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
Trisha Kaehler Trisha Kaehler's Edward Jones Experience January 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Classic Travel - July 2010 - January 2015
Sprint January 2010 - July 2010
ProBuild Holdings June 2006 - January 2010
Midtown Foods June 2002 - July 2006
Skills
Travel Planning, Business Travel, Vacation, Leisure Travel, Travel Management, Tourism, Honeymoons, Cruises, Car Rental, Online Travel, Tour Operators, Travel Insurance, Incentive Travel, Travel Technology, Ticketing, Customer Service, Event Planning, Public Speaking, Sales
Education
Minnesota State College-Southeast Technical 2005 — 2006
Office specialist, General Office Occupations and Clerical Services
Saint Mary's University of Minnesota 2004 — 2005
None, Criminal Justice and Corrections, psycholgy
Edward Jones January 2015 - Present
Classic Travel - July 2010 - January 2015
Sprint January 2010 - July 2010
ProBuild Holdings June 2006 - January 2010
Midtown Foods June 2002 - July 2006
Skills
Travel Planning, Business Travel, Vacation, Leisure Travel, Travel Management, Tourism, Honeymoons, Cruises, Car Rental, Online Travel, Tour Operators, Travel Insurance, Incentive Travel, Travel Technology, Ticketing, Customer Service, Event Planning, Public Speaking, Sales
Education
Minnesota State College-Southeast Technical 2005 — 2006
Office specialist, General Office Occupations and Clerical Services
Saint Mary's University of Minnesota 2004 — 2005
None, Criminal Justice and Corrections, psycholgy
Nick Bramhall Nick Bramhall's Edward Jones Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Executive Financial Group LLC/OneAmerica General Agency October 2013 - Present
First Collinsville Maryville November 2010 - October 2013
Skills
PowerPoint, Time Management, Microsoft Office, Retirement Planning, Financial Analysis, Investments, Finance, Data Analysis, Microsoft Excel, Economics
Education
Saint Louis University 2011 — 2013
Anthropology/Economics/Political Science, Cultural & Political Impacts on Fiscal & Monetary Developments, Magna Cum Laude
Edward Jones May 2015 - Present
Executive Financial Group LLC/OneAmerica General Agency October 2013 - Present
First Collinsville Maryville November 2010 - October 2013
Skills
PowerPoint, Time Management, Microsoft Office, Retirement Planning, Financial Analysis, Investments, Finance, Data Analysis, Microsoft Excel, Economics
Education
Saint Louis University 2011 — 2013
Anthropology/Economics/Political Science, Cultural & Political Impacts on Fiscal & Monetary Developments, Magna Cum Laude
Giuseppe Giardina Giuseppe Giardina's Edward Jones Experience March 2015 - Present
Job Associate General Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones March 2015 - Present
Korein Tillery April 2013 - February 2015
Husch Blackwell LLP September 2003 - April 2013
Education
Saint Louis University School of Law 2000 — 2003
J.D.
Truman State University 1995 — 1999
B.A., History
Edward Jones March 2015 - Present
Korein Tillery April 2013 - February 2015
Husch Blackwell LLP September 2003 - April 2013
Education
Saint Louis University School of Law 2000 — 2003
J.D.
Truman State University 1995 — 1999
B.A., History
Jennifer Maxson's Edward Jones Experience June 2011 - Present
Job Service Division Analysis
Industry Research
Experience
Edward Jones June 2011 - Present
World Trade Center St. Louis October 2010 - December 2010
XTRA Lease LLC May 2010 - August 2010
Mobile On the Run May 2006 - July 2010
Skills
Marketing, Spanish, Financial Services, Market Research, Competitive Analysis, PowerPoint, Marketing Communications, Microsoft Excel, Analysis, Lead Generation, Hyperion Interactive..., Excel Dashboards, Data Analysis, Collaborative Problem...
Education
Saint Louis University 2007 — 2011
Bachelor of Science (BS), International Business and Marketing, Minor in Spanish
La Universidad Iberoamericana 2008 — 2009
Bachelor of Science (BS), International Business
Edward Jones June 2011 - Present
World Trade Center St. Louis October 2010 - December 2010
XTRA Lease LLC May 2010 - August 2010
Mobile On the Run May 2006 - July 2010
Skills
Marketing, Spanish, Financial Services, Market Research, Competitive Analysis, PowerPoint, Marketing Communications, Microsoft Excel, Analysis, Lead Generation, Hyperion Interactive..., Excel Dashboards, Data Analysis, Collaborative Problem...
Education
Saint Louis University 2007 — 2011
Bachelor of Science (BS), International Business and Marketing, Minor in Spanish
La Universidad Iberoamericana 2008 — 2009
Bachelor of Science (BS), International Business
Micha Rotz Micha Rotz's Edward Jones Experience June 2014 - Present
Job Branch Development Rotational Development Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones June 2013 - Present
Jimmy's on the Park June 2012 - Present
Drunken Fish January 2011 - January 2012
For Kids’ Sake January 2010 - January 2011
Mackie’s Pizza January 2006 - January 2011
Longbranch Coffeehouse and Vegetarian Café September 2008 - December 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Hospitality, Event Planning, Food & Beverage, Teamwork, Restaurants, Social Media, Time Management, Outlook, Event Management, Hospitality Management, Public Speaking, Hotels, Public Relations, Marketing, Sales, Social Networking, Team Leadership, Social Media Marketing, Team Building, Leadership
Education
Saint Louis University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Leadership and Change Management
Saint Louis University – John Cook School of Business 2011 — 2013
Bachelor of Science, Business Administration; Leadership and Change Management
Herrin High School 2005 — 2009
Edward Jones June 2014 - Present
Edward Jones June 2013 - Present
Jimmy's on the Park June 2012 - Present
Drunken Fish January 2011 - January 2012
For Kids’ Sake January 2010 - January 2011
Mackie’s Pizza January 2006 - January 2011
Longbranch Coffeehouse and Vegetarian Café September 2008 - December 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Hospitality, Event Planning, Food & Beverage, Teamwork, Restaurants, Social Media, Time Management, Outlook, Event Management, Hospitality Management, Public Speaking, Hotels, Public Relations, Marketing, Sales, Social Networking, Team Leadership, Social Media Marketing, Team Building, Leadership
Education
Saint Louis University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Leadership and Change Management
Saint Louis University – John Cook School of Business 2011 — 2013
Bachelor of Science, Business Administration; Leadership and Change Management
Herrin High School 2005 — 2009
Christine Salazar, M.A.'s Edward Jones Experience September 2005 - October 2006
Job FinanceRevenue Cycles at Mayo Clinic
Industry Financial Services
Experience
Mayo Clinic February 2015 - Present
CDW October 2013 - September 2014
JPMorgan Chase May 2011 - September 2011
Wells Fargo September 2010 - May 2011
Wells Fargo Shareowner March 2010 - September 2010
Wells Fargo December 2006 - March 2010
Edward Jones September 2005 - October 2006
Sterling State Bank March 2004 - July 2005
Skills
Project Management, Public Speaking, Strategic Planning, Public Relations, Securities, Microsoft Office, Marketing Communications, Training, Management, Social Networking, Sales, Strategic Communications, Sales & Marketing..., Symantec Endpoint..., VMware, Microsoft SQL Server, SPSS, Hosted Microsoft..., Symantec Backup, Symantec Security, Adobe Acrobat, Communication Training, Organizational..., Total Account Management, Customer Engagement, Quality Management, Quality Assurance, Speech Writing, Creative Writing, Account Management, Cisco Technologies, Microsoft Technologies, Adobe Creative Suite, HP, IT Infrastructure..., Cloud Computing, Virtualization, Computer Network..., Information Technology, Information Security, Sales Management, Digital Photography, Customer Service, Leadership
Education
Saint Mary's University of Minnesota 2007 — 2010
Master's of Arts, Management
Winona State University 1999 — 2001
B.A., Mass Communications, Graduated with honors
University of Wisconsin-Eau Claire 1997 — 1999
Mayo Clinic February 2015 - Present
CDW October 2013 - September 2014
JPMorgan Chase May 2011 - September 2011
Wells Fargo September 2010 - May 2011
Wells Fargo Shareowner March 2010 - September 2010
Wells Fargo December 2006 - March 2010
Edward Jones September 2005 - October 2006
Sterling State Bank March 2004 - July 2005
Skills
Project Management, Public Speaking, Strategic Planning, Public Relations, Securities, Microsoft Office, Marketing Communications, Training, Management, Social Networking, Sales, Strategic Communications, Sales & Marketing..., Symantec Endpoint..., VMware, Microsoft SQL Server, SPSS, Hosted Microsoft..., Symantec Backup, Symantec Security, Adobe Acrobat, Communication Training, Organizational..., Total Account Management, Customer Engagement, Quality Management, Quality Assurance, Speech Writing, Creative Writing, Account Management, Cisco Technologies, Microsoft Technologies, Adobe Creative Suite, HP, IT Infrastructure..., Cloud Computing, Virtualization, Computer Network..., Information Technology, Information Security, Sales Management, Digital Photography, Customer Service, Leadership
Education
Saint Mary's University of Minnesota 2007 — 2010
Master's of Arts, Management
Winona State University 1999 — 2001
B.A., Mass Communications, Graduated with honors
University of Wisconsin-Eau Claire 1997 — 1999
Jennifer Boulay Jennifer Boulay's Edward Jones Experience January 1995 - June 1997
Job PBS Financial Management and Planning Manager
Industry Mining & Metals
Experience
Peabody Energy August 2015 - Present
Peabody Energy May 2011 - July 2015
Peabody Energy January 2008 - April 2011
Peabody Energy June 2004 - December 2007
Ferguson Consulting Inc June 1997 - May 2004
Edward Jones January 1995 - June 1997
Skills
SAP R/3, Business Process..., SAP, ERP, Process Improvement, SAP ERP, Project Management, Business Analysis, Analysis, Continuous Improvement, Supply Chain Management, SAP Implementation, Management, Forecasting
Education
Saint Louis University 2011 — 2014
Master of Business Administration (MBA)
Southwest Missouri State University 1991 — 1994
Bachelor of Science (B.S.), Computer Information Systems
Peabody Energy August 2015 - Present
Peabody Energy May 2011 - July 2015
Peabody Energy January 2008 - April 2011
Peabody Energy June 2004 - December 2007
Ferguson Consulting Inc June 1997 - May 2004
Edward Jones January 1995 - June 1997
Skills
SAP R/3, Business Process..., SAP, ERP, Process Improvement, SAP ERP, Project Management, Business Analysis, Analysis, Continuous Improvement, Supply Chain Management, SAP Implementation, Management, Forecasting
Education
Saint Louis University 2011 — 2014
Master of Business Administration (MBA)
Southwest Missouri State University 1991 — 1994
Bachelor of Science (B.S.), Computer Information Systems
Katherine Willems Katherine Willems's Edward Jones Experience January 2004 - June 2004
Job Systems Data Analyst Enterprise Financial Planning and Analysis at Boeing
Industry Aviation & Aerospace
Experience
Boeing October 2009 - Present
Boeing October 2006 - November 2009
Boeing June 2004 - October 2006
Edward Jones January 2004 - June 2004
Skills
System Testing, Requirements Analysis, Business Analysis, Software Documentation, Sarbanes-Oxley Act, Finance System..., Application Portfolio..., Information Security..., TM1, SharePoint, Performance Metrics, End User Training, User Documentation, System Migration, SOX Compliancy, ClearQuest, Requirements Gathering, Functional Requirements, Macroscope, Troubleshooting, Test Planning, Test Cases, IT Audit, Security Audits, Functional Analysis, Release Management
Education
Washington University in St. Louis 2005 — 2007
Masters of Information Management, Management Information Systems, General
Saint Louis University 2000 — 2004
Bachelor of Science in Business Administration, Management Information Systems, General
Dubuque Senior High 1996 — 2000
Boeing October 2009 - Present
Boeing October 2006 - November 2009
Boeing June 2004 - October 2006
Edward Jones January 2004 - June 2004
Skills
System Testing, Requirements Analysis, Business Analysis, Software Documentation, Sarbanes-Oxley Act, Finance System..., Application Portfolio..., Information Security..., TM1, SharePoint, Performance Metrics, End User Training, User Documentation, System Migration, SOX Compliancy, ClearQuest, Requirements Gathering, Functional Requirements, Macroscope, Troubleshooting, Test Planning, Test Cases, IT Audit, Security Audits, Functional Analysis, Release Management
Education
Washington University in St. Louis 2005 — 2007
Masters of Information Management, Management Information Systems, General
Saint Louis University 2000 — 2004
Bachelor of Science in Business Administration, Management Information Systems, General
Dubuque Senior High 1996 — 2000
Kaitlyn Williams Kaitlyn Williams's Edward Jones Experience September 2008 - August 2010
Job Senior Loan Officer at USA Mortgage
Industry Financial Services
Experience
USA Mortgage October 2013 - Present
Pulaski Bank November 2012 - September 2013
Gershman Mortgage September 2010 - November 2012
Edward Jones September 2008 - August 2010
Skills
Commercial Lending, Mortgage Underwriting, Mortgage Banking, Financial Analysis, Mortgage Lending, FHA financing, Credit, Loans, Finance, Refinance, Loan Origination, Insurance, Underwriting, Residential Mortgages, FHA, Credit Analysis
Education
Saint Louis University
BS, Marketing
St. Joe Manchester
USA Mortgage October 2013 - Present
Pulaski Bank November 2012 - September 2013
Gershman Mortgage September 2010 - November 2012
Edward Jones September 2008 - August 2010
Skills
Commercial Lending, Mortgage Underwriting, Mortgage Banking, Financial Analysis, Mortgage Lending, FHA financing, Credit, Loans, Finance, Refinance, Loan Origination, Insurance, Underwriting, Residential Mortgages, FHA, Credit Analysis
Education
Saint Louis University
BS, Marketing
St. Joe Manchester
Patrick Lodes's Edward Jones Experience August 2003 - August 2012
Job Financial Advisor at Cornerstone Wealth Management, USA
Industry Financial Services
Experience
Cornerstone Wealth Management, USA August 2012 - Present
Edward Jones August 2003 - August 2012
Education
Saint Louis University 2000 — 2003
Finance, General
Cornerstone Wealth Management, USA August 2012 - Present
Edward Jones August 2003 - August 2012
Education
Saint Louis University 2000 — 2003
Finance, General
Shani Frazier Shani Frazier's Edward Jones Experience May 2007 - Present
Job Software Compliance Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
Edward Jones March 1999 - May 2007
Skills
Vendor Management, Process Improvement, Disaster Recovery, Software Documentation, Virtualization, VMware, Oracle, Incident Management, Active Directory, SQL, Requirements Gathering, Analysis, Requirements Analysis
Education
University of Phoenix-St Louis Campus 2003 — 2005
Saint Louis University 1992 — 1997
Edward Jones May 2007 - Present
Edward Jones March 1999 - May 2007
Skills
Vendor Management, Process Improvement, Disaster Recovery, Software Documentation, Virtualization, VMware, Oracle, Incident Management, Active Directory, SQL, Requirements Gathering, Analysis, Requirements Analysis
Education
University of Phoenix-St Louis Campus 2003 — 2005
Saint Louis University 1992 — 1997
Dan Hermann Dan Hermann's Edward Jones Experience December 2008 - November 2010
Job Web Development Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade December 2010 - Present
Edward Jones December 2008 - November 2010
Monsanto July 2007 - July 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Northrop Grumman Corporation 2003 - 2005
Skills
Programming, Web Design, Java, JavaScript, J2EE Application..., JSP, HTML, Perl, CSS, SQL, Oracle SQL, PHP, XML, Unix Shell Scripting, Visual C++, Eclipse, Agile Methodologies, Service Oriented..., UML
Education
Saint Louis University School of Law 2003 — 2007
Juris Doctor, Law
University of Cincinnati 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Scottrade December 2010 - Present
Edward Jones December 2008 - November 2010
Monsanto July 2007 - July 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Northrop Grumman Corporation 2003 - 2005
Skills
Programming, Web Design, Java, JavaScript, J2EE Application..., JSP, HTML, Perl, CSS, SQL, Oracle SQL, PHP, XML, Unix Shell Scripting, Visual C++, Eclipse, Agile Methodologies, Service Oriented..., UML
Education
Saint Louis University School of Law 2003 — 2007
Juris Doctor, Law
University of Cincinnati 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Anne Marie Stott Anne Marie Stott's Edward Jones Experience 2009 - 2011
Job Financial Advisor at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group October 2011 - Present
Edward Jones 2009 - 2011
Sunnyside Ministry 2002 - 2008
Skills
Investments, Retirement Planning, Long Term Care Insurance, Wealth Management, Financial Analysis, Mutual Funds, Cash Flow Management, Disability, Financial Services, Stocks, Life Insurance, Health Insurance, Medicare, Portfolio Management, Social Security, Insurance
Education
Salem College 1995 — 1999
Bachelor of Arts (BA), Communications, Advertising, and Public Relations
MetLife Premier Client Group October 2011 - Present
Edward Jones 2009 - 2011
Sunnyside Ministry 2002 - 2008
Skills
Investments, Retirement Planning, Long Term Care Insurance, Wealth Management, Financial Analysis, Mutual Funds, Cash Flow Management, Disability, Financial Services, Stocks, Life Insurance, Health Insurance, Medicare, Portfolio Management, Social Security, Insurance
Education
Salem College 1995 — 1999
Bachelor of Arts (BA), Communications, Advertising, and Public Relations
Jordan Bartrom's Edward Jones Experience June 2008 - December 2011
Job Publishing Professional
Industry Publishing
Experience
Passionate Writer Publishing 2012 - Present
Saint Mary's College Notre Dame, IN August 2010 - May 2012
Edward Jones June 2008 - December 2011
Skills
Perform office tasks..., Handle confidential..., Content Editing, Keep files and order..., Contacting..., Time Management
Education
Saint Mary's College 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Passionate Writer Publishing 2012 - Present
Saint Mary's College Notre Dame, IN August 2010 - May 2012
Edward Jones June 2008 - December 2011
Skills
Perform office tasks..., Handle confidential..., Content Editing, Keep files and order..., Contacting..., Time Management
Education
Saint Mary's College 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Kevin Finlay Kevin Finlay's Edward Jones Experience January 1998 - May 1999
Job Sr. Specialty Pharmacy Account Executive at AcariaHealth
Industry Hospital & Health Care
Experience
AcariaHealth (Centene Corporation) June 2013 - Present
US Script, Inc. (Centene Corporation) June 2013 - February 2015
Abbott Laboratories October 2011 - June 2013
Abbott Laboratories October 2004 - October 2011
TAP Pharmaceuticals October 2002 - November 2004
A.G. Edwards & Sons, Inc. May 1999 - October 2002
Edward Jones January 1998 - May 1999
Therapists Unlimited June 1997 - December 1997
Skills
Pharmaceutical Sales, Urology, Managed Care, Sales Management, Healthcare, Strategic Planning, Business Development, Marketing, Marketing Strategy, Account Management, Sales, Team Leadership, New Business Development, Process Improvement, Business Planning, Contract Negotiation, Cross-functional Team..., Leadership, Management, Medical Devices, Neurology, Pharmaceutical Industry, Sales Operations, Selling, Training
Education
Saint Louis University 1993 — 1997
Bachelor of Science, Occupational Therapy
SLUH
AcariaHealth (Centene Corporation) June 2013 - Present
US Script, Inc. (Centene Corporation) June 2013 - February 2015
Abbott Laboratories October 2011 - June 2013
Abbott Laboratories October 2004 - October 2011
TAP Pharmaceuticals October 2002 - November 2004
A.G. Edwards & Sons, Inc. May 1999 - October 2002
Edward Jones January 1998 - May 1999
Therapists Unlimited June 1997 - December 1997
Skills
Pharmaceutical Sales, Urology, Managed Care, Sales Management, Healthcare, Strategic Planning, Business Development, Marketing, Marketing Strategy, Account Management, Sales, Team Leadership, New Business Development, Process Improvement, Business Planning, Contract Negotiation, Cross-functional Team..., Leadership, Management, Medical Devices, Neurology, Pharmaceutical Industry, Sales Operations, Selling, Training
Education
Saint Louis University 1993 — 1997
Bachelor of Science, Occupational Therapy
SLUH
Ravleen Chhatwal Ravleen Chhatwal's Edward Jones Experience May 1999 - October 2005
Job AVP, Sr. Technical Project Manager
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
Wells Fargo Advisors October 2012 - October 2013
Edward Jones May 1999 - October 2005
Edward Jones December 1995 - April 1999
Skills
Data Warehousing, SDLC, Business Analysis, Change Management, Project Portfolio..., Requirements Analysis, Vendor Management, Software Project..., Program Management, Managerial Finance, Managing Multi-Million..., MS Office, Visio, Information Security, Problem Management, Brio Query, Iterative Methodologies, Agile & Waterfall..., Use Cases, Leadership, Usability, Process Improvement, Strategic Planning, Project Management, Risk Management, Strategy, Analysis
Education
Saint Louis University 1992 — 1995
MBA
Delhi University 1987 — 1990
Bachelor of Commerce (B.Com. Honors)
Wells Fargo Advisors August 2008 - Present
Wells Fargo Advisors October 2012 - October 2013
Edward Jones May 1999 - October 2005
Edward Jones December 1995 - April 1999
Skills
Data Warehousing, SDLC, Business Analysis, Change Management, Project Portfolio..., Requirements Analysis, Vendor Management, Software Project..., Program Management, Managerial Finance, Managing Multi-Million..., MS Office, Visio, Information Security, Problem Management, Brio Query, Iterative Methodologies, Agile & Waterfall..., Use Cases, Leadership, Usability, Process Improvement, Strategic Planning, Project Management, Risk Management, Strategy, Analysis
Education
Saint Louis University 1992 — 1995
MBA
Delhi University 1987 — 1990
Bachelor of Commerce (B.Com. Honors)
Jessie Gray's Edward Jones Experience May 2008 - December 2008
Job Senior Internal Auditor at Olin Corporation
Industry Accounting
Experience
Olin Corporation June 2013 - Present
Ernst & Young October 2012 - May 2013
Ernst & Young September 2010 - October 2012
Ernst & Young June 2009 - August 2009
BKD, LLP January 2009 - April 2009
Edward Jones May 2008 - December 2008
Alpha Delta Pi Sorority September 2006 - August 2007
Skills
Audit, Accounting, Financial Reporting, Assurance, Financial Analysis, Financial Statements, Sarbanes-Oxley, Internal Controls, Financial Accounting, Fixed Assets, GAAP, Tax Accounting, Internal Audit, General Ledger, SEC filings, US GAAP, Auditing, Account Reconciliation, Leadership, Accounts Receivable
Education
Saint Louis University 2009 — 2010
MA, Accounting
Saint Louis University 2005 — 2009
BSBA, Accounting
Olin Corporation June 2013 - Present
Ernst & Young October 2012 - May 2013
Ernst & Young September 2010 - October 2012
Ernst & Young June 2009 - August 2009
BKD, LLP January 2009 - April 2009
Edward Jones May 2008 - December 2008
Alpha Delta Pi Sorority September 2006 - August 2007
Skills
Audit, Accounting, Financial Reporting, Assurance, Financial Analysis, Financial Statements, Sarbanes-Oxley, Internal Controls, Financial Accounting, Fixed Assets, GAAP, Tax Accounting, Internal Audit, General Ledger, SEC filings, US GAAP, Auditing, Account Reconciliation, Leadership, Accounts Receivable
Education
Saint Louis University 2009 — 2010
MA, Accounting
Saint Louis University 2005 — 2009
BSBA, Accounting
Vince Chandler's Edward Jones Experience February 2013 - Present
Job Business Support Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones September 2005 - February 2013
Edward Jones October 2003 - September 2005
Truman State University December 2001 - May 2003
Skills
Series 7, Banking, Microsoft Excel, PowerPoint, Product Marketing, Relationship Management, Excel Dashboards, Data Visualization, Series 66, Hyperion Interactive..., VBA, SQL, Word, Piano Playing, Vocalist, Musicians, Credit Cards
Education
Saint Louis University 2009 — 2011
Master of Business Administration (MBA)
Truman State University 1998 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
Truman State University 1998 — 2003
Bachelor of Arts (B.A.), Music
Edward Jones February 2013 - Present
Edward Jones September 2005 - February 2013
Edward Jones October 2003 - September 2005
Truman State University December 2001 - May 2003
Skills
Series 7, Banking, Microsoft Excel, PowerPoint, Product Marketing, Relationship Management, Excel Dashboards, Data Visualization, Series 66, Hyperion Interactive..., VBA, SQL, Word, Piano Playing, Vocalist, Musicians, Credit Cards
Education
Saint Louis University 2009 — 2011
Master of Business Administration (MBA)
Truman State University 1998 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
Truman State University 1998 — 2003
Bachelor of Arts (B.A.), Music
Robert Lewis III, MBA's Edward Jones Experience August 2014 - Present
Job MBA Graduate
Industry Human Resources
Experience
Edward Jones August 2014 - Present
State of Missouri November 2008 - August 2014
World Wide Technology January 2008 - September 2008
Monsanto January 2007 - December 2007
Verizon July 2006 - January 2007
Citi May 2005 - January 2006
Sprint Nextel February 2004 - May 2005
Citi October 2002 - October 2003
Knight's Limited April 1999 - February 2002
Skills
Human Resources, Management, Customer Service, Oral & Written..., Team Building, Microsoft Office, Social Networking, Work Well Independently, Account Management, Analytical Skills, Communication, SAP, PeopleSoft, Retail, Organization &..., Multi Tasking, Social Services, Social Skills, Flexibility, High Proficiency, Goal Oriented, Detailed Organization, Highly resourceful, Highly motivated..., Confidentiality, Collaboration, Troubleshooting, Client Issue Resolution, Problem Solving, Account Reconciliation, PowerPoint, Microsoft Word, Outlook, Coaching, Internet Explorer, Data Collection, Knowledge Sharing, Team Leadership
Education
Webster University 2009 — 2011
MBA, Human Resources Management
Saint Louis University 2000 — 2003
B.S., Business Administration
Hazelwood Central
Diploma
Edward Jones August 2014 - Present
State of Missouri November 2008 - August 2014
World Wide Technology January 2008 - September 2008
Monsanto January 2007 - December 2007
Verizon July 2006 - January 2007
Citi May 2005 - January 2006
Sprint Nextel February 2004 - May 2005
Citi October 2002 - October 2003
Knight's Limited April 1999 - February 2002
Skills
Human Resources, Management, Customer Service, Oral & Written..., Team Building, Microsoft Office, Social Networking, Work Well Independently, Account Management, Analytical Skills, Communication, SAP, PeopleSoft, Retail, Organization &..., Multi Tasking, Social Services, Social Skills, Flexibility, High Proficiency, Goal Oriented, Detailed Organization, Highly resourceful, Highly motivated..., Confidentiality, Collaboration, Troubleshooting, Client Issue Resolution, Problem Solving, Account Reconciliation, PowerPoint, Microsoft Word, Outlook, Coaching, Internet Explorer, Data Collection, Knowledge Sharing, Team Leadership
Education
Webster University 2009 — 2011
MBA, Human Resources Management
Saint Louis University 2000 — 2003
B.S., Business Administration
Hazelwood Central
Diploma
Tim Pagliara's Edward Jones Experience 1981 - 1989
Job Founder, Chairman, CEO & Managing Director at CapWealth Advisors, LLC
Industry Investment Management
Experience
CapWealth Advisors, LLC 2000 - Present
CapWealth Insights, LLC September 1999 - Present
Hilliard Lyons 1989 - 2000
Edward Jones 1981 - 1989
Education
Wharton Business School 1989 — 1993
Securities Industry Institute, Business
Saint Louis University School of Law 1980 — 1983
J.D., Law
Saint Louis University 1975 — 1979
B.A., Philosophy
Chaminade College Preparatory School 1971 — 1975
High School Diploma
CapWealth Advisors, LLC 2000 - Present
CapWealth Insights, LLC September 1999 - Present
Hilliard Lyons 1989 - 2000
Edward Jones 1981 - 1989
Education
Wharton Business School 1989 — 1993
Securities Industry Institute, Business
Saint Louis University School of Law 1980 — 1983
J.D., Law
Saint Louis University 1975 — 1979
B.A., Philosophy
Chaminade College Preparatory School 1971 — 1975
High School Diploma
Ian McNeill, CFA Ian McNeill, CFA's Edward Jones Experience June 2003 - September 2009
Job Investment Analyst at Cowan Asset Management
Industry Financial Services
Experience
Cowan Asset Management November 2013 - Present
Princeton Holdings Limited September 2009 - November 2013
Edward Jones June 2003 - September 2009
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Financial Analysis, Asset Allocation, Financial Modeling, Wealth, High Net Worth..., Investment Advisory, Bonds, Strategic Financial..., Insurance, Retirement, Equities, Retirement Planning, Financial Advisory, Financial Planning
Education
Saint Mary's University 1999 — 2003
Bachelor of Commerce, Business Admin & Computer Science, Finance
Cowan Asset Management November 2013 - Present
Princeton Holdings Limited September 2009 - November 2013
Edward Jones June 2003 - September 2009
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Financial Analysis, Asset Allocation, Financial Modeling, Wealth, High Net Worth..., Investment Advisory, Bonds, Strategic Financial..., Insurance, Retirement, Equities, Retirement Planning, Financial Advisory, Financial Planning
Education
Saint Mary's University 1999 — 2003
Bachelor of Commerce, Business Admin & Computer Science, Finance
Mike Madalon Mike Madalon's Edward Jones Experience September 2005 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2005 - Present
Skills
distance leadership, Project Planning, People Skills, Coaching, Series 7, Series 63, Personal Finance, Series 24, Series 53, Credit, Pensions, Sales, Performance Management, Operations Management, Mutual Funds, Employee Engagement, Process Improvement, FINRA, Leadership Development, Mortgage Lending, Leadership, Employee Benefits, Recruiting, Talent Management, Finance, Vendor Management, Organizational..., Interviews, Onboarding, Training, Employee Relations, Team Building, Team Leadership, Management
Education
Saint Louis University 2008 — 2012
Bachelor's Degree, Organizational Studies
Saint Louis University High
Edward Jones September 2005 - Present
Skills
distance leadership, Project Planning, People Skills, Coaching, Series 7, Series 63, Personal Finance, Series 24, Series 53, Credit, Pensions, Sales, Performance Management, Operations Management, Mutual Funds, Employee Engagement, Process Improvement, FINRA, Leadership Development, Mortgage Lending, Leadership, Employee Benefits, Recruiting, Talent Management, Finance, Vendor Management, Organizational..., Interviews, Onboarding, Training, Employee Relations, Team Building, Team Leadership, Management
Education
Saint Louis University 2008 — 2012
Bachelor's Degree, Organizational Studies
Saint Louis University High
Marty Trn's Edward Jones Experience June 2014 - August 2014
Job Financial Analyst at Opaa! Food Management
Industry Financial Services
Experience
Opaa! Food Management May 2015 - Present
Saint Louis University March 2012 - May 2015
Edward Jones June 2014 - August 2014
Saint Louis University August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, HTML, English, Coaching, Facebook, Social Networking, Social Media Marketing, Fundraising, Team Management, Scheduling Management, Budget Monitoring, Travel Arrangements, Mediation, Planning & Organizing..., Google Docs, Data Analysis, Public Speaking, Event Planning, Time Management, Leadership, Management, SPSS, Community Outreach, Critical Thinking, Financial Analysis, Event Management, Team Leadership, Communication, Marketing, Public Relations, Research, Data Entry, Finance, Access, Analysis, Statistics
Education
Saint Louis University 2011 — 2015
Bachelor of Science (B.S.), Business Administration - Finance & Marketing, Graduated
Opaa! Food Management May 2015 - Present
Saint Louis University March 2012 - May 2015
Edward Jones June 2014 - August 2014
Saint Louis University August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, HTML, English, Coaching, Facebook, Social Networking, Social Media Marketing, Fundraising, Team Management, Scheduling Management, Budget Monitoring, Travel Arrangements, Mediation, Planning & Organizing..., Google Docs, Data Analysis, Public Speaking, Event Planning, Time Management, Leadership, Management, SPSS, Community Outreach, Critical Thinking, Financial Analysis, Event Management, Team Leadership, Communication, Marketing, Public Relations, Research, Data Entry, Finance, Access, Analysis, Statistics
Education
Saint Louis University 2011 — 2015
Bachelor of Science (B.S.), Business Administration - Finance & Marketing, Graduated
Matthew Kranisky, MBA, CISA, CRISC Matthew Kranisky, MBA, CISA, CRISC's Edward Jones Experience October 2008 - June 2010
Job Director at PwC
Industry Management Consulting
Experience
PwC May 2015 - Present
Ernst & Young June 2010 - May 2015
Edward Jones October 2008 - June 2010
Ernst & Young September 2003 - October 2008
Skills
Risk Management, Enterprise Risk..., Supply Chain Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Management, Strategy, Financial Analysis, Internal Controls, Process Improvement, Management Consulting, Investments, Program Management, Insurance, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, SEC filings, Capital Markets, Due Diligence, US GAAP, CISA, Financial Services, IT Audit, Business Process..., Financial Audits, SAS70, IFRS, Coaching, Banking, Business Strategy, Financial Reporting, Financial Modeling, Cross-functional Team..., Asset Management, Financial Accounting, Financial Risk, Business Analysis, Assurance, Accounting
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance
Saint Louis University 2001 — 2003
BSBA, Accounting
Homestead High School 1994 — 1998
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
PwC May 2015 - Present
Ernst & Young June 2010 - May 2015
Edward Jones October 2008 - June 2010
Ernst & Young September 2003 - October 2008
Skills
Risk Management, Enterprise Risk..., Supply Chain Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Management, Strategy, Financial Analysis, Internal Controls, Process Improvement, Management Consulting, Investments, Program Management, Insurance, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, SEC filings, Capital Markets, Due Diligence, US GAAP, CISA, Financial Services, IT Audit, Business Process..., Financial Audits, SAS70, IFRS, Coaching, Banking, Business Strategy, Financial Reporting, Financial Modeling, Cross-functional Team..., Asset Management, Financial Accounting, Financial Risk, Business Analysis, Assurance, Accounting
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance
Saint Louis University 2001 — 2003
BSBA, Accounting
Homestead High School 1994 — 1998
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Leke Ijiyode - MBA Finance Leke Ijiyode - MBA Finance's Edward Jones Experience April 2009 - November 2009
Job Snr. Business Analyst/Business Process Analyst
Industry Financial Services
Experience
Green Tree Credit Solutions- (Consulting through ITR Group Inc) July 2013 - Present
Saint Mary's University of Minnesota March 2009 - Present
Wells Fargo Home Mortgage November 2011 - April 2013
Professional Business Developers September 2009 - October 2011
Wells Fargo Shareowner Services June 2010 - November 2010
NBMBAA Twin Cities 2008 - 2010
Edward Jones April 2009 - November 2009
Wells Fargo Home Mortgage December 2005 - February 2009
Centennial Mortgage 2004 - 2005
security american financial enterprises March 2000 - March 2003
Skills
TIBCO Business Studio, SharePoint, Risk Management, Data Analysis, Business Analysis
Education
Saint Mary's University of Minnesota 2005 — 2008
MBA, Finance
Green Tree Credit Solutions- (Consulting through ITR Group Inc) July 2013 - Present
Saint Mary's University of Minnesota March 2009 - Present
Wells Fargo Home Mortgage November 2011 - April 2013
Professional Business Developers September 2009 - October 2011
Wells Fargo Shareowner Services June 2010 - November 2010
NBMBAA Twin Cities 2008 - 2010
Edward Jones April 2009 - November 2009
Wells Fargo Home Mortgage December 2005 - February 2009
Centennial Mortgage 2004 - 2005
security american financial enterprises March 2000 - March 2003
Skills
TIBCO Business Studio, SharePoint, Risk Management, Data Analysis, Business Analysis
Education
Saint Mary's University of Minnesota 2005 — 2008
MBA, Finance
John Schulte John Schulte's Edward Jones Experience September 2015 - Present
Job Client Insights & Strategy at Edward Jones
Industry Market Research
Experience
Edward Jones September 2015 - Present
MaritzCX April 2014 - September 2015
Maritz Research July 2013 - April 2014
Maritz Research April 2007 - July 2013
Maritz Research April 2005 - March 2007
Abbott Laboratories (Ross Products Division) September 1998 - March 2005
Maritz Research 1993 - 1998
Skills
Marketing Research, Brand Equity, Advertising Research, Brand Management, Segmentation, Advertising, Customer Insight, Marketing, Sales, Account Management, Cross-functional Team..., New Business Development, Market Research, CRM, Sales Operations, Focus Groups, Questionnaire Design, Analytics, Competitive Analysis, Customer Satisfaction, Market Planning, Management, Consumer Behaviour, Quantitative Research, B2B, Integrated Marketing, Marketing Communications, Competitive Intelligence, Marketing Management, Market Analysis, Primary Research, Strategy, Marketing Strategy, Enterprise Software, Shopper Marketing, Survey Design, Consumer Insight, Brand Loyalty, Business Insights, FMCG, Positioning, Brand Development, Online Research, Survey Research, Customer Experience, Product Marketing, Market Intelligence, Direct Marketing, Product Launch, Digital Marketing
Education
Saint Louis University 1990 — 1991
MBA, Marketing
University of Missouri-Saint Louis 1986 — 1990
BSBA, Marketing
Rosary High School 1983 — 1986
Edward Jones September 2015 - Present
MaritzCX April 2014 - September 2015
Maritz Research July 2013 - April 2014
Maritz Research April 2007 - July 2013
Maritz Research April 2005 - March 2007
Abbott Laboratories (Ross Products Division) September 1998 - March 2005
Maritz Research 1993 - 1998
Skills
Marketing Research, Brand Equity, Advertising Research, Brand Management, Segmentation, Advertising, Customer Insight, Marketing, Sales, Account Management, Cross-functional Team..., New Business Development, Market Research, CRM, Sales Operations, Focus Groups, Questionnaire Design, Analytics, Competitive Analysis, Customer Satisfaction, Market Planning, Management, Consumer Behaviour, Quantitative Research, B2B, Integrated Marketing, Marketing Communications, Competitive Intelligence, Marketing Management, Market Analysis, Primary Research, Strategy, Marketing Strategy, Enterprise Software, Shopper Marketing, Survey Design, Consumer Insight, Brand Loyalty, Business Insights, FMCG, Positioning, Brand Development, Online Research, Survey Research, Customer Experience, Product Marketing, Market Intelligence, Direct Marketing, Product Launch, Digital Marketing
Education
Saint Louis University 1990 — 1991
MBA, Marketing
University of Missouri-Saint Louis 1986 — 1990
BSBA, Marketing
Rosary High School 1983 — 1986
Dylan Blomgren's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Altair Global Relocation August 2014 - November 2014
McLaughlin Renovations & Construction Inc. January 2013 - July 2014
YapStone February 2014 - April 2014
Campolindo High School November 2011 - February 2014
Reaction Search International June 2013 - August 2013
Oxendine Family February 2012 - May 2013
Guate Gear November 2011 - August 2012
California State Parks June 2010 - August 2012
Sugar Bowl Resort November 2011 - January 2012
Skills
Sales, Recruiting, Community Outreach, Social Networking, Critical Thinking, Event Planning, Leadership, Public Speaking, Marketing, Understanding cultural..., Teaching
Education
St. Mary's College of California 2010 — 2014
Bachelor's Degree, Business Administration and Management, Environmental Science
Universidad Pablo de Olavide 2012 — 2012
Del Oro High School 2006 — 2010
Edward Jones December 2014 - Present
Altair Global Relocation August 2014 - November 2014
McLaughlin Renovations & Construction Inc. January 2013 - July 2014
YapStone February 2014 - April 2014
Campolindo High School November 2011 - February 2014
Reaction Search International June 2013 - August 2013
Oxendine Family February 2012 - May 2013
Guate Gear November 2011 - August 2012
California State Parks June 2010 - August 2012
Sugar Bowl Resort November 2011 - January 2012
Skills
Sales, Recruiting, Community Outreach, Social Networking, Critical Thinking, Event Planning, Leadership, Public Speaking, Marketing, Understanding cultural..., Teaching
Education
St. Mary's College of California 2010 — 2014
Bachelor's Degree, Business Administration and Management, Environmental Science
Universidad Pablo de Olavide 2012 — 2012
Del Oro High School 2006 — 2010
Jonathan O'Dell Jonathan O'Dell's Edward Jones Experience August 2014 - Present
Job Associate Compliance Counsel at Edward Jones
Industry
Experience
Edward Jones August 2014 - Present
Wells Fargo Advisors June 2013 - August 2014
Wells Fargo Advisors February 2012 - June 2013
Wells Fargo July 2009 - February 2012
A..G. Edwards & Son, Inc. March 2006 - July 2009
A.G. Edwards & Sons, Inc. March 2001 - March 2006
A.G. Edwards & Sons, Inc. October 1998 - March 2001
American Century Mutual Funds January 1997 - September 1998
Education
Saint Louis University School of Law 2007 — 2012
Juris Doctor
Edward Jones August 2014 - Present
Wells Fargo Advisors June 2013 - August 2014
Wells Fargo Advisors February 2012 - June 2013
Wells Fargo July 2009 - February 2012
A..G. Edwards & Son, Inc. March 2006 - July 2009
A.G. Edwards & Sons, Inc. March 2001 - March 2006
A.G. Edwards & Sons, Inc. October 1998 - March 2001
American Century Mutual Funds January 1997 - September 1998
Education
Saint Louis University School of Law 2007 — 2012
Juris Doctor
Chelsea Merrell Safe's Edward Jones Experience February 2013 - Present
Job Academic Training Lead at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
BANANA REPUBLIC July 2011 - January 2013
BANANA REPUBLIC- ST. CLAIR SQUARE October 2010 - August 2011
BANANA REPUBLIC- ST February 2010 - September 2010
BANANA REPUBLIC- CHESTERFIELD MALL November 2008 - January 2010
Gap Inc/Banana Republic November 2008 - January 2010
20 Minutes to Fintess January 2004 - January 2010
Skills
Detailed merchandise..., Managing monthly and..., Training & Development, Recruiting, Training, Microsoft Office, Merchandising, Succession Planning, Visual Merchandising, Loss Prevention, Store Management, Retail, Retail Sales, Strategic Planning, Customer Service, Inventory Management
Education
WEBSTER UNIVERSITY - St 2009 — 2011
Masters, Business Administration
SAINT LOUIS UNIVERSITY - St 2001 — 2005
Bachelor of Science, Social Work
Saint Louis University (PH) 2001 — 2005
BSSW, Social Work
Edward Jones February 2013 - Present
BANANA REPUBLIC July 2011 - January 2013
BANANA REPUBLIC- ST. CLAIR SQUARE October 2010 - August 2011
BANANA REPUBLIC- ST February 2010 - September 2010
BANANA REPUBLIC- CHESTERFIELD MALL November 2008 - January 2010
Gap Inc/Banana Republic November 2008 - January 2010
20 Minutes to Fintess January 2004 - January 2010
Skills
Detailed merchandise..., Managing monthly and..., Training & Development, Recruiting, Training, Microsoft Office, Merchandising, Succession Planning, Visual Merchandising, Loss Prevention, Store Management, Retail, Retail Sales, Strategic Planning, Customer Service, Inventory Management
Education
WEBSTER UNIVERSITY - St 2009 — 2011
Masters, Business Administration
SAINT LOUIS UNIVERSITY - St 2001 — 2005
Bachelor of Science, Social Work
Saint Louis University (PH) 2001 — 2005
BSSW, Social Work
Lisa Huck's Edward Jones Experience June 1997 - December 2003
Job Business Development | Marketing | Profit Management | Supply Chain
Industry Logistics and Supply Chain
Experience
Dot Foods January 2012 - Present
Dot Foods January 2009 - January 2012
Dot Foods December 2003 - January 2009
Edward Jones June 1997 - December 2003
Skills
Marketing, B2B, Negotiation, Strategic Planning, Marketing Strategy, Forecasting, Key Account Management, Supply Chain Management, P&L Management, Budgets, Pricing, Account Management, Cross-functional Team..., New Business Development, Supply Chain, Sales Management, Sales Operations, Logistics, Cost to Serve, Leadership
Education
Saint Louis University 1998 — 2001
MBA
Saint Louis University 1993 — 1997
Bachelor of Science in Business and Administration, Marketing
Dot Foods January 2012 - Present
Dot Foods January 2009 - January 2012
Dot Foods December 2003 - January 2009
Edward Jones June 1997 - December 2003
Skills
Marketing, B2B, Negotiation, Strategic Planning, Marketing Strategy, Forecasting, Key Account Management, Supply Chain Management, P&L Management, Budgets, Pricing, Account Management, Cross-functional Team..., New Business Development, Supply Chain, Sales Management, Sales Operations, Logistics, Cost to Serve, Leadership
Education
Saint Louis University 1998 — 2001
MBA
Saint Louis University 1993 — 1997
Bachelor of Science in Business and Administration, Marketing
Kathleen (Kathie) Coleman Kathleen (Kathie) Coleman's Edward Jones Experience July 2009 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Crystal Graphics Achievement Products March 1998 - December 2013
Sussex County Chamber of Commerce January 2011 - January 2012
Greater Newton Chamber of Commerce 2005 - 2007
Bell Atlantic 1970 - 1997
Skills
Customer Service, Entrepreneur, Fundraising, Public Speaking, Non-profits, Entrepreneurship
Education
St. Peter's College
Edward Jones July 2009 - Present
Crystal Graphics Achievement Products March 1998 - December 2013
Sussex County Chamber of Commerce January 2011 - January 2012
Greater Newton Chamber of Commerce 2005 - 2007
Bell Atlantic 1970 - 1997
Skills
Customer Service, Entrepreneur, Fundraising, Public Speaking, Non-profits, Entrepreneurship
Education
St. Peter's College
Will Larson, CFP® Will Larson, CFP®'s Edward Jones Experience December 2000 - July 2002
Job Retirement Income Strategist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors May 2010 - September 2012
Wells Fargo Advisors July 2002 - May 2010
Edward Jones December 2000 - July 2002
A.G. Edwards January 2000 - April 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Mutual Funds, Securities, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Portfolio Management, Insurance, Estate Planning, Financial Advisory
Education
Kaplan University 2009 — 2010
Certificate, Financial Planning
College for Financial Planning 2009 — 2009
Accredited Domestic Partnership Advisor, Investment planning for unmarried couples.
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor, Retirement Planning
Saint Louis University 2004 — 2006
MBA, Marketing and Finance
College for Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Investment Planning
University of Missouri-Columbia 1995 — 1999
BS, Business Administration
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors May 2010 - September 2012
Wells Fargo Advisors July 2002 - May 2010
Edward Jones December 2000 - July 2002
A.G. Edwards January 2000 - April 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Mutual Funds, Securities, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Portfolio Management, Insurance, Estate Planning, Financial Advisory
Education
Kaplan University 2009 — 2010
Certificate, Financial Planning
College for Financial Planning 2009 — 2009
Accredited Domestic Partnership Advisor, Investment planning for unmarried couples.
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor, Retirement Planning
Saint Louis University 2004 — 2006
MBA, Marketing and Finance
College for Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Investment Planning
University of Missouri-Columbia 1995 — 1999
BS, Business Administration
John Rebman John Rebman's Edward Jones Experience July 2005 - July 2006
Job Corporate Counsel, Regulatory Law & Policy at Monsanto Company
Industry Law Practice
Experience
Monsanto Company September 2014 - Present
Mallinckrodt October 2012 - July 2014
Lewis, Rice & Fingersh September 2009 - October 2012
Lewis, Rice & Fingersh May 2008 - August 2008
Edward Jones July 2005 - July 2006
Skills
Intellectual Property, Trade Secrets, Strategy, Legal Research, Litigation, Patents, Contract Negotiation, Negotiation, Legal Writing, Public Policy, Appeals, Licensing, Patent Prosecution, Commercial Litigation, Copyright Law
Education
Saint Louis University School of Law 2006 — 2009
Doctor of Law (JD)
Vanderbilt University 2000 — 2004
Bachelor of Engineering, Chemical Engineering and Mathematics
Monsanto Company September 2014 - Present
Mallinckrodt October 2012 - July 2014
Lewis, Rice & Fingersh September 2009 - October 2012
Lewis, Rice & Fingersh May 2008 - August 2008
Edward Jones July 2005 - July 2006
Skills
Intellectual Property, Trade Secrets, Strategy, Legal Research, Litigation, Patents, Contract Negotiation, Negotiation, Legal Writing, Public Policy, Appeals, Licensing, Patent Prosecution, Commercial Litigation, Copyright Law
Education
Saint Louis University School of Law 2006 — 2009
Doctor of Law (JD)
Vanderbilt University 2000 — 2004
Bachelor of Engineering, Chemical Engineering and Mathematics
Sharon Hardaway Sharon Hardaway's Edward Jones Experience March 1996 - August 1999
Job Results Oriented Program Delivery/Operations Leader
Industry Computer Software
Experience
EcoSys April 2010 - January 2013
RehabCare April 2008 - October 2009
Kronos Incorporated August 1999 - April 2008
Edward Jones March 1996 - August 1999
Saint Louis University August 1989 - May 1997
Crescent Parts and Equipment Company October 1992 - February 1996
Anders Minkler & Diehl LLP November 1991 - October 1992
Shared Resource Enterprises, Inc. October 1989 - August 1991
Cravens Dargan Insurance Company January 1983 - May 1987
Skills
PMP, Resource Management, Professional Services, Strategic Planning, Business Analysis, Project Management, Budgets, Contract Negotiation, Program Management, Recruiting, Analysis, Leadership, Enterprise Software, Training, Databases, Process Improvement, Management, Sales, Sales Management, Vendor Management, Business Intelligence, Cross-functional Team..., Integration, Business Process..., Strategy
Education
Saint Louis University 1988 — 1989
MBA, Business
University of Houston-Clear Lake 1986 — 1988
BS, Accounting
EcoSys April 2010 - January 2013
RehabCare April 2008 - October 2009
Kronos Incorporated August 1999 - April 2008
Edward Jones March 1996 - August 1999
Saint Louis University August 1989 - May 1997
Crescent Parts and Equipment Company October 1992 - February 1996
Anders Minkler & Diehl LLP November 1991 - October 1992
Shared Resource Enterprises, Inc. October 1989 - August 1991
Cravens Dargan Insurance Company January 1983 - May 1987
Skills
PMP, Resource Management, Professional Services, Strategic Planning, Business Analysis, Project Management, Budgets, Contract Negotiation, Program Management, Recruiting, Analysis, Leadership, Enterprise Software, Training, Databases, Process Improvement, Management, Sales, Sales Management, Vendor Management, Business Intelligence, Cross-functional Team..., Integration, Business Process..., Strategy
Education
Saint Louis University 1988 — 1989
MBA, Business
University of Houston-Clear Lake 1986 — 1988
BS, Accounting
Patrick McFarland Patrick McFarland's Edward Jones Experience October 2009 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2009 - Present
The State Media Company October 2006 - March 2009
The Tennessean 2004 - 2006
The Times January 2000 - January 2004
The St. Petersburg Times 1997 - 2000
Detroit Newspapers 1993 - 1997
The Californian 1989 - 1993
The Desert Sun 1988 - 1989
Pensacola News Journal 1985 - 1988
Skills
Team Building, Marketing, Leadership, Advertising, Strategic Planning, Budgets, Management, Customer Retention, Sales, Integrated Marketing, Customer Service, Project Management, Change Management, Newspapers, Recruiting, Financial Modeling, New Business Development
Education
Saint Louis University 1981 — 1985
Business Administration, Marketing
West Springfield Elem. 1971 — 1976
Edward Jones October 2009 - Present
The State Media Company October 2006 - March 2009
The Tennessean 2004 - 2006
The Times January 2000 - January 2004
The St. Petersburg Times 1997 - 2000
Detroit Newspapers 1993 - 1997
The Californian 1989 - 1993
The Desert Sun 1988 - 1989
Pensacola News Journal 1985 - 1988
Skills
Team Building, Marketing, Leadership, Advertising, Strategic Planning, Budgets, Management, Customer Retention, Sales, Integrated Marketing, Customer Service, Project Management, Change Management, Newspapers, Recruiting, Financial Modeling, New Business Development
Education
Saint Louis University 1981 — 1985
Business Administration, Marketing
West Springfield Elem. 1971 — 1976
Jennifer Shinn's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Wealth Management, IRAs, Roth IRA, SEP IRA, Long Term Care Insurance
Education
Saint Mary's University of Minnesota
Master of Arts (MA)
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Edward Jones
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Wealth Management, IRAs, Roth IRA, SEP IRA, Long Term Care Insurance
Education
Saint Mary's University of Minnesota
Master of Arts (MA)
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Brendan Gallagher Brendan Gallagher's Edward Jones Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2011 - Present
7th Special Forces Group (Airborne) - U.S. Army 2006 - 2011
Aflac 2004 - January 2006
Education
Saint Vincent College
elizabeth seton
our lady of the sacred heart high school
our lady of the sacred heart high school
Edward Jones August 2011 - Present
7th Special Forces Group (Airborne) - U.S. Army 2006 - 2011
Aflac 2004 - January 2006
Education
Saint Vincent College
elizabeth seton
our lady of the sacred heart high school
our lady of the sacred heart high school
Jim Olsen Jim Olsen's Edward Jones Experience September 2011 - Present
Job
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Energizer January 2008 - September 2011
Energizer Battery January 2006 - January 2008
Energizer Battery October 2003 - January 2006
Energizer Battery January 2001 - October 2003
Energizer Battery October 2000 - January 2001
Spectrum Brands June 1998 - October 2000
Spectrum Brands July 1996 - May 1998
Procter & Gamble 1995 - 1996
Procter & Gamble March 1992 - March 1995
Skills
Trade Marketing, Shopper Marketing, Marketing Communications, Consumer Products, Strategic Planning, Customer Insight, Brand Management, Cross-functional Team..., P&L Management, Competitive Analysis, Segmentation, Marketing Management, Marketing Strategy, FMCG, Market Planning, Product Marketing, Product Development, Marketing Research, International Sales, Market Research, Strategy, Advertising, Leadership, Online Marketing, Sales, Market Analysis, Integrated Marketing, P&L, Direct Marketing, Product Launch
Education
Saint Louis University 1993 — 1996
MBA
University of Missouri-Columbia 1985 — 1990
BSBA
Edward Jones September 2011 - Present
Energizer January 2008 - September 2011
Energizer Battery January 2006 - January 2008
Energizer Battery October 2003 - January 2006
Energizer Battery January 2001 - October 2003
Energizer Battery October 2000 - January 2001
Spectrum Brands June 1998 - October 2000
Spectrum Brands July 1996 - May 1998
Procter & Gamble 1995 - 1996
Procter & Gamble March 1992 - March 1995
Skills
Trade Marketing, Shopper Marketing, Marketing Communications, Consumer Products, Strategic Planning, Customer Insight, Brand Management, Cross-functional Team..., P&L Management, Competitive Analysis, Segmentation, Marketing Management, Marketing Strategy, FMCG, Market Planning, Product Marketing, Product Development, Marketing Research, International Sales, Market Research, Strategy, Advertising, Leadership, Online Marketing, Sales, Market Analysis, Integrated Marketing, P&L, Direct Marketing, Product Launch
Education
Saint Louis University 1993 — 1996
MBA
University of Missouri-Columbia 1985 — 1990
BSBA
Megan St.John, CFA's Edward Jones Experience April 2015 - Present
Job Research Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones November 2011 - April 2015
Edward Jones January 2010 - November 2011
Edward Jones August 2008 - December 2009
Edward Jones September 2006 - August 2008
Skills
Series 7, Series 66, Series 55, Series 87, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Trading
Education
Saint Louis University 2002 — 2005
B.S., Finance and Economics
Parkway
Edward Jones April 2015 - Present
Edward Jones November 2011 - April 2015
Edward Jones January 2010 - November 2011
Edward Jones August 2008 - December 2009
Edward Jones September 2006 - August 2008
Skills
Series 7, Series 66, Series 55, Series 87, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Trading
Education
Saint Louis University 2002 — 2005
B.S., Finance and Economics
Parkway
Pat Deeg Pat Deeg's Edward Jones Experience June 2005 - December 2010
Job Senior Investment Advisor
Industry Financial Services
Experience
Marks Group Wealth Management December 2010 - Present
Edward Jones June 2005 - December 2010
St. Mary's University 2001 - 2005
Skills
Investments, Wealth Management, Financial Advisory, Investment Advisory, Finance, Securities, Management, Customer Service, Leadership, FINRA
Education
Saint Mary's University of Minnesota
B.A., Business Management and Marketing
Marks Group Wealth Management December 2010 - Present
Edward Jones June 2005 - December 2010
St. Mary's University 2001 - 2005
Skills
Investments, Wealth Management, Financial Advisory, Investment Advisory, Finance, Securities, Management, Customer Service, Leadership, FINRA
Education
Saint Mary's University of Minnesota
B.A., Business Management and Marketing
Rebekah Zilz Rebekah Zilz's Edward Jones Experience January 2014 - May 2014
Job Finance Rotational Intern at Boeing
Industry Accounting
Experience
Boeing June 2015 - Present
Boeing January 2015 - May 2015
Boeing June 2014 - August 2014
Edward Jones January 2014 - May 2014
Hendricks BBQ June 2013 - March 2014
Diablitos Cantina August 2013 - January 2014
Chuck E. Cheese's May 2011 - July 2013
Child of God Lutheran Church and School May 2010 - August 2010
Education
Saint Louis University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.81, Dean's List
Boeing June 2015 - Present
Boeing January 2015 - May 2015
Boeing June 2014 - August 2014
Edward Jones January 2014 - May 2014
Hendricks BBQ June 2013 - March 2014
Diablitos Cantina August 2013 - January 2014
Chuck E. Cheese's May 2011 - July 2013
Child of God Lutheran Church and School May 2010 - August 2010
Education
Saint Louis University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.81, Dean's List
Doreen Knapik's Edward Jones Experience February 2015 - Present
Job Senior Communications Specialist at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones February 2015 - Present
dkCreative November 2005 - February 2015
Bank of America November 2003 - November 2005
NationsBank January 1997 - November 2003
Boatmen's Trust Company September 1994 - January 1997
Skills
Marketing Communications, Messaging, Thought Leadership, Corporate Communications, Copywriting, Strategy, Investments, Marketing, Project Management, Financial Services, Corporate Branding, Content Strategy, Internal Communications
Education
Saint Peter's University 1986 — 1991
B.A., English, Marketing, Journalism
Saint Dominic Academy
Edward Jones February 2015 - Present
dkCreative November 2005 - February 2015
Bank of America November 2003 - November 2005
NationsBank January 1997 - November 2003
Boatmen's Trust Company September 1994 - January 1997
Skills
Marketing Communications, Messaging, Thought Leadership, Corporate Communications, Copywriting, Strategy, Investments, Marketing, Project Management, Financial Services, Corporate Branding, Content Strategy, Internal Communications
Education
Saint Peter's University 1986 — 1991
B.A., English, Marketing, Journalism
Saint Dominic Academy
Rebecca Ogier Rebecca Ogier's Edward Jones Experience October 2003 - January 2011
Job IKEA CoWorker
Industry Retail
Experience
IKEA Group August 2015 - Present
Visiting Angels, Webster Groves January 2015 - August 2015
Edward Jones October 2003 - January 2011
The Montage January 2000 - December 2002
Pier 1 Imports November 2000 - June 2002
Art & Frame Gallery June 1999 - November 2000
The Nature Company/Discovery Channel Store March 1998 - April 1999
Cost Plus World Market August 1998 - March 1999
Borders November 1995 - August 1998
The Disney Store May 1990 - April 1993
Skills
Office Administration, Office Equipment, Windows, Outlook, Mac OS X Server, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Information Retrieval, Retail Sales, Customer Service, Employee Training, Payroll, Visual Merchandising, Cash Handling, Bookselling, Children's Books, Specialty Coffee, Strategic Planning, English, German-English, Copy Editing, Newsletter Production, Cross Functional Team...
Education
St. Louis Community College 2000 — 2002
Associate of Arts (AA), German Language and Literature
Saint Louis University 1989 — 1993
German Certificate, German Language and Literature
IKEA Group August 2015 - Present
Visiting Angels, Webster Groves January 2015 - August 2015
Edward Jones October 2003 - January 2011
The Montage January 2000 - December 2002
Pier 1 Imports November 2000 - June 2002
Art & Frame Gallery June 1999 - November 2000
The Nature Company/Discovery Channel Store March 1998 - April 1999
Cost Plus World Market August 1998 - March 1999
Borders November 1995 - August 1998
The Disney Store May 1990 - April 1993
Skills
Office Administration, Office Equipment, Windows, Outlook, Mac OS X Server, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Information Retrieval, Retail Sales, Customer Service, Employee Training, Payroll, Visual Merchandising, Cash Handling, Bookselling, Children's Books, Specialty Coffee, Strategic Planning, English, German-English, Copy Editing, Newsletter Production, Cross Functional Team...
Education
St. Louis Community College 2000 — 2002
Associate of Arts (AA), German Language and Literature
Saint Louis University 1989 — 1993
German Certificate, German Language and Literature
Keita Hopton, M.A.'s Edward Jones Experience October 2009 - December 2013
Job Implementation Consultant at AIG
Industry Financial Services
Experience
AIG January 2014 - Present
Edward Jones October 2009 - December 2013
Wells Fargo Advisors July 2008 - November 2009
Edward Jones September 2007 - March 2008
Skills
Process Improvement, Strategic Planning, Employee Benefits, Analysis, Leadership, Data Analysis, Project Management, Consulting, Process Management, Operations Management, Human Resources, Business Development, Mutual Funds
Education
Webster University 2006 — 2009
Master of Arts, Human Resource Development
Saint Louis University 2001 — 2005
Bachelor of Arts, Psychology
AIG January 2014 - Present
Edward Jones October 2009 - December 2013
Wells Fargo Advisors July 2008 - November 2009
Edward Jones September 2007 - March 2008
Skills
Process Improvement, Strategic Planning, Employee Benefits, Analysis, Leadership, Data Analysis, Project Management, Consulting, Process Management, Operations Management, Human Resources, Business Development, Mutual Funds
Education
Webster University 2006 — 2009
Master of Arts, Human Resource Development
Saint Louis University 2001 — 2005
Bachelor of Arts, Psychology
Nicholas Schaefer Nicholas Schaefer's Edward Jones Experience March 2004 - May 2006
Job Broker Associate at Jameson Commercial
Industry Insurance
Experience
Jameson Commercial September 2015 - Present
CRC Insurance Services, Inc. July 2007 - August 2015
Edward Jones March 2004 - May 2006
Skills
Brokers, Commercial Insurance, Property & Casualty..., Casualty, Liability, Underwriting, Commercial Lines, General Insurance, Insurance, Property, Reinsurance, Inland Marine, Brokerage, Commercial Real Estate
Education
Saint Louis University 1999 — 2003
BSBA, Finance, General
Saint Xavier High School 1995 — 1999
Jameson Commercial September 2015 - Present
CRC Insurance Services, Inc. July 2007 - August 2015
Edward Jones March 2004 - May 2006
Skills
Brokers, Commercial Insurance, Property & Casualty..., Casualty, Liability, Underwriting, Commercial Lines, General Insurance, Insurance, Property, Reinsurance, Inland Marine, Brokerage, Commercial Real Estate
Education
Saint Louis University 1999 — 2003
BSBA, Finance, General
Saint Xavier High School 1995 — 1999
Aisling Murphy Aisling Murphy's Edward Jones Experience January 2012 - May 2013
Job Senior Compliance Manager, BrokerDealer Regulatory Compliance at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Scottrade May 2013 - April 2015
Edward Jones January 2012 - May 2013
Edward Jones October 2007 - January 2012
Niedner, Bodeux, Carmichael, Huff, Lenox & Pashos LLP August 2002 - September 2007
Skills
Series 7, Series 24, Series 66, Series 9/10, Securities, Securities Regulation, Mutual Funds, Financial Services, Civil Litigation, FINRA, Litigation, SEC, Uniform Combined State..., Corporate Law
Education
Saint Louis University School of Law 1999 — 2002
Juris Doctorate
The University of Dallas 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Vanguard April 2015 - Present
Scottrade May 2013 - April 2015
Edward Jones January 2012 - May 2013
Edward Jones October 2007 - January 2012
Niedner, Bodeux, Carmichael, Huff, Lenox & Pashos LLP August 2002 - September 2007
Skills
Series 7, Series 24, Series 66, Series 9/10, Securities, Securities Regulation, Mutual Funds, Financial Services, Civil Litigation, FINRA, Litigation, SEC, Uniform Combined State..., Corporate Law
Education
Saint Louis University School of Law 1999 — 2002
Juris Doctorate
The University of Dallas 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Elaina Carbone Elaina Carbone's Edward Jones Experience July 2009 - April 2011
Job Housing Programs Manager at Greystone & Co.
Industry Real Estate
Experience
Greystone & Co. January 2015 - Present
Greystone & Co. March 2014 - January 2015
Greystone & Co. January 2013 - March 2014
Guess? June 2011 - December 2012
Edward Jones July 2009 - April 2011
Edward Jones July 2009 - February 2010
Edward Jones December 2007 - July 2009
Education
Salem College 2005 — 2008
Bachelor of Arts, Economics
Greystone & Co. January 2015 - Present
Greystone & Co. March 2014 - January 2015
Greystone & Co. January 2013 - March 2014
Guess? June 2011 - December 2012
Edward Jones July 2009 - April 2011
Edward Jones July 2009 - February 2010
Edward Jones December 2007 - July 2009
Education
Salem College 2005 — 2008
Bachelor of Arts, Economics
Patrick Swaney Patrick Swaney's Edward Jones Experience June 2012 - March 2013
Job Client Associate / Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
AXA Advisors, LLC March 2013 - August 2013
Edward Jones June 2012 - March 2013
Skills
Accounting, Corporate Finance, Customer Service, Investments, Risk Management, Forecasting, Finance, Business Analysis, Valuation, Financial Analysis and..., Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Series 7, Series 66
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Christian Brothers College High School 2005 — 2009
Merrill Lynch March 2014 - Present
AXA Advisors, LLC March 2013 - August 2013
Edward Jones June 2012 - March 2013
Skills
Accounting, Corporate Finance, Customer Service, Investments, Risk Management, Forecasting, Finance, Business Analysis, Valuation, Financial Analysis and..., Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Series 7, Series 66
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Christian Brothers College High School 2005 — 2009
Jennifer Rolf Jennifer Rolf's Edward Jones Experience January 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Education
Saint Mary's University of Minnesota
Bachelor of Applied Science, Business Administration and Management
Edward Jones January 2015 - Present
Education
Saint Mary's University of Minnesota
Bachelor of Applied Science, Business Administration and Management
Stephanie Anstead Lambert,CAMS Stephanie Anstead Lambert,CAMS's Edward Jones Experience August 2011 - February 2012
Job Enterprise AML Governance Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Wells Fargo Advisors May 2014 - March 2015
Wells Fargo Advisors June 2012 - May 2014
Sharp Decisions February 2012 - June 2012
Edward Jones August 2011 - February 2012
Edward Jones October 2009 - August 2011
Edward Jones August 2008 - October 2009
Bank of America June 2003 - August 2008
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, RICO, FCPA, OFAC, Fraud Investigations, Investigations, Risk Assessment, Risk Management, Due Diligence, Terrorist Financing, Embezzlement, Public Corruption, Racketeering, Extortion, Private Investigations, Securities, Capital Markets, Series 7, Series 66, Series 24, Wealth Management, Investment Advisory, Investigation, Regulations, Equities, Credit, Financial Risk, Governance
Education
Saint Louis University
Master of Business Administration, International Business, Managerial Strategy
Saint Louis University
Bachelor of Arts, Marketing, Communication
Villa Duchesne
High School
Scottrade March 2015 - Present
Wells Fargo Advisors May 2014 - March 2015
Wells Fargo Advisors June 2012 - May 2014
Sharp Decisions February 2012 - June 2012
Edward Jones August 2011 - February 2012
Edward Jones October 2009 - August 2011
Edward Jones August 2008 - October 2009
Bank of America June 2003 - August 2008
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, RICO, FCPA, OFAC, Fraud Investigations, Investigations, Risk Assessment, Risk Management, Due Diligence, Terrorist Financing, Embezzlement, Public Corruption, Racketeering, Extortion, Private Investigations, Securities, Capital Markets, Series 7, Series 66, Series 24, Wealth Management, Investment Advisory, Investigation, Regulations, Equities, Credit, Financial Risk, Governance
Education
Saint Louis University
Master of Business Administration, International Business, Managerial Strategy
Saint Louis University
Bachelor of Arts, Marketing, Communication
Villa Duchesne
High School
Sheetal Shreedhar (Hari) Sheetal Shreedhar (Hari)'s Edward Jones Experience April 2001 - October 2002
Job Direct and Database Marketing at Viking Cruises
Industry Consumer Goods
Experience
HSN March 2013 - December 2013
The Walt Disney Company May 2008 - September 2008
Move Inc January 2007 - March 2008
Campbell Soup Company June 2005 - September 2006
ACNielsen November 2003 - May 2005
Best Western International August 2001 - November 2003
Edward Jones April 2001 - October 2002
Anheuser-Busch Companies, Inc. June 1999 - December 2000
Skills
Analytics, Marketing Strategy, Market Research, Marketing Research, Segmentation, Competitive Analysis, Management
Education
Saint Louis University 1998 — 2000
MBA, Concentration: Marketing
Saint Louis University 1995 — 1997
B.S., Economics & Political Science
Southern Methodist University 1995 — 1997
B.S., Economics & Political Science
HSN March 2013 - December 2013
The Walt Disney Company May 2008 - September 2008
Move Inc January 2007 - March 2008
Campbell Soup Company June 2005 - September 2006
ACNielsen November 2003 - May 2005
Best Western International August 2001 - November 2003
Edward Jones April 2001 - October 2002
Anheuser-Busch Companies, Inc. June 1999 - December 2000
Skills
Analytics, Marketing Strategy, Market Research, Marketing Research, Segmentation, Competitive Analysis, Management
Education
Saint Louis University 1998 — 2000
MBA, Concentration: Marketing
Saint Louis University 1995 — 1997
B.S., Economics & Political Science
Southern Methodist University 1995 — 1997
B.S., Economics & Political Science
Jim Decota's Edward Jones Experience March 2003 - March 2014
Job Owner at DeCota Wealth Management
Industry Financial Services
Experience
DeCota Wealth Management March 2014 - Present
Edward Jones March 2003 - March 2014
Armanino Mckenna September 1999 - October 2002
Skills
Financial Advisory, Investments, Strategic Financial..., Wealth Preservation..., Asset Allocation, Portfolio Management, Stock Market, Wealth Accumulation..., Intergenerational..., Bond Markets, Wealth Management
Education
Saint Mary's College of California 1995 — 1999
Bachelor's degree, Accounting
saint vincent highschol
DeCota Wealth Management March 2014 - Present
Edward Jones March 2003 - March 2014
Armanino Mckenna September 1999 - October 2002
Skills
Financial Advisory, Investments, Strategic Financial..., Wealth Preservation..., Asset Allocation, Portfolio Management, Stock Market, Wealth Accumulation..., Intergenerational..., Bond Markets, Wealth Management
Education
Saint Mary's College of California 1995 — 1999
Bachelor's degree, Accounting
saint vincent highschol
Kathy Prather Kathy Prather's Edward Jones Experience June 2012 - August 2014
Job Technical Writer at CBIZ Network Solutions
Industry Information Technology and Services
Experience
CBIZ Network Solutions August 2014 - Present
Edward Jones June 2012 - August 2014
Church of the Shepherd St. Charles MO June 2007 - August 2014
Brown Shoe Company February 2011 - August 2011
Brown Shoe Company May 2009 - October 2010
State Farm Bank January 2007 - January 2009
Double Tree Mortgage August 2005 - November 2006
American Equity Mortgage October 2004 - August 2005
Nexstar Financial Corporation 2002 - 2004
Nexstar Financial Corporation 2002 - 2004
Skills
Training, Program Management, Leadership, Program Development, Leadership Development, Instructor-led Training, Coaching, Management, System Administration, SAP, Microsoft Office, Teaching, Strategic Planning, Team Building, Instructional Design, Workshop Facilitation, Team Leadership, Visio, Project Management, Office 2010, PowerPoint, Microsoft Excel, Editing, Organizational..., SharePoint, E-Learning, Public Speaking, Public Relations, Event Management, Budgets, Marketing, Social Media, Microsoft Word, Captivate, Curriculum Development, Marketing Communications, Technical Instructional..., Training..., Training Needs..., Learning Theory - ADDIE, Learning Theory - SAM, Kirkpatrick's..., HTML, CSS, JavaScript, PHP, SQL, Oracle, Perl
Education
Saint Louis University
University of Missouri-Columbia
CBIZ Network Solutions August 2014 - Present
Edward Jones June 2012 - August 2014
Church of the Shepherd St. Charles MO June 2007 - August 2014
Brown Shoe Company February 2011 - August 2011
Brown Shoe Company May 2009 - October 2010
State Farm Bank January 2007 - January 2009
Double Tree Mortgage August 2005 - November 2006
American Equity Mortgage October 2004 - August 2005
Nexstar Financial Corporation 2002 - 2004
Nexstar Financial Corporation 2002 - 2004
Skills
Training, Program Management, Leadership, Program Development, Leadership Development, Instructor-led Training, Coaching, Management, System Administration, SAP, Microsoft Office, Teaching, Strategic Planning, Team Building, Instructional Design, Workshop Facilitation, Team Leadership, Visio, Project Management, Office 2010, PowerPoint, Microsoft Excel, Editing, Organizational..., SharePoint, E-Learning, Public Speaking, Public Relations, Event Management, Budgets, Marketing, Social Media, Microsoft Word, Captivate, Curriculum Development, Marketing Communications, Technical Instructional..., Training..., Training Needs..., Learning Theory - ADDIE, Learning Theory - SAM, Kirkpatrick's..., HTML, CSS, JavaScript, PHP, SQL, Oracle, Perl
Education
Saint Louis University
University of Missouri-Columbia
Ray Breakfield Ray Breakfield's Edward Jones Experience September 2012 - Present
Job Accountant
Industry Accounting
Experience
Edward Jones September 2012 - Present
Bolk Tax Service CPA, LLC January 2012 - Present
Skills
Accounting, Financial Reporting, General Ledger, QuickBooks, Account Reconciliation, Tax, Financial Accounting, Accounts Payable, Bookkeeping, Auditing, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, Payroll, Fixed Assets, Internal Controls, Financial Analysis, GAAP
Education
University of Missouri-Saint Louis 1998 — 2002
Bachelor of Science (B.S.), Accounting
University of Missouri-Saint Louis 1998 — 2002
Bachelor of Science (B.S.), Information Technology
Saint Louis University 1988 — 1990
Edward Jones September 2012 - Present
Bolk Tax Service CPA, LLC January 2012 - Present
Skills
Accounting, Financial Reporting, General Ledger, QuickBooks, Account Reconciliation, Tax, Financial Accounting, Accounts Payable, Bookkeeping, Auditing, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, Payroll, Fixed Assets, Internal Controls, Financial Analysis, GAAP
Education
University of Missouri-Saint Louis 1998 — 2002
Bachelor of Science (B.S.), Accounting
University of Missouri-Saint Louis 1998 — 2002
Bachelor of Science (B.S.), Information Technology
Saint Louis University 1988 — 1990
Andrew Krempp Andrew Krempp's Edward Jones Experience December 2014 - Present
Job Director of Trust Services at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Indiana Furniture June 2006 - Present
Edward Jones April 2012 - December 2014
German American Bancorp August 2002 - April 2012
Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Wealth Management, Trust Services, Estate Settlement, Trust Management, Wealth Transfer Planning, Charitable Trusts, Charitable Giving..., Estate Tax Planning, Private Foundations, Gift Tax, Corporate Trust, Endowments, Trusts, Comprehensive Wealth..., Compliance, High Net Worth..., Estate Planning, Real Estate, Wealth Management..., Strategic Financial..., Financial Planners, Investment Management, Wealth, Certified Financial..., Strategy, Loans, Asset Allocation, Investments, Securities, Mutual Funds, Portfolio Management, Financial Services, Estate Administration, Leadership, Team Leadership, Financial Planning, Financial Analysis
Education
Saint Louis University School of Law 2013 — 2017
Doctor of Law (JD)
University of Wisconsin-Madison 2009 — 2011
Graduate School of Banking
Cannon Financial Institute 2007 — 2010
Corporate Trust School
Cannon Financial Institute 2002 — 2003
Personal Trust School
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Finance, Investments
Wabash College 1995 — 1999
AB, Psychology, History
Edward Jones December 2014 - Present
Indiana Furniture June 2006 - Present
Edward Jones April 2012 - December 2014
German American Bancorp August 2002 - April 2012
Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Wealth Management, Trust Services, Estate Settlement, Trust Management, Wealth Transfer Planning, Charitable Trusts, Charitable Giving..., Estate Tax Planning, Private Foundations, Gift Tax, Corporate Trust, Endowments, Trusts, Comprehensive Wealth..., Compliance, High Net Worth..., Estate Planning, Real Estate, Wealth Management..., Strategic Financial..., Financial Planners, Investment Management, Wealth, Certified Financial..., Strategy, Loans, Asset Allocation, Investments, Securities, Mutual Funds, Portfolio Management, Financial Services, Estate Administration, Leadership, Team Leadership, Financial Planning, Financial Analysis
Education
Saint Louis University School of Law 2013 — 2017
Doctor of Law (JD)
University of Wisconsin-Madison 2009 — 2011
Graduate School of Banking
Cannon Financial Institute 2007 — 2010
Corporate Trust School
Cannon Financial Institute 2002 — 2003
Personal Trust School
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Finance, Investments
Wabash College 1995 — 1999
AB, Psychology, History
Jessica Flier Jessica Flier's Edward Jones Experience June 2011 - Present
Job Assistant Editor at Saint Louis University
Industry Higher Education
Experience
Edward Jones June 2011 - Present
Saint Louis University October 2009 - Present
DailySource.org 2009 - Present
The Daily Source August 2009 - May 2010
SLUCare June 2008 - October 2009
Frontenac Salon August 2007 - June 2008
Sabah Newspaper October 2006 - June 2007
Education
Saint Louis University 2004 — 2007
Bachelor of Arts, English
Edward Jones June 2011 - Present
Saint Louis University October 2009 - Present
DailySource.org 2009 - Present
The Daily Source August 2009 - May 2010
SLUCare June 2008 - October 2009
Frontenac Salon August 2007 - June 2008
Sabah Newspaper October 2006 - June 2007
Education
Saint Louis University 2004 — 2007
Bachelor of Arts, English
Jennifer Teske, CFRE's Edward Jones Experience August 2006 - March 2007
Job Director of Philanthropy at Boys & Girls Club of Rochester
Industry Fund-Raising
Experience
Boys & Girls Club of Rochester November 2013 - Present
Association of Fundraising Professionals, Southern MN Chapter 2014 - 2014
Saint Mary's University of Minnesota October 2012 - November 2013
Association of Fundraising Professionals (AFP-IHQ) 2010 - 2013
Saint Mary's University of Minnesota June 2011 - October 2012
Saint Mary's University of Minnesota July 2007 - June 2011
Edward Jones August 2006 - March 2007
Gamehaven Council, BSA December 2003 - August 2006
Northern Star Council, BSA (formerly Indianhead Council) December 2000 - December 2003
Siouxland YMCA May 1999 - December 2000
Skills
Fundraising, Philanthropy, Non-profits, Volunteer Management, Board Development, Grant Writing, Annual Giving, Training, Nonprofits, Stewardship, Leadership, Marketing, Program Management
Education
Saint Mary's University of Minnesota 2008 — 2011
M.A., Philanthropy & Development
University of Northern Iowa 1995 — 1999
BA, Leisure Services
Boys & Girls Club of Rochester November 2013 - Present
Association of Fundraising Professionals, Southern MN Chapter 2014 - 2014
Saint Mary's University of Minnesota October 2012 - November 2013
Association of Fundraising Professionals (AFP-IHQ) 2010 - 2013
Saint Mary's University of Minnesota June 2011 - October 2012
Saint Mary's University of Minnesota July 2007 - June 2011
Edward Jones August 2006 - March 2007
Gamehaven Council, BSA December 2003 - August 2006
Northern Star Council, BSA (formerly Indianhead Council) December 2000 - December 2003
Siouxland YMCA May 1999 - December 2000
Skills
Fundraising, Philanthropy, Non-profits, Volunteer Management, Board Development, Grant Writing, Annual Giving, Training, Nonprofits, Stewardship, Leadership, Marketing, Program Management
Education
Saint Mary's University of Minnesota 2008 — 2011
M.A., Philanthropy & Development
University of Northern Iowa 1995 — 1999
BA, Leisure Services
Mitchell Newhouse Mitchell Newhouse's Edward Jones Experience July 2015 - Present
Job Compliance Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones July 2015 - Present
Saint Louis University School of Law 2010 - Present
Scottrade November 2014 - July 2015
Edward Jones September 2012 - November 2014
Brinker & Doyen, LLP April 2012 - September 2012
The Wendt Law Firm September 2010 - April 2012
The Wendt Law Firm April 2009 - September 2010
The Simon Law Firm January 2010 - April 2010
Saint Louis University Legal Clinic August 2009 - April 2010
Saint Louis University School of Law August 2008 - April 2009
Education
Saint Louis University School of Law 2007 — 2010
J.D. (May 2010), Concentration: Civil Litigation
Southeast Missouri State University - Harrison College of Business 2003 — 2006
B.S.B.A., Economics
Edward Jones July 2015 - Present
Saint Louis University School of Law 2010 - Present
Scottrade November 2014 - July 2015
Edward Jones September 2012 - November 2014
Brinker & Doyen, LLP April 2012 - September 2012
The Wendt Law Firm September 2010 - April 2012
The Wendt Law Firm April 2009 - September 2010
The Simon Law Firm January 2010 - April 2010
Saint Louis University Legal Clinic August 2009 - April 2010
Saint Louis University School of Law August 2008 - April 2009
Education
Saint Louis University School of Law 2007 — 2010
J.D. (May 2010), Concentration: Civil Litigation
Southeast Missouri State University - Harrison College of Business 2003 — 2006
B.S.B.A., Economics
Jeremiah Borage, Esq. Jeremiah Borage, Esq.'s Edward Jones Experience March 2013 - Present
Job Trust Officer at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Edward Jones August 2012 - March 2013
Edward Jones December 2011 - August 2012
Law Offices of Donald K. Anderson May 2010 - December 2011
Midwest BankCentre January 2004 - July 2008
Skills
Contract Review, Contract Writing, Real Estate Transactions, Trusts, Wills, Corporations, Estate Planning, Real Estate
Education
Saint Louis University School of Law 2008 — 2011
JD, Law
University of Missouri-Saint Louis 2000 — 2003
Bachelor of Science, Management and Information Systems
Edward Jones March 2013 - Present
Edward Jones August 2012 - March 2013
Edward Jones December 2011 - August 2012
Law Offices of Donald K. Anderson May 2010 - December 2011
Midwest BankCentre January 2004 - July 2008
Skills
Contract Review, Contract Writing, Real Estate Transactions, Trusts, Wills, Corporations, Estate Planning, Real Estate
Education
Saint Louis University School of Law 2008 — 2011
JD, Law
University of Missouri-Saint Louis 2000 — 2003
Bachelor of Science, Management and Information Systems
Justin Diller Justin Diller's Edward Jones Experience April 2015 - Present
Job Fixed Income Position Trader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones June 2005 - April 2015
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Fixed Income, Agency MBS, Bond Markets, Competency Based..., Series 7, Public Speaking, Sales, Series 63, Strategic Planning
Education
Saint Louis University 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 2001 — 2005
Bachelor of Science (BS), Business Administration with emphasis on Finance and Real Estate
Edward Jones April 2015 - Present
Edward Jones June 2005 - April 2015
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Fixed Income, Agency MBS, Bond Markets, Competency Based..., Series 7, Public Speaking, Sales, Series 63, Strategic Planning
Education
Saint Louis University 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 2001 — 2005
Bachelor of Science (BS), Business Administration with emphasis on Finance and Real Estate
Clayton Knoke Clayton Knoke's Edward Jones Experience September 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Education
Saint Mary's University of Minnesota 2005 — 2009
Bachelors, Business Management: Entrepreneurship
Edward Jones September 2010 - Present
Education
Saint Mary's University of Minnesota 2005 — 2009
Bachelors, Business Management: Entrepreneurship
Meryl Schwendinger Meryl Schwendinger's Edward Jones Experience July 2000 - March 2007
Job Account Executive at Automation Service
Industry Industrial Automation
Experience
Automation Service April 2007 - Present
Edward Jones July 2000 - March 2007
Adecco November 1996 - June 2000
Olsten of St Louis June 1987 - October 1996
Olsten of St Louis June 1987 - October 1996
Victoria's Secret August 1988 - July 1991
Skills
Strategic Planning, Sales Management, New Business Development, Training, Lead Generation, Sales, Sales Process, Sales Operations, Selling, Manufacturing, Marketing, Marketing Strategy, Business Development
Education
Saint Louis University
BA, Business Administration
Villa Duchesne
Webster University- Vienna, Austria
BA, Business/Health Care Administration
Automation Service April 2007 - Present
Edward Jones July 2000 - March 2007
Adecco November 1996 - June 2000
Olsten of St Louis June 1987 - October 1996
Olsten of St Louis June 1987 - October 1996
Victoria's Secret August 1988 - July 1991
Skills
Strategic Planning, Sales Management, New Business Development, Training, Lead Generation, Sales, Sales Process, Sales Operations, Selling, Manufacturing, Marketing, Marketing Strategy, Business Development
Education
Saint Louis University
BA, Business Administration
Villa Duchesne
Webster University- Vienna, Austria
BA, Business/Health Care Administration
Monica Hall's Edward Jones Experience 2006 - 2008
Job Senior Manager, Planning at Walmart
Industry Retail
Experience
Edward Jones 2006 - 2008
Robinsons-May 2001 - 2006
Robinsons-May January 1996 - January 2000
Robinsons-May 1994 - 1995
May Department Stores 1990 - 1993
Education
SAINT LOUIS UNIVERSITY
Saint Louis University
BS, Accounting / Finance
Edward Jones 2006 - 2008
Robinsons-May 2001 - 2006
Robinsons-May January 1996 - January 2000
Robinsons-May 1994 - 1995
May Department Stores 1990 - 1993
Education
SAINT LOUIS UNIVERSITY
Saint Louis University
BS, Accounting / Finance
Courtney Bell's Edward Jones Experience December 2008 - March 2011
Job Sr. HR Business Partner/Talent Acquisition Manager
Industry Staffing and Recruiting
Experience
Bloomin' Brands, Inc. January 2015 - Present
Bloomin' Brands, Inc. April 2013 - January 2015
Kforce Inc. January 2012 - April 2013
CPay Staffing April 2011 - January 2012
Edward Jones December 2008 - March 2011
Pelikan Technologies January 2003 - November 2008
United States Attorney's Office May 2008 - August 2008
Ernst & Young 2001 - 2003
Skills
Accounting, Payroll, Financial Analysis, Accounts Payable, Forecasting, Accounts Receivable, Strategic Financial..., Contract Management, Recruiting, Finance, Human Resources, Microsoft Excel, Financial Reporting, Tax, Employee Relations, Talent Acquisition, PowerPoint, Temporary Placement, Interviews, Sourcing, Internal Audit, Management, Leadership, Training, Onboarding, Benefits Negotiation, Permanent Placement, Screening Resumes, Temporary Staffing, Succession Planning, Consulting, Strategic Planning, Applicant Tracking..., Talent Management, Performance Management, Workforce Planning, Customer Service, Team Building
Education
Saint Louis University School of Law 2007 — 2010
Law, Law
San Jose State University 1999 — 2001
B.S. Business Management, Business, Finance, Management
Bloomin' Brands, Inc. January 2015 - Present
Bloomin' Brands, Inc. April 2013 - January 2015
Kforce Inc. January 2012 - April 2013
CPay Staffing April 2011 - January 2012
Edward Jones December 2008 - March 2011
Pelikan Technologies January 2003 - November 2008
United States Attorney's Office May 2008 - August 2008
Ernst & Young 2001 - 2003
Skills
Accounting, Payroll, Financial Analysis, Accounts Payable, Forecasting, Accounts Receivable, Strategic Financial..., Contract Management, Recruiting, Finance, Human Resources, Microsoft Excel, Financial Reporting, Tax, Employee Relations, Talent Acquisition, PowerPoint, Temporary Placement, Interviews, Sourcing, Internal Audit, Management, Leadership, Training, Onboarding, Benefits Negotiation, Permanent Placement, Screening Resumes, Temporary Staffing, Succession Planning, Consulting, Strategic Planning, Applicant Tracking..., Talent Management, Performance Management, Workforce Planning, Customer Service, Team Building
Education
Saint Louis University School of Law 2007 — 2010
Law, Law
San Jose State University 1999 — 2001
B.S. Business Management, Business, Finance, Management
Joe Ridder's Edward Jones Experience December 2014 - Present
Job Product Leader at Edward Jones
Industry Banking
Experience
Edward Jones December 2014 - Present
Edward Jones January 2014 - December 2014
Stifel Nicolaus October 2007 - January 2014
Commerce Bancshares, Inc. May 2005 - October 2007
A.G. Edwards & Sons, Inc. June 2003 - May 2005
Education
Saint Louis University 2002 — 2005
BSBA, Finance
Edward Jones December 2014 - Present
Edward Jones January 2014 - December 2014
Stifel Nicolaus October 2007 - January 2014
Commerce Bancshares, Inc. May 2005 - October 2007
A.G. Edwards & Sons, Inc. June 2003 - May 2005
Education
Saint Louis University 2002 — 2005
BSBA, Finance
Mark Grady, PMP's Edward Jones Experience July 2002 - February 2013
Job Certified Project Leader
Industry Information Technology and Services
Experience
Minority Professional Associations Collaborative (MPAC) January 2012 - Present
Black Data Processing Associates - St Louis January 2012 - Present
Edward Jones July 2002 - February 2013
Minority Professional Associations Collaborative (MPAC) 2009 - 2010
Edward Jones January 2001 - July 2002
Bank of America September 1998 - December 2000
BDPA St Louis 1996 - 2000
Magnum Opus Multimedia November 1996 - September 1998
Role Player, Inc March 1994 - November 1996
Maritz March 1981 - July 1994
Skills
Strategic Planning, Program Management, Project Planning, Process Improvement, Project Management, Recruiting, Team Building, Customer Service, Vendor Management, Analysis, Business Process..., Leadership, Leadership Development, Networking, Financial Services, Management, Business Analysis, Change Management, Disaster Recovery, Training, Cross-functional Team..., PMO, Operations Management, Organizational...
Education
Saint Louis University 2011 — 2016
MBA, IT Management
University of Detroit Mercy 1974 — 1981
BEE, Digital Electronics, Minor Econ
Minority Professional Associations Collaborative (MPAC) January 2012 - Present
Black Data Processing Associates - St Louis January 2012 - Present
Edward Jones July 2002 - February 2013
Minority Professional Associations Collaborative (MPAC) 2009 - 2010
Edward Jones January 2001 - July 2002
Bank of America September 1998 - December 2000
BDPA St Louis 1996 - 2000
Magnum Opus Multimedia November 1996 - September 1998
Role Player, Inc March 1994 - November 1996
Maritz March 1981 - July 1994
Skills
Strategic Planning, Program Management, Project Planning, Process Improvement, Project Management, Recruiting, Team Building, Customer Service, Vendor Management, Analysis, Business Process..., Leadership, Leadership Development, Networking, Financial Services, Management, Business Analysis, Change Management, Disaster Recovery, Training, Cross-functional Team..., PMO, Operations Management, Organizational...
Education
Saint Louis University 2011 — 2016
MBA, IT Management
University of Detroit Mercy 1974 — 1981
BEE, Digital Electronics, Minor Econ
Kris Schuster, SPHR's Edward Jones Experience 2003 - 2005
Job Human Resources Leader
Industry Human Resources
Experience
Mississippi Lime Company January 2013 - Present
Mississippi Lime Company 2010 - January 2013
CBIZ Human Capital Services 2005 - 2010
Edward Jones 2003 - 2005
CBIZ Human Capital Services 1997 - 2003
Deloitte & Touche - Human Capital Group 1993 - 1997
Skills
Talent Management, Employee Benefits, Employee Relations, HRIS, Performance Management, Applicant Tracking..., Benefits Administration, Employee Engagement, Employee Handbooks, Employment Law, FMLA, HR Policies, Human Resources, Leadership, Leadership Development, Management, Personnel Management, Succession Planning, Onboarding
Education
Saint Louis University 1986 — 1990
BS, 1) Personnel and Industrial Relations 2) Management Science
Mississippi Lime Company January 2013 - Present
Mississippi Lime Company 2010 - January 2013
CBIZ Human Capital Services 2005 - 2010
Edward Jones 2003 - 2005
CBIZ Human Capital Services 1997 - 2003
Deloitte & Touche - Human Capital Group 1993 - 1997
Skills
Talent Management, Employee Benefits, Employee Relations, HRIS, Performance Management, Applicant Tracking..., Benefits Administration, Employee Engagement, Employee Handbooks, Employment Law, FMLA, HR Policies, Human Resources, Leadership, Leadership Development, Management, Personnel Management, Succession Planning, Onboarding
Education
Saint Louis University 1986 — 1990
BS, 1) Personnel and Industrial Relations 2) Management Science
Katie Warchol's Edward Jones Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Edward Jones September 2009 - September 2014
Edward Jones 2006 - 2009
Regions Bank 2003 - 2006
Skills
Series 7, Applicant Tracking..., Onboarding, Recruiting, Investments, Series 63, Talent Acquisition, Career Development, Customer Service, Uniform Combined State..., Talent Management, College Recruiting, Human Resources, Microsoft Excel, Leadership Development, Building Relationships, Coaching, Career Counseling, Corporate Training, Leadership, Resume Writing, Training
Education
Saint Louis University 2003 — 2005
Masters Degree, Counseling
Saint Louis University 1999 — 2003
Bachelors Degree, Psychology
Edward Jones September 2014 - Present
Edward Jones September 2009 - September 2014
Edward Jones 2006 - 2009
Regions Bank 2003 - 2006
Skills
Series 7, Applicant Tracking..., Onboarding, Recruiting, Investments, Series 63, Talent Acquisition, Career Development, Customer Service, Uniform Combined State..., Talent Management, College Recruiting, Human Resources, Microsoft Excel, Leadership Development, Building Relationships, Coaching, Career Counseling, Corporate Training, Leadership, Resume Writing, Training
Education
Saint Louis University 2003 — 2005
Masters Degree, Counseling
Saint Louis University 1999 — 2003
Bachelors Degree, Psychology
Josh Olson, JD, CFA's Edward Jones Experience May 2007 - Present
Job Equity Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
Archer Daniels Midland (ADM) August 2002 - August 2005
Quilogy, Inc. May 2000 - July 2002
St. Louis Priory School August 1997 - August 1998
Skills
Analysis, Oracle, Corporate Finance, Financial Analysis, Business Analysis, Business Development, .NET, Investments, C#, Risk Management, Finance, Product Development, Financial Modeling
Education
Saint Louis University School of Law 2005 — 2009
JD/MBA, Law and Business
University of Missouri-Columbia 1998 — 2000
BS, Computer Science
Trinity College-Hartford 1993 — 1997
BA, Philosophy and Biology
Priory
Edward Jones May 2007 - Present
Archer Daniels Midland (ADM) August 2002 - August 2005
Quilogy, Inc. May 2000 - July 2002
St. Louis Priory School August 1997 - August 1998
Skills
Analysis, Oracle, Corporate Finance, Financial Analysis, Business Analysis, Business Development, .NET, Investments, C#, Risk Management, Finance, Product Development, Financial Modeling
Education
Saint Louis University School of Law 2005 — 2009
JD/MBA, Law and Business
University of Missouri-Columbia 1998 — 2000
BS, Computer Science
Trinity College-Hartford 1993 — 1997
BA, Philosophy and Biology
Priory
Richard Unnerstall's Edward Jones Experience January 2014 - Present
Job General Principal Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Edward Jones January 1983 - Present
Edward Jones January 1983 - December 2013
edward jones 1982 - 2009
Education
Southern Illinois University, Edwardsville 1979 — 1981
MBA
Saint Louis University 1975 — 1979
BSBA, Finance
Edward Jones January 2014 - Present
Edward Jones January 1983 - Present
Edward Jones January 1983 - December 2013
edward jones 1982 - 2009
Education
Southern Illinois University, Edwardsville 1979 — 1981
MBA
Saint Louis University 1975 — 1979
BSBA, Finance
Robert Serben, Ph.D.'s Edward Jones Experience July 2011 - April 2013
Job Managing Principal at Robert Serben LLC
Industry Management Consulting
Experience
Robert Serben LLC May 2013 - Present
Maryville University 2002 - 2015
Maryville University 2002 - 2015
Webster University China August 2013 - October 2013
Edward Jones July 2011 - April 2013
Edward Jones April 2008 - July 2011
CBIL - Center for Business, Industry & Labor April 2001 - April 2008
DeVry University 2000 - 2007
Unigroup Inc January 1998 - January 2000
Saint Louis University March 1995 - January 1998
Skills
Organizational..., Team Building, Curriculum Design, Higher Education, Leadership Development, Public Speaking, Coaching, Curriculum Development, Change Management, Process Improvement, Instructional Design, Training, Human Resources, Project Management, Performance Improvement, Program Management, Management Consulting, Leadership, Management, E-Learning, Strategic Planning, Marketing, Strategy, Entrepreneurship, Performance Management, Succession Planning, Career Development, Organizational..., Executive Coaching, Staff Development, Talent Management, Workshop Facilitation, Employee Training, Training Delivery, Consulting
Education
Saint Louis University 1996 — 2002
Ph.D., Education
Robert Serben LLC May 2013 - Present
Maryville University 2002 - 2015
Maryville University 2002 - 2015
Webster University China August 2013 - October 2013
Edward Jones July 2011 - April 2013
Edward Jones April 2008 - July 2011
CBIL - Center for Business, Industry & Labor April 2001 - April 2008
DeVry University 2000 - 2007
Unigroup Inc January 1998 - January 2000
Saint Louis University March 1995 - January 1998
Skills
Organizational..., Team Building, Curriculum Design, Higher Education, Leadership Development, Public Speaking, Coaching, Curriculum Development, Change Management, Process Improvement, Instructional Design, Training, Human Resources, Project Management, Performance Improvement, Program Management, Management Consulting, Leadership, Management, E-Learning, Strategic Planning, Marketing, Strategy, Entrepreneurship, Performance Management, Succession Planning, Career Development, Organizational..., Executive Coaching, Staff Development, Talent Management, Workshop Facilitation, Employee Training, Training Delivery, Consulting
Education
Saint Louis University 1996 — 2002
Ph.D., Education
Sara (Lebonick )Musch's Edward Jones Experience February 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Skills
Recruiting, Event Planning, Marketing, Sales, Applicant Tracking..., College Recruiting, Resume Writing, Talent Acquisition, Onboarding, Customer Service, Public Speaking, Sourcing, Human Resources, Business Development, Lead Generation, Insurance, Training, Management, Team Building, Project Management, Employee Benefits, Customer Satisfaction, Team Leadership, Budgets, Hiring, Merchandising, Small Business, Social Networking, Leadership, Leadership Development, Strategic Planning, Employee Training
Education
Saint Louis University 2007 — 2010
PhD, Higher Education Administration
Southern Illinois University, Edwardsville 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern Illinois University, Edwardsville 2000 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Collinsville High School 1991 — 1995
Edward Jones February 2015 - Present
Skills
Recruiting, Event Planning, Marketing, Sales, Applicant Tracking..., College Recruiting, Resume Writing, Talent Acquisition, Onboarding, Customer Service, Public Speaking, Sourcing, Human Resources, Business Development, Lead Generation, Insurance, Training, Management, Team Building, Project Management, Employee Benefits, Customer Satisfaction, Team Leadership, Budgets, Hiring, Merchandising, Small Business, Social Networking, Leadership, Leadership Development, Strategic Planning, Employee Training
Education
Saint Louis University 2007 — 2010
PhD, Higher Education Administration
Southern Illinois University, Edwardsville 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern Illinois University, Edwardsville 2000 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Collinsville High School 1991 — 1995
Vlad Apresov's Edward Jones Experience August 2015 - Present
Job Finance Leader Financial Strategies & Analysis at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones April 2013 - August 2015
Laclede Gas Company October 2012 - April 2013
Laclede Gas Company December 2010 - September 2012
Laclede Gas Company December 2008 - December 2010
Centene Corporation September 2007 - May 2008
Regions Bank June 2004 - May 2007
Skills
Mergers, Valuation, Corporate Development, Financial Analysis, Finance, Financial Modeling, Forecasting, Process Improvement, Strategic Planning, Budgets, Change Management, Project Planning, Business Analysis, Business Strategy, Oil & Gas Industry, Natural Gas Vehicles, Natural Gas Utilities, Financial Reporting, Strategic Financial..., Corporate Finance
Education
Saint Louis University 2007 — 2008
MBA, Finance
University of Missouri-Saint Louis 2000 — 2003
BSBA, Finance
Edward Jones August 2015 - Present
Edward Jones April 2013 - August 2015
Laclede Gas Company October 2012 - April 2013
Laclede Gas Company December 2010 - September 2012
Laclede Gas Company December 2008 - December 2010
Centene Corporation September 2007 - May 2008
Regions Bank June 2004 - May 2007
Skills
Mergers, Valuation, Corporate Development, Financial Analysis, Finance, Financial Modeling, Forecasting, Process Improvement, Strategic Planning, Budgets, Change Management, Project Planning, Business Analysis, Business Strategy, Oil & Gas Industry, Natural Gas Vehicles, Natural Gas Utilities, Financial Reporting, Strategic Financial..., Corporate Finance
Education
Saint Louis University 2007 — 2008
MBA, Finance
University of Missouri-Saint Louis 2000 — 2003
BSBA, Finance
Paul Yarns's Edward Jones Experience July 2013 - Present
Job Associate General Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones July 2013 - Present
Law Office of Paul Yarns LLC August 2012 - June 2013
Goldberg Pickett LLC January 2008 - August 2012
Missouri State Public Defender, Saint Louis County Office May 2004 - December 2007
Missouri State Public Defender, Central Capital Litigation Office August 2000 - April 2004
Missouri State Public Defender January 1999 - July 2000
Missouri State Public Defender April 1996 - January 1999
Missouri State Public Defender August 1993 - March 1996
Education
Saint Louis University School of Law 1989 — 1992
J.D.
University of Missouri-Columbia 1985 — 1989
B.S./B.A., Political Science & Sociology
Edward Jones July 2013 - Present
Law Office of Paul Yarns LLC August 2012 - June 2013
Goldberg Pickett LLC January 2008 - August 2012
Missouri State Public Defender, Saint Louis County Office May 2004 - December 2007
Missouri State Public Defender, Central Capital Litigation Office August 2000 - April 2004
Missouri State Public Defender January 1999 - July 2000
Missouri State Public Defender April 1996 - January 1999
Missouri State Public Defender August 1993 - March 1996
Education
Saint Louis University School of Law 1989 — 1992
J.D.
University of Missouri-Columbia 1985 — 1989
B.S./B.A., Political Science & Sociology
Pat Doucette's Edward Jones Experience September 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2006 - Present
Edward Jones March 2002 - September 2006
Tek Systems March 2001 - March 2002
Skills
Mutual Funds, Finance, Insurance, Management, Estate Planning, Financial Advisory, Banking, Accounting, Financial Analysis
Education
Saint Louis University 1996 — 2000
Business, Finance
Edward Jones September 2006 - Present
Edward Jones March 2002 - September 2006
Tek Systems March 2001 - March 2002
Skills
Mutual Funds, Finance, Insurance, Management, Estate Planning, Financial Advisory, Banking, Accounting, Financial Analysis
Education
Saint Louis University 1996 — 2000
Business, Finance
Scott Gormont's Edward Jones Experience June 2006 - Present
Job Sr. Training Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Convergys 1996 - 2006
Skills
Training, Call Center, Change Management, Call Centers, Process Improvement, Blended Learning, Vendor Management, Performance Management, Business Process..., Leadership, Program Management, CRM, Coaching, Employee Engagement, Employee Training, Team Building, Management
Education
Saint Louis University 2000 — 2002
BS, Computer Science
University of Missouri-Columbia 1993 — 1995
Bachelor of Science (B.S.), Computer Science
Edward Jones June 2006 - Present
Convergys 1996 - 2006
Skills
Training, Call Center, Change Management, Call Centers, Process Improvement, Blended Learning, Vendor Management, Performance Management, Business Process..., Leadership, Program Management, CRM, Coaching, Employee Engagement, Employee Training, Team Building, Management
Education
Saint Louis University 2000 — 2002
BS, Computer Science
University of Missouri-Columbia 1993 — 1995
Bachelor of Science (B.S.), Computer Science
John Niederschmidt's Edward Jones Experience November 2009 - September 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Edward Jones November 2009 - September 2014
Enterprise Rent-A-Car June 2007 - October 2008
Washington University May 2000 - June 2007
Northrop-Grumman June 1998 - May 2000
Venture Stores June 1996 - June 1998
Skills
Strategic Planning, Investments, Process Improvement, Management, Customer Service, Project Management, Team Building, Marketing, Team Leadership, Marketing Strategy, Business Analysis, Microsoft Office, Social Media
Education
Saint Louis University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Mississippi 1995 — 1996
Master's degree
University of Mississippi 1991 — 1995
Bachelor of Arts (B.A.) - Communications
Wells Fargo Advisors September 2014 - Present
Edward Jones November 2009 - September 2014
Enterprise Rent-A-Car June 2007 - October 2008
Washington University May 2000 - June 2007
Northrop-Grumman June 1998 - May 2000
Venture Stores June 1996 - June 1998
Skills
Strategic Planning, Investments, Process Improvement, Management, Customer Service, Project Management, Team Building, Marketing, Team Leadership, Marketing Strategy, Business Analysis, Microsoft Office, Social Media
Education
Saint Louis University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Mississippi 1995 — 1996
Master's degree
University of Mississippi 1991 — 1995
Bachelor of Arts (B.A.) - Communications
Kristen Kinney's Edward Jones Experience February 2001 - July 2005
Job Experience Fixed Income trading and service professional
Industry Financial Services
Experience
Larson Financial March 2014 - Present
Stifel Nicolaus August 2009 - September 2013
Amherst Securities Group LP January 2009 - August 2009
Countrywide Securities Corporation October 2006 - July 2008
R. Seelaus & Co. August 2005 - October 2006
Edward Jones February 2001 - July 2005
Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal
Education
Saint Louis University 1996 — 2001
B.S.B.A., International Business
St. Louis Community College 1994 — 1996
A.A., Business Administration
Larson Financial March 2014 - Present
Stifel Nicolaus August 2009 - September 2013
Amherst Securities Group LP January 2009 - August 2009
Countrywide Securities Corporation October 2006 - July 2008
R. Seelaus & Co. August 2005 - October 2006
Edward Jones February 2001 - July 2005
Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal
Education
Saint Louis University 1996 — 2001
B.S.B.A., International Business
St. Louis Community College 1994 — 1996
A.A., Business Administration
Gwendolyn Taylor's Edward Jones Experience February 2009 - Present
Job Compliance Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones February 2009 - Present
Anheuser-Busch January 2008 - May 2008
Stolar 2006 - 2007
The Stolar Partnership LLP 2006 - 2007
Education
Saint Louis University School of Law 2005 — 2008
Juris Doctorate
Edward Jones February 2009 - Present
Anheuser-Busch January 2008 - May 2008
Stolar 2006 - 2007
The Stolar Partnership LLP 2006 - 2007
Education
Saint Louis University School of Law 2005 — 2008
Juris Doctorate
Monica Bello's Edward Jones Experience February 2013 - Present
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones July 2008 - Present
National City Bank March 2007 - May 2008
Edward Jones May 2003 - May 2007
Skills
Series 7, Financial Services, Training, Sales Management, Process Improvement, Leadership, Management, Finance, Banking, Risk Management, Business Process..., Securities, Data Analysis, Business Analysis
Education
Saint Louis University 2006 — 2009
MBA, Business
Saint Louis University 1999 — 2003
BSBA, Business
Edward Jones February 2013 - Present
Edward Jones July 2008 - Present
National City Bank March 2007 - May 2008
Edward Jones May 2003 - May 2007
Skills
Series 7, Financial Services, Training, Sales Management, Process Improvement, Leadership, Management, Finance, Banking, Risk Management, Business Process..., Securities, Data Analysis, Business Analysis
Education
Saint Louis University 2006 — 2009
MBA, Business
Saint Louis University 1999 — 2003
BSBA, Business
Joseph Klug's Edward Jones Experience August 2015 - Present
Job Learning Strategist at Edward Jones
Industry Education Management
Experience
Edward Jones August 2015 - Present
De Smet Jesuit High School August 2014 - June 2015
De Smet Jesuit High School August 2012 - July 2014
De Smet Jesuit High School February 2001 - June 2013
Education
Saint Louis University 2006 — 2011
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Truman State University 1996 — 2001
Masters, Education
Edward Jones August 2015 - Present
De Smet Jesuit High School August 2014 - June 2015
De Smet Jesuit High School August 2012 - July 2014
De Smet Jesuit High School February 2001 - June 2013
Education
Saint Louis University 2006 — 2011
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Truman State University 1996 — 2001
Masters, Education
Sara Ferrell's Edward Jones Experience 2004 - 2006
Job Manager, Employee Benefits Canada and Latin America at Emerson
Industry Electrical/Electronic Manufacturing
Experience
Emerson October 2010 - Present
Emerson Electric July 2008 - October 2010
Wachovia October 2006 - July 2008
Edward Jones 2004 - 2006
Skills
Financial Analysis, Investments, Portfolio Management, Leadership, Management, Negotiation, Strategy, Finance, Employee Benefits, Benefits Administration, Fixed Income, Asset Managment, Forecasting, Asset Allocation, Project Management, Equities, Employee Relations, Succession Planning, Onboarding
Education
Saint Louis University 2006 — 2008
MBA, Marketing
Saint Louis University 2000 — 2004
Bachelor, Finance
Emerson October 2010 - Present
Emerson Electric July 2008 - October 2010
Wachovia October 2006 - July 2008
Edward Jones 2004 - 2006
Skills
Financial Analysis, Investments, Portfolio Management, Leadership, Management, Negotiation, Strategy, Finance, Employee Benefits, Benefits Administration, Fixed Income, Asset Managment, Forecasting, Asset Allocation, Project Management, Equities, Employee Relations, Succession Planning, Onboarding
Education
Saint Louis University 2006 — 2008
MBA, Marketing
Saint Louis University 2000 — 2004
Bachelor, Finance
Sharon Wilder's Edward Jones Experience August 2011 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Edward Jones January 2006 - August 2011
Edward Jones June 1999 - December 2005
Federal Reserve Bank of St. Louis June 1992 - June 1999
Skills
Mutual Funds, Series 7, Investments, Securities, Insurance, Series 66, Fixed Income, Variable Annuities
Education
Saint Louis University 1995 — 1997
MBA, Business
University of Missouri-Columbia 1988 — 1992
Bachelors, Marketing/Logistics
Edward Jones August 2011 - Present
Edward Jones January 2006 - August 2011
Edward Jones June 1999 - December 2005
Federal Reserve Bank of St. Louis June 1992 - June 1999
Skills
Mutual Funds, Series 7, Investments, Securities, Insurance, Series 66, Fixed Income, Variable Annuities
Education
Saint Louis University 1995 — 1997
MBA, Business
University of Missouri-Columbia 1988 — 1992
Bachelors, Marketing/Logistics
Katie Hornberger's Edward Jones Experience November 2012 - Present
Job Edward Jones
Industry Information Technology and Services
Experience
Edward Jones November 2012 - Present
Charter Communications June 2009 - November 2012
Ernst & Young January 2005 - June 2009
SBC June 2004 - December 2004
Skills
IT Audit, Sarbanes-Oxley, CISA, Sarbanes-Oxley Act, SAS70
Education
Saint Louis University 2000 — 2004
B.S., Finance, MIS
Edward Jones November 2012 - Present
Charter Communications June 2009 - November 2012
Ernst & Young January 2005 - June 2009
SBC June 2004 - December 2004
Skills
IT Audit, Sarbanes-Oxley, CISA, Sarbanes-Oxley Act, SAS70
Education
Saint Louis University 2000 — 2004
B.S., Finance, MIS
Sunil Banker's Edward Jones Experience June 2002 - June 2006
Job Data & Applications Learning Consultant at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters October 2011 - Present
Thomson Reuters October 2008 - October 2011
Thomson Reuters June 2006 - October 2008
Edward Jones June 2002 - June 2006
Edward Jones July 1999 - June 2002
US Bank January 1999 - July 1999
Labor Ready September 1998 - December 1998
Merrill Lynch May 1998 - August 1998
Skills
Market Data, Fixed Income, Equities, Bloomberg, Securities, elearning, Financial Markets, Salesforce.com, Series 7, Instructor-led Training, Training Delivery, Virtual Training, Instructional Design, Siebel, Portfolio Management, Financial Services, Trading Systems, Capital Markets, Series 63, Trading, Derivatives, Commodity, FX Options, Relationship Management, Foreign Exchange, Investment Banking, Business Analysis, Reference Data, Options, Back Office, Technical Analysis, Equity Trading, Hedge Funds, Asset Management, E-Learning, Risk Management, Bloomberg Terminal, Equity Derivatives, Financial Modeling, Investment Management, Financial Risk
Education
Saint Louis University 1996 — 2001
BA, Finance
Gokuldham High School
Thomson Reuters October 2011 - Present
Thomson Reuters October 2008 - October 2011
Thomson Reuters June 2006 - October 2008
Edward Jones June 2002 - June 2006
Edward Jones July 1999 - June 2002
US Bank January 1999 - July 1999
Labor Ready September 1998 - December 1998
Merrill Lynch May 1998 - August 1998
Skills
Market Data, Fixed Income, Equities, Bloomberg, Securities, elearning, Financial Markets, Salesforce.com, Series 7, Instructor-led Training, Training Delivery, Virtual Training, Instructional Design, Siebel, Portfolio Management, Financial Services, Trading Systems, Capital Markets, Series 63, Trading, Derivatives, Commodity, FX Options, Relationship Management, Foreign Exchange, Investment Banking, Business Analysis, Reference Data, Options, Back Office, Technical Analysis, Equity Trading, Hedge Funds, Asset Management, E-Learning, Risk Management, Bloomberg Terminal, Equity Derivatives, Financial Modeling, Investment Management, Financial Risk
Education
Saint Louis University 1996 — 2001
BA, Finance
Gokuldham High School
John Malinak's Edward Jones Experience August 2004 - Present
Job Senior Regulatory Officer at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2004 - Present
Skills
Securities, AML, Mutual Funds, Securities Regulation, FINRA, Series 24, Series 7, Risk Management, Uniform Combined State..., Financial Services, Asset Managment, Capital Markets, Series 63, Investment Advisory, Insurance, Due Diligence, Process Improvement, Wealth Management, Strategic Planning, Investments
Education
Saint Louis University 2000 — 2002
Master's degree, International Business
University of Missouri-Columbia
Bachelor of Arts (B.A.), Political Science and French
Edward Jones August 2004 - Present
Skills
Securities, AML, Mutual Funds, Securities Regulation, FINRA, Series 24, Series 7, Risk Management, Uniform Combined State..., Financial Services, Asset Managment, Capital Markets, Series 63, Investment Advisory, Insurance, Due Diligence, Process Improvement, Wealth Management, Strategic Planning, Investments
Education
Saint Louis University 2000 — 2002
Master's degree, International Business
University of Missouri-Columbia
Bachelor of Arts (B.A.), Political Science and French
Shane Duggin's Edward Jones Experience August 2004 - Present
Job Compliance Counsel at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2004 - Present
Lafayette Preparatory Academy 2011 - 2014
Education
Saint Louis University 2005 — 2009
J.D., Law
Truman State University 1997 — 2001
B.S., Justice Systems
Edward Jones August 2004 - Present
Lafayette Preparatory Academy 2011 - 2014
Education
Saint Louis University 2005 — 2009
J.D., Law
Truman State University 1997 — 2001
B.S., Justice Systems
Jeff Schwarz's Edward Jones Experience October 2006 - June 2007
Job Corporate Training Manager at Enterprise Holdings Inc.
Industry Professional Training & Coaching
Experience
Enterprise Holdings Inc. March 2012 - Present
Enterprise Holdings Inc. July 2011 - March 2012
Enterprise Holdings Inc. June 2007 - July 2011
Edward Jones October 2006 - June 2007
Edward Jones June 2004 - October 2006
Saint Louis University 1998 - 2004
Skills
Instructional Design, Career Development, Management, Project Management, Writing, Talent Management, Employee Engagement, Performance Management, Training Delivery, Organizational..., Leadership Development, Employee Training, Employee Relations, Onboarding, Workshop Facilitation, Training, Leadership
Education
Saint Louis University
PhD, English
Vanderbilt University
BA, English and Business Administration
Enterprise Holdings Inc. March 2012 - Present
Enterprise Holdings Inc. July 2011 - March 2012
Enterprise Holdings Inc. June 2007 - July 2011
Edward Jones October 2006 - June 2007
Edward Jones June 2004 - October 2006
Saint Louis University 1998 - 2004
Skills
Instructional Design, Career Development, Management, Project Management, Writing, Talent Management, Employee Engagement, Performance Management, Training Delivery, Organizational..., Leadership Development, Employee Training, Employee Relations, Onboarding, Workshop Facilitation, Training, Leadership
Education
Saint Louis University
PhD, English
Vanderbilt University
BA, English and Business Administration
David Lenser's Edward Jones Experience July 2007 - September 2012
Job Financial Advisor at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2012 - Present
Edward Jones July 2007 - September 2012
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Asset Allocation, Retirement
Education
St. Mary's College of California
Bachelor of Science (BS), l
Eagle Strategies, LLC September 2012 - Present
Edward Jones July 2007 - September 2012
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Asset Allocation, Retirement
Education
St. Mary's College of California
Bachelor of Science (BS), l
Karen Schiffhauer's Edward Jones Experience March 1997 - Present
Job Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1997 - Present
SalesKit Software March 1995 - March 1997
Ralston Purina November 1981 - November 1993
Education
Saint Louis University 1977 — 1981
BS, Marketing
Webster University
Edward Jones March 1997 - Present
SalesKit Software March 1995 - March 1997
Ralston Purina November 1981 - November 1993
Education
Saint Louis University 1977 — 1981
BS, Marketing
Webster University
Sean Carlin, CFA, CAIA's Edward Jones Experience July 2011 - February 2012
Job Associate Fixed Income Manager Research at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates September 2015 - Present
Aon Hewitt January 2012 - August 2015
Edward Jones July 2011 - February 2012
Edward Jones 2010 - August 2011
Scottrade February 2009 - May 2010
Skills
Excel, Outlook, PowerPoint, Word, Customer Relations, Microsoft Excel, Microsoft Word, Customer Service, Equities, Portfolio Management, Trading, Due Diligence, Asset Management
Education
Saint Louis University 2006 — 2010
Business Administration, Finance CFA Track, 3.61
Wilshire Associates September 2015 - Present
Aon Hewitt January 2012 - August 2015
Edward Jones July 2011 - February 2012
Edward Jones 2010 - August 2011
Scottrade February 2009 - May 2010
Skills
Excel, Outlook, PowerPoint, Word, Customer Relations, Microsoft Excel, Microsoft Word, Customer Service, Equities, Portfolio Management, Trading, Due Diligence, Asset Management
Education
Saint Louis University 2006 — 2010
Business Administration, Finance CFA Track, 3.61
Lauren Reeves, SPHR's Edward Jones Experience July 2004 - Present
Job HR Business Unit Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2004 - Present
Reinert & Rourke, P.C. May 1999 - June 2004
Education
Saint Louis University School of Law 1996 — 1999
JD, Employment Law
Northeast Missouri State University 1992 — 1996
BA and BS, Business Administration
Edward Jones July 2004 - Present
Reinert & Rourke, P.C. May 1999 - June 2004
Education
Saint Louis University School of Law 1996 — 1999
JD, Employment Law
Northeast Missouri State University 1992 — 1996
BA and BS, Business Administration
Paul Liberatore, CPA's Edward Jones Experience September 1997 - July 2006
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Smith barney July 2006 - April 2009
Edward Jones September 1997 - July 2006
Kerber, Eck, and Braeckel July 1988 - September 1997
Education
Saint Louis University
B.S. in Commerce, Accounting
Ameriprise Financial Services, Inc. April 2009 - Present
Smith barney July 2006 - April 2009
Edward Jones September 1997 - July 2006
Kerber, Eck, and Braeckel July 1988 - September 1997
Education
Saint Louis University
B.S. in Commerce, Accounting
Lindsay Yunkus Darnell's Edward Jones Experience 1999 - 2006
Job Pharmaceutical Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca July 2008 - Present
Rend Lake College March 2006 - July 2008
Edward Jones 1999 - 2006
Rend Lake College August 2003 - June 2005
Skills
Pharmaceutical Sales, Cardiology, Customer Service, Endocrinology, Gastroenterology, Managed Care, Microsoft Office, Pharmaceutical Industry, Product Launch, Sales, Public Speaking, Diabetes, Healthcare, Sales Operations, Leadership
Education
Southern Illinois University, Carbondale 2005 — 2006
Masters of Arts in Teaching, Business Teacher Education
Saint Louis University 1997 — 2000
Bachelors, Finance
AstraZeneca July 2008 - Present
Rend Lake College March 2006 - July 2008
Edward Jones 1999 - 2006
Rend Lake College August 2003 - June 2005
Skills
Pharmaceutical Sales, Cardiology, Customer Service, Endocrinology, Gastroenterology, Managed Care, Microsoft Office, Pharmaceutical Industry, Product Launch, Sales, Public Speaking, Diabetes, Healthcare, Sales Operations, Leadership
Education
Southern Illinois University, Carbondale 2005 — 2006
Masters of Arts in Teaching, Business Teacher Education
Saint Louis University 1997 — 2000
Bachelors, Finance
Joe Finocchiaro's Edward Jones Experience 2007 - 2011
Job CFO and Director of Housing at Cardinal Ritter Senior Services
Industry Financial Services
Experience
Cardinal Ritter Senior Services April 2012 - Present
Edward Jones 2007 - 2011
Christian Hospital January 2005 - June 2007
St John's Mercy Healthcare 1998 - 2004
Skills
Financial Analysis, Accounting, Forecasting, Budgeting, Budgets, Finance, Managerial Finance, Financial Modeling, Coaching, Microsoft Excel, Microsoft Word, Management, Financial Reporting, Cash Flow, PowerPoint, Process Improvement, Leadership, Business Planning, Strategic Planning, New Business Development, Internal Controls, Team Building, General Ledger, Strategic Financial..., Operations Management
Education
Washington University in St. Louis 1991 — 1995
Master's, Business Administration
Saint Louis University 1984 — 1988
Bachelors, Accounting
SLUH 1980 — 1984
Cardinal Ritter Senior Services April 2012 - Present
Edward Jones 2007 - 2011
Christian Hospital January 2005 - June 2007
St John's Mercy Healthcare 1998 - 2004
Skills
Financial Analysis, Accounting, Forecasting, Budgeting, Budgets, Finance, Managerial Finance, Financial Modeling, Coaching, Microsoft Excel, Microsoft Word, Management, Financial Reporting, Cash Flow, PowerPoint, Process Improvement, Leadership, Business Planning, Strategic Planning, New Business Development, Internal Controls, Team Building, General Ledger, Strategic Financial..., Operations Management
Education
Washington University in St. Louis 1991 — 1995
Master's, Business Administration
Saint Louis University 1984 — 1988
Bachelors, Accounting
SLUH 1980 — 1984
Sheila Bast's Edward Jones Experience September 2011 - Present
Job Senior Product Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Edward Jones February 2010 - December 2011
Edward Jones June 2005 - February 2010
Skills
Series 7, Series 63, Strategic Planning, Project Management, Securities, Finance, Account Management, Sales, Process Improvement, Microsoft Excel, Microsoft Office
Education
Saint Louis University 2001 — 2005
Bachelor's degree, Accounting and Finance
Edward Jones September 2011 - Present
Edward Jones February 2010 - December 2011
Edward Jones June 2005 - February 2010
Skills
Series 7, Series 63, Strategic Planning, Project Management, Securities, Finance, Account Management, Sales, Process Improvement, Microsoft Excel, Microsoft Office
Education
Saint Louis University 2001 — 2005
Bachelor's degree, Accounting and Finance
Meha Awwad's Edward Jones Experience July 2002 - July 2003
Job Analyst at Verizon
Industry Telecommunications
Meredith Rakey's Edward Jones Experience AuditorDeloitte & ToucheSeptember 2001 - November 2003
Job Accountant at Edward Jones
Industry Financial Services
Experience
Edward Jones AuditorDeloitte & ToucheSeptember 2001 - November 2003
Skills
Financial Analysis, Microsoft Office, Accounting, Employee Training
Education
Saint Louis University 1997 — 2001
Bachelors in Business Administration, Accounting
Edward Jones AuditorDeloitte & ToucheSeptember 2001 - November 2003
Skills
Financial Analysis, Microsoft Office, Accounting, Employee Training
Education
Saint Louis University 1997 — 2001
Bachelors in Business Administration, Accounting
Paul Sudekum's Edward Jones Experience 2014 - 2014
Job Margin Analyst at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade 2014 - Present
Edward Jones 2014 - 2014
Skills
English, Microsoft Excel, Budgets, Accounting, Outlook, PowerPoint, Windows, Research, Financial Reporting, Financial Accounting, Auditing, Teamwork, Access, Sales, Account Management, Customer Service, Insurance
Education
Saint Louis University 1995 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Scottrade January 2015 - Present
Scottrade 2014 - Present
Edward Jones 2014 - 2014
Skills
English, Microsoft Excel, Budgets, Accounting, Outlook, PowerPoint, Windows, Research, Financial Reporting, Financial Accounting, Auditing, Teamwork, Access, Sales, Account Management, Customer Service, Insurance
Education
Saint Louis University 1995 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Shayla Osikoya's Edward Jones Experience July 2012 - April 2014
Job Senior Financial Analyst
Industry Financial Services
Experience
Edward Jones July 2012 - April 2014
Edward Jones January 2009 - July 2012
Edward Jones November 2008 - June 2009
Edward Jones July 2006 - November 2008
Saint Louis University May 2004 - May 2006
Skills
Financial Analysis, Accounting, Strategic Financial..., Finance, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Sarbanes-Oxley Act, Internal Controls, PeopleSoft, Financial Modeling, Variance Analysis, Analysis
Education
Webster University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Louis University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Edward Jones July 2012 - April 2014
Edward Jones January 2009 - July 2012
Edward Jones November 2008 - June 2009
Edward Jones July 2006 - November 2008
Saint Louis University May 2004 - May 2006
Skills
Financial Analysis, Accounting, Strategic Financial..., Finance, General Ledger, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Sarbanes-Oxley Act, Internal Controls, PeopleSoft, Financial Modeling, Variance Analysis, Analysis
Education
Webster University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Louis University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Jim DeCota's Edward Jones Experience August 2003 - Present
Job Financial Planner at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2003 - Present
armanino mckenna llp August 1999 - October 2002
Skills
Retirement Planning, Wealth Transfer Planning, Risk Analysis
Education
Saint Mary's College of California 1995 — 1999
BS, Accounting
Edward Jones August 2003 - Present
armanino mckenna llp August 1999 - October 2002
Skills
Retirement Planning, Wealth Transfer Planning, Risk Analysis
Education
Saint Mary's College of California 1995 — 1999
BS, Accounting
Alison Carnie's Edward Jones Experience November 2014 - Present
Job Client Consultation Group at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Edward Jones August 2012 - Present
Education
Saint Louis University School of Law 2005 — 2008
JD
Vanderbilt University 2001 — 2005
BS
Edward Jones November 2014 - Present
Edward Jones August 2012 - Present
Education
Saint Louis University School of Law 2005 — 2008
JD
Vanderbilt University 2001 — 2005
BS
Matthew Rimkus's Edward Jones Experience July 2014 - Present
Job Investment Advisory at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Edward Jones June 2013 - July 2014
Edward Jones June 2012 - June 2013
SIUE Foundation Financial Affairs November 2010 - May 2012
Northwestern Mutual November 2008 - May 2010
Skills
Microsoft Excel, Financial Analysis
Education
Southern Illinois University, Edwardsville 2010 — 2012
Bachelor's degree, Economics and Finance
Saint Louis University 2008 — 2010
Edward Jones July 2014 - Present
Edward Jones June 2013 - July 2014
Edward Jones June 2012 - June 2013
SIUE Foundation Financial Affairs November 2010 - May 2012
Northwestern Mutual November 2008 - May 2010
Skills
Microsoft Excel, Financial Analysis
Education
Southern Illinois University, Edwardsville 2010 — 2012
Bachelor's degree, Economics and Finance
Saint Louis University 2008 — 2010
Kristin Schieffer's Edward Jones Experience February 2000 - Present
Job Research Librarian at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2000 - Present
Education
University of Illinois at Urbana-Champaign 1997 — 1998
MS, Library and Information Science
Saint Louis University 1989 — 1993
BA
Edward Jones February 2000 - Present
Education
University of Illinois at Urbana-Champaign 1997 — 1998
MS, Library and Information Science
Saint Louis University 1989 — 1993
BA
Laura Hopson CFP, ChFC's Edward Jones Experience June 1985 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1985 - Present
Edward Jones 1985 - Present
Skills
Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Retirement, Asset Allocation, Series 63, Financial Planning, Financial Advisory, Life Insurance, Long-term Care, 401k Rollovers
Education
Saint Louis University 1993 — 1995
Master's degree, International Business
University of Missouri-Columbia 1981 — 1985
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones June 1985 - Present
Edward Jones 1985 - Present
Skills
Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Retirement, Asset Allocation, Series 63, Financial Planning, Financial Advisory, Life Insurance, Long-term Care, 401k Rollovers
Education
Saint Louis University 1993 — 1995
Master's degree, International Business
University of Missouri-Columbia 1981 — 1985
Bachelor of Business Administration (B.B.A.), Marketing
Mary Aufseeser's Edward Jones Experience March 2006 - Present
Job BRANCH OFFICE ADMINISTRATOR at Edward Jones
Industry
Experience
Edward Jones March 2006 - Present
Education
St. Peter's College 1968 — 1973
Bachelor of Arts (B.A.), English Language and Literature/Letters
HOLY FAMILY ACADEMY 1964 — 1968
Edward Jones March 2006 - Present
Education
St. Peter's College 1968 — 1973
Bachelor of Arts (B.A.), English Language and Literature/Letters
HOLY FAMILY ACADEMY 1964 — 1968
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation