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
Kerri Tuttle, MBA, CLU®, LUTCF Kerri Tuttle, MBA, CLU®, LUTCF's Edward Jones Experience April 2004 - December 2006
Job Advanced Sales at Missouri Farm Bureau
Industry Insurance
Experience
Missouri Farm Bureau Insurance January 2007 - Present
Tuttle Farms May 2005 - Present
USA Volleyball November 2004 - Present
Edward Jones April 2004 - December 2006
Northwest Missouri State University August 2003 - May 2004
America's Best Inns & Suites May 2002 - May 2004
Southwestern Advantage May 2000 - August 2001
Skills
Coaching, Sales, Marketing Strategy, Public Speaking, Creative Problem Solving, Teaching, Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Health Insurance, Employee Benefits, Leadership, Presentation Coaching, Strategic Consulting, Strategic Planning, Process Improvement, Marketing, Sales Process, Sales Presentations, High Achiever, Includer, Research, Innovation, Training, Employee Training, Technical Training
Education
The American College 2006 — 2012
CLU®, LUTCF, Financial Services
Northwest Missouri State University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northwest Missouri State University 1999 — 2003
Bachelor's Degree, Business Administration and Management, General, 3.92/4.00 (Magna Cum Laude)
Johnson-Brock High School 1996 — 1999
High School
Missouri Farm Bureau Insurance January 2007 - Present
Tuttle Farms May 2005 - Present
USA Volleyball November 2004 - Present
Edward Jones April 2004 - December 2006
Northwest Missouri State University August 2003 - May 2004
America's Best Inns & Suites May 2002 - May 2004
Southwestern Advantage May 2000 - August 2001
Skills
Coaching, Sales, Marketing Strategy, Public Speaking, Creative Problem Solving, Teaching, Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Health Insurance, Employee Benefits, Leadership, Presentation Coaching, Strategic Consulting, Strategic Planning, Process Improvement, Marketing, Sales Process, Sales Presentations, High Achiever, Includer, Research, Innovation, Training, Employee Training, Technical Training
Education
The American College 2006 — 2012
CLU®, LUTCF, Financial Services
Northwest Missouri State University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northwest Missouri State University 1999 — 2003
Bachelor's Degree, Business Administration and Management, General, 3.92/4.00 (Magna Cum Laude)
Johnson-Brock High School 1996 — 1999
High School
Mark Aho, MBA, CFP®, CIMA® Mark Aho, MBA, CFP®, CIMA®'s Edward Jones Experience April 1988 - June 1990
Job President, Mark Aho Financial Group / Financial Advisor, Raymond James Financial Services
Industry Financial Services
Experience
Mark Aho Financial Group, An Independent Firm October 2013 - Present
Wells Fargo Advisors September 2003 - October 2013
Smith Barney January 1996 - January 2003
Commercial Banking July 1990 - December 1996
Edward Jones April 1988 - June 1990
D & N savings Bank September 1983 - March 1988
Skills
Retirement Planning, Wealth Management, Banking, Financial Advisory, Loans, Investments, Series 7, Credit, Management, Financial Markets, Pensions, Mortgage Lending, Mutual Funds, Portfolio Management, Strategic Financial..., Series 63, Consumer Lending, Investment Advisory, Credit Analysis, Financial Analysis
Education
Northern Michigan University 1974 — 1983
Bachelor of Science and Masters, Business Administration and Management, General
Mark Aho Financial Group, An Independent Firm October 2013 - Present
Wells Fargo Advisors September 2003 - October 2013
Smith Barney January 1996 - January 2003
Commercial Banking July 1990 - December 1996
Edward Jones April 1988 - June 1990
D & N savings Bank September 1983 - March 1988
Skills
Retirement Planning, Wealth Management, Banking, Financial Advisory, Loans, Investments, Series 7, Credit, Management, Financial Markets, Pensions, Mortgage Lending, Mutual Funds, Portfolio Management, Strategic Financial..., Series 63, Consumer Lending, Investment Advisory, Credit Analysis, Financial Analysis
Education
Northern Michigan University 1974 — 1983
Bachelor of Science and Masters, Business Administration and Management, General
Joshua Eller's Edward Jones Experience June 2014 - August 2014
Job Looking not to be the standard but set new standards!!
Industry Financial Services
Experience
NIU Veterans Association May 2014 - Present
Edward Jones June 2014 - August 2014
Best Buy November 2013 - April 2014
Illinois National Guard November 2007 - November 2013
Rock Valley College August 2011 - May 2012
Skills
Human Resources, Onboarding, Employee Relations, Performance Management, Recruiting, Employee Benefits, New Hire Orientations, Benefits Administration, Interviews, Training, Payroll, Leadership Development, Personnel Management, Leadership, Organizational..., Deferred Compensation, Coaching, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Teamwork, Public Speaking, PowerPoint, Time Management
Education
Northern Illinois University 2012 — 2015
Business Administration and Management, General
Rock Valley College 2009 — 2012
Business Administration and Management, General
NIU Veterans Association May 2014 - Present
Edward Jones June 2014 - August 2014
Best Buy November 2013 - April 2014
Illinois National Guard November 2007 - November 2013
Rock Valley College August 2011 - May 2012
Skills
Human Resources, Onboarding, Employee Relations, Performance Management, Recruiting, Employee Benefits, New Hire Orientations, Benefits Administration, Interviews, Training, Payroll, Leadership Development, Personnel Management, Leadership, Organizational..., Deferred Compensation, Coaching, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Teamwork, Public Speaking, PowerPoint, Time Management
Education
Northern Illinois University 2012 — 2015
Business Administration and Management, General
Rock Valley College 2009 — 2012
Business Administration and Management, General
Nathan Britsch Nathan Britsch's Edward Jones Experience June 2008 - December 2009
Job Compliance Manager at Perl Mortgage
Industry Banking
Experience
Perl Mortgage February 2015 - Present
Wintrust Mortgage August 2014 - February 2015
Perl Mortgage July 2011 - August 2014
Wells Fargo Home Mortgage November 2010 - May 2011
PNC Mortgage July 2010 - November 2010
Market Place Mortgage Corp. January 2010 - July 2010
Edward Jones June 2008 - December 2009
Smart Mortgage Centers, Inc. December 2005 - June 2008
Oak Street Mortgage June 2005 - December 2005
Lending Solutions March 2003 - February 2005
Skills
Mortgage Lending, Management, Consumer Lending, Quality Control, Mortgage Banking, FHA financing, Compliance, Mortgage Underwriting, Condos, Fair Housing Law, RESPA, FHA, Residential Mortgages, Loan Origination, VA loans, USDA, Credit Analysis, Credit, Refinance, Loss Mitigation, Banking, Finance, Reverse Mortgages, Non-Conforming, Funding, Certified Mortgage..., Construction Loans, Loan Servicing, Commercial Lending, FHA Financing
Education
Northern Illinois University 2000 — 2004
Music, Recording
Perl Mortgage February 2015 - Present
Wintrust Mortgage August 2014 - February 2015
Perl Mortgage July 2011 - August 2014
Wells Fargo Home Mortgage November 2010 - May 2011
PNC Mortgage July 2010 - November 2010
Market Place Mortgage Corp. January 2010 - July 2010
Edward Jones June 2008 - December 2009
Smart Mortgage Centers, Inc. December 2005 - June 2008
Oak Street Mortgage June 2005 - December 2005
Lending Solutions March 2003 - February 2005
Skills
Mortgage Lending, Management, Consumer Lending, Quality Control, Mortgage Banking, FHA financing, Compliance, Mortgage Underwriting, Condos, Fair Housing Law, RESPA, FHA, Residential Mortgages, Loan Origination, VA loans, USDA, Credit Analysis, Credit, Refinance, Loss Mitigation, Banking, Finance, Reverse Mortgages, Non-Conforming, Funding, Certified Mortgage..., Construction Loans, Loan Servicing, Commercial Lending, FHA Financing
Education
Northern Illinois University 2000 — 2004
Music, Recording
Corissa Shipe's Edward Jones Experience June 2013 - Present
Job Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Kentucky University
General Studies
Edward Jones June 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Kentucky University
General Studies
Emily Monsen Emily Monsen's Edward Jones Experience May 2012 - December 2013
Job Student at Northern State University
Industry Accounting
Experience
Wheat Growers March 2015 - Present
Northern State University January 2013 - May 2015
Precision Wall Systems, Inc June 2012 - March 2015
Edward Jones May 2012 - December 2013
Skills
People Skills, Microsoft Office, Cost Accounting, Access, Accounts Receivable, Payroll, Office Administration, Accounts Payable, Data Entry, Office Management, Outlook, Public Speaking, Spreadsheets
Education
Northern State University 2011 — 2015
Accounting
Wheat Growers March 2015 - Present
Northern State University January 2013 - May 2015
Precision Wall Systems, Inc June 2012 - March 2015
Edward Jones May 2012 - December 2013
Skills
People Skills, Microsoft Office, Cost Accounting, Access, Accounts Receivable, Payroll, Office Administration, Accounts Payable, Data Entry, Office Management, Outlook, Public Speaking, Spreadsheets
Education
Northern State University 2011 — 2015
Accounting
Michael DeGraff Michael DeGraff's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Royal Fox Country Club April 2013 - March 2014
Whitetail Ridge Golf Club March 2011 - April 2013
Skills
Sports, Event Management, Social Networking, Golf, Sports Management, Sports Marketing, Sports Coaching, Customer Service, Coaching, Microsoft Office, Management, Microsoft Excel, Inventory Management, Budgets, Event Planning, Microsoft Word, Sales, Hospitality, PowerPoint, Social Media, Leadership, Advanced Mathematics
Education
Northern Illinois University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Computational Mathematics
Edward Jones April 2014 - Present
Royal Fox Country Club April 2013 - March 2014
Whitetail Ridge Golf Club March 2011 - April 2013
Skills
Sports, Event Management, Social Networking, Golf, Sports Management, Sports Marketing, Sports Coaching, Customer Service, Coaching, Microsoft Office, Management, Microsoft Excel, Inventory Management, Budgets, Event Planning, Microsoft Word, Sales, Hospitality, PowerPoint, Social Media, Leadership, Advanced Mathematics
Education
Northern Illinois University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Computational Mathematics
David Heide David Heide's Edward Jones Experience December 1990 - June 1995
Job Financial Advisor l Managing Director Investments at Heide Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1995 - Present
Edward Jones December 1990 - June 1995
Skills
Investments, Finance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Management, Financial Advisory, Retirement, Securities, Alternative Investments, ETFs, 401k Rollovers, Insurance, Tax-Effecient Strategies
Education
Northern Illinois University 1981 — 1985
Bachelors, Business- Marketing
Wells Fargo Advisors June 1995 - Present
Edward Jones December 1990 - June 1995
Skills
Investments, Finance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Management, Financial Advisory, Retirement, Securities, Alternative Investments, ETFs, 401k Rollovers, Insurance, Tax-Effecient Strategies
Education
Northern Illinois University 1981 — 1985
Bachelors, Business- Marketing
Tiffany K. Hughes's Edward Jones Experience November 2014 - Present
Job Handler/Trainer/Owner/Blogger/SocialMediaManager at Tiffany's Diamond Dogs & Owner/Photographer at Wind Wolf Photography
Industry Photography
Experience
Edward Jones November 2014 - Present
Tiffany's Diamond Dogs September 2013 - Present
Wind Wolf Photography January 2011 - Present
Goin' to Grandma's Bed and Biscuit Kennel November 2008 - May 2009
Skills
Digital Photography, Photography, Facebook, Social Media, Photoshop, Portrait Photography, Blogging, Social Media Marketing, Social Networking, Lightroom, Video Editing, Graphic Design, Image Editing, Dog Training, Dogs, Mac
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Photography
Edward Jones November 2014 - Present
Tiffany's Diamond Dogs September 2013 - Present
Wind Wolf Photography January 2011 - Present
Goin' to Grandma's Bed and Biscuit Kennel November 2008 - May 2009
Skills
Digital Photography, Photography, Facebook, Social Media, Photoshop, Portrait Photography, Blogging, Social Media Marketing, Social Networking, Lightroom, Video Editing, Graphic Design, Image Editing, Dog Training, Dogs, Mac
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Photography
Jenny Mueller Jenny Mueller's Edward Jones Experience February 2015 - April 2015
Job Director of Sales and Client Engagement at LumenAd
Industry Marketing and Advertising
Experience
LumenAd July 2015 - Present
Edward Jones February 2015 - April 2015
Downtown Missoula Partnership July 2012 - February 2015
Adventure Life June 2011 - December 2012
Skills
Event Management, Social Media, Spanish, Public Relations, Online Marketing, Social Media Marketing, Customer Service, Travel Planning, Event Planning, Tourism, Hospitality, Social Networking, Marketing Analytics
Education
University of Montana 2009 — 2011
Master of Arts (M.A.), Applied Linguistics
Northern Arizona University 2004 — 2008
Bachelor of Science (B.S.), International Hospitality Management
LumenAd July 2015 - Present
Edward Jones February 2015 - April 2015
Downtown Missoula Partnership July 2012 - February 2015
Adventure Life June 2011 - December 2012
Skills
Event Management, Social Media, Spanish, Public Relations, Online Marketing, Social Media Marketing, Customer Service, Travel Planning, Event Planning, Tourism, Hospitality, Social Networking, Marketing Analytics
Education
University of Montana 2009 — 2011
Master of Arts (M.A.), Applied Linguistics
Northern Arizona University 2004 — 2008
Bachelor of Science (B.S.), International Hospitality Management
Sara Charbonneau's Edward Jones Experience November 2012 - Present
Job OnCall BOA at Edward Jones
Industry Hospitality
Experience
Edward Jones November 2012 - Present
The Biz Backer January 2014 - Present
Roys Restaurant June 2014 - Present
Honua Kai Resort and Spa December 2012 - July 2014
Education
Northern Arizina University 2007 — 2009
Bachelor’s Degree, Finance, General
Northern Arizona University 2007 — 2009
Bachelor’s Degree, Marketing
Edward Jones November 2012 - Present
The Biz Backer January 2014 - Present
Roys Restaurant June 2014 - Present
Honua Kai Resort and Spa December 2012 - July 2014
Education
Northern Arizina University 2007 — 2009
Bachelor’s Degree, Finance, General
Northern Arizona University 2007 — 2009
Bachelor’s Degree, Marketing
Deborah Lehman Deborah Lehman's Edward Jones Experience July 2011 - July 2012
Job PMP and Experienced Project/Product Coordinator
Industry Professional Training & Coaching
Experience
Maneuvering Life Coaching, LLC May 2014 - Present
Express Scripts July 2012 - April 2014
Edward Jones July 2011 - July 2012
First Bank May 2007 - July 2011
Various Contract Positions August 2003 - February 2005
Experian/Customer Insight Company 1995 - 2000
Education
Northwest Missouri State University 1975 — 1979
B.S., Marketing and Office Administration
Maneuvering Life Coaching, LLC May 2014 - Present
Express Scripts July 2012 - April 2014
Edward Jones July 2011 - July 2012
First Bank May 2007 - July 2011
Various Contract Positions August 2003 - February 2005
Experian/Customer Insight Company 1995 - 2000
Education
Northwest Missouri State University 1975 — 1979
B.S., Marketing and Office Administration
Cheryl LeMere's Edward Jones Experience September 1998 - Present
Job Dedicated Financial Advisor
Industry Financial Services
Experience
Edward Jones September 1998 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Series 7, Series 66
Education
Northeast Wisconsin Technical College 1982 — 1984
Business/Finance
Edward Jones September 1998 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Series 7, Series 66
Education
Northeast Wisconsin Technical College 1982 — 1984
Business/Finance
Jen (Lowry) Mysliwicz's Edward Jones Experience March 2009 - December 2009
Job Consultative Sales, Financial Services, SaaS
Industry Financial Services
Experience
Advicent Solutions October 2013 - Present
Columbia Management November 2010 - October 2013
Edward Jones March 2009 - December 2009
Deutsche Bank January 2006 - June 2006
John Hancock January 2005 - June 2005
Skills
Series 7, Sales, Mutual Funds, Salesforce.com, Investments, Wealth Management, Financial Services, Fixed Income, Retirement Planning, Series 63, Finance, Financial Planning, Asset Management, Insurance, Asset Allocation
Education
Northeastern University 2003 — 2007
BS, Finance and Insurance
Advicent Solutions October 2013 - Present
Columbia Management November 2010 - October 2013
Edward Jones March 2009 - December 2009
Deutsche Bank January 2006 - June 2006
John Hancock January 2005 - June 2005
Skills
Series 7, Sales, Mutual Funds, Salesforce.com, Investments, Wealth Management, Financial Services, Fixed Income, Retirement Planning, Series 63, Finance, Financial Planning, Asset Management, Insurance, Asset Allocation
Education
Northeastern University 2003 — 2007
BS, Finance and Insurance
Sam Celentino Sam Celentino's Edward Jones Experience 2008 - 2008
Job Claims Representative
Industry Marketing and Advertising
Experience
Auto-Owners Insurance September 2013 - Present
Telecommunications Association of Michigan August 2013 - September 2013
Minocqua / Kawaguesaga Lakes Protection Association, Inc. June 2012 - July 2012
Edward Jones 2008 - 2008
Skills
Commercial Insurance, Customer Service
Education
Northern Michigan University 2008 — 2013
Bachelor of Science, Marketing
Auto-Owners Insurance September 2013 - Present
Telecommunications Association of Michigan August 2013 - September 2013
Minocqua / Kawaguesaga Lakes Protection Association, Inc. June 2012 - July 2012
Edward Jones 2008 - 2008
Skills
Commercial Insurance, Customer Service
Education
Northern Michigan University 2008 — 2013
Bachelor of Science, Marketing
Thomas McFadden Thomas McFadden's Edward Jones Experience March 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Menards January 2013 - February 2014
Northern Michigan University October 2012 - December 2012
Cliffs Natural Resources May 2010 - July 2011
Skills
Microsoft Excel, Microsoft Word, Sales, Management, Financial Reporting, Event Planning, Event Management, Group Work, Economics, Analytics, Customer Service, Portfolio Management, Merchandising
Education
Northern Michigan University 2008 — 2012
Bachelor's of Arts and Sciences, Economics
Marquette Senior High School 2004 — 2008
Diploma
Edward Jones March 2014 - Present
Menards January 2013 - February 2014
Northern Michigan University October 2012 - December 2012
Cliffs Natural Resources May 2010 - July 2011
Skills
Microsoft Excel, Microsoft Word, Sales, Management, Financial Reporting, Event Planning, Event Management, Group Work, Economics, Analytics, Customer Service, Portfolio Management, Merchandising
Education
Northern Michigan University 2008 — 2012
Bachelor's of Arts and Sciences, Economics
Marquette Senior High School 2004 — 2008
Diploma
Caitlyn Burford's Edward Jones Experience 2006 - 2009
Job Lecturer in Communication Studies
Industry Public Relations and Communications
Experience
Northern Arizona University August 2011 - Present
Consultant for Organizational Marketing October 2012 - Present
Sal D'Aquisto Real Estate Group August 2010 - August 2011
Point Loma Nazarene University March 2009 - August 2011
Point Loma Nazarene University August 2008 - January 2011
Edward Jones 2006 - 2009
Skills
Higher Education, Coaching, Teaching, Public Speaking, Research, University Teaching, Editing, Student Affairs, Tutoring, Community Outreach, PowerPoint, Curriculum Design, Microsoft Office, Social Media, Environmental Awareness, Environmental Consulting, Creative Writing, Communication, Community Development, Marketing Communications, Strategic Communications, Marketing, Curriculum Development
Education
Northern Arizona University 2011 — 2013
Master of Arts (M.A.), Communication Studies
Northern Arizona University 2011 — 2013
Graduate Certificate, Women's and Gender Studies, 4.0
Point Loma Nazarene University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Northern Arizona University August 2011 - Present
Consultant for Organizational Marketing October 2012 - Present
Sal D'Aquisto Real Estate Group August 2010 - August 2011
Point Loma Nazarene University March 2009 - August 2011
Point Loma Nazarene University August 2008 - January 2011
Edward Jones 2006 - 2009
Skills
Higher Education, Coaching, Teaching, Public Speaking, Research, University Teaching, Editing, Student Affairs, Tutoring, Community Outreach, PowerPoint, Curriculum Design, Microsoft Office, Social Media, Environmental Awareness, Environmental Consulting, Creative Writing, Communication, Community Development, Marketing Communications, Strategic Communications, Marketing, Curriculum Development
Education
Northern Arizona University 2011 — 2013
Master of Arts (M.A.), Communication Studies
Northern Arizona University 2011 — 2013
Graduate Certificate, Women's and Gender Studies, 4.0
Point Loma Nazarene University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Alex Chapman Alex Chapman's Edward Jones Experience May 2010 - December 2012
Job Asset Manager, Bayview
Industry Real Estate
Experience
Edward Jones May 2010 - December 2012
Learning Ascent June 2006 - August 2011
Mobile Cellutions 2010 - 2010
Skills
Sales, Microsoft Excel, CRM, Microsoft Office, Customer Service, Salesforce.com, Microsoft Word, Time Management, PowerPoint, Following Up, Cold Calling Experience, Real Estate, Real Property, Real Estate Financing, B2B, Customer Satisfaction, Marketing, Data Analysis, Project Management, Social Networking, Networking, Market Research, Social Media Marketing
Education
Northern Illinois University - College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing Minor
St.Charles North High School
Edward Jones May 2010 - December 2012
Learning Ascent June 2006 - August 2011
Mobile Cellutions 2010 - 2010
Skills
Sales, Microsoft Excel, CRM, Microsoft Office, Customer Service, Salesforce.com, Microsoft Word, Time Management, PowerPoint, Following Up, Cold Calling Experience, Real Estate, Real Property, Real Estate Financing, B2B, Customer Satisfaction, Marketing, Data Analysis, Project Management, Social Networking, Networking, Market Research, Social Media Marketing
Education
Northern Illinois University - College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing Minor
St.Charles North High School
Corrina Page's Edward Jones Experience 2006 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
Education
Northern Arizona University 1995 — 1999
Bachelor of Science (BS), Major in Business, Minor in Education
Edward Jones 2006 - Present
Education
Northern Arizona University 1995 — 1999
Bachelor of Science (BS), Major in Business, Minor in Education
Eric Boyum, AAMS Eric Boyum, AAMS's Edward Jones Experience September 2007 - April 2013
Job LPL Financial Advisor, CEO Fortify Financial Services
Industry Financial Services
Experience
Fortify Financial Services April 2013 - Present
LPL Financial 2013 - 2015
Caldwell Rotary Club 2008 - 2014
Edward Jones September 2007 - April 2013
Caldwell Chamber of Commerce 2007 - 2013
REMAX Advantage 2002 - 2007
Up With People 1989 - 1990
Skills
Investments, Retirement, Wealth Accumulation, IRAs, Retirement Planning, Financial Advisory, Fixed Annuities, 401k, 401k Rollovers, Financial Analysis, Investment Advisory, 403 b, AAMS, Asset Allocation, Asset Management, Asset Protection, Bonds, Business Continuity..., Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Endowments, Endowment Funds, Estate Planning, Intergenerational..., Life Insurance, Long Term Care Insurance, Multi-generational..., Mutual Funds, Portfolio Management, Qualified Retirement..., Roth IRA, Self Directed IRA, SEP IRA, Series 7, Series 66, Simple IRA, Strategic Financial..., Tax Deferred Saving, Tax Free Income, Term Life Insurance, Traditional IRA, Universal Life, Variable Life, Wealth Accumulation..., Wealth Management, Wealth Management..., Wealth Preservation..., Public Speaking
Education
Northwest Nazarene University 1991 — 1994
Speech Communication and Religion
Up With People 1989 — 1990
International Performing Arts
Rochester Community and Technical College 1987 — 1989
Music Teacher Education
Stewartville High School
Fortify Financial Services April 2013 - Present
LPL Financial 2013 - 2015
Caldwell Rotary Club 2008 - 2014
Edward Jones September 2007 - April 2013
Caldwell Chamber of Commerce 2007 - 2013
REMAX Advantage 2002 - 2007
Up With People 1989 - 1990
Skills
Investments, Retirement, Wealth Accumulation, IRAs, Retirement Planning, Financial Advisory, Fixed Annuities, 401k, 401k Rollovers, Financial Analysis, Investment Advisory, 403 b, AAMS, Asset Allocation, Asset Management, Asset Protection, Bonds, Business Continuity..., Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Endowments, Endowment Funds, Estate Planning, Intergenerational..., Life Insurance, Long Term Care Insurance, Multi-generational..., Mutual Funds, Portfolio Management, Qualified Retirement..., Roth IRA, Self Directed IRA, SEP IRA, Series 7, Series 66, Simple IRA, Strategic Financial..., Tax Deferred Saving, Tax Free Income, Term Life Insurance, Traditional IRA, Universal Life, Variable Life, Wealth Accumulation..., Wealth Management, Wealth Management..., Wealth Preservation..., Public Speaking
Education
Northwest Nazarene University 1991 — 1994
Speech Communication and Religion
Up With People 1989 — 1990
International Performing Arts
Rochester Community and Technical College 1987 — 1989
Music Teacher Education
Stewartville High School
Meagan Carrow, CFA Meagan Carrow, CFA's Edward Jones Experience December 2008 - Present
Job Research Analyst
Industry Financial Services
Experience
Edward Jones December 2008 - Present
University of Missouri College of Business August 2007 - December 2008
University of Missouri Research Reactor May 2007 - December 2008
Mizzou Investment Fund August 2007 - May 2008
Skills
Investments, Mutual Funds, Analysis, Financial Analysis, Finance, Asset Allocation
Education
University of Missouri-Columbia, College of Business 2007 — 2008
MBA, Emphasis in Finance
University of Missouri-Columbia, College of Business 2005 — 2007
BSBA, Emphasis in Finance
Northwest Missouri State University 2003 — 2005
Associate, Science, General
Edward Jones December 2008 - Present
University of Missouri College of Business August 2007 - December 2008
University of Missouri Research Reactor May 2007 - December 2008
Mizzou Investment Fund August 2007 - May 2008
Skills
Investments, Mutual Funds, Analysis, Financial Analysis, Finance, Asset Allocation
Education
University of Missouri-Columbia, College of Business 2007 — 2008
MBA, Emphasis in Finance
University of Missouri-Columbia, College of Business 2005 — 2007
BSBA, Emphasis in Finance
Northwest Missouri State University 2003 — 2005
Associate, Science, General
Drea Sherwood Drea Sherwood's Edward Jones Experience July 2009 - July 2013
Job Sales Associate, Office Manager at Raymond James Financial Services Mekosh Financial Services an Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services - Mekosh Financial Services an Independent Firm July 2015 - Present
Raymond James Financial, Inc. January 2015 - June 2015
Roelofs Capital Group July 2013 - January 2015
Edward Jones July 2009 - July 2013
Arizona State University September 2008 - April 2009
Northern Arizona University October 2006 - September 2008
Northern Arizona University May 2004 - October 2006
Skills
Leadership, Event Planning, Public Speaking, Time Management, Social Media, Sales, Microsoft Word, Customer Service, Marketing, Insurance
Education
Northern Arizona University 1987 — 1991
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Chaparral High School 1983 — 1987
Raymond James Financial Services - Mekosh Financial Services an Independent Firm July 2015 - Present
Raymond James Financial, Inc. January 2015 - June 2015
Roelofs Capital Group July 2013 - January 2015
Edward Jones July 2009 - July 2013
Arizona State University September 2008 - April 2009
Northern Arizona University October 2006 - September 2008
Northern Arizona University May 2004 - October 2006
Skills
Leadership, Event Planning, Public Speaking, Time Management, Social Media, Sales, Microsoft Word, Customer Service, Marketing, Insurance
Education
Northern Arizona University 1987 — 1991
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Chaparral High School 1983 — 1987
Brett Baumgartner Brett Baumgartner's Edward Jones Experience June 2012 - August 2012
Job MBA Candidate, 2016 at USC Marshall School of Business
Industry Financial Services
Experience
Littlebanc Advisors June 2015 - Present
Leonid Capital September 2014 - May 2015
Indigo Partners LLC May 2013 - May 2014
Northern Arizona University August 2012 - May 2013
G/O Digital August 2012 - May 2013
Northern Arizona University August 2011 - May 2013
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Leadership, Microsoft Excel, Teamwork, Data Analysis, Customer Service
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA)
Northern Arizona University
Bachelor of Science (B.S.), Business Economics, Summa Cum Laude
Forest Grove High School
Valedictorian
Littlebanc Advisors June 2015 - Present
Leonid Capital September 2014 - May 2015
Indigo Partners LLC May 2013 - May 2014
Northern Arizona University August 2012 - May 2013
G/O Digital August 2012 - May 2013
Northern Arizona University August 2011 - May 2013
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Leadership, Microsoft Excel, Teamwork, Data Analysis, Customer Service
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA)
Northern Arizona University
Bachelor of Science (B.S.), Business Economics, Summa Cum Laude
Forest Grove High School
Valedictorian
Michael DeGraff Michael DeGraff's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Royal Fox Country Club March 2012 - March 2014
Whitetail Ridge Golf Club March 2010 - March 2012
Skills
Finance, Customer Service, Leadership, Financial Analysis, Insurance, Public Speaking, Marketing, Retirement Planning
Education
Northern Illinois University 2011 — 2014
Bachelor's Degree, Computational Mathematics
Edward Jones April 2014 - Present
Royal Fox Country Club March 2012 - March 2014
Whitetail Ridge Golf Club March 2010 - March 2012
Skills
Finance, Customer Service, Leadership, Financial Analysis, Insurance, Public Speaking, Marketing, Retirement Planning
Education
Northern Illinois University 2011 — 2014
Bachelor's Degree, Computational Mathematics
Daniel Jeppesen Daniel Jeppesen's Edward Jones Experience May 2004 - May 2005
Job Customer Business Manager at ConAgra Foods
Industry Consumer Goods
Experience
ConAgra Foods June 2015 - Present
ConAgra Foods January 2013 - Present
ConAgra Foods December 2012 - January 2013
American Italian Pasta Company June 2011 - December 2012
CROSSMARK February 2009 - July 2011
Cerner Corporation June 2007 - February 2009
Cerner Corporation December 2005 - June 2007
Cerner Corporation June 2005 - December 2005
Edward Jones May 2004 - May 2005
Skills
Process Improvement, Business Analysis, Project Management, Microsoft Excel, Account Management, Microsoft Office, Forecasting, Team Building, PowerPoint, Marketing Strategy, Analysis, Outlook, Retail Category..., Pricing Analysis, Sales Presentations, Consulting, Fact-based Selling, Data Analysis, Strategic Planning, Consumer Insight
Education
Northwest Missouri State University 2001 — 2005
B.S., Business Management
Hannibal High School 1997 — 2001
ConAgra Foods June 2015 - Present
ConAgra Foods January 2013 - Present
ConAgra Foods December 2012 - January 2013
American Italian Pasta Company June 2011 - December 2012
CROSSMARK February 2009 - July 2011
Cerner Corporation June 2007 - February 2009
Cerner Corporation December 2005 - June 2007
Cerner Corporation June 2005 - December 2005
Edward Jones May 2004 - May 2005
Skills
Process Improvement, Business Analysis, Project Management, Microsoft Excel, Account Management, Microsoft Office, Forecasting, Team Building, PowerPoint, Marketing Strategy, Analysis, Outlook, Retail Category..., Pricing Analysis, Sales Presentations, Consulting, Fact-based Selling, Data Analysis, Strategic Planning, Consumer Insight
Education
Northwest Missouri State University 2001 — 2005
B.S., Business Management
Hannibal High School 1997 — 2001
Sheba Shough Sheba Shough's Edward Jones Experience May 2007 - July 2009
Job Professional Ostranenie
Industry Entertainment
Experience
DreamTix June 2015 - Present
Fairfax County Government October 2014 - April 2015
First Financial Group August 2010 - September 2012
Foxes Music School April 2010 - August 2010
Chuck Levin’s Washington Music Center August 2009 - March 2010
Edward Jones May 2007 - July 2009
Music & Arts Centers May 2004 - April 2007
KPA Property Management January 2003 - April 2004
Unsung Hero Magazine Virginia/Maryland/DC October 2002 - August 2003
CareFirst BCBS October 2001 - September 2002
Skills
Social Media Marketing, Public Relations, Social Media, Marketing Communications, Event Planning, Event Management, Muse, Business Development, Business, Entertainment, Microsoft Office, Office Management, PowerPoint, Management, Organizational..., Negotiation, Program Management, Nonprofits, Project Management, Public Speaking, Strategic Planning, Government, Leadership, Marketing, Research, Fundraising, Team Building, Project Planning, Proposal Writing, Budgets, Entrepreneurship
Education
Northern Virginia Community College 2013 — 2015
Associate's degree, General Studies
Central High School
High School Diploma, Business Focus
DreamTix June 2015 - Present
Fairfax County Government October 2014 - April 2015
First Financial Group August 2010 - September 2012
Foxes Music School April 2010 - August 2010
Chuck Levin’s Washington Music Center August 2009 - March 2010
Edward Jones May 2007 - July 2009
Music & Arts Centers May 2004 - April 2007
KPA Property Management January 2003 - April 2004
Unsung Hero Magazine Virginia/Maryland/DC October 2002 - August 2003
CareFirst BCBS October 2001 - September 2002
Skills
Social Media Marketing, Public Relations, Social Media, Marketing Communications, Event Planning, Event Management, Muse, Business Development, Business, Entertainment, Microsoft Office, Office Management, PowerPoint, Management, Organizational..., Negotiation, Program Management, Nonprofits, Project Management, Public Speaking, Strategic Planning, Government, Leadership, Marketing, Research, Fundraising, Team Building, Project Planning, Proposal Writing, Budgets, Entrepreneurship
Education
Northern Virginia Community College 2013 — 2015
Associate's degree, General Studies
Central High School
High School Diploma, Business Focus
Brian Coyman Brian Coyman's Edward Jones Experience November 2012 - Present
Job Investment Banker Public Finance
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Sullivan School District June 2008 - December 2012
Winfield - St. Dominic - Francis Howell North High Schools September 2000 - July 2007
Guaranty Trust Company of Missouri August 1996 - September 1998
George K. Baum & Company January 1994 - December 1994
Edward Jones April 1986 - January 1994
City of Evanston September 1982 - March 1986
City of Chicago September 1981 - September 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Capital Markets, Asset Managment, Financial Risk, Financial Analysis, Financial Modeling, Training, Education, Educational Technology, Adult Education, Sales, Customer Satisfaction, Presentations, Presentation Development, Proposal Writing, Presenter, Presentation Coaching, Financial Accounting, Corporate Law, Public Speaking, Desktop Publishing, Public Sector, Legal Research, Business Analysis, Communication, Compliance, Marketing Communications, Teaching, Teamwork, Team Building, Investments, Portfolio Management, Finance, Bonds, Economics
Education
Washington University in St. Louis 2000 — 2001
State Certification - Secondary Education, 3.43
Northern Illinois University 1980 — 1981
Masters of Public Administration, City Managment & Development, 3.7
Western Illinois University 1974 — 1978
Bachelor of Arts (B.A.), Political Science & Economics, 3.1
Edward Jones November 2012 - Present
Sullivan School District June 2008 - December 2012
Winfield - St. Dominic - Francis Howell North High Schools September 2000 - July 2007
Guaranty Trust Company of Missouri August 1996 - September 1998
George K. Baum & Company January 1994 - December 1994
Edward Jones April 1986 - January 1994
City of Evanston September 1982 - March 1986
City of Chicago September 1981 - September 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Capital Markets, Asset Managment, Financial Risk, Financial Analysis, Financial Modeling, Training, Education, Educational Technology, Adult Education, Sales, Customer Satisfaction, Presentations, Presentation Development, Proposal Writing, Presenter, Presentation Coaching, Financial Accounting, Corporate Law, Public Speaking, Desktop Publishing, Public Sector, Legal Research, Business Analysis, Communication, Compliance, Marketing Communications, Teaching, Teamwork, Team Building, Investments, Portfolio Management, Finance, Bonds, Economics
Education
Washington University in St. Louis 2000 — 2001
State Certification - Secondary Education, 3.43
Northern Illinois University 1980 — 1981
Masters of Public Administration, City Managment & Development, 3.7
Western Illinois University 1974 — 1978
Bachelor of Arts (B.A.), Political Science & Economics, 3.1
Mary Adrian Mary Adrian's Edward Jones Experience August 2005 - Present
Job Senior Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones August 2005 - Present
Micro Solutions Inc. May 1994 - March 2005
Skills
Office Administration, Spreadsheets, Calendars, Calendaring, Management, Data Entry, Leadership, Office Equipment, Outlook, Organization &..., Accounts Payable, Accounts Receivable, Employee Benefits, QuickBooks, Payroll, Administrative..., Office Management, Microsoft Office, Administrative Work
Education
Northern Illinois University
Bachelor of Science (BS), Apparel and Textiles with a Minor in Art
Edward Jones August 2005 - Present
Micro Solutions Inc. May 1994 - March 2005
Skills
Office Administration, Spreadsheets, Calendars, Calendaring, Management, Data Entry, Leadership, Office Equipment, Outlook, Organization &..., Accounts Payable, Accounts Receivable, Employee Benefits, QuickBooks, Payroll, Administrative..., Office Management, Microsoft Office, Administrative Work
Education
Northern Illinois University
Bachelor of Science (BS), Apparel and Textiles with a Minor in Art
Eddie Salinas Eddie Salinas's Edward Jones Experience August 2013 - December 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Edward Jones August 2013 - December 2013
Northern Illinois University June 2012 - January 2013
Experimental Learning Center June 2012 - January 2013
Joliet Slammers Professional Baseball Organization March 2012 - August 2012
Skills
Leadership, Finance, Financial Markets, Marketing, Time Management, Investments, Portfolio Analysis, Modern Portfolio Theory, Sales, Entrepreneurship, Equity Trading, Financial Risk..., Asset Management, Asset Allocation, Margin, Investment Strategies, Financial Problem..., Social Media, Consulting, Microsoft Excel, Team Building, Lead Generation, Networking, Public Speaking, Training, Building Relationships, Negotiation, Recruiting, CRM, Customer Satisfaction, Team Leadership, Data Analysis, Event Planning, Customer Service, Social Networking, PowerPoint, Event Management, Sales Process, Social Media Marketing, Salesforce.com, Market Analysis, Client Prospecting, Financial Analysis, Cross-functional Team..., SPIN Selling, Value Selling, Business Strategy, Marketing Strategy, Leadership Development, Sales Finance
Education
Northern Illinois University 2008 — 2012
Bachelor of Science, Marketing with an emphasis in Professional Sales
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), College of Business
Scottrade January 2014 - Present
Edward Jones August 2013 - December 2013
Northern Illinois University June 2012 - January 2013
Experimental Learning Center June 2012 - January 2013
Joliet Slammers Professional Baseball Organization March 2012 - August 2012
Skills
Leadership, Finance, Financial Markets, Marketing, Time Management, Investments, Portfolio Analysis, Modern Portfolio Theory, Sales, Entrepreneurship, Equity Trading, Financial Risk..., Asset Management, Asset Allocation, Margin, Investment Strategies, Financial Problem..., Social Media, Consulting, Microsoft Excel, Team Building, Lead Generation, Networking, Public Speaking, Training, Building Relationships, Negotiation, Recruiting, CRM, Customer Satisfaction, Team Leadership, Data Analysis, Event Planning, Customer Service, Social Networking, PowerPoint, Event Management, Sales Process, Social Media Marketing, Salesforce.com, Market Analysis, Client Prospecting, Financial Analysis, Cross-functional Team..., SPIN Selling, Value Selling, Business Strategy, Marketing Strategy, Leadership Development, Sales Finance
Education
Northern Illinois University 2008 — 2012
Bachelor of Science, Marketing with an emphasis in Professional Sales
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), College of Business
Troy Hanke Troy Hanke's Edward Jones Experience March 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
National Benefit Advisory June 2012 - March 2013
American Financial Solutions February 2005 - June 2012
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Northern Illinois University
Business Administration, Management and Operations
Edward Jones March 2013 - Present
National Benefit Advisory June 2012 - March 2013
American Financial Solutions February 2005 - June 2012
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Northern Illinois University
Business Administration, Management and Operations
Joe High's Edward Jones Experience July 2000 - May 2007
Job
Industry Professional Training & Coaching
Experience
Computer Training International, Inc. (CTI) March 2012 - July 2013
4th Quarter Financial Coach May 2007 - October 2011
Edward Jones July 2000 - May 2007
Shelter Mortgage 1998 - 2000
Transamerica September 1984 - January 1996
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Asset Managment, Training, Small Business, Wealth Management, Entrepreneurship, Long Term Care Insurance, Coaching, Life Insurance, Mentoring, Marketing, Investments, Asset Allocation, Leadership, Management, Strategy, Business Development, Asset Management, Start-ups, Public Speaking, Financial Services, Project Planning, Business, Employee Training, Leadership Development, Risk Management, Portfolio Management, Executive Management, Loans, Succession Planning, CRM, Cold Calling, Sales, Interviews, Program Management, Recruiting, New Business Development, Team Building, Analysis, Mortgage Lending, Consulting, Organizational..., Social Networking, Employee Benefits, Social Media Marketing, Email Marketing, Executive Coaching, Insurance
Education
Northwest Missouri State University 1974 — 1978
B. S. in Education, Psychology
Park Hill High School
Diploma
Computer Training International, Inc. (CTI) March 2012 - July 2013
4th Quarter Financial Coach May 2007 - October 2011
Edward Jones July 2000 - May 2007
Shelter Mortgage 1998 - 2000
Transamerica September 1984 - January 1996
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Asset Managment, Training, Small Business, Wealth Management, Entrepreneurship, Long Term Care Insurance, Coaching, Life Insurance, Mentoring, Marketing, Investments, Asset Allocation, Leadership, Management, Strategy, Business Development, Asset Management, Start-ups, Public Speaking, Financial Services, Project Planning, Business, Employee Training, Leadership Development, Risk Management, Portfolio Management, Executive Management, Loans, Succession Planning, CRM, Cold Calling, Sales, Interviews, Program Management, Recruiting, New Business Development, Team Building, Analysis, Mortgage Lending, Consulting, Organizational..., Social Networking, Employee Benefits, Social Media Marketing, Email Marketing, Executive Coaching, Insurance
Education
Northwest Missouri State University 1974 — 1978
B. S. in Education, Psychology
Park Hill High School
Diploma
RICHARD M. TADEN, CRPC RICHARD M. TADEN, CRPC's Edward Jones Experience December 2007 - May 2010
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC September 2012 - Present
MERRILL LYNCH WEALTH MANAGEMENT May 2010 - August 2012
Edward Jones December 2007 - May 2010
Lee Enterprises December 2002 - December 2007
Copley Newspapers May 1977 - December 2002
Skills
Wealth Management, Mutual Funds, Investments, Finance, Strategic Financial..., Financial Analysis, Series 63, Fixed Annuities, Marketing, Social Media, Personal Finance, 401k, Financial Services, Public Relations, Social Media Marketing, Sales, Marketing Communications, Strategic Planning, ETFs
Education
Northern Illinois University 1973 — 1977
BA, JOURNALISM
Upstream Investment Partners, LLC September 2012 - Present
MERRILL LYNCH WEALTH MANAGEMENT May 2010 - August 2012
Edward Jones December 2007 - May 2010
Lee Enterprises December 2002 - December 2007
Copley Newspapers May 1977 - December 2002
Skills
Wealth Management, Mutual Funds, Investments, Finance, Strategic Financial..., Financial Analysis, Series 63, Fixed Annuities, Marketing, Social Media, Personal Finance, 401k, Financial Services, Public Relations, Social Media Marketing, Sales, Marketing Communications, Strategic Planning, ETFs
Education
Northern Illinois University 1973 — 1977
BA, JOURNALISM
Erin Swan's Edward Jones Experience December 2014 - Present
Job Contractor at Edward JonesOperations
Industry Information Technology and Services
Experience
Edward Jones December 2014 - Present
Lowe's Companies, Inc. September 2014 - December 2014
Express Scripts December 2013 - September 2014
Express Scripts May 2013 - December 2013
Edward Jones February 2013 - May 2013
NISC January 2012 - November 2012
Midland GIS Solutions August 2010 - January 2012
Northwest Missouri State University October 2009 - April 2011
Northwest Missouri State University June 2008 - April 2011
Skills
ArcGIS, SQL, Project Management, Microsoft Office, Data Analysis, Research, Quality Assurance, Time Management, Oracle, Access, Database Admin, Databases, GIS, Geography, Microsoft Excel
Education
Northwest Missouri State University 2008 — 2011
Bachelor's of Science, Geography
Missouri Academy of Science, Mathematics, and Computing 2006 — 2008
Associate's, General Science
Edward Jones December 2014 - Present
Lowe's Companies, Inc. September 2014 - December 2014
Express Scripts December 2013 - September 2014
Express Scripts May 2013 - December 2013
Edward Jones February 2013 - May 2013
NISC January 2012 - November 2012
Midland GIS Solutions August 2010 - January 2012
Northwest Missouri State University October 2009 - April 2011
Northwest Missouri State University June 2008 - April 2011
Skills
ArcGIS, SQL, Project Management, Microsoft Office, Data Analysis, Research, Quality Assurance, Time Management, Oracle, Access, Database Admin, Databases, GIS, Geography, Microsoft Excel
Education
Northwest Missouri State University 2008 — 2011
Bachelor's of Science, Geography
Missouri Academy of Science, Mathematics, and Computing 2006 — 2008
Associate's, General Science
Noah Jacobson CFP® Noah Jacobson CFP®'s Edward Jones Experience January 2008 - May 2008
Job Principal at Jacobson & Breen Wealth Management, LLC
Industry Financial Services
Experience
Jacobson & Breen Wealth Management, LLC 2009 - Present
Raymond James Financial Inc. May 2008 - September 2009
Edward Jones January 2008 - May 2008
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Estate Planning, Securities, IRAs, Investment Strategies, Financial Advisory, Wealth, Strategic Financial..., Asset Management, Financial Services, 401k, Financial Planners, Financial Planning, ERISA, IRA's, Long Term Care, Insurance Planning, Profit Sharing, Retirement Income...
Education
Northern Arizona University 1993 — 1997
B.S., Business
Jacobson & Breen Wealth Management, LLC 2009 - Present
Raymond James Financial Inc. May 2008 - September 2009
Edward Jones January 2008 - May 2008
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Estate Planning, Securities, IRAs, Investment Strategies, Financial Advisory, Wealth, Strategic Financial..., Asset Management, Financial Services, 401k, Financial Planners, Financial Planning, ERISA, IRA's, Long Term Care, Insurance Planning, Profit Sharing, Retirement Income...
Education
Northern Arizona University 1993 — 1997
B.S., Business
Gina Marie Byars Gina Marie Byars's Edward Jones Experience November 2007 - October 2008
Job Station Manager for SunSounds of ArizonaFlagstaff, MCCD Rio Salado
Industry Broadcast Media
Experience
Life January 1972 - Present
Maricopa Community Colleges/Rio Salado College/Sun Sounds of Arizona January 2013 - Present
Cancer Centers of Northern Arizona Healthcare January 2009 - December 2012
Edward Jones November 2007 - October 2008
Edward Jones April 2005 - November 2007
Digital Resources--Internet Provider July 2003 - April 2005
Magic Curtain Productions August 2001 - June 2003
Excel Education Centers August 1996 - August 2001
Skills
Event Planning, Public Speaking, Training, Fundraising, Nonprofits, Community Outreach, Recruiting, Grant Writing, Program Development, Teaching, Public Relations, Social Media, Event Management, Higher Education, Leadership Development, Research, Strategic Planning, Editing, Volunteer Management, Policy, Customer Service
Education
Northern Arizona University 1990 — 1995
B.S., Education
Coconino High School 1987 — 1990
Life January 1972 - Present
Maricopa Community Colleges/Rio Salado College/Sun Sounds of Arizona January 2013 - Present
Cancer Centers of Northern Arizona Healthcare January 2009 - December 2012
Edward Jones November 2007 - October 2008
Edward Jones April 2005 - November 2007
Digital Resources--Internet Provider July 2003 - April 2005
Magic Curtain Productions August 2001 - June 2003
Excel Education Centers August 1996 - August 2001
Skills
Event Planning, Public Speaking, Training, Fundraising, Nonprofits, Community Outreach, Recruiting, Grant Writing, Program Development, Teaching, Public Relations, Social Media, Event Management, Higher Education, Leadership Development, Research, Strategic Planning, Editing, Volunteer Management, Policy, Customer Service
Education
Northern Arizona University 1990 — 1995
B.S., Education
Coconino High School 1987 — 1990
Domonica Nikki Appleton Davenport Domonica Nikki Appleton Davenport's Edward Jones Experience Project AssistantCity of NapervilleMay 2005 - October 2008
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Project AssistantCity of NapervilleMay 2005 - October 2008
Education
Northern Illinois University 1992 — 1993
Psychology
Edward Jones Project AssistantCity of NapervilleMay 2005 - October 2008
Education
Northern Illinois University 1992 — 1993
Psychology
Brent Newkirk's Edward Jones Experience November 2014 - Present
Job One is never too old to learn something new.
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Skills
Business Development, Product Development, Sales Operations, Account Management, International Sales, Marketing, Product Marketing, Sales Management, Forecasting, Customer Service, Manufacturing, Cross-functional Team..., New Business Development, Product Management, Business Planning, Business Strategy, International Business, GPS, Strategic Planning, Team Building, Negotiation, Marketing Strategy, Sales
Education
Northwest Missouri State University 1996 — 2001
Bachelor of Science
Northwest Missouri State University 1996 — 2001
Bachelor of Science
Ford Motor Company Academy of Manufacturing Science 1995 — 1996
Edward Jones November 2014 - Present
Skills
Business Development, Product Development, Sales Operations, Account Management, International Sales, Marketing, Product Marketing, Sales Management, Forecasting, Customer Service, Manufacturing, Cross-functional Team..., New Business Development, Product Management, Business Planning, Business Strategy, International Business, GPS, Strategic Planning, Team Building, Negotiation, Marketing Strategy, Sales
Education
Northwest Missouri State University 1996 — 2001
Bachelor of Science
Northwest Missouri State University 1996 — 2001
Bachelor of Science
Ford Motor Company Academy of Manufacturing Science 1995 — 1996
Rachel Stinson's Edward Jones Experience June 2015 - August 2015
Job Finance Student at the University of Central Florida
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
Starwood Vacation Ownership May 2014 - May 2015
Delta Sigma Pi August 2014 - December 2014
Delta Sigma Pi January 2014 - May 2014
Poppy's Crazy Lobster January 2013 - August 2013
Jim 'N Nick's Bar-B-Q July 2011 - January 2013
Skills
Time Management, Leadership, Event Planning, Team Leadership, Teamwork, Customer Service, Self Management, Critical Thinking, Microsoft Office, Public Speaking, Communication, Team-oriented, Microsoft Excel, Professional Selling, Finance, Writing, Selling, Microsoft Word, PowerPoint, Facebook, Sales
Education
University of Central Florida 2013 — 2016
Bachelor of Science (BS), Finance & International Business, Senior
Northwest Florida State College 2011 — 2013
Associate of Arts (AA), Business
Edward Jones June 2015 - August 2015
Starwood Vacation Ownership May 2014 - May 2015
Delta Sigma Pi August 2014 - December 2014
Delta Sigma Pi January 2014 - May 2014
Poppy's Crazy Lobster January 2013 - August 2013
Jim 'N Nick's Bar-B-Q July 2011 - January 2013
Skills
Time Management, Leadership, Event Planning, Team Leadership, Teamwork, Customer Service, Self Management, Critical Thinking, Microsoft Office, Public Speaking, Communication, Team-oriented, Microsoft Excel, Professional Selling, Finance, Writing, Selling, Microsoft Word, PowerPoint, Facebook, Sales
Education
University of Central Florida 2013 — 2016
Bachelor of Science (BS), Finance & International Business, Senior
Northwest Florida State College 2011 — 2013
Associate of Arts (AA), Business
Deb Barr Deb Barr's Edward Jones Experience April 2012 - June 2013
Job Senior Programs Manager at City of Lake Mary Parks and Recreation
Industry Recreational Facilities and Services
Experience
City of Lake Mary Parks and Recreation June 2013 - Present
Edward Jones April 2012 - June 2013
City of Elgin April 1990 - February 2012
Skills
Community Outreach, Community Development, Nonprofits, Public Speaking, Government, Event Planning, Fundraising, Customer Service, Microsoft Office, Non-profits, Policy, Program Development, Program Management, Public Relations, Supervisory Skills, Team Building, Volunteer Management
Education
Northern Illinois University 1989 — 1994
Bach of Science, Elementary Education, English
City of Lake Mary Parks and Recreation June 2013 - Present
Edward Jones April 2012 - June 2013
City of Elgin April 1990 - February 2012
Skills
Community Outreach, Community Development, Nonprofits, Public Speaking, Government, Event Planning, Fundraising, Customer Service, Microsoft Office, Non-profits, Policy, Program Development, Program Management, Public Relations, Supervisory Skills, Team Building, Volunteer Management
Education
Northern Illinois University 1989 — 1994
Bach of Science, Elementary Education, English
Chaz Lichtenstern's Edward Jones Experience February 2000 - March 2004
Job Molecular Diagnostics Sales and Consulting
Industry Medical Devices
Experience
COL Medical Solutions, LLC May 2014 - Present
Avion Pharmaceuticals 2013 - 2014
Kennedy Investment Group March 2004 - September 2010
Edward Jones February 2000 - March 2004
Skills
New Business Development, Sales Management, Account Management, Portfolio Management, Sales Process, B2B, Direct Sales, Business Strategy, Negotiation, Marketing Strategy, Business Development, Customer Service, Bonds, Cold Calling
Education
Northeastern University 1988 — 1992
Bachelor of Arts (B.A.), International Economics
National Association of Medical Sales Representatives
Registered Medical Sales Representative, Medical Sales
COL Medical Solutions, LLC May 2014 - Present
Avion Pharmaceuticals 2013 - 2014
Kennedy Investment Group March 2004 - September 2010
Edward Jones February 2000 - March 2004
Skills
New Business Development, Sales Management, Account Management, Portfolio Management, Sales Process, B2B, Direct Sales, Business Strategy, Negotiation, Marketing Strategy, Business Development, Customer Service, Bonds, Cold Calling
Education
Northeastern University 1988 — 1992
Bachelor of Arts (B.A.), International Economics
National Association of Medical Sales Representatives
Registered Medical Sales Representative, Medical Sales
Jason Morton's Edward Jones Experience July 2010 - January 2011
Job Associate Consultant, Global Risk Solutions at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2015 - Present
Textron November 2011 - October 2014
Fidelity Investments May 2011 - November 2011
Edward Jones July 2010 - January 2011
Roger Williams University August 2008 - May 2010
American Airlines June 1999 - June 2007
Skills
Leadership, Asset Allocation, Strategy, Data Analysis, Forecasting, Process Improvement, Investments, Analysis, Access, Strategic Planning, Economic Growth, Project Management, Portfolio Management, Finance, Sales, Pricing, Management
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2012 — 2015
Master of Science (M.S.), Finance
Roger Williams University 2008 — 2010
B.S., Economics, Finance
BNY Mellon August 2015 - Present
Textron November 2011 - October 2014
Fidelity Investments May 2011 - November 2011
Edward Jones July 2010 - January 2011
Roger Williams University August 2008 - May 2010
American Airlines June 1999 - June 2007
Skills
Leadership, Asset Allocation, Strategy, Data Analysis, Forecasting, Process Improvement, Investments, Analysis, Access, Strategic Planning, Economic Growth, Project Management, Portfolio Management, Finance, Sales, Pricing, Management
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2012 — 2015
Master of Science (M.S.), Finance
Roger Williams University 2008 — 2010
B.S., Economics, Finance
Sarah Maskill, CFP Sarah Maskill, CFP's Edward Jones Experience November 1999 - November 2000
Job President, Financial Answers LLC
Industry Financial Services
Experience
Financial Answers LLC September 2012 - Present
Rockville Bank June 2002 - July 2012
Roxbury Twain December 2000 - March 2002
Edward Jones November 1999 - November 2000
Skills
Independent Financial..., Personal Financial..., Retirement Planning, Social Security, Pensions, Investment Advisory, Investment Strategies, Retirement Savings, Retirement Benefits, Employee Benefits, Financial Skills for..., Holistic Financial..., Financial Advocacy
Education
Northeastern University 1995 — 1999
Bachelor of Science in Business Administration
The American College 2003 — 2007
Certified Financial Planner Certification Program
Financial Answers LLC September 2012 - Present
Rockville Bank June 2002 - July 2012
Roxbury Twain December 2000 - March 2002
Edward Jones November 1999 - November 2000
Skills
Independent Financial..., Personal Financial..., Retirement Planning, Social Security, Pensions, Investment Advisory, Investment Strategies, Retirement Savings, Retirement Benefits, Employee Benefits, Financial Skills for..., Holistic Financial..., Financial Advocacy
Education
Northeastern University 1995 — 1999
Bachelor of Science in Business Administration
The American College 2003 — 2007
Certified Financial Planner Certification Program
David Reindl David Reindl's Edward Jones Experience July 2013 - 2013
Job Police Officer at City of Fairway, KS
Industry Law Enforcement
Experience
City of Fairway, KS April 2014 - Present
Shawnee Mission School District November 2013 - April 2014
Kansas January 2002 - July 2013
Edward Jones July 2013 - 2013
Skills
Law Enforcement, Police, Patrol, Criminal Justice, Investigations, Crime, Field Training Officer, Firearms, Enforcement, Criminal Investigations, Community Policing, Private Investigations, Crime Prevention, Surveillance, Criminal Law, Interrogation, Public Safety, Homeland Security, Emergency Management, Physical Security, Investigation, Supervisory Skills, Policy, Law Enforcement..., Protection, Government, Background Checks, Asset Protection, Crisis Management, Fraud, Tactics, Counterterrorism, Hostage Negotiator, Emergency Services
Education
North Iowa Area Community College 1987 — 1989
Associate of Arts (AA), Criminal Justice/Police Science
City of Fairway, KS April 2014 - Present
Shawnee Mission School District November 2013 - April 2014
Kansas January 2002 - July 2013
Edward Jones July 2013 - 2013
Skills
Law Enforcement, Police, Patrol, Criminal Justice, Investigations, Crime, Field Training Officer, Firearms, Enforcement, Criminal Investigations, Community Policing, Private Investigations, Crime Prevention, Surveillance, Criminal Law, Interrogation, Public Safety, Homeland Security, Emergency Management, Physical Security, Investigation, Supervisory Skills, Policy, Law Enforcement..., Protection, Government, Background Checks, Asset Protection, Crisis Management, Fraud, Tactics, Counterterrorism, Hostage Negotiator, Emergency Services
Education
North Iowa Area Community College 1987 — 1989
Associate of Arts (AA), Criminal Justice/Police Science
Kevin Hart Kevin Hart's Edward Jones Experience May 2009 - January 2010
Job Account Manager
Industry Information Technology and Services
Experience
CDW January 2011 - Present
Edward Jones May 2009 - January 2010
Skills
Salesforce.com, Sales Process, Financial Analysis, Social Networking, Microsoft Office, Account Management, Solution Selling, Cold Calling, Customer Service, Sales, Strategic Planning, Direct Sales, Business Development, Sales Management
Education
North Park University 2006 — 2010
BA, Business Finance
CDW January 2011 - Present
Edward Jones May 2009 - January 2010
Skills
Salesforce.com, Sales Process, Financial Analysis, Social Networking, Microsoft Office, Account Management, Solution Selling, Cold Calling, Customer Service, Sales, Strategic Planning, Direct Sales, Business Development, Sales Management
Education
North Park University 2006 — 2010
BA, Business Finance
Laura Zahn Laura Zahn's Edward Jones Experience March 2002 - September 2009
Job owner, Financial Advisor at Zahn Investment Group, Securites offered through Securities America, Inc., member FINRA/SIPC
Industry Financial Services
Experience
Zahn Investment Group September 2009 - Present
Edward Jones March 2002 - September 2009
Current Newspapers 1980 - 1982
Education
Northern Michigan University 1975 — 1978
BS
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Zahn Investment Group September 2009 - Present
Edward Jones March 2002 - September 2009
Current Newspapers 1980 - 1982
Education
Northern Michigan University 1975 — 1978
BS
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Adam Kalkman Adam Kalkman's Edward Jones Experience October 2009 - January 2010
Job Private Investigator, Kalkman Investigations and Research
Industry Financial Services
Experience
Kalkman Investigations January 2009 - Present
Transamerica March 2010 - November 2012
Edward Jones October 2009 - January 2010
U.S. Nuclear Regulatory Commission February 2003 - December 2008
Skills
PowerPoint, Retirement Planning, Insurance, Finance, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Management, Public Speaking
Education
Northern Illinois University 2003 — 2008
Bachelors, Economics
Kalkman Investigations January 2009 - Present
Transamerica March 2010 - November 2012
Edward Jones October 2009 - January 2010
U.S. Nuclear Regulatory Commission February 2003 - December 2008
Skills
PowerPoint, Retirement Planning, Insurance, Finance, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Management, Public Speaking
Education
Northern Illinois University 2003 — 2008
Bachelors, Economics
Jack Lykins's Edward Jones Experience August 2000 - September 2003
Job Powerdrive LLC
Industry Industrial Automation
Experience
PowerDrive August 2012 - Present
Allstate Insurance July 2009 - August 2012
Fifth Third Securities November 2004 - July 2009
Chase Securities August 2004 - November 2004
UVEST Financial Services September 2003 - August 2004
Edward Jones August 2000 - September 2003
Emerson Power Transmission March 1973 - August 2000
Skills
Insurance, Sales, Sales Management, Investments, Retirement Planning, Marketing, Property & Casualty..., New Business Development, Strategic Planning, Finance, Forecasting, Purchasing, Negotiation, Sales Operations, Business Planning, Pricing, Manufacturing, Product Management, Product Marketing
Education
Northern Kentucky University 1982 — 1992
BS, Operations Management
PowerDrive August 2012 - Present
Allstate Insurance July 2009 - August 2012
Fifth Third Securities November 2004 - July 2009
Chase Securities August 2004 - November 2004
UVEST Financial Services September 2003 - August 2004
Edward Jones August 2000 - September 2003
Emerson Power Transmission March 1973 - August 2000
Skills
Insurance, Sales, Sales Management, Investments, Retirement Planning, Marketing, Property & Casualty..., New Business Development, Strategic Planning, Finance, Forecasting, Purchasing, Negotiation, Sales Operations, Business Planning, Pricing, Manufacturing, Product Management, Product Marketing
Education
Northern Kentucky University 1982 — 1992
BS, Operations Management
Bill Borth Bill Borth's Edward Jones Experience December 2009 - January 2011
Job Mfg Engineering Assistant
Industry Machinery
Experience
Aerotek/UniCarriers Americas July 2013 - Present
Edward Jones December 2009 - January 2011
Waddell & Reed Financial Services April 2005 - September 2008
Holiday Inn Hotel & Suites March 2002 - March 2005
Skills
Financial Planning, Finance, Leadership, Small Business, Management, Insurance, Managerial Finance, Investments, Wealth Management, Information Technology, Accounting, Data Analysis
Education
Northern Illinois University 1999 — 2004
Management, Business
Aerotek/UniCarriers Americas July 2013 - Present
Edward Jones December 2009 - January 2011
Waddell & Reed Financial Services April 2005 - September 2008
Holiday Inn Hotel & Suites March 2002 - March 2005
Skills
Financial Planning, Finance, Leadership, Small Business, Management, Insurance, Managerial Finance, Investments, Wealth Management, Information Technology, Accounting, Data Analysis
Education
Northern Illinois University 1999 — 2004
Management, Business
Ashton Raffety's Edward Jones Experience June 2014 - August 2014
Job Public Affairs Intern at U.S. Department of State
Industry Government Administration
Experience
U.S. Department of State September 2015 - Present
U.S. House of Representatives June 2015 - July 2015
Missouri House of Representatives January 2015 - May 2015
Safe Rides Home / University Police Department August 2013 - December 2014
Northwest Missouri State University April 2013 - December 2014
Edward Jones June 2014 - August 2014
C.J. Roberds Manufacturing 2005 - 2012
Skills
Public Speaking, Leadership, Teamwork, Critical Thinking, Political Science, Blogging, Phone Etiquette, Questionnaires, Tour Booking, Social Media, Microsoft Office, Research, PowerPoint, Human Resources, Social Networking, Time Management, Facebook, Customer Service, Program Management, Microsoft Word, Management, Event Planning
Education
Northwest Missouri State University 2011 — 2015
Bachelor's degree, Economics / Political Science
Drexel R-IV High School 2007 — 2011
High School Diploma
U.S. Department of State September 2015 - Present
U.S. House of Representatives June 2015 - July 2015
Missouri House of Representatives January 2015 - May 2015
Safe Rides Home / University Police Department August 2013 - December 2014
Northwest Missouri State University April 2013 - December 2014
Edward Jones June 2014 - August 2014
C.J. Roberds Manufacturing 2005 - 2012
Skills
Public Speaking, Leadership, Teamwork, Critical Thinking, Political Science, Blogging, Phone Etiquette, Questionnaires, Tour Booking, Social Media, Microsoft Office, Research, PowerPoint, Human Resources, Social Networking, Time Management, Facebook, Customer Service, Program Management, Microsoft Word, Management, Event Planning
Education
Northwest Missouri State University 2011 — 2015
Bachelor's degree, Economics / Political Science
Drexel R-IV High School 2007 — 2011
High School Diploma
Gayla Lindsay Gayla Lindsay's Edward Jones Experience September 2014 - Present
Job Edward Jones, Branch Office Administrator
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Muskogee Public Schools August 2011 - Present
Arbonne International March 2006 - November 2012
PostNet October 2009 - June 2010
Cantera Stone Direct January 2009 - September 2009
Park Row Christian Children's Center and Academy August 2004 - May 2007
Royer & Schutts Commerical Design April 1992 - October 1994
Skills
Customer Service, Team Building, Account Management, Microsoft Office, Strategic Planning, Public Speaking, Lifestyle, Teaching, Event Planning, Marketing
Education
Oklahoma Christian University 1986 — 1990
Bachelor of Science (B.S.), Interior Design
Edmond Memorial High School 1982 — 1986
Northeastern State University
Teaching Certification, Education
Edward Jones September 2014 - Present
Muskogee Public Schools August 2011 - Present
Arbonne International March 2006 - November 2012
PostNet October 2009 - June 2010
Cantera Stone Direct January 2009 - September 2009
Park Row Christian Children's Center and Academy August 2004 - May 2007
Royer & Schutts Commerical Design April 1992 - October 1994
Skills
Customer Service, Team Building, Account Management, Microsoft Office, Strategic Planning, Public Speaking, Lifestyle, Teaching, Event Planning, Marketing
Education
Oklahoma Christian University 1986 — 1990
Bachelor of Science (B.S.), Interior Design
Edmond Memorial High School 1982 — 1986
Northeastern State University
Teaching Certification, Education
Chelsea Tillman Chelsea Tillman's Edward Jones Experience June 2010 - 2013
Job Americo Financial Life and Annuity Insurance
Industry Financial Services
Experience
Americo Financial Life and Annuity April 2014 - Present
Americo Financial Life and Annuity January 2013 - March 2014
Edward Jones June 2010 - 2013
Shenandoah Inn and Suites June 2010 - 2013
Northwest Missouri State University October 2011 - December 2012
Edward Jones May 2012 - June 2012
Northwest Missouri State University August 2010 - November 2011
ShirtWorks June 2009 - August 2010
Skills
Customer Service, Facebook, Microsoft Office, PowerPoint, Outlook, Twitter, Pinterest, Advertising, Fast Learner, Enthusiast, Highly personable, Track Record Of..., Flexibility, Clerical Skills, Problem Solving, Team-oriented, Deadline Oriented, People-oriented
Education
Northwest Missouri State University 2009 — 2012
Bachelor of Science, Business Management and Marketing
Americo Financial Life and Annuity April 2014 - Present
Americo Financial Life and Annuity January 2013 - March 2014
Edward Jones June 2010 - 2013
Shenandoah Inn and Suites June 2010 - 2013
Northwest Missouri State University October 2011 - December 2012
Edward Jones May 2012 - June 2012
Northwest Missouri State University August 2010 - November 2011
ShirtWorks June 2009 - August 2010
Skills
Customer Service, Facebook, Microsoft Office, PowerPoint, Outlook, Twitter, Pinterest, Advertising, Fast Learner, Enthusiast, Highly personable, Track Record Of..., Flexibility, Clerical Skills, Problem Solving, Team-oriented, Deadline Oriented, People-oriented
Education
Northwest Missouri State University 2009 — 2012
Bachelor of Science, Business Management and Marketing
Kimberly Hagen's Edward Jones Experience 2012 - May 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2013 - Present
Chamber of Commerce 2013 - Present
Edward Jones 2012 - May 2013
Tastefully Simple January 2011 - May 2012
Cabela's August 2005 - April 2012
Cabela's August 2005 - February 2009
Maurices March 2006 - August 2006
Skills
Sales, Marketing, Public Relations, Business Development, Advertising, Event Management, Event Planning, Management, Customer Service
Education
Northland Community and Technical College 2005 — 2008
Associate's degree, Marketing/Marketing Management, General
Fosston
Northwestern Mutual June 2013 - Present
Chamber of Commerce 2013 - Present
Edward Jones 2012 - May 2013
Tastefully Simple January 2011 - May 2012
Cabela's August 2005 - April 2012
Cabela's August 2005 - February 2009
Maurices March 2006 - August 2006
Skills
Sales, Marketing, Public Relations, Business Development, Advertising, Event Management, Event Planning, Management, Customer Service
Education
Northland Community and Technical College 2005 — 2008
Associate's degree, Marketing/Marketing Management, General
Fosston
Rachel (Rachel Zurita) Farinelli's Edward Jones Experience February 2014 - August 2014
Job Financial Advisor, Agency Owner, Business Consultant, Financial Analyst
Industry Financial Services
Experience
Farinelli Consulting llc August 2014 - Present
Edward Jones February 2014 - August 2014
Ahlers and Stoll September 2013 - February 2014
San Jacinto College October 2012 - August 2013
Northeastern State University July 2009 - October 2012
Skills
Higher Education, Administration, Policy, Compliance, Leadership Development, Musical Direction, Musical Theatre, Vocal Coaching, Vocal Instruction, Curriculum Development, Regional Development, Economic Development, Community Initiatives, Continuing Education, Community Development, Nonprofits, Community Outreach, Public Speaking, Student Development, Staff Development, Grant Writing, Admissions, Instructional Design, Academic Advising, Higher Education..., University Teaching, Program Development, Student Affairs, Career Counseling, E-Learning, Curriculum Design, Program Evaluation, Non-profit..., Public Relations, Event Management, Grants, Fundraising, Leadership
Education
University of Tulsa College of Law 2015 — 2018
Doctor of Law (JD)
Northeastern State University 2004 — 2006
MS, Higher Education Administration
Northeastern State University 1993 — 1997
BBA, Accounting, Business
Tahlequah High School 1991 — 1993
High School Diploma
Farinelli Consulting llc August 2014 - Present
Edward Jones February 2014 - August 2014
Ahlers and Stoll September 2013 - February 2014
San Jacinto College October 2012 - August 2013
Northeastern State University July 2009 - October 2012
Skills
Higher Education, Administration, Policy, Compliance, Leadership Development, Musical Direction, Musical Theatre, Vocal Coaching, Vocal Instruction, Curriculum Development, Regional Development, Economic Development, Community Initiatives, Continuing Education, Community Development, Nonprofits, Community Outreach, Public Speaking, Student Development, Staff Development, Grant Writing, Admissions, Instructional Design, Academic Advising, Higher Education..., University Teaching, Program Development, Student Affairs, Career Counseling, E-Learning, Curriculum Design, Program Evaluation, Non-profit..., Public Relations, Event Management, Grants, Fundraising, Leadership
Education
University of Tulsa College of Law 2015 — 2018
Doctor of Law (JD)
Northeastern State University 2004 — 2006
MS, Higher Education Administration
Northeastern State University 1993 — 1997
BBA, Accounting, Business
Tahlequah High School 1991 — 1993
High School Diploma
Jim Oster Jim Oster's Edward Jones Experience November 1999 - May 2000
Job Accountant at DMH
Industry Mental Health Care
Experience
MO Dept of Mental Health - Center for Behavioral Medicine July 2000 - Present
Edward Jones November 1999 - May 2000
Northwest Missouri Area Agency on Aging January 1997 - October 1999
Education
Northwest Missouri State University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 1988 — 1993
B.S. Accountancy, Accounting
MO Dept of Mental Health - Center for Behavioral Medicine July 2000 - Present
Edward Jones November 1999 - May 2000
Northwest Missouri Area Agency on Aging January 1997 - October 1999
Education
Northwest Missouri State University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 1988 — 1993
B.S. Accountancy, Accounting
Rachel A Nicks Rachel A Nicks's Edward Jones Experience January 2012 - January 2013
Job Financial Advisor
Industry Investment Management
Experience
Waddell & Reed June 2015 - Present
Summit Wealth Group February 2013 - May 2015
Edward Jones January 2012 - January 2013
Skills
529 Plans, Uniform Combined State..., Saving for Education, Retirement Savings, Investments, IRAs, College Savings Plans, Separately Managed..., SEP IRA, Asset Allocation, Wealth, Wealth Accumulation, Roth IRA, Nonprofits, Risk Management, Financial Services, 401k Rollovers, Series 7, Investment Advisory, Mutual Funds, PowerPoint, Retirement, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Advisory, Fixed Annuities, Securities, 401k, Portfolio Management, Bonds, Asset Management, Equities, ETFs, Fixed Income, Life Insurance, Variable Annuities, Long-term Care, Series 65, Investment Management, Wealth Management..., Series 63, Pensions, Alternative Investments, Data Analysis, Financial Planners, FINRA, Finance
Education
University of Oklahoma
Bachelor's degree, English Language and Literature/Letters
Northern Arizona University
Master's degree, English Language and Literature/Letters
Waddell & Reed June 2015 - Present
Summit Wealth Group February 2013 - May 2015
Edward Jones January 2012 - January 2013
Skills
529 Plans, Uniform Combined State..., Saving for Education, Retirement Savings, Investments, IRAs, College Savings Plans, Separately Managed..., SEP IRA, Asset Allocation, Wealth, Wealth Accumulation, Roth IRA, Nonprofits, Risk Management, Financial Services, 401k Rollovers, Series 7, Investment Advisory, Mutual Funds, PowerPoint, Retirement, Wealth Management, Retirement Planning, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Advisory, Fixed Annuities, Securities, 401k, Portfolio Management, Bonds, Asset Management, Equities, ETFs, Fixed Income, Life Insurance, Variable Annuities, Long-term Care, Series 65, Investment Management, Wealth Management..., Series 63, Pensions, Alternative Investments, Data Analysis, Financial Planners, FINRA, Finance
Education
University of Oklahoma
Bachelor's degree, English Language and Literature/Letters
Northern Arizona University
Master's degree, English Language and Literature/Letters
Tina Gillespie's Edward Jones Experience November 1998 - March 2003
Job Experienced Healthcare Executive
Industry Hospital & Health Care
Experience
Northwest Medical Center June 2013 - Present
Harrison County Community Hospital March 2003 - June 2013
Edward Jones November 1998 - March 2003
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Finance, Financial Goals, Accounting, Revenue Cycle Management, Healthcare Management, Financial Accounting, Accounts Receivable, Financial Forecasting, Investments, Process Improvement, Budgets, Healthcare Industry, Revenue Recognition, Strategic Planning, Healthcare, Financial Operations, Financial Statements, Internal Controls, Hospitals, Leadership, Executive Management, Management, Financial Planning
Education
Northwest Missouri State University 1986 — 1990
BS, Finance
Northwest Medical Center June 2013 - Present
Harrison County Community Hospital March 2003 - June 2013
Edward Jones November 1998 - March 2003
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Finance, Financial Goals, Accounting, Revenue Cycle Management, Healthcare Management, Financial Accounting, Accounts Receivable, Financial Forecasting, Investments, Process Improvement, Budgets, Healthcare Industry, Revenue Recognition, Strategic Planning, Healthcare, Financial Operations, Financial Statements, Internal Controls, Hospitals, Leadership, Executive Management, Management, Financial Planning
Education
Northwest Missouri State University 1986 — 1990
BS, Finance
Patrick Sells's Edward Jones Experience July 2008 - November 2012
Job Senior Financial Advisor at MORGAN STANLEY
Industry Financial Services
Experience
MORGAN STANLEY December 2014 - Present
Waddell & Reed November 2012 - November 2014
Edward Jones July 2008 - November 2012
Skills
Public Speaking, Customer Service, Leadership, Management, Mutual Funds, Series 7, Investments, Strategic Planning, Sales, Team Building, AAMS, Finance, Financial Services, Retirement, Wealth Management, Portfolio Management, Insurance, Retirement Planning, Marketing
Education
Northern Illinois University
Northern Illinois University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
MORGAN STANLEY December 2014 - Present
Waddell & Reed November 2012 - November 2014
Edward Jones July 2008 - November 2012
Skills
Public Speaking, Customer Service, Leadership, Management, Mutual Funds, Series 7, Investments, Strategic Planning, Sales, Team Building, AAMS, Finance, Financial Services, Retirement, Wealth Management, Portfolio Management, Insurance, Retirement Planning, Marketing
Education
Northern Illinois University
Northern Illinois University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
Rachael Yohai's Edward Jones Experience May 2012 - May 2015
Job New Business Communication Coordinator at Pacific Life
Industry Financial Services
Experience
Pacific Life May 2015 - Present
Edward Jones May 2012 - May 2015
Edward Jones May 2014 - August 2014
Frieda's Inc. April 2011 - January 2014
Northern Arizona University February 2012 - May 2013
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Social Networking, Facebook, Teamwork, Leadership
Education
Northern Arizona University 2011 — 2015
Bachelor of Science (BS), Marketing and Finance
Pacific Life May 2015 - Present
Edward Jones May 2012 - May 2015
Edward Jones May 2014 - August 2014
Frieda's Inc. April 2011 - January 2014
Northern Arizona University February 2012 - May 2013
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Social Networking, Facebook, Teamwork, Leadership
Education
Northern Arizona University 2011 — 2015
Bachelor of Science (BS), Marketing and Finance
Julie Vonderhaar's Edward Jones Experience June 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Office Operations Management Leadership in the Cincinnati Area 2014 - Present
State Farm Insurance July 2012 - November 2013
Fidelity Investments February 2005 - May 2010
Fidelity Investments February 1994 - February 2005
Skills
Financial Services, Office Management, Corporate Communications, Front Office, Office Administration, Back Office, Creative Problem Solving, Risk Management, Office Equipment, Team Management, Team Leadership, Customer Liason, Customer Oriented, Process Improvement, Financial Risk, Customer Retention, Office Manager, Internal Communications, Operational Risk..., Risk Assessment, Quality Auditing, Communication, Strategic Communications, Communication Skills, Enterprise Risk..., Operational Risk, Security Audits, Physical Security, Personal Data Protection, Presentations, Customer Support, Records Management, Resourceful..., Stock Control, Property & Casualty..., Health Insurance, Microsoft Office, Identity Theft, Refinance, Sales, Town Hall Meetings
Education
Northern Kentucky University
Bachelor's Degree, Mathematics, 3.50
Edward Jones June 2014 - Present
Office Operations Management Leadership in the Cincinnati Area 2014 - Present
State Farm Insurance July 2012 - November 2013
Fidelity Investments February 2005 - May 2010
Fidelity Investments February 1994 - February 2005
Skills
Financial Services, Office Management, Corporate Communications, Front Office, Office Administration, Back Office, Creative Problem Solving, Risk Management, Office Equipment, Team Management, Team Leadership, Customer Liason, Customer Oriented, Process Improvement, Financial Risk, Customer Retention, Office Manager, Internal Communications, Operational Risk..., Risk Assessment, Quality Auditing, Communication, Strategic Communications, Communication Skills, Enterprise Risk..., Operational Risk, Security Audits, Physical Security, Personal Data Protection, Presentations, Customer Support, Records Management, Resourceful..., Stock Control, Property & Casualty..., Health Insurance, Microsoft Office, Identity Theft, Refinance, Sales, Town Hall Meetings
Education
Northern Kentucky University
Bachelor's Degree, Mathematics, 3.50
Ken Gudewich Ken Gudewich's Edward Jones Experience May 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2000 - Present
Education
Northeastern University 1990 — 1992
Master's degree, Mechanical Engineering, 3.4
University of Massachusetts Lowell 1982 — 1985
Bachelor's degree, Mechanical Engineering, 3.1
Edward Jones May 2000 - Present
Education
Northeastern University 1990 — 1992
Master's degree, Mechanical Engineering, 3.4
University of Massachusetts Lowell 1982 — 1985
Bachelor's degree, Mechanical Engineering, 3.1
Tammy Heinley Tammy Heinley's Edward Jones Experience 1999 - Present
Job Household Manager at Home
Industry Financial Services
Experience
Home April 2008 - Present
Edward Jones 1999 - Present
UND August 1984 - April 1999
Skills
Office Administration, Horse Training, Household Manager, Landscaping, I enjoy helping Kids..., Interior Design, I can wear many..., Customer Service, Time Management, Marketing, Investments
Education
UND Grand Forks, ND 2010 — 2015
non-degree seeking, Art/Art Studies, General
Northwest Technical College 1983 — 1984
Certified Medical Assistant, Medical/Clinical Assistant
Thief River Falls 1970 — 1983
High School Diploma, Primary School
Home April 2008 - Present
Edward Jones 1999 - Present
UND August 1984 - April 1999
Skills
Office Administration, Horse Training, Household Manager, Landscaping, I enjoy helping Kids..., Interior Design, I can wear many..., Customer Service, Time Management, Marketing, Investments
Education
UND Grand Forks, ND 2010 — 2015
non-degree seeking, Art/Art Studies, General
Northwest Technical College 1983 — 1984
Certified Medical Assistant, Medical/Clinical Assistant
Thief River Falls 1970 — 1983
High School Diploma, Primary School
Adam Bucholz Adam Bucholz's Edward Jones Experience 2007 - 2008
Job Branch Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank June 2009 - June 2011
Edward Jones 2007 - 2008
Skills
Credit, Banking, Loans, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending
Education
Northern Arizona University 2001 — 2006
Bachelors, Political Science, Business
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank June 2009 - June 2011
Edward Jones 2007 - 2008
Skills
Credit, Banking, Loans, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending
Education
Northern Arizona University 2001 — 2006
Bachelors, Political Science, Business
Jonathan Kimbro, CAIA Jonathan Kimbro, CAIA's Edward Jones Experience 2006 - 2007
Job Senior Product Marketing Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company October 2014 - Present
Prime, Buchholz & Associates 2009 - October 2014
Prime, Buchholz & Associates 2007 - 2009
Edward Jones 2006 - 2007
Daniel Webster Council 2003 - 2006
Skills
Portfolio Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Morningstar, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, Private Equity, Due Diligence
Education
Wake Forest University 1998 — 2002
Bachelors of Arts, English
Northeastern University 2012 — 2014
Master of Science Finance at D’Amore-McKim School of Business
Albuquerque Academy 1995 — 1998
High School
Loomis, Sayles & Company October 2014 - Present
Prime, Buchholz & Associates 2009 - October 2014
Prime, Buchholz & Associates 2007 - 2009
Edward Jones 2006 - 2007
Daniel Webster Council 2003 - 2006
Skills
Portfolio Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Morningstar, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, Private Equity, Due Diligence
Education
Wake Forest University 1998 — 2002
Bachelors of Arts, English
Northeastern University 2012 — 2014
Master of Science Finance at D’Amore-McKim School of Business
Albuquerque Academy 1995 — 1998
High School
Chad Schimmel Chad Schimmel's Edward Jones Experience November 2008 - February 2011
Job Owner and Operater of Schimmels Shop, custom Woodworks and Fine Pens www.impeccablepen.com
Industry Design
Experience
Bass Pro Shops December 2006 - October 2013
Edward Jones November 2008 - February 2011
Skills
nun chuck skills, Computer Proficiency, Computer Graphics, Sales Management, Event Management, Program Management, Project Management, Account Management, Operations Management, Management Consulting, Securities, Trading, Series 7, Series 63, Insurance, Leadership, Marketing, Customer Service
Education
Northern Arizona University, College of Business Administration 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Northern Arizona University 2000 — 2005
Bachelor's degree, Business/Commerce, General
Bass Pro Shops December 2006 - October 2013
Edward Jones November 2008 - February 2011
Skills
nun chuck skills, Computer Proficiency, Computer Graphics, Sales Management, Event Management, Program Management, Project Management, Account Management, Operations Management, Management Consulting, Securities, Trading, Series 7, Series 63, Insurance, Leadership, Marketing, Customer Service
Education
Northern Arizona University, College of Business Administration 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Northern Arizona University 2000 — 2005
Bachelor's degree, Business/Commerce, General
Hilda Thompson's Edward Jones Experience February 2015 - Present
Job OnCall Business Office Administrator at Edward Jones
Industry Public Policy
Experience
Edward Jones February 2015 - Present
City of Lake Forest Park January 2014 - Present
People For Patty Murray August 2010 - November 2010
United States Senate June 2010 - August 2010
City of Lake Forest Park October 2008 - September 2009
Education
Seattle University 2013 — 2015
Bachelor’s Degree, English
North Seattle College 2011 — 2013
Associate’s Degree
Edward Jones February 2015 - Present
City of Lake Forest Park January 2014 - Present
People For Patty Murray August 2010 - November 2010
United States Senate June 2010 - August 2010
City of Lake Forest Park October 2008 - September 2009
Education
Seattle University 2013 — 2015
Bachelor’s Degree, English
North Seattle College 2011 — 2013
Associate’s Degree
Christy Holloway Christy Holloway's Edward Jones Experience August 2015 - Present
Job Loving Life!!
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Holloway Family October 1986 - Present
Edward Jones June 2013 - August 2015
Community Eldercare Services, LLC November 2012 - January 2013
Community Eldercare Services, LLC August 2004 - November 2012
Community Eldercare Services, LLC July 2002 - August 2004
Skills
Customer Service, Healthcare Management, Healthcare, Team Building, Strategic Planning, Clinical Research, Coaching, Employee Relations, Budgets, Public Speaking, PowerPoint, Recruiting, Microsoft Word, Microsoft Excel, Process Improvement, Training, Microsoft Office, Marketing, Leadership Development, Management, Leadership, Account Management, Contract Negotiation, Social Networking, Team Leadership, Project Management, Salesforce.com
Education
Northeast Mississippi Community College 1993 — 1997
Edward Jones August 2015 - Present
Holloway Family October 1986 - Present
Edward Jones June 2013 - August 2015
Community Eldercare Services, LLC November 2012 - January 2013
Community Eldercare Services, LLC August 2004 - November 2012
Community Eldercare Services, LLC July 2002 - August 2004
Skills
Customer Service, Healthcare Management, Healthcare, Team Building, Strategic Planning, Clinical Research, Coaching, Employee Relations, Budgets, Public Speaking, PowerPoint, Recruiting, Microsoft Word, Microsoft Excel, Process Improvement, Training, Microsoft Office, Marketing, Leadership Development, Management, Leadership, Account Management, Contract Negotiation, Social Networking, Team Leadership, Project Management, Salesforce.com
Education
Northeast Mississippi Community College 1993 — 1997
Steven Raughton's Edward Jones Experience September 1999 - February 2000
Job Production Supervisor at Hubbell Power Systems
Industry Electrical/Electronic Manufacturing
Experience
Hubbell Power Systems September 2012 - Present
Heil Environmental July 2006 - September 2012
Roehl Transport January 2004 - July 2004
Arrow Trucking Co June 2003 - January 2004
Fort Payne Police Department August 2000 - February 2001
Dekalb Baptist Medical Center February 2000 - June 2000
Edward Jones September 1999 - February 2000
Skills
Training, Continuous Improvement, Leadership, Management, 5S, Kaizen, Microsoft Office, Value Stream Mapping, Purchasing
Education
Northeast Alabama Community College 2011 — 2015
Business Administration and Management, General
Fort Payne High School 1995 — 1999
Diploma
Hubbell Power Systems September 2012 - Present
Heil Environmental July 2006 - September 2012
Roehl Transport January 2004 - July 2004
Arrow Trucking Co June 2003 - January 2004
Fort Payne Police Department August 2000 - February 2001
Dekalb Baptist Medical Center February 2000 - June 2000
Edward Jones September 1999 - February 2000
Skills
Training, Continuous Improvement, Leadership, Management, 5S, Kaizen, Microsoft Office, Value Stream Mapping, Purchasing
Education
Northeast Alabama Community College 2011 — 2015
Business Administration and Management, General
Fort Payne High School 1995 — 1999
Diploma
Kenneth Patterson, PhD Kenneth Patterson, PhD's Edward Jones Experience February 2001 - June 2008
Job Sr Logistics Analyst at The CocaCola Company
Industry Information Technology and Services
Experience
The Coca-Cola Company March 2014 - Present
United States Army Reserve March 1994 - Present
General Dynamics Information Technology October 2010 - June 2012
Edward Jones February 2001 - June 2008
Skills
Logistics, Supply Chain Management, DoD, Project Planning, Project Management, Leadership, Management, Business Development, Army, Budgets, Analysis, Recruiting, Microsoft Office, Strategic Planning, Top Secret, Cross-functional Team..., Training
Education
Northcentral University 2009 — 2013
Doctor of Philosophy (Ph.D.), International Business
University of Alabama in Huntsville 1993 — 1998
Bachelor of Science (BS), Finance, General
The Coca-Cola Company March 2014 - Present
United States Army Reserve March 1994 - Present
General Dynamics Information Technology October 2010 - June 2012
Edward Jones February 2001 - June 2008
Skills
Logistics, Supply Chain Management, DoD, Project Planning, Project Management, Leadership, Management, Business Development, Army, Budgets, Analysis, Recruiting, Microsoft Office, Strategic Planning, Top Secret, Cross-functional Team..., Training
Education
Northcentral University 2009 — 2013
Doctor of Philosophy (Ph.D.), International Business
University of Alabama in Huntsville 1993 — 1998
Bachelor of Science (BS), Finance, General
Justin Gifford Justin Gifford's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Consumer Services
Experience
Edward Jones June 2014 - Present
Northern Trust July 2012 - June 2014
KPMG January 2012 - April 2012
Motorola Solutions May 2011 - August 2011
Escort Radar June 2010 - August 2010
Clean USA December 2008 - May 2010
Tweeter 2006 - 2008
Skills
Marketing, Facebook, Social Media, Sales, Management, Advertising, Entrepreneurship, Time Management, Recruiting, Project Management, Analysis, Accounting
Education
Northern Illinois University - College of Business 2010 — 2011
Accounting, Business
Edward Jones June 2014 - Present
Northern Trust July 2012 - June 2014
KPMG January 2012 - April 2012
Motorola Solutions May 2011 - August 2011
Escort Radar June 2010 - August 2010
Clean USA December 2008 - May 2010
Tweeter 2006 - 2008
Skills
Marketing, Facebook, Social Media, Sales, Management, Advertising, Entrepreneurship, Time Management, Recruiting, Project Management, Analysis, Accounting
Education
Northern Illinois University - College of Business 2010 — 2011
Accounting, Business
Susan D Sellers Susan D Sellers's Edward Jones Experience October 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Carol Flores State Farm Insurance September 2009 - October 2014
Masland Carpets & Area Rugs January 1989 - July 1994
Associated, Inc. January 1979 - January 1989
Skills
Insurance, Customer Service, Property, Commercial Insurance, Term Life Insurance, General Insurance, Disability Insurance, Casualty, Health Insurance, Sales Management, Property & Casualty...
Education
North Seattle Community College 1977 — 1980
Edward Jones October 2014 - Present
Carol Flores State Farm Insurance September 2009 - October 2014
Masland Carpets & Area Rugs January 1989 - July 1994
Associated, Inc. January 1979 - January 1989
Skills
Insurance, Customer Service, Property, Commercial Insurance, Term Life Insurance, General Insurance, Disability Insurance, Casualty, Health Insurance, Sales Management, Property & Casualty...
Education
North Seattle Community College 1977 — 1980
Shean Fletcher's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Skills
Stocks, Financial Advisory, Retirement Planning, Bonds, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 66, Long-term Care, Financial Analysis, Strategic Financial..., Term Life Insurance, Securities, Fixed Annuities
Education
Northwest Missouri State University 2007 — 2012
Bachelor's degree, Financial Planning and Services
Edward Jones August 2012 - Present
Skills
Stocks, Financial Advisory, Retirement Planning, Bonds, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 66, Long-term Care, Financial Analysis, Strategic Financial..., Term Life Insurance, Securities, Fixed Annuities
Education
Northwest Missouri State University 2007 — 2012
Bachelor's degree, Financial Planning and Services
Brad McElwain's Edward Jones Experience May 2011 - March 2013
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase N.A. October 2013 - Present
Edward Jones May 2011 - March 2013
Fidelity Investments June 2007 - April 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement, Series 63, Fixed Annuities, Investment Advisory, 401k Rollovers, Asset Allocation, 401k, Series 66
Education
Northern Kentucky University 1999 — 2003
Psychology
JPMorgan Chase N.A. October 2013 - Present
Edward Jones May 2011 - March 2013
Fidelity Investments June 2007 - April 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement, Series 63, Fixed Annuities, Investment Advisory, 401k Rollovers, Asset Allocation, 401k, Series 66
Education
Northern Kentucky University 1999 — 2003
Psychology
Gigi Palmertree Gigi Palmertree's Edward Jones Experience September 2014 - January 2015
Job 20 years experience in administration, planning and developement
Industry Executive Office
Experience
Edward Jones September 2014 - January 2015
Honda Manufacturing of Alabama May 2013 - August 2014
Davidson Hotels August 2011 - August 2012
Davidson Hotels March 2010 - August 2011
National Casino Marketing June 2008 - September 2009
Harrah's Entertainment June 2005 - September 2007
Horseshoe Casino June 2000 - June 2005
Hotel July 1999 - June 2000
Hotel-Food & Beverage March 1996 - July 1999
Sheraton Casino, Tunica Resorts, MS January 1994 - January 1995
Skills
Budgets, Time Management, Banking, Outlook, Restaurant Management, Hospitality Industry, Customer Service, PowerPoint, Revenue Analysis, Microsoft Word, Front Office, Payroll, Administrative..., Hotels, Food & Beverage
Education
University of Mississippi 2000 — 2007
MS; Bachelor, Business Administration
Northwest Mississippi Community College 1997 — 2000
Associate's degree, Business Administration and Management, General
Edward Jones September 2014 - January 2015
Honda Manufacturing of Alabama May 2013 - August 2014
Davidson Hotels August 2011 - August 2012
Davidson Hotels March 2010 - August 2011
National Casino Marketing June 2008 - September 2009
Harrah's Entertainment June 2005 - September 2007
Horseshoe Casino June 2000 - June 2005
Hotel July 1999 - June 2000
Hotel-Food & Beverage March 1996 - July 1999
Sheraton Casino, Tunica Resorts, MS January 1994 - January 1995
Skills
Budgets, Time Management, Banking, Outlook, Restaurant Management, Hospitality Industry, Customer Service, PowerPoint, Revenue Analysis, Microsoft Word, Front Office, Payroll, Administrative..., Hotels, Food & Beverage
Education
University of Mississippi 2000 — 2007
MS; Bachelor, Business Administration
Northwest Mississippi Community College 1997 — 2000
Associate's degree, Business Administration and Management, General
Paris Carter Paris Carter's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones February 2015 - Present
Enterprise Rent-A-Car March 2014 - February 2015
The Commonwealth Times June 2014 - December 2014
VCU Intercollegiate Athletics September 2013 - May 2014
Liberty Tax Service January 2014 - February 2014
Gameday Magazine May 2013 - August 2013
NrGize Lifestyle Cafe November 2010 - July 2013
Ruby Tuesday January 2009 - December 2011
Vector Marketing July 2010 - October 2010
WOW Cafe & Wingery July 2008 - October 2008
Skills
Microsoft Office, Research, Customer Service, Teamwork, Public Speaking, Xbox 360, English, Sales, Customer Satisfaction, Training, Marketing, PowerPoint
Education
Virginia Commonwealth University 2012 — 2014
Bachelor's Degree, Marketing
Northern Virginia Community College 2010 — 2012
Associate's Degree, Business Administration and Management, General
Freedom High School
Edward Jones February 2015 - Present
Enterprise Rent-A-Car March 2014 - February 2015
The Commonwealth Times June 2014 - December 2014
VCU Intercollegiate Athletics September 2013 - May 2014
Liberty Tax Service January 2014 - February 2014
Gameday Magazine May 2013 - August 2013
NrGize Lifestyle Cafe November 2010 - July 2013
Ruby Tuesday January 2009 - December 2011
Vector Marketing July 2010 - October 2010
WOW Cafe & Wingery July 2008 - October 2008
Skills
Microsoft Office, Research, Customer Service, Teamwork, Public Speaking, Xbox 360, English, Sales, Customer Satisfaction, Training, Marketing, PowerPoint
Education
Virginia Commonwealth University 2012 — 2014
Bachelor's Degree, Marketing
Northern Virginia Community College 2010 — 2012
Associate's Degree, Business Administration and Management, General
Freedom High School
Brian Michel Brian Michel's Edward Jones Experience 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2005 - Present
Skills
Investments, Financial Reporting, Series 7, Risk Management, Accounting, Accounts Receivable
Education
Northern Illinois University - College of Business 2003 — 2005
BS, Accounting
University of Iowa 2000 — 2003
Edward Jones 2005 - Present
Skills
Investments, Financial Reporting, Series 7, Risk Management, Accounting, Accounts Receivable
Education
Northern Illinois University - College of Business 2003 — 2005
BS, Accounting
University of Iowa 2000 — 2003
Cary Schroeder Cary Schroeder's Edward Jones Experience March 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
Piper Jaffray August 1998 - March 2003
Community First Bank June 1994 - August 1998
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, Roth IRA, Traditional IRA, SEP IRA, Annuities, Portfolio and..., Common Stocks, Bonds
Education
Northern State University 1981 — 1986
Bachelor of Science (BS) in business Administration, Finance and Management
Edward Jones March 2003 - Present
Piper Jaffray August 1998 - March 2003
Community First Bank June 1994 - August 1998
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, Roth IRA, Traditional IRA, SEP IRA, Annuities, Portfolio and..., Common Stocks, Bonds
Education
Northern State University 1981 — 1986
Bachelor of Science (BS) in business Administration, Finance and Management
Michael Peregrym's Edward Jones Experience September 2014 - Present
Job Financial services
Industry Financial Services
Experience
Edward Jones September 2014 - Present
FirstMerit Bank December 2012 - April 2015
Bobak's Signature Events December 2008 - December 2012
Neptune Mobile February 2011 - October 2011
Home Depot June 2006 - June 2007
St. Fabian Parish April 2004 - May 2006
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Financial Analysis, Customer Service, Customer Retention, Bilingual, Business, Speech, Polish, Technology, Computers
Education
Northern Illinois University 2009 — 2011
Bachelors of Science, Finance
Northern Illinois University 2009 — 2011
Bachelor of Science, Finance
Northern Illinois University - College of Business 2009 — 2011
Bachelors, Finance
Edward Jones September 2014 - Present
FirstMerit Bank December 2012 - April 2015
Bobak's Signature Events December 2008 - December 2012
Neptune Mobile February 2011 - October 2011
Home Depot June 2006 - June 2007
St. Fabian Parish April 2004 - May 2006
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Financial Analysis, Customer Service, Customer Retention, Bilingual, Business, Speech, Polish, Technology, Computers
Education
Northern Illinois University 2009 — 2011
Bachelors of Science, Finance
Northern Illinois University 2009 — 2011
Bachelor of Science, Finance
Northern Illinois University - College of Business 2009 — 2011
Bachelors, Finance
John Ratliff's Edward Jones Experience July 2015 - Present
Job Retail Sales Associate at TMobile
Industry Telecommunications
Experience
Edward Jones July 2015 - Present
Bank of Oklahoma June 2014 - June 2015
T-Mobile June 2012 - June 2014
Skills
Event Planning, Microsoft Office, Public Speaking, Public Relations, Financial Analysis, Sales, Strategic Financial..., Insurance, Team Building, Customer Service, Leadership, Financial Planning, Microsoft Excel, Research
Education
Northeastern State University
BA, Financial Planning
Northeastern State University
Edward Jones July 2015 - Present
Bank of Oklahoma June 2014 - June 2015
T-Mobile June 2012 - June 2014
Skills
Event Planning, Microsoft Office, Public Speaking, Public Relations, Financial Analysis, Sales, Strategic Financial..., Insurance, Team Building, Customer Service, Leadership, Financial Planning, Microsoft Excel, Research
Education
Northeastern State University
BA, Financial Planning
Northeastern State University
Gina Hoffman Gina Hoffman's Edward Jones Experience June 2012 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Aztek 2006 - 2012
Indepth Profiles August 1993 - April 2005
Skills
Invoicing, Accounting, Office Management, Office Administration
Education
Northeastern State University 1989 — 1992
Edward Jones June 2012 - Present
Aztek 2006 - 2012
Indepth Profiles August 1993 - April 2005
Skills
Invoicing, Accounting, Office Management, Office Administration
Education
Northeastern State University 1989 — 1992
Elizabeth Eddings's Edward Jones Experience September 2010 - February 2012
Job Administrative Assistant at William Jewell College
Industry Nonprofit Organization Management
Experience
William Jewell College May 2012 - Present
Edward Jones September 2010 - February 2012
Farmland Foods February 2003 - May 2010
Sprint June 1996 - February 2001
Skills
Event Planning, Finance, Budgets, Sales, Training, Analysis, Building Relationships, Marketing, Reporting & Analysis, PowerPoint, Microsoft Excel, Sales Presentations, Customer Service, Management, Retail, Access, Pricing, Leadership, Team Building
Education
Park University 1990 — 1995
Bachelor of Arts (B.A.), Psychology
Northwest Missouri State University 1989 — 1991
William Jewell College May 2012 - Present
Edward Jones September 2010 - February 2012
Farmland Foods February 2003 - May 2010
Sprint June 1996 - February 2001
Skills
Event Planning, Finance, Budgets, Sales, Training, Analysis, Building Relationships, Marketing, Reporting & Analysis, PowerPoint, Microsoft Excel, Sales Presentations, Customer Service, Management, Retail, Access, Pricing, Leadership, Team Building
Education
Park University 1990 — 1995
Bachelor of Arts (B.A.), Psychology
Northwest Missouri State University 1989 — 1991
Roger Roberg's Edward Jones Experience March 2003 - August 2004
Job Educator and Administrator
Industry Education Management
Experience
The Lowcountry Council of Governments/Workforce Development May 2014 - Present
South University July 2014 - Present
Technical College of the Lowcountry June 2004 - Present
Beaufort County School District August 2005 - May 2014
Columbia College January 2003 - December 2007
Morgan Stanley August 2004 - August 2005
Edward Jones March 2003 - August 2004
United States Marine Corps March 1984 - March 2004
Skills
Mentoring, Teaching, PowerPoint, Excel, Microsoft Office, Microsoft Excel, Higher Education, Nonprofits, Leadership Development, Program Development, Community Outreach, Research, Fundraising, Data Analysis, Training, Public Speaking, Event Planning, Staff Development
Education
Northcentral University 2009 — 2015
PhD Candidate, Business Administration/Specialization in Financial Management
Webster University 1998 — 2002
Master of Business Administration (MBA)
Webster University 1998 — 2002
Master of Arts (M.A.), Computer Resources and Information Management
University of New York , Regents College 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Glenbrook South High School
The Lowcountry Council of Governments/Workforce Development May 2014 - Present
South University July 2014 - Present
Technical College of the Lowcountry June 2004 - Present
Beaufort County School District August 2005 - May 2014
Columbia College January 2003 - December 2007
Morgan Stanley August 2004 - August 2005
Edward Jones March 2003 - August 2004
United States Marine Corps March 1984 - March 2004
Skills
Mentoring, Teaching, PowerPoint, Excel, Microsoft Office, Microsoft Excel, Higher Education, Nonprofits, Leadership Development, Program Development, Community Outreach, Research, Fundraising, Data Analysis, Training, Public Speaking, Event Planning, Staff Development
Education
Northcentral University 2009 — 2015
PhD Candidate, Business Administration/Specialization in Financial Management
Webster University 1998 — 2002
Master of Business Administration (MBA)
Webster University 1998 — 2002
Master of Arts (M.A.), Computer Resources and Information Management
University of New York , Regents College 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Glenbrook South High School
John Chiantera John Chiantera's Edward Jones Experience November 2013 - September 2015
Job Associate at Tiger Group, LLC
Industry Financial Services
Experience
Tiger Group, LLC September 2015 - Present
Edward Jones November 2013 - September 2015
John Hancock Financial Services September 2011 - May 2013
John Hancock Financial Services September 2007 - September 2011
John Hancock Financial Services August 2006 - September 2007
John Hancock Financial Services July 2004 - August 2006
State Street Bank Corporation September 2001 - July 2004
Skills
Essbase, Business Objects, Bloomberg, PowerPoint, Microsoft Excel, VBA, Microsoft Word, Accounting, Account Reconciliation, Analysis, Financial Analysis, Valuation, Financial Modeling, Asset Allocation, Bonds, Portfolio Management, Risk Management, Investments
Education
Northeastern University 2011 — 2015
Master of Science (M.S.), Finance, General
Lehigh University
Bachelor of Science (B.S.), Finance, General
Tiger Group, LLC September 2015 - Present
Edward Jones November 2013 - September 2015
John Hancock Financial Services September 2011 - May 2013
John Hancock Financial Services September 2007 - September 2011
John Hancock Financial Services August 2006 - September 2007
John Hancock Financial Services July 2004 - August 2006
State Street Bank Corporation September 2001 - July 2004
Skills
Essbase, Business Objects, Bloomberg, PowerPoint, Microsoft Excel, VBA, Microsoft Word, Accounting, Account Reconciliation, Analysis, Financial Analysis, Valuation, Financial Modeling, Asset Allocation, Bonds, Portfolio Management, Risk Management, Investments
Education
Northeastern University 2011 — 2015
Master of Science (M.S.), Finance, General
Lehigh University
Bachelor of Science (B.S.), Finance, General
Tabby Jagger Tabby Jagger's Edward Jones Experience August 2005 - September 2006
Job Assistant to the Dean at The University of Alabama in Huntsville
Industry Higher Education
Experience
The University of Alabama in Huntsville February 2015 - Present
Poudre School District August 2011 - 2014
MONTANA STATE UNIVERSITY GALLATIN COLLEGE December 2007 - March 2011
Edward Jones August 2005 - September 2006
Gallatin Gateway School August 2004 - June 2005
Skills
Public Speaking, Non-profits, PowerPoint, Customer Service, Curriculum Development, Social Media, Microsoft Word, Microsoft Excel, Curriculum Design, Teaching, Microsoft Office, Tutoring, Public Relations, Student Affairs, Time Management, Nonprofits
Education
Northern Michigan University 1987 — 1990
Bachelors, Elementary Education
The University of Alabama in Huntsville February 2015 - Present
Poudre School District August 2011 - 2014
MONTANA STATE UNIVERSITY GALLATIN COLLEGE December 2007 - March 2011
Edward Jones August 2005 - September 2006
Gallatin Gateway School August 2004 - June 2005
Skills
Public Speaking, Non-profits, PowerPoint, Customer Service, Curriculum Development, Social Media, Microsoft Word, Microsoft Excel, Curriculum Design, Teaching, Microsoft Office, Tutoring, Public Relations, Student Affairs, Time Management, Nonprofits
Education
Northern Michigan University 1987 — 1990
Bachelors, Elementary Education
Scott Demler, CFP(R) Scott Demler, CFP(R)'s Edward Jones Experience July 2007 - March 2011
Job Financial Advisor in Rockford, Illinois sdemler@savantcapital.com
Industry Financial Services
Experience
Savant Capital Management March 2011 - Present
Edward Jones July 2007 - March 2011
Carpet One Flooring Center December 1996 - July 2007
Skills
Financial Planning, Retirement Income..., Asset Allocation, Investment Management, Estate Planning, 401K Rollovers, Wealth Accumulation, Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Qualified Retirement..., Capital Management, Tax-advantaged..., Financial Advisory, Independent Financial..., Investment Strategies, Wealth Management, Retirement Planning
Education
Boylan Central Catholic High School 1981 — 1985
Rockford, Illinois
Northern Illinois University - College of Business
DeKalb, Illinois
Savant Capital Management March 2011 - Present
Edward Jones July 2007 - March 2011
Carpet One Flooring Center December 1996 - July 2007
Skills
Financial Planning, Retirement Income..., Asset Allocation, Investment Management, Estate Planning, 401K Rollovers, Wealth Accumulation, Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Qualified Retirement..., Capital Management, Tax-advantaged..., Financial Advisory, Independent Financial..., Investment Strategies, Wealth Management, Retirement Planning
Education
Boylan Central Catholic High School 1981 — 1985
Rockford, Illinois
Northern Illinois University - College of Business
DeKalb, Illinois
Robert Flanary Robert Flanary's Edward Jones Experience April 2012 - July 2013
Job Account Manager at Hilti
Industry Construction
Experience
Hilti June 2013 - Present
Edward Jones April 2012 - July 2013
Sherwin Williams December 2005 - April 2012
Bank of Oklahoma February 2005 - December 2005
Skills
Asset Allocation, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Uniform Combined State..., Microsoft Office, Microsoft Excel, SAP, Microsoft Word, Business Development, Financial Planning, Leadership, Management, Sales Management, Sales, Customer Service, Team Building, Team Leadership, Account Management, Social Networking, PowerPoint, Sales Operations, Coaching, Inventory Management, Training, Social Media, Time Management, Direct Sales, Cold Calling, Event Planning
Education
Northeastern State University 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
University of Oklahoma 1999 — 2002
Bachelor's degree, Finance, General
Hilti June 2013 - Present
Edward Jones April 2012 - July 2013
Sherwin Williams December 2005 - April 2012
Bank of Oklahoma February 2005 - December 2005
Skills
Asset Allocation, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Uniform Combined State..., Microsoft Office, Microsoft Excel, SAP, Microsoft Word, Business Development, Financial Planning, Leadership, Management, Sales Management, Sales, Customer Service, Team Building, Team Leadership, Account Management, Social Networking, PowerPoint, Sales Operations, Coaching, Inventory Management, Training, Social Media, Time Management, Direct Sales, Cold Calling, Event Planning
Education
Northeastern State University 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
University of Oklahoma 1999 — 2002
Bachelor's degree, Finance, General
Juwel Khan's Edward Jones Experience June 2015 - August 2015
Job Edward Jones IS Quality Assurance Analyst
Industry Financial Services
Experience
Sports Authority March 2014 - Present
Edward Jones June 2015 - August 2015
Invest St. Louis February 2014 - June 2015
North South University July 2013 - December 2013
Skills
Leadership, Project Management, Social Media, Management, Teamwork, Data Analysis, Team Leadership, Microsoft Office, PowerPoint, Programming Languages, C#, Customer Service..., Managerial Finance, Database Administration, QuickBooks, SAP Implementation, SQL*Plus
Education
University of Missouri-Rolla 2015 — 2016
Bachelor's degree, Information Science Technology
St. Louis Community College 2014 — 2014
International Business
North South University 2012 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General
Sports Authority March 2014 - Present
Edward Jones June 2015 - August 2015
Invest St. Louis February 2014 - June 2015
North South University July 2013 - December 2013
Skills
Leadership, Project Management, Social Media, Management, Teamwork, Data Analysis, Team Leadership, Microsoft Office, PowerPoint, Programming Languages, C#, Customer Service..., Managerial Finance, Database Administration, QuickBooks, SAP Implementation, SQL*Plus
Education
University of Missouri-Rolla 2015 — 2016
Bachelor's degree, Information Science Technology
St. Louis Community College 2014 — 2014
International Business
North South University 2012 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General
Shonte Byrd's Edward Jones Experience December 2005 - February 2009
Job Community Engagement Coordinator
Industry Individual & Family Services
Experience
Beyond Housing November 2013 - Present
Ashley Furniture Homestore September 2012 - December 2013
Southeast Arkansas Behavioral Health 2012 - 2012
Spofford Home September 2010 - July 2011
Youth Success School-Based Behavioral Health Referral Program August 2009 - July 2010
Associated Youth Services August 2008 - April 2009
Edward Jones December 2005 - February 2009
Skills
Problem Solving, Community Out, Outstanding time..., Adolescents, Crisis Intervention, Mental Health, Social Services, Case Managment, Family Therapy, Child Welfare, Group Therapy, Psychotherapy, Psychology, Treatment, Family Services, Program Development, Case Management, Leadership, Community Outreach, Public Speaking
Education
University of Kansas 2008 — 2010
Master of Social Work (MSW), Paychology/Sociology
Northwest Missouri State University 2004 — 2008
Bachelor of Science, Psychology/Sociology
Beyond Housing November 2013 - Present
Ashley Furniture Homestore September 2012 - December 2013
Southeast Arkansas Behavioral Health 2012 - 2012
Spofford Home September 2010 - July 2011
Youth Success School-Based Behavioral Health Referral Program August 2009 - July 2010
Associated Youth Services August 2008 - April 2009
Edward Jones December 2005 - February 2009
Skills
Problem Solving, Community Out, Outstanding time..., Adolescents, Crisis Intervention, Mental Health, Social Services, Case Managment, Family Therapy, Child Welfare, Group Therapy, Psychotherapy, Psychology, Treatment, Family Services, Program Development, Case Management, Leadership, Community Outreach, Public Speaking
Education
University of Kansas 2008 — 2010
Master of Social Work (MSW), Paychology/Sociology
Northwest Missouri State University 2004 — 2008
Bachelor of Science, Psychology/Sociology
Dalena McLean's Edward Jones Experience May 2013 - Present
Job Financial advisor & broker at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Sun Life Financial March 2010 - May 2013
Pathways Family Services July 2003 - June 2009
Education
Canadian Securities Institute 2013 — 2020
Northern Alberta Institute of Technology 1987 — 1990
print graphics
Edward Jones May 2013 - Present
Sun Life Financial March 2010 - May 2013
Pathways Family Services July 2003 - June 2009
Education
Canadian Securities Institute 2013 — 2020
Northern Alberta Institute of Technology 1987 — 1990
print graphics
Harrison Kyle Bird Harrison Kyle Bird's Edward Jones Experience October 2007 - May 2009
Job IT Operations Analyst
Industry Oil & Energy
Experience
Nuverra Enviornmental Solutions February 2014 - March 2015
Hess Corporation April 2011 - June 2013
Twin Rivers Unified School District August 2010 - March 2011
Edward Jones October 2007 - May 2009
Skills
Microsoft Office, Windows 7, Microsoft Excel, Troubleshooting, Customer Service, System Administration, Project Management, Team Building, Team Leadership, Windows, Spanish, Inventory Management, PowerPoint, Microsoft Word, Software Documentation, Process Improvement, Outlook, Linux, Active Directory, Computer Hardware, Change Management, Technical Support, Networking, Operating Systems, Security, Program Management, Management, Help Desk Support, Training, Data Entry, Business Analysis, Leadership, Quality Assurance, Data Analysis, SharePoint, Software Installation, Visio, Windows Server, Disaster Recovery
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Information Technology, with Honors
Nuverra Enviornmental Solutions February 2014 - March 2015
Hess Corporation April 2011 - June 2013
Twin Rivers Unified School District August 2010 - March 2011
Edward Jones October 2007 - May 2009
Skills
Microsoft Office, Windows 7, Microsoft Excel, Troubleshooting, Customer Service, System Administration, Project Management, Team Building, Team Leadership, Windows, Spanish, Inventory Management, PowerPoint, Microsoft Word, Software Documentation, Process Improvement, Outlook, Linux, Active Directory, Computer Hardware, Change Management, Technical Support, Networking, Operating Systems, Security, Program Management, Management, Help Desk Support, Training, Data Entry, Business Analysis, Leadership, Quality Assurance, Data Analysis, SharePoint, Software Installation, Visio, Windows Server, Disaster Recovery
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Information Technology, with Honors
Julie Ingermanson Julie Ingermanson's Edward Jones Experience February 2011 - Present
Job Mutual Fund Service at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Architectural Systems, Inc. September 2010 - December 2010
Metro Restaurants February 2009 - August 2010
HGI Design, LLC November 2007 - August 2008
Architectural Systems, Inc. July 2006 - August 2007
Clinique April 2006 - June 2006
Michelle Carnes Designs October 2005 - March 2006
The Outpost Group February 2005 - March 2006
Skills
Customer Service, Accounts Payable, Microsoft Office, Microsoft Excel
Education
Eastern Arizona College 1996 — 1998
AA, Music
Northern Arizona University
BS, Interior Design
Edward Jones February 2011 - Present
Architectural Systems, Inc. September 2010 - December 2010
Metro Restaurants February 2009 - August 2010
HGI Design, LLC November 2007 - August 2008
Architectural Systems, Inc. July 2006 - August 2007
Clinique April 2006 - June 2006
Michelle Carnes Designs October 2005 - March 2006
The Outpost Group February 2005 - March 2006
Skills
Customer Service, Accounts Payable, Microsoft Office, Microsoft Excel
Education
Eastern Arizona College 1996 — 1998
AA, Music
Northern Arizona University
BS, Interior Design
Michael Maré, AAMS's Edward Jones Experience October 2007 - October 2010
Job Colorado Branch Manager
Industry Financial Services
Experience
Quantum Wealth Strategies LLC December 2011 - Present
Key Investment Services October 2010 - December 2011
Edward Jones October 2007 - October 2010
Tucson Police Department May 1994 - October 2007
Education
Northern Arizona University 2002 — 2004
Master of Science
University of Arizona 1988 — 1992
Bachelor of Science
Quantum Wealth Strategies LLC December 2011 - Present
Key Investment Services October 2010 - December 2011
Edward Jones October 2007 - October 2010
Tucson Police Department May 1994 - October 2007
Education
Northern Arizona University 2002 — 2004
Master of Science
University of Arizona 1988 — 1992
Bachelor of Science
Chris McEwan's Edward Jones Experience March 2003 - January 2004
Job Owner / Recruiter at FPC of Plymouth Connecting Leading Financial Institutions with Top Risk Management Talent
Industry Staffing and Recruiting
Experience
FPC of Plymouth August 2015 - Present
TIAA-CREF December 2012 - August 2015
Resources Global Professionals November 2010 - December 2012
Wachovia, A Wells Fargo Company September 2006 - December 2010
Hoffman Recruiters February 2004 - September 2006
Edward Jones March 2003 - January 2004
Frito Lay April 2001 - March 2003
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Financial Services, Risk Management, Technical Recruiting, Banking, Sourcing, Human Resources, Cold Calling, Onboarding, Finance, Internet Recruiting, Vendor Management, Insurance, Relationship Management, Training, Interviews, Leadership, Management, Change Management, SDLC, Sales, Information Technology, Business Process...
Education
Strayer University 2007 — 2009
Master of Business Administration, Management
Northeastern University 1996 — 2001
Bachelor of Science, Marketing
FPC of Plymouth August 2015 - Present
TIAA-CREF December 2012 - August 2015
Resources Global Professionals November 2010 - December 2012
Wachovia, A Wells Fargo Company September 2006 - December 2010
Hoffman Recruiters February 2004 - September 2006
Edward Jones March 2003 - January 2004
Frito Lay April 2001 - March 2003
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Financial Services, Risk Management, Technical Recruiting, Banking, Sourcing, Human Resources, Cold Calling, Onboarding, Finance, Internet Recruiting, Vendor Management, Insurance, Relationship Management, Training, Interviews, Leadership, Management, Change Management, SDLC, Sales, Information Technology, Business Process...
Education
Strayer University 2007 — 2009
Master of Business Administration, Management
Northeastern University 1996 — 2001
Bachelor of Science, Marketing
Lee Mohan Lee Mohan's Edward Jones Experience September 2013 - December 2013
Job Marketing Major specializing in restaurant knowledge, aspiring traveler
Industry Marketing and Advertising
Experience
Willie's Restaurants September 2009 - May 2015
Improved Piping Products, Inc. (IPP) 2015 - 2015
Edward Jones September 2013 - December 2013
Bar Staff Management 2011 - 2012
Meadow North Animal Hospital 2007 - 2012
Guero's Taco Diner October 2005 - October 2008
Skills
Love Of Learning, Animal Science, Customer Service, Love to Cook, Marketing, Microsoft Office, Teamwork, Time Management, Sales
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Northwest Vista College 2009 — 2011
Associate of Science (A.S.), Allied Health and Medical Assisting Services
Willie's Restaurants September 2009 - May 2015
Improved Piping Products, Inc. (IPP) 2015 - 2015
Edward Jones September 2013 - December 2013
Bar Staff Management 2011 - 2012
Meadow North Animal Hospital 2007 - 2012
Guero's Taco Diner October 2005 - October 2008
Skills
Love Of Learning, Animal Science, Customer Service, Love to Cook, Marketing, Microsoft Office, Teamwork, Time Management, Sales
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Northwest Vista College 2009 — 2011
Associate of Science (A.S.), Allied Health and Medical Assisting Services
T. Casey Loper, AAMS's Edward Jones Experience December 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2006 - Present
Bank of America July 2004 - December 2006
Bank of America January 2003 - August 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Portfolio Management, Uniform Combined State..., Estate Planning, Securities, IRAs, Asset Management, 401k
Education
Northeastern State University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Edward Jones December 2006 - Present
Bank of America July 2004 - December 2006
Bank of America January 2003 - August 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Portfolio Management, Uniform Combined State..., Estate Planning, Securities, IRAs, Asset Management, 401k
Education
Northeastern State University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jeff Hampton's Edward Jones Experience September 2002 - August 2003
Job Senior Manager, Service Business Improvement at Hyundai Motor America
Industry Automotive
Experience
Hyundai Motor America June 2015 - Present
Hyundai Motor America July 2011 - June 2015
Hyundai Motors America January 2009 - July 2011
Hyundai Motor America February 2005 - January 2009
Hyundai Motor America November 2003 - February 2005
Edward Jones September 2002 - August 2003
Mitsubishi Motors January 1999 - September 2002
Mitsubishi Motors February 1996 - December 1998
Skills
Automotive, Customer Satisfaction, Automotive Aftermarket, Six Sigma, Parts, Vehicles, Product Development, Continuous Improvement, Automobile, Forecasting, Management, Competitive Analysis, Budgets, Profit, Process Improvement, Negotiation, New Business Development, Retail, Cross-functional Team..., Supply Chain Management, Strategic Planning, Dealer Management, Customer Retention, Program Management, Purchasing, Operations Management, Warranty, Sales
Education
Northern Illinois University - College of Business 2006 — 2008
MBA, Business
Southern Illinois University, Carbondale 1993 — 1995
BS, Advanced Technical Studies (Automotive Technology)
Hyundai Motor America June 2015 - Present
Hyundai Motor America July 2011 - June 2015
Hyundai Motors America January 2009 - July 2011
Hyundai Motor America February 2005 - January 2009
Hyundai Motor America November 2003 - February 2005
Edward Jones September 2002 - August 2003
Mitsubishi Motors January 1999 - September 2002
Mitsubishi Motors February 1996 - December 1998
Skills
Automotive, Customer Satisfaction, Automotive Aftermarket, Six Sigma, Parts, Vehicles, Product Development, Continuous Improvement, Automobile, Forecasting, Management, Competitive Analysis, Budgets, Profit, Process Improvement, Negotiation, New Business Development, Retail, Cross-functional Team..., Supply Chain Management, Strategic Planning, Dealer Management, Customer Retention, Program Management, Purchasing, Operations Management, Warranty, Sales
Education
Northern Illinois University - College of Business 2006 — 2008
MBA, Business
Southern Illinois University, Carbondale 1993 — 1995
BS, Advanced Technical Studies (Automotive Technology)
Andrea Feeney's Edward Jones Experience January 2001 - Present
Job Talent Acquisition Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Skills
Recruiting, Insurance, Series 7, Financial Services, Team Building, Series 63, Human Resources, Wealth Management, Employee Relations, Leadership, Customer Service, Leadership Development, Coaching, Training, Sales, 401k, Employee Benefits, Fixed Annuities, IRAs, Interviews, Mutual Funds, Onboarding, Process Improvement, Retirement Planning, Risk Management, Uniform Combined State..., Personal Development, Professional Experience
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 2000
Edward Jones January 2001 - Present
Skills
Recruiting, Insurance, Series 7, Financial Services, Team Building, Series 63, Human Resources, Wealth Management, Employee Relations, Leadership, Customer Service, Leadership Development, Coaching, Training, Sales, 401k, Employee Benefits, Fixed Annuities, IRAs, Interviews, Mutual Funds, Onboarding, Process Improvement, Retirement Planning, Risk Management, Uniform Combined State..., Personal Development, Professional Experience
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 2000
Beth Messinger's Edward Jones Experience 2003 - 2004
Job Controller at Soucie Horner
Industry Design
Experience
Soucie Horner December 2005 - Present
Shiir January 2011 - Present
Sargent Welch, VWR International June 2004 - December 2005
Edward Jones 2003 - 2004
Berlin Packaging June 1995 - April 2003
Skills
Forecasting, Process Improvement, Budgets, Inventory Management, Project Management, Management, Manufacturing, New Business Development, Leadership, Purchasing, Product Development, Training, Marketing, Sales, Marketing Strategy, Analysis, Customer Service
Education
Roosevelt University 1999 — 2002
Masters of Accounting, Accounting
Northern Illinois University 1987 — 1991
Bachelor of Science, Marketing
Soucie Horner December 2005 - Present
Shiir January 2011 - Present
Sargent Welch, VWR International June 2004 - December 2005
Edward Jones 2003 - 2004
Berlin Packaging June 1995 - April 2003
Skills
Forecasting, Process Improvement, Budgets, Inventory Management, Project Management, Management, Manufacturing, New Business Development, Leadership, Purchasing, Product Development, Training, Marketing, Sales, Marketing Strategy, Analysis, Customer Service
Education
Roosevelt University 1999 — 2002
Masters of Accounting, Accounting
Northern Illinois University 1987 — 1991
Bachelor of Science, Marketing
Rod Becker, CFP's Edward Jones Experience August 2006 - 2014
Job Financial Advisor
Industry Financial Services
Experience
First Financial Equity Corporation 2014 - 2014
Edward Jones August 2006 - 2014
Hudson Highland Group 2001 - 2006
Hudson Financial Solutions 2001 - 2006
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Northern Illinois University 1989 — 1991
Accounting
First Financial Equity Corporation 2014 - 2014
Edward Jones August 2006 - 2014
Hudson Highland Group 2001 - 2006
Hudson Financial Solutions 2001 - 2006
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Northern Illinois University 1989 — 1991
Accounting
Bill Tennant's Edward Jones Experience February 2010 - June 2011
Job Chief Customer Advocate at ZAP Technology
Industry Information Technology and Services
Experience
Zap Business Intelligence March 2012 - Present
Hillsborough County Civil Service March 2014 - Present
TARGIT A/S 2011 - 2012
Edward Jones February 2010 - June 2011
USA Hockey 2006 - 2011
Access Reverse Mortgage 2005 - 2010
Sigma Phi Epsilon 2006 - 2007
Skills
Business Intelligence..., New Business Development, Strategic Planning, Business Planning, Building New Businesses, Public Speaking, Business Strategy, Business Intelligence, Operations Management, P&L Management, Competitive Analysis, Customer Relations, Budgeting, Planning, Analysis, Analytics, Team Leadership, Financial Analysis, Team Building, Data Warehousing, Solution Selling, Customer Service, Project Planning, Budgets, Strategy, CRM, Management, Marketing Strategy, Account Management, Leadership, Training, Sales, Sales Operations, Process Improvement, Sales Management, Forecasting, Business Analysis, Direct Sales, Business Development, Pre-sales, Microsoft CRM, Marketing, Enterprise Software, Sales Process, Professional Services, Strategic Partnerships, Business Process..., Project Management, Start-ups
Education
Northeastern University
Bachelor of Science (B.S.)
Orchard Park
Zap Business Intelligence March 2012 - Present
Hillsborough County Civil Service March 2014 - Present
TARGIT A/S 2011 - 2012
Edward Jones February 2010 - June 2011
USA Hockey 2006 - 2011
Access Reverse Mortgage 2005 - 2010
Sigma Phi Epsilon 2006 - 2007
Skills
Business Intelligence..., New Business Development, Strategic Planning, Business Planning, Building New Businesses, Public Speaking, Business Strategy, Business Intelligence, Operations Management, P&L Management, Competitive Analysis, Customer Relations, Budgeting, Planning, Analysis, Analytics, Team Leadership, Financial Analysis, Team Building, Data Warehousing, Solution Selling, Customer Service, Project Planning, Budgets, Strategy, CRM, Management, Marketing Strategy, Account Management, Leadership, Training, Sales, Sales Operations, Process Improvement, Sales Management, Forecasting, Business Analysis, Direct Sales, Business Development, Pre-sales, Microsoft CRM, Marketing, Enterprise Software, Sales Process, Professional Services, Strategic Partnerships, Business Process..., Project Management, Start-ups
Education
Northeastern University
Bachelor of Science (B.S.)
Orchard Park
Anthony Pacione's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2014 - July 2015
Nadex August 2013 - April 2014
Mirus Futures September 2011 - August 2013
Mirus Futures May 2007 - August 2013
Alaron Trading December 2005 - April 2007
Alaron Trading November 2004 - December 2005
Northern Illinois University 1997 - 2000
Skills
Insurance, Licensed Life Insurance..., Protection..., Wealth Preservation..., 401k Rollovers, Asset Protection, Building Relationships, Account Management, Securities, Asset Allocation, Fixed Assets, Variable Annuities, Stocks, Bonds
Education
Northern Illinois University 1997 — 2000
Bachelor of Science, Education
Edward Jones July 2015 - Present
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2014 - July 2015
Nadex August 2013 - April 2014
Mirus Futures September 2011 - August 2013
Mirus Futures May 2007 - August 2013
Alaron Trading December 2005 - April 2007
Alaron Trading November 2004 - December 2005
Northern Illinois University 1997 - 2000
Skills
Insurance, Licensed Life Insurance..., Protection..., Wealth Preservation..., 401k Rollovers, Asset Protection, Building Relationships, Account Management, Securities, Asset Allocation, Fixed Assets, Variable Annuities, Stocks, Bonds
Education
Northern Illinois University 1997 — 2000
Bachelor of Science, Education
Dossie Jennings III's Edward Jones Experience February 2010 - November 2010
Job Sr Talent Acquisition Specialist at BJC HealthCare
Industry Staffing and Recruiting
Experience
BJC HealthCare January 2014 - Present
TEKsystems November 2010 - December 2013
Edward Jones February 2010 - November 2010
Enterprise Rent-A-Car September 2008 - August 2009
Skills
Cold Calling, Technical Recruiting, Applicant Tracking..., Staffing Services, Recruiting, Talent Acquisition, Internet Recruiting, Staff Augmentation, Sales, College Recruiting, Account Management, Business Analysis, Business Development, Marketing, Benefits Negotiation, Building Relationships, Sourcing, Vendor Management, Training
Education
Southern Illinois University, Carbondale 2006 — 2008
Bachelors of Science, Marketing
Northern Illinois University 2003 — 2006
BJC HealthCare January 2014 - Present
TEKsystems November 2010 - December 2013
Edward Jones February 2010 - November 2010
Enterprise Rent-A-Car September 2008 - August 2009
Skills
Cold Calling, Technical Recruiting, Applicant Tracking..., Staffing Services, Recruiting, Talent Acquisition, Internet Recruiting, Staff Augmentation, Sales, College Recruiting, Account Management, Business Analysis, Business Development, Marketing, Benefits Negotiation, Building Relationships, Sourcing, Vendor Management, Training
Education
Southern Illinois University, Carbondale 2006 — 2008
Bachelors of Science, Marketing
Northern Illinois University 2003 — 2006
Eric Bartlett's Edward Jones Experience February 2012 - Present
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
Edward Jones October 2008 - March 2012
Edward Jones Investments January 2005 - October 2008
Edward Jones Investments February 2002 - January 2005
Charles Schwab September 1997 - September 2001
Skills
Leadership Development, Leadership, Training, Marketing, Financial Services
Education
Northern Arizona University 1994 — 1996
B.S., Communications
Edward Jones February 2012 - Present
Edward Jones October 2008 - March 2012
Edward Jones Investments January 2005 - October 2008
Edward Jones Investments February 2002 - January 2005
Charles Schwab September 1997 - September 2001
Skills
Leadership Development, Leadership, Training, Marketing, Financial Services
Education
Northern Arizona University 1994 — 1996
B.S., Communications
Matthew Cherry's Edward Jones Experience February 2013 - March 2014
Job Client Service, Burgiss
Industry Financial Services
Experience
Burgiss August 2015 - Present
ENSO Financial Analytics February 2014 - August 2015
Edward Jones February 2013 - March 2014
KCG Holdings, Inc. January 2011 - January 2013
KCG Holdings, Inc. March 2010 - January 2011
NCMFX Inc. January 2009 - August 2009
Merrill Lynch July 2008 - January 2009
Lehman Brothers June 2007 - January 2008
Skills
Trading, Options, Series 7, Equities, Portfolio Management, Equity Trading, Electronic Trading, Risk Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Securities, Fixed Income, VBA, Prime Brokerage, Derivatives, Series 3, CFA level II candidate, Equity Derivatives, Financial Markets, Trading Systems, ETFs, Series 63, series 66, Financial Risk, Annex IV, Regulatory Analysis, Regulatory Reporting
Education
Northeastern University 2005 — 2010
Bacholors of Science, Finance, Accounting
Howell High School
Burgiss August 2015 - Present
ENSO Financial Analytics February 2014 - August 2015
Edward Jones February 2013 - March 2014
KCG Holdings, Inc. January 2011 - January 2013
KCG Holdings, Inc. March 2010 - January 2011
NCMFX Inc. January 2009 - August 2009
Merrill Lynch July 2008 - January 2009
Lehman Brothers June 2007 - January 2008
Skills
Trading, Options, Series 7, Equities, Portfolio Management, Equity Trading, Electronic Trading, Risk Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Securities, Fixed Income, VBA, Prime Brokerage, Derivatives, Series 3, CFA level II candidate, Equity Derivatives, Financial Markets, Trading Systems, ETFs, Series 63, series 66, Financial Risk, Annex IV, Regulatory Analysis, Regulatory Reporting
Education
Northeastern University 2005 — 2010
Bacholors of Science, Finance, Accounting
Howell High School
Jeff Cardella's Edward Jones Experience October 1990 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1990 - Present
Skills
Series 7, Wealth Management, 401k, Asset Allocation, Investments, Estate Planning, Saving for Education, Mutual Funds, Securities, Long-term Care
Education
Northern Illinois University 1986 — 1990
MS, Finance/English
Edward Jones October 1990 - Present
Skills
Series 7, Wealth Management, 401k, Asset Allocation, Investments, Estate Planning, Saving for Education, Mutual Funds, Securities, Long-term Care
Education
Northern Illinois University 1986 — 1990
MS, Finance/English
Nancy Rose's Edward Jones Experience November 2009 - April 2011
Job Experienced technology instructor. My passion is teaching technology to end users.
Industry Hospital & Health Care
Experience
Financial Peace University through DaveRamsey.com August 2014 - Present
HCTec Partners January 2014 - Present
Crown.org March 2001 - Present
New Hope Bible Church 2003 - Present
Commonwealth of Virginia October 2012 - Present
McLean Bible Church Christian Networking Ministry February 2015 - Present
Federal Emergency Management Agency (FEMA) November 2012 - February 2013
Fosters Jewelers March 2011 - November 2012
Edward Jones November 2009 - April 2011
Front Royal Christian Business Group 2010 - 2011
Skills
Fundraising, Small Business, Public Speaking, Customer Service, Technology..., Management, Budgets, Leadership, Leadership Development, Networking, Strategic Planning, Training, Marketing, Team Building, Sales, Entrepreneurship, Nonprofits, Coaching, Team Leadership, Public Relations, Event Planning, Community Outreach, Teaching, Program Management
Education
University of Florida 1976 — 1978
BA
Northwest Florida State College (Formerly Okaloosa-Walton Community College) 1972 — 1975
Associate of Arts (AA)
Financial Peace University through DaveRamsey.com August 2014 - Present
HCTec Partners January 2014 - Present
Crown.org March 2001 - Present
New Hope Bible Church 2003 - Present
Commonwealth of Virginia October 2012 - Present
McLean Bible Church Christian Networking Ministry February 2015 - Present
Federal Emergency Management Agency (FEMA) November 2012 - February 2013
Fosters Jewelers March 2011 - November 2012
Edward Jones November 2009 - April 2011
Front Royal Christian Business Group 2010 - 2011
Skills
Fundraising, Small Business, Public Speaking, Customer Service, Technology..., Management, Budgets, Leadership, Leadership Development, Networking, Strategic Planning, Training, Marketing, Team Building, Sales, Entrepreneurship, Nonprofits, Coaching, Team Leadership, Public Relations, Event Planning, Community Outreach, Teaching, Program Management
Education
University of Florida 1976 — 1978
BA
Northwest Florida State College (Formerly Okaloosa-Walton Community College) 1972 — 1975
Associate of Arts (AA)
Johnny McDowell's Edward Jones Experience Credit ManagerWells Fargo FinancialJune 2006 - February 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Credit ManagerWells Fargo FinancialJune 2006 - February 2007
Education
Northern Kentucky University 2007 — 2008
Masters, Communication
University of Kentucky 2001 — 2006
Bachelors, Communication
Edward Jones Credit ManagerWells Fargo FinancialJune 2006 - February 2007
Education
Northern Kentucky University 2007 — 2008
Masters, Communication
University of Kentucky 2001 — 2006
Bachelors, Communication
Lee Mahan's Edward Jones Experience January 2003 - January 2004
Job Executive Director JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase January 2011 - September 2015
JPMorgan Chase & Co. June 2007 - January 2011
JPMorgan Chase & Co. May 2007 - January 2011
JPMorgan Chase & Co. January 2004 - June 2005
Edward Jones January 2003 - January 2004
U.S. Air Force June 1992 - June 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Mortgage Banking, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Credit Risk, Fixed Income, Cross Selling, Private Banking
Education
Northeastern State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase January 2011 - September 2015
JPMorgan Chase & Co. June 2007 - January 2011
JPMorgan Chase & Co. May 2007 - January 2011
JPMorgan Chase & Co. January 2004 - June 2005
Edward Jones January 2003 - January 2004
U.S. Air Force June 1992 - June 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Mortgage Banking, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Credit Risk, Fixed Income, Cross Selling, Private Banking
Education
Northeastern State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
P.J. (Patti J.) Resare's Edward Jones Experience October 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Education
Northwest Missouri State University
Bachelor of Science (B.S.), Sociology and Anthropology, Psychology
Edward Jones October 2009 - Present
Education
Northwest Missouri State University
Bachelor of Science (B.S.), Sociology and Anthropology, Psychology
Jennifer Brunette's Edward Jones Experience May 2013 - March 2014
Job Administrative Assistant / Legal Assistant
Industry Electrical/Electronic Manufacturing
Experience
Premier Employee Solutions April 2014 - Present
Edward Jones May 2013 - March 2014
Premier Employee Solutions January 2012 - May 2013
Star Development LLC January 2009 - February 2010
Greenlee / a Textron Company March 2000 - July 2008
Ritz & Laughlin, Ltd. June 1997 - June 2005
Greenlee Textron March 1997 - March 2000
Ritz, Willette & Hampilos, Ltd. March 1994 - March 1997
Hamilton Sundstrand May 1985 - October 1993
Monticello Public Schools January 1978 - June 1984
Skills
Microsoft Office, Administrative..., Customer Service, Management, Leadership, Sales, Project Planning, CRM, Outlook, SAP, Team Building, Budgets, Procurement, Training, Continuous Improvement, Cross-functional Team..., Process Improvement
Education
Northern Illinois University 1998 — 2001
MBA - Phase I
Wm Rainey Harper College 1991 — 1993
Certificate, Legal Technology
University of Wisconsin-Whitewater 1973 — 1977
BSE, Education
Premier Employee Solutions April 2014 - Present
Edward Jones May 2013 - March 2014
Premier Employee Solutions January 2012 - May 2013
Star Development LLC January 2009 - February 2010
Greenlee / a Textron Company March 2000 - July 2008
Ritz & Laughlin, Ltd. June 1997 - June 2005
Greenlee Textron March 1997 - March 2000
Ritz, Willette & Hampilos, Ltd. March 1994 - March 1997
Hamilton Sundstrand May 1985 - October 1993
Monticello Public Schools January 1978 - June 1984
Skills
Microsoft Office, Administrative..., Customer Service, Management, Leadership, Sales, Project Planning, CRM, Outlook, SAP, Team Building, Budgets, Procurement, Training, Continuous Improvement, Cross-functional Team..., Process Improvement
Education
Northern Illinois University 1998 — 2001
MBA - Phase I
Wm Rainey Harper College 1991 — 1993
Certificate, Legal Technology
University of Wisconsin-Whitewater 1973 — 1977
BSE, Education
Howard Dal Monte's Edward Jones Experience March 2009 - March 2012
Job Financial Advisor, Assistant Vice President – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2012 - Present
Edward Jones March 2009 - March 2012
Bank of America January 2008 - January 2009
JPMorgan Chase March 2007 - January 2008
JPMorgan Chase November 2005 - March 2007
Skills
Retirement, Investments, Insurance Strategies
Education
Northern Arizona University 1999 — 2003
Bachelor of Science in Business Administration - CIS Major, Business administration - Major CIS, Minor Biology
Wells Fargo Advisors, LLC March 2012 - Present
Edward Jones March 2009 - March 2012
Bank of America January 2008 - January 2009
JPMorgan Chase March 2007 - January 2008
JPMorgan Chase November 2005 - March 2007
Skills
Retirement, Investments, Insurance Strategies
Education
Northern Arizona University 1999 — 2003
Bachelor of Science in Business Administration - CIS Major, Business administration - Major CIS, Minor Biology
Lynn Fazekas's Edward Jones Experience 2007 - Present
Job Oncall Branch Office Administrator at Edward Jones
Industry Education Management
Experience
Lynn Fazekas 2009 - Present
Edward Jones 2007 - Present
Lynn Fazekas 2002 - Present
Skills
Developmental..., Blogging, Public Speaking, Management, Social Media Marketing, Budgets, Fundraising, Event Planning, Nonprofits, Community Outreach, Social Networking, Strategic Planning, Public Relations, Microsoft Office, Social Media, Customer Service
Education
Northern Illinois University
BA, Psychology
Lynn Fazekas 2009 - Present
Edward Jones 2007 - Present
Lynn Fazekas 2002 - Present
Skills
Developmental..., Blogging, Public Speaking, Management, Social Media Marketing, Budgets, Fundraising, Event Planning, Nonprofits, Community Outreach, Social Networking, Strategic Planning, Public Relations, Microsoft Office, Social Media, Customer Service
Education
Northern Illinois University
BA, Psychology
Carol Brien's Edward Jones Experience January 2011 - Present
Job Bussiness Office Administrator at Edward Jones
Industry Events Services
Experience
Edward Jones January 2011 - Present
Witt/Kieffer October 2000 - May 2009
Education
Northern Illinois University 1967 — 1971
Northern Illinois University 1967 — 1968
Edward Jones January 2011 - Present
Witt/Kieffer October 2000 - May 2009
Education
Northern Illinois University 1967 — 1971
Northern Illinois University 1967 — 1968
Kara Pate, SPSM's Edward Jones Experience 1998 - 1999
Job Purchasing Professional
Industry Transportation/Trucking/Railroad
Experience
Motive Power April 2013 - Present
Cascade Designs December 2005 - August 2012
Cascade Designs September 2001 - December 2005
Cascade Designs January 2001 - September 2001
Mountain Safety Research September 2000 - January 2001
Edward Jones 1998 - 1999
Edward Jones 1998 - 1999
Skills
JD Edwards, Forecasting, Product Development, Process Improvement, Vendor Management, Managing Employees, Customer Service, International Trade, Supplier Selection, Supplier Evaluation, Microsoft Office, Print Buying, Fabric Buying, Injection Molded Parts..., MRO Buying, Stock Management, Marketing Communications, Sales, Contract Negotiation, Visual Merchandising, Management, Merchandising, Strategy, Supply Chain, Negotiation, Manufacturing, Project Planning, Program Management, Marketing, Inventory Management, Sourcing, Global Sourcing, Cross-functional Team..., Retail
Education
University of Nevada-Las Vegas 1987 — 1990
Bachelor of Applied Science (BASc), Hotel
Northwest College 1984 — 1985
Associate of Science (AS), Business
Motive Power April 2013 - Present
Cascade Designs December 2005 - August 2012
Cascade Designs September 2001 - December 2005
Cascade Designs January 2001 - September 2001
Mountain Safety Research September 2000 - January 2001
Edward Jones 1998 - 1999
Edward Jones 1998 - 1999
Skills
JD Edwards, Forecasting, Product Development, Process Improvement, Vendor Management, Managing Employees, Customer Service, International Trade, Supplier Selection, Supplier Evaluation, Microsoft Office, Print Buying, Fabric Buying, Injection Molded Parts..., MRO Buying, Stock Management, Marketing Communications, Sales, Contract Negotiation, Visual Merchandising, Management, Merchandising, Strategy, Supply Chain, Negotiation, Manufacturing, Project Planning, Program Management, Marketing, Inventory Management, Sourcing, Global Sourcing, Cross-functional Team..., Retail
Education
University of Nevada-Las Vegas 1987 — 1990
Bachelor of Applied Science (BASc), Hotel
Northwest College 1984 — 1985
Associate of Science (AS), Business
Sara McCluskey's Edward Jones Experience October 2004 - Present
Job Operations Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2004 - Present
Education
Northern Arizona University 1998 — 2002
BS - History, History, Sociology
Edward Jones October 2004 - Present
Education
Northern Arizona University 1998 — 2002
BS - History, History, Sociology
Jennifer Stanaway's Edward Jones Experience September 2002 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones September 2002 - August 2006
edward jones 2002 - 2006
Education
Northern Michigan University 2000 — 2002
AS, office information assistant
Marquette Senior High School 1984 — 1990
Edward Jones September 2002 - August 2006
edward jones 2002 - 2006
Education
Northern Michigan University 2000 — 2002
AS, office information assistant
Marquette Senior High School 1984 — 1990
Vivian Liametz's Edward Jones Experience September 2008 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Women About Business 2008 - 2011
Community Consolidated School District 59 December 2005 - September 2008
Children At Heart September 1993 - September 2005
Hitachi Data Systems August 1990 - September 1993
Skills
Sales Management, Business Development, Social Media Marketing, Marketing, Training, New Business Development, Marketing Strategy, Strategic Planning, Management, Team Building, Teaching, Non-profits
Education
Northeastern Illinois University 1981 — 1986
B.S., Marketing
Madonna High School, Chicago, IL 1978 — 1981
Edward Jones September 2008 - Present
Women About Business 2008 - 2011
Community Consolidated School District 59 December 2005 - September 2008
Children At Heart September 1993 - September 2005
Hitachi Data Systems August 1990 - September 1993
Skills
Sales Management, Business Development, Social Media Marketing, Marketing, Training, New Business Development, Marketing Strategy, Strategic Planning, Management, Team Building, Teaching, Non-profits
Education
Northeastern Illinois University 1981 — 1986
B.S., Marketing
Madonna High School, Chicago, IL 1978 — 1981
Paul Schoenborn's Edward Jones Experience March 2010 - October 2012
Job Author
Industry Publishing
Experience
Paul Schoenborn Self employed October 2012 - Present
Rippln April 2013 - December 2013
Edward Jones March 2010 - October 2012
WorldVentures January 2010 - October 2012
VALIC March 2008 - December 2009
Three Rivers School District August 2002 - August 2007
Oakridge School District August 2001 - August 2002
Brookings Harbor School District August 1998 - August 2001
Ontario School District August 1983 - August 1998
Primerica Financial Services March 1978 - August 1983
Skills
Reading and Telling..., Administration, Time Management, Curriculum Design, Process Improvement, Staff Development, Teaching, Business Development, System Administration, Strategic Planning, Management, Social Networking, Customer Service, Leadership Development, Social Media
Education
University of Oregon 2005 — 2007
NA, Superintendency and Educational System Administration
Northwest Nazarene University 1992 — 1994
M. Ed., Elementary Education, Administration
Western Oregon University 1970 — 1974
Bachelor's degree, Elementary Education and Teaching
Paul Schoenborn Self employed October 2012 - Present
Rippln April 2013 - December 2013
Edward Jones March 2010 - October 2012
WorldVentures January 2010 - October 2012
VALIC March 2008 - December 2009
Three Rivers School District August 2002 - August 2007
Oakridge School District August 2001 - August 2002
Brookings Harbor School District August 1998 - August 2001
Ontario School District August 1983 - August 1998
Primerica Financial Services March 1978 - August 1983
Skills
Reading and Telling..., Administration, Time Management, Curriculum Design, Process Improvement, Staff Development, Teaching, Business Development, System Administration, Strategic Planning, Management, Social Networking, Customer Service, Leadership Development, Social Media
Education
University of Oregon 2005 — 2007
NA, Superintendency and Educational System Administration
Northwest Nazarene University 1992 — 1994
M. Ed., Elementary Education, Administration
Western Oregon University 1970 — 1974
Bachelor's degree, Elementary Education and Teaching
Susan Hibbs's Edward Jones Experience March 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Schuring & Uitermarkt, P.C. August 2011 - February 2012
Edward Jones March 2011 - August 2011
St. Francis Family Health Care August 2007 - February 2011
Vatterott College July 2008 - September 2008
Parsons Tire May 2008 - August 2008
St. Francis Family Health Care April 2005 - August 2007
Larry Wiley, Clinic March 2004 - July 2006
LifeLine Foods December 2004 - April 2005
LifeLine Foods December 2004 - April 2005
Skills
Accounting, Customer Service, Decision Support, Accounts Payable, Accounts Receivable, Data Entry, QuickBooks, Invoicing, Microsoft Excel, General Ledger, Outlook, Access, Spreadsheets, Administrative..., Office Management, Budgets, Microsoft Office, Account Reconciliation, Finance
Education
Northwest Missouri State University 2001 — 2006
BS, Management
Stanberry R-II High School 1970 — 1974
Northwest Missouri State University
Business Management, Business Management
Stanberry R-II High School
Edward Jones March 2012 - Present
Schuring & Uitermarkt, P.C. August 2011 - February 2012
Edward Jones March 2011 - August 2011
St. Francis Family Health Care August 2007 - February 2011
Vatterott College July 2008 - September 2008
Parsons Tire May 2008 - August 2008
St. Francis Family Health Care April 2005 - August 2007
Larry Wiley, Clinic March 2004 - July 2006
LifeLine Foods December 2004 - April 2005
LifeLine Foods December 2004 - April 2005
Skills
Accounting, Customer Service, Decision Support, Accounts Payable, Accounts Receivable, Data Entry, QuickBooks, Invoicing, Microsoft Excel, General Ledger, Outlook, Access, Spreadsheets, Administrative..., Office Management, Budgets, Microsoft Office, Account Reconciliation, Finance
Education
Northwest Missouri State University 2001 — 2006
BS, Management
Stanberry R-II High School 1970 — 1974
Northwest Missouri State University
Business Management, Business Management
Stanberry R-II High School
Keon Long's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Skills
Public Speaking, Conflict Resolution, Student Development, Leadership, Nonprofits, Fundraising, Event Planning, Student Leadership, Community Outreach, Program Development, Student Affairs, Professional Mentoring, Higher Education, Mentoring, Leadership Development, Investments, Investment Management, Stock Trading, Financial Advice, Risk Assessment, Series 7, Investment Advisory, Series 63, 401k, Asset Allocation, Retirement, Retirement Planning, 401k Rollovers, Mutual Funds, Bonds, 529 Plans, Wealth Management, College Savings Plans, IRAs, Securities, Wealth Accumulation, Business Strategy, Strategic Planning, Financial Advisory
Education
North Park University School of Business and Nonprofit Management
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill
Bachelor of Computer Science and Minor of Religous Studies, Business Administration
The University of Chicago
North Park Theological Seminary
Master of Divinity (MDiv)
Edward Jones July 2012 - Present
Skills
Public Speaking, Conflict Resolution, Student Development, Leadership, Nonprofits, Fundraising, Event Planning, Student Leadership, Community Outreach, Program Development, Student Affairs, Professional Mentoring, Higher Education, Mentoring, Leadership Development, Investments, Investment Management, Stock Trading, Financial Advice, Risk Assessment, Series 7, Investment Advisory, Series 63, 401k, Asset Allocation, Retirement, Retirement Planning, 401k Rollovers, Mutual Funds, Bonds, 529 Plans, Wealth Management, College Savings Plans, IRAs, Securities, Wealth Accumulation, Business Strategy, Strategic Planning, Financial Advisory
Education
North Park University School of Business and Nonprofit Management
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill
Bachelor of Computer Science and Minor of Religous Studies, Business Administration
The University of Chicago
North Park Theological Seminary
Master of Divinity (MDiv)
Martin (Marty) Hlavacek's Edward Jones Experience 1992 - 1995
Job Talent & Leadership Development | Cultural Engagement | Instructional Design
Industry Insurance
Experience
Allstate 2006 - Present
Allstate 2002 - 2006
Encompass Insurance 1996 - 2002
CNA Insurance 1995 - 1996
First National Bank of Chicago 1995 - 1995
Edward Jones 1992 - 1995
MetLife 1990 - 1992
Allstate 1986 - 1990
Shand Morahan & Company 1985 - 1985
Drexel Burnham Lambert 1984 - 1985
Skills
Training, Insurance, Property & Casualty..., Leadership, Performance Management, Liability, Claim, Leadership Development, Call Centers, Instructional Design, Process Improvement, Claims Management, Coaching, Needs Analysis, Health Insurance, Employee Benefits, Customer Service, Risk Management, Analysis, General Insurance, Employee Training, Project Management, Negotiation, Casualty, Life Insurance, Claim Investigation, Team Building, Commercial Insurance, Underwriting, Culture Change, Casualty Insurance
Education
Northern Illinois University 2006 — 2009
Master of Science (M.S.), Adult Education & Instructional Design, 4.0
Northern Illinois University 1980 — 1983
B.S. Criminal Justice, Sociology
Western Illinois University 1978 — 1979
Business Administration and Management, General
Allstate 2006 - Present
Allstate 2002 - 2006
Encompass Insurance 1996 - 2002
CNA Insurance 1995 - 1996
First National Bank of Chicago 1995 - 1995
Edward Jones 1992 - 1995
MetLife 1990 - 1992
Allstate 1986 - 1990
Shand Morahan & Company 1985 - 1985
Drexel Burnham Lambert 1984 - 1985
Skills
Training, Insurance, Property & Casualty..., Leadership, Performance Management, Liability, Claim, Leadership Development, Call Centers, Instructional Design, Process Improvement, Claims Management, Coaching, Needs Analysis, Health Insurance, Employee Benefits, Customer Service, Risk Management, Analysis, General Insurance, Employee Training, Project Management, Negotiation, Casualty, Life Insurance, Claim Investigation, Team Building, Commercial Insurance, Underwriting, Culture Change, Casualty Insurance
Education
Northern Illinois University 2006 — 2009
Master of Science (M.S.), Adult Education & Instructional Design, 4.0
Northern Illinois University 1980 — 1983
B.S. Criminal Justice, Sociology
Western Illinois University 1978 — 1979
Business Administration and Management, General
Tina Gianopoulos's Edward Jones Experience March 2013 - Present
Job Branch Office Administrator, Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Rothschild Investment Corporation May 2007 - Present
Patricia Heath & Associates January 2006 - October 2006
OMD Media Direction November 2004 - January 2006
Uhlmann Price Securities, LLC February 2004 - November 2004
Raymond James Financial Inc. March 2002 - December 2003
Wachovia Securities Financial Network (First Union) October 2000 - March 2002
Wayne Hummer Investments January 1999 - September 2000
William Blair Investments, LLC January 1991 - November 1998
Skills
Asset Management, Problem Solving, Investments, Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ILX, Advent, Axys, Pershing
Education
Northeastern Illinois University
BA, Business/ Finance and Marketing
Edward Jones March 2013 - Present
Rothschild Investment Corporation May 2007 - Present
Patricia Heath & Associates January 2006 - October 2006
OMD Media Direction November 2004 - January 2006
Uhlmann Price Securities, LLC February 2004 - November 2004
Raymond James Financial Inc. March 2002 - December 2003
Wachovia Securities Financial Network (First Union) October 2000 - March 2002
Wayne Hummer Investments January 1999 - September 2000
William Blair Investments, LLC January 1991 - November 1998
Skills
Asset Management, Problem Solving, Investments, Trading, Microsoft Office, Microsoft Excel, Microsoft Word, ILX, Advent, Axys, Pershing
Education
Northeastern Illinois University
BA, Business/ Finance and Marketing
John G Hoffman's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Community Insurance Group, Inc March 2009 - December 2014
Principal Financial Group December 2011 - December 2013
Hoffman Financial Services, Inc August 1998 - March 2009
Nationwide Insurance June 1994 - August 1998
Ryder System, Inc. January 1985 - December 1993
Skills
Leadership, Strategy, Sales, Life Insurance, Management, Estate Planning, Disability Insurance, Health Insurance, Finance, Strategic Financial..., New Business Development, Team Building, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Accumulation, Management Consulting, Business Planning, Series 63, Retirement, Coaching, Negotiation, Investments, Key Person Insurance, Term Life Insurance, Asset Management, Risk Management, Process Improvement, Securities, Underwriting, Series 7, Series 6, Portfolio Management, Real Estate, Pricing, Banking, Buy-Sell Agreements, Charitable Giving, Annuities (Variable &..., Tax-Deferred Savings, Business Continuation..., 401 (k), 403 (b), SEP &..., Deferred Compensation..., Disability Income..., Executive Benefits..., IRAs (Traditional &..., Pension Plans, Supplemental Retirement..., Universal Life Insurance, Series 66
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1987
Masters, Business Administration (MBA)
Northern Illinois University 1977 — 1980
BS, Management - Human Resources
Glenbard West High School
College Prep
The American College
Chartered Financial Consultant, Financial Services
Edward Jones September 2014 - Present
Community Insurance Group, Inc March 2009 - December 2014
Principal Financial Group December 2011 - December 2013
Hoffman Financial Services, Inc August 1998 - March 2009
Nationwide Insurance June 1994 - August 1998
Ryder System, Inc. January 1985 - December 1993
Skills
Leadership, Strategy, Sales, Life Insurance, Management, Estate Planning, Disability Insurance, Health Insurance, Finance, Strategic Financial..., New Business Development, Team Building, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Accumulation, Management Consulting, Business Planning, Series 63, Retirement, Coaching, Negotiation, Investments, Key Person Insurance, Term Life Insurance, Asset Management, Risk Management, Process Improvement, Securities, Underwriting, Series 7, Series 6, Portfolio Management, Real Estate, Pricing, Banking, Buy-Sell Agreements, Charitable Giving, Annuities (Variable &..., Tax-Deferred Savings, Business Continuation..., 401 (k), 403 (b), SEP &..., Deferred Compensation..., Disability Income..., Executive Benefits..., IRAs (Traditional &..., Pension Plans, Supplemental Retirement..., Universal Life Insurance, Series 66
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1987
Masters, Business Administration (MBA)
Northern Illinois University 1977 — 1980
BS, Management - Human Resources
Glenbard West High School
College Prep
The American College
Chartered Financial Consultant, Financial Services
Donna Olinger's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Education Management
Experience
Edward Jones February 2014 - Present
Twin Hills School February 1987 - February 2014
Kellyville Public School August 1986 - July 1987
Education
Oklahoma State University 1992 — 1994
Master's degree, Curriculum and Instruction
Northeastern State University 1983 — 1986
BS, Education
Edward Jones February 2014 - Present
Twin Hills School February 1987 - February 2014
Kellyville Public School August 1986 - July 1987
Education
Oklahoma State University 1992 — 1994
Master's degree, Curriculum and Instruction
Northeastern State University 1983 — 1986
BS, Education
Michael Elisabeth Taylor's Edward Jones Experience June 2011 - December 2011
Job PATIENT ADVOCACY PROFESSIONAL
Industry Hospital & Health Care
Experience
R Houston Consultants December 2011 - Present
Edward Jones June 2011 - December 2011
NFP Securities January 2008 - January 2010
Waddell & Reed December 2005 - January 2008
Rady Children's Hospital October 1995 - October 2003
Skills
Leadership, Strategic Planning, Policy Analysis and..., Internal & External..., Staff Management, Staff Development, Planning/Organizing, Cultural Sensitivity, Department Budgeting, Building Relationships, Team Building, Problem Solving, Patient Advocacy, Public Speaking, Complaint Management, Microsoft Word, Management, Financial Services, Investments, Social Media, Program Management, Fundraising, Microsoft Office, Marketing, Event Management, Public Relations, Event Planning, Nonprofits
Education
Northern Arizona University 1994 — 1997
Education Specialist, Education
Point Loma Nazarene University 1992 — 1994
Masters, Education
Loyola University Chicago
Point Loma High School
Santa Clara University
Bachelor of Arts, History./Philosophy
R Houston Consultants December 2011 - Present
Edward Jones June 2011 - December 2011
NFP Securities January 2008 - January 2010
Waddell & Reed December 2005 - January 2008
Rady Children's Hospital October 1995 - October 2003
Skills
Leadership, Strategic Planning, Policy Analysis and..., Internal & External..., Staff Management, Staff Development, Planning/Organizing, Cultural Sensitivity, Department Budgeting, Building Relationships, Team Building, Problem Solving, Patient Advocacy, Public Speaking, Complaint Management, Microsoft Word, Management, Financial Services, Investments, Social Media, Program Management, Fundraising, Microsoft Office, Marketing, Event Management, Public Relations, Event Planning, Nonprofits
Education
Northern Arizona University 1994 — 1997
Education Specialist, Education
Point Loma Nazarene University 1992 — 1994
Masters, Education
Loyola University Chicago
Point Loma High School
Santa Clara University
Bachelor of Arts, History./Philosophy
Kristal Ferguson's Edward Jones Experience September 2003 - June 2005
Job Magical Moments
Industry Wholesale
Experience
Magical Moments June 2005 - Present
Edward Jones September 2003 - June 2005
Bank One April 1997 - December 2002
Skills
Stocks, Bonds, Sales Management, Direct Sales, Internal Audit, Team Leadership, Employee Management, Interviewing, Risk Management, Acquisition Integration, Profit & Loss Management, Whole Life, Written Skills, People Skills, Training Skills, Training Delivery, Influential, Small Business, Internal Communications, Efficiency Analysis, Efficiency Improvement, Strategic Planning, Advertising, Training, Performance Improvement, Operations Management, Public Speaking, Team Building
Education
Northern Kentucky University 1993 — 1994
Tarrant County College 1985 — 1989
Magical Moments June 2005 - Present
Edward Jones September 2003 - June 2005
Bank One April 1997 - December 2002
Skills
Stocks, Bonds, Sales Management, Direct Sales, Internal Audit, Team Leadership, Employee Management, Interviewing, Risk Management, Acquisition Integration, Profit & Loss Management, Whole Life, Written Skills, People Skills, Training Skills, Training Delivery, Influential, Small Business, Internal Communications, Efficiency Analysis, Efficiency Improvement, Strategic Planning, Advertising, Training, Performance Improvement, Operations Management, Public Speaking, Team Building
Education
Northern Kentucky University 1993 — 1994
Tarrant County College 1985 — 1989
Eric Kordish's Edward Jones Experience November 2008 - March 2009
Job Senior New Business associate at Great American Financial Resources
Industry Consumer Services
Experience
Great American Financial Resources September 2010 - Present
Citibank January 2010 - October 2011
Jeff Thomas Catering November 2006 - September 2010
Tyco Construction Inc October 2007 - January 2010
Edward Jones November 2008 - March 2009
Education
Northern Kentucky University 2004 — 2009
Bachelor of Science, Economics
Great American Financial Resources September 2010 - Present
Citibank January 2010 - October 2011
Jeff Thomas Catering November 2006 - September 2010
Tyco Construction Inc October 2007 - January 2010
Edward Jones November 2008 - March 2009
Education
Northern Kentucky University 2004 — 2009
Bachelor of Science, Economics
Randall M. Hendricks's Edward Jones Experience August 2011 - June 2015
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical June 2015 - Present
Edward Jones August 2011 - June 2015
Ameriprise Financial August 2009 - September 2010
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Long-term Care, 401k, IRAs, Wealth Management..., Wealth Accumulation, Series 7, Retirement, 401k Rollovers
Education
Northeastern State University 2005 — 2009
Bachelor of Business Administration (BBA), Professional Financial Planning
LPL Finanical June 2015 - Present
Edward Jones August 2011 - June 2015
Ameriprise Financial August 2009 - September 2010
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Long-term Care, 401k, IRAs, Wealth Management..., Wealth Accumulation, Series 7, Retirement, 401k Rollovers
Education
Northeastern State University 2005 — 2009
Bachelor of Business Administration (BBA), Professional Financial Planning
Amy Poduch, AAMS's Edward Jones Experience November 2010 - Present
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
The Hartford June 2006 - November 2010
Morgan Stanley/Van Kampen Investments June 2004 - June 2006
Morgan Stanley/Van Kampen Investments December 2002 - June 2004
Education
Northern Illinois University
Bachelor of Arts, Psychology
Edward Jones November 2010 - Present
The Hartford June 2006 - November 2010
Morgan Stanley/Van Kampen Investments June 2004 - June 2006
Morgan Stanley/Van Kampen Investments December 2002 - June 2004
Education
Northern Illinois University
Bachelor of Arts, Psychology
Carolyn DeAngelo's Edward Jones Experience June 2006 - October 2010
Job Experienced, Professional Administrative Assistant
Industry Education Management
Experience
Southern Lehigh Valley School May 2012 - Present
Steel Valley Investment Group of Raymond James & Associates October 2010 - July 2011
Edward Jones June 2006 - October 2010
Skills
Calendars, Administrative..., Office Management, Securities, Retirement Planning, Outlook, Spreadsheets, Data Entry, Deposits, Customer Service
Education
Northampton Community College 2009 — 2014
Associate's degree, Office Management and Supervision
Warren Community College 2003 — 2003
Certificate, Computerized Accounting
Southern Lehigh Valley School May 2012 - Present
Steel Valley Investment Group of Raymond James & Associates October 2010 - July 2011
Edward Jones June 2006 - October 2010
Skills
Calendars, Administrative..., Office Management, Securities, Retirement Planning, Outlook, Spreadsheets, Data Entry, Deposits, Customer Service
Education
Northampton Community College 2009 — 2014
Associate's degree, Office Management and Supervision
Warren Community College 2003 — 2003
Certificate, Computerized Accounting
Joshua Kammerer's Edward Jones Experience July 2006 - September 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Edward Jones July 2006 - September 2010
Planco Financial Services July 2003 - July 2006
Skills
Series 7, Series 66, Series 6, Series 63
Education
Northern Arizona University 1999 — 2002
BSBA, Finance, Economics
Merrill Lynch October 2010 - Present
Edward Jones July 2006 - September 2010
Planco Financial Services July 2003 - July 2006
Skills
Series 7, Series 66, Series 6, Series 63
Education
Northern Arizona University 1999 — 2002
BSBA, Finance, Economics
Mark Selquist's Edward Jones Experience February 2005 - May 2006
Job Real Property Officer
Industry Government Administration
Experience
U.S. Army Corps of Engineers August 2009 - Present
Iredell County May 2006 - August 2009
Edward Jones February 2005 - May 2006
G.C.R. and Associates, Inc. January 2001 - February 2005
Skills
Property Management, Real Estate, Real Estate Development, Residential, Urban Planning, Environmental Planning, Program Management, Project Planning, Project Management, Investments, Financial Planning, Negotiation, Strategic Planning, XHTML, Microsoft Office, Expression Web, Adobe Creative Suite, Dreamweaver, ArcGIS, Data Analysis
Education
University of New Orleans 2001 — 2005
Master of Urban and Regional Planning, Urban Planning
University of New Orleans 1996 — 1998
Master of Business Administration (MBA), Business Administration, Management and Operations
Northern Illinois University 1989 — 1992
Bachelor of Science (BS), Anthropology
U.S. Army Corps of Engineers August 2009 - Present
Iredell County May 2006 - August 2009
Edward Jones February 2005 - May 2006
G.C.R. and Associates, Inc. January 2001 - February 2005
Skills
Property Management, Real Estate, Real Estate Development, Residential, Urban Planning, Environmental Planning, Program Management, Project Planning, Project Management, Investments, Financial Planning, Negotiation, Strategic Planning, XHTML, Microsoft Office, Expression Web, Adobe Creative Suite, Dreamweaver, ArcGIS, Data Analysis
Education
University of New Orleans 2001 — 2005
Master of Urban and Regional Planning, Urban Planning
University of New Orleans 1996 — 1998
Master of Business Administration (MBA), Business Administration, Management and Operations
Northern Illinois University 1989 — 1992
Bachelor of Science (BS), Anthropology
Patricia Stoltz's Edward Jones Experience March 1999 - August 2001
Job
Industry Fund-Raising
Experience
Capital Public Radio October 2012 - Present
Wells Fargo Advisors August 2001 - October 2012
Edward Jones March 1999 - August 2001
Skills
Fundraising, Team Leadership, Business Development, Raiser's Edge, Customer Satisfaction, Customer Service, Problem Solving, Event Planning, Time Management, Data Analysis, Teamwork
Education
Northern Michigan University
B.S., Business - Management
Capital Public Radio October 2012 - Present
Wells Fargo Advisors August 2001 - October 2012
Edward Jones March 1999 - August 2001
Skills
Fundraising, Team Leadership, Business Development, Raiser's Edge, Customer Satisfaction, Customer Service, Problem Solving, Event Planning, Time Management, Data Analysis, Teamwork
Education
Northern Michigan University
B.S., Business - Management
MARIE WINTERS's Edward Jones Experience January 2010 - Present
Job BRANCH OFFICE ADMINISTRATOR at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
Skills
Office Administration, Housekeeping
Education
Northern Virginia Community College 1983 — 1984
General Business
Edward Jones January 2010 - Present
Skills
Office Administration, Housekeeping
Education
Northern Virginia Community College 1983 — 1984
General Business
Augustine Raggio's Edward Jones Experience December 2012 - June 2013
Job Financial Advisor at Country Financial
Industry Financial Services
Experience
Country Financial March 2014 - Present
Edward Jones December 2012 - June 2013
Cantor Fitzgerald, Inc February 2001 - July 2012
ABN-AMRO July 2000 - July 2001
Sakura-Dellsher August 1997 - August 2000
Sakura-Dellsher July 1997 - July 2000
Cantor-Fitzgerald August 1996 - August 1997
Rodman and Renshaw August 1995 - August 1996
Sakura-Dellsher May 1991 - July 1995
Northern Futures Corporation August 1985 - June 1991
Skills
Options, Electronic Trading, Trading Systems, Derivatives, Trading, FX Options, Bloomberg, Commodity, Financial Markets, Fixed Income, Trading Strategies, Equities, Futures Trading, Swaps, Hedging, Series 7, series 66, life and health..., Equity Trading, Market Data, Back Office, Proprietary Trading, Hedge Funds, Bonds, FINRA, Equity Derivatives, ETFs, Securities, Alternative Investments, FX trading, Traders, Investments, Risk Management, Capital Markets, Portfolio Management, Finance, Asset Management
Education
Northern Illinois University
Bachelor of Science (BS), Econimics
Country Financial March 2014 - Present
Edward Jones December 2012 - June 2013
Cantor Fitzgerald, Inc February 2001 - July 2012
ABN-AMRO July 2000 - July 2001
Sakura-Dellsher August 1997 - August 2000
Sakura-Dellsher July 1997 - July 2000
Cantor-Fitzgerald August 1996 - August 1997
Rodman and Renshaw August 1995 - August 1996
Sakura-Dellsher May 1991 - July 1995
Northern Futures Corporation August 1985 - June 1991
Skills
Options, Electronic Trading, Trading Systems, Derivatives, Trading, FX Options, Bloomberg, Commodity, Financial Markets, Fixed Income, Trading Strategies, Equities, Futures Trading, Swaps, Hedging, Series 7, series 66, life and health..., Equity Trading, Market Data, Back Office, Proprietary Trading, Hedge Funds, Bonds, FINRA, Equity Derivatives, ETFs, Securities, Alternative Investments, FX trading, Traders, Investments, Risk Management, Capital Markets, Portfolio Management, Finance, Asset Management
Education
Northern Illinois University
Bachelor of Science (BS), Econimics
Dave Petzke's Edward Jones Experience February 1992 - January 1997
Job Sr Vice President at American Funds
Industry Investment Management
Experience
American Funds February 1999 - Present
J&W Seligman January 1997 - February 1999
Edward Jones February 1992 - January 1997
Indiana University January 1984 - February 1992
Northern Illinois University January 1981 - January 1984
Chicago Bears August 1978 - January 1979
Skills
Series 7, Mutual Funds, Business Strategy, Asset Allocation, Asset Management, Investments, Alternative Investments, 401k, Series 63, FINRA, Investment Management, Investment Advisory, 529 Plans, ETFs, Investment Strategies, Securities, Series 6
Education
Northern Illinois University
Waldorf College
American Funds February 1999 - Present
J&W Seligman January 1997 - February 1999
Edward Jones February 1992 - January 1997
Indiana University January 1984 - February 1992
Northern Illinois University January 1981 - January 1984
Chicago Bears August 1978 - January 1979
Skills
Series 7, Mutual Funds, Business Strategy, Asset Allocation, Asset Management, Investments, Alternative Investments, 401k, Series 63, FINRA, Investment Management, Investment Advisory, 529 Plans, ETFs, Investment Strategies, Securities, Series 6
Education
Northern Illinois University
Waldorf College
Mariann Rubin's Edward Jones Experience April 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Hospital & Health Care
Experience
Edward Jones April 2014 - Present
Metro Square Dental February 2009 - Present
Hime & Kabot January 2005 - November 2008
Hawthorn School District August 2002 - November 2004
Education
Northern Illinois University 1978 — 1982
Bachelor of Science (B.S.), Marketing
Edward Jones April 2014 - Present
Metro Square Dental February 2009 - Present
Hime & Kabot January 2005 - November 2008
Hawthorn School District August 2002 - November 2004
Education
Northern Illinois University 1978 — 1982
Bachelor of Science (B.S.), Marketing
Dawn Ochs's Edward Jones Experience September 2013 - Present
Job Administration
Industry Financial Services
Experience
Edward Jones September 2013 - Present
State of South Dakota 1994 - 2013
StarMark Cabinetry August 1987 - September 1993
Education
Northern State University
Bachelor's Degree, Psychology and Business.
Edward Jones September 2013 - Present
State of South Dakota 1994 - 2013
StarMark Cabinetry August 1987 - September 1993
Education
Northern State University
Bachelor's Degree, Psychology and Business.
Ben Hein's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
The Home Depot 2010 - 2013
Dinersnation LLC 2005 - 2010
Education
Northwest Florida State College
Bachelor of Applied Science (B.A.Sc.), Project Management and Acquisitions
University of Central Florida
Edward Jones 2013 - Present
The Home Depot 2010 - 2013
Dinersnation LLC 2005 - 2010
Education
Northwest Florida State College
Bachelor of Applied Science (B.A.Sc.), Project Management and Acquisitions
University of Central Florida
Ron Melvin's Edward Jones Experience September 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1999 - Present
Education
Northwest Missouri State University 1976 — 1980
Bachelor's degree, Accounting
Edward Jones September 1999 - Present
Education
Northwest Missouri State University 1976 — 1980
Bachelor's degree, Accounting
Robert Schluter's Edward Jones Experience June 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, English, Outlook
Education
Northern Arizona University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones June 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, English, Outlook
Education
Northern Arizona University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation