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
Hope Francis Hope Francis's Edward Jones Experience June 2014 - December 2014
Job Marketing Coordinator
Industry Public Relations and Communications
Experience
BWI Companies Inc. February 2015 - Present
Edward Jones June 2014 - December 2014
Wyndham Vacation Ownership September 2012 - May 2014
Texas A&M University-Texarkana January 2011 - June 2012
Texas A&M University-Texarkana August 2011 - May 2012
Court Appointed Special Advocates August 2011 - December 2011
Skills
Microsoft Office, Adobe Creative Suite, Final Cut Pro, Marketing, Advertising, Social Media, Strategic Planning, Research, Sales, Public Relations, Event Planning, Customer Service
Education
Texas A&M University-Texarkana 2010 — 2012
Bachelor of Science (B.S.), Mass Communication and Marketing
Texarkana College 2008 — 2010
Associate of Arts (A.A.), General Studies
Texarkana College
Real Estate Certificate
BWI Companies Inc. February 2015 - Present
Edward Jones June 2014 - December 2014
Wyndham Vacation Ownership September 2012 - May 2014
Texas A&M University-Texarkana January 2011 - June 2012
Texas A&M University-Texarkana August 2011 - May 2012
Court Appointed Special Advocates August 2011 - December 2011
Skills
Microsoft Office, Adobe Creative Suite, Final Cut Pro, Marketing, Advertising, Social Media, Strategic Planning, Research, Sales, Public Relations, Event Planning, Customer Service
Education
Texas A&M University-Texarkana 2010 — 2012
Bachelor of Science (B.S.), Mass Communication and Marketing
Texarkana College 2008 — 2010
Associate of Arts (A.A.), General Studies
Texarkana College
Real Estate Certificate
Samuel Taylor Samuel Taylor's Edward Jones Experience July 2009 - November 2009
Job Internal Sales Consultant
Industry Financial Services
Experience
Invesco Ltd. October 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Edward Jones July 2009 - November 2009
Texas A&M University October 2007 - July 2009
Edward Jones July 2007 - July 2009
CenterPoint Energy June 2008 - August 2008
Skills
Mutual Funds, Unit Investment Trusts, Separately Managed..., Closed-end Funds, Series 7, Series 66, ETFs, Asset Management, Asset Allocation, Alternative Investments, Finance, Investments, Sales, Fixed Income, Securities, Wealth Management, Retirement Planning, Risk Management, Wealth Management..., Bloomberg Terminal, PowerPoint, SAP, Microsoft Word, Oracle, Microsoft Excel, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Access, Management, Insurance, Asset Managment, Public Speaking, Financial Modeling, Equities, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Invesco Ltd. October 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Edward Jones July 2009 - November 2009
Texas A&M University October 2007 - July 2009
Edward Jones July 2007 - July 2009
CenterPoint Energy June 2008 - August 2008
Skills
Mutual Funds, Unit Investment Trusts, Separately Managed..., Closed-end Funds, Series 7, Series 66, ETFs, Asset Management, Asset Allocation, Alternative Investments, Finance, Investments, Sales, Fixed Income, Securities, Wealth Management, Retirement Planning, Risk Management, Wealth Management..., Bloomberg Terminal, PowerPoint, SAP, Microsoft Word, Oracle, Microsoft Excel, Microsoft Office, Inventory Management, Budgets, Strategic Planning, Access, Management, Insurance, Asset Managment, Public Speaking, Financial Modeling, Equities, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Zachary Brashear Zachary Brashear's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Garlyn Shelton Imports January 2015 - April 2015
Skills
Finance, Customer Service, Negotiation, Sales, Cold Calling, Time Management
Education
Texas A&M University 2012 — 2015
Bachelor's Degree, Sport Management, 3.51
Edward Jones April 2015 - Present
Garlyn Shelton Imports January 2015 - April 2015
Skills
Finance, Customer Service, Negotiation, Sales, Cold Calling, Time Management
Education
Texas A&M University 2012 — 2015
Bachelor's Degree, Sport Management, 3.51
Taylor Mobly Taylor Mobly's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones January 2014 - Present
Southwestern Advantage August 2008 - December 2013
Southwestern Advantage 2008 - 2013
Skills
Talent Acquisition, Cold Calling, Applicant Tracking..., College Recruiting, Recruiting, Interviews, New Hire Orientations, Hiring, Building Relationships, Training, Interview Preparation, Employee Training, Leadership, Coaching, Corporate Recruiting, Sales, Sourcing
Education
Texas A&M University 2006 — 2011
Bachelor of Science (BS), Industrial Distribution
Edward Jones January 2014 - Present
Southwestern Advantage August 2008 - December 2013
Southwestern Advantage 2008 - 2013
Skills
Talent Acquisition, Cold Calling, Applicant Tracking..., College Recruiting, Recruiting, Interviews, New Hire Orientations, Hiring, Building Relationships, Training, Interview Preparation, Employee Training, Leadership, Coaching, Corporate Recruiting, Sales, Sourcing
Education
Texas A&M University 2006 — 2011
Bachelor of Science (BS), Industrial Distribution
Ken McClintock, CRPC®, CRC® Ken McClintock, CRPC®, CRC®'s Edward Jones Experience August 1994 - April 2001
Job Senior Regional Vice President, Pacific Life
Industry Financial Services
Experience
Pacific Life July 2004 - Present
Allstate April 2001 - July 2004
Edward Jones August 1994 - April 2001
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 7, Business Development, Coaching, Consultative Sales..., Practice Management, Public Speaking, Advanced Sales, Indexed Annuities, Variable Annuities, Financial Services, Business Planning, Asset Allocation, Income Planning, Long-term Care
Education
Texas A&M University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Cum Laude, Finance, General
Pacific Life July 2004 - Present
Allstate April 2001 - July 2004
Edward Jones August 1994 - April 2001
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 7, Business Development, Coaching, Consultative Sales..., Practice Management, Public Speaking, Advanced Sales, Indexed Annuities, Variable Annuities, Financial Services, Business Planning, Asset Allocation, Income Planning, Long-term Care
Education
Texas A&M University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Cum Laude, Finance, General
David Blusanovics David Blusanovics's Edward Jones Experience June 2013 - January 2015
Job Financial Analyst Intern at American Airlines
Industry
Experience
American Airlines May 2015 - Present
William C. Conner Foundation Educational Investment Fund May 2015 - Present
Sigma Phi Epsilon November 2014 - Present
Edward Jones June 2013 - January 2015
Skills
Computer Proficiency, People Skills, Communication, Creative Writing, Microsoft Office, Presentations, Cpr Certified, Training, Time Management, Public Speaking, Analytical Skills, Critical Thinking, Data Entry, Leadership, Building Relationships, Report Writing, Goal Oriented, Teamwork, Volunteering, Integrity, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Equity Research, Financial Analysis
Education
Texas Christian University 2012 — 2016
Bachelor's Degree, Finance, and Entrepreneurial Management, Junior
American Airlines May 2015 - Present
William C. Conner Foundation Educational Investment Fund May 2015 - Present
Sigma Phi Epsilon November 2014 - Present
Edward Jones June 2013 - January 2015
Skills
Computer Proficiency, People Skills, Communication, Creative Writing, Microsoft Office, Presentations, Cpr Certified, Training, Time Management, Public Speaking, Analytical Skills, Critical Thinking, Data Entry, Leadership, Building Relationships, Report Writing, Goal Oriented, Teamwork, Volunteering, Integrity, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Equity Research, Financial Analysis
Education
Texas Christian University 2012 — 2016
Bachelor's Degree, Finance, and Entrepreneurial Management, Junior
Anthony Fouse Anthony Fouse's Edward Jones Experience March 2013 - June 2013
Job Retail Store Manager
Industry Retail
Experience
Tractor Supply Company May 2014 - Present
Family Dollar June 2013 - May 2014
Edward Jones March 2013 - June 2013
The Home Depot April 2007 - November 2012
Lowe's Home Improvement January 2004 - April 2007
Whispering Pines SteakHouse March 2002 - January 2004
Skills
Inventory Control, Visual Merchandising, Planograms, Customer Service, Retail Sales, Customer Satisfaction, Sales, Sales Management, Team Building, Time Management, Profit, Team Leadership, Income Statement, Leadership, P&L Management, Inventory Management, Retail, Store Management, Store Operations, Merchandising, Management, Training, Hiring, Loss Prevention, Strategy, Budgets, Human Resources, Driving Results, CRM, Customer Experience, Employee Training, POS, Big Box, Recruiting, CPFR, Multi-channel Retail, People Development, Performance Management, Sales Operations, Customer Retention, Forecasting, Succession Planning, Pricing, Shrinkage, Associate Development, Multi-Unit Management, P, Operations Management
Education
Texarkana College
Computer Science
Tractor Supply Company May 2014 - Present
Family Dollar June 2013 - May 2014
Edward Jones March 2013 - June 2013
The Home Depot April 2007 - November 2012
Lowe's Home Improvement January 2004 - April 2007
Whispering Pines SteakHouse March 2002 - January 2004
Skills
Inventory Control, Visual Merchandising, Planograms, Customer Service, Retail Sales, Customer Satisfaction, Sales, Sales Management, Team Building, Time Management, Profit, Team Leadership, Income Statement, Leadership, P&L Management, Inventory Management, Retail, Store Management, Store Operations, Merchandising, Management, Training, Hiring, Loss Prevention, Strategy, Budgets, Human Resources, Driving Results, CRM, Customer Experience, Employee Training, POS, Big Box, Recruiting, CPFR, Multi-channel Retail, People Development, Performance Management, Sales Operations, Customer Retention, Forecasting, Succession Planning, Pricing, Shrinkage, Associate Development, Multi-Unit Management, P, Operations Management
Education
Texarkana College
Computer Science
Greg Roche Greg Roche's Edward Jones Experience November 2002 - March 2003
Job HR Leader in Compensation, Benefits, HRIS & Analytics
Industry Human Resources
Experience
DaVita February 2013 - Present
Aimco January 2011 - November 2012
Aimco January 2008 - December 2010
Aimco January 2007 - December 2007
Aimco August 2006 - December 2006
Aimco May 2003 - July 2006
Edward Jones November 2002 - March 2003
Accenture November 2000 - September 2002
Celebrity Cruises November 1999 - August 2000
Accenture September 1997 - October 1999
Skills
Excel, Word, Access, SQL, SSRS, Lean Initiatives, Six Sigma, Crystal Xcelsius, Business Analysis, Process Improvement, Recruitment Advertising, Benefits Administration, Compensation, Executive Compensation, HRIS, Performance Management, SharePoint, Group Presentations, HR Strategy, Rental Properties, Risk Management, SAP R/3, SPHR, Deferred Compensation, Executive Pay, Personnel Management, Project Management, Microsoft Excel, Talent Management, Recruiting, Rentals, Program Management, Lean Manufacturing, Employee Benefits, Employee Relations, Microsoft Word, Onboarding, Employee Engagement, Leadership, Leadership Development, Talent Acquisition, Human Resources, Strategy, Workforce Planning, Employer Branding, Analysis, Management, Training, SDLC, Compensation & Benefit
Education
Texas A&M University 1993 — 1997
BA, English
DaVita February 2013 - Present
Aimco January 2011 - November 2012
Aimco January 2008 - December 2010
Aimco January 2007 - December 2007
Aimco August 2006 - December 2006
Aimco May 2003 - July 2006
Edward Jones November 2002 - March 2003
Accenture November 2000 - September 2002
Celebrity Cruises November 1999 - August 2000
Accenture September 1997 - October 1999
Skills
Excel, Word, Access, SQL, SSRS, Lean Initiatives, Six Sigma, Crystal Xcelsius, Business Analysis, Process Improvement, Recruitment Advertising, Benefits Administration, Compensation, Executive Compensation, HRIS, Performance Management, SharePoint, Group Presentations, HR Strategy, Rental Properties, Risk Management, SAP R/3, SPHR, Deferred Compensation, Executive Pay, Personnel Management, Project Management, Microsoft Excel, Talent Management, Recruiting, Rentals, Program Management, Lean Manufacturing, Employee Benefits, Employee Relations, Microsoft Word, Onboarding, Employee Engagement, Leadership, Leadership Development, Talent Acquisition, Human Resources, Strategy, Workforce Planning, Employer Branding, Analysis, Management, Training, SDLC, Compensation & Benefit
Education
Texas A&M University 1993 — 1997
BA, English
Alice Lawrence Alice Lawrence's Edward Jones Experience September 1998 - May 2000
Job at
Industry Education Management
Experience
Burleson ISD 2012 - Present
Burleson ISD 2006 - May 2012
Edward Jones September 1998 - May 2000
Skills
Staff Development, Teaching, Classroom, Curriculum Development, Educational Leadership, Curriculum Design, Classroom Management, Educational Technology, Lesson Planning, Tutoring, Public Speaking, Nonprofits, K-12, Differentiated...
Education
Texas Christian University 1981 — 1985
BBA, Accounting
Burleson ISD 2012 - Present
Burleson ISD 2006 - May 2012
Edward Jones September 1998 - May 2000
Skills
Staff Development, Teaching, Classroom, Curriculum Development, Educational Leadership, Curriculum Design, Classroom Management, Educational Technology, Lesson Planning, Tutoring, Public Speaking, Nonprofits, K-12, Differentiated...
Education
Texas Christian University 1981 — 1985
BBA, Accounting
Regina Laman's Edward Jones Experience October 2004 - May 2007
Job Micah 6:8
Industry Logistics and Supply Chain
Experience
UPS Supply Chain Solutions June 2014 - Present
UPS October 2013 - January 2014
Cafe 1040 September 2012 - July 2013
First Baptist Church, Fairfield, TX May 2007 - October 2010
Edward Jones October 2004 - May 2007
United States Army Reserve July 1996 - July 2002
Skills
Training, College Recruiting, Time Management, Student Recruiting, PowerPoint, Building Relationships, Microsoft Office, Teamwork, Administrative Work, Social Networking, Public Relations, Office Administration, Leadership, Critical Thinking, Nonprofits, Data Entry, Administrative..., Facebook, Volunteering, Team Building, People Skills, Office Management, Team Leadership, Recruiting, Community Outreach, Team-oriented
Education
Fuller Theological Seminary 2007 — 2014
Master of Arts (M.A.), Global Leadership
Texas A&M University
Bachelor of Science (B.S.), Agricultural Development/ Business
UPS Supply Chain Solutions June 2014 - Present
UPS October 2013 - January 2014
Cafe 1040 September 2012 - July 2013
First Baptist Church, Fairfield, TX May 2007 - October 2010
Edward Jones October 2004 - May 2007
United States Army Reserve July 1996 - July 2002
Skills
Training, College Recruiting, Time Management, Student Recruiting, PowerPoint, Building Relationships, Microsoft Office, Teamwork, Administrative Work, Social Networking, Public Relations, Office Administration, Leadership, Critical Thinking, Nonprofits, Data Entry, Administrative..., Facebook, Volunteering, Team Building, People Skills, Office Management, Team Leadership, Recruiting, Community Outreach, Team-oriented
Education
Fuller Theological Seminary 2007 — 2014
Master of Arts (M.A.), Global Leadership
Texas A&M University
Bachelor of Science (B.S.), Agricultural Development/ Business
Marcus Johnson Marcus Johnson's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Vintage Records January 2010 - Present
AXA Advisors August 2011 - August 2013
FEMA May 2011 - August 2011
Edward Jones June 2009 - January 2010
Skills
Saxophonist, Investments, Microsoft Excel, Economics, Equities, Financial Modeling, Data Analysis, Access, Market Research, Bloomberg, Equity Research, Asset Allocation, Series 7, Finance, PowerPoint, Financial Analysis, Securities, Insurance, Financial Services, Asset Management, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Investment Strategies, Bonds, Financial Advisory, Uniform Combined State..., 401k, Customer Service, Leadership, Public Speaking, Risk Management, Microsoft Office, Strategic Planning
Education
Tennessee State University 2007 — 2011
Bachelor of Business Administration (BBA), Economics and Finance, 3.5
Nashville School of Arts 2004 — 2007
Music
Edward Jones September 2013 - Present
Vintage Records January 2010 - Present
AXA Advisors August 2011 - August 2013
FEMA May 2011 - August 2011
Edward Jones June 2009 - January 2010
Skills
Saxophonist, Investments, Microsoft Excel, Economics, Equities, Financial Modeling, Data Analysis, Access, Market Research, Bloomberg, Equity Research, Asset Allocation, Series 7, Finance, PowerPoint, Financial Analysis, Securities, Insurance, Financial Services, Asset Management, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Investment Strategies, Bonds, Financial Advisory, Uniform Combined State..., 401k, Customer Service, Leadership, Public Speaking, Risk Management, Microsoft Office, Strategic Planning
Education
Tennessee State University 2007 — 2011
Bachelor of Business Administration (BBA), Economics and Finance, 3.5
Nashville School of Arts 2004 — 2007
Music
Tracey Nichols Tracey Nichols's Edward Jones Experience November 2009 - June 2011
Job Administrative Assistant at CBL & Associates Properties, Inc.
Industry Real Estate
Experience
CBL & Associates Properties, Inc. July 2011 - Present
Edward Jones November 2009 - June 2011
Skills
Administrative..., Office Management, Lease Administration, Leases, Real Estate, Spreadsheets, Event Planning, Outlook, Tenant, Data Entry, Customer Service, Lotus Notes, Office Administration, File Management, Clerical Skills
Education
Tennessee Temple University 1988 — 1991
Bachelor of Science (BS), Administrative Management
CBL & Associates Properties, Inc. July 2011 - Present
Edward Jones November 2009 - June 2011
Skills
Administrative..., Office Management, Lease Administration, Leases, Real Estate, Spreadsheets, Event Planning, Outlook, Tenant, Data Entry, Customer Service, Lotus Notes, Office Administration, File Management, Clerical Skills
Education
Tennessee Temple University 1988 — 1991
Bachelor of Science (BS), Administrative Management
Chadwick Lee Chadwick Lee's Edward Jones Experience May 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2011 - Present
Spring-Klein Chamber of Commerce 2013 - 2014
Skills
401k Rollovers, Annuities, Business Retirement..., College Savings Plans, Stocks, Bonds, Estate Planning, IRAs, Long-term Care, Life Insurance, Retirement Plan..., Investor Education
Education
Texas Southern University 2000 — 2002
Master of Business Administration (MBA), Business Administration, Management and Operations
Texas Southern University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Edward Jones May 2011 - Present
Spring-Klein Chamber of Commerce 2013 - 2014
Skills
401k Rollovers, Annuities, Business Retirement..., College Savings Plans, Stocks, Bonds, Estate Planning, IRAs, Long-term Care, Life Insurance, Retirement Plan..., Investor Education
Education
Texas Southern University 2000 — 2002
Master of Business Administration (MBA), Business Administration, Management and Operations
Texas Southern University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pat Hedge Pat Hedge's Edward Jones Experience October 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2009 - Present
Skills
Financial Advisor, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Securities, IRAs, 401k, 401k Rollovers
Education
Tennessee Temple University 1985 — 1989
Marketing/Marketing Management, General
Tennessee Temple University 1985 — 1989
Marketing/Marketing Management, General
Edward Jones October 2009 - Present
Skills
Financial Advisor, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Securities, IRAs, 401k, 401k Rollovers
Education
Tennessee Temple University 1985 — 1989
Marketing/Marketing Management, General
Tennessee Temple University 1985 — 1989
Marketing/Marketing Management, General
Greg Browning Greg Browning's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Financial Analysis, Insurance, Investments, Strategic Planning
Education
Texas A&M University 1995 — 2000
Economics, Economics
Edward Jones
Skills
Financial Analysis, Insurance, Investments, Strategic Planning
Education
Texas A&M University 1995 — 2000
Economics, Economics
Humphrey G. Thomas, CDFA™, AAMS®'s Edward Jones Experience February 2005 - April 2012
Job Financial Advisor| Certified Divorce Financial Analyst® Serving √Business Owners √Professionals √Families in Transition
Industry Financial Services
Experience
Thomas Divorce Advisors, LLC December 2013 - Present
HG THOMAS WEALTH MANAGEMENT May 2012 - Present
Edward Jones February 2005 - April 2012
Manna June 2002 - December 2004
Arthur Anderson January 2001 - June 2001
Skills
Strategic Financial..., Series 7, Saving for Education, Uniform Combined State..., 401k Rollovers, Investment Advisory, Retirement Planning, College Savings Plans, Wealth Management, Portfolio Management, Investment Strategies, Securities, Investments, Financial Services, Financial Advisory, Financial Risk, FINRA, Asset Allocation, Mutual Funds, Finance, Estate Planning, Fixed Annuities, Retirement, Series 63, Financial Planners, Series 6, Hedge Funds, Asset Management, ETFs, Life Insurance, IRAs, Series 24, Insurance, 529 Plans, Series 65, Alternative Investments, Long Term Care Insurance, College Education..., Wealth Management..., 401k, Wealth Accumulation, Retirement Savings, Personal Financial..., Investment Management, Retirement Plan..., Investment Advisory..., Pensions, Life, Long-term Care, Due Diligence
Education
Maastricht University 1996 — 2001
International Business
Texas A&M University 2000 — 2000
International Business
PSC
Thomas Divorce Advisors, LLC December 2013 - Present
HG THOMAS WEALTH MANAGEMENT May 2012 - Present
Edward Jones February 2005 - April 2012
Manna June 2002 - December 2004
Arthur Anderson January 2001 - June 2001
Skills
Strategic Financial..., Series 7, Saving for Education, Uniform Combined State..., 401k Rollovers, Investment Advisory, Retirement Planning, College Savings Plans, Wealth Management, Portfolio Management, Investment Strategies, Securities, Investments, Financial Services, Financial Advisory, Financial Risk, FINRA, Asset Allocation, Mutual Funds, Finance, Estate Planning, Fixed Annuities, Retirement, Series 63, Financial Planners, Series 6, Hedge Funds, Asset Management, ETFs, Life Insurance, IRAs, Series 24, Insurance, 529 Plans, Series 65, Alternative Investments, Long Term Care Insurance, College Education..., Wealth Management..., 401k, Wealth Accumulation, Retirement Savings, Personal Financial..., Investment Management, Retirement Plan..., Investment Advisory..., Pensions, Life, Long-term Care, Due Diligence
Education
Maastricht University 1996 — 2001
International Business
Texas A&M University 2000 — 2000
International Business
PSC
Chris Mattox's Edward Jones Experience May 2004 - October 2004
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Helix Trading July 2011 - May 2012
Fidelity Investments June 2010 - June 2011
Fidelity Investments January 2007 - June 2010
Fidelity Investments July 2006 - December 2006
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2004 - November 2004
Edward Jones May 2004 - October 2004
Dynegy May 2001 - December 2003
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Income, Trading, Mergers & Acquisitions, Strategy, Series 7, Management, Series 63, Retirement Planning, Financial Services, Investment Management, Hedge Funds, Sales Management, ETFs, Business Development, Entrepreneurship, Financial Planning
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Economics
Texas A&M University, College 2000 — 2004
Bachelor of Science, Economics
Fisher Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Helix Trading July 2011 - May 2012
Fidelity Investments June 2010 - June 2011
Fidelity Investments January 2007 - June 2010
Fidelity Investments July 2006 - December 2006
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2004 - November 2004
Edward Jones May 2004 - October 2004
Dynegy May 2001 - December 2003
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Income, Trading, Mergers & Acquisitions, Strategy, Series 7, Management, Series 63, Retirement Planning, Financial Services, Investment Management, Hedge Funds, Sales Management, ETFs, Business Development, Entrepreneurship, Financial Planning
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Economics
Texas A&M University, College 2000 — 2004
Bachelor of Science, Economics
Ora Jones Ora Jones's Edward Jones Experience September 1997 - January 1999
Job at Reliant Realty
Industry Real Estate
Experience
Reliant Realty/Era Powered May 2009 - Present
Edward Jones September 1997 - January 1999
Skills
Real Estate, Sellers, e-PRO, Public Speaking, Buyers, ABR, Customer Service, Negotiation, Marketing, Relocation, Buyer Representation, Move Up Buyers, Home Staging, Listing Homes, National Association of..., Real Estate License, Existing Home Sales, First Time Home Buyers, HUD, Single Family Homes, Condos, New Home Sales, Townhomes, Listings, Investors, Investment Properties
Education
University of Phoenix 2010 — 2011
BS, Human Resources
Tennessee State University 1999 — 2003
Reliant Realty/Era Powered May 2009 - Present
Edward Jones September 1997 - January 1999
Skills
Real Estate, Sellers, e-PRO, Public Speaking, Buyers, ABR, Customer Service, Negotiation, Marketing, Relocation, Buyer Representation, Move Up Buyers, Home Staging, Listing Homes, National Association of..., Real Estate License, Existing Home Sales, First Time Home Buyers, HUD, Single Family Homes, Condos, New Home Sales, Townhomes, Listings, Investors, Investment Properties
Education
University of Phoenix 2010 — 2011
BS, Human Resources
Tennessee State University 1999 — 2003
Robert Appling Robert Appling's Edward Jones Experience September 2004 - October 2007
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Mercer November 2007 - December 2014
Hammond Associates November 2007 - January 2011
Edward Jones September 2004 - October 2007
American Express Financial Advisors December 2003 - September 2004
Skills
Pensions, Employee Benefits, Performance Management, Defined Benefit, Investments, Endowments, Endowment Funds, Foundations, Defined Contribution, Investment Advisory, Alternative Investments, Outsourced Solutions, Investment Strategies, Asset Allocation
Education
Texas A&M University
Bachelor of Science (BS), Economics
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance, General
Wilshire Associates January 2015 - Present
Mercer November 2007 - December 2014
Hammond Associates November 2007 - January 2011
Edward Jones September 2004 - October 2007
American Express Financial Advisors December 2003 - September 2004
Skills
Pensions, Employee Benefits, Performance Management, Defined Benefit, Investments, Endowments, Endowment Funds, Foundations, Defined Contribution, Investment Advisory, Alternative Investments, Outsourced Solutions, Investment Strategies, Asset Allocation
Education
Texas A&M University
Bachelor of Science (BS), Economics
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance, General
Sarita Null, AAMS ® CRC ® Sarita Null, AAMS ® CRC ®'s Edward Jones Experience May 2004 - August 2012
Job Investment Adviser Representative
Industry Investment Management
Experience
Nationwide Financial - Nationwide Retirement Solutions June 2014 - Present
Growth InSight, HRD Consulting 1995 - May 2014
SWBC Investments, LLC August 2012 - February 2014
Edward Jones May 2004 - August 2012
CHRISTUS Spohn Health System 1991 - 2004
Skills
Psychotherapy, Investment Advisory, Financial Therapy, Risk Management, Wealth Management, Investments, Coaching, Insurance, Team Building, Mutual Funds, Training, Crisis Management, Strategic Financial..., Nonprofits, Consultative Selling, Compliance, Critical Incident..., Critical Incident..., Wealth Transfer..., Change Management, Conflict Resolution, Securities, Counseling, Financial Planning, Insurance Planning, Critical Incident..., Grief Counseling, Death and Dying, Hospice, Life Insurance, Retirement Planning, Business Development, Series 7
Education
Texas A&M University-Corpus Christi 1999 — 2002
MBA, General Business
Texas A&M University-Corpus Christi 1989 — 1991
MS, Counseling
The University of Texas at Austin 1981 — 1988
BA, Economics
Refugio High School
Nationwide Financial - Nationwide Retirement Solutions June 2014 - Present
Growth InSight, HRD Consulting 1995 - May 2014
SWBC Investments, LLC August 2012 - February 2014
Edward Jones May 2004 - August 2012
CHRISTUS Spohn Health System 1991 - 2004
Skills
Psychotherapy, Investment Advisory, Financial Therapy, Risk Management, Wealth Management, Investments, Coaching, Insurance, Team Building, Mutual Funds, Training, Crisis Management, Strategic Financial..., Nonprofits, Consultative Selling, Compliance, Critical Incident..., Critical Incident..., Wealth Transfer..., Change Management, Conflict Resolution, Securities, Counseling, Financial Planning, Insurance Planning, Critical Incident..., Grief Counseling, Death and Dying, Hospice, Life Insurance, Retirement Planning, Business Development, Series 7
Education
Texas A&M University-Corpus Christi 1999 — 2002
MBA, General Business
Texas A&M University-Corpus Christi 1989 — 1991
MS, Counseling
The University of Texas at Austin 1981 — 1988
BA, Economics
Refugio High School
Jeff Stefek Jeff Stefek's Edward Jones Experience March 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones March 2008 - Present
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance
Gary Glick, CFP®, AAMS® Gary Glick, CFP®, AAMS®'s Edward Jones Experience February 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1996 - Present
Compass Brokerages January 1994 - January 1996
Skills
Series 7, Investment Advisory, Investments, IRAs, Mutual Funds, Retirement, Asset Allocation, Fixed Annuities, Securities, Investment Strategies, Financial Advisory, 401k, Equities, Estate and legacy...
Education
Texas A&M University 1978 — 1981
Bachelor of Science (BS), Agricultural Economics
Edward Jones February 1996 - Present
Compass Brokerages January 1994 - January 1996
Skills
Series 7, Investment Advisory, Investments, IRAs, Mutual Funds, Retirement, Asset Allocation, Fixed Annuities, Securities, Investment Strategies, Financial Advisory, 401k, Equities, Estate and legacy...
Education
Texas A&M University 1978 — 1981
Bachelor of Science (BS), Agricultural Economics
August Gildner, CFA's Edward Jones Experience October 2004 - June 2006
Job Vice President at GrowCo Capital, LLC
Industry Investment Management
Experience
GrowCo Capital May 2015 - Present
Cowtown Angels May 2014 - May 2015
ValueScope, Inc. February 2015 - April 2015
Basic Energy Services April 2014 - December 2014
William C. Conner Educational Investment Fund May 2014 - August 2014
Markit October 2010 - July 2013
Markit November 2007 - October 2010
Thomson Reuters August 2006 - October 2007
Edward Jones October 2004 - June 2006
Skills
Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equities, Portfolio Management, Structured Finance, Financial Modeling, Financial Markets, Asset Management, Bloomberg, Bonds, Alternative Investments, Securities, Oil & Gas, Financial Analysis, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
MBA, Finance, General
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics and German
GrowCo Capital May 2015 - Present
Cowtown Angels May 2014 - May 2015
ValueScope, Inc. February 2015 - April 2015
Basic Energy Services April 2014 - December 2014
William C. Conner Educational Investment Fund May 2014 - August 2014
Markit October 2010 - July 2013
Markit November 2007 - October 2010
Thomson Reuters August 2006 - October 2007
Edward Jones October 2004 - June 2006
Skills
Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equities, Portfolio Management, Structured Finance, Financial Modeling, Financial Markets, Asset Management, Bloomberg, Bonds, Alternative Investments, Securities, Oil & Gas, Financial Analysis, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
MBA, Finance, General
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics and German
Bruce Wirin Bruce Wirin's Edward Jones Experience March 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2005 - Present
Education
Tulane University Law School 1992 — 1996
Doctor of Law (JD)
Texas Christian University 1987 — 1992
Bachelor of Arts (BA)
Cheyenne Mountain High School 1983 — 1986
Edward Jones March 2005 - Present
Education
Tulane University Law School 1992 — 1996
Doctor of Law (JD)
Texas Christian University 1987 — 1992
Bachelor of Arts (BA)
Cheyenne Mountain High School 1983 — 1986
Lacee D. Rasar Lacee D. Rasar's Edward Jones Experience July 2013 - September 2013
Job Administrative Technician at Results Physiotherapy
Industry Higher Education
Experience
Results Physiotherapy March 2014 - Present
Lake Ocoee Inn and Marina May 2013 - Present
Tusculum College September 2013 - February 2014
Edward Jones July 2013 - September 2013
Buffalo Wild Wings October 2011 - September 2013
Colvig Silver Camps June 2012 - August 2012
Tennessee Wesleyan College January 2009 - May 2012
Tennessee Wesleyan College August 2011 - January 2012
Camp Woodmont May 2010 - August 2011
Ocoee Heat Junior Olympic Volleyball Club November 2010 - May 2011
Skills
Administrative Work, Sport Administration, Coaching, Volleyball, Student Programming, Outdoors, Backpacking, Customer Service, Train New Employees, Clerical Work, Exercise, Planning and Leadership, Fitness, Microcomputer..., Data Entry, Management, PowerPoint, Microsoft Excel, Leadership, Training, Budgets, Access, Event Planning, Microsoft Office, Microsoft Word, Higher Education, Public Speaking, Leadership Development, Boating, Tourism, Tour Planning, Marinas, Retail, New Restaurant Openings, Restaurants, Bartending, New Hire Training, Student Affairs, Student Development, Project Planning, Outlook, Time Management, Critical Thinking, Process Scheduler, Social Media, Team Leadership, Staff Development, Social Networking, Teamwork, Editing
Education
Tennessee Wesleyan College 2008 — 2012
Bachelor of Science (B.S.), Exericse and Sport Science, Sport and Fitness Management
Results Physiotherapy March 2014 - Present
Lake Ocoee Inn and Marina May 2013 - Present
Tusculum College September 2013 - February 2014
Edward Jones July 2013 - September 2013
Buffalo Wild Wings October 2011 - September 2013
Colvig Silver Camps June 2012 - August 2012
Tennessee Wesleyan College January 2009 - May 2012
Tennessee Wesleyan College August 2011 - January 2012
Camp Woodmont May 2010 - August 2011
Ocoee Heat Junior Olympic Volleyball Club November 2010 - May 2011
Skills
Administrative Work, Sport Administration, Coaching, Volleyball, Student Programming, Outdoors, Backpacking, Customer Service, Train New Employees, Clerical Work, Exercise, Planning and Leadership, Fitness, Microcomputer..., Data Entry, Management, PowerPoint, Microsoft Excel, Leadership, Training, Budgets, Access, Event Planning, Microsoft Office, Microsoft Word, Higher Education, Public Speaking, Leadership Development, Boating, Tourism, Tour Planning, Marinas, Retail, New Restaurant Openings, Restaurants, Bartending, New Hire Training, Student Affairs, Student Development, Project Planning, Outlook, Time Management, Critical Thinking, Process Scheduler, Social Media, Team Leadership, Staff Development, Social Networking, Teamwork, Editing
Education
Tennessee Wesleyan College 2008 — 2012
Bachelor of Science (B.S.), Exericse and Sport Science, Sport and Fitness Management
Jeff Givens, CFP® Jeff Givens, CFP®'s Edward Jones Experience May 2009 - February 2013
Job Workplace Planning and Guidance Consultant I at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Edward Jones May 2009 - February 2013
Education
Tennessee Technological University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.75
Fidelity Investments February 2013 - Present
Edward Jones May 2009 - February 2013
Education
Tennessee Technological University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.75
Amanda DeBord Amanda DeBord's Edward Jones Experience June 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones June 2014 - Present
SunTrust Bank August 2011 - June 2014
Regions Bank October 2007 - August 2011
Skills
Financial Analysis, Loans, Cash Management, Banking
Education
Tennessee Wesleyan College 2011 — 2013
Accounting and Business Management, Accounting, 3.6
Edward Jones June 2014 - Present
SunTrust Bank August 2011 - June 2014
Regions Bank October 2007 - August 2011
Skills
Financial Analysis, Loans, Cash Management, Banking
Education
Tennessee Wesleyan College 2011 — 2013
Accounting and Business Management, Accounting, 3.6
Melissa A. Reed, AAMS Melissa A. Reed, AAMS's Edward Jones Experience April 2007 - June 2011
Job Regional Life Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2012 - Present
Merrill Lynch June 2011 - July 2012
Edward Jones April 2007 - June 2011
Skills
Series 7, Insurance, Retirement, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Multi-generational..., Series 63, Financial Advisory, Investment Strategies, Financial Services
Education
Texas State University 2002 — 2003
Bachelor's of Science, Criminal Justice
The University of Kansas 1997 — 2000
Lincoln Financial Distributors July 2012 - Present
Merrill Lynch June 2011 - July 2012
Edward Jones April 2007 - June 2011
Skills
Series 7, Insurance, Retirement, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Multi-generational..., Series 63, Financial Advisory, Investment Strategies, Financial Services
Education
Texas State University 2002 — 2003
Bachelor's of Science, Criminal Justice
The University of Kansas 1997 — 2000
Cruncher Gant, CRPC, CRPS Cruncher Gant, CRPC, CRPS's Edward Jones Experience June 2006 - April 2012
Job Registered Investment Advisor
Industry Financial Services
Experience
Hutchinson Financial, Inc. April 2012 - Present
Edward Jones June 2006 - April 2012
See-Comm 2005 - 2006
AT&T 1999 - 2005
United States Air Force 1994 - 1999
Education
Texas A&M University-Texarkana 2004 — 2006
Bachelor of Applied Arts and Science
Hutchinson Financial, Inc. April 2012 - Present
Edward Jones June 2006 - April 2012
See-Comm 2005 - 2006
AT&T 1999 - 2005
United States Air Force 1994 - 1999
Education
Texas A&M University-Texarkana 2004 — 2006
Bachelor of Applied Arts and Science
Shannon Blease Nickel's Edward Jones Experience January 2010 - April 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Edward Jones January 2010 - April 2012
Morgan Stanley Smith Barney January 2008 - January 2010
Education
Texas Christian University
Merrill Lynch May 2012 - Present
Edward Jones January 2010 - April 2012
Morgan Stanley Smith Barney January 2008 - January 2010
Education
Texas Christian University
Jeff Smalla Jeff Smalla's Edward Jones Experience September 2010 - January 2012
Job Corporate Trainer at Innovative Medical Systems
Industry Hospital & Health Care
Experience
Innovative Medical September 2012 - Present
Self Employed January 2012 - September 2012
Edward Jones September 2010 - January 2012
Moline Baptist Church July 1995 - July 2010
North Grove Evangelical Church August 1988 - June 1995
Skills
Public Speaking, Training, Staff Development, Wealth Management, Retirement Planning, Investments, Financial Planning, Series 7, Insurance, Personal Finance
Education
Temple Theological Seminary 1984 — 1988
Masters of Divinity, Theology/Theological Studies
Tennessee Temple University 1980 — 1984
BA, Communications
Innovative Medical September 2012 - Present
Self Employed January 2012 - September 2012
Edward Jones September 2010 - January 2012
Moline Baptist Church July 1995 - July 2010
North Grove Evangelical Church August 1988 - June 1995
Skills
Public Speaking, Training, Staff Development, Wealth Management, Retirement Planning, Investments, Financial Planning, Series 7, Insurance, Personal Finance
Education
Temple Theological Seminary 1984 — 1988
Masters of Divinity, Theology/Theological Studies
Tennessee Temple University 1980 — 1984
BA, Communications
Jim Woodruff Jim Woodruff's Edward Jones Experience December 1998 - September 2005
Job Financial AdvisorRamond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2005 - Present
Edward Jones December 1998 - September 2005
Thrivent Financial for Lutherans May 1995 - December 1998
Skills
Wealth Management, Retirement, 401k Rollovers, Charitable Giving, Investment Advisory
Education
Texas A&M University-Commerce 1984 — 1987
Bachelor of Business Administration (BBA), Marketing
Berkner High School 1980 — 1983
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2005 - Present
Edward Jones December 1998 - September 2005
Thrivent Financial for Lutherans May 1995 - December 1998
Skills
Wealth Management, Retirement, 401k Rollovers, Charitable Giving, Investment Advisory
Education
Texas A&M University-Commerce 1984 — 1987
Bachelor of Business Administration (BBA), Marketing
Berkner High School 1980 — 1983
Marjorie Richesin Marjorie Richesin's Edward Jones Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge 2011 - Present
Edward Jones 2008 - 2010
Financial Industries Corp 2006 - 2008
Financial Industries Corp 2005 - 2006
Financial Industries Corp 2002 - 2005
Financial Industries Corp 1995 - 2002
Skills
Investments, Asset Allocation, Insurance, Common Sense, Series 7, Series 66, Analysis, Building Relationships, Public Speaking, Strategic Thinking, Money Management, Retirement Planning, Retirement, Uniform Combined State..., Time Management, Mutual Funds, Employee Benefits, 401k, Wealth Management, Finance, Strategic Financial..., Financial Services, Fixed Annuities, Financial Advisory, IRAs, Securities, Life Insurance, Financial Planning
Education
Texas State University 1997 — 1999
MBA, Business & Finance
University of Mary Hardin-Baylor 1990 — 1993
BBA, Economics & Finance
Merrill Edge 2011 - Present
Edward Jones 2008 - 2010
Financial Industries Corp 2006 - 2008
Financial Industries Corp 2005 - 2006
Financial Industries Corp 2002 - 2005
Financial Industries Corp 1995 - 2002
Skills
Investments, Asset Allocation, Insurance, Common Sense, Series 7, Series 66, Analysis, Building Relationships, Public Speaking, Strategic Thinking, Money Management, Retirement Planning, Retirement, Uniform Combined State..., Time Management, Mutual Funds, Employee Benefits, 401k, Wealth Management, Finance, Strategic Financial..., Financial Services, Fixed Annuities, Financial Advisory, IRAs, Securities, Life Insurance, Financial Planning
Education
Texas State University 1997 — 1999
MBA, Business & Finance
University of Mary Hardin-Baylor 1990 — 1993
BBA, Economics & Finance
Lucas Coffey Lucas Coffey's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds, Common Stock, Portfolio and..., Fixed Annuities
Education
Texas A&M University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Vista Ridge High School 2005 — 2009
Edward Jones June 2011 - Present
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds, Common Stock, Portfolio and..., Fixed Annuities
Education
Texas A&M University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Vista Ridge High School 2005 — 2009
Sarah Schimpff Sarah Schimpff's Edward Jones Experience May 2010 - December 2010
Job Public Relations Coordinator at Apex Capital Corp
Industry Public Relations and Communications
Experience
Apex Capital Corp August 2013 - Present
The Starr Conspiracy February 2013 - July 2013
Sellmark Corporation December 2010 - December 2012
Edward Jones May 2010 - December 2010
Concussion January 2010 - April 2010
Skills
Public Relations, Public Speaking, Press Releases, Social Media Marketing, Social Media, Copywriting, Blogging
Education
Texas Christian University 2006 — 2010
B.A Strategic Communication, History minor
Millard North High School 2002 — 2006
Apex Capital Corp August 2013 - Present
The Starr Conspiracy February 2013 - July 2013
Sellmark Corporation December 2010 - December 2012
Edward Jones May 2010 - December 2010
Concussion January 2010 - April 2010
Skills
Public Relations, Public Speaking, Press Releases, Social Media Marketing, Social Media, Copywriting, Blogging
Education
Texas Christian University 2006 — 2010
B.A Strategic Communication, History minor
Millard North High School 2002 — 2006
Clark Pantel's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Banking
Experience
Edward Jones February 2013 - Present
First Victoria May 2013 - February 2014
Brazos Valley Bombers May 2012 - August 2012
Skills
Typing, Communication Skills, Internal Communications, Customer Satisfaction, Customer Experience, Social Networking, Cash Handling Experience, Sales Management
Education
Texas A&M University 2011 — 2013
Bachelor of Arts (B.A.), Communications, 3.112
Blinn College 2009 — 2011
Bachelor of Arts (B.A.), Communications
Edward Jones February 2013 - Present
First Victoria May 2013 - February 2014
Brazos Valley Bombers May 2012 - August 2012
Skills
Typing, Communication Skills, Internal Communications, Customer Satisfaction, Customer Experience, Social Networking, Cash Handling Experience, Sales Management
Education
Texas A&M University 2011 — 2013
Bachelor of Arts (B.A.), Communications, 3.112
Blinn College 2009 — 2011
Bachelor of Arts (B.A.), Communications
Matthew Spezia Matthew Spezia's Edward Jones Experience October 2002 - October 2003
Job Special Care Planner Investment and ASO Assistant at MassMutual North Texas
Industry Financial Services
Experience
MassMutual North Texas July 2011 - Present
JPMorgan Chase November 2007 - March 2011
JPMorgan Chase September 2006 - November 2007
Edward Jones October 2002 - October 2003
Allstate June 2000 - July 2002
Skills
Strategic Financial..., Retirement Planning, Long-term Care, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Special Care Planning, Life Insurance, Special Needs, Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Equities, College Education..., Tax-advantaged..., Series 7, Series 65, Personal Financial..., Small Business, Executive Benefit..., Employee Benefits, Non-Qualified Deferred..., Wealth Management, Asset Management, Investment Strategies, High Net Worth..., Finance, 401k, Series 63, Financial Planning
Education
Texas A&M University 1996 — 2000
Bachelor of Arts (B.A.), Political Science
The American College 2013 — 2013
Chartered Special Needs Consultant, Financial Planning and Services, ChSNC Designation
Quince Orchard High School 1992 — 1996
High School Diploma
MassMutual North Texas July 2011 - Present
JPMorgan Chase November 2007 - March 2011
JPMorgan Chase September 2006 - November 2007
Edward Jones October 2002 - October 2003
Allstate June 2000 - July 2002
Skills
Strategic Financial..., Retirement Planning, Long-term Care, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Special Care Planning, Life Insurance, Special Needs, Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Equities, College Education..., Tax-advantaged..., Series 7, Series 65, Personal Financial..., Small Business, Executive Benefit..., Employee Benefits, Non-Qualified Deferred..., Wealth Management, Asset Management, Investment Strategies, High Net Worth..., Finance, 401k, Series 63, Financial Planning
Education
Texas A&M University 1996 — 2000
Bachelor of Arts (B.A.), Political Science
The American College 2013 — 2013
Chartered Special Needs Consultant, Financial Planning and Services, ChSNC Designation
Quince Orchard High School 1992 — 1996
High School Diploma
Kenny Tidrow's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
Edward Jones February 2015 - Present
Esurance October 2012 - January 2015
Esurance November 2011 - October 2012
GAINSCO Auto Insurance January 2010 - November 2011
GAINSCO Auto Insurance September 2009 - December 2009
GAINSCO Auto Insurance June 2009 - September 2009
GEICO October 2008 - May 2009
GEICO September 2007 - September 2008
Skills
Liability, Casualty, Insurance, Claims Management, Claim, Property Damage, Personal Injury, Subrogation, Claim Investigation, Legal Liability, Mediation, Property & Casualty..., Workers Compensation, Leadership, Liability Analysis, Litigation, Management, General Insurance, Negotiation, Professional Liability, Policy, Claims Handling, Claims Resolution, Auto Claims, Commercial Lines, Commercial Insurance, Underwriting, Fraud
Education
Texas A&M University 1998 — 2002
B.S, Agricultural Systems Management
Edward Jones February 2015 - Present
Esurance October 2012 - January 2015
Esurance November 2011 - October 2012
GAINSCO Auto Insurance January 2010 - November 2011
GAINSCO Auto Insurance September 2009 - December 2009
GAINSCO Auto Insurance June 2009 - September 2009
GEICO October 2008 - May 2009
GEICO September 2007 - September 2008
Skills
Liability, Casualty, Insurance, Claims Management, Claim, Property Damage, Personal Injury, Subrogation, Claim Investigation, Legal Liability, Mediation, Property & Casualty..., Workers Compensation, Leadership, Liability Analysis, Litigation, Management, General Insurance, Negotiation, Professional Liability, Policy, Claims Handling, Claims Resolution, Auto Claims, Commercial Lines, Commercial Insurance, Underwriting, Fraud
Education
Texas A&M University 1998 — 2002
B.S, Agricultural Systems Management
Misha Frey's Edward Jones Experience August 2005 - December 2007
Job Production Manager
Industry Retail
Experience
ProSupps USA, LLC December 2013 - Present
The Vitamin Shoppe February 2011 - June 2013
CLH Holdings, INC. October 2010 - February 2013
Dallas Police Department March 2009 - August 2009
JPMorgan Chase December 2007 - December 2008
Edward Jones August 2005 - December 2007
United States Marine Corps November 1995 - August 2005
Skills
Leadership, Training, Counterterrorism, Sales, Security, Investments, Command, Broadcast, Banking, Strategic Planning, Marketing, Microsoft Office, Customer Service
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Political Science
Broadened Opportunity For Officer Selection and Training 1999 — 2000
N/A, Pre-Collegiate
Van Alstyne High School 1991 — 1995
Diploma, Pre-Collegiate
ProSupps USA, LLC December 2013 - Present
The Vitamin Shoppe February 2011 - June 2013
CLH Holdings, INC. October 2010 - February 2013
Dallas Police Department March 2009 - August 2009
JPMorgan Chase December 2007 - December 2008
Edward Jones August 2005 - December 2007
United States Marine Corps November 1995 - August 2005
Skills
Leadership, Training, Counterterrorism, Sales, Security, Investments, Command, Broadcast, Banking, Strategic Planning, Marketing, Microsoft Office, Customer Service
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Political Science
Broadened Opportunity For Officer Selection and Training 1999 — 2000
N/A, Pre-Collegiate
Van Alstyne High School 1991 — 1995
Diploma, Pre-Collegiate
Bryan Masten, CFP® Bryan Masten, CFP®'s Edward Jones Experience January 2006 - December 2008
Job Director of Strategic Wealth Planning at Global Financial Partners
Industry Financial Services
Experience
Global Financial Partners December 2014 - Present
Masten Wealth Management March 2009 - Present
Edward Jones January 2006 - December 2008
Skills
Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., IRAs, Wealth, Alternative Investments, Options, Fixed Income, Finance, Strategic Planning, Estate Planning, Customer Service
Education
Texas A&M University - Mays Business School 1994 — 1999
Bachelor, Business Administration
Global Financial Partners December 2014 - Present
Masten Wealth Management March 2009 - Present
Edward Jones January 2006 - December 2008
Skills
Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., IRAs, Wealth, Alternative Investments, Options, Fixed Income, Finance, Strategic Planning, Estate Planning, Customer Service
Education
Texas A&M University - Mays Business School 1994 — 1999
Bachelor, Business Administration
Jackson Roach Jackson Roach's Edward Jones Experience 2000 - 2002
Job Human Resources Professional/Management Consultant
Industry Human Resources
Experience
MPRI September 2007 - February 2008
Morris & McDaniel, Inc. 2005 - 2007
Choice Investments, Inc. 2002 - 2004
Edward Jones 2000 - 2002
Department of Army 1984 - 2000
Education
Texas A&M University 1980 — 1984
BA, Political Science
MPRI September 2007 - February 2008
Morris & McDaniel, Inc. 2005 - 2007
Choice Investments, Inc. 2002 - 2004
Edward Jones 2000 - 2002
Department of Army 1984 - 2000
Education
Texas A&M University 1980 — 1984
BA, Political Science
Elizabeth Jendrzey Elizabeth Jendrzey's Edward Jones Experience July 2014 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry Performing Arts
Experience
Edward Jones July 2014 - Present
Circle Theatre August 2013 - May 2014
TCU August 2012 - May 2014
Skills
Playwriting, Musical Theatre, Festivals, Shakespeare, Editing, Dramaturgy, Directing, Plays, Performing Arts, Public Speaking, Theatre
Education
Texas Christian University 2010 — 2014
Bachelor of Fine Arts (BFA), Theatre/Theater
Texas Christian University 2010 — 2014
Bachelor of Arts (BA), Writing, General
Edward Jones July 2014 - Present
Circle Theatre August 2013 - May 2014
TCU August 2012 - May 2014
Skills
Playwriting, Musical Theatre, Festivals, Shakespeare, Editing, Dramaturgy, Directing, Plays, Performing Arts, Public Speaking, Theatre
Education
Texas Christian University 2010 — 2014
Bachelor of Fine Arts (BFA), Theatre/Theater
Texas Christian University 2010 — 2014
Bachelor of Arts (BA), Writing, General
Sean P. Weaver, CFP®, MBA's Edward Jones Experience May 2004 - October 2004
Job Financial Advisor at WWK Wealth Advisors
Industry Investment Management
Experience
WWK Wealth Advisors November 2010 - Present
Southwest Securities November 2007 - November 2010
First MidAmerica Investment Corp. March 2007 - November 2007
ING Financial Partners October 2004 - March 2007
Edward Jones May 2004 - October 2004
American Tile Supply June 2002 - May 2004
Skills
Wealth Management, Investments, Retirement, Estate Planning, Financial Services, Finance, Financial Planners, Retirement Planning, Strategic Financial...
Education
Texas Christian University 1995 — 1999
BS, Political Science Minor in Business
The University of Dallas 2006 — 2012
MBA, Financial Services
WWK Wealth Advisors November 2010 - Present
Southwest Securities November 2007 - November 2010
First MidAmerica Investment Corp. March 2007 - November 2007
ING Financial Partners October 2004 - March 2007
Edward Jones May 2004 - October 2004
American Tile Supply June 2002 - May 2004
Skills
Wealth Management, Investments, Retirement, Estate Planning, Financial Services, Finance, Financial Planners, Retirement Planning, Strategic Financial...
Education
Texas Christian University 1995 — 1999
BS, Political Science Minor in Business
The University of Dallas 2006 — 2012
MBA, Financial Services
Shelbey Eastland Shelbey Eastland's Edward Jones Experience May 2014 - Present
Job Edward Jones Branch Office Administrator
Industry Investment Management
Experience
Edward Jones May 2014 - Present
Daymon Worldwide July 2013 - May 2014
McCoy Corporation May 2012 - July 2013
John B. Struble, DDS 2010 - 2012
Glazer's Distributors July 2008 - September 2010
Abercrombie & Fitch May 2006 - July 2008
Skills
Management, Outside Sales, Marketing, Corporate Communications, Account Management, Customer Service, Corporate Events, Events Coordination, Reporting Systems, Donations, Direct Sales, Database Admin, Executive..., Office Management, Training, Business Development, Retail, Sales, Leadership, Event Planning
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (B.A.), Speech Communication
Edward Jones May 2014 - Present
Daymon Worldwide July 2013 - May 2014
McCoy Corporation May 2012 - July 2013
John B. Struble, DDS 2010 - 2012
Glazer's Distributors July 2008 - September 2010
Abercrombie & Fitch May 2006 - July 2008
Skills
Management, Outside Sales, Marketing, Corporate Communications, Account Management, Customer Service, Corporate Events, Events Coordination, Reporting Systems, Donations, Direct Sales, Database Admin, Executive..., Office Management, Training, Business Development, Retail, Sales, Leadership, Event Planning
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (B.A.), Speech Communication
Sawyer Sikes Sawyer Sikes's Edward Jones Experience January 2010 - July 2010
Job Branch Manager, Escrow Officer at Lone Star Title
Industry Consumer Services
Experience
Lone Star Title March 2012 - Present
Lone Star Title April 2011 - March 2012
Sun City Records Management July 2010 - April 2011
Edward Jones January 2010 - July 2010
Skills
Financial Analysis, Marketing, Sales, Microsoft Excel, Titles, Investments, Mortgage Lending, Real Estate, Financial Modeling, Insurance, Customer Service, Real Estate Transactions, Microsoft Office, Strategic Financial..., Investment Properties, Contract Negotiation
Education
Texas A&M University - Mays Business School 2005 — 2009
Bachelor, Finance
Lone Star Title March 2012 - Present
Lone Star Title April 2011 - March 2012
Sun City Records Management July 2010 - April 2011
Edward Jones January 2010 - July 2010
Skills
Financial Analysis, Marketing, Sales, Microsoft Excel, Titles, Investments, Mortgage Lending, Real Estate, Financial Modeling, Insurance, Customer Service, Real Estate Transactions, Microsoft Office, Strategic Financial..., Investment Properties, Contract Negotiation
Education
Texas A&M University - Mays Business School 2005 — 2009
Bachelor, Finance
Jessica Vaughn Jessica Vaughn's Edward Jones Experience November 2010 - July 2011
Job Virtual Assistant, eaHELP
Industry Outsourcing/Offshoring
Experience
eaHELP April 2014 - Present
Perfect Smile Orthodontics August 2012 - February 2014
The Academy of Westhaven December 2011 - August 2012
Edward Jones November 2010 - July 2011
Tennessee Technological University August 2009 - August 2010
Skills
Microsoft Office, Accounting, Microsoft Excel, Budgets, Insurance, Investments, Customer Service, Financial Analysis, PowerPoint, Outlook, Microsoft Word
Education
Tennessee Technological University 2009 — 2010
Master of Business Administration (M.B.A.), International Business, 3.9
Tennessee Technological University - College of Business Administration 2007 — 2009
Bachelor's Degree, Business Administration and Management, General, 3.9
eaHELP April 2014 - Present
Perfect Smile Orthodontics August 2012 - February 2014
The Academy of Westhaven December 2011 - August 2012
Edward Jones November 2010 - July 2011
Tennessee Technological University August 2009 - August 2010
Skills
Microsoft Office, Accounting, Microsoft Excel, Budgets, Insurance, Investments, Customer Service, Financial Analysis, PowerPoint, Outlook, Microsoft Word
Education
Tennessee Technological University 2009 — 2010
Master of Business Administration (M.B.A.), International Business, 3.9
Tennessee Technological University - College of Business Administration 2007 — 2009
Bachelor's Degree, Business Administration and Management, General, 3.9
Paul Childress Paul Childress's Edward Jones Experience July 2010 - November 2013
Job Wealth Manager at Meridian Financial Strategies
Industry Financial Services
Experience
Meridian Financial Strategies November 2013 - Present
Edward Jones July 2010 - November 2013
American National Insurance July 2009 - July 2010
Childress Photographics LLC July 1996 - July 2010
Wright Camera Shop July 1996 - July 2000
Missouri Department of Conservation February 1990 - July 1996
Missouri Division of Tourism November 1986 - February 1990
Education
University of Missouri-Columbia 1983 — 1986
BA
Jefferson College 1982 — 1983
Associates of Science
Texas A&M University 1980 — 1982
Meridian Financial Strategies November 2013 - Present
Edward Jones July 2010 - November 2013
American National Insurance July 2009 - July 2010
Childress Photographics LLC July 1996 - July 2010
Wright Camera Shop July 1996 - July 2000
Missouri Department of Conservation February 1990 - July 1996
Missouri Division of Tourism November 1986 - February 1990
Education
University of Missouri-Columbia 1983 — 1986
BA
Jefferson College 1982 — 1983
Associates of Science
Texas A&M University 1980 — 1982
Karen Trekell Karen Trekell's Edward Jones Experience January 2008 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisors LLC August 2011 - Present
Edward Jones January 2008 - August 2011
Domino's Pizza February 1996 - January 2006
Skills
Series 7, Series 66, Investments, Fixed Income, Fixed Annuities, Asset Allocation, Portfolio Management, Term Life Insurance, Permanent Life Insurance, Retirement Planning, College Savings Plans, Mutual Funds, Retirement Income, Stock Market, Bonds
Education
Texas A&M University 1982 — 1986
Bachelor of Environmental Design, Architecture
Cetera Advisors LLC August 2011 - Present
Edward Jones January 2008 - August 2011
Domino's Pizza February 1996 - January 2006
Skills
Series 7, Series 66, Investments, Fixed Income, Fixed Annuities, Asset Allocation, Portfolio Management, Term Life Insurance, Permanent Life Insurance, Retirement Planning, College Savings Plans, Mutual Funds, Retirement Income, Stock Market, Bonds
Education
Texas A&M University 1982 — 1986
Bachelor of Environmental Design, Architecture
Ashley Bettis Ashley Bettis's Edward Jones Experience August 2008 - December 2008
Job Geometry Teacher at Northwest High School
Industry Education Management
Experience
Northwest High School November 2013 - Present
Heath Harris State Farm Insurance July 2013 - November 2013
Jacy Guynes State Farm Insurance February 2013 - July 2013
State Farm Insurance December 2008 - February 2013
Edward Jones August 2008 - December 2008
Loupot's Bookstore December 2005 - July 2008
Skills
Familiar with..., Microsoft Publisher, Microsoft Word, Outlook, Customer Service, Customer Oriented, Microsoft Excel, Microsoft Power Point, Microsoft Office..., PowerPoint, Training, Time Management, Analysis, Administrative..., Property & Casualty..., Budgets, Insurance, Sales, Marketing
Education
Texas A&M University 2004 — 2008
Bachelor of Science, Major in Mathematics, Minor in Economics
Rusk High School 2000 — 2004
High School Diploma
Northwest High School November 2013 - Present
Heath Harris State Farm Insurance July 2013 - November 2013
Jacy Guynes State Farm Insurance February 2013 - July 2013
State Farm Insurance December 2008 - February 2013
Edward Jones August 2008 - December 2008
Loupot's Bookstore December 2005 - July 2008
Skills
Familiar with..., Microsoft Publisher, Microsoft Word, Outlook, Customer Service, Customer Oriented, Microsoft Excel, Microsoft Power Point, Microsoft Office..., PowerPoint, Training, Time Management, Analysis, Administrative..., Property & Casualty..., Budgets, Insurance, Sales, Marketing
Education
Texas A&M University 2004 — 2008
Bachelor of Science, Major in Mathematics, Minor in Economics
Rusk High School 2000 — 2004
High School Diploma
Susan Groscost Susan Groscost's Edward Jones Experience March 2004 - July 2006
Job Interpreter
Industry Consumer Services
Experience
Cleveland Hearing & Speech Center September 2014 - Present
Lakeside Chautauqua June 2012 - August 2014
American School for the Deaf January 2014 - May 2014
Rachel Wixey & Associates 2013 - January 2014
The University of Cincinnati March 2012 - June 2012
Sandusky County YMCA October 2010 - March 2012
AVI Foodsystems November 2009 - October 2010
Sandusky Area YMCA December 2008 - November 2009
Edward Jones March 2004 - July 2006
Huntington National Bank January 2004 - March 2004
Skills
American Sign Language, Typing, Microsoft Office, Supervising, Switchboard Operator, Transcription, Telephone Skills, Accounts Payable
Education
University of Cincinnati 2008 — 2012
Bachelor of Science (BS), Special Education/Sign Language Interpreting
Terra State Community College 2006 — 2008
Associate of Arts (AA), American Sign Language (ASL)
Cleveland Hearing & Speech Center September 2014 - Present
Lakeside Chautauqua June 2012 - August 2014
American School for the Deaf January 2014 - May 2014
Rachel Wixey & Associates 2013 - January 2014
The University of Cincinnati March 2012 - June 2012
Sandusky County YMCA October 2010 - March 2012
AVI Foodsystems November 2009 - October 2010
Sandusky Area YMCA December 2008 - November 2009
Edward Jones March 2004 - July 2006
Huntington National Bank January 2004 - March 2004
Skills
American Sign Language, Typing, Microsoft Office, Supervising, Switchboard Operator, Transcription, Telephone Skills, Accounts Payable
Education
University of Cincinnati 2008 — 2012
Bachelor of Science (BS), Special Education/Sign Language Interpreting
Terra State Community College 2006 — 2008
Associate of Arts (AA), American Sign Language (ASL)
Emily Oldham, CFP® Emily Oldham, CFP®'s Edward Jones Experience June 2006 - December 2007
Job Insurance Specialist at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services January 2008 - Present
Edward Jones June 2006 - December 2007
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Agribusiness
H.D. Vest Financial Services January 2008 - Present
Edward Jones June 2006 - December 2007
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Agribusiness
Nichelle Davis Nichelle Davis's Edward Jones Experience July 2013 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones July 2013 - Present
Texas Grain and Feed October 2011 - July 2013
National Association of State Departments of Agriculture June 2011 - October 2011
Texas A&M Foundation August 2008 - May 2011
Skills
Event Planning, Fundraising, Public Relations, Public Speaking, Social Media, Marketing Communications, Social Media Marketing
Education
Texas A&M University 2008 — 2011
Agricultural Communications and Journalism
Edward Jones July 2013 - Present
Texas Grain and Feed October 2011 - July 2013
National Association of State Departments of Agriculture June 2011 - October 2011
Texas A&M Foundation August 2008 - May 2011
Skills
Event Planning, Fundraising, Public Relations, Public Speaking, Social Media, Marketing Communications, Social Media Marketing
Education
Texas A&M University 2008 — 2011
Agricultural Communications and Journalism
Frank Aswad Frank Aswad's Edward Jones Experience September 2001 - Present
Job financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2001 - Present
Education
Texas A&M University 1994 — 1998
BBA, Finance
Katy High School
Edward Jones September 2001 - Present
Education
Texas A&M University 1994 — 1998
BBA, Finance
Katy High School
Doug Hicks Doug Hicks's Edward Jones Experience 2001 - 2005
Job Financial Advisor at The Barry W. Tate Group, a Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
The Barry W. Tate Group, a Financial Advisory Practice of Ameriprise Financial Services, Inc. November 2014 - Present
Prosperity Bank investment services January 2006 - November 2014
Edward Jones 2001 - 2005
Skills
Retirement, Wealth Management, Team Building, Mutual Funds, 529 Plans, Financial Advisory, Series 7, Risk Management, Uniform Combined State..., Securities, 401k, Insurance, Wealth Management..., Series 65, 401k Rollovers, Separately Managed..., Qualified Retirement..., Long-term Care, IRAs, Estate Planning, Wealth Accumulation, Bonds, Series 6, High Net Worth..., ETFs, Series 63, Trust Services, FINRA, Investment Strategies, Retirement Plan..., Investments, Investment Advisory, Asset Management, Strategic Financial..., Investment Management, Long Term Care Insurance, Variable Annuities, Asset Allocation, College Savings Plans, Life Insurance, Alternative Investments, Roth IRA, Retirement Planning
Education
Texas A&M University
BS
Brownwood High School 1982 — 1986
The Barry W. Tate Group, a Financial Advisory Practice of Ameriprise Financial Services, Inc. November 2014 - Present
Prosperity Bank investment services January 2006 - November 2014
Edward Jones 2001 - 2005
Skills
Retirement, Wealth Management, Team Building, Mutual Funds, 529 Plans, Financial Advisory, Series 7, Risk Management, Uniform Combined State..., Securities, 401k, Insurance, Wealth Management..., Series 65, 401k Rollovers, Separately Managed..., Qualified Retirement..., Long-term Care, IRAs, Estate Planning, Wealth Accumulation, Bonds, Series 6, High Net Worth..., ETFs, Series 63, Trust Services, FINRA, Investment Strategies, Retirement Plan..., Investments, Investment Advisory, Asset Management, Strategic Financial..., Investment Management, Long Term Care Insurance, Variable Annuities, Asset Allocation, College Savings Plans, Life Insurance, Alternative Investments, Roth IRA, Retirement Planning
Education
Texas A&M University
BS
Brownwood High School 1982 — 1986
Christopher Alcaro Christopher Alcaro's Edward Jones Experience March 2014 - January 2015
Job Accounting at Live Nation Entertainment
Industry Financial Services
Experience
Live Nation Entertainment April 2015 - Present
Edward Jones March 2014 - January 2015
CID Entertainment March 2013 - March 2014
Pearl Properties Commerical Management, LLC June 2012 - March 2013
Live Nation October 2009 - June 2012
Live Nation Studios April 2011 - May 2012
Liberty Mountain Resort December 2003 - January 2008
Skills
Social Media, Microsoft Excel
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.)- Finance, Minors- English & MIS
Gettysburg Area High School 2003 — 2007
Live Nation Entertainment April 2015 - Present
Edward Jones March 2014 - January 2015
CID Entertainment March 2013 - March 2014
Pearl Properties Commerical Management, LLC June 2012 - March 2013
Live Nation October 2009 - June 2012
Live Nation Studios April 2011 - May 2012
Liberty Mountain Resort December 2003 - January 2008
Skills
Social Media, Microsoft Excel
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.)- Finance, Minors- English & MIS
Gettysburg Area High School 2003 — 2007
Robert S. Henson, CMC Robert S. Henson, CMC's Edward Jones Experience November 2011 - October 2013
Job Executive Advisor
Industry Management Consulting
Experience
BusinessAnalytics October 2013 - Present
Edward Jones November 2011 - October 2013
IBM December 2006 - June 2010
IBM January 2003 - December 2006
IBM January 2000 - January 2003
IBM January 1997 - January 2000
IBM January 1994 - December 1997
IBM May 1981 - January 1994
Beckman Instruments, Inc. 1976 - 1981
Skills
Analytical / Research, Computer / Technical..., Leadership / Management..., Marketing Communications, Partner Marketing, Alliance Marketing, Marketing Strategy, Demand Generation, Industry Marketing, Competitive Strategies, Competitive Strategy, Marketing Materials, Marketing Management, Partner Programs, Channel Support, Market Analysis, Social Media Marketing, Project Planning, Channel, Problem Solving, Marketing, Time Management, Communication, Research, Go-to-market Strategy, Product Marketing, Strategy, Business Alliances, Sales Enablement, Cross-functional Team..., Thought Leadership, Multi-channel Marketing, Business Development, Partner Management, Strategic Alliances, Segmentation, B2B Marketing, Analyst Relations, ISV, Management, Marketing Automation, Financial Analysis, Wealth Management, Retirement Planning, Planning / Organizing, Flexibility and..., Reasoning / Creativity..., Value Proposition..., Marketing ROI, Article Marketing
Education
Texas A&M University 1969 — 1975
Bachelor of Arts, Zoology, Mathematics, and Chemistry
The University of Texas at Austin 1995 — 1996
Marketing Certificate, Marketing Management
BusinessAnalytics October 2013 - Present
Edward Jones November 2011 - October 2013
IBM December 2006 - June 2010
IBM January 2003 - December 2006
IBM January 2000 - January 2003
IBM January 1997 - January 2000
IBM January 1994 - December 1997
IBM May 1981 - January 1994
Beckman Instruments, Inc. 1976 - 1981
Skills
Analytical / Research, Computer / Technical..., Leadership / Management..., Marketing Communications, Partner Marketing, Alliance Marketing, Marketing Strategy, Demand Generation, Industry Marketing, Competitive Strategies, Competitive Strategy, Marketing Materials, Marketing Management, Partner Programs, Channel Support, Market Analysis, Social Media Marketing, Project Planning, Channel, Problem Solving, Marketing, Time Management, Communication, Research, Go-to-market Strategy, Product Marketing, Strategy, Business Alliances, Sales Enablement, Cross-functional Team..., Thought Leadership, Multi-channel Marketing, Business Development, Partner Management, Strategic Alliances, Segmentation, B2B Marketing, Analyst Relations, ISV, Management, Marketing Automation, Financial Analysis, Wealth Management, Retirement Planning, Planning / Organizing, Flexibility and..., Reasoning / Creativity..., Value Proposition..., Marketing ROI, Article Marketing
Education
Texas A&M University 1969 — 1975
Bachelor of Arts, Zoology, Mathematics, and Chemistry
The University of Texas at Austin 1995 — 1996
Marketing Certificate, Marketing Management
Phyllis White Phyllis White's Edward Jones Experience December 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Real Estate
Experience
Edward Jones December 2008 - Present
C-21 Alliance Properties September 1998 - Present
Keller Williams 1998 - 2011
Mica Crane Service September 1999 - April 2003
Education
Texas A&M University 1998 — 1998
Edward Jones December 2008 - Present
C-21 Alliance Properties September 1998 - Present
Keller Williams 1998 - 2011
Mica Crane Service September 1999 - April 2003
Education
Texas A&M University 1998 — 1998
Lance Price Lance Price's Edward Jones Experience 1999 - 2001
Job President of WestWind Homes
Industry Construction
Experience
WestWind Homes January 2009 - Present
WestWind Homes January 2007 - January 2009
edward jones 1999 - 2001
Edward Jones May 1999 - December 2000
Price Construction, Inc. July 1994 - March 1999
Skills
Contract Negotiation, Residential Homes, Negotiation, Real Estate, Construction, Selling, Sales Management, Sales, New Business Development, Customer Service, Contract Management, Investment Properties, Real Estate Development, Strategic Planning, Budgets, Property Management, Single Family Homes, Team Building, Small Business, Sellers, Purchasing, Operations Management, Marketing, Process Scheduler, Direct Sales, Commercial Real Estate, Business Development, Land Acquisition, Management, Property, New Home Sales, Investors, Real Estate Transactions, Foreclosures, Leases, Luxury, Team Leadership
Education
Texas A&M International University 1994 — 1999
BBA, Finacnce
WestWind Homes January 2009 - Present
WestWind Homes January 2007 - January 2009
edward jones 1999 - 2001
Edward Jones May 1999 - December 2000
Price Construction, Inc. July 1994 - March 1999
Skills
Contract Negotiation, Residential Homes, Negotiation, Real Estate, Construction, Selling, Sales Management, Sales, New Business Development, Customer Service, Contract Management, Investment Properties, Real Estate Development, Strategic Planning, Budgets, Property Management, Single Family Homes, Team Building, Small Business, Sellers, Purchasing, Operations Management, Marketing, Process Scheduler, Direct Sales, Commercial Real Estate, Business Development, Land Acquisition, Management, Property, New Home Sales, Investors, Real Estate Transactions, Foreclosures, Leases, Luxury, Team Leadership
Education
Texas A&M International University 1994 — 1999
BBA, Finacnce
Michael Duffey, ARM® Michael Duffey, ARM®'s Edward Jones Experience April 2010 - October 2010
Job Community Director at Madison Apartment Group
Industry Financial Services
Experience
Madison Apartment Group February 2013 - Present
Camden Property Trust March 2011 - September 2012
Edward Jones April 2010 - October 2010
Skills
Event Planning, Microsoft Excel, Customer Service, Marketing, Real Estate, Marketing Strategy, PowerPoint, Investments, Microsoft Word, Social Media, Account Management, Property Management, Business Planning, Business Process..., Community Outreach
Education
Temple University - Fox School of Business and Management 2005 — 2009
B.B.A, Finance and Real Estate
Madison Apartment Group February 2013 - Present
Camden Property Trust March 2011 - September 2012
Edward Jones April 2010 - October 2010
Skills
Event Planning, Microsoft Excel, Customer Service, Marketing, Real Estate, Marketing Strategy, PowerPoint, Investments, Microsoft Word, Social Media, Account Management, Property Management, Business Planning, Business Process..., Community Outreach
Education
Temple University - Fox School of Business and Management 2005 — 2009
B.B.A, Finance and Real Estate
Jordan Podval Jordan Podval's Edward Jones Experience August 2012 - December 2012
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Edward Jones August 2012 - December 2012
State National Companies December 2004 - August 2012
State National December 2003 - November 2004
State National June 2002 - December 2003
AMERICAN FAMILY LIFE ASSURANCE COMPANY January 2002 - July 2002
Skills
Insurance, Customer Service, Training, Interviews, Management, Leadership, Process Improvement, Coaching, Auditing, Call Centers, Microsoft Excel, Sales, Team Building, Strategic Planning, Finance, Investments, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
BBA, Management
Texas Christian University
Bachelors, Business Administration; Management
Southwest High School 1992 — 1996
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Edward Jones August 2012 - December 2012
State National Companies December 2004 - August 2012
State National December 2003 - November 2004
State National June 2002 - December 2003
AMERICAN FAMILY LIFE ASSURANCE COMPANY January 2002 - July 2002
Skills
Insurance, Customer Service, Training, Interviews, Management, Leadership, Process Improvement, Coaching, Auditing, Call Centers, Microsoft Excel, Sales, Team Building, Strategic Planning, Finance, Investments, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
BBA, Management
Texas Christian University
Bachelors, Business Administration; Management
Southwest High School 1992 — 1996
Janie Lueckemeyer Janie Lueckemeyer's Edward Jones Experience Administrative Assistant, Teacher Quality & InductionBryan Independent School DistrictJuly 2007 - July 2010
Job Administrative Assistant at Bryan Independent School District
Industry Government Administration
Experience
Edward Jones Administrative Assistant, Teacher Quality & InductionBryan Independent School DistrictJuly 2007 - July 2010
Texas A&M University November 2001 - November 2005
W. B. Ray High School, Corpus Chrisit, TX August 1980 - May 2001
Education
Texas State University 1965 — 1969
Edward Jones Administrative Assistant, Teacher Quality & InductionBryan Independent School DistrictJuly 2007 - July 2010
Texas A&M University November 2001 - November 2005
W. B. Ray High School, Corpus Chrisit, TX August 1980 - May 2001
Education
Texas State University 1965 — 1969
Alan Reese Alan Reese's Edward Jones Experience July 2009 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2009 - Present
PwC Consulting March 1999 - August 2002
Education
Texas A&M University 1994 — 1998
Bachelor of Science, Applied Mathematics
Edward Jones July 2009 - Present
PwC Consulting March 1999 - August 2002
Education
Texas A&M University 1994 — 1998
Bachelor of Science, Applied Mathematics
Stonie Hamilton Stonie Hamilton's Edward Jones Experience 2003 - Present
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2003 - Present
Stone & webster 1990 - 2000
Stone & Webster 1989 - 1999
Education
Texas A&M University 1983 — 1987
BSME
Denton High School 1980 — 1983
Edward Jones 2003 - Present
Stone & webster 1990 - 2000
Stone & Webster 1989 - 1999
Education
Texas A&M University 1983 — 1987
BSME
Denton High School 1980 — 1983
Allison Hayes's Edward Jones Experience May 2009 - March 2012
Job Assistant Director of MS in Finance Program at Texas A&M University Mays Business School
Industry Higher Education
Experience
Texas A&M University - Mays Business School March 2015 - Present
C.C. Creations, LTD October 2011 - March 2015
Edward Jones May 2009 - March 2012
Texas A&M University 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Microsoft Word, Social Media, PowerPoint, Public Speaking, Leadership, Sales, Time Management, Social Networking, Marketing
Education
Texas A&M University - Mays Business School 2007 — 2011
BS, Finance
Texas A&M University - Mays Business School March 2015 - Present
C.C. Creations, LTD October 2011 - March 2015
Edward Jones May 2009 - March 2012
Texas A&M University 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Microsoft Word, Social Media, PowerPoint, Public Speaking, Leadership, Sales, Time Management, Social Networking, Marketing
Education
Texas A&M University - Mays Business School 2007 — 2011
BS, Finance
Dat Daryl Ngo's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Education
Texas A&M University 2010 — 2014
Bachelor's degree
Edward Jones March 2015 - Present
Education
Texas A&M University 2010 — 2014
Bachelor's degree
Jana Hinsley Wise's Edward Jones Experience June 2009 - May 2012
Job Territory Manager Symbius Medical
Industry Medical Devices
Experience
Symbius Medical August 2015 - Present
Grainger September 2013 - Present
Edward Jones June 2009 - May 2012
Skills
Retirement Planning, Direct Sales, Business Development, Marketing, Investments, Analysis, Customer Service, Management, Client Prospecting, Closing Business, New Business Development, Sales Operations, Finance, Insurance, Small Business, Sales, Strategic Planning, Training, Leadership, Team Building
Education
Tennessee Technological University
Finance, Business, Economics, International Trade, 3.5
Symbius Medical August 2015 - Present
Grainger September 2013 - Present
Edward Jones June 2009 - May 2012
Skills
Retirement Planning, Direct Sales, Business Development, Marketing, Investments, Analysis, Customer Service, Management, Client Prospecting, Closing Business, New Business Development, Sales Operations, Finance, Insurance, Small Business, Sales, Strategic Planning, Training, Leadership, Team Building
Education
Tennessee Technological University
Finance, Business, Economics, International Trade, 3.5
John C. Kirking's Edward Jones Experience May 2006 - August 2006
Job Relationship Banker / Small Business Specialist / Manager on Duty at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2008 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2014 - Present
Fidelity Investments June 2007 - November 2008
Edward Jones May 2006 - August 2006
Education
Texas A&M University 2003 — 2007
Bachelor’s Degree, Finance
JPMorgan Chase Bank, N.A. November 2008 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2014 - Present
Fidelity Investments June 2007 - November 2008
Edward Jones May 2006 - August 2006
Education
Texas A&M University 2003 — 2007
Bachelor’s Degree, Finance
Michael De Leon II Michael De Leon II's Edward Jones Experience August 2007 - October 2007
Job Sales Director, at Bazaarvoice
Industry Computer Software
Experience
Bazaarvoice October 2010 - Present
BBVA Compass 2009 - October 2010
Guaranty Bank December 2007 - August 2009
Sell-Thru Services October 2007 - December 2007
Edward Jones August 2007 - October 2007
Hispanic Business Student Association 2006 - 2007
Guaranty Bank 2006 - 2006
Skills
SEO, Digital Marketing, Customer Experience, Email Marketing, Banking, B2B eCommerce, Direct Sales, Sales Process, B2B, Financial Services, E-commerce, Social Media, Strategy
Education
Texas State University-San Marcos 2002 — 2007
BBA, Finance and Latin American Business
Texas State University-San Marcos 2002 — 2007
Bachelors of Business Administration, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Spanish, Business Spanish
Bazaarvoice October 2010 - Present
BBVA Compass 2009 - October 2010
Guaranty Bank December 2007 - August 2009
Sell-Thru Services October 2007 - December 2007
Edward Jones August 2007 - October 2007
Hispanic Business Student Association 2006 - 2007
Guaranty Bank 2006 - 2006
Skills
SEO, Digital Marketing, Customer Experience, Email Marketing, Banking, B2B eCommerce, Direct Sales, Sales Process, B2B, Financial Services, E-commerce, Social Media, Strategy
Education
Texas State University-San Marcos 2002 — 2007
BBA, Finance and Latin American Business
Texas State University-San Marcos 2002 — 2007
Bachelors of Business Administration, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Spanish, Business Spanish
Mick Miller Mick Miller's Edward Jones Experience 2014 - Present
Job Logistics at Covenant Transport
Industry Transportation/Trucking/Railroad
Experience
Covenant Transport July 2015 - Present
Edward Jones 2014 - Present
FSC Securities 2013 - 2014
AXA Advisors 2012 - December 2013
Fellowship of Christian Athletes April 2007 - November 2012
Forest Laboratories August 2006 - March 2007
Skills
Sales, Ministry/Worship, Brazilian Portuguese, Spanish, Interpersonal..., Computer Proficiency, Leadership, Investments, Insurance, Financial Analysis, Financial Services, Portfolio Management, Team Leadership, Public Speaking, Financial Planning, Life Insurance, Risk Management, Finance, Social Media Marketing, Retirement Planning, Social Media, Microsoft Office, Financial Modeling, Marketing Strategy, Marketing, Teamwork, Negotiation, Retirement, Strategic Planning, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Community Outreach, Customer Service, Social Networking, Nonprofits, Wealth Management, Project Management, Time Management, Research, Mutual Funds, Fundraising, Management, Process Improvement
Education
Tennessee Technological University 2002 — 2006
Bachelor's Degree, Marketing
Covenant Transport July 2015 - Present
Edward Jones 2014 - Present
FSC Securities 2013 - 2014
AXA Advisors 2012 - December 2013
Fellowship of Christian Athletes April 2007 - November 2012
Forest Laboratories August 2006 - March 2007
Skills
Sales, Ministry/Worship, Brazilian Portuguese, Spanish, Interpersonal..., Computer Proficiency, Leadership, Investments, Insurance, Financial Analysis, Financial Services, Portfolio Management, Team Leadership, Public Speaking, Financial Planning, Life Insurance, Risk Management, Finance, Social Media Marketing, Retirement Planning, Social Media, Microsoft Office, Financial Modeling, Marketing Strategy, Marketing, Teamwork, Negotiation, Retirement, Strategic Planning, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Community Outreach, Customer Service, Social Networking, Nonprofits, Wealth Management, Project Management, Time Management, Research, Mutual Funds, Fundraising, Management, Process Improvement
Education
Tennessee Technological University 2002 — 2006
Bachelor's Degree, Marketing
Nicole Stotts Nicole Stotts's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Accounting
Experience
Edward Jones June 2015 - Present
Navajo Incorporated March 2014 - May 2015
Texas A&M University-Corpus Christi June 2014 - August 2014
Bath & Body Works June 2013 - February 2014
Skills
Customer Service, Retail Sales, Training, Social Media, Microsoft Excel, Microsoft Word, Microsoft Access, Retail, Public Relations, Time Management, Public Speaking, Sales, PowerPoint, Inventory Management, Merchandising, Sales Management, Team Building, Microsoft Office
Education
Texas A&M University-Corpus Christi 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Edward Jones June 2015 - Present
Navajo Incorporated March 2014 - May 2015
Texas A&M University-Corpus Christi June 2014 - August 2014
Bath & Body Works June 2013 - February 2014
Skills
Customer Service, Retail Sales, Training, Social Media, Microsoft Excel, Microsoft Word, Microsoft Access, Retail, Public Relations, Time Management, Public Speaking, Sales, PowerPoint, Inventory Management, Merchandising, Sales Management, Team Building, Microsoft Office
Education
Texas A&M University-Corpus Christi 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Bo McKinney Bo McKinney's Edward Jones Experience 1985 - 2008
Job CEO, EAGLE Wealth Management Group. LLC
Industry Investment Management
Experience
Eagle Wealth Management Group, LLC April 2008 - Present
First Allied Securities, Inc April 2008 - Present
Taylor Family YMCA 2005 - 2011
YMCA of Greater Williamson County 2005 - 2011
Edward Jones 1985 - 2008
Shearson / American Express 1983 - 1985
Skills
Wealth Management, Retirement Planning, Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Fixed Annuities, IRAs, Securities, Series 63, Wealth, Retirement, Wealth Accumulation, 401k, Investment Management, Commercial Lending, Insurance, Financial Services, FINRA, Finance, Financial Planners, Employee Benefits, Asset Management, Wealth Management..., Alternative Investments, ETFs, Portfolio Management
Education
Institute of Business and Finance 2008 — 2012
Certified Income Specialist (CIS) & Certified Fund Specialist (CFS), Financial Planning and Services
College of Financial Planning, Denver, CO 1983 — 1987
Certified Financial Planner, Financial Planning
Texas A&M University-Commerce 1975 — 1979
music
Eagle Wealth Management Group, LLC April 2008 - Present
First Allied Securities, Inc April 2008 - Present
Taylor Family YMCA 2005 - 2011
YMCA of Greater Williamson County 2005 - 2011
Edward Jones 1985 - 2008
Shearson / American Express 1983 - 1985
Skills
Wealth Management, Retirement Planning, Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Fixed Annuities, IRAs, Securities, Series 63, Wealth, Retirement, Wealth Accumulation, 401k, Investment Management, Commercial Lending, Insurance, Financial Services, FINRA, Finance, Financial Planners, Employee Benefits, Asset Management, Wealth Management..., Alternative Investments, ETFs, Portfolio Management
Education
Institute of Business and Finance 2008 — 2012
Certified Income Specialist (CIS) & Certified Fund Specialist (CFS), Financial Planning and Services
College of Financial Planning, Denver, CO 1983 — 1987
Certified Financial Planner, Financial Planning
Texas A&M University-Commerce 1975 — 1979
music
James Munsey James Munsey's Edward Jones Experience September 2011 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Munsey Pharmacy July 2007 - September 2011
Education
Tennessee Technological University 2009 — 2011
Bachelors of Science degree, Business Administration/Economics
Roane State Community College
Associates of Science degree, Business Administration; Finance
Edward Jones September 2011 - Present
Munsey Pharmacy July 2007 - September 2011
Education
Tennessee Technological University 2009 — 2011
Bachelors of Science degree, Business Administration/Economics
Roane State Community College
Associates of Science degree, Business Administration; Finance
Jordan Morris Jordan Morris's Edward Jones Experience September 2014 - December 2014
Job Accounting Manager at EasyCare
Industry Accounting
Experience
EasyCare (APCO) June 2015 - Present
EasyCare (APCO) May 2015 - June 2015
Edward Jones September 2014 - December 2014
Walmart June 2014 - August 2014
Dennis Spurling April 2014 - June 2014
Texas Southern University August 2013 - May 2014
Texas Southern University September 2012 - July 2013
UPS store September 2011 - June 2012
Skills
Accounting, Bookkeeping, Tax Accounting, soft skills, Leadership Development, Team Leadership, Organizational..., Graphic Design, Marketing Communications, Strategic Communications, Soft Skills, Management, Marketing, Payroll, QuickBooks, Social Networking, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Leadership
Education
Texas Southern University 2015 — 2017
Master of Business Administration (MBA), Accounting
Texas Southern University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
EasyCare (APCO) June 2015 - Present
EasyCare (APCO) May 2015 - June 2015
Edward Jones September 2014 - December 2014
Walmart June 2014 - August 2014
Dennis Spurling April 2014 - June 2014
Texas Southern University August 2013 - May 2014
Texas Southern University September 2012 - July 2013
UPS store September 2011 - June 2012
Skills
Accounting, Bookkeeping, Tax Accounting, soft skills, Leadership Development, Team Leadership, Organizational..., Graphic Design, Marketing Communications, Strategic Communications, Soft Skills, Management, Marketing, Payroll, QuickBooks, Social Networking, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Leadership
Education
Texas Southern University 2015 — 2017
Master of Business Administration (MBA), Accounting
Texas Southern University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
David W. Hill's Edward Jones Experience March 2015 - Present
Job Financial Advisor in Training
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Frugal Son May 2009 - February 2015
Charlestowne Hotels - Innovative Hospitality Management April 2014 - January 2015
Five Guys Enterprises May 2012 - August 2012
The Mad Platter April 2012 - August 2012
Tennessee Technological University August 2008 - May 2012
Northwestern Mutual May 2011 - September 2011
Active Outdoors (previously Automated Licensing Systems) July 2004 - August 2009
Automated License Systems July 2003 - August 2009
Pizza Perfect May 2007 - August 2007
Skills
Customer Service, Teamwork, Time Management, Microsoft Excel, Public Speaking, Income Protection, Term Life Insurance, Whole Life, Microsoft Office, Financial Services, Microsoft Word, PowerPoint, Data Analysis, Insurance, Sales, Risk Management, Strategy, Retirement Income..., Health Insurance, Financial Analysis, Access, Finance, Leadership, Event Planning, Training, Social Media, Strategic Planning, Team Building, Marketing, Project Management, Communication, Social Networking, Managerial Finance, Risk Assessment, Business Strategy, Strategic Partnerships
Education
Tennessee Technological University 2008 — 2013
Business Administration, Finance
Tennessee Technological University 2008 — 2013
Associate of Science (A.S.), Nutrition and Exercise Science
Universidad Politécnica de Valencia 2012 — 2012
Project Management
Tennessee Technological University 2008 — 2012
Bachelor of Science (B.Sc.), Finance, General
Pope John Paul II High School 2004 — 2008
Liberal Arts and Sciences/Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Edward Jones March 2015 - Present
Frugal Son May 2009 - February 2015
Charlestowne Hotels - Innovative Hospitality Management April 2014 - January 2015
Five Guys Enterprises May 2012 - August 2012
The Mad Platter April 2012 - August 2012
Tennessee Technological University August 2008 - May 2012
Northwestern Mutual May 2011 - September 2011
Active Outdoors (previously Automated Licensing Systems) July 2004 - August 2009
Automated License Systems July 2003 - August 2009
Pizza Perfect May 2007 - August 2007
Skills
Customer Service, Teamwork, Time Management, Microsoft Excel, Public Speaking, Income Protection, Term Life Insurance, Whole Life, Microsoft Office, Financial Services, Microsoft Word, PowerPoint, Data Analysis, Insurance, Sales, Risk Management, Strategy, Retirement Income..., Health Insurance, Financial Analysis, Access, Finance, Leadership, Event Planning, Training, Social Media, Strategic Planning, Team Building, Marketing, Project Management, Communication, Social Networking, Managerial Finance, Risk Assessment, Business Strategy, Strategic Partnerships
Education
Tennessee Technological University 2008 — 2013
Business Administration, Finance
Tennessee Technological University 2008 — 2013
Associate of Science (A.S.), Nutrition and Exercise Science
Universidad Politécnica de Valencia 2012 — 2012
Project Management
Tennessee Technological University 2008 — 2012
Bachelor of Science (B.Sc.), Finance, General
Pope John Paul II High School 2004 — 2008
Liberal Arts and Sciences/Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Patrick Riggs Patrick Riggs's Edward Jones Experience February 2014 - July 2014
Job Project Engineer at Linbeck
Industry Construction
Experience
Linbeck March 2015 - Present
Clairiti August 2014 - 2015
Edward Jones February 2014 - July 2014
CEB Construction January 2013 - January 2014
HKS May 2011 - August 2011
HKS May 2010 - August 2010
Looney & Associates May 2007 - August 2007
Skills
Sales, Project Management, Spanish
Education
Texas A&M University 2007 — 2012
Bachelor of Environmental Design, Construction Science and Architecture
Highland Park High School 2003 — 2007
Linbeck March 2015 - Present
Clairiti August 2014 - 2015
Edward Jones February 2014 - July 2014
CEB Construction January 2013 - January 2014
HKS May 2011 - August 2011
HKS May 2010 - August 2010
Looney & Associates May 2007 - August 2007
Skills
Sales, Project Management, Spanish
Education
Texas A&M University 2007 — 2012
Bachelor of Environmental Design, Construction Science and Architecture
Highland Park High School 2003 — 2007
Joshua Evans, CM-BIM's Edward Jones Experience May 2011 - October 2012
Job Business Development Manager and Proposal Writer
Industry Construction
Experience
Armcorp Construction, Inc. October 2014 - Present
Armcorp Construction, Inc. May 2013 - October 2014
Edward Jones May 2011 - October 2012
Skills
Government Proposal..., Business Development, Management, Contract Negotiation, Contract Management, Leadership, Construction, Construction Management, Negotiation, Training, Team Building
Education
Tennessee Technological University 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
Armcorp Construction, Inc. October 2014 - Present
Armcorp Construction, Inc. May 2013 - October 2014
Edward Jones May 2011 - October 2012
Skills
Government Proposal..., Business Development, Management, Contract Negotiation, Contract Management, Leadership, Construction, Construction Management, Negotiation, Training, Team Building
Education
Tennessee Technological University 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
Bradi Sewell Bradi Sewell's Edward Jones Experience May 2008 - January 2011
Job Resource Development Coordinator at Girl Scouts of the Southern Appalacians
Industry Nonprofit Organization Management
Experience
Girl Scouts of the Southern Appalacians October 2013 - Present
Girl Scout Council of the Southern Appalachians September 2011 - October 2013
Tennessee Wesleyan College January 2010 - September 2011
Edward Jones May 2008 - January 2011
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Public Speaking, Event Planning, Program Development, Public Relations, Grant Writing, Leadership Development
Education
Tennessee Wesleyan College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Girl Scouts of the Southern Appalacians October 2013 - Present
Girl Scout Council of the Southern Appalachians September 2011 - October 2013
Tennessee Wesleyan College January 2010 - September 2011
Edward Jones May 2008 - January 2011
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Public Speaking, Event Planning, Program Development, Public Relations, Grant Writing, Leadership Development
Education
Tennessee Wesleyan College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Brenda DeVore Brenda DeVore's Edward Jones Experience April 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2002 - Present
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Small Business, Investment Advisory, Fixed Annuities, Mutual Funds, Health Insurance, Asset Allocation, Strategic Financial..., Financial Advisory, Estate Planning, Investments, Uniform Combined State..., 401k Rollovers, 401k, Finance, IRAs, Insurance, Investment Strategies, Wealth Accumulation, Financial Planners, Series 63, Loans, Saving for Education, Series 65, College Savings Plans, Communication, Roth IRA, Wealth, 529 Plans, Public Speaking, Securities, Long Term Care Insurance, Variable Annuities, Financial Planning, Strategic Planning
Education
Texas Christian University 2009 — 2010
Executive MBA
Texas A&M University 1979 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones April 2002 - Present
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Small Business, Investment Advisory, Fixed Annuities, Mutual Funds, Health Insurance, Asset Allocation, Strategic Financial..., Financial Advisory, Estate Planning, Investments, Uniform Combined State..., 401k Rollovers, 401k, Finance, IRAs, Insurance, Investment Strategies, Wealth Accumulation, Financial Planners, Series 63, Loans, Saving for Education, Series 65, College Savings Plans, Communication, Roth IRA, Wealth, 529 Plans, Public Speaking, Securities, Long Term Care Insurance, Variable Annuities, Financial Planning, Strategic Planning
Education
Texas Christian University 2009 — 2010
Executive MBA
Texas A&M University 1979 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brian Blackmon Brian Blackmon's Edward Jones Experience March 1994 - December 1999
Job President at Blackmon and Associates
Industry Management Consulting
Experience
Blackmon and Associates January 2000 - Present
Sunbelt Business Brokers 2007 - Present
LeanFrog Business Solutions Inc November 2011 - January 2013
Edward Jones March 1994 - December 1999
US Navy August 1990 - January 1994
Skills
Certified Lean Six..., Project Managment, Balanced Scorecard..., Performance Management, Change Management, Strategy Formulation, Program Development, Accounting, Financial Projection, Business Advise, Sales Rep Training, Interdisciplinary Team..., Lean Management, Lean Fundamentals, Lean Facilitation, Lean Applications, Six Sigma, Microsoft Office, Dog Training, International Adoption, Business Management..., Time Line Management, Small Business, Real Estate, Business Brokerage, Brokerage, Investment Properties, Project Management
Education
Texas A&M University 1986 — 1990
B.S., Finance and Accounting
Blackmon and Associates January 2000 - Present
Sunbelt Business Brokers 2007 - Present
LeanFrog Business Solutions Inc November 2011 - January 2013
Edward Jones March 1994 - December 1999
US Navy August 1990 - January 1994
Skills
Certified Lean Six..., Project Managment, Balanced Scorecard..., Performance Management, Change Management, Strategy Formulation, Program Development, Accounting, Financial Projection, Business Advise, Sales Rep Training, Interdisciplinary Team..., Lean Management, Lean Fundamentals, Lean Facilitation, Lean Applications, Six Sigma, Microsoft Office, Dog Training, International Adoption, Business Management..., Time Line Management, Small Business, Real Estate, Business Brokerage, Brokerage, Investment Properties, Project Management
Education
Texas A&M University 1986 — 1990
B.S., Finance and Accounting
JC Stubbs's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Copperas Cove I.S.D. January 2011 - May 2013
Copperas Cove I.S.D. September 2010 - December 2010
Southern Texas PGA August 2007 - July 2010
Skills
Customer Service, Event Management, Purchasing, Inventory, Human Resources, Fundraising, Management, Budgets, Marketing, Program Management, Contract Negotiation, Inventory Management, Marketing Strategy, Negotiation, Public Speaking, Event Planning, Sponsorship
Education
Texas A&M University - Central Texas 2011 — 2013
Master of Business Administration (MBA)
Texas A&M University 2004 — 2007
B.S., Sport Management, Minor in Business Administration
Edward Jones April 2013 - Present
Copperas Cove I.S.D. January 2011 - May 2013
Copperas Cove I.S.D. September 2010 - December 2010
Southern Texas PGA August 2007 - July 2010
Skills
Customer Service, Event Management, Purchasing, Inventory, Human Resources, Fundraising, Management, Budgets, Marketing, Program Management, Contract Negotiation, Inventory Management, Marketing Strategy, Negotiation, Public Speaking, Event Planning, Sponsorship
Education
Texas A&M University - Central Texas 2011 — 2013
Master of Business Administration (MBA)
Texas A&M University 2004 — 2007
B.S., Sport Management, Minor in Business Administration
Jarrett Gregory Jarrett Gregory's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Medical Practice
Experience
Edward Jones June 2014 - Present
Brazos Valley Sports Medicine February 2012 - June 2014
Magnolia ISD August 2010 - November 2011
Youth Education in the Arts December 2007 - June 2010
Skills
Teaching, Tutoring, Public Speaking, Classroom, Athletic Training, Sports Medicine, PowerPoint, Teacher Training, Educational Technology, Cpr Certified, Higher Education, Fundraising, Rehabilitation..., Program Development, Grant Writing, Athletics
Education
Texas A&M University 2005 — 2010
Bachelor of Science (B.S.), Psychology
Edward Jones June 2014 - Present
Brazos Valley Sports Medicine February 2012 - June 2014
Magnolia ISD August 2010 - November 2011
Youth Education in the Arts December 2007 - June 2010
Skills
Teaching, Tutoring, Public Speaking, Classroom, Athletic Training, Sports Medicine, PowerPoint, Teacher Training, Educational Technology, Cpr Certified, Higher Education, Fundraising, Rehabilitation..., Program Development, Grant Writing, Athletics
Education
Texas A&M University 2005 — 2010
Bachelor of Science (B.S.), Psychology
Jeff Boynton Jeff Boynton's Edward Jones Experience February 2010 - May 2010
Job Enterprise Account Executive at ServiceNow – The Enterprise Cloud Company
Industry Information Technology and Services
Experience
ServiceNow – The Enterprise Cloud Company August 2015 - Present
BMC Software April 2014 - August 2015
BMC Software May 2013 - March 2014
BMC Software April 2012 - April 2013
BMC Software February 2012 - April 2013
BMC Software September 2010 - February 2012
Edward Jones February 2010 - May 2010
Skills
IT Service Management, Sales Presentations, Group Presentations, Sales Pipeline..., Writing Skills, Listening Skills, Cloud Computing, SaaS, Salesforce.com, Data Center
Education
University of Houston 2008 — 2010
BBA, Marketing/Sales
Texas A&M University - Mays Business School 2006 — 2008
Accounting
Ray High School 2002 — 2006
ServiceNow – The Enterprise Cloud Company August 2015 - Present
BMC Software April 2014 - August 2015
BMC Software May 2013 - March 2014
BMC Software April 2012 - April 2013
BMC Software February 2012 - April 2013
BMC Software September 2010 - February 2012
Edward Jones February 2010 - May 2010
Skills
IT Service Management, Sales Presentations, Group Presentations, Sales Pipeline..., Writing Skills, Listening Skills, Cloud Computing, SaaS, Salesforce.com, Data Center
Education
University of Houston 2008 — 2010
BBA, Marketing/Sales
Texas A&M University - Mays Business School 2006 — 2008
Accounting
Ray High School 2002 — 2006
Monica Storm Monica Storm's Edward Jones Experience June 1992 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1992 - Present
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Management
Edward Jones June 1992 - Present
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Management
Chadwick Lee, MBA Chadwick Lee, MBA's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Baytown Hyundai January 2003 - April 2011
Skills
Financial Planning, Investments, Asset Management, Insurance
Education
Texas Southern University 1996 — 2000
MBA, Finance
Westfield High School 1991 — 1994
Edward Jones June 2011 - Present
Baytown Hyundai January 2003 - April 2011
Skills
Financial Planning, Investments, Asset Management, Insurance
Education
Texas Southern University 1996 — 2000
MBA, Finance
Westfield High School 1991 — 1994
Ivan Parrish Ivan Parrish's Edward Jones Experience June 2007 - September 2009
Job Product Support Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Seniors Helping Seniors 2011 - 2012
Edward Jones June 2007 - September 2009
Pier 1 imports 1998 - 2007
Transport Life Insurance 1992 - 1998
Skills
Customer Satisfaction, SQL, Integration, Account Management, Business Analysis, Visual Basic, Customer Relations, HTML, Insurance, JavaScript, Microsoft Office, Customer Service, Problem Solving, Troubleshooting, Testing
Education
Texas A&M University
BS, Sociology
TD Ameritrade June 2010 - Present
Seniors Helping Seniors 2011 - 2012
Edward Jones June 2007 - September 2009
Pier 1 imports 1998 - 2007
Transport Life Insurance 1992 - 1998
Skills
Customer Satisfaction, SQL, Integration, Account Management, Business Analysis, Visual Basic, Customer Relations, HTML, Insurance, JavaScript, Microsoft Office, Customer Service, Problem Solving, Troubleshooting, Testing
Education
Texas A&M University
BS, Sociology
Douglas Field Douglas Field's Edward Jones Experience November 1986 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1986 - Present
Education
Texas A&M University 1977 — 1983
Bachelor of Science
Edward Jones November 1986 - Present
Education
Texas A&M University 1977 — 1983
Bachelor of Science
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
James Merenda James Merenda's Edward Jones Experience June 2015 - Present
Job Fixed Income Trading Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
O'Connell Group June 2013 - August 2014
Vector Marketing June 2012 - August 2012
Skills
Talent Acquisition, Human Resources, Interviews, Social Media, Recruiting, Executive Search, Sales, Time Management
Education
Texas Christian University 2012 — 2016
Major - Finance, 3.6 GPA
Saint Louis Priory School 2008 — 2012
Edward Jones June 2015 - Present
O'Connell Group June 2013 - August 2014
Vector Marketing June 2012 - August 2012
Skills
Talent Acquisition, Human Resources, Interviews, Social Media, Recruiting, Executive Search, Sales, Time Management
Education
Texas Christian University 2012 — 2016
Major - Finance, 3.6 GPA
Saint Louis Priory School 2008 — 2012
Nic Irwin Nic Irwin's Edward Jones Experience 2011 - 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
J.P. Morgan Securities LLC August 2013 - June 2015
Edward jones 2011 - 2013
Southwestern Advantage 2011 - 2011
Education
Texas A&M University 2007 — 2011
Bachelor's degree, Business General
Merrill Edge July 2015 - Present
J.P. Morgan Securities LLC August 2013 - June 2015
Edward jones 2011 - 2013
Southwestern Advantage 2011 - 2011
Education
Texas A&M University 2007 — 2011
Bachelor's degree, Business General
Misty Page Misty Page's Edward Jones Experience January 2000 - February 2005
Job Assistant Director Texas A&M Executive MBA Program
Industry Higher Education
Experience
Texas A&M University August 2011 - Present
Texas A&M University November 2006 - August 2011
Edward Jones January 2000 - February 2005
Skills
Operations Management, Student Affairs, Higher Education, Logistics, Student Financial Aid, Student Development, Academic Advising, Event Planning, Interviews, Instructional Design, Event Management, Academic Administration, Student Counseling, Training, Leadership, Coaching, Staff Development, Admissions, Resume Writing, Career Counseling, Leadership Development, Strategic Planning, Project Management, Microsoft Office, Program Management, Process Improvement, Strategy, Project Planning
Education
Texas A&M University 2015 — 2017
Master of Education (M.Ed.) Candidate, Educational/Instructional Technology
West Virginia University 1993 — 1999
Bachelor of Science (B.S.), Agribusiness Management & Rural Development
Texas A&M University August 2011 - Present
Texas A&M University November 2006 - August 2011
Edward Jones January 2000 - February 2005
Skills
Operations Management, Student Affairs, Higher Education, Logistics, Student Financial Aid, Student Development, Academic Advising, Event Planning, Interviews, Instructional Design, Event Management, Academic Administration, Student Counseling, Training, Leadership, Coaching, Staff Development, Admissions, Resume Writing, Career Counseling, Leadership Development, Strategic Planning, Project Management, Microsoft Office, Program Management, Process Improvement, Strategy, Project Planning
Education
Texas A&M University 2015 — 2017
Master of Education (M.Ed.) Candidate, Educational/Instructional Technology
West Virginia University 1993 — 1999
Bachelor of Science (B.S.), Agribusiness Management & Rural Development
Phillip Jordan, CFP®, ADPA®'s Edward Jones Experience November 2000 - March 2012
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
Edward Jones November 2000 - March 2012
Neiman Marcus January 1991 - October 2000
Skills
Investments, Finance, Fixed Income, Retirement, Asset Allocation, Mutual Funds, Financial Services, Asset Management, Estate Planning, Retirement Planning
Education
Texas A&M University 1986 — 1990
Marketing
Wells Fargo Advisors March 2012 - Present
Edward Jones November 2000 - March 2012
Neiman Marcus January 1991 - October 2000
Skills
Investments, Finance, Fixed Income, Retirement, Asset Allocation, Mutual Funds, Financial Services, Asset Management, Estate Planning, Retirement Planning
Education
Texas A&M University 1986 — 1990
Marketing
Donald Randolph Donald Randolph's Edward Jones Experience April 2002 - September 2008
Job Owner, Don Randolph & Associates Investment Services
Industry Financial Services
Experience
Donald Randolph Investment Services September 2008 - Present
Edward Jones April 2002 - September 2008
Federal Mogul April 1998 - April 2002
Skills
Retirement Planning, Investments, IRAs, Series 7, Mutual Funds, Series 63, Retirement, 401k, Securities, Estate Planning, Strategic Financial..., Financial Advisory, Wealth Management, Fixed Annuities, 401k Rollovers, Asset Allocation, Investment Strategies
Education
Tennessee Technological University 1994 — 1997
Bachelor's degree, Finance, General
Huntington North High School 1984 — 1987
Donald Randolph Investment Services September 2008 - Present
Edward Jones April 2002 - September 2008
Federal Mogul April 1998 - April 2002
Skills
Retirement Planning, Investments, IRAs, Series 7, Mutual Funds, Series 63, Retirement, 401k, Securities, Estate Planning, Strategic Financial..., Financial Advisory, Wealth Management, Fixed Annuities, 401k Rollovers, Asset Allocation, Investment Strategies
Education
Tennessee Technological University 1994 — 1997
Bachelor's degree, Finance, General
Huntington North High School 1984 — 1987
Jeff Revak's Edward Jones Experience September 2015 - Present
Job Enterprise Account Executive at Verizon
Industry Telecommunications
Experience
Edward Jones September 2015 - Present
Verizon Enterprise Solutions August 2012 - August 2015
Verizon 2012 - 2015
Verizon 2012 - 2015
Verizon January 2009 - July 2012
Verizon March 2008 - December 2008
Verizon September 2006 - March 2008
AT&T January 2001 - April 2004
Skills
Telecommunications, Sales, Sales Management, Leadership, Salesforce.com, VoIP, Direct Sales, MPLS, Cloud Computing, Account Management, Information Security, Internet Telephony, Co-location, Data Center, Solution Selling, Managed Services, Unified Communications, Enterprise Software, Professional Services, Management, IP
Education
Drexel - TKE
Notre Dame HS
Temple University
Finance
Edward Jones September 2015 - Present
Verizon Enterprise Solutions August 2012 - August 2015
Verizon 2012 - 2015
Verizon 2012 - 2015
Verizon January 2009 - July 2012
Verizon March 2008 - December 2008
Verizon September 2006 - March 2008
AT&T January 2001 - April 2004
Skills
Telecommunications, Sales, Sales Management, Leadership, Salesforce.com, VoIP, Direct Sales, MPLS, Cloud Computing, Account Management, Information Security, Internet Telephony, Co-location, Data Center, Solution Selling, Managed Services, Unified Communications, Enterprise Software, Professional Services, Management, IP
Education
Drexel - TKE
Notre Dame HS
Temple University
Finance
Shane Danner Shane Danner's Edward Jones Experience August 2007 - April 2008
Job Cashiering Supervisor at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services April 2015 - Present
Essilor April 2014 - April 2015
1st Global November 2013 - April 2014
1st Global January 2013 - November 2013
1st Global August 2010 - January 2013
Clark Consulting July 2008 - November 2009
Edward Jones August 2007 - April 2008
Associated Credit Union of Texas August 2006 - August 2007
Skills
Series 7, Insurance, Retirement, Financial Analysis, Mutual Funds, Employee Benefits, Investments, Accounting, Securities, Microsoft Excel, Leadership, Series 6, Process Improvement, 401k, Customer Service, Strategic Financial..., Finance, Benefits Administration, Retirement Planning, FINRA
Education
Texas A&M University 2002 — 2006
BBA, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors, Finance
NFP Advisor Services April 2015 - Present
Essilor April 2014 - April 2015
1st Global November 2013 - April 2014
1st Global January 2013 - November 2013
1st Global August 2010 - January 2013
Clark Consulting July 2008 - November 2009
Edward Jones August 2007 - April 2008
Associated Credit Union of Texas August 2006 - August 2007
Skills
Series 7, Insurance, Retirement, Financial Analysis, Mutual Funds, Employee Benefits, Investments, Accounting, Securities, Microsoft Excel, Leadership, Series 6, Process Improvement, 401k, Customer Service, Strategic Financial..., Finance, Benefits Administration, Retirement Planning, FINRA
Education
Texas A&M University 2002 — 2006
BBA, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors, Finance
Bless Young Bless Young's Edward Jones Experience March 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2011 - Present
Bless Young Mediation Services September 2009 - April 2011
Skills
Intellectual Property, 401k Rollovers, Wealth Management..., IRAs, Wealth, Small Business, Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Retirement, High Net Worth..., Investments, Asset Allocation, Investment Strategies, 401k, Business Strategy, Entrepreneurship, Series 7, Start-ups, Securities, Fixed Annuities, Mutual Funds, Finance, ETFs, Variable Annuities, Pensions, Bonds, Trust Services, Long Term Care Insurance, Roth IRA, Long-term Care, Retirement Plan..., Life Insurance, Personal Finance, Qualified Retirement..., Financial Services, Municipal Bonds, Savings, Stocks, Term Life Insurance, Financial Goals, Wealth Preservation..., Portfolio Strategies
Education
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
Temple University School of Law
JD, LAW
Edward Jones March 2011 - Present
Bless Young Mediation Services September 2009 - April 2011
Skills
Intellectual Property, 401k Rollovers, Wealth Management..., IRAs, Wealth, Small Business, Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Retirement, High Net Worth..., Investments, Asset Allocation, Investment Strategies, 401k, Business Strategy, Entrepreneurship, Series 7, Start-ups, Securities, Fixed Annuities, Mutual Funds, Finance, ETFs, Variable Annuities, Pensions, Bonds, Trust Services, Long Term Care Insurance, Roth IRA, Long-term Care, Retirement Plan..., Life Insurance, Personal Finance, Qualified Retirement..., Financial Services, Municipal Bonds, Savings, Stocks, Term Life Insurance, Financial Goals, Wealth Preservation..., Portfolio Strategies
Education
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
Temple University School of Law
JD, LAW
Joe Urban's Edward Jones Experience March 2011 - November 2011
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments November 2011 - January 2014
Edward Jones March 2011 - November 2011
Federated Lending June 2007 - March 2011
Education
Temple University - Fox School of Business and Management
Bachelors, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments November 2011 - January 2014
Edward Jones March 2011 - November 2011
Federated Lending June 2007 - March 2011
Education
Temple University - Fox School of Business and Management
Bachelors, Finance
Timothy Maurice's Edward Jones Experience August 2010 - October 2011
Job Estate Planning Attorney (to be)
Industry Legal Services
Experience
Edward Jones August 2010 - October 2011
Skills
Estate Planning, Retirement Planning, Retirement, Securities, Mutual Funds, 401k Rollovers, IRAs, Series 7, Wealth Management..., Roth IRA, Asset Allocation, Strategic Financial..., Life Insurance, Long Term Care Insurance, Personal Financial..., Public Speaking, Customer Service, Leadership, Financial Planning
Education
Western New England College School of Law 2015 — 2017
Master of Laws (LLM), Estate Planning and Elder Law
Trinity Law School 2000 — 2004
Juris Doctor, Law
Texas A&M University 1987 — 1992
Edward Jones August 2010 - October 2011
Skills
Estate Planning, Retirement Planning, Retirement, Securities, Mutual Funds, 401k Rollovers, IRAs, Series 7, Wealth Management..., Roth IRA, Asset Allocation, Strategic Financial..., Life Insurance, Long Term Care Insurance, Personal Financial..., Public Speaking, Customer Service, Leadership, Financial Planning
Education
Western New England College School of Law 2015 — 2017
Master of Laws (LLM), Estate Planning and Elder Law
Trinity Law School 2000 — 2004
Juris Doctor, Law
Texas A&M University 1987 — 1992
Chace Langford Chace Langford's Edward Jones Experience May 2009 - March 2010
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Edward Jones May 2009 - March 2010
Merrill Lynch April 2007 - May 2009
Lufkin Independent School District June 2005 - August 2005
Skills
Finance, Financial Modeling, Investments
Education
Texas Christian University 2005 — 2009
BS, Major: Economics Minor: Business, Political Science, Communication
Merrill Lynch March 2010 - Present
Edward Jones May 2009 - March 2010
Merrill Lynch April 2007 - May 2009
Lufkin Independent School District June 2005 - August 2005
Skills
Finance, Financial Modeling, Investments
Education
Texas Christian University 2005 — 2009
BS, Major: Economics Minor: Business, Political Science, Communication
Jamie Sloan's Edward Jones Experience November 2007 - November 2009
Job President at Sloan Bergmann
Industry Printing
Experience
Sloan Bergmann December 2013 - Present
The UPS Store #5254 November 2009 - December 2013
Edward Jones November 2007 - November 2009
Skills
Digital Printing, Wide Format Printing, Variable Data Printing, Corporate Stationary, Marketing, Direct Mail Campaigns, Direct Mail, UPS Shipping, Freight, Mailboxes, Entrepreneurship, Brochures, Small Business, Account Management, Advertising, Customer Service, Time Management, Offset Printing, Corporate Gifts, Direct Marketing, Leadership, Cold Calling, Trade Shows, Sales Management, New Business Development, Graphic Design, Email Marketing, Sales, Budgets
Education
Texas Christian University 1999 — 2003
Bachelor of Science, Communication Studies
All Saints Episcopal School 1996 — 1999
Sloan Bergmann December 2013 - Present
The UPS Store #5254 November 2009 - December 2013
Edward Jones November 2007 - November 2009
Skills
Digital Printing, Wide Format Printing, Variable Data Printing, Corporate Stationary, Marketing, Direct Mail Campaigns, Direct Mail, UPS Shipping, Freight, Mailboxes, Entrepreneurship, Brochures, Small Business, Account Management, Advertising, Customer Service, Time Management, Offset Printing, Corporate Gifts, Direct Marketing, Leadership, Cold Calling, Trade Shows, Sales Management, New Business Development, Graphic Design, Email Marketing, Sales, Budgets
Education
Texas Christian University 1999 — 2003
Bachelor of Science, Communication Studies
All Saints Episcopal School 1996 — 1999
Adam Piper Adam Piper's Edward Jones Experience July 2006 - Present
Job
Industry Financial Services
Experience
Edward Jones July 2006 - Present
AXA Advisors May 2005 - July 2006
Skills
Investments, Retirement Planning, Wealth Preservation, Wealth Transfer, Financial Analysis, Wealth Management, Insurance, Investment Advisory
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance
Edward Jones July 2006 - Present
AXA Advisors May 2005 - July 2006
Skills
Investments, Retirement Planning, Wealth Preservation, Wealth Transfer, Financial Analysis, Wealth Management, Insurance, Investment Advisory
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance
David P. Field; CRPS, AAMS David P. Field; CRPS, AAMS's Edward Jones Experience 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2010 - Present
YMCA 2010 - Present
Building Standards Commission 2010 - 2013
JCPenney February 2009 - September 2010
Roger Staubach Company January 2006 - January 2008
Skills
Business Development, Customer Service, Financial Analysis, Leadership, Sales, Strategic Planning, Public Speaking, Budgets, Retirement Planning, Program Management, Event Planning, Microsoft Excel, Social Media, Strategic Financial..., New Business Development, Investments, Team Leadership, Management, Team Building, Cross-functional Team...
Education
Texas Christian University 2005 — 2009
Entrepreneurial Management & Supply and Value Chain Management, Business
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Entrepreneurial Management, Supply and Value Chain Management
Edward Jones 2010 - Present
YMCA 2010 - Present
Building Standards Commission 2010 - 2013
JCPenney February 2009 - September 2010
Roger Staubach Company January 2006 - January 2008
Skills
Business Development, Customer Service, Financial Analysis, Leadership, Sales, Strategic Planning, Public Speaking, Budgets, Retirement Planning, Program Management, Event Planning, Microsoft Excel, Social Media, Strategic Financial..., New Business Development, Investments, Team Leadership, Management, Team Building, Cross-functional Team...
Education
Texas Christian University 2005 — 2009
Entrepreneurial Management & Supply and Value Chain Management, Business
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Entrepreneurial Management, Supply and Value Chain Management
Jennifer Breunig Jennifer Breunig's Edward Jones Experience October 2011 - July 2012
Job Account Manager at Sears Holdings
Industry Business Supplies and Equipment
Experience
Sears Holdings Corporation January 2013 - Present
Entravision Communications June 2012 - January 2013
Edward Jones October 2011 - July 2012
VWR International January 2008 - March 2011
Greiner Bio-One August 2006 - January 2008
Harvard University January 2005 - July 2006
Accenture 2001 - 2002
Skills
Customer Relations, Purchasing, Sales Process, New Business Development, Market Research, Spanish, Series 7, Series 66, Advertising, Marketing, Customer Service, Sales, Management
Education
Texas A&M University 1996 — 2000
BA, International Relations
The University of Texas at San Antonio 2002 — 2004
Biomedical Sciences, General
Sears Holdings Corporation January 2013 - Present
Entravision Communications June 2012 - January 2013
Edward Jones October 2011 - July 2012
VWR International January 2008 - March 2011
Greiner Bio-One August 2006 - January 2008
Harvard University January 2005 - July 2006
Accenture 2001 - 2002
Skills
Customer Relations, Purchasing, Sales Process, New Business Development, Market Research, Spanish, Series 7, Series 66, Advertising, Marketing, Customer Service, Sales, Management
Education
Texas A&M University 1996 — 2000
BA, International Relations
The University of Texas at San Antonio 2002 — 2004
Biomedical Sciences, General
Linda Kay Erickson's Edward Jones Experience June 2010 - February 2011
Job VP Planning at Intellibind Technologies LLC
Industry Utilities
Experience
Intellibind LLC February 2011 - Present
Edward Jones June 2010 - February 2011
Hewlett Packard November 2006 - January 2009
Hewlett Packard March 2006 - September 2006
Hewlett Packard June 2004 - February 2006
Hewlett Packard/Compaq January 1997 - June 2004
Compaq August 1995 - December 1997
Natural Gas Pipeline September 1992 - July 1995
Skills
Program Management, Project Management, Business Intelligence, IT Management, Project Portfolio..., Vendor Management, PMO, Business Analysis, Business Process, Business Process..., Business Transformation, CRM, Change Management, Cross-functional Team..., Data Center, Data Warehousing, ERP, Enterprise Architecture, IT Operations, IT Service Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Process Improvement, Service Delivery, Testing, Project Planning, Team Building, Software Development, PMP, Oracle, Leadership, New Business Development, Outsourcing, Service Management, Management, Strategy
Education
Texas A&M University 1989 — 1992
Bachelor, Management Information Systems, Accounting
Intellibind LLC February 2011 - Present
Edward Jones June 2010 - February 2011
Hewlett Packard November 2006 - January 2009
Hewlett Packard March 2006 - September 2006
Hewlett Packard June 2004 - February 2006
Hewlett Packard/Compaq January 1997 - June 2004
Compaq August 1995 - December 1997
Natural Gas Pipeline September 1992 - July 1995
Skills
Program Management, Project Management, Business Intelligence, IT Management, Project Portfolio..., Vendor Management, PMO, Business Analysis, Business Process, Business Process..., Business Transformation, CRM, Change Management, Cross-functional Team..., Data Center, Data Warehousing, ERP, Enterprise Architecture, IT Operations, IT Service Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Process Improvement, Service Delivery, Testing, Project Planning, Team Building, Software Development, PMP, Oracle, Leadership, New Business Development, Outsourcing, Service Management, Management, Strategy
Education
Texas A&M University 1989 — 1992
Bachelor, Management Information Systems, Accounting
Hank Harrity's Edward Jones Experience November 2010 - Present
Job Financial Advisor at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones November 2010 - Present
Aspen Technology December 2009 - November 2010
AspenTech July 2008 - December 2009
Aspen Technology/Hyprotech July 2001 - June 2008
Education
Texas A&M University 1981 — 1984
Edward Jones November 2010 - Present
Aspen Technology December 2009 - November 2010
AspenTech July 2008 - December 2009
Aspen Technology/Hyprotech July 2001 - June 2008
Education
Texas A&M University 1981 — 1984
Greg Harkrider, CFP (R)'s Edward Jones Experience November 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2002 - Present
Education
Texas A&M University 1989 — 1994
Edward Jones November 2002 - Present
Education
Texas A&M University 1989 — 1994
Hank Bullinger's Edward Jones Experience March 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2001 - Present
Guaranty Bank June 1999 - March 2001
Skills
Series 7, Series 63, Series 66, Asset Allocation, Stock Market, Credit, Portfolio Management, Wealth Management, Finance, Investments
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones March 2001 - Present
Guaranty Bank June 1999 - March 2001
Skills
Series 7, Series 63, Series 66, Asset Allocation, Stock Market, Credit, Portfolio Management, Wealth Management, Finance, Investments
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Anthony McBride's Edward Jones Experience January 2011 - Present
Job Head of HR at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Bristol-Myers Squibb July 1995 - January 2011
Bristol-Myers Squibb September 2005 - March 2008
Bristol-Myers Squibb February 2004 - September 2005
Bristol-Myers Squibb January 2003 - February 2004
Bristol-Myers Squibb January 2001 - January 2003
Bristol-Myers Squibb January 2000 - January 2001
Bristol-Myers Squibb May 1998 - January 2000
Bristol-Myers Squibb May 1998 - January 2000
Bristol-Myers Squibb June 1995 - May 1998
Education
Texas A&M University 1986 — 1990
Ph.D, Industrial Psychology
The University of Texas at Austin 1982 — 1986
BS, Psychology
Edward Jones January 2011 - Present
Bristol-Myers Squibb July 1995 - January 2011
Bristol-Myers Squibb September 2005 - March 2008
Bristol-Myers Squibb February 2004 - September 2005
Bristol-Myers Squibb January 2003 - February 2004
Bristol-Myers Squibb January 2001 - January 2003
Bristol-Myers Squibb January 2000 - January 2001
Bristol-Myers Squibb May 1998 - January 2000
Bristol-Myers Squibb May 1998 - January 2000
Bristol-Myers Squibb June 1995 - May 1998
Education
Texas A&M University 1986 — 1990
Ph.D, Industrial Psychology
The University of Texas at Austin 1982 — 1986
BS, Psychology
Jay W.'s Edward Jones Experience 1998 - 2002
Job Financial Advisor, Harper Financial
Industry Financial Services
Experience
Harper Financial January 2002 - Present
Edward Jones 1998 - 2002
Education
Texas Tech University 1996 — 1998
MS, Finance
Texas A&M University 1992 — 1996
Bachelor's degree, Finance
Harper Financial January 2002 - Present
Edward Jones 1998 - 2002
Education
Texas Tech University 1996 — 1998
MS, Finance
Texas A&M University 1992 — 1996
Bachelor's degree, Finance
M. Craig Hixson's Edward Jones Experience August 2008 - May 2009
Job General Manager at SERVPRO® of East Chattanooga
Industry Facilities Services
Experience
SERVPRO of East Chattanooga October 2013 - Present
LendSmart Mortgage July 2012 - January 2015
VALIC October 2009 - July 2012
Edward Jones August 2008 - May 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Series 7, Retirement Planning, Outlook, PowerPoint, Investments, Public Speaking, Microsoft Word, Retirement, Series 63, Data Analysis, Marketing, Uniform Combined State..., Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Advisory, Asset Allocation, Insurance
Education
Tennessee Technological University 2001 — 2006
B.S., Health Services/Allied Health/Health Sciences, General
SERVPRO of East Chattanooga October 2013 - Present
LendSmart Mortgage July 2012 - January 2015
VALIC October 2009 - July 2012
Edward Jones August 2008 - May 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Series 7, Retirement Planning, Outlook, PowerPoint, Investments, Public Speaking, Microsoft Word, Retirement, Series 63, Data Analysis, Marketing, Uniform Combined State..., Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Advisory, Asset Allocation, Insurance
Education
Tennessee Technological University 2001 — 2006
B.S., Health Services/Allied Health/Health Sciences, General
Ryan Ten Have's Edward Jones Experience October 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2007 - Present
Christian Brothers Automotive Corporation 2005 - 2007
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Retirement
Education
Texas Christian University 2001 — 2005
Finance, Finance, Real Estate
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
Edward Jones October 2007 - Present
Christian Brothers Automotive Corporation 2005 - 2007
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Retirement
Education
Texas Christian University 2001 — 2005
Finance, Finance, Real Estate
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
Patti Zinsmeyer's Edward Jones Experience June 2011 - June 2012
Job Director of Marketing & Tourism at Marble Falls/Lake LBJ Chamber of Commerce & CVB
Industry Nonprofit Organization Management
Experience
Marble Falls/Lake LBJ Chamber of Commerce & CVB September 2014 - Present
Llano Chamber of Commerce & Visitor Center June 2012 - August 2014
Edward Jones June 2011 - June 2012
CML Exploration August 2006 - June 2011
The Market at Steiner Ranch April 2004 - March 2006
Skills
Customer Service, Leadership, Process Scheduler, Microsoft Word, Microsoft Excel, Microsoft Office, Spreadsheets, Outlook, Travel Arrangements, Volunteering, Data Entry, Research, Contract Management, Leases, Accounts Payable, Petroleum, Gas, Budgets, Sales, Management, Public Speaking, Team Building, Training, Marketing, Strategic Planning, Event Planning, Public Relations
Education
Texas A&M University 1979 — 1983
BBA, Marketing & Business Analysis
Marble Falls/Lake LBJ Chamber of Commerce & CVB September 2014 - Present
Llano Chamber of Commerce & Visitor Center June 2012 - August 2014
Edward Jones June 2011 - June 2012
CML Exploration August 2006 - June 2011
The Market at Steiner Ranch April 2004 - March 2006
Skills
Customer Service, Leadership, Process Scheduler, Microsoft Word, Microsoft Excel, Microsoft Office, Spreadsheets, Outlook, Travel Arrangements, Volunteering, Data Entry, Research, Contract Management, Leases, Accounts Payable, Petroleum, Gas, Budgets, Sales, Management, Public Speaking, Team Building, Training, Marketing, Strategic Planning, Event Planning, Public Relations
Education
Texas A&M University 1979 — 1983
BBA, Marketing & Business Analysis
Casey Cadenhead's Edward Jones Experience January 2008 - September 2008
Job Landman at Apache Corporation
Industry Oil & Energy
Experience
Apache Corporation November 2014 - Present
Abraxas Petroleum Corporation November 2009 - November 2014
San Antonio Association of Professional Landmen June 2011 - June 2013
Self Employed September 2008 - November 2009
Edward Jones January 2008 - September 2008
Skills
Contracts and..., Analysis, Contract Management, Due Diligence, Finance, Financial Modeling, Gas, Natural Gas, Negotiation, Risk Management, Supervisory Skills, Valuation, Minerals, Upstream, Drilling, Energy Industry, Joint Ventures, Mineral Rights, Pipelines
Education
Texas A&M University 2002 — 2006
Apache Corporation November 2014 - Present
Abraxas Petroleum Corporation November 2009 - November 2014
San Antonio Association of Professional Landmen June 2011 - June 2013
Self Employed September 2008 - November 2009
Edward Jones January 2008 - September 2008
Skills
Contracts and..., Analysis, Contract Management, Due Diligence, Finance, Financial Modeling, Gas, Natural Gas, Negotiation, Risk Management, Supervisory Skills, Valuation, Minerals, Upstream, Drilling, Energy Industry, Joint Ventures, Mineral Rights, Pipelines
Education
Texas A&M University 2002 — 2006
Laura Greenberg's Edward Jones Experience April 2009 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Edward Jones April 2009 - May 2013
Merrill Lynch 2008 - 2009
Citi 2005 - 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Strategic Financial..., 401k, Portfolio Management, Series 6, Investments, Series 65
Education
Texas Christian University
Fidelity Investments May 2013 - Present
Edward Jones April 2009 - May 2013
Merrill Lynch 2008 - 2009
Citi 2005 - 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Strategic Financial..., 401k, Portfolio Management, Series 6, Investments, Series 65
Education
Texas Christian University
Brenda Rocchio's Edward Jones Experience February 1994 - September 1996
Job Helping families & business owners plan for their financial future Retirement Income Planning Asset Preservation
Industry Investment Management
Experience
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Alexis Henderson's Edward Jones Experience February 2007 - January 2011
Job Mobile Notary Public
Industry Legal Services
Experience
Law Office of Christopher C. Jones October 2011 - Present
Santa Barbara Mobile Notary 2003 - Present
Edward Jones February 2007 - January 2011
Prudential California Realty 1999 - 2002
Skills
Real Estate Transactions, Estate Planning, Notary, Notary Public, Escrow, Legal Research, Wills, Courts, Legal Documents, Litigation Support, Loans, Powers of Attorney, Real Estate, Trusts
Education
University of California, Santa Barbara 2010 — 2012
ABA Accredited Certificate, Paralegal Studies
Texas State University-San Marcos 1993 — 1999
International Studies, Business
Law Office of Christopher C. Jones October 2011 - Present
Santa Barbara Mobile Notary 2003 - Present
Edward Jones February 2007 - January 2011
Prudential California Realty 1999 - 2002
Skills
Real Estate Transactions, Estate Planning, Notary, Notary Public, Escrow, Legal Research, Wills, Courts, Legal Documents, Litigation Support, Loans, Powers of Attorney, Real Estate, Trusts
Education
University of California, Santa Barbara 2010 — 2012
ABA Accredited Certificate, Paralegal Studies
Texas State University-San Marcos 1993 — 1999
International Studies, Business
Philip M. Mortimer, CFA's Edward Jones Experience May 2007 - August 2007
Job Analyst at Frost Bank
Industry Financial Services
Experience
Frost Bank October 2012 - Present
Frost Bank October 2010 - October 2012
Local Insight Media June 2008 - August 2008
Edward Jones May 2007 - August 2007
Skills
Portfolio Management, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Investments, Strategic Financial..., Credit Analysis, Banking, Credit, Loans, Analysis, Commercial Banking, Commercial Lending, Finance
Education
Texas A&M University 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Frost Bank October 2012 - Present
Frost Bank October 2010 - October 2012
Local Insight Media June 2008 - August 2008
Edward Jones May 2007 - August 2007
Skills
Portfolio Management, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Investments, Strategic Financial..., Credit Analysis, Banking, Credit, Loans, Analysis, Commercial Banking, Commercial Lending, Finance
Education
Texas A&M University 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Jesse Villarreal's Edward Jones Experience November 1999 - August 2000
Job EVP Treasury Management Services
Industry Banking
Experience
First Financial Bank, N.A. June 2014 - Present
Texas Capital Bank October 2012 - June 2014
BBVA Compass - Formerly Guaranty Bank January 2001 - October 2012
Guaranty Bank January 2001 - August 2009
Edward Jones November 1999 - August 2000
American Bank August 1995 - November 1999
Skills
Accounting, Auditing, Banking, Business Development, Cash Management, Commercial Banking, Customer Service, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Management, Payments, Product Development, Project Management, Public Speaking, Retail Banking, Risk Management, Sales, SharePoint, Strategy, Treasury Management
Education
Texas A&M University-Commerce 2004 — 2005
MBA, Finance
First Financial Bank, N.A. June 2014 - Present
Texas Capital Bank October 2012 - June 2014
BBVA Compass - Formerly Guaranty Bank January 2001 - October 2012
Guaranty Bank January 2001 - August 2009
Edward Jones November 1999 - August 2000
American Bank August 1995 - November 1999
Skills
Accounting, Auditing, Banking, Business Development, Cash Management, Commercial Banking, Customer Service, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Management, Payments, Product Development, Project Management, Public Speaking, Retail Banking, Risk Management, Sales, SharePoint, Strategy, Treasury Management
Education
Texas A&M University-Commerce 2004 — 2005
MBA, Finance
Craig O'Dell, CFP®'s Edward Jones Experience January 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 1993 - Present
Skills
IRAs, Fixed Annuities, 401k Rollovers, Saving for Education, Wealth Management, Investment Advisory, College Savings Plans, Retirement, Asset Allocation and..., Strategic Planning, Retirement Plan...
Education
Texas A&M University 1975 — 1976
Master's degree, Agricultural Economics
University of Florida 1970 — 1975
Bachelor's degree, Agricultural Economics
Edward Jones January 1993 - Present
Skills
IRAs, Fixed Annuities, 401k Rollovers, Saving for Education, Wealth Management, Investment Advisory, College Savings Plans, Retirement, Asset Allocation and..., Strategic Planning, Retirement Plan...
Education
Texas A&M University 1975 — 1976
Master's degree, Agricultural Economics
University of Florida 1970 — 1975
Bachelor's degree, Agricultural Economics
Misha Frey (903) 267-9808's Edward Jones Experience August 2005 - December 2007
Job Physical Security/AntiTerrorism
Industry Military
Experience
JPMorgan December 2007 - November 2008
Edward Jones August 2005 - December 2007
United States Marine Corps November 1995 - August 2005
Education
Texas A&M University 2000 — 2004
Bechelor of Science, Political Science
JPMorgan December 2007 - November 2008
Edward Jones August 2005 - December 2007
United States Marine Corps November 1995 - August 2005
Education
Texas A&M University 2000 — 2004
Bechelor of Science, Political Science
Cynthia Ramm's Edward Jones Experience February 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones December 2012 - February 2013
Edward Jones November 2010 - December 2012
Edward Jones October 2009 - November 2010
Fidelity Investments March 2007 - March 2009
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2006 - September 2006
Fidelity Institutional Retirement Services Group March 2004 - June 2006
MILLIMAN, USA January 2003 - December 2003
Fidelity Investments September 1998 - October 2002
Skills
CRM, Training, Management, Project Management, Team Leadership, Software Documentation, Employee Benefits, Customer Satisfaction, Sales, Coaching, Call Centers, Customer Service, Quality Assurance, Investments, Business Planning, Leadership
Education
Southwest Texas State San Marcos TX 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Southwest Texas State University 1975 — 1979
Bachelor of Arts, Journalism
Texas State University 1975 — 1979
bachelor, journalism, english
Southwest Texas State University
Bachelor of Arts, Journalism
Edward Jones February 2013 - Present
Edward Jones December 2012 - February 2013
Edward Jones November 2010 - December 2012
Edward Jones October 2009 - November 2010
Fidelity Investments March 2007 - March 2009
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2006 - September 2006
Fidelity Institutional Retirement Services Group March 2004 - June 2006
MILLIMAN, USA January 2003 - December 2003
Fidelity Investments September 1998 - October 2002
Skills
CRM, Training, Management, Project Management, Team Leadership, Software Documentation, Employee Benefits, Customer Satisfaction, Sales, Coaching, Call Centers, Customer Service, Quality Assurance, Investments, Business Planning, Leadership
Education
Southwest Texas State San Marcos TX 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Southwest Texas State University 1975 — 1979
Bachelor of Arts, Journalism
Texas State University 1975 — 1979
bachelor, journalism, english
Southwest Texas State University
Bachelor of Arts, Journalism
NICHOLAS J. MESSINA's Edward Jones Experience 2004 - 2006
Job Client Relationship Director at Financial Network Associates
Industry Financial Services
Experience
Financial Network Associates Financial AdvisorSunTrust Investment Services2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2007
EDWARD JONES 2004 - 2006
Securian Financial Group December 1999 - June 2004
MASS MUTUAL 1997 - 1999
Skills
Series 7, Financial Services
Education
Temple University
Financial Network Associates Financial AdvisorSunTrust Investment Services2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2007
EDWARD JONES 2004 - 2006
Securian Financial Group December 1999 - June 2004
MASS MUTUAL 1997 - 1999
Skills
Series 7, Financial Services
Education
Temple University
Jason McDowell's Edward Jones Experience August 1998 - May 2006
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2008 - Present
A.G. Edwards & Sons, Inc. May 2006 - May 2008
Edward Jones August 1998 - May 2006
Citation Corporation January 1995 - 1997
Cumberland Swan 1990 - 1993
Skills
Retirement Planning, Investments, Retirement, Portfolio Management, Mutual Funds, 401k, Fixed Annuities, Securities, Estate Investment..., Strategic Investment...
Education
University of Alabama at Birmingham 1995 — 1996
M.B.A., Finance
Tennessee Technological University 1989 — 1994
B.S., Industrial Technology
Smyrna/LaVergne High 1987 — 1989
Wells Fargo Advisors, LLC May 2008 - Present
A.G. Edwards & Sons, Inc. May 2006 - May 2008
Edward Jones August 1998 - May 2006
Citation Corporation January 1995 - 1997
Cumberland Swan 1990 - 1993
Skills
Retirement Planning, Investments, Retirement, Portfolio Management, Mutual Funds, 401k, Fixed Annuities, Securities, Estate Investment..., Strategic Investment...
Education
University of Alabama at Birmingham 1995 — 1996
M.B.A., Finance
Tennessee Technological University 1989 — 1994
B.S., Industrial Technology
Smyrna/LaVergne High 1987 — 1989
Edward Owens, MPA, MS, BBA's Edward Jones Experience February 2004 - February 2006
Job Project Specialist at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. February 2015 - Present
Sears Home Services August 2014 - February 2015
Remington College October 2006 - February 2014
Great West March 2006 - November 2007
Edward Jones February 2004 - February 2006
Skills
Instructor-led Training, Career Development, Proposal Writing, Research, Public Relations, Project Planning, Project Management
Education
Walden University 2009 — 2015
Doctor of Education (Ed.D.), Higher Education/Adult Learning, 4.0
The University of Texas at Arlington 1994 — 2002
Master of Public Administration (MPA), Public Administration, 3.80
Texas Southern University 1988 — 1992
Master of Science (M.S.), Transportation/Planning & Management, 3.67
Texas Southern University 1979 — 1988
Bachelor of Business Administration (B.B.A.), General Business/Marketing, 3.0 in Major
Lowe's Companies, Inc. February 2015 - Present
Sears Home Services August 2014 - February 2015
Remington College October 2006 - February 2014
Great West March 2006 - November 2007
Edward Jones February 2004 - February 2006
Skills
Instructor-led Training, Career Development, Proposal Writing, Research, Public Relations, Project Planning, Project Management
Education
Walden University 2009 — 2015
Doctor of Education (Ed.D.), Higher Education/Adult Learning, 4.0
The University of Texas at Arlington 1994 — 2002
Master of Public Administration (MPA), Public Administration, 3.80
Texas Southern University 1988 — 1992
Master of Science (M.S.), Transportation/Planning & Management, 3.67
Texas Southern University 1979 — 1988
Bachelor of Business Administration (B.B.A.), General Business/Marketing, 3.0 in Major
Jeiccy J. Hakim's Edward Jones Experience August 2010 - August 2011
Job Investment Assistant at Salient Partners
Industry Financial Services
Experience
Salient Partners July 2015 - Present
AXA July 2012 - July 2015
Shanghai Chengbang Auto Accessories September 2011 - January 2012
Edward Jones August 2010 - August 2011
Kingham Dalton Wilson, Ltd. June 2008 - July 2010
Pepper Construction Group June 2004 - June 2008
Education
Texas A&M University 2000 — 2004
Construction Science, Construction Science
Taylor High School
Salient Partners July 2015 - Present
AXA July 2012 - July 2015
Shanghai Chengbang Auto Accessories September 2011 - January 2012
Edward Jones August 2010 - August 2011
Kingham Dalton Wilson, Ltd. June 2008 - July 2010
Pepper Construction Group June 2004 - June 2008
Education
Texas A&M University 2000 — 2004
Construction Science, Construction Science
Taylor High School
Colin McGrath's Edward Jones Experience November 2011 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones November 2011 - Present
BNY Mellon/Pershing July 2010 - April 2011
The Hartford/PLANCO July 2007 - July 2009
Education
Temple University
BBA, Marketing
Edward Jones November 2011 - Present
BNY Mellon/Pershing July 2010 - April 2011
The Hartford/PLANCO July 2007 - July 2009
Education
Temple University
BBA, Marketing
Jeff Golliher's Edward Jones Experience September 2001 - October 2003
Job Regional Director at Zee Company
Industry Chemicals
Experience
Zee Company February 2006 - Present
Perdue Farms December 2004 - February 2006
Burlington Industries October 2003 - November 2004
Edward Jones September 2001 - October 2003
Americal Corporation July 1995 - April 2001
Skills
Process Improvement, Cross-functional Team..., Quality Assurance, Six Sigma, Continuous Improvement, Process Engineering, Operational Excellence, Quality Management, Root Cause Analysis, Quality System, Kaizen, Manufacturing, Operations Management, Food Industry, Team Building, Lean Manufacturing, Product Development
Education
University of South Carolina - Darla Moore School of Business 1989 — 1992
MBA, Business
Tennessee Technological University 1981 — 1984
BS, Chemical Engineering
Zee Company February 2006 - Present
Perdue Farms December 2004 - February 2006
Burlington Industries October 2003 - November 2004
Edward Jones September 2001 - October 2003
Americal Corporation July 1995 - April 2001
Skills
Process Improvement, Cross-functional Team..., Quality Assurance, Six Sigma, Continuous Improvement, Process Engineering, Operational Excellence, Quality Management, Root Cause Analysis, Quality System, Kaizen, Manufacturing, Operations Management, Food Industry, Team Building, Lean Manufacturing, Product Development
Education
University of South Carolina - Darla Moore School of Business 1989 — 1992
MBA, Business
Tennessee Technological University 1981 — 1984
BS, Chemical Engineering
Lawrence L. Ruiz's Edward Jones Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones April 2015 - Present
Edward Jones April 2015 - Present
Quintiles March 2014 - April 2015
Nautilus Neurosciences, Inc. February 2013 - December 2013
Luitpold Pharmaceuticals February 2012 - November 2012
Luitpold Pharmaceuticals April 2011 - February 2012
Novartis May 2004 - April 2011
H.E.B August 1998 - May 2004
Kraft Foods August 1997 - August 1998
Skills
Orthopedics, Pharmaceutical Sales, Strategic Planning, Budgeting, Consultative Selling, Customer Relations, Mentoring, Neurology, Cardiology, Selling, Orthopedic, Psychiatry, Acute Pain Management, Neurologists, Gastroenterology, Hypertension, Customer Service, OB/GYN, Budgets, Managed Care, Pain Management, Selling Skills, Rheumatology, Endocrinology, Nephrology, Urology, Sales
Education
Texas A&M University 1987 — 1991
BBA, Finance
Edward Jones April 2015 - Present
Edward Jones April 2015 - Present
Edward Jones April 2015 - Present
Quintiles March 2014 - April 2015
Nautilus Neurosciences, Inc. February 2013 - December 2013
Luitpold Pharmaceuticals February 2012 - November 2012
Luitpold Pharmaceuticals April 2011 - February 2012
Novartis May 2004 - April 2011
H.E.B August 1998 - May 2004
Kraft Foods August 1997 - August 1998
Skills
Orthopedics, Pharmaceutical Sales, Strategic Planning, Budgeting, Consultative Selling, Customer Relations, Mentoring, Neurology, Cardiology, Selling, Orthopedic, Psychiatry, Acute Pain Management, Neurologists, Gastroenterology, Hypertension, Customer Service, OB/GYN, Budgets, Managed Care, Pain Management, Selling Skills, Rheumatology, Endocrinology, Nephrology, Urology, Sales
Education
Texas A&M University 1987 — 1991
BBA, Finance
Cass Jenkins's Edward Jones Experience 2000 - 2002
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - Present
Edward Jones 2000 - 2002
Midland Police Department 1993 - 2000
Skills
Retirement Planning, Retirement Income..., Wealth Management, Series 7, Investment Advisory, Mortgage Lending, Alternative Investments, Asset Allocation, Credit, Equities, Financial Analysis, Financial Services, Investment Banking, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Series 63, Strategic Financial..., Valuation
Education
Texas Christian University 1990 — 1992
Bachelor's degree
Weatherford College 1988 — 1990
Associate of Arts (A.A.)
Paschal 1984 — 1988
Merrill Lynch December 2002 - Present
Edward Jones 2000 - 2002
Midland Police Department 1993 - 2000
Skills
Retirement Planning, Retirement Income..., Wealth Management, Series 7, Investment Advisory, Mortgage Lending, Alternative Investments, Asset Allocation, Credit, Equities, Financial Analysis, Financial Services, Investment Banking, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Series 63, Strategic Financial..., Valuation
Education
Texas Christian University 1990 — 1992
Bachelor's degree
Weatherford College 1988 — 1990
Associate of Arts (A.A.)
Paschal 1984 — 1988
Rick Brandesky's Edward Jones Experience 2010 - 2011
Job Regional Sales Consultant Retirement Plans
Industry Financial Services
Experience
The Retirement Advantage 2011 - Present
Edward Jones 2010 - 2011
Paychex 2007 - 2010
Shell Employees Federal Credit Union 2004 - 2007
State Farm Insurance 2003 - 2004
Paychex 1999 - 2003
Aflac 1996 - 1998
Skills
New Business Development, Sales, Business Development, 401k, Retirement, Profit Sharing, Defined Benefit, Pensions, Retirement Plan..., Retirement Planning, Employee Benefits, ERISA, Series 63, Insurance, Investments, Series 6, Financial Advisory, Defined Contribution, PEO, Cash Balance Plans
Education
Texas A&M University-Corpus Christi
Business Administration, Marketing
The Retirement Advantage 2011 - Present
Edward Jones 2010 - 2011
Paychex 2007 - 2010
Shell Employees Federal Credit Union 2004 - 2007
State Farm Insurance 2003 - 2004
Paychex 1999 - 2003
Aflac 1996 - 1998
Skills
New Business Development, Sales, Business Development, 401k, Retirement, Profit Sharing, Defined Benefit, Pensions, Retirement Plan..., Retirement Planning, Employee Benefits, ERISA, Series 63, Insurance, Investments, Series 6, Financial Advisory, Defined Contribution, PEO, Cash Balance Plans
Education
Texas A&M University-Corpus Christi
Business Administration, Marketing
James T. Cunius's Edward Jones Experience 2001 - 2003
Job Owner Cunius School of Martial Arts
Industry Health, Wellness and Fitness
Experience
Cunius School of Martial Arts May 2013 - Present
Daniel Pope Karate Institute February 1988 - May 2013
TruMark Financial Credit Union January 2011 - August 2012
Sovereign Bank June 2003 - December 2010
GEHR Plastics USA July 2005 - December 2006
Edward Jones 2001 - 2003
Skills
Martial Arts Master..., Loans, Retail Banking, Consumer Lending, Banking, Credit, Loan Origination, Cross Selling, Branch Management, Small Business Lending, Small Business, Equities, Financial Services, Customer Service, Branch Banking, Sales, Training
Education
Monsignor Bonner High School 1987 — 1991
Temple University
Computer Science
Cunius School of Martial Arts May 2013 - Present
Daniel Pope Karate Institute February 1988 - May 2013
TruMark Financial Credit Union January 2011 - August 2012
Sovereign Bank June 2003 - December 2010
GEHR Plastics USA July 2005 - December 2006
Edward Jones 2001 - 2003
Skills
Martial Arts Master..., Loans, Retail Banking, Consumer Lending, Banking, Credit, Loan Origination, Cross Selling, Branch Management, Small Business Lending, Small Business, Equities, Financial Services, Customer Service, Branch Banking, Sales, Training
Education
Monsignor Bonner High School 1987 — 1991
Temple University
Computer Science
Steven Niskanen's Edward Jones Experience 1998 - 1998
Job Senior Project Manager Healthcare
Industry Construction
Experience
Broaddus & Associates July 2013 - Present
Vanir Construction Management September 2012 - July 2013
BBVA Compass November 2010 - May 2012
SpawMaxwell Company January 2007 - September 2010
Mac Haik Healthcare LTD 2004 - 2007
Projects By Design, L.L.C. 2002 - 2004
International Biochemicals Group, LTD 2001 - 2002
Nalco Chemical Company 1998 - 2001
Edward Jones 1998 - 1998
Nalco Chemical Company 1988 - 1998
Skills
Procurement, Team Building, Leadership, Contract Management, Construction, Contract Negotiation, Project Management, MS Project, Budgets, Construction Management, Business Development, Program Management, Submittals, Facilities Management, Training, Management, Strategy, Renovation, Value Engineering, Subcontracting, LEED, Proposal Writing, Change Orders, Project Planning, CPM Scheduling, Contractors, Pre-construction, Risk Management, Design-Build, Project Coordination, Project Estimation, Process Scheduler, Constructability, Project Bidding, Cost Control, Cost Management, Project Control, Green Building, Engineering, RFI, MEP, Microsoft Project
Education
Texas A&M University - Mays Business School 2001 — 2004
Master of Business Administration
University of Wisconsin-Madison 1999 — 2000
Masters Certificate, Project Management
United States Naval Academy 1978 — 1982
BS in Systems Engineering
Broaddus & Associates July 2013 - Present
Vanir Construction Management September 2012 - July 2013
BBVA Compass November 2010 - May 2012
SpawMaxwell Company January 2007 - September 2010
Mac Haik Healthcare LTD 2004 - 2007
Projects By Design, L.L.C. 2002 - 2004
International Biochemicals Group, LTD 2001 - 2002
Nalco Chemical Company 1998 - 2001
Edward Jones 1998 - 1998
Nalco Chemical Company 1988 - 1998
Skills
Procurement, Team Building, Leadership, Contract Management, Construction, Contract Negotiation, Project Management, MS Project, Budgets, Construction Management, Business Development, Program Management, Submittals, Facilities Management, Training, Management, Strategy, Renovation, Value Engineering, Subcontracting, LEED, Proposal Writing, Change Orders, Project Planning, CPM Scheduling, Contractors, Pre-construction, Risk Management, Design-Build, Project Coordination, Project Estimation, Process Scheduler, Constructability, Project Bidding, Cost Control, Cost Management, Project Control, Green Building, Engineering, RFI, MEP, Microsoft Project
Education
Texas A&M University - Mays Business School 2001 — 2004
Master of Business Administration
University of Wisconsin-Madison 1999 — 2000
Masters Certificate, Project Management
United States Naval Academy 1978 — 1982
BS in Systems Engineering
Bart Reider's Edward Jones Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Laser Quest January 2012 - August 2014
Blockbuster January 2003 - January 2012
Cinemark October 2001 - January 2003
Skills
Recruiting, Management, Customer Service, Leadership, Training, Interviews, Teamwork, Hiring, Inventory Management, Loss Prevention, Sales, Coaching, Employee Training, Marketing, Performance Management, Event Planning, Event Management, Store Management, Operations Management, Leadership Development, Strategic Planning, Time Management, Merchandising, Retail, P, Employee Relations, Inventory Control, Profit, Visual Merchandising, Hospitality, Business Development, Onboarding, Sourcing, Change Management, Project Management, Business Strategy, Talent Acquisition, Applicant Tracking..., Forecasting, Multi-Unit, Talent Management, Cold Calling, Shrinkage, Photoshop, Direct Sales
Education
Texas A&M University 1994 — 2005
Agricultural Economics, Food & Fiber Marketing
Texas A&M University 1994 — 2005
Bachelor's degree, Agricultural Economics
Edward Jones January 2015 - Present
Laser Quest January 2012 - August 2014
Blockbuster January 2003 - January 2012
Cinemark October 2001 - January 2003
Skills
Recruiting, Management, Customer Service, Leadership, Training, Interviews, Teamwork, Hiring, Inventory Management, Loss Prevention, Sales, Coaching, Employee Training, Marketing, Performance Management, Event Planning, Event Management, Store Management, Operations Management, Leadership Development, Strategic Planning, Time Management, Merchandising, Retail, P, Employee Relations, Inventory Control, Profit, Visual Merchandising, Hospitality, Business Development, Onboarding, Sourcing, Change Management, Project Management, Business Strategy, Talent Acquisition, Applicant Tracking..., Forecasting, Multi-Unit, Talent Management, Cold Calling, Shrinkage, Photoshop, Direct Sales
Education
Texas A&M University 1994 — 2005
Agricultural Economics, Food & Fiber Marketing
Texas A&M University 1994 — 2005
Bachelor's degree, Agricultural Economics
Kent Buckley, AAMS's Edward Jones Experience April 2001 - Present
Job Financial Avisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2001 - Present
Education
Tennessee Technological University 1967 — 1971
Duncan U. Fletcher High School, Jacksonville Beach, FL. 1963 — 1967
High School, General Studies
Edward Jones April 2001 - Present
Education
Tennessee Technological University 1967 — 1971
Duncan U. Fletcher High School, Jacksonville Beach, FL. 1963 — 1967
High School, General Studies
Ken Matney's Edward Jones Experience June 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Standard Pacific Homes 2005 - 2008
Lennar Homes 2002 - 2005
Skills
Hold Series 7, Hold Series 66, Construction Management, Business, Customer Service, Contractors, Entrepreneurship, Leadership, New Business Development, Office Management, Strategic Planning, Quality Management
Education
Texas A&M University 1989 — 1991
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Edward Jones June 2010 - Present
Standard Pacific Homes 2005 - 2008
Lennar Homes 2002 - 2005
Skills
Hold Series 7, Hold Series 66, Construction Management, Business, Customer Service, Contractors, Entrepreneurship, Leadership, New Business Development, Office Management, Strategic Planning, Quality Management
Education
Texas A&M University 1989 — 1991
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
david nance's Edward Jones Experience January 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Sewell Automotive Companies June 1999 - December 2000
Education
Texas A&M University 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones January 2001 - Present
Sewell Automotive Companies June 1999 - December 2000
Education
Texas A&M University 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Samuel Rose's Edward Jones Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Bankers Life and Casualty 2011 - 2012
Edward Jones 2010 - 2011
Oreck Corporation 2007 - 2010
Independent Insurance Adjuster 2005 - 2007
United States Marine Corps 1999 - 2005
Skills
Personal Financial..., Strategic Financial..., Series 7, series 66, Relation Management, Relationship-building..., Management, Customer Service, Customer-facing, Sales Growth, Sales Workshops, Referrals, Training, Education
Education
Tennessee Technological University
Bachelor of Business Administration (B.B.A.), Finance, General
Bankers Life and Casualty 2011 - 2012
Edward Jones 2010 - 2011
Oreck Corporation 2007 - 2010
Independent Insurance Adjuster 2005 - 2007
United States Marine Corps 1999 - 2005
Skills
Personal Financial..., Strategic Financial..., Series 7, series 66, Relation Management, Relationship-building..., Management, Customer Service, Customer-facing, Sales Growth, Sales Workshops, Referrals, Training, Education
Education
Tennessee Technological University
Bachelor of Business Administration (B.B.A.), Finance, General
Jamie Luker's Edward Jones Experience January 2005 - Present
Job
Industry Financial Services
Experience
Edward Jones January 2005 - Present
Edward Jones 2004 - 2005
Edward Jones 2002 - 2004
Edward Jones 1999 - 2002
Players Island Casino 1998 - 1999
Walt Disney World August 1996 - January 1997
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Life & Health Insurance...
Education
Texas A&M University
Bachelor of Business Administration (BBA)
Truman State University
Edward Jones January 2005 - Present
Edward Jones 2004 - 2005
Edward Jones 2002 - 2004
Edward Jones 1999 - 2002
Players Island Casino 1998 - 1999
Walt Disney World August 1996 - January 1997
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Life & Health Insurance...
Education
Texas A&M University
Bachelor of Business Administration (BBA)
Truman State University
Scot Davis's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones January 2015 - Present
Wichita Falls Ford Lincoln June 2014 - January 2015
Education
Texas A&M University 1991 — 1993
Bachelor of Science (B.S.), Agricultural Economics
Iowa Park High School 1985 — 1989
Edward Jones January 2015 - Present
Wichita Falls Ford Lincoln June 2014 - January 2015
Education
Texas A&M University 1991 — 1993
Bachelor of Science (B.S.), Agricultural Economics
Iowa Park High School 1985 — 1989
Dillon Shelton's Edward Jones Experience Financial AdvisorEdward Jones2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Financial AdvisorEdward Jones2014 - Present
Skills
Project Management, Project Planning, Microsoft Office, Budgets, Contract Negotiation, Microsoft Excel, Contract Management, Construction Management, Strategic Planning, Series 7, Series 66
Education
Texas A&M University 2011 — 2014
Bachelor’s Degree, Business Administration and Management
Texas A&M University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward Jones Financial AdvisorEdward Jones2014 - Present
Skills
Project Management, Project Planning, Microsoft Office, Budgets, Contract Negotiation, Microsoft Excel, Contract Management, Construction Management, Strategic Planning, Series 7, Series 66
Education
Texas A&M University 2011 — 2014
Bachelor’s Degree, Business Administration and Management
Texas A&M University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation