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
Mark Wombacher Mark Wombacher's Edward Jones Experience November 2010 - Present
Job Product Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Edward Jones June 2008 - June 2010
Foxx Pest Control May 2007 - August 2007
GKN Aerospace June 2006 - August 2006
Skills
Relationship Management, Product Development, Variable Annuities, Series 7, MO Life and Health..., Series 66, Fixed Annuities, Retirement Savings, Insurance, Life Insurance, Long-term Care, Uniform Combined State...
Education
Central Missouri State University 2004 — 2008
Bachelor's degree, Finance, General
De Smet Jesuit High School 2000 — 2004
Edward Jones November 2010 - Present
Edward Jones June 2008 - June 2010
Foxx Pest Control May 2007 - August 2007
GKN Aerospace June 2006 - August 2006
Skills
Relationship Management, Product Development, Variable Annuities, Series 7, MO Life and Health..., Series 66, Fixed Annuities, Retirement Savings, Insurance, Life Insurance, Long-term Care, Uniform Combined State...
Education
Central Missouri State University 2004 — 2008
Bachelor's degree, Finance, General
De Smet Jesuit High School 2000 — 2004
Nathaniel Quinn Nathaniel Quinn's Edward Jones Experience June 2014 - August 2014
Job Asset Management Intern at First Colonial Group
Industry Financial Services
Experience
Alpha Kappa Psi May 2014 - Present
First Colonial Group June 2015 - August 2015
Edward Jones June 2014 - August 2014
Skills
Communication, Economics, Microsoft Excel, Organization, Microsoft Office, Leadership, Asset Management, Account Management, Finance, Equity Trading
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Alpha Kappa Psi May 2014 - Present
First Colonial Group June 2015 - August 2015
Edward Jones June 2014 - August 2014
Skills
Communication, Economics, Microsoft Excel, Organization, Microsoft Office, Leadership, Asset Management, Account Management, Finance, Equity Trading
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Robert Washington Robert Washington's Edward Jones Experience March 2013 - February 2014
Job Senior Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Edward Jones March 2013 - February 2014
Edward Jones October 2009 - March 2013
Edward Jones January 2003 - October 2009
Edward Jones May 1999 - December 2002
Skills
Business Analysis, Requirements Gathering, Risk Management, Process Improvement, Resource Allocation, Project Management, Associate Development, Application Support, Cost Management, Projects, Team-oriented, Leading Diverse Teams, Managing Associates, Project Planning, Access, Customer Service, Team Leadership, SDLC
Education
Webster University 2001 — 2003
Master of Arts (M.A.), Computer Resources and Information Management
Central Missouri State University 1995 — 1999
Bachelor of Business Administration (BBA), Computer Information Systems
Wells Fargo Advisors May 2014 - Present
Edward Jones March 2013 - February 2014
Edward Jones October 2009 - March 2013
Edward Jones January 2003 - October 2009
Edward Jones May 1999 - December 2002
Skills
Business Analysis, Requirements Gathering, Risk Management, Process Improvement, Resource Allocation, Project Management, Associate Development, Application Support, Cost Management, Projects, Team-oriented, Leading Diverse Teams, Managing Associates, Project Planning, Access, Customer Service, Team Leadership, SDLC
Education
Webster University 2001 — 2003
Master of Arts (M.A.), Computer Resources and Information Management
Central Missouri State University 1995 — 1999
Bachelor of Business Administration (BBA), Computer Information Systems
Cheryl Walker Cheryl Walker's Edward Jones Experience August 2007 - December 2011
Job Community Development Loan Officer Stifel Bank & Trust
Industry Real Estate
Experience
Our Money Matters- the musical April 2015 - Present
Stifel Bank & Trust November 2012 - Present
Property Shoppers, LLC March 2003 - Present
NACA January 2012 - July 2012
Shalom Church City of Peace April 2011 - March 2012
Edward Jones August 2007 - December 2011
Washington University in St. Louis March 2001 - December 2007
Anheuser-Busch January 1999 - January 2001
FedEx October 1983 - July 1996
St. Louis Literacy Council January 1992 - January 1994
Skills
Public Speaking, Strategic Planning, Non-profits, Community Outreach, Coaching, Project Planning, Conflict Resolution, Program Development, Microsoft Office, Teaching, Marketing, Microsoft Excel, Youth Development, Volunteering, Program Coordination, Budgets, Nonprofits, Event Planning, Management, Policy, Team Building, Microsoft Word, Outlook, Research, Training
Education
Central Missouri State University 1977 — 1982
BS. Business Administration, Major General Management
Normandy Senior High School 1973 — 1977
High School Diploma, General
Our Money Matters- the musical April 2015 - Present
Stifel Bank & Trust November 2012 - Present
Property Shoppers, LLC March 2003 - Present
NACA January 2012 - July 2012
Shalom Church City of Peace April 2011 - March 2012
Edward Jones August 2007 - December 2011
Washington University in St. Louis March 2001 - December 2007
Anheuser-Busch January 1999 - January 2001
FedEx October 1983 - July 1996
St. Louis Literacy Council January 1992 - January 1994
Skills
Public Speaking, Strategic Planning, Non-profits, Community Outreach, Coaching, Project Planning, Conflict Resolution, Program Development, Microsoft Office, Teaching, Marketing, Microsoft Excel, Youth Development, Volunteering, Program Coordination, Budgets, Nonprofits, Event Planning, Management, Policy, Team Building, Microsoft Word, Outlook, Research, Training
Education
Central Missouri State University 1977 — 1982
BS. Business Administration, Major General Management
Normandy Senior High School 1973 — 1977
High School Diploma, General
Kelly Sandro Kelly Sandro's Edward Jones Experience June 2005 - January 2006
Job Investment Professional
Industry Financial Services
Experience
Parady Financial Group October 2012 - Present
Fidelity Investments November 2010 - August 2012
Whitney National Bank January 2010 - August 2010
Whitney National Bank February 2006 - December 2009
Edward Jones June 2005 - January 2006
Lipper September 1998 - July 2004
Skills
Finance, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Strategic Planning, Wealth Management
Education
University of Colorado at Denver 1994 — 1998
BS, Finance, Economics Minor, Cum Laude
Parady Financial Group October 2012 - Present
Fidelity Investments November 2010 - August 2012
Whitney National Bank January 2010 - August 2010
Whitney National Bank February 2006 - December 2009
Edward Jones June 2005 - January 2006
Lipper September 1998 - July 2004
Skills
Finance, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Strategic Planning, Wealth Management
Education
University of Colorado at Denver 1994 — 1998
BS, Finance, Economics Minor, Cum Laude
Nicholas Lubell's Edward Jones Experience August 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Edward Jones August 2015 - Present
U.S. Bank April 2014 - December 2014
Zeta Beta Tau - Beta Alpha Theta Chapter November 2012 - November 2013
Zeta Beta Tau - Beta Alpha Theta Chapter November 2011 - November 2012
The Short Hills Club May 2010 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, English, Public Speaking, Teamwork, Social Media, Research, Time Management, Photoshop, Social Networking
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (BA), Economics
Millburn High School 2006 — 2010
Edward Jones August 2015 - Present
U.S. Bank April 2014 - December 2014
Zeta Beta Tau - Beta Alpha Theta Chapter November 2012 - November 2013
Zeta Beta Tau - Beta Alpha Theta Chapter November 2011 - November 2012
The Short Hills Club May 2010 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, English, Public Speaking, Teamwork, Social Media, Research, Time Management, Photoshop, Social Networking
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (BA), Economics
Millburn High School 2006 — 2010
Brad Galyean Brad Galyean's Edward Jones Experience January 2014 - October 2014
Job Financial Advisor at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha March 2015 - Present
Edward Jones January 2014 - October 2014
WMS Gaming June 2006 - December 2013
Isle of Capri Casino 2004 - 2006
Skills
Retirement Planning, Financial Services, Investments, Series 7, Financial Planning, Series 66, Insurance Licensed, Microsoft Office, Oracle, College Education..., 401k Rollovers, IRAs, 529 Plans, Life Insurance, Fixed Annuities, Variable Annuities
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Missouri 2000 — 2004
Bachelor of Science (BS), Criminal Justice/Police Science
Mutual of Omaha March 2015 - Present
Edward Jones January 2014 - October 2014
WMS Gaming June 2006 - December 2013
Isle of Capri Casino 2004 - 2006
Skills
Retirement Planning, Financial Services, Investments, Series 7, Financial Planning, Series 66, Insurance Licensed, Microsoft Office, Oracle, College Education..., 401k Rollovers, IRAs, 529 Plans, Life Insurance, Fixed Annuities, Variable Annuities
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Missouri 2000 — 2004
Bachelor of Science (BS), Criminal Justice/Police Science
Steve Shear, CTP's Edward Jones Experience 2008 - 2009
Job Senior Vice President, Director of Treasury Management at First Western Trust
Industry Banking
Experience
First Western Trust May 2009 - Present
Edward Jones 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Commercial Banking, Treasury Management, Credit Analysis, Banking, Commercial Lending, Loans, Investments, Finance, Private Banking, Management, Credit, Wealth Management, Series 7, Series 6, Financial Analysis, Series 66
Education
University of Colorado Boulder
First Western Trust May 2009 - Present
Edward Jones 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Commercial Banking, Treasury Management, Credit Analysis, Banking, Commercial Lending, Loans, Investments, Finance, Private Banking, Management, Credit, Wealth Management, Series 7, Series 6, Financial Analysis, Series 66
Education
University of Colorado Boulder
Joshua Gayne Joshua Gayne's Edward Jones Experience May 2007 - December 2007
Job Sales Consultant at Ceridian
Industry Human Resources
Experience
Ceridian December 2013 - Present
Ceridian April 2011 - December 2013
Astra Products September 2008 - April 2011
Orlando Sentinel April 2008 - July 2008
Edward Jones May 2007 - December 2007
University of Central Florida August 2006 - May 2007
Staples February 2003 - August 2006
Skills
Sales, Cold Calling, Customer Service, Account Management, Salesforce.com, Marketing, Sales Process, Human Resources, Leadership, Customer Retention, Recruiting, Employee Benefits, Sales Operations, Lead Generation, Payroll, Direct Sales, Business Development, Training, Solution Selling, Sales Presentations, Sales Management, CRM, SaaS, Selling, Management, Applicant Tracking..., New Business Development, Team Building, Talent Acquisition, B2B, Team Leadership, Customer Satisfaction, Advertising, Networking, Performance Management, Hiring, Global Business..., Contract Negotiation, Strategic Partnerships, Time Management, Social Networking, Coaching, Enterprise Software, Benefits Administration, Employee Relations, Outsourcing, Temporary Placement, Teamwork, Employee Training, Deferred Compensation
Education
University of Central Florida - College of Business Administration 2002 — 2007
B.S.B.A., Marketing
Countryside High School
Ceridian December 2013 - Present
Ceridian April 2011 - December 2013
Astra Products September 2008 - April 2011
Orlando Sentinel April 2008 - July 2008
Edward Jones May 2007 - December 2007
University of Central Florida August 2006 - May 2007
Staples February 2003 - August 2006
Skills
Sales, Cold Calling, Customer Service, Account Management, Salesforce.com, Marketing, Sales Process, Human Resources, Leadership, Customer Retention, Recruiting, Employee Benefits, Sales Operations, Lead Generation, Payroll, Direct Sales, Business Development, Training, Solution Selling, Sales Presentations, Sales Management, CRM, SaaS, Selling, Management, Applicant Tracking..., New Business Development, Team Building, Talent Acquisition, B2B, Team Leadership, Customer Satisfaction, Advertising, Networking, Performance Management, Hiring, Global Business..., Contract Negotiation, Strategic Partnerships, Time Management, Social Networking, Coaching, Enterprise Software, Benefits Administration, Employee Relations, Outsourcing, Temporary Placement, Teamwork, Employee Training, Deferred Compensation
Education
University of Central Florida - College of Business Administration 2002 — 2007
B.S.B.A., Marketing
Countryside High School
Kyle Zappia's Edward Jones Experience June 2014 - Present
Job Edward Jones Investments, FA Intern
Industry Higher Education
Experience
Edward Jones June 2014 - Present
University of Dayton Campus Recreation May 2013 - Present
Outdoor Adventure Club January 2012 - Present
University of Notre Dame 2012 - Present
University of Dayton August 2011 - Present
Skills
Bloomberg Terminal, Microsoft Excel, Facebook Marketing, Time Management, Microsoft Office, Communication, Sustainable Energy, Economics, Finance, Sustainability, Teamwork, Cycling, Investments, Financial Analysis, Research, Financial Modeling, Budgets, Renewable Energy
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, Sustainability
University of Dayton
Edward Jones June 2014 - Present
University of Dayton Campus Recreation May 2013 - Present
Outdoor Adventure Club January 2012 - Present
University of Notre Dame 2012 - Present
University of Dayton August 2011 - Present
Skills
Bloomberg Terminal, Microsoft Excel, Facebook Marketing, Time Management, Microsoft Office, Communication, Sustainable Energy, Economics, Finance, Sustainability, Teamwork, Cycling, Investments, Financial Analysis, Research, Financial Modeling, Budgets, Renewable Energy
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, Sustainability
University of Dayton
Jeffrey Bridges, CFP® Jeffrey Bridges, CFP®'s Edward Jones Experience November 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1999 - Present
Skills
Retirement Planning, Estate Considerations, Business Retirement..., Education Savings, Retirment Plan Rollovers, Insurance
Education
University of Denver 1982 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
University of Denver 1977 — 1981
Bachelor of Arts (BA), Psychology, Economics
Edward Jones November 1999 - Present
Skills
Retirement Planning, Estate Considerations, Business Retirement..., Education Savings, Retirment Plan Rollovers, Insurance
Education
University of Denver 1982 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
University of Denver 1977 — 1981
Bachelor of Arts (BA), Psychology, Economics
William Lucas, CFP®'s Edward Jones Experience June 2011 - September 2012
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Edward Jones June 2011 - September 2012
Baumann's Fine Meats April 2008 - May 2011
Education
University of Dayton 2009 — 2013
Business School, Finance, Senior
Mary Institute St. Louis Country Day School 2005 — 2009
Fidelity Investments May 2013 - Present
Edward Jones June 2011 - September 2012
Baumann's Fine Meats April 2008 - May 2011
Education
University of Dayton 2009 — 2013
Business School, Finance, Senior
Mary Institute St. Louis Country Day School 2005 — 2009
Patrick Conners, MBA, AAMS® Patrick Conners, MBA, AAMS®'s Edward Jones Experience July 2014 - Present
Job Solution Based Advice Development and Resources at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Edward Jones February 2013 - July 2014
Edward Jones May 2011 - February 2013
Mass Mutual November 2009 - May 2011
Enterprise Rent-A-Car May 2007 - July 2009
Skills
Investments, Customer Service, Financial Analysis, Series 7, Research, Excel, Microsoft Office, Retirement Planning, PowerPoint, Risk Management, Financial Planning, Financial Reporting, Retirement, Business Analysis, Estate Planning, Asset Management, Series 66, Series 63, Investment Strategies, Mutual Funds, Financial Services
Education
Webster University, George Herbet Walker School of Business & Technology 2009 — 2011
MBA, Finance
University of Dayton 2003 — 2007
Bachelors, Political Science
Christian Brothers College 1999 — 2003
Edward Jones July 2014 - Present
Edward Jones February 2013 - July 2014
Edward Jones May 2011 - February 2013
Mass Mutual November 2009 - May 2011
Enterprise Rent-A-Car May 2007 - July 2009
Skills
Investments, Customer Service, Financial Analysis, Series 7, Research, Excel, Microsoft Office, Retirement Planning, PowerPoint, Risk Management, Financial Planning, Financial Reporting, Retirement, Business Analysis, Estate Planning, Asset Management, Series 66, Series 63, Investment Strategies, Mutual Funds, Financial Services
Education
Webster University, George Herbet Walker School of Business & Technology 2009 — 2011
MBA, Finance
University of Dayton 2003 — 2007
Bachelors, Political Science
Christian Brothers College 1999 — 2003
Ed Gruber Ed Gruber's Edward Jones Experience January 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
EM Trend Advisors, LLC 2006 - October 2010
Eagle Asset Management October 1999 - June 2006
Principal Financial Group May 1998 - September 1999
STRS Ohio 1993 - 1998
Skills
Series 7, Securities, Equities, Investments, Series 63
Education
Capital University - School of Management 1994 — 1997
MBA, Finance and Investments
University of Dayton
University of Dayton
Edward Jones January 2011 - Present
EM Trend Advisors, LLC 2006 - October 2010
Eagle Asset Management October 1999 - June 2006
Principal Financial Group May 1998 - September 1999
STRS Ohio 1993 - 1998
Skills
Series 7, Securities, Equities, Investments, Series 63
Education
Capital University - School of Management 1994 — 1997
MBA, Finance and Investments
University of Dayton
University of Dayton
Ken Blair, AAMS Ken Blair, AAMS's Edward Jones Experience August 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2006 - Present
Skills
Financial Planning, Strategic Planning, Investments, Finance, Retirement Planning, Wealth Management, Series 7, Accounting
Education
University of the Pacific 2002 — 2004
MA
University of Denver 1997 — 2001
BA
Edward Jones August 2006 - Present
Skills
Financial Planning, Strategic Planning, Investments, Finance, Retirement Planning, Wealth Management, Series 7, Accounting
Education
University of the Pacific 2002 — 2004
MA
University of Denver 1997 — 2001
BA
Paula Hayden's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones.
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Kinkead Pharmacy & RadioShack September 2002 - February 2014
Charter Behavioral Health Systems May 1998 - January 2000
Enesco March 1992 - January 1998
Easter Seals, Inc. August 1988 - May 1990
Skills
Retirement Plan..., Roth IRA's, Traditional IRA's, Business Retirement..., Eduational Savings..., Edward Jones Advisory..., Long Term Care Insurance, Life Insurance, Estate and Trust..., Equity Investments, Annuities, Mutual Funds, Fixed-Income Investments, Money Market Funds, Certificate of Deposit, Personal & Business...
Education
Central Missouri State University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Organizational Communication, Cumlaude- 3.75
Edward Jones October 2013 - Present
Kinkead Pharmacy & RadioShack September 2002 - February 2014
Charter Behavioral Health Systems May 1998 - January 2000
Enesco March 1992 - January 1998
Easter Seals, Inc. August 1988 - May 1990
Skills
Retirement Plan..., Roth IRA's, Traditional IRA's, Business Retirement..., Eduational Savings..., Edward Jones Advisory..., Long Term Care Insurance, Life Insurance, Estate and Trust..., Equity Investments, Annuities, Mutual Funds, Fixed-Income Investments, Money Market Funds, Certificate of Deposit, Personal & Business...
Education
Central Missouri State University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Organizational Communication, Cumlaude- 3.75
David Zeligson David Zeligson's Edward Jones Experience January 2015 - April 2015
Job ClientCentric Financial Services Professional
Industry Financial Services
Experience
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
Frederic Han's Edward Jones Experience July 2012 - November 2013
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital December 2013 - Present
Edward Jones July 2012 - November 2013
Sports Shares September 2011 - March 2012
Four Winds Interactive July 2010 - July 2011
Edward Jones August 2007 - March 2010
Four Winds Interactive August 2005 - August 2007
Three Value Logic July 2005 - August 2005
Skills
Start-ups, Lead Generation, Financial Advisory, Money Management, Retirement Planning, Series 7, Enterprise Software, Sales, Sales Management, Leadership, Professional Services, Consulting, Marketing Strategy, Finance, Strategic Planning, Marketing, Salesforce.com, Management, Strategic Partnerships, Investments
Education
University of Colorado Boulder 2001 — 2005
St. John's Prep - Danvers, MA 1998 — 2001
Personal Capital December 2013 - Present
Edward Jones July 2012 - November 2013
Sports Shares September 2011 - March 2012
Four Winds Interactive July 2010 - July 2011
Edward Jones August 2007 - March 2010
Four Winds Interactive August 2005 - August 2007
Three Value Logic July 2005 - August 2005
Skills
Start-ups, Lead Generation, Financial Advisory, Money Management, Retirement Planning, Series 7, Enterprise Software, Sales, Sales Management, Leadership, Professional Services, Consulting, Marketing Strategy, Finance, Strategic Planning, Marketing, Salesforce.com, Management, Strategic Partnerships, Investments
Education
University of Colorado Boulder 2001 — 2005
St. John's Prep - Danvers, MA 1998 — 2001
Donna Sue Berry Donna Sue Berry's Edward Jones Experience August 2005 - March 2010
Job Staff Writer at Regina Magazine
Industry Cosmetics
Experience
Regina Magazine August 2013 - Present
Catholic Poems From The Heart of A Red Dirt Oklahoma Girl May 2013 - Present
Mary Kay Idependent Consultant August 2005 - Present
Edward Jones August 2005 - March 2010
Skills
Skin Care, Cosmetics, Beauty Industry, Makeovers, Makeup Artistry, Fragrance, Bridal Showers, Skin Care Products, Glamour, Gifts, Gift Baskets, Acne, Therapeutic Massage, Weddings, Personal Care
Education
University of Central Oklahoma 2002 — 2009
Substance Abuse/Addiction Counseling
Edmond High School 1970 — 1973
Regina Magazine August 2013 - Present
Catholic Poems From The Heart of A Red Dirt Oklahoma Girl May 2013 - Present
Mary Kay Idependent Consultant August 2005 - Present
Edward Jones August 2005 - March 2010
Skills
Skin Care, Cosmetics, Beauty Industry, Makeovers, Makeup Artistry, Fragrance, Bridal Showers, Skin Care Products, Glamour, Gifts, Gift Baskets, Acne, Therapeutic Massage, Weddings, Personal Care
Education
University of Central Oklahoma 2002 — 2009
Substance Abuse/Addiction Counseling
Edmond High School 1970 — 1973
Joel Luddie Joel Luddie's Edward Jones Experience January 2009 - January 2010
Job Senior Business Development Manager Foreign Exchange International Payments at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
Sprint Nextel January 2013 - March 2014
Merrill Lynch January 2010 - January 2013
Edward Jones January 2009 - January 2010
Daily Racing Form January 2006 - January 2008
Comcast January 1992 - January 2006
Comcast Spotlight October 2001 - November 2003
Rainbow Media / Cablevision 1998 - 2000
TCI Media Svcs. 1992 - 1998
Skills
Strategic Financial..., Online Advertising, B2B, Advertising, Business Development, Strategic Planning, Coaching, Marketing, Sales Operations, Market Research, Entrepreneurship, Sales Management, Budgets, Cold Calling, Finance, Advertising Sales, Negotiation, Small Business, Sales, New Business Development, Lead Generation, P&L Management, Direct Sales, Sales Process, Salesforce.com, Selling, Account Management, Marketing Strategy, Start-ups, Strategic Partnerships, CRM, Leadership, Strategy, Social Media Marketing, Customer Retention, Online Marketing, Management, Social Media, Public Relations, Marketing Communications, Social Networking, Event Management
Education
The University of Connecticut 1980 — 1986
BS, BS
Darrow 1973 — 1975
High School Degree
American Express April 2014 - Present
Sprint Nextel January 2013 - March 2014
Merrill Lynch January 2010 - January 2013
Edward Jones January 2009 - January 2010
Daily Racing Form January 2006 - January 2008
Comcast January 1992 - January 2006
Comcast Spotlight October 2001 - November 2003
Rainbow Media / Cablevision 1998 - 2000
TCI Media Svcs. 1992 - 1998
Skills
Strategic Financial..., Online Advertising, B2B, Advertising, Business Development, Strategic Planning, Coaching, Marketing, Sales Operations, Market Research, Entrepreneurship, Sales Management, Budgets, Cold Calling, Finance, Advertising Sales, Negotiation, Small Business, Sales, New Business Development, Lead Generation, P&L Management, Direct Sales, Sales Process, Salesforce.com, Selling, Account Management, Marketing Strategy, Start-ups, Strategic Partnerships, CRM, Leadership, Strategy, Social Media Marketing, Customer Retention, Online Marketing, Management, Social Media, Public Relations, Marketing Communications, Social Networking, Event Management
Education
The University of Connecticut 1980 — 1986
BS, BS
Darrow 1973 — 1975
High School Degree
Anitra Lee-Cole, MA, PHR, SHRM-CP Anitra Lee-Cole, MA, PHR, SHRM-CP's Edward Jones Experience February 1998 - May 1999
Job Manager of Benefits, Payroll, & HRIS at Federal Reserve Bank of St. Louis
Industry Human Resources
Experience
Federal Reserve Bank of St. Louis April 2015 - Present
Covenant House May 2014 - April 2015
St. Joseph Institute for the Deaf March 2008 - April 2014
Emmaus Homes October 2006 - March 2008
Mid-Ohio Regional Planning Commission March 2003 - August 2005
American Cancer Society July 2000 - December 2001
National Church Residences November 1999 - June 2000
Edward Jones February 1998 - May 1999
A.G. Edwards August 1995 - January 1998
Skills
Access, Employee Benefits, Talent Management, Strategic Planning, Personnel Management, Benefits Administration, Deferred Compensation, Executive Coaching, Hiring, Staff Development, Accounting, Leadership Development, Organizational..., Onboarding, Finance, Teamwork, Microsoft Excel, Fundraising, Interviews, Accounts Payable, Financial Analysis, Coaching, Succession Planning, Conflict Resolution, Talent Acquisition, Employee Engagement, Team Building, Workforce Planning, Resume Writing, Employee Training, HRIS, HR Policies, Change Management, Social Media, Time Management, Microsoft Office, PowerPoint, Business Planning, Career Development, Career Counseling, Sourcing, Policy, Employee Relations, Human Resources, Performance Management, Recruiting, Training, Payroll, Leadership, Budgets
Education
Capella University 2012 — 2016
PhD, Organizational & Human Resouces Management
Webster University 2001 — 2003
MA, Business and Organizational Management
University of Missouri-Saint Louis 1996 — 1999
BS, Business Administration and Management, General
University of Central Missouri 1993 — 1995
Business Administration and Management, General
Federal Reserve Bank of St. Louis April 2015 - Present
Covenant House May 2014 - April 2015
St. Joseph Institute for the Deaf March 2008 - April 2014
Emmaus Homes October 2006 - March 2008
Mid-Ohio Regional Planning Commission March 2003 - August 2005
American Cancer Society July 2000 - December 2001
National Church Residences November 1999 - June 2000
Edward Jones February 1998 - May 1999
A.G. Edwards August 1995 - January 1998
Skills
Access, Employee Benefits, Talent Management, Strategic Planning, Personnel Management, Benefits Administration, Deferred Compensation, Executive Coaching, Hiring, Staff Development, Accounting, Leadership Development, Organizational..., Onboarding, Finance, Teamwork, Microsoft Excel, Fundraising, Interviews, Accounts Payable, Financial Analysis, Coaching, Succession Planning, Conflict Resolution, Talent Acquisition, Employee Engagement, Team Building, Workforce Planning, Resume Writing, Employee Training, HRIS, HR Policies, Change Management, Social Media, Time Management, Microsoft Office, PowerPoint, Business Planning, Career Development, Career Counseling, Sourcing, Policy, Employee Relations, Human Resources, Performance Management, Recruiting, Training, Payroll, Leadership, Budgets
Education
Capella University 2012 — 2016
PhD, Organizational & Human Resouces Management
Webster University 2001 — 2003
MA, Business and Organizational Management
University of Missouri-Saint Louis 1996 — 1999
BS, Business Administration and Management, General
University of Central Missouri 1993 — 1995
Business Administration and Management, General
Andrea Berberick's Edward Jones Experience June 2011 - February 2012
Job Finance and Administration Manager at National Association of Landscape Professionals
Industry Nonprofit Organization Management
Experience
National Association of Landscape Professionals April 2015 - Present
National Association of Landscape Professionals (formerly PLANET) June 2014 - April 2015
People's Credit Union February 2012 - June 2014
Castle Hill Inn and Resort - Relais & Chateaux June 2011 - July 2012
Edward Jones June 2011 - February 2012
Skills
Portrait Photography, Photography, Digital Photography, Fine Art Photography, Microsoft Office, Office Administration, Hosting, Banking, Photoshop, Photo Editing, Social Media, Sports, PowerPoint, Image Editing, Social Networking, Time Management, Microsoft Word, Customer Service, Outlook, Teamwork, Nonprofits, Microsoft Excel
Education
The University of Connecticut 2007 — 2011
BFA, Photography
National Association of Landscape Professionals April 2015 - Present
National Association of Landscape Professionals (formerly PLANET) June 2014 - April 2015
People's Credit Union February 2012 - June 2014
Castle Hill Inn and Resort - Relais & Chateaux June 2011 - July 2012
Edward Jones June 2011 - February 2012
Skills
Portrait Photography, Photography, Digital Photography, Fine Art Photography, Microsoft Office, Office Administration, Hosting, Banking, Photoshop, Photo Editing, Social Media, Sports, PowerPoint, Image Editing, Social Networking, Time Management, Microsoft Word, Customer Service, Outlook, Teamwork, Nonprofits, Microsoft Excel
Education
The University of Connecticut 2007 — 2011
BFA, Photography
Kristen Schaefer Kristen Schaefer's Edward Jones Experience June 2012 - Present
Job Financial Advisor Talent Acquisition at Edward Jones
Industry Pharmaceuticals
Experience
Edward Jones June 2012 - Present
Express Scripts June 2011 - Present
Express Scripts June 2011 - July 2011
Express Scripts June 2010 - June 2011
Skills
Sales, Process Improvement, Recruiting, Applicant Tracking..., Talent Acquisition, Customer Service, Temporary Placement, Marketing
Education
University of Central Missouri 2003 — 2007
Bachelor of Science, Broadcast Journalism/Marketing
University of central Missouri 2003 — 2007
Bachelor's degree, Broadcast Media
Edward Jones June 2012 - Present
Express Scripts June 2011 - Present
Express Scripts June 2011 - July 2011
Express Scripts June 2010 - June 2011
Skills
Sales, Process Improvement, Recruiting, Applicant Tracking..., Talent Acquisition, Customer Service, Temporary Placement, Marketing
Education
University of Central Missouri 2003 — 2007
Bachelor of Science, Broadcast Journalism/Marketing
University of central Missouri 2003 — 2007
Bachelor's degree, Broadcast Media
Daniel Wanner Daniel Wanner's Edward Jones Experience December 2014 - Present
Job Programmer Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Shelter Insurance Companies November 2013 - December 2014
Shelter Insurance Companies June 2011 - October 2013
Skills
Java, JavaScript, jQuery, HTML, CSS, Java Enterprise Edition, Web Services, SQL, Data Mining, VBA, Databases, Business Intelligence, Reporting & Analysis, Microsoft Excel, Microsoft Office, DB2, Property & Casualty..., CPCU, Life Insurance, FLMI, PeopleSoft
Education
University of Central Missouri 2009 — 2010
Master of Science (MS), Industrial Management
University of Central Missouri 2004 — 2008
Bachelor of Science (BS), Criminal Justice and Corrections
Edward Jones December 2014 - Present
Shelter Insurance Companies November 2013 - December 2014
Shelter Insurance Companies June 2011 - October 2013
Skills
Java, JavaScript, jQuery, HTML, CSS, Java Enterprise Edition, Web Services, SQL, Data Mining, VBA, Databases, Business Intelligence, Reporting & Analysis, Microsoft Excel, Microsoft Office, DB2, Property & Casualty..., CPCU, Life Insurance, FLMI, PeopleSoft
Education
University of Central Missouri 2009 — 2010
Master of Science (MS), Industrial Management
University of Central Missouri 2004 — 2008
Bachelor of Science (BS), Criminal Justice and Corrections
Andrew Clary Andrew Clary's Edward Jones Experience December 2005 - Present
Job
Industry Financial Services
Experience
Edward Jones December 2005 - Present
Skills
Retirement Plan..., Individual Retirement..., Business Retirement..., Equity Investments, Annuities, Education Savings, Estate Considerations, Insurance, Savings, Spending and..., Retirement Planning, Series 7, Retirement
Education
Union High School
University of Central Missouri
Edward Jones December 2005 - Present
Skills
Retirement Plan..., Individual Retirement..., Business Retirement..., Equity Investments, Annuities, Education Savings, Estate Considerations, Insurance, Savings, Spending and..., Retirement Planning, Series 7, Retirement
Education
Union High School
University of Central Missouri
Kelly Jentes Kelly Jentes's Edward Jones Experience October 2000 - March 2010
Job Securities Operations Services Specialist III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - March 2015
Wells Fargo Advisors January 2014 - April 2014
Wells Fargo Advisors July 2013 - December 2013
Four Seasons Wealth Management February 2013 - July 2013
Shepherd Financial Partners April 2012 - February 2013
MK-Accounting, LLC August 2012 - January 2013
Wells Fargo Advisors November 2010 - March 2012
Edward Jones October 2000 - March 2010
Courtyard by Marriott Westport March 1998 - October 2000
Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy
Education
Central Missouri State University 1994 — 1997
Bachelor of Science
Wells Fargo Advisors April 2014 - March 2015
Wells Fargo Advisors January 2014 - April 2014
Wells Fargo Advisors July 2013 - December 2013
Four Seasons Wealth Management February 2013 - July 2013
Shepherd Financial Partners April 2012 - February 2013
MK-Accounting, LLC August 2012 - January 2013
Wells Fargo Advisors November 2010 - March 2012
Edward Jones October 2000 - March 2010
Courtyard by Marriott Westport March 1998 - October 2000
Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy
Education
Central Missouri State University 1994 — 1997
Bachelor of Science
Don Dukes Don Dukes's Edward Jones Experience November 2006 - January 2008
Job at
Industry Higher Education
Experience
Delaware Technical & Community College October 2014 - Present
Lewes Counseling LLC July 2009 - Present
Delaware Technical & Community College May 2010 - April 2015
Delaware Technical & Community College September 2009 - May 2012
Edward Jones November 2006 - January 2008
Intervet/Schering-Plough Animal Health August 2000 - November 2006
Skills
Financial Accounting, Personal Finance, Operational Efficiency, Certification Testing
Education
Wilmington University 2000 — 2002
M.B.A., Business Administration
Delaware Technical & Community College 2009 — 2011
A.A.S., Accounting
University of Delaware 1994 — 1997
B.A., Biological Sciences
Delaware Technical & Community College October 2014 - Present
Lewes Counseling LLC July 2009 - Present
Delaware Technical & Community College May 2010 - April 2015
Delaware Technical & Community College September 2009 - May 2012
Edward Jones November 2006 - January 2008
Intervet/Schering-Plough Animal Health August 2000 - November 2006
Skills
Financial Accounting, Personal Finance, Operational Efficiency, Certification Testing
Education
Wilmington University 2000 — 2002
M.B.A., Business Administration
Delaware Technical & Community College 2009 — 2011
A.A.S., Accounting
University of Delaware 1994 — 1997
B.A., Biological Sciences
Bob Montavon Bob Montavon's Edward Jones Experience April 1999 - April 2002
Job Owner, Resolute Wealth Management, LLC.
Industry Financial Services
Experience
Resolute Wealth Management, LLC November 2009 - Present
UBS Financial Services, Inc. April 2002 - November 2009
Edward Jones April 1999 - April 2002
Procter & Gamble 1997 - April 2002
ADVO 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investment Management, Portfolio Management, Portfolio Assessment, Investments, Personal Financial..., Retirement Planning, College Education...
Education
Xavier University - Williams College of Business 1988 — 1991
MBA, Finance
University of Dayton 1980 — 1984
BBA, Accounting
Chaminade Julienne H.S. 1977 — 1980
Resolute Wealth Management, LLC November 2009 - Present
UBS Financial Services, Inc. April 2002 - November 2009
Edward Jones April 1999 - April 2002
Procter & Gamble 1997 - April 2002
ADVO 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investment Management, Portfolio Management, Portfolio Assessment, Investments, Personal Financial..., Retirement Planning, College Education...
Education
Xavier University - Williams College of Business 1988 — 1991
MBA, Finance
University of Dayton 1980 — 1984
BBA, Accounting
Chaminade Julienne H.S. 1977 — 1980
Ross Tiemeyer Ross Tiemeyer's Edward Jones Experience May 2008 - August 2008
Job Sales Representative at Stryker Craniomaxillofacial
Industry Marketing and Advertising
Experience
Stryker Craniomaxillofacial March 2011 - Present
UniFirst Corporation October 2009 - March 2011
Edward Jones May 2008 - August 2008
Enterprise Rent-A-Car August 2007 - May 2008
Skills
Event Planning
Education
University of Central Missouri 2004 — 2008
Bachelor of Arts and Sciences, Business Communication
Webster University
Stryker Craniomaxillofacial March 2011 - Present
UniFirst Corporation October 2009 - March 2011
Edward Jones May 2008 - August 2008
Enterprise Rent-A-Car August 2007 - May 2008
Skills
Event Planning
Education
University of Central Missouri 2004 — 2008
Bachelor of Arts and Sciences, Business Communication
Webster University
Steve Talley, CFS Steve Talley, CFS's Edward Jones Experience January 2009 - December 2010
Job CFA Level III Candidate in CFA Institute Program at CFA Level III Candidate in CFA Institute Program
Industry Investment Management
Experience
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Scott Wentworth Scott Wentworth's Edward Jones Experience Managing PartnerBrio Tuscan GrilleJuly 2004 - February 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Managing PartnerBrio Tuscan GrilleJuly 2004 - February 2009
Education
University of Central Florida - College of Business Administration 1986 — 1990
Economics, Economics, Finance, Psychology
Edward Jones Managing PartnerBrio Tuscan GrilleJuly 2004 - February 2009
Education
University of Central Florida - College of Business Administration 1986 — 1990
Economics, Economics, Finance, Psychology
Michael Evan Benjamin's Edward Jones Experience March 2014 - September 2014
Job Personal Banker II at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank October 2014 - Present
United States Army Reserve January 2012 - Present
Edward Jones March 2014 - September 2014
Total Quality Logistics January 2012 - February 2014
University of Cincinnati April 2009 - November 2010
Skills
Accounting, Logistics, Sales, Military Experience, Active DoD Secret..., Spanish-speaking, Chinese, Military Training, Cold Calling, Running, Training, Military, Team Building, Team Leadership, Public Speaking
Education
University of Cincinnati 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Army Engineer Basic Officers Leader Course (BOLC) 2011 — 2011
Army Engineer Branch Qualified, Combat Engineer, Bridging, Construction, Vertical, Horizontal, Geospatial
Fifth Third Bank October 2014 - Present
United States Army Reserve January 2012 - Present
Edward Jones March 2014 - September 2014
Total Quality Logistics January 2012 - February 2014
University of Cincinnati April 2009 - November 2010
Skills
Accounting, Logistics, Sales, Military Experience, Active DoD Secret..., Spanish-speaking, Chinese, Military Training, Cold Calling, Running, Training, Military, Team Building, Team Leadership, Public Speaking
Education
University of Cincinnati 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Army Engineer Basic Officers Leader Course (BOLC) 2011 — 2011
Army Engineer Branch Qualified, Combat Engineer, Bridging, Construction, Vertical, Horizontal, Geospatial
David Huth David Huth's Edward Jones Experience June 2013 - August 2013
Job MAKOplasty Product Specialist at Stryker
Industry Medical Devices
Experience
Stryker July 2015 - Present
Yelp July 2014 - June 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Advertising, Financial Analysis, Marketing, Budgets
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Finance and Economics, Junior
North Canton Hoover High School 2006 — 2010
Stryker July 2015 - Present
Yelp July 2014 - June 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Advertising, Financial Analysis, Marketing, Budgets
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Finance and Economics, Junior
North Canton Hoover High School 2006 — 2010
Glenn Schnell's Edward Jones Experience June 2009 - July 2012
Job LPL Financial Advisor at LCNB Investment Services
Industry Investment Management
Experience
LCNB Investments July 2012 - Present
Edward Jones June 2009 - July 2012
GIAS (affiliate of Integrity Tax) August 2008 - March 2009
Marvin F. Poer and Company February 2005 - August 2008
First Advantage March 2002 - February 2005
Giga Information Group 2000 - 2001
Thomson Reuters 1989 - 1999
ADP 1986 - 1989
Skills
Business Development, Investments, Marketing, Accounting, Due Diligence, Management, Account Management, Salesforce.com, Insurance, Tax, Financial Analysis, Strategic Planning, Marketing Strategy, Customer Service, Strategic Financial..., Business Planning, Project Management, Forecasting
Education
University of Cincinnati College of Business 1980 — 1983
BBA, Marketing and Management
Oak Hills High School
LCNB Investments July 2012 - Present
Edward Jones June 2009 - July 2012
GIAS (affiliate of Integrity Tax) August 2008 - March 2009
Marvin F. Poer and Company February 2005 - August 2008
First Advantage March 2002 - February 2005
Giga Information Group 2000 - 2001
Thomson Reuters 1989 - 1999
ADP 1986 - 1989
Skills
Business Development, Investments, Marketing, Accounting, Due Diligence, Management, Account Management, Salesforce.com, Insurance, Tax, Financial Analysis, Strategic Planning, Marketing Strategy, Customer Service, Strategic Financial..., Business Planning, Project Management, Forecasting
Education
University of Cincinnati College of Business 1980 — 1983
BBA, Marketing and Management
Oak Hills High School
Lisa Constant's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Business Service Consulting 2007 - November 2014
US Data Capture 2007 - 2007
America One Merchant Services 2005 - 2007
Payment Processing Direct 1999 - 2004
CAB Computer Company 1997 - 2001
Bancard 1992 - 1999
Skills
Debit Cards, Merchant Services, Payment Gateways, Payment Card Processing, Electronic Payments, Financial Services, Transaction Processing, Mobile Payments, Training, Merchant Acquiring, Credit Cards, Leadership, Payment Systems, E-payments, Gift Cards, Sales Management, Acquiring, Strategic Partnerships, Mobile Banking, Business Development, Sales, Mobile Commerce, Management, ACH, Direct Sales, Marketing Strategy, Customer Acquisition, Payment Industry, Cards, B2B, E-commerce, Executive Management, NFC, Payments, Recruiting, Credit, Cold Calling, Relationship Management, Sales Process, PCI DSS, Account Management, Loyalty Programs, Banking, Payment Services, POS, Salesforce.com, Customer Retention, Smart Cards, Internet Banking, Payment Cards
Education
University of Colorado Boulder
Bachelor of Science (B.S.)
Edward Jones November 2014 - Present
Business Service Consulting 2007 - November 2014
US Data Capture 2007 - 2007
America One Merchant Services 2005 - 2007
Payment Processing Direct 1999 - 2004
CAB Computer Company 1997 - 2001
Bancard 1992 - 1999
Skills
Debit Cards, Merchant Services, Payment Gateways, Payment Card Processing, Electronic Payments, Financial Services, Transaction Processing, Mobile Payments, Training, Merchant Acquiring, Credit Cards, Leadership, Payment Systems, E-payments, Gift Cards, Sales Management, Acquiring, Strategic Partnerships, Mobile Banking, Business Development, Sales, Mobile Commerce, Management, ACH, Direct Sales, Marketing Strategy, Customer Acquisition, Payment Industry, Cards, B2B, E-commerce, Executive Management, NFC, Payments, Recruiting, Credit, Cold Calling, Relationship Management, Sales Process, PCI DSS, Account Management, Loyalty Programs, Banking, Payment Services, POS, Salesforce.com, Customer Retention, Smart Cards, Internet Banking, Payment Cards
Education
University of Colorado Boulder
Bachelor of Science (B.S.)
David Brouwer David Brouwer's Edward Jones Experience April 1985 - April 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Community First Investments/Great American Advisors April 2002 - September 2009
Edward Jones April 1985 - April 2000
Education
University of Connecticut 1972 — 1975
BS, Agricultural Economics
Community First Investments/Great American Advisors April 2002 - September 2009
Edward Jones April 1985 - April 2000
Education
University of Connecticut 1972 — 1975
BS, Agricultural Economics
Rakesh Rocky Chopra Rakesh Rocky Chopra's Edward Jones Experience 2004 - 2006
Job AVP
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Steve Mac McDonald Steve Mac McDonald's Edward Jones Experience 2009 - 2013
Job Branch Manager at Sunbelt Rentals
Industry Management Consulting
Experience
Edward Jones 2009 - 2013
SunBridge Capital 2007 - 2009
Hertz Equipment Rental 1995 - 2007
Skills
Business Development, Sales, Sales Management, Management, Team Building, Team Leadership, Operations Management, Financial Analysis, Financial Reporting, Full P&L Responsibility, Motivated self-starter, Strong Business Acumen
Education
University of Central Missouri
Bachelor's Degree
Edward Jones 2009 - 2013
SunBridge Capital 2007 - 2009
Hertz Equipment Rental 1995 - 2007
Skills
Business Development, Sales, Sales Management, Management, Team Building, Team Leadership, Operations Management, Financial Analysis, Financial Reporting, Full P&L Responsibility, Motivated self-starter, Strong Business Acumen
Education
University of Central Missouri
Bachelor's Degree
Daniel DiSciullo's Edward Jones Experience June 2009 - September 2011
Job TIAA CREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - June 2014
CAPTRUST September 2011 - June 2013
Edward Jones June 2009 - September 2011
American Express October 2008 - June 2009
Skills
Sales, Team Building, Investments, Public Speaking, Account Management, Salesforce.com, Business Development, Marketing Strategy, Consulting, Nonprofits, Training, Selling, Social Networking, PowerPoint, Management, Finance, Financial Services, Customer Service, Marketing, Mutual Funds, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Wealth Management, Strategic Planning, Strategy, Project Management, Leadership, Risk Management, Asset Management, CRM, Insurance, Asset Allocation, Relationship Management, Series 7, Process Improvement, Microsoft Office, 401k, Credit, Analysis, Research, Due Diligence, Microsoft Word
Education
The University of Connecticut 2002 — 2007
BA, Business Administration, Communications, Professional Sales
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - June 2014
CAPTRUST September 2011 - June 2013
Edward Jones June 2009 - September 2011
American Express October 2008 - June 2009
Skills
Sales, Team Building, Investments, Public Speaking, Account Management, Salesforce.com, Business Development, Marketing Strategy, Consulting, Nonprofits, Training, Selling, Social Networking, PowerPoint, Management, Finance, Financial Services, Customer Service, Marketing, Mutual Funds, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Wealth Management, Strategic Planning, Strategy, Project Management, Leadership, Risk Management, Asset Management, CRM, Insurance, Asset Allocation, Relationship Management, Series 7, Process Improvement, Microsoft Office, 401k, Credit, Analysis, Research, Due Diligence, Microsoft Word
Education
The University of Connecticut 2002 — 2007
BA, Business Administration, Communications, Professional Sales
Deonne Senarighi-Behm's Edward Jones Experience October 2007 - February 2009
Job Real Estate Specialists in Golden, Lakewood, Littleton, and Reunion neighborhoods
Industry Real Estate
Experience
Keller Williams Real Estate January 2014 - Present
Next Level Business Group 2013 - Present
Edward Jones October 2007 - February 2009
Save Our Youth May 2006 - July 2007
Charles Schwab June 1999 - May 2003
Skills
Customer Service, Strategic Planning, Budgets, Mentoring, Investments, Team Building, Interviews, Training, Leadership, Coaching, Management, Negotiation, Microsoft Office, Real Estate, Finance
Education
Kaplan School of Realty 2013 — 2014
University of Denver 1990 — 1994
Bachelor's degree, Sociology
Moundsview High School 1986 — 1990
Keller Williams Real Estate January 2014 - Present
Next Level Business Group 2013 - Present
Edward Jones October 2007 - February 2009
Save Our Youth May 2006 - July 2007
Charles Schwab June 1999 - May 2003
Skills
Customer Service, Strategic Planning, Budgets, Mentoring, Investments, Team Building, Interviews, Training, Leadership, Coaching, Management, Negotiation, Microsoft Office, Real Estate, Finance
Education
Kaplan School of Realty 2013 — 2014
University of Denver 1990 — 1994
Bachelor's degree, Sociology
Moundsview High School 1986 — 1990
Rachelle Guitian's Edward Jones Experience August 2013 - Present
Job Results and goaloriented professional with a proven track record in lead conversion and client satisfaction.
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Starbucks June 2012 - July 2013
NetTree, Inc. October 2011 - March 2012
Gilman Ciocia September 2009 - July 2011
Vivant Skincare January 2008 - August 2009
KPMG May 2007 - August 2007
Starbucks September 2002 - May 2007
Skills
Microsoft Office, Social Media, Customer Service, PowerPoint, Event Planning, Microsoft Word, Social Media Marketing, Microsoft Excel, Public Speaking, Facebook, Retail, Social Networking, Leadership, Research, Data Analysis, Marketing Strategy, Time Management, Management, Marketing, Public Relations, Sales
Education
The University of Connecticut 2004 — 2007
BA Liberal Arts and Science, Communications and Business Administration
University of Rhode Island 2003 — 2004
Canton High School 2002 — 2003
Dolgeville Central School 1990 — 2002
Edward Jones August 2013 - Present
Starbucks June 2012 - July 2013
NetTree, Inc. October 2011 - March 2012
Gilman Ciocia September 2009 - July 2011
Vivant Skincare January 2008 - August 2009
KPMG May 2007 - August 2007
Starbucks September 2002 - May 2007
Skills
Microsoft Office, Social Media, Customer Service, PowerPoint, Event Planning, Microsoft Word, Social Media Marketing, Microsoft Excel, Public Speaking, Facebook, Retail, Social Networking, Leadership, Research, Data Analysis, Marketing Strategy, Time Management, Management, Marketing, Public Relations, Sales
Education
The University of Connecticut 2004 — 2007
BA Liberal Arts and Science, Communications and Business Administration
University of Rhode Island 2003 — 2004
Canton High School 2002 — 2003
Dolgeville Central School 1990 — 2002
Jeremy Ziemer Jeremy Ziemer's Edward Jones Experience October 2008 - April 2013
Job Financial Advisor at LPL Financial, MBA
Industry Financial Services
Experience
LPL Financial April 2013 - Present
Edward Jones October 2008 - April 2013
Skills
Financial Analysis, Banking, Loans, Investments, Finance
Education
University of Colorado Colorado Springs 2003 — 2006
MBA, Finance
LPL Financial April 2013 - Present
Edward Jones October 2008 - April 2013
Skills
Financial Analysis, Banking, Loans, Investments, Finance
Education
University of Colorado Colorado Springs 2003 — 2006
MBA, Finance
Griff Jacobsen Griff Jacobsen's Edward Jones Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Conifer Health Solutions December 2009 - December 2013
MedeAnalytics Inc May 2006 - December 2009
CareMedic Systems, Inc. August 2004 - May 2006
SMS 1989 - 1996
Skills
Revenue Cycle, Managed Care, Outsourcing, Salesforce.com, Sales Operations, Solutions Design, Transformational..., Sales Management, Product Development, Healthcare, Strategy, Sales, Marketing, Process Improvement, Project Management, Cross-functional Team..., CRM, Business Development, Management, Business Intelligence, Competitive Analysis, Leadership, Lead Generation, Operations Management, Business Planning
Education
University of Colorado Boulder 1980 — 1984
BA
Edward Jones July 2014 - Present
Conifer Health Solutions December 2009 - December 2013
MedeAnalytics Inc May 2006 - December 2009
CareMedic Systems, Inc. August 2004 - May 2006
SMS 1989 - 1996
Skills
Revenue Cycle, Managed Care, Outsourcing, Salesforce.com, Sales Operations, Solutions Design, Transformational..., Sales Management, Product Development, Healthcare, Strategy, Sales, Marketing, Process Improvement, Project Management, Cross-functional Team..., CRM, Business Development, Management, Business Intelligence, Competitive Analysis, Leadership, Lead Generation, Operations Management, Business Planning
Education
University of Colorado Boulder 1980 — 1984
BA
Mike Gerwels Mike Gerwels's Edward Jones Experience 2000 - 2002
Job Engineering Manager at Triangle Rubber & Plastics
Industry Plastics
Experience
Triangle Rubber & Plastics April 2004 - Present
Edward Jones 2000 - 2002
Teradyne 1985 - 1996
Education
University of Dayton 1981 — 1983
MBA, Business
University of Dayton 1972 — 1977
BSEE, Engineering
Triangle Rubber & Plastics April 2004 - Present
Edward Jones 2000 - 2002
Teradyne 1985 - 1996
Education
University of Dayton 1981 — 1983
MBA, Business
University of Dayton 1972 — 1977
BSEE, Engineering
Kathy Boyle's Edward Jones Experience May 2012 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Jeanne Murphy Public Relations April 2012 - Present
Prestige Wealth Management Group November 2009 - May 2012
Dow Jones Indexes October 2002 - November 2009
Dow Jones Indexes December 2004 - July 2006
Dow Jones February 2003 - December 2004
Dow Jones February 2002 - February 2003
Adjunct Educator 2000 - 2002
Interior Solutions 1993 - 2002
AT&T June 1990 - December 1993
Skills
Client Relationship..., New Business Development, Marketing Communications, Public Relations, Office Management, Web Content, Advertising, CRM, Lead Generation, Social Media Marketing, Competitive Analysis, Marketing, Email Marketing, Leadership, Strategy, Management, Sales, Social Media
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1986
BS, Marketing
Edward Jones May 2012 - Present
Jeanne Murphy Public Relations April 2012 - Present
Prestige Wealth Management Group November 2009 - May 2012
Dow Jones Indexes October 2002 - November 2009
Dow Jones Indexes December 2004 - July 2006
Dow Jones February 2003 - December 2004
Dow Jones February 2002 - February 2003
Adjunct Educator 2000 - 2002
Interior Solutions 1993 - 2002
AT&T June 1990 - December 1993
Skills
Client Relationship..., New Business Development, Marketing Communications, Public Relations, Office Management, Web Content, Advertising, CRM, Lead Generation, Social Media Marketing, Competitive Analysis, Marketing, Email Marketing, Leadership, Strategy, Management, Sales, Social Media
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1986
BS, Marketing
Barbara L. Shipley Barbara L. Shipley's Edward Jones Experience August 1994 - August 2009
Job
Industry Financial Services
Experience
American General Life and Accident March 2011 - November 2013
Coldwell Banker West Shell January 2007 - December 2009
Edward Jones August 1994 - August 2009
Skills
Long-term Care, Insurance, Term Life Insurance, Disability Insurance, Critical Illness, Health Insurance, Retirement, Accident, Strategic Financial..., Retirement Planning
Education
University of Cincinnati 2007 — 2008
Olentangy High School Delaware, Ohio 1964 — 1968
American General Life and Accident March 2011 - November 2013
Coldwell Banker West Shell January 2007 - December 2009
Edward Jones August 1994 - August 2009
Skills
Long-term Care, Insurance, Term Life Insurance, Disability Insurance, Critical Illness, Health Insurance, Retirement, Accident, Strategic Financial..., Retirement Planning
Education
University of Cincinnati 2007 — 2008
Olentangy High School Delaware, Ohio 1964 — 1968
Richele Thwing Richele Thwing's Edward Jones Experience July 1999 - April 2001
Job Business Manager at Fusion Dance Center
Industry Consumer Goods
Experience
Fusion Dance Center February 2014 - Present
The Pampered Chef January 2001 - Present
The Pampered Chef November 2005 - May 2008
Edward Jones July 1999 - April 2001
STIFEL, NICOLAS July 1998 - July 1999
STIFEL, NICOLAS June 1993 - July 1998
Skills
Recruiting, Leadership, Training, Customer Service, Microsoft Excel, Sales, Marketing, Advertising, Microsoft Office, PowerPoint, Social Media, Strategic Planning
Education
COLUMBIA COLLEGE
General studies
University of Central Missouri
business & marketing studies
Fusion Dance Center February 2014 - Present
The Pampered Chef January 2001 - Present
The Pampered Chef November 2005 - May 2008
Edward Jones July 1999 - April 2001
STIFEL, NICOLAS July 1998 - July 1999
STIFEL, NICOLAS June 1993 - July 1998
Skills
Recruiting, Leadership, Training, Customer Service, Microsoft Excel, Sales, Marketing, Advertising, Microsoft Office, PowerPoint, Social Media, Strategic Planning
Education
COLUMBIA COLLEGE
General studies
University of Central Missouri
business & marketing studies
Dinah Shelley Dinah Shelley's Edward Jones Experience 1999 - 2004
Job Financial Advisor at Shelley Financial Group/Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Shelley Financial Group/Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Edward Jones 1999 - 2004
Education
University of Cincinnati
Bachelor of Science
Shelley Financial Group/Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Edward Jones 1999 - 2004
Education
University of Cincinnati
Bachelor of Science
Dierdre Robillard's Edward Jones Experience July 2006 - June 2011
Job Consultant
Industry Nonprofit Organization Management
Experience
Volunteer Center of the East Bay June 2012 - Present
Edward Jones July 2006 - June 2011
RMPBS 2004 - 2008
Earthwise Irrigation & Landscape, Inc January 1995 - November 2004
Shamrock Foods September 1994 - December 1999
Town of Breckenridge January 1991 - September 1994
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Asset Managment, Start-ups, Series 63, Asset Management, Business Development, Retirement, Accounting, 401k, Small Business, Mutual Funds, Fixed Annuities, Estate Planning, Insurance, Finance, Series 7, Financial Analysis, Financial Services, Portfolio Management, Sales, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Marketing Strategy, Social Media Marketing, Entrepreneurship, Relationship Management, Strategic Planning, Public Speaking, Leadership
Education
University of Colorado Boulder 1983 — 1987
MKTG, Business, Commercial Recreation, Marketing
Summit High School 1979 — 1983
diploma
Volunteer Center of the East Bay June 2012 - Present
Edward Jones July 2006 - June 2011
RMPBS 2004 - 2008
Earthwise Irrigation & Landscape, Inc January 1995 - November 2004
Shamrock Foods September 1994 - December 1999
Town of Breckenridge January 1991 - September 1994
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Asset Managment, Start-ups, Series 63, Asset Management, Business Development, Retirement, Accounting, 401k, Small Business, Mutual Funds, Fixed Annuities, Estate Planning, Insurance, Finance, Series 7, Financial Analysis, Financial Services, Portfolio Management, Sales, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Marketing Strategy, Social Media Marketing, Entrepreneurship, Relationship Management, Strategic Planning, Public Speaking, Leadership
Education
University of Colorado Boulder 1983 — 1987
MKTG, Business, Commercial Recreation, Marketing
Summit High School 1979 — 1983
diploma
Kevin Brubeck Kevin Brubeck's Edward Jones Experience October 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2009 - Present
American National Bank 2000 - 2009
Education
University of Colorado Boulder - Leeds School of Business 1980 — 1982
BS, Finance, International Business
Northwood High School
Edward Jones October 2009 - Present
American National Bank 2000 - 2009
Education
University of Colorado Boulder - Leeds School of Business 1980 — 1982
BS, Finance, International Business
Northwood High School
Ana Cristina (Mendes) Mabry's Edward Jones Experience June 2005 - November 2007
Job Computer Lab Paraprofessional at Blytheville School District
Industry Primary/Secondary Education
Experience
Blytheville School District September 2015 - Present
Blytheville School District August 2013 - September 2015
SubTeach USA August 2010 - August 2013
Edward Jones June 2005 - November 2007
John Hancock Financial Services April 1999 - August 2003
Beverly National Bank February 1996 - April 1999
Skills
Management, Finance, Marketing, Customer Service, Time Management, Branch Banking, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Event Planning, Staff Development, Teaching
Education
University of Connecticut 1988 — 1992
BA, Economics, Political Science, Portuguese
Blytheville School District September 2015 - Present
Blytheville School District August 2013 - September 2015
SubTeach USA August 2010 - August 2013
Edward Jones June 2005 - November 2007
John Hancock Financial Services April 1999 - August 2003
Beverly National Bank February 1996 - April 1999
Skills
Management, Finance, Marketing, Customer Service, Time Management, Branch Banking, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Event Planning, Staff Development, Teaching
Education
University of Connecticut 1988 — 1992
BA, Economics, Political Science, Portuguese
Brian Austin, CRPC®, AAMS® Brian Austin, CRPC®, AAMS®'s Edward Jones Experience December 2001 - October 2005
Job Vice President, Regional Sales Representative
Industry Financial Services
Experience
Eaton Vance August 2015 - Present
OppenheimerFunds March 2011 - August 2015
OppenheimerFunds October 2008 - March 2011
OppenheimerFunds October 2006 - October 2008
Smith Barney October 2005 - October 2006
Edward Jones December 2001 - October 2005
LifePics November 1999 - October 2001
Mike's Camera May 1994 - November 1999
Skills
Financial Advisory, Mutual Funds, Leadership, Finance, Sales, Separately Managed..., Retirement Planning, Asset Allocation, Portfolio Management, Investments, Negotiation, 401k, Public Speaking, Retirement, Asset Management, Wealth Management, Writing skills
Education
University of Colorado Boulder 1991 — 1995
BS, Business Administration
Estes Park High School 1988 — 1991
Eaton Vance August 2015 - Present
OppenheimerFunds March 2011 - August 2015
OppenheimerFunds October 2008 - March 2011
OppenheimerFunds October 2006 - October 2008
Smith Barney October 2005 - October 2006
Edward Jones December 2001 - October 2005
LifePics November 1999 - October 2001
Mike's Camera May 1994 - November 1999
Skills
Financial Advisory, Mutual Funds, Leadership, Finance, Sales, Separately Managed..., Retirement Planning, Asset Allocation, Portfolio Management, Investments, Negotiation, 401k, Public Speaking, Retirement, Asset Management, Wealth Management, Writing skills
Education
University of Colorado Boulder 1991 — 1995
BS, Business Administration
Estes Park High School 1988 — 1991
Pate Schmid's Edward Jones Experience May 2010 - August 2010
Job Ecommerce Specialist, Marketing Planning at Caleres, Inc.
Industry Marketing and Advertising
Experience
Caleres, Inc. August 2015 - Present
Moosylvania May 2014 - June 2015
Moosylvania June 2014 - December 2014
Moosylvania August 2013 - May 2014
Moosylvania August 2012 - August 2013
Moosylvania June 2012 - August 2012
Hatch Research September 2011 - June 2012
University of Dayton September 2009 - May 2011
United Equitable/American Heartland Insurance December 2008 - January 2011
Edward Jones May 2010 - August 2010
Skills
Marketing, Facebook, Social Media Marketing, Social Media, Research, Microsoft Office, Digital Marketing, Management, Microsoft Word, Event Planning, People Skills, PowerPoint, Microsoft Excel, Typing, Wordsmith, Market Research, Customer Service, Online Marketing, Creative Direction, Project Management, Leadership, Recruiting, Market Research Project..., Consumer Marketing, Marketing Research, Qualitative Research, Quantitative Research, Quality Assurance
Education
University of Dayton 2007 — 2011
Marketing, Sales, Consumer Research, Advertising
Chaminade College Prep High School 2001 — 2007
Caleres, Inc. August 2015 - Present
Moosylvania May 2014 - June 2015
Moosylvania June 2014 - December 2014
Moosylvania August 2013 - May 2014
Moosylvania August 2012 - August 2013
Moosylvania June 2012 - August 2012
Hatch Research September 2011 - June 2012
University of Dayton September 2009 - May 2011
United Equitable/American Heartland Insurance December 2008 - January 2011
Edward Jones May 2010 - August 2010
Skills
Marketing, Facebook, Social Media Marketing, Social Media, Research, Microsoft Office, Digital Marketing, Management, Microsoft Word, Event Planning, People Skills, PowerPoint, Microsoft Excel, Typing, Wordsmith, Market Research, Customer Service, Online Marketing, Creative Direction, Project Management, Leadership, Recruiting, Market Research Project..., Consumer Marketing, Marketing Research, Qualitative Research, Quantitative Research, Quality Assurance
Education
University of Dayton 2007 — 2011
Marketing, Sales, Consumer Research, Advertising
Chaminade College Prep High School 2001 — 2007
Cindy Puckett Cindy Puckett's Edward Jones Experience September 2007 - Present
Job Sr Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
Skills
Long-term Care, Estate Planning, Office Administration, Uniform Combined State..., Financial Services, Series 63, 401k, Asset Allocation, Asset Management, Critical Illness, Customer Service, Disability Insurance, FINRA, Finance, Financial Analysis, Fixed Annuities, IRAs, Marketing, Portfolio Management, Risk Management
Education
University of Colorado Colorado Springs
Business, Management, Marketing, and Related Support Services
Edward Jones September 2007 - Present
Skills
Long-term Care, Estate Planning, Office Administration, Uniform Combined State..., Financial Services, Series 63, 401k, Asset Allocation, Asset Management, Critical Illness, Customer Service, Disability Insurance, FINRA, Finance, Financial Analysis, Fixed Annuities, IRAs, Marketing, Portfolio Management, Risk Management
Education
University of Colorado Colorado Springs
Business, Management, Marketing, and Related Support Services
David Newcomer David Newcomer's Edward Jones Experience 2013 - October 2013
Job Customer Service Manager, Pactimo
Industry Sporting Goods
Experience
Pactimo October 2013 - Present
Bailey HUNDO November 2013 - Present
Bicycle Racing Association of Colorado November 2010 - November 2013
Edward Jones 2013 - October 2013
Team Evergreen Racing October 2009 - October 2012
Team Evergreen Bicycle Club January 2010 - July 2012
MG Trust CO, LLC 2002 - 2007
OppenheimerFunds 1997 - 2002
Skills
Process Improvement, Risk Management, Project Management, Leadership, Strategic Planning, Business Analysis, Asset Managment, Change Management, Budgets, Team Building, Training, Call Center, Fundraising, Contract Negotiation, New Business Development, Public Speaking, Customer Service, Event Management, Event Planning, Management, Operations Management, Nonprofits, Recruiting, Analysis, Project Planning, Vendor Management, Finance, Policy, Start-ups, Sales, Retirement Planning, Variable Annuities, Variable Life, Equities, Fixed Income, Fixed Annuities, Series 7, series 66, Customer Acquisition, Financial Statements, Financial Advisory, Estate Planning, Strategic Financial..., Financial Services, Insurance, 401k, Securities, Retirement, Series 24
Education
University of Colorado Boulder 1991 — 1995
BA, Biology
Pactimo October 2013 - Present
Bailey HUNDO November 2013 - Present
Bicycle Racing Association of Colorado November 2010 - November 2013
Edward Jones 2013 - October 2013
Team Evergreen Racing October 2009 - October 2012
Team Evergreen Bicycle Club January 2010 - July 2012
MG Trust CO, LLC 2002 - 2007
OppenheimerFunds 1997 - 2002
Skills
Process Improvement, Risk Management, Project Management, Leadership, Strategic Planning, Business Analysis, Asset Managment, Change Management, Budgets, Team Building, Training, Call Center, Fundraising, Contract Negotiation, New Business Development, Public Speaking, Customer Service, Event Management, Event Planning, Management, Operations Management, Nonprofits, Recruiting, Analysis, Project Planning, Vendor Management, Finance, Policy, Start-ups, Sales, Retirement Planning, Variable Annuities, Variable Life, Equities, Fixed Income, Fixed Annuities, Series 7, series 66, Customer Acquisition, Financial Statements, Financial Advisory, Estate Planning, Strategic Financial..., Financial Services, Insurance, 401k, Securities, Retirement, Series 24
Education
University of Colorado Boulder 1991 — 1995
BA, Biology
Brandon Capicotto Brandon Capicotto's Edward Jones Experience June 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Davis Center for Portfolio Management December 2013 - May 2014
Davis Center for Portfolio Management January 2010 - May 2014
Exelis June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Strategic Planning, Project Management, Customer Service
Education
University of Dayton 2010 — 2014
Edward Jones June 2014 - Present
Davis Center for Portfolio Management December 2013 - May 2014
Davis Center for Portfolio Management January 2010 - May 2014
Exelis June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Strategic Planning, Project Management, Customer Service
Education
University of Dayton 2010 — 2014
Brady Pitt's Edward Jones Experience January 2013 - Present
Job Helping people reach their financial goals!
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Sales, PowerPoint
Education
University of Colorado Colorado Springs
Master of Business Administration (MBA), Applied Economics
Edward Jones January 2013 - Present
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Sales, PowerPoint
Education
University of Colorado Colorado Springs
Master of Business Administration (MBA), Applied Economics
Duane Morgan Duane Morgan's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Jeff Shirk's Edward Jones Experience May 2000 - May 2005
Job Financial Advisor at Fortress Financial LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
Edward Jones May 2000 - May 2005
Van Kampen Investments May 1990 - May 2000
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Services, Insurance, Fixed Income Strategies, Municipal Bonds
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Bishop Eustace Preparatory High School, Pennsauken, NJ 1982 — 1986
High School
Wells Fargo Advisors May 2005 - Present
Edward Jones May 2000 - May 2005
Van Kampen Investments May 1990 - May 2000
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Services, Insurance, Fixed Income Strategies, Municipal Bonds
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Bishop Eustace Preparatory High School, Pennsauken, NJ 1982 — 1986
High School
Mary Ann Viamonte Mary Ann Viamonte's Edward Jones Experience March 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Grace Place December 2005 - May 2015
Larimer County August 2013 - May 2014
SurveyGizmo / Widgix, LLC August 2011 - August 2012
Adaptec, Inc. February 1996 - November 2001
Colorado Copier Systems January 1994 - January 1996
Mason Consulting Group January 1990 - January 1992
Big Brothers of Metro Denver October 1989 - January 1991
Pour la France! Inc January 1986 - January 1989
KBOL Radio & KBCO Radio January 1985 - January 1986
Skills
Customer Relations, Event Management, Lead Generation, Customer Service, Account Management, Social Media, Sales, Sales Management, Marketing, Marketing Strategy, SaaS, New Business Development, Sales Process, Channel, Email Marketing, CRM Integration, Software, Technical Presentations, Social Networking, Microsoft Office, CRM, Management, Advertising, Training
Education
University of Colorado at Boulder 1979 — 1985
Bachelor of Science, Journalism
Indiana University, School of Philanthropy 1991 — 1992
Certification, Fund Raising & Development
Edward Jones March 2014 - Present
Grace Place December 2005 - May 2015
Larimer County August 2013 - May 2014
SurveyGizmo / Widgix, LLC August 2011 - August 2012
Adaptec, Inc. February 1996 - November 2001
Colorado Copier Systems January 1994 - January 1996
Mason Consulting Group January 1990 - January 1992
Big Brothers of Metro Denver October 1989 - January 1991
Pour la France! Inc January 1986 - January 1989
KBOL Radio & KBCO Radio January 1985 - January 1986
Skills
Customer Relations, Event Management, Lead Generation, Customer Service, Account Management, Social Media, Sales, Sales Management, Marketing, Marketing Strategy, SaaS, New Business Development, Sales Process, Channel, Email Marketing, CRM Integration, Software, Technical Presentations, Social Networking, Microsoft Office, CRM, Management, Advertising, Training
Education
University of Colorado at Boulder 1979 — 1985
Bachelor of Science, Journalism
Indiana University, School of Philanthropy 1991 — 1992
Certification, Fund Raising & Development
Zach Paul Zach Paul's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Homemade LLC January 2014 - Present
Skills
Teamwork, Leadership, Retirement Planning, Investment Strategies, IRAs, Life Insurance, Long-term Care, Asset Allocation, Entrepreneurship, Series 7, Series 66
Education
University of Vermont 2010 — 2012
Bachelor of Arts (B.A.), Biology
University of Denver 2008 — 2010
Edward Jones July 2014 - Present
Homemade LLC January 2014 - Present
Skills
Teamwork, Leadership, Retirement Planning, Investment Strategies, IRAs, Life Insurance, Long-term Care, Asset Allocation, Entrepreneurship, Series 7, Series 66
Education
University of Vermont 2010 — 2012
Bachelor of Arts (B.A.), Biology
University of Denver 2008 — 2010
Sasha Watt Sasha Watt's Edward Jones Experience August 1995 - January 1997
Job Assistant Director of Admissions at Keene State College
Industry Higher Education
Experience
Keene State College August 1997 - Present
ManpowerGroup January 1997 - July 1997
Edward Jones August 1995 - January 1997
Skills
Higher Education, Student Affairs, Admissions, Student Recruiting, Datatel, Student Engagement, Retaining Customers, Curriculum Development, Program Development, Grant Writing, Community Outreach, College Teaching, Teaching, Adult Education, Recruiting
Education
Keene State College 1992 — 1995
Bachelor of Arts (B.A.), English
The University of Connecticut 1991 — 1992
Keene State College August 1997 - Present
ManpowerGroup January 1997 - July 1997
Edward Jones August 1995 - January 1997
Skills
Higher Education, Student Affairs, Admissions, Student Recruiting, Datatel, Student Engagement, Retaining Customers, Curriculum Development, Program Development, Grant Writing, Community Outreach, College Teaching, Teaching, Adult Education, Recruiting
Education
Keene State College 1992 — 1995
Bachelor of Arts (B.A.), English
The University of Connecticut 1991 — 1992
Deanna Davia's Edward Jones Experience April 2010 - July 2013
Job VP of Marketing at Aspen Wealth Strategies | An Independent Firm
Industry Investment Management
Experience
Aspen Wealth Strategies An Independent Firm August 2013 - Present
Jefferson County Public Library September 2009 - August 2013
Edward Jones April 2010 - July 2013
Gateaux Bakery September 2011 - November 2011
New Energy Salon September 2008 - September 2009
Jefferson County Public Library June 2006 - December 2008
Skills
Marketing Strategy, Time Management, Marketing, Social Media, Competitive Analysis, Social Media Marketing, Marketing Communications, Management, Advertising, Leadership, Sales, Budgets, Public Speaking, Customer Service, Team Building
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.658
Aspen Wealth Strategies An Independent Firm August 2013 - Present
Jefferson County Public Library September 2009 - August 2013
Edward Jones April 2010 - July 2013
Gateaux Bakery September 2011 - November 2011
New Energy Salon September 2008 - September 2009
Jefferson County Public Library June 2006 - December 2008
Skills
Marketing Strategy, Time Management, Marketing, Social Media, Competitive Analysis, Social Media Marketing, Marketing Communications, Management, Advertising, Leadership, Sales, Budgets, Public Speaking, Customer Service, Team Building
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, 3.658
Danielle Sampson Danielle Sampson's Edward Jones Experience February 2011 - October 2012
Job Administrative Assistant, Advisory at Pinnacle Employer Services, LLC
Industry Human Resources
Experience
BH Management Services, LLC May 2012 - July 2014
Edward Jones February 2011 - October 2012
Hilton January 2007 - December 2010
Skills
Apartments, Leases, Yardi, Rentals, OneSite, Investment Properties, Lease Administration, Fair Housing, Property, Residential Homes, Selling, Marketing, Sales, Customer Service
Education
University of Cincinnati 2003 — 2004
BH Management Services, LLC May 2012 - July 2014
Edward Jones February 2011 - October 2012
Hilton January 2007 - December 2010
Skills
Apartments, Leases, Yardi, Rentals, OneSite, Investment Properties, Lease Administration, Fair Housing, Property, Residential Homes, Selling, Marketing, Sales, Customer Service
Education
University of Cincinnati 2003 — 2004
Richard Buffkin Richard Buffkin's Edward Jones Experience January 2012 - December 2012
Job Financial Advisor at VALIC
Industry Religious Institutions
Experience
VALIC September 2014 - Present
Western North Carolina Conference UMC 2006 - Present
Buffkin Remodeling and Repair January 2013 - September 2014
Edward Jones January 2012 - December 2012
International Minute Press, Winston-Salem September 2000 - February 2006
Various February 1991 - September 2000
Skills
Religion, Pastoral Care, Biblical Studies, Nonprofits, Preaching, Theology, Discipleship, Public Speaking, Church Events, Pastoral Counseling, Missions, Volunteer Management, Community Outreach, Spiritual Direction
Education
Hood Theological Seminary 2006 — 2009
M. Div., Preaching & Pastoral Care
University of Central Florida - College of Business Administration 1985 — 1987
M.B.A., Management
VALIC September 2014 - Present
Western North Carolina Conference UMC 2006 - Present
Buffkin Remodeling and Repair January 2013 - September 2014
Edward Jones January 2012 - December 2012
International Minute Press, Winston-Salem September 2000 - February 2006
Various February 1991 - September 2000
Skills
Religion, Pastoral Care, Biblical Studies, Nonprofits, Preaching, Theology, Discipleship, Public Speaking, Church Events, Pastoral Counseling, Missions, Volunteer Management, Community Outreach, Spiritual Direction
Education
Hood Theological Seminary 2006 — 2009
M. Div., Preaching & Pastoral Care
University of Central Florida - College of Business Administration 1985 — 1987
M.B.A., Management
Terry-Ann Hall Terry-Ann Hall's Edward Jones Experience August 2015 - Present
Job Financial Advising
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Best Buy June 2011 - Present
Skills
Customer Service, Microsoft Office, Sales, Retail, Microsoft Excel, Management, Leadership, Microsoft Word, Customer Satisfaction, Teamwork, Team Leadership, Training, Time Management, Sales Management
Education
University of Connecticut
Financial Planning and Services
Edward Jones August 2015 - Present
Best Buy June 2011 - Present
Skills
Customer Service, Microsoft Office, Sales, Retail, Microsoft Excel, Management, Leadership, Microsoft Word, Customer Satisfaction, Teamwork, Team Leadership, Training, Time Management, Sales Management
Education
University of Connecticut
Financial Planning and Services
Holly Reinen Holly Reinen's Edward Jones Experience October 2004 - September 2005
Job Technology Lead, RGAx at Reinsurance Group of America, Incorporated
Industry Insurance
Experience
Reinsurance Group of America, Incorporated July 2015 - Present
Reinsurance Group of America, Incorporated April 2014 - July 2015
Reinsurance Group of America December 2010 - April 2014
Reinsurance Group of America September 2005 - December 2010
Edward Jones October 2004 - September 2005
Genelco Software Solutions January 2002 - October 2004
Kansas City Power & Light May 2000 - May 2001
Skills
Requirements Analysis, Business Analysis, Visio, SDLC, Requirements Gathering, Software Project..., Database Design, Vendor Management, Microsoft SQL Server, Business Intelligence, Process Improvement, Software Development, Integration, Agile Methodologies, JavaScript, MS Project, Java, Quality Assurance, Databases, SQL, Analysis, Oracle, CRM, Project Planning, Data Modeling, Web Services, HTML, Project Management, Systems Analysis
Education
Central Missouri State University
Bachelor of Science (BS), Management Information Systems, General
Reinsurance Group of America, Incorporated July 2015 - Present
Reinsurance Group of America, Incorporated April 2014 - July 2015
Reinsurance Group of America December 2010 - April 2014
Reinsurance Group of America September 2005 - December 2010
Edward Jones October 2004 - September 2005
Genelco Software Solutions January 2002 - October 2004
Kansas City Power & Light May 2000 - May 2001
Skills
Requirements Analysis, Business Analysis, Visio, SDLC, Requirements Gathering, Software Project..., Database Design, Vendor Management, Microsoft SQL Server, Business Intelligence, Process Improvement, Software Development, Integration, Agile Methodologies, JavaScript, MS Project, Java, Quality Assurance, Databases, SQL, Analysis, Oracle, CRM, Project Planning, Data Modeling, Web Services, HTML, Project Management, Systems Analysis
Education
Central Missouri State University
Bachelor of Science (BS), Management Information Systems, General
Eric W. Nikolaus's Edward Jones Experience September 2013 - April 2015
Job Business Development Rep at Plastiko, Inc.
Industry Plastics
Experience
Plastiko, Inc. April 2015 - Present
Edward Jones September 2013 - April 2015
Skills
Sales, resin, plastic,...
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Double Major - Finance and Economics
St. John Vianney High School
Vianney High School
Vianney High School
Plastiko, Inc. April 2015 - Present
Edward Jones September 2013 - April 2015
Skills
Sales, resin, plastic,...
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Double Major - Finance and Economics
St. John Vianney High School
Vianney High School
Vianney High School
Kurt Lorenz Kurt Lorenz's Edward Jones Experience February 2015 - August 2015
Job Strategic Planner
Industry Marketing and Advertising
Experience
Gragg Advertising August 2015 - Present
Edward Jones February 2015 - August 2015
Zillner December 2012 - May 2014
Zillner February 2011 - December 2012
Barkley November 2004 - February 2011
Sullivan Higdon & Sink 2003 - 2005
Valentine Radford 1998 - 2003
Skills
Media Buying, Digital Marketing, Digital Media, Media Planning, Interactive Marketing, Strategy, Integrated Marketing, Email Marketing, Analytics, Lead Generation, Marketing, Digital Strategy, Advertising, Online Advertising, Interactive Advertising, Marketing Communications, SEM, Outdoor Advertising, Marketing Strategy, Online Marketing, PPC, Google Analytics, Brand Awareness, Web Analytics, SEO, Sponsorship, Marketing Management, Direct Response, Multi-channel Marketing, Behavioral Targeting, Media Research, Database Marketing, WordPress, Joomla, comScore, Strategic Partnerships, CRM, Organic Search, Radio, Online Media Buys, Competitive Analysis, Website Development, Ad Networks, Radio Advertising, Display Advertising, Search Advertising, Market Planning, Business Intelligence, PowerPivot
Education
Central Missouri State University 1990 — 1996
BS, Public Relations
Higginsville 1986 — 1990
Lafayette County 1986 — 1990
Gragg Advertising August 2015 - Present
Edward Jones February 2015 - August 2015
Zillner December 2012 - May 2014
Zillner February 2011 - December 2012
Barkley November 2004 - February 2011
Sullivan Higdon & Sink 2003 - 2005
Valentine Radford 1998 - 2003
Skills
Media Buying, Digital Marketing, Digital Media, Media Planning, Interactive Marketing, Strategy, Integrated Marketing, Email Marketing, Analytics, Lead Generation, Marketing, Digital Strategy, Advertising, Online Advertising, Interactive Advertising, Marketing Communications, SEM, Outdoor Advertising, Marketing Strategy, Online Marketing, PPC, Google Analytics, Brand Awareness, Web Analytics, SEO, Sponsorship, Marketing Management, Direct Response, Multi-channel Marketing, Behavioral Targeting, Media Research, Database Marketing, WordPress, Joomla, comScore, Strategic Partnerships, CRM, Organic Search, Radio, Online Media Buys, Competitive Analysis, Website Development, Ad Networks, Radio Advertising, Display Advertising, Search Advertising, Market Planning, Business Intelligence, PowerPivot
Education
Central Missouri State University 1990 — 1996
BS, Public Relations
Higginsville 1986 — 1990
Lafayette County 1986 — 1990
Spencer Weaver's Edward Jones Experience September 2010 - July 2012
Job Credit Analyst at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank Commercial and Industrial Bridge Loan Program September 2014 - Present
Stone Brewing Co. November 2012 - 2015
TapHunter Craft Beer Program Management and Social Media Marketing 2013 - March 2014
Bevato 2013 - March 2014
Edward Jones September 2010 - July 2012
Skills
Commercial Real Estate, Real Estate, Commercial Real Estate..., Sales, Social Media Marketing, Account Management, Personal Financial..., Marketing, Customer Service, Social Media, Brand Development, Business Development, Management, Leadership, Restaurants, Craft Beer, Beer, Hospitality
Education
University of Central Oklahoma 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
BofI Federal Bank Commercial and Industrial Bridge Loan Program September 2014 - Present
Stone Brewing Co. November 2012 - 2015
TapHunter Craft Beer Program Management and Social Media Marketing 2013 - March 2014
Bevato 2013 - March 2014
Edward Jones September 2010 - July 2012
Skills
Commercial Real Estate, Real Estate, Commercial Real Estate..., Sales, Social Media Marketing, Account Management, Personal Financial..., Marketing, Customer Service, Social Media, Brand Development, Business Development, Management, Leadership, Restaurants, Craft Beer, Beer, Hospitality
Education
University of Central Oklahoma 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Tredwin Ric Tredwin Ric's Edward Jones Experience September 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2007 - Present
A Business Affair June 2004 - August 2007
Wells Fargo June 1994 - June 2004
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
University of Connecticut 1984 — 1989
Bachelor of Business Administration (B.B.A.)
Edward Jones September 2007 - Present
A Business Affair June 2004 - August 2007
Wells Fargo June 1994 - June 2004
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
University of Connecticut 1984 — 1989
Bachelor of Business Administration (B.B.A.)
Kay Hosford Kay Hosford's Edward Jones Experience August 2014 - Present
Job Business Owner with Michael Ricky Hosford at Genesis Transport, LLC
Industry Investment Management
Experience
Edward Jones August 2014 - Present
Genesis Transport, LLC April 2014 - Present
Lieff Cabraser Heimann & Bernstein June 2012 - July 2014
Miller & Martin PLLC April 2001 - June 2012
Holme Roberts & Owen LLP November 1999 - March 2001
Skills
Legal Writing, Litigation, Trials, Litigation Support, Civil Litigation, Courts, Commercial Litigation, Document Review, Product Liability, Corporate Law, Legal Assistance, Timeslips, PACER, Depositions, Legal Documents
Education
Denver Paralegal Institute 1987 — 1988
Certificate - Legal Studies, General Studies
University of Colorado at Boulder 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Cherry Creek High School
Edward Jones August 2014 - Present
Genesis Transport, LLC April 2014 - Present
Lieff Cabraser Heimann & Bernstein June 2012 - July 2014
Miller & Martin PLLC April 2001 - June 2012
Holme Roberts & Owen LLP November 1999 - March 2001
Skills
Legal Writing, Litigation, Trials, Litigation Support, Civil Litigation, Courts, Commercial Litigation, Document Review, Product Liability, Corporate Law, Legal Assistance, Timeslips, PACER, Depositions, Legal Documents
Education
Denver Paralegal Institute 1987 — 1988
Certificate - Legal Studies, General Studies
University of Colorado at Boulder 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Cherry Creek High School
Minka Latta's Edward Jones Experience July 2000 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2000 - Present
First National Bank, Liberal Ks September 1994 - July 2000
Skills
Series 7, Mutual Funds, Investments, Securities, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Administrative..., Insurance, Office Management, Life Insurance, Office Administration, Financial Services, Series 63, Series 66
Education
University of Central Oklahoma
Business Administration and Management, General, Current enrolled
Victoria College
Woodward High School, Woodward OK
Edward Jones July 2000 - Present
First National Bank, Liberal Ks September 1994 - July 2000
Skills
Series 7, Mutual Funds, Investments, Securities, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Administrative..., Insurance, Office Management, Life Insurance, Office Administration, Financial Services, Series 63, Series 66
Education
University of Central Oklahoma
Business Administration and Management, General, Current enrolled
Victoria College
Woodward High School, Woodward OK
Christina Owen Christina Owen's Edward Jones Experience 2007 - 2010
Job Sales Trainer at Oppenheimer Funds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
Eric Haney Eric Haney's Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
High Country Search Group October 2010 - July 2013
Atrium Log Homes January 2006 - August 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Finance, Financial Analysis, Customer Service, Leadership, Investments, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Planning, Employee Benefits
Education
University of Colorado at Boulder 2002 — 2005
Bachelor of Science, Environmental Design
University of Colorado Boulder
Edward Jones July 2013 - Present
High Country Search Group October 2010 - July 2013
Atrium Log Homes January 2006 - August 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Finance, Financial Analysis, Customer Service, Leadership, Investments, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Planning, Employee Benefits
Education
University of Colorado at Boulder 2002 — 2005
Bachelor of Science, Environmental Design
University of Colorado Boulder
Mitch Custenborder's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Cohasset Golf Club April 2011 - September 2013
PGA Golf Club October 2009 - April 2011
Morris County Golf Club April 2010 - October 2010
Skills
Golf Instruction, Tournament Operations, Member Relations, Financial Analysis, Tournaments
Education
University of Dayton 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
PGA
Class A, Golf Professional
Edward Jones September 2013 - Present
Cohasset Golf Club April 2011 - September 2013
PGA Golf Club October 2009 - April 2011
Morris County Golf Club April 2010 - October 2010
Skills
Golf Instruction, Tournament Operations, Member Relations, Financial Analysis, Tournaments
Education
University of Dayton 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
PGA
Class A, Golf Professional
Jarod Moran Jarod Moran's Edward Jones Experience February 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Wells Fargo May 2009 - March 2010
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Risk Management, Making Sense of..., Retirement, Asset Allocation, Strategic Financial..., Series 7, Fixed Annuities, Series 63, Life Insurance, 401k, Securities, Financial Planners, Insurance, Financial Analysis, Pensions, Disability Insurance
Education
Central Missouri State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Central Missouri State University
Bachelor of Science, Finance, General
Edward Jones February 2010 - Present
Wells Fargo May 2009 - March 2010
Skills
Retirement Planning, Investments, Finance, Mutual Funds, Risk Management, Making Sense of..., Retirement, Asset Allocation, Strategic Financial..., Series 7, Fixed Annuities, Series 63, Life Insurance, 401k, Securities, Financial Planners, Insurance, Financial Analysis, Pensions, Disability Insurance
Education
Central Missouri State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Central Missouri State University
Bachelor of Science, Finance, General
Michael S.Hill AAMS Michael S.Hill AAMS's Edward Jones Experience June 2006 - March 2011
Job Financial Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial Services At First State Bank March 2011 - Present
Edward Jones June 2006 - March 2011
Service Master Construction Services April 2000 - June 2006
Eastern Missouri District Police Academy 1998 - 2003
Skills
Retirement Planning, Retirement, Investment Advisory, 401k Rollovers, IRAs, Wealth Management, Long-term Care, 401k, Series 63, Life Insurance, Investments, Mutual Funds, Municipal Bonds, Roth IRA, Insurance, FINRA, Alternative Investments, AAMS, Stocks, Bonds, Wealth Accumulation, Series 7, Unit Trusts, REIT, Income Protection, High Net Worth..., BDCs
Education
University of Colorado at Denver 1974 — 1978
College of Financial Planning 2010 — 2010
Invest Financial Services At First State Bank March 2011 - Present
Edward Jones June 2006 - March 2011
Service Master Construction Services April 2000 - June 2006
Eastern Missouri District Police Academy 1998 - 2003
Skills
Retirement Planning, Retirement, Investment Advisory, 401k Rollovers, IRAs, Wealth Management, Long-term Care, 401k, Series 63, Life Insurance, Investments, Mutual Funds, Municipal Bonds, Roth IRA, Insurance, FINRA, Alternative Investments, AAMS, Stocks, Bonds, Wealth Accumulation, Series 7, Unit Trusts, REIT, Income Protection, High Net Worth..., BDCs
Education
University of Colorado at Denver 1974 — 1978
College of Financial Planning 2010 — 2010
John Deister John Deister's Edward Jones Experience September 1996 - September 1997
Job Vice President and Head of Software Engineering
Industry Information Technology and Services
Experience
Amdocs February 2008 - Present
Amdocs October 2006 - February 2008
Amdocs May 2005 - October 2006
Amdocs July 2000 - May 2005
Amdocs September 1997 - July 2000
Edward Jones September 1996 - September 1997
Amdocs May 1994 - September 1996
Electronic Data Systems February 1991 - May 1994
Education
University of Dayton 1986 — 1990
Bachelors of Science, Computer Science
St. Louis University High School 1982 — 1986
Amdocs February 2008 - Present
Amdocs October 2006 - February 2008
Amdocs May 2005 - October 2006
Amdocs July 2000 - May 2005
Amdocs September 1997 - July 2000
Edward Jones September 1996 - September 1997
Amdocs May 1994 - September 1996
Electronic Data Systems February 1991 - May 1994
Education
University of Dayton 1986 — 1990
Bachelors of Science, Computer Science
St. Louis University High School 1982 — 1986
Andy Crabb Andy Crabb's Edward Jones Experience May 2002 - May 2004
Job Account Executive at NetSuite
Industry Computer Software
Experience
NetSuite February 2013 - Present
Rivet Software December 2011 - February 2013
Crown Advisory July 2011 - October 2011
Indepedant Estate Planner October 2007 - May 2011
A.G. Edwards & Sons, Inc. June 2004 - February 2007
Edward Jones May 2002 - May 2004
AIESEC - International internship June 1999 - October 1999
Skills
Strategic Financial..., Business Development, CRM, Estate Planning, B2B, C Level Selling, XBRL, Cloud Computing, Enterprise Software, Capital Markets, International Sales, International Business..., Saas, NetSuite, Solution Selling, Business Planning, Insurance, SaaS, Salesforce.com, Sales, New Business Development, Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS)
University of Sydney
University of Wollongong
NetSuite February 2013 - Present
Rivet Software December 2011 - February 2013
Crown Advisory July 2011 - October 2011
Indepedant Estate Planner October 2007 - May 2011
A.G. Edwards & Sons, Inc. June 2004 - February 2007
Edward Jones May 2002 - May 2004
AIESEC - International internship June 1999 - October 1999
Skills
Strategic Financial..., Business Development, CRM, Estate Planning, B2B, C Level Selling, XBRL, Cloud Computing, Enterprise Software, Capital Markets, International Sales, International Business..., Saas, NetSuite, Solution Selling, Business Planning, Insurance, SaaS, Salesforce.com, Sales, New Business Development, Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS)
University of Sydney
University of Wollongong
Art Rosser Art Rosser's Edward Jones Experience June 2006 - January 2011
Job Financial Advisor at Art Rosser Financial Services Group
Industry Financial Services
Experience
Art Rosser Financial Services Group January 2013 - Present
MidSouth Capital March 2011 - January 2013
Edward Jones June 2006 - January 2011
Art Rosser Photography, Inc May 1993 - June 2006
Quadras 1993 - 2005
Skills
IRAs, Saving for Education, Registered Investment..., Portfolio Management, Investment Advisory..., 529 Plans, Investments, Variable Annuities, Long Term Care Insurance, Long-term Care, 401k Rollovers, Disability Insurance, Estate Planning, Asset Management, Strategic Financial..., Stocks, Bonds, Securities, Life Insurance, Finance, Mutual Funds, Retirement Planning, Series 7, Series 66
Education
Central Missouri State University 1989 — 1992
Bachelor's degree, Photography/Business
Art Rosser Financial Services Group January 2013 - Present
MidSouth Capital March 2011 - January 2013
Edward Jones June 2006 - January 2011
Art Rosser Photography, Inc May 1993 - June 2006
Quadras 1993 - 2005
Skills
IRAs, Saving for Education, Registered Investment..., Portfolio Management, Investment Advisory..., 529 Plans, Investments, Variable Annuities, Long Term Care Insurance, Long-term Care, 401k Rollovers, Disability Insurance, Estate Planning, Asset Management, Strategic Financial..., Stocks, Bonds, Securities, Life Insurance, Finance, Mutual Funds, Retirement Planning, Series 7, Series 66
Education
Central Missouri State University 1989 — 1992
Bachelor's degree, Photography/Business
Brenton Barrett Brenton Barrett's Edward Jones Experience March 1993 - December 1997
Job Independent Law Practice Professional
Industry Law Practice
Experience
Private Law Firm March 2003 - Present
Edward Jones March 1993 - December 1997
Education
University of Chicago Law School 1998 — 2002
LL.B., Criminal Law
Private Law Firm March 2003 - Present
Edward Jones March 1993 - December 1997
Education
University of Chicago Law School 1998 — 2002
LL.B., Criminal Law
Betsy Carlson Betsy Carlson's Edward Jones Experience November 2012 - September 2015
Job Outreach and community screening coordinator at Return of the River, Elwha Film LLC
Industry Professional Training & Coaching
Experience
Return of the River, Elwha Film LLC January 2015 - Present
Return of the River, Elwha LLC and volunteer positions around Port Townsend January 2015 - Present
Edward Jones November 2012 - September 2015
Jefferson Community School December 2014 - June 2015
Washington State University August 2013 - June 2014
Jefferson Community School August 2011 - October 2012
Olympic National Park February 2002 - June 2007
Peace Corps July 1996 - July 2001
Olympic Peninsula Foundation February 1993 - June 1996
Skills
Non-profits, Community Development, Environmental Awareness, Community Outreach, Grant Writing, Newsletters, Nonprofits, Proposal Writing, Ecology, Environmental Education, Grants, International..., Policy, Volunteer Management, Program Management, Public Speaking
Education
Yale University 1987 — 1989
MES, Forestry and Environmental Studies
University of Delaware
BS, Agriculture/Plant Science
Return of the River, Elwha Film LLC January 2015 - Present
Return of the River, Elwha LLC and volunteer positions around Port Townsend January 2015 - Present
Edward Jones November 2012 - September 2015
Jefferson Community School December 2014 - June 2015
Washington State University August 2013 - June 2014
Jefferson Community School August 2011 - October 2012
Olympic National Park February 2002 - June 2007
Peace Corps July 1996 - July 2001
Olympic Peninsula Foundation February 1993 - June 1996
Skills
Non-profits, Community Development, Environmental Awareness, Community Outreach, Grant Writing, Newsletters, Nonprofits, Proposal Writing, Ecology, Environmental Education, Grants, International..., Policy, Volunteer Management, Program Management, Public Speaking
Education
Yale University 1987 — 1989
MES, Forestry and Environmental Studies
University of Delaware
BS, Agriculture/Plant Science
Ken Petzoldt Ken Petzoldt's Edward Jones Experience May 1997 - April 1999
Job Consultant at Ferguson Consulting
Industry Information Technology and Services
Experience
Ferguson Consulting Inc. March 2010 - Present
Anheuser-Busch InBev August 2009 - March 2010
Aurora Systems Group September 2002 - April 2004
GMAC Insurance April 1999 - September 2002
Edward Jones May 1997 - April 1999
Education
University of Central Missouri 1993 — 1997
Bachelor of Science, Computer Science and Mathematics
Ferguson Consulting Inc. March 2010 - Present
Anheuser-Busch InBev August 2009 - March 2010
Aurora Systems Group September 2002 - April 2004
GMAC Insurance April 1999 - September 2002
Edward Jones May 1997 - April 1999
Education
University of Central Missouri 1993 — 1997
Bachelor of Science, Computer Science and Mathematics
Lawrence (Larry) (Larry Rude) Rude Lawrence (Larry) (Larry Rude) Rude's Edward Jones Experience October 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Education
Central Missouri State University
Central Missouri State University
Bachelor of Applied Science (B.A.Sc.)
Edward Jones October 2010 - Present
Education
Central Missouri State University
Central Missouri State University
Bachelor of Applied Science (B.A.Sc.)
Andrea Chambers Ernst Andrea Chambers Ernst's Edward Jones Experience June 2009 - February 2010
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank July 2015 - Present
Touchstone Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
AXA Advisors, LLC March 2010 - May 2011
Edward Jones June 2009 - February 2010
Education
University of Cincinnati 2004 — 2009
Bachelor of Business Administration
University of Cincinnati College of Business 2004 — 2009
Fifth Third Bank July 2015 - Present
Touchstone Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
AXA Advisors, LLC March 2010 - May 2011
Edward Jones June 2009 - February 2010
Education
University of Cincinnati 2004 — 2009
Bachelor of Business Administration
University of Cincinnati College of Business 2004 — 2009
Lisa Niemeyer Lisa Niemeyer's Edward Jones Experience September 2012 - April 2013
Job HR Coordinator at MTS
Industry Human Resources
Experience
Mid-America Transplant Services November 2014 - Present
PolyOne April 2013 - November 2014
Edward Jones September 2012 - April 2013
American Equity Mortgage April 2012 - September 2012
Edward Jones October 2011 - April 2012
GS Robins October 2010 - September 2011
Enterprise Rent-A-Car June 2007 - August 2010
Skills
Payroll, Employee Benefits, Customer Service, Time Management, Management, Training, Interviews, Human Resources, Performance Management, Administration, CRM, Recruiting
Education
University of Denver
Bachelor of Arts, Psychology
Mid-America Transplant Services November 2014 - Present
PolyOne April 2013 - November 2014
Edward Jones September 2012 - April 2013
American Equity Mortgage April 2012 - September 2012
Edward Jones October 2011 - April 2012
GS Robins October 2010 - September 2011
Enterprise Rent-A-Car June 2007 - August 2010
Skills
Payroll, Employee Benefits, Customer Service, Time Management, Management, Training, Interviews, Human Resources, Performance Management, Administration, CRM, Recruiting
Education
University of Denver
Bachelor of Arts, Psychology
Mandwel Patterson Mandwel Patterson's Edward Jones Experience January 2015 - Present
Job Edward Jones, Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Stark State College of Technology January 2007 - Present
Patterson Corp May 2013 - January 2015
Lewaro Construction, Incorporated January 2007 - December 2013
Canton Community Improvement Corporation 2003-2008 May 2003 - March 2007
City of January 1998 - January 2003
Alpha Phi Alpha Fraternity, Inc. 1994 - 1994
Alpha Phi Alpha Fraternity, Inc. 1994 - 1994
Skills
Marketing, Strategic Planning, Strategy, Microsoft Office, Economic Development, Public Speaking, Grant Writing, Strategic Financial..., Research, Supervisory Skills, Leadership Development, Construction Management, Community Outreach, Training, Staff Development, Program Development, Policy, Higher Education, Policy Analysis, Management, Business Development, Social Media, Government, Construction, Event Planning, Leadership, Project Planning, Nonprofits, Customer Service, Finance, Budgets, Team Building, Negotiation, Coaching, Public Relations, Procurement, Microsoft Word, Fundraising, Recruiting, Community Development, Program Management, Organizational..., Start-ups, Project Management, System Administration, Investments, Microsoft Excel, Teaching, Contract Negotiation, Proposal Writing
Education
University of Dayton 1994 — 2001
Masters, Public Administration
University of Dayton 1994 — 1998
Bachelor, Political Science/Philosophy
Edward Jones January 2015 - Present
Stark State College of Technology January 2007 - Present
Patterson Corp May 2013 - January 2015
Lewaro Construction, Incorporated January 2007 - December 2013
Canton Community Improvement Corporation 2003-2008 May 2003 - March 2007
City of January 1998 - January 2003
Alpha Phi Alpha Fraternity, Inc. 1994 - 1994
Alpha Phi Alpha Fraternity, Inc. 1994 - 1994
Skills
Marketing, Strategic Planning, Strategy, Microsoft Office, Economic Development, Public Speaking, Grant Writing, Strategic Financial..., Research, Supervisory Skills, Leadership Development, Construction Management, Community Outreach, Training, Staff Development, Program Development, Policy, Higher Education, Policy Analysis, Management, Business Development, Social Media, Government, Construction, Event Planning, Leadership, Project Planning, Nonprofits, Customer Service, Finance, Budgets, Team Building, Negotiation, Coaching, Public Relations, Procurement, Microsoft Word, Fundraising, Recruiting, Community Development, Program Management, Organizational..., Start-ups, Project Management, System Administration, Investments, Microsoft Excel, Teaching, Contract Negotiation, Proposal Writing
Education
University of Dayton 1994 — 2001
Masters, Public Administration
University of Dayton 1994 — 1998
Bachelor, Political Science/Philosophy
Jennifer Vochatzer's Edward Jones Experience February 2013 - October 2013
Job Technical Recruiter
Industry Information Technology and Services
Experience
Midwest Consulting Group October 2013 - November 2014
Edward Jones February 2013 - October 2013
Westaff December 2004 - November 2012
Comcast Cable September 1998 - October 2003
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Technical Recruiting, Employee Relations, Customer Service, Temporary Placement, New Hire Orientations, Coaching, Customer-focused, Employee Benefits, Leadership, Call Centers, Payroll, Internet Recruiting, Resume Writing, Hiring, Staffing Services, Temporary Staffing, Interviews, Management
Education
University of Central Missouri 2000 — 2002
BS, Communications
Midwest Consulting Group October 2013 - November 2014
Edward Jones February 2013 - October 2013
Westaff December 2004 - November 2012
Comcast Cable September 1998 - October 2003
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Technical Recruiting, Employee Relations, Customer Service, Temporary Placement, New Hire Orientations, Coaching, Customer-focused, Employee Benefits, Leadership, Call Centers, Payroll, Internet Recruiting, Resume Writing, Hiring, Staffing Services, Temporary Staffing, Interviews, Management
Education
University of Central Missouri 2000 — 2002
BS, Communications
Magali Lutz's Edward Jones Experience December 2007 - Present
Job AAMS ® Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2007 - Present
Flextronics September 2006 - September 2007
IBM April 2004 - August 2006
IBM October 1999 - May 2004
IBM January 1999 - October 1999
Mango Graphics January 1995 - July 1999
Skills
Management, Finance, Investments, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, 401k, Series 63, Financial Analysis, Financial Services, Small Business, Business Development, Customer Satisfaction, Customer Service, Estate Planning, Insurance, Leadership, Life Insurance, Operations Management, Process Improvement, Sales, Securities, Strategic Planning, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (B.S.), Business Administration, Management and Operations
Edward Jones December 2007 - Present
Flextronics September 2006 - September 2007
IBM April 2004 - August 2006
IBM October 1999 - May 2004
IBM January 1999 - October 1999
Mango Graphics January 1995 - July 1999
Skills
Management, Finance, Investments, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, 401k, Series 63, Financial Analysis, Financial Services, Small Business, Business Development, Customer Satisfaction, Customer Service, Estate Planning, Insurance, Leadership, Life Insurance, Operations Management, Process Improvement, Sales, Securities, Strategic Planning, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (B.S.), Business Administration, Management and Operations
Josh Isakson's Edward Jones Experience May 2008 - August 2008
Job Portfolio Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank March 2012 - Present
Bank of America January 2010 - March 2012
Edward Jones May 2008 - August 2008
Gray, Ritter & Graham May 2007 - August 2007
St. Louis County Prosecutor May 2006 - August 2006
StorageTek May 2004 - August 2004
StorageTek May 2003 - August 2003
Starbucks Coffee Company May 2002 - August 2002
Starbucks Coffee Company May 2001 - August 2001
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance & Strategy
Washington University in St. Louis School of Law 2005 — 2009
JD, Law
University of Colorado Boulder - Leeds School of Business 1999 — 2004
BMO Harris Bank March 2012 - Present
Bank of America January 2010 - March 2012
Edward Jones May 2008 - August 2008
Gray, Ritter & Graham May 2007 - August 2007
St. Louis County Prosecutor May 2006 - August 2006
StorageTek May 2004 - August 2004
StorageTek May 2003 - August 2003
Starbucks Coffee Company May 2002 - August 2002
Starbucks Coffee Company May 2001 - August 2001
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance & Strategy
Washington University in St. Louis School of Law 2005 — 2009
JD, Law
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Sonja Hayes J.D.,LL.M.,CLU's Edward Jones Experience January 1998 - July 1998
Job Director, Advanced Markets at Prudential
Industry Financial Services
Experience
Prudential December 2007 - Present
Jackson National December 2004 - December 2007
MetLife July 1998 - December 2004
Edward Jones January 1998 - July 1998
Skills
Estate Planning, Retirement Planning, Tax Law, Tax, Wealth, Insurance, Financial Planning, Investments, Continuing Education, Trusts, Strategic Financial..., Retirement, Mutual Funds, Securities, Fixed Annuities
Education
Strayer University 2009 — 2010
MBA, Marketing
Washington University in St. Louis School of Law 1996 — 1997
LL.M., Taxation
University of Missouri-Columbia School of Law 1993 — 1996
J.D., Law
University of Colorado Denver 1989 — 1993
BA, Political Science
Prudential December 2007 - Present
Jackson National December 2004 - December 2007
MetLife July 1998 - December 2004
Edward Jones January 1998 - July 1998
Skills
Estate Planning, Retirement Planning, Tax Law, Tax, Wealth, Insurance, Financial Planning, Investments, Continuing Education, Trusts, Strategic Financial..., Retirement, Mutual Funds, Securities, Fixed Annuities
Education
Strayer University 2009 — 2010
MBA, Marketing
Washington University in St. Louis School of Law 1996 — 1997
LL.M., Taxation
University of Missouri-Columbia School of Law 1993 — 1996
J.D., Law
University of Colorado Denver 1989 — 1993
BA, Political Science
Kateri Lowery's Edward Jones Experience February 2008 - Present
Job GBN Coordinator, Edward Jones
Industry Information Services
Experience
Edward Jones February 2008 - Present
Elan-Polo February 2006 - February 2008
Education
University of Central Missouri 1999 — 2004
Edward Jones February 2008 - Present
Elan-Polo February 2006 - February 2008
Education
University of Central Missouri 1999 — 2004
Erick Roshelli's Edward Jones Experience December 2006 - October 2008
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
Edward Jones December 2006 - October 2008
wells fargo financial June 2002 - November 2006
Skills
Series 7, Investment Advisory, Series 24, Investments, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Asset Management, High Net Worth..., Risk Management, Series 63, Uniform Combined State..., Mutual Funds, FINRA, Investment Strategies, Wealth Management, Valuation, ETFs, Alternative Investments
Education
University of Delaware
Bachelor of Science (BS), Finance, General
TD Ameritrade November 2008 - Present
Edward Jones December 2006 - October 2008
wells fargo financial June 2002 - November 2006
Skills
Series 7, Investment Advisory, Series 24, Investments, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Asset Management, High Net Worth..., Risk Management, Series 63, Uniform Combined State..., Mutual Funds, FINRA, Investment Strategies, Wealth Management, Valuation, ETFs, Alternative Investments
Education
University of Delaware
Bachelor of Science (BS), Finance, General
Jeff Overberg's Edward Jones Experience November 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Forest Busby's Edward Jones Experience February 2006 - August 2010
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2010 - Present
The Woodlands Rotary Club October 2006 - December 2010
Edward Jones February 2006 - August 2010
Dow Chemical 1991 - 2005
Education
University of Delaware 1985 — 1990
Ph.D., Chemical Engineering
University of Houston 1978 — 1985
B.S., Chemical Engineering
JPMorgan Chase Bank, N.A. September 2010 - Present
The Woodlands Rotary Club October 2006 - December 2010
Edward Jones February 2006 - August 2010
Dow Chemical 1991 - 2005
Education
University of Delaware 1985 — 1990
Ph.D., Chemical Engineering
University of Houston 1978 — 1985
B.S., Chemical Engineering
James Abarquez's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Edward Jones July 2008 - September 2013
Tom James Company August 2007 - July 2008
Education
University of Central Florida - College of Business Administration
Bachelor of Business Administration (BBA)
Edward Jones October 2013 - Present
Edward Jones July 2008 - September 2013
Tom James Company August 2007 - July 2008
Education
University of Central Florida - College of Business Administration
Bachelor of Business Administration (BBA)
Brandeis Mitchell's Edward Jones Experience May 1996 - January 1999
Job Manager, ERP Applications at Host Hotels & Resorts
Industry Real Estate
Experience
Host Hotels & Resorts Manager, ERP ApplicationsHost Hotels & ResortsJanuary 2013 - Present
Host Hotels & Resorts July 2007 - January 2013
Host Marriott 2000 - 2007
Edward Jones May 1996 - January 1999
Skills
PeopleTools, PeopleCode, SQR, SQL, PeopleSoft Financial, PeopleSoft HR, Trainer, SDLC, PeopleSoft, Project Management, Budgets, Business Analysis, Business Intelligence, Business Process, Customer Service, ERP, Financial Analysis, HRIS, Integration, Leadership, Requirements Analysis, Software Documentation, Visio, XML Publisher
Education
Webster University 1996 — 1998
Bachelor of Science, Computer Science
University of Central Missouri 1994 — 1996
Computer Science
Host Hotels & Resorts Manager, ERP ApplicationsHost Hotels & ResortsJanuary 2013 - Present
Host Hotels & Resorts July 2007 - January 2013
Host Marriott 2000 - 2007
Edward Jones May 1996 - January 1999
Skills
PeopleTools, PeopleCode, SQR, SQL, PeopleSoft Financial, PeopleSoft HR, Trainer, SDLC, PeopleSoft, Project Management, Budgets, Business Analysis, Business Intelligence, Business Process, Customer Service, ERP, Financial Analysis, HRIS, Integration, Leadership, Requirements Analysis, Software Documentation, Visio, XML Publisher
Education
Webster University 1996 — 1998
Bachelor of Science, Computer Science
University of Central Missouri 1994 — 1996
Computer Science
Dan DiSciullo's Edward Jones Experience July 2009 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones July 2009 - Present
FootBridge Engineering PCS 2007 - 2008
Education
University of Connecticut 2002 — 2007
University of Hawaii at Manoa 2004 — 2005
Edward Jones July 2009 - Present
FootBridge Engineering PCS 2007 - 2008
Education
University of Connecticut 2002 — 2007
University of Hawaii at Manoa 2004 — 2005
Greg Deemer's Edward Jones Experience 2009 - 2011
Job Director at Colorado Engineering Inc
Industry Defense & Space
Experience
Colorado Engineering Inc August 2015 - Present
Colorado Engineering Inc September 2012 - Present
Hold Brothers Capital, LLC 2012 - January 2013
JPMorgan Chase April 2011 - January 2012
Edward Jones 2009 - 2011
Atmel 2006 - 2009
DRS Technologies 2000 - 2006
Skills
Series 7, Series 66, Mutual Funds, Equities, Trading, Debugging, Testing, Analysis, Product Development, Unix, Electronics
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelors of Science, Computer Engineering
Colorado Engineering Inc August 2015 - Present
Colorado Engineering Inc September 2012 - Present
Hold Brothers Capital, LLC 2012 - January 2013
JPMorgan Chase April 2011 - January 2012
Edward Jones 2009 - 2011
Atmel 2006 - 2009
DRS Technologies 2000 - 2006
Skills
Series 7, Series 66, Mutual Funds, Equities, Trading, Debugging, Testing, Analysis, Product Development, Unix, Electronics
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelors of Science, Computer Engineering
Gage Hemmelgarn LUTCF's Edward Jones Experience July 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Federated Insurance February 2002 - September 2012
St.Louis Post Dispatch January 2001 - December 2001
Skills
Life Insurance, Investments, Insurance, Disability Insurance, Employee Benefits, Mutual Funds, Strategic Financial..., Long-term Care, Term Life Insurance, Health Insurance, Fixed Annuities, Estate Planning, Portfolio Management, Retirement Planning, Universal Life, Retirement, Long Term Care Insurance, Whole Life, Asset Management, 401k, Licensed Life
Education
Central Missouri State University 1996 — 2000
Edward Jones July 2012 - Present
Federated Insurance February 2002 - September 2012
St.Louis Post Dispatch January 2001 - December 2001
Skills
Life Insurance, Investments, Insurance, Disability Insurance, Employee Benefits, Mutual Funds, Strategic Financial..., Long-term Care, Term Life Insurance, Health Insurance, Fixed Annuities, Estate Planning, Portfolio Management, Retirement Planning, Universal Life, Retirement, Long Term Care Insurance, Whole Life, Asset Management, 401k, Licensed Life
Education
Central Missouri State University 1996 — 2000
Dale Hipkins's Edward Jones Experience April 2009 - August 2009
Job Technical Implementation Manger at First Data Corporation
Industry Sports
Experience
First Data Corporation August 2009 - Present
Edward Jones April 2009 - August 2009
Hipkins Enterprises May 2005 - June 2009
First Data Corporation October 1994 - May 2005
Concord EFS 1999 - 2001
Skills
Data Center, Management, Vendor Management, Team Building, Start-ups, Security, Executive Management, Information Technology, Disaster Recovery, IT Strategy, IT Management, Retail
Education
University of Delaware 1981 — 1983
First Data Corporation August 2009 - Present
Edward Jones April 2009 - August 2009
Hipkins Enterprises May 2005 - June 2009
First Data Corporation October 1994 - May 2005
Concord EFS 1999 - 2001
Skills
Data Center, Management, Vendor Management, Team Building, Start-ups, Security, Executive Management, Information Technology, Disaster Recovery, IT Strategy, IT Management, Retail
Education
University of Delaware 1981 — 1983
Sarah Savoie's Edward Jones Experience June 2008 - October 2008
Job Principal Examiner at NCUA
Industry Government Administration
Experience
NCUA November 2013 - Present
National Credit Union Administration October 2012 - November 2013
NCUA February 2012 - October 2012
NCUA 2010 - February 2012
University of Colorado Denver August 2009 - July 2010
Electrical Federal Credit Union October 2008 - May 2009
Edward Jones June 2008 - October 2008
Chick-fil-A November 2001 - November 2007
Skills
Finance, Accounting, Financial Analysis, Budgets, Strategic Financial..., Financial Modeling, Sales, Customer Service, Management, Strategic Planning, Financial Reporting, Analysis, Human Resources, Data Analysis, Strategy, Microsoft Excel, Risk Management, Leadership, Forecasting
Education
University of Colorado Denver 2009 — 2010
MBA, 11-month MBA Program
Clayton State University 2004 — 2008
BBA, Management, Finance
NCUA November 2013 - Present
National Credit Union Administration October 2012 - November 2013
NCUA February 2012 - October 2012
NCUA 2010 - February 2012
University of Colorado Denver August 2009 - July 2010
Electrical Federal Credit Union October 2008 - May 2009
Edward Jones June 2008 - October 2008
Chick-fil-A November 2001 - November 2007
Skills
Finance, Accounting, Financial Analysis, Budgets, Strategic Financial..., Financial Modeling, Sales, Customer Service, Management, Strategic Planning, Financial Reporting, Analysis, Human Resources, Data Analysis, Strategy, Microsoft Excel, Risk Management, Leadership, Forecasting
Education
University of Colorado Denver 2009 — 2010
MBA, 11-month MBA Program
Clayton State University 2004 — 2008
BBA, Management, Finance
Chad Hucko's Edward Jones Experience January 2013 - Present
Job Technical Consultant at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones January 2013 - Present
Skills
System Administration, Solaris, Disaster Recovery, Unix, Virtualization, Windows Server, Networking, ITIL, Data Center, VMware, Troubleshooting
Education
University of Central Missouri
Edward Jones January 2013 - Present
Skills
System Administration, Solaris, Disaster Recovery, Unix, Virtualization, Windows Server, Networking, ITIL, Data Center, VMware, Troubleshooting
Education
University of Central Missouri
LaVelna Day's Edward Jones Experience October 2008 - October 2012
Job Provider Claims Resolution Specialist
Industry Insurance
Experience
Centene Corporation May 2015 - Present
Christian Methodist Episcopal Church August 2007 - Present
UnitedHealthcare January 2013 - January 2015
Edward Jones October 2008 - October 2012
Western Union April 2001 - July 2008
Skills
Call Center, Call Centers, Coaching, Customer Experience, Customer Satisfaction, Customer Service, Employee Relations, Event Planning, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Outlook, Process Improvement, Public Speaking, Research, Social Media, Team Building, Team Leadership
Education
University of Central Missouri 1993 — 1994
Centene Corporation May 2015 - Present
Christian Methodist Episcopal Church August 2007 - Present
UnitedHealthcare January 2013 - January 2015
Edward Jones October 2008 - October 2012
Western Union April 2001 - July 2008
Skills
Call Center, Call Centers, Coaching, Customer Experience, Customer Satisfaction, Customer Service, Employee Relations, Event Planning, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Outlook, Process Improvement, Public Speaking, Research, Social Media, Team Building, Team Leadership
Education
University of Central Missouri 1993 — 1994
Laura Olinger's Edward Jones Experience September 2011 - Present
Job Branch Office Administrator OnCall at Edward Jones
Industry Management Consulting
Experience
Edward Jones September 2011 - Present
Overland Park, KS September 2009 - June 2011
Borders March 2006 - June 2008
Education
University of Colorado at Boulder
Edward Jones September 2011 - Present
Overland Park, KS September 2009 - June 2011
Borders March 2006 - June 2008
Education
University of Colorado at Boulder
Josh Stackhouse's Edward Jones Experience March 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2013 - Present
The WLB Group, Inc. November 2011 - March 2013
Desert Hills Bank June 2005 - December 2008
Education
Northern Arizona University 2009 — 2013
Master of Engineering (M.Eng.), Civil Engineering
University of Colorado Boulder 1999 — 2003
BA, Geography
Edward Jones March 2013 - Present
The WLB Group, Inc. November 2011 - March 2013
Desert Hills Bank June 2005 - December 2008
Education
Northern Arizona University 2009 — 2013
Master of Engineering (M.Eng.), Civil Engineering
University of Colorado Boulder 1999 — 2003
BA, Geography
Traci Schueler-Hurst's Edward Jones Experience January 2005 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2005 - Present
Child Focus May 2002 - January 2005
Education
University of Cincinnati 1999 — 2000
Accounting
Edward Jones January 2005 - Present
Child Focus May 2002 - January 2005
Education
University of Cincinnati 1999 — 2000
Accounting
Chris Gump's Edward Jones Experience Assistant sports editorSuburban Journals2003 - 2008
Job Finacial advisor trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones Assistant sports editorSuburban Journals2003 - 2008
Education
University of Central Missouri 1999 — 2003
Bachelor of Science, Journalism
Edward Jones Assistant sports editorSuburban Journals2003 - 2008
Education
University of Central Missouri 1999 — 2003
Bachelor of Science, Journalism
Patti Carroll's Edward Jones Experience Territory MangerAmoena USAFebruary 1998 - May 2008
Job Retired
Industry Investment Management
Experience
Edward Jones Territory MangerAmoena USAFebruary 1998 - May 2008
National MS Society 1996 - 1998
Education
University of Central Missouri
BA
Edward Jones Territory MangerAmoena USAFebruary 1998 - May 2008
National MS Society 1996 - 1998
Education
University of Central Missouri
BA
Pam Herrmann's Edward Jones Experience September 2011 - Present
Job Sr Programmer/Analyst at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones September 2011 - Present
Education
Central Missouri State University
BSBA
Edward Jones September 2011 - Present
Education
Central Missouri State University
BSBA
Tom Bianciotto's Edward Jones Experience October 2007 - May 2012
Job Owner at TJB Management
Industry Financial Services
Experience
TJB Management 1996 - Present
Edward Jones October 2007 - May 2012
Stockyards Appraisal 1997 - 2007
JPMorgan Chase 1986 - 1997
Chicago Floor Exchanges 1975 - 1986
US Army August 1971 - August 1973
Skills
Policy, Microsoft Office, IRAs, Estate Planning, Retirement, 401k, Investments, Mutual Funds, 401k Rollovers, Saving for Education, Strategic Financial..., Series 7, Series 66, Life Insurance, Annities License
Education
University of Illinois at Chicago 1973 — 1975
Pre med science
University of Dayton 1967 — 1971
B.A., Psychology
TJB Management 1996 - Present
Edward Jones October 2007 - May 2012
Stockyards Appraisal 1997 - 2007
JPMorgan Chase 1986 - 1997
Chicago Floor Exchanges 1975 - 1986
US Army August 1971 - August 1973
Skills
Policy, Microsoft Office, IRAs, Estate Planning, Retirement, 401k, Investments, Mutual Funds, 401k Rollovers, Saving for Education, Strategic Financial..., Series 7, Series 66, Life Insurance, Annities License
Education
University of Illinois at Chicago 1973 — 1975
Pre med science
University of Dayton 1967 — 1971
B.A., Psychology
Amy Estep's Edward Jones Experience September 2012 - November 2014
Job Sales Coordinator at 21c Museum Hotels
Industry Hospitality
Experience
21c Museum Hotels December 2014 - Present
Edward Jones September 2012 - November 2014
Commonwealth Hotels March 2009 - February 2012
Commonwealth Hotels June 2007 - March 2009
Haversham & Baker Golfing Expeditions December 2005 - June 2007
Comair September 2000 - December 2005
Messer Construction Co. August 1994 - April 1999
Skills
Event Management, Event Planning, Hospitality, Customer Service, Hotels, Hospitality Management, Sales, Hospitality Industry, Meeting Planning, Food & Beverage, Revenue Analysis, Sales Management, Budgets
Education
University of Cincinnati 1996 — 2000
Sales & Marketing
21c Museum Hotels December 2014 - Present
Edward Jones September 2012 - November 2014
Commonwealth Hotels March 2009 - February 2012
Commonwealth Hotels June 2007 - March 2009
Haversham & Baker Golfing Expeditions December 2005 - June 2007
Comair September 2000 - December 2005
Messer Construction Co. August 1994 - April 1999
Skills
Event Management, Event Planning, Hospitality, Customer Service, Hotels, Hospitality Management, Sales, Hospitality Industry, Meeting Planning, Food & Beverage, Revenue Analysis, Sales Management, Budgets
Education
University of Cincinnati 1996 — 2000
Sales & Marketing
Brett Walters's Edward Jones Experience 2010 - October 2013
Job Independent Financial Advisor at National Financial Advisors
Industry Financial Services
Experience
National Financial Advisors October 2013 - Present
Edward Jones 2010 - October 2013
US Navy 1998 - 2004
Education
University of Colorado Denver 2008 — 2009
National Financial Advisors October 2013 - Present
Edward Jones 2010 - October 2013
US Navy 1998 - 2004
Education
University of Colorado Denver 2008 — 2009
Owen Elder AAMS's Edward Jones Experience May 2009 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones May 2009 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Financial Advisory, 401k, Asset Allocation, Fixed Annuities, Investment Strategies, series 66
Education
University of Delaware 2003 — 2008
Edward Jones May 2009 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Financial Advisory, 401k, Asset Allocation, Fixed Annuities, Investment Strategies, series 66
Education
University of Delaware 2003 — 2008
Martha Staky's Edward Jones Experience May 2003 - Present
Job branch assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2003 - Present
Skills
Account Management, Team Building, Strategic Planning, Financial Analysis
Education
University of Colorado Boulder 1985 — 1986
MBA, finance
Purdue University 1977 — 1981
BSIM, Industrial Mgmt with computer science
Edward Jones May 2003 - Present
Skills
Account Management, Team Building, Strategic Planning, Financial Analysis
Education
University of Colorado Boulder 1985 — 1986
MBA, finance
Purdue University 1977 — 1981
BSIM, Industrial Mgmt with computer science
Don Rosenbeck's Edward Jones Experience 2008 - 2009
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Edward Jones 2008 - 2009
Ft. Recovery Equity 2007 - 2008
Motoman, Inc. 1996 - 2007
Siemens 1994 - 1996
Westinghouse Electric Company 1989 - 1994
Maria Stein Center 1983 - 1988
The Minster Machine Company 1974 - 1983
Skills
Logistics, Process Improvement, Production Planning, Inventory Management, Inventory Control, Materials Management, Warehousing, Manufacturing, Purchasing, Six Sigma, Lean Manufacturing, Supply Chain Management, Operations Management, Continuous Improvement, Supply Chain, Customer Service, Negotiation, Forecasting
Education
University of Dayton
MBA, Statistical analysis
Wright State University
BS, Production Management & Finance
Edward Jones 2008 - 2009
Ft. Recovery Equity 2007 - 2008
Motoman, Inc. 1996 - 2007
Siemens 1994 - 1996
Westinghouse Electric Company 1989 - 1994
Maria Stein Center 1983 - 1988
The Minster Machine Company 1974 - 1983
Skills
Logistics, Process Improvement, Production Planning, Inventory Management, Inventory Control, Materials Management, Warehousing, Manufacturing, Purchasing, Six Sigma, Lean Manufacturing, Supply Chain Management, Operations Management, Continuous Improvement, Supply Chain, Customer Service, Negotiation, Forecasting
Education
University of Dayton
MBA, Statistical analysis
Wright State University
BS, Production Management & Finance
Scott Kelly, MBA's Edward Jones Experience June 2009 - September 2009
Job Buyer II at Fairmont Supply Company
Industry Financial Services
Experience
Fairmont Supply Company October 2012 - Present
Fairmont Supply Company October 2010 - October 2012
Edward Jones June 2009 - September 2009
Alpine Pools Inc. June 2001 - May 2009
University of Dayton Club Wrestling February 2006 - March 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Negotiation, Management, SAP, Process Improvement, Financial Analysis, Leadership, Data Analysis, Budgets, Operations Management, Inventory Management, Marketing, Logistics, Team Building, Outlook, Strategic Planning, Sales, Purchasing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2013
MBA, Finance, General
University of Dayton 2005 — 2009
FIN, MKT, Sales Management Consentration
Fairmont Supply Company October 2012 - Present
Fairmont Supply Company October 2010 - October 2012
Edward Jones June 2009 - September 2009
Alpine Pools Inc. June 2001 - May 2009
University of Dayton Club Wrestling February 2006 - March 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Negotiation, Management, SAP, Process Improvement, Financial Analysis, Leadership, Data Analysis, Budgets, Operations Management, Inventory Management, Marketing, Logistics, Team Building, Outlook, Strategic Planning, Sales, Purchasing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2013
MBA, Finance, General
University of Dayton 2005 — 2009
FIN, MKT, Sales Management Consentration
Erin Dolph's Edward Jones Experience December 2013 - March 2015
Job International Development Advisor at Velocity Global, LLC
Industry International Affairs
Experience
Velocity Global, LLC March 2015 - Present
Edward Jones December 2013 - March 2015
Island Home Capital July 2013 - October 2013
FirstBank September 2012 - June 2013
FirstBank June 2010 - September 2012
University of Denver September 2006 - June 2010
University of Denver 2009 - 2010
University of Denver 2009 - 2010
Peking University September 2007 - December 2007
Schlumberger June 2007 - August 2007
Skills
Valuation, Public Speaking, Management, Financial Analysis, Microsoft Excel, Event Planning, Finance, Customer Service, PowerPoint, Leadership, Data Analysis, Corporate Finance, Microsoft Office, Financial Modeling, Marketing, Project Management, Entrepreneurship, Business Planning, Accounting, CRM, Program Management
Education
University of Denver 2009 — 2010
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2005 — 2009
Bachelor's degree, International Business
Velocity Global, LLC March 2015 - Present
Edward Jones December 2013 - March 2015
Island Home Capital July 2013 - October 2013
FirstBank September 2012 - June 2013
FirstBank June 2010 - September 2012
University of Denver September 2006 - June 2010
University of Denver 2009 - 2010
University of Denver 2009 - 2010
Peking University September 2007 - December 2007
Schlumberger June 2007 - August 2007
Skills
Valuation, Public Speaking, Management, Financial Analysis, Microsoft Excel, Event Planning, Finance, Customer Service, PowerPoint, Leadership, Data Analysis, Corporate Finance, Microsoft Office, Financial Modeling, Marketing, Project Management, Entrepreneurship, Business Planning, Accounting, CRM, Program Management
Education
University of Denver 2009 — 2010
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2005 — 2009
Bachelor's degree, International Business
Chris Michalak's Edward Jones Experience August 1995 - June 2004
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2004 - Present
Edward Jones August 1995 - June 2004
Dial Tool & DTI Molding January 1994 - August 1995
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Managment, Retirement, Financial Analysis, Mergers, Tax
Education
University of Dayton 1990 — 2004
Bachelor of Arts (B.A.)
Loyola Academy 1986 — 1990
Moneta Group June 2004 - Present
Edward Jones August 1995 - June 2004
Dial Tool & DTI Molding January 1994 - August 1995
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Managment, Retirement, Financial Analysis, Mergers, Tax
Education
University of Dayton 1990 — 2004
Bachelor of Arts (B.A.)
Loyola Academy 1986 — 1990
Bob Scott, CFP®, AAMS's Edward Jones Experience February 1999 - February 2007
Job President & Financial Advisor, Scott Strategic Investments, LLC (An Independent Firm)
Industry Investment Management
Experience
Scott Strategic Investments, LLC, An Indepedent Firm 2007 - Present
Edward Jones February 1999 - February 2007
Rockmont Capital Partners, Ltd. May 1993 - September 1998
NationsBank 1990 - 1993
Alex. Brown & Sons 1989 - 1990
Kidder Peabody 1987 - 1989
Skills
Mergers & Acquisitions, Investments, Corporate Finance, Finance, Strategic Financial..., Financial Advisory, Analysis, Loans, Management, Retirement, Series 7, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Estate Planning, Securities, Small Business, Real Estate
Education
University of Denver - Daniels College of Business 1996 — 1998
Masters in Busineess Administration
University of Southern California 1982 — 1987
B.S., Business Administration with an emphasis in Finance and Business Economics., Accounting and Finance
University of Southern California 1982 — 1987
B.A. International Relations., Defense and Strategic Studies
Scott Strategic Investments, LLC, An Indepedent Firm 2007 - Present
Edward Jones February 1999 - February 2007
Rockmont Capital Partners, Ltd. May 1993 - September 1998
NationsBank 1990 - 1993
Alex. Brown & Sons 1989 - 1990
Kidder Peabody 1987 - 1989
Skills
Mergers & Acquisitions, Investments, Corporate Finance, Finance, Strategic Financial..., Financial Advisory, Analysis, Loans, Management, Retirement, Series 7, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Estate Planning, Securities, Small Business, Real Estate
Education
University of Denver - Daniels College of Business 1996 — 1998
Masters in Busineess Administration
University of Southern California 1982 — 1987
B.S., Business Administration with an emphasis in Finance and Business Economics., Accounting and Finance
University of Southern California 1982 — 1987
B.A. International Relations., Defense and Strategic Studies
Gregory W Stueve's Edward Jones Experience June 2006 - May 2008
Job Executive Officer, Acquisition Management Office at National Guard Bureau
Industry Military
Experience
National Guard Bureau February 2014 - Present
US Army October 2010 - February 2014
TD Ameritrade June 2008 - October 2009
Edward Jones June 2006 - May 2008
Terminix 2005 - 2006
Skills
Leadership, Command, Military, Military Operations, Operational Planning, Military Experience, Program Management, Army, Security Clearance, Management, Team Building, National Security, Force Protection, Government, Organizational..., Emergency Management, DoD, Training, Weapons, Policy, Military Training, Defense, Leadership Development
Education
Webster University 2014 — 2017
Master of Business Administration (M.B.A.), Environmental Management, 3.9
University of Central Missouri 2000 — 2004
BSBA, Management
National Guard Bureau February 2014 - Present
US Army October 2010 - February 2014
TD Ameritrade June 2008 - October 2009
Edward Jones June 2006 - May 2008
Terminix 2005 - 2006
Skills
Leadership, Command, Military, Military Operations, Operational Planning, Military Experience, Program Management, Army, Security Clearance, Management, Team Building, National Security, Force Protection, Government, Organizational..., Emergency Management, DoD, Training, Weapons, Policy, Military Training, Defense, Leadership Development
Education
Webster University 2014 — 2017
Master of Business Administration (M.B.A.), Environmental Management, 3.9
University of Central Missouri 2000 — 2004
BSBA, Management
Katie Preston's Edward Jones Experience April 2014 - Present
Job Edward Jones
Industry Investment Management
Experience
Edward Jones April 2014 - Present
California Closets September 2012 - February 2014
BPK PENABUR Jakarta January 2010 - October 2010
Peace Corps June 2007 - October 2009
Skills
Photoshop, Public Speaking, Microsoft Office, Customer Service, PowerPoint, Research, Teaching, Editing, CAD, Consulting, Project Management, Communication, Sales Presentations, Client Liason, Microsoft Word, English, Budgets, Strategic Planning, Negotiation, Sales, Outlook, Microsoft Excel, Windows, Adobe Creative Suite, Social Media, Nonprofits, Program Development, Community Development
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Edward Jones April 2014 - Present
California Closets September 2012 - February 2014
BPK PENABUR Jakarta January 2010 - October 2010
Peace Corps June 2007 - October 2009
Skills
Photoshop, Public Speaking, Microsoft Office, Customer Service, PowerPoint, Research, Teaching, Editing, CAD, Consulting, Project Management, Communication, Sales Presentations, Client Liason, Microsoft Word, English, Budgets, Strategic Planning, Negotiation, Sales, Outlook, Microsoft Excel, Windows, Adobe Creative Suite, Social Media, Nonprofits, Program Development, Community Development
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Misty Wright's Edward Jones Experience September 2010 - Present
Job Senior Branch Office Administrator Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Lifetouch Publishing February 2005 - June 2010
Skills
Social Media, Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Account Management
Education
University of Central Missouri 1998 — 2002
BSBA, Marketing
Edward Jones September 2010 - Present
Lifetouch Publishing February 2005 - June 2010
Skills
Social Media, Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Account Management
Education
University of Central Missouri 1998 — 2002
BSBA, Marketing
Ben Skubon's Edward Jones Experience December 2014 - February 2015
Job Advertising Analyst at NFP
Industry Financial Services
Experience
NFP June 2015 - Present
Edward Jones December 2014 - February 2015
Charles Schwab November 2013 - October 2014
Fresh Mark Inc September 2011 - October 2013
Jade Express July 2011 - September 2011
Omaha Steaks October 2008 - June 2011
Total Quality Logistics June 2010 - September 2010
Weymouth Valley Enterprises April 2001 - September 2007
Skills
Sales, Retirement Savings, 401k, Finance, Customer Service, Management, Leadership, Inventory Management, Time Management, Marketing, Microsoft Office, Marketing Communications, Social Media Marketing, Cold Calling, Marketing Strategy, Retail, Email Marketing, Advertising, Digital Marketing, Social Media, Direct Marketing, Facebook, Brand Development, Logistics, Microsoft Word
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration, Marketing
University of Cincinnati College of Business 2006 — 2011
BA, Marketing
NFP June 2015 - Present
Edward Jones December 2014 - February 2015
Charles Schwab November 2013 - October 2014
Fresh Mark Inc September 2011 - October 2013
Jade Express July 2011 - September 2011
Omaha Steaks October 2008 - June 2011
Total Quality Logistics June 2010 - September 2010
Weymouth Valley Enterprises April 2001 - September 2007
Skills
Sales, Retirement Savings, 401k, Finance, Customer Service, Management, Leadership, Inventory Management, Time Management, Marketing, Microsoft Office, Marketing Communications, Social Media Marketing, Cold Calling, Marketing Strategy, Retail, Email Marketing, Advertising, Digital Marketing, Social Media, Direct Marketing, Facebook, Brand Development, Logistics, Microsoft Word
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration, Marketing
University of Cincinnati College of Business 2006 — 2011
BA, Marketing
Kris Tompkins's Edward Jones Experience 2008 - Present
Job boa at edward jones
Industry Financial Services
Experience
edward jones 2008 - Present
Education
University of Delaware 1978 — 1982
Bs in criminal justice
edward jones 2008 - Present
Education
University of Delaware 1978 — 1982
Bs in criminal justice
Todd Wilhelm, CFA's Edward Jones Experience January 1997 - Present
Job Senior Area Mutual Fund Research Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones January 1997 - Present
Education
University of Central Missouri 1992 — 1996
BSBA, Finance
Edward Jones January 1997 - Present
Education
University of Central Missouri 1992 — 1996
BSBA, Finance
Justin Fleetwood's Edward Jones Experience July 2010 - Present
Job Senior Information Systems Auditor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Edward Jones May 2009 - July 2010
Edward Jones December 1998 - October 2006
Education
Webster University 2000 — 2005
MBA, Computer Information Systems Resource Management
University of Central Missouri 1996 — 1998
BSBA, Computer Information Systems
Edward Jones July 2010 - Present
Edward Jones May 2009 - July 2010
Edward Jones December 1998 - October 2006
Education
Webster University 2000 — 2005
MBA, Computer Information Systems Resource Management
University of Central Missouri 1996 — 1998
BSBA, Computer Information Systems
David Gottlieb's Edward Jones Experience July 1995 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1995 - Present
Education
University of Cincinnati College of Business 1984 — 1989
Bachelors, Finance/Real Estate
Edward Jones July 1995 - Present
Education
University of Cincinnati College of Business 1984 — 1989
Bachelors, Finance/Real Estate
Stacie Gearhart's Edward Jones Experience March 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones March 2012 - Present
Bank of the West May 2011 - March 2012
Bank of the West June 2006 - May 2011
Skills
French, Commercial Banking, International Affairs, Decision Making, Problem Solving, Cash Handling, Change Orders, Sales Operations, Account Management, Compliance, Marketing Communications, Public Relations, Data Processing, Transaction Processing, Payment Processing, Order Processing, Credit Card Processing, Customer Service, Customer Retention, Customer Acquisition, Microsoft Office, Service Excellence, Retail Banking, Internet Banking, Banking Operations, Financial Regulation, Clerical Duties, Project Coordination, Coordinating Events, Staff Training, Able To Multi-task, Internal Communications
Education
University of Colorado at Boulder 2006 — 2010
School of Arts and Sciences. Bachelor of Arts, International Affairs; Europe and the French language
Edward Jones March 2012 - Present
Bank of the West May 2011 - March 2012
Bank of the West June 2006 - May 2011
Skills
French, Commercial Banking, International Affairs, Decision Making, Problem Solving, Cash Handling, Change Orders, Sales Operations, Account Management, Compliance, Marketing Communications, Public Relations, Data Processing, Transaction Processing, Payment Processing, Order Processing, Credit Card Processing, Customer Service, Customer Retention, Customer Acquisition, Microsoft Office, Service Excellence, Retail Banking, Internet Banking, Banking Operations, Financial Regulation, Clerical Duties, Project Coordination, Coordinating Events, Staff Training, Able To Multi-task, Internal Communications
Education
University of Colorado at Boulder 2006 — 2010
School of Arts and Sciences. Bachelor of Arts, International Affairs; Europe and the French language
Danielle Sampson's Edward Jones Experience February 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
Hilton Cincinnati Netherland Plaza Hotel January 2006 - December 2010
Education
University of Cincinnati 2003 — 2004
Edward Jones February 2011 - Present
Hilton Cincinnati Netherland Plaza Hotel January 2006 - December 2010
Education
University of Cincinnati 2003 — 2004
Nancy Basham's Edward Jones Experience 1997 - 2002
Job Licensed Agency Specialist at American Family Insurance
Industry Insurance
Experience
American Family Insurance November 2002 - Present
Edward Jones 1997 - 2002
Education
Central Missouri State University
Webster University
American Family Insurance November 2002 - Present
Edward Jones 1997 - 2002
Education
Central Missouri State University
Webster University
Laura Lee Cornelison's Edward Jones Experience June 2004 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2004 - Present
WatchDogs April 2006 - December 2014
Nebraska School Activities Association August 2001 - May 2004
Skills
Office Administration, Office Management, Customer Service, Microsoft Excel
Education
University of Denver 1995 — 1999
Bachelor of Music, Classical Music Performance
Edward Jones June 2004 - Present
WatchDogs April 2006 - December 2014
Nebraska School Activities Association August 2001 - May 2004
Skills
Office Administration, Office Management, Customer Service, Microsoft Excel
Education
University of Denver 1995 — 1999
Bachelor of Music, Classical Music Performance
Terrence Napier's Edward Jones Experience March 2004 - March 2011
Job Chairman & CEO at Atlanta Financial
Industry Venture Capital & Private Equity
Experience
Atlanta Financial February 2011 - Present
Napier Organization March 2004 - Present
Edward Jones March 2004 - March 2011
Skills
Business, Investments, Real Estate Transactions
Education
Winton Woods High School 1992 — 1996
University of Cincinnati
Atlanta Financial February 2011 - Present
Napier Organization March 2004 - Present
Edward Jones March 2004 - March 2011
Skills
Business, Investments, Real Estate Transactions
Education
Winton Woods High School 1992 — 1996
University of Cincinnati
Molly Nagle's Edward Jones Experience May 2013 - August 2013
Job University of Dayton, Economics/Marketing Grad
Industry Marketing and Advertising
Experience
Sherwin Williams June 2014 - April 2015
Edward Jones May 2013 - August 2013
M&N Plastics May 2011 - August 2011
Skills
Social Media Marketing, Advertising, Customer Service, Market Research, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, CMS, HTML, Customer Satisfaction, Event Management, Time Management, Social Media
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Business Economics
Marian High School 2006 — 2010
High School
Sherwin Williams June 2014 - April 2015
Edward Jones May 2013 - August 2013
M&N Plastics May 2011 - August 2011
Skills
Social Media Marketing, Advertising, Customer Service, Market Research, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, CMS, HTML, Customer Satisfaction, Event Management, Time Management, Social Media
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Business Economics
Marian High School 2006 — 2010
High School
Randall Ruger's Edward Jones Experience 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Morgan Stanley Smith Barney January 1987 - March 2009
Education
University of Denver 1973 — 1974
MBA, Marketing
Bucknell University 1966 — 1970
BS, Mechanical Engineering
Edward Jones 2009 - Present
Morgan Stanley Smith Barney January 1987 - March 2009
Education
University of Denver 1973 — 1974
MBA, Marketing
Bucknell University 1966 — 1970
BS, Mechanical Engineering
Jason Holbrook's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Westmont Swim Club August 2005 - Present
Education
University of Dayton 2001 — 2005
Bachelor of Science, Marketing
St. Ignatius College Prep 1997 — 2001
Edward Jones August 2008 - Present
Westmont Swim Club August 2005 - Present
Education
University of Dayton 2001 — 2005
Bachelor of Science, Marketing
St. Ignatius College Prep 1997 — 2001
Caitlin Sanford's Edward Jones Experience June 2013 - March 2014
Job Student at University of Central Oklahoma
Industry
Experience
Edward Jones June 2013 - March 2014
Skills
Photography, Jazz Dance, Contemporary Dance
Education
University of Central Oklahoma 2013 — 2017
Edward Jones June 2013 - March 2014
Skills
Photography, Jazz Dance, Contemporary Dance
Education
University of Central Oklahoma 2013 — 2017
Shirley Davenport's Edward Jones Experience May 2006 - November 2010
Job Financial Services Professional at Unknown
Industry Financial Services
Experience
Unknown Retirement Plan Services RepresentativeCharles SchwabMarch 2013 - July 2015
Edward Jones May 2006 - November 2010
TIAA-CREF June 1998 - December 2005
Norwest Bank, Colorado, N.A. August 1996 - June 1998
First Trust Corporation May 1989 - July 1996
Skills
Retirement Planning, Investment Counseling, Asset Growth & Retention, Building Client..., Personal Trust..., Trust & Retirement..., Risk Evaluation, Seminar Presentations, Training Facilitation, Project Management
Education
University of Colorado Denver 1994 — 1997
Bachelor’s Degree, Intercultural/Multicultural and Diversity Studies
Unknown Retirement Plan Services RepresentativeCharles SchwabMarch 2013 - July 2015
Edward Jones May 2006 - November 2010
TIAA-CREF June 1998 - December 2005
Norwest Bank, Colorado, N.A. August 1996 - June 1998
First Trust Corporation May 1989 - July 1996
Skills
Retirement Planning, Investment Counseling, Asset Growth & Retention, Building Client..., Personal Trust..., Trust & Retirement..., Risk Evaluation, Seminar Presentations, Training Facilitation, Project Management
Education
University of Colorado Denver 1994 — 1997
Bachelor’s Degree, Intercultural/Multicultural and Diversity Studies
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation