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)
Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Salaries. You can even request information on how much does Edward Jones pay if you want to. Learn about salaries, pros and cons of working for Edward Jones directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Employees
Employee
Years
Job
Industry
Diane Lambrechts Diane Lambrechts's Edward Jones Experience June 2007 - October 2007
Job Field Staffing Leader at KFC Yum! Brands OK, TX, FL
Industry Staffing and Recruiting
Experience
Yum! Brands November 2014 - Present
Ebit Information Systems April 2011 - November 2014
Spencerian College September 2010 - March 2011
Holiday Inn Lakeview- Louisville North January 2010 - September 2010
James Hotel Group August 2002 - September 2010
Edward Jones June 2007 - October 2007
Skills
Sales, Online Marketing, Recruitment/Retention, Customer Relations, Temporary Staffing, Staff Retention, Strategic Sourcing, Interview Prep, Recruiting, New Business Development, Customer Service, Coaching, Technical Recruiting, Event Planning, Social Networking, Social Media Marketing, Behavioral Interviewing, Competency Based..., Online Advertising, Interviews, Strategic Planning, Training, Business Intelligence, Management, Benefits Negotiation, Marketing, Contract Recruitment, Screening, Program Management, Applicant Tracking..., Cold Calling, Staffing Services, Internet Recruiting, Sourcing, Talent Acquisition, Temporary Placement, Screening Resumes, Human Resources, Permanent Placement, Hiring, College Recruiting, Executive Search, Staff Augmentation, Onboarding, Leadership, Talent Management, Business Analysis, Employee Training, Networking, Performance Management
Education
University of Louisville 2002 — 2007
BS, Business Administration
Dale Carnegie 2011 — 2011
Certificate, Sales Advantage Training
Yum! Brands November 2014 - Present
Ebit Information Systems April 2011 - November 2014
Spencerian College September 2010 - March 2011
Holiday Inn Lakeview- Louisville North January 2010 - September 2010
James Hotel Group August 2002 - September 2010
Edward Jones June 2007 - October 2007
Skills
Sales, Online Marketing, Recruitment/Retention, Customer Relations, Temporary Staffing, Staff Retention, Strategic Sourcing, Interview Prep, Recruiting, New Business Development, Customer Service, Coaching, Technical Recruiting, Event Planning, Social Networking, Social Media Marketing, Behavioral Interviewing, Competency Based..., Online Advertising, Interviews, Strategic Planning, Training, Business Intelligence, Management, Benefits Negotiation, Marketing, Contract Recruitment, Screening, Program Management, Applicant Tracking..., Cold Calling, Staffing Services, Internet Recruiting, Sourcing, Talent Acquisition, Temporary Placement, Screening Resumes, Human Resources, Permanent Placement, Hiring, College Recruiting, Executive Search, Staff Augmentation, Onboarding, Leadership, Talent Management, Business Analysis, Employee Training, Networking, Performance Management
Education
University of Louisville 2002 — 2007
BS, Business Administration
Dale Carnegie 2011 — 2011
Certificate, Sales Advantage Training
Joseph Heintzman's Edward Jones Experience May 2012 - Present
Job Edward Jones, Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2012 - Present
New Covenant Trust Co March 2010 - November 2011
New Covenant Trust Co., NA December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Hilliard Lyons January 1995 - January 2004
Hilliard Lyons January 1982 - January 1995
Skills
Policy, Regulatory Reporting, Tax, SEC reporting, Accounting Policy, SEC filings, Financial Planning, Asset Allocation
Education
University of Louisville
BSC, Accounting
Edward Jones May 2012 - Present
New Covenant Trust Co March 2010 - November 2011
New Covenant Trust Co., NA December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Hilliard Lyons January 1995 - January 2004
Hilliard Lyons January 1982 - January 1995
Skills
Policy, Regulatory Reporting, Tax, SEC reporting, Accounting Policy, SEC filings, Financial Planning, Asset Allocation
Education
University of Louisville
BSC, Accounting
Adam Breedlove Adam Breedlove's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Earthview Environmental LLC June 2012 - August 2012
Skills
Series 7, Retirement Planning, Retirement, Geochronology, Asset Allocation
Education
University of Iowa 2009 — 2013
Bachelor of Science (B.S.), Geological and Earth Sciences/Geosciences
Edward Jones March 2014 - Present
Earthview Environmental LLC June 2012 - August 2012
Skills
Series 7, Retirement Planning, Retirement, Geochronology, Asset Allocation
Education
University of Iowa 2009 — 2013
Bachelor of Science (B.S.), Geological and Earth Sciences/Geosciences
Joe Thorngren Joe Thorngren's Edward Jones Experience June 2013 - August 2013
Job Software Developer at Asynchrony
Industry Computer Software
Experience
Asynchrony May 2014 - Present
Edward Jones June 2013 - August 2013
College Possible August 2011 - June 2012
Skills
Programming, Java, PHP, HTML 5, Agile Methodologies, Software Engineering, Public Speaking, Editing, CSS, Web Design, HTML, Community Outreach
Education
Washington University in St. Louis 2012 — 2015
Master of Engineering (MEng), Computer Science, 4.0
University of Iowa 2006 — 2011
Bachelor of Science (BS), Political Science and Government
University of Iowa 2006 — 2011
Bachelor of Arts (BA), Sociology
Asynchrony May 2014 - Present
Edward Jones June 2013 - August 2013
College Possible August 2011 - June 2012
Skills
Programming, Java, PHP, HTML 5, Agile Methodologies, Software Engineering, Public Speaking, Editing, CSS, Web Design, HTML, Community Outreach
Education
Washington University in St. Louis 2012 — 2015
Master of Engineering (MEng), Computer Science, 4.0
University of Iowa 2006 — 2011
Bachelor of Science (BS), Political Science and Government
University of Iowa 2006 — 2011
Bachelor of Arts (BA), Sociology
Lance Cleaver's Edward Jones Experience April 1995 - May 1996
Job CEO Cleaver Consulting
Industry Management Consulting
Experience
Great Plains Capital Partners September 2014 - Present
Self-employed March 2011 - Present
Frontier Wealth Management June 2011 - December 2013
ABMI Mergers & Acquisitions September 2009 - March 2011
Sprint August 2001 - October 2008
Stinson Leonard Street LLP September 1999 - August 2001
Edward Jones April 1995 - May 1996
Arthur Andersen & Co. June 1992 - April 1995
Skills
Legal, Strategic Consulting, Investment Management, Sales Management, Sales, Management Consulting, Software, Legal Advice, Telecommunications, SaaS, Business Development, Business Process..., Strategic Alliances, Business Alliance..., Investment Banking, Alternative Investments, Mergers, Due Diligence, Corporate Law, Capital Raising, Marketing, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Management, Strategic Planning, Start-ups, Strategy
Education
University of Kansas School of Law 1996 — 1999
Juris Doctorate, Law
University of St. Thomas 1988 — 1992
Bachelor of Arts (BA), Accounting and Finance
Ministry Apprenticeship Program (MAP)
Seminary Level Coursework & Apprenticeship
Great Plains Capital Partners September 2014 - Present
Self-employed March 2011 - Present
Frontier Wealth Management June 2011 - December 2013
ABMI Mergers & Acquisitions September 2009 - March 2011
Sprint August 2001 - October 2008
Stinson Leonard Street LLP September 1999 - August 2001
Edward Jones April 1995 - May 1996
Arthur Andersen & Co. June 1992 - April 1995
Skills
Legal, Strategic Consulting, Investment Management, Sales Management, Sales, Management Consulting, Software, Legal Advice, Telecommunications, SaaS, Business Development, Business Process..., Strategic Alliances, Business Alliance..., Investment Banking, Alternative Investments, Mergers, Due Diligence, Corporate Law, Capital Raising, Marketing, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Management, Strategic Planning, Start-ups, Strategy
Education
University of Kansas School of Law 1996 — 1999
Juris Doctorate, Law
University of St. Thomas 1988 — 1992
Bachelor of Arts (BA), Accounting and Finance
Ministry Apprenticeship Program (MAP)
Seminary Level Coursework & Apprenticeship
Erin Vander Velden's Edward Jones Experience January 2011 - Present
Job Office Administrator
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Globe University July 2009 - January 2011
Brown Shoe Company May 2008 - September 2008
Skills
Customer Service, Microsoft Office, Public Speaking, Event Planning, Time Management, Sales, Leadership Development, Higher Education, Leadership, Marketing
Education
University of Iowa 2002 — 2006
B.A, Political Science
Edward Jones January 2011 - Present
Globe University July 2009 - January 2011
Brown Shoe Company May 2008 - September 2008
Skills
Customer Service, Microsoft Office, Public Speaking, Event Planning, Time Management, Sales, Leadership Development, Higher Education, Leadership, Marketing
Education
University of Iowa 2002 — 2006
B.A, Political Science
Mike Locher Mike Locher's Edward Jones Experience January 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2004 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63, Portfolio Management, IRAs, Securities, 401k Rollovers, 401k, Financial Services, Life Insurance, Insurance, Asset Management, Equities
Education
University of Iowa 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones January 2004 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63, Portfolio Management, IRAs, Securities, 401k Rollovers, 401k, Financial Services, Life Insurance, Insurance, Asset Management, Equities
Education
University of Iowa 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Lacy Foreman Labbe's Edward Jones Experience June 2006 - March 2012
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2012 - Present
Edward Jones June 2006 - March 2012
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelor's degree, Business Administration and Management, General
UBS Wealth Management March 2012 - Present
Edward Jones June 2006 - March 2012
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Lang P. Nguyen, CPA's Edward Jones Experience 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2015 - Present
Heartland Human Care Services, Inc. 2014 - 2015
Walgreens Co. 2011 - 2014
United Airlines, Inc. 2000 - 2011
Arthur Andersen LLP 1989 - 2000
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy with Honors
Edward Jones 2015 - Present
Heartland Human Care Services, Inc. 2014 - 2015
Walgreens Co. 2011 - 2014
United Airlines, Inc. 2000 - 2011
Arthur Andersen LLP 1989 - 2000
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy with Honors
Aizeh Butt Aizeh Butt's Edward Jones Experience January 2014 - Present
Job BOA, Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management
Education
University of Manitoba 2010 — 2015
Edward Jones January 2014 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management
Education
University of Manitoba 2010 — 2015
Vince Taormina's Edward Jones Experience June 2013 - August 2013
Job Student at University of Kentucky College of Law
Industry
Experience
Edward Jones June 2013 - August 2013
United States Senate June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Leadership, Microsoft Word, PowerPoint, Social Media
Education
College of the Holy Cross 2011 — 2015
Bachelor of Science (BS), Political Science and Government
Chaminade College Preparatory School 2004 — 2011
High School
University of Kentucky College of Law
Juris Doctor (J.D.)
Edward Jones June 2013 - August 2013
United States Senate June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Leadership, Microsoft Word, PowerPoint, Social Media
Education
College of the Holy Cross 2011 — 2015
Bachelor of Science (BS), Political Science and Government
Chaminade College Preparatory School 2004 — 2011
High School
University of Kentucky College of Law
Juris Doctor (J.D.)
Don Hatch Don Hatch's Edward Jones Experience September 2002 - February 2003
Job Retail Professional
Industry Retail
Experience
Appliance Factory Outlet December 2005 - September 2006
CompUSA February 2003 - November 2005
Edward Jones September 2002 - February 2003
Sears, Roebuck and Co. June 1969 - August 2002
Skills
Retail Management, Hiring, Inventory Control, Customer Service, Merchandising, Inventory Management, Excel, Word, Customer Relations, Team Building, Budgeting, Microsoft Office, Coaching, Profit, P&L, Retail, Labor Relations, Visual Merchandising, Training, Big Box, Store Management, Store Operations, Customer Satisfaction, Sales, Budgets, Management, Income Statement, Time Management, Performance Management, Loss Prevention, Retail Sales, Shrinkage
Education
University of Iowa 1965 — 1969
BBA, Marketing
Appliance Factory Outlet December 2005 - September 2006
CompUSA February 2003 - November 2005
Edward Jones September 2002 - February 2003
Sears, Roebuck and Co. June 1969 - August 2002
Skills
Retail Management, Hiring, Inventory Control, Customer Service, Merchandising, Inventory Management, Excel, Word, Customer Relations, Team Building, Budgeting, Microsoft Office, Coaching, Profit, P&L, Retail, Labor Relations, Visual Merchandising, Training, Big Box, Store Management, Store Operations, Customer Satisfaction, Sales, Budgets, Management, Income Statement, Time Management, Performance Management, Loss Prevention, Retail Sales, Shrinkage
Education
University of Iowa 1965 — 1969
BBA, Marketing
Justin Brimmer, CFP® Justin Brimmer, CFP®'s Edward Jones Experience October 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2003 - Present
Standard & Poor's May 2002 - October 2003
Skills
Retirement, Retirement Planning, Estate Considerations, 401ks, Roth IRA, Traditional IRA, Annuities, SEP IRA, SIMPLE IRA, 529 Plans, Bonds, Commons Stocks, Portfolio and..., Trust Services
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Edward Jones October 2003 - Present
Standard & Poor's May 2002 - October 2003
Skills
Retirement, Retirement Planning, Estate Considerations, 401ks, Roth IRA, Traditional IRA, Annuities, SEP IRA, SIMPLE IRA, 529 Plans, Bonds, Commons Stocks, Portfolio and..., Trust Services
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jimi Burress's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Jefferson National April 2012 - February 2014
PNC October 2007 - April 2012
Chase 2005 - 2007
American General 2004 - 2005
Skills
Series 63, Series 6, Series 7
Education
University of Louisville 1999 — 2004
BS
Edward Jones March 2014 - Present
Jefferson National April 2012 - February 2014
PNC October 2007 - April 2012
Chase 2005 - 2007
American General 2004 - 2005
Skills
Series 63, Series 6, Series 7
Education
University of Louisville 1999 — 2004
BS
Katie Enox's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Cox Communications March 2007 - December 2012
Skills
Microsoft Office, Outstanding Customer..., Telecommunications, Call Center, Team Leadership, Multitasking Skills, Fast Learner, Fast-paced, Dedication to..., Highly Dedicated, Technical Support, VoIP, Telephony, Customer Experience, Call Centers, Troubleshooting, Customer Service, Team Building, Coaching, Employee Training, Sales, Customer Retention, Customer Satisfaction, Vendor Management
Education
University of Louisiana at Lafayette 2004 — 2006
Secondary Education - Biology
Ovey Comeaux High School 2000 — 2004
High School Diploma
Edward Jones July 2014 - Present
Cox Communications March 2007 - December 2012
Skills
Microsoft Office, Outstanding Customer..., Telecommunications, Call Center, Team Leadership, Multitasking Skills, Fast Learner, Fast-paced, Dedication to..., Highly Dedicated, Technical Support, VoIP, Telephony, Customer Experience, Call Centers, Troubleshooting, Customer Service, Team Building, Coaching, Employee Training, Sales, Customer Retention, Customer Satisfaction, Vendor Management
Education
University of Louisiana at Lafayette 2004 — 2006
Secondary Education - Biology
Ovey Comeaux High School 2000 — 2004
High School Diploma
Conrad Newman's Edward Jones Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Kentucky Governor's Scholars Program June 2014 - July 2014
Jefferson County Public Schools January 2013 - June 2014
Blue Apple Players September 2012 - August 2013
Kentucky Governor's Scholars Program June 2013 - July 2013
Kentucky Governor's Scholars Program June 2012 - July 2012
University of Louisville August 2010 - May 2012
Totally Kids Management February 2008 - May 2009
IP Communications February 2008 - May 2009
Skills
Theatre, Acting, Teaching, Research, Nonprofits, Public Speaking, Editing
Education
University of Louisville 2009 — 2012
Master of Fine Arts (MFA), Performance
University of Kentucky 2003 — 2007
Bachelor of Arts (BA), Theatre/Theater
Muhlenberg South High School 1999 — 2003
Commonwealth Diploma - Salutatorian
Edward Jones August 2014 - Present
Kentucky Governor's Scholars Program June 2014 - July 2014
Jefferson County Public Schools January 2013 - June 2014
Blue Apple Players September 2012 - August 2013
Kentucky Governor's Scholars Program June 2013 - July 2013
Kentucky Governor's Scholars Program June 2012 - July 2012
University of Louisville August 2010 - May 2012
Totally Kids Management February 2008 - May 2009
IP Communications February 2008 - May 2009
Skills
Theatre, Acting, Teaching, Research, Nonprofits, Public Speaking, Editing
Education
University of Louisville 2009 — 2012
Master of Fine Arts (MFA), Performance
University of Kentucky 2003 — 2007
Bachelor of Arts (BA), Theatre/Theater
Muhlenberg South High School 1999 — 2003
Commonwealth Diploma - Salutatorian
Paul Lutz Paul Lutz's Edward Jones Experience July 1996 - October 2001
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors August 2012 - Present
HSMC Wealth Management November 2001 - August 2012
Edward Jones July 1996 - October 2001
Bureau of National Affairs March 1992 - July 1996
CCH Computax July 1982 - October 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Client service, Wealth Management, Portfolio Management, Estate Planning, Asset Allocation, Wealth, Client Services, Small Business, Financial Services
Education
University of Iowa 1975 — 1979
BBA, Accounting
Muscatine High School
Mariner Wealth Advisors August 2012 - Present
HSMC Wealth Management November 2001 - August 2012
Edward Jones July 1996 - October 2001
Bureau of National Affairs March 1992 - July 1996
CCH Computax July 1982 - October 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Client service, Wealth Management, Portfolio Management, Estate Planning, Asset Allocation, Wealth, Client Services, Small Business, Financial Services
Education
University of Iowa 1975 — 1979
BBA, Accounting
Muscatine High School
Shannon Gross's Edward Jones Experience July 2008 - February 2011
Job Retail Professional
Industry Retail
Experience
Sales Machine Marketing Group 2012 - Present
Self-employed 2009 - Present
Edward Jones July 2008 - February 2011
Skills
Customer Service, Retail, Coaching, Visual Merchandising, Social Networking, Sales, Merchandising
Education
University of Louisville 1986 — 1987
General Studies
Trimble County High School 1982 — 1986
Diploma, College Prep
Sales Machine Marketing Group 2012 - Present
Self-employed 2009 - Present
Edward Jones July 2008 - February 2011
Skills
Customer Service, Retail, Coaching, Visual Merchandising, Social Networking, Sales, Merchandising
Education
University of Louisville 1986 — 1987
General Studies
Trimble County High School 1982 — 1986
Diploma, College Prep
Brittany Holst Brittany Holst's Edward Jones Experience July 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Doyle & Keenan, P.C. July 2013 - July 2015
Ashford University April 2011 - July 2013
Ashford University October 2010 - July 2013
Anderson, Lower, Whitlow, P.C January 2009 - January 2011
U.S. Bank May 2008 - January 2009
U.S. Bank November 2007 - May 2008
Skills
Written & Verbal..., Organization, Highly detail oriented, Multi Tasking, Team-oriented, High Level Of Accuracy, Positive Personality, Learning Quickly, Customer Service, Handle Confidential..., Administrative Work, Editing, Microsoft Office, Microsoft Word, Teaching Writing, Mentoring, Higher Education, English, Time Management, Distance Learning, Teaching, E-Learning, Adult Education, Curriculum Design, Staff Development, Proofreading, eCollege, Public Speaking, Instructional Design, Leadership Development, Tutoring, Educational Leadership, Training, Newsletters, Educational Technology, College Teaching, Instructional Technology, Classroom, Literature, Captivate, Curriculum Development, Language Teaching, Learning Management, Learning Management..., Teacher Training, Faculty Development
Education
University of Iowa 2005 — 2008
Bachelors Degree, English
Edward Jones July 2015 - Present
Doyle & Keenan, P.C. July 2013 - July 2015
Ashford University April 2011 - July 2013
Ashford University October 2010 - July 2013
Anderson, Lower, Whitlow, P.C January 2009 - January 2011
U.S. Bank May 2008 - January 2009
U.S. Bank November 2007 - May 2008
Skills
Written & Verbal..., Organization, Highly detail oriented, Multi Tasking, Team-oriented, High Level Of Accuracy, Positive Personality, Learning Quickly, Customer Service, Handle Confidential..., Administrative Work, Editing, Microsoft Office, Microsoft Word, Teaching Writing, Mentoring, Higher Education, English, Time Management, Distance Learning, Teaching, E-Learning, Adult Education, Curriculum Design, Staff Development, Proofreading, eCollege, Public Speaking, Instructional Design, Leadership Development, Tutoring, Educational Leadership, Training, Newsletters, Educational Technology, College Teaching, Instructional Technology, Classroom, Literature, Captivate, Curriculum Development, Language Teaching, Learning Management, Learning Management..., Teacher Training, Faculty Development
Education
University of Iowa 2005 — 2008
Bachelors Degree, English
Everett Dearman Everett Dearman's Edward Jones Experience October 2002 - November 2004
Job Wells Fargo
Industry Financial Services
Experience
FS Advisors, Inc October 2013 - October 2014
Sigma Alpha Epsilon New York City Alumni Association January 2012 - August 2013
NativeOne Institutional Trading July 2011 - August 2013
JPMorgan Chase November 2008 - July 2011
Merrill Lynch June 2005 - November 2008
Edward Jones October 2002 - November 2004
Skills
Investments, Series 7, FINRA, Securities, Series 63, Uniform Combined State..., Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Trading, Electronic Trading, Series 65, Equities, Management, Portfolio Management, Finance, Leadership, Strategic Planning
Education
University of Maine 1997 — 2002
FS Advisors, Inc October 2013 - October 2014
Sigma Alpha Epsilon New York City Alumni Association January 2012 - August 2013
NativeOne Institutional Trading July 2011 - August 2013
JPMorgan Chase November 2008 - July 2011
Merrill Lynch June 2005 - November 2008
Edward Jones October 2002 - November 2004
Skills
Investments, Series 7, FINRA, Securities, Series 63, Uniform Combined State..., Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Trading, Electronic Trading, Series 65, Equities, Management, Portfolio Management, Finance, Leadership, Strategic Planning
Education
University of Maine 1997 — 2002
Deborah Butrim, AAMS® Deborah Butrim, AAMS®'s Edward Jones Experience October 2012 - May 2014
Job Living Life to the Fullest at US Army Retired
Industry Financial Services
Experience
US Army Retired June 2014 - Present
Edward Jones October 2012 - May 2014
United States Army May 1992 - October 2012
71st EOD GRP 2008 - 2010
Joint Analysis Center - RAF Molesworth 2006 - 2008
Skills
Public Speaking, Leadership, Military, Budgets, Military Operations, Management, Team Building, Strategic Planning, Finance, Military Experience, Logistics, Team Leadership, Customer Service, Policy, Operational Planning, Government, Army, Process Improvement, Leadership Development, Training, DoD, Program Management, Security Clearance, Operations Management, Analysis, Project Planning, Navy, Human Resources, Defense, Command, Tactics, Proposal Writing, Top Secret, Six Sigma, Force Protection, Government Contracting, Intelligence, Weapons, Counterterrorism, Employee Training, Logistics Management, Access, Intelligence Analysis, Organizational..., National Security, Project Management, Information Assurance, Supervisory Skills, Security, Military Training
Education
Walden University 2011 — 2014
DBA, Finance, 3.89
University of Management and Technology 2010 — 2010
Executive Certificate, Project Management
University of Management and Technology 2006 — 2009
MSM, Acquisition Management
University of Maryland University College 2002 — 2006
BS, Criminal Justice
US Army Retired June 2014 - Present
Edward Jones October 2012 - May 2014
United States Army May 1992 - October 2012
71st EOD GRP 2008 - 2010
Joint Analysis Center - RAF Molesworth 2006 - 2008
Skills
Public Speaking, Leadership, Military, Budgets, Military Operations, Management, Team Building, Strategic Planning, Finance, Military Experience, Logistics, Team Leadership, Customer Service, Policy, Operational Planning, Government, Army, Process Improvement, Leadership Development, Training, DoD, Program Management, Security Clearance, Operations Management, Analysis, Project Planning, Navy, Human Resources, Defense, Command, Tactics, Proposal Writing, Top Secret, Six Sigma, Force Protection, Government Contracting, Intelligence, Weapons, Counterterrorism, Employee Training, Logistics Management, Access, Intelligence Analysis, Organizational..., National Security, Project Management, Information Assurance, Supervisory Skills, Security, Military Training
Education
Walden University 2011 — 2014
DBA, Finance, 3.89
University of Management and Technology 2010 — 2010
Executive Certificate, Project Management
University of Management and Technology 2006 — 2009
MSM, Acquisition Management
University of Maryland University College 2002 — 2006
BS, Criminal Justice
Clay Begnaud's Edward Jones Experience October 2000 - September 2003
Job Regional Sales Manager at GenSouth
Industry Machinery
Experience
GenSouth May 2010 - Present
Genstar Power Services January 2009 - May 2010
Genstar Power Services May 2006 - January 2009
Walgreens November 2004 - May 2006
Edward Jones October 2000 - September 2003
Skills
Sales, Standby Generators, Sales Management, Problem Solving, Customer Service, Microsoft Excel, Retail Sales, Microsoft Word, Investment Advisory, Team Building, Inventory Management, Contract Negotiation, Power Generation, Direct Sales, Account Management, Operations Management, Sales Operations, Strategic Planning, Purchasing, Forecasting, Pricing, Sales Process, Key Account Management
Education
University of Louisiana at Lafayette 1995 — 1999
Bachelor of Science (B.S.), Biology, General
New Iberia Senior High School 1992 — 1995
High School
GenSouth May 2010 - Present
Genstar Power Services January 2009 - May 2010
Genstar Power Services May 2006 - January 2009
Walgreens November 2004 - May 2006
Edward Jones October 2000 - September 2003
Skills
Sales, Standby Generators, Sales Management, Problem Solving, Customer Service, Microsoft Excel, Retail Sales, Microsoft Word, Investment Advisory, Team Building, Inventory Management, Contract Negotiation, Power Generation, Direct Sales, Account Management, Operations Management, Sales Operations, Strategic Planning, Purchasing, Forecasting, Pricing, Sales Process, Key Account Management
Education
University of Louisiana at Lafayette 1995 — 1999
Bachelor of Science (B.S.), Biology, General
New Iberia Senior High School 1992 — 1995
High School
Tj Gilmor Tj Gilmor's Edward Jones Experience 1998 - 2000
Job Partner/ Broker Gilmor Insurance Brokers
Industry Insurance
Experience
Brown Shoe Company February 2007 - January 2012
adidas 2003 - 2006
The Alpine Shoe 2001 - 2002
Influence LLC 2000 - 2001
Edward Jones 1998 - 2000
Carlisle SynTec 1996 - 1998
Skills
Account Management, Key Account Development, Product Development, Product Management, Critical Thinking, Customer Relations, Growing Revenue, Line Management, Team Coordination, Cross-functional Team..., Competitive Analysis, Financial Analysis, Market Analysis, Forecasting, Business Growth, Account Growth, Profit & Loss Management, Profitability Analysis, Marketing Strategy, Product Marketing, Pricing, Management, P&L Management, Customer Service, Team Building, Income Statement, Business Development, Footwear, SAP
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, New Product Marketing and Development
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Entreprenuership, Marketing
Brown Shoe Company February 2007 - January 2012
adidas 2003 - 2006
The Alpine Shoe 2001 - 2002
Influence LLC 2000 - 2001
Edward Jones 1998 - 2000
Carlisle SynTec 1996 - 1998
Skills
Account Management, Key Account Development, Product Development, Product Management, Critical Thinking, Customer Relations, Growing Revenue, Line Management, Team Coordination, Cross-functional Team..., Competitive Analysis, Financial Analysis, Market Analysis, Forecasting, Business Growth, Account Growth, Profit & Loss Management, Profitability Analysis, Marketing Strategy, Product Marketing, Pricing, Management, P&L Management, Customer Service, Team Building, Income Statement, Business Development, Footwear, SAP
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, New Product Marketing and Development
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Entreprenuership, Marketing
Gary Cerqua's Edward Jones Experience May 2011 - 2012
Job Director of Information Technology at Western Wayne Schools
Industry Marketing and Advertising
Experience
Western Wayne Schools 2014 - Present
Stallone Consulting March 2013 - Present
The Eldridge Group April 2012 - April 2013
Edward Jones May 2011 - 2012
University of Indianapolis 2007 - 2011
Skills
Business Education..., Series 7, Series 66, Teaching License, Information Systems
Education
University of Indianapolis 2007 — 2011
Bachelor's of Science, Business Education, 4.0
Western Wayne Schools 2014 - Present
Stallone Consulting March 2013 - Present
The Eldridge Group April 2012 - April 2013
Edward Jones May 2011 - 2012
University of Indianapolis 2007 - 2011
Skills
Business Education..., Series 7, Series 66, Teaching License, Information Systems
Education
University of Indianapolis 2007 — 2011
Bachelor's of Science, Business Education, 4.0
Brian M. Spencer, SPHR, SHRM-SCP Brian M. Spencer, SPHR, SHRM-SCP's Edward Jones Experience April 2006 - September 2009
Job Human Resources Manager at Simplex Inc.
Industry Human Resources
Experience
Simplex Inc. March 2013 - Present
University of Illinois at Springfield January 2011 - May 2013
Shew's Woodworking and Homes May 2011 - April 2013
TDI inc. April 2010 - December 2010
Edward Jones April 2006 - September 2009
Schwan's Consumer Brands August 1998 - April 2006
Skills
Coaching, Budgets, Customer Service, Recruiting, Interviews, Microsoft Excel, Hiring, Microsoft Office, Mentoring, Financial Planning, Budgeting, OSHA 10, Customer Relations, Inventory Management, Youth Mentoring, Youth Work, Human Resources, Time Management, Training, Leadership, Management, Personnel Management, Onboarding
Education
University of Illinois Springfield 2011 — 2013
Management, Business
Western Illinois University 1994 — 1995
Simplex Inc. March 2013 - Present
University of Illinois at Springfield January 2011 - May 2013
Shew's Woodworking and Homes May 2011 - April 2013
TDI inc. April 2010 - December 2010
Edward Jones April 2006 - September 2009
Schwan's Consumer Brands August 1998 - April 2006
Skills
Coaching, Budgets, Customer Service, Recruiting, Interviews, Microsoft Excel, Hiring, Microsoft Office, Mentoring, Financial Planning, Budgeting, OSHA 10, Customer Relations, Inventory Management, Youth Mentoring, Youth Work, Human Resources, Time Management, Training, Leadership, Management, Personnel Management, Onboarding
Education
University of Illinois Springfield 2011 — 2013
Management, Business
Western Illinois University 1994 — 1995
Brian Buckley Brian Buckley's Edward Jones Experience November 2012 - Present
Job General Partner Trading at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Edward Jones January 2010 - November 2012
Edward Jones June 2003 - January 2010
Edward Jones June 1998 - June 2003
Skills
Series 7, Investments, Bonds, Securities, Fixed Income, Equities, Trading, Series 63, Series 24, Capital Markets, Equity Trading, Financial Markets
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
EMBA, Business
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
Edward Jones November 2012 - Present
Edward Jones January 2010 - November 2012
Edward Jones June 2003 - January 2010
Edward Jones June 1998 - June 2003
Skills
Series 7, Investments, Bonds, Securities, Fixed Income, Equities, Trading, Series 63, Series 24, Capital Markets, Equity Trading, Financial Markets
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
EMBA, Business
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
Kenneth Craft's Edward Jones Experience June 2014 - August 2015
Job Sales Representative at SYNNEX
Industry Computer Hardware
Experience
SYNNEX August 2015 - Present
Edward Jones June 2014 - August 2015
Coca-Cola Bottling Co. Consolidated August 2013 - January 2014
Vector Marketing May 2012 - January 2013
Skills
Communication, Diligent, Dedication to..., Presentations, Work Ethic, Competition, Organizational Structure, Sales, Lead Generation, Integrity, Public Speaking, Customer Service
Education
University of Kentucky 2010 — 2014
Bachelor of Arts (B.A.), Integrated Strategic Communications
SYNNEX August 2015 - Present
Edward Jones June 2014 - August 2015
Coca-Cola Bottling Co. Consolidated August 2013 - January 2014
Vector Marketing May 2012 - January 2013
Skills
Communication, Diligent, Dedication to..., Presentations, Work Ethic, Competition, Organizational Structure, Sales, Lead Generation, Integrity, Public Speaking, Customer Service
Education
University of Kentucky 2010 — 2014
Bachelor of Arts (B.A.), Integrated Strategic Communications
Brad Clapp's Edward Jones Experience January 2007 - May 2008
Job Presidential Caucus Director
Industry Political Organization
Experience
Republican Party of Kentucky September 2015 - Present
Hilliard Lyons December 2010 - August 2015
Republican Party of Kentucky September 2008 - November 2008
Edward Jones January 2007 - May 2008
United States Senate 2005 - 2005
Skills
Strategic Financial..., Asset Allocation, Finance, Leadership, Portfolio Management, Public Relations
Education
University of Kentucky 2002 — 2006
Bachelor's, Political Science
Republican Party of Kentucky September 2015 - Present
Hilliard Lyons December 2010 - August 2015
Republican Party of Kentucky September 2008 - November 2008
Edward Jones January 2007 - May 2008
United States Senate 2005 - 2005
Skills
Strategic Financial..., Asset Allocation, Finance, Leadership, Portfolio Management, Public Relations
Education
University of Kentucky 2002 — 2006
Bachelor's, Political Science
Nick Boudreau's Edward Jones Experience August 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2007 - Present
Park Ridge Community Fund May 2011 - Present
Guaranteed Rate, Inc May 2005 - August 2007
RBC Mortgage February 2003 - January 2005
Skills
Investments, Retirement Planning, Finance, Asset Allocation, Fundraising, Mutual Funds, 401k Rollovers, Long-term Care, 401k, Insurance, Portfolio Management, Long Term Care, Asset Management, Non-profits, Loans, Series 7, Retirement, Fixed Annuities, Wealth Management, Life Insurance
Education
University of Iowa 1997 — 2002
Communication, Media Studie
University of Iowa, Iowa City 1997 — 2002
Bachelor Degree, Communications and Media Studies
Graduate of Davenport Assumption High School 1993 — 1997
Edward Jones August 2007 - Present
Park Ridge Community Fund May 2011 - Present
Guaranteed Rate, Inc May 2005 - August 2007
RBC Mortgage February 2003 - January 2005
Skills
Investments, Retirement Planning, Finance, Asset Allocation, Fundraising, Mutual Funds, 401k Rollovers, Long-term Care, 401k, Insurance, Portfolio Management, Long Term Care, Asset Management, Non-profits, Loans, Series 7, Retirement, Fixed Annuities, Wealth Management, Life Insurance
Education
University of Iowa 1997 — 2002
Communication, Media Studie
University of Iowa, Iowa City 1997 — 2002
Bachelor Degree, Communications and Media Studies
Graduate of Davenport Assumption High School 1993 — 1997
Duane A. Sturm, CRPC®'s Edward Jones Experience September 1992 - October 1999
Job Branch Manager, Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services October 1999 - Present
Edward Jones September 1992 - October 1999
Wood & Huston Bank January 1991 - September 1992
Oakland State Bank January 1985 - December 1986
Skills
401(k) rollovers, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Stocks, Bonds, Asset Allocation, Asset Management
Education
University of Iowa
Bachelors, Business Administration
Raymond James Financial Services October 1999 - Present
Edward Jones September 1992 - October 1999
Wood & Huston Bank January 1991 - September 1992
Oakland State Bank January 1985 - December 1986
Skills
401(k) rollovers, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Stocks, Bonds, Asset Allocation, Asset Management
Education
University of Iowa
Bachelors, Business Administration
Bryan P. Bernard's Edward Jones Experience May 1990 - June 2001
Job VP/Financial Advisor Certified Divorce Financial Analyst (CDFA)
Industry Financial Services
Experience
Provident Strategies Group June 2001 - Present
Edward Jones May 1990 - June 2001
Skills
Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Life Insurance, Long-term Care, IRAs, Term Life Insurance, Strategic Planning
Education
University of Louisiana at Lafayette 1974 — 1982
Bachelors Degree, Behavioral Sciences
Provident Strategies Group June 2001 - Present
Edward Jones May 1990 - June 2001
Skills
Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Life Insurance, Long-term Care, IRAs, Term Life Insurance, Strategic Planning
Education
University of Louisiana at Lafayette 1974 — 1982
Bachelors Degree, Behavioral Sciences
Dave Olesen's Edward Jones Experience April 2000 - December 2004
Job Partner/Wealth Manager At Midwest Wealth Management
Industry Investment Management
Experience
Midwest Wealth Management January 2005 - Present
Edward Jones April 2000 - December 2004
Skills
Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Financial Advisory, Commodity Markets, Estate Planning, Small Business
Education
University of Iowa
Midwest Wealth Management January 2005 - Present
Edward Jones April 2000 - December 2004
Skills
Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Financial Advisory, Commodity Markets, Estate Planning, Small Business
Education
University of Iowa
Dustin Kostalek's Edward Jones Experience December 2009 - July 2012
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T March 2015 - Present
UBS November 2013 - February 2015
UBS August 2012 - November 2013
Edward Jones December 2009 - July 2012
Wyatt, Tarrant & Combs, LLP July 2008 - March 2009
Government office for London June 2007 - August 2007
Education
University of Louisville 2005 — 2009
Bachelor of Science, Business Economics
Hopkinsville High School 2001 — 2005
BB&T March 2015 - Present
UBS November 2013 - February 2015
UBS August 2012 - November 2013
Edward Jones December 2009 - July 2012
Wyatt, Tarrant & Combs, LLP July 2008 - March 2009
Government office for London June 2007 - August 2007
Education
University of Louisville 2005 — 2009
Bachelor of Science, Business Economics
Hopkinsville High School 2001 — 2005
Latha Narayanan Latha Narayanan's Edward Jones Experience November 1999 - November 2000
Job Owner, Kumon of Framingham
Industry Education Management
Experience
L & N Global LLC December 2010 - Present
Kumon of Framingham DBA July 2003 - December 2010
Retail Search of New England November 2000 - April 2002
Edward Jones November 1999 - November 2000
Education
University of Madras 1989 — 1994
L & N Global LLC December 2010 - Present
Kumon of Framingham DBA July 2003 - December 2010
Retail Search of New England November 2000 - April 2002
Edward Jones November 1999 - November 2000
Education
University of Madras 1989 — 1994
Jay Sohn Jay Sohn's Edward Jones Experience June 2007 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones June 2007 - Present
Children & Family Urban Ministries (CFUM) June 2009 - December 2010
Allied Insurance/Nationwide Insurance 1985 - June 2007
Education
University of Iowa - Henry B. Tippie College of Business 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Edward Jones June 2007 - Present
Children & Family Urban Ministries (CFUM) June 2009 - December 2010
Allied Insurance/Nationwide Insurance 1985 - June 2007
Education
University of Iowa - Henry B. Tippie College of Business 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Raghu Nandakumar Raghu Nandakumar's Edward Jones Experience March 2011 - Present
Job Technical Consultant at Experis IT
Industry Information Technology and Services
Experience
Edward Jones March 2011 - Present
Experis IT September 2008 - October 2013
Infosys Technologies Ltd September 2003 - September 2008
Skills
SDLC, Requirements Analysis, SOA, Software Project..., Java Enterprise Edition, Agile Methodologies, SQL, DB2, XML, Requirements Gathering, Business Analysis, Microsoft SQL Server, AJAX, AJAX Frameworks, JSP, jQuery, jQuery UI, jQuery Mobile, iBatis, Weblogic, Websphere, WebSphere Application..., Struts, Web Services, CXF, XFire, Agile & Waterfall..., JSON, Apache Tiles, Spring, Hibernate, Oracle PL/SQL..., Highcharts, JClass, JAX-RPC, iText, EJB 2.0/3.0, Castor, JAX-WS, JAXB, Maven2, WAMP, XAMP, MediaWiki, Erwin, JExcel, OCA, Oracle Administration
Education
University of Madras 1999 — 2003
Bachelor of Engineering (B.E.)
Edward Jones March 2011 - Present
Experis IT September 2008 - October 2013
Infosys Technologies Ltd September 2003 - September 2008
Skills
SDLC, Requirements Analysis, SOA, Software Project..., Java Enterprise Edition, Agile Methodologies, SQL, DB2, XML, Requirements Gathering, Business Analysis, Microsoft SQL Server, AJAX, AJAX Frameworks, JSP, jQuery, jQuery UI, jQuery Mobile, iBatis, Weblogic, Websphere, WebSphere Application..., Struts, Web Services, CXF, XFire, Agile & Waterfall..., JSON, Apache Tiles, Spring, Hibernate, Oracle PL/SQL..., Highcharts, JClass, JAX-RPC, iText, EJB 2.0/3.0, Castor, JAX-WS, JAXB, Maven2, WAMP, XAMP, MediaWiki, Erwin, JExcel, OCA, Oracle Administration
Education
University of Madras 1999 — 2003
Bachelor of Engineering (B.E.)
Adam Haluska's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Skills
Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Finance and Marketing
Edward Jones February 2014 - Present
Skills
Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Finance and Marketing
Jim Easley, CFP's Edward Jones Experience April 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 1999 - Present
Edward Jones January 2010 - October 2011
Honeywell Aerospace March 1990 - March 1999
Trimble Navigation November 1991 - March 1993
Skills
Retirement Planning, Wealth Management, Financial Planners, Series 7, Strategic Financial..., Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Investments, Investment Advisory, Mutual Funds, Estate Planning, Insurance, Investment Strategies, Life Insurance, Employee Benefits, 401k Rollovers, Securities, Investment Management, Personal Finance
Education
University of Kansas - Graduate School of Business 1995 — 1998
MBA, Business
University of Missouri-Columbia 1986 — 1990
BS, Electrical & Computer Engineer
Ohara 1982 — 1986
High School
Edward Jones April 1999 - Present
Edward Jones January 2010 - October 2011
Honeywell Aerospace March 1990 - March 1999
Trimble Navigation November 1991 - March 1993
Skills
Retirement Planning, Wealth Management, Financial Planners, Series 7, Strategic Financial..., Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Investments, Investment Advisory, Mutual Funds, Estate Planning, Insurance, Investment Strategies, Life Insurance, Employee Benefits, 401k Rollovers, Securities, Investment Management, Personal Finance
Education
University of Kansas - Graduate School of Business 1995 — 1998
MBA, Business
University of Missouri-Columbia 1986 — 1990
BS, Electrical & Computer Engineer
Ohara 1982 — 1986
High School
Lynn Solomon's Edward Jones Experience September 2001 - December 2002
Job Branches Counseling Center
Industry Mental Health Care
Experience
Southwestern Investments/Raymond James Financial October 2012 - November 2012
Raymond James & Associates March 2012 - September 2012
Edward Jones September 2001 - December 2002
J.C. Bradford & Co. / UBS December 1992 - August 2001
The Travel Institute July 1989 - August 1992
Skills
Public Speaking, Team Building, Life Insurance, Coaching, Leadership Development, Career Counseling, Marketing Communications, Marketing Strategy, Risk Management, Sales, Nonprofits, Finance, Marketing, Social Media, Leadership, Social Networking, Training
Education
University of Louisiana at Monroe 1979 — 1983
B.A., Psychology
Southwestern Investments/Raymond James Financial October 2012 - November 2012
Raymond James & Associates March 2012 - September 2012
Edward Jones September 2001 - December 2002
J.C. Bradford & Co. / UBS December 1992 - August 2001
The Travel Institute July 1989 - August 1992
Skills
Public Speaking, Team Building, Life Insurance, Coaching, Leadership Development, Career Counseling, Marketing Communications, Marketing Strategy, Risk Management, Sales, Nonprofits, Finance, Marketing, Social Media, Leadership, Social Networking, Training
Education
University of Louisiana at Monroe 1979 — 1983
B.A., Psychology
Heather Mutchie Heather Mutchie's Edward Jones Experience July 2011 - August 2015
Job Graduate Research Assistant at University of Maryland, Baltimore
Industry Research
Experience
University of Maryland, Baltimore September 2015 - Present
Edward Jones July 2011 - August 2015
University of Florida May 2014 - July 2015
Skills
Psychology, Public Speaking, Research, Spanish, Microsoft Office, Time Management, Teamwork, Dispute Resolution, Budgeting, Fundraising, Customer Service, Community Outreach, Microsoft Excel
Education
University of Maryland Baltimore 2015 — 2020
Gerontology; Epidemiology
University of West Florida 2011 — 2013
Bachelor of Arts (B.A.), Psychology, 3.93
St. Joseph Academy 2008 — 2011
University of Maryland, Baltimore September 2015 - Present
Edward Jones July 2011 - August 2015
University of Florida May 2014 - July 2015
Skills
Psychology, Public Speaking, Research, Spanish, Microsoft Office, Time Management, Teamwork, Dispute Resolution, Budgeting, Fundraising, Customer Service, Community Outreach, Microsoft Excel
Education
University of Maryland Baltimore 2015 — 2020
Gerontology; Epidemiology
University of West Florida 2011 — 2013
Bachelor of Arts (B.A.), Psychology, 3.93
St. Joseph Academy 2008 — 2011
Marcus Folmar's Edward Jones Experience January 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2009 - Present
Skills
Retirement Planning, Leadership, Strategic Planning, Insurance, Sales, Employee Benefits, Coaching
Education
University of Louisville 2004 — 2008
Edward Jones January 2009 - Present
Skills
Retirement Planning, Leadership, Strategic Planning, Insurance, Sales, Employee Benefits, Coaching
Education
University of Louisville 2004 — 2008
Brian Wills Brian Wills's Edward Jones Experience March 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Hy-Vee November 2013 - March 2014
HyVee October 2008 - October 2013
HyVee 2000 - 2008
Skills
Leadership, Marketing, Customer Service, Time Management, Training, Forecasting, Sales, Inventory Control, Management, Process Scheduler, Team Building, Profit
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance, General
Edward Jones March 2014 - Present
Hy-Vee November 2013 - March 2014
HyVee October 2008 - October 2013
HyVee 2000 - 2008
Skills
Leadership, Marketing, Customer Service, Time Management, Training, Forecasting, Sales, Inventory Control, Management, Process Scheduler, Team Building, Profit
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance, General
Clint Bull's Edward Jones Experience January 2001 - March 2007
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2007 - Present
Lisle Chamber of Commerce 2004 - 2010
Edward Jones January 2001 - March 2007
Datastore Systems, Inc. December 1988 - March 2001
Education
University of Kansas - Graduate School of Business 1971 — 1975
Bachelor of Science, Business Administration
LPL Financial April 2007 - Present
Lisle Chamber of Commerce 2004 - 2010
Edward Jones January 2001 - March 2007
Datastore Systems, Inc. December 1988 - March 2001
Education
University of Kansas - Graduate School of Business 1971 — 1975
Bachelor of Science, Business Administration
Christopher Hass (Chris)'s Edward Jones Experience June 1999 - May 2004
Job Founder & President of Hass Financial, LLC
Industry Financial Services
Experience
Hass Financial LLC May 2004 - Present
Midland National Life Insurance Company 2004 - 2013
Edward Jones June 1999 - May 2004
Northwestern Mutual May 1994 - June 1999
Skills
Investments, Wealth Management, Retirement, Insurance, Securities, Finance, Leadership, Financial Advisory, Management, Financial Services, FINRA, Series 6
Education
University of Louisville 1990 — 1995
Bachelor of Business Administration (BBA), Finance
St. Xavier High School Louisville Ky 1986 — 1990
Hass Financial LLC May 2004 - Present
Midland National Life Insurance Company 2004 - 2013
Edward Jones June 1999 - May 2004
Northwestern Mutual May 1994 - June 1999
Skills
Investments, Wealth Management, Retirement, Insurance, Securities, Finance, Leadership, Financial Advisory, Management, Financial Services, FINRA, Series 6
Education
University of Louisville 1990 — 1995
Bachelor of Business Administration (BBA), Finance
St. Xavier High School Louisville Ky 1986 — 1990
Greg Schutte's Edward Jones Experience 2001 - 2004
Job Owner/Financial Advisor at Sanders & Schutte Financial Partners
Industry Financial Services
Experience
Sanders & Schutte Financial Partners June 2010 - Present
Quantum Financial Consultants 2004 - July 2011
Edward Jones 2001 - 2004
Education
University of Louisville 1995 — 1999
University of Louisville 1995 — 1999
St Xavier High School Louisville KY 1991 — 1995
Sanders & Schutte Financial Partners June 2010 - Present
Quantum Financial Consultants 2004 - July 2011
Edward Jones 2001 - 2004
Education
University of Louisville 1995 — 1999
University of Louisville 1995 — 1999
St Xavier High School Louisville KY 1991 — 1995
Brian Moist CMA Brian Moist CMA's Edward Jones Experience March 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2004 - Present
Edward Jones March 2004 - Present
Business Development Bank of Canada 2001 - 2004
Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Investments, Strategic Financial..., Investment Strategies
Education
University of Manitoba 1974 — 1978
Commerce, Finance
Edward Jones March 2004 - Present
Edward Jones March 2004 - Present
Business Development Bank of Canada 2001 - 2004
Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Investments, Strategic Financial..., Investment Strategies
Education
University of Manitoba 1974 — 1978
Commerce, Finance
Tyler Shipe's Edward Jones Experience May 2010 - August 2010
Job Software Developer
Industry Computer Software
Experience
Top Gun Sales Performance September 2013 - Present
Dev Bootcamp June 2013 - August 2013
Fidelity Investments June 2011 - June 2013
Merrill Lynch September 2010 - December 2010
Edward Jones May 2010 - August 2010
Skills
Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Investment Strategies, Equities, Investment Advisory, Ruby on Rails, Ruby, Programming, Web Development, HTML, CSS, JavaScript, RSpec, git, jQuery, SQL, Test Driven Development, PostgreSQL, Databases
Education
University of Kentucky 2007 — 2011
BBA, Finance
Top Gun Sales Performance September 2013 - Present
Dev Bootcamp June 2013 - August 2013
Fidelity Investments June 2011 - June 2013
Merrill Lynch September 2010 - December 2010
Edward Jones May 2010 - August 2010
Skills
Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Investment Strategies, Equities, Investment Advisory, Ruby on Rails, Ruby, Programming, Web Development, HTML, CSS, JavaScript, RSpec, git, jQuery, SQL, Test Driven Development, PostgreSQL, Databases
Education
University of Kentucky 2007 — 2011
BBA, Finance
Travis Godley's Edward Jones Experience August 1999 - May 2012
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS June 2012 - Present
Edward Jones August 1999 - May 2012
Skills
Retirement Planning, Finance, Wealth Management, Strategic Financial..., Financial Advisory, Portfolio Management
Education
University of Louisiana at Lafayette
UBS June 2012 - Present
Edward Jones August 1999 - May 2012
Skills
Retirement Planning, Finance, Wealth Management, Strategic Financial..., Financial Advisory, Portfolio Management
Education
University of Louisiana at Lafayette
Rodney Stelmack, CFA, MBA's Edward Jones Experience 2002 - 2003
Job Sales, Business Development & Strategy Leader
Industry Industrial Automation
Experience
Dynamic Business Decisions October 2013 - October 2014
Canadian Bearings Ltd. (CB) 2010 - August 2013
Canadian Bearings Ltd. 2007 - 2010
BC Bearing Engineers Ltd. Canadian Bearings Ltd. (BCBCB) 2003 - 2007
Edward Jones 2002 - 2003
Canadian Bearings Ltd. 2000 - 2002
Canadian Bearings Ltd. 1997 - 2000
The Timken Company 1991 - 1997
Skills
Strategic Planning, Business Strategy, Sales Management, New Business Development, Negotiation, Key Account Management, Strategic Financial..., Business Planning, Project Management, Team Building, Operations Management, Change Management, Leadership, Flexibility, M&A, Building Strong..., Valuation, Supplier / Partner...
Education
York University - Schulich School of Business
MBA, Finance & Strategy
Canadian Institute of Chartered Business Valuators
CICBV Program of Studies, Business Valuation & Financial Analysis
University of Manitoba
B.SC. Mechanical Engineering
Dynamic Business Decisions October 2013 - October 2014
Canadian Bearings Ltd. (CB) 2010 - August 2013
Canadian Bearings Ltd. 2007 - 2010
BC Bearing Engineers Ltd. Canadian Bearings Ltd. (BCBCB) 2003 - 2007
Edward Jones 2002 - 2003
Canadian Bearings Ltd. 2000 - 2002
Canadian Bearings Ltd. 1997 - 2000
The Timken Company 1991 - 1997
Skills
Strategic Planning, Business Strategy, Sales Management, New Business Development, Negotiation, Key Account Management, Strategic Financial..., Business Planning, Project Management, Team Building, Operations Management, Change Management, Leadership, Flexibility, M&A, Building Strong..., Valuation, Supplier / Partner...
Education
York University - Schulich School of Business
MBA, Finance & Strategy
Canadian Institute of Chartered Business Valuators
CICBV Program of Studies, Business Valuation & Financial Analysis
University of Manitoba
B.SC. Mechanical Engineering
Carolyn Aiken Carolyn Aiken's Edward Jones Experience June 2010 - August 2010
Job Associate at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP September 2013 - Present
Washington University in St. Louis School of Law August 2009 - May 2013
Hunton & Williams LLP May 2012 - July 2012
The Walt Disney Company May 2011 - August 2011
Edward Jones June 2010 - August 2010
BP January 2008 - July 2009
BP July 2005 - January 2008
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Public Speaking, Business Analysis, Leadership, Golf, Corporate Finance, Civil Litigation, Courts, Data Analysis, Mediation
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Washington University in St. Louis School of Law 2009 — 2013
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Wirtschaftsuniversität Wien / WU Wien 2004 — 2005
Business/Managerial Economics
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor's degree, Business Administration: Marketing
Hunton & Williams LLP September 2013 - Present
Washington University in St. Louis School of Law August 2009 - May 2013
Hunton & Williams LLP May 2012 - July 2012
The Walt Disney Company May 2011 - August 2011
Edward Jones June 2010 - August 2010
BP January 2008 - July 2009
BP July 2005 - January 2008
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Public Speaking, Business Analysis, Leadership, Golf, Corporate Finance, Civil Litigation, Courts, Data Analysis, Mediation
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Washington University in St. Louis School of Law 2009 — 2013
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Wirtschaftsuniversität Wien / WU Wien 2004 — 2005
Business/Managerial Economics
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor's degree, Business Administration: Marketing
Nissa Andrus's Edward Jones Experience August 2010 - October 2012
Job at
Industry Logistics and Supply Chain
Experience
TE Connectivity December 2013 - Present
Electrochem Solutions Inc, a Subsidiary of Greatbatch Ltd. October 2011 - December 2013
Edward Jones August 2010 - October 2012
Suntron Corporation October 2007 - January 2009
SSI Shredding Systems, Inc. 2006 - 2007
Nu-kote International September 2004 - July 2006
Power-One August 1999 - August 2003
ACT Networks, Inc. July 1994 - July 1999
US Navy August 1989 - July 1994
Skills
Supply Chain Management, Six Sigma, Lean Manufacturing, MRP, Supply Chain, Manufacturing, Purchasing, Management, Root Cause Analysis, Troubleshooting, Sales, Business Process, Training, Process Improvement, Cross-functional Team..., Process Simulation, Process Scheduler, New Business Development, Product Development, Continuous Improvement
Education
University of La Verne 1995 — 2000
BS, Business Administration
TE Connectivity December 2013 - Present
Electrochem Solutions Inc, a Subsidiary of Greatbatch Ltd. October 2011 - December 2013
Edward Jones August 2010 - October 2012
Suntron Corporation October 2007 - January 2009
SSI Shredding Systems, Inc. 2006 - 2007
Nu-kote International September 2004 - July 2006
Power-One August 1999 - August 2003
ACT Networks, Inc. July 1994 - July 1999
US Navy August 1989 - July 1994
Skills
Supply Chain Management, Six Sigma, Lean Manufacturing, MRP, Supply Chain, Manufacturing, Purchasing, Management, Root Cause Analysis, Troubleshooting, Sales, Business Process, Training, Process Improvement, Cross-functional Team..., Process Simulation, Process Scheduler, New Business Development, Product Development, Continuous Improvement
Education
University of La Verne 1995 — 2000
BS, Business Administration
Brian Beasley, CPWA®'s Edward Jones Experience September 1994 - April 1999
Job Financial Advisor and Impact Entrepreneur
Industry Financial Services
Experience
Athena Private Wealth July 2013 - Present
Athena Advisor Services July 2013 - Present
Britemark Development July 2014 - Present
Athena Investment Group, LLC April 1999 - July 2013
Edward Jones September 1994 - April 1999
Southwestern Company May 1992 - August 1993
Southwestern Company 1992 - 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS Finance
Athena Private Wealth July 2013 - Present
Athena Advisor Services July 2013 - Present
Britemark Development July 2014 - Present
Athena Investment Group, LLC April 1999 - July 2013
Edward Jones September 1994 - April 1999
Southwestern Company May 1992 - August 1993
Southwestern Company 1992 - 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS Finance
Isaac Treesh's Edward Jones Experience April 2011 - November 2012
Job Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2014 - Present
Fifth Third Securities December 2012 - August 2014
Edward Jones April 2011 - November 2012
Education
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance
JP Morgan Chase Bank, N.A. August 2014 - Present
Fifth Third Securities December 2012 - August 2014
Edward Jones April 2011 - November 2012
Education
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance
Laura Hamilton's Edward Jones Experience June 2009 - August 2009
Job Corporate & Business Development Associate at Intercontinental Exchange
Industry Financial Services
Experience
Intercontinental Exchange May 2015 - Present
JPMorgan Chase August 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JPMorgan Chase August 2012 - January 2013
JPMorgan Chase January 2012 - August 2012
JPMorgan Chase July 2011 - December 2011
JPMorgan Chase June 2010 - August 2010
Morgan Stanley Smith Barney, Global Wealth Management February 2010 - April 2010
Edward Jones June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Investments, Portfolio Management, Equities, Mutual Funds, Data Analysis, Finance, Corporate Finance, Financial Services, Asset Managment, Hedge Funds, Microsoft Excel, Bloomberg Terminal, Private Equity, Investment Banking, Banking
Education
Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
University of Maryland College Park 2007 — 2011
Bachelor of Science, Finance
Intercontinental Exchange May 2015 - Present
JPMorgan Chase August 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JPMorgan Chase August 2012 - January 2013
JPMorgan Chase January 2012 - August 2012
JPMorgan Chase July 2011 - December 2011
JPMorgan Chase June 2010 - August 2010
Morgan Stanley Smith Barney, Global Wealth Management February 2010 - April 2010
Edward Jones June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Investments, Portfolio Management, Equities, Mutual Funds, Data Analysis, Finance, Corporate Finance, Financial Services, Asset Managment, Hedge Funds, Microsoft Excel, Bloomberg Terminal, Private Equity, Investment Banking, Banking
Education
Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
University of Maryland College Park 2007 — 2011
Bachelor of Science, Finance
Barry Uze's Edward Jones Experience July 1999 - Present
Job Financial Advisor Edward Jones
Industry Investment Management
Experience
University of Louisiana at Lafayette January 2001 - Present
Edward Jones July 1999 - Present
Skills
Public Speaking, Analysis, Microsoft Office, Strategic Planning, Leadership, Microsoft Excel, Research, Business Strategy, Strategic Financial..., Customer Service, Data Analysis, PowerPoint, Management, Microsoft Word, Sales, Higher Education, Team Building, Risk Management, Business Development, Contract Negotiation, Event Planning
Education
University of Louisiana at Lafayette
University of Louisiana at Lafayette January 2001 - Present
Edward Jones July 1999 - Present
Skills
Public Speaking, Analysis, Microsoft Office, Strategic Planning, Leadership, Microsoft Excel, Research, Business Strategy, Strategic Financial..., Customer Service, Data Analysis, PowerPoint, Management, Microsoft Word, Sales, Higher Education, Team Building, Risk Management, Business Development, Contract Negotiation, Event Planning
Education
University of Louisiana at Lafayette
Chad Gassaway, CMT's Edward Jones Experience 2006 - 2008
Job Futures and Equities Trader at Grace Trading
Industry Financial Services
Experience
Grace Trading 2011 - Present
JPMorgan Chase 2010 - 2011
MetLife Securities 2008 - 2010
Edward Jones 2006 - 2008
Skills
Technical Analysis, Market Profile, Investments, Trading, Futures, Equities, Financial Markets, Fixed Income, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Quantitative Finance, Derivatives, Bloomberg, Securities, Options, Risk Management, Asset Management
Education
University of Kentucky 2002 — 2007
Bachelor of Science (BS)
Borger High School
Grace Trading 2011 - Present
JPMorgan Chase 2010 - 2011
MetLife Securities 2008 - 2010
Edward Jones 2006 - 2008
Skills
Technical Analysis, Market Profile, Investments, Trading, Futures, Equities, Financial Markets, Fixed Income, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Quantitative Finance, Derivatives, Bloomberg, Securities, Options, Risk Management, Asset Management
Education
University of Kentucky 2002 — 2007
Bachelor of Science (BS)
Borger High School
Brandon Bollaert's Edward Jones Experience October 2012 - January 2014
Job Commercial Services Executive at Ricoh Americas Corporation
Industry Information Services
Experience
Ricoh Americas Corporation February 2014 - Present
Edward Jones October 2012 - January 2014
The University of Iowa August 2011 - December 2011
Skills
Financial Analysis, Data Analysis, Statistics, Valuation, Financial Modeling, Process Improvement, Consultative Selling, Enterprise Solution..., Leadership
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
United Township High School 2004 — 2008
Ricoh Americas Corporation February 2014 - Present
Edward Jones October 2012 - January 2014
The University of Iowa August 2011 - December 2011
Skills
Financial Analysis, Data Analysis, Statistics, Valuation, Financial Modeling, Process Improvement, Consultative Selling, Enterprise Solution..., Leadership
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
United Township High School 2004 — 2008
Scott Kohen Scott Kohen's Edward Jones Experience June 2009 - November 2011
Job The Laffie Financial Group
Industry Financial Services
Experience
The Laffie Financial Group November 2011 - Present
Edward Jones June 2009 - November 2011
AllianceBernstein April 2006 - June 2009
US Polo Assn - Jordache 2003 - 2007
Skills
Disability Insurance, Estate Planning, Financial Advisory, Financial Planning, Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...
Education
University of Maryland College Park 1996 — 2000
Robert H. Smith School of Business
Commack HS
The Laffie Financial Group November 2011 - Present
Edward Jones June 2009 - November 2011
AllianceBernstein April 2006 - June 2009
US Polo Assn - Jordache 2003 - 2007
Skills
Disability Insurance, Estate Planning, Financial Advisory, Financial Planning, Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...
Education
University of Maryland College Park 1996 — 2000
Robert H. Smith School of Business
Commack HS
Alex Haler's Edward Jones Experience October 2010 - November 2011
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital April 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab September 2012 - February 2013
Charles Schwab February 2012 - September 2012
Edward Jones October 2010 - November 2011
Big Brothers Big Sisters 2008 - 2010
Iowa City Area Development Group January 2009 - June 2009
Iowa City Area Chamber of Commerce August 2008 - December 2008
Kemin Industries May 2008 - August 2008
Kemin Industries May 2007 - August 2007
Skills
Microsoft Excel, Health Insurance, Fixed Income Analysis, Investment Research, Bloomberg Terminal, TM1, Management, Leadership, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Strategies, Banking, Financial Reporting, Investments, Forecasting, Mutual Funds, Analysis, Securities, Series 7, Financial Planning, Finance, Financial Analysis, Financial Modeling
Education
University of California, Berkeley Extension 2013 — 2014
Professional Sequence in Personal Financial Planning, Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
BBA, Finance
Personal Capital April 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab September 2012 - February 2013
Charles Schwab February 2012 - September 2012
Edward Jones October 2010 - November 2011
Big Brothers Big Sisters 2008 - 2010
Iowa City Area Development Group January 2009 - June 2009
Iowa City Area Chamber of Commerce August 2008 - December 2008
Kemin Industries May 2008 - August 2008
Kemin Industries May 2007 - August 2007
Skills
Microsoft Excel, Health Insurance, Fixed Income Analysis, Investment Research, Bloomberg Terminal, TM1, Management, Leadership, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Strategies, Banking, Financial Reporting, Investments, Forecasting, Mutual Funds, Analysis, Securities, Series 7, Financial Planning, Finance, Financial Analysis, Financial Modeling
Education
University of California, Berkeley Extension 2013 — 2014
Professional Sequence in Personal Financial Planning, Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
BBA, Finance
David Tajnai David Tajnai's Edward Jones Experience May 2014 - August 2014
Job Service Advisor at The Next Level Planning Group
Industry Financial Services
Experience
The Next Level Planning Group June 2015 - Present
Hawkins Wealth Management August 2014 - May 2015
Edward Jones May 2014 - August 2014
Sears Holdings Corporation May 2013 - August 2013
The University of Iowa December 2012 - June 2013
Johnson County Auditor’s Office October 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Social Networking, Management, Public Speaking, Mac, Financial Analysis, Sales, Marketing, Fundraising, Data Analysis, Analysis, Philanthropy, Microsoft Publisher, Windows, Customer Service, Public Services, Personal Financial..., PowerPoint
Education
University of Iowa 2011 — 2015
Finance, Risk Management, Finance, General
The Next Level Planning Group June 2015 - Present
Hawkins Wealth Management August 2014 - May 2015
Edward Jones May 2014 - August 2014
Sears Holdings Corporation May 2013 - August 2013
The University of Iowa December 2012 - June 2013
Johnson County Auditor’s Office October 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Social Networking, Management, Public Speaking, Mac, Financial Analysis, Sales, Marketing, Fundraising, Data Analysis, Analysis, Philanthropy, Microsoft Publisher, Windows, Customer Service, Public Services, Personal Financial..., PowerPoint
Education
University of Iowa 2011 — 2015
Finance, Risk Management, Finance, General
Alison McAuliffe Alison McAuliffe's Edward Jones Experience June 2015 - August 2015
Job Student Worker at College of Business Communications Office
Industry
Experience
College of Business Communications Office September 2013 - Present
Edward Jones June 2015 - August 2015
Boeing May 2014 - August 2014
Northern Trust June 2013 - August 2013
Marion Park District May 2009 - August 2012
Miss Illinois Scholarship Association January 2011 - July 2012
Artstarts January 2010 - April 2012
Skills
Public Speaking, Microsoft Excel, Management, Research, English, Financial Forecasting
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor of Science (B.S.), Accounting
WHU – Otto Beisheim School of Management 2014 — 2014
International Marketing, Leadership Development
Marion High School 2008 — 2012
College of Business Communications Office September 2013 - Present
Edward Jones June 2015 - August 2015
Boeing May 2014 - August 2014
Northern Trust June 2013 - August 2013
Marion Park District May 2009 - August 2012
Miss Illinois Scholarship Association January 2011 - July 2012
Artstarts January 2010 - April 2012
Skills
Public Speaking, Microsoft Excel, Management, Research, English, Financial Forecasting
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor of Science (B.S.), Accounting
WHU – Otto Beisheim School of Management 2014 — 2014
International Marketing, Leadership Development
Marion High School 2008 — 2012
Anthony Sacco's Edward Jones Experience July 2002 - June 2003
Job Regional Retirement Specialist/ Financial Advisor for Principal Financial Group/ Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group April 2007 - Present
Principal Financial Group January 2005 - April 2007
Enterprise Rent-A-Car August 2003 - December 2005
Edward Jones July 2002 - June 2003
Superior Carpet Clean June 1999 - June 2002
Skills
401k, Retirement, Retirement Planning, Financial Services, Pensions, IRAs, 403 b, Series 7, Series 65, Series 63, Life Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Retirement Income...
Education
University of Iowa 1992 — 1997
BS, Sports management
Principal Financial Group April 2007 - Present
Principal Financial Group January 2005 - April 2007
Enterprise Rent-A-Car August 2003 - December 2005
Edward Jones July 2002 - June 2003
Superior Carpet Clean June 1999 - June 2002
Skills
401k, Retirement, Retirement Planning, Financial Services, Pensions, IRAs, 403 b, Series 7, Series 65, Series 63, Life Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Retirement Income...
Education
University of Iowa 1992 — 1997
BS, Sports management
Adam Talbert's Edward Jones Experience 2003 - 2007
Job President & CEO at PACT Enterprises, Inc.
Industry Hospitality
Experience
LODGENUITY Hospitality Consulting and Management January 2015 - Present
PACT Enterprises, Inc. June 2015 - Present
Citizens State Bank of Lena, Stockton & Freeport July 2007 - May 2015
Cetera Financial Group July 2007 - May 2015
Edward Jones 2003 - 2007
Skills
Investments, Portfolio Management, Wealth Management, Insurance, Credit, Banking, Mortgage Lending, Financial Analysis, Strategic Financial..., Loans, Commercial Lending, Risk Management, Retirement Planning, Credit Analysis, Commercial Banking, Mutual Funds, Financial Services, Asset Management, Relationship Management, Finance, Wealth Management..., Cash Management, Small Business Lending, Financial Modeling, Underwriting, Estate Planning, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Finance, Investments
Freeport Aquin High School 1989 — 1992
Graduate
LODGENUITY Hospitality Consulting and Management January 2015 - Present
PACT Enterprises, Inc. June 2015 - Present
Citizens State Bank of Lena, Stockton & Freeport July 2007 - May 2015
Cetera Financial Group July 2007 - May 2015
Edward Jones 2003 - 2007
Skills
Investments, Portfolio Management, Wealth Management, Insurance, Credit, Banking, Mortgage Lending, Financial Analysis, Strategic Financial..., Loans, Commercial Lending, Risk Management, Retirement Planning, Credit Analysis, Commercial Banking, Mutual Funds, Financial Services, Asset Management, Relationship Management, Finance, Wealth Management..., Cash Management, Small Business Lending, Financial Modeling, Underwriting, Estate Planning, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Finance, Investments
Freeport Aquin High School 1989 — 1992
Graduate
Layla Slater Layla Slater's Edward Jones Experience October 2012 - March 2015
Job Operations Manager at Slater Wealth Management
Industry Financial Services
Experience
Slater Wealth Management powered by LPL Financial March 2015 - Present
Edward Jones October 2012 - March 2015
Water Street Solutions August 2009 - November 2010
Slater Custom Floors October 2004 - August 2009
USDA-NRCS June 2002 - May 2003
Fulton County Health Dept June 2001 - May 2002
Skills
Written and Oral..., Excel, PowerPoint, Attention To Detail, English grammar, Technical Writing, Copy Editing, Report Writing, Feature Writing, Documentaries, Word, Blogging, Social Networking, Event Planning, Project Planning, Special Events, Fundraising, Volunteer Leadership, Microsoft Word, Communication, Microsoft Excel, Feature Articles, Microsoft Office, Time Management, Training, Event Management, Social Media, Marketing, Public Speaking, Volunteering, Customer Service
Education
University of Illinois Springfield 1998 — 2000
M.A., Environmental Studies
Western Illinois University 1994 — 1998
B.S., Environmental Science
Slater Wealth Management powered by LPL Financial March 2015 - Present
Edward Jones October 2012 - March 2015
Water Street Solutions August 2009 - November 2010
Slater Custom Floors October 2004 - August 2009
USDA-NRCS June 2002 - May 2003
Fulton County Health Dept June 2001 - May 2002
Skills
Written and Oral..., Excel, PowerPoint, Attention To Detail, English grammar, Technical Writing, Copy Editing, Report Writing, Feature Writing, Documentaries, Word, Blogging, Social Networking, Event Planning, Project Planning, Special Events, Fundraising, Volunteer Leadership, Microsoft Word, Communication, Microsoft Excel, Feature Articles, Microsoft Office, Time Management, Training, Event Management, Social Media, Marketing, Public Speaking, Volunteering, Customer Service
Education
University of Illinois Springfield 1998 — 2000
M.A., Environmental Studies
Western Illinois University 1994 — 1998
B.S., Environmental Science
Jeff Hodge Jeff Hodge's Edward Jones Experience January 2007 - November 2007
Job Assistant Vice President Pershing LLC
Industry Financial Services
Experience
Pershing June 2011 - Present
Pershing September 2008 - June 2011
SunTrust Bank January 2008 - September 2008
Edward Jones January 2007 - November 2007
Skills
Series 7, Series 63, Business Transformation, Project Management, PMP, Yellow Belt, Manage Client..., Solution Implementation, Securities, Prime Brokerage, Bloomberg, Financial Institutions, DTC, Fixed Income, Equities, Customer Service, Wealth Management, Insurance, Retirement Planning, Investments, Pricing, Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Process Improvement
Education
University of Iowa
Pershing June 2011 - Present
Pershing September 2008 - June 2011
SunTrust Bank January 2008 - September 2008
Edward Jones January 2007 - November 2007
Skills
Series 7, Series 63, Business Transformation, Project Management, PMP, Yellow Belt, Manage Client..., Solution Implementation, Securities, Prime Brokerage, Bloomberg, Financial Institutions, DTC, Fixed Income, Equities, Customer Service, Wealth Management, Insurance, Retirement Planning, Investments, Pricing, Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Process Improvement
Education
University of Iowa
Scott Schier Scott Schier's Edward Jones Experience June 2015 - Present
Job Student at the University of Richmond
Industry
Experience
Edward Jones June 2015 - Present
Wegmans Food Markets March 2011 - March 2015
Skills
Time Management, Data Entry, Customer Service, Facebook, Customer Satisfaction, PowerPoint, Critical Thinking, Microsoft Word, Access, Microsoft Excel, Microsoft Office, OS X, Outlook, Teamwork, Inventory Management, Retail, Team-oriented, Social Media, Customer Retention, Data Analysis, Microsoft Exchange
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
University of Mannheim 2014 — 2015
Edward Jones June 2015 - Present
Wegmans Food Markets March 2011 - March 2015
Skills
Time Management, Data Entry, Customer Service, Facebook, Customer Satisfaction, PowerPoint, Critical Thinking, Microsoft Word, Access, Microsoft Excel, Microsoft Office, OS X, Outlook, Teamwork, Inventory Management, Retail, Team-oriented, Social Media, Customer Retention, Data Analysis, Microsoft Exchange
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
University of Mannheim 2014 — 2015
James Rowlette James Rowlette's Edward Jones Experience May 1978 - May 1985
Job Principal at Rowlette Asset Management
Industry Financial Services
Experience
Rowlette Asset Management February 2008 - Present
The Ohio Company/Fifth Third Securities July 1990 - February 2008
First Bankers Securities/Kingland Capital May 1985 - July 1990
Edward Jones May 1978 - May 1985
Edward Jones May 1976 - May 1978
Skills
Retirement Planning, 401(k) Rollovers, Social Security Planning, Asset Allocation, Estate Investment..., Financial Advisory, Financial Analysis, Charitable Giving, Wealth Enhancement, Financial Services, Retirement Savings, Extensive Resources, External Network of..., Internal Team, Investments, Finance
Education
Washington University in St. Louis - Olin Business School 1975 — 1978
Master of Business Administration (MBA), Finance
University of Iowa 1970 — 1974
Bachelor of Arts (B.A.), English
Rowlette Asset Management February 2008 - Present
The Ohio Company/Fifth Third Securities July 1990 - February 2008
First Bankers Securities/Kingland Capital May 1985 - July 1990
Edward Jones May 1978 - May 1985
Edward Jones May 1976 - May 1978
Skills
Retirement Planning, 401(k) Rollovers, Social Security Planning, Asset Allocation, Estate Investment..., Financial Advisory, Financial Analysis, Charitable Giving, Wealth Enhancement, Financial Services, Retirement Savings, Extensive Resources, External Network of..., Internal Team, Investments, Finance
Education
Washington University in St. Louis - Olin Business School 1975 — 1978
Master of Business Administration (MBA), Finance
University of Iowa 1970 — 1974
Bachelor of Arts (B.A.), English
Dayna Olson's Edward Jones Experience May 2014 - Present
Job Sales Development at Cloudwords, Inc.
Industry Financial Services
Experience
Cloudwords, Inc. April 2015 - Present
Edward Jones May 2014 - Present
J. Alexander's Restaurants September 2009 - May 2014
Flavorman April 2013 - September 2013
Indiana University Southeast June 2012 - August 2012
Dr Nonie G Cogan, DMD December 2011 - May 2012
Skills
Retail Sales, HACCP, Food Science, Product Development, Ingredients, Sensory Evaluation, Wine, Restaurants, Training, Food Safety, Food Industry, Customer Service, Food, Sanitation, Food Service, Food, Microsoft Excel, Flavors, Food Technology, Raw Materials, Chemistry, R, Research, Laboratory, Team-oriented, Brewing, Food Microbiology, Teamwork, Sales
Education
Medford Area High School
University of Louisville
Bachelor of Arts (BA), Biology/Biological Sciences
Cloudwords, Inc. April 2015 - Present
Edward Jones May 2014 - Present
J. Alexander's Restaurants September 2009 - May 2014
Flavorman April 2013 - September 2013
Indiana University Southeast June 2012 - August 2012
Dr Nonie G Cogan, DMD December 2011 - May 2012
Skills
Retail Sales, HACCP, Food Science, Product Development, Ingredients, Sensory Evaluation, Wine, Restaurants, Training, Food Safety, Food Industry, Customer Service, Food, Sanitation, Food Service, Food, Microsoft Excel, Flavors, Food Technology, Raw Materials, Chemistry, R, Research, Laboratory, Team-oriented, Brewing, Food Microbiology, Teamwork, Sales
Education
Medford Area High School
University of Louisville
Bachelor of Arts (BA), Biology/Biological Sciences
Randy Overstreet's Edward Jones Experience April 2006 - February 2012
Job Regional Sales and Service Director at Ambulance Medical Billing AMB
Industry Hospital & Health Care
Experience
Ambulance Medical Billing - AMB October 2014 - Present
Credit Bureau Systems March 2012 - Present
Edward Jones April 2006 - February 2012
WPSD Local 6 August 1992 - March 2006
Skills
Marketing, Marketing Strategy, Customer Service, Financial Services, Series 7, Series 63, Investments, Mutual Funds, Fixed Annuities, Long-term Care
Education
University of Kentucky 1984 — 1988
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ambulance Medical Billing - AMB October 2014 - Present
Credit Bureau Systems March 2012 - Present
Edward Jones April 2006 - February 2012
WPSD Local 6 August 1992 - March 2006
Skills
Marketing, Marketing Strategy, Customer Service, Financial Services, Series 7, Series 63, Investments, Mutual Funds, Fixed Annuities, Long-term Care
Education
University of Kentucky 1984 — 1988
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Monica Mathis's Edward Jones Experience 1996 - 1998
Job Business Development / Magnolia Market and Owner of Amelia's Fashion Exchange
Industry Retail
Experience
Magnolia Homes December 2014 - Present
Amelia's Fashion Exchange September 2001 - Present
Merrill Lynch 1998 - 2001
Edward Jones 1996 - 1998
McLane Company 1993 - 1996
Skills
Customer Service, Social Media, Retail, Event Planning, Advertising, Teaching, Merchandising, Fashion, Marketing, Apparel, Public Relations, Social Networking, Time Management
Education
University of Mary-Hardin Baylor 1990 — 1992
Elementary Education
Whitney High School 1986 — 1990
High School Diploma, Graduated with Honors
Weslaco 1980 — 1986
Gifted and Talented
Magnolia Homes December 2014 - Present
Amelia's Fashion Exchange September 2001 - Present
Merrill Lynch 1998 - 2001
Edward Jones 1996 - 1998
McLane Company 1993 - 1996
Skills
Customer Service, Social Media, Retail, Event Planning, Advertising, Teaching, Merchandising, Fashion, Marketing, Apparel, Public Relations, Social Networking, Time Management
Education
University of Mary-Hardin Baylor 1990 — 1992
Elementary Education
Whitney High School 1986 — 1990
High School Diploma, Graduated with Honors
Weslaco 1980 — 1986
Gifted and Talented
Matt Stephens AAMS® CRC®'s Edward Jones Experience November 2012 - December 2014
Job Financial Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass January 2015 - Present
United States Army Reserve February 2008 - Present
Edward Jones November 2012 - December 2014
Stephens Services, LLC October 2010 - November 2012
US Army January 2010 - October 2010
Cintas January 2009 - December 2009
Skills
Investments, Sales, Leadership, Finance, Wealth Management, Wealth Transfer, Equities, Life Insurance, Exchange Traded Funds, Alternative Investments, Account Management, Team Leadership, Military, Air Assault, Combatives, Marksmanship, Combat Lifesaver
Education
University of Louisiana at Monroe
Bachelor’s Degree, Business Administration and Management, General
BBVA Compass January 2015 - Present
United States Army Reserve February 2008 - Present
Edward Jones November 2012 - December 2014
Stephens Services, LLC October 2010 - November 2012
US Army January 2010 - October 2010
Cintas January 2009 - December 2009
Skills
Investments, Sales, Leadership, Finance, Wealth Management, Wealth Transfer, Equities, Life Insurance, Exchange Traded Funds, Alternative Investments, Account Management, Team Leadership, Military, Air Assault, Combatives, Marksmanship, Combat Lifesaver
Education
University of Louisiana at Monroe
Bachelor’s Degree, Business Administration and Management, General
Jennifer Heal, CFP® Jennifer Heal, CFP®'s Edward Jones Experience July 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones July 2006 - Present
Newell Rubbermaid October 2001 - May 2006
Sears Holdings Corporation October 1996 - October 2001
Black & Decker, Inc. January 1995 - October 1996
Education
University of Maryland College Park 1991 — 1994
B.S., Marketing, Summa Cum Laude
Edward Jones July 2006 - Present
Newell Rubbermaid October 2001 - May 2006
Sears Holdings Corporation October 1996 - October 2001
Black & Decker, Inc. January 1995 - October 1996
Education
University of Maryland College Park 1991 — 1994
B.S., Marketing, Summa Cum Laude
Adam Norris Adam Norris's Edward Jones Experience October 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2002 - Present
Skills
Retirement Planning, Portfolio and..., Estate Planning, 401k Rollovers, 401ks, Roth IRA, Traditional IRA, Annuities, SEP IRA, SIMPLE IRA, 529 Plans, Retirement, Bonds, Common Stock
Education
University of Iowa
Bachelor's Degree, Finance
College for Financial Planning
Accredited Asset Management Specialist
Edward Jones October 2002 - Present
Skills
Retirement Planning, Portfolio and..., Estate Planning, 401k Rollovers, 401ks, Roth IRA, Traditional IRA, Annuities, SEP IRA, SIMPLE IRA, 529 Plans, Retirement, Bonds, Common Stock
Education
University of Iowa
Bachelor's Degree, Finance
College for Financial Planning
Accredited Asset Management Specialist
Bonita T Bonita T's Edward Jones Experience February 1994 - May 1997
Job researcher at Self Empolyed Consultant
Industry Research
Experience
Self Empolyed Consultant August 2007 - Present
Edward Jones February 1994 - May 1997
Skills
good with research on..., computer literate, great typing skills, Microsoft Office, Customer Service, Word, PowerPoint, Teamwork, Research, Administration, Social Media, Writing, Public Relations, Inventory Management, Editing, Account Management, Advertising, Fundraising, Social Networking, Social Media Marketing
Education
University of Illinois Springfield 2005 — 2007
Master's Degree, History
University of Illinois Springfield 2003 — 2005
Bachelor of Arts, History
Self Empolyed Consultant August 2007 - Present
Edward Jones February 1994 - May 1997
Skills
good with research on..., computer literate, great typing skills, Microsoft Office, Customer Service, Word, PowerPoint, Teamwork, Research, Administration, Social Media, Writing, Public Relations, Inventory Management, Editing, Account Management, Advertising, Fundraising, Social Networking, Social Media Marketing
Education
University of Illinois Springfield 2005 — 2007
Master's Degree, History
University of Illinois Springfield 2003 — 2005
Bachelor of Arts, History
Dirk David, CFP®'s Edward Jones Experience April 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2000 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Supervisory Skills, Contract Negotiation, Retirement Planning, Team Building, Project Management, Finance, Saving for Education, Insurance
Education
McNeese State University 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Louisiana at Lafayette 1984 — 1988
Bachelor of Applied Science (BASc), Industrial Technology/Technician
Edward Jones April 2000 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Supervisory Skills, Contract Negotiation, Retirement Planning, Team Building, Project Management, Finance, Saving for Education, Insurance
Education
McNeese State University 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Louisiana at Lafayette 1984 — 1988
Bachelor of Applied Science (BASc), Industrial Technology/Technician
Isaac Hart's Edward Jones Experience September 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Bank of the West April 2009 - September 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Edward Jones September 2010 - Present
Bank of the West April 2009 - September 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Shannon Hoerter's Edward Jones Experience October 2008 - August 2012
Job Financial Advisor at Federal Hill Capital Management
Industry Financial Services
Experience
Federal Hill Capital Management August 2012 - Present
Edward Jones October 2008 - August 2012
Henkel Technologies September 2000 - October 2008
Jideco of Bardstown August 1997 - September 2000
Skills
Retirement Planning, Estate Planning, Budgeting, Forecasting, Financial Planning, Roth IRA, IRA's, Stocks, Bonds, Mutual Funds, Strategic Financial..., Wealth Management, Investments, IRAs, Marketing Strategy, Team Building, Customer Service, Product Development, Budgets, Portfolio Management, Process Improvement, Financial Analysis, Cross-functional Team..., Retirement, Finance, Life Insurance, Strategic Planning, Sales Management, Microsoft Office, Series 7
Education
University of Louisville 1989 — 1994
BSME, Mechanical Engineering
Bardstown High School
Federal Hill Capital Management August 2012 - Present
Edward Jones October 2008 - August 2012
Henkel Technologies September 2000 - October 2008
Jideco of Bardstown August 1997 - September 2000
Skills
Retirement Planning, Estate Planning, Budgeting, Forecasting, Financial Planning, Roth IRA, IRA's, Stocks, Bonds, Mutual Funds, Strategic Financial..., Wealth Management, Investments, IRAs, Marketing Strategy, Team Building, Customer Service, Product Development, Budgets, Portfolio Management, Process Improvement, Financial Analysis, Cross-functional Team..., Retirement, Finance, Life Insurance, Strategic Planning, Sales Management, Microsoft Office, Series 7
Education
University of Louisville 1989 — 1994
BSME, Mechanical Engineering
Bardstown High School
Douglas Kletter Douglas Kletter's Edward Jones Experience October 2007 - February 2008
Job Rates Sales at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2013 - Present
Credit Suisse Asset Management July 2012 - April 2013
Lemma Senbet Fund April 2011 - May 2012
Credit Suisse June 2011 - August 2011
Northwestern Mutual June 2010 - March 2011
Calvert County Government June 2009 - August 2009
Edward Jones October 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equities, Portfolio Management, Fixed Income, Corporate Finance, Capital Markets, Equity Research, Financial Statement..., Economics, Series 7, DCF, Equity Valuation, Strategic Financial..., Derivatives, Securities, Mutual Funds, Risk Management, Investment Advisory, Series 63, Alternative Investments, Investment Banking
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Economics, 4.0
Goldman Sachs April 2013 - Present
Credit Suisse Asset Management July 2012 - April 2013
Lemma Senbet Fund April 2011 - May 2012
Credit Suisse June 2011 - August 2011
Northwestern Mutual June 2010 - March 2011
Calvert County Government June 2009 - August 2009
Edward Jones October 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equities, Portfolio Management, Fixed Income, Corporate Finance, Capital Markets, Equity Research, Financial Statement..., Economics, Series 7, DCF, Equity Valuation, Strategic Financial..., Derivatives, Securities, Mutual Funds, Risk Management, Investment Advisory, Series 63, Alternative Investments, Investment Banking
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Economics, 4.0
Steve Lange's Edward Jones Experience January 2008 - February 2012
Job Financial Advisor at Southwestern Investment Group
Industry Financial Services
Experience
Southwestern Investment Group, An Independent Firm February 2012 - Present
Edward Jones January 2008 - February 2012
Southwestern Company May 1999 - September 2007
Education
University of Kentucky 2000 — 2003
BA, Finance and Marketing
Southwestern Investment Group, An Independent Firm February 2012 - Present
Edward Jones January 2008 - February 2012
Southwestern Company May 1999 - September 2007
Education
University of Kentucky 2000 — 2003
BA, Finance and Marketing
Mary Embry's Edward Jones Experience June 2001 - Present
Job Financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2001 - Present
Education
University of Kentucky
Bachelor of Science (BS)
Edward Jones June 2001 - Present
Education
University of Kentucky
Bachelor of Science (BS)
Brittany Dressler Brittany Dressler's Edward Jones Experience January 2010 - May 2010
Job HR Professional at Nestlé Purina North America
Industry Human Resources
Experience
Nestlé Purina North America March 2014 - Present
Nestlé Purina North America December 2012 - March 2014
Volunteer Work and Continuing Education January 2011 - 2014
Intulogy August 2010 - December 2010
Edward Jones January 2010 - May 2010
University of Missouri - St. Louis August 2009 - May 2010
University of Missouri - St. Louis August 2007 - May 2009
Illinois Department of Public Health January 2007 - May 2007
University of Illinois at Springfield August 2004 - January 2007
Skills
Human Resources, Leadership, Data Analysis, Interviews, Research, Statistics, SPSS, Organizational..., Performance Management, Management, Psychology, PowerPoint, Microsoft Office, Talent Acquisition, Policy, American Sign Language..., Qualitative Research, Teaching, Microsoft Word, Teamwork, Employee Relations, Coaching, Talent Recognition, Strategy, Time Management, Microsoft Excel, Vendor Management, Project Planning, Quantitative Research, Social Media, Event Planning, Survey Design, Research Design, Non-profits, SEM, HR Consulting, HR Policies, Compliance, Consulting, Taleo, Sourcing, Job Postings, Hiring Practices, Offer Creation, Background Checks, Confidentiality, Purchase Orders, Budgets, Supply Ordering
Education
University of Missouri-Saint Louis 2007 — 2010
M.A., Industrial-Organizational Psychology
University of Illinois Springfield 2003 — 2007
BA, Psychology/Sociology
Nestlé Purina North America March 2014 - Present
Nestlé Purina North America December 2012 - March 2014
Volunteer Work and Continuing Education January 2011 - 2014
Intulogy August 2010 - December 2010
Edward Jones January 2010 - May 2010
University of Missouri - St. Louis August 2009 - May 2010
University of Missouri - St. Louis August 2007 - May 2009
Illinois Department of Public Health January 2007 - May 2007
University of Illinois at Springfield August 2004 - January 2007
Skills
Human Resources, Leadership, Data Analysis, Interviews, Research, Statistics, SPSS, Organizational..., Performance Management, Management, Psychology, PowerPoint, Microsoft Office, Talent Acquisition, Policy, American Sign Language..., Qualitative Research, Teaching, Microsoft Word, Teamwork, Employee Relations, Coaching, Talent Recognition, Strategy, Time Management, Microsoft Excel, Vendor Management, Project Planning, Quantitative Research, Social Media, Event Planning, Survey Design, Research Design, Non-profits, SEM, HR Consulting, HR Policies, Compliance, Consulting, Taleo, Sourcing, Job Postings, Hiring Practices, Offer Creation, Background Checks, Confidentiality, Purchase Orders, Budgets, Supply Ordering
Education
University of Missouri-Saint Louis 2007 — 2010
M.A., Industrial-Organizational Psychology
University of Illinois Springfield 2003 — 2007
BA, Psychology/Sociology
Sheryl (Heitshusen) Kiesewetter Sheryl (Heitshusen) Kiesewetter's Edward Jones Experience July 2010 - Present
Job Senior Program Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2010 - Present
Skills
Program Management, Project Management, Process Improvement
Education
University of Iowa
Edward Jones July 2010 - Present
Skills
Program Management, Project Management, Process Improvement
Education
University of Iowa
Adam Springer Adam Springer's Edward Jones Experience Account ManagerOxford International2003 - 2005
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Account ManagerOxford International2003 - 2005
Oxford International 2003 - 2005
Skills
Financial Services, Retirement, Planning for the..., Saving for Education, Life & Health Insurance..., Living in Retirement, Mutual Funds, Equities, Bonds, Municipal Bonds, Series 7, Series 66, Investment Advisory, Leadership, IRAs
Education
University of Iowa
Edward Jones Account ManagerOxford International2003 - 2005
Oxford International 2003 - 2005
Skills
Financial Services, Retirement, Planning for the..., Saving for Education, Life & Health Insurance..., Living in Retirement, Mutual Funds, Equities, Bonds, Municipal Bonds, Series 7, Series 66, Investment Advisory, Leadership, IRAs
Education
University of Iowa
Rob Zickus's Edward Jones Experience March 2008 - September 2008
Job Project Manager Internal Controls at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Jeanne Forbes's Edward Jones Experience February 2011 - February 2013
Job Lead HR Generalist at Transamerica Life Insurance Company
Industry Human Resources
Experience
Transamerica Life Insurance Company April 2014 - Present
Van Meter Industrial April 2013 - April 2014
Edward Jones February 2011 - February 2013
Eastern Iowa Human Resources Association 2011 - 2012
AEGON Asset Management July 2007 - February 2011
Edward Jones September 2006 - July 2007
Edward Jones March 2004 - September 2006
Skills
Employee Engagement, Performance Management, Succession Planning, Needs Analysis, Strategic Planning, Onboarding, Employee Benefits
Education
University of Iowa 1987 — 1991
BA, Communication Studies
Transamerica Life Insurance Company April 2014 - Present
Van Meter Industrial April 2013 - April 2014
Edward Jones February 2011 - February 2013
Eastern Iowa Human Resources Association 2011 - 2012
AEGON Asset Management July 2007 - February 2011
Edward Jones September 2006 - July 2007
Edward Jones March 2004 - September 2006
Skills
Employee Engagement, Performance Management, Succession Planning, Needs Analysis, Strategic Planning, Onboarding, Employee Benefits
Education
University of Iowa 1987 — 1991
BA, Communication Studies
Joyce Cain's Edward Jones Experience July 1997 - January 1999
Job Shareholder Services Senior Manager at Capital Group
Industry Financial Services
Experience
American Funds 2007 - November 2010
Capital Group February 1999 - November 2010
Edward Jones July 1997 - January 1999
Education
University of Mary Washington 1993 — 1997
BS, Psychology
Prince George High School 1990 — 1993
American Funds 2007 - November 2010
Capital Group February 1999 - November 2010
Edward Jones July 1997 - January 1999
Education
University of Mary Washington 1993 — 1997
BS, Psychology
Prince George High School 1990 — 1993
Ben Malick, CFA's Edward Jones Experience August 2008 - January 2010
Job Equity Analyst at Mitchell Capital Management
Industry Investment Management
Experience
Mitchell Capital Management January 2013 - Present
American Century Investments August 2010 - January 2013
Blue Ridge Bank & Trust Co. January 2010 - August 2010
Edward Jones August 2008 - January 2010
Education
University of Kansas - Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Finance
Northwest Missouri State University 2004 — 2008
BS, Finance
Mitchell Capital Management January 2013 - Present
American Century Investments August 2010 - January 2013
Blue Ridge Bank & Trust Co. January 2010 - August 2010
Edward Jones August 2008 - January 2010
Education
University of Kansas - Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Finance
Northwest Missouri State University 2004 — 2008
BS, Finance
Derek Schuler's Edward Jones Experience June 1994 - February 1999
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Financial Services Group 2008 - Present
PNC Bank March 1999 - Present
Edward Jones June 1994 - February 1999
Skills
Financial Analysis, Equities, Finance, Loans, Forecasting, Business Analysis, Portfolio Management, Banking, Credit, Analysis, SAS, Data Analysis, Financial Modeling, Credit Risk
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2003
MBA, Finance & Banking
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Finance
PNC Financial Services Group 2008 - Present
PNC Bank March 1999 - Present
Edward Jones June 1994 - February 1999
Skills
Financial Analysis, Equities, Finance, Loans, Forecasting, Business Analysis, Portfolio Management, Banking, Credit, Analysis, SAS, Data Analysis, Financial Modeling, Credit Risk
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2003
MBA, Finance & Banking
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Finance
Tina Pegg's Edward Jones Experience January 2011 - Present
Job at
Industry Consumer Goods
Experience
Tastefully Simple May 2015 - Present
Arbonne International LLC September 2012 - Present
Edward Jones January 2011 - Present
JOCKEY Person to Person August 2006 - Present
Skills
Customer Service, Public Speaking, Retirement Planning, Series 63, Marketing Strategy
Education
University of Maryland Baltimore County 1991 — 1996
Tastefully Simple May 2015 - Present
Arbonne International LLC September 2012 - Present
Edward Jones January 2011 - Present
JOCKEY Person to Person August 2006 - Present
Skills
Customer Service, Public Speaking, Retirement Planning, Series 63, Marketing Strategy
Education
University of Maryland Baltimore County 1991 — 1996
Jason Maxson, CFA's Edward Jones Experience 2008 - 2010
Job
Industry Investment Management
Experience
Reinsurance Group of America 2010 - Present
Edward Jones 2008 - 2010
Aviva Capital Management 2006 - 2008
Principal Financial Group 2004 - 2006
Skills
Fixed Income, Portfolio Management, Capital Markets, Economics, Securities, Valuation, Financial Modeling, Investments, Bloomberg, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Investment Management, Corporate Finance, Asset Management, Mutual Funds
Education
University of Iowa 1999 — 2001
MBA, Finance
University of Iowa
Bachelor of Arts, Economics
Reinsurance Group of America 2010 - Present
Edward Jones 2008 - 2010
Aviva Capital Management 2006 - 2008
Principal Financial Group 2004 - 2006
Skills
Fixed Income, Portfolio Management, Capital Markets, Economics, Securities, Valuation, Financial Modeling, Investments, Bloomberg, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Investment Management, Corporate Finance, Asset Management, Mutual Funds
Education
University of Iowa 1999 — 2001
MBA, Finance
University of Iowa
Bachelor of Arts, Economics
Scott Kokotan's Edward Jones Experience May 2003 - January 2006
Job Chief Financial Officer at IMM Right Ideas. Real Results. All In.
Industry Marketing and Advertising
Experience
IMM - Right Ideas. Real Results. All In. July 2014 - Present
IMM - Right Ideas. Real Results. All In. May 2014 - Present
IMM July 2012 - May 2014
Wasinger Tech January 2006 - June 2012
Contractor's Ally January 2006 - June 2012
GrowYourRestaurant.com January 2005 - June 2012
Edward Jones May 2003 - January 2006
PricewaterhouseCoopers 1995 - 2003
Skills
SEO, Social Media Marketing, Online Marketing, PPC, Social Media, Business Development, Web Marketing, Email Marketing, Online Advertising, Finance, SEM, Web Design, Advertising, Accounting, Budgets, Start-ups, Digital Strategy, Legal Compliance, Vendor Contracts, Human Resources, Corporate Recruiting, Small Business, Google Analytics, Treasury Management, Management
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Accounting
IMM - Right Ideas. Real Results. All In. July 2014 - Present
IMM - Right Ideas. Real Results. All In. May 2014 - Present
IMM July 2012 - May 2014
Wasinger Tech January 2006 - June 2012
Contractor's Ally January 2006 - June 2012
GrowYourRestaurant.com January 2005 - June 2012
Edward Jones May 2003 - January 2006
PricewaterhouseCoopers 1995 - 2003
Skills
SEO, Social Media Marketing, Online Marketing, PPC, Social Media, Business Development, Web Marketing, Email Marketing, Online Advertising, Finance, SEM, Web Design, Advertising, Accounting, Budgets, Start-ups, Digital Strategy, Legal Compliance, Vendor Contracts, Human Resources, Corporate Recruiting, Small Business, Google Analytics, Treasury Management, Management
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Accounting
Marie L. Anthony's Edward Jones Experience 1999 - Present
Job Sr. Director Field Supervision at Edward Jones
Industry Financial Services
Paul Bukta's Edward Jones Experience July 2006 - November 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2011 - Present
Edward Jones July 2006 - November 2011
KATU-TV September 1998 - January 2006
WTVG February 1995 - August 1998
WHBF-TV May 1992 - January 1995
Skills
Journalism, Strategic Financial..., Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Fixed Annuities, Insurance, Investment Strategies, Asset Allocation, 401k, Public Speaking, Life Insurance
Education
University of Iowa 1987 — 1991
BA, Journalism (with honors), Russian, Political Science
Mater Dei 1983 — 1987
LPL Financial November 2011 - Present
Edward Jones July 2006 - November 2011
KATU-TV September 1998 - January 2006
WTVG February 1995 - August 1998
WHBF-TV May 1992 - January 1995
Skills
Journalism, Strategic Financial..., Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Fixed Annuities, Insurance, Investment Strategies, Asset Allocation, 401k, Public Speaking, Life Insurance
Education
University of Iowa 1987 — 1991
BA, Journalism (with honors), Russian, Political Science
Mater Dei 1983 — 1987
Carolyn Parmer's Edward Jones Experience Sr. Vice PresidentMid American Bank & TrustJune 2003 - July 2005
Job Principal at Edward Jones
Industry Financial Services
Experience
Edward Jones Sr. Vice PresidentMid American Bank & TrustJune 2003 - July 2005
INTRUST Bank July 1995 - December 1998
UMB Bank November 1988 - 1991
Education
University of Kansas School of Law 1984 — 1987
JD, Law
University of Saint Mary 1980 — 1984
Edward Jones Sr. Vice PresidentMid American Bank & TrustJune 2003 - July 2005
INTRUST Bank July 1995 - December 1998
UMB Bank November 1988 - 1991
Education
University of Kansas School of Law 1984 — 1987
JD, Law
University of Saint Mary 1980 — 1984
Prasanth Chigurupati's Edward Jones Experience August 2011 - Present
Job Sr .Programmer Analyst at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones August 2011 - Present
Motorola Solutions May 2009 - August 2011
Verizon Business September 2007 - May 2010
Skills
Hibernate, Spring, Java Enterprise Edition, Struts, Oracle, PL/SQL, Tomcat, SOA, Web Services, Agile Methodologies, Weblogic, EJB, Servlets, JMS, SDLC, Ant, SQL, JSP, Unix, Unix Shell Scripting, WebLogic, Websphere, Spring Framework
Education
Madras University 2000 — 2004
Bachelor's of Engineer
Bharatiya Vidya Bhavan 1991 — 1998
Edward Jones August 2011 - Present
Motorola Solutions May 2009 - August 2011
Verizon Business September 2007 - May 2010
Skills
Hibernate, Spring, Java Enterprise Edition, Struts, Oracle, PL/SQL, Tomcat, SOA, Web Services, Agile Methodologies, Weblogic, EJB, Servlets, JMS, SDLC, Ant, SQL, JSP, Unix, Unix Shell Scripting, WebLogic, Websphere, Spring Framework
Education
Madras University 2000 — 2004
Bachelor's of Engineer
Bharatiya Vidya Bhavan 1991 — 1998
Rhonda Bonomo's Edward Jones Experience June 2012 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Edward Jones December 2007 - May 2012
Hanauer Associates September 2005 - September 2007
Blackburn & Green May 2004 - September 2005
Education
University of Indianapolis
B. S., Business Administration
University of Indianapolis
A.S., Legal Assisting
Edward Jones June 2012 - Present
Edward Jones December 2007 - May 2012
Hanauer Associates September 2005 - September 2007
Blackburn & Green May 2004 - September 2005
Education
University of Indianapolis
B. S., Business Administration
University of Indianapolis
A.S., Legal Assisting
Grant Hickman, RICP®'s Edward Jones Experience May 2008 - July 2011
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2014 - Present
Principal Financial Group July 2011 - February 2014
Edward Jones May 2008 - July 2011
Skills
Retirement Planning, Retirement, Series 7, IRAs, Life Insurance, Insurance, 401k, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Principal Financial Group February 2014 - Present
Principal Financial Group July 2011 - February 2014
Edward Jones May 2008 - July 2011
Skills
Retirement Planning, Retirement, Series 7, IRAs, Life Insurance, Insurance, 401k, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Vijayalakshmi Nallapareddy's Edward Jones Experience November 2010 - Present
Job Sr. Programmer Analyst at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones November 2010 - Present
AT&T - Infosys Technologies Ltd. July 2004 - July 2010
Infosys Technologies Ltd. December 2003 - June 2004
Education
University of Madras 1999 — 2003
B.E
Edward Jones November 2010 - Present
AT&T - Infosys Technologies Ltd. July 2004 - July 2010
Infosys Technologies Ltd. December 2003 - June 2004
Education
University of Madras 1999 — 2003
B.E
Jeff Stotler's Edward Jones Experience April 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2006 - Present
Ritsema & Lyon 2004 - 2006
US Navy 1994 - 2001
Skills
Retirement Planning, Securities, Retirement, Wealth Management, Investment Advisory, Investments, Series 7
Education
University of Illinois College of Law 2001 — 2004
JD
University of Rhode Island - College of Business Administration 1999 — 2000
MBA
University of Michigan 1990 — 1994
BA, English and Political Science
Edward Jones April 2006 - Present
Ritsema & Lyon 2004 - 2006
US Navy 1994 - 2001
Skills
Retirement Planning, Securities, Retirement, Wealth Management, Investment Advisory, Investments, Series 7
Education
University of Illinois College of Law 2001 — 2004
JD
University of Rhode Island - College of Business Administration 1999 — 2000
MBA
University of Michigan 1990 — 1994
BA, English and Political Science
Ed Townsend's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Peninsula Nephrology, PA May 2014 - February 2015
Pilot Financial Advisors October 2014 - January 2015
B,B &T Bank August 2012 - April 2014
M&T Bank October 1996 - August 2012
bank of america February 1991 - October 1996
Bank of America March 1989 - February 1991
Wheat First Securities Inc September 1987 - March 1989
Skills
Investments, Due Diligence, Mortgage Lending, Treasury Management, Financial Services, Investment Banking, Lines Of Credit, Commercial Real Estate, Banking, Commercial Banking, Loans, Credit, Financial Analysis, Commercial Lending, Credit Analysis, Portfolio Management, Credit Risk, Strategic Planning, Finance, Risk Management, Retirement Planning, Customer Service, Financial Planning, Retirement, Insurance, Fixed Annuities
Education
University of Maryland College Park 1983 — 1987
BA, Economics
Edward Jones January 2015 - Present
Peninsula Nephrology, PA May 2014 - February 2015
Pilot Financial Advisors October 2014 - January 2015
B,B &T Bank August 2012 - April 2014
M&T Bank October 1996 - August 2012
bank of america February 1991 - October 1996
Bank of America March 1989 - February 1991
Wheat First Securities Inc September 1987 - March 1989
Skills
Investments, Due Diligence, Mortgage Lending, Treasury Management, Financial Services, Investment Banking, Lines Of Credit, Commercial Real Estate, Banking, Commercial Banking, Loans, Credit, Financial Analysis, Commercial Lending, Credit Analysis, Portfolio Management, Credit Risk, Strategic Planning, Finance, Risk Management, Retirement Planning, Customer Service, Financial Planning, Retirement, Insurance, Fixed Annuities
Education
University of Maryland College Park 1983 — 1987
BA, Economics
Carolyn Parmer's Edward Jones Experience 2003 - 2009
Job Owner at Goldilocks Solutions
Industry Individual & Family Services
Experience
Goldilocks Solutions December 2013 - Present
Edward Jones 2003 - 2009
Edward Jones Trust Company 2001 - 2005
Skills
Estate Planning, Wealth Management, Retirement Planning, Public Speaking, Community Service, Long Distance Running, Volunteer Management, Retirement, Trusts, Wealth, Estate Tax Planning, Wills, Long-term Care, Management, Team Building, Customer Service, Coaching, Leadership
Education
University of Kansas School of Law 1984 — 1987
JD, Emphasis in estate planning and business law
University of Saint Mary 1980 — 1984
BA, English and History
Conrad High School 1976 — 1980
Conrad High School
Goldilocks Solutions December 2013 - Present
Edward Jones 2003 - 2009
Edward Jones Trust Company 2001 - 2005
Skills
Estate Planning, Wealth Management, Retirement Planning, Public Speaking, Community Service, Long Distance Running, Volunteer Management, Retirement, Trusts, Wealth, Estate Tax Planning, Wills, Long-term Care, Management, Team Building, Customer Service, Coaching, Leadership
Education
University of Kansas School of Law 1984 — 1987
JD, Emphasis in estate planning and business law
University of Saint Mary 1980 — 1984
BA, English and History
Conrad High School 1976 — 1980
Conrad High School
Mike Vestle's Edward Jones Experience 2000 - 2003
Job Independent Insurance Professional
Industry Insurance
Experience
Edward Jones 2000 - 2003
Michael S. Vestle 1977 - 1996
Skills
Fixed Annuities, Long-term Care, Term Life Insurance, Disability Insurance
Education
University of Iowa 1972 — 1975
BGS, Economics, History
Edward Jones 2000 - 2003
Michael S. Vestle 1977 - 1996
Skills
Fixed Annuities, Long-term Care, Term Life Insurance, Disability Insurance
Education
University of Iowa 1972 — 1975
BGS, Economics, History
David L. Van Geffen's Edward Jones Experience January 1993 - May 1996
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James June 1996 - Present
Edward Jones January 1993 - May 1996
David L. Van Geffen CPA January 1980 - May 1996
Skills
Strategic Financial..., Finance, Mutual Funds, Investments, Retirement Planning, Accounting, Retirement, CPA, Wealth Management, Financial Advisory, Financial Analysis, Financial Services, Financial Planners, Insurance, Securities, Series 7, Investment Advisory, Series 63
Education
University of Louisiana at Lafayette 1975 — 1978
Bachelor of Science (BS), Accounting
University of Louisiana at Lafayette 1975 — 1978
Bachelor's degree, Accounting and Finance
Raymond James June 1996 - Present
Edward Jones January 1993 - May 1996
David L. Van Geffen CPA January 1980 - May 1996
Skills
Strategic Financial..., Finance, Mutual Funds, Investments, Retirement Planning, Accounting, Retirement, CPA, Wealth Management, Financial Advisory, Financial Analysis, Financial Services, Financial Planners, Insurance, Securities, Series 7, Investment Advisory, Series 63
Education
University of Louisiana at Lafayette 1975 — 1978
Bachelor of Science (BS), Accounting
University of Louisiana at Lafayette 1975 — 1978
Bachelor's degree, Accounting and Finance
Laurie Garvey's Edward Jones Experience April 2009 - April 2011
Job Quality Assurance at InforMed
Industry Health, Wellness and Fitness
Experience
Conifer Health Solutions April 2011 - Present
Edward Jones April 2009 - April 2011
Baltimore Aircoil Company 2008 - 2009
Absolute Contracting Services, Inc. March 2006 - October 2007
Big Vanilla Athletic Club 1998 - 2006
Skills
PowerPoint, Word, Customer Relations, Microsoft Office, Access, Account Management, Accounting
Education
University of Maryland Baltimore County 1981 — 1986
BA, psychology
Conifer Health Solutions April 2011 - Present
Edward Jones April 2009 - April 2011
Baltimore Aircoil Company 2008 - 2009
Absolute Contracting Services, Inc. March 2006 - October 2007
Big Vanilla Athletic Club 1998 - 2006
Skills
PowerPoint, Word, Customer Relations, Microsoft Office, Access, Account Management, Accounting
Education
University of Maryland Baltimore County 1981 — 1986
BA, psychology
Rori Lawson Church's Edward Jones Experience Budget AnalystQinetiQ North AmericaApril 2009 - Present
Job Budget Analyst at QinetiQ North America
Industry Financial Services
Experience
Edward Jones Budget AnalystQinetiQ North AmericaApril 2009 - Present
Education
University of Mary Washington 2002 — 2006
BS, Business Administration
Edward Jones Budget AnalystQinetiQ North AmericaApril 2009 - Present
Education
University of Mary Washington 2002 — 2006
BS, Business Administration
Aaron Ogea's Edward Jones Experience May 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Investment Advisory, Series 7, Wealth Management, Retirement, Mutual Funds, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63, Stocks, Bonds
Education
University of Louisiana at Lafayette 1997 — 2002
Bachelor's degree, Business
Edward Jones May 2002 - Present
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Investment Advisory, Series 7, Wealth Management, Retirement, Mutual Funds, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63, Stocks, Bonds
Education
University of Louisiana at Lafayette 1997 — 2002
Bachelor's degree, Business
Kevin Eden, MBA's Edward Jones Experience November 2008 - September 2009
Job Accountant at Portland Community College
Industry Higher Education
Experience
Portland Community College March 2010 - Present
Edward Jones November 2008 - September 2009
Intel Corporation 1992 - 2002
Skills
Financial Reporting, Accounting, QuickBooks, Budgets, Financial Analysis
Education
University of Oregon 1991 — 1993
MBA, Oregon Executive MBA - Management
University of Iowa - Henry B. Tippie College of Business 1979 — 1983
BBA, Accounting
Portland Community College March 2010 - Present
Edward Jones November 2008 - September 2009
Intel Corporation 1992 - 2002
Skills
Financial Reporting, Accounting, QuickBooks, Budgets, Financial Analysis
Education
University of Oregon 1991 — 1993
MBA, Oregon Executive MBA - Management
University of Iowa - Henry B. Tippie College of Business 1979 — 1983
BBA, Accounting
Mark Havard's Edward Jones Experience December 2014 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Edward Jones March 2013 - November 2014
Edward Jones June 2011 - February 2013
Edward Jones August 2005 - May 2010
Education
University of Iowa 2000 — 2004
Edward Jones December 2014 - Present
Edward Jones March 2013 - November 2014
Edward Jones June 2011 - February 2013
Edward Jones August 2005 - May 2010
Education
University of Iowa 2000 — 2004
Judy Vazquez's Edward Jones Experience June 2003 - October 2004
Job
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2014 - Present
JPMorgan Securities LLC June 2011 - Present
J.P. Morgan January 2005 - May 2011
Edward Jones June 2003 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business
J.P. Morgan Private Bank October 2014 - Present
JPMorgan Securities LLC June 2011 - Present
J.P. Morgan January 2005 - May 2011
Edward Jones June 2003 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business
Winfield Nash's Edward Jones Experience October 2000 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
Strategic Wealth Management Group May 2005 - April 2009
Edward Jones October 2000 - January 2005
Bernard Haldane January 1998 - January 2000
State of Wisconsin January 1991 - January 1998
General Exhibits and Displays November 1984 - July 1990
Proto Grafix September 1983 - November 1984
Thornton Community College July 1976 - June 1983
Education
University of Iowa
Masters of Fine Art
University of Iowa
Masters of Art
Southern Illinois University
Bachelor of Science, Communications
Strategic Wealth Management Group May 2005 - April 2009
Edward Jones October 2000 - January 2005
Bernard Haldane January 1998 - January 2000
State of Wisconsin January 1991 - January 1998
General Exhibits and Displays November 1984 - July 1990
Proto Grafix September 1983 - November 1984
Thornton Community College July 1976 - June 1983
Education
University of Iowa
Masters of Fine Art
University of Iowa
Masters of Art
Southern Illinois University
Bachelor of Science, Communications
Greg Kyles, AAMS ®'s Edward Jones Experience September 2009 - January 2011
Job Private Wealth Advisor
Industry Financial Services
Experience
Atlas Wealth Management February 2015 - Present
Compass Financial Group of Raymond James May 2012 - July 2014
John Hancock Retirement Plan Services September 2011 - February 2012
Edward Jones September 2009 - January 2011
Claymore Securities 2005 - 2009
Van Kampen Investments 1999 - 2005
Skills
401k, Retirement Plan..., 401k Rollovers, Annuities, Mutual Funds, Public Speaking, Consultative Selling, Portfolio Optimization
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Marketing, Management Information Systems
Atlas Wealth Management February 2015 - Present
Compass Financial Group of Raymond James May 2012 - July 2014
John Hancock Retirement Plan Services September 2011 - February 2012
Edward Jones September 2009 - January 2011
Claymore Securities 2005 - 2009
Van Kampen Investments 1999 - 2005
Skills
401k, Retirement Plan..., 401k Rollovers, Annuities, Mutual Funds, Public Speaking, Consultative Selling, Portfolio Optimization
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Marketing, Management Information Systems
Doug Curtis Jr's Edward Jones Experience December 1995 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1995 - Present
US Army May 1977 - June 2007
Skills
Financial Analysis, Risk Management, Public Speaking, Insurance, Life Insurance, Credit, Policy, Management, Leadership, Banking, Marketing Strategy, Strategic Planning, Small Business, Mortgage Lending, Budgets
Education
United States Army War College 1999 — 2001
Masters, Defense Studies
University of Southern California 1977 — 1980
Masters, Public Administration
University of Maine 1973 — 1977
Bachelor of Arts, Journalism and Political Science
Edward Jones December 1995 - Present
US Army May 1977 - June 2007
Skills
Financial Analysis, Risk Management, Public Speaking, Insurance, Life Insurance, Credit, Policy, Management, Leadership, Banking, Marketing Strategy, Strategic Planning, Small Business, Mortgage Lending, Budgets
Education
United States Army War College 1999 — 2001
Masters, Defense Studies
University of Southern California 1977 — 1980
Masters, Public Administration
University of Maine 1973 — 1977
Bachelor of Arts, Journalism and Political Science
Belgi Augustine's Edward Jones Experience June 1995 - September 1996
Job Consultant, Software Engineering at MasterCard
Industry Financial Services
Experience
MasterCard August 2015 - Present
Vanliner Insurance Company July 2010 - August 2015
UniGroup, Inc February 2003 - June 2010
General American Life Insurance December 1996 - January 2003
Spherion Technology (Formerly Interim Technology) December 1996 - January 2003
Larsen & Toubro Limited September 1991 - November 1996
Edward Jones June 1995 - September 1996
Target June 1994 - May 1995
Skills
Java, SQL, Eclipse, Spring, Hibernate, DB2, Software Development, SOA, Web Services, Java Enterprise Edition, Struts, JUnit, AngularJS, JSP, Git, Gradle, Jenkins, Java Enterprise..., JEE EJB, JavaScript, Microsoft SQL Server, HTML, Servlets, RAD, Apache Velocity, IBM Mainframe, JPA, RESTful WebServices, SOAP, EJB, Weblogic, Ant
Education
University of Kerala 1986 — 1990
B. Tech., Computer Science & Engineering
MasterCard August 2015 - Present
Vanliner Insurance Company July 2010 - August 2015
UniGroup, Inc February 2003 - June 2010
General American Life Insurance December 1996 - January 2003
Spherion Technology (Formerly Interim Technology) December 1996 - January 2003
Larsen & Toubro Limited September 1991 - November 1996
Edward Jones June 1995 - September 1996
Target June 1994 - May 1995
Skills
Java, SQL, Eclipse, Spring, Hibernate, DB2, Software Development, SOA, Web Services, Java Enterprise Edition, Struts, JUnit, AngularJS, JSP, Git, Gradle, Jenkins, Java Enterprise..., JEE EJB, JavaScript, Microsoft SQL Server, HTML, Servlets, RAD, Apache Velocity, IBM Mainframe, JPA, RESTful WebServices, SOAP, EJB, Weblogic, Ant
Education
University of Kerala 1986 — 1990
B. Tech., Computer Science & Engineering
Jay Groves's Edward Jones Experience December 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1999 - Present
Education
University of Louisville 1987 — 1992
BS, Finance
Edward Jones December 1999 - Present
Education
University of Louisville 1987 — 1992
BS, Finance
Marvin Marshbanks's Edward Jones Experience 2005 - 2008
Job Investment Executive at FNB Investment Services
Industry Financial Services
Experience
FNB Investment Services December 2008 - Present
Edward Jones 2005 - 2008
Small business owner 1975 - 2005
Education
University of Kentucky
Bachelor of Business Administration (BBA)
FNB Investment Services December 2008 - Present
Edward Jones 2005 - 2008
Small business owner 1975 - 2005
Education
University of Kentucky
Bachelor of Business Administration (BBA)
Anne-Marie Greyling's Edward Jones Experience August 2000 - July 2004
Job Financial Security Advisor at GWF Financial and Estate Planning Ltd
Industry Financial Services
Experience
GWF Financial and Estate Planning Ltd August 2009 - Present
The Edge Benefits 2006 - 2014
BNI Excellence 2013 - 2013
Desjardins Financial Security Independent Network August 2004 - July 2009
Edward Jones August 2000 - July 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Mutual Funds, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities
Education
University of Johannesburg
Bachelor of Commerce (B.Com.) Honnors in Economics, Banking, Corporate, Finance and Economics
University of South-Africa
B.Comm Honnors in Economics, Capital Markets, Internatinal Economics
GWF Financial and Estate Planning Ltd August 2009 - Present
The Edge Benefits 2006 - 2014
BNI Excellence 2013 - 2013
Desjardins Financial Security Independent Network August 2004 - July 2009
Edward Jones August 2000 - July 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Mutual Funds, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities
Education
University of Johannesburg
Bachelor of Commerce (B.Com.) Honnors in Economics, Banking, Corporate, Finance and Economics
University of South-Africa
B.Comm Honnors in Economics, Capital Markets, Internatinal Economics
Jon Herold's Edward Jones Experience November 2008 - October 2011
Job High Net Worth Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard November 2011 - August 2012
Edward Jones November 2008 - October 2011
Riverside Casino & Golf Resort May 2006 - June 2008
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Mutual Funds, Financial Services, Customer Service, Investments, Equities, Investment Advisory, Retirement, Finance, Series 7, Series 63, Asset Allocation, Asset Management, Process Improvement, Vendor Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
BBA, Marketing, Management, International Business
Vanguard August 2012 - Present
Vanguard November 2011 - August 2012
Edward Jones November 2008 - October 2011
Riverside Casino & Golf Resort May 2006 - June 2008
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Mutual Funds, Financial Services, Customer Service, Investments, Equities, Investment Advisory, Retirement, Finance, Series 7, Series 63, Asset Allocation, Asset Management, Process Improvement, Vendor Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
BBA, Marketing, Management, International Business
Tony Itoyah's Edward Jones Experience April 2010 - August 2010
Job Owner,Agent,Broker and Registered Representative at Farmers Insurance and Financial Services,Tony Itoyah Agency
Industry Financial Services
Experience
Farmers Insurance and Financial Services,Tony Itoyah Agency September 2015 - Present
Reliable Haven Healthcare Services LLC. September 2015 - Present
Hayoti Strategies LLC September 2015 - Present
Global Business Facilitation Services August 2010 - Present
J.P.Morgan Securities LLC. July 2014 - July 2015
Edward Jones April 2010 - August 2010
Global Trade House Group January 2001 - December 2009
De Smet Group March 1992 - January 2001
Extraction Systems & Commodity Services Limited 1987 - 1992
Vineyard Finance & Securities Co. Ltd. 1984 - 1987
Skills
Uniform Combined State..., Retirement Planning, Investment Advisory, Saving for Education, Portfolio Management, Retirement, Wealth Accumulation, 401k Rollovers, Risk Management, Strategic Planning, Feasibility Studies &..., Investment Analysis, New Business Development, International Trade, Procurement, Sales & Marketing, Customer Service &..., Finance, Credit Analysis, International Contracts, Alternative Dispute..., Valuation, Management Consulting, Business Development, Strategy, Business Strategy, Business Planning, Management, Leadership, Change Management, Financial Modeling, Consulting, Investments, Project Management, Analysis, Mergers & Acquisitions, Executive Management, Negotiation, Financial Risk, Project Planning, Banking, Financial Analysis, Corporate Finance, Due Diligence, Marketing Strategy, Start-ups, Marketing, Entrepreneurship, Restructuring, Program Management
Education
University of Lagos 1979 — 1982
Finance
Churchill College Cambridge 1992 — 1992
International Trade
FGC Warri, Nigeria 1975 — 1979
Farmers Insurance and Financial Services,Tony Itoyah Agency September 2015 - Present
Reliable Haven Healthcare Services LLC. September 2015 - Present
Hayoti Strategies LLC September 2015 - Present
Global Business Facilitation Services August 2010 - Present
J.P.Morgan Securities LLC. July 2014 - July 2015
Edward Jones April 2010 - August 2010
Global Trade House Group January 2001 - December 2009
De Smet Group March 1992 - January 2001
Extraction Systems & Commodity Services Limited 1987 - 1992
Vineyard Finance & Securities Co. Ltd. 1984 - 1987
Skills
Uniform Combined State..., Retirement Planning, Investment Advisory, Saving for Education, Portfolio Management, Retirement, Wealth Accumulation, 401k Rollovers, Risk Management, Strategic Planning, Feasibility Studies &..., Investment Analysis, New Business Development, International Trade, Procurement, Sales & Marketing, Customer Service &..., Finance, Credit Analysis, International Contracts, Alternative Dispute..., Valuation, Management Consulting, Business Development, Strategy, Business Strategy, Business Planning, Management, Leadership, Change Management, Financial Modeling, Consulting, Investments, Project Management, Analysis, Mergers & Acquisitions, Executive Management, Negotiation, Financial Risk, Project Planning, Banking, Financial Analysis, Corporate Finance, Due Diligence, Marketing Strategy, Start-ups, Marketing, Entrepreneurship, Restructuring, Program Management
Education
University of Lagos 1979 — 1982
Finance
Churchill College Cambridge 1992 — 1992
International Trade
FGC Warri, Nigeria 1975 — 1979
Ben T. Domingue's Edward Jones Experience December 1998 - April 2004
Job Senior Vice President Wealth Management, Sr. Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2004 - Present
Edward Jones December 1998 - April 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Wealth Preservation, Wealth Transfer, Financial Advisory, Investment Advisory, Retirement Income, Asset Management, Investment Strategies, Long-term Care, Charitable Giving, Investments
Education
University of Louisiana at Lafayette
Church Point High School
Gulf Coast Community College
UBS January 2004 - Present
Edward Jones December 1998 - April 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Wealth Preservation, Wealth Transfer, Financial Advisory, Investment Advisory, Retirement Income, Asset Management, Investment Strategies, Long-term Care, Charitable Giving, Investments
Education
University of Louisiana at Lafayette
Church Point High School
Gulf Coast Community College
Jeff St.Laurent's Edward Jones Experience November 2003 - November 2005
Job AVP/Loan Officer Saco & Biddeford Savings
Industry Banking
Experience
Saco & Biddeford Savings Institution November 2006 - Present
Key Investment Services November 2005 - November 2006
Edward Jones November 2003 - November 2005
Skills
Loans, Mortgage Lending, Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Financial Analysis, Underwriting, Consumer Lending, Finance, Investments, First Time Home Buyers, Loan Origination, Sales, Credit Analysis
Education
University of Maine 1989 — 1993
Bachelor of Arts (BA), Zoology
Saco & Biddeford Savings Institution November 2006 - Present
Key Investment Services November 2005 - November 2006
Edward Jones November 2003 - November 2005
Skills
Loans, Mortgage Lending, Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Financial Analysis, Underwriting, Consumer Lending, Finance, Investments, First Time Home Buyers, Loan Origination, Sales, Credit Analysis
Education
University of Maine 1989 — 1993
Bachelor of Arts (BA), Zoology
Jayesh Kuttappan's Edward Jones Experience November 2009 - September 2013
Job Mainframe Professional
Industry Investment Banking
Experience
Principal Financial Group September 2013 - Present
Edward Jones November 2009 - September 2013
Fidelity International September 2009 - November 2010
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, Oracle, Agile Methodologies, SOA, Software Project..., Project Management, Unix
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
University of Madras
Bachelor of Engineering (BEng), Computer Science
Principal Financial Group September 2013 - Present
Edward Jones November 2009 - September 2013
Fidelity International September 2009 - November 2010
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, Oracle, Agile Methodologies, SOA, Software Project..., Project Management, Unix
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
University of Madras
Bachelor of Engineering (BEng), Computer Science
Barry Uze's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Strategic Planning, Investments, Wealth Management, Mutual Funds, Public Speaking, Retirement Planning, Finance, Insurance, Marketing, Management
Education
University of Louisiana at Lafayette 1981 — 1984
BSBA, Economics
Hanson
Edward Jones
Skills
Strategic Planning, Investments, Wealth Management, Mutual Funds, Public Speaking, Retirement Planning, Finance, Insurance, Marketing, Management
Education
University of Louisiana at Lafayette 1981 — 1984
BSBA, Economics
Hanson
Christian Foster's Edward Jones Experience April 2008 - May 2011
Job Experienced Financial Adviser and Entrepreneur
Industry Financial Services
Experience
Foster Transportation September 2012 - March 2013
Edward Jones April 2008 - May 2011
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Planning, Retirement, Sales, Employee Training, Home Remodeling, Project Estimation, Foreign Languages, Life Insurance, Microsoft Excel, Microsoft Word, Xactimate, Teamwork, Financial Analysis, Sales Presentations, Freight Brokerage
Education
University of Alabama 2000 — 2004
Bachelor of Science (BS), International Finance and German Language
Universität Mannheim 2003 — 2004
Bachelor of Science (BS), German Language
University of Klagenfurt 2001 — 2001
Undergraduate semester, German Language and Literature, Summer Semester
Foster Transportation September 2012 - March 2013
Edward Jones April 2008 - May 2011
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Planning, Retirement, Sales, Employee Training, Home Remodeling, Project Estimation, Foreign Languages, Life Insurance, Microsoft Excel, Microsoft Word, Xactimate, Teamwork, Financial Analysis, Sales Presentations, Freight Brokerage
Education
University of Alabama 2000 — 2004
Bachelor of Science (BS), International Finance and German Language
Universität Mannheim 2003 — 2004
Bachelor of Science (BS), German Language
University of Klagenfurt 2001 — 2001
Undergraduate semester, German Language and Literature, Summer Semester
Michelle Hopkins's Edward Jones Experience February 2001 - March 2006
Job Owner a la Meaux Unique Treasures
Industry Retail
Experience
Hopkins Energy January 2013 - Present
a' la Meaux December 2010 - January 2013
Edward Jones February 2001 - March 2006
Skills
Administrative..., Customer Service, Marketing, Office Management, Sales, Retail, Payroll, QuickBooks, Outlook, Team Building
Education
Notre Dame High School 1975 — 1978
University of Louisiana at Lafayette
Hopkins Energy January 2013 - Present
a' la Meaux December 2010 - January 2013
Edward Jones February 2001 - March 2006
Skills
Administrative..., Customer Service, Marketing, Office Management, Sales, Retail, Payroll, QuickBooks, Outlook, Team Building
Education
Notre Dame High School 1975 — 1978
University of Louisiana at Lafayette
David Pacha's Edward Jones Experience August 2010 - July 2011
Job programmer analyst sr at TSYS
Industry Financial Services
Experience
TSYS August 2013 - Present
State of Missouri August 2011 - August 2013
Edward Jones August 2010 - July 2011
DST Systems January 2001 - July 2010
CitiStreet May 2000 - January 2001
Computer Associates(contract to BCBS of FL) April 1996 - September 1999
Deutsche Financial Services March 1995 - November 1995
MCDONNELL DOUGLAS HELICOPTER COMPANY January 1981 - July 1990
Skills
SDLC, COBOL, DB2, JCL, CICS, Software Documentation, TSO, Requirements Gathering, Testing, MVS, Business Analysis, IBM Mainframe, Easytrieve, Analysis, Syncsort
Education
Indian Hills JC
AAS, Computer Programmer/Analyst
University of Iowa
BA, political science, economics
TSYS August 2013 - Present
State of Missouri August 2011 - August 2013
Edward Jones August 2010 - July 2011
DST Systems January 2001 - July 2010
CitiStreet May 2000 - January 2001
Computer Associates(contract to BCBS of FL) April 1996 - September 1999
Deutsche Financial Services March 1995 - November 1995
MCDONNELL DOUGLAS HELICOPTER COMPANY January 1981 - July 1990
Skills
SDLC, COBOL, DB2, JCL, CICS, Software Documentation, TSO, Requirements Gathering, Testing, MVS, Business Analysis, IBM Mainframe, Easytrieve, Analysis, Syncsort
Education
Indian Hills JC
AAS, Computer Programmer/Analyst
University of Iowa
BA, political science, economics
Louise B. Tardie's Edward Jones Experience January 2011 - June 2011
Job Employee Benefits Account Manager at Willis
Industry Insurance
Experience
Willis June 2011 - Present
Edward Jones January 2011 - June 2011
Aroostook Mental Health Services, Inc. May 2010 - January 2011
Training & Development Corporation June 1993 - April 2009
Skills
Benefits Administration
Education
University of Maine
Criminal Justice
Willis June 2011 - Present
Edward Jones January 2011 - June 2011
Aroostook Mental Health Services, Inc. May 2010 - January 2011
Training & Development Corporation June 1993 - April 2009
Skills
Benefits Administration
Education
University of Maine
Criminal Justice
John Pullaro's Edward Jones Experience July 2002 - November 2005
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T November 2005 - Present
Edward Jones July 2002 - November 2005
Merrill Lynch June 2000 - July 2002
Skills
Portfolio Management, Series 7, Investments, Banking, Retirement Planning, Series 63, Asset Allocation, Strategic Financial..., Mutual Funds, Credit, Investment Advisory, Loans, Retail Banking, Financial Analysis, Asset Management, Investment Strategies, Mortgage Lending, Equities, Commercial Lending, Retirement
Education
University of Maryland College Park 1988 — 1993
Bachelor's degree, Business Administration and Management, General
Franklin Delano Roosevelt High School 1984 — 1988
BB&T November 2005 - Present
Edward Jones July 2002 - November 2005
Merrill Lynch June 2000 - July 2002
Skills
Portfolio Management, Series 7, Investments, Banking, Retirement Planning, Series 63, Asset Allocation, Strategic Financial..., Mutual Funds, Credit, Investment Advisory, Loans, Retail Banking, Financial Analysis, Asset Management, Investment Strategies, Mortgage Lending, Equities, Commercial Lending, Retirement
Education
University of Maryland College Park 1988 — 1993
Bachelor's degree, Business Administration and Management, General
Franklin Delano Roosevelt High School 1984 — 1988
Travis Cuzick's Edward Jones Experience May 2008 - August 2008
Job Business Intelligence Analyst
Industry Banking
Experience
JP Morgan Chase May 2011 - Present
JPMorgan Chase August 2010 - May 2011
JPMorgan Chase April 2010 - August 2010
Charter Communications September 2008 - April 2010
Edward Jones May 2008 - August 2008
Amazon June 2005 - May 2008
Skills
Data Mining, Data Analysis, Business Modeling, Report Writing, SQL, VBA, Access, Essbase, Pivot Tables, Excel, VBScript, Process Improvement, Training & Development, SDLC, Microsoft Excel, Call Centers, Visio, Quality Assurance, Business Analysis, Project Management, Software Documentation, Program Management, Systems Analysis, Operations Management, Team Leadership, Requirements Gathering, Analytics, Databases
Education
Free Code Camp 2015 — 2017
Full Stack Web Development, Computer Software Engineering
University of Kentucky 2003 — 2008
Political Science
JP Morgan Chase May 2011 - Present
JPMorgan Chase August 2010 - May 2011
JPMorgan Chase April 2010 - August 2010
Charter Communications September 2008 - April 2010
Edward Jones May 2008 - August 2008
Amazon June 2005 - May 2008
Skills
Data Mining, Data Analysis, Business Modeling, Report Writing, SQL, VBA, Access, Essbase, Pivot Tables, Excel, VBScript, Process Improvement, Training & Development, SDLC, Microsoft Excel, Call Centers, Visio, Quality Assurance, Business Analysis, Project Management, Software Documentation, Program Management, Systems Analysis, Operations Management, Team Leadership, Requirements Gathering, Analytics, Databases
Education
Free Code Camp 2015 — 2017
Full Stack Web Development, Computer Software Engineering
University of Kentucky 2003 — 2008
Political Science
Sarah Treash's Edward Jones Experience May 2008 - October 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Terre Haute Savings Bank August 2014 - Present
Alorica February 2014 - July 2014
Lowe's Home Improvement October 2011 - February 2014
Edward Jones May 2008 - October 2011
University of Indianapolis September 2008 - May 2011
Walmart May 2006 - August 2009
Skills
Windows 7, Troubleshooting, Visio, XP, Microsoft Office, System Administration, SQL, Windows, HTML, Customer Service, Software Documentation, Databases, Networking, Technical Support, Business Analysis
Education
Ivy Tech Community College-Wabash Valley 2014 — 2014
A+ certification
University of Indianapolis - School of Business 2007 — 2011
Bachelor of Science, Information Systems
Terre Haute Savings Bank August 2014 - Present
Alorica February 2014 - July 2014
Lowe's Home Improvement October 2011 - February 2014
Edward Jones May 2008 - October 2011
University of Indianapolis September 2008 - May 2011
Walmart May 2006 - August 2009
Skills
Windows 7, Troubleshooting, Visio, XP, Microsoft Office, System Administration, SQL, Windows, HTML, Customer Service, Software Documentation, Databases, Networking, Technical Support, Business Analysis
Education
Ivy Tech Community College-Wabash Valley 2014 — 2014
A+ certification
University of Indianapolis - School of Business 2007 — 2011
Bachelor of Science, Information Systems
Quinn Rondeau's Edward Jones Experience July 2006 - December 2007
Job General Manager at Jodale Perry
Industry Management Consulting
Experience
Jodale Perry January 2015 - Present
Q Solutions June 2014 - January 2015
Wel-Can Welding & Fabrication January 2012 - March 2013
Westridge Cabinets December 2007 - January 2012
Edward Jones July 2006 - December 2007
Jodale Perry June 2005 - July 2006
Agricore United 2003 - 2005
Education
Certified Management Accountant 2009 — 2012
CMA, Strategic Leadership Program
University of Manitoba 1999 — 2004
Bachelor of Commerce (Hons.), Finance & Aboriginal Business
St. John's-Ravenscourt School 1994 — 1999
Jodale Perry January 2015 - Present
Q Solutions June 2014 - January 2015
Wel-Can Welding & Fabrication January 2012 - March 2013
Westridge Cabinets December 2007 - January 2012
Edward Jones July 2006 - December 2007
Jodale Perry June 2005 - July 2006
Agricore United 2003 - 2005
Education
Certified Management Accountant 2009 — 2012
CMA, Strategic Leadership Program
University of Manitoba 1999 — 2004
Bachelor of Commerce (Hons.), Finance & Aboriginal Business
St. John's-Ravenscourt School 1994 — 1999
Serena Thomson's Edward Jones Experience October 2010 - September 2011
Job Administrator/Coordinator
Industry Financial Services
Experience
Edward Jones October 2010 - September 2011
T. Rowe Price May 2007 - May 2010
CoStar Group Inc February 2005 - December 2006
M&T Bank July 2002 - January 2005
Lord and Taylor February 2000 - September 2002
Skills
Typing, Microsoft Office, Internet, Excel, PowerPoint, Outlook, Customer Service, Administrative Support, Administration, Data Entry, Customer Relations, Word, Access, Research, Scheduling, Problem Solving, Writing, Teamwork, Spreadsheets, Telephone Skills, Photoshop, Event Planning, English, Documentation, Editing, Windows, Fax, Office Management, Inventory Management, Event Management, Social Media
Education
University of Maryland Baltimore County 1992 — 1997
History
C. Milton Wright High School 1988 — 1992
High School Diploma
Edward Jones October 2010 - September 2011
T. Rowe Price May 2007 - May 2010
CoStar Group Inc February 2005 - December 2006
M&T Bank July 2002 - January 2005
Lord and Taylor February 2000 - September 2002
Skills
Typing, Microsoft Office, Internet, Excel, PowerPoint, Outlook, Customer Service, Administrative Support, Administration, Data Entry, Customer Relations, Word, Access, Research, Scheduling, Problem Solving, Writing, Teamwork, Spreadsheets, Telephone Skills, Photoshop, Event Planning, English, Documentation, Editing, Windows, Fax, Office Management, Inventory Management, Event Management, Social Media
Education
University of Maryland Baltimore County 1992 — 1997
History
C. Milton Wright High School 1988 — 1992
High School Diploma
Melody Chaney, CFP's Edward Jones Experience October 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2001 - Present
Jane Todd Crawford Hospital May 1999 - April 2001
Alliant Management Services May 1989 - April 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Wealth Accumulation, Retirement
Education
University of Kentucky 1984 — 1987
Bachelor of Science (BS), Accounting
Cambellsville University
Edward Jones October 2001 - Present
Jane Todd Crawford Hospital May 1999 - April 2001
Alliant Management Services May 1989 - April 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Wealth Accumulation, Retirement
Education
University of Kentucky 1984 — 1987
Bachelor of Science (BS), Accounting
Cambellsville University
Lindsey Sharpe's Edward Jones Experience December 2006 - June 2010
Job ThirtyOne Independent Consultant at ThirtyOne Gifts
Industry Consumer Goods
Experience
Thirty-One Gifts February 2012 - Present
Edward Jones December 2006 - June 2010
Education
University of Mary-Hardin Baylor 2005 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Thirty-One Gifts February 2012 - Present
Edward Jones December 2006 - June 2010
Education
University of Mary-Hardin Baylor 2005 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Ryan Koller's Edward Jones Experience 1999 - 2001
Job Real Estate, Developer, Project Management, Financial Management
Industry Real Estate
Experience
Koller Enterprises, LLC, Real estate January 2008 - Present
Central State Investment Services July 2013 - January 2015
Mid-Prairie School District 2011 - July 2014
A.G. Edwards 2004 - 2007
HON Industries June 2003 - August 2003
Edward Jones 1999 - 2001
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
Master of Business Administration (MBA), Finance, Accounting
Western Illinois University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Koller Enterprises, LLC, Real estate January 2008 - Present
Central State Investment Services July 2013 - January 2015
Mid-Prairie School District 2011 - July 2014
A.G. Edwards 2004 - 2007
HON Industries June 2003 - August 2003
Edward Jones 1999 - 2001
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
Master of Business Administration (MBA), Finance, Accounting
Western Illinois University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Alicia Gutshall's Edward Jones Experience January 2013 - Present
Job
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching
Education
Mary Washington College
Edward Jones January 2013 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching
Education
Mary Washington College
Glenn Duncklee's Edward Jones Experience February 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2002 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Portfolio Management, Series 63, Investment Strategies, Estate Planning
Education
University of Maine 1983 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones February 2002 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Portfolio Management, Series 63, Investment Strategies, Estate Planning
Education
University of Maine 1983 — 1986
Bachelor of Science (BS), Business Administration and Management, General
David Keeney's Edward Jones Experience January 2000 - January 2002
Job Sales Growth and Customer Satisfaction Expert
Industry Retail
Experience
Best Buy 2010 - Present
Wells Fargo November 2005 - May 2008
Edward Jones January 2000 - January 2002
Grainger August 1992 - January 2000
Skills
Territory Mgmt, Outside Sales, B2B, World Class Customer..., Strategy, Problem Solving, Industrial Goods, Financial Services, Commercial Leasing, Consumer Electronics, Home Appliances, Home Improvement, Credit, Sales Force Development, Call Centers
Education
University of Iowa 1990 — 1991
Master of Business Administration (MBA), Law Emphasis
University of Iowa 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Marketing
Best Buy 2010 - Present
Wells Fargo November 2005 - May 2008
Edward Jones January 2000 - January 2002
Grainger August 1992 - January 2000
Skills
Territory Mgmt, Outside Sales, B2B, World Class Customer..., Strategy, Problem Solving, Industrial Goods, Financial Services, Commercial Leasing, Consumer Electronics, Home Appliances, Home Improvement, Credit, Sales Force Development, Call Centers
Education
University of Iowa 1990 — 1991
Master of Business Administration (MBA), Law Emphasis
University of Iowa 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Marketing
J.V. Ciaravino's Edward Jones Experience November 2000 - Present
Job Service Representative at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2000 - Present
Skills
Investments
Education
University of Louisville 1962 — 1964
Fine/Studio Arts, General
Edward Jones November 2000 - Present
Skills
Investments
Education
University of Louisville 1962 — 1964
Fine/Studio Arts, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation