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
Casey Reed Casey Reed's Edward Jones Experience November 2012 - March 2013
Job Business Development Professional
Industry Financial Services
Experience
Capital One September 2015 - Present
CenturyLink July 2014 - September 2015
Capital One August 2013 - July 2014
Edward Jones November 2012 - March 2013
Century 21 March 2010 - October 2012
Century 21 United 2006 - 2010
Faulk & Foster Real Estate Inc 2004 - 2006
CenturyTel 1994 - 2002
Skills
Property Management, Real Estate, Contract Negotiation, Customer Relations, Team Building, Selling, Contract Negotiations, Negotiation, Business Planning, New Business Development, Strategic Planning, Land Acquisition, Investors, Residential, Marketing Management, Residential Homes, Sellers, REO, Real Estate Transactions, Relocation, Customer Service, Investment Properties, Foreclosures, Referrals, Buyer Representation, Single Family Homes, Sales
Education
Northwestern State University 1989 — 1993
BS, Business and Marketing
Capital One September 2015 - Present
CenturyLink July 2014 - September 2015
Capital One August 2013 - July 2014
Edward Jones November 2012 - March 2013
Century 21 March 2010 - October 2012
Century 21 United 2006 - 2010
Faulk & Foster Real Estate Inc 2004 - 2006
CenturyTel 1994 - 2002
Skills
Property Management, Real Estate, Contract Negotiation, Customer Relations, Team Building, Selling, Contract Negotiations, Negotiation, Business Planning, New Business Development, Strategic Planning, Land Acquisition, Investors, Residential, Marketing Management, Residential Homes, Sellers, REO, Real Estate Transactions, Relocation, Customer Service, Investment Properties, Foreclosures, Referrals, Buyer Representation, Single Family Homes, Sales
Education
Northwestern State University 1989 — 1993
BS, Business and Marketing
Devon Broker Devon Broker's Edward Jones Experience December 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Specialistic Construction July 2013 - December 2014
Military and Civilian Federal Credit Union June 2010 - June 2013
Skills
Banking, Financial Analysis, Credit, Loans, Finance, Cash Management, Management
Education
Northwood University 2003 — 2006
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Edward Jones December 2014 - Present
Specialistic Construction July 2013 - December 2014
Military and Civilian Federal Credit Union June 2010 - June 2013
Skills
Banking, Financial Analysis, Credit, Loans, Finance, Cash Management, Management
Education
Northwood University 2003 — 2006
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Sarah Buffington Sarah Buffington's Edward Jones Experience January 2012 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Edward Jones August 2008 - December 2011
Edward Jones October 2004 - August 2008
Huron Consulting Group 2002 - 2004
Arthur Andersen Business Consulting 2000 - 2002
Skills
Leadership, Management, Strategy, Financial Analysis, Cross-functional Team..., Business Strategy, Finance, Program Management
Education
University of Iowa 1996 — 2000
Bachelor's Degree, Finance
Northwestern University - Kellogg School of Management
Edward Jones January 2012 - Present
Edward Jones August 2008 - December 2011
Edward Jones October 2004 - August 2008
Huron Consulting Group 2002 - 2004
Arthur Andersen Business Consulting 2000 - 2002
Skills
Leadership, Management, Strategy, Financial Analysis, Cross-functional Team..., Business Strategy, Finance, Program Management
Education
University of Iowa 1996 — 2000
Bachelor's Degree, Finance
Northwestern University - Kellogg School of Management
Scott Hollowell's Edward Jones Experience January 2006 - December 2010
Job Helping Create the Road Map to Your Ideal Life
Industry Financial Services
Experience
Hollowell Financial Group December 2010 - Present
Edward Jones January 2006 - December 2010
WLWT-TV January 2002 - February 2003
FOX6 WBRC 1999 - 2002
Education
The University of Georgia 2002 — 2005
Master of Arts (M.A.), Journalism
Ohio University 1978 — 1982
Bachelor's degree, Communication, General
Hollowell Financial Group December 2010 - Present
Edward Jones January 2006 - December 2010
WLWT-TV January 2002 - February 2003
FOX6 WBRC 1999 - 2002
Education
The University of Georgia 2002 — 2005
Master of Arts (M.A.), Journalism
Ohio University 1978 — 1982
Bachelor's degree, Communication, General
Kathryn (Sanderson) Walter Kathryn (Sanderson) Walter's Edward Jones Experience April 2015 - Present
Job Associate General Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones April 2015 - Present
Goldberg Kohn February 2009 - March 2015
United States Court of Appeals September 2008 - January 2009
US Courts September 2006 - August 2008
Kirkland & Ellis LLP September 2004 - August 2006
Education
University of Virginia School of Law 2001 — 2004
JD, Law
Northwestern University 1998 — 2001
BA, Political Science & International Studies
University of Missouri-Columbia 1997 — 1998
Edward Jones April 2015 - Present
Goldberg Kohn February 2009 - March 2015
United States Court of Appeals September 2008 - January 2009
US Courts September 2006 - August 2008
Kirkland & Ellis LLP September 2004 - August 2006
Education
University of Virginia School of Law 2001 — 2004
JD, Law
Northwestern University 1998 — 2001
BA, Political Science & International Studies
University of Missouri-Columbia 1997 — 1998
Mark Barone's Edward Jones Experience Executive DIrectorChristian Family Services, Inc.March 2002 - April 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Executive DIrectorChristian Family Services, Inc.March 2002 - April 2013
Education
Nova Southeastern University
University of Kansas
Edward Jones Executive DIrectorChristian Family Services, Inc.March 2002 - April 2013
Education
Nova Southeastern University
University of Kansas
Corey Dean's Edward Jones Experience October 2008 - Present
Job Digital Artist/Game Designer
Industry Computer Games
Experience
Mayhew Digital February 2015 - Present
Pedla Marketing Services July 2014 - Present
1 Up Creations July 2008 - Present
Edward Jones October 2008 - Present
OCAD University September 2014 - March 2015
Public Studio July 2014 - August 2014
OCAD University June 2014 - July 2014
Bitcasters November 2007 - January 2009
Revolving Door Games January 2007 - January 2008
Electronic Boutique December 2006 - October 2007
Skills
Texturing, Concept Design, After Effects, Zbrush, Game Design, 3D Modeling, 3D, Video Games, Marketing, Drawing, Photoshop, Illustrator, 3D Studio Max, Game Development, User Experience, Animation, Maya, User Interface, Game Mechanics, Mobile Games
Education
OCAD University 2012 — 2016
Bachelor's degree
York University 2011 — 2012
Bachelor's degree
International Academy of Design and Technology 2006 — 2007
Diploma
University of Guelph 2004 — 2005
Bachelor's degree
Mayhew Digital February 2015 - Present
Pedla Marketing Services July 2014 - Present
1 Up Creations July 2008 - Present
Edward Jones October 2008 - Present
OCAD University September 2014 - March 2015
Public Studio July 2014 - August 2014
OCAD University June 2014 - July 2014
Bitcasters November 2007 - January 2009
Revolving Door Games January 2007 - January 2008
Electronic Boutique December 2006 - October 2007
Skills
Texturing, Concept Design, After Effects, Zbrush, Game Design, 3D Modeling, 3D, Video Games, Marketing, Drawing, Photoshop, Illustrator, 3D Studio Max, Game Development, User Experience, Animation, Maya, User Interface, Game Mechanics, Mobile Games
Education
OCAD University 2012 — 2016
Bachelor's degree
York University 2011 — 2012
Bachelor's degree
International Academy of Design and Technology 2006 — 2007
Diploma
University of Guelph 2004 — 2005
Bachelor's degree
Brandon Robinson Brandon Robinson's Edward Jones Experience May 2000 - November 2003
Job Specialized Investment Services at USAA
Industry Financial Services
Experience
USAA July 2015 - Present
Robert Half April 2014 - October 2014
Switchgear Search and Recruiting May 2013 - February 2014
Kamagon Fitness April 2011 - November 2012
Grand Energy Inc. October 2009 - January 2010
Merrill Lynch November 2003 - October 2008
Edward Jones May 2000 - November 2003
Skills
Training, Strategic Partnerships, Leadership, Investments, Finance, Management, Sales, Marketing, Portfolio Management, Negotiation, Customer Retention, Small Business, Coaching, Salesforce.com, Mutual Funds, Strategy, Strategic Financial..., Wealth Management, Recruiting, Social Networking, Sports Management, Talent Acquisition, Executive Search, Business Development, New Business Development, Time Management, Entrepreneurship, Accounting, Cold Calling, Executive Management
Education
Oklahoma State University 1995 — 2000
Bachelor of Science (BS), Economics and International Business
USAA July 2015 - Present
Robert Half April 2014 - October 2014
Switchgear Search and Recruiting May 2013 - February 2014
Kamagon Fitness April 2011 - November 2012
Grand Energy Inc. October 2009 - January 2010
Merrill Lynch November 2003 - October 2008
Edward Jones May 2000 - November 2003
Skills
Training, Strategic Partnerships, Leadership, Investments, Finance, Management, Sales, Marketing, Portfolio Management, Negotiation, Customer Retention, Small Business, Coaching, Salesforce.com, Mutual Funds, Strategy, Strategic Financial..., Wealth Management, Recruiting, Social Networking, Sports Management, Talent Acquisition, Executive Search, Business Development, New Business Development, Time Management, Entrepreneurship, Accounting, Cold Calling, Executive Management
Education
Oklahoma State University 1995 — 2000
Bachelor of Science (BS), Economics and International Business
David Beldon, CFA, CAIA, CPA David Beldon, CFA, CAIA, CPA's Edward Jones Experience January 2005 - April 2005
Job Investment Consultant at Mercer
Industry Financial Services
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates May 2005 - December 2010
Edward Jones January 2005 - April 2005
Daniel Jones and Associates April 2004 - November 2004
Bergman Schraier & Co., PC December 2003 - March 2004
Hinkle & Landers PC October 2002 - January 2003
FBI June 1996 - August 1996
Skills
Excel, Asset Allocation, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Investments, Finance, Research, Risk Management, Microsoft Excel, Hedge Funds, Auditing, Financial Planning, Strategic Planning
Education
Oklahoma Baptist University 1997 — 2002
BBA, Accounting
Mercer Investment Consulting January 2011 - Present
Hammond Associates May 2005 - December 2010
Edward Jones January 2005 - April 2005
Daniel Jones and Associates April 2004 - November 2004
Bergman Schraier & Co., PC December 2003 - March 2004
Hinkle & Landers PC October 2002 - January 2003
FBI June 1996 - August 1996
Skills
Excel, Asset Allocation, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Investments, Finance, Research, Risk Management, Microsoft Excel, Hedge Funds, Auditing, Financial Planning, Strategic Planning
Education
Oklahoma Baptist University 1997 — 2002
BBA, Accounting
Brett Vandervort Brett Vandervort's Edward Jones Experience May 2012 - August 2012
Job Credit Analyst at Bank of Oklahoma
Industry Financial Services
Experience
Bank of Oklahoma July 2014 - Present
Epic Yard Service April 2006 - November 2014
Bank of Oklahoma July 2013 - July 2014
Edward Jones May 2012 - August 2012
Belltower Books December 2011 - May 2012
Intensive English Program at OBU September 2010 - December 2010
Skills
Analysis, Finance, Leadership, Adaptive, Determination, Banking
Education
Oklahoma Baptist University 2009 — 2013
Bachelor's, Finance
Bank of Oklahoma July 2014 - Present
Epic Yard Service April 2006 - November 2014
Bank of Oklahoma July 2013 - July 2014
Edward Jones May 2012 - August 2012
Belltower Books December 2011 - May 2012
Intensive English Program at OBU September 2010 - December 2010
Skills
Analysis, Finance, Leadership, Adaptive, Determination, Banking
Education
Oklahoma Baptist University 2009 — 2013
Bachelor's, Finance
Brian Seitz, AAMS ® Brian Seitz, AAMS ®'s Edward Jones Experience October 2002 - November 2006
Job Financial Consultant at Seitz Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial January 2013 - Present
Wells Fargo Advisors, LLC November 2006 - January 2013
Edward Jones October 2002 - November 2006
Verizon Business June 1999 - October 2002
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning
Education
Ohio University 1995 — 1999
BA, Business Administration
Ohio University 1995 — 1999
BS, Telecommunications
LPL Financial January 2013 - Present
Wells Fargo Advisors, LLC November 2006 - January 2013
Edward Jones October 2002 - November 2006
Verizon Business June 1999 - October 2002
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning
Education
Ohio University 1995 — 1999
BA, Business Administration
Ohio University 1995 — 1999
BS, Telecommunications
Anne Hamlin's Edward Jones Experience June 2010 - October 2012
Job Executive Assistant at Betcher Financial Group
Industry Financial Services
Experience
Betcher Financial Group October 2012 - Present
Edward Jones June 2010 - October 2012
JPMorgan Chase October 1983 - May 2009
Education
Oakland University 1983 — 1985
Betcher Financial Group October 2012 - Present
Edward Jones June 2010 - October 2012
JPMorgan Chase October 1983 - May 2009
Education
Oakland University 1983 — 1985
Joseph Willis, MBA Joseph Willis, MBA's Edward Jones Experience March 2006 - January 2010
Job Accountant at Casey County Hospital
Industry Hospital & Health Care
Experience
Casey County Hospital September 2011 - Present
Casey County Hospital District January 2010 - September 2011
Edward Jones March 2006 - January 2010
US Bank Home Mortgage March 2003 - March 2006
Skills
Accounting, Customer Service, Financial Analysis, Management, Financial Reporting, Microsoft Excel, Budgets, Series 7, Financial Advisory, Healthcare, Asset Management, Finance, Invoicing, Human Resources, Team Building
Education
Ohio University 2013 — 2015
Master of Business Administration (MBA), Health Care Administration/Management
Sullivan University 2010 — 2011
Bachelor of Science (BS), Accounting
Western Kentucky University 1998 — 2003
Bachelor of Science (BS), Financial Planning and Services
adair co. high 1994 — 1998
Casey County Hospital September 2011 - Present
Casey County Hospital District January 2010 - September 2011
Edward Jones March 2006 - January 2010
US Bank Home Mortgage March 2003 - March 2006
Skills
Accounting, Customer Service, Financial Analysis, Management, Financial Reporting, Microsoft Excel, Budgets, Series 7, Financial Advisory, Healthcare, Asset Management, Finance, Invoicing, Human Resources, Team Building
Education
Ohio University 2013 — 2015
Master of Business Administration (MBA), Health Care Administration/Management
Sullivan University 2010 — 2011
Bachelor of Science (BS), Accounting
Western Kentucky University 1998 — 2003
Bachelor of Science (BS), Financial Planning and Services
adair co. high 1994 — 1998
Ilana Moreno's Edward Jones Experience March 2015 - Present
Job Dedicated to helping families and small businesses in Central Florida
Industry Financial Services
Experience
Edward Jones March 2015 - Present
US Army 2001 - 2015
ArrowTek LLC 2009 - 2013
Skills
401k Rollovers, Education Funding..., Licensed in Long Term..., Supplements to Employee..., Business Succession..., Insurance, Estate Planning, Lifetime Income..., Retirement Planning, Risk Management, Legacies, Wealth Trasfer..., DoD, Military, Leadership, Organizational..., Security Clearance, Team Building, Training, Leadership Development, Program Management, Account Management, asset protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Buy-Sell Agreements, Communication, Creative Problem Solving, Customer Relations, Direct Sales, Gifting Strategies, Key Person Insurance, Command
Education
Norwich University
Master's Degree
Princeton University
Bachelor of Arts (B.A.)
Edward Jones March 2015 - Present
US Army 2001 - 2015
ArrowTek LLC 2009 - 2013
Skills
401k Rollovers, Education Funding..., Licensed in Long Term..., Supplements to Employee..., Business Succession..., Insurance, Estate Planning, Lifetime Income..., Retirement Planning, Risk Management, Legacies, Wealth Trasfer..., DoD, Military, Leadership, Organizational..., Security Clearance, Team Building, Training, Leadership Development, Program Management, Account Management, asset protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Buy-Sell Agreements, Communication, Creative Problem Solving, Customer Relations, Direct Sales, Gifting Strategies, Key Person Insurance, Command
Education
Norwich University
Master's Degree
Princeton University
Bachelor of Arts (B.A.)
Patty Corey Patty Corey's Edward Jones Experience October 2007 - March 2010
Job Executive Recruiter IBISWorld
Industry Market Research
Experience
IBISWorld, Inc. December 2011 - Present
IBISWorld March 2010 - December 2011
Edward Jones October 2007 - March 2010
Skills
Finance, Recruiting, Analysis, Leadership, Management, Organization, Employee Benefits, Economics, Cold Calling, Market Research, Financial Analysis, Data Analysis
Education
Oakland University 2001 — 2004
Bachelor of Arts, Finance & Communications
IBISWorld, Inc. December 2011 - Present
IBISWorld March 2010 - December 2011
Edward Jones October 2007 - March 2010
Skills
Finance, Recruiting, Analysis, Leadership, Management, Organization, Employee Benefits, Economics, Cold Calling, Market Research, Financial Analysis, Data Analysis
Education
Oakland University 2001 — 2004
Bachelor of Arts, Finance & Communications
Barry Kelley Barry Kelley's Edward Jones Experience February 2012 - January 2013
Job Financial Analyst at MidFirst Bank
Industry Banking
Experience
MidFirst Bank September 2014 - Present
MidFirst Bank March 2014 - September 2014
MidFirst Bank January 2013 - February 2014
Edward Jones February 2012 - January 2013
Elite Mobile Wash.com August 2006 - August 2011
Vector MarketingOKC, OK November 2005 - August 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Fixed Annuities, IRAs, Mutual Funds, Investment Advisory, Investments, Wealth Accumulation, Financial Advisory, Asset Allocation, Investment Strategies, Financial Analysis, 401k Rollovers, Estate Planning, Life Insurance, Portfolio Management, Entrepreneurship, Small Business, Finance
Education
Oklahoma Christian University 2005 — 2010
BBA, FinanceOKC, OK
MidFirst Bank September 2014 - Present
MidFirst Bank March 2014 - September 2014
MidFirst Bank January 2013 - February 2014
Edward Jones February 2012 - January 2013
Elite Mobile Wash.com August 2006 - August 2011
Vector MarketingOKC, OK November 2005 - August 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Fixed Annuities, IRAs, Mutual Funds, Investment Advisory, Investments, Wealth Accumulation, Financial Advisory, Asset Allocation, Investment Strategies, Financial Analysis, 401k Rollovers, Estate Planning, Life Insurance, Portfolio Management, Entrepreneurship, Small Business, Finance
Education
Oklahoma Christian University 2005 — 2010
BBA, FinanceOKC, OK
Delmas Gibson Delmas Gibson's Edward Jones Experience 2003 - 2009
Job Talent & Training Coordinator at SatCom Marketing
Industry Telecommunications
Experience
SatCom Marketing January 2014 - Present
SatCom Marketing June 2013 - January 2014
SatCom Marketing February 2012 - June 2013
Bankers Life and Casualty Company 2009 - 2011
Edward Jones 2003 - 2009
Skills
Consultative Sales..., Stong Communication..., Highly motivated..., Building Relationships, Client Rapport, Long-term Customer..., Training, Talent Acquisition, Telemarketing, Call Centers, Customer Retention, Customer Satisfaction, Goal Oriented, Inside Sales, Interpersonal..., Outside Sales, Sales, Sales Presentations, Sales Process, Cold Calling, Goal-driven leader
Education
Northwestern College
SatCom Marketing January 2014 - Present
SatCom Marketing June 2013 - January 2014
SatCom Marketing February 2012 - June 2013
Bankers Life and Casualty Company 2009 - 2011
Edward Jones 2003 - 2009
Skills
Consultative Sales..., Stong Communication..., Highly motivated..., Building Relationships, Client Rapport, Long-term Customer..., Training, Talent Acquisition, Telemarketing, Call Centers, Customer Retention, Customer Satisfaction, Goal Oriented, Inside Sales, Interpersonal..., Outside Sales, Sales, Sales Presentations, Sales Process, Cold Calling, Goal-driven leader
Education
Northwestern College
Marisa Mayhew Marisa Mayhew's Edward Jones Experience 2008 - 2009
Job Implementation Director at Apex Systems
Industry Information Technology and Services
Experience
Apex Systems January 2014 - Present
Apex Systems September 2011 - Present
Apex Systems August 2011 - September 2011
Apex Systems January 2011 - August 2011
Apex Systems 2009 - December 2010
Edward Jones 2008 - 2009
Enterprise Rent-A-Car 2006 - 2008
Skills
Technical Recruiting, Applicant Tracking..., Sourcing, Recruiting, Staffing Services, Benefits Negotiation, SDLC, Management, Talent Acquisition, Internet Recruiting, Project Management, Contract Recruitment, Networking, Account Management, Training, SharePoint, Vendor Management, System Administration, Screening, Process Improvement, Human Resources, Customer Service, Consulting, Screening Resumes, Cold Calling, Interviews, Staff Augmentation, Information Technology, Temporary Placement, Leadership
Education
Ohio University 2000 — 2006
Bachelor of Arts, History
Apex Systems January 2014 - Present
Apex Systems September 2011 - Present
Apex Systems August 2011 - September 2011
Apex Systems January 2011 - August 2011
Apex Systems 2009 - December 2010
Edward Jones 2008 - 2009
Enterprise Rent-A-Car 2006 - 2008
Skills
Technical Recruiting, Applicant Tracking..., Sourcing, Recruiting, Staffing Services, Benefits Negotiation, SDLC, Management, Talent Acquisition, Internet Recruiting, Project Management, Contract Recruitment, Networking, Account Management, Training, SharePoint, Vendor Management, System Administration, Screening, Process Improvement, Human Resources, Customer Service, Consulting, Screening Resumes, Cold Calling, Interviews, Staff Augmentation, Information Technology, Temporary Placement, Leadership
Education
Ohio University 2000 — 2006
Bachelor of Arts, History
Patty Biggs's Edward Jones Experience May 2008 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2008 - Present
Wildwood Homes Inc. May 2005 - September 2012
AT&T September 1984 - December 2003
Skills
Series 7, Mutual Funds, Customer Service, Retirement Planning, Fixed Annuities, System Administration, 401k, Retirement, Life Insurance, Insurance, Microsoft Office, Outlook, Securities, Public Speaking
Education
Nova Southeastern University 1995 — 1996
Master of Business Administration (MBA), Business Adminstration
Nova Southeastern University 1994 — 1996
MBA, Business Administration
Edward Jones May 2008 - Present
Wildwood Homes Inc. May 2005 - September 2012
AT&T September 1984 - December 2003
Skills
Series 7, Mutual Funds, Customer Service, Retirement Planning, Fixed Annuities, System Administration, 401k, Retirement, Life Insurance, Insurance, Microsoft Office, Outlook, Securities, Public Speaking
Education
Nova Southeastern University 1995 — 1996
Master of Business Administration (MBA), Business Adminstration
Nova Southeastern University 1994 — 1996
MBA, Business Administration
Ed Rutherford Ed Rutherford's Edward Jones Experience June 1998 - May 2007
Job Client Services Analyst at CME Group
Industry Financial Services
Experience
CME Group, Inc. August 2015 - Present
Black Button Eyes Productions July 2014 - Present
Promethean Theatre Ensemble June 2006 - Present
CME Group May 2010 - August 2015
City Lit Theater March 2010 - September 2013
North American Company May 2007 - March 2010
Edward Jones June 1998 - May 2007
Centerstage Chicago October 2004 - June 2006
Maximum Marketing October 2003 - January 2005
Skills
Microsoft Office, Adobe Acrobat, PeopleSoft, Singing, Acting, Public Speaking, Word, Excel, PowerPoint, FrontPage, Social Media, Writing, Grant Writing, Public Relations, Online Marketing, Email Marketing, Playwriting, Stage Performance
Education
Northwestern University - Kellogg School of Management 2014 — 2018
Master of Business Administration (MBA), Finance, General
Northwestern University 1999 — 2003
BS in Communication, Theater
British Academy of Dramatic Arts 2001 — 2001
CME Group, Inc. August 2015 - Present
Black Button Eyes Productions July 2014 - Present
Promethean Theatre Ensemble June 2006 - Present
CME Group May 2010 - August 2015
City Lit Theater March 2010 - September 2013
North American Company May 2007 - March 2010
Edward Jones June 1998 - May 2007
Centerstage Chicago October 2004 - June 2006
Maximum Marketing October 2003 - January 2005
Skills
Microsoft Office, Adobe Acrobat, PeopleSoft, Singing, Acting, Public Speaking, Word, Excel, PowerPoint, FrontPage, Social Media, Writing, Grant Writing, Public Relations, Online Marketing, Email Marketing, Playwriting, Stage Performance
Education
Northwestern University - Kellogg School of Management 2014 — 2018
Master of Business Administration (MBA), Finance, General
Northwestern University 1999 — 2003
BS in Communication, Theater
British Academy of Dramatic Arts 2001 — 2001
Adam Hammock's Edward Jones Experience January 2011 - May 2011
Job Consultant at The Persimmon Group
Industry Management Consulting
Experience
The Persimmon Group July 2014 - Present
HeBS Digital August 2011 - July 2014
Adventure Management Group June 2007 - November 2012
RPX Technologies, Inc. August 2010 - June 2011
Edward Jones January 2011 - May 2011
BOK Center/SMG-Tulsa May 2010 - August 2010
Skills
Adobe Creative Suite, CRM, Leadership, Management Consulting, Omniture, SMO, Data Management, Guerrilla Marketing, Google Analytics, Analytics, Marketing Strategy, Email Marketing, Social Media, Social Media Marketing, Google Adwords, Competitive Analysis, Adobe SiteCatalyst, Adobe SearchCenter, SAP Crystal Reports, Entrepreneurship, SEM, Marketing, Event Planning
Education
Oklahoma State University 2007 — 2011
Bachelor of Science in Business Administration, Entrepreneurship and Emerging Enterprises
University of Hertfordshire 2008 — 2009
BS, Business Administration, Management and Operations
The Persimmon Group July 2014 - Present
HeBS Digital August 2011 - July 2014
Adventure Management Group June 2007 - November 2012
RPX Technologies, Inc. August 2010 - June 2011
Edward Jones January 2011 - May 2011
BOK Center/SMG-Tulsa May 2010 - August 2010
Skills
Adobe Creative Suite, CRM, Leadership, Management Consulting, Omniture, SMO, Data Management, Guerrilla Marketing, Google Analytics, Analytics, Marketing Strategy, Email Marketing, Social Media, Social Media Marketing, Google Adwords, Competitive Analysis, Adobe SiteCatalyst, Adobe SearchCenter, SAP Crystal Reports, Entrepreneurship, SEM, Marketing, Event Planning
Education
Oklahoma State University 2007 — 2011
Bachelor of Science in Business Administration, Entrepreneurship and Emerging Enterprises
University of Hertfordshire 2008 — 2009
BS, Business Administration, Management and Operations
Heather Frazer Heather Frazer's Edward Jones Experience November 2007 - December 2010
Job Student Developmental Specialist I at the Tomas Rivera Center for Student Success, UTSA.
Industry Higher Education
Experience
Tomas Rivera Center Learning Assistance, UTSA January 2015 - Present
Supplemental Instruction Program, UTSA August 2013 - January 2015
Supplemental Instruction Program, UTSA August 2011 - August 2013
Edward Jones November 2007 - December 2010
Just Balance Academy August 2007 - October 2008
Emmanuel Homeschool Academy September 1998 - October 2008
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Teaching, Event Planning, Higher Education, Windows, Program Development, Time Management, Curriculum Development, Social Media, Outlook, Research
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Studies
Oklahoma Christian University 1988 — 1990
N/A, Education
Tomas Rivera Center Learning Assistance, UTSA January 2015 - Present
Supplemental Instruction Program, UTSA August 2013 - January 2015
Supplemental Instruction Program, UTSA August 2011 - August 2013
Edward Jones November 2007 - December 2010
Just Balance Academy August 2007 - October 2008
Emmanuel Homeschool Academy September 1998 - October 2008
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Teaching, Event Planning, Higher Education, Windows, Program Development, Time Management, Curriculum Development, Social Media, Outlook, Research
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Studies
Oklahoma Christian University 1988 — 1990
N/A, Education
Phil Haydon Phil Haydon's Edward Jones Experience October 1994 - April 2000
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2000 - Present
Edward Jones October 1994 - April 2000
Skills
Retirement Planning, Asset Allocation, Financial Advisory
Education
Ohio University 1986 — 1990
Wells Fargo Advisors March 2000 - Present
Edward Jones October 1994 - April 2000
Skills
Retirement Planning, Asset Allocation, Financial Advisory
Education
Ohio University 1986 — 1990
Khloé U. Karova, CERTIFIED FINANCIAL PLANNER™ Khloé U. Karova, CERTIFIED FINANCIAL PLANNER™'s Edward Jones Experience January 2010 - December 2013
Job Founder and President at Modern Capital Concepts, Inc. a benefit corporation (bcorp)
Industry Financial Services
Experience
Modern Capital Concepts, Inc. December 2013 - Present
Edward Jones January 2010 - December 2013
Lehman Brothers March 2006 - September 2008
Townsend Analytics January 2001 - February 2006
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, International Economics
Northwestern University 1990 — 1994
B.A., Art History, Organizational Behavior
Modern Capital Concepts, Inc. December 2013 - Present
Edward Jones January 2010 - December 2013
Lehman Brothers March 2006 - September 2008
Townsend Analytics January 2001 - February 2006
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, International Economics
Northwestern University 1990 — 1994
B.A., Art History, Organizational Behavior
Kristie McNeil Kristie McNeil's Edward Jones Experience June 2006 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Skills
Exceptional Customer..., Administrative Assistant, Friendly, Professional..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Organized, Detail-Oriented, Accustomed to Fast..., Business Process..., Take Ownership of my..., Continuous Improvement, Accounts Payable &..., Document Imaging, Deposits, Problem Solving, Customer Experience, Data Entry, Databases, Account Management, Calendars, Travel Planning, Front Office Support, Front to Back Office
Education
Holloway's Real Estate Classes
Licensed Real Estate Agent, Real Estate
Advanced Careers Learning Center
Microsoft Office Excel and PowerPoint, Completed Courses - Expert Rating
Northwestern Michigan College
Business Administration and Management, General
Traverse City High School
College Prep Curriculum
Edward Jones June 2006 - Present
Skills
Exceptional Customer..., Administrative Assistant, Friendly, Professional..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Organized, Detail-Oriented, Accustomed to Fast..., Business Process..., Take Ownership of my..., Continuous Improvement, Accounts Payable &..., Document Imaging, Deposits, Problem Solving, Customer Experience, Data Entry, Databases, Account Management, Calendars, Travel Planning, Front Office Support, Front to Back Office
Education
Holloway's Real Estate Classes
Licensed Real Estate Agent, Real Estate
Advanced Careers Learning Center
Microsoft Office Excel and PowerPoint, Completed Courses - Expert Rating
Northwestern Michigan College
Business Administration and Management, General
Traverse City High School
College Prep Curriculum
Randall Kronour, MBA Randall Kronour, MBA's Edward Jones Experience March 1999 - February 2006
Job Ameriprise Financial, Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Smith Barney February 2006 - March 2009
Edward Jones March 1999 - February 2006
Education
University of Dayton 1978 — 1980
MBA, Business Administration
Wright State University 1972 — 1975
BS, Business Administration
Ohio Northern University 1970 — 1972
Business Administration
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Smith Barney February 2006 - March 2009
Edward Jones March 1999 - February 2006
Education
University of Dayton 1978 — 1980
MBA, Business Administration
Wright State University 1972 — 1975
BS, Business Administration
Ohio Northern University 1970 — 1972
Business Administration
Casey Patrick Casey Patrick's Edward Jones Experience June 1999 - July 2004
Job Principal, Patrick Financial Group, Inc. An Independent Firm
Industry Financial Services
Experience
Patrick Financial Group, Inc. An Independent Firm July 2004 - Present
Edward Jones June 1999 - July 2004
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Financial Advisory, Estate Planning, Series 7, Securities, Small Business, Risk Management, Finance, Investments, Wealth Management, Retirement
Education
University of Florida - Warrington College Of Business 1997 — 1999
BSBA, Finance and Management
Oglethorpe University 2003 — 2005
CFP, Certified Financial Planner Program
Choctaw 1991 — 1995
HS
Patrick Financial Group, Inc. An Independent Firm July 2004 - Present
Edward Jones June 1999 - July 2004
Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Financial Advisory, Estate Planning, Series 7, Securities, Small Business, Risk Management, Finance, Investments, Wealth Management, Retirement
Education
University of Florida - Warrington College Of Business 1997 — 1999
BSBA, Finance and Management
Oglethorpe University 2003 — 2005
CFP, Certified Financial Planner Program
Choctaw 1991 — 1995
HS
Don Vickers Don Vickers's Edward Jones Experience April 2011 - Present
Job
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Donna Summers reality October 2008 - March 2011
Education
Ohio University
Edward Jones April 2011 - Present
Donna Summers reality October 2008 - March 2011
Education
Ohio University
Doug Carlson's Edward Jones Experience January 2004 - January 2007
Job VP, Corporate Quality at Dohmen
Industry Pharmaceuticals
Experience
Dohmen Life Science Services April 2012 - Present
Centric Health Resources June 2007 - April 2012
Nampac Division, Bway Corporation January 2007 - June 2007
Edward Jones January 2004 - January 2007
Spartech Corporation (now PolyOne) November 2000 - January 2004
Cooper Bussmann 1997 - 2000
Skills
Process Improvement, Strategic Planning, Cross-functional Team..., Continuous Improvement, Six Sigma, Change Management, Quality Assurance, Healthcare, Product Management, Leadership, Medical Devices, Team Building, Pharmaceutical Industry, Lean Manufacturing, Team Leadership, Business Strategy, Program Management, Manufacturing, Product Development, Supply Chain, Strategy, Budgets, Start-ups, Business Process..., Operations Management, Management, Project Management
Education
Ohio University 1985 — 1989
Bachelor’s Degree, Electrical Engineering, Summa Cum Laude
Dohmen Life Science Services April 2012 - Present
Centric Health Resources June 2007 - April 2012
Nampac Division, Bway Corporation January 2007 - June 2007
Edward Jones January 2004 - January 2007
Spartech Corporation (now PolyOne) November 2000 - January 2004
Cooper Bussmann 1997 - 2000
Skills
Process Improvement, Strategic Planning, Cross-functional Team..., Continuous Improvement, Six Sigma, Change Management, Quality Assurance, Healthcare, Product Management, Leadership, Medical Devices, Team Building, Pharmaceutical Industry, Lean Manufacturing, Team Leadership, Business Strategy, Program Management, Manufacturing, Product Development, Supply Chain, Strategy, Budgets, Start-ups, Business Process..., Operations Management, Management, Project Management
Education
Ohio University 1985 — 1989
Bachelor’s Degree, Electrical Engineering, Summa Cum Laude
Tristan Gartrell Joy's Edward Jones Experience September 2014 - Present
Job Financial Advisor @ Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Apple May 2010 - September 2014
Starbucks Coffee Company January 2010 - May 2010
Aerosoles March 2008 - January 2010
Aerosoles 2004 - February 2008
Aerosoles 2005 - 2006
Victory Land Group 2003 - 2004
Skills
Loss Prevention, Staff Development, Customer Service, Store Management, Driving Results, Sales, Training, Retail, Recruiting, Employee Training, Coaching, Visual Merchandising, Profit, Retail Sales, Store Operations, Inventory Management, District Management, Multi-Unit Management, Succession Planning, People Development, Merchandising
Education
Ohio University 2001 — 2003
BSS, Marketing/Advertising
Edward Jones September 2014 - Present
Apple May 2010 - September 2014
Starbucks Coffee Company January 2010 - May 2010
Aerosoles March 2008 - January 2010
Aerosoles 2004 - February 2008
Aerosoles 2005 - 2006
Victory Land Group 2003 - 2004
Skills
Loss Prevention, Staff Development, Customer Service, Store Management, Driving Results, Sales, Training, Retail, Recruiting, Employee Training, Coaching, Visual Merchandising, Profit, Retail Sales, Store Operations, Inventory Management, District Management, Multi-Unit Management, Succession Planning, People Development, Merchandising
Education
Ohio University 2001 — 2003
BSS, Marketing/Advertising
Nancy Rohde, CFA's Edward Jones Experience April 2011 - August 2012
Job Research Consultant and Research Team Lead at Pavilion Advisory Group
Industry Investment Management
Experience
Pavilion Advisory Group September 2014 - Present
Pavilion Advisory Group October 2012 - September 2014
Edward Jones April 2011 - August 2012
Amundi Alternative Investments February 2006 - April 2011
Amundi Alternative Investments May 2009 - July 2010
Citadel Investment Group July 2005 - January 2006
Education
University of Chicago 2010 — 2012
MBA, Finance, Economics, Strategic Management, Managerial and Organizational Behavior, Graduated with Honors
Chartered Financial Analyst Program 2006 — 2008
CFA, Finance
Northwestern University 2001 — 2005
BA, Economics
Pavilion Advisory Group September 2014 - Present
Pavilion Advisory Group October 2012 - September 2014
Edward Jones April 2011 - August 2012
Amundi Alternative Investments February 2006 - April 2011
Amundi Alternative Investments May 2009 - July 2010
Citadel Investment Group July 2005 - January 2006
Education
University of Chicago 2010 — 2012
MBA, Finance, Economics, Strategic Management, Managerial and Organizational Behavior, Graduated with Honors
Chartered Financial Analyst Program 2006 — 2008
CFA, Finance
Northwestern University 2001 — 2005
BA, Economics
Andi Koslowsky Andi Koslowsky's Edward Jones Experience January 2013 - October 2013
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2013 - October 2013
Beldon Enterprises May 2012 - January 2013
Altria Group Distribution Company 2000 - March 2012
Lakeside Learning Center March 2008 - November 2009
Education
Ohio University 1996 — 2000
Bachlors, Marketing
Edward Jones January 2013 - October 2013
Beldon Enterprises May 2012 - January 2013
Altria Group Distribution Company 2000 - March 2012
Lakeside Learning Center March 2008 - November 2009
Education
Ohio University 1996 — 2000
Bachlors, Marketing
Elizabeth Reimer's Edward Jones Experience October 1985 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1985 - Present
Education
Northwestern State University 1961 — 1965
Bachelor of Arts (BA), Elementary Education and Teaching
Edward Jones October 1985 - Present
Education
Northwestern State University 1961 — 1965
Bachelor of Arts (BA), Elementary Education and Teaching
Bryan Rea, CFP® Bryan Rea, CFP®'s Edward Jones Experience August 2003 - January 2007
Job Financial Planner at Capital Investment Advisors
Industry Financial Services
Experience
Wela Strategies January 2008 - Present
Capital Investment Advisors January 2007 - Present
Edward Jones August 2003 - January 2007
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Financial Advisory, Investment Advisory, Finance, Fixed Income, Series 63, Securities, Small Business, Mutual Funds, 401k, Fixed Annuities, IRAs, Investment Strategies
Education
Valdosta State University 1998 — 2003
B.B.A., Finance
Oglethorpe University 2008 — 2010
CERTIFIED FINANCIAL PLANNER™, Financial Planning Program
Wela Strategies January 2008 - Present
Capital Investment Advisors January 2007 - Present
Edward Jones August 2003 - January 2007
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Financial Advisory, Investment Advisory, Finance, Fixed Income, Series 63, Securities, Small Business, Mutual Funds, 401k, Fixed Annuities, IRAs, Investment Strategies
Education
Valdosta State University 1998 — 2003
B.B.A., Finance
Oglethorpe University 2008 — 2010
CERTIFIED FINANCIAL PLANNER™, Financial Planning Program
Tatiana Barry Tatiana Barry's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones June 2014 - March 2015
Family Financial of Central Ohio January 2014 - May 2014
Ohio Wesleyan University September 2010 - May 2014
Diamond Hill Capital Management October 2013 - October 2013
Milwaukee World Festival, Inc. June 2010 - August 2013
Lakelaw May 2012 - August 2012
Skills
Creative Writing, Social Networking, Microsoft Excel, Financial Analysis, Writing, Statistics, Event Planning, Microsoft Office, Critical Thinking, Prezi, Morningstar Direct, Minitab, Press Releases, Facebook, Public Speaking
Education
Ohio Wesleyan University 2010 — 2014
Bachelor's Degree, Majors: English Literature and Pre-Law Minors: Economics and History, Senior
The Prairie School 2006 — 2010
High School Diploma
Edward Jones June 2014 - Present
Edward Jones June 2014 - March 2015
Family Financial of Central Ohio January 2014 - May 2014
Ohio Wesleyan University September 2010 - May 2014
Diamond Hill Capital Management October 2013 - October 2013
Milwaukee World Festival, Inc. June 2010 - August 2013
Lakelaw May 2012 - August 2012
Skills
Creative Writing, Social Networking, Microsoft Excel, Financial Analysis, Writing, Statistics, Event Planning, Microsoft Office, Critical Thinking, Prezi, Morningstar Direct, Minitab, Press Releases, Facebook, Public Speaking
Education
Ohio Wesleyan University 2010 — 2014
Bachelor's Degree, Majors: English Literature and Pre-Law Minors: Economics and History, Senior
The Prairie School 2006 — 2010
High School Diploma
James Senior James Senior's Edward Jones Experience April 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Wells Fargo Private Bank January 2010 - April 2012
BNY Mellon January 2007 - January 2010
Skills
Financial Services, Retirement Planning, Saving for Education, Investments, Insurance
Education
Philadelphia University 1987 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Ohio University 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
Edward Jones April 2012 - Present
Wells Fargo Private Bank January 2010 - April 2012
BNY Mellon January 2007 - January 2010
Skills
Financial Services, Retirement Planning, Saving for Education, Investments, Insurance
Education
Philadelphia University 1987 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Ohio University 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
Teresa Killebrew Teresa Killebrew's Edward Jones Experience June 2012 - Present
Job Branch Office Admin Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Education
Oklahoma Christian University 1972 — 1976
Bachelor's degree
Edward Jones June 2012 - Present
Education
Oklahoma Christian University 1972 — 1976
Bachelor's degree
Clark Dixon Clark Dixon's Edward Jones Experience February 1994 - July 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Save-A-Lot (SuperValu) July 2013 - Present
MasterCard Worldwide August 1998 - March 2013
Edward Jones February 1994 - July 1998
Barnes-Jewish Hospital February 1991 - February 1994
Citicorp National Services October 1987 - February 1991
Skills
Object Oriented Design, Java Enterprise Edition, XML, C++, COBOL, CICS, JavaScript, Relational Databases, DB2, Oracle, Unix Shell Scripting, JCL
Education
Oklahoma Baptist University 1981 — 1986
BSE (Bachelor of Science in Education), with Honors, Magna Cum Laude, Mathematics
Save-A-Lot (SuperValu) July 2013 - Present
MasterCard Worldwide August 1998 - March 2013
Edward Jones February 1994 - July 1998
Barnes-Jewish Hospital February 1991 - February 1994
Citicorp National Services October 1987 - February 1991
Skills
Object Oriented Design, Java Enterprise Edition, XML, C++, COBOL, CICS, JavaScript, Relational Databases, DB2, Oracle, Unix Shell Scripting, JCL
Education
Oklahoma Baptist University 1981 — 1986
BSE (Bachelor of Science in Education), with Honors, Magna Cum Laude, Mathematics
Micheal Miller Micheal Miller's Edward Jones Experience January 2009 - December 2009
Job Financial Advisor at Miller Financial Management Group, LLC
Industry Financial Services
Experience
Miller Financial Management Group, LLC August 2015 - Present
Skylight Financial Group August 2012 - July 2015
First Command Financial Planning January 2010 - July 2012
Edward Jones January 2009 - December 2009
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth, Insurance, Financial Services, Securities, Finance, Fixed Annuities, Management, Pensions, Public Speaking, Life Insurance, Estate Planning, Leadership, Disability Insurance, Long-term Care
Education
Ohio University 1981 — 1986
B.S., Electrical Engineering
Miller Financial Management Group, LLC August 2015 - Present
Skylight Financial Group August 2012 - July 2015
First Command Financial Planning January 2010 - July 2012
Edward Jones January 2009 - December 2009
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth, Insurance, Financial Services, Securities, Finance, Fixed Annuities, Management, Pensions, Public Speaking, Life Insurance, Estate Planning, Leadership, Disability Insurance, Long-term Care
Education
Ohio University 1981 — 1986
B.S., Electrical Engineering
Todd Muehler Todd Muehler's Edward Jones Experience December 2003 - September 2005
Job Assistant Professor and Dacotah Bank Scholar in Banking and Financial Services at Northern State University
Industry Higher Education
Experience
Northern State University August 2013 - Present
Wells Fargo Advisors, LLC November 2010 - August 2013
First National Bank South Dakota September 2005 - August 2010
Edward Jones December 2003 - September 2005
Dakota Wesleyan University April 2002 - December 2003
Wells Fargo April 1999 - January 2002
Norwest Bank (n/k/a Wells Fargo) October 1996 - March 1999
Norwest Bank (n/k/a Wells Fargo) May 1995 - October 1996
Kirkwood Bank & Trust February 1994 - April 1995
The Prudential Insurance Company of America March 1993 - October 1993
Skills
Banking, Financial Services, Strategic Financial..., Finance, Mortgage Lending, Credit, Portfolio Management, Loans, Wealth Management, Investments, Insurance, Asset Management, Financial Analysis, Retirement Planning, Mutual Funds, Strategic Planning, Public Speaking, Estate Planning, Management, Leadership, Relationship Management, Microsoft Office, Risk Management
Education
University of Colorado Boulder 2007 — 2009
Diploma of Graduation with Honors, Graduate School of Banking
Cannon Financial Services 1997 — 1999
Certificate of Completion, Employee Benefits School II, III and IV, Honor Graduate
Cannon Financial Services 1997 — 1997
Sales and Service for Relationship Managers
Norwest University - Norwest Bank Corporation 1997 — 1997
Investments II
Northwestern University 1995 — 1996
ABA National Graduate Trust School I and II
Norwest University - Norwest Bank Corporation 1995 — 1995
Trust Sales I
Northwestern University 1994 — 1994
Diploma of Graduation, American Bankers Association National Trust School
The University of North Dakota School of Law 1985 — 1988
JD, Law
The University of North Dakota 1981 — 1985
BBA, Management
Northern State University August 2013 - Present
Wells Fargo Advisors, LLC November 2010 - August 2013
First National Bank South Dakota September 2005 - August 2010
Edward Jones December 2003 - September 2005
Dakota Wesleyan University April 2002 - December 2003
Wells Fargo April 1999 - January 2002
Norwest Bank (n/k/a Wells Fargo) October 1996 - March 1999
Norwest Bank (n/k/a Wells Fargo) May 1995 - October 1996
Kirkwood Bank & Trust February 1994 - April 1995
The Prudential Insurance Company of America March 1993 - October 1993
Skills
Banking, Financial Services, Strategic Financial..., Finance, Mortgage Lending, Credit, Portfolio Management, Loans, Wealth Management, Investments, Insurance, Asset Management, Financial Analysis, Retirement Planning, Mutual Funds, Strategic Planning, Public Speaking, Estate Planning, Management, Leadership, Relationship Management, Microsoft Office, Risk Management
Education
University of Colorado Boulder 2007 — 2009
Diploma of Graduation with Honors, Graduate School of Banking
Cannon Financial Services 1997 — 1999
Certificate of Completion, Employee Benefits School II, III and IV, Honor Graduate
Cannon Financial Services 1997 — 1997
Sales and Service for Relationship Managers
Norwest University - Norwest Bank Corporation 1997 — 1997
Investments II
Northwestern University 1995 — 1996
ABA National Graduate Trust School I and II
Norwest University - Norwest Bank Corporation 1995 — 1995
Trust Sales I
Northwestern University 1994 — 1994
Diploma of Graduation, American Bankers Association National Trust School
The University of North Dakota School of Law 1985 — 1988
JD, Law
The University of North Dakota 1981 — 1985
BBA, Management
Walker P. Sandlin, III's Edward Jones Experience January 1997 - September 1998
Job Principal and Portfolio Manager at Stonebridge Capital Management NW, LLC
Industry Financial Services
Experience
Stonebridge Capital Management NW, LLC June 2008 - Present
Pierce County Project Access August 2013 - Present
The Fox Island Chapel Preservation Society April 2012 - Present
Rotary Club of Gig Harbor July 2010 - June 2014
Pierce County Land Use Advisory Commission January 2011 - March 2014
Volunteer Math Mentor at Communities In Schools October 2005 - May 2013
Crystal Mountain Resort November 2000 - April 2013
Strategic Capital Group, November 2005 - May 2008
Charles Schwab October 1998 - October 2005
Edward Jones January 1997 - September 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, Strategic Planning, Investments, Ski Instructor, Educator, Investment Advisory, Program Management, Strategic Financial..., Mutual Funds, Finance, Asset Allocation, Strategy, Small Business, Retirement, Series 7, Marketing, Training, Real Estate, Financial Advisory, Business Development, Fundraising, Management, Time Management, Asset Management, Budgets, Leadership, Business Planning, Project Planning, Accounting, Team Building, Forecasting, Mergers & Acquisitions, Risk Management, Sales, Business Strategy, Investment Management, Financial Planning
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1977 — 1981
Bachelor of Science, Forest Products
Heritage Hall High School 1970 — 1973
Stonebridge Capital Management NW, LLC June 2008 - Present
Pierce County Project Access August 2013 - Present
The Fox Island Chapel Preservation Society April 2012 - Present
Rotary Club of Gig Harbor July 2010 - June 2014
Pierce County Land Use Advisory Commission January 2011 - March 2014
Volunteer Math Mentor at Communities In Schools October 2005 - May 2013
Crystal Mountain Resort November 2000 - April 2013
Strategic Capital Group, November 2005 - May 2008
Charles Schwab October 1998 - October 2005
Edward Jones January 1997 - September 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, Strategic Planning, Investments, Ski Instructor, Educator, Investment Advisory, Program Management, Strategic Financial..., Mutual Funds, Finance, Asset Allocation, Strategy, Small Business, Retirement, Series 7, Marketing, Training, Real Estate, Financial Advisory, Business Development, Fundraising, Management, Time Management, Asset Management, Budgets, Leadership, Business Planning, Project Planning, Accounting, Team Building, Forecasting, Mergers & Acquisitions, Risk Management, Sales, Business Strategy, Investment Management, Financial Planning
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1977 — 1981
Bachelor of Science, Forest Products
Heritage Hall High School 1970 — 1973
Dwight R. Erskine, II. Dwight R. Erskine, II.'s Edward Jones Experience September 1975 - February 1989
Job Registered Principal, Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Services Inc February 1989 - Present
Erskine Stone & James 1989 - Present
CEO Project 2012 - Present
Effingham Country Club 2005 - 2007
Edward Jones September 1975 - February 1989
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Estate Planning, Finance, Financial Advisory, Due Diligence, Investments, Venture Capital, Financial Planning, Wealth Management, Alternative Investments, Private Equity, Retirement, Asset Allocation, Financial Analysis, IRAs, Series 7, Entrepreneurship, Investment Advisory, Asset Management, Mergers & Acquisitions, Management Consulting, Risk Management, Investment Strategies, Retirement Income..., Private Placements, High Net Worth..., Asset Protection, Strategic Planning
Education
Northwestern University 1963 — 1967
BS, Political Science
Effingham HS
Raymond James Financial Services Inc February 1989 - Present
Erskine Stone & James 1989 - Present
CEO Project 2012 - Present
Effingham Country Club 2005 - 2007
Edward Jones September 1975 - February 1989
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Estate Planning, Finance, Financial Advisory, Due Diligence, Investments, Venture Capital, Financial Planning, Wealth Management, Alternative Investments, Private Equity, Retirement, Asset Allocation, Financial Analysis, IRAs, Series 7, Entrepreneurship, Investment Advisory, Asset Management, Mergers & Acquisitions, Management Consulting, Risk Management, Investment Strategies, Retirement Income..., Private Placements, High Net Worth..., Asset Protection, Strategic Planning
Education
Northwestern University 1963 — 1967
BS, Political Science
Effingham HS
Briant Sikorski Briant Sikorski's Edward Jones Experience August 2002 - April 2008
Job Financial Advisor, AAMS, CRPS, MBA at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2012 - Present
Merrill Lynch April 2008 - December 2012
Edward Jones August 2002 - April 2008
CEO Partnerships, LLC January 2001 - July 2002
Analysts International July 2000 - May 2002
Keane January 1989 - December 1999
Contel January 1988 - December 1988
Digital Equipment Corporation January 1987 - December 1987
Electronic Data Systems January 1985 - December 1986
General Motors October 1982 - December 1984
Skills
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care, Mutual Funds, Wealth Accumulation, Investments, SEP, Pensions, Insurance Planning, Savings, Annuity, Wealth Management, Profit Sharing, 401k Rollovers, Financial Planning, Defined Benefit, Wealth, 529 Plans, Wealth Transfer, IRAs, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Oakland University 1981 — 1987
MBA, Business
University of Michigan 1973 — 1977
B.S., Biochemistry
Stratos Wealth Partners December 2012 - Present
Merrill Lynch April 2008 - December 2012
Edward Jones August 2002 - April 2008
CEO Partnerships, LLC January 2001 - July 2002
Analysts International July 2000 - May 2002
Keane January 1989 - December 1999
Contel January 1988 - December 1988
Digital Equipment Corporation January 1987 - December 1987
Electronic Data Systems January 1985 - December 1986
General Motors October 1982 - December 1984
Skills
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care, Mutual Funds, Wealth Accumulation, Investments, SEP, Pensions, Insurance Planning, Savings, Annuity, Wealth Management, Profit Sharing, 401k Rollovers, Financial Planning, Defined Benefit, Wealth, 529 Plans, Wealth Transfer, IRAs, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Oakland University 1981 — 1987
MBA, Business
University of Michigan 1973 — 1977
B.S., Biochemistry
Abby Schneider Abby Schneider's Edward Jones Experience June 2009 - August 2009
Job Field Attorney at National Labor Relations Board
Industry Law Practice
Experience
National Labor Relations Board September 2010 - Present
Edward Jones June 2009 - August 2009
Bobroff, Hesse, Lindmark & Martone, P.C. May 2009 - August 2009
Hesse Martone, P.C. May 2008 - August 2008
Missouri Public Defender: Capital Division May 2007 - August 2007
Missouri Public Defender: Trial Division December 2006 - January 2007
Commitment to Peace and Social Justice May 2006 - August 2006
Georgetown University August 2005 - May 2006
San Francisco Public Defender June 2005 - August 2005
Ladue News May 2004 - August 2004
Skills
Legal Research, Research, Courts, Mediation, Trials, Public Speaking, Criminal Law, Hearings, Depositions
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA
Washington University in St. Louis School of Law 2006 — 2010
JD
Northwestern University 2002 — 2005
BS, Social Policy
National Labor Relations Board September 2010 - Present
Edward Jones June 2009 - August 2009
Bobroff, Hesse, Lindmark & Martone, P.C. May 2009 - August 2009
Hesse Martone, P.C. May 2008 - August 2008
Missouri Public Defender: Capital Division May 2007 - August 2007
Missouri Public Defender: Trial Division December 2006 - January 2007
Commitment to Peace and Social Justice May 2006 - August 2006
Georgetown University August 2005 - May 2006
San Francisco Public Defender June 2005 - August 2005
Ladue News May 2004 - August 2004
Skills
Legal Research, Research, Courts, Mediation, Trials, Public Speaking, Criminal Law, Hearings, Depositions
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA
Washington University in St. Louis School of Law 2006 — 2010
JD
Northwestern University 2002 — 2005
BS, Social Policy
Chuck Weigel Chuck Weigel's Edward Jones Experience May 2012 - May 2013
Job Marketing and Sales Representative at Diocesan Publications
Industry Marketing and Advertising
Experience
Diocesan Publications May 2014 - Present
Edward Jones May 2012 - May 2013
Messner Publications January 2010 - July 2012
The Avenue 1410 and 1660 am August 2009 - December 2009
Messner Publications October 2007 - August 2009
Starboard Media Group/Sovereign City May 2004 - August 2007
Beasley Broadcast Group 2001 - 2003
j.s. paluch 1994 - 2000
WOLZ Heritage West Broadcasting 1991 - 1992
WJDM 1984 - 1987
Skills
Advertising, New Business Development, Promotions, Creative Development, Public Speaking, Writing, Marketing Communications, Radio, Negotiation, Newsletters, Selling, Sales, Meticulous, Integrity, Follow-through Skills, Strategic Planning, Sales Management, Creative Direction, Broadcast, Social Networking, Social Media Marketing, Publishing, Entrepreneurship, Marketing, Small Business, Online Marketing, Finance, Marketing Strategy
Education
Northwestern University 1971 — 1975
B.S., Radio, TV, Film
MRHS
Diocesan Publications May 2014 - Present
Edward Jones May 2012 - May 2013
Messner Publications January 2010 - July 2012
The Avenue 1410 and 1660 am August 2009 - December 2009
Messner Publications October 2007 - August 2009
Starboard Media Group/Sovereign City May 2004 - August 2007
Beasley Broadcast Group 2001 - 2003
j.s. paluch 1994 - 2000
WOLZ Heritage West Broadcasting 1991 - 1992
WJDM 1984 - 1987
Skills
Advertising, New Business Development, Promotions, Creative Development, Public Speaking, Writing, Marketing Communications, Radio, Negotiation, Newsletters, Selling, Sales, Meticulous, Integrity, Follow-through Skills, Strategic Planning, Sales Management, Creative Direction, Broadcast, Social Networking, Social Media Marketing, Publishing, Entrepreneurship, Marketing, Small Business, Online Marketing, Finance, Marketing Strategy
Education
Northwestern University 1971 — 1975
B.S., Radio, TV, Film
MRHS
Angela Reed Angela Reed's Edward Jones Experience March 2004 - July 2008
Job Marketing and Sales at Attic and Filter Services
Industry Consumer Goods
Experience
Attic and Filter Services July 2010 - Present
Amerprise Financial August 2008 - July 2010
St Francis of Assisi Catholic Church January 2006 - July 2009
Edward Jones March 2004 - July 2008
Travelers Insurance July 1990 - March 2004
Skills
Small Business, Customer Service, Insurance, Public Speaking, Strategic Financial..., Strategic Planning, Sales, Marketing, Team Building, Investments, Budgets, Retirement Planning, Event Planning, Marketing Strategy, Public Relations, Life Insurance, Social Media, Entrepreneurship, Time Management, Advertising, Account Management, Recruiting, Marketing Communications, Sales Management, Business Planning, Leadership, CRM, Contract Negotiation, Training, Business Development, Direct Sales, Retail, Social Networking, Strategy, Customer Satisfaction, Employee Benefits, Leadership Development, Coaching, Financial Analysis, Social Media Marketing, Online Advertising, Business Strategy, Negotiation, Team Leadership, Real Estate, Event Management, New Business Development, Wealth Management, Finance, Selling
Education
Oklahoma State University 1982 — 1986
BS, Public Relations
Attic and Filter Services July 2010 - Present
Amerprise Financial August 2008 - July 2010
St Francis of Assisi Catholic Church January 2006 - July 2009
Edward Jones March 2004 - July 2008
Travelers Insurance July 1990 - March 2004
Skills
Small Business, Customer Service, Insurance, Public Speaking, Strategic Financial..., Strategic Planning, Sales, Marketing, Team Building, Investments, Budgets, Retirement Planning, Event Planning, Marketing Strategy, Public Relations, Life Insurance, Social Media, Entrepreneurship, Time Management, Advertising, Account Management, Recruiting, Marketing Communications, Sales Management, Business Planning, Leadership, CRM, Contract Negotiation, Training, Business Development, Direct Sales, Retail, Social Networking, Strategy, Customer Satisfaction, Employee Benefits, Leadership Development, Coaching, Financial Analysis, Social Media Marketing, Online Advertising, Business Strategy, Negotiation, Team Leadership, Real Estate, Event Management, New Business Development, Wealth Management, Finance, Selling
Education
Oklahoma State University 1982 — 1986
BS, Public Relations
Ameya Patankar Ameya Patankar's Edward Jones Experience June 2011 - August 2011
Job
Industry Legal Services
Experience
Northern Trust Corporation November 2013 - Present
Northwestern University School of Law May 2013 - August 2013
Saint Louis University August 2011 - May 2012
Edward Jones June 2011 - August 2011
Cook County States Attorney May 2010 - August 2010
Inforte, a Business & Decision Company June 2007 - June 2009
The Office of Minority Student Affairs September 2004 - May 2007
ABC News Channel 15, Champaign, IL September 2006 - December 2006
United States Dept. of Defense, Contracts Management Agency May 2006 - August 2006
Skills
Research, Data Analysis, Legal Research, Legal Writing, Westlaw, Business Analysis, Microsoft Office, Mergers & Acquisitions, Microsoft Excel, Strategic Planning, Public Speaking, Management Consulting, Program Management, Business Intelligence, Management, Social Media, Analysis
Education
Northwestern University School of Law 2012 — 2013
Master of Laws (LLM), Tax Law/Taxation
Saint Louis University School of Law 2009 — 2012
J.D., Law
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Consumer Economics and Finance
The Second City, Training Center
Improvisation, Acting
Northern Trust Corporation November 2013 - Present
Northwestern University School of Law May 2013 - August 2013
Saint Louis University August 2011 - May 2012
Edward Jones June 2011 - August 2011
Cook County States Attorney May 2010 - August 2010
Inforte, a Business & Decision Company June 2007 - June 2009
The Office of Minority Student Affairs September 2004 - May 2007
ABC News Channel 15, Champaign, IL September 2006 - December 2006
United States Dept. of Defense, Contracts Management Agency May 2006 - August 2006
Skills
Research, Data Analysis, Legal Research, Legal Writing, Westlaw, Business Analysis, Microsoft Office, Mergers & Acquisitions, Microsoft Excel, Strategic Planning, Public Speaking, Management Consulting, Program Management, Business Intelligence, Management, Social Media, Analysis
Education
Northwestern University School of Law 2012 — 2013
Master of Laws (LLM), Tax Law/Taxation
Saint Louis University School of Law 2009 — 2012
J.D., Law
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Consumer Economics and Finance
The Second City, Training Center
Improvisation, Acting
Fawn Zimmerman Fawn Zimmerman's Edward Jones Experience November 2001 - December 2002
Job Client Services Coordinator at RE/MAX Achievers
Industry Real Estate
Experience
RE/MAX Achievers October 2014 - Present
Self-Employed December 2008 - October 2014
Ohio University September 2007 - December 2008
No End Productions December 2005 - August 2007
RE/MAX Affiliates Central Ohio January 2003 - November 2005
Edward Jones November 2001 - December 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Public Speaking, Photoshop, English, Editing, Strategic Planning, Teaching, Budgets, Windows, Social Media
Education
Ohio University 2007 — 2008
Film/Cinema/Video Studies
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Communication, General
RE/MAX Achievers October 2014 - Present
Self-Employed December 2008 - October 2014
Ohio University September 2007 - December 2008
No End Productions December 2005 - August 2007
RE/MAX Affiliates Central Ohio January 2003 - November 2005
Edward Jones November 2001 - December 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Public Speaking, Photoshop, English, Editing, Strategic Planning, Teaching, Budgets, Windows, Social Media
Education
Ohio University 2007 — 2008
Film/Cinema/Video Studies
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Communication, General
John Schifano John Schifano's Edward Jones Experience March 2001 - September 2005
Job Armed Security with secret clearance at Boeing Company
Industry Real Estate
Experience
Boeing Company August 2014 - Present
Comprehensive Drug Testing September 2006 - Present
Clock Tower Plaza July 1996 - Present
Ameristar Casino November 2011 - July 2014
The Mortgage Store July 2005 - October 2007
Edward Jones March 2001 - September 2005
Missouri State Attorney's Office February 2001 - December 2001
Boulder Police Department June 1978 - April 2000
Skills
Investigation, Security, Retail Network..., Property Management, Financial Analysis, Mortgage Lending, Surveillance, Protection, Police, Leadership, Criminal Investigations, Customer Service
Education
University of Missouri-Saint Louis 1976 — 1978
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Northwestern University 1974 — 1976
Troy High School 1970 — 1974
Boeing Company August 2014 - Present
Comprehensive Drug Testing September 2006 - Present
Clock Tower Plaza July 1996 - Present
Ameristar Casino November 2011 - July 2014
The Mortgage Store July 2005 - October 2007
Edward Jones March 2001 - September 2005
Missouri State Attorney's Office February 2001 - December 2001
Boulder Police Department June 1978 - April 2000
Skills
Investigation, Security, Retail Network..., Property Management, Financial Analysis, Mortgage Lending, Surveillance, Protection, Police, Leadership, Criminal Investigations, Customer Service
Education
University of Missouri-Saint Louis 1976 — 1978
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Northwestern University 1974 — 1976
Troy High School 1970 — 1974
Darlene Van Beek, CFP®, QPA,RFC Darlene Van Beek, CFP®, QPA,RFC's Edward Jones Experience 2013 - 2014
Job Financial Consultant/Retirement Planning Advisor
Industry Financial Services
Experience
Advisor 2015 - Present
AXA Advisors 2014 - 2015
Edward Jones 2013 - 2014
Financial Planning Association of Georgia 2007 - 2013
SunTrust Bank 1990 - 2013
Howard Simon & Associates 1985 - 1989
New England Life 1982 - 1985
Education
Northwestern University
B.A., Economics/Political Science
Advisor 2015 - Present
AXA Advisors 2014 - 2015
Edward Jones 2013 - 2014
Financial Planning Association of Georgia 2007 - 2013
SunTrust Bank 1990 - 2013
Howard Simon & Associates 1985 - 1989
New England Life 1982 - 1985
Education
Northwestern University
B.A., Economics/Political Science
Bonnie Vander Vegte Bonnie Vander Vegte's Edward Jones Experience September 1987 - September 1989
Job President at A+ Tutoring Service, Ltd. | Professional Development Trainer | Educator | Speaker | Mentor | Entrepreneur
Industry Education Management
Experience
A+ Tutoring Service, Ltd. December 1992 - Present
Various high schools in Iowa and Minnesota August 1969 - June 1994
Edward Jones September 1987 - September 1989
Skills
Education, Speaker, Mentoring, Entrepreneur, Experienced Trainer, Academic Tutoring, Interviewing Skills, Test Preparation
Education
Northwestern College
Bachelor of Arts (B.A.), French Language and Literature
University of Iowa
A+ Tutoring Service, Ltd. December 1992 - Present
Various high schools in Iowa and Minnesota August 1969 - June 1994
Edward Jones September 1987 - September 1989
Skills
Education, Speaker, Mentoring, Entrepreneur, Experienced Trainer, Academic Tutoring, Interviewing Skills, Test Preparation
Education
Northwestern College
Bachelor of Arts (B.A.), French Language and Literature
University of Iowa
Ray Belford Ray Belford's Edward Jones Experience 1993 - 1995
Job Pastor at First Christian Church of Shawnee, OKlahoma
Industry Nonprofit Organization Management
Experience
First Christian Church of Shawnee, OKlahoma February 2010 - Present
AL-KO Kober Corporation 1995 - 2008
Edward Jones 1993 - 1995
Oklahoma City University 1986 - 1993
Wolverine Tube 1985 - 1986
Hayes Axle, Inc. 1984 - 1985
Wolverine Tube 1978 - 1984
Skills
Certified Public..., CPA, Strategic Planning, Fundraising, Leadership, Public Speaking, Accounting, Forecasting, Leadership Development, Budgets, Missions, Tax Preparation, Finance, Theology, Pastoral Care, Biblical Studies, Church Events, Manufacturing, Community Outreach, Volunteer Management, Preaching, Microsoft Office, Board Development, Financial Accounting, Team Building, QuickBooks, Community Development, Nonprofits, Analysis, Discipleship, Managerial Finance, Small Business, Religion, Financial Reporting, Training, Religious Studies, Accounting System, Youth Ministry, Research, Event Planning, Management, Teaching, Public Relations, Customer Service, Coaching, Marketing, Program Development, Staff Development
Education
Oklahoma City University 1980 — 1981
Masters of Business Administartion
Oklahoma Baptist University 1965 — 1978
BA, Accounting
First Christian Church of Shawnee, OKlahoma February 2010 - Present
AL-KO Kober Corporation 1995 - 2008
Edward Jones 1993 - 1995
Oklahoma City University 1986 - 1993
Wolverine Tube 1985 - 1986
Hayes Axle, Inc. 1984 - 1985
Wolverine Tube 1978 - 1984
Skills
Certified Public..., CPA, Strategic Planning, Fundraising, Leadership, Public Speaking, Accounting, Forecasting, Leadership Development, Budgets, Missions, Tax Preparation, Finance, Theology, Pastoral Care, Biblical Studies, Church Events, Manufacturing, Community Outreach, Volunteer Management, Preaching, Microsoft Office, Board Development, Financial Accounting, Team Building, QuickBooks, Community Development, Nonprofits, Analysis, Discipleship, Managerial Finance, Small Business, Religion, Financial Reporting, Training, Religious Studies, Accounting System, Youth Ministry, Research, Event Planning, Management, Teaching, Public Relations, Customer Service, Coaching, Marketing, Program Development, Staff Development
Education
Oklahoma City University 1980 — 1981
Masters of Business Administartion
Oklahoma Baptist University 1965 — 1978
BA, Accounting
Scott O'Mara Scott O'Mara's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Farm Bureau Insurance February 2009 - June 2014
P & D Oil 2006 - 2009
Edward Jones 2003 - 2006
Education
Northwood University 1998 — 2001
BBA, Management
Edward Jones July 2014 - Present
Farm Bureau Insurance February 2009 - June 2014
P & D Oil 2006 - 2009
Edward Jones 2003 - 2006
Education
Northwood University 1998 — 2001
BBA, Management
Becky Foreman's Edward Jones Experience November 2006 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones November 2006 - Present
Girl Scouts - several Councils November 1979 - August 2006
Education
Ohio University
Bachelors, Business, Education, English
Teays Valley
Edward Jones November 2006 - Present
Girl Scouts - several Councils November 1979 - August 2006
Education
Ohio University
Bachelors, Business, Education, English
Teays Valley
Sherry Cashin Sherry Cashin's Edward Jones Experience 1999 - 2003
Job Pharmacy Services at Lee Silsby Compounding Pharmacy
Industry Health, Wellness and Fitness
Experience
Lee Silsby Compounding Pharmacy July 2005 - Present
Edward Jones 1999 - 2003
NewSong Church on the Heights 1995 - 1998
Charter One Bank 1990 - 1995
Skills
Public Speaking, Strategic Planning, Non-profits, Microsoft Office
Education
Carnegie Mellon University
Computer Science
Notre Dame College
Lee Silsby Compounding Pharmacy July 2005 - Present
Edward Jones 1999 - 2003
NewSong Church on the Heights 1995 - 1998
Charter One Bank 1990 - 1995
Skills
Public Speaking, Strategic Planning, Non-profits, Microsoft Office
Education
Carnegie Mellon University
Computer Science
Notre Dame College
Darcy Porterfield Darcy Porterfield's Edward Jones Experience 2001 - 2002
Job Legal administrative assistant
Industry Legal Services
Experience
Banker and White 2013 - Present
Randall L. Gallagher Memorials, Inc. May 2013 - October 2013
Law Office of Attorney Jack J. Kigerl 2002 - March 2013
Edward Jones 2001 - 2002
Skills
Close Attention to..., organizing and..., Information Management, Work Well Independently, Numerical Ability, Computer Proficiency, QuickBooks, Telephone Skills, Filing, 10 Key, Highly detail oriented, Databases, Data Entry
Education
Ohio University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
St.Clairsville High School 1973 — 1977
College Prep Diploma
Banker and White 2013 - Present
Randall L. Gallagher Memorials, Inc. May 2013 - October 2013
Law Office of Attorney Jack J. Kigerl 2002 - March 2013
Edward Jones 2001 - 2002
Skills
Close Attention to..., organizing and..., Information Management, Work Well Independently, Numerical Ability, Computer Proficiency, QuickBooks, Telephone Skills, Filing, 10 Key, Highly detail oriented, Databases, Data Entry
Education
Ohio University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
St.Clairsville High School 1973 — 1977
College Prep Diploma
Judith Bryna Bramson Judith Bryna Bramson's Edward Jones Experience July 2013 - Present
Job Experienced and Versatile Marketing Professional. Financial Services and Healthcare
Industry Financial Services
Experience
Edward Jones July 2013 - Present
J. Bryna Bramson February 2012 - Present
MassMutual Financial Group 2002 - 2012
Broadridge (formerly NewRiver) 1998 - 2001
Aetna Retirement Services 1992 - 1998
Putnam Investments 1990 - 1992
Skills
Mutual Funds, Employee Benefits, Retirement, Insurance, Investments, Fixed Annuities, Financial Services, Marketing Communications, Social Media Marketing, E-Marketing, Strategic Leadership, Resource Management, Disability Insurance, Long Term Care Insurance, Thought Leadership, Business Innovation, Turnaround Strategy, Start-up Leadership, Strategic Consulting, Sales & Marketing..., Building high..., Direct Mail, Corporate Communications, Strategy, Web Marketing, Marketing Strategy, Budgets, Business Development, Leadership, Newsletters, Cross-functional Team..., B2B, Management, Integrated Marketing, Online Marketing
Education
Kellogg Graduate School of Management 2008 — 2010
Sales & Marketing, Executive Scholarship Program
Penn State University
BA Liberal Arts, Journalism
Edward Jones July 2013 - Present
J. Bryna Bramson February 2012 - Present
MassMutual Financial Group 2002 - 2012
Broadridge (formerly NewRiver) 1998 - 2001
Aetna Retirement Services 1992 - 1998
Putnam Investments 1990 - 1992
Skills
Mutual Funds, Employee Benefits, Retirement, Insurance, Investments, Fixed Annuities, Financial Services, Marketing Communications, Social Media Marketing, E-Marketing, Strategic Leadership, Resource Management, Disability Insurance, Long Term Care Insurance, Thought Leadership, Business Innovation, Turnaround Strategy, Start-up Leadership, Strategic Consulting, Sales & Marketing..., Building high..., Direct Mail, Corporate Communications, Strategy, Web Marketing, Marketing Strategy, Budgets, Business Development, Leadership, Newsletters, Cross-functional Team..., B2B, Management, Integrated Marketing, Online Marketing
Education
Kellogg Graduate School of Management 2008 — 2010
Sales & Marketing, Executive Scholarship Program
Penn State University
BA Liberal Arts, Journalism
Lauren Kolesar's Edward Jones Experience September 2008 - November 2008
Job Contract Specialist at Department of Veterans Affairs
Industry Marketing and Advertising
Experience
Department of Veterans Affairs April 2010 - Present
Sherwin Williams July 2009 - April 2010
Edward Jones September 2008 - November 2008
Liberty Mutual June 2008 - September 2008
Education
Ohio University 2005 — 2009
Bachelor in Business Communication and Progessional Sales, Business Communication and Professional Sales, Real Estate
Department of Veterans Affairs April 2010 - Present
Sherwin Williams July 2009 - April 2010
Edward Jones September 2008 - November 2008
Liberty Mutual June 2008 - September 2008
Education
Ohio University 2005 — 2009
Bachelor in Business Communication and Progessional Sales, Business Communication and Professional Sales, Real Estate
Dean Surface, AAMS Dean Surface, AAMS's Edward Jones Experience 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2002 - Present
Skills
Investments, Retirement, Strategic Financial..., Financial Advisory, Financial Analysis, Term Life Insurance
Education
Oklahoma City University 1998 — 2000
MBA, Finance
Oral Roberts University 1989 — 1994
BS, Business Management
Edward Jones 2002 - Present
Skills
Investments, Retirement, Strategic Financial..., Financial Advisory, Financial Analysis, Term Life Insurance
Education
Oklahoma City University 1998 — 2000
MBA, Finance
Oral Roberts University 1989 — 1994
BS, Business Management
John Weis John Weis's Edward Jones Experience October 2007 - January 2009
Job Pr. Subcontracts Manager at Rockwell Collins
Industry Management Consulting
Experience
Rockwell Collins July 2014 - Present
University of Iowa January 2010 - July 2014
Edward Jones October 2007 - January 2009
University of Iowa August 2000 - October 2007
United States Army Reserve August 1983 - November 2003
NewMonics September 1998 - March 2000
Iowa State University February 1993 - September 1998
AT&T June 1986 - January 1993
Skills
Licensing, Patents, Intellectual Property, Commercialization, Technology Transfer, Entrepreneurship, Product Development, Venture Capital, Start-ups, R&D, Program Management, Lifesciences, Strategic Partnerships
Education
Northwestern University 1989 — 1992
Masters, Engineering
University of Iowa 1981 — 1985
BS, Engineering
Rockwell Collins July 2014 - Present
University of Iowa January 2010 - July 2014
Edward Jones October 2007 - January 2009
University of Iowa August 2000 - October 2007
United States Army Reserve August 1983 - November 2003
NewMonics September 1998 - March 2000
Iowa State University February 1993 - September 1998
AT&T June 1986 - January 1993
Skills
Licensing, Patents, Intellectual Property, Commercialization, Technology Transfer, Entrepreneurship, Product Development, Venture Capital, Start-ups, R&D, Program Management, Lifesciences, Strategic Partnerships
Education
Northwestern University 1989 — 1992
Masters, Engineering
University of Iowa 1981 — 1985
BS, Engineering
Chris Ritter's Edward Jones Experience December 1995 - November 1998
Job Chief Strategist and President, Outcome Advisors, Inc.
Industry Management Consulting
Experience
Sustainable Business Network of Washington 2008 - Present
Outcome Advisors October 2006 - Present
Booz Allen Hamilton August 2005 - October 2006
Touchstone Consulting July 2002 - July 2005
Tallan, Inc. (formerly Clara Vista, formerly CMGI Solutions) December 1999 - July 2002
PriceWaterhouseCoopers 1998 - 2000
Edward Jones December 1995 - November 1998
Teach for America 1992 - 1995
Skills
Executive Coaching, Organizational..., Performance Management, Leadership, Workshop Facilitation, Management Consulting, Governance, Strategy, Organizational Design, Program Management, Change Management, Business Strategy, Strategic Consulting, Leadership Development, Start-ups, Strategic Planning, Consulting, Entrepreneurship, Business Development, Business Process..., Business Process, Executive Management, Process Improvement, Cross-functional Team..., Business Process..., IT Strategy, Project Management, Nonprofits, Management, Business Analysis, Business Transformation, Business Intelligence, Training, Enterprise Software, Strategic Partnerships, Analysis, Government, Analytics
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Strategy and Organizational Change
Northwestern University 1988 — 1992
BA, History, Political Science, African Studies
Sustainable Business Network of Washington 2008 - Present
Outcome Advisors October 2006 - Present
Booz Allen Hamilton August 2005 - October 2006
Touchstone Consulting July 2002 - July 2005
Tallan, Inc. (formerly Clara Vista, formerly CMGI Solutions) December 1999 - July 2002
PriceWaterhouseCoopers 1998 - 2000
Edward Jones December 1995 - November 1998
Teach for America 1992 - 1995
Skills
Executive Coaching, Organizational..., Performance Management, Leadership, Workshop Facilitation, Management Consulting, Governance, Strategy, Organizational Design, Program Management, Change Management, Business Strategy, Strategic Consulting, Leadership Development, Start-ups, Strategic Planning, Consulting, Entrepreneurship, Business Development, Business Process..., Business Process, Executive Management, Process Improvement, Cross-functional Team..., Business Process..., IT Strategy, Project Management, Nonprofits, Management, Business Analysis, Business Transformation, Business Intelligence, Training, Enterprise Software, Strategic Partnerships, Analysis, Government, Analytics
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Strategy and Organizational Change
Northwestern University 1988 — 1992
BA, History, Political Science, African Studies
Ryan J. Kerr, CFP® Ryan J. Kerr, CFP®'s Edward Jones Experience September 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Suzanne Elacion Suzanne Elacion's Edward Jones Experience March 2008 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Education
Ohio Business College-Sandusky 1994 — 1996
Associate's degree, Administrative Assistant and Secretarial Science, General
Edward Jones March 2008 - Present
Education
Ohio Business College-Sandusky 1994 — 1996
Associate's degree, Administrative Assistant and Secretarial Science, General
Todd Simmons's Edward Jones Experience November 2000 - December 2013
Job President of Simmons Wealth Management
Industry Financial Services
Experience
Simmons Wealth Management July 2015 - Present
Raymond James January 2014 - July 2015
Kiwanis Club of Mansfield 2001 - 2015
edward jones November 2000 - December 2013
City of Shreveport 1993 - 2000
KPMG 1991 - 1993
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Wealth, 401k, Strategic Financial..., Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Securities
Education
Centenary College of Louisiana 1995 — 1997
Master of Business Administration (MBA), MBA
Northwestern State University 1988 — 1990
Bachelor of Science (BSc), Accounting with a Minor in Computer Science
Louisiana Tech University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Many High School 1980 — 1984
Simmons Wealth Management July 2015 - Present
Raymond James January 2014 - July 2015
Kiwanis Club of Mansfield 2001 - 2015
edward jones November 2000 - December 2013
City of Shreveport 1993 - 2000
KPMG 1991 - 1993
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Wealth, 401k, Strategic Financial..., Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Securities
Education
Centenary College of Louisiana 1995 — 1997
Master of Business Administration (MBA), MBA
Northwestern State University 1988 — 1990
Bachelor of Science (BSc), Accounting with a Minor in Computer Science
Louisiana Tech University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Many High School 1980 — 1984
Tra Talley Tra Talley's Edward Jones Experience January 2009 - April 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2014 - Present
JPMorgan Securities LLC January 2011 - Present
Edward Jones January 2009 - April 2012
First American Title January 2007 - January 2008
Education
Northwood University - Richard DeVos Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance, Business Leadership
Northwood University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
JPMorgan Chase Bank, N.A. July 2014 - Present
JPMorgan Securities LLC January 2011 - Present
Edward Jones January 2009 - April 2012
First American Title January 2007 - January 2008
Education
Northwood University - Richard DeVos Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance, Business Leadership
Northwood University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Nathan Hoog's Edward Jones Experience October 2014 - March 2015
Job Nathan Hoog Farmers Insurance Agency
Industry Insurance
Experience
Farmers Insurance May 2015 - Present
Edward Jones October 2014 - March 2015
Philips Healthcare July 2004 - August 2013
Skills
Medical Devices, Capital Equipment, Market Development, Vascular, Operating Room, Product Launch, Surgical Instruments, Medical Imaging, Cardiology, PACS, Interventional Radiology, Digital Imaging, Radiology, Urology, DICOM, Non-invasive Cardiology, Cardiovascular Imaging, Echocardiography, Transesophageal..., CTT+, Peripheral Vascular, Vascular Bypass Grafts, Endovascular Stent..., TAVR/TAVI, Neurology, Ultrasound, Surgeons, Cath Lab, Medicine, Hospitals, Direct Sales, Orthopedic, Surgery, Pharmaceutical Sales, Healthcare, Selling, Medical Sales, Disposables, Hardware Diagnostics, Capital Equipment Sales, CompTIA, MRI, Healthcare Industry, Neurosurgery, Sales Operations, Sales Force Development, Interventional..., Healthcare Information..., X-ray, Cross-functional Team...
Education
Oklahoma Christian University 1983 — 1988
BS - Business/Marketing, Business, Management, Marketing, and Related Support Services
University of Oklahoma 1982 — 1983
Bachelor of Science in Business & Marketing, undergraduate courses
Farmers Insurance May 2015 - Present
Edward Jones October 2014 - March 2015
Philips Healthcare July 2004 - August 2013
Skills
Medical Devices, Capital Equipment, Market Development, Vascular, Operating Room, Product Launch, Surgical Instruments, Medical Imaging, Cardiology, PACS, Interventional Radiology, Digital Imaging, Radiology, Urology, DICOM, Non-invasive Cardiology, Cardiovascular Imaging, Echocardiography, Transesophageal..., CTT+, Peripheral Vascular, Vascular Bypass Grafts, Endovascular Stent..., TAVR/TAVI, Neurology, Ultrasound, Surgeons, Cath Lab, Medicine, Hospitals, Direct Sales, Orthopedic, Surgery, Pharmaceutical Sales, Healthcare, Selling, Medical Sales, Disposables, Hardware Diagnostics, Capital Equipment Sales, CompTIA, MRI, Healthcare Industry, Neurosurgery, Sales Operations, Sales Force Development, Interventional..., Healthcare Information..., X-ray, Cross-functional Team...
Education
Oklahoma Christian University 1983 — 1988
BS - Business/Marketing, Business, Management, Marketing, and Related Support Services
University of Oklahoma 1982 — 1983
Bachelor of Science in Business & Marketing, undergraduate courses
Roy Mason's Edward Jones Experience February 2002 - February 2011
Job Partner at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
The Horace Mann Companies January 2014 - June 2015
The Horace Mann Companies January 2012 - December 2013
Horace Mann February 2011 - January 2012
Edward Jones February 2002 - February 2011
A.G. Edwards June 1998 - February 2002
Education
Oklahoma Christian University 1990 — 1992
Mass Communications
York College 1988 — 1990
Associates, Liberal Arts
Thrivent Financial June 2015 - Present
The Horace Mann Companies January 2014 - June 2015
The Horace Mann Companies January 2012 - December 2013
Horace Mann February 2011 - January 2012
Edward Jones February 2002 - February 2011
A.G. Edwards June 1998 - February 2002
Education
Oklahoma Christian University 1990 — 1992
Mass Communications
York College 1988 — 1990
Associates, Liberal Arts
Brian Addis's Edward Jones Experience August 2010 - Present
Job Financial Advisor serving families, business owners and executives ✔ Retirement Income Planning ✔ Asset Preservation
Industry Financial Services
Experience
Edward Jones August 2010 - Present
The Reynolds and Reynolds Company October 2001 - August 2010
Lawson Products January 1998 - October 2001
Skills
Financial Planning, Financial Markets, Financial Analysis, Financial Reporting, Financial Modeling, Research, Customer Service, Sales Process, Business Development, Public Speaking, B2B, Customer Retention, Management, Sales Operations, CRM, Direct Sales, Teaching
Education
The University of Akron 1992 — 1993
Finance and Financial Management Services
Ohio University 1989 — 1992
Finance and Financial Management Services
Norton
Norton
Edward Jones August 2010 - Present
The Reynolds and Reynolds Company October 2001 - August 2010
Lawson Products January 1998 - October 2001
Skills
Financial Planning, Financial Markets, Financial Analysis, Financial Reporting, Financial Modeling, Research, Customer Service, Sales Process, Business Development, Public Speaking, B2B, Customer Retention, Management, Sales Operations, CRM, Direct Sales, Teaching
Education
The University of Akron 1992 — 1993
Finance and Financial Management Services
Ohio University 1989 — 1992
Finance and Financial Management Services
Norton
Norton
Patrick Donnelly, CFP® Patrick Donnelly, CFP®'s Edward Jones Experience September 2011 - May 2012
Job Investment Representative Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities August 2012 - Present
Edward Jones September 2011 - May 2012
Northwestern Mutual April 2010 - June 2011
Ohio University - University College September 2009 - November 2010
Skills
Series 7, Investments, Uniform Combined State..., Insurance, Retirement Planning, FINRA, Customer Service, Sales, Life Insurance, Disability Insurance
Education
Ohio University 2007 — 2011
Bachelor of Business Administration, Majors: Finance and Marketing - Certificate Program: Financial Planning
Fifth Third Securities August 2012 - Present
Edward Jones September 2011 - May 2012
Northwestern Mutual April 2010 - June 2011
Ohio University - University College September 2009 - November 2010
Skills
Series 7, Investments, Uniform Combined State..., Insurance, Retirement Planning, FINRA, Customer Service, Sales, Life Insurance, Disability Insurance
Education
Ohio University 2007 — 2011
Bachelor of Business Administration, Majors: Finance and Marketing - Certificate Program: Financial Planning
Austin Jenkins's Edward Jones Experience June 2015 - August 2015
Job Finance Student at Ohio University
Industry Higher Education
Experience
Ohio University August 2014 - Present
Ohio University January 2013 - Present
Edward Jones June 2015 - August 2015
Ohio Precious Metals, LLC May 2013 - August 2014
The Filling Station May 2012 - January 2013
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, University GPA 3.9/4.0, Major GPA 4.0/4.0
Jackson High School 2008 — 2012
Honors High School Diploma
Ohio University August 2014 - Present
Ohio University January 2013 - Present
Edward Jones June 2015 - August 2015
Ohio Precious Metals, LLC May 2013 - August 2014
The Filling Station May 2012 - January 2013
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, University GPA 3.9/4.0, Major GPA 4.0/4.0
Jackson High School 2008 — 2012
Honors High School Diploma
Jessica Cash's Edward Jones Experience June 2004 - December 2005
Job Business Advisory Consultant at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting July 2015 - Present
NTT DATA Americas April 2013 - July 2015
State of Texas Health and Human Services: Office of Social Services July 2012 - February 2013
State of Texas Health and Human Services: Department of Family Protective Services March 2010 - July 2012
ASTD Austin February 2010 - July 2011
Freescale Semiconductor/Synergy Services June 2007 - April 2009
Kaplan Professional February 2006 - February 2007
Edward Jones June 2004 - December 2005
College America November 2003 - May 2004
Le Cordon Bleu College of Culinary Arts, Austin, TX November 2001 - October 2003
Skills
Coaching, Staff Development, Training Delivery, Team Management, Employee Relations, Leadership Development, Recruiting, Training, Organizational..., Change Management, Process Improvement, Team Building, Leadership, Strategic Planning, Program Management, Public Speaking, Team Leadership, Project Management, Performance Management, Customer Service, E-Learning, Time Management, Government, Instructional Design, Instructor-led Training, Employee Training, Management, Cross-functional Team..., Human Resources, Project Planning, Employee Engagement, Start-ups, Business Process, Personnel Management, Onboarding, Strategy, Executive Coaching, Business Strategy, Consulting, Workshop Facilitation, Management Consulting
Education
Northwestern University 2012 — 2015
Master of Science (MS), Learning and Organizational Change
St. Edward's University 2000 — 2003
BBA, Management
The University of Texas at Austin 1995 — 1998
Slalom Consulting July 2015 - Present
NTT DATA Americas April 2013 - July 2015
State of Texas Health and Human Services: Office of Social Services July 2012 - February 2013
State of Texas Health and Human Services: Department of Family Protective Services March 2010 - July 2012
ASTD Austin February 2010 - July 2011
Freescale Semiconductor/Synergy Services June 2007 - April 2009
Kaplan Professional February 2006 - February 2007
Edward Jones June 2004 - December 2005
College America November 2003 - May 2004
Le Cordon Bleu College of Culinary Arts, Austin, TX November 2001 - October 2003
Skills
Coaching, Staff Development, Training Delivery, Team Management, Employee Relations, Leadership Development, Recruiting, Training, Organizational..., Change Management, Process Improvement, Team Building, Leadership, Strategic Planning, Program Management, Public Speaking, Team Leadership, Project Management, Performance Management, Customer Service, E-Learning, Time Management, Government, Instructional Design, Instructor-led Training, Employee Training, Management, Cross-functional Team..., Human Resources, Project Planning, Employee Engagement, Start-ups, Business Process, Personnel Management, Onboarding, Strategy, Executive Coaching, Business Strategy, Consulting, Workshop Facilitation, Management Consulting
Education
Northwestern University 2012 — 2015
Master of Science (MS), Learning and Organizational Change
St. Edward's University 2000 — 2003
BBA, Management
The University of Texas at Austin 1995 — 1998
Adam Parkhurst's Edward Jones Experience April 2015 - July 2015
Job Edward Jones
Industry Financial Services
Experience
Oklahoma Christian University June 2013 - Present
DEWministry February 2010 - Present
Edward Jones April 2015 - July 2015
ADT March 2014 - April 2015
Arvest Bank April 2012 - March 2014
Mazzio's Corporation June 2007 - December 2012
Dan Arnett for State House 2012 December 2011 - June 2012
Arvest Bank June 2009 - April 2012
PennWell June 2007 - September 2007
Frito Lay December 2004 - May 2007
Skills
Customer Service, Facebook, Excel, Proofreading, Market Research, Direct Sales, Photoshop, Data Analysis, Photography, Social Media, Microsoft Word, Digital Photography, Writing, Content Marketing, Marketing Communications, Marketing Management, Direct Marketing, Email Marketing, Marketing Strategy, Social Media Marketing, Advertising, Blogging, Event Planning, Marketing, Press Releases, Management, Fundraising, Time Management, Sales, Graphic Design, Salesforce.com, Outlook, Microsoft Office, Team Leadership, Adobe Creative Suite, Customer Satisfaction, Sales Presentations
Education
Oklahoma Christian University 2003 — 2007
Bachelor's degree in Business Administration, Marketing with Psychology minor
Sperry High School 1997 — 2001
High School Diploma
Oklahoma Christian University June 2013 - Present
DEWministry February 2010 - Present
Edward Jones April 2015 - July 2015
ADT March 2014 - April 2015
Arvest Bank April 2012 - March 2014
Mazzio's Corporation June 2007 - December 2012
Dan Arnett for State House 2012 December 2011 - June 2012
Arvest Bank June 2009 - April 2012
PennWell June 2007 - September 2007
Frito Lay December 2004 - May 2007
Skills
Customer Service, Facebook, Excel, Proofreading, Market Research, Direct Sales, Photoshop, Data Analysis, Photography, Social Media, Microsoft Word, Digital Photography, Writing, Content Marketing, Marketing Communications, Marketing Management, Direct Marketing, Email Marketing, Marketing Strategy, Social Media Marketing, Advertising, Blogging, Event Planning, Marketing, Press Releases, Management, Fundraising, Time Management, Sales, Graphic Design, Salesforce.com, Outlook, Microsoft Office, Team Leadership, Adobe Creative Suite, Customer Satisfaction, Sales Presentations
Education
Oklahoma Christian University 2003 — 2007
Bachelor's degree in Business Administration, Marketing with Psychology minor
Sperry High School 1997 — 2001
High School Diploma
Brad Boland Brad Boland's Edward Jones Experience 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2015 - Present
Midland Mortgage 2013 - 2014
Farmers Insurance October 2011 - February 2013
Farmers Insurance March 2009 - October 2011
Skills
Sales, Customer Service, Leadership, Training, Process Improvement, Investments, Finance, Life Insurance, Retirement Planning, Financial Services, Long-term Care, Portfolio Management
Education
Oklahoma Christian University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones 2015 - Present
Midland Mortgage 2013 - 2014
Farmers Insurance October 2011 - February 2013
Farmers Insurance March 2009 - October 2011
Skills
Sales, Customer Service, Leadership, Training, Process Improvement, Investments, Finance, Life Insurance, Retirement Planning, Financial Services, Long-term Care, Portfolio Management
Education
Oklahoma Christian University 2011 — 2012
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Belinda Pratt Belinda Pratt's Edward Jones Experience December 1999 - August 2001
Job Sales Associate at Dillards dept store
Industry Apparel & Fashion
Experience
Texoma Business Staffing August 2015 - Present
Dillards dept store July 2012 - April 2015
Western National Bank August 2001 - December 2002
Edward Jones December 1999 - August 2001
Chase March 1995 - August 1998
Skills
Customer Service, Retail Sales, Office Administration, Merchandising, Microsoft Word, Commercial Loan..., Microsoft Office, Microsoft Excel, Trust Services, Letters of Credit, Teamwork, QuickBooks, Accounts Payable
Education
Odessa College 1986 — 1990
Associate's degree, Business Administration and Management, General
Permian High School 1970 — 1973
High School, Art/Art Studies, General
Texoma Business Staffing August 2015 - Present
Dillards dept store July 2012 - April 2015
Western National Bank August 2001 - December 2002
Edward Jones December 1999 - August 2001
Chase March 1995 - August 1998
Skills
Customer Service, Retail Sales, Office Administration, Merchandising, Microsoft Word, Commercial Loan..., Microsoft Office, Microsoft Excel, Trust Services, Letters of Credit, Teamwork, QuickBooks, Accounts Payable
Education
Odessa College 1986 — 1990
Associate's degree, Business Administration and Management, General
Permian High School 1970 — 1973
High School, Art/Art Studies, General
Nicholas Goode's Edward Jones Experience July 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Oklahoma Christian University August 2014 - Present
Edward Jones July 2013 - Present
Nicholas' Goode Lawn Care May 2008 - August 2013
Hugoton Recreation August 2009 - May 2013
Skills
Public Speaking, Leadership, Customer Service, Microsoft Excel, Leadership Development, Time Management, Social Media, Team Building, Fundraising
Education
Oklahoma Christian University 2014 — 2017
Accounting, Business/Commerce, General, Jr.
Hugoton High School 2009 — 2013
Oklahoma Christian University August 2014 - Present
Edward Jones July 2013 - Present
Nicholas' Goode Lawn Care May 2008 - August 2013
Hugoton Recreation August 2009 - May 2013
Skills
Public Speaking, Leadership, Customer Service, Microsoft Excel, Leadership Development, Time Management, Social Media, Team Building, Fundraising
Education
Oklahoma Christian University 2014 — 2017
Accounting, Business/Commerce, General, Jr.
Hugoton High School 2009 — 2013
Troy Akins Troy Akins's Edward Jones Experience September 2012 - November 2012
Job Student
Industry Marketing and Advertising
Experience
Edward Jones September 2012 - November 2012
CrossFit Tolero December 2011 - May 2012
OneMain Financial April 2011 - May 2012
Family Video February 2010 - December 2010
River View High School September 2009 - June 2010
Ohio University August 2007 - June 2009
Skills
Public Relations, Sports, Marketing, Event Planning, Social Media, Facebook, Event Management, Sports Management, Sports Marketing, Ticket Sales, Customer Service, Public Speaking, Time Management, Social Media Marketing, Social Networking
Education
Walden University 2012 — 2017
Doctor of Philosophy (Ph.D.), Clinical Psychology
Tiffin University 2010 — 2012
Master of Business Administration (M.B.A.), Sport and Fitness Administration/Management
Ohio University 2005 — 2010
Bachelor's degree, Sport Science
Edward Jones September 2012 - November 2012
CrossFit Tolero December 2011 - May 2012
OneMain Financial April 2011 - May 2012
Family Video February 2010 - December 2010
River View High School September 2009 - June 2010
Ohio University August 2007 - June 2009
Skills
Public Relations, Sports, Marketing, Event Planning, Social Media, Facebook, Event Management, Sports Management, Sports Marketing, Ticket Sales, Customer Service, Public Speaking, Time Management, Social Media Marketing, Social Networking
Education
Walden University 2012 — 2017
Doctor of Philosophy (Ph.D.), Clinical Psychology
Tiffin University 2010 — 2012
Master of Business Administration (M.B.A.), Sport and Fitness Administration/Management
Ohio University 2005 — 2010
Bachelor's degree, Sport Science
Laura Gifford's Edward Jones Experience May 2013 - April 2014
Job Experienced in Payroll and Financial Planning
Industry Financial Services
Experience
Justiss Oil Company April 2014 - Present
Edward Jones May 2013 - April 2014
Southern Heritage Bank June 2011 - May 2013
Town and Country General Store March 2010 - May 2011
Dimension Development 2008 - 2009
Skills
Budgets, Microsoft Excel, Customer Service, Event Planning, Outlook, Social Media Marketing, Inventory Management, Microsoft Office, Negotiation, Team Building, Leadership, Process Scheduler, Forecasting, Event Management, PowerPoint, Revenue Analysis, Customer Satisfaction, Marketing, Finance, Marketing Communications, Time Management, Community Outreach, Business Planning, New Business Development
Education
Northwestern State University 2005 — 2009
BS, Business Adminstration
Jena High School 2001 — 2005
Justiss Oil Company April 2014 - Present
Edward Jones May 2013 - April 2014
Southern Heritage Bank June 2011 - May 2013
Town and Country General Store March 2010 - May 2011
Dimension Development 2008 - 2009
Skills
Budgets, Microsoft Excel, Customer Service, Event Planning, Outlook, Social Media Marketing, Inventory Management, Microsoft Office, Negotiation, Team Building, Leadership, Process Scheduler, Forecasting, Event Management, PowerPoint, Revenue Analysis, Customer Satisfaction, Marketing, Finance, Marketing Communications, Time Management, Community Outreach, Business Planning, New Business Development
Education
Northwestern State University 2005 — 2009
BS, Business Adminstration
Jena High School 2001 — 2005
Nick Brait, CFP® Nick Brait, CFP®'s Edward Jones Experience July 1982 - February 1999
Job Managing Director and Partner at SAGE Private Wealth Group
Industry Financial Services
Experience
SAGE Private Wealth Group September 2013 - Present
SAGE Private Wealth Group March 1999 - Present
Edward Jones July 1982 - February 1999
Skills
Financial Planning, Comprehensive Wealth..., Insurance Planning, Long Term Care, Succession Planning, Wealth Transfer Planning, Estate Planning, Public Speaking
Education
Northwestern University 1969 — 1974
BS, Chemical Engineering
SAGE Private Wealth Group September 2013 - Present
SAGE Private Wealth Group March 1999 - Present
Edward Jones July 1982 - February 1999
Skills
Financial Planning, Comprehensive Wealth..., Insurance Planning, Long Term Care, Succession Planning, Wealth Transfer Planning, Estate Planning, Public Speaking
Education
Northwestern University 1969 — 1974
BS, Chemical Engineering
Fred Saavedra, CFP®'s Edward Jones Experience May 2007 - May 2014
Job Financial Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management, USA May 2014 - Present
Edward Jones May 2007 - May 2014
Suntrust Wealth Management January 1992 - May 2007
Skills
Finance, Wealth Accumulation, Retirement, Retirement Planning, Mutual Funds
Education
Oglethorpe University 2005 — 2005
Certified Financial Planning
University at Buffalo
Bachelor's degree, Mathematics and Statistics
Cornerstone Wealth Management, USA May 2014 - Present
Edward Jones May 2007 - May 2014
Suntrust Wealth Management January 1992 - May 2007
Skills
Finance, Wealth Accumulation, Retirement, Retirement Planning, Mutual Funds
Education
Oglethorpe University 2005 — 2005
Certified Financial Planning
University at Buffalo
Bachelor's degree, Mathematics and Statistics
Dr. Kristy Vienne Dr. Kristy Vienne's Edward Jones Experience May 1999 - December 2002
Job Assistant Vice President, Student Services at Sam Houston State University
Industry Higher Education
Experience
Sam Houston State University May 2010 - Present
Sam Houston State University January 2006 - May 2010
Northwestern State University December 2002 - December 2005
Edward Jones May 1999 - December 2002
Skills
Higher Education, Public Speaking, Teaching, Instructional Design, Research, Curriculum Design, Event Planning, Staff Development, Curriculum Development, Critical Thinking, Microsoft Office, Fundraising, Volunteer Management, Student Affairs, Program Evaluation, Data Analysis, Career Counseling, Student Development, Community Outreach, Distance Learning, Higher Education..., Academic Advising, Leadership, Academia, Residence Life, Training, Educational Technology, University Teaching, Social Networking, Adult Education, College Teaching, Analysis, E-Learning, Leadership Development, Program Development, Conflict Resolution, Instructional Technology, PowerPoint, Blogging, Educational Leadership, Student Leadership, Technical Writing, Public Relations, Tutoring, Qualitative Research, Student Engagement, Editing, SPSS, Social Media, Nonprofits
Education
Sam Houston State University 2007 — 2010
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Northwestern State University 2003 — 2005
Master of Arts (M.A.), Student Counseling and Personnel Services
Northwestern State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Sam Houston State University May 2010 - Present
Sam Houston State University January 2006 - May 2010
Northwestern State University December 2002 - December 2005
Edward Jones May 1999 - December 2002
Skills
Higher Education, Public Speaking, Teaching, Instructional Design, Research, Curriculum Design, Event Planning, Staff Development, Curriculum Development, Critical Thinking, Microsoft Office, Fundraising, Volunteer Management, Student Affairs, Program Evaluation, Data Analysis, Career Counseling, Student Development, Community Outreach, Distance Learning, Higher Education..., Academic Advising, Leadership, Academia, Residence Life, Training, Educational Technology, University Teaching, Social Networking, Adult Education, College Teaching, Analysis, E-Learning, Leadership Development, Program Development, Conflict Resolution, Instructional Technology, PowerPoint, Blogging, Educational Leadership, Student Leadership, Technical Writing, Public Relations, Tutoring, Qualitative Research, Student Engagement, Editing, SPSS, Social Media, Nonprofits
Education
Sam Houston State University 2007 — 2010
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Northwestern State University 2003 — 2005
Master of Arts (M.A.), Student Counseling and Personnel Services
Northwestern State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brian M. Johnson's Edward Jones Experience June 2015 - Present
Job Summer Intern Operations/Field Sales Representative at Cintas
Industry Facilities Services
Experience
Edward Jones June 2015 - Present
Cintas May 2012 - June 2015
Oakwood University August 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office
Education
Oakwood College 2011 — 2016
Finance
The University of Akron 2012 — 2013
Economics & Finance, Sophmore
Edward Jones June 2015 - Present
Cintas May 2012 - June 2015
Oakwood University August 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office
Education
Oakwood College 2011 — 2016
Finance
The University of Akron 2012 — 2013
Economics & Finance, Sophmore
Sarah Bucaro's Edward Jones Experience May 2009 - August 2009
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
Team One October 2014 - July 2015
Team One July 2013 - September 2014
Team One May 2011 - June 2013
Patch.com October 2010 - May 2011
Bergman Group January 2010 - May 2010
University of Richmond September 2009 - May 2010
Edward Jones May 2009 - August 2009
Skills
Digital Strategy, Advertising, Social Media, Online Advertising, Marketing, Integrated Marketing, Social Media Marketing, Digital Media, Digital Marketing, Photoshop, Event Marketing Strategy, Media Planning, Direct Mail, Blogging
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond 2006 — 2010
BS, Business Administration: Marketing
Universidad de Belgrano 2008 — 2008
Spanish and Iberian Studies
Team One October 2014 - July 2015
Team One July 2013 - September 2014
Team One May 2011 - June 2013
Patch.com October 2010 - May 2011
Bergman Group January 2010 - May 2010
University of Richmond September 2009 - May 2010
Edward Jones May 2009 - August 2009
Skills
Digital Strategy, Advertising, Social Media, Online Advertising, Marketing, Integrated Marketing, Social Media Marketing, Digital Media, Digital Marketing, Photoshop, Event Marketing Strategy, Media Planning, Direct Mail, Blogging
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond 2006 — 2010
BS, Business Administration: Marketing
Universidad de Belgrano 2008 — 2008
Spanish and Iberian Studies
Todd Childers Todd Childers's Edward Jones Experience May 2000 - February 2001
Job President/Owner 4 Star Investments
Industry Financial Services
Experience
4 Star Investments November 2012 - Present
Todd Childers, CPA July 2009 - Present
Woodbury Financial Services July 2009 - October 2012
Fairfield Financial Solutions February 2003 - June 2009
Edward Jones May 2000 - February 2001
Oak Hill Banks February 1996 - May 2000
Unity Savings Bank November 1995 - February 1996
The Guernsey Bank September 1994 - November 1995
Norman, Jones, Enlow & Co. December 1993 - September 1994
Ernst & Young July 1989 - May 1993
Education
Ohio University 1986 — 1989
BBA
4 Star Investments November 2012 - Present
Todd Childers, CPA July 2009 - Present
Woodbury Financial Services July 2009 - October 2012
Fairfield Financial Solutions February 2003 - June 2009
Edward Jones May 2000 - February 2001
Oak Hill Banks February 1996 - May 2000
Unity Savings Bank November 1995 - February 1996
The Guernsey Bank September 1994 - November 1995
Norman, Jones, Enlow & Co. December 1993 - September 1994
Ernst & Young July 1989 - May 1993
Education
Ohio University 1986 — 1989
BBA
Andrew Voelker's Edward Jones Experience April 2013 - April 2014
Job Senior Landman at Arris Petroleum Corporation
Industry Oil & Energy
Experience
Arris Petroleum Corporation August 2015 - Present
PDC Energy, Inc. May 2014 - August 2015
Edward Jones April 2013 - April 2014
Anadarko Petroleum September 2011 - April 2013
Anadarko Petroleum July 2006 - November 2011
Wells Fargo June 2005 - June 2006
Skills
Natural Gas, Due Diligence, Energy, Energy Industry, Petroleum, Real Estate, Contract Negotiation, Leases, Contract Management, Oil & Gas Industry, Negotiation, Gas, Upstream, Oil/Gas, Minerals, Pipelines, Supervisory Skills, Onshore, Personal Financial..., Joint Ventures, Oil & Gas
Education
Northwestern College 2003 — 2006
Business Administration, Finance, Biblical Studies, 3.65
Northwestern College
Master of Organizational Leadership, Organizational Leadership
Arris Petroleum Corporation August 2015 - Present
PDC Energy, Inc. May 2014 - August 2015
Edward Jones April 2013 - April 2014
Anadarko Petroleum September 2011 - April 2013
Anadarko Petroleum July 2006 - November 2011
Wells Fargo June 2005 - June 2006
Skills
Natural Gas, Due Diligence, Energy, Energy Industry, Petroleum, Real Estate, Contract Negotiation, Leases, Contract Management, Oil & Gas Industry, Negotiation, Gas, Upstream, Oil/Gas, Minerals, Pipelines, Supervisory Skills, Onshore, Personal Financial..., Joint Ventures, Oil & Gas
Education
Northwestern College 2003 — 2006
Business Administration, Finance, Biblical Studies, 3.65
Northwestern College
Master of Organizational Leadership, Organizational Leadership
Lashundra Strother Lashundra Strother's Edward Jones Experience August 2013 - Present
Job "Your Success Is My Success"
Industry Financial Services
Experience
Edward Jones August 2013 - Present
New York Life Insurance Company June 2012 - August 2013
AT&T January 1996 - January 2012
AT&T January 1996 - January 2012
The Women's Alliance 2012 - 2012
GTE March 1995 - December 1995
Skills
Sales, B2B, Customer Service, Time Management, Direct Sales, Sales Process, Account Management, New Business Development, Sales Management, Cold Calling, Advertising, Sales Presentations, Sales Operations, Marketing, Selling Skills, Business Strategy, Investments, Investment Advisory, Investment Strategies, Stocks, Stock Market, Bonds, Municipal Bonds, Government Bonds, High Yield Bonds
Education
Northwood University 1989 — 1996
BBA, Marketing and Management
Business and Management Center 1985 — 1988
Edward Jones August 2013 - Present
New York Life Insurance Company June 2012 - August 2013
AT&T January 1996 - January 2012
AT&T January 1996 - January 2012
The Women's Alliance 2012 - 2012
GTE March 1995 - December 1995
Skills
Sales, B2B, Customer Service, Time Management, Direct Sales, Sales Process, Account Management, New Business Development, Sales Management, Cold Calling, Advertising, Sales Presentations, Sales Operations, Marketing, Selling Skills, Business Strategy, Investments, Investment Advisory, Investment Strategies, Stocks, Stock Market, Bonds, Municipal Bonds, Government Bonds, High Yield Bonds
Education
Northwood University 1989 — 1996
BBA, Marketing and Management
Business and Management Center 1985 — 1988
Daniel Crotzer Daniel Crotzer's Edward Jones Experience October 2010 - April 2012
Job Principal Consultant at Fractal Business Analytics
Industry Renewables & Environment
Experience
Fractal Business Analytics November 2013 - Present
Xtreme Power April 2012 - November 2013
Edward Jones October 2010 - April 2012
US Navy December 2004 - October 2009
Skills
Predictive Analytics, Energy, Power Trading, Cross-functional Team..., Data Analysis, Leadership, Program Management, Strategic Planning, Risk Management, Process Improvement, Project Management, Operations Management, Operational Planning, Finance, Nuclear, Strategy, Business Development, Power Systems, Consulting, Management, Analysis, Energy Management
Education
Northwestern University 2013 — 2015
Master’s Degree, Predictive Analytics
The University of Texas at Austin 2009 — 2011
MBA, MBA
The University of Texas at Austin 1999 — 2004
Bachelor of Science (B.S.), Civil Engineering
Fractal Business Analytics November 2013 - Present
Xtreme Power April 2012 - November 2013
Edward Jones October 2010 - April 2012
US Navy December 2004 - October 2009
Skills
Predictive Analytics, Energy, Power Trading, Cross-functional Team..., Data Analysis, Leadership, Program Management, Strategic Planning, Risk Management, Process Improvement, Project Management, Operations Management, Operational Planning, Finance, Nuclear, Strategy, Business Development, Power Systems, Consulting, Management, Analysis, Energy Management
Education
Northwestern University 2013 — 2015
Master’s Degree, Predictive Analytics
The University of Texas at Austin 2009 — 2011
MBA, MBA
The University of Texas at Austin 1999 — 2004
Bachelor of Science (B.S.), Civil Engineering
Bill Kay, CFP®, AAMS®'s Edward Jones Experience June 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1999 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, 401k, Financial Services, IRAs, Investments, Life Insurance, Investment Advisory, Series 7, Financial Planning
Education
Ohio University 1993 — 1998
Edward Jones June 1999 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, 401k, Financial Services, IRAs, Investments, Life Insurance, Investment Advisory, Series 7, Financial Planning
Education
Ohio University 1993 — 1998
Benjamin Buotte Benjamin Buotte's Edward Jones Experience August 2009 - January 2011
Job Graduate Student at The University of Texas Health Science Center at Houston (UTHealth)
Industry Higher Education
Experience
The University of Texas Health Science Center at Houston (UTHealth) January 2014 - Present
USAA April 2011 - December 2013
Edward Jones August 2009 - January 2011
US Army July 2005 - June 2009
US Army October 2005 - October 2006
Skills
Public Health, Tobacco Control, Public Health Emergency..., International Human..., Retirement Planning, Small Business, Leadership, IRAs, Military, Finance, Customer Service
Education
The University of Texas Health Science Center at Houston 2014 — 2015
Master of Public Health (MPH), Global Health, Tobacco Control, Human Rights, 3.8
Norwich University 2001 — 2005
BA, International Studies, Political Science
Thornton Academy
The University of Texas Health Science Center at Houston (UTHealth) January 2014 - Present
USAA April 2011 - December 2013
Edward Jones August 2009 - January 2011
US Army July 2005 - June 2009
US Army October 2005 - October 2006
Skills
Public Health, Tobacco Control, Public Health Emergency..., International Human..., Retirement Planning, Small Business, Leadership, IRAs, Military, Finance, Customer Service
Education
The University of Texas Health Science Center at Houston 2014 — 2015
Master of Public Health (MPH), Global Health, Tobacco Control, Human Rights, 3.8
Norwich University 2001 — 2005
BA, International Studies, Political Science
Thornton Academy
Aaron Cromer Aaron Cromer's Edward Jones Experience June 2015 - August 2015
Job Financial Analyst Intern
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
Oklahoma State University May 2014 - April 2015
First Baptist Church Elk City April 2013 - August 2013
Ford Farm April 2012 - August 2012
Flix on 6 April 2011 - December 2011
Education
Oklahoma State University 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Elk City High School 2008 — 2012
Edward Jones June 2015 - August 2015
Oklahoma State University May 2014 - April 2015
First Baptist Church Elk City April 2013 - August 2013
Ford Farm April 2012 - August 2012
Flix on 6 April 2011 - December 2011
Education
Oklahoma State University 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Elk City High School 2008 — 2012
Ryan Carpe's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Writing and Editing
Experience
Edward Jones May 2014 - Present
The Daily Advocate April 2012 - May 2014
Skills
Public Relations, Journalism, Media Relations, Editing, Photography, Copy Editing, Newsletters, Blogging, Storytelling, AP Style, Breaking News, Newspapers, InDesign, Web Content
Education
Ohio University 2010 — 2012
Bachelor's degree, Design and Visual Communications
Ohio University 2010 — 2011
Master's degree, Communications / Journalism
Edward Jones May 2014 - Present
The Daily Advocate April 2012 - May 2014
Skills
Public Relations, Journalism, Media Relations, Editing, Photography, Copy Editing, Newsletters, Blogging, Storytelling, AP Style, Breaking News, Newspapers, InDesign, Web Content
Education
Ohio University 2010 — 2012
Bachelor's degree, Design and Visual Communications
Ohio University 2010 — 2011
Master's degree, Communications / Journalism
Katie Reel Ocampo's Edward Jones Experience October 2009 - November 2009
Job Senior Sales Manager at Marriott International
Industry Hospitality
Experience
Marriott International December 2009 - Present
Edward Jones October 2009 - November 2009
NCED Conference Center by Marriott August 2006 - October 2009
NCED Conference Center June 2005 - August 2006
Skills
Hospitality, Food & Beverage, Meeting Planning, Hotels, Hospitality Industry, Hospitality Management, Revenue Analysis, Trade Shows, Event Management, Hotel Management, Corporate Events, Yield Management, Event Planning
Education
Oklahoma Christian University 2007 — 2009
MBA, Leadership and Organizational Management
University of Oklahoma 2001 — 2006
Bachelor of Science, Health & Exercise Science
Marriott International December 2009 - Present
Edward Jones October 2009 - November 2009
NCED Conference Center by Marriott August 2006 - October 2009
NCED Conference Center June 2005 - August 2006
Skills
Hospitality, Food & Beverage, Meeting Planning, Hotels, Hospitality Industry, Hospitality Management, Revenue Analysis, Trade Shows, Event Management, Hotel Management, Corporate Events, Yield Management, Event Planning
Education
Oklahoma Christian University 2007 — 2009
MBA, Leadership and Organizational Management
University of Oklahoma 2001 — 2006
Bachelor of Science, Health & Exercise Science
Becca Thomas's Edward Jones Experience November 2004 - August 2005
Job Director of Events at Susan G. Komen Columbus
Industry Public Relations and Communications
Experience
Susan G. Komen for the Cure Columbus Affiliate March 2012 - Present
Susan G. Komen for the Cure Columbus Affiliate April 2011 - March 2012
Susan G. Komen for the Cure Columbus Affiliate January 2010 - April 2011
Susan G. Komen for the Cure Columbus Affiliate November 2008 - January 2010
Paul Werth Associates April 2006 - November 2008
Edward Jones November 2004 - August 2005
Skills
Spanish, Social Media, Non-profit..., Public Relations, Volunteer Management, Media Relations, Event Planning, Newsletters, Community Relations, Social Media Outreach, Press Releases, Internal Communications, Community Development, Marketing Communications, Non-profits, Crisis Communications, Marketing, Facebook, Social Media Marketing, Sponsorship, Online Marketing, Community Outreach, Public Speaking, Nonprofits, Blogging, Event Management, Strategic Communications, Fundraising, Corporate Communications, Social Networking, Strategy, Copywriting, Copy Editing
Education
Ohio University 2002 — 2006
Journalism, Public Relations
Susan G. Komen for the Cure Columbus Affiliate March 2012 - Present
Susan G. Komen for the Cure Columbus Affiliate April 2011 - March 2012
Susan G. Komen for the Cure Columbus Affiliate January 2010 - April 2011
Susan G. Komen for the Cure Columbus Affiliate November 2008 - January 2010
Paul Werth Associates April 2006 - November 2008
Edward Jones November 2004 - August 2005
Skills
Spanish, Social Media, Non-profit..., Public Relations, Volunteer Management, Media Relations, Event Planning, Newsletters, Community Relations, Social Media Outreach, Press Releases, Internal Communications, Community Development, Marketing Communications, Non-profits, Crisis Communications, Marketing, Facebook, Social Media Marketing, Sponsorship, Online Marketing, Community Outreach, Public Speaking, Nonprofits, Blogging, Event Management, Strategic Communications, Fundraising, Corporate Communications, Social Networking, Strategy, Copywriting, Copy Editing
Education
Ohio University 2002 — 2006
Journalism, Public Relations
Matthew Edler's Edward Jones Experience June 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2003 - Present
Education
Ohio University 2000 — 2003
Edward Jones June 2003 - Present
Education
Ohio University 2000 — 2003
Jean Liao's Edward Jones Experience November 2010 - Present
Job Chinese teacher at Ark Chinese School
Industry Primary/Secondary Education
Experience
Edward Jones November 2010 - Present
Ark Chinese School September 2009 - Present
Skills
Microsoft Excel, Microsoft Office, Event Planning, Office Administration
Education
University of Windsor 2008 — 2009
Bachelor, Education
Ontario College of Art & Design 2004 — 2008
Edward Jones November 2010 - Present
Ark Chinese School September 2009 - Present
Skills
Microsoft Excel, Microsoft Office, Event Planning, Office Administration
Education
University of Windsor 2008 — 2009
Bachelor, Education
Ontario College of Art & Design 2004 — 2008
Megan Goldkamp's Edward Jones Experience November 2013 - Present
Job Edward Jones Field Supervision Specialist
Industry Design
Experience
Edward Jones November 2013 - Present
Edward Jones February 2012 - Present
Megan Goldkamp Jewelry August 2009 - Present
Sprinkles Cupcakes April 2010 - June 2011
GRB Entertainment November 2008 - June 2011
Dogwood Publishing October 2007 - June 2008
Education
New Approach School for Jewelers 2009 — 2009
Northwestern University 2002 — 2006
Bachelor of Science
Edward Jones November 2013 - Present
Edward Jones February 2012 - Present
Megan Goldkamp Jewelry August 2009 - Present
Sprinkles Cupcakes April 2010 - June 2011
GRB Entertainment November 2008 - June 2011
Dogwood Publishing October 2007 - June 2008
Education
New Approach School for Jewelers 2009 — 2009
Northwestern University 2002 — 2006
Bachelor of Science
Jeffrey Colbert's Edward Jones Experience 2008 - 2011
Job Financial Advisor
Industry Investment Management
Experience
caba, inc. September 2012 - Present
Morgan Stanley Smith Barney April 2011 - September 2012
Edward Jones 2008 - 2011
Skills
Finance, Strategic Planning, Asset Allocation, Wealth Management, Mortgage Lending, Retirement, Investments, 401k Rollovers, Investment Advisory, Investment Strategies, Series 63, Business Development, Uniform Combined State..., Retirement Planning, IRAs, Financial Advisory, Series 7, Wealth Management...
Education
Oklahoma City University
caba, inc. September 2012 - Present
Morgan Stanley Smith Barney April 2011 - September 2012
Edward Jones 2008 - 2011
Skills
Finance, Strategic Planning, Asset Allocation, Wealth Management, Mortgage Lending, Retirement, Investments, 401k Rollovers, Investment Advisory, Investment Strategies, Series 63, Business Development, Uniform Combined State..., Retirement Planning, IRAs, Financial Advisory, Series 7, Wealth Management...
Education
Oklahoma City University
Jeff Channell's Edward Jones Experience December 2002 - August 2007
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Wells Fargo August 2010 - August 2013
Wells Capital Management 2009 - November 2010
Evergreen Investments December 2007 - 2009
Edward Jones December 2002 - August 2007
Skills
CRM, Series 7, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Wealth Management, Series 63, Asset Management, Equities, Fixed Income, Securities, Investment Strategies, Investment Management, Alternative Investments
Education
Ohio University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Management Information Systems
TIAA-CREF February 2014 - Present
Wells Fargo August 2010 - August 2013
Wells Capital Management 2009 - November 2010
Evergreen Investments December 2007 - 2009
Edward Jones December 2002 - August 2007
Skills
CRM, Series 7, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Wealth Management, Series 63, Asset Management, Equities, Fixed Income, Securities, Investment Strategies, Investment Management, Alternative Investments
Education
Ohio University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Steve Stolz's Edward Jones Experience April 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2005 - Present
Decorative Concept, Inc. August 2003 - June 2005
Sara Lee 2001 - 2002
Sara Lee 1997 - 2001
PYA/Monarch, Inc. 1994 - 1997
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Masters of Management, Finance & Marketing
University of Illinois at Urbana-Champaign 1977 — 1981
B.S. Accounting, Accounting
Edward Jones April 2005 - Present
Decorative Concept, Inc. August 2003 - June 2005
Sara Lee 2001 - 2002
Sara Lee 1997 - 2001
PYA/Monarch, Inc. 1994 - 1997
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Masters of Management, Finance & Marketing
University of Illinois at Urbana-Champaign 1977 — 1981
B.S. Accounting, Accounting
Brent Prudhomme's Edward Jones Experience February 2005 - February 2008
Job Principal at Sabal Trust Company
Industry Financial Services
Experience
Sabal Trust Company April 2008 - Present
Edward Jones February 2005 - February 2008
Skills
Wealth Management, Retirement, Investments, Asset Allocation, Portfolio Management
Education
Northwestern State University 1998 — 2001
BS, Business Administration and Management, General
Sabal Trust Company April 2008 - Present
Edward Jones February 2005 - February 2008
Skills
Wealth Management, Retirement, Investments, Asset Allocation, Portfolio Management
Education
Northwestern State University 1998 — 2001
BS, Business Administration and Management, General
David Ide's Edward Jones Experience June 1987 - February 1990
Job SVP, Chief Investment Officer & Economist at USAmeriBank
Industry Banking
Experience
USAmeriBank October 2014 - Present
Cole Taylor Bank February 2009 - August 2014
LaSalle Bank February 1997 - December 2007
Boatmen's Bancshares February 1990 - January 1997
Edward Jones June 1987 - February 1990
Skills
Interest Rate Risk..., Liquidity Risk, Capital Management, Funds Transfer Pricing, Treasury Management, Balance Sheet, Capital Markets, Portfolio Management, Financial Risk, Derivatives, Risk Management
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
M.B.A., Finance
Northwestern University 1981 — 1985
Bachelor of Arts (B.A.), Economics, History
USAmeriBank October 2014 - Present
Cole Taylor Bank February 2009 - August 2014
LaSalle Bank February 1997 - December 2007
Boatmen's Bancshares February 1990 - January 1997
Edward Jones June 1987 - February 1990
Skills
Interest Rate Risk..., Liquidity Risk, Capital Management, Funds Transfer Pricing, Treasury Management, Balance Sheet, Capital Markets, Portfolio Management, Financial Risk, Derivatives, Risk Management
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
M.B.A., Finance
Northwestern University 1981 — 1985
Bachelor of Arts (B.A.), Economics, History
Penny Pennington's Edward Jones Experience 1999 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones 1999 - Present
Edward Jones 2006 - 2008
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Leadership St. Louis
University of Virginia
Bachelor of Science (BS), Commerce.
Brentwood Academy
Edward Jones 1999 - Present
Edward Jones 2006 - 2008
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Leadership St. Louis
University of Virginia
Bachelor of Science (BS), Commerce.
Brentwood Academy
Kevin J. Madden, CFP®'s Edward Jones Experience January 2002 - September 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial October 2006 - Present
Edward Jones January 2002 - September 2006
Arthur Andersen May 1999 - December 2001
Accenture November 1993 - April 1999
Andersen Consulting October 1991 - October 1993
Education
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Northwestern University 1997 — 1998
Master of Arts (M.A.), Learning Sciences
Ameriprise Financial October 2006 - Present
Edward Jones January 2002 - September 2006
Arthur Andersen May 1999 - December 2001
Accenture November 1993 - April 1999
Andersen Consulting October 1991 - October 1993
Education
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Northwestern University 1997 — 1998
Master of Arts (M.A.), Learning Sciences
Jan Runkle's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Retirement Income..., Retirement Planning, Series 66, 401k Rollovers, Saving for Education
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Elementary Education and Teaching
SUNY Cortland
Master of Education (M.Ed.), Elementary Education and Teaching
Edward Jones
Skills
Retirement Income..., Retirement Planning, Series 66, 401k Rollovers, Saving for Education
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Elementary Education and Teaching
SUNY Cortland
Master of Education (M.Ed.), Elementary Education and Teaching
Derik Staufenberg's Edward Jones Experience June 2008 - August 2008
Job Experienced Financial & Marketing Analyst
Industry Retail
Experience
Franklin University January 2014 - Present
Sarnova October 2011 - September 2013
Sarnova March 2011 - October 2011
RSA January 2010 - May 2010
BMW Financial Services NA, LLC September 2008 - August 2009
Edward Jones June 2008 - August 2008
Wealth Coach Financial Services, Inc. May 2006 - August 2006
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Accounting, Strategic Planning, Microsoft Office, Process Improvement, Microsoft Word, Financial Reporting, Budgets, Marketing Strategy, Financial Modeling, PowerPoint, Inventory Management, Sales, Public Speaking, New Business Development, Access, PowerPivot, Great Plains Software, Data Analysis, Eviews
Education
Ohio University 2009 — 2010
Masters
The Ohio State University Fisher College of Business 2004 — 2008
B.S.B.A.
Franklin University January 2014 - Present
Sarnova October 2011 - September 2013
Sarnova March 2011 - October 2011
RSA January 2010 - May 2010
BMW Financial Services NA, LLC September 2008 - August 2009
Edward Jones June 2008 - August 2008
Wealth Coach Financial Services, Inc. May 2006 - August 2006
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Accounting, Strategic Planning, Microsoft Office, Process Improvement, Microsoft Word, Financial Reporting, Budgets, Marketing Strategy, Financial Modeling, PowerPoint, Inventory Management, Sales, Public Speaking, New Business Development, Access, PowerPivot, Great Plains Software, Data Analysis, Eviews
Education
Ohio University 2009 — 2010
Masters
The Ohio State University Fisher College of Business 2004 — 2008
B.S.B.A.
Doreen Fisher's Edward Jones Experience March 2009 - September 2009
Job
Industry Financial Services
Experience
UBS Financial Services Inc September 2009 - September 2012
Edward Jones March 2009 - September 2009
UBS September 1994 - June 2008
UBS Investment Bank 1994 - 2008
UBS Investment Bank 1994 - 2008
UBS / PaineWebber 1994 - 2008
PaineWebber (UBS) 1993 - 2008
Skills
Series 63, Fixed Income, Securities, Bonds, Bloomberg, Trading, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Equities
Education
Southern Methodist University 2005 — 2007
Certificate, CFP
Northwood University 1982 — 1984
BBA, Management
UBS Financial Services Inc September 2009 - September 2012
Edward Jones March 2009 - September 2009
UBS September 1994 - June 2008
UBS Investment Bank 1994 - 2008
UBS Investment Bank 1994 - 2008
UBS / PaineWebber 1994 - 2008
PaineWebber (UBS) 1993 - 2008
Skills
Series 63, Fixed Income, Securities, Bonds, Bloomberg, Trading, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Equities
Education
Southern Methodist University 2005 — 2007
Certificate, CFP
Northwood University 1982 — 1984
BBA, Management
RANDALL COPE's Edward Jones Experience February 2014 - Present
Job Financial Professional
Industry Investment Management
Experience
Edward Jones February 2014 - Present
The Prudential Insurance Company of America, Newark, NJ June 1992 - February 2014
Prudential Financial January 2009 - January 2012
Allstate February 1987 - March 1991
Skills
Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Retirement, Strategic Financial..., Insurance, Life Insurance, Asset Allocation, Asset Managment, Portfolio Management, Disability Insurance, Investment Strategies, Financial Advisory
Education
Oakland University 1985 — 1991
BS MIS, INFORMATION SYSTEMS
Edward Jones February 2014 - Present
The Prudential Insurance Company of America, Newark, NJ June 1992 - February 2014
Prudential Financial January 2009 - January 2012
Allstate February 1987 - March 1991
Skills
Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Retirement, Strategic Financial..., Insurance, Life Insurance, Asset Allocation, Asset Managment, Portfolio Management, Disability Insurance, Investment Strategies, Financial Advisory
Education
Oakland University 1985 — 1991
BS MIS, INFORMATION SYSTEMS
David Daugherty's Edward Jones Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Workforce Oklahoma - Arbor E&T, Inc. July 2009 - September 2010
Carl Albert State College 2003 - 2005
Education
Oklahoma City University 2007 — 2009
Masters in Business Administration, Marketing
Oklahoma State University 2000 — 2003
Bachelor in Business Administration, Management
Carl Albert State College 1998 — 2000
Associate in Business Administration
Edward Jones September 2010 - Present
Workforce Oklahoma - Arbor E&T, Inc. July 2009 - September 2010
Carl Albert State College 2003 - 2005
Education
Oklahoma City University 2007 — 2009
Masters in Business Administration, Marketing
Oklahoma State University 2000 — 2003
Bachelor in Business Administration, Management
Carl Albert State College 1998 — 2000
Associate in Business Administration
Justin Dawson's Edward Jones Experience April 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2010 - Present
Glatfelter August 2007 - April 2010
Education
Ohio University 2000 — 2005
Bachelor of Science, Sport Industry
Edward Jones April 2010 - Present
Glatfelter August 2007 - April 2010
Education
Ohio University 2000 — 2005
Bachelor of Science, Sport Industry
Max L Plaster's Edward Jones Experience June 2000 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2000 - Present
WorldCom February 1998 - June 2000
Communitronics Corp May 1997 - February 2000
Acappella Company May 1989 - February 1995
Skills
Switches, Cisco Technologies, Network Administration, WAN, Routers, LAN-WAN, Disaster Recovery, Network Engineering, BGP, Data Center, Cisco IOS, Cisco Routers, Networking, Telecommunications, Avaya, VPN, Software Installation, Network Architecture, TCP/IP, Network Design, DNS, OSPF, EIGRP, Troubleshooting, VoIP, QoS, IP, Infrastructure, High Availability, Telephony, Wireless, IT Management, Visio, Testing, Routing
Education
ITT Technical Institute 1995 — 1997
AAS, Electronics Engineering Technology
Oklahoma Christian University 1984 — 1989
Bachelor of Science, Theology, Bible, Family Life
Edward Jones June 2000 - Present
WorldCom February 1998 - June 2000
Communitronics Corp May 1997 - February 2000
Acappella Company May 1989 - February 1995
Skills
Switches, Cisco Technologies, Network Administration, WAN, Routers, LAN-WAN, Disaster Recovery, Network Engineering, BGP, Data Center, Cisco IOS, Cisco Routers, Networking, Telecommunications, Avaya, VPN, Software Installation, Network Architecture, TCP/IP, Network Design, DNS, OSPF, EIGRP, Troubleshooting, VoIP, QoS, IP, Infrastructure, High Availability, Telephony, Wireless, IT Management, Visio, Testing, Routing
Education
ITT Technical Institute 1995 — 1997
AAS, Electronics Engineering Technology
Oklahoma Christian University 1984 — 1989
Bachelor of Science, Theology, Bible, Family Life
Amber Jakubson's Edward Jones Experience April 2009 - May 2010
Job Relationship Manager Global Strategic Relationship Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management April 2011 - April 2013
J.P. Morgan Asset Management June 2010 - April 2011
Edward Jones April 2009 - May 2010
Charles Schwab June 2008 - August 2008
House of Blues 2007 - 2007
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management April 2011 - April 2013
J.P. Morgan Asset Management June 2010 - April 2011
Edward Jones April 2009 - May 2010
Charles Schwab June 2008 - August 2008
House of Blues 2007 - 2007
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Anna Hartog's Edward Jones Experience June 2015 - Present
Job Associate General Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones June 2015 - Present
Kaplan Inc. May 2013 - June 2015
Jones Day July 2007 - May 2013
Sonnenschein Nath & Rosenthal September 2006 - June 2007
Skills
Legal Research, Criminal Law
Education
University of Illinois College of Law 2002 — 2005
Juris Doctorate
Northwestern University 1999 — 2001
Bachelor of Arts, History
Pomona College 1998 — 1999
Edward Jones June 2015 - Present
Kaplan Inc. May 2013 - June 2015
Jones Day July 2007 - May 2013
Sonnenschein Nath & Rosenthal September 2006 - June 2007
Skills
Legal Research, Criminal Law
Education
University of Illinois College of Law 2002 — 2005
Juris Doctorate
Northwestern University 1999 — 2001
Bachelor of Arts, History
Pomona College 1998 — 1999
Nicholas Fiorito's Edward Jones Experience September 2003 - October 2004
Job Wealth Management Advisor/ Managing Director at Northwestern Mutual Of Louisiana
Industry Financial Services
Experience
Northwestern Mutual January 2004 - Present
Edward Jones September 2003 - October 2004
Education
Northwestern State University 1998 — 2002
Bachelor, Business
Northwestern Mutual January 2004 - Present
Edward Jones September 2003 - October 2004
Education
Northwestern State University 1998 — 2002
Bachelor, Business
Heather Crake's Edward Jones Experience August 2012 - January 2014
Job Financial Advisor at GenWealth Financial
Industry Financial Services
Experience
GenWealth Financial Advisors January 2014 - Present
Edward Jones August 2012 - January 2014
Merrill Edge November 2010 - June 2012
Heath Lawrence January 2010 - February 2011
Allstate Financial September 2006 - May 2009
Education
Penn State University 1991 — 1995
BA, Speech & Communication
Nova Southeastern University
Executive MBA
GenWealth Financial Advisors January 2014 - Present
Edward Jones August 2012 - January 2014
Merrill Edge November 2010 - June 2012
Heath Lawrence January 2010 - February 2011
Allstate Financial September 2006 - May 2009
Education
Penn State University 1991 — 1995
BA, Speech & Communication
Nova Southeastern University
Executive MBA
Brock Stoltzfus's Edward Jones Experience June 2008 - August 2008
Job Corporate Controller
Industry Accounting
Experience
Healthcare Partners Investments, LLC June 2015 - Present
The Baptist Foundation of Oklahoma February 2013 - May 2015
Finley & Cook October 2010 - February 2013
Finley & Cook June 2009 - October 2010
Edward Jones June 2008 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Financial Reporting, Internal Controls, Microsoft Word, Access, Microsoft Office, Accounts Receivable, Accounts Payable, PowerPoint, QuickBooks, GAAP, Financial Analysis, Financial Statements
Education
Oklahoma Baptist University 2005 — 2009
Bachelor of Business Administration, Finance
Healthcare Partners Investments, LLC June 2015 - Present
The Baptist Foundation of Oklahoma February 2013 - May 2015
Finley & Cook October 2010 - February 2013
Finley & Cook June 2009 - October 2010
Edward Jones June 2008 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Financial Reporting, Internal Controls, Microsoft Word, Access, Microsoft Office, Accounts Receivable, Accounts Payable, PowerPoint, QuickBooks, GAAP, Financial Analysis, Financial Statements
Education
Oklahoma Baptist University 2005 — 2009
Bachelor of Business Administration, Finance
Kathi Gordon-Beatty's Edward Jones Experience April 2007 - August 2010
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC August 2010 - Present
Edward Jones April 2007 - August 2010
Skills
Retirement Planning, Wealth Preservation..., Tax-advantaged..., Intergenerational..., Wealth Accumulation...
Education
Walsh College
BBA, Business, Finance, Economics
Oakland University
Business/Managerial Economics
Wayne State University
Raymond James Financial Services Inc. Member FINRA/SIPC August 2010 - Present
Edward Jones April 2007 - August 2010
Skills
Retirement Planning, Wealth Preservation..., Tax-advantaged..., Intergenerational..., Wealth Accumulation...
Education
Walsh College
BBA, Business, Finance, Economics
Oakland University
Business/Managerial Economics
Wayne State University
RICK MIELKE's Edward Jones Experience January 2012 - February 2015
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones January 2012 - February 2015
Wells Fargo Advisors, LLC February 2011 - August 2011
Video Production Services 2009 - 2011
Wait Media Group 2009 - 2010
KOCE-TV June 2003 - February 2009
KTVL-TV 2000 - 2003
Skills
Video, Voice Over, Video Production, Video Editing, Radio, Media Relations, Press Releases, Television, Public Relations, Editing, Public Speaking
Education
Northwestern University 1982 — 1983
Master's, Journalism
University of California, Los Angeles 1978 — 1982
BA/English, Communications
Marina High School 1974 — 1978
Edward Jones January 2012 - February 2015
Wells Fargo Advisors, LLC February 2011 - August 2011
Video Production Services 2009 - 2011
Wait Media Group 2009 - 2010
KOCE-TV June 2003 - February 2009
KTVL-TV 2000 - 2003
Skills
Video, Voice Over, Video Production, Video Editing, Radio, Media Relations, Press Releases, Television, Public Relations, Editing, Public Speaking
Education
Northwestern University 1982 — 1983
Master's, Journalism
University of California, Los Angeles 1978 — 1982
BA/English, Communications
Marina High School 1974 — 1978
Appaiah Ballachanda's Edward Jones Experience October 2008 - August 2012
Job LPL Financial Advisor
Industry Investment Management
Experience
LPL Financial August 2012 - Present
Edward Jones October 2008 - August 2012
Skills
Series 7, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Investment Strategies, Estate Planning, Portfolio Management, IRAs, Securities, 401k Rollovers, Comprehensive Financial..., Investment Advisory, Series 66, College Education...
Education
Oklahoma City University
Master of Business Administration (MBA), International Finance and International Marketing
Madras Christian College
Master of Public Administration (MPA)
LPL Financial August 2012 - Present
Edward Jones October 2008 - August 2012
Skills
Series 7, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Investment Strategies, Estate Planning, Portfolio Management, IRAs, Securities, 401k Rollovers, Comprehensive Financial..., Investment Advisory, Series 66, College Education...
Education
Oklahoma City University
Master of Business Administration (MBA), International Finance and International Marketing
Madras Christian College
Master of Public Administration (MPA)
Sean Tighe's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Skills
Time Management, Goal Oriented, Stock Trading, Microsoft Excel, Finance, PowerPoint, Microsoft Office, Team Leadership, Investments, Leadership, Microsoft Word, Organizational..., Economics, Mathematical Analysis, Applied Mathematics, Stock Management, Baseball, Fishing, Computer Proficiency, Quantitative Finance, Communication, Scheduling Tools, Organizational..., Highly detail oriented, Determined to Succeed, Written & Verbal..., Quick Learner, Professional Demeanor, Business Planning
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Nova Southeastern University 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward Jones May 2014 - Present
Skills
Time Management, Goal Oriented, Stock Trading, Microsoft Excel, Finance, PowerPoint, Microsoft Office, Team Leadership, Investments, Leadership, Microsoft Word, Organizational..., Economics, Mathematical Analysis, Applied Mathematics, Stock Management, Baseball, Fishing, Computer Proficiency, Quantitative Finance, Communication, Scheduling Tools, Organizational..., Highly detail oriented, Determined to Succeed, Written & Verbal..., Quick Learner, Professional Demeanor, Business Planning
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Nova Southeastern University 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Michelle Reis's Edward Jones Experience January 2011 - Present
Job General Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Edward Jones January 2010 - December 2010
Edward Jones January 2007 - December 2009
Edward Jones December 1990 - December 2006
Edward Jones April 1985 - December 1990
Respiratory Consultants May 1982 - March 1985
Skills
Coaching, Finance, Financial Advisory, IRAs, Investments, Leadership, Leadership Development, Mutual Funds, Public Speaking, Retirement, Series 63, Series 7, Training, Wealth Management, Financial Planning, Fixed Annuities, Retirement Planning
Education
Northwestern University - Kellogg School of Management
Edward Jones January 2011 - Present
Edward Jones January 2010 - December 2010
Edward Jones January 2007 - December 2009
Edward Jones December 1990 - December 2006
Edward Jones April 1985 - December 1990
Respiratory Consultants May 1982 - March 1985
Skills
Coaching, Finance, Financial Advisory, IRAs, Investments, Leadership, Leadership Development, Mutual Funds, Public Speaking, Retirement, Series 63, Series 7, Training, Wealth Management, Financial Planning, Fixed Annuities, Retirement Planning
Education
Northwestern University - Kellogg School of Management
Suzanne Hennell's Edward Jones Experience March 1988 - May 2003
Job Part Time Receptionist at La Jolla Presbyterian Church
Industry Nonprofit Organization Management
Experience
La Jolla Presbyterian Church August 2002 - Present
La Jolla Presbyterian Church June 2001 - Present
Edward Jones March 1988 - May 2003
Skills
Microsoft Office, Administration, Excel, Word, Customer Service, Completed CPE Chaplain..., Stephens Minister, Telephone Skills, PowerPoint
Education
Muskingum University 1997 — 1999
Junior, Communication/Religion
Ohio University-Zanesville Campus
La Jolla Presbyterian Church August 2002 - Present
La Jolla Presbyterian Church June 2001 - Present
Edward Jones March 1988 - May 2003
Skills
Microsoft Office, Administration, Excel, Word, Customer Service, Completed CPE Chaplain..., Stephens Minister, Telephone Skills, PowerPoint
Education
Muskingum University 1997 — 1999
Junior, Communication/Religion
Ohio University-Zanesville Campus
Sean Slater's Edward Jones Experience March 2010 - Present
Job Financial Advisor at Edward Jones
Industry Semiconductors
Experience
Edward Jones March 2010 - Present
Fairchild Semiconductor January 2008 - December 2009
Future Electronics January 2000 - January 2007
Future Electronics January 1997 - January 2000
Future Electronics January 1995 - January 1997
Future Electronics January 1992 - January 1995
Education
ITT Technical Institute 1991 — 1993
EET
Oakland Community College 1989 — 1991
Associates, Business Administration
Edward Jones March 2010 - Present
Fairchild Semiconductor January 2008 - December 2009
Future Electronics January 2000 - January 2007
Future Electronics January 1997 - January 2000
Future Electronics January 1995 - January 1997
Future Electronics January 1992 - January 1995
Education
ITT Technical Institute 1991 — 1993
EET
Oakland Community College 1989 — 1991
Associates, Business Administration
Gary Overby's Edward Jones Experience April 2000 - Present
Job Financial Advisor, CFP, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2000 - Present
Skills
Wealth Management, College Savings Plans, Certified Financial..., Saving for Education, Retirement Planning, 401k Rollovers, Wealth Accumulation, Life Insurance, Strategic Financial..., Investments, Asset Allocation, IRAs, Financial Advisory, Fixed Annuities, Insurance, Investment Advisory, Investment Strategies, Retirement, Series 7
Education
Oklahoma Baptist University 1970 — 1974
BS, Math major, Business minor
Edward Jones April 2000 - Present
Skills
Wealth Management, College Savings Plans, Certified Financial..., Saving for Education, Retirement Planning, 401k Rollovers, Wealth Accumulation, Life Insurance, Strategic Financial..., Investments, Asset Allocation, IRAs, Financial Advisory, Fixed Annuities, Insurance, Investment Advisory, Investment Strategies, Retirement, Series 7
Education
Oklahoma Baptist University 1970 — 1974
BS, Math major, Business minor
Bill Groth's Edward Jones Experience May 2005 - June 2007
Job Finance Manager at Lafontaine Chrysler Jeep Dodge
Industry Automotive
Experience
Lafontaine Chrysler Jeep Dodge October 2014 - Present
Ralph Thayer Automotive October 2012 - October 2014
Liberty Hyundai January 2011 - October 2012
Suburban Chrysler Jeep Dodge March 2009 - January 2011
JPMorgan Chase June 2007 - March 2009
Edward Jones May 2005 - June 2007
Skills
Coaching, Public Speaking, Account Management, Market Research, Business Development, Online Marketing, Sales Process, Market Analysis, Customer Retention, Competitive Analysis, Lead Generation, Sales, Marketing Strategy, Warranty
Education
Northwood University 2001 — 2005
Bachelor's, Marketing/ Management
Lafontaine Chrysler Jeep Dodge October 2014 - Present
Ralph Thayer Automotive October 2012 - October 2014
Liberty Hyundai January 2011 - October 2012
Suburban Chrysler Jeep Dodge March 2009 - January 2011
JPMorgan Chase June 2007 - March 2009
Edward Jones May 2005 - June 2007
Skills
Coaching, Public Speaking, Account Management, Market Research, Business Development, Online Marketing, Sales Process, Market Analysis, Customer Retention, Competitive Analysis, Lead Generation, Sales, Marketing Strategy, Warranty
Education
Northwood University 2001 — 2005
Bachelor's, Marketing/ Management
Colin Swindlehurst's Edward Jones Experience October 2004 - May 2005
Job Oncology Sales Consultant Bayer HealthCare
Industry Pharmaceuticals
Experience
Bayer HealthCare May 2015 - Present
Endo Pharmaceuticals October 2014 - May 2015
Forest Pharmaceuticals (purchased by Actavis - August 2014) January 2014 - October 2014
Forest Pharmaceuticals August 2010 - January 2014
Forest Pharmaceuticals November 2008 - August 2010
Forest Pharmaceuticals September 2007 - November 2008
Forest Pharmaceuticals May 2005 - September 2007
Edward Jones October 2004 - May 2005
The Reynolds and Reynolds Company July 2002 - October 2004
Skills
New Business Development, Sales Management, Sales Force Development, Product Launch, Leadership, Selling Skills, Pulmonology, Cardiology, Urology, Rheumatology, Gastroenterology, Neurology, Pain Management, Pharmaceutical Sales, Pharmaceutical Industry
Education
Northwood University 1998 — 2002
BBA, Marketing Management, Business Management, Economics, Automotive Marketing
Bayer HealthCare May 2015 - Present
Endo Pharmaceuticals October 2014 - May 2015
Forest Pharmaceuticals (purchased by Actavis - August 2014) January 2014 - October 2014
Forest Pharmaceuticals August 2010 - January 2014
Forest Pharmaceuticals November 2008 - August 2010
Forest Pharmaceuticals September 2007 - November 2008
Forest Pharmaceuticals May 2005 - September 2007
Edward Jones October 2004 - May 2005
The Reynolds and Reynolds Company July 2002 - October 2004
Skills
New Business Development, Sales Management, Sales Force Development, Product Launch, Leadership, Selling Skills, Pulmonology, Cardiology, Urology, Rheumatology, Gastroenterology, Neurology, Pain Management, Pharmaceutical Sales, Pharmaceutical Industry
Education
Northwood University 1998 — 2002
BBA, Marketing Management, Business Management, Economics, Automotive Marketing
James Altemus's Edward Jones Experience May 2011 - Present
Job Customer Service, Security and Safety.
Industry Financial Services
Experience
R. G. Smith Construction Co. October 2012 - Present
Catastrophe Management Solutions September 2012 - Present
Edward Jones May 2011 - Present
United National Security June 2002 - Present
American Financial Services January 2012 - August 2012
Charles Schwab Retirement Services 2006 - 2008
American Express Financial Advisors Inc November 1989 - January 2004
State of Ohio Department of Youth Services February 1985 - November 1989
Skills
Estate Planning, Mutual Funds, Retirement, Asset Allocation, Strategic Financial..., Investments, 401k, Fixed Annuities, Employee Benefits, Financial Services, Long-term Care, Disability Insurance, Risk Management, Defined Benefit, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Financial Advisory, IRAs, Securities, Investment Strategies, Insurance, Protection, Personal Finance, Asset Protection, Life Insurance, Finance, Stocks, Asset, Term Life Insurance, Money
Education
Ohio University
Bachelor Degree, Psychology
R. G. Smith Construction Co. October 2012 - Present
Catastrophe Management Solutions September 2012 - Present
Edward Jones May 2011 - Present
United National Security June 2002 - Present
American Financial Services January 2012 - August 2012
Charles Schwab Retirement Services 2006 - 2008
American Express Financial Advisors Inc November 1989 - January 2004
State of Ohio Department of Youth Services February 1985 - November 1989
Skills
Estate Planning, Mutual Funds, Retirement, Asset Allocation, Strategic Financial..., Investments, 401k, Fixed Annuities, Employee Benefits, Financial Services, Long-term Care, Disability Insurance, Risk Management, Defined Benefit, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Financial Advisory, IRAs, Securities, Investment Strategies, Insurance, Protection, Personal Finance, Asset Protection, Life Insurance, Finance, Stocks, Asset, Term Life Insurance, Money
Education
Ohio University
Bachelor Degree, Psychology
Kate Grizzle, MBA's Edward Jones Experience July 2013 - November 2013
Job Investment Advisor Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
Edward Jones July 2013 - November 2013
Ethicon, Inc. medical device division of Johnson and Johnson 1991 - January 1998
Merck 1989 - 1990
Skills
Marketing Strategy, Sales, Public Relations, Marketing Communications, Pharmaceutical Sales, Medical Devices, Marketing, Leadership, Coaching, Uniform Combined State..., Sales Management, Strategic Planning, Selling, Account Management, Series 7, Customer Service, Life Insurance, Social Media, Medical Device Sales, Insurance, Fixed Annuities, Investments, Retirement, Disability Insurance, Finance
Education
Oklahoma City University 1997 — 1999
Master of Business Administration (M.B.A.), Business/Marketing, 3.6/ 4.0
Vanguard High
MassMutual Financial Group August 2014 - Present
Edward Jones July 2013 - November 2013
Ethicon, Inc. medical device division of Johnson and Johnson 1991 - January 1998
Merck 1989 - 1990
Skills
Marketing Strategy, Sales, Public Relations, Marketing Communications, Pharmaceutical Sales, Medical Devices, Marketing, Leadership, Coaching, Uniform Combined State..., Sales Management, Strategic Planning, Selling, Account Management, Series 7, Customer Service, Life Insurance, Social Media, Medical Device Sales, Insurance, Fixed Annuities, Investments, Retirement, Disability Insurance, Finance
Education
Oklahoma City University 1997 — 1999
Master of Business Administration (M.B.A.), Business/Marketing, 3.6/ 4.0
Vanguard High
Crystal Guthrie's Edward Jones Experience January 2007 - January 2009
Job Administrative Assistant at CompSource Oklahoma
Industry Higher Education
Experience
CompSource Oklahoma July 2015 - Present
LifeSprings In-Home Care February 2014 - Present
University of Oklahoma Health Sciences Center April 2013 - February 2014
Oklahoma State University/School of Entrepreneurship January 2009 - April 2013
Edward Jones January 2007 - January 2009
St. Mary’s Regional Medical Center January 1995 - January 2007
Skills
Public Speaking, Social Media, PowerPoint, Customer Service, Entrepreneurship, Microsoft Word, Editing, 10 Key, Data Entry, Leadership, Microsoft Excel, Outlook Express, Program Management, Event Planning, Microsoft Office, Access, Team Leadership, Advertising, Teamwork, Management, Critical Thinking, Marketing, Training, Nonprofits, Human Resources, Project Planning, Public Relations, Event Management
Education
Oklahoma City Community College 2014 — 2017
Bachelor’s Degree, Psychology
Oklahoma State University 2011 — 2013
Bachelor’s, Management; Human Resource Management
Dickinson Business School 1989 — 1990
Certificate, Accounting and Business/Management
Pioneer High School 1982 — 1988
High School Diploma, Basics
CompSource Oklahoma July 2015 - Present
LifeSprings In-Home Care February 2014 - Present
University of Oklahoma Health Sciences Center April 2013 - February 2014
Oklahoma State University/School of Entrepreneurship January 2009 - April 2013
Edward Jones January 2007 - January 2009
St. Mary’s Regional Medical Center January 1995 - January 2007
Skills
Public Speaking, Social Media, PowerPoint, Customer Service, Entrepreneurship, Microsoft Word, Editing, 10 Key, Data Entry, Leadership, Microsoft Excel, Outlook Express, Program Management, Event Planning, Microsoft Office, Access, Team Leadership, Advertising, Teamwork, Management, Critical Thinking, Marketing, Training, Nonprofits, Human Resources, Project Planning, Public Relations, Event Management
Education
Oklahoma City Community College 2014 — 2017
Bachelor’s Degree, Psychology
Oklahoma State University 2011 — 2013
Bachelor’s, Management; Human Resource Management
Dickinson Business School 1989 — 1990
Certificate, Accounting and Business/Management
Pioneer High School 1982 — 1988
High School Diploma, Basics
Tammie Backus's Edward Jones Experience March 2005 - March 2007
Job Senior Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
Carlisle & Gallagher Consulting Group October 2011 - October 2012
Bank of America March 2011 - October 2011
Carlisle & Gallagher Consulting Group June 2010 - March 2011
Edward Jones March 2005 - March 2007
OmniAmerican Credit Union July 1998 - November 2004
Education
Northwood University-Texas
Bachelor of Arts (B.A.), Business Management
Bank of America October 2012 - Present
Carlisle & Gallagher Consulting Group October 2011 - October 2012
Bank of America March 2011 - October 2011
Carlisle & Gallagher Consulting Group June 2010 - March 2011
Edward Jones March 2005 - March 2007
OmniAmerican Credit Union July 1998 - November 2004
Education
Northwood University-Texas
Bachelor of Arts (B.A.), Business Management
Brendan E. Murray's Edward Jones Experience 1989 - 1991
Job Independent Financial Services Professional
Industry Financial Services
Experience
Cornerstone Funds 1998 - 2002
Bankers Trust Company 1998 - 1998
The Bank of New York 1996 - 1998
ADP Investor Communications 1995 - 1996
Adler Coleman Clearing Corporation 1993 - 1995
Tucker Anthony - John Hancock Clearing 1991 - 1993
Edward Jones 1989 - 1991
Drexel Burnham Lambert, Inc 1987 - 1989
Smith Barney Harris Upham 1984 - 1987
Skills
Investments, Global Custody, Equities, Mutual Funds, Securities, Series 7, Asset Management, Financial Services, Hedge Funds, Banking, Trading, Relationship Management, Series 63, Back Office, Financial Markets, Process Improvement, Customer Service, Team Leadership, Public Speaking, Training, Employee Training, Risk Management, Investment Advisory, Alternative Investments, Capital Markets, Investment Banking, Credit, Bonds, Loans, Fixed Income, Financial Risk, ETFs, Funding, Middle Office, Settlement, Equity Trading, Private Banking, Cash Management, Structured Products, Trading Systems, 401k, Asset, Foreign Exchange, Fixed Annuities, Operational Risk, Securities Lending, 529 Plans, Transfer Agency, IRAs, Fund Of Funds
Education
Nyack College 1991 — 1994
BS, Organizational Management
University of Scranton 1980 — 1983
Accounting
St John the Baptist DHS 1976 — 1980
Cornerstone Funds 1998 - 2002
Bankers Trust Company 1998 - 1998
The Bank of New York 1996 - 1998
ADP Investor Communications 1995 - 1996
Adler Coleman Clearing Corporation 1993 - 1995
Tucker Anthony - John Hancock Clearing 1991 - 1993
Edward Jones 1989 - 1991
Drexel Burnham Lambert, Inc 1987 - 1989
Smith Barney Harris Upham 1984 - 1987
Skills
Investments, Global Custody, Equities, Mutual Funds, Securities, Series 7, Asset Management, Financial Services, Hedge Funds, Banking, Trading, Relationship Management, Series 63, Back Office, Financial Markets, Process Improvement, Customer Service, Team Leadership, Public Speaking, Training, Employee Training, Risk Management, Investment Advisory, Alternative Investments, Capital Markets, Investment Banking, Credit, Bonds, Loans, Fixed Income, Financial Risk, ETFs, Funding, Middle Office, Settlement, Equity Trading, Private Banking, Cash Management, Structured Products, Trading Systems, 401k, Asset, Foreign Exchange, Fixed Annuities, Operational Risk, Securities Lending, 529 Plans, Transfer Agency, IRAs, Fund Of Funds
Education
Nyack College 1991 — 1994
BS, Organizational Management
University of Scranton 1980 — 1983
Accounting
St John the Baptist DHS 1976 — 1980
Bryan Ives's Edward Jones Experience August 2010 - January 2012
Job Sports Content Researcher at ESPN
Industry Writing and Editing
Experience
ESPN July 2014 - Present
Thrown Away to Worthy July 2011 - Present
SportsBusiness Journal January 2014 - July 2014
Medill School of Journalism, Northwestern University January 2013 - December 2013
Inside Carolina February 2012 - April 2013
Sports Media Challenge February 2012 - December 2012
Edward Jones August 2010 - January 2012
North Carolina General Assembly May 2009 - August 2009
Skills
Marketing, Social Media, Unicycle, Twitter, Series 7, Public Speaking, Financial Modeling, Origami, Blogging, Financial Analysis, Sports Writing, Facebook, AP Style, Finance, Sponsorship, Press Releases
Education
Northwestern University 2013 — 2013
M.S., Journalism
University of North Carolina at Chapel Hill 2006 — 2010
B.A., History, Political Science
Charlotte Country Day School
High School
ESPN July 2014 - Present
Thrown Away to Worthy July 2011 - Present
SportsBusiness Journal January 2014 - July 2014
Medill School of Journalism, Northwestern University January 2013 - December 2013
Inside Carolina February 2012 - April 2013
Sports Media Challenge February 2012 - December 2012
Edward Jones August 2010 - January 2012
North Carolina General Assembly May 2009 - August 2009
Skills
Marketing, Social Media, Unicycle, Twitter, Series 7, Public Speaking, Financial Modeling, Origami, Blogging, Financial Analysis, Sports Writing, Facebook, AP Style, Finance, Sponsorship, Press Releases
Education
Northwestern University 2013 — 2013
M.S., Journalism
University of North Carolina at Chapel Hill 2006 — 2010
B.A., History, Political Science
Charlotte Country Day School
High School
Raquel D's Edward Jones Experience December 2012 - February 2013
Job Mortgage Loan Processor/Underwriter/Closer
Industry Banking
Experience
Members First Credit Union September 2014 - Present
Members First Credit Union March 2014 - September 2014
Hantz Group October 2013 - January 2014
Graff Chevrolet March 2013 - July 2013
Edward Jones December 2012 - February 2013
Silpada Designs October 2011 - October 2012
Nevill Supply September 2005 - April 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Event Planning, Time Management, Budgets, Financial Analysis, Customer Satisfaction, Sales, Team Leadership, Social Media Marketing, Marketing Strategy, Finance, Marketing
Education
Northwood University 2007 — 2011
BBA, Dual Major: Banking and Finance/Business Management - Dual Minor: International Business, Economics
Members First Credit Union September 2014 - Present
Members First Credit Union March 2014 - September 2014
Hantz Group October 2013 - January 2014
Graff Chevrolet March 2013 - July 2013
Edward Jones December 2012 - February 2013
Silpada Designs October 2011 - October 2012
Nevill Supply September 2005 - April 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Event Planning, Time Management, Budgets, Financial Analysis, Customer Satisfaction, Sales, Team Leadership, Social Media Marketing, Marketing Strategy, Finance, Marketing
Education
Northwood University 2007 — 2011
BBA, Dual Major: Banking and Finance/Business Management - Dual Minor: International Business, Economics
Kenneth Liaw's Edward Jones Experience CEOTRIMEGAH CIPTA DINAMIKA, PTJanuary 1997 - December 2007
Job Financial Advisor and Wealth Management at Edward Jones
Industry Financial Services
Experience
Edward Jones CEOTRIMEGAH CIPTA DINAMIKA, PTJanuary 1997 - December 2007
Education
Oklahoma State University 1985 — 1988
B Sc., Business Administration
Edward Jones CEOTRIMEGAH CIPTA DINAMIKA, PTJanuary 1997 - December 2007
Education
Oklahoma State University 1985 — 1988
B Sc., Business Administration
Chris Wiederhold's Edward Jones Experience February 2006 - June 2008
Job Client Service Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2008 - Present
Edward Jones February 2006 - June 2008
Gallagher Benefit Services January 1995 - December 2005
Skills
Insurance, Financial Services, Securities, Retirement, Investments, Mutual Funds, Health Insurance
Education
Northwood University 1990 — 1992
Associates degree, Automotive Marketing Management
Raymond James Financial Services, Inc. June 2008 - Present
Edward Jones February 2006 - June 2008
Gallagher Benefit Services January 1995 - December 2005
Skills
Insurance, Financial Services, Securities, Retirement, Investments, Mutual Funds, Health Insurance
Education
Northwood University 1990 — 1992
Associates degree, Automotive Marketing Management
Andrea Prevo's Edward Jones Experience September 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2009 - Present
Flagstar Bank January 2008 - September 2009
Flagstar Bank May 2006 - January 2008
Comerica Bank May 2003 - May 2006
Education
Oakland University 2001 — 2006
Bachelor's degree of Arts and Sciences, Communication
Edward Jones September 2009 - Present
Flagstar Bank January 2008 - September 2009
Flagstar Bank May 2006 - January 2008
Comerica Bank May 2003 - May 2006
Education
Oakland University 2001 — 2006
Bachelor's degree of Arts and Sciences, Communication
Paula Smude's Edward Jones Experience October 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones October 2012 - Present
The Hartford 2001 - 2012
RBC Wealth Management August 1995 - October 1999
Skills
Sales, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investments
Education
The American College 1998 — 2007
ChFC, Financial Planning and Services
Northwestern University 1985 — 1989
Bachelor's degree, Human Development Social Policy
Edward Jones October 2012 - Present
The Hartford 2001 - 2012
RBC Wealth Management August 1995 - October 1999
Skills
Sales, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investments
Education
The American College 1998 — 2007
ChFC, Financial Planning and Services
Northwestern University 1985 — 1989
Bachelor's degree, Human Development Social Policy
Alex Permenter's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Stadium People May 2014 - August 2014
Distant Lands Coffee Roasters May 2011 - August 2011
AFAD Graphics May 2007 - August 2010
Skills
Excel, AutoCAD, Corel Draw, Investments, Analysis, Stata, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Windows
Education
Northwood 2009 — 2013
Bachelor's degree in Management, Banking and Finance, Economics, International Business
Northwood University 2009 — 2013
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Northwood University 2009 — 2013
Bachelors, Banking and Finance 2013
Edward Jones May 2014 - Present
Stadium People May 2014 - August 2014
Distant Lands Coffee Roasters May 2011 - August 2011
AFAD Graphics May 2007 - August 2010
Skills
Excel, AutoCAD, Corel Draw, Investments, Analysis, Stata, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Windows
Education
Northwood 2009 — 2013
Bachelor's degree in Management, Banking and Finance, Economics, International Business
Northwood University 2009 — 2013
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Northwood University 2009 — 2013
Bachelors, Banking and Finance 2013
Frank Roccaforte's Edward Jones Experience November 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1996 - Present
Knights of Columbus June 1983 - June 1996
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Process Improvement, Mutual Funds, Investment Advisory, Uniform Combined State..., Asset Allocation, Fixed Annuities, Strategic Financial..., Financial Advisory, Investment Strategies, IRAs, Investments, Series 63
Education
Northwestern State University
BA, General Studies
Edward Jones November 1996 - Present
Knights of Columbus June 1983 - June 1996
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Process Improvement, Mutual Funds, Investment Advisory, Uniform Combined State..., Asset Allocation, Fixed Annuities, Strategic Financial..., Financial Advisory, Investment Strategies, IRAs, Investments, Series 63
Education
Northwestern State University
BA, General Studies
Heather Herr's Edward Jones Experience September 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
A1 Organics December 2008 - August 2011
RuSport October 2005 - December 2008
Education
Oklahoma Christian University 2005 — 2006
Master of Business Administration (MBA), Finance, General
Oklahoma State University 1993 — 1998
BS, Agricultural Economics and Accounting
Edward Jones September 2011 - Present
A1 Organics December 2008 - August 2011
RuSport October 2005 - December 2008
Education
Oklahoma Christian University 2005 — 2006
Master of Business Administration (MBA), Finance, General
Oklahoma State University 1993 — 1998
BS, Agricultural Economics and Accounting
Paul DeStefanis's Edward Jones Experience January 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Edward Jones July 2011 - December 2014
Abercrombie & Fitch March 2006 - July 2011
Skills
Series 7, Microsoft Office
Education
Oakland University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones January 2015 - Present
Edward Jones July 2011 - December 2014
Abercrombie & Fitch March 2006 - July 2011
Skills
Series 7, Microsoft Office
Education
Oakland University
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