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
Jennifer Mattson Jennifer Mattson's Edward Jones Experience
Job Event Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Event Management, Microsoft Excel, Microsoft Office, Event Planning, Budgets, Leadership, Outlook, Hospitality, Program Management, Account Management, Training, Teamwork, Time Management, Project Management, Marketing Communications, Fundraising, Marketing, Strategic Planning, Public Speaking, Customer Service, Team Building, Nonprofits, Sales, Management
Education
Rowan University 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Elementary Education and Teaching
Edward Jones
Skills
Event Management, Microsoft Excel, Microsoft Office, Event Planning, Budgets, Leadership, Outlook, Hospitality, Program Management, Account Management, Training, Teamwork, Time Management, Project Management, Marketing Communications, Fundraising, Marketing, Strategic Planning, Public Speaking, Customer Service, Team Building, Nonprofits, Sales, Management
Education
Rowan University 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Elementary Education and Teaching
Blake Cheeley, CRPC®, AAMS® Blake Cheeley, CRPC®, AAMS®'s Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
RBC Wealth Management February 2007 - August 2010
Education
St. John's University 2003 — 2006
Business/Management, Finance
Saint John's Prep 1999 — 2002
Edward Jones August 2010 - Present
RBC Wealth Management February 2007 - August 2010
Education
St. John's University 2003 — 2006
Business/Management, Finance
Saint John's Prep 1999 — 2002
Ann Bulmer Ann Bulmer's Edward Jones Experience January 2013 - April 2013
Job Community Manager at DNI Properties, INC
Industry Real Estate
Experience
DNI Properties, INC June 2013 - Present
DeVini Designs January 2005 - June 2013
Edward Jones January 2013 - April 2013
Enterprise Fleet Management August 2012 - December 2012
Sly Fox Clothiers January 2011 - January 2012
DeVini Shoes & Sports July 2005 - April 2010
Southwest Baptist University December 2002 - December 2005
Southwest Baptist University April 2000 - December 2002
Skills
Graphic Design, Advertising, Leadership, Customer Service, Social Networking, Property Management, Marketing, Management, Public Speaking, Contract Management, Policy Enforcement, Lease Negotiations, Paralegals, Computer Proficiency, Computer Graphics, Customer Satisfaction, Customer Retention
Education
Denver Paralegal 1994 — 1996
Paralegal Certification
Ripon College 1984 — 1988
Bachelor of Arts (BA), Psychology; Psychobiology
New Hartford 1980 — 1984
Diploma, General, Honors Graduate
UNI Bio-Medical Program 1980 — 1984
Diploma, Advanced Sciences
DNI Properties, INC June 2013 - Present
DeVini Designs January 2005 - June 2013
Edward Jones January 2013 - April 2013
Enterprise Fleet Management August 2012 - December 2012
Sly Fox Clothiers January 2011 - January 2012
DeVini Shoes & Sports July 2005 - April 2010
Southwest Baptist University December 2002 - December 2005
Southwest Baptist University April 2000 - December 2002
Skills
Graphic Design, Advertising, Leadership, Customer Service, Social Networking, Property Management, Marketing, Management, Public Speaking, Contract Management, Policy Enforcement, Lease Negotiations, Paralegals, Computer Proficiency, Computer Graphics, Customer Satisfaction, Customer Retention
Education
Denver Paralegal 1994 — 1996
Paralegal Certification
Ripon College 1984 — 1988
Bachelor of Arts (BA), Psychology; Psychobiology
New Hartford 1980 — 1984
Diploma, General, Honors Graduate
UNI Bio-Medical Program 1980 — 1984
Diploma, Advanced Sciences
Vincent Primavera's Edward Jones Experience December 2013 - June 2014
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Andy Lange Andy Lange's Edward Jones Experience August 2011 - July 2013
Job Jesuit Secondary Education
Industry Primary/Secondary Education
Experience
De Smet Jesuit High School July 2013 - Present
Edward Jones August 2011 - July 2013
Edward Jones September 2008 - August 2011
Boeing June 2006 - September 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Forecasting, Corporate Finance, Financial Reporting, Variance Analysis, Portfolio Management, Cash Flow, Investments, Process Improvement, Accounting, Credit, Valuation, Internal Controls, Analysis, Financial Accounting, Finance, GAAP, Mergers & Acquisitions, Auditing, Microsoft Excel, Strategic Planning, Public Speaking, PowerPoint, Data Analysis, Customer Service
Education
Saint Louis University 2007 — 2008
MBA, Finance, General
Saint Louis University 2002 — 2006
BSBA, Finance
De Smet Jesuit High School July 2013 - Present
Edward Jones August 2011 - July 2013
Edward Jones September 2008 - August 2011
Boeing June 2006 - September 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Forecasting, Corporate Finance, Financial Reporting, Variance Analysis, Portfolio Management, Cash Flow, Investments, Process Improvement, Accounting, Credit, Valuation, Internal Controls, Analysis, Financial Accounting, Finance, GAAP, Mergers & Acquisitions, Auditing, Microsoft Excel, Strategic Planning, Public Speaking, PowerPoint, Data Analysis, Customer Service
Education
Saint Louis University 2007 — 2008
MBA, Finance, General
Saint Louis University 2002 — 2006
BSBA, Finance
Amanda Bryant Amanda Bryant's Edward Jones Experience April 2001 - December 2002
Job Business Broker at Capital Business Solutions
Industry Real Estate
Experience
Capital Business Solutions December 2011 - Present
Glenn Rutherford Company June 2005 - Present
Edward Jones April 2001 - December 2002
Citi March 1999 - March 2001
Discover Financial Services September 1994 - March 1999
Skills
Business Brokerage, Brokerage, Real Estate, Valuation, Small Business, Sellers, Business Valuation, Real Estate Transactions, Due Diligence, Exit Strategies, Investment Properties, Negotiation, Investments, Business Planning, Selling Businesses, Mergers & Acquisitions, Contract Negotiation, Entrepreneurship, Franchising
Education
Roosevelt University 1995 — 1999
Bachelor's Degree, Specialized Sales, Merchandising and Marketing Operations
Capital Business Solutions December 2011 - Present
Glenn Rutherford Company June 2005 - Present
Edward Jones April 2001 - December 2002
Citi March 1999 - March 2001
Discover Financial Services September 1994 - March 1999
Skills
Business Brokerage, Brokerage, Real Estate, Valuation, Small Business, Sellers, Business Valuation, Real Estate Transactions, Due Diligence, Exit Strategies, Investment Properties, Negotiation, Investments, Business Planning, Selling Businesses, Mergers & Acquisitions, Contract Negotiation, Entrepreneurship, Franchising
Education
Roosevelt University 1995 — 1999
Bachelor's Degree, Specialized Sales, Merchandising and Marketing Operations
Joseph Diana's Edward Jones Experience January 2008 - February 2009
Job Offender Rehabilitation Coordinator at NYS Department of Corrections and Community Supervision/MidState Correctional
Industry Public Safety
Experience
NYS Department of Corrections and Community Supervision/Mid-State Correctional Facility April 2015 - Present
New York State Office of Mental Health January 2012 - Present
Nine Mile Firearms August 2011 - Present
Lincoln Investment January 2011 - January 2014
Edward Jones January 2008 - February 2009
The Hartford February 2002 - January 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Financial Analysis, Insurance, Risk Management, Finance, Analysis, Leadership, Data Analysis, Training, Banking
Education
Rollins College - Crummer Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Management Science and Marketing
Rollins College 1994 — 1997
Bachelor of Arts (B.A.), Psychology
NYS Department of Corrections and Community Supervision/Mid-State Correctional Facility April 2015 - Present
New York State Office of Mental Health January 2012 - Present
Nine Mile Firearms August 2011 - Present
Lincoln Investment January 2011 - January 2014
Edward Jones January 2008 - February 2009
The Hartford February 2002 - January 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Financial Analysis, Insurance, Risk Management, Finance, Analysis, Leadership, Data Analysis, Training, Banking
Education
Rollins College - Crummer Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Management Science and Marketing
Rollins College 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Kevin Schulte's Edward Jones Experience June 2014 - August 2014
Job Sales & Marketing Coordinator at EyeVerify
Industry Information Technology and Services
Experience
EyeVerify Inc. August 2014 - Present
Edward Jones June 2014 - August 2014
Nonprofit Leadership Alliance June 2013 - May 2014
Lanier Parking Solutions September 2012 - October 2013
Enterprise Rent-A-Car December 2010 - August 2012
YMCA of Greater St. Louis June 2007 - August 2010
Skills
Event Planning, Public Speaking, Social Media Marketing, Customer Service, HubSpot, PowerPoint, Facebook, Marketing, Team Leadership, Management, Website Development, Salesforce.com, Marketing Strategy, B2B Marketing, Strategic Communications, Dreamweaver, Nonprofits, Microsoft Word, Leadership, Social Media
Education
Rockhurst University 2010 — 2014
Bachelor's degree, Strategic Communication
University of Dayton 2011 — 2012
Bachelor's degree, Mass Communication/Media Studies
EyeVerify Inc. August 2014 - Present
Edward Jones June 2014 - August 2014
Nonprofit Leadership Alliance June 2013 - May 2014
Lanier Parking Solutions September 2012 - October 2013
Enterprise Rent-A-Car December 2010 - August 2012
YMCA of Greater St. Louis June 2007 - August 2010
Skills
Event Planning, Public Speaking, Social Media Marketing, Customer Service, HubSpot, PowerPoint, Facebook, Marketing, Team Leadership, Management, Website Development, Salesforce.com, Marketing Strategy, B2B Marketing, Strategic Communications, Dreamweaver, Nonprofits, Microsoft Word, Leadership, Social Media
Education
Rockhurst University 2010 — 2014
Bachelor's degree, Strategic Communication
University of Dayton 2011 — 2012
Bachelor's degree, Mass Communication/Media Studies
Elisa Chou Elisa Chou's Edward Jones Experience December 2014 - Present
Job Retirement Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Edward Jones April 2014 - December 2014
House of Wong October 2012 - August 2014
GDA Hockey October 2013 - April 2014
Edward Jones Family YMCA May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Teamwork, Customer Service, English, Time Management, Team Leadership, Social Media, Facebook, Sales, Management, Social Media Marketing, Microsoft Excel, Microsoft Word, Research, Twitter, Social Networking
Education
University of Missouri-Saint Louis 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Missouri-Columbia 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saint Louis Community College-Meramec 2009 — 2011
Associate of Arts (AA): Business Administration, Business Administration and Management, General
Edward Jones December 2014 - Present
Edward Jones April 2014 - December 2014
House of Wong October 2012 - August 2014
GDA Hockey October 2013 - April 2014
Edward Jones Family YMCA May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Teamwork, Customer Service, English, Time Management, Team Leadership, Social Media, Facebook, Sales, Management, Social Media Marketing, Microsoft Excel, Microsoft Word, Research, Twitter, Social Networking
Education
University of Missouri-Saint Louis 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Missouri-Columbia 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saint Louis Community College-Meramec 2009 — 2011
Associate of Arts (AA): Business Administration, Business Administration and Management, General
Asheley Kosinski Asheley Kosinski's Edward Jones Experience July 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Financial Services November 2008 - March 2015
Graphic Design September 2004 - November 2008
Skills
Marketing Management, Project Management, Communications..., Problem Solving, Manage Client..., Networking, Organizational Skills, Financial Recruiting, Screening Resumes, Life Insurance, Long Term Care Insurance, Disability Income...
Education
Rochester Institute of Technology 1999 — 2003
BFA, Graphic Design
Edward Jones July 2015 - Present
Financial Services November 2008 - March 2015
Graphic Design September 2004 - November 2008
Skills
Marketing Management, Project Management, Communications..., Problem Solving, Manage Client..., Networking, Organizational Skills, Financial Recruiting, Screening Resumes, Life Insurance, Long Term Care Insurance, Disability Income...
Education
Rochester Institute of Technology 1999 — 2003
BFA, Graphic Design
Jonathan Macias's Edward Jones Experience August 2011 - December 2012
Job Founder & Managing Partner at Macias Holdings, LLC
Industry Investment Management
Experience
Macias Holdings, LLC June 2012 - Present
Macias Realty Group January 2013 - Present
San Diego State University Alumni - Greater Los Angeles Chapter January 2012 - Present
Riordan Programs Alumni Association August 2013 - January 2014
Square-Enix 2011 - 2013
Edward Jones August 2011 - December 2012
Team Touche Fencing August 2008 - December 2010
Keller Williams Palos Verdes Realty October 2005 - June 2008
Skills
Microsoft Office, Lightroom, Google Apps, Visio, Martial Arts, Cloud Computing, HTML + CSS, Finance, Investment Properties, Marketing, Negotiation, HTML, Asset Managment, Investments, Leadership, Management, Entrepreneurship, Analysis, Asset Management, Start-ups, Training, Valuation, Business Strategy, Portfolio Management
Education
UCLA 2011 — 2013
Extension Program, Real Estate Certificate with Concentration in Investments, 3.83GPA
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows Program
San Diego State University-California State University 2008 — 2010
BSc, Business Administration
Ritsumeikan Asia Pacific University 2010 — 2010
Exchange, International Business
The Chinese University of Hong Kong 2009 — 2009
Exchange, Business Management
Santa Monica College 2005 — 2008
AA, Liberal Arts
Macias Holdings, LLC June 2012 - Present
Macias Realty Group January 2013 - Present
San Diego State University Alumni - Greater Los Angeles Chapter January 2012 - Present
Riordan Programs Alumni Association August 2013 - January 2014
Square-Enix 2011 - 2013
Edward Jones August 2011 - December 2012
Team Touche Fencing August 2008 - December 2010
Keller Williams Palos Verdes Realty October 2005 - June 2008
Skills
Microsoft Office, Lightroom, Google Apps, Visio, Martial Arts, Cloud Computing, HTML + CSS, Finance, Investment Properties, Marketing, Negotiation, HTML, Asset Managment, Investments, Leadership, Management, Entrepreneurship, Analysis, Asset Management, Start-ups, Training, Valuation, Business Strategy, Portfolio Management
Education
UCLA 2011 — 2013
Extension Program, Real Estate Certificate with Concentration in Investments, 3.83GPA
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows Program
San Diego State University-California State University 2008 — 2010
BSc, Business Administration
Ritsumeikan Asia Pacific University 2010 — 2010
Exchange, International Business
The Chinese University of Hong Kong 2009 — 2009
Exchange, Business Management
Santa Monica College 2005 — 2008
AA, Liberal Arts
Kitty Castillo Kitty Castillo's Edward Jones Experience December 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2011 - Present
Washington State Department of Corrections 2007 - 2009
Life Uniform 2007 - 2008
Unified Investigations & Sciences 1999 - 2004
Unified Investigations & Sciences 1999 - 2004
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Microsoft Publisher, Access, Accounting, Customer Service, Office Administration, Public Speaking, Spreadsheets, Insurance, Time Management, Leadership, Budgets, Event Planning, PowerPoint, Finance, Banking
Education
Riverside Community College 1964 — 1965
Edward Jones December 2011 - Present
Washington State Department of Corrections 2007 - 2009
Life Uniform 2007 - 2008
Unified Investigations & Sciences 1999 - 2004
Unified Investigations & Sciences 1999 - 2004
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Microsoft Publisher, Access, Accounting, Customer Service, Office Administration, Public Speaking, Spreadsheets, Insurance, Time Management, Leadership, Budgets, Event Planning, PowerPoint, Finance, Banking
Education
Riverside Community College 1964 — 1965
Kathleen Cimonetti Kathleen Cimonetti's Edward Jones Experience February 2015 - Present
Job BOA Edward Jones Investments
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Telerep April 2014 - February 2015
Dignan Group September 2013 - April 2014
Havas Edge September 2011 - January 2013
Havas Edge April 2009 - September 2011
Skills
Media Buying, Media Planning, Marketing, Advertising, Direct Response, Customer Service, Social Media, Facebook, Television, Marketing Strategy, Event Planning, Account Management, Microsoft Office, Management, Social Networking, Marketing Communications, Accounts Payable, QuickBooks, Microsoft Excel, Restaurant Management, Broadcast, Brand Development, Market Research, Team Building, Outlook, Leadership, Sales, Budgets, PowerPoint, Accounts Receivable
Education
Robert Morris University - Illinois 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.92
Edward Jones February 2015 - Present
Telerep April 2014 - February 2015
Dignan Group September 2013 - April 2014
Havas Edge September 2011 - January 2013
Havas Edge April 2009 - September 2011
Skills
Media Buying, Media Planning, Marketing, Advertising, Direct Response, Customer Service, Social Media, Facebook, Television, Marketing Strategy, Event Planning, Account Management, Microsoft Office, Management, Social Networking, Marketing Communications, Accounts Payable, QuickBooks, Microsoft Excel, Restaurant Management, Broadcast, Brand Development, Market Research, Team Building, Outlook, Leadership, Sales, Budgets, PowerPoint, Accounts Receivable
Education
Robert Morris University - Illinois 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.92
Kevin O'Fee Kevin O'Fee's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Melissa Vaughan's Edward Jones Experience April 2000 - May 2002
Job Sales & Customer Service Professional
Industry Consumer Services
Experience
Initials, Inc. May 2012 - Present
Edward Jones April 2000 - May 2002
Marriott International August 1994 - April 2000
Skills
Customer Service, Sales, Organization Skills, Reliability, Teamwork
Education
Saint Louis Community College-Florissant Valley
Initials, Inc. May 2012 - Present
Edward Jones April 2000 - May 2002
Marriott International August 1994 - April 2000
Skills
Customer Service, Sales, Organization Skills, Reliability, Teamwork
Education
Saint Louis Community College-Florissant Valley
Shelley Alwin Shelley Alwin's Edward Jones Experience January 2001 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Dr. Jerome Weiskop December 1999 - January 2001
Liberty Mutual Insurance May 1993 - December 1999
Kmart Corporation May 1984 - May 1993
Cherry Bowl Lanes August 1988 - March 1992
Education
Stateline Reiki 2015 — 2015
Reiki I & II
Rock Valley College 2011 — 2011
Rock Valley College
Associate's Degree, Marketing
Edward Jones January 2001 - Present
Dr. Jerome Weiskop December 1999 - January 2001
Liberty Mutual Insurance May 1993 - December 1999
Kmart Corporation May 1984 - May 1993
Cherry Bowl Lanes August 1988 - March 1992
Education
Stateline Reiki 2015 — 2015
Reiki I & II
Rock Valley College 2011 — 2011
Rock Valley College
Associate's Degree, Marketing
J.R. (Jennifer) Hock J.R. (Jennifer) Hock's Edward Jones Experience December 1995 - October 1998
Job Commercial Banking Officer at Grundy Bank
Industry Banking
Experience
Grundy Bank January 2009 - Present
First Trust October 1998 - January 2002
Edward Jones December 1995 - October 1998
Edward Jones March 1994 - December 1995
Skills
Customer Service, Marketing, Relationship Management, Deposits, Social Media, New Business Development, Social Media Marketing, IRAs, Microsoft Office, Sales, Market Research, Employee Training, Public Relations, New Product..., Team Building, Mobile Banking, CRM, Investments, Marketing Strategy, Training, Cash Management, Commercial Banking, Internet Banking
Education
Robert Morris University - Illinois 1992 — 1993
Associate's degree, Accounting and Computer Science
Grundy Bank January 2009 - Present
First Trust October 1998 - January 2002
Edward Jones December 1995 - October 1998
Edward Jones March 1994 - December 1995
Skills
Customer Service, Marketing, Relationship Management, Deposits, Social Media, New Business Development, Social Media Marketing, IRAs, Microsoft Office, Sales, Market Research, Employee Training, Public Relations, New Product..., Team Building, Mobile Banking, CRM, Investments, Marketing Strategy, Training, Cash Management, Commercial Banking, Internet Banking
Education
Robert Morris University - Illinois 1992 — 1993
Associate's degree, Accounting and Computer Science
Bill Adolph's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
GCG Financial March 2013 - December 2014
Edward Jones August 2012 - March 2013
SkyWire Media Inc. November 2011 - August 2012
Count Me In, LLC May 2001 - November 2011
CmiGaming March 2009 - March 2011
Skills
Management, Sales, Sales Management, Insurance, Finance, Employee Benefits, Financial Services, Time Management, Series 7, Securities, Credit, Health Insurance, Trade Shows, Account Management, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Microsoft Word, Business Development
Education
Roosevelt University
BA, Business Management
Edward Jones December 2014 - Present
GCG Financial March 2013 - December 2014
Edward Jones August 2012 - March 2013
SkyWire Media Inc. November 2011 - August 2012
Count Me In, LLC May 2001 - November 2011
CmiGaming March 2009 - March 2011
Skills
Management, Sales, Sales Management, Insurance, Finance, Employee Benefits, Financial Services, Time Management, Series 7, Securities, Credit, Health Insurance, Trade Shows, Account Management, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Microsoft Word, Business Development
Education
Roosevelt University
BA, Business Management
Susie L. Light Susie L. Light's Edward Jones Experience October 2002 - February 2005
Job Financial Services Representative, Senior Financial Planner at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
Rich Widmer Rich Widmer's Edward Jones Experience January 2005 - February 2007
Job TLM Application Consultant for Kronos Incorporated
Industry Computer Software
Experience
Kronos Incorporated May 2015 - Present
Major Insurance Co. October 2014 - April 2015
Charter Communications September 2011 - August 2014
TouchPoint Autism Services November 2008 - September 2011
Vee-Jay Cement Contracting Co., Inc. January 2008 - September 2008
Accounting Career Consultants August 2007 - October 2007
Washington University School of Medicine February 2007 - June 2007
Edward Jones January 2005 - February 2007
A.G. Edwards & Sons, Inc. September 1992 - February 2001
Skills
ADP Payroll, System Administration, Software Implementation, Payroll Administration, Process Improvement, Customer Service, Teamwork, Payroll, Customer Satisfaction, Troubleshooting, Outlook, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Social Media, Finance, Team Building, Time Management, Windows, Analysis, Sales, Employee Benefits, Strategic Planning, Accounting, Java
Education
Saint Louis Community College-Forest Park 1994 — 1995
Information Technology
Saint Louis Community College-Meramec 1986 — 1988
Business Administration and Management, General
Kronos Incorporated May 2015 - Present
Major Insurance Co. October 2014 - April 2015
Charter Communications September 2011 - August 2014
TouchPoint Autism Services November 2008 - September 2011
Vee-Jay Cement Contracting Co., Inc. January 2008 - September 2008
Accounting Career Consultants August 2007 - October 2007
Washington University School of Medicine February 2007 - June 2007
Edward Jones January 2005 - February 2007
A.G. Edwards & Sons, Inc. September 1992 - February 2001
Skills
ADP Payroll, System Administration, Software Implementation, Payroll Administration, Process Improvement, Customer Service, Teamwork, Payroll, Customer Satisfaction, Troubleshooting, Outlook, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Social Media, Finance, Team Building, Time Management, Windows, Analysis, Sales, Employee Benefits, Strategic Planning, Accounting, Java
Education
Saint Louis Community College-Forest Park 1994 — 1995
Information Technology
Saint Louis Community College-Meramec 1986 — 1988
Business Administration and Management, General
Alicia L's Edward Jones Experience April 2009 - January 2010
Job Contract Adminstrator at J.B. Steel, Inc.
Industry Construction
Experience
J.B. Steel, Inc. December 2014 - Present
ALL Creative Concepts November 2013 - January 2015
KOBI-TV, NBC5 June 2010 - October 2013
Edward Jones April 2009 - January 2010
KOBI-TV September 2004 - April 2009
KOBI-TV 2002 - 2004
KOBI-TV 1998 - 2002
Towbin Infiniti June 1998 - December 1998
Simon Property Group June 1997 - June 1998
United States Air Force May 1992 - December 1996
Skills
Public Speaking, Social Media, Marketing, Advertising, Event Management, Public Relations, Television, Sales, Broadcast, Media Buying, Social Media Marketing, Digital Media, Marketing Communications, Marketing Strategy, Online Advertising, New Business Development, Account Management, Strategic Planning, Sales Management, Media Relations, Customer Service, Fundraising, Photography, Video Production, Voiceovers, Event Planning, Microsoft Office
Education
National Career Readiness 2014 — 2014
Rogue Community College 2014 — 2014
Career Pathway Certificate- Adobe App Technician
Job Council- Medford, OR 2013 — 2013
University of Phoenix Online 2003 — 2007
Bachelor of Science
Eagle Point High School 1987 — 1991
J.B. Steel, Inc. December 2014 - Present
ALL Creative Concepts November 2013 - January 2015
KOBI-TV, NBC5 June 2010 - October 2013
Edward Jones April 2009 - January 2010
KOBI-TV September 2004 - April 2009
KOBI-TV 2002 - 2004
KOBI-TV 1998 - 2002
Towbin Infiniti June 1998 - December 1998
Simon Property Group June 1997 - June 1998
United States Air Force May 1992 - December 1996
Skills
Public Speaking, Social Media, Marketing, Advertising, Event Management, Public Relations, Television, Sales, Broadcast, Media Buying, Social Media Marketing, Digital Media, Marketing Communications, Marketing Strategy, Online Advertising, New Business Development, Account Management, Strategic Planning, Sales Management, Media Relations, Customer Service, Fundraising, Photography, Video Production, Voiceovers, Event Planning, Microsoft Office
Education
National Career Readiness 2014 — 2014
Rogue Community College 2014 — 2014
Career Pathway Certificate- Adobe App Technician
Job Council- Medford, OR 2013 — 2013
University of Phoenix Online 2003 — 2007
Bachelor of Science
Eagle Point High School 1987 — 1991
Thomas Loosbrock Thomas Loosbrock's Edward Jones Experience January 2013 - July 2013
Job at
Industry Financial Services
Experience
Edward Jones January 2013 - July 2013
Citi 2003 - December 2012
Pier 1 Imports 2001 - 2003
Barnes & Noble 1992 - 2001
Skills
Banking, Retail Banking, Financial Services, Loans, Credit Cards, Series 7, Finance, Call Centers, Customer Service, Management, Performance Management, Insurance, Commercial Lending
Education
St. Joseph's University 1988 — 1992
BA, Politics
Edward Jones January 2013 - July 2013
Citi 2003 - December 2012
Pier 1 Imports 2001 - 2003
Barnes & Noble 1992 - 2001
Skills
Banking, Retail Banking, Financial Services, Loans, Credit Cards, Series 7, Finance, Call Centers, Customer Service, Management, Performance Management, Insurance, Commercial Lending
Education
St. Joseph's University 1988 — 1992
BA, Politics
Ronald J. Scariano Ronald J. Scariano's Edward Jones Experience April 1980 - May 2009
Job Retired
Industry Investment Management
Experience
Self-employed June 2009 - Present
Edward Jones April 1980 - May 2009
CA School for the Deaf August 1971 - July 1973
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Program Management, Change Management, Project Management, Nonprofits, Teaching, Negotiation, Management, New Business Development, Healthcare, Marketing, Team Building, Banking, Sales, Account Management, Leadership, Mutual Funds, IRAs, Investments, Coaching, Entrepreneurship
Education
Oregon College of Education 1970 — 1971
Graduate Degree in, Special Education of the Deaf
Rocky Mountain College 1966 — 1970
Bachelor's degree, Business/Economics
Self-employed June 2009 - Present
Edward Jones April 1980 - May 2009
CA School for the Deaf August 1971 - July 1973
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Program Management, Change Management, Project Management, Nonprofits, Teaching, Negotiation, Management, New Business Development, Healthcare, Marketing, Team Building, Banking, Sales, Account Management, Leadership, Mutual Funds, IRAs, Investments, Coaching, Entrepreneurship
Education
Oregon College of Education 1970 — 1971
Graduate Degree in, Special Education of the Deaf
Rocky Mountain College 1966 — 1970
Bachelor's degree, Business/Economics
William Kelsey William Kelsey's Edward Jones Experience May 2009 - July 2010
Job Financial Center Manager II at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank October 2014 - Present
US Bank August 2010 - October 2014
Edward Jones May 2009 - July 2010
TCF Bank May 2007 - May 2009
Skills
Loans, Credit Analysis, Banking, Customer Service, Consumer Lending, Series 66, Series 7, Small Business Lending, Credit, PowerPoint, Mortgage, Retail Banking, Mutual Funds, Financial Planning, Inventory Management, Investments, Underwriting, Microsoft Office, Compliance, IRA's, Excel, Cash, Finance, Portfolio Management
Education
University of Colorado at Denver 2004 — 2007
Bachelors in Financial Management, Finance
Rock Valley College 2001 — 2003
Associates in Applied Science, Business
Fifth Third Bank October 2014 - Present
US Bank August 2010 - October 2014
Edward Jones May 2009 - July 2010
TCF Bank May 2007 - May 2009
Skills
Loans, Credit Analysis, Banking, Customer Service, Consumer Lending, Series 66, Series 7, Small Business Lending, Credit, PowerPoint, Mortgage, Retail Banking, Mutual Funds, Financial Planning, Inventory Management, Investments, Underwriting, Microsoft Office, Compliance, IRA's, Excel, Cash, Finance, Portfolio Management
Education
University of Colorado at Denver 2004 — 2007
Bachelors in Financial Management, Finance
Rock Valley College 2001 — 2003
Associates in Applied Science, Business
Cara Ward's Edward Jones Experience February 2012 - May 2013
Job Owner/Director at The Caterpillar Clubhouse
Industry Education Management
Experience
The Caterpillar Clubhouse May 2013 - Present
Edward Jones February 2012 - May 2013
UnitedHealth Group May 2011 - February 2012
La Petite Academy January 2011 - May 2011
Skills
Teaching, Early Childhood..., Curriculum Design, Curriculum Development, Lesson Planning, Childcare, Tutoring, Child Development, Educational Leadership, Customer Service, Public Speaking, Classroom Management
Education
Rockhurst University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2007 — 2011
Bachelor of Science in Health Administration
The Caterpillar Clubhouse May 2013 - Present
Edward Jones February 2012 - May 2013
UnitedHealth Group May 2011 - February 2012
La Petite Academy January 2011 - May 2011
Skills
Teaching, Early Childhood..., Curriculum Design, Curriculum Development, Lesson Planning, Childcare, Tutoring, Child Development, Educational Leadership, Customer Service, Public Speaking, Classroom Management
Education
Rockhurst University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2007 — 2011
Bachelor of Science in Health Administration
Jonathan Laundra CFP® Jonathan Laundra CFP®'s Edward Jones Experience March 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
A.G. Edwards October 2006 - March 2009
J.D. Laundra Foundations January 1997 - October 2006
Education
CFP© Board of Standards 2013 — 2013
CFP® Certified Financial Planner, Financial Planning
Walsh College of Accountancy and Business Administration 2005 — 2008
Master's degree, Finance and Financial Management Services
Saginaw Valley State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones March 2009 - Present
A.G. Edwards October 2006 - March 2009
J.D. Laundra Foundations January 1997 - October 2006
Education
CFP© Board of Standards 2013 — 2013
CFP® Certified Financial Planner, Financial Planning
Walsh College of Accountancy and Business Administration 2005 — 2008
Master's degree, Finance and Financial Management Services
Saginaw Valley State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Susan Koshbay's Edward Jones Experience May 2011 - Present
Job Business Office Admin at Edward Jones
Industry Banking
Experience
Edward Jones May 2011 - Present
Merit Property Management September 2010 - May 2011
Loehmann's October 2007 - November 2008
Bloomingdale's May 2006 - October 2007
First Independent Pictures May 2007 - August 2007
KSBR 88.5 Jazz fm January 2003 - May 2005
Allstate Insurance Company Steve Sherman's Agency January 2002 - May 2005
KSBR FM 2003 - 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Sales, Project Planning, Sales Management, Outlook, Event Planning, Microsoft Office, Social Media, Process Scheduler, PowerPoint, Social Networking, Finance, Social Media Marketing, Marketing, Management, Financial Analysis, Invoicing, Marketing Strategy, Accounting, Leadership, Budgets, Event Management, Account Management, Analysis, Human Resources, Public Speaking, Recruiting, Retail, Strategic Planning, Training
Education
California State University-Fullerton 2005 — 2007
Bachelor's degree, Communication and Media Studies
Saddleback College 2003 — 2005
AA, Communications
Edward Jones May 2011 - Present
Merit Property Management September 2010 - May 2011
Loehmann's October 2007 - November 2008
Bloomingdale's May 2006 - October 2007
First Independent Pictures May 2007 - August 2007
KSBR 88.5 Jazz fm January 2003 - May 2005
Allstate Insurance Company Steve Sherman's Agency January 2002 - May 2005
KSBR FM 2003 - 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Sales, Project Planning, Sales Management, Outlook, Event Planning, Microsoft Office, Social Media, Process Scheduler, PowerPoint, Social Networking, Finance, Social Media Marketing, Marketing, Management, Financial Analysis, Invoicing, Marketing Strategy, Accounting, Leadership, Budgets, Event Management, Account Management, Analysis, Human Resources, Public Speaking, Recruiting, Retail, Strategic Planning, Training
Education
California State University-Fullerton 2005 — 2007
Bachelor's degree, Communication and Media Studies
Saddleback College 2003 — 2005
AA, Communications
ROSEANN Romano ROSEANN Romano's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Concessions Ltd February 2011 - August 2012
ISI Group September 1991 - December 2010
Skills
Series 7, 55, 63. ..., Investments, Fixed Income, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1989
BA, Economics/Accounting
Edward Jones August 2012 - Present
Concessions Ltd February 2011 - August 2012
ISI Group September 1991 - December 2010
Skills
Series 7, 55, 63. ..., Investments, Fixed Income, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1989
BA, Economics/Accounting
Jim Sokolowski, MA, CPLP Jim Sokolowski, MA, CPLP's Edward Jones Experience December 2013 - Present
Job Director, Learning & Leadership Development
Industry Human Resources
Experience
Edward Jones December 2013 - Present
Savvis, a CenturyLink company July 2010 - December 2013
Ontario Systems January 2009 - July 2010
Insituform Technologies 2006 - 2009
Blockbuster 2005 - 2006
Firestone 2001 - 2005
Bridgestone / Firestone 1998 - 2001
Bridgestone / Firestone 1996 - 1998
US Army January 1993 - September 1996
Skills
Succession Planning, Talent Management, Performance Management, Organizational..., Leadership Development, Employee Relations, Instructional Design, Onboarding, Coaching, Executive Coaching, Organizational..., Employee Engagement, Team Building, Human Capital Management, Talent Development, Management Development, Mentoring, Performance Appraisal, Team Management, Career Development, Staff Development, Engagement, 360 Feedback, Training Delivery, E-Learning, Business Strategy, People Development, Training ROI, Change Management, Leadership, Personnel Management, Management, Program Management, Workforce Planning, Strategy, Strategic Planning, Talent Acquisition, Culture Change, Performance Improvement, Instructor-led Training, Blended Learning, HR Transformation, Executive Development, Learning Management..., Organizational Learning, Performance Consulting, Training, Executive Management, Workshop Facilitation, Organizational Design
Education
Roosevelt University 1999 — 2001
M.A., Organizational Development / Training
Southern Illinois University, Carbondale 1991 — 1993
B.S., Business Management
Southern Illinois University, Carbondale 1990 — 1991
A.A.S., Aviation Flight
Edward Jones December 2013 - Present
Savvis, a CenturyLink company July 2010 - December 2013
Ontario Systems January 2009 - July 2010
Insituform Technologies 2006 - 2009
Blockbuster 2005 - 2006
Firestone 2001 - 2005
Bridgestone / Firestone 1998 - 2001
Bridgestone / Firestone 1996 - 1998
US Army January 1993 - September 1996
Skills
Succession Planning, Talent Management, Performance Management, Organizational..., Leadership Development, Employee Relations, Instructional Design, Onboarding, Coaching, Executive Coaching, Organizational..., Employee Engagement, Team Building, Human Capital Management, Talent Development, Management Development, Mentoring, Performance Appraisal, Team Management, Career Development, Staff Development, Engagement, 360 Feedback, Training Delivery, E-Learning, Business Strategy, People Development, Training ROI, Change Management, Leadership, Personnel Management, Management, Program Management, Workforce Planning, Strategy, Strategic Planning, Talent Acquisition, Culture Change, Performance Improvement, Instructor-led Training, Blended Learning, HR Transformation, Executive Development, Learning Management..., Organizational Learning, Performance Consulting, Training, Executive Management, Workshop Facilitation, Organizational Design
Education
Roosevelt University 1999 — 2001
M.A., Organizational Development / Training
Southern Illinois University, Carbondale 1991 — 1993
B.S., Business Management
Southern Illinois University, Carbondale 1990 — 1991
A.A.S., Aviation Flight
Rick Heinrichs Rick Heinrichs's Edward Jones Experience February 2015 - Present
Job Productivity Consultant at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Frontenac Bank June 2012 - September 2014
Christian Brothers College High School July 2011 - June 2012
University of Missouri - St. Louis December 2009 - July 2011
RubinBrown LLP 2008 - 2009
St Louis Trust Company 2007 - 2008
A.G. Edwards Trust Company 1998 - 2007
Mercantile Trust Company 1991 - 1998
Skills
Financial Planning, Fundraising, Event Management, Customer Relations, Non-profits, Public Speaking, Event Planning, New Business Development, Investments, Budgets, Nonprofits, Management, Customer Service, Contract Negotiation, Risk Management, Strategic Planning, Leadership, Loans, Mergers & Acquisitions, Mortgage Lending, Accounting, Cash Management, Portfolio Management, Finance, Strategy, Analysis, Business Strategy, Strategic Financial..., Financial Analysis, Relationship Management, Retirement Planning, Credit, Loan Origination, Commercial Lending, Consumer Lending, Financial Advisory, Small Business Lending, Investment Properties, Commercial Banking, Refinance, Credit Analysis, Wealth Management, Mortgage Banking, Financial Services, Asset Management, Banking, Underwriting, Series 7, Small Business, Executive Management
Education
Rockhurst University 1979 — 1983
B.S.B.A., Business Management
Christian Brothers College High School 1975 — 1979
Edward Jones February 2015 - Present
Frontenac Bank June 2012 - September 2014
Christian Brothers College High School July 2011 - June 2012
University of Missouri - St. Louis December 2009 - July 2011
RubinBrown LLP 2008 - 2009
St Louis Trust Company 2007 - 2008
A.G. Edwards Trust Company 1998 - 2007
Mercantile Trust Company 1991 - 1998
Skills
Financial Planning, Fundraising, Event Management, Customer Relations, Non-profits, Public Speaking, Event Planning, New Business Development, Investments, Budgets, Nonprofits, Management, Customer Service, Contract Negotiation, Risk Management, Strategic Planning, Leadership, Loans, Mergers & Acquisitions, Mortgage Lending, Accounting, Cash Management, Portfolio Management, Finance, Strategy, Analysis, Business Strategy, Strategic Financial..., Financial Analysis, Relationship Management, Retirement Planning, Credit, Loan Origination, Commercial Lending, Consumer Lending, Financial Advisory, Small Business Lending, Investment Properties, Commercial Banking, Refinance, Credit Analysis, Wealth Management, Mortgage Banking, Financial Services, Asset Management, Banking, Underwriting, Series 7, Small Business, Executive Management
Education
Rockhurst University 1979 — 1983
B.S.B.A., Business Management
Christian Brothers College High School 1975 — 1979
Tony Mack, MBA's Edward Jones Experience 1993 - 1994
Job Chief Executive Officer at SCILEX Pharmaceuticals Inc.
Industry Pharmaceuticals
Experience
SCILEX Pharmaceuticals Inc. 2012 - Present
ProSolus Pharmaceuticals 2009 - 2015
EKR Therapeutics 2007 - 2009
Endo Pharmaceuticals 2004 - 2007
Purdue Pharma LP 1998 - 2004
Novartis 1994 - 1998
Edward Jones 1993 - 1994
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Commercialization, Product Launch, Strategy, Sales Effectiveness, Technology Transfer, FDA, Business Development, Cross-functional Team..., Managed Care, Market Access, GMP, R&D, Leadership, Drug Development, Dermatology, Sales Operations, Hospital Sales, Marketing, Regulatory Submissions, Cardiology, Biotechnology, Market Development, Life Sciences, Orthopedic, Market Planning, Regulatory Affairs, Product Marketing, Sales Force Development, Segmentation, Contract Manufacturing, Sales, Pharmaceuticals, Selling Skills, Pharmaceutics
Education
Saint Joseph's University - Erivan K. Haub School of Business
Executive MBA
Charter Oak State College
Bachelor of Science
Housatonic Community College
Associate's Degree
SCILEX Pharmaceuticals Inc. 2012 - Present
ProSolus Pharmaceuticals 2009 - 2015
EKR Therapeutics 2007 - 2009
Endo Pharmaceuticals 2004 - 2007
Purdue Pharma LP 1998 - 2004
Novartis 1994 - 1998
Edward Jones 1993 - 1994
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Commercialization, Product Launch, Strategy, Sales Effectiveness, Technology Transfer, FDA, Business Development, Cross-functional Team..., Managed Care, Market Access, GMP, R&D, Leadership, Drug Development, Dermatology, Sales Operations, Hospital Sales, Marketing, Regulatory Submissions, Cardiology, Biotechnology, Market Development, Life Sciences, Orthopedic, Market Planning, Regulatory Affairs, Product Marketing, Sales Force Development, Segmentation, Contract Manufacturing, Sales, Pharmaceuticals, Selling Skills, Pharmaceutics
Education
Saint Joseph's University - Erivan K. Haub School of Business
Executive MBA
Charter Oak State College
Bachelor of Science
Housatonic Community College
Associate's Degree
Graham Wright Graham Wright's Edward Jones Experience December 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Z103.5 FM Evanov Radio Group January 2012 - December 2014
Z103.5 FM - Evanov Radio Group January 2007 - January 2012
Performance Publications June 2003 - January 2007
Buy & Sell Newspaper March 2003 - June 2004
Skills
Advertising, Marketing Communications, Advertising Sales, Experiential Marketing, Digital Strategy, Integrated Marketing, Digital Marketing, Creative Development, Radio, Social Media Marketing, Account Management, Broadcast, Online Marketing, Brand Development, Strategic Partnerships, Facebook, Social Media, Marketing Strategy, New Business Development, Digital Media, Promotions, Online Advertising, Digital Media Sales, Creative Writing, Mobile Marketing, Broadcast Advertising, Media Strategy, Email Marketing, Outdoor Advertising, Mobile Advertising, Traditional Media, Campaign Optimization, Campaign Management, Interactive Advertising, Negotiation, Client Services, Radio Advertising, Sales
Education
Ryerson University 2004 — 2010
Business, Marketing
Seneca College of Applied Arts and Technology 2002 — 2003
Civil Engineering Technician Certificate
Malvern Collegiate Institute
Edward Jones December 2014 - Present
Z103.5 FM Evanov Radio Group January 2012 - December 2014
Z103.5 FM - Evanov Radio Group January 2007 - January 2012
Performance Publications June 2003 - January 2007
Buy & Sell Newspaper March 2003 - June 2004
Skills
Advertising, Marketing Communications, Advertising Sales, Experiential Marketing, Digital Strategy, Integrated Marketing, Digital Marketing, Creative Development, Radio, Social Media Marketing, Account Management, Broadcast, Online Marketing, Brand Development, Strategic Partnerships, Facebook, Social Media, Marketing Strategy, New Business Development, Digital Media, Promotions, Online Advertising, Digital Media Sales, Creative Writing, Mobile Marketing, Broadcast Advertising, Media Strategy, Email Marketing, Outdoor Advertising, Mobile Advertising, Traditional Media, Campaign Optimization, Campaign Management, Interactive Advertising, Negotiation, Client Services, Radio Advertising, Sales
Education
Ryerson University 2004 — 2010
Business, Marketing
Seneca College of Applied Arts and Technology 2002 — 2003
Civil Engineering Technician Certificate
Malvern Collegiate Institute
Christopher Maxwell's Edward Jones Experience March 2006 - January 2010
Job Professional & Community Leader
Industry Wholesale
Experience
Audubon Schools District January 2015 - Present
The Universal Life Church Monastery April 2013 - Present
Freelance Photographer June 2011 - Present
Burns Honda August 2014 - December 2014
EcReCon Inc. April 2012 - August 2014
PNC Investments May 2011 - April 2012
Images Furniture Warehouse October 2010 - May 2011
Equity Source Home Loans, LLC May 2010 - September 2010
Edward Jones March 2006 - January 2010
Film / TV Work / Entertainment April 2004 - March 2006
Skills
Sales Management, Team Building, Leadership, Sales, Public Relations, Customer Satisfaction, Marketing Communications, Public Speaking, New Business Development, Strategic Financial..., Entrepreneurship, Financial Advisory, Creative Problem Solving, Sales Finance, Creative Writing, Financial Sales, Marketing, Photography, Customer Service, Management, Marketing Strategy, Negotiation, Account Management, Strategic Planning, Social Media Marketing, Contract Negotiation, Event Management, Training, Social Media, Event Planning, Finance, Time Management, Sales Operations, Microsoft Office, Social Networking, Budgets, Business Development, Fundraising, Direct Sales, Advertising, Inventory Management, Editing
Education
Rowan University 1998 — 2000
B.A. Communication Studies—December 2000, Marketing, Advertising, Public Relations
Audubon Schools District January 2015 - Present
The Universal Life Church Monastery April 2013 - Present
Freelance Photographer June 2011 - Present
Burns Honda August 2014 - December 2014
EcReCon Inc. April 2012 - August 2014
PNC Investments May 2011 - April 2012
Images Furniture Warehouse October 2010 - May 2011
Equity Source Home Loans, LLC May 2010 - September 2010
Edward Jones March 2006 - January 2010
Film / TV Work / Entertainment April 2004 - March 2006
Skills
Sales Management, Team Building, Leadership, Sales, Public Relations, Customer Satisfaction, Marketing Communications, Public Speaking, New Business Development, Strategic Financial..., Entrepreneurship, Financial Advisory, Creative Problem Solving, Sales Finance, Creative Writing, Financial Sales, Marketing, Photography, Customer Service, Management, Marketing Strategy, Negotiation, Account Management, Strategic Planning, Social Media Marketing, Contract Negotiation, Event Management, Training, Social Media, Event Planning, Finance, Time Management, Sales Operations, Microsoft Office, Social Networking, Budgets, Business Development, Fundraising, Direct Sales, Advertising, Inventory Management, Editing
Education
Rowan University 1998 — 2000
B.A. Communication Studies—December 2000, Marketing, Advertising, Public Relations
Denise Ethington Denise Ethington's Edward Jones Experience October 2003 - July 2004
Job
Industry Public Policy
Experience
Columbia State Community College August 2012 - Present
State Farm August 2004 - June 2007
Edward Jones October 2003 - July 2004
Consulting4Biz, Inc. August 1998 - May 2003
Illinois Secretary of State May 1997 - August 1998
Illinois State Representative Raymond Poe January 1995 - May 1997
Illinois Environmental Protection Agency April 1994 - December 1994
Illinois Department of Energy and Natural Resources August 1991 - July 1993
Congressman John Porter June 1990 - August 1990
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, State Government, Governmental Affairs, Public Administration, Lobbying, PowerPoint, Public Policy, Policy Analysis, Political Campaigns, Windows, Research, Teaching, Public Speaking, Customer Service, Strategic Planning, Budgets, Outlook, Knowledge Management, Writing, Editing, Personal Finance, Securities, Politics, Policy
Education
Walden University 2008 — 2014
Doctor of Philosophy (PhD), Public Policy & Public Administration
Walden University 2008 — 2012
Master's degree, Public Administration
University of Illinois Springfield 1991 — 1998
Master's degree, Political Studies
Roosevelt University 1990 — 1990
Certificate, Paralegal
Western Illinois University 1986 — 1989
Bachelor's degree, English Language and Literature, General
Columbia State Community College August 2012 - Present
State Farm August 2004 - June 2007
Edward Jones October 2003 - July 2004
Consulting4Biz, Inc. August 1998 - May 2003
Illinois Secretary of State May 1997 - August 1998
Illinois State Representative Raymond Poe January 1995 - May 1997
Illinois Environmental Protection Agency April 1994 - December 1994
Illinois Department of Energy and Natural Resources August 1991 - July 1993
Congressman John Porter June 1990 - August 1990
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, State Government, Governmental Affairs, Public Administration, Lobbying, PowerPoint, Public Policy, Policy Analysis, Political Campaigns, Windows, Research, Teaching, Public Speaking, Customer Service, Strategic Planning, Budgets, Outlook, Knowledge Management, Writing, Editing, Personal Finance, Securities, Politics, Policy
Education
Walden University 2008 — 2014
Doctor of Philosophy (PhD), Public Policy & Public Administration
Walden University 2008 — 2012
Master's degree, Public Administration
University of Illinois Springfield 1991 — 1998
Master's degree, Political Studies
Roosevelt University 1990 — 1990
Certificate, Paralegal
Western Illinois University 1986 — 1989
Bachelor's degree, English Language and Literature, General
Rebekkah Espinosa Rebekkah Espinosa's Edward Jones Experience May 2015 - September 2015
Job at
Industry Financial Services
Experience
Toyota Financial Services September 2015 - Present
Edward Jones May 2015 - September 2015
UPS October 2013 - May 2015
Toronto Parking Authority June 2008 - November 2013
Skills
Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Team-oriented, Work Well Independently, Oral & Written..., Photoshop, Analysis, Teamwork, Data Entry, Leadership, Highly detail oriented, Research, Microsoft Office, Communication, Sales
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Toyota Financial Services September 2015 - Present
Edward Jones May 2015 - September 2015
UPS October 2013 - May 2015
Toronto Parking Authority June 2008 - November 2013
Skills
Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Team-oriented, Work Well Independently, Oral & Written..., Photoshop, Analysis, Teamwork, Data Entry, Leadership, Highly detail oriented, Research, Microsoft Office, Communication, Sales
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Sarah Mortimer, CHRL's Edward Jones Experience November 2003 - January 2004
Job AVP & Head of Talent Acquisition North America at Manulife
Industry Financial Services
Experience
Manulife April 2013 - Present
Manulife July 2008 - March 2013
PricewaterhouseCoopers September 2006 - June 2008
Manulife January 2006 - August 2006
IA Clarington February 2004 - December 2005
Edward Jones November 2003 - January 2004
Edward Jones November 2002 - October 2003
Sears May 2001 - November 2002
Sears May 1999 - April 2001
Skills
HR Policies, Succession Planning, HR Consulting, Financial Services, Onboarding, Workforce Planning, HRIS, Human Resources, Talent Management, Employee Relations, Performance Management, Employee Engagement, Recruiting, New Hire Orientations, Talent Acquisition, Compensation & Benefit, Leadership, Coaching, People Development, Canadian Securities..., Collaboration, Asset Managment, Workday, PeopleSoft, Organizational Design, Sourcing
Education
Canadian Securities Institute 2010 — 2011
Canadian Securities Course (CSC)
Ryerson University 1999 — 2001
Human Resources Management Certificate, Human Resources Management/Personnel Administration, General
University of Toronto 1994 — 1998
B.A., English - Minor in Spanish & French
Manulife April 2013 - Present
Manulife July 2008 - March 2013
PricewaterhouseCoopers September 2006 - June 2008
Manulife January 2006 - August 2006
IA Clarington February 2004 - December 2005
Edward Jones November 2003 - January 2004
Edward Jones November 2002 - October 2003
Sears May 2001 - November 2002
Sears May 1999 - April 2001
Skills
HR Policies, Succession Planning, HR Consulting, Financial Services, Onboarding, Workforce Planning, HRIS, Human Resources, Talent Management, Employee Relations, Performance Management, Employee Engagement, Recruiting, New Hire Orientations, Talent Acquisition, Compensation & Benefit, Leadership, Coaching, People Development, Canadian Securities..., Collaboration, Asset Managment, Workday, PeopleSoft, Organizational Design, Sourcing
Education
Canadian Securities Institute 2010 — 2011
Canadian Securities Course (CSC)
Ryerson University 1999 — 2001
Human Resources Management Certificate, Human Resources Management/Personnel Administration, General
University of Toronto 1994 — 1998
B.A., English - Minor in Spanish & French
Damon dePaolo Damon dePaolo's Edward Jones Experience February 2014 - Present
Job PeopleSoft DBA at Edward Jones
Industry Computer Software
Experience
Edward Jones February 2014 - Present
dePaolo Consulting June 2005 - Present
Boise State University August 2013 - August 2015
CoorsTek January 2013 - December 2013
University of Colorado May 2013 - October 2013
Kutztown University January 2013 - June 2013
HSBC February 2012 - December 2012
The Apollo Group November 2011 - February 2012
US/Nursing–Fastaff August 2011 - December 2011
Placer County December 2010 - December 2011
Skills
PeopleSoft, Oracle, Performance Tuning, Load Testing, Unix ad
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Operations Management
Rutgers University-New Brunswick 1989 — 1993
B.S, Civil Engineering
Edward Jones February 2014 - Present
dePaolo Consulting June 2005 - Present
Boise State University August 2013 - August 2015
CoorsTek January 2013 - December 2013
University of Colorado May 2013 - October 2013
Kutztown University January 2013 - June 2013
HSBC February 2012 - December 2012
The Apollo Group November 2011 - February 2012
US/Nursing–Fastaff August 2011 - December 2011
Placer County December 2010 - December 2011
Skills
PeopleSoft, Oracle, Performance Tuning, Load Testing, Unix ad
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Operations Management
Rutgers University-New Brunswick 1989 — 1993
B.S, Civil Engineering
Jean Arrowsmith's Edward Jones Experience July 2011 - March 2012
Job Director of Client Services at Marathon Financial
Industry Executive Office
Experience
Waddell and Reed Financial Advisors May 2012 - April 2013
Edward Jones July 2011 - March 2012
Consumer Credit Counseling Service of Rochester, Inc. August 2008 - April 2011
Citibank Student Loan Corporation July 2006 - August 2008
Consumer Credit Counseling Service of Rochester, Inc. March 1999 - July 2006
Citibank Student Loan Corporation March 1994 - November 1998
Arrowsmith Remodeling and Real Estate Development March 1989 - March 1994
Citibank Student Loan Corporation October 1986 - March 1989
Citibank (NYS) NA March 1980 - October 1986
Skills
Public Speaking, Customer Satisfaction, Insurance, Training, Coaching, Credit, Strategic Planning, Team Building, Strategic Financial..., Banking, Finance, Organizational..., Program Management, Performance Management, Process Improvement, Customer Service, Financial Planning, Leadership, Management, Nonprofits
Education
Rochester Institute of Technology 1981 — 1985
MBA, Business Administration
Skidmore College 1975 — 1979
BA, Economics
Waddell and Reed Financial Advisors May 2012 - April 2013
Edward Jones July 2011 - March 2012
Consumer Credit Counseling Service of Rochester, Inc. August 2008 - April 2011
Citibank Student Loan Corporation July 2006 - August 2008
Consumer Credit Counseling Service of Rochester, Inc. March 1999 - July 2006
Citibank Student Loan Corporation March 1994 - November 1998
Arrowsmith Remodeling and Real Estate Development March 1989 - March 1994
Citibank Student Loan Corporation October 1986 - March 1989
Citibank (NYS) NA March 1980 - October 1986
Skills
Public Speaking, Customer Satisfaction, Insurance, Training, Coaching, Credit, Strategic Planning, Team Building, Strategic Financial..., Banking, Finance, Organizational..., Program Management, Performance Management, Process Improvement, Customer Service, Financial Planning, Leadership, Management, Nonprofits
Education
Rochester Institute of Technology 1981 — 1985
MBA, Business Administration
Skidmore College 1975 — 1979
BA, Economics
Eilene Kondysar Eilene Kondysar's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Haley Buick GMC April 2014 - June 2014
State Farm April 2011 - August 2013
Innovative Financial Solutions LLC September 2009 - April 2013
Innovative Financial Solutions LLC February 2009 - April 2013
BNI Virginia Peninsula September 2009 - April 2011
JoeM Enterprises September 2004 - May 2009
Bankers Life and Casualty Company August 2001 - August 2002
Skills
Sellers, Marketing, Entrepreneurship, Credit, Leadership, Training, New Business Development, Negotiation, Advertising, Management, Small Business, Loans, Leadership Development, Marketing Strategy, Sales, Customer Service, Strategic Planning, Team Building, Public Speaking, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, PSYCHOLOGY
The Millbrook School
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Edward Jones July 2014 - Present
Haley Buick GMC April 2014 - June 2014
State Farm April 2011 - August 2013
Innovative Financial Solutions LLC September 2009 - April 2013
Innovative Financial Solutions LLC February 2009 - April 2013
BNI Virginia Peninsula September 2009 - April 2011
JoeM Enterprises September 2004 - May 2009
Bankers Life and Casualty Company August 2001 - August 2002
Skills
Sellers, Marketing, Entrepreneurship, Credit, Leadership, Training, New Business Development, Negotiation, Advertising, Management, Small Business, Loans, Leadership Development, Marketing Strategy, Sales, Customer Service, Strategic Planning, Team Building, Public Speaking, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, PSYCHOLOGY
The Millbrook School
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Matt Byrd Matt Byrd's Edward Jones Experience August 2002 - October 2003
Job Institutional Account Specialist at Pfizer
Industry Pharmaceuticals
Experience
Pfizer January 2015 - Present
Pfizer Pharmaceuticals January 2011 - December 2014
Pfizer Pharmaceuticals January 2006 - December 2010
Smith Barney October 2003 - January 2006
Edward Jones August 2002 - October 2003
Skills
Cardiology, Product Launch, Urology, Healthcare, Endocrinology, Neurology, Sales, Selling, OB/GYN, Strategic Planning, Project Management, Healthcare Information..., Pulmonology, Cross-functional Team..., Sales Operations, Psychiatry, Primary Care, Internal Medicine, Orthopedic, Pain Management, Social Media, Communication, Problem Solving, Analysis, Cross-functional..., Sales Process, Sales Analysis, Sales Effectiveness, Customer Satisfaction, Customer Engagement, Hospital Sales, Collaborative Problem..., Interdisciplinary..., Cross-functional..., Collaborative Leadership
Education
University of Illinois at Chicago 2012 — 2015
Master's degree, Health Informatics, 4.0
Xavier University 1998 — 2002
Business, Finance, Information Systems, 3.45
Richmond, The American International University in London 2000 — 2000
Oakwood High School 1994 — 1998
Pfizer January 2015 - Present
Pfizer Pharmaceuticals January 2011 - December 2014
Pfizer Pharmaceuticals January 2006 - December 2010
Smith Barney October 2003 - January 2006
Edward Jones August 2002 - October 2003
Skills
Cardiology, Product Launch, Urology, Healthcare, Endocrinology, Neurology, Sales, Selling, OB/GYN, Strategic Planning, Project Management, Healthcare Information..., Pulmonology, Cross-functional Team..., Sales Operations, Psychiatry, Primary Care, Internal Medicine, Orthopedic, Pain Management, Social Media, Communication, Problem Solving, Analysis, Cross-functional..., Sales Process, Sales Analysis, Sales Effectiveness, Customer Satisfaction, Customer Engagement, Hospital Sales, Collaborative Problem..., Interdisciplinary..., Cross-functional..., Collaborative Leadership
Education
University of Illinois at Chicago 2012 — 2015
Master's degree, Health Informatics, 4.0
Xavier University 1998 — 2002
Business, Finance, Information Systems, 3.45
Richmond, The American International University in London 2000 — 2000
Oakwood High School 1994 — 1998
Daniel Morris Daniel Morris's Edward Jones Experience August 2013 - December 2013
Job Investment Specialist at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge January 2015 - Present
CDW May 2014 - October 2014
Edward Jones August 2013 - December 2013
Verizon Wireless October 2009 - August 2013
Skills
Sales, Solution Selling, Direct Sales, Cloud Computing, Account Management, Sales Process, Sales Management, Leadership, Cisco Technologies, Series 7, Series 63, Finance, Apple, Cisco
Education
Rio Salado College 2014 — 2015
Accounting and Finance
Safford High School 2003 — 2007
High School Diploma
Merrill Edge January 2015 - Present
CDW May 2014 - October 2014
Edward Jones August 2013 - December 2013
Verizon Wireless October 2009 - August 2013
Skills
Sales, Solution Selling, Direct Sales, Cloud Computing, Account Management, Sales Process, Sales Management, Leadership, Cisco Technologies, Series 7, Series 63, Finance, Apple, Cisco
Education
Rio Salado College 2014 — 2015
Accounting and Finance
Safford High School 2003 — 2007
High School Diploma
Joseph Herne Joseph Herne's Edward Jones Experience November 2009 - January 2010
Job Senior Accounting Clerk at DresserRand
Industry Accounting
Experience
Dresser-Rand Company March 2012 - Present
Paychex October 2010 - March 2012
Edward Jones November 2009 - January 2010
Roberts Wesleyan College August 2008 - June 2009
B. Thomas Golisano Library April 2008 - March 2009
Dresser, Inc. 2008 - 2008
Skills
Accounting, Problem Solving, Microsoft Office, Excel, Access, Human Relations, Interpersonal Skills, Organizing, Customer Service, Word, Highly Analytical, Meeting Deadlines, Staff Training, Computer Literate, Outlook, PowerPoint, PowerPoint skills, Presenting Ideas, Prioritization, Goal Oriented, Writing, Escalation, Data Entry, Microsoft Word, People Skills, Analytical Skills, Microsoft Excel, Leadership, Social Skills, General Ledger, Account Reconciliation, Organization &..., Financial Accounting, Accounts Receivable, Finance, Journal Entries, Financial Analysis, Budgets, Bookkeeping
Education
Roberts Wesleyan College 2006 — 2009
Bachelors of Science, Accounting & Information Management, 3.4
Dresser-Rand Company March 2012 - Present
Paychex October 2010 - March 2012
Edward Jones November 2009 - January 2010
Roberts Wesleyan College August 2008 - June 2009
B. Thomas Golisano Library April 2008 - March 2009
Dresser, Inc. 2008 - 2008
Skills
Accounting, Problem Solving, Microsoft Office, Excel, Access, Human Relations, Interpersonal Skills, Organizing, Customer Service, Word, Highly Analytical, Meeting Deadlines, Staff Training, Computer Literate, Outlook, PowerPoint, PowerPoint skills, Presenting Ideas, Prioritization, Goal Oriented, Writing, Escalation, Data Entry, Microsoft Word, People Skills, Analytical Skills, Microsoft Excel, Leadership, Social Skills, General Ledger, Account Reconciliation, Organization &..., Financial Accounting, Accounts Receivable, Finance, Journal Entries, Financial Analysis, Budgets, Bookkeeping
Education
Roberts Wesleyan College 2006 — 2009
Bachelors of Science, Accounting & Information Management, 3.4
Chad E. Henry, AAMS®, CFP® Chad E. Henry, AAMS®, CFP®'s Edward Jones Experience June 2002 - August 2005
Job Senior Vice President & Financial Wealth Consultant with Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC June 2011 - Present
Robert W. Baird & Co. November 2008 - May 2011
H&R Block Financial Advisors August 2005 - November 2008
Edward Jones June 2002 - August 2005
Education
Western Illinois University 1994 — 1997
Bachelor of Science, LEJA & Business
Rock Valley College 1992 — 1994
Associate of Science, Criminal Justice
Upstream Investment Partners, LLC June 2011 - Present
Robert W. Baird & Co. November 2008 - May 2011
H&R Block Financial Advisors August 2005 - November 2008
Edward Jones June 2002 - August 2005
Education
Western Illinois University 1994 — 1997
Bachelor of Science, LEJA & Business
Rock Valley College 1992 — 1994
Associate of Science, Criminal Justice
Cody Forehand Cody Forehand's Edward Jones Experience May 2012 - January 2014
Job Institutional Wealth Management
Industry Financial Services
Experience
Bank of Oklahoma January 2014 - Present
Edward Jones May 2012 - January 2014
BMI Systems January 2011 - January 2012
Edward Jones July 2010 - December 2010
Skills
Leadership, Management, Strategy, Team Leadership, Marketing, Selling, Solution Selling, Coaching, Negotiation, Training, Customer Service, Financial Analysis, Investments, Operations Management, Finance, Banking, Integration, Teamwork, Account Management, Sales Process, Sales
Education
Oklahoma State University - Spears School of Business 2008 — 2010
Bachelor of Finance/Management, Finance & Business Administration and Management, General
Rose State College 2005 — 2008
Associate, Liberal Studies, Business
Bank of Oklahoma January 2014 - Present
Edward Jones May 2012 - January 2014
BMI Systems January 2011 - January 2012
Edward Jones July 2010 - December 2010
Skills
Leadership, Management, Strategy, Team Leadership, Marketing, Selling, Solution Selling, Coaching, Negotiation, Training, Customer Service, Financial Analysis, Investments, Operations Management, Finance, Banking, Integration, Teamwork, Account Management, Sales Process, Sales
Education
Oklahoma State University - Spears School of Business 2008 — 2010
Bachelor of Finance/Management, Finance & Business Administration and Management, General
Rose State College 2005 — 2008
Associate, Liberal Studies, Business
Cory Bulemore's Edward Jones Experience 2013 - 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - 2015
Associated Bank September 2012 - 2013
Menards February 2011 - July 2012
American Income Life March 2010 - October 2010
Skills
Banking, Retail Banking, Personal Banking, Cross Selling
Education
Saginaw Valley State University 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Edward Jones 2013 - 2015
Associated Bank September 2012 - 2013
Menards February 2011 - July 2012
American Income Life March 2010 - October 2010
Skills
Banking, Retail Banking, Personal Banking, Cross Selling
Education
Saginaw Valley State University 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Josina Stagliano Josina Stagliano's Edward Jones Experience September 2010 - November 2011
Job A.V.P Trust Administrative Officer at US Trust
Industry Financial Services
Experience
US Trust Bank Of America November 2011 - Present
Edward Jones September 2010 - November 2011
Genesee Valley Trust Company June 2004 - February 2010
M&T Bank 1997 - 2004
Fleet Investment Services ( Bank of America) October 1973 - November 1992
Skills
Employee Benefits, Investments
Education
CEBS Program
Rochester Institute of Technology
Participated in the Management Degree Program for Business Administration
US Trust Bank Of America November 2011 - Present
Edward Jones September 2010 - November 2011
Genesee Valley Trust Company June 2004 - February 2010
M&T Bank 1997 - 2004
Fleet Investment Services ( Bank of America) October 1973 - November 1992
Skills
Employee Benefits, Investments
Education
CEBS Program
Rochester Institute of Technology
Participated in the Management Degree Program for Business Administration
Jaime Rodriguez MBA Jaime Rodriguez MBA's Edward Jones Experience October 2013 - Present
Job Financial Analyst
Industry Information Services
Experience
Edward Jones October 2013 - Present
FLACO January 2012 - March 2013
Confidential 2013 - 2013
Starbucks Coffee Company December 2002 - November 2006
Starbucks Coffee Company 2005 - 2006
The Uniform Code Council December 1995 - October 2002
SeaLand Service June 1975 - October 1995
US Navy August 1960 - June 1969
Skills
Supply Chain, Supply Chain Management, Process Improvement, Inventory Management, Customer Relations, Inventory Control, CRM, Customer Service, SAP, Management, ERP, Operations Management, Business Process..., Forecasting, Training, Recruiting, Project Planning, Manufacturing, Cross-functional Team..., Retail, Continuous Improvement, Risk Management, Project Management, Access, Quality Assurance, Strategic Planning, Leadership, Operational Excellence, Logistics, New Business Development, Business Strategy, Management Consulting, Competitive Analysis, Marketing Strategy, Team Leadership, Purchasing, Negotiation, Vendor Management, Sales, Team Building, PowerPoint, Team Management, Sourcing, Product Development, Account Management, Procurement, Microsoft Office, RFID+, Sales Operations, Product Management
Education
University of Phoenix 2007 — 2009
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1975 — 1978
BA, Accounting
Long Branch High 1955 — 1959
High School
Edward Jones October 2013 - Present
FLACO January 2012 - March 2013
Confidential 2013 - 2013
Starbucks Coffee Company December 2002 - November 2006
Starbucks Coffee Company 2005 - 2006
The Uniform Code Council December 1995 - October 2002
SeaLand Service June 1975 - October 1995
US Navy August 1960 - June 1969
Skills
Supply Chain, Supply Chain Management, Process Improvement, Inventory Management, Customer Relations, Inventory Control, CRM, Customer Service, SAP, Management, ERP, Operations Management, Business Process..., Forecasting, Training, Recruiting, Project Planning, Manufacturing, Cross-functional Team..., Retail, Continuous Improvement, Risk Management, Project Management, Access, Quality Assurance, Strategic Planning, Leadership, Operational Excellence, Logistics, New Business Development, Business Strategy, Management Consulting, Competitive Analysis, Marketing Strategy, Team Leadership, Purchasing, Negotiation, Vendor Management, Sales, Team Building, PowerPoint, Team Management, Sourcing, Product Development, Account Management, Procurement, Microsoft Office, RFID+, Sales Operations, Product Management
Education
University of Phoenix 2007 — 2009
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1975 — 1978
BA, Accounting
Long Branch High 1955 — 1959
High School
Jack Salvato, MS, MBA Jack Salvato, MS, MBA's Edward Jones Experience June 2006 - May 2007
Job President, Member at Salvato & Associates, LLC
Industry Management Consulting
Experience
Salvato & Associates, LLC October 2007 - Present
Upper Arlington Chamber of Commerce January 2012 - February 2014
Edward Jones June 2006 - May 2007
Amerprise Financial March 2003 - March 2006
Mansfield Plumbing Products June 1996 - July 1999
Scriptel Corporation 1994 - 1997
Abbott Laboratories July 1987 - December 1994
TechAmerica 1975 - 1979
TechAmerica 1972 - 1976
Skills
Executive Management, New Product Ideation, Profitability Analysis, New Business Development, Life Sciences, Creative Problem Solving, Market Research, Priority Management, Management Consulting, Interim Management, Strategic Planning, Business Planning, Entrepreneur, Small Business, Leadership Development, Business Strategy, Fundraising, Marketing Strategy, Financial Planning, Entrepreneurship, Trusted Business Advisor, Strategic Financial..., Product Development, Training, Sales, Management, Team Building, Sales Management, Advertising, Start-ups, CO-PA, Lifesciences, Strategy, Negotiation, Business Development, Marketing, Account Management, Budgets, Selling, Contract Negotiation, Analysis, B2B, Market Analysis, Sales Process, Direct Sales, Project Management, Finance, Public Speaking, Mergers & Acquisitions, Investments
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Marketing
University of Missouri-Kansas City 1967 — 1972
MS, Biology
Rockhurst University 1962 — 1967
AB, Chemistry
Bishop Ward High School 1958 — 1962
St Patrick Elementary 1954 — 1958
I graduated from 8th grade, Homework
Salvato & Associates, LLC October 2007 - Present
Upper Arlington Chamber of Commerce January 2012 - February 2014
Edward Jones June 2006 - May 2007
Amerprise Financial March 2003 - March 2006
Mansfield Plumbing Products June 1996 - July 1999
Scriptel Corporation 1994 - 1997
Abbott Laboratories July 1987 - December 1994
TechAmerica 1975 - 1979
TechAmerica 1972 - 1976
Skills
Executive Management, New Product Ideation, Profitability Analysis, New Business Development, Life Sciences, Creative Problem Solving, Market Research, Priority Management, Management Consulting, Interim Management, Strategic Planning, Business Planning, Entrepreneur, Small Business, Leadership Development, Business Strategy, Fundraising, Marketing Strategy, Financial Planning, Entrepreneurship, Trusted Business Advisor, Strategic Financial..., Product Development, Training, Sales, Management, Team Building, Sales Management, Advertising, Start-ups, CO-PA, Lifesciences, Strategy, Negotiation, Business Development, Marketing, Account Management, Budgets, Selling, Contract Negotiation, Analysis, B2B, Market Analysis, Sales Process, Direct Sales, Project Management, Finance, Public Speaking, Mergers & Acquisitions, Investments
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Marketing
University of Missouri-Kansas City 1967 — 1972
MS, Biology
Rockhurst University 1962 — 1967
AB, Chemistry
Bishop Ward High School 1958 — 1962
St Patrick Elementary 1954 — 1958
I graduated from 8th grade, Homework
Theresa Larson Theresa Larson's Edward Jones Experience 2003 - 2012
Job Business Administration Professional
Industry Financial Services
Experience
Culligan July 2012 - Present
Edward Jones 2003 - 2012
Ameriprise Financial Services, Inc. June 2000 - April 2003
Education
Riverland Community College 1989 — 1990
1 yr program, Legal Administrative Assistant/Secretary
Culligan July 2012 - Present
Edward Jones 2003 - 2012
Ameriprise Financial Services, Inc. June 2000 - April 2003
Education
Riverland Community College 1989 — 1990
1 yr program, Legal Administrative Assistant/Secretary
Fadi Hajjaj Fadi Hajjaj's Edward Jones Experience May 2015 - Present
Job Product Manager
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Edward Jones January 2013 - May 2015
CIBC November 2011 - January 2013
BMO Nesbitt Burns June 2011 - October 2011
Skills
Financial Analysis, Market Research, Time Management, Business Analysis, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Research, Leadership, Strategic Financial..., Financial Modeling
Education
Ryerson University 2006 — 2011
BComm, Finance Major with Accounting focus
Edward Jones May 2015 - Present
Edward Jones January 2013 - May 2015
CIBC November 2011 - January 2013
BMO Nesbitt Burns June 2011 - October 2011
Skills
Financial Analysis, Market Research, Time Management, Business Analysis, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Research, Leadership, Strategic Financial..., Financial Modeling
Education
Ryerson University 2006 — 2011
BComm, Finance Major with Accounting focus
Laura Perry Laura Perry's Edward Jones Experience April 2002 - September 2005
Job Agriculturist
Industry Farming
Experience
Self-employed January 2006 - Present
Edward Jones April 2002 - September 2005
City of Owasso January 2000 - January 2002
Skills
Customer Service, Marketing, Strategic Planning, Budgets, Advertising, Agriculture, Business Strategy, Management, Animal Care, Negotiation, New Business Development, Photography, Public Speaking, Sales, Animal Nutrition, Bookkeeping, Business Law, Consumer Demand, Airline Booking &..., Air Travel, Farming & Ranching, Genetic Research, Geography, Product Quality, Project Management, Quickbooks, Small Business..., Travel Coordination, Veterinary Care, Website Design and...
Education
Rogers State University 1998 — 2000
Associate of Arts and Sciences (AAS), Business Management
Oologah High School 1986 — 1990
High School Diploma, Business
Self-employed January 2006 - Present
Edward Jones April 2002 - September 2005
City of Owasso January 2000 - January 2002
Skills
Customer Service, Marketing, Strategic Planning, Budgets, Advertising, Agriculture, Business Strategy, Management, Animal Care, Negotiation, New Business Development, Photography, Public Speaking, Sales, Animal Nutrition, Bookkeeping, Business Law, Consumer Demand, Airline Booking &..., Air Travel, Farming & Ranching, Genetic Research, Geography, Product Quality, Project Management, Quickbooks, Small Business..., Travel Coordination, Veterinary Care, Website Design and...
Education
Rogers State University 1998 — 2000
Associate of Arts and Sciences (AAS), Business Management
Oologah High School 1986 — 1990
High School Diploma, Business
Lynn Izzard's Edward Jones Experience 2014 - Present
Job Director Marketing & Design
Industry Marketing and Advertising
Experience
Edward Jones 2014 - Present
Lynn Izzard Studios 2010 - Present
lookatme design co. 2001 - Present
Burlington Christian Academy 2009 - 2015
JAN Kelley Marketing June 2008 - January 2009
Advance Printing 1998 - 2001
Direct Access Marketing 1997 - 1998
Bergman Graphics April 1996 - March 1997
Corel Corporation 1994 - 1995
Skills
Graphic Design, Creative Writer, Business Management, Art Direction, Print, Advertising, Negotiation, Logo Design, Photoshop, Illustrator, Adobe Creative Suite, Typography, Contract Negotiation, Corporate Identity, Business Strategy, Customer Relations, InDesign, Purchasing, Brochures, Layout, Strategic Planning, Budgeting, Posters, Graphics, Packaging, Creative Direction, Sales Management, Logos, Team Building, Problem Solving, Retouching, Copywriting, Account Management, QuarkXPress, Marketing, Social Media Marketing, Pre-press
Education
Ryerson University 1992 — 1996
Bachelor of Technology, Graphic Communications Management
Edward Jones 2014 - Present
Lynn Izzard Studios 2010 - Present
lookatme design co. 2001 - Present
Burlington Christian Academy 2009 - 2015
JAN Kelley Marketing June 2008 - January 2009
Advance Printing 1998 - 2001
Direct Access Marketing 1997 - 1998
Bergman Graphics April 1996 - March 1997
Corel Corporation 1994 - 1995
Skills
Graphic Design, Creative Writer, Business Management, Art Direction, Print, Advertising, Negotiation, Logo Design, Photoshop, Illustrator, Adobe Creative Suite, Typography, Contract Negotiation, Corporate Identity, Business Strategy, Customer Relations, InDesign, Purchasing, Brochures, Layout, Strategic Planning, Budgeting, Posters, Graphics, Packaging, Creative Direction, Sales Management, Logos, Team Building, Problem Solving, Retouching, Copywriting, Account Management, QuarkXPress, Marketing, Social Media Marketing, Pre-press
Education
Ryerson University 1992 — 1996
Bachelor of Technology, Graphic Communications Management
Sahaj Patel Sahaj Patel's Edward Jones Experience February 2012 - July 2012
Job Corporate Sales Trainer at NRG Home Solar
Industry Renewables & Environment
Experience
NRG Home Solar April 2015 - Present
NRG Home Solar February 2015 - June 2015
NRG Home Solar May 2014 - February 2015
Brooks Brothers July 2013 - January 2014
Edward Jones February 2012 - July 2012
Edward Jones November 2011 - February 2012
Edward Jones September 2011 - February 2012
Edward Jones July 2011 - February 2012
Mexx Canada June 2010 - August 2011
Skills
Marketing, Leadership, Sales, Teamwork, Strategic Planning, Management, Customer Service, Positive attitude and..., Multilingual, Natural leadership..., Training, Public Speaking, Business Development, Retail, Analysis, Microsoft Office, Entrepreneurship, Strong organizational..., Excellent team player, Ability to work under..., Mac/PC proficient, Microsoft Excel, Time Management
Education
Ryerson University 2007 — 2011
Bachelors of Commerce, Marketing
Canadian Securities Institute (CSI)
Canadian Securities Course (CSC)
MDHS
NRG Home Solar April 2015 - Present
NRG Home Solar February 2015 - June 2015
NRG Home Solar May 2014 - February 2015
Brooks Brothers July 2013 - January 2014
Edward Jones February 2012 - July 2012
Edward Jones November 2011 - February 2012
Edward Jones September 2011 - February 2012
Edward Jones July 2011 - February 2012
Mexx Canada June 2010 - August 2011
Skills
Marketing, Leadership, Sales, Teamwork, Strategic Planning, Management, Customer Service, Positive attitude and..., Multilingual, Natural leadership..., Training, Public Speaking, Business Development, Retail, Analysis, Microsoft Office, Entrepreneurship, Strong organizational..., Excellent team player, Ability to work under..., Mac/PC proficient, Microsoft Excel, Time Management
Education
Ryerson University 2007 — 2011
Bachelors of Commerce, Marketing
Canadian Securities Institute (CSI)
Canadian Securities Course (CSC)
MDHS
Charles Speer, AAMS Charles Speer, AAMS's Edward Jones Experience September 2000 - August 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones September 2000 - August 2011
George S. May International April 2000 - September 2000
Merrill Lynch & Co., Inc. August 1998 - April 2000
Morgan Stanley Dean Witter November 1995 - August 1998
The DuBois Press / Cohber Press Inc. September 1979 - November 1995
Education
Rochester Institute of Technology 1975 — 1979
BS, Business Administration, Marketing, Finance
Eastridge High School 1971 — 1975
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones September 2000 - August 2011
George S. May International April 2000 - September 2000
Merrill Lynch & Co., Inc. August 1998 - April 2000
Morgan Stanley Dean Witter November 1995 - August 1998
The DuBois Press / Cohber Press Inc. September 1979 - November 1995
Education
Rochester Institute of Technology 1975 — 1979
BS, Business Administration, Marketing, Finance
Eastridge High School 1971 — 1975
Jerry Fuller CFP®, MBA Jerry Fuller CFP®, MBA's Edward Jones Experience August 1999 - March 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Wachovia Securities Financial Network January 2008 - June 2009
A.G. Edwards March 2005 - January 2008
Edward Jones August 1999 - March 2005
Education
Rockhurst University 1980 — 1982
MBA, Executive Fellows
University of Missouri-Columbia 1970 — 1973
Masters of Science, Civil Engineering
University of Missouri-Rolla 1965 — 1969
Bachelors of Science, Civil Engineering
NKC High School
Ameriprise Financial Services, Inc. June 2009 - Present
Wachovia Securities Financial Network January 2008 - June 2009
A.G. Edwards March 2005 - January 2008
Edward Jones August 1999 - March 2005
Education
Rockhurst University 1980 — 1982
MBA, Executive Fellows
University of Missouri-Columbia 1970 — 1973
Masters of Science, Civil Engineering
University of Missouri-Rolla 1965 — 1969
Bachelors of Science, Civil Engineering
NKC High School
Gene Kelly Barner Gene Kelly Barner's Edward Jones Experience February 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2003 - Present
AXA Advisors October 2006 - April 2010
Edward Jones Investments February 2003 - October 2006
US Navy June 1995 - February 2003
United States Navy 1996 - 2003
Skills
Retirement Planning, Protection, Financial Planning, Annuities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Saint Leo University 1992 — 1995
Baccalureate, Business Administration
Edward Jones February 2003 - Present
AXA Advisors October 2006 - April 2010
Edward Jones Investments February 2003 - October 2006
US Navy June 1995 - February 2003
United States Navy 1996 - 2003
Skills
Retirement Planning, Protection, Financial Planning, Annuities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Saint Leo University 1992 — 1995
Baccalureate, Business Administration
Michael Gsellmeier Michael Gsellmeier's Edward Jones Experience September 2003 - September 2005
Job Vice President at First American Healthcare Finance
Industry Financial Services
Experience
First American Healthcare Finance December 2009 - Present
JP Morgan Chase October 2005 - November 2009
Edward Jones September 2003 - September 2005
Skills
Finance, Healthcare, Relationship Management, New Business Development, Public Speaking, Financial Analysis, Budgets, Fixed Income, Commercial Lending, Strategic Planning, Sales, Asset Management, Business Development, Business Analysis, Cash Management, Customer Service, Investments, Leadership, Management, Insurance
Education
Rochester Institute of Technology 2000 — 2003
Bachelors of Science, Finance
West Irondequoit
First American Healthcare Finance December 2009 - Present
JP Morgan Chase October 2005 - November 2009
Edward Jones September 2003 - September 2005
Skills
Finance, Healthcare, Relationship Management, New Business Development, Public Speaking, Financial Analysis, Budgets, Fixed Income, Commercial Lending, Strategic Planning, Sales, Asset Management, Business Development, Business Analysis, Cash Management, Customer Service, Investments, Leadership, Management, Insurance
Education
Rochester Institute of Technology 2000 — 2003
Bachelors of Science, Finance
West Irondequoit
Licia Keller Licia Keller's Edward Jones Experience September 1993 - June 2008
Job Assistant General Manager at Spinnaker Resorts
Industry Higher Education
Experience
Spinnaker Resorts March 2015 - Present
Rayli Rentals, LLC and Keller Properties, LLC April 1995 - Present
College of the Ozarks April 2010 - March 2015
Spinnaker Resorts June 2008 - April 2010
Edward Jones September 1993 - June 2008
Bank of Oklahoma 1982 - 1989
Skills
Event Planning, Public Speaking, Microsoft Office, Customer Service, Public Relations, PowerPoint, Teaching, Microsoft Word, Microsoft Excel, Event Management, Organizational..., Creative Problem Solving, Communication Skills, Management, Team Building, Leadership Development, Leadership, Project Planning, Training, Team Leadership, Teamwork, Time Management, Social Media Marketing
Education
Rogers State University 1980 — 1982
Associate's degree, Business Administration and Management, General
Claremore High School 1977 — 1980
High School Diploma
Spinnaker Resorts March 2015 - Present
Rayli Rentals, LLC and Keller Properties, LLC April 1995 - Present
College of the Ozarks April 2010 - March 2015
Spinnaker Resorts June 2008 - April 2010
Edward Jones September 1993 - June 2008
Bank of Oklahoma 1982 - 1989
Skills
Event Planning, Public Speaking, Microsoft Office, Customer Service, Public Relations, PowerPoint, Teaching, Microsoft Word, Microsoft Excel, Event Management, Organizational..., Creative Problem Solving, Communication Skills, Management, Team Building, Leadership Development, Leadership, Project Planning, Training, Team Leadership, Teamwork, Time Management, Social Media Marketing
Education
Rogers State University 1980 — 1982
Associate's degree, Business Administration and Management, General
Claremore High School 1977 — 1980
High School Diploma
Andrew Nicholas Ketterman's Edward Jones Experience May 2014 - Present
Job System Administrator at Edward Jones
Industry Computer Software
Experience
Edward Jones May 2014 - Present
US Army August 2010 - Present
United States Army National Guard January 2007 - Present
Saint louis Community college August 2011 - May 2013
Skills
Visual Studio, Computer Science, Software Development, Java, HTML, SQL, C++ Language, Military, .NET, Photoshop, Dreamweaver, CSS, VB.NET, Database Design, Oracle, C#, Security Clearance, Commercial Aviation, CompTIA Security+, CompTIA Network+, CCNA, Windows Vista, Windows Server, Cisco MDS SAN switches, Cisco Routers, Networking, CompTIA A+ Essentials, Cyber-security, TCP/IP, Cisco VoIP, Unix, Linux, Capstone, Red Hat Linux, Solaris, XML, Computer Security, Visual Basic, MySQL, C++
Education
University of Missouri-Saint Louis 2013 — 2016
Bachelor's Degree, Computer Science, 3.12
Saint Louis Community College-Meramec 2010 — 2013
Associate of Science (A.S.), Information Systems - Software Developer, 3.18 GPA
Edward Jones May 2014 - Present
US Army August 2010 - Present
United States Army National Guard January 2007 - Present
Saint louis Community college August 2011 - May 2013
Skills
Visual Studio, Computer Science, Software Development, Java, HTML, SQL, C++ Language, Military, .NET, Photoshop, Dreamweaver, CSS, VB.NET, Database Design, Oracle, C#, Security Clearance, Commercial Aviation, CompTIA Security+, CompTIA Network+, CCNA, Windows Vista, Windows Server, Cisco MDS SAN switches, Cisco Routers, Networking, CompTIA A+ Essentials, Cyber-security, TCP/IP, Cisco VoIP, Unix, Linux, Capstone, Red Hat Linux, Solaris, XML, Computer Security, Visual Basic, MySQL, C++
Education
University of Missouri-Saint Louis 2013 — 2016
Bachelor's Degree, Computer Science, 3.12
Saint Louis Community College-Meramec 2010 — 2013
Associate of Science (A.S.), Information Systems - Software Developer, 3.18 GPA
Jeff Villmer Jeff Villmer's Edward Jones Experience 1998 - 2001
Job Senior Director Information Technology
Industry Information Technology and Services
Experience
Blackhawk Engagement Solutions December 2012 - Present
Backyard Leaders 2010 - December 2013
Society for Information Management (SIM) July 2008 - 2012
Onshore Outsourcing July 2010 - July 2011
MasterCard July 2001 - July 2010
MasterCard Worldwide November 2007 - May 2009
MasterCard Worldwide 2005 - 2007
MasterCard Worldwide 2002 - 2005
TDK Technologies 2001 - 2002
Edward Jones 1998 - 2001
Skills
Leadership, Leadership Development, IT Strategy, IT Service Management, Process Improvement, Project Management, IT Outsourcing, Customer Engagement, Business Analysis, Software Development, Quality Assurance, Data Center, Vendor Management, Cross-functional Team...
Education
Rockhurst University 1983 — 1987
BSBA, Management Information Systems
Rockhurst University 1983 — 1987
Bachelor's degree, Management Information Systems and Services
Blackhawk Engagement Solutions December 2012 - Present
Backyard Leaders 2010 - December 2013
Society for Information Management (SIM) July 2008 - 2012
Onshore Outsourcing July 2010 - July 2011
MasterCard July 2001 - July 2010
MasterCard Worldwide November 2007 - May 2009
MasterCard Worldwide 2005 - 2007
MasterCard Worldwide 2002 - 2005
TDK Technologies 2001 - 2002
Edward Jones 1998 - 2001
Skills
Leadership, Leadership Development, IT Strategy, IT Service Management, Process Improvement, Project Management, IT Outsourcing, Customer Engagement, Business Analysis, Software Development, Quality Assurance, Data Center, Vendor Management, Cross-functional Team...
Education
Rockhurst University 1983 — 1987
BSBA, Management Information Systems
Rockhurst University 1983 — 1987
Bachelor's degree, Management Information Systems and Services
Fong Her Fong Her's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Edward Jones August 2014 - Present
Bala Mobile June 2013 - July 2013
Skills
Soccer, Coaching, Microsoft Excel, Athletic Training, Microsoft Publisher, Microsoft Office, PowerPoint, Microsoft Word, Bilingual, Teamwork, Leadership, Time Management, Marketing, Business, Fitness, Nutrition, Written and Oral..., Internet, Business Strategy, Entrepreneurship, Finance, Securities, Investments
Education
Richmond, The American International University in London 2010 — 2014
International Business Administration, Business Administration, Management and Operations, 2.1
Edward Jones February 2015 - Present
Edward Jones August 2014 - Present
Bala Mobile June 2013 - July 2013
Skills
Soccer, Coaching, Microsoft Excel, Athletic Training, Microsoft Publisher, Microsoft Office, PowerPoint, Microsoft Word, Bilingual, Teamwork, Leadership, Time Management, Marketing, Business, Fitness, Nutrition, Written and Oral..., Internet, Business Strategy, Entrepreneurship, Finance, Securities, Investments
Education
Richmond, The American International University in London 2010 — 2014
International Business Administration, Business Administration, Management and Operations, 2.1
Dana deMoncada's Edward Jones Experience January 2003 - January 2006
Job Benefit Analyst
Industry Human Resources
Experience
Servpro Industries, Inc. November 2014 - July 2015
Red Hat March 2012 - November 2014
Grifols (formerly Talecris Biotherapeutics, Inc.) May 2011 - March 2012
UNC HealthCare January 2011 - May 2011
Fidelity Investments (HR Services) May 2007 - October 2010
Merrill Lynch January 2006 - May 2007
Edward Jones January 2003 - January 2006
Merck & Co, Inc November 1989 - December 2002
Skills
Pension Administration, 401k Adminstration, FMLA, Leave Administration, Call Center, Annual Open Enrollment, Project Coordination, User Acceptance Testing, Microsoft Office, HRIS, Benefit Provider File..., Health Savings Accounts, Account Reconciliation, Life Events, Oracle OAB, COBRA
Education
CEBS Certification (in process)
Howell High School
Rider University
BS
Servpro Industries, Inc. November 2014 - July 2015
Red Hat March 2012 - November 2014
Grifols (formerly Talecris Biotherapeutics, Inc.) May 2011 - March 2012
UNC HealthCare January 2011 - May 2011
Fidelity Investments (HR Services) May 2007 - October 2010
Merrill Lynch January 2006 - May 2007
Edward Jones January 2003 - January 2006
Merck & Co, Inc November 1989 - December 2002
Skills
Pension Administration, 401k Adminstration, FMLA, Leave Administration, Call Center, Annual Open Enrollment, Project Coordination, User Acceptance Testing, Microsoft Office, HRIS, Benefit Provider File..., Health Savings Accounts, Account Reconciliation, Life Events, Oracle OAB, COBRA
Education
CEBS Certification (in process)
Howell High School
Rider University
BS
Lindsay Sturgeon Lindsay Sturgeon's Edward Jones Experience September 2006 - Present
Job Sr. BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2006 - Present
Education
Pittsburg State University
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Rogers State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Edward Jones September 2006 - Present
Education
Pittsburg State University
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Rogers State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Jennifer (Martin) Howerton's Edward Jones Experience May 2008 - May 2011
Job Office Manager at Su Wooi Teoh, MD, PA
Industry Medical Practice
Experience
Su Wooi Teoh, MD, PA May 2011 - Present
Edward Jones May 2008 - May 2011
Pahel Audiology and Hearing Aid Center October 1993 - April 2008
Skills
Office Management, Office Administration, Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Spreadsheets, Invoicing, Accounts Receivable, Accounts Payable, Event Planning, Administration, Insurance, Telephone Skills, Team Building, Leadership
Education
Rockingham Community College
Su Wooi Teoh, MD, PA May 2011 - Present
Edward Jones May 2008 - May 2011
Pahel Audiology and Hearing Aid Center October 1993 - April 2008
Skills
Office Management, Office Administration, Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Spreadsheets, Invoicing, Accounts Receivable, Accounts Payable, Event Planning, Administration, Insurance, Telephone Skills, Team Building, Leadership
Education
Rockingham Community College
Jen McGarry, MBA, CAMS's Edward Jones Experience January 2003 - September 2003
Job Manager, Centralized Compliance Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2015 - Present
RBC Wealth Management October 2010 - January 2015
MoneyGram International January 2010 - October 2010
MoneyGram International December 2008 - January 2010
Commerce Bank & Trust February 2004 - November 2008
Edward Jones January 2003 - September 2003
Skills
AML, Compliance, Fraud, Credit, Investigations, Bank Secrecy Act, Analysis, Due Diligence, Banking, Securities, Risk Management, Financial Risk, Series 7, USA PATRIOT Act, Anti Money Laundering, KYC, Internal Controls
Education
University of St. Thomas - Opus College of Business 2009 — 2010
Rockhurst University 2005 — 2010
MBA, Emphasis in Accounting
University of Missouri-Columbia 1997 — 2002
BS, Personal Financial Planning
RBC Wealth Management January 2015 - Present
RBC Wealth Management October 2010 - January 2015
MoneyGram International January 2010 - October 2010
MoneyGram International December 2008 - January 2010
Commerce Bank & Trust February 2004 - November 2008
Edward Jones January 2003 - September 2003
Skills
AML, Compliance, Fraud, Credit, Investigations, Bank Secrecy Act, Analysis, Due Diligence, Banking, Securities, Risk Management, Financial Risk, Series 7, USA PATRIOT Act, Anti Money Laundering, KYC, Internal Controls
Education
University of St. Thomas - Opus College of Business 2009 — 2010
Rockhurst University 2005 — 2010
MBA, Emphasis in Accounting
University of Missouri-Columbia 1997 — 2002
BS, Personal Financial Planning
Jane (Leary) Pelletier Jane (Leary) Pelletier's Edward Jones Experience December 2009 - January 2011
Job Fitness Specialist at The Starz Program
Industry Performing Arts
Experience
The Starz Program June 2015 - Present
Starbucks March 2013 - June 2014
Edward Jones December 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Research, Microsoft Word, Editing, Facebook, Customer Service
Education
Roger Williams University 2008 — 2012
Barrington High School 2004 — 2008
The Starz Program June 2015 - Present
Starbucks March 2013 - June 2014
Edward Jones December 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Research, Microsoft Word, Editing, Facebook, Customer Service
Education
Roger Williams University 2008 — 2012
Barrington High School 2004 — 2008
Karen McDonagh's Edward Jones Experience January 2001 - January 2007
Job Executive Assistant at US Script
Industry Hospital & Health Care
Experience
US Script July 2015 - Present
Centene Corporation June 2009 - Present
Edward Jones January 2001 - January 2007
Washington University School of Medicine August 1984 - January 2001
Skills
Microsoft Word, Process Improvement, HIPAA, Healthcare, Customer Service, Strategic Planning, Visio, Program Management
Education
Saint Louis Community College-Meramec
Business Administration and Management, General
US Script July 2015 - Present
Centene Corporation June 2009 - Present
Edward Jones January 2001 - January 2007
Washington University School of Medicine August 1984 - January 2001
Skills
Microsoft Word, Process Improvement, HIPAA, Healthcare, Customer Service, Strategic Planning, Visio, Program Management
Education
Saint Louis Community College-Meramec
Business Administration and Management, General
Chloe Azimian's Edward Jones Experience June 2012 - September 2013
Job Marketing, Communications & PR Coordinator at Trend Marketing
Industry Media Production
Experience
Trend Marketing February 2014 - Present
Edward Jones June 2012 - September 2013
Club Monaco September 2010 - December 2012
Skills
Media Production, Social Media, Management Skills, Close Attention to..., Customer Satisfaction, Video Production, Final Cut Pro, Facebook, Social Media Marketing, Marketing, Public Relations, Communication, Project Coordination, Interpersonal Skill, Research and Planning, Organization
Education
Ryerson University 2010 — 2014
Bachelor of Arts (BA), Radio and Television School of Media
Trend Marketing February 2014 - Present
Edward Jones June 2012 - September 2013
Club Monaco September 2010 - December 2012
Skills
Media Production, Social Media, Management Skills, Close Attention to..., Customer Satisfaction, Video Production, Final Cut Pro, Facebook, Social Media Marketing, Marketing, Public Relations, Communication, Project Coordination, Interpersonal Skill, Research and Planning, Organization
Education
Ryerson University 2010 — 2014
Bachelor of Arts (BA), Radio and Television School of Media
Tim Flannery Tim Flannery's Edward Jones Experience January 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
US Navy Reserve April 2011 - Present
Technology Services Industry Association (TSIA) April 2010 - September 2011
Research In Motion March 2008 - March 2010
Medco Health Solutions August 2007 - March 2008
Aspect Software May 2004 - July 2007
Aspect Software July 1999 - May 2004
Capital One April 1997 - July 1999
U.S. Navy December 1986 - April 1997
Skills
Cross-functional Team..., Leadership, Management, Executive Management, Program Management, Process Improvement, CRM, Strategy, Customer Service, Team Building, Call Center, Contract Negotiation, Service Delivery, Outsourcing, Training, Business Analysis, Team Leadership, Enterprise Software, Operations Management, Business Development, Entrepreneurship, Customer Satisfaction, Vendor Management, Telecommunications, Professional Services, Analysis, Project Management, Call Centers, Integration, Six Sigma, Strategic Planning, Software Documentation, Mobile Devices, Troubleshooting, Change Management, Business Intelligence, Risk Management, Budgets, Human Resources, Security, Consulting, Teamwork, Team Management, Performance Management, Coaching, Recruiting, Business Process..., Management Consulting, P&L Management, Customer Experience
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
BA Pre-Law, (Political Science and Philosophy Double Major, Mathematics Minor)
Villanova University 2007 — 2007
Graduate Certificate, Lean Six Sigma
Edward Jones January 2013 - Present
US Navy Reserve April 2011 - Present
Technology Services Industry Association (TSIA) April 2010 - September 2011
Research In Motion March 2008 - March 2010
Medco Health Solutions August 2007 - March 2008
Aspect Software May 2004 - July 2007
Aspect Software July 1999 - May 2004
Capital One April 1997 - July 1999
U.S. Navy December 1986 - April 1997
Skills
Cross-functional Team..., Leadership, Management, Executive Management, Program Management, Process Improvement, CRM, Strategy, Customer Service, Team Building, Call Center, Contract Negotiation, Service Delivery, Outsourcing, Training, Business Analysis, Team Leadership, Enterprise Software, Operations Management, Business Development, Entrepreneurship, Customer Satisfaction, Vendor Management, Telecommunications, Professional Services, Analysis, Project Management, Call Centers, Integration, Six Sigma, Strategic Planning, Software Documentation, Mobile Devices, Troubleshooting, Change Management, Business Intelligence, Risk Management, Budgets, Human Resources, Security, Consulting, Teamwork, Team Management, Performance Management, Coaching, Recruiting, Business Process..., Management Consulting, P&L Management, Customer Experience
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
BA Pre-Law, (Political Science and Philosophy Double Major, Mathematics Minor)
Villanova University 2007 — 2007
Graduate Certificate, Lean Six Sigma
Dallas Herold's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Herold's Landscaping, LLC May 2009 - February 2015
Herold's Landscaping, LLC May 1996 - August 2005
Skills
Strategic Planning, Customer Service, Management, Sales, Leadership, Sales Management, Team Building, Marketing, Marketing Strategy, Project Management, Business Strategy, Process Improvement, Budgets, New Business Development, Operations Management, Finance, Public Speaking
Education
The Catholic University of America 2005 — 2009
Licentiate degree, Theology/Theological Studies
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1996
Bachelor of Science (B.S.), Accounting
Edward Jones March 2015 - Present
Herold's Landscaping, LLC May 2009 - February 2015
Herold's Landscaping, LLC May 1996 - August 2005
Skills
Strategic Planning, Customer Service, Management, Sales, Leadership, Sales Management, Team Building, Marketing, Marketing Strategy, Project Management, Business Strategy, Process Improvement, Budgets, New Business Development, Operations Management, Finance, Public Speaking
Education
The Catholic University of America 2005 — 2009
Licentiate degree, Theology/Theological Studies
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1996
Bachelor of Science (B.S.), Accounting
Stacy Herbert Stacy Herbert's Edward Jones Experience July 2007 - April 2015
Job Event and Meeting Planner | Project Manager | RFP's | Contract Negotiations | Vendor Management | Customer Service
Industry Events Services
Experience
Edward Jones July 2007 - April 2015
Edward Jones July 1994 - July 2007
Maritz Travel Company August 1990 - July 1994
Maritz Travel Company August 1987 - July 1990
Skills
Budgets, CRM, Tourism, Analysis, Management, Leadership, Project Management, Strategy, Sales, Customer Service, Training, Event Planning, Trade Shows, Negotiation, Strategic Planning
Education
Edward Jones Training Programs / Certifications
Completed
Saint Louis Community College-Meramec
General Studies
TWA Travel College
Travel / System Training, Tourism and Travel Services Management
William Woods University
Fashion Merchandising
Edward Jones July 2007 - April 2015
Edward Jones July 1994 - July 2007
Maritz Travel Company August 1990 - July 1994
Maritz Travel Company August 1987 - July 1990
Skills
Budgets, CRM, Tourism, Analysis, Management, Leadership, Project Management, Strategy, Sales, Customer Service, Training, Event Planning, Trade Shows, Negotiation, Strategic Planning
Education
Edward Jones Training Programs / Certifications
Completed
Saint Louis Community College-Meramec
General Studies
TWA Travel College
Travel / System Training, Tourism and Travel Services Management
William Woods University
Fashion Merchandising
Dennis LaBarbera's Edward Jones Experience June 2010 - May 2015
Job Sales Consultant Next Level Sales Consulting
Industry Financial Services
Experience
Next Level Consulting June 2015 - Present
Edward Jones June 2010 - May 2015
Edward Jones February 2001 - May 2015
Advance Machine Company October 1974 - May 1997
Skills
Salesforce Training, Business Development, Leadership, Sales Management, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Securities, Strategic Planning, Fixed Annuities, Financial Advisory, Investments, Team Building, Financial Planning, Sales, Mutual Funds, Retirement, Strategic Financial..., Asset Allocation, Series 63, Investment Strategies
Education
St. John's University 1964 — 1968
Bachelor's degree
Next Level Consulting June 2015 - Present
Edward Jones June 2010 - May 2015
Edward Jones February 2001 - May 2015
Advance Machine Company October 1974 - May 1997
Skills
Salesforce Training, Business Development, Leadership, Sales Management, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Securities, Strategic Planning, Fixed Annuities, Financial Advisory, Investments, Team Building, Financial Planning, Sales, Mutual Funds, Retirement, Strategic Financial..., Asset Allocation, Series 63, Investment Strategies
Education
St. John's University 1964 — 1968
Bachelor's degree
Barbara Ross Barbara Ross's Edward Jones Experience April 1994 - May 1996
Job Vice President, Human Resources at Monro Muffler Brake
Industry Human Resources
Experience
Monro Muffler Brake April 2014 - Present
Chobani January 2012 - April 2014
Bivona Child Advocacy Center January 2011 - December 2011
Rochester Institute of Technology July 2008 - December 2010
Constellation Brands May 1996 - February 2008
Edward Jones April 1994 - May 1996
Manpower Temporary Services June 1992 - April 1994
Skills
Performance Management, Payroll, Business Analysis, Talent Acquisition, Organizational..., New Hire Orientations, Non-profits, Benefits Administration, Management, Employee Engagement, Workforce Planning, Executive Coaching, Project Management, Employee Wellness, Business Strategy, Talent Management, Employee Benefits, Program Management, Career Development, Onboarding, Recruiting, Employee Relations, Contract Negotiation, Deferred Compensation, HR Consulting, HR Policies, Succession Planning, Personnel Management, Process Improvement, Budgets, Policy, Strategy, Employee Handbooks, HRIS, Labor Relations, Coaching, Technical Recruiting, Change Management, Leadership Development, Legal Compliance, Training, Employment Law, Organizational..., Strategic Planning, Interviews, Team Building, Human Resources, Leadership, Applicant Tracking..., FMLA
Education
Rochester Institute of Technology 2008 — 2009
MS, Human Resources Development
State University of New York College at Geneseo 1988 — 1992
Bachelor's in Management Science, Personnel and Labor Relations
Monro Muffler Brake April 2014 - Present
Chobani January 2012 - April 2014
Bivona Child Advocacy Center January 2011 - December 2011
Rochester Institute of Technology July 2008 - December 2010
Constellation Brands May 1996 - February 2008
Edward Jones April 1994 - May 1996
Manpower Temporary Services June 1992 - April 1994
Skills
Performance Management, Payroll, Business Analysis, Talent Acquisition, Organizational..., New Hire Orientations, Non-profits, Benefits Administration, Management, Employee Engagement, Workforce Planning, Executive Coaching, Project Management, Employee Wellness, Business Strategy, Talent Management, Employee Benefits, Program Management, Career Development, Onboarding, Recruiting, Employee Relations, Contract Negotiation, Deferred Compensation, HR Consulting, HR Policies, Succession Planning, Personnel Management, Process Improvement, Budgets, Policy, Strategy, Employee Handbooks, HRIS, Labor Relations, Coaching, Technical Recruiting, Change Management, Leadership Development, Legal Compliance, Training, Employment Law, Organizational..., Strategic Planning, Interviews, Team Building, Human Resources, Leadership, Applicant Tracking..., FMLA
Education
Rochester Institute of Technology 2008 — 2009
MS, Human Resources Development
State University of New York College at Geneseo 1988 — 1992
Bachelor's in Management Science, Personnel and Labor Relations
Dan Krauskopf CFP®, MSF Dan Krauskopf CFP®, MSF's Edward Jones Experience June 2008 - September 2014
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
SC4 July 2013 - Present
Edward Jones June 2008 - September 2014
Skills
Portfolio Management, Investments, Investment Strategies, Life Insurance, Personal Financial..., Risk Management, Long-term Customer..., Wealth Management, Finance, Retirement, Mutual Funds, Investment Advisory, Retirement Planning, Uniform Combined State..., Financial Planning, Asset Allocation
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Masters of Science, Financial Planning and Services
Saginaw Valley State University 2004 — 2008
BBA, Finance
Raymond James Financial Inc. October 2014 - Present
SC4 July 2013 - Present
Edward Jones June 2008 - September 2014
Skills
Portfolio Management, Investments, Investment Strategies, Life Insurance, Personal Financial..., Risk Management, Long-term Customer..., Wealth Management, Finance, Retirement, Mutual Funds, Investment Advisory, Retirement Planning, Uniform Combined State..., Financial Planning, Asset Allocation
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Masters of Science, Financial Planning and Services
Saginaw Valley State University 2004 — 2008
BBA, Finance
Abigail Price Abigail Price's Edward Jones Experience June 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Pattonville School District 2005 - 2015
Pattonville School District 2014 - 2014
Walmart 2000 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Training, JavaScript, PowerPoint, Strategic Planning, Higher Education, Data Entry, Teamwork, Public Speaking, Time Management, Staff Development, Leadership, Event Planning, Organizational..., Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Accounting, Employee Training, Critical Thinking, Customer Satisfaction, Team Leadership, Invoicing, Inventory Management, Team Building
Education
University of Missouri-Saint Louis 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management and Services
Pierre Laclede Honors College/ University of Missouri-St. Louis 2013 — 2014
Bachelor of Business Administration (B.B.A.), Management and Psychology
University of Missouri-Saint Louis 2013 — 2014
Bachelor of Business Administration (BABA), Emphasis in Management, Minor in Psychology, 3.88, Summa Cum Laude
Saint Louis Community College-Meramec 2011 — 2012
Associate's degree, Business Administration and Management, General, 3.92
Edward Jones June 2015 - Present
Pattonville School District 2005 - 2015
Pattonville School District 2014 - 2014
Walmart 2000 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Training, JavaScript, PowerPoint, Strategic Planning, Higher Education, Data Entry, Teamwork, Public Speaking, Time Management, Staff Development, Leadership, Event Planning, Organizational..., Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Accounting, Employee Training, Critical Thinking, Customer Satisfaction, Team Leadership, Invoicing, Inventory Management, Team Building
Education
University of Missouri-Saint Louis 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management and Services
Pierre Laclede Honors College/ University of Missouri-St. Louis 2013 — 2014
Bachelor of Business Administration (B.B.A.), Management and Psychology
University of Missouri-Saint Louis 2013 — 2014
Bachelor of Business Administration (BABA), Emphasis in Management, Minor in Psychology, 3.88, Summa Cum Laude
Saint Louis Community College-Meramec 2011 — 2012
Associate's degree, Business Administration and Management, General, 3.92
Galadriel Willis Galadriel Willis's Edward Jones Experience March 2005 - Present
Job Sr. Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2005 - Present
BANKFIRST March 2000 - March 2005
Skills
Leadership, Mutual Funds, Series 7, Process Improvement, Customer Service, Management, Financial Services, Team Building, Leadership Development, Uniform Combined State..., Time Management, Public Speaking, Securities, Investments, Wealth Management, Coaching, Series 66, ACATS, International Transfers, Series 24, Project Management, Series 9, Series 10, Edward Jones Project...
Education
Rio Salado College 2008 — 2012
Not Applicable, Organizational Leadership
Edward Jones March 2005 - Present
BANKFIRST March 2000 - March 2005
Skills
Leadership, Mutual Funds, Series 7, Process Improvement, Customer Service, Management, Financial Services, Team Building, Leadership Development, Uniform Combined State..., Time Management, Public Speaking, Securities, Investments, Wealth Management, Coaching, Series 66, ACATS, International Transfers, Series 24, Project Management, Series 9, Series 10, Edward Jones Project...
Education
Rio Salado College 2008 — 2012
Not Applicable, Organizational Leadership
Chase Lenz Chase Lenz's Edward Jones Experience May 2007 - June 2010
Job Realtor/ Financial Advisor at Scot Pekarek Real Estate
Industry Financial Services
Experience
Scot Pekarek Real Estate August 2012 - Present
Wells Fargo Advisors December 2010 - November 2011
Self June 2010 - May 2011
Edward Jones May 2007 - June 2010
Skills
Investments, Series 7, Portfolio Management, Equities, Trading, Condos, Strategic Selling, Real Estate, Sellers, Listing Homes, Single Family Homes, Residential Homes, Investment Properties, Real Estate Transactions, Negotiation, First Time Home Buyers, Mutual Funds, Finance, Asset Allocation, Insurance, Options, Selling, Sales
Education
Saint John's University 2003 — 2007
Bachelors, Business Management/Finance
Scot Pekarek Real Estate August 2012 - Present
Wells Fargo Advisors December 2010 - November 2011
Self June 2010 - May 2011
Edward Jones May 2007 - June 2010
Skills
Investments, Series 7, Portfolio Management, Equities, Trading, Condos, Strategic Selling, Real Estate, Sellers, Listing Homes, Single Family Homes, Residential Homes, Investment Properties, Real Estate Transactions, Negotiation, First Time Home Buyers, Mutual Funds, Finance, Asset Allocation, Insurance, Options, Selling, Sales
Education
Saint John's University 2003 — 2007
Bachelors, Business Management/Finance
Damon Lilly Damon Lilly's Edward Jones Experience May 2014 - Present
Job Recent graduate of UNCW majoring in Communication with minor in Entrepreneurship Seeking Entrylevel Finance Position
Industry Financial Services
Experience
Venture Pest Control May 2015 - Present
Seahawk Innovation Private Equity & Consulting Firm. Wilmington, NC September 2014 - Present
Edward Jones May 2014 - Present
Enterprise Rent-A-Car September 2014 - February 2015
CPR Cell Phone Repair Wilmington May 2013 - January 2015
University Directories May 2013 - August 2013
Univeristy Frames August 2012 - April 2013
Britt Motorsports August 2012 - February 2013
NC transportation museum September 2008 - August 2012
Canteen Service Co. December 2010 - February 2012
Skills
Financial Services, Finance, Financial Planning, Financial Risk, Financial Analysis, Financial Reporting, Sales, B2B, Sales Process, Advertising, Public Speaking, Customer Service, Sales Management, Cold Calling, Sales Presentations, Alternative Investments, Asset Allocation, Equity Trading, Private Equity, Series 7, Wealth Management, Cold Calling Experience, Advertising Sales, Outside Sales, Social Networking, Marketing, Customer Experience, People Skills, Time Management, Employee Relations, B2B Marketing, Sales Operations, Operations Management, Router Configuration, Recruiting, Executive Communications, Direct Sales, People Training, Technical Training, Technical Analysis, Internal Communications, Equities, Hedge Funds, Mutual Funds, Public Relations, Speech Writing
Education
Univeristy of North Carolina Wilmington 2012 — 2015
Bachelor's Degree - Graduated Magna Cum Laude with Honors, Communication Studies Major with a Minor in Entrepreneurship & Marketing, 3.8 GPA
Rowan-Cabarrus Community College 2010 — 2013
Associate of Arts (AA), Business Administration, Management and Operations, 4.0 GPA
Resurrection Christian Academy 2008 — 2011
Highschool Diploma, Pre University Studies
Venture Pest Control May 2015 - Present
Seahawk Innovation Private Equity & Consulting Firm. Wilmington, NC September 2014 - Present
Edward Jones May 2014 - Present
Enterprise Rent-A-Car September 2014 - February 2015
CPR Cell Phone Repair Wilmington May 2013 - January 2015
University Directories May 2013 - August 2013
Univeristy Frames August 2012 - April 2013
Britt Motorsports August 2012 - February 2013
NC transportation museum September 2008 - August 2012
Canteen Service Co. December 2010 - February 2012
Skills
Financial Services, Finance, Financial Planning, Financial Risk, Financial Analysis, Financial Reporting, Sales, B2B, Sales Process, Advertising, Public Speaking, Customer Service, Sales Management, Cold Calling, Sales Presentations, Alternative Investments, Asset Allocation, Equity Trading, Private Equity, Series 7, Wealth Management, Cold Calling Experience, Advertising Sales, Outside Sales, Social Networking, Marketing, Customer Experience, People Skills, Time Management, Employee Relations, B2B Marketing, Sales Operations, Operations Management, Router Configuration, Recruiting, Executive Communications, Direct Sales, People Training, Technical Training, Technical Analysis, Internal Communications, Equities, Hedge Funds, Mutual Funds, Public Relations, Speech Writing
Education
Univeristy of North Carolina Wilmington 2012 — 2015
Bachelor's Degree - Graduated Magna Cum Laude with Honors, Communication Studies Major with a Minor in Entrepreneurship & Marketing, 3.8 GPA
Rowan-Cabarrus Community College 2010 — 2013
Associate of Arts (AA), Business Administration, Management and Operations, 4.0 GPA
Resurrection Christian Academy 2008 — 2011
Highschool Diploma, Pre University Studies
Ryan Parsons's Edward Jones Experience September 2006 - November 2007
Job Worldwide Sales Business Development Advisor
Industry Transportation/Trucking/Railroad
Experience
FedEx Services December 2013 - Present
FedEx Services August 2011 - December 2013
FedEx Services November 2007 - July 2011
Edward Jones September 2006 - November 2007
Skills
New Business Development, Sales Management, Business Development, Management, Sales, Customer Retention, Analysis, Sales Operations, Negotiation, Team Building, Contract Negotiation, Strategic Planning, Cross-functional Team..., Forecasting, Supply Chain, Operations Management, Supply Chain Management, Leadership
Education
Robert Morris University 2011 — 2015
M.S., Organizational Leadership, 4.0
Rider University 2004 — 2006
MBA, Finance, 3.7
Robert Morris University 2000 — 2004
Bachelor of Science, Business Management, 3.87
FedEx Services December 2013 - Present
FedEx Services August 2011 - December 2013
FedEx Services November 2007 - July 2011
Edward Jones September 2006 - November 2007
Skills
New Business Development, Sales Management, Business Development, Management, Sales, Customer Retention, Analysis, Sales Operations, Negotiation, Team Building, Contract Negotiation, Strategic Planning, Cross-functional Team..., Forecasting, Supply Chain, Operations Management, Supply Chain Management, Leadership
Education
Robert Morris University 2011 — 2015
M.S., Organizational Leadership, 4.0
Rider University 2004 — 2006
MBA, Finance, 3.7
Robert Morris University 2000 — 2004
Bachelor of Science, Business Management, 3.87
Timothy Moran Timothy Moran's Edward Jones Experience June 2014 - June 2015
Job PNC Financial Specialist
Industry Investment Management
Experience
PNC June 2015 - Present
Edward Jones June 2014 - June 2015
The Bluestone Group January 2014 - May 2014
Rutgers Camden School of Law September 2010 - May 2013
Hoagland, Longo, Moran, Dunst & Doukas May 2012 - September 2012
Central Jersey Legal Services May 2011 - August 2011
James M. Curran, Esquire January 2010 - June 2010
Thomas A. Edison Papers April 2009 - September 2009
Education
Rutgers University School of Law - Camden 2010 — 2013
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BA, History
PNC June 2015 - Present
Edward Jones June 2014 - June 2015
The Bluestone Group January 2014 - May 2014
Rutgers Camden School of Law September 2010 - May 2013
Hoagland, Longo, Moran, Dunst & Doukas May 2012 - September 2012
Central Jersey Legal Services May 2011 - August 2011
James M. Curran, Esquire January 2010 - June 2010
Thomas A. Edison Papers April 2009 - September 2009
Education
Rutgers University School of Law - Camden 2010 — 2013
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BA, History
Janet Bentley-Ewers's Edward Jones Experience March 2003 - October 2004
Job Vice President of Compliance/Financial Advisor
Industry Consumer Services
Experience
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Susan Harriman Seybold's Edward Jones Experience 2012 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Education
University of Central Florida - MBA
Master of Business Administration (MBA), Finance & Marketing
Rollins College
Bachelor of Arts
Edward Jones 2012 - Present
Education
University of Central Florida - MBA
Master of Business Administration (MBA), Finance & Marketing
Rollins College
Bachelor of Arts
John Welter John Welter's Edward Jones Experience November 2008 - Present
Job Sr Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Nature Coast Community Band 2009 - Present
Edward Jones November 2008 - Present
Frankie Dee's NY Orchestra 2004 - 2009
Morgan Legacy Trust May 2007 - November 2008
Ensing Properties, LLC September 2005 - April 2007
Southern Exposure Construction, Inc May 2005 - April 2007
Easy Wheels, Inc. September 1998 - April 2005
US Army April 1992 - September 1998
Skills
Office Management, Account Management, QuickBooks, Payroll, Accounts Receivable, Accounts Payable, Microsoft Office, Outlook, Microsoft Excel, Insurance, 401k, Weapons & Tactics..., Truck Driving, Preventive Maintenance, Sales, Management, Budgets, Equipment Maintenance, Building Maintenance, Landscape Maintenance, Orchestral Music, Concert Band, big band, Musical Theatre
Education
Saint Leo University 2007 — 2010
Central Florida Community College 2003 — 2007
A.S., Business Administration
Noncommissioned Officer Education System (NCOES) 1996 — 1996
Advanced Leader Course (ALC), Honor Graduate
US Army Non-Commissioned Officer Education System 1994 — 1994
Warrior Leader Course (WLC), NCO Professional Development Ribbon
US Army 1992 — 1992
Combat, Air Defense Artillery
Waubonsee Community College 1989 — 1991
West Aurora 1985 — 1989
Nature Coast Community Band 2009 - Present
Edward Jones November 2008 - Present
Frankie Dee's NY Orchestra 2004 - 2009
Morgan Legacy Trust May 2007 - November 2008
Ensing Properties, LLC September 2005 - April 2007
Southern Exposure Construction, Inc May 2005 - April 2007
Easy Wheels, Inc. September 1998 - April 2005
US Army April 1992 - September 1998
Skills
Office Management, Account Management, QuickBooks, Payroll, Accounts Receivable, Accounts Payable, Microsoft Office, Outlook, Microsoft Excel, Insurance, 401k, Weapons & Tactics..., Truck Driving, Preventive Maintenance, Sales, Management, Budgets, Equipment Maintenance, Building Maintenance, Landscape Maintenance, Orchestral Music, Concert Band, big band, Musical Theatre
Education
Saint Leo University 2007 — 2010
Central Florida Community College 2003 — 2007
A.S., Business Administration
Noncommissioned Officer Education System (NCOES) 1996 — 1996
Advanced Leader Course (ALC), Honor Graduate
US Army Non-Commissioned Officer Education System 1994 — 1994
Warrior Leader Course (WLC), NCO Professional Development Ribbon
US Army 1992 — 1992
Combat, Air Defense Artillery
Waubonsee Community College 1989 — 1991
West Aurora 1985 — 1989
Garrett Fischer Garrett Fischer's Edward Jones Experience June 2010 - August 2010
Job Associate at Thompson Coburn LLP.
Industry Law Practice
Experience
Thompson Coburn LLP. June 2012 - Present
Lindenwood University 2012 - 2013
Karfeld Law Firm 2011 - 2012
Bryan Cave LLP August 2011 - November 2011
Intellectual Property & Nonprofit Organizations Clinic January 2011 - May 2011
Edward Jones June 2010 - August 2010
Madison County (IL) State's Attorney's Office May 2009 - August 2009
Honeywell FM&T May 2007 - August 2007
St. Louis Aces May 2006 - August 2006
Skills
Commercial Finance, Bank Regulatory and..., Corporate Law, Legal Compliance, Legal Writing, Legal Research, Tax Credits, Taxations, Legal Advice, Legal Documents
Education
Washington University in St. Louis School of Law 2011 — 2012
Master of Laws in Taxation (LL.M.), Law
Washington University in St. Louis School of Law 2008 — 2011
Juris Doctor, Law
Rockhurst University 2004 — 2008
BSBA, Finance/Accounting & Economics
Thompson Coburn LLP. June 2012 - Present
Lindenwood University 2012 - 2013
Karfeld Law Firm 2011 - 2012
Bryan Cave LLP August 2011 - November 2011
Intellectual Property & Nonprofit Organizations Clinic January 2011 - May 2011
Edward Jones June 2010 - August 2010
Madison County (IL) State's Attorney's Office May 2009 - August 2009
Honeywell FM&T May 2007 - August 2007
St. Louis Aces May 2006 - August 2006
Skills
Commercial Finance, Bank Regulatory and..., Corporate Law, Legal Compliance, Legal Writing, Legal Research, Tax Credits, Taxations, Legal Advice, Legal Documents
Education
Washington University in St. Louis School of Law 2011 — 2012
Master of Laws in Taxation (LL.M.), Law
Washington University in St. Louis School of Law 2008 — 2011
Juris Doctor, Law
Rockhurst University 2004 — 2008
BSBA, Finance/Accounting & Economics
Russell C. Johnson III's Edward Jones Experience December 1999 - January 2004
Job Owner/LPL Financial Advisor at Main Street Investment Group Securities offered through LPL Financial
Industry Financial Services
Experience
Main Street Investment Group January 2004 - Present
Edward Jones December 1999 - January 2004
First Union August 1993 - December 1999
Skills
Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
BS, Managment/Marketing
Main Street Investment Group January 2004 - Present
Edward Jones December 1999 - January 2004
First Union August 1993 - December 1999
Skills
Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
BS, Managment/Marketing
Dominic Galati Dominic Galati's Edward Jones Experience October 2010 - April 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Merrill Edge May 2011 - September 2013
Edward Jones October 2010 - April 2011
Play N Trade Video Games October 2009 - September 2010
Lourdes Health System June 2007 - October 2009
Skills
Investments, Strategic Financial..., Series 7, Investment Strategies, Finance, Microsoft Office, Management, Accounting, Wealth Management, Financial Planning, Mutual Funds, Uniform Combined State..., Series 63, SAS, Investment Advisory, Portfolio Management, Financial Advisory, Auditing, Asset Management, Asset Allocation, Financial Analysis, Retirement Planning, 401k, Series 66, Securities, Retirement, Fixed Income, Series 9/10
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2010
Bachelor of Arts, Economics
TD Ameritrade September 2013 - Present
Merrill Edge May 2011 - September 2013
Edward Jones October 2010 - April 2011
Play N Trade Video Games October 2009 - September 2010
Lourdes Health System June 2007 - October 2009
Skills
Investments, Strategic Financial..., Series 7, Investment Strategies, Finance, Microsoft Office, Management, Accounting, Wealth Management, Financial Planning, Mutual Funds, Uniform Combined State..., Series 63, SAS, Investment Advisory, Portfolio Management, Financial Advisory, Auditing, Asset Management, Asset Allocation, Financial Analysis, Retirement Planning, 401k, Series 66, Securities, Retirement, Fixed Income, Series 9/10
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2010
Bachelor of Arts, Economics
Ben Vangsness Ben Vangsness's Edward Jones Experience February 2013 - January 2014
Job Senior Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Edward Jones February 2013 - January 2014
CliftonLarsonAllen January 2011 - February 2013
Education
St. John's University 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
CliftonLarsonAllen January 2014 - Present
Edward Jones February 2013 - January 2014
CliftonLarsonAllen January 2011 - February 2013
Education
St. John's University 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
Lesley Lentz, CIR Lesley Lentz, CIR's Edward Jones Experience May 2015 - Present
Job Performance Team Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Edward Jones January 2012 - April 2015
Edward Jones December 2010 - December 2011
Edward Jones February 2008 - December 2010
TaCito Direct Marketing April 2007 - October 2007
Eagle Solutions Corporation - Eagle University & Eagle View June 2004 - April 2007
Infinity Broadcasting January 2004 - May 2004
Planned Marketing Associates - Eagle University June 2000 - January 2004
Professional Employment Group August 1999 - August 2001
Skills
Event Planning, Public Speaking, Training & Development, Sales Recruitment, Financial Industry, Series 66, Series 7, Recruiting, Project Management, Account Manager, Sales Coaching, Interviewing Skills, Interview Preparation, Youth Mentoring, Corporate Training, Financial Services, Employee Training, Interviews, Leadership, Workshop Facilitation, Marketing, Sales, College Recruiting, Uniform Combined State..., Business Coaching, Management, Team Leadership, Training, Talent Acquisition, Temporary Placement, Finance, Resume Writing, Leadership Development, Applicant Tracking..., Employee Benefits, Human Resources
Education
Webster University 2001 — 2004
Bachelor of Arts, Media Communications
Rockhurst University 1997 — 1999
Nerinx Hall High School 1993 — 1997
Edward Jones May 2015 - Present
Edward Jones January 2012 - April 2015
Edward Jones December 2010 - December 2011
Edward Jones February 2008 - December 2010
TaCito Direct Marketing April 2007 - October 2007
Eagle Solutions Corporation - Eagle University & Eagle View June 2004 - April 2007
Infinity Broadcasting January 2004 - May 2004
Planned Marketing Associates - Eagle University June 2000 - January 2004
Professional Employment Group August 1999 - August 2001
Skills
Event Planning, Public Speaking, Training & Development, Sales Recruitment, Financial Industry, Series 66, Series 7, Recruiting, Project Management, Account Manager, Sales Coaching, Interviewing Skills, Interview Preparation, Youth Mentoring, Corporate Training, Financial Services, Employee Training, Interviews, Leadership, Workshop Facilitation, Marketing, Sales, College Recruiting, Uniform Combined State..., Business Coaching, Management, Team Leadership, Training, Talent Acquisition, Temporary Placement, Finance, Resume Writing, Leadership Development, Applicant Tracking..., Employee Benefits, Human Resources
Education
Webster University 2001 — 2004
Bachelor of Arts, Media Communications
Rockhurst University 1997 — 1999
Nerinx Hall High School 1993 — 1997
James Lukanich James Lukanich's Edward Jones Experience February 1976 - May 1977
Job Managing Director at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Robert Salerno Robert Salerno's Edward Jones Experience 2010 - 2011
Job Financial Services Representative, Financial Advisor at BFG, an Office of MetLife
Industry Investment Management
Experience
Barnum Financial Group, an office of MetLife 2012 - Present
Edward Jones 2010 - 2011
InSys Consulting Services, Inc 2007 - 2010
NORTHSTAR TRAVEL MEDIA 1999 - 2007
UPS 1993 - 1998
Skills
Mutual Funds, Financial Services, Retirement, Fixed Annuities, Investments, Series 7, Securities, Vendor Management, Finance, Insurance, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Barnum Financial Group, an office of MetLife 2012 - Present
Edward Jones 2010 - 2011
InSys Consulting Services, Inc 2007 - 2010
NORTHSTAR TRAVEL MEDIA 1999 - 2007
UPS 1993 - 1998
Skills
Mutual Funds, Financial Services, Retirement, Fixed Annuities, Investments, Series 7, Securities, Vendor Management, Finance, Insurance, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Joseph Buczkowski MBA Joseph Buczkowski MBA's Edward Jones Experience August 2010 - November 2010
Job Experienced business leader seeking leadership challenge.
Industry Executive Office
Experience
Edward Jones August 2010 - November 2010
US Census Bureau May 2009 - June 2010
OHC Liquidation Trust 2004 - 2009
BUCZ LLC 2005 - 2008
Oakwood Homes Corporation May 2000 - May 2004
Cellular Plus 1998 - 2000
Kobe Copper Products 1987 - 1997
Halstead Industries, Inc 1980 - 1997
Halstead Foundation 1989 - 1992
Skills
Process Improvement, Program Management, Risk Management, Finance, Software Documentation, Strategic Planning, Customer Service, Sales, Employee Relations, Health Insurance, Training, Management, Insurance, Claim, Leadership, Budgets, Cross-functional Team..., Time Management, Strategy, Recruiting, Mergers & Acquisitions, Financial Risk, Project Management, Team Building, Start-ups, Property & Casualty..., Human Resources, Mergers
Education
Robert Morris University 1981 — 1984
MSBA, General Business Management
University of Pittsburgh 1976 — 1980
BS, Computer Science / Economics
Edward Jones August 2010 - November 2010
US Census Bureau May 2009 - June 2010
OHC Liquidation Trust 2004 - 2009
BUCZ LLC 2005 - 2008
Oakwood Homes Corporation May 2000 - May 2004
Cellular Plus 1998 - 2000
Kobe Copper Products 1987 - 1997
Halstead Industries, Inc 1980 - 1997
Halstead Foundation 1989 - 1992
Skills
Process Improvement, Program Management, Risk Management, Finance, Software Documentation, Strategic Planning, Customer Service, Sales, Employee Relations, Health Insurance, Training, Management, Insurance, Claim, Leadership, Budgets, Cross-functional Team..., Time Management, Strategy, Recruiting, Mergers & Acquisitions, Financial Risk, Project Management, Team Building, Start-ups, Property & Casualty..., Human Resources, Mergers
Education
Robert Morris University 1981 — 1984
MSBA, General Business Management
University of Pittsburgh 1976 — 1980
BS, Computer Science / Economics
Joan Calvin Caldwell's Edward Jones Experience June 2007 - Present
Job Branch Office Administrator Edward Jones
Industry Human Resources
Experience
Edward Jones June 2007 - Present
Analysts International July 2006 - 2007
Cadbury Beverages 1986 - 1997
Cadbury Schweppes 1986 - 1997
Barry Blau & Partners 1984 - 1986
Skills
Outlook, Human Resources, HRIS, Customer Service, Microsoft Excel, Business Analysis, Talent Acquisition, Benefits Administration, Microsoft Office, Employee Benefits, Leadership, Employee Relations, Recruiting, Administrative..., Performance Management
Education
Sacred Heart University 1989 — 1992
Sacred Heart University 1989 — 1992
MBA, Management
Stephens College 1978 — 1983
Edward Jones June 2007 - Present
Analysts International July 2006 - 2007
Cadbury Beverages 1986 - 1997
Cadbury Schweppes 1986 - 1997
Barry Blau & Partners 1984 - 1986
Skills
Outlook, Human Resources, HRIS, Customer Service, Microsoft Excel, Business Analysis, Talent Acquisition, Benefits Administration, Microsoft Office, Employee Benefits, Leadership, Employee Relations, Recruiting, Administrative..., Performance Management
Education
Sacred Heart University 1989 — 1992
Sacred Heart University 1989 — 1992
MBA, Management
Stephens College 1978 — 1983
Larry Olive's Edward Jones Experience 1998 - 2006
Job Leader, Production Support Emerging Payments Technology at MasterCard
Industry Consumer Services
Experience
MasterCard December 2014 - Present
DataServ September 2008 - November 2014
Reuters August 2006 - September 2008
Edward Jones 1998 - 2006
Skills
Process Improvement, Business Analysis, Customer Service, Management, CRM, Account Management, Team Leadership, Project Management, SaaS, Team Building, Leadership, Training, Helping Clients Succeed, Microsoft Excel, Salesforce.com, Solution Selling, Vendor Management
Education
Rockhurst University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Vianney High School 1993 — 1997
College/University Preparatory and Advanced High School/Secondary Diploma Program
St Francis of Assisi
MasterCard December 2014 - Present
DataServ September 2008 - November 2014
Reuters August 2006 - September 2008
Edward Jones 1998 - 2006
Skills
Process Improvement, Business Analysis, Customer Service, Management, CRM, Account Management, Team Leadership, Project Management, SaaS, Team Building, Leadership, Training, Helping Clients Succeed, Microsoft Excel, Salesforce.com, Solution Selling, Vendor Management
Education
Rockhurst University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Vianney High School 1993 — 1997
College/University Preparatory and Advanced High School/Secondary Diploma Program
St Francis of Assisi
Lauren Porter's Edward Jones Experience November 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Junior League of Monmouth County June 2012 - June 2013
Pfizer 2004 - 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing and Economics
Wyomissing Area Jr/Sr High School 1996 — 2000
Edward Jones November 2007 - Present
Junior League of Monmouth County June 2012 - June 2013
Pfizer 2004 - 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing and Economics
Wyomissing Area Jr/Sr High School 1996 — 2000
Craig Donahue's Edward Jones Experience October 2008 - July 2010
Job at Assima
Industry Professional Training & Coaching
Experience
Assima July 2010 - Present
Edward Jones October 2008 - July 2010
SAP America 2008 - 2008
Assima 2001 - 2008
RWD Technologies 1999 - 2001
RWD Technologies 1999 - 2001
Skills
Business Process, Change Management, Business Process..., Project Management, Business Analysis, Management Consulting, ERP, Business Intelligence, Program Management, Instructional Design, SAP, E-Learning, Business Strategy, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
MBA, Marketing
Rutgers University-New Brunswick 1987 — 1991
BS, Civil Engineering
Assima July 2010 - Present
Edward Jones October 2008 - July 2010
SAP America 2008 - 2008
Assima 2001 - 2008
RWD Technologies 1999 - 2001
RWD Technologies 1999 - 2001
Skills
Business Process, Change Management, Business Process..., Project Management, Business Analysis, Management Consulting, ERP, Business Intelligence, Program Management, Instructional Design, SAP, E-Learning, Business Strategy, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
MBA, Marketing
Rutgers University-New Brunswick 1987 — 1991
BS, Civil Engineering
Robert Osdieck's Edward Jones Experience June 2008 - Present
Job Associate General Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones June 2008 - Present
Moline & Mehan, LLC May 2004 - June 2008
Skills
FINRA, Securities Regulation, Arbitration, AML, Corporate Governance, Estate Planning, Securities, SEC, Series 24, Series 7
Education
Washington University in St. Louis School of Law
JD, Law
Rockhurst University 1997 — 2001
BA
Edward Jones June 2008 - Present
Moline & Mehan, LLC May 2004 - June 2008
Skills
FINRA, Securities Regulation, Arbitration, AML, Corporate Governance, Estate Planning, Securities, SEC, Series 24, Series 7
Education
Washington University in St. Louis School of Law
JD, Law
Rockhurst University 1997 — 2001
BA
Peggy Garrett-Gloger's Edward Jones Experience October 1995 - September 1996
Job Director, Real Estate Management at Rotech Healthcare
Industry Hospital & Health Care
Experience
Rotech Healthcare August 2015 - Present
American HomePatient, Inc. October 2012 - August 2015
American HomePatient Inc August 2008 - September 2012
American HomePatient September 2002 - July 2008
American HomePatient April 1999 - September 2002
Realty Executives 1996 - 1999
Edward Jones October 1995 - September 1996
Skills
Management, Contract Management, Risk Management, Negotiation, Sales, Program Management, Insurance, Real Estate Paralegal, Real Estate, Property Management, Location Intelligence, Facilities Management, Series 64, Series 7, Economic Development..., Utility Aggregation, Team Building, Healthcare, Leadership, Strategic Planning, Contract Negotiation, Process Improvement
Education
Roosevelt University
BSBA, Business Administration and Finance
Rotech Healthcare August 2015 - Present
American HomePatient, Inc. October 2012 - August 2015
American HomePatient Inc August 2008 - September 2012
American HomePatient September 2002 - July 2008
American HomePatient April 1999 - September 2002
Realty Executives 1996 - 1999
Edward Jones October 1995 - September 1996
Skills
Management, Contract Management, Risk Management, Negotiation, Sales, Program Management, Insurance, Real Estate Paralegal, Real Estate, Property Management, Location Intelligence, Facilities Management, Series 64, Series 7, Economic Development..., Utility Aggregation, Team Building, Healthcare, Leadership, Strategic Planning, Contract Negotiation, Process Improvement
Education
Roosevelt University
BSBA, Business Administration and Finance
Karen Schuetz's Edward Jones Experience September 2014 - Present
Job
Industry Financial Services
Experience
Edward Jones September 2014 - Present
PHH Mortgage June 2012 - August 2014
Aon Hewitt September 2011 - June 2012
Morgan Stanley Private Bank April 2010 - September 2011
Kovitz Shifrin Nesbit June 2009 - April 2010
Morgan Stanley October 2006 - February 2008
Utilities, Inc November 2005 - 2006
Morgan Stanley October 2002 - July 2005
ADP May 2001 - October 2002
David Hafft & Co. 2000 - 2001
Skills
Finance, Credit, Mortgage Lending, Financial Analysis, Loans, Leadership, Analysis, Cash Management, Accounts Payable, Customer Service, Time Management, Management, Risk Management, Accounting, Banking, Forecasting, Securities, Variance Analysis, Account Reconciliation, Budgets, Financial Services
Education
Rockford College
Bachelor of Science
Edward Jones September 2014 - Present
PHH Mortgage June 2012 - August 2014
Aon Hewitt September 2011 - June 2012
Morgan Stanley Private Bank April 2010 - September 2011
Kovitz Shifrin Nesbit June 2009 - April 2010
Morgan Stanley October 2006 - February 2008
Utilities, Inc November 2005 - 2006
Morgan Stanley October 2002 - July 2005
ADP May 2001 - October 2002
David Hafft & Co. 2000 - 2001
Skills
Finance, Credit, Mortgage Lending, Financial Analysis, Loans, Leadership, Analysis, Cash Management, Accounts Payable, Customer Service, Time Management, Management, Risk Management, Accounting, Banking, Forecasting, Securities, Variance Analysis, Account Reconciliation, Budgets, Financial Services
Education
Rockford College
Bachelor of Science
Brett Loeb's Edward Jones Experience October 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1998 - Present
Haraeus Kulzer AG 1996 - 1998
Tetra Pak 1994 - 1997
Education
University of Notre Dame - Mendoza College of Business 1993 — 1994
MBA, Finance / Marketing
Saint John's University 1986 — 1990
BS, Econ / Math
Edward Jones October 1998 - Present
Haraeus Kulzer AG 1996 - 1998
Tetra Pak 1994 - 1997
Education
University of Notre Dame - Mendoza College of Business 1993 — 1994
MBA, Finance / Marketing
Saint John's University 1986 — 1990
BS, Econ / Math
Joe DeLeo's Edward Jones Experience April 2010 - November 2012
Job Sales Professional
Industry Financial Services
Experience
Embrace Home Loans November 2012 - March 2015
Edward Jones April 2010 - November 2012
W.W. Grainger October 2008 - March 2010
1st National Bank of Arizona May 2007 - September 2007
Fremont Investment & Loan October 2002 - March 2007
Skills
Sales Management, CRM, Sales, Business Development, Management, Mortgage Lending, Wealth Management, Finance, Mortgage Banking, Strategy, Banking, Start-ups, Retirement Planning
Education
Roger Williams University
BA, Economics
Embrace Home Loans November 2012 - March 2015
Edward Jones April 2010 - November 2012
W.W. Grainger October 2008 - March 2010
1st National Bank of Arizona May 2007 - September 2007
Fremont Investment & Loan October 2002 - March 2007
Skills
Sales Management, CRM, Sales, Business Development, Management, Mortgage Lending, Wealth Management, Finance, Mortgage Banking, Strategy, Banking, Start-ups, Retirement Planning
Education
Roger Williams University
BA, Economics
Christian Colvin's Edward Jones Experience January 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2005 - Present
CH2M HILL July 1999 - January 2005
Education
University of Illinois at Urbana-Champaign 1997 — 1999
MS Environmental Engineering
Rose-Hulman Institute of Technology 1993 — 1997
BS Civil Engineering
Edward Jones January 2005 - Present
CH2M HILL July 1999 - January 2005
Education
University of Illinois at Urbana-Champaign 1997 — 1999
MS Environmental Engineering
Rose-Hulman Institute of Technology 1993 — 1997
BS Civil Engineering
Colleen Spaits Wilson's Edward Jones Experience April 2012 - April 2015
Job Product Marketing Lead Square Capital at Square
Industry Internet
Experience
Square June 2015 - Present
Edward Jones April 2012 - April 2015
Square 2015 - 2015
Square 2015 - 2015
Edward Jones July 2007 - March 2012
Edward Jones July 2006 - July 2007
Edward Jones May 2005 - August 2005
McGowan Crain January 2005 - May 2005
Skills
Leadership, Strategy, Competitive Analysis, Strategic Planning, Financial Services, Analytics, Business Development, Product Marketing, New Business Development, Project Management, Financial Planning, Marketing Research, Business Strategy, Strategic Financial..., Series 63, Consumer Behaviour, Technology Product..., New Venture Development, Business Innovation, Marketing Communications, Mutual Funds, Public Speaking, Uniform Combined State..., Microsoft Office
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Strategy & Entrepreneurship
Saint Louis University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Economics & Marketing
Square June 2015 - Present
Edward Jones April 2012 - April 2015
Square 2015 - 2015
Square 2015 - 2015
Edward Jones July 2007 - March 2012
Edward Jones July 2006 - July 2007
Edward Jones May 2005 - August 2005
McGowan Crain January 2005 - May 2005
Skills
Leadership, Strategy, Competitive Analysis, Strategic Planning, Financial Services, Analytics, Business Development, Product Marketing, New Business Development, Project Management, Financial Planning, Marketing Research, Business Strategy, Strategic Financial..., Series 63, Consumer Behaviour, Technology Product..., New Venture Development, Business Innovation, Marketing Communications, Mutual Funds, Public Speaking, Uniform Combined State..., Microsoft Office
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Strategy & Entrepreneurship
Saint Louis University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Economics & Marketing
Robert (Bob) Steck MBA, CRPC®'s Edward Jones Experience November 2012 - August 2014
Job Financial Advisor at Merrill Lynch
Industry Consumer Goods
Experience
Merrill Lynch August 2014 - Present
Edward Jones November 2012 - August 2014
Anheuser-Busch 1985 - 2011
Education
The University of Chicago - Booth School of Business
MBA, Finance
Fletcher School, Tufts University
MALD, International Economics & Finance
Saint Louis University
Bachelor of Arts, Political Science & French
L'Institut D'Etudes Politiques 1977 — 1978
Certificat D'Etudes Politiques, Political Science & Economics
Merrill Lynch August 2014 - Present
Edward Jones November 2012 - August 2014
Anheuser-Busch 1985 - 2011
Education
The University of Chicago - Booth School of Business
MBA, Finance
Fletcher School, Tufts University
MALD, International Economics & Finance
Saint Louis University
Bachelor of Arts, Political Science & French
L'Institut D'Etudes Politiques 1977 — 1978
Certificat D'Etudes Politiques, Political Science & Economics
Brian Donelon's Edward Jones Experience April 2012 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Verizon Wireless January 1990 - March 2012
Education
Saint Louis University
Business and Personal/Financial Services Marketing Operations
Edward Jones April 2012 - Present
Verizon Wireless January 1990 - March 2012
Education
Saint Louis University
Business and Personal/Financial Services Marketing Operations
Cory Weiser, CIMA, CMFC, CRPC, MBA's Edward Jones Experience 2002 - 2003
Job Financial Advisor & Special Needs Planner with Cory Weiser Financial Group an office of MetLife
Industry Financial Services
Experience
Ewing Citizens for Civil Rights (ECCR) January 2009 - Present
MetLife April 2009 - Present
AllianceBernstein March 2007 - October 2008
AllianceBernstein November 2006 - March 2007
AllianceBernstein January 2005 - November 2006
AllianceBernstein December 2003 - January 2005
Edward Jones 2002 - 2003
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Life Insurance, Estate Planning, College Education..., Disability Insurance, Long Term Care Insurance, Variable Annuities
Education
Rider University 2003 — 2011
MBA, Entreprenuership
Rider University 1998 — 2002
BS, Finance, Computer Information Systems
Washington Township High School 1994 — 1998
Ewing Citizens for Civil Rights (ECCR) January 2009 - Present
MetLife April 2009 - Present
AllianceBernstein March 2007 - October 2008
AllianceBernstein November 2006 - March 2007
AllianceBernstein January 2005 - November 2006
AllianceBernstein December 2003 - January 2005
Edward Jones 2002 - 2003
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Life Insurance, Estate Planning, College Education..., Disability Insurance, Long Term Care Insurance, Variable Annuities
Education
Rider University 2003 — 2011
MBA, Entreprenuership
Rider University 1998 — 2002
BS, Finance, Computer Information Systems
Washington Township High School 1994 — 1998
Ciara Taylor's Edward Jones Experience October 2011 - January 2013
Job Management Trainee at Enterprise RentACar
Industry Public Relations and Communications
Experience
Enterprise Rent-A-Car December 2014 - Present
Colonial Surety Company January 2013 - October 2014
Edward Jones October 2011 - January 2013
Right Management 2010 - October 2011
One @ Dunroven August 2009 - February 2010
Care-one At Dunroven August 2009 - February 2010
Villanova University October 2008 - May 2009
Rider University September 2006 - May 2007
Rider University September 2004 - May 2007
Rider University 2004 - 2007
Skills
Press Releases, Public Relations, Newsletters, Public Speaking, Publishing, Event Planning, Social Media, Facebook, Social Networking, Editing, Event Management, Media Relations, Social Media Marketing, Strategic Communications, Blogging, Marketing Communications, Microsoft Office, Customer Service, Interviews, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Writing
Education
Villanova University 2007 — 2009
MA, Strategic Communication
Villanova University 2007 — 2009
Masters of the Arts in the School, Liberal Arts and Sciences; Strategic Communication
Rider University 2003 — 2007
BA, Journalism/Public Relations
Rider University 2003 — 2007
Bachelor of Arts in the School, Liberal Arts and Sciences; Journalism
Enterprise Rent-A-Car December 2014 - Present
Colonial Surety Company January 2013 - October 2014
Edward Jones October 2011 - January 2013
Right Management 2010 - October 2011
One @ Dunroven August 2009 - February 2010
Care-one At Dunroven August 2009 - February 2010
Villanova University October 2008 - May 2009
Rider University September 2006 - May 2007
Rider University September 2004 - May 2007
Rider University 2004 - 2007
Skills
Press Releases, Public Relations, Newsletters, Public Speaking, Publishing, Event Planning, Social Media, Facebook, Social Networking, Editing, Event Management, Media Relations, Social Media Marketing, Strategic Communications, Blogging, Marketing Communications, Microsoft Office, Customer Service, Interviews, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Writing
Education
Villanova University 2007 — 2009
MA, Strategic Communication
Villanova University 2007 — 2009
Masters of the Arts in the School, Liberal Arts and Sciences; Strategic Communication
Rider University 2003 — 2007
BA, Journalism/Public Relations
Rider University 2003 — 2007
Bachelor of Arts in the School, Liberal Arts and Sciences; Journalism
Pam Gennardo's Edward Jones Experience July 2013 - Present
Job Edward Jones Investments
Industry Investment Management
Experience
Edward Jones July 2013 - Present
Bank of Oklahoma June 2013 - July 2013
Lowe's Home Improvement October 2012 - June 2013
YMCA of Greater Tulsa August 2006 - August 2012
Daily Family YMCA October 2005 - August 2006
B.R. Ryall YMCA August 1991 - September 2005
Skills
Fundraising, Non-profits, Event Planning, Community Outreach, Public Relations, Strategic Planning, Customer Service, Event Management, Marketing, Budgets, Volunteer Management, Social Media, Leadership, Nonprofits, Proposal Writing, Program Management, Social Media Marketing, Sales, Training, Social Networking, Management, Account Management, Recruiting, Time Management, Sales Management, Interviews, Marketing Communications, Advertising, Customer Satisfaction
Education
University of Tulsa 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Rogers State University 1984 — 1986
Edward Jones July 2013 - Present
Bank of Oklahoma June 2013 - July 2013
Lowe's Home Improvement October 2012 - June 2013
YMCA of Greater Tulsa August 2006 - August 2012
Daily Family YMCA October 2005 - August 2006
B.R. Ryall YMCA August 1991 - September 2005
Skills
Fundraising, Non-profits, Event Planning, Community Outreach, Public Relations, Strategic Planning, Customer Service, Event Management, Marketing, Budgets, Volunteer Management, Social Media, Leadership, Nonprofits, Proposal Writing, Program Management, Social Media Marketing, Sales, Training, Social Networking, Management, Account Management, Recruiting, Time Management, Sales Management, Interviews, Marketing Communications, Advertising, Customer Satisfaction
Education
University of Tulsa 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Rogers State University 1984 — 1986
Jack W. Kennedy III, CFP®, AAMS's Edward Jones Experience January 1994 - May 2004
Job President, Kennedy Investment Group
Industry Financial Services
Experience
Kennedy Investment Group May 2004 - Present
Edward Jones January 1994 - May 2004
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Fixed Annuities, Finance, Wealth, Disability Insurance, Asset Allocation, Term Life Insurance, Portfolio Management, Long-term Care, Investment Advisory, Asset Managment, Wealth Management..., Life Insurance, Investment Strategies, Securities, Health Insurance, 401k, Property & Casualty...
Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
B.A., Pre-Law
Kennedy Investment Group May 2004 - Present
Edward Jones January 1994 - May 2004
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Fixed Annuities, Finance, Wealth, Disability Insurance, Asset Allocation, Term Life Insurance, Portfolio Management, Long-term Care, Investment Advisory, Asset Managment, Wealth Management..., Life Insurance, Investment Strategies, Securities, Health Insurance, 401k, Property & Casualty...
Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
B.A., Pre-Law
Brad Rutledge's Edward Jones Experience June 2011 - July 2013
Job Finance Specialist
Industry Financial Services
Experience
Edward Jones June 2011 - July 2013
Miller, Canfield, Paddock and Stone, PLC 2008 - June 2011
Howard & Howard Attorneys PLLC 1995 - 2004
Skills
Financial Analysis, Strategic Planning, Leadership, Nonprofits, Investment Banking, Public Finance, Negotiation, Securities, Business Strategy, Public Speaking, Investments, Due Diligence, Project Management, Legal Research, Finance, Bonds, Capital Markets, Legal Writing, Research
Education
University of Michigan Law School 1976 — 1979
Doctor of Law (JD)
Rockford College 1972 — 1976
Bachelor's degree, Economics and Business
Edward Jones June 2011 - July 2013
Miller, Canfield, Paddock and Stone, PLC 2008 - June 2011
Howard & Howard Attorneys PLLC 1995 - 2004
Skills
Financial Analysis, Strategic Planning, Leadership, Nonprofits, Investment Banking, Public Finance, Negotiation, Securities, Business Strategy, Public Speaking, Investments, Due Diligence, Project Management, Legal Research, Finance, Bonds, Capital Markets, Legal Writing, Research
Education
University of Michigan Law School 1976 — 1979
Doctor of Law (JD)
Rockford College 1972 — 1976
Bachelor's degree, Economics and Business
Allison Byron's Edward Jones Experience June 2011 - December 2013
Job Market Research Analyst at Saint Luke's Health System
Industry Hospital & Health Care
Experience
Saint Luke's Health System June 2014 - Present
Rockhurst University June 2013 - December 2013
Edward Jones June 2011 - December 2013
Waseca Waterpark June 2013 - September 2013
Waseca Waterpark May 2013 - September 2013
Waseca Waterpark June 2008 - September 2013
Itron June 2010 - August 2012
Skills
Healthcare, Leadership, PowerPoint, Microsoft Word, Team Building, Teamwork, Team Leadership, Research, Leadership Development, Microsoft Excel, Visual Basic, Access, SPSS
Education
Rockhurst University 2010 — 2014
Bachelor's Degree, Mathematics & Physics of Medicine, 3.6
Waseca High School 2006 — 2010
Diploma, Mathematics
Saint Luke's Health System June 2014 - Present
Rockhurst University June 2013 - December 2013
Edward Jones June 2011 - December 2013
Waseca Waterpark June 2013 - September 2013
Waseca Waterpark May 2013 - September 2013
Waseca Waterpark June 2008 - September 2013
Itron June 2010 - August 2012
Skills
Healthcare, Leadership, PowerPoint, Microsoft Word, Team Building, Teamwork, Team Leadership, Research, Leadership Development, Microsoft Excel, Visual Basic, Access, SPSS
Education
Rockhurst University 2010 — 2014
Bachelor's Degree, Mathematics & Physics of Medicine, 3.6
Waseca High School 2006 — 2010
Diploma, Mathematics
Jo Ann Landis's Edward Jones Experience 2008 - Present
Job OnCall BOa at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
Associated Bank August 1982 - March 1995
Skills
Event Planning, Microsoft Office, Social Media, Public Speaking, Public Relations, Leadership, Event Management, Portfolio Management, Financial Analysis
Education
Rock Valley College
Business, Management, Marketing, and Related Support Services
Edward Jones 2008 - Present
Associated Bank August 1982 - March 1995
Skills
Event Planning, Microsoft Office, Social Media, Public Speaking, Public Relations, Leadership, Event Management, Portfolio Management, Financial Analysis
Education
Rock Valley College
Business, Management, Marketing, and Related Support Services
Laurie Allen's Edward Jones Experience September 2007 - May 2011
Job Retirement Services Operational Risk Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2011 - January 2014
Edward Jones September 2007 - May 2011
Bank of America July 2006 - July 2007
Skills
Customer Service, Retirement, Banking, Retail Banking, Microsoft Word, Management, Commercial Banking, Retirement Savings, Microsoft Excel, Phone Etiquette, Accounting, Fast-paced, Service Operation, Operational Activities
Education
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2011 - January 2014
Edward Jones September 2007 - May 2011
Bank of America July 2006 - July 2007
Skills
Customer Service, Retirement, Banking, Retail Banking, Microsoft Word, Management, Commercial Banking, Retirement Savings, Microsoft Excel, Phone Etiquette, Accounting, Fast-paced, Service Operation, Operational Activities
Education
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Alan Beckhard's Edward Jones Experience 1995 - 1997
Job Pharmaceutical Sales Representative at inVentiv Health / Iroko Pharmaceuticals
Industry Pharmaceuticals
Experience
inVentiv Health January 2012 - Present
Novartis 2009 - 2011
inVentiv Health 2006 - 2008
DOV Pharmaceutical 2005 - 2006
AllianceBernstein 2004 - 2004
LSI Corporation 2001 - 2003
Wells Fargo Advisors 1997 - 2000
Edward Jones 1995 - 1997
Boeing 1989 - 1993
Education
Saint Louis University 1993 — 1995
MBA
University of Rochester
BS
inVentiv Health January 2012 - Present
Novartis 2009 - 2011
inVentiv Health 2006 - 2008
DOV Pharmaceutical 2005 - 2006
AllianceBernstein 2004 - 2004
LSI Corporation 2001 - 2003
Wells Fargo Advisors 1997 - 2000
Edward Jones 1995 - 1997
Boeing 1989 - 1993
Education
Saint Louis University 1993 — 1995
MBA
University of Rochester
BS
R. Jordan Prescott's Edward Jones Experience June 1996 - December 2001
Job Customized Insights
Industry Management Consulting
Experience
National Security Professional August 2002 - Present
Wikistrat 2012 - 2014
Edward Jones June 1996 - December 2001
Bloomberg Financial Market June 1994 - May 1996
Skills
Counterterrorism, Management Consulting, New Media, Investments, Program Management, Finance, National Security, Military, Intelligence, Government, Foreign Policy, International Relations, Intelligence Analysis, Defense, Policy
Education
Rutgers University 1998 — 2000
MA, Global Affairs
National Security Professional August 2002 - Present
Wikistrat 2012 - 2014
Edward Jones June 1996 - December 2001
Bloomberg Financial Market June 1994 - May 1996
Skills
Counterterrorism, Management Consulting, New Media, Investments, Program Management, Finance, National Security, Military, Intelligence, Government, Foreign Policy, International Relations, Intelligence Analysis, Defense, Policy
Education
Rutgers University 1998 — 2000
MA, Global Affairs
Ben Gathard's Edward Jones Experience September 2013 - March 2014
Job Creative Director / Interactive Designer / FrontEnd Developer
Industry Design
Experience
Brevity Digital Design & Branding June 2013 - Present
Falk Harrison March 2014 - June 2014
Edward Jones September 2013 - March 2014
goBRANDgo! July 2012 - September 2013
Joojoo 2011 - 2012
The Net Impact February 2011 - November 2011
Schnuck Markets, Inc. September 2008 - February 2011
Skills
Web Design, Web Development, Web Analytics, Wordpress, HTML, CSS, Mobile Web Design, Google Analytics, Google Adwords, Social Media, Corporate Branding, Brand Management, Brand Awareness, Print, Logo Design, Photoshop, Illustrator, InDesign, WordPress, Email Marketing, Branding & Identity, HTML 5, Online Marketing, Mac, Front-end, Flash, Online Advertising, Dreamweaver, CMS, Advertising, Creative Direction, Photography
Education
Saint Louis University 2001 — 2006
Bachelor's degree, Communications Technology/Technician, 3.0
Brevity Digital Design & Branding June 2013 - Present
Falk Harrison March 2014 - June 2014
Edward Jones September 2013 - March 2014
goBRANDgo! July 2012 - September 2013
Joojoo 2011 - 2012
The Net Impact February 2011 - November 2011
Schnuck Markets, Inc. September 2008 - February 2011
Skills
Web Design, Web Development, Web Analytics, Wordpress, HTML, CSS, Mobile Web Design, Google Analytics, Google Adwords, Social Media, Corporate Branding, Brand Management, Brand Awareness, Print, Logo Design, Photoshop, Illustrator, InDesign, WordPress, Email Marketing, Branding & Identity, HTML 5, Online Marketing, Mac, Front-end, Flash, Online Advertising, Dreamweaver, CMS, Advertising, Creative Direction, Photography
Education
Saint Louis University 2001 — 2006
Bachelor's degree, Communications Technology/Technician, 3.0
Mark Rediger's Edward Jones Experience August 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Sandy Direct - A Division of Sandy Alexander June 2006 - August 2014
Vertis Communications May 2004 - June 2006
Vertis Communications 1980 - June 2006
Vertis Communications 2002 - March 2004
Skills
Lean Manufacturing, Direct Mail, ISO, Variable Data Printing, Color Management, Six Sigma, Digital Printing, Bindery, Wide Format Printing, Offset Printing, Print On Demand, 5S, Ink, Pre-press, Print Management, Finish, Lithography, Web-to-print, New Business Development, Graphic Arts, Labels, Direct Marketing, Packaging, QuarkXPress, Flexo, Catalogs, Process Improvement, Iso 9000, Production Managment, Continuous Improvement, Die Cutting, Email Marketing, Pitstop, Leadership, Color Correction, Proof, Inkjet, Pdf, Manufacturing, Adobe Acrobat, Screen Printing, Layout, Corporate Gifts, One-to-one Marketing, Corrugated, Embossing, Preps, Color Printing, G7, Foil Stamping
Education
Rochester Institute of Technology 1978 — 1980
Rumson Fair Haven 1975 — 1978
Edward Jones August 2014 - Present
Sandy Direct - A Division of Sandy Alexander June 2006 - August 2014
Vertis Communications May 2004 - June 2006
Vertis Communications 1980 - June 2006
Vertis Communications 2002 - March 2004
Skills
Lean Manufacturing, Direct Mail, ISO, Variable Data Printing, Color Management, Six Sigma, Digital Printing, Bindery, Wide Format Printing, Offset Printing, Print On Demand, 5S, Ink, Pre-press, Print Management, Finish, Lithography, Web-to-print, New Business Development, Graphic Arts, Labels, Direct Marketing, Packaging, QuarkXPress, Flexo, Catalogs, Process Improvement, Iso 9000, Production Managment, Continuous Improvement, Die Cutting, Email Marketing, Pitstop, Leadership, Color Correction, Proof, Inkjet, Pdf, Manufacturing, Adobe Acrobat, Screen Printing, Layout, Corporate Gifts, One-to-one Marketing, Corrugated, Embossing, Preps, Color Printing, G7, Foil Stamping
Education
Rochester Institute of Technology 1978 — 1980
Rumson Fair Haven 1975 — 1978
Patrick McGuiness's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
N-Vision Optics October 2004 - September 2013
US Army National Guard August 2003 - August 2011
Skills
Military, Leadership, Afghanistan, Military Operations, Tactics, Army, Security Clearance, Operational Planning, Combat, Surveillance, Command, Defense, Military Experience, Series 7, Series 66, Investments, Retirement Planning, College Savings Plans, Customer Satisfaction
Education
Saint Anselm College 1997 — 2001
BA, Criminal Justice
Pinkerton Academy 1993 — 1997
Edward Jones September 2013 - Present
N-Vision Optics October 2004 - September 2013
US Army National Guard August 2003 - August 2011
Skills
Military, Leadership, Afghanistan, Military Operations, Tactics, Army, Security Clearance, Operational Planning, Combat, Surveillance, Command, Defense, Military Experience, Series 7, Series 66, Investments, Retirement Planning, College Savings Plans, Customer Satisfaction
Education
Saint Anselm College 1997 — 2001
BA, Criminal Justice
Pinkerton Academy 1993 — 1997
Laura Sei's Edward Jones Experience April 2015 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones April 2000 - April 2015
A.G. Edwards 1995 - 2000
Skills
Series 24, Series 7, Series 63
Education
Rockhurst College 1992 — 1994
Bachelor of Science (BS), Business Economics
University of Missouri-Columbia 1989 — 1991
Edward Jones April 2015 - Present
Edward Jones April 2000 - April 2015
A.G. Edwards 1995 - 2000
Skills
Series 24, Series 7, Series 63
Education
Rockhurst College 1992 — 1994
Bachelor of Science (BS), Business Economics
University of Missouri-Columbia 1989 — 1991
Laurie Maloney's Edward Jones Experience 2006 - Present
Job
Industry
Experience
Edward Jones 2006 - Present
Education
Saint Bonaventure University
Edward Jones 2006 - Present
Education
Saint Bonaventure University
Nicole Magiera's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Hantz Financial Services June 2014 - June 2015
Magiera Multimedia August 2008 - May 2014
National Coney Island September 2000 - May 2014
Make-A-Wish Foundation of Michigan June 2011 - January 2012
Skills
Event Management, Event Planning, Fundraising, Public Relations, Social Networking, Social Media
Education
Rochester College 2009 — 2010
BBA, Management
Edward Jones August 2015 - Present
Hantz Financial Services June 2014 - June 2015
Magiera Multimedia August 2008 - May 2014
National Coney Island September 2000 - May 2014
Make-A-Wish Foundation of Michigan June 2011 - January 2012
Skills
Event Management, Event Planning, Fundraising, Public Relations, Social Networking, Social Media
Education
Rochester College 2009 — 2010
BBA, Management
Patrick Rodgers's Edward Jones Experience December 2006 - July 2007
Job
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
Peters Township Ambulance Service July 2002 - Present
MarketSphere Unclaimed Property Specialists April 2014 - June 2015
Computershare February 2012 - June 2013
BNY Mellon August 2007 - January 2012
Edward Jones December 2006 - July 2007
PNC March 1996 - July 2006
Skills
Management, Risk Management, Securities, Process Improvement, Due Diligence, Customer Service, Team Leadership, Business Analysis, Internal Audit, SEC filings, Leadership, Strategic Planning, Finance, Vendor Management, Analysis, Microsoft Excel, Data Analysis, Call Centers, Microsoft Office, PeopleSoft, PowerPoint, Unclaimed Property, Banking, Manage Client..., CRM, Financial Services
Education
Robert Morris University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
BNY Mellon Wealth Management August 2015 - Present
Peters Township Ambulance Service July 2002 - Present
MarketSphere Unclaimed Property Specialists April 2014 - June 2015
Computershare February 2012 - June 2013
BNY Mellon August 2007 - January 2012
Edward Jones December 2006 - July 2007
PNC March 1996 - July 2006
Skills
Management, Risk Management, Securities, Process Improvement, Due Diligence, Customer Service, Team Leadership, Business Analysis, Internal Audit, SEC filings, Leadership, Strategic Planning, Finance, Vendor Management, Analysis, Microsoft Excel, Data Analysis, Call Centers, Microsoft Office, PeopleSoft, PowerPoint, Unclaimed Property, Banking, Manage Client..., CRM, Financial Services
Education
Robert Morris University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Dirk Lebar's Edward Jones Experience August 2011 - March 2012
Job Vice President at Dickinson Financial Corporation Academy Bank, a division of Armed Forces Bank
Industry Banking
Experience
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank 2012 - Present
Edward Jones August 2011 - March 2012
RPS Financial Group October 2008 - July 2011
Financial Industry Regulatory Authority June 2006 - October 2008
UMB Bank January 2006 - June 2006
Waddell & Reed November 1998 - January 2006
Skills
Financial Analysis, Financial Modeling, Strategic Planning, New Business Development, Retirement Planning, Leadership Development, Finance, FINRA Series 7, FINRA Series 10, FINRA Series 63, FINRA Series 65, Life and Health..., FINRA Examiner..., Financial Reporting, Financial Accounting, Change Management, Project Management, Program Management, Investments, Risk Management, Financial Services, Portfolio Management, Banking, Insurance, Leadership, Asset Allocation, Management, Analysis, Cash Management, Mutual Funds, Financial Risk, Retirement, Accounting, Regulatory Compliance, Auditing
Education
Rockhurst University 2003 — 2004
MBA, Business Administration
Rockhurst University
BA, Economics
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank 2012 - Present
Edward Jones August 2011 - March 2012
RPS Financial Group October 2008 - July 2011
Financial Industry Regulatory Authority June 2006 - October 2008
UMB Bank January 2006 - June 2006
Waddell & Reed November 1998 - January 2006
Skills
Financial Analysis, Financial Modeling, Strategic Planning, New Business Development, Retirement Planning, Leadership Development, Finance, FINRA Series 7, FINRA Series 10, FINRA Series 63, FINRA Series 65, Life and Health..., FINRA Examiner..., Financial Reporting, Financial Accounting, Change Management, Project Management, Program Management, Investments, Risk Management, Financial Services, Portfolio Management, Banking, Insurance, Leadership, Asset Allocation, Management, Analysis, Cash Management, Mutual Funds, Financial Risk, Retirement, Accounting, Regulatory Compliance, Auditing
Education
Rockhurst University 2003 — 2004
MBA, Business Administration
Rockhurst University
BA, Economics
Adam Dent's Edward Jones Experience July 2014 - Present
Job Head Cashier at The Home Depot
Industry Retail
Experience
Edward Jones July 2014 - Present
The Home Depot May 2012 - June 2014
The Home Depot May 2011 - June 2012
Webster Groves High School- Theater Department August 2008 - May 2010
Skills
Management, Training, Customer Service, Public Speaking, Retail, Sales, Time Management
Education
Webster University 2013 — 2015
Bachelor of Arts (BA), Management with an emphasis in Marketing, N/A
Saint Louis Community College-Meramec 2012 — 2013
Associates of Arts, Business, 3.6 GPA
University of Missouri-Columbia 2010 — 2011
Edward Jones July 2014 - Present
The Home Depot May 2012 - June 2014
The Home Depot May 2011 - June 2012
Webster Groves High School- Theater Department August 2008 - May 2010
Skills
Management, Training, Customer Service, Public Speaking, Retail, Sales, Time Management
Education
Webster University 2013 — 2015
Bachelor of Arts (BA), Management with an emphasis in Marketing, N/A
Saint Louis Community College-Meramec 2012 — 2013
Associates of Arts, Business, 3.6 GPA
University of Missouri-Columbia 2010 — 2011
Rose-Anne McCarthy's Edward Jones Experience 2006 - March 2011
Job Eligibility Worker at Valley Health Connections
Industry Financial Services
Experience
Valley Health Connections August 2013 - Present
Wells Fargo Advisors March 2011 - March 2012
Edward Jones 2006 - March 2011
Education
River Valley Community College 2010 — 2012
Certificate, Paralegal, 4.0
Post College 1980 — 1984
Bachelor of Science (BS), Business with a concentration in marketing., 3.55
Valley Health Connections August 2013 - Present
Wells Fargo Advisors March 2011 - March 2012
Edward Jones 2006 - March 2011
Education
River Valley Community College 2010 — 2012
Certificate, Paralegal, 4.0
Post College 1980 — 1984
Bachelor of Science (BS), Business with a concentration in marketing., 3.55
Diane Wardlow's Edward Jones Experience January 2001 - June 2004
Job Front Desk Assistant at David M. Bice, M.D.
Industry Medical Practice
Experience
David M. Bice, M.D. August 2010 - Present
Edward Jones January 2001 - June 2004
Education
Eastern Oregon Univeristy 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Saint Leo University 2004 — 2008
David M. Bice, M.D. August 2010 - Present
Edward Jones January 2001 - June 2004
Education
Eastern Oregon Univeristy 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Saint Leo University 2004 — 2008
Christina Mosley's Edward Jones Experience August 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones August 2013 - Present
New Jersey Health Foundation January 2001 - June 2013
Talley Management Group January 1997 - January 2001
Eastwind Airlines (subsidiary of UM Holdings, Ltd.) January 1996 - January 1997
UM Holdings, Ltd. June 1982 - January 1996
Skills
Office Management, Project Management, Raiser's Edge, Microsoft Office, Constant Contact, Outstanding..., Fundraising, Annual Giving, Event Planning, Prospect Research, Stewardship, Nonprofits, Public Relations, Sales Promotion
Education
Gloucester County College
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Edward Jones August 2013 - Present
New Jersey Health Foundation January 2001 - June 2013
Talley Management Group January 1997 - January 2001
Eastwind Airlines (subsidiary of UM Holdings, Ltd.) January 1996 - January 1997
UM Holdings, Ltd. June 1982 - January 1996
Skills
Office Management, Project Management, Raiser's Edge, Microsoft Office, Constant Contact, Outstanding..., Fundraising, Annual Giving, Event Planning, Prospect Research, Stewardship, Nonprofits, Public Relations, Sales Promotion
Education
Gloucester County College
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Jeremy Killmer's Edward Jones Experience March 2000 - October 2013
Job Sales and Marketing at Going Green Solar
Industry Environmental Services
Experience
Going Green Solar March 2014 - Present
Edward Jones March 2000 - October 2013
Stifel Financial Corp. December 1999 - September 2002
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Sales Management, Compliance, Customer Service
Education
Saint Louis University 1991 — 1993
Bachelor of Science (BS), International Business
Richmond, The American International University in London 1990 — 1991
International Business & Economic
Going Green Solar March 2014 - Present
Edward Jones March 2000 - October 2013
Stifel Financial Corp. December 1999 - September 2002
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Sales Management, Compliance, Customer Service
Education
Saint Louis University 1991 — 1993
Bachelor of Science (BS), International Business
Richmond, The American International University in London 1990 — 1991
International Business & Economic
Connie Loken's Edward Jones Experience November 2011 - Present
Job Branch Office Adminstration at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Belvidere Dental Design July 2010 - November 2011
TruEssence Fitness and Day Spa June 2005 - August 2008
Skills
Retirement, Banking, Employee Benefits, Wealth, Uniform Combined State..., Small Business, Relationship Management, Sales, Credit, Mutual Funds, Investments, Customer Service, Retirement Planning, Portfolio Management
Education
Rock Valley College
Associate of Science (A.S.), Business Administration and Management, General
Edward Jones November 2011 - Present
Belvidere Dental Design July 2010 - November 2011
TruEssence Fitness and Day Spa June 2005 - August 2008
Skills
Retirement, Banking, Employee Benefits, Wealth, Uniform Combined State..., Small Business, Relationship Management, Sales, Credit, Mutual Funds, Investments, Customer Service, Retirement Planning, Portfolio Management
Education
Rock Valley College
Associate of Science (A.S.), Business Administration and Management, General
karen gomric's Edward Jones Experience July 2015 - Present
Job
Industry
Experience
Edward Jones July 2015 - Present
Education
Rockhurst University
Bachelor of Arts (B.A.)
Edward Jones July 2015 - Present
Education
Rockhurst University
Bachelor of Arts (B.A.)
Roger Weller's Edward Jones Experience December 1999 - January 2006
Job Consultant at CheckUp Revenue Specialists
Industry Management Consulting
Experience
Check-Up Revenue Specialists May 2014 - Present
Scottrade November 2011 - March 2014
Waddell & Reed May 2008 - November 2011
Marquis Cleaners and Laundry February 2006 - July 2007
Edward Jones December 1999 - January 2006
Five Star Bank April 1994 - December 1999
Nationwide Insurance April 1991 - April 1994
Chase February 1966 - November 1990
Skills
Management Consulting, Business Process..., Business Analysis, Change Management, Business Transformation, Strategy, Business Strategy, Business Process, Business Intelligence, Program Management
Education
Rochester Institute of Technology 1967 — 1976
Bachelor's Degree, Business
Check-Up Revenue Specialists May 2014 - Present
Scottrade November 2011 - March 2014
Waddell & Reed May 2008 - November 2011
Marquis Cleaners and Laundry February 2006 - July 2007
Edward Jones December 1999 - January 2006
Five Star Bank April 1994 - December 1999
Nationwide Insurance April 1991 - April 1994
Chase February 1966 - November 1990
Skills
Management Consulting, Business Process..., Business Analysis, Change Management, Business Transformation, Strategy, Business Strategy, Business Process, Business Intelligence, Program Management
Education
Rochester Institute of Technology 1967 — 1976
Bachelor's Degree, Business
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation