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
Ned Castleberry, CFP® Ned Castleberry, CFP®'s Edward Jones Experience November 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1994 - Present
Skills
Strategic Planning, Disability Insurance, Long-term Care, Estate Planning, Financial Advisory, Coaching, Life Insurance, Term Life Insurance, Public Speaking, Pensions, Business Development, Fixed Annuities, Financial Planning
Education
University of Georgia - Terry College of Business 1974 — 1975
BBA
Edward Jones November 1994 - Present
Skills
Strategic Planning, Disability Insurance, Long-term Care, Estate Planning, Financial Advisory, Coaching, Life Insurance, Term Life Insurance, Public Speaking, Pensions, Business Development, Fixed Annuities, Financial Planning
Education
University of Georgia - Terry College of Business 1974 — 1975
BBA
Alyson Matlock Alyson Matlock's Edward Jones Experience June 2002 - June 2005
Job Senior Associate, Business Development at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors August 2015 - Present
MFP Strategies March 2009 - August 2015
Creative Financial Staffing July 2005 - September 2008
Edward Jones June 2002 - June 2005
Gap Inc. May 1999 - May 2002
Skills
Strategic Communications, Organizational..., Marketing Research, Team Leadership, Business Development, Market Analysis, Strategic Alliances, Selling, Cold Calling
Education
University of Houston-Downtown 2001 — 2005
Bachelor of Business Administration, Business Management
Pen Argyl High School 1990 — 1994
CAPTRUST Financial Advisors August 2015 - Present
MFP Strategies March 2009 - August 2015
Creative Financial Staffing July 2005 - September 2008
Edward Jones June 2002 - June 2005
Gap Inc. May 1999 - May 2002
Skills
Strategic Communications, Organizational..., Marketing Research, Team Leadership, Business Development, Market Analysis, Strategic Alliances, Selling, Cold Calling
Education
University of Houston-Downtown 2001 — 2005
Bachelor of Business Administration, Business Management
Pen Argyl High School 1990 — 1994
Derrick Lorenzen Derrick Lorenzen's Edward Jones Experience October 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
United States Marine Corps November 2012 - August 2014
USMC March 2007 - November 2012
United States Marine Corps October 2004 - March 2007
Skills
Security Clearance, Military Operations, Military Experience, Weapon Systems, Aviation, Management, Risk Management, High Tech, Defense, DoD, Leadership, Military, Military Aviation, Operational Planning, Safety Management..., National Security, Weapons, Top Secret, Tactics, Force Protection, Organizational..., Information Assurance, Leadership Development, Program Management, Marine Corps, Team Building, Combat, Afghanistan
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Biology
University of Illinois College of Medicine
None
Edward Jones October 2014 - Present
United States Marine Corps November 2012 - August 2014
USMC March 2007 - November 2012
United States Marine Corps October 2004 - March 2007
Skills
Security Clearance, Military Operations, Military Experience, Weapon Systems, Aviation, Management, Risk Management, High Tech, Defense, DoD, Leadership, Military, Military Aviation, Operational Planning, Safety Management..., National Security, Weapons, Top Secret, Tactics, Force Protection, Organizational..., Information Assurance, Leadership Development, Program Management, Marine Corps, Team Building, Combat, Afghanistan
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Biology
University of Illinois College of Medicine
None
Shruti Pawar's Edward Jones Experience June 2014 - August 2014
Job Rotational Development Program Analyst Global Fund Services Track at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Campus Property Management August 2013 - May 2015
Edward Jones June 2014 - August 2014
University of Illinois at Urbana-Champaign September 2012 - May 2014
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Data Entry, Teamwork, Time Management, Event Planning, Leadership, Social Media, Public Speaking, Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Northern Trust Corporation July 2015 - Present
Campus Property Management August 2013 - May 2015
Edward Jones June 2014 - August 2014
University of Illinois at Urbana-Champaign September 2012 - May 2014
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Data Entry, Teamwork, Time Management, Event Planning, Leadership, Social Media, Public Speaking, Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Richard Grodeon Richard Grodeon's Edward Jones Experience 2001 - 2003
Job Regulatory Affairs at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
Saxony Securities, Inc. October 2003 - June 2012
Edward Jones 2001 - 2003
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Finance
Stifel Financial Corp. June 2012 - Present
Saxony Securities, Inc. October 2003 - June 2012
Edward Jones 2001 - 2003
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Finance
Sydney (Buddy) Bailey Sydney (Buddy) Bailey's Edward Jones Experience December 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1998 - Present
The Bailey Group 1983 - 1998
Med Center Bank 1978 - 1983
First City National Bank 1970 - 1978
Skills
Retirement Planning, Investment Advisory, Retirement, Mutual Funds, 401k Rollovers, IRAs, Roth IRA, Saving for Education, 529 Plans, Asset Allocation, Strategic Planning, Investment Strategies, 401k, Long Term Care Insurance, Insurance, Variable Annuities, Bonds
Education
University of Houston 1966 — 1970
Bachelor of Business Administration (BBA), Finance
Graduate School of Credit and Financial Management, Stanford University 1977 — 1979
Edward Jones December 1998 - Present
The Bailey Group 1983 - 1998
Med Center Bank 1978 - 1983
First City National Bank 1970 - 1978
Skills
Retirement Planning, Investment Advisory, Retirement, Mutual Funds, 401k Rollovers, IRAs, Roth IRA, Saving for Education, 529 Plans, Asset Allocation, Strategic Planning, Investment Strategies, 401k, Long Term Care Insurance, Insurance, Variable Annuities, Bonds
Education
University of Houston 1966 — 1970
Bachelor of Business Administration (BBA), Finance
Graduate School of Credit and Financial Management, Stanford University 1977 — 1979
Deanna Pannell's Edward Jones Experience November 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Furniture
Experience
Edward Jones November 2013 - Present
Ankeny Community School District May 2011 - Present
Homemakers Furniture/bedroom November 2011 - May 2012
Floor Show Companies February 2009 - March 2010
Bankers Advertising Company August 2007 - February 2009
McGregor's Furniture Company November 2000 - August 2007
APAC Customer Services September 1996 - August 2000
Skills
Sales Management, Training & Development, Team Leadership, Sales, Employee Training, Customer Service, Advertising
Education
University of Dubuque 1990 — 1992
BA, Business Administration
North East Iowa Community College 1988 — 1989
AAS, Markenting Management
Capri Cosmetology College 1983 — 1984
License, Cosmetology
Andrew High School 1978 — 1980
graduate, General
Edward Jones November 2013 - Present
Ankeny Community School District May 2011 - Present
Homemakers Furniture/bedroom November 2011 - May 2012
Floor Show Companies February 2009 - March 2010
Bankers Advertising Company August 2007 - February 2009
McGregor's Furniture Company November 2000 - August 2007
APAC Customer Services September 1996 - August 2000
Skills
Sales Management, Training & Development, Team Leadership, Sales, Employee Training, Customer Service, Advertising
Education
University of Dubuque 1990 — 1992
BA, Business Administration
North East Iowa Community College 1988 — 1989
AAS, Markenting Management
Capri Cosmetology College 1983 — 1984
License, Cosmetology
Andrew High School 1978 — 1980
graduate, General
Craig Stebor Craig Stebor's Edward Jones Experience March 2012 - April 2013
Job Assistant Controller at Lumeris
Industry Hospital & Health Care
Experience
Lumeris December 2014 - Present
SunEdison Semiconductor April 2013 - December 2014
Edward Jones March 2012 - April 2013
Edward Jones October 2008 - March 2012
Deloitte August 2003 - September 2008
UnitedHealth Group August 2001 - August 2003
Skills
Accounting, SEC reporting, Financial Analysis, Audit, Sarbanes-Oxley, Internal Financial..., Technical Positions, SEC filings, Auditing, Financial Accounting, Internal Controls, US GAAP, Management, SEC Filings, Sarbanes-Oxley Act, Financial Reporting, Finance, GAAP, Corporate Finance, Process Improvement
Education
University of Illinois at Urbana-Champaign 1997 — 1999
Masters of Science, Accounting
University of Kansas 1993 — 1997
Bachelor of Science, Business Administration
Lumeris December 2014 - Present
SunEdison Semiconductor April 2013 - December 2014
Edward Jones March 2012 - April 2013
Edward Jones October 2008 - March 2012
Deloitte August 2003 - September 2008
UnitedHealth Group August 2001 - August 2003
Skills
Accounting, SEC reporting, Financial Analysis, Audit, Sarbanes-Oxley, Internal Financial..., Technical Positions, SEC filings, Auditing, Financial Accounting, Internal Controls, US GAAP, Management, SEC Filings, Sarbanes-Oxley Act, Financial Reporting, Finance, GAAP, Corporate Finance, Process Improvement
Education
University of Illinois at Urbana-Champaign 1997 — 1999
Masters of Science, Accounting
University of Kansas 1993 — 1997
Bachelor of Science, Business Administration
Toby Lopez Toby Lopez's Edward Jones Experience February 2014 - January 2015
Job Chase Bank
Industry Financial Services
Experience
Chase February 2015 - Present
Edward Jones February 2014 - January 2015
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Leadership, Team Building, Customer Service, Portfolio Management, Strategic Planning, Finance
Education
FINRA 2014 — 2014
Series 7 - General Securities Representative Examination (GS)
NASAA 2014 — 2014
Series 66 Exam: Uniform Combined State Law
State of Texas 2014 — 2014
Insurance License, Life, Accident, Health and HMO
University of Houston-Victoria 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston-Victoria
Master of Business Administration (MBA), Strategic
Chase February 2015 - Present
Edward Jones February 2014 - January 2015
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Leadership, Team Building, Customer Service, Portfolio Management, Strategic Planning, Finance
Education
FINRA 2014 — 2014
Series 7 - General Securities Representative Examination (GS)
NASAA 2014 — 2014
Series 66 Exam: Uniform Combined State Law
State of Texas 2014 — 2014
Insurance License, Life, Accident, Health and HMO
University of Houston-Victoria 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston-Victoria
Master of Business Administration (MBA), Strategic
Jana Gregorek, CLU, ChFC, MBA Jana Gregorek, CLU, ChFC, MBA's Edward Jones Experience April 2013 - Present
Job Senior Client Solutions Strategist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones June 2007 - March 2013
Edward Jones June 2006 - June 2007
Skills
Series 7, Relationship Management, Marketing Communications, Series 66, Missouri Life and..., CLU, ChFC, Public Speaking, Toastmasters, Variable Annuities, Annuity Sales, Uniform Combined State..., Fixed Annuities, Retirement Planning, Insurance
Education
Washington University in St. Louis - Olin Business School 2012 — 2015
Master of Business Administration, (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies, Minor in Business Administration
Edward Jones April 2013 - Present
Edward Jones June 2007 - March 2013
Edward Jones June 2006 - June 2007
Skills
Series 7, Relationship Management, Marketing Communications, Series 66, Missouri Life and..., CLU, ChFC, Public Speaking, Toastmasters, Variable Annuities, Annuity Sales, Uniform Combined State..., Fixed Annuities, Retirement Planning, Insurance
Education
Washington University in St. Louis - Olin Business School 2012 — 2015
Master of Business Administration, (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies, Minor in Business Administration
Michael Vazquez Michael Vazquez's Edward Jones Experience May 2005 - August 2006
Job Real Estate Investment Analyst I Business Development Executive I Broker at Venture Realty
Industry Real Estate
Experience
VENTURE REALTY September 2012 - Present
Platinum Team Realty May 2012 - January 2014
RealEstateAuctions.com August 2012 - April 2013
Networth Realty of Houston May 2006 - August 2012
Networth Realty of Atlanta March 2011 - May 2012
Edward Jones May 2005 - August 2006
24 Hour Fitness October 2004 - March 2005
Skills
REO, Real Estate Investment, Private Lending, Rehabbing, Lease Options, Wholesaling, HUD, Loan Structuring, Foreclosures, Creative Financing, Investment Properties, Investors, Distressed Property, Purchase, Real Estate, Sellers, SFR, Single Family Homes, Joint Ventures, Harris County TX Real..., Investments, Real Property, Property, Short Sales, Loans, Residential Homes, Negotiation, Listings, Buyer Representation, First Time Home Buyers, FHA, Selling, Real Estate Transactions, Asset Management, Property Management, Real Estate Investor, Real Estate Financing, Disposition, Real Estate Economics, Landlords, Commercial Real Estate, Brokerage, Real Estate Development, International Real..., Condos, Rentals, Apartments, Real Estate Private..., Leases, Finance
Education
University of Houston 2000 — 2004
BS, Biology/ Marketing BS '04
VENTURE REALTY September 2012 - Present
Platinum Team Realty May 2012 - January 2014
RealEstateAuctions.com August 2012 - April 2013
Networth Realty of Houston May 2006 - August 2012
Networth Realty of Atlanta March 2011 - May 2012
Edward Jones May 2005 - August 2006
24 Hour Fitness October 2004 - March 2005
Skills
REO, Real Estate Investment, Private Lending, Rehabbing, Lease Options, Wholesaling, HUD, Loan Structuring, Foreclosures, Creative Financing, Investment Properties, Investors, Distressed Property, Purchase, Real Estate, Sellers, SFR, Single Family Homes, Joint Ventures, Harris County TX Real..., Investments, Real Property, Property, Short Sales, Loans, Residential Homes, Negotiation, Listings, Buyer Representation, First Time Home Buyers, FHA, Selling, Real Estate Transactions, Asset Management, Property Management, Real Estate Investor, Real Estate Financing, Disposition, Real Estate Economics, Landlords, Commercial Real Estate, Brokerage, Real Estate Development, International Real..., Condos, Rentals, Apartments, Real Estate Private..., Leases, Finance
Education
University of Houston 2000 — 2004
BS, Biology/ Marketing BS '04
Carrie Cunningham Combes Carrie Cunningham Combes's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Prudential Financial August 2002 - March 2014
Education
University of Illinois at Urbana-Champaign 1998 — 2001
Master of Science (MS), Agricultural Economics
University of Illinois at Urbana-Champaign 1995 — 1998
Bachelor of Science (BS), International, Consumer and Resource Economics
Edward Jones May 2014 - Present
Prudential Financial August 2002 - March 2014
Education
University of Illinois at Urbana-Champaign 1998 — 2001
Master of Science (MS), Agricultural Economics
University of Illinois at Urbana-Champaign 1995 — 1998
Bachelor of Science (BS), International, Consumer and Resource Economics
Jill Startin Jill Startin's Edward Jones Experience January 2015 - Present
Job Branch Office Administrator for Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Delta Airline Global Services November 2014 - Present
The Lincoln Center February 2012 - November 2014
Spokane Club June 2011 - February 2012
Spokane Club June 2009 - February 2012
SkyWest Airlines 2010 - 2010
Skills
Catering, Event Planning, Hospitality, Banquets, Event Management, Meeting Planning, Corporate Events, Wedding Planning, Parties, Hospitality Management, Food & Beverage, Hospitality Industry, Hotels, Customer Service, Social Media Marketing
Education
University of Idaho 2004 — 2008
Bachelor of Science (B.S.), Recreation and Outdoor Leadership
University of Idaho 2004 — 2008
Bachelor of Science (BS), Recreation
Edward Jones January 2015 - Present
Delta Airline Global Services November 2014 - Present
The Lincoln Center February 2012 - November 2014
Spokane Club June 2011 - February 2012
Spokane Club June 2009 - February 2012
SkyWest Airlines 2010 - 2010
Skills
Catering, Event Planning, Hospitality, Banquets, Event Management, Meeting Planning, Corporate Events, Wedding Planning, Parties, Hospitality Management, Food & Beverage, Hospitality Industry, Hotels, Customer Service, Social Media Marketing
Education
University of Idaho 2004 — 2008
Bachelor of Science (B.S.), Recreation and Outdoor Leadership
University of Idaho 2004 — 2008
Bachelor of Science (BS), Recreation
Daniel Craig Daniel Craig's Edward Jones Experience March 2015 - Present
Job
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Liberty Mutual Insurance October 2013 - March 2015
Education
University of Florida - Warrington College Of Business 2011 — 2012
Master's Degree
University of Florida 2007 — 2011
Bachelor of Science
Edward Jones March 2015 - Present
Liberty Mutual Insurance October 2013 - March 2015
Education
University of Florida - Warrington College Of Business 2011 — 2012
Master's Degree
University of Florida 2007 — 2011
Bachelor of Science
Teresa Land Teresa Land's Edward Jones Experience 1998 - April 2000
Job Education Tour Coordinator at Barter Theatre
Industry Performing Arts
Experience
Barter Theatre September 2002 - Present
The Crisis Center June 2011 - November 2011
Edward Jones 1998 - April 2000
Skills
Sales, Customer Satisfaction, Customs Regulations, Banking, Finance, Education, Theatre, Fundraising, Strategic Planning, Time Management, Nonprofits, Marketing, Public Relations, Event Management
Education
University of Georgia - Terry College of Business 1975 — 1977
Bachelor of Business Administration (B.B.A.), Banking and Finance
Sullins College 1972 — 1974
Associate of Arts (A.A.), English Language and Literature, General
Barter Theatre September 2002 - Present
The Crisis Center June 2011 - November 2011
Edward Jones 1998 - April 2000
Skills
Sales, Customer Satisfaction, Customs Regulations, Banking, Finance, Education, Theatre, Fundraising, Strategic Planning, Time Management, Nonprofits, Marketing, Public Relations, Event Management
Education
University of Georgia - Terry College of Business 1975 — 1977
Bachelor of Business Administration (B.B.A.), Banking and Finance
Sullins College 1972 — 1974
Associate of Arts (A.A.), English Language and Literature, General
Dimi Matouchev CFP®, AAMS® Dimi Matouchev CFP®, AAMS®'s Edward Jones Experience January 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2007 - Present
Skills
Retirement Planning, Retirement, Series 7, Mutual Funds, Investments, Wealth Management, Investment Advisory, Insurance, Asset Allocation, 401k, Portfolio Management, Estate Planning, Series 63, Strategic Financial..., Fixed Annuities, Financial Analysis, Asset Management, 401k Rollovers, Life Insurance, Long-term Care, Certified Financial...
Education
University of Georgia - Terry College of Business 2003 — 2006
BBA, Finance
Edward Jones January 2007 - Present
Skills
Retirement Planning, Retirement, Series 7, Mutual Funds, Investments, Wealth Management, Investment Advisory, Insurance, Asset Allocation, 401k, Portfolio Management, Estate Planning, Series 63, Strategic Financial..., Fixed Annuities, Financial Analysis, Asset Management, 401k Rollovers, Life Insurance, Long-term Care, Certified Financial...
Education
University of Georgia - Terry College of Business 2003 — 2006
BBA, Finance
Andre Tieman, CFA Andre Tieman, CFA's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
AGF Investments May 2007 - March 2012
Fidelity Investments Canada June 2005 - May 2007
Fidelity Investments Canada May 2003 - June 2005
Skills
Mutual Funds, Strategic Partnerships, Finance, Retirement, Sales, Analysis, Wealth Management, Investments, Portfolio Management, Relationship Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Valuation
Education
University of Guelph 1996 — 2000
BSc.Env. Environmental Economics and Policy
Edward Jones March 2012 - Present
AGF Investments May 2007 - March 2012
Fidelity Investments Canada June 2005 - May 2007
Fidelity Investments Canada May 2003 - June 2005
Skills
Mutual Funds, Strategic Partnerships, Finance, Retirement, Sales, Analysis, Wealth Management, Investments, Portfolio Management, Relationship Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Valuation
Education
University of Guelph 1996 — 2000
BSc.Env. Environmental Economics and Policy
John Zata John Zata's Edward Jones Experience July 2014 - Present
Job Fixed Income Trader at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Edward Jones August 2012 - July 2014
Edward Jones August 2007 - July 2012
Express-Scripts February 2006 - January 2007
Express Scripts, Inc. July 2004 - February 2006
Primerica Financial Services, Inc. August 2003 - January 2006
Express-Scripts, Inc. November 2003 - July 2004
Skills
Series 7, Series 6, MO Life Insurance, Series 63
Education
Washington University in St. Louis 2008 — 2012
MBA
University of Illinois at Urbana-Champaign 1998 — 2003
B.A. in Economics, Minor in Information Technology Studies
Edward Jones July 2014 - Present
Edward Jones August 2012 - July 2014
Edward Jones August 2007 - July 2012
Express-Scripts February 2006 - January 2007
Express Scripts, Inc. July 2004 - February 2006
Primerica Financial Services, Inc. August 2003 - January 2006
Express-Scripts, Inc. November 2003 - July 2004
Skills
Series 7, Series 6, MO Life Insurance, Series 63
Education
Washington University in St. Louis 2008 — 2012
MBA
University of Illinois at Urbana-Champaign 1998 — 2003
B.A. in Economics, Minor in Information Technology Studies
Jenni Kunimoto Jenni Kunimoto's Edward Jones Experience September 2014 - May 2015
Job Transaction Manager at Elite Pacific Properties
Industry Real Estate
Experience
Elite Pacific Properties May 2015 - Present
Edward Jones September 2014 - May 2015
Professional Administrative Coordinators LLC July 2014 - August 2014
Picerne Development February 2014 - May 2014
Picerne Development November 2013 - February 2014
Prudential Locations March 2005 - August 2013
First Hawaii Title May 2004 - March 2005
RE/MAX Honolulu November 2002 - March 2004
Skills
refined planning and..., able to effectively..., maintains a..., strong attention to..., fast learner that works..., Business Development, Short Sales, Real Estate Transactions, Escrow, Sellers, Property, Buyer Representation, REO, Real Estate, Marketing, Condos, Buyers, First Time Home Buyers, Relocation
Education
University of Hawaii at Manoa 1988 — 1993
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Kauai High School 1984 — 1988
Elite Pacific Properties May 2015 - Present
Edward Jones September 2014 - May 2015
Professional Administrative Coordinators LLC July 2014 - August 2014
Picerne Development February 2014 - May 2014
Picerne Development November 2013 - February 2014
Prudential Locations March 2005 - August 2013
First Hawaii Title May 2004 - March 2005
RE/MAX Honolulu November 2002 - March 2004
Skills
refined planning and..., able to effectively..., maintains a..., strong attention to..., fast learner that works..., Business Development, Short Sales, Real Estate Transactions, Escrow, Sellers, Property, Buyer Representation, REO, Real Estate, Marketing, Condos, Buyers, First Time Home Buyers, Relocation
Education
University of Hawaii at Manoa 1988 — 1993
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Kauai High School 1984 — 1988
Bill Hensley Bill Hensley's Edward Jones Experience February 1997 - March 2003
Job Financial Advisor at Grace Capital Management
Industry Financial Services
Experience
Integrity Financial Corporation December 2014 - Present
Grace Capital Management December 2014 - Present
Allstate May 2013 - Present
Domari & Associates Inc 2015 - 2015
New York Life.... December 2012 - May 2013
JP Turner & Company, LLC May 2009 - November 2012
Wachovia Securities Financial Network May 2003 - August 2009
Edward Jones February 1997 - March 2003
Skills
RMSR certification, FINRA 65, FINRA SERIES 63, FINRA SERIES 7, Life and Health Licenses, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Finance, Series 63, 401k, Investments, Financial Services, Estate Planning, Long-term Care, Securities, FINRA, Small Business, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Fixed Annuities, Life Insurance, Retirement, Insurance, Financial Planning, Merchant Services
Education
The University of Florida 1988 — 1990
Bachelor's degree, Political Science/minor Business
University of Florida 1988 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Clearwater High School 1984 — 1986
High School Diploma, Business
Integrity Financial Corporation December 2014 - Present
Grace Capital Management December 2014 - Present
Allstate May 2013 - Present
Domari & Associates Inc 2015 - 2015
New York Life.... December 2012 - May 2013
JP Turner & Company, LLC May 2009 - November 2012
Wachovia Securities Financial Network May 2003 - August 2009
Edward Jones February 1997 - March 2003
Skills
RMSR certification, FINRA 65, FINRA SERIES 63, FINRA SERIES 7, Life and Health Licenses, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Finance, Series 63, 401k, Investments, Financial Services, Estate Planning, Long-term Care, Securities, FINRA, Small Business, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Fixed Annuities, Life Insurance, Retirement, Insurance, Financial Planning, Merchant Services
Education
The University of Florida 1988 — 1990
Bachelor's degree, Political Science/minor Business
University of Florida 1988 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Clearwater High School 1984 — 1986
High School Diploma, Business
Jennifer Caringal Jennifer Caringal's Edward Jones Experience January 2012 - May 2012
Job Associate at Robbins Geller Rudman & Dowd LLP
Industry Law Practice
Experience
Robbins Geller Rudman & Dowd LLP September 2012 - Present
Edward Jones January 2012 - May 2012
US Securities and Exchange Commission September 2011 - December 2011
Financial Industry Regulatory Authority (FINRA) May 2011 - August 2011
U.S. Senator Richard J. Durbin July 2010 - August 2010
Winston & Strawn LLP November 2007 - August 2009
Education
Washington University in St. Louis 2009 — 2012
J.D.
University of Illinois at Urbana-Champaign 2003 — 2006
B.A., Political Science
Robbins Geller Rudman & Dowd LLP September 2012 - Present
Edward Jones January 2012 - May 2012
US Securities and Exchange Commission September 2011 - December 2011
Financial Industry Regulatory Authority (FINRA) May 2011 - August 2011
U.S. Senator Richard J. Durbin July 2010 - August 2010
Winston & Strawn LLP November 2007 - August 2009
Education
Washington University in St. Louis 2009 — 2012
J.D.
University of Illinois at Urbana-Champaign 2003 — 2006
B.A., Political Science
Emily Millsap's Edward Jones Experience 2000 - 2002
Job Wealth Planner, CFP® at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2011 - Present
Old National Bank April 2005 - May 2011
A.G. Edwards February 2002 - April 2005
Edward Jones 2000 - 2002
Education
University of Evansville
Bachelor of Science (BS)
Hilliard Lyons 2011 - Present
Old National Bank April 2005 - May 2011
A.G. Edwards February 2002 - April 2005
Edward Jones 2000 - 2002
Education
University of Evansville
Bachelor of Science (BS)
Dave Scatterday's Edward Jones Experience 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1993 - Present
Skills
College Savings Plans, 529 Plans, Retirement Planning, Series 7, AAMS, IRAs, Strategic Planning, Wealth Accumulation, Roth IRA, Variable Annuities
Education
University of Illinois at Urbana-Champaign 1975 — 1979
Edward Jones 1993 - Present
Skills
College Savings Plans, 529 Plans, Retirement Planning, Series 7, AAMS, IRAs, Strategic Planning, Wealth Accumulation, Roth IRA, Variable Annuities
Education
University of Illinois at Urbana-Champaign 1975 — 1979
Debbie Mugridge Debbie Mugridge's Edward Jones Experience July 2005 - Present
Job Senior Compliance Officer at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2005 - Present
Edward Jones September 2002 - July 2005
RBC April 1999 - August 2001
Skills
Compliance, Coaching
Education
University of Guelph 2000 — 2005
Bachelor of Science, Toxicology
Edward Jones July 2005 - Present
Edward Jones September 2002 - July 2005
RBC April 1999 - August 2001
Skills
Compliance, Coaching
Education
University of Guelph 2000 — 2005
Bachelor of Science, Toxicology
Chase Harris's Edward Jones Experience May 2013 - March 2014
Job Manager of Operational Excellence
Industry Human Resources
Experience
Pilgrim's April 2014 - Present
Edward Jones May 2013 - March 2014
Oconee State Bank August 2012 - May 2013
Skills
HR Management, Team Leadership, SAP HR, Kronos, Recruiting, College Recruiting, EEOC, Union Grievances, Union Agreements, Finance, Budgeting, Employee Training, Management, Legal Compliance, HR Policies, HR Transformation
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.2 GPA
Jefferson High School (Jefferson, GA) 2004 — 2008
Diploma, 3.4 GPA
Pilgrim's April 2014 - Present
Edward Jones May 2013 - March 2014
Oconee State Bank August 2012 - May 2013
Skills
HR Management, Team Leadership, SAP HR, Kronos, Recruiting, College Recruiting, EEOC, Union Grievances, Union Agreements, Finance, Budgeting, Employee Training, Management, Legal Compliance, HR Policies, HR Transformation
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.2 GPA
Jefferson High School (Jefferson, GA) 2004 — 2008
Diploma, 3.4 GPA
Tyler Safford Tyler Safford's Edward Jones Experience January 2009 - June 2015
Job Custom Window & Door Mfg.
Industry Building Materials
Experience
Parrett Manufacturing Inc June 2015 - Present
Edward Jones January 2009 - June 2015
Wells Fargo May 2008 - January 2009
Skills
Trading, Wealth Management, Strategic Planning, Mutual Funds, Financial Analysis, Series 7, Asset Allocation, Fixed Annuities, Customer Service, Retirement Planning, Retirement, Equities, Investments
Education
University of Hawaii at Hilo 2003 — 2008
Bachelor’s Degree, Business- finance
Parrett Manufacturing Inc June 2015 - Present
Edward Jones January 2009 - June 2015
Wells Fargo May 2008 - January 2009
Skills
Trading, Wealth Management, Strategic Planning, Mutual Funds, Financial Analysis, Series 7, Asset Allocation, Fixed Annuities, Customer Service, Retirement Planning, Retirement, Equities, Investments
Education
University of Hawaii at Hilo 2003 — 2008
Bachelor’s Degree, Business- finance
Daniel Courson Daniel Courson's Edward Jones Experience January 2008 - June 2010
Job Wealth Advisor at Security Financial Management, Inc.
Industry Financial Services
Experience
Security Financial Management, Inc. June 2010 - Present
Edward Jones January 2008 - June 2010
Applied Technology & Management July 2002 - January 2008
Skills
Financial Planning, Investments, Insurance, Wealth Management, Financial Analysis, Strategic Financial..., Financial Advisory, Financial Goals, 401k, Retirement Planning, Accounting, Analysis, Asset Allocation, Bonds, Budgets, Cash Flow, Estate Planning, Finance, Financial Planners, Financial Services, Fixed Annuities, Forecasting, Health Insurance, IRAs, Investment Strategies, Life Insurance, Management, Managerial Finance, Mutual Funds, Retirement, Sales, Securities, Series 63, Series 65, Series 7, Small Business, Term Life Insurance, Variable Annuities, Wealth, Wealth Management...
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
BABA, Finance
Lake City Community College 1998 — 2000
AA, Business
Security Financial Management, Inc. June 2010 - Present
Edward Jones January 2008 - June 2010
Applied Technology & Management July 2002 - January 2008
Skills
Financial Planning, Investments, Insurance, Wealth Management, Financial Analysis, Strategic Financial..., Financial Advisory, Financial Goals, 401k, Retirement Planning, Accounting, Analysis, Asset Allocation, Bonds, Budgets, Cash Flow, Estate Planning, Finance, Financial Planners, Financial Services, Fixed Annuities, Forecasting, Health Insurance, IRAs, Investment Strategies, Life Insurance, Management, Managerial Finance, Mutual Funds, Retirement, Sales, Securities, Series 63, Series 65, Series 7, Small Business, Term Life Insurance, Variable Annuities, Wealth, Wealth Management...
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
BABA, Finance
Lake City Community College 1998 — 2000
AA, Business
Anthony Pontarelli's Edward Jones Experience May 2013 - July 2013
Job Brokerage and Analyst Intern at Podolsky|Circle CORFAC International
Industry Accounting
Experience
Marqana Digital August 2014 - Present
AMPed Laser Productions May 2013 - Present
AMPed Entertainment February 2008 - Present
PodolskyCircle CORFAC International May 2014 - August 2014
McDonald's Corporation September 2013 - June 2014
Edward Jones May 2013 - July 2013
River Forest Country Club April 2007 - September 2012
Skills
Financial Accounting, Accounting, Accounts Payable, Accounts Receivable, Italian, Italian languages, New Business Development, Business Strategy, Business Planning, Communication, Presentations, Promotions, Project Management, Management, Invoicing, Teamwork, Facebook, Public Speaking, PowerPoint
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Major: Accountancy Minor: Italian
University of Illinois at Urbana-Champaign 2011 — 2015
BS, Accountancy
Marqana Digital August 2014 - Present
AMPed Laser Productions May 2013 - Present
AMPed Entertainment February 2008 - Present
PodolskyCircle CORFAC International May 2014 - August 2014
McDonald's Corporation September 2013 - June 2014
Edward Jones May 2013 - July 2013
River Forest Country Club April 2007 - September 2012
Skills
Financial Accounting, Accounting, Accounts Payable, Accounts Receivable, Italian, Italian languages, New Business Development, Business Strategy, Business Planning, Communication, Presentations, Promotions, Project Management, Management, Invoicing, Teamwork, Facebook, Public Speaking, PowerPoint
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Major: Accountancy Minor: Italian
University of Illinois at Urbana-Champaign 2011 — 2015
BS, Accountancy
Donovan Mufdi's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
SunTrust Investment Services, Inc. January 2015 - July 2015
SunTrust Investment Services, Inc. June 2008 - December 2014
SunTrust Investment Services, Inc. January 2007 - June 2008
SunTrust Bank August 2005 - January 2007
Skills
Financial Planning, Retirement Planning, Investment Advisory, Budgeting, College Education..., Mutual Funds, Annuity Sales, Wealth Transfer, Risk Management, Insurance Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
Edward Jones July 2015 - Present
SunTrust Investment Services, Inc. January 2015 - July 2015
SunTrust Investment Services, Inc. June 2008 - December 2014
SunTrust Investment Services, Inc. January 2007 - June 2008
SunTrust Bank August 2005 - January 2007
Skills
Financial Planning, Retirement Planning, Investment Advisory, Budgeting, College Education..., Mutual Funds, Annuity Sales, Wealth Transfer, Risk Management, Insurance Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
Allen H. Thompson's Edward Jones Experience July 2005 - April 2010
Job Creative Solar USA
Industry Renewables & Environment
Experience
Creative Solar USA April 2015 - Present
The Home Depot May 2014 - April 2015
Jeffrey Hamlin Special Needs Trust July 2011 - April 2014
ING Financial Partners May 2010 - August 2011
Edward Jones July 2005 - April 2010
Boyd Builders Supply Company, Inc. September 2001 - July 2005
TSYS, Inc. June 1997 - September 2001
Skills
Series 7, Series 63, Life Insurance, Sales Presentations, Financial Analysis, Series 66, New Business Development, Uniform Combined State..., Management, Sales, Financial Services, Investments, Business Analysis, Credit Cards
Education
University of Georgia - Terry College of Business 1995 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Young Harris College 1992 — 1994
Associate of Arts (AA), N/A
Creative Solar USA April 2015 - Present
The Home Depot May 2014 - April 2015
Jeffrey Hamlin Special Needs Trust July 2011 - April 2014
ING Financial Partners May 2010 - August 2011
Edward Jones July 2005 - April 2010
Boyd Builders Supply Company, Inc. September 2001 - July 2005
TSYS, Inc. June 1997 - September 2001
Skills
Series 7, Series 63, Life Insurance, Sales Presentations, Financial Analysis, Series 66, New Business Development, Uniform Combined State..., Management, Sales, Financial Services, Investments, Business Analysis, Credit Cards
Education
University of Georgia - Terry College of Business 1995 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Young Harris College 1992 — 1994
Associate of Arts (AA), N/A
Johnny Ng Johnny Ng's Edward Jones Experience June 2009 - January 2010
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte Tax LLP July 2012 - Present
Grant Thornton LLP February 2012 - April 2012
BMC Software June 2011 - February 2012
Edward Jones June 2009 - January 2010
Administaff June 2008 - February 2009
Mangum Corner Store May 2004 - June 2008
Education
University of Houston 2010 — 2011
Certificate of Accountancy, Accounting
University of Houston, C.T. Bauer College of Business 2004 — 2008
Entrepreneurship & Marketing, Business
Deloitte Tax LLP July 2012 - Present
Grant Thornton LLP February 2012 - April 2012
BMC Software June 2011 - February 2012
Edward Jones June 2009 - January 2010
Administaff June 2008 - February 2009
Mangum Corner Store May 2004 - June 2008
Education
University of Houston 2010 — 2011
Certificate of Accountancy, Accounting
University of Houston, C.T. Bauer College of Business 2004 — 2008
Entrepreneurship & Marketing, Business
Drew Eilts's Edward Jones Experience May 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2004 - Present
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Economics
Edward Jones May 2004 - Present
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Economics
Christopher Castaneda Christopher Castaneda's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Morgan Stanley Wealth Management June 2013 - January 2015
Allure Photo May 2010 - June 2013
PhotoPrism Color Lab May 2001 - May 2010
Skills
Photography, Portrait Photography, Financial Analysis, Creative Problem Solving, Timely Decision Making, Market Research, Product Design, Microsoft Office, Portraits, Commercial Photography, HTML, Sales Operations, Event Photography, Management, Leadership, Sales, Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor's degree, Finance, General
Waubonsie Valley High School 1993 — 1997
High School Degree, General Studies
Edward Jones January 2015 - Present
Morgan Stanley Wealth Management June 2013 - January 2015
Allure Photo May 2010 - June 2013
PhotoPrism Color Lab May 2001 - May 2010
Skills
Photography, Portrait Photography, Financial Analysis, Creative Problem Solving, Timely Decision Making, Market Research, Product Design, Microsoft Office, Portraits, Commercial Photography, HTML, Sales Operations, Event Photography, Management, Leadership, Sales, Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor's degree, Finance, General
Waubonsie Valley High School 1993 — 1997
High School Degree, General Studies
Kenton Hargis's Edward Jones Experience July 2006 - July 2008
Job Associate Director of Admission at University of Evansville
Industry Higher Education
Experience
University of Evansville February 2010 - Present
Edward Jones July 2006 - July 2008
Skills
Higher Education, Student Development, Public Speaking, Fundraising, Event Planning, Volunteer Management, Community Outreach, Student Affairs, Facebook, Event Management, PowerPoint, Teaching, Time Management, Leadership, Nonprofits, Grant Writing
Education
University of Evansville 2002 — 2006
Business Administration, Finance
University of Evansville February 2010 - Present
Edward Jones July 2006 - July 2008
Skills
Higher Education, Student Development, Public Speaking, Fundraising, Event Planning, Volunteer Management, Community Outreach, Student Affairs, Facebook, Event Management, PowerPoint, Teaching, Time Management, Leadership, Nonprofits, Grant Writing
Education
University of Evansville 2002 — 2006
Business Administration, Finance
Miriam Haddad Miriam Haddad's Edward Jones Experience June 2015 - August 2015
Job Administrative Assistant at First Command Financial Services
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
First Command Financial Services March 2014 - May 2015
Manske Wealth Management May 2014 - July 2014
The Mad Potter June 2012 - July 2013
Skills
Project Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, CRM, Recruiting, Time Management, Management, Insurance, Analysis, Process Scheduler, Outlook, Human Resources, Teamwork, Microsoft Word, Team Leadership
Education
University of Houston, C.T. Bauer College of Business 2013 — 2016
Finance
Edward Jones June 2015 - August 2015
First Command Financial Services March 2014 - May 2015
Manske Wealth Management May 2014 - July 2014
The Mad Potter June 2012 - July 2013
Skills
Project Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, CRM, Recruiting, Time Management, Management, Insurance, Analysis, Process Scheduler, Outlook, Human Resources, Teamwork, Microsoft Word, Team Leadership
Education
University of Houston, C.T. Bauer College of Business 2013 — 2016
Finance
Doug Vaughn, CFP® Doug Vaughn, CFP®'s Edward Jones Experience June 2002 - December 2005
Job President, CEO at Chesme Capital Management
Industry Investment Management
Experience
Chesme Capital Management January 2011 - Present
Chesme Capital Management 2005 - Present
YMCA of Metropolitan Lansing 2008 - Present
YMCA of Greater Lansing 2008 - 2010
BNI 2008 - 2009
Edward Jones June 2002 - December 2005
Palm Harbor Homes 1995 - 2000
U.S. Navy 1983 - 1995
Skills
Retirement Planning, 401k, Estate Planning, Financial Planning, Investments, High Net Worth..., Wealth Management, Investment Advisory, Strategic Financial..., Finance, Fixed Annuities, Personal Finance, Financial Advisory, Financial Planners, Tax, CPA, IRAs, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Series 7, Retirement, Portfolio Management, Investment Management, Financial Analysis, Employee Benefits, Financial Modeling, Life Insurance, Series 63, Insurance, Small Business, Term Life Insurance, Securities, Trusts, Wealth, Wealth Management..., Mortgage Lending, Long-term Care, Valuation, Disability Insurance, Financial Goals, Equities, Personal Financial..., Risk Management, Alternative Investments, Bonds, Due Diligence, Residential Mortgages, Commercial Lending
Education
University of Florida 1989 — 1991
BSBA, Finance
Chesme Capital Management January 2011 - Present
Chesme Capital Management 2005 - Present
YMCA of Metropolitan Lansing 2008 - Present
YMCA of Greater Lansing 2008 - 2010
BNI 2008 - 2009
Edward Jones June 2002 - December 2005
Palm Harbor Homes 1995 - 2000
U.S. Navy 1983 - 1995
Skills
Retirement Planning, 401k, Estate Planning, Financial Planning, Investments, High Net Worth..., Wealth Management, Investment Advisory, Strategic Financial..., Finance, Fixed Annuities, Personal Finance, Financial Advisory, Financial Planners, Tax, CPA, IRAs, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Series 7, Retirement, Portfolio Management, Investment Management, Financial Analysis, Employee Benefits, Financial Modeling, Life Insurance, Series 63, Insurance, Small Business, Term Life Insurance, Securities, Trusts, Wealth, Wealth Management..., Mortgage Lending, Long-term Care, Valuation, Disability Insurance, Financial Goals, Equities, Personal Financial..., Risk Management, Alternative Investments, Bonds, Due Diligence, Residential Mortgages, Commercial Lending
Education
University of Florida 1989 — 1991
BSBA, Finance
Luca Doan's Edward Jones Experience May 2014 - December 2014
Job Associate Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital January 2015 - Present
US Army May 2011 - Present
Edward Jones May 2014 - December 2014
Fides Media July 2013 - July 2014
Intelligent Software Solutions October 2012 - July 2013
Army National Guard January 2012 - October 2012
Reserve Officer Training Corps July 2009 - May 2011
United States Army Reserve August 2007 - May 2011
Marriott International June 2005 - August 2008
Skills
Intelligence Analysis, Microsoft Excel, PowerPoint, GIS, Database Design, Database Admin, Military Doctrine, Database Management, Microsoft Power Point, U.S. Army Force..., American Contractor, Database Applications, Geospatial Information..., Combined Intelligence..., Web-based Temporal..., Basic HTML 5, STATA, SharePoint
Education
American Military University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Hawaii at Manoa 2007 — 2011
BA, Political Science
Military Intelligence Basic Officer Leadership Course 2011 — 2011
Military Intelligence
Personal Capital January 2015 - Present
US Army May 2011 - Present
Edward Jones May 2014 - December 2014
Fides Media July 2013 - July 2014
Intelligent Software Solutions October 2012 - July 2013
Army National Guard January 2012 - October 2012
Reserve Officer Training Corps July 2009 - May 2011
United States Army Reserve August 2007 - May 2011
Marriott International June 2005 - August 2008
Skills
Intelligence Analysis, Microsoft Excel, PowerPoint, GIS, Database Design, Database Admin, Military Doctrine, Database Management, Microsoft Power Point, U.S. Army Force..., American Contractor, Database Applications, Geospatial Information..., Combined Intelligence..., Web-based Temporal..., Basic HTML 5, STATA, SharePoint
Education
American Military University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Hawaii at Manoa 2007 — 2011
BA, Political Science
Military Intelligence Basic Officer Leadership Course 2011 — 2011
Military Intelligence
David Schur David Schur's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones March 2012 - Present
Revenue Management Solutions (RMS) April 2010 - April 2012
Raymond James 2009 - December 2010
Deloitte June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Business Analysis, Visio, SQL, Business Intelligence, Process Improvement, Analysis, SharePoint, Analytics, Access, Finance, Microsoft Excel, Security, Financial Modeling
Education
University of Florida - Warrington College Of Business 2003 — 2008
Bachelor or Science, Finance
Pine View High School 2002 — 2003
Edward Jones March 2012 - Present
Revenue Management Solutions (RMS) April 2010 - April 2012
Raymond James 2009 - December 2010
Deloitte June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Business Analysis, Visio, SQL, Business Intelligence, Process Improvement, Analysis, SharePoint, Analytics, Access, Finance, Microsoft Excel, Security, Financial Modeling
Education
University of Florida - Warrington College Of Business 2003 — 2008
Bachelor or Science, Finance
Pine View High School 2002 — 2003
Anthony Trainor's Edward Jones Experience July 2003 - May 2010
Job BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors May 2010 - Present
Edward Jones July 2003 - May 2010
Edward Jones December 2001 - July 2003
Skills
Mutual Funds, Investments, Insurance, Asset Allocation
Education
University of Illinois at Urbana-Champaign
Economics
BMO Harris Financial Advisors May 2010 - Present
Edward Jones July 2003 - May 2010
Edward Jones December 2001 - July 2003
Skills
Mutual Funds, Investments, Insurance, Asset Allocation
Education
University of Illinois at Urbana-Champaign
Economics
Brent Rea Brent Rea's Edward Jones Experience 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2006 - Present
URS Corporation 2001 - 2006
Education
University of Georgia - Terry College of Business 1995 — 2000
Edward Jones 2006 - Present
URS Corporation 2001 - 2006
Education
University of Georgia - Terry College of Business 1995 — 2000
John H. Adamick John H. Adamick's Edward Jones Experience July 2009 - November 2009
Job Sales Representative at Transamerican Auto Parts Company
Industry Automotive
Experience
Transamerican Auto Parts Company January 2010 - Present
Edward Jones July 2009 - November 2009
Keystone Automotive August 1998 - September 2008
The Colonel's International September 1996 - May 1998
Durakon Industries October 1985 - March 1991
Skills
Forecasting, Strategic Planning, Product Development, Budget, Pricing, Marketing, Cold Calling, Business Development, Automotive, Sales Management, New Business Development, Sales, B2B, Account Management, Business Planning, Market Planning, Team Building, Marketing Strategy, Negotiation, Salesforce.com
Education
University of Hartford 1971 — 1975
B.S., Business/Marketing
University of Evansville
Transamerican Auto Parts Company January 2010 - Present
Edward Jones July 2009 - November 2009
Keystone Automotive August 1998 - September 2008
The Colonel's International September 1996 - May 1998
Durakon Industries October 1985 - March 1991
Skills
Forecasting, Strategic Planning, Product Development, Budget, Pricing, Marketing, Cold Calling, Business Development, Automotive, Sales Management, New Business Development, Sales, B2B, Account Management, Business Planning, Market Planning, Team Building, Marketing Strategy, Negotiation, Salesforce.com
Education
University of Hartford 1971 — 1975
B.S., Business/Marketing
University of Evansville
Sean Andersen's Edward Jones Experience June 2014 - August 2014
Job Solar Project Coordinator at Pine Gate Development, LLC
Industry Renewables & Environment
Experience
Pine Gate Development, LLC February 2015 - Present
Edward Jones June 2014 - August 2014
University of Florida May 2013 - May 2014
Hartfield Insurance Group, Inc. June 2013 - August 2013
Skills
Public Speaking, Presentations, Communication, Sales Management, PowerPoint, Microsoft Office, Entrepreneurship, Customer Service, Leadership, Social Media, Event Planning
Education
University of Florida 2010 — 2014
Bachelors of Science in Business Administration, Finance, Minor in Entrepreneurship
South Fork High School 2007 — 2010
Pine Gate Development, LLC February 2015 - Present
Edward Jones June 2014 - August 2014
University of Florida May 2013 - May 2014
Hartfield Insurance Group, Inc. June 2013 - August 2013
Skills
Public Speaking, Presentations, Communication, Sales Management, PowerPoint, Microsoft Office, Entrepreneurship, Customer Service, Leadership, Social Media, Event Planning
Education
University of Florida 2010 — 2014
Bachelors of Science in Business Administration, Finance, Minor in Entrepreneurship
South Fork High School 2007 — 2010
Eric Jasper, CFP®'s Edward Jones Experience February 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1999 - Present
Skills
Retirement Planning, Estate Considerations, Series 7, Certified Financial..., Business Retirement...
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), Finance, Honors
Edward Jones February 1999 - Present
Skills
Retirement Planning, Estate Considerations, Series 7, Certified Financial..., Business Retirement...
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), Finance, Honors
Kristina Mohling's Edward Jones Experience 2007 - 2011
Job Service Experience Specialist at Nordstrom
Industry Retail
Experience
Nordstrom July 2013 - Present
The Commerce Company March 2013 - June 2013
Farmers Insurance January 2012 - February 2013
Edward Jones 2007 - 2011
Wells Fargo Bank January 2002 - April 2007
Harvey's Comedy Club and Restaurant April 2002 - June 2003
United States Navy Personnel Support Detachment May 2000 - August 2001
Skills
Customer Service, Microsoft Office, PowerPoint, Administration, Compliance, Problem Solving, Securities, Investments, Outlook, Excel, Word, Account Management, Customer Relations, Microsoft Word, Microsoft Excel, Insurance, Human Resources, Time Management, Management, Sales, Training, Leadership, Data Entry, Payroll, Finance, Employee Benefits, Customer Retention
Education
Portland State University 2014 — 2016
Public Health Education and Promotion, Aging Services
Clackamas Community College Oregon 2010 — 2014
Associate's degree, Registered Nursing/Registered Nurse
United States Navy DK "A" School 2010 — 2011
University of Idaho 1997 — 1998
Cartography
West Linn High School 1993 — 1997
a diploma
Nordstrom July 2013 - Present
The Commerce Company March 2013 - June 2013
Farmers Insurance January 2012 - February 2013
Edward Jones 2007 - 2011
Wells Fargo Bank January 2002 - April 2007
Harvey's Comedy Club and Restaurant April 2002 - June 2003
United States Navy Personnel Support Detachment May 2000 - August 2001
Skills
Customer Service, Microsoft Office, PowerPoint, Administration, Compliance, Problem Solving, Securities, Investments, Outlook, Excel, Word, Account Management, Customer Relations, Microsoft Word, Microsoft Excel, Insurance, Human Resources, Time Management, Management, Sales, Training, Leadership, Data Entry, Payroll, Finance, Employee Benefits, Customer Retention
Education
Portland State University 2014 — 2016
Public Health Education and Promotion, Aging Services
Clackamas Community College Oregon 2010 — 2014
Associate's degree, Registered Nursing/Registered Nurse
United States Navy DK "A" School 2010 — 2011
University of Idaho 1997 — 1998
Cartography
West Linn High School 1993 — 1997
a diploma
Douglas Lillibridge Douglas Lillibridge's Edward Jones Experience June 2012 - August 2012
Job Student; Accounting/Finance Professional
Industry Investment Banking
Experience
Prudential Financial June 2013 - August 2013
Edward Jones June 2012 - August 2012
Rockford Foresters June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Word, PowerPoint
Education
University of Dubuque 2009 — 2014
Business Administration & Accounting, 4.0
Prudential Financial June 2013 - August 2013
Edward Jones June 2012 - August 2012
Rockford Foresters June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Word, PowerPoint
Education
University of Dubuque 2009 — 2014
Business Administration & Accounting, 4.0
Emil Mokhtarian Emil Mokhtarian's Edward Jones Experience July 1998 - August 2001
Job Financial Advisor, Vice President Investments, at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
LaSalle Bank August 2001 - January 2009
Edward Jones July 1998 - August 2001
Skills
Financial Advisory, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Finance, Retirement, Equities, Fixed Income, 401(k) Rollovers, Wealth Strategies, Strategic Planning, Portfolio Analysis, Portfolio Management, Insurance
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Wells Fargo Advisors LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
LaSalle Bank August 2001 - January 2009
Edward Jones July 1998 - August 2001
Skills
Financial Advisory, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Finance, Retirement, Equities, Fixed Income, 401(k) Rollovers, Wealth Strategies, Strategic Planning, Portfolio Analysis, Portfolio Management, Insurance
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Matthew Kogler Matthew Kogler's Edward Jones Experience March 2014 - December 2014
Job Internal Retirement Consultant at Invesco US
Industry Financial Services
Experience
Invesco US January 2015 - Present
Edward Jones March 2014 - December 2014
Physician Consulting Services January 2013 - March 2014
Mid America Management LLC January 2009 - January 2013
Mid America Learning LLC January 2007 - January 2009
Allied Therapy and Diagnostics January 2004 - January 2007
Skills
Operating Room, Sales, Interpersonal..., Hospitals, Team Leadership, Surgery, Analytical Skills, Resourceful..., Spine, Written & Oral..., Creative Strategy, Employee Training, Pharmaceutical Sales, Cold Calling, Series 7, Series 66, Financial Advising, Portfolio Assessment, Portfolio Performance...
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Business Administration and Management, General
Invesco US January 2015 - Present
Edward Jones March 2014 - December 2014
Physician Consulting Services January 2013 - March 2014
Mid America Management LLC January 2009 - January 2013
Mid America Learning LLC January 2007 - January 2009
Allied Therapy and Diagnostics January 2004 - January 2007
Skills
Operating Room, Sales, Interpersonal..., Hospitals, Team Leadership, Surgery, Analytical Skills, Resourceful..., Spine, Written & Oral..., Creative Strategy, Employee Training, Pharmaceutical Sales, Cold Calling, Series 7, Series 66, Financial Advising, Portfolio Assessment, Portfolio Performance...
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Delisa John Delisa's Edward Jones Experience June 2012 - August 2012
Job Associate at Sard Verbinnen & Co
Industry Investment Management
Experience
Sard Verbinnen & Co January 2015 - Present
Sard Verbinnen & Co June 2013 - December 2014
Edward Jones June 2012 - August 2012
R.J. O'Brien May 2012 - May 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Mac OS X
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Consumer Economics & Finance
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), History
Sard Verbinnen & Co January 2015 - Present
Sard Verbinnen & Co June 2013 - December 2014
Edward Jones June 2012 - August 2012
R.J. O'Brien May 2012 - May 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Mac OS X
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Consumer Economics & Finance
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), History
John J. Lee's Edward Jones Experience January 2014 - December 2014
Job Partner at Moon Voyage
Industry Financial Services
Experience
Byline Bank December 2014 - Present
Moon Voyage January 2013 - Present
Edward Jones January 2014 - December 2014
Principal Financial Group December 2011 - January 2014
Fifth Third Bank April 2007 - October 2011
Education
University of Illinois at Urbana-Champaign 2001 — 2006
Byline Bank December 2014 - Present
Moon Voyage January 2013 - Present
Edward Jones January 2014 - December 2014
Principal Financial Group December 2011 - January 2014
Fifth Third Bank April 2007 - October 2011
Education
University of Illinois at Urbana-Champaign 2001 — 2006
Dimitris P. Magemeneas, MBA, AAMS's Edward Jones Experience 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2007 - Present
BNI - Business Networking International 2008 - Present
Skills
Strategic Financial..., Entrepreneurship, Strategic Planning, Team Building, Risk Management, Marketing, Small Business, Sales, Negotiation, Sales Management, Marketing Strategy, Public Speaking, Coaching, Insurance, Analysis, Finance, Leadership, Management, Cross-functional Team..., Process Improvement
Education
University of San Diego 2001 — 2004
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Industrial Engineering
Edward Jones 2007 - Present
BNI - Business Networking International 2008 - Present
Skills
Strategic Financial..., Entrepreneurship, Strategic Planning, Team Building, Risk Management, Marketing, Small Business, Sales, Negotiation, Sales Management, Marketing Strategy, Public Speaking, Coaching, Insurance, Analysis, Finance, Leadership, Management, Cross-functional Team..., Process Improvement
Education
University of San Diego 2001 — 2004
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Industrial Engineering
Jonathan Reaves's Edward Jones Experience 2006 - 2007
Job Trader at Traders Capital LLC.
Industry Financial Services
Experience
PNC April 2011 - August 2012
J.W. Reaves & Co April 2011 - August 2012
PNC Bank January 2011 - August 2012
Traders Capital LLC. September 2009 - July 2010
GH 2008 - 2009
TD Ameritrade January 2007 - January 2008
TD 2007 - 2008
Edward Jones Investments January 2006 - January 2007
Edward Jones 2006 - 2007
Cook County January 2005 - January 2006
Skills
Series 7, Investments, Securities, Uniform Combined State..., Financial Analysis, Equities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Banking, Finance, Risk Management, Trading
Education
University of Illinois 1994 — 1998
Bachelor of Science, Psychology
University of Illinois 1994 — 1998
Bachelor of Art, Philosophy
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. B.A., Psychology Philosophy
PNC April 2011 - August 2012
J.W. Reaves & Co April 2011 - August 2012
PNC Bank January 2011 - August 2012
Traders Capital LLC. September 2009 - July 2010
GH 2008 - 2009
TD Ameritrade January 2007 - January 2008
TD 2007 - 2008
Edward Jones Investments January 2006 - January 2007
Edward Jones 2006 - 2007
Cook County January 2005 - January 2006
Skills
Series 7, Investments, Securities, Uniform Combined State..., Financial Analysis, Equities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Banking, Finance, Risk Management, Trading
Education
University of Illinois 1994 — 1998
Bachelor of Science, Psychology
University of Illinois 1994 — 1998
Bachelor of Art, Philosophy
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. B.A., Psychology Philosophy
Dennis Stuth Dennis Stuth's Edward Jones Experience July 2004 - Present
Job Rising Income Strategist
Industry Financial Services
Experience
Edward Jones July 2004 - Present
Budget Rent a Car Corporation 1990 - 2003
Montgomery Ward Insurance Group 1987 - 1990
AAA - Chicago Motor Club 1974 - 1987
Education
Licenses and Designations 1983 — 2009
University of Illinois at Chicago 1971 — 1973
BA, Pre-Law, Political Science
Morton College 1969 — 1971
AA
Morton East High School 1965 — 1969
Edward Jones July 2004 - Present
Budget Rent a Car Corporation 1990 - 2003
Montgomery Ward Insurance Group 1987 - 1990
AAA - Chicago Motor Club 1974 - 1987
Education
Licenses and Designations 1983 — 2009
University of Illinois at Chicago 1971 — 1973
BA, Pre-Law, Political Science
Morton College 1969 — 1971
AA
Morton East High School 1965 — 1969
Kristina Honchar, CFA Kristina Honchar, CFA's Edward Jones Experience September 2013 - March 2015
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
Jack Maloney's Edward Jones Experience January 1981 - Present
Job Financial AdvisorEdward Jones Investments
Industry Financial Services
Experience
Thompson Cancer Survival Ctr July 2014 - Present
FlexfuelUS November 2009 - Present
Edward Jones January 1981 - Present
Skills
Roth IRA, ETFs, Variable Annuities, Income Protection, Retirement Savings, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Microsoft Excel, Financial Planning, Marketing, Public Speaking, Risk Management, Budgets, Leadership, Financial Analysis, Customer Service, Management, Strategic Planning
Education
Southern Illinois University, Carbondale 1979 — 1981
Master of Business Administration (MBA), Managerial accounting
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (BS), Finance and Financial Management Services
Thompson Cancer Survival Ctr July 2014 - Present
FlexfuelUS November 2009 - Present
Edward Jones January 1981 - Present
Skills
Roth IRA, ETFs, Variable Annuities, Income Protection, Retirement Savings, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Microsoft Excel, Financial Planning, Marketing, Public Speaking, Risk Management, Budgets, Leadership, Financial Analysis, Customer Service, Management, Strategic Planning
Education
Southern Illinois University, Carbondale 1979 — 1981
Master of Business Administration (MBA), Managerial accounting
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (BS), Finance and Financial Management Services
Richard Dunn, AIF®, AAMS® Richard Dunn, AIF®, AAMS®'s Edward Jones Experience January 2002 - January 2009
Job Principal at Dunncreek Advisors
Industry Financial Services
Experience
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Advisor Services Inc. January 2009 - February 2011
Edward Jones January 2002 - January 2009
Charleston Orwig October 2000 - December 2001
Dunncreek Communications June 1994 - September 2000
John Volk Company January 1989 - December 1993
The Fertilizer Institute June 1986 - October 1988
Miller Meester Advertising June 1985 - June 1986
U.S. Ag Communicators Congress 1984 - 1984
Skills
Wealth Management, Asset Allocation, Retirement, Strategic Planning, Strategic Financial..., Public Speaking, Budget, Investments, Financial Analysis, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Bachelor of Science, Agriculture
Newark Community High School, Newark, Illinois 1976 — 1980
High School Graduate
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Advisor Services Inc. January 2009 - February 2011
Edward Jones January 2002 - January 2009
Charleston Orwig October 2000 - December 2001
Dunncreek Communications June 1994 - September 2000
John Volk Company January 1989 - December 1993
The Fertilizer Institute June 1986 - October 1988
Miller Meester Advertising June 1985 - June 1986
U.S. Ag Communicators Congress 1984 - 1984
Skills
Wealth Management, Asset Allocation, Retirement, Strategic Planning, Strategic Financial..., Public Speaking, Budget, Investments, Financial Analysis, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Bachelor of Science, Agriculture
Newark Community High School, Newark, Illinois 1976 — 1980
High School Graduate
Tanner Booth's Edward Jones Experience March 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Higher Education
Experience
Edward Jones March 2015 - Present
The AroundCampus Group May 2014 - August 2014
Skills
Team Leadership, Marketing, Sales, Microsoft Excel, Time Management, Team Building, Account Management, Budgets, Social Networking, Social Media Marketing, Fundraising, Advertising, Training, Marketing Communications
Education
University of Florida 2011 — 2014
Bachelor of Science in Business Administration, Finance
Edward Jones March 2015 - Present
The AroundCampus Group May 2014 - August 2014
Skills
Team Leadership, Marketing, Sales, Microsoft Excel, Time Management, Team Building, Account Management, Budgets, Social Networking, Social Media Marketing, Fundraising, Advertising, Training, Marketing Communications
Education
University of Florida 2011 — 2014
Bachelor of Science in Business Administration, Finance
Jerrold McMillan's Edward Jones Experience November 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1998 - Present
BA Investment Services September 1993 - November 1998
Skills
Business Retirement..., Education Savings, Individual Retirement..., Insurance, Estate Considerations, Portfolio & Retirement..., Investor Education...
Education
University of Houston 1981 — 1986
Bachelor of Business Administration (BBA), Finance
Edward Jones November 1998 - Present
BA Investment Services September 1993 - November 1998
Skills
Business Retirement..., Education Savings, Individual Retirement..., Insurance, Estate Considerations, Portfolio & Retirement..., Investor Education...
Education
University of Houston 1981 — 1986
Bachelor of Business Administration (BBA), Finance
Ryan Strecker Ryan Strecker's Edward Jones Experience August 2006 - April 2010
Job Presales Systems Engineer Major Accounts at Palo Alto Networks
Industry Computer & Network Security
Experience
Palo Alto Networks May 2013 - Present
HP October 2012 - May 2013
Hewlett-Packard April 2010 - October 2012
Edward Jones August 2006 - April 2010
AT&T August 2001 - October 2006
The Miller Group 1999 - 2001
Skills
Network Security, Security, Firewalls, Vulnerability Assessment, Information Security, IPS, IDS, Network Architecture, Intrusion Detection, TCP/IP, PCI DSS, Linux, Unix, Network Design, HP, Pre-sales, Solution Architecture, Virtualization, ITIL, VPN, Data Center, Vulnerability Management, Disaster Recovery, Networking, VoIP, Cisco Technologies, Operating Systems, Security Architecture..., Troubleshooting, Computer Security, Wireless Networking, Cloud Computing, Information Security..., CISSP, VMware, Checkpoint, Enterprise Software, SIEM, Penetration Testing, Switches, Infrastructure
Education
University of Illinois at Urbana-Champaign 1996 — 1997
John Burroughs 1992 — 1996
Palo Alto Networks May 2013 - Present
HP October 2012 - May 2013
Hewlett-Packard April 2010 - October 2012
Edward Jones August 2006 - April 2010
AT&T August 2001 - October 2006
The Miller Group 1999 - 2001
Skills
Network Security, Security, Firewalls, Vulnerability Assessment, Information Security, IPS, IDS, Network Architecture, Intrusion Detection, TCP/IP, PCI DSS, Linux, Unix, Network Design, HP, Pre-sales, Solution Architecture, Virtualization, ITIL, VPN, Data Center, Vulnerability Management, Disaster Recovery, Networking, VoIP, Cisco Technologies, Operating Systems, Security Architecture..., Troubleshooting, Computer Security, Wireless Networking, Cloud Computing, Information Security..., CISSP, VMware, Checkpoint, Enterprise Software, SIEM, Penetration Testing, Switches, Infrastructure
Education
University of Illinois at Urbana-Champaign 1996 — 1997
John Burroughs 1992 — 1996
Jim Araas Jim Araas's Edward Jones Experience November 2009 - July 2011
Job .
Industry Investment Management
Experience
Edward Jones November 2009 - July 2011
Hewlett-Packard May 2008 - September 2009
Hewlett-Packard January 2004 - May 2008
Hewlett-Packard Co. January 2000 - January 2004
Compaq Computer Corp. October 1997 - January 2000
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
University of Wyoming 1979 — 1984
BS, Business/Industrial Management
Edward Jones November 2009 - July 2011
Hewlett-Packard May 2008 - September 2009
Hewlett-Packard January 2004 - May 2008
Hewlett-Packard Co. January 2000 - January 2004
Compaq Computer Corp. October 1997 - January 2000
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
University of Wyoming 1979 — 1984
BS, Business/Industrial Management
Lisa Allee Lisa Allee's Edward Jones Experience November 2002 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones November 2002 - Present
Edward Jones January 2002 - Present
Education
Westminster College 1996 — 1997
BA, Business Administration
University of Florida
Edward Jones November 2002 - Present
Edward Jones January 2002 - Present
Education
Westminster College 1996 — 1997
BA, Business Administration
University of Florida
Dustin Stern's Edward Jones Experience May 2011 - August 2011
Job Associate at MacGregor Global Investments
Industry Real Estate
Experience
MacGregor Global Investments January 2015 - Present
MB Financial Bank July 2014 - December 2014
MB Financial Bank July 2012 - July 2014
Edward Jones May 2011 - August 2011
Skills
Financial Analysis, Credit Analysis, Finance, Financial Statement..., Corporate Finance, Accounting, Retirement Planning, Strategic Financial..., Microsoft Excel, Risk Management, Asset Management, Economics, Commercial Banking, Credit, Commercial Lending, Due Diligence, Insurance, Financial Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelors, Financial Planning
MacGregor Global Investments January 2015 - Present
MB Financial Bank July 2014 - December 2014
MB Financial Bank July 2012 - July 2014
Edward Jones May 2011 - August 2011
Skills
Financial Analysis, Credit Analysis, Finance, Financial Statement..., Corporate Finance, Accounting, Retirement Planning, Strategic Financial..., Microsoft Excel, Risk Management, Asset Management, Economics, Commercial Banking, Credit, Commercial Lending, Due Diligence, Insurance, Financial Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelors, Financial Planning
Thomas Wendt's Edward Jones Experience June 2015 - August 2015
Job Major: Consumer Economics and Finance | Minor: Informatics, University of Illinois, Urbana Champaign
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
All Stars Sports Instructions January 2012 - August 2015
Ascent Services – ADP December 2013 - January 2015
Ronald A. Haddad Consulting, Ltd January 2013 - April 2013
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Event Planning, Sales, PowerPoint, Customer Service, Teamwork, Leadership, Microsoft Word, Public Speaking, Social Media, Time Management, Social Networking, Research
Education
University of Illinois at Urbana-Champaign 2013 — 2017
BS - Consumer Economics and Finance, Minor - Informatics
University of Illinois at Urbana-Champaign
Edward Jones June 2015 - August 2015
All Stars Sports Instructions January 2012 - August 2015
Ascent Services – ADP December 2013 - January 2015
Ronald A. Haddad Consulting, Ltd January 2013 - April 2013
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Event Planning, Sales, PowerPoint, Customer Service, Teamwork, Leadership, Microsoft Word, Public Speaking, Social Media, Time Management, Social Networking, Research
Education
University of Illinois at Urbana-Champaign 2013 — 2017
BS - Consumer Economics and Finance, Minor - Informatics
University of Illinois at Urbana-Champaign
Kristina Caragiulo's Edward Jones Experience 2013 - 2013
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC July 2015 - Present
Vantage Financial Partners Limited January 2014 - June 2015
Edward Jones 2013 - 2013
New England Financial, A MetLife Company May 2012 - August 2012
Skills
Personal Financial..., Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning, Retirement Planning, Microsoft Excel, Microsoft Word, Junxure, Outlook
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (B.S.), Financial Planning
Balasa Dinverno Foltz LLC July 2015 - Present
Vantage Financial Partners Limited January 2014 - June 2015
Edward Jones 2013 - 2013
New England Financial, A MetLife Company May 2012 - August 2012
Skills
Personal Financial..., Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning, Retirement Planning, Microsoft Excel, Microsoft Word, Junxure, Outlook
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (B.S.), Financial Planning
James Riggins's Edward Jones Experience June 2010 - August 2010
Job Senior Web Developer at comScore, Inc.
Industry Computer Software
Experience
comScore, Inc. September 2014 - Present
comScore, Inc. June 2012 - September 2014
Cerner Corporation May 2011 - August 2011
Edward Jones June 2010 - August 2010
Best Buy, Inc. April 2008 - January 2009
Skills
Ext JS, C#, Jenkins, JavaScript, HTML, SASS, CSS, Python, Java, Software Engineering, Redis, Scrum, Kanban, Agile, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's of Science, Statistics and Computer Science
comScore, Inc. September 2014 - Present
comScore, Inc. June 2012 - September 2014
Cerner Corporation May 2011 - August 2011
Edward Jones June 2010 - August 2010
Best Buy, Inc. April 2008 - January 2009
Skills
Ext JS, C#, Jenkins, JavaScript, HTML, SASS, CSS, Python, Java, Software Engineering, Redis, Scrum, Kanban, Agile, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's of Science, Statistics and Computer Science
Ignacio Morrell Ignacio Morrell's Edward Jones Experience August 2006 - 2010
Job
Industry
Experience
Undisclosable April 2013 - Present
Morrell Retirement Planning 2010 - 2013
Edward Jones August 2006 - 2010
Skills
Investment Advisory, Retirement Planning, Leadership, Team Leadership, 401k, Mutual Funds
Education
University of Florida 1980 — 1982
Master of Business Administration (M.B.A.)
University of Florida 1976 — 1980
BSBA, Finance
Undisclosable April 2013 - Present
Morrell Retirement Planning 2010 - 2013
Edward Jones August 2006 - 2010
Skills
Investment Advisory, Retirement Planning, Leadership, Team Leadership, 401k, Mutual Funds
Education
University of Florida 1980 — 1982
Master of Business Administration (M.B.A.)
University of Florida 1976 — 1980
BSBA, Finance
Jennifer Marcontell Jennifer Marcontell's Edward Jones Experience August 1999 - Present
Job CFP®, AAMS®, Financial Adviser
Industry Financial Services
Experience
Edward Jones August 1999 - Present
Skills
Portfolio Management, Budgets, Business Strategy, Customer Service, Employee Benefits, Financial Analysis, Forecasting, Asset Allocation, Coaching, Insurance, Investment Advisory, Leadership, Management, Life Insurance, Wealth Management, Income Protection, AAMS, Retirement Planning, Strategic Financial..., Retirement, Investments
Education
The University of Texas at Austin
University of Houston
Edward Jones August 1999 - Present
Skills
Portfolio Management, Budgets, Business Strategy, Customer Service, Employee Benefits, Financial Analysis, Forecasting, Asset Allocation, Coaching, Insurance, Investment Advisory, Leadership, Management, Life Insurance, Wealth Management, Income Protection, AAMS, Retirement Planning, Strategic Financial..., Retirement, Investments
Education
The University of Texas at Austin
University of Houston
Brent Whiddon Brent Whiddon's Edward Jones Experience August 1995 - November 2009
Job Financial Advisor at Whiddon Wealth Management, LLC
Industry Financial Services
Experience
Whiddon Wealth Management LLC November 2009 - Present
LPL Financial November 2009 - Present
Whiddon Wealth Management, LLC November 2009 - Present
Peak Advisor Alliance 2009 - Present
Edward Jones August 1995 - November 2009
Skills
Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory, Investment Management, Securities, FINRA, Mutual Funds, Investments, Retirement Planning, Long-term Care, Long Term Care Insurance, Portfolio Management, 401k Rollovers, Wealth Accumulation, Roth IRA, Retirement Plan..., Investment Advisory..., Income Protection, Retirement Savings, Life Insurance, Asset Management, Series 24, Alternative Investments, ETFs, Variable Annuities, Fixed Annuities, 401k, IRAs, Asset Allocation, Series 7, Financial Services, Retirement, Finance, Series 63, Separately Managed..., Series 6, Estate Planning, Disability Insurance, Strategic Financial..., Financial Planning
Education
University of Georgia - Terry College of Business 1987 — 1990
BBA, Risk Management and Insurance
Whiddon Wealth Management LLC November 2009 - Present
LPL Financial November 2009 - Present
Whiddon Wealth Management, LLC November 2009 - Present
Peak Advisor Alliance 2009 - Present
Edward Jones August 1995 - November 2009
Skills
Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory, Investment Management, Securities, FINRA, Mutual Funds, Investments, Retirement Planning, Long-term Care, Long Term Care Insurance, Portfolio Management, 401k Rollovers, Wealth Accumulation, Roth IRA, Retirement Plan..., Investment Advisory..., Income Protection, Retirement Savings, Life Insurance, Asset Management, Series 24, Alternative Investments, ETFs, Variable Annuities, Fixed Annuities, 401k, IRAs, Asset Allocation, Series 7, Financial Services, Retirement, Finance, Series 63, Separately Managed..., Series 6, Estate Planning, Disability Insurance, Strategic Financial..., Financial Planning
Education
University of Georgia - Terry College of Business 1987 — 1990
BBA, Risk Management and Insurance
DENNIS WAMBANGCO DENNIS WAMBANGCO's Edward Jones Experience August 2013 - September 2014
Job Leadership is all about Relationships
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Edward Jones August 2013 - September 2014
Illinois Army National Guard February 2008 - June 2014
Department of Veterans Affairs June 2011 - August 2013
Operation Enduring Freedom September 2008 - October 2009
US Army Reserves and ROTC October 2004 - December 2007
Education
University of Illinois at Chicago
Bachelor of Arts (B.A.), Criminal Justice
JPMorgan Chase & Co. February 2015 - Present
Edward Jones August 2013 - September 2014
Illinois Army National Guard February 2008 - June 2014
Department of Veterans Affairs June 2011 - August 2013
Operation Enduring Freedom September 2008 - October 2009
US Army Reserves and ROTC October 2004 - December 2007
Education
University of Illinois at Chicago
Bachelor of Arts (B.A.), Criminal Justice
David Dimond David Dimond's Edward Jones Experience January 1996 - January 2004
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC January 2004 - Present
Edward Jones January 1996 - January 2004
Dean Witter Reynolds May 1994 - January 1996
Education
University of Florida 1979 — 1982
BS, Business Administration and Management, General
Raymond James Financial Services, Inc., member FINRA/SIPC January 2004 - Present
Edward Jones January 1996 - January 2004
Dean Witter Reynolds May 1994 - January 1996
Education
University of Florida 1979 — 1982
BS, Business Administration and Management, General
Emily Mercer Emily Mercer's Edward Jones Experience September 2008 - May 2011
Job Makeup Artist at Em The M.U.A.
Industry Media Production
Experience
Em The M.U.A. September 2014 - Present
Esteé Lauder 2014 - 2015
Enterprise Car Sales July 2013 - August 2014
Enterprise Car Sales August 2012 - June 2013
Enterprise Rent-A-Car January 2012 - August 2012
Enterprise Rent-A-Car June 2011 - December 2011
Edward Jones September 2008 - May 2011
Skills
Cold Calling, Management, Sales, Business Development, Account Management, Customer Retention, Direct Sales, Lead Generation, B2B, Sales Operations, Salesforce.com, Sales Presentations, CRM, Selling, Sales Process, Customer Service, Leadership
Education
Oregon State University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Universidad de Oviedo 2010 — 2010
Spanish
University of Idaho 2006 — 2007
Em The M.U.A. September 2014 - Present
Esteé Lauder 2014 - 2015
Enterprise Car Sales July 2013 - August 2014
Enterprise Car Sales August 2012 - June 2013
Enterprise Rent-A-Car January 2012 - August 2012
Enterprise Rent-A-Car June 2011 - December 2011
Edward Jones September 2008 - May 2011
Skills
Cold Calling, Management, Sales, Business Development, Account Management, Customer Retention, Direct Sales, Lead Generation, B2B, Sales Operations, Salesforce.com, Sales Presentations, CRM, Selling, Sales Process, Customer Service, Leadership
Education
Oregon State University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Universidad de Oviedo 2010 — 2010
Spanish
University of Idaho 2006 — 2007
Christian Fahnley Christian Fahnley's Edward Jones Experience March 2011 - May 2011
Job Finance/ International Management Student at: University of North Carolina Wilmington & University of Hertfordshire
Industry Higher Education
Experience
International Bar Association March 2015 - August 2015
Thorsland Concrete and Foundations May 2014 - September 2014
Rumbling Bald Resort May 2013 - September 2013
The 1906 Pine Crest Inn May 2011 - December 2012
The Lake Lanier Tea House April 2011 - August 2011
Edward Jones March 2011 - May 2011
A Growing Concern II March 2010 - August 2010
Skills
Teamwork, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Research, Finance, International Business, Team Motivation, Social Networking, Time Management, Microsoft Word, Public Speaking, Customer Service, Data Management, Digital Media, Market Analysis, Market Research, Social Media
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance, International Business, 3.42 GPA (US Standard) or 2:1 (UK Standard)
University of Hertfordshire 2013 — 2015
Undergraduate, International Management, 2:1 (UK Standard) or 3.5 GPA (US Standard)
Polk County High School 2006 — 2011
High School Diploma
International Bar Association March 2015 - August 2015
Thorsland Concrete and Foundations May 2014 - September 2014
Rumbling Bald Resort May 2013 - September 2013
The 1906 Pine Crest Inn May 2011 - December 2012
The Lake Lanier Tea House April 2011 - August 2011
Edward Jones March 2011 - May 2011
A Growing Concern II March 2010 - August 2010
Skills
Teamwork, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Research, Finance, International Business, Team Motivation, Social Networking, Time Management, Microsoft Word, Public Speaking, Customer Service, Data Management, Digital Media, Market Analysis, Market Research, Social Media
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance, International Business, 3.42 GPA (US Standard) or 2:1 (UK Standard)
University of Hertfordshire 2013 — 2015
Undergraduate, International Management, 2:1 (UK Standard) or 3.5 GPA (US Standard)
Polk County High School 2006 — 2011
High School Diploma
Samuel J. Erb, Ph.D. Samuel J. Erb, Ph.D.'s Edward Jones Experience March 2007 - October 2007
Job Neurochemist and Mass Spectroscopist at the University of Illinois at Chicago
Industry Biotechnology
Experience
University of Illinois at Chicago January 2013 - Present
University of Nebraska Medical Center August 2007 - May 2010
Edward Jones March 2007 - October 2007
University of Nebraska–Lincoln January 2005 - May 2007
Skills
Biochemistry, LC-MS, Protein Chemistry, Mass Spectrometry, HPLC, Cell Culture, GC-MS, Cell Biology, Flow Cytometry, Cancer, Molecular Biology, PCR, Microscopy, Protein Purification, Western Blotting, Molecular Cloning, Radioactive Materials, Radioactivity, Immunoprecipitation, Immunohistochemistry, Transfection, RT-PCR, Chromatography, Proteomics, Bacterial Transformation, ELISA, SDS-PAGE, Protein Expression, Protein Engineering, Column Chromatography, Cell, Laboratory, Tissue Culture, In Vitro, Research, DNA, Purification, Mammalian Cell Culture, Spectroscopy, Data Analysis, Science, Fluorescence Microscopy, Neuroscience, Biophysics, Pharmacology
Education
University of Illinois at Chicago 2010 — 2015
Doctor of Philosophy (Ph.D.), Biopharmaceutical sciences, 3.61
University of Nebraska Medical Center 2007 — 2010
Master of Science (M.S.), Biochemistry and Molecular Biology, 3.13
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (B.S.), Biological Sciences and Business Administration, 3.5
University of Illinois at Chicago January 2013 - Present
University of Nebraska Medical Center August 2007 - May 2010
Edward Jones March 2007 - October 2007
University of Nebraska–Lincoln January 2005 - May 2007
Skills
Biochemistry, LC-MS, Protein Chemistry, Mass Spectrometry, HPLC, Cell Culture, GC-MS, Cell Biology, Flow Cytometry, Cancer, Molecular Biology, PCR, Microscopy, Protein Purification, Western Blotting, Molecular Cloning, Radioactive Materials, Radioactivity, Immunoprecipitation, Immunohistochemistry, Transfection, RT-PCR, Chromatography, Proteomics, Bacterial Transformation, ELISA, SDS-PAGE, Protein Expression, Protein Engineering, Column Chromatography, Cell, Laboratory, Tissue Culture, In Vitro, Research, DNA, Purification, Mammalian Cell Culture, Spectroscopy, Data Analysis, Science, Fluorescence Microscopy, Neuroscience, Biophysics, Pharmacology
Education
University of Illinois at Chicago 2010 — 2015
Doctor of Philosophy (Ph.D.), Biopharmaceutical sciences, 3.61
University of Nebraska Medical Center 2007 — 2010
Master of Science (M.S.), Biochemistry and Molecular Biology, 3.13
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (B.S.), Biological Sciences and Business Administration, 3.5
Leighanne Vasquez Leighanne Vasquez's Edward Jones Experience November 2013 - Present
Job
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Wachovia/ Wells Fargo June 2004 - January 2012
Bell Signs, Inc May 2002 - March 2004
Skills
Customer Service, Retail Banking, Relationship Management, Sales, Risk Management, Investments
Education
University of Florida 1996 — 1998
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Edward Jones November 2013 - Present
Wachovia/ Wells Fargo June 2004 - January 2012
Bell Signs, Inc May 2002 - March 2004
Skills
Customer Service, Retail Banking, Relationship Management, Sales, Risk Management, Investments
Education
University of Florida 1996 — 1998
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Dean Voelker's Edward Jones Experience July 2003 - February 2009
Job Benefits Specialist at HealthMarkets, Inc.
Industry Health, Wellness and Fitness
Experience
HealthMarkets, Inc. May 2015 - Present
Family Heritage Life Insurance Company of America August 2014 - Present
Granger Community Church May 2005 - Present
Softub, Inc November 2010 - July 2014
WHME-FM Harvest 103.1 February 2010 - February 2011
Ridgeway & Conger, Inc February 2009 - October 2010
Edward Jones July 2003 - February 2009
Junior Acheivement 2008 - 2009
Rent-A-Center March 1994 - July 2003
Southwestern Company 1983 - 1987
Skills
Customer Service, Management, Marketing, Fundraising, Insurance, Social Media Marketing, Public Speaking, Small Business, Finance, Program Management, Selling, Microsoft Excel, Sales, Social Media, Training, Time Management, Event Planning, Team Building, Real Estate, Investments, Teaching, Nonprofits, Negotiation, Microsoft Office, Sales Management, Strategic Planning, Marketing Strategy, New Business Development, Leadership Development, Leadership, Public Relations, Budgets, Blogging, Operations Management, Event Management, Coaching, Team Leadership, Business Planning, Social Networking
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor's Degree
Metro East Lutheran High School 1978 — 1982
HealthMarkets, Inc. May 2015 - Present
Family Heritage Life Insurance Company of America August 2014 - Present
Granger Community Church May 2005 - Present
Softub, Inc November 2010 - July 2014
WHME-FM Harvest 103.1 February 2010 - February 2011
Ridgeway & Conger, Inc February 2009 - October 2010
Edward Jones July 2003 - February 2009
Junior Acheivement 2008 - 2009
Rent-A-Center March 1994 - July 2003
Southwestern Company 1983 - 1987
Skills
Customer Service, Management, Marketing, Fundraising, Insurance, Social Media Marketing, Public Speaking, Small Business, Finance, Program Management, Selling, Microsoft Excel, Sales, Social Media, Training, Time Management, Event Planning, Team Building, Real Estate, Investments, Teaching, Nonprofits, Negotiation, Microsoft Office, Sales Management, Strategic Planning, Marketing Strategy, New Business Development, Leadership Development, Leadership, Public Relations, Budgets, Blogging, Operations Management, Event Management, Coaching, Team Leadership, Business Planning, Social Networking
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor's Degree
Metro East Lutheran High School 1978 — 1982
Jessica Kleckner Jessica Kleckner's Edward Jones Experience January 2015 - May 2015
Job Customer Service Representative
Industry Health, Wellness and Fitness
Experience
Parker Staffing Services June 2015 - Present
Edward Jones January 2015 - May 2015
MHMRA of Harris County January 2012 - January 2013
Interface EAP January 2008 - January 2012
Shiloh Treatment Center January 2007 - December 2007
Skills
Mental Health, Case Managment, Group Therapy, Behavioral Health, Treatment, Healthcare Management, Inpatient, Developmental..., Psychology, Psychotherapy, Family Therapy, Healthcare, Motivational..., Chemical Dependency, Excellent Customer..., Typing 45 WPM, Clerical Skills, Managed Care, medicaid mana, Utilization Review, Project Staffing, Crisis Stabilization, Handle Confidential..., Client Confidentiality, Administrative Work, Client Education, Professional..., Empathy, Community Outreach, Community Engagement, Community Service, Case Management, Social Services, Crisis Intervention, Co-occurring Disorders, Substance Use Disorders, Dual Diagnosis, Customer Service
Education
University of Houston-Clear Lake 2009 — 2011
MA, Psychology
University of Houston-Clear Lake 2002 — 2006
Bachelor of Science, Psychology
Parker Staffing Services June 2015 - Present
Edward Jones January 2015 - May 2015
MHMRA of Harris County January 2012 - January 2013
Interface EAP January 2008 - January 2012
Shiloh Treatment Center January 2007 - December 2007
Skills
Mental Health, Case Managment, Group Therapy, Behavioral Health, Treatment, Healthcare Management, Inpatient, Developmental..., Psychology, Psychotherapy, Family Therapy, Healthcare, Motivational..., Chemical Dependency, Excellent Customer..., Typing 45 WPM, Clerical Skills, Managed Care, medicaid mana, Utilization Review, Project Staffing, Crisis Stabilization, Handle Confidential..., Client Confidentiality, Administrative Work, Client Education, Professional..., Empathy, Community Outreach, Community Engagement, Community Service, Case Management, Social Services, Crisis Intervention, Co-occurring Disorders, Substance Use Disorders, Dual Diagnosis, Customer Service
Education
University of Houston-Clear Lake 2009 — 2011
MA, Psychology
University of Houston-Clear Lake 2002 — 2006
Bachelor of Science, Psychology
James Regnier's Edward Jones Experience December 2013 - Present
Job Retired at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
General Motors August 1979 - April 1983
Skills
Leadership, Public Speaking, Team Building, Sales
Education
University of Illinois at Urbana-Champaign
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones December 2013 - Present
General Motors August 1979 - April 1983
Skills
Leadership, Public Speaking, Team Building, Sales
Education
University of Illinois at Urbana-Champaign
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Matthew E. Newman Matthew E. Newman's Edward Jones Experience June 2013 - August 2013
Job Associate at BuckleySandler LLP
Industry Law Practice
Experience
BuckleySandler LLP September 2014 - Present
Consumer Financial Protection Bureau September 2013 - December 2013
Edward Jones June 2013 - August 2013
US Securities and Exchange Commission May 2012 - July 2012
Education
Washington University in St. Louis 2011 — 2014
J.D.
University of Florida 2007 — 2011
B.A., Political Science
BuckleySandler LLP September 2014 - Present
Consumer Financial Protection Bureau September 2013 - December 2013
Edward Jones June 2013 - August 2013
US Securities and Exchange Commission May 2012 - July 2012
Education
Washington University in St. Louis 2011 — 2014
J.D.
University of Florida 2007 — 2011
B.A., Political Science
Derek Wichman's Edward Jones Experience August 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones August 2015 - Present
ARAMARK Refreshment Services January 2013 - August 2015
Aerotek June 2012 - December 2012
Sandhills Publishing October 2011 - May 2012
University of Nebraska-Lincoln August 2008 - May 2012
Kane County Cougars Baseball May 2011 - August 2011
Omaha Storm Chasers May 2010 - August 2010
Gude Mortuary May 2009 - August 2009
Skills
Marketing, Advertising, Sales, Negotiation, Sports, Ticket Sales, Customer Service, Leadership, Event Planning, Event Management, Social Media, Sports Marketing, Public Relations, Fundraising, Public Speaking, Social Media Marketing, PowerPoint, Social Networking, Marketing Communications, Microsoft Office, B2B
Education
University of Illinois at Chicago 2013 — 2015
Master of Business Administration (MBA), Finance and Management, Current GPA 3.91
University of Nebraska-Lincoln 2008 — 2012
Bachelor's of Science, Business Administration with Marketing and Management concentrations, GPA 3.58
Edward Jones August 2015 - Present
ARAMARK Refreshment Services January 2013 - August 2015
Aerotek June 2012 - December 2012
Sandhills Publishing October 2011 - May 2012
University of Nebraska-Lincoln August 2008 - May 2012
Kane County Cougars Baseball May 2011 - August 2011
Omaha Storm Chasers May 2010 - August 2010
Gude Mortuary May 2009 - August 2009
Skills
Marketing, Advertising, Sales, Negotiation, Sports, Ticket Sales, Customer Service, Leadership, Event Planning, Event Management, Social Media, Sports Marketing, Public Relations, Fundraising, Public Speaking, Social Media Marketing, PowerPoint, Social Networking, Marketing Communications, Microsoft Office, B2B
Education
University of Illinois at Chicago 2013 — 2015
Master of Business Administration (MBA), Finance and Management, Current GPA 3.91
University of Nebraska-Lincoln 2008 — 2012
Bachelor's of Science, Business Administration with Marketing and Management concentrations, GPA 3.58
Shirley Allen Shirley Allen's Edward Jones Experience July 2008 - February 2011
Job Consultant at HewlettPackard
Industry International Affairs
Experience
Hewlett-Packard March 2011 - Present
Edward Jones July 2008 - February 2011
American Financial January 2008 - June 2008
Skills
Business Strategy, Business Intelligence, Business Process..., Small Business, Business Analysis, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business Administration and Management, General
Hewlett-Packard March 2011 - Present
Edward Jones July 2008 - February 2011
American Financial January 2008 - June 2008
Skills
Business Strategy, Business Intelligence, Business Process..., Small Business, Business Analysis, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business Administration and Management, General
Matthew Totsch, CPA Matthew Totsch, CPA's Edward Jones Experience October 2012 - March 2013
Job Controller at Precision Plating Company
Industry Accounting
Experience
Precision Plating Company June 2014 - Present
Precision Plating Company April 2013 - June 2014
Edward Jones October 2012 - March 2013
Meritas Family of Schools April 2012 - October 2012
Meritas Family of Schools May 2011 - April 2012
SS&G June 2009 - May 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Account Reconciliation, Fixed Assets, Accounts Payable, QuickBooks, Accounts Receivable, Sarbanes-Oxley Act, Strategic Financial..., CPA, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Certificate of Accountancy, Advanced Accounting
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Accountancy
Maine South High School
Precision Plating Company June 2014 - Present
Precision Plating Company April 2013 - June 2014
Edward Jones October 2012 - March 2013
Meritas Family of Schools April 2012 - October 2012
Meritas Family of Schools May 2011 - April 2012
SS&G June 2009 - May 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Account Reconciliation, Fixed Assets, Accounts Payable, QuickBooks, Accounts Receivable, Sarbanes-Oxley Act, Strategic Financial..., CPA, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Certificate of Accountancy, Advanced Accounting
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Accountancy
Maine South High School
John Cahall John Cahall's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Total Quality Logistics June 2013 - June 2014
Skills
Supply Chain Management, Access, Microsoft Office, Logistics, Quantitative Analysis, Operations Management, Network Modeling, Visual Basic, SQL, Database Design, Transportation, 3PL, Quantitative Analytics, Opera, Series 7
Education
University of Florida 2011 — 2013
Master of Science, Information Systems and Operations Management
University of Florida 2008 — 2012
Bachelor of Science, Information Systems and Operations Management
Edward Jones June 2014 - Present
Total Quality Logistics June 2013 - June 2014
Skills
Supply Chain Management, Access, Microsoft Office, Logistics, Quantitative Analysis, Operations Management, Network Modeling, Visual Basic, SQL, Database Design, Transportation, 3PL, Quantitative Analytics, Opera, Series 7
Education
University of Florida 2011 — 2013
Master of Science, Information Systems and Operations Management
University of Florida 2008 — 2012
Bachelor of Science, Information Systems and Operations Management
Eric Jekielek's Edward Jones Experience January 2010 - May 2010
Job Senior Internal Auditor at Halliburton
Industry Oil & Energy
Experience
Halliburton June 2014 - Present
Halliburton February 2013 - May 2014
Halliburton September 2011 - February 2013
Boots & Coots Services a Halliburton Company January 2011 - September 2011
Edward Jones January 2010 - May 2010
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Account Reconciliation, Accounting, Finance, SAP, Microsoft Office, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
BBA, Finance
Halliburton June 2014 - Present
Halliburton February 2013 - May 2014
Halliburton September 2011 - February 2013
Boots & Coots Services a Halliburton Company January 2011 - September 2011
Edward Jones January 2010 - May 2010
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Account Reconciliation, Accounting, Finance, SAP, Microsoft Office, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
BBA, Finance
John Delavan John Delavan's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Fixed Annuities, Uniform Combined State..., Investment Advisory, IRAs, Estate Planning
Education
University of Florida
Bachelor of Business Administration (BBA), Marketing
Edward Jones August 2008 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Fixed Annuities, Uniform Combined State..., Investment Advisory, IRAs, Estate Planning
Education
University of Florida
Bachelor of Business Administration (BBA), Marketing
Jason Jo's Edward Jones Experience
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Compliance, Series 7, Series 63, Series 24
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Edward Jones
Skills
Compliance, Series 7, Series 63, Series 24
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Mariam Attaie Mariam Attaie's Edward Jones Experience August 2007 - February 2012
Job Journalist l Reporter at Next Media Animation
Industry Broadcast Media
Experience
Next Media Animation July 2014 - Present
Pana Television May 2014 - Present
AXA Advisors, LLC April 2012 - January 2014
Edward Jones August 2007 - February 2012
Houston Television HTV CH.16 January 2009 - March 2011
Blue Canopy June 2005 - July 2005
Skills
English, Arabic, Farsi, Dari, Storytelling, Editing, Proofreading, Public Speaking, Research, Microsoft Office, Public Relations, Social Media, Investment Strategies, Retirement Planning, Financial Reporting, Client Development, Client Liaison, Production Managment, Strategic Financial..., Technical Writing, Speech Writing, Video Production, News Writing, Investigative Reporting, Broadcast Journalism, Live Broadcast, Broadcast Television, Breaking News, Social Media Marketing, Client Relations Skills, Journalists, Linguistics, Cultural Liaison, Middle Eastern Studies, Final Cut Pro, Finance, Non-linear Editing, Team Building, Foreign Languages, Accountability, Cost Basis Reporting, Consulting, Training, Mentoring, Recruiting, Microsoft Excel, Microsoft Word, Mac, Avid, Broadcast
Education
University of Houston 2003 — 2008
BA, Major: Broadcast Journalism Minor: Intl. Area Studies, Arabic, & Middle eastern Studies
Next Media Animation July 2014 - Present
Pana Television May 2014 - Present
AXA Advisors, LLC April 2012 - January 2014
Edward Jones August 2007 - February 2012
Houston Television HTV CH.16 January 2009 - March 2011
Blue Canopy June 2005 - July 2005
Skills
English, Arabic, Farsi, Dari, Storytelling, Editing, Proofreading, Public Speaking, Research, Microsoft Office, Public Relations, Social Media, Investment Strategies, Retirement Planning, Financial Reporting, Client Development, Client Liaison, Production Managment, Strategic Financial..., Technical Writing, Speech Writing, Video Production, News Writing, Investigative Reporting, Broadcast Journalism, Live Broadcast, Broadcast Television, Breaking News, Social Media Marketing, Client Relations Skills, Journalists, Linguistics, Cultural Liaison, Middle Eastern Studies, Final Cut Pro, Finance, Non-linear Editing, Team Building, Foreign Languages, Accountability, Cost Basis Reporting, Consulting, Training, Mentoring, Recruiting, Microsoft Excel, Microsoft Word, Mac, Avid, Broadcast
Education
University of Houston 2003 — 2008
BA, Major: Broadcast Journalism Minor: Intl. Area Studies, Arabic, & Middle eastern Studies
Kristina Feil's Edward Jones Experience May 2012 - November 2014
Job Registered Client Associate, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Edward Jones May 2012 - November 2014
Stuart/Martin County Chamber Toastmasters International Club January 2012 - September 2012
Meetings at Sea, Inc February 2005 - May 2012
Freelance Speaker January 2006 - April 2012
Meetings at Sea, Inc. May 2005 - April 2012
CMM program in Dallas 2008 - 2009
Monster 2003 - 2005
My own company as Independent Corporate Spokesperson 1992 - 2004
Toyota/Lexus 2002 - 2002
Skills
Trainer on Public..., Professional Actor, Ex Talk Show Host, Trade Shows, Corporate Events, Incentives, Hospitality, Public Speaking, Cruises, Management, Sales, Training, Meeting Planning, Marketing, Leadership, Retirement Planning, Portfolio Management, Life Insurance, 529 Plans, Annuity Sales, Long Term Care Insurance, Hospitality Management, Time Management, Program Management, Event Management, Strategic Planning
Education
University of Florida
Bachelors, Marketing & Computer Programming
University of Miami - School of Business
Edward Jones May 2012 - November 2014
Stuart/Martin County Chamber Toastmasters International Club January 2012 - September 2012
Meetings at Sea, Inc February 2005 - May 2012
Freelance Speaker January 2006 - April 2012
Meetings at Sea, Inc. May 2005 - April 2012
CMM program in Dallas 2008 - 2009
Monster 2003 - 2005
My own company as Independent Corporate Spokesperson 1992 - 2004
Toyota/Lexus 2002 - 2002
Skills
Trainer on Public..., Professional Actor, Ex Talk Show Host, Trade Shows, Corporate Events, Incentives, Hospitality, Public Speaking, Cruises, Management, Sales, Training, Meeting Planning, Marketing, Leadership, Retirement Planning, Portfolio Management, Life Insurance, 529 Plans, Annuity Sales, Long Term Care Insurance, Hospitality Management, Time Management, Program Management, Event Management, Strategic Planning
Education
University of Florida
Bachelors, Marketing & Computer Programming
University of Miami - School of Business
Nigel Noronha's Edward Jones Experience 2009 - 2009
Job Account Executive at Intelligize, Inc.
Industry Information Technology and Services
Experience
Intelligize, Inc. 2015 - Present
Summit Financial Printing, LLC (Acquisition) 2014 - 2015
Thomson Reuters 2012 - 2014
BMC Software 2011 - 2012
Edward Jones 2009 - 2009
Scottrade 2008 - 2009
Skills
Cold Calling, Sales Process, Sales, Salesforce.com, Sales Presentations, Enterprise Software, Lead Generation, Direct Sales, Business Development, Building Relationships, New Business Development, Selling, Strategic Partnerships, Software Industry, Competitive Analysis, Management, Professional Services, Product Marketing, Recruiting, Leadership, Time Management, Managed Services, B2B, Strategy, Channel Partners, Finance, Business Alliances, Sales Enablement, Go-to-market Strategy, Start-ups, Pre-sales
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Westside High School
Intelligize, Inc. 2015 - Present
Summit Financial Printing, LLC (Acquisition) 2014 - 2015
Thomson Reuters 2012 - 2014
BMC Software 2011 - 2012
Edward Jones 2009 - 2009
Scottrade 2008 - 2009
Skills
Cold Calling, Sales Process, Sales, Salesforce.com, Sales Presentations, Enterprise Software, Lead Generation, Direct Sales, Business Development, Building Relationships, New Business Development, Selling, Strategic Partnerships, Software Industry, Competitive Analysis, Management, Professional Services, Product Marketing, Recruiting, Leadership, Time Management, Managed Services, B2B, Strategy, Channel Partners, Finance, Business Alliances, Sales Enablement, Go-to-market Strategy, Start-ups, Pre-sales
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Westside High School
Ben Handzel Ben Handzel's Edward Jones Experience January 2014 - July 2015
Job Branch Manager at Rain For Rent
Industry Construction
Experience
Rain For Rent August 2015 - Present
Edward Jones January 2014 - July 2015
Neff Rental January 2006 - September 2013
Neff Rental October 2002 - January 2006
Neff Rental July 1999 - October 2002
Neff Rental October 1998 - July 1999
Skills
Sales Management, Account Management, Construction, Purchasing, Contract Negotiation, New Business Development, Operations Management, Cold Calling, Sales Operations, Contract Management, Team Building, Negotiation, Inventory Management, P&L, Sales
Education
University of Florida - Warrington College Of Business 1995 — 1997
BS Business Administration, Marketing
Rain For Rent August 2015 - Present
Edward Jones January 2014 - July 2015
Neff Rental January 2006 - September 2013
Neff Rental October 2002 - January 2006
Neff Rental July 1999 - October 2002
Neff Rental October 1998 - July 1999
Skills
Sales Management, Account Management, Construction, Purchasing, Contract Negotiation, New Business Development, Operations Management, Cold Calling, Sales Operations, Contract Management, Team Building, Negotiation, Inventory Management, P&L, Sales
Education
University of Florida - Warrington College Of Business 1995 — 1997
BS Business Administration, Marketing
Gus Schulze Gus Schulze's Edward Jones Experience December 2012 - May 2013
Job Wells Fargo Advisors
Industry Insurance
Experience
Wells Fargo Advisors February 2014 - Present
Bankers Life and Casualty Company June 2013 - February 2014
Edward Jones December 2012 - May 2013
Farmers Insurance August 2012 - December 2012
Florida Virtual School June 2009 - June 2012
Pinellas County Schools August 2000 - June 2009
AMC Theatres 1989 - 2000
Skills
Instructional Technology, Curriculum Design, Instructional Design, Educational Technology, Educational Leadership, Teaching, Literacy, Staff Development, Curriculum Development, E-Learning, Leadership Development, Distance Learning, ESL, Moodle, Leadership, Face to Face Sales, Financial Analysis, Customer Service, Sales, Client Presentation, Customer Retention, Teamwork, Team Leadership, Financial Guidance, Client Development, Manage Client..., Client Education, Customer Support, Lead Generation, Social Networking
Education
University of Florida - Warrington College Of Business 1994 — 1997
BA, Business Management
Wells Fargo Advisors February 2014 - Present
Bankers Life and Casualty Company June 2013 - February 2014
Edward Jones December 2012 - May 2013
Farmers Insurance August 2012 - December 2012
Florida Virtual School June 2009 - June 2012
Pinellas County Schools August 2000 - June 2009
AMC Theatres 1989 - 2000
Skills
Instructional Technology, Curriculum Design, Instructional Design, Educational Technology, Educational Leadership, Teaching, Literacy, Staff Development, Curriculum Development, E-Learning, Leadership Development, Distance Learning, ESL, Moodle, Leadership, Face to Face Sales, Financial Analysis, Customer Service, Sales, Client Presentation, Customer Retention, Teamwork, Team Leadership, Financial Guidance, Client Development, Manage Client..., Client Education, Customer Support, Lead Generation, Social Networking
Education
University of Florida - Warrington College Of Business 1994 — 1997
BA, Business Management
Blake A. Morrison's Edward Jones Experience February 1999 - April 2004
Job Financial Services Professional at Retirement Advisory Group, LLC
Industry Financial Services
Experience
Retirement Advisory Group August 2008 - Present
Executive Financial Group May 2004 - July 2008
Edward Jones February 1999 - April 2004
Skills
Retirement Planning, IRAs, Retirement, Estate Planning, Customer Satisfaction, Life Insurance, Fixed Annuities, Strategic Financial..., Financial Services, Small Business, Financial Planning, Customer Service, Sales
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor's of Science, Molecular and Integrative Physiology with minor in Chemistry
University of Illinois at Urbana-Champaign 1994 — 1999
Retirement Advisory Group August 2008 - Present
Executive Financial Group May 2004 - July 2008
Edward Jones February 1999 - April 2004
Skills
Retirement Planning, IRAs, Retirement, Estate Planning, Customer Satisfaction, Life Insurance, Fixed Annuities, Strategic Financial..., Financial Services, Small Business, Financial Planning, Customer Service, Sales
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor's of Science, Molecular and Integrative Physiology with minor in Chemistry
University of Illinois at Urbana-Champaign 1994 — 1999
Troy Wootton's Edward Jones Experience July 2012 - Present
Job
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Moody National Bank March 2003 - July 2012
Skills
Fixed Annuities, Mutual Funds, 401k, Variable Annuities, Long Term Care Insurance, Insurance, Term Life Insurance, Defined Benefit, 529 Plans, Equities, Roth IRA, 403 b, 457 Plans, SEP IRA, Simple IRA, Fixed Income, Unit Investment Trusts, transfer on death, Trust Services, Traditional IRA, Investment Banking, Certificates of Deposit, long term disability, Permanent Life Insurance, Retirement Planning, Estate Planning, Life Insurance, Finance, Retirement, Financial Advisory, Small Business, Strategic Planning, Customer Service, Leadership, Portfolio Management, Strategy, Team Building, Marketing, Financial Planning, Investments, Loans, Financial Analysis, Management, Banking, Microsoft Office, Credit, Risk Management
Education
John Foster Dulles
General Studies
University of Houston
Edward Jones July 2012 - Present
Moody National Bank March 2003 - July 2012
Skills
Fixed Annuities, Mutual Funds, 401k, Variable Annuities, Long Term Care Insurance, Insurance, Term Life Insurance, Defined Benefit, 529 Plans, Equities, Roth IRA, 403 b, 457 Plans, SEP IRA, Simple IRA, Fixed Income, Unit Investment Trusts, transfer on death, Trust Services, Traditional IRA, Investment Banking, Certificates of Deposit, long term disability, Permanent Life Insurance, Retirement Planning, Estate Planning, Life Insurance, Finance, Retirement, Financial Advisory, Small Business, Strategic Planning, Customer Service, Leadership, Portfolio Management, Strategy, Team Building, Marketing, Financial Planning, Investments, Loans, Financial Analysis, Management, Banking, Microsoft Office, Credit, Risk Management
Education
John Foster Dulles
General Studies
University of Houston
Elizabeth Fifer, CFP® Elizabeth Fifer, CFP®'s Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
Newell Rubbermaid April 2008 - July 2010
Newell Rubbermaid November 2005 - March 2007
Newell Rubbermaid January 2004 - October 2005
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
Management
Edward Jones August 2010 - Present
Newell Rubbermaid April 2008 - July 2010
Newell Rubbermaid November 2005 - March 2007
Newell Rubbermaid January 2004 - October 2005
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
Management
Gina Consiglio's Edward Jones Experience August 2009 - January 2010
Job Senior Associate at EveryAuto.com
Industry Automotive
Experience
Progressus Media August 2014 - Present
EveryAuto.com August 2014 - Present
Fireman's Fund Insurance Company January 2014 - August 2014
Channel Clarity July 2013 - January 2014
Channel Clarity May 2011 - July 2013
Edward Jones August 2009 - January 2010
Skills
Online Marketing, Conversion Optimization, Advertising, Lead Generation, Management, Business Development, Leadership, Mobile Marketing, Analysis, Online Advertising, Email Marketing, Social Media, Marketing, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Consumer Economics and Finance
Progressus Media August 2014 - Present
EveryAuto.com August 2014 - Present
Fireman's Fund Insurance Company January 2014 - August 2014
Channel Clarity July 2013 - January 2014
Channel Clarity May 2011 - July 2013
Edward Jones August 2009 - January 2010
Skills
Online Marketing, Conversion Optimization, Advertising, Lead Generation, Management, Business Development, Leadership, Mobile Marketing, Analysis, Online Advertising, Email Marketing, Social Media, Marketing, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Consumer Economics and Finance
Steven Ambriz, CRPC Steven Ambriz, CRPC's Edward Jones Experience 2009 - February 2010
Job Assistant Vice President, Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Northwestern Mutual March 2010 - March 2012
Edward Jones 2009 - February 2010
Enterprise Rent-A-Car 2007 - 2009
Axxiom Manufacturing 2003 - 2007
Skills
Investment Services, Long-Term Care Insurance, Asset & Income..., Retirement Planning, Life Insurance, Long Term Care Insurance, Investments, Finance, Marketing, Mergers & Acquisitions, Long-term Care, Financial Advisory, Risk Management, Securities
Education
University of Houston-Downtown 2005 — 2007
Bachelor, Business Markering
Merrill Lynch March 2012 - Present
Northwestern Mutual March 2010 - March 2012
Edward Jones 2009 - February 2010
Enterprise Rent-A-Car 2007 - 2009
Axxiom Manufacturing 2003 - 2007
Skills
Investment Services, Long-Term Care Insurance, Asset & Income..., Retirement Planning, Life Insurance, Long Term Care Insurance, Investments, Finance, Marketing, Mergers & Acquisitions, Long-term Care, Financial Advisory, Risk Management, Securities
Education
University of Houston-Downtown 2005 — 2007
Bachelor, Business Markering
Derek Prater Derek Prater's Edward Jones Experience August 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Merrill Lynch February 2008 - Present
Morgan Stanley May 2006 - August 2007
Northern Trust Corp June 2001 - May 2006
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Edward Jones August 2011 - Present
Merrill Lynch February 2008 - Present
Morgan Stanley May 2006 - August 2007
Northern Trust Corp June 2001 - May 2006
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Phyllis Graham's Edward Jones Experience May 2009 - September 2013
Job Business Office Administrator at Edward Jones
Industry Financial Services
Experience
Prairie Plains CASA October 2009 - Present
Edward Jones May 2009 - September 2013
Continental Airlines August 1996 - May 2009
Continental Airlines 1996 - 2009
Skills
Team Building, Coaching, Purchasing, Event Planning, Public Speaking, Process Improvement, Strategic Planning, Leadership, Customer Service, New Business Development, Analysis, Training, Social Media, Business Development, Management, Program Management, Advertising, Budgets, Contract Negotiation, Marketing, Employee Relations, Sales, Marketing Strategy, Fundraising, Project Planning, Recruiting, Human Resources
Education
University of Houston 1971 — 1972
photography
University of Houston
Fine Arts
Prairie Plains CASA October 2009 - Present
Edward Jones May 2009 - September 2013
Continental Airlines August 1996 - May 2009
Continental Airlines 1996 - 2009
Skills
Team Building, Coaching, Purchasing, Event Planning, Public Speaking, Process Improvement, Strategic Planning, Leadership, Customer Service, New Business Development, Analysis, Training, Social Media, Business Development, Management, Program Management, Advertising, Budgets, Contract Negotiation, Marketing, Employee Relations, Sales, Marketing Strategy, Fundraising, Project Planning, Recruiting, Human Resources
Education
University of Houston 1971 — 1972
photography
University of Houston
Fine Arts
Craig Replogle's Edward Jones Experience September 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2006 - Present
Education
University of Evansville 1988 — 1992
Edward Jones September 2006 - Present
Education
University of Evansville 1988 — 1992
Deborah Pankey Gabriel's Edward Jones Experience 2015 - Present
Job I'll work with you to help you achieve your investment goals
Industry Financial Services
Experience
Edward Jones 2015 - Present
Daily Herald June 1997 - May 2015
Paddock Publications 1997 - May 2015
Daily Herald September 1988 - June 1997
Skills
Cooking, Wine, Restaurants, Newspapers, Newspaper, Journalism, Content Management, Food, Copy Editing, Editorial, Ap Style, Advertising, Editing, Press Releases, Blogging, Social Networking, Management, Social Media, AP Style, News Writing, Food & Beverage, Storytelling, Writing, Headline Writing
Education
University of Illinois at Urbana-Champaign 1983 — 1987
journalism
Edward Jones 2015 - Present
Daily Herald June 1997 - May 2015
Paddock Publications 1997 - May 2015
Daily Herald September 1988 - June 1997
Skills
Cooking, Wine, Restaurants, Newspapers, Newspaper, Journalism, Content Management, Food, Copy Editing, Editorial, Ap Style, Advertising, Editing, Press Releases, Blogging, Social Networking, Management, Social Media, AP Style, News Writing, Food & Beverage, Storytelling, Writing, Headline Writing
Education
University of Illinois at Urbana-Champaign 1983 — 1987
journalism
Nathan Wittman, CAFS, NCT's Edward Jones Experience April 2001 - June 2002
Job Director of Sales and Marketing at Filter Technology Company Inc.
Industry Facilities Services
Experience
Filter Technology Company, Inc. July 2002 - Present
Edward Jones April 2001 - June 2002
American Express August 2000 - March 2001
Skills
Contract Negotiation, Account Management, New Business Development, Sales Management, Strategic Planning, Marketing Communications, Project Management, Direct Sales, Negotiation, Energy, Sales Process, Sales, Customer Service, Selling, Team Building, Solution Selling, Business Development, Facilities Management, CRM, Start-ups, Operations Management, Salesforce.com, Leadership, Management, Sales Operations, B2B, Business Planning, Budgets, Key Account Management, Sales Presentations, Forecasting, Cold Calling
Education
University of Houston 1994 — 1999
B.S., Economics
Filter Technology Company, Inc. July 2002 - Present
Edward Jones April 2001 - June 2002
American Express August 2000 - March 2001
Skills
Contract Negotiation, Account Management, New Business Development, Sales Management, Strategic Planning, Marketing Communications, Project Management, Direct Sales, Negotiation, Energy, Sales Process, Sales, Customer Service, Selling, Team Building, Solution Selling, Business Development, Facilities Management, CRM, Start-ups, Operations Management, Salesforce.com, Leadership, Management, Sales Operations, B2B, Business Planning, Budgets, Key Account Management, Sales Presentations, Forecasting, Cold Calling
Education
University of Houston 1994 — 1999
B.S., Economics
Phillip Baggett's Edward Jones Experience October 2008 - July 2009
Job Attorney at Monty & Ramirez LLP
Industry Legal Services
Experience
Monty & Ramirez LLP December 2014 - Present
Berg & Androphy December 2013 - December 2014
Houston Journal of International Law March 2013 - April 2014
Houston Journal of International Law June 2012 - March 2013
UHLC Immigration Clinic August 2012 - December 2012
Texas Innocence Network June 2012 - August 2012
Edward Jones October 2008 - July 2009
Compass Bank May 2007 - October 2008
First Convenience Bank 2006 - 2007
Skills
Legal Writing, Legal Research, Litigation, Public International Law, International Law, Civil Litigation, Public Speaking, Oral Arguments, Westlaw, Commercial Litigation, LexisNexis, Legal Issues
Education
University of Houston Law Center 2011 — 2014
Doctor of Law (J.D.)
University of North Texas 2001 — 2005
Monty & Ramirez LLP December 2014 - Present
Berg & Androphy December 2013 - December 2014
Houston Journal of International Law March 2013 - April 2014
Houston Journal of International Law June 2012 - March 2013
UHLC Immigration Clinic August 2012 - December 2012
Texas Innocence Network June 2012 - August 2012
Edward Jones October 2008 - July 2009
Compass Bank May 2007 - October 2008
First Convenience Bank 2006 - 2007
Skills
Legal Writing, Legal Research, Litigation, Public International Law, International Law, Civil Litigation, Public Speaking, Oral Arguments, Westlaw, Commercial Litigation, LexisNexis, Legal Issues
Education
University of Houston Law Center 2011 — 2014
Doctor of Law (J.D.)
University of North Texas 2001 — 2005
Damion Robertson's Edward Jones Experience November 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Spectrum Financial Group February 2014 - November 2014
Comerica Bank May 2010 - January 2014
Bank of Texas October 2003 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Lines Of Credit, Loans, Retail Banking, Small Business Lending, Strategy
Education
University of Houston 1990 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Edward Jones November 2014 - Present
Spectrum Financial Group February 2014 - November 2014
Comerica Bank May 2010 - January 2014
Bank of Texas October 2003 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Lines Of Credit, Loans, Retail Banking, Small Business Lending, Strategy
Education
University of Houston 1990 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Paul Gianotti's Edward Jones Experience October 2002 - October 2007
Job Gianotti Financial Group, Inc
Industry Financial Services
Experience
Gianotti Financial Group, Inc October 2007 - Present
Edward Jones October 2002 - October 2007
Arthur Andersen 2000 - 2002
Education
University of Illinois at Urbana-Champaign 1997 — 2000
Bachelor, Accountancy
Gianotti Financial Group, Inc October 2007 - Present
Edward Jones October 2002 - October 2007
Arthur Andersen 2000 - 2002
Education
University of Illinois at Urbana-Champaign 1997 — 2000
Bachelor, Accountancy
Logan Beal, AAMS's Edward Jones Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Florida West Coast Resource Conservation and Development Council July 2008 - July 2010
OMS Online August 2006 - July 2008
Skills
Retirement Planning, Sales, Financial Analysis, Small Business, Finance, Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Estate Planning, Retirement, Asset Allocation, Investment Advisory
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
University of Florida
Edward Jones July 2010 - Present
Florida West Coast Resource Conservation and Development Council July 2008 - July 2010
OMS Online August 2006 - July 2008
Skills
Retirement Planning, Sales, Financial Analysis, Small Business, Finance, Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Estate Planning, Retirement, Asset Allocation, Investment Advisory
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
University of Florida
Chris Kaufmann's Edward Jones Experience February 2007 - November 2007
Job Network Analyst at Washington University School of Medicine
Industry Research
Experience
Washington University School of Medicine 2007 - Present
Edward Jones February 2007 - November 2007
The University of Arizona June 2000 - February 2007
Agarose Solutions February 2000 - June 2000
Cohesion Technologies January 1998 - January 2000
Collagen Corporation February 1997 - December 1997
KLA-Tencor November 1995 - February 1997
DBA self 1991 - 1995
Southern Illinois Hospital Services April 1993 - November 1993
Southern Illinois University May 1991 - April 1992
Skills
Servers, Troubleshooting, Linux, Solaris, Technical Support, Security, Networking, Windows
Education
Southern Illinois University at Edwardsville
B.A., English Major, Math Minor
University of Illinois at Urbana-Champaign
Washington University School of Medicine 2007 - Present
Edward Jones February 2007 - November 2007
The University of Arizona June 2000 - February 2007
Agarose Solutions February 2000 - June 2000
Cohesion Technologies January 1998 - January 2000
Collagen Corporation February 1997 - December 1997
KLA-Tencor November 1995 - February 1997
DBA self 1991 - 1995
Southern Illinois Hospital Services April 1993 - November 1993
Southern Illinois University May 1991 - April 1992
Skills
Servers, Troubleshooting, Linux, Solaris, Technical Support, Security, Networking, Windows
Education
Southern Illinois University at Edwardsville
B.A., English Major, Math Minor
University of Illinois at Urbana-Champaign
Dan Sypien's Edward Jones Experience September 2012 - Present
Job Financial Advisor at Edward Jones
Industry Civil Engineering
Experience
Edward Jones September 2012 - Present
Patrick Engineering January 2001 - May 2012
Skills
Financial Advisory, Concrete, Land Development, Site Plans, Water Resources, AutoCAD, Site Development, Earthworks, Surveying, Water, Construction, Engineering, Project Estimation, Rail, CAD, Hydraulics
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Bachelor of Science (B.S.), Civil Engineering
Edward Jones September 2012 - Present
Patrick Engineering January 2001 - May 2012
Skills
Financial Advisory, Concrete, Land Development, Site Plans, Water Resources, AutoCAD, Site Development, Earthworks, Surveying, Water, Construction, Engineering, Project Estimation, Rail, CAD, Hydraulics
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Bachelor of Science (B.S.), Civil Engineering
Erica McKeon's Edward Jones Experience 1997 - 2006
Job Global HR Lead
Industry Human Resources
Experience
Monsanto Company March 2015 - Present
Monsanto September 2011 - Present
Monsanto June 2008 - September 2011
CBIZ 2006 - 2008
Edward Jones 1997 - 2006
Skills
Human Resources, Deferred Compensation, Talent Management, Applicant Tracking..., HRIS, Workforce Planning, Talent Acquisition, Recruiting, Onboarding, Succession Planning, Performance Management, Employee Relations
Education
Washington University in St. Louis
Master of Arts, Human Resources Management
University of Illinois at Urbana-Champaign
Bachelor of Science, Liberal Arts and Sciences
Monsanto Company March 2015 - Present
Monsanto September 2011 - Present
Monsanto June 2008 - September 2011
CBIZ 2006 - 2008
Edward Jones 1997 - 2006
Skills
Human Resources, Deferred Compensation, Talent Management, Applicant Tracking..., HRIS, Workforce Planning, Talent Acquisition, Recruiting, Onboarding, Succession Planning, Performance Management, Employee Relations
Education
Washington University in St. Louis
Master of Arts, Human Resources Management
University of Illinois at Urbana-Champaign
Bachelor of Science, Liberal Arts and Sciences
Denna Kirkland's Edward Jones Experience 1996 - 1998
Job Vice President/Senior Relationship Manager
Industry Banking
Experience
Huntington National Bank June 2007 - May 2008
Comerica August 2004 - June 2007
Chase Bank January 2000 - August 2004
Edward Jones 1996 - 1998
Education
National Association of Securities Dealers 1996 — 1996
Series 7 License, Securities
University of Detroit Mercy 1993 — 1995
BSBA, Business Administration
Huntington National Bank June 2007 - May 2008
Comerica August 2004 - June 2007
Chase Bank January 2000 - August 2004
Edward Jones 1996 - 1998
Education
National Association of Securities Dealers 1996 — 1996
Series 7 License, Securities
University of Detroit Mercy 1993 — 1995
BSBA, Business Administration
Manny Tsesmelis, AAMS's Edward Jones Experience December 2008 - July 2012
Job President, Financial Advisor at Tsesmelis Wealth Management, Inc. (TWM)
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Wells Fargo Advisors, LLC July 2012 - November 2014
Edward Jones December 2008 - July 2012
JP Morgan Chase May 2007 - November 2008
SunTrust Bank 2006 - 2007
Guaranty Bank 2004 - 2006
US Navy 1997 - 2004
Skills
Investments, Retirement Planning, Leadership, Finance, Marketing, Strategic Financial..., Customer Service, Mutual Funds, Sales, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, Retirement, 401k Rollovers, IRAs, FINRA, Wealth Management..., ETFs, Financial Planning, Credit, Loans
Education
University of Florida 1987 — 1993
Bachelor of Arts, Economics
LPL Financial December 2014 - Present
Wells Fargo Advisors, LLC July 2012 - November 2014
Edward Jones December 2008 - July 2012
JP Morgan Chase May 2007 - November 2008
SunTrust Bank 2006 - 2007
Guaranty Bank 2004 - 2006
US Navy 1997 - 2004
Skills
Investments, Retirement Planning, Leadership, Finance, Marketing, Strategic Financial..., Customer Service, Mutual Funds, Sales, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, Retirement, 401k Rollovers, IRAs, FINRA, Wealth Management..., ETFs, Financial Planning, Credit, Loans
Education
University of Florida 1987 — 1993
Bachelor of Arts, Economics
Carolyn Sebek's Edward Jones Experience March 2008 - Present
Job Project Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Skills
PMP, SDLC, Business Analysis, Visio, Requirements Analysis, Software Project..., Process Improvement, Vendor Management, Requirements Gathering, Systems Analysis, Risk Management, Project Portfolio..., Program Management, Disaster Recovery, Resource Management
Education
University of Houston 1984 — 1986
BA, Management Information Systems
Edward Jones March 2008 - Present
Skills
PMP, SDLC, Business Analysis, Visio, Requirements Analysis, Software Project..., Process Improvement, Vendor Management, Requirements Gathering, Systems Analysis, Risk Management, Project Portfolio..., Program Management, Disaster Recovery, Resource Management
Education
University of Houston 1984 — 1986
BA, Management Information Systems
Traci Kosaki's Edward Jones Experience May 2005 - Present
Job Building Tech
Industry Information Technology and Services
Experience
Camas School District 117 March 2015 - Present
Camas School District September 2013 - Present
Edward Jones May 2005 - Present
Camas School District March 2005 - September 2013
Delta Air Lines May 1989 - January 2005
Skills
Customer Service, Microsoft Office, Word, Customer Relations, Supervisory Skills, Writing, Accelerated Reader, Autism Spectrum..., Telephone Skills, Data Entry, Administration, Office Management, Administrative..., Training, Teamwork, Editing, Microsoft Word, Team Building
Education
University of Hawaii at Manoa
Bachelors, Journalism
Camas School District 117 March 2015 - Present
Camas School District September 2013 - Present
Edward Jones May 2005 - Present
Camas School District March 2005 - September 2013
Delta Air Lines May 1989 - January 2005
Skills
Customer Service, Microsoft Office, Word, Customer Relations, Supervisory Skills, Writing, Accelerated Reader, Autism Spectrum..., Telephone Skills, Data Entry, Administration, Office Management, Administrative..., Training, Teamwork, Editing, Microsoft Word, Team Building
Education
University of Hawaii at Manoa
Bachelors, Journalism
Traci Brown's Edward Jones Experience June 2007 - Present
Job Sr. Marketing Strategist at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Edward Jones March 2003 - June 2007
Edward Jones April 2001 - March 2003
Systems Consultants, Inc. May 1997 - April 2001
Skills
Integrated Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Financial Services..., Writing, Communication Skills, Online Communications, Digital Marketing, Internal Communications, Financial Services, Analytics, Marketing, Direct Marketing, Online Marketing, Corporate Communications, Leadership, Strategic Planning, Social Media
Education
University of Tennessee-Knoxville 1995 — 1997
M.S., Communication - PR
University of Evansville 1991 — 1995
B.S., Communications - Journalism
Edward Jones June 2007 - Present
Edward Jones March 2003 - June 2007
Edward Jones April 2001 - March 2003
Systems Consultants, Inc. May 1997 - April 2001
Skills
Integrated Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Financial Services..., Writing, Communication Skills, Online Communications, Digital Marketing, Internal Communications, Financial Services, Analytics, Marketing, Direct Marketing, Online Marketing, Corporate Communications, Leadership, Strategic Planning, Social Media
Education
University of Tennessee-Knoxville 1995 — 1997
M.S., Communication - PR
University of Evansville 1991 — 1995
B.S., Communications - Journalism
Donald Hale's Edward Jones Experience August 1997 - August 2002
Job Insurance Specialist II (Form Filings and Market Analysis/Conduct)
Industry Government Administration
Experience
State of Alaska June 2002 - Present
Edward Jones August 1997 - August 2002
PaineWebber April 1994 - August 1997
Barrett, Hale, & Company October 1980 - August 1994
Barret, Hale, & Company (Chazal-Blair Insurance Agency) October 1980 - April 1994
Skills
Public Speaking, Insurance, Non-profits, Public Relations, Property & Casualty..., Customer Service, Strategic Planning, Leadership Development, Team Building, Troubleshooting, Management, Business Development, Government, Analysis, Database System..., Leadership, Employee Benefits, Health Insurance, Investments, Training, Program Management, Strategy, Marketing, Risk Management, Life Insurance, Fixed Annuities, Policy, Financial Planning, Retirement Planning, Disability Insurance, Retirement, Sales, Microsoft Office, Nonprofits
Education
University of Florida 1976 — 1979
BA, Political Science and Public Relations
University of Florida 1975 — 1979
Bachelor of Arts (B.A.), Political Science and Government
State of Alaska June 2002 - Present
Edward Jones August 1997 - August 2002
PaineWebber April 1994 - August 1997
Barrett, Hale, & Company October 1980 - August 1994
Barret, Hale, & Company (Chazal-Blair Insurance Agency) October 1980 - April 1994
Skills
Public Speaking, Insurance, Non-profits, Public Relations, Property & Casualty..., Customer Service, Strategic Planning, Leadership Development, Team Building, Troubleshooting, Management, Business Development, Government, Analysis, Database System..., Leadership, Employee Benefits, Health Insurance, Investments, Training, Program Management, Strategy, Marketing, Risk Management, Life Insurance, Fixed Annuities, Policy, Financial Planning, Retirement Planning, Disability Insurance, Retirement, Sales, Microsoft Office, Nonprofits
Education
University of Florida 1976 — 1979
BA, Political Science and Public Relations
University of Florida 1975 — 1979
Bachelor of Arts (B.A.), Political Science and Government
Greg Dobbs's Edward Jones Experience May 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2003 - Present
Education
University of Idaho 1997 — 1999
Master's Degree, Sport Management
University of Idaho 1993 — 1997
Bachelor's Degree, Physical Education Teaching and Coaching
Edward Jones May 2003 - Present
Education
University of Idaho 1997 — 1999
Master's Degree, Sport Management
University of Idaho 1993 — 1997
Bachelor's Degree, Physical Education Teaching and Coaching
Benny Lau's Edward Jones Experience January 2009 - September 2013
Job IT Project Manager at Academy Sports + Outdoors
Industry Information Technology and Services
Experience
Academy Sports + Outdoors September 2013 - Present
Edward Jones January 2009 - September 2013
Real Solutions July 2007 - January 2009
United Parcel Service January 2006 - June 2007
United Parcel Service September 2004 - December 2005
United Parcel Service January 2002 - August 2004
United Parcel Service September 1999 - December 2001
United Parcel Service June 1985 - August 1999
Skills
Process Improvement, Project Management, Six Sigma, Business Analysis, Program Management, Data Analysis, HIPAA, Account Management, Visio, Photoshop, Operations Management, Access, Forecasting, Leadership, Management, Cross-functional Team..., Business Planning, Business Process, Business Process..., Process Engineering, Budgets, Risk Management, Customer Satisfaction, Vendor Management, Analysis, Training, Recruiting, Human Resources, Change Management, Financial Analysis, Team Leadership, Team Building, Strategy, Business Development, Finance, Business Strategy, Coaching, Business Intelligence, Performance Management, Sales, Logistics, New Business Development, Project Planning, Competitive Analysis, Strategic Planning, Negotiation, Time Management, Supply Chain Management, Inventory Management, Integration
Education
University of Houston, C.T. Bauer College of Business 1985 — 1989
BBA, Management Information Systems
Academy Sports + Outdoors September 2013 - Present
Edward Jones January 2009 - September 2013
Real Solutions July 2007 - January 2009
United Parcel Service January 2006 - June 2007
United Parcel Service September 2004 - December 2005
United Parcel Service January 2002 - August 2004
United Parcel Service September 1999 - December 2001
United Parcel Service June 1985 - August 1999
Skills
Process Improvement, Project Management, Six Sigma, Business Analysis, Program Management, Data Analysis, HIPAA, Account Management, Visio, Photoshop, Operations Management, Access, Forecasting, Leadership, Management, Cross-functional Team..., Business Planning, Business Process, Business Process..., Process Engineering, Budgets, Risk Management, Customer Satisfaction, Vendor Management, Analysis, Training, Recruiting, Human Resources, Change Management, Financial Analysis, Team Leadership, Team Building, Strategy, Business Development, Finance, Business Strategy, Coaching, Business Intelligence, Performance Management, Sales, Logistics, New Business Development, Project Planning, Competitive Analysis, Strategic Planning, Negotiation, Time Management, Supply Chain Management, Inventory Management, Integration
Education
University of Houston, C.T. Bauer College of Business 1985 — 1989
BBA, Management Information Systems
John Ballarini's Edward Jones Experience January 2005 - November 2005
Job Director Inspection Services Commercial Risk at Hartford Steam Boiler
Industry Insurance
Experience
Hartford Steam Boiler September 2012 - Present
CNA Insurance 2005 - August 2012
EchoTrade November 2005 - June 2006
Edward Jones January 2005 - November 2005
Dymax Services November 2003 - November 2004
United States Navy September 1994 - August 2000
USS Annapolis (SSN 760) 1994 - 2000
Skills
Electronic Trading, Equities, Financial Risk, Inspection, Insurance, Investments, Nuclear, Property, Risk Management, Underwriting
Education
University of Illinois at Chicago 2000 — 2003
BSIE, Industrial and Electrical Engineering
Hartford Steam Boiler September 2012 - Present
CNA Insurance 2005 - August 2012
EchoTrade November 2005 - June 2006
Edward Jones January 2005 - November 2005
Dymax Services November 2003 - November 2004
United States Navy September 1994 - August 2000
USS Annapolis (SSN 760) 1994 - 2000
Skills
Electronic Trading, Equities, Financial Risk, Inspection, Insurance, Investments, Nuclear, Property, Risk Management, Underwriting
Education
University of Illinois at Chicago 2000 — 2003
BSIE, Industrial and Electrical Engineering
Stephanie Doser's Edward Jones Experience November 2006 - Present
Job Insurance Licensing Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2006 - Present
State Farm Ins Companies January 1991 - March 2006
Skills
Customer Service, Claim, Market Research, Insurance, communicartion, Customer Satisfaction, Research, Claims Handling, Insurance Claims, Claims Investigations, Medical Review
Education
University of Illinois at Chicago 1985 — 1988
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Edward Jones November 2006 - Present
State Farm Ins Companies January 1991 - March 2006
Skills
Customer Service, Claim, Market Research, Insurance, communicartion, Customer Satisfaction, Research, Claims Handling, Insurance Claims, Claims Investigations, Medical Review
Education
University of Illinois at Chicago 1985 — 1988
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
John Knolhoff's Edward Jones Experience June 2007 - February 2011
Job Ultra High Net Worth Client Representative at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Edward Jones June 2007 - February 2011
Office of the Comptroller of the Currency 2005 - 2007
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation, Investment Advisory, 401k, Financial Advisory, Financial Planning, Financial Services
Education
University of Illinois at Urbana-Champaign 2000 — 2004
B.S., Finance
Vanguard March 2011 - Present
Edward Jones June 2007 - February 2011
Office of the Comptroller of the Currency 2005 - 2007
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation, Investment Advisory, 401k, Financial Advisory, Financial Planning, Financial Services
Education
University of Illinois at Urbana-Champaign 2000 — 2004
B.S., Finance
Carolyn Krantz's Edward Jones Experience May 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Design
Experience
Edward Jones May 2014 - Present
Banana Republic July 2010 - Present
Freelance Visual Merchandiser August 1992 - August 2010
Workbench Furniture August 1991 - August 2002
Freelance 1991 - 2002
Nugent Wenckus Photographic's Inc. 1991 - 1992
Madigan's 1988 - 1990
Skills
Fashion, Visual Merchandising, Marketing, Window Displays, Advertising, Merchandising, Time Management, Interior Design, Creative Direction, Retail, Packaging, Apparel, Styling, Graphics
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Apparel Design
Edward Jones May 2014 - Present
Banana Republic July 2010 - Present
Freelance Visual Merchandiser August 1992 - August 2010
Workbench Furniture August 1991 - August 2002
Freelance 1991 - 2002
Nugent Wenckus Photographic's Inc. 1991 - 1992
Madigan's 1988 - 1990
Skills
Fashion, Visual Merchandising, Marketing, Window Displays, Advertising, Merchandising, Time Management, Interior Design, Creative Direction, Retail, Packaging, Apparel, Styling, Graphics
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Apparel Design
Terry Hlivko's Edward Jones Experience May 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
Moveline, Inc January 2000 - December 2001
Kachina Mayflower Moving 1984 - 1997
US Army, 1st Cav Division 1970 - 1972
Skills
Portfolio Management, Retirement Planning, Investments, Marketing, Customer Service, Finance, Financial Advisory, Estate Planning, Analysis, Fixed Annuities, variable annuities, Strategic Financial..., Insurance, Sales, 401k, Investment Advisory, Fee based investing
Education
College of Artesia 1968 — 1970
Math, Math & Business
University of Illinois at Chicago 1965 — 1966
Edward Jones May 2002 - Present
Moveline, Inc January 2000 - December 2001
Kachina Mayflower Moving 1984 - 1997
US Army, 1st Cav Division 1970 - 1972
Skills
Portfolio Management, Retirement Planning, Investments, Marketing, Customer Service, Finance, Financial Advisory, Estate Planning, Analysis, Fixed Annuities, variable annuities, Strategic Financial..., Insurance, Sales, 401k, Investment Advisory, Fee based investing
Education
College of Artesia 1968 — 1970
Math, Math & Business
University of Illinois at Chicago 1965 — 1966
Paul Simmons, CFA's Edward Jones Experience 2009 - Present
Job Analyst at Edward Jones
Industry Research
Experience
Edward Jones 2009 - Present
Phoenix Life Insurance Company May 2008 - August 2008
Phoenix Life Insurance Company May 2007 - August 2007
Skills
Insurance, Financial Modeling, VBA, SAS, Actuarial Science, Life Insurance, Investments, Financial Analysis, Risk Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Actuarial Science, Economics
Edward Jones 2009 - Present
Phoenix Life Insurance Company May 2008 - August 2008
Phoenix Life Insurance Company May 2007 - August 2007
Skills
Insurance, Financial Modeling, VBA, SAS, Actuarial Science, Life Insurance, Investments, Financial Analysis, Risk Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Actuarial Science, Economics
Brad Grcevic's Edward Jones Experience February 1995 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1995 - Present
Accenture August 1992 - February 1995
Skills
Retirement Planning, Finance, Management, Strategy, Wealth Accumulation
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (B.S.), Finance (Business School)
Edward Jones February 1995 - Present
Accenture August 1992 - February 1995
Skills
Retirement Planning, Finance, Management, Strategy, Wealth Accumulation
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (B.S.), Finance (Business School)
Helen W B's Edward Jones Experience December 2006 - November 2007
Job Banker at JPMorgan Chase, MD, MBA
Industry Banking
Experience
JPMorgan Chase January 2008 - Present
Edward Jones December 2006 - November 2007
International Peace Maternity and Child Health Hospital July 1995 - July 2000
Education
JiaoTong University, School of Medicine
M.D
University of Illinois at Chicago
M.B.A, Accounting and Finance
JPMorgan Chase January 2008 - Present
Edward Jones December 2006 - November 2007
International Peace Maternity and Child Health Hospital July 1995 - July 2000
Education
JiaoTong University, School of Medicine
M.D
University of Illinois at Chicago
M.B.A, Accounting and Finance
Lauren (Berry) Ritter's Edward Jones Experience November 2014 - Present
Job Teacher
Industry Education Management
Experience
Woodford County Public Schools January 2015 - Present
Edward Jones November 2014 - Present
Fayette County Public Schools (KY) July 2013 - June 2014
Coba Cocina January 2013 - July 2013
Cicchinelli Family January 2012 - June 2012
Solutions Bridal Designer House March 2009 - June 2010
Skills
Weddings, Fashion, Event Planning, Social Media, Customer Service, Social Networking, PowerPoint, Public Speaking, Event Management, Restaurants, Blogging, Social Media Marketing, Microsoft Excel, Cooking, Merchandising, Microsoft Office, Team Leadership, Retail, Marketing, Smartboard, Hospitality, Photography, Facebook, Microsoft Word, Fundraising, Public Relations, Sales, Teaching, Meeting Planning, Editing, Time Management, Leadership
Education
University of Florida 2010 — 2011
Master of Education (M.Ed.), Elementary Education
University of Florida 2009 — 2010
Bachelors, Elementary Education
Santa Fe College 2007 — 2008
Associate's degree, Education
Gulf Coast High School 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Woodford County Public Schools January 2015 - Present
Edward Jones November 2014 - Present
Fayette County Public Schools (KY) July 2013 - June 2014
Coba Cocina January 2013 - July 2013
Cicchinelli Family January 2012 - June 2012
Solutions Bridal Designer House March 2009 - June 2010
Skills
Weddings, Fashion, Event Planning, Social Media, Customer Service, Social Networking, PowerPoint, Public Speaking, Event Management, Restaurants, Blogging, Social Media Marketing, Microsoft Excel, Cooking, Merchandising, Microsoft Office, Team Leadership, Retail, Marketing, Smartboard, Hospitality, Photography, Facebook, Microsoft Word, Fundraising, Public Relations, Sales, Teaching, Meeting Planning, Editing, Time Management, Leadership
Education
University of Florida 2010 — 2011
Master of Education (M.Ed.), Elementary Education
University of Florida 2009 — 2010
Bachelors, Elementary Education
Santa Fe College 2007 — 2008
Associate's degree, Education
Gulf Coast High School 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Bradford D. Goon's Edward Jones Experience January 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2009 - Present
Skills
401k, 401k Rollovers, IRAs, Retirement, Investments, Pensions, Life Insurance, Investment Strategies, Asset Allocation, Mutual Funds, Fixed Annuities, Saving for Education, Bonds, Securities, College Savings Plans, 529 Plans, Variable Annuities, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement Savings, Financial Services, Financial Goals
Education
University of Houston 2006 — 2008
Bachelor of Economics, Economics
University of Houston 2004 — 2006
Economics, Finance
Edward Jones January 2009 - Present
Skills
401k, 401k Rollovers, IRAs, Retirement, Investments, Pensions, Life Insurance, Investment Strategies, Asset Allocation, Mutual Funds, Fixed Annuities, Saving for Education, Bonds, Securities, College Savings Plans, 529 Plans, Variable Annuities, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement Savings, Financial Services, Financial Goals
Education
University of Houston 2006 — 2008
Bachelor of Economics, Economics
University of Houston 2004 — 2006
Economics, Finance
Bruce Stoddard's Edward Jones Experience March 1987 - January 1995
Job President, Parke Warehouses
Industry Warehousing
Experience
Parke Warehouses July 1996 - Present
A.G. Edwards & Sons, Inc. February 1995 - July 1996
Edward Jones March 1987 - January 1995
Skills
3PL, Supply Chain, Warehouse Management, Warehousing, Supply Chain Management, Logistics, Logistics Management, Team Building, Transportation, LTL, Manufacturing, Supply Chain..., Operations Management, Sales Management, Food, Transportation..., Management, Leadership
Education
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science, Agricultural Economics
Argenta-Oreana High School
Parke Warehouses July 1996 - Present
A.G. Edwards & Sons, Inc. February 1995 - July 1996
Edward Jones March 1987 - January 1995
Skills
3PL, Supply Chain, Warehouse Management, Warehousing, Supply Chain Management, Logistics, Logistics Management, Team Building, Transportation, LTL, Manufacturing, Supply Chain..., Operations Management, Sales Management, Food, Transportation..., Management, Leadership
Education
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science, Agricultural Economics
Argenta-Oreana High School
Graeme McGufficke's Edward Jones Experience August 1996 - June 2009
Job Investment Counselor at BB&T Investment Services Inc.
Industry Financial Services
Experience
BB&T Investment Services Inc. March 2011 - Present
Thurmond and Company September 2010 - March 2011
Combined Insurance December 2009 - November 2010
Edward Jones August 1996 - June 2009
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BB&T Investment Services Inc. March 2011 - Present
Thurmond and Company September 2010 - March 2011
Combined Insurance December 2009 - November 2010
Edward Jones August 1996 - June 2009
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Eric McCune's Edward Jones Experience February 2011 - October 2011
Job Banking Professional
Industry Banking
Experience
Montclair Hotel Investors January 2014 - Present
Keating & Associates, Inc. February 2012 - December 2012
Edward Jones February 2011 - October 2011
Bank of America March 2008 - August 2008
Bank of America June 2007 - August 2007
Skills
Investments, Banking, Training, Insurance, Portfolio Management, Business Analysis, Financial Analysis, French, Business Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Investment Advisory, Investment Strategies, Customer Service, Strategic Financial..., Financial Services
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Economics
Montclair Hotel Investors January 2014 - Present
Keating & Associates, Inc. February 2012 - December 2012
Edward Jones February 2011 - October 2011
Bank of America March 2008 - August 2008
Bank of America June 2007 - August 2007
Skills
Investments, Banking, Training, Insurance, Portfolio Management, Business Analysis, Financial Analysis, French, Business Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Investment Advisory, Investment Strategies, Customer Service, Strategic Financial..., Financial Services
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Economics
Karen Hayse's Edward Jones Experience 2006 - 2008
Job Program Representative at IDES
Industry Government Administration
Experience
IDES 2009 - Present
Edward Jones 2006 - 2008
Advest, Inc. 2005 - 2007
Youth Service Project 2004 - 2006
Education
University of Illinois at Urbana-Champaign 1969 — 1973
B.S, Secondary Education
IDES 2009 - Present
Edward Jones 2006 - 2008
Advest, Inc. 2005 - 2007
Youth Service Project 2004 - 2006
Education
University of Illinois at Urbana-Champaign 1969 — 1973
B.S, Secondary Education
Adam Wigdor's Edward Jones Experience February 2007 - December 2007
Job Financial Services Consultant Team Lead at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2009 - August 2010
Edward Jones February 2007 - December 2007
Swan Moving and Fan Sales Guelph June 2006 - August 2006
Education
University of Guelph 2002 — 2006
Bachelor of Arts, Sociology
2007 Canadian Securities Institute
Sun Life Financial April 2009 - August 2010
Edward Jones February 2007 - December 2007
Swan Moving and Fan Sales Guelph June 2006 - August 2006
Education
University of Guelph 2002 — 2006
Bachelor of Arts, Sociology
2007 Canadian Securities Institute
Casey Clabby's Edward Jones Experience November 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2008 - Present
Washington Mutual October 2004 - August 2008
Skills
Sales, Portfolio Management
Education
University of Idaho 1997 — 2002
BS Business Information Systems
Edward Jones November 2008 - Present
Washington Mutual October 2004 - August 2008
Skills
Sales, Portfolio Management
Education
University of Idaho 1997 — 2002
BS Business Information Systems
Dawn Rovers's Edward Jones Experience 2002 - 2007
Job Professor at Fanshawe College
Industry Education Management
Experience
Fanshawe College January 2008 - Present
Edward Jones 2002 - 2007
Phoenix Interactive Design Inc. 1996 - 2001
Sally Fourmy & Associates (A Division of Cintas) 1992 - 1996
Skills
Social Media Marketing, Sales Management, International Sales, CRM, Marketing Strategy, Market Research, Customer Service, Marketing Communications, Online Marketing, Digital Marketing, Marketing Research, Business Planning, Salesforce.com, Marketing Management, Marketing, Google Analytics, Entrepreneurship, Google Adwords, Social Networking, Online Advertising, SEM, Advertising, SEO, Social Media, Direct Marketing, Public Relations
Education
University of Guelph 1986 — 1990
Bachelor of Commerce, Marketing Management
Northern College of Applied Arts & Technology 1976 — 1978
Fundamentals of Accounting, Accounting and Finance
Fanshawe College January 2008 - Present
Edward Jones 2002 - 2007
Phoenix Interactive Design Inc. 1996 - 2001
Sally Fourmy & Associates (A Division of Cintas) 1992 - 1996
Skills
Social Media Marketing, Sales Management, International Sales, CRM, Marketing Strategy, Market Research, Customer Service, Marketing Communications, Online Marketing, Digital Marketing, Marketing Research, Business Planning, Salesforce.com, Marketing Management, Marketing, Google Analytics, Entrepreneurship, Google Adwords, Social Networking, Online Advertising, SEM, Advertising, SEO, Social Media, Direct Marketing, Public Relations
Education
University of Guelph 1986 — 1990
Bachelor of Commerce, Marketing Management
Northern College of Applied Arts & Technology 1976 — 1978
Fundamentals of Accounting, Accounting and Finance
nancy haines's Edward Jones Experience 1999 - 2011
Job Advisory Solutions at Edward Jones
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Edward Jones 1999 - 2011
Education
University of Evansville 1992 — 1996
Bachelor's degree, Psychology
Wells Fargo Advisors January 2012 - Present
Edward Jones 1999 - 2011
Education
University of Evansville 1992 — 1996
Bachelor's degree, Psychology
Marilyn McCallum Mayfield's Edward Jones Experience
Job marketing at Wells Fargo Advisors
Industry Financial Services
Experience
Edward Jones
Skills
Strategic Financial...
Education
University of Florida 1975 — 1980
Bachelor’s Degree, business administration (marketing major)
Edward Jones
Skills
Strategic Financial...
Education
University of Florida 1975 — 1980
Bachelor’s Degree, business administration (marketing major)
David Spradley's Edward Jones Experience February 1994 - October 2010
Job Owner, Cooksey Creek Ranch
Industry Ranching
Experience
Cooksey Creek Ranch October 1998 - Present
Edward Jones February 1994 - October 2010
R J Reynolds Tobacco September 1971 - October 1994
Skills
Strategic Financial..., 401k Rollovers, Roth IRA, Financial Analysis, Business Planning, Sales, Sales Management, Wealth Accumulation, Small Business, Retirement Planning, Project Planning, Financial Planning, Team Building, Negotiation
Education
University of Houston 1969 — 1971
Bachelor of Business Administration (BBA), Behavioral and Quantitative Science
South Houston High School 1964 — 1967
Cooksey Creek Ranch October 1998 - Present
Edward Jones February 1994 - October 2010
R J Reynolds Tobacco September 1971 - October 1994
Skills
Strategic Financial..., 401k Rollovers, Roth IRA, Financial Analysis, Business Planning, Sales, Sales Management, Wealth Accumulation, Small Business, Retirement Planning, Project Planning, Financial Planning, Team Building, Negotiation
Education
University of Houston 1969 — 1971
Bachelor of Business Administration (BBA), Behavioral and Quantitative Science
South Houston High School 1964 — 1967
Jack Kaye's Edward Jones Experience February 1994 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones February 1994 - Present
Education
University of Florida
Bachelor of Civil Engineering
University of Redlands
Master of Arts, Management
Edward Jones February 1994 - Present
Education
University of Florida
Bachelor of Civil Engineering
University of Redlands
Master of Arts, Management
Kara Davis Masthay's Edward Jones Experience September 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
MetLife November 2011 - August 2013
The Hartford September 2001 - November 2011
Skills
Series 6, Insurance, Life Insurance, Customer Service, Relationship Management, SharePoint, Underwriting, Call Centers, Fixed Annuities, Coaching, PowerPoint, Customer Retention, Health Insurance, 401k, Employee Benefits
Education
University of Hartford 1994 — 1997
Music Education
Edward Jones September 2013 - Present
MetLife November 2011 - August 2013
The Hartford September 2001 - November 2011
Skills
Series 6, Insurance, Life Insurance, Customer Service, Relationship Management, SharePoint, Underwriting, Call Centers, Fixed Annuities, Coaching, PowerPoint, Customer Retention, Health Insurance, 401k, Employee Benefits
Education
University of Hartford 1994 — 1997
Music Education
Debra Watkins's Edward Jones Experience January 1998 - March 2004
Job Retail Professional
Industry Retail
Experience
Starbucks January 2007 - April 2007
Starbucks 2007 - 2007
Edward Jones January 1998 - March 2004
Liberty Mutual Insurance Company January 1978 - January 1980
Mark Twain Bank January 1977 - January 1978
Skills
Analysis
Education
University of Illinois
Bachelor of Science, Retailing
Starbucks January 2007 - April 2007
Starbucks 2007 - 2007
Edward Jones January 1998 - March 2004
Liberty Mutual Insurance Company January 1978 - January 1980
Mark Twain Bank January 1977 - January 1978
Skills
Analysis
Education
University of Illinois
Bachelor of Science, Retailing
Sean Crane's Edward Jones Experience June 2013 - August 2013
Job The Hershey Company
Industry Retail
Experience
The Hershey Company January 2015 - Present
Edward Jones June 2013 - August 2013
Bayer CropScience/Bayer Advanced January 2013 - June 2013
Education
University of Florida 2012 — 2014
Bachelor's Degree, Finance
The Hershey Company January 2015 - Present
Edward Jones June 2013 - August 2013
Bayer CropScience/Bayer Advanced January 2013 - June 2013
Education
University of Florida 2012 — 2014
Bachelor's Degree, Finance
Becky Horan's Edward Jones Experience February 2009 - Present
Job Retired at Northmont City Schools
Industry E-Learning
Experience
Edward Jones February 2009 - Present
Northmont City Schools June 2008 - Present
Skills
Education, Curriculum Development, Staff Development, Organization, Event Planning, Teaching, Educational Leadership, Spanish, Tutoring, Curriculum Design, Training, Classroom, Instructional Technology, Public Speaking
Education
University of Dayton 1976 — 1978
Master of Science (MS), Secondary Education and Teaching, High School
University of Detroit Mercy 1967 — 1971
Bachelor's degree, Spanish and English
Edward Jones February 2009 - Present
Northmont City Schools June 2008 - Present
Skills
Education, Curriculum Development, Staff Development, Organization, Event Planning, Teaching, Educational Leadership, Spanish, Tutoring, Curriculum Design, Training, Classroom, Instructional Technology, Public Speaking
Education
University of Dayton 1976 — 1978
Master of Science (MS), Secondary Education and Teaching, High School
University of Detroit Mercy 1967 — 1971
Bachelor's degree, Spanish and English
Lori Ayres's Edward Jones Experience May 1990 - January 2006
Job Receptionist at Valley Medical Center, PLLC
Industry Hospital & Health Care
Experience
Valley Medical Center, PLLC August 2010 - Present
Edward Jones May 1990 - January 2006
Education
Lewis Clark State College
University of Idaho
B.S., Sociology
Valley Medical Center, PLLC August 2010 - Present
Edward Jones May 1990 - January 2006
Education
Lewis Clark State College
University of Idaho
B.S., Sociology
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation