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
Jeff Reintjes Jeff Reintjes's Edward Jones Experience August 2015 - Present
Job FACD Program at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
One on One Basketball Inc January 2013 - June 2015
Heintzberger Payne June 2014 - September 2014
Beaverton Hoop March 2007 - September 2013
Sodexo September 2011 - June 2012
Skills
Experience Working with..., Communication Skills, Finance, Communication, Microsoft Excel, Teamwork, Microsoft Office, PowerPoint, Social Networking, Event Planning, Portfolio Management, Leadership, Critical Thinking, Research, Customer Service
Education
Seattle Pacific University - School of Business and Economics 2011 — 2015
Finance, General
Edward Jones August 2015 - Present
One on One Basketball Inc January 2013 - June 2015
Heintzberger Payne June 2014 - September 2014
Beaverton Hoop March 2007 - September 2013
Sodexo September 2011 - June 2012
Skills
Experience Working with..., Communication Skills, Finance, Communication, Microsoft Excel, Teamwork, Microsoft Office, PowerPoint, Social Networking, Event Planning, Portfolio Management, Leadership, Critical Thinking, Research, Customer Service
Education
Seattle Pacific University - School of Business and Economics 2011 — 2015
Finance, General
Kelly Floyd Kelly Floyd's Edward Jones Experience February 2001 - Present
Job Instructional Designer at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2001 - Present
Skills
Training Delivery, Flash, Adult Education, Presenter, Training, Multimedia, Needs Analysis, Instructional Design, Instructor-led Training, Change Management, Insurance, Series 63
Education
San Diego State University-California State University 1984 — 1987
BS Business Administration, Marketing
Edward Jones February 2001 - Present
Skills
Training Delivery, Flash, Adult Education, Presenter, Training, Multimedia, Needs Analysis, Instructional Design, Instructor-led Training, Change Management, Insurance, Series 63
Education
San Diego State University-California State University 1984 — 1987
BS Business Administration, Marketing
David Del Grosso David Del Grosso's Edward Jones Experience September 2006 - December 2006
Job Institutional Client Advisor at PNC
Industry Investment Management
Experience
PNC April 2014 - Present
J.P. Morgan October 2009 - March 2014
J.P. Morgan June 2007 - October 2009
Edward Jones September 2006 - December 2006
Morgan Stanley January 2006 - May 2006
Skills
Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg
Education
Salisbury University - Perdue School of Business 2003 — 2007
Finance, Investments
PNC April 2014 - Present
J.P. Morgan October 2009 - March 2014
J.P. Morgan June 2007 - October 2009
Edward Jones September 2006 - December 2006
Morgan Stanley January 2006 - May 2006
Skills
Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg
Education
Salisbury University - Perdue School of Business 2003 — 2007
Finance, Investments
David H Hatch's Edward Jones Experience 2006 - 2012
Job Rental Expert at BigRentz.com
Industry Financial Services
Experience
BigRentz.com 2014 - Present
Quiver Financial 2013 - 2014
Insperity Performance Management 2012 - 2013
Edward Jones 2006 - 2012
CBS Radio June 2005 - August 2006
CBS Radio 2003 - 2005
Skills
Excellent communication..., New Business Development, On-line and direct..., Relationship Building, Public Speaking, Team Building, Customer Service, Series 7, Series 66, MS Word, Excel,..., Twitter, ..., Market Growth, SaaS, California Life and..., Marketing Communications, HTML, Start-ups, Sales Management, Uniform Combined State..., Operations Management, Direct Sales, Radio Promotions
Education
University of California, Davis 2001 — 2003
Bachelor of Science Degree, Communication and History
Santa Ana College 1999 — 2001
Associate of Arts Degree, Communications and Liberal Arts
Ocean View
Ocean View
BigRentz.com 2014 - Present
Quiver Financial 2013 - 2014
Insperity Performance Management 2012 - 2013
Edward Jones 2006 - 2012
CBS Radio June 2005 - August 2006
CBS Radio 2003 - 2005
Skills
Excellent communication..., New Business Development, On-line and direct..., Relationship Building, Public Speaking, Team Building, Customer Service, Series 7, Series 66, MS Word, Excel,..., Twitter, ..., Market Growth, SaaS, California Life and..., Marketing Communications, HTML, Start-ups, Sales Management, Uniform Combined State..., Operations Management, Direct Sales, Radio Promotions
Education
University of California, Davis 2001 — 2003
Bachelor of Science Degree, Communication and History
Santa Ana College 1999 — 2001
Associate of Arts Degree, Communications and Liberal Arts
Ocean View
Ocean View
Eric Mischel Eric Mischel's Edward Jones Experience September 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Human Resources Management and Services
Edward Jones September 2013 - Present
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Human Resources Management and Services
Matthew Lee Greiner's Edward Jones Experience January 2010 - April 2012
Job Financial Advisor at Greiner Group
Industry Financial Services
Experience
Greiner Group April 2012 - Present
Prospect Education, LLC April 2012 - April 2014
Edward Jones January 2010 - April 2012
Santa Cruz Community Credit Union August 2007 - January 2010
KeyPoint Credit Union January 2006 - August 2007
Financial Navigator, Inc August 2004 - January 2006
Skills
Access, Customer Service, Microsoft Office, Teamwork, XP, WebEx, Goldmine, SBT, Microsoft Excel, Risk Management, General Ledger, VBA, Finance, Forecasting, Financial Reporting, Team Building, Financial Analysis, Portfolio Management, Accounting, Leadership, Management
Education
San Jose State University 2002 — 2004
Bachelor of Science (B.S.), Business Administration; Finance
DeAnza Community College 1999 — 2002
General Education
Greiner Group April 2012 - Present
Prospect Education, LLC April 2012 - April 2014
Edward Jones January 2010 - April 2012
Santa Cruz Community Credit Union August 2007 - January 2010
KeyPoint Credit Union January 2006 - August 2007
Financial Navigator, Inc August 2004 - January 2006
Skills
Access, Customer Service, Microsoft Office, Teamwork, XP, WebEx, Goldmine, SBT, Microsoft Excel, Risk Management, General Ledger, VBA, Finance, Forecasting, Financial Reporting, Team Building, Financial Analysis, Portfolio Management, Accounting, Leadership, Management
Education
San Jose State University 2002 — 2004
Bachelor of Science (B.S.), Business Administration; Finance
DeAnza Community College 1999 — 2002
General Education
Gretchen Vattuone's Edward Jones Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
San Diego County Credit Union March 2014 - Present
Edward Jones 2008 - 2011
Washington Mutual Home Loans January 2002 - January 2008
Education
San Diego State University-California State University
San Diego County Credit Union March 2014 - Present
Edward Jones 2008 - 2011
Washington Mutual Home Loans January 2002 - January 2008
Education
San Diego State University-California State University
Jerome Burton Jerome Burton's Edward Jones Experience July 2012 - October 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Edward Jones July 2012 - October 2012
Barnes & Noble College September 2007 - August 2012
Santa Clara University 2007 - June 2012
MassMutual Financial Group June 2011 - July 2011
Macy's December 2006 - May 2007
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Northwestern Mutual January 2013 - Present
Edward Jones July 2012 - October 2012
Barnes & Noble College September 2007 - August 2012
Santa Clara University 2007 - June 2012
MassMutual Financial Group June 2011 - July 2011
Macy's December 2006 - May 2007
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Neil Stutts Neil Stutts's Edward Jones Experience August 2013 - June 2015
Job Job searching
Industry International Trade and Development
Experience
Edward Jones August 2013 - June 2015
Texas A&M University June 2011 - July 2012
Harmony Math and Science Academy July 2010 - May 2011
Texas A&M University October 2005 - January 2010
Skills
Research, Secondary Education, Academic Writing, Microsoft Office, Building Maintenance, Bass Guitar, Live Performer, Student Development, History, American History, Higher Education, Qualitative Research
Education
University of Chicago 2012 — 2013
Master of Arts (MA), Social Sciences
Sam Houston State University 2008 — 2010
Bachelor of Arts (B.A.), History
Edward Jones August 2013 - June 2015
Texas A&M University June 2011 - July 2012
Harmony Math and Science Academy July 2010 - May 2011
Texas A&M University October 2005 - January 2010
Skills
Research, Secondary Education, Academic Writing, Microsoft Office, Building Maintenance, Bass Guitar, Live Performer, Student Development, History, American History, Higher Education, Qualitative Research
Education
University of Chicago 2012 — 2013
Master of Arts (MA), Social Sciences
Sam Houston State University 2008 — 2010
Bachelor of Arts (B.A.), History
Stanette Marie Rose Stanette Marie Rose's Edward Jones Experience November 2000 - June 2008
Job CEO: INVESTOR ADVOCACY
Industry Financial Services
Experience
INVESTOR ADVOCACY January 1991 - Present
Stanette Marie Rose November 1990 - June 2010
EK Riley January 2009 - January 2009
Edward Jones November 2000 - June 2008
Edward Jones January 2000 - January 2008
UBS Wealth Management January 1995 - January 2000
PaineWebber January 1995 - January 2000
Smith Barney February 1990 - January 1995
Skills
Retirement, Mutual Funds, Venture Capital, Venture Financing, Angel Investing, IPO, Executive Coaching, Public Speaking, Radio, Television, New Business Development, International Business, Investment Banking, Estate Education, Time, Talent and..., Finance Education, What is a Portfolio?, How to GO IPO!!!, Due Diligence..., Freedom From Debt, Spending Plans, Financial Action Plans, Financial Blueprints, Financial Windfall..., Ending Compulsive..., Conscious Spending, Couples in Financial..., Under Earning and the..., Living a Prosperous Life, Build a Business, Create a Non Profit for..., Money and Spirit, Financial Legacy..., Family Financial..., Strategic Financial..., Business, Estate Planning, Financial Advisory, Securities, Life Insurance, Finance, Financial Services, Wealth, Bonds, Portfolio Management, Retirement Planning, Investment Management, Investments, Financial Planners, Due Diligence
Education
San Francisco State/UC Berkeley 1980 — 1985
Business/Economics
TaHoMa 1973 — 1977
College Preparatory, College Preparatory
Saint Anthony's 1969 — 1973
San Francisco State University
University of California, Berkeley
INVESTOR ADVOCACY January 1991 - Present
Stanette Marie Rose November 1990 - June 2010
EK Riley January 2009 - January 2009
Edward Jones November 2000 - June 2008
Edward Jones January 2000 - January 2008
UBS Wealth Management January 1995 - January 2000
PaineWebber January 1995 - January 2000
Smith Barney February 1990 - January 1995
Skills
Retirement, Mutual Funds, Venture Capital, Venture Financing, Angel Investing, IPO, Executive Coaching, Public Speaking, Radio, Television, New Business Development, International Business, Investment Banking, Estate Education, Time, Talent and..., Finance Education, What is a Portfolio?, How to GO IPO!!!, Due Diligence..., Freedom From Debt, Spending Plans, Financial Action Plans, Financial Blueprints, Financial Windfall..., Ending Compulsive..., Conscious Spending, Couples in Financial..., Under Earning and the..., Living a Prosperous Life, Build a Business, Create a Non Profit for..., Money and Spirit, Financial Legacy..., Family Financial..., Strategic Financial..., Business, Estate Planning, Financial Advisory, Securities, Life Insurance, Finance, Financial Services, Wealth, Bonds, Portfolio Management, Retirement Planning, Investment Management, Investments, Financial Planners, Due Diligence
Education
San Francisco State/UC Berkeley 1980 — 1985
Business/Economics
TaHoMa 1973 — 1977
College Preparatory, College Preparatory
Saint Anthony's 1969 — 1973
San Francisco State University
University of California, Berkeley
Barry W. Tate, AAMS, MBA Barry W. Tate, AAMS, MBA's Edward Jones Experience February 2006 - August 2013
Job Financial Advisor
Industry Financial Services
Experience
The Barry W. Tate Group, a Financial Advisory Practice of Ameriprise Financial Services, Inc. 2013 - Present
BVT Enterprises 2010 - 2015
Edward Jones February 2006 - August 2013
American General Life Companies 1996 - 2006
Sam Houston State University 1991 - 1996
Texas A&M University System 1988 - 1991
Skills
Personal Financial..., Investment Management, Finance, Small Business, Investment Properties, Real Estate
Education
Sam Houston State University 1993 — 1996
Master of Business Administration (MBA)
Texas A&M University - Mays Business School 1981 — 1985
BBA, Accounting
The Barry W. Tate Group, a Financial Advisory Practice of Ameriprise Financial Services, Inc. 2013 - Present
BVT Enterprises 2010 - 2015
Edward Jones February 2006 - August 2013
American General Life Companies 1996 - 2006
Sam Houston State University 1991 - 1996
Texas A&M University System 1988 - 1991
Skills
Personal Financial..., Investment Management, Finance, Small Business, Investment Properties, Real Estate
Education
Sam Houston State University 1993 — 1996
Master of Business Administration (MBA)
Texas A&M University - Mays Business School 1981 — 1985
BBA, Accounting
Scott Aikman Scott Aikman's Edward Jones Experience August 2013 - December 2014
Job Area Construction Manager Redwood Construction
Industry Financial Services
Experience
Redwood Construction December 2014 - Present
Edward Jones August 2013 - December 2014
Charles Schwab August 2011 - August 2013
Grand Canyon University 2011 - 2013
Siegel/Yocum Asset Management, LLC July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, Analysis, Data Analysis, Access, Management, Leadership, Time Management, Strategic Planning, Team Building, Negotiation, Team Leadership, Financial Analysis, Finance, Microsoft Excel, Public Relations
Education
Grand Canyon University 2011 — 2013
Bachelor's degree, Finance and Economics
Scottsdale Community College 2009 — 2011
Associate of Arts (A.A.), International Business, Trade, and Tax Law
Redwood Construction December 2014 - Present
Edward Jones August 2013 - December 2014
Charles Schwab August 2011 - August 2013
Grand Canyon University 2011 - 2013
Siegel/Yocum Asset Management, LLC July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, Analysis, Data Analysis, Access, Management, Leadership, Time Management, Strategic Planning, Team Building, Negotiation, Team Leadership, Financial Analysis, Finance, Microsoft Excel, Public Relations
Education
Grand Canyon University 2011 — 2013
Bachelor's degree, Finance and Economics
Scottsdale Community College 2009 — 2011
Associate of Arts (A.A.), International Business, Trade, and Tax Law
Jim Moffatt Jim Moffatt's Edward Jones Experience August 2011 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones August 2011 - Present
Morgan Stanley July 1999 - October 2010
Skills
Finance, Investments, Retirement Planning, Strategic Financial..., Coaching, Insurance, Retirement, Risk Management, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1986 — 1991
BS, Business Administration
San Diego State University-California State University 1986 — 1991
bs, Business Administration
Edward Jones August 2011 - Present
Morgan Stanley July 1999 - October 2010
Skills
Finance, Investments, Retirement Planning, Strategic Financial..., Coaching, Insurance, Retirement, Risk Management, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1986 — 1991
BS, Business Administration
San Diego State University-California State University 1986 — 1991
bs, Business Administration
Amy Irvine Amy Irvine's Edward Jones Experience August 2005 - November 2006
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Jim Paxton Jim Paxton's Edward Jones Experience March 1994 - March 1999
Job Financial Advisor Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC August 2012 - Present
Ameriprise Financial Services, Thurlow & Associates April 2003 - August 2012
Nevada State Bank March 1999 - January 2003
Edward Jones March 1994 - March 1999
Skills
Retirement Planning, 401k Rollovers, Strategic Financial..., IRAs, Wealth Accumulation, Financial Planners, Wealth, Personal Finance, Investment Advisory, 401k, Financial Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Wealth Management..., Long-term Care, Life Insurance
Education
Boise State University 1972 — 1974
Secondary Teaching Credential
San Jose State University 1966 — 1970
BA, Journalism and political science
Westchester High School 1963 — 1966
diploma, General
Raymond James Financial Services, Inc. Member FINRA/SIPC August 2012 - Present
Ameriprise Financial Services, Thurlow & Associates April 2003 - August 2012
Nevada State Bank March 1999 - January 2003
Edward Jones March 1994 - March 1999
Skills
Retirement Planning, 401k Rollovers, Strategic Financial..., IRAs, Wealth Accumulation, Financial Planners, Wealth, Personal Finance, Investment Advisory, 401k, Financial Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Wealth Management..., Long-term Care, Life Insurance
Education
Boise State University 1972 — 1974
Secondary Teaching Credential
San Jose State University 1966 — 1970
BA, Journalism and political science
Westchester High School 1963 — 1966
diploma, General
Bruce Parmenter Jr. Bruce Parmenter Jr.'s Edward Jones Experience September 2006 - March 2009
Job Financial Advisor at CLEAR HORIZON WEALTH ADVISORS an Ameriprise Private Wealth Advisory Practice
Industry Investment Management
Experience
Ameriprise Financial Advisors June 2010 - Present
Southgate Rotary August 2011 - 2011
Southgate Rotary 2011 - 2011
Merrill Lynch March 2008 - June 2010
Edward Jones September 2006 - March 2009
Trenton Rotary 2006 - 2007
United States Marine Corps August 1986 - August 1990
Education
Schoolcraft College 1986 — 1990
Criminal Justice
Novi High School 1981 — 1990
Drafting, Accounting, Business Law
McKee elementary and Marshall Junior high
Ameriprise Financial Advisors June 2010 - Present
Southgate Rotary August 2011 - 2011
Southgate Rotary 2011 - 2011
Merrill Lynch March 2008 - June 2010
Edward Jones September 2006 - March 2009
Trenton Rotary 2006 - 2007
United States Marine Corps August 1986 - August 1990
Education
Schoolcraft College 1986 — 1990
Criminal Justice
Novi High School 1981 — 1990
Drafting, Accounting, Business Law
McKee elementary and Marshall Junior high
Ed Von Ruff Ed Von Ruff's Edward Jones Experience May 2003 - May 2006
Job AES Valves LLC
Industry Oil & Energy
Experience
AES Valves LLC July 2015 - Present
AMCi Wireless September 2009 - Present
AMCi Wireless September 2009 - Present
Unemployed December 2014 - February 2015
American Millennium Corp. Inc September 2009 - December 2014
First Allied Securities May 2007 - September 2009
Edward Jones May 2003 - May 2006
South Coast Supply 2001 - 2003
Valve Systems & Controls January 1999 - April 2001
Smith International 1989 - 1993
Skills
Wealth Management, Investments, Asset Managment, Sales, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Energy Industry, Employee Benefits, Finance, Relationship Management, Risk Management, Insurance, Financial Planning, Public Speaking, Contract Negotiation, Customer Service, Management, Marketing, Strategic Planning, Energy, New Business Development
Education
University of Phoenix 2009 — 2011
Associate, Business Fundementals
San Jacinto College 1980 — 1984
Business & Realestate
AES Valves LLC July 2015 - Present
AMCi Wireless September 2009 - Present
AMCi Wireless September 2009 - Present
Unemployed December 2014 - February 2015
American Millennium Corp. Inc September 2009 - December 2014
First Allied Securities May 2007 - September 2009
Edward Jones May 2003 - May 2006
South Coast Supply 2001 - 2003
Valve Systems & Controls January 1999 - April 2001
Smith International 1989 - 1993
Skills
Wealth Management, Investments, Asset Managment, Sales, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Energy Industry, Employee Benefits, Finance, Relationship Management, Risk Management, Insurance, Financial Planning, Public Speaking, Contract Negotiation, Customer Service, Management, Marketing, Strategic Planning, Energy, New Business Development
Education
University of Phoenix 2009 — 2011
Associate, Business Fundementals
San Jacinto College 1980 — 1984
Business & Realestate
Tucker Warford Tucker Warford's Edward Jones Experience April 2013 - September 2013
Job Accounts Coordinator and Financial Director at Bravo Three
Industry Financial Services
Experience
Bravo Three September 2013 - Present
San Diego Field Hockey Official's Association August 2010 - Present
Casino Gold June 2007 - Present
Edward Jones April 2013 - September 2013
Southern California High School Softball Umpire's Association/Independent Umpire's Association February 2010 - April 2013
San Diego Swim and Dive Official's Association February 2010 - April 2013
San Diego Water Polo Official's Association October 2008 - April 2013
Sports Photography Inc. 2007 - 2009
Skills
Financial Planning and..., Capital Budgeting, Basic Website Operations, Excel, Word, Account Management, PowerPoint, Accounting, Customer Relations, Marketing Strategy, Marketing Management, Brand Development, Brand Management, Website Development, Website Updating, Google Website Optimizer, Financial Planning, Financial Reporting, Financial Analysis, Budget Management, Access, Social Media Marketing, General Ledger, Microsoft Word, Microsoft Excel, Auditing, Poker, Business Planning, Casino, Process Improvement, Photography, Forecasting, Social Networking, Public Relations, Time Management, Microsoft Office, Social Media, Teamwork, Video Games, Leadership, Budgets, Financial Modeling, Finance, Accounts Payable
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Finance, General
Grossmont/Cuyamaca College 2009 — 2010
Associate's degree, business administration
Bravo Three September 2013 - Present
San Diego Field Hockey Official's Association August 2010 - Present
Casino Gold June 2007 - Present
Edward Jones April 2013 - September 2013
Southern California High School Softball Umpire's Association/Independent Umpire's Association February 2010 - April 2013
San Diego Swim and Dive Official's Association February 2010 - April 2013
San Diego Water Polo Official's Association October 2008 - April 2013
Sports Photography Inc. 2007 - 2009
Skills
Financial Planning and..., Capital Budgeting, Basic Website Operations, Excel, Word, Account Management, PowerPoint, Accounting, Customer Relations, Marketing Strategy, Marketing Management, Brand Development, Brand Management, Website Development, Website Updating, Google Website Optimizer, Financial Planning, Financial Reporting, Financial Analysis, Budget Management, Access, Social Media Marketing, General Ledger, Microsoft Word, Microsoft Excel, Auditing, Poker, Business Planning, Casino, Process Improvement, Photography, Forecasting, Social Networking, Public Relations, Time Management, Microsoft Office, Social Media, Teamwork, Video Games, Leadership, Budgets, Financial Modeling, Finance, Accounts Payable
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Finance, General
Grossmont/Cuyamaca College 2009 — 2010
Associate's degree, business administration
Pam Tipton Pam Tipton's Edward Jones Experience July 2011 - Present
Job Financial Advisor at Edward Jones
Industry Real Estate
Experience
Edward Jones July 2011 - Present
Skills
First Time Home Buyers, Real Estate, Investments, Mortgage Lending, Investment Properties, Foreclosures, FHA
Education
Conroe High School
Sam Houston State University
Edward Jones July 2011 - Present
Skills
First Time Home Buyers, Real Estate, Investments, Mortgage Lending, Investment Properties, Foreclosures, FHA
Education
Conroe High School
Sam Houston State University
J. Andrew Colarusso's Edward Jones Experience June 2015 - Present
Job Financial Advisor Career Development Program at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Sam Houston State University April 2014 - May 2015
Sam Houston State University August 2013 - May 2015
Sam Houston State University August 2013 - May 2015
Sam Houston State University May 2013 - January 2014
Sam Houston State University August 2012 - August 2013
Wunsche Brothers Cafe May 2008 - December 2012
Sam Houston State University November 2010 - August 2012
Sam Houston State University September 2010 - May 2011
Skills
Research, Higher Education, Tutoring, Teaching, SPSS, Student Development, Community Outreach, Customer Service, Microsoft Excel, Microsoft Office, Office Administration, Office Management, Proofreading, Quantitative Research, Social Media, Technical Writing, Leadership
Education
Sam Houston State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Sam Houston State University 2010 — 2013
Bachelor of Science (B.S.), Criminal Justice, 4.0
Edward Jones June 2015 - Present
Sam Houston State University April 2014 - May 2015
Sam Houston State University August 2013 - May 2015
Sam Houston State University August 2013 - May 2015
Sam Houston State University May 2013 - January 2014
Sam Houston State University August 2012 - August 2013
Wunsche Brothers Cafe May 2008 - December 2012
Sam Houston State University November 2010 - August 2012
Sam Houston State University September 2010 - May 2011
Skills
Research, Higher Education, Tutoring, Teaching, SPSS, Student Development, Community Outreach, Customer Service, Microsoft Excel, Microsoft Office, Office Administration, Office Management, Proofreading, Quantitative Research, Social Media, Technical Writing, Leadership
Education
Sam Houston State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Sam Houston State University 2010 — 2013
Bachelor of Science (B.S.), Criminal Justice, 4.0
Murali Pathi Murali Pathi's Edward Jones Experience August 2002 - January 2005
Job Senior Storage Engineer at EMC
Industry Information Technology and Services
Experience
EMC July 2012 - Present
AllianceBernstein LP April 2007 - June 2012
EMC January 2005 - March 2007
Edward Jones August 2002 - January 2005
EMC June 1999 - July 2002
Bell June 1996 - May 1999
Education
Seneca College of Applied Arts and Technology 1995 — 1996
Ontario College Graduate Certificate, UNIX System Administration
Government College of Technology 1989 — 1993
Engineer's Degree, Electrical and Electronics Engineering
EMC July 2012 - Present
AllianceBernstein LP April 2007 - June 2012
EMC January 2005 - March 2007
Edward Jones August 2002 - January 2005
EMC June 1999 - July 2002
Bell June 1996 - May 1999
Education
Seneca College of Applied Arts and Technology 1995 — 1996
Ontario College Graduate Certificate, UNIX System Administration
Government College of Technology 1989 — 1993
Engineer's Degree, Electrical and Electronics Engineering
Cesar Padilla, CFP® Cesar Padilla, CFP®'s Edward Jones Experience August 1995 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1995 - Present
Education
San Diego State University-California State University 1990 — 1995
Bachelor of Arts (B.A.), International Business
Edward Jones August 1995 - Present
Education
San Diego State University-California State University 1990 — 1995
Bachelor of Arts (B.A.), International Business
Kerry Abington Kerry Abington's Edward Jones Experience December 2001 - January 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Edward Jones December 2001 - January 2012
US Army May 1972 - December 2001
Education
Seattle University 1999 — 2001
MBA
Texas Tech University 1968 — 1972
BA, International Relations
Ameriprise Financial Services, Inc. January 2012 - Present
Edward Jones December 2001 - January 2012
US Army May 1972 - December 2001
Education
Seattle University 1999 — 2001
MBA
Texas Tech University 1968 — 1972
BA, International Relations
Jacquie Manoukian's Edward Jones Experience April 1998 - September 2003
Job Government Contractor
Industry Defense & Space
Experience
Sierra Nevada Corporation December 2013 - Present
IAP Worldwide Services February 2012 - November 2013
SOC LLC December 2008 - August 2011
Edward Jones April 1998 - September 2003
Skills
Proposal Writing, Program Management, Team Building, Contract Negotiation, Contract Management, Operations, Deployment Planning, Security, Plannning, Budgets, Management, Government Contracting, DoD, Military, Security Clearance, Government, Force Protection, Defense
Education
University of Phoenix-Northern Nevada Campus 2005 — 2012
Bachelor of Science, Human Services
San Joaquin Delta College 1991 — 1993
N/A, Psychology
Sierra Nevada Corporation December 2013 - Present
IAP Worldwide Services February 2012 - November 2013
SOC LLC December 2008 - August 2011
Edward Jones April 1998 - September 2003
Skills
Proposal Writing, Program Management, Team Building, Contract Negotiation, Contract Management, Operations, Deployment Planning, Security, Plannning, Budgets, Management, Government Contracting, DoD, Military, Security Clearance, Government, Force Protection, Defense
Education
University of Phoenix-Northern Nevada Campus 2005 — 2012
Bachelor of Science, Human Services
San Joaquin Delta College 1991 — 1993
N/A, Psychology
Nan Stokes Nan Stokes's Edward Jones Experience October 2009 - February 2010
Job Financial Services Representative, Registered Representative at MetLife
Industry Financial Services
Experience
MetLife December 2010 - Present
Senior Life Services August 2010 - December 2010
Edward Jones October 2009 - February 2010
Insurance House October 2005 - May 2009
GMAC Insurance July 1996 - October 2005
Education
Salem College
Bachelor of Arts (BA), Foreign Language Management
MetLife December 2010 - Present
Senior Life Services August 2010 - December 2010
Edward Jones October 2009 - February 2010
Insurance House October 2005 - May 2009
GMAC Insurance July 1996 - October 2005
Education
Salem College
Bachelor of Arts (BA), Foreign Language Management
Salomé Chopra Salomé Chopra's Edward Jones Experience April 2015 - Present
Job HR Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones June 2012 - April 2015
Recruitment Process Outsourcing at Aon Hewitt - BMO Recruitment Network July 2010 - June 2012
Aon Hewitt April 2010 - July 2010
Thomson Reuters March 2010 - April 2010
Carswell, a Thomson Reuters business January 2008 - January 2010
HSBC Financial March 2007 - December 2007
The Fathom Group January 2005 - February 2007
Skills
Corporate Recruiting, Human Resources, Financial Services, Building Relationships, Sourcing, Applicant Tracking..., Onboarding, Competency Based..., HR support, Problem Solving, Driving Results, Delivering Results, Collaboration, Employee Engagement, Talent Management, CRM, Management, Training, Personnel Management, Technical Recruiting, Talent Acquisition, Recruiting, Interviews, Employee Relations, Relationship Building, HR Consulting, Time Management, Benefits Negotiation
Education
Seneca College 2003 — 2004
Certificate, Post Diploma Human Resources Management
University of Toronto 1999 — 2003
Bachelor of Arts (B.A.)
Edward Jones April 2015 - Present
Edward Jones June 2012 - April 2015
Recruitment Process Outsourcing at Aon Hewitt - BMO Recruitment Network July 2010 - June 2012
Aon Hewitt April 2010 - July 2010
Thomson Reuters March 2010 - April 2010
Carswell, a Thomson Reuters business January 2008 - January 2010
HSBC Financial March 2007 - December 2007
The Fathom Group January 2005 - February 2007
Skills
Corporate Recruiting, Human Resources, Financial Services, Building Relationships, Sourcing, Applicant Tracking..., Onboarding, Competency Based..., HR support, Problem Solving, Driving Results, Delivering Results, Collaboration, Employee Engagement, Talent Management, CRM, Management, Training, Personnel Management, Technical Recruiting, Talent Acquisition, Recruiting, Interviews, Employee Relations, Relationship Building, HR Consulting, Time Management, Benefits Negotiation
Education
Seneca College 2003 — 2004
Certificate, Post Diploma Human Resources Management
University of Toronto 1999 — 2003
Bachelor of Arts (B.A.)
Renee Waliser Renee Waliser's Edward Jones Experience November 1992 - Present
Job office administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1992 - Present
Education
Seattle Central Community College
Edward Jones November 1992 - Present
Education
Seattle Central Community College
Barbara Maitland's Edward Jones Experience 2007 - 2012
Job Maitland Financial Group
Industry Financial Services
Experience
Maitland Financial Group November 2007 - Present
Edward Jones 2007 - 2012
WINS 2000 - 2008
Maitland Music & Tennis September 1974 - April 2004
former Womens B-BAll @ Endicott 1973 - 1977
Skills
Investments, Retirement Planning, Retirement, 401k, Portfolio Management, Asset Allocation, Fixed Annuities, Estate Planning, Investment Advisory, Series 7, Wealth Management, College Savings Plans, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Asset Management, Alternative Investments, Fixed Income, Series 63, Pensions, Bonds, Life Insurance, Financial Services, Small Business, Equities, IRAs, Saving for Education, Wealth Management..., Series 65, Financial Planners, Wealth Accumulation, 401k Rollovers, Uniform Combined State..., 529 Plans, Credit, Series 24, Hedge Funds, Insurance, Personal Finance, Long-term Care, Investment Management, Loans, Finance, Roth IRA, Small Business Lending, Wealth, ETFs, Financial Planning
Education
Salem State College 1972 — 1976
MA, Guidance Counselor
Southern Connecticut State University 1965 — 1969
BS, Health & Physical Education
Maitland Financial Group November 2007 - Present
Edward Jones 2007 - 2012
WINS 2000 - 2008
Maitland Music & Tennis September 1974 - April 2004
former Womens B-BAll @ Endicott 1973 - 1977
Skills
Investments, Retirement Planning, Retirement, 401k, Portfolio Management, Asset Allocation, Fixed Annuities, Estate Planning, Investment Advisory, Series 7, Wealth Management, College Savings Plans, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Asset Management, Alternative Investments, Fixed Income, Series 63, Pensions, Bonds, Life Insurance, Financial Services, Small Business, Equities, IRAs, Saving for Education, Wealth Management..., Series 65, Financial Planners, Wealth Accumulation, 401k Rollovers, Uniform Combined State..., 529 Plans, Credit, Series 24, Hedge Funds, Insurance, Personal Finance, Long-term Care, Investment Management, Loans, Finance, Roth IRA, Small Business Lending, Wealth, ETFs, Financial Planning
Education
Salem State College 1972 — 1976
MA, Guidance Counselor
Southern Connecticut State University 1965 — 1969
BS, Health & Physical Education
Jen Otto Jen Otto's Edward Jones Experience March 2008 - December 2010
Job Business Manager
Industry Environmental Services
Experience
Terraphase Engineering Inc. October 2012 - Present
. December 2011 - October 2012
Chase Investment Services December 2010 - December 2011
Edward Jones March 2008 - December 2010
Enterprise Fleet Management February 2004 - December 2007
Skills
Retirement Planning, Salesforce.com, Cold Calling, Customer Service, Sales Management, Training, Management, Competitive Analysis, Leadership, Strategic Planning, PowerPoint, Financial Analysis, Investments, Finance, Project Management, Outlook, Marketing, Team Building, Microsoft Excel, Sales, Direct Sales, Strategic Financial..., Budgets, Microsoft Office
Education
San Jose State University 1998 — 2000
BS, Marketing, Advertising
Terraphase Engineering Inc. October 2012 - Present
. December 2011 - October 2012
Chase Investment Services December 2010 - December 2011
Edward Jones March 2008 - December 2010
Enterprise Fleet Management February 2004 - December 2007
Skills
Retirement Planning, Salesforce.com, Cold Calling, Customer Service, Sales Management, Training, Management, Competitive Analysis, Leadership, Strategic Planning, PowerPoint, Financial Analysis, Investments, Finance, Project Management, Outlook, Marketing, Team Building, Microsoft Excel, Sales, Direct Sales, Strategic Financial..., Budgets, Microsoft Office
Education
San Jose State University 1998 — 2000
BS, Marketing, Advertising
Jacquelynn Avakian Jacquelynn Avakian's Edward Jones Experience August 1999 - August 2000
Job IP Assistant Supervisor at Knobbe Martens Olson & Bear LLP
Industry Law Practice
Experience
Knobbe Martens Olson & Bear LLP September 2012 - Present
Knobbe Martens Olson & Bear LLP January 2007 - October 2012
Knobbe Martens Olson & Bear LLP June 2003 - January 2007
Knobbe Martens Olson & Bear LLP August 2000 - June 2003
Edward Jones August 1999 - August 2000
Skills
Microsoft Office, Event Planning, Intellectual Property, Patents, Trademarks, Human Resources
Education
San Diego State University-California State University
BA, English
Knobbe Martens Olson & Bear LLP September 2012 - Present
Knobbe Martens Olson & Bear LLP January 2007 - October 2012
Knobbe Martens Olson & Bear LLP June 2003 - January 2007
Knobbe Martens Olson & Bear LLP August 2000 - June 2003
Edward Jones August 1999 - August 2000
Skills
Microsoft Office, Event Planning, Intellectual Property, Patents, Trademarks, Human Resources
Education
San Diego State University-California State University
BA, English
Patrick Jordan, AAMS®, AIF®, CRPS®'s Edward Jones Experience August 2001 - January 2010
Job Financial Advisor, 401k Consultant: We provide common sense financial solutions that give you financial confidence.
Industry Financial Services
Experience
Black Mountain Wealth Management December 2011 - Present
TriCor Financial LLC January 2010 - December 2011
Integrity Business Professionals Chapter BNI Las Vegas October 2010 - September 2011
The Attitude of Money Radio Show 2010 - June 2011
Edward Jones August 2001 - January 2010
Morgan Stanley Smith Barney 1997 - 1999
Skills
Strategic Financial..., Global Investment..., How to choose a..., Investment Portfolio...
Education
San Francisco State University 1986 — 1990
BS, International Finance
Black Mountain Wealth Management December 2011 - Present
TriCor Financial LLC January 2010 - December 2011
Integrity Business Professionals Chapter BNI Las Vegas October 2010 - September 2011
The Attitude of Money Radio Show 2010 - June 2011
Edward Jones August 2001 - January 2010
Morgan Stanley Smith Barney 1997 - 1999
Skills
Strategic Financial..., Global Investment..., How to choose a..., Investment Portfolio...
Education
San Francisco State University 1986 — 1990
BS, International Finance
Shelly Swift's Edward Jones Experience January 2015 - June 2015
Job Operations Assistant at Adecco Staffing, USA onsite at eBay Enterprise
Industry Marketing and Advertising
Experience
Edward Jones January 2015 - June 2015
Adecco Staffing, USA on-site at eBay Enterprise September 2014 - December 2014
Lexmark International April 2012 - December 2013
Crescent Hill Art & Music Festival January 2011 - March 2011
CoreOptics (acquired by Cisco Systems) December 2008 - July 2010
StrataLight Communications (acquired by Opnext) April 2008 - November 2008
Infinera November 2005 - April 2008
Firetide, Inc. March 2005 - August 2005
Corvis France SAS July 2000 - January 2003
Nortel Networks, Carrier Data Solutions Madenhead, UK 2000 - July 2000
Skills
Telecommunications, Channel, Product Management, Product Marketing, Competitive Analysis, Multi-channel Marketing, Go-to-market Strategy, Strategic Partnerships, Business Development, Strategy, Solution Selling, SaaS, Corporate Communications, Marketing Communications, Program Management, Marketing Strategy, Integrated Marketing, Start-ups, Market Research, Project Management, Marketing, Product Launch, Marketing Management, Leadership
Education
École GRÉGOIRE-FERRANDI 2003 — 2004
CAP en Cuisine (Professional Certified Cook), Traditional French Cooking
San Francisco State University
BS, International Business
San Francisco State University
MSBA, International Business
University of the Pacific
International Business and French
Edward Jones January 2015 - June 2015
Adecco Staffing, USA on-site at eBay Enterprise September 2014 - December 2014
Lexmark International April 2012 - December 2013
Crescent Hill Art & Music Festival January 2011 - March 2011
CoreOptics (acquired by Cisco Systems) December 2008 - July 2010
StrataLight Communications (acquired by Opnext) April 2008 - November 2008
Infinera November 2005 - April 2008
Firetide, Inc. March 2005 - August 2005
Corvis France SAS July 2000 - January 2003
Nortel Networks, Carrier Data Solutions Madenhead, UK 2000 - July 2000
Skills
Telecommunications, Channel, Product Management, Product Marketing, Competitive Analysis, Multi-channel Marketing, Go-to-market Strategy, Strategic Partnerships, Business Development, Strategy, Solution Selling, SaaS, Corporate Communications, Marketing Communications, Program Management, Marketing Strategy, Integrated Marketing, Start-ups, Market Research, Project Management, Marketing, Product Launch, Marketing Management, Leadership
Education
École GRÉGOIRE-FERRANDI 2003 — 2004
CAP en Cuisine (Professional Certified Cook), Traditional French Cooking
San Francisco State University
BS, International Business
San Francisco State University
MSBA, International Business
University of the Pacific
International Business and French
Jessie Nino's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Raytheon Integrated Defense Systems October 2008 - June 2011
Raytheon Integrated Defense Systems March 2008 - October 2008
Raytheon March 2007 - 2008
Raytheon Integrated Defense Systems March 2006 - March 2007
Raytheon Integrated Defense Systems January 2001 - March 2006
Skills
Negotiation, Six Sigma, Continuous Improvement, Lean Manufacturing, Program Management, Financial Advisory
Education
Seattle University 2003 — 2007
MBA, International Business, Leadership
Western Washington University 1996 — 2001
Industrial Engineering, Graphics
University of Malta 1999 — 2000
kettle falls high school 1991 — 1996
Edward Jones June 2011 - Present
Raytheon Integrated Defense Systems October 2008 - June 2011
Raytheon Integrated Defense Systems March 2008 - October 2008
Raytheon March 2007 - 2008
Raytheon Integrated Defense Systems March 2006 - March 2007
Raytheon Integrated Defense Systems January 2001 - March 2006
Skills
Negotiation, Six Sigma, Continuous Improvement, Lean Manufacturing, Program Management, Financial Advisory
Education
Seattle University 2003 — 2007
MBA, International Business, Leadership
Western Washington University 1996 — 2001
Industrial Engineering, Graphics
University of Malta 1999 — 2000
kettle falls high school 1991 — 1996
Katy Brown-Thibodeau Katy Brown-Thibodeau's Edward Jones Experience July 2008 - August 2012
Job Financial Advisor at KBT Wealth Solutions
Industry Financial Services
Experience
KBT Wealth Solutions September 2012 - Present
KBT Wealth Solutions September 2012 - Present
West Volusia Wealth Mgmt Group, PA September 2012 - 2014
Edward Jones July 2008 - August 2012
JPMorgan Chase September 1997 - June 2008
Skills
Retirement Planning, Finance, Life Insurance, Investments, Credit, Small Business Lending, Wealth Accumulation, Asset Allocation, Investment Strategies, Portfolio Management
Education
Seminole State College of Florida
KBT Wealth Solutions September 2012 - Present
KBT Wealth Solutions September 2012 - Present
West Volusia Wealth Mgmt Group, PA September 2012 - 2014
Edward Jones July 2008 - August 2012
JPMorgan Chase September 1997 - June 2008
Skills
Retirement Planning, Finance, Life Insurance, Investments, Credit, Small Business Lending, Wealth Accumulation, Asset Allocation, Investment Strategies, Portfolio Management
Education
Seminole State College of Florida
Robert Sitton Robert Sitton's Edward Jones Experience April 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2002 - Present
Morgan Stanley August 1998 - April 2002
Aldine High School August 1989 - May 1997
Skills
Retirement, Investments, Strategic Planning, Insurance, Retirement Plan..., Series 7, Uniform Combined State..., Customer Service, IRAs, Life Insurance, Estate Considerations, 401k, Portfolio Review, Fixed Annuities, Wealth Management, Leadership, Financial Analysis, Small Business, Asset Allocation, Roth IRA, Securities, Finance, Long-term Care, Term Life Insurance, Disability Insurance, Universal Life, Whole Life, Wealth Transfer, College Savings Plans, Income Protection, Series 63, Investment Strategies, 529 Plans, Variable Annuities, Series 65, Saving for Education, Long Term Care Insurance, Mutual Funds
Education
Sam Houston State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Business Education
Sam Houston State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Education and Finance
Humble High School 1979 — 1982
Diploma, General Studies
Edward Jones April 2002 - Present
Morgan Stanley August 1998 - April 2002
Aldine High School August 1989 - May 1997
Skills
Retirement, Investments, Strategic Planning, Insurance, Retirement Plan..., Series 7, Uniform Combined State..., Customer Service, IRAs, Life Insurance, Estate Considerations, 401k, Portfolio Review, Fixed Annuities, Wealth Management, Leadership, Financial Analysis, Small Business, Asset Allocation, Roth IRA, Securities, Finance, Long-term Care, Term Life Insurance, Disability Insurance, Universal Life, Whole Life, Wealth Transfer, College Savings Plans, Income Protection, Series 63, Investment Strategies, 529 Plans, Variable Annuities, Series 65, Saving for Education, Long Term Care Insurance, Mutual Funds
Education
Sam Houston State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Business Education
Sam Houston State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Education and Finance
Humble High School 1979 — 1982
Diploma, General Studies
Kurt Eakin, CFP®, AIF® Kurt Eakin, CFP®, AIF®'s Edward Jones Experience November 1999 - April 2012
Job President at Coastal Life Wealth Management
Industry Financial Services
Experience
Coastal Life Wealth Management April 2012 - Present
Edward Jones November 1999 - April 2012
Skills
Retirement Planning, Strategic Financial..., Investment Management, Long Term Care Insurance, Small Business, Retirement, Wealth Management, Investment Advisory, Series 7, Loans, Asset Allocation, Estate Planning, IRAs, Financial Advisory, Strategic Planning, Investment Strategies, Budgets, Refinance, Mutual Funds, Fixed Annuities
Education
University of California, Santa Barbara
Bachelor's degree
San Diego State University-California State University
Personal Financial Planning Program
Coastal Life Wealth Management April 2012 - Present
Edward Jones November 1999 - April 2012
Skills
Retirement Planning, Strategic Financial..., Investment Management, Long Term Care Insurance, Small Business, Retirement, Wealth Management, Investment Advisory, Series 7, Loans, Asset Allocation, Estate Planning, IRAs, Financial Advisory, Strategic Planning, Investment Strategies, Budgets, Refinance, Mutual Funds, Fixed Annuities
Education
University of California, Santa Barbara
Bachelor's degree
San Diego State University-California State University
Personal Financial Planning Program
Doug Newberry's Edward Jones Experience October 2012 - July 2013
Job Vice President Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC 2014 - Present
Edward Jones October 2012 - July 2013
sanofi-aventis January 2001 - December 2010
sanofi-aventis August 1984 - May 2002
AVENTIS Pharmaceuticals January 1997 - January 2001
Rhone-Poulenc Rorer January 1984 - January 1996
McKesson July 1977 - March 1982
Skills
Cardiology, Diabetes, Pharmaceutical Sales, Oncology, Managed Care, Urology, Endocrinology, Neurology, Hospital Sales, Contract Negotiation, Pharmaceutical Industry, Dermatology, Sales Effectiveness, Rheumatology, Business Development
Education
Sam Houston State University 1972 — 1977
Sociology/Psycology
JP Morgan Securities LLC 2014 - Present
Edward Jones October 2012 - July 2013
sanofi-aventis January 2001 - December 2010
sanofi-aventis August 1984 - May 2002
AVENTIS Pharmaceuticals January 1997 - January 2001
Rhone-Poulenc Rorer January 1984 - January 1996
McKesson July 1977 - March 1982
Skills
Cardiology, Diabetes, Pharmaceutical Sales, Oncology, Managed Care, Urology, Endocrinology, Neurology, Hospital Sales, Contract Negotiation, Pharmaceutical Industry, Dermatology, Sales Effectiveness, Rheumatology, Business Development
Education
Sam Houston State University 1972 — 1977
Sociology/Psycology
John Cugia John Cugia's Edward Jones Experience 2008 - 2009
Job Certified Residential Appraiser at Rels Valuation
Industry Real Estate
Experience
Rels Valuation June 2010 - Present
Appraisal Office of John Cugia October 1988 - June 2010
Edward Jones 2008 - 2009
The Property Sciences Group February 1998 - June 2001
Bank of America 1990 - 1996
Skills
Relocation, Investment Properties, Appraisals, Customer Service, Investments, Real Estate, Mortgage Lending, Residential Mortgages, Sales Management, FHA, REO, Investors, Contract Negotiation, Foreclosures, Marketing, Residential Homes, Team Building, Refinance, Management, Short Sales
Education
San Francisco State University, College of Business 1979 — 1985
Bachelor of Science (BS), Finance, General
Archbishop Riordan High School 1975 — 1979
Rels Valuation June 2010 - Present
Appraisal Office of John Cugia October 1988 - June 2010
Edward Jones 2008 - 2009
The Property Sciences Group February 1998 - June 2001
Bank of America 1990 - 1996
Skills
Relocation, Investment Properties, Appraisals, Customer Service, Investments, Real Estate, Mortgage Lending, Residential Mortgages, Sales Management, FHA, REO, Investors, Contract Negotiation, Foreclosures, Marketing, Residential Homes, Team Building, Refinance, Management, Short Sales
Education
San Francisco State University, College of Business 1979 — 1985
Bachelor of Science (BS), Finance, General
Archbishop Riordan High School 1975 — 1979
Brian Gremminger Brian Gremminger's Edward Jones Experience January 2009 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones January 2009 - Present
Education
College for Financial Planning 2011 — 2011
AAMS designation, Financial Planning
Sam Houston State University 2002 — 2005
BA in Photography, Photography, Business
Edward Jones January 2009 - Present
Education
College for Financial Planning 2011 — 2011
AAMS designation, Financial Planning
Sam Houston State University 2002 — 2005
BA in Photography, Photography, Business
Andrea (Ames) Kuykendal Andrea (Ames) Kuykendal's Edward Jones Experience January 2003 - March 2004
Job NC/SC Realtor® at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors December 2014 - Present
Edward Jones January 2003 - March 2004
Mortgage Makers September 2002 - January 2003
FOCUS - Management Consultants October 2001 - May 2002
Nortel Networks March 2000 - October 2001
Skills
realtor, Real Estate, Real Estate Transactions, Residential Homes, First Time Home Buyers, First Time Home Sellers, Real Estate License, Real Estate Financing, Finance, Buyer Representation, Investment Properties, Marketing, Relocation, Sales, Single Family Homes, Management, Sellers, New Home Sales, Real Estate Marketing
Education
Santa Clara University 1997 — 2000
Bachelor's of Science, Finance
Xavier College Prep
Allen Tate Realtors December 2014 - Present
Edward Jones January 2003 - March 2004
Mortgage Makers September 2002 - January 2003
FOCUS - Management Consultants October 2001 - May 2002
Nortel Networks March 2000 - October 2001
Skills
realtor, Real Estate, Real Estate Transactions, Residential Homes, First Time Home Buyers, First Time Home Sellers, Real Estate License, Real Estate Financing, Finance, Buyer Representation, Investment Properties, Marketing, Relocation, Sales, Single Family Homes, Management, Sellers, New Home Sales, Real Estate Marketing
Education
Santa Clara University 1997 — 2000
Bachelor's of Science, Finance
Xavier College Prep
Karneisha Johnson Karneisha Johnson's Edward Jones Experience March 2010 - September 2012
Job Experienced individual with a solid history of adaptability and flexibility to manage and prioritize.
Industry Financial Services
Experience
PulteGroup September 2014 - Present
PulteGroup January 2013 - September 2014
Edward Jones March 2010 - September 2012
Skills
Financial Analysis, Java, Microsoft Office, Prioritize Workload, Priority Management, Leadership, Research, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Management
Education
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
PulteGroup September 2014 - Present
PulteGroup January 2013 - September 2014
Edward Jones March 2010 - September 2012
Skills
Financial Analysis, Java, Microsoft Office, Prioritize Workload, Priority Management, Leadership, Research, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Management
Education
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Jill Avery Jill Avery's Edward Jones Experience February 2003 - Present
Job Time in the market, not timing the market
Industry Financial Services
Experience
Edward Jones February 2003 - Present
Carey, Jarrard & Walker September 2001 - June 2002
Skills
Investments, Mutual Funds, Series 7, 401k, Retirement, Retirement Planning, Securities, Life Insurance, Strategic Financial..., Wealth Management, Series 63, Finance, Financial Planning
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Santa Fe College 1987 — 1989
Associate's Degree, Business Administration and Management, General, 4.0
Edward Jones February 2003 - Present
Carey, Jarrard & Walker September 2001 - June 2002
Skills
Investments, Mutual Funds, Series 7, 401k, Retirement, Retirement Planning, Securities, Life Insurance, Strategic Financial..., Wealth Management, Series 63, Finance, Financial Planning
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Santa Fe College 1987 — 1989
Associate's Degree, Business Administration and Management, General, 4.0
Max Staples Max Staples's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Seattle Pacific University September 2008 - June 2012
Seattle Pacific University June 2010 - June 2011
Seattle Pacific University November 2009 - November 2010
Skills
Strategic Financial..., Leadership, Microsoft Excel, Data Analysis, Public Speaking, Social Networking, Data Entry, Market Research, 401k Rollovers, Customer Service, Life Insurance, Financial Markets, Investment Strategies, Strategic Planning, Retirement Savings, College Savings Plans, Asset Allocation
Education
Seattle Pacific University 2008 — 2012
Bachelor's Degree, Accounting and Business/Management
West Valley High School 2005 — 2008
Edward Jones June 2012 - Present
Seattle Pacific University September 2008 - June 2012
Seattle Pacific University June 2010 - June 2011
Seattle Pacific University November 2009 - November 2010
Skills
Strategic Financial..., Leadership, Microsoft Excel, Data Analysis, Public Speaking, Social Networking, Data Entry, Market Research, 401k Rollovers, Customer Service, Life Insurance, Financial Markets, Investment Strategies, Strategic Planning, Retirement Savings, College Savings Plans, Asset Allocation
Education
Seattle Pacific University 2008 — 2012
Bachelor's Degree, Accounting and Business/Management
West Valley High School 2005 — 2008
Barbara Maitland Barbara Maitland's Edward Jones Experience November 2007 - August 2012
Job Private Wealth Manager
Industry Financial Services
Experience
Self-employed September 2012 - Present
Edward Jones November 2007 - August 2012
Maitland music & tennis September 1974 - October 2007
Skills
Due Diligence, Mortgage Lending, Wealth Management, Investments, Financial Services, Business Strategy, Portfolio Management, Investment Advisory, Social Media, Strategy, Long-term Care, Strategic Planning, Mutual Funds, Estate Planning, Retirement Planning, Credit, Equities, Microsoft Excel, Commercial Banking, Fixed Annuities, Commercial Lending, Loans, Leadership, Marketing, Public Speaking, Asset Management, Strategic Financial..., Small Business, Marketing Strategy, Securities, Customer Service, Sales, Negotiation, Banking, Life Insurance, Insurance, Credit Analysis, Fixed Income, Financial Analysis, Wealth, Small Business Lending, Budgets, Wealth Management..., Management, Financial Advisory, Retirement, Finance, IRAs, Series 7, 401k Rollovers
Education
Salem State College 1972 — 1976
MA Guidance
Southern Connecticut State University 1965 — 1969
Health and Physical Education/Fitness
Self-employed September 2012 - Present
Edward Jones November 2007 - August 2012
Maitland music & tennis September 1974 - October 2007
Skills
Due Diligence, Mortgage Lending, Wealth Management, Investments, Financial Services, Business Strategy, Portfolio Management, Investment Advisory, Social Media, Strategy, Long-term Care, Strategic Planning, Mutual Funds, Estate Planning, Retirement Planning, Credit, Equities, Microsoft Excel, Commercial Banking, Fixed Annuities, Commercial Lending, Loans, Leadership, Marketing, Public Speaking, Asset Management, Strategic Financial..., Small Business, Marketing Strategy, Securities, Customer Service, Sales, Negotiation, Banking, Life Insurance, Insurance, Credit Analysis, Fixed Income, Financial Analysis, Wealth, Small Business Lending, Budgets, Wealth Management..., Management, Financial Advisory, Retirement, Finance, IRAs, Series 7, 401k Rollovers
Education
Salem State College 1972 — 1976
MA Guidance
Southern Connecticut State University 1965 — 1969
Health and Physical Education/Fitness
Eboni Sampson Eboni Sampson's Edward Jones Experience January 2006 - June 2009
Job Customer Care Professional at American Express
Industry Financial Services
Experience
American Express August 2013 - Present
DMB Associates October 2012 - Present
US Bank January 2011 - June 2011
Camden Property Trust July 2009 - March 2010
Edward Jones January 2006 - June 2009
Blockbuster October 2006 - March 2009
Bank of America January 2001 - January 2005
Skills
Customer Service, Training & Development, Client Relationship..., Operations Management, Scheduling, Audit, Team Building, Sales Management, Analytical Abilities, Team Leadership, Confidentiality, Conflict Resolution, Customer Retention, Auditing, Employee Training, CRM
Education
San Diego City College 1999 — 2001
BS, Cosmetology; Psychology; incomplete) * Biology
American Express August 2013 - Present
DMB Associates October 2012 - Present
US Bank January 2011 - June 2011
Camden Property Trust July 2009 - March 2010
Edward Jones January 2006 - June 2009
Blockbuster October 2006 - March 2009
Bank of America January 2001 - January 2005
Skills
Customer Service, Training & Development, Client Relationship..., Operations Management, Scheduling, Audit, Team Building, Sales Management, Analytical Abilities, Team Leadership, Confidentiality, Conflict Resolution, Customer Retention, Auditing, Employee Training, CRM
Education
San Diego City College 1999 — 2001
BS, Cosmetology; Psychology; incomplete) * Biology
Sarah Buchardt Sarah Buchardt's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry International Affairs
Experience
Edward Jones 2013 - Present
Duke University Talent Identification Program May 2013 - August 2013
Justine Petersen August 2012 - December 2012
Duke University Talent Identification Program May 2011 - August 2012
Duke University Talent Identification Program May 2010 - August 2010
Skills
Microsoft Excel, Research, Data Analysis, Community Outreach, Nonprofits, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, HTML, Public Speaking
Education
Washington University in St. Louis 2009 — 2013
Bachelor of Arts (B.A.), International Area Studies, Finance
School for International Training 2012 — 2012
International Relations and Multilateral Diplomacy
Edward Jones 2013 - Present
Duke University Talent Identification Program May 2013 - August 2013
Justine Petersen August 2012 - December 2012
Duke University Talent Identification Program May 2011 - August 2012
Duke University Talent Identification Program May 2010 - August 2010
Skills
Microsoft Excel, Research, Data Analysis, Community Outreach, Nonprofits, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, HTML, Public Speaking
Education
Washington University in St. Louis 2009 — 2013
Bachelor of Arts (B.A.), International Area Studies, Finance
School for International Training 2012 — 2012
International Relations and Multilateral Diplomacy
James Bourgeois James Bourgeois's Edward Jones Experience February 2015 - Present
Job Field Supervision at Edward Jones
Industry Insurance
Experience
Edward Jones February 2015 - Present
Gallagher Bassett August 2013 - February 2015
Hometown Equity Mortgage April 2013 - August 2013
Vitamin World 2007 - 2012
Publix Super Markets March 2003 - December 2006
Skills
Leadership, Sales, Manageability, Management, Quick & Eager Learner, Adaptable & a quick..., Positivity, Merchandising, Human Resources
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Philosophy
Santa Fe Community College 2005 — 2008
Associate of Arts (A.A.), History
Edward Jones February 2015 - Present
Gallagher Bassett August 2013 - February 2015
Hometown Equity Mortgage April 2013 - August 2013
Vitamin World 2007 - 2012
Publix Super Markets March 2003 - December 2006
Skills
Leadership, Sales, Manageability, Management, Quick & Eager Learner, Adaptable & a quick..., Positivity, Merchandising, Human Resources
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Philosophy
Santa Fe Community College 2005 — 2008
Associate of Arts (A.A.), History
Jennifer Horn Jennifer Horn's Edward Jones Experience July 2014 - Present
Job Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
IDS Technology Marketing January 2014 - June 2014
Knoll September 2012 - January 2014
KI May 2011 - September 2012
Herman Miller March 2005 - June 2010
The HON Company 2002 - 2005
Skills
Furniture Specification, Consultative Selling, Furniture, Major Accounts, Space Planning, Furnishings, Account Management, Cold Calling, New Business Development, Sales Presentations, Space-planning, Salesforce.com, Market Planning, Purchasing, Move Management, Key Account Management, Negotiation, Sales Operations, Selling, Sales Management, Sales, Space planning, B2B, Interior Design, Direct Sales, Custom Furniture, Retail, Business Development, FF&E, Sales Process, Contract Negotiation, Pricing, Trade Shows, Interior Architecture, Finish, Marketing Strategy
Education
University of Phoenix 2004 — 2006
BS in Management
Seattle Pacific University 1994 — 1996
Edward Jones July 2014 - Present
IDS Technology Marketing January 2014 - June 2014
Knoll September 2012 - January 2014
KI May 2011 - September 2012
Herman Miller March 2005 - June 2010
The HON Company 2002 - 2005
Skills
Furniture Specification, Consultative Selling, Furniture, Major Accounts, Space Planning, Furnishings, Account Management, Cold Calling, New Business Development, Sales Presentations, Space-planning, Salesforce.com, Market Planning, Purchasing, Move Management, Key Account Management, Negotiation, Sales Operations, Selling, Sales Management, Sales, Space planning, B2B, Interior Design, Direct Sales, Custom Furniture, Retail, Business Development, FF&E, Sales Process, Contract Negotiation, Pricing, Trade Shows, Interior Architecture, Finish, Marketing Strategy
Education
University of Phoenix 2004 — 2006
BS in Management
Seattle Pacific University 1994 — 1996
Francis Blaboe's Edward Jones Experience July 2012 - February 2015
Job Financial Advisor/Insurance Consultant
Industry Financial Services
Experience
Independent Broker February 2015 - Present
Edward Jones July 2012 - February 2015
3i Financial Group Inc. October 2008 - July 2012
RBC Wealth Management August 2010 - December 2011
RBC Wealth Management 2008 - August 2010
Combined Insurance United States 2007 - 2008
Primerica Financial Services 2007 - 2007
Skills
Wealth Management, Investments, Financial Planning, Retirement, Insurance, Retirement Planning, Risk Management, Estate Planning, Alternative Investments, Relationship Management, Mutual Funds, Financial Advisory, Portfolio Management, Sales Management, Product Development, Segregated Funds, Critical Illness, Program Management, Fund Analysis, Sales and Marketing, Disability Insurance, Life Insurance
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Certificate, Financial Services Practitioner
University of Science &Technology 1993 — 1997
B.Sc, Physics
Independent Broker February 2015 - Present
Edward Jones July 2012 - February 2015
3i Financial Group Inc. October 2008 - July 2012
RBC Wealth Management August 2010 - December 2011
RBC Wealth Management 2008 - August 2010
Combined Insurance United States 2007 - 2008
Primerica Financial Services 2007 - 2007
Skills
Wealth Management, Investments, Financial Planning, Retirement, Insurance, Retirement Planning, Risk Management, Estate Planning, Alternative Investments, Relationship Management, Mutual Funds, Financial Advisory, Portfolio Management, Sales Management, Product Development, Segregated Funds, Critical Illness, Program Management, Fund Analysis, Sales and Marketing, Disability Insurance, Life Insurance
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Certificate, Financial Services Practitioner
University of Science &Technology 1993 — 1997
B.Sc, Physics
Tony Bright Tony Bright's Edward Jones Experience October 2009 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
Greater Seattle Area December 2013 - Present
Edward Jones October 2009 - December 2013
Sallie Mae December 2004 - December 2008
Northwest Education Loan Association August 1997 - December 2004
NELA August 1997 - December 2004
Student Loan Finance Association August 1997 - January 1999
Skills
Student Financial Aid, Financial Services, Strategic Planning, Budgets, Strategic Financial..., Financial Analysis, Team Building, Portfolio Management, Business Development, Risk Management, Sales, Executive Management, Sales Management, Training, Accounting, Financial Reporting, Process Improvement, Loans, Forecasting, Finance, Financial Modeling, Marketing, Coaching, Banking, Leadership, Business Analysis, Mergers & Acquisitions, Management, Insurance, Analysis, Credit
Education
Seattle University 1992 — 1994
MBA, Accounting
Greater Seattle Area December 2013 - Present
Edward Jones October 2009 - December 2013
Sallie Mae December 2004 - December 2008
Northwest Education Loan Association August 1997 - December 2004
NELA August 1997 - December 2004
Student Loan Finance Association August 1997 - January 1999
Skills
Student Financial Aid, Financial Services, Strategic Planning, Budgets, Strategic Financial..., Financial Analysis, Team Building, Portfolio Management, Business Development, Risk Management, Sales, Executive Management, Sales Management, Training, Accounting, Financial Reporting, Process Improvement, Loans, Forecasting, Finance, Financial Modeling, Marketing, Coaching, Banking, Leadership, Business Analysis, Mergers & Acquisitions, Management, Insurance, Analysis, Credit
Education
Seattle University 1992 — 1994
MBA, Accounting
Erin Perry Willis's Edward Jones Experience October 2005 - July 2013
Job Freelance Concept Artist
Industry Entertainment
Experience
Self Employed January 2010 - Present
Brissonte October 2007 - Present
Edward Jones October 2005 - July 2013
Konami July 2011 - October 2011
M2 November 2010 - March 2011
Jirbo, Inc. June 2010 - June 2010
Brissonte December 2007 - January 2010
Skills
Graphic Design, Concept Design, Character Animation, Storyboarding, Advertising, Creative Direction, Marketing, Facebook, Illustrator, Fine Art, Art, Photoshop, Illustration, Adobe Creative Suite, Logo Design, Flash, Video Games
Education
Savannah College of Art and Design 2001 — 2005
Fine Art, Painting
Andover High School
Self Employed January 2010 - Present
Brissonte October 2007 - Present
Edward Jones October 2005 - July 2013
Konami July 2011 - October 2011
M2 November 2010 - March 2011
Jirbo, Inc. June 2010 - June 2010
Brissonte December 2007 - January 2010
Skills
Graphic Design, Concept Design, Character Animation, Storyboarding, Advertising, Creative Direction, Marketing, Facebook, Illustrator, Fine Art, Art, Photoshop, Illustration, Adobe Creative Suite, Logo Design, Flash, Video Games
Education
Savannah College of Art and Design 2001 — 2005
Fine Art, Painting
Andover High School
Matt Werthe's Edward Jones Experience April 2009 - December 2012
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Edward Jones April 2009 - December 2012
Fairfield Residential March 2007 - January 2009
Skills
Microsoft Excel, Marketing Strategy, Customer Service, Business Development, Marketing, Account Management, Wealth Management, Market Research, Series 7, Sales, New Business Development, Strategic Planning, Investments, Financial Analysis, Real Estate, Sales Management, Leadership, Microsoft Office, Management, Finance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts, Marketing
Dana Hills 1997 — 2000
Raymond James Financial Inc. January 2013 - Present
Edward Jones April 2009 - December 2012
Fairfield Residential March 2007 - January 2009
Skills
Microsoft Excel, Marketing Strategy, Customer Service, Business Development, Marketing, Account Management, Wealth Management, Market Research, Series 7, Sales, New Business Development, Strategic Planning, Investments, Financial Analysis, Real Estate, Sales Management, Leadership, Microsoft Office, Management, Finance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts, Marketing
Dana Hills 1997 — 2000
JESUS ALBERTO SANCHEZ JESUS ALBERTO SANCHEZ's Edward Jones Experience August 2007 - April 2009
Job Small Business Banker at Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
JPMorgan Chase November 2009 - June 2015
Edward Jones August 2007 - April 2009
Skills
Banking, Credit, Loans, Relationship Management, Portfolio Management, Credit Analysis, Commercial Banking, Retail Banking
Education
Texas A&M International University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
San Jacinto College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Mathematics
Bank of America June 2015 - Present
JPMorgan Chase November 2009 - June 2015
Edward Jones August 2007 - April 2009
Skills
Banking, Credit, Loans, Relationship Management, Portfolio Management, Credit Analysis, Commercial Banking, Retail Banking
Education
Texas A&M International University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
San Jacinto College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Mathematics
Andrew Doran's Edward Jones Experience July 2012 - October 2013
Job Architectural Designer, Student at UNLV
Industry Architecture & Planning
Experience
AssemblageStudio June 2015 - Present
University of Nevada Las Vegas April 2014 - Present
UNLV Education Outreach, Client & Division Services February 2013 - August 2015
Edward Jones July 2012 - October 2013
Skills
CAD, Revit, Mac OS X, Windows, Communication, Client Service Oriented, High level of initiative, Critical Thinking, OS X, PowerPoint, Office Administration, Microsoft Excel, AutoCAD, Modeling, 3D Modeling, Graphic Design, Adobe Creative Suite, Rhino 3D
Education
UNLV 2012 — 2016
Bachelor of Science (B.S. Architecture), Architecture
Santa Barbara City College 2011 — 2012
Architecture
UCSB 2008 — 2010
Granite Hills High School 2004 — 2008
High School Diploma
AssemblageStudio June 2015 - Present
University of Nevada Las Vegas April 2014 - Present
UNLV Education Outreach, Client & Division Services February 2013 - August 2015
Edward Jones July 2012 - October 2013
Skills
CAD, Revit, Mac OS X, Windows, Communication, Client Service Oriented, High level of initiative, Critical Thinking, OS X, PowerPoint, Office Administration, Microsoft Excel, AutoCAD, Modeling, 3D Modeling, Graphic Design, Adobe Creative Suite, Rhino 3D
Education
UNLV 2012 — 2016
Bachelor of Science (B.S. Architecture), Architecture
Santa Barbara City College 2011 — 2012
Architecture
UCSB 2008 — 2010
Granite Hills High School 2004 — 2008
High School Diploma
Kari Rodgers Kari Rodgers's Edward Jones Experience January 2014 - July 2014
Job Menu Specialist at ChowNow
Industry Facilities Services
Experience
ChowNow May 2015 - Present
Edward Jones January 2014 - July 2014
Ricoh USA April 2009 - June 2013
Starbucks December 2007 - April 2009
Joe's Sports and Outdoors 2005 - 2007
Eddie Bauer 2000 - 2005
Skills
Account Management, Facilities Management, Managed Services, Customer Satisfaction, Customer Service, Team Building, Direct Sales, Vendor Management, Sales, CRM, Managed Print Services, Sales Management, Sales Process, Team Leadership, Salesforce.com, Sales Presentations, Invoicing
Education
Salt Lake Community College 1996 — 1998
Associates Degree, General
ChowNow May 2015 - Present
Edward Jones January 2014 - July 2014
Ricoh USA April 2009 - June 2013
Starbucks December 2007 - April 2009
Joe's Sports and Outdoors 2005 - 2007
Eddie Bauer 2000 - 2005
Skills
Account Management, Facilities Management, Managed Services, Customer Satisfaction, Customer Service, Team Building, Direct Sales, Vendor Management, Sales, CRM, Managed Print Services, Sales Management, Sales Process, Team Leadership, Salesforce.com, Sales Presentations, Invoicing
Education
Salt Lake Community College 1996 — 1998
Associates Degree, General
Sebastian Hochule's Edward Jones Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Hard Rock Hotel & Casino Biloxi October 2013 - March 2015
Michael Kors July 2014 - October 2014
Nautica October 2013 - March 2014
ADTELLIGENCE July 2013 - October 2013
Schiller International University June 2010 - July 2011
Skills
Executive Search, International Business, Marketing, Recruiting, Management, Strategic Planning, Entrepreneurship, Social Networking, Sales, Leadership, Team Leadership, E-commerce, Market Research, Business Strategy, Business Development, Customer Service, New Business Development
Education
Schiller International University 2009 — 2013
BA, International Business
Edward Jones April 2015 - Present
Hard Rock Hotel & Casino Biloxi October 2013 - March 2015
Michael Kors July 2014 - October 2014
Nautica October 2013 - March 2014
ADTELLIGENCE July 2013 - October 2013
Schiller International University June 2010 - July 2011
Skills
Executive Search, International Business, Marketing, Recruiting, Management, Strategic Planning, Entrepreneurship, Social Networking, Sales, Leadership, Team Leadership, E-commerce, Market Research, Business Strategy, Business Development, Customer Service, New Business Development
Education
Schiller International University 2009 — 2013
BA, International Business
Suzanne Howe Suzanne Howe's Edward Jones Experience July 2015 - Present
Job Office Administrator
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Questcor Pharmaceuticals October 2010 - January 2011
Edward Jones July 2008 - August 2010
TAIR (The Arabidopsis Information Resource) Carnegie Institute November 2007 - February 2008
Genentech August 2007 - November 2007
Nektar Therapeutics June 2005 - June 2007
Skills
Administration, Customer Service, Spreadsheets, Administrative..., Documentation
Education
San Francisco State University 2002 — 2004
Bachelor of the Arts, Biology
Edward Jones July 2015 - Present
Questcor Pharmaceuticals October 2010 - January 2011
Edward Jones July 2008 - August 2010
TAIR (The Arabidopsis Information Resource) Carnegie Institute November 2007 - February 2008
Genentech August 2007 - November 2007
Nektar Therapeutics June 2005 - June 2007
Skills
Administration, Customer Service, Spreadsheets, Administrative..., Documentation
Education
San Francisco State University 2002 — 2004
Bachelor of the Arts, Biology
Brian H Mendenhall's Edward Jones Experience 2008 - 2009
Job Assistant Director, Personal and Career Development Science | Technology | Engineering | Math | Healthcare Wake Forest
Industry Higher Education
Experience
Wake Forest University August 2014 - Present
Mendenhall Assessment Inc. July 2011 - Present
Winston Salem Forsyth County Schools November 2011 - August 2014
Digital Development & Production July 2011 - December 2013
Animal Control of The Carolinas July 2011 - December 2013
Winston Salem Forsyth County Schools April 2009 - November 2011
Edward Jones 2008 - 2009
North Carolina Administrative Office of the Courts June 2007 - June 2008
Venture Properties 2006 - 2007
The McElwee Firm May 2004 - June 2006
Skills
Leadership, Management, Project Management, Strategy, Program Management, Training, Marketing, Nonprofits, Team Building, Budgets, Public Speaking, Teaching, Editing, Sales, Social Networking, Executive Coaching, Job Coaching, Financial Planning, Financial Services, Resume Writing, Cover Letters, LinkedIn Training
Education
Duke University, Pratt School of Engineering, PLTW 2012 — 2012
Certificate, Automation & Robotics, Computer Aided Design & Modeling, Energy & The Environment
Samford University, Cumberland School of Law 2001 — 2004
Juris Doctorate, Litigation, Scientific Evidence, Tax
University of North Carolina at Greensboro 1992 — 1995
Bachelor of Arts, Psychology
Wake Forest University August 2014 - Present
Mendenhall Assessment Inc. July 2011 - Present
Winston Salem Forsyth County Schools November 2011 - August 2014
Digital Development & Production July 2011 - December 2013
Animal Control of The Carolinas July 2011 - December 2013
Winston Salem Forsyth County Schools April 2009 - November 2011
Edward Jones 2008 - 2009
North Carolina Administrative Office of the Courts June 2007 - June 2008
Venture Properties 2006 - 2007
The McElwee Firm May 2004 - June 2006
Skills
Leadership, Management, Project Management, Strategy, Program Management, Training, Marketing, Nonprofits, Team Building, Budgets, Public Speaking, Teaching, Editing, Sales, Social Networking, Executive Coaching, Job Coaching, Financial Planning, Financial Services, Resume Writing, Cover Letters, LinkedIn Training
Education
Duke University, Pratt School of Engineering, PLTW 2012 — 2012
Certificate, Automation & Robotics, Computer Aided Design & Modeling, Energy & The Environment
Samford University, Cumberland School of Law 2001 — 2004
Juris Doctorate, Litigation, Scientific Evidence, Tax
University of North Carolina at Greensboro 1992 — 1995
Bachelor of Arts, Psychology
Alice Lemmer Alice Lemmer's Edward Jones Experience September 2012 - Present
Job Owner at Iorio's
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Iorio's 2004 - Present
Skills
Database Administration, Computer Application..., Horses, Parenting, Successful Business..., Microsoft Excel, Access Database, Small Business, Marketing, Sales, Microsoft Office, Strategic Planning, Event Management, Marketing Strategy
Education
San Diego State University-California State University 1978 — 1981
Bachelor of Science, Child Development and Child Psychology
Weber State University 1975 — 1978
None, Child Development
Edward Jones September 2012 - Present
Iorio's 2004 - Present
Skills
Database Administration, Computer Application..., Horses, Parenting, Successful Business..., Microsoft Excel, Access Database, Small Business, Marketing, Sales, Microsoft Office, Strategic Planning, Event Management, Marketing Strategy
Education
San Diego State University-California State University 1978 — 1981
Bachelor of Science, Child Development and Child Psychology
Weber State University 1975 — 1978
None, Child Development
Alison Tingle Alison Tingle's Edward Jones Experience August 2015 - Present
Job Client Relations HBA at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones January 2015 - July 2015
Edward Jones September 2014 - January 2015
Edward Jones March 2011 - September 2014
Business Economic and Community Outreach Network (BEACON) at Salisbury University August 2013 - August 2014
Harrington Raceway & Casino May 2010 - March 2014
Merrill Lynch June 2012 - August 2012
Skills
Team Leadership, Writing Skills, Microsoft Office, Social Media, Organization, Multi-tasked, Clerical Work, Analysis, Finance, Access, PowerPoint, Teamwork, Financial Analysis, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Customer Service, Time Management
Education
Salisbury University - Perdue School of Business 2013 — 2014
Master of Business Administration (MBA), 3.95
Salisbury University - Perdue School of Business 2010 — 2013
BS, Finance- Financial Planning, 3.903
Edward Jones August 2015 - Present
Edward Jones January 2015 - July 2015
Edward Jones September 2014 - January 2015
Edward Jones March 2011 - September 2014
Business Economic and Community Outreach Network (BEACON) at Salisbury University August 2013 - August 2014
Harrington Raceway & Casino May 2010 - March 2014
Merrill Lynch June 2012 - August 2012
Skills
Team Leadership, Writing Skills, Microsoft Office, Social Media, Organization, Multi-tasked, Clerical Work, Analysis, Finance, Access, PowerPoint, Teamwork, Financial Analysis, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Customer Service, Time Management
Education
Salisbury University - Perdue School of Business 2013 — 2014
Master of Business Administration (MBA), 3.95
Salisbury University - Perdue School of Business 2010 — 2013
BS, Finance- Financial Planning, 3.903
Esha Greer Esha Greer's Edward Jones Experience January 2009 - May 2009
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2011 - Present
Salisbury University January 2011 - June 2011
Salisbury University June 2009 - June 2011
Salisbury University August 2009 - December 2009
Edward Jones January 2009 - May 2009
Salisbury University August 2008 - May 2009
Honeywell Technology Solutions, Inc. May 2006 - August 2008
Salisbury University August 2007 - May 2008
Skills
Access, Leadership, Public Speaking, Management, Program Management, Analysis, Budgets, Customer Service, Data Analysis, Data Entry, Financial Analysis, Microsoft Excel, Microsoft Office, Outlook, Process Scheduler, Research, Risk Management, Training
Education
Salisbury University - Perdue School of Business 2009 — 2011
MBA, Finance, General
Salisbury University - Perdue School of Business 2005 — 2009
Finance, Financial Planning
Booz Allen Hamilton July 2011 - Present
Salisbury University January 2011 - June 2011
Salisbury University June 2009 - June 2011
Salisbury University August 2009 - December 2009
Edward Jones January 2009 - May 2009
Salisbury University August 2008 - May 2009
Honeywell Technology Solutions, Inc. May 2006 - August 2008
Salisbury University August 2007 - May 2008
Skills
Access, Leadership, Public Speaking, Management, Program Management, Analysis, Budgets, Customer Service, Data Analysis, Data Entry, Financial Analysis, Microsoft Excel, Microsoft Office, Outlook, Process Scheduler, Research, Risk Management, Training
Education
Salisbury University - Perdue School of Business 2009 — 2011
MBA, Finance, General
Salisbury University - Perdue School of Business 2005 — 2009
Finance, Financial Planning
Arthur Jun's Edward Jones Experience May 2007 - January 2008
Job Senior Mobile Account Manager at Fetch
Industry Marketing and Advertising
Experience
Fetch March 2015 - Present
Fetch November 2013 - March 2015
Electronic Arts (EA) July 2012 - May 2013
Electronic Arts July 2011 - July 2012
CKR Interactive September 2010 - July 2011
Seidel Advertising & Marketing May 2010 - August 2010
CKR Interactive February 2009 - August 2009
Edward Jones May 2007 - January 2008
Skills
Microsoft Office, Web Analytics, Integrated Marketing, Nielsen, Google Analytics, Adobe Creative Suite, Product Marketing, Social Media, Marketing Communications, Photoshop, Excel, InDesign, Illustrator, Dreamweaver, Omniture, Graphic Design, Word, SketchUp, Writing, Facebook, Online Marketing, Blogging, Mac, SEO, Social Media Marketing, Event Planning, Public Relations, PowerPoint, Outlook, Digital Marketing, Email Marketing, Copywriting, Advertising, Logo Design, Photography, Microsoft Word, Microsoft Excel, Online Advertising, Analytics, E-commerce, Marketing Strategy, Press Releases, Brand Management, Marketing Research, Media Planning, Product Management, CRM, Mobile Devices, Strategy, Brand Development
Education
San Jose State University
BS, Advertising
Mills High School 2001 — 2005
Diploma
Fetch March 2015 - Present
Fetch November 2013 - March 2015
Electronic Arts (EA) July 2012 - May 2013
Electronic Arts July 2011 - July 2012
CKR Interactive September 2010 - July 2011
Seidel Advertising & Marketing May 2010 - August 2010
CKR Interactive February 2009 - August 2009
Edward Jones May 2007 - January 2008
Skills
Microsoft Office, Web Analytics, Integrated Marketing, Nielsen, Google Analytics, Adobe Creative Suite, Product Marketing, Social Media, Marketing Communications, Photoshop, Excel, InDesign, Illustrator, Dreamweaver, Omniture, Graphic Design, Word, SketchUp, Writing, Facebook, Online Marketing, Blogging, Mac, SEO, Social Media Marketing, Event Planning, Public Relations, PowerPoint, Outlook, Digital Marketing, Email Marketing, Copywriting, Advertising, Logo Design, Photography, Microsoft Word, Microsoft Excel, Online Advertising, Analytics, E-commerce, Marketing Strategy, Press Releases, Brand Management, Marketing Research, Media Planning, Product Management, CRM, Mobile Devices, Strategy, Brand Development
Education
San Jose State University
BS, Advertising
Mills High School 2001 — 2005
Diploma
Kim Dewar BBA, MBA, CFA, CFP, FMA, CIM, FCSI Kim Dewar BBA, MBA, CFA, CFP, FMA, CIM, FCSI's Edward Jones Experience August 2002 - August 2006
Job Portfolio Manager at Odlum Brown Limited
Industry Financial Services
Experience
Odlum Brown Limited December 2009 - Present
Odlum Brown Limited August 2006 - Present
Odlum Brown Limited August 2006 - December 2009
Edward Jones August 2002 - August 2006
Dylex Limited January 1980 - August 1990
Skills
Investment Advisory, Portfolio Management
Education
CFA Institute
CFA Charter
Simon Fraser University 1994 — 1996
MBA, International Business
Simon Fraser University 1992 — 1994
BBA, Marketing & Economics
Sauder School of Business
Odlum Brown Limited December 2009 - Present
Odlum Brown Limited August 2006 - Present
Odlum Brown Limited August 2006 - December 2009
Edward Jones August 2002 - August 2006
Dylex Limited January 1980 - August 1990
Skills
Investment Advisory, Portfolio Management
Education
CFA Institute
CFA Charter
Simon Fraser University 1994 — 1996
MBA, International Business
Simon Fraser University 1992 — 1994
BBA, Marketing & Economics
Sauder School of Business
Cliff Barrett, CFP Cliff Barrett, CFP's Edward Jones Experience 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 1997 - Present
Education
Sam Houston State University 1970 — 1973
Bachelor of Business Administration (B.B.A.), Finance and Economics
Edward Jones 1997 - Present
Education
Sam Houston State University 1970 — 1973
Bachelor of Business Administration (B.B.A.), Finance and Economics
Alan Duong's Edward Jones Experience April 2013 - September 2013
Job Finance Leader Development Program (FLDP) at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin January 2015 - Present
Geeki Studios August 2012 - Present
Lockheed Martin January 2014 - February 2015
US Army February 2007 - February 2015
Edward Jones April 2013 - September 2013
Sanmina-SCI June 2011 - September 2012
Target June 2010 - August 2010
Skills
Leadership, Financial Analysis, Budgets, Finance, PowerPoint, Auditing, Earned Value Management, Financial Forecasting, Microsoft Excel, Management, Outlook, Portfolio Management, Time Management, Financial Markets, Team Leadership, Microsoft Word, Investments, Access, Microsoft Office, Data Analysis, Portfolio Optimization, Teamwork, Project Planning, Risk Management, Budgeting, Project Portfolio..., Sales, Accounting, Account Reconciliation, Portfolios, Series 7, Series 66, Essbase, Uniform Combined State..., Life & Health Insurance...
Education
San Jose State University 2008 — 2012
Bachelor of Science, Business Administration, Finance
FINRA
Series 7, Series 66
Lockheed Martin January 2015 - Present
Geeki Studios August 2012 - Present
Lockheed Martin January 2014 - February 2015
US Army February 2007 - February 2015
Edward Jones April 2013 - September 2013
Sanmina-SCI June 2011 - September 2012
Target June 2010 - August 2010
Skills
Leadership, Financial Analysis, Budgets, Finance, PowerPoint, Auditing, Earned Value Management, Financial Forecasting, Microsoft Excel, Management, Outlook, Portfolio Management, Time Management, Financial Markets, Team Leadership, Microsoft Word, Investments, Access, Microsoft Office, Data Analysis, Portfolio Optimization, Teamwork, Project Planning, Risk Management, Budgeting, Project Portfolio..., Sales, Accounting, Account Reconciliation, Portfolios, Series 7, Series 66, Essbase, Uniform Combined State..., Life & Health Insurance...
Education
San Jose State University 2008 — 2012
Bachelor of Science, Business Administration, Finance
FINRA
Series 7, Series 66
Nir Wolfovich Nir Wolfovich's Edward Jones Experience October 2013 - September 2014
Job Financial Advisor / Sales Representative
Industry Financial Services
Experience
Bank of America 2015 - Present
Edward Jones October 2013 - September 2014
Skills
Customer Service, Management, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Sales Management, Direct Sales, Retirement Planning, Investment Strategies, Portfolio Performance..., Relationship Management, Client Education, Client Counseling, Client Services, Consultative Sales..., Foreign Currency, Fixed Annuities, Personal Development
Education
San Francisco State University 2008 — 2012
Bachelor’s Degree, Business/ Finance
Bank of America 2015 - Present
Edward Jones October 2013 - September 2014
Skills
Customer Service, Management, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Sales Management, Direct Sales, Retirement Planning, Investment Strategies, Portfolio Performance..., Relationship Management, Client Education, Client Counseling, Client Services, Consultative Sales..., Foreign Currency, Fixed Annuities, Personal Development
Education
San Francisco State University 2008 — 2012
Bachelor’s Degree, Business/ Finance
Elizabeth Paquin Elizabeth Paquin's Edward Jones Experience May 2010 - January 2013
Job Elizabeth Paquin Designs, LLC
Industry Design
Experience
Elizabeth Paquin Designs, LLC 2000 - Present
Edward Jones May 2010 - January 2013
Tiverton School Dept January 1996 - August 2008
Skills
Home Staging, Interior Design, Color Schemes, Organization, Decoration
Education
Salve Regina University
Journalism/Nursing
Rogers High School
Elizabeth Paquin Designs, LLC 2000 - Present
Edward Jones May 2010 - January 2013
Tiverton School Dept January 1996 - August 2008
Skills
Home Staging, Interior Design, Color Schemes, Organization, Decoration
Education
Salve Regina University
Journalism/Nursing
Rogers High School
Tyler Pace's Edward Jones Experience September 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Edward Jones June 2015 - August 2015
Scottrade October 2014 - May 2015
Stratus Dental Group June 2014 - September 2014
Seattle Pacific University March 2014 - June 2014
Seattle Pacific University February 2014 - June 2014
FedEx July 2012 - September 2013
Skills
Financial Planning, Client Development, Client Relations, Microsoft Excel, Microsoft Visio, Operations Management, Operational Strategy, Microsoft Project, Microsoft Word, Microsoft Access, Microsoft Expression, Portfolio Management, Workflow Management, Microsoft Office, Research, Highly motivated..., Critical Thinking, Teaching, Business Development, Leadership, Data Analysis, Social Media, Microsoft, Microsoft Outlook, Standard Operating..., Analysis, Budgets
Education
Seattle Pacific University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Edward Jones September 2015 - Present
Edward Jones June 2015 - August 2015
Scottrade October 2014 - May 2015
Stratus Dental Group June 2014 - September 2014
Seattle Pacific University March 2014 - June 2014
Seattle Pacific University February 2014 - June 2014
FedEx July 2012 - September 2013
Skills
Financial Planning, Client Development, Client Relations, Microsoft Excel, Microsoft Visio, Operations Management, Operational Strategy, Microsoft Project, Microsoft Word, Microsoft Access, Microsoft Expression, Portfolio Management, Workflow Management, Microsoft Office, Research, Highly motivated..., Critical Thinking, Teaching, Business Development, Leadership, Data Analysis, Social Media, Microsoft, Microsoft Outlook, Standard Operating..., Analysis, Budgets
Education
Seattle Pacific University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
David Chiokadze David Chiokadze's Edward Jones Experience February 2015 - May 2015
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Edward Jones February 2015 - May 2015
Bellevue Financial September 2014 - February 2015
Money Management Advisory 2012 - August 2014
Tornado Inc. LLC 2011 - 2013
Levi Strauss & Co. 2010 - 2012
Skills
Strategy, Finance, Analysis, Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Forecasting, Business Process..., Time Management
Education
Salve Regina University 2012 — 2016
Financial Management and Economics
Council Rock High School South 2008 — 2012
Merrill Lynch May 2015 - August 2015
Edward Jones February 2015 - May 2015
Bellevue Financial September 2014 - February 2015
Money Management Advisory 2012 - August 2014
Tornado Inc. LLC 2011 - 2013
Levi Strauss & Co. 2010 - 2012
Skills
Strategy, Finance, Analysis, Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Forecasting, Business Process..., Time Management
Education
Salve Regina University 2012 — 2016
Financial Management and Economics
Council Rock High School South 2008 — 2012
Loretta Strong Loretta Strong's Edward Jones Experience January 2003 - November 2010
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services January 2011 - Present
Edward Jones January 2003 - November 2010
Independent Financial Management Group July 1977 - January 2003
Skills
Accredited Asset..., Retirement Planning, Wealth Management, Investments, Finance, Financial Services, Insurance, Risk Management, Long-term Care, Retirement, Financial Planning
Education
Santa Clara University 1978 — 1980
Master’s Degree, Bilingual/Crosscultural Elementary Education, 4.0 GPA
San Jose State University 1970 — 1974
Bachelor’s Degree, Humanities Honors Seminar; Spanish Language and Literature; French, 3.85 GPA
Healdsburg High School 1966 — 1970
High School, Liberal Arts and Foreign Language, 3.8 GPA
Raymond James Financial Services January 2011 - Present
Edward Jones January 2003 - November 2010
Independent Financial Management Group July 1977 - January 2003
Skills
Accredited Asset..., Retirement Planning, Wealth Management, Investments, Finance, Financial Services, Insurance, Risk Management, Long-term Care, Retirement, Financial Planning
Education
Santa Clara University 1978 — 1980
Master’s Degree, Bilingual/Crosscultural Elementary Education, 4.0 GPA
San Jose State University 1970 — 1974
Bachelor’s Degree, Humanities Honors Seminar; Spanish Language and Literature; French, 3.85 GPA
Healdsburg High School 1966 — 1970
High School, Liberal Arts and Foreign Language, 3.8 GPA
Katie Dorricott Katie Dorricott's Edward Jones Experience October 2008 - January 2011
Job J.D. Candidate at Texas A&M University School of Law
Industry Law Practice
Experience
Brown Pruitt Wambsganss Ferrill & Dean, P.C. July 2014 - November 2014
Walker County Office of the District Attorney January 2011 - May 2011
Edward Jones October 2008 - January 2011
Skills
Research, Microsoft Word, Legal Research, Legal Writing, Administrative..., Microsoft Office, Office Administration, Social Media
Education
Texas A&M University School of Law 2013 — 2016
Doctor of Jurisprudence
Sam Houston State University 2005 — 2012
Bachelor of Arts (B.A.), Political Science
Brown Pruitt Wambsganss Ferrill & Dean, P.C. July 2014 - November 2014
Walker County Office of the District Attorney January 2011 - May 2011
Edward Jones October 2008 - January 2011
Skills
Research, Microsoft Word, Legal Research, Legal Writing, Administrative..., Microsoft Office, Office Administration, Social Media
Education
Texas A&M University School of Law 2013 — 2016
Doctor of Jurisprudence
Sam Houston State University 2005 — 2012
Bachelor of Arts (B.A.), Political Science
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
Chloe DuBois Chloe DuBois's Edward Jones Experience June 2011 - December 2012
Job Donor Services Associate at KBTC Public Television
Industry Fund-Raising
Experience
KBTC Public Television September 2014 - Present
Woodland Park Zoo April 2014 - August 2014
Seattle University Housing & Residence Life September 2012 - August 2014
Edward Jones June 2011 - December 2012
Seattle University Housing & Residence Life September 2010 - June 2012
Skills
Customer Service, Leadership, Volunteer Management, Oral & Written..., Microsoft Word, Microsoft Excel, PowerPoint, Multi Tasking, Teamwork, Interpersonal...
Education
Seattle University 2010 — 2014
Bachelor of Arts (B.A.), Public Affairs
KBTC Public Television September 2014 - Present
Woodland Park Zoo April 2014 - August 2014
Seattle University Housing & Residence Life September 2012 - August 2014
Edward Jones June 2011 - December 2012
Seattle University Housing & Residence Life September 2010 - June 2012
Skills
Customer Service, Leadership, Volunteer Management, Oral & Written..., Microsoft Word, Microsoft Excel, PowerPoint, Multi Tasking, Teamwork, Interpersonal...
Education
Seattle University 2010 — 2014
Bachelor of Arts (B.A.), Public Affairs
Daniel Bisese Daniel Bisese's Edward Jones Experience October 2009 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Wachovia August 2005 - October 2009
United Way of Central Alabama August 2005 - November 2005
Skills
Retirement, Commercial Lending, Loans, Investments, Strategic Financial..., Portfolio Management, Credit Analysis, Credit, Commercial Banking, Banking, Financial Analysis, Series 7, Financial Services, Financial Planners, Insurance, Retirement Planning, Disability Insurance, Series 63, Relationship Management, Risk Management, Asset Allocation, IRAs, Alternative Investments, Estate Planning, 401k, Wealth Management..., Hedge Funds, Capital Markets, Investment Management, Series 65, Fixed Income, Life Insurance, Equities, Bonds, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Financial Planning, Financial Advisory, Strategic Planning
Education
Samford University 2001 — 2005
BS:BA, Finance/ Management
Avon Old Farms 1995 — 2001
Edward Jones October 2009 - Present
Wachovia August 2005 - October 2009
United Way of Central Alabama August 2005 - November 2005
Skills
Retirement, Commercial Lending, Loans, Investments, Strategic Financial..., Portfolio Management, Credit Analysis, Credit, Commercial Banking, Banking, Financial Analysis, Series 7, Financial Services, Financial Planners, Insurance, Retirement Planning, Disability Insurance, Series 63, Relationship Management, Risk Management, Asset Allocation, IRAs, Alternative Investments, Estate Planning, 401k, Wealth Management..., Hedge Funds, Capital Markets, Investment Management, Series 65, Fixed Income, Life Insurance, Equities, Bonds, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Financial Planning, Financial Advisory, Strategic Planning
Education
Samford University 2001 — 2005
BS:BA, Finance/ Management
Avon Old Farms 1995 — 2001
Clint Anderson Clint Anderson's Edward Jones Experience July 2006 - Present
Job Sr Systems Administrator at Edward Jones
Industry Information Services
Experience
Edward Jones July 2006 - Present
Verizon Business June 2004 - June 2006
MCI July 1999 - June 2004
Skills
Windows Server 2008..., Windows Server 2003..., Powershell, HP Systems Insight..., VMware Infrastructure, VMware ESX, VMware Server, VBScript, IIS, Windows Scripting, Windows Server, Radia, HP, HPSM, Performance Management, Servers, Virtualization, Technical Support, Hardware, Windows, VMware, Data Center, Active Directory, System Administration, Visio, Integration, Storage Area Networks, High Availability, Microsoft Technologies, Laptops, Disaster Recovery, HP Insight Manager, Help Desk Support, Operating Systems, Windows XP, Shell Scripting, Troubleshooting, SCCM, Software Documentation
Education
University of Arizona 1997 — 1999
Computer Engineering
Scottsdale Community College 1995 — 1996
General education
Edward Jones July 2006 - Present
Verizon Business June 2004 - June 2006
MCI July 1999 - June 2004
Skills
Windows Server 2008..., Windows Server 2003..., Powershell, HP Systems Insight..., VMware Infrastructure, VMware ESX, VMware Server, VBScript, IIS, Windows Scripting, Windows Server, Radia, HP, HPSM, Performance Management, Servers, Virtualization, Technical Support, Hardware, Windows, VMware, Data Center, Active Directory, System Administration, Visio, Integration, Storage Area Networks, High Availability, Microsoft Technologies, Laptops, Disaster Recovery, HP Insight Manager, Help Desk Support, Operating Systems, Windows XP, Shell Scripting, Troubleshooting, SCCM, Software Documentation
Education
University of Arizona 1997 — 1999
Computer Engineering
Scottsdale Community College 1995 — 1996
General education
James Heilgeist James Heilgeist's Edward Jones Experience 1998 - 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
J.P. Morgan Chase Private Client March 2009 - October 2011
CITIBANK November 2000 - March 2007
Edward Jones 1998 - 2000
Edward Jones 1998 - 2000
Education
Seattle Pacific University 1992 — 1996
Bachelor of Business Administration (BBA), Finance & Business Management
Ameriprise Financial Services, Inc. October 2011 - Present
J.P. Morgan Chase Private Client March 2009 - October 2011
CITIBANK November 2000 - March 2007
Edward Jones 1998 - 2000
Edward Jones 1998 - 2000
Education
Seattle Pacific University 1992 — 1996
Bachelor of Business Administration (BBA), Finance & Business Management
BEN OGLE , CRPC, AAMS BEN OGLE , CRPC, AAMS's Edward Jones Experience January 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
BB & T Bank October 2009 - 2011
M&T Bank January 2002 - October 2009
Morgan Stanley December 1999 - January 2002
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Finance, Strategic Financial...
Education
Salisbury State University
Business and Personal/Financial Services Marketing Operations
Edward Jones January 2012 - Present
BB & T Bank October 2009 - 2011
M&T Bank January 2002 - October 2009
Morgan Stanley December 1999 - January 2002
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Finance, Strategic Financial...
Education
Salisbury State University
Business and Personal/Financial Services Marketing Operations
Isabel Silveira Isabel Silveira's Edward Jones Experience April 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry
Experience
Edward Jones April 2013 - Present
Dream Dinners January 2005 - January 2012
Stanford University January 1999 - January 2001
Menlo College January 1993 - January 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Public Speaking, Sales, Marketing, Management, Fundraising, Recruiting, Food, Microsoft Office, Social Media, Nonprofits, Event Management, Editing, Social Networking, Public Relations, Event Planning, Process Scheduler
Education
San Jose State University 1985 — 1990
Bachelor of Arts Degree, Public Relations
Edward Jones April 2013 - Present
Dream Dinners January 2005 - January 2012
Stanford University January 1999 - January 2001
Menlo College January 1993 - January 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Public Speaking, Sales, Marketing, Management, Fundraising, Recruiting, Food, Microsoft Office, Social Media, Nonprofits, Event Management, Editing, Social Networking, Public Relations, Event Planning, Process Scheduler
Education
San Jose State University 1985 — 1990
Bachelor of Arts Degree, Public Relations
Sam Crump, Sr's Edward Jones Experience September 2011 - April 2013
Job Attorney, Speaker & Podcaster
Industry Legal Services
Experience
Crump & Associates October 2010 - Present
Edward Jones September 2011 - April 2013
Boates & Crump - Attorneys at Law May 2003 - August 2010
AZ House of Representatives January 2007 - February 2010
ABS School Services May 2002 - April 2003
International Meritage Group May 2001 - May 2002
Traffic School Online November 1998 - April 2001
City of Sebastopol, CA December 1994 - December 1998
California Judges Association February 1996 - May 1998
Lozano Smith January 1995 - February 1996
Skills
Policy, Public Policy, Nonprofits, Leadership, Negotiation, Strategic Planning, Non-profits, Public Speaking, Event Planning, Marketing, Government Affairs, Government, Policy Analysis, Fundraising, Leadership Development, Legislative Relations, Politics, Public Relations, Strategic Communications, Community Outreach, Community Development, Political Campaigns, Grassroots Organizing, Economic Development, Volunteer Management, Small Business, Speech Writing, Political Consulting, Project Management
Education
University of San Francisco 2000 — 2002
Masters, Public Administration
Santa Clara University School of Law 1986 — 1989
Juris Doctorate, Law
University of San Francisco 1983 — 1986
Bachelor of Arts, Government
Crump & Associates October 2010 - Present
Edward Jones September 2011 - April 2013
Boates & Crump - Attorneys at Law May 2003 - August 2010
AZ House of Representatives January 2007 - February 2010
ABS School Services May 2002 - April 2003
International Meritage Group May 2001 - May 2002
Traffic School Online November 1998 - April 2001
City of Sebastopol, CA December 1994 - December 1998
California Judges Association February 1996 - May 1998
Lozano Smith January 1995 - February 1996
Skills
Policy, Public Policy, Nonprofits, Leadership, Negotiation, Strategic Planning, Non-profits, Public Speaking, Event Planning, Marketing, Government Affairs, Government, Policy Analysis, Fundraising, Leadership Development, Legislative Relations, Politics, Public Relations, Strategic Communications, Community Outreach, Community Development, Political Campaigns, Grassroots Organizing, Economic Development, Volunteer Management, Small Business, Speech Writing, Political Consulting, Project Management
Education
University of San Francisco 2000 — 2002
Masters, Public Administration
Santa Clara University School of Law 1986 — 1989
Juris Doctorate, Law
University of San Francisco 1983 — 1986
Bachelor of Arts, Government
Tate Baker Tate Baker's Edward Jones Experience February 2014 - March 2015
Job Attended West Texas A&M University
Industry Financial Services
Experience
Edward Jones February 2014 - March 2015
Skills
Customer Service
Education
West Texas A&M University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sam Houston State University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones February 2014 - March 2015
Skills
Customer Service
Education
West Texas A&M University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sam Houston State University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J.R. Torres J.R. Torres's Edward Jones Experience May 2011 - August 2011
Job Payroll, Benefits & Labor Cost Consultant ASO & PEO Specialist
Industry Insurance
Experience
Business Administrative Consultants March 2013 - Present
Enterprise Rent-A-Car November 2011 - February 2013
Edward Jones May 2011 - August 2011
University of Central Florida August 2010 - May 2011
University of Central Florida September 2008 - May 2011
Publix 2005 - May 2011
University Directories 2010 - 2010
Skills
Customer Service, Microsoft Office, Cold Calling, Time Management, Sales, Social Networking, Marketing, Microsoft Excel, Event Planning, Social Media, PowerPoint, Social Media Marketing, Public Speaking, Facebook, Recruiting, Selling, Business Development, Human Resources, Leadership
Education
University of Central Florida - College of Business Administration 2008 — 2011
Marketing, Selling Skills and Sales Operations
Seminole Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Business Administrative Consultants March 2013 - Present
Enterprise Rent-A-Car November 2011 - February 2013
Edward Jones May 2011 - August 2011
University of Central Florida August 2010 - May 2011
University of Central Florida September 2008 - May 2011
Publix 2005 - May 2011
University Directories 2010 - 2010
Skills
Customer Service, Microsoft Office, Cold Calling, Time Management, Sales, Social Networking, Marketing, Microsoft Excel, Event Planning, Social Media, PowerPoint, Social Media Marketing, Public Speaking, Facebook, Recruiting, Selling, Business Development, Human Resources, Leadership
Education
University of Central Florida - College of Business Administration 2008 — 2011
Marketing, Selling Skills and Sales Operations
Seminole Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Mary Guzak's Edward Jones Experience June 2013 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones June 2013 - Present
Financial Plus Federal Credit Union December 2004 - May 2013
Flushing Area Chamber of Commerce 2009 - 2012
Genesee Regional Chamber of Commerce 2005 - 2006
Wells Fargo Financial 1991 - 2001
Skills
Strategic Planning, Leadership, Banking, Training, Policy, Finance, Customer Service, Accounts Receivable, Internal Controls, Negotiation, Public Speaking, Event Planning, Credit, Employee Benefits, Risk Management, Enterprise Risk..., Financial Analysis, Team Building, Time Management, Microsoft Office, Business Planning, Accounting, Compliance, Budgeting
Education
Dale Carnegie Effective Human Relations and Communications Graduate 2009 — 2009
Graduate, Communication Skills
Seattle Pacific University - School of Business and Economics 1987 — 1991
Bachelors, Management and Marketing
Edward Jones June 2013 - Present
Financial Plus Federal Credit Union December 2004 - May 2013
Flushing Area Chamber of Commerce 2009 - 2012
Genesee Regional Chamber of Commerce 2005 - 2006
Wells Fargo Financial 1991 - 2001
Skills
Strategic Planning, Leadership, Banking, Training, Policy, Finance, Customer Service, Accounts Receivable, Internal Controls, Negotiation, Public Speaking, Event Planning, Credit, Employee Benefits, Risk Management, Enterprise Risk..., Financial Analysis, Team Building, Time Management, Microsoft Office, Business Planning, Accounting, Compliance, Budgeting
Education
Dale Carnegie Effective Human Relations and Communications Graduate 2009 — 2009
Graduate, Communication Skills
Seattle Pacific University - School of Business and Economics 1987 — 1991
Bachelors, Management and Marketing
Jeremy K Garner Jeremy K Garner's Edward Jones Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2012 - Present
AMSI January 2008 - April 2012
Skills
Account Management, Customer Service, Finance, Financial Advisory, Financial Analysis, Financial Planning, Fixed Annuities, Insurance, Management, Marketing, Public Speaking, Retirement, Retirement Planning, Sales, Sales Management, Series 7, Strategic Financial..., Strategic Planning, Team Building, Wealth Management
Education
Samford University 1999 — 2003
Bachelor of Arts (B.A.)
Edward Jones May 2012 - Present
AMSI January 2008 - April 2012
Skills
Account Management, Customer Service, Finance, Financial Advisory, Financial Analysis, Financial Planning, Fixed Annuities, Insurance, Management, Marketing, Public Speaking, Retirement, Retirement Planning, Sales, Sales Management, Series 7, Strategic Financial..., Strategic Planning, Team Building, Wealth Management
Education
Samford University 1999 — 2003
Bachelor of Arts (B.A.)
Tino Rene Rivera's Edward Jones Experience June 2014 - July 2015
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Edward Jones June 2014 - July 2015
Staffing Solutions March 2012 - May 2014
Staffing Solutions June 2010 - February 2012
Staffing Solutions March 2004 - May 2010
Skills
Investments, Asset Allocation, Life Insurance, Equities, Private Equity, Risk Management, Portfolio Management, Coaching, Employee Relations, Management, Social Media Marketing, Public Speaking, Negotiation, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Sourcing, Technical Recruiting, Service Orientation, Benefits Negotiation, Strategic Planning, Team Building, Screening, Performance Management, Leadership, Training
Education
San Diego State University-California State University 2004 — 2006
Bachelor's of Science
Merrill Edge July 2015 - Present
Edward Jones June 2014 - July 2015
Staffing Solutions March 2012 - May 2014
Staffing Solutions June 2010 - February 2012
Staffing Solutions March 2004 - May 2010
Skills
Investments, Asset Allocation, Life Insurance, Equities, Private Equity, Risk Management, Portfolio Management, Coaching, Employee Relations, Management, Social Media Marketing, Public Speaking, Negotiation, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Sourcing, Technical Recruiting, Service Orientation, Benefits Negotiation, Strategic Planning, Team Building, Screening, Performance Management, Leadership, Training
Education
San Diego State University-California State University 2004 — 2006
Bachelor's of Science
Thomas Fogarty Thomas Fogarty's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Osborne Lumber Co. October 2005 - June 2011
Oracle April 2003 - October 2005
Lance Pelky & Associates (ING Financial Parnters) December 2000 - December 2002
Education
San Diego State University-California State University
B.S., Business Adminastration: Finance
Edward Jones June 2011 - Present
Osborne Lumber Co. October 2005 - June 2011
Oracle April 2003 - October 2005
Lance Pelky & Associates (ING Financial Parnters) December 2000 - December 2002
Education
San Diego State University-California State University
B.S., Business Adminastration: Finance
Emily Arp Emily Arp's Edward Jones Experience 2013 - Present
Job
Industry Financial Services
Experience
Edward Jones 2013 - Present
J-W Energy Company August 2008 - 2013
Sphere 3 Environmental, Inc. 1999 - 2008
Education
Sam Houston State University 1997 — 1999
Bachelor’s Degree, Environmental Science
Edward Jones 2013 - Present
J-W Energy Company August 2008 - 2013
Sphere 3 Environmental, Inc. 1999 - 2008
Education
Sam Houston State University 1997 — 1999
Bachelor’s Degree, Environmental Science
Andrew Ward, CFP®'s Edward Jones Experience February 2007 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones February 2007 - Present
Callaway Golf Company March 2005 - February 2007
Callaway Golf Company March 2004 - March 2005
A.G. Edwards and Associates February 2003 - January 2004
Skills
Retirement Planning, Financial Services, Wealth Management..., Life Insurance, Fixed Annuities, Mutual Funds, Finance, Retirement, IRAs, Wealth Management, Long-term Care, Series 7
Education
San Diego State University-California State University 2009 — 2011
Financial Planning
San Diego State University-California State University 1997 — 2002
Economics, Finance, Marketing, Business Planning
Edward Jones February 2007 - Present
Callaway Golf Company March 2005 - February 2007
Callaway Golf Company March 2004 - March 2005
A.G. Edwards and Associates February 2003 - January 2004
Skills
Retirement Planning, Financial Services, Wealth Management..., Life Insurance, Fixed Annuities, Mutual Funds, Finance, Retirement, IRAs, Wealth Management, Long-term Care, Series 7
Education
San Diego State University-California State University 2009 — 2011
Financial Planning
San Diego State University-California State University 1997 — 2002
Economics, Finance, Marketing, Business Planning
John Todd III's Edward Jones Experience June 2002 - January 2006
Job Territory Manager at Medsafe
Industry Construction
Experience
Medsafe January 2014 - Present
FC Background May 2013 - November 2013
Stone Ventures, Inc September 2009 - March 2012
LPL Financial January 2006 - July 2009
Edward Jones June 2002 - January 2006
Vallen Safety Supply Company February 1999 - April 2001
Vallen Safety Supply Company June 1996 - February 1999
Skills
Account Management, Business Analysis, New Business Development, Customer Oriented, Training, Mentoring, Office Management, Key Account Management, Industrial Distribution, Financial Analysis, Benefit Cost Analysis, Supplier Negotiation, Entrepreneurship, Highly motivated..., Sales Operations, Small Business, Strategic Planning
Education
Sam Houston State University 1988 — 1994
Bachelor of Business Administration, International Business
Medsafe January 2014 - Present
FC Background May 2013 - November 2013
Stone Ventures, Inc September 2009 - March 2012
LPL Financial January 2006 - July 2009
Edward Jones June 2002 - January 2006
Vallen Safety Supply Company February 1999 - April 2001
Vallen Safety Supply Company June 1996 - February 1999
Skills
Account Management, Business Analysis, New Business Development, Customer Oriented, Training, Mentoring, Office Management, Key Account Management, Industrial Distribution, Financial Analysis, Benefit Cost Analysis, Supplier Negotiation, Entrepreneurship, Highly motivated..., Sales Operations, Small Business, Strategic Planning
Education
Sam Houston State University 1988 — 1994
Bachelor of Business Administration, International Business
Jason Gamez's Edward Jones Experience November 2007 - Present
Job Financial Advisor ,Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Edward Jones 2007 - 2009
Education
Sam Houston State University 1996 — 2001
Edward Jones November 2007 - Present
Edward Jones 2007 - 2009
Education
Sam Houston State University 1996 — 2001
Catherine Garrett's Edward Jones Experience June 2013 - April 2015
Job Project Coordinator
Industry Research
Experience
Edward Jones June 2013 - April 2015
CDG Consulting February 2011 - June 2013
James Drury Partners December 2003 - January 2011
Equity Residential 2001 - 2003
Equity Residential 1997 - 2001
CDG Consulting 1994 - 1997
University of Hartford Business School in Paris February 1992 - November 1994
American University of Paris December 1986 - November 1991
Skills
Research, Writing, Documentation, Corporate Communications, Translation, Editing, Data Analysis, Customer Relations, Administration, Teaching Experience, French, Scheduling, Event Planning, Desktop Publishing, Microsoft Office, Word, Excel, Access, Teaching, Higher Education, Strategic Planning, Microsoft Word
Education
University of Illinois at Urbana-Champaign
MA, Political Science and French
Institut d'Etudes Politiques de Paris
Certificate of Completion
Edward Jones June 2013 - April 2015
CDG Consulting February 2011 - June 2013
James Drury Partners December 2003 - January 2011
Equity Residential 2001 - 2003
Equity Residential 1997 - 2001
CDG Consulting 1994 - 1997
University of Hartford Business School in Paris February 1992 - November 1994
American University of Paris December 1986 - November 1991
Skills
Research, Writing, Documentation, Corporate Communications, Translation, Editing, Data Analysis, Customer Relations, Administration, Teaching Experience, French, Scheduling, Event Planning, Desktop Publishing, Microsoft Office, Word, Excel, Access, Teaching, Higher Education, Strategic Planning, Microsoft Word
Education
University of Illinois at Urbana-Champaign
MA, Political Science and French
Institut d'Etudes Politiques de Paris
Certificate of Completion
Evan Bircher's Edward Jones Experience September 2005 - October 2007
Job Healthcare Director with HHS
Industry Hospital & Health Care
Experience
HHS January 1994 - Present
Hospital Housekeeping Systems 1994 - Present
Edward Jones September 2005 - October 2007
Skills
Hospitals, Healthcare, Excel, Budgeting, Word, Customer Relations, Team Building, Strategic Planning, Coaching, Customer Service, Administration, Microsoft Office, Supervisory Skills, Hiring, Outlook, Program Development, Process Improvement, Problem Solving, Health, Policy, Employee Relations, Inventory Management, Insurance, Account Management, Budgets, Healthcare Information..., Leadership, Leadership Development, Operations Management, Patient Safety, Microsoft Excel, Microsoft Word
Education
Sam Houston State University 1984 — 1990
HHS January 1994 - Present
Hospital Housekeeping Systems 1994 - Present
Edward Jones September 2005 - October 2007
Skills
Hospitals, Healthcare, Excel, Budgeting, Word, Customer Relations, Team Building, Strategic Planning, Coaching, Customer Service, Administration, Microsoft Office, Supervisory Skills, Hiring, Outlook, Program Development, Process Improvement, Problem Solving, Health, Policy, Employee Relations, Inventory Management, Insurance, Account Management, Budgets, Healthcare Information..., Leadership, Leadership Development, Operations Management, Patient Safety, Microsoft Excel, Microsoft Word
Education
Sam Houston State University 1984 — 1990
Aaron Undseth's Edward Jones Experience June 2004 - February 2009
Job Undseth Financial, Inc., An Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC February 2009 - Present
Undseth Financial Inc. An independent firm February 2009 - Present
Edward Jones June 2004 - February 2009
Skills
Retirement Planning, Investments, Wealth Management, Securities, Portfolio Management, Financial Advisory, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Finance, Strategic Financial...
Education
Seattle University 2001 — 2004
Business, Finance
Raymond James Financial Services, Inc Member FINRA/SIPC February 2009 - Present
Undseth Financial Inc. An independent firm February 2009 - Present
Edward Jones June 2004 - February 2009
Skills
Retirement Planning, Investments, Wealth Management, Securities, Portfolio Management, Financial Advisory, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Finance, Strategic Financial...
Education
Seattle University 2001 — 2004
Business, Finance
Trent Marsh's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Tera Suzuki's Edward Jones Experience April 2009 - Present
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2009 - Present
Armourfend 2007 - 2009
XPEL Technologies Corp. January 2008 - November 2008
Check Point Software Technologies 2004 - 2005
Education
San Jose State University
Edward Jones April 2009 - Present
Armourfend 2007 - 2009
XPEL Technologies Corp. January 2008 - November 2008
Check Point Software Technologies 2004 - 2005
Education
San Jose State University
Rob Mazzetti's Edward Jones Experience January 2002 - December 2005
Job Available for a great opportunity
Industry Financial Services
Experience
For a great opportunity January 2015 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2014
Guaranty Bank January 2006 - August 2009
Edward Jones January 2002 - December 2005
International Flight Training Academy January 1993 - June 2000
Skills
Flight Training, Financial Analysis, Investments, Asset Allocation, Portfolio Management, Management
Education
Santa Clara University 1983 — 1987
Bachelor of Arts (B.A.), History
Cate School 1979 — 1983
High school diploma
For a great opportunity January 2015 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2014
Guaranty Bank January 2006 - August 2009
Edward Jones January 2002 - December 2005
International Flight Training Academy January 1993 - June 2000
Skills
Flight Training, Financial Analysis, Investments, Asset Allocation, Portfolio Management, Management
Education
Santa Clara University 1983 — 1987
Bachelor of Arts (B.A.), History
Cate School 1979 — 1983
High school diploma
Rueben Hill's Edward Jones Experience October 2009 - April 2014
Job Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2014 - Present
Edward Jones October 2009 - April 2014
Walt Disney World Corp. Disney Vacation Club March 2009 - October 2009
Threlkeld Ford Lincoln Mercury August 2002 - February 2008
Ford Motor Company February 2002 - May 2002
Paradise Ford August 2000 - February 2002
Tropical Ford August 1999 - August 2000
Papa Johns International March 1998 - August 1999
Brinker International Corporation July 1996 - March 1998
Walt Disney World Corporation May 1995 - June 1996
Education
Howard University, Washington D.C 1990 — 1993
BBA, Business Administration, Management
Schoolcraft College
Prudential Financial April 2014 - Present
Edward Jones October 2009 - April 2014
Walt Disney World Corp. Disney Vacation Club March 2009 - October 2009
Threlkeld Ford Lincoln Mercury August 2002 - February 2008
Ford Motor Company February 2002 - May 2002
Paradise Ford August 2000 - February 2002
Tropical Ford August 1999 - August 2000
Papa Johns International March 1998 - August 1999
Brinker International Corporation July 1996 - March 1998
Walt Disney World Corporation May 1995 - June 1996
Education
Howard University, Washington D.C 1990 — 1993
BBA, Business Administration, Management
Schoolcraft College
Andrew Hutcheson's Edward Jones Experience June 2005 - April 2011
Job Vice President Portfolio Manager at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc April 2011 - Present
Edward Jones June 2005 - April 2011
Education
San Diego State University-California State University 1988 — 1992
Political Science and Government
Ashford University
Bachelor of Arts (BA), Business Administration
College of Financial Planning
Accredited Asset Management Specialist
College of Financial Planning
Chartered Retirement Plan Specialist
UBS Financial Services Inc April 2011 - Present
Edward Jones June 2005 - April 2011
Education
San Diego State University-California State University 1988 — 1992
Political Science and Government
Ashford University
Bachelor of Arts (BA), Business Administration
College of Financial Planning
Accredited Asset Management Specialist
College of Financial Planning
Chartered Retirement Plan Specialist
Allen Zebrowski's Edward Jones Experience July 2005 - October 2005
Job Le Grand Fromage at Vandelay Industries
Industry Investment Banking
Experience
Vandelay Industries March 2011 - Present
Wollborg/Michelson September 2007 - March 2008
BART September 2007 - March 2008
Wells Fargo April 2007 - August 2007
BART January 2007 - April 2007
Genentech August 2006 - September 2006
United Airlines January 2006 - June 2006
Edward Jones July 2005 - October 2005
Banc of America Securities May 1998 - April 2001
Montgomery Securities May 1993 - April 1998
Skills
Outlook, Microsoft Excel, Lotus Notes, Recruiting, Customer Service, Employee Relations, Management, Accounts Payable, Human Resources, PowerPoint, Market Research, Project Planning, Research, Forecasting, Sales, Event Management
Education
San Francisco State University
BS, Business
San Francisco Zen Center
Buddhism
Seton Hall University
BA, Psychology
Tse Chen Ling Tibetan Buddhist Center
Emptiness
Vandelay Industries March 2011 - Present
Wollborg/Michelson September 2007 - March 2008
BART September 2007 - March 2008
Wells Fargo April 2007 - August 2007
BART January 2007 - April 2007
Genentech August 2006 - September 2006
United Airlines January 2006 - June 2006
Edward Jones July 2005 - October 2005
Banc of America Securities May 1998 - April 2001
Montgomery Securities May 1993 - April 1998
Skills
Outlook, Microsoft Excel, Lotus Notes, Recruiting, Customer Service, Employee Relations, Management, Accounts Payable, Human Resources, PowerPoint, Market Research, Project Planning, Research, Forecasting, Sales, Event Management
Education
San Francisco State University
BS, Business
San Francisco Zen Center
Buddhism
Seton Hall University
BA, Psychology
Tse Chen Ling Tibetan Buddhist Center
Emptiness
Robert Pope III's Edward Jones Experience June 2007 - September 2009
Job Computer Programming San Antonio College, A.A.S, Class 2016
Industry Information Technology and Services
Experience
Blend Document Technologies October 2013 - June 2014
S.A. Legal Solutions January 2013 - September 2013
Dress For Success San Antonio 2012 - 2013
Edward Jones June 2007 - September 2009
Enterprise Car Sales September 2003 - May 2007
Skills
Sales, Leadership, Marketing, Team Building, Sales Management, Sales Process, Account Management, New Business Development, Training, Recruiting, Time Management, Sales Operations, Team Leadership, Management, Microsoft Office, Microsoft Excel, Customer Service, C++, Java, HTML
Education
San Antonio College 2015 — 2016
Associate's Computer Programming, Computer Programming/Programmer, General
Texas State University-San Marcos 1998 — 2003
Bachelor of Science (B.S.), Criminal Justice
Blend Document Technologies October 2013 - June 2014
S.A. Legal Solutions January 2013 - September 2013
Dress For Success San Antonio 2012 - 2013
Edward Jones June 2007 - September 2009
Enterprise Car Sales September 2003 - May 2007
Skills
Sales, Leadership, Marketing, Team Building, Sales Management, Sales Process, Account Management, New Business Development, Training, Recruiting, Time Management, Sales Operations, Team Leadership, Management, Microsoft Office, Microsoft Excel, Customer Service, C++, Java, HTML
Education
San Antonio College 2015 — 2016
Associate's Computer Programming, Computer Programming/Programmer, General
Texas State University-San Marcos 1998 — 2003
Bachelor of Science (B.S.), Criminal Justice
Pat Riehle's Edward Jones Experience January 2007 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Sonoma Design Group May 2003 - May 2006
Education
Messmer High School
Santa Rosa Junior College
Supervisory Management Certificate
Edward Jones January 2007 - Present
Sonoma Design Group May 2003 - May 2006
Education
Messmer High School
Santa Rosa Junior College
Supervisory Management Certificate
Becky Neff's Edward Jones Experience July 2015 - Present
Job at
Industry Real Estate
Experience
Edward Jones July 2015 - Present
The Professionals Grp January 2014 - Present
Connect Realty March 2006 - December 2013
McLeod USA January 1999 - December 2002
People's Choice TV April 1994 - November 1998
Comcast November 1992 - March 1994
Daniels & Associates 1983 - 1987
Skills
Microsoft Excel, Business Planning, Operations Management, Performance Management, Cross-functional Team..., Microsoft Word, Call Centers, Microsoft Office, Start-ups, Business Process..., Call Center..., Customer Support, Project Management, Business Process..., Supervisory Skills, Timely Decision Making, Program Implementation, Transaction Management, Problem Solving, Delivering Results, Quick Thinker, Change Management, Budget Process, PowerPoint, Start-up Environment, Visio, Cash Management, Telecommunications, Real Estate Transactions, Training, Leadership, Office Administration, Management, Budgets
Education
San Jacinto College
Business Management
Edward Jones July 2015 - Present
The Professionals Grp January 2014 - Present
Connect Realty March 2006 - December 2013
McLeod USA January 1999 - December 2002
People's Choice TV April 1994 - November 1998
Comcast November 1992 - March 1994
Daniels & Associates 1983 - 1987
Skills
Microsoft Excel, Business Planning, Operations Management, Performance Management, Cross-functional Team..., Microsoft Word, Call Centers, Microsoft Office, Start-ups, Business Process..., Call Center..., Customer Support, Project Management, Business Process..., Supervisory Skills, Timely Decision Making, Program Implementation, Transaction Management, Problem Solving, Delivering Results, Quick Thinker, Change Management, Budget Process, PowerPoint, Start-up Environment, Visio, Cash Management, Telecommunications, Real Estate Transactions, Training, Leadership, Office Administration, Management, Budgets
Education
San Jacinto College
Business Management
Ron Glasgow, CFP®'s Edward Jones Experience 2001 - 2008
Job Regional Vice President at Behringer
Industry Financial Services
Experience
Behringer 2013 - Present
Carey Financial, LLC, a subsdiary of W.P. Carey 2010 - 2013
LPL Financial 2008 - 2010
Edward Jones 2001 - 2008
United States Marine Corps 1994 - 1997
Skills
Life Insurance, Estate Planning, Business Planning, Retirement Planning, Wealth Management, Alternative Investments, Series 63, Investment Advisory, Mutual Funds
Education
San Diego State University-California State University 2004 — 2007
M.S.B.A, Financial and Tax Planning
Southern Illinois University, Edwardsville 1997 — 2001
Business Administration, Finance & International Business
GCHS 1990 — 1994
Behringer 2013 - Present
Carey Financial, LLC, a subsdiary of W.P. Carey 2010 - 2013
LPL Financial 2008 - 2010
Edward Jones 2001 - 2008
United States Marine Corps 1994 - 1997
Skills
Life Insurance, Estate Planning, Business Planning, Retirement Planning, Wealth Management, Alternative Investments, Series 63, Investment Advisory, Mutual Funds
Education
San Diego State University-California State University 2004 — 2007
M.S.B.A, Financial and Tax Planning
Southern Illinois University, Edwardsville 1997 — 2001
Business Administration, Finance & International Business
GCHS 1990 — 1994
Laurie Cameron's Edward Jones Experience June 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Putnam Investments August 2004 - February 2009
Putnam Investments November 2000 - August 2004
Putnam Investments March 1999 - November 2000
Ninety-Nine Restaurant and Pubs October 1993 - March 1999
Skills
Customer Service, Equities, Finance, Financial Services, Investments, Management, Mutual Funds
Education
Salem State University 1991 — 1995
Bachelor of Arts, History
Edward Jones June 2011 - Present
Putnam Investments August 2004 - February 2009
Putnam Investments November 2000 - August 2004
Putnam Investments March 1999 - November 2000
Ninety-Nine Restaurant and Pubs October 1993 - March 1999
Skills
Customer Service, Equities, Finance, Financial Services, Investments, Management, Mutual Funds
Education
Salem State University 1991 — 1995
Bachelor of Arts, History
Jo Ann Carew's Edward Jones Experience August 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones August 2009 - Present
Charles Schwab 2002 - 2009
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1993 - 1998
Charles Schwab 1992 - 1993
Education
San Francisco State University
B.A., Psychology
Edward Jones August 2009 - Present
Charles Schwab 2002 - 2009
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1993 - 1998
Charles Schwab 1992 - 1993
Education
San Francisco State University
B.A., Psychology
Rick Hagedorn's Edward Jones Experience October 2007 - May 2011
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Edward Jones October 2007 - May 2011
Boise Office Solutions December 1995 - October 2007
Word Technology June 1989 - December 1995
Skills
Insurance, Investment Strategies, Strategic Planning, Marketing, Asset Allocation, 401k Rollovers, Succession planning, Business retirement..., Retirement Planning
Education
Santa Clara University 1973 — 1977
Institute of European Studies 1975 — 1976
John Burroughs
Wells Fargo Advisors, LLC May 2011 - Present
Edward Jones October 2007 - May 2011
Boise Office Solutions December 1995 - October 2007
Word Technology June 1989 - December 1995
Skills
Insurance, Investment Strategies, Strategic Planning, Marketing, Asset Allocation, 401k Rollovers, Succession planning, Business retirement..., Retirement Planning
Education
Santa Clara University 1973 — 1977
Institute of European Studies 1975 — 1976
John Burroughs
Angela Bailey's Edward Jones Experience September 2009 - January 2012
Job Customer Service Professional
Industry Banking
Experience
Edward Jones September 2009 - January 2012
Washington Mutual Card Services February 2008 - April 2009
Washington Mutual Card Services September 2007 - February 2008
Washington Mutual October 2006 - September 2007
Washington Mutual Card Services October 2005 - October 2006
Washington Mutual Card Services January 2005 - October 2005
Education
San Joaquin Delta College 2003 — 2006
none
Edward Jones September 2009 - January 2012
Washington Mutual Card Services February 2008 - April 2009
Washington Mutual Card Services September 2007 - February 2008
Washington Mutual October 2006 - September 2007
Washington Mutual Card Services October 2005 - October 2006
Washington Mutual Card Services January 2005 - October 2005
Education
San Joaquin Delta College 2003 — 2006
none
Stephen Shang's Edward Jones Experience 2013 - 2014
Job .
Industry Wine and Spirits
Experience
Edward Jones 2013 - 2014
Hewlett-Packard 2010 - 2013
Hewlett-Packard 2007 - 2010
TE Connectivity 2006 - 2007
CPcam CCTV 2005 - 2006
Epson R&D 2004 - 2005
Education
The University of British Columbia
Master's Degree, Electrical and Computer Engineering
Sauder School of Business
The University of British Columbia
B.A.Sc., Electrical and Computer Engineering
University of Maryland College Park
University of Illinois at Urbana-Champaign
The University of New Mexico
Edward Jones 2013 - 2014
Hewlett-Packard 2010 - 2013
Hewlett-Packard 2007 - 2010
TE Connectivity 2006 - 2007
CPcam CCTV 2005 - 2006
Epson R&D 2004 - 2005
Education
The University of British Columbia
Master's Degree, Electrical and Computer Engineering
Sauder School of Business
The University of British Columbia
B.A.Sc., Electrical and Computer Engineering
University of Maryland College Park
University of Illinois at Urbana-Champaign
The University of New Mexico
Riannon Walls's Edward Jones Experience February 2012 - February 2014
Job Contract Administrator at Performance Contracting, Inc. (PCI)
Industry Financial Services
Experience
Performance Contracting, Inc. (PCI) February 2014 - Present
Edward Jones February 2012 - February 2014
QFC September 2007 - January 2014
Skills
Direct Mail, Email Marketing, Client Relations Skills, Merchandising, Office Management, Office Administration, Business Development, Visual Merchandising, Employee Training, Loss Prevention, Event Planning, Leadership, Microsoft Office, Customer Service, Outlook, Strategic Planning, Retail, Management, Microsoft Excel, Team Building, Microsoft Word, Budgets, Project Management
Education
University of Washington 2007 — 2009
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Seattle Central Community College 2005 — 2007
Associate of Arts (AA), Business Administration and Management, General
Performance Contracting, Inc. (PCI) February 2014 - Present
Edward Jones February 2012 - February 2014
QFC September 2007 - January 2014
Skills
Direct Mail, Email Marketing, Client Relations Skills, Merchandising, Office Management, Office Administration, Business Development, Visual Merchandising, Employee Training, Loss Prevention, Event Planning, Leadership, Microsoft Office, Customer Service, Outlook, Strategic Planning, Retail, Management, Microsoft Excel, Team Building, Microsoft Word, Budgets, Project Management
Education
University of Washington 2007 — 2009
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Seattle Central Community College 2005 — 2007
Associate of Arts (AA), Business Administration and Management, General
Dana Berry's Edward Jones Experience June 1994 - May 1995
Job Secretary to the Director at City of Conroe
Industry Government Administration
Experience
City of Conroe March 2006 - Present
Montgomery County Collections October 2004 - March 2006
Montgomery County Sheriff's Department May 1995 - October 2004
Edward Jones June 1994 - May 1995
Skills
System Administration, Social Networking, Public Administration, Policy, Microsoft Word, Administrative..., Budgets, Customer Service, Fundraising, Microsoft Office, Office Administration, Office Management, Outlook, Event Planning, Government, Public Relations, Organizational..., Team Building, Public Safety, Microsoft Excel, Public Speaking, Sales, Negotiation
Education
Sam Houston State University 1988 — 1994
Bachelors, Business Administration
City of Conroe March 2006 - Present
Montgomery County Collections October 2004 - March 2006
Montgomery County Sheriff's Department May 1995 - October 2004
Edward Jones June 1994 - May 1995
Skills
System Administration, Social Networking, Public Administration, Policy, Microsoft Word, Administrative..., Budgets, Customer Service, Fundraising, Microsoft Office, Office Administration, Office Management, Outlook, Event Planning, Government, Public Relations, Organizational..., Team Building, Public Safety, Microsoft Excel, Public Speaking, Sales, Negotiation
Education
Sam Houston State University 1988 — 1994
Bachelors, Business Administration
Katie Dorricott's Edward Jones Experience September 2008 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones September 2008 - Present
Education
Sam Houston State University 2005 — 2011
Bachelor, Political Science Major, Double Minor:GBA & Spanish
Edward Jones September 2008 - Present
Education
Sam Houston State University 2005 — 2011
Bachelor, Political Science Major, Double Minor:GBA & Spanish
Derek Bird's Edward Jones Experience April 2007 - October 2008
Job Commercial Account Representative at Canon Business Solutions
Industry Financial Services
Experience
Canon Business Solutions February 2010 - Present
Penncorp Life Insurance Company December 2008 - May 2009
Edward Jones April 2007 - October 2008
Education
Seneca College of Applied Arts and Technology 2003 — 2007
Bachelor of Commerce, Financial Services Management
Canon Business Solutions February 2010 - Present
Penncorp Life Insurance Company December 2008 - May 2009
Edward Jones April 2007 - October 2008
Education
Seneca College of Applied Arts and Technology 2003 — 2007
Bachelor of Commerce, Financial Services Management
Brad Sayre's Edward Jones Experience December 2006 - May 2011
Job CFP® Wealth Manager | Private Client Advisor with 7+ years experience in finance | USAA, JP Morgan, Edward Jones
Industry Financial Services
Experience
USAA May 2014 - Present
JPMorgan Chase May 2011 - May 2014
Edward Jones December 2006 - May 2011
Ferguson Enterprises December 2004 - December 2006
Skills
Strategic Financial..., Microsoft Excel, Microsoft Office, Strategic Planning, Customer Service, Account Management, Accounting, Budgets, Sales Management, Business Development, Business Strategy
Education
Virginia Polytechnic Institute and State University 1999 — 2004
Bachelor's Degree, Finance, 3.6 GPA
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor's Degree, Management - Entrepreneurship, Innovation, and Technology Option, 3.7 GPA
San Diego State University-California State University 2010 — 2011
Executive Financial Planning Certificate, Financial Planning
USAA May 2014 - Present
JPMorgan Chase May 2011 - May 2014
Edward Jones December 2006 - May 2011
Ferguson Enterprises December 2004 - December 2006
Skills
Strategic Financial..., Microsoft Excel, Microsoft Office, Strategic Planning, Customer Service, Account Management, Accounting, Budgets, Sales Management, Business Development, Business Strategy
Education
Virginia Polytechnic Institute and State University 1999 — 2004
Bachelor's Degree, Finance, 3.6 GPA
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor's Degree, Management - Entrepreneurship, Innovation, and Technology Option, 3.7 GPA
San Diego State University-California State University 2010 — 2011
Executive Financial Planning Certificate, Financial Planning
Kathy Toschi's Edward Jones Experience June 2014 - September 2014
Job Operations Specialist at Motif Investing
Industry Education Management
Experience
Motif Investing December 2014 - Present
Edward Jones June 2014 - September 2014
Catalystic Media Group, Inc. September 2013 - January 2014
Forest Lake Christian School September 2010 - June 2013
Teach Me Toys January 2003 - May 2006
Sierra Christian Academy October 2003 - February 2006
Sun Microsystems January 2000 - November 2001
Oracle January 1996 - December 1999
Oracle August 1989 - December 1995
Skills
Online Marketing, Marketing Strategy, Project Management, Operations Management, Bookkeeping, Customer Service, Problem Solving, Office Management, Creative Writing, Microsoft Office, Team Building, Marketing, Sales, Negotiation, Leadership, Management
Education
San Carlos High School
San Francisco State University
Bachelor of Science Degree, Business Administration; Marketing; Advertising
Motif Investing December 2014 - Present
Edward Jones June 2014 - September 2014
Catalystic Media Group, Inc. September 2013 - January 2014
Forest Lake Christian School September 2010 - June 2013
Teach Me Toys January 2003 - May 2006
Sierra Christian Academy October 2003 - February 2006
Sun Microsystems January 2000 - November 2001
Oracle January 1996 - December 1999
Oracle August 1989 - December 1995
Skills
Online Marketing, Marketing Strategy, Project Management, Operations Management, Bookkeeping, Customer Service, Problem Solving, Office Management, Creative Writing, Microsoft Office, Team Building, Marketing, Sales, Negotiation, Leadership, Management
Education
San Carlos High School
San Francisco State University
Bachelor of Science Degree, Business Administration; Marketing; Advertising
George Sarlanis's Edward Jones Experience May 2009 - September 2009
Job Financial Analyst
Industry Investment Management
Experience
Edward Jones May 2009 - September 2009
Skills
Uniform Combined State..., Series 7
Education
Salve Regina University
Bachelor of Science, Finance
Salve Regina University
Master of Business Administration, Global Finance
Edward Jones May 2009 - September 2009
Skills
Uniform Combined State..., Series 7
Education
Salve Regina University
Bachelor of Science, Finance
Salve Regina University
Master of Business Administration, Global Finance
Colin McAuliffe's Edward Jones Experience July 2011 - October 2012
Job Staff Tax Accountant, at MFA Moody, Famiglietti & Andronico
Industry Accounting
Experience
MFA - Moody, Famiglietti & Andronico January 2014 - Present
Edward Jones July 2011 - October 2012
Hertz Corp. July 2003 - July 2011
Glen Ellen Country Club May 2001 - January 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Strategic Financial..., Sales, Investments, Wealth Management, Portfolio Management, Insurance, 401k, Customer Service, Financial Analysis, Strategic Planning, Salesforce.com, Cold Calling, New Business Development, Leadership, Management, Team Building
Education
University of Massachusetts Lowell
Master's Degree, Accounting
Salem State University 2013 — 2013
Accounting Degree, 3.8
University of Massachusetts, Amherst 1997 — 1999
BS, Business Managment
MFA - Moody, Famiglietti & Andronico January 2014 - Present
Edward Jones July 2011 - October 2012
Hertz Corp. July 2003 - July 2011
Glen Ellen Country Club May 2001 - January 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Strategic Financial..., Sales, Investments, Wealth Management, Portfolio Management, Insurance, 401k, Customer Service, Financial Analysis, Strategic Planning, Salesforce.com, Cold Calling, New Business Development, Leadership, Management, Team Building
Education
University of Massachusetts Lowell
Master's Degree, Accounting
Salem State University 2013 — 2013
Accounting Degree, 3.8
University of Massachusetts, Amherst 1997 — 1999
BS, Business Managment
Marla Stephens's Edward Jones Experience November 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Hewitt Associates March 2008 - June 2010
Lennar May 2001 - October 2007
Lennar July 1991 - May 2001
Skills
Benefits Administration
Education
Sam Houston State University 1972 — 1976
BBA, Business Administration, Psychology
Edward Jones November 2010 - Present
Hewitt Associates March 2008 - June 2010
Lennar May 2001 - October 2007
Lennar July 1991 - May 2001
Skills
Benefits Administration
Education
Sam Houston State University 1972 — 1976
BBA, Business Administration, Psychology
Kelli Reustle's Edward Jones Experience December 2014 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Everything In It's Place February 2012 - Present
Ram Jack Solid Foundations August 2012 - December 2014
Banyan Biomarkers Inc May 2010 - February 2012
Haven Hospice August 2008 - August 2010
Santa Fe Community College February 2007 - August 2008
Medical Manager Research & Development 1999 - 2005
RTI 1997 - 1999
Skills
Word, Customer Service, Change Management, Payroll, Recruiting, Microsoft Office, Microsoft Word, Benefits Administration, Quality Assurance, Human Resources, Deferred Compensation, Employee Benefits, Performance Management, Employee Relations, Team Building, Organizational...
Education
Santa Fe Community College 1999 — 2001
A.S., Business
Edward Jones December 2014 - Present
Everything In It's Place February 2012 - Present
Ram Jack Solid Foundations August 2012 - December 2014
Banyan Biomarkers Inc May 2010 - February 2012
Haven Hospice August 2008 - August 2010
Santa Fe Community College February 2007 - August 2008
Medical Manager Research & Development 1999 - 2005
RTI 1997 - 1999
Skills
Word, Customer Service, Change Management, Payroll, Recruiting, Microsoft Office, Microsoft Word, Benefits Administration, Quality Assurance, Human Resources, Deferred Compensation, Employee Benefits, Performance Management, Employee Relations, Team Building, Organizational...
Education
Santa Fe Community College 1999 — 2001
A.S., Business
Jayme Norfleet's Edward Jones Experience January 2012 - February 2014
Job Consultant at Mary Kay
Industry Retail
Experience
Cypress Fairbanks ISD February 2014 - Present
Mary Kay August 2010 - Present
Edward Jones January 2012 - February 2014
Skills
Skin Care, Cosmetics, Beauty, Coaching, Retail, Recruiting, Marketing, Sales, Customer Service, Team Building, Training, Project Management, Leadership Development, Public Speaking, Business Analysis, Event Planning, Small Business, Social Networking
Education
Sam Houston State University 2000 — 2005
Bachelor of Fine Arts (BFA), Theatre/ Theater
Cypress Fairbanks ISD February 2014 - Present
Mary Kay August 2010 - Present
Edward Jones January 2012 - February 2014
Skills
Skin Care, Cosmetics, Beauty, Coaching, Retail, Recruiting, Marketing, Sales, Customer Service, Team Building, Training, Project Management, Leadership Development, Public Speaking, Business Analysis, Event Planning, Small Business, Social Networking
Education
Sam Houston State University 2000 — 2005
Bachelor of Fine Arts (BFA), Theatre/ Theater
Randee Parker's Edward Jones Experience June 2002 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2002 - Present
Education
San Diego State University-California State University
Bachelor, Business Management
San Diego Mesa College
Associate, Business Administration
Edward Jones June 2002 - Present
Education
San Diego State University-California State University
Bachelor, Business Management
San Diego Mesa College
Associate, Business Administration
Victor Manzanilla's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Cephalon December 2005 - December 2011
GlaxoSmithKline May 2002 - November 2005
Skills
Pharmaceutical Sales, Sales, Neurology
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science (BS), Business Administration
Edward Jones March 2012 - Present
Cephalon December 2005 - December 2011
GlaxoSmithKline May 2002 - November 2005
Skills
Pharmaceutical Sales, Sales, Neurology
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science (BS), Business Administration
Suzanne R's Edward Jones Experience May 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Education
Seattle University
MBA
The University of Montana
Edward Jones May 2010 - Present
Education
Seattle University
MBA
The University of Montana
Deborah HevesySundin's Edward Jones Experience July 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2011 - Present
Arbor Building Group September 2007 - August 2009
Cellgate, Inc. October 1998 - March 2000
Skills
Project Coordination, Human Relations, Business Management
Education
Santa Clara University 1996 — 1999
Masters in Counseling Psychology, Psychology and Training Development
University of Missouri-Kansas City 1978 — 1980
Bachelor of Arts - Geography / Urban Planning, Geography / Urban Planning
Edward Jones July 2011 - Present
Arbor Building Group September 2007 - August 2009
Cellgate, Inc. October 1998 - March 2000
Skills
Project Coordination, Human Relations, Business Management
Education
Santa Clara University 1996 — 1999
Masters in Counseling Psychology, Psychology and Training Development
University of Missouri-Kansas City 1978 — 1980
Bachelor of Arts - Geography / Urban Planning, Geography / Urban Planning
Shannon Hurte's Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Ameriprise Financial Services, Inc. March 2000 - January 2011
Pacific Marine Yachts July 1998 - December 1999
Education
San Francisco State University 1994 — 1998
Bachelor's of Science, Business Management
Edward Jones January 2011 - Present
Ameriprise Financial Services, Inc. March 2000 - January 2011
Pacific Marine Yachts July 1998 - December 1999
Education
San Francisco State University 1994 — 1998
Bachelor's of Science, Business Management
Nancy Barbosa's Edward Jones Experience 2010 - 2015
Job Supervisor / Executive Asst. at Foru International, Inc.
Industry Health, Wellness and Fitness
Experience
Foru International, Inc. April 2011 - Present
Edward Jones 2010 - 2015
Edward Jones 2010 - 2015
GeneWize Life Sciences August 2010 - April 2011
Dillards September 2004 - October 2006
Skills
Coaching, Team Building, Fitness, Training, Wellness, Marketing, Public Speaking, Sales, Team Leadership, Leadership, Social Networking, Recruiting, Inventory Management, Customer Service, Management, Customer Satisfaction, Nutrition, Problem Solving, Human Resources, Scheduling, Time Management
Education
Seminole State College of Florida 2013 — 2016
Bachelor of Science, Business and Information Management, Business and Information Management, 3.65
American International University of Illinois 2006 — 2007
Associate of Arts (AA), Business/Managerial Economics, 3.0
Fort Meade High School 1985 — 1992
Degree, General Education
Foru International, Inc. April 2011 - Present
Edward Jones 2010 - 2015
Edward Jones 2010 - 2015
GeneWize Life Sciences August 2010 - April 2011
Dillards September 2004 - October 2006
Skills
Coaching, Team Building, Fitness, Training, Wellness, Marketing, Public Speaking, Sales, Team Leadership, Leadership, Social Networking, Recruiting, Inventory Management, Customer Service, Management, Customer Satisfaction, Nutrition, Problem Solving, Human Resources, Scheduling, Time Management
Education
Seminole State College of Florida 2013 — 2016
Bachelor of Science, Business and Information Management, Business and Information Management, 3.65
American International University of Illinois 2006 — 2007
Associate of Arts (AA), Business/Managerial Economics, 3.0
Fort Meade High School 1985 — 1992
Degree, General Education
Andrea Friese's Edward Jones Experience December 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Bank of America December 2010 - December 2013
Lowe's Home Improvement January 2008 - March 2010
Law Firms in San Diego November 1984 - April 2005
Skills
Customer Service, Sales, Business Development, Sales Operations, Credit, Training, Consumer Lending, Microsoft Office, Loans, Insurance, Management, Microsoft Excel, Banking, Strategic Planning, Account Management
Education
Edward Jones 2014 — 2014
Series 7 License, Financial Advisor-Securities
Edward Jones 2014 — 2014
Series 66 License, Financial Advisor- Securities
San Diego State University-California State University 1979 — 1981
Associate's degree, Health and Physical Education/Fitness
Edward Jones December 2013 - Present
Bank of America December 2010 - December 2013
Lowe's Home Improvement January 2008 - March 2010
Law Firms in San Diego November 1984 - April 2005
Skills
Customer Service, Sales, Business Development, Sales Operations, Credit, Training, Consumer Lending, Microsoft Office, Loans, Insurance, Management, Microsoft Excel, Banking, Strategic Planning, Account Management
Education
Edward Jones 2014 — 2014
Series 7 License, Financial Advisor-Securities
Edward Jones 2014 — 2014
Series 66 License, Financial Advisor- Securities
San Diego State University-California State University 1979 — 1981
Associate's degree, Health and Physical Education/Fitness
Craig Bunch's Edward Jones Experience June 1994 - June 1997
Job Tape Operator at Pomeroy
Industry Information Technology and Services
Experience
Pomeroy April 2013 - Present
Peabody Energy 2004 - 2012
Washington University in St. Louis July 1998 - November 2003
ISSG June 1997 - June 1998
Edward Jones June 1994 - June 1997
ISSG October 1993 - June 1994
Southwestern Bell / AT&T June 1985 - October 1993
Education
Webster University, St. Louis, MO 1990 — 1991
Master of Arts (M.A.), Computer Information Resource Management
University of Missouri-Columbia 1979 — 1981
Bachelor's degree, Atmospheric Sciences and Meteorology
Sauk Valley Community College 1977 — 1979
Associate of Science (A.S.), Natural Sciences
Pomeroy April 2013 - Present
Peabody Energy 2004 - 2012
Washington University in St. Louis July 1998 - November 2003
ISSG June 1997 - June 1998
Edward Jones June 1994 - June 1997
ISSG October 1993 - June 1994
Southwestern Bell / AT&T June 1985 - October 1993
Education
Webster University, St. Louis, MO 1990 — 1991
Master of Arts (M.A.), Computer Information Resource Management
University of Missouri-Columbia 1979 — 1981
Bachelor's degree, Atmospheric Sciences and Meteorology
Sauk Valley Community College 1977 — 1979
Associate of Science (A.S.), Natural Sciences
John Hantelman's Edward Jones Experience 2009 - Present
Job FINANCIAL ADVISOR at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Charles Schwab February 2003 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Finance, Mutual Funds, Series 7, Investment Advisory
Education
San Jose State University 1968 — 1971
Bachelor of Science (BS), Financial Management, B+
Edward Jones 2009 - Present
Charles Schwab February 2003 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Finance, Mutual Funds, Series 7, Investment Advisory
Education
San Jose State University 1968 — 1971
Bachelor of Science (BS), Financial Management, B+
Diane Koester's Edward Jones Experience December 1975 - August 1985
Job Credit/collection at Phoenix Textile Corporation
Industry Hospital & Health Care
Experience
Phoenix Textile Corporation May 2002 - Present
venture offfice June 1992 - August 1998
Edward Jones December 1975 - August 1985
Skills
JD Edwards, Forecasting, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Microsoft Word, Account Management, Team Building, Customer Retention, Negotiation, Salesforce.com, PowerPoint, Strategic Planning
Education
Sanford-Brown College 1974 — 1975
Fort Zumwalt 1970 — 1974
General Studies
Phoenix Textile Corporation May 2002 - Present
venture offfice June 1992 - August 1998
Edward Jones December 1975 - August 1985
Skills
JD Edwards, Forecasting, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Microsoft Word, Account Management, Team Building, Customer Retention, Negotiation, Salesforce.com, PowerPoint, Strategic Planning
Education
Sanford-Brown College 1974 — 1975
Fort Zumwalt 1970 — 1974
General Studies
Bradley Banta's Edward Jones Experience March 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Bank of America September 2012 - February 2015
Bank of America - Proficiency Coach - Plano, TX September 2012 - February 2015
Bank of America August 2011 - August 2012
Bank of America August 2011 - August 2012
Bank of America June 2010 - August 2011
Bank of America June 2010 - July 2011
Bank of America September 2009 - June 2010
Honda Financial Services June 2008 - August 2009
UPS November 2007 - June 2008
Education
Sam Houston State University 2003 — 2005
Bachelor of Science (BS), Criminal Justice
Sam Houston State University
BA, Criminal Justice
Edward Jones March 2015 - Present
Bank of America September 2012 - February 2015
Bank of America - Proficiency Coach - Plano, TX September 2012 - February 2015
Bank of America August 2011 - August 2012
Bank of America August 2011 - August 2012
Bank of America June 2010 - August 2011
Bank of America June 2010 - July 2011
Bank of America September 2009 - June 2010
Honda Financial Services June 2008 - August 2009
UPS November 2007 - June 2008
Education
Sam Houston State University 2003 — 2005
Bachelor of Science (BS), Criminal Justice
Sam Houston State University
BA, Criminal Justice
Jesse Herberman's Edward Jones Experience August 2013 - August 2014
Job at
Industry Financial Services
Experience
Desjardins Financial Security Investments Inc. April 2015 - Present
Scotiabank August 2014 - April 2015
Edward Jones August 2013 - August 2014
DOT Furniture March 2008 - August 2013
Skills
Sales, Retail, Sales Management, Marketing, Leadership, Inventory Management, Financial Planning, Financial Analysis, Business Development, Financial Reporting
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Graduate Certificate, Professional Accounting Practice
Seneca College of Applied Arts and Technology 2009 — 2011
Diploma, Business, General
Desjardins Financial Security Investments Inc. April 2015 - Present
Scotiabank August 2014 - April 2015
Edward Jones August 2013 - August 2014
DOT Furniture March 2008 - August 2013
Skills
Sales, Retail, Sales Management, Marketing, Leadership, Inventory Management, Financial Planning, Financial Analysis, Business Development, Financial Reporting
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Graduate Certificate, Professional Accounting Practice
Seneca College of Applied Arts and Technology 2009 — 2011
Diploma, Business, General
Magan Arnold's Edward Jones Experience August 2003 - May 2007
Job Accounts Payable at Strutton Plumbing Co Inc
Industry Construction
Experience
Strutton Plumbing Co Inc October 2013 - Present
Fire and Life Safety America July 2009 - November 2009
Winkelmann Asset Management Inc June 2007 - May 2009
Edward Jones August 2003 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, 10 Key, Accounts Payable, Payroll, Accounts Receivable, Time Management
Education
Sam Houston State University 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
Sam Houston State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Fiance
Strutton Plumbing Co Inc October 2013 - Present
Fire and Life Safety America July 2009 - November 2009
Winkelmann Asset Management Inc June 2007 - May 2009
Edward Jones August 2003 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, 10 Key, Accounts Payable, Payroll, Accounts Receivable, Time Management
Education
Sam Houston State University 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
Sam Houston State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Fiance
Candace Linhardt's Edward Jones Experience January 2006 - Present
Job Senior System Administrator
Industry Financial Services
Experience
Edward Jones January 2006 - Present
Edward Jones September 2003 - January 2006
Edward Jones June 2001 - September 2003
A.G. Edwards Inc February 2001 - May 2001
Maritz July 1997 - February 2001
Data Careers Personnel December 1996 - March 1997
San Diego Sheriff's Department May 1996 - December 1996
Target July 1994 - May 1996
United States Marine Corps June 1991 - July 1994
Skills
PeopleSoft, SDLC, Business Analysis, Visio, Disaster Recovery, Risk Management, Process Improvement, SQL, Access, Vendor Management, Portfolio Management, SharePoint, Requirements Analysis, Requirements Gathering, Project Management, Financial Services, Data Warehousing, Business Intelligence, Databases, Banking
Education
University of Missouri-Saint Louis 1997 — 2001
Bachelor of Science (BS), Management Information Systems, General
San Diego City College 1994 — 1997
Edward Jones January 2006 - Present
Edward Jones September 2003 - January 2006
Edward Jones June 2001 - September 2003
A.G. Edwards Inc February 2001 - May 2001
Maritz July 1997 - February 2001
Data Careers Personnel December 1996 - March 1997
San Diego Sheriff's Department May 1996 - December 1996
Target July 1994 - May 1996
United States Marine Corps June 1991 - July 1994
Skills
PeopleSoft, SDLC, Business Analysis, Visio, Disaster Recovery, Risk Management, Process Improvement, SQL, Access, Vendor Management, Portfolio Management, SharePoint, Requirements Analysis, Requirements Gathering, Project Management, Financial Services, Data Warehousing, Business Intelligence, Databases, Banking
Education
University of Missouri-Saint Louis 1997 — 2001
Bachelor of Science (BS), Management Information Systems, General
San Diego City College 1994 — 1997
Janice Ling's Edward Jones Experience January 2003 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2003 - Present
Edward Jones January 2003 - Present
Routt County, Colorado June 2000 - January 2003
DeLand Police Department January 1988 - May 2000
Altamonte Springs/Longwood/Lake Helen Police Departments January 1973 - December 1987
Skills
Enforcement, Police, Emergency Management, Public Safety, Administration, Protection, Retirement, Uniform Combined State..., Budgets, Bookkeeping, Data Analysis, Research
Education
Seminole Community College 1970 — 1972
Associate's degree, Criminal Justice/Police Science
Daytona Beach College and University of Phoenix 1986 — 2000
Bachelor's degree, Criminal Justice / Business and Organizational Management
Edward Jones January 2003 - Present
Edward Jones January 2003 - Present
Routt County, Colorado June 2000 - January 2003
DeLand Police Department January 1988 - May 2000
Altamonte Springs/Longwood/Lake Helen Police Departments January 1973 - December 1987
Skills
Enforcement, Police, Emergency Management, Public Safety, Administration, Protection, Retirement, Uniform Combined State..., Budgets, Bookkeeping, Data Analysis, Research
Education
Seminole Community College 1970 — 1972
Associate's degree, Criminal Justice/Police Science
Daytona Beach College and University of Phoenix 1986 — 2000
Bachelor's degree, Criminal Justice / Business and Organizational Management
Doreen Meisch's Edward Jones Experience 2000 - Present
Job Office admin
Industry Financial Services
Experience
Edward Jones 2000 - Present
Skills
Office Administration
Education
San Joaquin Delta College
Associate's degree
Edward Jones 2000 - Present
Skills
Office Administration
Education
San Joaquin Delta College
Associate's degree
Bob Duffield's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Fidelity National Financial June 2003 - October 2007
Agilent Technologies July 2000 - October 2002
Education
Sonoma State University 1989 — 1991
Bachelor of Arts (B.A.), Business Administration/Finance
Santa Rosa Junior College 1979 — 1983
Associate of Arts (A.A.), Electrical and Electronics Engineering
Edward Jones August 2008 - Present
Fidelity National Financial June 2003 - October 2007
Agilent Technologies July 2000 - October 2002
Education
Sonoma State University 1989 — 1991
Bachelor of Arts (B.A.), Business Administration/Finance
Santa Rosa Junior College 1979 — 1983
Associate of Arts (A.A.), Electrical and Electronics Engineering
Susan Catherwood's Edward Jones Experience June 2010 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Performins Canada Inc/AFG Canada 2005 - 2010
Albanese Financial Group/ Investment Planning Counsel 2000 - 2005
Stonemoor Daycare Centres Inc. 1992 - 1999
Skills
Customer Service, Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Financial Services, Financial Planning, Marketing, Wealth Management
Education
Seneca College of Applied Arts and Technology
Early Childhood Education with Honours
Edward Jones June 2010 - Present
Performins Canada Inc/AFG Canada 2005 - 2010
Albanese Financial Group/ Investment Planning Counsel 2000 - 2005
Stonemoor Daycare Centres Inc. 1992 - 1999
Skills
Customer Service, Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Financial Services, Financial Planning, Marketing, Wealth Management
Education
Seneca College of Applied Arts and Technology
Early Childhood Education with Honours
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation