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
Cindy Scammel Brewington, AAMS Cindy Scammel Brewington, AAMS's Edward Jones Experience September 1997 - Present
Job Financial Advisor/Partner at EdwardJones
Industry Financial Services
Experience
Edward Jones September 1997 - Present
Wells Fargo June 1993 - September 1997
Compass Bank January 1990 - June 1993
Skills
Finance, Roth IRA, Life Insurance, Wealth Accumulation, Long-term Care, Insurance, Term Life Insurance, Financial Analysis, Wealth, Relationship Management, Financial Planners, Banking, Employee Benefits, Leadership, Bonds, Long Term Care Insurance, Mortgage Lending, Asset Management, Financial Modeling
Education
Stephen F. Austin State University
Bachelor’s Degree
University of Houston
College of Financial Planning
Edward Jones September 1997 - Present
Wells Fargo June 1993 - September 1997
Compass Bank January 1990 - June 1993
Skills
Finance, Roth IRA, Life Insurance, Wealth Accumulation, Long-term Care, Insurance, Term Life Insurance, Financial Analysis, Wealth, Relationship Management, Financial Planners, Banking, Employee Benefits, Leadership, Bonds, Long Term Care Insurance, Mortgage Lending, Asset Management, Financial Modeling
Education
Stephen F. Austin State University
Bachelor’s Degree
University of Houston
College of Financial Planning
Christina Townsend Christina Townsend's Edward Jones Experience September 2013 - March 2014
Job Guest Service Manager at Disney's Hollywood Studios
Industry Entertainment
Experience
Walt Disney World June 2014 - Present
Edward Jones September 2013 - March 2014
Target March 2013 - September 2013
Walt Disney World August 2012 - March 2013
Target September 2009 - March 2013
BEST Learning Center June 2006 - August 2012
Skills
Customer Service, Guest Service Management, Human Resources, Team Leadership, Social Media, Social Networking, Editing Proficient, Interviews, Proficiency in..., Sales, Microsoft Excel, Process Scheduler, Time Management, Facebook, Event Planning, Driving Results, Leadership, Management
Education
Suffolk County Community College 2014 — 2014
Communication, General
SUNY Cortland 2008 — 2012
Bachelor of Arts (BA), History
Smithtown High School West 2004 — 2008
High School Diploma with Advanced Regents
Walt Disney World June 2014 - Present
Edward Jones September 2013 - March 2014
Target March 2013 - September 2013
Walt Disney World August 2012 - March 2013
Target September 2009 - March 2013
BEST Learning Center June 2006 - August 2012
Skills
Customer Service, Guest Service Management, Human Resources, Team Leadership, Social Media, Social Networking, Editing Proficient, Interviews, Proficiency in..., Sales, Microsoft Excel, Process Scheduler, Time Management, Facebook, Event Planning, Driving Results, Leadership, Management
Education
Suffolk County Community College 2014 — 2014
Communication, General
SUNY Cortland 2008 — 2012
Bachelor of Arts (BA), History
Smithtown High School West 2004 — 2008
High School Diploma with Advanced Regents
Wendy Heiliger Wendy Heiliger's Edward Jones Experience June 2008 - October 2009
Job Office Manager at A&B Gunite, Inc.
Industry Construction
Experience
A&B Gunite, Inc. February 2013 - Present
The Rock of Sports & Performing Arts May 2011 - October 2012
World Ventures September 2010 - September 2011
Puente Concessions October 2009 - May 2011
Blue Mesa Grill July 2009 - October 2009
Edward Jones June 2008 - October 2009
The Fulcrum Group, Inc December 2003 - January 2009
Borden & Westhoff, LLP September 2001 - December 2003
Petra Sports & Training Center February 1993 - March 2002
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Invoicing, Accounting, Microsoft Office, Finance, General Ledger, Human Resources, Office Administration, Microsoft Excel, Employee Benefits
Education
Tarleton State University 2008 — 2011
MBA
A&B Gunite, Inc. February 2013 - Present
The Rock of Sports & Performing Arts May 2011 - October 2012
World Ventures September 2010 - September 2011
Puente Concessions October 2009 - May 2011
Blue Mesa Grill July 2009 - October 2009
Edward Jones June 2008 - October 2009
The Fulcrum Group, Inc December 2003 - January 2009
Borden & Westhoff, LLP September 2001 - December 2003
Petra Sports & Training Center February 1993 - March 2002
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Invoicing, Accounting, Microsoft Office, Finance, General Ledger, Human Resources, Office Administration, Microsoft Excel, Employee Benefits
Education
Tarleton State University 2008 — 2011
MBA
Jason Helton Jason Helton's Edward Jones Experience March 2014 - June 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Bank of America June 2014 - Present
Edward Jones March 2014 - June 2014
Fidelity Investments June 2013 - March 2014
Apple December 2011 - June 2013
Target June 2006 - December 2011
Skills
Series 7, series 66, Series 63, Sales, Account Management, Customer Service, Coaching, Team Building, Marketing, Leadership, Public Speaking, Sales Management, Small Business
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), management
Merrill Lynch February 2015 - Present
Bank of America June 2014 - Present
Edward Jones March 2014 - June 2014
Fidelity Investments June 2013 - March 2014
Apple December 2011 - June 2013
Target June 2006 - December 2011
Skills
Series 7, series 66, Series 63, Sales, Account Management, Customer Service, Coaching, Team Building, Marketing, Leadership, Public Speaking, Sales Management, Small Business
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), management
Jennifer Burtsfield's Edward Jones Experience September 1999 - November 2001
Job Partner at Cowling & Burtsfield Wealth Management, LLC
Industry Financial Services
Experience
Cowling & Burtsfield Wealth Management, LLC November 2012 - Present
Wells Fargo Advisors, LLC November 2001 - November 2012
Edward Jones September 1999 - November 2001
Skills
Retirement Planning, Retirement, 401k Rollovers, Financial Advisory, Wealth Accumulation, Wealth, Investments, IRAs, 401k, Asset Allocation, Investment Strategies, Finance, Variable Annuities, Fixed Annuities, Mutual Funds, Securities, ETFs, Alternative Investments, Estate Investment...
Education
Stephen F. Austin State University 1987 — 1990
Bachelor of Arts (B.A.), Communication, General
Cowling & Burtsfield Wealth Management, LLC November 2012 - Present
Wells Fargo Advisors, LLC November 2001 - November 2012
Edward Jones September 1999 - November 2001
Skills
Retirement Planning, Retirement, 401k Rollovers, Financial Advisory, Wealth Accumulation, Wealth, Investments, IRAs, 401k, Asset Allocation, Investment Strategies, Finance, Variable Annuities, Fixed Annuities, Mutual Funds, Securities, ETFs, Alternative Investments, Estate Investment...
Education
Stephen F. Austin State University 1987 — 1990
Bachelor of Arts (B.A.), Communication, General
Anthony Ratcliffe Anthony Ratcliffe's Edward Jones Experience January 2005 - January 2007
Job Senior Middle Market Underwriter at The Hartford
Industry Financial Services
Experience
The Hartford July 2012 - Present
The Hartford March 2010 - July 2012
The Hartford January 2007 - March 2010
Edward Jones January 2005 - January 2007
New York Central Mutual January 2004 - January 2005
Skills
Insurance, Underwriting, Finance, Investments, Sales Management, Training, Management, Financial Services, Sales, Financial Risk, Customer Retention, Small Business, Property & Casualty..., Fixed Annuities, Life Insurance
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Economics
The Hartford July 2012 - Present
The Hartford March 2010 - July 2012
The Hartford January 2007 - March 2010
Edward Jones January 2005 - January 2007
New York Central Mutual January 2004 - January 2005
Skills
Insurance, Underwriting, Finance, Investments, Sales Management, Training, Management, Financial Services, Sales, Financial Risk, Customer Retention, Small Business, Property & Casualty..., Fixed Annuities, Life Insurance
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Melissa Clayton Melissa Clayton's Edward Jones Experience April 2012 - Present
Job Project Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
OppenheimerFunds December 2010 - April 2012
OppenheimerFunds December 2004 - December 2010
OppenheimerFunds July 2000 - December 2004
OppenheimerFunds August 1997 - July 2000
Dreyfus Corporation May 1996 - April 1997
Skills
Partner Relationship..., Business Management, Sales Operations, Business Analysis, Client Reporting
Education
State University of New York at Stony Brook 1990 — 1995
BA, Social Sciences
Northport high school
Edward Jones April 2012 - Present
OppenheimerFunds December 2010 - April 2012
OppenheimerFunds December 2004 - December 2010
OppenheimerFunds July 2000 - December 2004
OppenheimerFunds August 1997 - July 2000
Dreyfus Corporation May 1996 - April 1997
Skills
Partner Relationship..., Business Management, Sales Operations, Business Analysis, Client Reporting
Education
State University of New York at Stony Brook 1990 — 1995
BA, Social Sciences
Northport high school
Michelle McAdoo's Edward Jones Experience August 2010 - Present
Job Branch Office Administrator, Edward Jones
Industry Investment Management
Experience
Edward Jones August 2010 - Present
The Beryl Companies October 2006 - April 2010
RadioShack Corporation May 2002 - October 2006
JP Morgan Chase 1991 - 2001
Skills
Accounting, Budgets, Customer Service, Human Resources, Microsoft Excel, Process Improvement, Team Building, Time Management, Visio, Access, Leadership, Training
Education
Tarrant County College
Edward Jones August 2010 - Present
The Beryl Companies October 2006 - April 2010
RadioShack Corporation May 2002 - October 2006
JP Morgan Chase 1991 - 2001
Skills
Accounting, Budgets, Customer Service, Human Resources, Microsoft Excel, Process Improvement, Team Building, Time Management, Visio, Access, Leadership, Training
Education
Tarrant County College
Ryne Otis Ryne Otis's Edward Jones Experience June 2012 - December 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Edward Jones June 2012 - December 2012
Edward Jones August 2007 - May 2008
Skills
Life Insurance, Finance, Health Insurance, Employee Benefits, Retirement Planning, Strategic Planning, Retirement, Mutual Funds, Long Term Care Insurance, IRAs, Disability Insurance, Financial Analysis, 401k Rollovers, 401k, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Personal Financial..., Wealth, Asset Allocation, Investment Advisory, Investment Strategies, Roth IRA, Financial Services, Retirement Savings, Permanent Life Insurance, Financial Planning
Education
Taylor University
Bachelor of Science (BS), Finance & Economics
Northwestern Mutual January 2013 - Present
Edward Jones June 2012 - December 2012
Edward Jones August 2007 - May 2008
Skills
Life Insurance, Finance, Health Insurance, Employee Benefits, Retirement Planning, Strategic Planning, Retirement, Mutual Funds, Long Term Care Insurance, IRAs, Disability Insurance, Financial Analysis, 401k Rollovers, 401k, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Personal Financial..., Wealth, Asset Allocation, Investment Advisory, Investment Strategies, Roth IRA, Financial Services, Retirement Savings, Permanent Life Insurance, Financial Planning
Education
Taylor University
Bachelor of Science (BS), Finance & Economics
Larry Cornwell Larry Cornwell's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Retail
Experience
Edward Jones February 2015 - Present
CVS Caremark Corporation June 2014 - February 2015
Staples February 2000 - June 2014
Office Depot 1995 - 2000
The Home Depot 1992 - 1995
Skills
Big Box, Loss Prevention, Store Management, Profit, Income Statement, Associate Development, Merchandising, Shrinkage, Retail, Inventory Control, Inventory Management, CPFR, Planograms, Multi-unit, B2B, Store Operations, P&L Management, District Management, Customer Satisfaction, Visual Merchandising, Retail Sales, Sales, Driving Results, P&L
Education
Stephen F. Austin State University 1988 — 1992
BBA Business Management, Minor in Economics
Newman Smith 1984 — 1988
Advanced Degree W/ Honors
Edward Jones February 2015 - Present
CVS Caremark Corporation June 2014 - February 2015
Staples February 2000 - June 2014
Office Depot 1995 - 2000
The Home Depot 1992 - 1995
Skills
Big Box, Loss Prevention, Store Management, Profit, Income Statement, Associate Development, Merchandising, Shrinkage, Retail, Inventory Control, Inventory Management, CPFR, Planograms, Multi-unit, B2B, Store Operations, P&L Management, District Management, Customer Satisfaction, Visual Merchandising, Retail Sales, Sales, Driving Results, P&L
Education
Stephen F. Austin State University 1988 — 1992
BBA Business Management, Minor in Economics
Newman Smith 1984 — 1988
Advanced Degree W/ Honors
Keavon Madison Keavon Madison's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Velvet Rope Experience January 2013 - Present
Walmart June 2014 - December 2014
Seasonal Specialties January 2010 - June 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Management, Sales
Education
Stephen F. Austin State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones April 2015 - Present
Velvet Rope Experience January 2013 - Present
Walmart June 2014 - December 2014
Seasonal Specialties January 2010 - June 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Management, Sales
Education
Stephen F. Austin State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Tempestt Green Tempestt Green's Edward Jones Experience August 2011 - Present
Job English Instructor in Houston ISD
Industry Education Management
Experience
Houston ISD August 2015 - Present
Edward Jones August 2011 - Present
Fallbrook College Preparatory Academy October 2013 - March 2014
Coach December 2012 - November 2013
Gite Gallery March 2011 - May 2012
Nacogdoches ISD October 2008 - May 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Public Speaking, Creative Writing, Strategic Planning, Project Planning, Teaching, Blogging, Editing, Writing, Office Organizing, Diversity Training, WordPress, Customer Relations, Mac OS, Volunteering, Sales, Microsoft Word, Leadership, Event Planning, Microsoft Excel
Education
Stephen F. Austin State University 2004 — 2009
Bachelor's Degree, English
L.V. Hightower High School 2000 — 2004
High School, 9-12
Houston ISD August 2015 - Present
Edward Jones August 2011 - Present
Fallbrook College Preparatory Academy October 2013 - March 2014
Coach December 2012 - November 2013
Gite Gallery March 2011 - May 2012
Nacogdoches ISD October 2008 - May 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Public Speaking, Creative Writing, Strategic Planning, Project Planning, Teaching, Blogging, Editing, Writing, Office Organizing, Diversity Training, WordPress, Customer Relations, Mac OS, Volunteering, Sales, Microsoft Word, Leadership, Event Planning, Microsoft Excel
Education
Stephen F. Austin State University 2004 — 2009
Bachelor's Degree, English
L.V. Hightower High School 2000 — 2004
High School, 9-12
Wren Murphy's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Bill and Frank's Brickhouse Grill May 2010 - October 2014
Brian's BBQ June 2007 - July 2010
Skills
Music, Vocalist, Microsoft Word, Decisiveness, Customer Service, Customer Satisfaction, Customer Insight, Customer Experience, Choral, Music Theory
Education
Stetson University 2013 — 2014
Master of Business Administration (MBA)
Stetson University 2009 — 2013
Bachelor's degree, Music
Edward Jones October 2014 - Present
Bill and Frank's Brickhouse Grill May 2010 - October 2014
Brian's BBQ June 2007 - July 2010
Skills
Music, Vocalist, Microsoft Word, Decisiveness, Customer Service, Customer Satisfaction, Customer Insight, Customer Experience, Choral, Music Theory
Education
Stetson University 2013 — 2014
Master of Business Administration (MBA)
Stetson University 2009 — 2013
Bachelor's degree, Music
Russell Messer Russell Messer's Edward Jones Experience June 2011 - September 2011
Job Regional Manager Eagle Ford Shale Division at SPIRIT Global Energy Solutions
Industry Oil & Energy
Experience
SPIRIT Global Energy Solutions October 2012 - Present
Merit Roofing Systems November 2011 - October 2012
Edward Jones June 2011 - September 2011
Down Under Horsemanship November 2010 - May 2011
Tripp Construction May 2010 - August 2010
Impact Energy Services June 2008 - August 2008
Skills
Construction, Pump-Off Controller..., SAM POC Programming and..., Project Management, Construction Sales, Proposal Generation, Work Crew Management, Bid Tracking and..., Large Equipment Operator, Series 7, Series 66, Shipping and Receiving, Product Marketing, Account Management, Petroleum, Management, Oil/Gas, Contract Negotiation, Sales Presentations, Process Scheduler, Onshore, Public Speaking, Microsoft Office, Microsoft Excel, Supervisory Skills, Customer Service, Strategic Planning, Oil & Gas, Event Planning, Leadership, Sales, Energy, Time Management, Energy Industry, Research, Project Planning, Negotiation, Operations Management
Education
Tarleton State University 2007 — 2011
Bachelor of Science, Agricultural Services and Development
Utpb 2014 — 2018
Studying Petroleum Engineering, Petroleum Engineering
SPIRIT Global Energy Solutions October 2012 - Present
Merit Roofing Systems November 2011 - October 2012
Edward Jones June 2011 - September 2011
Down Under Horsemanship November 2010 - May 2011
Tripp Construction May 2010 - August 2010
Impact Energy Services June 2008 - August 2008
Skills
Construction, Pump-Off Controller..., SAM POC Programming and..., Project Management, Construction Sales, Proposal Generation, Work Crew Management, Bid Tracking and..., Large Equipment Operator, Series 7, Series 66, Shipping and Receiving, Product Marketing, Account Management, Petroleum, Management, Oil/Gas, Contract Negotiation, Sales Presentations, Process Scheduler, Onshore, Public Speaking, Microsoft Office, Microsoft Excel, Supervisory Skills, Customer Service, Strategic Planning, Oil & Gas, Event Planning, Leadership, Sales, Energy, Time Management, Energy Industry, Research, Project Planning, Negotiation, Operations Management
Education
Tarleton State University 2007 — 2011
Bachelor of Science, Agricultural Services and Development
Utpb 2014 — 2018
Studying Petroleum Engineering, Petroleum Engineering
John B. Petersen III John B. Petersen III's Edward Jones Experience March 2010 - October 2010
Job Head of Product at Firehawk Creative
Industry Internet
Experience
Firehawk Creative September 2013 - Present
NYC Dev Shop January 2012 - August 2013
NY Tech Day November 2011 - August 2013
Petersen Wealth Management March 2011 - December 2011
Edward Jones March 2010 - October 2010
UBS Wealth Management 2006 - 2010
Skills
Start-ups, Entrepreneurship, Ruby on Rails, Early-stage Startups, Business Development, Business Strategy, Marketing Strategy, Shredding, Product Management, E-commerce, International Business, Project Management, Project Planning, Small Business, Strategy
Education
Stevens Institute of Technology 2001 — 2006
BE, Engineering Management
Firehawk Creative September 2013 - Present
NYC Dev Shop January 2012 - August 2013
NY Tech Day November 2011 - August 2013
Petersen Wealth Management March 2011 - December 2011
Edward Jones March 2010 - October 2010
UBS Wealth Management 2006 - 2010
Skills
Start-ups, Entrepreneurship, Ruby on Rails, Early-stage Startups, Business Development, Business Strategy, Marketing Strategy, Shredding, Product Management, E-commerce, International Business, Project Management, Project Planning, Small Business, Strategy
Education
Stevens Institute of Technology 2001 — 2006
BE, Engineering Management
Greg Olenick's Edward Jones Experience March 2004 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2004 - Present
Skills
stocks, Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Research, Traditional IRA, 401k Rollovers, managed accounts, Investment Banking, Retirement Plan..., monthly investing..., 401k, 529 Plans, education saving, on line account access, Customer Service, Investments, IRAs, Leadership, Marketing, Strategic Planning, Team Building
Education
Sullivan University 1990 — 1993
Associate's Degree
Edward Jones March 2004 - Present
Skills
stocks, Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Research, Traditional IRA, 401k Rollovers, managed accounts, Investment Banking, Retirement Plan..., monthly investing..., 401k, 529 Plans, education saving, on line account access, Customer Service, Investments, IRAs, Leadership, Marketing, Strategic Planning, Team Building
Education
Sullivan University 1990 — 1993
Associate's Degree
Cynthia Hinojos's Edward Jones Experience April 2004 - March 2005
Job Teacher at PBT ISD
Industry Education Management
Experience
PBT ISD August 2008 - Present
Kermit, tx August 2006 - May 2008
Edward Jones April 2004 - March 2005
Skills
Curriculum Development, Lesson Planning, Curriculum Design, Classroom, Educational Leadership, Classroom Management, Teaching, Tutoring, Educational Technology, Teacher Training, Differentiated..., Elementary Education, Literacy, K-12, Special Education, Staff Development, Higher Education
Education
Sul Ross State University 2009 — 2011
Master of Education (M.Ed.), Reading Specialist
University of Texas of the Permian Basin 2002 — 2006
Bachelor of Arts (B.A.), Child and Family Studies
PBT ISD August 2008 - Present
Kermit, tx August 2006 - May 2008
Edward Jones April 2004 - March 2005
Skills
Curriculum Development, Lesson Planning, Curriculum Design, Classroom, Educational Leadership, Classroom Management, Teaching, Tutoring, Educational Technology, Teacher Training, Differentiated..., Elementary Education, Literacy, K-12, Special Education, Staff Development, Higher Education
Education
Sul Ross State University 2009 — 2011
Master of Education (M.Ed.), Reading Specialist
University of Texas of the Permian Basin 2002 — 2006
Bachelor of Arts (B.A.), Child and Family Studies
Lee Appleberry's Edward Jones Experience December 2004 - October 2012
Job Experienced business development and relationship manager
Industry Financial Services
Experience
Edward Jones December 2004 - October 2012
Edward Jones August 1997 - December 2004
Appleberry & Associates October 1993 - August 1997
Texas Commerce Bank (now JP Morgan Chase) January 1990 - September 1993
Texas Commerce Bank (now JP Morgan Chase) April 1986 - January 1990
Texas Commerce Bank (now JP Morgan Chase) January 1981 - April 1986
Citicorp/Citibank International-Houston January 1975 - January 1981
Skills
Building Relationships, Sales, New Business Development, High level of initiative, Superior Client Service, Communication Skills, Problem Solving, Problem Analysis, Professional Ethics, Superior Work Ethic, Self-starter, Pay Close Attention to..., Loyal, Experienced Sales..., Comfortable working..., Seeing the Bigger..., Training, Management, Start-ups, Business Development, Retirement Planning
Education
Stephen F. Austin State University 1973 — 1974
M.B.A., Management
Stephen F. Austin State University 1967 — 1971
B.B.A., Management
Edward Jones December 2004 - October 2012
Edward Jones August 1997 - December 2004
Appleberry & Associates October 1993 - August 1997
Texas Commerce Bank (now JP Morgan Chase) January 1990 - September 1993
Texas Commerce Bank (now JP Morgan Chase) April 1986 - January 1990
Texas Commerce Bank (now JP Morgan Chase) January 1981 - April 1986
Citicorp/Citibank International-Houston January 1975 - January 1981
Skills
Building Relationships, Sales, New Business Development, High level of initiative, Superior Client Service, Communication Skills, Problem Solving, Problem Analysis, Professional Ethics, Superior Work Ethic, Self-starter, Pay Close Attention to..., Loyal, Experienced Sales..., Comfortable working..., Seeing the Bigger..., Training, Management, Start-ups, Business Development, Retirement Planning
Education
Stephen F. Austin State University 1973 — 1974
M.B.A., Management
Stephen F. Austin State University 1967 — 1971
B.B.A., Management
samantha denny's Edward Jones Experience October 2013 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Cavalry Club Golf Course August 2010 - March 2014
Hamilton Central School March 2013 - August 2013
Huntington Learning Center November 2011 - May 2013
Jamesville dewitt central school September 2010 - November 2011
Learning Disabilities Association May 2010 - October 2010
Skills
Lesson Planning, Curriculum Design, Curriculum Development, Tutoring, Classroom, Classroom Management, Educational Technology, Special Education, Elementary Education, Grant Writing, Literacy, Differentiated..., Fundraising
Education
State University of New York College at Cortland 2010 — 2011
Master's degree, Literacy
State University of New York College at Buffalo 2006 — 2010
Bachelor's degree, Education
Fayetteville Manlius High School 2001 — 2006
Edward Jones October 2013 - Present
Cavalry Club Golf Course August 2010 - March 2014
Hamilton Central School March 2013 - August 2013
Huntington Learning Center November 2011 - May 2013
Jamesville dewitt central school September 2010 - November 2011
Learning Disabilities Association May 2010 - October 2010
Skills
Lesson Planning, Curriculum Design, Curriculum Development, Tutoring, Classroom, Classroom Management, Educational Technology, Special Education, Elementary Education, Grant Writing, Literacy, Differentiated..., Fundraising
Education
State University of New York College at Cortland 2010 — 2011
Master's degree, Literacy
State University of New York College at Buffalo 2006 — 2010
Bachelor's degree, Education
Fayetteville Manlius High School 2001 — 2006
Anthony Lucia Anthony Lucia's Edward Jones Experience February 2009 - January 2012
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2012 - Present
Edward Jones February 2009 - January 2012
The Oregonian 1980 - 2008
Skills
Executive Benefit..., Income Protection, Estate Planning, 401k, Business Continuation..., Asset Allocation, Buy Sell Review, Key Person Insurance, Informal Business..., Pension Plans
Education
Suffolk County Community College 1971 — 1974
Principal Financial Group April 2012 - Present
Edward Jones February 2009 - January 2012
The Oregonian 1980 - 2008
Skills
Executive Benefit..., Income Protection, Estate Planning, 401k, Business Continuation..., Asset Allocation, Buy Sell Review, Key Person Insurance, Informal Business..., Pension Plans
Education
Suffolk County Community College 1971 — 1974
Bridget Karr Bridget Karr's Edward Jones Experience July 2000 - May 2002
Job Domestic Engineer
Industry Human Resources
Experience
House of Karr December 2012 - Present
Winn Residential Military Housing December 2010 - December 2012
Winn Residential Military Housing July 2007 - December 2010
Individual Family May 2002 - March 2007
Edward Jones July 2000 - May 2002
Skills
Team Management, Written Skills, Punctuality, Accurate, Knowledge in Microsoft..., Resourceful, Honest, Personnel Development, Payroll Administration, Crystal Reports, Annual Reports, Monthly Reports, Project Execution, Microsoft Excel, Project Management, Payroll, Microsoft Word
Education
Wayland Baptist University 2010 — 2013
Master of Business Administration (MBA), HR, 3.7
University of North Texas 2005 — 2006
BA, General Studies
Tarrant County College 2003 — 2005
AA, General
House of Karr December 2012 - Present
Winn Residential Military Housing December 2010 - December 2012
Winn Residential Military Housing July 2007 - December 2010
Individual Family May 2002 - March 2007
Edward Jones July 2000 - May 2002
Skills
Team Management, Written Skills, Punctuality, Accurate, Knowledge in Microsoft..., Resourceful, Honest, Personnel Development, Payroll Administration, Crystal Reports, Annual Reports, Monthly Reports, Project Execution, Microsoft Excel, Project Management, Payroll, Microsoft Word
Education
Wayland Baptist University 2010 — 2013
Master of Business Administration (MBA), HR, 3.7
University of North Texas 2005 — 2006
BA, General Studies
Tarrant County College 2003 — 2005
AA, General
T. Ryan Housefield, CFMP's Edward Jones Experience 2003 - 2004
Job MARQUIS Regional Sales Manager
Industry Banking
Experience
MARQUIS October 2009 - Present
Housefield Partners International, LLC 2009 - 2010
CetroTek Holdings Limited April 2006 - September 2009
Merrill Lynch 2004 - 2006
Edward Jones 2003 - 2004
Morgan Stanley January 2003 - May 2003
Skills
Mergers, Banking, Loans, Equities, Fixed Income, Financial Analysis, Portfolio Management, Finance, Financial Services, Strategic Financial..., Asset Managment, Strategic Planning, Mortgage Lending, Marketing, Marketing Strategy, Mergers & Acquisitions, Database Marketing, Direct Marketing, Business Development, Relationship Management, Sales, Credit, Investments
Education
American Bankers Association School of Bank Marketing and Management at Southern Methodist University 2010 — 2011
Graduate, Banking
Stetson University 1999 — 2003
Bachelors, Business
Westminster Academy 1997 — 1999
MARQUIS October 2009 - Present
Housefield Partners International, LLC 2009 - 2010
CetroTek Holdings Limited April 2006 - September 2009
Merrill Lynch 2004 - 2006
Edward Jones 2003 - 2004
Morgan Stanley January 2003 - May 2003
Skills
Mergers, Banking, Loans, Equities, Fixed Income, Financial Analysis, Portfolio Management, Finance, Financial Services, Strategic Financial..., Asset Managment, Strategic Planning, Mortgage Lending, Marketing, Marketing Strategy, Mergers & Acquisitions, Database Marketing, Direct Marketing, Business Development, Relationship Management, Sales, Credit, Investments
Education
American Bankers Association School of Bank Marketing and Management at Southern Methodist University 2010 — 2011
Graduate, Banking
Stetson University 1999 — 2003
Bachelors, Business
Westminster Academy 1997 — 1999
Dan Santone Dan Santone's Edward Jones Experience January 2000 - January 2001
Job Director, Cash Product & Service Delivery at Fidelity Investments
Industry Banking
Experience
Fidelity Investments August 2012 - Present
J.P. Morgan - Worldwide Securities Services January 2008 - September 2012
J.P. Morgan - Worldwide Securities Services January 2008 - January 2010
J.P. Morgan - Worldwide Securities Services January 2004 - January 2008
J.P. Morgan - Worldwide Securities Services January 2001 - January 2004
Edward Jones January 2000 - January 2001
Skills
Process Improvement, Product Management, SWIFT messaging, Mutual Funds, Securities, Banking, Project Management, Business Analysis, Global Custody, Financial Services, SDLC, Equities, Fixed Income, SWIFT payments, Relationship Management, Risk Management
Education
Stephen F. Austin State University 1998 — 2000
BBA, Finance and Economics
Fidelity Investments August 2012 - Present
J.P. Morgan - Worldwide Securities Services January 2008 - September 2012
J.P. Morgan - Worldwide Securities Services January 2008 - January 2010
J.P. Morgan - Worldwide Securities Services January 2004 - January 2008
J.P. Morgan - Worldwide Securities Services January 2001 - January 2004
Edward Jones January 2000 - January 2001
Skills
Process Improvement, Product Management, SWIFT messaging, Mutual Funds, Securities, Banking, Project Management, Business Analysis, Global Custody, Financial Services, SDLC, Equities, Fixed Income, SWIFT payments, Relationship Management, Risk Management
Education
Stephen F. Austin State University 1998 — 2000
BBA, Finance and Economics
Alex Trogstad's Edward Jones Experience May 2009 - September 2010
Job Investment data and technology for the institutional investing community
Industry Financial Services
Experience
eVestment January 2014 - Present
eVestment December 2012 - December 2013
eVestment November 2011 - November 2012
Jeffrey Slocum & Associates September 2010 - November 2011
Edward Jones May 2009 - September 2010
Suffolk University September 2008 - May 2009
Suffolk University September 2007 - May 2009
Edward Jones July 2008 - September 2008
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Hedge Funds, Asset Management, Equities, Analysis, Financial Modeling, Investment Management, Business Intelligence, Big Data Analytics, Fixed Income, Financial Markets, Sales, Sales Process, Salesforce.com
Education
Suffolk University - Sawyer Business School 2007 — 2009
BSBA, Finance (Cum Laude)
University of Minnesota 2005 — 2007
eVestment January 2014 - Present
eVestment December 2012 - December 2013
eVestment November 2011 - November 2012
Jeffrey Slocum & Associates September 2010 - November 2011
Edward Jones May 2009 - September 2010
Suffolk University September 2008 - May 2009
Suffolk University September 2007 - May 2009
Edward Jones July 2008 - September 2008
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Hedge Funds, Asset Management, Equities, Analysis, Financial Modeling, Investment Management, Business Intelligence, Big Data Analytics, Fixed Income, Financial Markets, Sales, Sales Process, Salesforce.com
Education
Suffolk University - Sawyer Business School 2007 — 2009
BSBA, Finance (Cum Laude)
University of Minnesota 2005 — 2007
Jim Matney Jim Matney's Edward Jones Experience January 2009 - Present
Job ResultsDriven Communications Professional
Industry Public Relations and Communications
Experience
Edward Jones January 2009 - Present
Cramer-Krasselt Public Relations January 2007 - December 2008
Lucent Technologies February 2003 - November 2006
AG Communication Systems (Lucent/GTE joint venture) August 1997 - January 2003
Microtest, Inc. August 1996 - July 1997
Sirius Publishing, Inc. November 1992 - July 1996
Semantodontics (now SmartPractice) August 1991 - July 1992
Omtec, Inc. January 1990 - July 1991
Motorola, Inc. December 1987 - December 1989
Motorola, Inc. November 1984 - November 1987
Skills
Strategic Communications, Media Relations, Investor Relations, Industry Analyst..., Brand Management, Trade Shows, Social Media Marketing, Brand Development, Creative Writing, Special Event, Proofreading, Media Planning, Copywriting, Speech Writing, Annual Reports, White Papers, Video Production, Strategic Planning, Media Placement, Copy Editing, Cross-platform..., Media tours, Research, Sales Support Tools, Direct Marketing, Lead Generation, Online Lead Generation, Print Production Process, Graphics Software, Blogging, Corporate Website..., Editing, Employee communications, Vendor Management, Vendor Relationships, Creative Services, Employee Opinion Surveys, Customer Surveys, Philanthropy, Employee volunteer..., Technical Writing, Freelance Writing, Budget Process, Budget Monitoring, Internal Communications, Corporate Communications, Marketing Communications, Public Relations, Marketing, Advertising
Education
Syracuse University
Bachelor of Arts (BA), English and Creative Writing
Edward Jones January 2009 - Present
Cramer-Krasselt Public Relations January 2007 - December 2008
Lucent Technologies February 2003 - November 2006
AG Communication Systems (Lucent/GTE joint venture) August 1997 - January 2003
Microtest, Inc. August 1996 - July 1997
Sirius Publishing, Inc. November 1992 - July 1996
Semantodontics (now SmartPractice) August 1991 - July 1992
Omtec, Inc. January 1990 - July 1991
Motorola, Inc. December 1987 - December 1989
Motorola, Inc. November 1984 - November 1987
Skills
Strategic Communications, Media Relations, Investor Relations, Industry Analyst..., Brand Management, Trade Shows, Social Media Marketing, Brand Development, Creative Writing, Special Event, Proofreading, Media Planning, Copywriting, Speech Writing, Annual Reports, White Papers, Video Production, Strategic Planning, Media Placement, Copy Editing, Cross-platform..., Media tours, Research, Sales Support Tools, Direct Marketing, Lead Generation, Online Lead Generation, Print Production Process, Graphics Software, Blogging, Corporate Website..., Editing, Employee communications, Vendor Management, Vendor Relationships, Creative Services, Employee Opinion Surveys, Customer Surveys, Philanthropy, Employee volunteer..., Technical Writing, Freelance Writing, Budget Process, Budget Monitoring, Internal Communications, Corporate Communications, Marketing Communications, Public Relations, Marketing, Advertising
Education
Syracuse University
Bachelor of Arts (BA), English and Creative Writing
Bradley W. Booth Bradley W. Booth's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
National Defense University August 2011 - September 2014
NATO Training Mission - Afghanistan July 2010 - August 2011
8th US Army Korea 2008 - 2010
8th US Army Korea August 2005 - July 2007
U.S Army Officer Candidate School July 2003 - June 2005
US Army Manuever Center of Excellence July 2002 - June 2003
3/2 Stryker Brigade June 2001 - August 2002
3/2 Stryker Brigade April 2000 - June 2001
National Training Center August 1996 - December 1998
Skills
Leadership, Plans and Strategy..., Training and Education, Operations Managment, Project Management, Leading Organizational..., Strategic Communications, Leadership Development, Program Management, Training, Strategy, Military, Security Clearance, Management, Operations Management, Command, Project Planning, Change Management, Employee Training, Risk Management, Strategic Planning, National Security, Military Operations, Military Experience, Army
Education
US Military Academy BS; Embry Riddle - MBA, Army War College - MA - National Security Studies 2014 — 2014
Syracuse University 2013 — 2014
Enrolled in Veterans Institute, Project Management - PMP Certification
United States Army War College 2007 — 2008
National Security Studies - Masters Degree
EMBRY-RIDDLE UNIVERSITY, FORT LAUDERDALE, FL 1996 — 1999
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (BS)
Elkton High School
Edward Jones March 2015 - Present
National Defense University August 2011 - September 2014
NATO Training Mission - Afghanistan July 2010 - August 2011
8th US Army Korea 2008 - 2010
8th US Army Korea August 2005 - July 2007
U.S Army Officer Candidate School July 2003 - June 2005
US Army Manuever Center of Excellence July 2002 - June 2003
3/2 Stryker Brigade June 2001 - August 2002
3/2 Stryker Brigade April 2000 - June 2001
National Training Center August 1996 - December 1998
Skills
Leadership, Plans and Strategy..., Training and Education, Operations Managment, Project Management, Leading Organizational..., Strategic Communications, Leadership Development, Program Management, Training, Strategy, Military, Security Clearance, Management, Operations Management, Command, Project Planning, Change Management, Employee Training, Risk Management, Strategic Planning, National Security, Military Operations, Military Experience, Army
Education
US Military Academy BS; Embry Riddle - MBA, Army War College - MA - National Security Studies 2014 — 2014
Syracuse University 2013 — 2014
Enrolled in Veterans Institute, Project Management - PMP Certification
United States Army War College 2007 — 2008
National Security Studies - Masters Degree
EMBRY-RIDDLE UNIVERSITY, FORT LAUDERDALE, FL 1996 — 1999
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (BS)
Elkton High School
Bonnie Berg Bonnie Berg's Edward Jones Experience September 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Balancing Life's Issues August 2011 - December 2012
TIAA-CREF January 2000 - June 2003
TIAA-CREF January 1998 - December 1999
TIAA-CREF September 1994 - December 1997
Skills
Retirement Planning, Mutual Funds, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, HTML, CEBS, Financial Services, Employee Benefits
Education
Teachers College of Columbia University 1996 — 1998
Master of Arts (M.A.), Industrial and Organizational Psychology
State University of New York at Albany 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Edward Jones September 2013 - Present
Balancing Life's Issues August 2011 - December 2012
TIAA-CREF January 2000 - June 2003
TIAA-CREF January 1998 - December 1999
TIAA-CREF September 1994 - December 1997
Skills
Retirement Planning, Mutual Funds, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, HTML, CEBS, Financial Services, Employee Benefits
Education
Teachers College of Columbia University 1996 — 1998
Master of Arts (M.A.), Industrial and Organizational Psychology
State University of New York at Albany 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Jasmine D. Robbins Jasmine D. Robbins's Edward Jones Experience 2013 - 2013
Job Assistant General Manager at Courtyard by Marriott
Industry Hospitality
Experience
Courtyard by Marriott March 2015 - Present
Marriott Hotel May 2010 - Present
McKibbon Hotel Management December 2014 - March 2015
Residence Inn by Marriott May 2011 - March 2015
Edward Jones 2013 - 2013
Stillman College 2010 - 2013
Stillman College 2010 - 2013
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Data Entry, Event Planning, Microsoft Word, Event Management, Leadership, Sales, Public Speaking, Hospitality, Outlook, Direct Sales, Accounts Payable
Education
Stillman College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Xavier University of Louisiana 2009 — 2010
None, English Language and Literature/Letters
Courtyard by Marriott March 2015 - Present
Marriott Hotel May 2010 - Present
McKibbon Hotel Management December 2014 - March 2015
Residence Inn by Marriott May 2011 - March 2015
Edward Jones 2013 - 2013
Stillman College 2010 - 2013
Stillman College 2010 - 2013
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Data Entry, Event Planning, Microsoft Word, Event Management, Leadership, Sales, Public Speaking, Hospitality, Outlook, Direct Sales, Accounts Payable
Education
Stillman College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Xavier University of Louisiana 2009 — 2010
None, English Language and Literature/Letters
Jacob Wells Jacob Wells's Edward Jones Experience March 2013 - January 2014
Job Counterintelligence Analyst
Industry Military
Experience
American Protective Services February 2015 - Present
Texas Army National Guard December 2010 - Present
Railroad Controls Limited April 2014 - February 2015
State of Texas August 2014 - December 2014
Edward Jones March 2013 - January 2014
DRS Technologies July 2011 - February 2013
Texas Army National Guard August 2008 - December 2010
Skills
Army, Security Clearance, Military, Intelligence Analysis, Intelligence, Military Experience, Military Operations, DoD, National Security, Homeland Security, Force Protection, Defense, Military Training, Command, Top Secret, Financial Services, Retirement Planning, Team Management, Government Contracting, Operational Planning, Weapons
Education
Texas Christian University 2008 — 2010
Bachelor of Science, Criminal Justice
Tarrant County College 2006 — 2008
N/A, Basic Skills and Developmental/Remedial Education
American Protective Services February 2015 - Present
Texas Army National Guard December 2010 - Present
Railroad Controls Limited April 2014 - February 2015
State of Texas August 2014 - December 2014
Edward Jones March 2013 - January 2014
DRS Technologies July 2011 - February 2013
Texas Army National Guard August 2008 - December 2010
Skills
Army, Security Clearance, Military, Intelligence Analysis, Intelligence, Military Experience, Military Operations, DoD, National Security, Homeland Security, Force Protection, Defense, Military Training, Command, Top Secret, Financial Services, Retirement Planning, Team Management, Government Contracting, Operational Planning, Weapons
Education
Texas Christian University 2008 — 2010
Bachelor of Science, Criminal Justice
Tarrant County College 2006 — 2008
N/A, Basic Skills and Developmental/Remedial Education
Arturo Flores Babick Arturo Flores Babick's Edward Jones Experience February 2009 - January 2011
Job Entrepreneur and Finance Professional
Industry Financial Services
Experience
Unum 2011 - Present
New Landings September 2010 - Present
Edward Jones February 2009 - January 2011
International Profit Associates November 2008 - January 2009
Casa Bonita Home January 2000 - March 2008
Accenture September 1994 - September 1999
Education
Tecnológico de Monterrey 1989 — 1993
Industrial Engineering, Finance, Accounting, Industrial Systems and Methods, Statistics, Business Modeling
Unum 2011 - Present
New Landings September 2010 - Present
Edward Jones February 2009 - January 2011
International Profit Associates November 2008 - January 2009
Casa Bonita Home January 2000 - March 2008
Accenture September 1994 - September 1999
Education
Tecnológico de Monterrey 1989 — 1993
Industrial Engineering, Finance, Accounting, Industrial Systems and Methods, Statistics, Business Modeling
Patrick Carey's Edward Jones Experience January 2008 - November 2009
Job Business Banker I Business & SBA Lending I Vice President at Regions Bank | Serving all of Central FL and Lake County
Industry Banking
Experience
Regions Bank August 2015 - Present
SunTrust Bank August 2013 - August 2015
Oasis Outsourcing November 2011 - July 2013
SunTrust Bank January 2002 - November 2011
Edward Jones January 2008 - November 2009
Professional Golf Tours 1998 - 2001
Skills
Loan Origination, Commercial Mortgages, Commercial Banking, Commercial Lending, Treasury Management, Merchant Services, Client Services, Customer Relations, Prospect Research, Loan Closing, Social Networking
Education
Stetson University 1995 — 1998
BBA in Marketing, Business
Avon Old Farms Prep 1994 — 1998
High School, General
Regions Bank August 2015 - Present
SunTrust Bank August 2013 - August 2015
Oasis Outsourcing November 2011 - July 2013
SunTrust Bank January 2002 - November 2011
Edward Jones January 2008 - November 2009
Professional Golf Tours 1998 - 2001
Skills
Loan Origination, Commercial Mortgages, Commercial Banking, Commercial Lending, Treasury Management, Merchant Services, Client Services, Customer Relations, Prospect Research, Loan Closing, Social Networking
Education
Stetson University 1995 — 1998
BBA in Marketing, Business
Avon Old Farms Prep 1994 — 1998
High School, General
Karry Parran Karry Parran's Edward Jones Experience July 2012 - August 2012
Job Accounts receivable coordinator
Industry Financial Services
Experience
Enterprise Holdings April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Edward Jones July 2012 - August 2012
Stephens College August 2009 - May 2012
Byrd Style Lounge Boutique May 2011 - August 2011
Commerce Bank June 2009 - August 2011
Skills
Financial Analysis, Strategic Financial..., Oral & Written..., Fast Learner, Highly detail oriented, Supervisory Skills, Inventory Management, Entrepreneurial Skills, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Marketing, Budgets, Finance, Analysis, Time Management, Program Management
Education
Stephens College 2008 — 2012
Bachelor of Science, Business & Marketing
Cardinal Ritter College Prep High School 2004 — 2008
High school diploma, General Studies
Enterprise Holdings April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Edward Jones July 2012 - August 2012
Stephens College August 2009 - May 2012
Byrd Style Lounge Boutique May 2011 - August 2011
Commerce Bank June 2009 - August 2011
Skills
Financial Analysis, Strategic Financial..., Oral & Written..., Fast Learner, Highly detail oriented, Supervisory Skills, Inventory Management, Entrepreneurial Skills, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Marketing, Budgets, Finance, Analysis, Time Management, Program Management
Education
Stephens College 2008 — 2012
Bachelor of Science, Business & Marketing
Cardinal Ritter College Prep High School 2004 — 2008
High school diploma, General Studies
Christie Mouton Christie Mouton's Edward Jones Experience July 1999 - October 2007
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Wells Fargo Advisors October 2007 - March 2014
Edward Jones July 1999 - October 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Entry, Outlook, Time Management, Event Planning, Team Building, Leadership, Marketing, Social Media, Finance
Education
Tarrant County College
Early Childhood Education and Teaching
Ameriprise Financial Services, Inc. March 2014 - Present
Wells Fargo Advisors October 2007 - March 2014
Edward Jones July 1999 - October 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Entry, Outlook, Time Management, Event Planning, Team Building, Leadership, Marketing, Social Media, Finance
Education
Tarrant County College
Early Childhood Education and Teaching
Terry Webb, AAMS's Edward Jones Experience September 2007 - February 2011
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Edward Jones September 2007 - February 2011
LPL Financial October 2005 - September 2007
AXA Advisors August 2003 - October 2005
Key Bank December 1969 - March 1997
Skills
Leadership, Public Speaking, Finance, Microsoft Office, Investments, Management, Insurance, Retirement Planning, Wealth Management, Financial Planning
Education
Kaplan-Schweser College 2012 — 2013
CFP Candidate
The American College 2009 — 2009
AAMS, Finance and Financial Management Services
State University of New York College at Oneonta 1986 — 1991
Bachelor's degree, Business and Economics
Ameriprise Financial Services, Inc. November 2011 - Present
Edward Jones September 2007 - February 2011
LPL Financial October 2005 - September 2007
AXA Advisors August 2003 - October 2005
Key Bank December 1969 - March 1997
Skills
Leadership, Public Speaking, Finance, Microsoft Office, Investments, Management, Insurance, Retirement Planning, Wealth Management, Financial Planning
Education
Kaplan-Schweser College 2012 — 2013
CFP Candidate
The American College 2009 — 2009
AAMS, Finance and Financial Management Services
State University of New York College at Oneonta 1986 — 1991
Bachelor's degree, Business and Economics
Chris Hazelip's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Certified Financial..., Chartered Life..., Accredited Asset...
Education
Stephen F. Austin State University
Master of Business Administration (MBA), Finance
Edward Jones
Skills
Certified Financial..., Chartered Life..., Accredited Asset...
Education
Stephen F. Austin State University
Master of Business Administration (MBA), Finance
Thomas Tucker Thomas Tucker's Edward Jones Experience 2003 - 2006
Job Program Manager at Saab Defense and Security Systems
Industry Program Development
Experience
Saab Defense and Security Systems 2015 - Present
Lockheed Martin 2008 - 2013
HSBC Securities 2006 - 2008
Edward Jones 2003 - 2006
Acterna Inc. 2000 - 2002
Philips Broadband Networks Inc. 1995 - 2000
Laser Precision Corporation 1991 - 1995
New York Telephone 1985 - 1990
O'Brien & Gere 1982 - 1985
Skills
Program Management, Project Management, Product Management, DoD, Financial Advisor, Technical Writing, Cross-functional Team..., Management, Engineering, Manufacturing, Training, Requirements Management, Product Development, Process Improvement, Business Development, Strategy, Engineering Management, Six Sigma, Telecommunications, Systems Engineering
Education
Syracuse University
Bachelor's Degree, Mechanical Engineering
Syracuse University
Bachelor of Science (B.S.)
Saab Defense and Security Systems 2015 - Present
Lockheed Martin 2008 - 2013
HSBC Securities 2006 - 2008
Edward Jones 2003 - 2006
Acterna Inc. 2000 - 2002
Philips Broadband Networks Inc. 1995 - 2000
Laser Precision Corporation 1991 - 1995
New York Telephone 1985 - 1990
O'Brien & Gere 1982 - 1985
Skills
Program Management, Project Management, Product Management, DoD, Financial Advisor, Technical Writing, Cross-functional Team..., Management, Engineering, Manufacturing, Training, Requirements Management, Product Development, Process Improvement, Business Development, Strategy, Engineering Management, Six Sigma, Telecommunications, Systems Engineering
Education
Syracuse University
Bachelor's Degree, Mechanical Engineering
Syracuse University
Bachelor of Science (B.S.)
Kleiman, Marc Kleiman, Marc's Edward Jones Experience 2004 - 2011
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2011 - Present
Edward Jones 2004 - 2011
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory
Education
State University of New York College at Geneseo 1982 — 1984
Bachelor of Arts (BA), Broadcast Journalism & Finance
University of Miami 1977 — 1979
Bachelor's degree, Radio and Television Broadcasting Technology/Technician
VALIC July 2011 - Present
Edward Jones 2004 - 2011
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory
Education
State University of New York College at Geneseo 1982 — 1984
Bachelor of Arts (BA), Broadcast Journalism & Finance
University of Miami 1977 — 1979
Bachelor's degree, Radio and Television Broadcasting Technology/Technician
Brent Gough Brent Gough's Edward Jones Experience June 1998 - Present
Job Financial Advisor at Edward Jones Limited Partner
Industry Financial Services
Experience
Edward Jones June 1998 - Present
Skills
Strategic Financial..., Fixed Annuities, Securities, Estate Planning, IRAs, Uniform Combined State..., Equities, 401k Rollovers, 401k, Asset Management, Life Insurance, Bonds, Alternative Investments
Education
Tarleton State University 1983 — 1989
Bachelor’s Degree, Business
Graham High School 1980 — 1983
Edward Jones June 1998 - Present
Skills
Strategic Financial..., Fixed Annuities, Securities, Estate Planning, IRAs, Uniform Combined State..., Equities, 401k Rollovers, 401k, Asset Management, Life Insurance, Bonds, Alternative Investments
Education
Tarleton State University 1983 — 1989
Bachelor’s Degree, Business
Graham High School 1980 — 1983
Kate Warne Kate Warne's Edward Jones Experience Associate Director - Capital Markets ResearchAT&T1990 - 1995
Job Investment Strategist at Edward Jones
Industry Financial Services
Experience
Edward Jones Associate Director - Capital Markets ResearchAT&T1990 - 1995
General Motors 1988 - 1990
Skills
Wealth Management, Investments, Mutual Funds, Capital Markets, Investment Strategies, Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Strategic Financial..., Bonds, Securities, Retirement, Financial Advisory, ETFs, Financial Planning, Portfolio Management
Education
Swarthmore College 1973 — 1976
Yale University
Ph.D., Economics/fFinance
Edward Jones Associate Director - Capital Markets ResearchAT&T1990 - 1995
General Motors 1988 - 1990
Skills
Wealth Management, Investments, Mutual Funds, Capital Markets, Investment Strategies, Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Strategic Financial..., Bonds, Securities, Retirement, Financial Advisory, ETFs, Financial Planning, Portfolio Management
Education
Swarthmore College 1973 — 1976
Yale University
Ph.D., Economics/fFinance
Greg Wade Greg Wade's Edward Jones Experience November 2004 - June 2008
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America July 2008 - Present
Edward Jones November 2004 - June 2008
Education
Stephen F. Austin State University 1994 — 1998
Investment Centers of America July 2008 - Present
Edward Jones November 2004 - June 2008
Education
Stephen F. Austin State University 1994 — 1998
John C. Torres JT John C. Torres JT's Edward Jones Experience May 2007 - August 2007
Job Bank ManagerWells Fargo/OwnerROCKADIVE AUSTIN LLC
Industry Banking
Experience
Wells Fargo Bank, NA August 2007 - Present
Wachovia Bank, N.A. August 2007 - June 2010
KEYE-TV 2003 - 2008
Edward Jones May 2007 - August 2007
Barton Creek Resort & Spa August 2005 - May 2007
Four Seasons Hotels and Resorts 1996 - 2005
Skills
Advertising, Financial Analysis, Strategic Financial..., Forecasting, Banking, Investments, Customer Service, Sales, Budget, Sales Management, Profit, Marketing, Credit, Coaching, Insurance, Team Building, Retail, Strategic Planning, Loans, Team Leadership
Education
Texas State University 1994 — 1995
Advertising
Tarrant County College 1992 — 1994
General Academics
Wells Fargo Bank, NA August 2007 - Present
Wachovia Bank, N.A. August 2007 - June 2010
KEYE-TV 2003 - 2008
Edward Jones May 2007 - August 2007
Barton Creek Resort & Spa August 2005 - May 2007
Four Seasons Hotels and Resorts 1996 - 2005
Skills
Advertising, Financial Analysis, Strategic Financial..., Forecasting, Banking, Investments, Customer Service, Sales, Budget, Sales Management, Profit, Marketing, Credit, Coaching, Insurance, Team Building, Retail, Strategic Planning, Loans, Team Leadership
Education
Texas State University 1994 — 1995
Advertising
Tarrant County College 1992 — 1994
General Academics
Lin(Linda) Liu Lin(Linda) Liu's Edward Jones Experience October 2012 - February 2013
Job Global Supply Chain Analytics
Industry Logistics and Supply Chain
Experience
Monsanto Company March 2014 - Present
Monsanto March 2013 - May 2013
Edward Jones October 2012 - February 2013
Citi July 2010 - April 2011
China Merchants Securities Co., Ltd. January 2010 - April 2010
Wrigley November 2007 - April 2008
Skills
CPLEX, Supply Chain..., Quantitative Analytics, Financial Modeling, Business Analysis, Valuation
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master, Supply Chain Management
Wichita State University 2009 — 2010
Exchange study, Finance
Sun Yat-Sen University 2008 — 2010
Master, Finance
Sun Yat-Sen University 2004 — 2008
Bachelor, Finance
Monsanto Company March 2014 - Present
Monsanto March 2013 - May 2013
Edward Jones October 2012 - February 2013
Citi July 2010 - April 2011
China Merchants Securities Co., Ltd. January 2010 - April 2010
Wrigley November 2007 - April 2008
Skills
CPLEX, Supply Chain..., Quantitative Analytics, Financial Modeling, Business Analysis, Valuation
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master, Supply Chain Management
Wichita State University 2009 — 2010
Exchange study, Finance
Sun Yat-Sen University 2008 — 2010
Master, Finance
Sun Yat-Sen University 2004 — 2008
Bachelor, Finance
Dan Ferwerda's Edward Jones Experience 2000 - 2002
Job Investment Advisor Representative VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group September 2012 - Present
VALIC December 2002 - October 2012
Edward Jones 2000 - 2002
Education
Taylor University 1994 — 1998
Bachelor of Arts (BA), Business Administration
Grand Rapids Baptist Academy 1991 — 1994
VantagePointe Financial Group September 2012 - Present
VALIC December 2002 - October 2012
Edward Jones 2000 - 2002
Education
Taylor University 1994 — 1998
Bachelor of Arts (BA), Business Administration
Grand Rapids Baptist Academy 1991 — 1994
Cindy Brewington, AAMS Cindy Brewington, AAMS's Edward Jones Experience September 1997 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones September 1997 - Present
Wells Fargo Bank, Northeast Tarrant County June 1993 - September 1997
Compass Bank, Houston February 1990 - June 1993
RepublicBank, now Bank of America February 1983 - June 1990
Venture Resources 1981 - 1983
Education
Stephen F. Austin State University 1976 — 1980
BA
Edward Jones September 1997 - Present
Wells Fargo Bank, Northeast Tarrant County June 1993 - September 1997
Compass Bank, Houston February 1990 - June 1993
RepublicBank, now Bank of America February 1983 - June 1990
Venture Resources 1981 - 1983
Education
Stephen F. Austin State University 1976 — 1980
BA
Susan Fiihr-Schumacher Susan Fiihr-Schumacher's Edward Jones Experience April 2015 - Present
Job Russellville, AR
Industry Financial Services
Experience
National General Insurance October 2015 - Present
Edward Jones April 2015 - Present
Self employed January 2014 - Present
Nationwide Insurance April 2009 - January 2014
Nationwide Insurance 2005 - 2010
USAA 2001 - 2005
Alan Young Buick GMC January 1998 - January 2001
Skills
Property & Casualty..., Property Damage, Liability, Legal Liability, Casualty, General Insurance, Homeowners, Claim, Claims Management, Customer Service, Recruiting, Catastrophe, Automotive, Team Building, Team Leadership, Team Management, Cross-functional Team..., Training, Conflict Resolution, Communication, Leadership Development, Estimating, Storms, Vendor Management..., Auto Theft, Damage Assessment, Inspiring People, Identifying Issues, Commercial Insurance, Insurance, Adjustments, Professional Liability, Commercial Lines, Renters, Umbrella Insurance, Claim Investigation, Management, Claims Handling, Negotiation, Claims Resolution, Process Improvement, Subrogation, Leadership
Education
Tarrant County College
Criminal Justice and Corrections, A
National General Insurance October 2015 - Present
Edward Jones April 2015 - Present
Self employed January 2014 - Present
Nationwide Insurance April 2009 - January 2014
Nationwide Insurance 2005 - 2010
USAA 2001 - 2005
Alan Young Buick GMC January 1998 - January 2001
Skills
Property & Casualty..., Property Damage, Liability, Legal Liability, Casualty, General Insurance, Homeowners, Claim, Claims Management, Customer Service, Recruiting, Catastrophe, Automotive, Team Building, Team Leadership, Team Management, Cross-functional Team..., Training, Conflict Resolution, Communication, Leadership Development, Estimating, Storms, Vendor Management..., Auto Theft, Damage Assessment, Inspiring People, Identifying Issues, Commercial Insurance, Insurance, Adjustments, Professional Liability, Commercial Lines, Renters, Umbrella Insurance, Claim Investigation, Management, Claims Handling, Negotiation, Claims Resolution, Process Improvement, Subrogation, Leadership
Education
Tarrant County College
Criminal Justice and Corrections, A
Diane Hennekey Diane Hennekey's Edward Jones Experience 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
Time Warner Cable 1997 - 2005
Skills
Finance, Strategic Financial..., Business Planning, Retirement Planning, Small Business, Series 7, Microsoft Office, Insurance, Sales, Retirement, Series 63, Investments, 401k, Team Building, Coaching, Financial Analysis, Budgets, Call Centers, Customer Service, Public Speaking, Microsoft Excel, Strategic Planning, Sales Management
Education
State University of New York Empire State College
Business Administration
Kendall High School
Edward Jones 2006 - Present
Time Warner Cable 1997 - 2005
Skills
Finance, Strategic Financial..., Business Planning, Retirement Planning, Small Business, Series 7, Microsoft Office, Insurance, Sales, Retirement, Series 63, Investments, 401k, Team Building, Coaching, Financial Analysis, Budgets, Call Centers, Customer Service, Public Speaking, Microsoft Excel, Strategic Planning, Sales Management
Education
State University of New York Empire State College
Business Administration
Kendall High School
Emily Wiley's Edward Jones Experience April 2013 - October 2014
Job Business Communications Professor
Industry Higher Education
Experience
Texas State University August 2015 - Present
Independent Business Owner October 2014 - Present
Flying Threads Embroidery April 2014 - Present
Edward Jones April 2013 - October 2014
Multimedia Games January 2012 - April 2012
BAE Systems April 2006 - January 2012
Trinity Title of Texas, LLC December 2005 - April 2006
Fairhart Design August 2004 - December 2005
Texas State Management Dept August 2004 - December 2005
Ralph W. Steen Library SFASU January 2002 - August 2004
Skills
Advanced Microsoft..., Excellent communicator..., Fast Learner, excellent..., Microsoft Excel, Organizational Structure, Team Building, Program Management, Multi Tasking, Research, Budgets, Customer Service, Sales, Management, Process Improvement, Business Development, Executive Management, Analysis, Finance, Risk Management, Team Leadership, Strategic Planning, Financial Analysis, Project Management, Quality Assurance, Forecasting, Leadership
Education
Texas State University 2004 — 2005
MBA, Business
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Texas State University August 2015 - Present
Independent Business Owner October 2014 - Present
Flying Threads Embroidery April 2014 - Present
Edward Jones April 2013 - October 2014
Multimedia Games January 2012 - April 2012
BAE Systems April 2006 - January 2012
Trinity Title of Texas, LLC December 2005 - April 2006
Fairhart Design August 2004 - December 2005
Texas State Management Dept August 2004 - December 2005
Ralph W. Steen Library SFASU January 2002 - August 2004
Skills
Advanced Microsoft..., Excellent communicator..., Fast Learner, excellent..., Microsoft Excel, Organizational Structure, Team Building, Program Management, Multi Tasking, Research, Budgets, Customer Service, Sales, Management, Process Improvement, Business Development, Executive Management, Analysis, Finance, Risk Management, Team Leadership, Strategic Planning, Financial Analysis, Project Management, Quality Assurance, Forecasting, Leadership
Education
Texas State University 2004 — 2005
MBA, Business
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Scott A. Damico, MBA's Edward Jones Experience May 2012 - January 2014
Job Financial Advisor at Capital One Investing
Industry Financial Services
Experience
Capital One Investing January 2014 - Present
Edward Jones May 2012 - January 2014
TMX Finance October 2010 - June 2012
Vienna Tax Service February 2007 - November 2010
MCI February 2001 - December 2003
MicroLegend Telecom Systems February 1999 - January 2001
MCI FAA Network Control Center September 1997 - January 1999
US Army May 1991 - August 1997
Skills
Process Improvement, Strategic Planning, Customer Relations, Forecasting, Telecommunications, Strategic Financial..., Estate Planning, Leadership, Customer Service, Analysis, Cross-functional Team..., Retail, Time Management, Team Building, Management, Budgets, Finance, Sales, Team Leadership, Training
Education
Sullivan University 2009 — 2010
Executive MBA, Executive Management and Corporate Finance and Analysis
Sullivan University 2007 — 2009
B.S, Business Administration - Management
National College of Business & Technology 2005 — 2007
A.A.S, Accounting and Management
Capital One Investing January 2014 - Present
Edward Jones May 2012 - January 2014
TMX Finance October 2010 - June 2012
Vienna Tax Service February 2007 - November 2010
MCI February 2001 - December 2003
MicroLegend Telecom Systems February 1999 - January 2001
MCI FAA Network Control Center September 1997 - January 1999
US Army May 1991 - August 1997
Skills
Process Improvement, Strategic Planning, Customer Relations, Forecasting, Telecommunications, Strategic Financial..., Estate Planning, Leadership, Customer Service, Analysis, Cross-functional Team..., Retail, Time Management, Team Building, Management, Budgets, Finance, Sales, Team Leadership, Training
Education
Sullivan University 2009 — 2010
Executive MBA, Executive Management and Corporate Finance and Analysis
Sullivan University 2007 — 2009
B.S, Business Administration - Management
National College of Business & Technology 2005 — 2007
A.A.S, Accounting and Management
Mary Robinson's Edward Jones Experience June 2012 - October 2012
Job Director of Carrier Relations at CHEP
Industry Logistics and Supply Chain
Experience
J2 Transportation November 2013 - December 2014
CHEP October 2012 - September 2013
Edward Jones June 2012 - October 2012
Kimberly-Clark June 2007 - February 2011
Clorox April 2003 - May 2007
Nestle USA 1999 - 2003
Skills
LTL, Truckload, Freight, Ocean, Air Freight, FTL, Trucking, Reefer, Transportation..., Transportation, Rail, Intermodal, 3PL, Procurement, Contract Negotiation, Continuous Improvement, Lean Initiatives, TMS, Team Leadership, People Management, Analytics, System Testing, Container, Leadership, Logistics, Management, Supply Chain, Lean Manufacturing, Negotiation, Supply Chain Management, Analysis, Materials Management, Supply Chain..., Logistics Management, Warehousing, Shipping, Pricing, P&L Management, Supply Chain Operations, Strategy, Process Improvement
Education
State University of New York College at Oneonta
BS -Political Science, Political Science, History
J2 Transportation November 2013 - December 2014
CHEP October 2012 - September 2013
Edward Jones June 2012 - October 2012
Kimberly-Clark June 2007 - February 2011
Clorox April 2003 - May 2007
Nestle USA 1999 - 2003
Skills
LTL, Truckload, Freight, Ocean, Air Freight, FTL, Trucking, Reefer, Transportation..., Transportation, Rail, Intermodal, 3PL, Procurement, Contract Negotiation, Continuous Improvement, Lean Initiatives, TMS, Team Leadership, People Management, Analytics, System Testing, Container, Leadership, Logistics, Management, Supply Chain, Lean Manufacturing, Negotiation, Supply Chain Management, Analysis, Materials Management, Supply Chain..., Logistics Management, Warehousing, Shipping, Pricing, P&L Management, Supply Chain Operations, Strategy, Process Improvement
Education
State University of New York College at Oneonta
BS -Political Science, Political Science, History
Eric Bencivenga Eric Bencivenga's Edward Jones Experience June 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Silver Fin Capital Group, LLC. May 2012 - June 2014
BEST Tax & Insurance Services, Inc. August 2011 - June 2014
Thousand Island Equities Inc. February 2006 - February 2012
Thousand Island Equities Inc. February 2006 - February 2012
Wells fargo Home MOrtgage 2003 - 2006
Household finance corp 2001 - 2003
Education
University of Hartford 1997 — 1999
bachelors, finance, insurance
Suffolk County Community College 1995 — 1997
Business Administration and Management, General
Edward Jones June 2014 - Present
Silver Fin Capital Group, LLC. May 2012 - June 2014
BEST Tax & Insurance Services, Inc. August 2011 - June 2014
Thousand Island Equities Inc. February 2006 - February 2012
Thousand Island Equities Inc. February 2006 - February 2012
Wells fargo Home MOrtgage 2003 - 2006
Household finance corp 2001 - 2003
Education
University of Hartford 1997 — 1999
bachelors, finance, insurance
Suffolk County Community College 1995 — 1997
Business Administration and Management, General
David P. Dwyer M.B.A. David P. Dwyer M.B.A.'s Edward Jones Experience June 1999 - June 2000
Job Vice President of Sales and Operations at Miller EnviroCare Inc.
Industry Consumer Services
Experience
Miller Enviro-Care Inc. May 2014 - Present
Devcon Security February 2012 - January 2013
BNI 2012 - 2013
Verizon Wireless June 2010 - January 2012
Top Sales Executives Corp. January 2007 - June 2010
Ricoh Americas Corporation January 2002 - January 2007
Morgan Stanley June 2000 - September 2001
Edward Jones June 1999 - June 2000
Skills
Account Management, Sales Management, Direct Sales, Cold Calling, Sales Process, Negotiation, New Business Development, Selling, Customer Satisfaction, Strategic Account..., Solution Selling, Team Building, Sales Presentations, Team Leadership, Closing Abilities, Sales Management..., Corporate Sales..., Corporate Sales..., Sales Operations, Call Centers, Key Account Management, Sales, Contract Negotiation, Forecasting, Management, Recruiting, P&L Management, Coaching, Networking
Education
State University of New York at Oswego 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Oswego 1995 — 1999
Bachelor of Business Administration (BBA), Finance, HR Law
Miller Enviro-Care Inc. May 2014 - Present
Devcon Security February 2012 - January 2013
BNI 2012 - 2013
Verizon Wireless June 2010 - January 2012
Top Sales Executives Corp. January 2007 - June 2010
Ricoh Americas Corporation January 2002 - January 2007
Morgan Stanley June 2000 - September 2001
Edward Jones June 1999 - June 2000
Skills
Account Management, Sales Management, Direct Sales, Cold Calling, Sales Process, Negotiation, New Business Development, Selling, Customer Satisfaction, Strategic Account..., Solution Selling, Team Building, Sales Presentations, Team Leadership, Closing Abilities, Sales Management..., Corporate Sales..., Corporate Sales..., Sales Operations, Call Centers, Key Account Management, Sales, Contract Negotiation, Forecasting, Management, Recruiting, P&L Management, Coaching, Networking
Education
State University of New York at Oswego 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Oswego 1995 — 1999
Bachelor of Business Administration (BBA), Finance, HR Law
John Pobanz, CFP® John Pobanz, CFP®'s Edward Jones Experience July 2004 - March 2008
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2008 - Present
Edward Jones July 2004 - March 2008
Skills
Certified Financial..., Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Securities, Life Insurance, Alternative Investments, ETFs, Wealth Management
Education
Taylor University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration
Raymond James March 2008 - Present
Edward Jones July 2004 - March 2008
Skills
Certified Financial..., Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Securities, Life Insurance, Alternative Investments, ETFs, Wealth Management
Education
Taylor University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration
Monica (Rodriguez) Wagner Monica (Rodriguez) Wagner's Edward Jones Experience 1997 - 2000
Job
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2011 - October 2013
Wells Fargo Advisors May 2008 - June 2011
Perficient, Inc. September 2006 - January 2008
BJC Healthcare July 2002 - September 2006
Ciber, Inc. 2000 - 2002
Edward Jones 1997 - 2000
Zale Corporation 1987 - 1990
Skills
Vendor Management, Project Management, Process Improvement, Strategic Planning, Business Analysis, Management, Social Media, Leadership, Strategy, Visio, Risk Management, Social Media Marketing, SDLC, Program Management, Finance, Financial Services
Education
Webster University
MBA
The University of Texas at Dallas
Accounting
Washington University in St. Louis
School of Music
Stephens College
Bachelor of Arts (B.A.), Double Major: Fashion and Business Administration
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors June 2011 - October 2013
Wells Fargo Advisors May 2008 - June 2011
Perficient, Inc. September 2006 - January 2008
BJC Healthcare July 2002 - September 2006
Ciber, Inc. 2000 - 2002
Edward Jones 1997 - 2000
Zale Corporation 1987 - 1990
Skills
Vendor Management, Project Management, Process Improvement, Strategic Planning, Business Analysis, Management, Social Media, Leadership, Strategy, Visio, Risk Management, Social Media Marketing, SDLC, Program Management, Finance, Financial Services
Education
Webster University
MBA
The University of Texas at Dallas
Accounting
Washington University in St. Louis
School of Music
Stephens College
Bachelor of Arts (B.A.), Double Major: Fashion and Business Administration
Mark Schenkel Mark Schenkel's Edward Jones Experience January 2004 - August 2008
Job Director of Community Relations / Advancement Officer, Huntington University, Huntington, IN
Industry Higher Education
Experience
Huntington University August 2012 - Present
Land Mark Food Products October 2009 - June 2012
Superior Dairy, Inc. October 2008 - August 2009
Edward Jones January 2004 - August 2008
Dean Foods "Schenkel's Dairy" May 1999 - November 2003
Schenkel's Dairy June 1993 - April 1999
Skills
Food Safety, Food Industry, Food, Food & Beverage, Corporate Finance, Strategic Financial..., Strategic Planning, Marketing Strategy, Logistics, Logistics Management, HACCP, Capital Budgeting, New Business Development, Operating Budgets, Networking, Cold Calling, Asset Managment, Management, Account Management, Operations Management, Product Marketing, Direct Marketing, Distributors, Dairy, Dairy Products, Pizza, Sandwiches, Ice Cream, Stock Trading, Bond Markets, Variable Annuities, Fixed Annuities, Brokerage, Trucking, General Operations, Human Resources, Safety, Pensions, Retirement Planning, Retirement, Marketing, Event Planning, Fundraising, Community Development, Public Relations, Key Account Development, Nonprofits, Forecasting, Sales
Education
Taylor University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Huntington University August 2012 - Present
Land Mark Food Products October 2009 - June 2012
Superior Dairy, Inc. October 2008 - August 2009
Edward Jones January 2004 - August 2008
Dean Foods "Schenkel's Dairy" May 1999 - November 2003
Schenkel's Dairy June 1993 - April 1999
Skills
Food Safety, Food Industry, Food, Food & Beverage, Corporate Finance, Strategic Financial..., Strategic Planning, Marketing Strategy, Logistics, Logistics Management, HACCP, Capital Budgeting, New Business Development, Operating Budgets, Networking, Cold Calling, Asset Managment, Management, Account Management, Operations Management, Product Marketing, Direct Marketing, Distributors, Dairy, Dairy Products, Pizza, Sandwiches, Ice Cream, Stock Trading, Bond Markets, Variable Annuities, Fixed Annuities, Brokerage, Trucking, General Operations, Human Resources, Safety, Pensions, Retirement Planning, Retirement, Marketing, Event Planning, Fundraising, Community Development, Public Relations, Key Account Development, Nonprofits, Forecasting, Sales
Education
Taylor University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
David M. Cheek David M. Cheek's Edward Jones Experience July 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
WSI eMarketing June 2011 - December 2013
Coventry Health Care November 2012 - November 2013
Pan-American Benefits Solutions, Inc. February 2009 - October 2010
MIB Solutions Inc. October 2007 - February 2009
UniCare Life and Health March 1999 - July 2007
Skills
Leadership, Lead Generation, Sales, Team Building, Marketing, Marketing Strategy, Sales Operations, Employee Benefits, Sales Management, New Business Development, Management, Insurance, Social Media, Business Strategy, Strategic Planning, Health Insurance, Public Speaking, Health Savings Accounts, Small Business, Business Planning, P&L Management, Competitive Analysis, Direct Sales, Performance Management, Digital Marketing, Customer Retention, Medicare, Life Insurance, Selling, Strategic Partnerships, CRM, Training, Customer Service, Revenue Generation, Account Management, Business Development, Healthcare, Brokers, Term Life Insurance, Long-term Care, Cold Calling, Web Marketing, SEO, Revenue, Forecasting, Salesforce.com, Executive Management, Sales Process
Education
Stephen F. Austin State University
B.S., Communications
Edward Jones July 2014 - Present
WSI eMarketing June 2011 - December 2013
Coventry Health Care November 2012 - November 2013
Pan-American Benefits Solutions, Inc. February 2009 - October 2010
MIB Solutions Inc. October 2007 - February 2009
UniCare Life and Health March 1999 - July 2007
Skills
Leadership, Lead Generation, Sales, Team Building, Marketing, Marketing Strategy, Sales Operations, Employee Benefits, Sales Management, New Business Development, Management, Insurance, Social Media, Business Strategy, Strategic Planning, Health Insurance, Public Speaking, Health Savings Accounts, Small Business, Business Planning, P&L Management, Competitive Analysis, Direct Sales, Performance Management, Digital Marketing, Customer Retention, Medicare, Life Insurance, Selling, Strategic Partnerships, CRM, Training, Customer Service, Revenue Generation, Account Management, Business Development, Healthcare, Brokers, Term Life Insurance, Long-term Care, Cold Calling, Web Marketing, SEO, Revenue, Forecasting, Salesforce.com, Executive Management, Sales Process
Education
Stephen F. Austin State University
B.S., Communications
Joseph Gaetano Joseph Gaetano's Edward Jones Experience June 2005 - August 2005
Job Analyst, Retirement Plan Services – Ambrose at TriNet
Industry Human Resources
Experience
TriNet December 2014 - Present
3M August 2012 - December 2014
New York Life Insurance Company January 2012 - July 2012
Milliman May 2007 - November 2011
Edward Jones June 2005 - August 2005
Skills
Pension Actuarial..., Benefit Regulatory..., Data Analysis, Numerical Reasoning, Client Relations, Customer Loyalty, Employee Support, Strategy Planning, Execute Improvements, Sales Forecasting, Client, Strategic Planning, Competitive Analysis, Forecasting, Microsoft Excel, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (B.S.), Entrepreneurship and Emerging Enterprises
TriNet December 2014 - Present
3M August 2012 - December 2014
New York Life Insurance Company January 2012 - July 2012
Milliman May 2007 - November 2011
Edward Jones June 2005 - August 2005
Skills
Pension Actuarial..., Benefit Regulatory..., Data Analysis, Numerical Reasoning, Client Relations, Customer Loyalty, Employee Support, Strategy Planning, Execute Improvements, Sales Forecasting, Client, Strategic Planning, Competitive Analysis, Forecasting, Microsoft Excel, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (B.S.), Entrepreneurship and Emerging Enterprises
Brad Buroker Brad Buroker's Edward Jones Experience July 2012 - Present
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
RRTS December 2007 - March 2012
Yellow Transportation August 1999 - December 2007
Skills
Leadership, Team Building, Management, Strategic Planning, Marketing, Microsoft Office, Customer Service, Event Planning, Sales, Negotiation
Education
Taylor University 1978 — 1981
Madison-Grant H.S. 1973 — 1977
Edward Jones July 2012 - Present
RRTS December 2007 - March 2012
Yellow Transportation August 1999 - December 2007
Skills
Leadership, Team Building, Management, Strategic Planning, Marketing, Microsoft Office, Customer Service, Event Planning, Sales, Negotiation
Education
Taylor University 1978 — 1981
Madison-Grant H.S. 1973 — 1977
Christopher Lazo Christopher Lazo's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Edward Jones June 2013 - October 2013
Darwood Associates, Inc. February 2011 - May 2011
Student Managed Investment Portfolio November 2010 - May 2011
YMCA September 2009 - January 2011
SUNY Plattsburgh Stock Market Club August 2010 - December 2010
Brewer Landscaping, LLC. June 2003 - September 2010
Vector Marketing May 2009 - September 2009
Skills
Leadership, Financial Analysis, series 66, Time Management, Sales, Research, Investments, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Strategic Planning, Customer Service, Data Analysis, Public Speaking, Access, Event Planning, Team Building, Analysis, Business Strategy, Insurance, Mutual Funds, Series 7
Education
SUNY Plattsburgh 2009 — 2011
Bachelor of Science, Finance, Economics
SUNY Canton 2005 — 2009
Associates of Science, Business Administration
Potsdam Senior High School 2000 — 2005
Advanced Regents Diploma
Edward Jones October 2013 - Present
Edward Jones June 2013 - October 2013
Darwood Associates, Inc. February 2011 - May 2011
Student Managed Investment Portfolio November 2010 - May 2011
YMCA September 2009 - January 2011
SUNY Plattsburgh Stock Market Club August 2010 - December 2010
Brewer Landscaping, LLC. June 2003 - September 2010
Vector Marketing May 2009 - September 2009
Skills
Leadership, Financial Analysis, series 66, Time Management, Sales, Research, Investments, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Strategic Planning, Customer Service, Data Analysis, Public Speaking, Access, Event Planning, Team Building, Analysis, Business Strategy, Insurance, Mutual Funds, Series 7
Education
SUNY Plattsburgh 2009 — 2011
Bachelor of Science, Finance, Economics
SUNY Canton 2005 — 2009
Associates of Science, Business Administration
Potsdam Senior High School 2000 — 2005
Advanced Regents Diploma
Jennifer Vogel Jennifer Vogel's Edward Jones Experience 1992 - 1994
Job Director of Marketing at Netelligent Corporation
Industry Information Technology and Services
Experience
Netelligent Corporation September 2014 - Present
Scrubs & Beyond July 2013 - May 2014
Life Uniform January 2012 - July 2013
Ansira July 2006 - December 2011
Build-A-Bear Workshop July 2001 - July 2006
Corporate Express Promotional Marketing 1998 - 2003
Corporate Express 1998 - 2003
Peabody Holding Company, Inc. 1994 - 1997
Peabody Energy 1994 - 1996
Edward Jones 1992 - 1994
Skills
Customer Service, Team Building, Product Development, Team Leadership, Business Development, Project Management, PowerPoint, Marketing, Team Management, Negotiation, Marketing Strategy, Microsoft Office, Advertising, Business Analysis, Online Advertising, Business Strategy, Strategic Planning, New Business Development, Social Media, Management, E-commerce, Digital Marketing, B2B, Sales, Marketing Management, Training, Email Marketing, Social Media Marketing, Multi-channel Retail, Leadership, CRM, Account Management, Budgets, Event Planning, Online Marketing, Retail
Education
Webster University 2000 — 2002
Master's of Arts in Teaching, Technical Education
Syracuse University 1981 — 1984
Bachelor's Degree, Magazine
BSHS
BSHS
Netelligent Corporation September 2014 - Present
Scrubs & Beyond July 2013 - May 2014
Life Uniform January 2012 - July 2013
Ansira July 2006 - December 2011
Build-A-Bear Workshop July 2001 - July 2006
Corporate Express Promotional Marketing 1998 - 2003
Corporate Express 1998 - 2003
Peabody Holding Company, Inc. 1994 - 1997
Peabody Energy 1994 - 1996
Edward Jones 1992 - 1994
Skills
Customer Service, Team Building, Product Development, Team Leadership, Business Development, Project Management, PowerPoint, Marketing, Team Management, Negotiation, Marketing Strategy, Microsoft Office, Advertising, Business Analysis, Online Advertising, Business Strategy, Strategic Planning, New Business Development, Social Media, Management, E-commerce, Digital Marketing, B2B, Sales, Marketing Management, Training, Email Marketing, Social Media Marketing, Multi-channel Retail, Leadership, CRM, Account Management, Budgets, Event Planning, Online Marketing, Retail
Education
Webster University 2000 — 2002
Master's of Arts in Teaching, Technical Education
Syracuse University 1981 — 1984
Bachelor's Degree, Magazine
BSHS
BSHS
Charlotte Anderson Charlotte Anderson's Edward Jones Experience August 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
TBT Financial Services, An Independent Firm September 2010 - August 2013
TBT Securities August 2008 - September 2010
Edward Jones December 2003 - August 2008
Education
Stephen F. Austin State University 1997 — 2000
Master of Professional Accountancy and Bachelor of Business Administration, Accounting
Edward Jones August 2013 - Present
TBT Financial Services, An Independent Firm September 2010 - August 2013
TBT Securities August 2008 - September 2010
Edward Jones December 2003 - August 2008
Education
Stephen F. Austin State University 1997 — 2000
Master of Professional Accountancy and Bachelor of Business Administration, Accounting
Kelly Chacchia Kelly Chacchia's Edward Jones Experience August 2012 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Centsibly Chic Home, LLC August 2011 - May 2012
Matrix Security Services March 2010 - February 2012
Magical Home Makeovers January 2007 - September 2011
Thomas C. Armstrong Middle School May 2009 - June 2009
Lifetime Assistance, Inc March 1999 - May 1999
Lifetime Assistance, Inc. May 1998 - December 1998
Allergy, Asthma, Immunology of Rochester March 1998 - May 1998
Via Health Home Care September 1996 - March 1998
Skills
Color Consulting, Floor Plans, Home Staging, Interior Design, Furniture, Residential Homes, Staff Development, Styling, Space-planning, Microsoft Office, Residential Design, Customer Service, Outstanding..., Organization, Human Resources, strong work ethic, Highly Dedicated
Education
Academy of Design 2006 — 2006
State University of New York College at 1991 — 1994
Bachelor of Arts, Psychology
State University of New York College at Potsdam 1990 — 1994
BA Psychology, Psychology/Sociology
Edward Jones August 2012 - Present
Centsibly Chic Home, LLC August 2011 - May 2012
Matrix Security Services March 2010 - February 2012
Magical Home Makeovers January 2007 - September 2011
Thomas C. Armstrong Middle School May 2009 - June 2009
Lifetime Assistance, Inc March 1999 - May 1999
Lifetime Assistance, Inc. May 1998 - December 1998
Allergy, Asthma, Immunology of Rochester March 1998 - May 1998
Via Health Home Care September 1996 - March 1998
Skills
Color Consulting, Floor Plans, Home Staging, Interior Design, Furniture, Residential Homes, Staff Development, Styling, Space-planning, Microsoft Office, Residential Design, Customer Service, Outstanding..., Organization, Human Resources, strong work ethic, Highly Dedicated
Education
Academy of Design 2006 — 2006
State University of New York College at 1991 — 1994
Bachelor of Arts, Psychology
State University of New York College at Potsdam 1990 — 1994
BA Psychology, Psychology/Sociology
Jacob Barth Jacob Barth's Edward Jones Experience November 2013 - Present
Job Operations Officer at South Carolina Army National Guard
Industry Military
Experience
South Carolina Army National Guard April 2014 - Present
Edward Jones November 2013 - Present
Army National Guard June 2009 - May 2012
Skills
Security Clearance, Military, Military Experience
Education
Strayer University 2011 — 2012
Master of Science (M.S.), Human Resources Management and Services
University of South Carolina-Columbia 2004 — 2008
Bachelor of Arts (B.A.), History
South Carolina Army National Guard April 2014 - Present
Edward Jones November 2013 - Present
Army National Guard June 2009 - May 2012
Skills
Security Clearance, Military, Military Experience
Education
Strayer University 2011 — 2012
Master of Science (M.S.), Human Resources Management and Services
University of South Carolina-Columbia 2004 — 2008
Bachelor of Arts (B.A.), History
Louis J. Sheppard's Edward Jones Experience June 2009 - July 2012
Job Consultant at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix August 2015 - Present
Wells Fargo Advisors September 2012 - July 2015
Edward Jones June 2009 - July 2012
Skills
Network Marketing..., Motivational Speaking, Team Building, Entrepreneurship, Public Speaking, Strategic Planning, Leadership, Management, Event Planning, Social Media, Small Business, Social Networking, Training
Education
State University of New York College at Buffalo 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Isagenix August 2015 - Present
Wells Fargo Advisors September 2012 - July 2015
Edward Jones June 2009 - July 2012
Skills
Network Marketing..., Motivational Speaking, Team Building, Entrepreneurship, Public Speaking, Strategic Planning, Leadership, Management, Event Planning, Social Media, Small Business, Social Networking, Training
Education
State University of New York College at Buffalo 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Luke Ingram, MBA Luke Ingram, MBA's Edward Jones Experience 2010 - 2012
Job Senior Cost Analyst
Industry Pharmaceuticals
Experience
AbbVie March 2015 - Present
AbbVie September 2012 - March 2015
BigMachines 2012 - 2012
Edward Jones 2010 - 2012
CBC Companies 2010 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Operations Management
Taylor University 2006 — 2010
Bachelor of Science (B.S.), Finance
AbbVie March 2015 - Present
AbbVie September 2012 - March 2015
BigMachines 2012 - 2012
Edward Jones 2010 - 2012
CBC Companies 2010 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Operations Management
Taylor University 2006 — 2010
Bachelor of Science (B.S.), Finance
Alexa Castillo's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Asken Properties May 2013 - August 2013
Balfour Beatty Construction May 2011 - August 2012
Condumex June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Teamwork, Accounting, Customer Service, Time Management, Leadership, Access, Risk Management, Outlook, Data Entry
Education
Texas Tech University - Rawls College of Business 2010 — 2013
Bachelor's degree, Finance and Financial Management Services
Tarrant County College 2009 — 2010
Business Administration and Management, General
Edward Jones March 2014 - Present
Asken Properties May 2013 - August 2013
Balfour Beatty Construction May 2011 - August 2012
Condumex June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Teamwork, Accounting, Customer Service, Time Management, Leadership, Access, Risk Management, Outlook, Data Entry
Education
Texas Tech University - Rawls College of Business 2010 — 2013
Bachelor's degree, Finance and Financial Management Services
Tarrant County College 2009 — 2010
Business Administration and Management, General
Michele Cilurzo Michele Cilurzo's Edward Jones Experience September 2008 - February 2011
Job Client Relationship Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
Scott Iverson CFP, ChFC, CEBS, CRPS Scott Iverson CFP, ChFC, CEBS, CRPS's Edward Jones Experience March 2004 - February 2007
Job Operations Manager & Investment Advisor at Claris Advisors
Industry Financial Services
Experience
Claris Advisors June 2015 - Present
Mutual of America February 2007 - June 2015
Edward Jones March 2004 - February 2007
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Retirement, Management, Analysis, Financial Analysis, Equities, Financial Planning, Fixed Income Portfolio..., Fixed Income Analysis, Finance, Insurance, Team Leadership, Leadership, Nonprofits, Operations Management, Organizational..., Project Management, Strategic Planning, Public Speaking, Process Improvement, Risk Management, Tax
Education
Stetson University 2000 — 2001
Master of Business Administration (M.B.A.), International Finance
Université d'Avignon et des Pays de Vaucluse 2000 — 2000
Diplôme d'Etudes en Langue Française, French Language and Literature
Stetson University 1997 — 2000
Bachelor’s Degree, Finance
Claris Advisors June 2015 - Present
Mutual of America February 2007 - June 2015
Edward Jones March 2004 - February 2007
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Retirement, Management, Analysis, Financial Analysis, Equities, Financial Planning, Fixed Income Portfolio..., Fixed Income Analysis, Finance, Insurance, Team Leadership, Leadership, Nonprofits, Operations Management, Organizational..., Project Management, Strategic Planning, Public Speaking, Process Improvement, Risk Management, Tax
Education
Stetson University 2000 — 2001
Master of Business Administration (M.B.A.), International Finance
Université d'Avignon et des Pays de Vaucluse 2000 — 2000
Diplôme d'Etudes en Langue Française, French Language and Literature
Stetson University 1997 — 2000
Bachelor’s Degree, Finance
Candice Caldwell Rinlee Candice Caldwell Rinlee's Edward Jones Experience 2011 - 2011
Job at
Industry Retail
Experience
Starbucks January 2015 - Present
Walmart January 2013 - Present
Jason's Deli February 2012 - January 2013
Moxie Marketing June 2005 - June 2012
Moxie Marketing 2011 - 2012
Dublin Dr Pepper August 2009 - July 2011
Tarleton State University August 2007 - May 2011
Sodexo 2011 - 2011
Edward Jones 2011 - 2011
Skills
Public Speaking, Social Media, Event Planning, Customer Service, Marketing, Event Management, Facebook, Leadership, Microsoft Excel
Education
Tarleton State University 2007 — 2011
Communications, Public Relations and Event Management
Tarleton State University 2007 — 2011
Bachelors of Science, Communications; Public Relations; Event planning
Starbucks January 2015 - Present
Walmart January 2013 - Present
Jason's Deli February 2012 - January 2013
Moxie Marketing June 2005 - June 2012
Moxie Marketing 2011 - 2012
Dublin Dr Pepper August 2009 - July 2011
Tarleton State University August 2007 - May 2011
Sodexo 2011 - 2011
Edward Jones 2011 - 2011
Skills
Public Speaking, Social Media, Event Planning, Customer Service, Marketing, Event Management, Facebook, Leadership, Microsoft Excel
Education
Tarleton State University 2007 — 2011
Communications, Public Relations and Event Management
Tarleton State University 2007 — 2011
Bachelors of Science, Communications; Public Relations; Event planning
Carmen Sáenz Hill's Edward Jones Experience July 2010 - December 2012
Job Private Banking at SANTANDER PRIVATE BANKING INTERNATIONAL
Industry Financial Services
Experience
Santander Private Banking International (SPBI) January 2014 - Present
BBVA Compass January 2013 - July 2014
Edward Jones July 2010 - December 2012
MGL Consulting December 2008 - July 2010
Interfin Valores, Puesto de Bolsa, S.A. (Current Scotia Valores) November 1993 - March 2004
Skills
Financial Analysis, Investments, Wealth Management, Series 7, Strategic Financial..., Leadership, Fixed Income, Corporate Finance, Private Equity, Microsoft Excel, Customer Service, Investment Banking, Microsoft Word, PowerPoint, Financial Advisory, Investment Advisory, Portfolio Management, Retirement Planning, Finance, Credit, Problem Solving, Series 66, Licensed Life & Health..., Private Banking, Financial Planning
Education
Instituto Tecnológico de Costa Rica
Business
Intituto Tecnológico de Costa Rica
Santander Private Banking International (SPBI) January 2014 - Present
BBVA Compass January 2013 - July 2014
Edward Jones July 2010 - December 2012
MGL Consulting December 2008 - July 2010
Interfin Valores, Puesto de Bolsa, S.A. (Current Scotia Valores) November 1993 - March 2004
Skills
Financial Analysis, Investments, Wealth Management, Series 7, Strategic Financial..., Leadership, Fixed Income, Corporate Finance, Private Equity, Microsoft Excel, Customer Service, Investment Banking, Microsoft Word, PowerPoint, Financial Advisory, Investment Advisory, Portfolio Management, Retirement Planning, Finance, Credit, Problem Solving, Series 66, Licensed Life & Health..., Private Banking, Financial Planning
Education
Instituto Tecnológico de Costa Rica
Business
Intituto Tecnológico de Costa Rica
Ashley Durham Ashley Durham's Edward Jones Experience 2013 - May 2014
Job Financial Counselor at Serco
Industry Financial Services
Experience
Serco November 2013 - Present
Edward Jones 2013 - May 2014
eTERA Consulting November 2009 - September 2011
Kinney Drugs September 2008 - May 2009
SUNY Canton November 2005 - October 2007
Community Bank, N.A. 2007 - 2007
Skills
Insurance, Consulting, Project Management, Strategic Planning, Medical Billing, Cold Calling, Budget Management, Data Entry, Policy Review, Customer Service, Budgets, Finance, Leadership, Management, Training, Business Development, Access, Public Speaking, Microsoft Office, Document Management, Investments, Team Building, Microsoft Excel, Financial Services, Leadership Development, Contract Negotiation, Strategy
Education
State University of New York Empire State College 2009 — 2010
Bachelor of Science, Business, Management, Economics, 3.6
State University of New York at Canton 2008 — 2009
Associate's degree, Business Administration, Management and Operations
State University of New York at Canton 2005 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.5
Serco November 2013 - Present
Edward Jones 2013 - May 2014
eTERA Consulting November 2009 - September 2011
Kinney Drugs September 2008 - May 2009
SUNY Canton November 2005 - October 2007
Community Bank, N.A. 2007 - 2007
Skills
Insurance, Consulting, Project Management, Strategic Planning, Medical Billing, Cold Calling, Budget Management, Data Entry, Policy Review, Customer Service, Budgets, Finance, Leadership, Management, Training, Business Development, Access, Public Speaking, Microsoft Office, Document Management, Investments, Team Building, Microsoft Excel, Financial Services, Leadership Development, Contract Negotiation, Strategy
Education
State University of New York Empire State College 2009 — 2010
Bachelor of Science, Business, Management, Economics, 3.6
State University of New York at Canton 2008 — 2009
Associate's degree, Business Administration, Management and Operations
State University of New York at Canton 2005 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.5
Ross Blount CRPC®'s Edward Jones Experience June 2013 - April 2014
Job Financial Advisor
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
Edward Jones June 2013 - April 2014
First National Bank of Omaha June 2012 - June 2013
Rhino Tax Solutions January 2013 - May 2013
Wells Fargo October 2011 - July 2012
Skills
Banking, Loans, Sales, Customer Service, Financial Analysis, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Accounts Payable, Consumer Lending, Management
Education
University of Stellenbosch 2007 — 2010
Financial Planning and Business Management
BancWest Investment Services May 2014 - Present
Edward Jones June 2013 - April 2014
First National Bank of Omaha June 2012 - June 2013
Rhino Tax Solutions January 2013 - May 2013
Wells Fargo October 2011 - July 2012
Skills
Banking, Loans, Sales, Customer Service, Financial Analysis, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Accounts Payable, Consumer Lending, Management
Education
University of Stellenbosch 2007 — 2010
Financial Planning and Business Management
Brady Deaver's Edward Jones Experience August 2007 - December 2011
Job Account Manager / Well Planner at Devon Energy for LEAM Drilling Systems
Industry Oil & Energy
Experience
Leam Drilling Systems LLC April 2014 - Present
Scientific Drilling January 2013 - March 2014
Scientific Drilling December 2011 - January 2013
Edward Jones August 2007 - December 2011
Cajun Wireline May 2005 - December 2006
Skills
Strategic Financial..., Financial Analysis, Asset Management, Finance, Financial Reporting, Commercial Lending, Retirement Planning, Accounting, Forecasting, Budgets, Microsoft Excel, Process Improvement, Series 7, Analysis, Managerial Finance, Petroleum Engineering, Drilling Engineering, Wellbore Planning and..., Drilling, Directional Drilling, Logging
Education
Tarleton State University 2004 — 2007
BBA, Management
Leam Drilling Systems LLC April 2014 - Present
Scientific Drilling January 2013 - March 2014
Scientific Drilling December 2011 - January 2013
Edward Jones August 2007 - December 2011
Cajun Wireline May 2005 - December 2006
Skills
Strategic Financial..., Financial Analysis, Asset Management, Finance, Financial Reporting, Commercial Lending, Retirement Planning, Accounting, Forecasting, Budgets, Microsoft Excel, Process Improvement, Series 7, Analysis, Managerial Finance, Petroleum Engineering, Drilling Engineering, Wellbore Planning and..., Drilling, Directional Drilling, Logging
Education
Tarleton State University 2004 — 2007
BBA, Management
Lisa Onorato Lisa Onorato's Edward Jones Experience June 2007 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Argyle Salon and Spa 2005 - 2006
Kinara Skin Care Clinic 2002 - 2005
Burke Williams Day Spas, Inc. 1998 - 2002
Skills
Customer Service, Problem Solving, Office Management, Build Strong..., Effective Communicator, Client Confidentiality, Professional Ethics, Leadership, Event Planning, Time Management, Customer Follow-up, Customer-focused Service, Customer Engagement, Customer Relations, Office Administration, Teamwork, Mentoring, Customer Experience, Telephone Skills, Sales, Professional Services, Administration, Skilled Multi-tasker, Critical Thinking, Microsoft Office, Data Entry, Marketing, Public Speaking, Social Networking, Strategic Planning, Branch Administration
Education
State University of New York College at Oneonta
Bachelor’s Degree, European History
UCLA Extension
Certification, Skin Care Ingredients and Advanced Skin Care Ingredients
Edward Jones June 2007 - Present
Argyle Salon and Spa 2005 - 2006
Kinara Skin Care Clinic 2002 - 2005
Burke Williams Day Spas, Inc. 1998 - 2002
Skills
Customer Service, Problem Solving, Office Management, Build Strong..., Effective Communicator, Client Confidentiality, Professional Ethics, Leadership, Event Planning, Time Management, Customer Follow-up, Customer-focused Service, Customer Engagement, Customer Relations, Office Administration, Teamwork, Mentoring, Customer Experience, Telephone Skills, Sales, Professional Services, Administration, Skilled Multi-tasker, Critical Thinking, Microsoft Office, Data Entry, Marketing, Public Speaking, Social Networking, Strategic Planning, Branch Administration
Education
State University of New York College at Oneonta
Bachelor’s Degree, European History
UCLA Extension
Certification, Skin Care Ingredients and Advanced Skin Care Ingredients
Michael Vasseur's Edward Jones Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2015 - Present
US Army April 2011 - April 2015
Fl Army National Guard August 2005 - August 2010
White House Communications Agency January 1999 - June 2005
White House Communications Agency January 2004 - March 2005
US Army, White House Communications Agency 1999 - 2005
White House Communications Agency 1999 - 2004
WHCA 1999 - 2004
Skills
Computer Security, DoD, Army, Top Secret, Program Management, National Security, Security Clearance, Operational Planning, Military, Defense, Command, Leadership, Emergency Management, Training, Information Assurance, Supervisory Skills, Counterinsurgency, Military Experience, Military Operations, COMSEC, Intelligence, Force Protection
Education
Strayer University (VA) 2012 — 2014
Bachelor of Arts (BA), Business Administration, Management and Operations, 3.5
University of Maryland University College 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Edward Jones June 2015 - Present
US Army April 2011 - April 2015
Fl Army National Guard August 2005 - August 2010
White House Communications Agency January 1999 - June 2005
White House Communications Agency January 2004 - March 2005
US Army, White House Communications Agency 1999 - 2005
White House Communications Agency 1999 - 2004
WHCA 1999 - 2004
Skills
Computer Security, DoD, Army, Top Secret, Program Management, National Security, Security Clearance, Operational Planning, Military, Defense, Command, Leadership, Emergency Management, Training, Information Assurance, Supervisory Skills, Counterinsurgency, Military Experience, Military Operations, COMSEC, Intelligence, Force Protection
Education
Strayer University (VA) 2012 — 2014
Bachelor of Arts (BA), Business Administration, Management and Operations, 3.5
University of Maryland University College 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Josh Westerfield Josh Westerfield's Edward Jones Experience April 2007 - October 2010
Job Westerfield Wealth Management, Co Founder at Propel Investment Management
Industry Financial Services
Experience
Westerfield Wealth Management/Propel Investment Management October 2010 - Present
Edward Jones April 2007 - October 2010
Associated Bank February 2006 - December 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Account Management, Estate Planning, Alternative Investments, Investments, Life, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Fixed Annuities, Portfolio Management, Securities, Financial Planning, Financial Services, Retirement
Education
Taylor University 1999 — 2003
Bachelor of Science, Business Management
Westerfield Wealth Management/Propel Investment Management October 2010 - Present
Edward Jones April 2007 - October 2010
Associated Bank February 2006 - December 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Account Management, Estate Planning, Alternative Investments, Investments, Life, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Fixed Annuities, Portfolio Management, Securities, Financial Planning, Financial Services, Retirement
Education
Taylor University 1999 — 2003
Bachelor of Science, Business Management
Eric Surplus's Edward Jones Experience April 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Grand Hyatt September 2013 - December 2014
Grand Hyatt July 2012 - September 2013
Hilton Garden Inn March 2010 - September 2010
Disneyland Resort January 2009 - August 2009
Skills
Hotels, Front Office, Hospitality Management, Hospitality, Hospitality Industry, Hotel Management, Resorts, Customer Service, Rooms Division, Time Management, Opera, PowerPoint, Microsoft Excel, Social Media, Guest Service Management, Outlook, Training, Food & Beverage, Restaurants, Event Planning, Food
Education
University of Houston 2009 — 2012
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Stephen F. Austin State University 2007 — 2009
Edward Jones April 2015 - Present
Grand Hyatt September 2013 - December 2014
Grand Hyatt July 2012 - September 2013
Hilton Garden Inn March 2010 - September 2010
Disneyland Resort January 2009 - August 2009
Skills
Hotels, Front Office, Hospitality Management, Hospitality, Hospitality Industry, Hotel Management, Resorts, Customer Service, Rooms Division, Time Management, Opera, PowerPoint, Microsoft Excel, Social Media, Guest Service Management, Outlook, Training, Food & Beverage, Restaurants, Event Planning, Food
Education
University of Houston 2009 — 2012
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Stephen F. Austin State University 2007 — 2009
B. Kendall Gregory B. Kendall Gregory's Edward Jones Experience October 2006 - May 2010
Job Insurance Agent, Financial Advisor.
Industry Insurance
Experience
Allstate Insurance. B.Kendall Gregory Agency INC. March 2015 - Present
Edward Jones October 2006 - May 2010
Nationwide Financial May 2001 - December 2005
New York City Department of Corrections December 1985 - December 2005
Union Federal Mortgage Corp. May 1994 - August 1998
Education
College Of Old Westbury 1997 — 2001
Bachelor's Degree, Finance and Financial Management Services
State University of New York College at Old Westbury 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Allstate Insurance. B.Kendall Gregory Agency INC. March 2015 - Present
Edward Jones October 2006 - May 2010
Nationwide Financial May 2001 - December 2005
New York City Department of Corrections December 1985 - December 2005
Union Federal Mortgage Corp. May 1994 - August 1998
Education
College Of Old Westbury 1997 — 2001
Bachelor's Degree, Finance and Financial Management Services
State University of New York College at Old Westbury 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Bill Flash Bill Flash's Edward Jones Experience May 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2009 - Present
Brewster Chamber of Commerce 2011 - Present
AstraZeneca September 2001 - May 2009
M.E.B.A. January 1984 - December 1998
Skills
Insurance, Investments, Sales Management, Pharmaceutical Sales, Financial Strategy, Asset Allocation, Risk Management, Team Building, Sales, Life Insurance, Retirement Planning, Strategic Planning, Series 7, Marketing Strategy, Customer Service, Forecasting, Account Management, Small Business, Selling, Leadership, Business Planning, Public Speaking
Education
State University of New York Maritime College 1978 — 1982
B.S., Business Management/Marine Transportation
Edward Jones May 2009 - Present
Brewster Chamber of Commerce 2011 - Present
AstraZeneca September 2001 - May 2009
M.E.B.A. January 1984 - December 1998
Skills
Insurance, Investments, Sales Management, Pharmaceutical Sales, Financial Strategy, Asset Allocation, Risk Management, Team Building, Sales, Life Insurance, Retirement Planning, Strategic Planning, Series 7, Marketing Strategy, Customer Service, Forecasting, Account Management, Small Business, Selling, Leadership, Business Planning, Public Speaking
Education
State University of New York Maritime College 1978 — 1982
B.S., Business Management/Marine Transportation
Leah Gardiner Leah Gardiner's Edward Jones Experience November 2014 - Present
Job
Industry Financial Services
Experience
Edward Jones November 2014 - Present
USI Insurance Services May 2014 - November 2014
Rockville Bank June 2013 - May 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Teamwork
Education
Susquehanna University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Edward Jones November 2014 - Present
USI Insurance Services May 2014 - November 2014
Rockville Bank June 2013 - May 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Teamwork
Education
Susquehanna University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Ashley Wooten's Edward Jones Experience July 2012 - December 2014
Job Support Specialist
Industry Information Technology and Services
Experience
AspireHR, Inc. September 2015 - Present
Edward Jones July 2012 - December 2014
Milestone Management January 2010 - February 2012
Walden Affordable Group, LLC October 2007 - July 2010
Stealth Industry January 2001 - September 2007
UDR May 1995 - November 2000
Skills
Apartments, Leases, Budgets, Accounting, Fair Housing, Yardi, Accounts Payable, Marketing, Affordable Housing, Property Management, Rentals, Lease Administration, Real Estate, AMSI, Resident Retention, Yardi Voyager, OneSite, Customer Service, Rent Roll, Sales, Asset Management, Tenant, Outlook, Cash Flow, Notary Public, Microsoft Excel, Financial Accounting, Property, Microsoft Word, Investment Properties, Accounts Receivable, Expenses, Invoicing, Marketing Strategy, Management, Finance, Microsoft Office, Leadership
Education
The University of Texas at Arlington 2006 — 2008
Social Sciences, 4.0 GPA
Tarrant County College 2002 — 2005
Mental Health Counseling/Counselor, LCDC, 3.85 GPA
AspireHR, Inc. September 2015 - Present
Edward Jones July 2012 - December 2014
Milestone Management January 2010 - February 2012
Walden Affordable Group, LLC October 2007 - July 2010
Stealth Industry January 2001 - September 2007
UDR May 1995 - November 2000
Skills
Apartments, Leases, Budgets, Accounting, Fair Housing, Yardi, Accounts Payable, Marketing, Affordable Housing, Property Management, Rentals, Lease Administration, Real Estate, AMSI, Resident Retention, Yardi Voyager, OneSite, Customer Service, Rent Roll, Sales, Asset Management, Tenant, Outlook, Cash Flow, Notary Public, Microsoft Excel, Financial Accounting, Property, Microsoft Word, Investment Properties, Accounts Receivable, Expenses, Invoicing, Marketing Strategy, Management, Finance, Microsoft Office, Leadership
Education
The University of Texas at Arlington 2006 — 2008
Social Sciences, 4.0 GPA
Tarrant County College 2002 — 2005
Mental Health Counseling/Counselor, LCDC, 3.85 GPA
Angelo Del Vecchio Angelo Del Vecchio's Edward Jones Experience May 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones May 2014 - Present
Bank of America June 2013 - April 2014
Bank of America March 2012 - June 2013
Bank of America February 2010 - March 2012
Austin Bank September 2008 - January 2010
United States Marine Corps May 2003 - June 2009
Skills
Banking, Loans, Loan Origination, Credit, Risk Management, Customer Service, Team Building, Mortgage Lending, Microsoft Excel, Microsoft Office, Credit Analysis, Microsoft Word, Outlook, Underwriting, Team Leadership, Accounting, Portfolio Management, Call Center, Real Estate, PowerPoint, Financial Analysis, Leadership, Project Management, Account Management, Strategic Planning
Education
Stephen F. Austin State University 2008 — 2009
Master of Science, Education; Kinesiology, Scientific Emphasis
Stephen F. Austin State University 2001 — 2008
Bachelors of Science, Kinesiology/Psychology
Navarro College 1999 — 2001
Associate, General Studies
Edward Jones May 2014 - Present
Bank of America June 2013 - April 2014
Bank of America March 2012 - June 2013
Bank of America February 2010 - March 2012
Austin Bank September 2008 - January 2010
United States Marine Corps May 2003 - June 2009
Skills
Banking, Loans, Loan Origination, Credit, Risk Management, Customer Service, Team Building, Mortgage Lending, Microsoft Excel, Microsoft Office, Credit Analysis, Microsoft Word, Outlook, Underwriting, Team Leadership, Accounting, Portfolio Management, Call Center, Real Estate, PowerPoint, Financial Analysis, Leadership, Project Management, Account Management, Strategic Planning
Education
Stephen F. Austin State University 2008 — 2009
Master of Science, Education; Kinesiology, Scientific Emphasis
Stephen F. Austin State University 2001 — 2008
Bachelors of Science, Kinesiology/Psychology
Navarro College 1999 — 2001
Associate, General Studies
Ofer Levy's Edward Jones Experience November 2004 - November 2008
Job Financial Advisor at ML
Industry Financial Services
Experience
ML November 2008 - Present
Edward Jones November 2004 - November 2008
Skills
Investments, Financial Analysis, Strategic Financial..., Bonds, Securities, Retirement Planning, Executive Management, IRAs, Wealth, Finance, 401k, Private Equity, Estate Planning, Financial Advisory, Investment Management, Retirement, Fixed Income, Asset Management, Financial Modeling, Risk Management, Asset Allocation, Series 63, High Net Worth..., Roth IRA, Equities, Entrepreneurship, Tax, Financial Services, Personal Finance, Financial Planning, Uniform Combined State...
Education
Technion - Israel Institute of Technology 1984 — 1988
BSc, Industrial and Managament
ML November 2008 - Present
Edward Jones November 2004 - November 2008
Skills
Investments, Financial Analysis, Strategic Financial..., Bonds, Securities, Retirement Planning, Executive Management, IRAs, Wealth, Finance, 401k, Private Equity, Estate Planning, Financial Advisory, Investment Management, Retirement, Fixed Income, Asset Management, Financial Modeling, Risk Management, Asset Allocation, Series 63, High Net Worth..., Roth IRA, Equities, Entrepreneurship, Tax, Financial Services, Personal Finance, Financial Planning, Uniform Combined State...
Education
Technion - Israel Institute of Technology 1984 — 1988
BSc, Industrial and Managament
Leslie Van Brink Leslie Van Brink's Edward Jones Experience January 2009 - April 2011
Job Chief Operations Officer at Alliance Financial Partners
Industry Financial Services
Experience
Alliance Financial Partners January 2014 - Present
Masco Contractor Services May 2012 - September 2013
VALIC June 2011 - March 2012
Edward Jones January 2009 - April 2011
Kaiser Aluminum June 2008 - September 2008
Hydro Aluminum North America Inc. October 2005 - May 2008
Northrop Grumman/Hi-Tec Jobs August 2004 - May 2005
Costa Del Mar March 2003 - August 2004
Sea Ray Boats May 1999 - March 2003
Education
State University of New York at Stony Brook
BA, Theatre
Alliance Financial Partners January 2014 - Present
Masco Contractor Services May 2012 - September 2013
VALIC June 2011 - March 2012
Edward Jones January 2009 - April 2011
Kaiser Aluminum June 2008 - September 2008
Hydro Aluminum North America Inc. October 2005 - May 2008
Northrop Grumman/Hi-Tec Jobs August 2004 - May 2005
Costa Del Mar March 2003 - August 2004
Sea Ray Boats May 1999 - March 2003
Education
State University of New York at Stony Brook
BA, Theatre
Kelly Hair Kelly Hair's Edward Jones Experience March 2002 - March 2015
Job Financial Advisor at LightHouse Financial Asset Management, LLC / Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
LightHouse Financial Asset Management, LLC / Wells Fargo Advisors Financial Network June 2015 - Present
Edward Jones March 2002 - March 2015
Edward Jones March 2002 - March 2015
Edward Jones June 2000 - July 2002
Skills
Finance, Marketing, Leadership, Retirement, Event Planning, Series 7, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Social Media, Investments, Leadership Development, Team Building, Small Business
Education
State University of New York College at Plattsburgh 1991 — 1995
Bachelor of Science (B.S.), Psychology & Human Services
LightHouse Financial Asset Management, LLC / Wells Fargo Advisors Financial Network June 2015 - Present
Edward Jones March 2002 - March 2015
Edward Jones March 2002 - March 2015
Edward Jones June 2000 - July 2002
Skills
Finance, Marketing, Leadership, Retirement, Event Planning, Series 7, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Social Media, Investments, Leadership Development, Team Building, Small Business
Education
State University of New York College at Plattsburgh 1991 — 1995
Bachelor of Science (B.S.), Psychology & Human Services
Janssen Longenecker's Edward Jones Experience July 1995 - June 2015
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC July 2015 - Present
Edward Jones July 1995 - June 2015
Skills
Retirement Planning, Investments, Strategic Planning, Finance, Series 7, Team Building, Leadership, Microsoft Office, Public Speaking, Customer Service
Education
Taylor University 1991 — 1995
B.A. Business Administration and B.A. Spanish
Raymond James Financial Services, Inc., Member FINRA/SIPC July 2015 - Present
Edward Jones July 1995 - June 2015
Skills
Retirement Planning, Investments, Strategic Planning, Finance, Series 7, Team Building, Leadership, Microsoft Office, Public Speaking, Customer Service
Education
Taylor University 1991 — 1995
B.A. Business Administration and B.A. Spanish
Vincent Wade II, PMP, CSM Vincent Wade II, PMP, CSM's Edward Jones Experience December 2008 - September 2010
Job Project & Financial Management Professional
Industry Computer Software
Experience
Accruent June 2015 - Present
21CT December 2013 - March 2015
21CT July 2011 - March 2015
BBVA Compass September 2010 - July 2011
Edward Jones December 2008 - September 2010
Skills
Financial Analysis, Business Analysis, Process Improvement, Leadership, Management, Microsoft Excel, Sales, Business Development, Access, Project Management, Data Analysis, Business Process..., Cross-functional Team..., Project Accounting, Budgets, Visual Basic, MS Project, Visio, Credit, Insurance, Loans, Asset Managment, Banking, HIPAA, HTML, CSS, Adobe Creative Suite
Education
Stephen F. Austin State University 2005 — 2009
Bachelor of Business Administration, Business
Accruent June 2015 - Present
21CT December 2013 - March 2015
21CT July 2011 - March 2015
BBVA Compass September 2010 - July 2011
Edward Jones December 2008 - September 2010
Skills
Financial Analysis, Business Analysis, Process Improvement, Leadership, Management, Microsoft Excel, Sales, Business Development, Access, Project Management, Data Analysis, Business Process..., Cross-functional Team..., Project Accounting, Budgets, Visual Basic, MS Project, Visio, Credit, Insurance, Loans, Asset Managment, Banking, HIPAA, HTML, CSS, Adobe Creative Suite
Education
Stephen F. Austin State University 2005 — 2009
Bachelor of Business Administration, Business
Michal McCormick Michal McCormick's Edward Jones Experience June 2008 - January 2011
Job Lone Star College RN, Nursing Student
Industry Human Resources
Experience
Sedgwick Claims Management Services, Inc September 2012 - February 2013
Edward Jones June 2008 - January 2011
CarMax September 2005 - March 2008
Designing Texas July 2004 - January 2005
Southwest Airlines February 2002 - July 2004
Skills
Strategic Planning, Coaching, Leadership Development, Customer Service, Talent Acquisition, Applicant Tracking..., Public Speaking, Microsoft Excel, Budgets, New Business Development, Project Management, Recruiting, Sales
Education
Stephen F. Austin State University 1998 — 2001
Master of Arts (M.A.), Industrial and Organizational Psychology, 3.6
Texas Tech University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.6
Sedgwick Claims Management Services, Inc September 2012 - February 2013
Edward Jones June 2008 - January 2011
CarMax September 2005 - March 2008
Designing Texas July 2004 - January 2005
Southwest Airlines February 2002 - July 2004
Skills
Strategic Planning, Coaching, Leadership Development, Customer Service, Talent Acquisition, Applicant Tracking..., Public Speaking, Microsoft Excel, Budgets, New Business Development, Project Management, Recruiting, Sales
Education
Stephen F. Austin State University 1998 — 2001
Master of Arts (M.A.), Industrial and Organizational Psychology, 3.6
Texas Tech University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.6
Manuel R. Urias Manuel R. Urias's Edward Jones Experience June 2014 - December 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Edward Jones June 2014 - December 2014
Edward Jones February 2014 - June 2014
Azar Nut Company May 2013 - February 2014
Azar Nut Company November 2011 - May 2013
Azar Nut Company August 2010 - November 2011
Skills
Retirement Planning, Investment Education, Life Insurance, Finance, Sales, Trading Strategies, Negotiation, Management, Advertising, Forecasting, Analysis, Microsoft Office, Customer Service, Pricing, Procurement, Budgets, Account Management, Written Communication, Financial Analysis, Team Building, Portfolio Management, Financial Planning, Strategic Planning
Education
The University of Texas at El Paso 2003 — 2007
Bachelor of Arts (B.A.), Advertising
New Mexico State University 2000 — 2003
Business Administration and Management, General
ITESM 1997 — 2000
High School Diploma
Merrill Lynch June 2015 - Present
Edward Jones June 2014 - December 2014
Edward Jones February 2014 - June 2014
Azar Nut Company May 2013 - February 2014
Azar Nut Company November 2011 - May 2013
Azar Nut Company August 2010 - November 2011
Skills
Retirement Planning, Investment Education, Life Insurance, Finance, Sales, Trading Strategies, Negotiation, Management, Advertising, Forecasting, Analysis, Microsoft Office, Customer Service, Pricing, Procurement, Budgets, Account Management, Written Communication, Financial Analysis, Team Building, Portfolio Management, Financial Planning, Strategic Planning
Education
The University of Texas at El Paso 2003 — 2007
Bachelor of Arts (B.A.), Advertising
New Mexico State University 2000 — 2003
Business Administration and Management, General
ITESM 1997 — 2000
High School Diploma
Cindy Sims Cindy Sims's Edward Jones Experience February 2003 - August 2009
Job Aflac Benefit Consultant
Industry Insurance
Experience
Aflac October 2009 - Present
Arbonne Independent Consultant September 2007 - Present
Edward Jones February 2003 - August 2009
Frank Russell Company April 1990 - February 2003
Skills
Customer Service, Small Business, Team Building, Marketing, Sales, Leadership, Social Networking, Event Planning, Coaching, Training, Time Management, Data Entry, Policy, Social Media, Administrative Work, Employee Benefits, Insurance, Health Insurance, Public Speaking, PowerPoint, Management, Disability Insurance, Life Insurance, Social Media Marketing, Selling, Strategic Planning
Education
Tacoma Community College 1983 — 1988
High School Diploma, Associate degree Business
Tacoma Community College 1985 — 1987
Associate of Arts, Business
Aflac October 2009 - Present
Arbonne Independent Consultant September 2007 - Present
Edward Jones February 2003 - August 2009
Frank Russell Company April 1990 - February 2003
Skills
Customer Service, Small Business, Team Building, Marketing, Sales, Leadership, Social Networking, Event Planning, Coaching, Training, Time Management, Data Entry, Policy, Social Media, Administrative Work, Employee Benefits, Insurance, Health Insurance, Public Speaking, PowerPoint, Management, Disability Insurance, Life Insurance, Social Media Marketing, Selling, Strategic Planning
Education
Tacoma Community College 1983 — 1988
High School Diploma, Associate degree Business
Tacoma Community College 1985 — 1987
Associate of Arts, Business
Gina Jolly Gina Jolly's Edward Jones Experience 2008 - 2009
Job Consumer Credit Examiner II at Missouri Division of Finance
Industry Government Administration
Experience
Missouri Division of Finance 2009 - Present
Edward Jones 2008 - 2009
First Community Bank 2006 - 2008
Landmark Bank 2003 - 2006
Skills
Mortgage Lending, Banking, Credit, Loans, Consumer Lending, Financial Analysis, Investments, Insurance, Mutual Funds, Risk Management, Car Paper, Consumer Compliance, Retail Installment..., Credit Risk, Loan Origination, Customer Service, Management, Microsoft Office, Retail Banking, Commercial Banking, Finance, Microsoft Excel, Team Building, Leadership, Sales, Marketing
Education
Stephens College 2006 — 2008
M.B.A., Financial Services, Risk Management
University of Missouri-Columbia 1999 — 2003
B.A., Psychology, Business
Missouri Division of Finance 2009 - Present
Edward Jones 2008 - 2009
First Community Bank 2006 - 2008
Landmark Bank 2003 - 2006
Skills
Mortgage Lending, Banking, Credit, Loans, Consumer Lending, Financial Analysis, Investments, Insurance, Mutual Funds, Risk Management, Car Paper, Consumer Compliance, Retail Installment..., Credit Risk, Loan Origination, Customer Service, Management, Microsoft Office, Retail Banking, Commercial Banking, Finance, Microsoft Excel, Team Building, Leadership, Sales, Marketing
Education
Stephens College 2006 — 2008
M.B.A., Financial Services, Risk Management
University of Missouri-Columbia 1999 — 2003
B.A., Psychology, Business
Alex Ryysylainen's Edward Jones Experience May 2009 - August 2011
Job Senior Merchandise Analyst at C&S Wholesale Grocers
Industry Financial Services
Experience
C&S Wholesale Grocers October 2011 - Present
Edward Jones May 2009 - August 2011
Venture Direct Worldwide May 2008 - August 2008
Skills
Hold Series 7, Series 63, Account Management, New Business Development, Budgets, Inventory Management, Marketing Strategy, Financial Analysis, Forecasting, Analysis, Marketing, Process Improvement, Data Analysis, Finance, Management, Team Building, Strategic Planning, Cold Calling, Microsoft Office, Training, Access, Facebook, Salesforce.com, Retail, Social Networking, Purchasing, Recruiting, Project Management, Sales Management, Social Media Marketing, Team Leadership, Contract Negotiation, Event Planning, Pricing, Negotiation, Merchandising, Leadership
Education
State University of New York College at Geneseo 2005 — 2009
B.S., Business Administration, Marketing
C&S Wholesale Grocers October 2011 - Present
Edward Jones May 2009 - August 2011
Venture Direct Worldwide May 2008 - August 2008
Skills
Hold Series 7, Series 63, Account Management, New Business Development, Budgets, Inventory Management, Marketing Strategy, Financial Analysis, Forecasting, Analysis, Marketing, Process Improvement, Data Analysis, Finance, Management, Team Building, Strategic Planning, Cold Calling, Microsoft Office, Training, Access, Facebook, Salesforce.com, Retail, Social Networking, Purchasing, Recruiting, Project Management, Sales Management, Social Media Marketing, Team Leadership, Contract Negotiation, Event Planning, Pricing, Negotiation, Merchandising, Leadership
Education
State University of New York College at Geneseo 2005 — 2009
B.S., Business Administration, Marketing
Nathaniel George Nathaniel George's Edward Jones Experience December 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2009 - Present
Beach First National Bank March 2008 - January 2010
Southbanc Mortgage October 2003 - November 2007
US Army June 2000 - October 2003
Skills
Series 7, Team Building, Fixed Annuities, Strategic Planning, FHA, Leadership, Recruiting, Public Speaking, Retirement Planning, Mutual Funds, Retirement, Leadership Development, Training, Financial Analysis, Strategy, Sales, Small Business, Mortgage Lending, Finance, Long-term Care, Risk Management, Insurance, 529 Plans, IRAs, Uniform Combined State..., Roth IRA, College Savings Plans, Financial Advisory, Variable Annuities, Series 63, Asset Allocation, Long Term Care Insurance
Education
Strayer University
Business, Management, Marketing, and Related Support Services
Strayer University (VA)
Business, Management, Marketing, and Related Support Services
Edward Jones December 2009 - Present
Beach First National Bank March 2008 - January 2010
Southbanc Mortgage October 2003 - November 2007
US Army June 2000 - October 2003
Skills
Series 7, Team Building, Fixed Annuities, Strategic Planning, FHA, Leadership, Recruiting, Public Speaking, Retirement Planning, Mutual Funds, Retirement, Leadership Development, Training, Financial Analysis, Strategy, Sales, Small Business, Mortgage Lending, Finance, Long-term Care, Risk Management, Insurance, 529 Plans, IRAs, Uniform Combined State..., Roth IRA, College Savings Plans, Financial Advisory, Variable Annuities, Series 63, Asset Allocation, Long Term Care Insurance
Education
Strayer University
Business, Management, Marketing, and Related Support Services
Strayer University (VA)
Business, Management, Marketing, and Related Support Services
John Gardner, CFA John Gardner, CFA's Edward Jones Experience June 2011 - January 2013
Job Financial Advisor at Citizens Bank
Industry Investment Management
Experience
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
Jennifer Sutton's Edward Jones Experience January 2010 - December 2010
Job Data Analyst
Industry Computer Software
Experience
Advent Software January 2011 - December 2014
Edward Jones January 2010 - December 2010
Skills
Management, Financial Services, Investments, Microsoft Excel, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Arts, Economics, Finance, History
Williams College
Advent Software January 2011 - December 2014
Edward Jones January 2010 - December 2010
Skills
Management, Financial Services, Investments, Microsoft Excel, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Arts, Economics, Finance, History
Williams College
Ellen van Bolhuis Bergman Ellen van Bolhuis Bergman's Edward Jones Experience April 2014 - March 2015
Job Highly motivated professional with proven track record in investments, banking, sales, real estate and business support
Industry Financial Services
Experience
Edward Jones April 2014 - March 2015
First Bank of Highland Park/Salem Group April 2012 - May 2013
Wells Fargo Advisors - Cohen Capital Corporation August 2009 - January 2010
Credit Suisse May 2008 - June 2009
Baird & Warner Real Estate April 2007 - May 2008
Stifel Financial Corp. June 2004 - November 2007
Koenig & Strey Real Living June 2002 - June 2004
North American Internatinal Corporation January 2001 - June 2004
Northwestern University April 1997 - December 2001
First National Bank of Chicago/Bank One - now Morgan Chase October 1987 - October 1995
Skills
Banking, Insurance, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Microsoft Excel, Real Estate, Microsoft Office, Credit, Sales, Leadership, Finance, Loans, Commercial Lending, Mortgage Lending, Credit Analysis, Investments, Budgets, Financial Risk, Management, Accounting, Portfolio Management, Human Resources, Financial Services, Marketing, Asset Management, Mutual Funds, Wealth Management, Due Diligence, Equities
Education
Stockholm University 1975 — 1979
Post Graduate Studies in Economics and Finance
Handelshogskolan i Stockholm/Stockholm School of Economics 1967 — 1972
Civil Ekonom mini MBA, Business Administration, Finance, Economics
Stockholms Stads Handelsgymnasium 1963 — 1966
Gymnasie Ekonom, Acounting and Finance
Edward Jones April 2014 - March 2015
First Bank of Highland Park/Salem Group April 2012 - May 2013
Wells Fargo Advisors - Cohen Capital Corporation August 2009 - January 2010
Credit Suisse May 2008 - June 2009
Baird & Warner Real Estate April 2007 - May 2008
Stifel Financial Corp. June 2004 - November 2007
Koenig & Strey Real Living June 2002 - June 2004
North American Internatinal Corporation January 2001 - June 2004
Northwestern University April 1997 - December 2001
First National Bank of Chicago/Bank One - now Morgan Chase October 1987 - October 1995
Skills
Banking, Insurance, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Microsoft Excel, Real Estate, Microsoft Office, Credit, Sales, Leadership, Finance, Loans, Commercial Lending, Mortgage Lending, Credit Analysis, Investments, Budgets, Financial Risk, Management, Accounting, Portfolio Management, Human Resources, Financial Services, Marketing, Asset Management, Mutual Funds, Wealth Management, Due Diligence, Equities
Education
Stockholm University 1975 — 1979
Post Graduate Studies in Economics and Finance
Handelshogskolan i Stockholm/Stockholm School of Economics 1967 — 1972
Civil Ekonom mini MBA, Business Administration, Finance, Economics
Stockholms Stads Handelsgymnasium 1963 — 1966
Gymnasie Ekonom, Acounting and Finance
Thomas Geoghegan's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
The Great Atlantic & Pacific Tea Company (A&P) June 2009 - July 2014
Oswego Hospital September 2013 - December 2013
BabyVision, Inc. April 2010 - August 2010
Skills
Financial Analysis, Budgets, Microsoft Excel, Accounting, Series 7, Team Leadership, Microsoft Office, Microsoft Word, Finance, Logistics, Testing, PowerPoint, Financial Risk, Marketing, Sales, Retail, Public Speaking, Teamwork, Time Management, Customer Service
Education
State University of New York College at Oswego 2010 — 2014
Bachelor's Degree, Finance, General
Arlington High School 2006 — 2010
Edward Jones July 2014 - Present
The Great Atlantic & Pacific Tea Company (A&P) June 2009 - July 2014
Oswego Hospital September 2013 - December 2013
BabyVision, Inc. April 2010 - August 2010
Skills
Financial Analysis, Budgets, Microsoft Excel, Accounting, Series 7, Team Leadership, Microsoft Office, Microsoft Word, Finance, Logistics, Testing, PowerPoint, Financial Risk, Marketing, Sales, Retail, Public Speaking, Teamwork, Time Management, Customer Service
Education
State University of New York College at Oswego 2010 — 2014
Bachelor's Degree, Finance, General
Arlington High School 2006 — 2010
Casey Brighton's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
North Country Down Syndrome Association September 2012 - May 2013
Power Play Sports September 2008 - January 2013
Vermont Mountaineers June 2012 - July 2012
Skills
Sales, Team Leadership, Communication, Small Group..., Personal Communication, Organization, Problem Solving, Writing
Education
State University of New York College at Plattsburgh 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Edward Jones September 2013 - Present
North Country Down Syndrome Association September 2012 - May 2013
Power Play Sports September 2008 - January 2013
Vermont Mountaineers June 2012 - July 2012
Skills
Sales, Team Leadership, Communication, Small Group..., Personal Communication, Organization, Problem Solving, Writing
Education
State University of New York College at Plattsburgh 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Chris VanDeWeert's Edward Jones Experience November 2009 - May 2012
Job Account Manager at Atlas Brew Works pursuing Certified Cicerone Certification
Industry Food & Beverages
Experience
DuClaw Brewing Company August 2015 - Present
Atlas Brew Works LLC May 2015 - August 2015
Port City Brewing Company May 2014 - May 2015
Chef Geoff's December 2012 - May 2015
Mark Herring for Attorney General January 2013 - March 2013
Obama for America September 2012 - November 2012
Edward Jones November 2009 - May 2012
Nathan Associates July 2009 - November 2009
Partnership for Public Service May 2008 - July 2009
Sigma Phi Epsilon July 2006 - May 2008
Skills
Leadership Development, Community Outreach, Public Speaking, Recruiting, Management, Strategic Planning, Marketing, Finance, Project Management, Time Management, Asset Management, Craft Beer, Sales Presentations, Relationship Management, Sales, Homebrewing, Three-tier System, Public Policy
Education
American Management Association 2006 — 2006
Project Management Certificate, Project Management
University of Richmond 2006 — 2006
Certificate, Negotiation, Finance, Development, Project Management
Syracuse University 2002 — 2006
Bachelor of Arts, Political Science, 3.6 GPA
Syracuse University 2002 — 2006
Bachelor of Arts, International Relations
DuClaw Brewing Company August 2015 - Present
Atlas Brew Works LLC May 2015 - August 2015
Port City Brewing Company May 2014 - May 2015
Chef Geoff's December 2012 - May 2015
Mark Herring for Attorney General January 2013 - March 2013
Obama for America September 2012 - November 2012
Edward Jones November 2009 - May 2012
Nathan Associates July 2009 - November 2009
Partnership for Public Service May 2008 - July 2009
Sigma Phi Epsilon July 2006 - May 2008
Skills
Leadership Development, Community Outreach, Public Speaking, Recruiting, Management, Strategic Planning, Marketing, Finance, Project Management, Time Management, Asset Management, Craft Beer, Sales Presentations, Relationship Management, Sales, Homebrewing, Three-tier System, Public Policy
Education
American Management Association 2006 — 2006
Project Management Certificate, Project Management
University of Richmond 2006 — 2006
Certificate, Negotiation, Finance, Development, Project Management
Syracuse University 2002 — 2006
Bachelor of Arts, Political Science, 3.6 GPA
Syracuse University 2002 — 2006
Bachelor of Arts, International Relations
Brian Levitan's Edward Jones Experience May 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2008 - Present
KNDO-TV June 2005 - April 2008
Education
Syracuse University 1994 — 1998
BS, Broadcast Journalism
Edward Jones May 2008 - Present
KNDO-TV June 2005 - April 2008
Education
Syracuse University 1994 — 1998
BS, Broadcast Journalism
Thomas Frankel's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Assent Clearing Corp. (Subsidiary of SunGard) January 2001 - November 2009
Assent Clearing January 2000 - November 2009
Generic Trading of Philadelphia January 1999 - January 2000
Pre Bon Yamane January 1998 - January 1999
Options Brokerage Incorporated January 1984 - January 1998
Speer, Leeds January 1982 - January 1984
Skills
Business Development, Equities, Teamwork, Securities, Series 7
Education
Syracuse University 1977 — 1981
Bachelor, Sciences Finance
Edward Jones January 2015 - Present
Assent Clearing Corp. (Subsidiary of SunGard) January 2001 - November 2009
Assent Clearing January 2000 - November 2009
Generic Trading of Philadelphia January 1999 - January 2000
Pre Bon Yamane January 1998 - January 1999
Options Brokerage Incorporated January 1984 - January 1998
Speer, Leeds January 1982 - January 1984
Skills
Business Development, Equities, Teamwork, Securities, Series 7
Education
Syracuse University 1977 — 1981
Bachelor, Sciences Finance
Daniel J. Cazac, MBA, CFP®'s Edward Jones Experience 2007 - 2009
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Brenda Asmar's Edward Jones Experience December 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones December 2012 - Present
Cremation Marketing Systems, Inc./Cremation.com April 2000 - Present
Cremation Society of the Carolinas November 2008 - July 2009
Cremation Society of the Carolinas, Inc April 2000 - November 2008
Education
Syracuse University - Martin J. Whitman School of Management 1979 — 1980
BS, Finance
Edward Jones December 2012 - Present
Cremation Marketing Systems, Inc./Cremation.com April 2000 - Present
Cremation Society of the Carolinas November 2008 - July 2009
Cremation Society of the Carolinas, Inc April 2000 - November 2008
Education
Syracuse University - Martin J. Whitman School of Management 1979 — 1980
BS, Finance
Karen Frisch's Edward Jones Experience July 2005 - November 2005
Job Receptionist at Steinman Luevano Structures
Industry Civil Engineering
Experience
Unemployed and Looking for Work January 2010 - July 2010
Stein Luevano Structures November 2006 - January 2010
Edward Jones July 2005 - November 2005
Education
Tarleton State University 1979 — 1984
Unemployed and Looking for Work January 2010 - July 2010
Stein Luevano Structures November 2006 - January 2010
Edward Jones July 2005 - November 2005
Education
Tarleton State University 1979 — 1984
Robert Bookman's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Hospital & Health Care
Experience
Edward Jones June 2012 - Present
Atlantic Aviation October 2010 - May 2012
Presbyterian Communities and Services October 2009 - October 2010
Boots and Coots, Inc. June 2008 - September 2009
Brazos Presbyterian Homes, Inc April 2006 - May 2008
Recruitment Enhancement Services Inc July 2004 - April 2006
Education
Stephen F. Austin State University 1998 — 2003
B.B.A, Finance
Edward Jones June 2012 - Present
Atlantic Aviation October 2010 - May 2012
Presbyterian Communities and Services October 2009 - October 2010
Boots and Coots, Inc. June 2008 - September 2009
Brazos Presbyterian Homes, Inc April 2006 - May 2008
Recruitment Enhancement Services Inc July 2004 - April 2006
Education
Stephen F. Austin State University 1998 — 2003
B.B.A, Finance
Josh Stratton, AIF®, AAMS®'s Edward Jones Experience March 2007 - September 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2011 - Present
Edward Jones March 2007 - September 2011
MAC Fitness 2003 - 2007
Marist College September 2003 - September 2006
Skills
Retirement Planning, Insurance, Investments, Securities, Portfolio Management, Wealth Management, Annuities, Strategic Financial..., Asset Allocation, Mutual Funds, Asset Managment, Series 7, Retirement, Investment Advisory, 401k, Financial Advisory, Financial Analysis, Investment Strategies, Life Insurance, Long-term Care, Equities, Alternative Investments, Pensions, IRAs, Fixed Income, Financial Goals, Personal Finance, Term Life Insurance, Long Term Care Insurance, Strategic Planning, Disability Insurance, Bonds, Wealth, Small Business, Asset Management, Financial Planning, Fixed Annuities
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, asset allocation, estate planning, insurance, taxation, ethical & regulatory issues
Syracuse University 1997 — 2001
Bachelor's degree, Health and Exercise Science
Roosevelt High School, Hyde Park, NY 1993 — 1997
High School Diploma
LPL Financial October 2011 - Present
Edward Jones March 2007 - September 2011
MAC Fitness 2003 - 2007
Marist College September 2003 - September 2006
Skills
Retirement Planning, Insurance, Investments, Securities, Portfolio Management, Wealth Management, Annuities, Strategic Financial..., Asset Allocation, Mutual Funds, Asset Managment, Series 7, Retirement, Investment Advisory, 401k, Financial Advisory, Financial Analysis, Investment Strategies, Life Insurance, Long-term Care, Equities, Alternative Investments, Pensions, IRAs, Fixed Income, Financial Goals, Personal Finance, Term Life Insurance, Long Term Care Insurance, Strategic Planning, Disability Insurance, Bonds, Wealth, Small Business, Asset Management, Financial Planning, Fixed Annuities
Education
College for Financial Planning 2013 — 2013
Accredited Asset Management Specialist, asset allocation, estate planning, insurance, taxation, ethical & regulatory issues
Syracuse University 1997 — 2001
Bachelor's degree, Health and Exercise Science
Roosevelt High School, Hyde Park, NY 1993 — 1997
High School Diploma
Ricardo Lujan's Edward Jones Experience May 2008 - June 2009
Job International Development Officer at Cross International
Industry Financial Services
Experience
Cross International September 2014 - Present
Allstate January 2014 - September 2014
Guidance in Giving September 2009 - January 2014
Edward Jones May 2008 - June 2009
FreeLife International July 2006 - February 2008
Stephen F. Austin State University August 2003 - July 2006
Skills
Fundraising, Stewardship, Public Speaking, Newsletters, Sales, Philanthropy, Planned Giving, Multilingual, Leadership, Public Relations, Event Planning, Nonprofits, Annual Giving, Interpersonal Skill, Sales Management, International Sales, Professional fundraiser..., Event Management, Volunteer Management, Marketing Strategy, SEO Skills, Management, Training, Life Insurance, Risk Management, Term Life Insurance, Business Succession, Spanish, Marketing, SEO, Succession Planning
Education
Stephen F. Austin State University 2002 — 2007
Bachelor's degree, International Business and Business Management
Instituto la Salle de Chihuahua 1989 — 2002
Cross International September 2014 - Present
Allstate January 2014 - September 2014
Guidance in Giving September 2009 - January 2014
Edward Jones May 2008 - June 2009
FreeLife International July 2006 - February 2008
Stephen F. Austin State University August 2003 - July 2006
Skills
Fundraising, Stewardship, Public Speaking, Newsletters, Sales, Philanthropy, Planned Giving, Multilingual, Leadership, Public Relations, Event Planning, Nonprofits, Annual Giving, Interpersonal Skill, Sales Management, International Sales, Professional fundraiser..., Event Management, Volunteer Management, Marketing Strategy, SEO Skills, Management, Training, Life Insurance, Risk Management, Term Life Insurance, Business Succession, Spanish, Marketing, SEO, Succession Planning
Education
Stephen F. Austin State University 2002 — 2007
Bachelor's degree, International Business and Business Management
Instituto la Salle de Chihuahua 1989 — 2002
Justin Kreibich's Edward Jones Experience January 2011 - September 2014
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Edward Jones January 2011 - September 2014
MTV Networks May 2008 - August 2008
Red Hour Films May 2008 - June 2008
Skills
Financial Analysis, Finance, Strategic Financial..., Valuation, Forecasting, Investments, Stocks, Portfolio Management, Municipal Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
Syracuse University 2005 — 2009
Bachelor of Science (BS), Finance, General
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Finance
Morgan Stanley September 2014 - Present
Edward Jones January 2011 - September 2014
MTV Networks May 2008 - August 2008
Red Hour Films May 2008 - June 2008
Skills
Financial Analysis, Finance, Strategic Financial..., Valuation, Forecasting, Investments, Stocks, Portfolio Management, Municipal Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
Syracuse University 2005 — 2009
Bachelor of Science (BS), Finance, General
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Finance
Michael P. Barrett's Edward Jones Experience August 2010 - November 2010
Job Merrill Edge Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
Signator Investors, Inc. November 2010 - November 2012
Edward Jones August 2010 - November 2010
Advance Auto Parts May 2009 - February 2010
McGovern Insurance Agency September 2006 - May 2009
Liberty Mutual Insurance 2002 - 2005
Skills
Commercial Insurance, Finance, Retirement Planning, Fixed Annuities, Insurance, Series 63, Series 7, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Securities
Education
Susquehanna University 1993 — 1997
B.A., Mass Communications/Public Relations
Merrill Edge December 2012 - Present
Signator Investors, Inc. November 2010 - November 2012
Edward Jones August 2010 - November 2010
Advance Auto Parts May 2009 - February 2010
McGovern Insurance Agency September 2006 - May 2009
Liberty Mutual Insurance 2002 - 2005
Skills
Commercial Insurance, Finance, Retirement Planning, Fixed Annuities, Insurance, Series 63, Series 7, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Securities
Education
Susquehanna University 1993 — 1997
B.A., Mass Communications/Public Relations
Angela Granberry's Edward Jones Experience March 2009 - Present
Job Business Office Administrator
Industry Consumer Services
Experience
Edward Jones March 2009 - Present
Phenix Group July 2006 - February 2009
Comcast Cable March 1982 - July 2005
Skills
Onboarding, Benefits Administration, Performance Management, Recruiting, Call Center, Talent Acquisition, Customer Retention, HRIS, Human Resources, Employee Benefits, Applicant Tracking..., FMLA, Talent Management, Deferred Compensation, New Hire Orientations, College Recruiting, PeopleSoft, Succession Planning, Training, Hiring, Temporary Placement, Interviews, Conflict Resolution, Payroll, Organizational..., Time Management
Education
Tacoma Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), General Studies, 3.65 GPA
Edward Jones March 2009 - Present
Phenix Group July 2006 - February 2009
Comcast Cable March 1982 - July 2005
Skills
Onboarding, Benefits Administration, Performance Management, Recruiting, Call Center, Talent Acquisition, Customer Retention, HRIS, Human Resources, Employee Benefits, Applicant Tracking..., FMLA, Talent Management, Deferred Compensation, New Hire Orientations, College Recruiting, PeopleSoft, Succession Planning, Training, Hiring, Temporary Placement, Interviews, Conflict Resolution, Payroll, Organizational..., Time Management
Education
Tacoma Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), General Studies, 3.65 GPA
Rich Avdoyan's Edward Jones Experience May 2008 - June 2009
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
CAPITAL FINANCIAL PLANNING July 2009 - November 2011
Edward Jones May 2008 - June 2009
Skills
Retirement Planning, CRPC, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Insurance, Series 7, Series 63, Long-term Care, IRAs, Retirement, Financial Advisory, Investment Strategies, 401k, Wealth Management..., ETFs, Pensions, College Savings Plans, Personal Financial...
Education
State University of New York College at Cortland 2003 — 2008
Ameriprise Financial Services, Inc. November 2011 - Present
CAPITAL FINANCIAL PLANNING July 2009 - November 2011
Edward Jones May 2008 - June 2009
Skills
Retirement Planning, CRPC, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Insurance, Series 7, Series 63, Long-term Care, IRAs, Retirement, Financial Advisory, Investment Strategies, 401k, Wealth Management..., ETFs, Pensions, College Savings Plans, Personal Financial...
Education
State University of New York College at Cortland 2003 — 2008
Joe Campana's Edward Jones Experience March 1999 - March 2002
Job Group Insurance Manager at P&A Group
Industry Financial Services
Experience
P&A Group January 2010 - Present
Internal Revenue Service October 2009 - May 2010
Principal Financial Group September 2005 - December 2008
HSBC Bank USA October 2002 - September 2005
Edward Jones March 1999 - March 2002
Fidelity Investments November 1993 - March 1999
Skills
Portfolio Management, Sales, Marketing, Customer Service, Client Education, Investments, Insurance, Health Insurance, Microsoft Office, Microsoft Excel, Employee Benefits, Team Building, Strategic Planning, Financial Analysis, Account Management, Retirement Planning, Process Improvement, Leadership, Training, Sales Management, Management, Retirement, CRM, Strategic Financial..., 401k
Education
Stephen F. Austin State University 1982 — 1986
BS, Education
P&A Group January 2010 - Present
Internal Revenue Service October 2009 - May 2010
Principal Financial Group September 2005 - December 2008
HSBC Bank USA October 2002 - September 2005
Edward Jones March 1999 - March 2002
Fidelity Investments November 1993 - March 1999
Skills
Portfolio Management, Sales, Marketing, Customer Service, Client Education, Investments, Insurance, Health Insurance, Microsoft Office, Microsoft Excel, Employee Benefits, Team Building, Strategic Planning, Financial Analysis, Account Management, Retirement Planning, Process Improvement, Leadership, Training, Sales Management, Management, Retirement, CRM, Strategic Financial..., 401k
Education
Stephen F. Austin State University 1982 — 1986
BS, Education
JP Mondeau's Edward Jones Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Skills
Financial Services, Financial Calculators:..., Portfolio and..., B2B, Marketing Strategy, Strategic Planning, Management, Leadership, Marketing, Investments, Customer Service
Education
Syracuse University 1976 — 1980
Bachelor of Science (B.S.)
Syracuse University
BS
Edward Jones July 2010 - Present
Skills
Financial Services, Financial Calculators:..., Portfolio and..., B2B, Marketing Strategy, Strategic Planning, Management, Leadership, Marketing, Investments, Customer Service
Education
Syracuse University 1976 — 1980
Bachelor of Science (B.S.)
Syracuse University
BS
Donavon Sammons's Edward Jones Experience August 2011 - July 2013
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Edward Jones August 2011 - July 2013
First Bank & Trust East Texas April 2011 - October 2011
Stephen F. Austin State University August 2010 - August 2011
Stephen F. Austin State University August 2007 - August 2011
Skills
Financial Advisory, Financial Services, Financial Analysis, Investments, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Life Insurance, Securities, Equities, Sales, Fixed Income, Finance, IRAs, Long-term Care, Investment Advisory, Wealth Management, Investment Strategies, Insurance
Education
The University of Dallas 2014 — 2014
CFP® Certification Education Requirement, CFP®
Stephen F. Austin State University 2007 — 2011
Bachelor of Science (B.S.), Public Health
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Edward Jones August 2011 - July 2013
First Bank & Trust East Texas April 2011 - October 2011
Stephen F. Austin State University August 2010 - August 2011
Stephen F. Austin State University August 2007 - August 2011
Skills
Financial Advisory, Financial Services, Financial Analysis, Investments, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Life Insurance, Securities, Equities, Sales, Fixed Income, Finance, IRAs, Long-term Care, Investment Advisory, Wealth Management, Investment Strategies, Insurance
Education
The University of Dallas 2014 — 2014
CFP® Certification Education Requirement, CFP®
Stephen F. Austin State University 2007 — 2011
Bachelor of Science (B.S.), Public Health
David Bray's Edward Jones Experience October 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2001 - Present
Prudential Securities October 1998 - October 2001
Houghton International July 1986 - October 1998
Education
State University of New York College at Buffalo 1965 — 1969
BS, Education
Edward Jones October 2001 - Present
Prudential Securities October 1998 - October 2001
Houghton International July 1986 - October 1998
Education
State University of New York College at Buffalo 1965 — 1969
BS, Education
Maria Luna Delgado's Edward Jones Experience May 2012 - Present
Job Founder & Director at Moonwellness
Industry Health, Wellness and Fitness
Experience
NY SpaceFinders May 2013 - Present
Edward Jones May 2012 - Present
Moonwellness June 2008 - Present
Moonwellness June 2008 - Present
Vallone & Vallone, LLP July 1995 - December 2011
I.W.C. Media Services 1992 - 1995
Zuckerberg & Santangelo, PC January 1985 - January 1992
Skills
Wellness, Healing, Holistic Health, Wellness Coaching, Yoga, Lifestyle, Nutrition, Nutritional Counseling, Food, Wellbeing, Prevention, Cooking, Coaching, Lifestyle Coaching, Event Planning, Healthy Lifestyle, Legal Support, Office Administration, Administrative Support, Legal Research, Legal Documentation, Stress Management, Meditation, Small Business, Corporations
Education
Institute for Integrative Nutrition 2007 — 2008
Nutrition & Wellness Counselor, Foods, Nutrition, and Related Services
Teachers College of Columbia University 2007 — 2008
Nutrition Certification, Foods, Nutrition, and Wellness Studies, General
La Guardia Community CollegeInstitute for Integrative NutritionColumbia University/Teacher's College
Certification, Holistic Health/Nutrition
NY SpaceFinders May 2013 - Present
Edward Jones May 2012 - Present
Moonwellness June 2008 - Present
Moonwellness June 2008 - Present
Vallone & Vallone, LLP July 1995 - December 2011
I.W.C. Media Services 1992 - 1995
Zuckerberg & Santangelo, PC January 1985 - January 1992
Skills
Wellness, Healing, Holistic Health, Wellness Coaching, Yoga, Lifestyle, Nutrition, Nutritional Counseling, Food, Wellbeing, Prevention, Cooking, Coaching, Lifestyle Coaching, Event Planning, Healthy Lifestyle, Legal Support, Office Administration, Administrative Support, Legal Research, Legal Documentation, Stress Management, Meditation, Small Business, Corporations
Education
Institute for Integrative Nutrition 2007 — 2008
Nutrition & Wellness Counselor, Foods, Nutrition, and Related Services
Teachers College of Columbia University 2007 — 2008
Nutrition Certification, Foods, Nutrition, and Wellness Studies, General
La Guardia Community CollegeInstitute for Integrative NutritionColumbia University/Teacher's College
Certification, Holistic Health/Nutrition
Christopher Dabroski's Edward Jones Experience August 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Edward Jones November 2013 - July 2014
Hudson Valley Federal Credit Union June 2013 - November 2013
Edward Jones August 2011 - May 2013
Skills
Fixed Income, Asset Allocation, Investments, Equities, Financial Analysis
Education
Newburgh Free Academy
State University of New York at Canton
Bachelor, Business Administration; Financial Services
University of Rhode Island - College of Business Administration
Management Information Systems, General
Edward Jones August 2014 - Present
Edward Jones November 2013 - July 2014
Hudson Valley Federal Credit Union June 2013 - November 2013
Edward Jones August 2011 - May 2013
Skills
Fixed Income, Asset Allocation, Investments, Equities, Financial Analysis
Education
Newburgh Free Academy
State University of New York at Canton
Bachelor, Business Administration; Financial Services
University of Rhode Island - College of Business Administration
Management Information Systems, General
Amy Wuest's Edward Jones Experience May 2009 - August 2009
Job Investment Services Group at The Ayco Company, L.P.
Industry Financial Services
Experience
Edward Jones May 2009 - August 2009
Education
Syracuse University 2009 — 2010
Masters, Finance
Syracuse University 2005 — 2009
Bachelor of Science, Finance
Edward Jones May 2009 - August 2009
Education
Syracuse University 2009 — 2010
Masters, Finance
Syracuse University 2005 — 2009
Bachelor of Science, Finance
Chris Fasy's Edward Jones Experience February 2009 - November 2009
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2010 - Present
Edward Jones February 2009 - November 2009
Education
Stephen F. Austin State University 2004 — 2008
Bachelor of Business Administration, Business Marketing
VALIC January 2010 - Present
Edward Jones February 2009 - November 2009
Education
Stephen F. Austin State University 2004 — 2008
Bachelor of Business Administration, Business Marketing
Kelly Hibbs's Edward Jones Experience Professional Photographer & OwnerPhotography by Kelly HibbsOctober 2006 - Present
Job Professional Photographer & Owner at Photography by Kelly Hibbs
Industry Financial Services
Experience
Edward Jones Professional Photographer & OwnerPhotography by Kelly HibbsOctober 2006 - Present
Education
University of Arizona 2005 — 2008
B.A., Business Management
Taylor University 2004 — 2005
Business Management and Communications
Edward Jones Professional Photographer & OwnerPhotography by Kelly HibbsOctober 2006 - Present
Education
University of Arizona 2005 — 2008
B.A., Business Management
Taylor University 2004 — 2005
Business Management and Communications
Sean Zale's Edward Jones Experience June 2007 - August 2007
Job Senior Customer Service Rep at TD Bank
Industry Banking
Experience
TD Bank September 2007 - Present
Edward Jones June 2007 - August 2007
PEERLESS MARKETING CONCEPTS June 2006 - August 2006
ZALE FUNERAL HOME, INC May 1998 - January 2006
Education
Suffolk University - Sawyer Business School 2004 — 2007
Bachelor of Science, Business Administration; Management
TD Bank September 2007 - Present
Edward Jones June 2007 - August 2007
PEERLESS MARKETING CONCEPTS June 2006 - August 2006
ZALE FUNERAL HOME, INC May 1998 - January 2006
Education
Suffolk University - Sawyer Business School 2004 — 2007
Bachelor of Science, Business Administration; Management
John Maiello's Edward Jones Experience 2006 - 2009
Job Private Money Manager
Industry Financial Services
Experience
Trinity Capital LLC July 2009 - Present
Edward Jones 2006 - 2009
First Boston 1999 - 2004
Skills
Electronic Trading, Mutual Funds, Trading, Securities, Investments, Financial Risk, Hedge Funds, Equities, Investment Strategies, Portfolio Management, Sales, Strategic Financial..., Hedging, Fixed Income, Emerging Markets, Asset Management, Management, Alternative Investments, Capital Markets, Derivatives, Business Development
Education
State University of New York College at Oswego 1993 — 1998
BA, Communications
Trinity Capital LLC July 2009 - Present
Edward Jones 2006 - 2009
First Boston 1999 - 2004
Skills
Electronic Trading, Mutual Funds, Trading, Securities, Investments, Financial Risk, Hedge Funds, Equities, Investment Strategies, Portfolio Management, Sales, Strategic Financial..., Hedging, Fixed Income, Emerging Markets, Asset Management, Management, Alternative Investments, Capital Markets, Derivatives, Business Development
Education
State University of New York College at Oswego 1993 — 1998
BA, Communications
Vince Treadwell's Edward Jones Experience October 1989 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1989 - Present
Skills
Certified Financial...
Education
Stephen F. Austin State University
Edward Jones October 1989 - Present
Skills
Certified Financial...
Education
Stephen F. Austin State University
Matthew Haneman's Edward Jones Experience November 2014 - June 2015
Job Financial Professional
Industry Financial Services
Experience
Edward Jones November 2014 - June 2015
Mattress Pro April 2014 - November 2014
Mattress Firm May 2012 - April 2014
Mattress Firm January 2011 - May 2012
Skills
Series 7, Series 66, Financial Advisory, Human Resources, Recruiting, Inventory Management, Interviews, Sales Management, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Social Networking, Time Management, Training, Customer Service, Facebook, Leadership Development, Public Speaking, Google Docs, Google Apps, Self Management, Microsoft Word, Excel, Word, LinkedIn, Proactivity, Team Building
Education
Stephen F. Austin State University 2006 — 2010
Bachelor of Business Administration (BBA), Business/Commerce, General
Stephen F. Austin State University 2006 — 2010
Bachelor of Business Administration, 2010
Westlake High School 2002 — 2006
Edward Jones November 2014 - June 2015
Mattress Pro April 2014 - November 2014
Mattress Firm May 2012 - April 2014
Mattress Firm January 2011 - May 2012
Skills
Series 7, Series 66, Financial Advisory, Human Resources, Recruiting, Inventory Management, Interviews, Sales Management, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Social Networking, Time Management, Training, Customer Service, Facebook, Leadership Development, Public Speaking, Google Docs, Google Apps, Self Management, Microsoft Word, Excel, Word, LinkedIn, Proactivity, Team Building
Education
Stephen F. Austin State University 2006 — 2010
Bachelor of Business Administration (BBA), Business/Commerce, General
Stephen F. Austin State University 2006 — 2010
Bachelor of Business Administration, 2010
Westlake High School 2002 — 2006
Michael Tunney's Edward Jones Experience March 2013 - October 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Merrill Edge November 2013 - Present
Edward Jones March 2013 - October 2013
Genworth Financial 2011 - 2012
David Lerner Associates, inc. 2010 - 2011
MetLife 2005 - 2010
Travelers Life & Annuity 2004 - 2005
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services
Education
State University of New York College at Plattsburgh 1992 — 1996
St Anthonys 1988 — 1992
Laurie Ehresman's Edward Jones Experience January 2012 - Present
Job Sales Manager at Macy's
Industry Retail
Experience
Macy's February 2015 - Present
Edward Jones January 2012 - Present
Skills
Training, Sales Hiring, Hiring, Sales Management, Sales, Customer Service, Associate Development, Retail, Retail Sales, Management, Event Planning, Business Planning
Education
Stetson University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Macy's February 2015 - Present
Edward Jones January 2012 - Present
Skills
Training, Sales Hiring, Hiring, Sales Management, Sales, Customer Service, Associate Development, Retail, Retail Sales, Management, Event Planning, Business Planning
Education
Stetson University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Justine Reed's Edward Jones Experience 2001 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones 2001 - Present
Japan Exchange and Teaching Program(me) (JET) September 1996 - July 1998
Education
Swansea University 1992 — 1996
French/Italian
Edward Jones 2001 - Present
Japan Exchange and Teaching Program(me) (JET) September 1996 - July 1998
Education
Swansea University 1992 — 1996
French/Italian
Sid Swarupananda's Edward Jones Experience September 2013 - December 2014
Job Senior Data Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed January 2015 - Present
Edward Jones September 2013 - December 2014
Toyota Motor Corporation April 2013 - August 2013
Blue Cross Blue Shield of North Dakota October 2012 - March 2013
Target November 2006 - February 2012
Xansa June 2006 - November 2006
SAIC September 2005 - June 2006
ITC Infotech September 2002 - June 2005
Sonata Software February 2000 - August 2002
Skills
IBM Mainframe, ETL Data Stage, ERP Lawson AP/GL, ITIL Service Management, Release Management, Build & Deploy..., QA Testing, Business Analysis, Control-M, CA7, Unix Shell Scripting, JCL, Oracle SQL, IEF/Cool:gen, Quality Center, Expeditor, Endeavor, Fileaid, Platinum, SPUFI, QMF, Visio, DB2, HP Quality Center, Unix, Oracle, SQL, Databases, Testing, Requirements Analysis, Requirements Gathering, ETL, Microsoft SQL Server, Business Intelligence, Mainframe, Agile Methodologies, SSIS, SSRS, System Testing, COBOL, Regression Testing, Data Warehousing
Education
Symbiosis institute of Management Studies 2006 — 2008
Post Graduate Diploma in Business Administartion, Finance, General
Mysore University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Waddell & Reed January 2015 - Present
Edward Jones September 2013 - December 2014
Toyota Motor Corporation April 2013 - August 2013
Blue Cross Blue Shield of North Dakota October 2012 - March 2013
Target November 2006 - February 2012
Xansa June 2006 - November 2006
SAIC September 2005 - June 2006
ITC Infotech September 2002 - June 2005
Sonata Software February 2000 - August 2002
Skills
IBM Mainframe, ETL Data Stage, ERP Lawson AP/GL, ITIL Service Management, Release Management, Build & Deploy..., QA Testing, Business Analysis, Control-M, CA7, Unix Shell Scripting, JCL, Oracle SQL, IEF/Cool:gen, Quality Center, Expeditor, Endeavor, Fileaid, Platinum, SPUFI, QMF, Visio, DB2, HP Quality Center, Unix, Oracle, SQL, Databases, Testing, Requirements Analysis, Requirements Gathering, ETL, Microsoft SQL Server, Business Intelligence, Mainframe, Agile Methodologies, SSIS, SSRS, System Testing, COBOL, Regression Testing, Data Warehousing
Education
Symbiosis institute of Management Studies 2006 — 2008
Post Graduate Diploma in Business Administartion, Finance, General
Mysore University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Sheena Simpson, CLTC's Edward Jones Experience September 2003 - September 2007
Job Insurance Advisor for Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha December 2014 - Present
Genworth Financial April 2014 - November 2014
First Command Financial Services December 2013 - April 2014
Northwestern Mutual September 2013 - December 2013
Northwestern Mutual May 2012 - July 2013
First Command Financial Services January 2012 - May 2012
Flagship Financial Advisors, LLC September 2010 - April 2011
Thornton Investment Services September 2007 - September 2010
Edward Jones September 2003 - September 2007
Skills
Life Insurance, Fixed Annuities, Long-term Care, Life & Health, CLTC
Education
Syracuse University 1985 — 1989
BA, Psychology/Art History
The Pingree School
Diploma, College Preparatory School
Mutual of Omaha December 2014 - Present
Genworth Financial April 2014 - November 2014
First Command Financial Services December 2013 - April 2014
Northwestern Mutual September 2013 - December 2013
Northwestern Mutual May 2012 - July 2013
First Command Financial Services January 2012 - May 2012
Flagship Financial Advisors, LLC September 2010 - April 2011
Thornton Investment Services September 2007 - September 2010
Edward Jones September 2003 - September 2007
Skills
Life Insurance, Fixed Annuities, Long-term Care, Life & Health, CLTC
Education
Syracuse University 1985 — 1989
BA, Psychology/Art History
The Pingree School
Diploma, College Preparatory School
Jason Goldsberry's Edward Jones Experience December 2006 - March 2008
Job Missionary Aid at General Council of the Assemblies of God
Industry Religious Institutions
Experience
Chi Alpha Campus Ministries, USA August 2008 - Present
Edward Jones December 2006 - March 2008
Skills
Public Speaking, Leadership Development
Education
Stephen F. Austin State University 2001 — 2006
B.A., Economics
Douglass ISD
Chi Alpha Campus Ministries, USA August 2008 - Present
Edward Jones December 2006 - March 2008
Skills
Public Speaking, Leadership Development
Education
Stephen F. Austin State University 2001 — 2006
B.A., Economics
Douglass ISD
Kelly Polk's Edward Jones Experience June 2000 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2000 - Present
Skills
Spreadsheets, Finance, Investment Strategies, Investment Advisory, Portfolio Management, Pensions, Financial Services, Banking, Estate Planning, IRAs, Equities, Asset Management, Mortgage Lending, Financial Planners, Bonds
Education
Tallahassee Community College 1995 — 1999
Associate of Science (AS), Accounting Technology & Financial Services
Edward Jones June 2000 - Present
Skills
Spreadsheets, Finance, Investment Strategies, Investment Advisory, Portfolio Management, Pensions, Financial Services, Banking, Estate Planning, IRAs, Equities, Asset Management, Mortgage Lending, Financial Planners, Bonds
Education
Tallahassee Community College 1995 — 1999
Associate of Science (AS), Accounting Technology & Financial Services
Kelly Beach's Edward Jones Experience June 2011 - October 2013
Job Live healthy!
Industry Hospital & Health Care
Experience
doTERRA January 2015 - Present
St. Luke's Health System June 2014 - Present
Edward Jones June 2011 - October 2013
Harley-Davidson Motor Company 2013 - 2013
Various Part Time positions 2008 - 2011
Desert Regional Medical Center 2006 - 2008
Skills
Data Entry, Outlook, Hospitals, Art, Healthcare, Film, Animals, Food Industry, Driving, Management, Research
Education
Med Prep 2013 — 2013
NA, NAC CNA, 98%
Professional Career Development Institute
Animal Science, Animal Sciences, 98%
Stratford University
Restaurant and Hotel Management, Hotel, Motel, and Restaurant Management, 98%
doTERRA January 2015 - Present
St. Luke's Health System June 2014 - Present
Edward Jones June 2011 - October 2013
Harley-Davidson Motor Company 2013 - 2013
Various Part Time positions 2008 - 2011
Desert Regional Medical Center 2006 - 2008
Skills
Data Entry, Outlook, Hospitals, Art, Healthcare, Film, Animals, Food Industry, Driving, Management, Research
Education
Med Prep 2013 — 2013
NA, NAC CNA, 98%
Professional Career Development Institute
Animal Science, Animal Sciences, 98%
Stratford University
Restaurant and Hotel Management, Hotel, Motel, and Restaurant Management, 98%
Tiffany Guantt's Edward Jones Experience May 2013 - November 2014
Job Academic Advisor at Stephen F. Austin State University
Industry Higher Education
Experience
Stephen F. Austin State University November 2014 - Present
Edward Jones May 2013 - November 2014
Stephen F. Austin State University July 1998 - May 2013
Skills
Microsoft Excel, Research, Microsoft Office
Education
Stephen F. Austin State University 1993 — 2006
Bachelor of Arts (B.A.), Humanities with Anthropology Emphasis
Stephen F. Austin State University November 2014 - Present
Edward Jones May 2013 - November 2014
Stephen F. Austin State University July 1998 - May 2013
Skills
Microsoft Excel, Research, Microsoft Office
Education
Stephen F. Austin State University 1993 — 2006
Bachelor of Arts (B.A.), Humanities with Anthropology Emphasis
Jeanette Grunau's Edward Jones Experience 2007 - 2010
Job null Professional
Industry Financial Services
Experience
Edward Jones 2007 - 2010
Education
Tabor College 1961 — 1962
Corn Bible Academy 1958 — 1961
High School Diploma
Edward Jones 2007 - 2010
Education
Tabor College 1961 — 1962
Corn Bible Academy 1958 — 1961
High School Diploma
Steven Alyea's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Texas Lutheran University August 2008 - November 2012
City of Seguin April 2003 - August 2008
City of Northlake September 2002 - March 2003
Skills
Advanced TCLEOSE License, Criminal Investigations, Narcotic Investigations, Field Training, Special Weapons and..., Advanced Hostage Rescue, TCLEOSE Instructor, Team Building, Team Leadership, Conflict Resolution, drug and alcohol..., communication and..., Series 7, series 66, Life & Health Insurance...
Education
Tarleton State University 1996 — 1998
Texas Lutheran University
BBA, Business Administration, Management and Operations
Edward Jones August 2012 - Present
Texas Lutheran University August 2008 - November 2012
City of Seguin April 2003 - August 2008
City of Northlake September 2002 - March 2003
Skills
Advanced TCLEOSE License, Criminal Investigations, Narcotic Investigations, Field Training, Special Weapons and..., Advanced Hostage Rescue, TCLEOSE Instructor, Team Building, Team Leadership, Conflict Resolution, drug and alcohol..., communication and..., Series 7, series 66, Life & Health Insurance...
Education
Tarleton State University 1996 — 1998
Texas Lutheran University
BBA, Business Administration, Management and Operations
Lacey Scott's Edward Jones Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Scott Quarter Horses 2006 - April 2013
Stephenville Equine Hospital February 2008 - December 2008
Education
Tarleton State University 2007 — 2011
Bachelor of Business Administration, Interdisciplinary Business with an Emphasis in Finance
Edward Jones May 2012 - Present
Scott Quarter Horses 2006 - April 2013
Stephenville Equine Hospital February 2008 - December 2008
Education
Tarleton State University 2007 — 2011
Bachelor of Business Administration, Interdisciplinary Business with an Emphasis in Finance
Wendel Wilson's Edward Jones Experience October 2001 - August 2011
Job Sales at Allstate
Industry Insurance
Experience
Allstate August 2011 - Present
Edward Jones October 2001 - August 2011
Education
Stephen F. Austin State University 1972 — 1976
Bachelor of Business Administration (B.B.A.)
Allstate August 2011 - Present
Edward Jones October 2001 - August 2011
Education
Stephen F. Austin State University 1972 — 1976
Bachelor of Business Administration (B.B.A.)
Trent Mast's Edward Jones Experience January 2007 - March 2008
Job Office Mngr/HR/Accounting
Industry Accounting
Experience
Worldwide Foam, Ltd. July 2013 - Present
Village Inn Restaurant April 2008 - June 2013
Edward Jones January 2007 - March 2008
Education
Taylor University 2002 — 2006
Bachelor's degree, Finance, General
northridge high school
Worldwide Foam, Ltd. July 2013 - Present
Village Inn Restaurant April 2008 - June 2013
Edward Jones January 2007 - March 2008
Education
Taylor University 2002 — 2006
Bachelor's degree, Finance, General
northridge high school
Angela Hatheway's Edward Jones Experience April 2006 - August 2006
Job Senior Project Coordinator
Industry Hospital & Health Care
Experience
Seton Health Plan December 2014 - February 2015
Seton Health Plan April 2014 - February 2015
Applied Materials 2006 - 2014
Edward Jones April 2006 - August 2006
Round Rock Independent School District 2004 - 2006
Leander Independent School District 2002 - 2004
St. Luke's on the Lake Episcopal Church 1994 - 2002
Skills
Project Management, Program Management, Project Scope..., Business Process..., Budget Forecasts, Budget Monitoring, Resource Management, Vendor Management, Systems Improvement, Financial Analysis, Financial Reporting, Communication, Managing Project Budgets, Management, Budgets, Cross-functional Team..., Project Planning, PMP, Time Management, Customer Service, Process Improvement, Public Speaking, Team Building, Leadership, Strategic Planning, Training, Forecasting, PMO
Education
Spackenkill High School
Spackenkill High School
SUNY Oneonta
Bachelor of Science (B.S.)
Academy Leadership 2012 — 2012
ASIS International
Seton Health Plan December 2014 - February 2015
Seton Health Plan April 2014 - February 2015
Applied Materials 2006 - 2014
Edward Jones April 2006 - August 2006
Round Rock Independent School District 2004 - 2006
Leander Independent School District 2002 - 2004
St. Luke's on the Lake Episcopal Church 1994 - 2002
Skills
Project Management, Program Management, Project Scope..., Business Process..., Budget Forecasts, Budget Monitoring, Resource Management, Vendor Management, Systems Improvement, Financial Analysis, Financial Reporting, Communication, Managing Project Budgets, Management, Budgets, Cross-functional Team..., Project Planning, PMP, Time Management, Customer Service, Process Improvement, Public Speaking, Team Building, Leadership, Strategic Planning, Training, Forecasting, PMO
Education
Spackenkill High School
Spackenkill High School
SUNY Oneonta
Bachelor of Science (B.S.)
Academy Leadership 2012 — 2012
ASIS International
Trina Valliere, CPA's Edward Jones Experience October 2009 - April 2015
Job Manager of Intermediary Services at Harris Associates
Industry Financial Services
Experience
Harris Associates April 2015 - Present
Edward Jones October 2009 - April 2015
PwC August 2007 - October 2009
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Bachelor of Science (B.S.), Accountancy
Syracuse University - Martin J. Whitman School of Management 2003 — 2004
Harris Associates April 2015 - Present
Edward Jones October 2009 - April 2015
PwC August 2007 - October 2009
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Bachelor of Science (B.S.), Accountancy
Syracuse University - Martin J. Whitman School of Management 2003 — 2004
W Gary Johnson's Edward Jones Experience January 2013 - May 2013
Job Rental Property Manager at Self employed
Industry Financial Services
Experience
Self employed June 2013 - Present
Aflac November 2013 - July 2014
Edward Jones January 2013 - May 2013
Seminole County Government 2001 - 2010
City of St Petersburg 1977 - 1982
City of St Petersburg 1977 - 1982
City of St Petersburg 1977 - 1982
City of St Petersburg 1977 - 1982
Skills
Financial Analysis, Portfolio Management, Customer Service, Asset Management, Analysis, Access, Microsoft Excel, Budgets, Outlook, Public Speaking, Microsoft Office, Insurance, Government, Policy, Microsoft Word, PowerPoint, Risk Management, Program Management, Asset Managment, Local Government
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Civil Engineering
Self employed June 2013 - Present
Aflac November 2013 - July 2014
Edward Jones January 2013 - May 2013
Seminole County Government 2001 - 2010
City of St Petersburg 1977 - 1982
City of St Petersburg 1977 - 1982
City of St Petersburg 1977 - 1982
City of St Petersburg 1977 - 1982
Skills
Financial Analysis, Portfolio Management, Customer Service, Asset Management, Analysis, Access, Microsoft Excel, Budgets, Outlook, Public Speaking, Microsoft Office, Insurance, Government, Policy, Microsoft Word, PowerPoint, Risk Management, Program Management, Asset Managment, Local Government
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Civil Engineering
William Wentzel's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Broadcast Media
Experience
Edward Jones October 2013 - Present
South West Michigan Sports September 2010 - Present
Wentzel Family Farms November 2001 - Present
Walmart February 2011 - September 2011
Quality Overhead Door March 2010 - March 2011
Joey Armadillo's May 2007 - October 2009
Syracuse University August 1997 - June 1998
Syracuse University December 1997 - May 1998
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1997 — 2001
Bachelor of Arts (B.A.), Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 1997 — 2001
Bachelor of Arts (B.A.), Public Policy Analysis
Edward Jones October 2013 - Present
South West Michigan Sports September 2010 - Present
Wentzel Family Farms November 2001 - Present
Walmart February 2011 - September 2011
Quality Overhead Door March 2010 - March 2011
Joey Armadillo's May 2007 - October 2009
Syracuse University August 1997 - June 1998
Syracuse University December 1997 - May 1998
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1997 — 2001
Bachelor of Arts (B.A.), Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 1997 — 2001
Bachelor of Arts (B.A.), Public Policy Analysis
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation