Edward Jones

Industry: Investment company

Description

Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)

Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Edward Jones Salaries. You can even request information on how much does Edward Jones pay if you want to. Learn about salaries, pros and cons of working for Edward Jones directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Edward Jones Employees

Employee
Years
Job
Industry
Eric Sundstrom Eric Sundstrom Corvallis, Oregon Area Details
Eric Sundstrom's Edward Jones Experience 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones   2014 - Present
Smile Photo Booth   June 2010 - December 2013
Unified Insurance Group   February 2005 - March 2013
Mosaic Relevance Marketing   August 2004 - November 2004

Skills
Marketing Strategy, Sales Operations, Non-profit Program..., Event Management, Corporate Events, Coordinating Events, Event Producing, Relationship Marketing, Marketing, Cold Calling, Public Relations, Event Planning, Customer Service, Sales, Entrepreneurship, B2B, Fundraising, Team Building, Volunteer Management, Training, Leadership, Time Management, Email Marketing, Budgets, Social Media, Strategic Planning, Social Networking

Education
Oregon State University   1999 — 2004
Business, Marketing

Oregon State University   1999 — 2004
Bachelor of Science, Business; Marketing

Evan Wilcox Evan Wilcox Portland, Oregon Area Details
Evan Wilcox's Edward Jones Experience June 2008 - May 2012
Job Demo Manager at Windells Camp
Industry Sports
Experience
Windells Camp  May 2014 - Present
Backcountry.com  October 2013 - May 2014
Windells Camp  June 2013 - August 2013
Brighton Resort  November 2012 - May 2013
Windells Camp  May 2012 - November 2012
Edward Jones   June 2008 - May 2012
Timberline Lodge  June 2011 - August 2011
American Family Insurance  June 2006 - September 2006
Lawn Mowing and Vacation Service   March 2001 - October 2005

Skills
Snowboarding, Management, International Business, Social Media, Customer Service, Entrepreneurship, Sales, Marketing, Investments, Building Relationships, Microsoft Excel, PowerPoint, Microsoft Office, Sales Management, Recruiting, Nonprofits

Education
Vienna University of Economics and Business Administration   2011 — 2011
Option in International Business, International Business

Oregon State University   2008 — 2011
Management, Business

Wilsonville High School   2004 — 2008

Christian Casey Christian Casey Leander, Texas Details
Christian Casey's Edward Jones Experience June 2015 - Present
Job Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2015 - Present
Zannotti's Wine Bar   January 2015 - August 2015
Statistics Learning & Instuctional Center   August 2014 - December 2014
Staples  June 2014 - November 2014
Cedar Park Swim Team   May 2011 - August 2013
Life Time Fitness  May 2011 - August 2013
Life Time Fitness  May 2011 - August 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Investments, Teamwork, Customer Service, Event Planning, Leadership, Public Speaking, Time Management, Facebook

Education
Oklahoma State University   2012 — 2016
Bachelor of Science (BS), Finance & Economics

Jessica Griser Jessica Griser Colorado Springs, Colorado Details
Jessica Griser's Edward Jones Experience July 2014 - Present
Job MPA Student at University of Colorado Colorado Springs
Industry Public Relations and Communications
Experience
Edward Jones   July 2014 - Present
University of Colorado Colorado Springs  December 2013 - June 2014
Wells Fargo  November 2012 - December 2013
University of Colorado at Colorado Springs  August 2010 - December 2013
Red Robin  October 2011 - April 2013
U.S. Army   February 2005 - April 2013
Advocare  February 2010 - January 2013
Funeral Honors   September 2009 - September 2010
Lockheed  March 2007 - January 2009
Onondaga Community College  2006 - 2009

Skills
Military, Security Clearance, Customer Service, Public Speaking, Time Management, Data Entry, People-oriented, Leadership, Training, Security, PowerPoint, Human Resources, Research, Sales, Video Production, Team Building, Leadership Development, Team Leadership, Employee Training, Army, Critical Thinking, Conflict Resolution, Military Experience, System Administration, Video, Social Networking, Strategic Planning, Inventory Management, Teamwork, Community Outreach, Event Planning, Technical Writing, Facebook, Microsoft Office, Microsoft Word, Telephone Skills, Microsoft Excel, Wedding and Event..., Public Relations, Analysis, Management, Project Planning, Event Management, Strategic Communications

Education
University of Colorado Colorado Springs   2014 — 2015
Master's Degree, Master of Public Administration

University of Colorado Colorado Springs   2011 — 2013
Bachelors, Organizational & Strategic Communication, Leadership Minor

Wedding Institute   2013 — 2013
Wedding & Event Planning Certification

Wedding Institute   2013 — 2014
Green Wedding Planning

Onondaga Community College   2006 — 2009
Associates, Mass Media Communications

Falcon High School   2001 — 2004
Diploma

Shad Shriver Shad Shriver Grants Pass, Oregon Details
Shad Shriver's Edward Jones Experience October 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   October 2006 - Present
ESAM Inc.   July 1998 - October 2006

Skills
Roth IRA, 401k Rollovers, Long Term Care Insurance, Certificates of Deposit, Bonds (Municipal,..., Annuities (Fixed,..., Mutual Funds, Portfolio Review, Stocks, Life Insurance (Term..., Roth IRAs, Traditional IRAs, Business Retirement..., Education Savings

Education
Oregon Institute of Technology   1992 — 1998
Bachelor's degree, Industrial Manament

Showalter Jeff Showalter Jeff Batesville, Arkansas Details
Showalter Jeff's Edward Jones Experience January 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 1994 - Present

Education
Ouachita Baptist University   1979 — 1981

Jack Lippert Jack Lippert San Francisco Bay Area Details
Jack Lippert's Edward Jones Experience July 2012 - August 2012
Job Park Ranger 2 at County of San Mateo
Industry Recreational Facilities and Services
Experience
County of San Mateo  June 2013 - Present
Lippert Brewing   January 2008 - Present
San Mateo County Parks   June 2008 - January 2013
Edward Jones   July 2012 - August 2012

Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Outlook, Public Speaking, Research, Fundraising, Community Outreach, Time Management, Event Planning, Management, Social Networking, Program Management

Education
Oregon State University   2008 — 2013
Bachelors of Sciece, Finance

Oregon State University   2008 — 2013
Bachelor, Science Finance Emphasis

Junipero Serra High School   2004 — 2008
High School Diploma

Daniel Danny Rivers Daniel Danny Rivers Camden, Arkansas Details
Daniel Danny Rivers's Edward Jones Experience 1985 - 2001
Job Senior Financial Advisor at Rivers Investment Management
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network  2001 - Present
Edward Jones   1985 - 2001

Skills
Financial Advisory, Investment Planning, Retirement Planning, IRA and 401K Rollovers, Estate Investment..., Asset Allocation, Multi-Generational..., Securities, Risk Management, Investments, Investment Management, Retirement

Education
Union University   1982 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Oral Roberts University   1979 — 1982
Undergraduate, General Studies

Kyle Tegner Kyle Tegner Corvallis, Oregon Area Details
Kyle Tegner's Edward Jones Experience February 2006 - November 2006
Job Experienced Event Rental & Planning Professional
Industry Events Services
Experience
Special Occasions  January 2014 - Present
Special Occasions  November 2003 - December 2013
Edward Jones   February 2006 - November 2006
US Forest Service  June 2005 - September 2005

Skills
Event Planning, Wedding Planning, Business Management, Expos, Corporate Events, Party Planning, Operations Management, Microsoft Office, Adobe Creative Suite, Project Management, Human Resources, Business Development, Time Management, New Business Development, Event Management, Sales

Education
Oregon State University   2003 — 2005
BS, Forestry

The University of Montana   2003 — 2003

Jake Voss Jake Voss Enid, Oklahoma Details
Jake Voss's Edward Jones Experience May 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2007 - Present

Skills
Retirement Planning, Series 7, Investments, Retirement, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Beef Cattle, Contract Farming, Wheat

Education
Oklahoma State University   2004 — 2007
Bachelor's degree, Agricultural Economics

Larry Wankel Larry Wankel Greater St. Louis Area Details
Larry Wankel's Edward Jones Experience 2003 - 2008
Job Supervision Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2011 - Present
Wells Fargo Advisors  November 2008 - October 2011
Edward Jones   2003 - 2008

Education
Olivet Nazarene University
BA, Management

Southern Illinois University, Carbondale
MBA, Management Information Systems

Cindy Reidy Cindy Reidy Vancouver, Washington Details
Cindy Reidy's Edward Jones Experience March 2014 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones   March 2014 - Present
Bay Equity, Summit Mortgage, and Wells Fargo: 2011-13; Bank of America/Countrywide: 1997-2011   July 1983 - January 2014

Skills
Financial Advisory, Portfolio Management, Stocks, Mutual Funds, Bonds, Financial Regulation, Financial Analysis, Life Insurance, Long Term Care Insurance, Long-term disability..., Fixed Annuities, Variable Annuities, Mortgage Lending, FHA, Loans, Loan Origination, VA loans, FHA financing, Residential Mortgages, Construction Loans, Consumer Lending, Customer Service, Investment Properties, Certified Mortgage..., Non-Conforming, Home Equity Loans, Real Estate, Mortgage Underwriting, Loan Servicing, Training, FNMA, Financial Risk, Microsoft Office, Operations Management, Auditing, Investment Property..., Due Diligence, Performance Reviews, 10 Key, Fax, Computer Proficiency, Compliance, Problem Solving, International Relations, Overseas Experience, Restructuring, Community Service, Cultural Diversity, Operational Excellence, Internet

Education
USC   1987 — 1988
Graduate credits in Systems Management and Organizational Behavior

UC Davis   1984 — 1986
Bachelor of Arts (B.A.), International Relations: Trade and Finance; World Politics; Economics

University of the Philippines   1982 — 1983
UP Clark Air Base (For active-duty US Military, US Federal Employees, and their dependents)

Olympic College   1981 — 1982
General Studies

George Dewey High School   1980 — 1981
Graduated High School with Honors, Department of Defense Dependents School, Subic Bay Naval Base, Philippines

Olympic High School   1979 — 1980
National Honor Society (Bremerton, Washington; Kitsap County; Olympic Peninsula)

Joe Combest Joe Combest Duncan, Oklahoma Details
Joe Combest's Edward Jones Experience October 1992 - July 1999
Job Owner
Industry Financial Services
Experience
Self-employed  July 1999 - Present
Raymond James Financial Inc.  July 1999 - July 2005
Edward Jones   October 1992 - July 1999
Army National Guard  March 1988 - June 1999
TEAM Environmental LLC  February 1990 - June 1992

Skills
Strategic Financial..., Investments, Fixed Annuities, IRAs, Retirement, Financial Planners, 401k, Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Wealth, Wealth Management, Estate Planning, Asset Management

Education
University of California, Riverside   1999 — 2000
Personal Financial Planning

University of Oklahoma   1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General

Oklahoma State University   1977 — 1982
Bachelor's degree, Geology/Earth Science, General

Duncan High School   1974 — 1977

James Hutson James Hutson Stillwater, Oklahoma Details
James Hutson's Edward Jones Experience January 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Investment Management
Experience
Edward Jones   January 2015 - Present
Edward Jones   May 2014 - Present
Great Plains National Bank  May 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Banking, Financial Analysis, Corporate Finance, Economics, Financial Modeling, Teamwork, Time Management, Public Relations, Social Media, Social Networking, Public Speaking, Research

Education
Oklahoma State University   2012 — 2016
Agribusiness/ Agricultural Communications

Kelly Yandell Kelly Yandell Phoenix, Arizona Area Details
Kelly Yandell's Edward Jones Experience July 2010 - January 2011
Job Trainer
Industry Insurance
Experience
Aetna  November 2014 - Present
Fiserv  October 2014 - November 2014
Queen Creek Unified School District  July 2014 - October 2014
Legacy Traditional Schools   January 2014 - May 2014
Insight  January 2011 - January 2014
Edward Jones   July 2010 - January 2011
Edward Jones   2006 - 2008
Blue Shield of California  1986 - 2003

Skills
Training, Applicant Tracking..., Coaching, Team Leadership, Cross-functional Team..., New Business Development, Sales Process, Customer Service, Salesforce.com, Leadership, Recruiting, Cold Calling, Leadership Development, Direct Sales, Curriculum Design, Team Building, Sales, Management, Business Development, Account Management, Employee Training, Performance Management, CRM, Call Centers, Human Resources, Talent Acquisition, Customer Retention, Employee Relations

Education
Ottawa University
Bachelor of Arts, Elementary Education

Jackie Haines Jackie Haines Duncan, Oklahoma Details
Jackie Haines's Edward Jones Experience August 2008 - August 2011
Job Marketing/Business Development Associate at Halliburton Employees' Federal Credit Union
Industry Banking
Experience
Halliburton Employees Federal Credit Union  August 2011 - Present
Edward Jones   August 2008 - August 2011
Chickasaw Telephone Company   August 2007 - June 2008
Enterprise Rent-A-Car  January 2007 - August 2007

Skills
Fundraising, Budgets, Public Speaking, Economic Development, Entrepreneurship, Customer Service, Research, Leadership Development, Program Development, Strategic Planning, Public Relations, Marketing Strategy, Community Development, Leadership, Marketing, Media Relations, Team Building, Marketing Communications, Social Media Marketing, Non-profits, Small Business, Program Management, Community Outreach, Event Management, Volunteer Management, Social Media, Project Planning, Social Networking, Proposal Writing, Event Planning, Email Marketing, Newsletters, Copywriting, Creative Writing, Press Releases, Organizational..., Credit Unions, Grants, Contract Negotiation, Administration, Team Leadership, Policy Analysis, Business Development, Government, Project Management, Grant Writing, Management, Nonprofits, Microsoft Office, Sales

Education
Oklahoma State University   2005 — 2007
Bachelors, Agricultural Communications

NEO A&M College, Miami, OK   2003 — 2005
Associates, Agricultural Communications

George T. Christopoulos George T. Christopoulos Arlington Heights, Illinois Details
George T. Christopoulos's Edward Jones Experience March 1992 - September 1999
Job Wealth Advisor at 72 Financial
Industry Financial Services
Experience
72 Financial   June 2013 - Present
Athena Investment Group   September 1999 - June 2013
Edward Jones   March 1992 - September 1999
MIDAM Commodity Exchange   October 1989 - March 1992
Cambridge Homes  July 1987 - October 1989

Skills
Retirement Planning, Investments, Financial Services, Financial Advisory, Securities, Wealth, Asset Allocation, Wealth Management, Portfolio Management, IRAs, Roth IRA, Strategic Financial..., 401k Rollovers

Education
Oklahoma State University   1975 — 1978

Cathey Fisher Cathey Fisher Tulsa, Oklahoma Area Details
Cathey Fisher's Edward Jones Experience March 2007 - April 2012
Job Vice President, T. S. Phillips Investments
Industry Financial Services
Experience
T. S. Phillips Investments Inc.   April 2012 - Present
Edward Jones   March 2007 - April 2012
Dillards  1990 - 2007
Wender Products   1988 - 1990
Holley House of Texas   1980 - 1987

Skills
Customer Service, Retirement Planning, Strategic Financial..., Cash Management, Strategic Planning, Series 7, Forecasting, Event Planning, Wealth Management, Retirement, Investment Advisory, Mutual Funds, IRAs, 401k Rollovers, Finance, Investments, Financial Planning, Leadership

Education
Oklahoma State University   1972 — 1976
Bachelor of Science, Fashion Merchandising

Will Rogers High School

Patrick Chanod Jr. Patrick Chanod Jr. Greater New York City Area Details
Patrick Chanod Jr.'s Edward Jones Experience May 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Middletown Township  December 2012 - Present
Edward Jones   May 2005 - Present
Northern Monmouth County Chamber of Commerce   2008 - 2011

Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Series 7, Retirement, Wealth Management, Finance, Fixed Annuities, Estate Planning, Customer Service, Bonds, Investment Advisory, Financial Advisory, Series 63, Long-term Care, Insurance, Strategic Planning, 401k, Small Business, Investment Strategies, Leadership, Public Speaking, Sales, Strategic Financial..., Life Insurance, Portfolio Management

Education
Pace University
BA, Finance

Micah Klumb Micah Klumb Tulsa, Oklahoma Area Details
Micah Klumb's Edward Jones Experience September 2012 - May 2013
Job Unemployed
Industry Financial Services
Experience
Sutterfield Financial   January 2014 - July 2014
Edward Jones   September 2012 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, English, Analysis, Financial Analysis

Education
Oklahoma Wesleyan University   2010 — 2014
Financial Economics

Don Carter Don Carter Greater St. Louis Area Details
Don Carter's Edward Jones Experience December 2014 - Present
Job Senior Leadership Development Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2014 - Present
MasterCard Worldwide  February 2010 - December 2014
MasterCard  November 2006 - February 2010
U.S. Bank   March 2001 - November 2006
Bank of America  September 1992 - March 2001
Mercantile Bank  May 1987 - August 1992

Skills
Talent Management, Training, Employee Engagement, College Recruiting, Employee Training, Vendor Management, Team Building, Cross-functional Team..., Performance Improvement, Career Development, Interviews, Employee Benefits, Retail, Human Resources, Applicant Tracking..., Organizational Design, Leadership Development, Team Management, Deferred Compensation, Change Management, Organizational..., Succession Planning, HRIS, HR Policies, Strategy, Organizational..., Executive Coaching, Performance Management, Teamwork, Onboarding, Leadership, Performance Appraisal, Management, HR Consulting, Employment Law, Employee Relations, Benefits Administration, Business Analysis, Conflict Resolution, Hiring, Talent Acquisition, Coaching, Sourcing, Program Management, Process Improvement, Technical Recruiting, Workshop Facilitation, Personnel Management, Strategic Planning, Workforce Planning

Education
Ottawa University
Master's Degree, Human Resources

Ottawa University
Bachelor's Degree, Business Administration

Tyler David Tyler David Boise, Idaho Area Details
Tyler David's Edward Jones Experience August 2014 - Present
Job Client's first!
Industry Investment Management
Experience
Edward Jones   August 2014 - Present
U.S. Bank   December 2012 - August 2014
American InterContinental University  February 2011 - November 2012
Play It Again Sports  June 2009 - February 2011
Oregon State University Men’s Basketball   October 2008 - June 2010
Staples  May 2005 - October 2008

Skills
Sales and Customer..., Training, Coaching, Teaching, Leadership, Sales, Customer Service, Recruiting, Leadership Development, Interviews, Higher Education, Resume Writing, Staff Development, Adult Education, Team Building, Microsoft Office, Social Networking, Outlook, Career Counseling, PowerPoint, Research, Microsoft Word, Social Media, Microsoft Excel, Marketing, Team Leadership, Teamwork, Student Affairs, Account Management, Change Management, Customer Satisfaction, Admissions

Education
Oregon State University   2005 — 2010
Bachelor of Arts (B.A.), History

Ontario High School   2001 — 2005
High School Diploma, General

Katie Koontz Katie Koontz Greater Seattle Area Details
Katie Koontz's Edward Jones Experience December 2009 - February 2011
Job Revenue Agent at Department of Revenue
Industry Civic & Social Organization
Experience
Washington State Department of Revenue  December 2014 - Present
Division of Child Support   March 2013 - January 2015
Expeditors  February 2011 - March 2013
Edward Jones   December 2009 - February 2011

Skills
Customer Service, Process Improvement

Education
Pacific Lutheran University   2005 — 2009
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Vince Truax Vince Truax Central Point, Oregon Details
Vince Truax's Edward Jones Experience September 2009 - June 2012
Job Pharmaceutical Sales Reprentative Truax Pharma Svcs. LLC
Industry Pharmaceuticals
Experience
TruaxPharma Svcs LLC   November 2013 - Present
Self-employed  July 2012 - December 2012
Edward Jones   September 2009 - June 2012
Truax Financial Services   January 2008 - September 2009
King Pharmaceuticals  July 2007 - December 2007
Professional Detailing Inc  August 2001 - December 2006

Skills
B2B, Client Development, Manage Client..., New Business Development, Performance Improvement, Territory Optimization, Territory..., Customer Satisfaction, Sales Operations, Pharmaceutical Sales, Portfolio Management, Pharmaceutical Industry, Strategy, Customer Service, Marketing, Investments, Sales, Finance, Strategic Planning

Education
Beaverton HS

Oregon State University
Bachelor's degree, Business Administration and Management, General

Oregon State University
Bachelor of Science (B.S.), Marketing/Marketing Management, General

Adam Hardesty Adam Hardesty Oklahoma City, Oklahoma Details
Adam Hardesty's Edward Jones Experience January 2014 - May 2014
Job Accountant at Chesapeake Energy
Industry Oil & Energy
Experience
Chesapeake Energy  November 2014 - Present
Phillips 66  May 2014 - August 2014
Edward Jones   January 2014 - May 2014
Oklahoma Wesleyan University  August 2013 - May 2014
Oklahoma Wesleyan University  August 2011 - May 2014
Kanakuk Kamp K2   May 2012 - July 2012
Hardesty Farm and Fertilizer   April 2004 - January 2012

Skills
Teaching, Procurement, Adult Education, Public Speaking, Higher Education, Administration, Leadership, Teamwork, Research

Education
Oklahoma Wesleyan University   2010 — 2014

Oklahoma Wesleyan University   2010 — 2014
B.S, Financial Economics

Oklahoma Wesleyan University   2010 — 2014
B.S, Mathematics

Daniel Levine Daniel Levine Tulsa, Oklahoma Area Details
Daniel Levine's Edward Jones Experience April 2013 - May 2013
Job Analyst at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma  May 2013 - Present
Edward Jones   April 2013 - May 2013
Oklahoma State University Foundation  May 2011 - May 2012

Skills
Microsoft Office, Marketing Strategy, Strategic Planning, Direct Sales, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Finance, Event Planning, Public Speaking, Time Management, Marketing, Social Networking, Accounting, Facebook, Sales, Fundraising, Leadership, Mortgage Lending, Teamwork, Analysis, Data Analysis, Financial Analysis, Inventory Management, Management, Market Research, Social Media

Education
Oklahoma State University   2009 — 2013
Marketing and Management, Business Administration and Management, General, 3.4

Bishop Kelley High School   2004 — 2008
3.2

Lori Fraraccio Lori Fraraccio North Palm Beach, Florida Details
Lori Fraraccio's Edward Jones Experience August 2005 - May 2010
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2010 - Present
Edward Jones   August 2005 - May 2010
Prudential Financial  October 2000 - April 2003
Merrill Lynch  August 1999 - October 2000

Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities

Education
Palm Beach State College   2011 — 2013
Associate of Arts (AA)

Palm Beach Gardens High School

Palm Beach State College
Associate of Arts (AA)

Jason Beswick Jason Beswick Greater New York City Area Details
Jason Beswick's Edward Jones Experience November 2006 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2006 - Present
Northern Highlands Regional High School  November 2003 - Present
Dreyfus  May 2004 - October 2006
Prudential Financial  August 1998 - March 2004

Education
Pace University - Lubin School of Business   1999 — 2002
Master of Business Administration (M.B.A.), Finance, General

State University of New York College at Oswego   1994 — 1998
Bachelor of Business Administration (B.B.A.)

Chris McClay Chris McClay Graham, North Carolina Details
Chris McClay's Edward Jones Experience January 2012 - August 2012
Job Insurance Producer at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  May 2014 - Present
Edward Jones   January 2012 - August 2012
Town of Chapel Hill, NC  July 2007 - December 2011
Valet Park International   May 1989 - July 2007
United States Air Force  February 1995 - November 1999

Education
Wesley College   2002 — 2005
Bachelor of Applied Science (BASc), Management

Palm Beach State College   2000 — 2002
Associate of Arts (A.A.), Biology, General

Jared Tjaden Jared Tjaden Portland, Oregon Area Details
Jared Tjaden's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2015 - Present
S.A. Piazza & Associates, LLC.   May 2014 - June 2015
Take Shape For Life  September 2012 - January 2015
DealerPeak  March 2013 - February 2014
United States Marine Corps Reserves  January 2004 - May 2013
Outback Steakhouse  August 2007 - November 2008
PDX Home Tours   September 2006 - January 2008

Skills
Microsoft Office, Visio, PowerPoint, Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, Access, Microsoft Publisher, Visual Studio, Process Improvement, C#, Critical Thinking, Computer Hardware, Technical Writing, Inventory Management, Military, Leadership, Public Speaking, Tactical Communications, Team Building, Training, Team Leadership, Marine Corps, Leadership Development, OS X, COMSEC, Data Analysis, Excel Dashboards, SQL, Mac OS X, Communication Skills, SSIS, SSDT 2012, Management, Time Management, Security Clearance, Microsoft SQL Server, Program Management, Troubleshooting, Analysis, Customer Service, Military Experience, Operational Planning, Security

Education
Oregon State University   2008 — 2012
Bachelor's of Science, Business Information Systems

Sam Barlow

Ryan Garrett Ryan Garrett South Boston, Virginia Details
Ryan Garrett's Edward Jones Experience October 1985 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   October 1985 - Present

Education
Warren Wilson College   1981 — 1983
Bachelor of Science (BS), Social Sciences

Olivet College   1979 — 1981

Andrew Stolz Andrew Stolz Tacoma, Washington Details
Andrew Stolz's Edward Jones Experience September 2009 - June 2010
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon  July 2013 - Present
Stolz & Associates, PS   June 2011 - August 2013
Edward Jones   September 2009 - June 2010
Russell Investments  March 2009 - May 2009
American Seafoods  May 2008 - July 2008
Green River Community College  June 2007 - August 2007

Education
Passed Level II of the CFA Program   2015 — 2015
June

Pacific Lutheran University - School of Business   2012 — 2013
Master of Science in Finance (MSF), Finance, General

Pacific Lutheran University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Adam Wade Adam Wade Colorado Springs, Colorado Area Details
Adam Wade's Edward Jones Experience May 2006 - June 2011
Job Financial Advisor at Integrated Financial Wellness, LLC
Industry Financial Services
Experience
Integrated Financial Wellness   May 2014 - Present
Merrill Lynch  June 2011 - May 2014
Edward Jones   May 2006 - June 2011
Hewlett-Packard  April 2004 - May 2006
T. Rowe Price  May 2000 - April 2004

Skills
Social Security, Personal Pensions, Retirement Income..., Cash Flow Analysis, Budgeting, Goals-Based Investing, Retirement Solutions, 401k Rollovers, IRAs, Strategic Financial..., Wealth Management, Estate Planning, Qualified Retirement..., Financial Planning

Education
Olivet Nazarene University   1995 — 1999
Bachelor of Arts (B.A.), Finance & Economics

Richard McCaffrey Richard McCaffrey Dallas/Fort Worth Area Details
Richard McCaffrey's Edward Jones Experience May 2003 - November 2004
Job Top Sales Professional
Industry Pharmaceuticals
Experience
Merck  May 2006 - Present
VENTIV HEALTH  November 2004 - May 2006
Edward Jones   May 2003 - November 2004
CSC INDEX/THE CONCOURS GROUP   June 1997 - June 2002
EDS  May 1995 - June 1997
Abbott Laboratories  January 1991 - January 1995
US Navy  May 1983 - October 1990

Skills
Sales, Management, Insurance, Customer Service, Microsoft Office, Securities, Management Development, Navy, Leadership, Training, Business Analysis, Project Planning, Sales Operations, Endocrinology, Process Improvement, Neurology, CRM, Coaching, Team Building, New Business Development, Allergy, Sales Management, Pulmonology, Product Launch, Sales Process, Business Strategy, Negotiation, Key Account Management, Contract Negotiation, Business Development, Business Planning, B2B, Account Management, Budgets, Change Management, Selling, Strategic Planning, Healthcare, Strategy, Cross-functional Team..., Cardiology, Executive Management, Team Leadership, Urology, Diabetes, Forecasting, Direct Sales, Pharmaceutical Sales, Marketing Strategy, Outsourcing

Education
Old Dominion University   1992 — 1995
MBA, Sales & Marketing

Purdue University   1979 — 1983
BSIM, Management

KayDee Cole, CFP® KayDee Cole, CFP® Corvallis, Oregon Area Details
KayDee Cole, CFP®'s Edward Jones Experience June 2005 - September 2010
Job Financial Planner helping people set and reach their personal financial goals
Industry Financial Services
Experience
Clarity Wealth Development, LLC   November 2010 - Present
Corvallis Chamber of Commerce   2011 - 2012
Edward Jones   June 2005 - September 2010
Rotary  2000 - 2010
leadership corvallis  2007 - 2007
Stargazer Premier Florist   January 2000 - June 2005
national agricultural statistics service  1989 - 1996

Education
Oregon State University   1985 — 1989
Bachelor of Science (BS), Agricultural Resourse Economics

corvallis high school   1981 — 1985

Emily Flesher Emily Flesher Dallas/Fort Worth Area Details
Emily Flesher's Edward Jones Experience April 2012 - Present
Job Branch Office Manager
Industry Financial Services
Experience
Edward Jones   April 2012 - Present
Technisource  March 2010 - June 2011
Barnes and Noble  2009 - 2010
Oral Roberts University  January 2006 - December 2008
Oral Roberts University  October 2006 - October 2008
First Command Financial Planning  2003 - 2007

Education
Oral Roberts University   2005 — 2008
Bachelor of Arts, Psychology, Business

Ocean County College

Kayla Matthews Kayla Matthews Wichita Falls, Texas Details
Kayla Matthews's Edward Jones Experience March 2014 - Present
Job Branch office administrator with Edward Jones financial investments
Industry Financial Services
Experience
Edward Jones   March 2014 - Present
Wells Fargo Advisors  January 2013 - November 2013

Education
Oklahoma State University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

University of Tulsa

Kyle French Kyle French Tulsa, Oklahoma Details
Kyle French's Edward Jones Experience July 2010 - December 2010
Job Cushing Terminal Accountant SemGroup/RoseRock
Industry Oil & Energy
Experience
Rose Rock Midstream  April 2015 - Present
Phillips 66  January 2012 - April 2015
Oklahoma State University Foundation  April 2011 - December 2011
Edward Jones   July 2010 - December 2010
Premier Advisors Group   April 2010 - July 2010

Education
Oklahoma State University   2007 — 2011
Bachelor's degree, Accounting and Finance

Kevin Wall Kevin Wall Syracuse, New York Area Details
Kevin Wall's Edward Jones Experience October 2008 - April 2012
Job Training Consultant at Dale Carnegie Training of CNY
Industry Professional Training & Coaching
Experience
Fulfilled Purpose   March 2010 - Present
The Four Walls   March 2002 - August 2015
Dale Carnegie Training of CNY   July 2014 - May 2015
Syracuse Media Group  March 2014 - May 2014
Edward Jones   October 2008 - April 2012
Honeywell  January 2008 - October 2008
Hand Held Products  2006 - 2008
CXtec  March 2005 - March 2006
AT&T  February 2003 - February 2005

Skills
Channel, Marketing, Online Advertising, Retail, Direct Sales, Account Management, Product Marketing, Sales Management, Competitive Analysis, New Business Development, Solution Selling, Sales, Salesforce.com, Forecasting, B2B, Sales Operations, Strategic Partnerships, CRM, Leadership, Cold Calling, Team Building, Sales Presentations, Business Planning, Business Development, Cross-functional Team..., Lead Generation, Team Leadership, Customer Service, Marketing Strategy, Strategic Planning, Strategy, Sales Process, Product Management, Selling, Business Strategy, Customer Retention, Start-ups, Management

Education
SUNY Empire State College   2002 — 2005

Onondaga Community College   1999 — 2002
AAS, Humanities

Michael P Wright CFP®, AAMS ® Michael P Wright CFP®, AAMS ® Enid, Oklahoma Area Details
Michael P Wright CFP®, AAMS ®'s Edward Jones Experience November 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 1998 - Present
Baird, Kurtz & Dodson, CPA's   June 1991 - October 1997

Skills
Insurance, Business Retirement..., Portfolio and..., Retirement Plan..., IRA's, Estate Considerations

Education
Oklahoma State University
B.S. in Accounting, Accounting

Oklahoma State University
Bachelor's degree in Accounting

Karli Beard Karli Beard Baton Rouge, Louisiana Area Details
Karli Beard's Edward Jones Experience April 2013 - Present
Job Karli Denae' Photography
Industry Photography
Experience
Edward Jones   April 2013 - Present
Karli Denae' Photography   September 2012 - Present

Skills
Photography, Digital Photography, Portrait Photography, Creativity, Craft, Event Photography, Wedding Photography, Fashion Photography, Photoshop, Image Editing, Videography, Video Editing, Digital Printing, Customer Service, Customer Satisfaction, Friendly Personality, Passionate about work, Passion for Success, Determination to Succeed, Satisfied Clients

Education
Southeastern Louisiana University   2011 — 2012

Our Lady of the Lake College   2010 — 2011

Clarissa Scarano Clarissa Scarano Highland Falls, New York Details
Clarissa Scarano's Edward Jones Experience February 2013 - October 2013
Job I can provide comprehensive financial strategies or focus on one specific area of need.
Industry Financial Services
Experience
MassMutual Financial Group  October 2013 - Present
Edward Jones   February 2013 - October 2013
Edward Jones   February 2011 - February 2012
Starbucks  March 2006 - February 2011

Education
Pace University   2011 — 2014
Bachelor's Degree, Professional Technology with a concentration in computer forensics

Laura Lechtenberg Laura Lechtenberg Edmond, Oklahoma Details
Laura Lechtenberg's Edward Jones Experience August 2009 - May 2010
Job Financial Analyst at ERYS, LLC
Industry Financial Services
Experience
ERYS, LLC   November 2011 - Present
Chesapeake Energy  September 2010 - November 2011
Central National Bank  June 2010 - August 2010
Edward Jones   August 2009 - May 2010

Skills
Accounting, Finance, Accounts Payable, Forecasting, Banking, QuickBooks, Microsoft Excel, Cash Management, Budgets, Strategic Planning, Analysis, Payroll

Education
Oklahoma State University
Bachelors of Science, Finance

Ponca City High School

Ray Horvath Ray Horvath Houston, Texas Area Details
Ray Horvath's Edward Jones Experience June 2006 - July 2008
Job Business Owner at Awesome Pawz Pet Care LLC
Industry Consumer Services
Experience
Awesome Pawz Pet Care LLC   November 2012 - Present
GM Custom Clothier   November 2010 - 2014
Astor and Black Custom Clothiers  August 2011 - August 2012
Merrill Lynch  July 2008 - August 2011
Edward Jones   June 2006 - July 2008
Blind Expo Inc   2004 - 2006
Miele  2003 - October 2004
Lancaster Distributing  2002 - 2003
Marcolin  2001 - 2002
Europa International Inc   1998 - 2001

Skills
Customer Service, Sales, Retail, Leadership, Executive Management, Public Speaking, Networking, Finance, Entrepreneurship, Marketing, Sales Operations, Strategic Planning, Business Planning, Key Account Management, Social Media, Sales Management, Social Media Marketing, Budgets, Management, Insurance, Financial Analysis, New Business Development, Portfolio Management, Microsoft Office, Direct Sales, Financial Advisory, Time Management, Social Networking, Training, Small Business, Strategic Financial..., Investments, Marketing Strategy, Cold Calling, Estate Planning, Coaching, Microsoft Excel, Team Leadership, Series 7, Direct Marketing, Account Management, Negotiation, Accounting, Apparel, Business Development, Team Building, Selling, Start-ups, Event Planning, Financial Planning

Education
Oklahoma State University   1979 — 1982
Business Management

John Marshall High School   1972 — 1976
Diploma, Music, Electronics

Kimberly Robison Killeen, MBA Kimberly Robison Killeen, MBA Colorado Springs, Colorado Area Details
Kimberly Robison Killeen, MBA's Edward Jones Experience February 2001 - May 2003
Job Materials Analyst at UTC Aerospace Systems
Industry Aviation & Aerospace
Experience
UTC Aerospace Systems  July 2015 - Present
Insitu, Inc.   July 2014 - July 2015
Insitu, Inc.   January 2012 - July 2014
Insitu, Inc.   June 2011 - January 2012
Cross Financial Management   October 2010 - June 2011
Walgreen Company  May 2003 - October 2010
Edward Jones   February 2001 - May 2003

Skills
Inventory Management, Purchasing, Vendor Management, Merchandising, Supervising, Scheduling, Hiring, Event Management, Customer Service, Problem Solving, Process Improvement, Pricing, Retail, Leadership, Analysis, Training, Procurement, Process Scheduler

Education
Willamette University - Atkinson Graduate School of Management   2009 — 2011
August 2011, Masters in Business Administration

Oregon State University   1995 — 2000
Bachelor of Science in Business Administration, Marketing, Management

Kristin R. Veare Kristin R. Veare Sacramento, California Area Details
Kristin R. Veare's Edward Jones Experience August 2007 - January 2011
Job Senior Associate at State Street
Industry Accounting
Experience
State Street  January 2013 - Present
DeVry University  November 2011 - August 2012
Woodbury Financial Services  January 2011 - November 2011
Edward Jones   August 2007 - January 2011
United States Navy  July 1999 - March 2007

Skills
Military, Investments, Customer Service, Leadership, Team Leadership, Training, Process Improvement, Microsoft Excel, Microsoft Office, Project Management, Social Networking, Social Media, Account Management, Customer Retention, Microsoft Word, Business Networking, Office Administration, Recruiting, iWork, Apple Pages, Apple Keynote, Apple Numbers, Salesforce.com, Microsoft Powerpoint, PowerPoint, Management, Retirement Planning, Marketing Strategy, Insurance, Public Speaking, Time Management, Team Building, Strategic Planning, Finance, Leadership Development, Networking, Small Business, Access, Social Media Marketing, Accounting, Strategy, Business Development, Budgets, Mutual Funds, Negotiation, Public Relations

Education
Argosy University San Francisco Bay Area   2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98

Park University   2004 — 2007
Bachelors of Science, Finance & Management, 3.76

High-Tech Institute - Sacramento, CA   1997 — 1998
Associate of Science (A.S.), Health Care Administration/Management, 4.0

Rick W Stewart Rick W Stewart Eugene, Oregon Area Details
Rick W Stewart's Edward Jones Experience July 1992 - July 1997
Job WSE: Improving Lives, Providing Healthy Environments, Develop Physical and Mental Wellness
Industry Health, Wellness and Fitness
Experience
WSE   August 2011 - Present
Stew's Oasis   January 2010 - March 2011
University of Oregon  November 2007 - December 2009
University of Oregon  July 1998 - March 2008
Duncan High School  July 1997 - June 1998
Edward Jones   July 1992 - July 1997
University of Notre Dame  July 1986 - July 1992
Clemson University  July 1984 - June 1985
Oklahoma State University  July 1982 - June 1984

Skills
Problem Solving, Budget Oversight ,, Project Management,, Identifying and..., Setting Proper..., Identifying talent and..., Crisis Management,, Ability to Listen to..., Sales, Positive Change, Project Management, Idea Generation, Strategic Planning, Management, Event Management, Crisis Management, Customer Service, Facilitators, Operations Management, Contract Negotiation, Team Building, Social Media, Program Management, Public Speaking, Budgets, Talent Management, Coaching, Event Planning, Sports, Recruiting, Negotiation, Public Relations, System Administration, Leadership, Fundraising, Marketing, Marketing Strategy, Fitness

Education
Oklahoma State University   1977 — 1982
Bachelor of Science, Health/Physical Education

Duncan High School   1975 — 1977
Graduate, Diploma

Melanie Hasty-Grant Melanie Hasty-Grant Tulsa, Oklahoma Area Details
Melanie Hasty-Grant's Edward Jones Experience January 1999 - January 2003
Job Founding Partner/ Managing Principal
Industry Financial Services
Experience
Waterstone Private Wealth Management   January 2004 - Present
Waterstone Private Wealth Management   January 1999 - Present
Edward Jones   January 1999 - January 2003
Melanie Hasty-Grant & Associates   January 1994 - January 1999

Skills
Investments, Retirement, Retirement Planning, Small Business, Estate Planning, Securities, Strategic Financial..., Customer Service, Strategic Planning, Asset Management

Education
Oklahoma State University   1987 — 1990
Bachelor of Science and Masters of Science, counseling psychology

Southern Methodist University   1984 — 1986
BS, Psychology

Edgar Delgadillo Edgar Delgadillo Enid, Oklahoma Details
Edgar Delgadillo's Edward Jones Experience July 2015 - Present
Job Student at Oklahoma State University
Industry Accounting
Experience
Edward Jones   July 2015 - Present
Salt Fork Restaurant Group, LLC   May 2015 - Present
Salt Fork Restaurant Group, LLC   January 2015 - May 2015

Skills
Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Bookkeeping, QuickBooks, Leadership

Education
Oklahoma State University   2015 — 2017
Bachelor of Science (B.S.), Accounting and Finance

Northern Oklahoma College-Tonkawa   2013 — 2015
Associate of Science (A.S.), Accounting and Business/Management, GPA 4.O

Ruth Skala Ruth Skala Bridgeville, Delaware Details
Ruth Skala's Edward Jones Experience 2009 - 2012
Job Retired Municipal & Private Finance
Industry Financial Services
Experience
Economic Development Committee   September 2014 - Present
"Our Home" Note Cards, LLC   2014 - Present
Edward Jones   2009 - 2012
R & L Tech Enterprises, Inc   August 2002 - January 2006
Mamaroneck Union Free School District  October 1986 - December 2000

Skills
Retirement Planning, Program Management, Strategic Planning, Public Speaking, Team Building, Community Outreach, Leadership, Event Planning, Change Management, Strategy, Project Management, Customer Service, Business Strategy, Management, Marketing, Budgets, Nonprofits

Education
Edgemont High School, Scarsdale, NY
7 to 12

Pace University
Masters of Public Administration, Government

Wheaton College (MA)
Bachelor of Arts, Economics

Joanna Bryant Avriett Joanna Bryant Avriett Knoxville, Tennessee Details
Joanna Bryant Avriett's Edward Jones Experience July 2007 - October 2010
Job Registered Sales Assistant at ORNL Federal Credit Union
Industry Financial Services
Experience
ORNL Federal Credit Union  March 2014 - Present
Pershing Yoakley & Associates  November 2013 - March 2014
Gate City Advisors   July 2011 - August 2013
Edward Jones   July 2007 - October 2010

Skills
Organization, Positive Energy, Team-oriented, Self-starter, Microsoft Excel, Microsoft Word, CRM Integration, Client Relations Skills, Event Planning, Customer Driven, Engaging Speaker, Fi360 Software, TRAK Software, Process Scheduler, Social Networking, Fundraising, Sales

Education
UNC Charlotte   2006 — 2007
Bachelor of Arts (B.A.), Dance Performance

Palm Beach Atlantic University   2003 — 2006

Grimsley High School

Ben Newell Ben Newell Portland, Oregon Area Details
Ben Newell's Edward Jones Experience 2010 - 2012
Job Wealth Manager specializing in retirement income generation and social security maximization techniques
Industry Investment Management
Experience
Miller Financial Group, LLC   2012 - Present
Edward Jones   2010 - 2012

Education
Oregon State University   2001 — 2005
BS, Business Administration

Universität Wien   2004 — 2004
International Business

Nathan Bauer Nathan Bauer Saint Helens, Oregon Details
Nathan Bauer's Edward Jones Experience August 2013 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones   August 2013 - Present
The Daily Barometer  June 2012 - June 2013
OSU Management Club   May 2011 - June 2013
Dean's Student Leadership circle   April 2011 - June 2013
The Daily Barometer  July 2011 - June 2012
Oregon State University  January 2011 - May 2011
Nap's Thriftway   August 2005 - September 2010

Skills
Media Relations, Public Speaking, Small Business, Time Management, Leadership, Management

Education
Oregon State University   2009 — 2013
Bachelor of Science (BS), Business Administration

Seattle Central Community College   2008 — 2009

Elisa Rosenlund Elisa Rosenlund Corvallis, Oregon Area Details
Elisa Rosenlund's Edward Jones Experience 2004 - 2006
Job Student at Oregon State University
Industry Hospital & Health Care
Experience
Good Samaritan Regional Medical Center  November 2010 - Present
International Student Volunteers (ISV)   July 2008 - August 2008
Quiznos  April 2008 - July 2008
Taco Bell  June 2007 - August 2007
Youth With A Mission  March 2006 - April 2006
Edward Jones   2004 - 2006

Education
Oregon State University   2006 — 2011

Oregon State University
Bachelor of Science, Public Health, Option; Health Promotion and Health Behavior

Bryant Engebretson, CFP®, CLU®, AIF® Bryant Engebretson, CFP®, CLU®, AIF® Bellingham, Washington Details
Bryant Engebretson, CFP®, CLU®, AIF®'s Edward Jones Experience October 1993 - March 2008
Job Managing Principal for Tradewinds Capital Management
Industry Financial Services
Experience
Tradewinds Capital Management   March 2008 - Present
Edward Jones   October 1993 - March 2008
Emerald Seas Dive Center   May 1992 - October 1993

Skills
Investments, Investment Management, Strategic Financial..., Certified Financial..., Retirement Planning, Investment Advisory, Wealth Management, Retirement, Asset Allocation, 401k, Financial Advisory, Mutual Funds, Small Business, Securities, Portfolio Management, IRAs, Investment Strategies, Defined Benefit, Management, Asset Management, Pensions, Retirement Plan..., Financial Services, Estate Planning, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Alternative Investments

Education
Oral Roberts University   1987 — 1991
Bachelor of Science (BS), Finance

Eric Weberg Eric Weberg Portland, Oregon Area Details
Eric Weberg's Edward Jones Experience March 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   March 2002 - Present
Headsets Unlimited   1993 - 2001

Education
Pacific Lutheran University   1989 — 1993

Angela DeLisle Angela DeLisle Greater San Diego Area Details
Angela DeLisle's Edward Jones Experience April 2013 - Present
Job Registrar at San Pasqual High School (EUHSD)
Industry Primary/Secondary Education
Experience
EUHSD at San Pasqual High School   March 2015 - Present
Edward Jones   April 2013 - Present
EUHSD at San Pasqual High School   January 2004 - November 2012
Morgan Stanley  April 1997 - August 2003
Downey Savings  September 1995 - April 1997
Cal Fed Bank  August 1986 - September 1995

Skills
Customer Service, Public Speaking, Social Media, Microsoft Office, Research, PowerPoint, Microsoft Excel, Budgets, Microsoft Word, Team Building, Marketing Strategy, New Business Development, Event Planning, Leadership, Public Relations, Strategic Planning, Training, Marketing, Finance

Education
Palomar College   2008 — 2010
Library Technology Certificate, Library Science, 4.0 GPA

San Pasqual High School

Kelly Srack Kelly Srack Borrego Springs, California Details
Kelly Srack's Edward Jones Experience May 2008 - May 2011
Job Human Resources/Paryoll/Accounting at Rams Hill Golf Course and Restaurant
Industry Hospitality
Experience
Rams Hill Golf Course and Restaurant   May 2014 - Present
Borrego Springs Bottled Water   April 2013 - March 2014
Edward Jones   May 2008 - May 2011
By Referral Only  June 2001 - June 2007

Skills
CRM, Administrative..., Leadership, Time Management, Training, Office Administration, Troubleshooting, Office Management, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Human Resources, Microsoft Dynamics GP, Microsoft Office, ForeUp POS

Education
University of Wisconsin-Stevens Point   1982 — 1983
Liberal Arts

Villanova University Online Education
Human Resources Management/Personnel Administration, General

Palomar College

Stephen Tavano Stephen Tavano United States Details
Stephen Tavano's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry
Experience
Edward Jones   January 2014 - Present
NYC Department of Education  September 1993 - September 2012

Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, Mathematics, Business Development, Entrepreneurship, Personal Finance

Education
Pace University-Pleasantville/Briarcliff Campus   1992 — 1993
Teacher Certification in Mathematics and Business, A

University of Bridgeport   1974 — 1978
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, B+

University of Bridgeport   1971 — 1974
Bachelor’s Degree, Marketing, B+

Nick D'Alessandro Nick D'Alessandro Houston, Texas Area Details
Nick D'Alessandro's Edward Jones Experience April 2014 - August 2015
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments  August 2015 - Present
Edward Jones   April 2014 - August 2015
Legacy Planning Partners, LLC   January 2013 - April 2014
Edward Jones   May 2012 - August 2012
Oklahoma State University  May 2011 - May 2012
Transcontinental Title Company   May 2009 - August 2009
Oklahoma State University  August 2008 - May 2009

Skills
Time Management, Advertising, CRM, Sales, Marketing, Social Media, Leadership, Microsoft Office, Finance, PowerPoint, Event Planning, Microsoft Word, Customer Service, Software Documentation, Microsoft Excel

Education
Oklahoma State University   2008 — 2012
Accounting and Sports Management, Accounting, Finance, and Business Related Studies

Plano West Senior HighSchool   2008 — 2012

Cale Walker Cale Walker Chickasha, Oklahoma Details
Cale Walker's Edward Jones Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   July 2014 - Present
United States Senate  September 2009 - June 2014
Oklahoma House of Representatives  January 2009 - August 2009

Education
Oklahoma State University   2004 — 2008
Bachelor of Science (B.S.), Agriculture Leadership

Renee Langdon Renee Langdon Oklahoma City, Oklahoma Area Details
Renee Langdon's Edward Jones Experience Agency Field LeaderState FarmJuly 1998 - Present
Job Insurance and Financial Services Professional
Industry Insurance
Experience
Edward Jones   Agency Field LeaderState FarmJuly 1998 - Present

Skills
Sales, Recruiting, Training, Consulting, Financial Services, Personal Financial...

Education
Oral Roberts University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services & Accounting

Kevin Landeta Kevin Landeta Orlando, Florida Area Details
Kevin Landeta's Edward Jones Experience June 2015 - Present
Job Multifunctional Financial Analyst at College Work Experience Program/Lockheed Martin
Industry Financial Services
Experience
Edward Jones   June 2015 - Present
College Work Experience Program/Lockheed Martin   April 2014 - May 2015
Youfit Health Clubs  March 2012 - May 2015
Domino's Pizza  March 2011 - March 2012
West Indies Pottery   February 2010 - March 2011

Skills
Customer Service, PowerPoint, Time Management, Microsoft Word, Sales, Teamwork, Management, Marketing, Social Media, Social Networking, Analysis, Finance, Spanish, Market Research, Budgets, Team Leadership, Team Building

Education
University of Central Florida   2013 — 2016
Bachelor of Business Administration (BBA), Economics/Finance, Junior

Palm Beach State College   2011 — 2013
Associate of Arts (AA), Economics

Ashleigh Kerce Ashleigh Kerce Greater St. Louis Area Details
Ashleigh Kerce's Edward Jones Experience October 2011 - April 2012
Job Logistics Specialist at Aegis Strategies, LLC
Industry Marketing and Advertising
Experience
Aegis Strategies, LLC  August 2015 - Present
Osborn Barr  September 2014 - August 2015
Dawson Logistics  November 2012 - July 2014
UniGroup, Inc  April 2012 - November 2012
Edward Jones   October 2011 - April 2012
USTRANSCOM  December 2008 - January 2011

Skills
Transportation, 3PL, LTL, SharePoint, GPC, DTS, Active DoD Clearance, Operations Management, Logistics Management, Customer Service, Transportation..., Training, Microsoft Office, Logistics, Shipping, Inventory Management, Management

Education
Park University   2009 — 2013
Bachelor's degree, Business Management/Logistics

Dave Felshaw Dave Felshaw Kansas City, Missouri Area Details
Dave Felshaw's Edward Jones Experience 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   2004 - Present

Education
Park University
Bachelor of Arts (BA), Marketing/Marketing Management, General

Trevor Davenport Trevor Davenport Stillwater, Oklahoma Details
Trevor Davenport's Edward Jones Experience January 2014 - January 2015
Job Financial Advisor at INVEST Financial
Industry Financial Services
Experience
Invest Financial  March 2015 - Present
Edward Jones   January 2014 - January 2015
Edward Jones   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Retirement Planning, Financial Analysis, Microsoft Word, Finance, Leadership

Education
Oklahoma State University   2010 — 2013
Finance/Accounting

Oklahoma State University   2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance

William McCausland William McCausland Washington D.C. Metro Area Details
William McCausland's Edward Jones Experience May 2008 - December 2010
Job Key Account Development Specialist at Dominion Virginia Power
Industry Utilities
Experience
Dominion Virginia Power  April 2015 - Present
Dominion Virginia Power  December 2010 - Present
Edward Jones   May 2008 - December 2010

Skills
Energy, Power Generation, Process Improvement, Analysis, SAP, Six Sigma, Risk Management, Management, Investments, Finance, Financial Analysis, Project Management, Project Planning

Education
Old Dominion University   2003 — 2008
Bachelor of Science (BS), Finance, General

Old Dominion University

Amber Mcgehee Amber Mcgehee Pleasanton, Texas Details
Amber Mcgehee's Edward Jones Experience April 2005 - Present
Job Sr. BOA
Industry Financial Services
Experience
Edward Jones   April 2005 - Present

Skills
Customer Service

Education
FINRA

Palo Alto College

Billy W Allen, Billy W Allen, Rogers, Arkansas Details
Billy W Allen,'s Edward Jones Experience 2008 - 2012
Job Financial Advisor
Industry Financial Services
Experience
The Legend Group  March 2015 - Present
Merrill Lynch  September 2012 - January 2015
Edward Jones   2008 - 2012

Skills
Series 7, Life Insurance, Estate Planning, Investments, Retirement Planning, Wealth Management..., 401k, Retirement, IRAs, Wealth Accumulation, Long Term Care Insurance, Asset Managment, High Net Worth..., Uniform Combined State..., Asset Management, Finance, 401k Rollovers, Asset Allocation, Mutual Funds, Wealth Management, Series 63

Education
Oklahoma State University   1994 — 1997
Business Administration and Management, General

Josh Fendley Josh Fendley North Little Rock, Arkansas Details
Josh Fendley's Edward Jones Experience September 2004 - March 2005
Job Portfolio Manager, Strategist, Community Connector
Industry Investment Management
Experience
Regions Financial Corporation  April 2007 - Present
Morgan Keegan & Co Inc  March 2005 - April 2007
Edward Jones   September 2004 - March 2005
Centennial Bank  May 2004 - September 2004
U.S. Bank   August 2002 - May 2004

Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Profile Development, Strategic Planning, Business Strategy, Team Building, Project Management, Management Consulting, Consulting, Organizational..., Business Development, New Business Development, Leadership Development, Coaching, Community Service, Community Engagement, Community Development, Local Economic..., Project Planning, Business Planning, Public Health, Public Speaking, Non-profit Leadership, Non-profit Consulting, Non-profit Development, Customer Service

Education
Ouachita Baptist University
Psychology

University of Arkansas at Little Rock
Psychology

Cary Terry Cary Terry Dallas/Fort Worth Area Details
Cary Terry's Edward Jones Experience December 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones   December 2014 - Present
Nurse Assist, Inc.   July 2004 - August 2014
Cary Terry   2003 - 2004
Cary Terry   2003 - 2004

Skills
Product Marketing, Product Launch, Marketing Strategy, Product Development, Team Building, FDA, Medical Devices, Cross-functional Team..., New Business Development, Capital Equipment, Surgical Instruments, ISO 13485, Medical Sales, Brand Management, Market Development, Operating Room, Vascular, Urology, Surgeons, Sales Effectiveness, Wound Care, Long-Term Care, Nursing Homes, Long-term Care, Sales Operations, Strategic Planning, Healthcare, Marketing, Sales, Sales Management, Account Management, Hospitals, Leadership

Education
University of Central Oklahoma

Oklahoma State University

Nikki C Doan Nikki C Doan Beaverton, Oregon Details
Nikki C Doan's Edward Jones Experience August 2010 - August 2011
Job Entrepreneur at Nu Skin Enterprises
Industry Marketing and Advertising
Experience
Nu Skin Enterprises  December 2011 - Present
Edward Jones   August 2010 - August 2011
Wilshire Credit Corporation  July 2004 - May 2007
Washington Mutual  March 2003 - October 2004
Ajilon  May 2002 - October 2002
Harsch Investment Properties  April 2000 - March 2002

Education
Oregon State University   1995 — 1999
Bachelor of Science, Business Finance major-minor in Economics

Ashley Stephens Ashley Stephens Oklahoma City, Oklahoma Details
Ashley Stephens's Edward Jones Experience 1916 - 2013
Job Redbud Mortgage Group
Industry Financial Services
Experience
Redbud Mortgage Group   June 2015 - Present
Bank of Oklahoma  April 2014 - June 2015
American Diabetes Association  July 2014 - April 2015
Morgan Stanley  1916 - April 2014
Edward Jones   1916 - 2013
The Resort at Pelican Hill  August 1916 - May 2011
Toxicology Management Services   May 1916 - 2011
First Omni Mortgage Lending  August 1916 - January 2007
Guaranty Abstract Co   September 1916 - August 2006
Caney Valley National Bank   September 1916 - November 1999

Skills
Analysis, Finance, Investments, Management, Mortgage Lending, Outlook, Strategy, Customer Service, Microsoft Excel, Sales, Banking, Loans, Financial Analysis, FHA, Loan Origination, Refinance, Marketing Strategy, Mortgage Banking, Direct Sales, Financial Services, People Skills, Risk Management, Investment Properties, Leadership, Strategic Planning, Marketing, First Time Home Buyers, Residential Homes, Investors, Real Estate, Team Building, Portfolio Management

Education
Oklahoma State University   2000 — 2005
Chemical Engineering

Brooke Badone Brooke Badone Phoenix, Arizona Area Details
Brooke Badone's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2012 - Present
USAA  February 2008 - April 2011
Allstate  October 2001 - May 2007
Poine Hilton Squaw Peak Resort   March 1999 - September 2001

Skills
Series 63, Wealth Management, Retirement Planning, Mutual Funds, Series 6, Employee Benefits, Retirement, Insurance, Onboarding, Life Insurance, Investments, Interviews, Human Resources, Fixed Annuities, Finance

Education
Ottawa University   1995 — 1996
Bachelor's degree, Business Administration and Management, General

University of Arizona   1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Elizabeth Winslow Elizabeth Winslow Toledo, Ohio Area Details
Elizabeth Winslow's Edward Jones Experience June 2007 - July 2009
Job Customer Service Representative
Industry Consumer Services
Experience
Spartan Chemical Company  March 2012 - Present
Photography by E   April 2012 - Present
Children's Discovery Center  October 2010 - March 2012
Granite City Food & Brewery  July 2009 - October 2010
Edward Jones   June 2007 - July 2009
Fifth Third Bank  September 2005 - June 2007

Skills
Customer Service, Office Management, Customer Satisfaction, Teamwork, Microsoft Office, Outlook, Time Management, PowerPoint, Microsoft Excel, Telephone Skills, Leadership, iMovie, Determined to Succeed, Lightroom, Digital Photography, Photoshop Elements, Data Entry, Microsoft Word, Motivated self-starter, Administrative..., Account Management

Education
Owens Community College   2004 — 2011
Business Management, Business Administration and Management, General

Anthony Wayne   2000 — 2004

Chad Marchant Chad Marchant Dexter, Michigan Details
Chad Marchant's Edward Jones Experience February 2013 - February 2015
Job Private Client Group Relationship Manager at PNC
Industry Banking
Experience
PNC  February 2015 - Present
Edward Jones   February 2013 - February 2015

Skills
Microsoft Office, Customer Service, Research, Team Building, Public Speaking, Management, Microsoft Word, Microsoft Excel, Leadership, Small Business, Business Development, Leadership Development, Marketing, Investments, Strategic Planning, Finance, Sales, Coaching

Education
Olivet Nazarene University   2008 — 2012
Bachelor's Degree, Business Administration and Management, General, 3.76

Jennifer Bruder Jennifer Bruder Brattleboro, Vermont Details
Jennifer Bruder's Edward Jones Experience December 2014 - Present
Job Branch Office Manager at Edward Jones
Industry Insurance
Experience
Edward Jones   December 2014 - Present

Skills
Commercial Insurance, Professional Liability, D&O, Umbrella, Commercial Lines, Office IT Support, Umbrella Insurance, General Insurance

Education
Olivet College   1987 — 1989

Armando Armenta Armando Armenta Riverside, California Details
Armando Armenta's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2014 - Present
Citizens Business Bank  March 1999 - September 2014

Skills
Banking, Credit, Loans, Retail Banking, Commercial Lending, Cash Management, Small Business Lending, Consumer Lending, Portfolio Management, Relationship Management, Lines Of Credit, Finance, Treasury Management, Credit Cards

Education
Orange Coast College
Associate's Degree, Accounting

University of Phoenix
Bachelor's Degree, Accounting

Kyle Nice Kyle Nice Oklahoma City, Oklahoma Area Details
Kyle Nice's Edward Jones Experience May 2007 - October 2007
Job Sales Manager Preferred Commerical Accounts at Dell
Industry Information Technology and Services
Experience
Dell  February 2014 - Present
Dell  September 2008 - Present
Dell  August 2013 - January 2014
Dell  September 2009 - August 2013
Edward Jones   May 2007 - October 2007

Skills
Solution Selling, Salesforce.com, Direct Sales, Cloud Computing, Account Management, Enterprise Software, SaaS, Sales Process, Storage, CRM, Virtualization, Channel Partners

Education
Oklahoma State University   2002 — 2006
Management

Oklahoma State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

TJ Willingham TJ Willingham Richland/Kennewick/Pasco, Washington Area Details
TJ Willingham's Edward Jones Experience August 1988 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   August 1988 - Present

Skills
Variable Annuities, Business Retirement..., Education Savings, Equity Investments, Estate Considerations, Fixed Income Investments, IRAs, Insurance, Mutual Funds, Retirement Plan..., Systematic Investing

Education
Oral Roberts University   1984 — 1987
Bachelor of Science (BS)

Montgomery High School   1979 — 1982
General Education

Daniel Stults Daniel Stults Greater St. Louis Area Details
Daniel Stults's Edward Jones Experience April 2013 - March 2014
Job MBA
Industry Accounting
Experience
Cass Information Systems  March 2014 - Present
Saint Louis Track Club   January 2015 - Present
Edward Jones   April 2013 - March 2014
Big River Running Company  June 2012 - April 2013
Oklahoma State University  January 2011 - May 2012
Oklahoma State University  August 2009 - May 2012
Oklahoma State University  August 2009 - December 2011
Oklahoma State University  January 2011 - June 2011
Cape Girardeau Parks and Rec Youth Track Club   January 2010 - June 2010
Southeast Missouri State University  May 2008 - May 2009

Skills
Project Planning, Event Management, Social Media Marketing, Coaching, Public Speaking, Data Analysis, Microsoft Excel, Team Leadership, Research, Marketing Strategy, Social Networking, Strategic Thinking, Project Management, Consulting, Statistics, Organization, Market Research, Photoshop, Marketing, Entrepreneurship, Training, Event Planning, Microsoft Office

Education
Oklahoma State University   2009 — 2011
Masters, Business Administration

Southeast Missouri State University   2004 — 2009
B.S.B.A, Economics

Southeast Missouri State University   2004 — 2009
B.S, Psychology; Psychology

Adam Schick Adam Schick Greater Denver Area Details
Adam Schick's Edward Jones Experience October 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   October 2011 - Present
A.D.S. Paint Co   May 2008 - January 2012

Skills
Retirement Planning

Education
Olivet Nazarene University   2007 — 2011

Olivet Nazarene University (ONU) May 2011   2007 — 2011
Bachelors of Science, Economics and Finance; Business Administration with a concentration in Management

Lars Lerpold Lars Lerpold Phoenix, Arizona Area Details
Lars Lerpold's Edward Jones Experience May 2015 - Present
Job Technical Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2015 - Present
Edward Jones   September 2013 - Present
Edward Jones   August 2012 - September 2013
Charles Schwab  October 2009 - October 2011
Charles Schwab  April 2008 - October 2009
Charles Schwab  April 2006 - April 2007
Charles Schwab  January 2005 - April 2006
Charles Schwab  May 2000 - January 2005

Skills
Process Improvement, Business Analysis, Problem Solving, Release Management, SharePoint, Role Based Access..., Risk Management, Strategy, Financial Services, Securities, Software Documentation, Security, Training, Requirements Analysis, Series 7, Leadership, Business Requirements, Vendor Management

Education
PGA Of America
Business

Classes

Oslo and Akershus University College

Oslo and Akershus University College

Vinderen

Amy Hanken Amy Hanken Fort Collins, Colorado Area Details
Amy Hanken's Edward Jones Experience October 2007 - June 2010
Job Professional Toddler Wrestler
Industry Health, Wellness and Fitness
Experience
Hanken House   June 2010 - Present
Edward Jones   October 2007 - June 2010

Education
Oregon State University   2002 — 2004
MBA, Business

Warner Pacific College   1994 — 1999
BS, Business Management

Grant Chapman Grant Chapman Norfolk, Virginia Area Details
Grant Chapman's Edward Jones Experience June 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2014 - Present

Skills
Microsoft Excel, Customer Service, Leadership, Public Speaking, Microsoft Office

Education
Old Dominion University - College of Business and Public Administration   2012 — 2013
Master of Business Administration (M.B.A.), Port and Maritime Management

Old Dominion University   2008 — 2012
BS, Economics, 3.4

Francis Alaphat Francis Alaphat Greater St. Louis Area Details
Francis Alaphat's Edward Jones Experience April 2008 - December 2008
Job PMP Java IT Professional
Industry Information Technology and Services
Experience
Centene Corporation  January 2015 - Present
ALAPHAT   June 1988 - Present
Tata Consultancy Services  June 2013 - December 2014
Tata Consultancy Services  June 2013 - December 2014
Tata Consultancy Services  June 2013 - December 2014
Enterprise Holdings Inc.  May 2012 - June 2013
United States Postal Service  January 2009 - May 2012
Edward Jones   April 2008 - December 2008
Tech Mahindra  June 2007 - April 2008
Mahindra Satyam  October 1996 - April 2008

Skills
Software Project..., Java, Oracle, Technology Transition, Struts, Hibernate, Certified PMP & Global..., Leadership, DB2, XML, Java Enterprise Edition, Certified Project..., Linux, JavaScript, Web Services, Scrum, Databases, Team Leadership, PMP, Requirements Analysis, Visio, Websphere, SDLC, SharePoint, Data Warehousing, Business Analysis, Testing, Software Development, Agile Methodologies, SOA, Enterprise Architecture, Web Applications, Vendor Management, CRM, JSP, Project Management, PL/SQL, Unix, SQL, Requirements Gathering, Solution Architecture, Database Design, Systems Analysis, UML, ASP.NET, Performance Tuning, Resource Management, Tomcat, IT Management, ITIL

Education
Project Management Institute   2002 — 2018
Project Management Professional, Project Management

Washington University of Saint Louis   2012 — 2013
School of Engineering & Applied Science, Computer Programming, Specific Applications

U21 Global + Harvard Business School Publishing   2006 — 2008
Certificate, Leadership

University of Allahabad   1991 — 1993
Masters(Post Graduate), Computer Science

University of Allahabad   1991 — 1993
Masters, Computer Science

Osmania University   1988 — 1991
Bachelors, Computer Science and Engineering

Kurt Semtner Kurt Semtner Oklahoma City, Oklahoma Area Details
Kurt Semtner's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2010 - Present
Stonebridge Global Consulting   January 2007 - January 2010
QVC / Affiliate Sales & Marketing   July 2001 - January 2007
StarNet, Inc.   June 1995 - July 2001

Education
Oklahoma State University
B.S.

Eric Gunderson Eric Gunderson Greater Atlanta Area Details
Eric Gunderson's Edward Jones Experience June 1993 - August 1994
Job Team Lead, Client Services
Industry Human Resources
Experience
ADP  February 2015 - Present
ADP  August 2011 - January 2015
ADP  January 2009 - August 2011
Wachovia  September 2005 - January 2009
Family Christian Stores  November 2003 - September 2005
REI  April 2001 - November 2004
PFIC Securities   January 1999 - April 2001
First Command Financial Planning  August 1994 - December 1998
Edward Jones   June 1993 - August 1994
US Army  June 1986 - February 1993

Skills
Management, Leadership, Sales, Customer Service, Team Building, Strategy, Team Leadership, Financial Services, Negotiation, Insurance, Public Speaking

Education
Oregon State University   1982 — 1986
Bachelor of Science, Geology

University of Southern California   1982 — 1983
N/A, GEOLOGY

Timothy Ray, AAMS® Timothy Ray, AAMS® Mesa, Arizona Details
Timothy Ray, AAMS®'s Edward Jones Experience May 2008 - July 2012
Job Owner, Financial Advisor at Bella Financial Advisors LLC
Industry Financial Services
Experience
Bella Financial Advisors LLC   September 2013 - Present
Offered securities through Waddell & Reed   June 2012 - September 2013
Edward Jones   May 2008 - July 2012
DMB Sports Clubs  March 2007 - July 2008
Rallysport   October 2003 - April 2004
Colorado Rockies Baseball Club  February 2003 - October 2003

Skills
Series 7, Insurance, Investments, Health Insurance, Financial Advisory, Asset Allocation, Investment Advisory, 401k, Strategic Financial..., Wealth Management, Mutual Funds, Estate Planning, Life Insurance, Portfolio Management, Asset Management, Employee Benefits, Wealth Accumulation

Education
Oregon State University   1999 — 2003
B.S., Exercise Science

Bishop Quinn High School   1995 — 1999
High School Diploma, General Education

Eric Hansbrough Eric Hansbrough Tulsa, Oklahoma Area Details
Eric Hansbrough's Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Accounting
Experience
Edward Jones   June 2009 - Present
IBM Global Business Services  December 2008 - April 2010

Education
Oklahoma State University   2000 — 2004
Bachelor of Science (B.S.), Finance with Banking Services

Rebecca Crimmins Rebecca Crimmins Greater Seattle Area Details
Rebecca Crimmins's Edward Jones Experience November 2014 - July 2015
Job Sales & Marketing Professional
Industry Financial Services
Experience
Edward Jones   November 2014 - July 2015
TailorWell, Inc.   September 2012 - December 2013
Symetra  2008 - 2012
Symetra Financial  2003 - 2008
Symetra  2001 - 2003
Symetra  2000 - 2001
Symetra  1998 - 2000
Talbot Financial Services  1996 - 1998

Skills
Sales Management, Sales Operations, Sales, Marketing, Employee Benefits, Marketing Strategy, Cross-functional Team..., Strategy, Product Management, Strategic Planning, Business Strategy, Social Media Marketing, Project Management, Product Marketing, Account Management, Salesforce.com, Marketing Management, Team Building, Business Development

Education
Oregon State University
Bachelor of Science (BS), Human Nutrition

Ashton Rowell Ashton Rowell White Plains, New York Details
Ashton Rowell's Edward Jones Experience November 1999 - July 2002
Job Business and Personal banking at Citi
Industry Banking
Experience
Citi  July 2014 - Present
KeyBank  January 2013 - June 2014
Citibank  December 2006 - January 2013
Citi  September 2002 - December 2006
Edward Jones   November 1999 - July 2002
Prager and Fenton  1989 - 1990

Skills
Small Business Lending, Banking, Commercial Banking, Retail Banking, Loans, Cash Management, Cross Selling, Commercial Mortgages, Private Banking, Credit Analysis, Investments, Credit, Consumer Lending, Lines Of Credit, Financial Services, Small Business

Education
Pace University   1983 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance

Becky Watts Becky Watts Dallas/Fort Worth Area Details
Becky Watts's Edward Jones Experience September 1997 - February 1999
Job Director of Accounting at ACE Cash Express
Industry Financial Services
Experience
ACE Cash Express  July 2013 - Present
ACE Cash Express  February 1999 - July 2013
Edward Jones   September 1997 - February 1999

Skills
Sales Audit, Financial Analysis, Forecasting, Process Improvement, Cash Management, Customer Service, Management, Accounting, Budgets, Microsoft Excel, Income Statement, Financial Reporting, Financial Services, Strategic Planning, Risk Management, Leadership, Team Building, General Ledger, Call Centers, Essbase, Finance, Mergers, Operations Management, P, Performance Management, Sales

Education
Oklahoma State University   1990 — 1993
Bachelor of Science (BS), Accounting and Business/Management

Investools
PhD, Investments and Securities

Andrea Gilbert-Farmer Andrea Gilbert-Farmer Phoenix, Arizona Area Details
Andrea Gilbert-Farmer's Edward Jones Experience May 2014 - November 2014
Job Banker/Registered Representative
Industry Banking
Experience
JPMorgan Chase & Co.   February 2015 - Present
Edward Jones   May 2014 - November 2014
None  September 2012 - April 2014
US Bank  October 2009 - September 2012
Bank USA, N.A.   September 2006 - October 2009
San Diego National Bank  2000 - 2006

Education
Palomar College   1996 — 2000
Liberal Arts and Sciences, General Studies and Humanities

Orange Glen High School

Shipley Ennis Shipley Ennis Puyallup, Washington Details
Shipley Ennis's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2014 - Present
EndoGastric Solutions  March 2013 - January 2014
CryoLife, Inc.   February 2012 - March 2013
TRUMPF Medical Systems  February 2011 - February 2012
Intuitive Surgical  June 2006 - August 2010
ADP  June 2004 - June 2006

Skills
Medical Devices, Operating Room, Market Development, Healthcare, Sales Management, Start-up Environment, Capital Equipment, Urology, Surgeons, Surgical Instruments, Sales Operations, Surgery, Disposables, Product Launch, Vascular, Orthopedic, Medical Sales, General Surgery, Capital Equipment Sales, Hospitals, Cardiac Surgery, Gastroenterology, Medical Equipment, Start-ups, Surgical Device Sales, Operating Room Sales, Salesforce.com, Cardiology, Neurosurgery, Interventional...

Education
Pacific Lutheran University   1996 — 2000
Bachelors, Business Administration

Jacob Lippert Jacob Lippert Oklahoma City, Oklahoma Area Details
Jacob Lippert's Edward Jones Experience April 2007 - June 2009
Job Medical Sales Rep at Stryker
Industry Medical Devices
Experience
Stryker  July 2011 - Present
Dolphin Medical   June 2009 - July 2011
Edward Jones   April 2007 - June 2009
Continental Masonry Corp   May 2000 - April 2007

Skills
Product Launch, Surgery, Market Development, Surgical Device Sales, Capital Equipment Sales, Orthopedic, Disposables, Operating Room Sales, Implants, Sports Medicine, Trauma Surgery, Reconstructive Surgery, Biotechnology, Clinical Research, Cold Calling, Diabetes, Direct Sales, General Surgery, Hospital Sales, Market Planning, Medicine, Medical Equipment, Minimally Invasive..., Physicians, Podiatry, Product Marketing, Sales, Sales Force Development, Sales Management, Sales Operations, Sales Presentations, Selling, Selling Skills, Building Relationships, Wound Care, Sales Process, Account Management

Education
University of Central Oklahoma   2000 — 2001
Bachelor of Science (B.S.)

Oklahoma State University   1996 — 2000
Bachelor's degree, Construction Management

Clint McHoul Clint McHoul Greater Boston Area Details
Clint McHoul's Edward Jones Experience January 2007 - August 2008
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
Merrill Lynch  November 2010 - Present
Merrill Lynch  October 2008 - November 2010
Edward Jones   January 2007 - August 2008
Bank of America  June 2005 - January 2007

Skills
Investments, Financial Services, Series 7, Wealth Management, Mutual Funds, Series 66, Investment Advisory, Finance, Retirement Planning, Securities, Series 63, Uniform Combined State..., Financial Advisory, Asset Allocation, Fixed Income, Equities, Insurance, ETFs, IRAs, SEP IRA, 401k Rollovers

Education
Oklahoma State University   2001 — 2005
Bachelor of Science, Economics

Beverly Lowry Beverly Lowry Tulsa, Oklahoma Area Details
Beverly Lowry's Edward Jones Experience March 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   March 2008 - Present

Education
Oklahoma State University   1967 — 1972

Joseph Klink Joseph Klink Portland, Oregon Area Details
Joseph Klink's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   October 2014 - Present
Pacific Scientific / OECO   April 2012 - October 2014
MEMC Electronic Materials (formerly Solaicx, Inc.)   October 2007 - April 2012
Intel  May 2007 - October 2007
Intel  April 2005 - April 2007
Intel  July 1994 - April 2005

Skills
Manufacturing, Semiconductors, Lean Manufacturing, 5S, Kaizen, Engineering, Management, Start-ups, Continuous Improvement, FMEA, Industrial Engineering, Manufacturing..., Cross-functional Team..., Engineering Management, Process Improvement, Value Stream Mapping

Education
Oregon Institute of Technology   1988 — 1993
BS, Mfg Engineering Technology

Centennial High School   1985 — 1988

James Pickett James Pickett Austin, Texas Details
James Pickett's Edward Jones Experience May 2002 - July 2004
Job President and coowner of JP's Web LeadsPrivate Lender, Managing Partner, Privately Held LLC at PREIN Funding
Industry Real Estate
Experience
JP's Web Leads   January 2014 - Present
PREIN Funding   December 2013 - Present
Independent  2012 - Present
Apple  January 2010 - August 2014
PREIN Funding   May 2007 - Present
Aarons Sales and Lease  October 2008 - January 2010
Bankrate, Inc.   January 2007 - July 2008
Postnet  March 2006 - December 2007
Highmark Financial Services   July 2004 - April 2007
Edward Jones   May 2002 - July 2004

Skills
Mortgage, Mortgage Banking, Loans, Mortgage Lending, Direct Sales, Inside Sales, sales coach, Experiential Learning, Stock Trading, Real Estate Investment, Franchisee Management, Real Estate Finance, Sales Management, Account Management, Joint Ventures, Entrepreneur, Sales, Real Estate Economics, Entrepreneurship, Marketing, Public Speaking, Business Development, Selling, Small Business, Business Planning, Leadership, Training, Finance, Investment Properties, Lead Generation, Franchising

Education
Oklahoma State University   1995 — 1997
Bachelor of Business Administration (BBA), Finance and Financial Management Services

University of Tulsa   1994 — 1995

Jeff Hutto Jeff Hutto Tulsa, Oklahoma Area Details
Jeff Hutto's Edward Jones Experience November 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   November 2012 - Present
Webco Industries  2010 - 2012
LaFortune Tennis Center   May 2008 - July 2011
FIne Airport Parking  June 2008 - January 2010
Zumiez  June 2001 - December 2009
Edward Jones   October 2008 - April 2009

Skills
Inventory Management, Continuous Improvement, Purchasing, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Planning, Operations Management, SAP, Customer Service, Process Improvement, Manufacturing, Process Scheduler, Access, Project Management, Supply Chain, Adobe Premiere, Trafficking, Logistics, Financial Analysis, Marketing, Business Planning, Coaching, Finance, Budgets, Retail, Sales, Strategic Planning, Team Building, Cross-functional Team...

Education
Oklahoma State University   2004 — 2007
Bachelor of Business Administration (B.B.A.), Minors in Marketing, Finance, and International Business

Kelsey Cole Kelsey Cole Dallas/Fort Worth Area Details
Kelsey Cole's Edward Jones Experience February 2013 - Present
Job Flight Attendant, American Airlines
Industry Airlines/Aviation
Experience
Edward Jones   February 2013 - Present
Zurich, Switzerland   August 2011 - September 2012

Skills
Administrative..., Community Outreach

Education
Oregon State University

Joe Alcott Joe Alcott Tulsa, Oklahoma Area Details
Joe Alcott's Edward Jones Experience February 1988 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 1988 - Present
Conoco  December 1987 - February 1989

Skills
Saving for Education, College Savings Plans, Series 7, Series 65, 401k Rollovers, 529 Plans, IRAs, Wealth Accumulation, Variable Annuities, Retirement Planning, Roth IRA, Investment Advisory, Simple IRA

Education
Southwestern Oklahoma State University   1985 — 1988
Bachelor of Science (BS), Accounting and Finance

Oklahoma State University
Mining and Petroleum Technologies/Technicians

Becky Blair Becky Blair Norfolk, Virginia Area Details
Becky Blair's Edward Jones Experience September 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2009 - Present
Capital Group Companies  August 2005 - September 2009
Capital Group  2002 - 2009
Pizza Hut  1991 - 2002
Clinique  1989 - 1995

Skills
Onboarding, Recruiting, Customer Service, Human Resources, Coaching, Mutual Funds, Talent Acquisition, Employee Relations, Hiring, Time Management, Employee Training, Microsoft Office, Training

Education
Old Dominion University   1985 — 1992
Marketing

Allen Ernst Allen Ernst Greater Seattle Area Details
Allen Ernst's Edward Jones Experience October 2009 - April 2013
Job President/Owner
Industry Investment Management
Experience
Private Company  April 2013 - Present
Safari Club International  July 2013 - Present
Edward Jones   October 2009 - April 2013
Avarus Ventures, LLC   February 2009 - October 2009
FinAnalytica  2004 - February 2009
Boundary Layer Research   March 2002 - August 2003
Merrill Lynch  1997 - 2002

Skills
Investments, Team Leadership, Business Valuation, Budgets, Business Development, Negotiation, Financial Transactions, CRM, Market Analysis, Documentations, Asset Managment, Equities, Asset Management

Education
Washington State University - College of Business and Economics   1994 — 1998
B.A. Business Administration, Pre-Medicine, Biology, Physics, Chemistry, Finance, Accounting, Marketing, Entrepreneurial Studies

Oregon State University
Pre-Medicine

Troy D Miller Troy D Miller Portland, Oregon Area Details
Troy D Miller's Edward Jones Experience March 2008 - January 2011
Job Distribution Agent
Industry Gambling & Casinos
Experience
Spirit Mountain Casino  July 2013 - Present
Meadow Creek Village ALF   October 2012 - April 2013
Edward Jones   March 2008 - January 2011

Skills
Finance, Mutual Funds, Financial Advisory, Insurance, Loans, Wealth, Retirement, Mortgage Lending, Bonds, IRAs, Accounting, Budgets, Financial Goals, Trust Services, Retirement Planning, Series 7, Lean Six Sigma, Supply Chain Management, Business Process..., Strategic Planning, Procurement

Education
Oregon State University   2000 — 2002
BS, Finance, Law, Business Admin

Tim Euhus Tim Euhus Corvallis, Oregon Area Details
Tim Euhus's Edward Jones Experience May 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2015 - Present
DePuySynthes Mitek Sports Medicine/Synthes Trauma   May 2009 - May 2015
Comcast Sports Northwest   August 2012 - October 2014
Oregon State University  March 2008 - May 2009
National Football League  April 2004 - March 2008

Skills
Athletics, Broadcast Journalism, Capital Equipment, Coaching, Cold Calling, Leadership, Medical Devices, Orthopedic, Public Speaking, Sports, Sports Media, Football, Orthopedics, PowerPoint, Event Planning, Social Media

Education
Oregon State University   1999 — 2003
BS, Construction Engineering Management

Erin Wiedeman Erin Wiedeman Corvallis, Oregon Area Details
Erin Wiedeman's Edward Jones Experience January 2013 - March 2013
Job Consulting at Self Employed
Industry Nonprofit Organization Management
Experience
Self Employed  June 2014 - Present
Barney & Worth, Inc.   May 2013 - June 2014
Edward Jones   January 2013 - March 2013
Corvallis Chamber of Commerce   November 2008 - January 2013
Fiber Zone, Inc.   June 2007 - August 2008
BEJED   2002 - May 2007

Skills
Strategic Planning, Non-profits, Fundraising, Business, Management Contracts, Economic Development, Advocacy, Membership Development, Marketing, Events Coordination, Board Development, Public Speaking, Event Planning, Coaching, Nonprofits, Online Marketing, Small Business, Program Development, Public Relations, Advertising, Leadership, Volunteer Management, Grant Writing, Community Outreach

Education
Skagit Valley College   2014 — 2016
BA, Psychology

Linn Benton Community College

Oregon State University
Business

Nick Kila Nick Kila Owasso, Oklahoma Details
Nick Kila's Edward Jones Experience May 2010 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones   May 2010 - Present
Long Range Facilities Planning   May 2007 - August 2010
Oklahoma State University  August 2006 - May 2007
American Heritage Bank  May 2006 - August 2006
Oklahoma State University  August 2005 - May 2006

Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Finance, Customer Service, PowerPoint, Analysis, Investments, Microsoft Word, Outlook, Strategic Financial...

Education
Oklahoma State University   2008 — 2010
Business Administration, Finance

Oklahoma State University   2004 — 2008
Business Administration, Finance

Jan Bennett Jan Bennett Little Rock, Arkansas Area Details
Jan Bennett's Edward Jones Experience 2001 - 2012
Job Artist and secretary
Industry Investment Management
Experience
by Jan   1999 - Present
Edward Jones   2001 - 2012
Russellville Public School   2003 - 2005
Bank of Oklahoma  1977 - 1978
Bank of Texas  1975 - 1977
Aldine Public Schools   1972 - 1974

Skills
Loans, Mutual Funds, Retirement Planning

Education
Oklahoma State University   1969 — 1972
BA, Elementary Education

Chris Galland Chris Galland Dallas/Fort Worth Area Details
Chris Galland's Edward Jones Experience May 2010 - October 2011
Job Special servicing at Morgan Stanley
Industry Banking
Experience
JPMorgan Chase  October 2011 - Present
Edward Jones   May 2010 - October 2011
Morgan Stanley  June 2009 - December 2009
Homecomings Financial  January 2004 - April 2006

Education
University of North Texas   1999 — 2002
MBA, Finance

Oklahoma State University   1994 — 1997
Bachelor of Science, Business Management, Minor in Psychology

Shelly Burroughs Shelly Burroughs Tulsa, Oklahoma Area Details
Shelly Burroughs's Edward Jones Experience April 2007 - January 2009
Job Life and Investment Specialist at Farm Bureau Financial Services
Industry Financial Services
Experience
Farm Bureau Financial Services  June 2011 - Present
Northwestern Mutual  2009 - May 2010
Edward Jones   April 2007 - January 2009
Griffin Communications  1991 - 1991

Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Investments, Disability Insurance, Financial Services, Finance, Financial Analysis, Customer Service, Public Speaking, Marketing, Sales, Employee Benefits

Education
Oklahoma State University   1986 — 1989
BS, Journalism

Phillips University   1984 — 1986
Music

Northern Oklahoma College   1983 — 1984
Music

Grants Pass High School

Steven Pacino Steven Pacino Boise, Idaho Area Details
Steven Pacino's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2010 - Present
Blueshift Data Protection   September 2009 - December 2009
Bowne of Tokyo   November 2007 - September 2009
Empire Entertainment Japan   June 2006 - September 2007
Brinks Japan   April 2004 - March 2006
Brinks Japan Inc   October 2003 - April 2004
Gallo Japan Corporation   April 2002 - March 2003
Gallo Japan Corporation   September 2000 - April 2002
Gallo Japan Corporation   January 2000 - September 2000
Gallo Japan Corporation   January 1998 - January 1999

Skills
Japanese, Sales Management, Customer Relations, Account Management, SaaS, Channel, Security, Logistics, Selling, Management, New Business Development, Business Development, Marketing Strategy, Customer Service, Team Management, Sales

Education
Orange Coast College

University of Maryland

James Hamner James Hamner Eugene, Oregon Area Details
James Hamner's Edward Jones Experience 2007 - 2010
Job
Industry Financial Services
Experience
Edward Jones   2007 - 2010

Skills
Retirement Planning, Public Speaking

Education
Seattle University   1971 — 1973
Master of Business Administration (M.B.A.), Marketing

Oregon State University   1959 — 1962
BS

Soula De La Riva Soula De La Riva Chula Vista, California Details
Soula De La Riva's Edward Jones Experience 2005 - 2009
Job Director of Administration & Public Relations
Industry Nonprofit Organization Management
Experience
Project Mexico & St. Innocent Orphanage   January 2013 - Present
Project Mexico & St. Innocent Orphanage   December 2009 - December 2012
Edward Jones   2005 - 2009

Skills
Database Administration, Office Administration, Operations Management, Microsoft Office, Organizational..., Highly detail oriented, Detailed Organization, Public Relations, Staff Supervision, Brand Management, Compliance, Internal Communications, Nonprofits, Organization, Office Management, Proofreading, Publishing, Quality Management, Quality Control, Vendor Management, Social Media, Event Planning, Editing, Public Speaking, Blogging

Education
CSU San Marcos   2006 — 2008
Bachelor of Arts (B.A.), Human Development, Family Studies, and Children's Services

Palomar College   2001 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Kevin Pritchard Kevin Pritchard Mcalester, Oklahoma Details
Kevin Pritchard's Edward Jones Experience 2012 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones   2012 - Present
Armor Group NA   February 2008 - June 2012
138TH SFS   1997 - 2001

Skills
Investments, Securities, Portfolio Management, Series 7, Protection, Alternative Investments, Asset Protection, Equities, Stocks, Uniform Combined State..., Wealth Management, Investment Strategies, Risk Management, Mutual Funds, Asset Allocation, 401k Rollovers, ETFs, Investment Advisory, Options, 529 Plans, Financial Markets, Financial Advisory, Trading, Retirement Planning, Fixed Income, College Savings Plans, Saving for Education, IRAs, Retirement, Wealth Management..., Wealth Accumulation, Trading Strategies, Roth IRA, FINRA, Strategic Financial..., Bonds, Separately Managed..., 401k, Variable Annuities, Investment Management, Wealth, Fixed Annuities, Financial Planners, High Net Worth..., Estate Planning, Pensions, Municipal Bonds, Education Funding, Asset Managment, Intermarket Analysis of...

Education
Oklahoma State University   2002 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing

Market Technicians Association, MTA
Technical Investment Analysis of Financial Markets

Hedge Fund Group, HFG
Certified Hedge Fund Proffesional, CHP I, Program covering hedge fund investment strategies

Kurt Semtner Kurt Semtner Oklahoma City, Oklahoma Area Details
Kurt Semtner's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones   February 2010 - Present
QVC  June 2000 - February 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, E-commerce, Management, Online Marketing, Sales, Social Media, Finance, Leadership, Marketing, Marketing Strategy, Retail

Education
Oklahoma State University   1976 — 1980

Adam Boals Adam Boals Dublin, Ohio Details
Adam Boals's Edward Jones Experience July 2010 - February 2011
Job Regional Annuity Wholesaler at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  September 2015 - Present
Nationwide Financial  September 2012 - Present
Nationwide Financial  April 2011 - March 2012
Edward Jones   July 2010 - February 2011
MT Business Technologies  July 2008 - July 2009
Gold Star Foods  September 2007 - January 2008
University Directories  May 2007 - August 2007
Safelite Auto Glass  June 2006 - May 2007
Columbus Crew  June 2006 - August 2006
Coleman for Ohio   September 2005 - December 2005

Skills
Sales Operations, Sales, Customer Service, Leadership, Marketing, Sales Management, Team Building, Strategic Planning, Management, Time Management, Microsoft Office

Education
Otterbein College   2004 — 2008
B.A, Business Administration (Marketing); 2008

Otterbein University   2004 — 2008
BA, Business Administration, Marketing

Andrew Buchwald Andrew Buchwald Tulsa, Oklahoma Area Details
Andrew Buchwald's Edward Jones Experience May 2013 - October 2013
Job Pipeline Controller at ONEOK
Industry Oil & Energy
Experience
ONEOK  October 2013 - Present
Edward Jones   May 2013 - October 2013
YardVarks Lawn and Landscape   2004 - 2012

Skills
Business Planning, Business Development, Sales, Project Management, Management, Entrepreneurship, Small Business, Job Scheduling, Operations Management, Employee Relations

Education
Oklahoma State University
B.S., Biochemistry

Teresa Lillard Teresa Lillard United States Details
Teresa Lillard's Edward Jones Experience June 2014 - February 2015
Job Accountant at Prakash Ellenhorn
Industry Financial Services
Experience
Prakash Ellenhorn   April 2013 - Present
Edward Jones   June 2014 - February 2015
Black Pearl Seafood, LLC   July 2011 - October 2013
ClearStream Investments, LLC   January 2009 - June 2011
PHZ Capital Partners   November 1998 - December 2008
Service Corporation International  1990 - 1992

Skills
QuickBooks, Accounts Payable, Accounts Receivable, Purchase Orders, Sage Pro, Invoicing, Financial Statements, Microsoft Excel, Account Reconciliation, Accounting

Education
Oklahoma State University   1978 — 1979
BS, Accounting

H&R Block

Dawn Collins Dawn Collins Des Moines, Iowa Area Details
Dawn Collins's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   March 2015 - Present
Mahaska County YMCA   April 2010 - February 2015
William Penn University  August 2011 - January 2015
Iowa Department of Human Services  2007 - 2010
Crisis Intervention Services  1999 - 2007

Skills
Grant Writing, Fundraising, Volunteer Management, Non-profits, Community Outreach, Public Speaking, Event Planning, Strategic Planning, Higher Education, Board Development, Public Relations, Leadership Development, Event Management, Program Development, Coaching, Community Development, Staff Development, Leadership, Social Media, Nonprofits

Education
William Penn University   2009 — 2011
MBL, Business Leadership

Oklahoma State University   1998 — 2001
MS, Sociology

William Penn University   1996 — 1998
BA, Sociology, Psychology

Akeem Prosser Akeem Prosser Norfolk, Virginia Area Details
Akeem Prosser's Edward Jones Experience 2009 - 2011
Job Financial Advisor at BoA/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  2012 - Present
Bank of America  2011 - 2012
Edward Jones   2009 - 2011

Skills
Certified Special Needs..., Strategic Financial..., Investments, Securities, Portfolio Management, Asset Allocation, Financial Advisory, Asset Management, Retirement, Mutual Funds, Wealth Management, Retirement Planning, Financial Analysis

Education
Oklahoma State University
B.A. & B.S., German &Business

K Dean Snell K Dean Snell Overland Park, Kansas Details
K Dean Snell's Edward Jones Experience August 1990 - May 1994
Job Math Teacher
Industry Education Management
Experience
Blue Valley School District  August 2000 - Present
Sheridan High School  August 1991 - June 2000
Edward Jones   August 1990 - May 1994
North Platte Public Schools  August 1984 - June 1990
Olathe School District  August 1980 - June 1984

Skills
Curriculum Design, Teaching, Classroom Management, Tutoring, Public Speaking, Differentiated..., Educational Technology

Education
University of Phoenix   1996 — 1997
Master's Degree, Education (The Diverse Learner)

Ottawa University   1976 — 1980
Bachelor's Degree, Mathematics

Judy Esposito-Griffith Judy Esposito-Griffith West Palm Beach, Florida Area Details
Judy Esposito-Griffith's Edward Jones Experience Operations ManagerAmerican Express Financial AdvisorsNovember 1998 - December 1999
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   Operations ManagerAmerican Express Financial AdvisorsNovember 1998 - December 1999

Education
Palm Beach Atlantic University   2011 — 2013
BS, Organizational Management

Michael P Wright, CFP, AAMS Michael P Wright, CFP, AAMS Enid, Oklahoma Area Details
Michael P Wright, CFP, AAMS's Edward Jones Experience November 1998 - Present
Job
Industry Financial Services
Experience
Edward Jones   November 1998 - Present
Baird, Kurtz & Dobson, CPA's   January 1988 - September 1996

Skills
Strategic Planning

Education
Oklahoma State University   1967 — 1971
Accounting, Business

Bronwyn Evans Bronwyn Evans Corvallis, Oregon Details
Bronwyn Evans's Edward Jones Experience February 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   February 2012 - Present
Allied Waste/Republic Services  October 1991 - February 2012

Education
Oregon State University   2009 — 2011
MBA, Business

University of California, Davis   1985 — 1990
BS, Environmental Policy and Planning

Ken Liaw Ken Liaw Toronto, Canada Area Details
Ken Liaw's Edward Jones Experience June 2010 - November 2011
Job Senior Financial Representative at CIBC
Industry Financial Services
Experience
CIBC  November 2011 - Present
Edward Jones   June 2010 - November 2011
Mageba Textilmaschinen   January 1995 - December 2007

Skills
Microsoft Office, Strategic Planning, Retirement, Project Management, Finance, Mutual Funds, Process Improvement, Wealth Management, Leadership, Investment Advisory

Education
Oklahoma State University   1986 — 1989
Bachelor, Accounting

Trena Thomson Trena Thomson Monument, Colorado Details
Trena Thomson's Edward Jones Experience October 2004 - Present
Job Mary Kay Independent Beauty Consultant
Industry Cosmetics
Experience
Edward Jones   October 2004 - Present
Mary Kay Independent Business Owner  November 2001 - Present
Self Employed Seamstress   January 1976 - Present

Skills
Makeovers, Skin Care, Skin Care Products, Cosmetics, Glamour, Beauty, Fragrance, Makeup Artistry, Gifts, Gift Baskets, Bridal Showers, Home Based Business, Alterations, Hems, Acne, Skin, Microdermabrasion, Weddings

Education
Orange Coast College

Lisa Frohock Lisa Frohock Asheville, North Carolina Area Details
Lisa Frohock's Edward Jones Experience January 2000 - Present
Job Sr. Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2000 - Present
Copyright Clearance Center  August 1993 - August 1998

Education
Palm Beach Atlantic University   1982 — 1986
B.S., Marine Biology

Alan Meyers Alan Meyers Greater Chicago Area Details
Alan Meyers's Edward Jones Experience August 2014 - September 2015
Job Police Officer
Industry Law Enforcement
Experience
City of Kankakee Police Department   September 2015 - Present
CSL Behring  March 2015 - September 2015
Edward Jones   August 2014 - September 2015
Illinois Army National Guard  October 2011 - September 2015
VCA Aroma Park Animal Hospital   April 2013 - February 2015

Skills
Security Clearance, Army, Military Experience, Organizational...

Education
Olivet Nazarene University   2009 — 2013
Criminal Justice, Military Science

Amanda Dague Amanda Dague Dallas/Fort Worth Area Details
Amanda Dague's Edward Jones Experience May 2005 - Present
Job OnCall Branch Office Assistant at Edward Jones
Industry Law Practice
Experience
Wolfie's Restaurant and Sports Bar   May 2007 - Present
Edward Jones   May 2005 - Present
BAM Trucking   April 2005 - February 2006

Education
Texas Wesleyan University School of Law   2010 — 2013
J.D., Corporate Law

Pace University   2006 — 2010
B.A., Finance

Lora Schieffer Lora Schieffer Tulsa, Oklahoma Area Details
Lora Schieffer's Edward Jones Experience March 2008 - January 2011
Job Human Resource Manager at Continental Concrete, LLC
Industry Construction
Experience
Continental Concrete, LLC   February 2011 - Present
Edward Jones   March 2008 - January 2011
Famous Footwear  August 2007 - March 2008

Education
University of Phoenix   2009 — 2011
Masters, Human Resource Management

Oklahoma State University   2003 — 2007
Bachelor of Science, Marketing

Lance Lively Lance Lively Tulsa, Oklahoma Details
Lance Lively's Edward Jones Experience August 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   August 2004 - Present

Skills
Retirement Planning, Wealth Management, Financial Analysis, Investment Advisory, Retirement, Series 7, Investment Strategies

Education
Oklahoma State University
Bachelor of Science

Oklahoma State University
Master of Business Administration (M.B.A.)

Jorge Hoffmann Jorge Hoffmann Titusville, Florida Details
Jorge Hoffmann's Edward Jones Experience February 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2001 - Present
Lowe's Home Improvement  February 1997 - January 2001

Skills
Retirement Planning, Strategic Planning, Series 7, Roth IRA, Wealth Management, Customer Service, Strategic Financial..., Investments, IRAs, Uniform Combined State..., Investment Advisory, Life Insurance, Insurance, Asset Allocation, 401k Rollovers, Management, Team Building, Leadership, Public Speaking, Financial Planning, Marketing, Microsoft Office

Education
University of Florida   1980 — 1982
Bachelor of Science

Oklahoma State University   1980 — 1981

Cheryl Lyle Cheryl Lyle Tampa, Florida Details
Cheryl Lyle's Edward Jones Experience February 2013 - November 2013
Job Financial Representative
Industry Financial Services
Experience
Lincoln Investment  January 2014 - Present
Edward Jones   February 2013 - November 2013
Edward Jones   February 2009 - February 2013

Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Finance, Wealth Management, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Securities, Investment Advisory

Education
Palm Beach Community College

Kimberlie Olsen Kimberlie Olsen Port Townsend, Washington Details
Kimberlie Olsen's Edward Jones Experience May 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2014 - Present
Central Washington University  September 2010 - March 2014
Central Washington University  September 2009 - September 2010
Parke Creek Treatment Center   July 2007 - September 2009

Skills
Higher Education, Student Affairs, Research, Community Outreach, Event Planning, Microsoft Office, PowerPoint, Editing, Program Development, Microsoft Word, Public Speaking, Student Development, Leadership, Leadership Development, Resume Writing, Microsoft Excel, Teaching

Education
Central Washington University   2009 — 2015
Bachelor of Science (BS), Interdisciplinary Studies: Law & Justice

Olympic College   2000 — 2008
Associate of Arts and Sciences (A.A.S.)

Monya Graff Monya Graff Holton, Michigan Details
Monya Graff's Edward Jones Experience December 2006 - January 2009
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
The American Legion  November 2012 - April 2013
H&R Block  December 2009 - December 2011
Edward Jones   December 2006 - January 2009
1st National Bank of Nevada   August 2004 - March 2006
Bridge Terminal Transport  August 1992 - June 2004

Skills
Typing, Customer Service, Microsoft Office, Transportation, Banking, Administrative Assistant, Multi Tasking, Multi-line Phone, Operations Management, Supervisory Experience, Tax Preparation, Appointment Scheduling, Staff Scheduling, Accounts Payable, Accounting, Process Scheduler, Accounts Receivable, Invoicing, Leadership

Education
Old Dominion University   1995 — 1995

Boerne High School
College Prep

Barry Aebischer Barry Aebischer Mount Pleasant, South Carolina Details
Barry Aebischer's Edward Jones Experience February 2013 - Present
Job Oncall Branch Office Administrator at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones   February 2013 - Present
c-Systems Software, Inc  June 1996 - November 2009
Tucker-Rocky Distributing  June 1982 - June 1996

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, most application..., Account Management, Customer Satisfaction, Budgets, Time Management, Sales Operations, Negotiation, New Business Development, Management, Marketing

Education
IBM Sales & Marketing   1988 — 1988
certificate of completion, sales & marketing

U.S. Army   1969 — 1971

Ottawa University   1964 — 1969
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Genevieve Gioio-Pierce Genevieve Gioio-Pierce Virginia Beach, Virginia Details
Genevieve Gioio-Pierce's Edward Jones Experience 1999 - 2001
Job Managing Attorney at Law Office of Jeffrey G. Haverson
Industry Law Practice
Experience
Attorney  September 2014 - Present
Law Office of Jeffrey G. Haverson   March 2003 - September 2014
MetLife Financial Services  2001 - 2003
Edward Jones   1999 - 2001
Kaplan & Gioio (Pierce)   1993 - 1999
Conte, Courtney & Melton   1990 - 1993

Skills
Trials, Insurance Law, Legal Writing, Personal Injury, Litigation, Appeals, Legal Research, Estate Planning, Civil Litigation, Courts

Education
Syracuse University College of Law   1988 — 1990
Juris Doctor (J.D.), Cum Laude

Pace University
Bachelor of Business Administration (BBA), Marketing, Cum Laude

Larry Riseling Larry Riseling Dumas, Texas Details
Larry Riseling's Edward Jones Experience May 1988 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 1988 - Present
Riseling's Men's Wear   January 1986 - December 1987

Skills
Investments, Retirement Planning, Estate Planning, Investment Advisory, Retirement, Wealth Management, Securities, Series 7, Mutual Funds, Finance, Asset Allocation, Strategic Planning, Fixed Annuities, Financial Advisory, Series 63, Financial Planning, Insurance, Leadership, Wealth

Education
Oklahoma State University   1979 — 1982
Bachelor of Laws (LL.B.), Law

Melissa McDaniel Melissa McDaniel Chesapeake, Virginia Details
Melissa McDaniel's Edward Jones Experience March 2015 - Present
Job Financial Services Representative
Industry Hospital & Health Care
Experience
Edward Jones   March 2015 - Present
Sentara Healthcare  July 2001 - Present
UVA Health System  August 1996 - June 2001

Skills
Customer Service, Networking, Interventional Radiology, Angiography, Hospitals, Patient Safety, Patient Advocacy, Education, Clinical Development, Healthcare Information..., Neuro-Interventional..., Radiation Safety, Cardiac Catheterization, Radiology, Vascular Disease and..., Social Media, Medical Imaging, Computerized Tomography

Education
Piedmont Virginia Community College   1998 — 2000
Associate in Business, Finance, General

UVA School of Cardiac Catheterization, Neuro-Interventional Radiology, and Special Procedures   1996 — 1997
Cardiovascular Radiology, Cardiac, Neuro, and Peripheral Vascular Specialty

DePaul School of Radiologic Technology   1994 — 1996
Diagnostic Radiology, Radiologic Technology/Science - Radiographer

Old Dominion University   1992 — 1994
Pre-Medicine/Pre-Medical Studies

Western Branch High School   1988 — 1992
Honors/AP

Previous Next

Select page



Similar Companies

Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation