Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Jeff Kikel, ChFC®, CRPC® Jeff Kikel, ChFC®, CRPC®'s Edward Jones Experience March 2013 - December 2014
Job Vice President of Business Development and Senior Investment Advisor at South Texas Money Management
Industry Financial Services
Experience
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
Jim Mills, AAMS Jim Mills, AAMS's Edward Jones Experience July 1990 - September 2013
Job Branch Manager/ Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
IPI October 2013 - November 2014
Edward Jones July 1990 - September 2013
Education
Texas Tech University 1981 — 1985
BBA Finance, Portfolio Management/ Banking
Texas Tech University - Rawls College of Business 1981 — 1985
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Ameriprise Financial Services, Inc. December 2014 - Present
IPI October 2013 - November 2014
Edward Jones July 1990 - September 2013
Education
Texas Tech University 1981 — 1985
BBA Finance, Portfolio Management/ Banking
Texas Tech University - Rawls College of Business 1981 — 1985
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Jabari King Jabari King's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2015 - Present
Aramark Uniform Services September 2014 - April 2015
First National Bank April 2013 - August 2014
Texas Tech Law School SA May 2012 - January 2013
N/A January 2011 - May 2012
Skills
Leadership, Time Management, Sales, Banking, Loans, Retail Banking, Credit, Commercial Banking, Consumer Lending, Credit Analysis, Commercial Lending, Customer Service, Cross Selling, New Business Development, Social Media, PowerPoint, Microsoft Word, Event Planning
Education
Texas Tech University 2011 — 2013
Bachelors of Arts, Political Science
Edward Jones April 2015 - Present
Aramark Uniform Services September 2014 - April 2015
First National Bank April 2013 - August 2014
Texas Tech Law School SA May 2012 - January 2013
N/A January 2011 - May 2012
Skills
Leadership, Time Management, Sales, Banking, Loans, Retail Banking, Credit, Commercial Banking, Consumer Lending, Credit Analysis, Commercial Lending, Customer Service, Cross Selling, New Business Development, Social Media, PowerPoint, Microsoft Word, Event Planning
Education
Texas Tech University 2011 — 2013
Bachelors of Arts, Political Science
Joshua Schachner Joshua Schachner's Edward Jones Experience February 2011 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2011 - Present
Momentum March 2008 - February 2011
Daitz Personal Logistics June 2007 - November 2007
Education
The Ohio State University 2003 — 2007
Strategic Communication, Marketing / Advertising
Lehman Catholic High School 2000 — 2003
Edward Jones February 2011 - Present
Momentum March 2008 - February 2011
Daitz Personal Logistics June 2007 - November 2007
Education
The Ohio State University 2003 — 2007
Strategic Communication, Marketing / Advertising
Lehman Catholic High School 2000 — 2003
Kathy Tidwell Kathy Tidwell's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Epicor Software Corp September 2001 - July 2013
Cooperative Computing, Inc. September 1998 - September 2001
Austin National Bank June 1992 - April 1998
Texas Bank Southwest June 1984 - May 1992
AA Electric Co, Inc. February 1988 - January 1990
Skills
Business Analysis, Microsoft Excel, Process Improvement, Access, Accounts Payable, Forecasting, Salesforce.com, Accounting, Payroll, Sales Tax, File Management, Human Resources, Document Management, Banking, Commercial Banking, customer service, financial reporting, Cash Management, Budget Process, Accounts Receivable, Auditing, Teamwork, Finance, Customer Service
Education
Texas State University-San Marcos 1980 — 1984
Bachelors of Science, Elementary Education and Teaching
Texas State University-San Marcos 1980 — 1984
Bachelor of Science (BS), Elementary Education and Teaching
Edward Jones March 2014 - Present
Epicor Software Corp September 2001 - July 2013
Cooperative Computing, Inc. September 1998 - September 2001
Austin National Bank June 1992 - April 1998
Texas Bank Southwest June 1984 - May 1992
AA Electric Co, Inc. February 1988 - January 1990
Skills
Business Analysis, Microsoft Excel, Process Improvement, Access, Accounts Payable, Forecasting, Salesforce.com, Accounting, Payroll, Sales Tax, File Management, Human Resources, Document Management, Banking, Commercial Banking, customer service, financial reporting, Cash Management, Budget Process, Accounts Receivable, Auditing, Teamwork, Finance, Customer Service
Education
Texas State University-San Marcos 1980 — 1984
Bachelors of Science, Elementary Education and Teaching
Texas State University-San Marcos 1980 — 1984
Bachelor of Science (BS), Elementary Education and Teaching
Ajeet Gautam Ajeet Gautam's Edward Jones Experience June 2013 - August 2013
Job Portfolio Management
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Off The Row February 2012 - April 2014
Edward Jones June 2013 - August 2013
Education
Washington University in St. Louis 2010 — 2014
Bachelor of Arts, Economics (Honors Track) & Finance
London School of Economics and Political Science 2012 — 2012
Ladue Horton-Watkins High School 2006 — 2010
Guggenheim Partners June 2014 - Present
Off The Row February 2012 - April 2014
Edward Jones June 2013 - August 2013
Education
Washington University in St. Louis 2010 — 2014
Bachelor of Arts, Economics (Honors Track) & Finance
London School of Economics and Political Science 2012 — 2012
Ladue Horton-Watkins High School 2006 — 2010
David Klemm David Klemm's Edward Jones Experience January 2013 - November 2013
Job Accounting Support Specialist at Hilton Worldwide
Industry Financial Services
Experience
Hilton Worldwide May 2014 - Present
Edward Jones January 2013 - November 2013
The Law Office of David Lanehart May 2010 - May 2012
Denton County Criminal District Attorney's Office August 2008 - May 2009
Skills
Accounting, Legal Research, Series 7, Series 66
Education
Texas Tech University - Rawls College of Business 2011 — 2012
MBA
Texas Tech University School of Law 2009 — 2012
J.D.
University of North Texas 2005 — 2009
Bachelor of Science
Hilton Worldwide May 2014 - Present
Edward Jones January 2013 - November 2013
The Law Office of David Lanehart May 2010 - May 2012
Denton County Criminal District Attorney's Office August 2008 - May 2009
Skills
Accounting, Legal Research, Series 7, Series 66
Education
Texas Tech University - Rawls College of Business 2011 — 2012
MBA
Texas Tech University School of Law 2009 — 2012
J.D.
University of North Texas 2005 — 2009
Bachelor of Science
Ashley Dominey Stewart, CFP®'s Edward Jones Experience May 2008 - August 2008
Job Wealth Manager at Efficient Wealth Management LLC
Industry Financial Services
Experience
Efficient Wealth Management LLC October 2013 - Present
HWS August 2012 - October 2013
Saunders & Associates April 2011 - August 2012
Avondale Wealth Management September 2010 - October 2010
Ackley Financial Group January 2010 - July 2010
Edward Jones May 2008 - August 2008
First Bank, N.A. February 2003 - April 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Retirement, Asset Allocation, Investments, Financial Planners, Investment Advisory, Financial Advisory, Mutual Funds, Fixed Annuities, 401k, Series 7, Investment Strategies, Life Insurance, Wealth, Uniform Combined State..., Finance, 401k Rollovers, Personal Financial..., Investment Management, FINRA, IRAs, Long-term Care, Personal Finance, Series 63, Wealth Accumulation, Portfolio Management, Certified Financial..., Securities, Asset Management, Financial Services, Wealth Management..., High Net Worth..., Alternative Investments, ETFs, Roth IRA, Long Term Care Insurance, College Savings Plans, Financial Planning
Education
Texas Tech University 2004 — 2009
Master of Science, Personal Financial Planning
Texas Tech University 2004 — 2008
Bachelor of Science, Personal Financial Planning
Conroe High School
Efficient Wealth Management LLC October 2013 - Present
HWS August 2012 - October 2013
Saunders & Associates April 2011 - August 2012
Avondale Wealth Management September 2010 - October 2010
Ackley Financial Group January 2010 - July 2010
Edward Jones May 2008 - August 2008
First Bank, N.A. February 2003 - April 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Retirement, Asset Allocation, Investments, Financial Planners, Investment Advisory, Financial Advisory, Mutual Funds, Fixed Annuities, 401k, Series 7, Investment Strategies, Life Insurance, Wealth, Uniform Combined State..., Finance, 401k Rollovers, Personal Financial..., Investment Management, FINRA, IRAs, Long-term Care, Personal Finance, Series 63, Wealth Accumulation, Portfolio Management, Certified Financial..., Securities, Asset Management, Financial Services, Wealth Management..., High Net Worth..., Alternative Investments, ETFs, Roth IRA, Long Term Care Insurance, College Savings Plans, Financial Planning
Education
Texas Tech University 2004 — 2009
Master of Science, Personal Financial Planning
Texas Tech University 2004 — 2008
Bachelor of Science, Personal Financial Planning
Conroe High School
John N. Couric John N. Couric's Edward Jones Experience 2000 - 2006
Job Registered Principal / Financial Advisor at Cetera Advisor Networks, Member SIPC
Industry Financial Services
Experience
Cetera Advisor Networks, LLC 2006 - Present
Couric & Co. 2008 - Present
Couric Financial 2015 - Present
Edward Jones 2000 - 2006
Vanguard Furniture 1998 - 2000
Hickory Chair Company 1995 - 1998
French Embassy 1993 - 1994
Education
The George Washington University 1993 — 1995
International Relations, Western European Studies
Cetera Advisor Networks, LLC 2006 - Present
Couric & Co. 2008 - Present
Couric Financial 2015 - Present
Edward Jones 2000 - 2006
Vanguard Furniture 1998 - 2000
Hickory Chair Company 1995 - 1998
French Embassy 1993 - 1994
Education
The George Washington University 1993 — 1995
International Relations, Western European Studies
Sam Emmerson Sam Emmerson's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Sewell Lexus Dallas August 2011 - February 2014
Rawls College of Business at Texas Tech University August 2010 - July 2011
Sewell Lexus Dallas May 2010 - August 2010
Sewell Cadillac-Saab Grapevine May 2009 - January 2010
Sewell Cadillac-Saab Grapevine May 2008 - January 2010
Sewell Cadillac-Saab Grapevine May 2008 - August 2008
True Blend Chemicals and Safety Services August 2006 - December 2007
Troop 1932 - Arlington, TX February 2000 - August 2007
Skills
Leadership, Sales, Management, Operations Management, Entrepreneurship, Teamwork, Supply Chain Management, Competitive Analysis, Small Business, Customer Service, Customer Satisfaction, Manufacturing, Team Building, Process Improvement, Account Management, Team Leadership, Inventory Management, Sales Management, Microsoft Office, Microsoft Excel, Automotive, Time Management, Retail, Marketing, Purchasing, Training, Strategy, Customer Retention, Negotiation
Education
Texas Tech University 2007 — 2011
Bachelors of Business Administration, Management
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
Texas Tech University - Rawls College of Business 2010 — 2010
Certificate of Technology Entrepreneurship, Entrepreneurship, Management
Edward Jones June 2014 - Present
Sewell Lexus Dallas August 2011 - February 2014
Rawls College of Business at Texas Tech University August 2010 - July 2011
Sewell Lexus Dallas May 2010 - August 2010
Sewell Cadillac-Saab Grapevine May 2009 - January 2010
Sewell Cadillac-Saab Grapevine May 2008 - January 2010
Sewell Cadillac-Saab Grapevine May 2008 - August 2008
True Blend Chemicals and Safety Services August 2006 - December 2007
Troop 1932 - Arlington, TX February 2000 - August 2007
Skills
Leadership, Sales, Management, Operations Management, Entrepreneurship, Teamwork, Supply Chain Management, Competitive Analysis, Small Business, Customer Service, Customer Satisfaction, Manufacturing, Team Building, Process Improvement, Account Management, Team Leadership, Inventory Management, Sales Management, Microsoft Office, Microsoft Excel, Automotive, Time Management, Retail, Marketing, Purchasing, Training, Strategy, Customer Retention, Negotiation
Education
Texas Tech University 2007 — 2011
Bachelors of Business Administration, Management
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
Texas Tech University - Rawls College of Business 2010 — 2010
Certificate of Technology Entrepreneurship, Entrepreneurship, Management
Jordan Gristy Jordan Gristy's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Great Point Capital March 2008 - March 2012
Kershner Trading Group June 2007 - March 2008
Education
Texas Tech University 2002 — 2007
Bachelor's Degree, Finance and Economics
Monterey High School 1999 — 2002
Edward Jones March 2012 - Present
Great Point Capital March 2008 - March 2012
Kershner Trading Group June 2007 - March 2008
Education
Texas Tech University 2002 — 2007
Bachelor's Degree, Finance and Economics
Monterey High School 1999 — 2002
Darcy McLinden Darcy McLinden's Edward Jones Experience November 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Education
Texas State University 2005 — 2006
Bachelor of Science (BS), Fashion Merchandising
The University of Texas at Arlington 2002 — 2004
Bachelor of Science (BS)
Edward Jones November 2008 - Present
Education
Texas State University 2005 — 2006
Bachelor of Science (BS), Fashion Merchandising
The University of Texas at Arlington 2002 — 2004
Bachelor of Science (BS)
Heather Hennigh Heather Hennigh's Edward Jones Experience January 2010 - October 2010
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One January 2014 - Present
VALIC November 2010 - June 2013
Edward Jones January 2010 - October 2010
Edward Jones May 2009 - September 2009
Skills
Registered Investment..., FINRA Series 7, FINRA Series 66, Life, Health, and..., Financial Planning, Retirement Planning, Employee Benefits, Microsoft Office, Customer Service, New Business Development, Retirement Income..., Financial Education, Portfolio Management, Investments, College Savings Plans, Annuities, Insurance Planning, Long Term Care, Risk Management, Estate Planning, Budgeting, Asset Allocation, 401k, Long-term Care, Series 7, Fixed Annuities, Uniform Combined State..., Strategic Financial..., Retirement, Financial Planners, Investment Advisory, Wealth Management, Mutual Funds, FINRA, IRAs, Financial Advisory, 401k Rollovers, Investment Strategies
Education
Texas Tech University 2006 — 2009
Bachelor of Science, Personal Financial Planning
Capital One January 2014 - Present
VALIC November 2010 - June 2013
Edward Jones January 2010 - October 2010
Edward Jones May 2009 - September 2009
Skills
Registered Investment..., FINRA Series 7, FINRA Series 66, Life, Health, and..., Financial Planning, Retirement Planning, Employee Benefits, Microsoft Office, Customer Service, New Business Development, Retirement Income..., Financial Education, Portfolio Management, Investments, College Savings Plans, Annuities, Insurance Planning, Long Term Care, Risk Management, Estate Planning, Budgeting, Asset Allocation, 401k, Long-term Care, Series 7, Fixed Annuities, Uniform Combined State..., Strategic Financial..., Retirement, Financial Planners, Investment Advisory, Wealth Management, Mutual Funds, FINRA, IRAs, Financial Advisory, 401k Rollovers, Investment Strategies
Education
Texas Tech University 2006 — 2009
Bachelor of Science, Personal Financial Planning
David Stanton, MBA, PMP's Edward Jones Experience October 2007 - August 2008
Job Air Force Capture Manager, LJT & Associates, Inc.
Industry Defense & Space
Experience
Westone Laboratories November 2008 - April 2013
5 Star Car Wash February 2007 - July 2011
Edward Jones October 2007 - August 2008
United States Air Force March 2004 - June 2007
United States Air Force March 2001 - March 2004
United States Air Force April 1998 - March 2001
Skills
Project Management, Project Planning, Leadership, Program Management, Training, Operations Management, Management, Customer Service, Strategic Planning, Budgets, Command, Human Resources, CRM, Team Building, Process Improvement, Team Leadership, Forecasting, Product Development, Team Management, Microsoft Office, Microsoft Excel, Microsoft Word, PMP Certified, PowerPoint, Creative Problem Solving, Procedural Analysis, Budget Execution, Department Budget..., Leading Organizational..., Organizational Change..., Military, Security Clearance, Air Force, DoD, Operational Planning, Strategy
Education
City University 1997 — 1999
MBA, Personal Financial Planning
Texas Tech University 1984 — 1986
B.S., Accounting
Crescent High School 1979 — 1982
Westone Laboratories November 2008 - April 2013
5 Star Car Wash February 2007 - July 2011
Edward Jones October 2007 - August 2008
United States Air Force March 2004 - June 2007
United States Air Force March 2001 - March 2004
United States Air Force April 1998 - March 2001
Skills
Project Management, Project Planning, Leadership, Program Management, Training, Operations Management, Management, Customer Service, Strategic Planning, Budgets, Command, Human Resources, CRM, Team Building, Process Improvement, Team Leadership, Forecasting, Product Development, Team Management, Microsoft Office, Microsoft Excel, Microsoft Word, PMP Certified, PowerPoint, Creative Problem Solving, Procedural Analysis, Budget Execution, Department Budget..., Leading Organizational..., Organizational Change..., Military, Security Clearance, Air Force, DoD, Operational Planning, Strategy
Education
City University 1997 — 1999
MBA, Personal Financial Planning
Texas Tech University 1984 — 1986
B.S., Accounting
Crescent High School 1979 — 1982
Jason Blackwell, CFA, CAIA Jason Blackwell, CFA, CAIA's Edward Jones Experience June 2006 - July 2008
Job Investment Consultant
Industry Investment Management
Experience
Mercer Investment Consulting June 2011 - Present
HA&W Wealth Management August 2008 - June 2011
AGLCC June 2006 - December 2008
Edward Jones June 2006 - July 2008
Skills
Chartered Financial..., Microsoft CRM, Alternative Investments, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Hedge Funds, Equities
Education
University of Colorado Boulder 2003 — 2006
B.A., Economics
The George Washington University 2002 — 2003
Transferred, International Affairs
Mercer Investment Consulting June 2011 - Present
HA&W Wealth Management August 2008 - June 2011
AGLCC June 2006 - December 2008
Edward Jones June 2006 - July 2008
Skills
Chartered Financial..., Microsoft CRM, Alternative Investments, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Hedge Funds, Equities
Education
University of Colorado Boulder 2003 — 2006
B.A., Economics
The George Washington University 2002 — 2003
Transferred, International Affairs
Wesley Alston Wesley Alston's Edward Jones Experience October 1999 - October 2001
Job Managing Partner at Lone Star Retirement Services
Industry Financial Services
Experience
Lone Star Retirement Services 2001 - Present
Edward Jones October 1999 - October 2001
Skills
Financial Planning, Microsoft Office, Retirement Planning, English, Outlook, Recruiting, Money Management, Financial Services, Retirement Income..., Variable Annuities, Stock Market, Municipal Bonds, 401k Rollovers, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Private Equity, Product Marketing, Financial Analysis, Trust Services, Preparation of Wills, Estate Planning, College Savings Plans
Education
Texas State University 1996 — 1999
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Lone Star Retirement Services 2001 - Present
Edward Jones October 1999 - October 2001
Skills
Financial Planning, Microsoft Office, Retirement Planning, English, Outlook, Recruiting, Money Management, Financial Services, Retirement Income..., Variable Annuities, Stock Market, Municipal Bonds, 401k Rollovers, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Private Equity, Product Marketing, Financial Analysis, Trust Services, Preparation of Wills, Estate Planning, College Savings Plans
Education
Texas State University 1996 — 1999
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Lindsay Tomlinson's Edward Jones Experience May 2009 - April 2011
Job Strategic Account Manager at 360training.com
Industry Professional Training & Coaching
Experience
360training.com June 2014 - Present
360training.com June 2014 - Present
Art Institute of Austin January 2012 - June 2014
Alfred Angelo May 2011 - January 2012
Edward Jones May 2009 - April 2011
Skills
Customer Service, Sales, Training, Public Speaking, Leadership, Event Planning, Business Development, Coaching, Social Media, Fundraising, Social Networking, Recruiting, Leadership Development, Time Management, Microsoft Office, Interviews, Event Management, Team Building, Management, CRM, Customer Satisfaction, B2B
Education
Texas Tech University 2004 — 2007
Bachelor of Arts (BA), English/Language Arts Teacher Education
Texas Tech University 2004 — 2007
360training.com June 2014 - Present
360training.com June 2014 - Present
Art Institute of Austin January 2012 - June 2014
Alfred Angelo May 2011 - January 2012
Edward Jones May 2009 - April 2011
Skills
Customer Service, Sales, Training, Public Speaking, Leadership, Event Planning, Business Development, Coaching, Social Media, Fundraising, Social Networking, Recruiting, Leadership Development, Time Management, Microsoft Office, Interviews, Event Management, Team Building, Management, CRM, Customer Satisfaction, B2B
Education
Texas Tech University 2004 — 2007
Bachelor of Arts (BA), English/Language Arts Teacher Education
Texas Tech University 2004 — 2007
Ken Lemler's Edward Jones Experience March 2007 - August 2007
Job Used Car Manager at Rusnak Automotive
Industry Automotive
Experience
Rusnak Auto Group January 2014 - Present
Sonic Automotive March 2011 - January 2014
CarMax October 2008 - March 2011
Edward Jones March 2007 - August 2007
Skills
Generation Y Sales, Apple Product Trainer, Internet Marketing, Manager 15+ Associates, Sales, Training, Sales Process, Marketing, Purchasing, Automotive, Online Marketing, Digital Marketing, Finance, Automobile, Dealers, Automotive Aftermarket, Profit, Customer Service, Customer Retention, Customer Satisfaction
Education
The Manchester Metropolitan University 2003 — 2006
Honors Economics and Policy, Economics, Second Degree
Ocean View 1995 — 1999
High School, High School/Secondary Diploma Programs
Rusnak Auto Group January 2014 - Present
Sonic Automotive March 2011 - January 2014
CarMax October 2008 - March 2011
Edward Jones March 2007 - August 2007
Skills
Generation Y Sales, Apple Product Trainer, Internet Marketing, Manager 15+ Associates, Sales, Training, Sales Process, Marketing, Purchasing, Automotive, Online Marketing, Digital Marketing, Finance, Automobile, Dealers, Automotive Aftermarket, Profit, Customer Service, Customer Retention, Customer Satisfaction
Education
The Manchester Metropolitan University 2003 — 2006
Honors Economics and Policy, Economics, Second Degree
Ocean View 1995 — 1999
High School, High School/Secondary Diploma Programs
Leo Renner CPA, MBA, CFP Leo Renner CPA, MBA, CFP's Edward Jones Experience January 2013 - June 2014
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life November 2014 - Present
Edward Jones January 2013 - June 2014
The Renner Group June 2009 - December 2012
Rural Metro Corporation September 2007 - March 2009
PerDatum, Inc. July 1991 - April 2007
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Protection..., IRA Rollovers, Risk Management, Insurance
Education
The Ohio State University
Master of Business Administration (M.B.A.), Finance
The Ohio State University
Bachelor's Degree, Accounting
New York Life November 2014 - Present
Edward Jones January 2013 - June 2014
The Renner Group June 2009 - December 2012
Rural Metro Corporation September 2007 - March 2009
PerDatum, Inc. July 1991 - April 2007
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Protection..., IRA Rollovers, Risk Management, Insurance
Education
The Ohio State University
Master of Business Administration (M.B.A.), Finance
The Ohio State University
Bachelor's Degree, Accounting
Cara Koeritz Cara Koeritz's Edward Jones Experience September 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Beacon Trust Company 2011 - March 2012
ABEL Advisors LLC 1998 - 2010
Intershop Real Estate Services, Inc. 1993 - 1998
Skills
Asset Allocation..., Portfolio Review, Wealth Management, Estate and Legacy..., Finance, Private Equity, Management, Budgets, Risk Management, Financial Modeling
Education
Texas Wesleyan University
BBA, International Business
The University of Texas at Arlington
MBA, Accounting
Edward Jones September 2012 - Present
Beacon Trust Company 2011 - March 2012
ABEL Advisors LLC 1998 - 2010
Intershop Real Estate Services, Inc. 1993 - 1998
Skills
Asset Allocation..., Portfolio Review, Wealth Management, Estate and Legacy..., Finance, Private Equity, Management, Budgets, Risk Management, Financial Modeling
Education
Texas Wesleyan University
BBA, International Business
The University of Texas at Arlington
MBA, Accounting
Heather Dolson's Edward Jones Experience October 2007 - November 2010
Job Experienced administrative assistant, Graphic artist and customer service expert
Industry Marketing and Advertising
Experience
Edward Jones October 2007 - November 2010
Skills
Microsoft Word, Adobe Creative Suite, InDesign, Digital Photography, Administrative..., Data Entry, Account Management, Customer Service, Adobe Bridge, Offset Printing, Digital Printing, Graphic Design, Web Design, Logo Design
Education
The Art Institute of Portland
In Progress, Graphic Design, 3.0
Edward Jones October 2007 - November 2010
Skills
Microsoft Word, Adobe Creative Suite, InDesign, Digital Photography, Administrative..., Data Entry, Account Management, Customer Service, Adobe Bridge, Offset Printing, Digital Printing, Graphic Design, Web Design, Logo Design
Education
The Art Institute of Portland
In Progress, Graphic Design, 3.0
Corby Leschber's Edward Jones Experience September 2009 - March 2010
Job Account Executive at IMAGINiT Technologies
Industry Information Technology and Services
Experience
IMAGINiT Technologies June 2015 - Present
Energy IQ June 2014 - Present
J.P. Morgan Investments June 2010 - June 2014
Edward Jones September 2009 - March 2010
Merrill Lynch March 2008 - June 2009
Bradmark Technologies, Inc. September 2006 - March 2008
Idera Software May 2005 - August 2006
BMC Software July 2004 - April 2005
Hewlett-Packard December 2002 - July 2004
BindView February 2002 - August 2002
Skills
Sales Operations, Management, Sales, Finance, Investments, Portfolio Management, Servers, Banking, Salesforce.com, Direct Sales, SaaS, Strategy, Lead Generation, Enterprise Software, CRM, Strategic Partnerships, Sales Management, Financial Services, New Business Development, Start-ups, Cloud Computing
Education
Texas Tech University 1986 — 1991
Bachelor of Arts, Advertising
IMAGINiT Technologies June 2015 - Present
Energy IQ June 2014 - Present
J.P. Morgan Investments June 2010 - June 2014
Edward Jones September 2009 - March 2010
Merrill Lynch March 2008 - June 2009
Bradmark Technologies, Inc. September 2006 - March 2008
Idera Software May 2005 - August 2006
BMC Software July 2004 - April 2005
Hewlett-Packard December 2002 - July 2004
BindView February 2002 - August 2002
Skills
Sales Operations, Management, Sales, Finance, Investments, Portfolio Management, Servers, Banking, Salesforce.com, Direct Sales, SaaS, Strategy, Lead Generation, Enterprise Software, CRM, Strategic Partnerships, Sales Management, Financial Services, New Business Development, Start-ups, Cloud Computing
Education
Texas Tech University 1986 — 1991
Bachelor of Arts, Advertising
Ben Clark, CFP®, ChFC®, AAMS®, MBA Ben Clark, CFP®, ChFC®, AAMS®, MBA's Edward Jones Experience August 2006 - October 2013
Job Private Wealth Manager at Cornerstone Wealth Management
Industry Financial Services
Experience
University of North Georgia Corps Advisory Council (CAC) July 2014 - Present
Cornerstone Wealth Management October 2013 - Present
Oglethorpe University 2013 - Present
Emory 2011 - Present
PowerCore 2006 - Present
Edward Jones August 2006 - October 2013
Emory University 2011 - 2013
Gip's Manufacturing Company 1984 - 2006
United States Army July 1975 - August 2003
Red Kap Industries and Jantzen Sportswear December 1978 - October 1984
Skills
Small Business, Finance, Insurance, Strategy, Time Management, Investments, Tax, Financial Planners, Estate Planning, Entrepreneurship, Nonprofits, Retirement Planning, Strategic Financial..., Leadership, Wealth Management, Mutual Funds, Training, Team Building, Long-term Care, Business Planning, Marketing, Sales, Microsoft Excel, Employee Benefits, Coaching, Financial Analysis, Life Insurance, Term Life Insurance, Fixed Annuities, Budgets, Retirement
Education
The American College 2011 — 2012
Charted Financial Consultant, Advanced Financial Planning
Emory University 2009 — 2010
Certificate, Financial Planning
Clemson University - College of Business and Behavioral Science 1981 — 1984
MBA, Business
Georgia State University 1976 — 1978
M.Ed., Counseling and Psychological Services
University of North Georgia 1969 — 1975
B.S., Mathematics
The American College
ChFC, Advanced Financial Planning
University of North Georgia Corps Advisory Council (CAC) July 2014 - Present
Cornerstone Wealth Management October 2013 - Present
Oglethorpe University 2013 - Present
Emory 2011 - Present
PowerCore 2006 - Present
Edward Jones August 2006 - October 2013
Emory University 2011 - 2013
Gip's Manufacturing Company 1984 - 2006
United States Army July 1975 - August 2003
Red Kap Industries and Jantzen Sportswear December 1978 - October 1984
Skills
Small Business, Finance, Insurance, Strategy, Time Management, Investments, Tax, Financial Planners, Estate Planning, Entrepreneurship, Nonprofits, Retirement Planning, Strategic Financial..., Leadership, Wealth Management, Mutual Funds, Training, Team Building, Long-term Care, Business Planning, Marketing, Sales, Microsoft Excel, Employee Benefits, Coaching, Financial Analysis, Life Insurance, Term Life Insurance, Fixed Annuities, Budgets, Retirement
Education
The American College 2011 — 2012
Charted Financial Consultant, Advanced Financial Planning
Emory University 2009 — 2010
Certificate, Financial Planning
Clemson University - College of Business and Behavioral Science 1981 — 1984
MBA, Business
Georgia State University 1976 — 1978
M.Ed., Counseling and Psychological Services
University of North Georgia 1969 — 1975
B.S., Mathematics
The American College
ChFC, Advanced Financial Planning
Jessica McMeans Jessica McMeans's Edward Jones Experience June 2003 - December 2004
Job Senior Financial Analyst at Corporate One Federal Credit Union
Industry Financial Services
Experience
Corporate One Federal Credit Union July 2015 - Present
Corporate One Federal Credit Union May 2010 - July 2015
TrueNorth Church December 2004 - May 2010
Edward Jones June 2003 - December 2004
Skills
Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Interest Rate Risk..., Structured Securities, Analysis, Banking, Research, Finance, Process Improvement, Microsoft Office, Microsoft Word, Microsoft Excel, Windows, Accounting, Leadership, English
Education
University of Cincinnati 2015 — 2018
Master of Business Administration (MBA), Corporate Finance and Data Analytics
The Ohio State University 1999 — 2003
Bachelor of Science (BS), Economics
Corporate One Federal Credit Union July 2015 - Present
Corporate One Federal Credit Union May 2010 - July 2015
TrueNorth Church December 2004 - May 2010
Edward Jones June 2003 - December 2004
Skills
Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Interest Rate Risk..., Structured Securities, Analysis, Banking, Research, Finance, Process Improvement, Microsoft Office, Microsoft Word, Microsoft Excel, Windows, Accounting, Leadership, English
Education
University of Cincinnati 2015 — 2018
Master of Business Administration (MBA), Corporate Finance and Data Analytics
The Ohio State University 1999 — 2003
Bachelor of Science (BS), Economics
Jeff Griffin, IOM's Edward Jones Experience December 2012 - January 2014
Job Peoria Area Chamber of Commerce
Industry Executive Office
Experience
Peoria Area Chamber of Commerce February 2014 - Present
Edward Jones December 2012 - January 2014
Wooster Area Chamber of Commerce May 2008 - December 2012
The Village Network November 2000 - May 2008
Skills
Leadership, Non-profits, Fundraising, Coaching, Committees, Community Outreach, Start-ups, Public Speaking, Social Services, Training, Nonprofits, Customer Service, Leadership Development, Public Relations, Time Management, Management, Organizational..., Strategic Planning, Program Development
Education
Institue for Organization Management 2009 — 2011
IOM, Executive noprofit training
The University of Texas at Arlington 1995 — 1997
MSSA, Social Work
The Ohio State University 1989 — 1993
BA, Criminology
Peoria Area Chamber of Commerce February 2014 - Present
Edward Jones December 2012 - January 2014
Wooster Area Chamber of Commerce May 2008 - December 2012
The Village Network November 2000 - May 2008
Skills
Leadership, Non-profits, Fundraising, Coaching, Committees, Community Outreach, Start-ups, Public Speaking, Social Services, Training, Nonprofits, Customer Service, Leadership Development, Public Relations, Time Management, Management, Organizational..., Strategic Planning, Program Development
Education
Institue for Organization Management 2009 — 2011
IOM, Executive noprofit training
The University of Texas at Arlington 1995 — 1997
MSSA, Social Work
The Ohio State University 1989 — 1993
BA, Criminology
D.J. Schneider D.J. Schneider's Edward Jones Experience
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Coaching, Retirement Planning, Microsoft Excel, Microsoft Office, Team Leadership, Outlook, Public Speaking, Nonprofits, Team Building, Leadership Development, Financial Analysis, Process Improvement, Strategic Financial..., Event Planning, Business Planning, Strategic Planning, Customer Service, Microsoft Word
Education
The American College 2010 — 2013
CLU Designation
Edward Jones
Skills
Coaching, Retirement Planning, Microsoft Excel, Microsoft Office, Team Leadership, Outlook, Public Speaking, Nonprofits, Team Building, Leadership Development, Financial Analysis, Process Improvement, Strategic Financial..., Event Planning, Business Planning, Strategic Planning, Customer Service, Microsoft Word
Education
The American College 2010 — 2013
CLU Designation
Doug Cochran Doug Cochran's Edward Jones Experience February 1993 - April 1995
Job Wealth Manager LPL Financial, 2012, 2013 & 2014 Five Star Wealth Manager
Industry Financial Services
Experience
LPL Financial November 2006 - Present
Banc of America Investments November 2000 - October 2006
JP Morgan Chase April 1998 - October 2000
Charles Schwab November 1996 - March 1998
Fidelity Investments May 1995 - February 1997
Edward Jones February 1993 - April 1995
Skills
Securities, Strategic Financial..., Financial Goals, Investment Advisory, Retirement Planning, Wealth Management, Estate Planning, Series 65, Investments, Series 7, IRAs, 401k Rollovers, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Equities, 401k, Finance, Retirement, Financial Services, FINRA, Bonds, Uniform Combined State..., Life Insurance, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management
Education
Texas State University-San Marcos 1988 — 1992
Bachelor of Arts, Political Science
LPL Financial November 2006 - Present
Banc of America Investments November 2000 - October 2006
JP Morgan Chase April 1998 - October 2000
Charles Schwab November 1996 - March 1998
Fidelity Investments May 1995 - February 1997
Edward Jones February 1993 - April 1995
Skills
Securities, Strategic Financial..., Financial Goals, Investment Advisory, Retirement Planning, Wealth Management, Estate Planning, Series 65, Investments, Series 7, IRAs, 401k Rollovers, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Equities, 401k, Finance, Retirement, Financial Services, FINRA, Bonds, Uniform Combined State..., Life Insurance, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management
Education
Texas State University-San Marcos 1988 — 1992
Bachelor of Arts, Political Science
JD Taylor JD Taylor's Edward Jones Experience April 2012 - Present
Job Business Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Brown Shoe Company August 2008 - April 2012
University of Missouri:St. Louis August 2002 - May 2008
Lindbergh Schools August 2001 - July 2002
Education
University of Missouri-Saint Louis 2002 — 2006
Masters, Political Science
Albertson College of Idaho 1996 — 2000
BA, History
Edward Jones April 2012 - Present
Brown Shoe Company August 2008 - April 2012
University of Missouri:St. Louis August 2002 - May 2008
Lindbergh Schools August 2001 - July 2002
Education
University of Missouri-Saint Louis 2002 — 2006
Masters, Political Science
Albertson College of Idaho 1996 — 2000
BA, History
David Shires David Shires's Edward Jones Experience November 2005 - May 2009
Job Coach
Industry Higher Education
Experience
Denton ISD August 2014 - Present
Estacado High School July 2012 - Present
Texas A&M International University September 2011 - June 2012
Wells Fargo May 2011 - September 2011
Edward Jones November 2005 - May 2009
Lanier Worldwide May 2004 - October 2005
Skills
Higher Education, Teaching, Research, Microsoft Office, Statistics, Public Speaking, PowerPoint, Community Outreach, Adobe Creative Suite, Graphic Design, Athletic Training, Athlete Development, English grammar, Business English, English Literature, Basketball Coaching, College Basketball, Finance, Managerial Finance, Strategy, Coaching, Leadership, Sales, Marketing
Education
Texas Tech University 1989 — 2004
Bachelor of Science (BS), Kinesiology and Exercise Science
Denton ISD August 2014 - Present
Estacado High School July 2012 - Present
Texas A&M International University September 2011 - June 2012
Wells Fargo May 2011 - September 2011
Edward Jones November 2005 - May 2009
Lanier Worldwide May 2004 - October 2005
Skills
Higher Education, Teaching, Research, Microsoft Office, Statistics, Public Speaking, PowerPoint, Community Outreach, Adobe Creative Suite, Graphic Design, Athletic Training, Athlete Development, English grammar, Business English, English Literature, Basketball Coaching, College Basketball, Finance, Managerial Finance, Strategy, Coaching, Leadership, Sales, Marketing
Education
Texas Tech University 1989 — 2004
Bachelor of Science (BS), Kinesiology and Exercise Science
David Isaac's Edward Jones Experience March 2008 - January 2010
Job Public Affairs Manager at Work of Honor
Industry Military
Experience
Work of Honor July 2015 - Present
Washington Army National Guard August 2008 - Present
Social of Social March 2011 - Present
Boeing Classic 2012 - Present
Team Rubicon, Inc. November 2012 - Present
Context International 2011 - 2011
Edward Jones March 2008 - January 2010
Real Foods March 2007 - March 2008
Car Buy Choice, Inc September 2006 - March 2007
Standard Pacific Homes February 2006 - August 2006
Skills
Public Relations, Media Relations, Budgets, Customer Service, Editing, Facebook, Government, Leadership, Management, Newsletters, Program Management, Project Planning, Public Speaking, Social Media, Strategic Planning, Strategy, Team Leadership, Training, Policy, Fundraising, Sales, Team Building, Leadership Development
Education
The Citadel 1988 — 1992
B.A., Political Science
Richland Northeast High School 1986 — 1988
Work of Honor July 2015 - Present
Washington Army National Guard August 2008 - Present
Social of Social March 2011 - Present
Boeing Classic 2012 - Present
Team Rubicon, Inc. November 2012 - Present
Context International 2011 - 2011
Edward Jones March 2008 - January 2010
Real Foods March 2007 - March 2008
Car Buy Choice, Inc September 2006 - March 2007
Standard Pacific Homes February 2006 - August 2006
Skills
Public Relations, Media Relations, Budgets, Customer Service, Editing, Facebook, Government, Leadership, Management, Newsletters, Program Management, Project Planning, Public Speaking, Social Media, Strategic Planning, Strategy, Team Leadership, Training, Policy, Fundraising, Sales, Team Building, Leadership Development
Education
The Citadel 1988 — 1992
B.A., Political Science
Richland Northeast High School 1986 — 1988
Evan Kendis Evan Kendis's Edward Jones Experience May 1997 - August 2005
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2005 - Present
Edward Jones May 1997 - August 2005
Skills
Portfolio Management, Estate Planning, Financial Analysis, Investments, Series 7, Financial Services, Financial Planning, Capital Markets, Risk Management, Securities, Equities, Retirement Planning, Process Improvement
Education
The College of New Jersey
Merrill Lynch September 2005 - Present
Edward Jones May 1997 - August 2005
Skills
Portfolio Management, Estate Planning, Financial Analysis, Investments, Series 7, Financial Services, Financial Planning, Capital Markets, Risk Management, Securities, Equities, Retirement Planning, Process Improvement
Education
The College of New Jersey
Francis Pérez's Edward Jones Experience June 2011 - July 2011
Job Risk Management Program Associate at GE Capital
Industry Financial Services
Experience
GE Capital July 2014 - Present
University of Puerto Rico August 2013 - December 2013
Foundation for Puerto Rico June 2013 - November 2013
Financial Management Association August 2012 - January 2013
Government Development Bank for Puerto Rico June 2012 - July 2012
The Children's Place October 2011 - January 2012
Edward Jones June 2011 - July 2011
Skills
Team Leadership, Financial Analysis, Economic Research, Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Microsoft Office, Public Speaking, Economic Development, Nonprofits, Strategy, Leadership, Data Analysis, Government, Economics, Analysis, Access, Statistics, Spanish, Research
Education
University of Puerto Rico-Mayaguez 2009 — 2013
BSBA, Finance, General
Mahawithayalai Thammasat 2013 — 2013
Finance, General
GE Capital July 2014 - Present
University of Puerto Rico August 2013 - December 2013
Foundation for Puerto Rico June 2013 - November 2013
Financial Management Association August 2012 - January 2013
Government Development Bank for Puerto Rico June 2012 - July 2012
The Children's Place October 2011 - January 2012
Edward Jones June 2011 - July 2011
Skills
Team Leadership, Financial Analysis, Economic Research, Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Microsoft Office, Public Speaking, Economic Development, Nonprofits, Strategy, Leadership, Data Analysis, Government, Economics, Analysis, Access, Statistics, Spanish, Research
Education
University of Puerto Rico-Mayaguez 2009 — 2013
BSBA, Finance, General
Mahawithayalai Thammasat 2013 — 2013
Finance, General
Christian Jack Christian Jack's Edward Jones Experience May 2010 - July 2010
Job Risk Advisory Consultant at EY
Industry Management Consulting
Experience
EY September 2013 - Present
Charles Koch Institute June 2013 - August 2013
Ernst & Young June 2012 - August 2012
Hope and Help International June 2011 - July 2011
Edward Jones May 2010 - July 2010
Education
The Citadel 2008 — 2013
Bachelor of Science (B.S.)
University of Oxford 2010 — 2010
Economics
EY September 2013 - Present
Charles Koch Institute June 2013 - August 2013
Ernst & Young June 2012 - August 2012
Hope and Help International June 2011 - July 2011
Edward Jones May 2010 - July 2010
Education
The Citadel 2008 — 2013
Bachelor of Science (B.S.)
University of Oxford 2010 — 2010
Economics
Blake Nachman's Edward Jones Experience June 2014 - August 2014
Job at
Industry Financial Services
Experience
First Manhattan Consulting Group April 2015 - Present
Edward Jones June 2014 - August 2014
Landmark Ventures May 2013 - August 2013
Blue Bell Private Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Communication, Teamwork, Microsoft Excel, Finance, Entrepreneurship, Data Analysis, Investments
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance
The Chinese University of Hong Kong 2014 — 2014
Business
London School of Economics and Political Science 2012 — 2012
Development in the International Political Economy
Radnor High School 2007 — 2011
First Manhattan Consulting Group April 2015 - Present
Edward Jones June 2014 - August 2014
Landmark Ventures May 2013 - August 2013
Blue Bell Private Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Communication, Teamwork, Microsoft Excel, Finance, Entrepreneurship, Data Analysis, Investments
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance
The Chinese University of Hong Kong 2014 — 2014
Business
London School of Economics and Political Science 2012 — 2012
Development in the International Political Economy
Radnor High School 2007 — 2011
Phillip Eastland Phillip Eastland's Edward Jones Experience May 2010 - January 2011
Job Regional Division Manager at Choate USA
Industry Construction
Experience
Choate USA September 2014 - Present
Choate USA July 2013 - Present
Choate USA August 2012 - July 2013
Choate USA January 2011 - August 2012
Edward Jones May 2010 - January 2011
Schlitterbahn Waterparks April 2003 - August 2008
Skills
Management, Leadership, Budgets, Customer Service, Marketing, Account Management, Process Scheduler, Customer Satisfaction, Contract Negotiation, Microsoft Excel, Microsoft Word, Organizational..., Operations Management, Inventory Management, Sales, Recruiting, Team Building, Business Development, Negotiation, Sales Operations, Sales Management, Purchasing, Human Resources, Forecasting, Strategic Planning, P&L Management, Contract Management, CRM, New Business Development
Education
Texas Tech University 2006 — 2010
Bachelor of Science (BS), Business Administration, Management and Operations
San Marcos High School 2002 — 2006
Choate USA September 2014 - Present
Choate USA July 2013 - Present
Choate USA August 2012 - July 2013
Choate USA January 2011 - August 2012
Edward Jones May 2010 - January 2011
Schlitterbahn Waterparks April 2003 - August 2008
Skills
Management, Leadership, Budgets, Customer Service, Marketing, Account Management, Process Scheduler, Customer Satisfaction, Contract Negotiation, Microsoft Excel, Microsoft Word, Organizational..., Operations Management, Inventory Management, Sales, Recruiting, Team Building, Business Development, Negotiation, Sales Operations, Sales Management, Purchasing, Human Resources, Forecasting, Strategic Planning, P&L Management, Contract Management, CRM, New Business Development
Education
Texas Tech University 2006 — 2010
Bachelor of Science (BS), Business Administration, Management and Operations
San Marcos High School 2002 — 2006
Donna Kuhlman, LUTCF's Edward Jones Experience June 2007 - May 2008
Job Account Executive at Friedman Financial Services Inc/The Friedman Group
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Friedman Financial Services Inc/The Friedman Group August 2008 - Present
ING Financial Partners August 2008 - August 2014
Edward Jones June 2007 - May 2008
Richardson Motors November 2004 - May 2007
Richardson Motors July 2002 - November 2004
Victory Ford June 2000 - July 2002
Education
The American College 2011 — 2012
LUTCF
Guttenberg High School 1996 — 1999
Diploma
Voya Financial Advisors September 2014 - Present
Friedman Financial Services Inc/The Friedman Group August 2008 - Present
ING Financial Partners August 2008 - August 2014
Edward Jones June 2007 - May 2008
Richardson Motors November 2004 - May 2007
Richardson Motors July 2002 - November 2004
Victory Ford June 2000 - July 2002
Education
The American College 2011 — 2012
LUTCF
Guttenberg High School 1996 — 1999
Diploma
Sebastiano (Sam) Lisi Sebastiano (Sam) Lisi's Edward Jones Experience October 2001 - November 2003
Job Financial Advisor, Financial Services Representative at MetLife Premier Client Group of the Carolinas
Industry Financial Services
Experience
MetLife Premier Client Group of the Carolinas an office of MetLife January 2015 - Present
Commonwealth Financial Group November 2003 - January 2015
Edward Jones October 2001 - November 2003
Education
The Citadel 2001 — 2001
The Citadel 1997 — 2001
Bacholer of Science, Business Administration
The Citadel 1997 — 2001
Business Administration, Business
MetLife Premier Client Group of the Carolinas an office of MetLife January 2015 - Present
Commonwealth Financial Group November 2003 - January 2015
Edward Jones October 2001 - November 2003
Education
The Citadel 2001 — 2001
The Citadel 1997 — 2001
Bacholer of Science, Business Administration
The Citadel 1997 — 2001
Business Administration, Business
Tami Zeiner's Edward Jones Experience May 2009 - Present
Job Expertise in Client Development, Customer Service and Human Resources
Industry Financial Services
Experience
Edward Jones May 2009 - Present
P.F. Chang's May 2007 - June 2010
The Brownstone Village and Boardwalk Winery January 2006 - May 2007
Saltimbocca's Italian Bistro April 2005 - January 2006
Carter & Burgess 2002 - 2004
Accounting Resource Solutions 1999 - 2001
Education
Texas State University 1992 — 1997
BA, Spanish, International Studies
Westbury
Edward Jones May 2009 - Present
P.F. Chang's May 2007 - June 2010
The Brownstone Village and Boardwalk Winery January 2006 - May 2007
Saltimbocca's Italian Bistro April 2005 - January 2006
Carter & Burgess 2002 - 2004
Accounting Resource Solutions 1999 - 2001
Education
Texas State University 1992 — 1997
BA, Spanish, International Studies
Westbury
Benardo Richardson Benardo Richardson's Edward Jones Experience December 2005 - January 2007
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Brad Breedlove Brad Breedlove's Edward Jones Experience June 2012 - August 2012
Job ChickfilA Corporate
Industry Outsourcing/Offshoring
Experience
Chick-fil-A Corporate June 2015 - Present
Chick-fil-A Corporate August 2014 - June 2015
Aon Hewitt May 2013 - September 2014
ISN Software Corporation January 2013 - April 2013
Edward Jones June 2012 - August 2012
Skills
Employee Benefits, Benefits Administration, Defined Benefit, Human Resources, Business Process..., HRIS, Data Analysis, Customer Experience, Marketing, Employee Training, Retirement, Microsoft Office, Customer Satisfaction, Operations Management, Leadership
Education
Texas A&M University 2010 — 2012
Bachelor of Science (BS), Psychology, Business Administration
Texas Tech University 2008 — 2009
Bachelor of Science (BS), Pre-Optometry Studies
Chick-fil-A Corporate June 2015 - Present
Chick-fil-A Corporate August 2014 - June 2015
Aon Hewitt May 2013 - September 2014
ISN Software Corporation January 2013 - April 2013
Edward Jones June 2012 - August 2012
Skills
Employee Benefits, Benefits Administration, Defined Benefit, Human Resources, Business Process..., HRIS, Data Analysis, Customer Experience, Marketing, Employee Training, Retirement, Microsoft Office, Customer Satisfaction, Operations Management, Leadership
Education
Texas A&M University 2010 — 2012
Bachelor of Science (BS), Psychology, Business Administration
Texas Tech University 2008 — 2009
Bachelor of Science (BS), Pre-Optometry Studies
Daniel Foley's Edward Jones Experience July 2008 - July 2009
Job Compliance
Industry Financial Services
Experience
JPMC successor to WaMu (FDIC)successor to DIME July 1996 - Present
Edward Jones July 2008 - July 2009
Cullen & Dykman July 1987 - July 1990
Skills
Research, Leadership, Public Speaking, Customer Service, Real Estate, Due Diligence, Sales, Mediation, Investments, Negotiation, Securities, Fundraising, Contract Negotiation, Non-profits, Nonprofits, Social Media Marketing, Home, Legal Compliance, Social Skills, Humor, Urban Agriculture, Banking
Education
The John Marshall Law School 1983 — 1986
JD, Finance/business law, 3.65
JPMC successor to WaMu (FDIC)successor to DIME July 1996 - Present
Edward Jones July 2008 - July 2009
Cullen & Dykman July 1987 - July 1990
Skills
Research, Leadership, Public Speaking, Customer Service, Real Estate, Due Diligence, Sales, Mediation, Investments, Negotiation, Securities, Fundraising, Contract Negotiation, Non-profits, Nonprofits, Social Media Marketing, Home, Legal Compliance, Social Skills, Humor, Urban Agriculture, Banking
Education
The John Marshall Law School 1983 — 1986
JD, Finance/business law, 3.65
Kristen Stier's Edward Jones Experience August 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
The Latin American Association February 2014 - July 2015
Social Solutions International, Inc. June 2011 - January 2014
Justice Research and Statistics Association May 2008 - May 2011
Skills
Data Analysis, Research, Proposal Writing, Program Evaluation, Qualitative Research, SPSS, Policy Analysis, Community Outreach, Project Management, Nonprofits, Program Management, Strategic Planning, Government, Logistics
Education
The George Washington University 2009 — 2011
Master of Arts (M.A.), Public Policy and Women's Studies
The University of Georgia 2003 — 2006
Bachelor of Arts (B.A.), International Affairs
Edward Jones August 2015 - Present
The Latin American Association February 2014 - July 2015
Social Solutions International, Inc. June 2011 - January 2014
Justice Research and Statistics Association May 2008 - May 2011
Skills
Data Analysis, Research, Proposal Writing, Program Evaluation, Qualitative Research, SPSS, Policy Analysis, Community Outreach, Project Management, Nonprofits, Program Management, Strategic Planning, Government, Logistics
Education
The George Washington University 2009 — 2011
Master of Arts (M.A.), Public Policy and Women's Studies
The University of Georgia 2003 — 2006
Bachelor of Arts (B.A.), International Affairs
Regina Schiefer Regina Schiefer's Edward Jones Experience March 2009 - June 2011
Job President/Creative Director at Energy Design Solutions, LLC
Industry Oil & Energy
Experience
Energy Design Solutions LLC June 2011 - Present
Edward Jones March 2009 - June 2011
Skidmore Owings & Merrill LLP (SOM) September 1979 - May 1982
Skills
Architecture, Project managent design, Title and Abstract, Natural Gas, Due Diligence, Leases, Energy, Wellness, Marketing Strategy, Finance, Event Planning, Titles, Oil & Gas Industry, Training, Entrepreneurship, Energy Industry, Marketing, Small Business, Mergers & Acquisitions, Pipelines, Contract Negotiation
Education
University of Colorado at Denver 1976 — 1979
Master of Architecture, Architecture & Land Planning
College of New Rochelle 1971 — 1975
Bachelor of Fine Arts, Design
Energy Design Solutions LLC June 2011 - Present
Edward Jones March 2009 - June 2011
Skidmore Owings & Merrill LLP (SOM) September 1979 - May 1982
Skills
Architecture, Project managent design, Title and Abstract, Natural Gas, Due Diligence, Leases, Energy, Wellness, Marketing Strategy, Finance, Event Planning, Titles, Oil & Gas Industry, Training, Entrepreneurship, Energy Industry, Marketing, Small Business, Mergers & Acquisitions, Pipelines, Contract Negotiation
Education
University of Colorado at Denver 1976 — 1979
Master of Architecture, Architecture & Land Planning
College of New Rochelle 1971 — 1975
Bachelor of Fine Arts, Design
Greg Betsinger, CFP® Greg Betsinger, CFP®'s Edward Jones Experience February 1998 - Present
Job Financial Advisor/Limited Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1998 - Present
Edward Jones 1998 - Present
Louisville Travel & Cruise June 1993 - January 2002
Skills
Certified Financial...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1984
MA program, International Economics
The George Washington University 1980 — 1982
BA, International Relations
Edward Jones February 1998 - Present
Edward Jones 1998 - Present
Louisville Travel & Cruise June 1993 - January 2002
Skills
Certified Financial...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1984
MA program, International Economics
The George Washington University 1980 — 1982
BA, International Relations
Carianne Lovelace Carianne Lovelace's Edward Jones Experience August 2009 - Present
Job BOA at Edward Jones
Industry Consumer Services
Experience
Edward Jones August 2009 - Present
Lovelace Landscape & Tree Service 1989 - Present
First State Bank of Denton (Wells Fargo Bank) January 1981 - November 1989
Skills
QuickBooks, Payroll, Outlook, Office Administration, Microsoft Excel, Bookkeeping, Human Resources, Customer Service, Public Speaking, Management, Customer Satisfaction, Training, Marketing, Microsoft Word, PowerPoint, Leadership, Administrative..., Office Management, Public Relations
Education
University of North Texas 1978 — 1981
BBA, Personnel Management & Organizational Behavior
Texas Woman's University 1976 — 1978
Personnel Management & Organizational Behavior, General, Medical Record Administration
Edward Jones August 2009 - Present
Lovelace Landscape & Tree Service 1989 - Present
First State Bank of Denton (Wells Fargo Bank) January 1981 - November 1989
Skills
QuickBooks, Payroll, Outlook, Office Administration, Microsoft Excel, Bookkeeping, Human Resources, Customer Service, Public Speaking, Management, Customer Satisfaction, Training, Marketing, Microsoft Word, PowerPoint, Leadership, Administrative..., Office Management, Public Relations
Education
University of North Texas 1978 — 1981
BBA, Personnel Management & Organizational Behavior
Texas Woman's University 1976 — 1978
Personnel Management & Organizational Behavior, General, Medical Record Administration
Brian Hendon, AAMS Brian Hendon, AAMS's Edward Jones Experience September 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2001 - Present
Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Financial Advisory, Retirement, Uniform Combined State..., Series 63, Finance, Small Business, Mutual Funds, Bonds, Fixed Annuities, Asset Allocation, Investment Strategies, 401k Rollovers, Estate Planning, 401k, Wealth Management, College Savings Plans, IRAs, Wealth Accumulation, Securities, Life Insurance, Long-term Care, Financial Planning
Education
Texas Tech University 1974 — 1978
B.A.
MacArthur High School, Irving, TX 1970 — 1974
Edward Jones September 2001 - Present
Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Financial Advisory, Retirement, Uniform Combined State..., Series 63, Finance, Small Business, Mutual Funds, Bonds, Fixed Annuities, Asset Allocation, Investment Strategies, 401k Rollovers, Estate Planning, 401k, Wealth Management, College Savings Plans, IRAs, Wealth Accumulation, Securities, Life Insurance, Long-term Care, Financial Planning
Education
Texas Tech University 1974 — 1978
B.A.
MacArthur High School, Irving, TX 1970 — 1974
Kasey Borchardt's Edward Jones Experience May 2010 - August 2010
Job Assistant Director, New Student and Family Programs
Industry Higher Education
Experience
University of Kentucky July 2015 - Present
Texas State University May 2014 - June 2015
The University of Texas at Austin May 2014 - September 2014
Texas State University January 2014 - May 2014
Texas State University August 2013 - May 2014
West Texas A&M University May 2011 - December 2012
Great Plains Ag Credit May 2011 - July 2011
Edward Jones May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Social Media, Customer Service, Teaching, Facebook, Recruiting, Leadership, Time Management, Coaching, Event Planning, Higher Education
Education
Texas State University 2013 — 2015
Master of Education (MEd), Student Affairs in Higher Education
West Texas A&M University 2009 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.663 / 4.0
University of Kentucky July 2015 - Present
Texas State University May 2014 - June 2015
The University of Texas at Austin May 2014 - September 2014
Texas State University January 2014 - May 2014
Texas State University August 2013 - May 2014
West Texas A&M University May 2011 - December 2012
Great Plains Ag Credit May 2011 - July 2011
Edward Jones May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Social Media, Customer Service, Teaching, Facebook, Recruiting, Leadership, Time Management, Coaching, Event Planning, Higher Education
Education
Texas State University 2013 — 2015
Master of Education (MEd), Student Affairs in Higher Education
West Texas A&M University 2009 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.663 / 4.0
Jason Slone Jason Slone's Edward Jones Experience May 2008 - August 2009
Job Associate Dean at Georgia Southern University
Industry Higher Education
Experience
Georgia Southern University August 2015 - Present
Tiffin University May 2012 - August 2015
Tiffin University September 2010 - August 2012
Edward Jones May 2008 - August 2009
Webster University August 2005 - August 2008
The University of Findlay August 2002 - August 2005
Skills
Higher Education..., Distance Learning, Curriculum Development, Instructional Design, Faculty Development, Faculty Management, Higher Education..., University Teaching
Education
Western Michigan University 1999 — 2002
PhD, Comparative Religion
The Ohio State University 1997 — 1999
Master of Arts (MA), Liberal Arts and Sciences, General Studies and Humanities
The College of Wooster 1991 — 1995
Bachelor's degree, Philosophy and Religious Studies
Georgia Southern University August 2015 - Present
Tiffin University May 2012 - August 2015
Tiffin University September 2010 - August 2012
Edward Jones May 2008 - August 2009
Webster University August 2005 - August 2008
The University of Findlay August 2002 - August 2005
Skills
Higher Education..., Distance Learning, Curriculum Development, Instructional Design, Faculty Development, Faculty Management, Higher Education..., University Teaching
Education
Western Michigan University 1999 — 2002
PhD, Comparative Religion
The Ohio State University 1997 — 1999
Master of Arts (MA), Liberal Arts and Sciences, General Studies and Humanities
The College of Wooster 1991 — 1995
Bachelor's degree, Philosophy and Religious Studies
Poonnasa Corn's Edward Jones Experience June 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Peabody Energy June 2012 - June 2015
Peabody Energy June 2010 - June 2012
Ameren May 2006 - May 2010
Churchill Pryce Capital September 2004 - June 2005
PricewaterhouseCoopers January 2003 - August 2004
KPMG April 2001 - January 2003
Skills
Derivatives, Variable Interest..., Hedge Accounting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Finance, Analysis, Sarbanes-Oxley, CPA, Commodity Markets, Management, Hedging, Commodity, Coal, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2005 — 2007
MBA, Finance and Accounting
Thammasat University 1997 — 2000
BBA, Accounting
Edward Jones June 2015 - Present
Peabody Energy June 2012 - June 2015
Peabody Energy June 2010 - June 2012
Ameren May 2006 - May 2010
Churchill Pryce Capital September 2004 - June 2005
PricewaterhouseCoopers January 2003 - August 2004
KPMG April 2001 - January 2003
Skills
Derivatives, Variable Interest..., Hedge Accounting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Finance, Analysis, Sarbanes-Oxley, CPA, Commodity Markets, Management, Hedging, Commodity, Coal, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2005 — 2007
MBA, Finance and Accounting
Thammasat University 1997 — 2000
BBA, Accounting
Brian Beeck Brian Beeck's Edward Jones Experience March 2005 - Present
Job Financial Advisor Edward Jones
Industry Investment Management
Experience
Sheboygan Falls School District 2009 - Present
Edward Jones March 2005 - Present
MetLife January 1996 - June 2004
Skills
Series 7, Series 6, Series 63
Education
The American College 1996 — 1999
LUTCF, Life Underwriting
University Wisconsin-Milwaukee
Sheboygan Falls School District 2009 - Present
Edward Jones March 2005 - Present
MetLife January 1996 - June 2004
Skills
Series 7, Series 6, Series 63
Education
The American College 1996 — 1999
LUTCF, Life Underwriting
University Wisconsin-Milwaukee
Bill Shank Bill Shank's Edward Jones Experience 1994 - 2003
Job President Shank Wealth Management. Securities Offered Through LPL Financial. Member FINRA/SIPC
Industry Financial Services
Experience
Shank Wealth Management January 2006 - Present
Kingwood Medical Center: HCA Affiliated Hospital 2006 - Present
Southern Texas PGA 2004 - Present
Be An Angel Fund 2000 - Present
Houston Livestock Show and Rodeo 1991 - Present
Houston Livestock Show and Rodeo 1991 - Present
AG Edwards 2003 - October 2006
Lake Houston Area Chamber of Commerce 2000 - 2006
Edward Jones 1994 - 2003
Bealls Department Stores 1970 - 1986
Education
Texas Tech University - Rawls College of Business 1965 — 1970
BBA, Finance and Management
Texas Military Institute
Shank Wealth Management January 2006 - Present
Kingwood Medical Center: HCA Affiliated Hospital 2006 - Present
Southern Texas PGA 2004 - Present
Be An Angel Fund 2000 - Present
Houston Livestock Show and Rodeo 1991 - Present
Houston Livestock Show and Rodeo 1991 - Present
AG Edwards 2003 - October 2006
Lake Houston Area Chamber of Commerce 2000 - 2006
Edward Jones 1994 - 2003
Bealls Department Stores 1970 - 1986
Education
Texas Tech University - Rawls College of Business 1965 — 1970
BBA, Finance and Management
Texas Military Institute
Becky Gamm Becky Gamm's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Information Services
Experience
Edward Jones March 2014 - Present
Decatur Public Library January 2005 - March 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, Budgets
Education
Texas Woman's University 2009 — 2013
Bachelor of Science (BGS), Concentration in Business, History & English
Edward Jones March 2014 - Present
Decatur Public Library January 2005 - March 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, Budgets
Education
Texas Woman's University 2009 — 2013
Bachelor of Science (BGS), Concentration in Business, History & English
John Lerma John Lerma's Edward Jones Experience May 2013 - Present
Job
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Education
Texas State University 1993 — 1997
Bachelor of Arts (B.A.), English Literature
Edward Jones May 2013 - Present
Education
Texas State University 1993 — 1997
Bachelor of Arts (B.A.), English Literature
Jeffrey Dilley Jeffrey Dilley's Edward Jones Experience January 2005 - June 2005
Job Regional Sales Manager
Industry Printing
Experience
Southern Lithoplate March 2014 - Present
GRPI August 2010 - December 2013
Pitman June 2005 - July 2010
Edward Jones January 2005 - June 2005
The Murphy Company January 2000 - December 2004
Skills
Digital Printing, Color Management, Proof, B2B, Account Management, Solution Selling, Direct Sales, Contract Negotiation, New Business Development, Problem Solving, Pricing Strategy, Communication, Sales, CRM, Wide Format Printing, Building Relationships, Long-term Customer..., Business Relationship..., Communication Skills, Inkjet, Consignment, Consumables, Labels, Ink, Print Management
Education
The Ohio State University 1988 — 1994
Bachelor of Science (B.S.)
Columbus State Community College 1997 — 1999
Associate of Applied Science
Southern Lithoplate March 2014 - Present
GRPI August 2010 - December 2013
Pitman June 2005 - July 2010
Edward Jones January 2005 - June 2005
The Murphy Company January 2000 - December 2004
Skills
Digital Printing, Color Management, Proof, B2B, Account Management, Solution Selling, Direct Sales, Contract Negotiation, New Business Development, Problem Solving, Pricing Strategy, Communication, Sales, CRM, Wide Format Printing, Building Relationships, Long-term Customer..., Business Relationship..., Communication Skills, Inkjet, Consignment, Consumables, Labels, Ink, Print Management
Education
The Ohio State University 1988 — 1994
Bachelor of Science (B.S.)
Columbus State Community College 1997 — 1999
Associate of Applied Science
Afton Tarrant Afton Tarrant's Edward Jones Experience June 2012 - August 2012
Job Texas Tech University Alumni
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments February 2014 - May 2015
Mathnasium - The Math Learning Center April 2013 - May 2014
State Farm June 2013 - February 2014
UMC Hospital May 2009 - December 2012
Edward Jones June 2012 - August 2012
Phi Delta Theta Fraternity October 2008 - May 2011
Harris Methodist Hospital September 2007 - September 2008
Randall's-Starbucks June 2004 - December 2005
Skills
•MS 2007 Word, Excel,..., •Maple, •Customer Service, Relative Course:, •Advanced Math skills, •Employee Benefits, •Financial Counseling, •Retirement, •Income Tax, Data Entry, Insurance, Public Speaking, Management, Hospitals, PowerPoint, Retirement Planning, Financial Planning, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Texas Tech University 2008 — 2012
Bachelor of Science (B.S.), Personal Financial Planning
Texas Tech University 2008 — 2012
Minor, Mathematics
Fidelity Investments June 2015 - Present
Fidelity Investments February 2014 - May 2015
Mathnasium - The Math Learning Center April 2013 - May 2014
State Farm June 2013 - February 2014
UMC Hospital May 2009 - December 2012
Edward Jones June 2012 - August 2012
Phi Delta Theta Fraternity October 2008 - May 2011
Harris Methodist Hospital September 2007 - September 2008
Randall's-Starbucks June 2004 - December 2005
Skills
•MS 2007 Word, Excel,..., •Maple, •Customer Service, Relative Course:, •Advanced Math skills, •Employee Benefits, •Financial Counseling, •Retirement, •Income Tax, Data Entry, Insurance, Public Speaking, Management, Hospitals, PowerPoint, Retirement Planning, Financial Planning, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Texas Tech University 2008 — 2012
Bachelor of Science (B.S.), Personal Financial Planning
Texas Tech University 2008 — 2012
Minor, Mathematics
Marcus Walker CFP®, EA, CLU, ChFC Marcus Walker CFP®, EA, CLU, ChFC's Edward Jones Experience 2005 - 2005
Job Wealth Advisor Vice President at BB&T
Industry Financial Services
Experience
BB&T August 2015 - Present
Karsten Advisors December 2011 - August 2015
R. Barry Johnson & Co., P.C. February 2011 - December 2011
H.D. Vest Financial Services (non-bank subsidiary of Wells Fargo) 2008 - May 2011
H.D. Vest Financial Services (non-bank subsidiary of Wells Fargo) 2005 - 2008
Edward Jones 2005 - 2005
Bank of America 2004 - 2005
Skills
Wealth Management, Financial Advisory, Fixed Annuities, Mutual Funds, Retirement Planning, Wealth, Series 7, Finance, FINRA, Strategic Financial..., Investments, Portfolio Management, Securities, Relationship Management, CRM, Business Development, Wealth Planning, Client Plans &..., Client Presentation, Investment Software, Financial Planning, Banking, Insurance, Tax, Wealth Transfer..., Series 63
Education
The University of Texas at Arlington - College of Business 1997 — 2001
B.B.A, Finance
The American College 2007 — 2008
Financial Services
Institute of Business & Finance 2006 — 2008
CFS®, CAS®, CIS™, Mutual Funds, Annuities, Retirement Income Planning
BB&T August 2015 - Present
Karsten Advisors December 2011 - August 2015
R. Barry Johnson & Co., P.C. February 2011 - December 2011
H.D. Vest Financial Services (non-bank subsidiary of Wells Fargo) 2008 - May 2011
H.D. Vest Financial Services (non-bank subsidiary of Wells Fargo) 2005 - 2008
Edward Jones 2005 - 2005
Bank of America 2004 - 2005
Skills
Wealth Management, Financial Advisory, Fixed Annuities, Mutual Funds, Retirement Planning, Wealth, Series 7, Finance, FINRA, Strategic Financial..., Investments, Portfolio Management, Securities, Relationship Management, CRM, Business Development, Wealth Planning, Client Plans &..., Client Presentation, Investment Software, Financial Planning, Banking, Insurance, Tax, Wealth Transfer..., Series 63
Education
The University of Texas at Arlington - College of Business 1997 — 2001
B.B.A, Finance
The American College 2007 — 2008
Financial Services
Institute of Business & Finance 2006 — 2008
CFS®, CAS®, CIS™, Mutual Funds, Annuities, Retirement Income Planning
Sheila Chilcote-Collins Sheila Chilcote-Collins's Edward Jones Experience August 2003 - November 2004
Job Administrative Professional Accounting & Finance
Industry Accounting
Experience
Hitachi Metals America, Ltd. December 2014 - February 2015
Universal Lettering Inc October 2013 - February 2014
Stage Stores November 2009 - April 2011
Edward Jones August 2003 - November 2004
First Financial Bancorp November 1999 - August 2003
Raymond James & Associates, Inc November 1999 - August 2003
Mortgage Professionals October 1998 - November 1999
Roundy's Supermarkets, Inc. January 1997 - October 1998
Bank One June 1988 - January 1997
Skills
Securities, Customer Service, Microsoft Office, Research, Accounting, Receptionist Duties, Office Administration, Investment Banking, ADP Payroll, Microsoft Excel, Mortgage Banking, Human Resources, QuickBooks, Internet Banking, HRIS, Graphic Design, Retail Banking, Internet, Adobe Acrobat, Teller Operations, Private Banking, Financial Forecasting, Computer Proficiency, Home Equity Loans, Spreadsheets, Incentive Programs, Switchboard Operator, Branch Banking, IBM Mainframe, Horses, Writing, Reviews, Singing, Music Publicity, Flute, Gardening, Chickens
Education
American Bankers Association 1988 — 1996
Accounting and Finance
The Ohio State University 1992 — 1994
Accounting
Ohio City Liberty High School 1975 — 1988
Graduate With Honors, College Bound
Hitachi Metals America, Ltd. December 2014 - February 2015
Universal Lettering Inc October 2013 - February 2014
Stage Stores November 2009 - April 2011
Edward Jones August 2003 - November 2004
First Financial Bancorp November 1999 - August 2003
Raymond James & Associates, Inc November 1999 - August 2003
Mortgage Professionals October 1998 - November 1999
Roundy's Supermarkets, Inc. January 1997 - October 1998
Bank One June 1988 - January 1997
Skills
Securities, Customer Service, Microsoft Office, Research, Accounting, Receptionist Duties, Office Administration, Investment Banking, ADP Payroll, Microsoft Excel, Mortgage Banking, Human Resources, QuickBooks, Internet Banking, HRIS, Graphic Design, Retail Banking, Internet, Adobe Acrobat, Teller Operations, Private Banking, Financial Forecasting, Computer Proficiency, Home Equity Loans, Spreadsheets, Incentive Programs, Switchboard Operator, Branch Banking, IBM Mainframe, Horses, Writing, Reviews, Singing, Music Publicity, Flute, Gardening, Chickens
Education
American Bankers Association 1988 — 1996
Accounting and Finance
The Ohio State University 1992 — 1994
Accounting
Ohio City Liberty High School 1975 — 1988
Graduate With Honors, College Bound
Joseph Prokop's Edward Jones Experience May 2011 - May 2013
Job Financial Advisor at Navy Federal Financial Group
Industry Financial Services
Experience
Regions Bank September 2015 - Present
Navy Federal Brokerage Services June 2014 - September 2015
Navy Federal Credit Union June 2013 - May 2014
Edward Jones May 2011 - May 2013
Skills
Investments, Investment Strategies, Investment Management, Retirement Planning, Retirement Solutions, Asset Management, Asset Allocation, Fixed Annuities, Series 7, Series 66, Life Insurance, Mutual Funds, Portfolio Management
Education
The American College 2015 — 2016
Financial Planning and Services
University of Montevallo 2007 — 2011
Bachelor’s Degree, Finance
Regions Bank September 2015 - Present
Navy Federal Brokerage Services June 2014 - September 2015
Navy Federal Credit Union June 2013 - May 2014
Edward Jones May 2011 - May 2013
Skills
Investments, Investment Strategies, Investment Management, Retirement Planning, Retirement Solutions, Asset Management, Asset Allocation, Fixed Annuities, Series 7, Series 66, Life Insurance, Mutual Funds, Portfolio Management
Education
The American College 2015 — 2016
Financial Planning and Services
University of Montevallo 2007 — 2011
Bachelor’s Degree, Finance
Mike McMeans, CFP® Mike McMeans, CFP®'s Edward Jones Experience May 2007 - June 2010
Job Financial Planner at Silverling Financial
Industry Financial Services
Experience
Silverling Financial June 2010 - Present
Edward Jones May 2007 - June 2010
The Center for Community Solutions December 2006 - June 2007
Strategic Public Partners Group April 2004 - December 2006
Ohio Bicentennial Commission October 1999 - January 2004
Skills
Wealth Management, Investments, Retirement, Marketing, Budgets, 401k Rollovers, Strategic Financial..., Roth IRA, Strategic Planning, IRAs, Insurance, Personal Financial...
Education
The Ohio State University 2011 — 2013
Certified Financial Planner Designation, Finance, General
The Ohio State University 1995 — 1999
BS, I/O Psychology
The Ohio State University
Silverling Financial June 2010 - Present
Edward Jones May 2007 - June 2010
The Center for Community Solutions December 2006 - June 2007
Strategic Public Partners Group April 2004 - December 2006
Ohio Bicentennial Commission October 1999 - January 2004
Skills
Wealth Management, Investments, Retirement, Marketing, Budgets, 401k Rollovers, Strategic Financial..., Roth IRA, Strategic Planning, IRAs, Insurance, Personal Financial...
Education
The Ohio State University 2011 — 2013
Certified Financial Planner Designation, Finance, General
The Ohio State University 1995 — 1999
BS, I/O Psychology
The Ohio State University
Kinsey Mahan Kinsey Mahan's Edward Jones Experience May 2007 - September 2008
Job Director of Maximization at MemberClicks
Industry Internet
Experience
MemberClicks October 2013 - Present
MemberClicks September 2011 - October 2013
Edward Jones May 2007 - September 2008
Skills
Social Networking, Customer Service, Customer Engagement, Training, Email Marketing, Social Media Marketing, CRM, Account Management, Marketing Strategy, Team Leadership, Marketing Communications, Facebook, Social Media, Business Development, Marketing, Project Management, SaaS
Education
Texas Tech University - Rawls College of Business 2008 — 2011
Bachelors of Business Administration, Management
MemberClicks October 2013 - Present
MemberClicks September 2011 - October 2013
Edward Jones May 2007 - September 2008
Skills
Social Networking, Customer Service, Customer Engagement, Training, Email Marketing, Social Media Marketing, CRM, Account Management, Marketing Strategy, Team Leadership, Marketing Communications, Facebook, Social Media, Business Development, Marketing, Project Management, SaaS
Education
Texas Tech University - Rawls College of Business 2008 — 2011
Bachelors of Business Administration, Management
Kurt Fulmer's Edward Jones Experience May 2009 - Present
Job Edward Jones Financial Advisor
Industry Investment Management
Experience
Edward Jones May 2009 - Present
MI Homes LLC September 2001 - July 2008
M/I Homes 2001 - 2008
M/I Homes of Central Ohio, LLC 2001 - 2008
Education
The Ohio State University 1989 — 1994
Personal Finance, Financial Planning
Warren G Harding High School 1985 — 1989
Diploma, College Prep.
Edward Jones May 2009 - Present
MI Homes LLC September 2001 - July 2008
M/I Homes 2001 - 2008
M/I Homes of Central Ohio, LLC 2001 - 2008
Education
The Ohio State University 1989 — 1994
Personal Finance, Financial Planning
Warren G Harding High School 1985 — 1989
Diploma, College Prep.
Dana Pompa (Gurley) Dana Pompa (Gurley)'s Edward Jones Experience 2013 - Present
Job Branch Office AdministratorEdward Jones
Industry Investment Management
Experience
Edward Jones 2013 - Present
Texenza Coffee July 2009 - July 2013
Skills
Microsoft Word, Customer Service, Microsoft Excel, Sales, Microsoft Office, Outlook, Time Management, Social Media, Marketing, Facebook, Budgets
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Fine Arts (BFA), Communication Studies
Edward Jones 2013 - Present
Texenza Coffee July 2009 - July 2013
Skills
Microsoft Word, Customer Service, Microsoft Excel, Sales, Microsoft Office, Outlook, Time Management, Social Media, Marketing, Facebook, Budgets
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Fine Arts (BFA), Communication Studies
Kim Luft's Edward Jones Experience February 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Abercrombie & Fitch May 2012 - February 2014
Abercrombie & Fitch November 2006 - September 2012
Lane Bryant November 2005 - November 2007
Victorias Secret June 2001 - November 2005
Skills
Sourcing, Apparel, Fashion, Fashion Design, Knitwear, Global Sourcing, Marketing, Merchandising, Product Development, Retail, Textiles, Trend, Trend Analysis, Wovens
Education
The Ohio State University
Edward Jones February 2015 - Present
Abercrombie & Fitch May 2012 - February 2014
Abercrombie & Fitch November 2006 - September 2012
Lane Bryant November 2005 - November 2007
Victorias Secret June 2001 - November 2005
Skills
Sourcing, Apparel, Fashion, Fashion Design, Knitwear, Global Sourcing, Marketing, Merchandising, Product Development, Retail, Textiles, Trend, Trend Analysis, Wovens
Education
The Ohio State University
Ed Falco Ed Falco's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Skills
Financial/Retirement..., Stocks and Mutual Funds, 401k Rollovers, College Savings Plans, Portfolio Management, Wealth Management, Insurance, Strategic Planning, Estate and Trust..., Financial Seminars, Roth/Traditional IRA's, Bus. SIMPLE/SEP IRA'S
Education
The Ohio State University
BS Natural Resources, Natural Resource Management
Edward Jones June 2012 - Present
Skills
Financial/Retirement..., Stocks and Mutual Funds, 401k Rollovers, College Savings Plans, Portfolio Management, Wealth Management, Insurance, Strategic Planning, Estate and Trust..., Financial Seminars, Roth/Traditional IRA's, Bus. SIMPLE/SEP IRA'S
Education
The Ohio State University
BS Natural Resources, Natural Resource Management
Jennifer Byrd's Edward Jones Experience July 2010 - August 2011
Job Customer Experience Lead
Industry Information Technology and Services
Experience
TechInsights July 2012 - Present
Simply Interactive August 2011 - May 2012
Edward Jones July 2010 - August 2011
BlueByWays August 2008 - July 2010
Invesco Aim July 1996 - November 2003
Flipnotics December 1993 - June 1996
Skills
Proficient in MS Excel,..., Experience with..., Proficient in project..., Experience with Egnyte..., Experience with Unison, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Project Management, Training, Leadership, Customer Service, Recruiting, Navision, Pivitol, Sourcerer, TPP, Sales, Coaching, Human Resources, Account Management, Payroll, Employee Benefits, Quality Assurance, Budgets, Project Planning, Start-ups, Operations Management, Customer Satisfaction, Strategic Planning, Management
Education
Texas State University-San Marcos 1989 — 1995
BA, Theatre Arts
TechInsights July 2012 - Present
Simply Interactive August 2011 - May 2012
Edward Jones July 2010 - August 2011
BlueByWays August 2008 - July 2010
Invesco Aim July 1996 - November 2003
Flipnotics December 1993 - June 1996
Skills
Proficient in MS Excel,..., Experience with..., Proficient in project..., Experience with Egnyte..., Experience with Unison, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Project Management, Training, Leadership, Customer Service, Recruiting, Navision, Pivitol, Sourcerer, TPP, Sales, Coaching, Human Resources, Account Management, Payroll, Employee Benefits, Quality Assurance, Budgets, Project Planning, Start-ups, Operations Management, Customer Satisfaction, Strategic Planning, Management
Education
Texas State University-San Marcos 1989 — 1995
BA, Theatre Arts
Adam Layne's Edward Jones Experience June 2013 - August 2013
Job Scholar Support & College Access Director at inspireSTL
Industry Education Management
Experience
inspireSTL June 2014 - Present
Clyde C. Miller Career Academy August 2011 - Present
Edward Jones June 2013 - August 2013
Teach For America June 2011 - May 2013
Mississippi Lime Company June 2012 - August 2012
Capitol Partners, LLC September 2010 - December 2010
The Body Language Institute September 2010 - December 2010
Office Go Green January 2010 - April 2010
Skills
Trigonometry, Algebra, Analysis, Management, Tutoring, Blogging, Business Development, Research, Classroom, Lesson Planning, Educational Technology, Classroom Management, Proposal Writing, K-12, Project Planning, Educational Leadership, Curriculum Design, Curriculum Development, Finance, Staff Development, Teacher Training, Teaching, PowerPoint, Microsoft Office, Nonprofits, Microsoft Excel
Education
University of Missouri-Saint Louis 2011 — 2013
Master of Education (M.Ed.), Secondary Education and Teaching
The George Washington University 2007 — 2011
BBA, Finance
inspireSTL June 2014 - Present
Clyde C. Miller Career Academy August 2011 - Present
Edward Jones June 2013 - August 2013
Teach For America June 2011 - May 2013
Mississippi Lime Company June 2012 - August 2012
Capitol Partners, LLC September 2010 - December 2010
The Body Language Institute September 2010 - December 2010
Office Go Green January 2010 - April 2010
Skills
Trigonometry, Algebra, Analysis, Management, Tutoring, Blogging, Business Development, Research, Classroom, Lesson Planning, Educational Technology, Classroom Management, Proposal Writing, K-12, Project Planning, Educational Leadership, Curriculum Design, Curriculum Development, Finance, Staff Development, Teacher Training, Teaching, PowerPoint, Microsoft Office, Nonprofits, Microsoft Excel
Education
University of Missouri-Saint Louis 2011 — 2013
Master of Education (M.Ed.), Secondary Education and Teaching
The George Washington University 2007 — 2011
BBA, Finance
Jessica Holland's Edward Jones Experience October 2012 - January 2015
Job Experience Manager at Vision Communities
Industry Real Estate
Experience
Vision Communities May 2015 - Present
Edward Jones October 2012 - January 2015
Benny's Pizza Pub and Patio September 2007 - May 2014
The Buckle September 2010 - May 2011
Skills
Customer Service, Leadership, Customer Satisfaction, Team Leadership, Data Entry, Communication, Microsoft Word, Team Building, Creative Writing, Lease Administration, Lease Documentation, Rent Manager, Conflict Management, Marketing, Event Planning, Microsoft Excel, Sales, Public Speaking, PowerPoint, Social Media, Microsoft Office
Education
The Ohio State University 2011 — 2015
Bachelor’s Degree, Communications Analysis and Practice
The Ohio State University 2010 — 2013
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
University of Kentucky 2010 — 2011
Pre-Law Studies
Vision Communities May 2015 - Present
Edward Jones October 2012 - January 2015
Benny's Pizza Pub and Patio September 2007 - May 2014
The Buckle September 2010 - May 2011
Skills
Customer Service, Leadership, Customer Satisfaction, Team Leadership, Data Entry, Communication, Microsoft Word, Team Building, Creative Writing, Lease Administration, Lease Documentation, Rent Manager, Conflict Management, Marketing, Event Planning, Microsoft Excel, Sales, Public Speaking, PowerPoint, Social Media, Microsoft Office
Education
The Ohio State University 2011 — 2015
Bachelor’s Degree, Communications Analysis and Practice
The Ohio State University 2010 — 2013
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
University of Kentucky 2010 — 2011
Pre-Law Studies
Ildiko Kiraly Ildiko Kiraly's Edward Jones Experience June 2012 - May 2015
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Edward Jones June 2012 - May 2015
Monticello & Dumas School District January 2010 - June 2012
Kensta, Nairobi Kenya August 2008 - September 2009
Republik, London UK January 2005 - June 2008
Photographic international, Canberra Australia January 2000 - June 2005
Skills
New Business Development, Investment Selection, Investment Portfolios, Retirement Planning
Education
University of Arkansas at Monticello 2009 — 2010
The Australian National University 1999 — 2004
Canberra Institute of Technology
Merrill Lynch May 2015 - Present
Edward Jones June 2012 - May 2015
Monticello & Dumas School District January 2010 - June 2012
Kensta, Nairobi Kenya August 2008 - September 2009
Republik, London UK January 2005 - June 2008
Photographic international, Canberra Australia January 2000 - June 2005
Skills
New Business Development, Investment Selection, Investment Portfolios, Retirement Planning
Education
University of Arkansas at Monticello 2009 — 2010
The Australian National University 1999 — 2004
Canberra Institute of Technology
Jason Neuenschwander Jason Neuenschwander's Edward Jones Experience June 2000 - July 2001
Job Senior Business Development Manager, Healthcare Solutions at TechSolve, Inc.
Industry Hospital & Health Care
Experience
TechSolve, Inc. March 2015 - Present
Zimmer Biomet October 2014 - Present
Hanger, Inc. November 2002 - September 2014
Bioworld July 2001 - November 2002
Edward Jones June 2000 - July 2001
Skills
Healthcare, Hospitals, Solution Selling, Sales, Strategic Planning, Process Improvement, Healthcare Business..., Account Management, Healthcare Consulting, Market Development, New Business Development, National Sales Training, Marketing Strategy, Medical Devices, Surgeons, Salesforce.com, Orthopedics, Sales Management, Management, Leadership, Marketing
Education
The Ohio State University
Wauseon High School
TechSolve, Inc. March 2015 - Present
Zimmer Biomet October 2014 - Present
Hanger, Inc. November 2002 - September 2014
Bioworld July 2001 - November 2002
Edward Jones June 2000 - July 2001
Skills
Healthcare, Hospitals, Solution Selling, Sales, Strategic Planning, Process Improvement, Healthcare Business..., Account Management, Healthcare Consulting, Market Development, New Business Development, National Sales Training, Marketing Strategy, Medical Devices, Surgeons, Salesforce.com, Orthopedics, Sales Management, Management, Leadership, Marketing
Education
The Ohio State University
Wauseon High School
Christina-Marie Drake's Edward Jones Experience March 2005 - July 2012
Job Executive Personal Assistant
Industry Executive Office
Experience
TARR Inc. March 2015 - Present
New Leaf Biofuel January 2014 - October 2014
New Leaf Biofuel July 2012 - December 2013
Edward Jones March 2005 - July 2012
Defiance College August 2008 - December 2011
Local Media San Diego May 2011 - August 2011
Vans Warped Tour June 2010 - August 2010
Skills
Social Media, Operations Management, Personal Administration, Blogging, Customer Service, Microsoft Office, Marketing, Public Relations, Event Planning, Photoshop, Social Media Marketing, Nonprofits, Project Management, Social Networking, Travel Management, Editing, Facebook, Community Outreach, Public Speaking, Marketing Communications, Estate Management, Research, Teamwork, Event Management, Time Management, Microsoft Word, Fundraising, Advertising, Leadership, Management, PowerPoint, Photography, Outlook, Mac, Online Marketing, Data Entry, Entertainment, Online Advertising, Video Production, Volunteer Management, Administration, Human Resources, Communication, Administrative..., Office Administration, Budgets, Recruiting, Executive Calendar...
Education
The Defiance College 2008 — 2011
Bachelor Of Arts, Media Studies & Communications
El Capitan High School 2004 — 2007
Diploma, General Studies
TARR Inc. March 2015 - Present
New Leaf Biofuel January 2014 - October 2014
New Leaf Biofuel July 2012 - December 2013
Edward Jones March 2005 - July 2012
Defiance College August 2008 - December 2011
Local Media San Diego May 2011 - August 2011
Vans Warped Tour June 2010 - August 2010
Skills
Social Media, Operations Management, Personal Administration, Blogging, Customer Service, Microsoft Office, Marketing, Public Relations, Event Planning, Photoshop, Social Media Marketing, Nonprofits, Project Management, Social Networking, Travel Management, Editing, Facebook, Community Outreach, Public Speaking, Marketing Communications, Estate Management, Research, Teamwork, Event Management, Time Management, Microsoft Word, Fundraising, Advertising, Leadership, Management, PowerPoint, Photography, Outlook, Mac, Online Marketing, Data Entry, Entertainment, Online Advertising, Video Production, Volunteer Management, Administration, Human Resources, Communication, Administrative..., Office Administration, Budgets, Recruiting, Executive Calendar...
Education
The Defiance College 2008 — 2011
Bachelor Of Arts, Media Studies & Communications
El Capitan High School 2004 — 2007
Diploma, General Studies
Johnny W. Dawson, AAMS®'s Edward Jones Experience November 2012 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
United States Secret Service February 2012 - December 2012
United States Marine Corps June 2003 - June 2007
Skills
Roth IRA, Retirement Planning, 401k Rollovers, 401k, Retirement, Estate Considerations, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Bonds, Common Stocks, Portfolio and..., 403b, Stock Unit Investment..., Debt Management, Saving for Education, Insurance, Monthly Investing..., Mutual Funds, Investor Education..., Long-term Care, Exchange Traded Funds, Stock Management, Retirement Income..., Defined Benefit Program, Investment Seminars, Employee Education..., Public Speaking, Investments, Team Building, Leadership, Strategic Planning, Wealth, Customer Service, Microsoft Office, Finance
Education
The College of Financial Planning 2015 — 2015
Accredited Asset Management Specialist, Finance and Financial Management Services
The Ohio State University 2009 — 2012
Bachelor's degree
Edward Jones November 2012 - Present
United States Secret Service February 2012 - December 2012
United States Marine Corps June 2003 - June 2007
Skills
Roth IRA, Retirement Planning, 401k Rollovers, 401k, Retirement, Estate Considerations, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Bonds, Common Stocks, Portfolio and..., 403b, Stock Unit Investment..., Debt Management, Saving for Education, Insurance, Monthly Investing..., Mutual Funds, Investor Education..., Long-term Care, Exchange Traded Funds, Stock Management, Retirement Income..., Defined Benefit Program, Investment Seminars, Employee Education..., Public Speaking, Investments, Team Building, Leadership, Strategic Planning, Wealth, Customer Service, Microsoft Office, Finance
Education
The College of Financial Planning 2015 — 2015
Accredited Asset Management Specialist, Finance and Financial Management Services
The Ohio State University 2009 — 2012
Bachelor's degree
Sue Stultz Sue Stultz's Edward Jones Experience January 2000 - February 2009
Job Business Owner at Heartland Cafe`
Industry Food & Beverages
Experience
Heartland Cafe` February 2015 - Present
Susie-Cute Cakes & Sweets 2012 - Present
Sunrise Senior Living May 2014 - November 2014
Uptown Cafe June 2010 - April 2012
Midwest Grill October 2008 - July 2010
Edward Jones January 2000 - February 2009
Van`s R & R / Vanco R & R May 1985 - December 1999
Skills
Customer Service, Restaurants, Food, Inventory Management, Food Service, Food & Beverage, Cooking, Restaurant Management, Catering, Hospitality, Microsoft Office, Sales
Education
The Art Institute of Indianapolis 2009 — 2011
Culinary, Savory, Honors
Heartland Cafe` February 2015 - Present
Susie-Cute Cakes & Sweets 2012 - Present
Sunrise Senior Living May 2014 - November 2014
Uptown Cafe June 2010 - April 2012
Midwest Grill October 2008 - July 2010
Edward Jones January 2000 - February 2009
Van`s R & R / Vanco R & R May 1985 - December 1999
Skills
Customer Service, Restaurants, Food, Inventory Management, Food Service, Food & Beverage, Cooking, Restaurant Management, Catering, Hospitality, Microsoft Office, Sales
Education
The Art Institute of Indianapolis 2009 — 2011
Culinary, Savory, Honors
Sarah Deasy Sarah Deasy's Edward Jones Experience June 2008 - May 2009
Job Loan Officer at Live Oak Bank
Industry Financial Services
Experience
Live Oak Bank January 2015 - Present
Live Oak Bank June 2013 - January 2015
Live Oak Bank January 2011 - June 2013
The National Capital Bank June 2009 - September 2010
Edward Jones June 2008 - May 2009
National Petrochemical & Refiners Association March 2001 - June 2007
Skills
Banking, Risk Management, Microsoft Office, Credit, Financial Analysis, Excel, Financial Reporting, Loans, Portfolio Management, Credit Analysis, Investments, Asset Management, Data Analysis, Valuation, Financial Planning, Customer Service, Credit Risk, Commercial Banking, Financial Modeling, Finance
Education
The George Washington University - School of Business 2003 — 2007
MBA, Finance
William & Mary 1993 — 1997
BA, Public Policy & Environmental Studies
Live Oak Bank January 2015 - Present
Live Oak Bank June 2013 - January 2015
Live Oak Bank January 2011 - June 2013
The National Capital Bank June 2009 - September 2010
Edward Jones June 2008 - May 2009
National Petrochemical & Refiners Association March 2001 - June 2007
Skills
Banking, Risk Management, Microsoft Office, Credit, Financial Analysis, Excel, Financial Reporting, Loans, Portfolio Management, Credit Analysis, Investments, Asset Management, Data Analysis, Valuation, Financial Planning, Customer Service, Credit Risk, Commercial Banking, Financial Modeling, Finance
Education
The George Washington University - School of Business 2003 — 2007
MBA, Finance
William & Mary 1993 — 1997
BA, Public Policy & Environmental Studies
Douglas Emmett Douglas Emmett's Edward Jones Experience December 2014 - Present
Job Personal Financial Advisor at Edward Jones
Industry Military
Experience
Edward Jones December 2014 - Present
US Army April 1995 - October 2014
Education
The George Washington University School of Medicine and Health Sciences 2008 — 2009
Bachelor's Degree, Cytotechnology/Cytotechnologist
Edward Jones December 2014 - Present
US Army April 1995 - October 2014
Education
The George Washington University School of Medicine and Health Sciences 2008 — 2009
Bachelor's Degree, Cytotechnology/Cytotechnologist
Donald Corry Donald Corry's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Computer Software
Experience
Edward Jones June 2014 - Present
Blackbaud March 2013 - June 2014
Blackbaud January 2012 - February 2013
Blackbaud January 2010 - December 2011
Developer Land Sales January 2007 - December 2009
Datastream 2004 - 2006
Blackbaud 2003 - 2004
Enron June 2001 - March 2002
US Army 1993 - 1995
Skills
Solution Selling, Sales Management, Enterprise Software, Consultative Selling, SaaS, Account Management, Budgets, Business Development, Business Intelligence, CRM, Cloud Computing, Contract Negotiation, Cross-functional Team..., Direct Sales
Education
The Citadel 1989 — 1993
Bachelor of Science, Business Administration
Edward Jones June 2014 - Present
Blackbaud March 2013 - June 2014
Blackbaud January 2012 - February 2013
Blackbaud January 2010 - December 2011
Developer Land Sales January 2007 - December 2009
Datastream 2004 - 2006
Blackbaud 2003 - 2004
Enron June 2001 - March 2002
US Army 1993 - 1995
Skills
Solution Selling, Sales Management, Enterprise Software, Consultative Selling, SaaS, Account Management, Budgets, Business Development, Business Intelligence, CRM, Cloud Computing, Contract Negotiation, Cross-functional Team..., Direct Sales
Education
The Citadel 1989 — 1993
Bachelor of Science, Business Administration
Nicole Neff Singleton's Edward Jones Experience October 2010 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Edward Jones October 2010 - Present
Skills
Investments, Retirement Planning
Education
Texas Tech University 2004 — 2010
Bachelor of Science (BS), Personal Financial Planning
Edward Jones October 2010 - Present
Skills
Investments, Retirement Planning
Education
Texas Tech University 2004 — 2010
Bachelor of Science (BS), Personal Financial Planning
Alan Zabloudil Alan Zabloudil's Edward Jones Experience June 2004 - January 2005
Job Director, Capital Markets at 1st Global
Industry Financial Services
Experience
1st Global November 2013 - Present
1st Global April 2012 - November 2013
Penson Financial Services April 2006 - April 2012
Penson Financial Services April 2005 - April 2006
Edward Jones June 2004 - January 2005
Skills
Market Connectivity, Market Analysis, Trading Systems, Equity Trading, Equity Research, Equity Capital Markets, Trading Strategies, Electronic Trading, Customer Support, Customer Service, Customer Oriented, Client Counseling, Client Education, Market Structure, Cross-functional Team..., Team Building, Leadership, FX Options, Trading, Equities, Financial Risk, Securities, Investments, Options, FINRA, Bloomberg, Risk Management, Series 7, Fixed Income, Series 63, Financial Markets, Back Office, Series 24, Capital Markets, Financial Services, Investment Strategies, ETFs, Financial Advisory, Hedge Funds
Education
Texas Tech University 2000 — 2004
Bachelor's degree, Finance, General
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Finance
1st Global November 2013 - Present
1st Global April 2012 - November 2013
Penson Financial Services April 2006 - April 2012
Penson Financial Services April 2005 - April 2006
Edward Jones June 2004 - January 2005
Skills
Market Connectivity, Market Analysis, Trading Systems, Equity Trading, Equity Research, Equity Capital Markets, Trading Strategies, Electronic Trading, Customer Support, Customer Service, Customer Oriented, Client Counseling, Client Education, Market Structure, Cross-functional Team..., Team Building, Leadership, FX Options, Trading, Equities, Financial Risk, Securities, Investments, Options, FINRA, Bloomberg, Risk Management, Series 7, Fixed Income, Series 63, Financial Markets, Back Office, Series 24, Capital Markets, Financial Services, Investment Strategies, ETFs, Financial Advisory, Hedge Funds
Education
Texas Tech University 2000 — 2004
Bachelor's degree, Finance, General
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Finance
Casey Neil Casey Neil's Edward Jones Experience 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2007 - Present
Education
Texas Tech University 1997 — 2001
Bachelor's degree, Finance
Edward Jones 2007 - Present
Education
Texas Tech University 1997 — 2001
Bachelor's degree, Finance
Korey Rogers, CFP®'s Edward Jones Experience Advanced Planning ConsultantThe HartfordFebruary 2004 - June 2010
Job Financial Planner at Edward Jones
Industry Financial Services
Experience
Edward Jones Advanced Planning ConsultantThe HartfordFebruary 2004 - June 2010
Lord Abbett & Co. LLC February 1998 - June 2003
Education
Texas Tech University 1994 — 1997
BS - FInancial Planning
Edward Jones Advanced Planning ConsultantThe HartfordFebruary 2004 - June 2010
Lord Abbett & Co. LLC February 1998 - June 2003
Education
Texas Tech University 1994 — 1997
BS - FInancial Planning
Heidi L. Morris-Mosbacher, AAMS® Heidi L. Morris-Mosbacher, AAMS®'s Edward Jones Experience 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Payden & Rygel 2010 - 2011
Merrill Lynch 2007 - 2007
Skills
Investments, Portfolio Management, Asset Allocation, Analysis, Securities, Finance, Fixed Income, Asset Managment, Fixed Income Strategies
Education
London School of Economics and Political Science
General Course Programme
Washington University in St. Louis
B.A., Political Science, American Culture Studies, and Psychology
Edward Jones 2011 - Present
Payden & Rygel 2010 - 2011
Merrill Lynch 2007 - 2007
Skills
Investments, Portfolio Management, Asset Allocation, Analysis, Securities, Finance, Fixed Income, Asset Managment, Fixed Income Strategies
Education
London School of Economics and Political Science
General Course Programme
Washington University in St. Louis
B.A., Political Science, American Culture Studies, and Psychology
Justin Mildrum's Edward Jones Experience October 2014 - January 2015
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Edward Jones October 2014 - January 2015
Fidelity Investments February 2012 - October 2014
Terminix International February 2009 - January 2012
Terminix International February 2009 - January 2010
Regional Acceptance Corp July 2007 - July 2008
Lowes Home Improvement December 2004 - July 2007
South Carolina World Trade Center June 2004 - January 2005
AT&T May 2000 - August 2000
Skills
Management, Customer Service, Sales Management, Team Leadership
Education
The Citadel 1999 — 2003
B.S., Business Administration
Hargrave Military Academy 1995 — 1999
Merrill Lynch April 2015 - Present
Edward Jones October 2014 - January 2015
Fidelity Investments February 2012 - October 2014
Terminix International February 2009 - January 2012
Terminix International February 2009 - January 2010
Regional Acceptance Corp July 2007 - July 2008
Lowes Home Improvement December 2004 - July 2007
South Carolina World Trade Center June 2004 - January 2005
AT&T May 2000 - August 2000
Skills
Management, Customer Service, Sales Management, Team Leadership
Education
The Citadel 1999 — 2003
B.S., Business Administration
Hargrave Military Academy 1995 — 1999
Dan Kellogg Dan Kellogg's Edward Jones Experience January 2009 - August 2010
Job Dealer Services
Industry Banking
Experience
Ally Financial Inc. March 2013 - Present
GM Financial/AmeriCredit November 2010 - March 2013
Edward Jones January 2009 - August 2010
CitiFinancial Auto 2003 - March 2009
CitiFinancial Auto 2002 - 2003
CitiFinancial Auto 2001 - 2002
CitiFinancial Auto 2000 - 2001
CitiFinancial Auto 1997 - 2000
Ford Motor Credit Company May 1993 - February 1997
Skills
Team Building, Salesforce.com
Education
Texas State University 1988 — 1993
B.B.A., Finance
Ally Financial Inc. March 2013 - Present
GM Financial/AmeriCredit November 2010 - March 2013
Edward Jones January 2009 - August 2010
CitiFinancial Auto 2003 - March 2009
CitiFinancial Auto 2002 - 2003
CitiFinancial Auto 2001 - 2002
CitiFinancial Auto 2000 - 2001
CitiFinancial Auto 1997 - 2000
Ford Motor Credit Company May 1993 - February 1997
Skills
Team Building, Salesforce.com
Education
Texas State University 1988 — 1993
B.B.A., Finance
Ryan Valenzuela Ryan Valenzuela's Edward Jones Experience June 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2000 - Present
Skills
Retirement Planning, Investments, Insurance, Financial Analysis, Financial Planning, 401k Rollovers
Education
Texas Tech University 1996 — 2000
Economics
Texas Tech University - Rawls College of Business 1996 — 2000
Finance
Edward Jones June 2000 - Present
Skills
Retirement Planning, Investments, Insurance, Financial Analysis, Financial Planning, 401k Rollovers
Education
Texas Tech University 1996 — 2000
Economics
Texas Tech University - Rawls College of Business 1996 — 2000
Finance
Katie Skinner's Edward Jones Experience 2002 - 2006
Job Specialty Sales Rep
Industry Pharmaceuticals
Experience
Promius Pharma 2008 - Present
Reliant Pharmaceuticals 2006 - 2008
Edward Jones 2002 - 2006
Skills
Pharmaceutical Sales, Sales, Strategic Planning, Team Building, Customer Service, Training, Business Strategy, Salesforce.com, Sales Effectiveness, Cardiology, Management, Pharmaceutical Industry, Dermatology, Selling
Education
Texas State University-San Marcos 2007 — 2009
MBA, Business Administration and Management, General
University of Mary-Hardin Baylor 1998 — 2002
BBA, Management
Promius Pharma 2008 - Present
Reliant Pharmaceuticals 2006 - 2008
Edward Jones 2002 - 2006
Skills
Pharmaceutical Sales, Sales, Strategic Planning, Team Building, Customer Service, Training, Business Strategy, Salesforce.com, Sales Effectiveness, Cardiology, Management, Pharmaceutical Industry, Dermatology, Selling
Education
Texas State University-San Marcos 2007 — 2009
MBA, Business Administration and Management, General
University of Mary-Hardin Baylor 1998 — 2002
BBA, Management
Eric Rhoades Eric Rhoades's Edward Jones Experience February 2009 - September 2009
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Edward Jones February 2009 - September 2009
CompHealth 2006 - 2008
Education
Texas State University
BA, Communication Studies, Business
Merrill Lynch September 2009 - Present
Edward Jones February 2009 - September 2009
CompHealth 2006 - 2008
Education
Texas State University
BA, Communication Studies, Business
Keith Abbott's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Basin Healthcare Center July 2011 - August 2012
Boehringer Ingelheim January 2011 - July 2011
sanofi-aventis March 2010 - April 2011
First American Home Buyers Protection Corporation July 2008 - March 2010
MRI Frisco April 2008 - July 2008
Oscient Pharmaceuticals May 2007 - April 2008
TAP Pharmaceuticals January 2000 - February 2005
Skills
Leadership, Account Management, Contract Negotiation, Customer Service, Finance, Investments, Management, Marketing, New Business Development, Pharmaceutical Sales, Sales, Sales Management, Sales Operations, Sales Presentations, Selling, Strategic Planning, Training, Business Development, Team Building
Education
Texas Tech University 1995 — 1997
M. Ed., Higher Education
Texas Tech University 1990 — 1995
BS, Biology, Chemistry
Edward Jones August 2012 - Present
Basin Healthcare Center July 2011 - August 2012
Boehringer Ingelheim January 2011 - July 2011
sanofi-aventis March 2010 - April 2011
First American Home Buyers Protection Corporation July 2008 - March 2010
MRI Frisco April 2008 - July 2008
Oscient Pharmaceuticals May 2007 - April 2008
TAP Pharmaceuticals January 2000 - February 2005
Skills
Leadership, Account Management, Contract Negotiation, Customer Service, Finance, Investments, Management, Marketing, New Business Development, Pharmaceutical Sales, Sales, Sales Management, Sales Operations, Sales Presentations, Selling, Strategic Planning, Training, Business Development, Team Building
Education
Texas Tech University 1995 — 1997
M. Ed., Higher Education
Texas Tech University 1990 — 1995
BS, Biology, Chemistry
Mark Farnham Mark Farnham's Edward Jones Experience July 2002 - September 2009
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2009 - Present
Edward Jones July 2002 - September 2009
Creative Paints June 1998 - June 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Securities, Finance, Financial Services, Management, 401k, FINRA, Series 7, Retirement
Education
The Ohio State University 1998 — 2002
Bachelor, Finance and Risk Management and Insurance
The Ohio State University - The Max M. Fisher College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, and Risk Management and Insurance
LPL Financial September 2009 - Present
Edward Jones July 2002 - September 2009
Creative Paints June 1998 - June 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Securities, Finance, Financial Services, Management, 401k, FINRA, Series 7, Retirement
Education
The Ohio State University 1998 — 2002
Bachelor, Finance and Risk Management and Insurance
The Ohio State University - The Max M. Fisher College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, and Risk Management and Insurance
Shelbi Wallace Shelbi Wallace's Edward Jones Experience May 2013 - Present
Job OnCall Branch Office Administrator at Edward Jones
Industry
Experience
Edward Jones May 2013 - Present
Skills
Leadership, Retirement Planning
Education
Texas Tech University 2006 — 2013
Bachelor of Arts (BA), University Studies
Edward Jones May 2013 - Present
Skills
Leadership, Retirement Planning
Education
Texas Tech University 2006 — 2013
Bachelor of Arts (BA), University Studies
Aaron Harvey's Edward Jones Experience May 2007 - September 2010
Job Financial Advisor at First Investment Services
Industry Investment Management
Experience
Cambridge Investment Research, Inc. October 2010 - April 2015
Edward Jones May 2007 - September 2010
JPMorgan Chase April 2006 - May 2007
Skills
Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, Employee and Executive...
Education
Texas Tech University 1997 — 2003
BBA, Marketing
Texas Tech University - Rawls College of Business 1997 — 2003
BA, Marketing
Cambridge Investment Research, Inc. October 2010 - April 2015
Edward Jones May 2007 - September 2010
JPMorgan Chase April 2006 - May 2007
Skills
Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, Employee and Executive...
Education
Texas Tech University 1997 — 2003
BBA, Marketing
Texas Tech University - Rawls College of Business 1997 — 2003
BA, Marketing
Becky Knapton Becky Knapton's Edward Jones Experience May 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2011 - Present
Frontier Bank August 2008 - May 2011
Bread & Roses 2005 - 2006
YMCA Camp Seymour 2003 - 2005
AmeriCorps National Civilian Community Corp September 2003 - June 2004
McDonald's April 1999 - June 2003
Skills
Customer Service, Problem Solving, Able To Multi-task
Education
The Evergreen State College 2003 — 2008
Bachelor of Arts, Business Management & Organizational Development
Edward Jones May 2011 - Present
Frontier Bank August 2008 - May 2011
Bread & Roses 2005 - 2006
YMCA Camp Seymour 2003 - 2005
AmeriCorps National Civilian Community Corp September 2003 - June 2004
McDonald's April 1999 - June 2003
Skills
Customer Service, Problem Solving, Able To Multi-task
Education
The Evergreen State College 2003 — 2008
Bachelor of Arts, Business Management & Organizational Development
Michael Mondello Michael Mondello's Edward Jones Experience December 2004 - December 2013
Job First Vice President Investment Officer Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2004 - December 2013
A. G.Edwards 2002 - 2004
New England Financial 1999 - 2002
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Mutual Funds, Series 7, Retirement
Education
The King's College 1978 — 1982
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2004 - December 2013
A. G.Edwards 2002 - 2004
New England Financial 1999 - 2002
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Mutual Funds, Series 7, Retirement
Education
The King's College 1978 — 1982
Benzi Yeung Benzi Yeung's Edward Jones Experience October 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Edward Jones September 2013 - October 2014
Suncor Energy May 2012 - August 2012
Diageo January 2012 - April 2012
Mosaic Sales Solutions July 2011 - April 2012
Business United September 2009 - June 2011
Richmond Rose Public School 2008 - 2009
Skills
Promoting, Event Planning, Advertising, Marketing Strategy, Public Speaking, Microsoft Excel, Financial Analysis, Wealth Management, Marketing, Financial Advisory, Time Management, Management, Social Media Marketing, Analysis, Leadership, Customer Service
Education
York University - Schulich School of Business 2009 — 2013
iBBA, Marketing and Finance
The Chinese University of Hong Kong 2013 — 2013
iBBA (International Exchange Abroad), Marketing and Management
Bayview Secondary School 2005 — 2009
OSS diploma, Business Administration and Management, General
Edward Jones October 2014 - Present
Edward Jones September 2013 - October 2014
Suncor Energy May 2012 - August 2012
Diageo January 2012 - April 2012
Mosaic Sales Solutions July 2011 - April 2012
Business United September 2009 - June 2011
Richmond Rose Public School 2008 - 2009
Skills
Promoting, Event Planning, Advertising, Marketing Strategy, Public Speaking, Microsoft Excel, Financial Analysis, Wealth Management, Marketing, Financial Advisory, Time Management, Management, Social Media Marketing, Analysis, Leadership, Customer Service
Education
York University - Schulich School of Business 2009 — 2013
iBBA, Marketing and Finance
The Chinese University of Hong Kong 2013 — 2013
iBBA (International Exchange Abroad), Marketing and Management
Bayview Secondary School 2005 — 2009
OSS diploma, Business Administration and Management, General
Nina (Jones) Stevenson Nina (Jones) Stevenson's Edward Jones Experience July 2010 - Present
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Girl Scouts Heart of the South January 2006 - May 2010
Greenville Youth Soccer Association 1999 - 2006
PTA President and School Volunteer in multiple schools in MS, IN, LA 1995 - 2006
Integrated Ingredients 1993 - 1995
Gerlach Schools 1991 - 1995
National Association of Independent Lubes 1988 - 1991
Caviness Advertising/Public Relations 1985 - 1988
Skills
Manager, Event Planning, Bookkeeping, Office Manager, Executive..., Payroll, Accounts Payable, Accounts Receivable, Retail, Inventory, Leadership, Training, Real Estate, Volunteer Management, Fundraising
Education
Texas Tech University
Business Administration
Edward Jones July 2010 - Present
Girl Scouts Heart of the South January 2006 - May 2010
Greenville Youth Soccer Association 1999 - 2006
PTA President and School Volunteer in multiple schools in MS, IN, LA 1995 - 2006
Integrated Ingredients 1993 - 1995
Gerlach Schools 1991 - 1995
National Association of Independent Lubes 1988 - 1991
Caviness Advertising/Public Relations 1985 - 1988
Skills
Manager, Event Planning, Bookkeeping, Office Manager, Executive..., Payroll, Accounts Payable, Accounts Receivable, Retail, Inventory, Leadership, Training, Real Estate, Volunteer Management, Fundraising
Education
Texas Tech University
Business Administration
Glenda Molina's Edward Jones Experience May 2009 - April 2010
Job Client Operations Specialist at Silicon Hills Wealth Management
Industry Financial Services
Experience
Silicon Hills Wealth Management, LLC January 2013 - Present
Austin National Financial Services May 2011 - January 2013
Azrael Associates, LLC April 2010 - May 2011
Edward Jones May 2009 - April 2010
Skills
Establish & Maintain..., Morningstar Office, Client Billing, Establishing New..., Cashiering, Compliance, Operations Management
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Silicon Hills Wealth Management, LLC January 2013 - Present
Austin National Financial Services May 2011 - January 2013
Azrael Associates, LLC April 2010 - May 2011
Edward Jones May 2009 - April 2010
Skills
Establish & Maintain..., Morningstar Office, Client Billing, Establishing New..., Cashiering, Compliance, Operations Management
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Patrick Keplinger, MBA's Edward Jones Experience April 2014 - January 2015
Job Financial Solutions Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Edward Jones April 2014 - January 2015
Target June 2012 - 2014
U.S. Marine Corps March 2001 - May 2012
USMC 2001 - May 2012
United States Marine Corps September 2011 - February 2012
United States Marine Corps May 2010 - May 2011
Archi's Acres, Inc. 2010 - 2010
U.S. Marine Corps August 1995 - March 2001
Skills
Series 7, Series 66, Leadership Development, Security Clearance, Military, Command, DoD, Military Operations, Operational Planning, Government, Security, Military Experience, Leadership, National Security, Information Assurance, Army, Intelligence, Training, Top Secret, Security+, CompTIA, Navy, Defense, Logistics, COMSEC, Computer Security, Intelligence Analysis, Force Protection, DIACAP, Military Training, Organizational..., Military Logistics, Team Building, Project Planning, Government Contracting, Combat, Crisis Management, Emergency Management, Active DoD Secret..., Satellite Communications, Vulnerability Assessment, Personnel Management, Personnel Supervision, Strategic Planning, Project Management, Logistics Management, Program Management, Policy, Proposal Writing, Operations Management
Education
The American College
Chartered Financial Consultant
University of Redlands 2007 — 2009
MBA, Masters, Business Administration
University of California, San Diego 1998 — 2000
BA, History
Mendocino College 1996 — 1998
AA, Liberal Arts
Ukiah High 1991 — 1995
Merrill Lynch February 2015 - Present
Edward Jones April 2014 - January 2015
Target June 2012 - 2014
U.S. Marine Corps March 2001 - May 2012
USMC 2001 - May 2012
United States Marine Corps September 2011 - February 2012
United States Marine Corps May 2010 - May 2011
Archi's Acres, Inc. 2010 - 2010
U.S. Marine Corps August 1995 - March 2001
Skills
Series 7, Series 66, Leadership Development, Security Clearance, Military, Command, DoD, Military Operations, Operational Planning, Government, Security, Military Experience, Leadership, National Security, Information Assurance, Army, Intelligence, Training, Top Secret, Security+, CompTIA, Navy, Defense, Logistics, COMSEC, Computer Security, Intelligence Analysis, Force Protection, DIACAP, Military Training, Organizational..., Military Logistics, Team Building, Project Planning, Government Contracting, Combat, Crisis Management, Emergency Management, Active DoD Secret..., Satellite Communications, Vulnerability Assessment, Personnel Management, Personnel Supervision, Strategic Planning, Project Management, Logistics Management, Program Management, Policy, Proposal Writing, Operations Management
Education
The American College
Chartered Financial Consultant
University of Redlands 2007 — 2009
MBA, Masters, Business Administration
University of California, San Diego 1998 — 2000
BA, History
Mendocino College 1996 — 1998
AA, Liberal Arts
Ukiah High 1991 — 1995
Kasaundra Neel's Edward Jones Experience 2008 - 2011
Job Project Manager/Office Manager at EBDI/Insperity
Industry Information Technology and Services
Experience
Insperity/EBDI 2011 - Present
Edward Jones 2008 - 2011
COMSYS 2007 - 2007
TekSystems August 2006 - 2007
USAA 2004 - 2006
Sprint 1995 - 2004
Skills
SDLC, Requirements Analysis, Business Analysis, PMP, PMO, Software Project..., Integration, ITIL, Requirements Gathering, Visio, SharePoint, Vendor Management, Business Intelligence, Business Process, Microsoft SQL Server, Agile Methodologies, SQL, IT Service Management, IT Strategy, Oracle, Project Management, Management, Consulting, Software Documentation
Education
George Washington
Masters Certificate Project Managment, Project Management
Lonestar College
Associate of Science (A.S.)
PMLG
IT Certified Project Manager, Project Management
Insperity/EBDI 2011 - Present
Edward Jones 2008 - 2011
COMSYS 2007 - 2007
TekSystems August 2006 - 2007
USAA 2004 - 2006
Sprint 1995 - 2004
Skills
SDLC, Requirements Analysis, Business Analysis, PMP, PMO, Software Project..., Integration, ITIL, Requirements Gathering, Visio, SharePoint, Vendor Management, Business Intelligence, Business Process, Microsoft SQL Server, Agile Methodologies, SQL, IT Service Management, IT Strategy, Oracle, Project Management, Management, Consulting, Software Documentation
Education
George Washington
Masters Certificate Project Managment, Project Management
Lonestar College
Associate of Science (A.S.)
PMLG
IT Certified Project Manager, Project Management
Scott Burkhart's Edward Jones Experience February 2012 - March 2014
Job Investment Advisor Representative at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group June 2014 - Present
KSHSAA 2000 - 2015
Edward Jones February 2012 - March 2014
Jared the Galleria of Jewelry July 2007 - January 2012
ZaleCorp April 2005 - July 2007
Bud Jennings Carpet One 2000 - 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Tax Deferred Life..., Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The National University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
San Diego City College 1977 — 1979
Associate of Arts (A.A.), Business Administration and Management, General
Lawrence High School 1970 — 1973
The Principal Financial Group June 2014 - Present
KSHSAA 2000 - 2015
Edward Jones February 2012 - March 2014
Jared the Galleria of Jewelry July 2007 - January 2012
ZaleCorp April 2005 - July 2007
Bud Jennings Carpet One 2000 - 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Tax Deferred Life..., Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The National University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
San Diego City College 1977 — 1979
Associate of Arts (A.A.), Business Administration and Management, General
Lawrence High School 1970 — 1973
John Lithgow's Edward Jones Experience February 2008 - April 2009
Job Quality Assurance Analyst at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo Dealer Services January 2014 - Present
Wells Fargo Dealer Services July 2011 - January 2014
Wells Fargo Dealer Services July 2009 - July 2011
Edward Jones February 2008 - April 2009
Skills
Credit Analysis, Loans, Finance, Banking, Credit, Consumer Lending, Securities, Financial Services, Investments, Mutual Funds, Microsoft Office, Series 7, Retirement Planning, Microsoft Excel, Negotiation
Education
The Citadel 2011 — 2012
MBA
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance
Wells Fargo Dealer Services January 2014 - Present
Wells Fargo Dealer Services July 2011 - January 2014
Wells Fargo Dealer Services July 2009 - July 2011
Edward Jones February 2008 - April 2009
Skills
Credit Analysis, Loans, Finance, Banking, Credit, Consumer Lending, Securities, Financial Services, Investments, Mutual Funds, Microsoft Office, Series 7, Retirement Planning, Microsoft Excel, Negotiation
Education
The Citadel 2011 — 2012
MBA
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance
Carri Martini Murphree's Edward Jones Experience February 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2006 - Present
Philip Morris February 2004 - February 2006
Southwest Airlines 1999 - 2004
Education
Texas Tech University - Rawls College of Business 2003 — 2004
BA, Management
Texas Tech University - Rawls College of Business 1995 — 1998
Edward Jones February 2006 - Present
Philip Morris February 2004 - February 2006
Southwest Airlines 1999 - 2004
Education
Texas Tech University - Rawls College of Business 2003 — 2004
BA, Management
Texas Tech University - Rawls College of Business 1995 — 1998
Michael DiFonzo's Edward Jones Experience 2008 - 2010
Job Financial Consultant at The Monolith Group
Industry Financial Services
Experience
The Monolith Group 2010 - Present
Edward Jones 2008 - 2010
Education
Texas State University 2002 — 2007
Psychology, Business
The Monolith Group 2010 - Present
Edward Jones 2008 - 2010
Education
Texas State University 2002 — 2007
Psychology, Business
Marcus Dickerson's Edward Jones Experience State Trooperthe Texas Department of Public Safety2000 - 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones State Trooperthe Texas Department of Public Safety2000 - 2006
Education
Texas Tech University
Bachelor of Arts, Public Relations/Marketing
Edward Jones State Trooperthe Texas Department of Public Safety2000 - 2006
Education
Texas Tech University
Bachelor of Arts, Public Relations/Marketing
Betsy (Lewis) Frederick's Edward Jones Experience January 2012 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Education
Texas Tech University - Rawls College of Business 2008 — 2010
MBA (HOM) / MSBA (Healthcare Administration)
Edward Jones January 2012 - Present
Education
Texas Tech University - Rawls College of Business 2008 — 2010
MBA (HOM) / MSBA (Healthcare Administration)
Rajith De Silva, CFA, ACMA, CGMA's Edward Jones Experience August 2009 - July 2010
Job BANKER / SENIOR FINANCIAL ADVISOR at RBC
Industry Banking
Experience
RBC September 2014 - Present
Scotiabank August 2010 - August 2014
Edward Jones August 2009 - July 2010
Kia Canada Inc. August 2007 - July 2009
Associated Motorways (Private) Limited April 2005 - July 2007
Skills
Strategic Financial..., Financial Analysis, Investments, Credit, Portfolio Management, Finance, Risk Management, Wealth Management, Corporate Finance, Capital Markets, Financial Modeling, Asset Management, Investment Strategies, Derivatives, Business Analysis, Financial Planning
Education
Chartered Financial Analyst (CFA) Institute 2010 — 2014
Chartered Financial Analyst, Investment Analysis and Portfolio Management
The Chartered Institute of Management Accountants 1997 — 2009
Chartered Management Accountant, Management Accounting and Financial Reporting
Canadian Securities Institute 2008 — 2009
CSC & CPH, Financial Planning and Wealth Management
Dharmaraja College, Kandy, Sri Lanka 1982 — 1996
GCE O/L & GCE A/L
RBC September 2014 - Present
Scotiabank August 2010 - August 2014
Edward Jones August 2009 - July 2010
Kia Canada Inc. August 2007 - July 2009
Associated Motorways (Private) Limited April 2005 - July 2007
Skills
Strategic Financial..., Financial Analysis, Investments, Credit, Portfolio Management, Finance, Risk Management, Wealth Management, Corporate Finance, Capital Markets, Financial Modeling, Asset Management, Investment Strategies, Derivatives, Business Analysis, Financial Planning
Education
Chartered Financial Analyst (CFA) Institute 2010 — 2014
Chartered Financial Analyst, Investment Analysis and Portfolio Management
The Chartered Institute of Management Accountants 1997 — 2009
Chartered Management Accountant, Management Accounting and Financial Reporting
Canadian Securities Institute 2008 — 2009
CSC & CPH, Financial Planning and Wealth Management
Dharmaraja College, Kandy, Sri Lanka 1982 — 1996
GCE O/L & GCE A/L
James Henrie's Edward Jones Experience 2009 - 2010
Job Machinery Division Leading Chief Petty Officer (MLCPO) at US Navy
Industry Military
Experience
US Navy January 2012 - Present
US Navy May 2008 - Present
US Navy January 2008 - Present
US Navy September 2003 - Present
US Navy October 2001 - Present
KAPL 2009 - August 2010
Edward Jones 2009 - 2010
NPTU Ballston Spa 2008 - 2009
Nuclear Power Training Unit 2007 - 2009
Skills
Nuclear, Preventive Maintenance, Reactor, Technical Writing, DoD, Power Generation, Inspection, Planned Preventative..., Training, Navy, Technical Training, Security Clearance, Process Improvement, Military, Supervisory Skills, Nuclear Engineering, Troubleshooting, Engineering, Electricians, Power Plants, Military Experience, Quality Assurance, Testing, Maintenance Management, Defense, Government, Steam, Factory, Maintenance & Repair
Education
The New School 2007 — 2009
BS in Human Resource Management, HRM
US Navy January 2012 - Present
US Navy May 2008 - Present
US Navy January 2008 - Present
US Navy September 2003 - Present
US Navy October 2001 - Present
KAPL 2009 - August 2010
Edward Jones 2009 - 2010
NPTU Ballston Spa 2008 - 2009
Nuclear Power Training Unit 2007 - 2009
Skills
Nuclear, Preventive Maintenance, Reactor, Technical Writing, DoD, Power Generation, Inspection, Planned Preventative..., Training, Navy, Technical Training, Security Clearance, Process Improvement, Military, Supervisory Skills, Nuclear Engineering, Troubleshooting, Engineering, Electricians, Power Plants, Military Experience, Quality Assurance, Testing, Maintenance Management, Defense, Government, Steam, Factory, Maintenance & Repair
Education
The New School 2007 — 2009
BS in Human Resource Management, HRM
Randy Milby's Edward Jones Experience November 2010 - November 2012
Job Employment Seeker
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - September 2015
Edward Jones November 2010 - November 2012
Continental Airlines March 2004 - October 2010
Skills
Customer Service, Retirement Planning, Leadership, Mutual Funds, Financial Advisory, Life Insurance, Bonds, Insurance, Investments, Retirement, Marketing Strategy, Social Media, Microsoft Office, Marketing, Public Relations, Social Media Marketing, Event Planning
Education
Texas Tech University
Business Administration and Management, General
Wells Fargo Advisors June 2014 - September 2015
Edward Jones November 2010 - November 2012
Continental Airlines March 2004 - October 2010
Skills
Customer Service, Retirement Planning, Leadership, Mutual Funds, Financial Advisory, Life Insurance, Bonds, Insurance, Investments, Retirement, Marketing Strategy, Social Media, Microsoft Office, Marketing, Public Relations, Social Media Marketing, Event Planning
Education
Texas Tech University
Business Administration and Management, General
John Lerma's Edward Jones Experience Ownermijolla2000 - 2012
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones Ownermijolla2000 - 2012
Education
Texas State University 1994 — 1997
Edward Jones Ownermijolla2000 - 2012
Education
Texas State University 1994 — 1997
Glen Fox's Edward Jones Experience March 2010 - September 2010
Job Sr. Sales Representative Measurement Field Sales, Rosemount Inc.
Industry Industrial Automation
Experience
Emerson Process Management April 2014 - Present
Mitsubishi Electric Automation, Inc April 2012 - March 2014
Edward Jones March 2010 - September 2010
Roberts & Spencer Instrument Company January 2002 - April 2009
Glen A. Fox Consulting July 2001 - January 2002
ACT-Applied Control Technology (a Mfg. Rep. Firm in TX/OK) November 1999 - July 2001
Honeywell, Inc June 1997 - September 1999
Summit Controls, Inc January 1988 - June 1997
Westinghouse Electric Supply Company January 1993 - October 1993
Womack Machine Supply Company January 1981 - January 1988
Skills
SCADA, Automation, PLC, Account Management, Excel, Data Acquisition, Computer Hardware, Word, Application Design, UPS, Direct Marketing, DAS, Process Automation, Instrumentation, Process Control, DCS, Commissioning, Engineering, Troubleshooting, Gross Profit, Oil, Gas, Integration, Project Engineering, Energy, Control System Design, Modbus, OPC, Process Engineering, Sales Management, Problem Solving, Contract Management, Team Leadership, Petrochemical, New Business Development, Key Account Management, Cabling, Control Systems Design, HMIs, Microsoft Excel, Microsoft Word, Motion Control, Petroleum, Power Generation, UPS systems, Industrial Control
Education
Texas Tech University 1972 — 1977
BS
Brownfield High School
Emerson Process Management April 2014 - Present
Mitsubishi Electric Automation, Inc April 2012 - March 2014
Edward Jones March 2010 - September 2010
Roberts & Spencer Instrument Company January 2002 - April 2009
Glen A. Fox Consulting July 2001 - January 2002
ACT-Applied Control Technology (a Mfg. Rep. Firm in TX/OK) November 1999 - July 2001
Honeywell, Inc June 1997 - September 1999
Summit Controls, Inc January 1988 - June 1997
Westinghouse Electric Supply Company January 1993 - October 1993
Womack Machine Supply Company January 1981 - January 1988
Skills
SCADA, Automation, PLC, Account Management, Excel, Data Acquisition, Computer Hardware, Word, Application Design, UPS, Direct Marketing, DAS, Process Automation, Instrumentation, Process Control, DCS, Commissioning, Engineering, Troubleshooting, Gross Profit, Oil, Gas, Integration, Project Engineering, Energy, Control System Design, Modbus, OPC, Process Engineering, Sales Management, Problem Solving, Contract Management, Team Leadership, Petrochemical, New Business Development, Key Account Management, Cabling, Control Systems Design, HMIs, Microsoft Excel, Microsoft Word, Motion Control, Petroleum, Power Generation, UPS systems, Industrial Control
Education
Texas Tech University 1972 — 1977
BS
Brownfield High School
Kyle Motheral's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Voyager Learning July 2011 - July 2012
ProComputing Corporation June 2006 - July 2011
Post ISD July 2003 - June 2006
Lamesa ISD July 2001 - July 2003
Skills
Curriculum Design, Customer Relations, Strategic Planning, K-12, Account Management, Solution Selling, Salesforce.com, Problem Solving, New Business Development, Consultative Selling, Microsoft Office, Social Media, Series 7, Financial Advisory, Retirement Planning, Classroom, Series 63, Series 65, Life Insurance, Health Insurance, Variable Annuities, Stocks, Mutual Funds, Insurance, Wealth Management, Public Speaking, Higher Education, Customer Service, Strategic Financial...
Education
Texas Tech University 1997 — 2001
Bachelor of Science, ESS
South Plains College 1995 — 1997
Pre-Engineering
Sundown High School 1991 — 1995
High School Diploma
Edward Jones August 2012 - Present
Voyager Learning July 2011 - July 2012
ProComputing Corporation June 2006 - July 2011
Post ISD July 2003 - June 2006
Lamesa ISD July 2001 - July 2003
Skills
Curriculum Design, Customer Relations, Strategic Planning, K-12, Account Management, Solution Selling, Salesforce.com, Problem Solving, New Business Development, Consultative Selling, Microsoft Office, Social Media, Series 7, Financial Advisory, Retirement Planning, Classroom, Series 63, Series 65, Life Insurance, Health Insurance, Variable Annuities, Stocks, Mutual Funds, Insurance, Wealth Management, Public Speaking, Higher Education, Customer Service, Strategic Financial...
Education
Texas Tech University 1997 — 2001
Bachelor of Science, ESS
South Plains College 1995 — 1997
Pre-Engineering
Sundown High School 1991 — 1995
High School Diploma
Michael Baloy's Edward Jones Experience November 2014 - Present
Job Business Development Executive at IMLCORP, LLC
Industry Electrical/Electronic Manufacturing
Experience
Edward Jones November 2014 - Present
Brooks Air Systems August 2008 - August 2009
Carriage Fence LLC February 2005 - August 2008
Orkin Pest Control April 2002 - February 2005
Eglin Air Force Base, Florida August 1989 - August 1998
Skills
New Business Development, Customer Relations, Public Speaking
Education
The Citadel 1985 — 1989
B.S., Physics
Edward Jones November 2014 - Present
Brooks Air Systems August 2008 - August 2009
Carriage Fence LLC February 2005 - August 2008
Orkin Pest Control April 2002 - February 2005
Eglin Air Force Base, Florida August 1989 - August 1998
Skills
New Business Development, Customer Relations, Public Speaking
Education
The Citadel 1985 — 1989
B.S., Physics
Michelle Cattani's Edward Jones Experience August 2008 - August 2009
Job .
Industry Design
Experience
IPI September 2012 - Present
Brite Water Pools / Brite Spray Foam March 2010 - October 2011
Solutions for Industries Inc August 2009 - November 2009
Edward Jones August 2008 - August 2009
Skills
Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Adobe Acrobat, Spreadsheets, Customer Service, Process Scheduler, Data Entry, File Management, QuickBooks, Office Management, Microsoft Works, AutoCAD, Jewelry Design, Rhinoceros, Rhino 3D
Education
Westwood College 2007 — 2009
Architectural AutoCad
St. Andrews College 2003 — 2007
B.A, Business Administration
Texas Woman's University
IPI September 2012 - Present
Brite Water Pools / Brite Spray Foam March 2010 - October 2011
Solutions for Industries Inc August 2009 - November 2009
Edward Jones August 2008 - August 2009
Skills
Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Adobe Acrobat, Spreadsheets, Customer Service, Process Scheduler, Data Entry, File Management, QuickBooks, Office Management, Microsoft Works, AutoCAD, Jewelry Design, Rhinoceros, Rhino 3D
Education
Westwood College 2007 — 2009
Architectural AutoCad
St. Andrews College 2003 — 2007
B.A, Business Administration
Texas Woman's University
Tyler Choate's Edward Jones Experience 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2005 - Present
Education
Texas Tech University - Rawls College of Business 1997 — 2002
Business Administration
Edward Jones 2005 - Present
Education
Texas Tech University - Rawls College of Business 1997 — 2002
Business Administration
Stephen Shadrock's Edward Jones Experience May 2009 - March 2010
Job Retail Professional
Industry Retail
Experience
Edward Jones May 2009 - March 2010
Wal-Mart Stores Inc. October 2003 - February 2009
Wal Mart Store Inc. December 2001 - October 2003
Wal Mart Store Inc. January 1985 - December 2001
Wal Mart Stores Inc. March 1993 - February 1995
Education
Texas State University 1982 — 1984
BBA, Marketing
Edward Jones May 2009 - March 2010
Wal-Mart Stores Inc. October 2003 - February 2009
Wal Mart Store Inc. December 2001 - October 2003
Wal Mart Store Inc. January 1985 - December 2001
Wal Mart Stores Inc. March 1993 - February 1995
Education
Texas State University 1982 — 1984
BBA, Marketing
Robert Rob E. Copeland III CFP® CAP®'s Edward Jones Experience 2012 - 2013
Job Wealth Manager | USAA® Wealth Management
Industry Financial Services
Experience
Edward Jones 2012 - 2013
Wealth Impact Partners 2010 - 2011
Lake Street Advisors, LLC 2009 - 2009
Keel Point Advisors 2003 - 2008
Cambridge Associates 2001 - 2003
Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors
Education
Gordon Conwell Theological Seminary 2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership
The American College 2010 — 2010
Certificate, Chartered Advisor in Philanthropy
College for Financial Planning 2005 — 2008
Certificate, Financial Planning
James Madison University - College of Business 1996 — 2000
BBA, Finance
George C. Marshall High School
The American College
Edward Jones 2012 - 2013
Wealth Impact Partners 2010 - 2011
Lake Street Advisors, LLC 2009 - 2009
Keel Point Advisors 2003 - 2008
Cambridge Associates 2001 - 2003
Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors
Education
Gordon Conwell Theological Seminary 2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership
The American College 2010 — 2010
Certificate, Chartered Advisor in Philanthropy
College for Financial Planning 2005 — 2008
Certificate, Financial Planning
James Madison University - College of Business 1996 — 2000
BBA, Finance
George C. Marshall High School
The American College
Rose Moran's Edward Jones Experience December 2011 - Present
Job VFF
Industry Nonprofit Organization Management
Experience
Edward Jones December 2011 - Present
Veterans' Freedom Foundation 2009 - 2011
US Air Force Civilian Retiree January 1982 - July 2001
Skills
Teaching, Public Speaking, Educational Technology, Curriculum Development, Staff Development, Microsoft Office, Curriculum Design, E-Learning, Technology Integration, Social Media, Non-profits..., non profit organization..., Customer Service, System Administration, Event Planning, Nonprofits, Fundraising
Education
Texas State University-San Marcos
MEd., Computer and Information Sciences and Support Services
Univerity of Incarnate Word
Master's degree, Secondary Education and Teaching, 8th - 12th
Edward Jones December 2011 - Present
Veterans' Freedom Foundation 2009 - 2011
US Air Force Civilian Retiree January 1982 - July 2001
Skills
Teaching, Public Speaking, Educational Technology, Curriculum Development, Staff Development, Microsoft Office, Curriculum Design, E-Learning, Technology Integration, Social Media, Non-profits..., non profit organization..., Customer Service, System Administration, Event Planning, Nonprofits, Fundraising
Education
Texas State University-San Marcos
MEd., Computer and Information Sciences and Support Services
Univerity of Incarnate Word
Master's degree, Secondary Education and Teaching, 8th - 12th
Valerie Monnat's Edward Jones Experience November 2011 - Present
Job Former Talented and Gifted Specialist at Round Rock ISD
Industry Education Management
Experience
Edward Jones November 2011 - Present
Round Rock ISD August 1993 - Present
Brazosport ISD January 1983 - May 1993
Skills
Elementary Education, Gifted Education, Special Education, Classroom Management, Educational Leadership, K-12, Classroom, Lesson Planning, Professional Learning..., Educational Technology, Literacy, Differentiated..., Educational Consulting, Curriculum Design, Instructional Technology, Program Development, Public Speaking, Teacher Training
Education
Texas State University
B.S., Elementary Education
Edward Jones November 2011 - Present
Round Rock ISD August 1993 - Present
Brazosport ISD January 1983 - May 1993
Skills
Elementary Education, Gifted Education, Special Education, Classroom Management, Educational Leadership, K-12, Classroom, Lesson Planning, Professional Learning..., Educational Technology, Literacy, Differentiated..., Educational Consulting, Curriculum Design, Instructional Technology, Program Development, Public Speaking, Teacher Training
Education
Texas State University
B.S., Elementary Education
Kyle Jones, AAMS®, ADPA℠'s Edward Jones Experience May 2009 - December 2012
Job Vice President Perennial Financial Services
Industry Financial Services
Experience
Perennial Financial Services December 2012 - Present
LPL Financial December 2012 - Present
Edward Jones May 2009 - December 2012
Skills
Investments, Estate Planning, Roth IRA, IRA's, Annuities, Bonds, Stocks, 401k, SEP, Research, CDS, Financial Planning, Series 7, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Long Term Care, Investment Advisory, Wealth Management, Wealth, Term Life Insurance, College Savings Plans, Financial Advisory, Alternative Investments, Securities, Money, Savings, Pensions, Asset Management, ETFs, Options, Portfolio Management, Equities, Disability Insurance, Managed Accounts, Series 63, Fixed Income, Private Placements, Financial Advice, Insurance, Mortgage, FINRA, Financial Markets, Brokerage, High Net Worth..., Personal Financial..., Qualified Retirement..., 401k Rollovers
Education
The Ohio State University 2003 — 2007
BA, English
Poland Seminary 1999 — 2003
Perennial Financial Services December 2012 - Present
LPL Financial December 2012 - Present
Edward Jones May 2009 - December 2012
Skills
Investments, Estate Planning, Roth IRA, IRA's, Annuities, Bonds, Stocks, 401k, SEP, Research, CDS, Financial Planning, Series 7, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Long Term Care, Investment Advisory, Wealth Management, Wealth, Term Life Insurance, College Savings Plans, Financial Advisory, Alternative Investments, Securities, Money, Savings, Pensions, Asset Management, ETFs, Options, Portfolio Management, Equities, Disability Insurance, Managed Accounts, Series 63, Fixed Income, Private Placements, Financial Advice, Insurance, Mortgage, FINRA, Financial Markets, Brokerage, High Net Worth..., Personal Financial..., Qualified Retirement..., 401k Rollovers
Education
The Ohio State University 2003 — 2007
BA, English
Poland Seminary 1999 — 2003
Donald Fittsgill's Edward Jones Experience August 2012 - September 2013
Job Voice Over Artist
Industry Financial Services
Experience
Freelance Voice-Over Talent April 2015 - Present
MullinTBG September 2013 - March 2015
Edward Jones August 2012 - September 2013
The Super Scooper Company September 2011 - September 2012
Clark Consulting January 2007 - December 2011
TD Ameritrade Holding Corporation August 2002 - June 2007
TD Ameritrade Holding Corporation August 2002 - June 2007
Ameritrade Holding Company August 2002 - June 2007
TD Ameritrade Holding Corporation August 2002 - June 2007
Skills
Series 7, Series 63, Series 66, Life, Health, and..., Mutual Funds, Uniform Combined State..., Insurance, Finance, Equities, Employee Benefits, Retirement, Retirement Planning, Analysis, 401k, Investments, Financial Risk, Options, Management, Financial Services
Education
Texas Tech University 1997 — 2002
B.A., Finance
Crowley High School
Freelance Voice-Over Talent April 2015 - Present
MullinTBG September 2013 - March 2015
Edward Jones August 2012 - September 2013
The Super Scooper Company September 2011 - September 2012
Clark Consulting January 2007 - December 2011
TD Ameritrade Holding Corporation August 2002 - June 2007
TD Ameritrade Holding Corporation August 2002 - June 2007
Ameritrade Holding Company August 2002 - June 2007
TD Ameritrade Holding Corporation August 2002 - June 2007
Skills
Series 7, Series 63, Series 66, Life, Health, and..., Mutual Funds, Uniform Combined State..., Insurance, Finance, Equities, Employee Benefits, Retirement, Retirement Planning, Analysis, 401k, Investments, Financial Risk, Options, Management, Financial Services
Education
Texas Tech University 1997 — 2002
B.A., Finance
Crowley High School
Daniel Crosby's Edward Jones Experience January 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Linvatec March 2012 - January 2014
Abbott August 2007 - March 2012
Abbott 2006 - 2009
Enterprise Rent-A-Car March 2004 - May 2007
Education
The College of New Jersey 2001 — 2004
BS, Law and Justice
Edward Jones January 2014 - Present
Linvatec March 2012 - January 2014
Abbott August 2007 - March 2012
Abbott 2006 - 2009
Enterprise Rent-A-Car March 2004 - May 2007
Education
The College of New Jersey 2001 — 2004
BS, Law and Justice
Brad Gross's Edward Jones Experience 2001 - 2002
Job Logistics Coordinator at Concept Surfaces
Industry Business Supplies and Equipment
Experience
Concept Surfaces December 2013 - Present
Travelers Insurance October 2007 - July 2013
GMAC Commercial Finance May 2007 - August 2007
GMAC Commercial Finance July 2005 - May 2007
Edward Jones 2001 - 2002
Skills
Commercial Insurance, Underwriting, Liability, Professional Liability, Commercial Lines, Finance, New Business Development, Management, Sales, Risk Management, Marketing, Financial Analysis, Banking
Education
Texas Tech University 1999 — 2004
Bachelor's degree, Communications
Newman Smith
Concept Surfaces December 2013 - Present
Travelers Insurance October 2007 - July 2013
GMAC Commercial Finance May 2007 - August 2007
GMAC Commercial Finance July 2005 - May 2007
Edward Jones 2001 - 2002
Skills
Commercial Insurance, Underwriting, Liability, Professional Liability, Commercial Lines, Finance, New Business Development, Management, Sales, Risk Management, Marketing, Financial Analysis, Banking
Education
Texas Tech University 1999 — 2004
Bachelor's degree, Communications
Newman Smith
Mark Bella's Edward Jones Experience March 2009 - November 2009
Job Special Investigator at USIS
Industry Research
Experience
USIS January 2011 - Present
Hands-on Health Inc January 2008 - May 2010
Edward Jones March 2009 - November 2009
Citibank March 2006 - January 2008
The Repton Group October 2002 - April 2006
The National Security Archive June 2001 - June 2002
Skills
Investments, Finance, Banking, Research, Background Checks, Report Writing, Investigative Research, Microsoft Word, Microsoft Excel, PowerPoint
Education
The George Washington University 2000 — 2002
MA, Latin American / Western Hemispheric Studies
University of Iowa 1989 — 1993
BA, Political Science
USIS January 2011 - Present
Hands-on Health Inc January 2008 - May 2010
Edward Jones March 2009 - November 2009
Citibank March 2006 - January 2008
The Repton Group October 2002 - April 2006
The National Security Archive June 2001 - June 2002
Skills
Investments, Finance, Banking, Research, Background Checks, Report Writing, Investigative Research, Microsoft Word, Microsoft Excel, PowerPoint
Education
The George Washington University 2000 — 2002
MA, Latin American / Western Hemispheric Studies
University of Iowa 1989 — 1993
BA, Political Science
Robert Hetterscheidt's Edward Jones Experience 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1998 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Finance, Mutual Funds, Retirement, Series 7, Strategic Planning
Education
The Ohio State University 1985 — 1991
Bachelor's degree, Marketing and Finance
Edward Jones 1998 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Finance, Mutual Funds, Retirement, Series 7, Strategic Planning
Education
The Ohio State University 1985 — 1991
Bachelor's degree, Marketing and Finance
Erik Tarpley's Edward Jones Experience February 2007 - October 2007
Job Internal Planning Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial May 2011 - Present
E*TRADE Financial October 2007 - May 2011
Edward Jones February 2007 - October 2007
Skills
Financial Guidance, Mutual Funds, Series 7, Series 63, Series 65, Unified Managed Accounts, Portfolio Management, Diversification, Strategic Asset..., Asset Allocation, Equities, Investments, Securities, Trading Systems, Options, Trading, Retirement, Bloomberg, Wealth Management, Uniform Combined State...
Education
Texas Tech University 2001 — 2005
BS, Psychology
Green River, Wyoming 1998 — 2001
High School
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial May 2011 - Present
E*TRADE Financial October 2007 - May 2011
Edward Jones February 2007 - October 2007
Skills
Financial Guidance, Mutual Funds, Series 7, Series 63, Series 65, Unified Managed Accounts, Portfolio Management, Diversification, Strategic Asset..., Asset Allocation, Equities, Investments, Securities, Trading Systems, Options, Trading, Retirement, Bloomberg, Wealth Management, Uniform Combined State...
Education
Texas Tech University 2001 — 2005
BS, Psychology
Green River, Wyoming 1998 — 2001
High School
Beth Ko Skillman's Edward Jones Experience October 2012 - April 2014
Job Investment Consultant at TD Ameritrade, MBA
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
Edward Jones October 2012 - April 2014
Mainstream Communications October 2006 - October 2012
Caesars Entertainment Corporation August 2006 - September 2009
Capgemini June 2002 - June 2004
Skills
Customer Service, Insurance, Retirement, Health Insurance, Marketing Strategy, Small Business, Finance, Life Insurance, Retirement Planning, Strategic Planning, Wealth Management, Sales, Marketing, Investments, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Masters of Business Administration, Finance / Marketing
The College of William & Mary in Virginia 1998 — 2002
Bachelor of Business Administration (BBA), Finance, information Technology
TD Ameritrade May 2014 - Present
Edward Jones October 2012 - April 2014
Mainstream Communications October 2006 - October 2012
Caesars Entertainment Corporation August 2006 - September 2009
Capgemini June 2002 - June 2004
Skills
Customer Service, Insurance, Retirement, Health Insurance, Marketing Strategy, Small Business, Finance, Life Insurance, Retirement Planning, Strategic Planning, Wealth Management, Sales, Marketing, Investments, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Masters of Business Administration, Finance / Marketing
The College of William & Mary in Virginia 1998 — 2002
Bachelor of Business Administration (BBA), Finance, information Technology
Erica Schroeder's Edward Jones Experience June 1993 - August 2000
Job Writer Researcher
Industry Philanthropy
Experience
The Law Office of Brustin and Lundblad May 2007 - November 2007
Maritz Travel Company July 2000 - December 2003
Edward Jones June 1993 - August 2000
Skills
Legal Research, Account Management, Incentives, Personal Injury, Medical Malpractice, Corporate Events, Event Planning, Negotiation, Westlaw, Marketing, Marketing Communications, LexisNexis, Legal Writing, Financial Services
Education
The John Marshall Law School 2004 — 2007
Juris Doctor, law
Trinity University 1994 — 1998
Bachelor's Degree, Mass Communication/Media Studies
The Law Office of Brustin and Lundblad May 2007 - November 2007
Maritz Travel Company July 2000 - December 2003
Edward Jones June 1993 - August 2000
Skills
Legal Research, Account Management, Incentives, Personal Injury, Medical Malpractice, Corporate Events, Event Planning, Negotiation, Westlaw, Marketing, Marketing Communications, LexisNexis, Legal Writing, Financial Services
Education
The John Marshall Law School 2004 — 2007
Juris Doctor, law
Trinity University 1994 — 1998
Bachelor's Degree, Mass Communication/Media Studies
Danielle Mask's Edward Jones Experience 2009 - 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
Edward Jones 2009 - 2012
State Farm 2008 - 2009
Education
Texas State University 2003 — 2007
Bachelor's Degree, Marketing
Wells Fargo Advisors March 2012 - Present
Edward Jones 2009 - 2012
State Farm 2008 - 2009
Education
Texas State University 2003 — 2007
Bachelor's Degree, Marketing
Jessie Mendoza's Edward Jones Experience 2012 - 2013
Job Commercial Lender
Industry Banking
Experience
PlainsCapital Bank May 2015 - Present
FirstBank & Trust November 2013 - May 2015
Edward Jones 2012 - 2013
American State Bank October 2005 - September 2012
Wells Fargo March 2001 - October 2005
Skills
Fluent Spanish speaker,..., Banking, Marketing, Selling Skills, Commercial Lending, Credit, Loans, Commercial Banking, Retail Banking, Series 7, Consumer Lending, Portfolio Management, Financial Analysis, Finance, Leadership, Sales
Education
Texas Tech University - Rawls College of Business 2001 — 2005
business, managment
PlainsCapital Bank May 2015 - Present
FirstBank & Trust November 2013 - May 2015
Edward Jones 2012 - 2013
American State Bank October 2005 - September 2012
Wells Fargo March 2001 - October 2005
Skills
Fluent Spanish speaker,..., Banking, Marketing, Selling Skills, Commercial Lending, Credit, Loans, Commercial Banking, Retail Banking, Series 7, Consumer Lending, Portfolio Management, Financial Analysis, Finance, Leadership, Sales
Education
Texas Tech University - Rawls College of Business 2001 — 2005
business, managment
Travis Williams's Edward Jones Experience September 2007 - October 2009
Job Microsoft Sales Manager at PCM
Industry Information Technology and Services
Experience
PCM December 2014 - Present
SHI International Corp. January 2014 - August 2014
SHI International Corp. February 2013 - January 2014
SHI International Corp. September 2012 - January 2013
SHI International Corp. September 2010 - September 2012
Lykes Cartage Company October 2009 - September 2010
Edward Jones September 2007 - October 2009
City Bank Texas January 2007 - September 2007
Skills
Solution Selling, Enterprise Software, Direct Sales, Cloud Computing, Salesforce.com, Cold Calling, Servers, SaaS, Account Management, Channel Partners, Data Center, Management, Hardware, Sales, B2B, Sales Process, Storage, Professional Services, Virtualization, Sales Operations, Microsoft Technologies, Office 365, Windows Azure
Education
Texas Tech University 2001 — 2006
BS, Personal Financial Planning
PCM December 2014 - Present
SHI International Corp. January 2014 - August 2014
SHI International Corp. February 2013 - January 2014
SHI International Corp. September 2012 - January 2013
SHI International Corp. September 2010 - September 2012
Lykes Cartage Company October 2009 - September 2010
Edward Jones September 2007 - October 2009
City Bank Texas January 2007 - September 2007
Skills
Solution Selling, Enterprise Software, Direct Sales, Cloud Computing, Salesforce.com, Cold Calling, Servers, SaaS, Account Management, Channel Partners, Data Center, Management, Hardware, Sales, B2B, Sales Process, Storage, Professional Services, Virtualization, Sales Operations, Microsoft Technologies, Office 365, Windows Azure
Education
Texas Tech University 2001 — 2006
BS, Personal Financial Planning
Benjamin Albaitis's Edward Jones Experience May 2013 - January 2014
Job at
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Edward Jones May 2013 - January 2014
Western & Southern Financial Group April 2012 - May 2013
Skills
Fixed Annuities
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Food Business Management
Merrill Lynch March 2014 - Present
Edward Jones May 2013 - January 2014
Western & Southern Financial Group April 2012 - May 2013
Skills
Fixed Annuities
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Food Business Management
Robert Arellano's Edward Jones Experience September 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Education
Texas State University-San Marcos 2007 — 2011
BS, Finance
Edward Jones September 2011 - Present
Education
Texas State University-San Marcos 2007 — 2011
BS, Finance
Charlotte Thornton's Edward Jones Experience November 2011 - August 2014
Job AERSAudit at Deloitte and Touche LLC
Industry Accounting
Experience
Deloitte September 2014 - Present
Edward Jones November 2011 - August 2014
Beacon Shoe Company May 2010 - November 2011
Education
University of Missouri-Saint Louis 2012 — 2014
Master's degree, Accounting
The Chinese University of Hong Kong
Bachelor of Business Administration (B.B.A.), financial engineering
Deloitte September 2014 - Present
Edward Jones November 2011 - August 2014
Beacon Shoe Company May 2010 - November 2011
Education
University of Missouri-Saint Louis 2012 — 2014
Master's degree, Accounting
The Chinese University of Hong Kong
Bachelor of Business Administration (B.B.A.), financial engineering
William Vanderzant's Edward Jones Experience July 2007 - August 2007
Job Operations Analyst at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network September 2014 - Present
US Department of Homeland Security May 2013 - August 2013
Morgan Stanley July 2009 - September 2012
Vanderbilt University August 2007 - May 2009
Aon Benfield June 2008 - August 2008
Edward Jones July 2007 - August 2007
Skills
Bloomberg, PowerPoint, Public Speaking, Accounting, Financial Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Writing, Budgets, Presentations, Economics, Alternative Analysis, Research
Education
The George Washington University 2013 — 2015
Master of Arts (MA), National Security Policy Studies
Vanderbilt University 2005 — 2009
BA, Economics, 3.6 / 4.0
Promontory Interfinancial Network September 2014 - Present
US Department of Homeland Security May 2013 - August 2013
Morgan Stanley July 2009 - September 2012
Vanderbilt University August 2007 - May 2009
Aon Benfield June 2008 - August 2008
Edward Jones July 2007 - August 2007
Skills
Bloomberg, PowerPoint, Public Speaking, Accounting, Financial Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Writing, Budgets, Presentations, Economics, Alternative Analysis, Research
Education
The George Washington University 2013 — 2015
Master of Arts (MA), National Security Policy Studies
Vanderbilt University 2005 — 2009
BA, Economics, 3.6 / 4.0
Elizabeth Humann's Edward Jones Experience October 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Education
The George Washington University 1998 — 2000
M.F.S., forensic science
Edward Jones October 2011 - Present
Education
The George Washington University 1998 — 2000
M.F.S., forensic science
Sue Shiels's Edward Jones Experience February 1999 - Present
Job Senior Analyst/Programmer at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1999 - Present
Skills
Analysis, Access
Education
The Manchester Metropolitan University
Bachelor's degree, Business Administration and Management, General
Edward Jones February 1999 - Present
Skills
Analysis, Access
Education
The Manchester Metropolitan University
Bachelor's degree, Business Administration and Management, General
Jamey Eichenberger's Edward Jones Experience February 2003 - September 2003
Job CPA at Tate & Cox, P.C.
Industry Accounting
Experience
Tate & Cox, P.C. October 2003 - Present
Edward Jones February 2003 - September 2003
Allsup Enterprises, Inc. January 1990 - February 2003
Southwest Business Solutions April 1989 - January 1990
McKay and Company December 1987 - April 1989
Arthur Andersen & Co August 1986 - December 1987
Skills
Tax Preparation, Accounting, Income Tax, Corporate Tax, Auditing, QuickBooks, Tax Returns, CPA, Financial Accounting, Partnership Taxation, Finance
Education
Texas Tech University 1982 — 1986
BBA, Accounting
Tate & Cox, P.C. October 2003 - Present
Edward Jones February 2003 - September 2003
Allsup Enterprises, Inc. January 1990 - February 2003
Southwest Business Solutions April 1989 - January 1990
McKay and Company December 1987 - April 1989
Arthur Andersen & Co August 1986 - December 1987
Skills
Tax Preparation, Accounting, Income Tax, Corporate Tax, Auditing, QuickBooks, Tax Returns, CPA, Financial Accounting, Partnership Taxation, Finance
Education
Texas Tech University 1982 — 1986
BBA, Accounting
Deniece Hill Hazard's Edward Jones Experience June 2007 - March 2008
Job Secretary/Treasurer, Hazard Electric, Inc.
Industry Construction
Experience
Hazard Electric, Inc. March 2008 - Present
Edward Jones June 2007 - March 2008
ECISD/Gonzales Elementary June 2003 - May 2007
ECISD, Permian High School May 1997 - June 2003
Skills
Educational..., Financial Advisory, Management, Special Education, Program Management, PowerPoint, System Administration, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Social Media, Staff Development, Marketing Strategy, Educational Leadership, Technology Needs..., Advertising, Business, Time Management, Leadership Development, Curriculum Development, Coaching, Teacher Training, Event Planning, Curriculum Design
Education
Texas Tech University
BA, Psychology, Education
University of Texas of the Permian Basin
MA, Education Administration, Mid-management Certification
Hazard Electric, Inc. March 2008 - Present
Edward Jones June 2007 - March 2008
ECISD/Gonzales Elementary June 2003 - May 2007
ECISD, Permian High School May 1997 - June 2003
Skills
Educational..., Financial Advisory, Management, Special Education, Program Management, PowerPoint, System Administration, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Social Media, Staff Development, Marketing Strategy, Educational Leadership, Technology Needs..., Advertising, Business, Time Management, Leadership Development, Curriculum Development, Coaching, Teacher Training, Event Planning, Curriculum Design
Education
Texas Tech University
BA, Psychology, Education
University of Texas of the Permian Basin
MA, Education Administration, Mid-management Certification
Maryon Tate's Edward Jones Experience March 2015 - Present
Job Edward Jones OnCall Branch Office Administrator
Industry Insurance
Experience
Edward Jones March 2015 - Present
State Farm Insurance September 1997 - March 2015
Stein Mart September 1996 - September 1997
Stein Mart October 1994 - September 1996
Stein Mart February 1994 - October 1994
Skills
Sales, Customer Service, Business Development, Insurance, New Business Development, Life Insurance, Property & Casualty..., Account Management, Time Management, Customer Satisfaction
Education
Texas Tech University - Rawls College of Business 1979 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones March 2015 - Present
State Farm Insurance September 1997 - March 2015
Stein Mart September 1996 - September 1997
Stein Mart October 1994 - September 1996
Stein Mart February 1994 - October 1994
Skills
Sales, Customer Service, Business Development, Insurance, New Business Development, Life Insurance, Property & Casualty..., Account Management, Time Management, Customer Satisfaction
Education
Texas Tech University - Rawls College of Business 1979 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mitch Mikula, CFA, CFP®'s Edward Jones Experience July 2012 - Present
Job Research Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Edward Jones November 2007 - July 2012
Edward Jones June 2004 - November 2007
Skills
Leadership, Investments, Financial Analysis
Education
The Ohio State University 1999 — 2003
Bachelor's degree, Finance
Edward Jones July 2012 - Present
Edward Jones November 2007 - July 2012
Edward Jones June 2004 - November 2007
Skills
Leadership, Investments, Financial Analysis
Education
The Ohio State University 1999 — 2003
Bachelor's degree, Finance
Darin Teague's Edward Jones Experience January 2001 - October 2001
Job Registered Representative at The Tidal Group
Industry Investment Management
Experience
The Tidal Group February 2010 - Present
American Funds February 2004 - February 2010
U.S. Global Investors June 2003 - February 2004
Edward Jones January 2001 - October 2001
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Managment, 529 Plans, Equities, Portfolio Management
Education
Texas State University-San Marcos 1998 — 2000
BBA, Management
The Tidal Group February 2010 - Present
American Funds February 2004 - February 2010
U.S. Global Investors June 2003 - February 2004
Edward Jones January 2001 - October 2001
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Managment, 529 Plans, Equities, Portfolio Management
Education
Texas State University-San Marcos 1998 — 2000
BBA, Management
John Shine's Edward Jones Experience April 2007 - January 2009
Job Insurance Broker
Industry Insurance
Experience
Self-employed January 2009 - Present
Edward Jones April 2007 - January 2009
JPMorgan Chase August 2001 - September 2006
Skills
Insurance, Health Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Legal Liability, Marketing Strategy, Mortgage Lending, Sales, Customer Service, Liability, Management, Microsoft Excel, Long-term Care, Property & Casualty..., Retirement, Marketing
Education
The Ohio State University 1979 — 1984
Bachelor of Arts (B.A.), Political Science and Government
The Ohio State University
Self-employed January 2009 - Present
Edward Jones April 2007 - January 2009
JPMorgan Chase August 2001 - September 2006
Skills
Insurance, Health Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Legal Liability, Marketing Strategy, Mortgage Lending, Sales, Customer Service, Liability, Management, Microsoft Excel, Long-term Care, Property & Casualty..., Retirement, Marketing
Education
The Ohio State University 1979 — 1984
Bachelor of Arts (B.A.), Political Science and Government
The Ohio State University
Thomas Wreathall's Edward Jones Experience June 2005 - September 2005
Job Workforce Management Analyst at BMW Financial Services
Industry Financial Services
Experience
BMW Financial Services December 2012 - Present
BMW Financial Services March 2010 - December 2012
BMW Financial Services December 2008 - February 2010
Edward Jones June 2005 - September 2005
Skills
Workforce Management, Customer Service, Sales, Microsoft Excel, Microsoft Office, Forecasting, Avaya, Blue Pumpkin, Impact 360, Analysis, Process Improvement
Education
The Ohio State University
Bachelor of Arts, Economics
BMW Financial Services December 2012 - Present
BMW Financial Services March 2010 - December 2012
BMW Financial Services December 2008 - February 2010
Edward Jones June 2005 - September 2005
Skills
Workforce Management, Customer Service, Sales, Microsoft Excel, Microsoft Office, Forecasting, Avaya, Blue Pumpkin, Impact 360, Analysis, Process Improvement
Education
The Ohio State University
Bachelor of Arts, Economics
Bill Griffel's Edward Jones Experience 1999 - 2006
Job Retired
Industry Financial Services
Experience
Self-employed 2009 - Present
Edward Jones 1999 - 2006
Hansen Directory 1993 - 1999
Skills
Asset Management, Retirement, Portfolio Management, Series 7, Investments
Education
The George Washington University 1963 — 1963
Bachelor of Arts (BA), Econometrics and Quantitative Economics, B Average
Ellsworth Community College 1961 — 1963
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, B Average
Ackley High School. 1957 — 1961
Diploma, College Prep, B Average
Self-employed 2009 - Present
Edward Jones 1999 - 2006
Hansen Directory 1993 - 1999
Skills
Asset Management, Retirement, Portfolio Management, Series 7, Investments
Education
The George Washington University 1963 — 1963
Bachelor of Arts (BA), Econometrics and Quantitative Economics, B Average
Ellsworth Community College 1961 — 1963
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, B Average
Ackley High School. 1957 — 1961
Diploma, College Prep, B Average
Tanya Heyn's Edward Jones Experience February 2004 - May 2007
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA April 2013 - Present
USAA December 2007 - April 2013
Edward Jones February 2004 - May 2007
Edward Jones December 2001 - February 2004
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Retirement Planning, Investment Strategies, Mutual Funds, Retirement, Series 7, IRAs, Wealth, Investments, Financial Planning
Education
The George Washington University
Master of Arts (M.A.), Foreign Affairs
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
USAA April 2013 - Present
USAA December 2007 - April 2013
Edward Jones February 2004 - May 2007
Edward Jones December 2001 - February 2004
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Retirement Planning, Investment Strategies, Mutual Funds, Retirement, Series 7, IRAs, Wealth, Investments, Financial Planning
Education
The George Washington University
Master of Arts (M.A.), Foreign Affairs
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
Kassidy Nygaard's Edward Jones Experience June 2009 - Present
Job Sr. Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2009 - Present
Education
Texas Tech University 1997 — 2001
Bachelor of Science (BS), Agricultural Communication/Journalism
Jim Ned 1984 — 1997
Edward Jones June 2009 - Present
Education
Texas Tech University 1997 — 2001
Bachelor of Science (BS), Agricultural Communication/Journalism
Jim Ned 1984 — 1997
Joe McMeans's Edward Jones Experience April 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2002 - Present
Skills
Financial Advisor, Retirement Income..., Customer Service, Financial Analysis
Education
Texas Tech University 1981 — 1986
Agricultural Economics
Jayton High School 1977 — 1981
Edward Jones April 2002 - Present
Skills
Financial Advisor, Retirement Income..., Customer Service, Financial Analysis
Education
Texas Tech University 1981 — 1986
Agricultural Economics
Jayton High School 1977 — 1981
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation