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)
Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Salaries. You can even request information on how much does Edward Jones pay if you want to. Learn about salaries, pros and cons of working for Edward Jones directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Employees
Employee
Years
Job
Industry
Ian Moravek Ian Moravek's Edward Jones Experience February 2003 - February 2009
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA March 2011 - Present
TD Ameritrade February 2009 - April 2011
Edward Jones February 2003 - February 2009
MasterLink 2001 - 2003
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Retirement, Portfolio Management, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Business, Marketing
USAA March 2011 - Present
TD Ameritrade February 2009 - April 2011
Edward Jones February 2003 - February 2009
MasterLink 2001 - 2003
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Retirement, Portfolio Management, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Business, Marketing
Ryan Barnhill Ryan Barnhill's Edward Jones Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Adieux Cafe February 2013 - May 2014
Monte Vista Firestation May 2010 - May 2013
FedEx Office February 2008 - April 2010
Skills
Customer Service, Coffee, Time Management, Strategic Planning, Microsoft Office, Social Media, Catering, Food, Franchising, Entrepreneurship, Sales, Operations Management, Food Service, Business, Financial Analysis, Business Planning, Restaurants, Team Leadership, Management of Technology, Event Planning, Event Management, Presentations, Learning Quickly, Close Attention to..., Finance, Positive Personality, Bartending, Office Management, Accounts Payable, Accounts Receivable, Financial Modeling, Restaurant Management, Strategic Consulting
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Business Administration (MBA), Operations Management and Supervision, 3.8 GPA
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, 3.7 GPA
Edward Jones June 2014 - Present
Adieux Cafe February 2013 - May 2014
Monte Vista Firestation May 2010 - May 2013
FedEx Office February 2008 - April 2010
Skills
Customer Service, Coffee, Time Management, Strategic Planning, Microsoft Office, Social Media, Catering, Food, Franchising, Entrepreneurship, Sales, Operations Management, Food Service, Business, Financial Analysis, Business Planning, Restaurants, Team Leadership, Management of Technology, Event Planning, Event Management, Presentations, Learning Quickly, Close Attention to..., Finance, Positive Personality, Bartending, Office Management, Accounts Payable, Accounts Receivable, Financial Modeling, Restaurant Management, Strategic Consulting
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Business Administration (MBA), Operations Management and Supervision, 3.8 GPA
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, 3.7 GPA
Travis Thein's Edward Jones Experience August 2010 - May 2011
Job MBA Intern at Sungevity
Industry Higher Education
Experience
UNC Kenan-Flagler July 2014 - Present
Sungevity June 2015 - August 2015
American Century Investments November 2013 - May 2014
Renewable Energy Case Competition (RECC) 2014 - 2014
Consigned Sales 2006 - 2014
American Century Investments July 2012 - November 2013
Cerner Corporation July 2011 - July 2012
The University of Kansas School of Business August 2010 - May 2011
Edward Jones August 2010 - May 2011
Edward Jones June 2010 - August 2010
Skills
Finance, Analysis, Investments, Management, Portfolio Management, Entrepreneurship, Training, Valuation, Bloomberg, Cross-functional Team..., Marketing Strategy, Financial Analysis, Project Planning, Financial Modeling, Retirement Planning, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Kansas 2007 — 2011
Bachelor of Science, Finance, 3.84 Overall
Consortium Institute
UNC Kenan-Flagler July 2014 - Present
Sungevity June 2015 - August 2015
American Century Investments November 2013 - May 2014
Renewable Energy Case Competition (RECC) 2014 - 2014
Consigned Sales 2006 - 2014
American Century Investments July 2012 - November 2013
Cerner Corporation July 2011 - July 2012
The University of Kansas School of Business August 2010 - May 2011
Edward Jones August 2010 - May 2011
Edward Jones June 2010 - August 2010
Skills
Finance, Analysis, Investments, Management, Portfolio Management, Entrepreneurship, Training, Valuation, Bloomberg, Cross-functional Team..., Marketing Strategy, Financial Analysis, Project Planning, Financial Modeling, Retirement Planning, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Kansas 2007 — 2011
Bachelor of Science, Finance, 3.84 Overall
Consortium Institute
Bernadette Pittman Bernadette Pittman's Edward Jones Experience April 2001 - April 2008
Job Staffing Specialist at CareerSource Brevardcontract ending 12/2014. Seeking new opportunity!
Industry Human Resources
Experience
CareerSource Brevard November 2013 - Present
Health First March 2011 - July 2013
University of Florida October 2009 - December 2010
Trinity Lutheran School December 2008 - October 2009
Edward Jones April 2001 - April 2008
B & M Associates January 1999 - January 2001
Seagate Technology September 1998 - January 1999
Samsung Telecommunications America March 1998 - August 1998
Intelligent Software Solutions March 1996 - December 1997
TCI Cablevision February 1994 - February 1996
Skills
Customer Service, Organization, Highly detail oriented, Determined to Succeed, Community Empowerment, Selling Skills, Management, Recruiting, Human Resources, Interviews, Time Management, Sourcing, Customer Satisfaction, CRM, Sales, Coaching, Training, Team Building, Leadership, Employee Relations, Temporary Placement, Leadership Development, Hiring, Organizational..., Onboarding, Employee Training, Resume Writing, Program Management
Education
The University of Texas at Arlington 1996 — 1997
Master of Business Administration (MBA), Marketing - degree not complete due to relocation
The University of Texas at Austin 1983 — 1987
Bachelor's degree, Psychology/Speech
CareerSource Brevard November 2013 - Present
Health First March 2011 - July 2013
University of Florida October 2009 - December 2010
Trinity Lutheran School December 2008 - October 2009
Edward Jones April 2001 - April 2008
B & M Associates January 1999 - January 2001
Seagate Technology September 1998 - January 1999
Samsung Telecommunications America March 1998 - August 1998
Intelligent Software Solutions March 1996 - December 1997
TCI Cablevision February 1994 - February 1996
Skills
Customer Service, Organization, Highly detail oriented, Determined to Succeed, Community Empowerment, Selling Skills, Management, Recruiting, Human Resources, Interviews, Time Management, Sourcing, Customer Satisfaction, CRM, Sales, Coaching, Training, Team Building, Leadership, Employee Relations, Temporary Placement, Leadership Development, Hiring, Organizational..., Onboarding, Employee Training, Resume Writing, Program Management
Education
The University of Texas at Arlington 1996 — 1997
Master of Business Administration (MBA), Marketing - degree not complete due to relocation
The University of Texas at Austin 1983 — 1987
Bachelor's degree, Psychology/Speech
Jonathan Detty Jonathan Detty's Edward Jones Experience 2009 - 2010
Job Independetty Property Management & Real Estate Investments
Industry Real Estate
Experience
Independetty March 2012 - Present
Cohesive Automation, Inc. 2010 - 2012
US Army 2005 - 2012
Edward Jones 2009 - 2010
AlliedBarton Security Services 2002 - 2004
US Army 1998 - 2001
Skills
Project Management, Operations Management, Process Improvement, Team Leadership, Team Building, Adaptability, Risk Management, Risk Assessment, Financial Analysis, Financial Risk, Strategic Planning, Operating Budgets, Capital Budgeting, Visio, Microsoft Office, Series 7, HVAC Controls, Building Automation, Construction Management, Construction Safety, Shop Drawings, Plans, Specs, AutoCAD, Cost Reporting, Contract Management, Subcontracts, Supervision, Hiring, Human Resources, Training, Security
Education
University of Phoenix 2010 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Independetty March 2012 - Present
Cohesive Automation, Inc. 2010 - 2012
US Army 2005 - 2012
Edward Jones 2009 - 2010
AlliedBarton Security Services 2002 - 2004
US Army 1998 - 2001
Skills
Project Management, Operations Management, Process Improvement, Team Leadership, Team Building, Adaptability, Risk Management, Risk Assessment, Financial Analysis, Financial Risk, Strategic Planning, Operating Budgets, Capital Budgeting, Visio, Microsoft Office, Series 7, HVAC Controls, Building Automation, Construction Management, Construction Safety, Shop Drawings, Plans, Specs, AutoCAD, Cost Reporting, Contract Management, Subcontracts, Supervision, Hiring, Human Resources, Training, Security
Education
University of Phoenix 2010 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Kyle Williams Kyle Williams's Edward Jones Experience May 2010 - July 2013
Job Investment Executive with Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities October 2014 - Present
BB&T August 2013 - October 2014
Edward Jones May 2010 - July 2013
Show System Integrators July 2004 - April 2010
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, 401k, Investment Strategies, Asset Allocation
Education
The University of Southern Mississippi 2001 — 2003
Bachelor's, Business & Marketing
Fifth Third Securities October 2014 - Present
BB&T August 2013 - October 2014
Edward Jones May 2010 - July 2013
Show System Integrators July 2004 - April 2010
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, 401k, Investment Strategies, Asset Allocation
Education
The University of Southern Mississippi 2001 — 2003
Bachelor's, Business & Marketing
Aizad Ahmad Aizad Ahmad's Edward Jones Experience January 2005 - October 2005
Job Senior Process Consultant, Lean Six Sigma
Industry Financial Services
Experience
Sun Life Financial February 2015 - Present
Scotiabank September 2012 - January 2015
HAADI Academia & Development, Inc. January 2008 - November 2014
canadian college of business, science and technology September 2009 - August 2012
Scotiabank June 2009 - August 2012
Scotiabank January 2007 - June 2009
RBC Insurance December 2005 - January 2007
Edward Jones January 2005 - October 2005
Haleeb Foods Limited March 2000 - September 2004
Far Eastern Impex Private Limited March 1998 - March 2000
Skills
Quality Assurance, Business Process..., Banking, Leadership, Analysis, Strategic Financial..., Management, Strategic Planning, Training, Food Safety, Product Development, Six Sigma, CRM, Time Management, Food Processing, Process Improvement, Teamwork, Operations Management, Customer Satisfaction, Investments, Budgets, Sales, Market Research, Project Management, Team Leadership, Product Management, Business Planning, Retail Banking, Finance, Risk Management, Personal Finance, Team Management, Data Analysis, Sales Management, Business Analysis, Portfolio Management, Project Planning, Financial Analysis, Change Management, Continuous Improvement, Lean Sigma, Training & Development, International Business, Credit, Financial Services, Software Documentation, Employee Training, Strategy, Real Estate, Commercial Real Estate
Education
University of Agriculture, Faisalabad 1985 — 1989
Bachelor's degree, Agricultural Business and Management
The University of Salford 1995 — 1996
MBA, International Business, Marketing, Corporate Strategy
Ontario College of Technology 2011 — 2011
Certificate, HACCP/GMP/BRC/GFSI/SQF, 80
University of Agriculture, Faisalabad 1989 — 1991
MSc, Food Technology
Sun Life Financial February 2015 - Present
Scotiabank September 2012 - January 2015
HAADI Academia & Development, Inc. January 2008 - November 2014
canadian college of business, science and technology September 2009 - August 2012
Scotiabank June 2009 - August 2012
Scotiabank January 2007 - June 2009
RBC Insurance December 2005 - January 2007
Edward Jones January 2005 - October 2005
Haleeb Foods Limited March 2000 - September 2004
Far Eastern Impex Private Limited March 1998 - March 2000
Skills
Quality Assurance, Business Process..., Banking, Leadership, Analysis, Strategic Financial..., Management, Strategic Planning, Training, Food Safety, Product Development, Six Sigma, CRM, Time Management, Food Processing, Process Improvement, Teamwork, Operations Management, Customer Satisfaction, Investments, Budgets, Sales, Market Research, Project Management, Team Leadership, Product Management, Business Planning, Retail Banking, Finance, Risk Management, Personal Finance, Team Management, Data Analysis, Sales Management, Business Analysis, Portfolio Management, Project Planning, Financial Analysis, Change Management, Continuous Improvement, Lean Sigma, Training & Development, International Business, Credit, Financial Services, Software Documentation, Employee Training, Strategy, Real Estate, Commercial Real Estate
Education
University of Agriculture, Faisalabad 1985 — 1989
Bachelor's degree, Agricultural Business and Management
The University of Salford 1995 — 1996
MBA, International Business, Marketing, Corporate Strategy
Ontario College of Technology 2011 — 2011
Certificate, HACCP/GMP/BRC/GFSI/SQF, 80
University of Agriculture, Faisalabad 1989 — 1991
MSc, Food Technology
JJ Croix CFP® CPA JJ Croix CFP® CPA's Edward Jones Experience April 2000 - November 2003
Job Owner, Croix Financial
Industry Financial Services
Experience
Croix Financial LLC November 2003 - Present
Edward Jones April 2000 - November 2003
Ernst & Young June 1997 - March 2000
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1997
BBA, MPA, Accounting
Croix Financial LLC November 2003 - Present
Edward Jones April 2000 - November 2003
Ernst & Young June 1997 - March 2000
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1997
BBA, MPA, Accounting
Kent F Larson Kent F Larson's Edward Jones Experience June 2001 - December 2002
Job Director of Sales Education at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Brandon Prell Brandon Prell's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Education Management
Experience
Edward Jones July 2014 - Present
Buffalo Hanover Montrose Schools July 2007 - April 2014
Farmington High School March 2002 - July 2007
Skills
Staff Development, Teaching, K-12, Negotiation, Budgeting, Customer Service, Administration, Coaching, Mentoring, Strategic Planning, Public Speaking, Leadership, Personnel Selection, Personnel Supervision, Personnel Evaluation, Inspiring People, School Districts, High School Students, Adolescents, Teaching Reading, Teaching Adults, Classroom, Educational Leadership, Teacher Training, Curriculum Development, Educational Technology, Instructional Technology, Instructional Design, Technology Integration, Curriculum Design, Tutoring, Program Development, Leadership Development, Secondary Education, Teacher Evaluation, 21st Century Skills, Professional Learning..., Training, Nonprofits, Research, Educational Consulting, K-12 Education, Professional..., Differentiated..., Mathematics Education, Classroom Management, Special Education, Professional..., Science Education, Literacy
Education
The University of South Dakota 1994 — 1996
Master's degree, Secondary Education and Teaching, 3.6
University of Minnesota-Duluth 1990 — 1993
Bachelor's Degree, Psychology, 3.4
Edward Jones July 2014 - Present
Buffalo Hanover Montrose Schools July 2007 - April 2014
Farmington High School March 2002 - July 2007
Skills
Staff Development, Teaching, K-12, Negotiation, Budgeting, Customer Service, Administration, Coaching, Mentoring, Strategic Planning, Public Speaking, Leadership, Personnel Selection, Personnel Supervision, Personnel Evaluation, Inspiring People, School Districts, High School Students, Adolescents, Teaching Reading, Teaching Adults, Classroom, Educational Leadership, Teacher Training, Curriculum Development, Educational Technology, Instructional Technology, Instructional Design, Technology Integration, Curriculum Design, Tutoring, Program Development, Leadership Development, Secondary Education, Teacher Evaluation, 21st Century Skills, Professional Learning..., Training, Nonprofits, Research, Educational Consulting, K-12 Education, Professional..., Differentiated..., Mathematics Education, Classroom Management, Special Education, Professional..., Science Education, Literacy
Education
The University of South Dakota 1994 — 1996
Master's degree, Secondary Education and Teaching, 3.6
University of Minnesota-Duluth 1990 — 1993
Bachelor's Degree, Psychology, 3.4
Lisa Tetrault Sonterre Lisa Tetrault Sonterre's Edward Jones Experience January 2009 - December 2013
Job Financial Services Representative at State Farm
Industry Financial Services
Experience
State Farm January 2014 - Present
Edward Jones January 2009 - December 2013
Wells Fargo January 2001 - January 2009
J R Simplot Company August 1994 - November 2000
Skills
Retirement Planning, Investments, Finance, Series 7, Series 63, Mortgage Lending, Retirement, Wealth Accumulation, Fixed Annuities, Mutual Funds, Uniform Combined State..., IRAs, Asset Allocation, Wealth Management, Financial Planning, Financial Advisory, Financial Planners, Disability Insurance, Roth IRA, FINRA, Wealth, Personal Finance, Long-term Care, Customer Service, Financial Services, Leadership, interpersonal..., Team Management, Community, Series 66, IRA's, Annuities, Retirement Income..., Trust Services, Financial Advice, Long Term Care, Insurance Planning, Investment Products, Financial Education, High Net Worth..., Annuity, Property and Casualty..., Health Insurance, Retail Banking, Car Loans, Public Speaking, Insurance, Team Building, Property & Casualty...
Education
The University of North Dakota 1990 — 1993
BA, Communications
Red River High School 1980 — 1982
Diploma, General Studies
State Farm January 2014 - Present
Edward Jones January 2009 - December 2013
Wells Fargo January 2001 - January 2009
J R Simplot Company August 1994 - November 2000
Skills
Retirement Planning, Investments, Finance, Series 7, Series 63, Mortgage Lending, Retirement, Wealth Accumulation, Fixed Annuities, Mutual Funds, Uniform Combined State..., IRAs, Asset Allocation, Wealth Management, Financial Planning, Financial Advisory, Financial Planners, Disability Insurance, Roth IRA, FINRA, Wealth, Personal Finance, Long-term Care, Customer Service, Financial Services, Leadership, interpersonal..., Team Management, Community, Series 66, IRA's, Annuities, Retirement Income..., Trust Services, Financial Advice, Long Term Care, Insurance Planning, Investment Products, Financial Education, High Net Worth..., Annuity, Property and Casualty..., Health Insurance, Retail Banking, Car Loans, Public Speaking, Insurance, Team Building, Property & Casualty...
Education
The University of North Dakota 1990 — 1993
BA, Communications
Red River High School 1980 — 1982
Diploma, General Studies
Derek Altoonian's Edward Jones Experience 2000 - 2005
Job RLMO at Oak Mortgage Group
Industry Financial Services
Experience
Oak Mortgage Group August 2015 - Present
WR Starkey Mortgage July 2014 - January 2015
Movement Mortgage, LLC March 2014 - June 2014
Supreme Lending May 2013 - March 2014
Sherman Bridge Lending November 2011 - May 2013
Supreme Lending July 2011 - November 2011
UniFirst Corporation 2008 - 2011
Cintas 2005 - 2008
Wells Fargo June 2001 - 2005
Edward Jones 2000 - 2005
Skills
Investment Properties, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Marketing, Jumbo Mortgage, Loans, Refinance, NMLS Licensed, Real Estate, Real Estate Financing, Commercial Real Estate, Selling, Marketing, Residential Homes, Condos, Finance, USDA, Management, FHA, Sales
Education
The University of Texas at Arlington - College of Business 2001 — 2005
BBA, Finance and Management
Lamar High School 1997 — 2000
Oak Mortgage Group August 2015 - Present
WR Starkey Mortgage July 2014 - January 2015
Movement Mortgage, LLC March 2014 - June 2014
Supreme Lending May 2013 - March 2014
Sherman Bridge Lending November 2011 - May 2013
Supreme Lending July 2011 - November 2011
UniFirst Corporation 2008 - 2011
Cintas 2005 - 2008
Wells Fargo June 2001 - 2005
Edward Jones 2000 - 2005
Skills
Investment Properties, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Marketing, Jumbo Mortgage, Loans, Refinance, NMLS Licensed, Real Estate, Real Estate Financing, Commercial Real Estate, Selling, Marketing, Residential Homes, Condos, Finance, USDA, Management, FHA, Sales
Education
The University of Texas at Arlington - College of Business 2001 — 2005
BBA, Finance and Management
Lamar High School 1997 — 2000
Steve Lebens Steve Lebens's Edward Jones Experience April 1991 - April 1995
Job CFO Director Wealth Management
Industry Investment Management
Experience
Faith's Lodge July 2014 - Present
Lebens Advisory Group, LLC October 2014 - Present
SS Design April 1995 - Present
Edward Jones April 1991 - April 1995
Skills
Wealth Management, 529 Plans, Rental Real Estate, Marketing, Advertising, Customer Service, Marketing Strategy, Small Business, Trade Shows, Pricing, Management, Brand Development, Direct Mail, Team Building, Marketing Communications, Sales, Social Media Marketing, Leadership, Strategic Planning, Budgets, Event Planning
Education
The University of North Dakota 1987 — 1992
Bachelors, Business Management
Shakopee High School 1985 — 1987
Faith's Lodge July 2014 - Present
Lebens Advisory Group, LLC October 2014 - Present
SS Design April 1995 - Present
Edward Jones April 1991 - April 1995
Skills
Wealth Management, 529 Plans, Rental Real Estate, Marketing, Advertising, Customer Service, Marketing Strategy, Small Business, Trade Shows, Pricing, Management, Brand Development, Direct Mail, Team Building, Marketing Communications, Sales, Social Media Marketing, Leadership, Strategic Planning, Budgets, Event Planning
Education
The University of North Dakota 1987 — 1992
Bachelors, Business Management
Shakopee High School 1985 — 1987
Kennon Weaver's Edward Jones Experience May 2011 - April 2013
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2013
Edward Jones May 2011 - April 2013
Fidelity Investments January 2008 - May 2011
Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's
Education
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Wells Fargo Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2013
Edward Jones May 2011 - April 2013
Fidelity Investments January 2008 - May 2011
Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's
Education
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Rebecca Holland Rebecca Holland's Edward Jones Experience October 2007 - August 2010
Job Affiliate Broker at EXIT Realty of the South
Industry Real Estate
Experience
EXIT Realty of the South 2012 - Present
Edward Jones October 2007 - August 2010
Skills
Real Estate, Customer Experience, Customer Satisfaction, Strategic Negotiations, Competitive Market..., Competitive Analysis, Buyer Representation, Customer Service, First Time Home Buyers, Investment Properties, New Home Sales, Selling, Social Media, Single Family Homes
Education
Harpeth High School
The University of Tennessee at Chattanooga
EXIT Realty of the South 2012 - Present
Edward Jones October 2007 - August 2010
Skills
Real Estate, Customer Experience, Customer Satisfaction, Strategic Negotiations, Competitive Market..., Competitive Analysis, Buyer Representation, Customer Service, First Time Home Buyers, Investment Properties, New Home Sales, Selling, Social Media, Single Family Homes
Education
Harpeth High School
The University of Tennessee at Chattanooga
Dustin Scobey Dustin Scobey's Edward Jones Experience July 2009 - November 2011
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2012 - Present
MetLife December 2011 - November 2012
Edward Jones July 2009 - November 2011
Fidelity Investments May 2007 - July 2009
Wachovia Securities Financial Network March 2005 - May 2007
Skills
Retirement, Strategic Financial..., Mutual Funds, 401k, Portfolio Management, Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Accumulation, Wealth Management, Investment Strategies, Financial Advisory, Financial Analysis, Insurance, Asset Managment, Alternative Investments, Variable Products, Financial Goals, Qualified Retirement...
Education
The University of Memphis 2001 — 2003
Master of Business Administration (MBA), MBA
The University of Memphis 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Principal Financial Group December 2012 - Present
MetLife December 2011 - November 2012
Edward Jones July 2009 - November 2011
Fidelity Investments May 2007 - July 2009
Wachovia Securities Financial Network March 2005 - May 2007
Skills
Retirement, Strategic Financial..., Mutual Funds, 401k, Portfolio Management, Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Accumulation, Wealth Management, Investment Strategies, Financial Advisory, Financial Analysis, Insurance, Asset Managment, Alternative Investments, Variable Products, Financial Goals, Qualified Retirement...
Education
The University of Memphis 2001 — 2003
Master of Business Administration (MBA), MBA
The University of Memphis 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Lauren Trahan's Edward Jones Experience July 2009 - August 2011
Job Marketing Promotions Manager at Motel Time Productions
Industry Entertainment
Experience
Motel Time Productions October 2014 - Present
Teo Gelato, Espresso, and Bella Vita April 2013 - Present
Aetheric, Co. May 2014 - October 2014
Entercom January 2013 - May 2013
Motorola Mobility May 2011 - August 2011
Edward Jones July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, JIRA, Compass, AssisPro, Social Media, Social Media Marketing, Event Planning, Customer Service, Microsoft Office, Data Analysis, Public Speaking, Social Networking, Time Management, WiX, Adobe Creative Suite
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing with minor in Music Business
Universidad Pontificia Comillas 2013 — 2013
Bachelor of Business Administration (BBA) Exchange, Fall 2013
Motel Time Productions October 2014 - Present
Teo Gelato, Espresso, and Bella Vita April 2013 - Present
Aetheric, Co. May 2014 - October 2014
Entercom January 2013 - May 2013
Motorola Mobility May 2011 - August 2011
Edward Jones July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, JIRA, Compass, AssisPro, Social Media, Social Media Marketing, Event Planning, Customer Service, Microsoft Office, Data Analysis, Public Speaking, Social Networking, Time Management, WiX, Adobe Creative Suite
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing with minor in Music Business
Universidad Pontificia Comillas 2013 — 2013
Bachelor of Business Administration (BBA) Exchange, Fall 2013
Patrick Nygaard Patrick Nygaard's Edward Jones Experience Business Banking OfficerUnison BankJanuary 2007 - January 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Business Banking OfficerUnison BankJanuary 2007 - January 2011
Skills
Saving for Education
Education
The University of North Dakota 1999 — 2003
Edward Jones Business Banking OfficerUnison BankJanuary 2007 - January 2011
Skills
Saving for Education
Education
The University of North Dakota 1999 — 2003
Kelly Welker Kelly Welker's Edward Jones Experience July 1998 - October 2001
Job NFLPA Financial Advisor | Retirement Income Planner | Asset Manager | LPL Financial Advisor | Wealth Manager
Industry Financial Services
Experience
NFL Players Association December 2013 - Present
Renaissance Wealth Management Group of Texas January 2007 - Present
Raymond James Financial Inc. October 2001 - January 2007
Edward Jones July 1998 - October 2001
American Funds 1995 - 1998
Skills
MBA, Chartered Retirement..., Series 24, Series 7, Series 63, Series 51, TX State Variable Life..., TX State Investment..., Retirement Income..., Independent Finanical..., Political Action..., Wealth Management..., Estate Planning, Customer Service, Securities, Investments, Retirement Planning, Asset Allocation, Investment Strategies, IRAs, Wealth, Alternative Investments, Investment Management, High Net Worth..., Asset Management, Portfolio Management, Life Insurance, Personal Finance, Pensions, Equities, Personal Financial..., Long Term Care Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Retirement, Strategic Financial..., Financial Services, FINRA, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CRCP designation from the FINRA Institute at Wharton, Compliance for Financial Industry
Webster University 1997 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General, Dean's List
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Marketing, Dean's List
The University of Texas at Austin 1982 — 1984
none, Advertising
NFL Players Association December 2013 - Present
Renaissance Wealth Management Group of Texas January 2007 - Present
Raymond James Financial Inc. October 2001 - January 2007
Edward Jones July 1998 - October 2001
American Funds 1995 - 1998
Skills
MBA, Chartered Retirement..., Series 24, Series 7, Series 63, Series 51, TX State Variable Life..., TX State Investment..., Retirement Income..., Independent Finanical..., Political Action..., Wealth Management..., Estate Planning, Customer Service, Securities, Investments, Retirement Planning, Asset Allocation, Investment Strategies, IRAs, Wealth, Alternative Investments, Investment Management, High Net Worth..., Asset Management, Portfolio Management, Life Insurance, Personal Finance, Pensions, Equities, Personal Financial..., Long Term Care Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Retirement, Strategic Financial..., Financial Services, FINRA, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CRCP designation from the FINRA Institute at Wharton, Compliance for Financial Industry
Webster University 1997 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General, Dean's List
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Marketing, Dean's List
The University of Texas at Austin 1982 — 1984
none, Advertising
Justin Nordhausen Justin Nordhausen's Edward Jones Experience October 2009 - September 2011
Job Director of Business DevelopmentSignal 88
Industry Security and Investigations
Experience
Signal 88 Security of Austin November 2012 - Present
Chase Investment Services Corp. October 2011 - July 2012
Edward Jones October 2009 - September 2011
Jimmy Jacobs Custom Homes June 2008 - December 2009
Coldwell Banker United February 2002 - June 2008
Motorola April 1999 - February 2002
Search Unlimited January 1999 - December 1999
EDP Contract Services January 1998 - January 1999
Tandem Computers January 1997 - January 1998
Skills
Negotiation, Real Estate, Sales, Leadership, Recruiting, Marketing, New Business Development, Sourcing, Program Management, Security, Cold Calling, Strategic Planning, Business Strategy, Retention Strategies, Contract Negotiation, Public Speaking, Sales Operations
Education
The University of Texas at Austin 1991 — 1995
BA, Sociology
Signal 88 Security of Austin November 2012 - Present
Chase Investment Services Corp. October 2011 - July 2012
Edward Jones October 2009 - September 2011
Jimmy Jacobs Custom Homes June 2008 - December 2009
Coldwell Banker United February 2002 - June 2008
Motorola April 1999 - February 2002
Search Unlimited January 1999 - December 1999
EDP Contract Services January 1998 - January 1999
Tandem Computers January 1997 - January 1998
Skills
Negotiation, Real Estate, Sales, Leadership, Recruiting, Marketing, New Business Development, Sourcing, Program Management, Security, Cold Calling, Strategic Planning, Business Strategy, Retention Strategies, Contract Negotiation, Public Speaking, Sales Operations
Education
The University of Texas at Austin 1991 — 1995
BA, Sociology
Chad Dowlen Chad Dowlen's Edward Jones Experience March 2006 - February 2007
Job Dell Channel Sales Leader
Industry Computer Hardware
Experience
Dell May 2015 - Present
Dell November 2011 - Present
Dell July 2003 - November 2011
Edward Jones March 2006 - February 2007
Dell July 2003 - March 2006
Skills
Negotiation, Analytical Skills, People Development, Salesforce.com, Solution Selling, Direct Sales, Account Management, Sales Process, Channel Partners, Storage, Cloud Computing, Sales Management, Management, Storage Area Networks, Virtualization, Leadership, B2B, Selling, Data Center, Sales
Education
The University of Tennessee at Chattanooga 1999 — 2003
Business Administration, Marketing
Dell May 2015 - Present
Dell November 2011 - Present
Dell July 2003 - November 2011
Edward Jones March 2006 - February 2007
Dell July 2003 - March 2006
Skills
Negotiation, Analytical Skills, People Development, Salesforce.com, Solution Selling, Direct Sales, Account Management, Sales Process, Channel Partners, Storage, Cloud Computing, Sales Management, Management, Storage Area Networks, Virtualization, Leadership, B2B, Selling, Data Center, Sales
Education
The University of Tennessee at Chattanooga 1999 — 2003
Business Administration, Marketing
Chad Huson Chad Huson's Edward Jones Experience December 2000 - December 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2000 - December 2013
Emerson Process Management 1998 - 2000
Skills
Series 7, Series 63, Stocks, Asset Management, Bonds, Financial Advisory, 401k, Series 65
Education
The University of North Dakota 1990 — 1995
BS EE, Electrical Engineering
Grand Rapids High School, Minnesota 1988 — 1990
Wells Fargo Advisors December 2013 - Present
Edward Jones December 2000 - December 2013
Emerson Process Management 1998 - 2000
Skills
Series 7, Series 63, Stocks, Asset Management, Bonds, Financial Advisory, 401k, Series 65
Education
The University of North Dakota 1990 — 1995
BS EE, Electrical Engineering
Grand Rapids High School, Minnesota 1988 — 1990
Ben Cavazos Ben Cavazos's Edward Jones Experience September 2000 - June 2001
Job Trader, First Vice President at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2001 - Present
Edward Jones September 2000 - June 2001
J.C. Bradford & Company April 1999 - September 2000
Skills
Series 7, Series 24, Series 55, Series 63, Equities, Securities, Preferred Stock, Hybrid Preferreds, Closed-End Funds, ETFs, Bonds, Bloomberg, Sungard Valdi OMS, Sungard BRASS OMS, Trading, Trading Systems
Education
The University of Tennessee at Chattanooga 1993 — 1998
B.S. Finance, B.A. Economics
Raymond James Financial Inc. June 2001 - Present
Edward Jones September 2000 - June 2001
J.C. Bradford & Company April 1999 - September 2000
Skills
Series 7, Series 24, Series 55, Series 63, Equities, Securities, Preferred Stock, Hybrid Preferreds, Closed-End Funds, ETFs, Bonds, Bloomberg, Sungard Valdi OMS, Sungard BRASS OMS, Trading, Trading Systems
Education
The University of Tennessee at Chattanooga 1993 — 1998
B.S. Finance, B.A. Economics
Ken York Ken York's Edward Jones Experience May 2009 - July 2013
Job Franchise Owner/Financial Advisor of York & Associates, LLC., Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
YORK & ASSOCIATES of Ameriprise Financial Services, Inc. July 2013 - Present
Edward Jones May 2009 - July 2013
United States Air Force June 2002 - June 2009
Education
University of Maryland University College 2005 — 2010
Bachelors, Business Administration and Management, General
Community College of the Air Force 2002 — 2005
Associate's degree, Logistics Management
The University of Tennessee at Chattanooga 1999 — 2001
YORK & ASSOCIATES of Ameriprise Financial Services, Inc. July 2013 - Present
Edward Jones May 2009 - July 2013
United States Air Force June 2002 - June 2009
Education
University of Maryland University College 2005 — 2010
Bachelors, Business Administration and Management, General
Community College of the Air Force 2002 — 2005
Associate's degree, Logistics Management
The University of Tennessee at Chattanooga 1999 — 2001
Jaime Holland Jaime Holland's Edward Jones Experience May 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
Edward Jones May 2002 - Present
Skills
Retirement Planning, Retirement Plan..., Estate Considerations, 401(k)s, Business Retirement..., Roth IRA, Traditional IRA, Annuities, Estate and Trust..., Common Stocks, Long Term Care Insurance, Permanent Life Insurance, Mutual Funds, Fixed Income Investments, Fiancial Calculators
Education
The University of Texas at Arlington 2006 — 2008
Bachelors of Science, Economics
The University of Texas at Arlington 1994 — 1998
Bachelor of Science in Economics, Economics
Edward Jones May 2002 - Present
Edward Jones May 2002 - Present
Skills
Retirement Planning, Retirement Plan..., Estate Considerations, 401(k)s, Business Retirement..., Roth IRA, Traditional IRA, Annuities, Estate and Trust..., Common Stocks, Long Term Care Insurance, Permanent Life Insurance, Mutual Funds, Fixed Income Investments, Fiancial Calculators
Education
The University of Texas at Arlington 2006 — 2008
Bachelors of Science, Economics
The University of Texas at Arlington 1994 — 1998
Bachelor of Science in Economics, Economics
Amy Tullis Vinson Amy Tullis Vinson's Edward Jones Experience April 2009 - September 2011
Job Assistant Director of Graduate Career Management at Baylor University
Industry Staffing and Recruiting
Experience
Baylor University August 2014 - Present
Play It Again Sports - Dothan, AL June 2010 - August 2014
Crunch Fitness - Dallas February 2014 - May 2014
Dothan Education Foundation May 2013 - April 2014
Edward Jones April 2009 - September 2011
Movie Gallery May 1999 - March 2009
Movie Gallery January 1996 - May 1999
Movie Gallery November 1994 - January 1996
Express I Airlines (dba Northwest Airlink) 1992 - 1994
Camelot Music 1990 - 1994
Education
University of Southern Mississippi 1988 — 1992
BA, Liberal Arts (English major)
Paul G. Blazer High School 1984 — 1988
Baylor University August 2014 - Present
Play It Again Sports - Dothan, AL June 2010 - August 2014
Crunch Fitness - Dallas February 2014 - May 2014
Dothan Education Foundation May 2013 - April 2014
Edward Jones April 2009 - September 2011
Movie Gallery May 1999 - March 2009
Movie Gallery January 1996 - May 1999
Movie Gallery November 1994 - January 1996
Express I Airlines (dba Northwest Airlink) 1992 - 1994
Camelot Music 1990 - 1994
Education
University of Southern Mississippi 1988 — 1992
BA, Liberal Arts (English major)
Paul G. Blazer High School 1984 — 1988
Breanna Smith Breanna Smith's Edward Jones Experience January 2010 - April 2010
Job Marketing Specialist at North Star Community Credit Union
Industry Marketing and Advertising
Experience
North Star Community Credit Union April 2013 - Present
Keller Williams Roers Realty February 2012 - Present
Gold's Gym February 2012 - Present
IDEA Center July 2011 - July 2012
Agency MABU April 2011 - August 2011
KK Bold August 2010 - April 2011
Downtown Business Association of Bismarck 2010 - 2011
Edward Jones January 2010 - April 2010
Skills
Marketing, Graphic Design, Marketing Communications, Digital Marketing, Real Estate, Residential Homes, Yoga, Tai Chi, Pilates, Media Relations, Media Buying, Media Planning, Social Media Marketing, Online Marketing, Social Media, Marketing Strategy, Photoshop, Advertising, SEO, Online Advertising
Education
The University of North Dakota 2003 — 2007
BS, Marketing and Management
North Star Community Credit Union April 2013 - Present
Keller Williams Roers Realty February 2012 - Present
Gold's Gym February 2012 - Present
IDEA Center July 2011 - July 2012
Agency MABU April 2011 - August 2011
KK Bold August 2010 - April 2011
Downtown Business Association of Bismarck 2010 - 2011
Edward Jones January 2010 - April 2010
Skills
Marketing, Graphic Design, Marketing Communications, Digital Marketing, Real Estate, Residential Homes, Yoga, Tai Chi, Pilates, Media Relations, Media Buying, Media Planning, Social Media Marketing, Online Marketing, Social Media, Marketing Strategy, Photoshop, Advertising, SEO, Online Advertising
Education
The University of North Dakota 2003 — 2007
BS, Marketing and Management
Clayton Boone, CFA, CIMA's Edward Jones Experience June 2007 - November 2007
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2014 - Present
Fidelity Investments May 2011 - May 2014
Fidelity Investments January 2010 - May 2011
Fidelity Investments October 2008 - January 2010
JPMorgan Chase November 2007 - September 2008
Edward Jones June 2007 - November 2007
Skills
MPI Stylus Pro, Coates Analytics, Morningstar Direct, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Capital Markets, Series 7, Series 63, Alternative Investments, Investment Strategies, ETFs, FINRA, Uniform Combined State..., Investment Advisory, Asset Management, Investment Management, Wealth Management, Hedge Funds, Financial Services, Wealth Management...
Education
The University of Texas at Arlington
B.B.A., Finance
Wharton Executive Education
Certified Investment Management Analyst
Dimensional Fund Advisors June 2014 - Present
Fidelity Investments May 2011 - May 2014
Fidelity Investments January 2010 - May 2011
Fidelity Investments October 2008 - January 2010
JPMorgan Chase November 2007 - September 2008
Edward Jones June 2007 - November 2007
Skills
MPI Stylus Pro, Coates Analytics, Morningstar Direct, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Capital Markets, Series 7, Series 63, Alternative Investments, Investment Strategies, ETFs, FINRA, Uniform Combined State..., Investment Advisory, Asset Management, Investment Management, Wealth Management, Hedge Funds, Financial Services, Wealth Management...
Education
The University of Texas at Arlington
B.B.A., Finance
Wharton Executive Education
Certified Investment Management Analyst
Timothy Ziola Timothy Ziola's Edward Jones Experience March 2003 - March 2011
Job Vice President, Branch Manager, Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
RBC Wealth Management 2011 - 2014
Edward Jones March 2003 - March 2011
Skills
Finance, Management, Wealth, Series 7, Strategic Financial..., Retirement Planning, Annuity Sales, Risk Management, Cash Management, Options Strategies, Estate Planning, Multi-generational..., Financial Planning, Fixed Annuities, Investments, Life Insurance, Portfolio Management, Retirement, Wealth Management
Education
Bellevue University 2001 — 2002
Bachelor's degree, Finance, General
The University of Texas at Arlington 1999 — 2000
Raymond James Financial Inc. September 2014 - Present
RBC Wealth Management 2011 - 2014
Edward Jones March 2003 - March 2011
Skills
Finance, Management, Wealth, Series 7, Strategic Financial..., Retirement Planning, Annuity Sales, Risk Management, Cash Management, Options Strategies, Estate Planning, Multi-generational..., Financial Planning, Fixed Annuities, Investments, Life Insurance, Portfolio Management, Retirement, Wealth Management
Education
Bellevue University 2001 — 2002
Bachelor's degree, Finance, General
The University of Texas at Arlington 1999 — 2000
Justin Wooley Justin Wooley's Edward Jones Experience February 2008 - August 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2014 - Present
Edward Jones February 2008 - August 2014
InterConnect Wiring 2006 - 2007
Coldwell Banker Real Estate 2002 - 2003
Coldwell Banker Real Estate 2002 - 2003
Skills
Investments, Finance, Retirement Planning, Insurance, Retirement, Fixed Annuities, Mutual Funds, IRAs, Securities, 401k, Life Insurance, Long-term Care, Asset Allocation, Financial Services, Asset Managment
Education
The University of Texas at Arlington 2005 — 2006
Communications, Public Relations
College for Financial Planning
Western hills high school
Wells Fargo Advisors, LLC August 2014 - Present
Edward Jones February 2008 - August 2014
InterConnect Wiring 2006 - 2007
Coldwell Banker Real Estate 2002 - 2003
Coldwell Banker Real Estate 2002 - 2003
Skills
Investments, Finance, Retirement Planning, Insurance, Retirement, Fixed Annuities, Mutual Funds, IRAs, Securities, 401k, Life Insurance, Long-term Care, Asset Allocation, Financial Services, Asset Managment
Education
The University of Texas at Arlington 2005 — 2006
Communications, Public Relations
College for Financial Planning
Western hills high school
Scott Omlid Scott Omlid's Edward Jones Experience September 1996 - December 1998
Job Chief Financial Officer at White Earth Reservation Tribal Council
Industry Accounting
Experience
White Earth Reservation Tribal Council July 2012 - Present
Minneapolis Club June 2004 - July 2011
Kanabec Hospital September 2002 - February 2004
Jackson Medical Center September 2001 - September 2002
CUNA Mutual Group March 1999 - July 2001
Edward Jones September 1996 - December 1998
Mercy Medical Center May 1988 - May 1996
Zine Hoover & Voller CPA's September 1981 - May 1988
Skills
Strategic Planning, Cost Reduction, Inventory Management, Vendor Relations, Team Leadership, Procurement, Budgeting, Internal Controls, Expense Controls, Cost/Benefit Analysis, Financial Reporting, Financial Statements, AP/AR, General Ledger, Payroll, Budgets, Cost Benefit, Expenses, Leadership, Management, Strategy, Forecasting, Accounts Receivable, Management Consulting, Insurance, Finance, Access, Vendor Management, Time Management, Cross-functional Team..., Human Resources, Auditing, Negotiation, Strategic Financial..., Employee Benefits, Risk Management, Cash Flow, Executive Management, Financial Analysis, Process Improvement, Internal Audit, Accounting
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Business
The University of North Dakota 1974 — 1979
BSBA, Accounting
White Earth Reservation Tribal Council July 2012 - Present
Minneapolis Club June 2004 - July 2011
Kanabec Hospital September 2002 - February 2004
Jackson Medical Center September 2001 - September 2002
CUNA Mutual Group March 1999 - July 2001
Edward Jones September 1996 - December 1998
Mercy Medical Center May 1988 - May 1996
Zine Hoover & Voller CPA's September 1981 - May 1988
Skills
Strategic Planning, Cost Reduction, Inventory Management, Vendor Relations, Team Leadership, Procurement, Budgeting, Internal Controls, Expense Controls, Cost/Benefit Analysis, Financial Reporting, Financial Statements, AP/AR, General Ledger, Payroll, Budgets, Cost Benefit, Expenses, Leadership, Management, Strategy, Forecasting, Accounts Receivable, Management Consulting, Insurance, Finance, Access, Vendor Management, Time Management, Cross-functional Team..., Human Resources, Auditing, Negotiation, Strategic Financial..., Employee Benefits, Risk Management, Cash Flow, Executive Management, Financial Analysis, Process Improvement, Internal Audit, Accounting
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Business
The University of North Dakota 1974 — 1979
BSBA, Accounting
Michael Zaun Michael Zaun's Edward Jones Experience January 2010 - December 2011
Job Edward Jones, retired
Industry Financial Services
Experience
Superstition Mountain Home Owners Association March 2015 - Present
Junior Achievement of Arizona February 2012 - Present
Edward Jones January 2010 - December 2011
Edward Jones September 2000 - December 2009
Edward Jones January 1997 - August 2000
Edward Jones November 1984 - August 2000
Skills
Finance, Series 63, Securities, Recruiting, Series 7, Leadership, Investments, Investment Advisory, Investment Strategies, IRAs, Fixed Annuities, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Financial Advisory
Education
Wharton School, University of Pennsylvania 2004 — 2006
Securities Industry Institute, Financial Services Industry
The University of North Dakota 1981 — 1983
Bachelors, Management
Valley City State University 1979 — 1980
Associates, Industrial Technology
Superstition Mountain Home Owners Association March 2015 - Present
Junior Achievement of Arizona February 2012 - Present
Edward Jones January 2010 - December 2011
Edward Jones September 2000 - December 2009
Edward Jones January 1997 - August 2000
Edward Jones November 1984 - August 2000
Skills
Finance, Series 63, Securities, Recruiting, Series 7, Leadership, Investments, Investment Advisory, Investment Strategies, IRAs, Fixed Annuities, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Financial Advisory
Education
Wharton School, University of Pennsylvania 2004 — 2006
Securities Industry Institute, Financial Services Industry
The University of North Dakota 1981 — 1983
Bachelors, Management
Valley City State University 1979 — 1980
Associates, Industrial Technology
Dennis Tenery Dennis Tenery's Edward Jones Experience January 2009 - July 2010
Job Mortgage Banker at Vinings Mortgage
Industry Financial Services
Experience
Vinings Mortgage July 2014 - Present
1st Georgia Home Mortgage 2012 - June 2014
Edward Jones January 2009 - July 2010
Resource One Mortgage, Inc. October 1994 - January 2009
Skills
Investments, Series 7, Fixed Annuities, Long-term Care, Insurance, Asset Allocation, Wealth, Strategic Financial..., Retirement, Mortgage Lending, Residential Mortgages
Education
The University of Texas at Arlington 1971 — 1976
Bachelor of Business Administration (B.B.A.), Marketing
Vinings Mortgage July 2014 - Present
1st Georgia Home Mortgage 2012 - June 2014
Edward Jones January 2009 - July 2010
Resource One Mortgage, Inc. October 1994 - January 2009
Skills
Investments, Series 7, Fixed Annuities, Long-term Care, Insurance, Asset Allocation, Wealth, Strategic Financial..., Retirement, Mortgage Lending, Residential Mortgages
Education
The University of Texas at Arlington 1971 — 1976
Bachelor of Business Administration (B.B.A.), Marketing
Joseph Tracy Wyatt Joseph Tracy Wyatt's Edward Jones Experience July 2001 - November 2003
Job Process Improvement
Industry Logistics and Supply Chain
Experience
Amazon September 2014 - Present
Amazon November 2013 - September 2014
AXA Advisors, LLC July 2007 - October 2013
BancorpSouth Investment Services, Inc. October 2004 - July 2007
Investment Professionals, Inc. November 2003 - October 2004
Edward Jones July 2001 - November 2003
Skills
Budgeting, Customer Relations, Customer Service, Leadership, Marketing, Team Building, Management, Finance, Insurance, Fixed Annuities, Investments, Strategic Planning, Life Insurance, Sales, Budgets, Public Speaking, Small Business
Education
Volunteer State Community College 2015 — 2015
Logistics, Materials, and Supply Chain Management
The University of Memphis 1991 — 1993
Master, Business Administration
University of Tennessee 1985 — 1990
Bachelor of Science, Industrial Engineering
Lebanon High School 1981 — 1985
High School Diploma
Amazon September 2014 - Present
Amazon November 2013 - September 2014
AXA Advisors, LLC July 2007 - October 2013
BancorpSouth Investment Services, Inc. October 2004 - July 2007
Investment Professionals, Inc. November 2003 - October 2004
Edward Jones July 2001 - November 2003
Skills
Budgeting, Customer Relations, Customer Service, Leadership, Marketing, Team Building, Management, Finance, Insurance, Fixed Annuities, Investments, Strategic Planning, Life Insurance, Sales, Budgets, Public Speaking, Small Business
Education
Volunteer State Community College 2015 — 2015
Logistics, Materials, and Supply Chain Management
The University of Memphis 1991 — 1993
Master, Business Administration
University of Tennessee 1985 — 1990
Bachelor of Science, Industrial Engineering
Lebanon High School 1981 — 1985
High School Diploma
Kim Grabovsky, ACC Kim Grabovsky, ACC's Edward Jones Experience July 2015 - Present
Job Coach who empowers others for maximum impact
Industry Professional Training & Coaching
Experience
Edward Jones July 2015 - Present
MyCoachKim June 2008 - Present
Edward Jones October 2012 - July 2015
Wachovia June 2004 - May 2008
Countrywide June 1999 - May 2004
Skills
Coaching, Leadership Development, Team Building, Public Speaking, Personal Development, Career Development..., Group Facilitation, Microsoft Office, MBTI Certified, Entrepreneurship, MBTI, Organizational..., Facilitators, Facilitation, Workshop Facilitation, Strategic Planning, Training, Executive Coaching, Career Counseling, Conflict Resolution, Program Development, Performance Management, Resume Writing, Leadership, Employee Training, Recruiting, Emotional Intelligence, Career Development, Sales, Time Management, Motivational Speaking
Education
Coach University 2007 — 2011
The University of Texas at Austin 1994 — 1999
BA, Psychology
Edward Jones July 2015 - Present
MyCoachKim June 2008 - Present
Edward Jones October 2012 - July 2015
Wachovia June 2004 - May 2008
Countrywide June 1999 - May 2004
Skills
Coaching, Leadership Development, Team Building, Public Speaking, Personal Development, Career Development..., Group Facilitation, Microsoft Office, MBTI Certified, Entrepreneurship, MBTI, Organizational..., Facilitators, Facilitation, Workshop Facilitation, Strategic Planning, Training, Executive Coaching, Career Counseling, Conflict Resolution, Program Development, Performance Management, Resume Writing, Leadership, Employee Training, Recruiting, Emotional Intelligence, Career Development, Sales, Time Management, Motivational Speaking
Education
Coach University 2007 — 2011
The University of Texas at Austin 1994 — 1999
BA, Psychology
Jason Oehlke's Edward Jones Experience March 2013 - May 2014
Job Business Banking Officer at Choice Financial Group
Industry Banking
Experience
Choice Financial Group May 2014 - Present
Edward Jones March 2013 - May 2014
Gate City Bank April 2011 - March 2013
Skills
Consumer Lending, First Time Home Buyers, Lines Of Credit, Credit Analysis, Small Business Lending, Commercial Banking, Government Loans, Commercial Lending, Finance, Reverse Mortgages, Referrals, Home Equity Loans, Certified Mortgage..., Underwriting, Commercial Mortgages, Investments, Home Equity Lines of..., Mortgage Underwriting, Construction Loans
Education
The University of North Dakota 2001 — 2004
Finance and Management
Choice Financial Group May 2014 - Present
Edward Jones March 2013 - May 2014
Gate City Bank April 2011 - March 2013
Skills
Consumer Lending, First Time Home Buyers, Lines Of Credit, Credit Analysis, Small Business Lending, Commercial Banking, Government Loans, Commercial Lending, Finance, Reverse Mortgages, Referrals, Home Equity Loans, Certified Mortgage..., Underwriting, Commercial Mortgages, Investments, Home Equity Lines of..., Mortgage Underwriting, Construction Loans
Education
The University of North Dakota 2001 — 2004
Finance and Management
Cait O'Brien Cait O'Brien's Edward Jones Experience January 2015 - Present
Job retirement specialist at Principal Financial Group
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Principal Financial Group June 2014 - Present
Janus Capital Group June 2011 - April 2014
Jolie Studios September 2008 - July 2010
Shari Dixon, Inc April 2008 - September 2008
Wells Fargo CCG March 2006 - March 2007
Skills
Series 6, Series 63, Adobe Creative Suite, 10 Key, Phone Etiquette, Microsoft Office, Avaya Technologies, Customer Service, Long-term Customer...
Education
The University of Memphis 2007 — 2010
3 years completed, Art/Art Studies, General, 3.0
Abraham Lincoln High School 2002 — 2004
High School, 3.0
Edward Jones January 2015 - Present
Principal Financial Group June 2014 - Present
Janus Capital Group June 2011 - April 2014
Jolie Studios September 2008 - July 2010
Shari Dixon, Inc April 2008 - September 2008
Wells Fargo CCG March 2006 - March 2007
Skills
Series 6, Series 63, Adobe Creative Suite, 10 Key, Phone Etiquette, Microsoft Office, Avaya Technologies, Customer Service, Long-term Customer...
Education
The University of Memphis 2007 — 2010
3 years completed, Art/Art Studies, General, 3.0
Abraham Lincoln High School 2002 — 2004
High School, 3.0
Ken Gardiner Ken Gardiner's Edward Jones Experience February 2004 - Present
Job
Industry Financial Services
Experience
Edward Jones February 2004 - Present
FedEx Express October 1977 - November 2003
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, 401k, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds, Common Stocks, Portfolio and...
Education
The University of Memphis 1975 — 1980
Bachelor of Arts (BA), English Language and Literature/Letters
Edward Jones February 2004 - Present
FedEx Express October 1977 - November 2003
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, 401k, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds, Common Stocks, Portfolio and...
Education
The University of Memphis 1975 — 1980
Bachelor of Arts (BA), English Language and Literature/Letters
David Bonnes, CFP® David Bonnes, CFP®'s Edward Jones Experience April 2003 - May 2004
Job Financial Representative
Industry Financial Services
Experience
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Jennifer Mitchell Jennifer Mitchell's Edward Jones Experience February 2012 - October 2012
Job HR Coordinator at Maxim Healthcare Services
Industry Human Resources
Experience
Maxim Healthcare Services June 2014 - Present
Lakeside Behavioral Health Systems July 2012 - June 2014
Edward Jones February 2012 - October 2012
J. Alexander's Restaurant October 2006 - February 2012
Skills
Outlook, Excel, Word, PowerPoint, Payroll, Management, Customer Service, Sales, Microsoft Office, Data Entry, Time Management, Office Administration, HRIS, Employee Tracking, Onboarding, Leadership, Maintaining Employee..., Employee Training, Human Resources, Employee Relations, Cold Calling, Interviews, Training, Microsoft Word, Microsoft Excel
Education
The University of Memphis 2004 — 2010
Bachelor, Business Administration
Maxim Healthcare Services June 2014 - Present
Lakeside Behavioral Health Systems July 2012 - June 2014
Edward Jones February 2012 - October 2012
J. Alexander's Restaurant October 2006 - February 2012
Skills
Outlook, Excel, Word, PowerPoint, Payroll, Management, Customer Service, Sales, Microsoft Office, Data Entry, Time Management, Office Administration, HRIS, Employee Tracking, Onboarding, Leadership, Maintaining Employee..., Employee Training, Human Resources, Employee Relations, Cold Calling, Interviews, Training, Microsoft Word, Microsoft Excel
Education
The University of Memphis 2004 — 2010
Bachelor, Business Administration
David Ochadlik's Edward Jones Experience 2001 - 2003
Job Special Projects at AeroParts Manufacturing and Repair, Inc.
Industry Aviation & Aerospace
Experience
AeroParts Manufacturing and Repair, Inc. March 2014 - Present
AeroParts Manufacturing and Repair, Inc. December 2011 - February 2014
Persuadable Research Corporation 2010 - 2011
Akcent International House 2009 - 2010
Applied Technology Associates 2008 - 2009
Goodrich 2005 - 2007
AeroParts Manufacturing and Repair, Inc. 2003 - 2005
Edward Jones 2001 - 2003
IBM Global Services 2000 - 2001
NASA 1992 - 1994
Skills
Market Research, Survey Design, Survey Development, Analysis, Process Improvement, Integration, Problem Solving, Project Management, Six Sigma, Exit Surveys, Access, ERP, Project Planning, MS Project, Leadership, Business Development, Procurement, CRM, Software Development, Data Analysis, Team Building, Continuous Improvement, Engineering, Manufacturing, Lean Manufacturing, Contract Management, Program Management, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2000
MBA, General Management
Villanova University 1971 — 1979
BME, Mechanical Engineering
AeroParts Manufacturing and Repair, Inc. March 2014 - Present
AeroParts Manufacturing and Repair, Inc. December 2011 - February 2014
Persuadable Research Corporation 2010 - 2011
Akcent International House 2009 - 2010
Applied Technology Associates 2008 - 2009
Goodrich 2005 - 2007
AeroParts Manufacturing and Repair, Inc. 2003 - 2005
Edward Jones 2001 - 2003
IBM Global Services 2000 - 2001
NASA 1992 - 1994
Skills
Market Research, Survey Design, Survey Development, Analysis, Process Improvement, Integration, Problem Solving, Project Management, Six Sigma, Exit Surveys, Access, ERP, Project Planning, MS Project, Leadership, Business Development, Procurement, CRM, Software Development, Data Analysis, Team Building, Continuous Improvement, Engineering, Manufacturing, Lean Manufacturing, Contract Management, Program Management, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2000
MBA, General Management
Villanova University 1971 — 1979
BME, Mechanical Engineering
Cory Gaetz's Edward Jones Experience October 2006 - October 2007
Job IT Architect at Alberta Health Services
Industry Hospital & Health Care
Experience
Alberta Health Services October 2011 - Present
Shaw Communications January 2008 - October 2011
Edward Jones October 2006 - October 2007
Syncrude Canada Ltd February 2002 - February 2006
Kintana June 2000 - October 2001
Skills
Business Analysis, Disaster Recovery, Enterprise Architecture, High Availability..., System Architecture, Business Continuity, Unix, Process Improvement, Integration, Solaris, Data Center, Enterprise Software, Servers
Education
The University of Lethbridge 1995 — 2000
BSc., Computer Science
Alberta Health Services October 2011 - Present
Shaw Communications January 2008 - October 2011
Edward Jones October 2006 - October 2007
Syncrude Canada Ltd February 2002 - February 2006
Kintana June 2000 - October 2001
Skills
Business Analysis, Disaster Recovery, Enterprise Architecture, High Availability..., System Architecture, Business Continuity, Unix, Process Improvement, Integration, Solaris, Data Center, Enterprise Software, Servers
Education
The University of Lethbridge 1995 — 2000
BSc., Computer Science
Garrett Story Garrett Story's Edward Jones Experience January 2008 - October 2008
Job Auditor at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services July 2011 - Present
Morgan Keegan August 2009 - December 2009
Shoemaker Financial March 2009 - August 2009
Edward Jones January 2008 - October 2008
Memphis Motorsports Park 2006 - 2008
Skills
Auditing, MIS, Audit, IT Audit, Finance, Management, Process Improvement, Financial Analysis, Internal Audit, Financial Reporting, Access, Accounting, Budgets, Business Analysis, Teamwork, Microsoft Office
Education
The University of Memphis 2010 — 2011
MSBA, Management Information Systems
The University of Memphis 2001 — 2006
B.A., Sports Management
FedEx Services July 2011 - Present
Morgan Keegan August 2009 - December 2009
Shoemaker Financial March 2009 - August 2009
Edward Jones January 2008 - October 2008
Memphis Motorsports Park 2006 - 2008
Skills
Auditing, MIS, Audit, IT Audit, Finance, Management, Process Improvement, Financial Analysis, Internal Audit, Financial Reporting, Access, Accounting, Budgets, Business Analysis, Teamwork, Microsoft Office
Education
The University of Memphis 2010 — 2011
MSBA, Management Information Systems
The University of Memphis 2001 — 2006
B.A., Sports Management
Brad Spicer Brad Spicer's Edward Jones Experience August 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones April 2015 - Present
Spicer Rudstrom, PLLC August 2011 - April 2015
Skills
Legal Research, Litigation, Civil Litigation, Courts, Legal Writing, Personal Injury, Commercial Litigation, Trial Practice, Appeals, Trials, Westlaw, Product Liability, Torts, Legal Issues, Mediation
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
J.D./M.B.A.
University of Kentucky 2004 — 2008
B.A., Economics
Edward Jones August 2015 - Present
Edward Jones April 2015 - Present
Spicer Rudstrom, PLLC August 2011 - April 2015
Skills
Legal Research, Litigation, Civil Litigation, Courts, Legal Writing, Personal Injury, Commercial Litigation, Trial Practice, Appeals, Trials, Westlaw, Product Liability, Torts, Legal Issues, Mediation
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
J.D./M.B.A.
University of Kentucky 2004 — 2008
B.A., Economics
Rebecca Hemmer Rebecca Hemmer's Edward Jones Experience April 2015 - Present
Job Team Leader Leadership Development at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Sprint February 2014 - March 2015
Sprint September 2011 - January 2014
Insperity July 2005 - August 2011
Trailblazer Health Enterprise May 2004 - July 2005
The University of North Texas March 2000 - May 2004
The Parenting Center 1996 - 2000
Skills
Leadership Development, Needs Analysis, Organizational..., Succession Planning, Talent Management, Organizational..., Training, Leadership, Change Management, Staff Development, Consulting, Management, HR Consulting, Personnel Management, Executive Coaching, Human Resources, Program Management, Interviews, Workforce Planning, Employee Training, Recruiting, Performance Improvement, Deferred Compensation, Organizational Design, New Hire Orientations, Strategy, Instructional Design, Training Delivery, Benefits Administration, Coaching, Career Development, Workshop Facilitation, Talent Acquisition, Conflict Resolution
Education
University of North Texas 2001 — 2003
Masters of Science, Training and Development
The University of Memphis 1985 — 1989
B.A., Psychology
Edward Jones April 2015 - Present
Sprint February 2014 - March 2015
Sprint September 2011 - January 2014
Insperity July 2005 - August 2011
Trailblazer Health Enterprise May 2004 - July 2005
The University of North Texas March 2000 - May 2004
The Parenting Center 1996 - 2000
Skills
Leadership Development, Needs Analysis, Organizational..., Succession Planning, Talent Management, Organizational..., Training, Leadership, Change Management, Staff Development, Consulting, Management, HR Consulting, Personnel Management, Executive Coaching, Human Resources, Program Management, Interviews, Workforce Planning, Employee Training, Recruiting, Performance Improvement, Deferred Compensation, Organizational Design, New Hire Orientations, Strategy, Instructional Design, Training Delivery, Benefits Administration, Coaching, Career Development, Workshop Facilitation, Talent Acquisition, Conflict Resolution
Education
University of North Texas 2001 — 2003
Masters of Science, Training and Development
The University of Memphis 1985 — 1989
B.A., Psychology
Nickolas Lebo Nickolas Lebo's Edward Jones Experience May 2007 - August 2007
Job Head Wrestling Coach, Varsity Defensive Coordinator, CTE Department Chair, & Business Education Teacher at Austin ISD
Industry Education Management
Experience
Austin Independent School District August 2011 - Present
For the City Network January 2011 - August 2011
T Bar M Camps May 2009 - August 2010
The University of Texas at Austin December 2008 - March 2010
Houston Astros May 2008 - August 2008
Edward Jones May 2007 - August 2007
Skills
Coaching, Football, Wrestling, Business Education, Microsoft Office, History, ESL, Special Education, Health, Physical Education, Classroom Management, Differentiated..., Sports Coaching, Leadership, Instructional Technology, Teaching
Education
The University of Texas at Austin 2009 — 2011
Master of Education (M.Ed.), Sport Management
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Science (B.S.), Sport Management
Austin Independent School District August 2011 - Present
For the City Network January 2011 - August 2011
T Bar M Camps May 2009 - August 2010
The University of Texas at Austin December 2008 - March 2010
Houston Astros May 2008 - August 2008
Edward Jones May 2007 - August 2007
Skills
Coaching, Football, Wrestling, Business Education, Microsoft Office, History, ESL, Special Education, Health, Physical Education, Classroom Management, Differentiated..., Sports Coaching, Leadership, Instructional Technology, Teaching
Education
The University of Texas at Austin 2009 — 2011
Master of Education (M.Ed.), Sport Management
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Science (B.S.), Sport Management
Brandon Tisdale Brandon Tisdale's Edward Jones Experience 2006 - 2007
Job Sales/Lease Representative at Toyota of Hattiesburg
Industry Automotive
Experience
Toyota of Hattiesburg January 2008 - Present
Edward Jones 2006 - 2007
Lowe's Home Improvement 2002 - 2006
Skills
Automotive, Customer Satisfaction, Vehicles, Sales Process, Sales Management, B2B, Sales, Account Management, Inventory Management, Negotiation, New Business Development, Product Development, Customer Service, Team Building, Business Strategy
Education
University of Southern Mississippi
Toyota of Hattiesburg January 2008 - Present
Edward Jones 2006 - 2007
Lowe's Home Improvement 2002 - 2006
Skills
Automotive, Customer Satisfaction, Vehicles, Sales Process, Sales Management, B2B, Sales, Account Management, Inventory Management, Negotiation, New Business Development, Product Development, Customer Service, Team Building, Business Strategy
Education
University of Southern Mississippi
Jason Naas Jason Naas's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
The University of North Dakota
Bachelor's degree, Investments
Edward Jones
Education
The University of North Dakota
Bachelor's degree, Investments
Andrew Chan Andrew Chan's Edward Jones Experience May 2001 - May 2007
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2007 - Present
Edward Jones May 2001 - May 2007
HSBC Bank of Canada January 1990 - January 1998
Skills
Wealth Management, Banking, Financial Planners, Strategic Financial..., Estate Planning, Financial Advisory, Investments, Financial Planning
Education
The University of Salford 1981 — 1984
B.Sc (Hons), Business and Administration
Highbury College of Technology 1979 — 1981
Ordinary National Diploma, Technology
BMO Nesbitt Burns May 2007 - Present
Edward Jones May 2001 - May 2007
HSBC Bank of Canada January 1990 - January 1998
Skills
Wealth Management, Banking, Financial Planners, Strategic Financial..., Estate Planning, Financial Advisory, Investments, Financial Planning
Education
The University of Salford 1981 — 1984
B.Sc (Hons), Business and Administration
Highbury College of Technology 1979 — 1981
Ordinary National Diploma, Technology
Amy Pirtle's Edward Jones Experience September 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Tennessee Funfest, Inc. 2006 - Present
Farm Bureau Insurance of Tennessee August 2003 - August 2011
American Supply Co. LLC January 1997 - August 2003
Skills
Accounting, Accounts Payable, Customer Service, Employee Benefits, Event Planning, Fundraising, Human Resources, Marketing, Microsoft Office, Non-profits, Nonprofits, Office Management, Payroll, Team Building, Volunteer Management
Education
The University of Memphis 2006 — 2010
BA, History
Edward Jones September 2011 - Present
Tennessee Funfest, Inc. 2006 - Present
Farm Bureau Insurance of Tennessee August 2003 - August 2011
American Supply Co. LLC January 1997 - August 2003
Skills
Accounting, Accounts Payable, Customer Service, Employee Benefits, Event Planning, Fundraising, Human Resources, Marketing, Microsoft Office, Non-profits, Nonprofits, Office Management, Payroll, Team Building, Volunteer Management
Education
The University of Memphis 2006 — 2010
BA, History
Brady Clark Brady Clark's Edward Jones Experience July 2009 - October 2010
Job Project Leader, Special Projects at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance February 2012 - March 2015
Self Employed October 2010 - February 2011
Edward Jones July 2009 - October 2010
Safeco Insurance October 2000 - July 2009
Skills
Property & Casualty..., Financial Analysis, Program Management, Insurance, Employee Benefits, Finance, General Insurance, Commercial Insurance, Management, Risk Management, Process Improvement, Customer Service, Business Analysis, Leadership, Business Continuity
Education
The University of North Dakota
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance February 2012 - March 2015
Self Employed October 2010 - February 2011
Edward Jones July 2009 - October 2010
Safeco Insurance October 2000 - July 2009
Skills
Property & Casualty..., Financial Analysis, Program Management, Insurance, Employee Benefits, Finance, General Insurance, Commercial Insurance, Management, Risk Management, Process Improvement, Customer Service, Business Analysis, Leadership, Business Continuity
Education
The University of North Dakota
Gregory Ketel Gregory Ketel's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Education
The University of South Dakota 1979 — 1983
BS /MBA, Accounting
Edward Jones October 2013 - Present
Education
The University of South Dakota 1979 — 1983
BS /MBA, Accounting
Scott Marsh Scott Marsh's Edward Jones Experience 1989 - 1991
Job Principal at FIVER improving product, brand value & profit
Industry Sports
Experience
FIVER December 2013 - Present
Portland Children's Museum 2013 - Present
Meriwether Group 2012 - 2014
Genityte 2010 - 2012
adidas 2000 - 2010
Sun Mountain Sports 1991 - 2000
Edward Jones 1989 - 1991
Skills
Brand Development, Go-to-market Strategy, Strategy, Brand Management, Product Marketing, Action Sports, Youth Culture, New Business Development, Merchandising, Kicking Ass, Marketing Strategy, Competitive Analysis, Product Development, Marketing, Cross-functional Team..., Leadership, Sales, Mergers & Acquisitions, Consumer Products, Sports Marketing, Entrepreneurship, Retail, Sales Operations, Creative Direction, International Business, Operations Management, Creative Strategy, Outdoors, Consumer Insight, P&L Responsibility, Commercialization, Work Life Balance, P&L Management, Motorsports, Youth Marketing, Collaboration Building, Management
Education
The University of Montana - School of Business Administration
MBA
University of Missouri-Columbia
Bachelor of Science
FIVER December 2013 - Present
Portland Children's Museum 2013 - Present
Meriwether Group 2012 - 2014
Genityte 2010 - 2012
adidas 2000 - 2010
Sun Mountain Sports 1991 - 2000
Edward Jones 1989 - 1991
Skills
Brand Development, Go-to-market Strategy, Strategy, Brand Management, Product Marketing, Action Sports, Youth Culture, New Business Development, Merchandising, Kicking Ass, Marketing Strategy, Competitive Analysis, Product Development, Marketing, Cross-functional Team..., Leadership, Sales, Mergers & Acquisitions, Consumer Products, Sports Marketing, Entrepreneurship, Retail, Sales Operations, Creative Direction, International Business, Operations Management, Creative Strategy, Outdoors, Consumer Insight, P&L Responsibility, Commercialization, Work Life Balance, P&L Management, Motorsports, Youth Marketing, Collaboration Building, Management
Education
The University of Montana - School of Business Administration
MBA
University of Missouri-Columbia
Bachelor of Science
Lou Johnson,CFP® / CTFA Lou Johnson,CFP® / CTFA's Edward Jones Experience December 2000 - March 2003
Job SVP Trust Manager at American National Bank of Texas
Industry Financial Services
Experience
American National Bank of Texas April 2003 - Present
Edward Jones December 2000 - March 2003
Johnson & Johnson CPAs June 1991 - December 2000
Skills
Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Trust Services, Cash Management, Corporate Trustee..., Trust Management, Estate Tax Planning, Estate Administration, Asset Managment, Investment Management, Retirement Planning, Securities, Insurance, Asset Management
Education
The University of Texas at Arlington 1992 — 1994
BBA, Accounting
L C Anderson High School
9 - 12
American National Bank of Texas April 2003 - Present
Edward Jones December 2000 - March 2003
Johnson & Johnson CPAs June 1991 - December 2000
Skills
Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Trust Services, Cash Management, Corporate Trustee..., Trust Management, Estate Tax Planning, Estate Administration, Asset Managment, Investment Management, Retirement Planning, Securities, Insurance, Asset Management
Education
The University of Texas at Arlington 1992 — 1994
BBA, Accounting
L C Anderson High School
9 - 12
Ken Bird Ken Bird's Edward Jones Experience August 2002 - January 2005
Job Realtor at Century 21
Industry Real Estate
Experience
Century 21 January 2013 - Present
American Credit Acceptance April 2012 - January 2013
Ally Financial Inc. March 2011 - April 2012
National Auto Acceptance July 2010 - March 2011
Wolters Kluwer (App One Inc.) April 2007 - July 2010
Marquette Consumer Finance February 2005 - April 2007
Edward Jones August 2002 - January 2005
Citigroup/TranSouth Financial July 1991 - July 2002
Skills
Credit Analysis, Consumer Lending, Management, Customer Retention, Product Marketing, Credit, Underwriting, Loans, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Risk Management, Financial Services, Relationship Management, Finance, Investments, Banking, Asset Managment, Commercial Lending, Analysis, Asset Management, Financial Risk, Training
Education
The University of Texas at Arlington 1985 — 1990
BBA, Finance
Richland High School 1982 — 1985
Century 21 January 2013 - Present
American Credit Acceptance April 2012 - January 2013
Ally Financial Inc. March 2011 - April 2012
National Auto Acceptance July 2010 - March 2011
Wolters Kluwer (App One Inc.) April 2007 - July 2010
Marquette Consumer Finance February 2005 - April 2007
Edward Jones August 2002 - January 2005
Citigroup/TranSouth Financial July 1991 - July 2002
Skills
Credit Analysis, Consumer Lending, Management, Customer Retention, Product Marketing, Credit, Underwriting, Loans, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Risk Management, Financial Services, Relationship Management, Finance, Investments, Banking, Asset Managment, Commercial Lending, Analysis, Asset Management, Financial Risk, Training
Education
The University of Texas at Arlington 1985 — 1990
BBA, Finance
Richland High School 1982 — 1985
David Meserve David Meserve's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Austin Pets Alive! June 2013 - August 2013
Skills
Finance, Investments, Strategy, Retirement
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Edward Jones December 2014 - Present
Austin Pets Alive! June 2013 - August 2013
Skills
Finance, Investments, Strategy, Retirement
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Brandon Hodges Brandon Hodges's Edward Jones Experience February 2010 - October 2010
Job Associate Agent, The James Agency
Industry Financial Services
Experience
The James Agency June 2012 - Present
Raanes Capital Advisors November 2010 - May 2011
Edward Jones February 2010 - October 2010
Skills
Retirement Planning, 401k Rollovers, Fixed Annuities, Retirement, Investments
Education
The University of Southern Mississippi 2007 — 2009
BS, Finance
The James Agency June 2012 - Present
Raanes Capital Advisors November 2010 - May 2011
Edward Jones February 2010 - October 2010
Skills
Retirement Planning, 401k Rollovers, Fixed Annuities, Retirement, Investments
Education
The University of Southern Mississippi 2007 — 2009
BS, Finance
Casey Welsh Casey Welsh's Edward Jones Experience December 2010 - October 2012
Job Experienced Technical Writer, Trainer, Business Analyst
Industry Computer Software
Experience
Trinity Hospital August 2015 - Present
P2 Energy Solutions February 2014 - July 2014
P2 Energy Solutions June 2013 - February 2014
The Reynolds and Reynolds Company September 2012 - May 2013
Edward Jones December 2010 - October 2012
University of Maryland University College March 2008 - September 2010
University of Maryland University College October 2006 - March 2008
Permaloc Security Devices, Inc September 2005 - October 2006
St. John’s College March 2004 - August 2005
TriMark Gill Marketing August 2003 - March 2004
Skills
Training, Customer Service, Higher Education, Human Resources, Technical Writing, Public Speaking, Management, Data Analysis, Software Documentation, Leadership, Research, Marketing, Troubleshooting, Data Entry, Event Planning, Staff Development, Community Outreach, Microsoft Office, Teaching, Student Affairs, Nonprofits, Leadership Development, PowerPoint, Editing, Databases, Microsoft Excel, Fundraising, Curriculum Development, Non-profits, Team Building, Windows 7, Analysis, Outlook, Microsoft Word, PeopleSoft, System Administration, Team Leadership, Instructional Design, Social Networking, RoboHelp, HTML, SQL, SharePoint, TFS, SnagIt
Education
The University of North Dakota 2015 — 2017
Master’s Degree, Instructional Design and Technology
University of Maryland 2005 — 2006
Bachelor of Arts, English Language and Literature
Trinity Hospital August 2015 - Present
P2 Energy Solutions February 2014 - July 2014
P2 Energy Solutions June 2013 - February 2014
The Reynolds and Reynolds Company September 2012 - May 2013
Edward Jones December 2010 - October 2012
University of Maryland University College March 2008 - September 2010
University of Maryland University College October 2006 - March 2008
Permaloc Security Devices, Inc September 2005 - October 2006
St. John’s College March 2004 - August 2005
TriMark Gill Marketing August 2003 - March 2004
Skills
Training, Customer Service, Higher Education, Human Resources, Technical Writing, Public Speaking, Management, Data Analysis, Software Documentation, Leadership, Research, Marketing, Troubleshooting, Data Entry, Event Planning, Staff Development, Community Outreach, Microsoft Office, Teaching, Student Affairs, Nonprofits, Leadership Development, PowerPoint, Editing, Databases, Microsoft Excel, Fundraising, Curriculum Development, Non-profits, Team Building, Windows 7, Analysis, Outlook, Microsoft Word, PeopleSoft, System Administration, Team Leadership, Instructional Design, Social Networking, RoboHelp, HTML, SQL, SharePoint, TFS, SnagIt
Education
The University of North Dakota 2015 — 2017
Master’s Degree, Instructional Design and Technology
University of Maryland 2005 — 2006
Bachelor of Arts, English Language and Literature
Annice Jones's Edward Jones Experience September 2005 - July 2011
Job Estate & Trust Administration
Industry Legal Services
Experience
Mason Zoccola Law Firm, PLLC July 2011 - Present
Edward Jones September 2005 - July 2011
ClubCorp February 1993 - September 2005
Skills
Notary Public, Event Management, Event Planning, Hospitality, Meeting Planning, Litigation Support, Time Management, Estate Law, Office Management, File Management, Document Review, Filing, Legal Assistance, Legal Research, Legal Writing, Confidentiality, Administrative..., Customer Service, Leadership, Estate Planning, Trusts, Sales, Marketing, Strategic Planning
Education
The University of Memphis 1989 — 1993
B.A., Psychology
Mason Zoccola Law Firm, PLLC July 2011 - Present
Edward Jones September 2005 - July 2011
ClubCorp February 1993 - September 2005
Skills
Notary Public, Event Management, Event Planning, Hospitality, Meeting Planning, Litigation Support, Time Management, Estate Law, Office Management, File Management, Document Review, Filing, Legal Assistance, Legal Research, Legal Writing, Confidentiality, Administrative..., Customer Service, Leadership, Estate Planning, Trusts, Sales, Marketing, Strategic Planning
Education
The University of Memphis 1989 — 1993
B.A., Psychology
Maureen Hyde's Edward Jones Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2014 - Present
BCMS Corporate June 2014 - November 2014
Enterprise Holdings Inc. August 2012 - June 2014
Enterprise Holdings Inc. October 2011 - August 2012
Enterprise Holdings Inc. October 2010 - October 2011
State Farm Insurance Agency August 2008 - August 2010
The Shorthorn February 2008 - May 2008
Skills
Management, Marketing, Purchasing, Procurement, Business Planning, Sales, Customer Service, Leadership, Salesforce.com, Marketing Communications, Email Marketing, Microsoft Excel, Microsoft Office, Financial Accounting, Budgets, Outlook, Data Analysis, Financial Analysis, Account Reconciliation, PowerPoint, Team Leadership, Team Building, Inventory Management
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2010
Marketing, Business Administration and Management, General
Edward Jones November 2014 - Present
BCMS Corporate June 2014 - November 2014
Enterprise Holdings Inc. August 2012 - June 2014
Enterprise Holdings Inc. October 2011 - August 2012
Enterprise Holdings Inc. October 2010 - October 2011
State Farm Insurance Agency August 2008 - August 2010
The Shorthorn February 2008 - May 2008
Skills
Management, Marketing, Purchasing, Procurement, Business Planning, Sales, Customer Service, Leadership, Salesforce.com, Marketing Communications, Email Marketing, Microsoft Excel, Microsoft Office, Financial Accounting, Budgets, Outlook, Data Analysis, Financial Analysis, Account Reconciliation, PowerPoint, Team Leadership, Team Building, Inventory Management
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2010
Marketing, Business Administration and Management, General
Thomas Rassas Thomas Rassas's Edward Jones Experience February 2009 - May 2009
Job Looking to buy or sell your home? Contact me!
Industry Real Estate
Experience
Pilkerton Realtors October 2013 - Present
Auto Owners Insurance February 2013 - February 2015
Jackson National Life November 2010 - February 2013
Regions Mortgage September 2010 - November 2010
DSM April 2010 - September 2010
Wells Fargo Financial August 2009 - April 2010
Edward Jones February 2009 - May 2009
C.H. Robinson Worldwide, Inc. October 2008 - February 2009
Skills
Human Resources, Fixed Annuities, Customer Service, Sales, Financial Analysis, Microsoft Office, Credit, Microsoft Excel, Account Management, PowerPoint, Marketing, Finance, Microsoft Word, Sales Management, Process Improvement, Leadership, Strategic Financial..., Outlook, Team Building, Real Estate, Retail, Insurance, Market Research, Mortgage Lending, Loans, Management, Time Management
Education
The University of Memphis 2005 — 2009
BS, Business Management
Pilkerton Realtors October 2013 - Present
Auto Owners Insurance February 2013 - February 2015
Jackson National Life November 2010 - February 2013
Regions Mortgage September 2010 - November 2010
DSM April 2010 - September 2010
Wells Fargo Financial August 2009 - April 2010
Edward Jones February 2009 - May 2009
C.H. Robinson Worldwide, Inc. October 2008 - February 2009
Skills
Human Resources, Fixed Annuities, Customer Service, Sales, Financial Analysis, Microsoft Office, Credit, Microsoft Excel, Account Management, PowerPoint, Marketing, Finance, Microsoft Word, Sales Management, Process Improvement, Leadership, Strategic Financial..., Outlook, Team Building, Real Estate, Retail, Insurance, Market Research, Mortgage Lending, Loans, Management, Time Management
Education
The University of Memphis 2005 — 2009
BS, Business Management
Angel Gonzales Angel Gonzales's Edward Jones Experience 2000 - 2001
Job Radio Personality at 93.1 KISS
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Townsquare Media December 2011 - Present
JPMorgan Chase June 2010 - February 2012
Old Mutual Bermuda January 2007 - March 2009
Chase August 2001 - September 2007
Edward Jones 2000 - 2001
Z Spanish Media 1997 - 1998
Skills
Investments, Insurance, Equities, Consultative Selling, Customer Relations, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Series 63, Financial Services, Asset Management
Education
The University of Texas at Arlington 1995 — 1998
BBA, Finance
The University of Texas at El Paso 1989 — 1994
BBA, Finance
Charles Schwab February 2015 - Present
Townsquare Media December 2011 - Present
JPMorgan Chase June 2010 - February 2012
Old Mutual Bermuda January 2007 - March 2009
Chase August 2001 - September 2007
Edward Jones 2000 - 2001
Z Spanish Media 1997 - 1998
Skills
Investments, Insurance, Equities, Consultative Selling, Customer Relations, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Series 63, Financial Services, Asset Management
Education
The University of Texas at Arlington 1995 — 1998
BBA, Finance
The University of Texas at El Paso 1989 — 1994
BBA, Finance
Braprut Sawatwipachai Braprut Sawatwipachai's Edward Jones Experience April 2013 - May 2015
Job Field Supervision Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - May 2015
Edward Jones May 2007 - April 2013
Edward Jones December 2005 - May 2006
Novartis 2003 - 2005
Pharmacia 2001 - 2003
Roche 2000 - 2001
Merck 1994 - 1996
Skills
Retirement Planning, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of Tennessee at Chattanooga 1996 — 1998
Master of Business Administration (MBA), Marketing
Mahidol University 1986 — 1991
Bachelor or Science, Pharmacy
Edward Jones April 2013 - May 2015
Edward Jones May 2007 - April 2013
Edward Jones December 2005 - May 2006
Novartis 2003 - 2005
Pharmacia 2001 - 2003
Roche 2000 - 2001
Merck 1994 - 1996
Skills
Retirement Planning, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of Tennessee at Chattanooga 1996 — 1998
Master of Business Administration (MBA), Marketing
Mahidol University 1986 — 1991
Bachelor or Science, Pharmacy
Brynn Rinehart Brynn Rinehart's Edward Jones Experience March 2004 - June 2007
Job Contact Manager at Senior Advisor
Industry Consumer Services
Experience
Senior Advisor May 2013 - Present
Bazaarvoice August 2012 - April 2013
Univision January 2011 - January 2012
Austin Independent School District December 2009 - January 2011
Helio September 2007 - May 2008
Edward Jones March 2004 - June 2007
Skills
Photoshop, Illustrator, HTML, Access, Microsoft Excel, Microsoft Office, Marketing, Customer Service
Education
The University of Texas at Austin 1998 — 2003
Bachelors of Science, Communication and Media Studies
Senior Advisor May 2013 - Present
Bazaarvoice August 2012 - April 2013
Univision January 2011 - January 2012
Austin Independent School District December 2009 - January 2011
Helio September 2007 - May 2008
Edward Jones March 2004 - June 2007
Skills
Photoshop, Illustrator, HTML, Access, Microsoft Excel, Microsoft Office, Marketing, Customer Service
Education
The University of Texas at Austin 1998 — 2003
Bachelors of Science, Communication and Media Studies
Russ McKelvey's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Mack Pest Control May 2008 - December 2014
Pepi Sports November 2006 - April 2008
Riverwak Wine & Spirits November 2006 - April 2008
Skills
Sales, Customer Service, Communication, Finance
Education
The University of Memphis 2013 — 2014
Bachelor of Professional Studies, Organizational Leadership
Edward Jones December 2014 - Present
Mack Pest Control May 2008 - December 2014
Pepi Sports November 2006 - April 2008
Riverwak Wine & Spirits November 2006 - April 2008
Skills
Sales, Customer Service, Communication, Finance
Education
The University of Memphis 2013 — 2014
Bachelor of Professional Studies, Organizational Leadership
Don Loeb Don Loeb's Edward Jones Experience 1986 - 2003
Job financial advisor
Industry Financial Services
Experience
Self-employed 1986 - Present
Edward Jones 1986 - 2003
Education
The University of South Dakota 1961 — 1965
Bachelor's Degree, Accounting and Finance
Self-employed 1986 - Present
Edward Jones 1986 - 2003
Education
The University of South Dakota 1961 — 1965
Bachelor's Degree, Accounting and Finance
Don Gross Don Gross's Edward Jones Experience December 1988 - December 1990
Job United Nations Federal Credit Union
Industry Financial Services
Experience
UNFCU December 2014 - Present
Wakefield Advisors February 2014 - December 2014
Nationwide Financial October 2007 - August 2012
Allstate January 1999 - May 2004
KeyCorp May 1992 - June 1998
Putnam Investments January 1991 - May 1992
Edward Jones December 1988 - December 1990
Education
The University of South Dakota 1985 — 1988
Bachelor of Science (B.S.), Economics
UNFCU December 2014 - Present
Wakefield Advisors February 2014 - December 2014
Nationwide Financial October 2007 - August 2012
Allstate January 1999 - May 2004
KeyCorp May 1992 - June 1998
Putnam Investments January 1991 - May 1992
Edward Jones December 1988 - December 1990
Education
The University of South Dakota 1985 — 1988
Bachelor of Science (B.S.), Economics
Ben Bajak Ben Bajak's Edward Jones Experience June 2002 - June 2005
Job Account Executive at Voluntary Benefit Advisors
Industry Insurance
Experience
Keller Williams Realty, Inc. April 2014 - Present
Ben Bajak Travel January 2011 - September 2014
Edward Jones June 2002 - June 2005
Vail Resorts August 1994 - December 2001
Skills
Customer Service, Hospitality, Sales, Event Management, Hotels, Budgets, Tourism, Event Planning, Team Building, Leisure, Social Media, Hospitality Management, Investments, Financial Advisory, Entrepreneurship
Education
University of Denver 1998 — 2000
MBA
The University of Texas at Austin 1980 — 1984
BA, Economics Geography
Keller Williams Realty, Inc. April 2014 - Present
Ben Bajak Travel January 2011 - September 2014
Edward Jones June 2002 - June 2005
Vail Resorts August 1994 - December 2001
Skills
Customer Service, Hospitality, Sales, Event Management, Hotels, Budgets, Tourism, Event Planning, Team Building, Leisure, Social Media, Hospitality Management, Investments, Financial Advisory, Entrepreneurship
Education
University of Denver 1998 — 2000
MBA
The University of Texas at Austin 1980 — 1984
BA, Economics Geography
Aaron Lindman's Edward Jones Experience August 2011 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2011 - Present
KSFY Television May 1998 - August 2011
Skills
Broadcast, Television, Problem Solving, Newspaper, Radio
Education
The University of North Dakota 1994 — 1998
Atmospheric Sciences, Meteorology, Math, and Physics
The University of North Dakota 1994 — 1998
Bachelor of Science, Meteorological Studies
Edward Jones August 2011 - Present
KSFY Television May 1998 - August 2011
Skills
Broadcast, Television, Problem Solving, Newspaper, Radio
Education
The University of North Dakota 1994 — 1998
Atmospheric Sciences, Meteorology, Math, and Physics
The University of North Dakota 1994 — 1998
Bachelor of Science, Meteorological Studies
Ida Mahorsky Ida Mahorsky's Edward Jones Experience January 2014 - Present
Job Branch Office Administrator Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
WebCE, Inc. January 2011 - June 2013
Grande Communications Networks LLC May 2000 - October 2005
Farmers Insurance Group of Companies 1995 - 2000
Skills
Marketing, Analysis, Training, Customer Service, Property & Casualty..., Insurance, Financial Services, Client Relations Skills, Client Retention..., Life Insurance, Management, Call Centers
Education
The University of Texas at Austin
Bachelor of Arts (BA), Business/Managerial Economics
Edward Jones January 2014 - Present
WebCE, Inc. January 2011 - June 2013
Grande Communications Networks LLC May 2000 - October 2005
Farmers Insurance Group of Companies 1995 - 2000
Skills
Marketing, Analysis, Training, Customer Service, Property & Casualty..., Insurance, Financial Services, Client Relations Skills, Client Retention..., Life Insurance, Management, Call Centers
Education
The University of Texas at Austin
Bachelor of Arts (BA), Business/Managerial Economics
Alan Krockover Alan Krockover's Edward Jones Experience August 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2000 - Present
The Associates 1992 - 2000
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts, Government
Round Rock HS 1982 — 1986
Edward Jones August 2000 - Present
The Associates 1992 - 2000
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts, Government
Round Rock HS 1982 — 1986
Paul Matatall Paul Matatall's Edward Jones Experience April 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Edward Jones August 2006 - March 2012
AllianceBernstein August 2004 - August 2005
Zone Trading August 2003 - August 2004
Skills
Investment Strategies, Series 7, Sales, Investment Advisory, Mutual Funds, Wealth Management, Finance, Investments, Retirement Planning, Equities, Series 63, Asset Allocation, Portfolio Management, Retirement, Leadership, Fixed Annuities, Uniform Combined State..., Financial Advisory, IRAs
Education
The University of Texas at Austin 2000 — 2003
BA, Economics
The University of Texas at Austin
BA Economics, Economics
Edward Jones April 2012 - Present
Edward Jones August 2006 - March 2012
AllianceBernstein August 2004 - August 2005
Zone Trading August 2003 - August 2004
Skills
Investment Strategies, Series 7, Sales, Investment Advisory, Mutual Funds, Wealth Management, Finance, Investments, Retirement Planning, Equities, Series 63, Asset Allocation, Portfolio Management, Retirement, Leadership, Fixed Annuities, Uniform Combined State..., Financial Advisory, IRAs
Education
The University of Texas at Austin 2000 — 2003
BA, Economics
The University of Texas at Austin
BA Economics, Economics
Jordan Anderson's Edward Jones Experience June 2003 - December 2003
Job Wealth Management Advisor at TiaaCref
Industry Investment Management
Experience
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Michael Duruaku Michael Duruaku's Edward Jones Experience October 2011 - January 2012
Job Business Category Associate
Industry Consumer Goods
Experience
General Mills January 2015 - Present
General Mills February 2014 - December 2014
General Mills June 2013 - August 2013
Fidelity Investments April 2012 - December 2012
New Mexico Educators Federal Credit Union March 2012 - April 2012
Edward Jones October 2011 - January 2012
Wells Fargo July 2010 - October 2011
Skills
Financial Analysis, Sales, Outlook, Customer Service, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Accounting, Microsoft Office, Fundraising, Banking, Market Research, Public Speaking, Finance, Leadership Development, Investments, Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Financial and Marketing Management, 3.73
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Financial Management, 4.08 (Finance Course work)
General Mills January 2015 - Present
General Mills February 2014 - December 2014
General Mills June 2013 - August 2013
Fidelity Investments April 2012 - December 2012
New Mexico Educators Federal Credit Union March 2012 - April 2012
Edward Jones October 2011 - January 2012
Wells Fargo July 2010 - October 2011
Skills
Financial Analysis, Sales, Outlook, Customer Service, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Accounting, Microsoft Office, Fundraising, Banking, Market Research, Public Speaking, Finance, Leadership Development, Investments, Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Financial and Marketing Management, 3.73
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Financial Management, 4.08 (Finance Course work)
Troy Kunz Troy Kunz's Edward Jones Experience July 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2004 - Present
US Army June 1983 - June 2004
Skills
Retirement Planning, Life Insurance, Bonds, College Savings Plans, Estate Planning, Long Term Care Insurance, Stocks, Municipal Bonds, Financial Services, Unit Investment Trusts, Trusts
Education
Central Michigan University 1989 — 1990
Master of Science (M.S.), Finance, General
The University of South Dakota 1979 — 1983
BS, Criminal Justice, Mathematics
Edward Jones July 2004 - Present
US Army June 1983 - June 2004
Skills
Retirement Planning, Life Insurance, Bonds, College Savings Plans, Estate Planning, Long Term Care Insurance, Stocks, Municipal Bonds, Financial Services, Unit Investment Trusts, Trusts
Education
Central Michigan University 1989 — 1990
Master of Science (M.S.), Finance, General
The University of South Dakota 1979 — 1983
BS, Criminal Justice, Mathematics
Jonathan Locke Jonathan Locke's Edward Jones Experience January 2007 - Present
Job Technical Consultant at Edward Jones
Industry Computer & Network Security
Experience
Edward Jones January 2007 - Present
BT Global Services January 2003 - January 2007
BT Global Services January 2000 - January 2003
Rockliff Computers January 1997 - January 2000
Rockliff Computers April 1995 - January 1997
ACT Computer Support 1992 - 1994
Skills
Information Security, Privileged Access..., OS Hardening, Data Privacy, Security Forensics, Data Loss Prevention, Encryption, PGP/GPG, Firewalls, IPS, Penetration Testing, Web Application Security, Security Audits, SELinux, End Point Protection, Vulnerability Assessment, Authentication,..., 802.1x, RADIUS, PCI DSS, SOX 404, JSP 440, Technology Integration, Enterprise Architecture, Open Source Software, Solaris, Linux, Red Hat Linux, Ubuntu, Windows, OS X, SDLC, Disaster Recovery, Networking, TCP/IP, TLS, SMTP, Programming, Unix Shell Scripting, Python, Perl, C, HTML, PHP, Apache, RPM Packaging, Cisco Technologies, Interpersonal Skills, System Administration, Security
Education
The University of Manchester 1993 — 1997
Bachelor of Science (BSc), Computer Science
Edward Jones January 2007 - Present
BT Global Services January 2003 - January 2007
BT Global Services January 2000 - January 2003
Rockliff Computers January 1997 - January 2000
Rockliff Computers April 1995 - January 1997
ACT Computer Support 1992 - 1994
Skills
Information Security, Privileged Access..., OS Hardening, Data Privacy, Security Forensics, Data Loss Prevention, Encryption, PGP/GPG, Firewalls, IPS, Penetration Testing, Web Application Security, Security Audits, SELinux, End Point Protection, Vulnerability Assessment, Authentication,..., 802.1x, RADIUS, PCI DSS, SOX 404, JSP 440, Technology Integration, Enterprise Architecture, Open Source Software, Solaris, Linux, Red Hat Linux, Ubuntu, Windows, OS X, SDLC, Disaster Recovery, Networking, TCP/IP, TLS, SMTP, Programming, Unix Shell Scripting, Python, Perl, C, HTML, PHP, Apache, RPM Packaging, Cisco Technologies, Interpersonal Skills, System Administration, Security
Education
The University of Manchester 1993 — 1997
Bachelor of Science (BSc), Computer Science
Terik Chettouh Terik Chettouh's Edward Jones Experience February 2010 - December 2014
Job Scheduler at Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products December 2014 - Present
Edward Jones February 2010 - December 2014
Education
The University of Texas at Austin 2004 — 2009
Bachelor of Arts (B.A.), Economics
Enterprise Products December 2014 - Present
Edward Jones February 2010 - December 2014
Education
The University of Texas at Austin 2004 — 2009
Bachelor of Arts (B.A.), Economics
Daren Gartner Daren Gartner's Edward Jones Experience December 2013 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones December 2013 - Present
Cricket Communications April 2012 - January 2013
American Income Life Insurance Company 2013 - 2013
ORC 2009 - 2011
Optical Surface Technologies August 2006 - September 2009
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
BBA, Operation and Production MGT
Edward Jones December 2013 - Present
Cricket Communications April 2012 - January 2013
American Income Life Insurance Company 2013 - 2013
ORC 2009 - 2011
Optical Surface Technologies August 2006 - September 2009
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
BBA, Operation and Production MGT
Elfren Broady's Edward Jones Experience August 2009 - February 2010
Job Reporting Analyst at United BioSource Corporation
Industry Pharmaceuticals
Experience
United BioSource Corporation March 2010 - Present
Edward Jones August 2009 - February 2010
WingFinance, LLC November 2005 - August 2009
Accredo Health September 2001 - October 2005
Education
The University of Memphis 1997 — 2000
B.B.A
United BioSource Corporation March 2010 - Present
Edward Jones August 2009 - February 2010
WingFinance, LLC November 2005 - August 2009
Accredo Health September 2001 - October 2005
Education
The University of Memphis 1997 — 2000
B.B.A
Don Uber Don Uber's Edward Jones Experience 2002 - 2006
Job Senior VP, Investor Relations at Tri Global Energy
Industry Renewables & Environment
Experience
Tri Global Energy, LLC January 2014 - Present
TOFF - Artlux August 2013 - December 2013
Mercury Communication Services, Inc. September 2012 - August 2013
Allegiance Capital 2010 - 2012
LPL Financial 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Edward Jones 2002 - 2006
American Airlines 1985 - 2002
Skills
Mergers, Telecommunications, Series 7, Management, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Retirement Planning, Mutual Funds, Sales Management, New Business Development, Strategic Financial..., Asset Managment, Wealth Management, Loans, Sales, Estate Planning, Valuation, Due Diligence, Mergers & Acquisitions, Securities, Asset Management, Finance, Selling, Strategy, Business Development
Education
The University of Texas at Arlington - College of Business Administration
Business Administration, Marketing
Tri Global Energy, LLC January 2014 - Present
TOFF - Artlux August 2013 - December 2013
Mercury Communication Services, Inc. September 2012 - August 2013
Allegiance Capital 2010 - 2012
LPL Financial 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Edward Jones 2002 - 2006
American Airlines 1985 - 2002
Skills
Mergers, Telecommunications, Series 7, Management, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Retirement Planning, Mutual Funds, Sales Management, New Business Development, Strategic Financial..., Asset Managment, Wealth Management, Loans, Sales, Estate Planning, Valuation, Due Diligence, Mergers & Acquisitions, Securities, Asset Management, Finance, Selling, Strategy, Business Development
Education
The University of Texas at Arlington - College of Business Administration
Business Administration, Marketing
Taylor Lipps's Edward Jones Experience July 2010 - July 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Edward Jones July 2010 - July 2015
Skills
Financial Advisory, Investment Strategies, Finance, Retirement Planning, Fixed Annuities, Bonds, Asset Allocation, Mutual Funds, Investment Advisory, Retirement
Education
The University of Texas 2004 — 2008
Bachelor of Arts, Economics
The University of Texas at Austin 2004 — 2008
B.A., Economics
Wells Fargo Advisors July 2015 - Present
Edward Jones July 2010 - July 2015
Skills
Financial Advisory, Investment Strategies, Finance, Retirement Planning, Fixed Annuities, Bonds, Asset Allocation, Mutual Funds, Investment Advisory, Retirement
Education
The University of Texas 2004 — 2008
Bachelor of Arts, Economics
The University of Texas at Austin 2004 — 2008
B.A., Economics
Bill Tollerud Bill Tollerud's Edward Jones Experience January 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
TreeHouse Non-Profit January 2005 - January 2007
Luis Palau Association January 2000 - December 2004
Great American Opportunities January 1995 - January 1997
Southwestern Company January 1990 - January 1995
Education
The University of North Dakota 1989 — 1993
Lake Region Junior College 1988 — 1990
Business
Edward Jones January 2007 - Present
TreeHouse Non-Profit January 2005 - January 2007
Luis Palau Association January 2000 - December 2004
Great American Opportunities January 1995 - January 1997
Southwestern Company January 1990 - January 1995
Education
The University of North Dakota 1989 — 1993
Lake Region Junior College 1988 — 1990
Business
Robert Mathes's Edward Jones Experience August 2010 - September 2011
Job Sales at Defender Direct
Industry Consumer Services
Experience
Defender Direct September 2011 - Present
Edward Jones August 2010 - September 2011
Skills
Financial Risk, Strategic Financial..., Sales, Customer Service, Customer Acquisition, Portfolio Management, Investment Portfolio, Retirement Planning, Time Management, Multi Tasking, Risk Assessment, Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Acrobat, PowerPoint, Presentations, Asking Questions, Listening to customers
Education
The University of Texas at Arlington 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Defender Direct September 2011 - Present
Edward Jones August 2010 - September 2011
Skills
Financial Risk, Strategic Financial..., Sales, Customer Service, Customer Acquisition, Portfolio Management, Investment Portfolio, Retirement Planning, Time Management, Multi Tasking, Risk Assessment, Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Acrobat, PowerPoint, Presentations, Asking Questions, Listening to customers
Education
The University of Texas at Arlington 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Tamecka Dixon Tamecka Dixon's Edward Jones Experience April 2011 - January 2012
Job Owner at Avis budget Group
Industry Insurance
Experience
Avis budget Group April 2013 - Present
American Income Life February 2011 - Present
Edward Jones April 2011 - January 2012
Pacers Sports & Entertainment April 2009 - October 2009
Houston Comets April 2006 - October 2008
Nike May 1997 - December 2005
Los Angeles Sparks April 1997 - October 2005
Skills
Public Speaking, Sports, Insurance, Marketing, Coaching, Sports Marketing, Athletics, Business Ownership, Leadership Development, Youth Leadership
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Kansas 1994 — 1997
B.A., Psychology
Linden
Avis budget Group April 2013 - Present
American Income Life February 2011 - Present
Edward Jones April 2011 - January 2012
Pacers Sports & Entertainment April 2009 - October 2009
Houston Comets April 2006 - October 2008
Nike May 1997 - December 2005
Los Angeles Sparks April 1997 - October 2005
Skills
Public Speaking, Sports, Insurance, Marketing, Coaching, Sports Marketing, Athletics, Business Ownership, Leadership Development, Youth Leadership
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Kansas 1994 — 1997
B.A., Psychology
Linden
Karen Tolliver Karen Tolliver's Edward Jones Experience 2012 - 2014
Job Mainframe Programmer/Analyst
Industry Computer Software
Experience
Quality Staffing April 2011 - Present
Edward Jones 2012 - 2014
Edward Jones 2012 - 2014
Edward Jones 2012 - 2014
Veritude July 2007 - December 2009
DHHS 2006 - 2007
Skills
CICS, COBOL, VSAM, Easytrieve, Endevor, JCL, TSO, Fileaid, SPUFI, DB2, DB2/SQL, Mainframe, MVS, SQL, SAS, FTP, Programming, Visio, Databases, SDLC, Requirements Analysis, HTML, Excel, Testing, Word, Microsoft Office, IBM Utilities, Intertest, Xpediter, IBM Mainframe, z/OS, TCP/IP, Troubleshooting, Endeavor, Microsoft Word
Education
Parks College 1982 — 1983
Certificate, Computer Programming, A-
The University of New Mexico 1974 — 1979
Bachelor of Science (BS), Elementary Education and Teaching, B+
Quality Staffing April 2011 - Present
Edward Jones 2012 - 2014
Edward Jones 2012 - 2014
Edward Jones 2012 - 2014
Veritude July 2007 - December 2009
DHHS 2006 - 2007
Skills
CICS, COBOL, VSAM, Easytrieve, Endevor, JCL, TSO, Fileaid, SPUFI, DB2, DB2/SQL, Mainframe, MVS, SQL, SAS, FTP, Programming, Visio, Databases, SDLC, Requirements Analysis, HTML, Excel, Testing, Word, Microsoft Office, IBM Utilities, Intertest, Xpediter, IBM Mainframe, z/OS, TCP/IP, Troubleshooting, Endeavor, Microsoft Word
Education
Parks College 1982 — 1983
Certificate, Computer Programming, A-
The University of New Mexico 1974 — 1979
Bachelor of Science (BS), Elementary Education and Teaching, B+
Julie Epling's Edward Jones Experience August 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2009 - Present
UBS 1999 - 2009
Skills
Financial Planning, Strategic Financial..., Wealth Accumulation, 401k Rollovers, Saving for Education, College Education..., 529 Plans, College Savings Plans, IRAs, Roth IRA, Small Business, Series 7, Uniform Combined State..., Series 65, Term Life Insurance, Municipal Bonds, Variable Annuities, Customer Service
Education
The University of New Mexico
Business Administration and Management, General
Edward Jones August 2009 - Present
UBS 1999 - 2009
Skills
Financial Planning, Strategic Financial..., Wealth Accumulation, 401k Rollovers, Saving for Education, College Education..., 529 Plans, College Savings Plans, IRAs, Roth IRA, Small Business, Series 7, Uniform Combined State..., Series 65, Term Life Insurance, Municipal Bonds, Variable Annuities, Customer Service
Education
The University of New Mexico
Business Administration and Management, General
Chris Adelmann Chris Adelmann's Edward Jones Experience August 2009 - May 2010
Job Design Engineer at GE
Industry Consumer Goods
Experience
GE December 2011 - Present
LBI Financial September 2010 - January 2012
Edward Jones August 2009 - May 2010
The Manitowoc Company January 2008 - March 2009
Enodis January 2008 - March 2009
Lincoln Foodservice Products January 2008 - March 2009
The Manitowoc Company April 2006 - March 2009
Enodis April 2006 - January 2008
Yum! Brands August 2004 - April 2006
UFPC August 2004 - April 2006
Skills
Team Building, Product Development, Strategic Planning, Engineering, Cross-functional Team..., New Business Development
Education
The University of Texas at Arlington 1983 — 1990
BSME
GE December 2011 - Present
LBI Financial September 2010 - January 2012
Edward Jones August 2009 - May 2010
The Manitowoc Company January 2008 - March 2009
Enodis January 2008 - March 2009
Lincoln Foodservice Products January 2008 - March 2009
The Manitowoc Company April 2006 - March 2009
Enodis April 2006 - January 2008
Yum! Brands August 2004 - April 2006
UFPC August 2004 - April 2006
Skills
Team Building, Product Development, Strategic Planning, Engineering, Cross-functional Team..., New Business Development
Education
The University of Texas at Arlington 1983 — 1990
BSME
Nicholas Dvorak Nicholas Dvorak's Edward Jones Experience November 2011 - December 2012
Job Senior Real Estate Accountant at CBRE
Industry Real Estate
Experience
CBRE May 2015 - Present
CBRE July 2014 - May 2015
CBRE March 2013 - July 2014
Edward Jones November 2011 - December 2012
Skills
Accounting, Finance, Financial Analysis, Financial Statements, Auditing, Management
Education
The University of North Dakota 2006 — 2011
Bachelor of Science (BS), Accounting
CBRE May 2015 - Present
CBRE July 2014 - May 2015
CBRE March 2013 - July 2014
Edward Jones November 2011 - December 2012
Skills
Accounting, Finance, Financial Analysis, Financial Statements, Auditing, Management
Education
The University of North Dakota 2006 — 2011
Bachelor of Science (BS), Accounting
Chris Suda Chris Suda's Edward Jones Experience October 2009 - January 2011
Job Owner/General Manager at Pop's Bottle Shop
Industry Retail
Experience
Pop's Bottle Shop January 2011 - Present
Edward Jones October 2009 - January 2011
Best Buy February 2006 - March 2009
Best Buy 2002 - 2006
CRC Marketing Solutions June 1999 - August 2002
Cash Plus (aka Compass Point Media) May 1998 - May 1999
Skills
Cross-functional Team..., CRM, Leadership, Marketing, Strategy
Education
The University of North Dakota 1993 — 1998
B.A., Communications
University of North Dakota
Bachelor of Science, Communications
Pop's Bottle Shop January 2011 - Present
Edward Jones October 2009 - January 2011
Best Buy February 2006 - March 2009
Best Buy 2002 - 2006
CRC Marketing Solutions June 1999 - August 2002
Cash Plus (aka Compass Point Media) May 1998 - May 1999
Skills
Cross-functional Team..., CRM, Leadership, Marketing, Strategy
Education
The University of North Dakota 1993 — 1998
B.A., Communications
University of North Dakota
Bachelor of Science, Communications
Ken Hang Ken Hang's Edward Jones Experience June 2005 - Present
Job Financial Advisor, AAMS
Industry Financial Services
Experience
Edward Jones June 2005 - Present
BNI September 2007 - February 2009
International Paper August 2004 - June 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2004
BBA, Finance
James E Taylor
Bachelor of Business Administration (B.B.A.)
Edward Jones June 2005 - Present
BNI September 2007 - February 2009
International Paper August 2004 - June 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2004
BBA, Finance
James E Taylor
Bachelor of Business Administration (B.B.A.)
Jerry Shepard Jerry Shepard's Edward Jones Experience August 2006 - December 2011
Job CEO Just Knotz
Industry Consumer Goods
Experience
Gadberry Financial Group December 2011 - Present
Edward Jones August 2006 - December 2011
C.A.S.A. International 2008 - 2010
The Kester Law Firm August 2004 - October 2006
The Shepard Law Firm August 1998 - August 2004
Skills
Annuities, Long Term Care, Mutual Funds, Bonds, 401k, Life Insurance
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1994 — 1997
Juris Doctor, Law
The University of Texas at Arlington 1990 — 1994
Bacholar of Arts, Political Science with a minor in Business Administration
Gadberry Financial Group December 2011 - Present
Edward Jones August 2006 - December 2011
C.A.S.A. International 2008 - 2010
The Kester Law Firm August 2004 - October 2006
The Shepard Law Firm August 1998 - August 2004
Skills
Annuities, Long Term Care, Mutual Funds, Bonds, 401k, Life Insurance
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1994 — 1997
Juris Doctor, Law
The University of Texas at Arlington 1990 — 1994
Bacholar of Arts, Political Science with a minor in Business Administration
Jake Balzer CFA's Edward Jones Experience June 1997 - August 2004
Job
Industry Recreational Facilities and Services
Experience
Guzman & Company August 2004 - August 2007
Edward Jones June 1997 - August 2004
U.S. Marine Corps August 1987 - September 1992
Skills
Asset Allocation, Investments, Mutual Funds, Equities, Investment Advisory, Series 7, Portfolio Management, Equity Research, Wealth Management, Asset Managment, Securities, Bloomberg, Financial Markets, Valuation, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Finance
University of Texas at Austin 1993 — 1997
BA, Economics, Business
•U.S. Marine Corps Non-Commissioned Officer Leadership Academy 1990 — 1990
NCO Leadership
Defense Information School 1988 — 1988
Basic Journalist Course
Guzman & Company August 2004 - August 2007
Edward Jones June 1997 - August 2004
U.S. Marine Corps August 1987 - September 1992
Skills
Asset Allocation, Investments, Mutual Funds, Equities, Investment Advisory, Series 7, Portfolio Management, Equity Research, Wealth Management, Asset Managment, Securities, Bloomberg, Financial Markets, Valuation, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Finance
University of Texas at Austin 1993 — 1997
BA, Economics, Business
•U.S. Marine Corps Non-Commissioned Officer Leadership Academy 1990 — 1990
NCO Leadership
Defense Information School 1988 — 1988
Basic Journalist Course
Jason (Jay) Strmiska's Edward Jones Experience January 2001 - May 2003
Job Client Services Director at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2012 - Present
Dell August 2010 - September 2012
Dell February 2009 - September 2010
Dell Inc. July 2003 - January 2009
Edward Jones January 2001 - May 2003
SkyCom August 1995 - December 2000
Skills
Project Management, Training, Leadership, Marketing, Business Analytics, Negotiation, Channel, Competitive Analysis, New Business Development, Salesforce.com, Process Improvement, Program Management
Education
The University of Texas at Arlington 1999 — 2000
BBA, International Finance
The University of Texas at Austin 1996 — 1999
International Finance
Microsoft September 2012 - Present
Dell August 2010 - September 2012
Dell February 2009 - September 2010
Dell Inc. July 2003 - January 2009
Edward Jones January 2001 - May 2003
SkyCom August 1995 - December 2000
Skills
Project Management, Training, Leadership, Marketing, Business Analytics, Negotiation, Channel, Competitive Analysis, New Business Development, Salesforce.com, Process Improvement, Program Management
Education
The University of Texas at Arlington 1999 — 2000
BBA, International Finance
The University of Texas at Austin 1996 — 1999
International Finance
jennifer lovgren's Edward Jones Experience November 2007 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Education
The University of North Dakota 1994 — 1998
Edward Jones November 2007 - Present
Education
The University of North Dakota 1994 — 1998
Colby (Paterson) Craig's Edward Jones Experience June 2008 - August 2008
Job Operations Manager at Dwell Austin
Industry Real Estate
Experience
Realty Austin July 2012 - Present
Dwell Real Estate Investments January 2011 - Present
Hindsite 20/20 May 2009 - December 2010
Edward Jones June 2008 - August 2008
Skills
Customer Service, Microsoft Office, Customer Relations, Administration, Event Management, Coordination, Excel, Microsoft Excel, Contract Negotiation, Marketing, Outlook, Investment Properties, Property Management, Residential Homes, Real Estate Transactions, Sellers
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Business Honors, Management
Harlingen South
Harlingen South
Realty Austin July 2012 - Present
Dwell Real Estate Investments January 2011 - Present
Hindsite 20/20 May 2009 - December 2010
Edward Jones June 2008 - August 2008
Skills
Customer Service, Microsoft Office, Customer Relations, Administration, Event Management, Coordination, Excel, Microsoft Excel, Contract Negotiation, Marketing, Outlook, Investment Properties, Property Management, Residential Homes, Real Estate Transactions, Sellers
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Business Honors, Management
Harlingen South
Harlingen South
Barry Crowther's Edward Jones Experience 2005 - 2006
Job Owner, WSI Profit System
Industry Internet
Experience
WSI Profit System August 2007 - Present
Edward Jones 2005 - 2006
Skills
Social Media
Education
The University of Salford 1983 — 1986
WSI Profit System August 2007 - Present
Edward Jones 2005 - 2006
Skills
Social Media
Education
The University of Salford 1983 — 1986
Regan Williams's Edward Jones Experience August 2009 - September 2011
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2012 - Present
Edward Jones August 2009 - September 2011
Citibank July 2007 - July 2009
Skills
Banking, Credit, Retail Banking, Loans, Credit Analysis, Credit Risk, Commercial Banking, Portfolio Management, Mortgage Lending, Consumer Lending, Investment Banking, Financial Risk
Education
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Wells Fargo May 2012 - Present
Edward Jones August 2009 - September 2011
Citibank July 2007 - July 2009
Skills
Banking, Credit, Retail Banking, Loans, Credit Analysis, Credit Risk, Commercial Banking, Portfolio Management, Mortgage Lending, Consumer Lending, Investment Banking, Financial Risk
Education
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Kevin Baltier's Edward Jones Experience August 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2000 - Present
Education
The University of Memphis 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Edward Jones August 2000 - Present
Education
The University of Memphis 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Lindsey Wilkins's Edward Jones Experience January 1990 - December 2012
Job Retired General Partner Edward Jones
Industry Financial Services
Experience
Edward Jones January 1990 - December 2012
General Mills June 1987 - August 1989
Skills
Investments, Retirement Planning, Roth IRA, Retirement, College Savings Plans, 401k Rollovers, IRAs, Investment Advisory, Fixed Annuities, Financial Advisory, Series 7
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
Master of Business Administration (MBA)
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones January 1990 - December 2012
General Mills June 1987 - August 1989
Skills
Investments, Retirement Planning, Roth IRA, Retirement, College Savings Plans, 401k Rollovers, IRAs, Investment Advisory, Fixed Annuities, Financial Advisory, Series 7
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
Master of Business Administration (MBA)
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Peter Davidsaver's Edward Jones Experience June 1994 - March 2001
Job Entrepreneur
Industry Internet
Experience
Ronald Blue & Co. March 2001 - June 2013
Edward Jones June 1994 - March 2001
Education
The University of Texas at Arlington - College of Business Administration 1984 — 1990
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ronald Blue & Co. March 2001 - June 2013
Edward Jones June 1994 - March 2001
Education
The University of Texas at Arlington - College of Business Administration 1984 — 1990
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Kimberly Hume's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
HomeAway.com June 2009 - February 2014
Abbott Spine March 2007 - March 2009
EG&G August 2005 - December 2006
Durham School Services May 1999 - May 2003
Lucien, Stirling & Gray August 1998 - April 1999
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BA, Finance
Edward Jones April 2014 - Present
HomeAway.com June 2009 - February 2014
Abbott Spine March 2007 - March 2009
EG&G August 2005 - December 2006
Durham School Services May 1999 - May 2003
Lucien, Stirling & Gray August 1998 - April 1999
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BA, Finance
Jeff Avant's Edward Jones Experience May 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2008 - Present
Walmart June 2006 - May 2008
Skills
401k Rollovers, Asset Allocation, IRAs, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement, Insurance, Series 63, Retirement Planning, Series 7, Wealth Management, Financial Advisory, Strategic Financial...
Education
The University of Memphis 1987 — 1992
Edward Jones May 2008 - Present
Walmart June 2006 - May 2008
Skills
401k Rollovers, Asset Allocation, IRAs, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement, Insurance, Series 63, Retirement Planning, Series 7, Wealth Management, Financial Advisory, Strategic Financial...
Education
The University of Memphis 1987 — 1992
Patrick Doporto's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Battleground Texas June 2014 - November 2014
Battleground Texas February 2014 - June 2014
Garage Door Solutions DFW 2013 - 2014
TD Ameritrade March 2011 - May 2013
Fidelity Investments December 2007 - February 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments September 2005 - April 2007
Skills
Financial Services, Investments, Series 7, Leadership, Call Centers, Retirement Planning, Training, FINRA, 401k, Series 63, Mutual Funds, Relationship Management, Series 6, Process Improvement, Management
Education
The University of Texas at Austin
BA, Political Science
Edward Jones February 2015 - Present
Battleground Texas June 2014 - November 2014
Battleground Texas February 2014 - June 2014
Garage Door Solutions DFW 2013 - 2014
TD Ameritrade March 2011 - May 2013
Fidelity Investments December 2007 - February 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments September 2005 - April 2007
Skills
Financial Services, Investments, Series 7, Leadership, Call Centers, Retirement Planning, Training, FINRA, 401k, Series 63, Mutual Funds, Relationship Management, Series 6, Process Improvement, Management
Education
The University of Texas at Austin
BA, Political Science
Scott Verne's Edward Jones Experience April 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
CETCO December 1997 - January 2007
Keyth Security Systems, Inc. 1995 - 1997
Skills
Series 7, Asset Allocation, Estate Planning, Leadership
Education
University of Kansas 1986 — 1990
Edward Jones April 2007 - Present
CETCO December 1997 - January 2007
Keyth Security Systems, Inc. 1995 - 1997
Skills
Series 7, Asset Allocation, Estate Planning, Leadership
Education
University of Kansas 1986 — 1990
Kathryn Loeffler's Edward Jones Experience February 2003 - August 2010
Job Front Desk Assistant Manager
Industry Health, Wellness and Fitness
Experience
Salvation Army Kroc Community Center October 2010 - Present
Edward Jones February 2003 - August 2010
Education
The University of Texas at Austin 1967 — 1971
Salvation Army Kroc Community Center October 2010 - Present
Edward Jones February 2003 - August 2010
Education
The University of Texas at Austin 1967 — 1971
Mauro Marquez's Edward Jones Experience December 2009 - November 2010
Job Private Wealth Management Associate
Industry Financial Services
Experience
Neuberger Berman July 2013 - Present
TD Ameritrade November 2010 - July 2013
Edward Jones December 2009 - November 2010
Skills
Analysis, Finance, Accounting, Management, Microsoft Excel, Derivatives, Account Reconciliation, Internal Audit, Hedge Funds, Financial Analysis, Financial Services, Banking, Options, Data Analysis, Financial Reporting, Series 7, Series 63
Education
The University of Texas at Arlington 2005 — 2009
Bachelors of Business Administration, Finance
Neuberger Berman July 2013 - Present
TD Ameritrade November 2010 - July 2013
Edward Jones December 2009 - November 2010
Skills
Analysis, Finance, Accounting, Management, Microsoft Excel, Derivatives, Account Reconciliation, Internal Audit, Hedge Funds, Financial Analysis, Financial Services, Banking, Options, Data Analysis, Financial Reporting, Series 7, Series 63
Education
The University of Texas at Arlington 2005 — 2009
Bachelors of Business Administration, Finance
Jeffrey Herbert's Edward Jones Experience September 2007 - November 2010
Job Budget Analyst at Austin Independent School District
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2010 - May 2014
Edward Jones September 2007 - November 2010
Austin Independent School District August 2006 - August 2007
Cho-Yeh Camp and Conference Center 2005 - 2007
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
Finance
JPMorgan Chase & Co. November 2010 - May 2014
Edward Jones September 2007 - November 2010
Austin Independent School District August 2006 - August 2007
Cho-Yeh Camp and Conference Center 2005 - 2007
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
Finance
Kelly Mahmoud's Edward Jones Experience January 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2004 - Present
Edward Jones Investments 2004 - Present
Eltekon January 2001 - January 2003
Enron September 1996 - April 2000
Dynegy August 1996 - September 1999
Bank of America Securities August 1992 - August 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Finance
Edward Jones January 2004 - Present
Edward Jones Investments 2004 - Present
Eltekon January 2001 - January 2003
Enron September 1996 - April 2000
Dynegy August 1996 - September 1999
Bank of America Securities August 1992 - August 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Finance
Michael Campos's Edward Jones Experience April 2008 - April 2011
Job Investment Counselor at BB&T Investment Services, Inc.
Industry Investment Management
Experience
BB&T Investment Services April 2011 - Present
Edward Jones April 2008 - April 2011
Bose Corporation September 1997 - March 2008
Bose Corporation 1997 - 2008
MC Assembly October 1996 - September 1997
Motorola January 1992 - January 1996
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Lean Manufacturing, Process Engineering, Product Development, Project Management, Continuous Improvement, Manufacturing, Program Management, Strategic Planning, Kaizen, Analysis, Risk Management, Leadership, Investments, Quality Assurance, Finance, Financial Analysis, Management, Forecasting, MS Project, Customer Service, Troubleshooting, Team Leadership, Team Building, Training, Change Management
Education
The University of Texas at Austin 1984 — 1991
Bachelor of Science, Chemical Engineering
BB&T Investment Services April 2011 - Present
Edward Jones April 2008 - April 2011
Bose Corporation September 1997 - March 2008
Bose Corporation 1997 - 2008
MC Assembly October 1996 - September 1997
Motorola January 1992 - January 1996
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Lean Manufacturing, Process Engineering, Product Development, Project Management, Continuous Improvement, Manufacturing, Program Management, Strategic Planning, Kaizen, Analysis, Risk Management, Leadership, Investments, Quality Assurance, Finance, Financial Analysis, Management, Forecasting, MS Project, Customer Service, Troubleshooting, Team Leadership, Team Building, Training, Change Management
Education
The University of Texas at Austin 1984 — 1991
Bachelor of Science, Chemical Engineering
Justin G. Ward, CFP®, AAMS®'s Edward Jones Experience May 2009 - February 2014
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Edward Jones May 2009 - February 2014
FundCorp, Inc April 2008 - May 2009
Buffington Capital Holdings July 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, Finance, Investment Strategies
Education
The University of Texas at Arlington
BA Business Administration, Finance
Wells Fargo Advisors February 2014 - Present
Edward Jones May 2009 - February 2014
FundCorp, Inc April 2008 - May 2009
Buffington Capital Holdings July 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, Finance, Investment Strategies
Education
The University of Texas at Arlington
BA Business Administration, Finance
Harry Black's Edward Jones Experience August 2006 - October 2007
Job Senior National Accounts Manager at American Transportation Management,LLC
Industry Transportation/Trucking/Railroad
Experience
American Transportation Management,LLC January 2015 - Present
Independent November 2010 - Present
Riverside Transport, Inc. August 2014 - November 2014
Avis Budget Group January 2012 - August 2014
TMobile April 2008 - January 2010
Edward Jones August 2006 - October 2007
Sears Parts and Repair Services June 2004 - August 2006
Skills
New Business Development, Cold Calling, Call Center, Direct Sales, Insurance, Salesforce.com, Customer Service, Financial Analysis, Call Centers, Management, Selling, Sales, Solution Selling, Customer Satisfaction
Education
The University of Tennessee at Chattanooga 1995 — 2003
B.S., Business Administration(Management)
American Transportation Management,LLC January 2015 - Present
Independent November 2010 - Present
Riverside Transport, Inc. August 2014 - November 2014
Avis Budget Group January 2012 - August 2014
TMobile April 2008 - January 2010
Edward Jones August 2006 - October 2007
Sears Parts and Repair Services June 2004 - August 2006
Skills
New Business Development, Cold Calling, Call Center, Direct Sales, Insurance, Salesforce.com, Customer Service, Financial Analysis, Call Centers, Management, Selling, Sales, Solution Selling, Customer Satisfaction
Education
The University of Tennessee at Chattanooga 1995 — 2003
B.S., Business Administration(Management)
Charlie Legg's Edward Jones Experience May 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2007 - Present
Roberts Company Inc Hattiesburg,MS June 1997 - March 2007
Education
The University of Southern Mississippi 2002 — 2005
BSBA, Management, Human Resources
Edward Jones May 2007 - Present
Roberts Company Inc Hattiesburg,MS June 1997 - March 2007
Education
The University of Southern Mississippi 2002 — 2005
BSBA, Management, Human Resources
Larry Macy's Edward Jones Experience 2010 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones 2010 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Portfolio Management, IRAs, Securities, 401k Rollovers, 401k, Asset Management
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.), Business Administration and Management, General
Edward Jones 2010 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Portfolio Management, IRAs, Securities, 401k Rollovers, 401k, Asset Management
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.), Business Administration and Management, General
Jeremy Shepherd's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Skills
Retirement Planning, Mutual Funds, Income Protection, Wealth Management, Estate Planning
Education
University of San Francisco School of Law 2001 — 2004
Doctor of Law (J.D.), Intellectual Property Law
The University of Texas at Austin
Bachelor of Arts (B.A.)
Edward Jones October 2008 - Present
Skills
Retirement Planning, Mutual Funds, Income Protection, Wealth Management, Estate Planning
Education
University of San Francisco School of Law 2001 — 2004
Doctor of Law (J.D.), Intellectual Property Law
The University of Texas at Austin
Bachelor of Arts (B.A.)
Nichole Mercurio's Edward Jones Experience August 2014 - Present
Job Business Office Administrator ar Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Allianz Life December 2011 - August 2014
McKesson February 2009 - December 2011
Minnesota Quality Care April 2007 - January 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Time Management, Inventory Management, Outlook, Event Planning, Process Scheduler, Social Media, Research, Public Speaking, Teamwork
Education
The University of North Dakota 2003 — 2007
B.A, Anthropology/Philosophy & Religion
Edward Jones August 2014 - Present
Allianz Life December 2011 - August 2014
McKesson February 2009 - December 2011
Minnesota Quality Care April 2007 - January 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Time Management, Inventory Management, Outlook, Event Planning, Process Scheduler, Social Media, Research, Public Speaking, Teamwork
Education
The University of North Dakota 2003 — 2007
B.A, Anthropology/Philosophy & Religion
Thomas Laudisi, Jr.'s Edward Jones Experience July 2009 - December 2009
Job Municipality Dept. CSR at Daul Insurance Agency
Industry Insurance
Experience
Daul Insurance Agency, Inc. June 2010 - Present
Hancock Bank June 2006 - June 2010
Edward Jones July 2009 - December 2009
Skills
Customer Service, Insurance, Workers Compensation, Employee Benefits, Brokers, Underwriting, Life Insurance, Property & Casualty..., Human Resources
Education
The University of Southern Mississippi 2004 — 2009
BSBA, Personal Financial Planning, Economics, and Financial Information Systems
Daul Insurance Agency, Inc. June 2010 - Present
Hancock Bank June 2006 - June 2010
Edward Jones July 2009 - December 2009
Skills
Customer Service, Insurance, Workers Compensation, Employee Benefits, Brokers, Underwriting, Life Insurance, Property & Casualty..., Human Resources
Education
The University of Southern Mississippi 2004 — 2009
BSBA, Personal Financial Planning, Economics, and Financial Information Systems
Russell Samples, CTFA's Edward Jones Experience March 2009 - November 2012
Job Wealth Management Group at Wells Fargo, The Private Bank
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Edward Jones March 2009 - November 2012
American National Bank 2005 - 2008
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Banking, Retirement Planning, High Net Worth..., Portfolio Management, Investments, Asset Allocation, Investment Strategies, ALM, Wealth Accumulation, Financial Advisory, Retirement, Asset Managment, 401k, Investment Advisory, Wealth Management..., Trusts, Finance, IRAs, Tax, Wealth, Investment Management, Alternative Investments, Financial Services, Trust Services, 401k Rollovers, Qualified Retirement..., Securities, Estate Planning, Asset Liability..., Long Term Investing, Private Banking, Financial Planning, Asset Management
Education
ABA Graduate School 2005 — 2008
Certified Trust Financial Advisor
The University of Texas at Arlington - College of Business 1988 — 1990
BBA, Finance/Accounting
Wells Fargo December 2012 - Present
Edward Jones March 2009 - November 2012
American National Bank 2005 - 2008
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Banking, Retirement Planning, High Net Worth..., Portfolio Management, Investments, Asset Allocation, Investment Strategies, ALM, Wealth Accumulation, Financial Advisory, Retirement, Asset Managment, 401k, Investment Advisory, Wealth Management..., Trusts, Finance, IRAs, Tax, Wealth, Investment Management, Alternative Investments, Financial Services, Trust Services, 401k Rollovers, Qualified Retirement..., Securities, Estate Planning, Asset Liability..., Long Term Investing, Private Banking, Financial Planning, Asset Management
Education
ABA Graduate School 2005 — 2008
Certified Trust Financial Advisor
The University of Texas at Arlington - College of Business 1988 — 1990
BBA, Finance/Accounting
Eunice Scholten's Edward Jones Experience February 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2006 - Present
Citi July 2001 - January 2006
Education
The University of South Dakota
Master, Business of Administration
Edward Jones February 2006 - Present
Citi July 2001 - January 2006
Education
The University of South Dakota
Master, Business of Administration
Brock Hanson's Edward Jones Experience August 2013 - Present
Job Manager, Insurance Services at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
BBVA Compass October 2010 - August 2013
JP Morgan Chase July 2004 - September 2008
JP Morgan Chase July 2004 - November 2005
Skills
Variable Annuities, Financial Services, Fixed Annuities, Financial Analysis, Time Value of Money, Probabilistic Models, Branch Management, Credit Analysis, Cross Selling
Education
The University of North Dakota 2000 — 2004
Bachelor of Arts, Political Science
University of Phoenix 2009 — 2012
Masters, Business Administration
Edward Jones August 2013 - Present
BBVA Compass October 2010 - August 2013
JP Morgan Chase July 2004 - September 2008
JP Morgan Chase July 2004 - November 2005
Skills
Variable Annuities, Financial Services, Fixed Annuities, Financial Analysis, Time Value of Money, Probabilistic Models, Branch Management, Credit Analysis, Cross Selling
Education
The University of North Dakota 2000 — 2004
Bachelor of Arts, Political Science
University of Phoenix 2009 — 2012
Masters, Business Administration
Chase Butos's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Skills
Financial Statement..., FInancial Modeling, Financial Analysis, Microsoft Office, Leadership, Data Analysis, Financial Reporting, Strategic Planning
Education
The University of Texas at Dallas 2012 — 2016
Master of Science (M.S.), Economics
The University of Texas at Dallas - School of Management 2012 — 2016
Master of Science (M.S.), Finance
The University of Texas at Dallas - School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Edward Jones December 2014 - Present
Skills
Financial Statement..., FInancial Modeling, Financial Analysis, Microsoft Office, Leadership, Data Analysis, Financial Reporting, Strategic Planning
Education
The University of Texas at Dallas 2012 — 2016
Master of Science (M.S.), Economics
The University of Texas at Dallas - School of Management 2012 — 2016
Master of Science (M.S.), Finance
The University of Texas at Dallas - School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Yumiko Jones's Edward Jones Experience February 2007 - April 2007
Job SAP IT Business Analyst at International Paper
Industry Information Technology and Services
Experience
International Paper August 2012 - Present
Booz Allen Hamilton March 2012 - July 2012
US Navy June 2008 - March 2012
Edward Jones February 2007 - April 2007
Education
The University of Memphis 2004 — 2007
BBA, Finance
International Paper August 2012 - Present
Booz Allen Hamilton March 2012 - July 2012
US Navy June 2008 - March 2012
Edward Jones February 2007 - April 2007
Education
The University of Memphis 2004 — 2007
BBA, Finance
Catherine Soper's Edward Jones Experience March 2002 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2002 - Present
Education
The University of North Dakota
Edward Jones March 2002 - Present
Education
The University of North Dakota
Casey P. Rozniak's Edward Jones Experience January 1992 - January 1998
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - February 2011
Scottrade, Inc. March 1998 - February 2008
Edward Jones January 1992 - January 1998
Skills
Product Management, Project Management, Training and Development, Strategic Planning, Vendor Relationships, Management and..., Analysis
Education
University of Southern Mississippi 1984 — 1990
M.B.A., B.S.B.A, Business Management
Wells Fargo Advisors December 2008 - February 2011
Scottrade, Inc. March 1998 - February 2008
Edward Jones January 1992 - January 1998
Skills
Product Management, Project Management, Training and Development, Strategic Planning, Vendor Relationships, Management and..., Analysis
Education
University of Southern Mississippi 1984 — 1990
M.B.A., B.S.B.A, Business Management
Ternel Martinez's Edward Jones Experience September 2004 - December 2009
Job Financial Advisor/Financial Services Representative at Metropolitan Life
Industry Insurance
Experience
Metropolitan Life December 2009 - Present
Edward Jones September 2004 - December 2009
Education
University of Phoenix 1997 — 1999
Master's, Business Administration
The University of New Mexico 1989 — 1993
Bachelor's, Communication
Metropolitan Life December 2009 - Present
Edward Jones September 2004 - December 2009
Education
University of Phoenix 1997 — 1999
Master's, Business Administration
The University of New Mexico 1989 — 1993
Bachelor's, Communication
Nichole Wright's Edward Jones Experience July 2013 - Present
Job Administrative Assistant Equity Research at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones July 2013 - Present
Skills
Computer Hardware, Printers, Hardware, Office Equipment, HP, Sales, Axcient Cloud Solutions, Disaster Recovery, LTO 6 hardware, Office 365, MS Office Suite, Windows, Tablets, APC UPS, Eaton UPS, Lenovo, Cables, Veeam, Tandberg, Microsoft, VMWare Technical Sales..., Servers, Networking Hardware, Switches, Rack Enclosures, LTO 4 and 5 hardware, Netgear PowerShift..., Adobe Certified, Peripherals, Data Storage..., Desktop Computers, Notebook Computers, Managed Print Services, Selling, Supplies, Digital Signage, Virtualization
Education
The University of New Mexico 1996 — 1998
Brentwood High School 1993 — 1996
Diploma, Class of 1996
Edward Jones July 2013 - Present
Skills
Computer Hardware, Printers, Hardware, Office Equipment, HP, Sales, Axcient Cloud Solutions, Disaster Recovery, LTO 6 hardware, Office 365, MS Office Suite, Windows, Tablets, APC UPS, Eaton UPS, Lenovo, Cables, Veeam, Tandberg, Microsoft, VMWare Technical Sales..., Servers, Networking Hardware, Switches, Rack Enclosures, LTO 4 and 5 hardware, Netgear PowerShift..., Adobe Certified, Peripherals, Data Storage..., Desktop Computers, Notebook Computers, Managed Print Services, Selling, Supplies, Digital Signage, Virtualization
Education
The University of New Mexico 1996 — 1998
Brentwood High School 1993 — 1996
Diploma, Class of 1996
Loretta Knepp's Edward Jones Experience November 2005 - September 2008
Job SW Area Manager of Workforce Solutions
Industry Government Administration
Experience
ResCare Workforce Services June 2009 - Present
Edward Jones November 2005 - September 2008
City of Bastrop Tx February 2002 - October 2005
Bastrop Chamber of Commerce May 1998 - January 2002
Home Schooled two children June 1993 - January 1998
Merrill Lynch May 1983 - June 1993
Education
The University of Texas at Austin
Industrial and Organizational Psychology
ResCare Workforce Services June 2009 - Present
Edward Jones November 2005 - September 2008
City of Bastrop Tx February 2002 - October 2005
Bastrop Chamber of Commerce May 1998 - January 2002
Home Schooled two children June 1993 - January 1998
Merrill Lynch May 1983 - June 1993
Education
The University of Texas at Austin
Industrial and Organizational Psychology
Jason Seurer's Edward Jones Experience December 1994 - March 2011
Job Seurer Consulting and Advisory Services LLC
Industry Venture Capital & Private Equity
Experience
Seurer Consulting and Advisory Services LLC March 2012 - Present
Edward Jones December 1994 - March 2011
Education
The University of South Dakota 1992 — 1993
MBA, Finance, General
The University of South Dakota 1988 — 1992
Bachelor of Science (BS), Accounting
Seurer Consulting and Advisory Services LLC March 2012 - Present
Edward Jones December 1994 - March 2011
Education
The University of South Dakota 1992 — 1993
MBA, Finance, General
The University of South Dakota 1988 — 1992
Bachelor of Science (BS), Accounting
Anthony Roufs's Edward Jones Experience 2005 - 2012
Job First Officer at Compass Airlines
Industry Airlines/Aviation
Experience
Compass Airlines January 2013 - Present
Edward Jones 2005 - 2012
Sinex Aviation Technologies 2003 - 2005
Piedmont Airlines/US Airways Express 2001 - 2003
University of North Dakota 2000 - 2001
Education
The University of North Dakota
Aeronautical Science
Compass Airlines January 2013 - Present
Edward Jones 2005 - 2012
Sinex Aviation Technologies 2003 - 2005
Piedmont Airlines/US Airways Express 2001 - 2003
University of North Dakota 2000 - 2001
Education
The University of North Dakota
Aeronautical Science
Jake Thiesen's Edward Jones Experience June 2011 - August 2011
Job Student at The University of Montana School of Business Administration
Industry
Experience
Edward Jones June 2011 - August 2011
Education
The University of Montana - School of Business Administration 2008 — 2013
Edward Jones June 2011 - August 2011
Education
The University of Montana - School of Business Administration 2008 — 2013
Larry Macy's Edward Jones Experience 2010 - Present
Job Financial Advisor at Edward Jones
Industry
Experience
Edward Jones 2010 - Present
Education
The University of Texas at Arlington
Bachelor of Arts (BA)
Edward Jones 2010 - Present
Education
The University of Texas at Arlington
Bachelor of Arts (BA)
Tom McQuinn's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Edward Jones June 2011 - Present
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Katherine Zoller's Edward Jones Experience May 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2013 - Present
- November 2007 - May 2013
West Austin Youth Association August 2007 - December 2008
Safe Place of the Permian Basin 2004 - 2004
Skills
Office Administration, Client Relations Skills, Money Transfers, Rollovers, Deposits, Setting Appointments, Time Management, Preparation, Creative Problem Solving, Teaching, Lesson Planning, Early Childhood..., Childcare, Children's Books, Nonprofits, Donations, Writing, Editing, Photography, Always Willing to Learn
Education
The University of Texas at Austin 2003 — 2010
Bachelor's degree, History
Edward Jones May 2013 - Present
- November 2007 - May 2013
West Austin Youth Association August 2007 - December 2008
Safe Place of the Permian Basin 2004 - 2004
Skills
Office Administration, Client Relations Skills, Money Transfers, Rollovers, Deposits, Setting Appointments, Time Management, Preparation, Creative Problem Solving, Teaching, Lesson Planning, Early Childhood..., Childcare, Children's Books, Nonprofits, Donations, Writing, Editing, Photography, Always Willing to Learn
Education
The University of Texas at Austin 2003 — 2010
Bachelor's degree, History
Jei Evans's Edward Jones Experience 1996 - 1999
Job Singer
Industry Entertainment
Experience
Self-employed SingerSaint Louis Symphony Chorus2013 - Present
Chicago Symphony Chorus 1999 - 2006
JPMorgan Chase 1999 - 2003
Edward Jones 1996 - 1999
AEON 1995 - 1996
Education
The University of Texas at Austin 1991 — 1995
Bachelor's Degree, International Business, With Honors
Self-employed SingerSaint Louis Symphony Chorus2013 - Present
Chicago Symphony Chorus 1999 - 2006
JPMorgan Chase 1999 - 2003
Edward Jones 1996 - 1999
AEON 1995 - 1996
Education
The University of Texas at Austin 1991 — 1995
Bachelor's Degree, International Business, With Honors
Robert Albrecht's Edward Jones Experience January 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2000 - Present
Merrill Lynch May 1996 - January 2000
Edward Jones May 1987 - May 1996
Custer County Bank January 1981 - September 1985
Education
Stoner Graduate School of Banking 1981 — 1983
General Banking Principles
The University of North Dakota 1969 — 1971
BSBA, Business Administration and Management, General
Edward Jones January 2000 - Present
Merrill Lynch May 1996 - January 2000
Edward Jones May 1987 - May 1996
Custer County Bank January 1981 - September 1985
Education
Stoner Graduate School of Banking 1981 — 1983
General Banking Principles
The University of North Dakota 1969 — 1971
BSBA, Business Administration and Management, General
Carey King's Edward Jones Experience June 2001 - December 2007
Job Undefined
Industry
Experience
LPL Financial January 2008 - Present
Edward Jones June 2001 - December 2007
Truco Enterprises January 2000 - December 2000
Cascade International November 1998 - July 1999
Entergy February 1997 - November 1998
DuPont Company May 1974 - November 1995
U.S. Securities and Exchange Commission April 1972 - April 1974
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
LPL Financial January 2008 - Present
Edward Jones June 2001 - December 2007
Truco Enterprises January 2000 - December 2000
Cascade International November 1998 - July 1999
Entergy February 1997 - November 1998
DuPont Company May 1974 - November 1995
U.S. Securities and Exchange Commission April 1972 - April 1974
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Brad Barhydt's Edward Jones Experience
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Series 7 - General...
Education
The University of Texas at Dallas 2000 — 2002
Bachelor of Science (B.S.)
Edward Jones
Skills
Series 7 - General...
Education
The University of Texas at Dallas 2000 — 2002
Bachelor of Science (B.S.)
Justin Dorris's Edward Jones Experience November 2011 - June 2012
Job Registered Financial Assistant at Wilson Bank & Trust Investment Center
Industry Financial Services
Experience
Wilson Bank & Trust Investment Center October 2012 - Present
Edward Jones November 2011 - June 2012
Education
The University of Tennessee at Chattanooga 2007 — 2011
Bachelor's Degree, Business Administration; Finance with an emphasis in Investments
Wilson central high school 2003 — 2007
Wilson Bank & Trust Investment Center October 2012 - Present
Edward Jones November 2011 - June 2012
Education
The University of Tennessee at Chattanooga 2007 — 2011
Bachelor's Degree, Business Administration; Finance with an emphasis in Investments
Wilson central high school 2003 — 2007
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation