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
O'Lindsey Brown O'Lindsey Brown's Edward Jones Experience June 2011 - July 2014
Job Financial Advisor at Wells Fargo Advisors Wealth Brokerage Services
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Edward Jones June 2011 - July 2014
Brown & Brown Custom Clothiers June 2009 - April 2011
Whitney Bank January 2008 - May 2009
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Portfolio Management, Insurance, Series 7, Retirement Planning, Credit, Strategy, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Retirement, Securities, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Equities, Financial Services, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
A.B; Bachelor of Science, Finance
University High School 2000 — 2004
Wells Fargo Advisors August 2014 - Present
Edward Jones June 2011 - July 2014
Brown & Brown Custom Clothiers June 2009 - April 2011
Whitney Bank January 2008 - May 2009
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Portfolio Management, Insurance, Series 7, Retirement Planning, Credit, Strategy, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Retirement, Securities, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Equities, Financial Services, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
A.B; Bachelor of Science, Finance
University High School 2000 — 2004
Tedd Schonsheck Tedd Schonsheck's Edward Jones Experience July 2009 - July 2010
Job Currently seeking the best leaders to join our Target Stores Team!
Industry Retail
Experience
Target March 2014 - Present
Republic Services Inc January 2013 - February 2014
Republic Services Inc August 2010 - January 2013
Edward Jones July 2009 - July 2010
Allegiant Wealth Management March 2009 - August 2009
US Army May 2004 - May 2009
Skills
Leadership, Military, Army, DoD, Military Experience, Security Clearance, Command, Government, Operational Planning, Organizational..., Operations Management, Strategy, Program Management, Military Operations, Training, Team Building, Government Contracting, Logistics, Leadership Development
Education
United States Military Academy at West Point 2000 — 2004
BS, Economics
Target March 2014 - Present
Republic Services Inc January 2013 - February 2014
Republic Services Inc August 2010 - January 2013
Edward Jones July 2009 - July 2010
Allegiant Wealth Management March 2009 - August 2009
US Army May 2004 - May 2009
Skills
Leadership, Military, Army, DoD, Military Experience, Security Clearance, Command, Government, Operational Planning, Organizational..., Operations Management, Strategy, Program Management, Military Operations, Training, Team Building, Government Contracting, Logistics, Leadership Development
Education
United States Military Academy at West Point 2000 — 2004
BS, Economics
Tim Thurman Tim Thurman's Edward Jones Experience November 2014 - Present
Job Service Specialist II Cost Basis at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Trumascape September 2009 - April 2013
Carder Lawn Care May 2007 - June 2011
Skills
Landscaping, Construction, Microsoft Office, Construction Management, Customer Service, Landscape Design, PowerPoint, Project Management, Project Coordination, Budgets, Managing Project Budgets, Project Bidding, Team Leadership, Teaching, Team Building, Writing, Economics, High level of initiative
Education
Truman State University 2007 — 2012
Bachelor of Arts (BA), Economics
Edward Jones November 2014 - Present
Trumascape September 2009 - April 2013
Carder Lawn Care May 2007 - June 2011
Skills
Landscaping, Construction, Microsoft Office, Construction Management, Customer Service, Landscape Design, PowerPoint, Project Management, Project Coordination, Budgets, Managing Project Budgets, Project Bidding, Team Leadership, Teaching, Team Building, Writing, Economics, High level of initiative
Education
Truman State University 2007 — 2012
Bachelor of Arts (BA), Economics
Larry Brunner Larry Brunner's Edward Jones Experience October 2012 - November 2012
Job Director, Qualified Retirement Plans
Industry Consumer Goods
Experience
Emerson October 2014 - Present
Emerson December 2013 - September 2014
Emerson January 2013 - November 2013
Edward Jones October 2012 - November 2012
Furniture Brands International March 2003 - November 2011
National Information Solutions Cooperative May 1994 - May 2002
National Information Solutions Cooperative September 1991 - May 1994
Risk Retention Service Corporation September 1989 - September 1991
Anheuser-Busch April 1986 - August 1989
PwC March 1985 - March 1986
Skills
PeopleSoft, Compensation, Microsoft Office, Excel, Budgeting, PowerPoint, Benefits, Benefits Administration, Employee Benefits, Word, FMLA, 401k, Employee Relations, Payroll, Deferred Compensation, Human Resources, Policy, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Truman State University 1978 — 1982
B.S., Accounting
francis howell
Emerson October 2014 - Present
Emerson December 2013 - September 2014
Emerson January 2013 - November 2013
Edward Jones October 2012 - November 2012
Furniture Brands International March 2003 - November 2011
National Information Solutions Cooperative May 1994 - May 2002
National Information Solutions Cooperative September 1991 - May 1994
Risk Retention Service Corporation September 1989 - September 1991
Anheuser-Busch April 1986 - August 1989
PwC March 1985 - March 1986
Skills
PeopleSoft, Compensation, Microsoft Office, Excel, Budgeting, PowerPoint, Benefits, Benefits Administration, Employee Benefits, Word, FMLA, 401k, Employee Relations, Payroll, Deferred Compensation, Human Resources, Policy, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Truman State University 1978 — 1982
B.S., Accounting
francis howell
Scott Mayer Scott Mayer's Edward Jones Experience July 2013 - Present
Job Global User Interface Design at Edward Jones
Industry Internet
Experience
Edward Jones July 2013 - Present
Brown Shoe Company August 2011 - July 2013
Network Solutions September 2008 - July 2011
McGowan Crain June 2008 - September 2008
Skills
Web Design, Dreamweaver, User Interface Design, WordPress, CSS, User Experience, Web Development, HTML 5, jQuery, Adobe Creative Suite, Interaction Design
Education
Truman State University 2004 — 2008
BFA, Visual Communications
Edward Jones July 2013 - Present
Brown Shoe Company August 2011 - July 2013
Network Solutions September 2008 - July 2011
McGowan Crain June 2008 - September 2008
Skills
Web Design, Dreamweaver, User Interface Design, WordPress, CSS, User Experience, Web Development, HTML 5, jQuery, Adobe Creative Suite, Interaction Design
Education
Truman State University 2004 — 2008
BFA, Visual Communications
Hal Prukop, J.D., CLU Hal Prukop, J.D., CLU's Edward Jones Experience December 2009 - August 2010
Job Estate Planning, Probate, Guardianships & Elder Law Attorney
Industry Law Practice
Experience
lawyer , legal adviser March 2013 - Present
Insphere Insurance Solutions April 2011 - March 2013
Edward Jones December 2009 - August 2010
Knights of Columbus Field Agent 2002 - 2005
Skills
Estate Planning, Insurance, Long Term Care Insurance, Disability Insurance, Retirement, Long-term Care, Leadership, Strategic Planning, Term Life Insurance, Strategic Financial..., Investments, Employee Benefits, Team Building, Life Insurance, Trusts, Small Business, IRAs, Securities, Health Care Reform, Civil Litigation, Notary Public, Estate Administration, Powers of Attorney, Elder Law, Retirement Planning, Financial Planning, Guardianship Hearings, Legal Writing, Probate Law &..., Preparation of Wills, Court Proceedings, Trials, Public Speaking, Depositions, Medicare/Medicaid..., Mediations
Education
Thomas Jefferson School of Law 1990 — 1992
J.D., Law
California Western School of Law 1989 — 1990
Law degree (J.D.), Law
United States Military Academy at West Point 1980 — 1984
B.S., General Engineering, Economics
lawyer , legal adviser March 2013 - Present
Insphere Insurance Solutions April 2011 - March 2013
Edward Jones December 2009 - August 2010
Knights of Columbus Field Agent 2002 - 2005
Skills
Estate Planning, Insurance, Long Term Care Insurance, Disability Insurance, Retirement, Long-term Care, Leadership, Strategic Planning, Term Life Insurance, Strategic Financial..., Investments, Employee Benefits, Team Building, Life Insurance, Trusts, Small Business, IRAs, Securities, Health Care Reform, Civil Litigation, Notary Public, Estate Administration, Powers of Attorney, Elder Law, Retirement Planning, Financial Planning, Guardianship Hearings, Legal Writing, Probate Law &..., Preparation of Wills, Court Proceedings, Trials, Public Speaking, Depositions, Medicare/Medicaid..., Mediations
Education
Thomas Jefferson School of Law 1990 — 1992
J.D., Law
California Western School of Law 1989 — 1990
Law degree (J.D.), Law
United States Military Academy at West Point 1980 — 1984
B.S., General Engineering, Economics
Lauren Monks Lauren Monks's Edward Jones Experience 2012 - Present
Job Mutual Funds & 529s Product Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Edward Jones 2007 - 2012
Edward Jones 2006 - 2007
Skills
Relationship Management, Mutual Funds, 529 Plans, Saving for Education, Marketing, Training, Finance, Financial Services, Wealth Management, Asset Allocation
Education
Truman State University 2002 — 2006
Bachelor of Arts (B.A.), Communication
Edward Jones 2012 - Present
Edward Jones 2007 - 2012
Edward Jones 2006 - 2007
Skills
Relationship Management, Mutual Funds, 529 Plans, Saving for Education, Marketing, Training, Finance, Financial Services, Wealth Management, Asset Allocation
Education
Truman State University 2002 — 2006
Bachelor of Arts (B.A.), Communication
Brandon Floyd Brandon Floyd's Edward Jones Experience 2006 - 2007
Job Owner, Milestone Financial Services, LLC
Industry Investment Management
Experience
Milestone Financial Services, LLC 2007 - Present
Edward Jones 2006 - 2007
Alion Science and Technology October 2005 - May 2006
Skills
Retirement Planning, Fixed Annuities, Investments, Retirement, Insurance, Series 7, IRAs, 401k, Finance, Small Business, 403 b, FINRA, Financial Goals, Life Insurance, Risk Management, Management, Long-term Care, Term Life Insurance, Health Insurance, Securities, Wealth Management, Strategic Financial..., 401k Rollovers
Education
United States Merchant Marine Academy 1994 — 1999
BS, Marine Engineering Management
Milestone Financial Services, LLC 2007 - Present
Edward Jones 2006 - 2007
Alion Science and Technology October 2005 - May 2006
Skills
Retirement Planning, Fixed Annuities, Investments, Retirement, Insurance, Series 7, IRAs, 401k, Finance, Small Business, 403 b, FINRA, Financial Goals, Life Insurance, Risk Management, Management, Long-term Care, Term Life Insurance, Health Insurance, Securities, Wealth Management, Strategic Financial..., 401k Rollovers
Education
United States Merchant Marine Academy 1994 — 1999
BS, Marine Engineering Management
Vance Gunn, MBA's Edward Jones Experience June 2008 - August 2010
Job Experienced Finance Professional seeking career opportunities in bank/brokerage operations and/or general operations.
Industry Financial Services
Experience
Regions Financial Corporation September 2013 - Present
The Exchange February 2013 - May 2013
USAA August 2010 - July 2012
Edward Jones June 2008 - August 2010
US Army National Guard June 2008 - May 2010
US Army June 2005 - June 2008
US Army May 2004 - May 2005
Skills
Leadership, Risk Management, Cross-functional Team..., Military, Investments, Strategy, Series 7, Training, Team Building, Team Leadership, Retail Banking, Loans, Small Business Lending, Consumer Lending, Credit Analysis, Army, Operational Planning, Security Clearance, Military Experience, Process Improvement, Asset Management, Human Resources, Operations Management, Force Protection, Business Development, Sales, Military Operations, Project Management, DoD, Program Management, Financial Advisory, Security, Organizational..., Defense, Business Analysis, Financial Analysis, Financial Modeling, Uniform Combined State..., Insurance, Logistics, National Security, Experienced Sales..., Sales Presentations, Teamwork, World Class Customer..., Retail Sales Analysis, Series 66, Chartered Retirement..., Florida Life and Health..., Strategic Planning
Education
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Leadership and Management/ Systems Engineering
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters of Business Administration, Finance
Regions Financial Corporation September 2013 - Present
The Exchange February 2013 - May 2013
USAA August 2010 - July 2012
Edward Jones June 2008 - August 2010
US Army National Guard June 2008 - May 2010
US Army June 2005 - June 2008
US Army May 2004 - May 2005
Skills
Leadership, Risk Management, Cross-functional Team..., Military, Investments, Strategy, Series 7, Training, Team Building, Team Leadership, Retail Banking, Loans, Small Business Lending, Consumer Lending, Credit Analysis, Army, Operational Planning, Security Clearance, Military Experience, Process Improvement, Asset Management, Human Resources, Operations Management, Force Protection, Business Development, Sales, Military Operations, Project Management, DoD, Program Management, Financial Advisory, Security, Organizational..., Defense, Business Analysis, Financial Analysis, Financial Modeling, Uniform Combined State..., Insurance, Logistics, National Security, Experienced Sales..., Sales Presentations, Teamwork, World Class Customer..., Retail Sales Analysis, Series 66, Chartered Retirement..., Florida Life and Health..., Strategic Planning
Education
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Leadership and Management/ Systems Engineering
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters of Business Administration, Finance
Raymel Speed Raymel Speed's Edward Jones Experience August 2004 - January 2007
Job Office Manager at Lionheart Personal Training
Industry Banking
Experience
Lionheart Personal Training November 2012 - Present
Federal Reserve Bank of St. Louis April 2010 - November 2012
Federal Reserve Bank of St. Louis March 2009 - April 2010
Federal Reserve Bank of St. Louis June 2008 - March 2009
Federal Reserve Bank of St. Louis January 2007 - June 2008
Edward Jones August 2004 - January 2007
First Horizon Home Loans February 2003 - August 2004
Strano & Associates GMAC Real Estate June 1999 - February 2003
Insurance Consultants, Inc. September 1997 - June 1999
Safeco Insurance August 1995 - September 1997
Skills
Loans, Analysis, Data Analysis, Business Analysis, Customer Retention, Sales, Commitment to Customer..., Relationship Management, Key Account Management
Education
Truman State University 1987 — 1991
Bachelor of Arts (BA), Business Administration/Marketing
National Association of Pharmaceutical Sales Representatives
Graduate of NAPSRX's Pharmacology/Pharmaceutical Sales Training Program, CNPR Number 595892013
Lionheart Personal Training November 2012 - Present
Federal Reserve Bank of St. Louis April 2010 - November 2012
Federal Reserve Bank of St. Louis March 2009 - April 2010
Federal Reserve Bank of St. Louis June 2008 - March 2009
Federal Reserve Bank of St. Louis January 2007 - June 2008
Edward Jones August 2004 - January 2007
First Horizon Home Loans February 2003 - August 2004
Strano & Associates GMAC Real Estate June 1999 - February 2003
Insurance Consultants, Inc. September 1997 - June 1999
Safeco Insurance August 1995 - September 1997
Skills
Loans, Analysis, Data Analysis, Business Analysis, Customer Retention, Sales, Commitment to Customer..., Relationship Management, Key Account Management
Education
Truman State University 1987 — 1991
Bachelor of Arts (BA), Business Administration/Marketing
National Association of Pharmaceutical Sales Representatives
Graduate of NAPSRX's Pharmacology/Pharmaceutical Sales Training Program, CNPR Number 595892013
Jeff Adelung Jeff Adelung's Edward Jones Experience October 2009 - August 2011
Job Entrepreneur and Consultant
Industry Banking
Experience
Keystone Precision Manufacturing Services LLC. July 2013 - Present
Chipman Road Productions LLC. August 2011 - June 2013
Edward Jones October 2009 - August 2011
Westgate Consulting Group, Inc. December 2006 - December 2008
Merrill Lynch May 2000 - April 2005
United States Air Force May 1996 - April 2000
Skills
Management, Business Development, Team Building, Manufacturing, Start-ups, Military, Project Management, New Business Development, Networking, Sales Process, Aerospace, Direct Sales, Project Planning, Team Leadership, Investment Advisory, Investment Strategies, Investment Management, Strategy
Education
United States Air Force Academy 1990 — 1994
BAS
Keystone Precision Manufacturing Services LLC. July 2013 - Present
Chipman Road Productions LLC. August 2011 - June 2013
Edward Jones October 2009 - August 2011
Westgate Consulting Group, Inc. December 2006 - December 2008
Merrill Lynch May 2000 - April 2005
United States Air Force May 1996 - April 2000
Skills
Management, Business Development, Team Building, Manufacturing, Start-ups, Military, Project Management, New Business Development, Networking, Sales Process, Aerospace, Direct Sales, Project Planning, Team Leadership, Investment Advisory, Investment Strategies, Investment Management, Strategy
Education
United States Air Force Academy 1990 — 1994
BAS
Nick Perotta Nick Perotta's Edward Jones Experience May 2011 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
Stifel Financial Corp. October 2013 - Present
Edward Jones May 2011 - September 2013
Edward Jones May 2010 - February 2011
Walgreens May 2009 - May 2010
Education
Truman State University 2006 — 2010
Bachelors of Arts, Business Administration, Marketing
Stifel Financial Corp. October 2013 - Present
Edward Jones May 2011 - September 2013
Edward Jones May 2010 - February 2011
Walgreens May 2009 - May 2010
Education
Truman State University 2006 — 2010
Bachelors of Arts, Business Administration, Marketing
Sue Grover Sue Grover's Edward Jones Experience June 1995 - March 1999
Job Appplications Coordinator at Sisters of Mercy Health System
Industry Retail
Experience
Sisters of Mercy Health System February 2012 - Present
Save-A-Lot - a SUPERVALU company 1999 - February 2012
Edward Jones June 1995 - March 1999
Skills
Customer Service, Team Building, PowerPoint, Event Planning, Process Improvement, Retail, Process Scheduler, Data Analysis, Outlook, Merchandising, Marketing, Purchasing, Operations Management, Marketing Strategy, Healthcare, Inventory Management, Sales, Leadership, Epic Systems, Access, Budgets, Visio, HIPAA, Management, Software Documentation, Time Management, Coaching, Inventory Control, Recruiting, Public Speaking, Strategic Planning, Analysis, Employee Relations, Team Leadership, Project Planning, Account Management, Training, Customer Satisfaction, Leadership Development, Forecasting, Cross-functional Team...
Education
Truman State University 1990 — 1994
BA, Business
Sisters of Mercy Health System February 2012 - Present
Save-A-Lot - a SUPERVALU company 1999 - February 2012
Edward Jones June 1995 - March 1999
Skills
Customer Service, Team Building, PowerPoint, Event Planning, Process Improvement, Retail, Process Scheduler, Data Analysis, Outlook, Merchandising, Marketing, Purchasing, Operations Management, Marketing Strategy, Healthcare, Inventory Management, Sales, Leadership, Epic Systems, Access, Budgets, Visio, HIPAA, Management, Software Documentation, Time Management, Coaching, Inventory Control, Recruiting, Public Speaking, Strategic Planning, Analysis, Employee Relations, Team Leadership, Project Planning, Account Management, Training, Customer Satisfaction, Leadership Development, Forecasting, Cross-functional Team...
Education
Truman State University 1990 — 1994
BA, Business
Tom Kersting, CFA's Edward Jones Experience May 1997 - Present
Job Fixed Income Research Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones May 1997 - Present
Education
Truman State University 1994 — 1997
Bachelor of Arts (B.A.), Business Administration - Finance
Edward Jones May 1997 - Present
Education
Truman State University 1994 — 1997
Bachelor of Arts (B.A.), Business Administration - Finance
Nicholas Adkins's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
US Navy May 2008 - September 2013
Skills
Risk Management, Training, Personnel Management, Training Delivery, Performance Appraisal, Operational Risk..., Risk Analysis, Program Management, Military Aviation, Team Leadership, PowerPoint, Military, Military Operations, Security Clearance
Education
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Political Science and Government
Edward Jones October 2013 - Present
US Navy May 2008 - September 2013
Skills
Risk Management, Training, Personnel Management, Training Delivery, Performance Appraisal, Operational Risk..., Risk Analysis, Program Management, Military Aviation, Team Leadership, PowerPoint, Military, Military Operations, Security Clearance
Education
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Political Science and Government
Hammond Scott's Edward Jones Experience May 2004 - September 2012
Job Finanial Advisor at R.P.Cressend & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
R.P.Cressend & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - Present
Edward Jones May 2004 - September 2012
Black Top Records June 1980 - May 2002
Orleans Parish District Attorney's Office September 1981 - April 1988
Skills
Financial Analysis, Investment Strategies, Strategic Planning, Project Management, Business Strategy, Sales, Marketing, Insurance
Education
Tulane University Law School
Doctor of Law (J.D.), Law
R.P.Cressend & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - Present
Edward Jones May 2004 - September 2012
Black Top Records June 1980 - May 2002
Orleans Parish District Attorney's Office September 1981 - April 1988
Skills
Financial Analysis, Investment Strategies, Strategic Planning, Project Management, Business Strategy, Sales, Marketing, Insurance
Education
Tulane University Law School
Doctor of Law (J.D.), Law
Isaac Gardner's Edward Jones Experience July 2013 - August 2014
Job Student at Truman State University
Industry
Experience
Resource One Advisors LLC May 2015 - Present
Edward Jones July 2013 - August 2014
Skills
Public Speaking, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Social Media, Time Management, Microsoft Office, Customer Service
Education
Truman State University 2010 — 2014
Resource One Advisors LLC May 2015 - Present
Edward Jones July 2013 - August 2014
Skills
Public Speaking, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Social Media, Time Management, Microsoft Office, Customer Service
Education
Truman State University 2010 — 2014
Greg Blake Greg Blake's Edward Jones Experience 2002 - 2006
Job Senior Vice President of Sales & Operations
Industry Financial Services
Experience
Texas International Resources October 2014 - Present
SWBC January 2014 - October 2014
USAA 2010 - 2013
USAA 2008 - 2010
USAA 2007 - 2008
New York Life Insurance Company 2006 - 2007
Edward Jones 2002 - 2006
Helmerich & Payne 2000 - 2002
Helmerich & Payne 1998 - 2000
US Navy 1994 - 1998
Skills
Investments, Product Management, Strategic Financial..., Wealth Management, Leadership, Risk Management, Process Improvement, Insurance, Series 7, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Estate Planning, Investment Advisory, Analysis, Financial Modeling, Fixed Annuities, Team Leadership, Business Strategy, Investment Strategies, Underwriting, Financial Advisory, Operations Management, Finance, Financial Services, Certified Financial..., Financial Planners, Wealth, Life Insurance, Securities, Asset Management, Portfolio Management, Series 65, 401k, Investment Management, IRAs, Series 24, Series 63, Uniform Combined State..., FINRA, Wealth Management..., Personal Finance, Corporate Finance, Strategic Planning, Financial Analysis, Strategic Communications, Financial Planning
Education
University of La Verne 2000 — 2002
MBA, Leadership & Management
United States Naval Academy 1990 — 1994
BS, Engineering - Naval Architecture
Texas International Resources October 2014 - Present
SWBC January 2014 - October 2014
USAA 2010 - 2013
USAA 2008 - 2010
USAA 2007 - 2008
New York Life Insurance Company 2006 - 2007
Edward Jones 2002 - 2006
Helmerich & Payne 2000 - 2002
Helmerich & Payne 1998 - 2000
US Navy 1994 - 1998
Skills
Investments, Product Management, Strategic Financial..., Wealth Management, Leadership, Risk Management, Process Improvement, Insurance, Series 7, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Estate Planning, Investment Advisory, Analysis, Financial Modeling, Fixed Annuities, Team Leadership, Business Strategy, Investment Strategies, Underwriting, Financial Advisory, Operations Management, Finance, Financial Services, Certified Financial..., Financial Planners, Wealth, Life Insurance, Securities, Asset Management, Portfolio Management, Series 65, 401k, Investment Management, IRAs, Series 24, Series 63, Uniform Combined State..., FINRA, Wealth Management..., Personal Finance, Corporate Finance, Strategic Planning, Financial Analysis, Strategic Communications, Financial Planning
Education
University of La Verne 2000 — 2002
MBA, Leadership & Management
United States Naval Academy 1990 — 1994
BS, Engineering - Naval Architecture
Jen Graeff Jen Graeff's Edward Jones Experience August 2000 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones August 2000 - December 2006
Edward Jones 2000 - 2006
Education
Webster University 2004 — 2007
Master of Business Administration (MBA)
Truman State University 1995 — 1999
Bachelor of Science (BS), Business Administration and Marketing
Edward Jones August 2000 - December 2006
Edward Jones 2000 - 2006
Education
Webster University 2004 — 2007
Master of Business Administration (MBA)
Truman State University 1995 — 1999
Bachelor of Science (BS), Business Administration and Marketing
Stephen Dolgos Stephen Dolgos's Edward Jones Experience February 2015 - Present
Job Field Compliance Director at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
USAA June 2006 - February 2015
Ameriprise Financial Services, Inc. April 2005 - June 2006
LPL Financial August 2004 - April 2005
Ameriprise Financial Services, Inc. June 2002 - August 2004
US Navy May 1996 - September 2001
Skills
Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Series 63, IRAs, Uniform Combined State..., Securities, Financial Services, Financial Planning
Education
US Naval Academy 1992 — 1996
Bachelor of Science (B.S.), History
Edward Jones February 2015 - Present
USAA June 2006 - February 2015
Ameriprise Financial Services, Inc. April 2005 - June 2006
LPL Financial August 2004 - April 2005
Ameriprise Financial Services, Inc. June 2002 - August 2004
US Navy May 1996 - September 2001
Skills
Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Series 63, IRAs, Uniform Combined State..., Securities, Financial Services, Financial Planning
Education
US Naval Academy 1992 — 1996
Bachelor of Science (B.S.), History
Rachel Dodwell Rachel Dodwell's Edward Jones Experience December 2012 - Present
Job Senior Internal Auditor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2012 - Present
EY September 2009 - December 2012
Skills
Certified Public..., Assurance, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act
Education
Truman State University 2008 — 2009
Master's degree, Accounting
Truman State University 2004 — 2008
Bachelor of Science (BS), Accounting
Edward Jones December 2012 - Present
EY September 2009 - December 2012
Skills
Certified Public..., Assurance, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act
Education
Truman State University 2008 — 2009
Master's degree, Accounting
Truman State University 2004 — 2008
Bachelor of Science (BS), Accounting
Nathan Hoffman, CFA, CFP® Nathan Hoffman, CFA, CFP®'s Edward Jones Experience April 2013 - Present
Job Product Specialist, Investment Advisory at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones June 2011 - March 2013
Edward Jones June 2010 - May 2011
Target January 2010 - March 2010
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Product Management, Mutual Funds, Retirement Planning, Leadership, Marketing, Product Marketing, Competitive Analysis
Education
Truman State University 2005 — 2009
BS Business Administration, Marketing, Management
Edward Jones April 2013 - Present
Edward Jones June 2011 - March 2013
Edward Jones June 2010 - May 2011
Target January 2010 - March 2010
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Product Management, Mutual Funds, Retirement Planning, Leadership, Marketing, Product Marketing, Competitive Analysis
Education
Truman State University 2005 — 2009
BS Business Administration, Marketing, Management
Cathy Caracoti-Ionescu Cathy Caracoti-Ionescu's Edward Jones Experience September 2013 - Present
Job Product Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Edward Jones April 2009 - September 2013
BlackBerry October 2008 - April 2009
Consultant January 2007 - June 2008
Cation Network Solutions January 2004 - March 2007
NexTone Networks Inc 2007 - 2007
Skills
Business Analysis, PMP, Leadership, Project Management, Project Planning, SDLC, Six Sigma, Management, Public Relations, Program Management, Business Process..., Vendor Management, Integration, Product Management, Project Portfolio..., Software Project...
Education
Universitatea „Politehnica” din București 1976 — 1981
Master of Engineering (MEng)
Edward Jones September 2013 - Present
Edward Jones April 2009 - September 2013
BlackBerry October 2008 - April 2009
Consultant January 2007 - June 2008
Cation Network Solutions January 2004 - March 2007
NexTone Networks Inc 2007 - 2007
Skills
Business Analysis, PMP, Leadership, Project Management, Project Planning, SDLC, Six Sigma, Management, Public Relations, Program Management, Business Process..., Vendor Management, Integration, Product Management, Project Portfolio..., Software Project...
Education
Universitatea „Politehnica” din București 1976 — 1981
Master of Engineering (MEng)
Nancie Owsley's Edward Jones Experience February 2008 - May 2011
Job Client Relations Manager with Seasons Financial Group
Industry Financial Services
Experience
Seasons Financial Group June 2004 - Present
The Estée Lauder Companies Inc. 2013 - 2014
NeoStrata Company April 2005 - 2013
Edward Jones February 2008 - May 2011
Skills
Customer Service, Marketing, Social Media, Sales, Advertising, Sales Management, Strategic Planning, Marketing Strategy, Account Management, Social Media Marketing, Event Management, Team Leadership, Social Networking, Leadership, Event Planning, Public Relations, Public Speaking, Training, Marketing Communications, PowerPoint, Email Marketing, New Business Development, Team Building, Business Development, Salesforce.com, Budgets, Microsoft Office, Contract Negotiation, Microsoft Excel, Outlook, Fundraising
Education
Park Hill High School 1975 — 1978
Tulsa Community College
Petroleum Land Tech
Seasons Financial Group June 2004 - Present
The Estée Lauder Companies Inc. 2013 - 2014
NeoStrata Company April 2005 - 2013
Edward Jones February 2008 - May 2011
Skills
Customer Service, Marketing, Social Media, Sales, Advertising, Sales Management, Strategic Planning, Marketing Strategy, Account Management, Social Media Marketing, Event Management, Team Leadership, Social Networking, Leadership, Event Planning, Public Relations, Public Speaking, Training, Marketing Communications, PowerPoint, Email Marketing, New Business Development, Team Building, Business Development, Salesforce.com, Budgets, Microsoft Office, Contract Negotiation, Microsoft Excel, Outlook, Fundraising
Education
Park Hill High School 1975 — 1978
Tulsa Community College
Petroleum Land Tech
Brooke Donley Brooke Donley's Edward Jones Experience June 2013 - Present
Job Rotational Development Associate Research at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
University of Missouri-Columbia August 2011 - May 2013
Federal Reserve Bank of Kansas City June 2012 - August 2012
Alliance for Excellent Education June 2010 - August 2010
First Focus June 2009 - August 2009
Skills
Data Analysis, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Qualitative Research
Education
University of Missouri-Columbia, College of Business 2011 — 2013
Master of Business Administration, Finance, General
Tufts University 2007 — 2011
Bachelor of Arts, Child Development
Blue Valley West
Edward Jones June 2013 - Present
University of Missouri-Columbia August 2011 - May 2013
Federal Reserve Bank of Kansas City June 2012 - August 2012
Alliance for Excellent Education June 2010 - August 2010
First Focus June 2009 - August 2009
Skills
Data Analysis, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Qualitative Research
Education
University of Missouri-Columbia, College of Business 2011 — 2013
Master of Business Administration, Finance, General
Tufts University 2007 — 2011
Bachelor of Arts, Child Development
Blue Valley West
Kristin Lynch Kristin Lynch's Edward Jones Experience August 2000 - April 2011
Job Event, Group and Convention Services
Industry Leisure, Travel & Tourism
Experience
Grand Junction Visitor & Convention Bureau March 2013 - Present
Merrill Lynch September 2011 - February 2013
Edward Jones August 2000 - April 2011
Wichita Baseball Inc March 1998 - September 2000
Skills
Marketing, Advertising, Sponsorship, Management, Series 7, Retirement Planning, Securities, Customer Service, Investments, Event Planning, Sports Marketing, Asset Allocation, FINRA, Mutual Funds, Strategic Planning, Uniform Combined State..., Leadership, Series 63, Marketing Strategy, Community Relations
Education
Wichita State University 1996 — 1998
Master's of Education, Sports Administration
Truman State University 1991 — 1995
Bachelor of Science, Exercise Science
Grand Junction Visitor & Convention Bureau March 2013 - Present
Merrill Lynch September 2011 - February 2013
Edward Jones August 2000 - April 2011
Wichita Baseball Inc March 1998 - September 2000
Skills
Marketing, Advertising, Sponsorship, Management, Series 7, Retirement Planning, Securities, Customer Service, Investments, Event Planning, Sports Marketing, Asset Allocation, FINRA, Mutual Funds, Strategic Planning, Uniform Combined State..., Leadership, Series 63, Marketing Strategy, Community Relations
Education
Wichita State University 1996 — 1998
Master's of Education, Sports Administration
Truman State University 1991 — 1995
Bachelor of Science, Exercise Science
Craigg McRae Craigg McRae's Edward Jones Experience August 2003 - September 2014
Job Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Edward Jones August 2003 - September 2014
Skills
Series 7, Wealth Management, Retirement, Mutual Funds, Financial Planning, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's Degree, BS in Engineering
Wells Fargo Advisors August 2014 - Present
Edward Jones August 2003 - September 2014
Skills
Series 7, Wealth Management, Retirement, Mutual Funds, Financial Planning, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's Degree, BS in Engineering
Alec Rosen, AIF®'s Edward Jones Experience July 2010 - July 2011
Job AVP, Strategic Relationship Manager / Practice Management Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
LPL Financial October 2013 - August 2014
Pioneer Investments February 2012 - October 2013
Pioneer Investments July 2011 - February 2012
Edward Jones July 2010 - July 2011
Union College September 2006 - June 2010
State Street Bank June 2009 - September 2009
State Street Bank June 2008 - September 2008
Daedalus Capital June 2007 - September 2007
Skills
Finance, Equities, Strategy, Financial Markets, Business Development, Analysis, Market Research, Stocks, Bonds, Mutual Funds, Financial Services, Customer Service, Building Relationships, Series 7, Management, Marketing, Training, Coaching, Social Media Marketing, Relationship Management, Wealth Management, Salesforce.com
Education
Union College 2006 — 2010
Bachelor of Science (BS), Psychology
John Burroughs School
LPL Financial August 2014 - Present
LPL Financial October 2013 - August 2014
Pioneer Investments February 2012 - October 2013
Pioneer Investments July 2011 - February 2012
Edward Jones July 2010 - July 2011
Union College September 2006 - June 2010
State Street Bank June 2009 - September 2009
State Street Bank June 2008 - September 2008
Daedalus Capital June 2007 - September 2007
Skills
Finance, Equities, Strategy, Financial Markets, Business Development, Analysis, Market Research, Stocks, Bonds, Mutual Funds, Financial Services, Customer Service, Building Relationships, Series 7, Management, Marketing, Training, Coaching, Social Media Marketing, Relationship Management, Wealth Management, Salesforce.com
Education
Union College 2006 — 2010
Bachelor of Science (BS), Psychology
John Burroughs School
Erika Lambert Erika Lambert's Edward Jones Experience May 2008 - August 2010
Job MBA Candidate at Webstser UniversityGeorge Herbert Walker School of Business and Technology
Industry Financial Services
Experience
Webster University- George Herbert Walker School of Business and Technology October 2014 - Present
MOHELA October 2013 - Present
American Equity Mortgage April 2013 - September 2013
Convergys March 2012 - April 2013
Reliance Bank June 2011 - March 2012
Edward Jones May 2008 - August 2010
Grimco, Inc. May 2007 - August 2007
Skills
Strategic Planning, Event Planning, Human Resources, Microsoft Office, Community Outreach, Advertising, Salesforce.com, Market Research, Promotions, Organization, Leadership Development, Time Management, Customer Satisfaction, Customer Service, Leadership, Management, Applicant Tracking..., Microsoft Excel, PowerPoint, Recruiting, Microsoft Word, Outlook, New Hire Orientations, Temporary Placement, Social Networking, Data Analysis, Access, Hiring, Budgets, Teamwork, Organizational..., Interviews, Public Speaking, Employee Relations, Team Building, Training, Talent Acquisition, Onboarding, Project Planning, Team Leadership, Performance Management, Social Media, Employee Benefits, Analysis, Customer Retention, System Administration, Sales, Process Improvement, Account Management, Sourcing
Education
Webster University 2014 — 2017
Master of Business Administration (M.B.A.)
Tuskegee University 2006 — 2011
BS, Sales and Marketing
Webster University- George Herbert Walker School of Business and Technology October 2014 - Present
MOHELA October 2013 - Present
American Equity Mortgage April 2013 - September 2013
Convergys March 2012 - April 2013
Reliance Bank June 2011 - March 2012
Edward Jones May 2008 - August 2010
Grimco, Inc. May 2007 - August 2007
Skills
Strategic Planning, Event Planning, Human Resources, Microsoft Office, Community Outreach, Advertising, Salesforce.com, Market Research, Promotions, Organization, Leadership Development, Time Management, Customer Satisfaction, Customer Service, Leadership, Management, Applicant Tracking..., Microsoft Excel, PowerPoint, Recruiting, Microsoft Word, Outlook, New Hire Orientations, Temporary Placement, Social Networking, Data Analysis, Access, Hiring, Budgets, Teamwork, Organizational..., Interviews, Public Speaking, Employee Relations, Team Building, Training, Talent Acquisition, Onboarding, Project Planning, Team Leadership, Performance Management, Social Media, Employee Benefits, Analysis, Customer Retention, System Administration, Sales, Process Improvement, Account Management, Sourcing
Education
Webster University 2014 — 2017
Master of Business Administration (M.B.A.)
Tuskegee University 2006 — 2011
BS, Sales and Marketing
Don Furuya Don Furuya's Edward Jones Experience December 1999 - September 2005
Job Vice President of Investments at Raynmond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2015
Edward Jones December 1999 - September 2005
Skills
Investments, Insurance, Finance, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Asset Allocation
Education
Tufts University 1969 — 1972
Tufts University 1969 — 1972
English Language and Literature/Letters
Raymond James & Associates, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2015
Edward Jones December 1999 - September 2005
Skills
Investments, Insurance, Finance, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Asset Allocation
Education
Tufts University 1969 — 1972
Tufts University 1969 — 1972
English Language and Literature/Letters
Kayla Mosley Kayla Mosley's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Merrill Lynch Wealth Management June 2015 - Present
Edward Jones July 2014 - Present
BNY Mellon June 2013 - August 2013
UNCF Gateway to Leadership 2013 - 2013
Bunz Bar & Grill May 2012 - August 2012
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Accounting, Financial Reporting, Financial Modeling, Auditing, Customer Service, Teamwork, QuickBooks, Tax, Access, Banking, Time Management, Analysis, Microsoft Word, Microsoft Office, Corporate Finance, Series 7, Series 66, Securities, Financial Markets, Financial Services
Education
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Merrill Lynch Wealth Management June 2015 - Present
Edward Jones July 2014 - Present
BNY Mellon June 2013 - August 2013
UNCF Gateway to Leadership 2013 - 2013
Bunz Bar & Grill May 2012 - August 2012
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Accounting, Financial Reporting, Financial Modeling, Auditing, Customer Service, Teamwork, QuickBooks, Tax, Access, Banking, Time Management, Analysis, Microsoft Word, Microsoft Office, Corporate Finance, Series 7, Series 66, Securities, Financial Markets, Financial Services
Education
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Tuskegee University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Loren Stewart's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Bank of America June 2012 - February 2013
Bank of America January 2011 - June 2012
Disney Parks & Resorts June 2009 - January 2011
Duplantier & Meric Architects Inc June 2007 - May 2009
Education
Tulane University 2003 — 2009
Master of Architecture (M.Arch.)
Edward Jones February 2013 - Present
Bank of America June 2012 - February 2013
Bank of America January 2011 - June 2012
Disney Parks & Resorts June 2009 - January 2011
Duplantier & Meric Architects Inc June 2007 - May 2009
Education
Tulane University 2003 — 2009
Master of Architecture (M.Arch.)
Amber ElDorrado Amber ElDorrado's Edward Jones Experience May 2014 - May 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
SagePoint Financial May 2015 - Present
Edward Jones May 2014 - May 2015
Skills
Higher Education, Data Analysis, Event Planning, Leadership, Research, Public Speaking, Student Affairs, Time Management, Customer Service, Financial Advisory, Microsoft Office, Sales
Education
Tuskegee University 2008 — 2013
Bachelor of Science (BS), Sales and Marketing and Business Administration
King College Prep 2004 — 2008
SagePoint Financial May 2015 - Present
Edward Jones May 2014 - May 2015
Skills
Higher Education, Data Analysis, Event Planning, Leadership, Research, Public Speaking, Student Affairs, Time Management, Customer Service, Financial Advisory, Microsoft Office, Sales
Education
Tuskegee University 2008 — 2013
Bachelor of Science (BS), Sales and Marketing and Business Administration
King College Prep 2004 — 2008
James Courey James Courey's Edward Jones Experience March 2012 - December 2012
Job Recruitment Consultant at Drake International
Industry Retail
Experience
Drake International January 2013 - Present
Edward Jones March 2012 - December 2012
Apple Retail September 2009 - February 2012
Skills
iWork, iLife, OS X, Mac, Visual Merchandising, Keynote, iPhone, iOS, Retail, Mac OS, Customer Service, Driving Results, Merchandising, Action Oriented, Customer Experience, Microsoft Office, Store Operations, Photography, Photoshop, Inventory Control
Education
Mcgill
University of Montreal
Bachelor of Arts (B.A.), English Language and Literature/Letters
Drake International January 2013 - Present
Edward Jones March 2012 - December 2012
Apple Retail September 2009 - February 2012
Skills
iWork, iLife, OS X, Mac, Visual Merchandising, Keynote, iPhone, iOS, Retail, Mac OS, Customer Service, Driving Results, Merchandising, Action Oriented, Customer Experience, Microsoft Office, Store Operations, Photography, Photoshop, Inventory Control
Education
Mcgill
University of Montreal
Bachelor of Arts (B.A.), English Language and Literature/Letters
Matt Freeman - Industrial Sales Matt Freeman - Industrial Sales's Edward Jones Experience February 1994 - October 2006
Job Territory Sales Manager Terex Services at Terex Corporation
Industry Machinery
Experience
Terex Corporation December 2014 - Present
MH Equipment Company October 2012 - December 2014
Heartland Payment Systems September 2010 - October 2012
Scottrade February 2008 - September 2010
Edward Jones February 1994 - October 2006
Skills
Direct Sales, New Business Development, Cost Reduction, B2B, Account Management, Cold Calling, Customer Service, Consultative Selling, Sales Management, Negotiation, Contract Negotiation, Selling, Business Development
Education
Webster University 1995 — 2000
Master, Business Administration
Truman State University 1989 — 1993
BA, Psychology
Terex Corporation December 2014 - Present
MH Equipment Company October 2012 - December 2014
Heartland Payment Systems September 2010 - October 2012
Scottrade February 2008 - September 2010
Edward Jones February 1994 - October 2006
Skills
Direct Sales, New Business Development, Cost Reduction, B2B, Account Management, Cold Calling, Customer Service, Consultative Selling, Sales Management, Negotiation, Contract Negotiation, Selling, Business Development
Education
Webster University 1995 — 2000
Master, Business Administration
Truman State University 1989 — 1993
BA, Psychology
D.R. Randle D.R. Randle's Edward Jones Experience May 2007 - September 2007
Job Pastor at Cleveland Road Baptist Church
Industry Religious Institutions
Experience
Cleveland Road Baptist Church May 2008 - Present
SunTrust Bank December 2007 - May 2008
Edward Jones May 2007 - September 2007
Skills
Public Speaking, Strategic Financial..., Non-profits, Theology, Preaching, Nonprofits, Biblical Studies, Pastoral Care, Church Events, Missions, Religion, Pastoral Counseling, Discipleship, Youth Ministry, Evangelism, Apologetics, Church Growth, Expository Preaching, Student Ministry, Pastoring, Church Consulting, Gospel, Discipleship Training, Pastoral, Religious Studies, Bible, Exegesis, Hermeneutics, Spiritual Direction, Ministry Development, Conflict Resolution, Volunteer Management, Community Outreach
Education
New Orleans Baptist Theological Seminary 2000 — 2003
M.Div, Biblical Studies
Union University 1994 — 1999
B.A., Religion / Psychology
Cleveland Road Baptist Church May 2008 - Present
SunTrust Bank December 2007 - May 2008
Edward Jones May 2007 - September 2007
Skills
Public Speaking, Strategic Financial..., Non-profits, Theology, Preaching, Nonprofits, Biblical Studies, Pastoral Care, Church Events, Missions, Religion, Pastoral Counseling, Discipleship, Youth Ministry, Evangelism, Apologetics, Church Growth, Expository Preaching, Student Ministry, Pastoring, Church Consulting, Gospel, Discipleship Training, Pastoral, Religious Studies, Bible, Exegesis, Hermeneutics, Spiritual Direction, Ministry Development, Conflict Resolution, Volunteer Management, Community Outreach
Education
New Orleans Baptist Theological Seminary 2000 — 2003
M.Div, Biblical Studies
Union University 1994 — 1999
B.A., Religion / Psychology
William E. Haynes, III William E. Haynes, III's Edward Jones Experience July 1996 - March 2000
Job Managing Director Haynes Barker Investment Management, LLC
Industry Investment Management
Experience
Haynes Barker Investment Management, LLC April 2002 - Present
Youth Town of Tennessee, Inc. January 2006 - June 2010
The Salvation Army January 2004 - January 2006
West Tennessee Council of the Boyscouts of America January 1998 - January 2006
Merrill Lynch March 2000 - April 2002
Edward Jones July 1996 - March 2000
Union Planters Bank September 1990 - July 1996
Skills
Financial Analysis, Investments, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Endowments, Retirement, Financial Advisory, Investment Management, Financial Planners, Tax, Wealth, Asset Management, Analysis, Mergers & Acquisitions, High Net Worth..., Risk Management, Wealth Accumulation, Securities, Fixed Annuities, Strategy, Finance, Employee Benefits, Executive Management, Management, Financial Modeling
Education
Union University 1987 — 1990
BSBA Economics & Finance
The McCallie School 1984 — 1986
Haynes Barker Investment Management, LLC April 2002 - Present
Youth Town of Tennessee, Inc. January 2006 - June 2010
The Salvation Army January 2004 - January 2006
West Tennessee Council of the Boyscouts of America January 1998 - January 2006
Merrill Lynch March 2000 - April 2002
Edward Jones July 1996 - March 2000
Union Planters Bank September 1990 - July 1996
Skills
Financial Analysis, Investments, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Endowments, Retirement, Financial Advisory, Investment Management, Financial Planners, Tax, Wealth, Asset Management, Analysis, Mergers & Acquisitions, High Net Worth..., Risk Management, Wealth Accumulation, Securities, Fixed Annuities, Strategy, Finance, Employee Benefits, Executive Management, Management, Financial Modeling
Education
Union University 1987 — 1990
BSBA Economics & Finance
The McCallie School 1984 — 1986
Melissa Cullmann's Edward Jones Experience June 2012 - August 2012
Job Judicial Law Clerk at US District Courts
Industry Law Practice
Experience
US District Courts October 2014 - Present
Missouri Attorney General's Office August 2013 - September 2014
Edward Jones June 2012 - August 2012
U.S. Attorney's Office, St. Louis May 2011 - August 2011
U.S. Attorney's Office May 2009 - August 2010
Truman State Football September 2007 - May 2010
YMCA Literacy Council July 2008 - August 2008
McCarthy Building Companies April 2007 - August 2008
Skills
Courts, Criminal Law, Interviews, Editing, Research, Legal Writing, Legal Research, Westlaw, Litigation
Education
University of Missouri-Columbia School of Law 2010 — 2013
Juris Doctorate, Law
Truman State University 2006 — 2010
Bachelor of Science, Business Administration; Management and Marketing
Lindbergh
US District Courts October 2014 - Present
Missouri Attorney General's Office August 2013 - September 2014
Edward Jones June 2012 - August 2012
U.S. Attorney's Office, St. Louis May 2011 - August 2011
U.S. Attorney's Office May 2009 - August 2010
Truman State Football September 2007 - May 2010
YMCA Literacy Council July 2008 - August 2008
McCarthy Building Companies April 2007 - August 2008
Skills
Courts, Criminal Law, Interviews, Editing, Research, Legal Writing, Legal Research, Westlaw, Litigation
Education
University of Missouri-Columbia School of Law 2010 — 2013
Juris Doctorate, Law
Truman State University 2006 — 2010
Bachelor of Science, Business Administration; Management and Marketing
Lindbergh
Eric Sternberg Eric Sternberg's Edward Jones Experience May 2009 - August 2009
Job Derivatives Analyst at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 2011 - Present
Northern Trust November 2011 - April 2012
Northern Trust September 2011 - October 2011
CMS Solutions March 2011 - June 2011
Edward Jones May 2009 - August 2009
Corcoran's Pub January 2006 - January 2008
Education
Truman State University
Bachelor of Science, Finance
Northern Trust Company 2011 - Present
Northern Trust November 2011 - April 2012
Northern Trust September 2011 - October 2011
CMS Solutions March 2011 - June 2011
Edward Jones May 2009 - August 2009
Corcoran's Pub January 2006 - January 2008
Education
Truman State University
Bachelor of Science, Finance
Kyler Dawson Kyler Dawson's Edward Jones Experience February 2011 - April 2012
Job Finance Officer at DCCS L.L.C.
Industry Construction
Experience
Kize Concepts Inc February 2013 - Present
Edward Jones February 2011 - April 2012
Integrated Business Core August 2007 - December 2007
Skills
Program Management, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Research, Facebook, PowerPoint, Public Relations, Financial Analysis, Event Planning, Marketing, Customer Service, Social Media Marketing, Microsoft Word
Education
University of Oklahoma 2006 — 2010
BBA, Entrepreneurship & International Business
Universidad de Alcalá
Capstone Business Course
Università degli Studi di Siena
Entrepreneurship
Università di Bologna
Italian
Kize Concepts Inc February 2013 - Present
Edward Jones February 2011 - April 2012
Integrated Business Core August 2007 - December 2007
Skills
Program Management, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Research, Facebook, PowerPoint, Public Relations, Financial Analysis, Event Planning, Marketing, Customer Service, Social Media Marketing, Microsoft Word
Education
University of Oklahoma 2006 — 2010
BBA, Entrepreneurship & International Business
Universidad de Alcalá
Capstone Business Course
Università degli Studi di Siena
Entrepreneurship
Università di Bologna
Italian
Seth Cheikin Seth Cheikin's Edward Jones Experience March 2009 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
Morgan Stanley April 2008 - December 2008
New England Mortgage Company September 2006 - April 2008
Cafe Diva November 1998 - July 2005
Education
Union College 1991 — 1995
BS, Psychology, Physics
Edward Jones March 2009 - Present
Morgan Stanley April 2008 - December 2008
New England Mortgage Company September 2006 - April 2008
Cafe Diva November 1998 - July 2005
Education
Union College 1991 — 1995
BS, Psychology, Physics
Bryan DesLauriers Bryan DesLauriers's Edward Jones Experience July 2005 - August 2008
Job Financial Representative at Flood Financial Services
Industry Financial Services
Experience
Lincoln Financial Securities July 2014 - Present
Vermont Lake Monsters April 1998 - Present
Saint Albans Town Educational Center July 2010 - June 2014
Browns River Middle School August 2009 - June 2010
People's Securities August 2008 - August 2009
Edward Jones July 2005 - August 2008
Fairfield Center School July 2000 - June 2005
Skills
Financial Services, Teaching, Coaching, Sales, Curriculum Development, Social Networking, Tutoring, Teacher Training, Curriculum Design, Fundraising, Nonprofits, Public Speaking, Customer Service, Social Media, Research
Education
University of Vermont 2011 — 2014
Masters Degree, Mathematics
University of Vermont 1996 — 2000
Bachelor of Arts (B.A.), Secondary Education and Teaching
US Air Force Academy 1996 — 1996
none, Military History
Lincoln Financial Securities July 2014 - Present
Vermont Lake Monsters April 1998 - Present
Saint Albans Town Educational Center July 2010 - June 2014
Browns River Middle School August 2009 - June 2010
People's Securities August 2008 - August 2009
Edward Jones July 2005 - August 2008
Fairfield Center School July 2000 - June 2005
Skills
Financial Services, Teaching, Coaching, Sales, Curriculum Development, Social Networking, Tutoring, Teacher Training, Curriculum Design, Fundraising, Nonprofits, Public Speaking, Customer Service, Social Media, Research
Education
University of Vermont 2011 — 2014
Masters Degree, Mathematics
University of Vermont 1996 — 2000
Bachelor of Arts (B.A.), Secondary Education and Teaching
US Air Force Academy 1996 — 1996
none, Military History
Rachel Pennington Rachel Pennington's Edward Jones Experience July 2011 - August 2011
Job Corporate Flight Attendant
Industry Airlines/Aviation
Experience
Contract 2012 - Present
Edward Jones July 2011 - August 2011
Dynamic Aviation May 2010 - August 2010
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Commerce, 3.6/4.0
Universidad Francisco de Vitoria 2011 — 2011
ADE - Administración y Dirección de Empresas
Contract 2012 - Present
Edward Jones July 2011 - August 2011
Dynamic Aviation May 2010 - August 2010
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Commerce, 3.6/4.0
Universidad Francisco de Vitoria 2011 — 2011
ADE - Administración y Dirección de Empresas
Scott Parres Scott Parres's Edward Jones Experience April 2004 - June 2006
Job Director, Field Training at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts June 2010 - Present
Citi June 2006 - June 2010
Edward Jones April 2004 - June 2006
AG Edwards February 2004 - April 2004
Edward Jones April 2000 - February 2004
General Electric July 1995 - April 2000
Skills
Training, Leadership, Coaching, Public Speaking, Consulting, Management, Marketing, Process Improvement, Sales, Leadership Development, Time Management
Education
Truman State University 1984 — 1988
Bachelor of Science in Education, Social Science
Express Scripts June 2010 - Present
Citi June 2006 - June 2010
Edward Jones April 2004 - June 2006
AG Edwards February 2004 - April 2004
Edward Jones April 2000 - February 2004
General Electric July 1995 - April 2000
Skills
Training, Leadership, Coaching, Public Speaking, Consulting, Management, Marketing, Process Improvement, Sales, Leadership Development, Time Management
Education
Truman State University 1984 — 1988
Bachelor of Science in Education, Social Science
Jeffrey Hallin Jeffrey Hallin's Edward Jones Experience 1993 - 1994
Job Financial Advisor and Realtor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
Nicolette Nelson Nicolette Nelson's Edward Jones Experience May 2013 - July 2013
Job Tax Intern at Deloitte
Industry Accounting
William Boyd's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Serra Jackson December 2013 - March 2014
Sculleys Golf Course January 2009 - November 2013
Highland Green Golf Course January 2009 - May 2010
Spring Creek ranch May 2008 - August 2008
Skills
Sales, Public Relations, Golf, Team Building, Training, Communications, Athletic Performance, Interviews, Golf Courses, Time Management, Newsletters, Club, Program Management, Retail, Social Networking, Media Relations, Press Releases, Editing, Series 7, Series 66, Strategic Financial..., Variable Annuities, 401k, 401k Rollovers, Variable Life Insurance, Mutual Funds, Equities, Estate Planning, College Savings Plans, 403 b, IRAs, Roth IRA
Education
Union University 2004 — 2008
Bachelor of Arts (B.A.), Journalism
Edward Jones March 2014 - Present
Serra Jackson December 2013 - March 2014
Sculleys Golf Course January 2009 - November 2013
Highland Green Golf Course January 2009 - May 2010
Spring Creek ranch May 2008 - August 2008
Skills
Sales, Public Relations, Golf, Team Building, Training, Communications, Athletic Performance, Interviews, Golf Courses, Time Management, Newsletters, Club, Program Management, Retail, Social Networking, Media Relations, Press Releases, Editing, Series 7, Series 66, Strategic Financial..., Variable Annuities, 401k, 401k Rollovers, Variable Life Insurance, Mutual Funds, Equities, Estate Planning, College Savings Plans, 403 b, IRAs, Roth IRA
Education
Union University 2004 — 2008
Bachelor of Arts (B.A.), Journalism
Christopher Moulton's Edward Jones Experience June 2015 - August 2015
Job Financial Advisor Intern Edward Jones, Senior StudentAthlete at the University of St. Thomas Financial Management
Industry Sporting Goods
Experience
Pro Image Sports August 2009 - Present
Edward Jones June 2015 - August 2015
Pro Image Sports June 2014 - January 2015
Minnesota Elite Lacrosse Club September 2011 - August 2014
Pro Image Sports June 2011 - September 2011
Skills
Social Networking, Sports Coaching, Social Media, Microsoft Office, Retail Sales, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Event Planning, Marketing Strategy, Sporting Goods, Retail Marketing, Sports Marketing, Management, Selling Skills, Quickbooks Point of Sale
Education
University of St. Thomas 2012 — 2016
Bachelor's Degree, Financial Management, 3.7/4.0 GPA
UCL 2014 — 2014
Business
Wittenberg University 2012 — 2012
Pro Image Sports August 2009 - Present
Edward Jones June 2015 - August 2015
Pro Image Sports June 2014 - January 2015
Minnesota Elite Lacrosse Club September 2011 - August 2014
Pro Image Sports June 2011 - September 2011
Skills
Social Networking, Sports Coaching, Social Media, Microsoft Office, Retail Sales, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Event Planning, Marketing Strategy, Sporting Goods, Retail Marketing, Sports Marketing, Management, Selling Skills, Quickbooks Point of Sale
Education
University of St. Thomas 2012 — 2016
Bachelor's Degree, Financial Management, 3.7/4.0 GPA
UCL 2014 — 2014
Business
Wittenberg University 2012 — 2012
Mathew A. Koeneker's Edward Jones Experience August 1997 - August 2002
Job When helping yourself is also helping others, it is truly a winwin situation.
Industry Health, Wellness and Fitness
Experience
ViSalus March 2015 - Present
Sabbatical / Extended Leave July 2014 - March 2015
Steven Becker Fine Dining September 2009 - June 2014
Double Helix Corporation June 2009 - June 2010
Sara Lee Corporation December 2009 - April 2010
LHM Inc. January 2003 - March 2009
Edward Jones August 1997 - August 2002
Tipitina's Music Club January 1995 - June 1997
Banc One August 1994 - December 1995
Teach For America April 1993 - September 1993
Skills
Public Speaking, Event Management, Event Planning, Strategic Planning, Microsoft Office, Editing, Social Networking, Project Management, Social Media Marketing, Public Relations, Online Advertising, Non-profits, Advertising, Customer Service, Email Marketing, Fundraising, Budgets, Marketing, Nonprofits, Management, Marketing Communications
Education
Tulane University 1990 — 1996
Communication
Chaminade 1987 — 1990
HS, College Prep
ViSalus March 2015 - Present
Sabbatical / Extended Leave July 2014 - March 2015
Steven Becker Fine Dining September 2009 - June 2014
Double Helix Corporation June 2009 - June 2010
Sara Lee Corporation December 2009 - April 2010
LHM Inc. January 2003 - March 2009
Edward Jones August 1997 - August 2002
Tipitina's Music Club January 1995 - June 1997
Banc One August 1994 - December 1995
Teach For America April 1993 - September 1993
Skills
Public Speaking, Event Management, Event Planning, Strategic Planning, Microsoft Office, Editing, Social Networking, Project Management, Social Media Marketing, Public Relations, Online Advertising, Non-profits, Advertising, Customer Service, Email Marketing, Fundraising, Budgets, Marketing, Nonprofits, Management, Marketing Communications
Education
Tulane University 1990 — 1996
Communication
Chaminade 1987 — 1990
HS, College Prep
Elias Razzouk's Edward Jones Experience June 2015 - Present
Job Student at the University of Arizona, Eller College of Management
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Turner Construction Company June 2014 - August 2014
Capstone Collegiate Communities October 2013 - May 2014
Fidelity Investments January 2014 - January 2014
Skills
Sales, Management, Leases, Apartments, Microsoft Excel, Financial Analysis, Finance, Social Networking, Customer Service, Leadership, Teamwork, Public Speaking, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
University of Arizona 2013 — 2016
Bachelor's Degree, Finance
Universitat de Barcelona 2013 — 2013
Spanish Language and Literature
Edward Jones June 2015 - Present
Turner Construction Company June 2014 - August 2014
Capstone Collegiate Communities October 2013 - May 2014
Fidelity Investments January 2014 - January 2014
Skills
Sales, Management, Leases, Apartments, Microsoft Excel, Financial Analysis, Finance, Social Networking, Customer Service, Leadership, Teamwork, Public Speaking, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
University of Arizona 2013 — 2016
Bachelor's Degree, Finance
Universitat de Barcelona 2013 — 2013
Spanish Language and Literature
David Goins David Goins's Edward Jones Experience 1995 - 2004
Job Goins Wealth Strategies
Industry Financial Services
Experience
Goins Wealth Strategies March 2009 - Present
Smith Barney 2004 - 2009
Edward Jones 1995 - 2004
Prudential Securities 1993 - 1995
Education
United States Naval Academy 1980 — 1984
B.S.
Goins Wealth Strategies March 2009 - Present
Smith Barney 2004 - 2009
Edward Jones 1995 - 2004
Prudential Securities 1993 - 1995
Education
United States Naval Academy 1980 — 1984
B.S.
Kevin Shaughnessy, CFP® Kevin Shaughnessy, CFP®'s Edward Jones Experience May 2015 - Present
Job Client Consultation Group Case Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Wells Fargo Advisors March 2012 - May 2015
MetLife September 2008 - March 2012
CFBISD June 2006 - August 2008
United States Department of Defense August 2005 - December 2005
Skills
Certified Financial..., Trust Services, Series 7, Series 65, Series 63, Investment Advisory, Life & Health Insurance..., Series 6
Education
Truman State University
Master's degree, Education
Truman State University
Bachelor's degree, History
St. Louis University High School
Edward Jones May 2015 - Present
Wells Fargo Advisors March 2012 - May 2015
MetLife September 2008 - March 2012
CFBISD June 2006 - August 2008
United States Department of Defense August 2005 - December 2005
Skills
Certified Financial..., Trust Services, Series 7, Series 65, Series 63, Investment Advisory, Life & Health Insurance..., Series 6
Education
Truman State University
Master's degree, Education
Truman State University
Bachelor's degree, History
St. Louis University High School
Sherry (Xueer) Kong's Edward Jones Experience September 2014 - January 2015
Job M.S. in Supply Chain Management Candidate at Washington University in St. Louis
Industry Logistics and Supply Chain
Experience
Bosera Asset Management June 2015 - August 2015
KLIFE Ministries February 2015 - May 2015
Edward Jones September 2014 - January 2015
Roland Berger Strategy Consultants May 2013 - August 2013
Sino Elite Education (华英教育集团) March 2011 - May 2011
Luzheng Investment Management (鲁证创业投资有限公司) June 2010 - July 2010
Skills
Economics, Microsoft Excel, Crystal Ball, Microsoft Project, PowerPoint, Research, Presentations, Financial Analysis, Microsoft Word, Expository Writing, Finance, Mandarin, Project Management, Data Analysis, Financial Modeling, Public Speaking, Teamwork, Market Research, Statistics, Analysis, Investments, Corporate Finance, Business Strategy, Consulting, Process Improvement
Education
Université Paris Dauphine 2015 — 2015
Study Abroad
Washington University in St. Louis - Olin Business School 2014 — 2015
Master of Science (M.S.), Supply Chain Management
Washington University in St. Louis 2009 — 2014
Bachelor of Arts (B.A.), Economics, History, Finance
University of California, Berkeley 2011 — 2011
Summer School, Political Science and Government, World Geography
Shenzhen Foreign Languages School 2006 — 2009
High School Diploma, History, Top 5%
Bosera Asset Management June 2015 - August 2015
KLIFE Ministries February 2015 - May 2015
Edward Jones September 2014 - January 2015
Roland Berger Strategy Consultants May 2013 - August 2013
Sino Elite Education (华英教育集团) March 2011 - May 2011
Luzheng Investment Management (鲁证创业投资有限公司) June 2010 - July 2010
Skills
Economics, Microsoft Excel, Crystal Ball, Microsoft Project, PowerPoint, Research, Presentations, Financial Analysis, Microsoft Word, Expository Writing, Finance, Mandarin, Project Management, Data Analysis, Financial Modeling, Public Speaking, Teamwork, Market Research, Statistics, Analysis, Investments, Corporate Finance, Business Strategy, Consulting, Process Improvement
Education
Université Paris Dauphine 2015 — 2015
Study Abroad
Washington University in St. Louis - Olin Business School 2014 — 2015
Master of Science (M.S.), Supply Chain Management
Washington University in St. Louis 2009 — 2014
Bachelor of Arts (B.A.), Economics, History, Finance
University of California, Berkeley 2011 — 2011
Summer School, Political Science and Government, World Geography
Shenzhen Foreign Languages School 2006 — 2009
High School Diploma, History, Top 5%
Kelsey Laird's Edward Jones Experience June 2015 - Present
Job Advisory Solutions Team Generalist at Edward Jones
Industry Investment Management
Experience
Edward Jones June 2015 - Present
Edward Jones June 2013 - May 2015
Auditec Solutions, Inc. April 2011 - June 2013
Allen and Company LLC Conference January 2005 - July 2010
Primo Restaurant August 2009 - May 2010
Bridgman Florist January 2006 - January 2008
Sun Valley Garden Center May 2006 - August 2006
Bellissimo 2005 - 2006
Skills
Customer Service, Invoicing, Accounting, Auditing, Financial Accounting, Accounts Payable, Compliance, Account Reconciliation, FoxPro, Balance, Cash Management, Analysis, Cash Flow, Time Management
Education
University of Arizona 2006 — 2010
Bachelor of Arts, Spanish
Universidad de Alcalá 2008 — 2008
Bachelor of Arts (B.A.), Spanish (literature, art history)
Edward Jones June 2015 - Present
Edward Jones June 2013 - May 2015
Auditec Solutions, Inc. April 2011 - June 2013
Allen and Company LLC Conference January 2005 - July 2010
Primo Restaurant August 2009 - May 2010
Bridgman Florist January 2006 - January 2008
Sun Valley Garden Center May 2006 - August 2006
Bellissimo 2005 - 2006
Skills
Customer Service, Invoicing, Accounting, Auditing, Financial Accounting, Accounts Payable, Compliance, Account Reconciliation, FoxPro, Balance, Cash Management, Analysis, Cash Flow, Time Management
Education
University of Arizona 2006 — 2010
Bachelor of Arts, Spanish
Universidad de Alcalá 2008 — 2008
Bachelor of Arts (B.A.), Spanish (literature, art history)
Theophilus Linwood Woodley's Edward Jones Experience May 2012 - August 2012
Job Ultra High Net Worth Money Movement Specialist at Vanguard
Industry Investment Management
Experience
Vanguard October 2015 - Present
Black Legacy, LLC August 2014 - Present
Vanguard July 2013 - September 2015
Transamerica Life Insurance Company August 2009 - January 2014
Winston-Salem State University January 2013 - May 2013
Edward Jones May 2012 - August 2012
WSSU Ramdition Program August 2010 - August 2012
Winston-Salem State University May 2011 - May 2012
Altria May 2011 - August 2011
Target December 2007 - May 2011
Skills
Leadership, Event Planning, Budgets, Public Speaking, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Press Releases, Risk Management, Retail, Microsoft Word, Insurance, Finance, Nonprofits, Portfolio Management, Investments, Coaching, Community Outreach, Fundraising, Team Leadership, Strategic Planning, Leadership Development, Social Media Marketing, Time Management, Project Management, Social Media, Access, Critical Thinking, Accounting, Outlook
Education
Universidad Pablo de Olavide 2013 — 2013
Study Abroad, Spanish and Iberian Studies
Winston-Salem State University 2008 — 2013
Bachelor's Of Science, Finance and Economics
Vanguard October 2015 - Present
Black Legacy, LLC August 2014 - Present
Vanguard July 2013 - September 2015
Transamerica Life Insurance Company August 2009 - January 2014
Winston-Salem State University January 2013 - May 2013
Edward Jones May 2012 - August 2012
WSSU Ramdition Program August 2010 - August 2012
Winston-Salem State University May 2011 - May 2012
Altria May 2011 - August 2011
Target December 2007 - May 2011
Skills
Leadership, Event Planning, Budgets, Public Speaking, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Press Releases, Risk Management, Retail, Microsoft Word, Insurance, Finance, Nonprofits, Portfolio Management, Investments, Coaching, Community Outreach, Fundraising, Team Leadership, Strategic Planning, Leadership Development, Social Media Marketing, Time Management, Project Management, Social Media, Access, Critical Thinking, Accounting, Outlook
Education
Universidad Pablo de Olavide 2013 — 2013
Study Abroad, Spanish and Iberian Studies
Winston-Salem State University 2008 — 2013
Bachelor's Of Science, Finance and Economics
Ryan Richard's Edward Jones Experience May 2015 - August 2015
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - August 2015
J Barrett & Company May 2015 - June 2015
Northwestern Mutual May 2014 - September 2014
Essex County Club May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Social Media, Event Planning, Teamwork, Social Networking, Public Speaking, Customer Service, Facebook, Leadership, Research, Time Management, Business Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's Degree, Finance and Economics
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Universitat Autònoma de Barcelona 2015 — 2015
Bachelor's Degree, International Finance and International Economics
Hamilton-Wenham Regional High School 2008 — 2012
High School, 3.70
Edward Jones May 2015 - August 2015
J Barrett & Company May 2015 - June 2015
Northwestern Mutual May 2014 - September 2014
Essex County Club May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Social Media, Event Planning, Teamwork, Social Networking, Public Speaking, Customer Service, Facebook, Leadership, Research, Time Management, Business Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's Degree, Finance and Economics
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Universitat Autònoma de Barcelona 2015 — 2015
Bachelor's Degree, International Finance and International Economics
Hamilton-Wenham Regional High School 2008 — 2012
High School, 3.70
Liana Casciani's Edward Jones Experience June 2013 - December 2014
Job Helping local businesses one post at a time.
Industry Marketing and Advertising
Experience
Main Street Hub July 2015 - Present
eCornell May 2013 - Present
Via Girasole Wine Bar & Pittsford Wine and Spirits June 2015 - Present
Ithaca College August 2011 - June 2015
Edward Jones June 2013 - December 2014
Enoteca Bacco September 2012 - December 2012
Village Critter Outfitter June 2012 - August 2012
The Karma Sauce Company June 2012 - August 2012
The Moxie Exchange May 2012 - July 2012
Plato's Closet June 2011 - August 2011
Skills
Marketing, Social Media, Leadership, Customer Service, Facebook, Advertising, Social Media Marketing, Event Planning, Online Marketing, Teamwork, Social Networking, Sales, Public Speaking, Time Management, PowerPoint, Management, Microsoft Excel, Microsoft Office, International Relations, iMovie, Blogging, Microsoft Word, Event Management, Fundraising, CRM, Tumblr, Editing, Team Leadership, Training, SPSS, Mac OS X, Mac, Final Cut Pro, Outlook, YouTube, Email Marketing, Resume Writing, Research, Team Building, Competitive Analysis, Networking, Coaching, Pinterest, Public Relations, InDesign
Education
Ithaca College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Ithaca College 2010 — 2014
BA, Business Administration with concentrations in International Business and Marketing, 3.56
Università Cattolica del Sacro Cuore 2012 — 2013
Bachelor of Business Administration (B.B.A.), Italian, 4.0
Pittsford Sutherland High School 2006 — 2010
High School Diploma, Business/Commerce, General
Main Street Hub July 2015 - Present
eCornell May 2013 - Present
Via Girasole Wine Bar & Pittsford Wine and Spirits June 2015 - Present
Ithaca College August 2011 - June 2015
Edward Jones June 2013 - December 2014
Enoteca Bacco September 2012 - December 2012
Village Critter Outfitter June 2012 - August 2012
The Karma Sauce Company June 2012 - August 2012
The Moxie Exchange May 2012 - July 2012
Plato's Closet June 2011 - August 2011
Skills
Marketing, Social Media, Leadership, Customer Service, Facebook, Advertising, Social Media Marketing, Event Planning, Online Marketing, Teamwork, Social Networking, Sales, Public Speaking, Time Management, PowerPoint, Management, Microsoft Excel, Microsoft Office, International Relations, iMovie, Blogging, Microsoft Word, Event Management, Fundraising, CRM, Tumblr, Editing, Team Leadership, Training, SPSS, Mac OS X, Mac, Final Cut Pro, Outlook, YouTube, Email Marketing, Resume Writing, Research, Team Building, Competitive Analysis, Networking, Coaching, Pinterest, Public Relations, InDesign
Education
Ithaca College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Ithaca College 2010 — 2014
BA, Business Administration with concentrations in International Business and Marketing, 3.56
Università Cattolica del Sacro Cuore 2012 — 2013
Bachelor of Business Administration (B.B.A.), Italian, 4.0
Pittsford Sutherland High School 2006 — 2010
High School Diploma, Business/Commerce, General
Katrina Hubbard, M.S., M.Ed., IACCP® Katrina Hubbard, M.S., M.Ed., IACCP®'s Edward Jones Experience April 2010 - November 2011
Job Compliance Associate at Kennedy Capital Management, Inc. University of MOSt. Louis PhD Candidate
Industry Financial Services
Experience
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Bryan Strong Bryan Strong's Edward Jones Experience 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2003 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services, 401(k)s, 403(b)s, SIMPLE IRAs, Fixed Annuities, Variable Annuities, Roth IRA, Traditional IRA, 529 Plans, Fixed Income, Estate Planning
Education
United States Military Academy at West Point 1982 — 1986
Bachelor of Science (B.S.)
Edward Jones 2003 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services, 401(k)s, 403(b)s, SIMPLE IRAs, Fixed Annuities, Variable Annuities, Roth IRA, Traditional IRA, 529 Plans, Fixed Income, Estate Planning
Education
United States Military Academy at West Point 1982 — 1986
Bachelor of Science (B.S.)
Julie Renfert's Edward Jones Experience August 2012 - Present
Job Business Support Specialist, Investment Advisory at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Edward Jones November 2006 - Present
Express Scripts May 2005 - October 2006
L. J. Hart & Company January 2002 - May 2005
Skills
Financial Analysis, Securities, Investments, Finance, Series 7, Financial Modeling, Investment Advisory, Series 66
Education
Truman State University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Edward Jones August 2012 - Present
Edward Jones November 2006 - Present
Express Scripts May 2005 - October 2006
L. J. Hart & Company January 2002 - May 2005
Skills
Financial Analysis, Securities, Investments, Finance, Series 7, Financial Modeling, Investment Advisory, Series 66
Education
Truman State University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Susette Gomez Medina Susette Gomez Medina's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Websense February 2014 - August 2014
Telindus Belgacom ICT June 2007 - July 2012
Touchbase November 2006 - June 2007
Telindus March 2004 - October 2006
New Global Telecom November 2002 - October 2003
Skills
Data Center, Unified Communications, Sales Management, Managed Services, Telecommunications, Network Security, English, Spanish, Teamwork, Sales, Cisco Technologies, Leadership, Product Management, Marketing, Proactivity, Self Starter, Creative Problem Solving, Hard Worker, Energy Efficiency, Network Design, IP, Wireless, Security, Engineering, Electrical Engineering, Integration, Strategy, Costumer Service, People Skills, Business Development, Solution Selling, CRM, B2B, Marketing Strategy, Problem Solving
Education
IEB (Universidad Complutense de Madrid/Instituto de Estudios Bursatiles) 2004 — 2005
Executive MBA
Universidad Metropolitana (VE) 1998 — 2003
Electrical Engineering, Telecomunication, Energy, Electronics & Automation
SRL
Edward Jones September 2014 - Present
Websense February 2014 - August 2014
Telindus Belgacom ICT June 2007 - July 2012
Touchbase November 2006 - June 2007
Telindus March 2004 - October 2006
New Global Telecom November 2002 - October 2003
Skills
Data Center, Unified Communications, Sales Management, Managed Services, Telecommunications, Network Security, English, Spanish, Teamwork, Sales, Cisco Technologies, Leadership, Product Management, Marketing, Proactivity, Self Starter, Creative Problem Solving, Hard Worker, Energy Efficiency, Network Design, IP, Wireless, Security, Engineering, Electrical Engineering, Integration, Strategy, Costumer Service, People Skills, Business Development, Solution Selling, CRM, B2B, Marketing Strategy, Problem Solving
Education
IEB (Universidad Complutense de Madrid/Instituto de Estudios Bursatiles) 2004 — 2005
Executive MBA
Universidad Metropolitana (VE) 1998 — 2003
Electrical Engineering, Telecomunication, Energy, Electronics & Automation
SRL
Lydia Lewis Lydia Lewis's Edward Jones Experience June 2009 - October 2010
Job SEM Professional
Industry Marketing and Advertising
Experience
ChannelAdvisor May 2013 - October 2014
Cramer-Krasselt February 2012 - September 2012
MediaCom October 2010 - September 2011
Edward Jones June 2009 - October 2010
Anheuser-Busch, Inc June 2008 - August 2008
Skills
Online Marketing, PPC, Project Management, Microsoft Office, SEM, Google Adwords, Mobile Marketing, Digital Marketing, MSN AdCenter, Online Advertising, Web Analytics
Education
University of Missouri-Columbia 2005 — 2009
BS Business Administration, Finance
Università degli Studi di Bergamo 2008 — 2008
International Finance and International Banking
ChannelAdvisor May 2013 - October 2014
Cramer-Krasselt February 2012 - September 2012
MediaCom October 2010 - September 2011
Edward Jones June 2009 - October 2010
Anheuser-Busch, Inc June 2008 - August 2008
Skills
Online Marketing, PPC, Project Management, Microsoft Office, SEM, Google Adwords, Mobile Marketing, Digital Marketing, MSN AdCenter, Online Advertising, Web Analytics
Education
University of Missouri-Columbia 2005 — 2009
BS Business Administration, Finance
Università degli Studi di Bergamo 2008 — 2008
International Finance and International Banking
Ryan Hashemi Ryan Hashemi's Edward Jones Experience April 2014 - Present
Job Associate Analyst Research at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2014 - Present
Bulldog Student Investment Fund May 2011 - Present
Monsanto June 2013 - April 2014
Monsanto May 2012 - August 2012
Host Bully, LLC May 2007 - August 2009
Skills
Entrepreneurship, Investments, Finance, Microsoft Excel, Business Analysis, Data Analysis, Statistics, Valuation, Research
Education
Truman State University 2010 — 2013
B.S., Finance, Major GPA: 3.92/4.0
Marquette High School
Edward Jones April 2014 - Present
Bulldog Student Investment Fund May 2011 - Present
Monsanto June 2013 - April 2014
Monsanto May 2012 - August 2012
Host Bully, LLC May 2007 - August 2009
Skills
Entrepreneurship, Investments, Finance, Microsoft Excel, Business Analysis, Data Analysis, Statistics, Valuation, Research
Education
Truman State University 2010 — 2013
B.S., Finance, Major GPA: 3.92/4.0
Marquette High School
Daniel Ortwerth Daniel Ortwerth's Edward Jones Experience October 2004 - Present
Job Air Battle Manager at 157th Air Operations Centre
Industry Financial Services
Experience
157th Air Operations Centre July 2013 - Present
Edward Jones October 2004 - Present
A.G. Edwards January 2001 - October 2004
United States Air Force May 1991 - January 2001
Skills
Chartered Financial..., Competitive Analysis, Investments, Equity Research, Finance, Military Operations, Portfolio Management, Corporate Finance, Financial Modeling, Securities, Asset Allocation, Financial Advisory, Mutual Funds
Education
Air Command and Staff College 2010 — 2011
Master of Military Operational Art and Science, Military Joint Operations Planning and Strategy
Washington University in St. Louis 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
US Air Force Academy 1987 — 1991
Bachelor of Science (B.S.), Russian History
157th Air Operations Centre July 2013 - Present
Edward Jones October 2004 - Present
A.G. Edwards January 2001 - October 2004
United States Air Force May 1991 - January 2001
Skills
Chartered Financial..., Competitive Analysis, Investments, Equity Research, Finance, Military Operations, Portfolio Management, Corporate Finance, Financial Modeling, Securities, Asset Allocation, Financial Advisory, Mutual Funds
Education
Air Command and Staff College 2010 — 2011
Master of Military Operational Art and Science, Military Joint Operations Planning and Strategy
Washington University in St. Louis 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
US Air Force Academy 1987 — 1991
Bachelor of Science (B.S.), Russian History
Brad Underwood Brad Underwood's Edward Jones Experience August 2013 - August 2014
Job Life and Financial Specialist at Allstate
Industry Financial Services
Experience
Allstate August 2014 - Present
Edward Jones August 2013 - August 2014
Skills
Strategic Planning, Psychotherapy, Leadership Development, Social Services, Leadership, Psychology, Mental Health, Crisis Intervention, Finance, Program Management, Process Improvement, Risk Management, Strategy, Government, Operations Management, Budgets, Team Building, Cross-functional Team..., Project Management, Project Planning
Education
West Point 1993 — 1997
BS, Psychology
Allstate August 2014 - Present
Edward Jones August 2013 - August 2014
Skills
Strategic Planning, Psychotherapy, Leadership Development, Social Services, Leadership, Psychology, Mental Health, Crisis Intervention, Finance, Program Management, Process Improvement, Risk Management, Strategy, Government, Operations Management, Budgets, Team Building, Cross-functional Team..., Project Management, Project Planning
Education
West Point 1993 — 1997
BS, Psychology
Carley Juilfs Carley Juilfs's Edward Jones Experience May 2011 - February 2014
Job Customer Service Representative at Woodland West Animal Hospital
Industry Public Relations and Communications
Experience
Woodland West Animal Hospital August 2014 - Present
The Pet Clinic On Main Street September 2011 - August 2014
Edward Jones May 2011 - February 2014
TOMS Shoes August 2009 - July 2011
Nebraska Soybean Board- Brokaw Marketing December 2010 - May 2011
Self employed May 2009 - August 2010
American Eagle October 2009 - January 2010
Polar Bear Shaved Ice May 2008 - August 2008
Boys and Girls Club August 2004 - June 2008
Skills
Social Media, Leadership, Marketing, Recruiting, Microsoft Excel, Social Media Marketing, Social Networking, Customer Service, Sales, Microsoft Office, Teamwork, Veterinary Medicine, Public Relations, Editing, Marketing Communications, Healthcare, Microsoft Word, Employee Training, Payroll, Interviews, Physical Therapy
Education
Tulsa Community College 2014 — 2016
Physical Therapist Assistant
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Arts, Communication Studies
University of Nebraska-Lincoln 2007 — 2011
Bachelor, Communication Studies; Art
Tahlequah High School 2004 — 2007
Woodland West Animal Hospital August 2014 - Present
The Pet Clinic On Main Street September 2011 - August 2014
Edward Jones May 2011 - February 2014
TOMS Shoes August 2009 - July 2011
Nebraska Soybean Board- Brokaw Marketing December 2010 - May 2011
Self employed May 2009 - August 2010
American Eagle October 2009 - January 2010
Polar Bear Shaved Ice May 2008 - August 2008
Boys and Girls Club August 2004 - June 2008
Skills
Social Media, Leadership, Marketing, Recruiting, Microsoft Excel, Social Media Marketing, Social Networking, Customer Service, Sales, Microsoft Office, Teamwork, Veterinary Medicine, Public Relations, Editing, Marketing Communications, Healthcare, Microsoft Word, Employee Training, Payroll, Interviews, Physical Therapy
Education
Tulsa Community College 2014 — 2016
Physical Therapist Assistant
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Arts, Communication Studies
University of Nebraska-Lincoln 2007 — 2011
Bachelor, Communication Studies; Art
Tahlequah High School 2004 — 2007
Janice Cupp Janice Cupp's Edward Jones Experience 2004 - 2006
Job AVP, Business Resiliency Analyst/LDRPS Administrator
Industry Banking
Experience
BOK Financial April 2011 - Present
Dollar Thrifty Automotive Group 2008 - 2011
Edward Jones 2004 - 2006
WilTel Communications 2003 - 2004
WilTel Communications 2000 - 2003
Skills
LDRPS, Business Analysis, Crystal Reports, Information Technology, Business Continuity, Business Continuity..., Banking, Disaster Recovery, SDLC, Financial Services, Financial Management..., Business Strategy, Business Resumption..., Software Development, Software Testing, User Acceptance Testing, End User Training
Education
University of Tulsa 1998 — 2000
Bachelor's, Business, MIS, Cum Laude
Tulsa Community College 1995 — 1998
Associate's Degree, Computer Science, Honors Scholar
Tulsa Community College 1995 — 1998
Associate's Degree, Business Administration and Management, General, Honors Scholar
BOK Financial April 2011 - Present
Dollar Thrifty Automotive Group 2008 - 2011
Edward Jones 2004 - 2006
WilTel Communications 2003 - 2004
WilTel Communications 2000 - 2003
Skills
LDRPS, Business Analysis, Crystal Reports, Information Technology, Business Continuity, Business Continuity..., Banking, Disaster Recovery, SDLC, Financial Services, Financial Management..., Business Strategy, Business Resumption..., Software Development, Software Testing, User Acceptance Testing, End User Training
Education
University of Tulsa 1998 — 2000
Bachelor's, Business, MIS, Cum Laude
Tulsa Community College 1995 — 1998
Associate's Degree, Computer Science, Honors Scholar
Tulsa Community College 1995 — 1998
Associate's Degree, Business Administration and Management, General, Honors Scholar
Joseph Viera Joseph Viera's Edward Jones Experience September 2006 - September 2007
Job Senior Reactor Operator (SRO) at Progress Energy
Industry Utilities
Experience
Progress Energy April 2008 - Present
Swisslog October 2007 - April 2008
Edward Jones September 2006 - September 2007
US Navy November 2004 - August 2006
US Navy November 2003 - November 2004
US Navy November 2002 - November 2004
US Navy November 2000 - November 2004
US Navy May 2002 - November 2002
US Navy November 2001 - May 2002
Skills
Senior Reactor Operator, Navy Quality Assurance..., Top Secret/Secret..., Navy Lockout/Tag-Out..., Nuclear, Military, DoD, Command, Military Operations, Program Management, Operational Planning, Power Generation, National Security, Military Experience, Maintenance Management, Project Management, Process Improvement, Operations Management, Team Building
Education
United States Navy 2001 — 2001
Bachelor's degree, Ocean Engineering
United States Navy 2001 — 2001
BS, Ocean Engineering
United States Naval Academy 1996 — 2000
Bachelor of Science, Ocean Engineering
Progress Energy April 2008 - Present
Swisslog October 2007 - April 2008
Edward Jones September 2006 - September 2007
US Navy November 2004 - August 2006
US Navy November 2003 - November 2004
US Navy November 2002 - November 2004
US Navy November 2000 - November 2004
US Navy May 2002 - November 2002
US Navy November 2001 - May 2002
Skills
Senior Reactor Operator, Navy Quality Assurance..., Top Secret/Secret..., Navy Lockout/Tag-Out..., Nuclear, Military, DoD, Command, Military Operations, Program Management, Operational Planning, Power Generation, National Security, Military Experience, Maintenance Management, Project Management, Process Improvement, Operations Management, Team Building
Education
United States Navy 2001 — 2001
Bachelor's degree, Ocean Engineering
United States Navy 2001 — 2001
BS, Ocean Engineering
United States Naval Academy 1996 — 2000
Bachelor of Science, Ocean Engineering
Colin Cameron Colin Cameron's Edward Jones Experience January 2010 - April 2010
Job North American Sales Director at DataCenterDynamics
Industry Financial Services
Experience
DataCenterDynamics January 2014 - Present
Uptime Institute Professional Services - Uptime Institute October 2011 - January 2014
The 451 Group September 2010 - October 2011
Edward Jones January 2010 - April 2010
Eastward Capital June 2007 - September 2008
Skills
Series 7, Series 66, Uniform Combined State..., Salesforce.com, Venture Capital, Investments, Account Management, Contract Negotiation, Investment Banking, Leadership, Management, Business Development, Product Management, Cloud Computing, Bike Repair, Social Skills, Sales, Market Research, Strategy, Strategic Partnerships, Start-ups, Solution Selling, Finance, Private Equity, Financial Markets, Cold Calling
Education
Union College 2006 — 2010
BS, Environmental Science, Economics, Mathematics
Needham High School 2001 — 2005
DataCenterDynamics January 2014 - Present
Uptime Institute Professional Services - Uptime Institute October 2011 - January 2014
The 451 Group September 2010 - October 2011
Edward Jones January 2010 - April 2010
Eastward Capital June 2007 - September 2008
Skills
Series 7, Series 66, Uniform Combined State..., Salesforce.com, Venture Capital, Investments, Account Management, Contract Negotiation, Investment Banking, Leadership, Management, Business Development, Product Management, Cloud Computing, Bike Repair, Social Skills, Sales, Market Research, Strategy, Strategic Partnerships, Start-ups, Solution Selling, Finance, Private Equity, Financial Markets, Cold Calling
Education
Union College 2006 — 2010
BS, Environmental Science, Economics, Mathematics
Needham High School 2001 — 2005
Susan Foegen Susan Foegen's Edward Jones Experience February 2008 - May 2010
Job PROSPERA FINANCIAL SERVICES, Executive Administrator
Industry Financial Services
Experience
PROSPERA FINANCIAL SERVICES May 2010 - Present
Edward Jones February 2008 - May 2010
GIBBS ARMSTRONG BOROCHOFF MULLICAN & HART, P.C. July 2007 - February 2008
Seymour Law Firm June 2006 - July 2007
Tulsa Community College August 2003 - May 2006
Parfums Christian Dior June 2002 - August 2003
Skills
PowerPoint, Outlook, Customer Service, Excel, Microsoft Office, Administration, Event Management, Customer Relations, Inventory Management, Word, Budgeting, Public Speaking, Public Relations, Access, Credit, Research, Retail, Purchasing, Problem Solving, Editing, Social Media, Administrative Support, Sales Support, Accounting, Event Planning, Banking, Marketing Communications, QuickBooks, Microsoft Word, Wealth Management, Leadership Development, Series 63, Securities, Strategic Planning, Microsoft Excel, Budgets, Strategic Financial..., Team Building, Administrative..., Social Networking, Sales, System Administration, Mutual Funds, Investments, Sales Operations, Series 24, Retirement Planning, Recruiting, Account Management, Series 7
Education
University of St. Thomas (TX) 1978 — 1979
Communication, Journalism, and Related Programs
Tulsa Community College
Applied Science Paralegal, AA English Major
PROSPERA FINANCIAL SERVICES May 2010 - Present
Edward Jones February 2008 - May 2010
GIBBS ARMSTRONG BOROCHOFF MULLICAN & HART, P.C. July 2007 - February 2008
Seymour Law Firm June 2006 - July 2007
Tulsa Community College August 2003 - May 2006
Parfums Christian Dior June 2002 - August 2003
Skills
PowerPoint, Outlook, Customer Service, Excel, Microsoft Office, Administration, Event Management, Customer Relations, Inventory Management, Word, Budgeting, Public Speaking, Public Relations, Access, Credit, Research, Retail, Purchasing, Problem Solving, Editing, Social Media, Administrative Support, Sales Support, Accounting, Event Planning, Banking, Marketing Communications, QuickBooks, Microsoft Word, Wealth Management, Leadership Development, Series 63, Securities, Strategic Planning, Microsoft Excel, Budgets, Strategic Financial..., Team Building, Administrative..., Social Networking, Sales, System Administration, Mutual Funds, Investments, Sales Operations, Series 24, Retirement Planning, Recruiting, Account Management, Series 7
Education
University of St. Thomas (TX) 1978 — 1979
Communication, Journalism, and Related Programs
Tulsa Community College
Applied Science Paralegal, AA English Major
Connor Murch Connor Murch's Edward Jones Experience January 2010 - May 2010
Job Project Manager of Property Development at Asprient Properties
Industry Real Estate
Experience
Asprient Properties February 2014 - Present
Content180 April 2012 - February 2014
Moneta Group July 2010 - April 2012
Edward Jones January 2010 - May 2010
Edward Jones September 2009 - January 2010
OPPENHEIMER & CO., INC June 2009 - August 2009
OPPENHEIMER & CO., INC June 2008 - December 2008
Skills
Mutual Funds, Financial Analysis, Investments, Retirement Planning, Wealth Management, Portfolio Management, Retirement, Strategic Financial..., Estate Planning, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Securities, Equities, Asset Allocation, Microsoft Excel, Financial Modeling, Financial Advisory, Microsoft Office, Fixed Income
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance and Real Estate
Università degli Studi di Bergamo 2007 — 2007
European and Italian business practices
Asprient Properties February 2014 - Present
Content180 April 2012 - February 2014
Moneta Group July 2010 - April 2012
Edward Jones January 2010 - May 2010
Edward Jones September 2009 - January 2010
OPPENHEIMER & CO., INC June 2009 - August 2009
OPPENHEIMER & CO., INC June 2008 - December 2008
Skills
Mutual Funds, Financial Analysis, Investments, Retirement Planning, Wealth Management, Portfolio Management, Retirement, Strategic Financial..., Estate Planning, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Securities, Equities, Asset Allocation, Microsoft Excel, Financial Modeling, Financial Advisory, Microsoft Office, Fixed Income
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance and Real Estate
Università degli Studi di Bergamo 2007 — 2007
European and Italian business practices
Rory Shrum Rory Shrum's Edward Jones Experience March 2012 - July 2013
Job G200 Contract Pilot at Self Employed
Industry Aviation & Aerospace
Experience
Self -Employed May 2015 - Present
Starbase Jet October 2013 - May 2015
Jet Linx July 2013 - October 2013
Edward Jones March 2012 - July 2013
Self Employed Contract Pilot May 2006 - March 2012
United States Air Force and US Air Force Reserves May 1990 - March 2012
Select Management June 2011 - November 2011
Mid South Jet February 2011 - June 2011
FlightSafety International May 2006 - February 2011
Lear-Siegler Services February 2003 - March 2006
Skills
Piloting, Financial Analysis, Flights, Aviation, Aircraft, Military, Tactics, Customer Service, Air Force, Sales, Public Speaking, Military Operations, DoD, Security Clearance, Command, Operational Planning, Military Experience
Education
US Air Force Academy 1986 — 1990
Bachelor of Science (BS), General Studies and Humanities
Self -Employed May 2015 - Present
Starbase Jet October 2013 - May 2015
Jet Linx July 2013 - October 2013
Edward Jones March 2012 - July 2013
Self Employed Contract Pilot May 2006 - March 2012
United States Air Force and US Air Force Reserves May 1990 - March 2012
Select Management June 2011 - November 2011
Mid South Jet February 2011 - June 2011
FlightSafety International May 2006 - February 2011
Lear-Siegler Services February 2003 - March 2006
Skills
Piloting, Financial Analysis, Flights, Aviation, Aircraft, Military, Tactics, Customer Service, Air Force, Sales, Public Speaking, Military Operations, DoD, Security Clearance, Command, Operational Planning, Military Experience
Education
US Air Force Academy 1986 — 1990
Bachelor of Science (BS), General Studies and Humanities
Glenn Terrazas Glenn Terrazas's Edward Jones Experience officerRekrutacyjny.plJune 2005 - April 2010
Job staff at Edward Jones
Industry Financial Services
Experience
Edward Jones officerRekrutacyjny.plJune 2005 - April 2010
Education
Truman State University
Edward Jones officerRekrutacyjny.plJune 2005 - April 2010
Education
Truman State University
Peter Jost Peter Jost's Edward Jones Experience 2012 - 2012
Job Executive Assistant at J.P. Morgan
Industry Consumer Electronics
Experience
J.P. Morgan October 2013 - Present
Coursera March 2013 - October 2013
Task Rabbit January 2013 - September 2013
Edward Jones 2012 - 2012
Cisco Systems, Inc June 2010 - July 2011
Cisco Systems/Flip Video November 2008 - May 2010
Trinchero Family Estates December 2007 - October 2008
Rudd Winery July 2007 - November 2007
Kraft Foods Group October 2004 - March 2006
Market Street Mortgage January 2003 - September 2004
Skills
Cross-functional Team..., Product Marketing, Product Management, Project Management, Start-ups, Consumer Electronics, Competitive Analysis, Strategic Partnerships, Product Launch, Marketing, Go-to-market Strategy, E-commerce, Strategy, Mobile Devices, Management
Education
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Spanish
Universitat de Barcelona / University of Barcelona 1999 — 2000
Completion of Intensive Catalan Language Program (ILP)
J.P. Morgan October 2013 - Present
Coursera March 2013 - October 2013
Task Rabbit January 2013 - September 2013
Edward Jones 2012 - 2012
Cisco Systems, Inc June 2010 - July 2011
Cisco Systems/Flip Video November 2008 - May 2010
Trinchero Family Estates December 2007 - October 2008
Rudd Winery July 2007 - November 2007
Kraft Foods Group October 2004 - March 2006
Market Street Mortgage January 2003 - September 2004
Skills
Cross-functional Team..., Product Marketing, Product Management, Project Management, Start-ups, Consumer Electronics, Competitive Analysis, Strategic Partnerships, Product Launch, Marketing, Go-to-market Strategy, E-commerce, Strategy, Mobile Devices, Management
Education
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Spanish
Universitat de Barcelona / University of Barcelona 1999 — 2000
Completion of Intensive Catalan Language Program (ILP)
Mike Lupidi, CPC Mike Lupidi, CPC's Edward Jones Experience 1995 - 1999
Job Experts in Recruiting, Background Screening & Assessment Testing Small & Medium emerging, growthoriented businesses
Industry Staffing and Recruiting
Experience
M.J. Lupidi & Associates, Inc. - HR Hiring Services 2002 - Present
Management Recruiters / Sales Consultants of Sharonville 1999 - 2002
Edward Jones 1995 - 1999
Shearson Lehman Bros 1987 - 1995
US Navy June 1973 - July 1978
Skills
Microsoft Word, Packaging, Logistics, Supply Chain, Material Handling, PLC, Materials Management, Manufacturing, Sourcing, Recruiting, Executive Search, Talent Management, Sales, Human Resources, Project Management, Product Development, Management, Negotiation, Procurement, Six Sigma, Continuous Improvement, Team Building, Operations Management, New Business Development, Engineering, Sales Management, Networking, Technical Recruiting, Lean Manufacturing, Hiring, Cross-functional Team...
Education
Xavier University 1979 — 1981
MBA, Management
United States Naval Academy 1969 — 1973
B.S., Analytical Management
M.J. Lupidi & Associates, Inc. - HR Hiring Services 2002 - Present
Management Recruiters / Sales Consultants of Sharonville 1999 - 2002
Edward Jones 1995 - 1999
Shearson Lehman Bros 1987 - 1995
US Navy June 1973 - July 1978
Skills
Microsoft Word, Packaging, Logistics, Supply Chain, Material Handling, PLC, Materials Management, Manufacturing, Sourcing, Recruiting, Executive Search, Talent Management, Sales, Human Resources, Project Management, Product Development, Management, Negotiation, Procurement, Six Sigma, Continuous Improvement, Team Building, Operations Management, New Business Development, Engineering, Sales Management, Networking, Technical Recruiting, Lean Manufacturing, Hiring, Cross-functional Team...
Education
Xavier University 1979 — 1981
MBA, Management
United States Naval Academy 1969 — 1973
B.S., Analytical Management
Tony Farina's Edward Jones Experience June 1992 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1992 - Present
US Navy Reserve April 1992 - December 2008
US Navy May 1986 - December 1991
Skills
Navy, Retirement Planning, Intelligence, Wealth Management, Series 7, Retirement, Asset Allocation, Mutual Funds, Investment Advisory
Education
United States Naval Academy 1982 — 1986
Bachelor of Science (BS), Electrical Engineering
Edward Jones June 1992 - Present
US Navy Reserve April 1992 - December 2008
US Navy May 1986 - December 1991
Skills
Navy, Retirement Planning, Intelligence, Wealth Management, Series 7, Retirement, Asset Allocation, Mutual Funds, Investment Advisory
Education
United States Naval Academy 1982 — 1986
Bachelor of Science (BS), Electrical Engineering
Clarissa Rivera's Edward Jones Experience November 2007 - December 2012
Job ORGANIZARE BY CLARISSA
Industry Design
Experience
Organizare by Clarissa January 2006 - Present
Sociedad Rivera Villamil September 1989 - Present
Prudential Financial January 2013 - July 2014
Edward Jones November 2007 - December 2012
Buy Pro Developer, LLC January 2007 - May 2008
Skills
Project Manager, Fully Bilingual, Event Planner, Multilingual, Marketing, Customer Service, Event Planning, Project Planning, Training, Strategic Planning, Team Building, Microsoft Office, Contract Negotiation, Project Management, Public Relations, Leadership, Inventory Management, Budgets, Management, Retail, English, Sales, Financial Analysis, Outlook, Selling, Forecasting, Customer Satisfaction, Account Management, Business Planning, Marketing Strategy, Real Estate
Education
Academia Perpetuo Socorro
Academia Perpetuo Socorro
Universidad del Sagrado Corazón
Bachelor's Degree, Accounting, 3.9 GPA
Organizare by Clarissa January 2006 - Present
Sociedad Rivera Villamil September 1989 - Present
Prudential Financial January 2013 - July 2014
Edward Jones November 2007 - December 2012
Buy Pro Developer, LLC January 2007 - May 2008
Skills
Project Manager, Fully Bilingual, Event Planner, Multilingual, Marketing, Customer Service, Event Planning, Project Planning, Training, Strategic Planning, Team Building, Microsoft Office, Contract Negotiation, Project Management, Public Relations, Leadership, Inventory Management, Budgets, Management, Retail, English, Sales, Financial Analysis, Outlook, Selling, Forecasting, Customer Satisfaction, Account Management, Business Planning, Marketing Strategy, Real Estate
Education
Academia Perpetuo Socorro
Academia Perpetuo Socorro
Universidad del Sagrado Corazón
Bachelor's Degree, Accounting, 3.9 GPA
Matt Sibbing Matt Sibbing's Edward Jones Experience April 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2006 - Present
Edward Jones July 1999 - March 2006
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, 401k, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds, Common Stock, Portfolio and...
Education
Webster University 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Truman State University 1995 — 1999
Bachelor of Science (BS), Finance, General
Edward Jones April 2006 - Present
Edward Jones July 1999 - March 2006
Skills
Retirement Planning, Estate Considerations, 401k Rollovers, 401k, Roth IRA, Traditional IRA, Annuities, SEP IRA, Simple IRA, 529 Plans, Retirement, Bonds, Common Stock, Portfolio and...
Education
Webster University 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Truman State University 1995 — 1999
Bachelor of Science (BS), Finance, General
Paul Tomczik Paul Tomczik's Edward Jones Experience Sales ConsultantPark IndustriesJanuary 2000 - January 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Sales ConsultantPark IndustriesJanuary 2000 - January 2009
Skills
Strategic Planning, Strategic Financial..., Series 7, Customer Service, Direct Sales, Financial Advisory, Series 63, Sales Management, 401k, Contract Negotiation, Credit, Negotiation, Retirement Planning, Investment Advisory, New Business Development, Sales, Budgets, Wealth Management, Cross-functional Team..., Investments, Investment Strategies, Uniform Combined State..., Asset Allocation, Team Building, Product Development, Business Planning, Health Insurance, Process Improvement, Credit Analysis, Business Strategy, Management, Insurance, Retirement, Finance, Purchasing, Marketing Strategy
Education
University of St. Thomas
Bachelor of Science (B.S.), International Business
Universität Trier / University of Trier
Edward Jones Sales ConsultantPark IndustriesJanuary 2000 - January 2009
Skills
Strategic Planning, Strategic Financial..., Series 7, Customer Service, Direct Sales, Financial Advisory, Series 63, Sales Management, 401k, Contract Negotiation, Credit, Negotiation, Retirement Planning, Investment Advisory, New Business Development, Sales, Budgets, Wealth Management, Cross-functional Team..., Investments, Investment Strategies, Uniform Combined State..., Asset Allocation, Team Building, Product Development, Business Planning, Health Insurance, Process Improvement, Credit Analysis, Business Strategy, Management, Insurance, Retirement, Finance, Purchasing, Marketing Strategy
Education
University of St. Thomas
Bachelor of Science (B.S.), International Business
Universität Trier / University of Trier
Eric Tibbs's Edward Jones Experience February 2008 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Kiwanis Club of Fort Myers Beach 2010 - Present
Edward Jones February 2008 - Present
Ft. Myers Beach Chamber of Commerce 2010 - January 2014
Prioria 2007 - 2008
Isonics Homeland Security and Defense Corporation August 2005 - March 2007
Air Force Operational Test and Evaluation Center April 2002 - June 2005
USAF 1999 - 2001
US Air Force Academy 1994 - 1998
Education
United States Air Force Academy 1994 — 1998
Bachelor of Science, Civil Engineering
Pueblo Central high school
Kiwanis Club of Fort Myers Beach 2010 - Present
Edward Jones February 2008 - Present
Ft. Myers Beach Chamber of Commerce 2010 - January 2014
Prioria 2007 - 2008
Isonics Homeland Security and Defense Corporation August 2005 - March 2007
Air Force Operational Test and Evaluation Center April 2002 - June 2005
USAF 1999 - 2001
US Air Force Academy 1994 - 1998
Education
United States Air Force Academy 1994 — 1998
Bachelor of Science, Civil Engineering
Pueblo Central high school
Sharon Munden's Edward Jones Experience November 2013 - Present
Job Client & Market Insights at Edward Jones
Industry Market Research
Experience
Edward Jones November 2013 - Present
PetSmart October 2009 - October 2013
Applebee's International May 2002 - September 2009
TNS 1998 - 2002
Elrick & Lavidge 1997 - 2002
Sosland Publishing 1993 - 1997
Kansas City Business Journal 1991 - 1992
Skills
Customer Insight
Education
University of Missouri-Kansas City 1994 — 1997
MBA
Truman State University 1987 — 1991
BA
Edward Jones November 2013 - Present
PetSmart October 2009 - October 2013
Applebee's International May 2002 - September 2009
TNS 1998 - 2002
Elrick & Lavidge 1997 - 2002
Sosland Publishing 1993 - 1997
Kansas City Business Journal 1991 - 1992
Skills
Customer Insight
Education
University of Missouri-Kansas City 1994 — 1997
MBA
Truman State University 1987 — 1991
BA
Christopher Smith, CSP's Edward Jones Experience September 2001 - March 2003
Job Health and Safety Consultant at Cheniere Energy, Inc. (Contractor through Bureau Veritas)
Industry Management Consulting
Experience
Bureau Veritas (contracted to Cheniere Energy) January 2015 - Present
Ellis-Smith, LLC January 2006 - Present
Bureau Veritas North America, Inc. March 2011 - June 2015
Smith Consulting Group / Smith-Coastal, LLC January 2000 - March 2012
CTEH June 2010 - March 2011
Edward Jones September 2001 - March 2003
Skills
Occupational Health, Safety Management..., Environmental Awareness, Industrial Safety, Supervisory Skills, EHS, Risk Assessment, Hazardous Waste..., Inspection, Petroleum, Indoor Air Quality, Hazard Analysis, Workplace Safety, Hazardous Materials, ISO 14001, Environmental..., Risk Management, Hazard Recognition, Emergency Management, Behavior Based Safety, Fire Safety, Environmental Compliance, Waste Management, Asbestos, Ergonomics, Contract Management, Process Safety, Remediation, Project Management, HAZWOPER, Incident Investigation, Safety Training, Emergency Services, Engineering, Strategic Planning, Environmental Auditing, HAZOP, Microsoft Office, Team Leadership, Contract Negotiation, Crisis Management, Employee Training, Business Development, Quality Assurance, Disaster Response, Incident Command, Business Continuity..., OSHA, Training & Development, SEMS
Education
Union University
Bachelor's Degree, Bachelor of Science Organizational Leadership, 3.9
University of Tennessee at Martin
Bureau Veritas (contracted to Cheniere Energy) January 2015 - Present
Ellis-Smith, LLC January 2006 - Present
Bureau Veritas North America, Inc. March 2011 - June 2015
Smith Consulting Group / Smith-Coastal, LLC January 2000 - March 2012
CTEH June 2010 - March 2011
Edward Jones September 2001 - March 2003
Skills
Occupational Health, Safety Management..., Environmental Awareness, Industrial Safety, Supervisory Skills, EHS, Risk Assessment, Hazardous Waste..., Inspection, Petroleum, Indoor Air Quality, Hazard Analysis, Workplace Safety, Hazardous Materials, ISO 14001, Environmental..., Risk Management, Hazard Recognition, Emergency Management, Behavior Based Safety, Fire Safety, Environmental Compliance, Waste Management, Asbestos, Ergonomics, Contract Management, Process Safety, Remediation, Project Management, HAZWOPER, Incident Investigation, Safety Training, Emergency Services, Engineering, Strategic Planning, Environmental Auditing, HAZOP, Microsoft Office, Team Leadership, Contract Negotiation, Crisis Management, Employee Training, Business Development, Quality Assurance, Disaster Response, Incident Command, Business Continuity..., OSHA, Training & Development, SEMS
Education
Union University
Bachelor's Degree, Bachelor of Science Organizational Leadership, 3.9
University of Tennessee at Martin
Raymel Speed's Edward Jones Experience August 2006 - January 2007
Job Senior Analyst at Federal Reserve Bank of St. Louis
Industry Banking
Experience
Federal Reserve Bank of St. Louis April 2011 - Present
Federal Reserve Bank of St. Louis January 2007 - April 2011
Edward Jones August 2006 - January 2007
Edward Jones August 2004 - August 2006
First Horizon Home Loans February 2003 - August 2004
Strano & Associates June 1999 - February 2003
Insurance Consultants September 1997 - June 1999
Safeco Insurance August 1995 - September 1997
Safeco Insurance July 1993 - August 1995
Education
Truman State University 1986 — 1991
BA, Business Administration
Federal Reserve Bank of St. Louis April 2011 - Present
Federal Reserve Bank of St. Louis January 2007 - April 2011
Edward Jones August 2006 - January 2007
Edward Jones August 2004 - August 2006
First Horizon Home Loans February 2003 - August 2004
Strano & Associates June 1999 - February 2003
Insurance Consultants September 1997 - June 1999
Safeco Insurance August 1995 - September 1997
Safeco Insurance July 1993 - August 1995
Education
Truman State University 1986 — 1991
BA, Business Administration
Susan McBee, CIMA ®, CFP®'s Edward Jones Experience January 2009 - Present
Job Financial Planning Delivery & Training
Industry Financial Services
Experience
Edward Jones January 2009 - Present
Edward Jones April 2007 - January 2011
Edward Jones Investments January 2000 - April 2007
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Series 7, Series 65, Series 24, Separately Managed..., Investment Strategies, Wealth Management, Securities, Qualified Retirement..., Financial Analysis, ETFs, Portfolio Management
Education
Truman State University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Edward Jones January 2009 - Present
Edward Jones April 2007 - January 2011
Edward Jones Investments January 2000 - April 2007
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Series 7, Series 65, Series 24, Separately Managed..., Investment Strategies, Wealth Management, Securities, Qualified Retirement..., Financial Analysis, ETFs, Portfolio Management
Education
Truman State University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Laurie Wessler's Edward Jones Experience July 2006 - March 2007
Job Messaging Specialist at AnheuserBusch
Industry Information Technology and Services
Experience
Anheuser-Busch Exchange Sr. Technical SpecialistAnheuser-Busch Cos, Inc.2007 - Present
Edward Jones July 2006 - March 2007
Education
Truman State University 1984 — 1987
Anheuser-Busch Exchange Sr. Technical SpecialistAnheuser-Busch Cos, Inc.2007 - Present
Edward Jones July 2006 - March 2007
Education
Truman State University 1984 — 1987
Dixie Yeck's Edward Jones Experience 2006 - 2006
Job Senior Registered Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services August 2011 - Present
Northwestern Mutual February 2008 - 2009
Edward Jones 2006 - 2006
Procter & Gamble 2004 - 2006
Enron 1999 - 2001
WorldCom 1992 - 2000
Skills
Series 7, Series 63, Financial Services, National Accounts, Sales, Finance, Recruiting, Talent Acquisition, Investments, Retirement Planning, Strategy, Leadership Development, Social Networking, Direct Sales, Building Relationships, Process Improvement, Public Speaking, Event Planning, Team Building, Team Leadership, Financial Analysis, Microsoft Word, Customer Service, Blogging, Interviews, Project Management, 401k, CRM databases, Salesforce.com, Employee Benefits, Microsoft Excel, Series 66
Education
University of Illinois at Urbana-Champaign 1983 — 1988
Bachelor of Science (B.S.), Biology, General
Universitat de Barcelona 1986 — 1987
Concentration, Spanish Language, Literature
High School
Edelman Financial Services August 2011 - Present
Northwestern Mutual February 2008 - 2009
Edward Jones 2006 - 2006
Procter & Gamble 2004 - 2006
Enron 1999 - 2001
WorldCom 1992 - 2000
Skills
Series 7, Series 63, Financial Services, National Accounts, Sales, Finance, Recruiting, Talent Acquisition, Investments, Retirement Planning, Strategy, Leadership Development, Social Networking, Direct Sales, Building Relationships, Process Improvement, Public Speaking, Event Planning, Team Building, Team Leadership, Financial Analysis, Microsoft Word, Customer Service, Blogging, Interviews, Project Management, 401k, CRM databases, Salesforce.com, Employee Benefits, Microsoft Excel, Series 66
Education
University of Illinois at Urbana-Champaign 1983 — 1988
Bachelor of Science (B.S.), Biology, General
Universitat de Barcelona 1986 — 1987
Concentration, Spanish Language, Literature
High School
Lucinda Stratton's Edward Jones Experience May 2006 - December 2006
Job Executive Assistant at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC April 2010 - Present
Excalibur Management February 2007 - February 2010
Edward Jones May 2006 - December 2006
Anchor Capital Advisors February 2001 - April 2006
State Street Bank November 1999 - January 2001
Tri-City Mental Health July 1994 - October 1999
Education
Columbia University School of Social Work 1990 — 1992
MSW, Social Work
Tufts University
B.A.in Psychology
GW & Wade, LLC April 2010 - Present
Excalibur Management February 2007 - February 2010
Edward Jones May 2006 - December 2006
Anchor Capital Advisors February 2001 - April 2006
State Street Bank November 1999 - January 2001
Tri-City Mental Health July 1994 - October 1999
Education
Columbia University School of Social Work 1990 — 1992
MSW, Social Work
Tufts University
B.A.in Psychology
Angela Rankins-Jones, M.A.'s Edward Jones Experience July 2010 - February 2014
Job
Industry Logistics and Supply Chain
Experience
Monsanto Company June 2014 - Present
Webster University January 2003 - Present
Monsanto Company February 2014 - June 2014
Edward Jones July 2010 - February 2014
Edward Jones July 2008 - October 2010
Reliant Resource Consulting, LLC November 2002 - July 2008
CIBER, Inc. December 2000 - November 2002
Rockwell Automation March 1999 - December 2000
Magnetek July 1998 - March 1999
Alltel March 1993 - July 1998
Skills
Talent Management, Recruiting, Organizational..., Human Resources, Applicant Tracking..., HRIS, Project Management, Strategic Planning, Project Planning, Management, Performance Management, PeopleSoft, Process Improvement, Training, Vendor Management, Benefits Administration, Interviews, Personnel Management, Leadership, Sourcing, Organizational Design, Business Process..., College Recruiting, Team Building, HR Consulting, Management Consulting, Software Documentation, Cross-functional Team..., Strategy, Data Analysis, Public Speaking, SuccessFactors, Business Analysis, Onboarding, Vendor Relationships, Vendor Management..., Offshore Resource..., Change Management, Program Management
Education
Webster University 2010 — 2014
Ph.D. Candidate, Management and Organizational Leadership
Webster University 1993 — 1996
MA Human Resource Management & Organizational Development, HR
University of Central Arkansas 1987 — 1990
Bachelor of Business Administration, HR, HRIS
Tuskegee University 1986 — 1987
Monsanto Company June 2014 - Present
Webster University January 2003 - Present
Monsanto Company February 2014 - June 2014
Edward Jones July 2010 - February 2014
Edward Jones July 2008 - October 2010
Reliant Resource Consulting, LLC November 2002 - July 2008
CIBER, Inc. December 2000 - November 2002
Rockwell Automation March 1999 - December 2000
Magnetek July 1998 - March 1999
Alltel March 1993 - July 1998
Skills
Talent Management, Recruiting, Organizational..., Human Resources, Applicant Tracking..., HRIS, Project Management, Strategic Planning, Project Planning, Management, Performance Management, PeopleSoft, Process Improvement, Training, Vendor Management, Benefits Administration, Interviews, Personnel Management, Leadership, Sourcing, Organizational Design, Business Process..., College Recruiting, Team Building, HR Consulting, Management Consulting, Software Documentation, Cross-functional Team..., Strategy, Data Analysis, Public Speaking, SuccessFactors, Business Analysis, Onboarding, Vendor Relationships, Vendor Management..., Offshore Resource..., Change Management, Program Management
Education
Webster University 2010 — 2014
Ph.D. Candidate, Management and Organizational Leadership
Webster University 1993 — 1996
MA Human Resource Management & Organizational Development, HR
University of Central Arkansas 1987 — 1990
Bachelor of Business Administration, HR, HRIS
Tuskegee University 1986 — 1987
Janet Raftery's Edward Jones Experience January 1995 - September 1998
Job Senior Human Resources Specialist at Western Construction Group, Inc
Industry Construction
Experience
Western Construction Group, Inc November 2005 - Present
Creve Coeur Mortgage Associates, Inc September 1998 - November 2005
Edward Jones January 1995 - September 1998
Biener Hardware Company January 1988 - January 1995
Skills
Payroll, Process Scheduler, Benefits Administration
Education
Truman State University 1990 — 1994
BS, Business Administration - Management
Western Construction Group, Inc November 2005 - Present
Creve Coeur Mortgage Associates, Inc September 1998 - November 2005
Edward Jones January 1995 - September 1998
Biener Hardware Company January 1988 - January 1995
Skills
Payroll, Process Scheduler, Benefits Administration
Education
Truman State University 1990 — 1994
BS, Business Administration - Management
Jared Hauskins's Edward Jones Experience 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1999 - Present
Education
Truman State University 1994 — 1998
Bachelor of Science, Finance
Edward Jones 1999 - Present
Education
Truman State University 1994 — 1998
Bachelor of Science, Finance
Kevin Hoppens's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Carolina Insurance Advisors April 2006 - August 2008
Education
United States Military Academy at West Point 1986 — 1990
BS, Environmental and Civil Engineering
Gering High 1984 — 1985
Edward Jones August 2008 - Present
Carolina Insurance Advisors April 2006 - August 2008
Education
United States Military Academy at West Point 1986 — 1990
BS, Environmental and Civil Engineering
Gering High 1984 — 1985
Jon Wieland CFP(R)'s Edward Jones Experience January 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2000 - Present
Education
Chapman University 1994 — 1996
Masters of Business Administration, Finance
United States Air Force Academy 1989 — 1993
Bachelor of Science (BS), Human Factors Engineering
Edward Jones January 2000 - Present
Education
Chapman University 1994 — 1996
Masters of Business Administration, Finance
United States Air Force Academy 1989 — 1993
Bachelor of Science (BS), Human Factors Engineering
Alina Casillas's Edward Jones Experience December 2007 - March 2012
Job Recruiter at Ingram Micro
Industry Human Resources
Experience
Ingram Micro September 2012 - Present
Merrill Lynch April 2012 - September 2012
Edward Jones December 2007 - March 2012
St. Louis Community College January 2005 - December 2007
Bank of America 2004 - 2004
Timpolis Magazine 1998 - 2001
Skills
Talent Acquisition, Employee Relations, Organizational..., Leadership Development, Training, Coaching, Human Resources, Team Building, Project Management, Performance Management, Applicant Tracking..., Recruiting, Customer Service, Microsoft Office, Technical Recruiting, Strategic Planning, Account Management, Resume Writing, Career Development, Sourcing, Program Management, Interviews, Talent Management, Management
Education
Webster University 2002 — 2003
MBA, Business Administration
1993 — 1998
Diploma (BS), Law
Colegiul C.D. Loga
Ingram Micro September 2012 - Present
Merrill Lynch April 2012 - September 2012
Edward Jones December 2007 - March 2012
St. Louis Community College January 2005 - December 2007
Bank of America 2004 - 2004
Timpolis Magazine 1998 - 2001
Skills
Talent Acquisition, Employee Relations, Organizational..., Leadership Development, Training, Coaching, Human Resources, Team Building, Project Management, Performance Management, Applicant Tracking..., Recruiting, Customer Service, Microsoft Office, Technical Recruiting, Strategic Planning, Account Management, Resume Writing, Career Development, Sourcing, Program Management, Interviews, Talent Management, Management
Education
Webster University 2002 — 2003
MBA, Business Administration
1993 — 1998
Diploma (BS), Law
Colegiul C.D. Loga
Jennifer Lamons's Edward Jones Experience November 2010 - Present
Job Benefits Department Leader at Edward Jones
Industry Human Resources
Experience
Edward Jones November 2010 - Present
Edward Jones November 2008 - January 2010
Edward Jones February 2007 - November 2009
MetLife May 2003 - December 2006
Skills
Employee Benefits, Benefits, Employee Relations, Pensions, ERISA, Recruiting, Vendor Management, 401k, Benefits Administration, Onboarding, Leadership, Performance Management, Human Resources, HRIS, Succession Planning, Insurance, FMLA
Education
Webster University 2005 — 2007
MA, HR Management
Truman State University 1994 — 1998
BS, Business Management
Edward Jones November 2010 - Present
Edward Jones November 2008 - January 2010
Edward Jones February 2007 - November 2009
MetLife May 2003 - December 2006
Skills
Employee Benefits, Benefits, Employee Relations, Pensions, ERISA, Recruiting, Vendor Management, 401k, Benefits Administration, Onboarding, Leadership, Performance Management, Human Resources, HRIS, Succession Planning, Insurance, FMLA
Education
Webster University 2005 — 2007
MA, HR Management
Truman State University 1994 — 1998
BS, Business Management
James Linck's Edward Jones Experience April 2014 - Present
Job Team LeaderAML at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Edward Jones December 2008 - April 2014
Wachovia Securities April 2006 - December 2008
A.G. Edwards June 2005 - April 2006
Education
Webster University 2001 — 2003
MBA
Truman State University 1995 — 2000
Bachelor of Science, Business Administration--Management
Edward Jones April 2014 - Present
Edward Jones December 2008 - April 2014
Wachovia Securities April 2006 - December 2008
A.G. Edwards June 2005 - April 2006
Education
Webster University 2001 — 2003
MBA
Truman State University 1995 — 2000
Bachelor of Science, Business Administration--Management
Katina Umenyiora's Edward Jones Experience October 2004 - October 2006
Job Treasury Cash Management
Industry Financial Services
Experience
NCR Corporation October 2013 - Present
Pennsylvania State Treasury October 2010 - October 2012
Global Investments October 2008 - September 2010
E*TRADE Financial October 2006 - October 2008
Edward Jones October 2004 - October 2006
AT&T August 1999 - August 2004
Skills
Trading, Call Centers, Sales, Portfolio Management, Relationship Management, Risk Management, Credit, Business Analysis, Leadership, Management, Salesforce.com, Strategic Planning, Mutual Funds, Customer Retention, Wealth Management, Financial Advisory, Access, Cross-functional Team..., Bonds, Options, Auditing, Finance, Analysis, Budgets, Microsoft Office, Banking, Accounting
Education
Tuskegee University
Bachelors
NCR Corporation October 2013 - Present
Pennsylvania State Treasury October 2010 - October 2012
Global Investments October 2008 - September 2010
E*TRADE Financial October 2006 - October 2008
Edward Jones October 2004 - October 2006
AT&T August 1999 - August 2004
Skills
Trading, Call Centers, Sales, Portfolio Management, Relationship Management, Risk Management, Credit, Business Analysis, Leadership, Management, Salesforce.com, Strategic Planning, Mutual Funds, Customer Retention, Wealth Management, Financial Advisory, Access, Cross-functional Team..., Bonds, Options, Auditing, Finance, Analysis, Budgets, Microsoft Office, Banking, Accounting
Education
Tuskegee University
Bachelors
Paul Bardo's Edward Jones Experience 1996 - 1998
Job Sr. Software Engineer at CenturyLink Technology Solutions
Industry Information Services
Experience
CenturyLink Technology Solutions October 2006 - Present
Reuters 2002 - April 2007
Bridge Information Systems 1998 - 2002
Edward Jones 1996 - 1998
Fleishman–Hillard 1995 - 1996
Fleishman–Hillard 1994 - 1995
Skills
Network Administration, Unix, Linux, Cloud Computing, Microsoft SQL Server, SQL, XML, Enterprise Architecture, Agile Methodologies, Java, Data Center, Web Services, Software Development, VMware, Solution Architecture, MySQL, Integration, JavaScript, Requirements Analysis, Databases
Education
Truman State University 1989 — 1993
BS, Computer Science
CenturyLink Technology Solutions October 2006 - Present
Reuters 2002 - April 2007
Bridge Information Systems 1998 - 2002
Edward Jones 1996 - 1998
Fleishman–Hillard 1995 - 1996
Fleishman–Hillard 1994 - 1995
Skills
Network Administration, Unix, Linux, Cloud Computing, Microsoft SQL Server, SQL, XML, Enterprise Architecture, Agile Methodologies, Java, Data Center, Web Services, Software Development, VMware, Solution Architecture, MySQL, Integration, JavaScript, Requirements Analysis, Databases
Education
Truman State University 1989 — 1993
BS, Computer Science
John Andersen, CFA's Edward Jones Experience January 2011 - March 2012
Job Senior Associate at Kaufman Hall
Industry Financial Services
Experience
Kaufman Hall May 2015 - Present
Loop Capital Markets July 2014 - April 2015
Loop Capital Markets June 2013 - July 2014
Cabrera Capital Markets, LLC April 2012 - June 2013
Edward Jones January 2011 - March 2012
Edward Jones June 2009 - January 2011
Edward Jones June 2008 - July 2009
Skills
Investment Banking, Trading, Public Finance, Financial Analysis, Public Speaking, Fixed Income, Financial Transactions, Investment Strategies, Series 7, Bonds, Project Finance, Proposal Writing, Improvisation, Bloomberg, Finance, Investments, Financial Modeling, Securities, Capital Markets, Financial Structuring, Transaction Management
Education
University of Missouri - 2008 2003 — 2008
BS, Business Administration
University of Missouri - 2008 2003 — 2008
BA, International Studies
Universitat d'Alacant 2007 — 2007
n/a, International Business
iO Theater
Second City
Kaufman Hall May 2015 - Present
Loop Capital Markets July 2014 - April 2015
Loop Capital Markets June 2013 - July 2014
Cabrera Capital Markets, LLC April 2012 - June 2013
Edward Jones January 2011 - March 2012
Edward Jones June 2009 - January 2011
Edward Jones June 2008 - July 2009
Skills
Investment Banking, Trading, Public Finance, Financial Analysis, Public Speaking, Fixed Income, Financial Transactions, Investment Strategies, Series 7, Bonds, Project Finance, Proposal Writing, Improvisation, Bloomberg, Finance, Investments, Financial Modeling, Securities, Capital Markets, Financial Structuring, Transaction Management
Education
University of Missouri - 2008 2003 — 2008
BS, Business Administration
University of Missouri - 2008 2003 — 2008
BA, International Studies
Universitat d'Alacant 2007 — 2007
n/a, International Business
iO Theater
Second City
Marla Heyduck's Edward Jones Experience June 2002 - August 2004
Job PCG Administration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors April 2010 - November 2014
Wells Fargo Advisors July 2008 - April 2010
Kiefer Bonfanti & Co. LLP September 2006 - June 2008
BKD, LLP January 2005 - August 2006
Edward Jones June 2002 - August 2004
Education
University of Missouri-Saint Louis 1998 — 2002
MBA, Business Adminstration
Truman State University 1993 — 1997
BS, Business Adminstration
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors April 2010 - November 2014
Wells Fargo Advisors July 2008 - April 2010
Kiefer Bonfanti & Co. LLP September 2006 - June 2008
BKD, LLP January 2005 - August 2006
Edward Jones June 2002 - August 2004
Education
University of Missouri-Saint Louis 1998 — 2002
MBA, Business Adminstration
Truman State University 1993 — 1997
BS, Business Adminstration
Bryan Nobs's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Retirement Planning
Education
United States Air Force Academy 1990 — 1994
B.S, Geography
Grand Rapids High School 1988 — 1990
Edward Jones
Skills
Retirement Planning
Education
United States Air Force Academy 1990 — 1994
B.S, Geography
Grand Rapids High School 1988 — 1990
Daniel Valois's Edward Jones Experience 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
Investors Group Financial Services Inc. January 2012 - January 2014
Nortel 1999 - 2009
Bell Northern Research 1991 - 1999
Skills
Strategic Financial..., Telecommunications, Protocol Design, VoIP, Requirements Analysis, Software Development, Integration, PMP, Software Project..., Team Leadership, ClearCase, Project Management, Networking, Program Management, IP, Ethernet, Estate Planning, Financial Planning
Education
CCH / Advocis 2010 — 2010
CFP courses, Financial Planning and Services
Canadian Securities Institute 2011 — 2011
Canadian Securities Course, Investments and Securities
Université de Sherbrooke 1985 — 1990
M. Sc. A., Electrical Engineering, protocol design
Edward Jones 2014 - Present
Investors Group Financial Services Inc. January 2012 - January 2014
Nortel 1999 - 2009
Bell Northern Research 1991 - 1999
Skills
Strategic Financial..., Telecommunications, Protocol Design, VoIP, Requirements Analysis, Software Development, Integration, PMP, Software Project..., Team Leadership, ClearCase, Project Management, Networking, Program Management, IP, Ethernet, Estate Planning, Financial Planning
Education
CCH / Advocis 2010 — 2010
CFP courses, Financial Planning and Services
Canadian Securities Institute 2011 — 2011
Canadian Securities Course, Investments and Securities
Université de Sherbrooke 1985 — 1990
M. Sc. A., Electrical Engineering, protocol design
Melissa Dintaman (Grillot)'s Edward Jones Experience July 2012 - Present
Job Unit Trust Trader
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Edward Jones June 2011 - June 2012
Cerner Corporation May 2010 - July 2010
Skills
Series 7, Series 66, Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Analysis, Adaptability, Error Correction, Financial Modeling, Account Management, Financial Analysis
Education
Truman State University 2007 — 2010
Business Administration, Finance, Management and International Business
Edward Jones July 2012 - Present
Edward Jones June 2011 - June 2012
Cerner Corporation May 2010 - July 2010
Skills
Series 7, Series 66, Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Analysis, Adaptability, Error Correction, Financial Modeling, Account Management, Financial Analysis
Education
Truman State University 2007 — 2010
Business Administration, Finance, Management and International Business
Monica Vohsen's Edward Jones Experience June 2000 - December 2005
Job Accountant
Industry Defense & Space
Experience
Reisch Haley Properties October 2009 - Present
Accounting Resources June 2009 - June 2009
Development Dynamics, LLC June 2007 - June 2008
Edward Jones June 2000 - December 2005
Edward Jones July 1998 - May 2000
Edward Jones May 1997 - June 1998
Edward Jones February 1996 - April 1997
Edward Jones May 1993 - January 1996
Skills
Financial Services, Bank Reconciliation, Information Systems, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Webster University 1994 — 1997
Master of Arts
Truman State University 1988 — 1992
Bachelor of Science
Reisch Haley Properties October 2009 - Present
Accounting Resources June 2009 - June 2009
Development Dynamics, LLC June 2007 - June 2008
Edward Jones June 2000 - December 2005
Edward Jones July 1998 - May 2000
Edward Jones May 1997 - June 1998
Edward Jones February 1996 - April 1997
Edward Jones May 1993 - January 1996
Skills
Financial Services, Bank Reconciliation, Information Systems, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Webster University 1994 — 1997
Master of Arts
Truman State University 1988 — 1992
Bachelor of Science
Dora Yañez's Edward Jones Experience November 2014 - May 2015
Job Meridian Enterprises Corporation
Industry Management Consulting
Experience
Edward Jones November 2014 - May 2015
Cognizant Technology Solutions June 2012 - July 2014
Liceo de Monterrey July 2011 - July 2012
Neoris Consulting Services February 2010 - January 2011
ACS XEROX Company February 2009 - February 2010
Neoris Consulting Services March 2007 - October 2008
Skills
Business Analysis, Project Management, Risk Management, Project Portfolio..., Graphic Design, Web Design, Microsoft Office, SharePoint, Software Documentation, Process Improvement, Analysis, Change Management, Software Project..., Quality Assurance, Leadership
Education
Universidad Regiomontana, A.C. 2000 — 2003
Bachelor of Science (B.S.), Ingeniero en Sistemas de Información
Edward Jones November 2014 - May 2015
Cognizant Technology Solutions June 2012 - July 2014
Liceo de Monterrey July 2011 - July 2012
Neoris Consulting Services February 2010 - January 2011
ACS XEROX Company February 2009 - February 2010
Neoris Consulting Services March 2007 - October 2008
Skills
Business Analysis, Project Management, Risk Management, Project Portfolio..., Graphic Design, Web Design, Microsoft Office, SharePoint, Software Documentation, Process Improvement, Analysis, Change Management, Software Project..., Quality Assurance, Leadership
Education
Universidad Regiomontana, A.C. 2000 — 2003
Bachelor of Science (B.S.), Ingeniero en Sistemas de Información
Kathleen Schulte, CPA's Edward Jones Experience June 2008 - December 2008
Job Audit Supervisor at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace July 2015 - Present
Brown Smith Wallace July 2013 - June 2015
Brown Smith Wallace October 2010 - June 2013
Reinsurance Group of America June 2009 - August 2009
Anders Minkler & Diehl LLP January 2009 - April 2009
Edward Jones June 2008 - December 2008
Truman State University January 2007 - December 2007
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, CPA, Financial Analysis, GAAP, Financial Statements
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master's degree, Accounting
Truman State University 2004 — 2007
Bachelor of Science, Economics
Brown Smith Wallace July 2015 - Present
Brown Smith Wallace July 2013 - June 2015
Brown Smith Wallace October 2010 - June 2013
Reinsurance Group of America June 2009 - August 2009
Anders Minkler & Diehl LLP January 2009 - April 2009
Edward Jones June 2008 - December 2008
Truman State University January 2007 - December 2007
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, CPA, Financial Analysis, GAAP, Financial Statements
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master's degree, Accounting
Truman State University 2004 — 2007
Bachelor of Science, Economics
Susan Spradling's Edward Jones Experience January 1981 - August 1993
Job Independent Fashion Consultant
Industry Consumer Goods
Experience
CAbi, Carol Anderson by invitation July 2011 - Present
CAbi-Carol Anderson by Invitation July 2011 - Present
Edward Jones January 1981 - August 1993
Skills
Wardrobe, Personal Shopping, Styling, Fashion, Fashion Shows, Apparel, Private Label, Fashion Buying, Trend Analysis, Visual Merchandising, Sewing, Merchandising, Assortment, Public Speaking
Education
Truman State University 1977 — 1981
B.S., Business Administration
CAbi, Carol Anderson by invitation July 2011 - Present
CAbi-Carol Anderson by Invitation July 2011 - Present
Edward Jones January 1981 - August 1993
Skills
Wardrobe, Personal Shopping, Styling, Fashion, Fashion Shows, Apparel, Private Label, Fashion Buying, Trend Analysis, Visual Merchandising, Sewing, Merchandising, Assortment, Public Speaking
Education
Truman State University 1977 — 1981
B.S., Business Administration
Brian Broberg's Edward Jones Experience August 1996 - January 2005
Job
Industry Financial Services
Experience
Broberg Investment Group, LLC January 2005 - Present
Edward Jones August 1996 - January 2005
Summit Financial Group - Maryland August 1994 - July 1996
Skills
Securities, Investments, Leadership Development, Public Speaking, Writing
Education
US Naval Academy 1981 — 1985
Bachelor of Science (BS), Engineering
Broberg Investment Group, LLC January 2005 - Present
Edward Jones August 1996 - January 2005
Summit Financial Group - Maryland August 1994 - July 1996
Skills
Securities, Investments, Leadership Development, Public Speaking, Writing
Education
US Naval Academy 1981 — 1985
Bachelor of Science (BS), Engineering
Justin Fanger's Edward Jones Experience November 2013 - Present
Job at
Industry Accounting
Karen Gratza's Edward Jones Experience April 1993 - Present
Job Sr. Programmer Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones April 1993 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Microsoft Word
Education
St.Louis University
MBA, Business
Truman State University
BS, Business Administration
Edward Jones April 1993 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Microsoft Word
Education
St.Louis University
MBA, Business
Truman State University
BS, Business Administration
Samuel Phelps's Edward Jones Experience May 2007 - August 2007
Job Vice President SBA/Commercial Lending at Affiliated Bank
Industry Banking
Experience
Affiliated Bank August 2014 - Present
Affiliated Bank October 2012 - August 2014
Affiliated Bank November 2010 - October 2012
Edward Jones May 2007 - August 2007
Cornerstone Government Affairs January 2007 - May 2007
Missouri State Attorney General's Office May 2006 - August 2006
Skills
Financial Analysis, Credit Analysis, Cash Flow Lending, Portfolio Management, Loans, Excel, Portfolio Analysis, Trend Analysis, Stress Testing, Cash Flow Valuation, Loan Portfolio Analysis, Microsoft Excel, Analysis, Investments, Financial Modeling, Loan Auditing, Return on Investment..., Price Setting, Price Forecasting, Commercial Banking, Real Estate Economics, Risk Management, Real Estate, Cash Flow, Investment Properties, Financial Structuring, Financial Risk, Risk Analysis, Financial Forecasting, Cash Flow Forecasting, Credit, Finance, Underwriting, Commercial Lending, Commercial Mortgages, Banking, SBA, Business Acquisition..., Small Business Lending, Refinance, Credit Risk
Education
University of Missouri-Columbia 2008 — 2010
Business Administration, Banking & Finance / Economics, Cum Laude
Leadership Arlington 2013 — 2013
The Washington Center Washington, District of Columbia 2007 — 2007
Truman State University 2003 — 2007
Jefferson City High School 1999 — 2003
Affiliated Bank August 2014 - Present
Affiliated Bank October 2012 - August 2014
Affiliated Bank November 2010 - October 2012
Edward Jones May 2007 - August 2007
Cornerstone Government Affairs January 2007 - May 2007
Missouri State Attorney General's Office May 2006 - August 2006
Skills
Financial Analysis, Credit Analysis, Cash Flow Lending, Portfolio Management, Loans, Excel, Portfolio Analysis, Trend Analysis, Stress Testing, Cash Flow Valuation, Loan Portfolio Analysis, Microsoft Excel, Analysis, Investments, Financial Modeling, Loan Auditing, Return on Investment..., Price Setting, Price Forecasting, Commercial Banking, Real Estate Economics, Risk Management, Real Estate, Cash Flow, Investment Properties, Financial Structuring, Financial Risk, Risk Analysis, Financial Forecasting, Cash Flow Forecasting, Credit, Finance, Underwriting, Commercial Lending, Commercial Mortgages, Banking, SBA, Business Acquisition..., Small Business Lending, Refinance, Credit Risk
Education
University of Missouri-Columbia 2008 — 2010
Business Administration, Banking & Finance / Economics, Cum Laude
Leadership Arlington 2013 — 2013
The Washington Center Washington, District of Columbia 2007 — 2007
Truman State University 2003 — 2007
Jefferson City High School 1999 — 2003
Steve Rarick's Edward Jones Experience April 2014 - Present
Job Department Leader Associate Relations at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
St Pius X High School 2012 - Present
Edward Jones November 2002 - April 2014
Our Lady Schools December 2008 - 2014
Skills
Leadership, Succession Planning, Training, Talent Management, Leadership Development, Risk Management, Team Leadership, Process Improvement, Coaching, Employee Relations, Performance Management, Performance Improvement, Management Consulting
Education
Webster University 2003 — 2006
Masters, Human Resources Development
Truman State University 1990 — 1994
BS, Psychology
DeWitt Central 1986 — 1990
Edward Jones April 2014 - Present
St Pius X High School 2012 - Present
Edward Jones November 2002 - April 2014
Our Lady Schools December 2008 - 2014
Skills
Leadership, Succession Planning, Training, Talent Management, Leadership Development, Risk Management, Team Leadership, Process Improvement, Coaching, Employee Relations, Performance Management, Performance Improvement, Management Consulting
Education
Webster University 2003 — 2006
Masters, Human Resources Development
Truman State University 1990 — 1994
BS, Psychology
DeWitt Central 1986 — 1990
Scott Gal, MBA's Edward Jones Experience November 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
ALPS Portfolio Solutions June 2011 - November 2014
ALPS Distributors July 2008 - June 2011
UNION BANK AND TRUST May 2005 - June 2008
Education
University of Colorado at Denver 2009 — 2012
Master of Business Administration (MBA), MBA
Union College (NE) 2002 — 2005
BS, Business Admin - Marketing
Edward Jones November 2014 - Present
ALPS Portfolio Solutions June 2011 - November 2014
ALPS Distributors July 2008 - June 2011
UNION BANK AND TRUST May 2005 - June 2008
Education
University of Colorado at Denver 2009 — 2012
Master of Business Administration (MBA), MBA
Union College (NE) 2002 — 2005
BS, Business Admin - Marketing
John J. Sastry's Edward Jones Experience April 2006 - September 2010
Job Financial Services Executive
Industry Law Practice
Experience
Financial Services September 2010 - Present
Edward Jones April 2006 - September 2010
AXA Advisors 2001 - 2004
Education
University of Missouri-Columbia School of Law 1988 — 1991
Juris Doctor
Truman State University 1985 — 1988
Certified Financial Planner Board of Standards
Financial Services September 2010 - Present
Edward Jones April 2006 - September 2010
AXA Advisors 2001 - 2004
Education
University of Missouri-Columbia School of Law 1988 — 1991
Juris Doctor
Truman State University 1985 — 1988
Certified Financial Planner Board of Standards
Kevin Kraemer's Edward Jones Experience April 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2009 - Present
Merrill Lynch February 1997 - April 2009
Unisys August 1983 - January 1997
Education
UCLA Anderson School of Management 1990 — 1993
MBA, Finance
Wayne State College 1979 — 1983
B.S., Finance
Edward Jones April 2009 - Present
Merrill Lynch February 1997 - April 2009
Unisys August 1983 - January 1997
Education
UCLA Anderson School of Management 1990 — 1993
MBA, Finance
Wayne State College 1979 — 1983
B.S., Finance
Julie Grant, SPHR's Edward Jones Experience February 2008 - Present
Job Senior Human Resource Professional
Industry Financial Services
Experience
Edward Jones February 2008 - Present
Genencor, A Danisco Division April 2003 - January 2008
Frito Lay May 2001 - April 2003
Mallinckrodt February 1993 - November 2000
Skills
Leadership Development, Performance Management, Human Resources, Change Management, Recruiting, Workforce Planning, Deferred Compensation, Talent Management, Employee Benefits, Leadership, Strategic Planning, Benefits Administration, Personnel Management, Organizational Design, Succession Planning, Talent Acquisition, Temporary Placement, Onboarding
Education
Washington University in St. Louis 1998 — 2000
Masters, Human Resource Management
Tulane University
Bachelors, Political Science
Edward Jones February 2008 - Present
Genencor, A Danisco Division April 2003 - January 2008
Frito Lay May 2001 - April 2003
Mallinckrodt February 1993 - November 2000
Skills
Leadership Development, Performance Management, Human Resources, Change Management, Recruiting, Workforce Planning, Deferred Compensation, Talent Management, Employee Benefits, Leadership, Strategic Planning, Benefits Administration, Personnel Management, Organizational Design, Succession Planning, Talent Acquisition, Temporary Placement, Onboarding
Education
Washington University in St. Louis 1998 — 2000
Masters, Human Resource Management
Tulane University
Bachelors, Political Science
Troy Lingley's Edward Jones Experience July 1992 - Present
Job
Industry
Experience
Edward Jones July 1992 - Present
Education
United States Military Academy at West Point 1985 — 1989
Edward Jones July 1992 - Present
Education
United States Military Academy at West Point 1985 — 1989
Bjorn Hauerbach's Edward Jones Experience July 2014 - September 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Army January 1987 - January 2015
Edward Jones July 2014 - September 2014
UBS Financial Services Inc. June 2012 - July 2014
UBS July 2008 - December 2009
UBS December 1999 - July 2008
Merrill Lynch August 1997 - December 1999
Skills
Team Leadership, Process Improvement, Analysis, Leadership, Management, Operations Management, Finance, Program Management, Training, Financial Analysis, Budgets, Military, Contract Negotiation, Security Clearance, Strategic Planning, Team Building, DoD, Government, Customer Service, Military Operations, Operational Planning, Military Experience, National Security
Education
UC Irvine, Extension 2015 — 2015
Personal Financial Planning, Personal Financial Planning
Woodbury University 1994 — 1997
MBA, Finance
UCSD 1981 — 1987
BA, Urban Studies and Planning
Army January 1987 - January 2015
Edward Jones July 2014 - September 2014
UBS Financial Services Inc. June 2012 - July 2014
UBS July 2008 - December 2009
UBS December 1999 - July 2008
Merrill Lynch August 1997 - December 1999
Skills
Team Leadership, Process Improvement, Analysis, Leadership, Management, Operations Management, Finance, Program Management, Training, Financial Analysis, Budgets, Military, Contract Negotiation, Security Clearance, Strategic Planning, Team Building, DoD, Government, Customer Service, Military Operations, Operational Planning, Military Experience, National Security
Education
UC Irvine, Extension 2015 — 2015
Personal Financial Planning, Personal Financial Planning
Woodbury University 1994 — 1997
MBA, Finance
UCSD 1981 — 1987
BA, Urban Studies and Planning
Jewell Head's Edward Jones Experience August 1990 - October 2012
Job Past Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1990 - October 2012
Skills
Uniform Combined State..., Series 7, Mutual Funds, Retirement Planning, Series 63, IRAs, Fixed Annuities, Securities, Investments, Financial Advisory, Investment Advisory, Insurance, Strategic Financial..., Bonds, Office Management and...
Education
Brookfield High School
Truman State University
no degree, business
Edward Jones August 1990 - October 2012
Skills
Uniform Combined State..., Series 7, Mutual Funds, Retirement Planning, Series 63, IRAs, Fixed Annuities, Securities, Investments, Financial Advisory, Investment Advisory, Insurance, Strategic Financial..., Bonds, Office Management and...
Education
Brookfield High School
Truman State University
no degree, business
Orlando Taylor's Edward Jones Experience June 1999 - April 2006
Job Technical Support Analyst at Trinchero Family Estates
Industry Information Technology and Services
Experience
Trinchero Family Estates February 2015 - Present
Rose International July 2013 - February 2015
TEKsystems November 2012 - June 2013
Randstad September 2012 - November 2012
Aspire Public Schools July 2011 - August 2012
Fairfield Suisun Independent School District August 2010 - June 2011
Richland College June 2007 - June 2009
Edward Jones June 1999 - April 2006
Edward Jones June 1999 - February 2001
Skills
MS Office Suite, SQL, HTML 5, 10 Key, Adobe Photoshop, Adobe Illustrator, Active Directory..., Cisco VPN, LANDesk, IT Service Management, VMware, Citrix, VDI, SnagIt, Lyrical, Lync Server 2010, Adobe Acrobat, WebEx, MeetingPlace, Windows 7, Windows XP Pro, iPad, Android, iPhone Support, Blackberry OS, Phone SupportHelp..., CITR, Ticketing Systems, Computer Hardware, Microsoft Office, Technical Support, Help Desk Support, Public Speaking, Social Media, Photoshop, Training, Illustrator, Software Documentation
Education
Webster University 2000 — 2001
Certification, Web Page, Digital/Multimedia and Information Resources Design
Truman State University 1985 — 1989
Bachelor's of Science, Mathematics
Sumner High School
Trinchero Family Estates February 2015 - Present
Rose International July 2013 - February 2015
TEKsystems November 2012 - June 2013
Randstad September 2012 - November 2012
Aspire Public Schools July 2011 - August 2012
Fairfield Suisun Independent School District August 2010 - June 2011
Richland College June 2007 - June 2009
Edward Jones June 1999 - April 2006
Edward Jones June 1999 - February 2001
Skills
MS Office Suite, SQL, HTML 5, 10 Key, Adobe Photoshop, Adobe Illustrator, Active Directory..., Cisco VPN, LANDesk, IT Service Management, VMware, Citrix, VDI, SnagIt, Lyrical, Lync Server 2010, Adobe Acrobat, WebEx, MeetingPlace, Windows 7, Windows XP Pro, iPad, Android, iPhone Support, Blackberry OS, Phone SupportHelp..., CITR, Ticketing Systems, Computer Hardware, Microsoft Office, Technical Support, Help Desk Support, Public Speaking, Social Media, Photoshop, Training, Illustrator, Software Documentation
Education
Webster University 2000 — 2001
Certification, Web Page, Digital/Multimedia and Information Resources Design
Truman State University 1985 — 1989
Bachelor's of Science, Mathematics
Sumner High School
Anne Marie Petersen's Edward Jones Experience January 2010 - Present
Job Senior BOA at Edward Jones
Industry Accounting
Experience
Edward Jones January 2010 - Present
Inet LLC December 2000 - Present
Doherty, Beals, & Banks, PC. September 1998 - Present
Filene's May 1990 - August 1998
Education
University of Ulster 1986 — 1990
Bachelor's degree, Business Administration, Management and Operations
Ursuline College 1982 — 1986
Edward Jones January 2010 - Present
Inet LLC December 2000 - Present
Doherty, Beals, & Banks, PC. September 1998 - Present
Filene's May 1990 - August 1998
Education
University of Ulster 1986 — 1990
Bachelor's degree, Business Administration, Management and Operations
Ursuline College 1982 — 1986
Carly Ringstaff's Edward Jones Experience September 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Pediatric Associates of Southwest MO February 2008 - September 2008
Skills
Administrative..., Office Management, Outlook, 401k, Data Entry, Customer Service, Retirement, Microsoft Excel, Microsoft Word, Time Management, Telephone Skills, Event Planning, Calendaring, Employee Benefits, 10 Key, Travel Arrangements, Confidentiality, Spreadsheets, Office Administration
Education
Tulsa Community College 2005 — 2007
General Studies, Liberal Arts and Sciences, General Studies and Humanities
Edward Jones September 2008 - Present
Pediatric Associates of Southwest MO February 2008 - September 2008
Skills
Administrative..., Office Management, Outlook, 401k, Data Entry, Customer Service, Retirement, Microsoft Excel, Microsoft Word, Time Management, Telephone Skills, Event Planning, Calendaring, Employee Benefits, 10 Key, Travel Arrangements, Confidentiality, Spreadsheets, Office Administration
Education
Tulsa Community College 2005 — 2007
General Studies, Liberal Arts and Sciences, General Studies and Humanities
Lesley Preston's Edward Jones Experience November 2008 - May 2010
Job Quality Senior Manager at CHAN Healthcare
Industry Hospital & Health Care
Experience
CHAN Healthcare May 2010 - Present
Edward Jones November 2008 - May 2010
KPMG US November 2005 - November 2008
Skills
Internal Audit, Internal Controls, Risk Assessment, Data Analytics, CPA, Certified Fraud Examiner, Certified Internal..., Supervisory Experience
Education
University of Missouri-Kansas City 2003 — 2005
Master of Science (MS), Accounting
Truman State University 1998 — 2002
Bachelor of Science (BS), Accounting and Business/Management
CHAN Healthcare May 2010 - Present
Edward Jones November 2008 - May 2010
KPMG US November 2005 - November 2008
Skills
Internal Audit, Internal Controls, Risk Assessment, Data Analytics, CPA, Certified Fraud Examiner, Certified Internal..., Supervisory Experience
Education
University of Missouri-Kansas City 2003 — 2005
Master of Science (MS), Accounting
Truman State University 1998 — 2002
Bachelor of Science (BS), Accounting and Business/Management
Jordan Vetter's Edward Jones Experience December 2010 - July 2014
Job Program Advisor at University Studies Abroad Consortium (USAC)
Industry Higher Education
Experience
University Studies Abroad Consortium (USAC) May 2014 - Present
Edward Jones December 2010 - July 2014
University Studies Abroad Consortium (USAC) March 2014 - May 2014
The Buckle May 2009 - November 2010
Education
University of Nevada-Reno 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2012 — 2013
University Studies Abroad Consortium (USAC) May 2014 - Present
Edward Jones December 2010 - July 2014
University Studies Abroad Consortium (USAC) March 2014 - May 2014
The Buckle May 2009 - November 2010
Education
University of Nevada-Reno 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2012 — 2013
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation