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
Ricky Ruiz Ricky Ruiz's Edward Jones Experience February 2007 - February 2009
Job Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason October 2014 - Present
Lord, Abbett & Co. LLC April 2011 - August 2014
Farmers Insurance October 2010 - March 2011
Edward Jones February 2007 - February 2009
Skills
Bilingual-English/Spanis..., Series 7, Series 65, Series 66, Variable Life, Personal Financial..., Mutual Funds, Fixed Income, Variable Annuities, Asset Management, Equities, Municipal Bonds, Financial Services, Retirement Planning, Investment Management
Education
The Ohio State University
Legg Mason October 2014 - Present
Lord, Abbett & Co. LLC April 2011 - August 2014
Farmers Insurance October 2010 - March 2011
Edward Jones February 2007 - February 2009
Skills
Bilingual-English/Spanis..., Series 7, Series 65, Series 66, Variable Life, Personal Financial..., Mutual Funds, Fixed Income, Variable Annuities, Asset Management, Equities, Municipal Bonds, Financial Services, Retirement Planning, Investment Management
Education
The Ohio State University
Steven Looser Steven Looser's Edward Jones Experience June 2002 - November 2008
Job Registered Principal, LPL Finanical at The Looser Financial Group
Industry Financial Services
Experience
The Looser Financial Group November 2008 - Present
Edward Jones June 2002 - November 2008
Skills
Retirement Planning, Investments, Wealth Management, Risk Management, Finance, Mortgage Lending, Disability Insurance, Investment Advisory, Financial Advisory, Retirement, Management, Insurance, Estate Planning, Credit, Asset Allocation, Small Business, Strategic Planning, Fixed Income, Fixed Annuities, Health Insurance, Asset Management, Portfolio Management, Series 7, IRAs, 401k, Life Insurance, Series 63, Uniform Combined State..., Securities, Strategic Financial..., Asset Managment, Term Life Insurance, Employee Benefits, Sales, Long-term Care, Equities, Alternative Investments, Investment Strategies, Banking, Financial Planners, Loans, 401k Rollovers, Financial Analysis, Property & Casualty..., Mutual Funds, Series 6, Variable Annuities, Financial Services, Separately Managed..., Series 65
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1998
BS, Marketing/Transportation & Logistics
The Looser Financial Group November 2008 - Present
Edward Jones June 2002 - November 2008
Skills
Retirement Planning, Investments, Wealth Management, Risk Management, Finance, Mortgage Lending, Disability Insurance, Investment Advisory, Financial Advisory, Retirement, Management, Insurance, Estate Planning, Credit, Asset Allocation, Small Business, Strategic Planning, Fixed Income, Fixed Annuities, Health Insurance, Asset Management, Portfolio Management, Series 7, IRAs, 401k, Life Insurance, Series 63, Uniform Combined State..., Securities, Strategic Financial..., Asset Managment, Term Life Insurance, Employee Benefits, Sales, Long-term Care, Equities, Alternative Investments, Investment Strategies, Banking, Financial Planners, Loans, 401k Rollovers, Financial Analysis, Property & Casualty..., Mutual Funds, Series 6, Variable Annuities, Financial Services, Separately Managed..., Series 65
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1998
BS, Marketing/Transportation & Logistics
Elizabeth Caputo Elizabeth Caputo's Edward Jones Experience January 2013 - May 2013
Job Sales Representative
Industry Medical Devices
Experience
Team Makena May 2013 - Present
Edward Jones January 2013 - May 2013
Paycom March 2010 - April 2012
Bear Forest Products July 2008 - March 2010
Skills
Background Checks, Human Resources, Sales, Cold Calling, Account Management, Sales Process, New Business Development, Sales Presentations, Time Management, Marketing, ADP Payroll, Benefits Administration, Employee Benefits, Payroll, Recruiting, Sales Operations, Talent Acquisition, Medical Devices, Applicant Tracking..., Direct Sales
Education
The Ohio State University 2004 — 2008
Bachlor of Science, Consumer Affairs
Team Makena May 2013 - Present
Edward Jones January 2013 - May 2013
Paycom March 2010 - April 2012
Bear Forest Products July 2008 - March 2010
Skills
Background Checks, Human Resources, Sales, Cold Calling, Account Management, Sales Process, New Business Development, Sales Presentations, Time Management, Marketing, ADP Payroll, Benefits Administration, Employee Benefits, Payroll, Recruiting, Sales Operations, Talent Acquisition, Medical Devices, Applicant Tracking..., Direct Sales
Education
The Ohio State University 2004 — 2008
Bachlor of Science, Consumer Affairs
Dan Sponseller Dan Sponseller's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Market Capital Management October 2012 - March 2013
JPMorgan Chase September 2010 - October 2012
JP MORGAN CHASE & CO September 2010 - October 2012
Wireless Advocates August 2005 - August 2010
WIRELESS ADVOCATES, LLC August 2005 - August 2010
SC KIOSKS, RADIO SHACK March 2005 - July 2005
WIRELESS RETAIL INC October 2004 - February 2005
Wireless Retail Inc. August 2003 - July 2004
Skills
Series 6, Series 63, Retirement Planning, Insurance, Retirement, Fixed Annuities, 401k, Financial Advisory, Asset Management, Series 7, series 66, Life & Health Insurance..., Life Insurance, 529 Plans, IRAs, Asset Allocation, Mutual Funds, Relationship Management, Uniform Combined State..., Wealth Management, Banking, Financial Analysis, Investment Advisory, Investments, Strategic Financial..., Finance, Estate Planning
Education
The Ohio State University 1999 — 2003
The Ohio State University 1998 — 2002
Consumer Finance
Edward Jones June 2013 - Present
Market Capital Management October 2012 - March 2013
JPMorgan Chase September 2010 - October 2012
JP MORGAN CHASE & CO September 2010 - October 2012
Wireless Advocates August 2005 - August 2010
WIRELESS ADVOCATES, LLC August 2005 - August 2010
SC KIOSKS, RADIO SHACK March 2005 - July 2005
WIRELESS RETAIL INC October 2004 - February 2005
Wireless Retail Inc. August 2003 - July 2004
Skills
Series 6, Series 63, Retirement Planning, Insurance, Retirement, Fixed Annuities, 401k, Financial Advisory, Asset Management, Series 7, series 66, Life & Health Insurance..., Life Insurance, 529 Plans, IRAs, Asset Allocation, Mutual Funds, Relationship Management, Uniform Combined State..., Wealth Management, Banking, Financial Analysis, Investment Advisory, Investments, Strategic Financial..., Finance, Estate Planning
Education
The Ohio State University 1999 — 2003
The Ohio State University 1998 — 2002
Consumer Finance
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
State of South Carolina August 2002 - July 2011
Skills
Grant Writing, Community Outreach, Curriculum Design, Curriculum Development, Non-profits, Event Planning, Public Speaking, Teaching, Fundraising
Education
The Ohio State University
Bachelor of Science (BS)
Edward Jones June 2012 - Present
State of South Carolina August 2002 - July 2011
Skills
Grant Writing, Community Outreach, Curriculum Design, Curriculum Development, Non-profits, Event Planning, Public Speaking, Teaching, Fundraising
Education
The Ohio State University
Bachelor of Science (BS)
Lindsey Shoemaker Lindsey Shoemaker's Edward Jones Experience October 2013 - January 2015
Job
Industry Financial Services
Experience
Edward Jones October 2013 - January 2015
Huntington National Bank December 2012 - August 2013
CPA Advisory Group, Inc. January 2012 - April 2012
Skills
Accounting, Accounts Receivable, Strategic Financial..., Account Reconciliation, QuickBooks, Receptionist Duties, Administrative..., Team Leadership, Microsoft Office, General Ledger, Mathematics, Customer Service, Spreadsheets, Microsoft Excel, Data Entry, Office Administration, Telephone Skills, Financial Statements, Access, Data Analysis, Outlook, PowerPoint, Microsoft Word, Budgets, Process Improvement
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics
Westerville North High School
AP/Honors Diploma
Edward Jones October 2013 - January 2015
Huntington National Bank December 2012 - August 2013
CPA Advisory Group, Inc. January 2012 - April 2012
Skills
Accounting, Accounts Receivable, Strategic Financial..., Account Reconciliation, QuickBooks, Receptionist Duties, Administrative..., Team Leadership, Microsoft Office, General Ledger, Mathematics, Customer Service, Spreadsheets, Microsoft Excel, Data Entry, Office Administration, Telephone Skills, Financial Statements, Access, Data Analysis, Outlook, PowerPoint, Microsoft Word, Budgets, Process Improvement
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics
Westerville North High School
AP/Honors Diploma
Ken Boyd's Edward Jones Experience 1992 - 1994
Job CoFounder and Chief Educator at accountinged.com
Industry E-Learning
Experience
accountinged.com January 2015 - Present
The CPA Exam for Dummies December 2013 - Present
St. Louis Test Preparation January 1999 - Present
1,001 Accounting Questions for Dummies October 2013 - March 2015
Accounting All-In-One for Dummies May 2013 - March 2015
Cost Accounting for Dummies April 2012 - March 2014
creativeLIVE January 2014 - January 2014
St. Louis University August 2002 - May 2005
Edward Jones 1992 - 1994
Edward Jones 1992 - 1994
Skills
Non-profits, Public Speaking, Team Building, Entrepreneurship, Strategic Planning, Business Planning, Business Strategy, Accounting, Microsoft Office, Writing
Education
The University of Kansas 1981 — 1985
BSBA, Business
Webster Groves HIgh School
accountinged.com January 2015 - Present
The CPA Exam for Dummies December 2013 - Present
St. Louis Test Preparation January 1999 - Present
1,001 Accounting Questions for Dummies October 2013 - March 2015
Accounting All-In-One for Dummies May 2013 - March 2015
Cost Accounting for Dummies April 2012 - March 2014
creativeLIVE January 2014 - January 2014
St. Louis University August 2002 - May 2005
Edward Jones 1992 - 1994
Edward Jones 1992 - 1994
Skills
Non-profits, Public Speaking, Team Building, Entrepreneurship, Strategic Planning, Business Planning, Business Strategy, Accounting, Microsoft Office, Writing
Education
The University of Kansas 1981 — 1985
BSBA, Business
Webster Groves HIgh School
Minh Christina Nguyen's Edward Jones Experience August 2013 - August 2013
Job Career Services Coordinator at University of Dallas
Industry Higher Education
Experience
University of Dallas July 2015 - Present
Callison May 2014 - July 2015
University of Dallas September 2012 - May 2015
Dallas Museum of Art April 2014 - July 2014
Edward Jones August 2013 - August 2013
Monsignor Kelly Catholic High School March 2012 - March 2012
Monsignor Kelly Catholic High School January 2010 - January 2011
Skills
Social Media, Time Management, Customer Service, Event Planning, Facebook, Leadership, Microsoft Office, Community Outreach, Administrative Work, Public Speaking, PowerPoint, Data Entry, Teamwork, Social Networking, Social Skills, Microsoft Word, Fundraising, Fast Learner, Telephone Skills, Research, Staff Development, Administration
Education
The University of Dallas 2011 — 2015
Bachelor of Arts, Business, Graduated
Monsignor Kelly Catholic High School 2007 — 2011
High School Diploma
University of Dallas July 2015 - Present
Callison May 2014 - July 2015
University of Dallas September 2012 - May 2015
Dallas Museum of Art April 2014 - July 2014
Edward Jones August 2013 - August 2013
Monsignor Kelly Catholic High School March 2012 - March 2012
Monsignor Kelly Catholic High School January 2010 - January 2011
Skills
Social Media, Time Management, Customer Service, Event Planning, Facebook, Leadership, Microsoft Office, Community Outreach, Administrative Work, Public Speaking, PowerPoint, Data Entry, Teamwork, Social Networking, Social Skills, Microsoft Word, Fundraising, Fast Learner, Telephone Skills, Research, Staff Development, Administration
Education
The University of Dallas 2011 — 2015
Bachelor of Arts, Business, Graduated
Monsignor Kelly Catholic High School 2007 — 2011
High School Diploma
Dawn Anglin's's Edward Jones Experience September 2008 - February 2012
Job at
Industry
Experience
H&R Block November 2014 - Present
The Anglin Family November 2012 - Present
H&R Block January 2005 - Present
The Walt Disney Company February 2012 - October 2012
Edward Jones September 2008 - February 2012
Skills
Microsoft Office, Customer Service, Leadership, Public Speaking, Microsoft Excel, Outlook, Sales, Event Planning, Microsoft Word, PowerPoint, Budgets, Strategic Planning
Education
The University of Georgia 1999 — 2003
Bachelors of Arts, Public Relations and Sociology
H&R Block November 2014 - Present
The Anglin Family November 2012 - Present
H&R Block January 2005 - Present
The Walt Disney Company February 2012 - October 2012
Edward Jones September 2008 - February 2012
Skills
Microsoft Office, Customer Service, Leadership, Public Speaking, Microsoft Excel, Outlook, Sales, Event Planning, Microsoft Word, PowerPoint, Budgets, Strategic Planning
Education
The University of Georgia 1999 — 2003
Bachelors of Arts, Public Relations and Sociology
Sam Mobley Sam Mobley's Edward Jones Experience December 2005 - July 2010
Job Recruitment Relationship Manager, Internal Recruiting at Allegis Global Solutions
Industry Human Resources
Experience
Allegis Global Solutions January 2015 - Present
Allegis Global Solutions May 2012 - January 2015
Charles Schwab January 2011 - May 2012
McKesson Specialty Care Solutions August 2010 - January 2011
Edward Jones December 2005 - July 2010
Knowledge Workers, Inc January 1999 - January 2000
TEKsystems July 1997 - December 1998
Skills
Building Relationships, Talent Acquisition, Recruiting, Talent Management, Sourcing, Contract Recruitment, Cold Calling, Human Resources, Resume Writing, Screening Resumes, Employer Branding, RPO, Interviews, Onboarding, Leadership, Management, Training, Employee Relations, Applicant Tracking..., Hiring, Screening, Consulting, CRM, Internet Recruiting, Strategy, Technical Recruiting, IT Recruitment, College Recruiting, Executive Search, Staffing Services, Temporary Placement
Education
University of Iowa 1991 — 1996
B.A, Political Science
University of Kansas 1990 — 1990
Bachelor of Arts (B.A.), Studied Political Science before transfer
Allegis Global Solutions January 2015 - Present
Allegis Global Solutions May 2012 - January 2015
Charles Schwab January 2011 - May 2012
McKesson Specialty Care Solutions August 2010 - January 2011
Edward Jones December 2005 - July 2010
Knowledge Workers, Inc January 1999 - January 2000
TEKsystems July 1997 - December 1998
Skills
Building Relationships, Talent Acquisition, Recruiting, Talent Management, Sourcing, Contract Recruitment, Cold Calling, Human Resources, Resume Writing, Screening Resumes, Employer Branding, RPO, Interviews, Onboarding, Leadership, Management, Training, Employee Relations, Applicant Tracking..., Hiring, Screening, Consulting, CRM, Internet Recruiting, Strategy, Technical Recruiting, IT Recruitment, College Recruiting, Executive Search, Staffing Services, Temporary Placement
Education
University of Iowa 1991 — 1996
B.A, Political Science
University of Kansas 1990 — 1990
Bachelor of Arts (B.A.), Studied Political Science before transfer
Alan Kindsvater Alan Kindsvater's Edward Jones Experience January 2010 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
Edward Jones 1987 - December 2009
TCBY 1985 - 1987
Skills
Financial Analysis, Equities, Strategic Planning, IRAs, Leadership, Series 63, Fixed Annuities, Insurance, Financial Services, Retirement, Retirement Planning, Investments, Mutual Funds, Wealth Management, Series 7
Education
The University of Kansas 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
University of Michigan - Stephen M. Ross School of Business
E-MBA
Edward Jones January 2010 - Present
Edward Jones 1987 - December 2009
TCBY 1985 - 1987
Skills
Financial Analysis, Equities, Strategic Planning, IRAs, Leadership, Series 63, Fixed Annuities, Insurance, Financial Services, Retirement, Retirement Planning, Investments, Mutual Funds, Wealth Management, Series 7
Education
The University of Kansas 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
University of Michigan - Stephen M. Ross School of Business
E-MBA
Vince Rosnack Vince Rosnack's Edward Jones Experience June 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Cardinal Printing, Inc October 1994 - June 2007
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Mutual Funds, Fixed Annuities, Equities, Insurance, Financial Analysis, Portfolio Strategies
Education
The Ohio State University
stow/munroe falls highschool
Edward Jones June 2007 - Present
Cardinal Printing, Inc October 1994 - June 2007
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Mutual Funds, Fixed Annuities, Equities, Insurance, Financial Analysis, Portfolio Strategies
Education
The Ohio State University
stow/munroe falls highschool
Scott Brooks Scott Brooks's Edward Jones Experience January 1998 - November 1999
Job President at TheAnnuityLeads.com
Industry Financial Services
Experience
TheAnnuityleads.com March 2010 - Present
RolloverCoach.com May 2007 - Present
Rolloverleads.net January 2010 - August 2011
Comerica Wealth & Institutional Management June 2006 - June 2007
Fidelity Investments December 2000 - September 2005
Edward Jones January 1998 - November 1999
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Lead Generation, Marketing, Securities, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Annuities, 401k, Insurance, Estate Planning, Finance, Life Insurance
Education
The University of Dallas 2002 — 2004
MBA, Financial Services
The University of Texas at Austin 1992 — 1996
TheAnnuityleads.com March 2010 - Present
RolloverCoach.com May 2007 - Present
Rolloverleads.net January 2010 - August 2011
Comerica Wealth & Institutional Management June 2006 - June 2007
Fidelity Investments December 2000 - September 2005
Edward Jones January 1998 - November 1999
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Lead Generation, Marketing, Securities, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Annuities, 401k, Insurance, Estate Planning, Finance, Life Insurance
Education
The University of Dallas 2002 — 2004
MBA, Financial Services
The University of Texas at Austin 1992 — 1996
Ye (Jake) Yuan Ye (Jake) Yuan's Edward Jones Experience October 2012 - March 2013
Job Supply Chain Analyst at 3M
Industry Logistics and Supply Chain
Experience
3M January 2014 - Present
Sojo Foods, Inc June 2013 - August 2013
Michael's Sterling Silver January 2012 - August 2013
Edward Jones October 2012 - March 2013
Speedway LLC August 2011 - January 2012
Orton Hall Geology Library OSU 2009 - 2010
Rain or Shine Sunglasses February 2009 - August 2009
Skills
Analysis, Customer Service, Retail, Management, Training, Sales, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Event Planning, PowerPoint, Access, Microsoft Word, Inventory Management, Research, Supply Chain Management, Financial Analysis, Outlook, Accounting, Leadership, Public Speaking, Process Improvement
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master's Degree, Master of Science in Supply Chain Management
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Bachelor's degree, Operations Management, Logistics Management
Auburn Riverside High School
3M January 2014 - Present
Sojo Foods, Inc June 2013 - August 2013
Michael's Sterling Silver January 2012 - August 2013
Edward Jones October 2012 - March 2013
Speedway LLC August 2011 - January 2012
Orton Hall Geology Library OSU 2009 - 2010
Rain or Shine Sunglasses February 2009 - August 2009
Skills
Analysis, Customer Service, Retail, Management, Training, Sales, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Event Planning, PowerPoint, Access, Microsoft Word, Inventory Management, Research, Supply Chain Management, Financial Analysis, Outlook, Accounting, Leadership, Public Speaking, Process Improvement
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master's Degree, Master of Science in Supply Chain Management
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Bachelor's degree, Operations Management, Logistics Management
Auburn Riverside High School
Joey Lancaster, CFP® Joey Lancaster, CFP®'s Edward Jones Experience January 2002 - October 2004
Job Senior Advisor/Certified Financial Planner at LongView Wealth Management
Industry Investment Management
Experience
LongView Wealth Management January 2015 - Present
United Bank January 2008 - January 2015
First National Bank of Griffin November 2003 - December 2007
Edward Jones January 2002 - October 2004
Skills
Certified Financial..., Strategic Financial..., Investments, Financial Advisory, Investment Management, Retirement Planning, Asset Allocation, Wealth Management, IRAs, Financial Services, Portfolio Management, Wealth Management..., Estate Planning, High Net Worth..., Wealth, Financial Planning
Education
University of Georgia - Terry College of Business 2006 — 2007
Certificate for Certified Financial Planning Certification, Finance, General
The University of Georgia 1997 — 2001
Bachelor's of Business Administration, Finance
Morgan County High School 1993 — 1997
LongView Wealth Management January 2015 - Present
United Bank January 2008 - January 2015
First National Bank of Griffin November 2003 - December 2007
Edward Jones January 2002 - October 2004
Skills
Certified Financial..., Strategic Financial..., Investments, Financial Advisory, Investment Management, Retirement Planning, Asset Allocation, Wealth Management, IRAs, Financial Services, Portfolio Management, Wealth Management..., Estate Planning, High Net Worth..., Wealth, Financial Planning
Education
University of Georgia - Terry College of Business 2006 — 2007
Certificate for Certified Financial Planning Certification, Finance, General
The University of Georgia 1997 — 2001
Bachelor's of Business Administration, Finance
Morgan County High School 1993 — 1997
Rachael Qualls's Edward Jones Experience August 2003 - August 2006
Job CEO at Venture360
Industry Venture Capital & Private Equity
Experience
Venture360 August 2012 - Present
Angel Capital Group January 2007 - September 2013
Raymond James Financial August 2006 - January 2007
Edward Jones August 2003 - August 2006
Katalyst January 2003 - July 2006
Ernst & Young August 2002 - August 2003
Grant Thornton January 2001 - May 2001
Skills
Start-ups, Mergers, Negotiation, Project Management, Positioning, Investments, Venture Capital, Due Diligence, Financial Modeling, Private Equity, Entrepreneurship, Strategic Financial..., Financial Analysis, Corporate Finance, Valuation, Funding, Business Strategy, Strategic Planning, Corporate Development, Investor Relations, Real Estate, Financial Structuring, Portfolio Management, Mergers & Acquisitions, IPO, Strategy, Angel Investing, Finance, Deal Sourcing, Capital, Capital Raising, Venture Financing, Investment Banking, International Business, Joint Ventures, Business Valuation, Executive Management, Alternative Investments, M&A experience, Leadership, Emerging Markets, Strategic Partnerships, Private Placements, Investors, Asset Management, Strategic Consulting, Business Planning, Restructuring, Business Development, Growth Capital
Education
The University of Kansas 1997 — 2001
Bachelor's, Business Administration and Accounting
Venture360 August 2012 - Present
Angel Capital Group January 2007 - September 2013
Raymond James Financial August 2006 - January 2007
Edward Jones August 2003 - August 2006
Katalyst January 2003 - July 2006
Ernst & Young August 2002 - August 2003
Grant Thornton January 2001 - May 2001
Skills
Start-ups, Mergers, Negotiation, Project Management, Positioning, Investments, Venture Capital, Due Diligence, Financial Modeling, Private Equity, Entrepreneurship, Strategic Financial..., Financial Analysis, Corporate Finance, Valuation, Funding, Business Strategy, Strategic Planning, Corporate Development, Investor Relations, Real Estate, Financial Structuring, Portfolio Management, Mergers & Acquisitions, IPO, Strategy, Angel Investing, Finance, Deal Sourcing, Capital, Capital Raising, Venture Financing, Investment Banking, International Business, Joint Ventures, Business Valuation, Executive Management, Alternative Investments, M&A experience, Leadership, Emerging Markets, Strategic Partnerships, Private Placements, Investors, Asset Management, Strategic Consulting, Business Planning, Restructuring, Business Development, Growth Capital
Education
The University of Kansas 1997 — 2001
Bachelor's, Business Administration and Accounting
Aubrey Owens's Edward Jones Experience July 2015 - Present
Job Kansas State University 2014
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Kendra Scott November 2014 - June 2015
Boot Hill Casino and Resort June 2014 - August 2014
Dodge City Area Chamber of Commerce May 2013 - August 2013
American Family Insurance January 2011 - December 2011
Skills
Event Planning, Social Media, Microsoft Office, PowerPoint, Marketing, Social Networking, Volunteering, Customer Service
Education
Kansas State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
The University of Kansas 2009 — 2010
Edward Jones July 2015 - Present
Kendra Scott November 2014 - June 2015
Boot Hill Casino and Resort June 2014 - August 2014
Dodge City Area Chamber of Commerce May 2013 - August 2013
American Family Insurance January 2011 - December 2011
Skills
Event Planning, Social Media, Microsoft Office, PowerPoint, Marketing, Social Networking, Volunteering, Customer Service
Education
Kansas State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
The University of Kansas 2009 — 2010
JP Davies, CFP® JP Davies, CFP®'s Edward Jones Experience 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2007 - Present
Skills
Wealth Management, Retirement Planning, College Education..., Mutual Funds, Stocks, Bonds, Qualified Retirement..., Strategic Financial..., Life Insurance, Long-term Care, Investment Strategies, Portfolio Management, Estate Planning, Retirement, Fixed Annuities, Finance, Series 7, Financial Planning
Education
University of Wyoming
Bachelor of Science (B.S.)
University of Kansas
Edward Jones 2007 - Present
Skills
Wealth Management, Retirement Planning, College Education..., Mutual Funds, Stocks, Bonds, Qualified Retirement..., Strategic Financial..., Life Insurance, Long-term Care, Investment Strategies, Portfolio Management, Estate Planning, Retirement, Fixed Annuities, Finance, Series 7, Financial Planning
Education
University of Wyoming
Bachelor of Science (B.S.)
University of Kansas
Eric Yeung, CFP, CIM, CHS Eric Yeung, CFP, CIM, CHS's Edward Jones Experience June 2007 - November 2008
Job General Manager at Plantax Pacific Financial
Industry Financial Services
Experience
Plantax Pacific Financial December 2013 - Present
Grandtag Financial November 2008 - December 2013
Edward Jones June 2007 - November 2008
HSBC May 2005 - June 2007
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Critical Illness, Insurance, Disability Insurance, Investment Strategies, Investment Advisory, Banking, Financial Services, Portfolio Management, Securities, Financial Planners, Wealth, Finance
Education
The University of British Columbia 2002 — 2007
Arts, Economics, Japanese
The University of British Columbia
Plantax Pacific Financial December 2013 - Present
Grandtag Financial November 2008 - December 2013
Edward Jones June 2007 - November 2008
HSBC May 2005 - June 2007
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Critical Illness, Insurance, Disability Insurance, Investment Strategies, Investment Advisory, Banking, Financial Services, Portfolio Management, Securities, Financial Planners, Wealth, Finance
Education
The University of British Columbia 2002 — 2007
Arts, Economics, Japanese
The University of British Columbia
Charles E. Rhoades II's Edward Jones Experience August 2007 - December 2012
Job Financial Advisor with U.S. Bancorp Investments and Insurance LLC
Industry Financial Services
Experience
U.S. Bancorp Inc. December 2012 - Present
Edward Jones August 2007 - December 2012
Landtitle Guarantee Company June 2004 - January 2007
Arrupe Jesuit High School July 2003 - July 2004
Education
The University of Kansas 1998 — 2003
U.S. Bancorp Inc. December 2012 - Present
Edward Jones August 2007 - December 2012
Landtitle Guarantee Company June 2004 - January 2007
Arrupe Jesuit High School July 2003 - July 2004
Education
The University of Kansas 1998 — 2003
Jared Dowdle Jared Dowdle's Edward Jones Experience March 2013 - Present
Job System Administrator at Edward Jones
Industry Computer Software
Experience
Edward Jones March 2013 - Present
PayPal April 2008 - November 2012
General Dynamics C4 Systems July 2007 - April 2008
Motorola July 1990 - July 2007
EBM Computers September 1988 - July 1990
Skills
HP, Earned Value Management, Microsoft Excel, Software, Testing, Integration, Linux, SDLC, SQL, Cross-functional Team..., Systems Engineering, CDMA, Troubleshooting, Engineering, Perl, Software Engineering, Shell Scripting, ClearCase, Project Planning, Product Development, Automation, ITIL, Software Development, Unix, Test Automation, Requirements Analysis, TCP/IP
Education
The University of Dallas 1997 — 2000
MBA, Engineering Management
Wentworth Institute of Technology 1990 — 1994
BS, EE
University of Massachusetts Dartmouth 1988 — 1989
BS, Electrical Engineering Technology
Edward Jones March 2013 - Present
PayPal April 2008 - November 2012
General Dynamics C4 Systems July 2007 - April 2008
Motorola July 1990 - July 2007
EBM Computers September 1988 - July 1990
Skills
HP, Earned Value Management, Microsoft Excel, Software, Testing, Integration, Linux, SDLC, SQL, Cross-functional Team..., Systems Engineering, CDMA, Troubleshooting, Engineering, Perl, Software Engineering, Shell Scripting, ClearCase, Project Planning, Product Development, Automation, ITIL, Software Development, Unix, Test Automation, Requirements Analysis, TCP/IP
Education
The University of Dallas 1997 — 2000
MBA, Engineering Management
Wentworth Institute of Technology 1990 — 1994
BS, EE
University of Massachusetts Dartmouth 1988 — 1989
BS, Electrical Engineering Technology
Alexis Cody's Edward Jones Experience June 2015 - Present
Job Student at The University of Georgia
Industry Higher Education
Experience
Edward Jones June 2015 - Present
Paul Lavelle State Farm February 2014 - Present
UGA Food Service March 2013 - February 2014
Yogli Mogli July 2011 - August 2013
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Social Media, Customer Service, Time Management, Data Entry, Outlook, Leadership, Social Networking, Event Planning, Budgets
Education
The University of Georgia 2012 — 2016
Bachelor of Science (B.S.), Financial Planning and Services
North Paulding High School 2008 — 2012
Edward Jones June 2015 - Present
Paul Lavelle State Farm February 2014 - Present
UGA Food Service March 2013 - February 2014
Yogli Mogli July 2011 - August 2013
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Social Media, Customer Service, Time Management, Data Entry, Outlook, Leadership, Social Networking, Event Planning, Budgets
Education
The University of Georgia 2012 — 2016
Bachelor of Science (B.S.), Financial Planning and Services
North Paulding High School 2008 — 2012
Betsy Lueg's Edward Jones Experience June 1997 - May 1999
Job First Vice President, EBusiness Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Jeffrey Werner, CFP® Jeffrey Werner, CFP®'s Edward Jones Experience 1992 - 1996
Job Senior Vice President, Central Investment Advisors CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
Central Investment Advisors June 1996 - Present
Edward Jones 1992 - 1996
Skills
Strategic Planning, Financial Analysis, Strategic Financial..., Public Speaking, Sales, Non-profits, Customer Service, Investments, Retirement Planning, Sales Management, Nonprofits, Insurance, Team Building
Education
The University of Kansas 1990 — 1992
BA, Economics
United States Naval Academy 1988 — 1990
Central Investment Advisors June 1996 - Present
Edward Jones 1992 - 1996
Skills
Strategic Planning, Financial Analysis, Strategic Financial..., Public Speaking, Sales, Non-profits, Customer Service, Investments, Retirement Planning, Sales Management, Nonprofits, Insurance, Team Building
Education
The University of Kansas 1990 — 1992
BA, Economics
United States Naval Academy 1988 — 1990
Thomas Gooden's Edward Jones Experience May 1989 - May 2012
Job Financial Advisor at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management May 2012 - Present
Edward Jones May 1989 - May 2012
Skills
Financial Advisory, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, Asset Allocation, Mutual Funds, REITs, BDCs, Variable Annuities, Fixed Annuities, Life Insurance, Long-term Care, Wealth Management, Retirement
Education
The University of Kansas 1984 — 1989
BA
Webster Groves High School 1980 — 1984
Cornerstone Wealth Management May 2012 - Present
Edward Jones May 1989 - May 2012
Skills
Financial Advisory, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, Asset Allocation, Mutual Funds, REITs, BDCs, Variable Annuities, Fixed Annuities, Life Insurance, Long-term Care, Wealth Management, Retirement
Education
The University of Kansas 1984 — 1989
BA
Webster Groves High School 1980 — 1984
Jeff August Jeff August's Edward Jones Experience 2008 - 2008
Job Private Wealth Specialist at Family Office Group LLC
Industry Financial Services
Experience
Family Office Group LLC July 2010 - Present
ING Financial Partners February 2009 - August 2010
Bankers Life and Casualty March 2006 - May 2008
Edward Jones 2008 - 2008
August Training & Development Inc. May 1991 - March 2006
Skills
Retirement Planning, Series 7, Insurance, Securities, Fixed Annuities, Long-term Care, Wealth, Wealth Management, Investment Advisory, Asset Allocation, Investments, Estate Planning
Education
The Ohio State University Fisher College of Business 1978 — 1987
Business, Finance
Grandview Heights School
Family Office Group LLC July 2010 - Present
ING Financial Partners February 2009 - August 2010
Bankers Life and Casualty March 2006 - May 2008
Edward Jones 2008 - 2008
August Training & Development Inc. May 1991 - March 2006
Skills
Retirement Planning, Series 7, Insurance, Securities, Fixed Annuities, Long-term Care, Wealth, Wealth Management, Investment Advisory, Asset Allocation, Investments, Estate Planning
Education
The Ohio State University Fisher College of Business 1978 — 1987
Business, Finance
Grandview Heights School
Michelle Foley's Edward Jones Experience August 2008 - February 2010
Job Vice President of Operations at OTTR Chronic Care Solutions
Industry Computer Software
Experience
OTTR Chronic Care Solutions March 2012 - Present
The Solutions Group, Inc. February 2010 - March 2012
Edward Jones August 2008 - February 2010
B&G Tasty Foods June 2001 - May 2009
CENTOCOR/JOHNSON & JOHNSON May 1998 - November 1999
Nebraska Methodist Health System September 1991 - May 1998
BRISTOL MEYER/MEAD JOHNSON LAB February 1988 - August 1991
Skills
Client Services, Customer Relations, Registered Investment..., Sales Presentations, Strategic Planning, Account Management, Business Planning, Team Leadership, Customer Service, Registered Nurse, Coaching, Communication Skills, Lead Generation, Facilitations, Databases, Training, CRM, Marketing, Sales, Quality Assurance, Sales Management, Budgets, Hospitals, Product Development, Customer Satisfaction, Facilitation
Education
University of Kansas 1980 — 1985
Bachelor of Science in Nursing (BSN), BMT /Critical Care Nursing/ Heart team/ Cath Lab
OTTR Chronic Care Solutions March 2012 - Present
The Solutions Group, Inc. February 2010 - March 2012
Edward Jones August 2008 - February 2010
B&G Tasty Foods June 2001 - May 2009
CENTOCOR/JOHNSON & JOHNSON May 1998 - November 1999
Nebraska Methodist Health System September 1991 - May 1998
BRISTOL MEYER/MEAD JOHNSON LAB February 1988 - August 1991
Skills
Client Services, Customer Relations, Registered Investment..., Sales Presentations, Strategic Planning, Account Management, Business Planning, Team Leadership, Customer Service, Registered Nurse, Coaching, Communication Skills, Lead Generation, Facilitations, Databases, Training, CRM, Marketing, Sales, Quality Assurance, Sales Management, Budgets, Hospitals, Product Development, Customer Satisfaction, Facilitation
Education
University of Kansas 1980 — 1985
Bachelor of Science in Nursing (BSN), BMT /Critical Care Nursing/ Heart team/ Cath Lab
Mark Potter's Edward Jones Experience January 2003 - February 2006
Job Channel Manager | Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2011 - February 2014
Wells Fargo Advisors, LLC March 2008 - February 2011
Wells Fargo Advisors March 2006 - February 2008
Edward Jones January 2003 - February 2006
Edward Jones January 2000 - December 2002
Stifel Financial Corp. February 1999 - December 1999
Edward Jones July 1997 - January 1999
Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning
Education
University of Kansas 1993 — 1997
BS, Business Administration w/Political Science concentration
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2011 - February 2014
Wells Fargo Advisors, LLC March 2008 - February 2011
Wells Fargo Advisors March 2006 - February 2008
Edward Jones January 2003 - February 2006
Edward Jones January 2000 - December 2002
Stifel Financial Corp. February 1999 - December 1999
Edward Jones July 1997 - January 1999
Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning
Education
University of Kansas 1993 — 1997
BS, Business Administration w/Political Science concentration
Ryan Alge's Edward Jones Experience June 2013 - Present
Job Financial Adviser, at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Dell May 2011 - June 2013
Quest Software January 2008 - July 2011
Education
The Ohio State University 1999 — 2004
Family resource management, Personal Finance & Economics
Edward Jones June 2013 - Present
Dell May 2011 - June 2013
Quest Software January 2008 - July 2011
Education
The Ohio State University 1999 — 2004
Family resource management, Personal Finance & Economics
Alex Lind Alex Lind's Edward Jones Experience August 2012 - August 2013
Job Registered Client Service Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2013 - Present
Edward Jones August 2012 - August 2013
Skills
Series 7, Series 66, Financial Services, Investments, Insurance
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (BA), History
Raymond James Financial Inc. August 2013 - Present
Edward Jones August 2012 - August 2013
Skills
Series 7, Series 66, Financial Services, Investments, Insurance
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (BA), History
Christy Goessling Boyd's Edward Jones Experience November 2013 - Present
Job Branch Office Administrator (BOA) at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Response Builders May 2010 - October 2013
FormStore Incorporated May 2010 - October 2013
HOK August 1998 - January 2010
Oce Printing Systems 1998 - 1998
Commerce Publishing 1994 - 1998
Skills
Email Marketing, Adobe InDesign, Adobe Photoshop, Adobe Acrobat, Microsoft Word, Microsoft Excel, Adobe Illustrator, Long-term Customer..., CRM Integration, Brand Management, Event Management, Event Planning, Marketing Event Planning, Advertising, Social Media, InDesign, Photoshop, Social Media Marketing, Marketing, Direct Mail, Trade Shows, Direct Marketing, Marketing Communications, Sales, Proposal Writing, Integrated Marketing, Graphic Design
Education
University of Kansas 1987 — 1991
Bachelor of Arts, Journalism
Edward Jones November 2013 - Present
Response Builders May 2010 - October 2013
FormStore Incorporated May 2010 - October 2013
HOK August 1998 - January 2010
Oce Printing Systems 1998 - 1998
Commerce Publishing 1994 - 1998
Skills
Email Marketing, Adobe InDesign, Adobe Photoshop, Adobe Acrobat, Microsoft Word, Microsoft Excel, Adobe Illustrator, Long-term Customer..., CRM Integration, Brand Management, Event Management, Event Planning, Marketing Event Planning, Advertising, Social Media, InDesign, Photoshop, Social Media Marketing, Marketing, Direct Mail, Trade Shows, Direct Marketing, Marketing Communications, Sales, Proposal Writing, Integrated Marketing, Graphic Design
Education
University of Kansas 1987 — 1991
Bachelor of Arts, Journalism
Ken Dorn, CFP®, ChFC®'s Edward Jones Experience July 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1998 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Investment Advisory, IRAs
Education
University of Kansas 1990 — 1994
M.A.
University of Missouri-Saint Louis 1988 — 1990
B.A.
Edward Jones July 1998 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Investment Advisory, IRAs
Education
University of Kansas 1990 — 1994
M.A.
University of Missouri-Saint Louis 1988 — 1990
B.A.
Tim Vinton Tim Vinton's Edward Jones Experience January 1998 - January 2000
Job Financial Advisor at Catholic Financial Services
Industry Financial Services
Experience
Catholic Financial Services January 2000 - Present
Wells Fargo January 2004 - January 2007
Edward Jones January 1998 - January 2000
Skills
Retirement Income..., Series 66, Retirement Planning, Wealth Transfer, Series 7, Retirement, Wealth Management, Insurance Planning, Asset Allocation, Wealth Accumulation, Financial Planning, Estate Planning, IRA's, Investment Advisory, 401k, Financial Advisory, Annuities, High Net Worth..., Series 63, Investment Strategies, Securities, Mutual Funds, Investments, Asset Protection, Asset Management, Portfolio Management, Insurance, Charitable Giving, Roth IRA, Financial Advice, Financial Planners, IRAs, Fixed Annuities, Strategic Financial..., Wealth, Life Insurance, Long-term Care, Mortgage Lending, Term Life Insurance, Whole Life, 401k Rollovers, Wealth Management..., Finance
Education
The University of Akron 1998 — 2002
Bachelors, Financial Services
The University of Akron 1997 — 2002
Financial Planning and Services
Sidney
Catholic Financial Services January 2000 - Present
Wells Fargo January 2004 - January 2007
Edward Jones January 1998 - January 2000
Skills
Retirement Income..., Series 66, Retirement Planning, Wealth Transfer, Series 7, Retirement, Wealth Management, Insurance Planning, Asset Allocation, Wealth Accumulation, Financial Planning, Estate Planning, IRA's, Investment Advisory, 401k, Financial Advisory, Annuities, High Net Worth..., Series 63, Investment Strategies, Securities, Mutual Funds, Investments, Asset Protection, Asset Management, Portfolio Management, Insurance, Charitable Giving, Roth IRA, Financial Advice, Financial Planners, IRAs, Fixed Annuities, Strategic Financial..., Wealth, Life Insurance, Long-term Care, Mortgage Lending, Term Life Insurance, Whole Life, 401k Rollovers, Wealth Management..., Finance
Education
The University of Akron 1998 — 2002
Bachelors, Financial Services
The University of Akron 1997 — 2002
Financial Planning and Services
Sidney
Jeffrey Swearingen MBA Jeffrey Swearingen MBA's Edward Jones Experience March 2004 - February 2007
Job A professional Financial Advisor providing custom solutions to your unique and personal financial challenges and goals.
Industry Financial Services
Experience
Utica Capital July 2010 - Present
LPL Financial February 2007 - July 2010
Edward Jones March 2004 - February 2007
Saint Francis Health System October 1998 - February 2004
Skills
Mutual Funds, Retirement, Financial Advisory, Investments, Finance, Retirement Planning, 401k, Fixed Annuities, Strategic Financial..., Asset Management, Wealth, Financial Services, IRAs, Insurance, Employee Relations
Education
The University of Kansas 1984 — 1989
BA, Human Resources
University of Phoenix 2001 — 2003
MBA, Business Administration
Utica Capital July 2010 - Present
LPL Financial February 2007 - July 2010
Edward Jones March 2004 - February 2007
Saint Francis Health System October 1998 - February 2004
Skills
Mutual Funds, Retirement, Financial Advisory, Investments, Finance, Retirement Planning, 401k, Fixed Annuities, Strategic Financial..., Asset Management, Wealth, Financial Services, IRAs, Insurance, Employee Relations
Education
The University of Kansas 1984 — 1989
BA, Human Resources
University of Phoenix 2001 — 2003
MBA, Business Administration
Gretchen Dervin's Edward Jones Experience January 2010 - Present
Job Branch Office Assistant at Edward Jones
Industry Computer & Network Security
Experience
Edward Jones January 2010 - Present
Entire Computer Solutions September 2007 - January 2010
Invitations by Design 1995 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Edward Jones 1999 - 2006
Kemper Financial 1989 - 1995
kemper service company 1989 - 1995
Skills
Vendor Management, Business Analysis, Process Improvement, Risk Management
Education
The University of Kansas 1985 — 1989
BA, Business
Edward Jones January 2010 - Present
Entire Computer Solutions September 2007 - January 2010
Invitations by Design 1995 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Edward Jones 1999 - 2006
Kemper Financial 1989 - 1995
kemper service company 1989 - 1995
Skills
Vendor Management, Business Analysis, Process Improvement, Risk Management
Education
The University of Kansas 1985 — 1989
BA, Business
Dale Moller Dale Moller's Edward Jones Experience April 2010 - November 2010
Job Licensed Real Estate Agent at Berkshire Hathaway HomeServices Georgia Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Georgia Properties August 2014 - Present
Independent Real Estate Consultant June 2009 - Present
Edward Jones April 2010 - November 2010
IDI (Industrial Developments International) January 2006 - June 2009
IDI (Industrial Developments International) April 2000 - December 2005
Colliers Cauble & Company November 1993 - April 2000
Boyd & Parsons April 1990 - November 1993
SunTrust Bank October 1988 - April 1990
SunTrust Bank April 1987 - October 1988
Skills
Asset Managment, Due Diligence, Investments, Real Estate, Valuation, Real Estate Development, Disposition, Financial Analysis, Underwriting, Real Estate Transactions, Property Management, Financial Modeling, Commercial Real Estate, Leases, Portfolio Management, Contract Negotiation, Budgets, Real Estate Economics, Brokerage, Negotiation, Asset Management, Strategic Planning, Analysis, Appraisals
Education
The University of Georgia 1984 — 1987
BA, Economics
Riverwood High School 1980 — 1982
Berkshire Hathaway HomeServices Georgia Properties August 2014 - Present
Independent Real Estate Consultant June 2009 - Present
Edward Jones April 2010 - November 2010
IDI (Industrial Developments International) January 2006 - June 2009
IDI (Industrial Developments International) April 2000 - December 2005
Colliers Cauble & Company November 1993 - April 2000
Boyd & Parsons April 1990 - November 1993
SunTrust Bank October 1988 - April 1990
SunTrust Bank April 1987 - October 1988
Skills
Asset Managment, Due Diligence, Investments, Real Estate, Valuation, Real Estate Development, Disposition, Financial Analysis, Underwriting, Real Estate Transactions, Property Management, Financial Modeling, Commercial Real Estate, Leases, Portfolio Management, Contract Negotiation, Budgets, Real Estate Economics, Brokerage, Negotiation, Asset Management, Strategic Planning, Analysis, Appraisals
Education
The University of Georgia 1984 — 1987
BA, Economics
Riverwood High School 1980 — 1982
Anna Lendl Anna Lendl's Edward Jones Experience June 2012 - August 2013
Job Founder/CEO at Fenjol Technologies
Industry Consumer Goods
Experience
Locol June 2015 - Present
Fenjol Technologies February 2015 - Present
Buckeye Leadership Fellows April 2013 - April 2015
Technology Commercialization Office June 2014 - February 2015
The Ohio State University September 2011 - January 2015
Edward Jones June 2012 - August 2013
Skills
Public Speaking, Leadership, PowerPoint, Nonprofits, Microsoft Office, Social Media, Microsoft Excel, Research, Microsoft Word, Data Analysis, Time Management, Event Planning, Entrepreneurship, Project Management, Biology, Economics
Education
The Ohio State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Biology minoring in Economics
Locol June 2015 - Present
Fenjol Technologies February 2015 - Present
Buckeye Leadership Fellows April 2013 - April 2015
Technology Commercialization Office June 2014 - February 2015
The Ohio State University September 2011 - January 2015
Edward Jones June 2012 - August 2013
Skills
Public Speaking, Leadership, PowerPoint, Nonprofits, Microsoft Office, Social Media, Microsoft Excel, Research, Microsoft Word, Data Analysis, Time Management, Event Planning, Entrepreneurship, Project Management, Biology, Economics
Education
The Ohio State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Biology minoring in Economics
David Harpool, AAMS® David Harpool, AAMS®'s Edward Jones Experience 2007 - 2012
Job Independant Financial Consultant LPL Financial
Industry Financial Services
Experience
LPL Financial 2012 - Present
Edward Jones 2007 - 2012
Skills
Series 7 through LPL..., Series 66 through LPL..., Series 24 through LPL..., Life Insurance
Education
The University of Akron 1995 — 1999
Bachelor of Science (BS), Corporate Finance
LPL Financial 2012 - Present
Edward Jones 2007 - 2012
Skills
Series 7 through LPL..., Series 66 through LPL..., Series 24 through LPL..., Life Insurance
Education
The University of Akron 1995 — 1999
Bachelor of Science (BS), Corporate Finance
Rich Toner Rich Toner's Edward Jones Experience March 2009 - February 2011
Job Portfolio Advisory Service Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments August 2012 - December 2012
Fidelity Investments February 2012 - August 2012
Fidelity Investments June 2011 - February 2012
Edward Jones March 2009 - February 2011
Pequabuck Golf Club March 1997 - January 2009
Skills
Investments, Series 7, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Strategies, Securities, Strategic Financial..., Investment Advisory, IRAs, ETFs
Education
The University of Connecticut 1982 — 1986
BS Finance, Finance
The University of Connecticut School of Business 1982 — 1986
Bachelor of Science (B.S.), Finance
Fidelity Investments May 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments August 2012 - December 2012
Fidelity Investments February 2012 - August 2012
Fidelity Investments June 2011 - February 2012
Edward Jones March 2009 - February 2011
Pequabuck Golf Club March 1997 - January 2009
Skills
Investments, Series 7, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Strategies, Securities, Strategic Financial..., Investment Advisory, IRAs, ETFs
Education
The University of Connecticut 1982 — 1986
BS Finance, Finance
The University of Connecticut School of Business 1982 — 1986
Bachelor of Science (B.S.), Finance
Jill A. Haueter Jill A. Haueter's Edward Jones Experience January 2008 - June 2010
Job Financial Planner / Registered Principal at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. November 2013 - Present
Raymond James Financial Services, Inc. member FINRA/SIPC June 2010 - November 2013
Edward Jones January 2008 - June 2010
Centene Inc. March 2005 - June 2007
Anheuser-Busch 2000 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Investment Strategies, Securities, Finance, Insurance, Tax, Cash Flow
Education
University of Missouri-Saint Louis 1992 — 1999
Ph.D., Industrial/Organizational Psychology
The University of Akron 1989 — 1992
BA, Psychology
Cantella & Co., Inc. November 2013 - Present
Raymond James Financial Services, Inc. member FINRA/SIPC June 2010 - November 2013
Edward Jones January 2008 - June 2010
Centene Inc. March 2005 - June 2007
Anheuser-Busch 2000 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Investment Strategies, Securities, Finance, Insurance, Tax, Cash Flow
Education
University of Missouri-Saint Louis 1992 — 1999
Ph.D., Industrial/Organizational Psychology
The University of Akron 1989 — 1992
BA, Psychology
Joe Treanor Joe Treanor's Edward Jones Experience April 2004 - October 2005
Job Energy efficiency and Environmental consultant
Industry Renewables & Environment
Experience
GreenLINK Environmental, LLC April 2010 - Present
Oklahoma State Department of Health January 2006 - Present
Edward Jones April 2004 - October 2005
Education
University of Oklahoma Health Sciences Center 2008 — 2010
Master's, Environmental Health Science & Industrial Hygiene
The University of Kansas 1996 — 2001
Bachelor of Science, Human Biology
GreenLINK Environmental, LLC April 2010 - Present
Oklahoma State Department of Health January 2006 - Present
Edward Jones April 2004 - October 2005
Education
University of Oklahoma Health Sciences Center 2008 — 2010
Master's, Environmental Health Science & Industrial Hygiene
The University of Kansas 1996 — 2001
Bachelor of Science, Human Biology
Vivian Gaddis's Edward Jones Experience June 2010 - August 2010
Job AVP; Senior Auditor I at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Edward Jones June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Villanova University 2007 — 2011
Bachelor of Arts, Economics, Political Science, Honors Concentration
Danish Institute for Study Abroad
Economics of Globalization Program
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Edward Jones June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Villanova University 2007 — 2011
Bachelor of Arts, Economics, Political Science, Honors Concentration
Danish Institute for Study Abroad
Economics of Globalization Program
Donna Tessneer Donna Tessneer's Edward Jones Experience April 2008 - Present
Job Oncall Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2008 - Present
H&R Block 2012 - 2014
Personalized Financial Services 1991 - 2006
independent contractor 1990 - 1996
Skills
Office Administration, Customer Service, Multi Tasking, Online Research, Time Management, Personal Income Tax..., Text Editing, Copy Editing, Photo Finishing, negative retouching, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Event Planning
Education
The Ohio State University
Bachelor's degree, Applied Science
Edward Jones April 2008 - Present
H&R Block 2012 - 2014
Personalized Financial Services 1991 - 2006
independent contractor 1990 - 1996
Skills
Office Administration, Customer Service, Multi Tasking, Online Research, Time Management, Personal Income Tax..., Text Editing, Copy Editing, Photo Finishing, negative retouching, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Event Planning
Education
The Ohio State University
Bachelor's degree, Applied Science
Breanna Evans Breanna Evans's Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Education
The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration
Edward Jones July 2013 - Present
Education
The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration
Dylan Pritchett's Edward Jones Experience June 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Apple May 2014 - August 2014
Skills
Communication, Personal Finance, Real Estate, Investment Properties, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Public Speaking
Education
The Ohio State University 2011 — 2015
Bachelor of Science in Human Ecology, Consumer and Family Financial Services
Edward Jones June 2015 - Present
Apple May 2014 - August 2014
Skills
Communication, Personal Finance, Real Estate, Investment Properties, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Public Speaking
Education
The Ohio State University 2011 — 2015
Bachelor of Science in Human Ecology, Consumer and Family Financial Services
Christopher Homan Christopher Homan's Edward Jones Experience December 2012 - December 2013
Job Investment Services Representative
Industry Financial Services
Experience
USAA January 2014 - Present
Edward Jones December 2012 - December 2013
DriveTime May 2011 - December 2012
Wells Fargo from September 2010 - May 2011
Skills
Sales, Finance, Cold Calling, Microsoft Office, Automobile, Vehicles, Series 7, Series 6, Life Insurance, Loans, Management, Customer Service, Investments, Financial Services, Retirement, Asset Management
Education
The University of Dallas 2006 — 2010
BA, Economics and Finance
USAA January 2014 - Present
Edward Jones December 2012 - December 2013
DriveTime May 2011 - December 2012
Wells Fargo from September 2010 - May 2011
Skills
Sales, Finance, Cold Calling, Microsoft Office, Automobile, Vehicles, Series 7, Series 6, Life Insurance, Loans, Management, Customer Service, Investments, Financial Services, Retirement, Asset Management
Education
The University of Dallas 2006 — 2010
BA, Economics and Finance
Michael Vazquez Michael Vazquez's Edward Jones Experience November 2013 - Present
Job Attended The University of Georgia
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Skills
Series 7
Education
The University of Georgia 2009 — 2012
Edward Jones November 2013 - Present
Skills
Series 7
Education
The University of Georgia 2009 — 2012
Derek Mantel's Edward Jones Experience December 2013 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Trinity Pension Consultants, Inc. July 2008 - November 2013
BCG & Company January 2007 - June 2008
Apple Growth Partners (formerly Brott Mardis & Co.) 2006 - 2006
Education
The University of Akron
Bachelor, Accounting
Edward Jones December 2013 - Present
Trinity Pension Consultants, Inc. July 2008 - November 2013
BCG & Company January 2007 - June 2008
Apple Growth Partners (formerly Brott Mardis & Co.) 2006 - 2006
Education
The University of Akron
Bachelor, Accounting
Jennifer Fabre, CFP® Jennifer Fabre, CFP®'s Edward Jones Experience 1999 - 2001
Job Senior Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2006 - 2010
Dundee Securities Inc. 2001 - 2006
Edward Jones 1999 - 2001
Skills
Investments, Wealth Management, Insurance, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Investment Strategies, Teaching Higher..., Estate Planning, Investment Management, Alternative Investments, Retirement, Financial Planning, Asset Management, Portfolio Management, Equities, Financial Services, Wealth
Education
The University of British Columbia
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2006 - 2010
Dundee Securities Inc. 2001 - 2006
Edward Jones 1999 - 2001
Skills
Investments, Wealth Management, Insurance, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Investment Strategies, Teaching Higher..., Estate Planning, Investment Management, Alternative Investments, Retirement, Financial Planning, Asset Management, Portfolio Management, Equities, Financial Services, Wealth
Education
The University of British Columbia
Matthew Heintz, CFA Matthew Heintz, CFA's Edward Jones Experience January 2001 - January 2004
Job Client Advisor, Global Insurance Solutions at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2013 - Present
Cardinal Investment Advisors January 2004 - March 2013
Edward Jones January 2001 - January 2004
Skills
Investment Advisory, Fixed Income, Investment Management, Institutional..., Asset Managment, Investment Strategies, Asset Allocation, Insurance, Asset Management, Hedge Funds, Series 7
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 2000
Economics
J.P. Morgan Asset Management April 2013 - Present
Cardinal Investment Advisors January 2004 - March 2013
Edward Jones January 2001 - January 2004
Skills
Investment Advisory, Fixed Income, Investment Management, Institutional..., Asset Managment, Investment Strategies, Asset Allocation, Insurance, Asset Management, Hedge Funds, Series 7
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 2000
Economics
Virginia Purdy Virginia Purdy's Edward Jones Experience April 2009 - January 2011
Job Financial Adviser at Nationwide Insurance
Industry Farming
Experience
Nationwide Insurance October 2011 - Present
Edward Jones April 2009 - January 2011
Clinton County Leadership Institute 2007 - 2009
Ohio River Broadcasting Assoc. 1981 - 1997
Skills
Team Building, Leadership Development, Risk Management, Investments, Customer Service, Leadership, Training, Strategic Planning, Budgets, Public Speaking, Event Planning, Social Media, New Business Development, Project Management, Program Management, Public Relations
Education
The Ohio State University 1958 — 1962
BS, Home Economics
Nationwide Insurance October 2011 - Present
Edward Jones April 2009 - January 2011
Clinton County Leadership Institute 2007 - 2009
Ohio River Broadcasting Assoc. 1981 - 1997
Skills
Team Building, Leadership Development, Risk Management, Investments, Customer Service, Leadership, Training, Strategic Planning, Budgets, Public Speaking, Event Planning, Social Media, New Business Development, Project Management, Program Management, Public Relations
Education
The Ohio State University 1958 — 1962
BS, Home Economics
Geoff Strohn Geoff Strohn's Edward Jones Experience August 2007 - August 2011
Job Private Client Advisor at J.P. Morgan Chase Bank, NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA September 2011 - Present
Edward Jones August 2007 - August 2011
American Honda Motor Company, Inc. April 1997 - August 2007
Performance Machine Inc. June 1995 - April 1997
John Deere Company April 1992 - May 1995
Education
The Ohio State University 1990 — 1995
Bachelor of Arts, Communications and Economics
Dublin High School 1986 — 1989
J.P. Morgan Chase Bank, NA September 2011 - Present
Edward Jones August 2007 - August 2011
American Honda Motor Company, Inc. April 1997 - August 2007
Performance Machine Inc. June 1995 - April 1997
John Deere Company April 1992 - May 1995
Education
The Ohio State University 1990 — 1995
Bachelor of Arts, Communications and Economics
Dublin High School 1986 — 1989
Parks Barnhardt Parks Barnhardt's Edward Jones Experience January 2010 - February 2011
Job Investment Advisor at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt August 2014 - Present
UBS June 2011 - July 2014
Edward Jones January 2010 - February 2011
State Farm Insurance May 2009 - December 2009
Ridgecrest Summer Camps 2003 - 2006
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Asset Management, Series 65, Series 63, Microsoft Excel, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Strategic Financial..., Financial Analysis, Finance, Microsoft Office, Financial Services, Equities
Education
The University of Georgia 2005 — 2009
BS, Political Science
Hibriten High School 2001 — 2005
Hibriten High School
Aon Hewitt August 2014 - Present
UBS June 2011 - July 2014
Edward Jones January 2010 - February 2011
State Farm Insurance May 2009 - December 2009
Ridgecrest Summer Camps 2003 - 2006
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Asset Management, Series 65, Series 63, Microsoft Excel, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Strategic Financial..., Financial Analysis, Finance, Microsoft Office, Financial Services, Equities
Education
The University of Georgia 2005 — 2009
BS, Political Science
Hibriten High School 2001 — 2005
Hibriten High School
rob schock rob schock's Edward Jones Experience December 2008 - August 2009
Job Case Manager at Manulife Financial
Industry Real Estate
Experience
Manulife Financial October 2010 - Present
Sun Life Financial September 2009 - February 2010
Edward Jones December 2008 - August 2009
ICBC January 2001 - December 2006
ICBC October 1987 - January 2001
ICBC January 1989 - October 2000
ICBC January 1987 - January 1989
Metropolitan Life January 1982 - January 1987
Skills
Claim, Management, Strategic Planning, Insurance, Employee Benefits, Disability Insurance, Liability, Conflict Resolution, Public Speaking, Claims Management, Marketing
Education
The University of British Columbia 1976 — 2001
Bachelor of Arts (B.A.), Psychology
UBC
Bachelor of Arts Degree, Psychology
Manulife Financial October 2010 - Present
Sun Life Financial September 2009 - February 2010
Edward Jones December 2008 - August 2009
ICBC January 2001 - December 2006
ICBC October 1987 - January 2001
ICBC January 1989 - October 2000
ICBC January 1987 - January 1989
Metropolitan Life January 1982 - January 1987
Skills
Claim, Management, Strategic Planning, Insurance, Employee Benefits, Disability Insurance, Liability, Conflict Resolution, Public Speaking, Claims Management, Marketing
Education
The University of British Columbia 1976 — 2001
Bachelor of Arts (B.A.), Psychology
UBC
Bachelor of Arts Degree, Psychology
Chuck Vazquez AAMS® Chuck Vazquez AAMS®'s Edward Jones Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Skills
Investment Management, Series 7 License, Series 66 License, Personal Financial..., Long Term Care Insurance, Life & Health Insurance..., Retirement Planning, 401k Rollovers, Social Security, Financial Advisory, Investments, Series 7
Education
The University of Georgia
Bachelor of Business Administration (BBA), Banking and Finance
Edward Jones July 2010 - Present
Skills
Investment Management, Series 7 License, Series 66 License, Personal Financial..., Long Term Care Insurance, Life & Health Insurance..., Retirement Planning, 401k Rollovers, Social Security, Financial Advisory, Investments, Series 7
Education
The University of Georgia
Bachelor of Business Administration (BBA), Banking and Finance
Cara O'Grady Cara O'Grady's Edward Jones Experience May 2015 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Skills
Performing Arts, Dance, Contemporary Dance, Choreography, Ballet, Theatre, Dance Education, Acting, Modern Dance, Improvisation, Public Speaking, Arts Administration, Nonprofits, Physical Theatre, Professional Mentoring, Youth Development, Classical Ballet, Investments, Personal Finance, Life Insurance, Retirement Planning, Series 7, series 66, College Savings Plans, Money Management, Asset Allocation, Asset Protection, Budgeting
Education
The University of Georgia 2005 — 2008
Bachelor of Fine Arts (B.F.A.)
Edward Jones May 2015 - Present
Skills
Performing Arts, Dance, Contemporary Dance, Choreography, Ballet, Theatre, Dance Education, Acting, Modern Dance, Improvisation, Public Speaking, Arts Administration, Nonprofits, Physical Theatre, Professional Mentoring, Youth Development, Classical Ballet, Investments, Personal Finance, Life Insurance, Retirement Planning, Series 7, series 66, College Savings Plans, Money Management, Asset Allocation, Asset Protection, Budgeting
Education
The University of Georgia 2005 — 2008
Bachelor of Fine Arts (B.F.A.)
Tory Giddens's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
FBC Wellington April 2011 - April 2015
JPMorgan Chase December 2009 - July 2011
Cellular Sales August 2006 - January 2009
Skills
Public Speaking, Leadership Development, Leadership
Education
West Texas A&M University 1999 — 2004
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity (M.Div.)
Edward Jones March 2015 - Present
FBC Wellington April 2011 - April 2015
JPMorgan Chase December 2009 - July 2011
Cellular Sales August 2006 - January 2009
Skills
Public Speaking, Leadership Development, Leadership
Education
West Texas A&M University 1999 — 2004
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity (M.Div.)
Kevin Cox Kevin Cox's Edward Jones Experience May 2015 - Present
Job Financial Advisor at Edward Jones. Graduate of The Ohio State University. MBA at Ohio University
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Ohio University Finance Department August 2014 - May 2015
Edward Jones 2013 - August 2013
Edward Jones June 2012 - August 2012
Skills
Leadership, Public Speaking, Teamwork, Customer Service, People Skills, Time Management, Friendly Personality, Analytics, Networking, Finance, Analysis, Philanthropy, Sports, Microsoft Word, Communication, Financial Analysis, Investments, Asset Allocation, Event Planning, Microsoft Excel, Wealth Management, Research, Microsoft Office
Education
Ohio University 2014 — 2015
Master of Business Administration (MBA), Finance, General
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment Management, Rising Senior
Edward Jones May 2015 - Present
Ohio University Finance Department August 2014 - May 2015
Edward Jones 2013 - August 2013
Edward Jones June 2012 - August 2012
Skills
Leadership, Public Speaking, Teamwork, Customer Service, People Skills, Time Management, Friendly Personality, Analytics, Networking, Finance, Analysis, Philanthropy, Sports, Microsoft Word, Communication, Financial Analysis, Investments, Asset Allocation, Event Planning, Microsoft Excel, Wealth Management, Research, Microsoft Office
Education
Ohio University 2014 — 2015
Master of Business Administration (MBA), Finance, General
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment Management, Rising Senior
Andre Kulikov's Edward Jones Experience 2012 - Present
Job Financial Advisor at Edward Jones
Industry International Trade and Development
Experience
Edward Jones 2012 - Present
Adolor August 2011 - January 2012
Sucampo Pharmaceuticals, Inc. July 2007 - October 2011
CV Therapeutics June 2005 - June 2007
AstraZeneca October 2000 - June 2005
Skills
Hospitals, Pharmaceutical Sales, English, Account Management, Medical Devices, Pharmaceuticals, Negotiation, Strategic Planning, Sales Management, Customer Relations, Territory, Managed Care, Competitive Analysis, Marketing Strategy, Budgeting, Coaching, Healthcare, Cardiology, Customer Service, Business Strategy, Team Leadership, B2B, Consultative Selling, Contract Negotiation, Problem Solving, Business Planning, Marketing Communications, Strategy Development, Selling, Direct Sales, New Business Development, Gastroenterology, Excel, Financial Analysis, Financial Planning, Financial Markets, Sales Process, Product Launches, Team Building, Cold Calling, Contract Negotiations, Sales Presentations, Product Launch, Cross-functional Team..., Market Planning, Mentoring, Key Account Management, Forecasting, Sales Operations, Market Analysis
Education
The University of Kansas 2004 — 2007
MA, International Studies
School #95 of Kharkov City, USSR 1974 — 1984
Graduated, General
Edward Jones 2012 - Present
Adolor August 2011 - January 2012
Sucampo Pharmaceuticals, Inc. July 2007 - October 2011
CV Therapeutics June 2005 - June 2007
AstraZeneca October 2000 - June 2005
Skills
Hospitals, Pharmaceutical Sales, English, Account Management, Medical Devices, Pharmaceuticals, Negotiation, Strategic Planning, Sales Management, Customer Relations, Territory, Managed Care, Competitive Analysis, Marketing Strategy, Budgeting, Coaching, Healthcare, Cardiology, Customer Service, Business Strategy, Team Leadership, B2B, Consultative Selling, Contract Negotiation, Problem Solving, Business Planning, Marketing Communications, Strategy Development, Selling, Direct Sales, New Business Development, Gastroenterology, Excel, Financial Analysis, Financial Planning, Financial Markets, Sales Process, Product Launches, Team Building, Cold Calling, Contract Negotiations, Sales Presentations, Product Launch, Cross-functional Team..., Market Planning, Mentoring, Key Account Management, Forecasting, Sales Operations, Market Analysis
Education
The University of Kansas 2004 — 2007
MA, International Studies
School #95 of Kharkov City, USSR 1974 — 1984
Graduated, General
Olivia You Olivia You's Edward Jones Experience January 2015 - May 2015
Job Part Time Business Analyst at Maritz
Industry Financial Services
Experience
Olin Business School August 2014 - Present
Maritz June 2015 - Present
Edward Jones January 2015 - May 2015
News Corp May 2013 - July 2013
Guoyuan Securities Company Limited June 2012 - August 2012
Hangzhou Paradise Umbrella Group Co., Ltd. June 2009 - August 2009
Skills
Financial Analysis, Data Analysis, R, SPSS, SQL, Corporate Finance, Financial Reporting, Access, Matlab, Data Mining, Java, Finance, Management
Education
Washington University in St. Louis - Olin Business School 2014 — 2015
Master of Science (M.S.), Customer Analytics, GPA: 3.8
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor's Degree, Finance, General, GPA: 3.7
Olin Business School August 2014 - Present
Maritz June 2015 - Present
Edward Jones January 2015 - May 2015
News Corp May 2013 - July 2013
Guoyuan Securities Company Limited June 2012 - August 2012
Hangzhou Paradise Umbrella Group Co., Ltd. June 2009 - August 2009
Skills
Financial Analysis, Data Analysis, R, SPSS, SQL, Corporate Finance, Financial Reporting, Access, Matlab, Data Mining, Java, Finance, Management
Education
Washington University in St. Louis - Olin Business School 2014 — 2015
Master of Science (M.S.), Customer Analytics, GPA: 3.8
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor's Degree, Finance, General, GPA: 3.7
Michael Housworth Michael Housworth's Edward Jones Experience January 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Peachtree Planning Corporation January 2014 - January 2015
Athens Christian Schools September 2012 - August 2013
Trophy Quest, Inc. January 2012 - July 2012
University of Georgia September 2010 - January 2012
Skills
Wildlife Management, Natural Resource..., Wildlife, Agriculture, Forestry, Microsoft Excel, Research, Strategic Planning, Leadership, Social Media
Education
The University of Georgia 2005 — 2010
BSFR, Wildlife, Forestry
Edward Jones January 2015 - Present
Peachtree Planning Corporation January 2014 - January 2015
Athens Christian Schools September 2012 - August 2013
Trophy Quest, Inc. January 2012 - July 2012
University of Georgia September 2010 - January 2012
Skills
Wildlife Management, Natural Resource..., Wildlife, Agriculture, Forestry, Microsoft Excel, Research, Strategic Planning, Leadership, Social Media
Education
The University of Georgia 2005 — 2010
BSFR, Wildlife, Forestry
Philip Nye's Edward Jones Experience October 2011 - July 2014
Job Business Development
Industry Information Services
Experience
TransUnion May 2015 - Present
Wells Fargo July 2014 - May 2015
Edward Jones October 2011 - July 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership, Investments, Nonprofits
Education
University of Kansas 2006 — 2010
Political Science; International Affairs
TransUnion May 2015 - Present
Wells Fargo July 2014 - May 2015
Edward Jones October 2011 - July 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership, Investments, Nonprofits
Education
University of Kansas 2006 — 2010
Political Science; International Affairs
Jesse Slone Jesse Slone's Edward Jones Experience January 2015 - May 2015
Job 5/3 Personal Banker
Industry Sports
Experience
Fifth Third Bank June 2015 - Present
Edward Jones January 2015 - May 2015
Fastenal January 2014 - December 2014
Atomic Credit Union May 2013 - July 2013
Skills
Leadership, Football, Close Attention to..., Determination, Sales, Social Networking, Marketing, Public Speaking, Team Leadership, Social Media, Microsoft Excel, Event Planning, Microsoft Office, Teamwork, Time Management, Management
Education
The University of Findlay 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, Seior
Oak Hill High School 2007 — 2011
Fifth Third Bank June 2015 - Present
Edward Jones January 2015 - May 2015
Fastenal January 2014 - December 2014
Atomic Credit Union May 2013 - July 2013
Skills
Leadership, Football, Close Attention to..., Determination, Sales, Social Networking, Marketing, Public Speaking, Team Leadership, Social Media, Microsoft Excel, Event Planning, Microsoft Office, Teamwork, Time Management, Management
Education
The University of Findlay 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, Seior
Oak Hill High School 2007 — 2011
Shane Burnett Shane Burnett's Edward Jones Experience June 2008 - February 2013
Job Business Analyst/Store Operations ~ MattressFirm
Industry Retail
Experience
Mattress Firm January 2013 - Present
Edward Jones June 2008 - February 2013
Blue Sky Vacations January 1998 - June 2008
Skills
Management, Hotels, Customer Service, Leadership, Strategic Planning, Project Management, Sales, Marketing, Microsoft Excel, Team Building, Property Management, Operations Management, Sales Operations, Employee Training, Sales Management, Marketing Strategy
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Mattress Firm January 2013 - Present
Edward Jones June 2008 - February 2013
Blue Sky Vacations January 1998 - June 2008
Skills
Management, Hotels, Customer Service, Leadership, Strategic Planning, Project Management, Sales, Marketing, Microsoft Excel, Team Building, Property Management, Operations Management, Sales Operations, Employee Training, Sales Management, Marketing Strategy
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Leigh Porterfield's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Comfort Keepers January 2015 - Present
DayBreak Adult Care Services, Inc. April 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, C, Windows, Event Planning, AutoCAD, Time Management, Leadership, Marketing, Social Networking
Education
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Biological Sciences
Edward Jones March 2015 - Present
Comfort Keepers January 2015 - Present
DayBreak Adult Care Services, Inc. April 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, C, Windows, Event Planning, AutoCAD, Time Management, Leadership, Marketing, Social Networking
Education
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Biological Sciences
Anthony Ison's Edward Jones Experience May 2013 - August 2013
Job Credit Analyst
Industry Research
Experience
Palmer Square Capital Management LLC July 2015 - Present
Applied Portfolio Management, University of Kansas January 2015 - May 2015
SelectQuote Insurance Services June 2014 - August 2014
Edward Jones May 2013 - August 2013
Department of Aerospace Engineering, University of Kansas September 2010 - March 2011
Skills
Teamwork, Research, Finance, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Investments, Data Analysis, Customer Service, Photoshop, English
Education
The University of Kansas 2010 — 2015
Bachelor of Science in Business, Finance & Accounting, Finance & Accounting
University of Kansas 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
Palmer Square Capital Management LLC July 2015 - Present
Applied Portfolio Management, University of Kansas January 2015 - May 2015
SelectQuote Insurance Services June 2014 - August 2014
Edward Jones May 2013 - August 2013
Department of Aerospace Engineering, University of Kansas September 2010 - March 2011
Skills
Teamwork, Research, Finance, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Investments, Data Analysis, Customer Service, Photoshop, English
Education
The University of Kansas 2010 — 2015
Bachelor of Science in Business, Finance & Accounting, Finance & Accounting
University of Kansas 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
Marco Macali Marco Macali's Edward Jones Experience June 2015 - Present
Job Financial Advising Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Muirfield Village Golf Club July 2014 - Present
The Arlington Group Investment Consulting, LLC April 2014 - September 2014
Associated Bookkeeping Inc. August 2011 - August 2012
Skills
Microsoft Office, Leadership, Wealth Management, Public Speaking, Financial Analysis, Social Media, Time Management, Grocery Industry, Fundraising, Teamwork
Education
The Ohio State University 2012 — 2017
Edward Jones June 2015 - Present
Muirfield Village Golf Club July 2014 - Present
The Arlington Group Investment Consulting, LLC April 2014 - September 2014
Associated Bookkeeping Inc. August 2011 - August 2012
Skills
Microsoft Office, Leadership, Wealth Management, Public Speaking, Financial Analysis, Social Media, Time Management, Grocery Industry, Fundraising, Teamwork
Education
The Ohio State University 2012 — 2017
Diana Cook's Edward Jones Experience October 2004 - September 2007
Job Investment Services Operations
Industry Financial Services
Experience
ValMark Securities 2013 - Present
Diana L Cook Agency/Allstate January 2008 - December 2011
Edward Jones October 2004 - September 2007
Chase September 1996 - October 2004
Skills
Public Speaking, Fixed Annuities, Retirement Planning, IRAs, Retirement, Life Insurance, 401k Rollovers, Series 7, Mutual Funds, Long-term Care, 529 Plans, Term Life Insurance, Roth IRA, Disability Insurance, Strategic Financial..., Series 63, Insurance, Variable Annuities, Wealth Management, Customer Service, Investments, Team Building, Investment Advisory
Education
The University of Akron
Bachelor of Science, Natural Science (Biology, Chemistry, Geology)
University of Phoenix
Studied Organizational Management, Management
ValMark Securities 2013 - Present
Diana L Cook Agency/Allstate January 2008 - December 2011
Edward Jones October 2004 - September 2007
Chase September 1996 - October 2004
Skills
Public Speaking, Fixed Annuities, Retirement Planning, IRAs, Retirement, Life Insurance, 401k Rollovers, Series 7, Mutual Funds, Long-term Care, 529 Plans, Term Life Insurance, Roth IRA, Disability Insurance, Strategic Financial..., Series 63, Insurance, Variable Annuities, Wealth Management, Customer Service, Investments, Team Building, Investment Advisory
Education
The University of Akron
Bachelor of Science, Natural Science (Biology, Chemistry, Geology)
University of Phoenix
Studied Organizational Management, Management
Luke Gysel's Edward Jones Experience June 2014 - October 2014
Job Recruiter Accounting and Finance at Allied Global Services
Industry Staffing and Recruiting
Experience
Allied Global Services July 2015 - Present
State Farm December 2014 - July 2015
Edward Jones June 2014 - October 2014
University of Kansas Athletics June 2012 - May 2014
University of Kansas Athletics June 2010 - June 2012
Sunflower Broadband March 2009 - June 2010
Skills
Communication, Sales, Direct Sales, Marketing, Email Marketing, Microsoft Word, Microsoft Excel, Phone Skills, People Skills, People-oriented, Fundraising, Detailed Organization, Training, Marketing Strategy, Management
Education
The University of Kansas 2006 — 2009
Bachelor's degree, Sports Management, Minor in Business
Allied Global Services July 2015 - Present
State Farm December 2014 - July 2015
Edward Jones June 2014 - October 2014
University of Kansas Athletics June 2012 - May 2014
University of Kansas Athletics June 2010 - June 2012
Sunflower Broadband March 2009 - June 2010
Skills
Communication, Sales, Direct Sales, Marketing, Email Marketing, Microsoft Word, Microsoft Excel, Phone Skills, People Skills, People-oriented, Fundraising, Detailed Organization, Training, Marketing Strategy, Management
Education
The University of Kansas 2006 — 2009
Bachelor's degree, Sports Management, Minor in Business
Emily Caskey Emily Caskey's Edward Jones Experience September 2013 - January 2015
Job Study Abroad Advisor
Industry Higher Education
Experience
Georgia State University January 2015 - Present
Edward Jones September 2013 - January 2015
Edward Jones February 2013 - September 2013
Study Abroad Spotlight January 2013 - September 2013
University of Georgia August 2010 - May 2012
Humboldt-Universität zu Berlin July 2011 - August 2011
Carl Duisberg Centren June 2011 - July 2011
U.S. Embassy Berlin June 2010 - August 2010
University of Rostock October 2008 - July 2009
Skills
Research, German, Editing, Social Media, Teaching, Higher Education, Public Speaking, Blogging, HTML, CSS, Microsoft Office, PowerPoint, Microsoft Word, History, Microsoft Excel, Teamwork, Writing, Social Networking
Education
The University of Georgia 2010 — 2012
Master of Arts (M.A.), German Language and Literature
The University of Georgia 2006 — 2010
Bachelor of Arts (B.A.), German Language and Literature, History
Georgia State University January 2015 - Present
Edward Jones September 2013 - January 2015
Edward Jones February 2013 - September 2013
Study Abroad Spotlight January 2013 - September 2013
University of Georgia August 2010 - May 2012
Humboldt-Universität zu Berlin July 2011 - August 2011
Carl Duisberg Centren June 2011 - July 2011
U.S. Embassy Berlin June 2010 - August 2010
University of Rostock October 2008 - July 2009
Skills
Research, German, Editing, Social Media, Teaching, Higher Education, Public Speaking, Blogging, HTML, CSS, Microsoft Office, PowerPoint, Microsoft Word, History, Microsoft Excel, Teamwork, Writing, Social Networking
Education
The University of Georgia 2010 — 2012
Master of Arts (M.A.), German Language and Literature
The University of Georgia 2006 — 2010
Bachelor of Arts (B.A.), German Language and Literature, History
Davis Miller's Edward Jones Experience June 2015 - Present
Job Regulatory and Operational Reporting Intern at Edward Jones
Industry Accounting
Experience
Edward Jones June 2015 - Present
W. Schiller and Company December 2012 - December 2014
Chesterfield Valley Athletic Complex May 2010 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Event Planning, Marketing, Time Management, Sales
Education
The University of Kansas 2012 — 2016
Bachelor’s Degree, Accounting
Edward Jones June 2015 - Present
W. Schiller and Company December 2012 - December 2014
Chesterfield Valley Athletic Complex May 2010 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Event Planning, Marketing, Time Management, Sales
Education
The University of Kansas 2012 — 2016
Bachelor’s Degree, Accounting
Andrew Hefner Andrew Hefner's Edward Jones Experience September 2012 - June 2014
Job Portfolio Manager Associate at U.S. Trust Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust Bank of America Private Wealth Management July 2014 - Present
Edward Jones September 2012 - June 2014
Northwestern Mutual May 2011 - August 2011
Green Solutions, LLC May 2009 - August 2009
Skills
Market Research, Strategy, Leadership, Management, Analysis, Finance, Teamwork, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, PowerPoint, Portfolio Management, Data Analysis, Microsoft Office, Strategic Planning, Customer Service, Marketing, Risk Management
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance
U.S. Trust Bank of America Private Wealth Management July 2014 - Present
Edward Jones September 2012 - June 2014
Northwestern Mutual May 2011 - August 2011
Green Solutions, LLC May 2009 - August 2009
Skills
Market Research, Strategy, Leadership, Management, Analysis, Finance, Teamwork, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, PowerPoint, Portfolio Management, Data Analysis, Microsoft Office, Strategic Planning, Customer Service, Marketing, Risk Management
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance
Charlsie Ashlock Charlsie Ashlock's Edward Jones Experience May 2013 - August 2013
Job Advisor at BKD Wealth Advisors, LLC
Industry Financial Services
Experience
BKD Wealth Advisors June 2014 - Present
UGA Aspire Clinic January 2014 - May 2014
Edward Jones May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Leadership, Research, Personal Financial..., Networking, Training, Sales, Team Leadership
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Family Financial Planning
BKD Wealth Advisors June 2014 - Present
UGA Aspire Clinic January 2014 - May 2014
Edward Jones May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Leadership, Research, Personal Financial..., Networking, Training, Sales, Team Leadership
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Family Financial Planning
Rachel Eddy's Edward Jones Experience March 2014 - July 2014
Job Change Management Leader
Industry Mechanical or Industrial Engineering
Experience
Emerson Network Power October 2014 - Present
Edward Jones March 2014 - July 2014
JPMorgan Chase August 2012 - February 2014
JPMorgan Chase August 2011 - August 2012
JPMorgan Chase August 2009 - August 2011
JPMorgan Chase December 2003 - April 2009
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Uniform Combined State..., Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Securities, Portfolio Management, Financial Advisory, Process Improvement, Business Analysis, Change Management, Financial Analysis, Financial Reporting, Budgets, Forecasting, Financial Forecasting, Business Process, Operations Management, Operational Excellence
Education
The Ohio State University Fisher College of Business 2001 — 2003
Master of Business Administration (MBA), Operations Management and Supervision
West Virginia University 1995 — 1999
Bachelor of Science (BS), Industrial Engineering
Emerson Network Power October 2014 - Present
Edward Jones March 2014 - July 2014
JPMorgan Chase August 2012 - February 2014
JPMorgan Chase August 2011 - August 2012
JPMorgan Chase August 2009 - August 2011
JPMorgan Chase December 2003 - April 2009
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Uniform Combined State..., Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Securities, Portfolio Management, Financial Advisory, Process Improvement, Business Analysis, Change Management, Financial Analysis, Financial Reporting, Budgets, Forecasting, Financial Forecasting, Business Process, Operations Management, Operational Excellence
Education
The Ohio State University Fisher College of Business 2001 — 2003
Master of Business Administration (MBA), Operations Management and Supervision
West Virginia University 1995 — 1999
Bachelor of Science (BS), Industrial Engineering
Ben Custer's Edward Jones Experience January 2014 - Present
Job Financial Advisor at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones January 2014 - Present
Insight Investments 2008 - Present
Freightquote 2010 - 2013
Compellent December 2006 - August 2007
Gateway 1995 - 2006
Skills
Solution Selling, Salesforce.com, Direct Sales, Cloud Computing, Channel, Enterprise Software, Storage, Virtualization, Sales Process, New Business Development, Sales Management, Lead Generation, Selling, Channel Partners, Managed Services, Customer Retention, Business Development, Key Account Management, Management, Contract Negotiation, Sales, Cross-functional Team..., Partner Management, Professional Services, Account Management, SaaS, Strategic Partnerships, Sales Operations, B2B, Cold Calling, Sales Presentations, Software Industry, Channel Sales, Go-to-market Strategy, CRM, Product Management, Unified Communications, Pre-sales, Demand Generation, Sales Enablement, Networking, Competitive Analysis, Resellers, Strategy, Start-ups, VDI, Storage Area Networks, HP, Vendor Management, NAS
Education
The University of Kansas 1985 — 1990
BA, French Language and Literature
Edward Jones January 2014 - Present
Insight Investments 2008 - Present
Freightquote 2010 - 2013
Compellent December 2006 - August 2007
Gateway 1995 - 2006
Skills
Solution Selling, Salesforce.com, Direct Sales, Cloud Computing, Channel, Enterprise Software, Storage, Virtualization, Sales Process, New Business Development, Sales Management, Lead Generation, Selling, Channel Partners, Managed Services, Customer Retention, Business Development, Key Account Management, Management, Contract Negotiation, Sales, Cross-functional Team..., Partner Management, Professional Services, Account Management, SaaS, Strategic Partnerships, Sales Operations, B2B, Cold Calling, Sales Presentations, Software Industry, Channel Sales, Go-to-market Strategy, CRM, Product Management, Unified Communications, Pre-sales, Demand Generation, Sales Enablement, Networking, Competitive Analysis, Resellers, Strategy, Start-ups, VDI, Storage Area Networks, HP, Vendor Management, NAS
Education
The University of Kansas 1985 — 1990
BA, French Language and Literature
Greg Flaspohler's Edward Jones Experience April 2010 - February 2011
Job Founder at IRC Inc
Industry Automotive
Experience
IRC Inc June 2013 - Present
Streetside Classics February 2011 - April 2014
Edward Jones April 2010 - February 2011
Sprint Nextel August 2007 - April 2010
Sprint Nextel January 2007 - August 2007
Sprint Nextel October 2005 - January 2007
VeriSign November 2000 - October 2005
VeriSign May 2000 - November 2000
University of Kansas Advertising Club October 1999 - July 2000
Skills
Telecommunications, Vendor Management, Wireless, Integration, Project Management, Cross-functional Team..., Mobile Devices, Process Improvement, VoIP, Sales Management, Sales Operations, Direct Sales, Creative Strategy, Creative Solutions, Sales, Business Strategy, Business Analysis, Investment Advisory..., Return on Investment..., Management, Recruiting, Analysis, Team Building, Troubleshooting, Team Leadership, Strategic Planning, Training, E-commerce
Education
The University of Kansas 1996 — 2000
BS in Journalism, Additional concentrations include Computer Science, English and Psychology
IRC Inc June 2013 - Present
Streetside Classics February 2011 - April 2014
Edward Jones April 2010 - February 2011
Sprint Nextel August 2007 - April 2010
Sprint Nextel January 2007 - August 2007
Sprint Nextel October 2005 - January 2007
VeriSign November 2000 - October 2005
VeriSign May 2000 - November 2000
University of Kansas Advertising Club October 1999 - July 2000
Skills
Telecommunications, Vendor Management, Wireless, Integration, Project Management, Cross-functional Team..., Mobile Devices, Process Improvement, VoIP, Sales Management, Sales Operations, Direct Sales, Creative Strategy, Creative Solutions, Sales, Business Strategy, Business Analysis, Investment Advisory..., Return on Investment..., Management, Recruiting, Analysis, Team Building, Troubleshooting, Team Leadership, Strategic Planning, Training, E-commerce
Education
The University of Kansas 1996 — 2000
BS in Journalism, Additional concentrations include Computer Science, English and Psychology
Jessica Parks Jessica Parks's Edward Jones Experience May 2014 - August 2014
Job Graduate Student and Aspiring Financial Planner
Industry Financial Services
Experience
Proof of the Pudding August 2012 - Present
University of Georgia August 2011 - Present
Edward Jones May 2014 - August 2014
UGA Alumni Association August 2013 - May 2014
Skills
Team Leadership, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Microsoft Word, Fundraising, Social Networking, Public Speaking, Social Media
Education
The University of Georgia 2015 — 2016
Master of Science (M.S.), Financial Planning and Services
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Proof of the Pudding August 2012 - Present
University of Georgia August 2011 - Present
Edward Jones May 2014 - August 2014
UGA Alumni Association August 2013 - May 2014
Skills
Team Leadership, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Microsoft Word, Fundraising, Social Networking, Public Speaking, Social Media
Education
The University of Georgia 2015 — 2016
Master of Science (M.S.), Financial Planning and Services
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick McEwen's Edward Jones Experience April 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
GMAC Mortgage August 2007 - March 2011
10pin Bowling Lounge December 2006 - August 2007
Skills
Retirement Planning, Financial Services, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments
Education
The University of Dallas 1999 — 2003
Bachelor of Arts (B.A.), History
Edward Jones April 2011 - Present
GMAC Mortgage August 2007 - March 2011
10pin Bowling Lounge December 2006 - August 2007
Skills
Retirement Planning, Financial Services, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments
Education
The University of Dallas 1999 — 2003
Bachelor of Arts (B.A.), History
Daniel Hancock's Edward Jones Experience March 2012 - August 2012
Job Investment Specialist at First Interstate Bank
Industry Marketing and Advertising
Experience
First Interstate Bank June 2013 - Present
Silverton Broadcasting October 2012 - Present
Edward Jones March 2012 - August 2012
Cheyenne Distributing October 2009 - February 2012
Skills
Sales, Advertising, Finance, Marketing, Cold Calling, Business Strategy, Entrepreneurship, Negotiation, Training, Microsoft Excel, Start-ups, Account Management, Hiring, Employee Training, Small Business
Education
Wright State University 2008 — 2009
Business Administration and Management, General
The University of Akron 2007 — 2008
Business Administration and Management, General
First Interstate Bank June 2013 - Present
Silverton Broadcasting October 2012 - Present
Edward Jones March 2012 - August 2012
Cheyenne Distributing October 2009 - February 2012
Skills
Sales, Advertising, Finance, Marketing, Cold Calling, Business Strategy, Entrepreneurship, Negotiation, Training, Microsoft Excel, Start-ups, Account Management, Hiring, Employee Training, Small Business
Education
Wright State University 2008 — 2009
Business Administration and Management, General
The University of Akron 2007 — 2008
Business Administration and Management, General
Patrick Mika's Edward Jones Experience June 2013 - July 2013
Job Buidling/Land Development at Mika Enterprises
Industry Financial Services
Experience
The University of Kansas Buidling/Land DevelopmentMika EnterprisesJanuary 2006 - Present
Edward Jones June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Quick Learner, Finance, Mathematics, Social Media
Education
The University of Kansas 2010 — 2014
Bachelor of Science (B.S.), Finance, General
The University of Kansas Buidling/Land DevelopmentMika EnterprisesJanuary 2006 - Present
Edward Jones June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Quick Learner, Finance, Mathematics, Social Media
Education
The University of Kansas 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Christopher Bulman's Edward Jones Experience 2001 - 2003
Job Founder, Broker, Planner, Partner growing 2 management companies for 20 years combined.
Industry Financial Services
Experience
Cornerstone Financial Partners. (www.CornerstoneFinancialPartners.com) 2005 - Present
Otellus Speaker Bureau 2004 - Present
Wells Fargo 2003 - 2005
Edward Jones 2001 - 2003
Skills
Customer Service, Outlook, Strategic Planning, Financial Analysis, Banking, Public Speaking, Risk Management, Mutual Funds, Separately Managed..., Fixed Income Analysis, Retirement Planning, Fixed Annuities, Fixed Income Portfolio..., Series 7, FINRA, Microsoft Excel, Credit, Microsoft Word, Microsoft Office, PowerPoint, Budgets, English, Negotiation, Research, Windows, Accounting, Team Building, Access, Investment Strategies, Retirement, Wealth, Alternative Investments, Portfolio Management, Financial Planning, Management, Finance, Wealth Management, Investments, Life Insurance
Education
University of Kansas 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Cornerstone Financial Partners. (www.CornerstoneFinancialPartners.com) 2005 - Present
Otellus Speaker Bureau 2004 - Present
Wells Fargo 2003 - 2005
Edward Jones 2001 - 2003
Skills
Customer Service, Outlook, Strategic Planning, Financial Analysis, Banking, Public Speaking, Risk Management, Mutual Funds, Separately Managed..., Fixed Income Analysis, Retirement Planning, Fixed Annuities, Fixed Income Portfolio..., Series 7, FINRA, Microsoft Excel, Credit, Microsoft Word, Microsoft Office, PowerPoint, Budgets, English, Negotiation, Research, Windows, Accounting, Team Building, Access, Investment Strategies, Retirement, Wealth, Alternative Investments, Portfolio Management, Financial Planning, Management, Finance, Wealth Management, Investments, Life Insurance
Education
University of Kansas 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Brenda Elpers's Edward Jones Experience 2006 - 2011
Job Director of Business Development at Growler USA America's Microbrew Pub
Industry Consumer Services
Experience
Growler USA - America's Microbrew Pub September 2015 - Present
Camp Bow Wow January 2015 - August 2015
Smashburger December 2013 - January 2015
Smashburger October 2012 - November 2013
Smashburger April 2011 - October 2012
Edward Jones 2006 - 2011
Skills
Customer Service, Microsoft Excel, Event Planning, Sales, Microsoft Office, Leadership, Marketing, Social Media
Education
University of Kansas
Growler USA - America's Microbrew Pub September 2015 - Present
Camp Bow Wow January 2015 - August 2015
Smashburger December 2013 - January 2015
Smashburger October 2012 - November 2013
Smashburger April 2011 - October 2012
Edward Jones 2006 - 2011
Skills
Customer Service, Microsoft Excel, Event Planning, Sales, Microsoft Office, Leadership, Marketing, Social Media
Education
University of Kansas
Krystle Nemo Krystle Nemo's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Lebanon City Schools August 2008 - June 2014
Alpine Elementary January 2008 - June 2008
The Childhood League Center September 2007 - November 2007
Norwich Elementary March 2006 - February 2007
Skills
Series 7, series 66, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Organization, Public Speaking, People Skills, People Development, Early Childhood..., Elementary Education, Event Management, Teaching, Leadership, Educational Technology, Creative Writing, Video Editing, Continuous Improvement, Microsoft Office, Mac OS, Learning Management..., iMovie, Social Media, Problem Solving, Time Management, Curriculum Design
Education
The Ohio State University 2007 — 2008
Master's Degree in Education
The Ohio State University 2003 — 2007
Bachelor's Degree, Human Development and Family Sciences
Edward Jones July 2014 - Present
Lebanon City Schools August 2008 - June 2014
Alpine Elementary January 2008 - June 2008
The Childhood League Center September 2007 - November 2007
Norwich Elementary March 2006 - February 2007
Skills
Series 7, series 66, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Organization, Public Speaking, People Skills, People Development, Early Childhood..., Elementary Education, Event Management, Teaching, Leadership, Educational Technology, Creative Writing, Video Editing, Continuous Improvement, Microsoft Office, Mac OS, Learning Management..., iMovie, Social Media, Problem Solving, Time Management, Curriculum Design
Education
The Ohio State University 2007 — 2008
Master's Degree in Education
The Ohio State University 2003 — 2007
Bachelor's Degree, Human Development and Family Sciences
Allen Karlin's Edward Jones Experience July 2013 - Present
Job Senior Leadership Development Specialist at Edward Jones
Industry Hospital & Health Care
Experience
Edward Jones July 2013 - Present
BJC HealthCare June 2010 - July 2013
Karlin & Asociates November 2009 - June 2010
Amdocs January 2005 - November 2009
SFP, Inc July 2001 - December 2004
Seminis November 1999 - July 2001
Karlin Management Resources July 1983 - November 1999
Skills
Organizational..., Performance Management, Leadership Development, Employee Engagement, Talent Management, Succession Planning, Training, Change Management, HRIS, Business Process..., Talent Acquisition, Leadership, Business Strategy, Employee Benefits, Executive Coaching, HR Policies, Strategy, Recruiting, Employee Relations, Sourcing, Organizational..., Management Consulting, Onboarding, Human Resources, Management, Strategic Planning, Deferred Compensation, Organizational Design, Program Management, Project Management, Coaching, Management Development, Team Management, Staff Development, Workforce Planning, Career Development, Executive Development, New Hire Orientations, Performance Improvement, MBTI, Business Transformation, HR Consulting, Executive Management, Operations Management, Team Building, Personnel Management, Employee Training, Culture Change, Workshop Facilitation, Interviews
Education
The Ohio State University
PhD, Organizational Communication & Management
Edward Jones July 2013 - Present
BJC HealthCare June 2010 - July 2013
Karlin & Asociates November 2009 - June 2010
Amdocs January 2005 - November 2009
SFP, Inc July 2001 - December 2004
Seminis November 1999 - July 2001
Karlin Management Resources July 1983 - November 1999
Skills
Organizational..., Performance Management, Leadership Development, Employee Engagement, Talent Management, Succession Planning, Training, Change Management, HRIS, Business Process..., Talent Acquisition, Leadership, Business Strategy, Employee Benefits, Executive Coaching, HR Policies, Strategy, Recruiting, Employee Relations, Sourcing, Organizational..., Management Consulting, Onboarding, Human Resources, Management, Strategic Planning, Deferred Compensation, Organizational Design, Program Management, Project Management, Coaching, Management Development, Team Management, Staff Development, Workforce Planning, Career Development, Executive Development, New Hire Orientations, Performance Improvement, MBTI, Business Transformation, HR Consulting, Executive Management, Operations Management, Team Building, Personnel Management, Employee Training, Culture Change, Workshop Facilitation, Interviews
Education
The Ohio State University
PhD, Organizational Communication & Management
Julie Trober (jewelsthorn@yahoo.com)'s Edward Jones Experience July 2005 - December 2006
Job Commercial Operations Manager at BPI Building Services
Industry Professional Training & Coaching
Experience
BPI Building Services October 2014 - August 2015
The Results Companies October 2013 - October 2014
TUFF SHED June 2007 - October 2012
Edward Jones July 2005 - December 2006
Ethical Insurance March 2003 - July 2005
Linux International December 2000 - July 2002
Hurricane Software Inc 2001 - 2002
Hurricane Software Inc 2001 - 2002
LinuxMall March 2000 - December 2000
CMP Media March 1995 - January 2000
Skills
Leadership, Marketing, Management, Budgets, Sales, Program Management, Analysis, Team Building, Project Management, Marketing Strategy, CRM, Account Management, Lean Management, Training Within Industry
Education
Kansas City KS Community College 2002 — 2005
AA
The University of Kansas 1988 — 1995
BPI Building Services October 2014 - August 2015
The Results Companies October 2013 - October 2014
TUFF SHED June 2007 - October 2012
Edward Jones July 2005 - December 2006
Ethical Insurance March 2003 - July 2005
Linux International December 2000 - July 2002
Hurricane Software Inc 2001 - 2002
Hurricane Software Inc 2001 - 2002
LinuxMall March 2000 - December 2000
CMP Media March 1995 - January 2000
Skills
Leadership, Marketing, Management, Budgets, Sales, Program Management, Analysis, Team Building, Project Management, Marketing Strategy, CRM, Account Management, Lean Management, Training Within Industry
Education
Kansas City KS Community College 2002 — 2005
AA
The University of Kansas 1988 — 1995
Adam Heghinian's Edward Jones Experience April 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
A.G. Edwards April 2004 - April 2007
Education
The University of Connecticut School of Business 1999 — 2003
Edward Jones April 2007 - Present
A.G. Edwards April 2004 - April 2007
Education
The University of Connecticut School of Business 1999 — 2003
Rob Winterer, CRPC's Edward Jones Experience October 1999 - Present
Job Communication Specialist
Industry Financial Services
Experience
Edward Jones October 1999 - Present
Maritz 1990 - 1999
Skills
Marketing, Marketing Communications, Marketing Strategy, Series 7, Strategic Planning, Project Management, Strategy, Advertising, Financial Services
Education
The University of Kansas 1986 — 1990
Edward Jones October 1999 - Present
Maritz 1990 - 1999
Skills
Marketing, Marketing Communications, Marketing Strategy, Series 7, Strategic Planning, Project Management, Strategy, Advertising, Financial Services
Education
The University of Kansas 1986 — 1990
Ron Hulbert Jr's Edward Jones Experience 1998 - 2002
Job Regional Wholesaler at Leader Capital Corp
Industry Financial Services
Experience
Leader Capital Corp April 2015 - Present
Hulbert Advisory Services September 2008 - Present
Crawford & Company October 2005 - April 2015
Datatrac Corporation January 2008 - September 2008
ProNvest - a registered investment adviser 2003 - 2005
Edward Jones 1998 - 2002
Merry Land & Investment Co., Inc. 1996 - 1998
Knox & Swan, Attorneys at Law June 1990 - August 1996
Skills
Investment Management, Insurance, Retirement Planning, Strategic Financial..., Financial Analysis, Benefits Administration, Team Building, Investment Advisory
Education
The University of Georgia 1991 — 1996
Bachelor's degree, Economics
Leader Capital Corp April 2015 - Present
Hulbert Advisory Services September 2008 - Present
Crawford & Company October 2005 - April 2015
Datatrac Corporation January 2008 - September 2008
ProNvest - a registered investment adviser 2003 - 2005
Edward Jones 1998 - 2002
Merry Land & Investment Co., Inc. 1996 - 1998
Knox & Swan, Attorneys at Law June 1990 - August 1996
Skills
Investment Management, Insurance, Retirement Planning, Strategic Financial..., Financial Analysis, Benefits Administration, Team Building, Investment Advisory
Education
The University of Georgia 1991 — 1996
Bachelor's degree, Economics
Denis Downing's Edward Jones Experience February 1996 - March 1998
Job Operations CFO & Controller at UTAS Windsor Locks
Industry Aviation & Aerospace
Experience
United Technologies Aerospace Services (Hamilton Sundstrand) September 2013 - Present
Sikorsky Military Systems 2011 - October 2013
United Technologies Corp November 2007 - 2011
UTC - Corporate HQ 2007 - 2011
Deloitte October 2002 - October 2007
Deloitte & Touche 2001 - 2007
Keefe, Bruyette & Woods July 2000 - June 2001
Northeast Utilities 1998 - 2000
Edward Jones February 1996 - March 1998
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Financial Modeling, Process Improvement, Management, Analysis, US GAAP, Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Accounting and Finance
University of Connecticut 1992 — 1995
BA, Economics and English
United Technologies Aerospace Services (Hamilton Sundstrand) September 2013 - Present
Sikorsky Military Systems 2011 - October 2013
United Technologies Corp November 2007 - 2011
UTC - Corporate HQ 2007 - 2011
Deloitte October 2002 - October 2007
Deloitte & Touche 2001 - 2007
Keefe, Bruyette & Woods July 2000 - June 2001
Northeast Utilities 1998 - 2000
Edward Jones February 1996 - March 1998
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Financial Modeling, Process Improvement, Management, Analysis, US GAAP, Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Accounting and Finance
University of Connecticut 1992 — 1995
BA, Economics and English
Scott Mort's Edward Jones Experience January 2006 - February 2007
Job Commercial Loan Servicing Manager at Gershman Mortgage
Industry Financial Services
Experience
Gershman Mortgage August 2011 - Present
Choice One Appraisal Group August 2009 - November 2010
Lenders One June 2008 - August 2009
Lens Masters Inc October 2007 - June 2008
Edward Jones January 2006 - February 2007
Keller Williams Realty 2004 - 2006
Gershman Mortgage April 2000 - October 2002
Commerce Bank 1996 - 1999
Skills
Banking, Credit, FHA, Finance, Financial Services, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Credit Analysis, Sales, Investments, Customer Service, Financial Analysis
Education
Webster University 2004 — 2007
MBA
University of Kansas 1995 — 1999
Bachelor of Science Business, Finance
Eureka High School 1992 — 1995
Gershman Mortgage August 2011 - Present
Choice One Appraisal Group August 2009 - November 2010
Lenders One June 2008 - August 2009
Lens Masters Inc October 2007 - June 2008
Edward Jones January 2006 - February 2007
Keller Williams Realty 2004 - 2006
Gershman Mortgage April 2000 - October 2002
Commerce Bank 1996 - 1999
Skills
Banking, Credit, FHA, Finance, Financial Services, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Credit Analysis, Sales, Investments, Customer Service, Financial Analysis
Education
Webster University 2004 — 2007
MBA
University of Kansas 1995 — 1999
Bachelor of Science Business, Finance
Eureka High School 1992 — 1995
Allan Gober's Edward Jones Experience June 2013 - Present
Job Project Coordinator at Edward Jones
Industry Architecture & Planning
Experience
Edward Jones June 2013 - Present
United Excel Design July 2011 - June 2013
Christner Inc. Architects. Designers & Planners 2003 - February 2011
Team Christner 2009 - 2010
Hellmuth, Obata + Kassabaum (HOK) 1991 - 2003
Skills
LEED AP, BIM, SketchUp, Design Research, Revit, Submittals, Construction Management, Construction..., Architectural Design, Construction Drawings
Education
Washington University in St. Louis 1995 — 2000
Bachelor of Technology (B.Tech.), Architecture
University of Kansas
Edward Jones June 2013 - Present
United Excel Design July 2011 - June 2013
Christner Inc. Architects. Designers & Planners 2003 - February 2011
Team Christner 2009 - 2010
Hellmuth, Obata + Kassabaum (HOK) 1991 - 2003
Skills
LEED AP, BIM, SketchUp, Design Research, Revit, Submittals, Construction Management, Construction..., Architectural Design, Construction Drawings
Education
Washington University in St. Louis 1995 — 2000
Bachelor of Technology (B.Tech.), Architecture
University of Kansas
Jodee Deutsch's Edward Jones Experience December 2005 - December 2007
Job Financial Services Industry Professional
Industry Financial Services
Experience
AIG Advisor Group January 2013 - January 2015
Capitas Financial December 2011 - December 2012
Aviva October 2009 - November 2011
Aviva January 2008 - October 2009
Edward Jones December 2005 - December 2007
The Hartford June 2000 - November 2005
The Hartford May 1996 - June 2000
Skills
Account Management, Insurance Operations, Insurance Brokerage, Product Marketing, Management, Project Management, Life Insurance, Wealth Management, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Insurance, Retirement, Sales, New Business Development, Long-term Care, Marketing, Retirement Planning, Employee Benefits, Risk Management, Series 63, Series 7, Health Insurance, Investments, Strategic Financial..., Mutual Funds, Underwriting, Financial Services, Relationship Management, Securities, Financial Advisory, Financial Analysis, 401k, Series 6, Finance, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, Estate Planning, Portfolio Management, Wealth, Financial Risk, Investment Management
Education
University of Cincinnati College of Business 1998 — 2000
MBA, Management & International Business
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelor of Science, Business Administration, Business Economics
AIG Advisor Group January 2013 - January 2015
Capitas Financial December 2011 - December 2012
Aviva October 2009 - November 2011
Aviva January 2008 - October 2009
Edward Jones December 2005 - December 2007
The Hartford June 2000 - November 2005
The Hartford May 1996 - June 2000
Skills
Account Management, Insurance Operations, Insurance Brokerage, Product Marketing, Management, Project Management, Life Insurance, Wealth Management, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Insurance, Retirement, Sales, New Business Development, Long-term Care, Marketing, Retirement Planning, Employee Benefits, Risk Management, Series 63, Series 7, Health Insurance, Investments, Strategic Financial..., Mutual Funds, Underwriting, Financial Services, Relationship Management, Securities, Financial Advisory, Financial Analysis, 401k, Series 6, Finance, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, Estate Planning, Portfolio Management, Wealth, Financial Risk, Investment Management
Education
University of Cincinnati College of Business 1998 — 2000
MBA, Management & International Business
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelor of Science, Business Administration, Business Economics
Alynne Zielinski, CFP®'s Edward Jones Experience July 2010 - August 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Edward Jones July 2010 - August 2013
Emerson Electric Co. February 2009 - January 2010
ABB February 2008 - February 2009
Rockwell Automation June 1999 - February 2008
Skills
Investment Strategies, Financial Guidance, Retirement Planning, Financial Goals, Financial Analysis, Investments, Financial Services, Sales Management, Finance, College Education..., Sales, Business Development, Competitive Analysis, Leadership
Education
The University of Akron 2000 — 2004
MBA, Business Administration and Management, General
The University of Akron 1994 — 1998
Bachelor of Science (BS), Electrical Engineering Technology
Wells Fargo Advisors August 2013 - Present
Edward Jones July 2010 - August 2013
Emerson Electric Co. February 2009 - January 2010
ABB February 2008 - February 2009
Rockwell Automation June 1999 - February 2008
Skills
Investment Strategies, Financial Guidance, Retirement Planning, Financial Goals, Financial Analysis, Investments, Financial Services, Sales Management, Finance, College Education..., Sales, Business Development, Competitive Analysis, Leadership
Education
The University of Akron 2000 — 2004
MBA, Business Administration and Management, General
The University of Akron 1994 — 1998
Bachelor of Science (BS), Electrical Engineering Technology
Rachael A. Lynch, Esq.'s Edward Jones Experience AttorneyLaw Office of Rachael A. LynchMay 2012 - April 2015
Job Trust Officer
Industry Law Practice
Experience
Edward Jones AttorneyLaw Office of Rachael A. LynchMay 2012 - April 2015
Bryan Cave January 2014 - May 2014
Disability Group, Inc. July 2010 - May 2012
Skills
Legal Writing, Research, Social Security...
Education
Washington University in St. Louis 2013 — 2014
L.L.M., Taxation
The University of Akron 2005 — 2008
JD
Truman State University 2001 — 2005
B.S., Political Science
Edward Jones AttorneyLaw Office of Rachael A. LynchMay 2012 - April 2015
Bryan Cave January 2014 - May 2014
Disability Group, Inc. July 2010 - May 2012
Skills
Legal Writing, Research, Social Security...
Education
Washington University in St. Louis 2013 — 2014
L.L.M., Taxation
The University of Akron 2005 — 2008
JD
Truman State University 2001 — 2005
B.S., Political Science
Rob Mayberry's Edward Jones Experience December 2006 - November 2010
Job VP and Sr. Financial Advisor for City National Securities, Blues Guitar Player, and Road Bicyclist
Industry Investment Management
Experience
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
Paige Hofer's Edward Jones Experience November 2010 - May 2012
Job KU Alumni Association, Coordinator of Student Programs
Industry Education Management
Experience
KU Alumni Association August 2013 - Present
Lawrence Public Schools May 2009 - April 2014
Edward Jones November 2010 - May 2012
Hair Experts Salon and Spa June 2009 - September 2010
First Presbyterian Church, Lawrence, KS January 2007 - May 2009
Lawrence Public Schools August 2007 - May 2008
Skills
Event Planning, Fundraising, Classroom, Curriculum Development, Volunteer Management, Higher Education, Community Outreach, Public Speaking, Leadership Development, Teaching, Marketing, Customer Service
Education
University of Kansas 1986 — 1990
BSE, Education
Norman High School, class of 1986
KU Alumni Association August 2013 - Present
Lawrence Public Schools May 2009 - April 2014
Edward Jones November 2010 - May 2012
Hair Experts Salon and Spa June 2009 - September 2010
First Presbyterian Church, Lawrence, KS January 2007 - May 2009
Lawrence Public Schools August 2007 - May 2008
Skills
Event Planning, Fundraising, Classroom, Curriculum Development, Volunteer Management, Higher Education, Community Outreach, Public Speaking, Leadership Development, Teaching, Marketing, Customer Service
Education
University of Kansas 1986 — 1990
BSE, Education
Norman High School, class of 1986
Jeremiah Hensley's Edward Jones Experience January 2007 - August 2009
Job Dual Service Field Engineer at Newsco
Industry Oil & Energy
Experience
Newsco July 2014 - Present
Baker Hughes July 2013 - July 2014
Sharewell Energy Services August 2011 - July 2013
Great White Directional Services August 2009 - August 2011
Edward Jones January 2007 - August 2009
University of Wyoming May 2004 - August 2007
Skills
MWD / LWD, Directional Drilling, Consultation, Securities, Management, Recombinant DNA..., Craft Brewing, Drilling, Petroleum Engineering, Petroleum, Oilfield, LWD, Logging, Supervisory Skills, Energy, Oil & Gas, Onshore
Education
University of Wyoming 2000 — 2005
B.S., Medical Microbiology, Molecular Biology
The University of Kansas 1999 — 2000
N/A, Pre-Med
Newsco July 2014 - Present
Baker Hughes July 2013 - July 2014
Sharewell Energy Services August 2011 - July 2013
Great White Directional Services August 2009 - August 2011
Edward Jones January 2007 - August 2009
University of Wyoming May 2004 - August 2007
Skills
MWD / LWD, Directional Drilling, Consultation, Securities, Management, Recombinant DNA..., Craft Brewing, Drilling, Petroleum Engineering, Petroleum, Oilfield, LWD, Logging, Supervisory Skills, Energy, Oil & Gas, Onshore
Education
University of Wyoming 2000 — 2005
B.S., Medical Microbiology, Molecular Biology
The University of Kansas 1999 — 2000
N/A, Pre-Med
Lukas Kim's Edward Jones Experience November 1995 - April 2002
Job Principal at Cascade Technology Solutions
Industry Information Technology and Services
Experience
Cascade Technology Soltuions 2006 - Present
HCL AXON 2011 - 2013
Column5 Consulting 2008 - 2011
Washington Mutual April 2002 - June 2008
Edward Jones November 1995 - April 2002
Education
University of Washington 2005 — 2008
MBA, Finance & Information Technology
University of Kansas 1990 — 1995
Undergrad
Cascade Technology Soltuions 2006 - Present
HCL AXON 2011 - 2013
Column5 Consulting 2008 - 2011
Washington Mutual April 2002 - June 2008
Edward Jones November 1995 - April 2002
Education
University of Washington 2005 — 2008
MBA, Finance & Information Technology
University of Kansas 1990 — 1995
Undergrad
Harry Henning's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Network Funding May 2009 - June 2010
Bright Vision Mortgage Corporation September 2007 - May 2009
American Home Mortgage 2003 - 2007
Washington Mutual September 2002 - December 2003
First Union 1998 - 2002
Ameribanc 1988 - 1998
Skills
Investments, Mortgage Lending, Loans, Sellers, Referrals, Customer Service, Credit, Banking, Refinance, Mortgage Banking, Residential Mortgages, Loan Origination, Investment Properties, Financial Analysis, Real Estate
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1987
Finance
St. Charles Prep 1978 — 1982
Edward Jones February 2010 - Present
Network Funding May 2009 - June 2010
Bright Vision Mortgage Corporation September 2007 - May 2009
American Home Mortgage 2003 - 2007
Washington Mutual September 2002 - December 2003
First Union 1998 - 2002
Ameribanc 1988 - 1998
Skills
Investments, Mortgage Lending, Loans, Sellers, Referrals, Customer Service, Credit, Banking, Refinance, Mortgage Banking, Residential Mortgages, Loan Origination, Investment Properties, Financial Analysis, Real Estate
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1987
Finance
St. Charles Prep 1978 — 1982
Robert O'Blennis, JD, CRPC®'s Edward Jones Experience May 2002 - August 2005
Job Wealth Manager at The Retirement Planning Group
Industry Financial Services
Experience
The Retirement Planning Group January 2006 - Present
The Retirement Planning Group January 2006 - Present
blooom September 2013 - Present
Edward Jones May 2002 - August 2005
Thompson Coburn May 2000 - May 2002
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Asset Managment, Trusts, Securities Regulation, Small Business
Education
Washington University in St. Louis School of Law 1998 — 2000
JD, Estate Planning
University of Missouri-Kansas City 1997 — 1998
The University of Kansas 1990 — 1994
BS, Print Journalism
St. Louis University High School 1986 — 1990
The Retirement Planning Group January 2006 - Present
The Retirement Planning Group January 2006 - Present
blooom September 2013 - Present
Edward Jones May 2002 - August 2005
Thompson Coburn May 2000 - May 2002
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Asset Managment, Trusts, Securities Regulation, Small Business
Education
Washington University in St. Louis School of Law 1998 — 2000
JD, Estate Planning
University of Missouri-Kansas City 1997 — 1998
The University of Kansas 1990 — 1994
BS, Print Journalism
St. Louis University High School 1986 — 1990
Blaine Kiefer's Edward Jones Experience October 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2000 - Present
Education
The Ohio State University 1981 — 1984
Edward Jones October 2000 - Present
Education
The Ohio State University 1981 — 1984
Melissa Atkinson (maiden name McElreath)'s Edward Jones Experience June 2004 - Present
Job Branch Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones June 2004 - Present
Education
University of Georgia 1998 — 2001
Edward Jones June 2004 - Present
Education
University of Georgia 1998 — 2001
Misti Spring Reader's Edward Jones Experience November 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Fidelity Mortgage August 2005 - December 2007
Skills
Retirement Planning, Asset Management, Series 7, Estate Planning, Series 66, Insurance Planning, Stock Trading, Stock Picking, Investment planning, Mutual Funds, Municipal bonds, Financial Planners, Portfolio Management, Uniform Combined State..., Strategic Financial..., Asset Allocation, Retirement, 401k Rollovers, Wealth Accumulation, Insurance, Fixed Annuities, 529 Plans, 401k, Bonds, Variable Annuities, High Net Worth..., Long Term Care Insurance
Education
The University of Akron 1997 — 2002
B.S., Business Communications
Edward Jones November 2008 - Present
Fidelity Mortgage August 2005 - December 2007
Skills
Retirement Planning, Asset Management, Series 7, Estate Planning, Series 66, Insurance Planning, Stock Trading, Stock Picking, Investment planning, Mutual Funds, Municipal bonds, Financial Planners, Portfolio Management, Uniform Combined State..., Strategic Financial..., Asset Allocation, Retirement, 401k Rollovers, Wealth Accumulation, Insurance, Fixed Annuities, 529 Plans, 401k, Bonds, Variable Annuities, High Net Worth..., Long Term Care Insurance
Education
The University of Akron 1997 — 2002
B.S., Business Communications
Stacy McVan's Edward Jones Experience March 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Johnson & Johnson December 2008 - March 2014
HSBC June 2003 - August 2008
HSBC Financial 2003 - 2008
Skills
Sales Operations, Management, Leadership, Sales, Sales Management, Selling, Customer Service, Negotiation
Education
The University of Akron 1997 — 2000
Bachelor of Arts, Public Relations and Business Communications
Edward Jones March 2014 - Present
Johnson & Johnson December 2008 - March 2014
HSBC June 2003 - August 2008
HSBC Financial 2003 - 2008
Skills
Sales Operations, Management, Leadership, Sales, Sales Management, Selling, Customer Service, Negotiation
Education
The University of Akron 1997 — 2000
Bachelor of Arts, Public Relations and Business Communications
Matt Paquette's Edward Jones Experience March 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1999 - Present
Ernst & Young 1995 - 1999
Skills
Investments, Insurance, Retirement Planning, Mutual Funds, Wealth Management, Asset Allocation, Retirement, Investment Strategies, Equities, Investment Management
Education
The University of Kansas 1992 — 1996
Business, Accounting
Edward Jones March 1999 - Present
Ernst & Young 1995 - 1999
Skills
Investments, Insurance, Retirement Planning, Mutual Funds, Wealth Management, Asset Allocation, Retirement, Investment Strategies, Equities, Investment Management
Education
The University of Kansas 1992 — 1996
Business, Accounting
Ron Larimore's Edward Jones Experience 1964 - 1997
Job Aspiring landscape painter
Industry Arts and Crafts
Experience
Ron Larimore -Taos- January 1998 - Present
Taos Artist Organization 2011 - Present
Taos School of Music 2011 - Present
Taos Plein Air Painters 2011 - Present
Crow Canyon Archaeological Center 2007 - 2011
Edward Jones 1964 - 1997
Skills
Fine Art, Contemporary Art, Art, Museums, Non-profits, Painting, Investments, Management, Downhill Skiing, Art Handling, Nonprofits, Watercolor, Art Education, Canvas, Studio Art
Education
University of Kansas 1958 — 1962
B.S., Business Administration and Management, General
Ron Larimore -Taos- January 1998 - Present
Taos Artist Organization 2011 - Present
Taos School of Music 2011 - Present
Taos Plein Air Painters 2011 - Present
Crow Canyon Archaeological Center 2007 - 2011
Edward Jones 1964 - 1997
Skills
Fine Art, Contemporary Art, Art, Museums, Non-profits, Painting, Investments, Management, Downhill Skiing, Art Handling, Nonprofits, Watercolor, Art Education, Canvas, Studio Art
Education
University of Kansas 1958 — 1962
B.S., Business Administration and Management, General
Amy McCue Johnson's Edward Jones Experience June 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Edward Jones February 2011 - May 2012
Social Suppers May 2006 - September 2009
DST Systems 2001 - 2006
DST Technologies, Inc. 1996 - 2001
Prudential Securities April 1992 - December 1992
DST Systems 1983 - 1992
Education
University of Kansas 1979 — 1983
BS, Business Administration
Edward Jones June 2012 - Present
Edward Jones February 2011 - May 2012
Social Suppers May 2006 - September 2009
DST Systems 2001 - 2006
DST Technologies, Inc. 1996 - 2001
Prudential Securities April 1992 - December 1992
DST Systems 1983 - 1992
Education
University of Kansas 1979 — 1983
BS, Business Administration
Brandon Reuther's Edward Jones Experience September 2009 - Present
Job with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones September 2009 - Present
Reuther Chrysler Jeep and Dodge December 1991 - September 2009
Education
The University of Kansas 1994 — 1999
Bachelor of Science, Business Administration
Edward Jones September 2009 - Present
Reuther Chrysler Jeep and Dodge December 1991 - September 2009
Education
The University of Kansas 1994 — 1999
Bachelor of Science, Business Administration
Brenda Craley's Edward Jones Experience June 2010 - May 2014
Job Agency Sales Representative at WFG National Title Insurance Company
Industry Insurance
Experience
WFG National Title Insurance Company May 2014 - Present
Edward Jones June 2010 - May 2014
Fidelity National Financial December 2008 - June 2010
LandAmerica Financial Group, Inc. August 2006 - 2008
LandAmerica Financial Group, Inc. January 1999 - August 2006
LandAmerica Financial Group, Inc. June 1996 - October 1999
Skills
Real Estate Transactions, Real Estate, Foreclosures, Investment Properties, Sales, Mortgage Lending, Short Sales, Strategic Planning, Title Insurance, Contract Negotiation
Education
The Ohio State University 1990 — 1994
B.A., Communications
Perry High School
Perry High School
WFG National Title Insurance Company May 2014 - Present
Edward Jones June 2010 - May 2014
Fidelity National Financial December 2008 - June 2010
LandAmerica Financial Group, Inc. August 2006 - 2008
LandAmerica Financial Group, Inc. January 1999 - August 2006
LandAmerica Financial Group, Inc. June 1996 - October 1999
Skills
Real Estate Transactions, Real Estate, Foreclosures, Investment Properties, Sales, Mortgage Lending, Short Sales, Strategic Planning, Title Insurance, Contract Negotiation
Education
The Ohio State University 1990 — 1994
B.A., Communications
Perry High School
Perry High School
Frederick Snyder's Edward Jones Experience April 2004 - August 2006
Job at Corporate One
Industry Financial Services
Experience
Corporate One October 2009 - Present
Morgan Stanley November 2006 - October 2009
Edward Jones April 2004 - August 2006
Education
The University of Akron 1988 — 1994
The University of Akron
MA, History
Corporate One October 2009 - Present
Morgan Stanley November 2006 - October 2009
Edward Jones April 2004 - August 2006
Education
The University of Akron 1988 — 1994
The University of Akron
MA, History
Debora Such's Edward Jones Experience May 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Edward Jones July 2009 - May 2010
Macy's Midwest 2006 - 2008
MAY COMPANY DEPT.STORES 1975 - 2008
May Merchandising Company 2000 - 2006
May Department Stores 1975 - 2006
Filene's 1993 - 2000
Filene's - Division of Federated 1992 - 2000
Filenes 1992 - 2000
May Company - Filene's Division 1992 - 2000
Education
The Ohio State University 1969 — 1974
BS, Elementary Education
Debora Tischer Such
Edward Jones May 2010 - Present
Edward Jones July 2009 - May 2010
Macy's Midwest 2006 - 2008
MAY COMPANY DEPT.STORES 1975 - 2008
May Merchandising Company 2000 - 2006
May Department Stores 1975 - 2006
Filene's 1993 - 2000
Filene's - Division of Federated 1992 - 2000
Filenes 1992 - 2000
May Company - Filene's Division 1992 - 2000
Education
The Ohio State University 1969 — 1974
BS, Elementary Education
Debora Tischer Such
Calvin Rolan's Edward Jones Experience March 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1993 - Present
Ralston Purina Co. March 1973 - February 1993
Skills
Series 7, Retirement, Mutual Funds, Investments, Asset Allocation, Fixed Annuities, Uniform Combined State..., IRAs, 401k Rollovers, 401k
Education
The University of Georgia 1964 — 1968
Bachelor of Science (B.S.), Animal Science
Mt Berry High School Rome, GA
Edward Jones March 1993 - Present
Ralston Purina Co. March 1973 - February 1993
Skills
Series 7, Retirement, Mutual Funds, Investments, Asset Allocation, Fixed Annuities, Uniform Combined State..., IRAs, 401k Rollovers, 401k
Education
The University of Georgia 1964 — 1968
Bachelor of Science (B.S.), Animal Science
Mt Berry High School Rome, GA
Dan Hamlet's Edward Jones Experience June 2000 - August 2008
Job Executive Director, Missouri Rural Enterprise Innovation Center
Industry Management Consulting
Experience
Truman State University July 2009 - Present
Missouri Rural Enterprise & Innovation Center March 2013 - June 2015
US Army Reserves March 2009 - October 2011
Edward Jones June 2000 - August 2008
Skills
Higher Education, Teaching, Public Speaking, Research, Student Affairs, Student Development, Microsoft Office, Editing, Statistics, PowerPoint, Resume Writing, Student Leadership, Strategic Financial..., Financial Goals, Goal Setting, Goal Analysis, Leadership Development, Team Leadership, Military History, Military Experience, Military, Team Building, Fundraising, Small Business, Entrepreneurship, Project Planning, Community Outreach
Education
The University of Dallas 1998 — 2000
MBA, Marketing, Entrepreneurship
Truman State University July 2009 - Present
Missouri Rural Enterprise & Innovation Center March 2013 - June 2015
US Army Reserves March 2009 - October 2011
Edward Jones June 2000 - August 2008
Skills
Higher Education, Teaching, Public Speaking, Research, Student Affairs, Student Development, Microsoft Office, Editing, Statistics, PowerPoint, Resume Writing, Student Leadership, Strategic Financial..., Financial Goals, Goal Setting, Goal Analysis, Leadership Development, Team Leadership, Military History, Military Experience, Military, Team Building, Fundraising, Small Business, Entrepreneurship, Project Planning, Community Outreach
Education
The University of Dallas 1998 — 2000
MBA, Marketing, Entrepreneurship
Brooke Sabol's Edward Jones Experience May 2013 - October 2013
Job Internal Wholesaler, Wire Channel
Industry Financial Services
Experience
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors October 2013 - March 2014
Edward Jones May 2013 - October 2013
New England Financial Group September 2011 - May 2013
Skills
Financial Services, Marketing Management, Marketing, New Business Development, Advertising, Social Media Marketing, Small Business, Series 6, Sales, Life Insurance, Disability Insurance, FINRA, Long Term Care Insurance, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
The University of Akron
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors October 2013 - March 2014
Edward Jones May 2013 - October 2013
New England Financial Group September 2011 - May 2013
Skills
Financial Services, Marketing Management, Marketing, New Business Development, Advertising, Social Media Marketing, Small Business, Series 6, Sales, Life Insurance, Disability Insurance, FINRA, Long Term Care Insurance, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
The University of Akron
Corey Patrick's Edward Jones Experience June 2015 - August 2015
Job Finance, Marketing, & Entrepreneurship Student at Youngstown State University
Industry Financial Services
Experience
Small Business Development Center & International Trade Assistance Center September 2014 - Present
Pizza Hut June 2012 - Present
Edward Jones June 2015 - August 2015
The University of Findlay College of Pharmacy August 2011 - December 2011
Skills
Telephone Skills, Time Management, Cashiering, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Microsoft Office, Data Entry, Phone Etiquette, Social Networking, Event Planning, Goal Oriented, Teamwork, Customer Service, Social Media, Research, Communication, Strategic Planning, Marketing, Public Speaking, Facebook, Finance, Critical Thinking, Management
Education
Youngstown State University 2011 — 2016
Bachelor's Degree, Finance, Marketing Management, Entrepreneurship, General
The University of Findlay 2011 — 2011
Doctor of Pharmacy (PharmD), Pharmacy
Small Business Development Center & International Trade Assistance Center September 2014 - Present
Pizza Hut June 2012 - Present
Edward Jones June 2015 - August 2015
The University of Findlay College of Pharmacy August 2011 - December 2011
Skills
Telephone Skills, Time Management, Cashiering, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Microsoft Office, Data Entry, Phone Etiquette, Social Networking, Event Planning, Goal Oriented, Teamwork, Customer Service, Social Media, Research, Communication, Strategic Planning, Marketing, Public Speaking, Facebook, Finance, Critical Thinking, Management
Education
Youngstown State University 2011 — 2016
Bachelor's Degree, Finance, Marketing Management, Entrepreneurship, General
The University of Findlay 2011 — 2011
Doctor of Pharmacy (PharmD), Pharmacy
Brian Sak's Edward Jones Experience March 2001 - April 2004
Job Associate Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Senior Financial AdvisorMerrill LynchApril 2004 - July 2008
Edward Jones March 2001 - April 2004
Education
The University of Kansas 1987 — 1991
BA, Economincs
Morgan Stanley Smith Barney Senior Financial AdvisorMerrill LynchApril 2004 - July 2008
Edward Jones March 2001 - April 2004
Education
The University of Kansas 1987 — 1991
BA, Economincs
Jane Watson's Edward Jones Experience January 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
Edward Jones June 2004 - January 2010
Education
The University of Georgia
The University of Georgia
Edward Jones January 2010 - Present
Edward Jones June 2004 - January 2010
Education
The University of Georgia
The University of Georgia
Joe Garrett's Edward Jones Experience June 1999 - July 2004
Job Financial Advisor at Garrett & Robinson
Industry Financial Services
Experience
Garrett & Robinson July 2004 - Present
Edward Jones June 1999 - July 2004
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Series 7, Asset Allocation, Fixed Annuities, Portfolio Management, Retirement, Estate Planning, Investment Advisory
Education
University of West Georgia 1994 — 1996
M.Ed.
The University of Georgia 1987 — 1991
B.A.
Garrett & Robinson July 2004 - Present
Edward Jones June 1999 - July 2004
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Series 7, Asset Allocation, Fixed Annuities, Portfolio Management, Retirement, Estate Planning, Investment Advisory
Education
University of West Georgia 1994 — 1996
M.Ed.
The University of Georgia 1987 — 1991
B.A.
RC Anderson's Edward Jones Experience August 1994 - Present
Job Financial Advisor at Edward Jones Investment Co
Industry Financial Services
Experience
Edward Jones August 1994 - Present
US Army 1974 - 1994
Skills
Change Management, Asset Allocation, Uniform Combined State..., Investment Strategies, Investments, Risk Management, Series 7, Retirement Planning, Business Planning, Program Management, Asset Managment, Leadership, Strategic Planning, 401k Rollovers
Education
The University of Georgia 1985 — 1988
Master's degree, Geography and Cartography
University of Southern California 1978 — 1980
Master's degree, International Relations and Affairs
US Military Academy, West Point 1970 — 1974
Bachelor of Science (BS)
Edward Jones August 1994 - Present
US Army 1974 - 1994
Skills
Change Management, Asset Allocation, Uniform Combined State..., Investment Strategies, Investments, Risk Management, Series 7, Retirement Planning, Business Planning, Program Management, Asset Managment, Leadership, Strategic Planning, 401k Rollovers
Education
The University of Georgia 1985 — 1988
Master's degree, Geography and Cartography
University of Southern California 1978 — 1980
Master's degree, International Relations and Affairs
US Military Academy, West Point 1970 — 1974
Bachelor of Science (BS)
Tracy Maluski's Edward Jones Experience November 2013 - May 2015
Job Account General Manager
Industry Education Management
Experience
Pearson May 2015 - Present
Edward Jones November 2013 - May 2015
Chandler Unified School District June 2005 - November 2013
Chandler Unified School District 2008 - 2012
NBC 2010 - 2010
Kyrene School District July 1997 - May 2005
Tempe Elementary School District August 1996 - June 1997
Deloitte & Touche 1990 - 1993
Blessings Chinese Restaurant 1974 - 1985
Skills
Financial Services, Finance, Retirement, Retirement Planning, Risk Management, Financial Planning, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory
Education
The Ohio State University 1993 — 1996
Master of Education (M.Ed.), Elementary Education and Teaching
Amity Regional High School 1981 — 1985
HS Diploma
Pearson May 2015 - Present
Edward Jones November 2013 - May 2015
Chandler Unified School District June 2005 - November 2013
Chandler Unified School District 2008 - 2012
NBC 2010 - 2010
Kyrene School District July 1997 - May 2005
Tempe Elementary School District August 1996 - June 1997
Deloitte & Touche 1990 - 1993
Blessings Chinese Restaurant 1974 - 1985
Skills
Financial Services, Finance, Retirement, Retirement Planning, Risk Management, Financial Planning, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory
Education
The Ohio State University 1993 — 1996
Master of Education (M.Ed.), Elementary Education and Teaching
Amity Regional High School 1981 — 1985
HS Diploma
Gary Conyer's Edward Jones Experience September 2003 - December 2003
Job IT Project Manager (Retired)
Industry Financial Services
Experience
Scottrade June 2008 - August 2012
Mirifex Systems February 2004 - February 2008
Edward Jones September 2003 - December 2003
Union Planters Corporation / SunGard Wealth Management Services August 1999 - March 2003
National City Corporation July 1980 - July 1999
Skills
SDLC, Insurance, Investments, Risk Management, Program Management, IT Strategy, Visio
Education
The Ohio State University
BS, Computer and Information Science
Scottrade June 2008 - August 2012
Mirifex Systems February 2004 - February 2008
Edward Jones September 2003 - December 2003
Union Planters Corporation / SunGard Wealth Management Services August 1999 - March 2003
National City Corporation July 1980 - July 1999
Skills
SDLC, Insurance, Investments, Risk Management, Program Management, IT Strategy, Visio
Education
The Ohio State University
BS, Computer and Information Science
Steve Ritzhaupt's Edward Jones Experience April 2004 - Present
Job Sr. Programmer Analyst
Industry Financial Services
Experience
Edward Jones April 2004 - Present
Skills
SDLC, Risk Management, Business Analysis, Project Management, Requirements Gathering, XML, Java Enterprise Edition, J2EE Web Services, XML Databases, COBOL, DB2, SQL DB2, Eclipse
Education
The Ohio State University Fisher College of Business 1989 — 1993
BSBA, Business Administration - Finance
Edward Jones April 2004 - Present
Skills
SDLC, Risk Management, Business Analysis, Project Management, Requirements Gathering, XML, Java Enterprise Edition, J2EE Web Services, XML Databases, COBOL, DB2, SQL DB2, Eclipse
Education
The Ohio State University Fisher College of Business 1989 — 1993
BSBA, Business Administration - Finance
Hinton (Ted) Wear's Edward Jones Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones 2007 - 2010
Georgia Telemedicine Program 2005 - 2007
Congressman Saxby Chambliss May 2002 - July 2002
Education
The University of Georgia 2000 — 2004
B.A., History
Edward Jones 2007 - 2010
Georgia Telemedicine Program 2005 - 2007
Congressman Saxby Chambliss May 2002 - July 2002
Education
The University of Georgia 2000 — 2004
B.A., History
Gary Chidsey's Edward Jones Experience October 2010 - June 2012
Job Financial Advisor, Nationwide Securities, LLC
Industry Financial Services
Experience
Nationwide Insurance July 2012 - Present
Edward Jones October 2010 - June 2012
Skills
Qualified Retirement..., Personal Financial..., 401k, Investments, Financial Advisory, Securities, Asset Management, Fixed Annuities, IRAs, Retirement Planning, Strategic Financial..., Financial Forecasting, Mutual Funds, Wealth Management, Portfolio Management, Insurance, Life Insurance, Investment Strategies, Variable Annuities, Variable Life, Financial Planning, Pensions
Education
The University of Akron 2009 — 2010
Master of Arts (MA), Social and Philosophical Foundations of Education, 4.0
The University of Akron 2005 — 2009
Bachelor of Arts (BA), History and Economics, 3.79
Nationwide Insurance July 2012 - Present
Edward Jones October 2010 - June 2012
Skills
Qualified Retirement..., Personal Financial..., 401k, Investments, Financial Advisory, Securities, Asset Management, Fixed Annuities, IRAs, Retirement Planning, Strategic Financial..., Financial Forecasting, Mutual Funds, Wealth Management, Portfolio Management, Insurance, Life Insurance, Investment Strategies, Variable Annuities, Variable Life, Financial Planning, Pensions
Education
The University of Akron 2009 — 2010
Master of Arts (MA), Social and Philosophical Foundations of Education, 4.0
The University of Akron 2005 — 2009
Bachelor of Arts (BA), History and Economics, 3.79
Jason Maroon's Edward Jones Experience November 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Convergys March 2011 - November 2014
Convergys September 2009 - March 2011
Convergys March 2009 - September 2009
Major Brands September 2008 - March 2009
Alliance Beverage January 2008 - May 2008
Edward Jones May 2007 - January 2008
PB&J Restaurants May 2002 - May 2007
Skills
Predictive Modeling, Credit, Predictive Analytics, Risk Management, Dialers, Analytics, Data Mining, Data Analysis, Business Analysis, CRM, Call Centers, Business Process...
Education
University of Kansas
Bachelor’s Degree, Economics
Edward Jones November 2014 - Present
Convergys March 2011 - November 2014
Convergys September 2009 - March 2011
Convergys March 2009 - September 2009
Major Brands September 2008 - March 2009
Alliance Beverage January 2008 - May 2008
Edward Jones May 2007 - January 2008
PB&J Restaurants May 2002 - May 2007
Skills
Predictive Modeling, Credit, Predictive Analytics, Risk Management, Dialers, Analytics, Data Mining, Data Analysis, Business Analysis, CRM, Call Centers, Business Process...
Education
University of Kansas
Bachelor’s Degree, Economics
Evan Grunberger's Edward Jones Experience November 2012 - January 2014
Job Regional Sales Representative at AGF Management Limited
Industry Wireless
Experience
AGF Management Limited March 2015 - Present
Manulife/Standard Life March 2014 - March 2015
Edward Jones November 2012 - January 2014
Worldlynx Wireless September 2010 - November 2012
Vector Marketing May 2009 - May 2011
Skills
Social Media, Customer Service, Professional Account..., Marketing, Direct Marketing, Sales, Direct Sales, Training, POS, Mac OS X, Windows, Android, iPhone, Microsoft Office, Social Networking, Technical Services, Databases, OS X, Microsoft Excel, Event Management, Event Planning, PowerPoint, Fundraising, Leadership, Public Speaking, Social Media Marketing, Team Leadership, Facebook, Public Relations, Microsoft Word, Teamwork, Marketing Strategy, Time Management
Education
The University of British Columbia 2009 — 2013
Arts, Asian Language and Culture
Grosse Pointe South High School 2005 — 2009
AGF Management Limited March 2015 - Present
Manulife/Standard Life March 2014 - March 2015
Edward Jones November 2012 - January 2014
Worldlynx Wireless September 2010 - November 2012
Vector Marketing May 2009 - May 2011
Skills
Social Media, Customer Service, Professional Account..., Marketing, Direct Marketing, Sales, Direct Sales, Training, POS, Mac OS X, Windows, Android, iPhone, Microsoft Office, Social Networking, Technical Services, Databases, OS X, Microsoft Excel, Event Management, Event Planning, PowerPoint, Fundraising, Leadership, Public Speaking, Social Media Marketing, Team Leadership, Facebook, Public Relations, Microsoft Word, Teamwork, Marketing Strategy, Time Management
Education
The University of British Columbia 2009 — 2013
Arts, Asian Language and Culture
Grosse Pointe South High School 2005 — 2009
Ellen Fain's Edward Jones Experience May 2004 - Present
Job branch office oncall at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2004 - Present
Georgia Commission on the Holocaust 2003 - 2004
Cobb County Board of Education 1972 - 2001
U.S. House of Representatives June 1989 - August 1989
Amherst Board of Education (Ohio) 1971 - 1972
Skills
Classroom, History, Retirement, Instructional Design, Leadership Development, Public Speaking
Education
The University of Akron 1969 — 1971
BS ED, Education, Sociology, and History
Edward Jones May 2004 - Present
Georgia Commission on the Holocaust 2003 - 2004
Cobb County Board of Education 1972 - 2001
U.S. House of Representatives June 1989 - August 1989
Amherst Board of Education (Ohio) 1971 - 1972
Skills
Classroom, History, Retirement, Instructional Design, Leadership Development, Public Speaking
Education
The University of Akron 1969 — 1971
BS ED, Education, Sociology, and History
Carol Hines's Edward Jones Experience 1987 - 1990
Job Office Manager Administrative Assistant at Goodwill Industries of Wayne and Holmes Counties
Industry Nonprofit Organization Management
Experience
Goodwill Industries of Wayne and Holmes Counties July 1993 - Present
Common Pleas Court Juvenile Division 1990 - 1993
Edward Jones 1987 - 1990
Jane Irvng Baserman, Atty 1979 - 1983
Skills
Nonprofits, Customer Service, Marketing Strategy, Event Planning, Non-profits, Fundraising, Public Speaking, Community Outreach, Strategic Planning, Public Relations, Sales, Budgets, Team Building, Policy, Leadership, Marketing
Education
The University of Akron
(A.A.B.), Business Management/Data Management
Goodwill Industries of Wayne and Holmes Counties July 1993 - Present
Common Pleas Court Juvenile Division 1990 - 1993
Edward Jones 1987 - 1990
Jane Irvng Baserman, Atty 1979 - 1983
Skills
Nonprofits, Customer Service, Marketing Strategy, Event Planning, Non-profits, Fundraising, Public Speaking, Community Outreach, Strategic Planning, Public Relations, Sales, Budgets, Team Building, Policy, Leadership, Marketing
Education
The University of Akron
(A.A.B.), Business Management/Data Management
Andrew Rzonca's Edward Jones Experience January 2013 - September 2014
Job Associate at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company January 2015 - Present
Edward Jones January 2013 - September 2014
Boston Financial Data Services May 2011 - March 2012
Skills
Microsoft Office, Finance, Customer Service, Microsoft Excel, Financial Analysis
Education
The University of Kansas 2008 — 2012
The St. Louis Trust Company January 2015 - Present
Edward Jones January 2013 - September 2014
Boston Financial Data Services May 2011 - March 2012
Skills
Microsoft Office, Finance, Customer Service, Microsoft Excel, Financial Analysis
Education
The University of Kansas 2008 — 2012
Brian Beebe's Edward Jones Experience January 1999 - July 2004
Job Financial Specialist at PNC
Industry Banking
Experience
PNC October 2013 - Present
LFSC September 2004 - September 2013
Edward Jones January 1999 - July 2004
John Hancock Financial Services May 1994 - December 1998
Education
The University of Akron 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications, 3.2
PNC October 2013 - Present
LFSC September 2004 - September 2013
Edward Jones January 1999 - July 2004
John Hancock Financial Services May 1994 - December 1998
Education
The University of Akron 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications, 3.2
Laura Bujarski's Edward Jones Experience April 2009 - June 2014
Job Finance Administrator at Bob Rogers Chevrolet, Inc
Industry Financial Services
Experience
Bob Rogers Chevrolet, Inc June 2014 - Present
Edward Jones April 2009 - June 2014
TexSYS April 1997 - April 2000
Accord Human Resources 2000 - 2000
Skills
Office Administration, Administrative..., Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Spreadsheets, Data Entry, System Administration, Time Management, Financial Analysis, Finance
Education
The University of Dallas 1986 — 1988
Bob Rogers Chevrolet, Inc June 2014 - Present
Edward Jones April 2009 - June 2014
TexSYS April 1997 - April 2000
Accord Human Resources 2000 - 2000
Skills
Office Administration, Administrative..., Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Spreadsheets, Data Entry, System Administration, Time Management, Financial Analysis, Finance
Education
The University of Dallas 1986 — 1988
Bob Kirby, CFA's Edward Jones Experience June 1998 - June 2004
Job Director Corporate Healthcare at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings June 2004 - Present
Edward Jones June 1998 - June 2004
Morgan Stanley Smith Barney August 1990 - June 1994
Walgreens July 1981 - August 1990
Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Financial Modeling, Financial Structuring
Education
University of Chicago GSB 1982 — 1989
Master of Business Administration (MBA), Finance, General
University of Illinois at Chicago 1976 — 1981
Bachelor of Science (BS), Pharmacy
Fitch Ratings June 2004 - Present
Edward Jones June 1998 - June 2004
Morgan Stanley Smith Barney August 1990 - June 1994
Walgreens July 1981 - August 1990
Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Financial Modeling, Financial Structuring
Education
University of Chicago GSB 1982 — 1989
Master of Business Administration (MBA), Finance, General
University of Illinois at Chicago 1976 — 1981
Bachelor of Science (BS), Pharmacy
Brian Mimbs's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
CNA Insurance June 2009 - July 2014
Education
The University of Georgia 2004 — 2008
Bachelor's degree, Risk Management and Insurance
Edward Jones July 2014 - Present
CNA Insurance June 2009 - July 2014
Education
The University of Georgia 2004 — 2008
Bachelor's degree, Risk Management and Insurance
Patrick Neel's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones
Industry Military
Experience
Edward Jones December 2013 - Present
Navy Operational Support Center, Chattanooga, TN April 2010 - Present
US Embassy, Singapore February 2007 - February 2010
Helicopter Anti-submarine Squadron TEN September 2004 - January 2007
HCS-4 October 2001 - August 2004
Skills
Executive Management, Executive..., Operations Management, Maintenance Management, Foreign Military Sales, Cultural Diplomacy, Training Leadership, Instructor Development, Military Aviation, Organizational Safety, Project Management, Helicopter Operations, Instrument Rated Pilot, Special Operations
Education
The United States Naval Postgraduate School 1997 — 1999
Master's degree, Business Administration and Management, General
United States Naval Academy 1987 — 1991
Bachelor of Science (BS), Oceanography
Edward Jones December 2013 - Present
Navy Operational Support Center, Chattanooga, TN April 2010 - Present
US Embassy, Singapore February 2007 - February 2010
Helicopter Anti-submarine Squadron TEN September 2004 - January 2007
HCS-4 October 2001 - August 2004
Skills
Executive Management, Executive..., Operations Management, Maintenance Management, Foreign Military Sales, Cultural Diplomacy, Training Leadership, Instructor Development, Military Aviation, Organizational Safety, Project Management, Helicopter Operations, Instrument Rated Pilot, Special Operations
Education
The United States Naval Postgraduate School 1997 — 1999
Master's degree, Business Administration and Management, General
United States Naval Academy 1987 — 1991
Bachelor of Science (BS), Oceanography
Alexandria Bohn's Edward Jones Experience March 2014 - Present
Job Therapeutic Case Manager at KVC Behavioral Healthcare
Industry Mental Health Care
Experience
Edward Jones March 2014 - Present
KVC Behavioral Healthcare May 2013 - March 2014
UMKC Counseling Center August 2012 - May 2013
Kansas City CARE Clinic September 2011 - April 2012
Skills
CBT, Case Management Services, Motivational..., Brief Drug and Alcohol..., Individual Counselling, Intakes, Person Centered Therapy
Education
University of Kansas 2011 — 2013
Master of Social Work (MSW)
University of Missouri-Kansas City 2008 — 2011
BA, Psychology
Edward Jones March 2014 - Present
KVC Behavioral Healthcare May 2013 - March 2014
UMKC Counseling Center August 2012 - May 2013
Kansas City CARE Clinic September 2011 - April 2012
Skills
CBT, Case Management Services, Motivational..., Brief Drug and Alcohol..., Individual Counselling, Intakes, Person Centered Therapy
Education
University of Kansas 2011 — 2013
Master of Social Work (MSW)
University of Missouri-Kansas City 2008 — 2011
BA, Psychology
David Flautt's Edward Jones Experience August 2002 - Present
Job
Industry Financial Services
Experience
Edward Jones August 2002 - Present
Education
The Ohio State University 1981 — 1985
Bachelor of Science (BS), Chemical Engineering
Edward Jones August 2002 - Present
Education
The Ohio State University 1981 — 1985
Bachelor of Science (BS), Chemical Engineering
Brett Holladay's Edward Jones Experience October 1992 - December 1999
Job Owner at Holladay Financial Group
Industry Financial Services
Experience
LPL Financial January 2000 - Present
Edward Jones October 1992 - December 1999
US Army January 1987 - September 1992
Education
Fort Knox Advanced Officer Armor School 1992 — 1992
University of Kansas 1983 — 1987
Bachelor of Science (BS), Business with a minor in Biology
Park Hill High School 1979 — 1983
LPL Financial January 2000 - Present
Edward Jones October 1992 - December 1999
US Army January 1987 - September 1992
Education
Fort Knox Advanced Officer Armor School 1992 — 1992
University of Kansas 1983 — 1987
Bachelor of Science (BS), Business with a minor in Biology
Park Hill High School 1979 — 1983
Susanne V. Cole's Edward Jones Experience March 2008 - Present
Job Administrative Assistant On Call at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Part Time January 1988 - December 1992
The Ohio State University College of Dentistry August 1984 - May 1987
University of Hawaii September 1977 - December 1982
Education
The Ohio State University 1970 — 1976
Master's degree, Health Education
The Ohio State University 1970 — 1974
Certificate, Dental Hygiene/Hygienist
Edward Jones March 2008 - Present
Part Time January 1988 - December 1992
The Ohio State University College of Dentistry August 1984 - May 1987
University of Hawaii September 1977 - December 1982
Education
The Ohio State University 1970 — 1976
Master's degree, Health Education
The Ohio State University 1970 — 1974
Certificate, Dental Hygiene/Hygienist
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation