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
Jenica McClure Jenica McClure's Edward Jones Experience May 2014 - Present
Job Business Development Coach
Industry Financial Services
Experience
Edward Jones May 2014 - Present
RJL Wealth Management, LLC May 2012 - May 2014
Lucia Securities, LLC May 2012 - May 2014
Edward Jones November 2006 - February 2012
Edward Jones April 2003 - July 2006
Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Investments, Public Speaking, Leadership, Customer Service, Event Planning
Education
University of California, Riverside 2002 — 2006
B.A., Political Science/ Administrative Studies
Edward Jones May 2014 - Present
RJL Wealth Management, LLC May 2012 - May 2014
Lucia Securities, LLC May 2012 - May 2014
Edward Jones November 2006 - February 2012
Edward Jones April 2003 - July 2006
Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Investments, Public Speaking, Leadership, Customer Service, Event Planning
Education
University of California, Riverside 2002 — 2006
B.A., Political Science/ Administrative Studies
Christopher Pelch Christopher Pelch's Edward Jones Experience August 2012 - February 2013
Job Financial Consultant Vance Wealth Group
Industry Financial Services
Experience
Vance Wealth Group May 2013 - Present
Edward Jones August 2012 - February 2013
Teach For America June 2010 - June 2012
Phi Kappa Psi Fraternity January 2009 - December 2009
Western Asset Management June 2009 - September 2009
Education
University of Missouri - St. Louis 2010 — 2012
Master's degree, Secondary Education and Teaching
University of California, Irvine 2007 — 2010
Honors; School, Political Science; Political Science; Political Science; Social Sciences
Loyola High School
Vance Wealth Group May 2013 - Present
Edward Jones August 2012 - February 2013
Teach For America June 2010 - June 2012
Phi Kappa Psi Fraternity January 2009 - December 2009
Western Asset Management June 2009 - September 2009
Education
University of Missouri - St. Louis 2010 — 2012
Master's degree, Secondary Education and Teaching
University of California, Irvine 2007 — 2010
Honors; School, Political Science; Political Science; Political Science; Social Sciences
Loyola High School
Ammara Iqbal Ammara Iqbal's Edward Jones Experience September 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
CoastHills Federal Credit Union June 2014 - April 2015
Bank of America July 2013 - February 2014
Bank of America September 2012 - July 2013
Skills
Banking, Loans, Credit, Retail Banking, Customer Satisfaction, Credit Cards, Payments, Sales
Education
University of California, Merced 2011 — 2012
Bachelor's degree, Psychology
Edward Jones September 2015 - Present
CoastHills Federal Credit Union June 2014 - April 2015
Bank of America July 2013 - February 2014
Bank of America September 2012 - July 2013
Skills
Banking, Loans, Credit, Retail Banking, Customer Satisfaction, Credit Cards, Payments, Sales
Education
University of California, Merced 2011 — 2012
Bachelor's degree, Psychology
Michelle Ovadia Michelle Ovadia's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
JPMorgan Chase June 2010 - May 2014
Bank of America May 2007 - June 2010
EquiFirst May 2006 - April 2007
Excel/ACN June 2002 - May 2006
Skills
Training, Customer Satisfaction, Finance, Customer Service, Banking, Credit, Coaching, Leadership, Sales, Interviews, Insurance, Investing, Retirement Planning, Business planning, College Savings Plans, Long Term Care Insurance, Life Insurance, Budgeting, Credit Analysis, Investments, Management, Refinance, Loan Origination, Residential Mortgages
Education
University of California, Davis 2000 — 2004
Bachelor's degree, Psychology, Music, and Theatre
Edward Jones May 2014 - Present
JPMorgan Chase June 2010 - May 2014
Bank of America May 2007 - June 2010
EquiFirst May 2006 - April 2007
Excel/ACN June 2002 - May 2006
Skills
Training, Customer Satisfaction, Finance, Customer Service, Banking, Credit, Coaching, Leadership, Sales, Interviews, Insurance, Investing, Retirement Planning, Business planning, College Savings Plans, Long Term Care Insurance, Life Insurance, Budgeting, Credit Analysis, Investments, Management, Refinance, Loan Origination, Residential Mortgages
Education
University of California, Davis 2000 — 2004
Bachelor's degree, Psychology, Music, and Theatre
Emily Gonzalez's Edward Jones Experience June 2011 - August 2011
Job Media Coordinator/ Campaign Manager at MMGY Global
Industry Marketing and Advertising
Experience
MMGY Global April 2014 - Present
Evok Advertising December 2013 - April 2014
Moe's Southwest Grill August 2009 - April 2014
Early Learning Coalition of Orange County May 2013 - July 2013
Edward Jones June 2011 - August 2011
Marble Slab Creamery October 2008 - July 2009
Skills
Time Management, Social Media, Public Speaking, Customer Service, Leadership, Teamwork, Highly detail oriented, Microsoft Office, Learning Quickly, Direct Mail, Event Planning, Sales Prospecting, Sales, Press Releases, Newsletters, Advertising, Social Networking, Facebook, Twitter, Media Planning, Reporting & Analysis, Digital Media, Campaign Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Marketing
MMGY Global April 2014 - Present
Evok Advertising December 2013 - April 2014
Moe's Southwest Grill August 2009 - April 2014
Early Learning Coalition of Orange County May 2013 - July 2013
Edward Jones June 2011 - August 2011
Marble Slab Creamery October 2008 - July 2009
Skills
Time Management, Social Media, Public Speaking, Customer Service, Leadership, Teamwork, Highly detail oriented, Microsoft Office, Learning Quickly, Direct Mail, Event Planning, Sales Prospecting, Sales, Press Releases, Newsletters, Advertising, Social Networking, Facebook, Twitter, Media Planning, Reporting & Analysis, Digital Media, Campaign Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Marketing
Deana Jaitt Levine Deana Jaitt Levine's Edward Jones Experience 2002 - 2007
Job Operations Management Professional
Industry Consumer Services
Experience
GM Financial August 2015 - Present
Wells Fargo September 2013 - August 2015
Georgia Department of Driver Services 2012 - 2013
Sixes Tavern 2010 - 2013
Cherokee County Board of Education August 2007 - 2012
Edward Jones 2002 - 2007
First North American National Bank 1998 - 2002
Kmart Corporation 1992 - 1998
Skills
Operations Management, Financial Analysis &..., Office Management, Schedule Management, Team Building &..., Regulatory Compliance, Activities Director, Restaurant Management, Human Resources..., Training & Development, Inventory Management, Customer Service, Customer-focused Service, Risk Management, Oral & Written..., Time Management, Team Leadership, Leadership, Team Building
Education
OXNARD HIGH SCHOOL 1989 — 1991
Diploma, General education
University of California, Los Angeles
GENERAL CORE EDUCATION, GENERAL CORE EDUCATION
GM Financial August 2015 - Present
Wells Fargo September 2013 - August 2015
Georgia Department of Driver Services 2012 - 2013
Sixes Tavern 2010 - 2013
Cherokee County Board of Education August 2007 - 2012
Edward Jones 2002 - 2007
First North American National Bank 1998 - 2002
Kmart Corporation 1992 - 1998
Skills
Operations Management, Financial Analysis &..., Office Management, Schedule Management, Team Building &..., Regulatory Compliance, Activities Director, Restaurant Management, Human Resources..., Training & Development, Inventory Management, Customer Service, Customer-focused Service, Risk Management, Oral & Written..., Time Management, Team Leadership, Leadership, Team Building
Education
OXNARD HIGH SCHOOL 1989 — 1991
Diploma, General education
University of California, Los Angeles
GENERAL CORE EDUCATION, GENERAL CORE EDUCATION
Holly Porter Holly Porter's Edward Jones Experience May 2006 - July 2013
Job Project Coordinator at Davies
Industry Public Relations and Communications
Experience
Davies July 2013 - Present
Edward Jones May 2006 - July 2013
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Linguistics
Davies July 2013 - Present
Edward Jones May 2006 - July 2013
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Linguistics
Charlie Skinner's Edward Jones Experience 2002 - 2005
Job GenWealth Financial Advisors
Industry Financial Services
Experience
GenWealth Financial Advisors May 2015 - Present
Arvest Bank December 2012 - Present
Prosperity Bank November 2009 - October 2012
Simmons First National Bank September 2006 - December 2009
Chambers Bank February 2005 - March 2006
Edward Jones 2002 - 2005
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Budgets, Business Development, Sales, Strategic Planning, Customer Service, Financial Modeling, Banking, Loans, Leadership, Account Management, Business Analysis, Microsoft Word, Outlook, Cash Management, Finance, Credit, Accounting, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Financial Reporting, Risk Management, Portfolio Management, Consumer Lending, Corporate Finance, Analysis, Management, Insurance, Strategic Financial..., Access, Financial Accounting, Negotiation, Auditing, Customer Satisfaction, Retail, Training, Loan Origination, Lines Of Credit, Credit Risk, Teller Operations, Coaching, Relationship Management, Data Analysis, Managerial Finance, Sarbanes-Oxley Act, Cash Flow
Education
University of Arkansas at Fayetteville 2004 — 2009
Bachelors of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
Arkansas Bankers Association
Dale Carnagie
GenWealth Financial Advisors May 2015 - Present
Arvest Bank December 2012 - Present
Prosperity Bank November 2009 - October 2012
Simmons First National Bank September 2006 - December 2009
Chambers Bank February 2005 - March 2006
Edward Jones 2002 - 2005
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Budgets, Business Development, Sales, Strategic Planning, Customer Service, Financial Modeling, Banking, Loans, Leadership, Account Management, Business Analysis, Microsoft Word, Outlook, Cash Management, Finance, Credit, Accounting, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Financial Reporting, Risk Management, Portfolio Management, Consumer Lending, Corporate Finance, Analysis, Management, Insurance, Strategic Financial..., Access, Financial Accounting, Negotiation, Auditing, Customer Satisfaction, Retail, Training, Loan Origination, Lines Of Credit, Credit Risk, Teller Operations, Coaching, Relationship Management, Data Analysis, Managerial Finance, Sarbanes-Oxley Act, Cash Flow
Education
University of Arkansas at Fayetteville 2004 — 2009
Bachelors of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
Arkansas Bankers Association
Dale Carnagie
Jyothi Doughman Jyothi Doughman's Edward Jones Experience 2009 - Present
Job Meeting Planner and Event Stylist
Industry Events Services
Experience
Jyothi Doughman January 2012 - Present
Edward Jones 2009 - Present
Meeting Professionals International 2013 - 2013
Surf Diva 2007 - 2010
La Jolla Playhouse 2006 - 2009
The Green Room Surf Shop 2006 - 2009
San Diego Repertory Theatre 2005 - 2007
Skills
Events Coordination, Professional..., Meeting Planning, Design Consulting, Project Management, Customer Service, Customer Oriented, Retirement Planning, Team Facilitation, Budgets, Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Leadership Development, Marketing
Education
UC San Diego 2001 — 2004
Bachelor of Arts (BA) 2004 Cum Laude, Theatre arts, costume design
San Diego State University-California State University 2012 — 2013
Certificate in Meeting and Event Planning, Hospitality
Jyothi Doughman January 2012 - Present
Edward Jones 2009 - Present
Meeting Professionals International 2013 - 2013
Surf Diva 2007 - 2010
La Jolla Playhouse 2006 - 2009
The Green Room Surf Shop 2006 - 2009
San Diego Repertory Theatre 2005 - 2007
Skills
Events Coordination, Professional..., Meeting Planning, Design Consulting, Project Management, Customer Service, Customer Oriented, Retirement Planning, Team Facilitation, Budgets, Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Leadership Development, Marketing
Education
UC San Diego 2001 — 2004
Bachelor of Arts (BA) 2004 Cum Laude, Theatre arts, costume design
San Diego State University-California State University 2012 — 2013
Certificate in Meeting and Event Planning, Hospitality
Sharon DeMarte's Edward Jones Experience July 2008 - Present
Job Branch Office Administrator with Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - Present
ChaseHealthAdvance January 2012 - August 2012
STATE OF FLORIDA - DIVISION OF WORKERS' COMPENSATION January 2011 - June 2011
ARKANSAS DEPARTMENT OF LABOR September 1990 - May 2006
JC Bradford December 1989 - June 1990
COLLINS AND ASSOCIATES September 1983 - July 1984
STEPHENS, INC December 1982 - September 1983
Skills
Financial Statements, Customer Satisfaction, RMDS, Administrative..., Appointment Scheduling, Problem Solving, Proactive self-starter, Reliable, Time Management, Sales, Management, Accounting, Strategic Planning
Education
University of Central Arkansas 1976 — 1979
SHERIDAN HIGH SCHOOL 1973 — 1976
Edward Jones July 2008 - Present
ChaseHealthAdvance January 2012 - August 2012
STATE OF FLORIDA - DIVISION OF WORKERS' COMPENSATION January 2011 - June 2011
ARKANSAS DEPARTMENT OF LABOR September 1990 - May 2006
JC Bradford December 1989 - June 1990
COLLINS AND ASSOCIATES September 1983 - July 1984
STEPHENS, INC December 1982 - September 1983
Skills
Financial Statements, Customer Satisfaction, RMDS, Administrative..., Appointment Scheduling, Problem Solving, Proactive self-starter, Reliable, Time Management, Sales, Management, Accounting, Strategic Planning
Education
University of Central Arkansas 1976 — 1979
SHERIDAN HIGH SCHOOL 1973 — 1976
J. Brent Kesner J. Brent Kesner's Edward Jones Experience April 2003 - September 2010
Job President, Crescent Capital Management, LLC
Industry Investment Management
Experience
Crescent Capital Management, LLC September 2010 - Present
Edward Jones April 2003 - September 2010
Morgan Stanley October 1998 - April 2003
Merchants National/Deposit Guaranty Investment Co. August 1994 - October 1998
Education
University of Central Arkansas
Marketing/Marketing Management, General
Crescent Capital Management, LLC September 2010 - Present
Edward Jones April 2003 - September 2010
Morgan Stanley October 1998 - April 2003
Merchants National/Deposit Guaranty Investment Co. August 1994 - October 1998
Education
University of Central Arkansas
Marketing/Marketing Management, General
Peter Marlin's Edward Jones Experience September 1996 - February 2003
Job I'm friendlier than I look.
Industry Financial Services
Experience
peter marlin photography December 2010 - Present
Dun and Bradstreet Canada 2012 - December 2014
Dundee Wealth March 2003 - March 2009
Edward Jones September 1996 - February 2003
Skills
Retirement Planning, Retirement, Wealth Management, Annuities, Financial Planning, Strategic Financial..., Fixed Annuities, Event Photography, Investments, Strategic Planning, Portrait Photography, Investment Advisory, Financial Services, Finance, Financial Advisory, Mutual Funds, Portfolio Management
Education
The University of Calgary 1988 — 1992
BPE, Physical Education
Lord Beaverbrook
peter marlin photography December 2010 - Present
Dun and Bradstreet Canada 2012 - December 2014
Dundee Wealth March 2003 - March 2009
Edward Jones September 1996 - February 2003
Skills
Retirement Planning, Retirement, Wealth Management, Annuities, Financial Planning, Strategic Financial..., Fixed Annuities, Event Photography, Investments, Strategic Planning, Portrait Photography, Investment Advisory, Financial Services, Finance, Financial Advisory, Mutual Funds, Portfolio Management
Education
The University of Calgary 1988 — 1992
BPE, Physical Education
Lord Beaverbrook
Alan Pederson Alan Pederson's Edward Jones Experience 2004 - 2005
Job Regional Supervision Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group 2014 - Present
CDW 2013 - 2014
Schwab Advisor Services 2005 - 2013
Edward Jones 2004 - 2005
Charles Schwab 1999 - 2004
Charles Schwab 1995 - 1999
Skills
Trading, Mutual Funds, Networking, Technical Analysis, Relationship Management, Information Technology, Series 7, Series 8, Series 55, Series 63, Risk Analysis, Equity Trading, Investments, Electronic Trading, Economics, Trading Strategies, Financial Risk, Stock Market Analysis, Technology, Software, Computer Hardware, LAN-WAN, IT Solutions, Supervision
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
AIG Advisor Group 2014 - Present
CDW 2013 - 2014
Schwab Advisor Services 2005 - 2013
Edward Jones 2004 - 2005
Charles Schwab 1999 - 2004
Charles Schwab 1995 - 1999
Skills
Trading, Mutual Funds, Networking, Technical Analysis, Relationship Management, Information Technology, Series 7, Series 8, Series 55, Series 63, Risk Analysis, Equity Trading, Investments, Electronic Trading, Economics, Trading Strategies, Financial Risk, Stock Market Analysis, Technology, Software, Computer Hardware, LAN-WAN, IT Solutions, Supervision
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Devin Garrett's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Maderas Golf Club August 2012 - December 2013
Athletics & Leadership September 2010 - December 2013
Qualcomm June 2013 - September 2013
Merrill Lynch Wealth Management July 2012 - September 2012
Skills
Economics, Teamwork, Time Management, Outstanding Work Ethic, Detail-Oriented, Result-Oriented, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of California, San Diego 2010 — 2014
Bachelorâs Degree, Economics
westview high school
westview high school
Edward Jones February 2015 - Present
Maderas Golf Club August 2012 - December 2013
Athletics & Leadership September 2010 - December 2013
Qualcomm June 2013 - September 2013
Merrill Lynch Wealth Management July 2012 - September 2012
Skills
Economics, Teamwork, Time Management, Outstanding Work Ethic, Detail-Oriented, Result-Oriented, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of California, San Diego 2010 — 2014
Bachelorâs Degree, Economics
westview high school
westview high school
Ashley (Armbruster) Leightner Ashley (Armbruster) Leightner's Edward Jones Experience April 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Enterprise Rent-A-Car August 2005 - August 2011
Enterprise Rent-A-Car August 2001 - August 2005
Enterprise Rent-A-Car August 1998 - August 2001
Skills
Sales Operations, Leadership, Account Management, Sales, Microsoft Excel, Management, Customer Satisfaction, PowerPoint, Team Building, Marketing, New Business Development, Business Development, Training, Profit, Competitive Analysis, Strategic Partnerships, Budgets, Cold Calling, Microsoft Office 2007, Time Management, Sales Management, Managerial Finance, Pricing, Excel, P
Education
University of California, Santa Barbara 1989 — 1993
Bachelor of Arts, Law and Society
Edward Jones April 2012 - Present
Enterprise Rent-A-Car August 2005 - August 2011
Enterprise Rent-A-Car August 2001 - August 2005
Enterprise Rent-A-Car August 1998 - August 2001
Skills
Sales Operations, Leadership, Account Management, Sales, Microsoft Excel, Management, Customer Satisfaction, PowerPoint, Team Building, Marketing, New Business Development, Business Development, Training, Profit, Competitive Analysis, Strategic Partnerships, Budgets, Cold Calling, Microsoft Office 2007, Time Management, Sales Management, Managerial Finance, Pricing, Excel, P
Education
University of California, Santa Barbara 1989 — 1993
Bachelor of Arts, Law and Society
Jason Baucom's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
US Bank January 2003 - July 2013
Enterprise Rent-A-Car March 2001 - December 2002
Skills
Sales Management, Direct Sales, Team Leadership, Employee Engagement, Critical Thinking, Strategic Financial..., Finance, Leadership, Customer Service, Investments, Marketing, Public Speaking, Management, Microsoft Office, Sales, Negotiation, Strategic Planning, Microsoft Excel, Banking, Retirement, Series 7, Securities, Portfolio Management
Education
University of California, San Diego 1995 — 2000
Bachelor of Arts (BA), Political Science
Edward Jones February 2014 - Present
US Bank January 2003 - July 2013
Enterprise Rent-A-Car March 2001 - December 2002
Skills
Sales Management, Direct Sales, Team Leadership, Employee Engagement, Critical Thinking, Strategic Financial..., Finance, Leadership, Customer Service, Investments, Marketing, Public Speaking, Management, Microsoft Office, Sales, Negotiation, Strategic Planning, Microsoft Excel, Banking, Retirement, Series 7, Securities, Portfolio Management
Education
University of California, San Diego 1995 — 2000
Bachelor of Arts (BA), Political Science
Garrett Tuck's Edward Jones Experience December 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2014 - Present
University of California, San Diego June 2014 - September 2014
Logitech June 2011 - August 2011
Skills
Teamwork, Great Work Ethic, Time Management, Communication, Finance, Economics, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Public Speaking
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, B.S. Management Science & Minor in Accounting
Edward Jones December 2014 - Present
University of California, San Diego June 2014 - September 2014
Logitech June 2011 - August 2011
Skills
Teamwork, Great Work Ethic, Time Management, Communication, Finance, Economics, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Public Speaking
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, B.S. Management Science & Minor in Accounting
Brian Padrick, CFP® Brian Padrick, CFP®'s Edward Jones Experience February 2003 - April 2012
Job Financial Advisor
Industry Financial Services
Experience
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones February 2003 - April 2012
Alcatel-Lucent (formerly Xylan) March 1995 - November 2002
Skills
Retirement Planning, Independent Financial..., Inheritance Tax Planning, Mutual Funds, Portfolio Management, Financial Advisory, Asset Allocation, Life Insurance, Long-term Care, REIT, Tax Free Income, Charitable Gift Planning, Stocks, Municipal Bonds, Alternative Investments, Certified Financial..., Wealth Management, Certificates of Deposit, Estate Planning
Education
University of California, Los Angeles 1990 — 1993
Psychology, Cum Laude
Oak Park High School 1984 — 1988
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones February 2003 - April 2012
Alcatel-Lucent (formerly Xylan) March 1995 - November 2002
Skills
Retirement Planning, Independent Financial..., Inheritance Tax Planning, Mutual Funds, Portfolio Management, Financial Advisory, Asset Allocation, Life Insurance, Long-term Care, REIT, Tax Free Income, Charitable Gift Planning, Stocks, Municipal Bonds, Alternative Investments, Certified Financial..., Wealth Management, Certificates of Deposit, Estate Planning
Education
University of California, Los Angeles 1990 — 1993
Psychology, Cum Laude
Oak Park High School 1984 — 1988
Jennifer Graves Jennifer Graves's Edward Jones Experience 2008 - December 2011
Job Merchandiser Alcohol, Dairy, Ice Cream
Industry Retail
Experience
7-Eleven May 2014 - Present
7-Eleven August 2012 - May 2014
JPMorgan Chase December 2011 - August 2012
Edward Jones 2008 - December 2011
MALEXCO LLC 2005 - 2008
Mallard Express LLC 2000 - 2005
7-Eleven 1990 - 1998
Skills
P&L, Financial Planning, Budgeting, Financial Analysis, Strategic Planning, Category Management, Category Analysis, Visual Merchandising, Contract Negotiation, Speaking Engagements, Client Relationship..., Team Management, Operations Management, Strategic Financial..., Income Statement, Customer Satisfaction, Analysis, Customer Service, Public Speaking, Merchandising, Budgets, Marketing Strategy, Marketing, Training, Team Building, Sales Operations, Vendor Management, Leadership, Forecasting, Finance, Pricing, Negotiation, Business Planning, P&L Management, Retail, Cross-functional Team..., Competitive Analysis, Inventory Management, Strategy, Sales, Team Leadership, Management, Communication Skills, Pricing Strategy, CRM
Education
University of California, Irvine 1985 — 1989
B.A., Economics
7-Eleven May 2014 - Present
7-Eleven August 2012 - May 2014
JPMorgan Chase December 2011 - August 2012
Edward Jones 2008 - December 2011
MALEXCO LLC 2005 - 2008
Mallard Express LLC 2000 - 2005
7-Eleven 1990 - 1998
Skills
P&L, Financial Planning, Budgeting, Financial Analysis, Strategic Planning, Category Management, Category Analysis, Visual Merchandising, Contract Negotiation, Speaking Engagements, Client Relationship..., Team Management, Operations Management, Strategic Financial..., Income Statement, Customer Satisfaction, Analysis, Customer Service, Public Speaking, Merchandising, Budgets, Marketing Strategy, Marketing, Training, Team Building, Sales Operations, Vendor Management, Leadership, Forecasting, Finance, Pricing, Negotiation, Business Planning, P&L Management, Retail, Cross-functional Team..., Competitive Analysis, Inventory Management, Strategy, Sales, Team Leadership, Management, Communication Skills, Pricing Strategy, CRM
Education
University of California, Irvine 1985 — 1989
B.A., Economics
Jason Braswell Jason Braswell's Edward Jones Experience April 2011 - Present
Job
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Acxiom May 2000 - April 2011
Education
University of Central Arkansas 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Edward Jones April 2011 - Present
Acxiom May 2000 - April 2011
Education
University of Central Arkansas 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Karen Sitterle Karen Sitterle's Edward Jones Experience May 2011 - September 2011
Job Human Resources Analyst at Black & Veatch
Industry Human Resources
Experience
Black & Veatch July 2015 - Present
Black & Veatch August 2013 - June 2015
Black & Veatch May 2012 - August 2013
OfficeTeam & Staffing KC November 2011 - April 2012
Edward Jones May 2011 - September 2011
Flexstaff Personnel Services November 2010 - April 2011
Thermo Fisher Scientific September 2008 - July 2010
Thermo Fisher Scientific December 2002 - September 2008
Paul Stultz, Public Accountant 2000 - 2002
Skills
Employee Relations, PeopleSoft, Recruitment/Retention, Office Administration, Outstanding Customer..., Data Entry, Continuous Improvement, New Employee Orientation, Benefits Administration, MS Office Suite, Tax Return Preparation, Payroll Processing, Oracle, Administrative Support, Union Environment, Non-union Environment, HRIS, Leave of Absence..., Employee Benefits, New Hire Orientations
Education
UCSB
Bachelor of Arts (B.A.), Economics
Saratoga High School
Black & Veatch July 2015 - Present
Black & Veatch August 2013 - June 2015
Black & Veatch May 2012 - August 2013
OfficeTeam & Staffing KC November 2011 - April 2012
Edward Jones May 2011 - September 2011
Flexstaff Personnel Services November 2010 - April 2011
Thermo Fisher Scientific September 2008 - July 2010
Thermo Fisher Scientific December 2002 - September 2008
Paul Stultz, Public Accountant 2000 - 2002
Skills
Employee Relations, PeopleSoft, Recruitment/Retention, Office Administration, Outstanding Customer..., Data Entry, Continuous Improvement, New Employee Orientation, Benefits Administration, MS Office Suite, Tax Return Preparation, Payroll Processing, Oracle, Administrative Support, Union Environment, Non-union Environment, HRIS, Leave of Absence..., Employee Benefits, New Hire Orientations
Education
UCSB
Bachelor of Arts (B.A.), Economics
Saratoga High School
Annie Dinh Annie Dinh's Edward Jones Experience September 2010 - March 2014
Job HR Generalist at UC Berkeley
Industry Human Resources
Experience
UC Berkeley July 2015 - Present
UC Berkeley July 2014 - July 2015
UC Berkeley March 2014 - July 2014
Alameda Health System September 2012 - March 2014
Edward Jones September 2010 - March 2014
Sylantro Restaurant December 2007 - August 2010
Skills
Recruiting, Payroll, Office Administration, Employee Training, Administration, Data Entry, Community Outreach, Microsoft Office, Customer Service, Sales Management, Confidentiality, Account Management, Customer Support, Accounts Payable, Financial Accounting, Business Development, Client Relations Skills, Employment Verifications, HRIS Database Management, Policy Analysis, Data Analysis, HR Policies, PeopleSoft, Oracle, University Relations
Education
University of California, Irvine 2002 — 2007
Bachelor of Arts (BA), Sociology
UC Berkeley July 2015 - Present
UC Berkeley July 2014 - July 2015
UC Berkeley March 2014 - July 2014
Alameda Health System September 2012 - March 2014
Edward Jones September 2010 - March 2014
Sylantro Restaurant December 2007 - August 2010
Skills
Recruiting, Payroll, Office Administration, Employee Training, Administration, Data Entry, Community Outreach, Microsoft Office, Customer Service, Sales Management, Confidentiality, Account Management, Customer Support, Accounts Payable, Financial Accounting, Business Development, Client Relations Skills, Employment Verifications, HRIS Database Management, Policy Analysis, Data Analysis, HR Policies, PeopleSoft, Oracle, University Relations
Education
University of California, Irvine 2002 — 2007
Bachelor of Arts (BA), Sociology
Nikki Edwards's Edward Jones Experience October 2010 - September 2012
Job Executive Assistant to CEO and EVP of Strategy at ARM
Industry Semiconductors
Experience
ARM December 2014 - Present
Flexera Software September 2013 - December 2014
PwC September 2012 - September 2013
Edward Jones October 2010 - September 2012
Edward Jones May 2008 - October 2010
Skills
Microsoft Excel, Microsoft Officer..., Customer Service, Outlook, Invoice Processing, Customer Experience, Event Management, Social Media, Data Entry, Time Management, Travel Arrangements, Calendaring, Lotus Notes, Visio, PowerPoint, Management, Salesforce.com, Leadership, Marketing, Training, Analysis, Administrative...
Education
University of California, Santa Cruz 2015 — 2016
Administrative and Executive Assistant Certificate
Webster University 2008 — 2010
Master of Business Administration (MBA)
William Woods University 2005 — 2007
Bachelor of Science (B.S.), Dual Concentration: Finance & Marketing
West Valley College 2003 — 2005
Associate of Arts (AA)
ARM December 2014 - Present
Flexera Software September 2013 - December 2014
PwC September 2012 - September 2013
Edward Jones October 2010 - September 2012
Edward Jones May 2008 - October 2010
Skills
Microsoft Excel, Microsoft Officer..., Customer Service, Outlook, Invoice Processing, Customer Experience, Event Management, Social Media, Data Entry, Time Management, Travel Arrangements, Calendaring, Lotus Notes, Visio, PowerPoint, Management, Salesforce.com, Leadership, Marketing, Training, Analysis, Administrative...
Education
University of California, Santa Cruz 2015 — 2016
Administrative and Executive Assistant Certificate
Webster University 2008 — 2010
Master of Business Administration (MBA)
William Woods University 2005 — 2007
Bachelor of Science (B.S.), Dual Concentration: Finance & Marketing
West Valley College 2003 — 2005
Associate of Arts (AA)
Claudia Ilcken Claudia Ilcken's Edward Jones Experience July 2007 - December 2008
Job Academic Advisor
Industry Education Management
Experience
Los Angeles Unified School District 2008 - Present
Edward Jones July 2007 - December 2008
Education
UCLA 2000 — 2002
Bachelor of Arts (B.A.), Psychology, 3.28
Los Angeles Unified School District 2008 - Present
Edward Jones July 2007 - December 2008
Education
UCLA 2000 — 2002
Bachelor of Arts (B.A.), Psychology, 3.28
Giuliana Monterroza Giuliana Monterroza's Edward Jones Experience October 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Wells Fargo Advisors December 2007 - 2010
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Insurance, Series 63, Investment Advisory, Financial Modeling, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, wealth preservation..., Estate Considerations
Education
University of California, Los Angeles 2004 — 2007
Bachelor, Political Science, Global Studies
Mira Costa Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Sociology
La Costa Canyon
La Costa Canyon
Edward Jones October 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Wells Fargo Advisors December 2007 - 2010
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Insurance, Series 63, Investment Advisory, Financial Modeling, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, wealth preservation..., Estate Considerations
Education
University of California, Los Angeles 2004 — 2007
Bachelor, Political Science, Global Studies
Mira Costa Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Sociology
La Costa Canyon
La Costa Canyon
Meredith McMenomy's Edward Jones Experience November 2012 - April 2013
Job Assistant to Controller at Cliffside Malibu
Industry Health, Wellness and Fitness
Experience
Cliffside Malibu January 2015 - Present
McMenomy & Richmond CPAs, LLP May 2009 - January 2015
Edward Jones November 2012 - April 2013
The National Archives March 2012 - December 2012
Provident Savings Bank December 2006 - May 2009
Nordstrom July 2005 - November 2005
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, QuickBooks, Lacerte, Customer Service, Bookkeeping, Cashiering, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, Internet, Mathematics, Social Networking, Organization, Problem Solving, Writing, Research, Sales, Multi Tasking, Retail Banking, Data Retention, Banking, Strategic Financial..., Credit, Critical Thinking, Access, Team Building, Economics, Customer Satisfaction
Education
University of California, Riverside 2010 — 2012
Bachelor of Arts (B.A.), Degrees in History and Women's Studies, 3.5
California State Polytechnic University 2006 — 2009
Finance, General
Upland High School
Cliffside Malibu January 2015 - Present
McMenomy & Richmond CPAs, LLP May 2009 - January 2015
Edward Jones November 2012 - April 2013
The National Archives March 2012 - December 2012
Provident Savings Bank December 2006 - May 2009
Nordstrom July 2005 - November 2005
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, QuickBooks, Lacerte, Customer Service, Bookkeeping, Cashiering, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, Internet, Mathematics, Social Networking, Organization, Problem Solving, Writing, Research, Sales, Multi Tasking, Retail Banking, Data Retention, Banking, Strategic Financial..., Credit, Critical Thinking, Access, Team Building, Economics, Customer Satisfaction
Education
University of California, Riverside 2010 — 2012
Bachelor of Arts (B.A.), Degrees in History and Women's Studies, 3.5
California State Polytechnic University 2006 — 2009
Finance, General
Upland High School
Luz Johnson Luz Johnson's Edward Jones Experience January 2007 - January 2010
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2010 - Present
Edward Jones January 2007 - January 2010
Golden 1 Credit Union 2004 - 2006
Skills
Insurance, Public Speaking, Excel, Spanish, Investments, Estate Planning, Strategic Planning, 401k Rollovers, IRAs, Financial Services, Marketing, Networking, Professional Women, Charitable Gift Planning
Education
William Jessup University 2006 — 2008
Bachelor's degree, Theology and Business
University of California, Davis 1994 — 1996
B.A. Ethnic Studies w emphasis on Latino Culture
LPL Financial January 2010 - Present
Edward Jones January 2007 - January 2010
Golden 1 Credit Union 2004 - 2006
Skills
Insurance, Public Speaking, Excel, Spanish, Investments, Estate Planning, Strategic Planning, 401k Rollovers, IRAs, Financial Services, Marketing, Networking, Professional Women, Charitable Gift Planning
Education
William Jessup University 2006 — 2008
Bachelor's degree, Theology and Business
University of California, Davis 1994 — 1996
B.A. Ethnic Studies w emphasis on Latino Culture
Tami Borland Tami Borland's Edward Jones Experience November 2008 - October 2009
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group 2011 - Present
Edward Jones November 2008 - October 2009
Nordstrom December 2004 - January 2008
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, College Funding..., Fixed Annuities, Variable Annuities, Investments, Disability Insurance
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Accounting
Evershore Financial Group 2011 - Present
Edward Jones November 2008 - October 2009
Nordstrom December 2004 - January 2008
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, College Funding..., Fixed Annuities, Variable Annuities, Investments, Disability Insurance
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Accounting
Sara Rachel Loveless Sara Rachel Loveless's Edward Jones Experience April 2012 - April 2013
Job Student at the University of Central Arkansas
Industry Public Relations and Communications
Experience
Edward Jones April 2012 - April 2013
A Very Merry Christmas Store LLC August 2012 - December 2012
Skills
Spanish, French, American Sign Language, Public Speaking, Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Central Arkansas 2009 — 2014
Bachelor's Degree, English Language and Literature, Dramatic Arts with an emphasis in Musical Theater
Edward Jones April 2012 - April 2013
A Very Merry Christmas Store LLC August 2012 - December 2012
Skills
Spanish, French, American Sign Language, Public Speaking, Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Central Arkansas 2009 — 2014
Bachelor's Degree, English Language and Literature, Dramatic Arts with an emphasis in Musical Theater
Jessica Ho, AAMS® Jessica Ho, AAMS®'s Edward Jones Experience August 2007 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones August 2007 - Present
Gap Inc. October 2005 - June 2007
Education
University of California, Los Angeles
Edward Jones August 2007 - Present
Gap Inc. October 2005 - June 2007
Education
University of California, Los Angeles
Mynor Mejia's Edward Jones Experience September 2013 - December 2014
Job Assistant Vice President Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Edward Jones September 2013 - December 2014
Skills
Apartments, Leases, Property Management, Lease Administration, Investment Properties, Real Estate, Selling, Disposition, Rentals, Real Estate Development, Property, Fair Housing
Education
University of Central Florida 2005 — 2010
Bachelors, General Business/ Marketing
University of Central Florida - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch April 2015 - Present
Edward Jones September 2013 - December 2014
Skills
Apartments, Leases, Property Management, Lease Administration, Investment Properties, Real Estate, Selling, Disposition, Rentals, Real Estate Development, Property, Fair Housing
Education
University of Central Florida 2005 — 2010
Bachelors, General Business/ Marketing
University of Central Florida - College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
JEANETTE PIERCE's Edward Jones Experience July 2009 - January 2011
Job Accounts Manager at California Environmental Systems, Inc.
Industry Construction
Experience
California Environmental Systems, Inc. January 2011 - Present
Edward Jones July 2009 - January 2011
Side Door June 2009 - January 2011
Mammoth Mountain Ski Area September 2007 - May 2009
Skills
Microsoft Office, Customer Service, Sales, Sales Management, Microsoft Excel, Process Scheduler, Leadership
Education
UC Davis 2002 — 2007
Bachelor of Arts (B.A.), Sociology and Communications
Placer High School 1998 — 2002
California Environmental Systems, Inc. January 2011 - Present
Edward Jones July 2009 - January 2011
Side Door June 2009 - January 2011
Mammoth Mountain Ski Area September 2007 - May 2009
Skills
Microsoft Office, Customer Service, Sales, Sales Management, Microsoft Excel, Process Scheduler, Leadership
Education
UC Davis 2002 — 2007
Bachelor of Arts (B.A.), Sociology and Communications
Placer High School 1998 — 2002
Janet (Rebholtz) Mooney Janet (Rebholtz) Mooney's Edward Jones Experience February 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
ADP February 2014 - February 2015
TriNet June 2013 - February 2014
Fidelity Investments April 2012 - June 2013
Paychex June 2008 - March 2011
Paychex June 2007 - June 2008
Paychex June 2004 - June 2007
Paychex May 2001 - June 2004
Skills
HRIS, HR Consulting, Benefits Administration, Employee Benefits, Human Resources, Recruiting, PEO, Employee Handbooks, 401k, Leadership, Sales process, Training, Sales Process, Cold Calling, Performance Management, Talent Acquisition, Onboarding, Employee Relations, Talent Management, Succession Planning, Sales, Employee Training, Salesforce.com, Hiring, Applicant Tracking..., Payroll, Interviews, Customer Retention, Sales Presentations, Workers Compensation
Education
University of California, Berkeley
Bachelor's degree, Psychology
Edward Jones February 2015 - Present
ADP February 2014 - February 2015
TriNet June 2013 - February 2014
Fidelity Investments April 2012 - June 2013
Paychex June 2008 - March 2011
Paychex June 2007 - June 2008
Paychex June 2004 - June 2007
Paychex May 2001 - June 2004
Skills
HRIS, HR Consulting, Benefits Administration, Employee Benefits, Human Resources, Recruiting, PEO, Employee Handbooks, 401k, Leadership, Sales process, Training, Sales Process, Cold Calling, Performance Management, Talent Acquisition, Onboarding, Employee Relations, Talent Management, Succession Planning, Sales, Employee Training, Salesforce.com, Hiring, Applicant Tracking..., Payroll, Interviews, Customer Retention, Sales Presentations, Workers Compensation
Education
University of California, Berkeley
Bachelor's degree, Psychology
Paul Bergamaschi Paul Bergamaschi's Edward Jones Experience February 2010 - October 2010
Job Independent Financial Advisor at Fortune Financial Services, Inc.
Industry Financial Services
Experience
Fortune Financial Services, Inc. August 2014 - Present
Covered California November 2013 - Present
Prosperity Financial Group June 2013 - September 2014
Retirement Plan Advisory Group June 2013 - September 2014
Financial Telesis Inc June 2013 - September 2014
East Bay Rowing Club August 2012 - July 2014
MassMutual San Francisco December 2010 - June 2013
Edward Jones February 2010 - October 2010
Optimum Realty Capital LLC 2006 - 2009
Eden Development Group 1996 - 2006
Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement
Education
University of California, Berkeley 1976 — 1980
Architecture
University of Southern California
Fortune Financial Services, Inc. August 2014 - Present
Covered California November 2013 - Present
Prosperity Financial Group June 2013 - September 2014
Retirement Plan Advisory Group June 2013 - September 2014
Financial Telesis Inc June 2013 - September 2014
East Bay Rowing Club August 2012 - July 2014
MassMutual San Francisco December 2010 - June 2013
Edward Jones February 2010 - October 2010
Optimum Realty Capital LLC 2006 - 2009
Eden Development Group 1996 - 2006
Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement
Education
University of California, Berkeley 1976 — 1980
Architecture
University of Southern California
Ben Mallinger Ben Mallinger's Edward Jones Experience August 2005 - August 2008
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL January 2010 - Present
Banc of America Securities September 2008 - January 2010
Edward Jones August 2005 - August 2008
Prudential Overall Supply April 2001 - August 2005
USMC July 1999 - March 2004
Skills
Retirement Planning, Investments, Securities, Wealth, Series 7, Wealth Management, Series 63, Strategic Financial..., IRAs, Mutual Funds, Fixed Annuities, Retirement
Education
University of California, Davis 1994 — 1999
B.S., Agricultural and Managerial Economics
UCHS
LPL January 2010 - Present
Banc of America Securities September 2008 - January 2010
Edward Jones August 2005 - August 2008
Prudential Overall Supply April 2001 - August 2005
USMC July 1999 - March 2004
Skills
Retirement Planning, Investments, Securities, Wealth, Series 7, Wealth Management, Series 63, Strategic Financial..., IRAs, Mutual Funds, Fixed Annuities, Retirement
Education
University of California, Davis 1994 — 1999
B.S., Agricultural and Managerial Economics
UCHS
Tom Wyneken Tom Wyneken's Edward Jones Experience July 2008 - 2013
Job Internal Wholesaler at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital November 2013 - Present
Edward Jones July 2008 - 2013
HSBC Bank 2004 - 2007
Sysco Corporation October 1993 - October 2004
Skills
Management, Investments, Series 7, Retirement Planning, Series 63, Long Term Care Insurance, Variable Annuities, Business Development, Life & Health Insurance..., Mutual Funds
Education
UCLA 1983 — 1986
B.A, History
Transamerica Capital November 2013 - Present
Edward Jones July 2008 - 2013
HSBC Bank 2004 - 2007
Sysco Corporation October 1993 - October 2004
Skills
Management, Investments, Series 7, Retirement Planning, Series 63, Long Term Care Insurance, Variable Annuities, Business Development, Life & Health Insurance..., Mutual Funds
Education
UCLA 1983 — 1986
B.A, History
Daniel Bass's Edward Jones Experience September 2008 - August 2009
Job Business Relationship Manager TD Bank
Industry Banking
Experience
TD May 2013 - Present
Regions Bank February 2012 - May 2013
TD Bank Group January 2011 - February 2012
Edward Jones September 2008 - August 2009
City of New Smyrna Beach 1997 - 2008
Skills
Customer Service, Sales Management, Business Networking, Team Building, Coaching, Banking, Expense Management, Small Business Lending, Loans, Mortgage Lending, Commercial Mortgages, Consumer Lending, SBA, Loan Origination, Branch Management, Retail Banking, Refinance, Commercial Banking, Commercial Lending, Lines Of Credit, Finance, Sales, Real Estate, Business Development, New Business Development, Contract Negotiation, Budgets, Credit, Strategic Planning, Management, Leadership, Asset Based Lending, Marketing, Financial Analysis, Mergers & Acquisitions, Insurance, Credit Analysis, Small Business, Construction Loans, Money Management, Investments, Cross Selling, Mortgage Banking, Treasury Management, Banking Relationships, Cash Management, Credit Risk, FHA financing, Portfolio Management, Underwriting
Education
University of Central Florida 2003 — 2007
Bachelor of Science, Education & Sociology
TD May 2013 - Present
Regions Bank February 2012 - May 2013
TD Bank Group January 2011 - February 2012
Edward Jones September 2008 - August 2009
City of New Smyrna Beach 1997 - 2008
Skills
Customer Service, Sales Management, Business Networking, Team Building, Coaching, Banking, Expense Management, Small Business Lending, Loans, Mortgage Lending, Commercial Mortgages, Consumer Lending, SBA, Loan Origination, Branch Management, Retail Banking, Refinance, Commercial Banking, Commercial Lending, Lines Of Credit, Finance, Sales, Real Estate, Business Development, New Business Development, Contract Negotiation, Budgets, Credit, Strategic Planning, Management, Leadership, Asset Based Lending, Marketing, Financial Analysis, Mergers & Acquisitions, Insurance, Credit Analysis, Small Business, Construction Loans, Money Management, Investments, Cross Selling, Mortgage Banking, Treasury Management, Banking Relationships, Cash Management, Credit Risk, FHA financing, Portfolio Management, Underwriting
Education
University of Central Florida 2003 — 2007
Bachelor of Science, Education & Sociology
Ryder Pierce Ryder Pierce's Edward Jones Experience November 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Bass Cat Boats May 2012 - November 2012
Bass Cat Boats August 2006 - August 2007
Skills
Microsoft Office, Bloomberg Terminal, Quickbooks, Direct Sales, Fiberglass, DOS, Cash Management, Purchasing, Economics, Bill of Materials, Management, Retirement Planning
Education
University of Arkansas at Little Rock 2007 — 2012
BBA, Economics
University of Arkansas at Little Rock 2007 — 2012
BBA, Finance
Edward Jones November 2012 - Present
Bass Cat Boats May 2012 - November 2012
Bass Cat Boats August 2006 - August 2007
Skills
Microsoft Office, Bloomberg Terminal, Quickbooks, Direct Sales, Fiberglass, DOS, Cash Management, Purchasing, Economics, Bill of Materials, Management, Retirement Planning
Education
University of Arkansas at Little Rock 2007 — 2012
BBA, Economics
University of Arkansas at Little Rock 2007 — 2012
BBA, Finance
John Melo's Edward Jones Experience August 2009 - December 2012
Job President/Owner Diversified Wealth Mgmt
Industry Investment Management
Experience
Diversified Wealth Mgmt/LPL Financial December 2012 - Present
Edward Jones August 2009 - December 2012
Diversified Wealth Management February 2007 - August 2009
Smith Barney April 2004 - February 2007
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Investment Advisory, IRAs, Retirement, Investment Strategies, Investments, Alternative Investments, Portfolio Management, Equities, Series 63, Series 65, 401k Rollovers, High Net Worth..., Insurance, Securities, Financial Advisory, ETFs, Bonds, Asset Managment, Separately Managed..., Options, Strategic Financial..., Fixed Income
Education
University of Central Florida 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 1994 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services
Diversified Wealth Mgmt/LPL Financial December 2012 - Present
Edward Jones August 2009 - December 2012
Diversified Wealth Management February 2007 - August 2009
Smith Barney April 2004 - February 2007
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Investment Advisory, IRAs, Retirement, Investment Strategies, Investments, Alternative Investments, Portfolio Management, Equities, Series 63, Series 65, 401k Rollovers, High Net Worth..., Insurance, Securities, Financial Advisory, ETFs, Bonds, Asset Managment, Separately Managed..., Options, Strategic Financial..., Fixed Income
Education
University of Central Florida 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 1994 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services
Danielle Schlesinger Danielle Schlesinger's Edward Jones Experience November 2012 - March 2013
Job Worker's Compensation
Industry Insurance
Experience
Berkshire Hathaway September 2013 - Present
Edward Jones November 2012 - March 2013
Paradigm Investment Group January 2010 - November 2012
Skills
Human Resources, Office Administration, Customer Service, Liaison, Workers Compensation, Leadership, Employee Benefits
Education
University of California, San Diego 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
Berkshire Hathaway September 2013 - Present
Edward Jones November 2012 - March 2013
Paradigm Investment Group January 2010 - November 2012
Skills
Human Resources, Office Administration, Customer Service, Liaison, Workers Compensation, Leadership, Employee Benefits
Education
University of California, San Diego 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
Jim Maresca Jim Maresca's Edward Jones Experience 2008 - 2011
Job Author "Sane Investing for Insane Times" & LPL Financial Advisor
Industry Financial Services
Experience
Maresca Money Management, LLC August 2011 - Present
Palm Drive Health Care District 2012 - Present
Edward Jones 2008 - 2011
Maresca Enterprises, Inc 2003 - 2008
Nextbus 1998 - 2003
Context Integration 1996 - 1998
Trimble Navigation 1995 - 1996
Trimble Navigation 1993 - 1995
Trimble Navigation 1991 - 1993
Oracle 1990 - 1991
Skills
Management, Finance, Insurance, Strategic Planning, Investments, Public Speaking, Portfolio Management, Series 7, Mutual Funds
Education
University of California, Berkeley 1969 — 1971
doctoral coursework, Sociology of Religion
University of Dayton 1966 — 1969
MA, Theology
University of Dayton 1964 — 1966
Bachelor's degree, Philosophy
Saint Joseph's college, Rensselaer, IN 1961 — 1963
Philosophy, Mathematics
Maresca Money Management, LLC August 2011 - Present
Palm Drive Health Care District 2012 - Present
Edward Jones 2008 - 2011
Maresca Enterprises, Inc 2003 - 2008
Nextbus 1998 - 2003
Context Integration 1996 - 1998
Trimble Navigation 1995 - 1996
Trimble Navigation 1993 - 1995
Trimble Navigation 1991 - 1993
Oracle 1990 - 1991
Skills
Management, Finance, Insurance, Strategic Planning, Investments, Public Speaking, Portfolio Management, Series 7, Mutual Funds
Education
University of California, Berkeley 1969 — 1971
doctoral coursework, Sociology of Religion
University of Dayton 1966 — 1969
MA, Theology
University of Dayton 1964 — 1966
Bachelor's degree, Philosophy
Saint Joseph's college, Rensselaer, IN 1961 — 1963
Philosophy, Mathematics
Eric Till Eric Till's Edward Jones Experience February 2010 - January 2011
Job Investment Banking Analyst at Redwood Capital Group
Industry Investment Banking
Experience
Athene Asset Management August 2013 - Present
Redwood Capital Group February 2011 - December 2012
Edward Jones February 2010 - January 2011
Thomson Reuters November 2009 - February 2010
Skills
Series 79, Series 63, Series 7, Investment Banking, International M&A, Analysis, M&A experience, Economics, Stata, Macroeconomics, Due Diligence, Financial Markets, Credit Risk, Wealth Management
Education
University of California, Los Angeles 2004 — 2009
B.A., Economics, Political Science, Public Policy
Athene Asset Management August 2013 - Present
Redwood Capital Group February 2011 - December 2012
Edward Jones February 2010 - January 2011
Thomson Reuters November 2009 - February 2010
Skills
Series 79, Series 63, Series 7, Investment Banking, International M&A, Analysis, M&A experience, Economics, Stata, Macroeconomics, Due Diligence, Financial Markets, Credit Risk, Wealth Management
Education
University of California, Los Angeles 2004 — 2009
B.A., Economics, Political Science, Public Policy
George Stefanou, CFP®, AAMS®, CRPS®'s Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2009 - Present
CVS Caremark Corporation 2001 - 2009
Education
University of Central Florida 2003 — 2008
Business, Finance
Edward Jones June 2009 - Present
CVS Caremark Corporation 2001 - 2009
Education
University of Central Florida 2003 — 2008
Business, Finance
Greg Reid AAMS®'s Edward Jones Experience 2005 - Present
Job FINANCIAL ADVISOR
Industry Investment Management
Experience
Edward Jones 2005 - Present
Okefenokee Country Club January 2001 - January 2005
Education
University of Arkansas 1985 — 1989
Bsc, Business
Edward Jones 2005 - Present
Okefenokee Country Club January 2001 - January 2005
Education
University of Arkansas 1985 — 1989
Bsc, Business
Eric Burtson Eric Burtson's Edward Jones Experience August 2010 - October 2012
Job Director at CBC Wealth Source, Inc.
Industry Financial Services
Experience
CBC Wealth Source, Inc. September 2013 - Present
Bar Pink 1985 - 2015
Bar Pink 1985 - 2015
The San Diego High School Foundation, St. Paul's Cathedral, Sojourners January 1985 - May 2013
Edward Jones August 2010 - October 2012
Blue Spark Associates October 2007 - December 2011
SEASAND 2001 - 2008
San Diego Unified School District 2004 - 2005
San Diego Unified School District 1992 - 2004
Skills
Public Speaking, Non-profits, Coaching, Small Business, Data Analysis, Healthcare, Time Management, Team Building, Leadership Development, Nonprofits, New Business Development, Business Development, Workshop Facilitation, Budgets, Editing, Program Management, Analysis, Fundraising, Leadership, Disability Insurance, Curriculum Design, Investments, Strategy, E-Learning, Mutual Funds, Organizational..., Training, Research, Community Outreach, Strategic Planning, Higher Education, Curriculum Development, Event Planning, Blogging, Career Counseling, Social Media Marketing, Staff Development, Education, Social Networking, Microsoft Word, Teacher Training, PowerPoint, Business Networking, Product Development, Event Management, Business Planning, Sales, Policy, Marketing Strategy, Outlook
Education
University of California, San Diego 1982 — 1987
BS, Applied Science (Mech Engineering)
University of Southern California
CBC Wealth Source, Inc. September 2013 - Present
Bar Pink 1985 - 2015
Bar Pink 1985 - 2015
The San Diego High School Foundation, St. Paul's Cathedral, Sojourners January 1985 - May 2013
Edward Jones August 2010 - October 2012
Blue Spark Associates October 2007 - December 2011
SEASAND 2001 - 2008
San Diego Unified School District 2004 - 2005
San Diego Unified School District 1992 - 2004
Skills
Public Speaking, Non-profits, Coaching, Small Business, Data Analysis, Healthcare, Time Management, Team Building, Leadership Development, Nonprofits, New Business Development, Business Development, Workshop Facilitation, Budgets, Editing, Program Management, Analysis, Fundraising, Leadership, Disability Insurance, Curriculum Design, Investments, Strategy, E-Learning, Mutual Funds, Organizational..., Training, Research, Community Outreach, Strategic Planning, Higher Education, Curriculum Development, Event Planning, Blogging, Career Counseling, Social Media Marketing, Staff Development, Education, Social Networking, Microsoft Word, Teacher Training, PowerPoint, Business Networking, Product Development, Event Management, Business Planning, Sales, Policy, Marketing Strategy, Outlook
Education
University of California, San Diego 1982 — 1987
BS, Applied Science (Mech Engineering)
University of Southern California
Erica Dominguez's Edward Jones Experience June 2015 - August 2015
Job University of Central Florida
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
U S Marshal Service Court SEC February 2015 - May 2015
College Work Experience Program (CWEP) at Lockheed Martin April 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Project Finance, Account Management, Accounting, Financial Reporting, Cost Accounting
Education
University of Central Florida 2012 — 2016
Bachelor of Science (BS), Finance
University of Central Florida 2012 — 2016
Finance
Edward Jones June 2015 - August 2015
U S Marshal Service Court SEC February 2015 - May 2015
College Work Experience Program (CWEP) at Lockheed Martin April 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Project Finance, Account Management, Accounting, Financial Reporting, Cost Accounting
Education
University of Central Florida 2012 — 2016
Bachelor of Science (BS), Finance
University of Central Florida 2012 — 2016
Finance
Sara Bovill's Edward Jones Experience January 2011 - June 2012
Job Law Clerk for Kenneth J. Glassman, Esq.
Industry Law Practice
Experience
Kenneth J. Glassman, Esq. August 2015 - Present
Legal Aid Society May 2014 - May 2015
Supreme Court of the State of New York Queens County February 2013 - February 2014
Edward Jones January 2011 - June 2012
Skills
Legal Research, Estate Planning, FINRA, Securities, Legal Writing, Insurance, Arbitration, Civil Litigation, Mediation, Criminal Law, Legal Assistance, Trials, Nonprofits
Education
City University of New York School of Law 2012 — 2015
Juris Doctor (J.D.)
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), History
Kenneth J. Glassman, Esq. August 2015 - Present
Legal Aid Society May 2014 - May 2015
Supreme Court of the State of New York Queens County February 2013 - February 2014
Edward Jones January 2011 - June 2012
Skills
Legal Research, Estate Planning, FINRA, Securities, Legal Writing, Insurance, Arbitration, Civil Litigation, Mediation, Criminal Law, Legal Assistance, Trials, Nonprofits
Education
City University of New York School of Law 2012 — 2015
Juris Doctor (J.D.)
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), History
Brandon Mohr Brandon Mohr's Edward Jones Experience March 2007 - December 2011
Job Financial Professional | Financial Analyst Skills | CFA Level III Candidate
Industry Financial Services
Experience
Self Employed January 2012 - Present
Edward Jones March 2007 - December 2011
Edward Jones June 2006 - March 2007
Student Works Painting March 2004 - September 2005
Skills
Personal Financial..., Investment Management, Client Presentation, Employee Management, Rational, Communication Skills, Financial Analysis, Leadership, Adaptability, Work Well Independently, Investments, Insurance, Analytical Skills, Microsoft Office, Time Management, Fiscally Responsible, Small Business, Travel, Mutual Funds, Wealth Management
Education
The University of Calgary 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
Self Employed January 2012 - Present
Edward Jones March 2007 - December 2011
Edward Jones June 2006 - March 2007
Student Works Painting March 2004 - September 2005
Skills
Personal Financial..., Investment Management, Client Presentation, Employee Management, Rational, Communication Skills, Financial Analysis, Leadership, Adaptability, Work Well Independently, Investments, Insurance, Analytical Skills, Microsoft Office, Time Management, Fiscally Responsible, Small Business, Travel, Mutual Funds, Wealth Management
Education
The University of Calgary 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
Bryan Tudeen Bryan Tudeen's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Shipbuilding
Experience
Edward Jones July 2015 - Present
Sea Ray Boats October 2014 - July 2015
Brunswick Commercial & Government Products April 2013 - October 2014
Brunswick Commercial & Government Products November 2009 - April 2013
Brunswick Commercial & Government Products December 2007 - November 2009
Boston Whaler June 2007 - December 2007
Skills
Engineering, Engineering Management, Solidworks, Leadership, Manufacturing, Lean Manufacturing, Microsoft Excel, Manufacturing..., Process Improvement, CAD, Systems Engineering, Budgets
Education
University of Central Florida - College of Business Administration 2011 — 2013
Masters, Business Administration
University of Florida 2002 — 2007
BS, Aerospace Engineering
University of Florida 2002 — 2007
Minor, Business Administration
University of Florida 2002 — 2007
Minor, Sales Engineering
Edward Jones July 2015 - Present
Sea Ray Boats October 2014 - July 2015
Brunswick Commercial & Government Products April 2013 - October 2014
Brunswick Commercial & Government Products November 2009 - April 2013
Brunswick Commercial & Government Products December 2007 - November 2009
Boston Whaler June 2007 - December 2007
Skills
Engineering, Engineering Management, Solidworks, Leadership, Manufacturing, Lean Manufacturing, Microsoft Excel, Manufacturing..., Process Improvement, CAD, Systems Engineering, Budgets
Education
University of Central Florida - College of Business Administration 2011 — 2013
Masters, Business Administration
University of Florida 2002 — 2007
BS, Aerospace Engineering
University of Florida 2002 — 2007
Minor, Business Administration
University of Florida 2002 — 2007
Minor, Sales Engineering
Jamie Porter-Smith's Edward Jones Experience June 2007 - August 2008
Job Director, Sales & Global Licensing at Petting Zoo
Industry Marketing and Advertising
Experience
Petting Zoo February 2013 - Present
SeaWorld Parks & Entertainment April 2012 - February 2013
SeaWorld Parks & Entertainment June 2010 - April 2012
SeaWorld Parks & Entertainment August 2008 - June 2010
Edward Jones June 2007 - August 2008
University of Central Florida May 2005 - June 2007
Skills
Marketing Strategy, Digital Marketing, Marketing, Direct Marketing, Social Media Marketing, Marketing Communications, Social Media Strategist, Program Management, Online Marketing, Product Marketing, Email Marketing, Marketing Management, Sponsorship, Licensing, Entertainment, Management, Leadership, Consumer Products, Product Development
Education
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.), Sales
Petting Zoo February 2013 - Present
SeaWorld Parks & Entertainment April 2012 - February 2013
SeaWorld Parks & Entertainment June 2010 - April 2012
SeaWorld Parks & Entertainment August 2008 - June 2010
Edward Jones June 2007 - August 2008
University of Central Florida May 2005 - June 2007
Skills
Marketing Strategy, Digital Marketing, Marketing, Direct Marketing, Social Media Marketing, Marketing Communications, Social Media Strategist, Program Management, Online Marketing, Product Marketing, Email Marketing, Marketing Management, Sponsorship, Licensing, Entertainment, Management, Leadership, Consumer Products, Product Development
Education
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.), Sales
Jared Kirby's Edward Jones Experience December 2012 - February 2014
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Cetera Financial Group February 2014 - Present
Regions Financial Corporation February 2014 - Present
Edward Jones December 2012 - February 2014
UPS January 2004 - December 2012
Skills
Retirement Planning, Saving for Education, Life Insurance, Investments
Education
Webster University, St. Louis 2009 — 2012
Masters, Business Administration
Minor Criminal Justice University of Central Florida 2003 — 2007
Masters of Business Administration, Finance, General
University of Central Florida 2003 — 2007
Bachelor of Arts (BA), Psychology
Citrus High School
Cetera Financial Group February 2014 - Present
Regions Financial Corporation February 2014 - Present
Edward Jones December 2012 - February 2014
UPS January 2004 - December 2012
Skills
Retirement Planning, Saving for Education, Life Insurance, Investments
Education
Webster University, St. Louis 2009 — 2012
Masters, Business Administration
Minor Criminal Justice University of Central Florida 2003 — 2007
Masters of Business Administration, Finance, General
University of Central Florida 2003 — 2007
Bachelor of Arts (BA), Psychology
Citrus High School
C. Wade Thompson C. Wade Thompson's Edward Jones Experience 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Mile High United Way March 2011 - June 2011
Veritas LLC August 2009 - September 2009
Ocean Atlantic Associates June 2009 - August 2009
Lynam's Beach Service June 2003 - August 2006
Jake's Seafood House May 2004 - October 2004
Atlantic Cycles June 2000 - September 2002
Skills
Microsoft Office, Writing Business Plans, Technical Writing, Microsoft Excel, Management, Social Media, Marketing, Event Planning, Social Media Marketing, PowerPoint, Sales, Leadership, Social Networking
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance, Accounting
University of Denver 2006 — 2011
BSBA Marketing, Marketing, Real Estate, International Studies, Art
University of Cape Town 2009 — 2009
Marketing, Oceanography
University of Denver, Burns School of Real Estate
Finance, Applications, Development
Worcester Preparatory School 2003 — 2006
Highschool Diploma, Economics, Spanish, Physics, History
Edward Jones 2012 - Present
Mile High United Way March 2011 - June 2011
Veritas LLC August 2009 - September 2009
Ocean Atlantic Associates June 2009 - August 2009
Lynam's Beach Service June 2003 - August 2006
Jake's Seafood House May 2004 - October 2004
Atlantic Cycles June 2000 - September 2002
Skills
Microsoft Office, Writing Business Plans, Technical Writing, Microsoft Excel, Management, Social Media, Marketing, Event Planning, Social Media Marketing, PowerPoint, Sales, Leadership, Social Networking
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance, Accounting
University of Denver 2006 — 2011
BSBA Marketing, Marketing, Real Estate, International Studies, Art
University of Cape Town 2009 — 2009
Marketing, Oceanography
University of Denver, Burns School of Real Estate
Finance, Applications, Development
Worcester Preparatory School 2003 — 2006
Highschool Diploma, Economics, Spanish, Physics, History
Michael DeCarlo, STS Michael DeCarlo, STS's Edward Jones Experience 2011 - 2011
Job Field Operations Manager at Guthrie General Inc.
Industry Construction
Experience
Guthrie General Inc. March 2014 - Present
Layton Construction June 2012 - March 2014
Guthrie General Inc. March 2007 - July 2011
Edward Jones 2011 - 2011
Layton Companies July 2005 - March 2007
Kitchell Contractors January 2004 - July 2005
Kajima Construction December 1999 - December 2002
Victor Construction October 1998 - November 1999
Power Contracting March 1995 - September 1998
Leopardo Construction March 1991 - March 1995
Skills
Construction, Budgeting, Customer Relations, Problem Solving, Change Orders, Inspection, Construction Management, Value Engineering, Scheduling, Contract Management, Supervisory Skills, Contractors, Renovation, Contract Negotiation, Purchasing, Microsoft Office, Proposal Writing, Retail, Customer Service, Word, PowerPoint, Primavera, Public Speaking, Concrete, Procurement, Planning, Cost Control, Government, Healthcare, Civil, OSHA 10 hour & 30 Hour..., Infection Control..., Site Safety Inspections, Process Scheduler, Project Planning, Primavera P6, Budgets, Pre-construction, Microsoft Word, Suretrack, Constructability, Subcontracting, Project Estimation, Design-Build, CPM Scheduling, Civil Litigation, Project Bidding, Submittals, OSHA 30-Hour, LEED
Education
Junior College/Trade School 1976 — 2010
Construction, Management, Accounting
UCSD
Guthrie General Inc. March 2014 - Present
Layton Construction June 2012 - March 2014
Guthrie General Inc. March 2007 - July 2011
Edward Jones 2011 - 2011
Layton Companies July 2005 - March 2007
Kitchell Contractors January 2004 - July 2005
Kajima Construction December 1999 - December 2002
Victor Construction October 1998 - November 1999
Power Contracting March 1995 - September 1998
Leopardo Construction March 1991 - March 1995
Skills
Construction, Budgeting, Customer Relations, Problem Solving, Change Orders, Inspection, Construction Management, Value Engineering, Scheduling, Contract Management, Supervisory Skills, Contractors, Renovation, Contract Negotiation, Purchasing, Microsoft Office, Proposal Writing, Retail, Customer Service, Word, PowerPoint, Primavera, Public Speaking, Concrete, Procurement, Planning, Cost Control, Government, Healthcare, Civil, OSHA 10 hour & 30 Hour..., Infection Control..., Site Safety Inspections, Process Scheduler, Project Planning, Primavera P6, Budgets, Pre-construction, Microsoft Word, Suretrack, Constructability, Subcontracting, Project Estimation, Design-Build, CPM Scheduling, Civil Litigation, Project Bidding, Submittals, OSHA 30-Hour, LEED
Education
Junior College/Trade School 1976 — 2010
Construction, Management, Accounting
UCSD
Astrid Hodgson Astrid Hodgson's Edward Jones Experience March 2011 - Present
Job Edward Jones Investments Branch Office Administrator
Industry Financial Services
Experience
Edward Jones March 2011 - Present
Lacrosse For All December 2010 - Present
BYL Lacrosse September 2002 - December 2010
elementary schools, middle school and high school September 1995 - June 2009
Los Angeles Times September 1988 - September 1995
Los Angeles Times March 1986 - September 1988
Los Angeles Times May 1977 - August 1986
Skills
Management, Non-profits, Research, Leadership, Customer Service, Program Management, Financial Services, Problem Solving, Organizational..., Interpersonal Skill, Multi-tasking Skills, Building Relationships, Follow-through Skills, Communication Skills, High level of initiative, Negotiation, Training, Nonprofits, Sales, Time Management, Marketing, Team Building, Public Speaking, Social Media, Microsoft Office, Social Networking, Strategic Planning
Education
University of California, Los Angeles
Edward Jones March 2011 - Present
Lacrosse For All December 2010 - Present
BYL Lacrosse September 2002 - December 2010
elementary schools, middle school and high school September 1995 - June 2009
Los Angeles Times September 1988 - September 1995
Los Angeles Times March 1986 - September 1988
Los Angeles Times May 1977 - August 1986
Skills
Management, Non-profits, Research, Leadership, Customer Service, Program Management, Financial Services, Problem Solving, Organizational..., Interpersonal Skill, Multi-tasking Skills, Building Relationships, Follow-through Skills, Communication Skills, High level of initiative, Negotiation, Training, Nonprofits, Sales, Time Management, Marketing, Team Building, Public Speaking, Social Media, Microsoft Office, Social Networking, Strategic Planning
Education
University of California, Los Angeles
Sareena Panesar, MBA's Edward Jones Experience August 2006 - April 2009
Job Investment Advisor Reprsentative at Voya Financial Advisors
Industry Investment Management
Experience
Voya Financial Advisors April 2014 - Present
Morgan Stanley Smith Barney April 2011 - June 2012
Edward Jones August 2006 - April 2009
Washington Mutual February 2005 - June 2006
Skills
Investments, Securities, Equities, Customer Service, Fixed Income, Management Consulting, Investment Management, Strategic Financial..., ETFs, Microsoft Office, Financial Advisory, Series 7, Series 66, Life Insurance, Limited Lines Auto..., Financial Analysis, Portfolio Management, Business Strategy, Financial Services, Finance, FINRA, Financial Risk, Insurance, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
University of California, Riverside 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Moreno Valley High School 1990 — 1994
Diploma, Honors student
Voya Financial Advisors April 2014 - Present
Morgan Stanley Smith Barney April 2011 - June 2012
Edward Jones August 2006 - April 2009
Washington Mutual February 2005 - June 2006
Skills
Investments, Securities, Equities, Customer Service, Fixed Income, Management Consulting, Investment Management, Strategic Financial..., ETFs, Microsoft Office, Financial Advisory, Series 7, Series 66, Life Insurance, Limited Lines Auto..., Financial Analysis, Portfolio Management, Business Strategy, Financial Services, Finance, FINRA, Financial Risk, Insurance, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
University of California, Riverside 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Moreno Valley High School 1990 — 1994
Diploma, Honors student
Marc Lipscomb Marc Lipscomb's Edward Jones Experience June 2011 - August 2011
Job Associate at Locke Lord LLP
Industry Law Practice
Experience
Locke Lord LLP September 2013 - Present
Thomson West August 2011 - May 2013
Washington University in St. Louis School of Law August 2009 - May 2013
Locke Lord LLP May 2012 - July 2012
Edward Jones June 2011 - August 2011
CSI Leasing May 2010 - January 2011
Business Transition Specialists, LLC. January 2010 - May 2010
AT&T Mobility/Cingular October 2006 - June 2009
Skills
Mergers, Contract Negotiation, Corporate Law, Securities Law, Legal Research, Corporate Finance, Private Equity, Securities Regulation, Westlaw, Civil Litigation, Legal Writing, Management, Intellectual Property, Mergers & Acquisitions
Education
Washington University in St. Louis - Olin Business School 2009 — 2013
MBA, Finance
Washington University in St. Louis School of Law 2009 — 2013
JD/MBA, Corporate Law
University of Arkansas 2005 — 2009
Bachelor's of Science, Finance, Public Administration
Locke Lord LLP September 2013 - Present
Thomson West August 2011 - May 2013
Washington University in St. Louis School of Law August 2009 - May 2013
Locke Lord LLP May 2012 - July 2012
Edward Jones June 2011 - August 2011
CSI Leasing May 2010 - January 2011
Business Transition Specialists, LLC. January 2010 - May 2010
AT&T Mobility/Cingular October 2006 - June 2009
Skills
Mergers, Contract Negotiation, Corporate Law, Securities Law, Legal Research, Corporate Finance, Private Equity, Securities Regulation, Westlaw, Civil Litigation, Legal Writing, Management, Intellectual Property, Mergers & Acquisitions
Education
Washington University in St. Louis - Olin Business School 2009 — 2013
MBA, Finance
Washington University in St. Louis School of Law 2009 — 2013
JD/MBA, Corporate Law
University of Arkansas 2005 — 2009
Bachelor's of Science, Finance, Public Administration
Matt Estes Matt Estes's Edward Jones Experience August 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Skills
Annuities, Business Retirement..., Individual Retirement..., Insurance, Education Savings, Fixed-income Investments, Equity Investments, Exchange-traded Funds, Portfolio and...
Education
University of Arkansas 2002 — 2008
BSE, Kinesiology
University of Arkansas 2002 — 2008
Bachelor's degree, Education
Edward Jones August 2014 - Present
Skills
Annuities, Business Retirement..., Individual Retirement..., Insurance, Education Savings, Fixed-income Investments, Equity Investments, Exchange-traded Funds, Portfolio and...
Education
University of Arkansas 2002 — 2008
BSE, Kinesiology
University of Arkansas 2002 — 2008
Bachelor's degree, Education
Charles Gustafson, AAMS® Charles Gustafson, AAMS®'s Edward Jones Experience October 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Cable Exchange July 2007 - July 2011
LOM Investment Partnership April 2008 - March 2011
Skills
401k Rollovers, College Fund Planning, Personal Retirement..., Employee Retirement..., Life Insurance Policies, Long-term Care, Refinancings, Fixed Annuities, Variable Annuities, Stock Market, Retirement Planning, Insurance, Product Development, Business Development, Sales, Finance, Management
Education
University of California, Los Angeles 2015 — 2017
CFP, Financial Planning
College for Financial Planning 2013 — 2014
AAMS, Financial Planning and Services
University of California, Santa Barbara 2003 — 2007
BA, Business, English
University of Auckland 2005 — 2006
Economics, Business & Economics
Edward Jones October 2011 - Present
Cable Exchange July 2007 - July 2011
LOM Investment Partnership April 2008 - March 2011
Skills
401k Rollovers, College Fund Planning, Personal Retirement..., Employee Retirement..., Life Insurance Policies, Long-term Care, Refinancings, Fixed Annuities, Variable Annuities, Stock Market, Retirement Planning, Insurance, Product Development, Business Development, Sales, Finance, Management
Education
University of California, Los Angeles 2015 — 2017
CFP, Financial Planning
College for Financial Planning 2013 — 2014
AAMS, Financial Planning and Services
University of California, Santa Barbara 2003 — 2007
BA, Business, English
University of Auckland 2005 — 2006
Economics, Business & Economics
Rachel Denis's Edward Jones Experience 2012 - 2013
Job Financial Professional
Industry Financial Services
Experience
Consultant 2011 - Present
Edward Jones 2012 - 2013
Fidelity Investments 2010 - 2011
Merrill Lynch 2009 - 2010
Skills
Retirement Planning, Account Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, Employee Benefits, Customer Retention, Customer Insight, Business Development, Research, Product Marketing, Event Planning, 401k, Retirement, Defined Benefit, Client Relations, CRM Databases, Salesforce.com, Microsoft Office, Macintosh Applications, Social Media Marketing
Education
University of Central Florida
Bachelor of Arts (B.A.), Political Science and Government
Consultant 2011 - Present
Edward Jones 2012 - 2013
Fidelity Investments 2010 - 2011
Merrill Lynch 2009 - 2010
Skills
Retirement Planning, Account Management, Retirement Plan..., Qualified Retirement..., Retirement Savings, Employee Benefits, Customer Retention, Customer Insight, Business Development, Research, Product Marketing, Event Planning, 401k, Retirement, Defined Benefit, Client Relations, CRM Databases, Salesforce.com, Microsoft Office, Macintosh Applications, Social Media Marketing
Education
University of Central Florida
Bachelor of Arts (B.A.), Political Science and Government
Eric Fernandez Eric Fernandez's Edward Jones Experience April 2014 - Present
Job Professional Athlete at HOKA ONE ONE Northern Arizona Elite
Industry Sports
Experience
EricRunning.com July 2014 - Present
HOKA ONE ONE Northern Arizona Elite June 2013 - Present
Edward Jones April 2014 - Present
Farm Bureau Financial Services January 2014 - April 2014
Northwestern Mutual 2013 - 2014
Northwestern Mutual 2012 - 2013
Skills
Training, Insurance, Life Insurance, Coaching, Disability Insurance, Retirement Planning, Public Speaking, Management, Strategic Financial..., Marketing, Athletics, Customer Service, Financial Services
Education
University of Arkansas at Fayetteville 2008 — 2013
Bachelor of Arts (B.A.), History
EricRunning.com July 2014 - Present
HOKA ONE ONE Northern Arizona Elite June 2013 - Present
Edward Jones April 2014 - Present
Farm Bureau Financial Services January 2014 - April 2014
Northwestern Mutual 2013 - 2014
Northwestern Mutual 2012 - 2013
Skills
Training, Insurance, Life Insurance, Coaching, Disability Insurance, Retirement Planning, Public Speaking, Management, Strategic Financial..., Marketing, Athletics, Customer Service, Financial Services
Education
University of Arkansas at Fayetteville 2008 — 2013
Bachelor of Arts (B.A.), History
Zachary Weirich's Edward Jones Experience January 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Morgan Stanley November 2014 - January 2015
Safeway June 2014 - September 2014
Solano Mortgage August 2010 - October 2012
Sport Chalet September 2009 - June 2010
Skills
Business Communications, Business Planning, Business Analysis, Credit, Marketing, Finance, Leadership, Loans, Sales, Analysis
Education
UC Davis 2010 — 2014
B.S., Managerial Economics, 3.56
Edward Jones January 2015 - Present
Morgan Stanley November 2014 - January 2015
Safeway June 2014 - September 2014
Solano Mortgage August 2010 - October 2012
Sport Chalet September 2009 - June 2010
Skills
Business Communications, Business Planning, Business Analysis, Credit, Marketing, Finance, Leadership, Loans, Sales, Analysis
Education
UC Davis 2010 — 2014
B.S., Managerial Economics, 3.56
Charles Herrington, CFP®'s Edward Jones Experience January 2012 - September 2014
Job Investment Consultant, Client Relationship Team at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Regions Bank October 2014 - February 2015
Edward Jones January 2012 - September 2014
Fidelity Investments December 2009 - December 2011
Fidelity Investments October 2007 - December 2009
Fidelity Investments May 2007 - October 2007
AmSouth Bank December 2005 - May 2007
Smith Barney December 2003 - December 2005
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Merrill Edge March 2015 - Present
Regions Bank October 2014 - February 2015
Edward Jones January 2012 - September 2014
Fidelity Investments December 2009 - December 2011
Fidelity Investments October 2007 - December 2009
Fidelity Investments May 2007 - October 2007
AmSouth Bank December 2005 - May 2007
Smith Barney December 2003 - December 2005
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Brian Dinh Brian Dinh's Edward Jones Experience June 2011 - September 2011
Job J.D. Candidate at University of San Francisco School of Law 2018
Industry Human Resources
Experience
UC Berkeley August 2014 - July 2015
Fragomen, Del Rey, Bernsen & Loewy May 2014 - July 2014
Boys and Girls Clubs of America August 2013 - March 2014
Edward Jones June 2011 - September 2011
Sylantro Restaurant January 2008 - May 2011
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Leadership, Time Management, Microsoft Office, PowerPoint, Research, Human Resources, Social Media, English, Lotus Notes, Strategy, Management
Education
University of San Francisco 2015 — 2018
Juris Doctor (J.D.)
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (BA), Sociology
Alameda High School 2005 — 2009
UC Berkeley August 2014 - July 2015
Fragomen, Del Rey, Bernsen & Loewy May 2014 - July 2014
Boys and Girls Clubs of America August 2013 - March 2014
Edward Jones June 2011 - September 2011
Sylantro Restaurant January 2008 - May 2011
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Leadership, Time Management, Microsoft Office, PowerPoint, Research, Human Resources, Social Media, English, Lotus Notes, Strategy, Management
Education
University of San Francisco 2015 — 2018
Juris Doctor (J.D.)
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (BA), Sociology
Alameda High School 2005 — 2009
Adam Caskie, M.A. Adam Caskie, M.A.'s Edward Jones Experience November 2014 - June 2015
Job Leader, Manager, Educator
Industry Higher Education
Experience
University of South Florida June 2015 - Present
Edward Jones November 2014 - June 2015
ClassB November 2013 - November 2014
Corinthian Colleges April 2010 - November 2013
Radio Shack July 2009 - March 2010
University of Southern Mississippi January 2009 - June 2009
Rollins College July 2008 - December 2008
University of Central Florida, Office of Student Conduct May 2008 - July 2008
Housing and Residence Life July 2007 - July 2008
University of Central Florida August 2006 - July 2007
Skills
Leadership, Staff Development, Student Affairs, Employee Training, Higher Education, Interviews, Management, Training, Customer Service, Coaching, Public Speaking, Microsoft Office, Student Development, Policy, Analysis, Instructional Design, Academic Advising, Human Resources, Performance Management, Student Services, Leadership Development, Time Management, Strategic Planning, Sales, Budgets, Finance, Community Outreach, Project Management, Team Leadership, Microsoft Excel, Microsoft Word, Research, Nonprofits, Account Management, Business Strategy, Data Analysis, Business Process..., Educational Technology, Program Management, Staff Management, Business Analysis, Root Cause Analysis
Education
University of Central Florida 2007 — 2009
Master of Arts (MA), Higher Education/Higher Education Administration
University of Central Florida - College of Business Administration 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of South Florida June 2015 - Present
Edward Jones November 2014 - June 2015
ClassB November 2013 - November 2014
Corinthian Colleges April 2010 - November 2013
Radio Shack July 2009 - March 2010
University of Southern Mississippi January 2009 - June 2009
Rollins College July 2008 - December 2008
University of Central Florida, Office of Student Conduct May 2008 - July 2008
Housing and Residence Life July 2007 - July 2008
University of Central Florida August 2006 - July 2007
Skills
Leadership, Staff Development, Student Affairs, Employee Training, Higher Education, Interviews, Management, Training, Customer Service, Coaching, Public Speaking, Microsoft Office, Student Development, Policy, Analysis, Instructional Design, Academic Advising, Human Resources, Performance Management, Student Services, Leadership Development, Time Management, Strategic Planning, Sales, Budgets, Finance, Community Outreach, Project Management, Team Leadership, Microsoft Excel, Microsoft Word, Research, Nonprofits, Account Management, Business Strategy, Data Analysis, Business Process..., Educational Technology, Program Management, Staff Management, Business Analysis, Root Cause Analysis
Education
University of Central Florida 2007 — 2009
Master of Arts (MA), Higher Education/Higher Education Administration
University of Central Florida - College of Business Administration 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Seth Edwards Seth Edwards's Edward Jones Experience June 2013 - July 2013
Job Staff Accountant I at Associa
Industry Accounting
Experience
Associa July 2015 - Present
Tradehome Shoes February 2014 - Present
Edward Jones June 2013 - July 2013
Skills
Financial Analysis, Financial Planning, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Office, PowerPoint, Leadership, Teamwork, Time Management, Customer Service, Data Analysis, Event Planning, Public Speaking, Research, Social Media, Social Networking
Education
University of Arkansas - Sam M. Walton College of Business 2010 — 2015
Bachelor's Degree, Accounting and Finance, 5th year senior
Cabot High School 2008 — 2010
High School Diploma, N/A
Associa July 2015 - Present
Tradehome Shoes February 2014 - Present
Edward Jones June 2013 - July 2013
Skills
Financial Analysis, Financial Planning, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Office, PowerPoint, Leadership, Teamwork, Time Management, Customer Service, Data Analysis, Event Planning, Public Speaking, Research, Social Media, Social Networking
Education
University of Arkansas - Sam M. Walton College of Business 2010 — 2015
Bachelor's Degree, Accounting and Finance, 5th year senior
Cabot High School 2008 — 2010
High School Diploma, N/A
Casey Honeycutt Casey Honeycutt's Edward Jones Experience January 2000 - October 2000
Job Experienced Practice Management Consultant | Chief Growth Officer at MedEvolve | Business Development | "Lets Connect!"
Industry Information Technology and Services
Experience
MedEvolve August 2003 - Present
Arkansas HIMSS July 2014 - Present
Merrill Lynch November 2000 - April 2003
Edward Jones January 2000 - October 2000
St. Vincent Family Centers September 1994 - January 2000
Skills
Practice Management, EHR, Revenue Cycle Management, EMR, HIPAA, Healthcare Information..., Medical Billing, Medical Practice..., Healthcare Consulting, Healthcare Industry, Software Implementation, Managed Care, Physicians, Healthcare Management, Training, Ambulatory, HL7, EDI, Medical Coding, Health Information..., Software Development, CPOE, Healthcare, Informatics, Revenue Cycle, Process Improvement
Education
University of Arkansas at Little Rock 1994 — 1999
Bachelors, Finance
MedEvolve August 2003 - Present
Arkansas HIMSS July 2014 - Present
Merrill Lynch November 2000 - April 2003
Edward Jones January 2000 - October 2000
St. Vincent Family Centers September 1994 - January 2000
Skills
Practice Management, EHR, Revenue Cycle Management, EMR, HIPAA, Healthcare Information..., Medical Billing, Medical Practice..., Healthcare Consulting, Healthcare Industry, Software Implementation, Managed Care, Physicians, Healthcare Management, Training, Ambulatory, HL7, EDI, Medical Coding, Health Information..., Software Development, CPOE, Healthcare, Informatics, Revenue Cycle, Process Improvement
Education
University of Arkansas at Little Rock 1994 — 1999
Bachelors, Finance
Jordan Skipper's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
U.S. Bank July 2013 - January 2015
ASUCD Unitrans March 2013 - July 2014
Trader Joe's July 2008 - March 2013
Skills
Time Management, Customer Service, Cashiering, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Leadership, Public Speaking, Social Media, Research, Sales, Data Analysis, At Multitasking, Investments, Financial Analysis, r commander, Trading, Equities
Education
University of California, Davis 2012 — 2014
Bachelor of Science (B.S.), Managerial Economics
Laney Jr. College 2010 — 2012
Associate of Arts (A.A.), Business Administration & Social Science
Edward Jones January 2015 - Present
U.S. Bank July 2013 - January 2015
ASUCD Unitrans March 2013 - July 2014
Trader Joe's July 2008 - March 2013
Skills
Time Management, Customer Service, Cashiering, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Leadership, Public Speaking, Social Media, Research, Sales, Data Analysis, At Multitasking, Investments, Financial Analysis, r commander, Trading, Equities
Education
University of California, Davis 2012 — 2014
Bachelor of Science (B.S.), Managerial Economics
Laney Jr. College 2010 — 2012
Associate of Arts (A.A.), Business Administration & Social Science
Zach Minor Zach Minor's Edward Jones Experience April 2015 - Present
Job Operations Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
New Market Connect January 2015 - Present
Olin Business School - The Boeing Center for Technology Information & Manufacturing October 2013 - 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint
Education
University of Arkansas at Fayetteville 2011 — 2015
Edward Jones April 2015 - Present
New Market Connect January 2015 - Present
Olin Business School - The Boeing Center for Technology Information & Manufacturing October 2013 - 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint
Education
University of Arkansas at Fayetteville 2011 — 2015
Christopher Bradford, CFP®'s Edward Jones Experience August 2002 - March 2009
Job Bradford Investment Services
Industry Financial Services
Experience
Bradford Investment Services December 2013 - Present
Raymond James Financial Services March 2009 - November 2013
Edward Jones August 2002 - March 2009
University of California, Davis June 1995 - December 2002
Skills
Mutual Funds, Portfolio Management, Investments, Securities, Fixed Income, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Bonds, Insurance, Finance, ETFs, Financial Advisory, Retirement, FINRA
Education
University of California, Davis 1990 — 1996
Bachelor of Arts, Political Science
Bradford Investment Services December 2013 - Present
Raymond James Financial Services March 2009 - November 2013
Edward Jones August 2002 - March 2009
University of California, Davis June 1995 - December 2002
Skills
Mutual Funds, Portfolio Management, Investments, Securities, Fixed Income, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Bonds, Insurance, Finance, ETFs, Financial Advisory, Retirement, FINRA
Education
University of California, Davis 1990 — 1996
Bachelor of Arts, Political Science
Earl Scroggin's Edward Jones Experience November 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2006 - Present
Corporate Express September 1998 - September 2002
Xerox January 1979 - January 1997
Skills
Sales, Marketing, Finance, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, Portfolio Management, IRAs, Securities, Estate Planning, Life Insurance, 401k, 401k Rollovers, Insurance, Asset Management, Wealth, Bonds, Equities, Financial Planners, Financial Services, Long-term Care, Fixed Income, Banking, Wealth Accumulation, Long Term Care Insurance, Investment Management, FINRA, Variable Annuities, Wealth Management...
Education
University of Central Arkansas 1969 — 1973
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Morrilton Arkansas 1956 — 1968
High School
Edward Jones November 2006 - Present
Corporate Express September 1998 - September 2002
Xerox January 1979 - January 1997
Skills
Sales, Marketing, Finance, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, Portfolio Management, IRAs, Securities, Estate Planning, Life Insurance, 401k, 401k Rollovers, Insurance, Asset Management, Wealth, Bonds, Equities, Financial Planners, Financial Services, Long-term Care, Fixed Income, Banking, Wealth Accumulation, Long Term Care Insurance, Investment Management, FINRA, Variable Annuities, Wealth Management...
Education
University of Central Arkansas 1969 — 1973
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Morrilton Arkansas 1956 — 1968
High School
Jan (Womack) Corkern Jan (Womack) Corkern's Edward Jones Experience 1986 - 1987
Job Quickbooks Certified Pro Advisor
Industry Accounting
Experience
Janice M. Corkern - contractor June 2001 - Present
Pavilion Woods Partners, LLC January 2009 - Present
ContourMed, Inc. May 2012 - Present
Barry M. Corkern & Co., Inc. June 2001 - Present
Barry M. Corkern & Co., Inc. November 1987 - May 2001
Edward Jones 1986 - 1987
Skills
Microsoft Excel, Bookkeeping, QuickBooks, Small Business, Microsoft Word, Payroll, Payroll Taxes, Inventory, Microsoft Office, Windows, Outlook, Cash Management, Budget Forecasts, Accounts Payable, Accounts Receivable
Education
University of Arkansas at Fayetteville 1984 — 1987
BSBA, Finance and Financial Management Services
University of Central Arkansas 1983 — 1983
Janice M. Corkern - contractor June 2001 - Present
Pavilion Woods Partners, LLC January 2009 - Present
ContourMed, Inc. May 2012 - Present
Barry M. Corkern & Co., Inc. June 2001 - Present
Barry M. Corkern & Co., Inc. November 1987 - May 2001
Edward Jones 1986 - 1987
Skills
Microsoft Excel, Bookkeeping, QuickBooks, Small Business, Microsoft Word, Payroll, Payroll Taxes, Inventory, Microsoft Office, Windows, Outlook, Cash Management, Budget Forecasts, Accounts Payable, Accounts Receivable
Education
University of Arkansas at Fayetteville 1984 — 1987
BSBA, Finance and Financial Management Services
University of Central Arkansas 1983 — 1983
Trent Ragar Trent Ragar's Edward Jones Experience March 2003 - June 2005
Job Franchise Owner, Scotts LawnService
Industry Consumer Services
Experience
Scotts LawnService June 2005 - Present
Edward Jones March 2003 - June 2005
Skills
Customer Service, Strategic Planning, Sales, Team Building, Sales Management, Marketing Strategy, Small Business, New Business Development, Marketing, Retail, Account Management, Sales Process, Direct Sales, Selling, Entrepreneurship, Leadership, Budgets
Education
University of Arkansas at Fayetteville 1999 — 2003
Scotts LawnService June 2005 - Present
Edward Jones March 2003 - June 2005
Skills
Customer Service, Strategic Planning, Sales, Team Building, Sales Management, Marketing Strategy, Small Business, New Business Development, Marketing, Retail, Account Management, Sales Process, Direct Sales, Selling, Entrepreneurship, Leadership, Budgets
Education
University of Arkansas at Fayetteville 1999 — 2003
Reshmi Parakkal Reshmi Parakkal's Edward Jones Experience November 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Accounting
Experience
Edward Jones November 2011 - Present
Edward Jones November 2011 - Present
Skills
Accounting, Strategic Financial..., Customer Service, Business Strategy, Microsoft Office, Microsoft Word, Time Management, Tax, Income Tax, Banking, Corporate Finance, Process Improvement, Team Building, Journal Entries
Education
University of New Haven 2010 — 2013
Master of Science, Taxation
University of Calicut
Bachelor of Commerce (B.Com.), Accounting and Finance
Edward Jones November 2011 - Present
Edward Jones November 2011 - Present
Skills
Accounting, Strategic Financial..., Customer Service, Business Strategy, Microsoft Office, Microsoft Word, Time Management, Tax, Income Tax, Banking, Corporate Finance, Process Improvement, Team Building, Journal Entries
Education
University of New Haven 2010 — 2013
Master of Science, Taxation
University of Calicut
Bachelor of Commerce (B.Com.), Accounting and Finance
Darius D. Hicks's Edward Jones Experience July 2009 - November 2011
Job Investment Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - July 2015
TD Ameritrade November 2011 - February 2014
Edward Jones July 2009 - November 2011
Edward Jones June 2009 - June 2010
Skills
Asset Allocation, Series 7, Sales Prospecting, Series 66, Personal Financial...
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Business Administration and Management, General
University of West Florida 2004 — 2006
Business Administration and Management, General
E*TRADE Financial Corporation April 2014 - July 2015
TD Ameritrade November 2011 - February 2014
Edward Jones July 2009 - November 2011
Edward Jones June 2009 - June 2010
Skills
Asset Allocation, Series 7, Sales Prospecting, Series 66, Personal Financial...
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Business Administration and Management, General
University of West Florida 2004 — 2006
Business Administration and Management, General
Nicholas Hengl Nicholas Hengl's Edward Jones Experience September 2013 - September 2014
Job FX Sales Broker at FXCM
Industry Financial Services
Experience
FXCM May 2015 - Present
Maverick Trading October 2014 - Present
Edward Jones September 2013 - September 2014
University of California, San Francisco September 2009 - July 2013
Skills
data management, clinical trial quality..., qualitative coding..., Motivational..., Singing, Data Management, Research, Grant Writing, Analysis, Quality Assurance Review, Lifesciences, Statistics, SPSS, PowerPoint, Qualitative Research, Data Analysis
Education
University of California, Santa Barbara 2005 — 2009
B.A., Psychology, minor in Education & Applied Psychology
UC Berkeley Extension 2009 — 2012
Various Biology classes
Texas A&M University Distance Education 2012 — 2012
Statistics in Research II
FXCM May 2015 - Present
Maverick Trading October 2014 - Present
Edward Jones September 2013 - September 2014
University of California, San Francisco September 2009 - July 2013
Skills
data management, clinical trial quality..., qualitative coding..., Motivational..., Singing, Data Management, Research, Grant Writing, Analysis, Quality Assurance Review, Lifesciences, Statistics, SPSS, PowerPoint, Qualitative Research, Data Analysis
Education
University of California, Santa Barbara 2005 — 2009
B.A., Psychology, minor in Education & Applied Psychology
UC Berkeley Extension 2009 — 2012
Various Biology classes
Texas A&M University Distance Education 2012 — 2012
Statistics in Research II
Clinton Kreie Clinton Kreie's Edward Jones Experience June 2015 - Present
Job SET Environmental
Industry Restaurants
Experience
Edward Jones June 2015 - Present
SET Environmental, Inc. November 2013 - May 2015
SET Environmental, Inc. January 2013 - November 2013
SEA Inc. January 2010 - December 2012
Chili's November 2006 - October 2011
chili's 2006 - 2009
Skills
Sales, Customer Satisfaction, Customer Service, Microsoft Office, Time Management, Cold Calling, Inventory Management
Education
University of Arkansas at Little Rock 2005 — 2009
Bachelor of Marketing
University of Arkansas at Little Rock 2004 — 2009
Minor in Professional Selling
Edward Jones June 2015 - Present
SET Environmental, Inc. November 2013 - May 2015
SET Environmental, Inc. January 2013 - November 2013
SEA Inc. January 2010 - December 2012
Chili's November 2006 - October 2011
chili's 2006 - 2009
Skills
Sales, Customer Satisfaction, Customer Service, Microsoft Office, Time Management, Cold Calling, Inventory Management
Education
University of Arkansas at Little Rock 2005 — 2009
Bachelor of Marketing
University of Arkansas at Little Rock 2004 — 2009
Minor in Professional Selling
Sarah Belcastro's Edward Jones Experience July 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
American Cancer Society February 2011 - July 2012
Orlando Health January 2007 - May 2009
Hospice of the Comforter December 2004 - January 2007
Hospice of the Comforter May 2000 - December 2004
Education
University of Central Florida
BA, Communications
Edward Jones July 2012 - Present
American Cancer Society February 2011 - July 2012
Orlando Health January 2007 - May 2009
Hospice of the Comforter December 2004 - January 2007
Hospice of the Comforter May 2000 - December 2004
Education
University of Central Florida
BA, Communications
Hoyte Cole's Edward Jones Experience August 1997 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1997 - Present
Wal-Mart 1991 - 1995
Education
University of Arkansas 1987 — 1991
BSBA, Business
Edward Jones August 1997 - Present
Wal-Mart 1991 - 1995
Education
University of Arkansas 1987 — 1991
BSBA, Business
Carl Padilla's Edward Jones Experience August 2012 - December 2012
Job Psychiatry Group Manager and Lead Recruiter at Barton Associates Inc.
Industry Staffing and Recruiting
Experience
Barton Associates Inc. November 2014 - Present
Barton Associates Inc. March 2013 - November 2014
Edward Jones August 2012 - December 2012
Saxon Business Systems January 2012 - May 2012
Professional Selling Program at the University of Central Florida’s College of Business May 2011 - May 2012
University of Central Florida January 2010 - May 2012
Edward Jones September 2011 - December 2011
SalesGravy.com September 2011 - December 2011
Zamzuu June 2011 - September 2011
Century 21 Selective May 2011 - August 2011
Skills
Leadership, Marketing, Lead Generation, Social Media Marketing, Sales, Cold Calling, Facebook, Customer Service, CRM, Social Networking, Management, Event Planning, Time Management, Event Management, Human Resources, Training, Online Marketing, Sales Management, Salesforce.com, Social Media, Selling, Retail, Recruiting, Networking, Direct Sales, Marketing Strategy, Entrepreneurship, Microsoft Office, Online Advertising, Account Management, Advertising, Social Media Promotion, Needs Analysis, Personality Assessment, Promoting, Prospecting, Outsourcing, Competitive Strategy, Team Leadership, Business Strategy, Qualifying Prospects, Team Building, Building Relationships, Marketing Communications, Public Relations, Marketing Management, Temporary Staffing, Temporary Placement, Customer Satisfaction, Program Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
BS, Marketing, Professional sales
Palm Beach State College 2007 — 2009
AA, Business Administration
Barton Associates Inc. November 2014 - Present
Barton Associates Inc. March 2013 - November 2014
Edward Jones August 2012 - December 2012
Saxon Business Systems January 2012 - May 2012
Professional Selling Program at the University of Central Florida’s College of Business May 2011 - May 2012
University of Central Florida January 2010 - May 2012
Edward Jones September 2011 - December 2011
SalesGravy.com September 2011 - December 2011
Zamzuu June 2011 - September 2011
Century 21 Selective May 2011 - August 2011
Skills
Leadership, Marketing, Lead Generation, Social Media Marketing, Sales, Cold Calling, Facebook, Customer Service, CRM, Social Networking, Management, Event Planning, Time Management, Event Management, Human Resources, Training, Online Marketing, Sales Management, Salesforce.com, Social Media, Selling, Retail, Recruiting, Networking, Direct Sales, Marketing Strategy, Entrepreneurship, Microsoft Office, Online Advertising, Account Management, Advertising, Social Media Promotion, Needs Analysis, Personality Assessment, Promoting, Prospecting, Outsourcing, Competitive Strategy, Team Leadership, Business Strategy, Qualifying Prospects, Team Building, Building Relationships, Marketing Communications, Public Relations, Marketing Management, Temporary Staffing, Temporary Placement, Customer Satisfaction, Program Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
BS, Marketing, Professional sales
Palm Beach State College 2007 — 2009
AA, Business Administration
Jeff Brookshire Jeff Brookshire's Edward Jones Experience September 1997 - April 2002
Job Certified Financial Planner
Industry Financial Services
Experience
Pacific Wealth Strategies Group, Inc. August 2007 - Present
First Allied Securities, Inc. April 2002 - Present
Alpha Resource Center of Santa Barbara July 2009 - June 2013
Edward Jones September 1997 - April 2002
Skills
Series 7, FINRA, Securities, Fixed Annuities, Alternative Investments, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Financial Analysis, Financial Advisory, Mutual Funds, Investment Strategies, Private Equity, Series 63
Education
University of California, Santa Barbara 1987 — 1992
BA, Economics
Bellarmine College Preparatory 1984 — 1987
Pacific Wealth Strategies Group, Inc. August 2007 - Present
First Allied Securities, Inc. April 2002 - Present
Alpha Resource Center of Santa Barbara July 2009 - June 2013
Edward Jones September 1997 - April 2002
Skills
Series 7, FINRA, Securities, Fixed Annuities, Alternative Investments, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Financial Analysis, Financial Advisory, Mutual Funds, Investment Strategies, Private Equity, Series 63
Education
University of California, Santa Barbara 1987 — 1992
BA, Economics
Bellarmine College Preparatory 1984 — 1987
Trevor Salman's Edward Jones Experience June 2008 - October 2009
Job Senior Environmental Underwriter at AIG
Industry Insurance
Experience
AIG April 2015 - Present
AIG July 2012 - April 2015
Liberty Mutual Insurance November 2009 - May 2011
Edward Jones June 2008 - October 2009
Enterprise Rent-A-Car April 2002 - April 2008
Skills
Portfolio Management, Sales Presentations, Networking, Insurance, Employee Benefits, Account Management, Property, Marketing, Underwriting, Salesforce.com, Team Building, Liability, Professional Liability, Life Insurance, Casualty, Analysis, Customer Service, Cold Calling, Selling, Sales
Education
University of California, Santa Barbara 1999 — 2002
BA, Business Economics
Homestead High School
AIG April 2015 - Present
AIG July 2012 - April 2015
Liberty Mutual Insurance November 2009 - May 2011
Edward Jones June 2008 - October 2009
Enterprise Rent-A-Car April 2002 - April 2008
Skills
Portfolio Management, Sales Presentations, Networking, Insurance, Employee Benefits, Account Management, Property, Marketing, Underwriting, Salesforce.com, Team Building, Liability, Professional Liability, Life Insurance, Casualty, Analysis, Customer Service, Cold Calling, Selling, Sales
Education
University of California, Santa Barbara 1999 — 2002
BA, Business Economics
Homestead High School
Meryl Maglaya Meryl Maglaya's Edward Jones Experience April 2015 - Present
Job Financial Advisor Associate at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones April 2015 - Present
Target Enterprises May 2010 - March 2015
Kaiser Permanente August 2008 - November 2009
Skills
Digital Media, Radio, Broadcast, Advertising, Television, Media Planning, Film, Media Buying, Social Media Marketing, New Media, CRM, Digital Marketing, Integrated Marketing, Social Media
Education
University of California, Riverside 2004 — 2008
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Edward Jones April 2015 - Present
Target Enterprises May 2010 - March 2015
Kaiser Permanente August 2008 - November 2009
Skills
Digital Media, Radio, Broadcast, Advertising, Television, Media Planning, Film, Media Buying, Social Media Marketing, New Media, CRM, Digital Marketing, Integrated Marketing, Social Media
Education
University of California, Riverside 2004 — 2008
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Jennifer Loper Jennifer Loper's Edward Jones Experience November 2004 - August 2007
Job Financial Consultant at Mutual Securities, Inc. Member FINRA, SIPC
Industry Financial Services
Experience
Mutual Securities, Inc. Member FINRA, SIPC August 2007 - Present
Westlake Village Junior Women's Club 2011 - 2012
Edward Jones November 2004 - August 2007
Robert Osher Investment Management March 2001 - October 2004
Palladian Capital Management September 1998 - September 2000
Cramblit & Carney May 1996 - September 1998
Farmers Insurance & Financial Services January 1989 - May 1996
Skills
Investments, Alternative Investments, Retirement Planning, Separately Managed..., Strategic Planning, Wealth Management
Education
University of Southern California 1995 — 1998
MBA, Finance
University of California, Los Angeles 1985 — 1989
B.S., Economics
Mutual Securities, Inc. Member FINRA, SIPC August 2007 - Present
Westlake Village Junior Women's Club 2011 - 2012
Edward Jones November 2004 - August 2007
Robert Osher Investment Management March 2001 - October 2004
Palladian Capital Management September 1998 - September 2000
Cramblit & Carney May 1996 - September 1998
Farmers Insurance & Financial Services January 1989 - May 1996
Skills
Investments, Alternative Investments, Retirement Planning, Separately Managed..., Strategic Planning, Wealth Management
Education
University of Southern California 1995 — 1998
MBA, Finance
University of California, Los Angeles 1985 — 1989
B.S., Economics
Vinay Bharadwa's Edward Jones Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Kevin R. Cox's Edward Jones Experience 2008 - 2009
Job Accomplished Sales & Marketing Professional
Industry Wholesale
Experience
Edward Jones 2008 - 2009
Trane 2005 - 2008
Gemaire Distributors 2004 - 2005
Education
University of Central Florida 1997 — 2000
Bachelor's, Communication / Business
Edward Jones 2008 - 2009
Trane 2005 - 2008
Gemaire Distributors 2004 - 2005
Education
University of Central Florida 1997 — 2000
Bachelor's, Communication / Business
Paul Sebastian Paul Sebastian's Edward Jones Experience June 2014 - August 2014
Job Code Compliance Intern
Industry Defense & Space
Experience
City Hall of Coral Springs May 2015 - August 2015
City Hall of Parkland, Florida May 2015 - August 2015
UCF College of Business August 2014 - May 2015
Edward Jones June 2014 - August 2014
Skills
Microsoft Excel, Financial Markets, Corporate Finance, Communication Skills, Public Speaking, Policy Analysis, Global Leadership, Quantitative Analytics, Teamwork, Microsoft Office, Leadership, Time Management, Customer Service, Communication, Team Leadership, Marketing
Education
University of Central Florida - College of Business Administration 2012 — 2016
Bachelor's Degree, Finance, 3.47/4.0
WU (Vienna University of Economics and Business)
Bachelor’s Degree, Business Exchange Program
City Hall of Coral Springs May 2015 - August 2015
City Hall of Parkland, Florida May 2015 - August 2015
UCF College of Business August 2014 - May 2015
Edward Jones June 2014 - August 2014
Skills
Microsoft Excel, Financial Markets, Corporate Finance, Communication Skills, Public Speaking, Policy Analysis, Global Leadership, Quantitative Analytics, Teamwork, Microsoft Office, Leadership, Time Management, Customer Service, Communication, Team Leadership, Marketing
Education
University of Central Florida - College of Business Administration 2012 — 2016
Bachelor's Degree, Finance, 3.47/4.0
WU (Vienna University of Economics and Business)
Bachelor’s Degree, Business Exchange Program
Adam Vale Cruz's Edward Jones Experience December 2012 - Present
Job Financial Advisor at Edward Jones
Industry Defense & Space
Experience
Edward Jones December 2012 - Present
BAH September 2006 - December 2012
Skills
Management Consulting, Business Process..., Program Management, Requirements Analysis, Organizational Design, Business Analysis, Requirements Management, Finance
Education
University of San Diego 2008 — 2010
Master of Science (MS)
University of California, Riverside 2000 — 2004
BA
Edward Jones December 2012 - Present
BAH September 2006 - December 2012
Skills
Management Consulting, Business Process..., Program Management, Requirements Analysis, Organizational Design, Business Analysis, Requirements Management, Finance
Education
University of San Diego 2008 — 2010
Master of Science (MS)
University of California, Riverside 2000 — 2004
BA
Ed Bagaporo's Edward Jones Experience 2002 - 2003
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Aero-Financial April 2009 - April 2010
Transworld Systems July 2008 - April 2009
Farmers Insurance 2006 - 2007
Mission Federal Credit Union 2005 - 2006
Washington Mutual 2004 - 2005
USBank 2003 - 2004
Edward Jones 2002 - 2003
Mission Federal Credit Union 1992 - 2002
Wells Fargo Bank 1988 - 1992
Education
University of California, Los Angeles 1983 — 1988
BA, Economics
La Puente High School 1981 — 1983
Simon Sanchez Jr & JFK
Aero-Financial April 2009 - April 2010
Transworld Systems July 2008 - April 2009
Farmers Insurance 2006 - 2007
Mission Federal Credit Union 2005 - 2006
Washington Mutual 2004 - 2005
USBank 2003 - 2004
Edward Jones 2002 - 2003
Mission Federal Credit Union 1992 - 2002
Wells Fargo Bank 1988 - 1992
Education
University of California, Los Angeles 1983 — 1988
BA, Economics
La Puente High School 1981 — 1983
Simon Sanchez Jr & JFK
Marc Rossouw's Edward Jones Experience August 2015 - Present
Job Helping achieve your financial goals
Industry Packaging and Containers
Experience
Edward Jones August 2015 - Present
Fusion Packaging October 2009 - August 2015
Helderberg Small Business Solutions, LLC July 2009 - December 2010
MIS Group December 2006 - July 2009
Hostnet December 2006 - June 2008
Planet Tan July 2006 - December 2006
KidKraft February 2003 - May 2006
McGladrey & Pullen February 1998 - January 2003
Skills
Financial Reporting, Accounting, Strategic Planning, Cash Flow, Team Building, Financial Analysis, Forecasting, Microsoft Office, Business Planning, Budgets, Microsoft Excel, Process Improvement, Strategic Financial..., Management, Strategy, Leadership, Manufacturing, Human Resources, Finance, Managerial Finance, Executive Management, Business Strategy, Business Development, Restructuring
Education
University of Cape Town 1991 — 1995
BBusSc, Accounting & Finance
St Stithians College 1986 — 1990
High School
Edward Jones August 2015 - Present
Fusion Packaging October 2009 - August 2015
Helderberg Small Business Solutions, LLC July 2009 - December 2010
MIS Group December 2006 - July 2009
Hostnet December 2006 - June 2008
Planet Tan July 2006 - December 2006
KidKraft February 2003 - May 2006
McGladrey & Pullen February 1998 - January 2003
Skills
Financial Reporting, Accounting, Strategic Planning, Cash Flow, Team Building, Financial Analysis, Forecasting, Microsoft Office, Business Planning, Budgets, Microsoft Excel, Process Improvement, Strategic Financial..., Management, Strategy, Leadership, Manufacturing, Human Resources, Finance, Managerial Finance, Executive Management, Business Strategy, Business Development, Restructuring
Education
University of Cape Town 1991 — 1995
BBusSc, Accounting & Finance
St Stithians College 1986 — 1990
High School
Kelly Conley, MBA's Edward Jones Experience June 1998 - January 2001
Job at CFO Network
Industry Financial Services
Experience
CFO Network July 2009 - Present
University of Arkansas at Little Rock August 2007 - Present
US Bank July 2004 - July 2009
Edfinancial Services 2002 - 2004
PITNEY Bowes 2001 - 2002
Edward Jones June 1998 - January 2001
Arkansas Industrial Machinery 1996 - 1997
US Navy August 1985 - February 1995
Skills
Financial Analysis, Strategy, Investments, Business Planning, Strategic Financial..., Data Analysis, Strategic Planning, Forecasting, Credit, Portfolio Management, Analysis, Mergers & Acquisitions, Banking, Managerial Finance, Financial Reporting, Leadership, Management, Due Diligence, Accounting, Training, Budgets, CRM, Marketing, Contract Negotiation, Sales, Process Improvement, Loans, Time Management, Finance
Education
University of Arkansas at Little Rock 2004 — 2006
Master of Business Administration (M.B.A.)
University of Arkansas at Little Rock 2002 — 2004
BBA, Finance
CFO Network July 2009 - Present
University of Arkansas at Little Rock August 2007 - Present
US Bank July 2004 - July 2009
Edfinancial Services 2002 - 2004
PITNEY Bowes 2001 - 2002
Edward Jones June 1998 - January 2001
Arkansas Industrial Machinery 1996 - 1997
US Navy August 1985 - February 1995
Skills
Financial Analysis, Strategy, Investments, Business Planning, Strategic Financial..., Data Analysis, Strategic Planning, Forecasting, Credit, Portfolio Management, Analysis, Mergers & Acquisitions, Banking, Managerial Finance, Financial Reporting, Leadership, Management, Due Diligence, Accounting, Training, Budgets, CRM, Marketing, Contract Negotiation, Sales, Process Improvement, Loans, Time Management, Finance
Education
University of Arkansas at Little Rock 2004 — 2006
Master of Business Administration (M.B.A.)
University of Arkansas at Little Rock 2002 — 2004
BBA, Finance
Bryan Clegg's Edward Jones Experience January 2007 - September 2013
Job Financial Advisor at Ameriprise
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Edward Jones January 2007 - September 2013
Enterprise Florida January 2004 - December 2006
US Navy September 1996 - September 2002
Boy Scouts of America June 1996 - August 1996
Education
University of Central Florida - College of Business Administration 2003 — 2005
BSBA in Finance
Ameriprise Financial Services, Inc. September 2013 - Present
Edward Jones January 2007 - September 2013
Enterprise Florida January 2004 - December 2006
US Navy September 1996 - September 2002
Boy Scouts of America June 1996 - August 1996
Education
University of Central Florida - College of Business Administration 2003 — 2005
BSBA in Finance
Phil Bonin's Edward Jones Experience July 2003 - April 2004
Job Big Data, Data Visualization, Business Intelligence & Data Exploration
Industry Computer Software
Experience
Tableau Software April 2015 - Present
Skytree® – The Machine Learning Company™ October 2014 - March 2015
MapR Technologies April 2011 - October 2014
Oracle July 2008 - March 2011
Aerotek / Allegis Group May 2004 - June 2008
Edward Jones July 2003 - April 2004
Skills
SaaS, Account Management, Lead Generation, Sales Process, Business Intelligence, Contract Negotiation, Salesforce.com, Big Data, Business Development, Storage, Networking, Management, Virtualization, Cloud Computing, Sales Operations, Selling, Strategic Partnerships, Solution Selling, Enterprise Software, Sales, Recruiting, Hadoop, Leadership, Professional Services, Cold Calling, Integration, Entrepreneurship, Strategy, Oracle
Education
University of California, Davis 1999 — 2003
BA
Monta Vista High School
Diploma
Tableau Software April 2015 - Present
Skytree® – The Machine Learning Company™ October 2014 - March 2015
MapR Technologies April 2011 - October 2014
Oracle July 2008 - March 2011
Aerotek / Allegis Group May 2004 - June 2008
Edward Jones July 2003 - April 2004
Skills
SaaS, Account Management, Lead Generation, Sales Process, Business Intelligence, Contract Negotiation, Salesforce.com, Big Data, Business Development, Storage, Networking, Management, Virtualization, Cloud Computing, Sales Operations, Selling, Strategic Partnerships, Solution Selling, Enterprise Software, Sales, Recruiting, Hadoop, Leadership, Professional Services, Cold Calling, Integration, Entrepreneurship, Strategy, Oracle
Education
University of California, Davis 1999 — 2003
BA
Monta Vista High School
Diploma
Cliff Shum, CFP®'s Edward Jones Experience October 2002 - March 2005
Job Financial Advisor
Industry Financial Services
Experience
Shum Financial Group, Girard Securities,Inc. July 2013 - Present
Edward Jones Investments January 2007 - May 2013
Financial Network April 2005 - January 2007
Edward Jones October 2002 - March 2005
American Express Financial Advisors November 1997 - October 2002
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners
Education
University of California, Los Angeles 2006 — 2006
Personal Financial Planning
University of California, Irvine 1992 — 1996
Bachelors, Economics
Shum Financial Group, Girard Securities,Inc. July 2013 - Present
Edward Jones Investments January 2007 - May 2013
Financial Network April 2005 - January 2007
Edward Jones October 2002 - March 2005
American Express Financial Advisors November 1997 - October 2002
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners
Education
University of California, Los Angeles 2006 — 2006
Personal Financial Planning
University of California, Irvine 1992 — 1996
Bachelors, Economics
James Ahn CFP®, AIF®'s Edward Jones Experience December 2007 - February 2011
Job Relationship Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove June 2012 - Present
Citi Group April 2011 - June 2012
Edward Jones December 2007 - February 2011
Gallant Medical Supply September 2004 - November 2007
The Southwestern Company 2001 - 2004
Education
University of California, Los Angeles 1998 — 2003
Halbert Hargrove June 2012 - Present
Citi Group April 2011 - June 2012
Edward Jones December 2007 - February 2011
Gallant Medical Supply September 2004 - November 2007
The Southwestern Company 2001 - 2004
Education
University of California, Los Angeles 1998 — 2003
James Soukup's Edward Jones Experience July 2005 - May 2006
Job Financial Advisor at BMO Harris
Industry Financial Services
Experience
BMO Harris Financial Advisors July 2014 - Present
Merrill Lynch July 2010 - July 2014
Edward Jones July 2005 - May 2006
Skills
Series 7, Financial Analysis, Investments, Mutual Funds, financial advisor, Series 63, Wealth Management, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Retirement Planning, Strategic Planning, Financial Planning, Investment Advisory, Retirement, Financial Services, Customer Service, Estate Planning, Microsoft Office, Securities, Certified Financial...
Education
University of Arkansas 2003 — 2005
University of Nebraska at Kearney 1999 — 2003
B.S. Business, Marketing
BMO Harris Financial Advisors July 2014 - Present
Merrill Lynch July 2010 - July 2014
Edward Jones July 2005 - May 2006
Skills
Series 7, Financial Analysis, Investments, Mutual Funds, financial advisor, Series 63, Wealth Management, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Retirement Planning, Strategic Planning, Financial Planning, Investment Advisory, Retirement, Financial Services, Customer Service, Estate Planning, Microsoft Office, Securities, Certified Financial...
Education
University of Arkansas 2003 — 2005
University of Nebraska at Kearney 1999 — 2003
B.S. Business, Marketing
Brandi Fisher's Edward Jones Experience October 2013 - Present
Job Compliance Service Team LeaderEdward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Edward Jones December 2002 - October 2013
Charles Schwab 2000 - 2001
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1999
Education
Webster University 2001 — 2003
MBA
University of Central Florida 1995 — 1997
Edward Jones October 2013 - Present
Edward Jones December 2002 - October 2013
Charles Schwab 2000 - 2001
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1999
Education
Webster University 2001 — 2003
MBA
University of Central Florida 1995 — 1997
Jonathan Israel's Edward Jones Experience September 2006 - April 2011
Job Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc. April 2011 - Present
Edward Jones September 2006 - April 2011
Education
University of California, San Diego 2004 — 2006
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. April 2011 - Present
Edward Jones September 2006 - April 2011
Education
University of California, San Diego 2004 — 2006
Bachelor of Arts (B.A.), Economics
Juan Vishnivetz's Edward Jones Experience October 2008 - Present
Job Senior Analyst Programmer Advisory Solution at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2008 - Present
Farmers Insurance December 2000 - September 2008
Skills
Mainframe programer, Fixed Income, Business Analysis, Equities, Portfolio Management, SDLC, VBA
Education
University of Buenos Aires 1972 — 1981
Edward Jones October 2008 - Present
Farmers Insurance December 2000 - September 2008
Skills
Mainframe programer, Fixed Income, Business Analysis, Equities, Portfolio Management, SDLC, VBA
Education
University of Buenos Aires 1972 — 1981
Derrick Dohmen's Edward Jones Experience August 2006 - May 2011
Job President at Dohmen Investments & Financial Planning
Industry Financial Services
Experience
Dohmen Investments & Financial Planning May 2011 - Present
Edward Jones August 2006 - May 2011
Skills
Retirement Planning, Asset Management, Investments, Life Insurance, College Savings Plans, Disability Insurance, Finance, Mutual Funds, Series 7, Retirement, IRAs, Wealth Management, Asset Allocation, 401k
Education
University of Central Florida - College of Business Administration
Bachelor of Science Business Administration, Finance
Dohmen Investments & Financial Planning May 2011 - Present
Edward Jones August 2006 - May 2011
Skills
Retirement Planning, Asset Management, Investments, Life Insurance, College Savings Plans, Disability Insurance, Finance, Mutual Funds, Series 7, Retirement, IRAs, Wealth Management, Asset Allocation, 401k
Education
University of Central Florida - College of Business Administration
Bachelor of Science Business Administration, Finance
Joy Albright's Edward Jones Experience June 2002 - September 2005
Job Accounting Professional
Industry Accounting
Experience
Albright Notary March 2005 - Present
KBC Networks 2008 - 2014
Albright Accounting June 2002 - January 2011
Edward Jones June 2002 - September 2005
Education
University of California, Los Angeles 1980 — 1983
Bachelor of Science (BS), Kinesiology and Exercise Science
El Toro High
Albright Notary March 2005 - Present
KBC Networks 2008 - 2014
Albright Accounting June 2002 - January 2011
Edward Jones June 2002 - September 2005
Education
University of California, Los Angeles 1980 — 1983
Bachelor of Science (BS), Kinesiology and Exercise Science
El Toro High
Robert Jones Jr's Edward Jones Experience March 2013 - July 2013
Job Business Developer and Sales Executive
Industry Logistics and Supply Chain
Experience
United Truck Rental & Leasing, INC February 2014 - March 2015
Snelling Staffing September 2013 - March 2015
Edward Jones March 2013 - July 2013
UEI College (International Education Corporation) January 2011 - July 2012
UEI College (International Education Corporation) January 2009 - December 2010
IES International Education Services July 2007 - December 2008
Nova (Jibun Mirai Associe Co. Ltd) March 2006 - July 2007
Shamrock Displays January 2004 - February 2006
GE Capital March 1999 - December 2003
Deutsche Bank March 1999 - April 2000
Skills
Intermediate Japanese, Business Relationship..., Negotiation, Training & Development, Financial Analysis, Business Development, Curriculum Management, Business Plan..., Entrepreneurship, Employee Training, Business Planning, Curriculum Design, Management, Microsoft Office, Higher Education, Coaching, Leadership, Staff Development, Admissions, Resume Writing, Enrollment Management, Marketing, Teamwork, Program Management, Public Speaking, Customer Service, Teaching, Time Management, Training, Leadership Development, Sales Operations, Career Counseling, Curriculum Development, Adult Education, Career Development, Interviews, Student Recruiting, E-Learning, Networking, Strategy, Conflict Resolution, Team Building, Instructional Design, Risk Management, Recruiting, College Recruiting, Student Financial Aid, Hiring, Sales, PowerPoint
Education
University of California, Santa Barbara 1992 — 1996
BA, Business Economics
United Truck Rental & Leasing, INC February 2014 - March 2015
Snelling Staffing September 2013 - March 2015
Edward Jones March 2013 - July 2013
UEI College (International Education Corporation) January 2011 - July 2012
UEI College (International Education Corporation) January 2009 - December 2010
IES International Education Services July 2007 - December 2008
Nova (Jibun Mirai Associe Co. Ltd) March 2006 - July 2007
Shamrock Displays January 2004 - February 2006
GE Capital March 1999 - December 2003
Deutsche Bank March 1999 - April 2000
Skills
Intermediate Japanese, Business Relationship..., Negotiation, Training & Development, Financial Analysis, Business Development, Curriculum Management, Business Plan..., Entrepreneurship, Employee Training, Business Planning, Curriculum Design, Management, Microsoft Office, Higher Education, Coaching, Leadership, Staff Development, Admissions, Resume Writing, Enrollment Management, Marketing, Teamwork, Program Management, Public Speaking, Customer Service, Teaching, Time Management, Training, Leadership Development, Sales Operations, Career Counseling, Curriculum Development, Adult Education, Career Development, Interviews, Student Recruiting, E-Learning, Networking, Strategy, Conflict Resolution, Team Building, Instructional Design, Risk Management, Recruiting, College Recruiting, Student Financial Aid, Hiring, Sales, PowerPoint
Education
University of California, Santa Barbara 1992 — 1996
BA, Business Economics
Faubert,James L's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
University of Central Florida - College of Business Administration 1982 — 1985
Edward Jones
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
University of Central Florida - College of Business Administration 1982 — 1985
Chuck Hawley's Edward Jones Experience May 2009 - May 2010
Job Benefits Accountant at Tyson Foods
Industry Accounting
Experience
Tyson Foods June 2013 - Present
United States Air Force - ANG June 1997 - Present
FROST, PLLC January 2012 - May 2013
State of Arkansas June 2010 - December 2011
Edward Jones May 2009 - May 2010
Education
University of Arkansas at Fayetteville 1998 — 2008
BSBA, Accounting & Financial Management
Tyson Foods June 2013 - Present
United States Air Force - ANG June 1997 - Present
FROST, PLLC January 2012 - May 2013
State of Arkansas June 2010 - December 2011
Edward Jones May 2009 - May 2010
Education
University of Arkansas at Fayetteville 1998 — 2008
BSBA, Accounting & Financial Management
Moses Lin's Edward Jones Experience March 2010 - March 2012
Job VP Citi Personal Wealth Management at Citi
Industry Financial Services
Experience
Citi April 2012 - Present
Edward Jones March 2010 - March 2012
Just Mortgage October 2008 - March 2010
Indymac Bank February 1997 - July 2008
Skills
Mortgage, Retirement Planning, B2B, Financial Planning, Mortgage Lending, Series 7, Mortgage Banking, 401k, IRAs, Construction Loans, Reverse Mortgages, FHA financing, Commercial Lending, FHA, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Wealth Management, Investments, Insurance, High Net Worth..., Series 66, Loan Origination, Strategic Financial..., Loans, Credit, Refinance
Education
University of California, Los Angeles 1994 — 1996
BA, Economics
Citi April 2012 - Present
Edward Jones March 2010 - March 2012
Just Mortgage October 2008 - March 2010
Indymac Bank February 1997 - July 2008
Skills
Mortgage, Retirement Planning, B2B, Financial Planning, Mortgage Lending, Series 7, Mortgage Banking, 401k, IRAs, Construction Loans, Reverse Mortgages, FHA financing, Commercial Lending, FHA, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Wealth Management, Investments, Insurance, High Net Worth..., Series 66, Loan Origination, Strategic Financial..., Loans, Credit, Refinance
Education
University of California, Los Angeles 1994 — 1996
BA, Economics
Denise Claridy's Edward Jones Experience March 2006 - November 2006
Job IT Project Manager/Business Analyst
Industry Financial Services
Experience
Trilogy Global Advisors, LLC April 2007 - Present
United American Insurance January 2007 - April 2007
Thyme 2 Cook Personal Chef and Catering 1997 - 2007
Edward Jones March 2006 - November 2006
Trusco Capital Management (formerly STI Capital Management) January 2000 - February 2006
STI Capital Management (formerly Suntrust Trust & Investments) January 1984 - January 2000
Education
University of Central Florida
BS
New Horizons
New Horizons
Trilogy Global Advisors, LLC April 2007 - Present
United American Insurance January 2007 - April 2007
Thyme 2 Cook Personal Chef and Catering 1997 - 2007
Edward Jones March 2006 - November 2006
Trusco Capital Management (formerly STI Capital Management) January 2000 - February 2006
STI Capital Management (formerly Suntrust Trust & Investments) January 1984 - January 2000
Education
University of Central Florida
BS
New Horizons
New Horizons
Eric Connella's Edward Jones Experience September 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1998 - Present
Education
BA 1986 — 1990
Bachelor of Science, Political Science
UCI
Bachelor of Science, Political Science
Edward Jones September 1998 - Present
Education
BA 1986 — 1990
Bachelor of Science, Political Science
UCI
Bachelor of Science, Political Science
Elizabeth Knier's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Hogan Lovells May 2013 - October 2014
The Princeton Pantry and Bait & Switch Sportfishing August 2010 - October 2012
Law Offices of Elizabeth Knier January 2006 - January 2012
Heller Ehrman 1993 - 1998
Debevoise & Plimpton 1992 - 1993
Latham & Watkins 1991 - 1992
ARCO 1987 - 1988
Skills
Financial Planning, Strategic Planning, Public Speaking, Commercial Litigation, Civil Litigation, Litigation, Competition Law, Corporate Law, Legal Writing, Intellectual Property, Customer Service, Joint Ventures, Negotiation, Licensing, Corporate Governance, Business Development, Securities Litigation, Marketing Strategy, Marketing
Education
University of Chicago Law School 1988 — 1991
JD
University of California, Los Angeles 1983 — 1987
BA, Psychology, cum laude
Edward Jones November 2014 - Present
Hogan Lovells May 2013 - October 2014
The Princeton Pantry and Bait & Switch Sportfishing August 2010 - October 2012
Law Offices of Elizabeth Knier January 2006 - January 2012
Heller Ehrman 1993 - 1998
Debevoise & Plimpton 1992 - 1993
Latham & Watkins 1991 - 1992
ARCO 1987 - 1988
Skills
Financial Planning, Strategic Planning, Public Speaking, Commercial Litigation, Civil Litigation, Litigation, Competition Law, Corporate Law, Legal Writing, Intellectual Property, Customer Service, Joint Ventures, Negotiation, Licensing, Corporate Governance, Business Development, Securities Litigation, Marketing Strategy, Marketing
Education
University of Chicago Law School 1988 — 1991
JD
University of California, Los Angeles 1983 — 1987
BA, Psychology, cum laude
Kerry Garcia's Edward Jones Experience July 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2003 - Present
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
MBA
University of Northern Iowa 1987 — 1991
BA, Accounting
Edward Jones July 2003 - Present
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
MBA
University of Northern Iowa 1987 — 1991
BA, Accounting
Brian Creencia's Edward Jones Experience December 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
CACI International Inc September 2012 - January 2015
CACI International Inc March 2010 - December 2013
CACI International Inc June 2012 - October 2012
CACI International Inc October 2009 - June 2012
CACI International Inc October 2008 - October 2009
Union Bank March 2008 - July 2008
Skills
Leadership, Teaching, Public Speaking, Team Leadership, Communication Skills, Persuasiveness, Team Management, Staff Development, Goal Setting, Manage Client..., Client Relations Skills, Increase Productivity, Goal Oriented, Personal Budgeting, Entrepreneurship, Cartography, GIS, Project Management, Business Planning, Guitar, Singing, Music, Music Production, Recording, Songwriting, Music Theory, Guitarist, Composition, Music Education
Education
University of California, San Diego 2003 — 2007
Bachelor of Science, Psychology
Dale Carnegie 2013 — 2013
Communications and Human Relations / Skills for Success
CACI 2014 — 2015
Emerging Leaders Program
Semester at Sea 2005 — 2005
Global Studies, World Exploration
Edward Jones December 2014 - Present
CACI International Inc September 2012 - January 2015
CACI International Inc March 2010 - December 2013
CACI International Inc June 2012 - October 2012
CACI International Inc October 2009 - June 2012
CACI International Inc October 2008 - October 2009
Union Bank March 2008 - July 2008
Skills
Leadership, Teaching, Public Speaking, Team Leadership, Communication Skills, Persuasiveness, Team Management, Staff Development, Goal Setting, Manage Client..., Client Relations Skills, Increase Productivity, Goal Oriented, Personal Budgeting, Entrepreneurship, Cartography, GIS, Project Management, Business Planning, Guitar, Singing, Music, Music Production, Recording, Songwriting, Music Theory, Guitarist, Composition, Music Education
Education
University of California, San Diego 2003 — 2007
Bachelor of Science, Psychology
Dale Carnegie 2013 — 2013
Communications and Human Relations / Skills for Success
CACI 2014 — 2015
Emerging Leaders Program
Semester at Sea 2005 — 2005
Global Studies, World Exploration
Roxanne Dority's Edward Jones Experience 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones 2010 - Present
Learning Disabilities Associationof Arkansas September 2010 - July 2012
Education
University of Arkansas at Monticello 1982 — 1986
Bachelor's degree, Marketing
Webster University
Master of Business Administration (M.B.A.)
Edward Jones 2010 - Present
Learning Disabilities Associationof Arkansas September 2010 - July 2012
Education
University of Arkansas at Monticello 1982 — 1986
Bachelor's degree, Marketing
Webster University
Master of Business Administration (M.B.A.)
Jeff Hannan's Edward Jones Experience September 1998 - December 2000
Job Senior Account Analyst at ArcBest Technologies
Industry Information Technology and Services
Experience
ArcBest Technologies March 2001 - Present
Express Scripts January 2001 - March 2001
Solution Consultants September 1998 - March 2001
Edward Jones September 1998 - December 2000
Data-Tronics Corp. July 1994 - August 1998
Monsanto July 1993 - January 1994
Skills
COBOL, VB.NET, DB2, .NET, Visual Studio, C#, Business Analysis, Software Development, Software Engineering, Visual Basic, Programming, Software Project..., Database Design
Education
University of Arkansas 1995 — 1997
Master, General Business
University of Arkansas 1990 — 1994
Bachelor, Computer Information System
ArcBest Technologies March 2001 - Present
Express Scripts January 2001 - March 2001
Solution Consultants September 1998 - March 2001
Edward Jones September 1998 - December 2000
Data-Tronics Corp. July 1994 - August 1998
Monsanto July 1993 - January 1994
Skills
COBOL, VB.NET, DB2, .NET, Visual Studio, C#, Business Analysis, Software Development, Software Engineering, Visual Basic, Programming, Software Project..., Database Design
Education
University of Arkansas 1995 — 1997
Master, General Business
University of Arkansas 1990 — 1994
Bachelor, Computer Information System
Radhika Narain's Edward Jones Experience December 2006 - July 2007
Job Market Research & Client Servicing
Industry Financial Services
Experience
Drshti Strategic Research Services Pvt. Ltd. September 2010 - May 2013
Cedar Partners May 2008 - October 2009
Edward Jones December 2006 - July 2007
Edward Jones April 2004 - January 2005
Skills
Back Office, Financial Services, Business Strategy, Strategy, Team Management, Market Research, Risk Management, Middle Office, Customer Insight, Finance, Accounting, Business Analysis, Business Development, Business Planning, Analysis
Education
University of Missouri-Saint Louis 2001 — 2003
MBA, Finance
Institute of Chartered Accountants of India, Calcutta 1984 — 1988
ACA, Accounts, Audit, Finance
University of Calcutta 1983 — 1986
Bcom, Accounts, Audit, Finance
Drshti Strategic Research Services Pvt. Ltd. September 2010 - May 2013
Cedar Partners May 2008 - October 2009
Edward Jones December 2006 - July 2007
Edward Jones April 2004 - January 2005
Skills
Back Office, Financial Services, Business Strategy, Strategy, Team Management, Market Research, Risk Management, Middle Office, Customer Insight, Finance, Accounting, Business Analysis, Business Development, Business Planning, Analysis
Education
University of Missouri-Saint Louis 2001 — 2003
MBA, Finance
Institute of Chartered Accountants of India, Calcutta 1984 — 1988
ACA, Accounts, Audit, Finance
University of Calcutta 1983 — 1986
Bcom, Accounts, Audit, Finance
Heidi Stilwell's Edward Jones Experience April 2008 - February 2009
Job National Strategic Account Executive at Yardi Systems
Industry Accounting
Experience
Yardi Systems February 2009 - Present
Edward Jones April 2008 - February 2009
Citrix Online November 2000 - February 2006
Skills
Asset Managment, Enterprise Software, Solution Selling, Financial Analysis, Forecasting, Accounting, Sales Process, Budgets, Business Analysis, Business Development, Financial Modeling, Investments, Process Improvement, New Business Development, Sales Management, Portfolio Management, CRM, Due Diligence
Education
University of the Pacific - Eberhardt School of Business 1979 — 1982
BS, Business Finance
UCSB
Accounting and Business/Management
Yardi Systems February 2009 - Present
Edward Jones April 2008 - February 2009
Citrix Online November 2000 - February 2006
Skills
Asset Managment, Enterprise Software, Solution Selling, Financial Analysis, Forecasting, Accounting, Sales Process, Budgets, Business Analysis, Business Development, Financial Modeling, Investments, Process Improvement, New Business Development, Sales Management, Portfolio Management, CRM, Due Diligence
Education
University of the Pacific - Eberhardt School of Business 1979 — 1982
BS, Business Finance
UCSB
Accounting and Business/Management
Sasha Mariolo's Edward Jones Experience October 2005 - November 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2005 - November 2008
Education
University of California, Santa Barbara 2000 — 2003
MA, Economics
Edward Jones October 2005 - November 2008
Education
University of California, Santa Barbara 2000 — 2003
MA, Economics
Lena Harness's Edward Jones Experience June 2002 - March 2014
Job Asst. Vice President (IT) Business Relationship Mgmt Compliance & Regulatory for Banking/Brokerage at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Edward Jones June 2002 - March 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Skills
Retirement Planning, Employee Benefits, Series 7, Securities, Leadership, Compliance, SDLC, Project Management, Mentoring, Contract Negotiation, Applications..., Vendor Management, Management, Business Requirements, Analytics, Strategy, Financial Regulation, PeopleSoft, KYC
Education
University of Arkansas 1998 — 2000
Masters, Management of Information Systems
University of Arkansas at Little Rock 1991 — 1996
Bachelors, Computer Information Systems & Quantitative Analysis
Scottrade March 2014 - Present
Edward Jones June 2002 - March 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Skills
Retirement Planning, Employee Benefits, Series 7, Securities, Leadership, Compliance, SDLC, Project Management, Mentoring, Contract Negotiation, Applications..., Vendor Management, Management, Business Requirements, Analytics, Strategy, Financial Regulation, PeopleSoft, KYC
Education
University of Arkansas 1998 — 2000
Masters, Management of Information Systems
University of Arkansas at Little Rock 1991 — 1996
Bachelors, Computer Information Systems & Quantitative Analysis
Ginny Moss's Edward Jones Experience January 2014 - Present
Job Financial Advisor | Account Manager
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Pacific Pulmonary Services September 2011 - December 2013
Medic Home Healthcare February 2010 - July 2011
Millenium Bowl July 2009 - April 2010
C.H. Robinson Worldwide, Inc. August 2008 - October 2009
Beef O' Brady's Family Sports Pub December 2005 - June 2009
Skills
Sales, Selling, Customer Service, Sales Management, Healthcare, Sales Operations, Team Building, Account Management, Marketing, Training, Microsoft Office, Public Speaking, Leadership, Strategic Planning, Microsoft Excel, Process Improvement, Event Planning, Employee Training, New Business Development
Education
University of Central Arkansas 2003 — 2008
Bachelor of Arts in Communication, Speech Communication, GPA: 3.6
Edward Jones January 2014 - Present
Pacific Pulmonary Services September 2011 - December 2013
Medic Home Healthcare February 2010 - July 2011
Millenium Bowl July 2009 - April 2010
C.H. Robinson Worldwide, Inc. August 2008 - October 2009
Beef O' Brady's Family Sports Pub December 2005 - June 2009
Skills
Sales, Selling, Customer Service, Sales Management, Healthcare, Sales Operations, Team Building, Account Management, Marketing, Training, Microsoft Office, Public Speaking, Leadership, Strategic Planning, Microsoft Excel, Process Improvement, Event Planning, Employee Training, New Business Development
Education
University of Central Arkansas 2003 — 2008
Bachelor of Arts in Communication, Speech Communication, GPA: 3.6
Jason Thiessen's Edward Jones Experience March 2013 - Present
Job Sr. Product Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Invesco August 2010 - May 2012
Northbridge Financial Corporation (Markel Insurance) January 2004 - August 2010
Skills
Product Development..., Strategy & Planning, Innovation, Product Marketing, Business and Market..., Leadership, Marketing Communications, Business Analysis, Project Management, Highly..., Creative and Analytical, Team Leadership, Competitive Analysis, Product Development, Change Management, Management, Program Management, Marketing, Marketing Strategy, Process Improvement, Team Building, Strategy, Cross-functional Team..., Customer Service, Product Management, Strategic Planning
Education
Product Development and Management Association 2007 — 2008
NPDP Certification
University of Calgary 1989 — 1994
B.Comm., Marketing
Edward Jones March 2013 - Present
Invesco August 2010 - May 2012
Northbridge Financial Corporation (Markel Insurance) January 2004 - August 2010
Skills
Product Development..., Strategy & Planning, Innovation, Product Marketing, Business and Market..., Leadership, Marketing Communications, Business Analysis, Project Management, Highly..., Creative and Analytical, Team Leadership, Competitive Analysis, Product Development, Change Management, Management, Program Management, Marketing, Marketing Strategy, Process Improvement, Team Building, Strategy, Cross-functional Team..., Customer Service, Product Management, Strategic Planning
Education
Product Development and Management Association 2007 — 2008
NPDP Certification
University of Calgary 1989 — 1994
B.Comm., Marketing
William Busby's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2015 - Present
Gadberry Financial Group September 2014 - July 2015
Scottrade February 2012 - September 2014
Edward Jones April 2010 - November 2011
Allstate September 2009 - May 2010
Skills
Personal Financial..., Asset Allocation, Estate Planning, Life Insurance, Investments
Education
University of Central Arkansas 2005 — 2010
Bachelor of Business Administration (BBA), Insurance and Risk Management
Edward Jones July 2015 - Present
Gadberry Financial Group September 2014 - July 2015
Scottrade February 2012 - September 2014
Edward Jones April 2010 - November 2011
Allstate September 2009 - May 2010
Skills
Personal Financial..., Asset Allocation, Estate Planning, Life Insurance, Investments
Education
University of Central Arkansas 2005 — 2010
Bachelor of Business Administration (BBA), Insurance and Risk Management
Brooks Browning's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Arkansas Attorney General September 2010 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Negotiation
Education
University of Arkansas at Little Rock 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government, 3.95 GPA
Edward Jones September 2014 - Present
Arkansas Attorney General September 2010 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Negotiation
Education
University of Arkansas at Little Rock 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government, 3.95 GPA
Kirsten Bartholomew's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
University of Southern California
MBA, Corporate Finance
Edward Jones March 2014 - Present
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
University of Southern California
MBA, Corporate Finance
Dianelle Amin's Edward Jones Experience December 2002 - March 2005
Job Integrative Nutrition Health Coach at Live Life True
Industry
Experience
Live Life True January 2013 - Present
Edward Jones December 2002 - March 2005
Chubb 1995 - 2001
Hartford Financial Services Group 1990 - 1996
Education
Institute of Integrative Nutrition 2012 — 2013
Certificate, Integrative Nutrition Health Coach
University of San Francisco 1998 — 2001
Master's degree, Human Resources and Organization Development
University of California, Riverside 1986 — 1990
BS, Business Administration
Live Life True January 2013 - Present
Edward Jones December 2002 - March 2005
Chubb 1995 - 2001
Hartford Financial Services Group 1990 - 1996
Education
Institute of Integrative Nutrition 2012 — 2013
Certificate, Integrative Nutrition Health Coach
University of San Francisco 1998 — 2001
Master's degree, Human Resources and Organization Development
University of California, Riverside 1986 — 1990
BS, Business Administration
Dan'Elle Bellamy's Edward Jones Experience March 2013 - September 2013
Job Insurance Agent at Allstate
Industry Higher Education
Experience
Allstate August 2014 - Present
Seminole County Public Schools March 2014 - Present
Seminole County Public Schools February 2014 - Present
Edward Jones March 2013 - September 2013
Tru-Valu Drugs March 2007 - March 2013
University of Central Florida May 2008 - December 2012
Amway Global 2010 - 2011
Skills
Public Speaking, PowerPoint, Social Media, Event Planning, Microsoft Office, Event Management, Research, Microsoft Excel, Facebook, Fundraising, Marketing, Customer Service, Microsoft Word, Higher Education
Education
University of Central Florida - College of Business Administration 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations and Finance
University of Central Florida 2008 — 2010
Bachelor of Science (BS), Sports and Exercise
Allstate August 2014 - Present
Seminole County Public Schools March 2014 - Present
Seminole County Public Schools February 2014 - Present
Edward Jones March 2013 - September 2013
Tru-Valu Drugs March 2007 - March 2013
University of Central Florida May 2008 - December 2012
Amway Global 2010 - 2011
Skills
Public Speaking, PowerPoint, Social Media, Event Planning, Microsoft Office, Event Management, Research, Microsoft Excel, Facebook, Fundraising, Marketing, Customer Service, Microsoft Word, Higher Education
Education
University of Central Florida - College of Business Administration 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations and Finance
University of Central Florida 2008 — 2010
Bachelor of Science (BS), Sports and Exercise
Donna Yom's Edward Jones Experience March 2014 - August 2014
Job Business Development Admin at WhatsApp Inc.
Industry Financial Services
Experience
WhatsApp Inc. December 2014 - Present
Edward Jones March 2014 - August 2014
Yahoo! May 2012 - March 2014
Yahoo! August 2011 - May 2012
Yahoo! April 2010 - August 2011
Jones Lang LaSalle March 2009 - April 2010
WorkforceLogic September 2008 - March 2009
Coffee Aroma June 2003 - September 2006
Skills
Outlook, Word, PowerPoint, Excel, Quickbooks, Administrative Support, Administrative..., Microsoft Excel, Microsoft Word, Invoicing, Customer Satisfaction, Accounts Payable
Education
University of California, Davis 2006 — 2008
Bachelors of Science, Managerial Economics
WhatsApp Inc. December 2014 - Present
Edward Jones March 2014 - August 2014
Yahoo! May 2012 - March 2014
Yahoo! August 2011 - May 2012
Yahoo! April 2010 - August 2011
Jones Lang LaSalle March 2009 - April 2010
WorkforceLogic September 2008 - March 2009
Coffee Aroma June 2003 - September 2006
Skills
Outlook, Word, PowerPoint, Excel, Quickbooks, Administrative Support, Administrative..., Microsoft Excel, Microsoft Word, Invoicing, Customer Satisfaction, Accounts Payable
Education
University of California, Davis 2006 — 2008
Bachelors of Science, Managerial Economics
Nina Jennings's Edward Jones Experience August 2012 - Present
Job
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Raymond James Financial Inc. April 1992 - April 2012
Education
University of California, Berkeley 1983 — 1987
PEIS and French
University of California, Berkeley 1983 — 1987
PEIS and French
Edward Jones August 2012 - Present
Raymond James Financial Inc. April 1992 - April 2012
Education
University of California, Berkeley 1983 — 1987
PEIS and French
University of California, Berkeley 1983 — 1987
PEIS and French
Marge Chamberlain's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Mutual Funds, Portfolio Management, Saving for Education, Retirement Planning, Underwriting, Insurance, Disability Insurance, Health Insurance, Life Insurance, Small Business, 401k Rollovers, Employee Benefits, Financial Advisory, Strategic Financial..., Estate Planning, Fixed Annuities
Education
University of California, Santa Barbara
Bachelor's degree, Law and Society
Edward Jones
Skills
Mutual Funds, Portfolio Management, Saving for Education, Retirement Planning, Underwriting, Insurance, Disability Insurance, Health Insurance, Life Insurance, Small Business, 401k Rollovers, Employee Benefits, Financial Advisory, Strategic Financial..., Estate Planning, Fixed Annuities
Education
University of California, Santa Barbara
Bachelor's degree, Law and Society
Stephen Tavano's Edward Jones Experience January 2014 - Present
Job Edward Jones Financial Services
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Tavano & Associates LLC May 1980 - Present
NYC Department of Education September 1993 - June 2012
Skills
Teaching, Staff Development, Curriculum Design, Educational Leadership, Tutoring, Curriculum Development, Public Speaking, Teacher Training, Classroom, Higher Education, Research, Customer Service, Sales, New Business Development, Marketing Strategy, Community Outreach, Management, Sales Management, Budgets, Strategic Planning, Lesson Planning, Leadership, Nonprofits
Education
Pace University 1992 — 1993
Teaching Certifications - Mathematics & Business, Health and Physical Education/Fitness
University of Bridgeport 1974 — 1978
Master of Business Administration (MBA), Marketing/Marketing Management, General
Edward Jones January 2014 - Present
Tavano & Associates LLC May 1980 - Present
NYC Department of Education September 1993 - June 2012
Skills
Teaching, Staff Development, Curriculum Design, Educational Leadership, Tutoring, Curriculum Development, Public Speaking, Teacher Training, Classroom, Higher Education, Research, Customer Service, Sales, New Business Development, Marketing Strategy, Community Outreach, Management, Sales Management, Budgets, Strategic Planning, Lesson Planning, Leadership, Nonprofits
Education
Pace University 1992 — 1993
Teaching Certifications - Mathematics & Business, Health and Physical Education/Fitness
University of Bridgeport 1974 — 1978
Master of Business Administration (MBA), Marketing/Marketing Management, General
Arash Mohammadzadeh's Edward Jones Experience March 2015 - Present
Job
Industry Investment Management
Experience
Edward Jones March 2015 - Present
Bank of America April 2007 - September 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Stock Management, Investments, Investment Properties, Portfolio Management, Financial Analysis
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Political Science and Government
Edward Jones March 2015 - Present
Bank of America April 2007 - September 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Stock Management, Investments, Investment Properties, Portfolio Management, Financial Analysis
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Political Science and Government
Charlotte Brill's Edward Jones Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Robert Half International March 1999 - September 2010
Education
University of California, Santa Barbara 1983 — 1985
Bachelor's degree, Communication Studies
Edward Jones September 2010 - Present
Robert Half International March 1999 - September 2010
Education
University of California, Santa Barbara 1983 — 1985
Bachelor's degree, Communication Studies
Howard Moyes's Edward Jones Experience 2001 - 2002
Job Executive Director at Oregon Board of Tax Practitioners
Industry Government Administration
Experience
Oregon Board of Tax Practitioners June 2015 - Present
FL Department of Revenue January 2007 - May 2015
FL Department of Revenue 2002 - 2007
Edward Jones 2001 - 2002
Council of State Governments 1995 - 2001
Midway College 1998 - 2000
Center for International & Security Studies 1993 - 1995
Education
University of Maryland College Park 1993 — 1995
Master's degree
University of California, San Diego 1989 — 1993
Bachelor's degree
Oregon Board of Tax Practitioners June 2015 - Present
FL Department of Revenue January 2007 - May 2015
FL Department of Revenue 2002 - 2007
Edward Jones 2001 - 2002
Council of State Governments 1995 - 2001
Midway College 1998 - 2000
Center for International & Security Studies 1993 - 1995
Education
University of Maryland College Park 1993 — 1995
Master's degree
University of California, San Diego 1989 — 1993
Bachelor's degree
Frank DePasquale's Edward Jones Experience March 2009 - September 2011
Job Financial & Banking Professional
Industry Financial Services
Experience
Edward Jones March 2009 - September 2011
Omni National Bank March 2005 - September 2008
Wells Fargo Financial April 2004 - March 2005
ORIX September 2002 - April 2004
Citi May 2001 - June 2002
GE Capital February 1996 - May 2001
Education
University of California, Davis
Bachelor's of Science, Agricultural Economics - Managerial
Edward Jones March 2009 - September 2011
Omni National Bank March 2005 - September 2008
Wells Fargo Financial April 2004 - March 2005
ORIX September 2002 - April 2004
Citi May 2001 - June 2002
GE Capital February 1996 - May 2001
Education
University of California, Davis
Bachelor's of Science, Agricultural Economics - Managerial
Bradley Rees's Edward Jones Experience March 2013 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Wells Fargo June 2010 - February 2013
Skills
Credit, Mortgage Lending, Banking, Customer Service, Leadership, Loan Origination, Loans, Mortgage Banking, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds
Education
University of Central Florida 2000 — 2009
Bachelor of Arts (B.A.), Interdisciplinary Studies
Edward Jones March 2013 - Present
Wells Fargo June 2010 - February 2013
Skills
Credit, Mortgage Lending, Banking, Customer Service, Leadership, Loan Origination, Loans, Mortgage Banking, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds
Education
University of Central Florida 2000 — 2009
Bachelor of Arts (B.A.), Interdisciplinary Studies
Ryan Barraza's Edward Jones Experience March 2005 - Present
Job Finance at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2005 - Present
Education
UC San Diego 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
La Jolla Country Day 1994 — 1998
GED
Edward Jones March 2005 - Present
Education
UC San Diego 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
La Jolla Country Day 1994 — 1998
GED
Kole Woodell's Edward Jones Experience February 2014 - May 2014
Job Financial Analyst at Mercy
Industry Health, Wellness and Fitness
Experience
Mercy April 2015 - Present
Faith Journey Fellowship January 2011 - Present
Edward Jones February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Teamwork, Time Management
Education
University of Arkansas at Fayetteville 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.76
Mercy April 2015 - Present
Faith Journey Fellowship January 2011 - Present
Edward Jones February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Teamwork, Time Management
Education
University of Arkansas at Fayetteville 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.76
Wendy Kimbrough's Edward Jones Experience February 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Sonshine School 2007 - 2010
South Beach Family Care 2003 - 2004
University Christian School 2002 - 2003
Education
University of Arkansas at Little Rock
Bachelor of Science (BS), Public Health Education and Promotion
University of Arkansas at Fayetteville
Edward Jones February 2010 - Present
Sonshine School 2007 - 2010
South Beach Family Care 2003 - 2004
University Christian School 2002 - 2003
Education
University of Arkansas at Little Rock
Bachelor of Science (BS), Public Health Education and Promotion
University of Arkansas at Fayetteville
Tony Baldridge's Edward Jones Experience March 1997 - Present
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1997 - Present
MasterCard June 1987 - March 1997
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Management, Risk Management, Strategy, Leadership
Education
Washington University in St. Louis 2000 — 2002
Executive MBA, Business/Managerial Economics
University of Arkansas 1979 — 1982
BS Computer Science, Information Technology
Edward Jones March 1997 - Present
MasterCard June 1987 - March 1997
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Management, Risk Management, Strategy, Leadership
Education
Washington University in St. Louis 2000 — 2002
Executive MBA, Business/Managerial Economics
University of Arkansas 1979 — 1982
BS Computer Science, Information Technology
Shanta Young's Edward Jones Experience October 2007 - Present
Job Retirement Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2007 - Present
Education
University of Central Arkansas 1998 — 2005
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Edward Jones October 2007 - Present
Education
University of Central Arkansas 1998 — 2005
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Tina LaChance, PMP's Edward Jones Experience May 2004 - January 2007
Job Senior Consultant Tax & Business Advisory Services at Klein, Campbell & Associates
Industry Financial Services
Experience
Klein, Campbell & Associates February 2007 - Present
Edward Jones May 2004 - January 2007
Skills
Financial Modeling, Tax Advisory, Outsourced HR Services, Financial Analysis, Portfolio Management, Financial Services, Financial Advisory, Finance
Education
University of Central Florida 2006 — 2009
Master of Business Administration (M.B.A.)
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Klein, Campbell & Associates February 2007 - Present
Edward Jones May 2004 - January 2007
Skills
Financial Modeling, Tax Advisory, Outsourced HR Services, Financial Analysis, Portfolio Management, Financial Services, Financial Advisory, Finance
Education
University of Central Florida 2006 — 2009
Master of Business Administration (M.B.A.)
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation