Edward Jones

Industry: Investment company

Description

Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)

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Edward Jones Employees

Employee
Years
Job
Industry
Senitra Blackburn, SPHR, SHRM-SCP Senitra Blackburn, SPHR, SHRM-SCP Birmingham, Alabama Area Details
Senitra Blackburn, SPHR, SHRM-SCP's Edward Jones Experience January 2012 - June 2013
Job Senior HR Consultant at HRM, Inc.
Industry Human Resources
Experience
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

Jocelyn Cates, CRPC Jocelyn Cates, CRPC San Antonio, Texas Details
Jocelyn Cates, CRPC's Edward Jones Experience May 2001 - April 2004
Job Vice President of Business Development/Financial Advisor
Industry Financial Services
Experience
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

Raquel Slade Raquel Slade O Fallon, Missouri Details
Raquel Slade's Edward Jones Experience June 2000 - January 2002
Job Resident Assistant/LIMA at Delmar Garden Villas Ofallon
Industry Retail
Experience
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

Bev Anzelmo Bev Anzelmo Mesa, Arizona Details
Bev Anzelmo's Edward Jones Experience April 2006 - Present
Job Senior Branch Office Admin at Edward Jones
Industry Financial Services
Experience
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

Frederick Doll Frederick Doll Richmond, Kentucky Details
Frederick Doll's Edward Jones Experience March 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Eddie Needham Eddie Needham Coronado, California Details
Eddie Needham's Edward Jones Experience April 2014 - March 2015
Job Retired Navy Veteran
Industry Military
Experience
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

Josh Galloway Josh Galloway Dallas/Fort Worth Area Details
Josh Galloway's Edward Jones Experience 2006 - 2007
Job Director of Finance at NCPA and Senior Accountant at EY
Industry Financial Services
Experience
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

Erin Clem Erin Clem Ashburn, Virginia Details
Erin Clem's Edward Jones Experience January 2013 - Present
Job Student at The University of Virginia's College at Wise
Industry Higher Education
Experience
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

Abbey (Martin) Jettinghoff Abbey (Martin) Jettinghoff Lima, Ohio Details
Abbey (Martin) Jettinghoff's Edward Jones Experience August 2011 - July 2013
Job Assistant Chief Deputy Auditor at The City of Lima, Ohio
Industry Accounting
Experience
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

David Yonce David Yonce Saint Louis, Missouri Details
David Yonce's Edward Jones Experience June 2008 - November 2012
Job Strategic Planning and Corporate Development Analyst at The Laclede Group
Industry Utilities
Experience
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

Katherine (McCormack) Buhrman Katherine (McCormack) Buhrman Greater St. Louis Area Details
Katherine (McCormack) Buhrman's Edward Jones Experience July 2015 - Present
Job Data Analyst Firm Analytics at Edward Jones
Industry Financial Services
Experience
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

Anushri Thakkar Anushri Thakkar Greater St. Louis Area Details
Anushri Thakkar's Edward Jones Experience May 2015 - August 2015
Job Student at Truman State University
Industry Marketing and Advertising
Experience
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

Nick DeNardo Nick DeNardo Monroe, Louisiana Details
Nick DeNardo's Edward Jones Experience December 2006 - January 2010
Job
Industry Human Resources
Experience
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

Mark E. Lawrence Mark E. Lawrence Houston, Texas Area Details
Mark E. Lawrence's Edward Jones Experience 2001 - 2012
Job President and Wealth Consultant at Sterling Portfolio Managers LLC ~ "Advice for Today. Planning for Tomorrow."
Industry Financial Services
Experience
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

Alex J. Thrasher Alex J. Thrasher Columbia, Missouri Area Details
Alex J. Thrasher's Edward Jones Experience June 2014 - August 2014
Job Law School Admissions Assistant at University of Missouri
Industry Law Practice
Experience
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

Colby Bycroft Colby Bycroft Des Moines, Iowa Area Details
Colby Bycroft's Edward Jones Experience June 2013 - August 2013
Job Student at Truman State University
Industry Accounting
Experience
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

Jeff Baumhoer CFP® Jeff Baumhoer CFP® Greater St. Louis Area Details
Jeff Baumhoer CFP®'s Edward Jones Experience October 1989 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Mark Beckrich Mark Beckrich Greater St. Louis Area Details
Mark Beckrich's Edward Jones Experience 2006 - 2012
Job Financial Consultant at Cornerstone Wealth Management
Industry Investment Management
Experience
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

Beady B Waddell III JD, LLM, ChFC, CLU Beady B Waddell III JD, LLM, ChFC, CLU Charlotte, North Carolina Area Details
Beady B Waddell III JD, LLM, ChFC, CLU's Edward Jones Experience August 2000 - August 2002
Job MassMutual Financial Group
Industry Financial Services
Experience
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

Andrew Madras Andrew Madras Columbia, Missouri Details
Andrew Madras's Edward Jones Experience March 2013 - June 2014
Job Operations and Compliance Manager at Missourians for Kander
Industry Political Organization
Experience
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

Chris Kovach, CPA Chris Kovach, CPA Saint Louis, Missouri Details
Chris Kovach, CPA's Edward Jones Experience October 2012 - February 2013
Job Staff Accountant at Swink, Fiehler & Company, P.C.
Industry Accounting
Experience
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

Rebecca Pyle Rebecca Pyle Dallas/Fort Worth Area Details
Rebecca Pyle's Edward Jones Experience March 1999 - November 1999
Job Are you looking for an energetic Evil Genius? ELA Lead Content Teacher/Department Chair/Teacher of the Year
Industry Education Management
Experience
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

Lyn Davis Lyn Davis Fort Pierce, Florida Area Details
Lyn Davis's Edward Jones Experience November 2010 - June 2011
Job Client Services Specialist at Davis Wealth Management Grou
Industry Financial Services
Experience
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

Emily Herron, MBA Emily Herron, MBA Fort Lauderdale, Florida Details
Emily Herron, MBA's Edward Jones Experience 2013 - 2013
Job Financial Aid Director at Everglades University
Industry Higher Education
Experience
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

Keith Aumiller Keith Aumiller Greater Philadelphia Area Details
Keith Aumiller's Edward Jones Experience January 2001 - January 2005
Job Technology Manager
Industry Information Technology and Services
Experience
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

Chris Ledford Chris Ledford Richmond, Virginia Area Details
Chris Ledford's Edward Jones Experience September 2013 - February 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

Edward EJ Culhane Edward EJ Culhane Greater Boston Area Details
Edward EJ Culhane's Edward Jones Experience June 2013 - September 2014
Job Fall Analyst at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
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

Richard Reinhardt Richard Reinhardt Headland, Alabama Details
Richard Reinhardt's Edward Jones Experience January 2014 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
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

John Reagan, CFP® John Reagan, CFP® Greater St. Louis Area Details
John Reagan, CFP®'s Edward Jones Experience June 2009 - June 2012
Job Advisor Client Services Hill Investment Group
Industry Financial Services
Experience
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

Edgar Tavera Edgar Tavera San Antonio, Texas Area Details
Edgar Tavera's Edward Jones Experience June 2010 - October 2010
Job Operations Planner at Frozen Beverage Dispensers
Industry Food & Beverages
Experience
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

Dan Coffill Dan Coffill Logan, Ohio Details
Dan Coffill's Edward Jones Experience November 2003 - September 2005
Job Owner at EP Health
Industry Financial Services
Experience
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

Doyle Baker Doyle Baker Greater Atlanta Area Details
Doyle Baker's Edward Jones Experience 2008 - 2010
Job Account Executive, Community Markets Division at Harland Clarke
Industry Banking
Experience
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

Joseph Froemming Joseph Froemming Raleigh-Durham, North Carolina Area Details
Joseph Froemming's Edward Jones Experience February 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
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

Timothy Pleasant, MBA Timothy Pleasant, MBA Peoria, Illinois Area Details
Timothy Pleasant, MBA's Edward Jones Experience October 2009 - October 2011
Job Independent Business Development Officer at Midwestern Securities Trading, LLC
Industry Management Consulting
Experience
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

Ginger Trotter Ginger Trotter Saint Louis, Missouri Details
Ginger Trotter's Edward Jones Experience December 2001 - April 2004
Job
Industry Accounting
Experience
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

Chelsea Reiter Chelsea Reiter Saint Louis, Missouri Details
Chelsea Reiter's Edward Jones Experience May 2013 - August 2013
Job Master of Accountancy Student
Industry Accounting
Experience
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

Brittany Engle Brittany Engle Kirksville, Missouri Details
Brittany Engle's Edward Jones Experience June 2012 - August 2012
Job Sr. Analyst at Cerner Corporation
Industry Higher Education
Experience
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

Jim DePue, AAMS Jim DePue, AAMS Dallas/Fort Worth Area Details
Jim DePue, AAMS's Edward Jones Experience September 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Charles Grady Charles Grady Dallas/Fort Worth Area Details
Charles Grady's Edward Jones Experience April 2009 - January 2010
Job Sales Representative at BioPAPPEL International
Industry Packaging and Containers
Experience
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

Jack Ruskin, MPA Jack Ruskin, MPA Greater Chicago Area Details
Jack Ruskin, MPA's Edward Jones Experience December 2005 - June 2010
Job Business Development Director
Industry Accounting
Experience
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)

Paul Pennel Paul Pennel Greater St. Louis Area Details
Paul Pennel's Edward Jones Experience Owner and DesignerMinnow Web DesignDecember 2008 - Present
Job Owner and Designer at Minnow Web Design
Industry Information Technology and Services
Experience
Edward Jones   Owner and DesignerMinnow Web DesignDecember 2008 - Present
Principal Financial Group  June 1995 - August 1995

Education
Truman State University   1992 — 1996

Jason Zinsmeister Jason Zinsmeister Cullman, Alabama Details
Jason Zinsmeister's Edward Jones Experience October 2004 - November 2008
Job Church Administrator at Daystar Church
Industry Religious Institutions
Experience
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

Kevin Ahlert Kevin Ahlert Greater Chicago Area Details
Kevin Ahlert's Edward Jones Experience March 2005 - January 2008
Job Sales/Leasing Consultant at Continental Acura of Naperville
Industry Automotive
Experience
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

Alexis Villarreal Alexis Villarreal Edinburg, Texas Details
Alexis Villarreal's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Perry Nye Perry Nye Tuscaloosa, Alabama Details
Perry Nye's Edward Jones Experience June 2006 - July 2010
Job Executive at Mako Medical Laboratories
Industry Hospital & Health Care
Experience
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

Katie Kreidberg Katie Kreidberg Minneapolis, Minnesota Details
Katie Kreidberg's Edward Jones Experience May 2006 - August 2011
Job Financial Planning Assistant
Industry Marketing and Advertising
Experience
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

William Jameson Findley William Jameson Findley Amarillo, Texas Details
William Jameson Findley's Edward Jones Experience April 2015 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
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

Steven Braisted Steven Braisted Charleston, South Carolina Details
Steven Braisted's Edward Jones Experience 2009 - 2010
Job Certified Leasing & Sales Consultant at Hendrick Jeep, Chrysler, Dodge, Ram
Industry Automotive
Experience
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

Jim DePue, AAMS Jim DePue, AAMS Dallas/Fort Worth Area Details
Jim DePue, AAMS's Edward Jones Experience September 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Vincent Buckley Vincent Buckley Cincinnati Area Details
Vincent Buckley's Edward Jones Experience October 2009 - April 2010
Job Unit Manager at Citi
Industry Financial Services
Experience
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

Adam Quan Adam Quan Greater St. Louis Area Details
Adam Quan's Edward Jones Experience 1999 - 2005
Job Oracle Fusion Middleware SOA/BPM Principal Sales Consultant
Industry Information Technology and Services
Experience
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

Rosanne Oliver Rosanne Oliver San Antonio, Texas Area Details
Rosanne Oliver's Edward Jones Experience 2000 - 2003
Job Marketing
Industry Marketing and Advertising
Experience
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

Julie Mekhail Julie Mekhail Bradenton, Florida Details
Julie Mekhail's Edward Jones Experience December 2008 - Present
Job Financial advisor AAMS at Edward Jones
Industry Financial Services
Experience
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

Alfonso Ochoa Alfonso Ochoa Weslaco, Texas Details
Alfonso Ochoa's Edward Jones Experience August 2014 - April 2015
Job Owner at Guilles Inc
Industry Food & Beverages
Experience
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

Don Meade Don Meade North Charleston, South Carolina Details
Don Meade's Edward Jones Experience November 1996 - March 2013
Job Financial Advisor at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
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

Sarah Dalton Sarah Dalton Greater St. Louis Area Details
Sarah Dalton's Edward Jones Experience November 2014 - Present
Job Senior Marketing Specialist, Edward Jones
Industry Financial Services
Experience
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

Erin Clem Erin Clem Ashburn, Virginia Details
Erin Clem's Edward Jones Experience January 2013 - May 2013
Job
Industry
Experience
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

John Wachter John Wachter New Orleans, Louisiana Details
John Wachter's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Diane (Housley) Peters Diane (Housley) Peters Battle Creek, Michigan Details
Diane (Housley) Peters's Edward Jones Experience March 2008 - March 2012
Job Financial Advisor at with Ameriprise Financial Services, Inc. CFP®, AAMS®, JD & Diane K Peters Law Office
Industry Financial Services
Experience
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

Bryon Mein Bryon Mein Kerrville, Texas Details
Bryon Mein's Edward Jones Experience August 1998 - Present
Job FINANCIAL ADVISOR at Edward Jones
Industry Financial Services
Experience
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

Ian Bundy-Gray Ian Bundy-Gray Helotes, Texas Details
Ian Bundy-Gray's Edward Jones Experience March 2012 - May 2013
Job Sr. Credit Analyst
Industry Financial Services
Experience
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

Jill Metherd Jill Metherd Greater St. Louis Area Details
Jill Metherd's Edward Jones Experience October 1992 - June 1996
Job Director of Sales at Ballpark Village
Industry Events Services
Experience
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

Chris Eyler Chris Eyler Greater St. Louis Area Details
Chris Eyler's Edward Jones Experience April 2000 - June 2002
Job IT PROFESSIONAL & LEADER
Industry Hospital & Health Care
Experience
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

Michele Christine Trevino Michele Christine Trevino South Padre Island, Texas Details
Michele Christine Trevino's Edward Jones Experience 2009 - June 2015
Job Personal trainer/Finance
Industry Health, Wellness and Fitness
Experience
'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

Rodney Kyzer Rodney Kyzer Knoxville, Tennessee Area Details
Rodney Kyzer's Edward Jones Experience 2002 - 2006
Job COO of My Life
Industry Wine and Spirits
Experience
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

Donna Nickell Donna Nickell Washington, District Of Columbia Details
Donna Nickell's Edward Jones Experience July 2014 - Present
Job Business Office Administrator at Edward Jones
Industry Investment Management
Experience
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

Richard Solt AAMS®, AWMA® Richard Solt AAMS®, AWMA® Dallas/Fort Worth Area Details
Richard Solt AAMS®, AWMA®'s Edward Jones Experience July 2015 - Present
Job Financial Advisor for Edward Jones
Industry Financial Services
Experience
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

Kristin Humphries Kristin Humphries Indianapolis, Indiana Area Details
Kristin Humphries's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator (OnCall) at Edward Jones
Industry Accounting
Experience
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

Trish Wilder Trish Wilder San Marcos, Texas Details
Trish Wilder's Edward Jones Experience December 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jennifer Pruski Jennifer Pruski Floresville, Texas Details
Jennifer Pruski's Edward Jones Experience January 2015 - Present
Job OnCall Branch Office Administrator
Industry Financial Services
Experience
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

Adam Driggers Adam Driggers Dallas/Fort Worth Area Details
Adam Driggers's Edward Jones Experience May 2015 - Present
Job at
Industry Consumer Services
Experience
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

David Stodden David Stodden Kansas City, Missouri Details
David Stodden's Edward Jones Experience May 2014 - August 2014
Job Student at Truman State University
Industry Financial Services
Experience
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

James T. Sears Jr. James T. Sears Jr. New York, New York Details
James T. Sears Jr.'s Edward Jones Experience August 2010 - April 2014
Job Recruitment Consultant at Michael Page
Industry Real Estate
Experience
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

John Saenz John Saenz San Antonio, Texas Area Details
John Saenz's Edward Jones Experience March 2008 - January 2012
Job Business and Personal Consultant
Industry Individual & Family Services
Experience
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

Daniel Branco Daniel Branco Saint Charles, Missouri Details
Daniel Branco's Edward Jones Experience May 2014 - August 2014
Job Risk Advisory Intern at Ernst & Young
Industry Accounting
Experience
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

Erica Killingsworth Erica Killingsworth Headland, Alabama Details
Erica Killingsworth's Edward Jones Experience March 2010 - May 2012
Job Coowner
Industry Apparel & Fashion
Experience
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

Aaron Eversoll Aaron Eversoll O Fallon, Missouri Details
Aaron Eversoll's Edward Jones Experience March 1996 - December 1996
Job Senior Project Manager at Lyons Consulting Group
Industry Internet
Experience
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

Corey Tomasek Corey Tomasek Greater St. Louis Area Details
Corey Tomasek's Edward Jones Experience July 2013 - Present
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
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

Justin Sorensen Justin Sorensen Suffolk, Virginia Details
Justin Sorensen's Edward Jones Experience March 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jason Zinsmeister Jason Zinsmeister Birmingham, Alabama Area Details
Jason Zinsmeister's Edward Jones Experience January 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2005 - Present
Marshall & Oneal   August 1997 - September 2004

Education
Troy University   1990 — 1995
B.S, Marketing

Brendan Kane Brendan Kane Greater St. Louis Area Details
Brendan Kane's Edward Jones Experience May 2013 - Present
Job Branch Auditor at Edward Jones
Industry Financial Services
Experience
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

Josh Wright Josh Wright Greater St. Louis Area Details
Josh Wright's Edward Jones Experience 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

J Brian May J Brian May Justin, Texas Details
J Brian May's Edward Jones Experience January 2014 - March 2014
Job Program advisor
Industry Financial Services
Experience
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

Randy O'Neal, CFP®, AAMS® Randy O'Neal, CFP®, AAMS® Salisbury, Maryland Details
Randy O'Neal, CFP®, AAMS®'s Edward Jones Experience January 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Ernie Isbell, Col USA Ret Ernie Isbell, Col USA Ret Flower Mound, Texas Details
Ernie Isbell, Col USA Ret's Edward Jones Experience April 1993 - October 2000
Job LPL Financial Registered Principal
Industry Financial Services
Experience
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

Patrick J. Tuite, J.D. Patrick J. Tuite, J.D. Myrtle Beach, South Carolina Details
Patrick J. Tuite, J.D.'s Edward Jones Experience February 2009 - May 2011
Job Founder/ Financial Advisor at Flight Wealth Management
Industry Financial Services
Experience
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

Leland M. Smith Leland M. Smith Marietta, Georgia Details
Leland M. Smith's Edward Jones Experience February 2009 - September 2011
Job CEO SolidHires Military Recruiting and Transition Expert
Industry Staffing and Recruiting
Experience
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

Nick McCoy Nick McCoy Austin, Texas Details
Nick McCoy's Edward Jones Experience September 2008 - October 2010
Job Law Student
Industry Law Practice
Experience
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

Jennifer Cleary Jennifer Cleary Saint Louis, Missouri Details
Jennifer Cleary's Edward Jones Experience June 2015 - Present
Job Recruiter Home Office Recruiting at Edward Jones
Industry Staffing and Recruiting
Experience
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

Meriem Tazi Meriem Tazi Dallas/Fort Worth Area Details
Meriem Tazi's Edward Jones Experience September 2014 - Present
Job Financial Analyst at Edward Jones
Industry Financial Services
Experience
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

Denise Aranda Denise Aranda El Paso, Texas Details
Denise Aranda's Edward Jones Experience December 2013 - Present
Job OnCall BOA at Edward Jones
Industry Investment Management
Experience
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

Candy Stevens Candy Stevens Opelika, Alabama Details
Candy Stevens's Edward Jones Experience March 1994 - May 2004
Job owner at Through Grandma's Eyes Genealogy
Industry Events Services
Experience
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

Jaime Taylor Jaime Taylor Portland, Maine Area Details
Jaime Taylor's Edward Jones Experience April 2007 - August 2008
Job
Industry Insurance
Experience
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

Don Minton Don Minton El Paso, Texas Area Details
Don Minton's Edward Jones Experience October 1993 - April 1994
Job Assistant City Attorney
Industry Legal Services
Experience
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

Carlos Amaya Carlos Amaya Cincinnati Area Details
Carlos Amaya's Edward Jones Experience 2007 - 2010
Job VP, Multicultural Marketing Manager at Fifth Third Bank
Industry Financial Services
Experience
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

Bryan Cernicek Bryan Cernicek Greater St. Louis Area Details
Bryan Cernicek's Edward Jones Experience January 2000 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
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

Gilbert Cortez Gilbert Cortez El Paso, Texas Area Details
Gilbert Cortez's Edward Jones Experience August 2007 - February 2011
Job Financial Advisor at Hughes Financial Group
Industry Financial Services
Experience
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.)

Angie Chilcutt (Schmidt) Angie Chilcutt (Schmidt) Greater St. Louis Area Details
Angie Chilcutt (Schmidt)'s Edward Jones Experience September 2008 - Present
Job Solutions Specialist
Industry Financial Services
Experience
Edward Jones   September 2008 - Present

Skills
Marketing, Marketing Communications

Education
Truman State University   1999 — 2003

Francis Howell

Barbara Malone Barbara Malone Greater Atlanta Area Details
Barbara Malone's Edward Jones Experience January 2010 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

J. Adam Mitchell J. Adam Mitchell Greater St. Louis Area Details
J. Adam Mitchell's Edward Jones Experience April 2011 - December 2011
Job Performance Analyst II
Industry Financial Services
Experience
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

Beth Brookshier, CPA Beth Brookshier, CPA Greater St. Louis Area Details
Beth Brookshier, CPA's Edward Jones Experience July 2006 - June 2007
Job Business Manager at Churchill Center & School
Industry Accounting
Experience
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

Jennifer Kaplachinski Jennifer Kaplachinski South Bend, Indiana Area Details
Jennifer Kaplachinski's Edward Jones Experience June 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Keith Struble Keith Struble Sarasota, Florida Area Details
Keith Struble's Edward Jones Experience 1986 - 1988
Job Corporate Board Officer at Big Brothers Big Sisters of the Suncoast
Industry Sports
Experience
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

Nancy Whiddon Greiner Nancy Whiddon Greiner Dallas/Fort Worth Area Details
Nancy Whiddon Greiner's Edward Jones Experience May 2009 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

DeAnn Thompson DeAnn Thompson Des Moines, Iowa Area Details
DeAnn Thompson's Edward Jones Experience September 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Bob Thomasson Bob Thomasson Greater St. Louis Area Details
Bob Thomasson's Edward Jones Experience
Job Sr. Network Analyst at Edward Jones
Industry Financial Services
Experience
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

Derek Steele Derek Steele Greater St. Louis Area Details
Derek Steele's Edward Jones Experience February 2013 - Present
Job Senior Performance Accountability Leader at Edward Jones
Industry Financial Services
Experience
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

Julie Meitz Lich Julie Meitz Lich Greater St. Louis Area Details
Julie Meitz Lich's Edward Jones Experience February 2012 - Present
Job Manager, Product Partner Alignment at Edward Jones
Industry Financial Services
Experience
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

Chad Hauskins Chad Hauskins Plainfield, Indiana Details
Chad Hauskins's Edward Jones Experience 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Michael Pine Michael Pine Toledo, Ohio Area Details
Michael Pine's Edward Jones Experience August 2003 - August 2005
Job HR Manager at Silgan Can Company
Industry Human Resources
Experience
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

Dan Harden CFP®, ChFC® Dan Harden CFP®, ChFC® Greater St. Louis Area Details
Dan Harden CFP®, ChFC®'s Edward Jones Experience January 2012 - April 2012
Job Portfolio Manager at Visionary Wealth Advisors, LLC
Industry Financial Services
Experience
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

Amanda Hereford Amanda Hereford Greater St. Louis Area Details
Amanda Hereford's Edward Jones Experience April 2011 - August 2015
Job Realtor at Coldwell Banker Gundaker
Industry Real Estate
Experience
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

Eddie Linss Eddie Linss El Paso, Texas Area Details
Eddie Linss's Edward Jones Experience 1999 - 2000
Job VP/Area Manager at Basic IDIQ, Inc.
Industry Construction
Experience
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

Stephan Ihde Stephan Ihde Asheville, North Carolina Area Details
Stephan Ihde's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Craig Floerke Craig Floerke Orange County, California Area Details
Craig Floerke's Edward Jones Experience October 2009 - July 2012
Job Manager Member Investment Services at SchoolsFirst Federal Credit Union
Industry Financial Services
Experience
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

Jennifer Ledford Jennifer Ledford Charlotte, North Carolina Area Details
Jennifer Ledford's Edward Jones Experience August 2014 - Present
Job Talent Acquisition Manager at Edward Jones
Industry Financial Services
Experience
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

anne muita anne muita Greater Boston Area Details
anne muita's Edward Jones Experience May 2013 - February 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Michael Esson Michael Esson Greater St. Louis Area Details
Michael Esson's Edward Jones Experience 1999 - 2005
Job Operations Manager at Plancorp, LLC
Industry Financial Services
Experience
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

Donna Domian Donna Domian Greater St. Louis Area Details
Donna Domian's Edward Jones Experience October 1983 - October 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Tarah R. McKenzie Tarah R. McKenzie El Paso, Texas Area Details
Tarah R. McKenzie's Edward Jones Experience February 2011 - July 2015
Job Senior Specialist
Industry Financial Services
Experience
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

Derek Dickens Derek Dickens Ozark, Alabama Details
Derek Dickens's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Mat Tiahrt Mat Tiahrt Baltimore, Maryland Area Details
Mat Tiahrt's Edward Jones Experience April 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Mark Salazar Mark Salazar San Antonio, Texas Area Details
Mark Salazar's Edward Jones Experience March 2013 - November 2013
Job Finance at JP Morgan Chase
Industry Financial Services
Experience
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

Robert Candage Robert Candage Cleveland/Akron, Ohio Area Details
Robert Candage's Edward Jones Experience ManangerWithheldSeptember 2007 - September 2012
Job Financial Advisor at Edward Jones
Industry Banking
Experience
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

Susan Ruppert Susan Ruppert Greater Seattle Area Details
Susan Ruppert's Edward Jones Experience March 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Amanda Wells Amanda Wells Greater St. Louis Area Details
Amanda Wells's Edward Jones Experience June 2015 - Present
Job Writing & Technology | Communications | Adult Learning
Industry Higher Education
Experience
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

Bart Woodson Bart Woodson Kansas City, Missouri Area Details
Bart Woodson's Edward Jones Experience June 1994 - July 1995
Job Vice President, Global Relationship Manager
Industry Financial Services
Experience
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 Coil Edward Coil Greater St. Louis Area Details
Edward Coil's Edward Jones Experience December 2012 - Present
Job Leader
Industry Financial Services
Experience
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

Todd Berge Todd Berge Madison, Wisconsin Area Details
Todd Berge's Edward Jones Experience 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Cassie Kampen Cassie Kampen Florissant, Missouri Details
Cassie Kampen's Edward Jones Experience August 2008 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
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

Alanna Flynn Alanna Flynn Greater St. Louis Area Details
Alanna Flynn's Edward Jones Experience March 2013 - Present
Job Investment Technical Specialist at Edward Jones
Industry Financial Services
Experience
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

Tammy Nash Tammy Nash Hampstead, Maryland Details
Tammy Nash's Edward Jones Experience September 2013 - Present
Job Administrative Assistant at Edward Jones
Industry Financial Services
Experience
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

Emily Matson Emily Matson Ballwin, Missouri Details
Emily Matson's Edward Jones Experience February 2008 - February 2014
Job Senior Accountant at Edward Jones
Industry Financial Services
Experience
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

Jay Lloyd Jay Lloyd Williamsburg, Virginia Details
Jay Lloyd's Edward Jones Experience March 2014 - October 2014
Job WYHM
Industry Retail
Experience
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

Greg Devine Greg Devine Austin, Texas Details
Greg Devine's Edward Jones Experience May 2004 - August 2005
Job Business Management Professional
Industry Investment Management
Experience
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

Katie Petty Katie Petty Clanton, Alabama Details
Katie Petty's Edward Jones Experience October 2008 - Present
Job Branch office administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   October 2008 - Present

Education
Chilton County High School

Troy University
BA, Finance, General

Sam Mason Philpot Sam Mason Philpot Houston, Texas Details
Sam Mason Philpot's Edward Jones Experience May 2009 - January 2010
Job DSO at Houston Community College
Industry Education Management
Experience
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.)

Steve Zoller Steve Zoller Florissant, Missouri Details
Steve Zoller's Edward Jones Experience April 2008 - November 2011
Job Manager IT Operations Development at BiState Development Agency/Metro
Industry Information Technology and Services
Experience
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

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