May 2011
Edward Jones June 2008 - April 2009
Skills
Microsoft Office, Finance, Leadership, Financial Analysis, Customer Service, Strategic Planning, Public Speaking, Management, PowerPoint, Social Media
Education
Ashland University
Finance
Citi February 2015 - Present
Citi February 2014 - February 2015
Citi December 2012 - February 2014
Citi May 2011 - December 2012
Mechanics Savings Bank April 2009 - May 2011
Edward Jones June 2008 - April 2009
Skills
Microsoft Office, Finance, Leadership, Financial Analysis, Customer Service, Strategic Planning, Public Speaking, Management, PowerPoint, Social Media
Education
Ashland University
Finance
Chad Stacy Chad Stacy's Edward Jones Experience June 2004 - November 2010
Job Financial Advisor with Rodney Rich and Company
Industry Investment Management
Experience
Rodney Rich and Company November 2010 - Present
Edward Jones June 2004 - November 2010
Skills
Retirement Planning, Investment Advisory, Securities, Retirement, Insurance, Series 7, IRAs, 401k, Small Business, Finance, Investments, Asset Allocation, Wealth Management, Estate Planning, FINRA, Portfolio Management, Series 63, Uniform Combined State..., Mutual Funds
Education
Auburn University 1999 — 2004
Business, Finance
Rodney Rich and Company November 2010 - Present
Edward Jones June 2004 - November 2010
Skills
Retirement Planning, Investment Advisory, Securities, Retirement, Insurance, Series 7, IRAs, 401k, Small Business, Finance, Investments, Asset Allocation, Wealth Management, Estate Planning, FINRA, Portfolio Management, Series 63, Uniform Combined State..., Mutual Funds
Education
Auburn University 1999 — 2004
Business, Finance
Rebecca Sterling, M.Ed. Rebecca Sterling, M.Ed.'s Edward Jones Experience July 2008 - April 2009
Job Business CoDepartment Chair Pulaski Technical College
Industry Higher Education
Experience
Pulaski Technical College July 2014 - Present
Pulaski Technical College August 2012 - Present
College of the Ouachitas January 2012 - Present
Sterling Computer Tutors September 2010 - Present
National Park Community College March 2009 - Present
Edward Jones July 2008 - April 2009
Administrative Office of the Courts, Arkansas August 2007 - March 2008
United States District Court April 1987 - July 2007
Skills
Training, Employee Training, Performance Management, Staff Development, PowerPoint, Higher Education, Adult Education, Public Speaking, Curriculum Design, Resume Writing, Finance, Microsoft Office, Management, Personnel Management, Leadership, Supervisory Skills, Microsoft Excel, Teaching
Education
University of Arkansas 2006 — 2008
Masters, Education, Vocational Education/Workforce Development/Human Resource Development
University of Arkansas 2004 — 2006
Bachelors, Education, Vocational Education/Workforce Development/Human Resource Development
National Park Community College 2002 — 2004
Associates, Accounting
Arkansas State University 1979 — 1982
Business
Pulaski Technical College July 2014 - Present
Pulaski Technical College August 2012 - Present
College of the Ouachitas January 2012 - Present
Sterling Computer Tutors September 2010 - Present
National Park Community College March 2009 - Present
Edward Jones July 2008 - April 2009
Administrative Office of the Courts, Arkansas August 2007 - March 2008
United States District Court April 1987 - July 2007
Skills
Training, Employee Training, Performance Management, Staff Development, PowerPoint, Higher Education, Adult Education, Public Speaking, Curriculum Design, Resume Writing, Finance, Microsoft Office, Management, Personnel Management, Leadership, Supervisory Skills, Microsoft Excel, Teaching
Education
University of Arkansas 2006 — 2008
Masters, Education, Vocational Education/Workforce Development/Human Resource Development
University of Arkansas 2004 — 2006
Bachelors, Education, Vocational Education/Workforce Development/Human Resource Development
National Park Community College 2002 — 2004
Associates, Accounting
Arkansas State University 1979 — 1982
Business
keith orban keith orban's Edward Jones Experience February 2014 - Present
Job Technical Architect at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Edward Jones January 2011 - February 2014
Edward Jones January 2006 - 2011
Edward Jones January 2001 - 2006
Oracle 1999 - 2001
Electronic Data Systems (HP Enterprise Services) January 1985 - 1999
Skills
Disaster Recovery, Performance Tuning, Data Warehousing, Databases, Database Administration, Replication Technologies, Storage, Oracle, Project Management, Apex Programming, Leading Diverse Teams, Application Architecture, Web Applications, Replication, Architectures, Oracle RAC, Enterprise Architecture, Unix, Database Design, SDLC, Microsoft SQL Server, Oracle E-Business Suite, Solaris
Education
Austin Community College
Minot State University
Edward Jones February 2014 - Present
Edward Jones January 2011 - February 2014
Edward Jones January 2006 - 2011
Edward Jones January 2001 - 2006
Oracle 1999 - 2001
Electronic Data Systems (HP Enterprise Services) January 1985 - 1999
Skills
Disaster Recovery, Performance Tuning, Data Warehousing, Databases, Database Administration, Replication Technologies, Storage, Oracle, Project Management, Apex Programming, Leading Diverse Teams, Application Architecture, Web Applications, Replication, Architectures, Oracle RAC, Enterprise Architecture, Unix, Database Design, SDLC, Microsoft SQL Server, Oracle E-Business Suite, Solaris
Education
Austin Community College
Minot State University
Heidi Schmidt Heidi Schmidt's Edward Jones Experience September 2001 - December 2002
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA 2004 - Present
Edward Jones September 2001 - December 2002
American Express Financial Advisors August 1999 - September 2001
Education
Austin College 1993 — 1997
Bachelor of Arts, Psychology, Business Administration
USAA 2004 - Present
Edward Jones September 2001 - December 2002
American Express Financial Advisors August 1999 - September 2001
Education
Austin College 1993 — 1997
Bachelor of Arts, Psychology, Business Administration
John Schreiner John Schreiner's Edward Jones Experience December 2009 - April 2011
Job Tax Advisor at H & R Block
Industry Computer Software
Experience
H & R Block December 2004 - April 2012
Edward Jones December 2009 - April 2011
NISC October 2006 - April 2008
Skills
Access, Payroll, Software Documentation, Accounts Receivable, Database Administration, Business Analysis, Employee Benefits, Databases, Training, XP, Customer Service, Consulting, Troubleshooting, Analysis
Education
Southern Illinois University, Edwardsville 1980 — 1984
MBA, Business Administration and Management, General
Aurora University 1970 — 1972
BA, Social Sciences
H & R Block December 2004 - April 2012
Edward Jones December 2009 - April 2011
NISC October 2006 - April 2008
Skills
Access, Payroll, Software Documentation, Accounts Receivable, Database Administration, Business Analysis, Employee Benefits, Databases, Training, XP, Customer Service, Consulting, Troubleshooting, Analysis
Education
Southern Illinois University, Edwardsville 1980 — 1984
MBA, Business Administration and Management, General
Aurora University 1970 — 1972
BA, Social Sciences
Timothy Vap Timothy Vap's Edward Jones Experience October 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Marine Forces Reserve October 2013 - October 2014
Skills
Military, Program Management, Military Operations, Leadership Development, Training, Team Building, Government, Change Management, Leadership, Team Leadership, Process Improvement, Strategic Planning, Risk Management, Management, Security Clearance, Proposal Writing, counseling, Career Counseling, Advising People, Mentoring, Peer Mentoring, Team Mentoring, Organizational..., Collaborative Leadership, Collaborative Problem..., Listening to customers, Personnel Management, Personal Development, Compliance, Customer Service, Customer Satisfaction, DoD, Investment Advisory
Education
Ashford University 2011 — 2012
Bachelor of Arts (BA), Organizational Management
University of Nebraska-Lincoln 1982 — 1986
University of Nebraska-Lincoln 1982 — 1985
Edward Jones October 2014 - Present
Marine Forces Reserve October 2013 - October 2014
Skills
Military, Program Management, Military Operations, Leadership Development, Training, Team Building, Government, Change Management, Leadership, Team Leadership, Process Improvement, Strategic Planning, Risk Management, Management, Security Clearance, Proposal Writing, counseling, Career Counseling, Advising People, Mentoring, Peer Mentoring, Team Mentoring, Organizational..., Collaborative Leadership, Collaborative Problem..., Listening to customers, Personnel Management, Personal Development, Compliance, Customer Service, Customer Satisfaction, DoD, Investment Advisory
Education
Ashford University 2011 — 2012
Bachelor of Arts (BA), Organizational Management
University of Nebraska-Lincoln 1982 — 1986
University of Nebraska-Lincoln 1982 — 1985
Chris Moné's Edward Jones Experience 2001 - 2005
Job Business Development Manager at General Motors
Industry Automotive
Experience
General Motors 2015 - Present
Fabrication Group LLC 2014 - February 2015
FuturesAction.com 2005 - 2014
Edward Jones 2001 - 2005
Skills
Sales Management, Sales Operations, Sales, Sales Process, Salesforce.com, Sales Presentations, Microsoft Office, Leadership, Customer Service, Teamwork, Team Building, Strategic Planning, Marketing Strategy, Business Strategy, Account Management, Marketing, Customer Satisfaction, Customer Retention, Customer Acquisition, Customer Engagement, New Business Development, New Business..., Negotiation, Finance, Financial Analysis
Education
Ashland University 1997 — 2001
Bachelor of Science (B.S.), Finance & Business Management
General Motors 2015 - Present
Fabrication Group LLC 2014 - February 2015
FuturesAction.com 2005 - 2014
Edward Jones 2001 - 2005
Skills
Sales Management, Sales Operations, Sales, Sales Process, Salesforce.com, Sales Presentations, Microsoft Office, Leadership, Customer Service, Teamwork, Team Building, Strategic Planning, Marketing Strategy, Business Strategy, Account Management, Marketing, Customer Satisfaction, Customer Retention, Customer Acquisition, Customer Engagement, New Business Development, New Business..., Negotiation, Finance, Financial Analysis
Education
Ashland University 1997 — 2001
Bachelor of Science (B.S.), Finance & Business Management
Amanda DeBoer's Edward Jones Experience September 2002 - Present
Job Market Research at Edward Jones
Industry Market Research
Experience
Edward Jones September 2002 - Present
Education
Grand Valley State University 2003 — 2005
MBA, Economics
Auburn University 1998 — 2002
Edward Jones September 2002 - Present
Education
Grand Valley State University 2003 — 2005
MBA, Economics
Auburn University 1998 — 2002
LuTonda Baumgardner's Edward Jones Experience June 2014 - Present
Job Human Resources Manager at Edward Jones
Industry Human Resources
Experience
Edward Jones June 2014 - Present
Gap Inc./Old Navy October 2012 - October 2013
EXPRESS 2006 - 2012
EXPRESS 2006 - 2012
National Black MBA Association 2002 - 2010
NetJets 2004 - 2006
Nationwide Insurance 1997 - 2004
Skills
Employee Relations, Onboarding, Succession Planning, Leadership Development, Performance Management, Talent Acquisition, Talent Management, Recruiting, College Recruiting, Applicant Tracking..., Coaching, PeopleSoft, Human Resources, Organizational..., HRIS, Employee Benefits, Conflict Resolution, HR Policies, Team Building, FMLA
Education
Ashland University
Master, Business Administration
The Ohio State University
Bachelor's degree
Edward Jones June 2014 - Present
Gap Inc./Old Navy October 2012 - October 2013
EXPRESS 2006 - 2012
EXPRESS 2006 - 2012
National Black MBA Association 2002 - 2010
NetJets 2004 - 2006
Nationwide Insurance 1997 - 2004
Skills
Employee Relations, Onboarding, Succession Planning, Leadership Development, Performance Management, Talent Acquisition, Talent Management, Recruiting, College Recruiting, Applicant Tracking..., Coaching, PeopleSoft, Human Resources, Organizational..., HRIS, Employee Benefits, Conflict Resolution, HR Policies, Team Building, FMLA
Education
Ashland University
Master, Business Administration
The Ohio State University
Bachelor's degree
Andy Minehart's Edward Jones Experience December 1998 - Present
Job Financial Advisor, CFP, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1998 - Present
Skills
Risk Management, 401k Rollovers, College Savings Plans, Strategic Planning, 529 Plans, IRAs, Series 7
Education
Ashford University
Bachelor of Arts (BA), Organizational Management
Edward Jones December 1998 - Present
Skills
Risk Management, 401k Rollovers, College Savings Plans, Strategic Planning, 529 Plans, IRAs, Series 7
Education
Ashford University
Bachelor of Arts (BA), Organizational Management
David McNeely's Edward Jones Experience June 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2002 - Present
Banc of America Investments August 1998 - June 2002
Titan Value Equities December 1993 - August 1998
Education
Auburn University
Edward Jones June 2002 - Present
Banc of America Investments August 1998 - June 2002
Titan Value Equities December 1993 - August 1998
Education
Auburn University
Jeffrey Bloeser's Edward Jones Experience January 2008 - December 2012
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Edward Jones January 2008 - December 2012
Best Buy April 2007 - January 2008
Walgreens December 1990 - March 2007
Education
Augustana College 1986 — 1990
Fidelity Investments January 2013 - Present
Edward Jones January 2008 - December 2012
Best Buy April 2007 - January 2008
Walgreens December 1990 - March 2007
Education
Augustana College 1986 — 1990
Bernadette Stone's Edward Jones Experience November 2008 - March 2011
Job at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2011 - Present
Edward Jones November 2008 - March 2011
Frameworks Community Development Company July 2007 - June 2008
Wachovia July 2006 - October 2007
Standard Pacific Homes May 2004 - July 2006
David Weekley Homes February 2000 - June 2003
Liberty Bank 1997 - 2000
Liberty National Bank 1997 - 2000
Bank of the HIlls 1984 - 1991
Skills
Credit, Mortgage Banking, Real Estate, Loans, Loan Origination, Mortgage Lending, Relationship Management, Insurance, Investments, Leadership, Customer Service, Refinance
Education
Austin Community College
BBVA Compass March 2011 - Present
Edward Jones November 2008 - March 2011
Frameworks Community Development Company July 2007 - June 2008
Wachovia July 2006 - October 2007
Standard Pacific Homes May 2004 - July 2006
David Weekley Homes February 2000 - June 2003
Liberty Bank 1997 - 2000
Liberty National Bank 1997 - 2000
Bank of the HIlls 1984 - 1991
Skills
Credit, Mortgage Banking, Real Estate, Loans, Loan Origination, Mortgage Lending, Relationship Management, Insurance, Investments, Leadership, Customer Service, Refinance
Education
Austin Community College
Valerie Guiaco Esguerra's Edward Jones Experience ManagerVastera
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones ManagerVastera
Deloitte Consulting April 1994 - November 1999
PACT (James Martin) 1988 - 1993
Education
Asian Institute of Management 1992 — 1993
MBA
De La Salle University 1980 — 1984
Engineering, Industrial Management Engineering
Edward Jones ManagerVastera
Deloitte Consulting April 1994 - November 1999
PACT (James Martin) 1988 - 1993
Education
Asian Institute of Management 1992 — 1993
MBA
De La Salle University 1980 — 1984
Engineering, Industrial Management Engineering
Ellen Crewse's Edward Jones Experience October 2013 - Present
Job BOA at Edward Jones
Industry Program Development
Experience
Edward Jones October 2013 - Present
KnowledgeAdvisors June 2006 - September 2009
ConferencePlus December 1993 - June 2006
Skills
Product Development, Management, Strategic Planning, SaaS, Requirements Gathering, Project Management, Agile Project Management, Training Delivery, Software Project..., Cross-functional Team..., Process Improvement, Strategy, Team Leadership, CRM, Strategic Partnerships, Product Management, Change Management
Education
Art Institute of Houston 2010 — 2011
Associates, Culinary Arts
Edward Jones October 2013 - Present
KnowledgeAdvisors June 2006 - September 2009
ConferencePlus December 1993 - June 2006
Skills
Product Development, Management, Strategic Planning, SaaS, Requirements Gathering, Project Management, Agile Project Management, Training Delivery, Software Project..., Cross-functional Team..., Process Improvement, Strategy, Team Leadership, CRM, Strategic Partnerships, Product Management, Change Management
Education
Art Institute of Houston 2010 — 2011
Associates, Culinary Arts
Dustin Daniels's Edward Jones Experience May 2003 - August 2004
Job Alternative Investments
Industry Financial Services
Experience
Citi January 2005 - Present
Edward Jones May 2003 - August 2004
Education
Ashland University 2001 — 2003
B.A., Finance
Citi January 2005 - Present
Edward Jones May 2003 - August 2004
Education
Ashland University 2001 — 2003
B.A., Finance
Anne Crabb's Edward Jones Experience August 2013 - Present
Job On Call Branch Office Administrator
Industry Building Materials
Experience
Edward Jones August 2013 - Present
International Paper (formerly Temple-Inland) October 2005 - March 2013
Charles Schwab (formerly The 401(k) Company) October 2004 - October 2005
Charles Schwab (formerly the 401(k) Company) March 2001 - October 2004
Charles Schwab (formerly the 401(k) Company) October 1999 - March 2001
Neal D. Jonson M.D., P.A. January 1997 - October 1999
Skills
Process Improvement, Auditing, ERISA, JD Edwards, Microsoft Office, 401k, Pensions, Relius, Vendor Management, Retirement
Education
Austin Community College 1991 — 1994
Edward Jones August 2013 - Present
International Paper (formerly Temple-Inland) October 2005 - March 2013
Charles Schwab (formerly The 401(k) Company) October 2004 - October 2005
Charles Schwab (formerly the 401(k) Company) March 2001 - October 2004
Charles Schwab (formerly the 401(k) Company) October 1999 - March 2001
Neal D. Jonson M.D., P.A. January 1997 - October 1999
Skills
Process Improvement, Auditing, ERISA, JD Edwards, Microsoft Office, 401k, Pensions, Relius, Vendor Management, Retirement
Education
Austin Community College 1991 — 1994
Cathy Aull's Edward Jones Experience May 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Tennessee Board of Regents June 2010 - February 2013
Purdue University May 2007 - May 2010
Wallace Community College November 2005 - May 2007
Auburn University 2002 - 2005
Georgia Southern University 1998 - 2001
Education
Auburn University 2003 — 2014
Doctor of Philosophy (Ph.D.), Adult and Continuing Education and Teaching
Millersville University of Pennsylvania 1992 — 1998
M. Ed., Technology Education
Purdue University 1987 — 1991
B.S., Aviation Technology
Edward Jones May 2013 - Present
Tennessee Board of Regents June 2010 - February 2013
Purdue University May 2007 - May 2010
Wallace Community College November 2005 - May 2007
Auburn University 2002 - 2005
Georgia Southern University 1998 - 2001
Education
Auburn University 2003 — 2014
Doctor of Philosophy (Ph.D.), Adult and Continuing Education and Teaching
Millersville University of Pennsylvania 1992 — 1998
M. Ed., Technology Education
Purdue University 1987 — 1991
B.S., Aviation Technology
Scott Ray's Edward Jones Experience 2008 - January 2011
Job Home Renovations & Repairs / Football Official
Industry Construction
Experience
Scott Ray Renovations September 2011 - Present
Edward Jones 2008 - January 2011
Skills
Carpentry, Electrical, Flooring, ReGrouting, Tiling, Room Additions, Decks, Screen Porches, Electricians, Porches
Education
Art Institute of Pittsburgh 1984 — 1987
Scott Ray Renovations September 2011 - Present
Edward Jones 2008 - January 2011
Skills
Carpentry, Electrical, Flooring, ReGrouting, Tiling, Room Additions, Decks, Screen Porches, Electricians, Porches
Education
Art Institute of Pittsburgh 1984 — 1987
John Penman's Edward Jones Experience May 2007 - December 2010
Job Student at Lander University
Industry Accounting
Experience
Lander University August 2014 - Present
Second degree accounting student at Lander University August 2013 - Present
Penman and Filpus Services, LLC June 2012 - Present
Lutheran Services Carolinas December 2012 - July 2014
C & C Limousine Service 2010 - 2011
Edward Jones May 2007 - December 2010
Sam's Club July 2006 - March 2007
US Army August 1985 - April 2006
Skills
Leadership Development, Training, Security Clearance, Command, Project Planning, Coaching, Army, Strategic Planning, Logistics, Military, Program Management, Government, Microsoft Excel, Team Building, Customer Service, DoD, Microsoft Office, Leadership, Security, Analysis, Policy, Risk Management, Team Leadership
Education
Brenau University 2012 — 2014
Accounting
Augusta Technical College 2010 — 2012
Associate's degree, Accounting
California Lutheran University 1981 — 1985
Bachelor of Science, Criminal Justice
Woodrow Wilson High School 1978 — 1981
Diploma, Genera.
Lander University
Lander University August 2014 - Present
Second degree accounting student at Lander University August 2013 - Present
Penman and Filpus Services, LLC June 2012 - Present
Lutheran Services Carolinas December 2012 - July 2014
C & C Limousine Service 2010 - 2011
Edward Jones May 2007 - December 2010
Sam's Club July 2006 - March 2007
US Army August 1985 - April 2006
Skills
Leadership Development, Training, Security Clearance, Command, Project Planning, Coaching, Army, Strategic Planning, Logistics, Military, Program Management, Government, Microsoft Excel, Team Building, Customer Service, DoD, Microsoft Office, Leadership, Security, Analysis, Policy, Risk Management, Team Leadership
Education
Brenau University 2012 — 2014
Accounting
Augusta Technical College 2010 — 2012
Associate's degree, Accounting
California Lutheran University 1981 — 1985
Bachelor of Science, Criminal Justice
Woodrow Wilson High School 1978 — 1981
Diploma, Genera.
Lander University
Janna (Harris) Henney's Edward Jones Experience September 2007 - Present
Job Sr. BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
Skills
Customer Service, Finance, Relationship Management, Customer Analysis, Sales, Record Keeping
Education
Indiana University—Purdue University Fort Wayne 2012 — 2015
Master of Business Administration (MBA), 4.00
Auburn University 2002 — 2006
Bachelor of Arts (B.A.), International Business - Spanish
Edward Jones September 2007 - Present
Skills
Customer Service, Finance, Relationship Management, Customer Analysis, Sales, Record Keeping
Education
Indiana University—Purdue University Fort Wayne 2012 — 2015
Master of Business Administration (MBA), 4.00
Auburn University 2002 — 2006
Bachelor of Arts (B.A.), International Business - Spanish
Brandon Stepp, MBA's Edward Jones Experience July 2006 - February 2007
Job Operations Strategy Consultant at Allstate
Industry Insurance
Experience
Allstate January 2014 - Present
Allstate September 2012 - January 2014
OmniAmerican Bank June 2010 - September 2012
BBVA Compass June 2009 - June 2010
JPMorgan Chase March 2007 - June 2009
Edward Jones July 2006 - February 2007
Fort Worth Police Department Crime Lab July 2005 - July 2006
Texas Department of Public Safety March 2004 - July 2005
Skills
Excel, Access, Minitab, PowerPoint, SQL, Modeling, Financial Analysis, Financial Planning, Financial Modeling, Simulation, Monte Carlo Simulation, Arena, Industrial Engineering, Linear Programming, Optimization, Market Research, Banking, Consumer Lending, Analysis, Strategic Financial..., Sales, Investments, Microsoft Excel
Education
Auburn University 2009 — 2012
Master's, Business and Industrial/Systems Engineering
Lubbock Christian University 1999 — 2003
Bachelor's of Science, Chemistry
Allstate January 2014 - Present
Allstate September 2012 - January 2014
OmniAmerican Bank June 2010 - September 2012
BBVA Compass June 2009 - June 2010
JPMorgan Chase March 2007 - June 2009
Edward Jones July 2006 - February 2007
Fort Worth Police Department Crime Lab July 2005 - July 2006
Texas Department of Public Safety March 2004 - July 2005
Skills
Excel, Access, Minitab, PowerPoint, SQL, Modeling, Financial Analysis, Financial Planning, Financial Modeling, Simulation, Monte Carlo Simulation, Arena, Industrial Engineering, Linear Programming, Optimization, Market Research, Banking, Consumer Lending, Analysis, Strategic Financial..., Sales, Investments, Microsoft Excel
Education
Auburn University 2009 — 2012
Master's, Business and Industrial/Systems Engineering
Lubbock Christian University 1999 — 2003
Bachelor's of Science, Chemistry
Donna Beszhak's Edward Jones Experience February 2012 - Present
Job Branch Office Administrator Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
California Emergency Management Agency February 2006 - October 2010
Sutter Health August 1989 - March 2003
Skills
Insurance, General Ledger, Disaster Recovery, Grants, Administrative..., Office Management, Outlook, Office Administration, Spreadsheets, Customer Service, Administration, Risk Management, Access, Finance, Administrative..., Software Documentation, Coaching, Public Speaking, Leadership, Leadership Development, Sales, Team Building
Education
Ashford University 2011 — 2013
B.A., Business Administration/Finance, 3.5
Cosumnes River College
Associate of Arts (AA), Business Administration and Management, General
Edward Jones February 2012 - Present
California Emergency Management Agency February 2006 - October 2010
Sutter Health August 1989 - March 2003
Skills
Insurance, General Ledger, Disaster Recovery, Grants, Administrative..., Office Management, Outlook, Office Administration, Spreadsheets, Customer Service, Administration, Risk Management, Access, Finance, Administrative..., Software Documentation, Coaching, Public Speaking, Leadership, Leadership Development, Sales, Team Building
Education
Ashford University 2011 — 2013
B.A., Business Administration/Finance, 3.5
Cosumnes River College
Associate of Arts (AA), Business Administration and Management, General
Brad McBride's Edward Jones Experience June 2010 - July 2011
Job AVP; Portfolio Management Officer II Middle Market at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Bank of America Merrill Lynch July 2011 - August 2013
Edward Jones June 2010 - July 2011
Skills
Sales, Mutual Funds, Financial Analysis, Leadership, Investments, Management, Analysis, Portfolio Management, Finance, Project Planning, Banking, Equities, Time Management, Investment Strategies, Credit
Education
Arkansas Tech University 2006 — 2010
BSBA, Economics and Finance, 3.92
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Bank of America Merrill Lynch July 2011 - August 2013
Edward Jones June 2010 - July 2011
Skills
Sales, Mutual Funds, Financial Analysis, Leadership, Investments, Management, Analysis, Portfolio Management, Finance, Project Planning, Banking, Equities, Time Management, Investment Strategies, Credit
Education
Arkansas Tech University 2006 — 2010
BSBA, Economics and Finance, 3.92
Amanda Beugly's Edward Jones Experience June 2006 - September 2006
Job Data Management Team Leader at MED Institute
Industry Medical Devices
Experience
Cook Research Incorporated June 2013 - Present
MED Institute February 2012 - May 2013
MED Institute September 2009 - February 2012
First Merchants Corporation October 2006 - September 2009
Edward Jones June 2006 - September 2006
Petco February 2002 - September 2004
Skills
Leadership
Education
Ashland University 2004 — 2007
BS, Mathematics
The Ohio State University 2002 — 2004
Mathematics
Cook Research Incorporated June 2013 - Present
MED Institute February 2012 - May 2013
MED Institute September 2009 - February 2012
First Merchants Corporation October 2006 - September 2009
Edward Jones June 2006 - September 2006
Petco February 2002 - September 2004
Skills
Leadership
Education
Ashland University 2004 — 2007
BS, Mathematics
The Ohio State University 2002 — 2004
Mathematics
Geoff Stough's Edward Jones Experience January 2010 - September 2010
Job Principal at Stough Enterprises, LLC
Industry Management Consulting
Experience
Owner of Lee & Lan Florist April 2011 - Present
BB&T October 2010 - April 2011
Edward Jones January 2010 - September 2010
Colonial Bank October 2007 - December 2009
Colonial Bank 2005 - 2006
SouthTrust Bank 1999 - 2004
Regions Mortgage 1998 - 1998
Colonial Mortgage Company 1993 - 1998
Education
Samford University 1989 — 2003
BA, Politicial Science, History
Auburn University at Montgomery 2009 — 2013
MLA, History
Owner of Lee & Lan Florist April 2011 - Present
BB&T October 2010 - April 2011
Edward Jones January 2010 - September 2010
Colonial Bank October 2007 - December 2009
Colonial Bank 2005 - 2006
SouthTrust Bank 1999 - 2004
Regions Mortgage 1998 - 1998
Colonial Mortgage Company 1993 - 1998
Education
Samford University 1989 — 2003
BA, Politicial Science, History
Auburn University at Montgomery 2009 — 2013
MLA, History
Robin LaRue-Beasley's Edward Jones Experience February 2007 - February 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial 2012 - Present
Edward Jones February 2007 - February 2012
FedEx Express 1984 - 1999
Skills
Strategic Financial..., Insurance, Financial Analysis, Strategic Planning, Customer Service, Series 66, Budgets, Series 7, Leadership, Microsoft Excel, Process Improvement, Financial Reporting, PowerPoint, Retirement Planning, Public Speaking, Sales Management, Consulting, Team Building, Small Business, Logistics Management, Document Management, Business Networking, Network Security, Accounting, Financial Advisory, Financial Statements, Management, Microsoft Office, Outlook, Sales, Wealth Management, Finance, Investments, Portfolio Management, Nonprofits, Team Leadership, Life Insurance, Negotiation
Education
Ashland University 1985 — 1990
Computer Science
LPL Financial 2012 - Present
Edward Jones February 2007 - February 2012
FedEx Express 1984 - 1999
Skills
Strategic Financial..., Insurance, Financial Analysis, Strategic Planning, Customer Service, Series 66, Budgets, Series 7, Leadership, Microsoft Excel, Process Improvement, Financial Reporting, PowerPoint, Retirement Planning, Public Speaking, Sales Management, Consulting, Team Building, Small Business, Logistics Management, Document Management, Business Networking, Network Security, Accounting, Financial Advisory, Financial Statements, Management, Microsoft Office, Outlook, Sales, Wealth Management, Finance, Investments, Portfolio Management, Nonprofits, Team Leadership, Life Insurance, Negotiation
Education
Ashland University 1985 — 1990
Computer Science
Carol Hard's Edward Jones Experience July 1984 - April 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
Carol Hard Consulting October 1999 - Present
Security Life of Denver/ING July 1996 - October 1999
Bartlett & Co. September 1993 - March 1996
The AAL Mutual Fund Companies April 1990 - September 1993
Edward Jones July 1984 - April 1990
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Pensions, Corporate Finance
Education
Augsburg College
Bachelor of Arts (BA), Communications and Political Science
Carol Hard Consulting October 1999 - Present
Security Life of Denver/ING July 1996 - October 1999
Bartlett & Co. September 1993 - March 1996
The AAL Mutual Fund Companies April 1990 - September 1993
Edward Jones July 1984 - April 1990
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Pensions, Corporate Finance
Education
Augsburg College
Bachelor of Arts (BA), Communications and Political Science
Joy Maloles Keehn's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Education
Asian Institute of Management
MBM
St Scholastica's College, Manila
AB-BSC, Psychology, Guidance Counseling, Marketing Managment
St. Theresa's College
Edward Jones August 2008 - Present
Education
Asian Institute of Management
MBM
St Scholastica's College, Manila
AB-BSC, Psychology, Guidance Counseling, Marketing Managment
St. Theresa's College
Jeremy Spence's Edward Jones Experience January 2014 - April 2014
Job Teacher/coach
Industry Education Management
Experience
Dallas ISD August 2014 - Present
Texas Insurance Place September 2013 - July 2014
Edward Jones January 2014 - April 2014
Capital One Bank 2006 - September 2013
Texas Capital Bank June 2003 - February 2006
Wells Fargo January 2001 - June 2003
Skills
Credit, Loans, Consumer Lending, Small Business Lending, Banking, Mortgage Lending, Retail Banking, Lines Of Credit, Business Strategy, Marketing Strategy, Strategic Planning, Customer Experience, Customer Retention, Customer Engagement, Long-term Customer..., Commercial Banking, Credit Analysis, Commercial Lending, CRM, Leadership, Business Development, Property & Casualty..., Insurance, Health Insurance, General Insurance, Commercial Insurance
Education
Ashford University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Dallas ISD August 2014 - Present
Texas Insurance Place September 2013 - July 2014
Edward Jones January 2014 - April 2014
Capital One Bank 2006 - September 2013
Texas Capital Bank June 2003 - February 2006
Wells Fargo January 2001 - June 2003
Skills
Credit, Loans, Consumer Lending, Small Business Lending, Banking, Mortgage Lending, Retail Banking, Lines Of Credit, Business Strategy, Marketing Strategy, Strategic Planning, Customer Experience, Customer Retention, Customer Engagement, Long-term Customer..., Commercial Banking, Credit Analysis, Commercial Lending, CRM, Leadership, Business Development, Property & Casualty..., Insurance, Health Insurance, General Insurance, Commercial Insurance
Education
Ashford University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Rudi Fillingim's Edward Jones Experience 2001 - 2003
Job Safety Services Manager
Industry Civil Engineering
Experience
SMART Safety Gulf Coast September 2015 - Present
Safety and Loss Control - Independent Contractor December 2013 - September 2015
Rollins, Inc. April 2011 - November 2013
Chester Engineers, Inc January 2008 - July 2010
Independent Financial Advisor - Money Concepts 2003 - 2007
Edward Jones 2001 - 2003
Georgia-Pacific LLC 1998 - 2001
Georgia-Pacific LLC 1990 - 1998
Georgia-Pacific LLC 1987 - 1990
Lockheed Martin Aeronautics 1985 - 1987
Skills
Employee Engagement, Compliance, Insurance, Safety Management, Manufacturing, Industrial Hygiene, Auditing, Budgeting, Construction, Budgets, Training, Safety Management..., Construction Safety, Inspection, Management, Hazardous Waste..., Leadership, Process Safety, Hazardous Materials, Program Management
Education
Auburn University 1978 — 1980
B.S., Environmental Health Sciences
Pensacola Junior College 1976 — 1978
SMART Safety Gulf Coast September 2015 - Present
Safety and Loss Control - Independent Contractor December 2013 - September 2015
Rollins, Inc. April 2011 - November 2013
Chester Engineers, Inc January 2008 - July 2010
Independent Financial Advisor - Money Concepts 2003 - 2007
Edward Jones 2001 - 2003
Georgia-Pacific LLC 1998 - 2001
Georgia-Pacific LLC 1990 - 1998
Georgia-Pacific LLC 1987 - 1990
Lockheed Martin Aeronautics 1985 - 1987
Skills
Employee Engagement, Compliance, Insurance, Safety Management, Manufacturing, Industrial Hygiene, Auditing, Budgeting, Construction, Budgets, Training, Safety Management..., Construction Safety, Inspection, Management, Hazardous Waste..., Leadership, Process Safety, Hazardous Materials, Program Management
Education
Auburn University 1978 — 1980
B.S., Environmental Health Sciences
Pensacola Junior College 1976 — 1978
judy jefferson's Edward Jones Experience October 1997 - Present
Job OnCall BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1997 - Present
Education
Austin Community College 1984 — 1986
The High School of Commerce 1958 — 1962
Edward Jones October 1997 - Present
Education
Austin Community College 1984 — 1986
The High School of Commerce 1958 — 1962
Jay Greene's Edward Jones Experience July 2011 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones July 2011 - Present
Education
Auburn University 1995 — 2001
Bachelor's degree, Management Information Systems and Services
Edward Jones July 2011 - Present
Education
Auburn University 1995 — 2001
Bachelor's degree, Management Information Systems and Services
Brooke Hooker's Edward Jones Experience March 2007 - May 2008
Job Graduate Student at Armstrong Atlantic State University
Industry Education Management
Experience
Armstrong Atlantic State University May 2011 - Present
Savannah Country Day School August 2011 - May 2012
Edward Jones March 2007 - May 2008
Southwire Company June 1995 - March 2007
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Classroom, Teaching, Educational Technology, Tutoring, Teacher Training, Lesson Planning
Education
Armstrong Atlantic State University
Bachelor of Information Technology, Information Technology
Armstrong Atlantic State University May 2011 - Present
Savannah Country Day School August 2011 - May 2012
Edward Jones March 2007 - May 2008
Southwire Company June 1995 - March 2007
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Classroom, Teaching, Educational Technology, Tutoring, Teacher Training, Lesson Planning
Education
Armstrong Atlantic State University
Bachelor of Information Technology, Information Technology
Timothy Channel's Edward Jones Experience November 2009 - October 2013
Job Financial Advisor at Ameriprise Financial Services, Inc., AAMS
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Edward Jones November 2009 - October 2013
Ashland City Schools June 2003 - May 2009
Olmsted Falls City Schools June 2000 - May 2003
Wellington Exempted Village Schools June 1991 - June 2000
Education
Ashland University 1997 — 1999
Masters, Administration
Baldwin-Wallace College 1986 — 1990
BS, Business Administration
Ameriprise Financial Services, Inc. November 2013 - Present
Edward Jones November 2009 - October 2013
Ashland City Schools June 2003 - May 2009
Olmsted Falls City Schools June 2000 - May 2003
Wellington Exempted Village Schools June 1991 - June 2000
Education
Ashland University 1997 — 1999
Masters, Administration
Baldwin-Wallace College 1986 — 1990
BS, Business Administration
Sarah Flannery's Edward Jones Experience 2006 - 2008
Job Director of Children's Ministries
Industry Religious Institutions
Experience
Christ Church United Methodist in Louisville KY February 2010 - Present
University of Kentucky 2008 - 2010
Edward Jones 2006 - 2008
Skills
Nonprofits, Public Speaking, Teaching, Event Planning, Student Ministry, Discipleship, Microsoft Office, Religion, Team Building, Editing, Church Growth, Coaching, Microsoft Word, Microsoft Excel, Leadership Development, Fundraising, Community Outreach, Volunteer Management
Education
University of Kentucky 2007 — 2011
Master's degree, Family Studies
Asbury College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Christ Church United Methodist in Louisville KY February 2010 - Present
University of Kentucky 2008 - 2010
Edward Jones 2006 - 2008
Skills
Nonprofits, Public Speaking, Teaching, Event Planning, Student Ministry, Discipleship, Microsoft Office, Religion, Team Building, Editing, Church Growth, Coaching, Microsoft Word, Microsoft Excel, Leadership Development, Fundraising, Community Outreach, Volunteer Management
Education
University of Kentucky 2007 — 2011
Master's degree, Family Studies
Asbury College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Ebony Drake's Edward Jones Experience January 2010 - August 2010
Job Coordinator at REDFIN
Industry Real Estate
Experience
REDFIN January 2014 - Present
SecTek, Inc May 2011 - January 2014
Kenney Staffing December 2010 - May 2011
Edward Jones January 2010 - August 2010
United States Air Force October 2001 - October 2007
Skills
ADP Payroll, 401k, Deferred Compensation, ADP ReportSmith, Garnishments, Multi-State Sales Tax, Investments, Open Enrollment, Retirement Planning, Series 7, Retirement, Strategic Financial...
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Ashford University
Bachelors of Arts, Business/Finance
REDFIN January 2014 - Present
SecTek, Inc May 2011 - January 2014
Kenney Staffing December 2010 - May 2011
Edward Jones January 2010 - August 2010
United States Air Force October 2001 - October 2007
Skills
ADP Payroll, 401k, Deferred Compensation, ADP ReportSmith, Garnishments, Multi-State Sales Tax, Investments, Open Enrollment, Retirement Planning, Series 7, Retirement, Strategic Financial...
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Ashford University
Bachelors of Arts, Business/Finance
Pam Nivens's Edward Jones Experience December 2007 - September 2009
Job Financial Services Professional
Industry Financial Services
Experience
Real Estate Mortgage Network February 2013 - Present
Credit Technologies, Inc. March 2012 - February 2013
Edward Jones December 2007 - September 2009
JPMorgan Chase April 1999 - July 2004
Skills
Financial Advisory, Stock Management, Bonds, Mutual Funds, Life Insurance, Mortgage Banking, Series 7
Education
Auburn University 1975 — 1977
Woodward Academy 1969 — 1975
Real Estate Mortgage Network February 2013 - Present
Credit Technologies, Inc. March 2012 - February 2013
Edward Jones December 2007 - September 2009
JPMorgan Chase April 1999 - July 2004
Skills
Financial Advisory, Stock Management, Bonds, Mutual Funds, Life Insurance, Mortgage Banking, Series 7
Education
Auburn University 1975 — 1977
Woodward Academy 1969 — 1975
Karin Edenfield's Edward Jones Experience 2010 - 2011
Job Credit Analyst II at Ameris Bank
Industry Financial Services
Experience
Ameris Bank 2013 - Present
TMX Finance 2012 - 2013
TMX Finance 2011 - 2012
Edward Jones 2010 - 2011
Center for Economic Regional Analysis 2009 - 2010
H&R Block 2005 - 2010
Skills
IRS Enrolled Agent, Online Marketing..., Marketing Analytics, Research, Microsoft Word, PowerPoint, Microsoft Office, Matlab, Business Analysis, Financial Analysis, Product Cost Analysis, Operations Management, Tax Advisory, Business Tax Planning, Personal Tax Planning, Budget Models, Budget Forecasts, Microsoft Excel, Series 7, Series 65, Sales
Education
Armstrong Atlantic State University
Bachelor's degree, Finance Economics
Auburn University
Master's degree, Applied Economics
Ameris Bank 2013 - Present
TMX Finance 2012 - 2013
TMX Finance 2011 - 2012
Edward Jones 2010 - 2011
Center for Economic Regional Analysis 2009 - 2010
H&R Block 2005 - 2010
Skills
IRS Enrolled Agent, Online Marketing..., Marketing Analytics, Research, Microsoft Word, PowerPoint, Microsoft Office, Matlab, Business Analysis, Financial Analysis, Product Cost Analysis, Operations Management, Tax Advisory, Business Tax Planning, Personal Tax Planning, Budget Models, Budget Forecasts, Microsoft Excel, Series 7, Series 65, Sales
Education
Armstrong Atlantic State University
Bachelor's degree, Finance Economics
Auburn University
Master's degree, Applied Economics
John R Abraham's Edward Jones Experience January 2010 - March 2010
Job Senior Underwriter
Industry Financial Services
Experience
. June 2014 - Present
On Deck Capital, Inc. August 2011 - Present
Empire Financial Services Inc March 2010 - July 2011
Edward Jones January 2010 - March 2010
ANZ National Bank January 2008 - June 2009
Geneva Finance August 2004 - December 2007
Pacific Retail Finance February 2003 - July 2004
Skills
Banking, International..., Sales, Quality Assurance, Credit Risk, Finance, New Business Development, Underwriting, Credit Analysis, Fraud, Commercial Lending, Small Business Lending, Leadership, Management, Customer Service, Owner-managed businesses, Human Resources, Networking, Consulting, Residential Mortgages, Account Management, Project Management, Public Speaking, Training, Coaching, Microbiology, Food Technology, Social Media, Microsoft Office, Microsoft Excel, Adobe, Salesforce.com, PowerPoint, Web Applications, Lotus Notes, Power Director, Risk Management, Credit Cards
Education
Auckland University of Technology
Bachelor of Business Administration (BBA), Management / Marketing
Auckland University of Technology 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Microbiology / Food Technology
Auckland University of Technology
Master of Business Administration (MBA), Finance and Financial Management Services
. June 2014 - Present
On Deck Capital, Inc. August 2011 - Present
Empire Financial Services Inc March 2010 - July 2011
Edward Jones January 2010 - March 2010
ANZ National Bank January 2008 - June 2009
Geneva Finance August 2004 - December 2007
Pacific Retail Finance February 2003 - July 2004
Skills
Banking, International..., Sales, Quality Assurance, Credit Risk, Finance, New Business Development, Underwriting, Credit Analysis, Fraud, Commercial Lending, Small Business Lending, Leadership, Management, Customer Service, Owner-managed businesses, Human Resources, Networking, Consulting, Residential Mortgages, Account Management, Project Management, Public Speaking, Training, Coaching, Microbiology, Food Technology, Social Media, Microsoft Office, Microsoft Excel, Adobe, Salesforce.com, PowerPoint, Web Applications, Lotus Notes, Power Director, Risk Management, Credit Cards
Education
Auckland University of Technology
Bachelor of Business Administration (BBA), Management / Marketing
Auckland University of Technology 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Microbiology / Food Technology
Auckland University of Technology
Master of Business Administration (MBA), Finance and Financial Management Services
Ryan J Buck's Edward Jones Experience June 2011 - December 2011
Job Business Banking Officer/Commercial Lender at US Bank
Industry Banking
Experience
U.S. Bank April 2015 - Present
PNC December 2011 - April 2015
Edward Jones June 2011 - December 2011
BMO Harris Bank November 2006 - June 2011
Skills
Finance, Commercial Banking, Series 7, Strategic Financial..., Customer Service, Commercial Lending, Merchant Services, Lines Of Credit, Loans, Building Relationships, Financial Advisory, Consumer Lending, Risk Management, Home Equity Loans, Sales, Credit Analysis, Cash Flow, Credit, Fixed Annuities, Home Equity Lines of..., Mortgage Lending, Microsoft Office, Small Business Lending, Sales Management, Retail Banking, Leadership, Banking, Business Analysis, Portfolio Management, Credit Risk, Analysis, Loan Origination, Mortgage Banking, Branch Management, SBA, Mutual Funds, Cross Selling, Financial Reporting, Treasury Management, Commercial Mortgages, Relationship Management, Real Estate, Business Development, Process Improvement, Asset Based Lending, Microsoft Excel, Deposits, Account Management, Management, Series 63
Education
Aurora University 2008 — 2014
Master of Business Administration (MBA), Management, Leadership
Eastern Michigan University 2000 — 2004
Sports Med, Bachelor of Education
Western High School 1996 — 2000
High School Diploma
U.S. Bank April 2015 - Present
PNC December 2011 - April 2015
Edward Jones June 2011 - December 2011
BMO Harris Bank November 2006 - June 2011
Skills
Finance, Commercial Banking, Series 7, Strategic Financial..., Customer Service, Commercial Lending, Merchant Services, Lines Of Credit, Loans, Building Relationships, Financial Advisory, Consumer Lending, Risk Management, Home Equity Loans, Sales, Credit Analysis, Cash Flow, Credit, Fixed Annuities, Home Equity Lines of..., Mortgage Lending, Microsoft Office, Small Business Lending, Sales Management, Retail Banking, Leadership, Banking, Business Analysis, Portfolio Management, Credit Risk, Analysis, Loan Origination, Mortgage Banking, Branch Management, SBA, Mutual Funds, Cross Selling, Financial Reporting, Treasury Management, Commercial Mortgages, Relationship Management, Real Estate, Business Development, Process Improvement, Asset Based Lending, Microsoft Excel, Deposits, Account Management, Management, Series 63
Education
Aurora University 2008 — 2014
Master of Business Administration (MBA), Management, Leadership
Eastern Michigan University 2000 — 2004
Sports Med, Bachelor of Education
Western High School 1996 — 2000
High School Diploma
Ebony Drake's Edward Jones Experience January 2010 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones January 2010 - September 2010
United States Air Force September 2001 - July 2007
Education
Ashford University
Bachelor's, Business
Ashford University
United States
Bachelor of Arts, Business
Edward Jones January 2010 - September 2010
United States Air Force September 2001 - July 2007
Education
Ashford University
Bachelor's, Business
Ashford University
United States
Bachelor of Arts, Business
Kelly Troublefield's Edward Jones Experience November 2012 - December 2013
Job Financial Representitive at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
Liberty Lakes Resort August 2013 - November 2014
Edward Jones November 2012 - December 2013
Dignity Memorial Funeral Homes March 2009 - November 2012
McLane Insurance August 2004 - March 2009
Skills
Customer Service, Team Building, Selling, Leadership, Strategic Planning, Small Business, Cold Calling, Coaching, Marketing, Customer Retention, Insurance, New Business Development, Account Management, Customer Satisfaction, Direct Sales, Sales Management, Public Speaking, Training, Sales, Leadership Development, Closing Skills, Prospection, Negotiation, Outside Sales, Mutual Funds, Investment Strategies, Retirement Planning, Wealth Management
Education
The American College 2015 — 2016
Chartered Life Underwriter
Art Institute of Houston 1991 — 1993
Associate of Science, Culinary Arts
Aldine Senior High School 1981 — 1985
Northwestern Mutual November 2014 - Present
Liberty Lakes Resort August 2013 - November 2014
Edward Jones November 2012 - December 2013
Dignity Memorial Funeral Homes March 2009 - November 2012
McLane Insurance August 2004 - March 2009
Skills
Customer Service, Team Building, Selling, Leadership, Strategic Planning, Small Business, Cold Calling, Coaching, Marketing, Customer Retention, Insurance, New Business Development, Account Management, Customer Satisfaction, Direct Sales, Sales Management, Public Speaking, Training, Sales, Leadership Development, Closing Skills, Prospection, Negotiation, Outside Sales, Mutual Funds, Investment Strategies, Retirement Planning, Wealth Management
Education
The American College 2015 — 2016
Chartered Life Underwriter
Art Institute of Houston 1991 — 1993
Associate of Science, Culinary Arts
Aldine Senior High School 1981 — 1985
Lisa Lisa Runyon's Edward Jones Experience September 1983 - June 1988
Job Clincal Partner at DePaul Health Center
Industry Hospital & Health Care
Experience
DePaul Health Center January 2011 - Present
Cooperative Health Care 2006 - Present
R & R Backhoeing Inc 1998 - Present
Manor Grove Nursing Home April 1989 - March 1990
Edward Jones September 1983 - June 1988
Skills
EMT, CNA, ACLS, Cpr Certified
Education
Ashford University 2014 — 2016
Bachelor's Degree, Criminal Justice and Corrections
Ft. Zumwalt High 1979 — 1983
DePaul Health Center January 2011 - Present
Cooperative Health Care 2006 - Present
R & R Backhoeing Inc 1998 - Present
Manor Grove Nursing Home April 1989 - March 1990
Edward Jones September 1983 - June 1988
Skills
EMT, CNA, ACLS, Cpr Certified
Education
Ashford University 2014 — 2016
Bachelor's Degree, Criminal Justice and Corrections
Ft. Zumwalt High 1979 — 1983
Laura Furey's Edward Jones Experience July 2012 - Present
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Edward Jones July 2012 - Present
Family Guidance Center of Alabama Inc. 1999 - 2010
Mercantile Stores Southeast August 1996 - October 1998
Skills
Case Management, Cross-functional Team..., Policy Analysis
Education
Troy University in Montgomery 1991 — 2011
Bachelor of Applied Science (B.A.Sc.), Resources/Tech Management
Auburn University at Montgomery 1983 — 1984
Edward Jones July 2012 - Present
Family Guidance Center of Alabama Inc. 1999 - 2010
Mercantile Stores Southeast August 1996 - October 1998
Skills
Case Management, Cross-functional Team..., Policy Analysis
Education
Troy University in Montgomery 1991 — 2011
Bachelor of Applied Science (B.A.Sc.), Resources/Tech Management
Auburn University at Montgomery 1983 — 1984
Kelly Maddox's Edward Jones Experience August 2010 - Present
Job Branch Office Adminstrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
JBS May 2008 - August 2010
Jefferson County Public Schools August 2005 - August 2006
Education
University of Northern Colorado 2003 — 2005
Bachelor's degree, Speech-Language Pathology/Pathologist
Augustana College 2001 — 2005
Edward Jones August 2010 - Present
JBS May 2008 - August 2010
Jefferson County Public Schools August 2005 - August 2006
Education
University of Northern Colorado 2003 — 2005
Bachelor's degree, Speech-Language Pathology/Pathologist
Augustana College 2001 — 2005
Stanton Burns's Edward Jones Experience November 2012 - June 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC January 2013 - Present
Edward Jones November 2012 - June 2013
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Auburn University 2005 — 2009
Bachelor's degree, Industrial and Product Design
PNC January 2013 - Present
Edward Jones November 2012 - June 2013
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Auburn University 2005 — 2009
Bachelor's degree, Industrial and Product Design
Brad Ytterberg's Edward Jones Experience December 1983 - Present
Job Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1983 - Present
Peat Marwick June 1977 - December 1983
Skills
Series 7, Investments
Education
Northwestern University 1992 — 1994
Master of Business Administration (MBA)
Augustana College 1973 — 1977
Bachelor's degree
Edward Jones December 1983 - Present
Peat Marwick June 1977 - December 1983
Skills
Series 7, Investments
Education
Northwestern University 1992 — 1994
Master of Business Administration (MBA)
Augustana College 1973 — 1977
Bachelor's degree
Monique Julian's Edward Jones Experience July 2008 - February 2010
Job Sr. Brokerage Service Professional at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2011 - Present
Edward Jones July 2008 - February 2010
Allianz March 2007 - May 2008
Skills
Series 7, Mutual Funds, Investments, Retirement, Fixed Annuities, Insurance, Life Insurance, Securities, Series 63, FINRA, Financial Analysis, Financial Services, Equities, Team Leadership, Retirement Planning, Portfolio Management, Strategic Planning
Education
Augsburg College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Thrivent Financial for Lutherans January 2011 - Present
Edward Jones July 2008 - February 2010
Allianz March 2007 - May 2008
Skills
Series 7, Mutual Funds, Investments, Retirement, Fixed Annuities, Insurance, Life Insurance, Securities, Series 63, FINRA, Financial Analysis, Financial Services, Equities, Team Leadership, Retirement Planning, Portfolio Management, Strategic Planning
Education
Augsburg College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Denise Cartier's Edward Jones Experience September 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
US Census Bureau June 2010 - October 2010
McGladrey March 1998 - May 2004
Dakota County Technical College May 1997 - March 1998
Gladstone Construction, Inc. May 1992 - April 1997
Skills
Microsoft Office, Customer Service, Supervisory Experience, Team Leadership, Project Management, Accounting, Client-oriented, Spreadsheets, Administrative..., Microsoft Excel, Retirement, Help Desk Support, Train New Employees, Information Technology..., Trailblazer, Networking, Leadership, Problem Solving, Time Management
Education
Augsburg College 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Edward Jones September 2010 - Present
US Census Bureau June 2010 - October 2010
McGladrey March 1998 - May 2004
Dakota County Technical College May 1997 - March 1998
Gladstone Construction, Inc. May 1992 - April 1997
Skills
Microsoft Office, Customer Service, Supervisory Experience, Team Leadership, Project Management, Accounting, Client-oriented, Spreadsheets, Administrative..., Microsoft Excel, Retirement, Help Desk Support, Train New Employees, Information Technology..., Trailblazer, Networking, Leadership, Problem Solving, Time Management
Education
Augsburg College 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Katrina Cherry's Edward Jones Experience December 2003 - July 2010
Job Senior Branch Office Administrator, Financial Services, Customer Service, Insurance Claims, Bookkeeping and taxes
Industry Financial Services
Experience
Virtual Office Temps April 2015 - Present
Edward Jones December 2003 - July 2010
Cigna September 2001 - July 2003
K.S. Cherry Bookkeeping Services June 1994 - September 2001
Skills
Advertising, Photography, Team Building, Small Business, Budgets, Strategic Planning, Leadership
Education
Ashworth College 2003 — 2004
Courses done from home., Accounting and Business/Management, A
Arkansas City High School
Virtual Office Temps April 2015 - Present
Edward Jones December 2003 - July 2010
Cigna September 2001 - July 2003
K.S. Cherry Bookkeeping Services June 1994 - September 2001
Skills
Advertising, Photography, Team Building, Small Business, Budgets, Strategic Planning, Leadership
Education
Ashworth College 2003 — 2004
Courses done from home., Accounting and Business/Management, A
Arkansas City High School
Kristi Halverson's Edward Jones Experience Branch Office AdministratorEdward JonesSeptember 2012 - Present
Job at
Industry Financial Services
Experience
Edward Jones Branch Office AdministratorEdward JonesSeptember 2012 - Present
ADC Integrated Systems, Inc. September 1998 - June 1999
JB USA October 1997 - September 1998
Teltech Resource Network June 1994 - October 1997
Skills
Analysis, Customer Service, Finance
Education
Augustana College (SD) 1986 — 1989
Bachelor of Arts (BA), Business Administration and Management, General
Edward Jones Branch Office AdministratorEdward JonesSeptember 2012 - Present
ADC Integrated Systems, Inc. September 1998 - June 1999
JB USA October 1997 - September 1998
Teltech Resource Network June 1994 - October 1997
Skills
Analysis, Customer Service, Finance
Education
Augustana College (SD) 1986 — 1989
Bachelor of Arts (BA), Business Administration and Management, General
Sherie Stuecher's Edward Jones Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Hamricks Department Store May 2013 - Present
Edward Jones 2010 - 2012
Fifth Third Bank October 2005 - December 2009
Skills
Office Administration, Front Office Support, Banking, Customer Service, Travel Agency
Education
Blue Ridge Community College, Hendersonville, NC 1992 — 1994
Two Year Certificate, Travel and Tourism
Asheville-Buncombe Technical Community College 1989 — 1992
N/A, Business Administration
Hamricks Department Store May 2013 - Present
Edward Jones 2010 - 2012
Fifth Third Bank October 2005 - December 2009
Skills
Office Administration, Front Office Support, Banking, Customer Service, Travel Agency
Education
Blue Ridge Community College, Hendersonville, NC 1992 — 1994
Two Year Certificate, Travel and Tourism
Asheville-Buncombe Technical Community College 1989 — 1992
N/A, Business Administration
Reid Clark's Edward Jones Experience May 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2011 - Present
State Farm March 2010 - March 2011
State Farm May 2005 - March 2010
State Farm July 1997 - May 2005
Education
Auburn University 1995 — 1997
Master of Business Administration (MBA), Finance, General
Auburn University 1993 — 1995
Bachelor's degree, Finance, General
Enterprise State Community College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Edward Jones May 2011 - Present
State Farm March 2010 - March 2011
State Farm May 2005 - March 2010
State Farm July 1997 - May 2005
Education
Auburn University 1995 — 1997
Master of Business Administration (MBA), Finance, General
Auburn University 1993 — 1995
Bachelor's degree, Finance, General
Enterprise State Community College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Bradley Buckingham's Edward Jones Experience May 2008 - December 2008
Job Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Great Lakes Retirement, Inc. February 2009 - June 2013
Edward Jones May 2008 - December 2008
Education
University of South Carolina-Columbia 2014 — 2016
Ashland University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard June 2013 - Present
Great Lakes Retirement, Inc. February 2009 - June 2013
Edward Jones May 2008 - December 2008
Education
University of South Carolina-Columbia 2014 — 2016
Ashland University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Justin O'Shea's Edward Jones Experience 2013 - Present
Job Investment Banker at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
Pinaculo September 2008 - February 2013
Merrill Lynch 2005 - 2008
Education
Auburn University 2001 — 2004
Bachelor's degree, Finance, General
University of Alabama 2000 — 2001
Biology, General
Edward Jones 2013 - Present
Pinaculo September 2008 - February 2013
Merrill Lynch 2005 - 2008
Education
Auburn University 2001 — 2004
Bachelor's degree, Finance, General
University of Alabama 2000 — 2001
Biology, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation