Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Roxanna Owens Stewart Roxanna Owens Stewart's Edward Jones Experience May 2012 - Present
Job Branch Office Administrator/Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
ASI Signage Innovations October 2006 - May 2012
Citizens Bank - Michigan, Ohio and Wisconsin June 2003 - October 2006
Skills
Budgets, Customer Service, Project Coordination, Process Scheduler, Submittals, Digital Signage, Contract Negotiation, Microsoft Word, Team Building, Design Research, Community Outreach, Adobe Creative Suite, Account Management, Leadership, Construction, Negotiation, Management, Process Improvement, Event Planning, Public Relations
Education
Purdue University 1977 — 1981
Bachelor of Science, Enviornmental Design
Purdue University 1977 — 1981
Bachelor's degree, Environmental Design
Edward Jones May 2012 - Present
ASI Signage Innovations October 2006 - May 2012
Citizens Bank - Michigan, Ohio and Wisconsin June 2003 - October 2006
Skills
Budgets, Customer Service, Project Coordination, Process Scheduler, Submittals, Digital Signage, Contract Negotiation, Microsoft Word, Team Building, Design Research, Community Outreach, Adobe Creative Suite, Account Management, Leadership, Construction, Negotiation, Management, Process Improvement, Event Planning, Public Relations
Education
Purdue University 1977 — 1981
Bachelor of Science, Enviornmental Design
Purdue University 1977 — 1981
Bachelor's degree, Environmental Design
Ben Ybarra Ben Ybarra's Edward Jones Experience June 2004 - November 2006
Job Associate Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JP Morgan Securities July 2008 - August 2014
Chase Investment Services Corp December 2006 - July 2008
Edward Jones June 2004 - November 2006
Skills
Series 7, Business Strategy, Series 63, Mutual Funds, Strategic Financial..., Strategic Planning, Asset Allocation, Wealth Management, Investments, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance/Marketing/Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management
JPMorgan Chase & Co. September 2014 - Present
JP Morgan Securities July 2008 - August 2014
Chase Investment Services Corp December 2006 - July 2008
Edward Jones June 2004 - November 2006
Skills
Series 7, Business Strategy, Series 63, Mutual Funds, Strategic Financial..., Strategic Planning, Asset Allocation, Wealth Management, Investments, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance/Marketing/Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management
Kirk Ross, PHR's Edward Jones Experience May 2006 - March 2007
Job Assistant Vice President/Talent Acquisition Manager at Commerce Bank
Industry Human Resources
Experience
Commerce Bank August 2015 - Present
Commerce Bank June 2013 - Present
Enterprise Holdings Inc. September 2011 - May 2013
RehabCare Group, Inc. February 2010 - May 2011
RehabCare November 2009 - February 2010
Citi September 2007 - June 2009
Savvis Communications March 2007 - September 2007
Edward Jones May 2006 - March 2007
Edward Jones October 2000 - May 2006
Cap Gemini Ernst & Young January 2000 - October 2000
Skills
Talent Management, Talent Acquisition, Recruiting, Applicant Tracking..., Requirements Analysis, Networking, Executive Search, College Recruiting, Workshop Facilitation, Payroll, Policy, Personnel Management, Leadership, Temporary Placement, Human Resources, Strategy, HRIS, Training, Change Management, Time Management, Job Descriptions, Interviews, Hiring, Technical Recruiting, Team Building, Employee Benefits, Management, Project Planning, Performance Management, Onboarding, Employee Relations, Workforce Planning, Sourcing, Succession Planning, Internet Recruiting, Employee Training, Employee Engagement
Education
Purdue University - Krannert School of Management 1986 — 1990
Bachelor's, Industrial Management
Commerce Bank August 2015 - Present
Commerce Bank June 2013 - Present
Enterprise Holdings Inc. September 2011 - May 2013
RehabCare Group, Inc. February 2010 - May 2011
RehabCare November 2009 - February 2010
Citi September 2007 - June 2009
Savvis Communications March 2007 - September 2007
Edward Jones May 2006 - March 2007
Edward Jones October 2000 - May 2006
Cap Gemini Ernst & Young January 2000 - October 2000
Skills
Talent Management, Talent Acquisition, Recruiting, Applicant Tracking..., Requirements Analysis, Networking, Executive Search, College Recruiting, Workshop Facilitation, Payroll, Policy, Personnel Management, Leadership, Temporary Placement, Human Resources, Strategy, HRIS, Training, Change Management, Time Management, Job Descriptions, Interviews, Hiring, Technical Recruiting, Team Building, Employee Benefits, Management, Project Planning, Performance Management, Onboarding, Employee Relations, Workforce Planning, Sourcing, Succession Planning, Internet Recruiting, Employee Training, Employee Engagement
Education
Purdue University - Krannert School of Management 1986 — 1990
Bachelor's, Industrial Management
Laura Gillen Laura Gillen's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Wipro Data Center Services (formerly Infocrossing) September 2011 - April 2015
Wipro Data Center Services (formerly Infocrossing) March 2010 - September 2011
Harvard University 2008 - 2009
Innovative Development 2006 - 2008
Charlotte County Habitat for Humanity 2002 - 2005
Skills
ITIL Certified, Project Management, Salesforce.com, Sales Operations, Sales, Operations Management, ITIL, Data Center, Active Directory, IT Operations, IT Strategy, Cloud Computing, Outsourcing, Vendor Management, IT Service Management, IT Management, Enterprise Architecture, Grant Writing, Business Analysis, Start-ups, Service Delivery, Incident Management, Public Relations, Security, Disaster Recovery, Program Management, Fundraising, SDLC, Professional Services, Process Improvement, CRM, SaaS, Enterprise Software, Integration, Business Process, Strategic Partnerships, Business Development, Executive Management, Training, Business Intelligence
Education
Regis University 2011 — 2015
Master of Arts (MA)
The Manchester Metropolitan University
BA (Hons)
Edward Jones April 2015 - Present
Wipro Data Center Services (formerly Infocrossing) September 2011 - April 2015
Wipro Data Center Services (formerly Infocrossing) March 2010 - September 2011
Harvard University 2008 - 2009
Innovative Development 2006 - 2008
Charlotte County Habitat for Humanity 2002 - 2005
Skills
ITIL Certified, Project Management, Salesforce.com, Sales Operations, Sales, Operations Management, ITIL, Data Center, Active Directory, IT Operations, IT Strategy, Cloud Computing, Outsourcing, Vendor Management, IT Service Management, IT Management, Enterprise Architecture, Grant Writing, Business Analysis, Start-ups, Service Delivery, Incident Management, Public Relations, Security, Disaster Recovery, Program Management, Fundraising, SDLC, Professional Services, Process Improvement, CRM, SaaS, Enterprise Software, Integration, Business Process, Strategic Partnerships, Business Development, Executive Management, Training, Business Intelligence
Education
Regis University 2011 — 2015
Master of Arts (MA)
The Manchester Metropolitan University
BA (Hons)
Nicole Siewin's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Higher Education
Experience
Edward Jones July 2014 - Present
Valparaiso University May 2011 - June 2014
Valparaiso University June 1997 - May 2011
Fairwinds Financial Services at Fairwinds Credit Union January 1996 - May 1997
Carol's Hallmark January 1992 - December 1995
Skills
Fundraising, Event Planning, Public Speaking, Higher Education, Volunteer Management, Relationship Management, Banking, Student Affairs, Nonprofits, Strategic Planning, Cross-functional Team..., Board Development, Annual Giving, Stewardship, Licensed Life & Health..., Community Outreach, Program Development, Time Management, Detailed Organization, Organizational..., Management, Student Development, Philanthropy, Alumni Relations, Staff Development, Leadership Development
Education
Purdue University 1991 — 1995
OLS - Organizational Leadership and Supervision
Edward Jones July 2014 - Present
Valparaiso University May 2011 - June 2014
Valparaiso University June 1997 - May 2011
Fairwinds Financial Services at Fairwinds Credit Union January 1996 - May 1997
Carol's Hallmark January 1992 - December 1995
Skills
Fundraising, Event Planning, Public Speaking, Higher Education, Volunteer Management, Relationship Management, Banking, Student Affairs, Nonprofits, Strategic Planning, Cross-functional Team..., Board Development, Annual Giving, Stewardship, Licensed Life & Health..., Community Outreach, Program Development, Time Management, Detailed Organization, Organizational..., Management, Student Development, Philanthropy, Alumni Relations, Staff Development, Leadership Development
Education
Purdue University 1991 — 1995
OLS - Organizational Leadership and Supervision
Kim Nunley Kim Nunley's Edward Jones Experience March 2010 - September 2014
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones March 2010 - September 2014
Skills
Customer Service, Microsoft Office, Meeting Planning, Account Management, Communication, Teamwork, Accounting, Office Management, Client Relations, Business Development, Marketing, Office Administration, Organization Skills, Confidentiality, Administrative..., Vendor Relations, Sales, Customer Satisfaction, High degree of..., Skilled Multi-tasker, Calendar Management, File Management, Employment Verifications, Relationship Building, Relationship Management, Small Business, Leases, Contractual Agreements
Education
McCutcheon High School
High School
Purdue University
Virginia Western Community College
Associate’s Degree, Social Sciences, Summa Cum Laude
Edward Jones March 2010 - September 2014
Skills
Customer Service, Microsoft Office, Meeting Planning, Account Management, Communication, Teamwork, Accounting, Office Management, Client Relations, Business Development, Marketing, Office Administration, Organization Skills, Confidentiality, Administrative..., Vendor Relations, Sales, Customer Satisfaction, High degree of..., Skilled Multi-tasker, Calendar Management, File Management, Employment Verifications, Relationship Building, Relationship Management, Small Business, Leases, Contractual Agreements
Education
McCutcheon High School
High School
Purdue University
Virginia Western Community College
Associate’s Degree, Social Sciences, Summa Cum Laude
Erich Reis's Edward Jones Experience 2005 - 2007
Job Enterprise Account Manager at Boice.Net
Industry Information Technology and Services
Experience
boice.net June 2015 - Present
Hewlett-Packard October 2011 - May 2015
HP Software June 2010 - September 2011
Hewlett-Packard May 2008 - June 2010
Express Scripts July 2007 - May 2008
Edward Jones 2005 - 2007
Kindred Healthcare, Inc 2001 - 2005
Skills
Pre-sales, HP, Outsourcing, Configuration Management, Cloud Computing, Enterprise Software, Virtualization, Data Center, Automation, IT Service Management, ITIL, SaaS, Professional Services, Solution Selling, Storage, Integration, Service Delivery, Enterprise Architecture, Sales&Marketing, Management, IT Strategy, VMware
Education
Purdue University 1994 — 1999
BS, Computer Graphics
boice.net June 2015 - Present
Hewlett-Packard October 2011 - May 2015
HP Software June 2010 - September 2011
Hewlett-Packard May 2008 - June 2010
Express Scripts July 2007 - May 2008
Edward Jones 2005 - 2007
Kindred Healthcare, Inc 2001 - 2005
Skills
Pre-sales, HP, Outsourcing, Configuration Management, Cloud Computing, Enterprise Software, Virtualization, Data Center, Automation, IT Service Management, ITIL, SaaS, Professional Services, Solution Selling, Storage, Integration, Service Delivery, Enterprise Architecture, Sales&Marketing, Management, IT Strategy, VMware
Education
Purdue University 1994 — 1999
BS, Computer Graphics
Maureen Brubaker Maureen Brubaker's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Skills
Retirement Planning, Investments, Retirement, Training, Customer Service, Retirement Savings, Long-term Care, Leadership, Financial Analysis, Coaching, College Savings Plans, Process Improvement, Strategic Planning, Program Development, Healthcare, Leadership Development, Public Speaking, Medicare, Wealth Management..., Management, Fundraising, Organizational..., Marketing, Team Building, Change Management, Business Development, Marketing Communications, Sales, Market Planning, Marketing Strategy, Salesforce.com, Event Planning, Social Media, Managed Care, Healthcare Management, Sales Management, Nonprofits, New Business Development, Budgets, Series 7, Series 66, Securities
Education
Rensselaer Polytechnic Institute 1996 — 2000
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 1994 — 1996
MS
The University of Connecticut School of Business 1990 — 1994
Bachelor of Science (B.S.)
Edward Jones September 2014 - Present
Skills
Retirement Planning, Investments, Retirement, Training, Customer Service, Retirement Savings, Long-term Care, Leadership, Financial Analysis, Coaching, College Savings Plans, Process Improvement, Strategic Planning, Program Development, Healthcare, Leadership Development, Public Speaking, Medicare, Wealth Management..., Management, Fundraising, Organizational..., Marketing, Team Building, Change Management, Business Development, Marketing Communications, Sales, Market Planning, Marketing Strategy, Salesforce.com, Event Planning, Social Media, Managed Care, Healthcare Management, Sales Management, Nonprofits, New Business Development, Budgets, Series 7, Series 66, Securities
Education
Rensselaer Polytechnic Institute 1996 — 2000
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 1994 — 1996
MS
The University of Connecticut School of Business 1990 — 1994
Bachelor of Science (B.S.)
Margaret Zimmermann's Edward Jones Experience July 2013 - Present
Job Branch Office Administrator (BOA) at Edward Jones
Industry Insurance
Experience
Edward Jones July 2013 - Present
Jensen Law Firm May 2012 - January 2013
Wisconsin Physicians Service April 1996 - April 2012
WPS Health Insurance April 1996 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, 10 Key, Postage Meter, Customer Service, Written Correspondence, Databases, Phone Etiquette, Management, Time Management, Insurance, Call Centers
Education
Purdue University 1973 — 1976
Bachelor of Science (BS), Elementary Education and Teaching
Edward Jones July 2013 - Present
Jensen Law Firm May 2012 - January 2013
Wisconsin Physicians Service April 1996 - April 2012
WPS Health Insurance April 1996 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, 10 Key, Postage Meter, Customer Service, Written Correspondence, Databases, Phone Etiquette, Management, Time Management, Insurance, Call Centers
Education
Purdue University 1973 — 1976
Bachelor of Science (BS), Elementary Education and Teaching
Jana Prochaska's Edward Jones Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Vogelsang Asset Management May 2013 - August 2013
Pappy's Sweet Shop September 2011 - January 2013
Wendy's November 2008 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Purdue University 2011 — 2014
Bachelor's degree, Financial Planning and Services
Morgan Township
Edward Jones June 2014 - Present
Vogelsang Asset Management May 2013 - August 2013
Pappy's Sweet Shop September 2011 - January 2013
Wendy's November 2008 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Purdue University 2011 — 2014
Bachelor's degree, Financial Planning and Services
Morgan Township
Todd Leatherman Todd Leatherman's Edward Jones Experience June 2006 - November 2006
Job Transfers Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2006 - Present
Edward Jones June 2006 - November 2006
AMVESCAP May 2000 - June 2006
Janus Capital Group 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Retirement Planning, Securities, Program Management, Financial Analysis, Portfolio Management, Process Improvement, 401k, Wealth Management, FINRA, Equities, Asset Allocation, Asset Management, Finance, Series 6, Risk Management, Relationship Management, Financial Services, Investments
Education
Regis University 2000 — 2005
BS, Business and Psychology
Charles Schwab November 2006 - Present
Edward Jones June 2006 - November 2006
AMVESCAP May 2000 - June 2006
Janus Capital Group 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Retirement Planning, Securities, Program Management, Financial Analysis, Portfolio Management, Process Improvement, 401k, Wealth Management, FINRA, Equities, Asset Allocation, Asset Management, Finance, Series 6, Risk Management, Relationship Management, Financial Services, Investments
Education
Regis University 2000 — 2005
BS, Business and Psychology
Cheryl Brier's Edward Jones Experience March 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones March 2015 - Present
State Farm July 2006 - February 2015
Tippecanoe School Corporation September 1999 - May 2006
Skills
PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teaching, Microsoft Excel, Community Outreach, Event Planning, Higher Education, Leadership, Leadership Development, Nonprofits, Process Improvement, Staff Development
Education
Purdue University 2010 — 2012
Associates, Organizational Leadership and Supervision, Senior
Edward Jones March 2015 - Present
State Farm July 2006 - February 2015
Tippecanoe School Corporation September 1999 - May 2006
Skills
PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teaching, Microsoft Excel, Community Outreach, Event Planning, Higher Education, Leadership, Leadership Development, Nonprofits, Process Improvement, Staff Development
Education
Purdue University 2010 — 2012
Associates, Organizational Leadership and Supervision, Senior
Duane Schuman's Edward Jones Experience January 2014 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
The News-Sentinel (Fort Wayne, IN) August 1990 - August 2001
Skills
Proven sales leader,..., Award winning medical..., Media expertise with...
Education
Purdue University - Krannert School of Management
Bachelor of Science (BS), Management
Whitko High School (Valedictorian)
Edward Jones January 2014 - Present
The News-Sentinel (Fort Wayne, IN) August 1990 - August 2001
Skills
Proven sales leader,..., Award winning medical..., Media expertise with...
Education
Purdue University - Krannert School of Management
Bachelor of Science (BS), Management
Whitko High School (Valedictorian)
Shaun Hlad's Edward Jones Experience March 2013 - June 2014
Job Assistant Terminal Manager at Ruan Transport
Industry Logistics and Supply Chain
Experience
Ruan Transportation Management Systems April 2014 - Present
Edward Jones March 2013 - June 2014
Schneider National June 2010 - May 2012
Schneider National January 2011 - June 2011
Mayden Professional Center January 2008 - December 2010
GMAC Real Estate January 2007 - December 2010
Weil-McLain July 2010 - August 2010
Skills
Transportation..., Logistics Management, 3PL, Logistics, Transportation, LTL, Operations Management, Training, Recruiting, Leadership, Management, Real Estate, Human Resources, Sellers, Microsoft Word, Property Management, Coaching, Negotiation, Customer Satisfaction, Customer Service, Short Sales, Public Speaking, Budgets, Finance, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Time Management, Onboarding, Truckload, Trucking, Sales, Natural Horsemanship, Stock Trading, Financial Advisory
Education
Purdue University Calumet 2005 — 2010
Bachelors, Human Resources
Ruan Transportation Management Systems April 2014 - Present
Edward Jones March 2013 - June 2014
Schneider National June 2010 - May 2012
Schneider National January 2011 - June 2011
Mayden Professional Center January 2008 - December 2010
GMAC Real Estate January 2007 - December 2010
Weil-McLain July 2010 - August 2010
Skills
Transportation..., Logistics Management, 3PL, Logistics, Transportation, LTL, Operations Management, Training, Recruiting, Leadership, Management, Real Estate, Human Resources, Sellers, Microsoft Word, Property Management, Coaching, Negotiation, Customer Satisfaction, Customer Service, Short Sales, Public Speaking, Budgets, Finance, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Time Management, Onboarding, Truckload, Trucking, Sales, Natural Horsemanship, Stock Trading, Financial Advisory
Education
Purdue University Calumet 2005 — 2010
Bachelors, Human Resources
Steven Scheibelhut's Edward Jones Experience July 2012 - July 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC August 2013 - Present
Edward Jones July 2012 - July 2013
Woodforest National Bank December 2011 - July 2012
Hiday Automotive Group November 2007 - January 2012
Bank of Geneva September 2006 - October 2007
Charter One Bank September 2004 - September 2006
Hicksville Bank June 2003 - October 2004
Fox Valley Kart August 1998 - May 2001
Dura Automotive 2000 - 2000
Rieke Packaging System May 1997 - August 1999
Education
Purdue University 1997 — 2001
BS, Actuarial Science
Purdue University 1997 — 2001
BS, Statistics
Purdue University 1997 — 2001
Bachelor of Science, Actuarial Science
McKinney Harrison Elementary
McKinney Harrison Elementary
McKinney Harrison Elementary
PNC August 2013 - Present
Edward Jones July 2012 - July 2013
Woodforest National Bank December 2011 - July 2012
Hiday Automotive Group November 2007 - January 2012
Bank of Geneva September 2006 - October 2007
Charter One Bank September 2004 - September 2006
Hicksville Bank June 2003 - October 2004
Fox Valley Kart August 1998 - May 2001
Dura Automotive 2000 - 2000
Rieke Packaging System May 1997 - August 1999
Education
Purdue University 1997 — 2001
BS, Actuarial Science
Purdue University 1997 — 2001
BS, Statistics
Purdue University 1997 — 2001
Bachelor of Science, Actuarial Science
McKinney Harrison Elementary
McKinney Harrison Elementary
McKinney Harrison Elementary
Matthew Voris's Edward Jones Experience May 2015 - August 2015
Job Summer Intern at Edward Jones
Industry Financial Services
Experience
Fraternity of Alpha Kappa Lambda November 2014 - Present
Edward Jones May 2015 - August 2015
Edward Jones June 2014 - August 2014
Voris Mechanical Inc. May 2010 - August 2013
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Windows, Time Management, Access, Materials, Social Networking, Analysis, Management, English, Leadership, Team Leadership, OS X, Communication, Customer Service, Project Management, Fundraising
Education
Purdue University 2011 — 2015
Bachelor of Science (B.S.), Financial Counseling & Planning
Lake Park High School 2006 — 2010
Fraternity of Alpha Kappa Lambda November 2014 - Present
Edward Jones May 2015 - August 2015
Edward Jones June 2014 - August 2014
Voris Mechanical Inc. May 2010 - August 2013
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Windows, Time Management, Access, Materials, Social Networking, Analysis, Management, English, Leadership, Team Leadership, OS X, Communication, Customer Service, Project Management, Fundraising
Education
Purdue University 2011 — 2015
Bachelor of Science (B.S.), Financial Counseling & Planning
Lake Park High School 2006 — 2010
Ryan Kay's Edward Jones Experience May 2009 - February 2012
Job Financial Advisor at AMI Investment Management
Industry Financial Services
Experience
AMI Investment Management July 2014 - Present
Braun Wealth Management Group, LLC April 2012 - July 2014
Edward Jones May 2009 - February 2012
Skills
Investments, Wealth Management, Retirement Planning, Financial Guidance, Asset Allocation, Business Owner Planning, Estate Investment..., Insurance
Education
Purdue University - Krannert School of Management 2005 — 2009
B.S., Management
AMI Investment Management July 2014 - Present
Braun Wealth Management Group, LLC April 2012 - July 2014
Edward Jones May 2009 - February 2012
Skills
Investments, Wealth Management, Retirement Planning, Financial Guidance, Asset Allocation, Business Owner Planning, Estate Investment..., Insurance
Education
Purdue University - Krannert School of Management 2005 — 2009
B.S., Management
Josh McBroom, AAMS's Edward Jones Experience May 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2006 - Present
Broadway Mortgage Group August 2004 - March 2006
Capital Mortgage February 2001 - August 2004
Skills
Series 7, Life Insurance, College Savings Plans, Business, Insurance, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Mortgage Lending, Small Business, Estate Planning, Finance, Asset Management, Wealth Management, Risk Management, Portfolio Management, Underwriting, 401k, Financial Planners, Management, Retirement, Fixed Annuities, Leadership, Financial Advisory, Mutual Funds, Series 63, Financial Planning
Education
Purdue University 1996 — 2000
BA, Management/School of Tech
Edward Jones May 2006 - Present
Broadway Mortgage Group August 2004 - March 2006
Capital Mortgage February 2001 - August 2004
Skills
Series 7, Life Insurance, College Savings Plans, Business, Insurance, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Mortgage Lending, Small Business, Estate Planning, Finance, Asset Management, Wealth Management, Risk Management, Portfolio Management, Underwriting, 401k, Financial Planners, Management, Retirement, Fixed Annuities, Leadership, Financial Advisory, Mutual Funds, Series 63, Financial Planning
Education
Purdue University 1996 — 2000
BA, Management/School of Tech
Cochise Pryor's Edward Jones Experience August 2011 - January 2012
Job Graduate of Radford University, BBA Economics
Industry Information Technology and Services
Experience
Xerox August 2013 - Present
CMA CGM June 2013 - August 2013
Campus Entertainment, LLC August 2010 - May 2013
Campus Entertainment, LLC August 2011 - March 2013
Edward Jones August 2011 - January 2012
Skills
Prezi, Microsoft Office, Project Management, Team Management, Event Management, Program Management, Leadership Development, Strategic Leadership, Situational Leadership, Organizational..., Records Management, Account Management, Managerial Finance, Economic Development, Economics, Entrepreneurship, Business Planning, Small Business, Event Planning, Budgets, Marketing, Public Speaking
Education
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Tidewater Community College 2008 — 2009
Landstown Business and Technology Academy, General Studies, Senior High School Dual Enrollment
Landstown High school Technology Academy 2005 — 2009
High School Honors, Advanced Studies Diploma, Business and Technology General Education
Xerox August 2013 - Present
CMA CGM June 2013 - August 2013
Campus Entertainment, LLC August 2010 - May 2013
Campus Entertainment, LLC August 2011 - March 2013
Edward Jones August 2011 - January 2012
Skills
Prezi, Microsoft Office, Project Management, Team Management, Event Management, Program Management, Leadership Development, Strategic Leadership, Situational Leadership, Organizational..., Records Management, Account Management, Managerial Finance, Economic Development, Economics, Entrepreneurship, Business Planning, Small Business, Event Planning, Budgets, Marketing, Public Speaking
Education
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Tidewater Community College 2008 — 2009
Landstown Business and Technology Academy, General Studies, Senior High School Dual Enrollment
Landstown High school Technology Academy 2005 — 2009
High School Honors, Advanced Studies Diploma, Business and Technology General Education
Sean Neel's Edward Jones Experience May 2013 - Present
Job Student at Principia College
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Principia College February 2011 - Present
Skills
Investments, College Basketball, Portfolio Management, Equity Research, Financial Services, Analysis
Education
Principia College 2010 — 2014
Business Administration and Management, General
Edward Jones May 2013 - Present
Principia College February 2011 - Present
Skills
Investments, College Basketball, Portfolio Management, Equity Research, Financial Services, Analysis
Education
Principia College 2010 — 2014
Business Administration and Management, General
Jennifer Kingston (Chapple) Jennifer Kingston (Chapple)'s Edward Jones Experience May 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Nicholas Hutchins's Edward Jones Experience June 2015 - Present
Job Financial Advisor in Training
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Ryan Homes June 2011 - November 2014
Verizon Wireless August 2008 - June 2011
Tom Thumb Bar & Grill August 2004 - August 2009
Snake River Lodge & Spa January 2004 - August 2005
Skills
Account Management, Sales, Selling, Negotiation, Cold Calling, Customer Service, Marketing, Marketing Strategy, Inventory Management, Market Analysis, CRM, Sales Process, Real Estate, Sales Operations, Selling Skills, Leadership, Management, Sales Management
Education
Purdue University 1998 — 2003
Bachelor's degree, Hospitality & Tourism Management
Edward Jones June 2015 - Present
Ryan Homes June 2011 - November 2014
Verizon Wireless August 2008 - June 2011
Tom Thumb Bar & Grill August 2004 - August 2009
Snake River Lodge & Spa January 2004 - August 2005
Skills
Account Management, Sales, Selling, Negotiation, Cold Calling, Customer Service, Marketing, Marketing Strategy, Inventory Management, Market Analysis, CRM, Sales Process, Real Estate, Sales Operations, Selling Skills, Leadership, Management, Sales Management
Education
Purdue University 1998 — 2003
Bachelor's degree, Hospitality & Tourism Management
Chelsea Cook's Edward Jones Experience June 2015 - August 2015
Job Campus Manager at University Tees
Industry Marketing and Advertising
Experience
University Tees August 2015 - Present
Edward Jones June 2015 - August 2015
Edward Jones June 2014 - August 2014
MonaBar January 2014 - April 2014
Office of the Registrar - University of Miami February 2013 - December 2013
NOW Talent Management November 2010 - August 2013
Risk & Claims Ltd April 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Teamwork, Marketing, Social Media Marketing, Social Media, Social Networking
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, minors in Spanish and Marketing
Queen Mary, U. of London 2015 — 2015
Bachelor’s Degree, Business Administration and Management, General
University Tees August 2015 - Present
Edward Jones June 2015 - August 2015
Edward Jones June 2014 - August 2014
MonaBar January 2014 - April 2014
Office of the Registrar - University of Miami February 2013 - December 2013
NOW Talent Management November 2010 - August 2013
Risk & Claims Ltd April 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Teamwork, Marketing, Social Media Marketing, Social Media, Social Networking
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, minors in Spanish and Marketing
Queen Mary, U. of London 2015 — 2015
Bachelor’s Degree, Business Administration and Management, General
Tim Bishop CPC's Edward Jones Experience September 2008 - September 2009
Job Executive Recruiter/ Gecko Hospitality for South Carolina and Georgia
Industry Hospitality
Experience
Gecko Hospitality November 2012 - Present
journeychurch of Myrtle Beach September 2009 - November 2012
Edward Jones September 2008 - September 2009
Bob Evans August 1990 - September 2008
Skills
Restaurant Management, Income Statement, Recruiting, Restaurants, Multi-unit, Food & Beverage, Hospitality, Employee Relations, Food Service, Sales, Food, Food Safety, Culinary Skills, Process Scheduler, Menu Development, Fine Dining, Hiring, Hospitality Management, Payroll, Catering, Customer Satisfaction, Employee Training, Hospitality Industry, P&L, Time Management, P&L Management, Hotel Management, New Restaurant Openings, Banquets, Hotels, Revenue Analysis, Resorts, Training, Cost Control, Forecasting, Leadership, Operations Management, Wine, Pre-opening, Budgets, Cooking, Bartending, Purchasing, Micros, Human Resources, Event Management, Onboarding, Event Planning, Management, POS
Education
Purdue University Calumet 1986 — 1989
Business Management
Gecko Hospitality November 2012 - Present
journeychurch of Myrtle Beach September 2009 - November 2012
Edward Jones September 2008 - September 2009
Bob Evans August 1990 - September 2008
Skills
Restaurant Management, Income Statement, Recruiting, Restaurants, Multi-unit, Food & Beverage, Hospitality, Employee Relations, Food Service, Sales, Food, Food Safety, Culinary Skills, Process Scheduler, Menu Development, Fine Dining, Hiring, Hospitality Management, Payroll, Catering, Customer Satisfaction, Employee Training, Hospitality Industry, P&L, Time Management, P&L Management, Hotel Management, New Restaurant Openings, Banquets, Hotels, Revenue Analysis, Resorts, Training, Cost Control, Forecasting, Leadership, Operations Management, Wine, Pre-opening, Budgets, Cooking, Bartending, Purchasing, Micros, Human Resources, Event Management, Onboarding, Event Planning, Management, POS
Education
Purdue University Calumet 1986 — 1989
Business Management
Martin Buchanan Martin Buchanan's Edward Jones Experience October 2010 - March 2013
Job Private Wealth Advisor at Buchanan Capital Management, LLC
Industry Financial Services
Experience
Buchanan Capital Management, LLC May 2014 - Present
J.P. Morgan March 2013 - May 2014
Edward Jones October 2010 - March 2013
Principia September 2006 - September 2010
Northwestern Mutual March 2010 - March 2010
Skills
Investments, Leadership, Uniform Combined State..., Asset Allocation, Financial Analysis, Customer Service, Microsoft Excel, Series 7, Mutual Funds, Management, Public Speaking, Banking, Portfolio Management, Investment Advisory, Finance, Strategic Financial..., Wealth Management, Financial Modeling, Alternative Investments, Asset Management
Education
Principia College 2006 — 2010
Bachelors, Business Administration
Casady
Buchanan Capital Management, LLC May 2014 - Present
J.P. Morgan March 2013 - May 2014
Edward Jones October 2010 - March 2013
Principia September 2006 - September 2010
Northwestern Mutual March 2010 - March 2010
Skills
Investments, Leadership, Uniform Combined State..., Asset Allocation, Financial Analysis, Customer Service, Microsoft Excel, Series 7, Mutual Funds, Management, Public Speaking, Banking, Portfolio Management, Investment Advisory, Finance, Strategic Financial..., Wealth Management, Financial Modeling, Alternative Investments, Asset Management
Education
Principia College 2006 — 2010
Bachelors, Business Administration
Casady
Ronda Warrener Ronda Warrener's Edward Jones Experience August 2015 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Barnum Financial Group 2009 - Present
Education
Rhode Island College 2010 — 2012
Masters of Professional Accountancy, Financial Planning, Graduate
Rhode Island College 1985 — 1989
Bachelor's degree, Economics, Graduate
Edward Jones August 2015 - Present
Barnum Financial Group 2009 - Present
Education
Rhode Island College 2010 — 2012
Masters of Professional Accountancy, Financial Planning, Graduate
Rhode Island College 1985 — 1989
Bachelor's degree, Economics, Graduate
Brodie Pattenden, MBA Brodie Pattenden, MBA's Edward Jones Experience April 2009 - December 2009
Job Technical Services Lead at TransCanada
Industry Oil & Energy
Experience
TransCanada August 2014 - Present
TransCanada August 2012 - August 2014
Scotiabank January 2010 - May 2012
Edward Jones April 2009 - December 2009
ULSU May 2008 - April 2009
Canadian Alliance of Student Associations May 2008 - April 2009
Taco Time Canada July 2003 - September 2006
Skills
Presenter, Financial Analysis, Excel, Research, Report Writing, PowerPoint, Strategic Financial..., Microsoft Excel, Team Leadership, Budgets, Business Development, Forecasting
Education
Queen's University 2011 — 2011
Masters, Business Administration
The University of Lethbridge 2006 — 2009
Bachelor, Finance
TransCanada August 2014 - Present
TransCanada August 2012 - August 2014
Scotiabank January 2010 - May 2012
Edward Jones April 2009 - December 2009
ULSU May 2008 - April 2009
Canadian Alliance of Student Associations May 2008 - April 2009
Taco Time Canada July 2003 - September 2006
Skills
Presenter, Financial Analysis, Excel, Research, Report Writing, PowerPoint, Strategic Financial..., Microsoft Excel, Team Leadership, Budgets, Business Development, Forecasting
Education
Queen's University 2011 — 2011
Masters, Business Administration
The University of Lethbridge 2006 — 2009
Bachelor, Finance
Nick Lareau Nick Lareau's Edward Jones Experience February 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2008 - Present
Skills
401k Rollovers, Retirement Planning, Roth IRA, Traditional IRA, Stocks, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, College Funding..., 529 Plans, Qualified Retirement..., ETFs, Municipal Bonds, Certificates of Deposit
Education
Southern Illinois University, Carbondale 2004 — 2007
Finance, General
Clinton High School
Richland Community College
Edward Jones February 2008 - Present
Skills
401k Rollovers, Retirement Planning, Roth IRA, Traditional IRA, Stocks, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, College Funding..., 529 Plans, Qualified Retirement..., ETFs, Municipal Bonds, Certificates of Deposit
Education
Southern Illinois University, Carbondale 2004 — 2007
Finance, General
Clinton High School
Richland Community College
Rob Witty Rob Witty's Edward Jones Experience 2000 - 2002
Job Consultant at Modis at Nestle Purina
Industry Information Technology and Services
Experience
Nestlé Purina North America 2006 - Present
Ameren Corp 2005 - 2006
MasterCard 2002 - 2004
Express Scripts 2002 - 2002
Edward Jones 2000 - 2002
Merrill Lynch 1999 - 2000
U.S. Postal Inspection Service 1998 - 1999
General Dynamics Information Technology 1998 - 1998
Applied Intelligence Group 1997 - 1998
Hertz 1993 - 1997
Skills
Change Management, Business Intelligence, Management, Cross-functional Team..., Account Management, Process Improvement, Project Management, Data Warehousing, SDLC, Program Management, Strategic Planning, Sales Management, New Business Development, ITIL, Business Strategy, SharePoint
Education
Regent University 1985 — 1987
Master of Arts (MA), Public Policy
The University of Texas at San Antonio 1978 — 1981
Bachelor of Arts (B.A.), Double major: Business Data Systems & Business Management
Nestlé Purina North America 2006 - Present
Ameren Corp 2005 - 2006
MasterCard 2002 - 2004
Express Scripts 2002 - 2002
Edward Jones 2000 - 2002
Merrill Lynch 1999 - 2000
U.S. Postal Inspection Service 1998 - 1999
General Dynamics Information Technology 1998 - 1998
Applied Intelligence Group 1997 - 1998
Hertz 1993 - 1997
Skills
Change Management, Business Intelligence, Management, Cross-functional Team..., Account Management, Process Improvement, Project Management, Data Warehousing, SDLC, Program Management, Strategic Planning, Sales Management, New Business Development, ITIL, Business Strategy, SharePoint
Education
Regent University 1985 — 1987
Master of Arts (MA), Public Policy
The University of Texas at San Antonio 1978 — 1981
Bachelor of Arts (B.A.), Double major: Business Data Systems & Business Management
Michelle Price Michelle Price's Edward Jones Experience May 2007 - January 2010
Job Managing Principal, Price Capital LLC
Industry Investment Management
Experience
Price Capital LLC January 2010 - Present
Edward Jones May 2007 - January 2010
Wunderman (Young & Rubicam Agency) May 2006 - May 2007
IDP Consulting LLC January 2005 - May 2006
Citigroup Global Markets January 2004 - January 2005
Morgan Stanley February 1997 - January 2004
Education
Stanford University
Master of Science (MS), Electrical Engineering (Digital Signal Processing)
Rice University
Bachelor of Science (BS), Electrical Engineering and Computer Science
Price Capital LLC January 2010 - Present
Edward Jones May 2007 - January 2010
Wunderman (Young & Rubicam Agency) May 2006 - May 2007
IDP Consulting LLC January 2005 - May 2006
Citigroup Global Markets January 2004 - January 2005
Morgan Stanley February 1997 - January 2004
Education
Stanford University
Master of Science (MS), Electrical Engineering (Digital Signal Processing)
Rice University
Bachelor of Science (BS), Electrical Engineering and Computer Science
Anthony Hanos Anthony Hanos's Edward Jones Experience January 2010 - September 2010
Job Teacher of Mathematics at Newport Public Schools
Industry Education Management
Experience
Newport Public Schools September 2013 - Present
Newport Community School September 2012 - September 2014
Frank E. Thompson Middle School January 2013 - June 2013
Frank E. Thompson Middle School December 2012 - February 2013
Looking Upwards, Inc. July 2012 - January 2013
Thompson Middle School, Newport, RI September 2012 - November 2012
Gap Inc. October 2010 - July 2011
Edward Jones January 2010 - September 2010
Gap Inc. September 2009 - January 2010
Gap Inc. May 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, eInstruction, Insight360, MobiView, Training, Staff Development
Education
University of Phoenix 2011 — 2012
Master of Arts (M.A.), Secondary Education and Teaching
Rhode Island College 2006 — 2008
Bachelor of Science (BS), Finance, General, 3.48/4.0
Newport Public Schools September 2013 - Present
Newport Community School September 2012 - September 2014
Frank E. Thompson Middle School January 2013 - June 2013
Frank E. Thompson Middle School December 2012 - February 2013
Looking Upwards, Inc. July 2012 - January 2013
Thompson Middle School, Newport, RI September 2012 - November 2012
Gap Inc. October 2010 - July 2011
Edward Jones January 2010 - September 2010
Gap Inc. September 2009 - January 2010
Gap Inc. May 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, eInstruction, Insight360, MobiView, Training, Staff Development
Education
University of Phoenix 2011 — 2012
Master of Arts (M.A.), Secondary Education and Teaching
Rhode Island College 2006 — 2008
Bachelor of Science (BS), Finance, General, 3.48/4.0
Megan Driscoll, CFP® Megan Driscoll, CFP®'s Edward Jones Experience July 2007 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab May 2012 - April 2013
Edward Jones July 2007 - September 2011
Putnam Investments 2003 - 2007
Skills
FINRA Series 6, 7, 63,..., Mutual Funds, Asset Allocation, Securities, Retirement Planning, Wealth Management, Alternative Investments, Series 6
Education
Providence College 1998 — 2002
BA, Mathematics
Charles Schwab May 2012 - April 2013
Edward Jones July 2007 - September 2011
Putnam Investments 2003 - 2007
Skills
FINRA Series 6, 7, 63,..., Mutual Funds, Asset Allocation, Securities, Retirement Planning, Wealth Management, Alternative Investments, Series 6
Education
Providence College 1998 — 2002
BA, Mathematics
Liana DeBaeke's Edward Jones Experience March 2011 - December 2011
Job Independent Employee
Industry Nonprofit Organization Management
Experience
Alpine Access February 2012 - Present
Edward Jones March 2011 - December 2011
Guaranty Bank and Trust November 2005 - June 2010
Skills
Microsoft Excel, Customer Service, Management, Program Management, Portfolio Management, Banking, Strategic Financial..., Financial Analysis, Retirement Planning, Retirement, Outlook, Sales, Budget, Marketing, Microsoft Word, Insurance, Negotiation, Microsoft Office, Public Speaking, Strategic Planning
Education
Regis University 2006 — 2013
Business and Computer Science
Alpine Access February 2012 - Present
Edward Jones March 2011 - December 2011
Guaranty Bank and Trust November 2005 - June 2010
Skills
Microsoft Excel, Customer Service, Management, Program Management, Portfolio Management, Banking, Strategic Financial..., Financial Analysis, Retirement Planning, Retirement, Outlook, Sales, Budget, Marketing, Microsoft Word, Insurance, Negotiation, Microsoft Office, Public Speaking, Strategic Planning
Education
Regis University 2006 — 2013
Business and Computer Science
Cathy J. Bang's Edward Jones Experience June 2012 - June 2013
Job Human Resources Professional
Industry Human Resources
Experience
WageWorks July 2013 - Present
Edward Jones June 2012 - June 2013
US Law Group June 2006 - June 2008
Skills
Employee Benefits, Outlook, Mutual Funds, Variable Annuities, Fixed Annuities, Insurance, Retirement Planning, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Benefits Administration, Human Resources, Investment Management, Wealth Management, Fixed Income, Equities, Indexed Annuities, Trading, Customer Service, COBRA
Education
Purdue University
WageWorks July 2013 - Present
Edward Jones June 2012 - June 2013
US Law Group June 2006 - June 2008
Skills
Employee Benefits, Outlook, Mutual Funds, Variable Annuities, Fixed Annuities, Insurance, Retirement Planning, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Benefits Administration, Human Resources, Investment Management, Wealth Management, Fixed Income, Equities, Indexed Annuities, Trading, Customer Service, COBRA
Education
Purdue University
Lavonda Daniels Lavonda Daniels's Edward Jones Experience June 2011 - February 2012
Job Assistant Managing Director at Daniels Development Group LLC
Industry Management Consulting
Experience
Daniels Development Group LLC August 2009 - Present
The Raleigh-Durham Agency of The Guardian Life Insurance Company of America August 2012 - Present
Edward Jones June 2011 - February 2012
United Guaranty Corporation March 2010 - June 2011
Alamance Burlington School System June 2006 - February 2010
Nussbaum Center for Entrepreneurship May 2009 - August 2009
Andrews Elementary School August 2004 - June 2006
Skills
Life Insurance, Retirement Planning, Disability Insurance, Strategic Financial..., Retirement, Business Development
Education
Regent University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of North Carolina at Greensboro 2004 — 2009
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Marketing
Daniels Development Group LLC August 2009 - Present
The Raleigh-Durham Agency of The Guardian Life Insurance Company of America August 2012 - Present
Edward Jones June 2011 - February 2012
United Guaranty Corporation March 2010 - June 2011
Alamance Burlington School System June 2006 - February 2010
Nussbaum Center for Entrepreneurship May 2009 - August 2009
Andrews Elementary School August 2004 - June 2006
Skills
Life Insurance, Retirement Planning, Disability Insurance, Strategic Financial..., Retirement, Business Development
Education
Regent University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of North Carolina at Greensboro 2004 — 2009
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Marketing
Lisa Leblanc Lisa Leblanc's Edward Jones Experience November 2013 - December 2014
Job Personal Banker at Bank of America
Industry Broadcast Media
Experience
Bank of America December 2014 - Present
Edward Jones November 2013 - December 2014
Edward Jones November 2013 - December 2014
ESPN July 2011 - July 2013
ESPN November 2002 - July 2011
ESPN November 1993 - November 2002
ESPN August 1990 - November 1993
Skills
Time Management, Strategic Planning, Avid, Marketing, Customer Service, Finance, Microsoft Office
Education
Quinnipiac University 2010 — 2012
Master of Science, Organizational Leadership, 4.0
Robert Morris University 1987 — 1990
BSBA, Communication
Bank of America December 2014 - Present
Edward Jones November 2013 - December 2014
Edward Jones November 2013 - December 2014
ESPN July 2011 - July 2013
ESPN November 2002 - July 2011
ESPN November 1993 - November 2002
ESPN August 1990 - November 1993
Skills
Time Management, Strategic Planning, Avid, Marketing, Customer Service, Finance, Microsoft Office
Education
Quinnipiac University 2010 — 2012
Master of Science, Organizational Leadership, 4.0
Robert Morris University 1987 — 1990
BSBA, Communication
Daniel Mielech's Edward Jones Experience June 2014 - August 2014
Job Director of Operations at PRN Care LLC
Industry Health, Wellness and Fitness
Experience
PRN Care LLC July 2015 - Present
Epic Health Services, Inc. September 2014 - February 2015
Edward Jones June 2014 - August 2014
Premier Home Health Care Services, Inc November 2013 - March 2014
Maxim Healthcare Services July 2013 - October 2013
Maxim Healthcare Services November 2011 - July 2013
Maxim Healthcare Services August 2010 - November 2011
Advantage Sales & Marketing May 2008 - September 2011
Home Depot/Your Other Warehouse January 2006 - January 2008
Lowe's Companies, Inc. April 2004 - September 2007
Skills
Sales, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Management, PowerPoint, Outlook, Retail, Microsoft Word, Account Management, Access, Customer Retention, Networking, Contract Negotiation, Contract Management, Standards Compliance, Legal Compliance, HIPAA, Governance, Professional Experience, Human Resources, Financial Statements, Recruiting, Internet Recruiting, Hiring Personnel, New Business Development, Leadership Development, Staff Development, ADP Payroll, Sales Management, Operations Management, Sales Operations, Revenue Forecasting, Revenue Analysis, Revenue & Profit Growth, Healthcare
Education
Walden University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ramapo College of New Jersey 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middletown North 2000 — 2004
PRN Care LLC July 2015 - Present
Epic Health Services, Inc. September 2014 - February 2015
Edward Jones June 2014 - August 2014
Premier Home Health Care Services, Inc November 2013 - March 2014
Maxim Healthcare Services July 2013 - October 2013
Maxim Healthcare Services November 2011 - July 2013
Maxim Healthcare Services August 2010 - November 2011
Advantage Sales & Marketing May 2008 - September 2011
Home Depot/Your Other Warehouse January 2006 - January 2008
Lowe's Companies, Inc. April 2004 - September 2007
Skills
Sales, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Management, PowerPoint, Outlook, Retail, Microsoft Word, Account Management, Access, Customer Retention, Networking, Contract Negotiation, Contract Management, Standards Compliance, Legal Compliance, HIPAA, Governance, Professional Experience, Human Resources, Financial Statements, Recruiting, Internet Recruiting, Hiring Personnel, New Business Development, Leadership Development, Staff Development, ADP Payroll, Sales Management, Operations Management, Sales Operations, Revenue Forecasting, Revenue Analysis, Revenue & Profit Growth, Healthcare
Education
Walden University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ramapo College of New Jersey 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middletown North 2000 — 2004
Paul Zappitielli Paul Zappitielli's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Verizon Wireless April 2010 - June 2014
Whole Life Home Care July 2009 - December 2013
The Gap February 2005 - October 2009
Skills
Healthcare, Home Care, Program Management, Direct Sales, Sales, Customer Service, Customer Satisfaction, Retail, Inventory Management, Microsoft Excel
Education
City University of New York-Queens College 2004 — 2008
Bachelors, History, Business
Holy Cross High School 2000 — 2004
Regents
Edward Jones July 2014 - Present
Verizon Wireless April 2010 - June 2014
Whole Life Home Care July 2009 - December 2013
The Gap February 2005 - October 2009
Skills
Healthcare, Home Care, Program Management, Direct Sales, Sales, Customer Service, Customer Satisfaction, Retail, Inventory Management, Microsoft Excel
Education
City University of New York-Queens College 2004 — 2008
Bachelors, History, Business
Holy Cross High School 2000 — 2004
Regents
Julie Niemerg's Edward Jones Experience February 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2013 - Present
Charleston High School, Charleston Illinois July 2005 - July 2012
Windsor High School, Windsor Illinois June 1998 - June 2005
Skills
Microsoft Excel, Microsoft Office, Investments, PowerPoint, Asset Management, Customer Service, Microsoft Word, Financial Analysis, Portfolio Management, Research, Budgets, Public Speaking
Education
Southern Illinois University, Carbondale 1994 — 1998
Master of Science (MS), Agriculture, General
Quincy University 1993 — 1994
Edward Jones February 2013 - Present
Charleston High School, Charleston Illinois July 2005 - July 2012
Windsor High School, Windsor Illinois June 1998 - June 2005
Skills
Microsoft Excel, Microsoft Office, Investments, PowerPoint, Asset Management, Customer Service, Microsoft Word, Financial Analysis, Portfolio Management, Research, Budgets, Public Speaking
Education
Southern Illinois University, Carbondale 1994 — 1998
Master of Science (MS), Agriculture, General
Quincy University 1993 — 1994
Chris Johansen Chris Johansen's Edward Jones Experience May 2012 - October 2012
Job Analyst
Industry Financial Services
Experience
Gap Inc./Gap September 2014 - Present
UNM College of Pharmacy October 2012 - September 2014
Edward Jones May 2012 - October 2012
Gates Corporation December 2011 - May 2012
Regis University July 2010 - May 2012
The Hartford June 2011 - August 2011
Wellbridge July 2009 - August 2010
Skills
Spanish, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Marketing, 4.07
Regis University 2009 — 2012
Bachelor's Degree, Business Administration, Management and Marketing, 3.96
Gap Inc./Gap September 2014 - Present
UNM College of Pharmacy October 2012 - September 2014
Edward Jones May 2012 - October 2012
Gates Corporation December 2011 - May 2012
Regis University July 2010 - May 2012
The Hartford June 2011 - August 2011
Wellbridge July 2009 - August 2010
Skills
Spanish, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Marketing, 4.07
Regis University 2009 — 2012
Bachelor's Degree, Business Administration, Management and Marketing, 3.96
Max Schwartz Max Schwartz's Edward Jones Experience 1995 - 1997
Job Business Development/Research & Development at Stauder Technologies
Industry Aviation & Aerospace
Experience
Stauder Technologies September 2009 - Present
Anheuser-Busch Companies, Inc. 2004 - January 2009
WingSpeed LLC 2000 - 2008
Horizon Healthcare 2002 - 2003
Pulitzer Technologies 1997 - 2000
Deutsche 1995 - 1997
Edward Jones 1995 - 1997
Solution Consultants 1995 - 1997
McDonnell Douglas 1987 - 1995
Skills
Business Development, Drone/UAV..., Sales, International Sales, Engineering, Business Planning
Education
Purdue University 1981 — 1986
BS Aeronautical Engineering, Control Theory
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Finance, International Operations
Chaminade College Prep
High school, High school
Stauder Technologies September 2009 - Present
Anheuser-Busch Companies, Inc. 2004 - January 2009
WingSpeed LLC 2000 - 2008
Horizon Healthcare 2002 - 2003
Pulitzer Technologies 1997 - 2000
Deutsche 1995 - 1997
Edward Jones 1995 - 1997
Solution Consultants 1995 - 1997
McDonnell Douglas 1987 - 1995
Skills
Business Development, Drone/UAV..., Sales, International Sales, Engineering, Business Planning
Education
Purdue University 1981 — 1986
BS Aeronautical Engineering, Control Theory
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Finance, International Operations
Chaminade College Prep
High school, High school
Sophie Beckmann Sophie Beckmann's Edward Jones Experience December 2007 - May 2011
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Roger W. Shaw, SASHE, CHFM's Edward Jones Experience July 2007 - January 2011
Job Corporate Manager of Plant Operations at Select Medical
Industry Hospital & Health Care
Experience
Select Medical July 2015 - Present
Kindred Healthcare January 2013 - July 2015
Kindred Healthcare January 2011 - January 2013
Edward Jones July 2007 - January 2011
Summitt Logistics & Brokerage 2004 - 2007
Medical Center of Southern Indiana 1999 - 2004
Bon Secours St. Joseph Hospital May 1999 - September 1999
CommuniCare Health Services 1997 - 1999
Floyd Memorial Hosptial and Health Services 1992 - 1997
Skills
Process Improvement, Strategic Planning, Contract Negotiation, Healthcare, Project Management, Budgets, Team Building, Facilities Management, Operations Management, Leadership, Program Management, Sales, Employee Training, Fire Protection, Employer Branding, Fire Safety, Fire Alarm, Customer Service, Management, Human Resources, Patient Safety, Process Scheduler, Training, Team Leadership, Policy, Hospitals
Education
Webster University 1992 — 1994
MA, Health Services Management
Purdue University 1976 — 1980
BS Supervision Technology, Engineering/Management
Purdue University 1972 — 1976
AAS Mechanical Engineering
Select Medical July 2015 - Present
Kindred Healthcare January 2013 - July 2015
Kindred Healthcare January 2011 - January 2013
Edward Jones July 2007 - January 2011
Summitt Logistics & Brokerage 2004 - 2007
Medical Center of Southern Indiana 1999 - 2004
Bon Secours St. Joseph Hospital May 1999 - September 1999
CommuniCare Health Services 1997 - 1999
Floyd Memorial Hosptial and Health Services 1992 - 1997
Skills
Process Improvement, Strategic Planning, Contract Negotiation, Healthcare, Project Management, Budgets, Team Building, Facilities Management, Operations Management, Leadership, Program Management, Sales, Employee Training, Fire Protection, Employer Branding, Fire Safety, Fire Alarm, Customer Service, Management, Human Resources, Patient Safety, Process Scheduler, Training, Team Leadership, Policy, Hospitals
Education
Webster University 1992 — 1994
MA, Health Services Management
Purdue University 1976 — 1980
BS Supervision Technology, Engineering/Management
Purdue University 1972 — 1976
AAS Mechanical Engineering
James Glass James Glass's Edward Jones Experience 2007 - 2007
Job IT Management Consulting
Industry Information Technology and Services
Experience
CapTech Ventures, Inc October 2014 - Present
Capital One October 2012 - October 2014
CapTech December 2011 - December 2012
Capital One July 2010 - November 2011
Markel Corporation February 2010 - May 2010
Bostwick Laboratories July 2007 - September 2009
Edward Jones 2007 - 2007
Apex Systems 2005 - 2006
Skills
HL7, Business Analysis, Process Improvement, SQL, SDLC, Project Management, Requirements Analysis, Healthcare, Requirements Gathering, Healthcare Information..., Management Consulting, Applicant Tracking..., Agile Methodologies, Recruiting, Business Process..., Change Management, B2B, Business Intelligence, IT Strategy, Project Planning, Scrum, Vendor Management, Vendor Relationships
Education
Radford University 2001 — 2005
B.S., Information Science and Systems
CapTech Ventures, Inc October 2014 - Present
Capital One October 2012 - October 2014
CapTech December 2011 - December 2012
Capital One July 2010 - November 2011
Markel Corporation February 2010 - May 2010
Bostwick Laboratories July 2007 - September 2009
Edward Jones 2007 - 2007
Apex Systems 2005 - 2006
Skills
HL7, Business Analysis, Process Improvement, SQL, SDLC, Project Management, Requirements Analysis, Healthcare, Requirements Gathering, Healthcare Information..., Management Consulting, Applicant Tracking..., Agile Methodologies, Recruiting, Business Process..., Change Management, B2B, Business Intelligence, IT Strategy, Project Planning, Scrum, Vendor Management, Vendor Relationships
Education
Radford University 2001 — 2005
B.S., Information Science and Systems
Ryan Partridge's Edward Jones Experience August 2010 - July 2011
Job Regional Sales Manager, North America at ERICO
Industry Electrical/Electronic Manufacturing
Experience
Pentair March 2015 - Present
ERICO December 2013 - March 2015
ABB March 2013 - December 2013
Thomas & Betts July 2011 - April 2013
Edward Jones August 2010 - July 2011
EESCO, div of WESCO Distribution April 2009 - August 2010
EESCO, div of WESCO Distribution January 2008 - March 2009
Eaton Corporation January 2005 - January 2008
Skills
Sales, Negotiation, Financial Analysis, Sales Operations, Electricians, Electrical Engineering, Finance
Education
Purdue University 2000 — 2004
BSEE, Electrical Engineering & Economics
Pentair March 2015 - Present
ERICO December 2013 - March 2015
ABB March 2013 - December 2013
Thomas & Betts July 2011 - April 2013
Edward Jones August 2010 - July 2011
EESCO, div of WESCO Distribution April 2009 - August 2010
EESCO, div of WESCO Distribution January 2008 - March 2009
Eaton Corporation January 2005 - January 2008
Skills
Sales, Negotiation, Financial Analysis, Sales Operations, Electricians, Electrical Engineering, Finance
Education
Purdue University 2000 — 2004
BSEE, Electrical Engineering & Economics
Ronda Walsh Schwab's Edward Jones Experience November 2001 - Present
Job Financial Advisor at Edward Jones Company
Industry Financial Services
Experience
Edward Jones November 2001 - Present
Ronda Walsh Schwab October 2002 - December 2010
MetLife 1986 - 2001
Education
Purdue University
Edward Jones November 2001 - Present
Ronda Walsh Schwab October 2002 - December 2010
MetLife 1986 - 2001
Education
Purdue University
Edward Siebeneck Edward Siebeneck's Edward Jones Experience February 2001 - April 2004
Job Business Owner at Siebeneck Consulting
Industry Management Consulting
Experience
Consultant June 2015 - Present
Ameriprise Financial Services February 2009 - June 2015
Merrill Lynch April 2004 - February 2009
Edward Jones February 2001 - April 2004
National Home Delivery, Inc. May 1996 - May 1998
Skills
Strategic Planning, Exit Strategies, Business Re-organisation, Start-ups, General Management
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Toledo 1979 — 1983
BBA, Accounting
Consultant June 2015 - Present
Ameriprise Financial Services February 2009 - June 2015
Merrill Lynch April 2004 - February 2009
Edward Jones February 2001 - April 2004
National Home Delivery, Inc. May 1996 - May 1998
Skills
Strategic Planning, Exit Strategies, Business Re-organisation, Start-ups, General Management
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Toledo 1979 — 1983
BBA, Accounting
James Buddy Hill James Buddy Hill's Edward Jones Experience August 2000 - December 2000
Job CFO at QualiChem, Inc.
Industry Accounting
Experience
QualiChem, Inc. June 2015 - Present
John C Nordt Company, Inc. December 2013 - June 2015
Medeco Security Locks August 2011 - March 2014
Atlas Copco Secoroc, LLC February 2005 - August 2011
Persinger & Company, PLC December 2000 - February 2005
Edward Jones August 2000 - December 2000
Larrowe & Company, PLC August 1999 - August 2000
K&W Machine Products, Inc. January 1990 - May 1999
Skills
Accpac, Treasury Management, Business Process..., Internal Controls, Financial Reporting, Accounting, Financial Analysis, CMA, Forecasting, CPA, Mergers & Acquisitions, Consolidation, Strategic Planning, Management, Process Improvement, Business Planning, Leadership, SEC filings, Auditing, Inventory Management, Negotiation, Operations Management, Hyperion Enterprise, Account Reconciliation, Cost Accounting, GAAP, Internal Audit, General Ledger, Finance, IFRS, Sarbanes-Oxley Act, Variance Analysis, SAP, Training, Managerial Finance, Cash Flow, Financial Accounting, Strategic Financial..., Financial Modeling, Financial Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2008 — 2010
MBA, Business Administration
Radford University 1999 — 2000
BBA, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1988
B.S., Finance
Radford University 1984 — 1986
QualiChem, Inc. June 2015 - Present
John C Nordt Company, Inc. December 2013 - June 2015
Medeco Security Locks August 2011 - March 2014
Atlas Copco Secoroc, LLC February 2005 - August 2011
Persinger & Company, PLC December 2000 - February 2005
Edward Jones August 2000 - December 2000
Larrowe & Company, PLC August 1999 - August 2000
K&W Machine Products, Inc. January 1990 - May 1999
Skills
Accpac, Treasury Management, Business Process..., Internal Controls, Financial Reporting, Accounting, Financial Analysis, CMA, Forecasting, CPA, Mergers & Acquisitions, Consolidation, Strategic Planning, Management, Process Improvement, Business Planning, Leadership, SEC filings, Auditing, Inventory Management, Negotiation, Operations Management, Hyperion Enterprise, Account Reconciliation, Cost Accounting, GAAP, Internal Audit, General Ledger, Finance, IFRS, Sarbanes-Oxley Act, Variance Analysis, SAP, Training, Managerial Finance, Cash Flow, Financial Accounting, Strategic Financial..., Financial Modeling, Financial Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2008 — 2010
MBA, Business Administration
Radford University 1999 — 2000
BBA, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1988
B.S., Finance
Radford University 1984 — 1986
Serenity N. Jones's Edward Jones Experience Intern) Litigation ParalegalCrumley & AssociatesJanuary 1999 - May 2001
Job Senior Financial Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones Intern) Litigation ParalegalCrumley & AssociatesJanuary 1999 - May 2001
Education
Purdue University 1996 — 2001
Computational Finance, Economics/ Demographical Statistics
Edward Jones Intern) Litigation ParalegalCrumley & AssociatesJanuary 1999 - May 2001
Education
Purdue University 1996 — 2001
Computational Finance, Economics/ Demographical Statistics
Tracy Lan, MFin Tracy Lan, MFin's Edward Jones Experience August 2009 - May 2013
Job Senior Analyst at RBC
Industry Financial Services
Experience
RBC August 2015 - Present
BMO Financial Group November 2014 - July 2015
HSBC May 2013 - June 2014
Edward Jones August 2009 - May 2013
Skills
Financial Modeling, Financial Analysis, Mutual Funds, Derivatives, Trade Operations, Equity Valuation, Fixed Income Analysis, Foreign Exchange, Equities, Wealth Management, Portfolio Management, Bloomberg, Finance, Investments, Banking
Education
Queen's University 2011 — 2012
Master, Finance
The University of Western Ontario 2002 — 2006
Bachelor, Finance & Economics
RBC August 2015 - Present
BMO Financial Group November 2014 - July 2015
HSBC May 2013 - June 2014
Edward Jones August 2009 - May 2013
Skills
Financial Modeling, Financial Analysis, Mutual Funds, Derivatives, Trade Operations, Equity Valuation, Fixed Income Analysis, Foreign Exchange, Equities, Wealth Management, Portfolio Management, Bloomberg, Finance, Investments, Banking
Education
Queen's University 2011 — 2012
Master, Finance
The University of Western Ontario 2002 — 2006
Bachelor, Finance & Economics
Lisa Ketteman's Edward Jones Experience June 2005 - October 2011
Job Experienced secretary/receptionist
Industry Executive Office
Experience
Pecan Valley March 2014 - January 2015
Alice 24-7 May 2013 - January 2014
Hays CISD October 2010 - July 2012
Edward Jones June 2005 - October 2011
Illinois Lottery 1996 - July 2002
Skills
Administrative..., Office Management, Microsoft Office, Spreadsheets, Office Administration, Data Entry, Customer Service, Office Equipment, Accounts Payable, Outlook, Calendars, Telephone Skills, Administration, Event Planning, Time Management, Microsoft Word, Travel Arrangements, Process Scheduler, PowerPoint, Calendaring, Administrative...
Education
Rend Lake College
Pecan Valley March 2014 - January 2015
Alice 24-7 May 2013 - January 2014
Hays CISD October 2010 - July 2012
Edward Jones June 2005 - October 2011
Illinois Lottery 1996 - July 2002
Skills
Administrative..., Office Management, Microsoft Office, Spreadsheets, Office Administration, Data Entry, Customer Service, Office Equipment, Accounts Payable, Outlook, Calendars, Telephone Skills, Administration, Event Planning, Time Management, Microsoft Word, Travel Arrangements, Process Scheduler, PowerPoint, Calendaring, Administrative...
Education
Rend Lake College
Alisa De Luna's Edward Jones Experience June 2009 - November 2010
Job Executive Director at CASA of Williamson County, Texas
Industry Nonprofit Organization Management
Experience
CASA of Williamson County December 2010 - Present
Edward Jones June 2009 - November 2010
Austin Lyric Opera March 2006 - April 2009
Muscular Dystrophy Association 2004 - 2005
Ernst & Young 2002 - 2004
Skills
Non-profits, Fundraising, Event Planning, Public Speaking, Volunteer Management, Grants, Strategic Planning, Grant Writing, Public Relations, Social Media, Community Outreach, Marketing, Philanthropy, Program Development, Research, Budgets, Event Management, Marketing Communications, Board Development, Nonprofits, Volunteer Training, Volunteer Recruiting, Non-profit..., Annual Giving, Workshop Facilitation, Leadership Development, Management, Organizational..., Program Management, Community Development, Policy
Education
Rice University 1997 — 2001
Bachelor of Arts, Biology
CASA of Williamson County December 2010 - Present
Edward Jones June 2009 - November 2010
Austin Lyric Opera March 2006 - April 2009
Muscular Dystrophy Association 2004 - 2005
Ernst & Young 2002 - 2004
Skills
Non-profits, Fundraising, Event Planning, Public Speaking, Volunteer Management, Grants, Strategic Planning, Grant Writing, Public Relations, Social Media, Community Outreach, Marketing, Philanthropy, Program Development, Research, Budgets, Event Management, Marketing Communications, Board Development, Nonprofits, Volunteer Training, Volunteer Recruiting, Non-profit..., Annual Giving, Workshop Facilitation, Leadership Development, Management, Organizational..., Program Management, Community Development, Policy
Education
Rice University 1997 — 2001
Bachelor of Arts, Biology
Ray Kuethe Ray Kuethe's Edward Jones Experience Financial Advisor$
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Financial Advisor$
Skills
Strategic Financial..., Long-term Care, Life Insurance, Insurance, College Savings Plans, Term Life Insurance, Fixed Annuities, Wealth Accumulation, IRAs, 529 Plans, 401k Rollovers, Estate Planning, Retirement Planning, Small Business
Education
University of Missouri-Saint Louis 1996 — 1998
MBA, Finance, Marketing
Quincy University 1987 — 1991
Bachelor, Marketing, Psychology
Edward Jones Financial Advisor$
Skills
Strategic Financial..., Long-term Care, Life Insurance, Insurance, College Savings Plans, Term Life Insurance, Fixed Annuities, Wealth Accumulation, IRAs, 529 Plans, 401k Rollovers, Estate Planning, Retirement Planning, Small Business
Education
University of Missouri-Saint Louis 1996 — 1998
MBA, Finance, Marketing
Quincy University 1987 — 1991
Bachelor, Marketing, Psychology
Christopher McGovern's Edward Jones Experience August 2015 - Present
Job Joined Edward Jones video department
Industry Marketing and Advertising
Experience
Edward Jones August 2015 - Present
KTVI - FOX2 May 1997 - July 2015
KPLR 11 July 1996 - May 1997
KDNL 30 July 1995 - June 1996
WLFI TV-18 1993 - 1995
Skills
Final Cut Pro, Editing, Video, Film, Broadcast, Producing, Social Media, Television, Camera, Sports, Video Production, Video Editing, Avid, Broadcast Journalism, Digital Media, HD Video, Media Relations, Non-linear Editing, Radio, Radio Broadcasting, Videography, ENPS, Journalism, News Writing
Education
Purdue University 1988 — 1992
Bachelor of Arts (B.A.) Communications, Broadcasting
Edward Jones August 2015 - Present
KTVI - FOX2 May 1997 - July 2015
KPLR 11 July 1996 - May 1997
KDNL 30 July 1995 - June 1996
WLFI TV-18 1993 - 1995
Skills
Final Cut Pro, Editing, Video, Film, Broadcast, Producing, Social Media, Television, Camera, Sports, Video Production, Video Editing, Avid, Broadcast Journalism, Digital Media, HD Video, Media Relations, Non-linear Editing, Radio, Radio Broadcasting, Videography, ENPS, Journalism, News Writing
Education
Purdue University 1988 — 1992
Bachelor of Arts (B.A.) Communications, Broadcasting
Don Burwell Don Burwell's Edward Jones Experience November 1995 - December 2014
Job Donald J Burwell, Lawyer
Industry Financial Services
Experience
Donald J Burwell, Barrister & Solicitor January 2015 - Present
Edward Jones November 1995 - December 2014
Investment Dealers Association of Canada 1990 - 1995
Burns Fry Ltd. 1986 - 1989
Skills
Mutual Funds, Securities, Securities Regulation, Risk Management, Corporate Governance, Capital Markets, AML, Financial Services, Investments, Investment Advisory, Due Diligence, Wealth Management
Education
University of Windsor 1977 — 1980
LL.B., Law
Queen's University 1974 — 1977
B.A., Economics
Donald J Burwell, Barrister & Solicitor January 2015 - Present
Edward Jones November 1995 - December 2014
Investment Dealers Association of Canada 1990 - 1995
Burns Fry Ltd. 1986 - 1989
Skills
Mutual Funds, Securities, Securities Regulation, Risk Management, Corporate Governance, Capital Markets, AML, Financial Services, Investments, Investment Advisory, Due Diligence, Wealth Management
Education
University of Windsor 1977 — 1980
LL.B., Law
Queen's University 1974 — 1977
B.A., Economics
Nick Brock, CFP® Nick Brock, CFP®'s Edward Jones Experience January 2013 - Present
Job Sr. Client Solutions Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones June 2008 - December 2012
Edward Jones June 2007 - May 2008
Smith Barney January 2005 - March 2005
Skills
Series 66, Series 7, FINRA, Equities, PowerPoint, Financial Planning, Economics, Coaching, Retirement Planning, Financial Analysis, Uniform Combined State..., Strategic Financial..., Investments
Education
Principia College 2003 — 2007
BA-Business Administration, Economics, History
Edward Jones January 2013 - Present
Edward Jones June 2008 - December 2012
Edward Jones June 2007 - May 2008
Smith Barney January 2005 - March 2005
Skills
Series 66, Series 7, FINRA, Equities, PowerPoint, Financial Planning, Economics, Coaching, Retirement Planning, Financial Analysis, Uniform Combined State..., Strategic Financial..., Investments
Education
Principia College 2003 — 2007
BA-Business Administration, Economics, History
Jentry Spear's Edward Jones Experience July 2009 - September 2010
Job QA
Industry Automotive
Experience
Wallenius Wilhelmsen Logistics October 2011 - Present
Wallenius Wilhelmsen Logistics October 2011 - Present
Edward Jones July 2009 - September 2010
McDonnell Douglas April 1988 - July 1995
Skills
Budgeting, Logistics, Shipping, Lean Manufacturing, Six Sigma, Quality Assurance, Process Improvement, Investments, Continuous Improvement, Quality Management, Transportation, Supply Chain, Kaizen, Change Management, Operations Management, Writing, Excel, Problem Solving, Customer Relations, Microsoft Office, Freight, Customer Service, JIT, Logistics Management, Documentation, ISO
Education
Purdue University 1980 — 1984
1984, Organizational and Technology Mgmt.
Purdue University 1980 — 1984
Bachelor's degree, Organizational Leadership
Wallenius Wilhelmsen Logistics October 2011 - Present
Wallenius Wilhelmsen Logistics October 2011 - Present
Edward Jones July 2009 - September 2010
McDonnell Douglas April 1988 - July 1995
Skills
Budgeting, Logistics, Shipping, Lean Manufacturing, Six Sigma, Quality Assurance, Process Improvement, Investments, Continuous Improvement, Quality Management, Transportation, Supply Chain, Kaizen, Change Management, Operations Management, Writing, Excel, Problem Solving, Customer Relations, Microsoft Office, Freight, Customer Service, JIT, Logistics Management, Documentation, ISO
Education
Purdue University 1980 — 1984
1984, Organizational and Technology Mgmt.
Purdue University 1980 — 1984
Bachelor's degree, Organizational Leadership
Matt Dressel Matt Dressel's Edward Jones Experience 2006 - 2009
Job Owner/Investment Advisor/Life Insurance Agent at Independent Financial Solutions Group
Industry Financial Services
Experience
Independent Financial Solutions Group June 2009 - Present
Carteret Community College October 2010 - Present
Edward Jones 2006 - 2009
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Financial Services, Small Business, Insurance, Life Insurance, Portfolio Management, Investment Strategies, Financial Planning, Pensions, Fixed Annuities, Financial Analysis, Disability Insurance, Personal Finance, Estate Planning, 401k, Investment Advisory, Fixed Income, Series 7, Relationship Management, Asset Allocation, Mortgage Lending, Nonprofits, Educational Consulting, Personal Financial..., Term Life Insurance, Securities, IRAs, Asset Managment, Bonds, Employee Benefits, Fundraising, Financial Planners, Asset Management, Wealth, Series 6, Whole Life, Budgets, Series 63, Equities, 401k Rollovers, FINRA, Annuities, IRA's, Problem Solving, Savings
Education
Randolph-Macon College 1987 — 1994
BA, Poltical Science
Virginia Commonwealth University 1991 — 1993
MT, Secondary Education
Independent Financial Solutions Group June 2009 - Present
Carteret Community College October 2010 - Present
Edward Jones 2006 - 2009
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Financial Services, Small Business, Insurance, Life Insurance, Portfolio Management, Investment Strategies, Financial Planning, Pensions, Fixed Annuities, Financial Analysis, Disability Insurance, Personal Finance, Estate Planning, 401k, Investment Advisory, Fixed Income, Series 7, Relationship Management, Asset Allocation, Mortgage Lending, Nonprofits, Educational Consulting, Personal Financial..., Term Life Insurance, Securities, IRAs, Asset Managment, Bonds, Employee Benefits, Fundraising, Financial Planners, Asset Management, Wealth, Series 6, Whole Life, Budgets, Series 63, Equities, 401k Rollovers, FINRA, Annuities, IRA's, Problem Solving, Savings
Education
Randolph-Macon College 1987 — 1994
BA, Poltical Science
Virginia Commonwealth University 1991 — 1993
MT, Secondary Education
Kathleen O'Donnell Luther Kathleen O'Donnell Luther's Edward Jones Experience July 2010 - June 2012
Job .
Industry Financial Services
Experience
O'Donnell Luther Financial Services, LLC June 2012 - Present
Edward Jones July 2010 - June 2012
Homestead Funding Corp. January 2009 - July 2010
Provantage Funding November 2006 - December 2008
HomeFunding Finders, Inc May 1989 - November 2006
Skills
Fixed Annuities, Retirement Planning, Wealth Management, 401k Rollovers, Financial Planners, Securities, Investments, Residential Mortgages, Mutual Funds, Financial Advisory, Strategic Financial...
Education
Rensselaer Polytechnic Institute 2008 — 2008
Continuing Ed, Business/ Finance
State University of New York Institute of Technology at Utica/Rome 2008 — 2008
Continuing Ed, Business
State University of New York College at Geneseo 1982 — 1986
BA, Psychology/Industrial Org
O'Donnell Luther Financial Services, LLC June 2012 - Present
Edward Jones July 2010 - June 2012
Homestead Funding Corp. January 2009 - July 2010
Provantage Funding November 2006 - December 2008
HomeFunding Finders, Inc May 1989 - November 2006
Skills
Fixed Annuities, Retirement Planning, Wealth Management, 401k Rollovers, Financial Planners, Securities, Investments, Residential Mortgages, Mutual Funds, Financial Advisory, Strategic Financial...
Education
Rensselaer Polytechnic Institute 2008 — 2008
Continuing Ed, Business/ Finance
State University of New York Institute of Technology at Utica/Rome 2008 — 2008
Continuing Ed, Business
State University of New York College at Geneseo 1982 — 1986
BA, Psychology/Industrial Org
Jim Pedersen Jim Pedersen's Edward Jones Experience September 2010 - June 2011
Job Looking for work as RN or Medical Device Rep
Industry Medical Devices
Experience
Little Sisters of the Poor July 2012 - Present
Edward Jones September 2010 - June 2011
Biosense Webster 2006 - February 2010
Colorado Heart Institute 2002 - 2006
Marked Men for Christ Ministries 2003 - 2004
Rose Medical Center 1998 - 2002
Medical City Dallas Hospital 1981 - 1998
Skills
Clinical, Cardiac, Cath Lab, Hospitals, Healthcare, Cardiology, Customer Relations, Microsoft Office, Medical Devices, Diagnostics, Cardiac..., Pacemakers, Hardware Diagnostics, Team Building, Electrophysiology, Customer Service, Training, Clinical Research, Operating Room, Cardiac Rhythm..., Defibrillator, Patient Safety, Nursing, Clinical Support, Interventional..., ACLS, Critical Care, ICU, BLS, EKG, Capital Equipment, Surgery, Vascular
Education
Red Rocks Community College 2011 — 2011
RN Refresher Course
Wagner College 1974 — 1978
BSN, Nursing
Little Sisters of the Poor July 2012 - Present
Edward Jones September 2010 - June 2011
Biosense Webster 2006 - February 2010
Colorado Heart Institute 2002 - 2006
Marked Men for Christ Ministries 2003 - 2004
Rose Medical Center 1998 - 2002
Medical City Dallas Hospital 1981 - 1998
Skills
Clinical, Cardiac, Cath Lab, Hospitals, Healthcare, Cardiology, Customer Relations, Microsoft Office, Medical Devices, Diagnostics, Cardiac..., Pacemakers, Hardware Diagnostics, Team Building, Electrophysiology, Customer Service, Training, Clinical Research, Operating Room, Cardiac Rhythm..., Defibrillator, Patient Safety, Nursing, Clinical Support, Interventional..., ACLS, Critical Care, ICU, BLS, EKG, Capital Equipment, Surgery, Vascular
Education
Red Rocks Community College 2011 — 2011
RN Refresher Course
Wagner College 1974 — 1978
BSN, Nursing
Jeff McKanna's Edward Jones Experience December 2002 - March 2009
Job Business Owner & Investor
Industry Real Estate
Experience
Shady Lawn Farms, Inc. November 2009 - Present
HP Enterprise Services September 2012 - September 2013
Fidelity Investments August 2010 - October 2011
Huntington Investment Company April 2009 - November 2009
Edward Jones December 2002 - March 2009
McBee Grain & Trucking, Inc. May 1987 - December 2002
Shady Lawn Farms, Inc. June 1980 - December 2002
Riley Creek Mercantile, LLC March 1999 - June 2002
Skills
Investments, Financial Analysis, Business Development, Roth IRA, Risk Management, Small Business, Business Strategy, Marketing, Team Building, Public Speaking, Real Estate, Finance, Wealth Management, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Portfolio Management, Banking, Business Planning, Financial Planning
Education
Purdue University 1983 — 1985
B.S., Agricultural Economics
Columbus Grove High School 1977 — 1980
Shady Lawn Farms, Inc. November 2009 - Present
HP Enterprise Services September 2012 - September 2013
Fidelity Investments August 2010 - October 2011
Huntington Investment Company April 2009 - November 2009
Edward Jones December 2002 - March 2009
McBee Grain & Trucking, Inc. May 1987 - December 2002
Shady Lawn Farms, Inc. June 1980 - December 2002
Riley Creek Mercantile, LLC March 1999 - June 2002
Skills
Investments, Financial Analysis, Business Development, Roth IRA, Risk Management, Small Business, Business Strategy, Marketing, Team Building, Public Speaking, Real Estate, Finance, Wealth Management, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Portfolio Management, Banking, Business Planning, Financial Planning
Education
Purdue University 1983 — 1985
B.S., Agricultural Economics
Columbus Grove High School 1977 — 1980
Austin Coffel's Edward Jones Experience May 2012 - August 2013
Job Client Services Associate at 1st Source Bank
Industry Financial Services
Experience
1st Source Bank June 2014 - Present
Edward Jones May 2012 - August 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Time Management, Organization, Appointment Scheduling, Microsoft Office, Cpr Certified, Finance, Entrepreneurship, Cold Calling, Mail Sorting, Stock Trading, OLS
Education
Purdue University 2010 — 2014
1st Source Bank June 2014 - Present
Edward Jones May 2012 - August 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Time Management, Organization, Appointment Scheduling, Microsoft Office, Cpr Certified, Finance, Entrepreneurship, Cold Calling, Mail Sorting, Stock Trading, OLS
Education
Purdue University 2010 — 2014
Chip Brinkman Chip Brinkman's Edward Jones Experience March 2009 - April 2011
Job Originator (Midwest Region) / Underwriter
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo June 2012 - March 2013
Wells Fargo Advisors September 2011 - June 2012
Edward Jones March 2009 - April 2011
Skills
Loan Origination, Portfolio Management, Credit Analysis, Microsoft Excel, CMBS, Financial Analysis, Investments, Wealth Management, Risk Management, Commercial Real Estate..., Mortgage Underwriting, Structured Products
Education
Wake Forest University 2004 — 2008
Bachelor of Science (BS), Business
Queens University of Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo June 2012 - March 2013
Wells Fargo Advisors September 2011 - June 2012
Edward Jones March 2009 - April 2011
Skills
Loan Origination, Portfolio Management, Credit Analysis, Microsoft Excel, CMBS, Financial Analysis, Investments, Wealth Management, Risk Management, Commercial Real Estate..., Mortgage Underwriting, Structured Products
Education
Wake Forest University 2004 — 2008
Bachelor of Science (BS), Business
Queens University of Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance
Dennis Gross Dennis Gross's Edward Jones Experience August 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2001 - Present
Skills
401k Rollovers, Variable Annuities, Retirement Planning, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, 529 Plans, Stocks, Bonds, Fixed Annuities, CDS, Life Insurance, Portfolio and..., Estate Considerations
Education
Regis University 1970 — 1974
Bachelor of Liberal Arts, Spanish Language and Literature
Edward Jones August 2001 - Present
Skills
401k Rollovers, Variable Annuities, Retirement Planning, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, 529 Plans, Stocks, Bonds, Fixed Annuities, CDS, Life Insurance, Portfolio and..., Estate Considerations
Education
Regis University 1970 — 1974
Bachelor of Liberal Arts, Spanish Language and Literature
Warren Coulson Warren Coulson's Edward Jones Experience April 2010 - August 2013
Job Senior Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Edward Jones April 2010 - August 2013
Coulson Publications, Inc. 1992 - April 2010
Education
Quincy University
B.S., Business Administration
Fidelity Investments August 2013 - Present
Edward Jones April 2010 - August 2013
Coulson Publications, Inc. 1992 - April 2010
Education
Quincy University
B.S., Business Administration
Doug Kartsen, CFA Doug Kartsen, CFA's Edward Jones Experience 2006 - 2010
Job Financial Planner at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners November 2010 - Present
Edward Jones 2006 - 2010
Sovereign Bank 2004 - 2006
HSBC Equator 1995 - 2004
Skills
Strategic Financial..., Investments, Wealth Management, Portfolio Management, Public Speaking, Valuation, Retirement, Wealth, Risk Management
Education
Rensselaer Polytechnic Institute
MBA and MS, Management and Finance
University of New Hampshire
BS, Mechanical Engineering
Northstar Wealth Partners November 2010 - Present
Edward Jones 2006 - 2010
Sovereign Bank 2004 - 2006
HSBC Equator 1995 - 2004
Skills
Strategic Financial..., Investments, Wealth Management, Portfolio Management, Public Speaking, Valuation, Retirement, Wealth, Risk Management
Education
Rensselaer Polytechnic Institute
MBA and MS, Management and Finance
University of New Hampshire
BS, Mechanical Engineering
Cecily Simmons, ChFC, CLU, LTCP's Edward Jones Experience 2006 - 2007
Job Senior Agency Field Specialist at State Farm
Industry Financial Services
Experience
State Farm Insurance October 2009 - Present
State Farm Insurance March 2008 - October 2009
State Farm Insurance June 2007 - March 2008
Edward Jones 2006 - 2007
Skills
Business Planning, Estate Planning, Health Insurance, Life Insurance, Retirement, Management Consulting, Insurance, Property & Casualty..., Underwriting, Long-term Care, Retirement Planning, Term Life Insurance, Whole Life, Mutual Funds, Disability Insurance, Fixed Annuities, Strategic Financial..., Small Business, Universal Life, Commercial Insurance, Umbrella Insurance, Homeowners, Renters, Financial Services, Casualty, Long Term Care Insurance
Education
Radford University - College of Business and Economics 2004 — 2006
MBA, Business Administration
Radford University - College of Business and Economics 1999 — 2004
Bachelors of Business Administration, Management
State Farm Insurance October 2009 - Present
State Farm Insurance March 2008 - October 2009
State Farm Insurance June 2007 - March 2008
Edward Jones 2006 - 2007
Skills
Business Planning, Estate Planning, Health Insurance, Life Insurance, Retirement, Management Consulting, Insurance, Property & Casualty..., Underwriting, Long-term Care, Retirement Planning, Term Life Insurance, Whole Life, Mutual Funds, Disability Insurance, Fixed Annuities, Strategic Financial..., Small Business, Universal Life, Commercial Insurance, Umbrella Insurance, Homeowners, Renters, Financial Services, Casualty, Long Term Care Insurance
Education
Radford University - College of Business and Economics 2004 — 2006
MBA, Business Administration
Radford University - College of Business and Economics 1999 — 2004
Bachelors of Business Administration, Management
Brett Abernathy Brett Abernathy's Edward Jones Experience January 2012 - Present
Job Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Edward Jones October 2008 - January 2012
Curian Clearing August 2007 - October 2008
Curian Clearing September 2004 - August 2007
Jackson National Life December 2000 - September 2004
Skills
Series 7, Series 66, Series 24, Mutual Funds, Financial Services, Management, Investments, Securities, Risk Management, Accounting, Series 63, Cash Management, Financial Analysis
Education
Regis University 2003 — 2005
MBA, Accounting & Finance
University of Illinois at Urbana-Champaign 1997 — 2000
MS, Ag. Economics
University of Illinois at Urbana-Champaign 1990 — 1995
BS, Agronomy
Edward Jones January 2012 - Present
Edward Jones October 2008 - January 2012
Curian Clearing August 2007 - October 2008
Curian Clearing September 2004 - August 2007
Jackson National Life December 2000 - September 2004
Skills
Series 7, Series 66, Series 24, Mutual Funds, Financial Services, Management, Investments, Securities, Risk Management, Accounting, Series 63, Cash Management, Financial Analysis
Education
Regis University 2003 — 2005
MBA, Accounting & Finance
University of Illinois at Urbana-Champaign 1997 — 2000
MS, Ag. Economics
University of Illinois at Urbana-Champaign 1990 — 1995
BS, Agronomy
Becky Maurer's Edward Jones Experience 2007 - 2010
Job Personal Assistant at MetLife
Industry Financial Services
Experience
MetLife July 2012 - Present
MetLife Financial Group of the South June 2011 - July 2012
Synergy 360 LLC 2010 - June 2011
Edward Jones 2007 - 2010
Skills
Strategic Planning, Leadership, Public Speaking
Education
Purdue University - Krannert School of Management
M.B.A., Business and Finance
MetLife July 2012 - Present
MetLife Financial Group of the South June 2011 - July 2012
Synergy 360 LLC 2010 - June 2011
Edward Jones 2007 - 2010
Skills
Strategic Planning, Leadership, Public Speaking
Education
Purdue University - Krannert School of Management
M.B.A., Business and Finance
Jon Waits's Edward Jones Experience 2001 - 2004
Job Financial Services Officer at Farm Credit MidAmerica
Industry Financial Services
Experience
Farm Credit Services of Mid-America March 2012 - Present
Beck's Hybrids 2005 - Present
MainSource Bank February 2009 - March 2012
MainSource Bank May 2006 - February 2009
Edward Jones 2001 - 2004
Wells Fargo 2000 - 2002
John Deere 1999 - 2000
Skills
New Business Development, Customer Relations, Business Planning, Banking, Product Management, Finance, Credit, Financial Services, Financial Analysis, Account Management, Portfolio Management, Loans, Commercial Banking, Cash Management, Employee Training, Product Design, Product Development, Product Marketing, Agriculture, Agricultural Machinery, Agribusiness, Relationship Management, Loan Origination, Lines Of Credit, Treasury Management, Farms, Sales, Team Leadership, Customer Service, Business Development, Training, Marketing Strategy, Strategic Planning, Process Improvement, Team Building, Contract Negotiation, Sales Management, Negotiation, Market Research, Coaching, Sales Operations, CRM, Risk Management, Small Business, Strategy
Education
Purdue University 1995 — 1999
Bachelor of Science, Agriculture
Rushville Consolidated High School 1991 — 1995
Farm Credit Services of Mid-America March 2012 - Present
Beck's Hybrids 2005 - Present
MainSource Bank February 2009 - March 2012
MainSource Bank May 2006 - February 2009
Edward Jones 2001 - 2004
Wells Fargo 2000 - 2002
John Deere 1999 - 2000
Skills
New Business Development, Customer Relations, Business Planning, Banking, Product Management, Finance, Credit, Financial Services, Financial Analysis, Account Management, Portfolio Management, Loans, Commercial Banking, Cash Management, Employee Training, Product Design, Product Development, Product Marketing, Agriculture, Agricultural Machinery, Agribusiness, Relationship Management, Loan Origination, Lines Of Credit, Treasury Management, Farms, Sales, Team Leadership, Customer Service, Business Development, Training, Marketing Strategy, Strategic Planning, Process Improvement, Team Building, Contract Negotiation, Sales Management, Negotiation, Market Research, Coaching, Sales Operations, CRM, Risk Management, Small Business, Strategy
Education
Purdue University 1995 — 1999
Bachelor of Science, Agriculture
Rushville Consolidated High School 1991 — 1995
Mary DeBaets, CFP® Mary DeBaets, CFP®'s Edward Jones Experience 2000 - 2007
Job Owner, Evergreen Wealth Managment, LLC
Industry Financial Services
Experience
Evergreen Wealth Management, LLC May 2007 - Present
Edward Jones 2000 - 2007
Evergreen Area Chamber of Commerce 2002 - 2006
Coors Brewing Company 1989 - 2000
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds, Estate Planning, Wealth Management, Fixed Annuities, Insurance, IRAs, 401k, Life Insurance, Leadership, Securities, Marketing Strategy, Investment Advisory..., Financial Services, Budgets, Long-term Care, Marketing, Small Business, Finance, New Business Development, Financial Analysis, Marketing Communications, Wealth, Valuation, Long Term Care Insurance, Alternative Investments
Education
Lakewood High School, Lakewood Colorado 1972 — 1975
Regis University
Bachelor's degree, Business
Evergreen Wealth Management, LLC May 2007 - Present
Edward Jones 2000 - 2007
Evergreen Area Chamber of Commerce 2002 - 2006
Coors Brewing Company 1989 - 2000
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds, Estate Planning, Wealth Management, Fixed Annuities, Insurance, IRAs, 401k, Life Insurance, Leadership, Securities, Marketing Strategy, Investment Advisory..., Financial Services, Budgets, Long-term Care, Marketing, Small Business, Finance, New Business Development, Financial Analysis, Marketing Communications, Wealth, Valuation, Long Term Care Insurance, Alternative Investments
Education
Lakewood High School, Lakewood Colorado 1972 — 1975
Regis University
Bachelor's degree, Business
Bojan Rajkovic, AAMS®'s Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones (Se Habla Español/Pričam SrpskoHrvatski!)
Industry Investment Management
Experience
Edward Jones June 2009 - Present
Citizens Financial Bank June 2007 - June 2009
Primerica February 2005 - May 2006
Spectrum Health Clinic January 2000 - January 2001
Skills
Trilingual, 401k Rollovers, Risk Management, College Savings Plans, Business Retirement..., IRAs, Wealth Preservation..., Tax Free Income, Life Insurance, Long Term Care Insurance, Estate Planning, Multilingual, Portfolio Management, Insurance, Banking, Fixed Annuities, Investments, Financial Advisory, Pensions, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Small Business, Sales, Financial Planning
Education
College of Financial Planning 2013 — 2013
AAMS, Accredited Asset Management Specialist
Purdue University
Accounting, Accounting
Edward Jones June 2009 - Present
Citizens Financial Bank June 2007 - June 2009
Primerica February 2005 - May 2006
Spectrum Health Clinic January 2000 - January 2001
Skills
Trilingual, 401k Rollovers, Risk Management, College Savings Plans, Business Retirement..., IRAs, Wealth Preservation..., Tax Free Income, Life Insurance, Long Term Care Insurance, Estate Planning, Multilingual, Portfolio Management, Insurance, Banking, Fixed Annuities, Investments, Financial Advisory, Pensions, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Small Business, Sales, Financial Planning
Education
College of Financial Planning 2013 — 2013
AAMS, Accredited Asset Management Specialist
Purdue University
Accounting, Accounting
Michael Abbood, AAMS Michael Abbood, AAMS's Edward Jones Experience September 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Retirement, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1985 — 1990
Master of Business Administration, Finance/Small Business
Providence College 1981 — 1985
Bachelor of Science, Finance
Edward Jones September 2007 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Retirement, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1985 — 1990
Master of Business Administration, Finance/Small Business
Providence College 1981 — 1985
Bachelor of Science, Finance
Tom Geist's Edward Jones Experience July 2015 - Present
Job Employed at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Evoqua Water Technologies LLC January 2013 - March 2015
Siemens Water Technologies September 2010 - January 2013
Lennox International July 2008 - September 2010
BorgWarner Automotive June 2003 - July 2008
Borg Warner Automotive March 2002 - June 2003
Honeywell September 1994 - March 2002
Honeywell January 1990 - September 1994
Skills
Supply Management, Supply Chain Management, Supply Chain, Strategic Sourcing, Supplier Development, Purchasing, Cross-functional Team..., Manufacturing, Kaizen, Automotive, Product Development, Root Cause Analysis, Lean Manufacturing, 5S, Value Stream Mapping, Supplier Evaluation, Procurement, SAP, Global Sourcing, MRP, Negotiation, Supplier Negotiation, ERP, Supplier Quality, Continuous Improvement, Six Sigma, Materials Management
Education
Purdue University 1985 — 1989
B.S. in Supervision
Edward Jones July 2015 - Present
Evoqua Water Technologies LLC January 2013 - March 2015
Siemens Water Technologies September 2010 - January 2013
Lennox International July 2008 - September 2010
BorgWarner Automotive June 2003 - July 2008
Borg Warner Automotive March 2002 - June 2003
Honeywell September 1994 - March 2002
Honeywell January 1990 - September 1994
Skills
Supply Management, Supply Chain Management, Supply Chain, Strategic Sourcing, Supplier Development, Purchasing, Cross-functional Team..., Manufacturing, Kaizen, Automotive, Product Development, Root Cause Analysis, Lean Manufacturing, 5S, Value Stream Mapping, Supplier Evaluation, Procurement, SAP, Global Sourcing, MRP, Negotiation, Supplier Negotiation, ERP, Supplier Quality, Continuous Improvement, Six Sigma, Materials Management
Education
Purdue University 1985 — 1989
B.S. in Supervision
Benjamin Laker's Edward Jones Experience July 2007 - October 2008
Job Sr. Financial Analyst at Franciscan St. Francis Health
Industry Financial Services
Experience
Franciscan St. Francis Health December 2013 - Present
Franciscan St. Francis Health December 2011 - December 2013
Chase Investment Services Corp. November 2008 - January 2012
Edward Jones July 2007 - October 2008
Paul Kite Company September 2006 - June 2007
LM Henderson & Company October 2003 - September 2006
Galyans Sport and Outdoor 2001 - 2003
Galyans Sport and Outdoor 2001 - 2003
Skills
Non-profits, Financial Accounting, Strategic Planning, Budgets, Sales Management, PowerPoint, General Ledger, Accounting, Financial Analysis, Tax Preparation, Financial Reporting, Auditing, Finance, Strategic Financial..., Management, Process Improvement, Investments, Leadership, Microsoft Excel, Team Building, Healthcare
Education
Purdue University 1997 — 2001
Bachelors, Accounting
Roncalli High School
Franciscan St. Francis Health December 2013 - Present
Franciscan St. Francis Health December 2011 - December 2013
Chase Investment Services Corp. November 2008 - January 2012
Edward Jones July 2007 - October 2008
Paul Kite Company September 2006 - June 2007
LM Henderson & Company October 2003 - September 2006
Galyans Sport and Outdoor 2001 - 2003
Galyans Sport and Outdoor 2001 - 2003
Skills
Non-profits, Financial Accounting, Strategic Planning, Budgets, Sales Management, PowerPoint, General Ledger, Accounting, Financial Analysis, Tax Preparation, Financial Reporting, Auditing, Finance, Strategic Financial..., Management, Process Improvement, Investments, Leadership, Microsoft Excel, Team Building, Healthcare
Education
Purdue University 1997 — 2001
Bachelors, Accounting
Roncalli High School
George Lucas George Lucas's Edward Jones Experience 1992 - 1995
Job Partner at 366 Processing International
Industry Automotive
Experience
366 International September 2015 - Present
Clear Choice Investment Group September 2008 - Present
Rebuilders Automotive Supply June 2010 - September 2015
The Lacerta Group 2007 - 2010
Max-Pax, Inc. 1995 - 2007
Edward Jones 1992 - 1995
US Army 1988 - 1992
Skills
Sales Management, Product Development, Manufacturing, Team Building, Process Improvement, Automotive, Operations Management, Process Engineering, Continuous Improvement, Purchasing, Sales, Cross-functional Team..., Lean Manufacturing, Leadership, Business Planning, Strategic Planning, Management, Vehicles, Six Sigma, Automotive Aftermarket, Inventory Management, New Business Development, Negotiation, Automobile, Budgets, Supply Chain Management, Competitive Analysis, Pricing, Parts, Inventory Control, Kaizen, Customer Satisfaction, Forecasting, Sales Operations, Profit, Customer Retention, P&L Management, Training, Logistics, Sales Process, Business Strategy, Packaging
Education
Providence College 1984 — 1988
BA, Mathematics/ Computer Science
Bishop Hendricken 1980 — 1984
366 International September 2015 - Present
Clear Choice Investment Group September 2008 - Present
Rebuilders Automotive Supply June 2010 - September 2015
The Lacerta Group 2007 - 2010
Max-Pax, Inc. 1995 - 2007
Edward Jones 1992 - 1995
US Army 1988 - 1992
Skills
Sales Management, Product Development, Manufacturing, Team Building, Process Improvement, Automotive, Operations Management, Process Engineering, Continuous Improvement, Purchasing, Sales, Cross-functional Team..., Lean Manufacturing, Leadership, Business Planning, Strategic Planning, Management, Vehicles, Six Sigma, Automotive Aftermarket, Inventory Management, New Business Development, Negotiation, Automobile, Budgets, Supply Chain Management, Competitive Analysis, Pricing, Parts, Inventory Control, Kaizen, Customer Satisfaction, Forecasting, Sales Operations, Profit, Customer Retention, P&L Management, Training, Logistics, Sales Process, Business Strategy, Packaging
Education
Providence College 1984 — 1988
BA, Mathematics/ Computer Science
Bishop Hendricken 1980 — 1984
Evan Pancis's Edward Jones Experience June 2009 - August 2009
Job Buyer at Formosa Plastics
Industry Plastics
Experience
Formosa Plastics March 2014 - Present
Pancis Gems Inc January 2012 - December 2013
New York Life Insurance Company October 2011 - April 2012
Edward Jones June 2009 - August 2009
Skills
Strategic Financial..., Financial Analysis, Small Business, Series 7, Sales, Wealth Management, Microsoft Excel, 401k, Entrepreneurship, Finance, •Portfolio Theory,..., Retirement Planning, Investments, Strategic Planning, Business Planning
Education
Purdue University 2006 — 2011
B.S., Financial Planning
parsippany hills
parsippany hills
Formosa Plastics March 2014 - Present
Pancis Gems Inc January 2012 - December 2013
New York Life Insurance Company October 2011 - April 2012
Edward Jones June 2009 - August 2009
Skills
Strategic Financial..., Financial Analysis, Small Business, Series 7, Sales, Wealth Management, Microsoft Excel, 401k, Entrepreneurship, Finance, •Portfolio Theory,..., Retirement Planning, Investments, Strategic Planning, Business Planning
Education
Purdue University 2006 — 2011
B.S., Financial Planning
parsippany hills
parsippany hills
Baron Piccard Murdock's Edward Jones Experience 1995 - 1997
Job Managing Partner GreenBox Ventures LLC
Industry Venture Capital & Private Equity
Experience
Greenbox Ventures LLC. February 2010 - Present
Walmart April 2011 - December 2013
Piccard Capital Management December 2005 - June 2007
Citi Group May 1997 - March 2003
Merrill Lynch January 1999 - May 2001
Athletes Against Drugs 1995 - 2001
Edward Jones 1995 - 1997
Skills
Management, SaaS, Cloud Computing, Investments, Sales, Public Speaking, Finance, Creative Direction, Entrepreneurship, Time Management, Start-ups, Mobile Applications, Strategy, Mergers & Acquisitions, Strategic Partnerships
Education
Purdue University 1987 — 1993
BS, Financial Counsel and Plan
Greenbox Ventures LLC. February 2010 - Present
Walmart April 2011 - December 2013
Piccard Capital Management December 2005 - June 2007
Citi Group May 1997 - March 2003
Merrill Lynch January 1999 - May 2001
Athletes Against Drugs 1995 - 2001
Edward Jones 1995 - 1997
Skills
Management, SaaS, Cloud Computing, Investments, Sales, Public Speaking, Finance, Creative Direction, Entrepreneurship, Time Management, Start-ups, Mobile Applications, Strategy, Mergers & Acquisitions, Strategic Partnerships
Education
Purdue University 1987 — 1993
BS, Financial Counsel and Plan
Gannon Irons Gannon Irons's Edward Jones Experience April 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2006 - Present
Roadway Express October 2002 - April 2006
Verizon Wireless January 2002 - October 2002
Education
Radford University - College of Business and Economics 1989 — 1993
Bachelor’s Degree, Finance and Economics
Radford University
Finance, Finance and Financial Management Services
Edward Jones April 2006 - Present
Roadway Express October 2002 - April 2006
Verizon Wireless January 2002 - October 2002
Education
Radford University - College of Business and Economics 1989 — 1993
Bachelor’s Degree, Finance and Economics
Radford University
Finance, Finance and Financial Management Services
Josh Deaver Josh Deaver's Edward Jones Experience August 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Skills
Retirement Planning, Financial Analysis, Estate Planning, Life Insurance, Long-term Care, 401k Rollovers, IRAs, Securities, Mutual Funds, Stocks, Bonds, Annuities
Education
Radford University 2002 — 2006
Bachelor’s Degree, Business Management
Radford University
Edward Jones August 2011 - Present
Skills
Retirement Planning, Financial Analysis, Estate Planning, Life Insurance, Long-term Care, 401k Rollovers, IRAs, Securities, Mutual Funds, Stocks, Bonds, Annuities
Education
Radford University 2002 — 2006
Bachelor’s Degree, Business Management
Radford University
Bill Florin, CPRW CEIP Bill Florin, CPRW CEIP's Edward Jones Experience 2005 - 2006
Job Pro Résumé Writer, Coach & Trainer
Industry Writing and Editing
Experience
Resu-mazing Services Company 2009 - Present
Learning Dynamics December 2013 - Present
Learning Dynamics March 2013 - December 2013
Kohl's Department Stores 2010 - May 2012
Target 2007 - 2010
Edward Jones 2005 - 2006
Best Buy 2002 - 2006
CompUSA / Telvista 1996 - 2002
RadioShack 1987 - 1996
Skills
Training, Leadership, Recruiting, Coaching, Resume Writing, Interviews, Management, Customer Service, Public Speaking, Human Resources, Social Media, Entrepreneurship, Time Management, Marketing, Performance Management, Public Relations, Sales, Internal Communications, Leadership Development, Writing, Staff Development, Personal Branding, Call Centers, Business Communications, Editing, Business Writing, Career Development, Facebook, Copywriting, Organizational..., Presentations, Blogging, Communication
Education
Regent University 2013 — 2015
Master of Arts (M.A.), Organizational Leadership, 3.88 GPA (18 credit hours through December 2014)
University of Phoenix 1999 — 2003
BS, Business Management, Graduated with Honors (3.90+ GPA)
University of Pittsburgh
Economics
Resu-mazing Services Company 2009 - Present
Learning Dynamics December 2013 - Present
Learning Dynamics March 2013 - December 2013
Kohl's Department Stores 2010 - May 2012
Target 2007 - 2010
Edward Jones 2005 - 2006
Best Buy 2002 - 2006
CompUSA / Telvista 1996 - 2002
RadioShack 1987 - 1996
Skills
Training, Leadership, Recruiting, Coaching, Resume Writing, Interviews, Management, Customer Service, Public Speaking, Human Resources, Social Media, Entrepreneurship, Time Management, Marketing, Performance Management, Public Relations, Sales, Internal Communications, Leadership Development, Writing, Staff Development, Personal Branding, Call Centers, Business Communications, Editing, Business Writing, Career Development, Facebook, Copywriting, Organizational..., Presentations, Blogging, Communication
Education
Regent University 2013 — 2015
Master of Arts (M.A.), Organizational Leadership, 3.88 GPA (18 credit hours through December 2014)
University of Phoenix 1999 — 2003
BS, Business Management, Graduated with Honors (3.90+ GPA)
University of Pittsburgh
Economics
Kristin Bendfeldt Kristin Bendfeldt's Edward Jones Experience January 2013 - Present
Job
Industry
Experience
Edward Jones January 2013 - Present
Education
Rhode Island College
Bachelor's degree, Elementary Education and Teaching and Psychology
Edward Jones January 2013 - Present
Education
Rhode Island College
Bachelor's degree, Elementary Education and Teaching and Psychology
Rob Cipriano's Edward Jones Experience October 2012 - November 2013
Job Private Client Banker at JP Morgan Chase N.A.
Industry Banking
Experience
JP Morgan Chase N.A. January 2014 - August 2015
Edward Jones October 2012 - November 2013
Dig Inn Seasonal Market December 2010 - May 2012
Skills
Microsoft Office, Finance, Customer Service, Sales, Securities, Financial Analysis, Series 7, Equities, Financial Modeling, Risk Management, Wealth Management, Financial Services, Series 66, Private Banking, Private Client Banking
Education
Quinnipiac University 2005 — 2009
Bachelor of Arts, History
Croton Harmon Senior High School 2000 — 2004
Regents Diploma, Honors/Regents High School
JP Morgan Chase N.A. January 2014 - August 2015
Edward Jones October 2012 - November 2013
Dig Inn Seasonal Market December 2010 - May 2012
Skills
Microsoft Office, Finance, Customer Service, Sales, Securities, Financial Analysis, Series 7, Equities, Financial Modeling, Risk Management, Wealth Management, Financial Services, Series 66, Private Banking, Private Client Banking
Education
Quinnipiac University 2005 — 2009
Bachelor of Arts, History
Croton Harmon Senior High School 2000 — 2004
Regents Diploma, Honors/Regents High School
Ronald Kucharski's Edward Jones Experience October 2009 - September 2012
Job Process Improvement Analyst at RBC Investor & Treasury Services
Industry Financial Services
Experience
RBC Investor & Treasury Services June 2015 - Present
RBC Investor & Treasury Services July 2013 - June 2015
Edward Jones October 2009 - September 2012
Computershare Investor Services July 2006 - July 2009
Skills
Mutual Funds, Portfolio Management, Disability Insurance, Retirement Planning, Wealth Management, Financial Planners, Critical Illness, Estate Planning, Stocks, Finance, Retirement, Investment Strategies, Wealth, Securities, Fixed Annuities, Investment Advisory, Financial Advisory
Education
Canadian Securities Institute 2008 — 2011
WME, CSC, CPH, LLQP
Queen's University 2002 — 2006
Bachelor of Arts Honours, Economics
RBC Investor & Treasury Services June 2015 - Present
RBC Investor & Treasury Services July 2013 - June 2015
Edward Jones October 2009 - September 2012
Computershare Investor Services July 2006 - July 2009
Skills
Mutual Funds, Portfolio Management, Disability Insurance, Retirement Planning, Wealth Management, Financial Planners, Critical Illness, Estate Planning, Stocks, Finance, Retirement, Investment Strategies, Wealth, Securities, Fixed Annuities, Investment Advisory, Financial Advisory
Education
Canadian Securities Institute 2008 — 2011
WME, CSC, CPH, LLQP
Queen's University 2002 — 2006
Bachelor of Arts Honours, Economics
Corbin Knollman's Edward Jones Experience July 2015 - Present
Job Financial Advisor Career Development (FACD) at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Wildcat Creek Winery June 2014 - May 2015
Indiana House of Representatives January 2013 - May 2013
Lincoln Financial Group June 2012 - August 2012
US Congress September 2010 - May 2011
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor of Science (B.S.), Economics
Carroll High School 2007 — 2011
Edward Jones July 2015 - Present
Wildcat Creek Winery June 2014 - May 2015
Indiana House of Representatives January 2013 - May 2013
Lincoln Financial Group June 2012 - August 2012
US Congress September 2010 - May 2011
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor of Science (B.S.), Economics
Carroll High School 2007 — 2011
Marc LaCien's Edward Jones Experience October 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Hammond Academy of Science and Technology August 2013 - October 2014
Chicago Public Schools February 2013 - May 2013
Purdue University June 2012 - August 2012
Sbarro January 2005 - January 2011
Cook County Clerks Office January 2008 - January 2010
Education
Purdue University 2009 — 2013
Social Studies Education, Secondary Education and Teaching
Carl Sandburg High School 2005 — 2009
High School
Edward Jones October 2014 - Present
Hammond Academy of Science and Technology August 2013 - October 2014
Chicago Public Schools February 2013 - May 2013
Purdue University June 2012 - August 2012
Sbarro January 2005 - January 2011
Cook County Clerks Office January 2008 - January 2010
Education
Purdue University 2009 — 2013
Social Studies Education, Secondary Education and Teaching
Carl Sandburg High School 2005 — 2009
High School
Joan Simental Joan Simental's Edward Jones Experience
Job Executive Consultant, Unleashing Leaders Inc.
Industry Management Consulting
Experience
ASQ March 2014 - Present
Pivotal Change January 2010 - Present
Edward Jones
Simental Ventures, LLC April 2002 - July 2008
Motorola Semiconductor (Freescale) April 1984 - December 2004
Skills
Manufacturing..., Materials and Resource..., Sales Prospecting and..., Sales and Operational..., Customer Relationship..., Supplier Partnering, Operational Excellence..., Quality Systems Review..., Process Mapping / Team..., SPC/Design of..., Program Portfolio..., New Product..., Technology Development, Operational Budgeting..., Employee and..., Logistics and..., Distribution and..., Order Management and..., Contract Negotiation..., Corporate Financial..., Investments and..., Banking Principles,..., Materials, Control Theory, Vendors, Retirement, Manufacturing, Six Sigma, Product Development, Leadership, Lean Manufacturing, Project Planning, CRM, Program Management, Strategy, Process Improvement, MS Project, Analysis, Business Planning, Organizational..., Strategic Planning, Supply Chain, Cross-functional Team..., Semiconductors, Engineering, Operational Excellence, Engineering Management
Education
Purdue University
BS, Mechanical Engineering
The University of Texas at Austin
MBA, Executive MBA
ASQ March 2014 - Present
Pivotal Change January 2010 - Present
Edward Jones
Simental Ventures, LLC April 2002 - July 2008
Motorola Semiconductor (Freescale) April 1984 - December 2004
Skills
Manufacturing..., Materials and Resource..., Sales Prospecting and..., Sales and Operational..., Customer Relationship..., Supplier Partnering, Operational Excellence..., Quality Systems Review..., Process Mapping / Team..., SPC/Design of..., Program Portfolio..., New Product..., Technology Development, Operational Budgeting..., Employee and..., Logistics and..., Distribution and..., Order Management and..., Contract Negotiation..., Corporate Financial..., Investments and..., Banking Principles,..., Materials, Control Theory, Vendors, Retirement, Manufacturing, Six Sigma, Product Development, Leadership, Lean Manufacturing, Project Planning, CRM, Program Management, Strategy, Process Improvement, MS Project, Analysis, Business Planning, Organizational..., Strategic Planning, Supply Chain, Cross-functional Team..., Semiconductors, Engineering, Operational Excellence, Engineering Management
Education
Purdue University
BS, Mechanical Engineering
The University of Texas at Austin
MBA, Executive MBA
Ronda Walsh Schwab's Edward Jones Experience October 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2001 - Present
MetLife March 1986 - October 2001
Education
Purdue University
Liberal Arts and Sciences, General Studies and Humanities
Edward Jones October 2001 - Present
MetLife March 1986 - October 2001
Education
Purdue University
Liberal Arts and Sciences, General Studies and Humanities
Alexander Carter's Edward Jones Experience September 2009 - January 2010
Job Strategic Account Executive, Lead Strategist at West Corporation
Industry Hospital & Health Care
Experience
West Corporation November 2013 - Present
Imalogix June 2013 - November 2013
West Corporation February 2010 - June 2013
Edward Jones September 2009 - January 2010
GE Healthcare January 2008 - September 2009
GE Healthcare January 2006 - December 2007
GE Healthcare May 2005 - December 2006
Molex March 2003 - May 2005
Molex January 2000 - March 2003
Skills
CRM software, Microsoft Office, Prospecting, Professional Selling..., Strategic Selling –..., Situational Sales..., Customer Focused..., Power Messaging –..., Training Consultants..., Strategic Selling, Miller Heiman, Situational Sales..., Qualifying Prospects, Strategic Planning, Sales, Management, CRM, B2B, Account Management, Business Development, Program Management, Sales Presentations, Innovation, Cross-functional Team..., Statistics, Customer Engagement, Sale Operational..., Cold Calling, Capital Equipment Sales, Sales Process, Healthcare Information..., Huthwaite SPIN Selling, Competitive Analysis, Enterprise Software, Customer Satisfaction, Marketing, Healthcare, Leadership, Sales Management, Product Launch, Solution Selling, Salesforce.com, Direct Sales, Selling
Education
Purdue University 1997 — 2000
BS, Industrial Distribution
West Corporation November 2013 - Present
Imalogix June 2013 - November 2013
West Corporation February 2010 - June 2013
Edward Jones September 2009 - January 2010
GE Healthcare January 2008 - September 2009
GE Healthcare January 2006 - December 2007
GE Healthcare May 2005 - December 2006
Molex March 2003 - May 2005
Molex January 2000 - March 2003
Skills
CRM software, Microsoft Office, Prospecting, Professional Selling..., Strategic Selling –..., Situational Sales..., Customer Focused..., Power Messaging –..., Training Consultants..., Strategic Selling, Miller Heiman, Situational Sales..., Qualifying Prospects, Strategic Planning, Sales, Management, CRM, B2B, Account Management, Business Development, Program Management, Sales Presentations, Innovation, Cross-functional Team..., Statistics, Customer Engagement, Sale Operational..., Cold Calling, Capital Equipment Sales, Sales Process, Healthcare Information..., Huthwaite SPIN Selling, Competitive Analysis, Enterprise Software, Customer Satisfaction, Marketing, Healthcare, Leadership, Sales Management, Product Launch, Solution Selling, Salesforce.com, Direct Sales, Selling
Education
Purdue University 1997 — 2000
BS, Industrial Distribution
Darla Girone Darla Girone's Edward Jones Experience February 2014 - Present
Job On Call BOA at Edward Jones
Industry Photography
Julia Sandborn Julia Sandborn's Edward Jones Experience August 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Punahou School January 2008 - Present
Off-Menu Catering Services May 2012 - June 2013
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Management, Strategic Planning, Marketing, Event Planning, Food, Inventory Management, Purchasing, Photoshop, Retail, Catering, Public Relations, Event Management, Social Networking, Facebook, Social Media Marketing, Sales, Leadership, Research, Time Management
Education
University of Hawaii at Manoa 2004 — 2008
BA, Communicology and English
Punahou School 1991 — 2004
Edward Jones August 2013 - Present
Punahou School January 2008 - Present
Off-Menu Catering Services May 2012 - June 2013
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Management, Strategic Planning, Marketing, Event Planning, Food, Inventory Management, Purchasing, Photoshop, Retail, Catering, Public Relations, Event Management, Social Networking, Facebook, Social Media Marketing, Sales, Leadership, Research, Time Management
Education
University of Hawaii at Manoa 2004 — 2008
BA, Communicology and English
Punahou School 1991 — 2004
Vickie Rice Vickie Rice's Edward Jones Experience April 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Target July 1989 - Present
Skills
Merchandising, Profit, Retail Sales, Recruiting, Training, Big Box, Driving Results, Inventory Control, Inventory Management, Loss Prevention, Performance Management, Retail, Store Management, Store Operations
Education
Rasmussen College-Minnesota 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Edward Jones April 2015 - Present
Target July 1989 - Present
Skills
Merchandising, Profit, Retail Sales, Recruiting, Training, Big Box, Driving Results, Inventory Control, Inventory Management, Loss Prevention, Performance Management, Retail, Store Management, Store Operations
Education
Rasmussen College-Minnesota 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Michelle Bashaw's Edward Jones Experience September 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
International Etching, Inc. February 1994 - June 2005
Chemart Company January 1990 - August 1993
Education
Rhode Island College 1987 — 1990
Graphic Design
CCRI 1985 — 1987
Associate of Fine Arts, Graphic Design
Edward Jones September 2010 - Present
International Etching, Inc. February 1994 - June 2005
Chemart Company January 1990 - August 1993
Education
Rhode Island College 1987 — 1990
Graphic Design
CCRI 1985 — 1987
Associate of Fine Arts, Graphic Design
Diane Wegener Diane Wegener's Edward Jones Experience April 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 1996 - Present
University of California Irvine Medical Center January 1990 - April 1996
Qwest Commnications January 1979 - January 1990
Skills
Retirement Planning, 401k Rollovers, Series 7, Retirement, Finance, Financial Advisory, 401k, Uniform Combined State..., Series 63, Mutual Funds, IRAs, Financial Planners, Fixed Annuities, Securities, Estate Planning, Life Insurance, Portfolio Management, Roth IRA, Wealth Preservation..., Wealth Management, Asset Allocation, Investments, Financial Services, Wealth, Strategic Financial..., Financial Analysis, Small Business, Disability Insurance, Mortgage Lending, Term Life Insurance, Investment Advisory, College Savings Plans, Series 65, Health Insurance, Series 6, Insurance, Alternative Investments, 529 Plans, Loans, Wealth Accumulation, Long Term Care Insurance, Variable Annuities, Long-term Care, Wealth Management..., Personal Financial..., 16 1/2 years experience..., Series 7 Registered..., Series 66 Registered..., Asset Management, Employee Benefits
Education
University of Denver 1987 — 1989
Masters, Business Communications
Regis University 1985 — 1987
Bachlors, Double Degree in Counseling & Religious Studies
Edward Jones April 1996 - Present
University of California Irvine Medical Center January 1990 - April 1996
Qwest Commnications January 1979 - January 1990
Skills
Retirement Planning, 401k Rollovers, Series 7, Retirement, Finance, Financial Advisory, 401k, Uniform Combined State..., Series 63, Mutual Funds, IRAs, Financial Planners, Fixed Annuities, Securities, Estate Planning, Life Insurance, Portfolio Management, Roth IRA, Wealth Preservation..., Wealth Management, Asset Allocation, Investments, Financial Services, Wealth, Strategic Financial..., Financial Analysis, Small Business, Disability Insurance, Mortgage Lending, Term Life Insurance, Investment Advisory, College Savings Plans, Series 65, Health Insurance, Series 6, Insurance, Alternative Investments, 529 Plans, Loans, Wealth Accumulation, Long Term Care Insurance, Variable Annuities, Long-term Care, Wealth Management..., Personal Financial..., 16 1/2 years experience..., Series 7 Registered..., Series 66 Registered..., Asset Management, Employee Benefits
Education
University of Denver 1987 — 1989
Masters, Business Communications
Regis University 1985 — 1987
Bachlors, Double Degree in Counseling & Religious Studies
Bob C. - MSCIT Bob C. - MSCIT's Edward Jones Experience 2014 - Present
Job Leader in HCM Systems Technology
Industry Human Resources
Experience
Edward Jones 2014 - Present
Independent Contractor September 2012 - Present
RGA - Reinsurance Group of America 2010 - October 2012
Ascension Health 2010 - 2010
CH2M HILL February 2005 - 2009
Sykatt Solutions 2002 - 2005
Regis University 2000 - 2002
The EckAdams Company 1998 - 2000
The Pillsbury Company 1997 - 1998
Kraft FoodService 1995 - 1996
Skills
HRIS, PeopleSoft, Human Resources, Employee Relations, Benefits Administration, Personnel Management, Integration, Talent Acquisition, Workforce Planning, Training, Organizational..., Crystal Reports, Business Process, Applicant Tracking..., Recruiting, Employee Benefits, Data Analysis, Requirements Analysis, Process Improvement, Payroll, Oracle E-Business Suite..., PeopleSoft HCM, ADP Enterprise HRMS, Workday HCM, Discoverer Administrator, Discoverer Plus &..., PeopleSoft Query, Oracle SQL*Plus, Reportsmith, XML Publisher, Database Management, HR Master Data, Change Control, PeopleSoft Application..., Report Writer, System Integrations, System Management &..., HR Functionality, Workflow Analysis, Systems Development..., HR System Administrator
Education
Regis University
Master of Science, Information Systems (MSCIT) with additional graduate studies in Human Resources-Denver Colorado
University of Missouri-Saint Louis
Bachelor of Science, Administration of Justice (Law-Psychology)
Edward Jones 2014 - Present
Independent Contractor September 2012 - Present
RGA - Reinsurance Group of America 2010 - October 2012
Ascension Health 2010 - 2010
CH2M HILL February 2005 - 2009
Sykatt Solutions 2002 - 2005
Regis University 2000 - 2002
The EckAdams Company 1998 - 2000
The Pillsbury Company 1997 - 1998
Kraft FoodService 1995 - 1996
Skills
HRIS, PeopleSoft, Human Resources, Employee Relations, Benefits Administration, Personnel Management, Integration, Talent Acquisition, Workforce Planning, Training, Organizational..., Crystal Reports, Business Process, Applicant Tracking..., Recruiting, Employee Benefits, Data Analysis, Requirements Analysis, Process Improvement, Payroll, Oracle E-Business Suite..., PeopleSoft HCM, ADP Enterprise HRMS, Workday HCM, Discoverer Administrator, Discoverer Plus &..., PeopleSoft Query, Oracle SQL*Plus, Reportsmith, XML Publisher, Database Management, HR Master Data, Change Control, PeopleSoft Application..., Report Writer, System Integrations, System Management &..., HR Functionality, Workflow Analysis, Systems Development..., HR System Administrator
Education
Regis University
Master of Science, Information Systems (MSCIT) with additional graduate studies in Human Resources-Denver Colorado
University of Missouri-Saint Louis
Bachelor of Science, Administration of Justice (Law-Psychology)
Larry Pockras Larry Pockras's Edward Jones Experience March 2006 - August 2008
Job Structural Designer II at International Paper
Industry Sporting Goods
Experience
International Paper March 2013 - Present
True Patriot Firearms April 2010 - Present
Atos October 2012 - March 2013
Panasonic Arbitrator Support September 2010 - April 2011
Woodcraft September 2009 - January 2010
Financial Partners Group January 2009 - April 2009
LifeQuest Institute September 2008 - January 2009
Edward Jones March 2006 - August 2008
Dimensional Impressions November 1998 - February 2006
Design Sense 1995 - 1998
Skills
Training, Sales, Process Improvement, Budgets, Manufacturing, Troubleshooting, Account Management, Customer Service, Program Management, Time Management, Competitive Analysis, Marketing, Product Development, Retail, Finance, Leadership, Team Building, Management, Cross-functional Team...
Education
University of Cincinnati 1980 — 1985
BS, Industrial Design
Purdue University 1978 — 1979
Computer Science
Finneytown 1974 — 1978
International Paper March 2013 - Present
True Patriot Firearms April 2010 - Present
Atos October 2012 - March 2013
Panasonic Arbitrator Support September 2010 - April 2011
Woodcraft September 2009 - January 2010
Financial Partners Group January 2009 - April 2009
LifeQuest Institute September 2008 - January 2009
Edward Jones March 2006 - August 2008
Dimensional Impressions November 1998 - February 2006
Design Sense 1995 - 1998
Skills
Training, Sales, Process Improvement, Budgets, Manufacturing, Troubleshooting, Account Management, Customer Service, Program Management, Time Management, Competitive Analysis, Marketing, Product Development, Retail, Finance, Leadership, Team Building, Management, Cross-functional Team...
Education
University of Cincinnati 1980 — 1985
BS, Industrial Design
Purdue University 1978 — 1979
Computer Science
Finneytown 1974 — 1978
David Re David Re's Edward Jones Experience 2013 - 2014
Job Assistant Manager at Republic Finance
Industry Financial Services
Experience
Republic Finance March 2014 - Present
Edward Jones 2013 - 2014
Bluegreen Vacations March 2013 - August 2013
Publicis Touchpoint Solutions (Touchpoint) February 2011 - March 2013
Skills
Management, Finance, Sales, Customer Service, Banking, Investments, Financial Analysis, Portfolio Management, Credit, Risk Management
Education
Radford University 2007 — 2010
Bachelor's degree, Business Administration and Management, General
Republic Finance March 2014 - Present
Edward Jones 2013 - 2014
Bluegreen Vacations March 2013 - August 2013
Publicis Touchpoint Solutions (Touchpoint) February 2011 - March 2013
Skills
Management, Finance, Sales, Customer Service, Banking, Investments, Financial Analysis, Portfolio Management, Credit, Risk Management
Education
Radford University 2007 — 2010
Bachelor's degree, Business Administration and Management, General
Chris Lascarides Chris Lascarides's Edward Jones Experience September 2007 - April 2012
Job Financial Advisor at Mountain Top Financial Advisors
Industry Financial Services
Experience
Mountain Top Financial Advisors April 2012 - Present
Edward Jones September 2007 - April 2012
Skills
Financial Planning, Customer Service, Investments, Portfolio Management, Mutual Funds, Strategic Planning, Leadership, Life Insurance, Small Business, Finance, Securities, Financial Services, Marketing, Fixed Annuities, Insurance, Retirement Planning, Wealth Management, Banking, Disability Insurance
Education
Queens College 1978 — 1983
Bachelor's Degree, Accounting and Finance
Mountain Top Financial Advisors April 2012 - Present
Edward Jones September 2007 - April 2012
Skills
Financial Planning, Customer Service, Investments, Portfolio Management, Mutual Funds, Strategic Planning, Leadership, Life Insurance, Small Business, Finance, Securities, Financial Services, Marketing, Fixed Annuities, Insurance, Retirement Planning, Wealth Management, Banking, Disability Insurance
Education
Queens College 1978 — 1983
Bachelor's Degree, Accounting and Finance
Allen Brooks Allen Brooks's Edward Jones Experience November 2013 - Present
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones November 2013 - Present
PNC Investments January 2013 - November 2013
Merrill Lynch May 2010 - January 2013
Skills
Retirement Plan..., Fixed-income Investments, Business Retirement..., Education Savings, Edward Jones Advisory, Individual Retirement..., Mutual Funds, Insurance, Estate and Trust...
Education
Radford University 1988 — 1989
Undergraduate Studies, Business
Edward Jones November 2013 - Present
PNC Investments January 2013 - November 2013
Merrill Lynch May 2010 - January 2013
Skills
Retirement Plan..., Fixed-income Investments, Business Retirement..., Education Savings, Edward Jones Advisory, Individual Retirement..., Mutual Funds, Insurance, Estate and Trust...
Education
Radford University 1988 — 1989
Undergraduate Studies, Business
Wendy Seale Wendy Seale's Edward Jones Experience August 2008 - May 2011
Job Raymond James Financial Services, LegacyTexas Investment Group
Industry Financial Services
Experience
Raymond James Financial Services December 2012 - Present
Investment Professionals, Inc. May 2011 - May 2012
Edward Jones August 2008 - May 2011
Consumer Credit Counseling of South Texas August 1995 - August 2008
Skills
Retirement Planning, Wealth Management..., Estate Planning, Finance, Wealth Management, Retirement
Education
The University of Texas at Dallas 1988 — 1990
Bachelor’s Degree, Business Administration and Management, General
Richland College 1985 — 1987
Business Administration and Management, General
Raymond James Financial Services December 2012 - Present
Investment Professionals, Inc. May 2011 - May 2012
Edward Jones August 2008 - May 2011
Consumer Credit Counseling of South Texas August 1995 - August 2008
Skills
Retirement Planning, Wealth Management..., Estate Planning, Finance, Wealth Management, Retirement
Education
The University of Texas at Dallas 1988 — 1990
Bachelor’s Degree, Business Administration and Management, General
Richland College 1985 — 1987
Business Administration and Management, General
Julio Stephens Julio Stephens's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Radford University August 2008 - January 2015
Advance Auto Parts March 2006 - August 2008
Virginia Department of Health June 2002 - March 2006
Skills
Sustainability, Energy Conservation, Recycling, Waste Management, Corporate Social..., Strategic Planning, Public Speaking, Higher Education, Climate Change, Program Management, Training
Education
Radford University 2010 — 2013
Master of Science (M.S.), Corporate and Professional Communication
Radford University 1995 — 2000
Bachelor of Science (B.S.), Biology
Edward Jones January 2015 - Present
Radford University August 2008 - January 2015
Advance Auto Parts March 2006 - August 2008
Virginia Department of Health June 2002 - March 2006
Skills
Sustainability, Energy Conservation, Recycling, Waste Management, Corporate Social..., Strategic Planning, Public Speaking, Higher Education, Climate Change, Program Management, Training
Education
Radford University 2010 — 2013
Master of Science (M.S.), Corporate and Professional Communication
Radford University 1995 — 2000
Bachelor of Science (B.S.), Biology
Michelle Cortes-Harkins, MSW, CDFA™, CRPC®'s Edward Jones Experience March 2005 - December 2006
Job Wealth Management Advisor, Harkins Wealth Management, LLC
Industry Financial Services
Experience
Harkins Wealth Management July 2008 - Present
Merrill Lynch December 2006 - May 2008
Edward Jones March 2005 - December 2006
The Providence Center February 2003 - January 2005
Skills
Wealth Management, Leadership, Strategic Financial..., Management, Small Business, Leadership Development, Program Management, Public Speaking, Strategic Planning, Social Networking, Retirement Planning, Securities, Fundraising, Nonprofits, Finance, Financial Services, Strategy, Private Equity, Socially Responsible..., Financial Education, Multi-generational..., Strategic Communications, Entrepreneurship, Time Management, Public Relations, LPL Financial, Series 7...
Education
LeadershipRI 2009 — 2009
Epsilon II Class
Rhode Island College 1994 — 2000
BSW,MSW, Social Work
University of Houston Law Center
Law
Harkins Wealth Management July 2008 - Present
Merrill Lynch December 2006 - May 2008
Edward Jones March 2005 - December 2006
The Providence Center February 2003 - January 2005
Skills
Wealth Management, Leadership, Strategic Financial..., Management, Small Business, Leadership Development, Program Management, Public Speaking, Strategic Planning, Social Networking, Retirement Planning, Securities, Fundraising, Nonprofits, Finance, Financial Services, Strategy, Private Equity, Socially Responsible..., Financial Education, Multi-generational..., Strategic Communications, Entrepreneurship, Time Management, Public Relations, LPL Financial, Series 7...
Education
LeadershipRI 2009 — 2009
Epsilon II Class
Rhode Island College 1994 — 2000
BSW,MSW, Social Work
University of Houston Law Center
Law
Steve Clark, LC's Edward Jones Experience July 1999 - November 2001
Job Regional Sales Manager at Cooper Lighting
Industry Electrical/Electronic Manufacturing
Experience
Cooper Lighting January 2013 - Present
Lutron Electronics November 2009 - December 2012
Holophane January 2002 - November 2009
Edward Jones July 1999 - November 2001
North Central High School (Indianapolis) August 1998 - June 1999
Skills
Pricing Strategy, Bid Strategy, Sales Management, Negotiation, Sales Operations, Lighting, Construction, Product Marketing, New Business Development, Product Development, Pricing, Sales, Key Account Management, Inventory Management, Lighting Design, Lighting Control, Product Launch, Direct Sales, Management, Sales Process, Product Management, Sales Presentations, International Sales, Competitive Analysis, Business Development, Selling, Cross-functional Team..., Continuous Improvement, Trade Shows, Contract Negotiation, Account Management, Channel Partners, Manufacturing, Market Development, Strategic Planning, Team Building
Education
Purdue University 1992 — 1998
BA, English
Brownsburg
Cooper Lighting January 2013 - Present
Lutron Electronics November 2009 - December 2012
Holophane January 2002 - November 2009
Edward Jones July 1999 - November 2001
North Central High School (Indianapolis) August 1998 - June 1999
Skills
Pricing Strategy, Bid Strategy, Sales Management, Negotiation, Sales Operations, Lighting, Construction, Product Marketing, New Business Development, Product Development, Pricing, Sales, Key Account Management, Inventory Management, Lighting Design, Lighting Control, Product Launch, Direct Sales, Management, Sales Process, Product Management, Sales Presentations, International Sales, Competitive Analysis, Business Development, Selling, Cross-functional Team..., Continuous Improvement, Trade Shows, Contract Negotiation, Account Management, Channel Partners, Manufacturing, Market Development, Strategic Planning, Team Building
Education
Purdue University 1992 — 1998
BA, English
Brownsburg
Donald Duvall's Edward Jones Experience 2000 - 2002
Job Senior Vice President
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company September 2013 - Present
BMO Harris Private Banking March 2003 - September 2013
Edward Jones 2000 - 2002
Education
Purdue University 1995 — 1999
Wayne Hummer Investments, a Wintrust Wealth Management Company September 2013 - Present
BMO Harris Private Banking March 2003 - September 2013
Edward Jones 2000 - 2002
Education
Purdue University 1995 — 1999
CLIFF NAPARSTECK's Edward Jones Experience Senior Military AdvisorKaplan UniversityMay 2009 - Present
Job Senior Military Advisor at Kaplan University
Industry Financial Services
Experience
Edward Jones Senior Military AdvisorKaplan UniversityMay 2009 - Present
Skills
Uniform Combined State..., Series 7, Saving for Education, IRAs, Strategic Financial..., Investment Strategies, Series 63
Education
City University of New York-Queens College 1990 — 1994
Bachelor's degree, Accounting and Finance
Edward Jones Senior Military AdvisorKaplan UniversityMay 2009 - Present
Skills
Uniform Combined State..., Series 7, Saving for Education, IRAs, Strategic Financial..., Investment Strategies, Series 63
Education
City University of New York-Queens College 1990 — 1994
Bachelor's degree, Accounting and Finance
Parshati Bhattacharjee's Edward Jones Experience June 2007 - October 2007
Job Business Analyst at Planet Energy
Industry Financial Services
Experience
Planet Energy November 2011 - November 2012
AGF Trust Company November 2007 - February 2011
Edward Jones June 2007 - October 2007
Skills
Analysis, Business Analysis, Project Planning, Project Management, Management, Data Analysis, Strategic Planning, Requirements Analysis, Microsoft Office, Business Strategy, Business Process..., Financial Analysis
Education
Queen's University 2002 — 2007
BA (Honours), Applied Economics
Planet Energy November 2011 - November 2012
AGF Trust Company November 2007 - February 2011
Edward Jones June 2007 - October 2007
Skills
Analysis, Business Analysis, Project Planning, Project Management, Management, Data Analysis, Strategic Planning, Requirements Analysis, Microsoft Office, Business Strategy, Business Process..., Financial Analysis
Education
Queen's University 2002 — 2007
BA (Honours), Applied Economics
Kristin Donofrio's Edward Jones Experience July 2010 - March 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - March 2013
Brose September 2008 - January 2009
Ford Motor Company October 2006 - July 2008
Right Management 2008 - 2008
Troy Design and Manufacturing January 2005 - October 2006
John Deere May 2004 - August 2004
ETS LLC 2001 - 2001
Skills
Manufacturing, Six Sigma, Automotive, Problem Solving, Lean Manufacturing, Financial Planning, Management
Education
University of Michigan-Dearborn 2006 — 2009
MBA, General Business
University of Michigan-Dearborn 2006 — 2009
MS, Industrial Manufacturing and Systems Engineering
Purdue University 1999 — 2004
BS, Mechanical Engineering Technology
Roncalli high school
Edward Jones July 2010 - March 2013
Brose September 2008 - January 2009
Ford Motor Company October 2006 - July 2008
Right Management 2008 - 2008
Troy Design and Manufacturing January 2005 - October 2006
John Deere May 2004 - August 2004
ETS LLC 2001 - 2001
Skills
Manufacturing, Six Sigma, Automotive, Problem Solving, Lean Manufacturing, Financial Planning, Management
Education
University of Michigan-Dearborn 2006 — 2009
MBA, General Business
University of Michigan-Dearborn 2006 — 2009
MS, Industrial Manufacturing and Systems Engineering
Purdue University 1999 — 2004
BS, Mechanical Engineering Technology
Roncalli high school
Sheldon Canady's Edward Jones Experience September 2006 - February 2007
Job Director of Regulatory Compliance at Oracle Financial Services Software, Inc
Industry Banking
Experience
Oracle Financial Services Software, Inc April 2007 - Present
Oracle Financial Services Software, Inc. 2007 - Present
Edward Jones September 2006 - February 2007
Microsoft Corporation September 2005 - August 2006
Education
Regis University 2001 — 2004
MBA, Finance & Accounting Management
The University of Texas at Arlington 1996 — 1998
BBA, Finance
Oracle Financial Services Software, Inc April 2007 - Present
Oracle Financial Services Software, Inc. 2007 - Present
Edward Jones September 2006 - February 2007
Microsoft Corporation September 2005 - August 2006
Education
Regis University 2001 — 2004
MBA, Finance & Accounting Management
The University of Texas at Arlington 1996 — 1998
BBA, Finance
Jonathan Gjeldum's Edward Jones Experience 2003 - 2004
Job Owner, State Farm Insurance
Industry Insurance
Experience
State Farm Insurance 2007 - Present
William Blair & Company 2004 - 2007
Edward Jones 2003 - 2004
Skills
Property & Casualty..., Life Insurance, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Mutual Funds, New Business Development, Customer Service
Education
Purdue University 1999 — 2003
Bachelor's of Science
State Farm Insurance 2007 - Present
William Blair & Company 2004 - 2007
Edward Jones 2003 - 2004
Skills
Property & Casualty..., Life Insurance, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Mutual Funds, New Business Development, Customer Service
Education
Purdue University 1999 — 2003
Bachelor's of Science
Robert Hinkel's Edward Jones Experience May 2005 - December 2006
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
Ray Bovaird's Edward Jones Experience June 1995 - August 1996
Job Design Quality Manager Digital at Moen Incorporated
Industry Consumer Goods
Experience
Moen Incorporated January 2014 - Present
Moen Incorporated November 1996 - Present
Edward Jones June 1995 - August 1996
The Boeing Company February 1990 - June 1995
Education
University of Washington 1991 — 1995
MBA
Purdue University 1985 — 1989
Moen Incorporated January 2014 - Present
Moen Incorporated November 1996 - Present
Edward Jones June 1995 - August 1996
The Boeing Company February 1990 - June 1995
Education
University of Washington 1991 — 1995
MBA
Purdue University 1985 — 1989
Jill Huggins's Edward Jones Experience 1998 - 2007
Job HR Professional
Industry Accounting
Experience
PwC October 2010 - 2011
PwC April 2007 - October 2010
Edward Jones 1998 - 2007
Sun Chemical 1996 - 1998
Skills
Human Resources, Leadership, Talent Management, Training, Employee Relations, Onboarding, Performance Management, Succession Planning, Employee Engagement, Talent Acquisition, Deferred Compensation, Recruiting, Employee Benefits
Education
Queen's University 1991 — 1995
BA Honours, Sociology
PwC October 2010 - 2011
PwC April 2007 - October 2010
Edward Jones 1998 - 2007
Sun Chemical 1996 - 1998
Skills
Human Resources, Leadership, Talent Management, Training, Employee Relations, Onboarding, Performance Management, Succession Planning, Employee Engagement, Talent Acquisition, Deferred Compensation, Recruiting, Employee Benefits
Education
Queen's University 1991 — 1995
BA Honours, Sociology
DeHaven Patrick's Edward Jones Experience May 2004 - March 2007
Job Manager, Financial Reporting and Analsyis at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors, LLC August 2009 - October 2010
Wachovia Securities May 2008 - August 2009
Solutia Inc. August 2007 - May 2008
A.G. Edwards March 2007 - August 2007
Edward Jones May 2004 - March 2007
Deloitte & Touche July 2002 - May 2004
Arthur Andersen September 2001 - June 2002
Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit
Education
Purdue University - Krannert School of Management 1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors, LLC August 2009 - October 2010
Wachovia Securities May 2008 - August 2009
Solutia Inc. August 2007 - May 2008
A.G. Edwards March 2007 - August 2007
Edward Jones May 2004 - March 2007
Deloitte & Touche July 2002 - May 2004
Arthur Andersen September 2001 - June 2002
Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit
Education
Purdue University - Krannert School of Management 1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics
Jessica Lynk's Edward Jones Experience Business ManagerParke County SentinelJanuary 2000 - November 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Business ManagerParke County SentinelJanuary 2000 - November 2008
Education
Purdue University 1988 — 1992
BA, Law & Society/English Minor
Rockville Jr-Sr High School
High School, General
Edward Jones Business ManagerParke County SentinelJanuary 2000 - November 2008
Education
Purdue University 1988 — 1992
BA, Law & Society/English Minor
Rockville Jr-Sr High School
High School, General
Scott Storz's Edward Jones Experience March 2010 - August 2011
Job Senior Product Engineer at Wabash National Corporation
Industry Transportation/Trucking/Railroad
Experience
Wabash National Corporation October 2011 - Present
Edward Jones March 2010 - August 2011
SKS Consulting Inc. July 1999 - March 2010
ProAxis Inc. October 2007 - December 2009
Hill Rom 2006 - 2007
Skills
CAD, Pro Engineer, Engineering, 3D Modeling, Design for Manufacturing, Mechanical Engineering, Medical Devices, Microsoft Excel, Microsoft Office, Microsoft Word, Modeling, PowerPoint, Product Design, Project Management, Sheet Metal, Solidworks, Process Improvement, Manufacturing, Machining, Injection Molding, Continuous Improvement, Cross-functional Team..., Engineering Management, PTC Creo, Product Development, Materials
Education
Purdue University 1986 — 1990
BSME, Mechanical Engineering
Wabash National Corporation October 2011 - Present
Edward Jones March 2010 - August 2011
SKS Consulting Inc. July 1999 - March 2010
ProAxis Inc. October 2007 - December 2009
Hill Rom 2006 - 2007
Skills
CAD, Pro Engineer, Engineering, 3D Modeling, Design for Manufacturing, Mechanical Engineering, Medical Devices, Microsoft Excel, Microsoft Office, Microsoft Word, Modeling, PowerPoint, Product Design, Project Management, Sheet Metal, Solidworks, Process Improvement, Manufacturing, Machining, Injection Molding, Continuous Improvement, Cross-functional Team..., Engineering Management, PTC Creo, Product Development, Materials
Education
Purdue University 1986 — 1990
BSME, Mechanical Engineering
Selette M. Jemison's Edward Jones Experience 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2009 - Present
ING February 2006 - February 2009
ING May 2004 - February 2006
ING February 2000 - May 2004
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1995
MBA, Finance
University of Hartford 1986 — 1990
BSBA, Business Administration, Accounting
John F Kennedy 1982 — 1986
HS Diploma, College Prep & Business Studies
Edward Jones 2009 - Present
ING February 2006 - February 2009
ING May 2004 - February 2006
ING February 2000 - May 2004
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1995
MBA, Finance
University of Hartford 1986 — 1990
BSBA, Business Administration, Accounting
John F Kennedy 1982 — 1986
HS Diploma, College Prep & Business Studies
robert scalzitti's Edward Jones Experience stock brokerdavid a noyes1985 - 1992
Job financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones stock brokerdavid a noyes1985 - 1992
Education
Purdue University Calumet 1983 — 1987
english
Edward Jones stock brokerdavid a noyes1985 - 1992
Education
Purdue University Calumet 1983 — 1987
english
Roy Longoria's Edward Jones Experience November 2001 - May 2005
Job Senior Managing Director with Sunbelt Securities
Industry Financial Services
Experience
Sunbelt Securities September 2010 - Present
Merrill Lynch May 2005 - September 2010
Edward Jones November 2001 - May 2005
ClearCommerce Corporation March 2000 - July 2001
IBM October 1989 - March 2000
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Retirement, 401k, Investments, Securities, Estate Planning, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Portfolio Management, Investment Management, Bonds
Education
The University of Texas at Austin 1997 — 1999
MBA, Finance
The University of Texas at Austin 1984 — 1986
BA, Computer Science
The University of Texas at Austin 1978 — 1981
BBA, Marketing
Rice University 1976 — 1978
Psychology
Sunbelt Securities September 2010 - Present
Merrill Lynch May 2005 - September 2010
Edward Jones November 2001 - May 2005
ClearCommerce Corporation March 2000 - July 2001
IBM October 1989 - March 2000
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Retirement, 401k, Investments, Securities, Estate Planning, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Portfolio Management, Investment Management, Bonds
Education
The University of Texas at Austin 1997 — 1999
MBA, Finance
The University of Texas at Austin 1984 — 1986
BA, Computer Science
The University of Texas at Austin 1978 — 1981
BBA, Marketing
Rice University 1976 — 1978
Psychology
Amanda Ying Li's Edward Jones Experience July 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2001 - Present
American Express Financial Advisors September 1998 - February 2001
Nations Bank (Bank of America) May 1997 - August 1997
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Investment Strategies, Wealth Management, Investment Advisory, Finance, Wealth, Mutual Funds
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
Renmin University of China 1991 — 1995
Bachelor, Economics
Edward Jones July 2001 - Present
American Express Financial Advisors September 1998 - February 2001
Nations Bank (Bank of America) May 1997 - August 1997
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Investment Strategies, Wealth Management, Investment Advisory, Finance, Wealth, Mutual Funds
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
Renmin University of China 1991 — 1995
Bachelor, Economics
Renee Ziegler's Edward Jones Experience November 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Human Resources
Experience
Plexus Worldwide, Inc. January 2015 - Present
Edward Jones November 2012 - Present
Eastman Chemical Company September 2005 - April 2009
Marriott International 1996 - 2008
Citi Cards - Citi Commerce Solutions June 2003 - August 2005
Skills
Employee Benefits, Talent Management, Deferred Compensation, Onboarding, HRIS, Customer Service, Performance Management, Leadership Development, Training, Team Building, Coaching, Public Speaking, Organizational..., Succession Planning, Microsoft Office, Leadership
Education
Purdue University 1989 — 1993
B.S, Dietetics
Plexus Worldwide, Inc. January 2015 - Present
Edward Jones November 2012 - Present
Eastman Chemical Company September 2005 - April 2009
Marriott International 1996 - 2008
Citi Cards - Citi Commerce Solutions June 2003 - August 2005
Skills
Employee Benefits, Talent Management, Deferred Compensation, Onboarding, HRIS, Customer Service, Performance Management, Leadership Development, Training, Team Building, Coaching, Public Speaking, Organizational..., Succession Planning, Microsoft Office, Leadership
Education
Purdue University 1989 — 1993
B.S, Dietetics
Gary Anglin's Edward Jones Experience January 1998 - May 2005
Job Federal Government Marketing at Prime Controls
Industry Industrial Automation
Experience
Prime Controls February 2009 - Present
Chase Investment Services June 2008 - December 2008
H&R Block Financial Advisors 2005 - 2008
Edward Jones January 1998 - May 2005
Hamilton-Hico Title and Abstract Company April 1995 - December 1997
Hercules May 1981 - March 1995
Skills
Strategic Financial..., Project Management, Technical Analysis
Education
Rice University 1977 — 1981
BSME
Prime Controls February 2009 - Present
Chase Investment Services June 2008 - December 2008
H&R Block Financial Advisors 2005 - 2008
Edward Jones January 1998 - May 2005
Hamilton-Hico Title and Abstract Company April 1995 - December 1997
Hercules May 1981 - March 1995
Skills
Strategic Financial..., Project Management, Technical Analysis
Education
Rice University 1977 — 1981
BSME
Brad Shipe's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
Purdue University
BS, Mechanical Engineering
Edward Jones
Education
Purdue University
BS, Mechanical Engineering
John Giczewski's Edward Jones Experience January 2011 - March 2011
Job Purchasing Manager
Industry Packaging and Containers
Experience
St. Joseph Paper and Packaging July 2013 - Present
Korhorn Financial Group June 2011 - June 2013
Edward Jones January 2011 - March 2011
St. Joseph County Prosecutor's Office June 2008 - January 2009
Genesis Products, Inc. May 2007 - September 2007
Education
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Financial Counseling and Planning
St. Joseph Paper and Packaging July 2013 - Present
Korhorn Financial Group June 2011 - June 2013
Edward Jones January 2011 - March 2011
St. Joseph County Prosecutor's Office June 2008 - January 2009
Genesis Products, Inc. May 2007 - September 2007
Education
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Financial Counseling and Planning
Cortni Nesbitt's Edward Jones Experience July 2014 - Present
Job Self Employeed
Industry Health, Wellness and Fitness
Experience
'Self-Employed' March 2015 - Present
Edward Jones July 2014 - Present
Lincoln Technical Institute and Euphoria Institute August 2011 - June 2014
Lincoln College of Technology June 2002 - July 2011
Skills
Student Financial Aid, Admissions, Student Affairs, Retaining Customers, Campus, Staff Development, CampusVue, Higher Education, Career Counseling, Training, Academic Administration, Leadership, Event Planning, Student Recruiting, Student Loans, Adult Education, Resume Writing, Enrollment Management, Academic Advising, Student Engagement, NSLDS, Higher Education..., Financial Aid..., Customer Retention
Education
Regis University
Business
'Self-Employed' March 2015 - Present
Edward Jones July 2014 - Present
Lincoln Technical Institute and Euphoria Institute August 2011 - June 2014
Lincoln College of Technology June 2002 - July 2011
Skills
Student Financial Aid, Admissions, Student Affairs, Retaining Customers, Campus, Staff Development, CampusVue, Higher Education, Career Counseling, Training, Academic Administration, Leadership, Event Planning, Student Recruiting, Student Loans, Adult Education, Resume Writing, Enrollment Management, Academic Advising, Student Engagement, NSLDS, Higher Education..., Financial Aid..., Customer Retention
Education
Regis University
Business
Kyle Pollock's Edward Jones Experience January 2012 - September 2012
Job Internal Wholesaler at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC September 2014 - Present
Calvert Investments April 2013 - September 2014
PNC Investments September 2012 - April 2013
Edward Jones January 2012 - September 2012
Skills
Series 7, Microsoft Office, Life Insurance, Retirement Planning, Wealth Management, Financial Advisory, Variable Annuities, Series 66, Social Media, Mutual Funds, Investments
Education
Radford University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
ProShare Advisors LLC September 2014 - Present
Calvert Investments April 2013 - September 2014
PNC Investments September 2012 - April 2013
Edward Jones January 2012 - September 2012
Skills
Series 7, Microsoft Office, Life Insurance, Retirement Planning, Wealth Management, Financial Advisory, Variable Annuities, Series 66, Social Media, Mutual Funds, Investments
Education
Radford University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Jim Jacobucci's Edward Jones Experience April 2006 - December 2010
Job Financial Planner at Advance Capital
Industry Financial Services
Experience
Advance Capital January 2011 - Present
Edward Jones April 2006 - December 2010
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Series 7, Wealth Management, IRAs, 401k Rollovers, Saving for Education, College Savings Plans, 529 Plans
Education
Quinlan School of Business, Loyola University Chicago 2003 — 2006
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accounting
Advance Capital January 2011 - Present
Edward Jones April 2006 - December 2010
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Series 7, Wealth Management, IRAs, 401k Rollovers, Saving for Education, College Savings Plans, 529 Plans
Education
Quinlan School of Business, Loyola University Chicago 2003 — 2006
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accounting
Jennifer Rasner's Edward Jones Experience September 2009 - April 2010
Job Investment Representative at Edward Jones
Industry Financial Services
Experience
Healthcare Anytime April 2010 - Present
Edward Jones September 2009 - April 2010
American Funds February 2001 - July 2009
Capital Group/American Funds 2001 - 2009
Education
Purdue University 1993 — 1999
MS, Agricultural Economics
Healthcare Anytime April 2010 - Present
Edward Jones September 2009 - April 2010
American Funds February 2001 - July 2009
Capital Group/American Funds 2001 - 2009
Education
Purdue University 1993 — 1999
MS, Agricultural Economics
Kyle Keiper's Edward Jones Experience Financial AdvisorEdward Jones InvestmentsAugust 2008 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Financial AdvisorEdward Jones InvestmentsAugust 2008 - Present
Education
Purdue University 2004 — 2008
Management, Finance
Edward Jones Financial AdvisorEdward Jones InvestmentsAugust 2008 - Present
Education
Purdue University 2004 — 2008
Management, Finance
Jill Barker's Edward Jones Experience November 2006 - May 2007
Job Domestic Engineer
Industry Internet
Experience
All Saints Lutheran Church February 2009 - September 2010
Edward Jones November 2006 - May 2007
Lockheed Martin February 2004 - November 2006
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Strategic Planning, Project Management, Leadership, Analysis, Troubleshooting
Education
Purdue University Calumet 1999 — 2002
Bachelors of Science, Mathematics
All Saints Lutheran Church February 2009 - September 2010
Edward Jones November 2006 - May 2007
Lockheed Martin February 2004 - November 2006
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Strategic Planning, Project Management, Leadership, Analysis, Troubleshooting
Education
Purdue University Calumet 1999 — 2002
Bachelors of Science, Mathematics
Tyler Greenman's Edward Jones Experience July 2014 - November 2014
Job Investment Advisor Representative at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial February 2015 - Present
Edward Jones July 2014 - November 2014
Guaranty Bank and Trust Company March 2012 - July 2014
FirstBank March 2006 - September 2010
JCPenney November 2002 - August 2005
Skills
Banking, Commercial Banking, Loans, Microsoft Office, Retail Banking, Microsoft Excel, Customer Service, Credit Analysis, Credit, Public Speaking, Cross Selling, Youth Ministry, Sabermetrics, 10 Key, Financial Analysis, Finance, Series 7, Leadership, Financial Forecasting, Analysis, Investment Advisory..., Financial Modeling, Asset Allocation
Education
Metropolitan State University of Denver 2010 — 2013
Bachelor of Science (B.S.), Finance
Red Rocks Community College 2008 — 2010
A.S., Science
Arvada West Highschool 2000 — 2004
Great-West Financial February 2015 - Present
Edward Jones July 2014 - November 2014
Guaranty Bank and Trust Company March 2012 - July 2014
FirstBank March 2006 - September 2010
JCPenney November 2002 - August 2005
Skills
Banking, Commercial Banking, Loans, Microsoft Office, Retail Banking, Microsoft Excel, Customer Service, Credit Analysis, Credit, Public Speaking, Cross Selling, Youth Ministry, Sabermetrics, 10 Key, Financial Analysis, Finance, Series 7, Leadership, Financial Forecasting, Analysis, Investment Advisory..., Financial Modeling, Asset Allocation
Education
Metropolitan State University of Denver 2010 — 2013
Bachelor of Science (B.S.), Finance
Red Rocks Community College 2008 — 2010
A.S., Science
Arvada West Highschool 2000 — 2004
Bryan Mueller's Edward Jones Experience April 2012 - Present
Job Associate in the Finance Area
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Ungerboeck Systems International, Inc. March 2004 - May 2012
Ungerboeck Systems International, Inc. September 2003 - March 2004
Ungerboeck Systems International, Inc. September 2002 - September 2003
Ungerboeck Systems International, Inc. April 2002 - September 2002
Laclede Gas Company August 1999 - April 2002
Skills
International Business, Fast Learner, Critical Analysis, Critical Thinking, Budgeting, Accounting, Financial Reporting, Accounts Payable, Payroll, Accounts Receivable, Problem Solving, Microsoft Office, Business Analysis, Excel, Word, Event Management, PowerPoint, Financial Analysis, Outlook, Budgets, Leadership, Management, Team Building, Microsoft Excel, Team Management, Microsoft Word, Team Leadership
Education
Saint Louis University 2002 — 2005
Master's of Business Administration
Quincy University 1995 — 1999
BS, Accounting, Finance
Edward Jones April 2012 - Present
Ungerboeck Systems International, Inc. March 2004 - May 2012
Ungerboeck Systems International, Inc. September 2003 - March 2004
Ungerboeck Systems International, Inc. September 2002 - September 2003
Ungerboeck Systems International, Inc. April 2002 - September 2002
Laclede Gas Company August 1999 - April 2002
Skills
International Business, Fast Learner, Critical Analysis, Critical Thinking, Budgeting, Accounting, Financial Reporting, Accounts Payable, Payroll, Accounts Receivable, Problem Solving, Microsoft Office, Business Analysis, Excel, Word, Event Management, PowerPoint, Financial Analysis, Outlook, Budgets, Leadership, Management, Team Building, Microsoft Excel, Team Management, Microsoft Word, Team Leadership
Education
Saint Louis University 2002 — 2005
Master's of Business Administration
Quincy University 1995 — 1999
BS, Accounting, Finance
Sodhi Jatinder's Edward Jones Experience October 2001 - May 2004
Job Financial Advisor at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management June 2004 - Present
CIBC Wealth Management 2004 - Present
Edward jones October 2001 - May 2004
Skills
Wealth Management, Asset Management, Investment Strategies, Investments, Mutual Funds, Retirement Planning, Investment Advisory, Asset Allocation, Investment Management, Relationship Management, Financial Planners, Finance, Strategic Financial..., Retirement
Education
FPSC
CFP, Financial Planning and Services
Canadian Securities
CIM, Investments and Securities
Canadian Securities
CSWP, Financial Planning and Services
Canadian Securities
FMA, Finance and Financial Management Services
Punjabi University
Bachelor of Commerce (B.Com.), Commerce
Punjabi University
Bachelor of Laws (LL.B.)
CIBC Asset Management June 2004 - Present
CIBC Wealth Management 2004 - Present
Edward jones October 2001 - May 2004
Skills
Wealth Management, Asset Management, Investment Strategies, Investments, Mutual Funds, Retirement Planning, Investment Advisory, Asset Allocation, Investment Management, Relationship Management, Financial Planners, Finance, Strategic Financial..., Retirement
Education
FPSC
CFP, Financial Planning and Services
Canadian Securities
CIM, Investments and Securities
Canadian Securities
CSWP, Financial Planning and Services
Canadian Securities
FMA, Finance and Financial Management Services
Punjabi University
Bachelor of Commerce (B.Com.), Commerce
Punjabi University
Bachelor of Laws (LL.B.)
James Redding's Edward Jones Experience September 2006 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fisher Investments September 2011 - Present
Edward Jones September 2006 - December 2010
Education
Regis University
Fisher Investments September 2011 - Present
Edward Jones September 2006 - December 2010
Education
Regis University
Michael Heimlich, CFA's Edward Jones Experience April 2011 - Present
Job Fixed Income Manager at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2011 - Present
Scout Investment Advisors April 2008 - April 2011
A.G. Edwards & Sons, Inc. 2000 - 2008
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Wealth Management, Alternative Investments, Bonds, Asset Management, Bloomberg, Investment Advisory, Equities, Series 7, Financial Modeling
Education
Purdue University
BS, Mathematics and Statistics
Edward Jones April 2011 - Present
Scout Investment Advisors April 2008 - April 2011
A.G. Edwards & Sons, Inc. 2000 - 2008
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Wealth Management, Alternative Investments, Bonds, Asset Management, Bloomberg, Investment Advisory, Equities, Series 7, Financial Modeling
Education
Purdue University
BS, Mathematics and Statistics
Derek Descher's Edward Jones Experience August 2008 - May 2009
Job Network Administrator at St. Louis Blues
Industry Information Technology and Services
Experience
St. Louis Blues December 2011 - Present
Anderson Hospital July 2011 - October 2011
Barnes Jewish Hospital July 2010 - March 2011
Edward Jones August 2008 - May 2009
Education
Ranken Technical College 2007 — 2009
Associates Degree, Information Technology
Highland High School 2004 — 2007
High School Diploma
St. Louis Blues December 2011 - Present
Anderson Hospital July 2011 - October 2011
Barnes Jewish Hospital July 2010 - March 2011
Edward Jones August 2008 - May 2009
Education
Ranken Technical College 2007 — 2009
Associates Degree, Information Technology
Highland High School 2004 — 2007
High School Diploma
Donna Dix's Edward Jones Experience 2006 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
Education
Central Lakes College. Brainerd MN
Associate of Arts
Regis University
Bachelor of Science, Business Administration
Edward Jones 2006 - Present
Education
Central Lakes College. Brainerd MN
Associate of Arts
Regis University
Bachelor of Science, Business Administration
Julie Igo's Edward Jones Experience April 1995 - July 2001
Job H.R. Associate at Ashland Inc
Industry Nonprofit Organization Management
Experience
Ashland Inc November 2014 - Present
University of Kentucky September 2013 - November 2014
** 2011 - 2013
University of Southern Indiana 2008 - 2011
Plainfield Chamber of Commerce 2002 - 2006
Edward Jones April 1995 - July 2001
Skills
Customer Service, Microsoft Office, Data Entry, Outlook, Event Planning, Administrative Support, Employee Relations, Word, Writing, PowerPoint, Administration, Excel, Scheduling, Office Management, Customer Relations, Time Management, Hiring, Research, Fundraising, Non-profits, Event Management, Inventory Management, Spreadsheets, Supervisory Skills, Editing, Purchasing, Budgeting, Teamwork, Proposal Writing, Problem Solving, Accounts Payable, Advertising, Coordination, Newsletters, PeopleSoft, Databases, Payroll, Conferences
Education
Purdue University 1984 — 1988
Bachelor of Science 1988, Consumer and Family Sciences
Ashland Inc November 2014 - Present
University of Kentucky September 2013 - November 2014
** 2011 - 2013
University of Southern Indiana 2008 - 2011
Plainfield Chamber of Commerce 2002 - 2006
Edward Jones April 1995 - July 2001
Skills
Customer Service, Microsoft Office, Data Entry, Outlook, Event Planning, Administrative Support, Employee Relations, Word, Writing, PowerPoint, Administration, Excel, Scheduling, Office Management, Customer Relations, Time Management, Hiring, Research, Fundraising, Non-profits, Event Management, Inventory Management, Spreadsheets, Supervisory Skills, Editing, Purchasing, Budgeting, Teamwork, Proposal Writing, Problem Solving, Accounts Payable, Advertising, Coordination, Newsletters, PeopleSoft, Databases, Payroll, Conferences
Education
Purdue University 1984 — 1988
Bachelor of Science 1988, Consumer and Family Sciences
David Pullman's Edward Jones Experience March 2015 - Present
Job *
Industry Human Resources
Experience
Edward Jones March 2015 - Present
Sun Life Financial November 2012 - February 2015
Pritchard Dunham Inc. March 1998 - June 2010
TMT Consultants December 1994 - February 1998
Education
Queen's University 1992 — 1994
Master of Business Administration (MBA), International Business/Trade/Commerce
Western University 1981 — 1985
Bachelor of Science (BSc), Geological and Earth Sciences/Geosciences
Edward Jones March 2015 - Present
Sun Life Financial November 2012 - February 2015
Pritchard Dunham Inc. March 1998 - June 2010
TMT Consultants December 1994 - February 1998
Education
Queen's University 1992 — 1994
Master of Business Administration (MBA), International Business/Trade/Commerce
Western University 1981 — 1985
Bachelor of Science (BSc), Geological and Earth Sciences/Geosciences
Daren Curry, M.Ed.'s Edward Jones Experience November 2008 - February 2009
Job Director of Online Operations
Industry Higher Education
Experience
University of Missouri - St. Louis, Office of Online Administration January 2013 - Present
University of Missouri - St. Louis, Office of Online Administration January 2012 - January 2013
Consultant June 2003 - January 2013
Edward Jones November 2008 - February 2009
Vandover June 2004 - November 2008
Education
University of Missouri-Saint Louis
Master of Business Administration (M.B.A.)
University of Missouri-Saint Louis 2011 — 2012
Master of Education (M.Ed.), adult education and educational technology, 4.0/4.0
Purdue University
Certificate, Human Resources Management, 4.0/4.0
Indiana University
Bachelor of General Studies, High Distinction
University of Missouri-Saint Louis
Certificate in University Teaching
University of Missouri - St. Louis, Office of Online Administration January 2013 - Present
University of Missouri - St. Louis, Office of Online Administration January 2012 - January 2013
Consultant June 2003 - January 2013
Edward Jones November 2008 - February 2009
Vandover June 2004 - November 2008
Education
University of Missouri-Saint Louis
Master of Business Administration (M.B.A.)
University of Missouri-Saint Louis 2011 — 2012
Master of Education (M.Ed.), adult education and educational technology, 4.0/4.0
Purdue University
Certificate, Human Resources Management, 4.0/4.0
Indiana University
Bachelor of General Studies, High Distinction
University of Missouri-Saint Louis
Certificate in University Teaching
Danny Vey's Edward Jones Experience March 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2001 - Present
Ryan Homes August 1994 - March 2001
Education
Radford University - College of Business and Economics 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business
Edward Jones March 2001 - Present
Ryan Homes August 1994 - March 2001
Education
Radford University - College of Business and Economics 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business
Hayley Phillips's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2011 - June 2013
Vanguard August 2012 - March 2013
Vanguard October 2009 - January 2011
Vanguard August 2008 - October 2009
Asher Agency January 2007 - January 2008
Skills
Leadership, Series 63, Investments, Mutual Funds, Series 7, Series 6, Nonprofits, Retirement Planning, Public Speaking, Event Planning, Training, Asset Allocation, Insurance, Series 66
Education
Purdue University 2003 — 2007
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Edward Jones July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2011 - June 2013
Vanguard August 2012 - March 2013
Vanguard October 2009 - January 2011
Vanguard August 2008 - October 2009
Asher Agency January 2007 - January 2008
Skills
Leadership, Series 63, Investments, Mutual Funds, Series 7, Series 6, Nonprofits, Retirement Planning, Public Speaking, Event Planning, Training, Asset Allocation, Insurance, Series 66
Education
Purdue University 2003 — 2007
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Heidi Walz's Edward Jones Experience June 2010 - September 2012
Job Sales Support Assistant at Audio Resource Group
Industry Consumer Electronics
Experience
Audio Resource Group December 2012 - Present
Edward Jones June 2010 - September 2012
Custom Graphics April 2005 - May 2010
Skills
Customer Service, Salesforce.com, Marketing, Microsoft Office, Merchandising, Microsoft Excel, Account Management, Accounts Receivable, Accounts Payable, Data Entry, Administrative..., Teamwork
Education
Rasmussen College-North Dakota 2006 — 2008
Human Resources Management and Services
Audio Resource Group December 2012 - Present
Edward Jones June 2010 - September 2012
Custom Graphics April 2005 - May 2010
Skills
Customer Service, Salesforce.com, Marketing, Microsoft Office, Merchandising, Microsoft Excel, Account Management, Accounts Receivable, Accounts Payable, Data Entry, Administrative..., Teamwork
Education
Rasmussen College-North Dakota 2006 — 2008
Human Resources Management and Services
Michelle Hoozee's Edward Jones Experience September 2003 - May 2006
Job Corporate Controller at Dinsdale Bros Inc
Industry Farming
Experience
Dinsdale Bros. Inc. April 2010 - Present
Dinsdale Bros Inc April 2010 - Present
Bank of Colorado May 2006 - April 2010
Edward Jones September 2003 - May 2006
Education
Regis University 2010 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder 1999 — 2002
Bachelor's degree, Journalism and Mass Communication
Dinsdale Bros. Inc. April 2010 - Present
Dinsdale Bros Inc April 2010 - Present
Bank of Colorado May 2006 - April 2010
Edward Jones September 2003 - May 2006
Education
Regis University 2010 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder 1999 — 2002
Bachelor's degree, Journalism and Mass Communication
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation