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
Jason Sells Jason Sells's Edward Jones Experience October 2010 - January 2013
Job Investment Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital January 2013 - Present
Edward Jones October 2010 - January 2013
State Farm January 2010 - August 2010
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Planning, Finance, Mutual Funds, Investments, Alternative Investments, Securities
Education
Ball State University 2008 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Grace College & Seminary 2006 — 2008
Business, Management, Marketing, and Related Support Services
Cole Capital January 2013 - Present
Edward Jones October 2010 - January 2013
State Farm January 2010 - August 2010
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Planning, Finance, Mutual Funds, Investments, Alternative Investments, Securities
Education
Ball State University 2008 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Grace College & Seminary 2006 — 2008
Business, Management, Marketing, and Related Support Services
Eric Wilkinson's Edward Jones Experience March 2013 - April 2014
Job Options Trader / Educator at Pro Trader Strategies
Industry Venture Capital & Private Equity
Experience
Pro Trader Strategies May 2015 - Present
Erc llc January 1992 - Present
FNEX April 2014 - January 2015
Edward Jones March 2013 - April 2014
Blue Group March 2010 - March 2013
optionMONSTERtv 2011 - February 2013
FAOOF.com August 2010 - February 2013
CNBC 2002 - 2013
CBOT/CME Member 1995 - 2012
SPERC inc llc April 1995 - January 2010
Skills
Commodity, Options, Trading, Technical Analysis, Derivatives, Financial Markets, Options Strategies, Investments, Market Analysis, Hedging, Risk Management, FINRA, Proprietary Trading, Trading Strategies, Precious Metals, Commodity Markets, Traders, Trading Systems, Equities, Energy, Volatility, Coffee, Corporate Finance, Softs, Fixed Income, Financial Analysis, Economics, Cocoa, Bloomberg, ETFs, Managed Futures, Arbitrage, Soft Commodities, Futures Straregies, Corn Options Trader, Corn Futures Trader, Fed Funds Broker, Fed Funds Trader, Commodities, Soybean Options..., Ags, Futures, Broker, Series 3, NFA certified, On Air Talent, OTC Markets, Energies, Wealth Management, Alternative Investments
Education
Ball State University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance
Pro Trader Strategies May 2015 - Present
Erc llc January 1992 - Present
FNEX April 2014 - January 2015
Edward Jones March 2013 - April 2014
Blue Group March 2010 - March 2013
optionMONSTERtv 2011 - February 2013
FAOOF.com August 2010 - February 2013
CNBC 2002 - 2013
CBOT/CME Member 1995 - 2012
SPERC inc llc April 1995 - January 2010
Skills
Commodity, Options, Trading, Technical Analysis, Derivatives, Financial Markets, Options Strategies, Investments, Market Analysis, Hedging, Risk Management, FINRA, Proprietary Trading, Trading Strategies, Precious Metals, Commodity Markets, Traders, Trading Systems, Equities, Energy, Volatility, Coffee, Corporate Finance, Softs, Fixed Income, Financial Analysis, Economics, Cocoa, Bloomberg, ETFs, Managed Futures, Arbitrage, Soft Commodities, Futures Straregies, Corn Options Trader, Corn Futures Trader, Fed Funds Broker, Fed Funds Trader, Commodities, Soybean Options..., Ags, Futures, Broker, Series 3, NFA certified, On Air Talent, OTC Markets, Energies, Wealth Management, Alternative Investments
Education
Ball State University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance
Francis J Duggan's Edward Jones Experience July 2009 - July 2010
Job Francis J Duggan | Sales Manager | Consultant | Sr. Account Executive | Money Expert | Entertainer | Author | Investor
Industry Internet
Experience
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Rachelle Wade's Edward Jones Experience 2000 - 2005
Job Blogger at Sassy Aspie Mom | Contributor at Autism Daily Newscast
Industry Publishing
Experience
Sassy Aspie Mom March 2013 - Present
Silpada Designs March 2006 - March 2013
House Hunter March 2011 - March 2012
Edward Jones 2000 - 2005
Elder-Beerman 1994 - 1998
Skills
Customer Service, Social Networking, Marketing, Social Media Marketing, Small Business, Sales, Community Outreach, Entrepreneurship, Marketing Strategy, Real Estate, Selling, Recruiting, Retail, Coaching, Training, Writing
Education
University of Evansville 1996 — 1998
Advertising and Marketing
Ball State University 1994 — 1996
Advertising in Journalism
Gibson Southern 1990 — 1994
Gibson Southern
Gibson Southern
Sassy Aspie Mom March 2013 - Present
Silpada Designs March 2006 - March 2013
House Hunter March 2011 - March 2012
Edward Jones 2000 - 2005
Elder-Beerman 1994 - 1998
Skills
Customer Service, Social Networking, Marketing, Social Media Marketing, Small Business, Sales, Community Outreach, Entrepreneurship, Marketing Strategy, Real Estate, Selling, Recruiting, Retail, Coaching, Training, Writing
Education
University of Evansville 1996 — 1998
Advertising and Marketing
Ball State University 1994 — 1996
Advertising in Journalism
Gibson Southern 1990 — 1994
Gibson Southern
Gibson Southern
Carol Kelling's Edward Jones Experience August 2013 - Present
Job Branch Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
carolkelling.com 2011 - Present
Peoria Unified School District January 2007 - August 2013
www.carenonline.com 2006 - April 2010
Creative Leather January 2000 - March 2005
Network Electronic Marketing May 1997 - June 1999
Interconnect Devices, Inc. July 1990 - September 1996
This End Up Furniture March 1987 - June 1990
Skills
Business Development, Business Process..., B2B, Customer Service, Customer Analysis, Customer Retention, Customer Satisfaction, Entrepreneurship, Hands-on Training, Coaching, Management, Marketing, Manufacturing Operations, Sales, Sales Operations, Strategic Planning, Sales Management, Sales Presentations, Vendor Relationships, Vendor Managed Inventory, Vendor Contracts, Training, Team Building, Lifestyle Coaching, Professional..., Retail, New Business Development, Operations Management, Client Development, Negotiation, International Sales, Profit Center Management, Public Speaking, Start-ups, Leadership Development, Small Business
Education
Institute for Integrative Nutrition 2011 — 2012
Certification, Holistic Health and Wellness Counseling
Baker University 1993 — 1996
Masters, Liberal Arts, 3.8
University of Missouri-Columbia 1981 — 1985
Bachelors, Textiles and Merchandising and Business Administration
University of Phoenix
Edward Jones August 2013 - Present
carolkelling.com 2011 - Present
Peoria Unified School District January 2007 - August 2013
www.carenonline.com 2006 - April 2010
Creative Leather January 2000 - March 2005
Network Electronic Marketing May 1997 - June 1999
Interconnect Devices, Inc. July 1990 - September 1996
This End Up Furniture March 1987 - June 1990
Skills
Business Development, Business Process..., B2B, Customer Service, Customer Analysis, Customer Retention, Customer Satisfaction, Entrepreneurship, Hands-on Training, Coaching, Management, Marketing, Manufacturing Operations, Sales, Sales Operations, Strategic Planning, Sales Management, Sales Presentations, Vendor Relationships, Vendor Managed Inventory, Vendor Contracts, Training, Team Building, Lifestyle Coaching, Professional..., Retail, New Business Development, Operations Management, Client Development, Negotiation, International Sales, Profit Center Management, Public Speaking, Start-ups, Leadership Development, Small Business
Education
Institute for Integrative Nutrition 2011 — 2012
Certification, Holistic Health and Wellness Counseling
Baker University 1993 — 1996
Masters, Liberal Arts, 3.8
University of Missouri-Columbia 1981 — 1985
Bachelors, Textiles and Merchandising and Business Administration
University of Phoenix
Jeff Binkley's Edward Jones Experience 2008 - October 2010
Job Founder and Managing Director
Industry Investment Management
Experience
Leadership Hendricks County December 2011 - Present
Binkley Wealth Management Group October 2010 - Present
Avon Optimists Club October 2010 - Present
Hendricks County Arts Council January 2010 - Present
Hendricks County Community Foundation October 2010 - August 2012
Edward Jones 2008 - October 2010
Charles Schwab & Company 1995 - 2008
Prudential Securities 1993 - 1995
Skills
Public Speaking, Creative Writer, ETFs, Series 7, Small Business, Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Portfolio Management, Mutual Funds, Retirement, Wealth Management, Leadership, Investments, Financial Advisory, Financial Services, Management, CRM, Finance, Asset Management, Selling, Nonprofits, Board of Directors, Board Development, Fundraising, Community Foundations, Visual Arts, Performing Arts, Music Performance, Life Insurance, Employee Benefits, Program Management, Series 63, Entrepreneurship, Investment Strategies, Asset Allocation, Investment Advisory, Term Life Insurance, Disability Insurance, 401k, Securities, Estate Planning, IRAs, Funding, FINRA, Options, Health Insurance, Mortgage Lending
Education
ITT Technical Institute 1997 — 1999
MS, Project Management
Ball State University 1985 — 1989
BS, Music Education
Leadership Hendricks County December 2011 - Present
Binkley Wealth Management Group October 2010 - Present
Avon Optimists Club October 2010 - Present
Hendricks County Arts Council January 2010 - Present
Hendricks County Community Foundation October 2010 - August 2012
Edward Jones 2008 - October 2010
Charles Schwab & Company 1995 - 2008
Prudential Securities 1993 - 1995
Skills
Public Speaking, Creative Writer, ETFs, Series 7, Small Business, Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Portfolio Management, Mutual Funds, Retirement, Wealth Management, Leadership, Investments, Financial Advisory, Financial Services, Management, CRM, Finance, Asset Management, Selling, Nonprofits, Board of Directors, Board Development, Fundraising, Community Foundations, Visual Arts, Performing Arts, Music Performance, Life Insurance, Employee Benefits, Program Management, Series 63, Entrepreneurship, Investment Strategies, Asset Allocation, Investment Advisory, Term Life Insurance, Disability Insurance, 401k, Securities, Estate Planning, IRAs, Funding, FINRA, Options, Health Insurance, Mortgage Lending
Education
ITT Technical Institute 1997 — 1999
MS, Project Management
Ball State University 1985 — 1989
BS, Music Education
Aaron Dunn Aaron Dunn's Edward Jones Experience March 2009 - September 2009
Job Technology Sales Executive & Consultant | Social Media Strategist | Startup Enthusiast | Master Networker & Connector
Industry Marketing and Advertising
Experience
Social Commerce Startup (Currently in Stealth Mode) December 2012 - Present
Line Masters September 2012 - Present
Connective hub Dallas August 2012 - Present
GeekMeet March 2012 - Present
Ogilvie Innovations October 2012 - February 2013
Solutia Consulting October 2011 - August 2012
Cecile Fernandez for Dallas County Commissioner - District 1 January 2012 - June 2012
Solutia Consulting at Texas Capital Bank June 2011 - October 2011
New York Life Insurance Company October 2009 - February 2011
Edward Jones March 2009 - September 2009
Skills
Business Requirements..., Functional Requirements..., Technical Design, Test Planning &..., Business Analysis, Leadership, Communication, Facilitation, Testing, Business Development, Prospecting, Pre-Sales, Social Media Strategy, Social Media Marketing, Internet Marketing, Personal Branding, Digital Branding, Customer Relationship..., Public Relations, Partnership Development, Mobile Strategy, Project Implementation, Technology..., Coworking, Networking, Gap Analysis, Building Relationships, Building Rapport, Connecting People, Business, Business Requirements, CRM, Start-ups, Strategy, Partnerships, Management, Social Networking, Sales, SEO, Lead Generation, Strategic Partnerships, Analysis, Consulting, Telecommunications, Business Strategy, Small Business, Marketing, Executive Management, Social Media, Web Marketing
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Management Information Systems, Entrepreneurship
Baylor University 1995 — 2000
BBA, Baylor Interdisciplinary Core (Inaugural Class)
Social Commerce Startup (Currently in Stealth Mode) December 2012 - Present
Line Masters September 2012 - Present
Connective hub Dallas August 2012 - Present
GeekMeet March 2012 - Present
Ogilvie Innovations October 2012 - February 2013
Solutia Consulting October 2011 - August 2012
Cecile Fernandez for Dallas County Commissioner - District 1 January 2012 - June 2012
Solutia Consulting at Texas Capital Bank June 2011 - October 2011
New York Life Insurance Company October 2009 - February 2011
Edward Jones March 2009 - September 2009
Skills
Business Requirements..., Functional Requirements..., Technical Design, Test Planning &..., Business Analysis, Leadership, Communication, Facilitation, Testing, Business Development, Prospecting, Pre-Sales, Social Media Strategy, Social Media Marketing, Internet Marketing, Personal Branding, Digital Branding, Customer Relationship..., Public Relations, Partnership Development, Mobile Strategy, Project Implementation, Technology..., Coworking, Networking, Gap Analysis, Building Relationships, Building Rapport, Connecting People, Business, Business Requirements, CRM, Start-ups, Strategy, Partnerships, Management, Social Networking, Sales, SEO, Lead Generation, Strategic Partnerships, Analysis, Consulting, Telecommunications, Business Strategy, Small Business, Marketing, Executive Management, Social Media, Web Marketing
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Management Information Systems, Entrepreneurship
Baylor University 1995 — 2000
BBA, Baylor Interdisciplinary Core (Inaugural Class)
Vicky Laborde, CFP®, AAMS®'s Edward Jones Experience January 2009 - July 2014
Job Certified Financial Planner (TM) at Besselman & Associates
Industry Financial Services
Experience
Besselman & Associates August 2014 - Present
Edward Jones January 2009 - July 2014
Skills
Financial Planning and...
Education
Ball State University 1992 — 1994
Master of Arts (MA), Communication & Consulting
Ball State University - College of Business 1988 — 1992
Bachelor of Science (BS), Business
Besselman & Associates August 2014 - Present
Edward Jones January 2009 - July 2014
Skills
Financial Planning and...
Education
Ball State University 1992 — 1994
Master of Arts (MA), Communication & Consulting
Ball State University - College of Business 1988 — 1992
Bachelor of Science (BS), Business
Calen Johnson Calen Johnson's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Edward Jones July 2009 - January 2014
Skills
Customer Service, Market Research, Marketing Research, Outlook, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Public Speaking, Sales
Education
Azusa Pacific University 2006 — 2010
Bachelors, Business Administration
Edward Jones January 2014 - Present
Edward Jones July 2009 - January 2014
Skills
Customer Service, Market Research, Marketing Research, Outlook, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, Public Speaking, Sales
Education
Azusa Pacific University 2006 — 2010
Bachelors, Business Administration
Jennifer Mark's Edward Jones Experience December 2008 - May 2011
Job Client Service Manager at Juhnke Financial Group
Industry Financial Services
Experience
Juhnke Financial Group, a private wealth advisory practice of Ameriprise Financial November 2012 - Present
Yoder Financial Group May 2011 - November 2012
NFP May 2011 - November 2012
Edward Jones December 2008 - May 2011
KC Creative Advertising May 2006 - June 2008
Cox Media May 2003 - December 2005
Skills
Series 6 Securities..., Securities, Insurance, Investments, Mutual Funds, Sales, Marketing, Customer Service, Series 6, Series 7, Series 66, Retirement, Asset Allocation, Wealth Management, Life Insurance, Uniform Combined State..., Leadership, Advertising, Social Media, Social Media Marketing, Management
Education
Baker University 2006 — 2010
Bachelor of Business Administration (BBA), Business, Magna Cum Laude
Juhnke Financial Group, a private wealth advisory practice of Ameriprise Financial November 2012 - Present
Yoder Financial Group May 2011 - November 2012
NFP May 2011 - November 2012
Edward Jones December 2008 - May 2011
KC Creative Advertising May 2006 - June 2008
Cox Media May 2003 - December 2005
Skills
Series 6 Securities..., Securities, Insurance, Investments, Mutual Funds, Sales, Marketing, Customer Service, Series 6, Series 7, Series 66, Retirement, Asset Allocation, Wealth Management, Life Insurance, Uniform Combined State..., Leadership, Advertising, Social Media, Social Media Marketing, Management
Education
Baker University 2006 — 2010
Bachelor of Business Administration (BBA), Business, Magna Cum Laude
Brent Ewert's Edward Jones Experience June 2000 - January 2005
Job Financial Advisor at Community Financial Services Group
Industry Financial Services
Experience
Community Financial Services Group January 2005 - Present
Belton Regional Medical Center 2012 - Present
Raymore Chamber of Commerce 2013 - 2014
Raymore Chamber of Commerce 2006 - 2007
Edward Jones June 2000 - January 2005
Raymore-Peculiar Citizens for Children Committee 2003 - 2005
World Information Network 1995 - 2005
Raymore Citizen's Advisory Board on Annexation 2003 - 2004
American Century Investments 1990 - 2000
Skills
Mutual Funds, Series 63, Series 7, 401k, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Fixed Annuities, Estate Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Finance, Portfolio Management, Insurance, Variable Annuities, Life Insurance, Endowments, Series 6, FINRA, Series 24, 401k Rollovers, Long-term Care, Asset Managment, Equities, Fixed Income, Investment Management, Financial Services, Series 65, Securities, Asset Management, ETFs, Relationship Management, Pensions, Long Term Care Insurance, IRAs, Defined Benefit, Alternative Investments, Wealth Accumulation
Education
University of Missouri-Kansas City 1982 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Avila University 1981 — 1982
Communication and Media Studies
Community Financial Services Group January 2005 - Present
Belton Regional Medical Center 2012 - Present
Raymore Chamber of Commerce 2013 - 2014
Raymore Chamber of Commerce 2006 - 2007
Edward Jones June 2000 - January 2005
Raymore-Peculiar Citizens for Children Committee 2003 - 2005
World Information Network 1995 - 2005
Raymore Citizen's Advisory Board on Annexation 2003 - 2004
American Century Investments 1990 - 2000
Skills
Mutual Funds, Series 63, Series 7, 401k, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Fixed Annuities, Estate Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Finance, Portfolio Management, Insurance, Variable Annuities, Life Insurance, Endowments, Series 6, FINRA, Series 24, 401k Rollovers, Long-term Care, Asset Managment, Equities, Fixed Income, Investment Management, Financial Services, Series 65, Securities, Asset Management, ETFs, Relationship Management, Pensions, Long Term Care Insurance, IRAs, Defined Benefit, Alternative Investments, Wealth Accumulation
Education
University of Missouri-Kansas City 1982 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Avila University 1981 — 1982
Communication and Media Studies
Jennifer Sobier Jennifer Sobier's Edward Jones Experience August 2000 - August 2005
Job Agent at Jennifer Sobier State Farm
Industry Insurance
Experience
Jennifer Sobier State Farm March 2013 - Present
State Farm Insurance July 2012 - March 2013
State Farm Insurance August 2005 - July 2012
Edward Jones August 2000 - August 2005
Skills
Insurance, Life Insurance, Term Life Insurance, Universal Life, Umbrella Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Life & Health Insurance..., Customer Service, Commercial Insurance, Series 6, Long Term Care Insurance, Outlook, Retirement Planning, Office Management, Employee Benefits, Underwriting, Series 63
Education
Baker College of Clinton Township 1997 — 2001
Associate of Business, Marketing/Marketing Management, General
Jennifer Sobier State Farm March 2013 - Present
State Farm Insurance July 2012 - March 2013
State Farm Insurance August 2005 - July 2012
Edward Jones August 2000 - August 2005
Skills
Insurance, Life Insurance, Term Life Insurance, Universal Life, Umbrella Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Life & Health Insurance..., Customer Service, Commercial Insurance, Series 6, Long Term Care Insurance, Outlook, Retirement Planning, Office Management, Employee Benefits, Underwriting, Series 63
Education
Baker College of Clinton Township 1997 — 2001
Associate of Business, Marketing/Marketing Management, General
John Fiore's Edward Jones Experience July 2015 - Present
Job Studying to be a Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Time Warner Cable June 2013 - July 2015
City of Eudora April 2011 - May 2015
Knology October 2010 - May 2013
Sunflower Broadband September 2008 - September 2010
Sunflower Broadband June 2007 - September 2008
Sunflower Broadband March 2001 - June 2007
Douglas County Sheriff's Dept 1999 - 2001
Lawrence Memorial Hospital 1998 - 1999
Skills
Contract Negotiations, Customer Service, WAN, GPON, Business Services, Contract Negotiation, PON, Sales, Broadband, Leadership, Management, Telecommunications, Project Management, Networking, Direct Sales, Training, Competitive Analysis, Troubleshooting, Sales Operations, Customer Satisfaction, Call Centers, Selling, Budgets, Vendor Management, Security, Customer Retention, Team Building, Wireless, VoIP, DOCSIS, T1, Team Leadership, Telephony, Cable Television, Cabling, Ethernet, Sales Process
Education
Baker University 2008 — 2010
MBA
Kansas State University 1993 — 1997
BS, Sociology with Emphasis in Criminology
Edward Jones July 2015 - Present
Time Warner Cable June 2013 - July 2015
City of Eudora April 2011 - May 2015
Knology October 2010 - May 2013
Sunflower Broadband September 2008 - September 2010
Sunflower Broadband June 2007 - September 2008
Sunflower Broadband March 2001 - June 2007
Douglas County Sheriff's Dept 1999 - 2001
Lawrence Memorial Hospital 1998 - 1999
Skills
Contract Negotiations, Customer Service, WAN, GPON, Business Services, Contract Negotiation, PON, Sales, Broadband, Leadership, Management, Telecommunications, Project Management, Networking, Direct Sales, Training, Competitive Analysis, Troubleshooting, Sales Operations, Customer Satisfaction, Call Centers, Selling, Budgets, Vendor Management, Security, Customer Retention, Team Building, Wireless, VoIP, DOCSIS, T1, Team Leadership, Telephony, Cable Television, Cabling, Ethernet, Sales Process
Education
Baker University 2008 — 2010
MBA
Kansas State University 1993 — 1997
BS, Sociology with Emphasis in Criminology
Sarah Dorer Sarah Dorer's Edward Jones Experience December 2008 - August 2009
Job Graduate Assistant at University of Mary HardinBaylor
Industry Real Estate
Experience
University of Mary Hardin-Baylor May 2015 - Present
Utopian Bartending January 2012 - Present
The Uptown Social December 2011 - September 2012
CJ's Bar and Grill September 2010 - December 2011
Imperia Restaurant April 2010 - September 2010
Edward Jones December 2008 - August 2009
HalfHourMeals.com July 2008 - October 2008
Main Street Homes March 2006 - September 2008
North American Title 2003 - 2005
Austin Title Company 2001 - 2003
Skills
SEO, PPC, Blogging, Customer Service, Social Media, Marketing Strategy, Facebook, Web Content, Sales, Editing, Social Networking, Event Planning, Marketing
Education
University of Mary Hardin Baylor 2013 — 2016
Master's degree, Clinical Mental Health Counseling, 4.0
Southwestern University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Austin Community College 2007 — 2009
University of Mary Hardin-Baylor May 2015 - Present
Utopian Bartending January 2012 - Present
The Uptown Social December 2011 - September 2012
CJ's Bar and Grill September 2010 - December 2011
Imperia Restaurant April 2010 - September 2010
Edward Jones December 2008 - August 2009
HalfHourMeals.com July 2008 - October 2008
Main Street Homes March 2006 - September 2008
North American Title 2003 - 2005
Austin Title Company 2001 - 2003
Skills
SEO, PPC, Blogging, Customer Service, Social Media, Marketing Strategy, Facebook, Web Content, Sales, Editing, Social Networking, Event Planning, Marketing
Education
University of Mary Hardin Baylor 2013 — 2016
Master's degree, Clinical Mental Health Counseling, 4.0
Southwestern University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Austin Community College 2007 — 2009
Marquise Shumpert's Edward Jones Experience June 2014 - Present
Job Nursing Simulation and Information Technology Center Graduate Assistant at Ball State University
Industry Information Technology and Services
Experience
Ball State University July 2015 - Present
Edward Jones June 2014 - Present
Ball State University June 2013 - May 2015
Pi Sigma Epsilon November 2013 - January 2015
Ball State University May 2013 - August 2013
City of St. Louis May 2011 - August 2011
Six Flags May 2009 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Sales, Data Entry, Volunteering, Filing, Organization, Collections, Cpr Certified, Cashiering, Telephone Skills, Finance, Program Management, Public Speaking, Customer Service, Teamwork, Leadership, Microsoft Office, Social Media, Social Networking, Time Management
Education
Ball State University 2015 — 2016
Master’s Degree, Information and Communication Sciences
Ball State University - College of Business 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, Senior
Hazelwood Central High School 2008 — 2011
Ball State University July 2015 - Present
Edward Jones June 2014 - Present
Ball State University June 2013 - May 2015
Pi Sigma Epsilon November 2013 - January 2015
Ball State University May 2013 - August 2013
City of St. Louis May 2011 - August 2011
Six Flags May 2009 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Sales, Data Entry, Volunteering, Filing, Organization, Collections, Cpr Certified, Cashiering, Telephone Skills, Finance, Program Management, Public Speaking, Customer Service, Teamwork, Leadership, Microsoft Office, Social Media, Social Networking, Time Management
Education
Ball State University 2015 — 2016
Master’s Degree, Information and Communication Sciences
Ball State University - College of Business 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, Senior
Hazelwood Central High School 2008 — 2011
James Magee James Magee's Edward Jones Experience October 2013 - Present
Job Edward Jones at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Equity Trust Company June 2009 - September 2013
Skills
Leadership, Finance, Marketing, Microsoft Office, Salesforce.com
Education
Baldwin Wallace University 2005 — 2009
Bachelor of Arts (BA), Finance and Business Administration
Edward Jones October 2013 - Present
Equity Trust Company June 2009 - September 2013
Skills
Leadership, Finance, Marketing, Microsoft Office, Salesforce.com
Education
Baldwin Wallace University 2005 — 2009
Bachelor of Arts (BA), Finance and Business Administration
Greg David's Edward Jones Experience 2000 - 2005
Job Founding Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Denise Lons Denise Lons's Edward Jones Experience April 2008 - March 2011
Job Customer Service Sales Representative at Sales Customer Service Representative
Industry Machinery
Experience
Sales Customer Service Representative February 2015 - Present
Michigan Business Connection March 2011 - February 2015
Edward Jones April 2008 - March 2011
Fifth Third Bank February 2006 - May 2007
LaSalle Bank Member ABN Amro April 2002 - February 2006
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Financial Analysis, Banking, Microsoft Office, Analysis, Administrative..., Finance, Outlook, Insurance, Strategic Financial..., Spreadsheets, Accounts Payable, Commercial Banking, Cash Management, Accounting, Accounts Receivable
Education
Baker College of Jackson
Bachelor of Arts (B.A.)
Jackson Community College
Associate of Arts (A.A.)
Sales Customer Service Representative February 2015 - Present
Michigan Business Connection March 2011 - February 2015
Edward Jones April 2008 - March 2011
Fifth Third Bank February 2006 - May 2007
LaSalle Bank Member ABN Amro April 2002 - February 2006
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Financial Analysis, Banking, Microsoft Office, Analysis, Administrative..., Finance, Outlook, Insurance, Strategic Financial..., Spreadsheets, Accounts Payable, Commercial Banking, Cash Management, Accounting, Accounts Receivable
Education
Baker College of Jackson
Bachelor of Arts (B.A.)
Jackson Community College
Associate of Arts (A.A.)
Aanchal Sethi's Edward Jones Experience February 2015 - Present
Job Helping corporations develop and grow productive workforce
Industry Professional Training & Coaching
Experience
Edward Jones February 2015 - Present
Velocity Partners April 2012 - Present
Pragati Leadership Institute April 2010 - April 2012
Citizens Bank March 2005 - March 2007
Skills
Training, Leadership Development, Team Management, Leadership, Project Planning, Public Speaking, Program Management, MBTI, Team Building, Executive Coaching, Organizational..., Performance Management, Soft Skills, Management Development, Employee Engagement, Workshop Facilitation, Management
Education
Baldwin-Wallace College 2001 — 2002
MBA
MDU 1999 — 2001
Bachelor's Degree, Education, Mathematics, Economics
Miranda House, Delhi University 1995 — 1998
B.A(Hons), Mathematics
Edward Jones February 2015 - Present
Velocity Partners April 2012 - Present
Pragati Leadership Institute April 2010 - April 2012
Citizens Bank March 2005 - March 2007
Skills
Training, Leadership Development, Team Management, Leadership, Project Planning, Public Speaking, Program Management, MBTI, Team Building, Executive Coaching, Organizational..., Performance Management, Soft Skills, Management Development, Employee Engagement, Workshop Facilitation, Management
Education
Baldwin-Wallace College 2001 — 2002
MBA
MDU 1999 — 2001
Bachelor's Degree, Education, Mathematics, Economics
Miranda House, Delhi University 1995 — 1998
B.A(Hons), Mathematics
Connie Garrison Connie Garrison's Edward Jones Experience July 2009 - Present
Job On Call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Flour Bluff I.S.D. August 1976 - June 2008
Skills
Public Speaking, Teaching, Customer Service, Strategic Planning, PowerPoint, Event Planning, Microsoft Word, Team Building, Sales, Microsoft Office, Microsoft Excel, Research, Public Relations, Social Media
Education
Baylor University 1972 — 1976
Bachelor of Science (BS), Elementary Education and Teaching, 1-8
Baylor University 1972 — 1976
Bachelor of Science (BS), Elementary Education and Teaching, 1-8
Edward Jones July 2009 - Present
Flour Bluff I.S.D. August 1976 - June 2008
Skills
Public Speaking, Teaching, Customer Service, Strategic Planning, PowerPoint, Event Planning, Microsoft Word, Team Building, Sales, Microsoft Office, Microsoft Excel, Research, Public Relations, Social Media
Education
Baylor University 1972 — 1976
Bachelor of Science (BS), Elementary Education and Teaching, 1-8
Baylor University 1972 — 1976
Bachelor of Science (BS), Elementary Education and Teaching, 1-8
Janet Dayawon's Edward Jones Experience 2005 - 2005
Job
Industry Apparel & Fashion
Experience
PolyOne 2012 - 2013
Silgan Plastics 2010 - 2011
Enterprise Holdings Inc. 2008 - 2010
Enterprise Holdings 2006 - 2008
Edward Jones 2005 - 2005
Monsanto Company 2004 - 2004
Skills
Customer Service, Fundraising, Inventory Management, Non-profits, Event Management, Leadership, Microsoft Word, Market Research, Management, Nonprofits, Pricing, Project Planning, Strategic Planning, Business Planning, Recruiting, Training, Sales, Analysis, Project Management, Social Media Marketing, Marketing, Marketing Strategy, Business Strategy, Event Planning, Budgets, Leadership Development, Strategy, Team Building, Account Management, Forecasting, Contract Negotiation, Process Improvement, Human Resources, Product Marketing, Business Development, Sales Management, Competitive Analysis, Customer Satisfaction, Operations Management, Cross-functional Team..., Negotiation, Manufacturing, New Business Development, Product Development, Team Leadership, Purchasing, Data Analysis, Sales Operations, Sales Process, Key Account Management
Education
Barry University 2006 — 2010
MBA, Management, 3.6 GPA
Saint Louis University
B.A., Psychology
PolyOne 2012 - 2013
Silgan Plastics 2010 - 2011
Enterprise Holdings Inc. 2008 - 2010
Enterprise Holdings 2006 - 2008
Edward Jones 2005 - 2005
Monsanto Company 2004 - 2004
Skills
Customer Service, Fundraising, Inventory Management, Non-profits, Event Management, Leadership, Microsoft Word, Market Research, Management, Nonprofits, Pricing, Project Planning, Strategic Planning, Business Planning, Recruiting, Training, Sales, Analysis, Project Management, Social Media Marketing, Marketing, Marketing Strategy, Business Strategy, Event Planning, Budgets, Leadership Development, Strategy, Team Building, Account Management, Forecasting, Contract Negotiation, Process Improvement, Human Resources, Product Marketing, Business Development, Sales Management, Competitive Analysis, Customer Satisfaction, Operations Management, Cross-functional Team..., Negotiation, Manufacturing, New Business Development, Product Development, Team Leadership, Purchasing, Data Analysis, Sales Operations, Sales Process, Key Account Management
Education
Barry University 2006 — 2010
MBA, Management, 3.6 GPA
Saint Louis University
B.A., Psychology
Ashley Smiley Ashley Smiley's Edward Jones Experience December 2013 - July 2014
Job Mental Health Technician at Green Oaks Hospital
Industry Hospital & Health Care
Experience
Green Oaks Hospital March 2015 - Present
Schneider National July 2014 - February 2015
Edward Jones December 2013 - July 2014
Vector Marketing May 2012 - August 2013
Baylor University July 2011 - August 2011
Skills
Time Management, Sales, Direct Sales, Sales Presentations, PowerPoint, Social Networking, Facebook, Customer Service, Microsoft Word, Telephone Skills, Leadership, Marketing, Critical Thinking, Social Media, Teamwork, Microsoft Excel, Event Planning, Microsoft Office, Public Speaking
Education
Baylor University 2010 — 2014
Bachelor of Science (BS), Psychology
Green Oaks Hospital March 2015 - Present
Schneider National July 2014 - February 2015
Edward Jones December 2013 - July 2014
Vector Marketing May 2012 - August 2013
Baylor University July 2011 - August 2011
Skills
Time Management, Sales, Direct Sales, Sales Presentations, PowerPoint, Social Networking, Facebook, Customer Service, Microsoft Word, Telephone Skills, Leadership, Marketing, Critical Thinking, Social Media, Teamwork, Microsoft Excel, Event Planning, Microsoft Office, Public Speaking
Education
Baylor University 2010 — 2014
Bachelor of Science (BS), Psychology
James Clay James Clay's Edward Jones Experience January 2010 - August 2012
Job Financial Advisor, CUSO Financial Services, L.P. at Fort Campbell Federal Credit Union
Industry Financial Services
Experience
Fort Campbell Federal Credit Union January 2014 - Present
U.S. Bancorp Investments, Inc. August 2012 - December 2013
Edward Jones January 2010 - August 2012
Gannett November 2002 - November 2009
Dell October 2001 - November 2002
Skills
Series 7, Series 66, Life Insurance, Retirement Planning, IRAs, Retirement, 401k Rollovers, Wealth Accumulation, Roth IRA, College Savings Plans, 529 Plans, Stocks, Tax Free Income, Saving for Education, Estate Planning, Wealth Management
Education
Austin Peay State University 1990 — 2002
Accounting and Finance
The University of Tennessee at Chattanooga 1989 — 1990
Accounting and Finance
Fort Campbell Federal Credit Union January 2014 - Present
U.S. Bancorp Investments, Inc. August 2012 - December 2013
Edward Jones January 2010 - August 2012
Gannett November 2002 - November 2009
Dell October 2001 - November 2002
Skills
Series 7, Series 66, Life Insurance, Retirement Planning, IRAs, Retirement, 401k Rollovers, Wealth Accumulation, Roth IRA, College Savings Plans, 529 Plans, Stocks, Tax Free Income, Saving for Education, Estate Planning, Wealth Management
Education
Austin Peay State University 1990 — 2002
Accounting and Finance
The University of Tennessee at Chattanooga 1989 — 1990
Accounting and Finance
Ryan Chenier Ryan Chenier's Edward Jones Experience June 2006 - August 2007
Job Sr. Operational Support at Bradford Company
Industry Higher Education
Experience
Bradford Company March 2014 - Present
GFT Markets November 2008 - March 2014
Raymond James Financial Inc. September 2007 - November 2008
Edward Jones June 2006 - August 2007
Skills
Salesforce.com, Customer Service, Sales, FX trading, Equities, Microsoft Office, MetaTrader, 401k, IRAs, Roth IRA, Municipal Bonds, Customer Retention, Risk Management, FX Trading
Education
Northern Michigan University 2004 — 2006
Bachelor of Science (B.S.), Major: Entertainment and Sports Promotion. Minor: Business Administration
Bay de Noc Community College 2002 — 2004
Bradford Company March 2014 - Present
GFT Markets November 2008 - March 2014
Raymond James Financial Inc. September 2007 - November 2008
Edward Jones June 2006 - August 2007
Skills
Salesforce.com, Customer Service, Sales, FX trading, Equities, Microsoft Office, MetaTrader, 401k, IRAs, Roth IRA, Municipal Bonds, Customer Retention, Risk Management, FX Trading
Education
Northern Michigan University 2004 — 2006
Bachelor of Science (B.S.), Major: Entertainment and Sports Promotion. Minor: Business Administration
Bay de Noc Community College 2002 — 2004
Amber Massara, MBA's Edward Jones Experience August 2008 - November 2008
Job Technical Recruiter at VantageLinks, LLC
Industry Staffing and Recruiting
Experience
VantageLinks, LLC December 2012 - Present
TechnoSmarts, Inc. January 2011 - December 2012
Farmers Insurance September 2009 - November 2010
Iron Data Solutions April 2003 - June 2009
Edward Jones August 2008 - November 2008
Skills
Customer Service, Recruiting, Microsoft Office, Project Management, Networking, Finance, Temporary Placement, Accounting, Marketing, Human Resources, Benefits Administration, Accounts Payable, Visio, Payroll, Government, Contract Management, System Administration, Security Clearance, Leadership, Account Management, Technical Recruiting, SDLC, Process Improvement, Management, Cold Calling, Interviews, Contract Negotiation, Applicant Tracking..., Staff Augmentation, Information Technology, CRM, Databases, Quality Assurance
Education
Avila University 2009 — 2011
MBA, Finance
Maryville University of Saint Louis 2005 — 2009
Bachelor of Science, Management
VantageLinks, LLC December 2012 - Present
TechnoSmarts, Inc. January 2011 - December 2012
Farmers Insurance September 2009 - November 2010
Iron Data Solutions April 2003 - June 2009
Edward Jones August 2008 - November 2008
Skills
Customer Service, Recruiting, Microsoft Office, Project Management, Networking, Finance, Temporary Placement, Accounting, Marketing, Human Resources, Benefits Administration, Accounts Payable, Visio, Payroll, Government, Contract Management, System Administration, Security Clearance, Leadership, Account Management, Technical Recruiting, SDLC, Process Improvement, Management, Cold Calling, Interviews, Contract Negotiation, Applicant Tracking..., Staff Augmentation, Information Technology, CRM, Databases, Quality Assurance
Education
Avila University 2009 — 2011
MBA, Finance
Maryville University of Saint Louis 2005 — 2009
Bachelor of Science, Management
Claren Englebreth's Edward Jones Experience September 2008 - December 2011
Job Financial Advisor, AAMS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Edward Jones September 2008 - December 2011
BB&T March 2006 - September 2008
Skills
Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, AAMS, Financial Advisory, Finance, Securities, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Allocation, Uniform Combined State...
Education
Barton College 1999 — 2001
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Meredith College 1997 — 1999
Fike High School 1993 — 1997
Wells Fargo Advisors December 2011 - Present
Edward Jones September 2008 - December 2011
BB&T March 2006 - September 2008
Skills
Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, AAMS, Financial Advisory, Finance, Securities, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Allocation, Uniform Combined State...
Education
Barton College 1999 — 2001
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Meredith College 1997 — 1999
Fike High School 1993 — 1997
Hannah Stacey Hannah Stacey's Edward Jones Experience January 2013 - Present
Job Student at Austin Peay State University
Industry
Experience
Edward Jones January 2013 - Present
Sylvan Learning June 2008 - October 2009
Skills
Organizational..., Time Management, Microsoft Office, Social Networking, Social Skills
Education
Austin Peay State University 2010 — 2014
Business Administration and Management, General
Edward Jones January 2013 - Present
Sylvan Learning June 2008 - October 2009
Skills
Organizational..., Time Management, Microsoft Office, Social Networking, Social Skills
Education
Austin Peay State University 2010 — 2014
Business Administration and Management, General
Dawn Koza Sevy Dawn Koza Sevy's Edward Jones Experience August 2014 - Present
Job Director Organizational Development at Edward Jones
Industry Management Consulting
Experience
Edward Jones August 2014 - Present
Korn/Ferry International April 2007 - August 2014
Capital H Group March 2006 - March 2007
SHL 2002 - 2006
Hay Group 1996 - 2002
Skills
Talent Management, Leadership Development, Organizational..., Succession Planning, Organizational..., Performance Management, 360 Feedback, Organizational Design, Human Resources, HR Consulting, Employee Engagement, Workshop Facilitation, Change Management, Coaching, Executive Coaching, Executive Development, Management Consulting, Career Development, Leadership, Human Capital, Culture Change, CRM, Management Development, Workforce Planning, MBTI, Strategic Planning
Education
Avila University 1989 — 1991
Master of Business Administration (MBA)
Union College (NE) 1981 — 1985
BS, Accounting and Management
Edward Jones August 2014 - Present
Korn/Ferry International April 2007 - August 2014
Capital H Group March 2006 - March 2007
SHL 2002 - 2006
Hay Group 1996 - 2002
Skills
Talent Management, Leadership Development, Organizational..., Succession Planning, Organizational..., Performance Management, 360 Feedback, Organizational Design, Human Resources, HR Consulting, Employee Engagement, Workshop Facilitation, Change Management, Coaching, Executive Coaching, Executive Development, Management Consulting, Career Development, Leadership, Human Capital, Culture Change, CRM, Management Development, Workforce Planning, MBTI, Strategic Planning
Education
Avila University 1989 — 1991
Master of Business Administration (MBA)
Union College (NE) 1981 — 1985
BS, Accounting and Management
Joel W. Foster's Edward Jones Experience May 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2011 - Present
UPS March 1985 - April 2010
Channel Home Centers January 1983 - July 1986
Skills
Business Strategy, Team Building, Strategic Financial..., Financial Analysis, Financial Reporting, Finance, Accounting, Managerial Finance, Cash Flow, Cost Accounting, Cash Flow Forecasting, Financial Accounting, Internal Controls, Financial Statements, General Ledger, Fixed Assets, Accounts Payable, Accounts Receivable, Cash Management, Small Business, Auditing, Budgets, Business Planning, Financial Modeling, Management, P, Risk Management, Forecasting
Education
Babson College 1977 — 1982
BS, Accounting & Finance
Edward Jones May 2011 - Present
UPS March 1985 - April 2010
Channel Home Centers January 1983 - July 1986
Skills
Business Strategy, Team Building, Strategic Financial..., Financial Analysis, Financial Reporting, Finance, Accounting, Managerial Finance, Cash Flow, Cost Accounting, Cash Flow Forecasting, Financial Accounting, Internal Controls, Financial Statements, General Ledger, Fixed Assets, Accounts Payable, Accounts Receivable, Cash Management, Small Business, Auditing, Budgets, Business Planning, Financial Modeling, Management, P, Risk Management, Forecasting
Education
Babson College 1977 — 1982
BS, Accounting & Finance
Nickie Gard's Edward Jones Experience September 1999 - October 2001
Job Driver Mentor and Recruiter at Lyft
Industry Individual & Family Services
Experience
Lyft March 2014 - Present
Assisted Transitions August 2007 - August 2012
Census Bureau January 2009 - June 2009
Seattle OB/GYN Group January 2004 - July 2006
J.A. Rusk Engineering January 1999 - January 2003
Edward Jones September 1999 - October 2001
Skills
Event Planning, Customer Service, Executive Support, Organization, Efficiency, Problem Solving, Time Management, Project Management, Project Coordination, Team Building, Long-term Care, Fundraising, Non-profits, Public Speaking, Leadership, Social Networking, Event Management, Supervisory Skills, Management, Leadership Development, Community Outreach, Marketing
Education
Avila University 1999 — 2002
Business Administration
Edmonds Community College
Event Planning
Avila University
Bachelor of Science, Business Administration
Lyft March 2014 - Present
Assisted Transitions August 2007 - August 2012
Census Bureau January 2009 - June 2009
Seattle OB/GYN Group January 2004 - July 2006
J.A. Rusk Engineering January 1999 - January 2003
Edward Jones September 1999 - October 2001
Skills
Event Planning, Customer Service, Executive Support, Organization, Efficiency, Problem Solving, Time Management, Project Management, Project Coordination, Team Building, Long-term Care, Fundraising, Non-profits, Public Speaking, Leadership, Social Networking, Event Management, Supervisory Skills, Management, Leadership Development, Community Outreach, Marketing
Education
Avila University 1999 — 2002
Business Administration
Edmonds Community College
Event Planning
Avila University
Bachelor of Science, Business Administration
Dean St Marie, CFP® Dean St Marie, CFP®'s Edward Jones Experience February 2008 - October 2011
Job Financial Advisor at St Marie Financial Advisors
Industry Financial Services
Experience
Brevard Transylvania Chamber of Commerce January 2014 - Present
St Marie Financial Advisors, LLC August 2013 - Present
TCArts Council June 2009 - August 2013
Brevard Chamber of Commerce January 2009 - December 2011
Edward Jones February 2008 - October 2011
Carolina Financial Group 1996 - 2007
Executive Planners 2002 - 2003
Skills
Investments, Financial Planning, Retirement Planning, Retirement, Wealth Management, Securities, Wealth, Retirement Income..., Small Business, Portfolio Management, Financial Advisory, Financial Goals, Strategic Financial..., Term Life Insurance, Investment Advisory, Mutual Funds, Uniform Combined State..., Finance, Options, FINRA, Investment Strategies, Financial Services, Investment Management, Life Insurance, Loans, Certified Financial..., Financial Planners, Disability Insurance, 401k, Fixed Annuities, Insurance, IRAs, Asset Allocation, Mortgage Lending, Series 7, Wealth Management..., Estate Planning
Education
Samford University 1999 — 2001
Barry University 1984 — 1986
BA, Business
Brevard Transylvania Chamber of Commerce January 2014 - Present
St Marie Financial Advisors, LLC August 2013 - Present
TCArts Council June 2009 - August 2013
Brevard Chamber of Commerce January 2009 - December 2011
Edward Jones February 2008 - October 2011
Carolina Financial Group 1996 - 2007
Executive Planners 2002 - 2003
Skills
Investments, Financial Planning, Retirement Planning, Retirement, Wealth Management, Securities, Wealth, Retirement Income..., Small Business, Portfolio Management, Financial Advisory, Financial Goals, Strategic Financial..., Term Life Insurance, Investment Advisory, Mutual Funds, Uniform Combined State..., Finance, Options, FINRA, Investment Strategies, Financial Services, Investment Management, Life Insurance, Loans, Certified Financial..., Financial Planners, Disability Insurance, 401k, Fixed Annuities, Insurance, IRAs, Asset Allocation, Mortgage Lending, Series 7, Wealth Management..., Estate Planning
Education
Samford University 1999 — 2001
Barry University 1984 — 1986
BA, Business
Richard Routie Richard Routie's Edward Jones Experience July 2008 - August 2010
Job President & Senior Pastor
Industry Religious Institutions
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
RCF Church and MarketPlace Ministries June 1995 - Present
Edward Jones July 2008 - August 2010
SIAC/NYSE 1993 - November 1998
Skills
Entrepreneurship, Training, Financial Analysis, Strategic Financial..., Budgets, Mentoring, Budgeting, Personal Finance
Education
Saint John's University 1994 — 1996
MBA, Finance
Baruch College 1990 — 1993
BBA, Accounting
Ameriprise Financial Services, Inc. May 2011 - Present
RCF Church and MarketPlace Ministries June 1995 - Present
Edward Jones July 2008 - August 2010
SIAC/NYSE 1993 - November 1998
Skills
Entrepreneurship, Training, Financial Analysis, Strategic Financial..., Budgets, Mentoring, Budgeting, Personal Finance
Education
Saint John's University 1994 — 1996
MBA, Finance
Baruch College 1990 — 1993
BBA, Accounting
Sue Mace's Edward Jones Experience April 2015 - Present
Job Curriculum Manager Team Leader, Branch Learning and Development at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
MaritzCX June 2014 - April 2015
Maritz Research November 2008 - May 2014
Maritz June 2008 - November 2008
Convergys Corp. May 2006 - February 2008
Convergys Corp. June 2000 - May 2006
Convergys June 1999 - June 2000
Maritz 1994 - 1999
Skills
Performance Management, Instructional Design, Change Management, Management Consulting, Employee Engagement, Organizational..., Training, Coaching, Leadership Development, Leadership, Onboarding, Workshop Facilitation, Market Research, Call Center Management, Vendor Management, Strategic Planning, Program Management, Call Centers, Process Improvement, Management, Operations Management, Cross-functional Team..., Customer Experience, Strategy, Call Center..., Talent Management, Customer Satisfaction, Organizational..., E-Learning, Employee Training, Performance Improvement, Team Leadership, Team Building, CRM, Employee Relations, Customer Retention, Recruiting, Survey Design, Time Management, Interviews, Training Delivery, Marketing Research, Management Development, Account Management, Analytics, Business Process..., Segmentation, Call Center Development, Quantitative Research, Contact Centers
Education
Ball State University
BS, Communications, Theatre
Southern Illinois University, Carbondale
MS, Communications
Edward Jones April 2015 - Present
MaritzCX June 2014 - April 2015
Maritz Research November 2008 - May 2014
Maritz June 2008 - November 2008
Convergys Corp. May 2006 - February 2008
Convergys Corp. June 2000 - May 2006
Convergys June 1999 - June 2000
Maritz 1994 - 1999
Skills
Performance Management, Instructional Design, Change Management, Management Consulting, Employee Engagement, Organizational..., Training, Coaching, Leadership Development, Leadership, Onboarding, Workshop Facilitation, Market Research, Call Center Management, Vendor Management, Strategic Planning, Program Management, Call Centers, Process Improvement, Management, Operations Management, Cross-functional Team..., Customer Experience, Strategy, Call Center..., Talent Management, Customer Satisfaction, Organizational..., E-Learning, Employee Training, Performance Improvement, Team Leadership, Team Building, CRM, Employee Relations, Customer Retention, Recruiting, Survey Design, Time Management, Interviews, Training Delivery, Marketing Research, Management Development, Account Management, Analytics, Business Process..., Segmentation, Call Center Development, Quantitative Research, Contact Centers
Education
Ball State University
BS, Communications, Theatre
Southern Illinois University, Carbondale
MS, Communications
Will Byrd CRPC®'s Edward Jones Experience January 2010 - 2010
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Merrill Lynch March 2011 - March 2013
Edward Jones January 2010 - 2010
Concur Technologies October 2008 - December 2009
American Express Corporate Services April 2001 - September 2008
American Express 1995 - 1997
American Express 1992 - 1995
Skills
Financial Advisor, Credit Cards, Expense Management, Strategic Partnerships, Insurance, Mortgage Lending, Retirement Planning, Stocks, Municipal Bonds, Bonds, Annuity Sales, Series 7, Special Needs Trusts, Investments, Series 66, B2B, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Sales Management, Financial Services, Asset Allocation, Sales, Finance, Business Development, Relationship Management, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning
Education
Southern Methodist University - Cox School of Business
Ball State University
B.S.
Shortridge
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Merrill Lynch March 2011 - March 2013
Edward Jones January 2010 - 2010
Concur Technologies October 2008 - December 2009
American Express Corporate Services April 2001 - September 2008
American Express 1995 - 1997
American Express 1992 - 1995
Skills
Financial Advisor, Credit Cards, Expense Management, Strategic Partnerships, Insurance, Mortgage Lending, Retirement Planning, Stocks, Municipal Bonds, Bonds, Annuity Sales, Series 7, Special Needs Trusts, Investments, Series 66, B2B, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Sales Management, Financial Services, Asset Allocation, Sales, Finance, Business Development, Relationship Management, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning
Education
Southern Methodist University - Cox School of Business
Ball State University
B.S.
Shortridge
Trent Reimschisel, CFP ® Trent Reimschisel, CFP ®'s Edward Jones Experience November 1998 - January 2008
Job Plan Manager Premier Accounts at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. August 2014 - Present
OneAmerica Financial Partners Inc. July 2013 - August 2014
Oxford Financial Services January 2008 - February 2012
Edward Jones November 1998 - January 2008
Skills
Financial Planning, Estate Planning, Financial Analysis, Investments, Cash Flow Management, Microsoft Office, Retirement Planning, Wealth Management, 401k Rollovers, Roth IRA, Strategic Financial..., Team Leadership, Portfolio Management, Asset Allocation, Series 7, Retirement, Mutual Funds, Finance, Financial Advisory, Cash Flow, Hedge Funds, Insurance, Financial Services, Alternative Investments, Private Equity, Investment Advisory, Investment Strategies, 401k, Series 63, Asset Management, Fixed Annuities, Securities, Equities, CRM, Loans, Life Insurance, Risk Management, Banking, Strategy, Cash Management, Personal Financial..., Management, Analysis, Disability Insurance, Financial Modeling, Term Life Insurance, Mergers & Acquisitions, Mortgage Lending, Health Insurance, Credit
Education
Taylor University 1995 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Ball State University 1982 — 1984
Bluffton High School
OneAmerica Financial Partners Inc. August 2014 - Present
OneAmerica Financial Partners Inc. July 2013 - August 2014
Oxford Financial Services January 2008 - February 2012
Edward Jones November 1998 - January 2008
Skills
Financial Planning, Estate Planning, Financial Analysis, Investments, Cash Flow Management, Microsoft Office, Retirement Planning, Wealth Management, 401k Rollovers, Roth IRA, Strategic Financial..., Team Leadership, Portfolio Management, Asset Allocation, Series 7, Retirement, Mutual Funds, Finance, Financial Advisory, Cash Flow, Hedge Funds, Insurance, Financial Services, Alternative Investments, Private Equity, Investment Advisory, Investment Strategies, 401k, Series 63, Asset Management, Fixed Annuities, Securities, Equities, CRM, Loans, Life Insurance, Risk Management, Banking, Strategy, Cash Management, Personal Financial..., Management, Analysis, Disability Insurance, Financial Modeling, Term Life Insurance, Mergers & Acquisitions, Mortgage Lending, Health Insurance, Credit
Education
Taylor University 1995 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Ball State University 1982 — 1984
Bluffton High School
Rebecca Million Rebecca Million's Edward Jones Experience June 2004 - November 2009
Job Owner at More Helping Hands
Industry Individual & Family Services
Experience
More Helping Hands April 2011 - Present
Edward Jones June 2004 - November 2009
Brazos Higher Education July 2002 - January 2004
Texas Department of Health January 1992 - January 2001
Cook-Joyce, Inc. January 1982 - January 1986
Education
St. Edward's University 1998 — 2000
Bachelor of Business Administration
Austin Community College
More Helping Hands April 2011 - Present
Edward Jones June 2004 - November 2009
Brazos Higher Education July 2002 - January 2004
Texas Department of Health January 1992 - January 2001
Cook-Joyce, Inc. January 1982 - January 1986
Education
St. Edward's University 1998 — 2000
Bachelor of Business Administration
Austin Community College
Jenna Moore's Edward Jones Experience July 2015 - Present
Job Recruiter at Edward Jones
Industry Staffing and Recruiting
Experience
Edward Jones July 2015 - Present
Skills
Recruiting, Human Resources, Customer Service, Social Media, Sales, Leadership, Microsoft Office, Training, PowerPoint, Time Management, Data Entry, Management, Coaching, New Hire Orientations, Microsoft Excel, Leadership Development, Applicant Tracking..., Resume Writing, Sourcing, HR Policies, Organizational..., RecruitMAX, CareerLister App, Boolean Searching, CareerBuilder, Monster, Dice.com, Jabber, Microsoft Office..., Cisco IP Communicator, Cisco Meeting Place, WebEx, I-9 Compliance, Networking, Sterling Direct..., Payroll Management, Meriam Financial..., HootSuite, Merlin, Virtual Edge, Interviews, Talent Acquisition
Education
Avila University 2006 — 2010
Middle School Education - Language Arts, Music
McCluer North High School 2002 — 2006
High School
Edward Jones July 2015 - Present
Skills
Recruiting, Human Resources, Customer Service, Social Media, Sales, Leadership, Microsoft Office, Training, PowerPoint, Time Management, Data Entry, Management, Coaching, New Hire Orientations, Microsoft Excel, Leadership Development, Applicant Tracking..., Resume Writing, Sourcing, HR Policies, Organizational..., RecruitMAX, CareerLister App, Boolean Searching, CareerBuilder, Monster, Dice.com, Jabber, Microsoft Office..., Cisco IP Communicator, Cisco Meeting Place, WebEx, I-9 Compliance, Networking, Sterling Direct..., Payroll Management, Meriam Financial..., HootSuite, Merlin, Virtual Edge, Interviews, Talent Acquisition
Education
Avila University 2006 — 2010
Middle School Education - Language Arts, Music
McCluer North High School 2002 — 2006
High School
Jason Orsky Jason Orsky's Edward Jones Experience May 2009 - August 2012
Job President at Jason M. Orsky Wealth Management specializing in Investments | Insurance | Retirement Planning
Industry Financial Services
Experience
Jason M. Orsky Wealth Management January 2014 - Present
The Union Club March 2015 - Present
Rocky River Chamber of Commerce 2013 - Present
Wells Fargo Advisors August 2012 - January 2014
Edward Jones May 2009 - August 2012
Blue Technologies February 2007 - March 2009
Square Cut Construction August 2005 - January 2007
Education
Baldwin Wallace University 2000 — 2002
Saint Edward High School 1996 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jason M. Orsky Wealth Management January 2014 - Present
The Union Club March 2015 - Present
Rocky River Chamber of Commerce 2013 - Present
Wells Fargo Advisors August 2012 - January 2014
Edward Jones May 2009 - August 2012
Blue Technologies February 2007 - March 2009
Square Cut Construction August 2005 - January 2007
Education
Baldwin Wallace University 2000 — 2002
Saint Edward High School 1996 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bryce Bagwill Bryce Bagwill's Edward Jones Experience June 1993 - May 1998
Job Media Storyteller
Industry Media Production
Experience
Joyce Meyer Ministries February 2006 - Present
Webster University March 2012 - Present
St. Louis Children's Hospital September 2013 - Present
1303 Systems 2010 - September 2014
Coolfire Studios 2005 - 2006
Grand Wailea May 2003 - May 2005
State Farm Insurance 1998 - 2003
Edward Jones June 1993 - May 1998
Mercury Productions May 1992 - June 1993
KYMC 87.7 FM February 1984 - August 1990
Skills
Production, Non-linear Editing, Editing, Video, Television, Video Production, Final Cut Pro, Media Production, Audio, Sound Design, Avid, Writing, Video Editing, Social Media, Mac, Copywriting, Music, Corporate Communications, Public Relations, Microsoft Office, Facebook, Public Speaking, Radio, Teaching, Marketing Communications, Creative Direction, Post Production, Budgeting, Problem Solving, Camera, Creative Development, New Business Development, Online Marketing, Photography, Digital Asset Management, MAM, iPhone, iPod, Firewire, Final Cut Studio, HD Video, Digital Media, Producing, Broadcast, Videography, Sound, Film
Education
Webster University 1995 — 1997
(nearly completed) Masters Degree, Interactive Media
Ball State University 1988 — 1992
Bachelor's Degree, Telecommunications
Joyce Meyer Ministries February 2006 - Present
Webster University March 2012 - Present
St. Louis Children's Hospital September 2013 - Present
1303 Systems 2010 - September 2014
Coolfire Studios 2005 - 2006
Grand Wailea May 2003 - May 2005
State Farm Insurance 1998 - 2003
Edward Jones June 1993 - May 1998
Mercury Productions May 1992 - June 1993
KYMC 87.7 FM February 1984 - August 1990
Skills
Production, Non-linear Editing, Editing, Video, Television, Video Production, Final Cut Pro, Media Production, Audio, Sound Design, Avid, Writing, Video Editing, Social Media, Mac, Copywriting, Music, Corporate Communications, Public Relations, Microsoft Office, Facebook, Public Speaking, Radio, Teaching, Marketing Communications, Creative Direction, Post Production, Budgeting, Problem Solving, Camera, Creative Development, New Business Development, Online Marketing, Photography, Digital Asset Management, MAM, iPhone, iPod, Firewire, Final Cut Studio, HD Video, Digital Media, Producing, Broadcast, Videography, Sound, Film
Education
Webster University 1995 — 1997
(nearly completed) Masters Degree, Interactive Media
Ball State University 1988 — 1992
Bachelor's Degree, Telecommunications
Cheryl Mansfield Cheryl Mansfield's Edward Jones Experience August 1994 - Present
Job Sr. Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1994 - Present
Skills
Insurance, Retirement, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Services, Series 7, Investment Advisory
Education
Barton College
Bachelor's degree, Marketing and Finance
Concordia University-St. Paul
History
Edward Jones August 1994 - Present
Skills
Insurance, Retirement, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Services, Series 7, Investment Advisory
Education
Barton College
Bachelor's degree, Marketing and Finance
Concordia University-St. Paul
History
Jamar Baker Jamar Baker's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones September 2013 - Present
Mott Community College 2013 - 2013
STRIVE Michigan March 2002 - December 2012
Ekos Computer Systems April 2000 - January 2006
Skills
Fundraising, Program Management, Grant Writing, Leadership, Leadership Development, Organizational..., Public Speaking, Motivational Speaking, Community Outreach, Youth Empowerment, Mentoring, Christian Ministry, Information Technology, Microsoft Office, Non-profits, Technology Guru, Career Counseling, Social Services, Resume Writing, Conflict Resolution, Recruiting, Community Development, Nonprofits, Volunteer Recruiting, Community Organizing, Program Development, Volunteer Management, Program Evaluation, Policy, Social Networking, Coaching, Strategic Planning, Youth Development, Research, Non-profit..., Case Managment, Event Management, Event Planning, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Finance, Peer Mentoring, Instructor-led Training, Spiritual Teacher, A+ Certified IT..., Employee Training, Career Opportunities, Human Resources
Education
Financial Industry Regulatory Authority
Series 7, General Securities Representative Exam
Financial Industry Regulatory Authority
Series 66, Uniform Combined State Law Exam
State of Michigan
Annuity License
State of Michigan
Life and Health Insurance License
Baker College Business and Corporate Services 2008 — 2012
Human Services, 3.75
The Center on Philanthropy at Indiana University
Certification, Principles & Techniques of Fundraising
New Horizons Computer Learning
Certification, CompTia A+
New Horizons Computer Learning
Certification, MOS Certified: Microsoft Office Specialist
Edward Jones September 2013 - Present
Mott Community College 2013 - 2013
STRIVE Michigan March 2002 - December 2012
Ekos Computer Systems April 2000 - January 2006
Skills
Fundraising, Program Management, Grant Writing, Leadership, Leadership Development, Organizational..., Public Speaking, Motivational Speaking, Community Outreach, Youth Empowerment, Mentoring, Christian Ministry, Information Technology, Microsoft Office, Non-profits, Technology Guru, Career Counseling, Social Services, Resume Writing, Conflict Resolution, Recruiting, Community Development, Nonprofits, Volunteer Recruiting, Community Organizing, Program Development, Volunteer Management, Program Evaluation, Policy, Social Networking, Coaching, Strategic Planning, Youth Development, Research, Non-profit..., Case Managment, Event Management, Event Planning, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Finance, Peer Mentoring, Instructor-led Training, Spiritual Teacher, A+ Certified IT..., Employee Training, Career Opportunities, Human Resources
Education
Financial Industry Regulatory Authority
Series 7, General Securities Representative Exam
Financial Industry Regulatory Authority
Series 66, Uniform Combined State Law Exam
State of Michigan
Annuity License
State of Michigan
Life and Health Insurance License
Baker College Business and Corporate Services 2008 — 2012
Human Services, 3.75
The Center on Philanthropy at Indiana University
Certification, Principles & Techniques of Fundraising
New Horizons Computer Learning
Certification, CompTia A+
New Horizons Computer Learning
Certification, MOS Certified: Microsoft Office Specialist
Dustin Singer's Edward Jones Experience August 2007 - April 2009
Job Vice President, Market Manager at Citizens Deposit Bank
Industry Banking
Experience
Citizens Deposit Bank May 2014 - Present
Citizens Deposit Bank May 2009 - May 2014
Edward Jones August 2007 - April 2009
Commonwealth of Kentucky February 2005 - August 2007
Skills
Banking, Mortgage Lending, Commercial Lending, Farm Lending
Education
Graduate School of Banking- University of Wisconsin, Madison, WI 2013 — 2015
Executive Banking Principles
Kentucky Bankers Association General Banking School 2012 — 2012
Morehead State University 2002 — 2004
Bachelor of Arts (B.A.), Psychology and Sociology
Ball State University 2000 — 2001
Citizens Deposit Bank May 2014 - Present
Citizens Deposit Bank May 2009 - May 2014
Edward Jones August 2007 - April 2009
Commonwealth of Kentucky February 2005 - August 2007
Skills
Banking, Mortgage Lending, Commercial Lending, Farm Lending
Education
Graduate School of Banking- University of Wisconsin, Madison, WI 2013 — 2015
Executive Banking Principles
Kentucky Bankers Association General Banking School 2012 — 2012
Morehead State University 2002 — 2004
Bachelor of Arts (B.A.), Psychology and Sociology
Ball State University 2000 — 2001
Theresa Mosgo's Edward Jones Experience March 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Fifth Third Bank January 2008 - September 2012
Fifth Third Bank November 2006 - December 2007
Fifth Third Bank August 2005 - October 2006
Fifth Third Bank March 2003 - July 2005
Fifth Third Bank August 2001 - February 2003
Skills
Customer Service, Coaching, Employee Engagement, Career Development, Retail, Leadership, Human Resources, Credit, Branch Management, Time Management, Finance, CRM, Loans, Management, Small Business Lending
Education
Baldwin-Wallace College 2012 — 2014
Master of Business Administration (MBA), Human Resources
YWCA Women's Leadership Program 2010 — 2011
Empowering Women and Eliminating Racism
Baldwin-Wallace College 2002 — 2004
Bachelor of Science, Education
Cuyahoga Community College 2000 — 2002
Education
Edward Jones March 2013 - Present
Fifth Third Bank January 2008 - September 2012
Fifth Third Bank November 2006 - December 2007
Fifth Third Bank August 2005 - October 2006
Fifth Third Bank March 2003 - July 2005
Fifth Third Bank August 2001 - February 2003
Skills
Customer Service, Coaching, Employee Engagement, Career Development, Retail, Leadership, Human Resources, Credit, Branch Management, Time Management, Finance, CRM, Loans, Management, Small Business Lending
Education
Baldwin-Wallace College 2012 — 2014
Master of Business Administration (MBA), Human Resources
YWCA Women's Leadership Program 2010 — 2011
Empowering Women and Eliminating Racism
Baldwin-Wallace College 2002 — 2004
Bachelor of Science, Education
Cuyahoga Community College 2000 — 2002
Education
John F. Gore John F. Gore's Edward Jones Experience October 2011 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
PTI Industries Inc. 2010 - 2011
Overhaul Support Services 2008 - 2010
U.S. Coast Guard July 2001 - November 2006
Education
Bay Path College 2010 — 2012
MS, Masters in Communication and Information Management
Utah Valley University 2008 — 2010
BS, Bachelors in Aviation Business
University of Alaska Anchorage 2004 — 2006
AS, AA, Associates of Business, Associates of Arts
Edward Jones October 2011 - Present
PTI Industries Inc. 2010 - 2011
Overhaul Support Services 2008 - 2010
U.S. Coast Guard July 2001 - November 2006
Education
Bay Path College 2010 — 2012
MS, Masters in Communication and Information Management
Utah Valley University 2008 — 2010
BS, Bachelors in Aviation Business
University of Alaska Anchorage 2004 — 2006
AS, AA, Associates of Business, Associates of Arts
Blake Cobb's Edward Jones Experience 2005 - 2006
Job Director of Hospitality Sales at Jerdon Style, llc
Industry Hospitality
Experience
Jerdon Style, llc January 2012 - Present
TXU/ SMI Energy 2009 - 2011
Farmers Insurance 2006 - 2008
Edward Jones 2005 - 2006
Time Warner Cable 2004 - 2005
Time Warner Cable 2004 - 2004
Time Warner Cable 2003 - 2004
Skills
Public Relations, Event Planning, Event Management, Social Media, Social Media Marketing, Sales, Direct Sales, Strategic Planning
Education
Baylor University 2000 — 2004
Bachelor of Arts (BA), Journalism Major, Concentration in Public Relations, Minor in Business Administration
Waxahachie High School 1996 — 2000
Jerdon Style, llc January 2012 - Present
TXU/ SMI Energy 2009 - 2011
Farmers Insurance 2006 - 2008
Edward Jones 2005 - 2006
Time Warner Cable 2004 - 2005
Time Warner Cable 2004 - 2004
Time Warner Cable 2003 - 2004
Skills
Public Relations, Event Planning, Event Management, Social Media, Social Media Marketing, Sales, Direct Sales, Strategic Planning
Education
Baylor University 2000 — 2004
Bachelor of Arts (BA), Journalism Major, Concentration in Public Relations, Minor in Business Administration
Waxahachie High School 1996 — 2000
Norman Patton Norman Patton's Edward Jones Experience September 2006 - February 2008
Job CPR Safety Services, LLC & Norman Patton Consulting
Industry Nonprofit Organization Management
Experience
CPR Safety Services, LLC February 2009 - Present
Norman Patton Consulting March 2004 - Present
Miracle House Inc February 2008 - July 2009
Edward Jones September 2006 - February 2008
Spokane Valley Foundation August 2005 - June 2006
Hagadone Directories June 2005 - May 2006
Spokane Low Income Housing Authoritiy April 2004 - August 2004
The Salvation Army June 1989 - June 2004
Skills
Training, Community Outreach, Leadership, Program Development, Nonprofits, Public Speaking, Budgets, Team Building, Non-profits, Program Management, Grant Writing, Marketing, Strategy, Customer Service, Management, Strategic Planning, Fundraising, Time Management, Microsoft Office, Leadership Development, Sales, Cpr Certified, Small Business, Coaching, Event Planning, Healthcare, Selling, Teaching, Social Networking, Teaching Adults, New Business Development, Business Analysis, Business Development
Education
Azusa Pacific University 1998 — 2000
BS Christian Leadership, Busienss
Spokane Community College 1973 — 1974
Baker, Baking and Pastry Arts/Baker/Pastry Chef
CPR Safety Services, LLC February 2009 - Present
Norman Patton Consulting March 2004 - Present
Miracle House Inc February 2008 - July 2009
Edward Jones September 2006 - February 2008
Spokane Valley Foundation August 2005 - June 2006
Hagadone Directories June 2005 - May 2006
Spokane Low Income Housing Authoritiy April 2004 - August 2004
The Salvation Army June 1989 - June 2004
Skills
Training, Community Outreach, Leadership, Program Development, Nonprofits, Public Speaking, Budgets, Team Building, Non-profits, Program Management, Grant Writing, Marketing, Strategy, Customer Service, Management, Strategic Planning, Fundraising, Time Management, Microsoft Office, Leadership Development, Sales, Cpr Certified, Small Business, Coaching, Event Planning, Healthcare, Selling, Teaching, Social Networking, Teaching Adults, New Business Development, Business Analysis, Business Development
Education
Azusa Pacific University 1998 — 2000
BS Christian Leadership, Busienss
Spokane Community College 1973 — 1974
Baker, Baking and Pastry Arts/Baker/Pastry Chef
Ellen Derrick, CFP® Ellen Derrick, CFP®'s Edward Jones Experience November 1999 - March 2002
Job REALTOR® and Certified Financial Planner™ Professional
Industry Real Estate
Experience
Kelly, Realtors October 2013 - Present
LearnVest Planning Services June 2013 - January 2014
LearnVest Planning Services July 2012 - January 2014
Raymond James Financial Services, Inc. August 2009 - July 2012
Extraco Banks March 2002 - July 2012
Edward Jones November 1999 - March 2002
KWTX-TV April 1996 - June 1999
Skills
Personal Finance, Retirement Planning, Investment Advisory, Insurance, Banking, Asset Allocation, Investment Strategies, Non-profit Fund..., Media/Public Speaking, Public Speaking, Portfolio Management, Strategic Financial..., Finance, Financial Advisory, Life Insurance, Securities, Small Business, Estate Planning, Series 7, Wealth Management, Financial Services, Mutual Funds, Retirement, Certified Financial..., Wealth Management..., 401k, Financial Planning
Education
Baylor University 1993 — 1997
Bachelor of Arts (BA), University Scholars
Caddo Magnet High School
Kelly, Realtors October 2013 - Present
LearnVest Planning Services June 2013 - January 2014
LearnVest Planning Services July 2012 - January 2014
Raymond James Financial Services, Inc. August 2009 - July 2012
Extraco Banks March 2002 - July 2012
Edward Jones November 1999 - March 2002
KWTX-TV April 1996 - June 1999
Skills
Personal Finance, Retirement Planning, Investment Advisory, Insurance, Banking, Asset Allocation, Investment Strategies, Non-profit Fund..., Media/Public Speaking, Public Speaking, Portfolio Management, Strategic Financial..., Finance, Financial Advisory, Life Insurance, Securities, Small Business, Estate Planning, Series 7, Wealth Management, Financial Services, Mutual Funds, Retirement, Certified Financial..., Wealth Management..., 401k, Financial Planning
Education
Baylor University 1993 — 1997
Bachelor of Arts (BA), University Scholars
Caddo Magnet High School
Kristen Calvin's Edward Jones Experience March 2011 - March 2014
Job Singer/Administrative Assistant
Industry Entertainment
Experience
Ashland Food Cooperative March 2014 - Present
Edward Jones March 2011 - March 2014
Lucky Brand Jeans June 2009 - August 2010
Skills
Event Planning, Acting, Public Speaking, Facebook, Social Media, Customer Service, Nonprofits, Musical Theatre, Singing, Time Management, Social Networking, Microsoft Office, Teaching, Microsoft Word, Data Entry, Creative Writing, Social Media Marketing, Music, Dialects, Marketing, Office Administration, Organization, Positive Energy, Outlook, Acoustic Guitar, Ukulele
Education
Ball State University 2005 — 2009
Bachelor of Science, Musical Theatre Performance
Ball State University 2005 — 2009
Bachelor's degree, Musical Theatre
Ashland Food Cooperative March 2014 - Present
Edward Jones March 2011 - March 2014
Lucky Brand Jeans June 2009 - August 2010
Skills
Event Planning, Acting, Public Speaking, Facebook, Social Media, Customer Service, Nonprofits, Musical Theatre, Singing, Time Management, Social Networking, Microsoft Office, Teaching, Microsoft Word, Data Entry, Creative Writing, Social Media Marketing, Music, Dialects, Marketing, Office Administration, Organization, Positive Energy, Outlook, Acoustic Guitar, Ukulele
Education
Ball State University 2005 — 2009
Bachelor of Science, Musical Theatre Performance
Ball State University 2005 — 2009
Bachelor's degree, Musical Theatre
Don Heathcott Don Heathcott's Edward Jones Experience March 1989 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1989 - Present
Allied Conroe Bank May 1981 - October 1988
Lockwood National Bank in Houston May 1970 - May 1981
Education
Baylor University 1966 — 1970
BBA, Marketing/Marketing Management, General
Bellaire High School
Edward Jones March 1989 - Present
Allied Conroe Bank May 1981 - October 1988
Lockwood National Bank in Houston May 1970 - May 1981
Education
Baylor University 1966 — 1970
BBA, Marketing/Marketing Management, General
Bellaire High School
Kate Haisch Kate Haisch's Edward Jones Experience September 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2013 - Present
KATESEQUINE January 2008 - Present
The Scotts Miracle-Gro Company January 2009 - July 2014
Hollow Ridge Country Store January 2009 - January 2011
Chatahm Hall May 2001 - September 2008
Institute for Advanced Learning and Research January 2004 - January 2007
Shaws Saddlery January 1995 - August 1997
Skills
Marketing, Microsoft Office, Management, Inventory Management, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Purchasing, Database Administration, Commerce, Customer Support, Customer Service, Advertising, Team Building, Public Speaking, Research
Education
Averett University 2005 — 2007
Master, Business Administration
Sweet Briar College 1997 — 2001
Bachelor of Arts, Economics
Edward Jones September 2013 - Present
KATESEQUINE January 2008 - Present
The Scotts Miracle-Gro Company January 2009 - July 2014
Hollow Ridge Country Store January 2009 - January 2011
Chatahm Hall May 2001 - September 2008
Institute for Advanced Learning and Research January 2004 - January 2007
Shaws Saddlery January 1995 - August 1997
Skills
Marketing, Microsoft Office, Management, Inventory Management, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Purchasing, Database Administration, Commerce, Customer Support, Customer Service, Advertising, Team Building, Public Speaking, Research
Education
Averett University 2005 — 2007
Master, Business Administration
Sweet Briar College 1997 — 2001
Bachelor of Arts, Economics
AJ Davis AJ Davis's Edward Jones Experience November 2003 - Present
Job Financial Advisor / Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2003 - Present
Education
Baylor University 2002 — 2003
Masters, School of Education
College for Financial Planning 2005 — 2007
AAMS®, Accredited Asset Management Specialist
LeTourneau University 1998 — 2002
BS, Business Management
Edward Jones November 2003 - Present
Education
Baylor University 2002 — 2003
Masters, School of Education
College for Financial Planning 2005 — 2007
AAMS®, Accredited Asset Management Specialist
LeTourneau University 1998 — 2002
BS, Business Management
Jen Boeckmann's Edward Jones Experience November 2010 - February 2011
Job Client Associate at Confluence Financial Partners
Industry Investment Management
Experience
Confluence Financial Partners July 2015 - Present
Catalyst Energy, Inc. December 2014 - June 2015
Hunter Associates, Inc. January 2012 - November 2014
Edward Jones November 2010 - February 2011
Capital One April 2009 - September 2010
Charter One Bank May 2006 - December 2008
Image Source Photographic November 2004 - December 2007
Skills
Microsoft Excel, Microsoft Office, Outlook, Office Management, PowerPoint, Microsoft Word, Customer Service
Education
Ball State University 1998 — 2002
Bachelor of Arts (B.A.), Photojournalism
Confluence Financial Partners July 2015 - Present
Catalyst Energy, Inc. December 2014 - June 2015
Hunter Associates, Inc. January 2012 - November 2014
Edward Jones November 2010 - February 2011
Capital One April 2009 - September 2010
Charter One Bank May 2006 - December 2008
Image Source Photographic November 2004 - December 2007
Skills
Microsoft Excel, Microsoft Office, Outlook, Office Management, PowerPoint, Microsoft Word, Customer Service
Education
Ball State University 1998 — 2002
Bachelor of Arts (B.A.), Photojournalism
Brian Burgan Brian Burgan's Edward Jones Experience February 2011 - May 2011
Job Money Manager
Industry Investment Management
Experience
Venice High School August 2011 - Present
Silver Thread Investments 2011 - Present
Edward Jones February 2011 - May 2011
Sueno del Mar September 2008 - September 2010
Land Properties Inc June 1996 - September 2008
Silver Thread Investments May 1996 - December 2003
William M Mercer May 1994 - May 1996
Channel Trend May 1991 - May 1994
Eagle Asset Management October 1987 - May 1991
Skills
Investments, Asset Managment, Portfolio Management, Real Estate, Due Diligence, Insurance, Valuation, New Business Development, Sales, Strategic Planning, Business Strategy, Sales Management, Business Planning, Real Estate Transactions, Asset Management, Marketing, Finance, Selling, Business Development, Entrepreneurship, Financial Analysis
Education
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics
Venice High School August 2011 - Present
Silver Thread Investments 2011 - Present
Edward Jones February 2011 - May 2011
Sueno del Mar September 2008 - September 2010
Land Properties Inc June 1996 - September 2008
Silver Thread Investments May 1996 - December 2003
William M Mercer May 1994 - May 1996
Channel Trend May 1991 - May 1994
Eagle Asset Management October 1987 - May 1991
Skills
Investments, Asset Managment, Portfolio Management, Real Estate, Due Diligence, Insurance, Valuation, New Business Development, Sales, Strategic Planning, Business Strategy, Sales Management, Business Planning, Real Estate Transactions, Asset Management, Marketing, Finance, Selling, Business Development, Entrepreneurship, Financial Analysis
Education
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics
Lana Gibson Lana Gibson's Edward Jones Experience March 2004 - January 2012
Job Investor at Magical Circle
Industry Financial Services
Experience
Magical Circle Mgr Member4231 Sherwood Court LLC2011 - 2013
Edward Jones March 2004 - January 2012
Gibson & Associates CPA June 1995 - March 2004
United Technologies, USBI May 1988 - June 1995
Education
Barry University 1984 — 1994
Finance, Business and Accounting
Rollins College 1984 — 1994
Finance, Business and Accounting
Magical Circle Mgr Member4231 Sherwood Court LLC2011 - 2013
Edward Jones March 2004 - January 2012
Gibson & Associates CPA June 1995 - March 2004
United Technologies, USBI May 1988 - June 1995
Education
Barry University 1984 — 1994
Finance, Business and Accounting
Rollins College 1984 — 1994
Finance, Business and Accounting
Jim Quinn, CTB's Edward Jones Experience January 2015 - Present
Job Helping the serious individual investor meet their long term financial goals
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Aquarian Logistics Partners, LLC July 2014 - January 2015
CEVA Logistics July 2011 - July 2014
NFI Industries September 2008 - July 2011
Matson Integrated Logistics June 2006 - September 2008
YRC Worldwide, Inc. February 2003 - June 2006
Yellow Transportation 1999 - 2003
Emery Worldwide 1996 - 1999
Skills
Distribution Strategies, Retail, Outlook, SAP, 3PL, Account Management, Air Freight, Business Development, Call Centers, Change Management, Contract Negotiation, Customer Service, Finance, Forecasting, Freight, Freight Forwarding, Human Resources, Inventory Control, Inventory Management, LTL, Leadership, Logistics, Logistics Management, Management, Materials Management, Negotiation, New Business Development, Operations Management, P&L Management, Performance Management, Pricing, Process Improvement, Procurement, Project Management, Purchasing, Sales, Sales Operations, Shipping, Strategic Planning, Strategy, Supply Chain, Supply Chain Management, Supply Chain..., Team Building, Time Management, Training, Transportation, Transportation..., Truckload, Vendor Management
Education
Baker University 2002 — 2006
Bachelor Of Science, Management
Edward Jones January 2015 - Present
Aquarian Logistics Partners, LLC July 2014 - January 2015
CEVA Logistics July 2011 - July 2014
NFI Industries September 2008 - July 2011
Matson Integrated Logistics June 2006 - September 2008
YRC Worldwide, Inc. February 2003 - June 2006
Yellow Transportation 1999 - 2003
Emery Worldwide 1996 - 1999
Skills
Distribution Strategies, Retail, Outlook, SAP, 3PL, Account Management, Air Freight, Business Development, Call Centers, Change Management, Contract Negotiation, Customer Service, Finance, Forecasting, Freight, Freight Forwarding, Human Resources, Inventory Control, Inventory Management, LTL, Leadership, Logistics, Logistics Management, Management, Materials Management, Negotiation, New Business Development, Operations Management, P&L Management, Performance Management, Pricing, Process Improvement, Procurement, Project Management, Purchasing, Sales, Sales Operations, Shipping, Strategic Planning, Strategy, Supply Chain, Supply Chain Management, Supply Chain..., Team Building, Time Management, Training, Transportation, Transportation..., Truckload, Vendor Management
Education
Baker University 2002 — 2006
Bachelor Of Science, Management
Tiffany Cassidy, MBA Tiffany Cassidy, MBA's Edward Jones Experience July 2008 - September 2009
Job Pharmaceutical Sales Representative at MerckPTS
Industry Pharmaceuticals
Experience
Merck-Publicis Touchpoint Solutions August 2014 - Present
Sunovion Pharmaceuticals Inc. September 2009 - June 2013
Edward Jones July 2008 - September 2009
Merck June 2005 - June 2008
PEPSI BOTTLING GROUP June 2002 - June 2005
Education
Averett University 2005 — 2007
Master of Business Administration (MBA), Business
Averett University 1999 — 2001
Bachelor of Science (B.S.), Sociology and Journalism
Danville Community College 1998 — 1999
Associate of Arts and Sciences (A.A.S.)
University of Maryland remote Vicenza, Italy 1997 — 1998
Associates transfer classes
Merck-Publicis Touchpoint Solutions August 2014 - Present
Sunovion Pharmaceuticals Inc. September 2009 - June 2013
Edward Jones July 2008 - September 2009
Merck June 2005 - June 2008
PEPSI BOTTLING GROUP June 2002 - June 2005
Education
Averett University 2005 — 2007
Master of Business Administration (MBA), Business
Averett University 1999 — 2001
Bachelor of Science (B.S.), Sociology and Journalism
Danville Community College 1998 — 1999
Associate of Arts and Sciences (A.A.S.)
University of Maryland remote Vicenza, Italy 1997 — 1998
Associates transfer classes
M Taylor DeBord M Taylor DeBord's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
The Court of Special Appeals of Maryland May 2012 - August 2012
Great American Group January 2010 - April 2010
Education
University of Baltimore School of Law 2011 — 2016
Doctor of Law (J.D.), Legal Studies, General
Babson College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones February 2013 - Present
The Court of Special Appeals of Maryland May 2012 - August 2012
Great American Group January 2010 - April 2010
Education
University of Baltimore School of Law 2011 — 2016
Doctor of Law (J.D.), Legal Studies, General
Babson College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Christian Bridges, AAMS Christian Bridges, AAMS's Edward Jones Experience November 2005 - June 2012
Job President, CapRock Wealth Advisors
Industry Financial Services
Experience
CapRock Wealth Advisors June 2012 - Present
Rotary Club of Western Fort Worth July 2012 - July 2014
Tarrant County Youth Collaboration 2009 - September 2013
Edward Jones November 2005 - June 2012
Brooke Insurance January 2004 - November 2005
Education
Dallas Baptist University 2002 — 2004
Bachelor of Arts, Biblical Studies and Finance
Baylor University 2001 — 2002
Undergrad
University of Tennessee-Knoxville 2000 — 2001
Undergrad
CapRock Wealth Advisors June 2012 - Present
Rotary Club of Western Fort Worth July 2012 - July 2014
Tarrant County Youth Collaboration 2009 - September 2013
Edward Jones November 2005 - June 2012
Brooke Insurance January 2004 - November 2005
Education
Dallas Baptist University 2002 — 2004
Bachelor of Arts, Biblical Studies and Finance
Baylor University 2001 — 2002
Undergrad
University of Tennessee-Knoxville 2000 — 2001
Undergrad
Christen Branca's Edward Jones Experience January 2014 - Present
Job Branch Office Administrator | Web Content Editor | Social Media Coordinator
Industry Information Technology and Services
Experience
Edward Jones January 2014 - Present
Starr MEdia Designs, LLC. October 2011 - Present
Best Buy November 2013 - January 2014
Apple October 2012 - October 2013
GE Lighting January 2013 - April 2013
Perkins Communications, LLC May 2011 - December 2011
Liberty Mutual Insurance October 2003 - March 2009
First National Bank of Pa - Data Operations Center August 2001 - August 2003
Skills
communicative, punctual, reliable, Social Media Marketing, Advertising, Social Media, Web Design, SEO, Graphic Design, Social Networking, HTML, Email Marketing, Online Marketing, Public Relations, Copywriting, Marketing, Blogging, Online Advertising, Public Speaking, Website Development, Nonprofits, CSS, Dreamweaver, Microsoft Office, WordPress, Team Leadership, SEM, Facebook, Entrepreneurship, Marketing Strategy, E-commerce, Event Planning, Marketing Communications, Photoshop, Digital Marketing, Press Releases, Media Relations, Newsletters, Creative Writing, B2B, Google Analytics, Customer Service, Web Analytics, Time Management, Lead Generation, Digital Media, Google Adwords, Web Marketing, Adobe Creative Suite, Salesforce.com
Education
Youngstown State University 2009 — 2011
Bachelor of Science, Applied Sciences; Information Technology Multimedia
Baldwin-Wallace College 1996 — 2001
Bachelor of Arts, Business Administration
Kennedy Catholic High School
Edward Jones January 2014 - Present
Starr MEdia Designs, LLC. October 2011 - Present
Best Buy November 2013 - January 2014
Apple October 2012 - October 2013
GE Lighting January 2013 - April 2013
Perkins Communications, LLC May 2011 - December 2011
Liberty Mutual Insurance October 2003 - March 2009
First National Bank of Pa - Data Operations Center August 2001 - August 2003
Skills
communicative, punctual, reliable, Social Media Marketing, Advertising, Social Media, Web Design, SEO, Graphic Design, Social Networking, HTML, Email Marketing, Online Marketing, Public Relations, Copywriting, Marketing, Blogging, Online Advertising, Public Speaking, Website Development, Nonprofits, CSS, Dreamweaver, Microsoft Office, WordPress, Team Leadership, SEM, Facebook, Entrepreneurship, Marketing Strategy, E-commerce, Event Planning, Marketing Communications, Photoshop, Digital Marketing, Press Releases, Media Relations, Newsletters, Creative Writing, B2B, Google Analytics, Customer Service, Web Analytics, Time Management, Lead Generation, Digital Media, Google Adwords, Web Marketing, Adobe Creative Suite, Salesforce.com
Education
Youngstown State University 2009 — 2011
Bachelor of Science, Applied Sciences; Information Technology Multimedia
Baldwin-Wallace College 1996 — 2001
Bachelor of Arts, Business Administration
Kennedy Catholic High School
Brandon Cortez Brandon Cortez's Edward Jones Experience June 2008 - September 2011
Job CoFounder & President of VETVAULT
Industry Consumer Goods
Experience
PepsiCo August 2014 - Present
VetVault June 2014 - Present
U.S. Trust August 2013 - August 2014
Wells Fargo Advisors September 2011 - July 2013
Edward Jones June 2008 - September 2011
U.S. Marine Corps May 2002 - June 2008
Skills
Business Development, Strategic Analysis, Client..., Strategic Planning, Wealth Management, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Private Equity, Mergers & Acquisitions, Insurance, Marketing Strategy, Analysis, Retirement, Portfolio Management, Leadership, Finance, Strategic Financial..., Investments, Estate Planning, Budgets, Financial Analysis, Strategy, Wealth Management..., Forecasting, Business Planning, Alternative Investments, Nonprofits, New Business Development, Entrepreneurship, Investment Management, Business Strategy, Cash Flow, Financial Modeling, Process Improvement, Risk Management, Start-ups, Financial Planners, Market Analysis
Education
The University of Texas at Dallas 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1999 — 2004
Bachelor of Science, Forensics
PepsiCo August 2014 - Present
VetVault June 2014 - Present
U.S. Trust August 2013 - August 2014
Wells Fargo Advisors September 2011 - July 2013
Edward Jones June 2008 - September 2011
U.S. Marine Corps May 2002 - June 2008
Skills
Business Development, Strategic Analysis, Client..., Strategic Planning, Wealth Management, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Private Equity, Mergers & Acquisitions, Insurance, Marketing Strategy, Analysis, Retirement, Portfolio Management, Leadership, Finance, Strategic Financial..., Investments, Estate Planning, Budgets, Financial Analysis, Strategy, Wealth Management..., Forecasting, Business Planning, Alternative Investments, Nonprofits, New Business Development, Entrepreneurship, Investment Management, Business Strategy, Cash Flow, Financial Modeling, Process Improvement, Risk Management, Start-ups, Financial Planners, Market Analysis
Education
The University of Texas at Dallas 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1999 — 2004
Bachelor of Science, Forensics
Enrico Santos's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
JPMorgan Chase Bank N.A. July 2011 - June 2015
Skills
Sales & Marketing, Business Development, New Account Acquisition, Sales Prospecting, New Account Growth, Life Insurance, Securities, Asset Management, Leadership, Marketing, Microsoft Office, Banking, Sales, Finance, Customer Service, Financial Services, Financial Analysis
Education
Azusa Pacific University 2004 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Edward Jones June 2015 - Present
JPMorgan Chase Bank N.A. July 2011 - June 2015
Skills
Sales & Marketing, Business Development, New Account Acquisition, Sales Prospecting, New Account Growth, Life Insurance, Securities, Asset Management, Leadership, Marketing, Microsoft Office, Banking, Sales, Finance, Customer Service, Financial Services, Financial Analysis
Education
Azusa Pacific University 2004 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Billy Funderburk, CFP®, MBA Billy Funderburk, CFP®, MBA's Edward Jones Experience March 2007 - July 2011
Job Financial Advisor
Industry Financial Services
Experience
Funderburk Financial July 2011 - Present
Edward Jones March 2007 - July 2011
Domino's Pizza June 1999 - February 2007
Skills
Financial Advisory, Financial Services, Financial Analysis, Estate Planning, Strategic Financial..., Retirement Planning, College Savings Plans, Investment Management, Financial Strategy, 401k Rollovers, IRAs, Roth IRA, Long Term Care Insurance, Life Insurance, Annuity Sales
Education
Colorado State University 2002 — 2006
Master, Business Administration
Baker University 1999 — 2001
Bachelor, Business Administration
Funderburk Financial July 2011 - Present
Edward Jones March 2007 - July 2011
Domino's Pizza June 1999 - February 2007
Skills
Financial Advisory, Financial Services, Financial Analysis, Estate Planning, Strategic Financial..., Retirement Planning, College Savings Plans, Investment Management, Financial Strategy, 401k Rollovers, IRAs, Roth IRA, Long Term Care Insurance, Life Insurance, Annuity Sales
Education
Colorado State University 2002 — 2006
Master, Business Administration
Baker University 1999 — 2001
Bachelor, Business Administration
Tamara S. Bowie Tamara S. Bowie's Edward Jones Experience November 2014 - March 2015
Job My Community Begins With ME
Industry Nonprofit Organization Management
Experience
Georgia Brigades March 2015 - Present
SanSun Investors January 2009 - Present
Edward Jones November 2014 - March 2015
State Farm Insurance Agency November 2011 - January 2015
FIBA Europe September 2006 - May 2011
Skills
Customer Service, Teaching, Wealth Management, Investments, Licensed Life & Health..., Licensed Property &..., Strategic Financial..., Investment Strategies, Retirement Plan..., Investment Advisory, Entrepreneurship, Public Speaking, Leadership
Education
University of Maryland University College 2015 — 2017
Nonprofit and Association Financial Management, Communty Development
Ball State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Sports Administration
Georgia Brigades March 2015 - Present
SanSun Investors January 2009 - Present
Edward Jones November 2014 - March 2015
State Farm Insurance Agency November 2011 - January 2015
FIBA Europe September 2006 - May 2011
Skills
Customer Service, Teaching, Wealth Management, Investments, Licensed Life & Health..., Licensed Property &..., Strategic Financial..., Investment Strategies, Retirement Plan..., Investment Advisory, Entrepreneurship, Public Speaking, Leadership
Education
University of Maryland University College 2015 — 2017
Nonprofit and Association Financial Management, Communty Development
Ball State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Sports Administration
DOUG STILL DOUG STILL's Edward Jones Experience March 2007 - Present
Job Financial Advisor, AAMS
Industry Financial Services
Experience
Edward Jones March 2007 - Present
Education
Baylor University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Graduated with Honors
Edward Jones March 2007 - Present
Education
Baylor University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Graduated with Honors
Edward Koczan's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Kaufman Global 2014 - June 2015
Toyo Tires USA Corp. 2011 - 2013
Social Media Club Michiana November 2010 - March 2011
City of South Bend 2003 - 2011
Blue Line Web Media 1999 - 2011
The Tire Rack 1998 - 2003
Skills
Account Management, Business Development, Sales Management, Salesforce.com, Operations Management, Sales Operations, B2B, Sales, Leadership, CRM, New Business Development, Management, Social Media Marketing, Web Design, Marketing Strategy, Key Account Management, Staff Training, Instructing, Social Media Relations, Public Speaking, Workshop Facilitation, Training Delivery, PowerPoint, Relationship Marketing, Customer Negotiations, Adobe Creative Suite, Email Marketing, Cost Control, Culture Change, Marketing, Training
Education
Ball State University - College of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ILEA 03-156
Trine University, South Bend
Diploma, EDUCATIONCriminal Justice Studies; General Studies
Edward Jones July 2015 - Present
Kaufman Global 2014 - June 2015
Toyo Tires USA Corp. 2011 - 2013
Social Media Club Michiana November 2010 - March 2011
City of South Bend 2003 - 2011
Blue Line Web Media 1999 - 2011
The Tire Rack 1998 - 2003
Skills
Account Management, Business Development, Sales Management, Salesforce.com, Operations Management, Sales Operations, B2B, Sales, Leadership, CRM, New Business Development, Management, Social Media Marketing, Web Design, Marketing Strategy, Key Account Management, Staff Training, Instructing, Social Media Relations, Public Speaking, Workshop Facilitation, Training Delivery, PowerPoint, Relationship Marketing, Customer Negotiations, Adobe Creative Suite, Email Marketing, Cost Control, Culture Change, Marketing, Training
Education
Ball State University - College of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ILEA 03-156
Trine University, South Bend
Diploma, EDUCATIONCriminal Justice Studies; General Studies
Taylor Hampton's Edward Jones Experience November 2013 - February 2014
Job Public Relations
Industry Public Relations and Communications
Experience
Swan Lake Resort March 2015 - Present
WBYT B100 "Today's Best and Most Country!" March 2014 - March 2015
Edward Jones November 2013 - February 2014
Muncie Power Products, Inc. October 2011 - June 2013
Ball State Daily News Advertising Department February 2010 - February 2012
Shelter Insurance Companies May 2011 - August 2011
Ball Bearings Magazine December 2009 - August 2011
Skills
Basic knowledge of the..., Proficient in:..., Social Media, Press Releases, Facebook, Media Relations, Public Relations, Ap Style, Graphic Design, Copy Editing, Adobe Creative Suite, Wordpress, Editing, Mac, PowerPoint, Microsoft Office, Marketing Communications, Photoshop, Microsoft Excel
Education
Ball State University 2008 — 2012
BS, Public Relations and Communications, 3.411
Plymouth High School 2004 — 2008
Core 40 Diploma
Swan Lake Resort March 2015 - Present
WBYT B100 "Today's Best and Most Country!" March 2014 - March 2015
Edward Jones November 2013 - February 2014
Muncie Power Products, Inc. October 2011 - June 2013
Ball State Daily News Advertising Department February 2010 - February 2012
Shelter Insurance Companies May 2011 - August 2011
Ball Bearings Magazine December 2009 - August 2011
Skills
Basic knowledge of the..., Proficient in:..., Social Media, Press Releases, Facebook, Media Relations, Public Relations, Ap Style, Graphic Design, Copy Editing, Adobe Creative Suite, Wordpress, Editing, Mac, PowerPoint, Microsoft Office, Marketing Communications, Photoshop, Microsoft Excel
Education
Ball State University 2008 — 2012
BS, Public Relations and Communications, 3.411
Plymouth High School 2004 — 2008
Core 40 Diploma
Jason Pierret Jason Pierret's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
USIS October 2012 - March 2014
Synergy Solutions June 2011 - October 2012
USIS August 2010 - October 2012
KeyPoint Government Solutions November 2011 - September 2012
OMNIPLEX World Services Corporation May 2011 - September 2012
Information Discovery Solutions (IDS) March 2011 - September 2012
CACI International Inc September 2010 - July 2012
USIS November 2008 - August 2010
USIS February 2008 - November 2008
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Roth IRA, 529 Plans, Stock Trading, SEP IRA, Bonds, Municipal Bonds, Background Checks, Private Investigations, Counterintelligence, Internal Investigations, Corporate Security, Security Management, Investigation, Intelligence Analysis, Homeland Security, Investigative Reporting, Security Clearance, Firearms, Special Investigations, Investigative Research, Interrogation, Security Operations, Surveillance, Physical Security, Interviews, Criminal Investigations, Enforcement, Executive Protection, Criminal Justice, Fraud, Counterterrorism, National Security, Crisis Management, Emergency Management, Security, Government, Leadership
Education
Baker University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of South Dakota 1997 — 2001
Bachelor's of Fine Arts, Technical Theatre/Theatre Design and Technology
Edward Jones March 2014 - Present
USIS October 2012 - March 2014
Synergy Solutions June 2011 - October 2012
USIS August 2010 - October 2012
KeyPoint Government Solutions November 2011 - September 2012
OMNIPLEX World Services Corporation May 2011 - September 2012
Information Discovery Solutions (IDS) March 2011 - September 2012
CACI International Inc September 2010 - July 2012
USIS November 2008 - August 2010
USIS February 2008 - November 2008
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Roth IRA, 529 Plans, Stock Trading, SEP IRA, Bonds, Municipal Bonds, Background Checks, Private Investigations, Counterintelligence, Internal Investigations, Corporate Security, Security Management, Investigation, Intelligence Analysis, Homeland Security, Investigative Reporting, Security Clearance, Firearms, Special Investigations, Investigative Research, Interrogation, Security Operations, Surveillance, Physical Security, Interviews, Criminal Investigations, Enforcement, Executive Protection, Criminal Justice, Fraud, Counterterrorism, National Security, Crisis Management, Emergency Management, Security, Government, Leadership
Education
Baker University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of South Dakota 1997 — 2001
Bachelor's of Fine Arts, Technical Theatre/Theatre Design and Technology
Suzanne Kinsey Suzanne Kinsey's Edward Jones Experience December 2013 - Present
Job Attended Baker College of Cadillac
Industry
Experience
Edward Jones December 2013 - Present
H&S Companies January 2013 - Present
Lindquist January 2012 - April 2014
Skills
twenty years experience..., currently apprenticing..., construction/roofing..., paper carrier for five..., Fast Food, Cashiering
Education
Baker College of Cadillac 2013 — 2014
Certificate, Massage Therapy/Therapeutic Massage
Reed City Alternative Education 2004 — 2004
G.E.D
Edward Jones December 2013 - Present
H&S Companies January 2013 - Present
Lindquist January 2012 - April 2014
Skills
twenty years experience..., currently apprenticing..., construction/roofing..., paper carrier for five..., Fast Food, Cashiering
Education
Baker College of Cadillac 2013 — 2014
Certificate, Massage Therapy/Therapeutic Massage
Reed City Alternative Education 2004 — 2004
G.E.D
Brendan Kerrigan, AAMS ®'s Edward Jones Experience July 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Estate Considerations, Business Retirement..., Portfolio and..., Individual Retirement..., Education Planning, Stocks, Bonds, CD's, Managed Account Programs, Insurance
Education
Ball State University
Bachelor of Science (BS)
Ball State University
Master of Arts (MA)
Edward Jones July 2009 - Present
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Estate Considerations, Business Retirement..., Portfolio and..., Individual Retirement..., Education Planning, Stocks, Bonds, CD's, Managed Account Programs, Insurance
Education
Ball State University
Bachelor of Science (BS)
Ball State University
Master of Arts (MA)
Bobbi Potts's Edward Jones Experience May 2010 - September 2010
Job Banking
Industry Telecommunications
Experience
US Bank October 2014 - Present
U.S. Bank August 2013 - Present
T-Mobile May 2005 - June 2012
Edward Jones May 2010 - September 2010
Sedalia Book & Toy January 2001 - December 2003
Melita Day May 1998 - December 2003
Skills
Microsoft Office, Call Center, Customer Satisfaction, Customer Service, Customer Retention, Team Building, Team Leadership, Training, Leadership Development, Telecommunications, Sales Management, Call Centers, HTML, Windows, C#, Coaching, Process Improvement, Performance Management, SEO, CSS, ASP.NET, jQuery, CSS Javascript, Wireless, Customer Experience
Education
Centriq Training 2013 — 2014
Web Page, Digital/Multimedia and Information Resources Design
Baker University 2009 — 2012
BBA, Finance
Baker University 2010 — 2011
Associate of Arts Degree, Economics, Finance
US Bank October 2014 - Present
U.S. Bank August 2013 - Present
T-Mobile May 2005 - June 2012
Edward Jones May 2010 - September 2010
Sedalia Book & Toy January 2001 - December 2003
Melita Day May 1998 - December 2003
Skills
Microsoft Office, Call Center, Customer Satisfaction, Customer Service, Customer Retention, Team Building, Team Leadership, Training, Leadership Development, Telecommunications, Sales Management, Call Centers, HTML, Windows, C#, Coaching, Process Improvement, Performance Management, SEO, CSS, ASP.NET, jQuery, CSS Javascript, Wireless, Customer Experience
Education
Centriq Training 2013 — 2014
Web Page, Digital/Multimedia and Information Resources Design
Baker University 2009 — 2012
BBA, Finance
Baker University 2010 — 2011
Associate of Arts Degree, Economics, Finance
Landon Meyers Landon Meyers's Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
White River Club 2008 - 2010
Studio 22 2003 - 2008
Education
Ball State University 2008 — 2010
Bachelor's, Geography
Bowling Green State University 2004 — 2006
Edward Jones January 2011 - Present
White River Club 2008 - 2010
Studio 22 2003 - 2008
Education
Ball State University 2008 — 2010
Bachelor's, Geography
Bowling Green State University 2004 — 2006
Elliott H. Johnson, CFP® Elliott H. Johnson, CFP®'s Edward Jones Experience January 2009 - Present
Job Certified Financial Planner® (CFP®) at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones January 2009 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, IRAs, 401k, Securities, 401k Rollovers, Life Insurance, Asset Management, Equities, Wealth, Pensions, Bonds, Financial Planners, Long-term Care, Income Protection, Saving for Education, Risk Management, Long Term Care Insurance, Investment Management, Wealth Management..., Roth IRA, Rental Real Estate, Property Management
Education
Azusa Pacific University
Bachelor's Degree, Interpersonal and Organizational Communication and Business Marketing
Azusa Pacific University
Minor, Business, Management, Marketing, and Related Support Services
Edward Jones January 2009 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, IRAs, 401k, Securities, 401k Rollovers, Life Insurance, Asset Management, Equities, Wealth, Pensions, Bonds, Financial Planners, Long-term Care, Income Protection, Saving for Education, Risk Management, Long Term Care Insurance, Investment Management, Wealth Management..., Roth IRA, Rental Real Estate, Property Management
Education
Azusa Pacific University
Bachelor's Degree, Interpersonal and Organizational Communication and Business Marketing
Azusa Pacific University
Minor, Business, Management, Marketing, and Related Support Services
John D. Lee, CFP® John D. Lee, CFP®'s Edward Jones Experience December 2013 - Present
Job Principal Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Edward Jones November 2010 - December 2013
Edward Jones September 1992 - November 2010
Skills
Leadership, Financial Analysis, Recruiting, Finance, Management
Education
Ball State University - College of Business 1987 — 1990
Bachelor's degree, Corporate Finance
College for Financial Planning
Master's degree, Finance, General
Edward Jones December 2013 - Present
Edward Jones November 2010 - December 2013
Edward Jones September 1992 - November 2010
Skills
Leadership, Financial Analysis, Recruiting, Finance, Management
Education
Ball State University - College of Business 1987 — 1990
Bachelor's degree, Corporate Finance
College for Financial Planning
Master's degree, Finance, General
Phillip Guerra Phillip Guerra's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
JP Morgan Chase January 2011 - August 2012
JP Morgan Chase June 2009 - January 2011
JP Morgan Chase March 2008 - May 2009
Applebee's October 2002 - May 2006
Momentum Worldwide May 2003 - August 2003
Skills
Retail Banking, Finance, Financial Services, Building Relationships, Auditing, Retirement Planning, Networking, Operations Management, Banking, Wealth Management, Committed to..., Negotiation, Customer Service, Loans, Credit, Work Ethic, Proactive self-starter, Mutual Funds, Sales, Small Business Lending, Cash Management, 401k, Highly articulate
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Post Graduate Certificate, Personal Financial Planning
Walsh College 2008 — 2010
Masters of Science of Finance, Personal Financial Planning
Baker College Business and Corporate Services 2006 — 2007
Bachelor, Business Administration
Mid Michigan Community College 2004 — 2006
Associates of Business Administration, Business
Mott Community College 2000 — 2003
Associates of Arts, General
Linden High School 1996 — 2000
Edward Jones August 2012 - Present
JP Morgan Chase January 2011 - August 2012
JP Morgan Chase June 2009 - January 2011
JP Morgan Chase March 2008 - May 2009
Applebee's October 2002 - May 2006
Momentum Worldwide May 2003 - August 2003
Skills
Retail Banking, Finance, Financial Services, Building Relationships, Auditing, Retirement Planning, Networking, Operations Management, Banking, Wealth Management, Committed to..., Negotiation, Customer Service, Loans, Credit, Work Ethic, Proactive self-starter, Mutual Funds, Sales, Small Business Lending, Cash Management, 401k, Highly articulate
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Post Graduate Certificate, Personal Financial Planning
Walsh College 2008 — 2010
Masters of Science of Finance, Personal Financial Planning
Baker College Business and Corporate Services 2006 — 2007
Bachelor, Business Administration
Mid Michigan Community College 2004 — 2006
Associates of Business Administration, Business
Mott Community College 2000 — 2003
Associates of Arts, General
Linden High School 1996 — 2000
Emil Milker Emil Milker's Edward Jones Experience June 1982 - June 1987
Job President at Global Market Consultants
Industry Management Consulting
Experience
Global Market Consultants, Inc. February 2004 - Present
Copper Development Association Inc. September 1996 - February 2004
Belden Wire & Cable June 1996 - August 1996
Phelps Dodge December 1991 - May 1996
Olde & Company July 1987 - October 1989
Edward Jones June 1982 - June 1987
Education
Thunderbird School of Global Management 1990 — 1991
M.I.M., International Mangement
Ball State University - College of Business 1980 — 1982
M.B.A., International Business
St. Joseph's College (IN) 1975 — 1979
B.S., Political Science
Global Market Consultants, Inc. February 2004 - Present
Copper Development Association Inc. September 1996 - February 2004
Belden Wire & Cable June 1996 - August 1996
Phelps Dodge December 1991 - May 1996
Olde & Company July 1987 - October 1989
Edward Jones June 1982 - June 1987
Education
Thunderbird School of Global Management 1990 — 1991
M.I.M., International Mangement
Ball State University - College of Business 1980 — 1982
M.B.A., International Business
St. Joseph's College (IN) 1975 — 1979
B.S., Political Science
David J. Dittmann David J. Dittmann's Edward Jones Experience June 2003 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones June 2003 - Present
Smith Barney January 2002 - June 2003
Indiana State University June 1998 - January 2002
Duke University August 1996 - April 1998
Education
Wayland Baptist University 1983 — 1987
B.A., Philosophy
Mesa State College 1982 — 1983
Baylor University 1980 — 1981
-attended-, na
Edward Jones June 2003 - Present
Smith Barney January 2002 - June 2003
Indiana State University June 1998 - January 2002
Duke University August 1996 - April 1998
Education
Wayland Baptist University 1983 — 1987
B.A., Philosophy
Mesa State College 1982 — 1983
Baylor University 1980 — 1981
-attended-, na
Candace Donnelly's Edward Jones Experience January 2001 - April 2005
Job Independent Religious Institutions Professional
Industry Religious Institutions
Experience
BSF International June 2009 - Present
Edward Jones January 2001 - April 2005
Skills
Volunteer Management, Event Planning, Public Speaking, Customer Service, Community Outreach, Public Relations, Leadership, Training, Leadership Development, Team Building
Education
Ball State University
Bachelor's degree, Elementary Education and Teaching
Purdue University Calumet
Master's degree, Education
BSF International June 2009 - Present
Edward Jones January 2001 - April 2005
Skills
Volunteer Management, Event Planning, Public Speaking, Customer Service, Community Outreach, Public Relations, Leadership, Training, Leadership Development, Team Building
Education
Ball State University
Bachelor's degree, Elementary Education and Teaching
Purdue University Calumet
Master's degree, Education
Chase Koska Chase Koska's Edward Jones Experience June 2007 - December 2008
Job Managing Partner at Resolute Property Tax Solutions
Industry Real Estate
Experience
Resolute Property Tax Solutions December 2010 - Present
Edward Jones June 2007 - December 2008
Education
University of Denver - Daniels College of Business 2010 — 2012
MS, Real Estate and Construction Management
Baylor University 2005 — 2009
B.B.A., Real Estate, Financial Services and Planning
Resolute Property Tax Solutions December 2010 - Present
Edward Jones June 2007 - December 2008
Education
University of Denver - Daniels College of Business 2010 — 2012
MS, Real Estate and Construction Management
Baylor University 2005 — 2009
B.B.A., Real Estate, Financial Services and Planning
Damon Oedy's Edward Jones Experience 2000 - 2003
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. 2003 - 2005
Edward Jones 2000 - 2003
Education
Ball State University
Bachelor of Science (BS)
Raymond James Financial, Inc. 2003 - 2005
Edward Jones 2000 - 2003
Education
Ball State University
Bachelor of Science (BS)
Darlene Hutto Darlene Hutto's Edward Jones Experience February 1997 - April 2011
Job Branch Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation March 2013 - Present
Edward Jones February 1997 - April 2011
Security Pacific National Bank March 1994 - February 1997
Skills
Public Speaking, Organizational Design, Creative Problem Solving, Marketing Strategy, Analytical Reasoning, Winning Others Over, Solution Focused, Management, Retail Banking, Banking, Business Planning, Customer Service, Event Planning, Finance, Leadership, Loans, Portfolio Management, Team Building
Education
Azusa Pacific University
Public Relations, Advertising, and Applied Communication
Renton Technical College
Regions Financial Corporation March 2013 - Present
Edward Jones February 1997 - April 2011
Security Pacific National Bank March 1994 - February 1997
Skills
Public Speaking, Organizational Design, Creative Problem Solving, Marketing Strategy, Analytical Reasoning, Winning Others Over, Solution Focused, Management, Retail Banking, Banking, Business Planning, Customer Service, Event Planning, Finance, Leadership, Loans, Portfolio Management, Team Building
Education
Azusa Pacific University
Public Relations, Advertising, and Applied Communication
Renton Technical College
Cathy Reynoso's Edward Jones Experience August 2006 - November 2012
Job Financial Advisor at Undisclosed
Industry Financial Services
Experience
Undisclosed December 2012 - Present
Edward Jones August 2006 - November 2012
Friend's University September 2006 - December 2011
Global Mentoring Solutions October 2004 - July 2006
Foss Training March 2003 - October 2004
Computer Source, Inc. July 2001 - March 2003
QuVIS, Inc. May 2000 - July 2001
AmeriComp June 1998 - May 2000
Empower Trainers & Consultants 1995 - 1996
Skills
Training, Public Relations, Program Management, Process Improvement, Team Building, Strategic Planning, Public Speaking, Management, Strategy, Business Development, CRM, Leadership, Analysis, Strategic Partnerships, Marketing
Education
Kansas State University 2003 — 2005
Masters, Adult and Continuing Education
Avila University 1991 — 1993
Bachelor, Elementary Education
Undisclosed December 2012 - Present
Edward Jones August 2006 - November 2012
Friend's University September 2006 - December 2011
Global Mentoring Solutions October 2004 - July 2006
Foss Training March 2003 - October 2004
Computer Source, Inc. July 2001 - March 2003
QuVIS, Inc. May 2000 - July 2001
AmeriComp June 1998 - May 2000
Empower Trainers & Consultants 1995 - 1996
Skills
Training, Public Relations, Program Management, Process Improvement, Team Building, Strategic Planning, Public Speaking, Management, Strategy, Business Development, CRM, Leadership, Analysis, Strategic Partnerships, Marketing
Education
Kansas State University 2003 — 2005
Masters, Adult and Continuing Education
Avila University 1991 — 1993
Bachelor, Elementary Education
keith orban keith orban's Edward Jones Experience February 2014 - Present
Job Technical Architect at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Edward Jones January 2011 - February 2014
Edward Jones January 2006 - 2011
Edward Jones January 2001 - 2006
Oracle 1999 - 2001
Electronic Data Systems (HP Enterprise Services) January 1985 - 1999
Skills
Disaster Recovery, Performance Tuning, Data Warehousing, Databases, Database Administration, Replication Technologies, Storage, Oracle, Project Management, Apex Programming, Leading Diverse Teams, Application Architecture, Web Applications, Replication, Architectures, Oracle RAC, Enterprise Architecture, Unix, Database Design, SDLC, Microsoft SQL Server, Oracle E-Business Suite, Solaris
Education
Austin Community College
Minot State University
Edward Jones February 2014 - Present
Edward Jones January 2011 - February 2014
Edward Jones January 2006 - 2011
Edward Jones January 2001 - 2006
Oracle 1999 - 2001
Electronic Data Systems (HP Enterprise Services) January 1985 - 1999
Skills
Disaster Recovery, Performance Tuning, Data Warehousing, Databases, Database Administration, Replication Technologies, Storage, Oracle, Project Management, Apex Programming, Leading Diverse Teams, Application Architecture, Web Applications, Replication, Architectures, Oracle RAC, Enterprise Architecture, Unix, Database Design, SDLC, Microsoft SQL Server, Oracle E-Business Suite, Solaris
Education
Austin Community College
Minot State University
Joe Ferreira Joe Ferreira's Edward Jones Experience February 2009 - December 2011
Job Private Wealth Advisor at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services November 2011 - Present
Edward Jones February 2009 - December 2011
Bottomline Technologies May 2007 - November 2008
Inforonics 2006 - 2007
ADP 2000 - 2006
Pitney Bowes 1997 - 2000
Bain Capital 1993 - 1997
Advent International 1992 - 1993
Price Waterhouse June 1991 - October 1992
Skills
Insurance, 401k, Retirement, Long Term Care, Financial Planning, Investments, Mutual Funds, Wealth Management, Series 7, Securities, Equities, Portfolio Management, Investment Advisory, Annuities, Fixed Income, Retirement Planning, Financial Analysis, Financial Advisory, Bonds
Education
Boston University Questrom School of Business 1994 — 1999
Masters
Babson College 1987 — 1991
BS
Boston Latin School 1981 — 1987
High School Diploma
Citizens Investment Services November 2011 - Present
Edward Jones February 2009 - December 2011
Bottomline Technologies May 2007 - November 2008
Inforonics 2006 - 2007
ADP 2000 - 2006
Pitney Bowes 1997 - 2000
Bain Capital 1993 - 1997
Advent International 1992 - 1993
Price Waterhouse June 1991 - October 1992
Skills
Insurance, 401k, Retirement, Long Term Care, Financial Planning, Investments, Mutual Funds, Wealth Management, Series 7, Securities, Equities, Portfolio Management, Investment Advisory, Annuities, Fixed Income, Retirement Planning, Financial Analysis, Financial Advisory, Bonds
Education
Boston University Questrom School of Business 1994 — 1999
Masters
Babson College 1987 — 1991
BS
Boston Latin School 1981 — 1987
High School Diploma
Debra Kunz's Edward Jones Experience 2004 - 2008
Job Catalyst for Deliberate Growth™ | Consultant | Facilitator | Speaker | Author
Industry Management Consulting
Experience
DkK Group, LLC 2010 - Present
WCW Insight, Whitefield Consulting 2009 - 2011
IIA 2008 - 2010
Edward Jones 2004 - 2008
Iowa State University August 2006 - May 2007
Capgemini 1996 - 2004
LPG Services Group 1995 - 1996
Engineering Animation, Inc. 1994 - 1995
Beacon MicroCenter 1992 - 1994
Skills
Executive Coaching, Business Development, Strategy, Cross-functional Team..., Leadership, Marketing Strategy, Marketing Communications, Training, Public Speaking, Team Building, Organizational..., Coaching, Program Management, Marketing, Analysis, Consulting, Change Management, Project Management, Business Analysis, Process Improvement, Business Process, Strategic Communications, Management Consulting, Entrepreneurship, Start-ups, Integrated Marketing, Sales Process, Small Business, Mergers & Acquisitions, Integration, Copywriting, Business Planning, Writing, Merger Transitions
Education
Baker University 1998 — 2000
MBA, Business
Iowa State University 1988 — 1992
BBA, College of Business, Marketing
DkK Group, LLC 2010 - Present
WCW Insight, Whitefield Consulting 2009 - 2011
IIA 2008 - 2010
Edward Jones 2004 - 2008
Iowa State University August 2006 - May 2007
Capgemini 1996 - 2004
LPG Services Group 1995 - 1996
Engineering Animation, Inc. 1994 - 1995
Beacon MicroCenter 1992 - 1994
Skills
Executive Coaching, Business Development, Strategy, Cross-functional Team..., Leadership, Marketing Strategy, Marketing Communications, Training, Public Speaking, Team Building, Organizational..., Coaching, Program Management, Marketing, Analysis, Consulting, Change Management, Project Management, Business Analysis, Process Improvement, Business Process, Strategic Communications, Management Consulting, Entrepreneurship, Start-ups, Integrated Marketing, Sales Process, Small Business, Mergers & Acquisitions, Integration, Copywriting, Business Planning, Writing, Merger Transitions
Education
Baker University 1998 — 2000
MBA, Business
Iowa State University 1988 — 1992
BBA, College of Business, Marketing
Jason J. Hull, CFP® Jason J. Hull, CFP®'s Edward Jones Experience August 1993 - April 1995
Job Hull Wealth Management at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Wells Fargo Advisors January 2009 - February 2014
A.G. Edwards & Sons, Inc. May 1995 - December 2008
Edward Jones August 1993 - April 1995
Skills
Series 7, Series 63, Wealth, Financial Advisory, Portfolio Management, Wealth Management, Asset Allocation, Retirement, Retirement Planning, Securities, Long-term Care, Asset Management, Investment Management, 401k Rollovers, Long Term Care, Life Insurance Planning, Certified Financial..., 529 Plans, Multi-Generational..., Investment Advisory
Education
The Ohio State University 2010 — 2010
ACFP Certification Education Program
Baldwin-Wallace College 1989 — 1993
BA - Business Administrative, Finance, Minor in Economics
Fremont Ross High School 1986 — 1989
UBS February 2014 - Present
Wells Fargo Advisors January 2009 - February 2014
A.G. Edwards & Sons, Inc. May 1995 - December 2008
Edward Jones August 1993 - April 1995
Skills
Series 7, Series 63, Wealth, Financial Advisory, Portfolio Management, Wealth Management, Asset Allocation, Retirement, Retirement Planning, Securities, Long-term Care, Asset Management, Investment Management, 401k Rollovers, Long Term Care, Life Insurance Planning, Certified Financial..., 529 Plans, Multi-Generational..., Investment Advisory
Education
The Ohio State University 2010 — 2010
ACFP Certification Education Program
Baldwin-Wallace College 1989 — 1993
BA - Business Administrative, Finance, Minor in Economics
Fremont Ross High School 1986 — 1989
Jonathan Mathews's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
United States Air Force March 2006 - April 2015
Education
The University of Kansas 2010 — 2014
Bachelor of Arts (B.A.), History
Community College of the Air Force 2008 — 2009
Associate of Arts and Sciences (AAS), Criminal Justice
Baker University 2006 — 2007
Edward Jones March 2015 - Present
United States Air Force March 2006 - April 2015
Education
The University of Kansas 2010 — 2014
Bachelor of Arts (B.A.), History
Community College of the Air Force 2008 — 2009
Associate of Arts and Sciences (AAS), Criminal Justice
Baker University 2006 — 2007
Jamie Muller's Edward Jones Experience May 2007 - July 2009
Job Director of Marketing Business Development at Lawing Financial, Inc.
Industry Financial Services
Experience
Lawing Financial Inc. December 2013 - Present
Lawing Financial Inc. July 2009 - December 2013
Edward Jones May 2007 - July 2009
Capital One Home Loans September 2005 - May 2007
Country Club Trust Company May 2003 - September 2005
Education
Baker University
Bachelor of Business Administration
Lawing Financial Inc. December 2013 - Present
Lawing Financial Inc. July 2009 - December 2013
Edward Jones May 2007 - July 2009
Capital One Home Loans September 2005 - May 2007
Country Club Trust Company May 2003 - September 2005
Education
Baker University
Bachelor of Business Administration
Jeff Bartek's Edward Jones Experience 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
IT Industry August 2013 - Present
Skills
Solution Selling, Direct Sales, Territory Development, Channel Partners, Sales, Salesforce.com, Cold Calling, Sales Presentations, Enterprise Software, Channel Sales, Selling, Software Industry
Education
Baylor University 1997 — 1999
Masters, Education
Sam Houston State University 1994 — 1997
Edward Jones 2014 - Present
IT Industry August 2013 - Present
Skills
Solution Selling, Direct Sales, Territory Development, Channel Partners, Sales, Salesforce.com, Cold Calling, Sales Presentations, Enterprise Software, Channel Sales, Selling, Software Industry
Education
Baylor University 1997 — 1999
Masters, Education
Sam Houston State University 1994 — 1997
Faiz Ali's Edward Jones Experience April 2012 - November 2014
Job Enterprise Architect at UTG
Industry Computer Software
Experience
UTG November 2014 - Present
Edward Jones April 2012 - November 2014
Edward Jones March 2000 - September 2012
Technology Partners 1999 - March 2000
ICNS October 1998 - July 1999
IPCS January 1996 - September 1996
Skills
Oracle, Java Enterprise Edition, XML, JSP, DB2, SDLC, SOA, Unix, PL/SQL, Software Development, Systems Analysis, UML, JavaScript, Perl, Struts, Websphere, Weblogic, J2EE Application..., Tomcat, Spring, Unix Shell Scripting, Web Services, Agile Methodologies, Enterprise Architecture, XSLT, Ant, Hibernate, JMS, Shell Scripting, WebLogic
Education
Southeastern University 1996 — 1998
MBA, MIS
B. M. S. College of Engineering 1991 — 1995
BSCE, Computer Engineering
UTG November 2014 - Present
Edward Jones April 2012 - November 2014
Edward Jones March 2000 - September 2012
Technology Partners 1999 - March 2000
ICNS October 1998 - July 1999
IPCS January 1996 - September 1996
Skills
Oracle, Java Enterprise Edition, XML, JSP, DB2, SDLC, SOA, Unix, PL/SQL, Software Development, Systems Analysis, UML, JavaScript, Perl, Struts, Websphere, Weblogic, J2EE Application..., Tomcat, Spring, Unix Shell Scripting, Web Services, Agile Methodologies, Enterprise Architecture, XSLT, Ant, Hibernate, JMS, Shell Scripting, WebLogic
Education
Southeastern University 1996 — 1998
MBA, MIS
B. M. S. College of Engineering 1991 — 1995
BSCE, Computer Engineering
Rebecca Zoole's Edward Jones Experience 2004 - 2005
Job Versatile IT Professional
Industry Information Technology and Services
Experience
Mark Zoole and Associates January 2009 - Present
American Mensa 1996 - 2012
AT&T March 2008 - November 2008
AT&T 2005 - 2007
Edward Jones 2004 - 2005
Edward Jones 2003 - 2004
Famous-Barr (division of May Co.) August 1995 - April 2002
R.F.Mulvaney & Associates 1992 - 1995
Skills
Access, SQL, Technical Writing, HTML, Analysis, VBA, Visual Basic, Programming, Windows, Microsoft Office, Visio, Excel, Word, SQL Server, Crystal Reports, Business Analysis, XML, Documentation, Data Analysis, Troubleshooting, Outlook, PowerPoint, Research, Requirements Analysis, Web Development, Databases, Dbase, C, PeopleSoft, Unix, Software Documentation, Training, Testing, Microsoft Excel, Project Management, Program Management, Microsoft SQL Server, Microsoft Word, SDLC, Networking, CSS
Education
Washington University in St. Louis 1986 — 1987
Bar-Ilan University 1979 — 1982
BA, Linguistics and English Literature
Horton Watkins (Ladue) High School 1974 — 1977
Mark Zoole and Associates January 2009 - Present
American Mensa 1996 - 2012
AT&T March 2008 - November 2008
AT&T 2005 - 2007
Edward Jones 2004 - 2005
Edward Jones 2003 - 2004
Famous-Barr (division of May Co.) August 1995 - April 2002
R.F.Mulvaney & Associates 1992 - 1995
Skills
Access, SQL, Technical Writing, HTML, Analysis, VBA, Visual Basic, Programming, Windows, Microsoft Office, Visio, Excel, Word, SQL Server, Crystal Reports, Business Analysis, XML, Documentation, Data Analysis, Troubleshooting, Outlook, PowerPoint, Research, Requirements Analysis, Web Development, Databases, Dbase, C, PeopleSoft, Unix, Software Documentation, Training, Testing, Microsoft Excel, Project Management, Program Management, Microsoft SQL Server, Microsoft Word, SDLC, Networking, CSS
Education
Washington University in St. Louis 1986 — 1987
Bar-Ilan University 1979 — 1982
BA, Linguistics and English Literature
Horton Watkins (Ladue) High School 1974 — 1977
Mark Magnusen's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Will Smith, CFA's Edward Jones Experience October 2002 - April 2007
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC May 2015 - Present
Goldman Sachs June 2013 - May 2015
Jefferies & Company November 2009 - June 2013
Zoot GU Triathlon Team January 2007 - December 2009
LNG Capital October 2008 - July 2009
Capital Group 2008 - 2008
Edward Jones October 2002 - April 2007
Skills
Investments, Equity Research, Valuation, Financial Modeling, Equities, Analysis, Finance
Education
CFA Institute 2009 — 2011
CFA
London Business School 2007 — 2009
MBA, Finance
Vanderbilt University 1998 — 2002
Bachelor of Engineering, Structural Engineering
Australian Graduate School of Management
Sterling Capital Management LLC May 2015 - Present
Goldman Sachs June 2013 - May 2015
Jefferies & Company November 2009 - June 2013
Zoot GU Triathlon Team January 2007 - December 2009
LNG Capital October 2008 - July 2009
Capital Group 2008 - 2008
Edward Jones October 2002 - April 2007
Skills
Investments, Equity Research, Valuation, Financial Modeling, Equities, Analysis, Finance
Education
CFA Institute 2009 — 2011
CFA
London Business School 2007 — 2009
MBA, Finance
Vanderbilt University 1998 — 2002
Bachelor of Engineering, Structural Engineering
Australian Graduate School of Management
Farida Mistry's Edward Jones Experience 1998 - 2001
Job Owner, Mistry CPA PA
Industry Financial Services
Experience
Mistry CPA PA 2007 - Present
LPL Financial Services 2001 - 2007
Edward Jones 1998 - 2001
Paine Webber 1996 - 1998
Maneckshana CPA PA 1982 - 1996
Skills
Financial Analysis, Asset Managment, Strategic Financial..., Investments, Financial Modeling
Education
City University of New York-Baruch College 1976 — 1980
Bachelor of Science, Accounting and Finance
Mistry CPA PA 2007 - Present
LPL Financial Services 2001 - 2007
Edward Jones 1998 - 2001
Paine Webber 1996 - 1998
Maneckshana CPA PA 1982 - 1996
Skills
Financial Analysis, Asset Managment, Strategic Financial..., Investments, Financial Modeling
Education
City University of New York-Baruch College 1976 — 1980
Bachelor of Science, Accounting and Finance
Charles Klotz's Edward Jones Experience 2001 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
AIG Valic 2004 - 2007
Edward Jones 2001 - 2004
CoreExpress 2000 - 2001
Primary Networks 2000 - 2000
Milgo Solutions 1984 - 1999
Racal Datacom 1984 - 1999
Racal-Milgo 1984 - 1999
NextiraOne 1984 - 1999
Education
Ball State University - College of Business 1970 — 1974
AIG Valic 2004 - 2007
Edward Jones 2001 - 2004
CoreExpress 2000 - 2001
Primary Networks 2000 - 2000
Milgo Solutions 1984 - 1999
Racal Datacom 1984 - 1999
Racal-Milgo 1984 - 1999
NextiraOne 1984 - 1999
Education
Ball State University - College of Business 1970 — 1974
Ashok Pawar's Edward Jones Experience May 2007 - Present
Job Technical Consultant
Industry Financial Services
Experience
Edward Jones May 2007 - Present
L&T Infotech 1994 - 2006
L&T Information Technology Ltd. 1994 - 2006
Larsen and Toubro Limited 1994 - 1997
Bajaj Auto Ltd 1991 - 1994
Education
Babasaheb Bhimrao Ambedkar University 1987 — 1991
Doctor Babasaheb Ambedkar Marathwada University 1987 — 1991
BE, Computer Science
Edward Jones May 2007 - Present
L&T Infotech 1994 - 2006
L&T Information Technology Ltd. 1994 - 2006
Larsen and Toubro Limited 1994 - 1997
Bajaj Auto Ltd 1991 - 1994
Education
Babasaheb Bhimrao Ambedkar University 1987 — 1991
Doctor Babasaheb Ambedkar Marathwada University 1987 — 1991
BE, Computer Science
Marian Neumeyer's Edward Jones Experience 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Higher Education
Experience
Edward Jones 2014 - Present
Marymount California University April 2011 - Present
ING Advisors Network July 2006 - February 2010
ING Advisors Network January 2000 - September 2005
Fender Musical Instruments 1991 - 1995
Skills
Fundraising, Philanthropy, Event Planning, Customer Service, Higher Education, Non-profits
Education
Azusa Pacific University
Liberal Studies
Edward Jones 2014 - Present
Marymount California University April 2011 - Present
ING Advisors Network July 2006 - February 2010
ING Advisors Network January 2000 - September 2005
Fender Musical Instruments 1991 - 1995
Skills
Fundraising, Philanthropy, Event Planning, Customer Service, Higher Education, Non-profits
Education
Azusa Pacific University
Liberal Studies
Scott Wipperman's Edward Jones Experience 2000 - 2004
Job Interim Pastor: First Presbyterian Church Helena, MT
Industry Religious Institutions
Experience
First Presbyterian Church Helena, MT February 2013 - Present
First Presbyterian Chruch - Athens, TX June 2012 - November 2012
Wasatch Presbyterian Chruch June 2008 - December 2011
Edward Jones 2000 - 2004
Novell September 1990 - November 1998
Hewlett-Packard 1979 - 1990
Skills
Strategic Financial..., Insurance, Mutual Funds, Worship, Christian Theology, Pastoral, Transitional Ministry, Conflict Resolution, Christian Education, Spiritual Formation, Public Speaking, Leadership, Strategic Planning, Finance, Business Strategy, Budgets, Retirement Planning, Investments, Financial Analysis, Series 7, Wealth Management, Portfolio Management, Customer Service, Accounting, Biblical Studies, Teaching, Theology, Preaching
Education
Austin Presbyterian Theological Seminary 2011 — 2016
Doctorate of Ministry (D Min), Theology
Austin Prsbyterian Theological Seminary 2005 — 2008
Master of Divinity (MDiv)
The University of Texas at Austin - Red McCombs School of Business 1977 — 1979
MBA, Marketing
The University of Texas at Austin 1973 — 1977
BA, Computer Sciences, Graduated with Honors
First Presbyterian Church Helena, MT February 2013 - Present
First Presbyterian Chruch - Athens, TX June 2012 - November 2012
Wasatch Presbyterian Chruch June 2008 - December 2011
Edward Jones 2000 - 2004
Novell September 1990 - November 1998
Hewlett-Packard 1979 - 1990
Skills
Strategic Financial..., Insurance, Mutual Funds, Worship, Christian Theology, Pastoral, Transitional Ministry, Conflict Resolution, Christian Education, Spiritual Formation, Public Speaking, Leadership, Strategic Planning, Finance, Business Strategy, Budgets, Retirement Planning, Investments, Financial Analysis, Series 7, Wealth Management, Portfolio Management, Customer Service, Accounting, Biblical Studies, Teaching, Theology, Preaching
Education
Austin Presbyterian Theological Seminary 2011 — 2016
Doctorate of Ministry (D Min), Theology
Austin Prsbyterian Theological Seminary 2005 — 2008
Master of Divinity (MDiv)
The University of Texas at Austin - Red McCombs School of Business 1977 — 1979
MBA, Marketing
The University of Texas at Austin 1973 — 1977
BA, Computer Sciences, Graduated with Honors
Todd Darr's Edward Jones Experience LCDR, SC,
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones LCDR, SC,
Education
Ball State University 1986 — 1990
Edward Jones LCDR, SC,
Education
Ball State University 1986 — 1990
Tom Griffey's Edward Jones Experience August 1999 - July 2001
Job Corporate Controller at JMI
Industry Accounting
Experience
Just Marketing, Inc. February 2015 - Present
Stanley Black & Decker, Inc. December 2013 - February 2015
Angie's List November 2008 - December 2013
Robert Half Finance & Accounting July 2007 - November 2008
SAVVIS May 2005 - July 2007
Build-A-Bear July 2004 - April 2005
Growing Family July 2001 - July 2004
Edward Jones August 1999 - July 2001
Group Health Plan June 1998 - July 1999
Clifton Gunderson LLP June 1996 - June 1998
Skills
Accounting, Financial Reporting, Accounts Receivable, Financial Analysis, Accounts Payable, Payroll, Account Reconciliation, Cash Flow, General Ledger, CPA, GAAP, US GAAP, Variance Analysis, Cost Accounting, Sarbanes-Oxley Act
Education
Ball State University - College of Business 1992 — 1996
BS, Accounting
Just Marketing, Inc. February 2015 - Present
Stanley Black & Decker, Inc. December 2013 - February 2015
Angie's List November 2008 - December 2013
Robert Half Finance & Accounting July 2007 - November 2008
SAVVIS May 2005 - July 2007
Build-A-Bear July 2004 - April 2005
Growing Family July 2001 - July 2004
Edward Jones August 1999 - July 2001
Group Health Plan June 1998 - July 1999
Clifton Gunderson LLP June 1996 - June 1998
Skills
Accounting, Financial Reporting, Accounts Receivable, Financial Analysis, Accounts Payable, Payroll, Account Reconciliation, Cash Flow, General Ledger, CPA, GAAP, US GAAP, Variance Analysis, Cost Accounting, Sarbanes-Oxley Act
Education
Ball State University - College of Business 1992 — 1996
BS, Accounting
Cory Sly's Edward Jones Experience October 2009 - January 2010
Job Account Executive at McKesson Specialty
Industry Marketing and Advertising
Experience
McKesson November 2013 - Present
Angie's List October 2012 - December 2013
McKesson July 2011 - October 2012
McKesson October 2010 - July 2011
Kaplan Financial March 2010 - October 2010
Edward Jones October 2009 - January 2010
CNHI July 2008 - October 2009
Memphis Redbirds Baseball January 2008 - July 2008
Skills
Account Management, Advertising, New Business Development, Research, Oncology, Sales, Strategic Planning, Sales Operations, Marketing, Customer Service, Leadership, Strategy, Salesforce.com
Education
Ball State University 2004 — 2008
Bachelors, Sport Administration
Ball State University 2004 — 2008
BS, Sport Administration
McKesson November 2013 - Present
Angie's List October 2012 - December 2013
McKesson July 2011 - October 2012
McKesson October 2010 - July 2011
Kaplan Financial March 2010 - October 2010
Edward Jones October 2009 - January 2010
CNHI July 2008 - October 2009
Memphis Redbirds Baseball January 2008 - July 2008
Skills
Account Management, Advertising, New Business Development, Research, Oncology, Sales, Strategic Planning, Sales Operations, Marketing, Customer Service, Leadership, Strategy, Salesforce.com
Education
Ball State University 2004 — 2008
Bachelors, Sport Administration
Ball State University 2004 — 2008
BS, Sport Administration
Brad Storm's Edward Jones Experience January 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2002 - Present
Kforce, Inc. September 2000 - January 2002
Verizon February 1995 - September 2000
Skills
Retirement Planning, Financial Goals, 401k Rollovers, Financial Advisory
Education
Baylor University 1988 — 1991
BBA, Accounting
Baylor University - Hankamer School of Business 1988 — 1991
BBA, Accounting
Edward Jones January 2002 - Present
Kforce, Inc. September 2000 - January 2002
Verizon February 1995 - September 2000
Skills
Retirement Planning, Financial Goals, 401k Rollovers, Financial Advisory
Education
Baylor University 1988 — 1991
BBA, Accounting
Baylor University - Hankamer School of Business 1988 — 1991
BBA, Accounting
Lauren Noriega's Edward Jones Experience February 2008 - July 2010
Job Assistant Project Manager at Charles Pankow Builders
Industry Construction
Experience
Charles Pankow Builders January 2013 - Present
Charles Pankow Builders August 2010 - January 2013
Edward Jones February 2008 - July 2010
Skills
Process Scheduler, Construction, Contract Management, MS Project, Contract Negotiation, Budgets, Construction Management, Microsoft Office, Microsoft Excel, Value Engineering, Customer Service, LEED
Education
Azusa Pacific University 2006 — 2007
Master's, Business Administration
New Mexico Highlands University 2002 — 2006
BBA, Marketing
Glendora High School
Charles Pankow Builders January 2013 - Present
Charles Pankow Builders August 2010 - January 2013
Edward Jones February 2008 - July 2010
Skills
Process Scheduler, Construction, Contract Management, MS Project, Contract Negotiation, Budgets, Construction Management, Microsoft Office, Microsoft Excel, Value Engineering, Customer Service, LEED
Education
Azusa Pacific University 2006 — 2007
Master's, Business Administration
New Mexico Highlands University 2002 — 2006
BBA, Marketing
Glendora High School
Tracy Fruitt's Edward Jones Experience 1990 - 1993
Job Financial Advisor at Registered Representative at Voya Financial Advisors
Industry Investment Management
Experience
Registered Representative at Voya Financial Advisors January 2014 - Present
ING Financial Partners March 2003 - Present
Raffensperger Hughes and NatCity Investments June 1993 - January 2003
Edward Jones 1990 - 1993
Skills
Financial Analysis, Estate Planning, Retirement Planning, Employee Benefits, Series 7, Mutual Funds, Investments, 401k, Life Insurance, Portfolio Management, Retirement
Education
Ball State University - College of Business 1979 — 1984
Accounting, Finance, Law, Economics and Computer Science
Registered Representative at Voya Financial Advisors January 2014 - Present
ING Financial Partners March 2003 - Present
Raffensperger Hughes and NatCity Investments June 1993 - January 2003
Edward Jones 1990 - 1993
Skills
Financial Analysis, Estate Planning, Retirement Planning, Employee Benefits, Series 7, Mutual Funds, Investments, 401k, Life Insurance, Portfolio Management, Retirement
Education
Ball State University - College of Business 1979 — 1984
Accounting, Finance, Law, Economics and Computer Science
Matthew Carty's Edward Jones Experience August 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Cantor Fitzgerald & Co. June 2008 - August 2014
Christ the King School September 2002 - August 2007
Skills
Series 7, Series 24, Public Speaking, Microsoft Excel, Coaching, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Management
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Edward Jones August 2014 - Present
Cantor Fitzgerald & Co. June 2008 - August 2014
Christ the King School September 2002 - August 2007
Skills
Series 7, Series 24, Public Speaking, Microsoft Excel, Coaching, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Management
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Sona Kovoor's Edward Jones Experience January 2010 - February 2013
Job at
Industry Financial Services
Experience
Brinco Financial Services Inc. December 2014 - Present
CIBC April 2013 - November 2014
Edward Jones January 2010 - February 2013
Global Matrix 2009 - 2010
Air Miles 2001 - 2007
KLM 1996 - 2001
Skills
Strategic Financial..., Account Management, Investment Strategies, Management, Investment Advisory, Wealth Management, Retirement Planning, Investments, Team Leadership, Mutual Funds, Coaching, Business Analysis, Portfolio Management, Retirement, Estate Planning, Asset Allocation, Sales Management, Financial Analysis, Financial Services, Financial Advisory, Wealth, CRM, Financial Planners, Finance, Securities, Insurance, Team Management, Call Centers, Client Relations Skills
Education
Bangalore University
Master of Arts (M.A.)
Brinco Financial Services Inc. December 2014 - Present
CIBC April 2013 - November 2014
Edward Jones January 2010 - February 2013
Global Matrix 2009 - 2010
Air Miles 2001 - 2007
KLM 1996 - 2001
Skills
Strategic Financial..., Account Management, Investment Strategies, Management, Investment Advisory, Wealth Management, Retirement Planning, Investments, Team Leadership, Mutual Funds, Coaching, Business Analysis, Portfolio Management, Retirement, Estate Planning, Asset Allocation, Sales Management, Financial Analysis, Financial Services, Financial Advisory, Wealth, CRM, Financial Planners, Finance, Securities, Insurance, Team Management, Call Centers, Client Relations Skills
Education
Bangalore University
Master of Arts (M.A.)
Jason Odom, CFA's Edward Jones Experience August 2007 - December 2007
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
JaLonn Westmoreland MBA's Edward Jones Experience March 2010 - December 2010
Job Account Representative at Everest College
Industry Higher Education
Experience
Everest College April 2013 - Present
American Income Life September 2012 - April 2013
Commerce Bank January 2012 - April 2012
Opportunity Knocks November 2011 - February 2012
Waddell & Reed April 2011 - December 2011
Edward Jones March 2010 - December 2010
Hertz Corporation November 2005 - March 2010
Skills
Account Management, Advertising, Analysis, Business Development, Business Strategy, Coaching, Cold Calling, Contract Recruitment, Customer Service, Editing, Employee Benefits, Employee Relations, Entrepreneurship, Event Planning, Finance, Financial Services, Fundraising, Insurance, Inventory Management, Key Account Management, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Merchandising, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nonprofits, Portfolio Management, PowerPoint, Program Management, Project Management, Public Speaking, Research, Retail, Retirement Planning, Sales, Sales Management, Small Business, Social Media, Social Networking, Software Documentation, Strategic Financial..., Strategic Planning, Teaching, Team Leadership
Education
Master of Business Administration 2005 — 2008
Avila University
Master of Business Administration (M.B.A.)
State Fair Community College
Associate of Arts (A.A.)
University of Missouri-Kansas City
Mass Communication
Everest College April 2013 - Present
American Income Life September 2012 - April 2013
Commerce Bank January 2012 - April 2012
Opportunity Knocks November 2011 - February 2012
Waddell & Reed April 2011 - December 2011
Edward Jones March 2010 - December 2010
Hertz Corporation November 2005 - March 2010
Skills
Account Management, Advertising, Analysis, Business Development, Business Strategy, Coaching, Cold Calling, Contract Recruitment, Customer Service, Editing, Employee Benefits, Employee Relations, Entrepreneurship, Event Planning, Finance, Financial Services, Fundraising, Insurance, Inventory Management, Key Account Management, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Merchandising, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Nonprofits, Portfolio Management, PowerPoint, Program Management, Project Management, Public Speaking, Research, Retail, Retirement Planning, Sales, Sales Management, Small Business, Social Media, Social Networking, Software Documentation, Strategic Financial..., Strategic Planning, Teaching, Team Leadership
Education
Master of Business Administration 2005 — 2008
Avila University
Master of Business Administration (M.B.A.)
State Fair Community College
Associate of Arts (A.A.)
University of Missouri-Kansas City
Mass Communication
Mary Truitt's Edward Jones Experience June 2005 - March 2008
Job Consumer Services Professional
Industry Consumer Services
Experience
Edward Jones June 2005 - March 2008
Edward Jones June 2005 - March 2008
Education
Ball State University 1983 — 1985
Masters, Adult Education
Purdue University 1971 — 1974
Bachelor Degree, Recreation Administration and Physical Education
Edward Jones June 2005 - March 2008
Edward Jones June 2005 - March 2008
Education
Ball State University 1983 — 1985
Masters, Adult Education
Purdue University 1971 — 1974
Bachelor Degree, Recreation Administration and Physical Education
Cheryl Dorn's Edward Jones Experience February 2001 - July 2011
Job Relationship, Account and Platform Manager
Industry Insurance
Experience
Edward Jones February 2001 - July 2011
Skills
Series 7, Financial Services, Retirement Planning, Mutual Funds, Insurance, Wealth Management, Investments, Leadership, Fixed Annuities, Business Analysis, Finance, Process Improvement, Retirement, Sales, Strategic Planning
Education
Baker University 1992 — 1994
MBA, Finance
Saint Leo University 1986 — 1989
BA, Political Science & Economics
Edward Jones February 2001 - July 2011
Skills
Series 7, Financial Services, Retirement Planning, Mutual Funds, Insurance, Wealth Management, Investments, Leadership, Fixed Annuities, Business Analysis, Finance, Process Improvement, Retirement, Sales, Strategic Planning
Education
Baker University 1992 — 1994
MBA, Finance
Saint Leo University 1986 — 1989
BA, Political Science & Economics
Brendan Kerrigan's Edward Jones Experience November 2009 - Present
Job Financial Advisor at Edward Jones
Industry Automotive
Experience
Edward Jones November 2009 - Present
Elsa LLc 2005 - 2009
Feeny Manufacturing 2002 - 2005
Engineered Machined Products 1999 - 2002
Education
Ball State University 1987 — 1990
Masters, Executive Development for Public Administration
Ball State University 1975 — 1981
Bachelors, Visual Communication, Marketing
Edward Jones November 2009 - Present
Elsa LLc 2005 - 2009
Feeny Manufacturing 2002 - 2005
Engineered Machined Products 1999 - 2002
Education
Ball State University 1987 — 1990
Masters, Executive Development for Public Administration
Ball State University 1975 — 1981
Bachelors, Visual Communication, Marketing
Evar Ukpokodu's Edward Jones Experience May 2005 - October 2005
Job Purchasing Manager at Amarr Garage Doors
Industry Building Materials
Experience
Amarr Garage Doors November 2014 - Present
Amarr Garage Doors May 2014 - November 2014
Amarr January 2011 - May 2014
Amarr Garage Doors September 2006 - February 2011
Edward Jones May 2005 - October 2005
Skills
Customer Relations, Customer Service, Microsoft Office, Coaching, Call Center, Compliance, Account Management, Operations Management, Training, Accounts Payable, Accounts Receivable, National Accounts, Contract Management, CRM, Sales, Leadership, Team Building, Call Centers
Education
Baker University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Kansas 1998 — 2004
B.A, Political Science
Amarr Garage Doors November 2014 - Present
Amarr Garage Doors May 2014 - November 2014
Amarr January 2011 - May 2014
Amarr Garage Doors September 2006 - February 2011
Edward Jones May 2005 - October 2005
Skills
Customer Relations, Customer Service, Microsoft Office, Coaching, Call Center, Compliance, Account Management, Operations Management, Training, Accounts Payable, Accounts Receivable, National Accounts, Contract Management, CRM, Sales, Leadership, Team Building, Call Centers
Education
Baker University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Kansas 1998 — 2004
B.A, Political Science
Valerie McWilliams's Edward Jones Experience May 2008 - February 2009
Job Licensed Financial Sales Consultant at Pnc investments
Industry Financial Services
Experience
Pnc investments June 2009 - Present
First Investors Corporation February 2009 - April 2011
Edward Jones May 2008 - February 2009
University Directories 2007 - 2007
Education
Ball State University - College of Business 2004 — 2008
Bachelor of Arts, Marketing, Psychology
Pnc investments June 2009 - Present
First Investors Corporation February 2009 - April 2011
Edward Jones May 2008 - February 2009
University Directories 2007 - 2007
Education
Ball State University - College of Business 2004 — 2008
Bachelor of Arts, Marketing, Psychology
Liliana VanVort's Edward Jones Experience April 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Lincoln Financial Group. February 2011 - November 2011
The Pinnacle Group November 2009 - December 2010
American Funds September 2003 - July 2009
Sage Life Assurance July 2002 - January 2003
J&W Seligman 1998 - 2001
Seligman Advisors March 1995 - March 1998
Merrill Lynch December 1989 - December 1994
Skills
Bilingual-Spanish, Computer Literate, Problem Solving, Compliance, New Business Development, Teamwork, Insurance, Securities, Mutual Funds, Finance, Retirement Planning, Financial Services, Customer Service, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, International Marketing
Edward Jones April 2012 - Present
Lincoln Financial Group. February 2011 - November 2011
The Pinnacle Group November 2009 - December 2010
American Funds September 2003 - July 2009
Sage Life Assurance July 2002 - January 2003
J&W Seligman 1998 - 2001
Seligman Advisors March 1995 - March 1998
Merrill Lynch December 1989 - December 1994
Skills
Bilingual-Spanish, Computer Literate, Problem Solving, Compliance, New Business Development, Teamwork, Insurance, Securities, Mutual Funds, Finance, Retirement Planning, Financial Services, Customer Service, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, International Marketing
Becky Paulzine's Edward Jones Experience September 2015 - Present
Job
Industry Investment Management
Experience
Edward Jones September 2015 - Present
Education
Creighton University School of Law 2001 — 2004
J.D.
Baylor University 1997 — 2001
B.B.A.
Edward Jones September 2015 - Present
Education
Creighton University School of Law 2001 — 2004
J.D.
Baylor University 1997 — 2001
B.B.A.
Chris Van Keirsbilck's Edward Jones Experience January 2013 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Skills
Investments, Retirement Planning, Financial Planning, Insurance, Wealth Management
Education
Baker University 2002 — 2004
Master of Business Administration (M.B.A.)
Missouri Western State University 1995 — 1998
Bachelor's Degree, Business Administration and Management, General
Edward Jones January 2013 - Present
Skills
Investments, Retirement Planning, Financial Planning, Insurance, Wealth Management
Education
Baker University 2002 — 2004
Master of Business Administration (M.B.A.)
Missouri Western State University 1995 — 1998
Bachelor's Degree, Business Administration and Management, General
Cory Archbold's Edward Jones Experience February 2003 - April 2005
Job VP/General Manager at Dry Dock Marine Center
Industry Executive Office
Experience
Dry Dock Marine Center April 2006 - Present
Edward Jones February 2003 - April 2005
Charles Schwab July 1998 - February 2003
Skills
Leadership
Education
Ball State University - College of Business 1993 — 1998
Finance, Corporate, Institutional & Financial planning
Dry Dock Marine Center April 2006 - Present
Edward Jones February 2003 - April 2005
Charles Schwab July 1998 - February 2003
Skills
Leadership
Education
Ball State University - College of Business 1993 — 1998
Finance, Corporate, Institutional & Financial planning
Barbara Spaniola's Edward Jones Experience February 2002 - October 2005
Job Certified Occupational Therapy Assistant COTA/L
Industry Hospital & Health Care
Experience
Heartland Healthcare Knollview April 2012 - Present
ProStep Rehab February 2012 - Present
UBS March 2006 - April 2009
Edward Jones February 2002 - October 2005
The Auto Club Group June 1974 - September 2001
Skills
Public Speaking, Customer Service, Non-profits, Fundraising, Long-term Care, Leadership, PowerPoint
Education
Baker College of Muskegon 2009 — 2011
Associate of Applied Science, Occupational Therapist Assistant, 3.90
Siena Heights University
Bachelor of Arts (B.A.), Business Administration
Heartland Healthcare Knollview April 2012 - Present
ProStep Rehab February 2012 - Present
UBS March 2006 - April 2009
Edward Jones February 2002 - October 2005
The Auto Club Group June 1974 - September 2001
Skills
Public Speaking, Customer Service, Non-profits, Fundraising, Long-term Care, Leadership, PowerPoint
Education
Baker College of Muskegon 2009 — 2011
Associate of Applied Science, Occupational Therapist Assistant, 3.90
Siena Heights University
Bachelor of Arts (B.A.), Business Administration
Lisa Connolley's Edward Jones Experience December 2008 - Present
Job Branch Office Administrator Edward Jones
Industry Financial Services
Experience
Edward Jones December 2008 - Present
East West Partners November 1998 - November 2008
Education
Bay Path College
Executive Assistant/Executive Secretary
Edward Jones December 2008 - Present
East West Partners November 1998 - November 2008
Education
Bay Path College
Executive Assistant/Executive Secretary
Barbara Valentine's Edward Jones Experience July 2003 - June 2008
Job Controller / Human Resource Manager, Bay Harbor Marina
Industry Executive Office
Experience
Bay Harbor Marina April 2013 - Present
Village of Mayville, Planning Commission October 2012 - Present
Financial Services June 2008 - April 2013
Edward Jones July 2003 - June 2008
Lear Corporation September 1995 - January 2003
Skills
Leadership, Portfolio Management, Investments, Risk Management, Team Building, Strategic Financial..., Loans, Customer Service, Management, Mutual Funds, Insurance, Process Improvement
Education
Walden University 2009 — 2015
Ph.D., Public Policy and Administration
Baker College Center for Graduate Studies 2001 — 2003
Master of Business Administration (M.B.A.), Leadership Studies
Baker College Business and Corporate Services 1998 — 2001
Baccalaureate, Business Administration - Leadership Studies
Bay Harbor Marina April 2013 - Present
Village of Mayville, Planning Commission October 2012 - Present
Financial Services June 2008 - April 2013
Edward Jones July 2003 - June 2008
Lear Corporation September 1995 - January 2003
Skills
Leadership, Portfolio Management, Investments, Risk Management, Team Building, Strategic Financial..., Loans, Customer Service, Management, Mutual Funds, Insurance, Process Improvement
Education
Walden University 2009 — 2015
Ph.D., Public Policy and Administration
Baker College Center for Graduate Studies 2001 — 2003
Master of Business Administration (M.B.A.), Leadership Studies
Baker College Business and Corporate Services 1998 — 2001
Baccalaureate, Business Administration - Leadership Studies
Pam Cleval's Edward Jones Experience August 1996 - Present
Job Project Leader in Branch Development at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1996 - Present
Moore Business Forms October 1990 - July 1996
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts, Amherst
BA, Political Science
Edward Jones August 1996 - Present
Moore Business Forms October 1990 - July 1996
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts, Amherst
BA, Political Science
Pamela Betz's Edward Jones Experience December 1996 - January 2001
Job Adjunct Instructor Agriculture at Ivy Tech Community College
Industry Higher Education
Experience
Ivy Tech Community College January 2012 - Present
Ball State University August 2011 - December 2011
Comcast August 2008 - August 2010
Clear Channel Radio January 2001 - October 2007
Edward Jones December 1996 - January 2001
Ivy Tech Community College September 1987 - December 1996
Skills
Public Speaking, Event Planning, Customer Service, PowerPoint, Promotions
Education
Ball State University 2010 — 2012
Master of Arts, Adult and Community Education
Ball State University - College of Business 1975 — 1979
Bachelor of Science, Finance
Ivy Tech Community College January 2012 - Present
Ball State University August 2011 - December 2011
Comcast August 2008 - August 2010
Clear Channel Radio January 2001 - October 2007
Edward Jones December 1996 - January 2001
Ivy Tech Community College September 1987 - December 1996
Skills
Public Speaking, Event Planning, Customer Service, PowerPoint, Promotions
Education
Ball State University 2010 — 2012
Master of Arts, Adult and Community Education
Ball State University - College of Business 1975 — 1979
Bachelor of Science, Finance
Kevin Gearhart's Edward Jones Experience January 2000 - January 2001
Job SOX and Risk Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group January 2008 - January 2011
Lincoln Financial Group January 2004 - January 2008
Lincoln Financial Group January 2001 - January 2004
Edward Jones January 2000 - January 2001
Computer Task Group January 1998 - January 2000
Engineering Animation, Inc. January 1996 - January 1998
DePuy Orthopaedics January 1993 - January 1998
DePuy Orthopaedics January 1990 - January 1993
Zimmer January 1988 - January 1990
Skills
Governance, Risk Assessment, Internal Audit, Business Continuity..., Access, COSO, Business Requirements, Vendor Management, Data Privacy, Application Security, Business Process..., GLBA, Business Process, COBIT, Information Technology, Security
Education
Ball State University 1990 — 1992
Master's degree, Computer and Information Sciences, General
Ball State University 1982 — 1986
Bachelor's degree, Political Science and Government
WCHS
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group January 2008 - January 2011
Lincoln Financial Group January 2004 - January 2008
Lincoln Financial Group January 2001 - January 2004
Edward Jones January 2000 - January 2001
Computer Task Group January 1998 - January 2000
Engineering Animation, Inc. January 1996 - January 1998
DePuy Orthopaedics January 1993 - January 1998
DePuy Orthopaedics January 1990 - January 1993
Zimmer January 1988 - January 1990
Skills
Governance, Risk Assessment, Internal Audit, Business Continuity..., Access, COSO, Business Requirements, Vendor Management, Data Privacy, Application Security, Business Process..., GLBA, Business Process, COBIT, Information Technology, Security
Education
Ball State University 1990 — 1992
Master's degree, Computer and Information Sciences, General
Ball State University 1982 — 1986
Bachelor's degree, Political Science and Government
WCHS
Michelle Keen's Edward Jones Experience September 2013 - Present
Job BOA at Edward Jones
Industry Building Materials
Experience
Edward Jones September 2013 - Present
CTH Partners LLLP July 2012 - September 2013
Austin Community College August 2009 - July 2012
Education
Austin Community College 2010 — 2012
Education
Edward Jones September 2013 - Present
CTH Partners LLLP July 2012 - September 2013
Austin Community College August 2009 - July 2012
Education
Austin Community College 2010 — 2012
Education
Rosanne Fisher's Edward Jones Experience January 2011 - May 2012
Job Private Investigations
Industry Law Enforcement
Experience
Private Investigations June 2015 - Present
Law Office of Bill White April 2015 - May 2015
City of Round Rock, Texas June 2014 - March 2015
Texas Department of Public Safety May 2013 - June 2014
The University of Texas at Austin February 2013 - May 2013
Corvert Cadillac May 2012 - March 2013
Edward Jones January 2011 - May 2012
Regions Financial Corporation April 2010 - January 2011
Texas Home Health October 2009 - May 2010
Skills
Texas Notary Public,..., Knowledge Management, Finance, Banking, Branch Management, Branch Banking, Teller Operations, Supervising, Sales Presentations, PowerPoint, Strategic Communications, Retail Banking, Mortgage Banking, Sales Management, Cash Management, Cash Flow Forecasting, Computer Proficiency, Microsoft Word, Reports, Event Management, Financial Services, Credit, Deposits, Insurance, Filing, Risk Management, Access, Team Leadership, Customer Service, Public Speaking, Microsoft Office, Team Building, Sales, Negotiation, Training, Investigation, Law Enforcement, Leadership, Strategic Planning, Marketing, Government, Criminal Justice, Management, Strategy, Policy, Evidence, Microsoft Excel, Project Management, Private Investigations, Surveillance
Education
Austin Community College 2012 — 2016
Seeking Bachelor of Science, Criminal Justice
Carlson-Wagonlit Travel Academy 1998 — 1998
Certified Travel Consultant, Tourism and Travel Services Marketing Operations, 4.0
American Institute of Banking 1992 — 1993
Principals in Banking, Banking and Financial Support Services, 3.8
Austin Community College
Associate of Science (AS), Criminal Justice/Law Enforcement Administration
Private Investigations June 2015 - Present
Law Office of Bill White April 2015 - May 2015
City of Round Rock, Texas June 2014 - March 2015
Texas Department of Public Safety May 2013 - June 2014
The University of Texas at Austin February 2013 - May 2013
Corvert Cadillac May 2012 - March 2013
Edward Jones January 2011 - May 2012
Regions Financial Corporation April 2010 - January 2011
Texas Home Health October 2009 - May 2010
Skills
Texas Notary Public,..., Knowledge Management, Finance, Banking, Branch Management, Branch Banking, Teller Operations, Supervising, Sales Presentations, PowerPoint, Strategic Communications, Retail Banking, Mortgage Banking, Sales Management, Cash Management, Cash Flow Forecasting, Computer Proficiency, Microsoft Word, Reports, Event Management, Financial Services, Credit, Deposits, Insurance, Filing, Risk Management, Access, Team Leadership, Customer Service, Public Speaking, Microsoft Office, Team Building, Sales, Negotiation, Training, Investigation, Law Enforcement, Leadership, Strategic Planning, Marketing, Government, Criminal Justice, Management, Strategy, Policy, Evidence, Microsoft Excel, Project Management, Private Investigations, Surveillance
Education
Austin Community College 2012 — 2016
Seeking Bachelor of Science, Criminal Justice
Carlson-Wagonlit Travel Academy 1998 — 1998
Certified Travel Consultant, Tourism and Travel Services Marketing Operations, 4.0
American Institute of Banking 1992 — 1993
Principals in Banking, Banking and Financial Support Services, 3.8
Austin Community College
Associate of Science (AS), Criminal Justice/Law Enforcement Administration
Irene McCormick's Edward Jones Experience November 2007 - June 2010
Job Freelance Makeup Artist
Industry Cosmetics
Experience
BENEFIT COSMETICS LIMITED June 2015 - Present
Irene McCormick Makeup Artistry January 2015 - Present
Bobbi Brown Cosmetics January 2015 - Present
Christian Dior July 2014 - Present
Smashbox Cosmetics June 2014 - June 2015
Macy's May 2012 - June 2014
Accountemps/Thomson Reuters Contract September 2010 - January 2011
Edward Jones November 2007 - June 2010
Bloomingdale's March 2006 - November 2007
Woodbury Financial Services/The Hartford May 1999 - March 2006
Skills
Sales, Retail, Marketing, Customer Service, Fashion, Merchandising, Skin Care, Cosmetics, Beauty Industry, Sales Management, Marketing Strategy, Makeup Artistry, Social Networking, Weddings, Styling
Education
St. Catherine University 2000 — 2005
Business Administration/entrepreneurship
Aveda Institute-Minneapolis
Aesthetician/Esthetician and Skin Care Specialist
Lowthian College
Fashion Merchandising
BENEFIT COSMETICS LIMITED June 2015 - Present
Irene McCormick Makeup Artistry January 2015 - Present
Bobbi Brown Cosmetics January 2015 - Present
Christian Dior July 2014 - Present
Smashbox Cosmetics June 2014 - June 2015
Macy's May 2012 - June 2014
Accountemps/Thomson Reuters Contract September 2010 - January 2011
Edward Jones November 2007 - June 2010
Bloomingdale's March 2006 - November 2007
Woodbury Financial Services/The Hartford May 1999 - March 2006
Skills
Sales, Retail, Marketing, Customer Service, Fashion, Merchandising, Skin Care, Cosmetics, Beauty Industry, Sales Management, Marketing Strategy, Makeup Artistry, Social Networking, Weddings, Styling
Education
St. Catherine University 2000 — 2005
Business Administration/entrepreneurship
Aveda Institute-Minneapolis
Aesthetician/Esthetician and Skin Care Specialist
Lowthian College
Fashion Merchandising
Amy Ellis McDaniel's Edward Jones Experience October 2006 - July 2010
Job chief operating officer at Lampasas County Higher Education Center
Industry Education Management
Experience
Lampasas County Higher Education Center August 2011 - Present
Central Texas College August 2010 - December 2011
Lamasas County Higher Education Center July 2010 - July 2011
Edward Jones October 2006 - July 2010
Fourth Street Gallery and FSG Art Consulting October 2005 - October 2006
Florence Griswold Museum March 2003 - October 2004
Wadsworth Atheneum Museum of Art January 1996 - March 2003
Trinity College - Hartford September 1998 - May 1999
Wadsworth Atheneum Museum of Art 1991 - 1995
The Museum of Modern Art 1990 - 1991
Skills
Teaching, Writing, Editing, Art History, Non-profits, Grant Writing, Higher Education, Nonprofits, Curriculum Design, Art, Community Outreach, Grants, Research, Curriculum Development, Publications, Program Management, Fundraising, Volunteer Management, Leadership, Marketing, Program Development, Museums, Social Networking, Social Media
Education
Texas Tech University 2015 — 2018
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Drexel University 2012 — 2014
M.S., Higher Education/Higher Education Administration, 3.97
Columbia University in the City of New York 1990 — 1996
M.A., M.Phil., Art History: American painting; Japanese painting
Barnard College 1980 — 1984
B.A., Program in the Arts; Creative Writing
Miss Porter's School 1978 — 1980
H.S. diploma
Mercy High School 1976 — 1978
Lampasas County Higher Education Center August 2011 - Present
Central Texas College August 2010 - December 2011
Lamasas County Higher Education Center July 2010 - July 2011
Edward Jones October 2006 - July 2010
Fourth Street Gallery and FSG Art Consulting October 2005 - October 2006
Florence Griswold Museum March 2003 - October 2004
Wadsworth Atheneum Museum of Art January 1996 - March 2003
Trinity College - Hartford September 1998 - May 1999
Wadsworth Atheneum Museum of Art 1991 - 1995
The Museum of Modern Art 1990 - 1991
Skills
Teaching, Writing, Editing, Art History, Non-profits, Grant Writing, Higher Education, Nonprofits, Curriculum Design, Art, Community Outreach, Grants, Research, Curriculum Development, Publications, Program Management, Fundraising, Volunteer Management, Leadership, Marketing, Program Development, Museums, Social Networking, Social Media
Education
Texas Tech University 2015 — 2018
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Drexel University 2012 — 2014
M.S., Higher Education/Higher Education Administration, 3.97
Columbia University in the City of New York 1990 — 1996
M.A., M.Phil., Art History: American painting; Japanese painting
Barnard College 1980 — 1984
B.A., Program in the Arts; Creative Writing
Miss Porter's School 1978 — 1980
H.S. diploma
Mercy High School 1976 — 1978
Mark Scholer's Edward Jones Experience December 2004 - August 2005
Job Representative
Industry Financial Services
Experience
Western & Southern Financial Group Registered RepresentativeCharles SchwabOctober 2005 - August 2010
Edward Jones December 2004 - August 2005
Education
Ball State University 1983 — 1988
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Western & Southern Financial Group Registered RepresentativeCharles SchwabOctober 2005 - August 2010
Edward Jones December 2004 - August 2005
Education
Ball State University 1983 — 1988
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Angie Stults's Edward Jones Experience June 2005 - October 2009
Job PNC Bank
Industry Financial Services
Experience
PNC Bank October 2009 - Present
Edward Jones June 2005 - October 2009
Berlex Laboratories October 2001 - April 2005
Michiana Behavioral Health May 1994 - October 2001
Skills
Financial Analysis, Life Insurance, Public Speaking, Retirement Planning, Customer Service, Risk Management, Sales, Insurance, Sales Management, Finance, New Business Development, Relationship Management
Education
IUPUI 1989 — 1991
MSW, Social Work
Ball State University 1984 — 1988
Bachelor of Science (BS), Psychology
Argos High School
PNC Bank October 2009 - Present
Edward Jones June 2005 - October 2009
Berlex Laboratories October 2001 - April 2005
Michiana Behavioral Health May 1994 - October 2001
Skills
Financial Analysis, Life Insurance, Public Speaking, Retirement Planning, Customer Service, Risk Management, Sales, Insurance, Sales Management, Finance, New Business Development, Relationship Management
Education
IUPUI 1989 — 1991
MSW, Social Work
Ball State University 1984 — 1988
Bachelor of Science (BS), Psychology
Argos High School
Jane Lafuze's Edward Jones Experience March 2003 - Present
Job Branch office adminisitrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
Education
Ball State University 1969 — 1970
Education
Edward Jones March 2003 - Present
Education
Ball State University 1969 — 1970
Education
Gloria Fuller's Edward Jones Experience March 2012 - Present
Job Avid Book Reader
Industry Arts and Crafts
Experience
Edward Jones March 2012 - Present
Skills
Newsletters, Administrative..., Art, Research, Office Management, Fundraising, Outlook, Social Networking, Nonprofits, Event Management, Editing, Creative Writing, Microsoft Word
Education
Baker College of Jackson 1985 — 1986
Legal Support Services
Parkside High School Jackson Michigan 1978 — 1982
High School/Secondary Diploma Programs
Edward Jones March 2012 - Present
Skills
Newsletters, Administrative..., Art, Research, Office Management, Fundraising, Outlook, Social Networking, Nonprofits, Event Management, Editing, Creative Writing, Microsoft Word
Education
Baker College of Jackson 1985 — 1986
Legal Support Services
Parkside High School Jackson Michigan 1978 — 1982
High School/Secondary Diploma Programs
Heather Wolensky's Edward Jones Experience August 2013 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Knology August 2010 - Present
Vocalocity April 2012 - August 2013
Vocalocity April 2012 - August 2013
Sunflower Broadband September 2002 - August 2010
Skills
Telecommunications, Call Centers, Troubleshooting, Broadband, Customer Service, Customer Satisfaction, Call Center, Telephony, VoIP, Account Management, Sales, Technical Support, Process Improvement, Team Leadership, Computer Network..., IP, Routers, WAN, Training, Management
Education
Baker University 2010 — 2011
Business Administration, Business
Johnson County Community College
Edward Jones August 2013 - Present
Knology August 2010 - Present
Vocalocity April 2012 - August 2013
Vocalocity April 2012 - August 2013
Sunflower Broadband September 2002 - August 2010
Skills
Telecommunications, Call Centers, Troubleshooting, Broadband, Customer Service, Customer Satisfaction, Call Center, Telephony, VoIP, Account Management, Sales, Technical Support, Process Improvement, Team Leadership, Computer Network..., IP, Routers, WAN, Training, Management
Education
Baker University 2010 — 2011
Business Administration, Business
Johnson County Community College
Linda Van Voorhis's Edward Jones Experience June 1982 - Present
Job On call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1982 - Present
Skills
Leadership, Strategic Planning, Marketing, Nonprofits, Event Planning, Customer Service, Marketing Communications
Education
Ball State University 1976 — 1979
Bachelor's degree, Marketing
Purdue University 1975 — 1976
Edward Jones June 1982 - Present
Skills
Leadership, Strategic Planning, Marketing, Nonprofits, Event Planning, Customer Service, Marketing Communications
Education
Ball State University 1976 — 1979
Bachelor's degree, Marketing
Purdue University 1975 — 1976
Myra Francis's Edward Jones Experience October 2007 - December 2008
Job Bookkeeper at Pocono Arts Council
Industry Nonprofit Organization Management
Experience
Pocono Arts Council May 2011 - Present
Edward Jones October 2007 - December 2008
Time Inc. February 2000 - January 2006
Time Inc. November 1996 - February 2000
Brishar Insurance January 1994 - January 1996
Barclays Bank, plc January 1988 - January 1990
Skills
Financial Consulting, Bookkeeping, Financial Analysis
Education
Various 2007 — 2008
Financial Services
Boston Institute of Finance 2006 — 2006
Certificate, Financial Planning
Pennsylvania Association of Notaries 2006 — 2006
Notary Public License
Jackson Hewitt 2005 — 2005
Certificate, Introduction to Income Tax Preparation
Baruch College 1992 — 1994
BBA, Finance and Investments
Borough of Manhattan Community College 1990 — 1992
AA, Business Administration
Pocono Arts Council May 2011 - Present
Edward Jones October 2007 - December 2008
Time Inc. February 2000 - January 2006
Time Inc. November 1996 - February 2000
Brishar Insurance January 1994 - January 1996
Barclays Bank, plc January 1988 - January 1990
Skills
Financial Consulting, Bookkeeping, Financial Analysis
Education
Various 2007 — 2008
Financial Services
Boston Institute of Finance 2006 — 2006
Certificate, Financial Planning
Pennsylvania Association of Notaries 2006 — 2006
Notary Public License
Jackson Hewitt 2005 — 2005
Certificate, Introduction to Income Tax Preparation
Baruch College 1992 — 1994
BBA, Finance and Investments
Borough of Manhattan Community College 1990 — 1992
AA, Business Administration
M. James Hibschman's Edward Jones Experience November 1984 - Present
Job
Industry Financial Services
Experience
Edward Jones November 1984 - Present
HIBSCHMAN-FRASCH & ASSOC July 1978 - October 1984
JIM HIBSCHMAN PONTIAC July 1969 - May 1978
Education
Ball State University - College of Business 1960 — 1965
Bachelor of Business Administration (BBA)
INDIANA UNIVERSITY 1959 — 1960
Edward Jones November 1984 - Present
HIBSCHMAN-FRASCH & ASSOC July 1978 - October 1984
JIM HIBSCHMAN PONTIAC July 1969 - May 1978
Education
Ball State University - College of Business 1960 — 1965
Bachelor of Business Administration (BBA)
INDIANA UNIVERSITY 1959 — 1960
Kerry Luellen's Edward Jones Experience June 1990 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1990 - Present
Skills
Retirement Planning, Series 7, Saving for Education, 401k Rollovers, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Ball State University - College of Business 1976 — 1980
Bachelor of Science, Accounting
Edward Jones June 1990 - Present
Skills
Retirement Planning, Series 7, Saving for Education, 401k Rollovers, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Ball State University - College of Business 1976 — 1980
Bachelor of Science, Accounting
Carolyn Norquest's Edward Jones Experience July 1996 - August 2011
Job Administrative Assistant at Presbyterian Homes & Family Services and the Family Alliance
Industry Financial Services
Experience
Presbyterian Homes & Family Services and the Family Alliance September 2012 - Present
Cornerstone Cabinets and Design March 2012 - July 2012
Edward Jones July 1996 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Administrative..., Access, Data Entry, Event Planning, Research, Social Media, Accounting, Teamwork, Public Speaking
Education
Averett University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Surry Community College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
Presbyterian Homes & Family Services and the Family Alliance September 2012 - Present
Cornerstone Cabinets and Design March 2012 - July 2012
Edward Jones July 1996 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Administrative..., Access, Data Entry, Event Planning, Research, Social Media, Accounting, Teamwork, Public Speaking
Education
Averett University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Surry Community College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
Idette Adams's Edward Jones Experience July 2010 - March 2012
Job Office Manager at White Lake Dock & Dredge
Industry Banking
Experience
White Lake Dock & Dredge August 2015 - Present
F&J Investments September 2013 - Present
GNS Subway October 2014 - September 2015
GH Property Services LLC January 2014 - October 2014
Chemical Bank September 2012 - December 2013
Chemical Bank March 2012 - September 2012
Edward Jones July 2010 - March 2012
Macatawa Bank September 2007 - July 2010
AnchorBank December 2005 - July 2007
AnchorBank September 2004 - December 2005
Skills
Banking, Loans, Accounting, Cash Management, Portfolio Management, Finance, Customer Service, Credit, QuickBooks, Payroll Processing, Accounts Payable &..., Quicken, Commercial Banking, Commercial Lending, Credit Analysis, Investments, Time Management, Branch Banking, Small Business Lending, Retail Banking, Payroll Taxes, Budgets
Education
Baker College of Muskegon 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, GPA: 3.75
White Lake Dock & Dredge August 2015 - Present
F&J Investments September 2013 - Present
GNS Subway October 2014 - September 2015
GH Property Services LLC January 2014 - October 2014
Chemical Bank September 2012 - December 2013
Chemical Bank March 2012 - September 2012
Edward Jones July 2010 - March 2012
Macatawa Bank September 2007 - July 2010
AnchorBank December 2005 - July 2007
AnchorBank September 2004 - December 2005
Skills
Banking, Loans, Accounting, Cash Management, Portfolio Management, Finance, Customer Service, Credit, QuickBooks, Payroll Processing, Accounts Payable &..., Quicken, Commercial Banking, Commercial Lending, Credit Analysis, Investments, Time Management, Branch Banking, Small Business Lending, Retail Banking, Payroll Taxes, Budgets
Education
Baker College of Muskegon 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, GPA: 3.75
Ronald Voyles's Edward Jones Experience DirectorBristol-Myers SquibbMarch 1980 - June 1991
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones DirectorBristol-Myers SquibbMarch 1980 - June 1991
Skills
Retirement Planning, Mutual Funds, Financial Advisory, Series 7, Portfolio Management
Education
Ball State University 1967 — 1968
Zoology/Animal Biology
Purdue University 1962 — 1966
Bachelor of Science (BS), Microbiology, General
Edward Jones DirectorBristol-Myers SquibbMarch 1980 - June 1991
Skills
Retirement Planning, Mutual Funds, Financial Advisory, Series 7, Portfolio Management
Education
Ball State University 1967 — 1968
Zoology/Animal Biology
Purdue University 1962 — 1966
Bachelor of Science (BS), Microbiology, General
Christian Baehr's Edward Jones Experience May 2009 - May 2012
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
Edward Jones May 2009 - May 2012
Bank of America April 1997 - February 2007
Education
Azusa Pacific University 2007 — 2009
Bachelor of Science (B.S.), Organizational Leadership
J.P. Morgan May 2012 - Present
Edward Jones May 2009 - May 2012
Bank of America April 1997 - February 2007
Education
Azusa Pacific University 2007 — 2009
Bachelor of Science (B.S.), Organizational Leadership
Cindy Jeffers's Edward Jones Experience August 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
JPMorgan Chase September 2000 - September 2009
Education
Ball State University
Indiana Institute of Technology
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward Jones August 2010 - Present
JPMorgan Chase September 2000 - September 2009
Education
Ball State University
Indiana Institute of Technology
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ian McAnally's Edward Jones Experience June 1996 - September 2005
Job Senior Examiner at Federal Reserve Bank of St. Louis
Industry Banking
Experience
Federal Reserve Bank of St. Louis September 2005 - Present
Edward Jones June 1996 - September 2005
Skills
Credit Analysis, Financial Analysis
Education
Lindenwood University 2003 — 2005
Master of Business Administration (M.B.A.), Accounting
Ball State University - College of Business 1990 — 1994
Bachelor's Degree, Corporate Finance
Federal Reserve Bank of St. Louis September 2005 - Present
Edward Jones June 1996 - September 2005
Skills
Credit Analysis, Financial Analysis
Education
Lindenwood University 2003 — 2005
Master of Business Administration (M.B.A.), Accounting
Ball State University - College of Business 1990 — 1994
Bachelor's Degree, Corporate Finance
Cheri Kelly's Edward Jones Experience January 2011 - January 2013
Job Contractor Sales at Suburban Lawn and Garden
Industry Retail
Experience
Suburban Lawn and Garden April 2011 - Present
Suburban Lawn and Garden January 2011 - Present
Edward Jones January 2011 - January 2013
Kansas City, Missouri Police Deparatment January 1983 - January 2010
Kansas City Missouri Police Department January 1990 - January 1994
KCMOPD January 1983 - January 1990
Education
Avila University 2005 — 2010
MBA, Business Administration and Management, General, GPA 4.0
University of Missouri
BA, History
Suburban Lawn and Garden April 2011 - Present
Suburban Lawn and Garden January 2011 - Present
Edward Jones January 2011 - January 2013
Kansas City, Missouri Police Deparatment January 1983 - January 2010
Kansas City Missouri Police Department January 1990 - January 1994
KCMOPD January 1983 - January 1990
Education
Avila University 2005 — 2010
MBA, Business Administration and Management, General, GPA 4.0
University of Missouri
BA, History
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation