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
Jake Gallagher Jake Gallagher's Edward Jones Experience July 2015 - July 2015
Job Real Estate Development Intern at Peach Properties
Industry Commercial Real Estate
Experience
Peach Properties August 2015 - Present
Fired Pie May 2015 - August 2015
Replay Resellers March 2015 - August 2015
Edward Jones July 2015 - July 2015
iOops 2012 - 2015
Fox Restaurant Concepts August 2012 - October 2014
Skills
Customer Service, Interpersonal..., Mobile Communications, Project Management, Social Media, Teamwork, Time Management, Social Networking, Public Speaking, PowerPoint, Microsoft Word, Research, Event Planning, Microsoft Office, Leadership, Marketing, Sales, Facebook, Entrepreneurship, Team Leadership
Education
University of Arizona 2014 — 2018
Bachelor of Science (B.S.), Finance and Economics, Sophomore
Brophy College Preparatory 2010 — 2014
Peach Properties August 2015 - Present
Fired Pie May 2015 - August 2015
Replay Resellers March 2015 - August 2015
Edward Jones July 2015 - July 2015
iOops 2012 - 2015
Fox Restaurant Concepts August 2012 - October 2014
Skills
Customer Service, Interpersonal..., Mobile Communications, Project Management, Social Media, Teamwork, Time Management, Social Networking, Public Speaking, PowerPoint, Microsoft Word, Research, Event Planning, Microsoft Office, Leadership, Marketing, Sales, Facebook, Entrepreneurship, Team Leadership
Education
University of Arizona 2014 — 2018
Bachelor of Science (B.S.), Finance and Economics, Sophomore
Brophy College Preparatory 2010 — 2014
Koustuv Datta Koustuv Datta's Edward Jones Experience June 2014 - June 2014
Job Day Trader
Industry Internet
Experience
Technical Analysis Trading August 2013 - Present
Investments Club January 2014 - Present
Edward Jones June 2014 - June 2014
Skills
Technical Analysis, Market Analysis
Education
University of Arizona 2014 — 2017
Bachelor's Degree, Math, Finance, GPA: 3.69
High school
High school
Technical Analysis Trading August 2013 - Present
Investments Club January 2014 - Present
Edward Jones June 2014 - June 2014
Skills
Technical Analysis, Market Analysis
Education
University of Arizona 2014 — 2017
Bachelor's Degree, Math, Finance, GPA: 3.69
High school
High school
Whitt Taber Whitt Taber's Edward Jones Experience November 2008 - July 2010
Job Managing Partner/LIFE Management Group
Industry Investment Management
Experience
Maryland Farms YMCA August 2010 - Present
Life Management Group August 2010 - August 2014
Edward Jones November 2008 - July 2010
University of Mississippi 2000 - 2008
Skills
Investments, Marketing, Public Speaking, Event Planning, Strategic Planning, Fundraising, Wealth Management, Financial Analysis, Social Media, Public Relations, Strategic Financial..., Coaching, Sales, Marketing Strategy, Customer Service, Microsoft Office, Social Media Marketing, PowerPoint, Marketing Communications, Event Management, Microsoft Excel, Financial Modeling, Leadership, Business Strategy, Budgets
Education
University of Alabama in Huntsville 1994 — 1996
Bachelor's, Business Administration, Marketing
Maryland Farms YMCA August 2010 - Present
Life Management Group August 2010 - August 2014
Edward Jones November 2008 - July 2010
University of Mississippi 2000 - 2008
Skills
Investments, Marketing, Public Speaking, Event Planning, Strategic Planning, Fundraising, Wealth Management, Financial Analysis, Social Media, Public Relations, Strategic Financial..., Coaching, Sales, Marketing Strategy, Customer Service, Microsoft Office, Social Media Marketing, PowerPoint, Marketing Communications, Event Management, Microsoft Excel, Financial Modeling, Leadership, Business Strategy, Budgets
Education
University of Alabama in Huntsville 1994 — 1996
Bachelor's, Business Administration, Marketing
Dean Mays's Edward Jones Experience 2007 - 2009
Job Staff Accountant at Need Financial Services
Industry Consumer Services
Experience
Need Financial Services October 2013 - March 2014
Edward Jones 2007 - 2009
T. Rowe Price 2002 - 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media
Education
University of Michigan Ann Arbor 1988 — 1991
Bachelor of Arts (B.A.), Communications
University of Arizona 1986 — 1987
Need Financial Services October 2013 - March 2014
Edward Jones 2007 - 2009
T. Rowe Price 2002 - 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media
Education
University of Michigan Ann Arbor 1988 — 1991
Bachelor of Arts (B.A.), Communications
University of Arizona 1986 — 1987
Dustin Terry Dustin Terry's Edward Jones Experience January 2008 - November 2011
Job Financial Advisor, Managing Partner at Clear Harbor Wealth Management
Industry Investment Management
Experience
Clear Harbor Wealth Management May 2013 - Present
Merrill Lynch November 2011 - April 2013
Edward Jones January 2008 - November 2011
Skills
Strategic Financial..., Series 7, Investments, Retirement Planning, Uniform Combined State..., Estate Planning
Education
University of Alabama
Clear Harbor Wealth Management May 2013 - Present
Merrill Lynch November 2011 - April 2013
Edward Jones January 2008 - November 2011
Skills
Strategic Financial..., Series 7, Investments, Retirement Planning, Uniform Combined State..., Estate Planning
Education
University of Alabama
Curtis W. Chambers Curtis W. Chambers's Edward Jones Experience September 1996 - March 2009
Job Chambers Financial Group Private Wealth Management
Industry Financial Services
Experience
Chambers Financial Group March 2009 - Present
Edward Jones September 1996 - March 2009
Greater Largo Chamber of Commerce 2000 - 2002
Army National Guard - 1/124th Infantry Regiment September 1995 - September 1998
Bankers Life and Casualty January 1991 - August 1996
DMB&B September 1987 - September 1989
Skills
Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Public Speaking, Insurance, Fixed Annuities, Wealth Management, Finance, Securities, Financial Planning, Stocks, Bonds, Financial Advisory, Portfolio Management, Asset Management, Series 7, Asset Allocation, Management
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
University of Arkansas at Fayetteville 1981 — 1985
Bachelor's Degree, English
Chambers Financial Group March 2009 - Present
Edward Jones September 1996 - March 2009
Greater Largo Chamber of Commerce 2000 - 2002
Army National Guard - 1/124th Infantry Regiment September 1995 - September 1998
Bankers Life and Casualty January 1991 - August 1996
DMB&B September 1987 - September 1989
Skills
Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Public Speaking, Insurance, Fixed Annuities, Wealth Management, Finance, Securities, Financial Planning, Stocks, Bonds, Financial Advisory, Portfolio Management, Asset Management, Series 7, Asset Allocation, Management
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
University of Arkansas at Fayetteville 1981 — 1985
Bachelor's Degree, English
Mary Rose Eagan Mary Rose Eagan's Edward Jones Experience January 2008 - July 2011
Job Marketing Consultant
Industry Financial Services
Experience
Cetera Financial Group May 2014 - Present
LPL Financial February 2014 - May 2014
LPL Financial December 2011 - February 2014
Edward Jones January 2008 - July 2011
Chandler Unified School District July 2000 - December 2007
Skills
Training, Public Speaking, Marketing, Leadership Development, Strategic Planning, Coaching, Series 7, Curriculum Design, Event Planning, Marketing Strategy, Program Management, Training Delivery, Event Management, Relationship Management, Series 63, Marketing Communications, Uniform Combined State..., Corporate Events, Content Development, Project Management
Education
Northern Arizona University 2002 — 2004
Master of Education (M.Ed.), Curriculum Design and Instruction
University of Arizona 1995 — 1999
Bachelor of Arts (BA), Elementary Education
Cetera Financial Group May 2014 - Present
LPL Financial February 2014 - May 2014
LPL Financial December 2011 - February 2014
Edward Jones January 2008 - July 2011
Chandler Unified School District July 2000 - December 2007
Skills
Training, Public Speaking, Marketing, Leadership Development, Strategic Planning, Coaching, Series 7, Curriculum Design, Event Planning, Marketing Strategy, Program Management, Training Delivery, Event Management, Relationship Management, Series 63, Marketing Communications, Uniform Combined State..., Corporate Events, Content Development, Project Management
Education
Northern Arizona University 2002 — 2004
Master of Education (M.Ed.), Curriculum Design and Instruction
University of Arizona 1995 — 1999
Bachelor of Arts (BA), Elementary Education
Jason Pepperman's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Education
University of Alabama 2010 — 2012
Family Financial Planning & Counseling
Baldwin County High School 1988 — 1992
High School Diploma/GED
Edward Jones February 2015 - Present
Education
University of Alabama 2010 — 2012
Family Financial Planning & Counseling
Baldwin County High School 1988 — 1992
High School Diploma/GED
Fabio Mire's Edward Jones Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Wall Street Scholars Program February 2015 - Present
Eller Leadership Board April 2015 - Present
Deutsche Bank June 2015 - August 2015
Financial Management Association April 2014 - May 2015
Modular Mining Systems February 2014 - May 2015
Eller Leadership Board April 2014 - April 2015
Associated Students of the University of Arizona (ASUA) April 2014 - April 2015
Edward Jones June 2014 - August 2014
Associated Students of the University of Arizona (ASUA) April 2013 - April 2014
Financial Management Association April 2013 - April 2014
Skills
Business Management, Market Research, Customer Service, Customer Engagement, Risk Management, Leadership, Time Management, Teamwork, PowerPoint, Microsoft Excel, Team Leadership, Economics, Finance, Management
Education
University of Arizona 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Psychology, 3.94
Wall Street Scholars Program February 2015 - Present
Eller Leadership Board April 2015 - Present
Deutsche Bank June 2015 - August 2015
Financial Management Association April 2014 - May 2015
Modular Mining Systems February 2014 - May 2015
Eller Leadership Board April 2014 - April 2015
Associated Students of the University of Arizona (ASUA) April 2014 - April 2015
Edward Jones June 2014 - August 2014
Associated Students of the University of Arizona (ASUA) April 2013 - April 2014
Financial Management Association April 2013 - April 2014
Skills
Business Management, Market Research, Customer Service, Customer Engagement, Risk Management, Leadership, Time Management, Teamwork, PowerPoint, Microsoft Excel, Team Leadership, Economics, Finance, Management
Education
University of Arizona 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Psychology, 3.94
Mallory Morrison Mallory Morrison's Edward Jones Experience January 2015 - Present
Job RDP at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
For The Kids at The University of Arizona August 2014 - May 2015
Tri Delta Sorority November 2013 - November 2014
Edward Jones June 2014 - August 2014
Apple April 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, VPN, Mac OS, Customer Service, Call Centers, PowerPoint, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Accounting, Time Management, Team Leadership, Economics, Event Planning, Sales, Social Networking, Academic Achievement, Leadership, Motivated self-starter, Team Management
Education
University of Arizona, Eller College of Management 2011 — 2015
B.S.B.A., Finance, Junior
Edward Jones January 2015 - Present
For The Kids at The University of Arizona August 2014 - May 2015
Tri Delta Sorority November 2013 - November 2014
Edward Jones June 2014 - August 2014
Apple April 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, VPN, Mac OS, Customer Service, Call Centers, PowerPoint, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Accounting, Time Management, Team Leadership, Economics, Event Planning, Sales, Social Networking, Academic Achievement, Leadership, Motivated self-starter, Team Management
Education
University of Arizona, Eller College of Management 2011 — 2015
B.S.B.A., Finance, Junior
Ilya Yusufov Ilya Yusufov's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Banking
Experience
Edward Jones June 2015 - Present
TD May 2014 - May 2015
Center for Economic Growth October 2014 - December 2014
Preferred Merchant Services LLC July 2013 - September 2013
Mega M LLC May 2013 - July 2013
Skills
Public Speaking, Team Leadership, Teamwork, Organization, Time Management, Customer Service, Global Events, Microsoft Word, PowerPoint, Microsoft Excel, Research, Sales, Leadership, Strategic Communications, Banking, Event Planning, Microsoft Office, Social Media, Social Networking, Financial Analysis, Management, Finance
Education
SUNY Albany 2012 — 2016
Bachelor of Science (B.S.), Economics, Finance, Junior
Edward Jones June 2015 - Present
TD May 2014 - May 2015
Center for Economic Growth October 2014 - December 2014
Preferred Merchant Services LLC July 2013 - September 2013
Mega M LLC May 2013 - July 2013
Skills
Public Speaking, Team Leadership, Teamwork, Organization, Time Management, Customer Service, Global Events, Microsoft Word, PowerPoint, Microsoft Excel, Research, Sales, Leadership, Strategic Communications, Banking, Event Planning, Microsoft Office, Social Media, Social Networking, Financial Analysis, Management, Finance
Education
SUNY Albany 2012 — 2016
Bachelor of Science (B.S.), Economics, Finance, Junior
Bryce Jones Bryce Jones's Edward Jones Experience May 2009 - May 2010
Job Development Associate at The Retail Connection
Industry Commercial Real Estate
Experience
The Retail Connection February 2014 - Present
Allstate September 2012 - January 2014
Allstate December 2011 - September 2012
JPMorgan Chase October 2010 - November 2011
INSIGHT MERCHANDISING, INC. May 2010 - October 2010
Arvest Fixed Income Portfolio August 2009 - May 2010
Edward Jones May 2009 - May 2010
Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Financial Reporting, Strategic Financial..., Accounting, Valuation, Microsoft Excel, Real Estate Development, Customer Service, Sales
Education
University of Arkansas at Fayetteville 2006 — 2010
Financial Management/Investments
Southlake Carroll 2002 — 2006
The Retail Connection February 2014 - Present
Allstate September 2012 - January 2014
Allstate December 2011 - September 2012
JPMorgan Chase October 2010 - November 2011
INSIGHT MERCHANDISING, INC. May 2010 - October 2010
Arvest Fixed Income Portfolio August 2009 - May 2010
Edward Jones May 2009 - May 2010
Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Financial Reporting, Strategic Financial..., Accounting, Valuation, Microsoft Excel, Real Estate Development, Customer Service, Sales
Education
University of Arkansas at Fayetteville 2006 — 2010
Financial Management/Investments
Southlake Carroll 2002 — 2006
Jordan Long's Edward Jones Experience May 2013 - June 2014
Job Associate Wealth Management Advisor at Legacy Capital Group LLC
Industry Financial Services
Experience
Legacy Capital Group LLC June 2014 - Present
Edward Jones May 2013 - June 2014
Southwestern Energy January 2011 - May 2013
Lindsey Management December 2008 - August 2010
crāv October 2009 - December 2009
Skills
Investments, Wealth Management, Financial Analysis, Hedge Funds, Financial Reporting, Microsoft Excel, Financial Modeling, Corporate Finance, Portfolio Optimization, Cash Management, Fixed Income Strategies, Accounting, Hyperion Enterprise, Entrepreneurship, Variance Analysis, Social Media Marketing, SEC filings, Start-up Consulting, Early-stage Startups, Account Reconciliation, Horizon, Social Media, series 66, Finance, Sales, AS400, Cognos, Stock Market, XBRL, Oracle Applications, Treasury Systems, XML, Hyperion, General Ledger..., US GAAP, Startup Development, Start-up Ventures, Managing Start-ups, Finance System..., Financial Markets, Oracle, SQL, Oracle SQL Developer, Oil & Gas Industry, Equity Trading, Stock Trading, Series 7, Treasury Management, BDCs, Mutual Funds
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Major: Finance Minor: Economics
Legacy Capital Group LLC June 2014 - Present
Edward Jones May 2013 - June 2014
Southwestern Energy January 2011 - May 2013
Lindsey Management December 2008 - August 2010
crāv October 2009 - December 2009
Skills
Investments, Wealth Management, Financial Analysis, Hedge Funds, Financial Reporting, Microsoft Excel, Financial Modeling, Corporate Finance, Portfolio Optimization, Cash Management, Fixed Income Strategies, Accounting, Hyperion Enterprise, Entrepreneurship, Variance Analysis, Social Media Marketing, SEC filings, Start-up Consulting, Early-stage Startups, Account Reconciliation, Horizon, Social Media, series 66, Finance, Sales, AS400, Cognos, Stock Market, XBRL, Oracle Applications, Treasury Systems, XML, Hyperion, General Ledger..., US GAAP, Startup Development, Start-up Ventures, Managing Start-ups, Finance System..., Financial Markets, Oracle, SQL, Oracle SQL Developer, Oil & Gas Industry, Equity Trading, Stock Trading, Series 7, Treasury Management, BDCs, Mutual Funds
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Major: Finance Minor: Economics
Thomas Pound's Edward Jones Experience December 2012 - July 2013
Job Portfolio Manager, Stock Analyst, Researcher, and Educator
Industry Financial Services
Experience
Rutland South Supervisory Union August 2015 - Present
Seeking Alpha January 2015 - Present
Marketocracy May 2014 - Present
Fairewinds Energy Education May 2014 - Present
The Baby Adjusters September 2010 - Present
Lee County School District August 2013 - August 2015
HD Vest Financial Services April 2014 - August 2014
Edward Jones December 2012 - July 2013
Edward Jones May 2011 - December 2012
Vermont Public Schools July 2004 - January 2011
Skills
Asset Allocation, Series 7, Financial Advisory, Life Insurance, Strategic Financial..., Retirement, Uniform Combined State..., Insurance, Finance, 401k, Investment Management, Research, Photography, Management, Retirement Planning, Investment Strategies, Alternative Investments, Sales, Marketing, Portfolio Management, Wealth Management, Stocks, Wealth, Personal Finance, Fixed Income, Bonds, Series 63, Investment Advisory, IRAs, Estate Planning, Financial Services, 401k Rollovers, Securities, Asset Management, Roth IRA, Term Life Insurance, Financial Analysis, Wealth Management..., Equities, Financial Planners, ETFs, Statistics, 529 Plans, Ghostwriting, Stock Market Analysis, Mutual Funds, Investments, Public Speaking, Financial Planning, Leadership
Education
University of Montevallo 1999 — 2002
Master of Education, 2002; Education Administration (P
University of Alabama 1986 — 1987
Bachelor of Science, Secondary Education; Mathematics
University of Alabama 1981 — 1985
Bachelor of Arts, Speech Communication
Rutland South Supervisory Union August 2015 - Present
Seeking Alpha January 2015 - Present
Marketocracy May 2014 - Present
Fairewinds Energy Education May 2014 - Present
The Baby Adjusters September 2010 - Present
Lee County School District August 2013 - August 2015
HD Vest Financial Services April 2014 - August 2014
Edward Jones December 2012 - July 2013
Edward Jones May 2011 - December 2012
Vermont Public Schools July 2004 - January 2011
Skills
Asset Allocation, Series 7, Financial Advisory, Life Insurance, Strategic Financial..., Retirement, Uniform Combined State..., Insurance, Finance, 401k, Investment Management, Research, Photography, Management, Retirement Planning, Investment Strategies, Alternative Investments, Sales, Marketing, Portfolio Management, Wealth Management, Stocks, Wealth, Personal Finance, Fixed Income, Bonds, Series 63, Investment Advisory, IRAs, Estate Planning, Financial Services, 401k Rollovers, Securities, Asset Management, Roth IRA, Term Life Insurance, Financial Analysis, Wealth Management..., Equities, Financial Planners, ETFs, Statistics, 529 Plans, Ghostwriting, Stock Market Analysis, Mutual Funds, Investments, Public Speaking, Financial Planning, Leadership
Education
University of Montevallo 1999 — 2002
Master of Education, 2002; Education Administration (P
University of Alabama 1986 — 1987
Bachelor of Science, Secondary Education; Mathematics
University of Alabama 1981 — 1985
Bachelor of Arts, Speech Communication
William French William French's Edward Jones Experience August 2012 - July 2013
Job Account Manager at The Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust October 2013 - September 2014
Edward Jones August 2012 - July 2013
Vining Sparks, IBG December 2011 - January 2012
Coons Franklin Lodge June 2007 - August 2011
Skills
Investments, Financial Analysis, Strategic Financial..., Management, Portfolio Management, Finance, Sales, Financial Reporting, Leadership, Series 7, Series, Financial Planning, Risk Management, Insurance, Bloomberg, Customer Service
Education
University of Alabama 2008 — 2012
BA, Finance - Real Estate
Cardinal Gibbons High School 2004 — 2008
Northern Trust Corporation September 2014 - Present
Northern Trust October 2013 - September 2014
Edward Jones August 2012 - July 2013
Vining Sparks, IBG December 2011 - January 2012
Coons Franklin Lodge June 2007 - August 2011
Skills
Investments, Financial Analysis, Strategic Financial..., Management, Portfolio Management, Finance, Sales, Financial Reporting, Leadership, Series 7, Series, Financial Planning, Risk Management, Insurance, Bloomberg, Customer Service
Education
University of Alabama 2008 — 2012
BA, Finance - Real Estate
Cardinal Gibbons High School 2004 — 2008
Jess Nicholas Jess Nicholas's Edward Jones Experience 2009 - 2013
Job Assistant Director for Communication and Research at Coastal Gateway Regional Economic Development Alliance
Industry Program Development
Experience
Coastal Gateway Regional Economic Development Alliance May 2014 - Present
Edward Jones 2009 - 2013
Gannett 2004 - 2009
Skills
Public Speaking, Team Building, Customer Service, Strategic Planning, Social Media, Marketing, Leadership, Project Management, Microsoft Office, Program Management, Economic Development, Community Economic..., Writing, Creative Writing, Grant Writing, Proposal Writing
Education
University of Alabama 1991 — 1997
BS, New College
Coastal Gateway Regional Economic Development Alliance May 2014 - Present
Edward Jones 2009 - 2013
Gannett 2004 - 2009
Skills
Public Speaking, Team Building, Customer Service, Strategic Planning, Social Media, Marketing, Leadership, Project Management, Microsoft Office, Program Management, Economic Development, Community Economic..., Writing, Creative Writing, Grant Writing, Proposal Writing
Education
University of Alabama 1991 — 1997
BS, New College
Abel Serratos, AAMS® Abel Serratos, AAMS®'s Edward Jones Experience March 2015 - Present
Job Team Leader Equity and Fixed Income Service at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Edward Jones June 2013 - March 2015
Edward Jones June 2012 - June 2013
Safeway June 2005 - June 2012
Edward Jones June 2011 - August 2011
The University of Arizona May 2010 - May 2011
The University of Arizona May 2009 - January 2011
The University of Arizona May 2010 - July 2010
The University of Arizona August 2009 - December 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Outlook, Illustrator, Series 7, Investments, Recruiting, Mutual Funds, Event Planning, Customer Service, Budgets, Team Leadership, Press Releases, Windows, Visio, Mac, Marketing, Time Management, Leadership, Financial Services, ETFs, Equities, Closed-end Funds, College Recruiting, Workflow Management, Excel, Word, Adobe Acrobat, Bloomberg Terminal, Windows 7, Photo Editing, OneNote, Apple Macintosh, Teamwork, Spanish, Microsoft Office
Education
University of Arizona 2007 — 2011
B.S. Business Administration, Accounting
Edward Jones March 2015 - Present
Edward Jones June 2013 - March 2015
Edward Jones June 2012 - June 2013
Safeway June 2005 - June 2012
Edward Jones June 2011 - August 2011
The University of Arizona May 2010 - May 2011
The University of Arizona May 2009 - January 2011
The University of Arizona May 2010 - July 2010
The University of Arizona August 2009 - December 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Photoshop, Outlook, Illustrator, Series 7, Investments, Recruiting, Mutual Funds, Event Planning, Customer Service, Budgets, Team Leadership, Press Releases, Windows, Visio, Mac, Marketing, Time Management, Leadership, Financial Services, ETFs, Equities, Closed-end Funds, College Recruiting, Workflow Management, Excel, Word, Adobe Acrobat, Bloomberg Terminal, Windows 7, Photo Editing, OneNote, Apple Macintosh, Teamwork, Spanish, Microsoft Office
Education
University of Arizona 2007 — 2011
B.S. Business Administration, Accounting
Tyler Kucera, CFP® Tyler Kucera, CFP®'s Edward Jones Experience September 2011 - Present
Job Municipal Bond Position Trader at Edward Jones
Industry Financial Services
Experience
Eller Professional Association of Phoenix December 2014 - Present
Edward Jones September 2011 - Present
Edward Jones June 2008 - September 2011
University of Arizona February 2005 - May 2008
Edward Jones May 2007 - August 2007
Macy's West June 2006 - August 2006
University of Arizona - Residence Life July 2005 - May 2006
Skills
Securities, Traders, Trading, Analysis, Customer Service, Series 7, Bonds, Fixed Income, Bloomberg, Investments, Municipal, Series 63, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Equities, Portfolio Management, Uniform Combined State..., Municipalities
Education
University of Arizona 2004 — 2008
BS, Finance
University of Arizona, Eller College of Management 2004 — 2008
BS, Finance
Eller Professional Association of Phoenix December 2014 - Present
Edward Jones September 2011 - Present
Edward Jones June 2008 - September 2011
University of Arizona February 2005 - May 2008
Edward Jones May 2007 - August 2007
Macy's West June 2006 - August 2006
University of Arizona - Residence Life July 2005 - May 2006
Skills
Securities, Traders, Trading, Analysis, Customer Service, Series 7, Bonds, Fixed Income, Bloomberg, Investments, Municipal, Series 63, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Equities, Portfolio Management, Uniform Combined State..., Municipalities
Education
University of Arizona 2004 — 2008
BS, Finance
University of Arizona, Eller College of Management 2004 — 2008
BS, Finance
Brian Bice's Edward Jones Experience January 2015 - Present
Job Financial advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
DynaVox Technologies June 2011 - June 2014
PDI, Inc. December 2009 - June 2011
Dey August 2008 - December 2009
King Pharmaceuticals Inc. May 2007 - December 2007
PDI, Inc. August 2003 - May 2007
Skills
Sales Operations, Training, Management
Education
University of Alabama
B.S.ed, Sports Medicine
Edward Jones January 2015 - Present
DynaVox Technologies June 2011 - June 2014
PDI, Inc. December 2009 - June 2011
Dey August 2008 - December 2009
King Pharmaceuticals Inc. May 2007 - December 2007
PDI, Inc. August 2003 - May 2007
Skills
Sales Operations, Training, Management
Education
University of Alabama
B.S.ed, Sports Medicine
Kyle Speck Kyle Speck's Edward Jones Experience February 2013 - April 2014
Job MCP IT Professional | Remote Support Engineer
Industry Information Technology and Services
Experience
Data Network Group October 2014 - Present
Edward Jones February 2013 - April 2014
Sill-TerHar Motors September 2012 - February 2013
Open Society Institute September 2010 - May 2011
Urban Strategies August 2009 - June 2010
Escalante Concrete February 2009 - August 2009
Urban Strategies June 2007 - May 2008
Skills
Windows and Microsoft..., Nonprofits, Budgets, Accounting, Proposal Writing, Accounts Payable, Program Management, Strategic Planning, Sales, Management Consulting, Investment Strategies, Finance, Administration, Series 7, Leadership
Education
University of Arizona 2006 — 2009
Bachelor of Science, Business Administration; Accounting
Data Network Group October 2014 - Present
Edward Jones February 2013 - April 2014
Sill-TerHar Motors September 2012 - February 2013
Open Society Institute September 2010 - May 2011
Urban Strategies August 2009 - June 2010
Escalante Concrete February 2009 - August 2009
Urban Strategies June 2007 - May 2008
Skills
Windows and Microsoft..., Nonprofits, Budgets, Accounting, Proposal Writing, Accounts Payable, Program Management, Strategic Planning, Sales, Management Consulting, Investment Strategies, Finance, Administration, Series 7, Leadership
Education
University of Arizona 2006 — 2009
Bachelor of Science, Business Administration; Accounting
Jake Butterfield's Edward Jones Experience June 2013 - August 2013
Job Account Executive at Lamar Advertising Company
Industry Marketing and Advertising
Experience
Lamar Advertising Company August 2014 - Present
Edward Jones June 2013 - August 2013
CBS Outdoor May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Social Media, Athletics, Event Planning, Leadership, Microsoft Word, PowerPoint, Public Speaking, Social Networking
Education
University of Arizona 2010 — 2014
Bachelor of Science (BS), Finance
Lamar Advertising Company August 2014 - Present
Edward Jones June 2013 - August 2013
CBS Outdoor May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Social Media, Athletics, Event Planning, Leadership, Microsoft Word, PowerPoint, Public Speaking, Social Networking
Education
University of Arizona 2010 — 2014
Bachelor of Science (BS), Finance
Austin Yost's Edward Jones Experience June 2015 - Present
Job Student at University of Alabama at Birmingham
Industry Financial Services
Experience
Edward Jones June 2015 - Present
PBT Advantage, LLC July 2014 - May 2015
Encore Payment Systems October 2013 - December 2013
Order of the Arrow BSA May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Windows, Research, Public Speaking, Microsoft Excel, Customer Service, English, Data Analysis, Fundraising, Social Media, Social Networking, Leadership, Teamwork, Event Planning, Time Management
Education
University of Alabama at Birmingham 2012 — 2016
Bachelor's Degree, Finance
Edward Jones June 2015 - Present
PBT Advantage, LLC July 2014 - May 2015
Encore Payment Systems October 2013 - December 2013
Order of the Arrow BSA May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Windows, Research, Public Speaking, Microsoft Excel, Customer Service, English, Data Analysis, Fundraising, Social Media, Social Networking, Leadership, Teamwork, Event Planning, Time Management
Education
University of Alabama at Birmingham 2012 — 2016
Bachelor's Degree, Finance
Froilan Rellora Froilan Rellora's Edward Jones Experience March 2008 - July 2010
Job Chief Investment Officer at Catalina Asset Management
Industry Financial Services
Experience
Catalina Asset Management February 2015 - Present
Secure Investment Management July 2010 - February 2015
Edward Jones March 2008 - July 2010
Skills
Investments, Portfolio Management, Investment Strategies, Fixed Income, Financial Modeling, Finance, Microsoft Excel, Series 7, Bloomberg Terminal, Fixed Income Analysis, Asset Allocation, Retirement Planning, Economic Research, Macroeconomics, Leadership, Securities, Capital Markets Analysis, Financial Analysis, Bloomberg, Mutual Funds, Statistical Data..., Equities, Tactical Asset..., Public Speaking, Series 65
Education
University of Arizona, Eller College of Management 2003 — 2007
BS, Finance
Catalina Asset Management February 2015 - Present
Secure Investment Management July 2010 - February 2015
Edward Jones March 2008 - July 2010
Skills
Investments, Portfolio Management, Investment Strategies, Fixed Income, Financial Modeling, Finance, Microsoft Excel, Series 7, Bloomberg Terminal, Fixed Income Analysis, Asset Allocation, Retirement Planning, Economic Research, Macroeconomics, Leadership, Securities, Capital Markets Analysis, Financial Analysis, Bloomberg, Mutual Funds, Statistical Data..., Equities, Tactical Asset..., Public Speaking, Series 65
Education
University of Arizona, Eller College of Management 2003 — 2007
BS, Finance
Jason Somrak's Edward Jones Experience 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Wealth Management, Retirement, Life Insurance, Insurance, 401k, 401k Rollovers
Education
University of Alabama 2007 — 2011
Finance, Investment Management
Edward Jones 2011 - Present
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Wealth Management, Retirement, Life Insurance, Insurance, 401k, 401k Rollovers
Education
University of Alabama 2007 — 2011
Finance, Investment Management
Abbie Jones-Wilmoth's Edward Jones Experience April 2003 - May 2005
Job .
Industry Mechanical or Industrial Engineering
Experience
ThyssenKrupp October 2014 - Present
Retail Integrity Merchandising Solutions, Inc. September 2011 - July 2014
Moore Mortgage May 2005 - September 2010
Edward Jones April 2003 - May 2005
Skills
Customer Service, Customer Satisfaction, Retail, Forecasting, Sales, P&L Management, Account Management, Call Center Development, Wal-Mart, Cross-functional Team..., Team Building, Project Management, Project Planning, Retail Marketing, Time Management, UPS Shipping, Marketing, Logistics Management, Consumer Goods, Call Centers, Training, Purchasing, Employee Management, Profit, Logistics, International Logistics, Proposal Writing, Project Delivery, Analytics, Consulting, Consumer Lending, Customer Support, Employee Relations, Employee Training, Employment Contracts, Call Center..., FedEx, USPS, Construction Management, Strategy, Inventory Control, Inventory Optimization, Route Planning, Multi-Site Operations, Copics, Reverse Logistics, SOP Development, Cross Cultural..., Management, Inventory Management
Education
University of Arkansas
BS, Logistics, Materials, and Supply Chain Management
University of Tennessee-Knoxville
BS, Finance and Financial Management Services
ThyssenKrupp October 2014 - Present
Retail Integrity Merchandising Solutions, Inc. September 2011 - July 2014
Moore Mortgage May 2005 - September 2010
Edward Jones April 2003 - May 2005
Skills
Customer Service, Customer Satisfaction, Retail, Forecasting, Sales, P&L Management, Account Management, Call Center Development, Wal-Mart, Cross-functional Team..., Team Building, Project Management, Project Planning, Retail Marketing, Time Management, UPS Shipping, Marketing, Logistics Management, Consumer Goods, Call Centers, Training, Purchasing, Employee Management, Profit, Logistics, International Logistics, Proposal Writing, Project Delivery, Analytics, Consulting, Consumer Lending, Customer Support, Employee Relations, Employee Training, Employment Contracts, Call Center..., FedEx, USPS, Construction Management, Strategy, Inventory Control, Inventory Optimization, Route Planning, Multi-Site Operations, Copics, Reverse Logistics, SOP Development, Cross Cultural..., Management, Inventory Management
Education
University of Arkansas
BS, Logistics, Materials, and Supply Chain Management
University of Tennessee-Knoxville
BS, Finance and Financial Management Services
Linda L. Lee Linda L. Lee's Edward Jones Experience December 2010 - October 2012
Job Professional Assistant
Industry Defense & Space
Experience
Northrop Grumman Corporation December 2014 - Present
APR Consulting, Inc. January 2014 - December 2014
Westfield Group/Westfield Insurance October 2012 - September 2013
Edward Jones December 2010 - October 2012
Louis A. Johnson VAMC September 2009 - August 2010
University Health Associates February 2008 - June 2008
Valley HealthCare System October 2006 - November 2007
University of Arizona March 1996 - August 2006
Skills
Administrative..., Data Entry, Research, Time Management, Management, Human Resources, Interviews, Payroll, Public Speaking, Software Documentation, Teamwork, Microsoft Excel, Employee Training, Spreadsheets, PowerPoint, Customer Service, Newsletters, Fundraising, Policy, Administrative..., Travel Arrangements, Expense Reports
Education
University of Phoenix 1998 — 1999
Business Management
University of Arizona 1987 — 1990
Non-degree, Business & Public Administration
Northrop Grumman Corporation December 2014 - Present
APR Consulting, Inc. January 2014 - December 2014
Westfield Group/Westfield Insurance October 2012 - September 2013
Edward Jones December 2010 - October 2012
Louis A. Johnson VAMC September 2009 - August 2010
University Health Associates February 2008 - June 2008
Valley HealthCare System October 2006 - November 2007
University of Arizona March 1996 - August 2006
Skills
Administrative..., Data Entry, Research, Time Management, Management, Human Resources, Interviews, Payroll, Public Speaking, Software Documentation, Teamwork, Microsoft Excel, Employee Training, Spreadsheets, PowerPoint, Customer Service, Newsletters, Fundraising, Policy, Administrative..., Travel Arrangements, Expense Reports
Education
University of Phoenix 1998 — 1999
Business Management
University of Arizona 1987 — 1990
Non-degree, Business & Public Administration
Perry Nye Perry Nye's Edward Jones Experience August 2005 - February 2008
Job Insurance Agent at Fitts Insurance Agency, Inc.
Industry Insurance
Experience
Fitts Insurance Agency, Inc. March 2012 - Present
State Farm Insurance March 2010 - February 2012
Edward Jones August 2005 - February 2008
Skills
Home Owners Insurance, Auto Insurance, Umbrella Insurance, Key Person Insurance, Life Insurance, Long-term Care, Commercial Insurance, Fixed Annuities, Retirement, Variable Products, Series 7, Series 63, Series 66
Education
University of Alabama 1980 — 1982
Health/Health Care Administration/Management
Monroe Academy 1970 — 1978
Fitts Insurance Agency, Inc. March 2012 - Present
State Farm Insurance March 2010 - February 2012
Edward Jones August 2005 - February 2008
Skills
Home Owners Insurance, Auto Insurance, Umbrella Insurance, Key Person Insurance, Life Insurance, Long-term Care, Commercial Insurance, Fixed Annuities, Retirement, Variable Products, Series 7, Series 63, Series 66
Education
University of Alabama 1980 — 1982
Health/Health Care Administration/Management
Monroe Academy 1970 — 1978
Stan Parker Stan Parker's Edward Jones Experience February 2002 - March 2009
Job Owner New Age Distribution & Services LLC
Industry Wholesale
Experience
CEO New Age Distribution & Service, LLC September 2014 - Present
Harness Creek Enterprises Inc. d/b/a Drive Systems April 2012 - September 2014
Edward Jones February 2002 - March 2009
United Rentals May 1995 - April 2002
Skills
Sales, Investments, Insurance, Real Estate, Outside Sales, Sales Management, Forecasting, Wholesale, Account Management, Pricing, Sales Operations, Retail, New Business Development, Merchandising, Key Account Management, Inventory Management, Negotiation, Direct Sales, Key Account Development, B2B, Customer Service
Education
University of Alabama 1986 — 1989
Bachelor's Degree, Finance, General
University of Alabama 1986 — 1989
Bachelor's degree, Real estate and Finance
CEO New Age Distribution & Service, LLC September 2014 - Present
Harness Creek Enterprises Inc. d/b/a Drive Systems April 2012 - September 2014
Edward Jones February 2002 - March 2009
United Rentals May 1995 - April 2002
Skills
Sales, Investments, Insurance, Real Estate, Outside Sales, Sales Management, Forecasting, Wholesale, Account Management, Pricing, Sales Operations, Retail, New Business Development, Merchandising, Key Account Management, Inventory Management, Negotiation, Direct Sales, Key Account Development, B2B, Customer Service
Education
University of Alabama 1986 — 1989
Bachelor's Degree, Finance, General
University of Alabama 1986 — 1989
Bachelor's degree, Real estate and Finance
Jonathan Levitt Jonathan Levitt's Edward Jones Experience September 2007 - January 2008
Job Vice President Investments Citi Personal Wealth Maagement
Industry Financial Services
Experience
Citi Personal Wealth Management June 2015 - Present
PNC Investments April 2013 - June 2015
Wells Fargo Advisors, LLC July 2011 - April 2013
JPMorgan Chase January 2008 - July 2011
Edward Jones September 2007 - January 2008
Education
State University of New York at Albany 1987 — 1990
BA, Psychology
Citi Personal Wealth Management June 2015 - Present
PNC Investments April 2013 - June 2015
Wells Fargo Advisors, LLC July 2011 - April 2013
JPMorgan Chase January 2008 - July 2011
Edward Jones September 2007 - January 2008
Education
State University of New York at Albany 1987 — 1990
BA, Psychology
Chad Merschman Chad Merschman's Edward Jones Experience 2014 - 2015
Job Supplier Quality Engineer for Inteva Products
Industry Mechanical or Industrial Engineering
Experience
Inteva Products June 2014 - Present
Edward Jones 2014 - 2015
Edward Jones 2014 - 2015
Steelcase April 2012 - June 2014
2AM Group LLC July 2010 - March 2012
UAH SMAP Center - CMDS Test Facility January 2008 - April 2010
Bill Heard Chevrolet August 2003 - July 2005
Skills
Lean engineering, Testing, manufacturing, Project management, Engineering, Engineering Management, Problem Solving, Six Sigma, Visio, ASQ Member, ASQ Six Sigma Black Belt, 5S, Strategic Planning, Process Improvement, Logistics, Project Management, Manufacturing, Management, Value Stream Mapping, Purchasing, Microsoft Excel, Kaizen, Lean Manufacturing, Lean Engineering, Continuous Improvement, ISO
Education
University of Alabama in Huntsville 2005 — 2010
Bachelors, Industrial Systems Engineering
Inteva Products June 2014 - Present
Edward Jones 2014 - 2015
Edward Jones 2014 - 2015
Steelcase April 2012 - June 2014
2AM Group LLC July 2010 - March 2012
UAH SMAP Center - CMDS Test Facility January 2008 - April 2010
Bill Heard Chevrolet August 2003 - July 2005
Skills
Lean engineering, Testing, manufacturing, Project management, Engineering, Engineering Management, Problem Solving, Six Sigma, Visio, ASQ Member, ASQ Six Sigma Black Belt, 5S, Strategic Planning, Process Improvement, Logistics, Project Management, Manufacturing, Management, Value Stream Mapping, Purchasing, Microsoft Excel, Kaizen, Lean Manufacturing, Lean Engineering, Continuous Improvement, ISO
Education
University of Alabama in Huntsville 2005 — 2010
Bachelors, Industrial Systems Engineering
Shawn Seymour Shawn Seymour's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Construction
Experience
Edward Jones June 2014 - Present
Ancor, Inc. June 2012 - June 2014
Skills
Construction, Construction Management, Project Planning, Subcontracting, Renovation, Pre-construction, Contractors, Change Orders, Contract Negotiation, Project Management, Submittals
Education
Wayland Baptist University 2009 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
University of Alaska Anchorage 2005 — 2005
Master of Business Administration (MBA)
Edward Jones June 2014 - Present
Ancor, Inc. June 2012 - June 2014
Skills
Construction, Construction Management, Project Planning, Subcontracting, Renovation, Pre-construction, Contractors, Change Orders, Contract Negotiation, Project Management, Submittals
Education
Wayland Baptist University 2009 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
University of Alaska Anchorage 2005 — 2005
Master of Business Administration (MBA)
Leah Peterzell-Sketo Leah Peterzell-Sketo's Edward Jones Experience 2006 - 2007
Job Human Resources Business Partner
Industry Defense & Space
Experience
Lockheed Martin September 2014 - Present
Lockheed Martin July 2014 - September 2014
LSI Corporation May 2008 - June 2014
LSI Corporation May 2008 - June 2014
LSI Corporation May 2008 - June 2014
Summit Investment Services 2007 - 2008
Edward Jones 2006 - 2007
Jos. A. Bank Clothiers 2005 - 2006
BBVA Compass 2004 - 2005
Kohl's Department Stores 1998 - 2004
Skills
SAP HR, Microsoft Office, Analytics, Human Resources, Process Improvement, Performance Management, Data Analysis, Microsoft Excel, Cross-functional Team..., Talent Management, PowerPoint, Talent Acquisition, Microsoft Word, Workforce Planning, Employee Relations, Management, Leadership, Recruiting, Training, Project Management
Education
University of Alabama 2005 — 2008
Bachelor of Science, Business Administration
Lockheed Martin September 2014 - Present
Lockheed Martin July 2014 - September 2014
LSI Corporation May 2008 - June 2014
LSI Corporation May 2008 - June 2014
LSI Corporation May 2008 - June 2014
Summit Investment Services 2007 - 2008
Edward Jones 2006 - 2007
Jos. A. Bank Clothiers 2005 - 2006
BBVA Compass 2004 - 2005
Kohl's Department Stores 1998 - 2004
Skills
SAP HR, Microsoft Office, Analytics, Human Resources, Process Improvement, Performance Management, Data Analysis, Microsoft Excel, Cross-functional Team..., Talent Management, PowerPoint, Talent Acquisition, Microsoft Word, Workforce Planning, Employee Relations, Management, Leadership, Recruiting, Training, Project Management
Education
University of Alabama 2005 — 2008
Bachelor of Science, Business Administration
James Matthis's Edward Jones Experience January 2008 - August 2008
Job Partner at Waters & Matthis, CPAs, PLLC
Industry Management Consulting
Experience
Waters & Matthis, CPAs, PLLC January 2015 - Present
BlackBelt Capital May 2013 - Present
JD Matthis & Company August 2012 - Present
Whole Harvest Products June 2014 - July 2014
McLemore & Byrd, PA August 2012 - May 2013
PricewaterhouseCoopers October 2010 - August 2012
Edward Jones January 2008 - August 2008
Skills
Financial Reporting, SEC filings, CPA, Tax, Accounting, Business Exit Planning, Exit Process, Business Valuation, Partnership Taxation, Valuation, Income Tax, Finance, Investments, Management, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Wilmington 2005 — 2007
B.S.B.A., Finance
University of Alabama 2004 — 2005
N/A, Pre-Business
Waters & Matthis, CPAs, PLLC January 2015 - Present
BlackBelt Capital May 2013 - Present
JD Matthis & Company August 2012 - Present
Whole Harvest Products June 2014 - July 2014
McLemore & Byrd, PA August 2012 - May 2013
PricewaterhouseCoopers October 2010 - August 2012
Edward Jones January 2008 - August 2008
Skills
Financial Reporting, SEC filings, CPA, Tax, Accounting, Business Exit Planning, Exit Process, Business Valuation, Partnership Taxation, Valuation, Income Tax, Finance, Investments, Management, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Wilmington 2005 — 2007
B.S.B.A., Finance
University of Alabama 2004 — 2005
N/A, Pre-Business
Cyndi Foster Cyndi Foster's Edward Jones Experience October 2011 - June 2013
Job Director of Sales and Marketing at Antech Corporation
Industry Construction
Experience
Antech Corporation June 2015 - Present
Republic Services January 2014 - June 2015
IntelliQuick Delivery, Inc. July 2013 - November 2013
Edward Jones October 2011 - June 2013
IntelliQuick Delivery, Inc. March 2011 - May 2011
Wells Johnson Company December 2006 - August 2010
Corporate Trax, Inc. January 1987 - February 2005
Skills
Logistics, Sales, Team Building, Customer Service, 3PL, Freight, Transportation, Transportation..., Logistics Management, Warehousing, Inventory Management, Retail, LTL, Warehouse Management, Supply Chain, Team Leadership, Air Freight, Container, Reverse Logistics, Avaya, Ocean, Branding & Identity, Networking, Access Control, Leadership Development, Management, New Business Development, Leadership, Contract Negotiation, Operations Management, Marketing
Education
University of Arizona 1979 — 1980
N/A, Business
Eastern Arizona College 1978 — 1979
n/a, Freshman studies
Duncan High School 1975 — 1979
General Studies, General
Antech Corporation June 2015 - Present
Republic Services January 2014 - June 2015
IntelliQuick Delivery, Inc. July 2013 - November 2013
Edward Jones October 2011 - June 2013
IntelliQuick Delivery, Inc. March 2011 - May 2011
Wells Johnson Company December 2006 - August 2010
Corporate Trax, Inc. January 1987 - February 2005
Skills
Logistics, Sales, Team Building, Customer Service, 3PL, Freight, Transportation, Transportation..., Logistics Management, Warehousing, Inventory Management, Retail, LTL, Warehouse Management, Supply Chain, Team Leadership, Air Freight, Container, Reverse Logistics, Avaya, Ocean, Branding & Identity, Networking, Access Control, Leadership Development, Management, New Business Development, Leadership, Contract Negotiation, Operations Management, Marketing
Education
University of Arizona 1979 — 1980
N/A, Business
Eastern Arizona College 1978 — 1979
n/a, Freshman studies
Duncan High School 1975 — 1979
General Studies, General
Josh Garbert's Edward Jones Experience April 2009 - August 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Edward Jones April 2009 - August 2012
Merrill Lynch September 2008 - February 2009
Motorsports Source 2007 - 2008
Universal Technical Institute, Inc 2005 - 2007
NASCAR, Inc. 1993 - 2005
Education
University of Arizona 1989 — 1994
BS
Ameriprise Financial Services, Inc. August 2012 - Present
Edward Jones April 2009 - August 2012
Merrill Lynch September 2008 - February 2009
Motorsports Source 2007 - 2008
Universal Technical Institute, Inc 2005 - 2007
NASCAR, Inc. 1993 - 2005
Education
University of Arizona 1989 — 1994
BS
Leonard D. Teplitsky's Edward Jones Experience August 2007 - January 2008
Job Production
Industry Events Services
Experience
Arena Americas July 2015 - Present
PNC Financial Services October 2012 - November 2013
PNC Financial Services January 2012 - September 2012
Chase Investment Services, Corp. October 2010 - December 2011
Chase Investment Services, Corp. October 2008 - September 2010
Edward Jones August 2007 - January 2008
Skills
Entrepreneurship, Retirement Planning, Registered Investment..., Strategic Financial..., Ethical and..., Financial Reporting &..., Corporate Finance, Portfolio Management, Derivatives, Alternative Investments, Equity Investments, Fixed Income Investments, Quantitative Methods, Investments, Asset Allocation, Banking, Strategy, Equities, Financial Analysis, Mutual Funds, Leadership, Management, Customer Service, Event Planning
Education
University of Arizona 2003 — 2008
Bachelor of Arts (B.A.), Technical Theatre; Finance Minor
Arena Americas July 2015 - Present
PNC Financial Services October 2012 - November 2013
PNC Financial Services January 2012 - September 2012
Chase Investment Services, Corp. October 2010 - December 2011
Chase Investment Services, Corp. October 2008 - September 2010
Edward Jones August 2007 - January 2008
Skills
Entrepreneurship, Retirement Planning, Registered Investment..., Strategic Financial..., Ethical and..., Financial Reporting &..., Corporate Finance, Portfolio Management, Derivatives, Alternative Investments, Equity Investments, Fixed Income Investments, Quantitative Methods, Investments, Asset Allocation, Banking, Strategy, Equities, Financial Analysis, Mutual Funds, Leadership, Management, Customer Service, Event Planning
Education
University of Arizona 2003 — 2008
Bachelor of Arts (B.A.), Technical Theatre; Finance Minor
Deanna Lynn Deanna Lynn's Edward Jones Experience April 2004 - November 2009
Job Reserve District Manager at Farmers Insurance & Financial Services
Industry Insurance
Experience
Farmers Insurance & Financial Services December 2010 - Present
Edward Jones April 2004 - November 2009
Education
Lincoln County High School
University of Alabama
Accounting and Business, Business and Accounting
Farmers Insurance & Financial Services December 2010 - Present
Edward Jones April 2004 - November 2009
Education
Lincoln County High School
University of Alabama
Accounting and Business, Business and Accounting
Joyce Fleming Joyce Fleming's Edward Jones Experience 2010 - 2011
Job Job Coach Hoover City Schools
Industry Education Management
Experience
Hoover City Schools August 2010 - Present
Edward Jones 2010 - 2011
Hoover City Schools January 2001 - May 2009
The Hoover Company 2001 - 2009
Bumpus Middle School 2001 - 2009
Geneva City Schools January 1981 - January 2001
Mulkey Elementary School 1993 - 2001
Mulkey Elementary School 1982 - 1993
Skills
Teaching, Instructional Design, Instructional Technology, Staff Development, Educational Technology, Higher Education, Public Speaking, Classroom, Curriculum Design, Coaching, Curriculum Development, E-Learning, Educational Leadership, Leadership Development
Education
University of Alabama
Masters Degree, Computer and Applied Technology August
University of Alabama
B. S. Degree, Business Education
University of Alabama
Masters, Technology Education
University of Alabama
MS, Education (Computer & Applied Technology)
Hoover City Schools August 2010 - Present
Edward Jones 2010 - 2011
Hoover City Schools January 2001 - May 2009
The Hoover Company 2001 - 2009
Bumpus Middle School 2001 - 2009
Geneva City Schools January 1981 - January 2001
Mulkey Elementary School 1993 - 2001
Mulkey Elementary School 1982 - 1993
Skills
Teaching, Instructional Design, Instructional Technology, Staff Development, Educational Technology, Higher Education, Public Speaking, Classroom, Curriculum Design, Coaching, Curriculum Development, E-Learning, Educational Leadership, Leadership Development
Education
University of Alabama
Masters Degree, Computer and Applied Technology August
University of Alabama
B. S. Degree, Business Education
University of Alabama
Masters, Technology Education
University of Alabama
MS, Education (Computer & Applied Technology)
Corey Dandaraw's Edward Jones Experience February 2008 - December 2010
Job Agency Standards Consultant at New York Life Insurance Company
Industry Investment Banking
Experience
New York Life Insurance Company December 2011 - Present
AXA Advisors December 2010 - October 2011
Edward Jones February 2008 - December 2010
2008-2010 February 2008 - December 2010
First Niagara Bank June 2006 - August 2007
M&T Bank 2003 - 2006
Fleet Bank June 1999 - June 2003
M&T Bank January 2000 - January 2003
Fleet Bank 2000 - 2003
Fleet Bank January 1999 - January 2000
Education
University at Albany, State University of New York 1987 — 2009
B.A, Germanic Languages and Literatures
State University of New York at Albany 1987 — 1999
Ph.D
State University of New York at Albany 1987 — 1991
PhD
New York Life Insurance Company December 2011 - Present
AXA Advisors December 2010 - October 2011
Edward Jones February 2008 - December 2010
2008-2010 February 2008 - December 2010
First Niagara Bank June 2006 - August 2007
M&T Bank 2003 - 2006
Fleet Bank June 1999 - June 2003
M&T Bank January 2000 - January 2003
Fleet Bank 2000 - 2003
Fleet Bank January 1999 - January 2000
Education
University at Albany, State University of New York 1987 — 2009
B.A, Germanic Languages and Literatures
State University of New York at Albany 1987 — 1999
Ph.D
State University of New York at Albany 1987 — 1991
PhD
Bill Welter Bill Welter's Edward Jones Experience June 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1999 - Present
Il Cafe Corp January 1993 - June 1999
Western Farm Service September 1977 - January 1993
Skills
Accredited Asset..., Series 7, Series 63, Life Insurance, Long-term Care
Education
University of Arizona 1964 — 1969
BS, Finance and Economics
Edward Jones June 1999 - Present
Il Cafe Corp January 1993 - June 1999
Western Farm Service September 1977 - January 1993
Skills
Accredited Asset..., Series 7, Series 63, Life Insurance, Long-term Care
Education
University of Arizona 1964 — 1969
BS, Finance and Economics
Sonya Stiel Sonya Stiel's Edward Jones Experience July 2000 - February 2006
Job Client Service/Operations Specialist
Industry Financial Services
Experience
First Foundation, Inc. January 2010 - August 2012
Raymond James Financial & Community First Bank February 2006 - December 2009
Edward Jones July 2000 - February 2006
Arvest Bank July 1997 - July 2000
Skills
Customer Service, Finance, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Administrative Work, Microsoft Word, Portfolio Management, Equities, Mutual Funds, Financial Advisory, Financial Services, Banking, Investment Advisory, Brokerage, Training, Leadership, Strategic Financial..., Asset Management, Wealth Management, Retirement Planning, Event Planning, Wealth, Fixed Income, Loans, Office Management
Education
University of Arkansas 1990 — 1993
B.S.B.A., Business Administration Finance
Berryville High School
First Foundation, Inc. January 2010 - August 2012
Raymond James Financial & Community First Bank February 2006 - December 2009
Edward Jones July 2000 - February 2006
Arvest Bank July 1997 - July 2000
Skills
Customer Service, Finance, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Administrative Work, Microsoft Word, Portfolio Management, Equities, Mutual Funds, Financial Advisory, Financial Services, Banking, Investment Advisory, Brokerage, Training, Leadership, Strategic Financial..., Asset Management, Wealth Management, Retirement Planning, Event Planning, Wealth, Fixed Income, Loans, Office Management
Education
University of Arkansas 1990 — 1993
B.S.B.A., Business Administration Finance
Berryville High School
Jelani Horne Jelani Horne's Edward Jones Experience August 2001 - July 2002
Job Regional Sales Manager
Industry Wireless
Experience
Crane Aerospace & Electronics November 2014 - Present
Raytheon Missile Systems August 2009 - November 2014
Raytheon Missile Systems August 2009 - April 2012
TDK Research and Development Corporation July 2002 - March 2009
Edward Jones August 2001 - July 2002
Motorola June 1998 - August 2001
Skills
LTCC Front End Module..., LTCC Component Design, 3-D EM Simulation, Wireless Networking and..., Simulations, Microwave, GSM, RF, Antennas, Module, Wireless Networking, Wireless, Troubleshooting, CDMA, RF design, Cellular Communications, Integration, Testing, WiMAX, Hardware, Networking
Education
University of Arizona 1993 — 1998
B.S., Electrical Engineering
Crane Aerospace & Electronics November 2014 - Present
Raytheon Missile Systems August 2009 - November 2014
Raytheon Missile Systems August 2009 - April 2012
TDK Research and Development Corporation July 2002 - March 2009
Edward Jones August 2001 - July 2002
Motorola June 1998 - August 2001
Skills
LTCC Front End Module..., LTCC Component Design, 3-D EM Simulation, Wireless Networking and..., Simulations, Microwave, GSM, RF, Antennas, Module, Wireless Networking, Wireless, Troubleshooting, CDMA, RF design, Cellular Communications, Integration, Testing, WiMAX, Hardware, Networking
Education
University of Arizona 1993 — 1998
B.S., Electrical Engineering
Jordan Rishel's Edward Jones Experience June 2012 - November 2013
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Edward Jones June 2012 - November 2013
Epic June 2011 - April 2012
IBM May 2006 - May 2011
IBM May 2006 - May 2008
Skills
HTML, Lotus Notes, Financial Analysis, Java, Economics, Software Implementation, Project Implementation, Project Planning, Budgets
Education
University of Arizona, Eller College of Management 2009 — 2011
MBA, Finance
University of Arizona 2004 — 2009
BSBA, Economics
Harvard University Summer School 2003 — 2003
Philosophy
Vanguard November 2013 - Present
Edward Jones June 2012 - November 2013
Epic June 2011 - April 2012
IBM May 2006 - May 2011
IBM May 2006 - May 2008
Skills
HTML, Lotus Notes, Financial Analysis, Java, Economics, Software Implementation, Project Implementation, Project Planning, Budgets
Education
University of Arizona, Eller College of Management 2009 — 2011
MBA, Finance
University of Arizona 2004 — 2009
BSBA, Economics
Harvard University Summer School 2003 — 2003
Philosophy
Valerie D'Sa-Mayer Valerie D'Sa-Mayer's Edward Jones Experience April 2011 - October 2012
Job Director of Mentoring (Volunteer) at Project Management Institute, Portland Chapter
Industry Program Development
Experience
Project Management Institute, Portland Chapter April 2015 - Present
Home Instead Senior Care February 2015 - March 2015
Edward Jones April 2011 - October 2012
D’Sa-Mayer Insurance January 2010 - March 2011
City of Phoenix 2001 - 2009
Apollo Education Group 2003 - 2004
City of Phoenix, Development Services Department & Police Department 2001 - 2003
Federated Insurance 1997 - 1998
State Farm Insurance 1991 - 1996
Delta Dental Plan of Arizona 1989 - 1990
Skills
Administrative..., English, Customer Service, Community Outreach, Policy, Teaching, Microsoft Excel, Negotiation, Team Building, System Administration, Program Management, PowerPoint, Strategic Planning, Employee Relations, Government, Public Policy, Nonprofits, Risk Management, Public Speaking, XML, Visio, Outlook, Recruiting, Microsoft Word, Event Management, Project Management, Local Government, Leadership Development, Contract Negotiation, Accounting, New Business Development, Research, Leadership, Management, Public Administration, SQL, Social Media, Sales Management, Microsoft Office, Program Development, Event Planning, Analysis, Team Leadership, HTML, Business Strategy, Public Relations, Mentoring
Education
Arizona State University
Bachelor's Degree, Communication, 3.89 GPA
Arizona Property & Casualty Insurance
Arizona Property & Casualty Insurance Producer
Chandler-Gilbert Community College
Professional Bookkeeping with Quickbooks 2010, Accounting/Bookkeeping
City of Phoenix
Office Professional Certificate & Supervisory Courses
LOMA (Life Office Management Association)
Master/Fellow of the Life Management Institute, Insurance and Business
Mesa Community College
Associate's Degree, General Studies, 3.98 GPA
Rashid Hospital School of Nursing
Certificate of Practical Nursing, Nursing
University of Arizona
Microsoft Certified Applications Specialist (MCAS), Word, Excel, Access, PowerPoint, Outlook
Project Management Institute, Portland Chapter April 2015 - Present
Home Instead Senior Care February 2015 - March 2015
Edward Jones April 2011 - October 2012
D’Sa-Mayer Insurance January 2010 - March 2011
City of Phoenix 2001 - 2009
Apollo Education Group 2003 - 2004
City of Phoenix, Development Services Department & Police Department 2001 - 2003
Federated Insurance 1997 - 1998
State Farm Insurance 1991 - 1996
Delta Dental Plan of Arizona 1989 - 1990
Skills
Administrative..., English, Customer Service, Community Outreach, Policy, Teaching, Microsoft Excel, Negotiation, Team Building, System Administration, Program Management, PowerPoint, Strategic Planning, Employee Relations, Government, Public Policy, Nonprofits, Risk Management, Public Speaking, XML, Visio, Outlook, Recruiting, Microsoft Word, Event Management, Project Management, Local Government, Leadership Development, Contract Negotiation, Accounting, New Business Development, Research, Leadership, Management, Public Administration, SQL, Social Media, Sales Management, Microsoft Office, Program Development, Event Planning, Analysis, Team Leadership, HTML, Business Strategy, Public Relations, Mentoring
Education
Arizona State University
Bachelor's Degree, Communication, 3.89 GPA
Arizona Property & Casualty Insurance
Arizona Property & Casualty Insurance Producer
Chandler-Gilbert Community College
Professional Bookkeeping with Quickbooks 2010, Accounting/Bookkeeping
City of Phoenix
Office Professional Certificate & Supervisory Courses
LOMA (Life Office Management Association)
Master/Fellow of the Life Management Institute, Insurance and Business
Mesa Community College
Associate's Degree, General Studies, 3.98 GPA
Rashid Hospital School of Nursing
Certificate of Practical Nursing, Nursing
University of Arizona
Microsoft Certified Applications Specialist (MCAS), Word, Excel, Access, PowerPoint, Outlook
Tracy Entin Tracy Entin's Edward Jones Experience November 2012 - Present
Job Senior Recruiter at Edward Jones
Industry Staffing and Recruiting
Experience
Edward Jones November 2012 - Present
UBS Wealth Management March 2005 - April 2009
Standard & Poor's 2004 - 2004
Darden School of Business 2002 - 2004
The Boston Consulting Group June 1997 - July 2002
Skills
Talent Acquisition, Recruiting, Interviews, Human Resources, Leadership, Onboarding, Employee Relations, Sourcing, Talent Management, Applicant Tracking..., Coaching, Training, College Recruiting, Internet Recruiting, Executive Search, Technical Recruiting
Education
State University of New York at Albany 1993 — 1996
BA, Psychology, Summa Cum Laude
Edward Jones November 2012 - Present
UBS Wealth Management March 2005 - April 2009
Standard & Poor's 2004 - 2004
Darden School of Business 2002 - 2004
The Boston Consulting Group June 1997 - July 2002
Skills
Talent Acquisition, Recruiting, Interviews, Human Resources, Leadership, Onboarding, Employee Relations, Sourcing, Talent Management, Applicant Tracking..., Coaching, Training, College Recruiting, Internet Recruiting, Executive Search, Technical Recruiting
Education
State University of New York at Albany 1993 — 1996
BA, Psychology, Summa Cum Laude
Britnie Jones Britnie Jones's Edward Jones Experience July 2014 - Present
Job Senior Service Investment Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Edward Jones June 2013 - July 2014
University of Arizona Medical Center July 2011 - May 2013
University of Arizona Gymnastics July 2011 - July 2011
Einstein Bagel Co. June 2007 - July 2007
Skills
Leadership, Time Management, Finance, Business Development, Management, Series 7, Series 66, Hyperion Interactive..., Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Windows, Teamwork, Ethics, Organized Multi-tasker, Telephone Skills, Customer Service, Client Services, Builds Relationship, Collaborates, Adapts to Change, Passionate about work, Highly Dedicated, Close Attention to..., Social Media, PowerPoint, Sales, Public Speaking, Marketing, Event Planning
Education
University of Arizona, Eller College of Management 2008 — 2013
Bachelor of Science (BS), Finance, 3.6
Edward Jones July 2014 - Present
Edward Jones June 2013 - July 2014
University of Arizona Medical Center July 2011 - May 2013
University of Arizona Gymnastics July 2011 - July 2011
Einstein Bagel Co. June 2007 - July 2007
Skills
Leadership, Time Management, Finance, Business Development, Management, Series 7, Series 66, Hyperion Interactive..., Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Windows, Teamwork, Ethics, Organized Multi-tasker, Telephone Skills, Customer Service, Client Services, Builds Relationship, Collaborates, Adapts to Change, Passionate about work, Highly Dedicated, Close Attention to..., Social Media, PowerPoint, Sales, Public Speaking, Marketing, Event Planning
Education
University of Arizona, Eller College of Management 2008 — 2013
Bachelor of Science (BS), Finance, 3.6
Joe Stephens, CFP ® Joe Stephens, CFP ®'s Edward Jones Experience January 2008 - September 2008
Job Owner, Edgewood Wealth Advisors I help people Set & Achieve Financial Goals
Industry Financial Services
Experience
Edgewood Wealth Advisors November 2008 - Present
Edward Jones January 2008 - September 2008
AFFLINK November 2001 - January 2008
University of Alabama August 1998 - December 1998
Skills
Retirement Planning, Investments, Succession Planning, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Small Business, Asset Allocation, Strategic Financial..., Leadership, Finance
Education
University of Alabama 1991 — 1995
B.A., Organizational Communication
Edgewood Wealth Advisors November 2008 - Present
Edward Jones January 2008 - September 2008
AFFLINK November 2001 - January 2008
University of Alabama August 1998 - December 1998
Skills
Retirement Planning, Investments, Succession Planning, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Small Business, Asset Allocation, Strategic Financial..., Leadership, Finance
Education
University of Alabama 1991 — 1995
B.A., Organizational Communication
Kurtis Schubert, PMP Kurtis Schubert, PMP's Edward Jones Experience May 2013 - Present
Job Project Leader at Edward Jones
Industry Financial Services
Chris La Belle Chris La Belle's Edward Jones Experience July 2012 - November 2013
Job Wealth Manager at Empire Wealth Management LLC
Industry Investment Management
Experience
Empire Wealth Management LLC November 2014 - Present
Operation Welcome Home Arizona / AZ Wall Project 2012 - 2015
Edward Jones July 2012 - November 2013
Lights Camera Action, LLC January 2004 - May 2011
University of Advancing Technology 1996 - December 2003
Skills
Financial Analysis, Investment Advisory..., Portfolio Management, Client Relations, Management, Risk Management, Strategic Planning, Microsoft Office, Project Management, Adobe Design Programs, Video Editing, Sales, Design Research, Critical Thinking, Training Seminars, Event Management, Event Planning, Finance
Education
University of Advancing Technology 1996 — 2000
Bachelor's degree, Multimedia
Empire Wealth Management LLC November 2014 - Present
Operation Welcome Home Arizona / AZ Wall Project 2012 - 2015
Edward Jones July 2012 - November 2013
Lights Camera Action, LLC January 2004 - May 2011
University of Advancing Technology 1996 - December 2003
Skills
Financial Analysis, Investment Advisory..., Portfolio Management, Client Relations, Management, Risk Management, Strategic Planning, Microsoft Office, Project Management, Adobe Design Programs, Video Editing, Sales, Design Research, Critical Thinking, Training Seminars, Event Management, Event Planning, Finance
Education
University of Advancing Technology 1996 — 2000
Bachelor's degree, Multimedia
Melanie Draves Melanie Draves's Edward Jones Experience June 2009 - August 2009
Job SharePoint Developer | MCPD | MCTS | Sec+
Industry Information Technology and Services
Experience
STG US Army Cyber Command February 2013 - Present
STG US Army Network Technology Command January 2012 - Present
ManTech US Army Electronic Proving Ground March 2010 - February 2012
Edward Jones June 2009 - August 2009
Skills
Customer Service, SharePoint, SharePoint Designer, Knowledge Management..., Microsoft Office..., Web Development, IIS, Windows Sharepoint..., Visual C#, InfoPath, ASP.NET, Microsoft SQL Server, SharePoint Server, Visual Studio, Microsoft Certified..., Powershell, SharePoint Services 3.0, Collaboration Solutions, Windows Server, Workflow Software, Knowledge Management, Knowledge Sharing, Project Planning, System Administration
Education
University of Arizona 2010 — 2012
B.S., Computer Science
University of Arizona 2005 — 2009
B.A., Spanish, Portuguese, Business Administration
STG US Army Cyber Command February 2013 - Present
STG US Army Network Technology Command January 2012 - Present
ManTech US Army Electronic Proving Ground March 2010 - February 2012
Edward Jones June 2009 - August 2009
Skills
Customer Service, SharePoint, SharePoint Designer, Knowledge Management..., Microsoft Office..., Web Development, IIS, Windows Sharepoint..., Visual C#, InfoPath, ASP.NET, Microsoft SQL Server, SharePoint Server, Visual Studio, Microsoft Certified..., Powershell, SharePoint Services 3.0, Collaboration Solutions, Windows Server, Workflow Software, Knowledge Management, Knowledge Sharing, Project Planning, System Administration
Education
University of Arizona 2010 — 2012
B.S., Computer Science
University of Arizona 2005 — 2009
B.A., Spanish, Portuguese, Business Administration
Bullock Brian Bullock Brian's Edward Jones Experience January 1999 - July 2012
Job Retirement Transition Consultant
Industry Financial Services
Experience
BK Bullock Consulting August 2012 - Present
EDWARD JONES January 1999 - July 2012
Bell Canada May 1975 - September 1998
Trans Canada Telephone System June 1973 - May 1975
Alberta Gov.Telephones May 1970 - May 1973
Royal Canadian Navy 1967 - 1968
Skills
Retirement Transition..., Business Development, Strategic Financial..., Auditing, Corporate Budgeting, Retirement, Finance, Portfolio Management, Budgets, Business Planning, Investments, Strategic Planning, Risk Management, Long Term Business..., Training, Marketing, Small Business, Estate Planning, Sales, Marketing for Small..., Business Analysis, Financial Planning, Financial and..., Sales..., Training and HR..., Canadian Securities..., Conduct and Practices,, Professional Financial..., Life Insurance Level..., Telecommunications
Education
UNIV OF ALBERTA 1966 — 1970
BCOM, Finance, General
University of Alberta 1966 — 1970
BComm, Banking, Corporate, Finance, and Securities
BK Bullock Consulting August 2012 - Present
EDWARD JONES January 1999 - July 2012
Bell Canada May 1975 - September 1998
Trans Canada Telephone System June 1973 - May 1975
Alberta Gov.Telephones May 1970 - May 1973
Royal Canadian Navy 1967 - 1968
Skills
Retirement Transition..., Business Development, Strategic Financial..., Auditing, Corporate Budgeting, Retirement, Finance, Portfolio Management, Budgets, Business Planning, Investments, Strategic Planning, Risk Management, Long Term Business..., Training, Marketing, Small Business, Estate Planning, Sales, Marketing for Small..., Business Analysis, Financial Planning, Financial and..., Sales..., Training and HR..., Canadian Securities..., Conduct and Practices,, Professional Financial..., Life Insurance Level..., Telecommunications
Education
UNIV OF ALBERTA 1966 — 1970
BCOM, Finance, General
University of Alberta 1966 — 1970
BComm, Banking, Corporate, Finance, and Securities
Kyle Mims Kyle Mims's Edward Jones Experience October 2013 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Ansell Healthcare October 2012 - October 2013
Ansell Healthcare December 2011 - October 2012
Ansell Healthcare March 2008 - December 2011
United Plywoods & Lumber Inc January 2005 - March 2008
Skills
Sales, Product Development, Start-ups, Strategic Planning, Key Account Management, Cold Calling
Education
University of Alabama 2001 — 2004
Bachelors, Marketing
Edward Jones October 2013 - Present
Ansell Healthcare October 2012 - October 2013
Ansell Healthcare December 2011 - October 2012
Ansell Healthcare March 2008 - December 2011
United Plywoods & Lumber Inc January 2005 - March 2008
Skills
Sales, Product Development, Start-ups, Strategic Planning, Key Account Management, Cold Calling
Education
University of Alabama 2001 — 2004
Bachelors, Marketing
Kathe S. Wilson, AAMS®, AWMA® Kathe S. Wilson, AAMS®, AWMA®'s Edward Jones Experience February 2008 - June 2013
Job Financial Advisor at Fortera Capital Management
Industry Financial Services
Experience
Questar Capital Corporation July 2013 - Present
Fortera Capital Management July 2013 - Present
Edward Jones February 2008 - June 2013
Truckee Train & Toy 1995 - 2003
ROLM 1984 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Finance, IRAs, 401k Rollovers, 401k, 529 Plans, Long Term Care Insurance
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business with concentration in MIS
University of Maryland, European Division 1979 — 1983
Associate's degree, Business, German
Ukiah High School
Questar Capital Corporation July 2013 - Present
Fortera Capital Management July 2013 - Present
Edward Jones February 2008 - June 2013
Truckee Train & Toy 1995 - 2003
ROLM 1984 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Finance, IRAs, 401k Rollovers, 401k, 529 Plans, Long Term Care Insurance
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business with concentration in MIS
University of Maryland, European Division 1979 — 1983
Associate's degree, Business, German
Ukiah High School
Nick Simonelli-Green Nick Simonelli-Green's Edward Jones Experience June 2014 - August 2014
Job Student at University of Arizona
Industry Financial Services
Experience
Edward Jones June 2014 - August 2014
U.S. Commercial Service August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Arizona 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona, Eller College of Management
Finance
Edward Jones June 2014 - August 2014
U.S. Commercial Service August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Arizona 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona, Eller College of Management
Finance
Diova Gray Diova Gray's Edward Jones Experience 2000 - 2005
Job Partner at Main Street Wealth Group
Industry Financial Services
Experience
Main Street Wealth Group January 2011 - Present
LPL Financial 2005 - Present
Edward Jones 2000 - 2005
Education
University of Arizona 1989 — 1992
BSBA, Business Administration-Magna Cum Laude
University of California, Davis
Certificate, Personal Financial Planning
Main Street Wealth Group January 2011 - Present
LPL Financial 2005 - Present
Edward Jones 2000 - 2005
Education
University of Arizona 1989 — 1992
BSBA, Business Administration-Magna Cum Laude
University of California, Davis
Certificate, Personal Financial Planning
Christina Dolny Christina Dolny's Edward Jones Experience October 2010 - Present
Job Technical Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Cole Real Estate Investments 2013 - 2013
Genworth Financial Advisors Corp. May 2009 - April 2012
Charles Schwab January 2008 - May 2009
Charles Schwab January 1998 - December 2007
John Hancock January 1997 - January 1998
Skills
Series 7, Customer Satisfaction, Mutual Funds, Retirement Planning, Securities, Finance, Insurance
Education
Salpointe
University of Arizona
Bachelor of Science, Finance
Edward Jones October 2010 - Present
Cole Real Estate Investments 2013 - 2013
Genworth Financial Advisors Corp. May 2009 - April 2012
Charles Schwab January 2008 - May 2009
Charles Schwab January 1998 - December 2007
John Hancock January 1997 - January 1998
Skills
Series 7, Customer Satisfaction, Mutual Funds, Retirement Planning, Securities, Finance, Insurance
Education
Salpointe
University of Arizona
Bachelor of Science, Finance
Kimberley Freeman Kimberley Freeman's Edward Jones Experience March 2010 - Present
Job Executive Chef and Lodge Manager at High Log Creek
Industry Financial Services
Experience
High Log Creek October 2010 - Present
Edward Jones March 2010 - Present
The Cake Garden, Inc. October 2008 - October 2010
High Log Creek February 2010 - March 2010
Tasty Pastry April 2009 - February 2010
Catered Tastes July 2006 - June 2008
Grace 17.20 February 2006 - May 2006
Sterne, Agee & Leach, Inc. 1995 - 2004
Sterne, Agee & Leach, Inc. 1993 - 1995
Sterne, Agee & Leach, Inc. 1991 - 1993
Education
Le Cordon Bleu College of Culinary Arts Atlanta 2005 — 2006
Associate of Occupational Science, Culinary Arts
University of Alabama 1983 — 1987
BS, Fashion Merchandising, Marketing
High Log Creek October 2010 - Present
Edward Jones March 2010 - Present
The Cake Garden, Inc. October 2008 - October 2010
High Log Creek February 2010 - March 2010
Tasty Pastry April 2009 - February 2010
Catered Tastes July 2006 - June 2008
Grace 17.20 February 2006 - May 2006
Sterne, Agee & Leach, Inc. 1995 - 2004
Sterne, Agee & Leach, Inc. 1993 - 1995
Sterne, Agee & Leach, Inc. 1991 - 1993
Education
Le Cordon Bleu College of Culinary Arts Atlanta 2005 — 2006
Associate of Occupational Science, Culinary Arts
University of Alabama 1983 — 1987
BS, Fashion Merchandising, Marketing
Chris van Keir Chris van Keir's Edward Jones Experience June 2007 - April 2008
Job Guitarist and Songwriter
Industry Music
Experience
KLM Stage & Musician Services August 2015 - Present
TBA Talent Inc. June 2015 - Present
The 427's October 2013 - Present
National Bank of Canada March 2014 - November 2014
Scotiabank June 2011 - March 2014
Edward Jones June 2007 - April 2008
Skills
Guitar, Songwriting, Project Management, Booking Shows, Social Media Marketing, Band Management, Financial Planning, Music Theory, Guitar Instruction, Investment Advisory, Rock Music, Music Industry, Management, Recording, Sound
Education
University of Alberta 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
KLM Stage & Musician Services August 2015 - Present
TBA Talent Inc. June 2015 - Present
The 427's October 2013 - Present
National Bank of Canada March 2014 - November 2014
Scotiabank June 2011 - March 2014
Edward Jones June 2007 - April 2008
Skills
Guitar, Songwriting, Project Management, Booking Shows, Social Media Marketing, Band Management, Financial Planning, Music Theory, Guitar Instruction, Investment Advisory, Rock Music, Music Industry, Management, Recording, Sound
Education
University of Alberta 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
Joshua Griffin's Edward Jones Experience January 2009 - July 2009
Job Financial Advisor at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2013 - Present
BBVA Compass February 2011 - December 2012
Wells Fargo July 2009 - January 2011
Edward Jones January 2009 - July 2009
Raymond James Financial Inc. June 2008 - December 2008
Skills
Series 7, Life & Health Insurance..., NMLS Licensed, Series 66, Small Business Lending, Consumer Lending, Series 63, Series 6, Mortgage Lending, Retail Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Lines Of Credit
Education
University of Alabama 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
BBVA Compass January 2013 - Present
BBVA Compass February 2011 - December 2012
Wells Fargo July 2009 - January 2011
Edward Jones January 2009 - July 2009
Raymond James Financial Inc. June 2008 - December 2008
Skills
Series 7, Life & Health Insurance..., NMLS Licensed, Series 66, Small Business Lending, Consumer Lending, Series 63, Series 6, Mortgage Lending, Retail Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Lines Of Credit
Education
University of Alabama 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Dave Vogl Dave Vogl's Edward Jones Experience May 1999 - December 1999
Job Sr. Director Product Marketing: Engine Components and Additive Manufacturing at Honeywell Aerospace
Industry Aviation & Aerospace
Experience
Honeywell Aerospace June 2015 - Present
Honeywell Aerospace May 2012 - June 2015
Honeywell Aerospace August 2010 - May 2012
Honeywell Aerospace November 2005 - August 2010
US Airways October 2004 - November 2005
US Airways April 2003 - October 2004
US Airways June 2001 - April 2003
Vanguard Group November 2000 - June 2001
Mayo Clinic February 2000 - November 2000
Edward Jones May 1999 - December 1999
Skills
Proposal Writing, Pricing, Business Case, Six Sigma, Forecasting, Access, Government, Negotiation, Quantitative Analysis, Windows, Excel, Word, Microsoft Office, PowerPoint, Outlook, Visual Basic, Budgeting, XP, Contract Negotiation, Business Planning, Microsoft Excel, Strategy, Competitive Analysis
Education
University of Arizona 1995 — 1999
Bachelors of Science, Business Administration; Finance
Honeywell Aerospace June 2015 - Present
Honeywell Aerospace May 2012 - June 2015
Honeywell Aerospace August 2010 - May 2012
Honeywell Aerospace November 2005 - August 2010
US Airways October 2004 - November 2005
US Airways April 2003 - October 2004
US Airways June 2001 - April 2003
Vanguard Group November 2000 - June 2001
Mayo Clinic February 2000 - November 2000
Edward Jones May 1999 - December 1999
Skills
Proposal Writing, Pricing, Business Case, Six Sigma, Forecasting, Access, Government, Negotiation, Quantitative Analysis, Windows, Excel, Word, Microsoft Office, PowerPoint, Outlook, Visual Basic, Budgeting, XP, Contract Negotiation, Business Planning, Microsoft Excel, Strategy, Competitive Analysis
Education
University of Arizona 1995 — 1999
Bachelors of Science, Business Administration; Finance
Travis Calzada Travis Calzada's Edward Jones Experience June 2015 - August 2015
Job Manager at Cal RX Pac
Industry Financial Services
Experience
Cal RX Pac June 2010 - Present
Edward Jones June 2015 - August 2015
Camp Warwick June 2010 - August 2011
Education
State University of New York at Albany 2012 — 2016
Bachelor of Business Administration (BBA), Financial Analysis and Minor in Mathematics and Economics, 3.60
Cal RX Pac June 2010 - Present
Edward Jones June 2015 - August 2015
Camp Warwick June 2010 - August 2011
Education
State University of New York at Albany 2012 — 2016
Bachelor of Business Administration (BBA), Financial Analysis and Minor in Mathematics and Economics, 3.60
Matthew Thrasher's Edward Jones Experience June 2015 - August 2015
Job PreBusiness Major, Aspiring Financial Advisor
Industry Financial Services
Experience
Center for Astronomical Adaptive Optics, Steward Observatory September 2015 - Present
Edward Jones June 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service
Education
University of Arizona 2014 — 2018
Associate’s Degree, Bachelor of Science in Business Administration, 3.737
University of Arizona
Center for Astronomical Adaptive Optics, Steward Observatory September 2015 - Present
Edward Jones June 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service
Education
University of Arizona 2014 — 2018
Associate’s Degree, Bachelor of Science in Business Administration, 3.737
University of Arizona
Joe Riggs Joe Riggs's Edward Jones Experience January 1996 - 2000
Job CEO at Alaska Healthcare Strategies
Industry Medical Devices
Experience
Alaska Healthcare Strategies October 2012 - Present
CoMedical March 2010 - November 2012
BIMC 2002 - 2011
Riggs Investment Services 2000 - 2002
Edward Jones January 1996 - 2000
Skills
New Business Development, Business Strategy, Policy Analysis, Economic Development, Politics, Communication, Marketing Strategy, Political Campaigns, Public Speaking, Public Relations, Government Relations, Energy Policy, New Venture Development, Public & Private..., Partnerships, Government, Leadership, Market Development, Start-ups, Strategic Communications, Fundraising, Proposal Writing, Organizational..., Strategic Planning, Executive Management, Nonprofits, Program Management
Education
University of Alaska Anchorage
Bachelor of Arts (B.A.), Economics, Deans List
University of Alaska Anchorage
Bachelor of Arts (BA), Economics
University of Alaska Anchorage
Bachelor of Arts (BA), Economics
Alaska Healthcare Strategies October 2012 - Present
CoMedical March 2010 - November 2012
BIMC 2002 - 2011
Riggs Investment Services 2000 - 2002
Edward Jones January 1996 - 2000
Skills
New Business Development, Business Strategy, Policy Analysis, Economic Development, Politics, Communication, Marketing Strategy, Political Campaigns, Public Speaking, Public Relations, Government Relations, Energy Policy, New Venture Development, Public & Private..., Partnerships, Government, Leadership, Market Development, Start-ups, Strategic Communications, Fundraising, Proposal Writing, Organizational..., Strategic Planning, Executive Management, Nonprofits, Program Management
Education
University of Alaska Anchorage
Bachelor of Arts (B.A.), Economics, Deans List
University of Alaska Anchorage
Bachelor of Arts (BA), Economics
University of Alaska Anchorage
Bachelor of Arts (BA), Economics
Tina Tischer Tina Tischer's Edward Jones Experience October 2012 - Present
Job OnCall BOA at Edward Jones
Industry Civic & Social Organization
Experience
Edward Jones October 2012 - Present
Team, LLC May 2007 - Present
Cottonwood Creek Action School Wellness Council March 2013 - Present
Alaska Center for Martial Arts 2014 - 2015
Scentsy, Inc. October 2010 - 2014
United Way of Mat-Su October 2010 - 2014
Junior Achievement January 2012 - 2013
Silpada Designs October 2010 - October 2012
Law Office of Kenneth J. Goldman October 2001 - May 2004
Bliss, Wilkens and Clayton (Anchorage Alaska Office) April 1996 - October 2000
Skills
Small Business, Real Estate Investment, Property Owners, Fundraising, Marketing Materials, Non-profits, Customer Service, Writing, Public Relations, Administration, Retail, Editing, Administrative Support, Data Entry, Accounting, Word, Payroll, Outlook, Event Planning, Quickbooks, Conferences, Office Management, Marketing, Nonprofits, Microsoft Word, Community Outreach, Public Speaking, Team Building, Leadership, Event Management
Education
University of Alaska Anchorage 1990 — 1994
Associate of Art, Paralegal Certificate
Kenai Central High School 1984 — 1987
Soldotna High School
Edward Jones October 2012 - Present
Team, LLC May 2007 - Present
Cottonwood Creek Action School Wellness Council March 2013 - Present
Alaska Center for Martial Arts 2014 - 2015
Scentsy, Inc. October 2010 - 2014
United Way of Mat-Su October 2010 - 2014
Junior Achievement January 2012 - 2013
Silpada Designs October 2010 - October 2012
Law Office of Kenneth J. Goldman October 2001 - May 2004
Bliss, Wilkens and Clayton (Anchorage Alaska Office) April 1996 - October 2000
Skills
Small Business, Real Estate Investment, Property Owners, Fundraising, Marketing Materials, Non-profits, Customer Service, Writing, Public Relations, Administration, Retail, Editing, Administrative Support, Data Entry, Accounting, Word, Payroll, Outlook, Event Planning, Quickbooks, Conferences, Office Management, Marketing, Nonprofits, Microsoft Word, Community Outreach, Public Speaking, Team Building, Leadership, Event Management
Education
University of Alaska Anchorage 1990 — 1994
Associate of Art, Paralegal Certificate
Kenai Central High School 1984 — 1987
Soldotna High School
Christopher Millar's Edward Jones Experience Residents AssistantThe University of ArizonaAugust 2011 - May 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Residents AssistantThe University of ArizonaAugust 2011 - May 2014
Edward Jones June 2013 - August 2013
Education
University of Arizona, Eller College of Management 2010 — 2014
Marketing, Business
Edward Jones Residents AssistantThe University of ArizonaAugust 2011 - May 2014
Edward Jones June 2013 - August 2013
Education
University of Arizona, Eller College of Management 2010 — 2014
Marketing, Business
Andrew Felice's Edward Jones Experience June 2015 - August 2015
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
The University of Arizona January 2015 - Present
Edward Jones June 2015 - August 2015
Quicken Loans August 2014 - January 2015
The University of Arizona August 2014 - December 2014
Quicken Loans June 2014 - August 2014
Flashnotes March 2014 - August 2014
Discount Tire Company May 2013 - March 2014
PurQuality LLC May 2012 - August 2012
Abercrombie & Fitch November 2011 - May 2012
Eco Select Services August 2011 - January 2012
Skills
PowerPoint, Time Management, Microsoft Word, Microsoft Office, Customer Service, Social Media, Entrepreneurship, Microsoft Excel, Teamwork, Social Networking, Sales, Facebook, Event Planning
Education
University of Arizona 2012 — 2016
Bachelor of Science (B.S.) of Business Administration, Marketing & Entrepreneurship
Brophy College Prep 2008 — 2012
The University of Arizona January 2015 - Present
Edward Jones June 2015 - August 2015
Quicken Loans August 2014 - January 2015
The University of Arizona August 2014 - December 2014
Quicken Loans June 2014 - August 2014
Flashnotes March 2014 - August 2014
Discount Tire Company May 2013 - March 2014
PurQuality LLC May 2012 - August 2012
Abercrombie & Fitch November 2011 - May 2012
Eco Select Services August 2011 - January 2012
Skills
PowerPoint, Time Management, Microsoft Word, Microsoft Office, Customer Service, Social Media, Entrepreneurship, Microsoft Excel, Teamwork, Social Networking, Sales, Facebook, Event Planning
Education
University of Arizona 2012 — 2016
Bachelor of Science (B.S.) of Business Administration, Marketing & Entrepreneurship
Brophy College Prep 2008 — 2012
Anthony Lagrossa Anthony Lagrossa's Edward Jones Experience June 2015 - Present
Job Financial Advisor Intern at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Farm Family Insurance Companies May 2014 - March 2015
Prestige Brands May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Accounting, On the Job Training, Analysis, Economics, SAP, Leadership, Data Analysis, Finance, Social Media
Education
State University of New York at Albany 2011 — 2015
Mamaroneck High School
Edward Jones June 2015 - Present
Farm Family Insurance Companies May 2014 - March 2015
Prestige Brands May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Accounting, On the Job Training, Analysis, Economics, SAP, Leadership, Data Analysis, Finance, Social Media
Education
State University of New York at Albany 2011 — 2015
Mamaroneck High School
Scott Patterson, AAMS®'s Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Skills
Customer Service, Strategic Planning, Leadership, Public Speaking, Marketing, Team Building, Microsoft Office, Small Business, Marketing Strategy, Social Media
Education
University of Arizona 2001 — 2005
San Diego State University
Edward Jones October 2008 - Present
Skills
Customer Service, Strategic Planning, Leadership, Public Speaking, Marketing, Team Building, Microsoft Office, Small Business, Marketing Strategy, Social Media
Education
University of Arizona 2001 — 2005
San Diego State University
Michael Treadway's Edward Jones Experience July 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Management Consulting
Experience
Edward Jones July 2015 - Present
AT&T May 2014 - Present
Northstar Collections January 2014 - May 2014
Skills
PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Research, Social Media, Social Networking, Leadership, Microsoft Office, Sales, Microsoft Excel, Customer Service, Microsoft Word, Marketing, Time Management, Event Planning, Social Media Marketing, Team Leadership, Facebook, Training, Customer Satisfaction, Networking, Communication, Account Management
Education
University at Buffalo 2011 — 2015
Business Administration (B.S.), Business Administration and Management, General
Edward Jones July 2015 - Present
AT&T May 2014 - Present
Northstar Collections January 2014 - May 2014
Skills
PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Research, Social Media, Social Networking, Leadership, Microsoft Office, Sales, Microsoft Excel, Customer Service, Microsoft Word, Marketing, Time Management, Event Planning, Social Media Marketing, Team Leadership, Facebook, Training, Customer Satisfaction, Networking, Communication, Account Management
Education
University at Buffalo 2011 — 2015
Business Administration (B.S.), Business Administration and Management, General
Stephen Wyland Stephen Wyland's Edward Jones Experience December 2012 - April 2013
Job at Kill Cliff
Industry Sports
Experience
Kill Cliff Inc. June 2014 - Present
Vetmatrix June 2013 - June 2014
Edward Jones December 2012 - April 2013
Riverstone Residential Group August 2011 - June 2012
Riverstone Residential Group August 2009 - August 2011
TRG Customer Solutions May 2008 - March 2009
Skills
Quality Results, Leadership, Communication Skills, Accounts Receivable, Accounts Payable, Result Oriented, Team-oriented, Hard working individual, Business Strategy, Product Development, Product Management, Product Marketing, Customer Focused..., Marketing, Marketing Strategy, CRM, Selling, Training, Sales
Education
State University of New York at Albany 2003 — 2007
Bachelor's degree, Communication, General
Kill Cliff Inc. June 2014 - Present
Vetmatrix June 2013 - June 2014
Edward Jones December 2012 - April 2013
Riverstone Residential Group August 2011 - June 2012
Riverstone Residential Group August 2009 - August 2011
TRG Customer Solutions May 2008 - March 2009
Skills
Quality Results, Leadership, Communication Skills, Accounts Receivable, Accounts Payable, Result Oriented, Team-oriented, Hard working individual, Business Strategy, Product Development, Product Management, Product Marketing, Customer Focused..., Marketing, Marketing Strategy, CRM, Selling, Training, Sales
Education
State University of New York at Albany 2003 — 2007
Bachelor's degree, Communication, General
Taegan Berreman's Edward Jones Experience August 2015 - Present
Job Operations Generalist Product Master File at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones June 2014 - Present
Delta Sigma Pi August 2012 - Present
Face Marketing October 2013 - May 2014
The Coca-Cola Company September 2013 - December 2013
Campus Special May 2013 - August 2013
The University of Arizona College of Education August 2012 - May 2013
CUTCO Cutlery May 2012 - August 2012
Alpha Phi International Fraternity May 2010 - August 2012
University of Idaho August 2011 - May 2012
Skills
Customer Service, Public Speaking, Social Media, Teamwork, Event Planning, Photoshop, Time Management, Leadership, Cashiering, Sales, Group Work, Marketing, Social Media Marketing, Advertising, Account Management, Social Networking, Digital Marketing, Event Management, Management, B2B
Education
University of Arizona 2012 — 2014
Bachelor of Science, Business Administration; Pre-Business
University of Arizona, Eller College of Management 2012 — 2012
BS in Business Administration, Business Administration and Management, General
University of Idaho 2010 — 2012
Business Administration; Business Management
Edward Jones August 2015 - Present
Edward Jones June 2014 - Present
Delta Sigma Pi August 2012 - Present
Face Marketing October 2013 - May 2014
The Coca-Cola Company September 2013 - December 2013
Campus Special May 2013 - August 2013
The University of Arizona College of Education August 2012 - May 2013
CUTCO Cutlery May 2012 - August 2012
Alpha Phi International Fraternity May 2010 - August 2012
University of Idaho August 2011 - May 2012
Skills
Customer Service, Public Speaking, Social Media, Teamwork, Event Planning, Photoshop, Time Management, Leadership, Cashiering, Sales, Group Work, Marketing, Social Media Marketing, Advertising, Account Management, Social Networking, Digital Marketing, Event Management, Management, B2B
Education
University of Arizona 2012 — 2014
Bachelor of Science, Business Administration; Pre-Business
University of Arizona, Eller College of Management 2012 — 2012
BS in Business Administration, Business Administration and Management, General
University of Idaho 2010 — 2012
Business Administration; Business Management
Kelley Coke Kelley Coke's Edward Jones Experience March 2010 - November 2010
Job Sales Representative at Glazer's Distributors
Industry Events Services
Experience
Glazer's Distributors March 2014 - Present
Medical Center Hospital December 2012 - March 2014
Sewell Family of January 2012 - December 2012
Edward Jones March 2010 - November 2010
University of Alabama July 2009 - July 2010
Diamond Affairs Weddings January 2009 - July 2009
Skills
Microsoft Office, Event Planning, Events Coordination, Training
Education
University of Alabama 2006 — 2010
Restaurant, Hospitality, and Meetings Management, Human Environmental Sciences
Glazer's Distributors March 2014 - Present
Medical Center Hospital December 2012 - March 2014
Sewell Family of January 2012 - December 2012
Edward Jones March 2010 - November 2010
University of Alabama July 2009 - July 2010
Diamond Affairs Weddings January 2009 - July 2009
Skills
Microsoft Office, Event Planning, Events Coordination, Training
Education
University of Alabama 2006 — 2010
Restaurant, Hospitality, and Meetings Management, Human Environmental Sciences
Diane Lindsey Diane Lindsey's Edward Jones Experience July 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Worldwide Interactive Network September 2002 - December 2008
Milliken and Company September 1996 - September 2002
Skills
401k, 401k Rollovers, Bonds, Roth IRA, SEP IRA, Retirement Strategies, Traditional IRA, Estate Considerations, Common Stocks, Insurance, Portfolio and..., Annuity Sales, Simple IRA
Education
University of Alabama 1985 — 1987
Bachelor of Science (BS), Mathematics
Patrick Henry State Junior College 1983 — 1985
Edward Jones July 2009 - Present
Worldwide Interactive Network September 2002 - December 2008
Milliken and Company September 1996 - September 2002
Skills
401k, 401k Rollovers, Bonds, Roth IRA, SEP IRA, Retirement Strategies, Traditional IRA, Estate Considerations, Common Stocks, Insurance, Portfolio and..., Annuity Sales, Simple IRA
Education
University of Alabama 1985 — 1987
Bachelor of Science (BS), Mathematics
Patrick Henry State Junior College 1983 — 1985
Kate Kemerer Kate Kemerer's Edward Jones Experience October 2011 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Skills
Series 7, Series 66
Education
University of Arizona 2002 — 2006
Edward Jones October 2011 - Present
Skills
Series 7, Series 66
Education
University of Arizona 2002 — 2006
ShanShan Wang ShanShan Wang's Edward Jones Experience 2009 - 2010
Job Strategic Development Sales Executive at FedEx Services | MBA Candidate at USC Marshall School of Business
Industry Logistics and Supply Chain
Experience
FedEx Services April 2015 - Present
FedEx Services February 2013 - Present
FedEx Services September 2010 - February 2013
Edward Jones 2009 - 2010
Target May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Supply Chain
University of Arizona 2005 — 2009
Bachelor’s Degree, B.A in Economics & B.S. in Finance
FedEx Services April 2015 - Present
FedEx Services February 2013 - Present
FedEx Services September 2010 - February 2013
Edward Jones 2009 - 2010
Target May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Supply Chain
University of Arizona 2005 — 2009
Bachelor’s Degree, B.A in Economics & B.S. in Finance
Nicole Vickery's Edward Jones Experience August 2008 - December 2008
Job Producer at Wolf Entertainment Productions (WEP)
Industry Nonprofit Organization Management
Experience
Silent Cries Presents - Collisions: Rocking the Scars November 2013 - Present
Wolf Entertainment Productions (WEP) November 2013 - Present
Congenital Heart Disease Advocacy/Event Coordinator January 2005 - Present
Y'all Connect 2015 - 2015
Madison County Women's Democrat Council January 2009 - December 2010
Adult Congenital Heart Association May 2009 - July 2010
Edward Jones August 2008 - December 2008
Community Volunteer/Committee Chair Various Board July 2002 - July 2008
SCORE - Counselors to America's Small Business May 2005 - October 2006
MEMS Optical, Inc April 2001 - August 2002
Skills
Nonprofits, Outlook, Management, Proposal Writing, Training, Community Outreach, Policy, Leadership Development, Media Relations, Strategic Communications, Interviews, Leadership, Public Speaking, Public Relations, Event Planning, Team Building, Customer Service, Fundraising, Strategic Planning, Marketing, Social Media, Social Media Marketing, Social Networking, Program Management, Marketing Strategy, Event Management, Microsoft Office, Sales, Small Business, Budgets, Entrepreneurship, Team Leadership, Analysis, Contract Negotiation, Research, New Business Development, Business Development, Editing, Marketing Communications, Advertising, Coaching, Blogging, Press Releases, Finance, Project Planning, Time Management, CRM, Organizational..., Problem Solving, Strategy
Education
University of South Alabama 1989 — 1992
B.S. Finance Minor Communications, Finance & Public Relations, 4.0
University of Alabama in Huntsville 1988 — 1989
Chemistry/Music, 3.2
Grissom High School 1984 — 1988
Diploma, Top 1/3 in class of 622 grads, Advance degree program @UAH summer prior to Sr yr, Voice Scholarship
Silent Cries Presents - Collisions: Rocking the Scars November 2013 - Present
Wolf Entertainment Productions (WEP) November 2013 - Present
Congenital Heart Disease Advocacy/Event Coordinator January 2005 - Present
Y'all Connect 2015 - 2015
Madison County Women's Democrat Council January 2009 - December 2010
Adult Congenital Heart Association May 2009 - July 2010
Edward Jones August 2008 - December 2008
Community Volunteer/Committee Chair Various Board July 2002 - July 2008
SCORE - Counselors to America's Small Business May 2005 - October 2006
MEMS Optical, Inc April 2001 - August 2002
Skills
Nonprofits, Outlook, Management, Proposal Writing, Training, Community Outreach, Policy, Leadership Development, Media Relations, Strategic Communications, Interviews, Leadership, Public Speaking, Public Relations, Event Planning, Team Building, Customer Service, Fundraising, Strategic Planning, Marketing, Social Media, Social Media Marketing, Social Networking, Program Management, Marketing Strategy, Event Management, Microsoft Office, Sales, Small Business, Budgets, Entrepreneurship, Team Leadership, Analysis, Contract Negotiation, Research, New Business Development, Business Development, Editing, Marketing Communications, Advertising, Coaching, Blogging, Press Releases, Finance, Project Planning, Time Management, CRM, Organizational..., Problem Solving, Strategy
Education
University of South Alabama 1989 — 1992
B.S. Finance Minor Communications, Finance & Public Relations, 4.0
University of Alabama in Huntsville 1988 — 1989
Chemistry/Music, 3.2
Grissom High School 1984 — 1988
Diploma, Top 1/3 in class of 622 grads, Advance degree program @UAH summer prior to Sr yr, Voice Scholarship
Dylan Wyatt Dylan Wyatt's Edward Jones Experience August 2011 - December 2011
Job Consultant at AXIS CORPORATE
Industry Banking
Experience
AXIS CORPORATE April 2015 - Present
Arvest Bank June 2013 - April 2015
Arvest Bank January 2013 - June 2013
Arvest Bank August 2009 - January 2013
Edward Jones August 2011 - December 2011
First State Bank of Bloomington May 2006 - June 2008
Skills
Leadership, Retail Banking, Process Improvement, Business Strategy, Financial Analysis, Teamwork, Change Management, Project Management, Process Engineering, Business Process...
Education
University of Arkansas 2008 — 2013
Bachelor of Science in Business Administration
AXIS CORPORATE April 2015 - Present
Arvest Bank June 2013 - April 2015
Arvest Bank January 2013 - June 2013
Arvest Bank August 2009 - January 2013
Edward Jones August 2011 - December 2011
First State Bank of Bloomington May 2006 - June 2008
Skills
Leadership, Retail Banking, Process Improvement, Business Strategy, Financial Analysis, Teamwork, Change Management, Project Management, Process Engineering, Business Process...
Education
University of Arkansas 2008 — 2013
Bachelor of Science in Business Administration
Tamara Allen-Dodrill Tamara Allen-Dodrill's Edward Jones Experience April 2007 - August 2014
Job LaBlast Dance Fitness Instructor
Industry Entertainment
Experience
Wall 2 Wall Dance Center August 2014 - Present
Edward Jones April 2007 - August 2014
Legends In Concert 2000 - 2007
Shoji Entertainments 1998 - 1999
Skills
Dance, Team Building, Strategic Planning, Leadership, Event Management, Customer Service, Microsoft Office, Marketing, Public Speaking, Event Planning, Fundraising, Teaching
Education
University of Arizona
Wall 2 Wall Dance Center August 2014 - Present
Edward Jones April 2007 - August 2014
Legends In Concert 2000 - 2007
Shoji Entertainments 1998 - 1999
Skills
Dance, Team Building, Strategic Planning, Leadership, Event Management, Customer Service, Microsoft Office, Marketing, Public Speaking, Event Planning, Fundraising, Teaching
Education
University of Arizona
Alicia Lynch Alicia Lynch's Edward Jones Experience August 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Ameriprise Financial Services, Inc July 2010 - August 2013
Ameriprise Financial Services, Inc September 2006 - July 2010
Skills
Management, Marketing, Business Development, Training, Sales Operations, Marketing Strategy, Advertising, New Business Development, Market Planning, Finance, Insurance, Retirement Planning, Portfolio Management, Microsoft Office, Leadership, Investments, Financial Services, Financial Planning, Customer Service
Education
University of Alabama 2001 — 2004
Bachelor of Science, Business Administration; Marketing
Edward Jones August 2013 - Present
Ameriprise Financial Services, Inc July 2010 - August 2013
Ameriprise Financial Services, Inc September 2006 - July 2010
Skills
Management, Marketing, Business Development, Training, Sales Operations, Marketing Strategy, Advertising, New Business Development, Market Planning, Finance, Insurance, Retirement Planning, Portfolio Management, Microsoft Office, Leadership, Investments, Financial Services, Financial Planning, Customer Service
Education
University of Alabama 2001 — 2004
Bachelor of Science, Business Administration; Marketing
Dan Fitzgibbon's Edward Jones Experience October 2014 - Present
Job Unit Investment Trust Trader at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Edward Jones July 2013 - September 2014
Edward Jones June 2012 - July 2013
Arizona Students' Association June 2010 - May 2012
Edward Jones June 2011 - August 2011
Office of Congressman Pete Sessions (TX-32) July 2010 - August 2010
Skills
Public Speaking, Non-profits, Leadership, PowerPoint, Research, Microsoft Excel, Customer Service, Microsoft Office, Social Media, Microsoft Word, Leadership Development, Public Relations
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Business Economics
Edward Jones October 2014 - Present
Edward Jones July 2013 - September 2014
Edward Jones June 2012 - July 2013
Arizona Students' Association June 2010 - May 2012
Edward Jones June 2011 - August 2011
Office of Congressman Pete Sessions (TX-32) July 2010 - August 2010
Skills
Public Speaking, Non-profits, Leadership, PowerPoint, Research, Microsoft Excel, Customer Service, Microsoft Office, Social Media, Microsoft Word, Leadership Development, Public Relations
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Business Economics
Karl Otsa Karl Otsa's Edward Jones Experience 1998 - 2002
Job Compliance
Industry Financial Services
Experience
Curry-Henry Group Inc. December 2008 - 2010
Walton Capital Management Inc. 2007 - 2007
CST Consultants Inc. January 2005 - July 2006
Edward Jones 1998 - 2002
Merrill Lynch Canada (Midland Walwyn) 1994 - 1997
Canada Life 1991 - 1993
Buffalo Savings Bank 1989 - 1990
Empire of America 1987 - 1989
Skills
Compliance, Compliance Management, Regulatory Requirements, Compliance Training, Internal Investigations, Risk Management, Troubleshooting, Credit, Retail Brokerage, Financial Services, Retirement, Insurance, KYC, FINRA, Supervisory Skills, Brokers, Regulations, AML, Financial Risk, Regulatory Risk, Investigations, Disciplinary, Privacy, Securities, Series 7, Series 63, Retirement Planning, Relationship Management, Customer Service, Pensions, Policy/Procedure..., Documentation &..., Team-Building &..., Strategic Planning, Banking, Due Diligence, Financial Markets, Management, Strategy, Analysis
Education
Canadian Securities Institute
FINRA
Series 6, 7, 9, 10, 63
University at Buffalo
BA
Royalton Hartland High School
Curry-Henry Group Inc. December 2008 - 2010
Walton Capital Management Inc. 2007 - 2007
CST Consultants Inc. January 2005 - July 2006
Edward Jones 1998 - 2002
Merrill Lynch Canada (Midland Walwyn) 1994 - 1997
Canada Life 1991 - 1993
Buffalo Savings Bank 1989 - 1990
Empire of America 1987 - 1989
Skills
Compliance, Compliance Management, Regulatory Requirements, Compliance Training, Internal Investigations, Risk Management, Troubleshooting, Credit, Retail Brokerage, Financial Services, Retirement, Insurance, KYC, FINRA, Supervisory Skills, Brokers, Regulations, AML, Financial Risk, Regulatory Risk, Investigations, Disciplinary, Privacy, Securities, Series 7, Series 63, Retirement Planning, Relationship Management, Customer Service, Pensions, Policy/Procedure..., Documentation &..., Team-Building &..., Strategic Planning, Banking, Due Diligence, Financial Markets, Management, Strategy, Analysis
Education
Canadian Securities Institute
FINRA
Series 6, 7, 9, 10, 63
University at Buffalo
BA
Royalton Hartland High School
Anthony Tarnowski's Edward Jones Experience September 2007 - March 2008
Job Account Representative at Amazon
Industry Consumer Goods
Experience
Amazon March 2013 - Present
Zimmer Spine September 2011 - February 2013
Wells Fargo Home Mortgage December 2010 - September 2011
Wells Fargo Bank June 2010 - December 2010
College of Business Development August 2009 - May 2010
Philadelphia Cold Storage and Warehousing December 2003 - August 2009
WSU Small Business Development Center May 2009 - July 2009
University of Arizona Foundation February 2007 - August 2008
Edward Jones September 2007 - March 2008
Arizona Daily Wildcat August 2005 - May 2006
Skills
Warehousing, Customer Service, Cold Calling, Microsoft Office, Sales, Microsoft Excel, Public Speaking, Time Management, Leadership, Social Media, PowerPoint, Event Planning, Salesforce.com, Marketing, Outlook, New Business Development
Education
Washington State University - College of Business and Economics 2008 — 2010
MBA, Business Administration
University of Arizona 2004 — 2008
Bachelor of Arts, Journalism
Amazon March 2013 - Present
Zimmer Spine September 2011 - February 2013
Wells Fargo Home Mortgage December 2010 - September 2011
Wells Fargo Bank June 2010 - December 2010
College of Business Development August 2009 - May 2010
Philadelphia Cold Storage and Warehousing December 2003 - August 2009
WSU Small Business Development Center May 2009 - July 2009
University of Arizona Foundation February 2007 - August 2008
Edward Jones September 2007 - March 2008
Arizona Daily Wildcat August 2005 - May 2006
Skills
Warehousing, Customer Service, Cold Calling, Microsoft Office, Sales, Microsoft Excel, Public Speaking, Time Management, Leadership, Social Media, PowerPoint, Event Planning, Salesforce.com, Marketing, Outlook, New Business Development
Education
Washington State University - College of Business and Economics 2008 — 2010
MBA, Business Administration
University of Arizona 2004 — 2008
Bachelor of Arts, Journalism
Cheryl M. Andersen Cheryl M. Andersen's Edward Jones Experience August 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Libraries
Experience
Edward Jones August 2014 - Present
IBM Mid-Hudson Library/SUNY Research Foundation January 2009 - September 2010
Sojourner Truth Library/SUNY New Paltz January 2010 - May 2010
Taconic Farms Inc June 2004 - August 2008
Skills
Cataloging, Microsoft Office, Reference, Collection Development, Research, Library, Customer Service, Training, Archives, Microsoft Excel, Project Management, Microsoft Word, Management, Higher Education, Library Science, Negotiation, Customer Satisfaction, Databases, Process Improvement, Time Management, Technical Writing, Interviews, Electronic Resources, Quality Assurance, System Administration, Data Entry, Pharmaceutical Industry, Personnel Supervision, Camtasia, Data Analysis, Troubleshooting, Teaching, Social Media, Editing, Strategic Planning, Books, Administrative..., Program Management, Public Speaking, Blogging, LibGuides, Account Management, Outlook, Software Documentation, Community Outreach, PowerPoint, Inventory Management, Library Instruction, Event Planning, Budgets
Education
University at Albany, SUNY 2008 — 2010
MSIS, MSIS Information Science
State University at New Paltz, New Paltz New York 1994 — 1998
BA, Secondary Education/English
Edward Jones August 2014 - Present
IBM Mid-Hudson Library/SUNY Research Foundation January 2009 - September 2010
Sojourner Truth Library/SUNY New Paltz January 2010 - May 2010
Taconic Farms Inc June 2004 - August 2008
Skills
Cataloging, Microsoft Office, Reference, Collection Development, Research, Library, Customer Service, Training, Archives, Microsoft Excel, Project Management, Microsoft Word, Management, Higher Education, Library Science, Negotiation, Customer Satisfaction, Databases, Process Improvement, Time Management, Technical Writing, Interviews, Electronic Resources, Quality Assurance, System Administration, Data Entry, Pharmaceutical Industry, Personnel Supervision, Camtasia, Data Analysis, Troubleshooting, Teaching, Social Media, Editing, Strategic Planning, Books, Administrative..., Program Management, Public Speaking, Blogging, LibGuides, Account Management, Outlook, Software Documentation, Community Outreach, PowerPoint, Inventory Management, Library Instruction, Event Planning, Budgets
Education
University at Albany, SUNY 2008 — 2010
MSIS, MSIS Information Science
State University at New Paltz, New Paltz New York 1994 — 1998
BA, Secondary Education/English
Hanna Mzili's Edward Jones Experience June 2015 - August 2015
Job Trading Intern at Edward Jones
Industry Financial Services
Experience
The University of Arizona August 2013 - Present
Edward Jones June 2015 - August 2015
Wakefern Food Corp. May 2013 - August 2014
Special Olympics New Jersey June 2010 - June 2014
Wakefern Food Corp. May 2013 - January 2014
francesca’s® January 2012 - January 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, VBA Coding, Bloomberg Terminal, Social Media, Social Networking, Teamwork, Customer Service, Microsoft Office, Time Management, Event Planning, Facebook, English, Windows, Research, Public Speaking, Spanish, Access, HTML, Photoshop
Education
University of Arizona, Eller College of Management 2012 — 2016
Business Management, Finance
The University of Arizona August 2013 - Present
Edward Jones June 2015 - August 2015
Wakefern Food Corp. May 2013 - August 2014
Special Olympics New Jersey June 2010 - June 2014
Wakefern Food Corp. May 2013 - January 2014
francesca’s® January 2012 - January 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, VBA Coding, Bloomberg Terminal, Social Media, Social Networking, Teamwork, Customer Service, Microsoft Office, Time Management, Event Planning, Facebook, English, Windows, Research, Public Speaking, Spanish, Access, HTML, Photoshop
Education
University of Arizona, Eller College of Management 2012 — 2016
Business Management, Finance
Bill Alleman Bill Alleman's Edward Jones Experience Financial AdvisorEdward JonesJanuary 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Financial AdvisorEdward JonesJanuary 2010 - Present
Education
University at Buffalo 1979 — 1983
Bachelor's degree, Economics
Edward Jones Financial AdvisorEdward JonesJanuary 2010 - Present
Education
University at Buffalo 1979 — 1983
Bachelor's degree, Economics
Jeremy Austin Harris's Edward Jones Experience August 2015 - Present
Job FACD Edward Jones
Industry Health, Wellness and Fitness
Experience
Edward Jones August 2015 - Present
Iron Tribe Fitness March 2013 - July 2015
Iron Tribe Fitness January 2014 - July 2014
Aviator Church May 2012 - July 2012
Auburn University Montgomery August 2011 - May 2012
Taco Bell January 2007 - January 2008
Skills
Marketing Management, Product Marketing, Social Media Marketing, Sales Management, Technical Product Sales, MICROS, Fitness Training, Olympic Lifting, Selling, Nutrition Consulting, Sales, Public Speaking, Leadership, Team Building, Customer Service, Entrepreneurship, Event Planning, Marketing, Management
Education
University of Alabama at Birmingham - Collat School of Business 2011 — 2015
Bachelor of Science (BS), Marketing Management, Senior Year Academic Achievement award. Top 20%
University of Auburn at Montgomery 2011 — 2012
Marketing Management, Business
Spainpark Highschool 2007 — 2011
Edward Jones August 2015 - Present
Iron Tribe Fitness March 2013 - July 2015
Iron Tribe Fitness January 2014 - July 2014
Aviator Church May 2012 - July 2012
Auburn University Montgomery August 2011 - May 2012
Taco Bell January 2007 - January 2008
Skills
Marketing Management, Product Marketing, Social Media Marketing, Sales Management, Technical Product Sales, MICROS, Fitness Training, Olympic Lifting, Selling, Nutrition Consulting, Sales, Public Speaking, Leadership, Team Building, Customer Service, Entrepreneurship, Event Planning, Marketing, Management
Education
University of Alabama at Birmingham - Collat School of Business 2011 — 2015
Bachelor of Science (BS), Marketing Management, Senior Year Academic Achievement award. Top 20%
University of Auburn at Montgomery 2011 — 2012
Marketing Management, Business
Spainpark Highschool 2007 — 2011
Bradford Dickson Bradford Dickson's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Wells Real Estate Funds, Inc. June 2006 - July 2012
pbii Financial Solutions 2005 - 2006
Skills
Financial Modeling, Investments, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Finance, Financial Services, Insurance, Leadership, Management, Portfolio Management, Securities, Series 63, Valuation
Education
University of Arizona, Eller College of Management 2002 — 2006
BS, Finance
Edward Jones July 2012 - Present
Wells Real Estate Funds, Inc. June 2006 - July 2012
pbii Financial Solutions 2005 - 2006
Skills
Financial Modeling, Investments, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Finance, Financial Services, Insurance, Leadership, Management, Portfolio Management, Securities, Series 63, Valuation
Education
University of Arizona, Eller College of Management 2002 — 2006
BS, Finance
Hugh Wanless's Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones June 2009 - Present
Edward Jones January 2009 - June 2009
Sun Microsystems January 2006 - June 2008
StorageTek January 2001 - December 2005
Skills
Sales Management, Strategic Planning, Retirement Planning
Education
University of Adelaide 1980 — 1980
MBA
Wilfrid Laurier University 1974 — 1978
BBA, Finance, minor in Economics
Etobicoke Collegiate Institute 1969 — 1974
Edward Jones June 2009 - Present
Edward Jones January 2009 - June 2009
Sun Microsystems January 2006 - June 2008
StorageTek January 2001 - December 2005
Skills
Sales Management, Strategic Planning, Retirement Planning
Education
University of Adelaide 1980 — 1980
MBA
Wilfrid Laurier University 1974 — 1978
BBA, Finance, minor in Economics
Etobicoke Collegiate Institute 1969 — 1974
Scott Vedane's Edward Jones Experience March 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Suntron Corporation April 2010 - November 2012
Credit Solutions August 2009 - April 2010
Grace Products January 2009 - June 2009
Circa 65, LLC April 2008 - December 2008
Arrow Electronics, Inc. February 1997 - July 2008
International Integrated Solutions May 1996 - May 1997
MTI Systems October 1987 - April 1996
Skills
Negotiation, Problem Solving, Team Building, Coaching, Teaching, Sales Management, Manufacturing, Account Management, New Business Development, Customer Relations, Consultative Selling, Solution Selling, Contract Negotiation, Marketing Strategy, Contract Negotiations, Business Planning, Business Strategy, Salesforce.com, Sales Operations, Lead Generation, Team Leadership, Process Improvement, P&L, Strategic Planning, Cross-functional Team..., Direct Sales, Leadership, Management, Sales, Selling, Strategy, Supply Chain
Education
University of Alabama in Huntsville 1978 — 1982
BSBA
Edward Jones March 2013 - Present
Suntron Corporation April 2010 - November 2012
Credit Solutions August 2009 - April 2010
Grace Products January 2009 - June 2009
Circa 65, LLC April 2008 - December 2008
Arrow Electronics, Inc. February 1997 - July 2008
International Integrated Solutions May 1996 - May 1997
MTI Systems October 1987 - April 1996
Skills
Negotiation, Problem Solving, Team Building, Coaching, Teaching, Sales Management, Manufacturing, Account Management, New Business Development, Customer Relations, Consultative Selling, Solution Selling, Contract Negotiation, Marketing Strategy, Contract Negotiations, Business Planning, Business Strategy, Salesforce.com, Sales Operations, Lead Generation, Team Leadership, Process Improvement, P&L, Strategic Planning, Cross-functional Team..., Direct Sales, Leadership, Management, Sales, Selling, Strategy, Supply Chain
Education
University of Alabama in Huntsville 1978 — 1982
BSBA
Sandra Boyer's Edward Jones Experience February 2012 - November 2013
Job Consultant, focusing on wealth management and brokerage
Industry Financial Services
Experience
Self Employed Recruitment Consultant January 2014 - Present
Edward Jones February 2012 - November 2013
SunTrust Bank, Inc. 2003 - February 2012
Prudential Financial 1998 - 2000
Ameriprise Financial Services, Inc. 1997 - 1998
Ameriprise Financial Services, Inc. 1987 - 1996
Skills
Talent Acquisition, Onboarding, Sourcing, Full-cycle Recruiting, Talent Management, Process Improvement, Performance Management, Insurance, Recruiting, College Recruiting, Employee Benefits, PeopleSoft, Coaching, Internet Recruiting, Human Resources, Management, SDLC, Hiring, Leadership
Education
University of Alabama 1971 — 1975
Self Employed Recruitment Consultant January 2014 - Present
Edward Jones February 2012 - November 2013
SunTrust Bank, Inc. 2003 - February 2012
Prudential Financial 1998 - 2000
Ameriprise Financial Services, Inc. 1997 - 1998
Ameriprise Financial Services, Inc. 1987 - 1996
Skills
Talent Acquisition, Onboarding, Sourcing, Full-cycle Recruiting, Talent Management, Process Improvement, Performance Management, Insurance, Recruiting, College Recruiting, Employee Benefits, PeopleSoft, Coaching, Internet Recruiting, Human Resources, Management, SDLC, Hiring, Leadership
Education
University of Alabama 1971 — 1975
Daniel Harp's Edward Jones Experience June 2002 - April 2011
Job Information Technology Manager at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions April 2014 - Present
CenturyLink Technology Solutions (Savvis) September 2012 - April 2014
Centene Corporation May 2011 - September 2012
Edward Jones June 2002 - April 2011
O'Fallon Church of Christ February 2008 - September 2008
Skills
Spring, Oracle, Java, Hibernate, Tomcat, JSP, JBoss Application Server, SQL, JUnit
Education
University of Arkansas at Fayetteville 1998 — 2002
BS, Computer Science
CenturyLink Technology Solutions April 2014 - Present
CenturyLink Technology Solutions (Savvis) September 2012 - April 2014
Centene Corporation May 2011 - September 2012
Edward Jones June 2002 - April 2011
O'Fallon Church of Christ February 2008 - September 2008
Skills
Spring, Oracle, Java, Hibernate, Tomcat, JSP, JBoss Application Server, SQL, JUnit
Education
University of Arkansas at Fayetteville 1998 — 2002
BS, Computer Science
Mindy Trittipo's Edward Jones Experience August 2007 - December 2007
Job ASU Foundation for A New American University
Industry Education Management
Experience
ASU Foundation for A New American University July 2014 - Present
Tulane University March 2011 - July 2014
Tulane University March 2008 - June 2011
Edward Jones August 2007 - December 2007
Edward Jones July 2006 - August 2007
Edward Jones November 2004 - July 2006
Edward Jones May 2002 - November 2004
Prodeo Technologies February 2001 - February 2002
Coca Cola Bottling Company of Chicago 1999 - 2000
Skills
Microsoft Office, Leadership, Training, Project Management, Public Speaking, Resume Writing, Recruiting, Program Management, Customer Service, Data Analysis, Strategic Planning, Team Leadership, Management, Interviews, Analysis
Education
University of Arizona 1995 — 1999
BSBA, Management Information Systems
ASU Foundation for A New American University July 2014 - Present
Tulane University March 2011 - July 2014
Tulane University March 2008 - June 2011
Edward Jones August 2007 - December 2007
Edward Jones July 2006 - August 2007
Edward Jones November 2004 - July 2006
Edward Jones May 2002 - November 2004
Prodeo Technologies February 2001 - February 2002
Coca Cola Bottling Company of Chicago 1999 - 2000
Skills
Microsoft Office, Leadership, Training, Project Management, Public Speaking, Resume Writing, Recruiting, Program Management, Customer Service, Data Analysis, Strategic Planning, Team Leadership, Management, Interviews, Analysis
Education
University of Arizona 1995 — 1999
BSBA, Management Information Systems
Janelle Foster's Edward Jones Experience June 2008 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2008 - Present
Qualcomm September 1996 - March 2008
Education
University of Arizona 1991 — 1995
Business
Edward Jones June 2008 - Present
Qualcomm September 1996 - March 2008
Education
University of Arizona 1991 — 1995
Business
Bret Jones's Edward Jones Experience 2002 - 2005
Job Business Development Manager at Southern Wine & Spirits
Industry Retail
Experience
Southern Wine & Spirits May 2014 - Present
Legacy Retail Solutions January 2011 - May 2014
Merrill Lynch May 2005 - January 2009
Edward Jones 2002 - 2005
Walmart 2000 - 2002
Llama 1994 - 1999
Family Vision Center January 1992 - May 1994
Skills
Retail, Forecasting, Pricing, Consumer Products, P&L, Cross-functional Team..., Budgets, Strategic Planning, Merchandising, Financial Analysis, Management, Customer Service, Inventory Management, Product Development, Process Improvement, Team Building, Finance, Competitive Analysis, Marketing Strategy, New Business Development, Profit, Marketing, Income Statement
Education
NWACC 2009 — 2010
Retail Analyst Program
University of Arkansas 1987 — 1991
BSBA, Finance
Southern Wine & Spirits May 2014 - Present
Legacy Retail Solutions January 2011 - May 2014
Merrill Lynch May 2005 - January 2009
Edward Jones 2002 - 2005
Walmart 2000 - 2002
Llama 1994 - 1999
Family Vision Center January 1992 - May 1994
Skills
Retail, Forecasting, Pricing, Consumer Products, P&L, Cross-functional Team..., Budgets, Strategic Planning, Merchandising, Financial Analysis, Management, Customer Service, Inventory Management, Product Development, Process Improvement, Team Building, Finance, Competitive Analysis, Marketing Strategy, New Business Development, Profit, Marketing, Income Statement
Education
NWACC 2009 — 2010
Retail Analyst Program
University of Arkansas 1987 — 1991
BSBA, Finance
Calvin Hahn's Edward Jones Experience April 2013 - Present
Job Operations Specialist II, at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones April 2013 - Present
Edward Jones May 2010 - March 2013
Apollo College November 2009 - January 2010
Cardinal Health July 2009 - November 2009
DigitalGlobe January 2007 - February 2008
AirPhotoUSA July 1998 - January 2007
Robertson Specialty Consultants August 1996 - July 1998
Agency Rent-A-Car March 1990 - June 1996
Skills
GIS
Education
University of Arizona 1982 — 1988
BS, Business
Brophy College Prep 1978 — 1982
Edward Jones April 2013 - Present
Edward Jones May 2010 - March 2013
Apollo College November 2009 - January 2010
Cardinal Health July 2009 - November 2009
DigitalGlobe January 2007 - February 2008
AirPhotoUSA July 1998 - January 2007
Robertson Specialty Consultants August 1996 - July 1998
Agency Rent-A-Car March 1990 - June 1996
Skills
GIS
Education
University of Arizona 1982 — 1988
BS, Business
Brophy College Prep 1978 — 1982
Joan Gustafson's Edward Jones Experience June 2009 - January 2011
Job Executive Board Member at Prescott Chamber of Commerce
Industry Financial Services
Experience
Prescott Chamber of Commerce January 2014 - Present
Quality Plastics of Prescott July 2010 - Present
Taxpayer Advocacy Panel December 2008 - December 2011
Edward Jones June 2009 - January 2011
Prescott Chamber of Commerce 2009 - 2011
Technology Construction, Inc. August 2006 - April 2009
Capital Title Agency February 2005 - August 2006
F/V Erika Marie May 1999 - August 2004
Alyeska Pipeline Service Company January 1988 - September 1997
Municipality of Anchorage January 1985 - January 1989
Skills
Small Business, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Management, Accounting, Training, Sales, Income Tax, Auditing, Business Development, Financial Analysis, Nonprofits, Insurance, Finance, Bookkeeping, Public Speaking, Financial Planning
Education
University of Alaska Anchorage 1991 — 1995
B.B.A. Finance
University of Alaska Anchorage 1988 — 1990
A.A. Arts
Prescott Chamber of Commerce January 2014 - Present
Quality Plastics of Prescott July 2010 - Present
Taxpayer Advocacy Panel December 2008 - December 2011
Edward Jones June 2009 - January 2011
Prescott Chamber of Commerce 2009 - 2011
Technology Construction, Inc. August 2006 - April 2009
Capital Title Agency February 2005 - August 2006
F/V Erika Marie May 1999 - August 2004
Alyeska Pipeline Service Company January 1988 - September 1997
Municipality of Anchorage January 1985 - January 1989
Skills
Small Business, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Management, Accounting, Training, Sales, Income Tax, Auditing, Business Development, Financial Analysis, Nonprofits, Insurance, Finance, Bookkeeping, Public Speaking, Financial Planning
Education
University of Alaska Anchorage 1991 — 1995
B.B.A. Finance
University of Alaska Anchorage 1988 — 1990
A.A. Arts
Brandon Apsell's Edward Jones Experience June 2012 - Present
Job Financial Advisor at Edward Jones
Industry Facilities Services
Experience
Edward Jones June 2012 - Present
The Apsell Company LLC. February 2010 - March 2012
CIGNA Healthcare October 2006 - March 2009
New England Financial May 2005 - September 2007
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Term Life Insurance, Dentistry, Retirement, Underwriting, Healthcare, Strategic Financial..., Small Business, Sales, Account Management, Miller Heiman Sales...
Education
University of Arizona 1992 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Edward Jones June 2012 - Present
The Apsell Company LLC. February 2010 - March 2012
CIGNA Healthcare October 2006 - March 2009
New England Financial May 2005 - September 2007
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Term Life Insurance, Dentistry, Retirement, Underwriting, Healthcare, Strategic Financial..., Small Business, Sales, Account Management, Miller Heiman Sales...
Education
University of Arizona 1992 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Mike Prueter's Edward Jones Experience April 2006 - April 2007
Job Licensed Financial Specialist at Wachovia Bank
Industry Financial Services
Experience
Wachovia Bank July 2007 - Present
Edward Jones April 2006 - April 2007
Enterprise Rent-A-Car September 2001 - April 2006
The Walt Disney Company 1999 - 2001
Skills
Training, Marketing, Series 63, Customer Service, Series 7, Finance
Education
University of Arizona 1993 — 1997
Bachelor of Arts, Media Arts
Wachovia Bank July 2007 - Present
Edward Jones April 2006 - April 2007
Enterprise Rent-A-Car September 2001 - April 2006
The Walt Disney Company 1999 - 2001
Skills
Training, Marketing, Series 63, Customer Service, Series 7, Finance
Education
University of Arizona 1993 — 1997
Bachelor of Arts, Media Arts
Brendan Wood's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
LDL University Book Exchange LLC July 2008 - May 2012
The Valley Athletic Club, LLC. May 2005 - June 2008
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Portfolio Management, 401k, Long-term Care, Retirement, Life Insurance, Estate Planning, Disability Insurance, Insurance, Mutual Funds, Finance, Financial Planning
Education
University of Arizona 2000 — 2005
Economics, Economics
Edward Jones May 2012 - Present
LDL University Book Exchange LLC July 2008 - May 2012
The Valley Athletic Club, LLC. May 2005 - June 2008
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Portfolio Management, 401k, Long-term Care, Retirement, Life Insurance, Estate Planning, Disability Insurance, Insurance, Mutual Funds, Finance, Financial Planning
Education
University of Arizona 2000 — 2005
Economics, Economics
Mary Ann Schubmehl's Edward Jones Experience May 2011 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Sports
Experience
Edward Jones May 2011 - Present
Capital District Youth Soccer League June 1998 - April 2011
Skills
Office Administration, Mutual Funds, Calendars, Customer Service, Planning and...
Education
State University of New York at Albany
MBA, Marketing
Edward Jones May 2011 - Present
Capital District Youth Soccer League June 1998 - April 2011
Skills
Office Administration, Mutual Funds, Calendars, Customer Service, Planning and...
Education
State University of New York at Albany
MBA, Marketing
Christian Deykes's Edward Jones Experience August 2009 - May 2011
Job Registered Assciate
Industry Financial Services
Experience
Morgan Stanley December 2011 - Present
Edward Jones August 2009 - May 2011
Morgan Stanley Smith Barney May 2007 - June 2009
AlaskaUSA Federal Credit Union August 2005 - February 2007
Fred Meyer March 2003 - August 2005
Skills
Investment Management, Portfolio Management, Series 7, Finance, Strategy, Analysis, Economics, Financial Advisory, Investments, Customer Service, Mutual Funds, Retirement Planning
Education
University of Alaska Anchorage 2004 — 2009
BBA, Economics
University of Alaska Anchorage 2004 — 2008
BBA, Finance
Morgan Stanley December 2011 - Present
Edward Jones August 2009 - May 2011
Morgan Stanley Smith Barney May 2007 - June 2009
AlaskaUSA Federal Credit Union August 2005 - February 2007
Fred Meyer March 2003 - August 2005
Skills
Investment Management, Portfolio Management, Series 7, Finance, Strategy, Analysis, Economics, Financial Advisory, Investments, Customer Service, Mutual Funds, Retirement Planning
Education
University of Alaska Anchorage 2004 — 2009
BBA, Economics
University of Alaska Anchorage 2004 — 2008
BBA, Finance
Matthew Baum, CFA's Edward Jones Experience May 2008 - August 2008
Job Associate Equity Research at Morgan Stanley
Industry Research
Experience
L. Roy Papp & Associates November 2013 - March 2015
Office of the Comptroller of the Currency June 2009 - November 2013
Edward Jones May 2008 - August 2008
National Bank of Arizona October 2006 - April 2007
Support for International Change 2007 - 2007
Education
University of Arizona 2005 — 2009
Finance, Spanish Minor
L. Roy Papp & Associates November 2013 - March 2015
Office of the Comptroller of the Currency June 2009 - November 2013
Edward Jones May 2008 - August 2008
National Bank of Arizona October 2006 - April 2007
Support for International Change 2007 - 2007
Education
University of Arizona 2005 — 2009
Finance, Spanish Minor
Cj Calkins's Edward Jones Experience
Job Retirement Planning Consultant at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Investments, Customer Service, Business Development, Financial Analysis, Start-ups, Social Media, Microsoft Excel, Financial Modeling
Education
University of Arizona 2000 — 2004
Marketing
Edward Jones
Skills
Investments, Customer Service, Business Development, Financial Analysis, Start-ups, Social Media, Microsoft Excel, Financial Modeling
Education
University of Arizona 2000 — 2004
Marketing
Jeff Berlinsky, M.S.'s Edward Jones Experience 2009 - 2010
Job City Operation Manager
Industry Leisure, Travel & Tourism
Experience
Hertz March 2011 - Present
Kaplan University 2010 - 2011
Edward Jones 2009 - 2010
Gannett Co. Inc. 2008 - 2009
The Arizona Republic: Gannett 2004 - 2008
The Arizona Republic 2002 - 2004
Craig Columbus for Congress 2001 - 2002
Craig Columbus for Congress 2001 - 2002
Craig Columbus for Congress 2001 - 2002
Craig Columbus for Congress 2001 - 2002
Skills
Social Media, Team Building, Management, Strategy, Advertising, Marketing, Online Advertising, New Business Development, Budgets, Training, Program Management, Entrepreneurship, Sales, Leadership Development, B2B, Sales Operations, Negotiation, Cross-functional Team..., Time Management, Forecasting, P&L Management, Leadership, Teamwork, Customer Service, Account Management, Strategic Planning, Public Speaking, Sales Management, Marketing Strategy, Social Media Marketing, Digital Media
Education
Kaplan University 2010 — 2013
MSCJ, Homeland Security, 4.0
University of Arizona 1993 — 1997
BS, Public Administration
Hertz March 2011 - Present
Kaplan University 2010 - 2011
Edward Jones 2009 - 2010
Gannett Co. Inc. 2008 - 2009
The Arizona Republic: Gannett 2004 - 2008
The Arizona Republic 2002 - 2004
Craig Columbus for Congress 2001 - 2002
Craig Columbus for Congress 2001 - 2002
Craig Columbus for Congress 2001 - 2002
Craig Columbus for Congress 2001 - 2002
Skills
Social Media, Team Building, Management, Strategy, Advertising, Marketing, Online Advertising, New Business Development, Budgets, Training, Program Management, Entrepreneurship, Sales, Leadership Development, B2B, Sales Operations, Negotiation, Cross-functional Team..., Time Management, Forecasting, P&L Management, Leadership, Teamwork, Customer Service, Account Management, Strategic Planning, Public Speaking, Sales Management, Marketing Strategy, Social Media Marketing, Digital Media
Education
Kaplan University 2010 — 2013
MSCJ, Homeland Security, 4.0
University of Arizona 1993 — 1997
BS, Public Administration
Donald Shields's Edward Jones Experience April 2012 - August 2015
Job Insurance Specialist
Industry Financial Services
Experience
Vanguard August 2015 - Present
Edward Jones April 2012 - August 2015
AIG Retirement Services June 2008 - May 2010
Charles Schwab June 2006 - February 2008
Charles Schwab January 2000 - June 2006
Charles Schwab December 1998 - January 2000
Charles Schwab November 1997 - December 1998
Wells Fargo October 1994 - November 1997
ConAgra Foods May 1990 - December 1993
Education
University of Arizona 2010 — 2011
Masters, Environmental Science
University of Arizona 1989 — 1994
Bachelor of Science, Agricultural and Natural Resource Economics
Gilbert High School
Vanguard August 2015 - Present
Edward Jones April 2012 - August 2015
AIG Retirement Services June 2008 - May 2010
Charles Schwab June 2006 - February 2008
Charles Schwab January 2000 - June 2006
Charles Schwab December 1998 - January 2000
Charles Schwab November 1997 - December 1998
Wells Fargo October 1994 - November 1997
ConAgra Foods May 1990 - December 1993
Education
University of Arizona 2010 — 2011
Masters, Environmental Science
University of Arizona 1989 — 1994
Bachelor of Science, Agricultural and Natural Resource Economics
Gilbert High School
Jerry Look's Edward Jones Experience September 1987 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1987 - Present
Skills
Retirement Planning, Retirment, 401k Rollovers, Portfolio and..., Common Stocks, Bonds, Mutual Funds, 529 Plans, Insurance, Variable Annuities, Fixed Annuities, Traditional IRA, Roth IRA, Estate Considerations
Education
University of Arizona
BS, chemistry/biology
Edward Jones September 1987 - Present
Skills
Retirement Planning, Retirment, 401k Rollovers, Portfolio and..., Common Stocks, Bonds, Mutual Funds, 529 Plans, Insurance, Variable Annuities, Fixed Annuities, Traditional IRA, Roth IRA, Estate Considerations
Education
University of Arizona
BS, chemistry/biology
Brian Rapoport's Edward Jones Experience January 2012 - Present
Job Analyst, Product Review, Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Edward Jones June 2011 - August 2011
Edward Jones June 2010 - August 2010
Education
University of Arizona, Eller College of Management 2008 — 2011
B.S. Business Administration, Finance, 4.0 Cumulative GPA
Edward Jones January 2012 - Present
Edward Jones June 2011 - August 2011
Edward Jones June 2010 - August 2010
Education
University of Arizona, Eller College of Management 2008 — 2011
B.S. Business Administration, Finance, 4.0 Cumulative GPA
Angela Mixon's Edward Jones Experience March 2011 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2011 - Present
Colonial Bank December 1986 - June 2010
Skills
Mutual Funds
Education
University of Alabama at Birmingham 1987 — 1992
Finance
Edward Jones March 2011 - Present
Colonial Bank December 1986 - June 2010
Skills
Mutual Funds
Education
University of Alabama at Birmingham 1987 — 1992
Finance
Jerry Look's Edward Jones Experience 1987 - Present
Job Financial Advisor at Edward Jones
Industry
Experience
Edward Jones 1987 - Present
Skills
Estate Planning, Retirement Income, Retirement Planning
Education
University of Arizona 1972 — 1976
BS, Chemistry and Biology
Edward Jones 1987 - Present
Skills
Estate Planning, Retirement Income, Retirement Planning
Education
University of Arizona 1972 — 1976
BS, Chemistry and Biology
Robert (Bob) Carris's Edward Jones Experience April 1993 - July 1997
Job Registered Representativel at LPL Financial
Industry Financial Services
Experience
LPL FINANCIAL July 1997 - Present
Edward Jones April 1993 - July 1997
Education
University of Michigan 1969 — 1971
Masters of Hospital Administration, Hospital & Business Administration
State University of New York at Buffalo 1965 — 1969
Bachelor of Science (BS), Business Administration and Industrial Relations
LPL FINANCIAL July 1997 - Present
Edward Jones April 1993 - July 1997
Education
University of Michigan 1969 — 1971
Masters of Hospital Administration, Hospital & Business Administration
State University of New York at Buffalo 1965 — 1969
Bachelor of Science (BS), Business Administration and Industrial Relations
Becca Hixon's Edward Jones Experience Loan SecretaryFirst Southern State BankSeptember 2004 - October 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Loan SecretaryFirst Southern State BankSeptember 2004 - October 2009
Education
University of Alabama 2007 — 2009
Human Enviornmental Sciences, Family Financial Planning and Counseling
Edward Jones Loan SecretaryFirst Southern State BankSeptember 2004 - October 2009
Education
University of Alabama 2007 — 2009
Human Enviornmental Sciences, Family Financial Planning and Counseling
Denise Burnor Kellner's Edward Jones Experience February 2014 - June 2014
Job KeyBank
Industry Financial Services
Experience
KeyBank August 2015 - Present
Fairfield Community Center January 2011 - Present
Yankee Farm Credit June 2014 - July 2015
Edward Jones February 2014 - June 2014
Citizens Bank November 2007 - November 2013
Rural Cellular Corporation March 1997 - November 2007
CRMI November 2000 - November 2002
Skills
Consumer Lending, Small Business Lending, Branch Management, Retail Banking, Banking, Lines Of Credit, Branch Banking, Customer Experience, Sales, Change Management, Development Of Employees, Customer Retention, Customer Satisfaction, Loans, Credit, Employee Training, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, KYC, Deposits, Financial Institutions, Operational Risk..., Microsoft Office
Education
SUNY Albany 1984 — 1986
Northville Central 1980 — 1984
KeyBank August 2015 - Present
Fairfield Community Center January 2011 - Present
Yankee Farm Credit June 2014 - July 2015
Edward Jones February 2014 - June 2014
Citizens Bank November 2007 - November 2013
Rural Cellular Corporation March 1997 - November 2007
CRMI November 2000 - November 2002
Skills
Consumer Lending, Small Business Lending, Branch Management, Retail Banking, Banking, Lines Of Credit, Branch Banking, Customer Experience, Sales, Change Management, Development Of Employees, Customer Retention, Customer Satisfaction, Loans, Credit, Employee Training, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, KYC, Deposits, Financial Institutions, Operational Risk..., Microsoft Office
Education
SUNY Albany 1984 — 1986
Northville Central 1980 — 1984
Ian Durnan's Edward Jones Experience April 2013 - February 2014
Job New Accounts Concierge at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
AssetMark February 2014 - June 2014
Edward Jones April 2013 - February 2014
Edward Jones December 2011 - March 2013
Edward Jones November 2010 - July 2011
Edward Jones April 2008 - October 2010
Edward Jones April 2007 - April 2008
Edward Jones January 2007 - April 2007
Xentel Inc. August 2006 - October 2006
Edward Jones May 2005 - September 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Mutual Funds, CRM, Management, Finance, Marketing, Budgets, Banking, Strategy, Training, Access, Microsoft Excel
Education
University of Arizona, Eller College of Management 2002 — 2006
Business Administration, Marketing Major, Political Science Minor
Merrill Lynch August 2014 - Present
AssetMark February 2014 - June 2014
Edward Jones April 2013 - February 2014
Edward Jones December 2011 - March 2013
Edward Jones November 2010 - July 2011
Edward Jones April 2008 - October 2010
Edward Jones April 2007 - April 2008
Edward Jones January 2007 - April 2007
Xentel Inc. August 2006 - October 2006
Edward Jones May 2005 - September 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Mutual Funds, CRM, Management, Finance, Marketing, Budgets, Banking, Strategy, Training, Access, Microsoft Excel
Education
University of Arizona, Eller College of Management 2002 — 2006
Business Administration, Marketing Major, Political Science Minor
Dominick Ferrara's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones
Industry Real Estate
Experience
Edward Jones July 2012 - Present
LGI Homes October 2011 - June 2012
Chili's Bar and Grill February 2001 - June 2009
Skills
Customer Satisfaction, Sales, Management, Microsoft Office, Leadership, Project Management, Restaurants, Construction Management, Customer Service, Budgets, Finance, Microsoft Excel, Training, Microsoft Word, Retail, Outlook, Time Management
Education
University of Alabama 1995 — 2009
Corporate Finance, Finance, Economics, Engineering, Computer Science
Edward Jones July 2012 - Present
LGI Homes October 2011 - June 2012
Chili's Bar and Grill February 2001 - June 2009
Skills
Customer Satisfaction, Sales, Management, Microsoft Office, Leadership, Project Management, Restaurants, Construction Management, Customer Service, Budgets, Finance, Microsoft Excel, Training, Microsoft Word, Retail, Outlook, Time Management
Education
University of Alabama 1995 — 2009
Corporate Finance, Finance, Economics, Engineering, Computer Science
Jeri Naffky's Edward Jones Experience September 2011 - Present
Job Business Office Coordinator at Edward Jones
Industry Medical Practice
Experience
Edward Jones September 2011 - Present
Doctors Making House Calls January 2010 - September 2011
Life Technologies 2006 - 2009
Skills
Outlook, Administrative..., Customer Service, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Training
Education
State University of New York at Buffalo
BS, Business
Edward Jones September 2011 - Present
Doctors Making House Calls January 2010 - September 2011
Life Technologies 2006 - 2009
Skills
Outlook, Administrative..., Customer Service, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Training
Education
State University of New York at Buffalo
BS, Business
Chris Sislo's Edward Jones Experience January 2013 - August 2015
Job HHM Wealth Advisors
Industry Higher Education
Experience
HHM Wealth Advisors, LLC August 2015 - Present
Edward Jones January 2013 - August 2015
Northern Alaska Tour Co April 2011 - August 2012
University of Alaska Fairbanks August 2010 - August 2012
Skills
Public Speaking, Event Planning, Customer Service, Research, Teaching, Coaching, Marketing, Community Outreach, New Business Development, Wealth Management...
Education
University of Alaska Fairbanks 2010 — 2012
Master of Business Administration (M.B.A.) - Capital Markets focus
University of Wisconsin-Superior 2003 — 2007
1) Business Administration - Finance Concentration 2) Economics
HHM Wealth Advisors, LLC August 2015 - Present
Edward Jones January 2013 - August 2015
Northern Alaska Tour Co April 2011 - August 2012
University of Alaska Fairbanks August 2010 - August 2012
Skills
Public Speaking, Event Planning, Customer Service, Research, Teaching, Coaching, Marketing, Community Outreach, New Business Development, Wealth Management...
Education
University of Alaska Fairbanks 2010 — 2012
Master of Business Administration (M.B.A.) - Capital Markets focus
University of Wisconsin-Superior 2003 — 2007
1) Business Administration - Finance Concentration 2) Economics
David Matl's Edward Jones Experience March 2014 - November 2014
Job Branch Manager | Financial Advisor | Business Banker
Industry Banking
Experience
Edward Jones March 2014 - November 2014
Western Federal Credit Union February 2013 - September 2013
CommerceWest Bank October 2010 - December 2012
OneWest Bank/La Jolla Bank October 2006 - November 2010
Bank of America November 2005 - October 2006
Wells Fargo February 2004 - October 2005
Wells Fargo January 1992 - February 2004
Education
University of Arizona 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Edward Jones March 2014 - November 2014
Western Federal Credit Union February 2013 - September 2013
CommerceWest Bank October 2010 - December 2012
OneWest Bank/La Jolla Bank October 2006 - November 2010
Bank of America November 2005 - October 2006
Wells Fargo February 2004 - October 2005
Wells Fargo January 1992 - February 2004
Education
University of Arizona 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nick Skorupski's Edward Jones Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Stateside & Overseas Baes June 1980 - July 2010
United States Air Force 1980 - 2010
Education
State University of New York at Albany 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General, 3.5
Edward Jones July 2010 - Present
Stateside & Overseas Baes June 1980 - July 2010
United States Air Force 1980 - 2010
Education
State University of New York at Albany 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General, 3.5
Janelle Collins's Edward Jones Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones 2008 - 2012
Education
University of Arizona
Bachelor's Degree, Business Administration and Management, General
Edward Jones 2008 - 2012
Education
University of Arizona
Bachelor's Degree, Business Administration and Management, General
Norm Stafford's Edward Jones Experience April 2014 - Present
Job Retired Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Kustom Signals, Inc. August 1989 - June 1991
Resource Dynamics July 1986 - August 1989
Diversified Data Systems August 1977 - July 1986
Skills
Personal Financial..., Vegetable Gardening, Fly Fishing, Scottie dog training, Microsoft Office, Finance
Education
Webster University 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Maryland College Park 1963 — 1971
University of Arizona 1962 — 1963
Electrical and Electronics Engineering
Winchester High
Winchester High
Edward Jones April 2014 - Present
Kustom Signals, Inc. August 1989 - June 1991
Resource Dynamics July 1986 - August 1989
Diversified Data Systems August 1977 - July 1986
Skills
Personal Financial..., Vegetable Gardening, Fly Fishing, Scottie dog training, Microsoft Office, Finance
Education
Webster University 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Maryland College Park 1963 — 1971
University of Arizona 1962 — 1963
Electrical and Electronics Engineering
Winchester High
Winchester High
Clay Horan's Edward Jones Experience January 2003 - December 2010
Job Financial Advisor at PPA Financial LLC
Industry Financial Services
Experience
PPA Financial LLC December 2010 - Present
Edward Jones January 2003 - December 2010
Lockheed Martin September 2001 - September 2002
Eagle Support Services Corporation September 2000 - September 2001
Bowden Industries September 1997 - September 2000
SEA-TAC September 1994 - September 1997
Marshall Space Flight Center January 1985 - September 1994
Education
University of Alabama in Huntsville 1991 — 1993
Master of Science (MS), Engineering
University of Alabama in Huntsville 1988 — 1990
Bachelor of Science (BS), Civil Engineering
University of Mississippi 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
PPA Financial LLC December 2010 - Present
Edward Jones January 2003 - December 2010
Lockheed Martin September 2001 - September 2002
Eagle Support Services Corporation September 2000 - September 2001
Bowden Industries September 1997 - September 2000
SEA-TAC September 1994 - September 1997
Marshall Space Flight Center January 1985 - September 1994
Education
University of Alabama in Huntsville 1991 — 1993
Master of Science (MS), Engineering
University of Alabama in Huntsville 1988 — 1990
Bachelor of Science (BS), Civil Engineering
University of Mississippi 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Matthew Boltz, CFA's Edward Jones Experience
Job Team Leader Municipal Bond Department at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Leadership, Financial Analysis, Finance, Investments
Education
University of Arizona 2003 — 2007
B.S., Finance and Entrepreneurship
Edward Jones
Skills
Leadership, Financial Analysis, Finance, Investments
Education
University of Arizona 2003 — 2007
B.S., Finance and Entrepreneurship
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation