Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Carl Dykes Carl Dykes's Edward Jones Experience March 2000 - May 2004
Job Team Leader
Industry Retail
Experience
Sprint Mart August 2010 - Present
Investment Professionals, Inc. October 2008 - April 2009
Southern Wealth Management Group November 2007 - September 2008
Morgan Keegan & Co Inc June 2005 - September 2007
Union Planters Financial Svc May 2004 - June 2005
Edward Jones March 2000 - May 2004
Education
Bemidji State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Sprint Mart August 2010 - Present
Investment Professionals, Inc. October 2008 - April 2009
Southern Wealth Management Group November 2007 - September 2008
Morgan Keegan & Co Inc June 2005 - September 2007
Union Planters Financial Svc May 2004 - June 2005
Edward Jones March 2000 - May 2004
Education
Bemidji State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
William Mannaberg, MBA William Mannaberg, MBA's Edward Jones Experience January 2000 - April 2000
Job Financial Analyst at Heritage Crystal Clean
Industry Financial Services
Experience
Heritage - Crystal Clean April 2013 - Present
Benedictine University August 2009 - Present
Rasmussen College March 2010 - Present
Colorado Technical University June 2011 - December 2013
National Safety Council February 2012 - April 2013
Paylocity June 2009 - July 2011
ADP 2004 - 2009
Stifel Nicolaus September 2000 - July 2003
Edward Jones January 2000 - April 2000
Internal Revenue Service September 1997 - June 1998
Skills
Tax, Analysis, Payroll, Microsoft Office, Access, Financial Analysis, Outlook, Process Improvement, Financial Reporting, Budgets, Excel, PowerPoint, Coaching, Staff Development, Microsoft CRM, Great Plains Software, Data Analysis, PeopleSoft, Accounting, Strategic Planning, Forecasting, Team Building, Word, Budgeting, Problem Solving, Customer Relations, Planning, Mentoring, Business Strategy, Payroll Processing, Employee Relations, Quickbooks, Public Speaking, Auditing, Account Management, Teamwork, Change Management, Teaching, Essbase, Oracle General Ledger, Hyperion Planning, Adult Education, Higher Education, Curriculum Development, Curriculum Design, Financial Modeling, Financial Statements, Finance, Salesforce.com, Fixed Asset Management
Education
Grand Canyon University
Doctor of Philosophy (Ph.D.), Management
Benedictine University 2007 — 2009
MBA, Accounting
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science
Heritage - Crystal Clean April 2013 - Present
Benedictine University August 2009 - Present
Rasmussen College March 2010 - Present
Colorado Technical University June 2011 - December 2013
National Safety Council February 2012 - April 2013
Paylocity June 2009 - July 2011
ADP 2004 - 2009
Stifel Nicolaus September 2000 - July 2003
Edward Jones January 2000 - April 2000
Internal Revenue Service September 1997 - June 1998
Skills
Tax, Analysis, Payroll, Microsoft Office, Access, Financial Analysis, Outlook, Process Improvement, Financial Reporting, Budgets, Excel, PowerPoint, Coaching, Staff Development, Microsoft CRM, Great Plains Software, Data Analysis, PeopleSoft, Accounting, Strategic Planning, Forecasting, Team Building, Word, Budgeting, Problem Solving, Customer Relations, Planning, Mentoring, Business Strategy, Payroll Processing, Employee Relations, Quickbooks, Public Speaking, Auditing, Account Management, Teamwork, Change Management, Teaching, Essbase, Oracle General Ledger, Hyperion Planning, Adult Education, Higher Education, Curriculum Development, Curriculum Design, Financial Modeling, Financial Statements, Finance, Salesforce.com, Fixed Asset Management
Education
Grand Canyon University
Doctor of Philosophy (Ph.D.), Management
Benedictine University 2007 — 2009
MBA, Accounting
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science
Chris Ziola Chris Ziola's Edward Jones Experience July 2008 - March 2011
Job Vice President Private Client Group Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Atrium Medical/Maquet Getinge Group July 2013 - August 2014
RBC Wealth Management March 2010 - June 2013
Edward Jones July 2008 - March 2011
Frito Lay December 2006 - February 2008
Frito Lay June 2003 - December 2006
Skills
Marketing, Change Management, Equities, Estate Planning, Sales Operations, Fixed Income, Coaching, Sales, Training, Life Insurance, Marketing Strategy, Securities, Retirement, Uniform Combined State..., Leadership, Finance, Time Management, Strategy, Retirement Planning, Account Management, Insurance, Series 7, Series 63, Wealth Management, Financial Advisory, Investment Advisory, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth
Education
Bellevue University 2007 — 2008
Marketing Management, Marketing
Seward County Community College 1997 — 2000
Associates, Business Administration
Fisher Investments November 2014 - Present
Atrium Medical/Maquet Getinge Group July 2013 - August 2014
RBC Wealth Management March 2010 - June 2013
Edward Jones July 2008 - March 2011
Frito Lay December 2006 - February 2008
Frito Lay June 2003 - December 2006
Skills
Marketing, Change Management, Equities, Estate Planning, Sales Operations, Fixed Income, Coaching, Sales, Training, Life Insurance, Marketing Strategy, Securities, Retirement, Uniform Combined State..., Leadership, Finance, Time Management, Strategy, Retirement Planning, Account Management, Insurance, Series 7, Series 63, Wealth Management, Financial Advisory, Investment Advisory, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth
Education
Bellevue University 2007 — 2008
Marketing Management, Marketing
Seward County Community College 1997 — 2000
Associates, Business Administration
Wayne Gray Wayne Gray's Edward Jones Experience May 1992 - October 2000
Job Development Officer at HardinSimmons University
Industry Higher Education
Experience
Hardin-Simmons University August 2012 - Present
Ferriday FBC November 2000 - July 2012
Edward Jones May 1992 - October 2000
Skills
Community Outreach, Fundraising, Higher Education, Leadership Development, Stewardship, Volunteer Management, Event Planning, Public Speaking, Research, Leadership
Education
Southwestern Baptist Theological Seminary 1983 — 1987
Master of Divinity (M.Div.)
Baylor University 1980 — 1983
Bachelor of Arts (BA)
Hardin-Simmons University August 2012 - Present
Ferriday FBC November 2000 - July 2012
Edward Jones May 1992 - October 2000
Skills
Community Outreach, Fundraising, Higher Education, Leadership Development, Stewardship, Volunteer Management, Event Planning, Public Speaking, Research, Leadership
Education
Southwestern Baptist Theological Seminary 1983 — 1987
Master of Divinity (M.Div.)
Baylor University 1980 — 1983
Bachelor of Arts (BA)
Scott Stetson Scott Stetson's Edward Jones Experience March 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Skills
Retirement Planning, Investments, Financial Advisory, IRAs, Insurance, Wealth Management..., Investment Management, Roth IRA, Retirement, Microsoft Excel, Series 7, Fixed Annuities
Education
University of Alabama 2009 — 2011
Master of Arts (M.A.), Education
Birmingham-Southern College
Bachelor's Degree, Political Science and Government
Edward Jones March 2013 - Present
Skills
Retirement Planning, Investments, Financial Advisory, IRAs, Insurance, Wealth Management..., Investment Management, Roth IRA, Retirement, Microsoft Excel, Series 7, Fixed Annuities
Education
University of Alabama 2009 — 2011
Master of Arts (M.A.), Education
Birmingham-Southern College
Bachelor's Degree, Political Science and Government
Matthew J. Roberts Matthew J. Roberts's Edward Jones Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Northwestern Mutual December 2013 - July 2014
Family Heritage December 2010 - December 2013
Volt January 2008 - December 2010
UniFirst Corporation April 2007 - January 2008
The Southwestern Company May 2004 - April 2007
Skills
Full-cycle Recruiting, Internet Recruiting, Sales Management, Direct Sales, Inside Sales, Training & Development, Technical Training, Employee Training, Selling, SDLC, Cold Calling, Sales, Team Management, Training, Leadership, Business Development, Recruiting, Management, Marketing, Strategy
Education
Baylor University
Bachelor of Science (BS)
Edward Jones July 2014 - Present
Northwestern Mutual December 2013 - July 2014
Family Heritage December 2010 - December 2013
Volt January 2008 - December 2010
UniFirst Corporation April 2007 - January 2008
The Southwestern Company May 2004 - April 2007
Skills
Full-cycle Recruiting, Internet Recruiting, Sales Management, Direct Sales, Inside Sales, Training & Development, Technical Training, Employee Training, Selling, SDLC, Cold Calling, Sales, Team Management, Training, Leadership, Business Development, Recruiting, Management, Marketing, Strategy
Education
Baylor University
Bachelor of Science (BS)
Karen Boghokian Karen Boghokian's Edward Jones Experience June 2008 - January 2010
Job Broker at Century 21 Exclusively
Industry Real Estate
Experience
Century 21 Exclusively 1995 - Present
Edward Jones June 2008 - January 2010
Skills
Buyers, First Time Home Buyers, Single Family Homes, Home Marketing, New Home Sales, Sellers, Investment Properties, Listings, Referrals, Investors, Foreclosures
Education
Big Bend Community College 1990 — 1993
Sales and Marketing, Investment Banking
Century 21 Exclusively 1995 - Present
Edward Jones June 2008 - January 2010
Skills
Buyers, First Time Home Buyers, Single Family Homes, Home Marketing, New Home Sales, Sellers, Investment Properties, Listings, Referrals, Investors, Foreclosures
Education
Big Bend Community College 1990 — 1993
Sales and Marketing, Investment Banking
Michael G. Martin Michael G. Martin's Edward Jones Experience August 1999 - December 2003
Job Helping Businesses Merchandise Properly To Achieve Maximum Results
Industry Food & Beverages
Experience
Fareway Stores, Inc. September 2009 - Present
Gander Mountain September 2006 - September 2009
Fareway Stores, Inc. January 2004 - September 2006
Edward Jones August 1999 - December 2003
Skills
Customer Satisfaction, Merchandising, Sales, Marketing, Leadership, Problem Solving, Budgets, Customer Service, Analysis, Training, Management, Business Planning, Pricing, Selling, Advertising, Profit, Inventory Management, Microsoft Word, Strategic Planning, Microsoft Office
Education
Bellevue University 2013 — 2014
Bachelor of Science (BS), Business Management, 3.93 out of 4.00
University of Northern Iowa 1998 — 1999
Business
Iowa Central Community College 1996 — 1998
Associate of Arts (AA), Food Marketing and Management
Fareway Stores, Inc. September 2009 - Present
Gander Mountain September 2006 - September 2009
Fareway Stores, Inc. January 2004 - September 2006
Edward Jones August 1999 - December 2003
Skills
Customer Satisfaction, Merchandising, Sales, Marketing, Leadership, Problem Solving, Budgets, Customer Service, Analysis, Training, Management, Business Planning, Pricing, Selling, Advertising, Profit, Inventory Management, Microsoft Word, Strategic Planning, Microsoft Office
Education
Bellevue University 2013 — 2014
Bachelor of Science (BS), Business Management, 3.93 out of 4.00
University of Northern Iowa 1998 — 1999
Business
Iowa Central Community College 1996 — 1998
Associate of Arts (AA), Food Marketing and Management
Sheik Deen Sheik Deen's Edward Jones Experience April 2009 - January 2012
Job
Industry Information Technology and Services
Experience
IBM January 2014 - Present
Connecticut State Retirement Plan August 2013 - December 2013
The Hartford May 2013 - August 2013
Edward Jones April 2009 - January 2012
State Street January 2000 - January 2009
Skills
Investments, Financial Planning, Financial Analysis, Investment Management, Six Sigma, Securitization, Stable Value, Financial Modeling, Risk Management, Financial Risk, Securities, Series 7, Wealth Management, Credit Analysis, Fixed Income, Portfolio Management, Equities, Alternative Investments, Strategic Financial..., Asset Management, Credit Risk, Economic Capital, Real Options Analysis, Bloomberg, Hedge Funds, Finance, Strategy, Analysis
Education
The University of Connecticut 2012 — 2013
Master of Science (MSc), Financial Risk Management
Bentley University 2002 — 2006
MBA, Finance
University of Massachusetts Boston 1998 — 2000
BA, Economics
IBM January 2014 - Present
Connecticut State Retirement Plan August 2013 - December 2013
The Hartford May 2013 - August 2013
Edward Jones April 2009 - January 2012
State Street January 2000 - January 2009
Skills
Investments, Financial Planning, Financial Analysis, Investment Management, Six Sigma, Securitization, Stable Value, Financial Modeling, Risk Management, Financial Risk, Securities, Series 7, Wealth Management, Credit Analysis, Fixed Income, Portfolio Management, Equities, Alternative Investments, Strategic Financial..., Asset Management, Credit Risk, Economic Capital, Real Options Analysis, Bloomberg, Hedge Funds, Finance, Strategy, Analysis
Education
The University of Connecticut 2012 — 2013
Master of Science (MSc), Financial Risk Management
Bentley University 2002 — 2006
MBA, Finance
University of Massachusetts Boston 1998 — 2000
BA, Economics
Alioune Samb Alioune Samb's Edward Jones Experience March 2012 - March 2013
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate July 2013 - Present
Marketplace Home Mortgage April 2013 - June 2013
Edward Jones March 2012 - March 2013
Wells Fargo February 2002 - March 2012
Tyco Plastics 2000 - 2002
The Toro Company 1996 - 2000
Skills
First Time Home Buyers, Move Up Buyers, Relocation Buyers, Reverse Mortgages, Rehab Mortgages, Jumbo Mortgage, FHA financing, Conventional Financing, Finance, Mortgage Lending, Marketing, Marketing Strategy, Investors, Mortgage Banking, Refinance, Residential Mortgages, Residential Homes, VA loans, FHA, Certified Mortgage..., Government Loans, Customer Service, Rates, Low Rates, Non-Conforming, Construction Loans, Mortgage Underwriting, Home Equity Loans, Loans, Home Equity, Home Equity Lines of..., Mortgage Servicing, Real Estate Financing, Debt Consolidation, Credit, Credit Analysis, Mortgage Marketing, Loss Mitigation, Consumer Lending, Loan Servicing, Underwriting, Commercial Lending, Real Estate Economics, Financial Structuring, Funding, Lines Of Credit, Banking, Commercial Mortgages, Investment Properties, Investments
Education
Bemidji State University 1991 — 1995
Bachelor of Science (BS), Economics/ Finance
Guaranteed Rate July 2013 - Present
Marketplace Home Mortgage April 2013 - June 2013
Edward Jones March 2012 - March 2013
Wells Fargo February 2002 - March 2012
Tyco Plastics 2000 - 2002
The Toro Company 1996 - 2000
Skills
First Time Home Buyers, Move Up Buyers, Relocation Buyers, Reverse Mortgages, Rehab Mortgages, Jumbo Mortgage, FHA financing, Conventional Financing, Finance, Mortgage Lending, Marketing, Marketing Strategy, Investors, Mortgage Banking, Refinance, Residential Mortgages, Residential Homes, VA loans, FHA, Certified Mortgage..., Government Loans, Customer Service, Rates, Low Rates, Non-Conforming, Construction Loans, Mortgage Underwriting, Home Equity Loans, Loans, Home Equity, Home Equity Lines of..., Mortgage Servicing, Real Estate Financing, Debt Consolidation, Credit, Credit Analysis, Mortgage Marketing, Loss Mitigation, Consumer Lending, Loan Servicing, Underwriting, Commercial Lending, Real Estate Economics, Financial Structuring, Funding, Lines Of Credit, Banking, Commercial Mortgages, Investment Properties, Investments
Education
Bemidji State University 1991 — 1995
Bachelor of Science (BS), Economics/ Finance
Greg Matthews, CRPC®'s Edward Jones Experience September 2004 - June 2009
Job Financial Advisor at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2009 - Present
Edward Jones September 2004 - June 2009
Sobieski Bancorp 1998 - 2004
1st Source Bank 1978 - 1998
Education
Bethel College
BS, Management
Indiana University South Bend
Certificate, Certificate in Business
City Securities Corporation June 2009 - Present
Edward Jones September 2004 - June 2009
Sobieski Bancorp 1998 - 2004
1st Source Bank 1978 - 1998
Education
Bethel College
BS, Management
Indiana University South Bend
Certificate, Certificate in Business
Katie GRIMES Katie GRIMES's Edward Jones Experience 2005 - 2011
Job Chief Financial Officer at Hometown Healthcare and Medical Equipment
Industry Hospital & Health Care
Experience
Hometown Healthcare September 2013 - Present
Grimes Wealth Management October 2011 - August 2013
Edward Jones 2005 - 2011
Mississippi Department of Health 2003 - August 2005
Mississippi Department of Health June 2001 - 2003
College of Community Health Sciences, University of Alabama School of Medicine, (Tuscaloosa Campus) June 1997 - May 1998
Skills
Business Strategy, Financial Modeling, Accounts Payable, Account Management, Budget Planning, HIPAA Compliance, Strategic Financial..., Financial Analysis, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Investments, Wealth Management, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Insurance, Health Insurance, Series 7, 529 Plans, Series 63 & 66, Management, Strategic Planning
Education
Mississippi State University 2003 — 2005
Master of Business Administration (M.B.A.)
Belmont University 1994 — 1997
Bachelor's degree, Biology & Chemistry
Hometown Healthcare September 2013 - Present
Grimes Wealth Management October 2011 - August 2013
Edward Jones 2005 - 2011
Mississippi Department of Health 2003 - August 2005
Mississippi Department of Health June 2001 - 2003
College of Community Health Sciences, University of Alabama School of Medicine, (Tuscaloosa Campus) June 1997 - May 1998
Skills
Business Strategy, Financial Modeling, Accounts Payable, Account Management, Budget Planning, HIPAA Compliance, Strategic Financial..., Financial Analysis, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Investments, Wealth Management, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Insurance, Health Insurance, Series 7, 529 Plans, Series 63 & 66, Management, Strategic Planning
Education
Mississippi State University 2003 — 2005
Master of Business Administration (M.B.A.)
Belmont University 1994 — 1997
Bachelor's degree, Biology & Chemistry
Scott Shull Scott Shull's Edward Jones Experience September 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
Skills
Small Business, Retirement Planning, Retirement, Roth IRA, IRAs, Mutual Funds, Fixed Annuities, 401k, College Savings Plans, Life Insurance, Investment Strategies, Stocks, Long-term Care, Public Speaking, Developing Generosity, Promoting Good..., 401k Options
Education
Bethel University 2012 — 2014
Organizational Leadership
North Central University 1998 — 2003
Psychology
Pine Island
Edward Jones September 2007 - Present
Skills
Small Business, Retirement Planning, Retirement, Roth IRA, IRAs, Mutual Funds, Fixed Annuities, 401k, College Savings Plans, Life Insurance, Investment Strategies, Stocks, Long-term Care, Public Speaking, Developing Generosity, Promoting Good..., 401k Options
Education
Bethel University 2012 — 2014
Organizational Leadership
North Central University 1998 — 2003
Psychology
Pine Island
Mary Fairbrook Mary Fairbrook's Edward Jones Experience April 2012 - Present
Job Accounting Professional, Bookkeeper, and Financial Secretary
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Cedar Falls Accounting January 2014 - Present
Summit Evangelical Free Church November 2014 - Present
Sterling Savings Bank February 1992 - April 2013
Skills
QuickBooks, Customer Service, Public Speaking, Microsoft Excel, Full-Charge Bookkeeping, Accounting, Banking, Investments, Financial Analysis, Loans, Finance, SAP, Peachtree, Time Management, Strategic Planning, Tax Accounting, GAAP, Payroll, Accounts Payable, Accounts Receivable, Office Administration, Office Management, Research, Management, Financial Services
Education
Bellevue College 2013 — 2015
Associate of Arts (A.A.), Accounting and Finance, GPA: 3.75
Edward Jones April 2012 - Present
Cedar Falls Accounting January 2014 - Present
Summit Evangelical Free Church November 2014 - Present
Sterling Savings Bank February 1992 - April 2013
Skills
QuickBooks, Customer Service, Public Speaking, Microsoft Excel, Full-Charge Bookkeeping, Accounting, Banking, Investments, Financial Analysis, Loans, Finance, SAP, Peachtree, Time Management, Strategic Planning, Tax Accounting, GAAP, Payroll, Accounts Payable, Accounts Receivable, Office Administration, Office Management, Research, Management, Financial Services
Education
Bellevue College 2013 — 2015
Associate of Arts (A.A.), Accounting and Finance, GPA: 3.75
Michael Ferdinand Michael Ferdinand's Edward Jones Experience April 2009 - September 2010
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
24hourfitness March 2014 - Present
Northwestern Mutual 2010 - 2011
Northwestern Mutual Financial Network September 2010 - December 2010
Edward Jones April 2009 - September 2010
Edward Jones April 2009 - September 2010
North Side Capital November 2005 - February 2008
Bally Total Fitness June 2000 - October 2005
Skills
Microsoft Office, Excel, PowerPoint, Dreamweaver, Photoshop, Outlook, Word, Administrative Support, Customer Service, Public Speaking, Salesforce.com, Microsoft Works, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Training, Office Management
Education
Berkeley College 2007 — 2011
B.B.A, Management
Berkeley College-New York 2007 — 2010
Bachelor, Business Management
George Westinghouse HS 1997 — 2000
Diploma, Computer Technology
24hourfitness March 2014 - Present
Northwestern Mutual 2010 - 2011
Northwestern Mutual Financial Network September 2010 - December 2010
Edward Jones April 2009 - September 2010
Edward Jones April 2009 - September 2010
North Side Capital November 2005 - February 2008
Bally Total Fitness June 2000 - October 2005
Skills
Microsoft Office, Excel, PowerPoint, Dreamweaver, Photoshop, Outlook, Word, Administrative Support, Customer Service, Public Speaking, Salesforce.com, Microsoft Works, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Training, Office Management
Education
Berkeley College 2007 — 2011
B.B.A, Management
Berkeley College-New York 2007 — 2010
Bachelor, Business Management
George Westinghouse HS 1997 — 2000
Diploma, Computer Technology
David Andrade David Andrade's Edward Jones Experience February 2009 - August 2009
Job Lead Analyst at Merkle
Industry Marketing and Advertising
Experience
Merkle October 2014 - Present
Merkle June 2013 - September 2014
Merkle June 2012 - June 2013
Cubist Pharmaceuticals February 2012 - May 2012
VFA, Inc. September 2011 - December 2011
A Multinational Financial Services Corporation September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Edward Jones February 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Ameriprise Financial May 2008 - September 2008
Skills
Business Intelligence, Market Research, Data Analysis, Tableau, SPSS, Business Process..., Statistical Modeling, SAS, Business Analytics, Leadership, Cognos, Microsoft SQL Server, Teradata SQL, Information Design, Data Architecture, Database Marketing, Digital Marketing, Marketing Strategy, SAS/SQL, RFM, MS Office Suite, Forecasting, Investment Advisory, Requirements Gathering, PowerDesigner, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Business Analytics
College of the Holy Cross 2004 — 2008
A.B., Economics, Asian Studies
Merkle October 2014 - Present
Merkle June 2013 - September 2014
Merkle June 2012 - June 2013
Cubist Pharmaceuticals February 2012 - May 2012
VFA, Inc. September 2011 - December 2011
A Multinational Financial Services Corporation September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Edward Jones February 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Ameriprise Financial May 2008 - September 2008
Skills
Business Intelligence, Market Research, Data Analysis, Tableau, SPSS, Business Process..., Statistical Modeling, SAS, Business Analytics, Leadership, Cognos, Microsoft SQL Server, Teradata SQL, Information Design, Data Architecture, Database Marketing, Digital Marketing, Marketing Strategy, SAS/SQL, RFM, MS Office Suite, Forecasting, Investment Advisory, Requirements Gathering, PowerDesigner, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Business Analytics
College of the Holy Cross 2004 — 2008
A.B., Economics, Asian Studies
Christine Broiles Christine Broiles's Edward Jones Experience September 2008 - November 2010
Job Program Manager
Industry Information Services
Experience
Epic Private Journeys - USA January 2015 - Present
TravelQuest International May 2010 - September 2014
Edward Jones September 2008 - November 2010
East Anchorage Animal Hospital January 1993 - August 1996
Skills
Cruises, Leisure Travel, Travel Management, Tourism, Business Travel, Travel Planning, Event Management, Airlines, Hotel Booking, Hotels, Flights, Hospitality, Meeting Planning, Front Office, Finance, Medicine, Health Insurance, Elementary Education, Computers, Research, Small Business, Customer Service, Budgets, Training, Hiking, Strategic Planning, Marketing Strategy, Leadership, Leisure, Social Media, Business Strategy, Public Speaking, Team Building, Event Planning, Marketing Communications, Marketing, Program Management
Education
University of Phoenix 2014 — 2017
Bachelor of Science (B.S.), Communication and Leadership
Bel-Rea Institute of Animal Technology 1990 — 1993
Associate of Science (AS), Animal Sciences
Mililani High School
Epic Private Journeys - USA January 2015 - Present
TravelQuest International May 2010 - September 2014
Edward Jones September 2008 - November 2010
East Anchorage Animal Hospital January 1993 - August 1996
Skills
Cruises, Leisure Travel, Travel Management, Tourism, Business Travel, Travel Planning, Event Management, Airlines, Hotel Booking, Hotels, Flights, Hospitality, Meeting Planning, Front Office, Finance, Medicine, Health Insurance, Elementary Education, Computers, Research, Small Business, Customer Service, Budgets, Training, Hiking, Strategic Planning, Marketing Strategy, Leadership, Leisure, Social Media, Business Strategy, Public Speaking, Team Building, Event Planning, Marketing Communications, Marketing, Program Management
Education
University of Phoenix 2014 — 2017
Bachelor of Science (B.S.), Communication and Leadership
Bel-Rea Institute of Animal Technology 1990 — 1993
Associate of Science (AS), Animal Sciences
Mililani High School
Rachel McCready-Flora Rachel McCready-Flora's Edward Jones Experience August 2014 - Present
Job Administrative Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
GreenPath Debt Solutions 2008 - 2012
Northwestern Mutual 2007 - 2008
Wellspring Counseling 2005 - 2005
Skills
Communication, Writing, Finance, Problem Solving, Statistics, Organization Skills, Leadership, Housing Counseling, Budget Counseling, HTML, CSS, Gender Equality, Diversity & Inclusion, Credit Counseling
Education
Bethel University 2004 — 2007
Bachelor of Arts (BA), Psychology
Edward Jones August 2014 - Present
GreenPath Debt Solutions 2008 - 2012
Northwestern Mutual 2007 - 2008
Wellspring Counseling 2005 - 2005
Skills
Communication, Writing, Finance, Problem Solving, Statistics, Organization Skills, Leadership, Housing Counseling, Budget Counseling, HTML, CSS, Gender Equality, Diversity & Inclusion, Credit Counseling
Education
Bethel University 2004 — 2007
Bachelor of Arts (BA), Psychology
Craig Goldstein's Edward Jones Experience June 1994 - August 1995
Job Vice President at Star Business Partners
Industry Logistics and Supply Chain
Experience
Star Business Partners April 2014 - Present
Restaurant Supply Chain Solutions (formerly UFPC) March 2003 - February 2014
Venture Capital Funded Start-Up Projects December 1999 - December 2002
Sheehy & Associates November 1998 - November 1999
Humana January 1997 - November 1998
The Coca-Cola Company September 1995 - December 1996
Edward Jones June 1994 - August 1995
Classic Games December 1991 - May 1994
Skills
Project Management, Strategic Planning, Management, Marketing, Public Speaking, Forecasting, Leadership, Team Building, Negotiation, Marketing Strategy, New Business Development, Account Management, Lead Generation, Social Media, Direct Marketing, Public Relations, Website Development, Logo Design, Designing Marketing..., RFP, P&L Management, Vendor Management, Strategic Partnerships, Start-ups, CRM, Budgets, Contract Negotiation, Sales, Retail, Program Management, Product Development
Education
Bellarmine University 2002 — 2003
MBA, Business
University of Texas 1987 — 1991
BS, Journalism/Public Relations
Star Business Partners April 2014 - Present
Restaurant Supply Chain Solutions (formerly UFPC) March 2003 - February 2014
Venture Capital Funded Start-Up Projects December 1999 - December 2002
Sheehy & Associates November 1998 - November 1999
Humana January 1997 - November 1998
The Coca-Cola Company September 1995 - December 1996
Edward Jones June 1994 - August 1995
Classic Games December 1991 - May 1994
Skills
Project Management, Strategic Planning, Management, Marketing, Public Speaking, Forecasting, Leadership, Team Building, Negotiation, Marketing Strategy, New Business Development, Account Management, Lead Generation, Social Media, Direct Marketing, Public Relations, Website Development, Logo Design, Designing Marketing..., RFP, P&L Management, Vendor Management, Strategic Partnerships, Start-ups, CRM, Budgets, Contract Negotiation, Sales, Retail, Program Management, Product Development
Education
Bellarmine University 2002 — 2003
MBA, Business
University of Texas 1987 — 1991
BS, Journalism/Public Relations
Mathew Frank's Edward Jones Experience January 2005 - August 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones January 2005 - August 2011
Atomic & Celebrity Bowl and Casino's August 1999 - November 2004
Education
Seattle University 1987 — 1989
Bachelor of Arts (BA), Business Teacher Education
Bellevue Community College 1982 — 1985
Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones January 2005 - August 2011
Atomic & Celebrity Bowl and Casino's August 1999 - November 2004
Education
Seattle University 1987 — 1989
Bachelor of Arts (BA), Business Teacher Education
Bellevue Community College 1982 — 1985
Business, Management, Marketing, and Related Support Services
Christopher Lossing's Edward Jones Experience June 2010 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Mackenzie Keck, Inc June 2008 - June 2010
Mars Retail Group February 2004 - June 2008
Skills
Financial Analysis, Strategic Financial..., Investments, Strategic Planning, Forecasting, Budgets, Finance, Negotiation, Project Planning, New Business Development, Management, Project Management, MS Project, Inventory Management, Microsoft Excel, Budget, Financial Planning, Leadership, Microsoft Office, Marketing Strategy, Customer Service, Contract Negotiation, Insurance, Marketing, Portfolio Management, Retirement, Risk Management, Strategy
Education
Bemidji State University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of Minnesota-Twin Cities 2000 — 2003
Bachelor's degree, Business Administration, Management and Operations
Edward Jones June 2010 - Present
Mackenzie Keck, Inc June 2008 - June 2010
Mars Retail Group February 2004 - June 2008
Skills
Financial Analysis, Strategic Financial..., Investments, Strategic Planning, Forecasting, Budgets, Finance, Negotiation, Project Planning, New Business Development, Management, Project Management, MS Project, Inventory Management, Microsoft Excel, Budget, Financial Planning, Leadership, Microsoft Office, Marketing Strategy, Customer Service, Contract Negotiation, Insurance, Marketing, Portfolio Management, Retirement, Risk Management, Strategy
Education
Bemidji State University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of Minnesota-Twin Cities 2000 — 2003
Bachelor's degree, Business Administration, Management and Operations
Ben Hinchey Ben Hinchey's Edward Jones Experience 2006 - 2008
Job DOC at Synergy Soccer Club
Industry Sports
Experience
Synergy Soccer Club May 2009 - Present
Neuqua Valley High School 2009 - 2011
Glen Ellyn Raiders Soccer Club 2003 - 2009
Edward Jones 2006 - 2008
Skills
Sports Management, Coaching, Sports Marketing, Soccer, Event Management, Club, Sports Coaching, Athletics, Event Planning, Fundraising, Management, Public Speaking, Sponsorship, Sports, Training, Customer Service
Education
Benedictine University 2009 — 2013
Master's Degree, Secondary Education and Teaching
Butler University 2002 — 2006
Bachelor's Degree, Marketing
Synergy Soccer Club May 2009 - Present
Neuqua Valley High School 2009 - 2011
Glen Ellyn Raiders Soccer Club 2003 - 2009
Edward Jones 2006 - 2008
Skills
Sports Management, Coaching, Sports Marketing, Soccer, Event Management, Club, Sports Coaching, Athletics, Event Planning, Fundraising, Management, Public Speaking, Sponsorship, Sports, Training, Customer Service
Education
Benedictine University 2009 — 2013
Master's Degree, Secondary Education and Teaching
Butler University 2002 — 2006
Bachelor's Degree, Marketing
Travis Hadden Travis Hadden's Edward Jones Experience June 2014 - August 2014
Job Commercial Banking Intern at Frost Bank
Industry Investment Management
Experience
Frost Bank June 2015 - July 2015
Edward Jones June 2014 - August 2014
Hadden Landscaping May 2013 - August 2013
Residential Lawn Service March 2007 - November 2012
Skills
Financial Analysis, Finance, Project Management, Management, Strategic Planning, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Advanced Typing, Windows, iOS, Social Media, Training, Adobe Photoshop, Landscaping, Residential Homes
Education
Baylor University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Legacy Christian Academy 2008 — 2012
Frost Bank June 2015 - July 2015
Edward Jones June 2014 - August 2014
Hadden Landscaping May 2013 - August 2013
Residential Lawn Service March 2007 - November 2012
Skills
Financial Analysis, Finance, Project Management, Management, Strategic Planning, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Advanced Typing, Windows, iOS, Social Media, Training, Adobe Photoshop, Landscaping, Residential Homes
Education
Baylor University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Legacy Christian Academy 2008 — 2012
Neil Fontenot Neil Fontenot's Edward Jones Experience 2004 - 2007
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2012 - Present
TIAA-CREF January 2007 - August 2012
Edward Jones 2004 - 2007
The Wall Street Journal 2001 - 2004
Skills
Training, Financial Services, Recruiting, Business Development, Marketing, Sales, Retirement Planning, Management, Mutual Funds, New Business Development
Education
Southern Methodist University 2002 — 2004
MBA, Finance/Marketing
Baylor University 1994 — 1998
Bachelor, Business Administration; Marketing
TIAA-CREF June 2012 - Present
TIAA-CREF January 2007 - August 2012
Edward Jones 2004 - 2007
The Wall Street Journal 2001 - 2004
Skills
Training, Financial Services, Recruiting, Business Development, Marketing, Sales, Retirement Planning, Management, Mutual Funds, New Business Development
Education
Southern Methodist University 2002 — 2004
MBA, Finance/Marketing
Baylor University 1994 — 1998
Bachelor, Business Administration; Marketing
Hunter Epperson Hunter Epperson's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Extell Development Company August 2014 - December 2014
Business Office (Bursar's) August 2013 - November 2014
Strothman+Co January 2014 - April 2014
Grant County Deposit Bank August 2012 - July 2013
Skills
Accounting, Financial Statements, Financial Reporting, GAAP, Auditing, QuickBooks, Internal Controls, Financial Accounting, CPA, Cash Flow, Microsoft Excel, Microsoft Office, Finance, Time Management, Investment Banking, Economics, Financial Analysis, Financial Advisory, Financial Planning
Education
Bellarmine University 2013 — 2017
Bachelor of Arts (B.A.), Economics and Finance, 3.26
EM Strasbourg Business School 2015 — 2015
International Finance
Grant County High School 2009 — 2013
Edward Jones June 2015 - Present
Extell Development Company August 2014 - December 2014
Business Office (Bursar's) August 2013 - November 2014
Strothman+Co January 2014 - April 2014
Grant County Deposit Bank August 2012 - July 2013
Skills
Accounting, Financial Statements, Financial Reporting, GAAP, Auditing, QuickBooks, Internal Controls, Financial Accounting, CPA, Cash Flow, Microsoft Excel, Microsoft Office, Finance, Time Management, Investment Banking, Economics, Financial Analysis, Financial Advisory, Financial Planning
Education
Bellarmine University 2013 — 2017
Bachelor of Arts (B.A.), Economics and Finance, 3.26
EM Strasbourg Business School 2015 — 2015
International Finance
Grant County High School 2009 — 2013
Shree Srinivasan Shree Srinivasan's Edward Jones Experience September 2006 - October 2010
Job Data Management and Business Intelligence Analyst at MTM, Inc.
Industry Information Technology and Services
Experience
MTM, Inc. February 2015 - Present
Consulting 2014 - 2014
Wells Fargo Advisors 2014 - 2014
Edward Jones September 2006 - October 2010
Accenture March 2004 - June 2006
Nexgenix 1999 - 2001
Skills
Business Analysis, SQL, Microsoft SQL Server, Windows, Requirements Analysis, HTML, Integration, Troubleshooting
Education
Birla Institute of Technology & Science, Pilani 1994 — 1999
Master of Management Studies, Masters in Economics
MTM, Inc. February 2015 - Present
Consulting 2014 - 2014
Wells Fargo Advisors 2014 - 2014
Edward Jones September 2006 - October 2010
Accenture March 2004 - June 2006
Nexgenix 1999 - 2001
Skills
Business Analysis, SQL, Microsoft SQL Server, Windows, Requirements Analysis, HTML, Integration, Troubleshooting
Education
Birla Institute of Technology & Science, Pilani 1994 — 1999
Master of Management Studies, Masters in Economics
Doug Centola Doug Centola's Edward Jones Experience May 2003 - September 2003
Job Manager, Advisory Services at KPMG
Industry Financial Services
Experience
KPMG September 2008 - Present
Edward Jones May 2003 - September 2003
Skills
Internal Controls, Big 4, Sarbanes-Oxley, Financial Accounting, Auditing, Internal Audit, US GAAP, Project Management, Account Reconciliation, PowerPoint, Financial Reporting, Microsoft Word, Accounting, Budget Management, Process Improvement, Microsoft Excel, Consulting
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science, Finance
KPMG September 2008 - Present
Edward Jones May 2003 - September 2003
Skills
Internal Controls, Big 4, Sarbanes-Oxley, Financial Accounting, Auditing, Internal Audit, US GAAP, Project Management, Account Reconciliation, PowerPoint, Financial Reporting, Microsoft Word, Accounting, Budget Management, Process Improvement, Microsoft Excel, Consulting
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science, Finance
Seth Waller Seth Waller's Edward Jones Experience 2009 - 2009
Job President at Falcon Investments
Industry Financial Services
Experience
Falcon Investments January 2012 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2011
Edward Jones 2009 - 2009
Skills
Finance, Entrepreneurship, Business Development, Retirement Planning, Strategic Financial..., Investments, Series 7, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Insurance, Investment Management, Financial Planning
Education
Belmont Abbey College 2004 — 2008
Bachelor of Arts (B.A.), Business Management
Falcon Investments January 2012 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2011
Edward Jones 2009 - 2009
Skills
Finance, Entrepreneurship, Business Development, Retirement Planning, Strategic Financial..., Investments, Series 7, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Insurance, Investment Management, Financial Planning
Education
Belmont Abbey College 2004 — 2008
Bachelor of Arts (B.A.), Business Management
Preston Preuss Preston Preuss's Edward Jones Experience July 2012 - Present
Job Fire Support Officer 1125FA (2136IN)
Industry Military
Experience
Edward Jones July 2012 - Present
ARMY January 2009 - Present
Skills
Army, DoD, Military, Top Secret, 1300, Deutsch
Education
Bethany Lutheran College 2005 — 2008
Bachelor of Arts (B.A.), Evolutionary Biology
Edward Jones July 2012 - Present
ARMY January 2009 - Present
Skills
Army, DoD, Military, Top Secret, 1300, Deutsch
Education
Bethany Lutheran College 2005 — 2008
Bachelor of Arts (B.A.), Evolutionary Biology
James Danger James Danger's Edward Jones Experience October 2011 - June 2012
Job Banking Center Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2013 - Present
Bank of America August 2013 - November 2013
Merrill Lynch August 2012 - August 2013
Edward Jones October 2011 - June 2012
Bank of America January 2011 - October 2011
Wyndham Vacation Ownership March 2010 - November 2010
Danger Crafts November 2009 - March 2010
T-Mobile July 2008 - November 2009
Persnickity Designs: July 2005 - July 2008
Grizzly Industrial Inc. October 2005 - October 2006
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, Fixed Annuities, College Savings Plans, Wealth Accumulation, Access, Sales Presentations, Sales, Banking, Retail Banking, Commercial Banking, Broker-Dealer, Stockbroking, Variable Annuities, Cash Management, Cash Handling Experience, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, series 66, Life Insurance, Investments
Education
University of Washington 2002 — 2003
Aerospace, Aeronautical and Astronautical Engineering
Bellevue Community College 1999 — 2003
Associate of Science (A.S.), Engineering
Bank of America November 2013 - Present
Bank of America August 2013 - November 2013
Merrill Lynch August 2012 - August 2013
Edward Jones October 2011 - June 2012
Bank of America January 2011 - October 2011
Wyndham Vacation Ownership March 2010 - November 2010
Danger Crafts November 2009 - March 2010
T-Mobile July 2008 - November 2009
Persnickity Designs: July 2005 - July 2008
Grizzly Industrial Inc. October 2005 - October 2006
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, Fixed Annuities, College Savings Plans, Wealth Accumulation, Access, Sales Presentations, Sales, Banking, Retail Banking, Commercial Banking, Broker-Dealer, Stockbroking, Variable Annuities, Cash Management, Cash Handling Experience, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, series 66, Life Insurance, Investments
Education
University of Washington 2002 — 2003
Aerospace, Aeronautical and Astronautical Engineering
Bellevue Community College 1999 — 2003
Associate of Science (A.S.), Engineering
Aliza Lundin Aliza Lundin's Edward Jones Experience November 2011 - December 2012
Job Project Controls Manager at MasTec North America, Inc.
Industry Accounting
Experience
MasTec August 2014 - Present
Christianson & Associates, PLLP December 2012 - July 2014
Edward Jones November 2011 - December 2012
Bemidji State University May 2011 - May 2012
Bemidji Iron & Recycling, Inc May 2010 - May 2011
University of North Dakota January 2010 - May 2010
Skills
Data Entry, QuickBooks, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Research, Event Planning, Time Management, Access, Teamwork, Insurance, Meeting Scheduling, Meeting Planning, Filing, Databases, Auditing, Compilation Of..., US GAAP, Peachtree, Oracle, Engagement, Office Management
Education
Bemidji State University 2010 — 2013
Bachelor of Science, Accounting
The University of North Dakota 2009 — 2010
General Courses
MasTec August 2014 - Present
Christianson & Associates, PLLP December 2012 - July 2014
Edward Jones November 2011 - December 2012
Bemidji State University May 2011 - May 2012
Bemidji Iron & Recycling, Inc May 2010 - May 2011
University of North Dakota January 2010 - May 2010
Skills
Data Entry, QuickBooks, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Research, Event Planning, Time Management, Access, Teamwork, Insurance, Meeting Scheduling, Meeting Planning, Filing, Databases, Auditing, Compilation Of..., US GAAP, Peachtree, Oracle, Engagement, Office Management
Education
Bemidji State University 2010 — 2013
Bachelor of Science, Accounting
The University of North Dakota 2009 — 2010
General Courses
Michael Linn's Edward Jones Experience June 2004 - November 2004
Job Executive Sales Representative at Stryker
Industry Medical Devices
Experience
Stryker Craniomaxillofacial November 2005 - Present
Stryker Neuro/Spine/ENT September 2011 - January 2013
Ricoh Business Solutions November 2004 - November 2005
Edward Jones June 2004 - November 2004
Skills
Capital Equipment, Implants, Medical Devices, Hospitals, Clinics, Operating Room, Neurosurgery, ENT, Spine, Facial Plastic &..., Oral & Maxillofacial..., Surgical Instruments, Cold Calling, Sales Process, Account Management, Territory Management, Surgeons, Skull Base Surgery, B2B, Product Launch, Market Development, Selling, Sales Operations, Capital Equipment Sales, Cardiology, Medical Sales, Sales, Sales Force Development
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Management and Marketing
Saint Peter's University 2014 — 2015
Master of Science (M.S.), Accountancy
Saint Peter's University 2007 — 2010
Master of Business Administration (M.B.A.), Management
Bergen Catholic High School 1996 — 2000
High School Diploma
Stryker Craniomaxillofacial November 2005 - Present
Stryker Neuro/Spine/ENT September 2011 - January 2013
Ricoh Business Solutions November 2004 - November 2005
Edward Jones June 2004 - November 2004
Skills
Capital Equipment, Implants, Medical Devices, Hospitals, Clinics, Operating Room, Neurosurgery, ENT, Spine, Facial Plastic &..., Oral & Maxillofacial..., Surgical Instruments, Cold Calling, Sales Process, Account Management, Territory Management, Surgeons, Skull Base Surgery, B2B, Product Launch, Market Development, Selling, Sales Operations, Capital Equipment Sales, Cardiology, Medical Sales, Sales, Sales Force Development
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Management and Marketing
Saint Peter's University 2014 — 2015
Master of Science (M.S.), Accountancy
Saint Peter's University 2007 — 2010
Master of Business Administration (M.B.A.), Management
Bergen Catholic High School 1996 — 2000
High School Diploma
Spencer Seifert Spencer Seifert's Edward Jones Experience 2014 - 2015
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2014 - 2015
Mosher Seifert & Co. 2011 - December 2013
Skills
Strategic Financial..., Capital Budgeting, Analysis, Business Valuation, Financial Reporting, Financial Statements, Accounting
Education
Baylor University 2007 — 2010
Economics
Edward Jones 2014 - 2015
Mosher Seifert & Co. 2011 - December 2013
Skills
Strategic Financial..., Capital Budgeting, Analysis, Business Valuation, Financial Reporting, Financial Statements, Accounting
Education
Baylor University 2007 — 2010
Economics
Trevor Skipper Trevor Skipper's Edward Jones Experience August 2000 - November 2009
Job Owner, Fortress Wealth Management
Industry Financial Services
Experience
Fortress Wealth Management November 2009 - Present
Edward Jones August 2000 - November 2009
Skills
Securities
Education
Belmont University 1996 — 1997
Graduate 30 hours, Education
Middle Tennessee State University 1988 — 1993
B.S,, Political Science, Economics/Finance
Fortress Wealth Management November 2009 - Present
Edward Jones August 2000 - November 2009
Skills
Securities
Education
Belmont University 1996 — 1997
Graduate 30 hours, Education
Middle Tennessee State University 1988 — 1993
B.S,, Political Science, Economics/Finance
Anjuli Fry Anjuli Fry's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Panorama 2009 - 2013
Skills
Lead Generation, Cold Calling, Sales Process
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Bellevue Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
South Puget Sound Community College 2009 — 2010
Associate of Arts (A.A.), General
Edward Jones March 2014 - Present
Panorama 2009 - 2013
Skills
Lead Generation, Cold Calling, Sales Process
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Bellevue Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
South Puget Sound Community College 2009 — 2010
Associate of Arts (A.A.), General
Jim Myczek Jim Myczek's Edward Jones Experience May 2010 - July 2011
Job Business Strategy | Change Management | Corporate Development | Relationship Management | Operations Management
Industry Management Consulting
Experience
PNC Finacial Services May 2013 - Present
Innovate Business Services Group May 2009 - Present
Merrill Lynch July 2011 - December 2012
Edward Jones May 2010 - July 2011
IBM November 2000 - May 2009
Smurfit-Stone Container January 1994 - October 2000
Republic Services (Formerly Browning-Ferris Industries) May 1985 - January 1994
Skills
Strategy, Process Improvement, Management, Leadership, Team Building, Start-ups, Human Resources, Program Management, Business Strategy, Strategic Planning, Change Management, Customer Satisfaction, Marketing Strategy, Sales, Large Scale..., Culture Change, Business Transformation, Business Process..., Relationship Management, Client Retention..., Operations Management, Marketing Management, International..., Outsourcing, P&L Management, Project Management, New Business Development, Management Consulting
Education
Benedictine University 1998 — 2001
MS-MIS (Management Information Systems)
Benedictine University 1985 — 1987
MBA, Operations and HR Management
Benedictine University 1980 — 1985
BS, Biology
PNC Finacial Services May 2013 - Present
Innovate Business Services Group May 2009 - Present
Merrill Lynch July 2011 - December 2012
Edward Jones May 2010 - July 2011
IBM November 2000 - May 2009
Smurfit-Stone Container January 1994 - October 2000
Republic Services (Formerly Browning-Ferris Industries) May 1985 - January 1994
Skills
Strategy, Process Improvement, Management, Leadership, Team Building, Start-ups, Human Resources, Program Management, Business Strategy, Strategic Planning, Change Management, Customer Satisfaction, Marketing Strategy, Sales, Large Scale..., Culture Change, Business Transformation, Business Process..., Relationship Management, Client Retention..., Operations Management, Marketing Management, International..., Outsourcing, P&L Management, Project Management, New Business Development, Management Consulting
Education
Benedictine University 1998 — 2001
MS-MIS (Management Information Systems)
Benedictine University 1985 — 1987
MBA, Operations and HR Management
Benedictine University 1980 — 1985
BS, Biology
Darren Watson Darren Watson's Edward Jones Experience June 1995 - November 1998
Job Lawing Financial Inc. Director Investment Advisory Committee Financial Advisor
Industry Financial Services
Experience
Lawing Financial Inc. November 1998 - Present
Edward Jones June 1995 - November 1998
Skills
Fly Fishing, Photography, Camping, Gardening
Education
Belmont Abbey College 1994 — 1996
Marietta College 1989 — 1991
Florida College 1985 — 1987
Raymore-Peculiar 1980 — 1985
High School
Lawing Financial Inc. November 1998 - Present
Edward Jones June 1995 - November 1998
Skills
Fly Fishing, Photography, Camping, Gardening
Education
Belmont Abbey College 1994 — 1996
Marietta College 1989 — 1991
Florida College 1985 — 1987
Raymore-Peculiar 1980 — 1985
High School
Ward Doering III Ward Doering III's Edward Jones Experience December 1994 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Omaha Police Department March 2011 - Present
Edward Jones December 1994 - Present
US Army October 1983 - November 1989
Education
Anderson High School, Cincinnati, Ohio 1976 — 1980
Bellevue University
Bachelors Degree, Marketing Management
Omaha Police Department March 2011 - Present
Edward Jones December 1994 - Present
US Army October 1983 - November 1989
Education
Anderson High School, Cincinnati, Ohio 1976 — 1980
Bellevue University
Bachelors Degree, Marketing Management
Mark Leuellen Mark Leuellen's Edward Jones Experience August 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2000 - Present
Mallinckrodt Nellcor March 1997 - August 2000
Enterprise Leasing January 1994 - May 1997
Skills
Banking, 401k Rollovers, Customer Service, Finance, Fundraising, Healthcare, Investments, Management, Mutual Funds, Nonprofits, Retirement Planning, Portfolio Management, Sales, Series 7, Retirement, Strategic Financial..., Time Management, Wealth Management, Roth IRA, Small Business, IRAs
Education
Belmont University - Jack C. Massey Graduate School of Business 2003 — 2004
CFP Designation course of study
Southern Illinois University, Edwardsville 1993 — 1994
Secondary Education, History, Education
MidAmerica Nazarene University 1981 — 1987
Theology, Finance, Theology
young leaders 2013 — 2013
Edward Jones August 2000 - Present
Mallinckrodt Nellcor March 1997 - August 2000
Enterprise Leasing January 1994 - May 1997
Skills
Banking, 401k Rollovers, Customer Service, Finance, Fundraising, Healthcare, Investments, Management, Mutual Funds, Nonprofits, Retirement Planning, Portfolio Management, Sales, Series 7, Retirement, Strategic Financial..., Time Management, Wealth Management, Roth IRA, Small Business, IRAs
Education
Belmont University - Jack C. Massey Graduate School of Business 2003 — 2004
CFP Designation course of study
Southern Illinois University, Edwardsville 1993 — 1994
Secondary Education, History, Education
MidAmerica Nazarene University 1981 — 1987
Theology, Finance, Theology
young leaders 2013 — 2013
Larry Torgerson Larry Torgerson's Edward Jones Experience 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1999 - Present
Skills
Life Insurance, Financial Services, Investments, Business Development, Insurance, Marketing
Education
Bethel University
BA, English Literature, Writing, Political Science
Edward Jones 1999 - Present
Skills
Life Insurance, Financial Services, Investments, Business Development, Insurance, Marketing
Education
Bethel University
BA, English Literature, Writing, Political Science
Patrick Ousterout Patrick Ousterout's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Pella Corporation April 2009 - October 2013
Construction Distribution & Supply February 2007 - March 2009
Skills
401k Rollovers, Asset Allocation, Wealth Management, Cash Management
Education
Binghamton University 2004 — 2006
Bachelor of Arts (BA), History
Broome Community College 2002 — 2004
Associate of Arts (A.A.)
Edward Jones February 2013 - Present
Pella Corporation April 2009 - October 2013
Construction Distribution & Supply February 2007 - March 2009
Skills
401k Rollovers, Asset Allocation, Wealth Management, Cash Management
Education
Binghamton University 2004 — 2006
Bachelor of Arts (BA), History
Broome Community College 2002 — 2004
Associate of Arts (A.A.)
Stephanie Emfinger Stephanie Emfinger's Edward Jones Experience August 2012 - September 2013
Job The best at earning 1015% for my private lenders!!!
Industry Real Estate
Experience
Dothan Realty Investors September 2013 - Present
Hodge and Associates Real Estate Inc January 2013 - Present
DothanPropertySolutions.com LLC September 2012 - September 2013
Edward Jones August 2012 - September 2013
Mama's Friend Birth Services May 2009 - July 2013
Skills
Residential Homes, Sellers, Property, Single Family Homes
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science (BS), Economics
Northside Methodist Academy 2000 — 2004
Advanced Diploma
FortuneBuilders University
Mastery Student
Dothan Realty Investors September 2013 - Present
Hodge and Associates Real Estate Inc January 2013 - Present
DothanPropertySolutions.com LLC September 2012 - September 2013
Edward Jones August 2012 - September 2013
Mama's Friend Birth Services May 2009 - July 2013
Skills
Residential Homes, Sellers, Property, Single Family Homes
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science (BS), Economics
Northside Methodist Academy 2000 — 2004
Advanced Diploma
FortuneBuilders University
Mastery Student
Michelle McCrory's Edward Jones Experience June 2004 - January 2005
Job Field Sales Rep at Vector Electrical Sales
Industry Electrical/Electronic Manufacturing
Experience
Vector Electrical Sales January 2005 - Present
Edward Jones June 2004 - January 2005
Skills
Lighting Controls, Business Planning, Account Management, Sales, Direct Sales, Sales Management, New Business Development, Cold Calling, Customer Service, Pricing, Selling, Customer Satisfaction, Contract Negotiation, Purchasing, Management, Sales Process, Inventory Management, Product Marketing, Retail, Sales Operations, Product Management, B2B, Key Account Management, Marketing Strategy, Forecasting, Trade Shows, Strategic Planning, Product Development, Social Media Marketing, Team Building, Negotiation, Marketing, Sales Presentations, Budgets, Business Development
Education
Benedictine College 2000 — 2004
Bachelor, Business
Vector Electrical Sales January 2005 - Present
Edward Jones June 2004 - January 2005
Skills
Lighting Controls, Business Planning, Account Management, Sales, Direct Sales, Sales Management, New Business Development, Cold Calling, Customer Service, Pricing, Selling, Customer Satisfaction, Contract Negotiation, Purchasing, Management, Sales Process, Inventory Management, Product Marketing, Retail, Sales Operations, Product Management, B2B, Key Account Management, Marketing Strategy, Forecasting, Trade Shows, Strategic Planning, Product Development, Social Media Marketing, Team Building, Negotiation, Marketing, Sales Presentations, Budgets, Business Development
Education
Benedictine College 2000 — 2004
Bachelor, Business
Luke Prichard's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Durango Youth Soccer Association Coach September 2011 - June 2015
Fort Lewis College September 2013 - April 2015
Fort Lewis Men’s Soccer September 2011 - May 2013
Target September 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Teamwork, Time Management, Financial Analysis, Leadership, Marketing, Team Leadership, Team Building, Event Planning
Education
BI Norwegian Business School
Bachelor of Finance
Fort Lewis College 2011 — 2015
Finance and Financial Management Services
Thunder Ridge High School 2007 — 2011
Edward Jones March 2015 - Present
Durango Youth Soccer Association Coach September 2011 - June 2015
Fort Lewis College September 2013 - April 2015
Fort Lewis Men’s Soccer September 2011 - May 2013
Target September 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Teamwork, Time Management, Financial Analysis, Leadership, Marketing, Team Leadership, Team Building, Event Planning
Education
BI Norwegian Business School
Bachelor of Finance
Fort Lewis College 2011 — 2015
Finance and Financial Management Services
Thunder Ridge High School 2007 — 2011
Mark Bivens Mark Bivens's Edward Jones Experience March 2013 - March 2014
Job Enablement Supervisor at Vendorin Inc
Industry Financial Services
Experience
Vendorin Inc July 2014 - Present
Lincoln Financial Group April 2014 - July 2014
Edward Jones March 2013 - March 2014
PayPal February 2012 - March 2013
PayPal November 2010 - February 2012
PayPal March 2010 - November 2010
PayPal November 2009 - March 2010
Red Mountain Bank 2008 - 2009
Skills
E-commerce, Merchant Services, Sales, Account Management, Customer Service, Salesforce.com, Direct Sales, B2B, Customer Retention, Customer Experience, Call Centers, Sales Process, New Business Development
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Vendorin Inc July 2014 - Present
Lincoln Financial Group April 2014 - July 2014
Edward Jones March 2013 - March 2014
PayPal February 2012 - March 2013
PayPal November 2010 - February 2012
PayPal March 2010 - November 2010
PayPal November 2009 - March 2010
Red Mountain Bank 2008 - 2009
Skills
E-commerce, Merchant Services, Sales, Account Management, Customer Service, Salesforce.com, Direct Sales, B2B, Customer Retention, Customer Experience, Call Centers, Sales Process, New Business Development
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Scott Schneidermann's Edward Jones Experience October 2006 - November 2010
Job Investment Adviser Representative
Industry Financial Services
Experience
Next Financial Group, Inc November 2010 - Present
Qnity November 2010 - November 2012
Edward Jones October 2006 - November 2010
Juut Salonspa 2002 - 2006
Business Microvar January 2000 - October 2002
Regis Corporation June 1994 - January 2000
Target November 1989 - June 1994
PricewaterhouseCoopers September 1986 - November 1989
Skills
Financial Systems, Strategic Financial...
Education
Bethel University
Little Rock High School
Next Financial Group, Inc November 2010 - Present
Qnity November 2010 - November 2012
Edward Jones October 2006 - November 2010
Juut Salonspa 2002 - 2006
Business Microvar January 2000 - October 2002
Regis Corporation June 1994 - January 2000
Target November 1989 - June 1994
PricewaterhouseCoopers September 1986 - November 1989
Skills
Financial Systems, Strategic Financial...
Education
Bethel University
Little Rock High School
Amy Alfermann, PhD Amy Alfermann, PhD's Edward Jones Experience November 1998 - August 2006
Job Leadership & Organization Effectiveness Consultant
Industry Oil & Energy
Experience
Ameren July 2013 - Present
Monsanto November 2008 - July 2013
Bunzl Distribution August 2006 - October 2008
Edward Jones November 1998 - August 2006
Skills
Succession Planning, Organizational..., Leadership Development, Talent Management, Organizational..., Performance Management, Employee Engagement, Organizational Design, Onboarding, Employee Relations, Workforce Planning, Change Management, Individual Development, Instructional Design, Culture Change, Leadership, Employee Training, Strategic Planning, Career Development, Executive Coaching
Education
Benedictine University 2008 — 2011
Doctorate, Organization Development
Webster University 2002 — 2004
Master of Arts, Human Resource Development
University of Missouri-Columbia 1995 — 1998
Bachelors of Arts, Psychology
Ameren July 2013 - Present
Monsanto November 2008 - July 2013
Bunzl Distribution August 2006 - October 2008
Edward Jones November 1998 - August 2006
Skills
Succession Planning, Organizational..., Leadership Development, Talent Management, Organizational..., Performance Management, Employee Engagement, Organizational Design, Onboarding, Employee Relations, Workforce Planning, Change Management, Individual Development, Instructional Design, Culture Change, Leadership, Employee Training, Strategic Planning, Career Development, Executive Coaching
Education
Benedictine University 2008 — 2011
Doctorate, Organization Development
Webster University 2002 — 2004
Master of Arts, Human Resource Development
University of Missouri-Columbia 1995 — 1998
Bachelors of Arts, Psychology
Lee Pitcovich Lee Pitcovich's Edward Jones Experience October 2009 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones October 2009 - Present
Education
Berry College 1998 — 2002
Edward Jones October 2009 - Present
Education
Berry College 1998 — 2002
Pamela Kyle's Edward Jones Experience January 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Executive Office
Experience
Edward Jones January 2012 - Present
Wells Fargo Advisors July 2010 - August 2011
Education
Bethel College
Psychology, Biblical Counseling
Indiana University
Edward Jones January 2012 - Present
Wells Fargo Advisors July 2010 - August 2011
Education
Bethel College
Psychology, Biblical Counseling
Indiana University
Evangeline Angie (Tyndall) Herrington Evangeline Angie (Tyndall) Herrington's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones January 2015 - Present
University of Denver 2008 - December 2014
Marksman Consulting 2005 - 2007
Countrywide Financial Corporation 2003 - 2005
Arthur Andersen Business Consulting 2000 - 2002
BSI Consulting 1998 - 2000
Accenture (Andersen Consulting) 1995 - 1998
Skills
Project Management, Business Analysis, MS Project, Software Implementation, Business Process..., Management Consulting, Manage Client..., Strategic Planning, Contract Negotiation, Software Design, Software Development, Business Process..., Database Design, SQL, Access Database, PowerPoint, Microsoft Excel, Team Building, Team Leadership, Team Management, Team Building..., Process Flow..., Proposal Writing, RFI, RFP, Visio, SDLC, Business Process, Program Management, Software Documentation, Analysis, Microsoft Project
Education
Baylor University - Hankamer School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems
Edward Jones January 2015 - Present
University of Denver 2008 - December 2014
Marksman Consulting 2005 - 2007
Countrywide Financial Corporation 2003 - 2005
Arthur Andersen Business Consulting 2000 - 2002
BSI Consulting 1998 - 2000
Accenture (Andersen Consulting) 1995 - 1998
Skills
Project Management, Business Analysis, MS Project, Software Implementation, Business Process..., Management Consulting, Manage Client..., Strategic Planning, Contract Negotiation, Software Design, Software Development, Business Process..., Database Design, SQL, Access Database, PowerPoint, Microsoft Excel, Team Building, Team Leadership, Team Management, Team Building..., Process Flow..., Proposal Writing, RFI, RFP, Visio, SDLC, Business Process, Program Management, Software Documentation, Analysis, Microsoft Project
Education
Baylor University - Hankamer School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems
Mark Czajak Mark Czajak's Edward Jones Experience March 2005 - January 2006
Job Onondaga County Economic Division
Industry Public Policy
Experience
Onondaga County January 2015 - Present
AXA January 2014 - January 2015
Time Warner Cable July 2007 - April 2013
State Farm January 2006 - October 2006
Edward Jones March 2005 - January 2006
AIG August 2003 - March 2005
Toys R Us July 1998 - August 2003
Skills
Telecommunications, VoIP, Wireless, Call Centers, IP, Direct Sales, Managed Services, Account Management, MPLS, Broadband, Customer Retention, Solution Selling, Piano Playing, Piano Education, Art, Microsoft Excel, Sales, Sales Operations, Salesforce.com, ICOMS, Microsoft Word, Video Games, Writing, B2B, Series 7, Series 63, Life Insurance, Stock Management, Management, Property & Casualty..., Typing, Mutual Funds, Drawing, Member of Mensa
Education
State University of New York at Binghamton 1999 — 2003
Bachelor's degree, Economics
East Syracuse Minoa CHS
Onondaga County January 2015 - Present
AXA January 2014 - January 2015
Time Warner Cable July 2007 - April 2013
State Farm January 2006 - October 2006
Edward Jones March 2005 - January 2006
AIG August 2003 - March 2005
Toys R Us July 1998 - August 2003
Skills
Telecommunications, VoIP, Wireless, Call Centers, IP, Direct Sales, Managed Services, Account Management, MPLS, Broadband, Customer Retention, Solution Selling, Piano Playing, Piano Education, Art, Microsoft Excel, Sales, Sales Operations, Salesforce.com, ICOMS, Microsoft Word, Video Games, Writing, B2B, Series 7, Series 63, Life Insurance, Stock Management, Management, Property & Casualty..., Typing, Mutual Funds, Drawing, Member of Mensa
Education
State University of New York at Binghamton 1999 — 2003
Bachelor's degree, Economics
East Syracuse Minoa CHS
Eric Gholz Eric Gholz's Edward Jones Experience August 2013 - July 2014
Job Chief Executive Officer at Viridian Total Solutions
Industry Renewables & Environment
Experience
Viridian Total Solutions January 2015 - Present
US Small Business Administration August 2014 - Present
Edward Jones August 2013 - July 2014
US Army July 2012 - September 2013
US Army June 2011 - July 2012
US Army June 2009 - June 2011
Education
Walden University 2013 — 2016
Doctor of Business Administration
University of Mary 2010 — 2012
Master of Science (MS), Strategic Leadership
Benedictine College 2005 — 2009
BS, Criminology
Viridian Total Solutions January 2015 - Present
US Small Business Administration August 2014 - Present
Edward Jones August 2013 - July 2014
US Army July 2012 - September 2013
US Army June 2011 - July 2012
US Army June 2009 - June 2011
Education
Walden University 2013 — 2016
Doctor of Business Administration
University of Mary 2010 — 2012
Master of Science (MS), Strategic Leadership
Benedictine College 2005 — 2009
BS, Criminology
Michael Grove's Edward Jones Experience May 2008 - June 2010
Job Home Mortgage Consultant 574.234.5201
Industry Financial Services
Experience
Ruoff Home Mortgage February 2013 - Present
WestPoint Financial Group April 2012 - February 2013
Lincoln Financial Group June 2010 - April 2012
Edward Jones May 2008 - June 2010
Skills
Refinance, Mortgage Lending, Retirement, Financial Services, Portfolio Management, Securities, Risk Management, Life Insurance, Mortgage Banking, Estate Planning, Loans
Education
Bethel College 1995 — 1999
Bachelor of Arts (BA), Religion/Religious Studies
Ruoff Home Mortgage February 2013 - Present
WestPoint Financial Group April 2012 - February 2013
Lincoln Financial Group June 2010 - April 2012
Edward Jones May 2008 - June 2010
Skills
Refinance, Mortgage Lending, Retirement, Financial Services, Portfolio Management, Securities, Risk Management, Life Insurance, Mortgage Banking, Estate Planning, Loans
Education
Bethel College 1995 — 1999
Bachelor of Arts (BA), Religion/Religious Studies
Brett Byler's Edward Jones Experience December 2012 - April 2013
Job Quality Assurance Manager at Newmark Grubb Cressy & Everett
Industry Commercial Real Estate
Experience
Newmark Grubb Cressy & Everett November 2014 - Present
Newmark Grubb Cressy & Everett August 2013 - November 2014
Edward Jones December 2012 - April 2013
Welch Packaging May 2011 - December 2012
Welch Packaging May 2010 - May 2011
Skills
Customer Service, Microsoft Excel, Payroll, Financial Analysis, Accounting
Education
Bethel College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration/Accounting
Newmark Grubb Cressy & Everett November 2014 - Present
Newmark Grubb Cressy & Everett August 2013 - November 2014
Edward Jones December 2012 - April 2013
Welch Packaging May 2011 - December 2012
Welch Packaging May 2010 - May 2011
Skills
Customer Service, Microsoft Excel, Payroll, Financial Analysis, Accounting
Education
Bethel College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration/Accounting
Adam Fischer Adam Fischer's Edward Jones Experience May 2006 - January 2007
Job Director, Corporate and Foundation Relations at University of Minnesota Foundation
Industry Fund-Raising
Experience
University of Minnesota Foundation January 2014 - Present
U of MN, College of Food, Agricultural and Natural Resource Sciences January 2012 - January 2014
The Foundation of St. Andrews Lutheran Church March 2009 - March 2012
U of MN, College of Food, Agricultural and Natural Resource Sciences January 2007 - December 2011
Edward Jones May 2006 - January 2007
Lakeview Hospital September 2005 - May 2006
Boy Scouts of America April 2003 - September 2005
Boy Scouts of America 2001 - 2003
Boy Scouts of America January 1999 - January 2001
Boy Scouts of America June 1996 - January 1999
Skills
Fundraising, Program Development, Non-profits, Public Speaking, Volunteer Management, Grants, Grant Writing, Stewardship, Annual Giving, Alumni Relations, Philanthropy, Board Development, Community Outreach, Nonprofits
Education
Bethel University 1992 — 1996
Business, Management
Blue Earth Area High School
University of Minnesota Foundation January 2014 - Present
U of MN, College of Food, Agricultural and Natural Resource Sciences January 2012 - January 2014
The Foundation of St. Andrews Lutheran Church March 2009 - March 2012
U of MN, College of Food, Agricultural and Natural Resource Sciences January 2007 - December 2011
Edward Jones May 2006 - January 2007
Lakeview Hospital September 2005 - May 2006
Boy Scouts of America April 2003 - September 2005
Boy Scouts of America 2001 - 2003
Boy Scouts of America January 1999 - January 2001
Boy Scouts of America June 1996 - January 1999
Skills
Fundraising, Program Development, Non-profits, Public Speaking, Volunteer Management, Grants, Grant Writing, Stewardship, Annual Giving, Alumni Relations, Philanthropy, Board Development, Community Outreach, Nonprofits
Education
Bethel University 1992 — 1996
Business, Management
Blue Earth Area High School
Doug Grau Doug Grau's Edward Jones Experience November 2009 - June 2012
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Edward Jones November 2009 - June 2012
Yell Records October 2002 - November 2009
Scream Records March 2000 - October 2002
Scream Music Publishing October 1998 - March 2001
Warner Bros. Records September 1983 - March 1998
Education
Belmont University 1981 — 1985
BBA, Music Business
Principal Financial Group June 2012 - Present
Edward Jones November 2009 - June 2012
Yell Records October 2002 - November 2009
Scream Records March 2000 - October 2002
Scream Music Publishing October 1998 - March 2001
Warner Bros. Records September 1983 - March 1998
Education
Belmont University 1981 — 1985
BBA, Music Business
Brad Raines's Edward Jones Experience February 2007 - January 2010
Job Managing Financial Advisor at Applied Capital
Industry Financial Services
Experience
Applied Capital January 2013 - Present
BRS Consulting January 2010 - December 2012
Edward Jones February 2007 - January 2010
Regions Bank June 2006 - February 2007
Skills
Strategic Financial..., Retirement Planning, Investment Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance & Real Estate
Applied Capital January 2013 - Present
BRS Consulting January 2010 - December 2012
Edward Jones February 2007 - January 2010
Regions Bank June 2006 - February 2007
Skills
Strategic Financial..., Retirement Planning, Investment Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance & Real Estate
Jeff Yamin's Edward Jones Experience 1997 - 1999
Job VP, Strategic Agency Partnerships at Digital Insurance & Digital Benefit Advisors
Industry Insurance
Experience
Digital Insurance January 2004 - Present
Merritt Hawkins 2001 - 2004
Merrill Lynch 1999 - 2001
Edward Jones 1997 - 1999
Skills
Business Development, Strategic Partnerships, Employee Benefits, Leadership, Insurance, Sales, Marketing, Small Business, Healthcare, Health Insurance, Disability Insurance, Manage Client..., Strategic Planning, Account Management, Customer Service, Underwriting, Mergers & Acquisitions, Business Strategy, Life Insurance, Management, Client Relations, Client Liaison, Acquisitions, Contract Negotiation, Contract Management, CRM
Education
Bentley University 1993 — 1997
BS, Finance
Digital Insurance January 2004 - Present
Merritt Hawkins 2001 - 2004
Merrill Lynch 1999 - 2001
Edward Jones 1997 - 1999
Skills
Business Development, Strategic Partnerships, Employee Benefits, Leadership, Insurance, Sales, Marketing, Small Business, Healthcare, Health Insurance, Disability Insurance, Manage Client..., Strategic Planning, Account Management, Customer Service, Underwriting, Mergers & Acquisitions, Business Strategy, Life Insurance, Management, Client Relations, Client Liaison, Acquisitions, Contract Negotiation, Contract Management, CRM
Education
Bentley University 1993 — 1997
BS, Finance
Chip Jones Chip Jones's Edward Jones Experience April 1997 - December 1998
Job Territory Manager at Patterson Dental
Industry Medical Devices
Experience
Patterson Dental August 2014 - Present
Biolase Technology January 2012 - January 2013
K-LaserUSA April 2011 - January 2012
ImageWorks Corporation August 2010 - April 2011
Biomet 3i April 2006 - May 2010
Midwest Veterinary Supply August 2002 - March 2006
PostNet September 1999 - August 2002
Edward Jones April 1997 - December 1998
Johnson and Johnson Medical Inc February 1992 - February 1997
Skills
Capital Equipment, Medical Devices, Capital Equipment Sales, Surgeons, Disposables, Surgical Instruments, Sales Management, Sales Force Development, Operating Room, Surgery, Sales, Dentistry, Sales Operations, Market Development, Hospitals, Product Launch, Selling Skills, Urology, Cardiology, Pharmaceutical Sales
Education
Baylor University - Hankamer School of Business 1990 — 1991
MBA, General Business
Baylor University - Hankamer School of Business 1985 — 1990
BBA, Marketing and Management
Patterson Dental August 2014 - Present
Biolase Technology January 2012 - January 2013
K-LaserUSA April 2011 - January 2012
ImageWorks Corporation August 2010 - April 2011
Biomet 3i April 2006 - May 2010
Midwest Veterinary Supply August 2002 - March 2006
PostNet September 1999 - August 2002
Edward Jones April 1997 - December 1998
Johnson and Johnson Medical Inc February 1992 - February 1997
Skills
Capital Equipment, Medical Devices, Capital Equipment Sales, Surgeons, Disposables, Surgical Instruments, Sales Management, Sales Force Development, Operating Room, Surgery, Sales, Dentistry, Sales Operations, Market Development, Hospitals, Product Launch, Selling Skills, Urology, Cardiology, Pharmaceutical Sales
Education
Baylor University - Hankamer School of Business 1990 — 1991
MBA, General Business
Baylor University - Hankamer School of Business 1985 — 1990
BBA, Marketing and Management
Bob Helfrich Bob Helfrich's Edward Jones Experience April 2010 - January 2015
Job Market Research Analyst | SME Consultant | Economist
Industry Financial Services
Experience
Edward Jones April 2010 - January 2015
SCORE February 2015 - 2015
NewGround January 1995 - March 2010
Deutsche Financial 1990 - 1995
Skills
Market Research, Analysis, Project Management, Project Planning, Strategic Planning, Team Building, CRM, Leadership, Marketing, Banking, Business Planning, Strategy
Education
Benedictine College
Bachelor's Degree, Business/Managerial Economics
John Cook School of Business at Saint Louis University
Master of Business Administration (M.B.A.), Consumer Economics
Edward Jones April 2010 - January 2015
SCORE February 2015 - 2015
NewGround January 1995 - March 2010
Deutsche Financial 1990 - 1995
Skills
Market Research, Analysis, Project Management, Project Planning, Strategic Planning, Team Building, CRM, Leadership, Marketing, Banking, Business Planning, Strategy
Education
Benedictine College
Bachelor's Degree, Business/Managerial Economics
John Cook School of Business at Saint Louis University
Master of Business Administration (M.B.A.), Consumer Economics
Ryan Henningsen's Edward Jones Experience June 2001 - March 2006
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Franklin Templeton Investments April 2006 - March 2011
Edward Jones June 2001 - March 2006
Benedictine College 1997 - 2001
Education
Benedictine College 1997 — 2001
B.A, Business Finance
Franklin Templeton Investments April 2006 - March 2011
Edward Jones June 2001 - March 2006
Benedictine College 1997 - 2001
Education
Benedictine College 1997 — 2001
B.A, Business Finance
Micah Todd's Edward Jones Experience November 2013 - March 2015
Job Financial Advisor
Industry Financial Services
Experience
VALIC March 2015 - October 2015
Edward Jones November 2013 - March 2015
Follett Higher Education Group September 2010 - November 2013
Hibbett Sporting Goods August 2009 - September 2010
Target June 2006 - March 2008
Skills
Customer Service, Inventory Management, Sales, Public Speaking, Marketing, Management, Merchandising, Microsoft Office, Microsoft Excel, Retail, Leadership Development, Textbooks, Purchasing, Analysis, Communication, Relationship-building..., Books, University Relations, Cross Merchandising, Forecasting, Demand Forecasting, Inventory Forecasting, Personnel Management, Store Operations, Planograms, Vendor Management, Store Management, Shrinkage, Performance Management, Coaching, Visual Merchandising, Loss Prevention, Inventory Control, Profit, Retail Sales, financial planning, Personal Financial...
Education
Bethel College (TN) 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Middle Tennessee State University 2006 — 2009
Bachelor of Science (BS), Political Science and Government
VALIC March 2015 - October 2015
Edward Jones November 2013 - March 2015
Follett Higher Education Group September 2010 - November 2013
Hibbett Sporting Goods August 2009 - September 2010
Target June 2006 - March 2008
Skills
Customer Service, Inventory Management, Sales, Public Speaking, Marketing, Management, Merchandising, Microsoft Office, Microsoft Excel, Retail, Leadership Development, Textbooks, Purchasing, Analysis, Communication, Relationship-building..., Books, University Relations, Cross Merchandising, Forecasting, Demand Forecasting, Inventory Forecasting, Personnel Management, Store Operations, Planograms, Vendor Management, Store Management, Shrinkage, Performance Management, Coaching, Visual Merchandising, Loss Prevention, Inventory Control, Profit, Retail Sales, financial planning, Personal Financial...
Education
Bethel College (TN) 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Middle Tennessee State University 2006 — 2009
Bachelor of Science (BS), Political Science and Government
Cory Mathis, CFP®'s Edward Jones Experience 2007 - 2008
Job Senior Financial Analyst at HealthTrust Purchasing Group
Industry Hospital & Health Care
Experience
HealthTrust Purchasing Group 2015 - Present
American Pathology Partners 2013 - Present
Walgreens 2010 - 2013
Consultant 2008 - 2010
Edward Jones 2007 - 2008
State Farm Insurance 2004 - 2006
Day & Zimmermann 2001 - 2004
Skills
Financial Modeling, Forecasting, Variance Analysis, Budgets, Microsoft Excel, Finance, Strategic Financial..., Portfolio Management, Investments, Access, Strategy, Strategic Planning, Retirement Planning, Training, Management, Process Improvement, Microsoft Office, Healthcare, Customer Service, Analysis, Managerial Finance, Corporate Finance, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
CFA Institute 2009 — 2009
Chartered Financial Analyst
Certified Financial Planner Board of Standards 2008 — 2009
Financial Planning
Belmont University 2004 — 2005
Executive Financial Planning Program
University of Tennessee at Martin 1997 — 2001
Finance
HealthTrust Purchasing Group 2015 - Present
American Pathology Partners 2013 - Present
Walgreens 2010 - 2013
Consultant 2008 - 2010
Edward Jones 2007 - 2008
State Farm Insurance 2004 - 2006
Day & Zimmermann 2001 - 2004
Skills
Financial Modeling, Forecasting, Variance Analysis, Budgets, Microsoft Excel, Finance, Strategic Financial..., Portfolio Management, Investments, Access, Strategy, Strategic Planning, Retirement Planning, Training, Management, Process Improvement, Microsoft Office, Healthcare, Customer Service, Analysis, Managerial Finance, Corporate Finance, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
CFA Institute 2009 — 2009
Chartered Financial Analyst
Certified Financial Planner Board of Standards 2008 — 2009
Financial Planning
Belmont University 2004 — 2005
Executive Financial Planning Program
University of Tennessee at Martin 1997 — 2001
Finance
David B. Lanzillo's Edward Jones Experience 2012 - 2013
Job Associate Financial Advisor at Robbins Farley, LLC
Industry Financial Services
Experience
Robbins Farley, LLC December 2013 - Present
Edward Jones 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - November 2011
TD Ameritrade June 1996 - May 2007
Education
Bentley College 1992 — 1996
Bachelor's degree, Accounting and Finance
Wilmington High School
Wilmington High School
Robbins Farley, LLC December 2013 - Present
Edward Jones 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - November 2011
TD Ameritrade June 1996 - May 2007
Education
Bentley College 1992 — 1996
Bachelor's degree, Accounting and Finance
Wilmington High School
Wilmington High School
Brett Clancy's Edward Jones Experience August 1999 - September 2003
Job Owner at Christian Brothers Automotive Meridian
Industry Automotive
Experience
Christian Brothers Automotive - Meridian January 2014 - Present
Auto Body Express May 2012 - March 2014
Auto Body Express April 2006 - April 2012
Plant City Chamber of Commerce 2011 - 2012
Dealership Defense February 2005 - April 2006
Procede Software February 2003 - February 2005
Edward Jones August 1999 - September 2003
Freightliner June 1995 - August 1999
Self-employed September 1990 - June 1994
United Millwork, Inc. October 1985 - September 1990
Skills
Initiating, Organizational..., Organizational Change, Creative Problem Solving, Strategic Planning, Change Leadership, Organizational..., Modification, Process Improvement, Business Management, Business Planning, Building Relationships, Marketing Strategy, Marketing Communications, Email Marketing, Management, Change Management, Team Leadership, Strategy, Leadership, Account Management, Initiation, Selling, Training, New Business Development, Budgets, Automotive, Program Management, Modifications, Team Building, Sales, Marketing, Customer Satisfaction, Sales Management, Time Management, Human Resources, Operations Management, Business Development, Software Documentation, Sales Operations, Customer Service, Customer Retention, Business Strategy, Sales Process, Executive Management, CRM, B2B, Networking, Inventory Management, Purchasing
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
BA, Business / focus on Accounting
Bellevue Community College 1990 — 1993
AAS, Business Administration
JFK Highschool 1977 — 1981
Diploma, General studies
Christian Brothers Automotive - Meridian January 2014 - Present
Auto Body Express May 2012 - March 2014
Auto Body Express April 2006 - April 2012
Plant City Chamber of Commerce 2011 - 2012
Dealership Defense February 2005 - April 2006
Procede Software February 2003 - February 2005
Edward Jones August 1999 - September 2003
Freightliner June 1995 - August 1999
Self-employed September 1990 - June 1994
United Millwork, Inc. October 1985 - September 1990
Skills
Initiating, Organizational..., Organizational Change, Creative Problem Solving, Strategic Planning, Change Leadership, Organizational..., Modification, Process Improvement, Business Management, Business Planning, Building Relationships, Marketing Strategy, Marketing Communications, Email Marketing, Management, Change Management, Team Leadership, Strategy, Leadership, Account Management, Initiation, Selling, Training, New Business Development, Budgets, Automotive, Program Management, Modifications, Team Building, Sales, Marketing, Customer Satisfaction, Sales Management, Time Management, Human Resources, Operations Management, Business Development, Software Documentation, Sales Operations, Customer Service, Customer Retention, Business Strategy, Sales Process, Executive Management, CRM, B2B, Networking, Inventory Management, Purchasing
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
BA, Business / focus on Accounting
Bellevue Community College 1990 — 1993
AAS, Business Administration
JFK Highschool 1977 — 1981
Diploma, General studies
Elizabeth (Wickman) Polak's Edward Jones Experience August 2007 - February 2008
Job Manager, Learning Technologies at ConAgra Foods
Industry E-Learning
Experience
ConAgra Foods September 2013 - Present
ConAgra Foods March 2010 - September 2013
HDR, Inc March 2008 - March 2010
Anheuser-Busch January 2008 - May 2008
Edward Jones August 2007 - February 2008
TD Ameritrade October 2006 - August 2007
Bellevue University September 2006 - December 2006
Bellevue University May 2004 - October 2006
Bellevue University January 2003 - May 2004
Bellevue University April 2001 - January 2003
Skills
SAP SuccessFactors LMS, E-Learning, Articulate Storyline, Articulate Studio, Captivate, Instructional Design, ADDIE, Project Management, Agile Project Management, Learning Management..., Training, Dreamweaver, Moodle, Flash, Camtasia, SharePoint, Audacity, Instructor-led Training, Organizational..., Blended Learning, Needs Analysis, HTML, Premiere, Photoshop, Blackboard, SumTotal, Adobe Flash CS4, Adobe PhotoShop CS4, SCORM, CSS, Video Editing, GeoMaestro, Plateau, Adobe Premiere Pro CS4, AICC, JavaScript, DatStat Illume, Raptivity, Corel Video, Corel Painter, Project Coordination, Video, Adobe Presenter, Instructional Videos, Adobe After Effects, Adobe Audition, Microsoft Office, Alchemy LMS, Alchemy Coach, Software Project...
Education
University of Missouri-Columbia 2004 — 2006
Master of Education, Educational Technology
Bellevue University 2002 — 2004
Bachelor of Science, Internet Systems and Software Technology
Metropolitan Community College 1996 — 2000
Associate in Applied Science, Microcomputer Technology
United States Air Force Technical Training 1994 — 1995
Certificate, Diet Therapy School
United States Air Force Basic Military Training 1994 — 1994
Basic Military Study
Alton Senior High School 1989 — 1993
General Studies
ConAgra Foods September 2013 - Present
ConAgra Foods March 2010 - September 2013
HDR, Inc March 2008 - March 2010
Anheuser-Busch January 2008 - May 2008
Edward Jones August 2007 - February 2008
TD Ameritrade October 2006 - August 2007
Bellevue University September 2006 - December 2006
Bellevue University May 2004 - October 2006
Bellevue University January 2003 - May 2004
Bellevue University April 2001 - January 2003
Skills
SAP SuccessFactors LMS, E-Learning, Articulate Storyline, Articulate Studio, Captivate, Instructional Design, ADDIE, Project Management, Agile Project Management, Learning Management..., Training, Dreamweaver, Moodle, Flash, Camtasia, SharePoint, Audacity, Instructor-led Training, Organizational..., Blended Learning, Needs Analysis, HTML, Premiere, Photoshop, Blackboard, SumTotal, Adobe Flash CS4, Adobe PhotoShop CS4, SCORM, CSS, Video Editing, GeoMaestro, Plateau, Adobe Premiere Pro CS4, AICC, JavaScript, DatStat Illume, Raptivity, Corel Video, Corel Painter, Project Coordination, Video, Adobe Presenter, Instructional Videos, Adobe After Effects, Adobe Audition, Microsoft Office, Alchemy LMS, Alchemy Coach, Software Project...
Education
University of Missouri-Columbia 2004 — 2006
Master of Education, Educational Technology
Bellevue University 2002 — 2004
Bachelor of Science, Internet Systems and Software Technology
Metropolitan Community College 1996 — 2000
Associate in Applied Science, Microcomputer Technology
United States Air Force Technical Training 1994 — 1995
Certificate, Diet Therapy School
United States Air Force Basic Military Training 1994 — 1994
Basic Military Study
Alton Senior High School 1989 — 1993
General Studies
Elizabeth Boutin's Edward Jones Experience June 2015 - August 2015
Job Tutor at Belmont University Athletic Department
Industry Research
Experience
Belmont University Athletic Department January 2014 - Present
Belmont Enactus August 2012 - Present
Hockey Has Heart August 2008 - Present
Edward Jones June 2015 - August 2015
Detroit Executive Service Corps May 2014 - August 2014
Tennessee Chamber of Commerce & Industry September 2013 - November 2013
GreenPath Debt Solutions May 2013 - August 2013
Skills
Excel Models, SAS, Minitab, OnBase, Uptivity, Team Leadership, Research, Data Analysis, Strategic Planning, New Business Development, Written Communication
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies; Economics, Junior
WHU – Otto Beisheim School of Management
Exchange semester, Economics
Belmont University Athletic Department January 2014 - Present
Belmont Enactus August 2012 - Present
Hockey Has Heart August 2008 - Present
Edward Jones June 2015 - August 2015
Detroit Executive Service Corps May 2014 - August 2014
Tennessee Chamber of Commerce & Industry September 2013 - November 2013
GreenPath Debt Solutions May 2013 - August 2013
Skills
Excel Models, SAS, Minitab, OnBase, Uptivity, Team Leadership, Research, Data Analysis, Strategic Planning, New Business Development, Written Communication
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies; Economics, Junior
WHU – Otto Beisheim School of Management
Exchange semester, Economics
Brad Holdhusen Brad Holdhusen's Edward Jones Experience February 2002 - July 2009
Job Financial Advisor at Lawing Financial Inc.
Industry Financial Services
Experience
Lawing Financial Inc. July 2009 - Present
Edward Jones February 2002 - July 2009
Cbsi (Consumer Benefit Services, Inc.) May 1998 - February 2002
CrossWorks Inc May 1998 - February 2002
BORN Information Services May 1998 - February 2002
Education
Bethel University
Bachelor's of Business, Marketing, Finance
Lawing Financial Inc. July 2009 - Present
Edward Jones February 2002 - July 2009
Cbsi (Consumer Benefit Services, Inc.) May 1998 - February 2002
CrossWorks Inc May 1998 - February 2002
BORN Information Services May 1998 - February 2002
Education
Bethel University
Bachelor's of Business, Marketing, Finance
Jason Linde Jason Linde's Edward Jones Experience September 2013 - March 2015
Job American National Bank
Industry Banking
Experience
American National Bank March 2015 - Present
Edward Jones September 2013 - March 2015
American National Bank August 2011 - March 2013
American National Bank January 2008 - August 2011
American National Bank August 2006 - January 2008
US Bank August 2005 - August 2006
Skills
Retirement Income..., Retirement Planning, Investments, Credit, Finance, Banking, Loans, Mortgage Lending, Retirement, Financial Services, Series 7, Financial Risk, Commercial Banking, Credit Analysis, Small Business Lending, Underwriting, Consumer Lending, Commercial Lending, Retail Banking, Portfolio Management, Mortgage Banking, Refinance, Relationship Management, Cash Management, Financial Analysis, Lines Of Credit, Credit Risk, Wealth Management, Banking Relationships, Construction Loans, FHA, Fixed Annuities, Insurance, Risk Management, SBA 504, Accounting, Loan Origination, Strategic Financial..., Financial Planning
Education
Bellevue University 2008 — 2010
Bachelor, Business Science
American National Bank March 2015 - Present
Edward Jones September 2013 - March 2015
American National Bank August 2011 - March 2013
American National Bank January 2008 - August 2011
American National Bank August 2006 - January 2008
US Bank August 2005 - August 2006
Skills
Retirement Income..., Retirement Planning, Investments, Credit, Finance, Banking, Loans, Mortgage Lending, Retirement, Financial Services, Series 7, Financial Risk, Commercial Banking, Credit Analysis, Small Business Lending, Underwriting, Consumer Lending, Commercial Lending, Retail Banking, Portfolio Management, Mortgage Banking, Refinance, Relationship Management, Cash Management, Financial Analysis, Lines Of Credit, Credit Risk, Wealth Management, Banking Relationships, Construction Loans, FHA, Fixed Annuities, Insurance, Risk Management, SBA 504, Accounting, Loan Origination, Strategic Financial..., Financial Planning
Education
Bellevue University 2008 — 2010
Bachelor, Business Science
Tisha Schwartz Tisha Schwartz's Edward Jones Experience 2007 - 2008
Job Physician Relations at Apogee Physicians
Industry Hospital & Health Care
Experience
Apogee Physicians 2015 - Present
Consilium Staffing 2012 - 2015
Staff Care, an AMN Healthcare company June 2008 - May 2012
Edward Jones 2007 - 2008
Harte-Hanks, Inc. May 2005 - September 2006
Skills
Contract Negotiation, Market Research, New Business Development, Team Leadership, Business Strategy, Training & Development, Account Management, Developing Client..., Business Development, Recruiting, Team Building, Cold Calling, Employee Training, Sales Process, Sales, Leadership, Sourcing, Sales Management, Customer Service
Education
Baylor University 2000 — 2004
Apogee Physicians 2015 - Present
Consilium Staffing 2012 - 2015
Staff Care, an AMN Healthcare company June 2008 - May 2012
Edward Jones 2007 - 2008
Harte-Hanks, Inc. May 2005 - September 2006
Skills
Contract Negotiation, Market Research, New Business Development, Team Leadership, Business Strategy, Training & Development, Account Management, Developing Client..., Business Development, Recruiting, Team Building, Cold Calling, Employee Training, Sales Process, Sales, Leadership, Sourcing, Sales Management, Customer Service
Education
Baylor University 2000 — 2004
Andy Duckworth Andy Duckworth's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
America's Home Place December 2006 - March 2014
Southland Log Homes June 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Belhaven University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Madison Ridgeland High School 1985 — 1989
Edward Jones March 2014 - Present
America's Home Place December 2006 - March 2014
Southland Log Homes June 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Belhaven University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Madison Ridgeland High School 1985 — 1989
Nate Pike Nate Pike's Edward Jones Experience May 2004 - August 2005
Job Financial Consultant, Utter Wealth Managment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Encore Wire Corporation June 2007 - November 2014
Encore Wire Corporation June 2007 - November 2014
True North Advisors August 2005 - June 2007
Edward Jones May 2004 - August 2005
AXA Advisors May 2003 - May 2004
Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance
Wells Fargo Advisors November 2014 - Present
Encore Wire Corporation June 2007 - November 2014
Encore Wire Corporation June 2007 - November 2014
True North Advisors August 2005 - June 2007
Edward Jones May 2004 - August 2005
AXA Advisors May 2003 - May 2004
Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance
Joshua Linton's Edward Jones Experience April 2015 - Present
Job Student at Benedictine College
Industry Financial Services
Experience
Edward Jones April 2015 - Present
DH Pace Company, Inc. May 2014 - January 2015
Professional Eyecare July 2012 - April 2014
Skills
Public Speaking, Customer Service, Team Leadership, Teamwork, Customer Satisfaction, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Microsoft, Windows, Outlook, Research, Leadership, Social Networking, Management, Fundraising, Facebook, Critical Thinking, Sales, Strategic Planning
Education
Benedictine College 2012 — 2016
Student, Economics
Benedictine College
Edward Jones April 2015 - Present
DH Pace Company, Inc. May 2014 - January 2015
Professional Eyecare July 2012 - April 2014
Skills
Public Speaking, Customer Service, Team Leadership, Teamwork, Customer Satisfaction, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Microsoft, Windows, Outlook, Research, Leadership, Social Networking, Management, Fundraising, Facebook, Critical Thinking, Sales, Strategic Planning
Education
Benedictine College 2012 — 2016
Student, Economics
Benedictine College
Karl Saxton Karl Saxton's Edward Jones Experience August 2012 - March 2013
Job Expert Facilitator, Consultant, Coach, Curriculum Desinger, Behavior Change Specialist, Does it All, L&D Professional
Industry Human Resources
Experience
Desert Schools Federal Credit Union September 2014 - Present
PSCU October 2013 - August 2014
Arizona State Credit Union April 2013 - August 2013
Edward Jones August 2012 - March 2013
Wells Fargo Bank September 2005 - March 2012
Chase November 2004 - September 2005
Citibank July 2002 - October 2004
Citibank June 1999 - July 2002
Skills
Training, Coaching, Leadership, Management, Project Management, Emotional Intelligence, Training Delivery, Performance Management, Soft Skills, Onboarding, Employee Training, Employee Relations, Change Management, Curriculum Design, Curriculum Development, Team Building, Communication Skills, 360 Feedback, Constructive Feedback, Banking
Education
Vanguard University of Southern California 1996 — 1996
N/A, Anthropology/Business Management
Bethany College of the Assemblies of God 1994 — 1995
N/A, Business Management
Monte Vista Christian High 1992 — 1994
Diploma, General Studies
Desert Schools Federal Credit Union September 2014 - Present
PSCU October 2013 - August 2014
Arizona State Credit Union April 2013 - August 2013
Edward Jones August 2012 - March 2013
Wells Fargo Bank September 2005 - March 2012
Chase November 2004 - September 2005
Citibank July 2002 - October 2004
Citibank June 1999 - July 2002
Skills
Training, Coaching, Leadership, Management, Project Management, Emotional Intelligence, Training Delivery, Performance Management, Soft Skills, Onboarding, Employee Training, Employee Relations, Change Management, Curriculum Design, Curriculum Development, Team Building, Communication Skills, 360 Feedback, Constructive Feedback, Banking
Education
Vanguard University of Southern California 1996 — 1996
N/A, Anthropology/Business Management
Bethany College of the Assemblies of God 1994 — 1995
N/A, Business Management
Monte Vista Christian High 1992 — 1994
Diploma, General Studies
Timothy Moses, CFP®'s Edward Jones Experience November 2008 - Present
Job Financial Advisor, Partner With Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Edward Jones January 2014 - Present
Education
Bentley University
Bachelor of Science, Corporate Finance and Accounting
Edward Jones November 2008 - Present
Edward Jones January 2014 - Present
Education
Bentley University
Bachelor of Science, Corporate Finance and Accounting
Bill LeVon Bill LeVon's Edward Jones Experience November 2004 - May 2006
Job NAR Service and Logistics Manager
Industry Chemicals
Experience
AgroFresh April 2006 - Present
AgroFresh April 2014 - December 2014
AgroFresh Inc April 2012 - April 2014
AgroFresh May 2006 - April 2012
Edward Jones November 2004 - May 2006
PAC Marketing International February 2002 - November 2004
PAC Marketing International April 2000 - February 2002
Skills
Supply Chain Management, Demand Planning, Budget Management, Orientation Programs, Outbound Logistics, Team Leadership, Supply Chain Operations, SAP, Logistics, Manufacturing, Microsoft Office, Process Improvement, Operations Management, Supply Chain, Customer Service, Cross-functional Team..., Strategic Planning
Education
Western Washington University 1992 — 1995
B.S., Environmental Science
Bellevue Community College 1991 — 1992
Associate of Arts and Sciences (AAS), General Studies
United States Military Academy at West Point 1991 — 1992
AgroFresh April 2006 - Present
AgroFresh April 2014 - December 2014
AgroFresh Inc April 2012 - April 2014
AgroFresh May 2006 - April 2012
Edward Jones November 2004 - May 2006
PAC Marketing International February 2002 - November 2004
PAC Marketing International April 2000 - February 2002
Skills
Supply Chain Management, Demand Planning, Budget Management, Orientation Programs, Outbound Logistics, Team Leadership, Supply Chain Operations, SAP, Logistics, Manufacturing, Microsoft Office, Process Improvement, Operations Management, Supply Chain, Customer Service, Cross-functional Team..., Strategic Planning
Education
Western Washington University 1992 — 1995
B.S., Environmental Science
Bellevue Community College 1991 — 1992
Associate of Arts and Sciences (AAS), General Studies
United States Military Academy at West Point 1991 — 1992
Keith Sorensen Keith Sorensen's Edward Jones Experience 2007 - 2010
Job Facilities Manager at Omaha Steaks
Industry Food Production
Experience
Omaha Steaks December 2014 - Present
Omaha Steaks October 2010 - Present
Edward Jones 2007 - 2010
Lowe's Home Improvement 2001 - 2007
Albertsons 1981 - 2001
Skills
Food Safety, Continuous Improvement, Inventory Management, Purchasing, Food, Process Improvement, Inventory Control, Forklift Operator, Team Building, Budgets, Troubleshooting, Customer Service, Process Scheduler, Supervisory Skills, Logistics, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Industrial Safety, Customer Satisfaction, Operations Management, Forecasting, Training, Time Management
Education
Bellevue University
Papillion-LaVista High School
Omaha Steaks December 2014 - Present
Omaha Steaks October 2010 - Present
Edward Jones 2007 - 2010
Lowe's Home Improvement 2001 - 2007
Albertsons 1981 - 2001
Skills
Food Safety, Continuous Improvement, Inventory Management, Purchasing, Food, Process Improvement, Inventory Control, Forklift Operator, Team Building, Budgets, Troubleshooting, Customer Service, Process Scheduler, Supervisory Skills, Logistics, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Industrial Safety, Customer Satisfaction, Operations Management, Forecasting, Training, Time Management
Education
Bellevue University
Papillion-LaVista High School
Kyle English's Edward Jones Experience March 2010 - July 2011
Job Project Manager/Sales Consultant at Social Animal Media
Industry Online Media
Experience
Social Animal Media, LLC June 2011 - Present
USA Hockey September 2008 - Present
Confluence January 2012 - January 2013
Edward Jones March 2010 - July 2011
American Express June 2007 - July 2009
AST Capital Trust September 2003 - June 2007
KorBenefits September 2002 - July 2003
Manulife Financial November 1999 - September 2002
Skills
New Business Development, Financial Services, 401k, Mutual Funds, Financial Analysis, Account Management, Investments, Cross Functional Team..., Relationship Management, Strategic Financial..., Small Business, Finance, Business Development, Entrepreneurship, Sales, CRM, Customer Retention, Retirement Planning, Microsoft Office, Management
Education
Bishop's University 1994 — 1998
BA, Major Political Studies, Minor Business, Minor Economics
Strathcona Tweedsmuir 1985 — 1994
Social Animal Media, LLC June 2011 - Present
USA Hockey September 2008 - Present
Confluence January 2012 - January 2013
Edward Jones March 2010 - July 2011
American Express June 2007 - July 2009
AST Capital Trust September 2003 - June 2007
KorBenefits September 2002 - July 2003
Manulife Financial November 1999 - September 2002
Skills
New Business Development, Financial Services, 401k, Mutual Funds, Financial Analysis, Account Management, Investments, Cross Functional Team..., Relationship Management, Strategic Financial..., Small Business, Finance, Business Development, Entrepreneurship, Sales, CRM, Customer Retention, Retirement Planning, Microsoft Office, Management
Education
Bishop's University 1994 — 1998
BA, Major Political Studies, Minor Business, Minor Economics
Strathcona Tweedsmuir 1985 — 1994
Jason McEwen Jason McEwen's Edward Jones Experience February 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
Education
Baylor University 2002 — 2007
Edward Jones February 2012 - Present
Education
Baylor University 2002 — 2007
Joshua Kurban's Edward Jones Experience June 2013 - November 2014
Job Manager, Customer Service Operations & Strategy at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable June 2015 - Present
Chandler Advisors, LLC November 2014 - March 2015
Edward Jones June 2013 - November 2014
US Navy August 2002 - 2012
Skills
Remote Collection..., Direct Support Element..., Collection Management..., Leadership, Finance, Investments, Risk Management, Military, Analysis, Process Improvement, Program Management, Team Leadership, Training, Strategic Planning, Team Building, Government, Management, Financial Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2014 — 2015
MBA, Investments and entrepreneurship
University of South Carolina-Columbia 2013 — 2015
Master of Business Administration (MBA), International Business
University of Phoenix 2010 — 2012
BS, Finance
Defense Language Institute 2002 — 2005
Associate of Arts, Persian-Farsi
Comcast Cable June 2015 - Present
Chandler Advisors, LLC November 2014 - March 2015
Edward Jones June 2013 - November 2014
US Navy August 2002 - 2012
Skills
Remote Collection..., Direct Support Element..., Collection Management..., Leadership, Finance, Investments, Risk Management, Military, Analysis, Process Improvement, Program Management, Team Leadership, Training, Strategic Planning, Team Building, Government, Management, Financial Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2014 — 2015
MBA, Investments and entrepreneurship
University of South Carolina-Columbia 2013 — 2015
Master of Business Administration (MBA), International Business
University of Phoenix 2010 — 2012
BS, Finance
Defense Language Institute 2002 — 2005
Associate of Arts, Persian-Farsi
Colin Kilpatrick Colin Kilpatrick's Edward Jones Experience 2009 - 2010
Job Financial Advisor at Silversage Advisors
Industry Investment Management
Experience
Silversage Advisors July 2015 - Present
Kilpatrick Financial Group 2010 - July 2015
Edward Jones 2009 - 2010
La Mirada High School 2003 - 2007
Skills
Finance, Securities, Retirement, Financial Services, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Small Business, Strategic Financial...
Education
Biola University 2003 — 2007
Bachelor of Arts (BA), English Literature
Silversage Advisors July 2015 - Present
Kilpatrick Financial Group 2010 - July 2015
Edward Jones 2009 - 2010
La Mirada High School 2003 - 2007
Skills
Finance, Securities, Retirement, Financial Services, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Small Business, Strategic Financial...
Education
Biola University 2003 — 2007
Bachelor of Arts (BA), English Literature
J.D. Hartwig's Edward Jones Experience June 2013 - August 2013
Job Owner, On The End CrossFit
Industry Health, Wellness and Fitness
Experience
On The End CrossFit 2014 - Present
Contact Living August 2014 - April 2015
LogoGarden 2013 - May 2014
Edward Jones June 2013 - August 2013
Skills
Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Fitness, Social Networking, Management, Entrepreneurship
Education
Belmont University 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies and Management Double Major
On The End CrossFit 2014 - Present
Contact Living August 2014 - April 2015
LogoGarden 2013 - May 2014
Edward Jones June 2013 - August 2013
Skills
Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Fitness, Social Networking, Management, Entrepreneurship
Education
Belmont University 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies and Management Double Major
Griffin Walton, MBA's Edward Jones Experience May 2008 - November 2008
Job Business Analyst at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2013 - Present
Comprehensive Finance March 2011 - November 2013
J.P. Morgan November 2008 - February 2011
Edward Jones May 2008 - November 2008
Skills
Financial Analysis, Account Management, Finance, Financial Modeling, Valuation, Investments, Asset Management, Leadership
Education
Texas Christian University 2013 — 2014
Master of Business Administration (MBA), Finance
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Financial Services & Planning, Real Estate
First Command Financial Services November 2013 - Present
Comprehensive Finance March 2011 - November 2013
J.P. Morgan November 2008 - February 2011
Edward Jones May 2008 - November 2008
Skills
Financial Analysis, Account Management, Finance, Financial Modeling, Valuation, Investments, Asset Management, Leadership
Education
Texas Christian University 2013 — 2014
Master of Business Administration (MBA), Finance
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Financial Services & Planning, Real Estate
Ron Baldwin's Edward Jones Experience October 2012 - February 2013
Job MBA Candidate Rady School of Management, UCSD
Industry Program Development
Experience
MBA Candidate September 2015 - Present
Thrive Healthcare January 2015 - July 2015
Hedge Fine Blooms September 2014 - July 2015
Advanced Technical Intelligence Center (ATIC) September 2014 - November 2014
Wells Fargo Advisors June 2013 - May 2014
Edward Jones October 2012 - February 2013
United States Navy March 2008 - November 2012
Skills
Military, Navy, Military Experience, Security Clearance, Military Operations, DoD, Operational Planning, Government, Microsoft Office, Surface Warfare, National Security, Force Protection, Training, Program Management, Personnel Supervision, Logistics Management, Active DoD Secret..., Strategic Planning, Strategic Leadership, Public Speaking, Team Building, Military Logistics, Weapons, Organizational..., Leadership, Intelligence Analysis, Management, Intelligence, Project Management, Analysis, Defense, Security, Budgets, PowerPoint, Microsoft Excel, Nonprofits, Customer Service
Education
University of California, San Diego 2015 — 2017
Master of Business Administration (MBA)
Belmont University 2002 — 2006
Bachelor of Science (B.S.), Mass Communication/Media Studies
MBA Candidate September 2015 - Present
Thrive Healthcare January 2015 - July 2015
Hedge Fine Blooms September 2014 - July 2015
Advanced Technical Intelligence Center (ATIC) September 2014 - November 2014
Wells Fargo Advisors June 2013 - May 2014
Edward Jones October 2012 - February 2013
United States Navy March 2008 - November 2012
Skills
Military, Navy, Military Experience, Security Clearance, Military Operations, DoD, Operational Planning, Government, Microsoft Office, Surface Warfare, National Security, Force Protection, Training, Program Management, Personnel Supervision, Logistics Management, Active DoD Secret..., Strategic Planning, Strategic Leadership, Public Speaking, Team Building, Military Logistics, Weapons, Organizational..., Leadership, Intelligence Analysis, Management, Intelligence, Project Management, Analysis, Defense, Security, Budgets, PowerPoint, Microsoft Excel, Nonprofits, Customer Service
Education
University of California, San Diego 2015 — 2017
Master of Business Administration (MBA)
Belmont University 2002 — 2006
Bachelor of Science (B.S.), Mass Communication/Media Studies
Darryl Casey Darryl Casey's Edward Jones Experience 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Innovative Financial Solutions October 2010 - April 2012
Education
Belmont University 1994 — 1997
BS, Exercise Science
Edward Jones 2012 - Present
Innovative Financial Solutions October 2010 - April 2012
Education
Belmont University 1994 — 1997
BS, Exercise Science
Holly Calvillo Holly Calvillo's Edward Jones Experience January 2004 - August 2006
Job Business Manager at Berean Baptist Church
Industry Religious Institutions
Experience
Berean Baptist Church 2011 - Present
Berean Baptist Church March 2008 - December 2011
Edward Jones January 2004 - August 2006
Park Avenue Foundation January 2002 - November 2003
Central Community Church January 2000 - December 2001
Skills
Management, Organizational..., Finance, Budgets, Community Outreach, Leadership, Leadership Development, Strategic Planning, Nonprofits, Staff Development, Administration, Customer Service, Team Building
Education
Lewis University 2010 — 2011
Master of Arts (MA), Organizational Leadership
Bethel University 1997 — 2001
Bachelor of Arts (BA), Elementary Education
Berean Baptist Church 2011 - Present
Berean Baptist Church March 2008 - December 2011
Edward Jones January 2004 - August 2006
Park Avenue Foundation January 2002 - November 2003
Central Community Church January 2000 - December 2001
Skills
Management, Organizational..., Finance, Budgets, Community Outreach, Leadership, Leadership Development, Strategic Planning, Nonprofits, Staff Development, Administration, Customer Service, Team Building
Education
Lewis University 2010 — 2011
Master of Arts (MA), Organizational Leadership
Bethel University 1997 — 2001
Bachelor of Arts (BA), Elementary Education
Joe Eckelkamp's Edward Jones Experience August 2012 - Present
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
PrimeVest Financial Services May 2008 - August 2012
Skills
Series 7, Series 9/10, Series 24, Series 63, Series 65, Compliance, Securities Regulation
Education
Benedictine College 2002 — 2006
BA, Finance
Edward Jones August 2012 - Present
PrimeVest Financial Services May 2008 - August 2012
Skills
Series 7, Series 9/10, Series 24, Series 63, Series 65, Compliance, Securities Regulation
Education
Benedictine College 2002 — 2006
BA, Finance
Terry Eskind Terry Eskind's Edward Jones Experience February 1989 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1989 - Present
Skills
Fixed Annuities, Series 6, Bonds, Investment Management, 401k, Series 24, Fixed Income, Uniform Combined State..., Life Insurance, Financial Analysis, 401k Rollovers, Insurance, IRAs, Sales, FINRA, Hedge Funds, Leadership, Variable Annuities, Wealth, Wealth Management..., Series 65, Separately Managed..., Financial Planners, Wealth Accumulation, Financial Services, Strategic Financial..., Financial Planning, Customer Service, Public Speaking
Education
Baylor University - Hankamer School of Business 1981 — 1984
BBA, Marketing & Management
Edward Jones February 1989 - Present
Skills
Fixed Annuities, Series 6, Bonds, Investment Management, 401k, Series 24, Fixed Income, Uniform Combined State..., Life Insurance, Financial Analysis, 401k Rollovers, Insurance, IRAs, Sales, FINRA, Hedge Funds, Leadership, Variable Annuities, Wealth, Wealth Management..., Series 65, Separately Managed..., Financial Planners, Wealth Accumulation, Financial Services, Strategic Financial..., Financial Planning, Customer Service, Public Speaking
Education
Baylor University - Hankamer School of Business 1981 — 1984
BBA, Marketing & Management
Naren Pandian's Edward Jones Experience April 2011 - July 2011
Job Chief Architect Consultant at USDA
Industry Information Technology and Services
Experience
USDA January 2015 - Present
USDA October 2013 - Present
Caterpillar Inc. April 2013 - August 2013
Centene Corporation June 2011 - May 2013
Edward Jones April 2011 - July 2011
United States Postal Service November 2010 - April 2011
NYISO December 2008 - October 2009
Click4Care September 2008 - November 2008
Maritz June 2008 - August 2008
AT&T May 2007 - May 2008
Skills
SDLC, Modeling, UML, BPMN, RUP Methodologies, Agile, Scrum, Web Services, REST, SOAP, ILOG, Drools, SOA, Java, Spring, Struts, Hibernate, Amisys, Websphere, JBoss Application Server, Oracle, Sun Certified Java..., WebSphere, Agile Methodologies, Spring Framework
Education
Bharathidasan University 1997 — 2001
Bachelor of Engineering (B.E.)
USDA January 2015 - Present
USDA October 2013 - Present
Caterpillar Inc. April 2013 - August 2013
Centene Corporation June 2011 - May 2013
Edward Jones April 2011 - July 2011
United States Postal Service November 2010 - April 2011
NYISO December 2008 - October 2009
Click4Care September 2008 - November 2008
Maritz June 2008 - August 2008
AT&T May 2007 - May 2008
Skills
SDLC, Modeling, UML, BPMN, RUP Methodologies, Agile, Scrum, Web Services, REST, SOAP, ILOG, Drools, SOA, Java, Spring, Struts, Hibernate, Amisys, Websphere, JBoss Application Server, Oracle, Sun Certified Java..., WebSphere, Agile Methodologies, Spring Framework
Education
Bharathidasan University 1997 — 2001
Bachelor of Engineering (B.E.)
Samuel Robinson Samuel Robinson's Edward Jones Experience April 2012 - August 2012
Job 401K Brokerage Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt May 2014 - Present
Schaffer Associates March 2013 - March 2014
Edward Jones April 2012 - August 2012
Orphan Care Alliance October 2011 - December 2011
Skills
Investments, Series 7, Series 66, Finance, Financial Advisory, Financial Analysis, Training, Microsoft Excel, PowerPoint, Microsoft Word, Retirement Planning, Investment Strategies, Uniform Combined State..., Asset Allocation, Securities, Personal Finance, CS Pro, NetX360, Options, Customer Service, Leadership
Education
Bellarmine University 2008 — 2011
Bachelors, Business Administration
St. Louis Community College 2008 — 2009
Associates, Business
Westminster Christian Academy
Aon Hewitt May 2014 - Present
Schaffer Associates March 2013 - March 2014
Edward Jones April 2012 - August 2012
Orphan Care Alliance October 2011 - December 2011
Skills
Investments, Series 7, Series 66, Finance, Financial Advisory, Financial Analysis, Training, Microsoft Excel, PowerPoint, Microsoft Word, Retirement Planning, Investment Strategies, Uniform Combined State..., Asset Allocation, Securities, Personal Finance, CS Pro, NetX360, Options, Customer Service, Leadership
Education
Bellarmine University 2008 — 2011
Bachelors, Business Administration
St. Louis Community College 2008 — 2009
Associates, Business
Westminster Christian Academy
Jan Arnold-Staggs Jan Arnold-Staggs's Edward Jones Experience 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones 2006 - Present
Edward Jones Investments Tempe October 2006 - April 2014
Londen Insurance Group Phoenix May 2005 - October 2006
Dolphin Pools Inc February 2004 - April 2005
Skills
Insurance Specialist, Customer Service, Microsoft Word, Microsoft Suites, Outlook, Business Analysis, Typing, Administrative..., Sales Operations, Call Center, Insurance, Life Insurance, Life & Health Insurance..., Fixed Annuities, Variable Annuities
Education
Bellevue University 2011 — 2012
BS, Business Analysis
Rio Salado CC 2010 — 2011
AGS Degree
Edward Jones 2006 - Present
Edward Jones Investments Tempe October 2006 - April 2014
Londen Insurance Group Phoenix May 2005 - October 2006
Dolphin Pools Inc February 2004 - April 2005
Skills
Insurance Specialist, Customer Service, Microsoft Word, Microsoft Suites, Outlook, Business Analysis, Typing, Administrative..., Sales Operations, Call Center, Insurance, Life Insurance, Life & Health Insurance..., Fixed Annuities, Variable Annuities
Education
Bellevue University 2011 — 2012
BS, Business Analysis
Rio Salado CC 2010 — 2011
AGS Degree
Brian Nolan Brian Nolan's Edward Jones Experience May 2005 - May 2006
Job President at Nolan Capital Advisors LLC
Industry Financial Services
Experience
Nolan Capital Advisors LLC September 2011 - Present
Quest Capital Strategies Inc December 2009 - September 2011
Elements Consulting Inc November 2009 - September 2011
Colonial Brokerage February 2009 - November 2009
Washington Mutual June 2008 - February 2009
Sentinel Investments May 2006 - March 2008
Edward Jones May 2005 - May 2006
Federated Investors January 2000 - May 2005
Federated Investors March 1999 - December 1999
Federated Investors December 1998 - March 1999
Skills
Wealth Management, 401k, Financial Advisory, Asset, Wealth, Series 7, Mutual Funds, Asset Allocation, Series 65, Fractional Share..., Life & Health Insurance..., Portfolio Management, Retirement Planning, Estate Planning, Series 63, Investments, Fixed Annuities, Retirement, Investment Advisory, Insurance, Finance, FINRA, IRAs, Series 6, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Investment Management, 401k Rollovers, Personal Financial..., Securities, Bonds, ETFs, Equities, Financial Planning, Asset Management
Education
Slippery Rock University of Pennsylvania 1995 — 1997
BS, Sport Management
Bethany College 1992 — 1997
Franklin Regional 1988 — 1992
Nolan Capital Advisors LLC September 2011 - Present
Quest Capital Strategies Inc December 2009 - September 2011
Elements Consulting Inc November 2009 - September 2011
Colonial Brokerage February 2009 - November 2009
Washington Mutual June 2008 - February 2009
Sentinel Investments May 2006 - March 2008
Edward Jones May 2005 - May 2006
Federated Investors January 2000 - May 2005
Federated Investors March 1999 - December 1999
Federated Investors December 1998 - March 1999
Skills
Wealth Management, 401k, Financial Advisory, Asset, Wealth, Series 7, Mutual Funds, Asset Allocation, Series 65, Fractional Share..., Life & Health Insurance..., Portfolio Management, Retirement Planning, Estate Planning, Series 63, Investments, Fixed Annuities, Retirement, Investment Advisory, Insurance, Finance, FINRA, IRAs, Series 6, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Investment Management, 401k Rollovers, Personal Financial..., Securities, Bonds, ETFs, Equities, Financial Planning, Asset Management
Education
Slippery Rock University of Pennsylvania 1995 — 1997
BS, Sport Management
Bethany College 1992 — 1997
Franklin Regional 1988 — 1992
Linden Graber Linden Graber's Edward Jones Experience December 2012 - August 2013
Job Financial Analyst at AgCoA
Industry Venture Capital & Private Equity
Experience
AgCoA September 2013 - Present
Edward Jones December 2012 - August 2013
Edward Jones June 2012 - August 2012
G51 Capital Management, LLC August 2011 - December 2011
Skills
Financial Modeling, Portfolio Management, Leadership, Market Research, Venture Capital, Equity Research, Mutual Funds, Financial Analysis, Investments, Corporate Finance
Education
Baylor University - Hankamer School of Business 2011 — 2012
MBA, Finance
Southern Illinois University, Edwardsville 2007 — 2011
BS, Business Economics and Finance
AgCoA September 2013 - Present
Edward Jones December 2012 - August 2013
Edward Jones June 2012 - August 2012
G51 Capital Management, LLC August 2011 - December 2011
Skills
Financial Modeling, Portfolio Management, Leadership, Market Research, Venture Capital, Equity Research, Mutual Funds, Financial Analysis, Investments, Corporate Finance
Education
Baylor University - Hankamer School of Business 2011 — 2012
MBA, Finance
Southern Illinois University, Edwardsville 2007 — 2011
BS, Business Economics and Finance
Marshall-Ben Tisdale, AAMS's Edward Jones Experience September 2003 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2003 - Present
ZANTAZ 1999 - 2003
Steelpoint Technologies June 1999 - November 2002
Skills
Business Development, Strategic Financial..., Sales, Leadership, Portfolio Management, Process Improvement, Salesforce.com, Small Business, Business Analysis, Investments
Education
Bentley University 1995 — 1999
B.S.
Edward Jones September 2003 - Present
ZANTAZ 1999 - 2003
Steelpoint Technologies June 1999 - November 2002
Skills
Business Development, Strategic Financial..., Sales, Leadership, Portfolio Management, Process Improvement, Salesforce.com, Small Business, Business Analysis, Investments
Education
Bentley University 1995 — 1999
B.S.
Albert Bozzo Albert Bozzo's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Internet
Experience
Edward Jones April 2013 - Present
CNBC.com October 2006 - December 2012
Forbes.com 2004 - 2006
TheStreet.com 2003 - 2005
BR Global Communications 2001 - 2003
IHT-TV 2000 - 2000
CNN 1987 - 2000
Skills
Journalism, Content Strategy, Storytelling, News Writing, Breaking News, Editing, New Media, Editorial, Digital Media, Content Development, Web Content, Copy Editing, Content Management, Blogging, Project Management, Management, Public Relations, Feature Articles, Copywriting
Education
Columbia University in the City of New York
Master of Science (M.S.), Journalism
Beloit College
Bachelor of Arts (B.A), English Language and Literature, General
National Press Foundation
Retirement Issues Fellowship
Edward Jones April 2013 - Present
CNBC.com October 2006 - December 2012
Forbes.com 2004 - 2006
TheStreet.com 2003 - 2005
BR Global Communications 2001 - 2003
IHT-TV 2000 - 2000
CNN 1987 - 2000
Skills
Journalism, Content Strategy, Storytelling, News Writing, Breaking News, Editing, New Media, Editorial, Digital Media, Content Development, Web Content, Copy Editing, Content Management, Blogging, Project Management, Management, Public Relations, Feature Articles, Copywriting
Education
Columbia University in the City of New York
Master of Science (M.S.), Journalism
Beloit College
Bachelor of Arts (B.A), English Language and Literature, General
National Press Foundation
Retirement Issues Fellowship
Dawn Bronson Dawn Bronson's Edward Jones Experience July 2011 - 2014
Job Financial Planner at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services 2014 - Present
Edward Jones July 2011 - 2014
Avion Energy October 2010 - July 2011
Ambit Energy September 2010 - January 2011
Wilmington Public Schools June 2007 - June 2009
Mystic Valley Regional Charter School September 2006 - June 2007
Medford Vocational Technical High School September 2004 - September 2006
Knight Children's Center June 2004 - August 2004
Woburn Public Schools September 2002 - June 2004
Sandstorm Enterprises July 2000 - June 2001
Skills
Public Speaking, Long Term Relationship..., Personal Financial..., Retirement Planning, Account Management, Presentations, Investments, Insurance, Asset Allocation, Securities, Series 7, Series 66, Retirement, 401k, Small Business, Fixed Annuities, Mutual Funds, Asset Management, Strategic Financial..., IRAs, Estate Planning, Portfolio Management, Life Insurance
Education
Binghamton University 1996 — 1997
MASS, Education & Human Development
State University of New York College at Geneseo 1986 — 1990
BS in Education, Special Education, Math & Psychology
Trilogy Financial Services 2014 - Present
Edward Jones July 2011 - 2014
Avion Energy October 2010 - July 2011
Ambit Energy September 2010 - January 2011
Wilmington Public Schools June 2007 - June 2009
Mystic Valley Regional Charter School September 2006 - June 2007
Medford Vocational Technical High School September 2004 - September 2006
Knight Children's Center June 2004 - August 2004
Woburn Public Schools September 2002 - June 2004
Sandstorm Enterprises July 2000 - June 2001
Skills
Public Speaking, Long Term Relationship..., Personal Financial..., Retirement Planning, Account Management, Presentations, Investments, Insurance, Asset Allocation, Securities, Series 7, Series 66, Retirement, 401k, Small Business, Fixed Annuities, Mutual Funds, Asset Management, Strategic Financial..., IRAs, Estate Planning, Portfolio Management, Life Insurance
Education
Binghamton University 1996 — 1997
MASS, Education & Human Development
State University of New York College at Geneseo 1986 — 1990
BS in Education, Special Education, Math & Psychology
Sherri McCaig Boyer, SPHR Sherri McCaig Boyer, SPHR's Edward Jones Experience May 2004 - November 2004
Job Experienced Human Resources / Compensation Manager
Industry Human Resources
Experience
United Petroleum Transports May 2012 - September 2012
Remington Arms Company 2009 - November 2010
Ingram Industries Inc. January 2005 - June 2008
Edward Jones May 2004 - November 2004
Flash Technology May 1997 - September 2003
Skills
SPHR, Strategic Financial..., Employee Relations, HRIS, Succession Planning, Deferred Compensation, Benefits Administration, Performance Management, Employee Benefits, Talent Management, Onboarding, Human Resources, Recruiting, Talent Acquisition, Employee Engagement, Applicant Tracking..., PeopleSoft, Organizational..., HR Policies, Management, Leadership Development, Policy, Training, Personnel Management, Executive Pay, Process Improvement, Workforce Planning, Compensation Structures, Temporary Placement, New Hire Orientations, Incentive Programs, FMLA, Job Descriptions
Education
Belmont University
Bachelor's, Business Administration
Paducah Tilghman
University of Kentucky / UKCCS
Associate's, Business
United Petroleum Transports May 2012 - September 2012
Remington Arms Company 2009 - November 2010
Ingram Industries Inc. January 2005 - June 2008
Edward Jones May 2004 - November 2004
Flash Technology May 1997 - September 2003
Skills
SPHR, Strategic Financial..., Employee Relations, HRIS, Succession Planning, Deferred Compensation, Benefits Administration, Performance Management, Employee Benefits, Talent Management, Onboarding, Human Resources, Recruiting, Talent Acquisition, Employee Engagement, Applicant Tracking..., PeopleSoft, Organizational..., HR Policies, Management, Leadership Development, Policy, Training, Personnel Management, Executive Pay, Process Improvement, Workforce Planning, Compensation Structures, Temporary Placement, New Hire Orientations, Incentive Programs, FMLA, Job Descriptions
Education
Belmont University
Bachelor's, Business Administration
Paducah Tilghman
University of Kentucky / UKCCS
Associate's, Business
Travis Kessock, AAMS®'s Edward Jones Experience March 2003 - Present
Job Financial Advisor, Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
Putnam Investments October 2001 - March 2003
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Retirement Planning, 401k, Pensions, Equity Research, Asset Managment, Portfolio Management, Retirement, Financial Analysis, Investment Strategies, Series 63, Securities, Strategic Financial..., Uniform Combined State..., Investment Advisory, Asset Management, Financial Planning
Education
College for Financial Planning 2006 — 2007
AAMS®
Bentley University 1997 — 2001
Undergradaute Degree B.S.
Cushing Academy 1993 — 1997
Edward Jones March 2003 - Present
Putnam Investments October 2001 - March 2003
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Retirement Planning, 401k, Pensions, Equity Research, Asset Managment, Portfolio Management, Retirement, Financial Analysis, Investment Strategies, Series 63, Securities, Strategic Financial..., Uniform Combined State..., Investment Advisory, Asset Management, Financial Planning
Education
College for Financial Planning 2006 — 2007
AAMS®
Bentley University 1997 — 2001
Undergradaute Degree B.S.
Cushing Academy 1993 — 1997
Adam Lile's Edward Jones Experience January 2007 - October 2008
Job Client Partner at FranklinCovey
Industry Management Consulting
Experience
FranklinCovey April 2015 - Present
Next Phase Enterprises January 2012 - December 2014
Gobo Enterprises 2004 - January 2012
Behringer Harvard October 2008 - October 2009
Edward Jones January 2007 - October 2008
Skills
Sales, Marketing Strategy, Business Planning, Retail, Marketing, Sales Management, Project Management, Time Management, Account Management, Finance, Strategic Planning, Forecasting, Program Management, Contract Negotiation, Leadership, Customer Service
Education
University of Washington 2002 — 2004
Bachelor's degree
Bellevue College 2001 — 2002
Associate's degree
FranklinCovey April 2015 - Present
Next Phase Enterprises January 2012 - December 2014
Gobo Enterprises 2004 - January 2012
Behringer Harvard October 2008 - October 2009
Edward Jones January 2007 - October 2008
Skills
Sales, Marketing Strategy, Business Planning, Retail, Marketing, Sales Management, Project Management, Time Management, Account Management, Finance, Strategic Planning, Forecasting, Program Management, Contract Negotiation, Leadership, Customer Service
Education
University of Washington 2002 — 2004
Bachelor's degree
Bellevue College 2001 — 2002
Associate's degree
William Hersey's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
ettain group September 2012 - September 2014
Baylor Athletics Marketing May 2011 - April 2012
Houston Golf Association January 2012 - March 2012
IMG College May 2011 - August 2011
Sigma Alpha Epsilon Fraternity April 2010 - April 2011
Skills
Portfolio Management, Financial Planning, Retirement Solutions, College Education..., Professional Services, Networking, Account Management, Consulting, Business Development, Public Relations, Public Speaking, Management, Executive Search, New Business Development, Sponsorship, Interviews
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Edward Jones September 2014 - Present
ettain group September 2012 - September 2014
Baylor Athletics Marketing May 2011 - April 2012
Houston Golf Association January 2012 - March 2012
IMG College May 2011 - August 2011
Sigma Alpha Epsilon Fraternity April 2010 - April 2011
Skills
Portfolio Management, Financial Planning, Retirement Solutions, College Education..., Professional Services, Networking, Account Management, Consulting, Business Development, Public Relations, Public Speaking, Management, Executive Search, New Business Development, Sponsorship, Interviews
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Traci Wallace's Edward Jones Experience July 2000 - Present
Job Compliance Officer II at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2000 - Present
Ernst & Young March 1997 - August 1999
Education
Bellevue University 2005 — 2008
MBA
University of Missouri-Saint Louis 1993 — 1998
Edward Jones July 2000 - Present
Ernst & Young March 1997 - August 1999
Education
Bellevue University 2005 — 2008
MBA
University of Missouri-Saint Louis 1993 — 1998
Rob Caverly's Edward Jones Experience July 2013 - October 2013
Job Associate Financial Planner at Bond & Devick Financial Network
Industry Financial Services
Experience
Bond & Devick Financial Network February 2014 - Present
Edward Jones July 2013 - October 2013
Best Buy March 2012 - March 2013
Best Buy March 2011 - March 2012
Best Buy April 2005 - March 2011
Best Buy August 2003 - April 2005
Best Buy August 2001 - August 2003
Cosmopolitan Bank and Trust July 2001 - August 2003
Syntegra (BT - British Telecom) 1999 - 2001
Skills
Cross-functional Team..., Strategy, Retail, Leadership, Management, Training, Program Management, Team Building, Performance Management, Strategic Planning, Merchandising, Financial Analysis, Multi-channel Retail, Sales, Store Management, Customer Experience, Business Development, Change Management, Marketing Strategy, Customer Satisfaction, Team Leadership, Operations Management, Time Management, Profit, Budgets, Marketing, Analysis, Business Strategy, Forecasting, P&L Management, Sales Operations, Project Management, Analytics, Loss Prevention, Pricing, Visual Merchandising, Inventory Control, People Development, Inventory Management, Customer Retention, Business Process, P&L, Customer Service, Income Statement, Competitive Analysis, Sales Management, CPFR, Hiring, Retail Sales, Consumer Electronics
Education
College for Financial Planning 2013 — 2014
Financial Planning and Services
Bethel University 1997 — 2001
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Woodbury High School 1993 — 1997
Bond & Devick Financial Network February 2014 - Present
Edward Jones July 2013 - October 2013
Best Buy March 2012 - March 2013
Best Buy March 2011 - March 2012
Best Buy April 2005 - March 2011
Best Buy August 2003 - April 2005
Best Buy August 2001 - August 2003
Cosmopolitan Bank and Trust July 2001 - August 2003
Syntegra (BT - British Telecom) 1999 - 2001
Skills
Cross-functional Team..., Strategy, Retail, Leadership, Management, Training, Program Management, Team Building, Performance Management, Strategic Planning, Merchandising, Financial Analysis, Multi-channel Retail, Sales, Store Management, Customer Experience, Business Development, Change Management, Marketing Strategy, Customer Satisfaction, Team Leadership, Operations Management, Time Management, Profit, Budgets, Marketing, Analysis, Business Strategy, Forecasting, P&L Management, Sales Operations, Project Management, Analytics, Loss Prevention, Pricing, Visual Merchandising, Inventory Control, People Development, Inventory Management, Customer Retention, Business Process, P&L, Customer Service, Income Statement, Competitive Analysis, Sales Management, CPFR, Hiring, Retail Sales, Consumer Electronics
Education
College for Financial Planning 2013 — 2014
Financial Planning and Services
Bethel University 1997 — 2001
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Woodbury High School 1993 — 1997
Aaron Dick's Edward Jones Experience 2007 - 2008
Job at Bremer Bank
Industry Financial Services
Experience
Bremer Bank March 2012 - Present
Bremer Bank August 2009 - March 2012
ING Financial Partners 2008 - 2009
Edward Jones 2007 - 2008
Countrywide 2003 - 2007
Countrywide Home Loans 2003 - 2007
Skills
Credit, Banking, Compliance, Portfolio Management, Wealth Management, Risk Management, Loans, Series 7, Series 63, Budgeting, Analysis, Process Engineering, Strategic Planning, Business Analysis, Credit Analysis, Mortgage Lending, Leadership, Strategic Financial..., Underwriting, Mortgage Banking, Process Improvement, Vendor Management, Change Management, Relationship Management, Team Building, Credit Risk, Financial Risk, Securities, Financial Services, Fixed Income, Investments, Microsoft Excel, Commercial Lending, Financial Analysis, Consumer Lending, Finance
Education
Bethel University 2005 — 2007
Bachelor of Arts (BA), Organizatonal Leadership
Simpson College 1994 — 1998
Bremer Bank March 2012 - Present
Bremer Bank August 2009 - March 2012
ING Financial Partners 2008 - 2009
Edward Jones 2007 - 2008
Countrywide 2003 - 2007
Countrywide Home Loans 2003 - 2007
Skills
Credit, Banking, Compliance, Portfolio Management, Wealth Management, Risk Management, Loans, Series 7, Series 63, Budgeting, Analysis, Process Engineering, Strategic Planning, Business Analysis, Credit Analysis, Mortgage Lending, Leadership, Strategic Financial..., Underwriting, Mortgage Banking, Process Improvement, Vendor Management, Change Management, Relationship Management, Team Building, Credit Risk, Financial Risk, Securities, Financial Services, Fixed Income, Investments, Microsoft Excel, Commercial Lending, Financial Analysis, Consumer Lending, Finance
Education
Bethel University 2005 — 2007
Bachelor of Arts (BA), Organizatonal Leadership
Simpson College 1994 — 1998
Douglas Pemberton's Edward Jones Experience 2004 - 2006
Job Programmer Analyst / Consultant at InfoPower International Inc.
Industry Computer Software
Experience
Info-Power International Inc. 2006 - Present
Edward Jones 2004 - 2006
Wal-Mart Stores Inc. 2002 - 2004
Skills
Business Analysis, SQL, SDLC, Requirements Gathering, Requirements Analysis
Education
Baylor University - Hankamer School of Business 1997 — 2001
bba, mis
Info-Power International Inc. 2006 - Present
Edward Jones 2004 - 2006
Wal-Mart Stores Inc. 2002 - 2004
Skills
Business Analysis, SQL, SDLC, Requirements Gathering, Requirements Analysis
Education
Baylor University - Hankamer School of Business 1997 — 2001
bba, mis
DC Thompson's Edward Jones Experience May 2008 - February 2009
Job Technical Field Sales MoldMasters Ltd
Industry Plastics
Experience
Mold-Masters Limited June 2015 - Present
EGC Critical Components September 2013 - June 2015
Fenner Advanced Sealing Technology June 2012 - September 2013
Husky Injection Molding Systems October 2009 - February 2012
Bank of America February 2009 - November 2009
Edward Jones May 2008 - February 2009
ColorMatrix Corporation September 2007 - May 2008
Rubbermaid Home Products August 2006 - August 2007
Husky Injection Molding Systems October 1998 - August 2006
Husky Injection Molding Systems August 2002 - January 2004
Skills
Plastics, Injection Molding, Packaging, Manufacturing, Lean Manufacturing, Process Engineering, Product Development, ISO, Kaizen, 5S, Process Improvement, Engineering, Automotive, SPC, Troubleshooting, R&D, CAD
Education
Bishop's University 1994 — 1997
Business Administration and Management, General
Mold-Masters Limited June 2015 - Present
EGC Critical Components September 2013 - June 2015
Fenner Advanced Sealing Technology June 2012 - September 2013
Husky Injection Molding Systems October 2009 - February 2012
Bank of America February 2009 - November 2009
Edward Jones May 2008 - February 2009
ColorMatrix Corporation September 2007 - May 2008
Rubbermaid Home Products August 2006 - August 2007
Husky Injection Molding Systems October 1998 - August 2006
Husky Injection Molding Systems August 2002 - January 2004
Skills
Plastics, Injection Molding, Packaging, Manufacturing, Lean Manufacturing, Process Engineering, Product Development, ISO, Kaizen, 5S, Process Improvement, Engineering, Automotive, SPC, Troubleshooting, R&D, CAD
Education
Bishop's University 1994 — 1997
Business Administration and Management, General
Dan O'Rourke, CPA's Edward Jones Experience 2013 - 2014
Job Franchise Consultant, Advice and Tax Services, Ethos Financial Partners
Industry Financial Services
Experience
Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services Inc. 2014 - Present
Edward Jones 2013 - 2014
North Shore Asset Management and Tax Advisory 2013 - 2013
Rock-Tenn Company 2007 - 2012
Smurfit-Stone Container Corporation 2003 - 2007
Smurfit-Stone Container Corporation 2002 - 2003
Smurfit-Stone Container Corporation 1996 - 2002
Stone Container Corporation 1994 - 1996
Stone Container Corporation 1992 - 1994
Skills
Investment Advisory, Investment Management, Retirement Planning, Life Insurance, Disability Insurance, Personal Financial..., College Savings Plans, Personal Tax Planning, Business Tax Planning, Health Insurance, Long-term Care, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Trading, Equity Research, Estate Planning, Mutual Funds, ETFs, Risk Management
Education
DePaul University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
Washington University in St. Louis 2005 — 2006
Corporate Advanced Leadership Development Program, Executive Leadership
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
Benedictine University 1987 — 1991
B.A, Accounting
Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services Inc. 2014 - Present
Edward Jones 2013 - 2014
North Shore Asset Management and Tax Advisory 2013 - 2013
Rock-Tenn Company 2007 - 2012
Smurfit-Stone Container Corporation 2003 - 2007
Smurfit-Stone Container Corporation 2002 - 2003
Smurfit-Stone Container Corporation 1996 - 2002
Stone Container Corporation 1994 - 1996
Stone Container Corporation 1992 - 1994
Skills
Investment Advisory, Investment Management, Retirement Planning, Life Insurance, Disability Insurance, Personal Financial..., College Savings Plans, Personal Tax Planning, Business Tax Planning, Health Insurance, Long-term Care, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Trading, Equity Research, Estate Planning, Mutual Funds, ETFs, Risk Management
Education
DePaul University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
Washington University in St. Louis 2005 — 2006
Corporate Advanced Leadership Development Program, Executive Leadership
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
Benedictine University 1987 — 1991
B.A, Accounting
Beth Grafton's Edward Jones Experience January 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones January 2008 - Present
Delta Air Lines 2005 - 2006
Education
Baylor University - Hankamer School of Business
Edward Jones January 2008 - Present
Delta Air Lines 2005 - 2006
Education
Baylor University - Hankamer School of Business
Kent Payne's Edward Jones Experience January 2000 - January 2002
Job First Vice President, SB Value Partners
Industry Capital Markets
Experience
SB Value Partners, L.P. September 2014 - Present
Bank of Oklahoma March 2010 - September 2014
K.O. Development LLC March 2008 - December 2009
BB&T Capital Markets September 2004 - March 2008
Morgan Keegan July 2002 - September 2004
Edward Jones January 2000 - January 2002
Champion Technologies January 1992 - January 1998
Skills
Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Trading, Business Development, Hedging, Series 7, Sales, Asset Management, Bloomberg
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA
Southwest Texas State University
BBA
SB Value Partners, L.P. September 2014 - Present
Bank of Oklahoma March 2010 - September 2014
K.O. Development LLC March 2008 - December 2009
BB&T Capital Markets September 2004 - March 2008
Morgan Keegan July 2002 - September 2004
Edward Jones January 2000 - January 2002
Champion Technologies January 1992 - January 1998
Skills
Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Trading, Business Development, Hedging, Series 7, Sales, Asset Management, Bloomberg
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA
Southwest Texas State University
BBA
Veronica Gerver's Edward Jones Experience 2003 - 2005
Job CSR at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual CSRCon-Way Frieght2005 - 2008
Edward Jones 2003 - 2005
MFB Financial 2000 - 2003
1st Source Bank 1999 - 2000
martin's Supermarket 1997 - 1999
Education
Ivy Tech Community College 2003 — 2008
various
Bethel College 2006 — 2007
Liberty Mutual CSRCon-Way Frieght2005 - 2008
Edward Jones 2003 - 2005
MFB Financial 2000 - 2003
1st Source Bank 1999 - 2000
martin's Supermarket 1997 - 1999
Education
Ivy Tech Community College 2003 — 2008
various
Bethel College 2006 — 2007
Carla Stohlmann, CFP®, MSFS, RICP, CAP's Edward Jones Experience July 1999 - June 2000
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2006 - Present
Northwestern Mutual June 2000 - November 2006
Edward Jones July 1999 - June 2000
Skills
Sales Support, Back office operations, Financial Planning, Customer Service, Series 7, 9, 10, 63, 66, Life, Health and..., Long Term Care, I serve as a resource..., Long-term Care, Strategic Financial..., Disability Insurance, Back Office, Series 7, Sales Operations, Investments, Wealth Management, Finance, Securities, Retirement Planning, Life Insurance, Investment Strategies, Certified Financial..., Wealth Accumulation, Financial Services, Fixed Annuities, Leadership, Management, Retirement, Estate Planning, Financial Planners, Insurance, Mutual Funds
Education
The American College 2009 — 2012
Masters of Science in Financial Services (MSFS), Financial Planning and Services
Bellevue University 1999 — 2001
BSBA, Finance
Doane College
Northwestern Mutual November 2006 - Present
Northwestern Mutual June 2000 - November 2006
Edward Jones July 1999 - June 2000
Skills
Sales Support, Back office operations, Financial Planning, Customer Service, Series 7, 9, 10, 63, 66, Life, Health and..., Long Term Care, I serve as a resource..., Long-term Care, Strategic Financial..., Disability Insurance, Back Office, Series 7, Sales Operations, Investments, Wealth Management, Finance, Securities, Retirement Planning, Life Insurance, Investment Strategies, Certified Financial..., Wealth Accumulation, Financial Services, Fixed Annuities, Leadership, Management, Retirement, Estate Planning, Financial Planners, Insurance, Mutual Funds
Education
The American College 2009 — 2012
Masters of Science in Financial Services (MSFS), Financial Planning and Services
Bellevue University 1999 — 2001
BSBA, Finance
Doane College
Serge Pierre-Louis II's Edward Jones Experience October 2010 - August 2012
Job Internal Wholesaler Mutual Funds at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2012 - Present
Edward Jones October 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) September 2006 - October 2010
Skills
Retirement Planning, Life Insurance, Saving for Education, Investments
Education
Bentley University 2002 — 2006
BA, Marketing
MFS Investment Management August 2012 - Present
Edward Jones October 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) September 2006 - October 2010
Skills
Retirement Planning, Life Insurance, Saving for Education, Investments
Education
Bentley University 2002 — 2006
BA, Marketing
Betty Ruckhaber's Edward Jones Experience October 2002 - November 2007
Job Apartment Managers, Sequoia Grove Apartments at Alliance Management, Inc.
Industry Marketing and Advertising
Experience
Volunteer at Historic Flight Foundation February 2010 - Present
Betty Ruckhaber Design Productions December 2007 - Present
Alliance Management, Inc. August 2000 - Present
Edward Jones October 2002 - November 2007
Bureau of Education & Research February 1988 - April 1991
Skills
Property Management, Secretarial Skills, Office Administration, Office Management, Graphic Design, Brochures, Photography, Flyers, Adobe Photoshop, Adobe Indesign, Adobe Illustrator, Advertising, Marketing, Logo Design, Visual Communication, Photoshop, InDesign, Business Cards, Corporate Identity, Posters, Microsoft Office-Word,..., Graphics
Education
Bellevue College 2015 — 2015
Adobe In-DesignCC, Graphic Arts and Design, A
Bellevue Community College 2007 — 2007
Desktop Publishing for Print and Web, Graphic Arts, Marketing, Adobe Products
University of Washington
Fine/Studio Arts, General
Volunteer at Historic Flight Foundation February 2010 - Present
Betty Ruckhaber Design Productions December 2007 - Present
Alliance Management, Inc. August 2000 - Present
Edward Jones October 2002 - November 2007
Bureau of Education & Research February 1988 - April 1991
Skills
Property Management, Secretarial Skills, Office Administration, Office Management, Graphic Design, Brochures, Photography, Flyers, Adobe Photoshop, Adobe Indesign, Adobe Illustrator, Advertising, Marketing, Logo Design, Visual Communication, Photoshop, InDesign, Business Cards, Corporate Identity, Posters, Microsoft Office-Word,..., Graphics
Education
Bellevue College 2015 — 2015
Adobe In-DesignCC, Graphic Arts and Design, A
Bellevue Community College 2007 — 2007
Desktop Publishing for Print and Web, Graphic Arts, Marketing, Adobe Products
University of Washington
Fine/Studio Arts, General
Nicole Greenhagen's Edward Jones Experience February 2009 - August 2009
Job Hair Stylist at Hair Expressions
Industry Cosmetics
Experience
Hair Expressions September 2010 - Present
Edward Jones February 2009 - August 2009
G&K Services April 2007 - January 2009
Walgreens June 2006 - April 2007
Regis Corporation October 2004 - August 2006
Minnesota Teen Challenge January 2006 - May 2006
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Microsoft Office, Sales Management, Event Planning, Retail, Data Entry, Marketing, Inventory Management, Team Building, Merchandising, Customer Satisfaction, Exceptional Listener, Very honest
Education
The Salon Professional Academy 2009 — 2010
Certificate, Cosmetology
Bethel University 2003 — 2006
BA, Business - Marketing, Leadership
Hair Expressions September 2010 - Present
Edward Jones February 2009 - August 2009
G&K Services April 2007 - January 2009
Walgreens June 2006 - April 2007
Regis Corporation October 2004 - August 2006
Minnesota Teen Challenge January 2006 - May 2006
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Microsoft Office, Sales Management, Event Planning, Retail, Data Entry, Marketing, Inventory Management, Team Building, Merchandising, Customer Satisfaction, Exceptional Listener, Very honest
Education
The Salon Professional Academy 2009 — 2010
Certificate, Cosmetology
Bethel University 2003 — 2006
BA, Business - Marketing, Leadership
Joseph Halm's Edward Jones Experience fianacial adviseredward jones2008 - 2009
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones fianacial adviseredward jones2008 - 2009
edward jones 2008 - 2009
central dupage hosp 2001 - 2004
Education
Rosalind Franklin University of Medicine and Science 1982 — 1986
dpm, Podiatry
Benedictine University 1980 — 1982
b.s., biochemistry
Edward Jones fianacial adviseredward jones2008 - 2009
edward jones 2008 - 2009
central dupage hosp 2001 - 2004
Education
Rosalind Franklin University of Medicine and Science 1982 — 1986
dpm, Podiatry
Benedictine University 1980 — 1982
b.s., biochemistry
Eric Hertica's Edward Jones Experience 1998 - 2000
Job Online Campus Pastor
Industry Religious Institutions
Experience
Crossroads Christian Church June 2012 - Present
Realty Network, Inc. January 2011 - Present
Whitestone Residential, Inc. 2007 - July 2011
Prudential California Realty 2003 - 2007
UBS Financial Services 2000 - 2003
Edward Jones 1998 - 2000
Skills
First Time Home Buyers, SFR, Short Sales, Real Estate, Condos, Sellers, Foreclosures, Discipleship, Biblical Studies, Ministry Development, Strategic Planning, Pastoral Care
Education
Biola University 1996 — 1999
Masters, Biblical Studies and Theology
University of California, San Diego 1993 — 1996
B.A., Psycology
Crossroads Christian Church June 2012 - Present
Realty Network, Inc. January 2011 - Present
Whitestone Residential, Inc. 2007 - July 2011
Prudential California Realty 2003 - 2007
UBS Financial Services 2000 - 2003
Edward Jones 1998 - 2000
Skills
First Time Home Buyers, SFR, Short Sales, Real Estate, Condos, Sellers, Foreclosures, Discipleship, Biblical Studies, Ministry Development, Strategic Planning, Pastoral Care
Education
Biola University 1996 — 1999
Masters, Biblical Studies and Theology
University of California, San Diego 1993 — 1996
B.A., Psycology
Linda Patchell's Edward Jones Experience November 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2013 - Present
DHL Global Forwarding May 2003 - July 2009
DHL Express 1998 - 2003
Airborne Express October 1993 - May 1998
Safeway Stores Inc October 1987 - August 1993
Skills
Training, Management, CRM, Business Development, Team Building, Sales, Leadership, Business Process..., Customer Service, Data Analysis, Sales Management, Operations Management, Time Management, Close Attention to..., Sales Operations
Education
Pierce College 2010 — 2012
Associate of Arts (AA), Accounting, 3.89
Bellevue College
Excel, Word, Access
Renton Vocational
Windows, LAN, WAN, DOS, IP
Edward Jones November 2013 - Present
DHL Global Forwarding May 2003 - July 2009
DHL Express 1998 - 2003
Airborne Express October 1993 - May 1998
Safeway Stores Inc October 1987 - August 1993
Skills
Training, Management, CRM, Business Development, Team Building, Sales, Leadership, Business Process..., Customer Service, Data Analysis, Sales Management, Operations Management, Time Management, Close Attention to..., Sales Operations
Education
Pierce College 2010 — 2012
Associate of Arts (AA), Accounting, 3.89
Bellevue College
Excel, Word, Access
Renton Vocational
Windows, LAN, WAN, DOS, IP
Peggy Stavinoha's Edward Jones Experience June 2000 - November 2005
Job Financial Advisor at Chase Investment Services
Industry Financial Services
Experience
Chase Investment Services Corp. August 2009 - Present
UBS Financial Services November 2005 - July 2009
Edward Jones June 2000 - November 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
BBA, computer information systems
Baylor University - Hankamer School of Business 1980 — 1982
Chase Investment Services Corp. August 2009 - Present
UBS Financial Services November 2005 - July 2009
Edward Jones June 2000 - November 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
BBA, computer information systems
Baylor University - Hankamer School of Business 1980 — 1982
Rich Ebbert's Edward Jones Experience October 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2000 - Present
Illinois Tool Works September 1978 - September 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Marketing
Vanderbilt University 1974 — 1978
BA, Chemistry/Business
Edward Jones October 2000 - Present
Illinois Tool Works September 1978 - September 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Marketing
Vanderbilt University 1974 — 1978
BA, Chemistry/Business
Bart Allgeier's Edward Jones Experience March 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
US Navy February 1989 - February 2009
Skills
Mutual Funds, Strategic Financial..., Series 7, Fixed Annuities, Retirement, Investments, Financial Analysis, Employee Benefits, Leadership, Life Insurance, Credit, Banking, Customer Service, Funding, Process Improvement, Analysis, Training, Mortgage Lending, Strategic Planning, Health Insurance, Team Building, Management
Education
Bellarmine University 1987 — 1989
Computer Science
Excelsior College
BS, Liberal Arts
Edward Jones March 2009 - Present
US Navy February 1989 - February 2009
Skills
Mutual Funds, Strategic Financial..., Series 7, Fixed Annuities, Retirement, Investments, Financial Analysis, Employee Benefits, Leadership, Life Insurance, Credit, Banking, Customer Service, Funding, Process Improvement, Analysis, Training, Mortgage Lending, Strategic Planning, Health Insurance, Team Building, Management
Education
Bellarmine University 1987 — 1989
Computer Science
Excelsior College
BS, Liberal Arts
Anna Cunningham's Edward Jones Experience February 2009 - June 2009
Job Animal Technician I
Industry Biotechnology
Experience
Banfield Pet Hospital February 2015 - March 2015
Seattle Pacific University September 2014 - December 2014
Novo Nordisk August 2014 - December 2014
American Red Cross July 2012 - September 2014
Seattle Pacific University April 2014 - June 2014
Seattle Pacific University January 2013 - June 2014
Luxottica Retail July 2009 - March 2012
Edward Jones February 2009 - June 2009
Skills
Customer Service, Promotions, Event Management, Insurance, Time Management, Reception, Punctual, Fast Learner, Team Motivator, Group Work, Project Management, Strategic Planning, Public Speaking, Data Entry, Teamwork, Critical Thinking, Volunteering, Microsoft Excel, Project Planning, Research, Team Building, Social Networking, Teaching, Marketing, PowerPoint, First Aid, Networking, Data Analysis, Leadership, Microsoft Office, Healthcare, Event Planning, SPSS, Team Leadership, Independence, CPR Certified, Writing, Editing
Education
Seattle Pacific University 2011 — 2014
B.S, Applied Human Biology
Bellevue College 2008 — 2011
Associates, Arts & Sciences
Eastlake High School 2005 — 2008
Diploma, General Studies
Banfield Pet Hospital February 2015 - March 2015
Seattle Pacific University September 2014 - December 2014
Novo Nordisk August 2014 - December 2014
American Red Cross July 2012 - September 2014
Seattle Pacific University April 2014 - June 2014
Seattle Pacific University January 2013 - June 2014
Luxottica Retail July 2009 - March 2012
Edward Jones February 2009 - June 2009
Skills
Customer Service, Promotions, Event Management, Insurance, Time Management, Reception, Punctual, Fast Learner, Team Motivator, Group Work, Project Management, Strategic Planning, Public Speaking, Data Entry, Teamwork, Critical Thinking, Volunteering, Microsoft Excel, Project Planning, Research, Team Building, Social Networking, Teaching, Marketing, PowerPoint, First Aid, Networking, Data Analysis, Leadership, Microsoft Office, Healthcare, Event Planning, SPSS, Team Leadership, Independence, CPR Certified, Writing, Editing
Education
Seattle Pacific University 2011 — 2014
B.S, Applied Human Biology
Bellevue College 2008 — 2011
Associates, Arts & Sciences
Eastlake High School 2005 — 2008
Diploma, General Studies
Craig Rodgers's Edward Jones Experience 2012 - 2013
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Services 2013 - Present
Edward Jones 2012 - 2013
BBVA Compass 2006 - 2012
Wells Fargo 2004 - 2006
Bank One November 1996 - November 2003
Central National Bank TX 1992 - 1995
Skills
Mortgage Lending, Sales, Retail, Deposits, Credit Analysis, Loan Origination, Branch Management, Relationship Management, Customer Satisfaction, Retail Banking, Customer Service, Service Management, Cross Selling, Operations Management, Finance, Investments, Insurance, Strategic Financial..., Leadership, Business Development, Team Building, Coaching, Training, Sales Process, Customer Acquisition, Home Equity Loans, Performance Management, Branch Banking, Refinance, Wealth Management, Portfolio Management, Home Equity Lines of..., Financial Services, Management, Financial Advisory, Financial Modeling, New Business Development, Sales Operations, Mutual Funds, Account Management, Series 7, Wealth Management..., Retirement Planning, Investment Advisory, Leadership Development, Loan Servicing, Securities, Marketing, Strategic Planning, Business Planning
Education
Baylor University - Hankamer School of Business 1988 — 1993
BBA, Marketing, Accounting
Arlington Heights High School
First Command Financial Services 2013 - Present
Edward Jones 2012 - 2013
BBVA Compass 2006 - 2012
Wells Fargo 2004 - 2006
Bank One November 1996 - November 2003
Central National Bank TX 1992 - 1995
Skills
Mortgage Lending, Sales, Retail, Deposits, Credit Analysis, Loan Origination, Branch Management, Relationship Management, Customer Satisfaction, Retail Banking, Customer Service, Service Management, Cross Selling, Operations Management, Finance, Investments, Insurance, Strategic Financial..., Leadership, Business Development, Team Building, Coaching, Training, Sales Process, Customer Acquisition, Home Equity Loans, Performance Management, Branch Banking, Refinance, Wealth Management, Portfolio Management, Home Equity Lines of..., Financial Services, Management, Financial Advisory, Financial Modeling, New Business Development, Sales Operations, Mutual Funds, Account Management, Series 7, Wealth Management..., Retirement Planning, Investment Advisory, Leadership Development, Loan Servicing, Securities, Marketing, Strategic Planning, Business Planning
Education
Baylor University - Hankamer School of Business 1988 — 1993
BBA, Marketing, Accounting
Arlington Heights High School
Dan Foutch, CWA®'s Edward Jones Experience March 1983 - December 1989
Job Senior Vice President, Regional Manager
Industry Financial Services
Experience
Hilliard Lyons 1989 - Present
Edward Jones March 1983 - December 1989
Skills
Wealth Management, Securities, Wealth, Strategic Planning, Financial Advisory, Finance, Investments, Leadership, Retirement Planning, Strategic Financial..., Mutual Funds, Series 7, Financial Analysis
Education
Belmont University 1978 — 1982
Bachelor of Business Administration (BBA)
Hilliard Lyons 1989 - Present
Edward Jones March 1983 - December 1989
Skills
Wealth Management, Securities, Wealth, Strategic Planning, Financial Advisory, Finance, Investments, Leadership, Retirement Planning, Strategic Financial..., Mutual Funds, Series 7, Financial Analysis
Education
Belmont University 1978 — 1982
Bachelor of Business Administration (BBA)
Al Schneider's Edward Jones Experience June 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2005 - Present
Skills
Retirement Planning, Strategic Planning, Wealth Management, Investment Advisory, 401k, Investment Strategies, Life Insurance
Education
Midwestern State University 1989 — 1991
Master of Science (MS), Business/Education
Baylor University - Hankamer School of Business 1985 — 1988
BBA, Management
Edward Jones June 2005 - Present
Skills
Retirement Planning, Strategic Planning, Wealth Management, Investment Advisory, 401k, Investment Strategies, Life Insurance
Education
Midwestern State University 1989 — 1991
Master of Science (MS), Business/Education
Baylor University - Hankamer School of Business 1985 — 1988
BBA, Management
Seth Jerue's Edward Jones Experience October 2014 - February 2015
Job MBA
Industry Financial Services
Experience
Edward Jones October 2014 - February 2015
Marcus & Millichap September 2013 - September 2014
United States Marine Corps June 2012 - July 2013
USMC September 2009 - July 2013
United States Marine Corps March 2011 - June 2012
United States Marine Corps January 2009 - February 2011
United States Marine Corps June 2008 - January 2009
United States Marine Corps September 2005 - June 2008
Skills
Operational Risk..., Quality Assurance, Crew Resource Management, Aircraft Accident..., Intelligence, Military Operations, Leadership, Military, Security Clearance, Operational Planning, Military Experience, DoD, Command, National Security, Weapons, Force Protection, Defense, Aviation, Helicopters, Military Training, Intelligence Analysis, Military Aviation, Tactics, Safety Culture, Flight Safety, Marine Corps
Education
University of California, Irvine 2012 — 2014
MBA
Bethune-Cookman University 1999 — 2002
Bachelor's degree, History
Edward Jones October 2014 - February 2015
Marcus & Millichap September 2013 - September 2014
United States Marine Corps June 2012 - July 2013
USMC September 2009 - July 2013
United States Marine Corps March 2011 - June 2012
United States Marine Corps January 2009 - February 2011
United States Marine Corps June 2008 - January 2009
United States Marine Corps September 2005 - June 2008
Skills
Operational Risk..., Quality Assurance, Crew Resource Management, Aircraft Accident..., Intelligence, Military Operations, Leadership, Military, Security Clearance, Operational Planning, Military Experience, DoD, Command, National Security, Weapons, Force Protection, Defense, Aviation, Helicopters, Military Training, Intelligence Analysis, Military Aviation, Tactics, Safety Culture, Flight Safety, Marine Corps
Education
University of California, Irvine 2012 — 2014
MBA
Bethune-Cookman University 1999 — 2002
Bachelor's degree, History
Lee Pitcovich's Edward Jones Experience October 2009 - November 2011
Job Celebrations, LLC Weddings & Event Rentals
Industry Events Services
Experience
Celebrations of Columbia March 2014 - Present
Event Management, LLC November 2011 - Present
Edward Jones October 2009 - November 2011
Skills
Series 7, Series 66, Event Planning, Large Scale Events, Festivals, Customer Service, Event Management, Leadership, Leadership Development, Marketing, Public Speaking, Sales, Small Business, Team Building, Weddings, New Business Development, Sales Management, Public Relations, Social Media Marketing, Strategic Planning, Uniform Combined State...
Education
Berry College 1998 — 2002
BS, Computer Science
Harris County High School 1994 — 1998
Celebrations of Columbia March 2014 - Present
Event Management, LLC November 2011 - Present
Edward Jones October 2009 - November 2011
Skills
Series 7, Series 66, Event Planning, Large Scale Events, Festivals, Customer Service, Event Management, Leadership, Leadership Development, Marketing, Public Speaking, Sales, Small Business, Team Building, Weddings, New Business Development, Sales Management, Public Relations, Social Media Marketing, Strategic Planning, Uniform Combined State...
Education
Berry College 1998 — 2002
BS, Computer Science
Harris County High School 1994 — 1998
Dottie Demkovich's Edward Jones Experience 1997 - 2001
Job Financial Investment Professional
Industry Investment Banking
Experience
Merrill Lynch 2005 - 2007
Edward Jones 1997 - 2001
Merrill Lynch 1976 - 1995
Skills
Retirement Planning, Customer Service, Financial Analysis, Investments, Business Planning, Estate Planning, Investment Management, Wealth Management..., Wealth
Education
Indiana University Bloomington 1972 — 1975
education
Benedictine University
Whiting High School
Merrill Lynch 2005 - 2007
Edward Jones 1997 - 2001
Merrill Lynch 1976 - 1995
Skills
Retirement Planning, Customer Service, Financial Analysis, Investments, Business Planning, Estate Planning, Investment Management, Wealth Management..., Wealth
Education
Indiana University Bloomington 1972 — 1975
education
Benedictine University
Whiting High School
Alice Thompson's Edward Jones Experience May 2008 - October 2009
Job Strategy Consultant at Accenture
Industry Marketing and Advertising
Experience
Accenture July 2015 - Present
University of South Carolina August 2014 - May 2015
RJ Reynolds May 2014 - August 2014
Jack Morton Worldwide January 2014 - May 2014
University of South Carolina July 2012 - December 2012
IMMANUEL ENTERPRISES LIMITED December 2010 - 2011
Monkeypod Kitchen by Merriman 2010 - 2011
Brookville Capital Partners March 2010 - July 2010
JPMorgan Chase October 2009 - February 2010
Edward Jones May 2008 - October 2009
Skills
Management, Marketing, Training, Marketing Strategy, Social Media, Series 7, Human Resources, Data Analysis, French, Mandarin, Operations Management, Employee Training, Merchandising, Social Media Marketing, Leadership, Analysis, Wealth Management, Brand Management, Hospitality Management, Consumer Products, Market Research, Consumer Insight, Integrated Marketing..., China Business..., Hiring Personnel, Face to Face Sales, Salesforce.com, Business Strategy, Global Business..., Strategy, Sales, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Consulting, PowerPoint
Education
University of South Carolina-Columbia 2012 — 2015
IMBA, Business Analytics, Marketing, China
Beijing Language and Culture University 2013 — 2013
HSK Level 5 - Passed Dec 2013, Mandarin, HSK Level 5
SUNY Geneseo 2006 — 2009
Bachelor of Science (B.S.), Business Administration
Northeastern University 2005 — 2006
International Relations and Affairs, Linguistics
Accenture July 2015 - Present
University of South Carolina August 2014 - May 2015
RJ Reynolds May 2014 - August 2014
Jack Morton Worldwide January 2014 - May 2014
University of South Carolina July 2012 - December 2012
IMMANUEL ENTERPRISES LIMITED December 2010 - 2011
Monkeypod Kitchen by Merriman 2010 - 2011
Brookville Capital Partners March 2010 - July 2010
JPMorgan Chase October 2009 - February 2010
Edward Jones May 2008 - October 2009
Skills
Management, Marketing, Training, Marketing Strategy, Social Media, Series 7, Human Resources, Data Analysis, French, Mandarin, Operations Management, Employee Training, Merchandising, Social Media Marketing, Leadership, Analysis, Wealth Management, Brand Management, Hospitality Management, Consumer Products, Market Research, Consumer Insight, Integrated Marketing..., China Business..., Hiring Personnel, Face to Face Sales, Salesforce.com, Business Strategy, Global Business..., Strategy, Sales, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Consulting, PowerPoint
Education
University of South Carolina-Columbia 2012 — 2015
IMBA, Business Analytics, Marketing, China
Beijing Language and Culture University 2013 — 2013
HSK Level 5 - Passed Dec 2013, Mandarin, HSK Level 5
SUNY Geneseo 2006 — 2009
Bachelor of Science (B.S.), Business Administration
Northeastern University 2005 — 2006
International Relations and Affairs, Linguistics
Heather Meng Schowalter, PMP's Edward Jones Experience May 2014 - Present
Job Senior Project Leader Digital Marketing at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones May 2014 - Present
Summit Marketing/Government Solutions Group March 2009 - May 2014
JWT INSIDE 1997 - 2004
Skills
Brand Architecture, Marketing Strategy, Integrated Marketing, Account Management, Marketing Communications, Strategic Planning, Social Media Marketing, Brand Developement, Employer Branding, Advertising, Digital Strategy, Market Analysis, Google Analytics, Media Planning, Strategic Communications, Government Contracting, Project Management, SMO, Brand Development, Social Media, Budgets, Program Management, Copywriting, Web Analytics, Marketing, SEO, Public Relations, Blogging, Audience Segmentation..., Corporate Communications, Message Development, Content Development, Metrics Reporting, Direct Marketing, Primary Research, Secondary Research, Communications Audits, WordPress CMS, Resource Planning, RFP Response Writing, Website Analysis, Information Architecture, Website Planning, Google Adwords, Keyword Strategy, Annual Planning
Education
Baylor University - Hankamer School of Business
BBA, Marketing & Entrepreneurship
Edward Jones May 2014 - Present
Summit Marketing/Government Solutions Group March 2009 - May 2014
JWT INSIDE 1997 - 2004
Skills
Brand Architecture, Marketing Strategy, Integrated Marketing, Account Management, Marketing Communications, Strategic Planning, Social Media Marketing, Brand Developement, Employer Branding, Advertising, Digital Strategy, Market Analysis, Google Analytics, Media Planning, Strategic Communications, Government Contracting, Project Management, SMO, Brand Development, Social Media, Budgets, Program Management, Copywriting, Web Analytics, Marketing, SEO, Public Relations, Blogging, Audience Segmentation..., Corporate Communications, Message Development, Content Development, Metrics Reporting, Direct Marketing, Primary Research, Secondary Research, Communications Audits, WordPress CMS, Resource Planning, RFP Response Writing, Website Analysis, Information Architecture, Website Planning, Google Adwords, Keyword Strategy, Annual Planning
Education
Baylor University - Hankamer School of Business
BBA, Marketing & Entrepreneurship
Robert Chapa, CPCU's Edward Jones Experience November 2005 - July 2006
Job Adjuster at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance July 2006 - Present
Farmers InsuranceInvestigation July 2006 - Present
Edward Jones November 2005 - July 2006
Edward Jones November 2005 - July 2006
Skills
Insurance, Liability, Commercial Insurance, Property & Casualty...
Education
Baylor University 2000 — 2005
BBA, Economics
Baylor University 2000 — 2005
Bachelor, Business Administration; Economics
Farmers Insurance July 2006 - Present
Farmers InsuranceInvestigation July 2006 - Present
Edward Jones November 2005 - July 2006
Edward Jones November 2005 - July 2006
Skills
Insurance, Liability, Commercial Insurance, Property & Casualty...
Education
Baylor University 2000 — 2005
BBA, Economics
Baylor University 2000 — 2005
Bachelor, Business Administration; Economics
Johnie Ogden's Edward Jones Experience October 2012 - November 2014
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Edward Jones October 2012 - November 2014
Desert Turf Care, LLC September 2007 - October 2012
O'Malley Beverage, Inc. May 1998 - September 2007
Skills
Investments, Management, Budgets, Team Building, Strategic Planning, Sales Management, Customer Service, Small Business, Sales, New Business Development, Coaching, Contract Negotiation, Facilities Management, Purchasing, Insurance, Operations Management, Contract Management, Microsoft Office, Process Scheduler, Event Management, Financial Analysis, Term Life Insurance
Education
Benedictine College 1996 — 1998
BA, Business - Finance and Marketing
Blue Springs South High School
Blue Springs South High School
Merrill Edge December 2014 - Present
Edward Jones October 2012 - November 2014
Desert Turf Care, LLC September 2007 - October 2012
O'Malley Beverage, Inc. May 1998 - September 2007
Skills
Investments, Management, Budgets, Team Building, Strategic Planning, Sales Management, Customer Service, Small Business, Sales, New Business Development, Coaching, Contract Negotiation, Facilities Management, Purchasing, Insurance, Operations Management, Contract Management, Microsoft Office, Process Scheduler, Event Management, Financial Analysis, Term Life Insurance
Education
Benedictine College 1996 — 1998
BA, Business - Finance and Marketing
Blue Springs South High School
Blue Springs South High School
Daniel Chrzanowski's Edward Jones Experience October 2012 - Present
Job Student at Bemidji State University
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Education
Bemidji State University 2008 — 2012
Edward Jones October 2012 - Present
Education
Bemidji State University 2008 — 2012
Sondra Tharp, CPA's Edward Jones Experience August 2004 - March 2005
Job Tax, Rogers Group, Inc.
Industry Accounting
Experience
Rogers Group Inc. April 2015 - Present
Rogers Group Inc. January 2014 - Present
HCA February 2013 - January 2014
Rogers Group Inc. July 2012 - February 2013
Gibson Guitar April 2012 - June 2012
Netstreet Brokerage May 2009 - April 2012
First Tennessee Bank March 2005 - April 2009
Edward Jones August 2004 - March 2005
Skills
Auditing, Corporate Tax, CPA, Financial Analysis, Tax, Tax Accounting, Finance, Tax Returns
Education
Belmont University 2011 — 2012
MACC, Masters of Accounting, 3.7
Tennessee Technological University 2000 — 2004
BS, Finance
Rogers Group Inc. April 2015 - Present
Rogers Group Inc. January 2014 - Present
HCA February 2013 - January 2014
Rogers Group Inc. July 2012 - February 2013
Gibson Guitar April 2012 - June 2012
Netstreet Brokerage May 2009 - April 2012
First Tennessee Bank March 2005 - April 2009
Edward Jones August 2004 - March 2005
Skills
Auditing, Corporate Tax, CPA, Financial Analysis, Tax, Tax Accounting, Finance, Tax Returns
Education
Belmont University 2011 — 2012
MACC, Masters of Accounting, 3.7
Tennessee Technological University 2000 — 2004
BS, Finance
Nick Naseman's Edward Jones Experience April 2008 - December 2008
Job Owner and President at Nicklos K. Naseman, Inc.
Industry Financial Services
Experience
The Estate & Elder Planning Center and Prestige Wealth Management Owner and PresidentNicklos K. Naseman, Inc.January 2009 - Present
Redhawk Wealth Advisors, Inc. January 2009 - October 2009
Edward Jones April 2008 - December 2008
Education
Bellevue Community College
Bachelor of Professional Studies
The Estate & Elder Planning Center and Prestige Wealth Management Owner and PresidentNicklos K. Naseman, Inc.January 2009 - Present
Redhawk Wealth Advisors, Inc. January 2009 - October 2009
Edward Jones April 2008 - December 2008
Education
Bellevue Community College
Bachelor of Professional Studies
Melvin D Gardner's Edward Jones Experience 2006 - 2012
Job Financial Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2012 - Present
Edward Jones 2006 - 2012
Education
Baylor University - Hankamer School of Business
University of Mary-Hardin Baylor
J.P. Morgan Chase Bank, N.A. April 2012 - Present
Edward Jones 2006 - 2012
Education
Baylor University - Hankamer School of Business
University of Mary-Hardin Baylor
Shelley Moffatt's Edward Jones Experience 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 1998 - Present
U.S. Bank 1980 - 1998
Education
College for Financial Planning 2006 — 2014
AAMS, Financial Planning and Services
Bellevue Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Central Washington University
Bachelor of Arts (B.A.), Business Education
Lindbergh High School, Renton WA
General Studies
Edward Jones 1998 - Present
U.S. Bank 1980 - 1998
Education
College for Financial Planning 2006 — 2014
AAMS, Financial Planning and Services
Bellevue Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Central Washington University
Bachelor of Arts (B.A.), Business Education
Lindbergh High School, Renton WA
General Studies
Tony Dutter's Edward Jones Experience February 2006 - February 2010
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Edward Jones February 2006 - February 2010
Russwood Chrysler Jeep & Dodge February 2004 - February 2006
Education
Bellevue University
Nebraska Wesleyan University
Morgan Stanley Smith Barney February 2010 - Present
Edward Jones February 2006 - February 2010
Russwood Chrysler Jeep & Dodge February 2004 - February 2006
Education
Bellevue University
Nebraska Wesleyan University
Jeni Marsh's Edward Jones Experience November 2007 - January 2011
Job Direct Care Supervisor at First Choice InHome Care
Industry Hospital & Health Care
Experience
First Choice In-Home Care May 2011 - Present
Edward Jones November 2007 - January 2011
Edward Jones August 1998 - November 2007
YMCA of Greater Seattle 1992 - 1998
Education
University of Washington 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Bellevue Community College 1992 — 1994
Associate of Arts (AA), General Studies
First Choice In-Home Care May 2011 - Present
Edward Jones November 2007 - January 2011
Edward Jones August 1998 - November 2007
YMCA of Greater Seattle 1992 - 1998
Education
University of Washington 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Bellevue Community College 1992 — 1994
Associate of Arts (AA), General Studies
William VanRonzelen's Edward Jones Experience June 2010 - August 2010
Job Student at Baylor University Hankamer School of Business
Industry
Experience
Baylor University January 2012 - Present
Edward Jones June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English
Education
Baylor University - Hankamer School of Business 2012 — 2013
Master of Science (M.S.), Economics
Westminster College (MO) 2007 — 2011
Bachelor of Arts (B.A.), Economics
Baylor University January 2012 - Present
Edward Jones June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English
Education
Baylor University - Hankamer School of Business 2012 — 2013
Master of Science (M.S.), Economics
Westminster College (MO) 2007 — 2011
Bachelor of Arts (B.A.), Economics
Sharon Castillo's Edward Jones Experience March 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Education
Berklee College of Music 1982 — 1984
Music/Performance Major
Robert Morris University 1969 — 1971
Business Administration
Edward Jones March 2010 - Present
Education
Berklee College of Music 1982 — 1984
Music/Performance Major
Robert Morris University 1969 — 1971
Business Administration
Tasha Ruser's Edward Jones Experience April 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Wells Fargo March 2010 - April 2013
Education
Bethany Lutheran College 1999 — 2003
Bachelor's degree, Communication, General
Edward Jones April 2013 - Present
Wells Fargo March 2010 - April 2013
Education
Bethany Lutheran College 1999 — 2003
Bachelor's degree, Communication, General
Rodney Hazelton's Edward Jones Experience August 2007 - April 2008
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2012 - Present
Scottrade December 2008 - September 2012
Ameritas July 2008 - December 2008
Edward Jones August 2007 - April 2008
CBIZ Network Solutions October 2000 - August 2007
Skills
Series 7, Investments, Financial Analysis, Series 63, Mutual Funds, Equities, Securities, Banking, Portfolio Management, Risk Management, Finance, Strategic Financial..., Options, Wealth Management, Credit, Trading, Loans, Fixed Income, Financial Markets, Retirement Planning, Financial Services, Asset Management
Education
Bellevue University
Scottrade September 2012 - Present
Scottrade December 2008 - September 2012
Ameritas July 2008 - December 2008
Edward Jones August 2007 - April 2008
CBIZ Network Solutions October 2000 - August 2007
Skills
Series 7, Investments, Financial Analysis, Series 63, Mutual Funds, Equities, Securities, Banking, Portfolio Management, Risk Management, Finance, Strategic Financial..., Options, Wealth Management, Credit, Trading, Loans, Fixed Income, Financial Markets, Retirement Planning, Financial Services, Asset Management
Education
Bellevue University
Loan Mosescu's Edward Jones Experience September 2007 - December 2007
Job
Industry Accounting
Experience
Carter Motors March 2009 - May 2012
Edward Jones September 2007 - December 2007
Lexus of Seattle July 1999 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Accounting, Automotive, Finance, Financial Reporting, Financial Services, Management, Financial Accounting, Financial Planning
Education
Bellevue College
Carter Motors March 2009 - May 2012
Edward Jones September 2007 - December 2007
Lexus of Seattle July 1999 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Accounting, Automotive, Finance, Financial Reporting, Financial Services, Management, Financial Accounting, Financial Planning
Education
Bellevue College
Robert Chapa, CPCU's Edward Jones Experience November 2005 - July 2006
Job Insurance Adjuster at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance July 2006 - Present
Edward Jones November 2005 - July 2006
Edward Jones November 2005 - July 2006
Skills
Insurance, Investments, Financial Services, Finance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Risk Management
Education
The Institutes 2009 — 2011
Chartered Property Casualty Underwriter, Insurance
Baylor University 2000 — 2005
Bachelor of Business Administration (BBA), Economics
Farmers Insurance July 2006 - Present
Edward Jones November 2005 - July 2006
Edward Jones November 2005 - July 2006
Skills
Insurance, Investments, Financial Services, Finance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Risk Management
Education
The Institutes 2009 — 2011
Chartered Property Casualty Underwriter, Insurance
Baylor University 2000 — 2005
Bachelor of Business Administration (BBA), Economics
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation