Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
HRM, Inc. June 2013 - Present
Edward Jones January 2012 - June 2013
Cook-Blackburn Human Resources, Inc. February 2007 - June 2013
Blue Cross and Blue Shield of Alabama 1996 - 2007
Skills
Recruiting, Employee Benefits, Employee Relations, Marketing, Training, Interviews, Screening, Talent Acquisition, Start-ups, Applicant Tracking..., Customer Service, Human Resources, Project Management, Coaching, HR Consulting, Talent Management, Fundraising, Leadership Development, Account Management, Management, Leadership, Insurance, Career Counseling, Healthcare, Small Business, Social Networking, Strategic Planning, Resume Writing, Organizational..., Team Building, Onboarding, Succession Planning, Sales, Policy, Personnel Management, HRIS, Performance Management, HR Policies, Deferred Compensation, Employee Training, Payroll, Time Management, Benefits Administration, FMLA, College Recruiting, Executive Search, New Hire Orientations, Workforce Planning, Workers Compensation, Hiring
Education
University of Alabama
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Troy University
Master's degree, Mgmt w/ concentration in Human Resources
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Delmar Garden Villas Ofallon August 2015 - Present
Community Living, Inc September 2013 - Present
Beneficial Connections LLC February 2013 - Present
St. Louis Autism Speaks January 2008 - Present
MasterCard May 2008 - March 2013
MasterCard International May 2007 - May 2008
MasterCard January 2002 - May 2007
U S Army Reserves November 1999 - April 2004
Edward Jones June 2000 - January 2002
US Army September 1998 - November 1999
Skills
Process Improvement, Electronic Payments, Debit Cards, Customer Service, Vendor Management, Cross-functional Team..., Leadership, Project Management, Budgets, Business Analysis, Strategic Planning, Banking, Microsoft Office, Team Leadership, Transaction Processing, Team Building, Product Management, Coaching, Event Planning, Fundraising, Organizational..., Social Networking, Recruiting, Training, Software Documentation, CRM, Time Management, Retail, Teamwork, Change Management, Analysis, Business Process, Program Management, Payments, Accounting, Strategy, Marketing, Account Management, Business Development, Management
Education
University of Phoenix 2002 — 2005
Master of Management, Organizational Management
Saint Leo University 1995 — 1997
Bachelor of Arts, Management/Business Administration
Tidewater Community College 1992 — 1995
Bachelor of Arts, Business Administration
Edward Jones April 2006 - Present
Our Savior's Lutheran Church February 2002 - April 2006
American Stores July 1999 - November 2001
Health 'n' Home June 1996 - July 1999
jewel-osco April 1977 - June 1996
Skills
Customer Service, Estate Planning, Microsoft Excel, Finance, Small Business, Microsoft Office, Budgets, Marketing, Financial Analysis, Leadership, Insurance, Time Management, Sales, Accounting, Strategic Planning, Team Building, Team Leadership, Customer Satisfaction, Training, Event Planning, Management
Education
East Leyden High School
Triton College
Edward Jones March 2014 - Present
Merrill Lynch October 2011 - December 2013
Unified Trust Company March 2006 - September 2011
Fidelity Investments August 1992 - April 2006
Education
Thomas More College 1989 — 1992
Bachelor, Business Administration and Management, General
Thomas More College 1989 — 1992
Bachelor of Arts, Economics
Edward Jones April 2014 - March 2015
US Navy July 2012 - September 2013
US Navy October 2011 - July 2012
US Navy October 2010 - September 2011
US Navy September 2008 - October 2010
US Navy July 2005 - July 2008
Skills
Microsoft, Type 45 wpm, Database entry, Crystal Reports..., Continuous Process..., Diversity, Lean Six Sigma..., Force Protection, Procurement, Technical Research, Time Management, Compliance, Production Activity..., Aerospace, NALCOMIS, Supply Chain, Quality Assurance, Quality Control, Quality Auditing, Communication, Supplier Interface, Military Logistics, Military Aviation, Report Writing, Training, Databases, Program Management, Interfaces, Leadership, DoD, Command, Military Operations, Military, Navy, Military Experience, Operational Planning, Team Building, Team Leadership
Education
University of Phoenix 2009 — 2011
Master's degree, Business Administration and Management, General, 3.31
Touro University 2003 — 2005
Bachelor's degree, Business Administration and Management, General, 3.744
Operation Hand Up
Insider Approach to Job Search
Operation Hand Up
REBOOT
Military Veteran Self Awareness/Improvement
EY 2015 - Present
National Center for Policy Analysis 2015 - Present
Montgomery Coscia Greilich LLP Certified Public Accountants 2014 - 2014
Goldman Sachs 2010 - 2014
MetLife 2009 - 2010
Bank of America Merrill Lynch 2007 - 2009
Edward Jones 2006 - 2007
US Army 1999 - 2006
Skills
Financial Accounting, Tax Accounting, Tax Preparation, Tax Advisory, Finacial Management, Investment Management, Estate Planning, Property & Casualty..., Life Insurance, Financial Analysis, Financial Modeling, Risk Management, Risk Assessment, Risk Analysis, Certified Financial..., Licensed Life & Health..., Accounting, Cost Accounting, Financial Reporting, Financial Regulation, Auditing, Internal Audit, Internal Controls, External Audit, Microsoft Excel, Fast Tax, Financial Audits, Investment Strategies, Alternative Investments, Hedge Funds, Hedge Accounting, REIT, Partnership Taxation, Business Entity..., Business Process..., New Business Development, Radio Broadcasting, Radio, Operational Risk..., Operational Excellence, Creative Problem Solving, Team Building, Organizational..., Business Planning, Business Tax Planning, Small Business Tax, Goal-oriented...
Education
Dallas Baptist University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Project Management
The University of Texas at Dallas 2010 — 2012
Graduate Courses for Accounting
Texas Christian University 1999 — 2003
Bachelor of Science (BS), Communications
WHS
Edward Jones January 2013 - Present
The University of Virginia's College at Wise August 2010 - Present
N.E.W. Customer Service Companies, Inc December 2012 - January 2013
Skills
Finance, Human Resources, Microsoft Excel, Leadership, Time Management, Access, Accounting, Data Analysis, Teamwork, Training, Marketing, Budgets, Analysis, Recruiting, Management, Strategic Planning, Market Research, Business Analysis, Project Management, Operations Management
Education
The University of Virginia's College at Wise 2010 — 2014
Business/Commerce, General
The City of Lima, Ohio October 2014 - Present
Rhodes State College July 2014 - October 2014
Delphos Country Club May 2010 - June 2014
Tiffin University September 2012 - April 2014
Edward Jones August 2011 - July 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, basic Spanish, Accounting, Microsoft Office, Facebook, Access, Time Management, Research, Public Speaking, Teamwork, Leadership, Critical Thinking
Education
Tiffin University 2010 — 2014
Bachelor's of Business Administration, Accounting and Finance, 3.76
The Laclede Group October 2013 - Present
Anheuser-Busch InBev November 2012 - October 2013
Edward Jones June 2008 - November 2012
Skills
Hold Series 7, Hold Series 66, Investments
Education
Washington University in St. Louis 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Truman State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Cum Laude
Edward Jones July 2015 - Present
Express Scripts January 2013 - June 2015
Express Scripts October 2010 - January 2013
Express Scripts June 2010 - October 2010
Ingersoll Rand May 2009 - August 2009
Ingersoll Rand May 2007 - August 2007
Skills
Spanish, Microsoft Excel, Microsoft Word, QMF for Windows, Microsoft Office, SQL, Teradata, Presenting to Clients, Customer Service, Event Planning, Research, Finance, Employee Benefits, PowerPoint, Process Improvement, Testing, Access, Management, Data Analysis, Visio, Public Speaking, Account Management, Leadership
Education
University of Missouri-Saint Louis 2011 — 2013
Master's of Business Administration, Finance
Truman State University 2006 — 2009
Bachelor of Science, Mathematics
Francis Howell Central
High School Diploma
Truman State University January 2014 - Present
Edward Jones May 2015 - August 2015
Edward Jones 2014 - August 2014
Christian Missionary Fellowship June 2013 - August 2013
State Farm May 2009 - August 2009
Skills
Blogging, Public Speaking, Social Media, Facebook, PowerPoint, Customer Service, Event Planning, Microsoft Office, Public Relations, Social Networking, Microsoft Word, Microsoft Excel, Social Media Marketing, Marketing, Teamwork, Marketing Communications, Time Management, Leadership, Sales, Event Management, Press Releases, Advertising, Organizational..., Research, Communication, Strategic Planning, Relationship Building, Editing
Education
Truman State University 2012 — 2016
Bachelor of Arts (BA), Business Administration: Marketing and Public Communication
CenturyLink January 2014 - Present
Savvis May 2011 - January 2014
Cross Trained Consulting January 2010 - May 2011
Edward Jones December 2006 - January 2010
Technician Performance Improvement Council June 2002 - December 2006
Tokyo Electron February 1999 - December 2006
Intel October 1997 - February 1999
US Navy October 1989 - October 1997
Skills
Leadership Development, E-Learning, Performance Management, Change Management, Blended Learning, Organizational..., Organizational..., Learning and Development, Technical Training, Product Launch, Learning Management..., Instructional Design, Instructional Technology, Public Speaking, Strategic Leadership, Business Strategy, Coaching, Management Consulting, Training, Kirkpatrick, Leadership, Performance Improvement, Instructor-led Training, Management, Strategic Planning, Employee Training, Learning Management, Captivate, Needs Analysis, ADDIE, Strategy, Consulting, Training Delivery, Organizational Learning, Adult Education, Performance Consulting, Strategic Partnerships, Knowledge Management, Interviews, Workshop Facilitation, Executive Development, 360 Feedback, Organizational Design, Succession Planning, Talent Management, Career Development, Employee Engagement, Cross-functional Team..., Program Management, Project Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2000 — 2002
MBA
Thomas Edison State College 1995 — 1997
BS
LPL Financial⎪Sterling Portfolio Managers LLC January 2014 - Present
LPL Financial⎪Mark E. Lawrence LLC September 2012 - January 2014
Edward Jones 2001 - 2012
Olde Stockbrokers 1995 - 2001
Education
The University of Texas at San Antonio
University of Missouri May 2015 - Present
State of Missouri January 2015 - May 2015
Edward Jones June 2014 - August 2014
ALDI September 2013 - May 2014
ALDI May 2013 - July 2013
Steve's Garden Deli February 2012 - May 2013
Skills
Teamwork, Leadership, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Inventory Management, Retail, Outlook, Data Entry, Management
Education
University of Missouri-Columbia 2015 — 2018
Juris Doctor (J.D.), Law
Truman State University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
North Shelby High School 2007 — 2011
Truman State University August 2010 - Present
Iowa High School Athletic Association June 2007 - Present
Edward Jones June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Fundraising, Customer Service, Research, Access, Communication, Event Planning, Financial Analysis, Social Media, Time Management
Education
Truman State University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Truman State University 2014 — 2015
Master's of Accountancy
Edward Jones October 1989 - Present
Skills
401k Rollovers, Variable Annuities, IRAs, Roth IRA, 529 Plans, Fixed Annuities, Profit Sharing, Term Life Insurance, Long Term Care Insurance, Municipal Bonds, Stocks, Government Bonds, Mutual Funds, Trust Services
Education
Truman State University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Registered Investment..., Wealth Preservation..., Retirement Planning, 401k Rollovers, Roth IRA, Investment Management, Investment Strategies, IRAs, Financial Advisory, Strategic Financial..., College Savings Plans, Alternative Investments, REIT, MLP, Managed Futures, Retirement Plan..., Guaranteed Lifetime..., Licensed Life & Health..., Series 7, Series 66
Education
Truman State University
BS, Finance & Economics
TIAA-CREF March 2014 - May 2015
TIAA-CREF April 2008 - March 2014
Beady Waddell Financial Services August 2002 - April 2008
Edward Jones August 2000 - August 2002
First Union / Wachovia Bank March 1997 - August 2000
Nationwide Insurance February 1992 - February 1997
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Financial Services, Insurance, Series 63, Asset Managment, Estate Planning, Equities, Due Diligence, Capital Markets, Wealth Management, Banking, Fixed Income, FINRA, Hedge Funds, Retirement Planning, AML
Education
UNC Charlotte - The Belk College of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Thomas M. Cooley Law School 2011 — 2012
Master of Laws (LL.M.), Corporate Law and Finance, 3.65
Thomas M. Cooley Law School 2010 — 2011
Master of Laws (LLM), Taxation, 3.52
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.), Law
Keller Business
Lee County High School
UNCC
Bachelor of Arts (B.A.), Political Science and Government, 3.00
Missourians for Kander March 2015 - Present
Capitol Compliance Associates, Inc August 2014 - February 2015
Edward Jones March 2013 - June 2014
Old Republic Title Company February 2013 - April 2013
Bauer and Baebler, PC May 2012 - August 2012
Washington University in St. Louis May 2012 - August 2012
Klar, Iszak & Stenger LLC October 2011 - May 2012
Gateway Legal, Inc May 2011 - August 2011
MOPIRG May 2010 - August 2010
Weitz & Luxenberg February 2010 - May 2010
Skills
Legal Research, Legal Writing, Westlaw, Intellectual Property, Mediation, Lexis, Policy Analysis, Political Campaigns, Campaign Finance, Legislative Analysis, SPSS, Compliance, Legislative Research, Data Analysis, Campaign Management, Campaign Strategies, Direct Mail Campaigns, MySQL, Corporate Law, NGP, Commercial Litigation, Copyright Law, Bankruptcy, Securities Regulation, Personal Injury, Research, Public Speaking, Trials, Constitutional Law, Trademarks, PowerPoint, Litigation Support, Civil Litigation, Courts, Appeals, Employment Law, Litigation, Criminal Law, Legal Support, Legal Services, Public Policy, Legislative Relations, LexisNexis
Education
Washington University in St. Louis School of Law 2010 — 2012
Law, Merit Scholarship
Truman State University 2005 — 2009
Bachelor of Science (BS), Political Science, Presidential Scholar, Dean’s List;
Truman State University 2005 — 2009
Minor in Engish Composition
Swink, Fiehler & Company, P.C. February 2013 - Present
Edward Jones October 2012 - February 2013
Skills
Tax Preparation, Financial Statements, QuickBooks, Tax, CPA
Education
Truman State University 2007 — 2012
Master's degree, Accountancy
Fort Worth ISD August 2008 - Present
Fort Worth ISD August 2006 - June 2008
La Joya ISD August 2003 - June 2006
Progreso ISD June 2002 - June 2003
Edward Jones March 1999 - November 1999
Moody Insurance Group, Inc. March 1993 - November 1996
Skills
Student Engagement, Classroom Management, Qualified Teacher, Humor, Curriculum Development, Critical Thinking, Curriculum Design, Educational Leadership, Instructional Design, Team Leadership, Differentiated..., Gifted Education, Teacher Training, Teacher Mentoring, Staff Development, Teaching, Teaching Writing, Teaching Reading, Leadership, Lesson Planning, Team Building, Employee Engagement, K-12, Always Punctual, Classroom, Coordination, Creative Writing, Data Analysis, Genre Fiction, Education, English, Lecturing, Literacy, Mentoring, Motivation, Non-fiction, Novels, Observation, Proofreading, Collaboration, Tutoring, Educational Technology, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Receptionist Duties
Education
The University of Texas-Pan American 2000 — 2002
Bachelor's Degree, English Language and Literature, General, A
Davis Wealth Managment Group July 2011 - Present
Edward Jones November 2010 - June 2011
Atlantic Marine Electronics December 2009 - November 2010
West Marine 2007 - 2009
Peacock + Lewis Architects and Planners Inc 2004 - 2007
Skills
Outlook, Customer Service, Word, Excel, Microsoft Office, Event Planning, Administrative Support, Customer Relations, Coordination, Office Management, Research, Spreadsheets, Retail, Merchandising, Team Building, Microsoft Word, Microsoft Excel, Administrative..., Sales
Education
Towson University 1978 — 1982
Bachelor of Science, Business Administration
Everglades University May 2015 - Present
Everglades University October 2013 - May 2015
Family Video June 2009 - February 2013
Edward Jones 2013 - 2013
Skills
Accounting, Finance, Sales, Insurance, Teamwork, Customer Service, Financial Reporting, Financial Audits, Computer Proficiency, Highly detail oriented, Close Attention to..., High Sense Of Urgency, Access, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership
Education
Tiffin University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, 4.0
Tiffin University 2009 — 2012
Bachelor's Degree, Accounting and Finance, 3.65
NRG 2014 - 2015
Citi December 2011 - July 2014
St. Louis Integration January 2007 - November 2011
MiTek Industries Inc April 2010 - June 2011
MasterCard April 2009 - February 2010
Boeing April 2006 - April 2009
Express Scripts 2005 - 2006
Edward Jones January 2001 - January 2005
Skills
Vendor Management, Marketing Strategy, High Availability, Web Architecture, Business Analysis, Project Management, Agile Methodologies, SQL, Integration, Process Improvement, SOA, Strategic Planning, Web Development, Software Development, Business Intelligence, Content Management, Enterprise Architecture, SharePoint, Leadership, Strategy, SDLC, Online Marketing, Management, SEO, Change Management, SEM, Cloud Computing, Visio, Architecture, Oracle Certified DBA, Marketing, Program Management, Information Technology, E-commerce, SaaS, Architectures, CRM, IT Strategy, Consulting, Start-ups, Product Management, Security, IT Management, Cross-functional Team..., ITIL, Business Process, Unix, Linux, Software Project..., Requirements Analysis
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
Masters, Business
Truman State University 1996 — 2000
BS, Psychology
TD Ameritrade April 2015 - Present
Edward Jones September 2013 - February 2015
UPS February 2012 - September 2013
UPS February 2010 - February 2012
UPS February 2008 - February 2010
UPS December 2004 - February 2008
UPS September 2003 - December 2004
UPS June 2001 - September 2003
Skills
Leadership, Training, Operations Management, Cold Calling, Business Strategy, Supply Chain Management, Series 7, series 66, Social Media, Human Resources, Workforce Planning, Organizational..., HR Policies, Behavioral Interviewing, Turnitin, Employee Relations, Benefits Administration, Data Quality, Learning Management, Facilitators, Career Development, Background Checks, Unemployment, Professional Conduct, College Recruiting, Records Management, Project Staffing, Employee Recognition, Safety, Coaching, Logistics Management, Labor Relations
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Thomas Edison State College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Bradley, Foster & Sargent, Inc. September 2015 - Present
The Boston Consulting Group June 2015 - August 2015
Edward Jones June 2013 - September 2014
Wicked Wienahs May 2014 - August 2014
Trinity College February 2014 - May 2014
Koeppel Community Sports Center November 2013 - May 2014
Barnes & Noble August 2013 - May 2014
Skills
Teamwork, Public Speaking, Leadership, Microsoft Office, Work Ethic, Entrepreneurship, Social Media, Communication, Time Management, Project Planning, Prezi, Analysis, Problem Solving
Education
Trinity College-Hartford 2013 — 2017
Bachelor of Science (B.S.), Economics, 3.821 GPA
The Loomis Chaffee School 2011 — 2013
High School
Xaverian Brothers High School 2008 — 2011
High School
Edward Jones January 2014 - Present
Durden Outdoor Displays, Inc. January 2012 - January 2014
WTVY-TV October 2009 - April 2011
Magic Broadcasting, LLC August 2007 - October 2009
Education
Troy State University 1995 — 1998
BS, Broadcast Journalism
Hill Investment Group June 2012 - Present
Edward Jones June 2009 - June 2012
Edwad Jones June 2008 - June 2009
Education
Trinity University 2004 — 2008
BS, Business Administration
Frozen Beverage Dispensers February 2014 - Present
Frozen Beverage Dispensers January 2013 - January 2014
Frozen Beverage Dispensers February 2012 - December 2012
TVO North America June 2011 - January 2012
Edward Jones June 2010 - October 2010
Skills
Windows 7, Microsoft Excel, Microsoft Word, MacBook Pro, Financial Modeling, Forecasting, Finance, Sales, Time Management, Budgets, Event Planning, Financial Analysis
Education
The University of Texas at El Paso 2004 — 2010
Bachelor of Business Administration (BBA), Economics and Finance, 3.51
EP Health July 2012 - Present
The Income Project of America August 2010 - December 2014
Raymond James Financial Inc. September 2005 - August 2010
Edward Jones November 2003 - September 2005
Household International 2000 - 2003
US Army 1992 - 1996
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Long-term Care, Strategic Financial..., Portfolio Management, Insurance, Small Business Lending, Banking, Fixed Annuities, Retirement, Investment Advisory, Financial Advisory, Financial Analysis, Risk Management, Investment Strategies, 401k, Financial Planners, Life Insurance, Finance
Education
Logan 1988 — 1992
Tiffin University
Business Management
Harland Clarke 2012 - Present
United Bank 2010 - 2012
Edward Jones 2008 - 2010
Wachovia Bank 2007 - 2008
Wachovia Bank 2004 - 2008
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Finance, Loans, Mortgage Lending, Retail Banking, Sales, Sales Management, Small Business Lending
Education
Trevecca Nazarene University 1997 — 2001
Business Administration, Business
Edward Jones February 2014 - Present
Wells Fargo June 2012 - January 2014
North Wake Accounting Services, LLC February 2011 - April 2012
Bremer Bank July 2010 - December 2010
Bureau of Collection Recovery - an Aditya Birla Minacs company January 2010 - June 2010
Skills
Bookkeeping, Accounting, Tax Preparation, Xero, Quickbooks, Marketing Communications, Cloud Accounting, Small Business..., Financial Reporting, Payroll Administration, Payroll Taxes, Payroll Software, Consumer Banking, General Ledger, QuickBooks, Banking, Finance, Payroll, Accounts Receivable, Accounts Payable, Strategic Financial..., Insurance
Education
Thomas Edison State College 2010 — 2011
Accounting, Accounting, Business
Thomas Edison State College
John Graham & Associates March 2013 - Present
Midwestern Securities Trading, LLC March 2013 - Present
Edward Jones October 2009 - October 2011
CONTINENTAL CARBONIC PRODUCTS, INC. February 2000 - August 2009
CONTINENTAL CARBONIC PRODUCTS, INC January 2000 - January 2002
Tim Pleasant Trucking, Inc. January 1998 - January 2000
ABC Transportation Company, Inc. March 1987 - September 1999
Skills
Production Managment, Process Improvement, Budgets, Strategic Financial..., Operations Management, Leadership
Education
University of Illinois Springfield 2006 — 2008
MBA, Business
Troy University in Montgomery 1996 — 1998
BS, Resource Management
KPMG December 2013 - Present
Thomson Reuters April 2008 - December 2013
Robert Half Management Resources July 2007 - April 2008
TALX October 2006 - July 2007
Botz, Deal and Company, CPAs 2005 - 2006
Edward Jones December 2001 - April 2004
McBride & Son Homes October 2000 - November 2001
Arthur Andersen February 2000 - September 2000
Skills
General Ledger, Monthly Close Process, Financial Reporting, Account Reconciliation, Financial Analysis, Sales Commission, Microsoft Excel, SAP, Oracle Applications, PowerPoint, Microsoft Word, QuickBooks, ICM, Salesforce.com, Auditing, State Tax, Income Tax, Accounting, CCH, Non-profits, Budget Process, Cash Management, Corporate Tax, Accounts Payable, Payroll, Bank Reconciliation, Hyperion HFM, PeopleSoft, Forecasting, Cognos
Education
University of Alaska Anchorage 1995 — 2000
BBA, Accounting
The University of Texas at Dallas 1998 — 1999
Accounting
Truman State University August 2010 - Present
Monsanto Company May 2014 - August 2014
Edward Jones May 2013 - August 2013
Broadway Oyster Bar May 2012 - August 2012
Colors of Spring March 2007 - August 2011
Education
Truman State University 2010 — 2015
Bachelor of Science (B.S.), Accounting, Graduate Student
Cerner Corporation August 2014 - Present
White House Black Market May 2012 - December 2014
Cerner Corporation July 2013 - July 2014
Truman State University August 2011 - May 2013
Edward Jones June 2012 - August 2012
The Truman Institute December 2011 - May 2012
Truman State University Recreation Center August 2011 - December 2011
Spooner's Frozen Custard June 2006 - June 2011
Frito- Lay April 2011 - April 2011
Skills
Event Planning, Environmental Issues, Social Media Marketing, Microsoft Office, Logistics, Event Management, PowerPoint, Microsoft Excel, Social Media, Sustainability, Sustainability Marketing, Environmental Studies, Presentations, Research, Writing, SPSS, Advertising, Customer Service, WordPress
Education
Truman State University 2009 — 2014
Bachelor of Arts, Marketing, International Business, and Environmental Studies, Honors
Universidad Técnica Nacional 2010 — 2010
Bachelor of Arts, Business Administration; International Business and Marketing
Edward Jones September 2002 - Present
Fidelity Investments September 1995 - August 2002
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., IRAs, 401k Rollovers, Investment Advisory, Retirement, 401k, Asset Allocation, Saving for Education, Fixed Annuities, Uniform Combined State..., Wealth Accumulation
Education
The University of Texas at Dallas
BS, Public Admin
Bio-PAPPEL International 2011 - Present
Independent Paperboard Marketing April 2010 - June 2011
Edward Jones April 2009 - January 2010
MeadWestvaco October 2006 - January 2009
MeadWestvaco October 1997 - September 2006
Rock-Tenn Company September 1990 - August 1997
Jefferson Smurfit Corporation/Container Corporation of America October 1987 - August 1990
U.S. Army September 1983 - September 1987
Education
Trinity University 1979 — 1983
BS, Business
Specialized Accounting Services LLC November 2010 - Present
Edward Jones December 2005 - June 2010
United States Navy March 1983 - July 2004
Skills
Account Management, Accounting, Budgets, Business Development, Customer Service, Employee Benefits, Finance, Financial Reporting, Healthcare, Investments, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Office, Military, Navy, Operational Planning, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Risk Management, Strategic Financial..., Strategic Planning, Time Management, Training, Team Building, Financial Services, Financial Analysis, Analysis, Government
Education
Troy University 2000 — 2001
Master of Public Administration (MPA)
Edward Jones Owner and DesignerMinnow Web DesignDecember 2008 - Present
Principal Financial Group June 1995 - August 1995
Education
Truman State University 1992 — 1996
Principal Financial Group 2012 - June 2014
Investment Professionals, Inc. November 2008 - August 2012
Edward Jones October 2004 - November 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Wealth Management, Retirement, Annuities, IRA's, Estate Planning, Series 7, 401k, Long Term Care, Retirement Income..., Mutual Funds, Asset Management, Securities, Asset Allocation, Portfolio Management, Bonds, Fixed Income, Options, Risk Management, Public Speaking, Writing, Social Media Marketing, Marketing, Fixed Annuities
Education
Troy University 1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fairview Highschool 1987 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Continental Motors of Naperville - Acura, Audi, & Mazda September 2009 - Present
United States Army Reserve September 2002 - September 2010
Ambit Energy January 2008 - January 2010
Edward Jones March 2005 - January 2008
Skills
Start-ups, Strategy, Sales Management, Leadership, Account Management, B2B, Budgets, Business Development, Customer Service, Direct Sales, Cold Calling, Cross-functional Team..., Energy, Management, Marketing Strategy, Negotiation, Networking, Program Management, Public Speaking, Sales Operations, Selling, Training, Sales Process
Education
University of Hawaii at Manoa 2004 — 2006
B.S., Finance
Towson University 1998 — 2001
Associate's degree, Business Administration and Management, General
Edward Jones June 2012 - Present
Edinburg Independant School District August 2008 - May 2012
Skills
Retirement Planning, Estate Consideration, 401k Rollovers, 401k, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds
Education
The University of Texas-Pan American
Bachelor's Degree, Finance, General
Mako Medical Laboratories June 2015 - Present
Fitts Agency February 2012 - June 2015
Mako Medical Laboratories 2015 - 2015
Mako Medical Laboratories 2015 - 2015
Mako Medical Laboratories 2015 - 2015
Mako Medical Laboratories 2015 - 2015
VALIC Financial Services June 2008 - July 2010
Edward Jones June 2006 - July 2010
Skills
Medical Toxicology, Laboratory Skills, Laboratory Medicine, Healthcare Industry, Community Outreach, Community Engagement, Mass Spectrometry, LC-MS, Social Media, Fundraising, Public Speaking, Customer Service, Leadership, Personal Finance, Risk Management, Sales, Strategic Planning, Microsoft Excel
Education
University of Alabama 1980 — 1982
Health/Health Care Administration/Management
Troy University 1978 — 1979
Biology, General
Ameriprise Financial Services, Inc. March 2014 - July 2014
Spyder Trap November 2012 - March 2014
Edward Jones May 2006 - August 2011
Papyrus 2004 - 2006
Skills
Administrative..., Event Planning, Travel Arrangements, Appointment Scheduling, Outlook, Deposits, PowerPoint, Social Media, Facebook, Cash Handling Experience, Adobe Acrobat, Microsoft Office, Travel Planning, Administrative..., Customer Service, Fax, Process Scheduler, Social Media Marketing, Social Networking
Education
Truckee Meadows Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Truckee Meadows Community College 2009 — 2012
Associate of Science (AS), Culinary Arts/Chef Training
Edward Jones April 2015 - Present
AllianceBernstein May 2013 - August 2014
The University of Texas at San Antonio August 2012 - May 2013
The University of Texas at San Antonio January 2011 - May 2012
The Underwood Law Firm 2008 - 2010
Skills
International Relations, Teaching, Microsoft Excel, Economics, Management, Time Management, Microsoft Word, Event Planning, Customer Service, Social Media, Social Networking, Marketing, Social Media Marketing
Education
The University of Texas at San Antonio 2010 — 2014
Bachelors, Economics
Amarillo Community College 2008 — 2010
General Studies
Amarillo High School
Baker Motor Company December 2012 - February 2015
Hendrick Automotive Group 2015 - 2015
Edward Jones 2009 - 2010
Rockford Steel 2004 - 2009
Skills
Certified Life..., Steel Buildings, Sales&Marketing, Sales, Business Development, CRM, Sales Management, Sales Operations, Customer Satisfaction, Marketing Strategy, Account Management, Negotiation, Process Scheduler, Dealers
Education
Trident Technical College 2001 — 2005
Associates Business Management, Entrepreneurial and Small Business Operations
Edward Jones September 2002 - Present
Fidelity Investments September 1995 - August 2002
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, IRAs, 401k Rollovers, Variable Annuities, 401k, Asset Allocation, Fixed Annuities, Saving for Education, Uniform Combined State..., Wealth Accumulation, Wealth Management
Education
The University of Texas at Dallas
Citi May 2014 - Present
Citi 2011 - May 2013
Edward Jones October 2009 - April 2010
The Walt Disney Company September 2006 - May 2009
The Walt Disney Company May 1999 - September 2006
Walt Disney Attraction Sales July 1996 - April 1999
Skills
Marketing Strategy, Account Management, Marketing, New Business Development, Sales, Sales Management, Sales Operations, Strategic Planning, Tourism, Customer Service, Business Planning, Strategy, Business Strategy
Education
Thomas More College 2000 — 2002
MBA, Strategic Business Planning
University of Central Florida - College of Business Administration 1987 — 1990
BSBA, Marketing
St. John's/Northwestern Military Academy 1976 — 1981
General, College Prep
Oracle June 2008 - Present
BEA Systems January 2006 - May 2008
Edward Jones 1999 - 2005
Daugherty Business Solutions May 2002 - November 2002
Technology Partner Solutions, LLC February 1999 - May 2002
Skills
J2EE Architecture, Business Process Design, BPMN, BPEL, Oracle Service Bus, Oracle SOA Suite, Architecture Frameworks, TOGAF, Java Enterprise Edition, Integration, Weblogic, SOA, Architecture, Performance Tuning, Oracle BPEL, Architectures, WebLogic, Cloud Computing
Education
Tianjin University 1989 — 2006
Washington University in St. Louis 1996 — 1998
Women's Prayer International January 2015 - Present
Gethsemane Partners, LLC March 2009 - January 2015
USAA April 2004 - August 2007
Fixed Income Securities September 2002 - July 2003
Edward Jones 2000 - 2003
American Funds June 1996 - January 2000
Skills
Marketing Communications, Direct Marketing, Marketing, Sales, Integrated Marketing, Entrepreneurship, Social Media Marketing, Email Marketing, Advertising, Customer Service, Investments, CRM, Leadership, Market Planning, Management, Marketing Strategy, Public Speaking, Small Business, Social Media, Social Networking, Strategic Planning, Team Building
Education
The University of Texas at San Antonio 1993 — 1996
Business, Marketing
Edward Jones December 2008 - Present
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Strategic Financial..., Investments, Finance, Asset Allocation, Financial Advisory, Securities, Small Business, Rental Homes, Military, AAMS, Multi-generational..., Investment Strategies, Series 63, Customer Service, Public Speaking, Financial Planning, Team Building, Strategic Planning, Strategy, Leadership, Microsoft Office
Education
Thomas Edison State College
Bachelor of Science (BS), Finance, General
Edward Jones August 2014 - April 2015
Guilles Inc 2006 - April 2014
Secretaría de Economía México 2001 - 2005
Skills
Marketing Strategy, New Business Development, Strategic Planning, Business Strategy, Marketing, Public Relations, Business Planning, Entrepreneurship, Management, Sales, Food, Team Building, Management Consulting, Small Business, Restaurants, Sales Management, Series 7, series 66, Life Insurance, Economics, Negotiation, Customer Service
Education
The University of Texas-Pan American 2013 — 2015
Master of Business Administration (M.B.A.)
Universidad Autónoma de Nuevo León 1995 — 2000
Bachelor's degree, Economics
Arizona State University 1999 — 1999
Undergraduate coursework, Economics and Finance
Voya Financial Advisors, Inc. April 2013 - Present
Edward Jones November 1996 - March 2013
Skills
Strategic Financial..., Retirement Planning, Series 7, Retirement, IRAs, Investment Advisory, Wealth Management, Fixed Annuities, Mutual Funds, 401k Rollovers, College Savings Plans, Wealth Accumulation, Series 63, Asset Allocation, Long Term Care Insurance, Saving for Education, 529 Plans, Retirement Plan..., Variable Annuities, Roth IRA, Series 65, Wealth Management..., Financial Planners, Separately Managed..., Life & Health Insurance..., ETFs, Series 6, Trust Services, SEP IRA, 403 b, Securities, Personal Finance, Financial Goals, Municipal Bonds, 401k, Long-term Care, Simple IRA, Financial Advisory, Rollovers, Investment Advisory..., Retirement Savings, Income Protection, Investment Strategies, Estate Planning, Personal Financial..., Qualified Retirement..., FINRA, Wealth, Certified Financial..., Finance
Education
Lincoln Memorial University 1990 — 1992
M.Ed., Curriculum and Instruction
The University of Virginia's College at Wise 1987 — 1990
BA, History
Edward Jones November 2014 - Present
Citi September 2012 - October 2014
Savvis, a CenturyLink Company May 2012 - August 2012
American Equity Mortgage February 2011 - May 2012
American Equity Mortgage October 2009 - February 2011
McGraw-Hill Higher Education May 2009 - July 2009
Skills
Public Relations, Facebook, Marketing Communications, Email Marketing, Press Releases, CRM, Marketing Strategy, Google Analytics, Sales, Marketing, Social Media, Salesforce.com, Lead Generation, Management, B2B
Education
University of Missouri-Saint Louis 2013 — 2015
Master of Business Administration (MBA), Marketing, Digital Marketing
Truman State University 2005 — 2009
Bachelor of Arts, Business Administration - Concentration in Marketing, Minor in Communication
Oakville Senior High School 2001 — 2005
Nanny June 2011 - Present
Alamo Drafthouse Cinemas September 2014 - June 2015
Edward Jones January 2013 - May 2013
N.E.W. Customer Service Companies, Inc December 2012 - January 2013
Ashburn Village Sports Pavilion June 2008 - August 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership
Education
The University of Virginia's College at Wise 2010 — 2014
Bachelor’s Degree, Business Administration and Management
Edward Jones October 2014 - Present
Tierra Kay Properties April 2012 - October 2014
US Navy January 2009 - October 2012
Skills
Military, Security Clearance, National Security, Military Operations, Navy, Government, Military Experience, DoD, Operational Planning, Leadership, Defense, Public Speaking, Intelligence Analysis, Organizational..., Property Management, Curriculum Development, Negotiation, Technical Writing, Physical Security, Operations Management, Team Building, Critical Thinking, Customer Service, Event Planning
Education
University of New Orleans 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Pre-Law
Thomas Edison State College 2008 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial Services, Inc. May 2014 - Present
Housley Peters Law Office June 2014 - Present
Investment Professionals, Inc. March 2012 - May 2014
Edward Jones March 2008 - March 2012
Diane Housley Law Office January 2000 - March 2008
Law Office of Kathleen F Cook July 1994 - December 1999
Education
Thomas M. Cooley Law School 1991 — 1994
Doctor of Law (JD), Law
Western Michigan University
Edward Jones August 1998 - Present
AT&T May 1994 - August 1998
Skills
Insurance, Estate Planning, Investments, Retirement Income..., IRA's, Retirement, Wealth Accumulation, Series 7, Annuities, Wealth Management, Insurance Planning, 401k, Long Term Care, Asset Allocation, Mutual Funds, Wealth Transfer, Disability Insurance, Annuity, Financial Advisory, Series 63, Securities, Asset Management, Long-term Care, Portfolio Management, Asset Protection, Equities, Saving for Education, 401k Rollovers, Investment Strategies
Education
The University of Texas at San Antonio 1993 — 1995
Batchelor of Arts, Communications
University of Nebraska-Lincoln 1991 — 1993
Pre-Medicine/Pre-Medical Studies
GM Financial May 2013 - Present
Edward Jones March 2012 - May 2013
Hertz December 1998 - March 2012
Skills
Program Management, Change Management, Sales Management, People Management, Strategic Financial..., Investment Strategies, Lean Management, Six Sigma, Process Improvement, Management, Account Management, Budgets, Employee Relations, Financial Analysis, Fleet Management, Operations Management, Customer Service, Forecasting
Education
The University of Texas at San Antonio 2002 — 2006
Bachelor of Science (BS), Economics
Ballpark Village November 2013 - Present
Harry's Restaurant & Bar April 2012 - November 2013
American Liver Foundation January 2011 - November 2012
St. Louis Scott Gallagher April 2010 - January 2011
The National Children's Cancer Society June 2008 - April 2010
The Aries Company August 2006 - January 2008
MAC Meetings and Events August 2004 - August 2006
Destination St. Louis January 1999 - August 2004
Saint Louis Zoo June 1996 - January 1999
Edward Jones October 1992 - June 1996
Skills
Sponsorship, Sales Management, Marketing Strategy, Marketing Communications, Event Management, Event Planning, Creative Direction, Customer Service, Volunteer Management, Account Management, Creative Writing, Creative Strategy
Education
Truman State University 1987 — 1992
BA, Communications
Seeking New Opportunity & Challenge August 2015 - Present
Quest Diagnostics December 2003 - July 2015
Climate Express March 2003 - December 2003
Edward Jones April 2000 - June 2002
Ceridian February 1994 - February 2000
Skills
Healthcare, Customer Service, Hospitals, Strategic Planning, Process Improvement, Team Building, Training, Healthcare Management, Healthcare Information..., Leadership, Process Improvment, Avaya Technologies, IEX Total View, HP Service Manager, Call Centers, Management, Project Management, Software Documentation, Help Desk Support
Education
Webster University 1990 — 1995
Master of Business Administration (M.B.A.), Finance
Truman State University 1984 — 1989
Bachelor's degree, Business, Management, Marketing, and Related Support Services
'Self-Employed' August 2015 - Present
Self - Employed June 2015 - Present
edward jones 2009 - June 2015
Skills
Customer Service, Process Improvement, Mutual Funds, Cold Calling, Retirement Planning, Insurance, Retirement, Marketing, Public Speaking, Microsoft Office, Leadership, Sales
Education
The University of Texas Rio Grande Valley 1988 — 1989
N/A, Nursing
Harlingen high school
1987, Graduated class of 1987
ISSA
Personal trainer, Physical Fitness Technician
My Life May 2015 - Present
HQ USAFE-AFAFRICA/A3IE September 2011 - May 2015
603 Air and Space Operations Center, Ramstein AB Germany September 2009 - September 2011
United States Air Force June 1977 - October 2009
Kyzer Financial, LLC 2006 - 2009
Edward Jones 2002 - 2006
Skills
Military, Air Force, Command, Military Operations, DoD, National Security, Command & Control, Intelligence, Military Experience, Reconnaissance, Defense, Top Secret, Flights, Operational Planning, Government Contracting, Organizational..., Security Clearance, Military Aviation, Aviation, Aircraft, Information Assurance, Program Management, Leadership, Training, NATO, Weapons
Education
Troy State University 1993 — 1994
Master of Science (MS), Educational Leadership and Administration, General, 4.0
Edward Jones July 2014 - Present
Aiken County Victim Services November 2013 - May 2014
Midland Valley Country Club October 2012 - May 2013
Ruby Tuesday October 2009 - August 2011
Skills
Psychology, Research, Close Attention to..., Multi Tasking, Organization, Team Leadership, Communication, Writing, Time Management, Critical Thinking, PowerPoint, Microsoft Word, Public Speaking, Teamwork
Education
University of South Carolina-Aiken 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Tri-County Technical College 2009 — 2011
Associate of Arts (A.A.), Transfer Program
Edward Jones July 2015 - Present
TD Ameritrade December 2013 - July 2015
USAA July 2012 - December 2013
Fidelity Investments September 2011 - July 2012
Fidelity Investments November 2010 - September 2011
Fidelity Investments March 2010 - November 2010
Darden Restaurants May 2005 - February 2010
Skills
Management, Customer Satisfaction, Team Building, Call Centers, Lead Generation, Strategic Financial..., Customer Service, Microsoft Office, Series 63, Wealth Management, Asset Allocation, Financial Services, Investments, Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Finance, Portfolio Management, Sales, Banking, Leadership, Financial Planning
Education
Southern Methodist University 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Services
Southern Methodist University 2012 — 2013
Designation, CFp
The University of Texas at San Antonio 2004 — 2009
Bachelor, Finance
Edward Jones May 2015 - Present
Drs. Savage Sabol and Visser Orthodontics January 2013 - January 2015
Hoosier Park Racing and Casino March 2011 - December 2011
Texas Roadhouse June 2007 - January 2011
Maingate Inc. 2011 - 2011
Skills
Customer Service, Customer Satisfaction, Cashiers, Customer Experience, Product Marketing, Visual Design, Web Development, Marketing, Microsoft Office
Education
Tidewater Community College 2014 — 2016
Associate's Degree, Accounting
Practical Dental Assisting of Virginia Beach 2012 — 2013
Dental Assisting Certification, Dental Assisting/Assistant
Frankton Jr/Sr High School 2010 — 2011
Highland High School 2007 — 2010
Edward Jones December 2003 - Present
HEB July 2008 - March 2013
Skills
Financial Services, Investment Portfolio, Portfolio Management, Social Listening, Management, Retirement, Traditional IRA, Roth IRA, 401k, 403b, SEP IRA, Simple IRA, Equities, Fixed Income, Mutual Funds, Estate Planning, Long-term Care, Term Life Insurance, Permanent Life Insurance, Microsoft Excel, Fixed Annuities, Bonds, Municipal Bonds, Variable Annuities, Microsoft Office, Saving for Education, 529 Plans
Education
Tidewater Community College 1987 — 1988
Physical Therapy/Therapist
Edward Jones January 2015 - Present
Pruski Residence March 2012 - December 2014
American Funds April 2011 - March 2012
American Funds July 2005 - April 2011
Tan Biz LLC DBA LUXE Tanning January 2001 - July 2005
Skills
Sales Management, Salesforce.com, Expenses, Travel Arrangements, Event Planning, Meeting Scheduling, Customer Retention, Conflict Resolution, Workshop Facilitation, Workshop Development, Business Correspondence, Handle Multiple..., Work Under Minimal..., High degree of..., Employee Training, Presentation Skills, Team Leadership, Sales, Customer Service
Education
The University of Texas at San Antonio 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sandra Day O'Connor High School 1998 — 2000
High School, General Studies
Edward Jones May 2015 - Present
Medical Training College May 2014 - Present
A&M WeedMan February 1994 - April 2014
Skills
Customer Service, Public Speaking, Small Business, Marketing, New Business Development, Sales, Strategic Planning, Team Building, Microsoft Office, Negotiation, Sales Management, Landscape Maintenance, Marketing Strategy, Business Planning, Business Strategy, Coaching, Entrepreneurship, Contract Negotiation, Management, Account Management, Leadership, Budgets, Leadership Development, Strategy
Education
Thomas Edison State College 2005 — 2008
BA, Business Managment
Edward Jones May 2014 - August 2014
Truman State University September 2012 - February 2014
Stodden Lawn Care May 2007 - August 2013
Truman State University March 2012 - May 2013
Skills
Sales, Microsoft Office, Advertising, PowerPoint, Public Speaking, Social Media
Education
Truman State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Management and economics, Junior
St. Pius X High School (Kansas City) 2008 — 2012
Michael Page September 2015 - Present
Elegran Real Estate & Development August 2013 - September 2015
Edward Jones August 2010 - April 2014
D'Aarigo Bros. Co. December 2012 - January 2013
Perlmutter Properties June 2009 - August 2009
Headline Media May 2009 - June 2009
Skills
Real Estate, Sales, Microsoft Excel, Outlook, Customer Service, Investments, Finance, Negotiation, Buyer Representation, Comparative Market..., Real Estate Economics, Real Estate Financing, Luxury, PowerPoint, Public Speaking, Microsoft Office, Social Media, Event Planning, Research, Financial Recruiting, Interviews
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), History and Italian Studies
Edward Jones March 2008 - January 2012
Skills
Coaching, Business Analysis, Financial Services, Investments, Insurance, Leadership, Management Consulting, Portfolio Management, Marketing, Retirement, Retirement Planning, Strategic Financial..., Strategic Planning, Strategy, Wealth Management, Recruiting, Financial Planning
Education
The University of Texas-Pan American 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
Midwest Pool Management August 2009 - August 2013
Edward Jones May 2014 - August 2014
Truman State University January 2013 - May 2014
Skills
Accounting, Microsoft Excel, Financial Reporting, Auditing, Social Media, Aquatics, Pool Management, Microsoft Office, PowerPoint, Access, Leadership, Microsoft Word, Data Entry, Time Management
Education
Truman State University 2011 — 2015
Bachelor of Science (BS), Accounting
Self-employed January 2012 - Present
Edward Jones March 2010 - May 2012
Skills
Social Media Marketing, Fashion, Entrepreneurship, Marketing Strategy, Apparel, Social Media, Marketing, Retail, E-commerce, Advertising, Graphic Design, Small Business, Online Marketing, Online Advertising, Product Development, New Business Development, Start-ups, Sales, Brand Development
Education
Troy University Dothan 1998 — 2002
Lyons Consulting Group April 2011 - Present
Meridian Enterprises December 1996 - April 2011
Edward Jones March 1996 - December 1996
Skills
E-commerce, Agile Project Management, Agile Methodologies, Software Project..., User Experience, Web Project Management, Information Architecture, Project Management, Scrum, SDLC, Program Management, Mobile Applications, Web Applications, Mobile Devices, Software Development, Web Development, Magento
Education
Truman State University 1993 — 1996
Edward Jones July 2013 - Present
FINRA April 2011 - July 2013
TD Ameritrade January 2010 - April 2011
AXA Advisors May 2009 - August 2009
Education
Truman State University 2005 — 2009
Business Administration, Finance
Edward Jones March 2008 - Present
The Port of Virginia March 2006 - August 2006
Skills
Strategic Financial..., Wealth Accumulation..., Wealth Preservation..., Life Insurance, Long Term Care Insurance, Estate Planning, Financial Advisory, Wealth Accumulation, Investment Strategies, IRAs, Retirement Planning, Investment Advisory, 401k Rollovers, Wealth Management
Education
The University of Virginia's College at Wise 2004 — 2008
Bachelor of Science (BS), Business Administration
Edward Jones January 2005 - Present
Marshall & Oneal August 1997 - September 2004
Education
Troy University 1990 — 1995
B.S, Marketing
Edward Jones May 2013 - Present
Edward Jones April 2009 - April 2013
The Regional Business Council November 2008 - April 2009
Office of Missouri Governor Matt Blunt July 2007 - November 2008
Missouri Department of Labor and Industrial Relations January 2005 - July 2007
Missouri Transition Government November 2004 - January 2005
Skills
Public Policy, Policy, Analysis, Research, Legislative Relations, Legislation, Public Speaking, Policy Analysis, Government
Education
Truman State University 1999 — 2002
B.S., Political Science
SLUH 1995 — 1999
Edward Jones 2003 - Present
UPS September 2001 - February 2003
Edward Jones 2000 - 2001
Education
Truman State University 1996 — 2000
BA, English
Farmington High School 1992 — 1996
Mercedes-Benz Financial Services USA LLC September 2014 - Present
Edward Jones January 2014 - March 2014
Chase August 2012 - January 2014
JPMorgan Chase August 2012 - January 2014
Chase August 2012 - December 2013
Citi August 2004 - August 2012
Skills
Credit, Mortgage Lending, Loans, FHA, Loan Origination, Mortgage Banking, VA loans, Residential Mortgages, FHA financing, Real Estate Financing, Funding, Real Estate, Underwriting, Finance, Credit Analysis, Government Loans, Consumer Lending, Investment Properties, Financial Services, First Time Home Buyers, Financial Analysis, FHA Financing, VA Loans
Education
Trinity Baptist College 1992 — 1997
Bachelor of Arts (B.A.), Pastoral Theology
River Road High School 1986 — 1987
Edward Jones January 2009 - Present
Jos. C. O'Neal, Inc. Auctioneers & Appraisers January 2003 - January 2009
Skills
Wealth Management, Investment Advisory, Retirement, Investments, Fixed Annuities, 401k, 401k Rollovers, Portfolio Management, Certified Financial..., Retirement Planning, Series 7, Mutual Funds, IRAs, Investment Strategies, Wealth Accumulation, Life Insurance, College Savings Plans, Long-term Care, Bonds, Roth IRA, 529 Plans, ETFs, Term Life Insurance, Stocks, Strategic Financial..., Financial Advisory, Securities, Insurance, Wealth
Education
Towson University 1998 — 2002
Bachelor of Science, Accounting, Business Admin./Finance Concentration
Sussex Technical High School 1995 — 1998
High School, Business/Computer Technology
LPL Financial November 2000 - Present
LPL Finanical 2000 - Present
Edward Jones April 1993 - October 2000
United States Army October 1959 - September 1990
Skills
Series 7, Securities, Retirement Planning, Investments, Financial Services, Series 63, Mutual Funds, Wealth Management, FINRA, Investment Advisory, Asset Allocation, Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Portfolio Management, Finance, Alternative Investments
Education
Troy University
Flight Wealth Management November 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
Edward Jones February 2009 - May 2011
AXA Advisors September 2006 - February 2009
San Diego Riptide Football February 2004 - October 2004
IP Worldwide May 2003 - September 2003
Skills
Executive Management, Contract Negotiation, Contract Management, Sales Management, Proposal Creation, Public Relations, Legal Research, Legal Writing, Public Speaking, Team Building, Media Liason, Marketing Strategy, Logistical Coordination, Professional Networking, Social Networking, Microsoft Office
Education
Thomas Jefferson School of Law 2001 — 2004
Juris Doctorate, Sports/Entertainment, Technology and Communications Law
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts, Psychology
Socially Capable June 2015 - Present
SolidHires August 2012 - Present
Rollins, Inc. December 2013 - August 2014
Grand Canyon University 2011 - 2012
Edward Jones February 2009 - September 2011
US Army 1986 - 2008
Skills
Recruitment Training, College Recruiting, Military Skills, Hiring Personnel, Diversity Champion, Military Experience, Military Liaison, Business Development, Dynamic Trainer, Instructor-led Training, Military, Leadership Trainer, Public Speaking, Recruiting, Training, Leadership, Command, Army, Management, Personnel Management, Marketing, Leadership Development, Organizational..., Operational Planning, Interviews, Human Resources, Security Clearance, DoD, Team Building, Conflict Resolution, Tactics, Employee Training, Policy, Time Management, Resume Writing, Hiring, Career Counseling, Government, Intelligence Analysis, Career Development, Program Management, Military Operations, National Security, Sales, Defense, Intelligence, Government Contracting, Supervisory Skills, Emergency Management, Weapons
Education
Villanova University 2013 — 2013
Lean Six Sigma Black Belt Program
Troy State University
University of Notre Dame - Mendoza College of Business
Fidelity Investments June 2015 - Present
Agrium Advanced Technologies, Inc. June 2012 - July 2014
Wells Fargo Advisors October 2011 - June 2012
JPMorgan Chase April 2011 - October 2011
Edward Jones September 2008 - October 2010
Teach for America June 2006 - September 2008
Skills
Leadership, Finance, Management, Microsoft Office, Accounting, Project Management, Marketing Strategy, Project Planning, Microsoft Excel, Business Strategy, Budgets, Forecasting, PowerPoint, Business Analysis, Business Planning, Marketing Management, Event Planning
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Arizona 2008 — 2010
Masters of Business Administration (MBA)
University of Missouri-Columbia 2002 — 2006
BS in Business Administration, Marketing
Edward Jones June 2015 - Present
JobPlex, Inc. A DHR International Company June 2012 - June 2015
Skills
Microsoft Office, Multitasking Skills, Recruiting, Research, Executive Search, Search, Internet Recruiting, Job Search Strategies, Applicant Tracking..., Talent Acquisition, Sourcing, Technical Recruiting, Leadership, Time Management, College Recruiting, Human Resources, Temporary Placement, Screening Resumes, Talent Management, Benefits Negotiation, Cold Calling
Education
Truman State University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Cor Jesu Academy 2004 — 2008
Edward Jones September 2014 - Present
Starbucks September 2013 - July 2014
Skills
Stock Control, Financial Risk, Time Management, Microsoft Excel, Teamwork, Leadership, Access, Microsoft Office, Microsoft Word, Dentistry, Oral & Maxillofacial..., Crown Molding, jaw repair, Marketing Strategy, Financial Analysis, Veneers, Strategic Financial..., Stock Market, Aesthetic Surgery, Dentures, Dentrix, Endodontics, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Financial Statements, Private Equity, Monte Carlo Simulation, Trading, Public Speaking, Team Leadership, Data Entry, Customer Service
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master of Science (M.S.), Finance, General
The University of Texas at Dallas 2010 — 2014
Bachelor of Science (B.S.), Dentistry
The University of Texas at Dallas - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Edward Jones December 2013 - Present
Frances Rivera Rittmann, GRI Professional Real Estate Agent August 2013 - September 2013
Self-employed 2005 - 2013
Skills
Time Management, Asset Management, Entrepreneurship, Leadership, Program Management, Coaching
Education
The University of Texas at El Paso 1980 — 1998
Bachelor of Arts (B.A.), Political Science and Government
University of San Diego 1985 — 1985
Lawyer's Assistant Program
Ysleta High School 1977 — 1980
Through Grandma's Eyes Genealogy July 2011 - Present
Grainger Industrial Supply February 2004 - October 2011
Edward Jones March 1994 - May 2004
Skills
Social Media, New Business Development, Team Building, Account Management, Strategic Planning, B2B, Fundraising, Direct Sales, Sales, Event Planning, Sales Management, Public Relations
Education
Melbourne Community college
Troy State University
Liberty Mutual Insurance August 2012 - Present
Peerless Insurance August 2008 - August 2012
Edward Jones April 2007 - August 2008
MFS Investment Management February 2006 - April 2007
Putnam Investments November 2004 - September 2005
Education
Thomas College 2002 — 2006
Marketing Management
The City of El Paso January 2015 - Present
The Minton Law Firm January 2009 - January 2015
State of Texas September 2003 - January 2009
Minton Law Firm February 2000 - September 2003
James, Goldman & Haugland, P.C. September 1997 - February 2000
Klinedinst PC January 1997 - August 1997
Edward Jones October 1993 - April 1994
Skills
Civil Litigation, Litigation, Commercial Litigation, Bankruptcy, Courts, Commercial Real Estate, Legal Writing, Appeals, Legal Research, Mediation, Program Management, Contract Negotiation, Government, Leadership, Strategic Planning
Education
The University of Texas at El Paso 2015 — 2016
Master of Business Administration (MBA)
The University of Texas School of Law 1994 — 1996
JD
United States Military Academy at West Point 1986 — 1990
Vidor High School 1982 — 1986
Fifth Third Bank June 2010 - Present
Edward Jones 2007 - 2010
USBank September 2004 - September 2007
United States Army 1998 - 2004
Skills
Segmentation, Marketing Strategy, Marketing, Direct Marketing, Strategy, Analytics, Competitive Analysis, CRM, Market Research, Customer Insight, Advertising
Education
Xavier University - School of Business Administration 1994 — 1997
MBA
The University of Texas at El Paso
BBA, business
Edward Jones January 2000 - Present
Edward Jones January 2000 - Present
Skills
Portfolio and..., Retirement Plan..., Saving, spending and..., Individual retirement..., Business Retirement..., Systematic Investing, Estate Considerations, Education Savings, Annuities, Insurance, Mutual Funds, Equity Investments, Common Stock, Fixed Income Investments, Asset Allocation, Asset Protection..., Financial Analysis, Wealth Management
Education
Truman State University 1989 — 1994
Hughes Financial Group February 2011 - Present
Edward Jones August 2007 - February 2011
Skills
Retirement Planning, Wealth Management, Series 7, Uniform Combined State..., Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Series 63, Portfolio Management, IRAs, Securities, 401k Rollovers, 401k, Series 65
Education
The University of Texas at El Paso 2002 — 2007
Bachelor of Business Administration (B.B.A.)
Edward Jones September 2008 - Present
Skills
Marketing, Marketing Communications
Education
Truman State University 1999 — 2003
Francis Howell
Edward Jones January 2010 - Present
Central Independent Television July 1978 - April 1988
Skills
Film, Office Administration, Outlook, Administrative..., Office Management, Microsoft Excel, Customer Service, Telephone Skills, Administration, Invoicing, Event Planning, Data Entry, Spreadsheets, Accounts Payable
Education
Thomas Edison State College 1995 — 1996
Business, Business Administration
Harold Washington College, Chicago 1995 — 1995
Associate's degree, General Studies
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors January 2012 - March 2013
Edward Jones April 2011 - December 2011
CC Coaching and Consulting, Inc. February 2003 - August 2010
Aurora Symphony Orchestra July 2004 - July 2007
Great Southern Bank July 1999 - August 2000
Skills
Investments, Mutual Funds, Asset Allocation, Portfolio Management, Valuation, Financial Advisory, Strategic Financial..., Series 7, 401k, Financial Services, Finance, Risk Management, Financial Modeling, Non-profit..., Non-profit Board..., Leadership, Non-profit Leadership, Financial Planning, Retirement Planning, Retirement, Asset Management, Investment Advisory, Wealth Management, Wealth, Investment Strategies, Diversification, Equities, Stocks, Bonds, Securities, Research, Investment Products, Insurance, Annuities, PowerPoint, Word, Team Management, Contact Management, Budget Management, Client Service, Financial Analysis, Customer Service, Microsoft Office, Excel, Series 63, Uniform Combined State..., Management
Education
University of Denver - Daniels College of Business 2008 — 2010
Master of Science in Finance, Investments
Truman State University 1994 — 1998
B.M., Percussion Performance
Salem Senior High School 1990 — 1994
Churchill Center & School March 2010 - Present
Medicine Shoppe International, Inc August 2007 - December 2009
Edward Jones July 2006 - June 2007
Wolfe Nilges Nahorski, P.C. August 2001 - June 2006
Controller's Office, Kirksville College of Osteopathic Medicine May 2000 - May 2001
Education
Truman State University 1999 — 2001
B.S., Accounting
Truman State University 1999 — 2001
Bachelor of Science, Accountancy
Edward Jones June 2010 - Present
Deb Thompson/Freedom Realty April 2009 - June 2010
Deb Thompson/Freedom Realty April 2009 - June 2010
Fulton Industries Inc October 2006 - November 2008
Fulton Industries Inc October 2006 - November 2008
2006 Meridian Title Company November 2005 - October 2006
Meridian Title Company November 2005 - September 2006
Meridian TItle November 2005 - September 2006
The Island Grill August 2005 - September 2005
2005 Carolina Bagel Co July 2005 - August 2005
Skills
Customer Service, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Data Entry
Education
Tri-State University 1994 — 1997
Tri-State University 1994 — 1997
Psychology/Criminal Justice
Mishawaka High School 1990 — 1994
Tri-State University
Psychology/Criminal Justice
Tri-State University
Psychology/Criminal Justice
Big Brothers Big Sisters of the Suncoast July 2008 - Present
Plantation Golf & Country Club October 1988 - May 2014
Edward Jones 1986 - 1988
Skills
Sports, Sports Marketing, Golf, Sports Management, Golf Courses, Golf Course Management, Golf Instruction, Event Management, Tournaments, Sponsorship, Club, Event Planning, Budgets, Team Building
Education
Thiel College 1971 — 1974
Commercial and Advertising Art
Kiski Springs School
Edward Jones May 2009 - May 2013
Quick Turn Merchandising February 2006 - August 2008
LGP Allgon Telecom Ltd/Powerwave Technologies January 2000 - March 2005
HCA Gulf Coast Network (6 hospitals FL & AL) December 1995 - March 1998
HCA Arlington Medical Center April 1994 - November 1995
HCA Arlington Medical Center 1993 - 1994
HCA Arlington Medical Center 1988 - 1992
Skills
Account Reconciliation, Analysis, Budgets, Management
Education
Okaloosa Walton Jr College
AA, Business, Theater
Troy University
Accounting
Edward Jones September 2003 - Present
Piper Jaffray January 1985 - September 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, 401k Rollovers, Insurance, Loans, Strategic Planning, Estate Considerations, Portfolio Strategies, Asset Strategies
Education
Trinity International University 1979 — 1983
BA
Trinity International University
Bachelor's degree
Edward Jones
Skills
Disaster Recovery, Process Improvement, Six Sigma, Visio, SDLC, Program Management, Software Documentation, Business Analysis, Project Management, Customer Service
Education
Truman State University 1975 — 1979
BS, Business Admin
Edward Jones February 2013 - Present
Edward Jones September 2009 - February 2013
Edward Jones April 2007 - September 2009
Education
Truman State University 2000 — 2004
BS, Business Administration
Edward Jones February 2012 - Present
Edward Jones August 2010 - February 2012
Edward Jones June 2000 - August 2010
Skills
Series 7, CLU, ChFC, Insurance, Series 63, Annuities, Marketing Strategy, Product Marketing, Business Relationship...
Education
Truman State University 1996 — 2000
BS, Business Administration - Marketing
Edward Jones 2007 - Present
The May Company Department Stores/Macy's Midwest August 2001 - February 2007
Skills
Series 7
Education
Truman State University 1997 — 2001
Bachelor of Science (B.S.), Business Administration - Marketing; Minor - Economics
Silgan Can Company HR ManagerFarmland FoodsSeptember 2007 - November 2008
Good Shepherd Home September 2005 - April 2007
Edward Jones August 2003 - August 2005
ThyssenKrupp December 1999 - April 2003
Skills
Human Resources, Employee Engagement, Leadership, Continuous Improvement, Labor Relations
Education
Tiffin University 1994 — 2001
Bachelor of Science, Human Resources
Visionary Wealth Advisors March 2014 - Present
Northwestern Mutual July 2012 - March 2014
Edward Jones January 2012 - April 2012
Bank of America February 2006 - November 2011
Skills
Investment Advisory, Portfolio Management, Customer Relations, Financial Analysis, Life Insurance, Disability Insurance, Long Term Care Insurance, Banking, Cash, Wealth Management, Financial Advisory, Securities, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Finance
Education
Webster University 2007 — 2010
Masters of Science, Finance
Truman State University 2000 — 2004
Bachelor of Arts, Music
Coldwell Banker Gundaker August 2015 - Present
Edward Jones April 2011 - August 2015
IT Consulting firm July 2010 - April 2011
TouchPoint Autism Services February 2008 - July 2010
Skills
Recruiting, Public Speaking, Training, Management, Leadership, Nonprofits, Healthcare, Customer Service, Leadership Development, Coaching, Strategic Planning, Employee Benefits, Fundraising, Human Resources, Process Improvement, Insurance
Education
Truman State University 2003 — 2006
B.S., Psychology
Washington University in St. Louis
Nonprofit Management
St. Pius X
Basic IDIQ, Inc. November 2005 - Present
PM Realty Group 2000 - 2005
Edward Jones 1999 - 2000
Skills
Team Building, Contract Negotiation, Contract Management, Budgets, Construction Management, Negotiation, Construction, Process Scheduler, Project Estimation, Strategic Planning, New Business Development, Project Planning, Business Strategy, Value Engineering, Leadership, Subcontracting, Operations Management, Customer Service, Supervisory Skills, CPM Scheduling, Cost Control, Public Relations, Project Coordination, Submittals, Procurement, Real Estate, Business Planning, Accounting, Engineering, Financial Analysis, Employee Relations, Market Research, Facilities Management, Design-Build, System Administration, Project Management, Contractors, Microsoft Office, Account Management, Administration, Customer Relations, Budgeting, Problem Solving, Financial Reporting, Compliance, Bilingual, Advisory Boards, Job Order Contracting, Facilities Operations
Education
The University of Texas at El Paso 1993 — 1998
Bachelor of Business Administration, Finance
El Paso High School 1989 — 1993
High School Diploma
St. Clements School - El Paso 1979 — 1989
Edward Jones 2013 - Present
University of Central Florida January 1999 - Present
Boethos Software October 2005 - April 2012
New Covenant Anglican Church August 2006 - June 2009
Florida Counseling Foundation January 2006 - January 2007
Willow Creek Counseling Center August 2003 - January 2006
YMCA of Central Florida June 1998 - October 2001
Skills
Higher Education, Teaching, University Teaching, College Teaching, Student Development, Curriculum Development, Distance Learning, Academic Advising, Adult Education, Curriculum Design, Instructional Design, Technical Writing, Environmental Issues, Public Speaking, Coaching, Motivational Speaking, "Plant Strong" Nutrition, Low Ropes Course..., High Ropes Course..., Teambuilding Facilitator, Environmental..., Teacher Mentoring, Mentoring Graduate..., Simplifying the Complex
Education
Reformed Theological Seminary 2001 — 2003
Master of Arts (MA), Counseling
University of Central Florida 1996 — 1999
Master of Arts (MA), Communication, General
Towson University 1986 — 1990
Bachelor of Arts (BA), Communication, General
SchoolsFirst Federal Credit Union August 2012 - Present
Edward Jones October 2009 - July 2012
Edward Jones June 2006 - October 2009
Education
Truman State University 1988 — 1990
BA, Management
Edward Jones August 2014 - Present
Merrill Lynch June 2009 - August 2014
Wachovia Securities/First Clearing September 2008 - June 2009
Wachovia/Wells Fargo 2006 - 2008
Wachovia Bank 1996 - 2005
Skills
Management, Leadership, Microsoft Office, Sales, Microsoft Word, Human Resources, Talent Acquisition, Interviews, Employee Relations, Talent Management, Onboarding, Research, Time Management, Marketing, Finance, Performance Management, Team Building, Strategic Planning, Recruiting
Education
Troy University 1987 — 1991
Bachelor of Science (B.S.), Economics
Edward Jones May 2013 - February 2014
Cambridge Savings Bank March 2012 - June 2012
Commercial Bank of Africa April 2009 - July 2011
State Street Bank January 1999 - May 2008
Fritz Companies August 1993 - January 1999
Skills
Credit Analysis, Credit, Banking, Portfolio Management, Credit Risk, Financial Analysis, Financial Risk, Risk Management, Relationship Management, Commercial Banking, Investments, Commercial Lending, Retail Banking, Report Writing, Leadership Development, Training
Education
Thunderbird School of Global Management 1992 — 1993
Master of International Management, International Business
University of Nairobi 1988 — 1991
Bachelor of Commerce, Business Administration
Plancorp, LLC August 2006 - Present
Bank of America 2005 - 2006
Edward Jones 1999 - 2005
Skills
Microsoft Excel, Operations Management, Assemblage, Systems Integration, iRebal, PortfolioCenter, Salesforce, Advisor Exchange, Salesforce.com, Process Improvement, Technology Integration
Education
Truman State University 1988 — 1993
Bachelor of Science (B.S.), Criminal Justice
Christian Brothers College High School
Self October 2013 - Present
Edward Jones October 1983 - October 2013
Education
Truman State University
BS and MA, History
University of Iowa
Doctor of Philosophy (Ph.D.), Educational Administration and Supervision
Charles Schwab September 2015 - Present
Edward Jones February 2011 - July 2015
Skills
Finance, Investments, Retirement Planning, Wellness
Education
The University of Texas at San Antonio 2005 — 2007
Business, Kinesiology
Ozark Heritage Association, Inc. March 2015 - Present
Edward Jones June 2006 - Present
Ozark Area Chamber of Commerce November 2012 - November 2014
Fort Rucker - Wiregrass Chapter AUSA 2010 - January 2014
Ozark Rotary Club July 2012 - July 2013
Wiregrass Habitat for Humanity June 2010 - June 2012
Education
Troy State University 1993 — 1997
BS, Finance
Edward Jones April 2004 - Present
Edward Jones February 2004 - Present
Skills
Strategic Planning, Microsoft Office, Teaching, Editing, Negotiation, Non-profits, Community Outreach, Event Management, Event Planning, Public Relations, Grant Writing, Marketing, Training, Fundraising, Curriculum Design, Contract Negotiation, Social Networking, Legal Research
Education
Towson University 1978 — 1982
Bachelor's degree, Mass Communication/Media Studies
JPMorgan Chase & Co. February 2014 - Present
Edward Jones March 2013 - November 2013
FinSer September 2011 - March 2013
Skills
Series 7
Education
The University of Texas at San Antonio 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Edward Jones ManangerWithheldSeptember 2007 - September 2012
JPMorgan Chase September 2007 - September 2012
Education
Tiffin University 2009 — 2011
Master's degree, MBA
Wittenberg University 1997 — 2001
Business Administration and Management, General
Edward Jones March 2012 - Present
SJR Creative Solutions 2007 - 2009
Bentall Real Estate Services 1997 - 2005
Education
Thompson Rivers University 2009 — 2010
Business Management
International Council of Shopping Centres 2004 — 2004
Marketing
Edward Jones June 2015 - Present
Jefferson College June 2014 - Present
University of Missouri - St. Louis January 2014 - Present
Freelance December 2009 - Present
University of Missouri - St. Louis May 2012 - December 2013
URI Information Services October 2009 - December 2013
University of Missouri - St. Louis December 2011 - May 2012
Landlocked Media July 2008 - December 2011
Monsanto July 2002 - July 2005
Kforce December 2001 - March 2002
Skills
Project Management, E-Learning, Curriculum Design, Creative Writing, Teaching, Copywriting, Learning Management..., Instructional Design, Adult Learning Theory, Blackboard, Instructional Technology, WebEx, Social Media, University Teaching, Academic Writing, Bonfyre, Public Speaking, Editing, Workshop Leader, Proofreading, Copy Editing, Publishing, Qualtrics, Adobe Creative Suite, Microsoft Office, Published Author, Publications, Research, Creative Non-fiction, Grant Writing, Rhetoric, Scholarly Research, Speech Writing, English grammar, Scientific Writing, SAP, InDesign, Leadership Development, Cross-cultural Training, ESL, Publication Production, Civic Engagement, Canvas, Gender Studies, Poetry, IRB Certified, Sociolinguistics, Essays, Linguistics, Higher Education
Education
University of Missouri-Saint Louis 2011 — 2013
Master of Arts (M.A.), English (Composition Studies), 4.0
University of Missouri-Saint Louis 2011 — 2013
Certificate of Graduate Study, University Teaching
University of Missouri-Saint Louis 2011 — 2013
Certificate of Graduate Study, Ethnic, Cultural Minority, Gender, and Group Studies, 4.0
Truman State University 1996 — 2000
BA, Biology
UMB Fund Services August 2011 - Present
State Street July 1995 - August 2011
Edward Jones June 1994 - July 1995
American Century Investments 1992 - 1994
Skills
Mutual Funds, Fund Accounting, Global Custody, Alternative Investments, Investments, Bloomberg, Financial Analysis, Securities Lending, Asset Managment, Process Improvement, Collateral Management, Derivatives, Securities, Equities, Fund Administration, Financial Services
Education
Truman State University 1987 — 1991
BS, Business Administration/Finance
Edward Jones December 2012 - Present
Emerson August 1997 - December 2012
Deloitte May 1989 - August 1997
Skills
SEC filings, Strategic Financial...
Education
Washington University in St. Louis
Master of Business Administration (M.B.A.), Finance
Truman State University
Bachelor of Science (B.S.), Accounting
Edward Jones 2014 - Present
United States Air Force March 1994 - March 2014
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Research, Editing, Strategic Planning, Customer Service, Budgets, Teaching, Team Building, Social Media, Policy, Leadership, Leadership Development, Government
Education
Trident University International 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Wisconsin Madison 1988 — 1993
Bachelor of Arts (B.A.), History
Edward Jones August 2008 - Present
SIRVA September 1992 - August 2008
Education
Truman State University 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
St. Charles High School 1980 — 1984
Edward Jones March 2013 - Present
Edward Jones January 2012 - March 2013
Edward Jones June 2010 - December 2011
Skills
Series 7, Series 66, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Communication, Coaching & Mentoring, Relationship Building, Social Media, Marketing, Financial Solutions, Mutual Funds, Education Savings, Advisory Solutions, Direct Marketing
Education
Truman State University
Business Administration, Finance/ Marketing Concentrations and Communication Minor
Edward Jones September 2013 - Present
Advanced Hearing group 2011 - 2012
Dr. David Fields (Ortho) January 2003 - August 2010
Skills
People-oriented, Friendly Personality, Multi-tasked, Reliable, Multi-skilled, Insurance, Medical Records, Organizational..., Goal Oriented
Education
Towson University
Bachelor of Business Administration (B.B.A.), Marketing and Management
Gregory L. Zinselmeier CPA January 2014 - Present
Edward Jones February 2008 - February 2014
Humes & Barrington, LLP January 2004 - February 2008
Skills
Microsoft Office, PeopleSoft Financial, Financial Reporting, Accounting, Auditing, Financial Statements, CPA, Financial Analysis, Forecasting, Analysis, Corporate Tax, GAAP, Management
Education
University of Missouri-Saint Louis 2003 — 2004
Master's degree, Accounting
Truman State University 1999 — 2003
Bachelor's degree, Accounting
Edward Jones March 2014 - October 2014
Lumber Liquidators March 2011 - March 2014
Skills
Store Management, Merchandising, Visual Merchandising, Retail, Inventory Control, Retail Sales, Store Operations, Profit, Inventory Management, Shrinkage, Driving Results, P&L, Sales
Education
The University of Virginia's College at Wise 2002 — 2008
Bachelor of Science (BS), Economics
Independent Financial Services - July 2007 - October 2013
County Line Incorporated March 2007 - January 2013
Waddell & Reed September 2005 - February 2007
Edward Jones May 2004 - August 2005
Colocoline Inc. dba The County Line April 1994 - December 2002
Skills
Strategic Financial..., Market Analysis, Economics, Financial Analysis, Employee Benefits, Working Capital..., Balance Sheet, Income Statement, Budgets, Consulting, Hospitality Management, Purchasing, Food & Beverage, Training, Cross-functional Team..., Technical Writing, PowerPoint, Microsoft Excel, Microsoft Word, Visio
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.78
The University of Texas at El Paso 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Edward Jones October 2008 - Present
Education
Chilton County High School
Troy University
BA, Finance, General
Houston Community College July 2013 - Present
AIG January 2010 - June 2013
Edward Jones May 2009 - January 2010
Spring Branch ISD August 2006 - May 2009
Skills
Finance
Education
West Texas A&M University 2014 — 2016
Master's degree, Finance and Economics
University of Houston-Downtown 2004 — 2005
Bachelor's degree, Political Science and Government
University of Central Arkansas 2002 — 2003
Trinity Valley Community College 2000 — 2001
Associate of Science (A.S.)
Bi-State Development October 2014 - Present
Bi-State Development August 2012 - October 2014
St. Louis Metropolitan Police Department November 2011 - August 2012
Edward Jones April 2008 - November 2011
A.G. Edwards & Sons, Inc. August 1997 - April 2008
Skills
ASP.NET MVC, .NET, Microsoft SQL Server, Oracle Database, WordPress, Management, Requirements Analysis, Software Development
Education
Truman State University 1986 — 1989
Bachelor of Science (B.S.), Computer Science