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
Derek Murphree Derek Murphree's Edward Jones Experience January 2011 - June 2011
Job Regional GPS Director/IT Specialist for Select Energy Services
Industry Oil & Energy
Experience
Select Energy Services November 2014 - Present
Mid-Cities Modern Art April 2013 - Present
Allstate July 2014 - December 2014
Ameriprise Financial Services, Inc. May 2012 - March 2013
Edward Jones January 2011 - June 2011
AT&T August 2009 - December 2010
AT&T May 2007 - August 2009
Skills
Personal Finance, Health Insurance, Life Insurance, General Insurance, P&C Insurance, Business Strategy, Business Development, New Business Development, Business Process, Small Business, Small Business Marketing, Small Business Online..., Sales, Retail Sales, Social Media Marketing, Networking, Social Networking, Customer Service, Management, Microsoft Excel, Microsoft Office, Direct Sales, Energy, Leadership, Contract Negotiation, Operations Management, Microsoft Word, Telecommunications, Supervisory Skills, Project Management, Strategic Planning, Budgets, Marketing, Team Building, Financial Analysis, Sales Management, Sales Operations, Solution Selling, Training, Customer Retention, Sales Process, Team Leadership, Inventory Management, GPS Tracking, GPS Units
Education
University of North Texas 2006 — 2007
North Central Texas College 2004 — 2006
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Select Energy Services November 2014 - Present
Mid-Cities Modern Art April 2013 - Present
Allstate July 2014 - December 2014
Ameriprise Financial Services, Inc. May 2012 - March 2013
Edward Jones January 2011 - June 2011
AT&T August 2009 - December 2010
AT&T May 2007 - August 2009
Skills
Personal Finance, Health Insurance, Life Insurance, General Insurance, P&C Insurance, Business Strategy, Business Development, New Business Development, Business Process, Small Business, Small Business Marketing, Small Business Online..., Sales, Retail Sales, Social Media Marketing, Networking, Social Networking, Customer Service, Management, Microsoft Excel, Microsoft Office, Direct Sales, Energy, Leadership, Contract Negotiation, Operations Management, Microsoft Word, Telecommunications, Supervisory Skills, Project Management, Strategic Planning, Budgets, Marketing, Team Building, Financial Analysis, Sales Management, Sales Operations, Solution Selling, Training, Customer Retention, Sales Process, Team Leadership, Inventory Management, GPS Tracking, GPS Units
Education
University of North Texas 2006 — 2007
North Central Texas College 2004 — 2006
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Chad Norwood Chad Norwood's Edward Jones Experience January 2004 - March 2005
Job Distribution Sales at James M Pleasants
Industry Construction
Experience
James M Pleasants January 2014 - Present
James M Pleasants January 2008 - Present
James M Pleasants May 2005 - December 2007
Edward Jones January 2004 - March 2005
Skills
Cooling Towers, Pumps, Boilers, Water Source Heat Pumps, Humidifiers, Field Erected Cooling..., Wood to Fiberglass...
Education
University of North Carolina at Greensboro 1998 — 2003
Bachelor of Arts (B.A.), English
North Carolina State University 2000 — 2002
General Studies
J.F. Webb High School
James M Pleasants January 2014 - Present
James M Pleasants January 2008 - Present
James M Pleasants May 2005 - December 2007
Edward Jones January 2004 - March 2005
Skills
Cooling Towers, Pumps, Boilers, Water Source Heat Pumps, Humidifiers, Field Erected Cooling..., Wood to Fiberglass...
Education
University of North Carolina at Greensboro 1998 — 2003
Bachelor of Arts (B.A.), English
North Carolina State University 2000 — 2002
General Studies
J.F. Webb High School
DAVID DEILE DAVID DEILE's Edward Jones Experience January 2008 - April 2009
Job Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Preferred Homes & Developmen March 2013 - Present
Medica 2011 - Present
Humana August 2010 - Present
Self-employed June 2009 - Present
Self Employed June 2009 - Present
Edward Jones January 2008 - April 2009
H&R Block December 2005 - May 2006
NAPA Auto Parts February 1988 - September 1997
Skills
Small Business, Marketing Strategy, Entrepreneurship, Sales, Marketing, Sales Management, Microsoft Office, Investments, Business Strategy, Management Consulting, Real Estate, Insurance, Medicare
Education
North Dakota State University 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
North Dakota State College of Science 1981 — 1983
Associate of Arts and Sciences (A.A.S.), General Studies
Principal Financial Group January 2014 - Present
Preferred Homes & Developmen March 2013 - Present
Medica 2011 - Present
Humana August 2010 - Present
Self-employed June 2009 - Present
Self Employed June 2009 - Present
Edward Jones January 2008 - April 2009
H&R Block December 2005 - May 2006
NAPA Auto Parts February 1988 - September 1997
Skills
Small Business, Marketing Strategy, Entrepreneurship, Sales, Marketing, Sales Management, Microsoft Office, Investments, Business Strategy, Management Consulting, Real Estate, Insurance, Medicare
Education
North Dakota State University 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
North Dakota State College of Science 1981 — 1983
Associate of Arts and Sciences (A.A.S.), General Studies
Cary Speer Cary Speer's Edward Jones Experience August 2004 - December 2008
Job Chemistry and Physics Teacher at Adrian ISD
Industry Primary/Secondary Education
Experience
Adrian ISD August 2013 - Present
White Deer ISD August 2010 - August 2012
Whitney ISD August 2009 - August 2010
Edward Jones August 2004 - December 2008
Skills
Secondary Science..., Finacial Investment...
Education
West Texas A&M University 1987 — 1989
Bachelor's of Science BS, Education and General Science
New Mexico State University 1980 — 1984
Under graduate studies, Geology/Earth Science, General
Adrian ISD August 2013 - Present
White Deer ISD August 2010 - August 2012
Whitney ISD August 2009 - August 2010
Edward Jones August 2004 - December 2008
Skills
Secondary Science..., Finacial Investment...
Education
West Texas A&M University 1987 — 1989
Bachelor's of Science BS, Education and General Science
New Mexico State University 1980 — 1984
Under graduate studies, Geology/Earth Science, General
Jermey Moore Jermey Moore's Edward Jones Experience June 2012 - August 2012
Job Bankruptcy Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Edward Jones June 2012 - August 2012
North Carolina Central University August 2011 - May 2012
Macys Corporation June 2010 - February 2011
Edison Johnson Aquatic Center May 2006 - December 2008
Cold Stone Creamery January 2008 - June 2008
Skills
Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Event Planning, Leadership Development, Social Media, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Community Outreach, Research, Data Analysis, Event Management, Data Entry, Public Relations, Outlook, QuickBooks, Time Management, Accounting, Teamwork, Inventory Management, File Management, Access, Accounts Payable, Retail, Banking, Bankruptcy, Finance, Public Speaking, Leadership
Education
North Carolina Central University 2014 — 2015
Master of Business Administration (M.B.A.)
North Carolina Central University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo July 2013 - Present
Edward Jones June 2012 - August 2012
North Carolina Central University August 2011 - May 2012
Macys Corporation June 2010 - February 2011
Edison Johnson Aquatic Center May 2006 - December 2008
Cold Stone Creamery January 2008 - June 2008
Skills
Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Event Planning, Leadership Development, Social Media, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Community Outreach, Research, Data Analysis, Event Management, Data Entry, Public Relations, Outlook, QuickBooks, Time Management, Accounting, Teamwork, Inventory Management, File Management, Access, Accounts Payable, Retail, Banking, Bankruptcy, Finance, Public Speaking, Leadership
Education
North Carolina Central University 2014 — 2015
Master of Business Administration (M.B.A.)
North Carolina Central University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Robert Zaun, AAMS® Robert Zaun, AAMS®'s Edward Jones Experience 2000 - Present
Job Financial Advisor and L. Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones 2000 - Present
The Hartford May 1996 - June 2000
Skills
Series 7, Retirement Planning, Series 63, 401k Rollovers, Saving for Education, Strategic Planning, Customer Service, Employee Benefits, Wealth Management, Microsoft Excel, Mutual Funds, Investment Advisory, Retirement, Asset Allocation, Budgets, Management, Sales Management, Investment Strategies
Education
North Dakota State University 1989 — 1993
Bachelor of Science (BS), Finance, General
Edward Jones 2000 - Present
The Hartford May 1996 - June 2000
Skills
Series 7, Retirement Planning, Series 63, 401k Rollovers, Saving for Education, Strategic Planning, Customer Service, Employee Benefits, Wealth Management, Microsoft Excel, Mutual Funds, Investment Advisory, Retirement, Asset Allocation, Budgets, Management, Sales Management, Investment Strategies
Education
North Dakota State University 1989 — 1993
Bachelor of Science (BS), Finance, General
Kristin O'Dell Kristin O'Dell's Edward Jones Experience April 2011 - July 2014
Job Wine Sales Representative NDC
Industry Food & Beverages
Experience
Republic National Distributing Company September 2014 - Present
Edward Jones April 2011 - July 2014
Education
New Mexico State University 2007 — 2010
Bachelor's degree, Hotel, Motel, and Restaurant Management
Republic National Distributing Company September 2014 - Present
Edward Jones April 2011 - July 2014
Education
New Mexico State University 2007 — 2010
Bachelor's degree, Hotel, Motel, and Restaurant Management
Thomas Rivera Thomas Rivera's Edward Jones Experience July 2015 - July 2015
Job Seeking New Opportunities
Industry Investment Management
Experience
Edward Jones July 2015 - July 2015
Techtronic Industries July 2014 - July 2015
New Mexico State University - Central Campus August 2009 - May 2014
SOS Staffing June 2009 - August 2009
Skills
Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, Financial Forecasting, Corporate Finance, Morningstar, Standard and Poor's, Amortization Schedules, Personal Finance, Investments, Teamwork, Presentations, Microsoft Word, PowerPoint, Microsoft Office, Leadership
Education
New Mexico State University 2008 — 2014
Bachelor's Degree, Finance, Overall GPA 3.2
Edward Jones July 2015 - July 2015
Techtronic Industries July 2014 - July 2015
New Mexico State University - Central Campus August 2009 - May 2014
SOS Staffing June 2009 - August 2009
Skills
Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, Financial Forecasting, Corporate Finance, Morningstar, Standard and Poor's, Amortization Schedules, Personal Finance, Investments, Teamwork, Presentations, Microsoft Word, PowerPoint, Microsoft Office, Leadership
Education
New Mexico State University 2008 — 2014
Bachelor's Degree, Finance, Overall GPA 3.2
Kirk R. Hamza Kirk R. Hamza's Edward Jones Experience November 2002 - May 2007
Job Accordionist at Self Employed
Industry Nonprofit Organization Management
Experience
Self - Employed January 2012 - Present
NuTec - Automation Architects March 2012 - July 2013
FICS Inc. September 2010 - January 2012
Personal Wealth Management April 2007 - October 2010
Edward Jones November 2002 - May 2007
IKON Office Solutions March 2000 - November 2002
Rockwell Automation, Allen-Bradley 1978 - 2000
Skills
PLC, Motor Controls, Engineering, Electrical Engineering, Motor Control, Automation, Manufacturing, Product Development, Testing, Allen Bradley, Integration, Control Systems Design, Engineering Management, Microsoft Office, Instrumentation
Education
New Jersey Institute of Technology 1968 — 1972
BS, Electrical Engineering
Self - Employed January 2012 - Present
NuTec - Automation Architects March 2012 - July 2013
FICS Inc. September 2010 - January 2012
Personal Wealth Management April 2007 - October 2010
Edward Jones November 2002 - May 2007
IKON Office Solutions March 2000 - November 2002
Rockwell Automation, Allen-Bradley 1978 - 2000
Skills
PLC, Motor Controls, Engineering, Electrical Engineering, Motor Control, Automation, Manufacturing, Product Development, Testing, Allen Bradley, Integration, Control Systems Design, Engineering Management, Microsoft Office, Instrumentation
Education
New Jersey Institute of Technology 1968 — 1972
BS, Electrical Engineering
Benjamin Mead-Harvey Benjamin Mead-Harvey's Edward Jones Experience October 2011 - December 2011
Job Manager of Library Operations at Metropolitan Library System of Oklahoma County
Industry Libraries
Experience
Metropolitan Library System of Oklahoma County March 2015 - Present
West Fargo Public Library November 2012 - November 2013
West Fargo Public Library April 2012 - November 2012
Edward Jones October 2011 - December 2011
University of Illinois at Urbana-Champaign August 2010 - August 2011
University of Illinois at Urbana-Champaign August 2009 - August 2010
University of Illinois at Urbana-Champaign January 2007 - August 2009
Skills
Library Instruction, Information Literacy, Collection Development, Library Science, Virtual Reference, EBSCO, Digital Libraries, Library Research, Process Efficiency, Library Management, User-centered Design, Academic Libraries, Special Collections, Cataloging, Interlibrary Loan, Library 2.0, Library
Education
North Dakota State University 2013 — 2014
Master of Business Administration (MBA)
University of Illinois GSLIS 2009 — 2011
Masters, Library and Information Science
University of Illinois at Urbana-Champaign 2005 — 2009
B.S., Psychology
Metropolitan Library System of Oklahoma County March 2015 - Present
West Fargo Public Library November 2012 - November 2013
West Fargo Public Library April 2012 - November 2012
Edward Jones October 2011 - December 2011
University of Illinois at Urbana-Champaign August 2010 - August 2011
University of Illinois at Urbana-Champaign August 2009 - August 2010
University of Illinois at Urbana-Champaign January 2007 - August 2009
Skills
Library Instruction, Information Literacy, Collection Development, Library Science, Virtual Reference, EBSCO, Digital Libraries, Library Research, Process Efficiency, Library Management, User-centered Design, Academic Libraries, Special Collections, Cataloging, Interlibrary Loan, Library 2.0, Library
Education
North Dakota State University 2013 — 2014
Master of Business Administration (MBA)
University of Illinois GSLIS 2009 — 2011
Masters, Library and Information Science
University of Illinois at Urbana-Champaign 2005 — 2009
B.S., Psychology
Rocky Speight Rocky Speight's Edward Jones Experience April 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2001 - Present
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Financial Services
Education
North Carolina Wesleyan College
Bachelor's Degree
Edward Jones April 2001 - Present
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Financial Services
Education
North Carolina Wesleyan College
Bachelor's Degree
Herman Brunson, MBA's Edward Jones Experience May 2009 - September 2011
Job President & Investment Advisor at Balance Investments, LLC
Industry Investment Management
Experience
Balance Investments, LLC September 2014 - Present
Northern Trust Corporation September 2011 - September 2014
Edward Jones May 2009 - September 2011
The Jay Group April 2006 - March 2009
Sapient June 2005 - April 2006
Concinnity Marketing & Technology Consulting January 2004 - May 2005
RJ Reynolds August 1994 - January 2004
Skills
Entrepreneurship, Leadership, CRM, Investments, Marketing, Management Consulting, Finance, Strategic Planning, Management, Budgets, Business Planning, Marketing Communications, Strategy, Program Management, Business Strategy, Mutual Funds, Business Process..., Competitive Analysis, New Business Development, Customer Acquisition, Sales Process, Cross-functional Team..., Insurance, Account Management, Financial Modeling, Fixed Annuities, Business Analysis, Financial Analysis, Sales Management, B2B, Product Development, Business Development, Strategy Development, Financial Services, Financial Planning
Education
Wake Forest University School of Business 2001 — 2003
MBA, Strategy & Marketing
North Carolina Agricultural and Technical State University 1994 — 1999
BS, Chemical Engineering
East Forsyth High School
Balance Investments, LLC September 2014 - Present
Northern Trust Corporation September 2011 - September 2014
Edward Jones May 2009 - September 2011
The Jay Group April 2006 - March 2009
Sapient June 2005 - April 2006
Concinnity Marketing & Technology Consulting January 2004 - May 2005
RJ Reynolds August 1994 - January 2004
Skills
Entrepreneurship, Leadership, CRM, Investments, Marketing, Management Consulting, Finance, Strategic Planning, Management, Budgets, Business Planning, Marketing Communications, Strategy, Program Management, Business Strategy, Mutual Funds, Business Process..., Competitive Analysis, New Business Development, Customer Acquisition, Sales Process, Cross-functional Team..., Insurance, Account Management, Financial Modeling, Fixed Annuities, Business Analysis, Financial Analysis, Sales Management, B2B, Product Development, Business Development, Strategy Development, Financial Services, Financial Planning
Education
Wake Forest University School of Business 2001 — 2003
MBA, Strategy & Marketing
North Carolina Agricultural and Technical State University 1994 — 1999
BS, Chemical Engineering
East Forsyth High School
Renee Clanton's Edward Jones Experience October 2005 - July 2006
Job Ministry Assistant at Network211
Industry Human Resources
Experience
Network211 January 2015 - Present
Project Rescue August 2012 - August 2015
Southern California District of the Assemblies of God July 2008 - August 2012
Southern California District of the Assemblies of God July 2006 - July 2008
Edward Jones October 2005 - July 2006
Skills
Organizational..., Cross-cultural Training, Writing, Computer (excel, word,..., Curriculum Development, Copy Editing, Event Planning, Public Speaking, Communicating Cross..., Group Facilitator, Volunteer Coordinating, Volunteer Training, Travel Planning, Strategic Planning, Leadership, Volunteer Management, Research, Leadership Development, Biblical Studies, Teaching, Conflict Resolution, Fundraising, Pastoral Care, Staff Development, Community Outreach, Theology, Discipleship, Nonprofits, Program Development, Religion, Administration, Preaching, Training, Church Events
Education
North Central University 1983 — 1987
Bachelor of Arts Degree, Cross Cultural Communication
Network211 January 2015 - Present
Project Rescue August 2012 - August 2015
Southern California District of the Assemblies of God July 2008 - August 2012
Southern California District of the Assemblies of God July 2006 - July 2008
Edward Jones October 2005 - July 2006
Skills
Organizational..., Cross-cultural Training, Writing, Computer (excel, word,..., Curriculum Development, Copy Editing, Event Planning, Public Speaking, Communicating Cross..., Group Facilitator, Volunteer Coordinating, Volunteer Training, Travel Planning, Strategic Planning, Leadership, Volunteer Management, Research, Leadership Development, Biblical Studies, Teaching, Conflict Resolution, Fundraising, Pastoral Care, Staff Development, Community Outreach, Theology, Discipleship, Nonprofits, Program Development, Religion, Administration, Preaching, Training, Church Events
Education
North Central University 1983 — 1987
Bachelor of Arts Degree, Cross Cultural Communication
Sasha Azua Sasha Azua's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
La Buena Vida Women's Club August 2010 - Present
Farm Bureau Financial Services August 2009 - April 2014
Farm Bureau Financial Services 2008 - 2013
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, English, Research, Windows, Teaching, Managing Others, Starting a Business, Starting an Organization, Problem Solving, Business Ethics, Management, Time Management, Training, Public Speaking
Education
New Mexico State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Insurance, Banking
Silver High School 2001 — 2005
High School Diploma
Edward Jones April 2014 - Present
La Buena Vida Women's Club August 2010 - Present
Farm Bureau Financial Services August 2009 - April 2014
Farm Bureau Financial Services 2008 - 2013
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, English, Research, Windows, Teaching, Managing Others, Starting a Business, Starting an Organization, Problem Solving, Business Ethics, Management, Time Management, Training, Public Speaking
Education
New Mexico State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Insurance, Banking
Silver High School 2001 — 2005
High School Diploma
Brett Harner Brett Harner's Edward Jones Experience October 2006 - July 2010
Job Insurance Services Specialist at CUSO Financial Services, L.P. Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
CUSO Financial Services, L.P. - Sorrento Pacific Financial, LLC October 2012 - Present
JPMorgan Chase & Co. July 2010 - January 2012
Edward Jones October 2006 - July 2010
Meritor September 2005 - October 2006
Meritor July 2001 - September 2005
Skills
Banking, Strategic Financial..., Supply Chain, Continuous Improvement, Financial Analysis, Mutual Funds, Sales, Management, Portfolio Management, Strategic Planning, Accounts Payable
Education
New York University
Financial Planning Certification Program
Ohio University 2000 — 2005
B.S.S., Sports Marketing
The Ohio State University 1998 — 2000
Tech Prep (AP), Business Management
CUSO Financial Services, L.P. - Sorrento Pacific Financial, LLC October 2012 - Present
JPMorgan Chase & Co. July 2010 - January 2012
Edward Jones October 2006 - July 2010
Meritor September 2005 - October 2006
Meritor July 2001 - September 2005
Skills
Banking, Strategic Financial..., Supply Chain, Continuous Improvement, Financial Analysis, Mutual Funds, Sales, Management, Portfolio Management, Strategic Planning, Accounts Payable
Education
New York University
Financial Planning Certification Program
Ohio University 2000 — 2005
B.S.S., Sports Marketing
The Ohio State University 1998 — 2000
Tech Prep (AP), Business Management
Erik Barnes Erik Barnes's Edward Jones Experience 2006 - 2008
Job Managing Partner at Retirement Portfolio Partners
Industry Investment Management
Experience
Retirement Portfolio Partners 2008 - Present
Edward Jones 2006 - 2008
Education
North Central College 1999 — 2003
BA, Economics
Retirement Portfolio Partners 2008 - Present
Edward Jones 2006 - 2008
Education
North Central College 1999 — 2003
BA, Economics
Tammy Wood, CFP® Tammy Wood, CFP®'s Edward Jones Experience December 2003 - October 2005
Job VP/Financial Advisor at Bell State Bank & Trust
Industry Banking
Experience
Bell State Bank & Trust October 2005 - Present
Edward Jones December 2003 - October 2005
Merrill Lynch June 1997 - December 2003
Skills
Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Estate Planning, Fixed Income, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
University of Mary 1999 — 2001
Master's degree, Business Administration and Management, General
North Dakota State University 1989 — 1993
Bachelor's degree
Bell State Bank & Trust October 2005 - Present
Edward Jones December 2003 - October 2005
Merrill Lynch June 1997 - December 2003
Skills
Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Estate Planning, Fixed Income, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
University of Mary 1999 — 2001
Master's degree, Business Administration and Management, General
North Dakota State University 1989 — 1993
Bachelor's degree
Elijah Baca's Edward Jones Experience July 2008 - May 2009
Job Chief Financial Officer at Santa Clara Development Corporation
Industry Hospitality
Experience
Santa Clara Development Corporation March 2013 - Present
NMIGA, Inc. 2010 - Present
Santa Claran Casino October 2011 - March 2013
Santa Clara Pueblo Gaming Commission July 2009 - October 2011
Edward Jones July 2008 - May 2009
Camel Rock Casino July 2006 - May 2008
Los Alamos National Laboratory June 2001 - May 2006
Skills
Microsoft Excel, Access, Account Management, Accounting, Analysis, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Critical Thinking, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Leadership, Management, Microsoft Office, New Business Development, Public Speaking, Strategic Planning, Business Strategy, Change Management, Data Analysis, General Ledger, Internal Controls, Inventory Management, Management Consulting, Marketing, Marketing Strategy, Negotiation, Operations Management
Education
New Mexico State University 2001 — 2006
BA, Finance
Santa Clara Development Corporation March 2013 - Present
NMIGA, Inc. 2010 - Present
Santa Claran Casino October 2011 - March 2013
Santa Clara Pueblo Gaming Commission July 2009 - October 2011
Edward Jones July 2008 - May 2009
Camel Rock Casino July 2006 - May 2008
Los Alamos National Laboratory June 2001 - May 2006
Skills
Microsoft Excel, Access, Account Management, Accounting, Analysis, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Critical Thinking, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Leadership, Management, Microsoft Office, New Business Development, Public Speaking, Strategic Planning, Business Strategy, Change Management, Data Analysis, General Ledger, Internal Controls, Inventory Management, Management Consulting, Marketing, Marketing Strategy, Negotiation, Operations Management
Education
New Mexico State University 2001 — 2006
BA, Finance
A'eesha Bell A'eesha Bell's Edward Jones Experience May 2000 - January 2006
Job Human Resources
Industry Nonprofit Organization Management
Experience
The Mission Continues November 2011 - Present
Missouri Black Expo 2006 - 2012
Control Devices November 2007 - November 2011
Matson, Driscoll & Damico LLP March 2006 - October 2007
Edward Jones May 2000 - January 2006
GE Capital Mortgage Services November 1998 - May 2000
Skills
Forensic Accounting, Accounting, Auditing, Financial Reporting, human resources
Education
North Carolina Agricultural and Technical State University 1991 — 1995
BS, Accounting
The Mission Continues November 2011 - Present
Missouri Black Expo 2006 - 2012
Control Devices November 2007 - November 2011
Matson, Driscoll & Damico LLP March 2006 - October 2007
Edward Jones May 2000 - January 2006
GE Capital Mortgage Services November 1998 - May 2000
Skills
Forensic Accounting, Accounting, Auditing, Financial Reporting, human resources
Education
North Carolina Agricultural and Technical State University 1991 — 1995
BS, Accounting
Amaryllis Hood's Edward Jones Experience 2013 - Present
Job
Industry Libraries
Experience
Edward Jones 2013 - Present
East Bonner County Library 2013 - Present
East Bonner County Library District February 2010 - Present
Fred Meyer November 2005 - August 2007
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork
Education
North Idaho College
GED
Edward Jones 2013 - Present
East Bonner County Library 2013 - Present
East Bonner County Library District February 2010 - Present
Fred Meyer November 2005 - August 2007
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork
Education
North Idaho College
GED
Ray Foote Ray Foote's Edward Jones Experience February 2011 - March 2013
Job Assistant Front Desk Manager, Old Faithful Inn, Yellowstone National Park
Industry Hospitality
Experience
Xanterra Parks & Resorts April 2015 - Present
Xanterra Parks & Resorts December 2014 - Present
Xanterra Parks & Resorts April 2014 - Present
Xanterra Parks & Resorts October 2014 - October 2014
Edward Jones February 2011 - March 2013
New Mexico State University May 2007 - December 2010
Gap Inc./Gap May 2008 - December 2008
New Mexico State University August 2005 - May 2007
Intrepid Potash May 2006 - August 2006
Skills
Public Speaking, Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Windows, Teamwork, Troubleshooting, Training, Sales, Account Reconciliation, Technical Support, Team Leadership
Education
New Mexico State University 2005 — 2010
Bachelor of Arts (B.A.), Accounting
Xanterra Parks & Resorts April 2015 - Present
Xanterra Parks & Resorts December 2014 - Present
Xanterra Parks & Resorts April 2014 - Present
Xanterra Parks & Resorts October 2014 - October 2014
Edward Jones February 2011 - March 2013
New Mexico State University May 2007 - December 2010
Gap Inc./Gap May 2008 - December 2008
New Mexico State University August 2005 - May 2007
Intrepid Potash May 2006 - August 2006
Skills
Public Speaking, Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Windows, Teamwork, Troubleshooting, Training, Sales, Account Reconciliation, Technical Support, Team Leadership
Education
New Mexico State University 2005 — 2010
Bachelor of Arts (B.A.), Accounting
Alison Thompson Blodgett's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Undergraduate Tutorial Center at North Carolina State University January 2011 - May 2013
Edward Jones June 2012 - August 2012
North Carolina State Univeristy November 2010 - August 2012
North Carolina State University August 2009 - December 2009
On the Square January 2008 - August 2008
Skills
Stata, Statistics, SAS, Econometrics, Data Analysis, Time Series Analysis, Economics, Statistical Modeling, Research, Linear Regression, Microsoft Excel, PowerPoint, Microsoft Office, Microeconomics, Leadership, Public Speaking, Analysis
Education
North Carolina State University 2012 — 2013
Master's degree, Applied Economics
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Economics
Edward Jones June 2013 - Present
Undergraduate Tutorial Center at North Carolina State University January 2011 - May 2013
Edward Jones June 2012 - August 2012
North Carolina State Univeristy November 2010 - August 2012
North Carolina State University August 2009 - December 2009
On the Square January 2008 - August 2008
Skills
Stata, Statistics, SAS, Econometrics, Data Analysis, Time Series Analysis, Economics, Statistical Modeling, Research, Linear Regression, Microsoft Excel, PowerPoint, Microsoft Office, Microeconomics, Leadership, Public Speaking, Analysis
Education
North Carolina State University 2012 — 2013
Master's degree, Applied Economics
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Economics
Laura (Burk) Benson Laura (Burk) Benson's Edward Jones Experience September 2008 - April 2011
Job CoPublisher of The Southeast Post. Event Planner, Public Relations and Marketing Consultant.
Industry Marketing and Advertising
Experience
CMD Magazine March 2015 - Present
Game Plan Media August 2011 - May 2015
Manufacturers Association of Central Florida (MACF) September 2012 - September 2013
Lach Orthodontic Specialists May 2011 - November 2011
Edward Jones September 2008 - April 2011
Media that Sells June 2007 - December 2009
Dr. Phillips - Metrowest Chamber of Commerce February 2009 - August 2009
East Orlando Chamber of Commerce October 2007 - August 2009
Business Card Exchange October 2003 - July 2007
Jafra Cosmetics February 1997 - April 2004
Skills
Public Relations, Marketing, Risk Management, Event Planning, Strategic Planning, Public Speaking, Social Media Marketing, Social Media, Advertising, Sales, Recruiting, Non-profits, Budgets, Marketing Strategy, Marketing Communications, Customer Service, New Business Development, Newsletters, Fundraising, Email Marketing, Program Management, Nonprofits, Small Business, Social Networking, Online Marketing, Direct Mail, Direct Sales, Coaching, Online Advertising, Training, Team Leadership, Leadership, Entrepreneurship, Sponsorship, Trade Shows, Event Management, Time Management, Direct Marketing, Leadership Development, B2B, Internal Communications, Team Building, Contract Negotiation, Facebook, Blogging, Copywriting, Start-ups, Account Management, Press Releases, Microsoft Office
Education
North Hennepin Community College 1994 — 1995
Bus/Admin, Business, Administration
Valencia College
CMD Magazine March 2015 - Present
Game Plan Media August 2011 - May 2015
Manufacturers Association of Central Florida (MACF) September 2012 - September 2013
Lach Orthodontic Specialists May 2011 - November 2011
Edward Jones September 2008 - April 2011
Media that Sells June 2007 - December 2009
Dr. Phillips - Metrowest Chamber of Commerce February 2009 - August 2009
East Orlando Chamber of Commerce October 2007 - August 2009
Business Card Exchange October 2003 - July 2007
Jafra Cosmetics February 1997 - April 2004
Skills
Public Relations, Marketing, Risk Management, Event Planning, Strategic Planning, Public Speaking, Social Media Marketing, Social Media, Advertising, Sales, Recruiting, Non-profits, Budgets, Marketing Strategy, Marketing Communications, Customer Service, New Business Development, Newsletters, Fundraising, Email Marketing, Program Management, Nonprofits, Small Business, Social Networking, Online Marketing, Direct Mail, Direct Sales, Coaching, Online Advertising, Training, Team Leadership, Leadership, Entrepreneurship, Sponsorship, Trade Shows, Event Management, Time Management, Direct Marketing, Leadership Development, B2B, Internal Communications, Team Building, Contract Negotiation, Facebook, Blogging, Copywriting, Start-ups, Account Management, Press Releases, Microsoft Office
Education
North Hennepin Community College 1994 — 1995
Bus/Admin, Business, Administration
Valencia College
Scott Earwood Scott Earwood's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Education
North Carolina State University 1996 — 2000
PRTM
Edward Jones September 2013 - Present
Education
North Carolina State University 1996 — 2000
PRTM
Eric Snell's Edward Jones Experience February 2013 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Blue Ocean Brokerage LLC. December 2009 - May 2010
Lincoln Financial Distributors August 2008 - September 2009
Peace Corps Togo June 2006 - July 2008
Skills
International..., Disability Insurance, Personal Financial..., Long Term Care Insurance, Investments, Management, Event Planning, Research, Marketing, French, Entrepreneurship, Agriculture, Sales, International Relations, Fundraising, Nonprofits, Life Insurance
Education
Niagara University 2002 — 2006
BA, History, Political Science
American University of Rome 2005 — 2005
International Relations and Affairs
Valley Forge Military Academy & College
Edward Jones February 2013 - Present
Blue Ocean Brokerage LLC. December 2009 - May 2010
Lincoln Financial Distributors August 2008 - September 2009
Peace Corps Togo June 2006 - July 2008
Skills
International..., Disability Insurance, Personal Financial..., Long Term Care Insurance, Investments, Management, Event Planning, Research, Marketing, French, Entrepreneurship, Agriculture, Sales, International Relations, Fundraising, Nonprofits, Life Insurance
Education
Niagara University 2002 — 2006
BA, History, Political Science
American University of Rome 2005 — 2005
International Relations and Affairs
Valley Forge Military Academy & College
Brent Wasem Brent Wasem's Edward Jones Experience May 1999 - December 1999
Job Business Lead Plant Maintenance at American Crystal Sugar Company
Industry Information Technology and Services
Experience
American Crystal Sugar Company March 2005 - Present
Global Electric Motorcars, LLC January 2005 - March 2005
Clarica December 1999 - December 2004
Edward Jones May 1999 - December 1999
Deluxe Corporation March 1998 - May 1999
American Crystal Sugar Company June 1995 - March 1998
American Crystal Sugar Company February 1992 - June 1995
Skills
SAP, Project Management, SAP Implementation, Business Analysis, Project Planning, Requirements Analysis, PMP, Visio, Analysis, Preventive Maintenance, Management, Maintenance & Repair, Plant Maintenance, ERP, Team Leadership, Logistics, Software Project..., Integration, Cross-functional Team..., Customer Service, Business Process, Business Process..., Microsoft Word, Management Consulting, Microsoft Excel, Manufacturing, Procurement, SAP R/3
Education
North Dakota State University 1985 — 1992
BS, Electrical and Electronics Engineering
Dickinson State University 1986 — 1989
B.S., Math
Berg Elementary, Dickinson High 1973 — 1985
American Crystal Sugar Company March 2005 - Present
Global Electric Motorcars, LLC January 2005 - March 2005
Clarica December 1999 - December 2004
Edward Jones May 1999 - December 1999
Deluxe Corporation March 1998 - May 1999
American Crystal Sugar Company June 1995 - March 1998
American Crystal Sugar Company February 1992 - June 1995
Skills
SAP, Project Management, SAP Implementation, Business Analysis, Project Planning, Requirements Analysis, PMP, Visio, Analysis, Preventive Maintenance, Management, Maintenance & Repair, Plant Maintenance, ERP, Team Leadership, Logistics, Software Project..., Integration, Cross-functional Team..., Customer Service, Business Process, Business Process..., Microsoft Word, Management Consulting, Microsoft Excel, Manufacturing, Procurement, SAP R/3
Education
North Dakota State University 1985 — 1992
BS, Electrical and Electronics Engineering
Dickinson State University 1986 — 1989
B.S., Math
Berg Elementary, Dickinson High 1973 — 1985
Cory Shuford Cory Shuford's Edward Jones Experience May 2009 - March 2010
Job Certified Financial Planner
Industry Financial Services
Experience
Belmont Capital Advisors April 2015 - Present
Dolf Dunn Wealth Management, LLC May 2011 - April 2015
Edward Jones May 2009 - March 2010
Skills
Series 7, Series 66, Wealth Vision Software, Salesforce.com System..., LPL Admin U Graduate, Paraplanning, Life Insurance, Paraplanner, Estate Planning..., Investments, WordPress, Retirement, Holistic Wealth..., Asset Allocation, Cash Flow, Planning Budgeting &..., Disability Planning, Wealth Management, Retirement Planning
Education
North Carolina State University 2006 — 2010
Bachelors, Business - Finance
Belmont Capital Advisors April 2015 - Present
Dolf Dunn Wealth Management, LLC May 2011 - April 2015
Edward Jones May 2009 - March 2010
Skills
Series 7, Series 66, Wealth Vision Software, Salesforce.com System..., LPL Admin U Graduate, Paraplanning, Life Insurance, Paraplanner, Estate Planning..., Investments, WordPress, Retirement, Holistic Wealth..., Asset Allocation, Cash Flow, Planning Budgeting &..., Disability Planning, Wealth Management, Retirement Planning
Education
North Carolina State University 2006 — 2010
Bachelors, Business - Finance
Tim Bain Tim Bain's Edward Jones Experience June 1994 - August 1997
Job Experienced Financial Services Professional (and Avid Music Lover)
Industry Financial Services
Experience
Elledge : Bain : Sides : LLC October 2010 - Present
Spark Asset Management Group 2010 - Present
Music49 2003 - Present
JBS Liberty Securities, Inc. 2007 - October 2010
Synergy Investment Group 1998 - October 2010
LPL August 1997 - June 1999
Edward Jones June 1994 - August 1997
Education
North Carolina State University 1990 — 1994
Bachelor of Science (BS), Economics
North Carolina State University 1990 — 1994
Bachelor of Arts (B.A.), Business Management with a Finance Concentration
Elledge : Bain : Sides : LLC October 2010 - Present
Spark Asset Management Group 2010 - Present
Music49 2003 - Present
JBS Liberty Securities, Inc. 2007 - October 2010
Synergy Investment Group 1998 - October 2010
LPL August 1997 - June 1999
Edward Jones June 1994 - August 1997
Education
North Carolina State University 1990 — 1994
Bachelor of Science (BS), Economics
North Carolina State University 1990 — 1994
Bachelor of Arts (B.A.), Business Management with a Finance Concentration
Marsha A Hill's Edward Jones Experience June 2000 - February 2004
Job Senior Banking Consultant at The RWC Group
Industry Information Technology and Services
Experience
The RWC Group January 2015 - Present
Marsha A. Hill Financial Solutions / MHFS Insurance February 2004 - December 2014
Edward Jones June 2000 - February 2004
Raytheon Aircraft (now Hawker Beechcraft) July 1998 - June 2000
Jack Henry & Associates June 1996 - July 1998
Fourth Financial Corporation (now Bank of America) April 1993 - May 1996
University of Kansas School of Medicine Wichita February 1991 - July 1993
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Planners, Investments, Small Business, IRAs, Financial Services, Retirement, Life Insurance, Disability Insurance, Long-term Care, Hands-on Training, Securities, Long Term Care Insurance, Portfolio Management, Business Analysis, New Business Development, Financial Planning, Financial Information..., Software Training, Insurance, Long Term Care, Microsoft Office, QuickBooks, Employee Training, Software Installation, Computer Software..., Software Analysis, Process Consulting, Software Consulting, Strong written and oral..., Solid interpersonal..., Microsoft Excel, Software Implementation, Experienced Business..., Consultants, Technical Writing, Business Process..., Marketing Communications, Corporate Communications, Organizational..., Organizational..., Development & delivery..., Troubleshooting, Creative Writer, Creative Problem Solving, Teaching English as a..., Critical Thinking, Project Planning
Education
Wichita State University 1992 — 1999
Masters, Communicatons, Organizational Development, Business, 3.5%
Newman University 1990 — 1991
B.S., Business Management & Communications
Augusta High School
High School Attended, College Preparatory, 3.97
Halstead High School
High School, College Prep
Hutchinson Community College
Associate of Arts (AA), Communications, Journalism, Creative Writing, 3.97
Wichita State University
Communications & Advertising, Communications & Advertising, As & Bs
The RWC Group January 2015 - Present
Marsha A. Hill Financial Solutions / MHFS Insurance February 2004 - December 2014
Edward Jones June 2000 - February 2004
Raytheon Aircraft (now Hawker Beechcraft) July 1998 - June 2000
Jack Henry & Associates June 1996 - July 1998
Fourth Financial Corporation (now Bank of America) April 1993 - May 1996
University of Kansas School of Medicine Wichita February 1991 - July 1993
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Planners, Investments, Small Business, IRAs, Financial Services, Retirement, Life Insurance, Disability Insurance, Long-term Care, Hands-on Training, Securities, Long Term Care Insurance, Portfolio Management, Business Analysis, New Business Development, Financial Planning, Financial Information..., Software Training, Insurance, Long Term Care, Microsoft Office, QuickBooks, Employee Training, Software Installation, Computer Software..., Software Analysis, Process Consulting, Software Consulting, Strong written and oral..., Solid interpersonal..., Microsoft Excel, Software Implementation, Experienced Business..., Consultants, Technical Writing, Business Process..., Marketing Communications, Corporate Communications, Organizational..., Organizational..., Development & delivery..., Troubleshooting, Creative Writer, Creative Problem Solving, Teaching English as a..., Critical Thinking, Project Planning
Education
Wichita State University 1992 — 1999
Masters, Communicatons, Organizational Development, Business, 3.5%
Newman University 1990 — 1991
B.S., Business Management & Communications
Augusta High School
High School Attended, College Preparatory, 3.97
Halstead High School
High School, College Prep
Hutchinson Community College
Associate of Arts (AA), Communications, Journalism, Creative Writing, 3.97
Wichita State University
Communications & Advertising, Communications & Advertising, As & Bs
Stephanie (Stewart) Young Stephanie (Stewart) Young's Edward Jones Experience June 2012 - October 2012
Job Talent Acquisition at Corizon Health
Industry Staffing and Recruiting
Experience
Corizon Health April 2013 - Present
BJC HealthCare October 2012 - March 2013
Edward Jones June 2012 - October 2012
Kendall and Davis July 2010 - December 2011
Chimera Enterprises Inc. April 2000 - July 2010
Skills
Detail Orientation, MS Office Suite, Team Building, Business Management, Customer Relations, Excel, Employee Relations, Contract Negotiation, Hiring, HRIS, Internet, Team Leadership, Leadership Development, Social Media, Outlook, Organizational..., Organizing, PowerPoint, Photography, Contract Recruitment, Recruitment Advertising, Recruitment/Retention, Physician Recruitment, Windows, Sourcing, Talent Acquisition, Interviewing, Coaching, New Business Development, Word, Negotiation, Microsoft Office, Talent Management, Account Management, Applicant Tracking..., Full-cycle Recruiting, Cold Calling, Team Management, Recruiting, Customer Service, Interviews, Management, Physicians, Onboarding, Microsoft Excel, College Recruiting, Training, Performance Management, Time Management, Healthcare
Education
University of Missouri-Saint Louis 2008 — 2010
MBA, Business Administration and Management, General
New Mexico State University 2002 — 2005
Bachelor of Business Administration, Human Resource Management
Corizon Health April 2013 - Present
BJC HealthCare October 2012 - March 2013
Edward Jones June 2012 - October 2012
Kendall and Davis July 2010 - December 2011
Chimera Enterprises Inc. April 2000 - July 2010
Skills
Detail Orientation, MS Office Suite, Team Building, Business Management, Customer Relations, Excel, Employee Relations, Contract Negotiation, Hiring, HRIS, Internet, Team Leadership, Leadership Development, Social Media, Outlook, Organizational..., Organizing, PowerPoint, Photography, Contract Recruitment, Recruitment Advertising, Recruitment/Retention, Physician Recruitment, Windows, Sourcing, Talent Acquisition, Interviewing, Coaching, New Business Development, Word, Negotiation, Microsoft Office, Talent Management, Account Management, Applicant Tracking..., Full-cycle Recruiting, Cold Calling, Team Management, Recruiting, Customer Service, Interviews, Management, Physicians, Onboarding, Microsoft Excel, College Recruiting, Training, Performance Management, Time Management, Healthcare
Education
University of Missouri-Saint Louis 2008 — 2010
MBA, Business Administration and Management, General
New Mexico State University 2002 — 2005
Bachelor of Business Administration, Human Resource Management
Adrian R. Park Adrian R. Park's Edward Jones Experience September 2001 - August 2002
Job Vice Chairman at Robert Allen Hayes
Industry Investment Banking
Experience
Robert Allen Hayes October 2014 - Present
SAGE Private Wealth Group March 2012 - October 2014
Raymond James Financial Inc. March 2012 - October 2014
JPMorgan October 2002 - March 2012
Edward Jones September 2001 - August 2002
Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence
Education
North Central University 1994 — 1999
Bachelor of Arts (B.A.)
Robert Allen Hayes October 2014 - Present
SAGE Private Wealth Group March 2012 - October 2014
Raymond James Financial Inc. March 2012 - October 2014
JPMorgan October 2002 - March 2012
Edward Jones September 2001 - August 2002
Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence
Education
North Central University 1994 — 1999
Bachelor of Arts (B.A.)
Stephen Jurrissen Stephen Jurrissen's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Wells Fargo February 2013 - April 2014
Bentley Systems May 2011 - August 2011
Skills
Time Management, Microsoft Excel, Customer Service, Access, PowerPoint, Teamwork, Financial Analysis, Leadership, Microsoft Office, Social Media, Microsoft Word, Outlook, SAP, Banking, Series 66, Series 7
Education
North Carolina State University 2010 — 2014
Bachelor of Business Administration, Business Administration and Management, Finance
Reidsville High School 2006 — 2010
High School Diploma
Edward Jones April 2014 - Present
Wells Fargo February 2013 - April 2014
Bentley Systems May 2011 - August 2011
Skills
Time Management, Microsoft Excel, Customer Service, Access, PowerPoint, Teamwork, Financial Analysis, Leadership, Microsoft Office, Social Media, Microsoft Word, Outlook, SAP, Banking, Series 66, Series 7
Education
North Carolina State University 2010 — 2014
Bachelor of Business Administration, Business Administration and Management, Finance
Reidsville High School 2006 — 2010
High School Diploma
Carson Blackley Carson Blackley's Edward Jones Experience May 2011 - January 2013
Job OnAir Middays on Big 104.7 Pittsburgh's New Hit Country at iHeartMedia
Industry Broadcast Media
Experience
iHeartMedia September 2014 - Present
iHeartMedia March 2014 - Present
Clear Channel Media + Entertainment June 2014 - October 2014
Clear Channel Communications May 2013 - October 2014
Clear Channel Communications January 2014 - July 2014
Cleveland Indians April 2013 - September 2013
Clear Channel Communications April 2013 - May 2013
Clear Channel Communications January 2013 - May 2013
Edward Jones May 2011 - January 2013
Edward Jones May 2011 - August 2011
Skills
Video Editing, Social Media, Final Cut Pro, iMovie, Journalism, NexGen, VoxPro, HTML scripting, Adobe, Visual Basic, Garageband, Radio Producing, Sports Writing, Video Production, Radio Host, Communication, Music Industry, AP Style, Facebook, Press Releases, Social Networking, Creative Writing, YouTube, PowerPoint
Education
North Carolina State University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, Cum Laude
University of Oxford 2012 — 2012
Shakespeare and British History
iHeartMedia September 2014 - Present
iHeartMedia March 2014 - Present
Clear Channel Media + Entertainment June 2014 - October 2014
Clear Channel Communications May 2013 - October 2014
Clear Channel Communications January 2014 - July 2014
Cleveland Indians April 2013 - September 2013
Clear Channel Communications April 2013 - May 2013
Clear Channel Communications January 2013 - May 2013
Edward Jones May 2011 - January 2013
Edward Jones May 2011 - August 2011
Skills
Video Editing, Social Media, Final Cut Pro, iMovie, Journalism, NexGen, VoxPro, HTML scripting, Adobe, Visual Basic, Garageband, Radio Producing, Sports Writing, Video Production, Radio Host, Communication, Music Industry, AP Style, Facebook, Press Releases, Social Networking, Creative Writing, YouTube, PowerPoint
Education
North Carolina State University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, Cum Laude
University of Oxford 2012 — 2012
Shakespeare and British History
Amber Simmons Amber Simmons's Edward Jones Experience November 2006 - September 2009
Job Mobility Manager at The Arc of Schuyler
Industry Nonprofit Organization Management
Experience
The Arc of Schuyler March 2010 - Present
Edward Jones November 2006 - September 2009
Carson Design & Remodeling 2003 - 2006
Finger Lakes Vision Tours January 2003 - December 2005
STONE TRAVEL January 2003 - December 2005
Liberty Travel August 1991 - September 2002
Tompkins Cortland Community College January 1999 - January 2001
KOSHER TOURS April 1991 - August 1991
GRAYLINE TOURS January 1989 - January 1990
Skills
Project Planning, Public Speaking, Event Management, Accounts Receivable, Sales, Customer Service, Social Media, Real Estate, Insurance, Tourism, Event Planning, Marketing
Education
Niagara University 1988 — 1991
Bachelor's degree, Travel and Tourism Administration
Niagara University
Bachelor of Science, Travel/Tourism Hotel & Restaurant Administration
The Arc of Schuyler March 2010 - Present
Edward Jones November 2006 - September 2009
Carson Design & Remodeling 2003 - 2006
Finger Lakes Vision Tours January 2003 - December 2005
STONE TRAVEL January 2003 - December 2005
Liberty Travel August 1991 - September 2002
Tompkins Cortland Community College January 1999 - January 2001
KOSHER TOURS April 1991 - August 1991
GRAYLINE TOURS January 1989 - January 1990
Skills
Project Planning, Public Speaking, Event Management, Accounts Receivable, Sales, Customer Service, Social Media, Real Estate, Insurance, Tourism, Event Planning, Marketing
Education
Niagara University 1988 — 1991
Bachelor's degree, Travel and Tourism Administration
Niagara University
Bachelor of Science, Travel/Tourism Hotel & Restaurant Administration
Kristin Wakefield Kristin Wakefield's Edward Jones Experience May 2007 - August 2007
Job Senior Systems Engineer
Industry Defense & Space
Experience
Lockheed Martin May 2008 - Present
Avon January 2014 - Present
National Defense Transportation Association 2009 - 2014
Edward Jones May 2007 - August 2007
Skills
Systems Engineering, Test Engineering, Requirements Analysis, Integration Testing, Internal Audit, System Architecture, Data Management, Database Design, Functional Verification, Financial Analysis, Corporate Finance, Microeconomics, Managerial Economics, Requirements Gathering, Test Automation, Test Management, Earned Value Management, Program Management, Software Engineering, Security Clearance, Software Development, Leadership, DoD, Process Improvement, Testing, Analysis, Project Management, Integration
Education
New Jersey Institute of Technology 2011 — 2014
Master of Science (MS), Information Systems and Services
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (BS), Business Administration - Concentration in Economics and Finance
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (BS), Computer Management Information Systems
Lockheed Martin May 2008 - Present
Avon January 2014 - Present
National Defense Transportation Association 2009 - 2014
Edward Jones May 2007 - August 2007
Skills
Systems Engineering, Test Engineering, Requirements Analysis, Integration Testing, Internal Audit, System Architecture, Data Management, Database Design, Functional Verification, Financial Analysis, Corporate Finance, Microeconomics, Managerial Economics, Requirements Gathering, Test Automation, Test Management, Earned Value Management, Program Management, Software Engineering, Security Clearance, Software Development, Leadership, DoD, Process Improvement, Testing, Analysis, Project Management, Integration
Education
New Jersey Institute of Technology 2011 — 2014
Master of Science (MS), Information Systems and Services
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (BS), Business Administration - Concentration in Economics and Finance
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (BS), Computer Management Information Systems
Bill Erwin Bill Erwin's Edward Jones Experience 2009 - 2010
Job Financial Services Manager at Classic Chevrolet of Kannapolis
Industry Financial Services
Experience
Classic Chevrolet of Kannapolis May 2013 - Present
Thrivent Financial February 2011 - April 2013
Edward Jones 2009 - 2010
Key Point Lending 2004 - 2008
Flow Automotive Companies 1999 - 2004
Crown Automotive 1982 - 1999
Skills
Mortgage Lending, Leadership, Customer Satisfaction, Automotive Sales, Investments, Loans, IRAs, Credit, Uniform Combined State..., Financial Analysis, Financial Planning, Financial Services..., New Car Sales Manager, Strategic Financial..., Process Improvement, Team Building, Customer Retention, Dealers, Financial Services, Sales, Customer Service, Sales Management, Finance, Banking, Small Business, Insurance, Risk Management, Marketing, Training, Business Planning, Strategic Planning, Management
Education
North Carolina Agricultural and Technical State University 1975 — 1980
BS, Business Administration
Classic Chevrolet of Kannapolis May 2013 - Present
Thrivent Financial February 2011 - April 2013
Edward Jones 2009 - 2010
Key Point Lending 2004 - 2008
Flow Automotive Companies 1999 - 2004
Crown Automotive 1982 - 1999
Skills
Mortgage Lending, Leadership, Customer Satisfaction, Automotive Sales, Investments, Loans, IRAs, Credit, Uniform Combined State..., Financial Analysis, Financial Planning, Financial Services..., New Car Sales Manager, Strategic Financial..., Process Improvement, Team Building, Customer Retention, Dealers, Financial Services, Sales, Customer Service, Sales Management, Finance, Banking, Small Business, Insurance, Risk Management, Marketing, Training, Business Planning, Strategic Planning, Management
Education
North Carolina Agricultural and Technical State University 1975 — 1980
BS, Business Administration
Harper Pridgen Harper Pridgen's Edward Jones Experience January 2010 - August 2010
Job Technical Support Engineer at Merck
Industry Financial Services
Experience
Merck October 2010 - Present
Edward Jones January 2010 - August 2010
ATEX Technologies, Inc. June 2009 - September 2009
Skills
Microsoft Office, Six Sigma, Product Development, Microsoft Excel, Medical Devices, Quality Assurance, Process Improvement, Cross-functional Team..., Continuous Improvement, Manufacturing, Troubleshooting, Project Management, Data Analysis, Lean Manufacturing, FDA, R&D, GMP, Leadership, Engineering, Quality Management, Process Engineering, DMAIC
Education
North Carolina State University
Merck October 2010 - Present
Edward Jones January 2010 - August 2010
ATEX Technologies, Inc. June 2009 - September 2009
Skills
Microsoft Office, Six Sigma, Product Development, Microsoft Excel, Medical Devices, Quality Assurance, Process Improvement, Cross-functional Team..., Continuous Improvement, Manufacturing, Troubleshooting, Project Management, Data Analysis, Lean Manufacturing, FDA, R&D, GMP, Leadership, Engineering, Quality Management, Process Engineering, DMAIC
Education
North Carolina State University
Penny Young's Edward Jones Experience April 2003 - January 2006
Job Vice President, Business Development
Industry Financial Services
Experience
Sheffield Financial January 2006 - Present
Edward Jones April 2003 - January 2006
Wachovia Bank March 1997 - April 2003
Skills
Relationship Management, Consumer Lending, Remote Deposit Capture, Credit Analysis, Business Development, Business Analysis, Contract Negotiation, Public Speaking, Salesforce.com, New Business Development, Business Strategy, Customer Service, Sales, Sales Management, Team Building, Strategic Planning
Education
North Carolina State University - College of Management 1993 — 1997
Business Administration, Marketing, Advertising, Finance
Sheffield Financial January 2006 - Present
Edward Jones April 2003 - January 2006
Wachovia Bank March 1997 - April 2003
Skills
Relationship Management, Consumer Lending, Remote Deposit Capture, Credit Analysis, Business Development, Business Analysis, Contract Negotiation, Public Speaking, Salesforce.com, New Business Development, Business Strategy, Customer Service, Sales, Sales Management, Team Building, Strategic Planning
Education
North Carolina State University - College of Management 1993 — 1997
Business Administration, Marketing, Advertising, Finance
Daryle Coppedge Daryle Coppedge's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
New Republic Savings Bank February 2006 - February 2014
Skills
Retirement Planning, 401k Rollovers, Retirement, Bonds, Roth IRA, Traditional IRA, Annuities, Simple IRA, SEP IRA, 529 Plans, Portfolio and..., Common Stocks
Education
North Carolina Wesleyan College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones February 2014 - Present
New Republic Savings Bank February 2006 - February 2014
Skills
Retirement Planning, 401k Rollovers, Retirement, Bonds, Roth IRA, Traditional IRA, Annuities, Simple IRA, SEP IRA, 529 Plans, Portfolio and..., Common Stocks
Education
North Carolina Wesleyan College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
PJ Preddy's Edward Jones Experience May 2008 - July 2010
Job Commander Headquarters and Headquarters Company, 30th Brigade Combat Team at NC National Guard
Industry Military
Experience
North Carolina National Guard August 2013 - Present
North Carolina National Guard March 2014 - October 2014
Republic Services Inc June 2012 - December 2012
TCI May 2010 - December 2011
Edward Jones May 2008 - July 2010
US Army March 1996 - July 2007
Skills
Financial Management, Logistics Management, Leadership, Full P&L Responsibility, P&L Analysis, Operating Expenses, Problem Solving, Project Management, Financial Services, Accounting, Revenue Forecasting, Revenue Cycle Management, Revenue Streams, Corporate Financial..., Managerial Finance, Leadership Development, Human Resources, Business Planning, P&L Management, Sales Management, Sales Operations, Customer Service, Fundraising, Team Building, Training, Army, Military Experience, Management, Military, Operational Planning, Team Leadership, Security Clearance, Military Operations
Education
University of Phoenix 2006 — 2008
MBA, Business Administration and Management, General, 3.56
North Carolina State University 2000 — 2002
BA, Sociology
North Carolina National Guard August 2013 - Present
North Carolina National Guard March 2014 - October 2014
Republic Services Inc June 2012 - December 2012
TCI May 2010 - December 2011
Edward Jones May 2008 - July 2010
US Army March 1996 - July 2007
Skills
Financial Management, Logistics Management, Leadership, Full P&L Responsibility, P&L Analysis, Operating Expenses, Problem Solving, Project Management, Financial Services, Accounting, Revenue Forecasting, Revenue Cycle Management, Revenue Streams, Corporate Financial..., Managerial Finance, Leadership Development, Human Resources, Business Planning, P&L Management, Sales Management, Sales Operations, Customer Service, Fundraising, Team Building, Training, Army, Military Experience, Management, Military, Operational Planning, Team Leadership, Security Clearance, Military Operations
Education
University of Phoenix 2006 — 2008
MBA, Business Administration and Management, General, 3.56
North Carolina State University 2000 — 2002
BA, Sociology
Stephen D. Jones's Edward Jones Experience October 2009 - May 2010
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC May 2011 - Present
Wells Fargo Advisors Financial Network June 2010 - May 2011
Edward Jones October 2009 - May 2010
Skills
Small Business..., Financial Needs Analysis, Generational Wealth..., Business Succession..., Strategic Asset..., Trusts and Estates, Charitable Giving..., Key Person Insurance, Long Term Care Insurance, Retirement Income..., Debt Reduction, Account Consolidation, Income Benefits in..., Life Insurance, Disability Insurance, Succession Planning, Retirement, Financial Services, Strategy, Business Strategy, Finance, Insurance
Education
North Carolina State University 2004 — 2006
Bachelor of Science (B.S.), American History (United States)
Providence Day School 1989 — 2002
High School Diploma
Virginia Tech
AXA Advisors, LLC May 2011 - Present
Wells Fargo Advisors Financial Network June 2010 - May 2011
Edward Jones October 2009 - May 2010
Skills
Small Business..., Financial Needs Analysis, Generational Wealth..., Business Succession..., Strategic Asset..., Trusts and Estates, Charitable Giving..., Key Person Insurance, Long Term Care Insurance, Retirement Income..., Debt Reduction, Account Consolidation, Income Benefits in..., Life Insurance, Disability Insurance, Succession Planning, Retirement, Financial Services, Strategy, Business Strategy, Finance, Insurance
Education
North Carolina State University 2004 — 2006
Bachelor of Science (B.S.), American History (United States)
Providence Day School 1989 — 2002
High School Diploma
Virginia Tech
Chris Kruse Chris Kruse's Edward Jones Experience September 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2006 - Present
Skills
Retirement Planning, Series 7, Wealth Management
Education
College for Financial Planning 2012 — 2013
Certified Financial Planner (CFP)
University of Minnesota-Twin Cities 2002 — 2004
Bachelor of Arts (B.A.), Economics
North Hennepin Community College 2000 — 2002
Associate of Arts (A.A.)
Edward Jones September 2006 - Present
Skills
Retirement Planning, Series 7, Wealth Management
Education
College for Financial Planning 2012 — 2013
Certified Financial Planner (CFP)
University of Minnesota-Twin Cities 2002 — 2004
Bachelor of Arts (B.A.), Economics
North Hennepin Community College 2000 — 2002
Associate of Arts (A.A.)
Thomas Filipowicz Thomas Filipowicz's Edward Jones Experience January 2009 - September 2010
Job Senior Financial Advisor CapitalOne, Ridgewood NJ
Industry Financial Services
Experience
Capital One Bank December 2013 - Present
JP Morgan Securities September 2010 - December 2013
Edward Jones January 2009 - September 2010
Skills
Retirement Income..., Retirement Planning, Series 7, Series 66, Retirement, Languages
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA), Marketing
New Jersey Institute of Technology
Bachelor of Science (BS), Civil Engineering
Capital One Bank December 2013 - Present
JP Morgan Securities September 2010 - December 2013
Edward Jones January 2009 - September 2010
Skills
Retirement Income..., Retirement Planning, Series 7, Series 66, Retirement, Languages
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA), Marketing
New Jersey Institute of Technology
Bachelor of Science (BS), Civil Engineering
Luke Dean Luke Dean's Edward Jones Experience June 2008 - August 2009
Job Associate Claims Specialist at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2014 - Present
JP Morgan Chase January 2012 - November 2014
JPMorgan Chase September 2009 - February 2012
Edward Jones June 2008 - August 2009
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, Consumer Lending, Commercial Lending, FHA financing, Small Business Lending, Underwriting, Mortgage Underwriting, USDA, Financial Services
Education
North Central College 2003 — 2008
Bachelor of Arts (B.A.), History
Liberty Mutual Insurance December 2014 - Present
JP Morgan Chase January 2012 - November 2014
JPMorgan Chase September 2009 - February 2012
Edward Jones June 2008 - August 2009
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, Consumer Lending, Commercial Lending, FHA financing, Small Business Lending, Underwriting, Mortgage Underwriting, USDA, Financial Services
Education
North Central College 2003 — 2008
Bachelor of Arts (B.A.), History
Holly Pitre's Edward Jones Experience May 2007 - May 2009
Job Inventory Analyst at K&B Industries
Industry Oil & Energy
Experience
K&B Industries September 2014 - Present
Halliburton June 2013 - September 2014
Office of the Public Defender July 2012 - June 2013
Chick-fil-A April 2010 - July 2012
Lanaux & Felger CPA's October 2002 - April 2012
Terrebonne General Medical Center May 2008 - April 2010
Edward Jones May 2007 - May 2009
Petroleum Laboratories April 2000 - August 2002
Terrebonne General Medical Center April 1999 - January 2000
Dermatology and Allergy Clinic August 1997 - April 1999
Skills
Organization, Typing, Filing, Oilfield, SAP, Employee Benefits, Microsoft Excel, Invoicing, Administrative..., Marketing, Outlook, Spreadsheets, Office Management, Office Administration
Education
Terrebonne High School 1995 — 1998
Nicholls State University
K&B Industries September 2014 - Present
Halliburton June 2013 - September 2014
Office of the Public Defender July 2012 - June 2013
Chick-fil-A April 2010 - July 2012
Lanaux & Felger CPA's October 2002 - April 2012
Terrebonne General Medical Center May 2008 - April 2010
Edward Jones May 2007 - May 2009
Petroleum Laboratories April 2000 - August 2002
Terrebonne General Medical Center April 1999 - January 2000
Dermatology and Allergy Clinic August 1997 - April 1999
Skills
Organization, Typing, Filing, Oilfield, SAP, Employee Benefits, Microsoft Excel, Invoicing, Administrative..., Marketing, Outlook, Spreadsheets, Office Management, Office Administration
Education
Terrebonne High School 1995 — 1998
Nicholls State University
Angela Blanchard's Edward Jones Experience October 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Skills
Fixed Annuities, Variable Annuities, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, Stocks, Bonds, Mutual Funds
Education
Nicholls State University
Edward Jones October 2009 - Present
Skills
Fixed Annuities, Variable Annuities, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, Stocks, Bonds, Mutual Funds
Education
Nicholls State University
Chris Caspers Chris Caspers's Edward Jones Experience August 2011 - Present
Job Financial Advisor & Limited Partner at Edward Jones (Quad Cities, IL/IA)
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Edward Jones November 2005 - July 2011
Edward Jones August 2004 - November 2005
Edward Jones January 2003 - July 2004
Holiday Inn hotel and conventions September 1998 - August 2002
International Hockey Schools 1994 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Financial Advisory, Leadership, Fixed Annuities, Financial Analysis, Life Insurance, Strategic Planning, Negotiation, 401k, Budgets, Team Building, Sales, Bonds, ETFs, Series 7, Customer Satisfaction, Critical Thinking, Financial Risk, Marketing, Long-term Care, Stocks, Training, Investment Advisory, Project Management, Organizational..., Compliance, Hospitality Management, Interviews, Internal Audit, Key Performance..., Loans, Managerial Finance, Risk Assessment, Strategic Partnerships, Accounting, Teamwork, Management, Public Relations, Event Management, Team Leadership, Marketing Strategy, Coaching, New Business Development, Troubleshooting, Advertising, Insurance, Wealth
Education
North Dakota State University 1999 — 2002
Bachelor's of science degree/minor in Business, Major in Hotel, Resort and Restaurant Management, Minor in Business
North Dakota State College of Science 1998 — 1999
Business Administration and Management, General
St Marys University 1997 — 1998
Business Administration and Management, General
Edward Jones August 2011 - Present
Edward Jones November 2005 - July 2011
Edward Jones August 2004 - November 2005
Edward Jones January 2003 - July 2004
Holiday Inn hotel and conventions September 1998 - August 2002
International Hockey Schools 1994 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Financial Advisory, Leadership, Fixed Annuities, Financial Analysis, Life Insurance, Strategic Planning, Negotiation, 401k, Budgets, Team Building, Sales, Bonds, ETFs, Series 7, Customer Satisfaction, Critical Thinking, Financial Risk, Marketing, Long-term Care, Stocks, Training, Investment Advisory, Project Management, Organizational..., Compliance, Hospitality Management, Interviews, Internal Audit, Key Performance..., Loans, Managerial Finance, Risk Assessment, Strategic Partnerships, Accounting, Teamwork, Management, Public Relations, Event Management, Team Leadership, Marketing Strategy, Coaching, New Business Development, Troubleshooting, Advertising, Insurance, Wealth
Education
North Dakota State University 1999 — 2002
Bachelor's of science degree/minor in Business, Major in Hotel, Resort and Restaurant Management, Minor in Business
North Dakota State College of Science 1998 — 1999
Business Administration and Management, General
St Marys University 1997 — 1998
Business Administration and Management, General
Karen Pavlock Karen Pavlock's Edward Jones Experience August 2013 - Present
Job Business Instructor, Adjunct St. Johns River State College & Investment Service Specialist Edward Jones
Industry Higher Education
Experience
St. Johns River State College August 2014 - Present
Edward Jones August 2013 - Present
AMERICAN SYSTEMS March 2013 - August 2013
AMERICAN SYSTEMS July 2012 - March 2013
AMERICAN SYSTEMS May 2011 - July 2012
AES Somerset, LLC May 1999 - May 2011
Skills
Myers-Briggs Certified, Instructor-led Training, E-Learning, Training, Employee Training, Curriculum Development, Program Management, Leadership Development, Staff Development, Workshop Facilitation, Leadership, Curriculum Design, Teaching, Microsoft Office, Team Leadership, Human Resources, Instructional Design, Budgets
Education
Niagara University 1993 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Geneseo 1974 — 1977
Bachelor of Arts (B.A.), Speech Communication
St. Johns River State College August 2014 - Present
Edward Jones August 2013 - Present
AMERICAN SYSTEMS March 2013 - August 2013
AMERICAN SYSTEMS July 2012 - March 2013
AMERICAN SYSTEMS May 2011 - July 2012
AES Somerset, LLC May 1999 - May 2011
Skills
Myers-Briggs Certified, Instructor-led Training, E-Learning, Training, Employee Training, Curriculum Development, Program Management, Leadership Development, Staff Development, Workshop Facilitation, Leadership, Curriculum Design, Teaching, Microsoft Office, Team Leadership, Human Resources, Instructional Design, Budgets
Education
Niagara University 1993 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Geneseo 1974 — 1977
Bachelor of Arts (B.A.), Speech Communication
Toby Lafont's Edward Jones Experience August 1997 - April 2003
Job LPL Financial Planner at DL Wealth Management
Industry Financial Services
Experience
DL Wealth Management LLC April 2003 - Present
Edward Jones August 1997 - April 2003
Education
Nicholls State University 1991 — 1996
Bachelors of Science, Finance
E.D. White Catholic School 1986 — 1991
Diploma
DL Wealth Management LLC April 2003 - Present
Edward Jones August 1997 - April 2003
Education
Nicholls State University 1991 — 1996
Bachelors of Science, Finance
E.D. White Catholic School 1986 — 1991
Diploma
Brenner Boyd Brenner Boyd's Edward Jones Experience 2001 - 2002
Job Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors, LLC August 2007 - December 2013
Wachovia November 2004 - August 2007
SouthTrust Bank April 2002 - October 2004
Edward Jones 2001 - 2002
RBC Royal Bank 1993 - 2001
Skills
Investments, Wealth Management, Banking, Financial Services, Finance, Credit, Loans, Series 7, Financial Advisory, Management, New Business Development, Sales, Sales Operations, Private Banking, Series 63
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Management
North Carolina State University 1989 — 1993
Bachelors, Finance and Economics
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors, LLC August 2007 - December 2013
Wachovia November 2004 - August 2007
SouthTrust Bank April 2002 - October 2004
Edward Jones 2001 - 2002
RBC Royal Bank 1993 - 2001
Skills
Investments, Wealth Management, Banking, Financial Services, Finance, Credit, Loans, Series 7, Financial Advisory, Management, New Business Development, Sales, Sales Operations, Private Banking, Series 63
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Management
North Carolina State University 1989 — 1993
Bachelors, Finance and Economics
Barbara Kingrey's Edward Jones Experience March 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2007 - Present
Business Enterprise Enablers, Inc. December 2003 - March 2007
Quintiles Transnational September 2004 - September 2005
GlaxoSmithKline June 1989 - December 2003
Wal-Mart Stores April 1988 - March 1989
Michelin Tire Corporation August 1983 - March 1988
Skills
Strategic Planning, Process Improvement, Cross-functional Team..., Team Building, Coaching, Business Analysis, Strategy, Budgets, Change Management, Program Management, Business Planning, Management, Leadership, Business Development, Customer Service, Investments, Finance, Business Strategy, Risk Management, Analysis, Entrepreneurship, Financial Analysis, Portfolio Management, Project Management, Business Process..., Business Process, Insurance, Retirement, Strategic Financial..., Small Business, Mergers & Acquisitions, Fixed Annuities, Time Management, Marketing, Banking, Sales, Start-ups, CRM, Management Consulting, New Business Development, Training, Team Leadership, Leadership Development, Vendor Management, Long-term Care, Executive Management, Sales Management, Organizational..., Life Insurance, Employee Benefits
Education
North Carolina State University 1976 — 1980
BA/BA
Millbrook High School 1973 — 1976
Edward Jones March 2007 - Present
Business Enterprise Enablers, Inc. December 2003 - March 2007
Quintiles Transnational September 2004 - September 2005
GlaxoSmithKline June 1989 - December 2003
Wal-Mart Stores April 1988 - March 1989
Michelin Tire Corporation August 1983 - March 1988
Skills
Strategic Planning, Process Improvement, Cross-functional Team..., Team Building, Coaching, Business Analysis, Strategy, Budgets, Change Management, Program Management, Business Planning, Management, Leadership, Business Development, Customer Service, Investments, Finance, Business Strategy, Risk Management, Analysis, Entrepreneurship, Financial Analysis, Portfolio Management, Project Management, Business Process..., Business Process, Insurance, Retirement, Strategic Financial..., Small Business, Mergers & Acquisitions, Fixed Annuities, Time Management, Marketing, Banking, Sales, Start-ups, CRM, Management Consulting, New Business Development, Training, Team Leadership, Leadership Development, Vendor Management, Long-term Care, Executive Management, Sales Management, Organizational..., Life Insurance, Employee Benefits
Education
North Carolina State University 1976 — 1980
BA/BA
Millbrook High School 1973 — 1976
Gary Yost, M.B.A.'s Edward Jones Experience January 2003 - March 2003
Job Mfg Engineer III Process Improvement Specialist
Industry Airlines/Aviation
Experience
Gulfstream Aerospace November 2012 - Present
Boeing March 2012 - August 2012
Intrepid Learning February 2011 - February 2012
Boeing January 2008 - August 2010
Case-New Holland September 2007 - December 2007
Parks and Recreation Dept, Wichita KS (via Syndeo Outsourcing) May 2007 - September 2007
New York Life Insurance Company September 2005 - September 2006
AXA Advisors July 2003 - September 2005
Chapman Securities (company no longer exists) March 2003 - July 2003
Edward Jones January 2003 - March 2003
Skills
Process Improvement, Value Chain Analysis, Thinking Outside The Box, Quality Management, Coaching and Consulting, Mentoring, Team Mentoring, Value Stream Mapping, Kaizen, Lean Manufacturing, Supply Chain..., Aerospace, Aircraft, Aviation, Engineering, Project Management, Project Planning, Microsoft Office, Program Management, Catia, ENOVIA LCA, ENOVIA SmarTeam, Velocity, Work Instructions, Databases, Design for Manufacturing, Quality Assurance, Continuous Improvement, Software Development, Systems Engineering, Mechanical Engineering, Manufacturing, Training, Design Engineering, Sheet Metal, Industrial Engineering, SmarTeam, Cross-functional Team..., Earned Value Management, Aircraft Design, Supply Chain, Analysis, Testing, CATIA
Education
Newman University 2002 — 2004
Master of Business Administration (M.B.A.), Organizational Leadership
Newman University 1989 — 1998
Bachelor's Degree, Business Management and Total Quality Management (dual)
Wichita State University 1973 — 1974
no degree, Graphic Design
Gulfstream Aerospace November 2012 - Present
Boeing March 2012 - August 2012
Intrepid Learning February 2011 - February 2012
Boeing January 2008 - August 2010
Case-New Holland September 2007 - December 2007
Parks and Recreation Dept, Wichita KS (via Syndeo Outsourcing) May 2007 - September 2007
New York Life Insurance Company September 2005 - September 2006
AXA Advisors July 2003 - September 2005
Chapman Securities (company no longer exists) March 2003 - July 2003
Edward Jones January 2003 - March 2003
Skills
Process Improvement, Value Chain Analysis, Thinking Outside The Box, Quality Management, Coaching and Consulting, Mentoring, Team Mentoring, Value Stream Mapping, Kaizen, Lean Manufacturing, Supply Chain..., Aerospace, Aircraft, Aviation, Engineering, Project Management, Project Planning, Microsoft Office, Program Management, Catia, ENOVIA LCA, ENOVIA SmarTeam, Velocity, Work Instructions, Databases, Design for Manufacturing, Quality Assurance, Continuous Improvement, Software Development, Systems Engineering, Mechanical Engineering, Manufacturing, Training, Design Engineering, Sheet Metal, Industrial Engineering, SmarTeam, Cross-functional Team..., Earned Value Management, Aircraft Design, Supply Chain, Analysis, Testing, CATIA
Education
Newman University 2002 — 2004
Master of Business Administration (M.B.A.), Organizational Leadership
Newman University 1989 — 1998
Bachelor's Degree, Business Management and Total Quality Management (dual)
Wichita State University 1973 — 1974
no degree, Graphic Design
Haley Cox's Edward Jones Experience December 2009 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2009 - Present
Alaska Dreams, Inc August 2013 - July 2014
Skills
Customer Service, Organization &..., Build Strong..., Communication Skills, Close Attention to..., Phone Etiquette, Computer Proficiency, Account Management, Document Preparation, Client Relations Skills, Accounts Payable, Critical Thinking, Strongly self-motivated, Accounts Receivable, Marketing Communications, Appointment Scheduling, Administrative Work, Microsoft Office
Education
The University of Texas at Arlington 2008 — 2009
No degree obtained, Business Administration and Management, General
Texas Woman's University 2006 — 2008
No degree obtained, Business Administration and Management, General
North Central Texas College 2004 — 2005
No degree obtained, Business Administration and Management, General
Edward Jones December 2009 - Present
Alaska Dreams, Inc August 2013 - July 2014
Skills
Customer Service, Organization &..., Build Strong..., Communication Skills, Close Attention to..., Phone Etiquette, Computer Proficiency, Account Management, Document Preparation, Client Relations Skills, Accounts Payable, Critical Thinking, Strongly self-motivated, Accounts Receivable, Marketing Communications, Appointment Scheduling, Administrative Work, Microsoft Office
Education
The University of Texas at Arlington 2008 — 2009
No degree obtained, Business Administration and Management, General
Texas Woman's University 2006 — 2008
No degree obtained, Business Administration and Management, General
North Central Texas College 2004 — 2005
No degree obtained, Business Administration and Management, General
Emily Claire Goldman Emily Claire Goldman's Edward Jones Experience June 2012 - October 2012
Job Legal Intern at Inclusive Development International
Industry International Affairs
Experience
Society for Democratic Initiatives, Sierra Leone May 2015 - Present
Inclusive Development International April 2015 - Present
Human Rights Watch September 2014 - May 2015
World Bank Group October 2014 - October 2014
Human Rights Brief September 2013 - June 2014
Edward Jones June 2012 - October 2012
Skills
Human Rights, International Relations, Research, Public Policy, Legal Writing, Policy Analysis, Politics, Political Science, Legal Research, Microsoft Office, Nonprofits, International Human..., International Law, Foreign Policy, International..., Westlaw, Corporate Social..., Foreign Affairs, Economic Development, SDC Platinum, Bloomberg Terminal, Thomson One Banker
Education
American University, Washington College of Law 2013 — 2016
Doctor of Law (J.D.)/Master of Arts (M.A.), International Human Rights and Development
The London School of Economics and Political Science (LSE) 2011 — 2013
Bachelor of Science (BSc), Social Anthropology, Upper Second Class Honours (2:1)
New York University 2009 — 2011
Society for Democratic Initiatives, Sierra Leone May 2015 - Present
Inclusive Development International April 2015 - Present
Human Rights Watch September 2014 - May 2015
World Bank Group October 2014 - October 2014
Human Rights Brief September 2013 - June 2014
Edward Jones June 2012 - October 2012
Skills
Human Rights, International Relations, Research, Public Policy, Legal Writing, Policy Analysis, Politics, Political Science, Legal Research, Microsoft Office, Nonprofits, International Human..., International Law, Foreign Policy, International..., Westlaw, Corporate Social..., Foreign Affairs, Economic Development, SDC Platinum, Bloomberg Terminal, Thomson One Banker
Education
American University, Washington College of Law 2013 — 2016
Doctor of Law (J.D.)/Master of Arts (M.A.), International Human Rights and Development
The London School of Economics and Political Science (LSE) 2011 — 2013
Bachelor of Science (BSc), Social Anthropology, Upper Second Class Honours (2:1)
New York University 2009 — 2011
Nick Landi Nick Landi's Edward Jones Experience 2007 - July 2013
Job Mill manager
Industry Building Materials
Experience
Interstate Resources, Inc. November 2013 - Present
Edward Jones 2007 - July 2013
Mebane Lumber Co September 1987 - August 2004
Skills
Building Materials, Operations Management, Customer Service, Customer Experience, Customer Support, Exceptional People..., Operational Excellence, Corporate Social..., Small Business, Strategic Partnerships, Wood, Negotiation, Customer Satisfaction
Education
North Carolina State University 1980 — 1984
Bachelor of Science (BS), Political Science and Government
Episcopal High School 1977 — 1980
Interstate Resources, Inc. November 2013 - Present
Edward Jones 2007 - July 2013
Mebane Lumber Co September 1987 - August 2004
Skills
Building Materials, Operations Management, Customer Service, Customer Experience, Customer Support, Exceptional People..., Operational Excellence, Corporate Social..., Small Business, Strategic Partnerships, Wood, Negotiation, Customer Satisfaction
Education
North Carolina State University 1980 — 1984
Bachelor of Science (BS), Political Science and Government
Episcopal High School 1977 — 1980
Rochelle Robertson Koehly Rochelle Robertson Koehly's Edward Jones Experience March 2012 - Present
Job On Call BOA at Edward Jones
Industry Education Management
Experience
Edward Jones March 2012 - Present
UMC Preschool August 2008 - Present
Altell Communications May 1997 - October 2004
Motorola Solutions 2003 - 2004
Education
Chillicothe High School
North Central Missouri College
Associate of Arts (AA)
Edward Jones March 2012 - Present
UMC Preschool August 2008 - Present
Altell Communications May 1997 - October 2004
Motorola Solutions 2003 - 2004
Education
Chillicothe High School
North Central Missouri College
Associate of Arts (AA)
Shane M. Palmer's Edward Jones Experience February 2013 - April 2013
Job Financial Advisor/ Coowner at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - April 2013
Edward Jones October 2012 - February 2013
Edward Jones May 2012 - October 2012
Niagara University August 2007 - May 2011
Catholic Health-Sisters Hospital October 2010 - February 2011
Eastman Kodak June 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Capital IQ, Access, SPSS, Microsoft Excel, SAS, VBA, Time Management, Business Strategy, Staff Development, Program Management, PowerPoint, Statistics, Financial Reporting, Market Research, Microsoft Word, Microsoft Office, Research, Corporate Finance, Financial Services, Financial Advisory, Series 7, Series 66, Strategic Financial..., Finance, Strategic Planning, Investments, Strategy, Sales, Wealth Management, Leadership
Education
Niagara University 2007 — 2011
Bachelor of Science, Finance/ International Business
Schiller International University 2009 — 2009
Coursework, International Business
Edward Jones February 2013 - April 2013
Edward Jones October 2012 - February 2013
Edward Jones May 2012 - October 2012
Niagara University August 2007 - May 2011
Catholic Health-Sisters Hospital October 2010 - February 2011
Eastman Kodak June 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Capital IQ, Access, SPSS, Microsoft Excel, SAS, VBA, Time Management, Business Strategy, Staff Development, Program Management, PowerPoint, Statistics, Financial Reporting, Market Research, Microsoft Word, Microsoft Office, Research, Corporate Finance, Financial Services, Financial Advisory, Series 7, Series 66, Strategic Financial..., Finance, Strategic Planning, Investments, Strategy, Sales, Wealth Management, Leadership
Education
Niagara University 2007 — 2011
Bachelor of Science, Finance/ International Business
Schiller International University 2009 — 2009
Coursework, International Business
Natalie Cotter Natalie Cotter's Edward Jones Experience November 2009 - August 2012
Job Courtroom Clerk at Wicomico County Circuit Court
Industry Government Administration
Experience
Wicomico County Circuit Court August 2012 - Present
Edward Jones November 2009 - August 2012
The Center for Autism and Related Disorders, Inc. (CARD) September 2005 - October 2009
Education
North Carolina State University 1997 — 2002
Bachelor of Arts (BA), Criminology
Wicomico County Circuit Court August 2012 - Present
Edward Jones November 2009 - August 2012
The Center for Autism and Related Disorders, Inc. (CARD) September 2005 - October 2009
Education
North Carolina State University 1997 — 2002
Bachelor of Arts (BA), Criminology
Howard Chan, CFP ® Howard Chan, CFP ®'s Edward Jones Experience March 2008 - January 2011
Job President at H&C Financial Services LLC
Industry Financial Services
Experience
H&C Financial Services LLC August 2011 - Present
H&C Financial Services June 2011 - Present
HSBC January 2011 - May 2011
Edward Jones March 2008 - January 2011
Edward Jones September 2007 - January 2011
United Parcel Services January 2005 - September 2007
United Parcel Services January 1995 - December 2001
Skills
Investments, Financial Services, Insurance, Portfolio Management, Estate Planning, Retirement Planning
Education
New York University
Bachelor of Science, Computer Science
H&C Financial Services LLC August 2011 - Present
H&C Financial Services June 2011 - Present
HSBC January 2011 - May 2011
Edward Jones March 2008 - January 2011
Edward Jones September 2007 - January 2011
United Parcel Services January 2005 - September 2007
United Parcel Services January 1995 - December 2001
Skills
Investments, Financial Services, Insurance, Portfolio Management, Estate Planning, Retirement Planning
Education
New York University
Bachelor of Science, Computer Science
George Trojaniak George Trojaniak's Edward Jones Experience November 2009 - March 2010
Job Senior Financial Analyst at Wilton Brands
Industry Financial Services
Experience
Wilton Brands October 2014 - Present
Zocalo Group February 2013 - September 2014
Zocalo Group March 2011 - February 2013
Millward Brown March 2010 - December 2010
Edward Jones November 2009 - March 2010
JPMorgan Chase May 2007 - November 2009
Marquette Bank May 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Customer Service, Marketing, Research, Sales, Market Analysis, Year End Accounts, Accounting, Analysis, Budgets, Cash Flow, Email, Finance, Financial Analysis, Income Statement, Management, Management Development, Marketing Communications, Marketing Strategy, Outlook, Photoshop, PowerPoint, Social Media, Social Networking, Typing, Word Processing, Social Media Marketing
Education
North Central College 2008 — 2011
Masters, Business Administration with; Finance
Northern Illinois University 2004 — 2007
Bachelor of Science, Finance
Lemont
Wilton Brands October 2014 - Present
Zocalo Group February 2013 - September 2014
Zocalo Group March 2011 - February 2013
Millward Brown March 2010 - December 2010
Edward Jones November 2009 - March 2010
JPMorgan Chase May 2007 - November 2009
Marquette Bank May 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Customer Service, Marketing, Research, Sales, Market Analysis, Year End Accounts, Accounting, Analysis, Budgets, Cash Flow, Email, Finance, Financial Analysis, Income Statement, Management, Management Development, Marketing Communications, Marketing Strategy, Outlook, Photoshop, PowerPoint, Social Media, Social Networking, Typing, Word Processing, Social Media Marketing
Education
North Central College 2008 — 2011
Masters, Business Administration with; Finance
Northern Illinois University 2004 — 2007
Bachelor of Science, Finance
Lemont
Jack (Fry Jack) Fry Jack (Fry Jack) Fry's Edward Jones Experience January 2003 - January 2008
Job Director, Treasurer, USAF Academy Association of Graduates, Treasurer Monument Hill Kiwanis,
Industry Financial Services
Experience
Monument Hill Kiwanis July 2010 - Present
USAFA AOG Board of Directors 2010 - Present
Monument Hill Foundation 2010 - Present
The Fry Patriarch July 1997 - Present
Monument Hill SERTOMA January 2010 - July 2010
Edward Jones January 2003 - January 2008
Tri-lakes Chamber of Commerce 2007 - 2008
Air Force Space Warfare Center June 1995 - July 1996
52nd Fighter Wing July 1991 - July 1992
USAF Academy 1986 - 1988
Skills
Strategic Planning, Financial Analysis, Microsoft Office, Estate Planning, Microsoft Excel, Public Speaking, Accounting, Customer Service, Budgets, Investments, Financial Reporting, Strategic Financial..., Financial Modeling, Team Building, Small Business, Risk Management, Banking, Project Management, Program Management, Corporate Finance, Alternative Investments, Insurance, Analysis, Leadership
Education
US Naval War College 1985 — 1986
Master of Arts (M.A.), National Security and Stragegic Studies
North Carolina State University 1967 — 1968
Master's degree, Applied Mathematics
USAFA 1963 — 1967
Bachelor of Science (BS), Mathematics
Monument Hill Kiwanis July 2010 - Present
USAFA AOG Board of Directors 2010 - Present
Monument Hill Foundation 2010 - Present
The Fry Patriarch July 1997 - Present
Monument Hill SERTOMA January 2010 - July 2010
Edward Jones January 2003 - January 2008
Tri-lakes Chamber of Commerce 2007 - 2008
Air Force Space Warfare Center June 1995 - July 1996
52nd Fighter Wing July 1991 - July 1992
USAF Academy 1986 - 1988
Skills
Strategic Planning, Financial Analysis, Microsoft Office, Estate Planning, Microsoft Excel, Public Speaking, Accounting, Customer Service, Budgets, Investments, Financial Reporting, Strategic Financial..., Financial Modeling, Team Building, Small Business, Risk Management, Banking, Project Management, Program Management, Corporate Finance, Alternative Investments, Insurance, Analysis, Leadership
Education
US Naval War College 1985 — 1986
Master of Arts (M.A.), National Security and Stragegic Studies
North Carolina State University 1967 — 1968
Master's degree, Applied Mathematics
USAFA 1963 — 1967
Bachelor of Science (BS), Mathematics
Bryce Ledet's Edward Jones Experience 2004 - 2007
Job Managing Director, Owner at Supporting Strategies New Orleans; Owner at Bryce Ledet, CPA A Professional Corporation
Industry Accounting
Experience
Supporting Strategies - New Orleans January 2015 - Present
Bryce Ledet, CPA A Professional Corporation 2009 - Present
Waguespack & Gallagher 2007 - 2009
Edward Jones 2004 - 2007
USI Insurance Services 2001 - 2004
Martin & Pellegrin, CPAs 1998 - 2001
Bourgeois Bennett 1997 - 1998
Skills
Accounting, Small Business, CPA, Financial Reporting, Financial Analysis, Budgets, Finance, Financial Accounting, Payroll, QuickBooks, Strategic Financial..., Tax, Internal Controls, Forecasting, Financial Planning, Operational Support, Bookkeeping, Accounts Payable, Accounts Receivable
Education
Nicholls State University 1993 — 1997
Bachelor's Degree, Accounting
Supporting Strategies - New Orleans January 2015 - Present
Bryce Ledet, CPA A Professional Corporation 2009 - Present
Waguespack & Gallagher 2007 - 2009
Edward Jones 2004 - 2007
USI Insurance Services 2001 - 2004
Martin & Pellegrin, CPAs 1998 - 2001
Bourgeois Bennett 1997 - 1998
Skills
Accounting, Small Business, CPA, Financial Reporting, Financial Analysis, Budgets, Finance, Financial Accounting, Payroll, QuickBooks, Strategic Financial..., Tax, Internal Controls, Forecasting, Financial Planning, Operational Support, Bookkeeping, Accounts Payable, Accounts Receivable
Education
Nicholls State University 1993 — 1997
Bachelor's Degree, Accounting
Ryan Evenson Ryan Evenson's Edward Jones Experience December 2008 - January 2011
Job City of Hallock Admin/Clerk
Industry Arts and Crafts
Experience
City of Hallock October 2013 - Present
Wild Rice Properties, LLC December 2001 - Present
West Coast Bank January 2011 - September 2013
Corban University March 2011 - May 2012
Pioneer Pacific College December 2010 - March 2011
Edward Jones December 2008 - January 2011
Keizer Chamber of Commerce January 2010 - December 2010
Marion County Planning Commission November 2007 - November 2010
Marion County Republican Central Committee November 2006 - November 2010
US Bank September 2005 - December 2008
Skills
Customer Service, Managerial Finance, Management, Sales, Strategic Planning, Marketing, Budgets, Banking, Team Building, Coaching, Credit, Investments, Finance, Customer Satisfaction, Loans, Small Business, Teaching, Insurance, Public Speaking, Training, Leadership Development, Leadership, Human Resources, Strategic Financial..., Fundraising, Event Planning, Time Management, Microsoft Excel, Non-profits, Public Relations, Real Estate, New Business Development, Business Development, Negotiation, Small Business Lending, Staff Development, Recruiting, Social Networking, Organizational..., Event Management, Community Outreach, Social Media, Policy, Marketing Strategy, Team Leadership, Volunteer Management
Education
University of Mary 2002 — 2008
Masters in Business Administration MBA, Management
University of Mary 2002 — 2006
Bachelor's Degree, Business Management
North Dakota State University 1999 — 2002
No Degree, Music and Business
City of Hallock October 2013 - Present
Wild Rice Properties, LLC December 2001 - Present
West Coast Bank January 2011 - September 2013
Corban University March 2011 - May 2012
Pioneer Pacific College December 2010 - March 2011
Edward Jones December 2008 - January 2011
Keizer Chamber of Commerce January 2010 - December 2010
Marion County Planning Commission November 2007 - November 2010
Marion County Republican Central Committee November 2006 - November 2010
US Bank September 2005 - December 2008
Skills
Customer Service, Managerial Finance, Management, Sales, Strategic Planning, Marketing, Budgets, Banking, Team Building, Coaching, Credit, Investments, Finance, Customer Satisfaction, Loans, Small Business, Teaching, Insurance, Public Speaking, Training, Leadership Development, Leadership, Human Resources, Strategic Financial..., Fundraising, Event Planning, Time Management, Microsoft Excel, Non-profits, Public Relations, Real Estate, New Business Development, Business Development, Negotiation, Small Business Lending, Staff Development, Recruiting, Social Networking, Organizational..., Event Management, Community Outreach, Social Media, Policy, Marketing Strategy, Team Leadership, Volunteer Management
Education
University of Mary 2002 — 2008
Masters in Business Administration MBA, Management
University of Mary 2002 — 2006
Bachelor's Degree, Business Management
North Dakota State University 1999 — 2002
No Degree, Music and Business
Kirk Camunez Kirk Camunez's Edward Jones Experience January 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2004 - Present
Intel Corporation October 1997 - October 2004
Skills
Strategic Financial..., Project Management, Financial Modeling, Retirement, Life Insurance, Mutual Funds, Process Improvement, Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Cross-functional Team..., Investments, Fixed Annuities, Business Analysis, Wealth Management, Program Management, Financial Services, Microsoft Office, Marketing, Finance, Portfolio Management, Series 7, IRAs, Estate Planning, Small Business, 401k, Financial Analysis, Risk Management, Financial Planners
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1998
MBA, Finance
New Mexico State University 1982 — 1987
BSME, Mechanical Engineering
Edward Jones January 2004 - Present
Intel Corporation October 1997 - October 2004
Skills
Strategic Financial..., Project Management, Financial Modeling, Retirement, Life Insurance, Mutual Funds, Process Improvement, Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Cross-functional Team..., Investments, Fixed Annuities, Business Analysis, Wealth Management, Program Management, Financial Services, Microsoft Office, Marketing, Finance, Portfolio Management, Series 7, IRAs, Estate Planning, Small Business, 401k, Financial Analysis, Risk Management, Financial Planners
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1998
MBA, Finance
New Mexico State University 1982 — 1987
BSME, Mechanical Engineering
Scott Hitchler Scott Hitchler's Edward Jones Experience April 2011 - March 2015
Job Financial Advisor at Saguaro Wealth Management, LLC
Industry Financial Services
Experience
Saguaro Wealth Management, LLC March 2015 - Present
Edward Jones April 2011 - March 2015
Skills
Financial Analysis, Investments, Portfolio Management, Contract Negotiation, Retirement Planning, Strategic Planning, Customer Service, Team Building
Education
New Mexico State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saguaro Wealth Management, LLC March 2015 - Present
Edward Jones April 2011 - March 2015
Skills
Financial Analysis, Investments, Portfolio Management, Contract Negotiation, Retirement Planning, Strategic Planning, Customer Service, Team Building
Education
New Mexico State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John Manseau's Edward Jones Experience May 2009 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones May 2009 - Present
Skills
Microsoft Office, Public Relations, PowerPoint, Research, Marketing, Marketing Strategy, Public Speaking, Management, Team Building, Strategic Planning, Leadership, Finance, Customer Service, Financial Analysis, Series 7
Education
New Mexico State University 1989 — 1993
Bachelor of Arts (B.A.), Marketing
Edward Jones May 2009 - Present
Skills
Microsoft Office, Public Relations, PowerPoint, Research, Marketing, Marketing Strategy, Public Speaking, Management, Team Building, Strategic Planning, Leadership, Finance, Customer Service, Financial Analysis, Series 7
Education
New Mexico State University 1989 — 1993
Bachelor of Arts (B.A.), Marketing
Gary Carroll Gary Carroll's Edward Jones Experience December 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2009 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies
Education
North Carolina State University 1976 — 1980
Piedmont Academy
Edward Jones December 2009 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies
Education
North Carolina State University 1976 — 1980
Piedmont Academy
Johnaustin Chapman Johnaustin Chapman's Edward Jones Experience October 2013 - Present
Job
Industry Investment Banking
Experience
Edward Jones October 2013 - Present
Enterprise Rent-A-Car November 2010 - October 2013
Lussuoso Bridal 2012 - 2013
UNC-Chapel hill Chemistry Department 2004 - 2007
Education
North Carolina State University - College of Management 2005 — 2010
Business Administration
Wake Forest University
Edward Jones October 2013 - Present
Enterprise Rent-A-Car November 2010 - October 2013
Lussuoso Bridal 2012 - 2013
UNC-Chapel hill Chemistry Department 2004 - 2007
Education
North Carolina State University - College of Management 2005 — 2010
Business Administration
Wake Forest University
Karriem Pierre. MBA's Edward Jones Experience March 2008 - December 2008
Job Banker
Industry Banking
Experience
Wells Fargo July 2014 - Present
Ledo Enterprises June 2013 - 2014
Park Avenue Securities & Common Wealth Planning October 2010 - February 2013
Edward Jones March 2008 - December 2008
Massachusetts Mutual September 2006 - March 2008
Skills
Series 7, Wealth Management, Analysis, Retirement Planning, Investments, Leadership Development, Training, Securities, Strategic Financial..., FINRA, Financial Analysis, Fixed Annuities, Management, Retirement, Life Insurance, Financial Services, Asset Allocation, Finance, Financial Advisory, Wealth Management..., 401k Rollovers, Portfolio Management, Long Term Care Insurance, Insurance, Fixed Income, Disability Insurance, Asset Management, Equities, Options, Risk Management, Credit, Relationship Management, Banking, Financial Modeling, Capital Markets, Uniform Combined State..., Mutual Funds, Derivatives, Series 63, Investment Advisory, Trading, Bloomberg, Hedge Funds, Series 6, Investment Strategies, Financial Planners, 401k, Corporate Finance, IRAs, Emerging Markets
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Norfolk State University 1993 — 1998
BA, Clinical Psychology
Wells Fargo July 2014 - Present
Ledo Enterprises June 2013 - 2014
Park Avenue Securities & Common Wealth Planning October 2010 - February 2013
Edward Jones March 2008 - December 2008
Massachusetts Mutual September 2006 - March 2008
Skills
Series 7, Wealth Management, Analysis, Retirement Planning, Investments, Leadership Development, Training, Securities, Strategic Financial..., FINRA, Financial Analysis, Fixed Annuities, Management, Retirement, Life Insurance, Financial Services, Asset Allocation, Finance, Financial Advisory, Wealth Management..., 401k Rollovers, Portfolio Management, Long Term Care Insurance, Insurance, Fixed Income, Disability Insurance, Asset Management, Equities, Options, Risk Management, Credit, Relationship Management, Banking, Financial Modeling, Capital Markets, Uniform Combined State..., Mutual Funds, Derivatives, Series 63, Investment Advisory, Trading, Bloomberg, Hedge Funds, Series 6, Investment Strategies, Financial Planners, 401k, Corporate Finance, IRAs, Emerging Markets
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Norfolk State University 1993 — 1998
BA, Clinical Psychology
Maria Misic Maria Misic's Edward Jones Experience August 2014 - February 2015
Job Inflight Operations
Industry Airlines/Aviation
Experience
United Airlines March 2015 - Present
Central News January 2015 - May 2015
Edward Jones August 2014 - February 2015
Republic Airways Holdings, Inc. January 2014 - August 2014
BMO Harris Bank February 2013 - December 2013
Abercrombie & Fitch September 2010 - February 2013
Skills
Recruiting, Sales, Budgets, Customer Service, Microsoft Office, Retail, Microsoft Excel, Customer Satisfaction, Visual Merchandising, Microsoft Word, PowerPoint, Inventory Management, Cash Management, Human Resources, Management, Hiring, Process Scheduler, Social Media
Education
North Central College
B.A., Print Journalism
United Airlines March 2015 - Present
Central News January 2015 - May 2015
Edward Jones August 2014 - February 2015
Republic Airways Holdings, Inc. January 2014 - August 2014
BMO Harris Bank February 2013 - December 2013
Abercrombie & Fitch September 2010 - February 2013
Skills
Recruiting, Sales, Budgets, Customer Service, Microsoft Office, Retail, Microsoft Excel, Customer Satisfaction, Visual Merchandising, Microsoft Word, PowerPoint, Inventory Management, Cash Management, Human Resources, Management, Hiring, Process Scheduler, Social Media
Education
North Central College
B.A., Print Journalism
Reed Bryant Reed Bryant's Edward Jones Experience April 2013 - November 2013
Job Southern Realtors
Industry Executive Office
Experience
Southern Realtors January 2001 - Present
Edward Jones April 2013 - November 2013
Regions Financial Corporation July 2005 - April 2011
Education
Norfolk State University 1992 — 1995
Bachelor of Science (BS), Mass Communication/Media Studies
Southern Realtors January 2001 - Present
Edward Jones April 2013 - November 2013
Regions Financial Corporation July 2005 - April 2011
Education
Norfolk State University 1992 — 1995
Bachelor of Science (BS), Mass Communication/Media Studies
Jeff Cokely Jeff Cokely's Edward Jones Experience 2001 - 2002
Job Pastor at Fellowship Regional Church
Industry Religious Institutions
Experience
Fellowship Regional Church February 2007 - Present
First Baptist Church 2002 - 2007
Edward Jones 2001 - 2002
Westbrook Baptist Church 1996 - 2001
Grace Baptist Church 1989 - 1995
First Baptist Church 1981 - 1985
Skills
Preaching, Pastoral Care, Theology, Discipleship, Biblical Studies, Pastoral Counseling, Religion, Spiritual Direction, Youth Ministry, Missions, Gospel, Liturgy, Church Growth, Church Events, Religious Studies
Education
New Orleans Baptist Theological Seminary 1995 — 1999
Doctor of Ministry, Evangelistic Church Growth
Southwestern Baptist Theological Seminary 1985 — 1989
Master of Divinity (MDiv) & Master of Arts in Religious Education, Theology/Theological Studies & Religious Education
University of Kansas 1983 — 1985
Bachelor of Arts (BA), World Relgions/Religion in American Society
Linwood High School, Linwood, Kansas 1976 — 1980
H.S. Diploma
Fellowship Regional Church February 2007 - Present
First Baptist Church 2002 - 2007
Edward Jones 2001 - 2002
Westbrook Baptist Church 1996 - 2001
Grace Baptist Church 1989 - 1995
First Baptist Church 1981 - 1985
Skills
Preaching, Pastoral Care, Theology, Discipleship, Biblical Studies, Pastoral Counseling, Religion, Spiritual Direction, Youth Ministry, Missions, Gospel, Liturgy, Church Growth, Church Events, Religious Studies
Education
New Orleans Baptist Theological Seminary 1995 — 1999
Doctor of Ministry, Evangelistic Church Growth
Southwestern Baptist Theological Seminary 1985 — 1989
Master of Divinity (MDiv) & Master of Arts in Religious Education, Theology/Theological Studies & Religious Education
University of Kansas 1983 — 1985
Bachelor of Arts (BA), World Relgions/Religion in American Society
Linwood High School, Linwood, Kansas 1976 — 1980
H.S. Diploma
Nicholas Henke, MBA, PMP Nicholas Henke, MBA, PMP's Edward Jones Experience July 2013 - August 2014
Job IT Project Manager (Consultant) at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
US Navy Reserve November 2007 - Present
Xcel Energy September 2014 - December 2014
Edward Jones July 2013 - August 2014
US Navy Reserve August 2012 - January 2013
Joint Special Operations Task Force April 2007 - November 2007
Stutsman County Task Force January 2004 - May 2006
Fargo Police Department May 2002 - February 2003
Skills
Intelligence, Intelligence Analysis, National Security, Analysis, Special Operations, Cross-functional Team..., Security Clearance, Government, Security, Project Planning, Project Management, Leadership, Strategic Communications, Strategic Analysis, Information Assurance, Training, Team Leadership
Education
National Intelligence University 2010 — 2012
Master's degree, Strategic Intelligence
North Dakota State University 2003 — 2006
Master of Business Administration (MBA)
Tecnológico de Monterrey 2001 — 2001
Intensive Spanish Semester
North Dakota State University 1996 — 2001
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. February 2015 - Present
US Navy Reserve November 2007 - Present
Xcel Energy September 2014 - December 2014
Edward Jones July 2013 - August 2014
US Navy Reserve August 2012 - January 2013
Joint Special Operations Task Force April 2007 - November 2007
Stutsman County Task Force January 2004 - May 2006
Fargo Police Department May 2002 - February 2003
Skills
Intelligence, Intelligence Analysis, National Security, Analysis, Special Operations, Cross-functional Team..., Security Clearance, Government, Security, Project Planning, Project Management, Leadership, Strategic Communications, Strategic Analysis, Information Assurance, Training, Team Leadership
Education
National Intelligence University 2010 — 2012
Master's degree, Strategic Intelligence
North Dakota State University 2003 — 2006
Master of Business Administration (MBA)
Tecnológico de Monterrey 2001 — 2001
Intensive Spanish Semester
North Dakota State University 1996 — 2001
Bachelor of Science (BS), Economics
Nick Bodnar Nick Bodnar's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
Skills
Financial Advisory
Education
North Carolina State University - College of Management 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones 2013 - Present
Skills
Financial Advisory
Education
North Carolina State University - College of Management 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Richard D Barrier, CFP® Richard D Barrier, CFP®'s Edward Jones Experience September 1993 - July 1994
Job Registered Representative at H. D. VEST ADVISORY SERVICES, INC.
Industry Financial Services
Experience
Barrier Financial Services November 1994 - Present
H. D. VEST ADVISORY SERVICES, INC. September 1994 - Present
Edward Jones September 1993 - July 1994
USAF RETIRED May 1972 - June 1992
Skills
Personal Income Tax..., Certified Financial..., Series 7, Series 63, Manufacturing, Small Business, Tax Preparation, Finance, Estate Planning, Fixed Annuities, Investments, Personal Finance, Asset Management, Financial Advisory, 401k, IRAs, Employee Benefits, Financial Risk, Inspection, Quality Control, Insurance
Education
University of Missouri-Columbia 1972 — 1976
MBA, Business Administration
North Carolina State University 1968 — 1972
BS, Civil Engineering
Barrier Financial Services November 1994 - Present
H. D. VEST ADVISORY SERVICES, INC. September 1994 - Present
Edward Jones September 1993 - July 1994
USAF RETIRED May 1972 - June 1992
Skills
Personal Income Tax..., Certified Financial..., Series 7, Series 63, Manufacturing, Small Business, Tax Preparation, Finance, Estate Planning, Fixed Annuities, Investments, Personal Finance, Asset Management, Financial Advisory, 401k, IRAs, Employee Benefits, Financial Risk, Inspection, Quality Control, Insurance
Education
University of Missouri-Columbia 1972 — 1976
MBA, Business Administration
North Carolina State University 1968 — 1972
BS, Civil Engineering
Matthew Guinn, CFP® Matthew Guinn, CFP®'s Edward Jones Experience November 2009 - October 2011
Job Managing Director at Cape Investment Advisory, Inc.
Industry Financial Services
Experience
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Tatiana Martin-Fenouillet Tatiana Martin-Fenouillet's Edward Jones Experience March 2006 - May 2006
Job Credit Analyst Leveraged Finance
Industry Capital Markets
Experience
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2007 - June 2010
Oppenheimer & Co. May 2006 - August 2006
Edward Jones March 2006 - May 2006
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Economics, Credit, Capital Markets, Valuation, Corporate Finance, Bloomberg, Finance, Credit Analysis, Research, Desk Analyst, High Yield Bonds, Leveraged Loans
Education
New York University 2011 — 2011
Whittier College 2003 — 2007
Bachelor of Arts, Economics, 3.86
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2007 - June 2010
Oppenheimer & Co. May 2006 - August 2006
Edward Jones March 2006 - May 2006
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Economics, Credit, Capital Markets, Valuation, Corporate Finance, Bloomberg, Finance, Credit Analysis, Research, Desk Analyst, High Yield Bonds, Leveraged Loans
Education
New York University 2011 — 2011
Whittier College 2003 — 2007
Bachelor of Arts, Economics, 3.86
Daniel Southard Daniel Southard's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork
Education
North Carolina State University 2010 — 2014
Edward Jones May 2014 - Present
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork
Education
North Carolina State University 2010 — 2014
Aaron Mehlberg Aaron Mehlberg's Edward Jones Experience 2007 - 2008
Job Entrepreneur/Trader of things/Humanitarian/I wield my pen like a battle axe
Industry Financial Services
Experience
BBVA Compass 2008 - 2013
Edward Jones 2007 - 2008
Farmers Insurance 2005 - 2007
Skills
Investments, Credit, Mortgage Lending, Loans, Customer Service, Credit Analysis, Banking, Loan Origination, Consumer Lending, Retail Banking
Education
New Mexico State University
BBVA Compass 2008 - 2013
Edward Jones 2007 - 2008
Farmers Insurance 2005 - 2007
Skills
Investments, Credit, Mortgage Lending, Loans, Customer Service, Credit Analysis, Banking, Loan Origination, Consumer Lending, Retail Banking
Education
New Mexico State University
Debra Conley's Edward Jones Experience September 2007 - September 2012
Job Photo Assistant at Lifetouch
Industry Investment Management
Experience
Lifetouch August 2015 - Present
30 Varnum Ave. April 2011 - April 2014
Edward Jones September 2007 - September 2012
Edward Jones September 2007 - September 2012
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Strategic Financial..., Financial Planning
Education
Nicholls State University 1984 — 1985
1 year, Business Administration and Management, General
Southeastern Louisiana University 1982 — 1984
Couple years, General Studies
Lifetouch August 2015 - Present
30 Varnum Ave. April 2011 - April 2014
Edward Jones September 2007 - September 2012
Edward Jones September 2007 - September 2012
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Strategic Financial..., Financial Planning
Education
Nicholls State University 1984 — 1985
1 year, Business Administration and Management, General
Southeastern Louisiana University 1982 — 1984
Couple years, General Studies
Felicia Likiardopoulos's Edward Jones Experience July 2015 - Present
Job How can I help you?
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Edward Jones February 2015 - June 2015
Skills
Financial Planning, Retirement Planning, Life Insurance, Financial Services, Research, Public Relations, Nonprofits, Public Speaking
Education
Newman University
St. Felicity's Highschool
Edward Jones July 2015 - Present
Edward Jones February 2015 - June 2015
Skills
Financial Planning, Retirement Planning, Life Insurance, Financial Services, Research, Public Relations, Nonprofits, Public Speaking
Education
Newman University
St. Felicity's Highschool
James Perkinson's Edward Jones Experience March 2014 - Present
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES June 2008 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Time Management
Education
University of Idaho 2012 — 2014
Bachelor's degree, Marketing
North Idaho College
Associate's degree, Business Administration and Management, General
Edward Jones March 2014 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES June 2008 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Time Management
Education
University of Idaho 2012 — 2014
Bachelor's degree, Marketing
North Idaho College
Associate's degree, Business Administration and Management, General
Claude Green Claude Green's Edward Jones Experience February 2009 - February 2010
Job Education Consultant at Kaduceus Inc.
Industry Education Management
Experience
Kaduceus Inc. September 2015 - Present
MyComputerCareer.edu November 2010 - September 2015
SynchroNet February 2010 - November 2010
Edward Jones February 2009 - February 2010
Analysts International Corporation (AIC) March 2008 - February 2009
C.D. Green & Associates April 1999 - January 2009
Alliance of Professionals & Consultants, Inc. January 2002 - January 2007
Hall Kinion April 2000 - January 2002
Analysts International 1995 - 2000
Skills
Recruiting, Networking, Project Management, Strategic Planning, Change Management, Budgets, Windows, Problem Solving, Microsoft Excel, Team Management, System Administration, Technical Recruiting, Contract Recruitment, Public Speaking, Consulting, Applicant Tracking..., Interviews, Employee Relations, Career Counseling, Access, Active Directory, College Recruiting, Computer Hardware, Customer Satisfaction, Customer Service, Disaster Recovery, Employee Training, Hiring, Internet Recruiting, Inventory Management, Lead Generation, Leadership
Education
North Carolina State University 1988 — 1992
Kaduceus Inc. September 2015 - Present
MyComputerCareer.edu November 2010 - September 2015
SynchroNet February 2010 - November 2010
Edward Jones February 2009 - February 2010
Analysts International Corporation (AIC) March 2008 - February 2009
C.D. Green & Associates April 1999 - January 2009
Alliance of Professionals & Consultants, Inc. January 2002 - January 2007
Hall Kinion April 2000 - January 2002
Analysts International 1995 - 2000
Skills
Recruiting, Networking, Project Management, Strategic Planning, Change Management, Budgets, Windows, Problem Solving, Microsoft Excel, Team Management, System Administration, Technical Recruiting, Contract Recruitment, Public Speaking, Consulting, Applicant Tracking..., Interviews, Employee Relations, Career Counseling, Access, Active Directory, College Recruiting, Computer Hardware, Customer Satisfaction, Customer Service, Disaster Recovery, Employee Training, Hiring, Internet Recruiting, Inventory Management, Lead Generation, Leadership
Education
North Carolina State University 1988 — 1992
Erik Padilla Erik Padilla's Edward Jones Experience November 2005 - May 2009
Job Business Instructor/Student Advisor/Financial Aid Specialist at Eastern New Mexico University Ruidoso
Industry Higher Education
Experience
ENMU Ruidoso May 2009 - Present
Edward Jones November 2005 - May 2009
Alto Lakes Golf and Country Club September 2005 - November 2005
New Mexico State University January 2003 - May 2005
Skills
Public Speaking, Teaching, Non-profits, Higher Education, Research, Community Outreach, Staff Development, Event Planning, Leadership Development, PowerPoint, Customer Service, Fundraising, Public Relations, Social Media, Program Development, Human Resources, Tutoring, HTML, Healthcare, Windows, Statistical Analysis, Finance, Management, Sales, Nonprofits, Student Affairs, Leadership, Coaching, Resume Writing, Instructional Design, Training, Career Counseling, Organizational..., Student Development, Adult Education, Resource Allocation, Student Financial Aid, Career Development, Conflict Resolution, Resource Development, Employee Benefits, Employee Training, Distance Learning, Policy, Admissions, Curriculum Development, Interviews, Administration, Recruiting, Social Networking
Education
New Mexico State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General, 3.75/4.0
New Mexico State University 2000 — 2003
Bachelor of Science (B.S.), Hotel, Restaurant, and Tourism Management, 3.30/4.0
ENMU-Ruidoso 2011 — 2013
Certificate, Computer and Network Security, 3.8/4.0
ENMU-Ruidoso 1998 — 1999
Business Administration
University of Arizona 1997 — 1998
Computer Science
ENMU Ruidoso May 2009 - Present
Edward Jones November 2005 - May 2009
Alto Lakes Golf and Country Club September 2005 - November 2005
New Mexico State University January 2003 - May 2005
Skills
Public Speaking, Teaching, Non-profits, Higher Education, Research, Community Outreach, Staff Development, Event Planning, Leadership Development, PowerPoint, Customer Service, Fundraising, Public Relations, Social Media, Program Development, Human Resources, Tutoring, HTML, Healthcare, Windows, Statistical Analysis, Finance, Management, Sales, Nonprofits, Student Affairs, Leadership, Coaching, Resume Writing, Instructional Design, Training, Career Counseling, Organizational..., Student Development, Adult Education, Resource Allocation, Student Financial Aid, Career Development, Conflict Resolution, Resource Development, Employee Benefits, Employee Training, Distance Learning, Policy, Admissions, Curriculum Development, Interviews, Administration, Recruiting, Social Networking
Education
New Mexico State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General, 3.75/4.0
New Mexico State University 2000 — 2003
Bachelor of Science (B.S.), Hotel, Restaurant, and Tourism Management, 3.30/4.0
ENMU-Ruidoso 2011 — 2013
Certificate, Computer and Network Security, 3.8/4.0
ENMU-Ruidoso 1998 — 1999
Business Administration
University of Arizona 1997 — 1998
Computer Science
Andy Sulskis's Edward Jones Experience August 1999 - February 2014
Job Consultant & Author
Industry Online Media
Experience
Edward Jones August 1999 - February 2014
World Color Press 1996 - 1999
Ringier America September 1980 - July 1996
Time Inc. August 1973 - September 1980
Skills
Sales, Financial Risk, Advertising, Social Media Marketing, Marketing, Customer Service, Public Speaking, New Business Development, Leadership, Social Media, Public Relations, Team Building
Education
North Central College 1968 — 1972
Bachelor of Arts, English & German
St. Rita high school 1964 — 1968
wise guy degree prior to know it all degree
Edward Jones August 1999 - February 2014
World Color Press 1996 - 1999
Ringier America September 1980 - July 1996
Time Inc. August 1973 - September 1980
Skills
Sales, Financial Risk, Advertising, Social Media Marketing, Marketing, Customer Service, Public Speaking, New Business Development, Leadership, Social Media, Public Relations, Team Building
Education
North Central College 1968 — 1972
Bachelor of Arts, English & German
St. Rita high school 1964 — 1968
wise guy degree prior to know it all degree
Brady Helmer Brady Helmer's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
John Deere Electronic Solutions December 2008 - April 2013
John Deere Electronic Solutions March 2008 - November 2008
John Deere Electronic Solutions December 2005 - February 2008
Bobcat Company May 2005 - August 2005
Skills
Customer Service, Manufacturing
Education
North Dakota State University 2005 — 2009
Bachelor of Science (B.S.), Computer Science
Edward Jones April 2013 - Present
John Deere Electronic Solutions December 2008 - April 2013
John Deere Electronic Solutions March 2008 - November 2008
John Deere Electronic Solutions December 2005 - February 2008
Bobcat Company May 2005 - August 2005
Skills
Customer Service, Manufacturing
Education
North Dakota State University 2005 — 2009
Bachelor of Science (B.S.), Computer Science
Ruth Skop Ruth Skop's Edward Jones Experience 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
Wood & Wicker, Inc. 1993 - 2014
Skills
401k Rollovers, Retirement Planning, Long Term Care Insurance, Saving for Education, Roth IRA, Life Insurance, High Net Worth..., Finance, Investments, IRAs, Series 7, Wealth Management, Strategic Financial..., Bonds, Portfolio Management, Retirement, Wealth Accumulation
Education
North Central Michigan College
Edward Jones 2008 - Present
Wood & Wicker, Inc. 1993 - 2014
Skills
401k Rollovers, Retirement Planning, Long Term Care Insurance, Saving for Education, Roth IRA, Life Insurance, High Net Worth..., Finance, Investments, IRAs, Series 7, Wealth Management, Strategic Financial..., Bonds, Portfolio Management, Retirement, Wealth Accumulation
Education
North Central Michigan College
Jenifer Sutton Jenifer Sutton's Edward Jones Experience January 1994 - Present
Job Financial Advisor, Regional Leader, Edward Jones Investments
Industry
Experience
Edward Jones January 1994 - Present
Education
North Carolina State University 1989 — 1993
Bachelor of Arts (BA), Business/Managerial Economics
Edward Jones January 1994 - Present
Education
North Carolina State University 1989 — 1993
Bachelor of Arts (BA), Business/Managerial Economics
Odysseus Chamis, CFP® Odysseus Chamis, CFP®'s Edward Jones Experience December 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2000 - Present
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Planning, Investment Advisory, Fixed Annuities, Long-term Care, Disability Insurance, Estate Planning, Insurance
Education
North Carolina State University 1990 — 1994
BA, Political Science
Edward Jones December 2000 - Present
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Planning, Investment Advisory, Fixed Annuities, Long-term Care, Disability Insurance, Estate Planning, Insurance
Education
North Carolina State University 1990 — 1994
BA, Political Science
John Testerman's Edward Jones Experience August 2010 - May 2012
Job Associate at Hunter Hotel Advisors
Industry Real Estate
Experience
Hunter Hotel Advisors February 2014 - Present
CEB May 2012 - January 2013
Edward Jones August 2010 - May 2012
Hull Capital Managment June 2009 - August 2009
Scott and Stringfellow June 2008 - June 2009
Skills
Investments, Beekeeping, Portfolio Management, Management, Business Development, Leadership, Finance, Mutual Funds, Analysis, Financial Analysis, Microsoft Excel, Training, Employee Benefits, Financial Modeling
Education
North Carolina State University 2006 — 2010
Bachelor of Science, Business Administration
Woodberry Forest School 2002 — 2006
Hunter Hotel Advisors February 2014 - Present
CEB May 2012 - January 2013
Edward Jones August 2010 - May 2012
Hull Capital Managment June 2009 - August 2009
Scott and Stringfellow June 2008 - June 2009
Skills
Investments, Beekeeping, Portfolio Management, Management, Business Development, Leadership, Finance, Mutual Funds, Analysis, Financial Analysis, Microsoft Excel, Training, Employee Benefits, Financial Modeling
Education
North Carolina State University 2006 — 2010
Bachelor of Science, Business Administration
Woodberry Forest School 2002 — 2006
Dee Bartlett Cox Dee Bartlett Cox's Edward Jones Experience August 2011 - Present
Job BOA at Edward Jones Investments
Industry Investment Banking
Experience
Edward Jones August 2011 - Present
NCDA&CS March 2010 - July 2011
L&M Companies 2005 - 2010
Skills
Marketing, Customer Service, Sales, Strategic Planning, Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Customer Retention
Education
North Carolina State University 2001 — 2005
Agricultural Business Management
Edward Jones August 2011 - Present
NCDA&CS March 2010 - July 2011
L&M Companies 2005 - 2010
Skills
Marketing, Customer Service, Sales, Strategic Planning, Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Customer Retention
Education
North Carolina State University 2001 — 2005
Agricultural Business Management
Anil Marfatia Anil Marfatia's Edward Jones Experience August 1992 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1992 - Present
Education
North Dakota State University 1968 — 1969
MSME, Mechanical Engineering (Heat Transfer)
Marathwada University 1964 — 1967
BSME, Mechanical Engineering
University of Bombay 1962 — 1964
Intermediate Science, Physics, Math
Edward Jones August 1992 - Present
Education
North Dakota State University 1968 — 1969
MSME, Mechanical Engineering (Heat Transfer)
Marathwada University 1964 — 1967
BSME, Mechanical Engineering
University of Bombay 1962 — 1964
Intermediate Science, Physics, Math
Seth Asbill's Edward Jones Experience January 2015 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
North Carolina State University Communication Alumni Society 2011 - Present
Boy Scouts of America January 2009 - December 2014
Cornerstone Homes, LLC June 2006 - December 2008
Skills
Organizational..., Change Management, Public Speaking, Strategic Planning, Non-profits, Event Planning, Leadership, Public Relations, Consulting, Conflict Resolution, Business Strategy, New Business Development, Real Estate Development, Building Relationships, Strategic Thinking, Sales, Program Development, Strategy, Program Management, Marketing, Leadership Development, Nonprofits, Training, Community Outreach, Community Development
Education
North Carolina State University 2001 — 2006
BA, Political Science, Public and Interpersonal Communication
CHHS 1998 — 2001
Edward Jones January 2015 - Present
North Carolina State University Communication Alumni Society 2011 - Present
Boy Scouts of America January 2009 - December 2014
Cornerstone Homes, LLC June 2006 - December 2008
Skills
Organizational..., Change Management, Public Speaking, Strategic Planning, Non-profits, Event Planning, Leadership, Public Relations, Consulting, Conflict Resolution, Business Strategy, New Business Development, Real Estate Development, Building Relationships, Strategic Thinking, Sales, Program Development, Strategy, Program Management, Marketing, Leadership Development, Nonprofits, Training, Community Outreach, Community Development
Education
North Carolina State University 2001 — 2006
BA, Political Science, Public and Interpersonal Communication
CHHS 1998 — 2001
Daniel Paniccia Daniel Paniccia's Edward Jones Experience June 2007 - July 2007
Job Spanish Teacher at Holly Ridge Middle School
Industry Financial Services
Experience
WCPSS January 2013 - Present
Fidelity Investments April 2011 - July 2012
Social Security Administration April 2009 - November 2010
Uno Chicago Grill October 2003 - April 2009
Edward Jones June 2007 - July 2007
Skills
Spanish, CRM, Customer Service, Public Speaking, PowerPoint, Public Relations, Microsoft Office
Education
North Carolina State University 2004 — 2008
BS Business Administration- Finance Concentration, BA Spanish Language and Literature
WCPSS January 2013 - Present
Fidelity Investments April 2011 - July 2012
Social Security Administration April 2009 - November 2010
Uno Chicago Grill October 2003 - April 2009
Edward Jones June 2007 - July 2007
Skills
Spanish, CRM, Customer Service, Public Speaking, PowerPoint, Public Relations, Microsoft Office
Education
North Carolina State University 2004 — 2008
BS Business Administration- Finance Concentration, BA Spanish Language and Literature
Justin Kuhns Justin Kuhns's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Holiday Inn Rushmore Plaza October 2013 - October 2014
Breadroot Natural Foods Cooperative July 2012 - October 2013
Skills
Food, Restaurants, Menu Development, Management, Time Management, Team Building, Business Innovation, Sales, Sales Operations, Connectivity, Budget Management, Budget Development, Operations Management, Cost Control, Cost Management, Labor Cost Management
Education
South Dakota State University 1998 — 2003
BS in Economics, Business Economics
North Dakota State University 2000 — 2002
Business Economics and Accounting
Huron High School 1994 — 1998
High School Diploma; Diploma, General Sciences; Sciences
Edward Jones November 2014 - Present
Holiday Inn Rushmore Plaza October 2013 - October 2014
Breadroot Natural Foods Cooperative July 2012 - October 2013
Skills
Food, Restaurants, Menu Development, Management, Time Management, Team Building, Business Innovation, Sales, Sales Operations, Connectivity, Budget Management, Budget Development, Operations Management, Cost Control, Cost Management, Labor Cost Management
Education
South Dakota State University 1998 — 2003
BS in Economics, Business Economics
North Dakota State University 2000 — 2002
Business Economics and Accounting
Huron High School 1994 — 1998
High School Diploma; Diploma, General Sciences; Sciences
Blake Bergeron,Jr's Edward Jones Experience January 2006 - June 2011
Job Financial Advisor at Seibert Lewis Wealth Group of Raymond James
Industry Investment Management
Experience
Seibert Lewis Wealth Group of Raymond James November 2014 - Present
Raymond James Financial, Inc. 2014 - 2015
Raymond James Financial, Inc. 2014 - 2015
DL Wealth Management (LPL Financial) June 2011 - November 2014
Edward Jones January 2006 - June 2011
Skills
Retirement Income..., Retirement Planning, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Solutions
Education
Nicholls State University 2000 — 2005
Bachelor's degree, Finance, General
Bayou Black and Greenwood
Seibert Lewis Wealth Group of Raymond James November 2014 - Present
Raymond James Financial, Inc. 2014 - 2015
Raymond James Financial, Inc. 2014 - 2015
DL Wealth Management (LPL Financial) June 2011 - November 2014
Edward Jones January 2006 - June 2011
Skills
Retirement Income..., Retirement Planning, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Solutions
Education
Nicholls State University 2000 — 2005
Bachelor's degree, Finance, General
Bayou Black and Greenwood
Charles Sherrill's Edward Jones Experience 2002 - 2003
Job Managing Consultant at Payment Frontiers, Inc
Industry Banking
Experience
Payment Frontiers, Inc October 2011 - Present
Norman Technologies August 2010 - September 2011
Fidelity National Information Services May 2007 - August 2010
CF Sherrill, Consultant May 2007 - March 2008
Bank of Oklahoma 2005 - 2007
CF Sherrill, Consultant December 2003 - July 2005
Edward Jones 2002 - 2003
724 Solutions 2000 - 2002
First Union National Bank 1994 - 2000
First Data Resources 1991 - 1994
Skills
Payments, Business Analysis, Cash Management, Product Management, Program Management
Education
Wake Forest University School of Business 1996 — 1998
North Carolina State University 1988 — 1991
BS, Computer Science
Brevard College 1986 — 1988
AA
Fuquay-Varina High School 1983 — 1986
H.S.D.
Sacred Heart Catholic School 1974 — 1985
Payment Frontiers, Inc October 2011 - Present
Norman Technologies August 2010 - September 2011
Fidelity National Information Services May 2007 - August 2010
CF Sherrill, Consultant May 2007 - March 2008
Bank of Oklahoma 2005 - 2007
CF Sherrill, Consultant December 2003 - July 2005
Edward Jones 2002 - 2003
724 Solutions 2000 - 2002
First Union National Bank 1994 - 2000
First Data Resources 1991 - 1994
Skills
Payments, Business Analysis, Cash Management, Product Management, Program Management
Education
Wake Forest University School of Business 1996 — 1998
North Carolina State University 1988 — 1991
BS, Computer Science
Brevard College 1986 — 1988
AA
Fuquay-Varina High School 1983 — 1986
H.S.D.
Sacred Heart Catholic School 1974 — 1985
Jason Gossett's Edward Jones Experience January 2008 - January 2010
Job Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Hatteras Funds January 2010 - June 2015
Edward Jones January 2008 - January 2010
Bank of America May 2005 - January 2008
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Business Management concentration in Finance
Credit Suisse July 2015 - Present
Hatteras Funds January 2010 - June 2015
Edward Jones January 2008 - January 2010
Bank of America May 2005 - January 2008
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Business Management concentration in Finance
Melissa Cobb's Edward Jones Experience March 2008 - January 2009
Job Owner, Luna Medical Solutions
Industry Medical Devices
Experience
Toxicology Management Services February 2014 - Present
Bledsoe Brace Systems & Viscent LLC September 2013 - Present
TOSA Medical January 2013 - June 2013
Saint Louis University August 2012 - June 2013
Gateway Medical September 2011 - January 2013
Edward Jones March 2008 - January 2009
Dynasplint Systems Inc July 2006 - February 2008
Skills
Orthopedic, Sales, Medical Devices, Healthcare, Customer Service, Sales Management, Account Management, New Business Development, Microsoft Office, Cold Calling, Sales Operations, Strategic Planning, Microsoft Excel, Team Building, Public Speaking, Direct Sales, Microsoft Word, Event Planning, PowerPoint, Data Analysis, Project Management, Product Launch, Team Leadership, Inventory Management, Orthopedics
Education
North Central College 1996 — 2000
BA Athletic Training
Toxicology Management Services February 2014 - Present
Bledsoe Brace Systems & Viscent LLC September 2013 - Present
TOSA Medical January 2013 - June 2013
Saint Louis University August 2012 - June 2013
Gateway Medical September 2011 - January 2013
Edward Jones March 2008 - January 2009
Dynasplint Systems Inc July 2006 - February 2008
Skills
Orthopedic, Sales, Medical Devices, Healthcare, Customer Service, Sales Management, Account Management, New Business Development, Microsoft Office, Cold Calling, Sales Operations, Strategic Planning, Microsoft Excel, Team Building, Public Speaking, Direct Sales, Microsoft Word, Event Planning, PowerPoint, Data Analysis, Project Management, Product Launch, Team Leadership, Inventory Management, Orthopedics
Education
North Central College 1996 — 2000
BA Athletic Training
Trent Blalock's Edward Jones Experience February 2010 - Present
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Warner Chilcott June 2005 - August 2009
Skills
Budgets, Business Strategy, Entrepreneurship, Financial Analysis, Finance, Insurance, New Business Development, Strategic Financial..., Team Building, Sales
Education
North Carolina State University 1990 — 1994
North Carolina State University - College of Management 1990 — 1994
Bachelor of Science
Edward Jones February 2010 - Present
Warner Chilcott June 2005 - August 2009
Skills
Budgets, Business Strategy, Entrepreneurship, Financial Analysis, Finance, Insurance, New Business Development, Strategic Financial..., Team Building, Sales
Education
North Carolina State University 1990 — 1994
North Carolina State University - College of Management 1990 — 1994
Bachelor of Science
Reisa Conde's Edward Jones Experience November 2008 - Present
Job Financial Advisor at Edward Jones
Industry Food & Beverages
Experience
Edward Jones November 2008 - Present
Happy Bean Espresso Co September 2007 - October 2008
American Home Mortgage 2000 - 2007
American Home Mortgage 2000 - 2007
Education
New York Institute of Technology 1984 — 1987
Edward Jones November 2008 - Present
Happy Bean Espresso Co September 2007 - October 2008
American Home Mortgage 2000 - 2007
American Home Mortgage 2000 - 2007
Education
New York Institute of Technology 1984 — 1987
Elaine Howard's Edward Jones Experience March 2008 - Present
Job Web Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Holliday Landing Resort & Marina May 2004 - Present
Discover Financial Services January 2003 - April 2004
Discover Financial Services September 2001 - October 2002
Discover Financial Services April 1999 - October 2001
Discover Financial Services October 1998 - April 1999
Education
North Central College 1991 — 1995
Edward Jones March 2008 - Present
Holliday Landing Resort & Marina May 2004 - Present
Discover Financial Services January 2003 - April 2004
Discover Financial Services September 2001 - October 2002
Discover Financial Services April 1999 - October 2001
Discover Financial Services October 1998 - April 1999
Education
North Central College 1991 — 1995
Chad VanVorst's Edward Jones Experience December 2000 - December 2002
Job Together Everyone Achieves More
Industry Financial Services
Experience
Wells Fargo - Private Mortgage Bank October 2011 - Present
Wells Fargo August 2010 - October 2011
Insurance Designers January 2010 - August 2010
Interchange Brokerage Services, Inc - CAPITAS Financial, LLC February 2003 - July 2009
Edward Jones December 2000 - December 2002
MassMutual Financial Group September 1997 - December 2000
Skills
Retirement, Management, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Sales, Strategic Planning, Retirement Planning, Risk Management, 401k, Outlook, Account Management, Customer Service, Leadership, Series 6, Investments, Sales Process, Long-term Care, Fixed Annuities, Wealth Management, Strategic Financial..., Financial Planning
Education
Southwest Minnesota State University 1994 — 1997
Philosophy & Business Law
North Hennepin Community College 1991 — 1994
A.S., A.A., Business Finance & Liberal Arts
Wells Fargo - Private Mortgage Bank October 2011 - Present
Wells Fargo August 2010 - October 2011
Insurance Designers January 2010 - August 2010
Interchange Brokerage Services, Inc - CAPITAS Financial, LLC February 2003 - July 2009
Edward Jones December 2000 - December 2002
MassMutual Financial Group September 1997 - December 2000
Skills
Retirement, Management, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Sales, Strategic Planning, Retirement Planning, Risk Management, 401k, Outlook, Account Management, Customer Service, Leadership, Series 6, Investments, Sales Process, Long-term Care, Fixed Annuities, Wealth Management, Strategic Financial..., Financial Planning
Education
Southwest Minnesota State University 1994 — 1997
Philosophy & Business Law
North Hennepin Community College 1991 — 1994
A.S., A.A., Business Finance & Liberal Arts
Kirk Mahony's Edward Jones Experience January 2007 - August 2007
Job Unix System Engineer at FactSet
Industry Computer Software
Experience
FactSet January 2014 - Present
IBM (Via CTG) June 2012 - December 2013
Pratt Institute August 2011 - June 2012
University of Missouri - St. Louis December 2007 - May 2008
Edward Jones January 2007 - August 2007
Blizzard Entertainment September 1996 - August 2003
US Army November 1990 - August 1996
Skills
Software Documentation, Visio, Operating Systems, Active Directory, C++, Servers, Security, Video Games, Databases, SQL, MySQL, PHP, Distributed Systems, Troubleshooting, Shell Scripting, Software Development, Oracle
Education
New York University - Polytechnic School of Engineering 2008 — 2010
BS, Computer Science
University of Missouri-Saint Louis 2005 — 2008
BS, Computer Science, Mathematics
FactSet January 2014 - Present
IBM (Via CTG) June 2012 - December 2013
Pratt Institute August 2011 - June 2012
University of Missouri - St. Louis December 2007 - May 2008
Edward Jones January 2007 - August 2007
Blizzard Entertainment September 1996 - August 2003
US Army November 1990 - August 1996
Skills
Software Documentation, Visio, Operating Systems, Active Directory, C++, Servers, Security, Video Games, Databases, SQL, MySQL, PHP, Distributed Systems, Troubleshooting, Shell Scripting, Software Development, Oracle
Education
New York University - Polytechnic School of Engineering 2008 — 2010
BS, Computer Science
University of Missouri-Saint Louis 2005 — 2008
BS, Computer Science, Mathematics
Shane Talley's Edward Jones Experience April 2009 - Present
Job Financial Advisor at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones April 2009 - Present
Corporate Technologies August 2005 - March 2010
Metro Sales January 2002 - July 2005
E W Wylie Corporation November 1995 - December 2001
Education
North Dakota State University 1988 — 1991
Engineering
Edward Jones April 2009 - Present
Corporate Technologies August 2005 - March 2010
Metro Sales January 2002 - July 2005
E W Wylie Corporation November 1995 - December 2001
Education
North Dakota State University 1988 — 1991
Engineering
Trenton Kerr's Edward Jones Experience November 2013 - November 2014
Job Investment Specialist at Focus Financial
Industry Financial Services
Experience
Focus Financial November 2014 - Present
Edward Jones November 2013 - November 2014
O'Currance Teleservices, Inc. April 2012 - November 2013
Managed Wealth Financial April 2011 - April 2012
Starise America March 2010 - April 2011
Starise America December 2009 - August 2010
4Life Research July 2007 - January 2010
Skills
Marketing Strategy, Team Building, Strategic Planning, Marketing, Entrepreneurship, Public Speaking, Business Planning, Coaching, Leadership, Management, New Business Development, Project Management, Sales, Social Media Marketing, Small Business, Business Development, Direct Sales, Sales Management, Start-ups
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Science (BS), Economics
Nihon University
Focus Financial November 2014 - Present
Edward Jones November 2013 - November 2014
O'Currance Teleservices, Inc. April 2012 - November 2013
Managed Wealth Financial April 2011 - April 2012
Starise America March 2010 - April 2011
Starise America December 2009 - August 2010
4Life Research July 2007 - January 2010
Skills
Marketing Strategy, Team Building, Strategic Planning, Marketing, Entrepreneurship, Public Speaking, Business Planning, Coaching, Leadership, Management, New Business Development, Project Management, Sales, Social Media Marketing, Small Business, Business Development, Direct Sales, Sales Management, Start-ups
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Science (BS), Economics
Nihon University
Brad Lundberg, CFP, AAMS's Edward Jones Experience July 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2002 - Present
Lincoln Investment Planning September 1996 - May 2002
Jacobs Engineering July 1991 - December 1996
Jet Propulsion Laboratory June 1989 - July 1991
R. D. Lundberg & Associates June 1987 - February 1989
General Dynamics January 1987 - June 1987
Skills
Series 7, Series 63, Series 65, Investments, Life Insurance, Long-term Care, Disability Insurance
Education
New Mexico State University 1983 — 1986
BBA, Finance, Economics
Edward Jones July 2002 - Present
Lincoln Investment Planning September 1996 - May 2002
Jacobs Engineering July 1991 - December 1996
Jet Propulsion Laboratory June 1989 - July 1991
R. D. Lundberg & Associates June 1987 - February 1989
General Dynamics January 1987 - June 1987
Skills
Series 7, Series 63, Series 65, Investments, Life Insurance, Long-term Care, Disability Insurance
Education
New Mexico State University 1983 — 1986
BBA, Finance, Economics
Bill Laundon's Edward Jones Experience March 2013 - Present
Job .
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Old Florida National Bank June 2012 - October 2012
Apex Cary Insurance May 2009 - June 2012
TRS Insurance Services 2006 - February 2011
Autrey Capital Group August 2008 - May 2010
Mericap Credit Corporation August 2006 - August 2008
L.B.Smith/ ASC Construction Equip USA, Inc September 2003 - July 2006
Mitchell Distributing Company January 2000 - September 2003
Carolina Tractor & Equipment Co., Inc. 1995 - 1999
Yancey Bros. Co. January 1992 - September 1995
Skills
Insurance, Finance, Credit, Sales, Business Development, New Business Development, Loans, Sales Management, Property & Casualty..., Structured Finance, Heavy Equipment, Cash Flow Forecasting, Working Capital...
Education
North Carolina State University 1979 — 1983
B.A., Business Management and Spanish Language & Literature
R.J. Reynolds Sr. High School 1977 — 1979
Edward Jones March 2013 - Present
Old Florida National Bank June 2012 - October 2012
Apex Cary Insurance May 2009 - June 2012
TRS Insurance Services 2006 - February 2011
Autrey Capital Group August 2008 - May 2010
Mericap Credit Corporation August 2006 - August 2008
L.B.Smith/ ASC Construction Equip USA, Inc September 2003 - July 2006
Mitchell Distributing Company January 2000 - September 2003
Carolina Tractor & Equipment Co., Inc. 1995 - 1999
Yancey Bros. Co. January 1992 - September 1995
Skills
Insurance, Finance, Credit, Sales, Business Development, New Business Development, Loans, Sales Management, Property & Casualty..., Structured Finance, Heavy Equipment, Cash Flow Forecasting, Working Capital...
Education
North Carolina State University 1979 — 1983
B.A., Business Management and Spanish Language & Literature
R.J. Reynolds Sr. High School 1977 — 1979
James Orgeron's Edward Jones Experience September 2007 - May 2012
Job Financial Advisor
Industry Financial Services
Experience
Nest Egg Financial July 2012 - Present
Edward Jones September 2007 - May 2012
Acadian Covers, Inc./ Concrete Nouveau, Inc. November 1986 - September 2007
LAS Enterprises 1980 - 1986
Skills
Investments
Education
Nicholls State University 1971 — 1972
Theatre/Theater
South Lafourche High School 1968 — 1971
Nest Egg Financial July 2012 - Present
Edward Jones September 2007 - May 2012
Acadian Covers, Inc./ Concrete Nouveau, Inc. November 1986 - September 2007
LAS Enterprises 1980 - 1986
Skills
Investments
Education
Nicholls State University 1971 — 1972
Theatre/Theater
South Lafourche High School 1968 — 1971
Jessica Gehring, CPA's Edward Jones Experience June 2009 - July 2010
Job Business Reporting Sr. Analyst
Industry Accounting
Experience
MUFG Americas July 2014 - Present
Robert Half Finance & Accounting September 2013 - June 2014
Warner Music Group December 2011 - June 2013
Disclosure Insight June 2010 - October 2011
Edward Jones June 2009 - July 2010
Ernst & Young January 2008 - June 2009
Boulay, Heutmaker, Zibell & Co. January 2007 - April 2007
MDU Resources Group, Inc. May 2006 - August 2006
Cargill November 2005 - January 2006
Education
North Dakota State University 2003 — 2007
Accounting, Accounting
Garrison High School 2000 — 2003
MUFG Americas July 2014 - Present
Robert Half Finance & Accounting September 2013 - June 2014
Warner Music Group December 2011 - June 2013
Disclosure Insight June 2010 - October 2011
Edward Jones June 2009 - July 2010
Ernst & Young January 2008 - June 2009
Boulay, Heutmaker, Zibell & Co. January 2007 - April 2007
MDU Resources Group, Inc. May 2006 - August 2006
Cargill November 2005 - January 2006
Education
North Dakota State University 2003 — 2007
Accounting, Accounting
Garrison High School 2000 — 2003
Justin Knapp's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Ogilvy Public Relations Worldwide January 2007 - February 2015
Ritchie Capital Management May 2003 - September 2005
Skills
Strategy, Corporate Communications, Public Relations, Media Relations, Strategic Planning, Business Development, Business Strategy, Foreign Direct..., Marketing Strategy, Financial Communications, Press Releases, Marketing Communications, Competitive Analysis, Advertising, Leadership, Copywriting, Strategic Partnerships, Fundraising, Investments, Event Management, Online Advertising, Creative Strategy, Digital Strategy, Internal Communications, Cross Cultural..., Investor Relations, Strategic Communications, Social Media Marketing, Online Marketing, Reputation Management, Crisis Communications, IPO, Market Research, Entrepreneurship, Digital Marketing, Speech Writing, Integrated Marketing, Message Development, Sales, Social Media, New Business Development, Training, Creative Direction, Social Networking, International M&A, Financial Advisory, Blogging, Content Strategy, EB-5, Business Excellence
Education
New York University 2013 — 2014
Certificate in Financial Planning
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Master of Business Administration (MBA), Finance & Strategy
Wheaton College 1999 — 2003
Bachelor of Arts, Business/Economics
Ames High School 1996 — 1999
High School Diploma
Edward Jones February 2015 - Present
Ogilvy Public Relations Worldwide January 2007 - February 2015
Ritchie Capital Management May 2003 - September 2005
Skills
Strategy, Corporate Communications, Public Relations, Media Relations, Strategic Planning, Business Development, Business Strategy, Foreign Direct..., Marketing Strategy, Financial Communications, Press Releases, Marketing Communications, Competitive Analysis, Advertising, Leadership, Copywriting, Strategic Partnerships, Fundraising, Investments, Event Management, Online Advertising, Creative Strategy, Digital Strategy, Internal Communications, Cross Cultural..., Investor Relations, Strategic Communications, Social Media Marketing, Online Marketing, Reputation Management, Crisis Communications, IPO, Market Research, Entrepreneurship, Digital Marketing, Speech Writing, Integrated Marketing, Message Development, Sales, Social Media, New Business Development, Training, Creative Direction, Social Networking, International M&A, Financial Advisory, Blogging, Content Strategy, EB-5, Business Excellence
Education
New York University 2013 — 2014
Certificate in Financial Planning
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Master of Business Administration (MBA), Finance & Strategy
Wheaton College 1999 — 2003
Bachelor of Arts, Business/Economics
Ames High School 1996 — 1999
High School Diploma
Maisie Poon, MBA, CHRP, CHRL, ATC, NLP Tnr's Edward Jones Experience 2011 - 2013
Job Human Resources Consultant at Tranformational Leap International Co. Ltd. (selfemployed)
Industry Financial Services
Experience
Edward Jones 2011 - 2013
Mark's (Mark's Work Wearhouse), subsidiary of Canadian Tire Corporation 2009 - 2012
Canadian Mental Health Association, York Region 2011 - 2011
Canadian Tire Associate Store 192 2008 - 2009
The Ontario Trillium Foundation November 2001 - October 2007
The Ontario Trillium Foundation 1997 - 2001
Ministry of Community and Social Services 1997 - 1998
Organization Development Limited, Hong Kong 1996 - 1997
Hospital Authority Hong Kong 1995 - 1996
Grand Hyatt Hong Kong 1994 - 1995
Skills
Organizational..., Human Resources, Employee Benefits, Personnel Management, Training, Strategic Planning, Budgets, Employee Relations, Performance Management, Employee Engagement, Talent Management, HRIS, Organizational..., Onboarding, Conflict Resolution, Workshop Facilitation, HR Policies, Recruiting, Talent Acquisition, Succession Planning, New Hire Orientations, Team Building, Leadership, Employee Training, Payroll, Deferred Compensation
Education
Adler Grduated School Toronto 2007 — 2011
Adler Trained Coach, Professional Coaching Program
University of Toronto - Ontario Institute for Studies in Education 2002 — 2003
Certificate, Adult Training & Development
Seneca College of Applied Arts and Technology 1999 — 2001
Post Diploma Certificate, Human Resources
Newport University 1993 — 1995
PhD (ABD) TQM, MBA, Master of Business Administration
Hong Kong Polytechnic University 1985 — 1988
Diploma, Management Studies (Human Resources)
Edward Jones 2011 - 2013
Mark's (Mark's Work Wearhouse), subsidiary of Canadian Tire Corporation 2009 - 2012
Canadian Mental Health Association, York Region 2011 - 2011
Canadian Tire Associate Store 192 2008 - 2009
The Ontario Trillium Foundation November 2001 - October 2007
The Ontario Trillium Foundation 1997 - 2001
Ministry of Community and Social Services 1997 - 1998
Organization Development Limited, Hong Kong 1996 - 1997
Hospital Authority Hong Kong 1995 - 1996
Grand Hyatt Hong Kong 1994 - 1995
Skills
Organizational..., Human Resources, Employee Benefits, Personnel Management, Training, Strategic Planning, Budgets, Employee Relations, Performance Management, Employee Engagement, Talent Management, HRIS, Organizational..., Onboarding, Conflict Resolution, Workshop Facilitation, HR Policies, Recruiting, Talent Acquisition, Succession Planning, New Hire Orientations, Team Building, Leadership, Employee Training, Payroll, Deferred Compensation
Education
Adler Grduated School Toronto 2007 — 2011
Adler Trained Coach, Professional Coaching Program
University of Toronto - Ontario Institute for Studies in Education 2002 — 2003
Certificate, Adult Training & Development
Seneca College of Applied Arts and Technology 1999 — 2001
Post Diploma Certificate, Human Resources
Newport University 1993 — 1995
PhD (ABD) TQM, MBA, Master of Business Administration
Hong Kong Polytechnic University 1985 — 1988
Diploma, Management Studies (Human Resources)
John Quiggle's Edward Jones Experience May 2006 - December 2010
Job FB Wealth Management at Infinex Investments, Inc.
Industry Financial Services
Experience
FB Wealth Management November 2011 - Present
Blackbridge Financial December 2010 - November 2011
Edward Jones May 2006 - December 2010
Lee County Schools July 2004 - January 2008
John Deere August 1998 - May 2006
Education
North Carolina State University 1991 — 1993
BS, Commercial Recreation and Tourism
FB Wealth Management November 2011 - Present
Blackbridge Financial December 2010 - November 2011
Edward Jones May 2006 - December 2010
Lee County Schools July 2004 - January 2008
John Deere August 1998 - May 2006
Education
North Carolina State University 1991 — 1993
BS, Commercial Recreation and Tourism
Christian Nielsen, CFA's Edward Jones Experience September 2004 - August 2005
Job Investment Analyst at Fiduciary Counselling Inc
Industry Investment Management
Experience
Fiduciary Counselling Inc December 2013 - Present
Fiduciary Counselling Inc August 2011 - December 2013
Federated Investors July 2009 - August 2011
Arthur Ventures March 2009 - May 2009
Student Managed Investment Fund August 2008 - May 2009
Arctic Information Technology May 2008 - August 2008
Wells Fargo Bank March 2007 - April 2008
Robert W. Olson Farm May 1998 - October 2006
Edward Jones September 2004 - August 2005
Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management
Education
North Dakota State University 2005 — 2009
B.S., Finance, 4.0
Fiduciary Counselling Inc December 2013 - Present
Fiduciary Counselling Inc August 2011 - December 2013
Federated Investors July 2009 - August 2011
Arthur Ventures March 2009 - May 2009
Student Managed Investment Fund August 2008 - May 2009
Arctic Information Technology May 2008 - August 2008
Wells Fargo Bank March 2007 - April 2008
Robert W. Olson Farm May 1998 - October 2006
Edward Jones September 2004 - August 2005
Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management
Education
North Dakota State University 2005 — 2009
B.S., Finance, 4.0
William Lawrence Ham. Jr's Edward Jones Experience June 2010 - July 2015
Job Relationship Banker at Bank of America
Industry Consumer Services
Experience
Bank of America July 2015 - Present
Edward Jones June 2010 - July 2015
H&E October 2013 - March 2014
YMCA of Greater Richmond January 2013 - October 2013
Master Halco April 2007 - October 2008
Aaron's Corporate Furnishings March 2006 - January 2007
Commonwealth Trailer Rentals March 2005 - March 2006
Mobile Mini Inc February 2004 - March 2005
Skills
Management, Training, Microsoft Excel, Merchandising, Finance, Security, Team Building, Inventory Management, Microsoft Office, Social Media, Marketing, Leadership, Time Management
Education
North Carolina Wesleyan College 1998 — 2002
B.A, Criminology
Benedictine High School 1994 — 1998
High School Diploma, Criminology
Bank of America July 2015 - Present
Edward Jones June 2010 - July 2015
H&E October 2013 - March 2014
YMCA of Greater Richmond January 2013 - October 2013
Master Halco April 2007 - October 2008
Aaron's Corporate Furnishings March 2006 - January 2007
Commonwealth Trailer Rentals March 2005 - March 2006
Mobile Mini Inc February 2004 - March 2005
Skills
Management, Training, Microsoft Excel, Merchandising, Finance, Security, Team Building, Inventory Management, Microsoft Office, Social Media, Marketing, Leadership, Time Management
Education
North Carolina Wesleyan College 1998 — 2002
B.A, Criminology
Benedictine High School 1994 — 1998
High School Diploma, Criminology
R Craig Stewart's Edward Jones Experience 2008 - 2009
Job Youth Hockey Coach
Industry Accounting
Experience
Torsteel Company Limited October 2013 - January 2015
Tiffany & Co. September 2011 - February 2013
Joey Restaurants January 2010 - September 2011
Penncorp Life Insurance Company July 2009 - January 2010
Edward Jones 2008 - 2009
Vlaad and Company May 2007 - April 2008
Skills
Strategic Financial..., Insurance, Sales Management, Sales, Customer Service, Mutual Funds, Account Management, New Business Development, Portfolio Management, Direct Sales, Negotiation, Retirement Planning, Leadership, Strategic Planning, Team Leadership, Business Development, Microsoft Office, Financial Advisory, Business Analysis
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Certificate, Pre-Service Firefighting
Niagara College 2004 — 2007
Advanced Diploma, Business Administration, Marketing
University of Toronto
Accounting
Torsteel Company Limited October 2013 - January 2015
Tiffany & Co. September 2011 - February 2013
Joey Restaurants January 2010 - September 2011
Penncorp Life Insurance Company July 2009 - January 2010
Edward Jones 2008 - 2009
Vlaad and Company May 2007 - April 2008
Skills
Strategic Financial..., Insurance, Sales Management, Sales, Customer Service, Mutual Funds, Account Management, New Business Development, Portfolio Management, Direct Sales, Negotiation, Retirement Planning, Leadership, Strategic Planning, Team Leadership, Business Development, Microsoft Office, Financial Advisory, Business Analysis
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Certificate, Pre-Service Firefighting
Niagara College 2004 — 2007
Advanced Diploma, Business Administration, Marketing
University of Toronto
Accounting
Jason Janes's Edward Jones Experience July 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2001 - Present
Elmhurst Chamber of Commerce & Industry 2008 - 2009
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, IRAs, Insurance, Retirement, Series 7, Strategic Financial..., 401k Rollovers, Wealth Management, Investments, Financial Advisory, Securities, Financial Analysis, Investment Advisory, Financial Management, Asset Allocation, 401k, Portfolio Management, Asset Managment, Advisory
Education
North Central College 1997 — 2001
Bachelor of Arts (B.A.), Business Management
Morton High 1993 — 1997
Edward Jones July 2001 - Present
Elmhurst Chamber of Commerce & Industry 2008 - 2009
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, IRAs, Insurance, Retirement, Series 7, Strategic Financial..., 401k Rollovers, Wealth Management, Investments, Financial Advisory, Securities, Financial Analysis, Investment Advisory, Financial Management, Asset Allocation, 401k, Portfolio Management, Asset Managment, Advisory
Education
North Central College 1997 — 2001
Bachelor of Arts (B.A.), Business Management
Morton High 1993 — 1997
Lewis Rowell's Edward Jones Experience August 2013 - July 2014
Job My Goal: The Client's Best Interest
Industry Law Practice
Experience
Financial Industry November 2014 - Present
Edward Jones August 2013 - July 2014
Womble Carlyle Sandridge & Rice PLLC 2008 - 2013
Womble Carlyle Sandridge & Rice LLP 2001 - 2008
Rhodes and Mason 1999 - 2001
Progress Energy 1983 - 1999
US Army June 1977 - December 1982
Skills
Intellectual Property, Patent Applications, Patent Prosecution, Trademarks, Trade Secrets, Patent Litigation, Trademark Infringement, Litigation, Licensing, Civil Litigation, Corporate Law, Unfair Competition, Commercial Litigation, Appeals, Product Liability, Legal Research, Mediation, Legal Writing, Arbitration, Contract Negotiation, Competition Law, Due Diligence, Bankruptcy
Education
North Carolina Central University School of Law 1994 — 1998
Doctor of Law (J.D.), Law, A
North Carolina State University - College of Management 1990 — 1993
Master of Science (M.S.), Management
United States Military Academy at West Point 1973 — 1977
Bachelor of Science (B.S.), Engineering
Financial Industry November 2014 - Present
Edward Jones August 2013 - July 2014
Womble Carlyle Sandridge & Rice PLLC 2008 - 2013
Womble Carlyle Sandridge & Rice LLP 2001 - 2008
Rhodes and Mason 1999 - 2001
Progress Energy 1983 - 1999
US Army June 1977 - December 1982
Skills
Intellectual Property, Patent Applications, Patent Prosecution, Trademarks, Trade Secrets, Patent Litigation, Trademark Infringement, Litigation, Licensing, Civil Litigation, Corporate Law, Unfair Competition, Commercial Litigation, Appeals, Product Liability, Legal Research, Mediation, Legal Writing, Arbitration, Contract Negotiation, Competition Law, Due Diligence, Bankruptcy
Education
North Carolina Central University School of Law 1994 — 1998
Doctor of Law (J.D.), Law, A
North Carolina State University - College of Management 1990 — 1993
Master of Science (M.S.), Management
United States Military Academy at West Point 1973 — 1977
Bachelor of Science (B.S.), Engineering
Iyke Udegbunam's Edward Jones Experience May 2013 - August 2013
Job Equity Summer Associate at Voya Financial (Formerly ING Financial)
Industry Higher Education
Experience
Voya Financial May 2015 - August 2015
IBI June 2014 - August 2014
Texas Southern University June 2009 - May 2014
Edward Jones May 2013 - August 2013
Texas Southern University May 2012 - August 2012
Skills
FactSet, Banner 8, Research, Financial Modeling, structure query Language, Microsoft Excel, Account Reconciliation, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Team Management, Team Leadership, Team Building, Financial Accounting, Business Communications, Trading Strategies, Investment Strategies, Financial Services
Education
Texas Southern University 2015 — 2016
Master’s Degree, Business Administration and Management, General, 3.83
New York University
Investment Banking, 3.63
Texas Southern University
Bachelors, Finance & Accounting, 3.63
Voya Financial May 2015 - August 2015
IBI June 2014 - August 2014
Texas Southern University June 2009 - May 2014
Edward Jones May 2013 - August 2013
Texas Southern University May 2012 - August 2012
Skills
FactSet, Banner 8, Research, Financial Modeling, structure query Language, Microsoft Excel, Account Reconciliation, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Team Management, Team Leadership, Team Building, Financial Accounting, Business Communications, Trading Strategies, Investment Strategies, Financial Services
Education
Texas Southern University 2015 — 2016
Master’s Degree, Business Administration and Management, General, 3.83
New York University
Investment Banking, 3.63
Texas Southern University
Bachelors, Finance & Accounting, 3.63
David Varner, AAMS's Edward Jones Experience October 2003 - Present
Job Financial Advisor at Ameriprise Financial, Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Edward Jones October 2003 - Present
IBM May 1985 - April 2003
Skills
Retirement Planning, Investments, Finance, Strategic Planning, Public Speaking, Team Building, Small Business, Customer Service, Insurance, Mutual Funds, Equities, Risk Management, Marketing
Education
College Of Financial Planning 2005 — 2005
Accredited Asset Management Specialist, Financial Planning
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. July 2015 - Present
Edward Jones October 2003 - Present
IBM May 1985 - April 2003
Skills
Retirement Planning, Investments, Finance, Strategic Planning, Public Speaking, Team Building, Small Business, Customer Service, Insurance, Mutual Funds, Equities, Risk Management, Marketing
Education
College Of Financial Planning 2005 — 2005
Accredited Asset Management Specialist, Financial Planning
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical Engineering
North Carolina State University 1981 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Fred Gunther's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Fixed Annuities, Asset Allocation, Series 7, Retirement, Strategic Financial..., Investments
Education
North Carolina State University
Bachelor's degree, Economics and Business Management
Edward Jones
Skills
Fixed Annuities, Asset Allocation, Series 7, Retirement, Strategic Financial..., Investments
Education
North Carolina State University
Bachelor's degree, Economics and Business Management
Chase White's Edward Jones Experience October 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Renewal by Andersen October 2009 - October 2011
Chase Investment Properties January 2009 - September 2009
Skills
Residential Homes
Education
North Carolina State University 2001 — 2004
B.S., Agriculture Business Management, Conc. Biological Science
Edward Jones October 2011 - Present
Renewal by Andersen October 2009 - October 2011
Chase Investment Properties January 2009 - September 2009
Skills
Residential Homes
Education
North Carolina State University 2001 — 2004
B.S., Agriculture Business Management, Conc. Biological Science
Diana Seward's Edward Jones Experience January 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2006 - Present
Western Bank/Community First 1984 - 2005
Education
New Mexico State University
Edward Jones January 2006 - Present
Western Bank/Community First 1984 - 2005
Education
New Mexico State University
Amanda Dworznicki's Edward Jones Experience November 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Target January 2013 - November 2014
Hendrick Kia of Cary November 2012 - January 2013
Independent Sales Advisor Lia Sophia Jewelry August 2011 - November 2012
Ivy House Publishing Group September 2010 - November 2012
The Technician January 2009 - March 2010
Boson Books August 2009 - December 2009
University Housing August 2007 - May 2009
Skills
Copy Editing, Copywriting, Marketing, Web Content, Newsletters, Editing, Public Relations, Published Author, InDesign, Proofreading, Teaching, Public Speaking, Publications, Research, Creative Writing, Publishing, Books, Adobe Creative Suite, Social Media, Photoshop, Advertising, Editorial, Blogging
Education
North Carolina State University 2006 — 2010
English, English, Creative Writing, Linguistics
Edward Jones November 2014 - Present
Target January 2013 - November 2014
Hendrick Kia of Cary November 2012 - January 2013
Independent Sales Advisor Lia Sophia Jewelry August 2011 - November 2012
Ivy House Publishing Group September 2010 - November 2012
The Technician January 2009 - March 2010
Boson Books August 2009 - December 2009
University Housing August 2007 - May 2009
Skills
Copy Editing, Copywriting, Marketing, Web Content, Newsletters, Editing, Public Relations, Published Author, InDesign, Proofreading, Teaching, Public Speaking, Publications, Research, Creative Writing, Publishing, Books, Adobe Creative Suite, Social Media, Photoshop, Advertising, Editorial, Blogging
Education
North Carolina State University 2006 — 2010
English, English, Creative Writing, Linguistics
Ashley V. Elverson's Edward Jones Experience November 2013 - April 2014
Job Customer Service Representative at First National Financial LP
Industry Financial Services
Experience
First National Financial LP March 2015 - Present
Cj's Cafe in Bronte September 2012 - June 2015
First National Financial LP 2015 - 2015
Edward Jones November 2013 - April 2014
BMO Nesbitt Burns September 2010 - September 2011
Wallmart-3064 December 2006 - February 2011
Mayhew Wealth Management January 2010 - May 2010
Skills
Wealth Management, Investments, Administrative..., Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Financial Planners, Microsoft Office, GIMP, Financial Analysis, Direct Sales, Customer Service, Customer Acquisition, Compliance, Drawing, Equities, Economics, Financial Risk, Bonds, h, Microsoft Excel, Microsoft Word, Mac, Social Networking, Strategic Planning, Risk Assessment, Qualitative Research, Quantitative Research, Trading, Windows, Financial Advisory
Education
Nipissing University 2012 — 2013
Bachelor of Commerce (BCom), Finance and Wealth Management, 3.3
Sheridan College 2008 — 2012
Advanced Diploma, Banking and Wealth Management, 3.6
Sheridan College 2007 — 2008
Certificate, Art Fundamentals
First National Financial LP March 2015 - Present
Cj's Cafe in Bronte September 2012 - June 2015
First National Financial LP 2015 - 2015
Edward Jones November 2013 - April 2014
BMO Nesbitt Burns September 2010 - September 2011
Wallmart-3064 December 2006 - February 2011
Mayhew Wealth Management January 2010 - May 2010
Skills
Wealth Management, Investments, Administrative..., Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Financial Planners, Microsoft Office, GIMP, Financial Analysis, Direct Sales, Customer Service, Customer Acquisition, Compliance, Drawing, Equities, Economics, Financial Risk, Bonds, h, Microsoft Excel, Microsoft Word, Mac, Social Networking, Strategic Planning, Risk Assessment, Qualitative Research, Quantitative Research, Trading, Windows, Financial Advisory
Education
Nipissing University 2012 — 2013
Bachelor of Commerce (BCom), Finance and Wealth Management, 3.3
Sheridan College 2008 — 2012
Advanced Diploma, Banking and Wealth Management, 3.6
Sheridan College 2007 — 2008
Certificate, Art Fundamentals
Kane Crume's Edward Jones Experience April 2009 - January 2010
Job Internal wholesaler at AIG American General
Industry Financial Services
Experience
AIG-American General September 2013 - Present
AIG-Valic September 2012 - September 2013
Franklin Square Capital Partners April 2011 - June 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Edward Jones April 2009 - January 2010
Self Employed September 2007 - March 2009
NFL January 2007 - September 2007
Skills
Asset Allocation, Customer Service, Finance, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Strategic Financial..., Wealth Management
Education
University of Rhode Island - College of Business Administration 2005 — 2006
Bachelor's, Marketing, Finance
New Mexico Military Institute 2002 — 2004
Associate's, Business
AIG-American General September 2013 - Present
AIG-Valic September 2012 - September 2013
Franklin Square Capital Partners April 2011 - June 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Edward Jones April 2009 - January 2010
Self Employed September 2007 - March 2009
NFL January 2007 - September 2007
Skills
Asset Allocation, Customer Service, Finance, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Strategic Financial..., Wealth Management
Education
University of Rhode Island - College of Business Administration 2005 — 2006
Bachelor's, Marketing, Finance
New Mexico Military Institute 2002 — 2004
Associate's, Business
Jason Gulbrandson's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Education
Winona State University 1999 — 2002
Bachelor of Arts (BA)
North Hennepin Community College 1997 — 1999
Associate's degree
Edward Jones December 2013 - Present
Education
Winona State University 1999 — 2002
Bachelor of Arts (BA)
North Hennepin Community College 1997 — 1999
Associate's degree
Diana Tabor's Edward Jones Experience May 2004 - September 2006
Job Program Assistant at Independent Distributors of Electronics Association
Industry Public Relations and Communications
Experience
Independent Distributors of Electronics Association March 2015 - Present
Designs By Diana June 2011 - Present
Data Management Services, Inc. September 2008 - May 2011
Edward Jones May 2004 - September 2006
Houma Area Convention and Visitors Bureau May 2003 - May 2004
Consumer Electronics Association 2001 - 2001
Skills
Event Planning, Marketing, Public Relations, Public Speaking, Marketing Communications, Microsoft Office, Time Management, Social Media, Advertising, Social Media Marketing, Sales, Press Releases, Marketing Strategy, Facebook, Email Marketing, Account Management
Education
Nicholls State University 1997 — 2002
B.A., Mass Communications
Independent Distributors of Electronics Association March 2015 - Present
Designs By Diana June 2011 - Present
Data Management Services, Inc. September 2008 - May 2011
Edward Jones May 2004 - September 2006
Houma Area Convention and Visitors Bureau May 2003 - May 2004
Consumer Electronics Association 2001 - 2001
Skills
Event Planning, Marketing, Public Relations, Public Speaking, Marketing Communications, Microsoft Office, Time Management, Social Media, Advertising, Social Media Marketing, Sales, Press Releases, Marketing Strategy, Facebook, Email Marketing, Account Management
Education
Nicholls State University 1997 — 2002
B.A., Mass Communications
Michelle (Murray) Cates's Edward Jones Experience January 2008 - October 2008
Job Deputy Treasurer, Dewey County
Industry Government Administration
Experience
Farmers Insurance Group of Companies January 2012 - January 2013
Legacy Investment Services, Inc. April 2011 - December 2011
American National Insurance December 2008 - October 2010
Edward Jones January 2008 - October 2008
Skills
Event Planning, Scheduling, Customer Service, Outlook, Accounts Payable, Spreadsheets, Accounting, Microsoft Excel, QuickBooks, Administrative..., Data Entry, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Analysis, Time Management, Insurance
Education
New Mexico Highlands University 2005 — 2013
Bachelor of Business Administration (BBA), Accounting
New Mexico State University 2003 — 2005
Finance & Accounting
Farmers Insurance Group of Companies January 2012 - January 2013
Legacy Investment Services, Inc. April 2011 - December 2011
American National Insurance December 2008 - October 2010
Edward Jones January 2008 - October 2008
Skills
Event Planning, Scheduling, Customer Service, Outlook, Accounts Payable, Spreadsheets, Accounting, Microsoft Excel, QuickBooks, Administrative..., Data Entry, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Analysis, Time Management, Insurance
Education
New Mexico Highlands University 2005 — 2013
Bachelor of Business Administration (BBA), Accounting
New Mexico State University 2003 — 2005
Finance & Accounting
Jan St Aubin's Edward Jones Experience 2003 - 2013
Job Scheduler/Receptionist at Allina Hospitals & Clinics
Industry Hospital & Health Care
Experience
Allina Hospitals & Clinics November 2005 - Present
Park Nicollet Health Services 2010 - 2013
Edward Jones 2003 - 2013
Puffer Dental 1996 - 2006
Integra Telecom 1986 - 2003
Prior Lake State Bank 1983 - 1986
Warner Manufacturing 1971 - 1972
Skills
Epic Systems, EMR, Medical Records, Appointment Scheduling, Hospitals, EHR, Healthcare, HIPAA, Patient Safety, BLS
Education
University of Phoenix 2006 — 2010
Bachelor of Business Administration (BBA), 3.8
Canby High 1966 — 1972
Normandale Community College
Creative Writing, Business Writing, Math, 3.75
Allina Hospitals & Clinics November 2005 - Present
Park Nicollet Health Services 2010 - 2013
Edward Jones 2003 - 2013
Puffer Dental 1996 - 2006
Integra Telecom 1986 - 2003
Prior Lake State Bank 1983 - 1986
Warner Manufacturing 1971 - 1972
Skills
Epic Systems, EMR, Medical Records, Appointment Scheduling, Hospitals, EHR, Healthcare, HIPAA, Patient Safety, BLS
Education
University of Phoenix 2006 — 2010
Bachelor of Business Administration (BBA), 3.8
Canby High 1966 — 1972
Normandale Community College
Creative Writing, Business Writing, Math, 3.75
Marcelle Blanchard's Edward Jones Experience December 1999 - Present
Job Branch Office Administrator at Edward Jones
Industry
Experience
Edward Jones December 1999 - Present
Education
Nicholls State University 1968 — 1970
Associate's Degree, Business
Edward Jones December 1999 - Present
Education
Nicholls State University 1968 — 1970
Associate's Degree, Business
Dustin Warren's Edward Jones Experience 2009 - 2010
Job Operations Manager at RegEd
Industry Financial Services
Experience
RegEd 2012 - Present
Cisco 2011 - 2011
Edward Jones 2009 - 2010
SAS 2007 - 2009
Skills
Process Improvement, Operations Management, Team Leadership, Strategic Planning, Team Building, Management, Performance Management, Microsoft Excel, Employee Relations, Business Analysis, Project Management, Analytics, Leadership
Education
North Carolina State University 2005 — 2007
Master of Business Administration (MBA), Marketing
UNC Chapel Hill
Bachelor's degree, Management and Society
RegEd 2012 - Present
Cisco 2011 - 2011
Edward Jones 2009 - 2010
SAS 2007 - 2009
Skills
Process Improvement, Operations Management, Team Leadership, Strategic Planning, Team Building, Management, Performance Management, Microsoft Excel, Employee Relations, Business Analysis, Project Management, Analytics, Leadership
Education
North Carolina State University 2005 — 2007
Master of Business Administration (MBA), Marketing
UNC Chapel Hill
Bachelor's degree, Management and Society
Mackenzie Davis's Edward Jones Experience September 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Stealz, Inc. September 2012 - February 2013
Skills
Customer Service, Teamwork, Time Management
Education
North Carolina State University 2009 — 2013
B.S. Business Administration, Concentration in Entrepreneurship
Edward Jones September 2013 - Present
Stealz, Inc. September 2012 - February 2013
Skills
Customer Service, Teamwork, Time Management
Education
North Carolina State University 2009 — 2013
B.S. Business Administration, Concentration in Entrepreneurship
Doug Melby's Edward Jones Experience 2004 - 2009
Job CFP, Financial Services Professional
Industry Financial Services
Experience
Heartland Trust Company 2010 - 2015
Mayville State University 2005 - 2009
Edward Jones 2004 - 2009
Skills
Wealth Management, Portfolio Management, Investment Advisory, Management, Policy Analysis, Program Management, Teaching, Retirement Plan..., Financial Planning, Bicycle Repair, Economic Research, Program Evaluation, Public Sector Budgeting, Strategic Planning
Education
The University of North Dakota 1997 — 1998
Master's program, Public Administration
New York University
Professional Certificate, Financial Planning
University of Minnesota-Twin Cities
Bachelor's degree, Political Science and Economics
Heartland Trust Company 2010 - 2015
Mayville State University 2005 - 2009
Edward Jones 2004 - 2009
Skills
Wealth Management, Portfolio Management, Investment Advisory, Management, Policy Analysis, Program Management, Teaching, Retirement Plan..., Financial Planning, Bicycle Repair, Economic Research, Program Evaluation, Public Sector Budgeting, Strategic Planning
Education
The University of North Dakota 1997 — 1998
Master's program, Public Administration
New York University
Professional Certificate, Financial Planning
University of Minnesota-Twin Cities
Bachelor's degree, Political Science and Economics
Emery Doughtie's Edward Jones Experience September 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2004 - Present
Doughtie Inc. May 1979 - September 2004
Education
North Carolina State University 1975 — 1979
Bachelor of Science (BS), Agric and Life Sciences
Edward Jones September 2004 - Present
Doughtie Inc. May 1979 - September 2004
Education
North Carolina State University 1975 — 1979
Bachelor of Science (BS), Agric and Life Sciences
Casie Saigh's Edward Jones Experience January 2011 - May 2013
Job Fund Administrator at Twain Financial Partners
Industry Financial Services
Experience
Twain Financial Partners April 2015 - Present
PH Financial Services November 2013 - April 2015
Edward Jones January 2011 - May 2013
Skills
Mutual Funds, Cost Basis Reporting, Financial Analysis, Fixed Income, Process Improvement
Education
New Mexico State University
M.B.A.
Twain Financial Partners April 2015 - Present
PH Financial Services November 2013 - April 2015
Edward Jones January 2011 - May 2013
Skills
Mutual Funds, Cost Basis Reporting, Financial Analysis, Fixed Income, Process Improvement
Education
New Mexico State University
M.B.A.
Matt Perleberg's Edward Jones Experience January 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Fastenal Company April 2007 - Present
Fastenal April 2007 - Present
Fastenal June 2006 - April 2007
Pribbs Steel & MFG October 2004 - June 2006
Skills
Purchasing, Sales Management, Customer-focused Service, Written & Verbal..., Computer/Technical...
Education
North Dakota State University 2009 — 2011
Bachelor of Science (BS), University Studies with emphasis in Business Management
The University of North Dakota 2007 — 2009
Edward Jones January 2014 - Present
Fastenal Company April 2007 - Present
Fastenal April 2007 - Present
Fastenal June 2006 - April 2007
Pribbs Steel & MFG October 2004 - June 2006
Skills
Purchasing, Sales Management, Customer-focused Service, Written & Verbal..., Computer/Technical...
Education
North Dakota State University 2009 — 2011
Bachelor of Science (BS), University Studies with emphasis in Business Management
The University of North Dakota 2007 — 2009
Cecilia B. Franks's Edward Jones Experience May 2008 - August 2008
Job Attorney at Law
Industry Law Practice
Experience
Self-employed October 2013 - Present
Legal Aid of North Carolina in Durham August 2012 - November 2012
Chatham County Clerk of Court May 2012 - July 2012
First Citizens Bank December 2009 - August 2010
Liberty Tax Service January 2010 - March 2010
Edward Jones May 2008 - August 2008
Education
North Carolina Central University School of Law 2010 — 2013
Doctor of Law (JD), Law
The University of North Carolina at Charlotte 2006 — 2009
Bachelor of Science in Business Administration, Finance, General
Self-employed October 2013 - Present
Legal Aid of North Carolina in Durham August 2012 - November 2012
Chatham County Clerk of Court May 2012 - July 2012
First Citizens Bank December 2009 - August 2010
Liberty Tax Service January 2010 - March 2010
Edward Jones May 2008 - August 2008
Education
North Carolina Central University School of Law 2010 — 2013
Doctor of Law (JD), Law
The University of North Carolina at Charlotte 2006 — 2009
Bachelor of Science in Business Administration, Finance, General
Jason Kiser's Edward Jones Experience 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Food Lion 1996 - 2012
Education
North Carolina State University 1995 — 2000
Bachelor's degree, Agricultural Business and Management / Animal Science
Edward Jones 2012 - Present
Food Lion 1996 - 2012
Education
North Carolina State University 1995 — 2000
Bachelor's degree, Agricultural Business and Management / Animal Science
Beth Sammon's Edward Jones Experience October 2009 - Present
Job Sr. Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2009 - Present
The Caves of Faribault September 2008 - October 2009
Education
Normandale Community College
Edward Jones October 2009 - Present
The Caves of Faribault September 2008 - October 2009
Education
Normandale Community College
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation