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)

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Edward Jones Employees

Employee
Years
Job
Industry
Teri Lenahan Teri Lenahan Forest Grove, Oregon Details
Teri Lenahan's Edward Jones Experience December 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Kelly Waddell Kelly Waddell Overland Park, Kansas Details
Kelly Waddell's Edward Jones Experience June 1997 - September 2001
Job Charge Entry Specialist at The University of Kansas Hospital
Industry Hospital & Health Care
Experience
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

Ben Chapman Ben Chapman Del Mar, California Details
Ben Chapman's Edward Jones Experience September 2012 - August 2013
Job Director of Business Development and Corporate Finance at AppTech Corp
Industry Internet
Experience
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.)

Scott A. Wilson Scott A. Wilson Wichita, Kansas Details
Scott A. Wilson's Edward Jones Experience June 2006 - January 2009
Job Stoutheart Financial Group A Private Wealth Advisory Practice of Ameriprise Financial Services
Industry Financial Services
Experience
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

Gregory Sirko Gregory Sirko Whittier, California Details
Gregory Sirko's Edward Jones Experience December 2013 - February 2014
Job Field Service Coordinator at Utility Trailer Manufacturing Co.
Industry Consumer Services
Experience
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

Paula Stegemeier Paula Stegemeier Beaverton, Oregon Details
Paula Stegemeier's Edward Jones Experience 2001 - 2008
Job Legal Assistant at Hackett Law Firm LLC
Industry Law Practice
Experience
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

Kevin Wilmoth Kevin Wilmoth Wichita, Kansas Area Details
Kevin Wilmoth's Edward Jones Experience April 1993 - August 1995
Job Senior Vice President and Chief Operating Officer at Skyward Credit Union
Industry Banking
Experience
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

Andrea (Afflitto) Glantz Andrea (Afflitto) Glantz Greater Denver Area Details
Andrea (Afflitto) Glantz's Edward Jones Experience July 2013 - June 2014
Job Experienced Finance Professional
Industry Financial Services
Experience
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

Helen Nichols Helen Nichols Baltimore, Maryland Details
Helen Nichols's Edward Jones Experience May 2004 - July 2006
Job PhD Research Assistant at University of Maryland, Baltimore
Industry Mental Health Care
Experience
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

Anna Robbins Anna Robbins Bend, Oregon Details
Anna Robbins's Edward Jones Experience March 2008 - May 2013
Job Wealth Management Advisor at Tallus Capital Management LPL Financial
Industry Financial Services
Experience
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

Brad Bosak Brad Bosak Saint Louis, Missouri Details
Brad Bosak's Edward Jones Experience February 2015 - Present
Job Accountant at Edward Jones
Industry Financial Services
Experience
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

Jana Kutter Jana Kutter Portland, Oregon Area Details
Jana Kutter's Edward Jones Experience July 2006 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Brent A McCay Brent A McCay Greater Nashville Area Details
Brent A McCay's Edward Jones Experience November 2006 - October 2011
Job Principal and Branch Manager
Industry Financial Services
Experience
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

Jasmin White Jasmin White Houston, Texas Details
Jasmin White's Edward Jones Experience November 2012 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   November 2012 - December 2013

Education
Prairie View A&M University   2008 — 2012

Faith Moran Faith Moran Little Rock, Arkansas Area Details
Faith Moran's Edward Jones Experience July 2007 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Daniel Flaherty Daniel Flaherty Woodland Hills, California Details
Daniel Flaherty's Edward Jones Experience December 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Courtney Rowley Courtney Rowley Orange County, California Area Details
Courtney Rowley's Edward Jones Experience July 2012 - Present
Job Experienced Training and Business Development Coach
Industry Financial Services
Experience
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

Shalana Poole Shalana Poole Austin, Texas Area Details
Shalana Poole's Edward Jones Experience May 2006 - March 2010
Job Private Client Advisor
Industry Financial Services
Experience
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

Shaleece Broadbent Shaleece Broadbent Saratoga Springs, Utah Details
Shaleece Broadbent's Edward Jones Experience 2011 - 2013
Job Secret Garden of Health and Healing LLC
Industry Health, Wellness and Fitness
Experience
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

Todd Buffington Todd Buffington Harker Heights, Texas Details
Todd Buffington's Edward Jones Experience January 2014 - October 2014
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
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

Rey Zong Lei Rey Zong Lei Saint Louis, Missouri Details
Rey Zong Lei's Edward Jones Experience September 2015 - Present
Job Master of Finance at WashU, Mensa member,passed FRM I&II and CFA I
Industry Financial Services
Experience
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

Dewey Klein Dewey Klein Bentonville, Arkansas Details
Dewey Klein's Edward Jones Experience April 2013 - October 2013
Job Client AdvisorInvestment Specialiet
Industry Financial Services
Experience
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

Nathan Morales Nathan Morales Los Angeles, California Details
Nathan Morales's Edward Jones Experience June 2009 - August 2009
Job Associate U.S. Corporate Banking at MUFG
Industry Financial Services
Experience
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

Robert Roisum Robert Roisum Austin, Texas Area Details
Robert Roisum's Edward Jones Experience September 2014 - June 2015
Job Financial Services Professional at MassMutual Southwest
Industry Financial Services
Experience
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

Tyler Suarez Tyler Suarez Tucson, Arizona Area Details
Tyler Suarez's Edward Jones Experience November 2012 - March 2013
Job Business Consultant at TruePoint Solutions
Industry Computer Software
Experience
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

David E. Smith David E. Smith Monroe, North Carolina Details
David E. Smith's Edward Jones Experience May 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Stacy Brinkerhoff Stacy Brinkerhoff Lakeland, Florida Area Details
Stacy Brinkerhoff's Edward Jones Experience 2003 - 2011
Job Contracted Management and Administration
Industry Marketing and Advertising
Experience
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

Ellen Johnston, PHR, SHRM-CP Ellen Johnston, PHR, SHRM-CP Greater Philadelphia Area Details
Ellen Johnston, PHR, SHRM-CP's Edward Jones Experience August 2014 - Present
Job Field Human Resources Manager at Edward Jones
Industry Human Resources
Experience
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

Jonathan Wheeler Jonathan Wheeler Phoenix, Arizona Details
Jonathan Wheeler's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Wendy Magnuson Wendy Magnuson Birmingham, Alabama Area Details
Wendy Magnuson's Edward Jones Experience February 2013 - Present
Job Registered Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

David Stabb David Stabb Lancaster, Pennsylvania Area Details
David Stabb's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jared Carver Jared Carver Concord, New Hampshire Details
Jared Carver's Edward Jones Experience 2009 - 2010
Job Agent with new York Life Insurance Company. Registered Representative with NYLIFE Securities LLC.
Industry Financial Services
Experience
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

Matt Hearn, CFP®, ChFC® Matt Hearn, CFP®, ChFC® Winston Salem, North Carolina Details
Matt Hearn, CFP®, ChFC®'s Edward Jones Experience October 2004 - December 2007
Job Wealth Planner, LPL Registered Principal
Industry Financial Services
Experience
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

Ken Arndt, AAMS® , CRPC® Ken Arndt, AAMS® , CRPC® Lacon, Illinois Details
Ken Arndt, AAMS® , CRPC®'s Edward Jones Experience November 2007 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
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

Chandler Wood Chandler Wood Flowery Branch, Georgia Details
Chandler Wood's Edward Jones Experience August 2014 - December 2014
Job Personal Banker
Industry Financial Services
Experience
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

Peter Cosentino Peter Cosentino Falls Church, Virginia Details
Peter Cosentino's Edward Jones Experience January 2010 - July 2012
Job Financial Advisor at CUSO Financial Services L.P. at NASA FCU
Industry Financial Services
Experience
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

Amy Khuhro Amy Khuhro United States Details
Amy Khuhro's Edward Jones Experience July 2009 - Present
Job Financial Advisor Talent Acquisition Recruiter at Edward Jones
Industry Financial Services
Experience
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

Scott Amendola, PMP Scott Amendola, PMP Greater St. Louis Area Details
Scott Amendola, PMP's Edward Jones Experience 1997 - 1998
Job Technology Business Leader, Executive Coach, Teacher, and Consultant
Industry Higher Education
Experience
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

Keely Hall Keely Hall Greater Nashville Area Details
Keely Hall's Edward Jones Experience January 2002 - April 2003
Job Bank Manager, Commercial Banker
Industry Banking
Experience
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

Matthew Pastor Matthew Pastor Spartanburg, South Carolina Details
Matthew Pastor's Edward Jones Experience August 2015 - Present
Job Financial Adviser
Industry Financial Services
Experience
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

MARILYN EISENHAUER MARILYN EISENHAUER Colorado Springs, Colorado Area Details
MARILYN EISENHAUER's Edward Jones Experience September 2007 - August 2011
Job Finance & Accounting Professional
Industry Financial Services
Experience
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

Colin Keating Colin Keating Tucson, Arizona Area Details
Colin Keating's Edward Jones Experience October 2008 - January 2011
Job Insurance Broker at Keating Insurance Services, LLC
Industry Insurance
Experience
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

Gaye McMullen Gaye McMullen Cleveland, Texas Details
Gaye McMullen's Edward Jones Experience April 2006 - May 2014
Job Administrative Assistant
Industry Consumer Services
Experience
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

Douglas Malone Douglas Malone Houston, Texas Area Details
Douglas Malone's Edward Jones Experience 2008 - 2009
Job Representative at MassMutual
Industry Financial Services
Experience
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

Casey Weihert Casey Weihert Portsmouth, New Hampshire Details
Casey Weihert's Edward Jones Experience October 2014 - Present
Job Financial Advisor for Edward Jones
Industry Financial Services
Experience
Edward Jones   October 2014 - Present

Education
Penn State University   2011 — 2014
Associate of Science (AS)

Lakeside Lutheran HS   1999 — 2003
HS Diploma

Michael Vergari AWMA®, CLTC Michael Vergari AWMA®, CLTC Hazleton, Pennsylvania Details
Michael Vergari AWMA®, CLTC's Edward Jones Experience May 2009 - February 2010
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
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

Keith Dorney Keith Dorney Greater New York City Area Details
Keith Dorney's Edward Jones Experience November 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

William S. Parsons, PMP, LSSBB William S. Parsons, PMP, LSSBB Medford, Oregon Area Details
William S. Parsons, PMP, LSSBB's Edward Jones Experience October 2005 - November 2008
Job Operations Manager at Beaming White
Industry International Trade and Development
Experience
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

Kevin Beahan Kevin Beahan Greater New York City Area Details
Kevin Beahan's Edward Jones Experience June 2009 - June 2010
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Manny Margaretis Manny Margaretis Orange County, California Area Details
Manny Margaretis's Edward Jones Experience September 2012 - Present
Job Financial Advisor at Edward Jones
Industry International Trade and Development
Experience
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

Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Tampa/St. Petersburg, Florida Area Details
Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC®'s Edward Jones Experience February 2000 - June 2003
Job Specialist in financial planning, retirement income planning and investment management
Industry Financial Services
Experience
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

Lance Burgert Lance Burgert Bethel Park, Pennsylvania Details
Lance Burgert's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Ryan Huff Ryan Huff Springfield, Missouri Area Details
Ryan Huff's Edward Jones Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Regina Therrien-Stock Regina Therrien-Stock Berlin, New Hampshire Details
Regina Therrien-Stock's Edward Jones Experience November 2000 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2000 - Present

Skills
Customer Service, Leadership, Marketing, Sales, Banking

Education
Penn Foster Career School
Certification, Pharmacy Technician/Assistant

James Isola James Isola State College, Pennsylvania Area Details
James Isola's Edward Jones Experience June 1997 - March 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Chase Vickery Chase Vickery Greater Philadelphia Area Details
Chase Vickery's Edward Jones Experience June 2009 - August 2009
Job Sales Manager
Industry Management Consulting
Experience
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

Dan Swanson Dan Swanson Greater Omaha Area Details
Dan Swanson's Edward Jones Experience July 2011 - September 2014
Job Financial Advisor at Heritage Financial Services
Industry Financial Services
Experience
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

Don Coggins Don Coggins Salisbury, North Carolina Details
Don Coggins's Edward Jones Experience January 2005 - October 2010
Job LPL Financial Advisor at Coggins Financial Services
Industry Financial Services
Experience
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

Michelle Maccio Michelle Maccio Southington, Connecticut Details
Michelle Maccio's Edward Jones Experience 2007 - 2011
Job Owner/Certified Financial Planner at Maccio Financial Group
Industry Financial Services
Experience
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

Sandi Dinehart Sandi Dinehart Mckinney, Texas Details
Sandi Dinehart's Edward Jones Experience January 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
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

Rose Anderson Rose Anderson Harrisburg, Pennsylvania Area Details
Rose Anderson's Edward Jones Experience July 2012 - March 2013
Job Branch Office Administrator at Edward Jones
Industry Retail
Experience
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

Kathryn McDonald Doctor Kathryn McDonald Doctor Portland, Oregon Area Details
Kathryn McDonald Doctor's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Retail
Experience
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

Alana Heinle Alana Heinle Washington D.C. Metro Area Details
Alana Heinle's Edward Jones Experience School CounselorCalvert County Public SchoolsAugust 2005 - May 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Daniel Palattella Daniel Palattella Raleigh-Durham, North Carolina Area Details
Daniel Palattella's Edward Jones Experience 2012 - 2012
Job New Product Introduction Manager at Lenovo
Industry Computer Hardware
Experience
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

Stephanie Fountaine Stephanie Fountaine Tahoe City, California Details
Stephanie Fountaine's Edward Jones Experience December 2006 - June 2011
Job Adjunct Music Faculty Piano Instructor at Sierra Nevada College
Industry Health, Wellness and Fitness
Experience
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

Tom Interrante Tom Interrante Philadelphia, Pennsylvania Details
Tom Interrante's Edward Jones Experience February 2009 - May 2010
Job Director of Sales at WXPN
Industry Broadcast Media
Experience
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

Marian Merrick Marian Merrick Scranton, Pennsylvania Area Details
Marian Merrick's Edward Jones Experience February 2006 - Present
Job
Industry Financial Services
Experience
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

Amanda Israel Amanda Israel Greater Los Angeles Area Details
Amanda Israel's Edward Jones Experience November 2009 - May 2011
Job Associate Underwriter at AmWINS Group
Industry Insurance
Experience
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

Steve Biers Steve Biers San Francisco Bay Area Details
Steve Biers's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Electrical/Electronic Manufacturing
Experience
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.

Patricia Edwards Patricia Edwards Orlando, Florida Details
Patricia Edwards's Edward Jones Experience July 2009 - January 2013
Job Service Desk Lead at AssistRx, Inc
Industry Information Technology and Services
Experience
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

Shauna Barnum Gouette Shauna Barnum Gouette Salem, New Hampshire Details
Shauna Barnum Gouette's Edward Jones Experience 2001 - 2003
Job Marketing Program Coordinator at Boston Analytical
Industry Pharmaceuticals
Experience
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

Cody Denbow Cody Denbow Erie, Pennsylvania Details
Cody Denbow's Edward Jones Experience April 2014 - July 2014
Job Client Relationship Manager
Industry Financial Services
Experience
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

Lindsay Veleber Lindsay Veleber Washington D.C. Metro Area Details
Lindsay Veleber's Edward Jones Experience June 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Chris Mettee Chris Mettee Portland, Oregon Details
Chris Mettee's Edward Jones Experience October 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

John-David Nako John-David Nako Tempe, Arizona Details
John-David Nako's Edward Jones Experience October 2014 - Present
Job Investment Service Specialist at Edward Jones
Industry Financial Services
Experience
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

Heather Oakley Heather Oakley Fuquay Varina, North Carolina Details
Heather Oakley's Edward Jones Experience September 2014 - Present
Job Wake Internal Medicine
Industry Medical Practice
Experience
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

Dane Neely Dane Neely Tucson, Arizona Details
Dane Neely's Edward Jones Experience June 2012 - August 2012
Job Engineering Planner at Raytheon
Industry Defense & Space
Experience
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

Holly Frisk Holly Frisk Clover, South Carolina Details
Holly Frisk's Edward Jones Experience 2006 - Present
Job Interim Director of Christian Education at Clover Presbyterian Church
Industry Religious Institutions
Experience
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

Yolanda O'Neal Yolanda O'Neal Houston, Texas Details
Yolanda O'Neal's Edward Jones Experience November 2008 - August 2011
Job Investment Consultant, LPL Financial
Industry Financial Services
Experience
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

Justin Deats Justin Deats Greater New York City Area Details
Justin Deats's Edward Jones Experience April 2012 - August 2012
Job Analyst, Goldman Sachs
Industry Investment Banking
Experience
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

Robert Escudero Robert Escudero Newbury Park, California Details
Robert Escudero's Edward Jones Experience June 2015 - Present
Job FACD Trainee at Edward Jones
Industry Financial Services
Experience
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

Christopher Vattelana Christopher Vattelana Washington D.C. Metro Area Details
Christopher Vattelana's Edward Jones Experience February 2010 - September 2012
Job Business Development Liaison
Industry Marketing and Advertising
Experience
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

Mark Ferrari Mark Ferrari Reading, Pennsylvania Area Details
Mark Ferrari's Edward Jones Experience July 2009 - November 2009
Job Financial Professional Associate at Prudential Financial
Industry Financial Services
Experience
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

Nanci Egan Nanci Egan Portland, Oregon Area Details
Nanci Egan's Edward Jones Experience August 1999 - January 2002
Job Real Estate in Portland, OR
Industry Real Estate
Experience
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

Rachel Yovich Rachel Yovich Beaver, Pennsylvania Details
Rachel Yovich's Edward Jones Experience December 2012 - March 2013
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
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

Karin (Orlowski) Mann Karin (Orlowski) Mann Fresno, California Area Details
Karin (Orlowski) Mann's Edward Jones Experience June 1998 - August 2013
Job President/CEO at Concierge Wealth Management Services
Industry Investment Management
Experience
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

Ronald Francis III Ronald Francis III Orlando, Florida Area Details
Ronald Francis III's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Brandon O'Neill, AAMS Brandon O'Neill, AAMS Glenwood, Maryland Details
Brandon O'Neill, AAMS's Edward Jones Experience May 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jeff Goldsmith Jeff Goldsmith Harrisburg, Pennsylvania Area Details
Jeff Goldsmith's Edward Jones Experience September 2001 - January 2011
Job Customer Support Specialist at AT&T Mobility
Industry Financial Services
Experience
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

Michele Pearson, MBA Michele Pearson, MBA Athens, Georgia Area Details
Michele Pearson, MBA's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Wesley Miller Wesley Miller Greater New York City Area Details
Wesley Miller's Edward Jones Experience September 2008 - May 2009
Job Associate Manager Corporate Accounting at Celgene Corporation
Industry Pharmaceuticals
Experience
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

Matthew Tuttle, CFP® Matthew Tuttle, CFP® Portland, Oregon Details
Matthew Tuttle, CFP®'s Edward Jones Experience July 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Charles Sulik P.E. Charles Sulik P.E. Tucson, Arizona Details
Charles Sulik P.E.'s Edward Jones Experience October 2007 - February 2011
Job Electrical Engineer
Industry Utilities
Experience
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

Kayla Toborowski Kayla Toborowski Canandaigua, New York Details
Kayla Toborowski's Edward Jones Experience October 2013 - Present
Job OnCall Branch Office Associate at Edward Jones
Industry Mental Health Care
Experience
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

Lou Zuccarello Lou Zuccarello Bellevue, Nebraska Details
Lou Zuccarello's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jerred Sanders Jerred Sanders Fayetteville, North Carolina Area Details
Jerred Sanders's Edward Jones Experience September 2012 - January 2014
Job Accounting Professional
Industry Accounting
Experience
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

Tyler Pearson Tyler Pearson Baltimore, Maryland Area Details
Tyler Pearson's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
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

Dane Callahan Dane Callahan Decatur, Georgia Details
Dane Callahan's Edward Jones Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Wes Hamblin Wes Hamblin Pittsburg, Kansas Details
Wes Hamblin's Edward Jones Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

James Sabbatini MBA James Sabbatini MBA Greater Seattle Area Details
James Sabbatini MBA's Edward Jones Experience April 2010 - June 2011
Job Internal Wholesaler at Symetra
Industry Financial Services
Experience
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

Michael Kubasti Michael Kubasti Greater Seattle Area Details
Michael Kubasti's Edward Jones Experience 2003 - 2005
Job Manufacturing Engineering Consultant
Industry Management Consulting
Experience
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

Carl Tibbetts Carl Tibbetts Washington D.C. Metro Area Details
Carl Tibbetts's Edward Jones Experience December 2003 - December 2004
Job Payroll Manager at Washington Metropolitan Area Transit Authority
Industry Transportation/Trucking/Railroad
Experience
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

Corey Phillips Corey Phillips Florence, South Carolina Area Details
Corey Phillips's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones, Accredited Asset Management Specialist
Industry Financial Services
Experience
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

Seth Hunt Seth Hunt Kansas City, Missouri Area Details
Seth Hunt's Edward Jones Experience August 2008 - June 2010
Job at State Street
Industry Financial Services
Experience
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

Erice Holt Erice Holt Dallas/Fort Worth Area Details
Erice Holt's Edward Jones Experience December 2005 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones   December 2005 - Present

Education
Pittsburg State University   1985 — 1989

Tim Lu Tim Lu Greater Philadelphia Area Details
Tim Lu's Edward Jones Experience 2008 - 2009
Job Founder at Clique Development and Technology Firm
Industry Financial Services
Experience
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

Robert Suggs Robert Suggs Greenville, South Carolina Details
Robert Suggs's Edward Jones Experience May 2007 - October 2011
Job Financial Analysis, Budget Analysis, Strategic Pricing Analyst
Industry Financial Services
Experience
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

Jonay Meyer Jonay Meyer Greater Minneapolis-St. Paul Area Details
Jonay Meyer's Edward Jones Experience September 2008 - Present
Job at
Industry Financial Services
Experience
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

Kathy Coyne Kathy Coyne Greater St. Louis Area Details
Kathy Coyne's Edward Jones Experience 1988 - 2007
Job Associate Marketing Director
Industry Marketing and Advertising
Experience
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

Barbie Drost Barbie Drost Altamonte Springs, Florida Details
Barbie Drost's Edward Jones Experience December 2001 - Present
Job Senior BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2001 - Present

Skills
Mutual Funds

Education
Penn State University   1994 — 1998

Lynn Hobson Lynn Hobson Eugene, Oregon Area Details
Lynn Hobson's Edward Jones Experience June 2010 - 2014
Job Business Administrator at Timberline International, Inc.
Industry Public Relations and Communications
Experience
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

Larry De Cicco Larry De Cicco Greater Denver Area Details
Larry De Cicco's Edward Jones Experience February 2010 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
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

Ron Kriess Ron Kriess Worthington, Pennsylvania Details
Ron Kriess's Edward Jones Experience March 2002 - March 2004
Job Commercial Real Estate Salesperson at Hastings Cohn Real Estate
Industry Real Estate
Experience
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

Lee Marzka Lee Marzka Erie, Pennsylvania Details
Lee Marzka's Edward Jones Experience 1998 - 2000
Job Human Resources Manager @ McInnes Rolled Rings
Industry Machinery
Experience
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

Chuck Yancey Chuck Yancey Clinton, North Carolina Details
Chuck Yancey's Edward Jones Experience August 2007 - November 2011
Job Pastor at Red Hill Universalist Church
Industry Religious Institutions
Experience
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

Dorothy Butala Dorothy Butala Erie, Pennsylvania Details
Dorothy Butala's Edward Jones Experience May 2007 - December 2008
Job Director of Strategic Initiatives at Altair Real Estate Services
Industry Real Estate
Experience
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

Jeannene Kott Jeannene Kott Greater Seattle Area Details
Jeannene Kott's Edward Jones Experience December 2001 - June 2008
Job CEO of CALPAA, Inc
Industry Environmental Services
Experience
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

Lu An Lu An Greater St. Louis Area Details
Lu An's Edward Jones Experience July 1996 - March 1997
Job Data Architect at Monsanto
Industry Biotechnology
Experience
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

Lori Glunt Lori Glunt Altoona, Pennsylvania Area Details
Lori Glunt's Edward Jones Experience June 2002 - July 2003
Job Asst. Branch Manager at M&T Bank
Industry Banking
Experience
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

Carl Moses Carl Moses Houston, Texas Area Details
Carl Moses's Edward Jones Experience 2001 - 2003
Job Engineer at Phillips 66
Industry Oil & Energy
Experience
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

Julie Temme Julie Temme Auburn, Washington Details
Julie Temme's Edward Jones Experience April 2004 - Present
Job Sr Branch Office Administrator
Industry Financial Services
Experience
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

Laura Thompson-Ball Laura Thompson-Ball Bend, Oregon Details
Laura Thompson-Ball's Edward Jones Experience 2014 - Present
Job Financial Advisor Edward Jones
Industry Investment Management
Experience
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

Vernon Lawhorn Vernon Lawhorn Greater Denver Area Details
Vernon Lawhorn's Edward Jones Experience April 2007 - June 2010
Job Financial Analyst
Industry Investment Management
Experience
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

David Antypas David Antypas Greater Nashville Area Details
David Antypas's Edward Jones Experience 1995 - 2005
Job Owner, Antypas Wealth Management
Industry Investment Management
Experience
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

Ryan LaCroix Ryan LaCroix Barre, Vermont Details
Ryan LaCroix's Edward Jones Experience internal wholesalerguardian life insurance company of americaMay 2008 - January 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   internal wholesalerguardian life insurance company of americaMay 2008 - January 2009

Education
Plymouth State University
BS, Business Administration

harwood union

Charles Straub Charles Straub Shamokin Dam, Pennsylvania Details
Charles Straub's Edward Jones Experience December 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Shannon Rogers Shannon Rogers Madison, Wisconsin Details
Shannon Rogers's Edward Jones Experience August 2006 - May 2007
Job Executive Benefits Consultant
Industry Financial Services
Experience
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

Robert Limbaugh Robert Limbaugh Greater St. Louis Area Details
Robert Limbaugh's Edward Jones Experience February 2011 - February 2012
Job IBM Consultant at Insight Global Consulting
Industry Computer Software
Experience
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

William Shaffer William Shaffer Du Bois, Pennsylvania Details
William Shaffer's Edward Jones Experience May 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   May 2011 - Present

Education
Penn State University
BS, Industrial Engineering

Jeffrey Whitman Jeffrey Whitman Greater Philadelphia Area Details
Jeffrey Whitman's Edward Jones Experience March 2008 - January 2011
Job
Industry Leisure, Travel & Tourism
Experience
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

Florence Shelley Florence Shelley Myrtle Beach, South Carolina Area Details
Florence Shelley's Edward Jones Experience June 2002 - Present
Job Financial Advisor & Asset Management Specialist at Edward Jones
Industry Financial Services
Experience
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

Sheryl DeMott Sheryl DeMott Grand Junction, Colorado Area Details
Sheryl DeMott's Edward Jones Experience June 2007 - February 2008
Job HR Coordinator at Petty Energy Services
Industry Legal Services
Experience
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

Mary Sue Messina Mary Sue Messina Greater Philadelphia Area Details
Mary Sue Messina's Edward Jones Experience July 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Ken Jessick Ken Jessick Lewisburg, Pennsylvania Details
Ken Jessick's Edward Jones Experience January 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Patti Jenkins Patti Jenkins Bella Vista, Arkansas Details
Patti Jenkins's Edward Jones Experience May 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Brenda Lutz Brenda Lutz Charlotte, North Carolina Area Details
Brenda Lutz's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  

Education
Meredith College, Peace College
Bachelor of Science (B.S.)

Peace College

wendy mcguigan wendy mcguigan Amherst, New Hampshire Details
wendy mcguigan's Edward Jones Experience September 2012 - January 2013
Job Human Resources Manager at Macy's
Industry Retail
Experience
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

Jerry Weis Jerry Weis Kansas City, Missouri Details
Jerry Weis's Edward Jones Experience 1984 - 2010
Job Retired Financial Advisor
Industry Financial Services
Experience
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

Joshua Loaney Joshua Loaney Pittsburgh, Pennsylvania Details
Joshua Loaney's Edward Jones Experience January 2015 - Present
Job FA trainee
Industry Financial Services
Experience
Edward Jones   January 2015 - Present

Education
Penn State Erie, The Behrend College   2003 — 2007
Operations Management

Brandon Davie Brandon Davie San Diego, California Details
Brandon Davie's Edward Jones Experience June 2012 - August 2012
Job
Industry Electrical/Electronic Manufacturing
Experience
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

Vanessa O'Connor Vanessa O'Connor Spokane, Washington Details
Vanessa O'Connor's Edward Jones Experience February 2001 - September 2001
Job retail at Northwest Christian Thrift store
Industry Retail
Experience
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

Clint Coleman Clint Coleman Canby, Oregon Details
Clint Coleman's Edward Jones Experience September 1995 - December 2007
Job Financial Advisor Canby, Oregon
Industry Financial Services
Experience
LPL Financial  December 2007 - Present
Edward Jones   September 1995 - December 2007
A.G. Edwards   June 1986 - September 1995

Education
Portland Community College

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