Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Edward Jones December 2014 - Present
D.A. Davidson Companies May 2005 - September 2014
A.G. Edwards & Sons, Inc. 1999 - 2005
Ready, Set Go Deschutes County January 1995 - June 1997
Sopris Laundry June 1992 - February 1994
Basalt Elementary School September 1990 - June 1992
Skills
Microsoft Excel, Outlook, Customer Service, Microsoft Office, Administrative..., Microsoft Word, PowerPoint, Office Management, Insurance, Data Entry, Office Administration, Project Planning, Volunteer Training, Leadership, Budgets, Public Speaking, Research, Banking, Administrative..., Employee Training, Training, Process Scheduler, Event Planning, Project Management, Social Media, Time Management
Education
Portland Community College
Associate's Degree, General Studies
Thomas More College
Psychology and Early Childhood Education
University of Cincinnati
Early Childhood Education and Teaching
The University of Kansas Hospital October 2010 - Present
Kore, Inc. dba Mr. Goodcents Subs and Pastas September 2001 - October 2010
Edward Jones June 1997 - September 2001
Skills
Healthcare, Customer Service, Administrative..., Healthcare Industry, Medical Billing, Administration, Time Management
Education
Pittsburg State University 1995 — 1996
AppTech Corp. April 2014 - Present
Edward Jones September 2012 - August 2013
ArcheType Designs April 2012 - September 2012
Prudential Financial August 2011 - April 2012
Skills
Financial Analysis, Strategic Planning, Program Development, Community Outreach, Sales Management, Business Efficiency, Finance, Portfolio Management, Business Planning, Strategy, Financial Services, Marketing, Securities, Investments, Mergers & Acquisitions, Financial Planning, Management, Social Media, Social Media Marketing
Education
Pepperdine University 2006 — 2010
Bachelor of Business Administration (B.B.A.)
Stoutheart Financial Group, A private wealth advisory practice of Ameriprise Financial Services, Inc March 2014 - Present
INTRUST Wealth, LPL Financial January 2009 - March 2014
Edward Jones June 2006 - January 2009
US Army August 1993 - May 1998
Education
Mulvane High School 1990 — 1993
Diploma, General
Wichita State University 1997 — 1999
Business, Management, Marketing, and Related Support Services
Pittsburg State University 1995 — 1996
General Studies
University of Phoenix-Wichita Campus 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Utility Trailer Manufacturing Company March 2014 - Present
Edward Jones December 2013 - February 2014
United States Marine Corps March 2013 - September 2013
United States Marine Corps June 2011 - February 2013
United States Marine Corps April 2009 - July 2011
Indymac Bank August 2007 - September 2008
Don Bosco Technical Institute May 2008 - July 2008
Skills
Leadership Initiatives, Counterterrorism, Supervising, Infantry Tactics, Strategic Planning, Force Protection, Security, Tactical Planning, Tactical Operations, Decisiveness, Marksmanship, C++, PHP, Java, JavaScript, Personal Finance, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Weapons, Leadership
Education
Pasadena City College 2014 — 2016
Associate's degree, Business Information Technology
Pasadena City College 2013 — 2013
Don Bosco Technical Institute 2003 — 2007
High School Diploma, Computer Science
Our Lady Of Miraculous Medal
Hackett & Harris LLC July 2009 - Present
Edward Jones 2001 - 2008
Washington Mutual Bank October 1997 - 2001
Skills
Bankruptcy
Education
Forest Grove High School
Portland Community College
Skyward Credit Union July 2013 - Present
Cessna Employees Credit Union October 2009 - June 2013
Cessna Employees Credit Union May 1997 - December 2009
Bank of America August 1995 - May 1997
Edward Jones April 1993 - August 1995
Skills
Loans, Managerial Finance, Credit Unions, Consumer Lending, Risk Management, Budgets, Financial Analysis, Strategic Planning, Coaching, Customer Service, Process Improvement, Team Building, Credit Analysis, Credit, Management, Business Planning, Executive Management, Team Leadership, Financial Services, Banking, Leadership, Mortgage Lending, Investments, Analysis, Finance, Operations Management, Strategic Financial..., Program Management
Education
Southwest CUNA Management School 2008 — 2010
Credit Union Management
Pittsburg State University 1983 — 1986
BBA, Economic, Finance, Accounting
Edward Jones July 2013 - June 2014
McNeil Consumer Healthcare June 2010 - February 2013
Johnson & Johnson May 2008 - June 2010
McNeil Consumer Healthcare June 2006 - January 2007
Skills
Variance Analysis, Forecasting, Financial Analysis, Financial Forecasting, Financial Modeling, Financial Reporting, SAP, Accounting, Consolidation, Process Improvement, Budgets, Resource Modelling
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Universidad de Sevilla 2007 — 2007
Sheppard Pratt August 2014 - Present
University of Maryland, Baltimore August 2014 - Present
Correct Care Solutions November 2013 - May 2014
Catholic Charities of Baltimore August 2012 - November 2013
Gale Recovery, Inc. November 2011 - May 2012
Sheppard Pratt September 2011 - November 2011
Synergy Financial Group 2011 - 2011
Edelman Financial Services November 2007 - November 2009
Bank of America July 2006 - November 2007
Edward Jones May 2004 - July 2006
Skills
Asset Management, Financial Planning, Series 7, Program Development, Investments, Research, Asset Managment, Finance, Strategic Financial..., Case Managment, Psychotherapy, Community Outreach, Mental Health, Program Evaluation, Mental Health Counseling, Adolescents, Nonprofits, Social Services, Public Speaking
Education
University of Maryland Baltimore 2014 — 2018
Doctor of Philosophy (PhD), Social Work
Salisbury University 2010 — 2013
MSW, 2013
Penn State University 2001 — 2004
BA, Crime, Law, Justice
Tallus Capital Management - LPL Financial May 2013 - Present
Edward Jones March 2008 - May 2013
Skills
Team Building, Customer Service, Management, Marketing, Strategic Planning, Wealth Management
Education
Portland State University
Edward Jones February 2015 - Present
Northern Trust Corporation June 2014 - February 2015
Northern Trust Corporation September 2012 - May 2014
Principia College March 2011 - May 2012
Straightline June 2011 - August 2011
CedarS Camps June 2006 - August 2010
Principia College August 2009 - June 2010
Education
Principia College 2008 — 2012
Bachelor of Arts, Business Administration, Mathematics
Edward Jones July 2006 - Present
Providence Health & Services January 1997 - December 2004
Intel Corporation July 1995 - November 1996
McCormick & Schmick's/Jake's Catering January 1994 - July 1995
VTech Computers Inc./Leading Technology Inc. May 1989 - August 1993
Skills
Office Management, Human Resources, Customer Satisfaction, Telecommunications, Customer Service, Peer Mentoring, Supervisory Experience, Facilities Management, Software Documentation, Public Speaking, Leadership, Management, Outlook, Microsoft Office, Project Management, Event Planning, Small Business, Nonprofits, Administrative..., Customer Relations, Financial Services
Education
The Bryman School 1972 — 1973
Certificate, Medical/Clinical Assistant
Portland Community College
Business Administration and Management, General
McCay Wealth Advisory October 2011 - Present
Edward Jones November 2006 - October 2011
Wells Fargo Financial June 2006 - October 2006
Pepperdine University August 2002 - May 2006
Ubiquitous Media Group (Hitachi) May 2004 - August 2004
RamiusUsa Inc April 1997 - June 2004
Education
Pepperdine University 2002 — 2006
Business Administration, Business
Edward Jones November 2012 - December 2013
Education
Prairie View A&M University 2008 — 2012
Edward Jones July 2007 - Present
United States Air Force February 1993 - July 2007
Skills
Administrative..., Administrative..., Military Operations, Military, Office Administration, Customer Service, Program Management, Defense, Microsoft Excel, Military Experience, Office Management, Financial Services, DoD, Outlook, Spreadsheets, Life Insurance, Security Clearance, Information Assurance
Education
Park University 2013 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Edward Jones December 2013 - Present
Malibu Business & Shipping Center March 2006 - 2013
Feddersen & Company January 2012 - April 2012
Skills
Financial Analysis, Market Research, Microsoft Office, Team Management, Management Consulting, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Client Relationship...
Education
Pepperdine University 2010 — 2012
Bachelor of Science (B.S.) Business Administration
Temple University, Japan Campus 2009 — 2011
International Business
Malibu High School
Edward Jones July 2012 - Present
Pacific Life October 2010 - December 2011
Pacific Life July 2006 - October 2010
Pacific Life May 2005 - June 2006
Pacific Life August 2003 - April 2005
Pacific Life February 2002 - July 2003
Pacific Life May 2000 - January 2002
Skills
Training & Development, Project Implementation, Project Coordination, Outlook, Documentation, PowerPoint, Customer Service, Customer Relations, Excel, Telephone Skills, Call Center, Needs Analysis, Instructional Design, Word, Visio, Problem Solving, Process Improvement, SharePoint, Supervisory Skills, Public Speaking, Strategic Planning, Coaching, Performance Management, Microsoft Excel, Software Documentation, Project Planning, Employee Training, Budgets, Change Management, Project Management, Management, Data Analysis, Leadership, Program Management, Time Management, Organizational..., Sales, Team Building, Analysis, Leadership Development, Team Leadership, Product Development, Cross-functional Team..., Insurance, Strategy, Customer Retention, Business Analysis, Human Resources, Business Process..., Call Centers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA)
California State University of Long Beach 2002 — 2003
Bachelor of Arts, Psychology
JPMorgan Chase Bank, NA March 2010 - Present
Edward Jones May 2006 - March 2010
Raytheon Missle Systems June 1997 - March 2006
Education
University of Arizona, Eller College of Management 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Prairie View A&M University 1993 — 1997
BS CS, Computer Science
Secret Garden of Health and Healing January 2009 - Present
Edward Jones 2011 - 2013
Skills
Wellness, Fitness, Entrepreneurship, Customer Service, Small Business, Coaching, Social Networking, Nutrition, Marketing, Team Building, Public Speaking, Social Media, Healthcare, Event Planning, Leadership Development, Personal Development, Fundraising, Training, Teaching, Microsoft Office, Management, Outlook, Microsoft Excel
Education
Penn Foster 2006 — 2008
Granite High School
Edward Jones January 2014 - October 2014
Primerica September 2008 - January 2014
First Army Division West November 2012 - November 2013
479th Field Artillery Brigade November 2010 - October 2012
48th Chemical Brigade July 2007 - July 2010
III Armored Corps August 2003 - June 2006
2/361st Training Support Battalion August 2001 - July 2003
US Army October 1989 - July 2001
Skills
Facilities Management, Project Management, Project Planning, Infrastructure Planning, Force Protection, Emergency Management, Government Contracting, Financial Services, Retirement Income..., Safety Management..., Consequence Management, Hazardous Materials..., Radiation Safety, Contaminated Site..., Information Assurance, Information Security..., Network Administration, Security Clearance, Management
Education
US Army Command and General Staff College 2006 — 2007
Command and General Staff Officers Course
Pittsburg State University 1989 — 1993
Bachelor of Business Administration (BBA), Management and Economics
Edward Jones September 2015 - Present
Eclipse Capital Management September 2015 - Present
Capital One June 2015 - August 2015
Everbright Securities February 2014 - May 2014
Jones Lang LaSalle July 2013 - September 2013
Standard Chartered Bank January 2013 - March 2013
CITIC Securities September 2012 - December 2012
HSBC August 2012 - September 2012
Skills
Microsoft Office, Data Analysis, Quantitative Finance, Econometrics, Microsoft Excel, Economics, R, Matlab, C#, Financial Modeling, C++, Stata, Finance, Statistics, Java, VBA
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Master of Science in Finance—Quantitative Track
Peking University 2010 — 2014
Bachelor's Degree, Economics(Major)/ Statistics(Minor)
Yale University 2012 — 2012
Summer School, Economics, GPA:A for both courses
Arvest Asset Management October 2013 - Present
Edward Jones April 2013 - October 2013
TECO Energy December 2005 - March 2013
Delmar Systems, Inc. February 2005 - November 2005
US Navy January 1985 - January 2005
Skills
Project Management, SAP, Retirement Planning, Financial Analysis, Investment Strategies, Wealth Preservation..., 401k Rollovers, Financial Services, Strategic Financial..., Series 7, Risk Management, Investments, Insurance, Finance, Retirement, Banking, Asset Management, Financial Planning, Wealth Management, Portfolio Management
Education
University of Central Florida 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Pensacola Junior College 2002 — 2004
Associate of Science (A.S.), Accounting and Finance
MUFG Americas February 2014 - Present
Union Bank April 2013 - February 2014
Union Bank May 2011 - April 2013
HC Supply LLC September 2010 - May 2011
Edward Jones June 2009 - August 2009
Skills
Financial Analysis, Credit, Financial Modeling, Investments, Microsoft Excel, Finance, Credit Analysis, Strategic Financial..., PowerPoint, Risk Management, Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Point Loma Nazarene University 2007 — 2011
Bachelor’s Degree, Business, Finance
MassMutual Southwest August 2015 - Present
Edward Jones September 2014 - June 2015
Onyx Marketing, Inc July 2013 - July 2014
Clark Community College September 2007 - June 2008
Silver Creek Construction August 2004 - September 2007
Skills
Time Management, Administration, Marketing, Social Media Marketing, Social Networking, Public Speaking, Social Media, Leadership, Customer Service
Education
Portland State University 2008 — 2010
BS, Civil Engineering
TruePoint Solutions February 2014 - Present
Y Cross Management April 2013 - February 2014
Edward Jones November 2012 - March 2013
O'Reilly Auto Parts February 2008 - October 2012
AutoZone June 2006 - February 2008
Skills
SAS 9.2, Windows 7, Microsoft Office, Customer Service, Sales, Microsoft Excel, Customer Satisfaction, Income Statement, Visio, Microsoft Word, PowerPoint, Outlook, Team Leadership, SQL
Education
University of Arizona, Eller College of Management 2010 — 2011
Bachleor of Science, Business Economics
Pima Community College 2006 — 2009
Associate, Business Administration
Edward Jones May 2009 - Present
Skills
Asset Management, 401k, Customer Service, Equities, Financial Analysis, IRAs, Insurance, Leadership, Life Insurance, Microsoft Office, Public Speaking, Securities, Uniform Combined State...
Education
Pennsylvania State University-Great Valley Graduate Center
Master of Management Degree
University of Baltimore
Bachelor of Science (BS), Business Administration, Management
Various Businesses 2010 - Present
Edward Jones 2003 - 2011
Wells Fargo 1995 - 2003
Anheuser-Busch 1987 - 1995
Skills
Management, Strategy, Business Strategy, Project Planning, Business Planning, Change Management, Analysis, Business Analysis, Management Consulting, Advertising, Finance, Marketing, Marketing Strategy, Market Research, Marketing Communications, Social Media
Education
Polk State College
Financial Services, AS & Marketing, AS, Finance and Financial Management Services
University of South Florida
Pre-Medicine/Pre-Medical Studies
Edward Jones August 2014 - Present
SHRM Leadership Positions January 2002 - Present
Skills
Talent Management, Employee Relations, Training, Employee Benefits, Legal Compliance, Leadership, Staff Development, Talent Acquisition, Succession Planning, Performance Management, Employee Engagement, Workforce Planning, Deferred Compensation, HRIS, Organizational..., Employment Law, Personnel Management, HR Consulting, Human Resources, Management, Coaching, Recruiting, Payroll, College Recruiting, Temporary Placement, Benefits Administration, Policy, HR Policies, Organizational..., Onboarding, Program Management, Interviews, Employee Training, New Hire Orientations, Leadership Development, Applicant Tracking..., Career Development, Conflict Resolution, Resume Writing, Labor Relations, Hiring, Organizational Design, Job Descriptions, Compensation & Benefit, FMLA, PeopleSoft, Recruitment Advertising, Executive Coaching, Employer Branding, Career Counseling
Education
Villanova University 2003 — 2011
Human Resource Development
Pennsylvania State University-Great Valley Graduate Center 1996 — 1998
MBA, Human Resources
University of Scranton 1988 — 1992
BA, English/Communication
Edward Jones January 2014 - Present
US Army Corps of Engineers February 2003 - February 2011
Skills
Fixed Annuities, Variable Annuities, Retirement Plan Account..., 401k, Insurance, 403 b, Simple IRA, SEP IRA, Defined Benefit, Profit Sharing, Saving for Education, Municipal Bonds, Bonds, 529 Plans, Portfolio and..., Coverdell, Trust Services, Fixed Income, Roth IRA, Traditional IRA, Permanent Life Insurance, Long-term Care, Investment Banking, Mutual Funds
Education
Phoenix School of Law 2010 — 2013
Doctor of Law (J.D.)
University of Wisconsin-Parkside 2003 — 2008
Bachelor of Science (BS), Business Management and Finance
Morgan Stanley Private Wealth Management April 2014 - Present
Edward Jones February 2013 - Present
Chuck Jones & Associates, Inc. November 2011 - October 2012
Key Investment Services October 2008 - September 2011
The Welch Group, LLC December 1999 - July 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 63, Mutual Funds, Uniform Combined State..., Series 65, Microsoft Excel, Asset Managment, Investment Advisory, Series 6, Portfolio Management
Education
Portland State University - School of Business 2005 — 2008
Business, Finance
Edward Jones March 2014 - Present
iConsultMD, LLC 2012 - Present
Aptara 2004 - December 2009
Progressive Information Technologies 1996 - 2003
Cadmus Communications 1993 - 1996
Infinity Link Corporation 1990 - 1994
Skills
Web-based Solutions, Content Management, Product Management, Content Strategy, Online Publishing, Ebooks, Content Development, Publishing, Employee Training, Copy Editing, Editing, Books, Mobile Strategy, Structured Authoring, Publications, Editorial, Management, Journals, Project Management, Business Development, Start-ups, XML, New Media, Web 2.0, Academic Publishing, Web Content Management, CMS, Web Content, Taxonomy, Information Architecture, Digital Media, Knowledge Management, Metadata, XSLT
Education
Penn State University 1972 — 1975
B.A., Economics, Spanish (Dual Degree Program) Linguistics Minor
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
Edward Jones 2009 - 2010
Education
Plymouth State University 2005 — 2009
BS, Business Administration
Cannon Wealth Management Services February 2012 - Present
NewBridge Bank December 2007 - February 2012
Edward Jones October 2004 - December 2007
Skills
Certified Financial..., Investment Management, Investment Strategies, Alternative Investments, Holistic Financial..., Estate Planning, Tax Advisory, College Education..., Insurance, Retirement Planning, Investments, Financial Planning, Series 7, Portfolio Management, Financial Advisory, Finance, Financial Services, Securities, Wealth, Wealth Management..., Wealth Management, Mutual Funds, Long-term Care, Long Term Care Insurance
Education
The American College 2010 — 2011
Certificate, Chartered Financial Consultant®
Pensacola Christian College 1994 — 1998
Bachelor's Degree, Theological Studies with Concentration in Youth Ministry
Edward Jones November 2007 - Present
Philip McCully & Associates August 1994 - November 2007
Skills
401k Rollovers, Retirement Planning, 401k, Roth IRA, Traditional IRA, 529 Plans, Annuities, SEP IRA, Simple IRA, Portfolio and..., Stocks, Bonds, Life Insurance, Long Term Care Insurance, Disability Insurance, Mutual Funds, Advisory Services, Estate Considerations
Education
Park University 1987 — 1990
Bachelor's degree, Management & Human Resources
Wells Fargo March 2015 - Present
Greater Atlanta Area January 2015 - Present
Edward Jones August 2014 - December 2014
Glidden Professional #90 July 2012 - June 2014
Glidden Professional April 2011 - July 2012
Glidden Professional July 2010 - April 2011
PPG Industries November 2005 - June 2010
Porter Paints June 2004 - November 2005
Porter Paints June 2004 - November 2005
Skills
Outside Sales, Sales, Customer Service, Pricing, Credit, Troubleshooting, Finance, Cold Calling, Sales Management, Sales Operations, Account Management, B2B, New Business Development, Direct Sales, Profit, Contract Negotiation, Sales Process, Coatings, Team Building, Purchasing, Management, Forecasting, Leadership, Coaching, Paint, Key Account Management, Selling, Lead Generation, Retail
Education
Presbyterian College 2000 — 2004
Bachelors, Business Administration; Management
CUSO Financial Services At NASA Federal Credit Union July 2013 - Present
Morgan Stanley Smith Barney July 2012 - July 2013
Edward Jones January 2010 - July 2012
Gexpro July 2008 - January 2010
Bank of America September 2006 - July 2008
Education
Penn State University
Bachelor of Science (BS), Finance
Edward Jones July 2009 - Present
Amdocs November 2004 - April 2009
Skills
Recruitment/Retention, Performance Management, Talent Acquisition, Hiring, Interviewing, Full-cycle Recruiting, Vendor Management, Applicant Tracking..., Change Management, Excel, Problem Solving, Word, Microsoft Office, Risk Management, Program Management, Sourcing
Education
Penn State University
Saint Louis University September 2010 - Present
Keller Graduate School of Management January 2004 - Present
Amendola & Associates April 2001 - Present
Lee Hecht Harrison April 2007 - June 2013
Saint Louis University (Client) February 2008 - September 2010
Acxiom Corporation May 2006 - March 2007
CyberSource Corporation 1999 - 2001
Global Payments 1998 - 1999
Edward Jones 1997 - 1998
MasterCard International (MAPP) 1987 - 1997
Skills
Product Marketing, Business Analysis, Strategic Planning, Planning, Change Management, Team Building, Coaching, Leadership Development, Problem Solving, Product Development, Process Improvement, Management Consulting, Public Speaking, Mentoring, Program Management, Customer Relations, Research, Account Management, Performance Management, Contract Negotiation, Team Leadership, Marketing Strategy, Team Management, Market Research, PMP, Analysis, Consultative Selling, E-commerce, SDLC, Business Strategy, New Business Development, Management, CRM, Risk Management, Project Management, Customer Service, Project Planning, Software Project..., IT Strategy, Product Management, Integration
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1976 — 1978
MBA
University of California, San Diego 1971 — 1974
BA
FirstBank April 2010 - Present
US Bank June 2009 - April 2010
Regions Bank April 2003 - April 2009
Edward Jones January 2002 - April 2003
Otter Creek Church August 2000 - April 2002
Costa Mesa Church September 1996 - August 2000
Skills
Public Speaking, Loans, Strategic Planning, Mortgage Lending, Credit, Training, Small Business, Mergers & Acquisitions, Management, Real Estate, Leadership, Commercial Lending, Sales, Banking, Investments, Risk Management, Finance, B2B, Financial Analysis, Loan Origination, Credit Analysis
Education
Pepperdine University 1992 — 1996
BA, Theology
Edward Jones August 2015 - Present
National Cable Technicians May 2012 - February 2015
National Cable Technicians May 2010 - May 2012
Beholder Productions December 2006 - May 2009
New England Sports Network May 2006 - July 2006
WTXF Fox-29 News January 2006 - April 2006
Academic Year 2004 August 2004 - May 2005
Skills
Public Speaking
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2012
MBA, Business Administration and Management, General
Ursinus College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Ameriprise Financial Services, Inc. January 2012 - Present
Edward Jones September 2007 - August 2011
John Laing Homes April 2001 - January 2007
Skills
Investments, Financial Planning, Financial Reporting, Customer Service, Reconciliation, Portfolio Management, Annuities, Long Term Care, Retirement Planning, Retirement Income..., Accounting, Tax Preparation, Budgeting, Problem Solving, Decision Making, Attention To Detail, FINRA, Series 7, Series 66, Insurance
Education
Regis University 2012 — 2015
Master of Business Administration (MBA), Finance
Regis University 2000 — 2002
Bachelor of Science (BS), Finance
Pikes Peak Community College 1998 — 2001
Associate of Science (AS), Accounting
Keating Insurance Services, LLC January 2011 - Present
Edward Jones October 2008 - January 2011
Flame Connection September 1998 - July 2008
Skills
Customer Service, Finance, Insurance, Long-term Care, Sales, Sales Management, Small Business
Education
University of Phoenix 2001 — 2004
BSBA, Business Administration
Pima Community College 1997 — 2001
General Studies
Craig Wear Financial Group May 2014 - July 2014
Edward Jones April 2006 - May 2014
Edward Jones May 2011 - July 2012
Edward Jones May 2009 - May 2011
Thrivent Financial of Lutherans November 2007 - February 2009
Edward Jones May 2005 - November 2007
Peterson & Peterson P.C. September 2001 - December 2005
Texas Institute for Arts in Education July 1997 - March 2001
YMCA June 1997 - July 1998
Xerox May 1984 - March 1985
Skills
Leadership, Training, Marketing, Sales, Customer Service, Time Management, Sales Operations, Customer Satisfaction, Finance, Teaching, Administration, Data Entry
Education
Principia College 1975 — 1979
B.A., Business Administration
Principia College 1975 — 1979
B A Business Admin, Business Administration and Management, General
MassMutual December 2009 - Present
The Fountain of Praise 2004 - Present
Gulf Coast Society of Health-System Pharmacists GCSHP 2013 - 2014
TAIPO 2011 - 2012
Houston Business Journal 2011 - 2011
Houston Metropolitan Chamber of Commerce 2009 - 2011
Edward Jones 2008 - 2009
AT&T March 1997 - July 2008
United States Marine Corps May 1984 - May 2004
Kate Bell 1995 - 2003
Skills
Retirement, Training, Gap Analysis, Disability Insurance, Long Term Care Insurance, Access, Leadership Development, Fixed Annuities, Leadership, Small Business, Securities, Strategic Financial..., Insurance, Program Management, Coaching, Entrepreneurship, Business Development, Policy, Business Analysis, Sales, Project Management, Customer Service, Public Speaking
Education
Prairie View A&M University 1980 — 1984
B. A, Economics
Robert E. Lee Baytown 1976 — 1980
H.S. Diploma
Edward Jones October 2014 - Present
Education
Penn State University 2011 — 2014
Associate of Science (AS)
Lakeside Lutheran HS 1999 — 2003
HS Diploma
Janney Montgomery Scott August 2011 - Present
Edward Jones May 2009 - February 2010
Skills
Investment Management, Estate Planning, Insurance, Retirement Planning, Financial Advisory, Income for Life, Long-term Care, Variable Annuities, Stocks, Mutual Funds, Municipal Bonds, Series 7, Investments, Retirement, Wealth Management, Fixed Annuities, Asset Allocation, Finance
Education
Penn State University 2004 — 2005
Masters of Architectural Engineering, Construction Management
Penn State University 2001 — 2005
Bachelor of Architectural Engineering, Construction Management
Edward Jones November 2011 - Present
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Penn State University 1991 — 1993
Civil Engineering
Beaming White February 2013 - Present
Oregon Resources Corporation July 2011 - September 2012
Parsons and Associates January 2011 - July 2011
PennLife - Senior Solutions January 2009 - January 2011
Medford Senior Center - Board Member 2010 - 2011
Medford Chamber of Commerce - Greeters 2007 - 2009
Edward Jones October 2005 - November 2008
Beulah Fly Rods August 2002 - October 2005
JRM Door Ltd. - A JELD-WEN Company January 2000 - August 2002
Normas Puertas - A JELD-WEN Company 1998 - 2000
Skills
Insurance, Start-ups, Management, Sourcing, Supply Chain, Strategic Planning, Leadership, Inventory Management, Business Strategy, Business Development, Strategy, Product Development, Sales, Manufacturing, Customer Service, Leadership Development, Training, Marketing, Recruiting, Six Sigma, Budgets, Logistics, Cross-functional Team..., Lean Manufacturing, Negotiation
Education
University of Liverpool, MSc - In Progess 2011 — 2013
Master of Science (MSc) Supply Chain Management, Intenational Contracts and Procurement, A/B
Portland State University - School of Business 1990 — 1992
BA, International Business, Quantitative Analysis, Information Systems
Ashland High School
Merrill Lynch October 2013 - Present
Credit Suisse April 2011 - September 2013
Wells Fargo July 2010 - April 2011
Edward Jones June 2009 - June 2010
Sontag Advisory April 2008 - October 2008
Skills
Portfolio Management, Series 7, Finance, Asset Allocation, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 63, Banking, Fixed Income, Equities, Loans, Alternative Investments, Asset Management, Securities
Education
Penn State University 1999 — 2003
BS, Business Management
Edward Jones September 2012 - Present
BAE Systems July 2011 - Present
Malibu Boats 2008 - 2009
Saleen, Inc. 2005 - 2007
Cottonsmith May 2003 - March 2005
MTS, INC. 1992 - 2003
Skills
Business Strategy, Business Development, New Business Development, Program Management, Marketing Strategy, Sales Management, Automotive, Product Development, Strategic Planning, Business Planning, Contract Negotiation, Start-ups, CRM, Product Management, Market Research, Project Management, Change Management, Team Building
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Edward Jones October 2013 - Present
Northwestern Mutual July 2013 - October 2013
Westinghouse Electric Company 2012 - 2013
GE Transportation 2004 - 2004
The Conair Group 1997 - 2003
Education
Pennsylvania State University-Erie Campus 1992 — 1997
Bachelors of Science, Applied Mathematics
Seneca High School
Edward Jones March 2015 - Present
Edward Jones December 2014 - Present
Marshall Public Schools July 2012 - June 2014
Lakeland R-III School District July 2006 - June 2012
Hume R-8 School District July 2004 - June 2006
Hume R-8 School District June 2001 - June 2004
Nevada R-V School District August 1996 - May 2001
Skills
Curriculum Design, K-12, Curriculum Development, Teaching, Educational Technology, Educational Leadership, Classroom Management, Classroom, Higher Education, Staff Development, Special Education, Public Speaking, Teacher Training, Budgets, Elementary Education, Differentiated..., Adult Education, Leadership Development, Secondary Education, Lesson Planning
Education
Pittsburg State University 2001 — 2004
Ed. S., District Level Administration
Pittsburg State University 1997 — 2000
MS Ed., Educational Leadership
Pittsburg State University 1991 — 1996
BS Ed, Biology
High School
Edward Jones November 2000 - Present
Skills
Customer Service, Leadership, Marketing, Sales, Banking
Education
Penn Foster Career School
Certification, Pharmacy Technician/Assistant
Wells Fargo Advisors March 2012 - Present
Edward Jones June 1997 - March 2012
Newport News Shipbuilding, A Division of Huntington Ingalls Industries March 1996 - June 1997
US Navy February 1990 - February 1996
Skills
Investments, Retirement Planning, Saving for Education, Insurance, Mutual Funds, Financial Analysis, Disability Insurance, Small Business, Finance, IRAs, Asset Allocation, Strategic Financial..., 401k Rollovers, Asset Management, Life Insurance, Risk Management, Investment Advisory, Wealth Management
Education
Thomas Edison State College 1996 — 1998
Bachelor of Applied Science (BASc), Nuclear Engineering Technology/Technician
Penn State University 1986 — 1989
Macy's October 2012 - Present
Macy's June 2012 - September 2012
The Daily Collegian August 2011 - May 2012
Macy's June 2011 - August 2011
The Daily Collegian August 2010 - December 2010
Smeal College Dean's Office June 2010 - December 2010
The Daily Collegian January 2010 - August 2010
Edward Jones June 2009 - August 2009
Vickery Consulting June 2008 - August 2008
Skills
Sales Management, Advertising, Advertising Sales, Account Management
Education
Penn State University 2008 — 2012
Bachelor of Science, Management
Heritage Financial Services March 2015 - Present
American National Bank September 2014 - January 2015
Edward Jones July 2011 - September 2014
United Methodist Church June 2008 - June 2011
Skills
Finance, Event Planning, Public Speaking, Customer Service, Leadership, Marketing, Team Building, Strategic Planning, Social Media, Marketing Strategy, Social Media Marketing, Sales, Microsoft Office, Social Networking, Public Relations, Event Management, Management, Insurance, Life Insurance, 401k, Asset Management, Banking, Budgets, Coaching, College Savings Plans, Credit, Disability Insurance, Employee Benefits, Estate Planning, Fundraising, Health Insurance, IRAs, Leadership Development, Loans, Long Term Care Insurance, Long-term Care, Microsoft Excel, Microsoft Word, Mortgage Lending, Nonprofits, Portfolio Management, Securities, Small Business, Term Life Insurance, Whole Life
Education
Saint Paul School of Theology 2008 — 2011
Master of Divinity (M.Div.), Pastoral Studies/Counseling
Peru State College 2005 — 2008
Bachelor of Science, Elementary Education and Teaching
LPL Financial October 2010 - Present
Edward Jones January 2005 - October 2010
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Investments, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Series 66, Annuities, IRA's, Financial Advisory, Portfolio Management, Long Term Care, Securities, 401k, Investment Strategies, Insurance Planning, Alternative Investments, Insurance, 401k Rollovers, Wealth, Bonds, Charitable Giving, Series 63, Stocks, Equities, Wealth Accumulation, ETFs, Disability Insurance, Fixed Income, IRAs, Financial Planners, Fixed Annuities, Long-term Care, Strategic Financial..., Finance, Small Business, FINRA, Life Insurance, Wealth Management..., Roth IRA, College Savings Plans, Investment Management, Long Term Care Insurance, Series 65, Series 6
Education
Pfeiffer University 1982 — 1986
BS, Economics
West Montgomery High School 1974 — 1978
College prep, general
Maccio Financial Group October 2010 - Present
Edward Jones 2007 - 2011
The Hartford January 2005 - May 2007
The Hartford January 2004 - January 2005
The Hartford - Personal Lines Insurance Center May 2001 - January 2004
Gorilla Joe's Café October 1994 - May 2001
Education
Post University 2002 — 2007
Bachelor of Science, Finance
Edward Jones January 2014 - Present
Funky Junky October 2010 - Present
ColArt Americas June 1997 - November 2012
Dinehart Properties LLC 1996 - 2009
ColArt Americas June 1995 - June 1997
ColArt Americas November 1992 - June 1995
The Art Stores June 1988 - November 1991
Standard Brands Paint Co June 1982 - June 1988
Skills
Marketing Strategy, Sales, Sales Management, Sales Operations, Consumer Products, Product Development, Merchandising, New Business Development, Account Management, Customer Service, Digital Marketing, Retail, Product Management, Forecasting, Fine Art, Marketing, Negotiation, Team Building, Public Speaking, Brand Management, Strategic Planning, Contract Negotiation, Business Development, Trade Shows, Art, Trade Marketing, Advertising
Education
Portland State University
Art, Business
Pure Gallery, Inc. 2005 - Present
Edward Jones July 2012 - March 2013
Mechanicsburg Business Women 2002 - 2009
Skills
Small Business, Accounting, Public Speaking, Fundraising, Entrepreneurship, Financial Analysis, Awesomely Creative, Quick Witted, Humble
Education
PPFA - CPF 2007 — 2007
CPF, Certified Picture Framer
American College - CFP 2001 — 2003
CFP, Certified Financial Planner
Penn State University
BS, Accounting
Shippensburg University of Pennsylvania
MBA, Finance
YMCA - Certified Scuba Diver
Certified, Certified Scuba Diver
Edward Jones July 2014 - Present
White House Black Market 2011 - Present
Les Copains USA Leased Boutique 2003 - 2010
New England Financial Division of MetLife January 1996 - January 2002
John Hancock Financial Services January 1992 - January 1995
Skills
Merchandising, Inventory Management, Retail, Apparel, Sales, Inventory Control, Visual Merchandising, Store Management, Customer Service, Loss Prevention, Fashion, Profit, Trend Analysis, Event Management, Styling, Management, Sales Management, Recruiting, Selling, Luxury Goods, Marketing, Product Development, Store Operations
Education
New York Institute of Technology 1986 — 1988
MBA, Marketing
New York Institute of Technology- NYC
MBA, Marketing
Penn State University
BA, International Politics
Pennsylvania State University, University
BA
Edward Jones School CounselorCalvert County Public SchoolsAugust 2005 - May 2008
Blairsville-Saltsburg School District August 2002 - June 2005
McKeesport Area school district August 1999 - June 2002
Education
University of Pittsburgh 1997 — 1999
Masters, Psychology in Education
Penn State University 1993 — 1997
Bachelor's, Health and Human Development
Lenovo October 2014 - Present
IBM May 2013 - Present
Computer Task Group October 2012 - May 2013
IBM March 1984 - March 2012
Edward Jones 2012 - 2012
Skills
Product Development, Microsoft Office
Education
Penn State University 1980 — 1984
BSME, Mechanical Engineering
Sierra Nevada College January 2015 - Present
Tahoe School of Music May 2015 - Present
Arbonne International July 2007 - Present
Tahoe Music Institute September 2011 - May 2015
Newton Public Schools September 2009 - June 2011
Edward Jones December 2006 - June 2011
Skills
Gardening, Baking, Public Speaking, Event Planning, Event Management, Fundraising, Customer Service, Teaching, Piano, Skin Care, Public Relations, Wellness, Training, Facebook, Music, Coaching, Marketing, Entertainment, Cosmetics, Leadership Development, Small Business
Education
Plymouth State University 1996 — 2001
BA, Music
Kennett High School 1992 — 1996
WXPN June 2011 - Present
Wells Fargo Advisors May 2010 - June 2011
Edward Jones February 2009 - May 2010
Clear Channel Radio January 2007 - January 2009
Cox Radio March 2003 - January 2007
CBS Radio May 1998 - March 2003
Skills
Sales Management, Team Leadership, High Performance Teams, Advertising, Strategic Planning, Talent Management, Marketing Strategy, Change Management, Digital Media, Collaborative Leadership, Goal-driven leader, New Business Development, Sales, Leadership, Budgets, Marketing, Salesforce.com, Management, Radio, Training, Social Media Marketing, Account Management
Education
Penn State University
Bachelor of Arts (BA), Speech Communications
Edward Jones February 2006 - Present
Education
Penn State University 1991 — 1995
Bachelor of Science (B.S.), Business Management
Hazleton Area High School 1987 — 1991
High School Diploma, Academic
AmWINS Group July 2015 - Present
Law Offices of Rosenthal, Withem & Zeff January 2012 - July 2015
Accounttemps April 2011 - September 2011
Edward Jones November 2009 - May 2011
Hull & Company Inc August 2007 - August 2010
Skills
Invoicing, Microsoft Excel, QuickBooks, Filing, Fax, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Bank Reconciliation, Legal Research, Legal Assistance, Office Administration, File Management, Spreadsheets, Customer Service, Time Management, Telephone Skills, Administrative..., Data Entry, Research, Teamwork
Education
California State University Channel Islands 2013 — 2015
Bachelor of Business Administration (BBA), Business Administration with a Minor in Economics
University of California, Santa Barbara 2011 — 2013
Economics
Pierce College 2008 — 2011
Associates Degree in Social and Behavioral Science, Business Administration
Vocal Performance with Music Celebrations International at the KKK
El Camino Real High School
High School Diploma, 2008
Edward Jones March 2015 - Present
Keysight Technologies April 2011 - Present
Agilent Technologies April 2011 - October 2014
Agilent Technologies June 2009 - March 2011
Agilent Technologies January 2009 - June 2009
Agilent Technologies May 2008 - August 2008
Cisco Systems January 2007 - July 2007
Education
Penn State University 2004 — 2008
B.S.
AssistRx, Inc October 2014 - Present
Omnicare Inc. June 2014 - October 2014
Physicians United Plan April 2014 - June 2014
Physicians United Plan January 2013 - April 2014
Edward Jones July 2009 - January 2013
Epilepsy Services of West Central Florida December 2000 - July 2009
Skills
Access, Customer Service, Data Entry, ITIL, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Process Improvement, Software Documentation, Transcription, Visio, Active Directory, Ticketing Systems, Office 365, Time Management, Prioritize Workload, Self Directed, Insurance, HIPAA, Training, Healthcare, Team Building, Documentation, Medicare, Health Insurance, Technical Support, Disaster Recovery, Business Continuity..., Information Security..., Service Desk Management, Seven Habits of Highly..., Cross-functional..., Relationship Building
Education
University of South Florida 1994 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Polk State College 1988 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Boston Analytical July 2014 - Present
Members First Credit Union of NH September 2009 - July 2014
Members First Credit Union of NH November 2007 - September 2009
Bank of New England June 2006 - November 2007
Members First Credit Union of NH July 2005 - December 2005
Members First Credit Union of NH November 2001 - July 2005
Edward Jones 2001 - 2003
Skills
Marketing, Public Relations, Consumer Lending, Advertising, •Business Development..., •Process..., •Budgeting & Analysis..., Sales, Business Development, Management, Loans, Customer Service, New Business Development, Social Media Marketing, Social Media, Email Marketing, Integrated Marketing, Account Management, Budgets, Marketing Strategy, Marketing Communications, Strategy
Education
Plymouth State University 1994 — 1998
BS, Marketing, communications
Lincoln Financial Group July 2014 - Present
Edward Jones April 2014 - July 2014
Edward Jones April 2010 - April 2014
Bankers Life and Casualty April 2009 - April 2010
Presque Isle Downs and Casino March 2008 - October 2009
PNC Investments June 2007 - October 2007
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Customer Service, Marketing, Finance, PowerPoint, Equities, Market Research, Research, Analysis, Banking, Accounting, Insurance, Strategic Financial...
Education
Pennsylvania State University-Erie Campus 2004 — 2008
Bachelor of Sciene, Finance, Economics
Edward Jones June 2010 - Present
Impressions, whq May 2009 - August 2009
Skills
Uniform Combined State..., series 7
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Smeal College of Business - Marketing, International Business, Entreprenuership
Edward Jones October 2014 - Present
Bushwacker, Inc November 2013 - October 2014
World Financial Group (WFG) August 2011 - June 2014
Jerry Mettee Painting May 2007 - November 2013
Adventures Without Limits April 2010 - July 2011
Skills
Employee Benefits, Insurance, Retirement Planning, Employee Relations, Recruiting, Leadership Development, Strategic Financial..., Human Resources, Training, Coaching, Organizational..., Leadership, Employee Training, Sales
Education
Portland State University 2010 — 2012
BS, Business Management and Leadership as well as Human Resource Management
Portland State University - School of Business
Bachelor's degree, Business Administration and Management
Edward Jones October 2014 - Present
Cato Institute January 2013 - September 2013
Pomona College May 2011 - April 2012
Sustainable Claremont October 2010 - December 2010
Blue Planet Foundation May 2010 - August 2010
STI Medical Systems May 2009 - August 2009
Skills
Research, Microsoft Office, Networking, Non-profits, Teamwork, Golf, Scientific Writing, Policy Analysis, Nonprofits, Public Speaking, Event Planning, Grant Writing, Microsoft Excel
Education
Pomona College 2008 — 2012
B.A., Biology
Punahou School 2004 — 2008
CFA Institute
Edward Jones September 2014 - Present
Wake Internal Medicine Consultants, Inc./Wake Gastroenterology/Rx Urgent Care December 2011 - October 2014
SciTech Publishing December 2010 - December 2011
Skills
Writing, Creative Writing, Report Writing, Editing, Text Editing, Reading, Multi Tasking, Grammar, English grammar, Punctuation, Spelling, Close Attention to..., Rhetoric, Rhetorical Analysis, Textual Analysis, Event Planning, Photoshop, Social Media, Web Design, Graphic Design, Customer Service
Education
Peace College
Raytheon June 2013 - Present
Edward Jones June 2012 - August 2012
Bates White Economic Consulting January 2012 - May 2012
Pennsylvania Department of Transportation May 2010 - August 2011
Penn State Auxiliary Police March 2010 - November 2010
Hoover Tree Farm January 2007 - January 2009
Skills
Leadership, Team, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Economics, Customer Service, Time Management, Financial Analysis, Access, Program Management
Education
Penn State University 2009 — 2013
Bachelor of Science, Economics/Business
Edward Jones 2006 - Present
Clover Presbyterian Church August 2010 - March 2011
Limestone Presbyterian Church May 2003 - September 2006
Skills
Christian Education, Nurturing, Listening to customers, People Skills, Spirituality, Chaplaincy, Public Speaking, Leadership, Preaching, Research, Theology, Church Events, Customer Service, Pastoral Care, Teaching, Youth Ministry, Curriculum Design, Community Outreach, Leadership Development
Education
Union Presbyterian Seminary 2006 — 2012
Master of Divinity (M.Div.)
Presbyterian College 2001 — 2003
BA, Religion/Christian Education
LPL Financial October 2011 - Present
Edward Jones November 2008 - August 2011
The Methodist Hospital System October 2002 - April 2008
Skills
Investments, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Retirement Planning, Investment Advisory, Equities, Series 63, Investment Strategies, Asset Managment, Strategic Financial..., Fixed Income, Alternative Investments, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, People Skills, Building Relationships
Education
Texas Woman's University 2005 — 2006
Master of Business Administration (MBA)
Prairie View A&M University 1982 — 1986
Bachelor of Science, Registered Nursing/Registered Nurse
Goldman Sachs July 2014 - Present
Rockstar Energy Drink August 2012 - April 2014
Geoffrey's Malibu April 2011 - November 2013
Pepperdine University School of Law August 2012 - January 2013
Edward Jones April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Research, English, Teamwork, Windows, Team Leadership, Regression Analysis, Bloomberg, Morningstar, Thompson One, Simio, Facebook, Advertising, Management, Leadership
Education
Pepperdine University 2010 — 2014
Bachelor of Science (BS), Finance
Pepperdine University, Lausanne, Switzerland 2012 — 2012
Edward Jones June 2015 - Present
Brentwood Asset Advisors, Inc. March 2012 - May 2015
Edward Jones June 2014 - August 2014
Skills
Data Analysis, Databases, Data Entry, Salesforce.com, Sales, New Ventures, Website Development, Social Media Marketing, Social Networking, Webinar Development, Client Development, Social Media, Microsoft Excel, Public Relations, Leadership, Public Speaking, Microsoft Word, Marketing, Microsoft Office, PowerPoint
Education
Pepperdine University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Pepperdine University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Independent Contractor January 2013 - Present
Soundproof Cow November 2013 - October 2014
JLG January 2013 - September 2013
Darden Restaurants February 2010 - August 2013
Edward Jones February 2010 - September 2012
Citicorp August 2008 - April 2009
Patriot Federal Credit Union September 2007 - May 2008
Phoenix World Outreach September 2006 - August 2007
Skills
Marketing, Budgets, Public Relations, Customer Service, Sales, Business Relationship...
Education
Penn State University 2008 — 2012
Bachelor, Marketing and Business Development, Business Management/Administration
Penn State University 2008 — 2012
Bachelor's degree, Marketing, Logistics, Supply Chain Management
Loudoun County HS
Prudential August 2010 - Present
Edward Jones July 2009 - November 2009
Atlantis Petroleum, LLC April 2008 - November 2008
American Enterprise Funding, LLC April 2007 - March 2008
Getty Petroleum Marketing, Inc. September 1998 - March 2007
Getty Petroleum, LLC 1998 - 2007
Cumberland Farms October 1995 - August 1998
Uni-Mart's January 1988 - September 1995
Skills
Real Estate, Project Management, Microsoft Word, Retail, Contract Management, Contract Negotiation, Financial Analysis, Insurance, Finance, Marketing, Strategic Financial..., Strategic Planning, Business Planning, Management, Team Building, Negotiation, Microsoft Excel, Business Development, Budgets, Sales Management, Sales, New Business Development, Microsoft Office, Marketing Strategy, Account Management, Customer Service, Leadership, Banking, Asset Management, Sales Operations
Education
Penn State University 1983 — 1988
BS, Real Estate
John L Scott Real Estate April 2004 - Present
Edward Jones August 1999 - January 2002
Skills
Relocation, Residential Homes, Investments, Real Estate, Real Estate Transactions, Selling, Sales, Sellers, Short Sales, First Time Home Buyers, Buyer Representation, Foreclosures, Investment Properties, Single Family Homes, Investors, REO, Condos, Referrals, New Home Sales, Listings, Luxury, Finance, FHA, Move Up Buyers, Income Properties, Property Management, Brokerage, Negotiation, Real Estate Development
Education
University of Oregon 1983 — 1988
BS Economics, Economics
Portland State University 1992 — 1994
MS, Urban Planning & Community Development
MassMutual Financial Group June 2013 - June 2015
Edward Jones December 2012 - March 2013
Skills
Comprehensive Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Investments, Education Planning, Customer Service, Business Planning, FINRA Series 7, FINRA Series 66
Education
Penn State University 2006 — 2009
Bachelor of Science (BS), Finance, General
Concierge Wealth Management Services August 2013 - Present
Edward Jones June 1998 - August 2013
Edward Jones January 1995 - December 1997
Mercy Hospital San Diego January 1986 - April 1989
Skills
Retirement, Investment Advisory, Retirement Planning, Mutual Funds, Investments, Finance, Wealth Management..., Asset Allocation, Financial Advisory, Strategic Financial..., Hugs, Series 7, IRAs, Term Life Insurance, Reirement Income..., Long Term Care Insurance
Education
Point Loma Nazarene University 1981 — 1985
Bs, Business/Finance
Stephens College 1980 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
Valhalla High 1976 — 1980
Edward Jones April 2014 - Present
Winn Dixie Stores May 2010 - April 2014
Winn Dixie Stores January 2008 - May 2010
Winn Dixie Stores April 2007 - January 2008
Skills
P&L Responsibility, Asset Managment, Communication, Sales Management, Shrink Reduction, Associate Development, Associate Engagement, Operations Management, Exceeding Customer..., High Expectations, Goal-oriented..., Management, Customer Service, Asset Management, Merchandising, Recruiting, Income Statement, Process Scheduler, P&L Management, Marketing, Sales, Profit, Interviews, Hiring, Loss Prevention, Analysis, Inventory Control, Grocery, Retail, Store Operations, Inventory Management, P&L, Pricing, Visual Merchandising
Education
Penn State University 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Edward Jones May 2011 - Present
Schulman Associates IRB, Inc. September 2010 - May 2011
Covance June 2008 - August 2010
WaMu 2004 - 2008
Novartis Ophthalmics 1999 - 2003
Skills
Business Development, Customer Service, Finance, Investments, Leadership, Strategic Financial..., Strategic Planning, Research
Education
Penn State University 1991 — 1995
B.S., Biology
AT&T Mobility July 2013 - Present
Premium Card Solutions April 2012 - Present
Advocate Merchant Solutions January 2012 - April 2012
The Baltimore Life Insurance Company February 2011 - October 2011
Edward Jones September 2001 - January 2011
American Express 2000 - 2001
Society for Nonprofit Organizations October 1982 - December 1999
Skills
Credit Cards, New Business Development, Account Management, Payments, Leadership, Customer Service, Marketing, Strategic Planning, Sales Management, Selling, Sales, B2B, Marketing Strategy, Social Media, Marketing Communications, Insurance, Team Building, Social Networking, Sales Process, Sales Operations, Budgets, Direct Sales, Debit Cards, Cold Calling, Public Relations, Business Development, Customer Retention, Business Planning, Banking, Strategic Partnerships, CRM, Finance, Small Business
Education
Penn State University 1975 — 1982
Bachelor's degree, Community Development
Ardsley High
Windward School
Edward Jones October 2014 - Present
Skills
Customer Service, Credit, Program Management, Marketing, Budgets, Banking, Retail Banking, Credit Unions, Loans, Mortgage Lending, Sales, Microsoft Office, Public Relations, Social Media Marketing, Small Business Lending, Finance, Underwriting, Business Development, Leadership, Small Business, Analysis, Negotiation, Insurance, Account Management, Process Improvement, Team Building, Time Management, Human Resources, Management, Consumer Lending, Executive Management, Mergers & Acquisitions
Education
Piedmont College 2003 — 2005
MBA
Celgene Corporation May 2015 - Present
North Jersey Board of Approved Basketball Officials, Inc. August 2013 - Present
Celgene Corporation March 2014 - May 2015
Celgene December 2012 - February 2014
Celgene October 2009 - December 2012
Edward Jones September 2008 - May 2009
Wachovia Securities Financial Network June 2008 - August 2008
Skills
compliance, investing / financial..., accounting / finance, Budgeting, Trading, Stock Market, Excel, PowerPoint, Accounting, Valuation, Securities, Financial Analysis, Customer Relations, Research, Asset Management, Investments, Mutual Funds, Microsoft Excel, Customer Service, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
MBA, Accounting
Penn State University 2005 — 2009
BS, Finance
Edward Jones July 2007 - Present
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Mutual Funds, 529 Plans, Asset Allocation, Roth IRA, Investment Strategies, Financial Advisory, Strategic Financial..., Series 63, Estate Planning, Financial Planning
Education
Point Loma Nazarene University 2001 — 2005
City of Tucson February 2012 - Present
ITT Technical Institute December 2011 - September 2014
CMS Engineering March 2011 - February 2012
Edward Jones October 2007 - February 2011
Environmental Systems Products December 2004 - March 2007
Environmental Systems Products March 2003 - December 2004
Environmental Systems Products (ESP) April 1990 - March 2003
United Technologies June 1979 - April 1990
Skills
System Design, Engineering, Project Management, Program Management, Circuit Design, Research Projects, Electrical Controls, Engineers, EMC, Safety Certification, Air Quality, Consulting Engineering, Water, University Teaching
Education
Penn State University 1975 — 1979
BS, Electrical Engineering
Edward Jones October 2013 - Present
Community Help Centre February 2011 - May 2013
Lehigh Valley Zoo August 2007 - August 2011
Skills
Client Counseling, Babysitting, Phone Etiquette, Customer Service, Psychology, Community Outreach, Mental Health, Psychotherapy, Conflict Resolution, Nonprofits, Training
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Psychology
Parkland High School 2005 — 2009
Edward Jones March 2015 - Present
Self-Employed October 2014 - March 2015
United States Air Force March 2012 - June 2014
United States Air Force January 2011 - March 2012
United States Air Force August 2010 - January 2011
United States Air Force June 2008 - August 2010
United States Air Force July 2007 - June 2008
United States Air Force June 2005 - July 2007
United States Air Force July 1985 - June 2005
Skills
Air Force, Information Assurance, Security Clearance, Space Systems, Aerospace, Military, DoD, Top Secret, Military Operations, Government Contracting, Command & Control, Operational Planning, National Security, Earned Value Management, Aviation, Systems Engineering, Defense, Command, Military Experience, C4ISR, Intelligence, Intelligence Analysis, Navy, Electronic Warfare, Radar, UAV, Interagency Coordination, SIGINT, Special Operations, COMSEC, SCI Clearance, Tactics, Readiness, Joint Military..., Military Training, Organizational..., Leadership
Education
National Defense University 2004 — 2004
Masters, Resource Strategy
Air University 1999 — 2000
Masters, Military Operational Art and Science
Penn State University 1992 — 1994
Bachelors/Masters, Meteorology
Cashwell Appliance Parts Inc September 2015 - Present
TMC Transportation 2014 - 2015
Up & Coming Weekly February 2014 - August 2014
Edward Jones September 2012 - January 2014
Walter J. Pikul, MBA, CPA, CFP February 2009 - April 2011
Skills
Bookkeeping, Tax Preparation, Financial Reporting, Bank Reconciliation, Microsoft Excel, Microsoft Word, Transportation
Education
Pensacola Christian College 2003 — 2007
Bachelor of Science (B.S.), Accounting
Edward Jones November 2014 - Present
Firestone December 2012 - November 2014
Green Door April 2009 - October 2012
Skills
Customer Service, Leadership, Sales, Collaborative Problem..., Public Speaking, Problem Solving, Strategic Planning, Research, Microsoft Office, Management, Fundraising, Social Media, Team Building
Education
Pepperdine University 2001 — 2005
Bachelor's degree, Philosophy
Pepperdine University 2001 — 2005
Bachelor's degree, Philosophy
Edward Jones July 2014 - Present
Walnut Grove High School July 2010 - July 2014
Walnut Grove High School July 2010 - July 2014
Walnut Grove High School August 2009 - May 2010
Empowered Youth Program October 2008 - October 2009
Burney-Harris-Lyons Middle School January 2009 - May 2009
Political Campaign October 2007 - October 2008
Barrett Properties June 2008 - August 2008
Fatz Café June 2007 - December 2007
Skills
Leadership, Grant Writing, Event Planning, Coaching, Microsoft Excel, Higher Education, Leadership Development, Outlook, Sales, Event Management
Education
The University of Georgia 2008 — 2010
Master of Education, Professional School Counseling
Piedmont College 2007 — 2008
Certification, Middle Grades Social Studies
Presbyterian College 2003 — 2007
Bachelor of Science, Psychology
Edward Jones November 2014 - Present
State Street October 2007 - January 2015
Indymac Bank March 2006 - October 2007
CitiFinancial January 2005 - March 2006
Skills
Financial Analysis, Financial Services, Pricing, Mutual Funds, Fixed Income, Bloomberg, Equities, Business Analysis, Derivatives, Risk Management, Banking, Investments, Relationship Management, Financial Planning, Credit, Wealth Management, Finance, Retirement Planning, Portfolio Management
Education
Pittsburg State University 1995 — 2001
MBA, Finance, General
Symetra Financial January 2015 - Present
Russell Investments May 2014 - January 2015
AssetMark (formerly Genworth Wealth Management) June 2011 - May 2014
Edward Jones April 2010 - June 2011
UnitedHealth Group January 2008 - April 2010
JS General Agency June 2004 - January 2008
Pacific Life Insurance Company August 2001 - May 2004
Skills
Licensed Real Estate..., Series 7, Series 66, Insurance, Sales, Sales Management, Negotiation, Training, Data Manipulation, Management, Fixed Annuities, Financial Analysis, Financial Services, Analysis, Securities, Microsoft Excel, Uniform Combined State..., Health Insurance, Portfolio Management, Small Business, Investments, Strategy, Finance, Process Improvement, Leadership, Selling, Employee Benefits, Life Insurance, Banking, Sales Operations, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
University of California, Irvine 1997 — 2001
BA, Economics
Manufacturing Engineering Consultant August 2013 - Present
Independent Consultant 2010 - 2012
Pacific Power Products 2008 - 2010
Manufacturing Consultant & Project Manager 2007 - 2008
Logic General / ArrowDisc 2005 - 2007
Edward Jones 2003 - 2005
PDG/PTC, LLC, Seattle, WA, Consulting Firm 2000 - 2003
OptiDisc / Trojan Lithograph 1992 - 2000
Previous Employment 1985 - 1992
Skills
Plant Management, Manufacturing Leadership, Operations Leadership, Facilities Planning, Business Statistics, Policy/Procedure..., Project Management, ISO, Production Management, Facilities Management, Tenant Improvement, Manufacturing
Education
Penn State University 1980 — 1984
San Jose State University
Business Administration and Management, General
Washington Metropolitan Area Transit Authority April 2010 - Present
Panera, LLC ( Panera Bread Company) August 2007 - July 2009
Aegion (formerly Insitution Technologies, Inc.) December 2004 - August 2007
Edward Jones December 2003 - December 2004
Deutsche Financial Services November 1994 - March 2003
Wetterau Incorporated, a SUPERVALU company March 1986 - November 1994
Skills
Ceridian, PeopleSoft, General Ledger, Report Writing, Time & Attendance, JD Edwards, Payroll, Payroll Taxes, ADP Payroll, HRIS, Human Resources, Performance Management, Employee Benefits, Onboarding, Management, Multi-state Payroll..., Benefits Administration, Training, Process Improvement, Personnel Management, Recruiting, Kronos, Deferred Compensation, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Policy, New Hire Orientations, Accruals, Leadership, Budgets, Employee Relations
Education
Southern Illinois University, Edwardsville 1980 — 1988
MBA, General Business Business Systems
Principia College
Bachelor of Arts, Business
Edward Jones June 2011 - Present
BBP Beverage Inc May 2008 - June 2011
University of Alabama September 2005 - May 2007
Skills
Series 7, AAMS, Series 66, Loans, Asset Management, Banking, Equities, Life Insurance, Insurance, Credit Analysis, Financial Modeling, Small Business Lending, Risk Management, Consumer Lending, Relationship Management
Education
Thunderbird School of Global Management 2007 — 2008
Master's degree, International Finance
University of Alabama, Manderson Graduate School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, General
Presbyterian College 2001 — 2005
BS, Business Management
State Street Bank February 2014 - Present
State Street July 2012 - February 2014
State Street June 2011 - July 2012
State Street June 2010 - June 2011
Edward Jones August 2008 - June 2010
Skills
Bloomberg, Finance, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Investments, Accounting, Portfolio Management, Financial Services, Financial Reporting, Securities, Banking, Equities
Education
Pittsburg State University 2002 — 2006
Edward Jones December 2005 - Present
Education
Pittsburg State University 1985 — 1989
Clique Development and Technology Firm January 2013 - Present
Heritage Group August 2012 - Present
Red Zone Old City February 2011 - December 2012
Clique Nightlife June 2008 - April 2011
Edward Jones 2008 - 2009
Best Buy September 2004 - February 2008
Skills
Restaurants, Nightlife, Scheduling, Event Management, Event Planning, Consulting, Social Media Marketing, Social Media, Social Media Strategist, Mobile Applications, Entertainment, Mobile Marketing, Team Building, Coaching, Process Scheduler, Social Networking, Time Management, Entrepreneurship, Leadership, Public Speaking, Marketing, Marketing Strategy, Sales, Customer Satisfaction, Web Design, Recruiting, New Business Development, Advertising, Customer Service, Sales Management
Education
Penn State University 1999 — 2003
BS, Management Science & Information Systems
Resurgent Capital Services January 2015 - Present
BB&T October 2011 - July 2012
Edward Jones May 2007 - October 2011
B.P. Barber & Associates January 2005 - May 2007
United States Marine Corps 1993 - June 2002
Skills
Management, Portfolio Management, Leadership, Investments, Finance, Risk Management, Financial Analysis, Strategy, Strategic Planning, Team Building, Insurance, Strategic Financial..., Auditing, Forecasting, Public Speaking, Business Development, Financial Modeling, Operations Management, Financial Forecasting, Financial Risk..., Microsoft Excel, Microsoft Access, Microsoft SQL Server, SQL, Database Administration, Query Writing, Database Queries, Ad Hoc Reporting, Microsoft Office..., Series 7, SharePoint Server, Access, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 2012 — 2014
Masters of Business Administration, International Business, 3.6
Peirce College 2011 — 2012
Bachelor of Science (B.S.), Information Technology, 3.7
Edward Jones September 2008 - Present
EDS October 2000 - April 2008
UMB Bank February 1996 - August 2000
Education
Pittsburg State University 1993 — 1996
Bachelor of Business Administration, Computer Information Systems
Coffeyville Community College 1991 — 1993
Associate of Arts, Computer Information Systems
The Principia July 2007 - Present
Edward Jones 1988 - 2007
Skills
E-mail Marketing, Social Media, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning
Education
Saint Louis University 1991 — 1994
MBA
Principia College 1984 — 1987
B.A., Business Administration
Edward Jones December 2001 - Present
Skills
Mutual Funds
Education
Penn State University 1994 — 1998
Edward Jones June 2010 - 2014
Deschutes County Commission on Children and Families 2008 - 2013
Budget Committee, Bend LaPine Schools 2004 - 2013
Central Oregonians for Responsible Education 2004 - 2010
Timberline International, Inc. 2002 - 2009
Education Foundation for Bend LaPine Schools 2003 - 2008
Mt. Bachelor Sports Bar 1992 - 1998
Skills
Public Relations, Project Management, Strategic Planning, Collaborative Problem..., Critical Thinking, Leadership, Community Outreach, Market Research, Public Policy, Event Planning, Client Relations, Data Analysis, Communication, Grant Writing, Social Media, Fundraising, Office Management
Education
Portland State University
Edward Jones February 2010 - Present
Redstone College January 2006 - February 2010
UGL November 2004 - March 2006
Skills
Retirement Planning, Fixed Annuities, 401k Rollovers, Retirement, Mutual Funds, 401k, Series 7, IRAs, Estate Planning, Strategic Financial..., Uniform Combined State..., Public Speaking, Saving for Education, Roth IRA, Disability Insurance, Financial Advisory, Asset Allocation, Investments, College Savings Plans, Long Term Care Insurance, Investment Advisory, Permanent Life Insurance, Series 63, Investment Strategies, Long-term Care, Variable Annuities, Securities, Stocks, SEP IRA, Term Life Insurance, Tax Free Income
Education
Portland State University 1969 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Boise State University
Portland State Univrrsity
Bachelor of Science (BS), Business Administration, Management and Operations
Hastings + Cohn Real Estate 2013 - Present
Business Advisor 2010 - Present
First Commonwealth Bank 2009 - 2010
LPL Financial February 2006 - March 2009
S&T Bank April 2004 - August 2005
Edward Jones March 2002 - March 2004
Northwest Savings Bank 1998 - 2002
Morgan Stanley Dean Witter June 1997 - March 1998
National City Bank/Integra Bank/First Seneca Bank August 1989 - June 1997
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Retail Banking, Investments, Business Development, Real Estate, Finance, Banking, Commercial Real Estate, Sales, Negotiation, Due Diligence, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Credit Analysis, Valuation, Mergers & Acquisitions, Real Estate Economics
Education
Penn State University 1986 — 1989
Bachelor of Science, Finance
Gannon University 1985 — 1986
Finance, General
McInnes Rolled Rings 2012 - Present
Northwest Savings Bank 2002 - 2012
PNC 2000 - 2002
Edward Jones 1998 - 2000
ServiceWare 1996 - 1998
Legent Corporation 1993 - 1996
MedSelect 1992 - 1994
Chambers Development 1990 - 1992
Skills
Recruiting, Onboarding, Human Resources, Benefits Administration, Performance Management, Employee Relations, Employee Benefits, HRIS, Talent Acquisition, Deferred Compensation
Education
Pennsylvania State University-Erie Campus 1982 — 1986
BS, Management
Red Hill Universalist Church September 2014 - Present
Ameriprise Financial Services, Inc. November 2011 - February 2013
Edward Jones August 2007 - November 2011
Skills
Preaching, Public Speaking, Pastoral Counseling, Pastoral Theology, Church Growth, Church Administration, Writing, Non-profit Leadership
Education
Princeton Theological Seminary 1983 — 1987
M Div
University of Missouri-Columbia 1979 — 1983
BS Ag, Agricultural Economics
Altair Real Estate Services January 2014 - Present
Hestia July 2007 - Present
Whitetail Electronics September 2011 - December 2013
SAIC September 2009 - October 2010
Wells Fargo Advisors January 2009 - September 2009
Edward Jones May 2007 - December 2008
Genentech April 2006 - May 2007
US Army August 2005 - August 2006
US Army November 2004 - July 2005
US Army August 2003 - October 2004
Skills
Military, Security Clearance, Public Speaking, Strategic Planning, Leadership Development, Leadership, Risk Management, Team Building, Customer Service, Process Improvement, DoD, Operational Planning, Government, Sales, Military Operations, Microsoft Office, Analysis, Program Management, Team Leadership, Budgets
Education
Penn State University 1998 — 2002
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
CALPAA, Inc June 2008 - Present
Edward Jones December 2001 - June 2008
Eco Change Central January 1998 - January 2001
GE Capital IT Solutions January 1995 - January 2001
Microsoft May 1989 - June 1993
Skills
Sustainability, Climate Change, Public Speaking, Strategic Planning, Public Art, Conservation, Eco-Design, Functional Art, Environmental, Business Strategy, Management Consulting, Energy, Corporate Social..., Government, Writing, Research, Renewable Energy, Economics, Environmental Awareness, Negotiation, Nonprofits, Policy, Conservation Issues, Entrepreneurship, Proposal Writing, Grants, Sustainable Energy, Marketing, Community Development, Strategy, Fundraising, Start-ups, Ecodesign, Project Management, Leadership, Management
Education
Portland State University 1987 — 1991
BS, Political Science
Marylhurst College
Master's work, Writing, General
Portland State University
Bachelor of Science, Political Science
Monsanto November 2006 - Present
Anheuser-Busch September 2004 - November 2006
Edward Jones July 1996 - March 1997
Skills
Data Modeling, Data Warehousing, ETL, Data Integration, Data Management, Business Objects, Business Intelligence, Database Design, Data Warehouse..., Data Quality, Informatica, Teradata, Master Data Management, Erwin, Data Analysis
Education
The University of Georgia 1986 — 1991
MA, Applied Math/Computer Science
The University of Georgia 1986 — 1990
MA, Geographic Information Systems
Peking University 1980 — 1984
BS, Geography
M&T Bank August 2003 - Present
Edward Jones June 2002 - July 2003
Beneficial Mortgage Company June 1990 - June 2002
Skills
Credit Analysis, Branch Management, Portfolio Management, Credit Risk, Refinance, Branch Banking, Lines Of Credit, Finance, Small Business Lending
Education
Hollidaysburg Area High School
Diploma, Business Curriculum
Pennsylvania State University-Penn State Altoona
Psychology
Phillips 66 May 2012 - Present
The CAUSE Foundation 2010 - 2013
ConocoPhillips May 2003 - May 2012
Edward Jones 2001 - 2003
Celanese 1990 - 2000
Phillips 66 1978 - 1989
Skills
Hazard Analysis..., Economics Analysis, Project Management, Organizational..., Material expediting, Project Engineering, DCS, Oil/Gas, Petroleum, Engineering, Gas, Petrochemical, Offshore Drilling, Economics, Operations Management, Project Planning, Construction, Testing, Process Improvement, Energy, Cross-functional Team..., Management, Strategic Planning, Team Building, Public Speaking, Analysis, Leadership
Education
University of Houston-Clear Lake 1998 — 2000
BS, Finance
Prairie View A&M University 1974 — 1978
BSEE, Electrical Engineering
Edward Jones April 2004 - Present
Mary Kay Inc. February 2004 - Present
S.M.M.S. March 1996 - October 2001
Skills
Administrative..., Office Management
Education
AA Stagg High
Portland Community College
Design/Build/Remodel
SJ Delta College
AA, Architectural Drafting and Architectural CAD/CADD
Edward Jones 2014 - Present
Money Management International September 2012 - August 2014
NatWest January 2008 - June 2012
TNT Logistics November 2003 - January 2007
Skills
Customer Service, Credit, Banking, Finance, Loans, Private Banking, Investments, Life Insurance, Brokers
Education
Portland State University
Bachlor of Science, Social Sciences
Banks High School
Arrow Electronics May 2015 - Present
Charter Equity Research June 2013 - April 2015
Centaurus Financial, Inc.® June 2010 - October 2012
Edward Jones April 2007 - June 2010
General Motors 1999 - 2003
Skills
Six Sigma, Financial Analysis, Strategic Planning, Process Improvement, Forecasting, Microsoft Excel, Financial Modeling, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA
The University of New Mexico
Bachelor of Science (B.S.), Mechanical Engineering
Antypas Wealth Management 2008 - Present
Church of the good sheppard 1997 - 2014
Church of the good sheppard 1997 - 2014
Edward Jones 1995 - 2005
Family Heritage 1990 - 1991
southwestern Company 1985 - 1989
Skills
Sales Management, Horseback Riding, raquetball, Retirement Planning, Investments, Fixed Annuities, Retirement, Series 7, Wealth Management, Strategic Financial..., Bonds, Asset Allocation, Estate Planning, Insurance, Term Life Insurance, Securities, Portfolio Management, Asset Managment, Investment Management
Education
Thunderbird School of Global Management 1982 — 1983
MBA, International Management
Penn State University 1976 — 1980
BS, Finance
Edward Jones internal wholesalerguardian life insurance company of americaMay 2008 - January 2009
Education
Plymouth State University
BS, Business Administration
harwood union
Edward Jones December 2011 - Present
Manorwood Homes September 2010 - September 2011
Penn Lyon Homes October 2009 - September 2010
Excel Homes LLC 2007 - 2009
Ritz-Craft Corp. 2001 - 2007
Skills
Operations Management, Sales, Construction, Sales Management, Negotiation, Building Materials, Budgets, New Business Development, Team Building, Purchasing, Construction Management, Contractors, Selling, Contract Management, Strategic Planning, Process Scheduler, Green Building, Renovation, Real Estate, Residential Homes, Contract Negotiation
Education
Pennsylvania College of Technology 1994 — 1996
Associates, Business Management
CUNA Mutual Group July 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - June 2015
Kades-Margolis Corporation June 2007 - November 2013
Edward Jones August 2006 - May 2007
Juniata College May 2005 - August 2006
St. Joseph's University 2000 - 2005
Penn State University 1999 - 2005
Education
Penn State University
Doctor of Philosophy (Ph.D.), Modern European History
Vassar College
Bachelor of Arts, Victorian Studies
Insight Global Consulting January 2015 - Present
Ferguson Consulting Inc January 2013 - February 2014
Schnuck's Markets October 2012 - November 2012
Edward Jones February 2011 - February 2012
Express Scripts January 2001 - November 2010
Skills
COBOL, Visual Basic, CICS, DB2, JCL, Program Management, Mainframe, SQL
Education
Park University 1987 — 1989
BS, Computer Science
Edward Jones May 2011 - Present
Education
Penn State University
BS, Industrial Engineering
ITS Mobility 2005 - Present
One Step Events March 2011 - Present
Edward Jones March 2008 - January 2011
Forever Broadcasting 2009 - 2010
Almo 2000 - 2005
Education
Penn State University 1999 — 2001
B.A.
LCHS 1986 — 1990
Edward Jones June 2002 - Present
Fairfield Inn by Marriott, Myrtle Beach, SC February 1996 - May 2002
Skills
Management Consulting, Sales Management, Customer Service, Retirement Planning, Financial Analysis, Income Protection, Hotel Management, Asset Management, Mentoring, Sales Presentations, Risk Assessment, Fixed Income Analysis, Stock Management, Stocks, Fixed Annuities, Annuity Sales, Variable Annuities, Surety Bonds, Municipal Bonds, Bond Markets, Mutual Funds, Financial Advisory, Portfolio Management, Budget Setting, Business Planning, Business Intelligence, New Business Development, Marketing Communications, Marketing Strategy, Seminars, Investments, Risk Management, Loans, Strategic Financial..., Account Management, Leadership, Series 7, Wealth Management, Team Building, Insurance, Public Speaking, Strategic Planning, Investment Strategies, Retirement, Budgets, Asset Allocation, Accounting
Education
Penn State University 1988 — 1992
Bachelor of Science, Hotel, Restaurant & Institutional Management
Petty Energy Services September 2014 - Present
Petty Construction January 2013 - August 2014
Petty Construction November 2011 - August 2014
Monument Graphics & Comms May 2009 - December 2011
Vicki A. Alsin, P.C. February 2010 - November 2011
Younge & Hockensmith March 2008 - April 2009
Edward Jones June 2007 - February 2008
Baptist student foundation at the university of illinois September 2004 - September 2007
SURS February 1998 - September 2004
Windsor of Savoy November 1991 - February 1998
Skills
Human Resources, Microsoft Office, Fundraising, Event Planning, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Organizational..., Problem Solving
Education
Parkland College 2000 — 2003
Accounting and Finance, 4.0
Pensacola Christian College 1976 — 1977
Certificate, Business/Commerce, General
Word of Life Bible Institute 1975 — 1976
Certificate, Bible/Biblical Studies
Parkland College
Edward Jones July 2010 - Present
Edward Jones July 2010 - Present
Scanlin Funeral Home, LTD July 2008 - July 2010
Merck Sharp & Dohme Federal Credit Union August 2006 - July 2008
Goodwest Industries February 2006 - July 2006
Real Estate Excel October 2004 - February 2006
Central Bucks School District September 2003 - June 2004
Kurfiss Real Estate August 2000 - November 2003
Sears Eaton Federal Credit Union August 1995 - August 2000
Police & Fire FCU September 1992 - January 1995
Education
LaSalle University
Master, Business Administration
Philadelphia University
Bachelor of Science, Business Managament
Edward Jones January 2005 - Present
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning
Education
Penn State University 1978 — 1982
Bachelor of Science (BS), Human Biology
Edward Jones May 2008 - Present
PRG Schultz May 1998 - November 2006
CMI/Walmart February 1990 - March 1998
Education
NWACC
Phillips Community College of the University of Arkansas
Edward Jones
Education
Meredith College, Peace College
Bachelor of Science (B.S.)
Peace College
Macy's December 2013 - Present
Edward Jones September 2012 - January 2013
Macy's June 1998 - September 2012
Skills
Merchandising, Visual Merchandising, Store Management, Assortment, Loss Prevention, Inventory Management, Fashion, Merchandise Planning, Retail Sales, Apparel, CPFR, Sales, Trend Analysis, Store Operations, Styling, Cashiering, Planograms, Trend, Product Development, Profit, Inventory Control, Management, POS, Forecasting
Education
Penn State University 1983 — 1987
Bachelor of Arts (BA), Speech Communication
Self Employed 2010 - Present
Edward Jones 1984 - 2010
Education
University of Missouri-Kansas City 1973 — 1976
Educational Specialist, Secondary School Administration/Principalship
Pittsburg State University 1970 — 1971
Master of Arts (MA), Speech Communication and Rhetoric
Pittsburg State University 1966 — 1968
Bachelor of Science (BS), Education, History, Sociology
Edward Jones January 2015 - Present
Education
Penn State Erie, The Behrend College 2003 — 2007
Operations Management
Drinkward Electric November 2013 - Present
OG Packing May 2010 - June 2013
Pepperdine University November 2011 - April 2013
Pepperdine University January 2009 - April 2013
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Spanish-speaking, Economics, Microsoft Excel, Marketing, Finance, Spanish, Research, Data Analysis, PowerPoint, Statistics, Public Policy, Public Speaking, Microsoft Word
Education
Pepperdine University 2009 — 2013
Bachelor of Arts (BA), Economics
Northwest Christian Thrift store June 2014 - Present
Edward Jones February 2001 - September 2001
Skagit Radiology, Inc P.S. September 1998 - January 2001
Skills
Innovative and quick to..., Ambitious, reliable, a..., Customer service..., Adaptable and proficient, Highly competent in..., Self-directed and able..., Multi-task & Handle..., Seasoned telephone..., Energetic work attitude, Data Entry
Education
Pierce College 1999 — 1999
GED
LPL Financial December 2007 - Present
Edward Jones September 1995 - December 2007
A.G. Edwards June 1986 - September 1995
Education
Portland Community College