Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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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
Ben Becker Ben Becker's Edward Jones Experience April 2012 - May 2013
Job Financial Analyst at Nuance Investments, LLC
Industry Investment Management
Experience
Nuance Investments, LLC January 2015 - Present
Shelter Insurance Companies May 2013 - January 2015
Edward Jones April 2012 - May 2013
Edward Jones May 2012 - August 2012
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Bloomberg Terminal, Finance, Event Planning, InDesign, Event Management, Social Media Marketing, Data Analysis, Marketing, Creative Writing, Mac, Sales, Blogger, Budgets, Investments, PowerPoint, Public Speaking, Networking
Education
University of Missouri-Columbia 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 1st Year
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS), Finance, Banking, and Economics
Westminster Christian Academy 2006 — 2009
Nuance Investments, LLC January 2015 - Present
Shelter Insurance Companies May 2013 - January 2015
Edward Jones April 2012 - May 2013
Edward Jones May 2012 - August 2012
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Bloomberg Terminal, Finance, Event Planning, InDesign, Event Management, Social Media Marketing, Data Analysis, Marketing, Creative Writing, Mac, Sales, Blogger, Budgets, Investments, PowerPoint, Public Speaking, Networking
Education
University of Missouri-Columbia 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 1st Year
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS), Finance, Banking, and Economics
Westminster Christian Academy 2006 — 2009
Jeremy Sammons Jeremy Sammons's Edward Jones Experience January 2014 - Present
Job Financial Adviser
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Southwestern Company May 2010 - Present
Sears, Roebuck and Co. October 2009 - December 2011
Skills
Time Management, Sales, Customer Service, Microsoft Word, Management, Direct Sales, Training, Leadership, Teamwork, Cold Calling, Recruiting, Marketing, Account Management, Microsoft Office, PowerPoint, Public Speaking, Social Networking
Education
Marshall Senior High
University of Minnesota-Duluth
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Edward Jones January 2014 - Present
Southwestern Company May 2010 - Present
Sears, Roebuck and Co. October 2009 - December 2011
Skills
Time Management, Sales, Customer Service, Microsoft Word, Management, Direct Sales, Training, Leadership, Teamwork, Cold Calling, Recruiting, Marketing, Account Management, Microsoft Office, PowerPoint, Public Speaking, Social Networking
Education
Marshall Senior High
University of Minnesota-Duluth
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Kayla Benjamin's Edward Jones Experience April 2014 - December 2014
Job Client Service Representative
Industry Financial Services
Experience
Curian Capital March 2015 - Present
Edward Jones April 2014 - December 2014
The WhiteWave Foods Company April 2013 - April 2014
Lakeshore Talent Community October 2012 - May 2013
Liberty Tax Service January 2013 - April 2013
Fundraising June 2012 - August 2012
Denver Center for International Studies July 2011 - June 2012
Aurora Public Schools August 2011 - December 2011
Skills
Tutoring
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Curian Capital March 2015 - Present
Edward Jones April 2014 - December 2014
The WhiteWave Foods Company April 2013 - April 2014
Lakeshore Talent Community October 2012 - May 2013
Liberty Tax Service January 2013 - April 2013
Fundraising June 2012 - August 2012
Denver Center for International Studies July 2011 - June 2012
Aurora Public Schools August 2011 - December 2011
Skills
Tutoring
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Amir Demeisi Amir Demeisi's Edward Jones Experience June 2014 - August 2014
Job Credit Intern at Monsanto Company
Industry Financial Services
Experience
Monsanto Company May 2015 - Present
University of Missouri Student Success Center February 2015 - Present
Trulaske College of Business University of Missouri September 2014 - Present
Edward Jones June 2014 - August 2014
Job Point January 2014 - May 2014
Skills
Finance, Leadership, Foreign Languages, Networking, Time Management, Investments, Management, Student Recruiting, Customer Service, Organization, Microsoft Excel, Strategic Financial..., Sales, Corporate Finance, Credit Analysis
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Dual Emphasis in Finance and Banking, 3.63/4.00
Monsanto Company May 2015 - Present
University of Missouri Student Success Center February 2015 - Present
Trulaske College of Business University of Missouri September 2014 - Present
Edward Jones June 2014 - August 2014
Job Point January 2014 - May 2014
Skills
Finance, Leadership, Foreign Languages, Networking, Time Management, Investments, Management, Student Recruiting, Customer Service, Organization, Microsoft Excel, Strategic Financial..., Sales, Corporate Finance, Credit Analysis
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Dual Emphasis in Finance and Banking, 3.63/4.00
Andrew Kummerfeld Andrew Kummerfeld's Edward Jones Experience June 2009 - November 2009
Job Owner at Kummerfeld Homes
Industry Real Estate
Experience
Kummerfeld Homes March 2011 - Present
RE/MAX Boone Realty June 2014 - Present
Upland Investment Group December 2009 - Present
Edward Jones June 2009 - November 2009
Skills
Real Estate, Negotiation, Finance, Data Analysis, Microsoft Office, Investment Properties, PowerPoint
Education
University of Missouri-Columbia 2012 — 2013
Master of Business Administration (MBA), Finance, 3.9/4.0
University of Missouri-Columbia
BS, Agribusiness Management
Kummerfeld Homes March 2011 - Present
RE/MAX Boone Realty June 2014 - Present
Upland Investment Group December 2009 - Present
Edward Jones June 2009 - November 2009
Skills
Real Estate, Negotiation, Finance, Data Analysis, Microsoft Office, Investment Properties, PowerPoint
Education
University of Missouri-Columbia 2012 — 2013
Master of Business Administration (MBA), Finance, 3.9/4.0
University of Missouri-Columbia
BS, Agribusiness Management
Jacob Wirgau's Edward Jones Experience May 2013 - Present
Job Student at University of MichiganDearborn
Industry Marketing and Advertising
Experience
Edward Jones May 2013 - Present
Target December 2012 - August 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Teamwork, Marketing, Social Media, Event Planning, Public Speaking, Sales, Leadership, Research, Social Media Marketing
Education
University of Michigan-Dearborn 2010 — 2015
Bachelor of Business Administration (BBA), Marketing
Edward Jones May 2013 - Present
Target December 2012 - August 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Teamwork, Marketing, Social Media, Event Planning, Public Speaking, Sales, Leadership, Research, Social Media Marketing
Education
University of Michigan-Dearborn 2010 — 2015
Bachelor of Business Administration (BBA), Marketing
Samantha Titchenal Samantha Titchenal's Edward Jones Experience January 2011 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Edward Jones June 2008 - Present
Edward Jones June 2008 - January 2011
Boa Construction June 2007 - July 2008
Skills
Project Coordination, Microsoft Excel, Usability Testing, Product Marketing, Problem Solving, Organization, Public Speaking, Marketing, Banking, Marketing Communications, Leadership, Analysis, Project Planning, Account Management, Customer Service, Financial Analysis, Series 7
Education
St. Louis University 2006 — 2008
Bachelor's degree, Finance & Marketing
University of Miami - School of Business 2004 — 2006
None, Finance & Marketing
Edward Jones January 2011 - Present
Edward Jones June 2008 - Present
Edward Jones June 2008 - January 2011
Boa Construction June 2007 - July 2008
Skills
Project Coordination, Microsoft Excel, Usability Testing, Product Marketing, Problem Solving, Organization, Public Speaking, Marketing, Banking, Marketing Communications, Leadership, Analysis, Project Planning, Account Management, Customer Service, Financial Analysis, Series 7
Education
St. Louis University 2006 — 2008
Bachelor's degree, Finance & Marketing
University of Miami - School of Business 2004 — 2006
None, Finance & Marketing
Marilyn J. Freedman Marilyn J. Freedman's Edward Jones Experience October 1996 - March 2001
Job Realtor Coldwell Banker Westwood & Commercial Broker CBC Worldwide
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Mande (Dunne) Byrne Mande (Dunne) Byrne's Edward Jones Experience January 2009 - November 2009
Job Managing Consultant at Berkeley Research Group LLC
Industry Hospital & Health Care
Experience
Berkeley Research Group LLC January 2014 - Present
Berkeley Research Group LLC January 2013 - January 2014
Huron Consulting Group July 2012 - December 2012
Huron Consulting Group October 2010 - July 2012
Associated Chiropractic Physicians February 2010 - October 2010
Edward Jones January 2009 - November 2009
National Services Group 2004 - 2005
National Services Group 2004 - 2005
Skills
Healthcare Consulting, Process Improvement, Data Analysis, Financial Analysis, Microsoft Excel, Project Management, Microsoft Office, Management Consulting, Strategic Planning, Business Analysis, PowerPoint, Leadership, Sales, Visio, Business Process..., Training, Management
Education
University of Michigan 2004 — 2008
Bachelor of Arts, Economics & Psychology
Airport High School 2000 — 2004
Berkeley Research Group LLC January 2014 - Present
Berkeley Research Group LLC January 2013 - January 2014
Huron Consulting Group July 2012 - December 2012
Huron Consulting Group October 2010 - July 2012
Associated Chiropractic Physicians February 2010 - October 2010
Edward Jones January 2009 - November 2009
National Services Group 2004 - 2005
National Services Group 2004 - 2005
Skills
Healthcare Consulting, Process Improvement, Data Analysis, Financial Analysis, Microsoft Excel, Project Management, Microsoft Office, Management Consulting, Strategic Planning, Business Analysis, PowerPoint, Leadership, Sales, Visio, Business Process..., Training, Management
Education
University of Michigan 2004 — 2008
Bachelor of Arts, Economics & Psychology
Airport High School 2000 — 2004
Thomas Paup, Jr., MSF Thomas Paup, Jr., MSF's Edward Jones Experience February 2008 - February 2012
Job Financial Advisor and Associate Partner at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC February 2012 - Present
Edward Jones February 2008 - February 2012
Metavante 2005 - 2008
United States Air Force March 2001 - March 2005
Skills
Retirement Planning, Investments, Financial Advisory, Series 7, Finance, Securities, Life Insurance, FINRA, Wealth Management, Financial Services
Education
Walsh College of Accountancy and Business Administration 2012 — 2014
Master of Science (MS), Finance and Financial Management Services
University of Maryland University College
Bachelor's degree, Business Administration and Management, General
Villanova University
Associate's degree, Finance, General
Upstream Investment Partners, LLC February 2012 - Present
Edward Jones February 2008 - February 2012
Metavante 2005 - 2008
United States Air Force March 2001 - March 2005
Skills
Retirement Planning, Investments, Financial Advisory, Series 7, Finance, Securities, Life Insurance, FINRA, Wealth Management, Financial Services
Education
Walsh College of Accountancy and Business Administration 2012 — 2014
Master of Science (MS), Finance and Financial Management Services
University of Maryland University College
Bachelor's degree, Business Administration and Management, General
Villanova University
Associate's degree, Finance, General
Erik Oksnevad Erik Oksnevad's Edward Jones Experience February 2009 - May 2009
Job Outside Sales Representative at Northwest Graphic Supply Co.
Industry Printing
Experience
Northwest Graphic Supply Co. January 2012 - Present
Northwest Graphic Supply Co. June 2009 - December 2011
Edward Jones February 2009 - May 2009
ADAPT Inc. September 2008 - February 2009
GfK June 2007 - August 2007
Skills
Microsoft Office, Account Management, Customer Service, Event Planning, New Business Development, Marketing, Product Development
Education
University of Minnesota-Duluth 2002 — 2007
Bachelor of Business Administration (BBA), Marketing
Northwest Graphic Supply Co. January 2012 - Present
Northwest Graphic Supply Co. June 2009 - December 2011
Edward Jones February 2009 - May 2009
ADAPT Inc. September 2008 - February 2009
GfK June 2007 - August 2007
Skills
Microsoft Office, Account Management, Customer Service, Event Planning, New Business Development, Marketing, Product Development
Education
University of Minnesota-Duluth 2002 — 2007
Bachelor of Business Administration (BBA), Marketing
Simon Tucker's Edward Jones Experience August 2011 - December 2011
Job Freelance Web Developer at Glipcode
Industry Computer Software
Experience
Beyond April 2015 - Present
Glipcode October 2014 - Present
Quantifind December 2012 - September 2014
Surve LLC February 2012 - December 2012
Edward Jones August 2011 - December 2011
Danube Venture Fund May 2011 - July 2011
Material Mix LLC January 2011 - July 2011
FEGS May 2010 - August 2010
Cool Roofs St. Louis August 2009 - May 2010
Skills
Start-ups, Entrepreneurship, Product Management, Business Strategy, Product Development, Project Management, Process Improvement, Accounting, Strategic Planning, Leadership, Innovation, Business Analysis, Java, Program Management, Finance, Python, Analysis, Objective-C, Rapid Prototyping, Mergers & Acquisitions, R, AngularJS, JavaScript, Meteor, Node.js, MongoDB
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Washington University in St. Louis - Olin Business School 2010 — 2012
Master’s Degree, Accounting
Washington University in St. Louis - Olin Business School 2006 — 2012
Bachelor’s Degree, Majors: Accounting, Finance, and Entrepreneurship; Minor: Computer Science
University of Melbourne 2009 — 2009
International Business
Beyond April 2015 - Present
Glipcode October 2014 - Present
Quantifind December 2012 - September 2014
Surve LLC February 2012 - December 2012
Edward Jones August 2011 - December 2011
Danube Venture Fund May 2011 - July 2011
Material Mix LLC January 2011 - July 2011
FEGS May 2010 - August 2010
Cool Roofs St. Louis August 2009 - May 2010
Skills
Start-ups, Entrepreneurship, Product Management, Business Strategy, Product Development, Project Management, Process Improvement, Accounting, Strategic Planning, Leadership, Innovation, Business Analysis, Java, Program Management, Finance, Python, Analysis, Objective-C, Rapid Prototyping, Mergers & Acquisitions, R, AngularJS, JavaScript, Meteor, Node.js, MongoDB
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Washington University in St. Louis - Olin Business School 2010 — 2012
Master’s Degree, Accounting
Washington University in St. Louis - Olin Business School 2006 — 2012
Bachelor’s Degree, Majors: Accounting, Finance, and Entrepreneurship; Minor: Computer Science
University of Melbourne 2009 — 2009
International Business
Kelly Holme's Edward Jones Experience January 2012 - July 2012
Job Insurance Agent at Foster White Insurance Agency
Industry Financial Services
Experience
Foster White Insurance Agency April 2015 - Present
State Farm June 2013 - March 2015
Blue Sky Benefit Solutions May 2012 - June 2013
Edward Jones January 2012 - July 2012
Farmers Insurance 2010 - 2011
Monticello Public Schools May 2008 - October 2010
Prudential Financial January 1996 - September 2001
Skills
Umbrella, Commercial Insurance, Property & Casualty..., Term Life Insurance, Renters, Group Health Insurance,..., Individual Health..., Dental Insurance, Voluntary Employee..., Legal Liability, Insurance, Workers Compensation, Homeowners, Life Insurance, IRAs, Medicare, Retirement Planning, Umbrella Insurance, Employee Benefits, Call Centers, Health Insurance, Whole Life, Long-term Care, Disability Insurance, Training, Fixed Annuities, Accident, Casualty, Universal Life, Long Term Care Insurance, Health Savings Accounts, Claim, Underwriting, General Insurance, Customer Retention, Retirement, Liability, Commercial Lines, Account Management, Interviews
Education
University of Minnesota-Twin Cities 1992 — 1995
Bachelor's degree, Latin American Studies
Fundacion de Ortega y Gassett 1994 — 1994
Spanish Minor, Spanish
Foster White Insurance Agency April 2015 - Present
State Farm June 2013 - March 2015
Blue Sky Benefit Solutions May 2012 - June 2013
Edward Jones January 2012 - July 2012
Farmers Insurance 2010 - 2011
Monticello Public Schools May 2008 - October 2010
Prudential Financial January 1996 - September 2001
Skills
Umbrella, Commercial Insurance, Property & Casualty..., Term Life Insurance, Renters, Group Health Insurance,..., Individual Health..., Dental Insurance, Voluntary Employee..., Legal Liability, Insurance, Workers Compensation, Homeowners, Life Insurance, IRAs, Medicare, Retirement Planning, Umbrella Insurance, Employee Benefits, Call Centers, Health Insurance, Whole Life, Long-term Care, Disability Insurance, Training, Fixed Annuities, Accident, Casualty, Universal Life, Long Term Care Insurance, Health Savings Accounts, Claim, Underwriting, General Insurance, Customer Retention, Retirement, Liability, Commercial Lines, Account Management, Interviews
Education
University of Minnesota-Twin Cities 1992 — 1995
Bachelor's degree, Latin American Studies
Fundacion de Ortega y Gassett 1994 — 1994
Spanish Minor, Spanish
Nikolas V. Butkov Nikolas V. Butkov's Edward Jones Experience May 2003 - June 2005
Job Financial Advisor and Chartered Retirement Planning Counselor,Pio Costa & Assoc. 2013 2015 Five Star Wealth Manager NJ
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
TD Banknorth Investment Group November 2006 - October 2009
Edward Jones May 2003 - June 2005
UBS 2001 - 2003
DRG International, Inc. September 1984 - June 2001
Education
University of Missouri-Saint Louis 1968 — 1971
philosophy
University of Miami 1967 — 1969
Chemistry, Mathematics
Ameriprise Financial October 2010 - Present
TD Banknorth Investment Group November 2006 - October 2009
Edward Jones May 2003 - June 2005
UBS 2001 - 2003
DRG International, Inc. September 1984 - June 2001
Education
University of Missouri-Saint Louis 1968 — 1971
philosophy
University of Miami 1967 — 1969
Chemistry, Mathematics
Dan Haskins Dan Haskins's Edward Jones Experience September 2014 - Present
Job Senior Interactive Designer at Edward Jones
Industry Design
Experience
Edward Jones September 2014 - Present
MBS Direct October 2012 - September 2014
MBS Direct July 2011 - October 2012
MBS Textbook Exchange February 2009 - July 2011
Boone Hospital Center May 2003 - February 2009
Dan Haskins Design 2000 - 2004
North Callaway R-1 School District 1999 - 2001
Skills
Email Marketing, Web Design, Graphic Design, CSS, Social Media, Social Media Marketing, Photoshop, HTML, Advertising, Adobe Creative Suite, Marketing Strategy, User Interface Design, Usability Assessment, User Experience Design, jQuery, Responsive Design, Illustration, Photography, Video Production, Web Development, InDesign, Digital Marketing, Illustrator, Creative Direction, Usability, Logo Design, User Experience, Marketing Communications
Education
Full Sail University 1997 — 1998
Associate of Science (AS), Digital Arts & Design
University of Missouri-Columbia
Fine Arts
Edward Jones September 2014 - Present
MBS Direct October 2012 - September 2014
MBS Direct July 2011 - October 2012
MBS Textbook Exchange February 2009 - July 2011
Boone Hospital Center May 2003 - February 2009
Dan Haskins Design 2000 - 2004
North Callaway R-1 School District 1999 - 2001
Skills
Email Marketing, Web Design, Graphic Design, CSS, Social Media, Social Media Marketing, Photoshop, HTML, Advertising, Adobe Creative Suite, Marketing Strategy, User Interface Design, Usability Assessment, User Experience Design, jQuery, Responsive Design, Illustration, Photography, Video Production, Web Development, InDesign, Digital Marketing, Illustrator, Creative Direction, Usability, Logo Design, User Experience, Marketing Communications
Education
Full Sail University 1997 — 1998
Associate of Science (AS), Digital Arts & Design
University of Missouri-Columbia
Fine Arts
Alexandra Wilde's Edward Jones Experience April 2010 - March 2011
Job Home Mortgage Direct Mortgage Loan Counselor
Industry Banking
Experience
BB&T August 2015 - Present
BB&T August 2013 - August 2015
Andrews Federal Credit Union June 2012 - June 2013
Andrews Federal Credit Union April 2011 - June 2012
Edward Jones April 2010 - March 2011
Skills
Consumer Lending, Loans, Credit, Banking, Credit Analysis, Credit Unions, Loan Origination, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, 10 Key, Cash Handling Experience, Teller Operations, US GAAP, Member Relations, Check 21, Cross Selling, Money Market Accounts, Member Retention, Certificates of Deposit, Installment Loans, Car Loans, Dealer Relationships, Originations, Foreign Currency, Foreign Currency..., Foreign Currency..., Amortization, Membership Growth, Residential Mortgages, Second Mortgages, General Ledger, Lines Of Credit
Education
University of Maryland University College 2011 — 2014
Bachelor's degree, Business Administration and Management, General
BB&T August 2015 - Present
BB&T August 2013 - August 2015
Andrews Federal Credit Union June 2012 - June 2013
Andrews Federal Credit Union April 2011 - June 2012
Edward Jones April 2010 - March 2011
Skills
Consumer Lending, Loans, Credit, Banking, Credit Analysis, Credit Unions, Loan Origination, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, 10 Key, Cash Handling Experience, Teller Operations, US GAAP, Member Relations, Check 21, Cross Selling, Money Market Accounts, Member Retention, Certificates of Deposit, Installment Loans, Car Loans, Dealer Relationships, Originations, Foreign Currency, Foreign Currency..., Foreign Currency..., Amortization, Membership Growth, Residential Mortgages, Second Mortgages, General Ledger, Lines Of Credit
Education
University of Maryland University College 2011 — 2014
Bachelor's degree, Business Administration and Management, General
Todd R. McTavish Todd R. McTavish's Edward Jones Experience December 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Edward Jones February 2013 - August 2013
Northwestern Mutual November 2011 - September 2012
Edward Jones May 2011 - September 2011
Gateway Bank June 2010 - September 2010
Skills
Microsoft Office, Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Public Speaking, Social Networking, Leadership, Social Media, Customer Service, Event Planning, Teamwork, Outlook, Fundraising
Education
University of Minnesota-Twin Cities 2010 — 2014
B.S., Entrepreneurial Management and Finance
Edward Jones December 2013 - Present
Edward Jones February 2013 - August 2013
Northwestern Mutual November 2011 - September 2012
Edward Jones May 2011 - September 2011
Gateway Bank June 2010 - September 2010
Skills
Microsoft Office, Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Public Speaking, Social Networking, Leadership, Social Media, Customer Service, Event Planning, Teamwork, Outlook, Fundraising
Education
University of Minnesota-Twin Cities 2010 — 2014
B.S., Entrepreneurial Management and Finance
Beverly J. VanAlstine Beverly J. VanAlstine's Edward Jones Experience January 2006 - May 2007
Job REALTOR at RE/MAX 1 Duluth, MN
Industry Real Estate
Experience
RE/MAX 1 - Duluth November 2009 - Present
Messina & Associates, GMAC Real Estate 2006 - November 2009
Edward Jones January 2006 - May 2007
Wells Fargo Bank December 2005 - September 2006
Angling Unlimited Inc. November 2002 - October 2005
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Customer Service, Relocation, First Time Home Buyers, New Homes, Marketing, Listings, Foreclosures, Strong Customer Service, Sales, New Home Sales, Property Negotiations, Business Planning, REO, Time Management, FHA, Client Consultations, Community Involvement, Business Planning &..., Self Motivated, Able To Work Under..., Real Estate Property..., Facilitations, Board of Directors, energy efficient..., Creative Problem Solving, Contract Negotiation, Facilitation
Education
University of Minnesota Crookston 1998 — 2002
BS, Horticulture/Landscape Design
Mahnomen High School 1994 — 1998
HS. GED
RE/MAX 1 - Duluth November 2009 - Present
Messina & Associates, GMAC Real Estate 2006 - November 2009
Edward Jones January 2006 - May 2007
Wells Fargo Bank December 2005 - September 2006
Angling Unlimited Inc. November 2002 - October 2005
Skills
Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Customer Service, Relocation, First Time Home Buyers, New Homes, Marketing, Listings, Foreclosures, Strong Customer Service, Sales, New Home Sales, Property Negotiations, Business Planning, REO, Time Management, FHA, Client Consultations, Community Involvement, Business Planning &..., Self Motivated, Able To Work Under..., Real Estate Property..., Facilitations, Board of Directors, energy efficient..., Creative Problem Solving, Contract Negotiation, Facilitation
Education
University of Minnesota Crookston 1998 — 2002
BS, Horticulture/Landscape Design
Mahnomen High School 1994 — 1998
HS. GED
David Biddle David Biddle's Edward Jones Experience March 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Biddle Sales, Inc January 2011 - March 2012
Lane Home Furnishings January 1995 - December 2010
Lane Furniture Industries,Inc. 1995 - 2010
Skills
Merchandising, Furnishings, New Business Development, Marketing Strategy, Retail, Furniture, Strategic Planning, Sales, Selling, Advertising, Product Development, Trade Shows, Marketing, Sales Operations, Purchasing, Account Management, Business Development, Negotiation, Management, Sales Management, Brand Management, Brand Development, Wholesale, B2B, Competitive Analysis, Cold Calling, Customer Satisfaction, Customer Service, Direct Sales, Inventory Management, Key Account Management, Leadership, P, Market Planning, Product Marketing, Sales Presentations, Visual Merchandising, Team Building
Education
University of Mississippi 1990 — 1994
BA, History, Marketing
Edward Jones March 2012 - Present
Biddle Sales, Inc January 2011 - March 2012
Lane Home Furnishings January 1995 - December 2010
Lane Furniture Industries,Inc. 1995 - 2010
Skills
Merchandising, Furnishings, New Business Development, Marketing Strategy, Retail, Furniture, Strategic Planning, Sales, Selling, Advertising, Product Development, Trade Shows, Marketing, Sales Operations, Purchasing, Account Management, Business Development, Negotiation, Management, Sales Management, Brand Management, Brand Development, Wholesale, B2B, Competitive Analysis, Cold Calling, Customer Satisfaction, Customer Service, Direct Sales, Inventory Management, Key Account Management, Leadership, P, Market Planning, Product Marketing, Sales Presentations, Visual Merchandising, Team Building
Education
University of Mississippi 1990 — 1994
BA, History, Marketing
Sara Tompkins Welch's Edward Jones Experience November 2013 - March 2014
Job Wholesale Sales Manager at TNT Fireworks
Industry Wholesale
Experience
TNT Fireworks August 2014 - Present
Edward Jones November 2013 - March 2014
Sysco Central Alabama February 2006 - November 2013
Skills
Customer Service, Marketing Strategy, Sales Management, Marketing, Salesforce.com, Sales Operations, New Business Development, Social Media, Social Networking, Social Media Marketing, Selling, Sales, Trade Shows, Cold Calling
Education
University of Mississippi 2000 — 2005
Bachelor of Arts (BA), Fine and Studio Arts
University of Mississippi 2000 — 2005
Bachelor of Arts (BA), Fine and Studio Arts
Bradshaw High School 1996 — 2000
TNT Fireworks August 2014 - Present
Edward Jones November 2013 - March 2014
Sysco Central Alabama February 2006 - November 2013
Skills
Customer Service, Marketing Strategy, Sales Management, Marketing, Salesforce.com, Sales Operations, New Business Development, Social Media, Social Networking, Social Media Marketing, Selling, Sales, Trade Shows, Cold Calling
Education
University of Mississippi 2000 — 2005
Bachelor of Arts (BA), Fine and Studio Arts
University of Mississippi 2000 — 2005
Bachelor of Arts (BA), Fine and Studio Arts
Bradshaw High School 1996 — 2000
Andrea Nathan Andrea Nathan's Edward Jones Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Citizens Financial Group October 1999 - 2009
Education
University of Massachusetts Boston
Edward Jones August 2011 - Present
Citizens Financial Group October 1999 - 2009
Education
University of Massachusetts Boston
Kate Wise Kate Wise's Edward Jones Experience 2008 - 2010
Job Residential Realtor with Long and Foster Real Estate
Industry Real Estate
Experience
Long & Foster Real Estate December 1989 - Present
Edward Jones 2008 - 2010
Skills
First Time Home Buyers, Referrals, Seniors, Residential, Buyer Representation, Listings, GRI, Resale, Negotiation, FHA, Sellers, REO, Real Estate, Residential Homes, Relocation, Investment Properties, Foreclosures, Real Estate Transactions, Move Up Buyers
Education
University of Maryland College Park 1974 — 1976
Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Maryland College Park 1965 — 1969
BA, English, Fine Arts
Roland Park Country School
College Preparatory
Long & Foster Real Estate December 1989 - Present
Edward Jones 2008 - 2010
Skills
First Time Home Buyers, Referrals, Seniors, Residential, Buyer Representation, Listings, GRI, Resale, Negotiation, FHA, Sellers, REO, Real Estate, Residential Homes, Relocation, Investment Properties, Foreclosures, Real Estate Transactions, Move Up Buyers
Education
University of Maryland College Park 1974 — 1976
Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Maryland College Park 1965 — 1969
BA, English, Fine Arts
Roland Park Country School
College Preparatory
Doug Lueck Doug Lueck's Edward Jones Experience October 1999 - April 2003
Job Sales Rep at Humana
Industry Insurance
Experience
Humana August 2005 - Present
Edward Jones October 1999 - April 2003
Syngenta July 1974 - July 1998
Skills
Insurance, Managed Care, Health Insurance, Life Insurance, Health Savings Accounts, Medicare Advantage, Account Management
Education
University of Minnesota-Twin Cities
Secondary Education and Teaching
Humana August 2005 - Present
Edward Jones October 1999 - April 2003
Syngenta July 1974 - July 1998
Skills
Insurance, Managed Care, Health Insurance, Life Insurance, Health Savings Accounts, Medicare Advantage, Account Management
Education
University of Minnesota-Twin Cities
Secondary Education and Teaching
David Quintal's Edward Jones Experience April 2012 - 2013
Job Financial Advisor at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management September 2014 - Present
Mutual of Omaha May 2013 - September 2014
Edward Jones April 2012 - 2013
Quest 2011 - December 2012
Furniture Discounters Group, Inc./ Factory Furniture Outlet 1991 - 2011
Canon USA 1990 - 1991
WANG LABORATORIES 1989 - 1990
WANG LABORATORIES 1987 - 1989
Wang Laboratories 1986 - 1987
Skills
Insurance, Marketing, Retirement Planning, Finance, Fixed Annuities, Management, Investments, Sales, Budgets, Leadership, Wealth Management, Life Insurance, Training, Strategy, Mutual Funds, IRAs, Asset Allocation, Retirement, Series 7, Investment Advisory, 401k Rollovers, Saving for Education, Banking, Investment Strategies, Disability Insurance, FINRA, 401k, Series 63, Term Life Insurance, Uniform Combined State..., Strategic Financial..., Cross-functional Team..., Portfolio Management, Alternative Investments, Small Business, Strategic Partnerships, General Securities..., Life Insurance...
Education
University of Massachusetts at Lowell 1981 — 1985
BS, Business Management
Concord Wealth Management September 2014 - Present
Mutual of Omaha May 2013 - September 2014
Edward Jones April 2012 - 2013
Quest 2011 - December 2012
Furniture Discounters Group, Inc./ Factory Furniture Outlet 1991 - 2011
Canon USA 1990 - 1991
WANG LABORATORIES 1989 - 1990
WANG LABORATORIES 1987 - 1989
Wang Laboratories 1986 - 1987
Skills
Insurance, Marketing, Retirement Planning, Finance, Fixed Annuities, Management, Investments, Sales, Budgets, Leadership, Wealth Management, Life Insurance, Training, Strategy, Mutual Funds, IRAs, Asset Allocation, Retirement, Series 7, Investment Advisory, 401k Rollovers, Saving for Education, Banking, Investment Strategies, Disability Insurance, FINRA, 401k, Series 63, Term Life Insurance, Uniform Combined State..., Strategic Financial..., Cross-functional Team..., Portfolio Management, Alternative Investments, Small Business, Strategic Partnerships, General Securities..., Life Insurance...
Education
University of Massachusetts at Lowell 1981 — 1985
BS, Business Management
Chris Utesch Chris Utesch's Edward Jones Experience March 2011 - July 2011
Job Vice President, Client Solutions at Informed Medical Decisions
Industry Information Services
Experience
Informed Medical Decisions July 2014 - Present
Thomson Reuters April 2013 - June 2014
Thomson Reuters March 2012 - March 2013
Edward Jones March 2011 - July 2011
Dokmo Ford Mercury Chrysler Dodge Jeep December 2003 - March 2011
Thomson Reuters October 1996 - December 2003
Skills
Training, Call Centers, Account Management, Customer Experience, Team Leadership, Team Building, Management, Customer Service, Sales Operations, Sales Management, Coaching, Technical Support, Product Management, Strategic Financial..., Marketing Strategy, Customer Relations, Data Analysis, Process Improvement
Education
University of Minnesota-Duluth 1992 — 1996
Bachelor of Arts (BA), Psychology and MassCommunications
Informed Medical Decisions July 2014 - Present
Thomson Reuters April 2013 - June 2014
Thomson Reuters March 2012 - March 2013
Edward Jones March 2011 - July 2011
Dokmo Ford Mercury Chrysler Dodge Jeep December 2003 - March 2011
Thomson Reuters October 1996 - December 2003
Skills
Training, Call Centers, Account Management, Customer Experience, Team Leadership, Team Building, Management, Customer Service, Sales Operations, Sales Management, Coaching, Technical Support, Product Management, Strategic Financial..., Marketing Strategy, Customer Relations, Data Analysis, Process Improvement
Education
University of Minnesota-Duluth 1992 — 1996
Bachelor of Arts (BA), Psychology and MassCommunications
Kyle Beatty Kyle Beatty's Edward Jones Experience February 2013 - May 2013
Job Representative
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Hayden Sewell Hayden Sewell's Edward Jones Experience June 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
SAVAGE Ultimate July 2012 - May 2015
200 Office January 2012 - June 2012
Spin Ultimate November 2010 - October 2011
Skills
Customer Service, Customer Relations, Excel, PowerPoint, Microsoft Office, Word, Social Media Marketing, Social Media, Writing, Marketing Strategy, Social Networking, Adobe Creative Suite, Time Management, Training, Sales, Microsoft Excel
Education
University of Mississippi 2004 — 2009
Bachelor of Business Administration, Marketing
University of Mississippi 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones June 2015 - Present
SAVAGE Ultimate July 2012 - May 2015
200 Office January 2012 - June 2012
Spin Ultimate November 2010 - October 2011
Skills
Customer Service, Customer Relations, Excel, PowerPoint, Microsoft Office, Word, Social Media Marketing, Social Media, Writing, Marketing Strategy, Social Networking, Adobe Creative Suite, Time Management, Training, Sales, Microsoft Excel
Education
University of Mississippi 2004 — 2009
Bachelor of Business Administration, Marketing
University of Mississippi 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Albert Burdette Albert Burdette's Edward Jones Experience 2000 - 2003
Job Prop Trader at MichiGanTraders
Industry Financial Services
Experience
MichiGanTraders March 2009 - Present
University of Michigan 2004 - 2008
Edward Jones 2000 - 2003
Skills
Novice Proprietary..., Microsoft Office, Outlook, Program Management, Journalism, Team Leadership, Strategic Planning
Education
University of Michigan
MichiGanTraders March 2009 - Present
University of Michigan 2004 - 2008
Edward Jones 2000 - 2003
Skills
Novice Proprietary..., Microsoft Office, Outlook, Program Management, Journalism, Team Leadership, Strategic Planning
Education
University of Michigan
Michael P Traxler's Edward Jones Experience July 2000 - May 2005
Job Financial Advisor Helping Individual Investors Plan for Their Own Retirement and their Children's Education
Industry Financial Services
Experience
Michael Traxler Wealth Management, LLC May 2005 - Present
Edward Jones July 2000 - May 2005
Donaldson Company, Inc July 1995 - July 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Stock Market, Series 7
Education
University of Minnesota-Twin Cities 1994 — 1995
MBA, Business Finance
University of Minnesota Duluth 1990 — 1994
Bachelor of Arts, Major - Economics, Minor - Accounting
Michael Traxler Wealth Management, LLC May 2005 - Present
Edward Jones July 2000 - May 2005
Donaldson Company, Inc July 1995 - July 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Stock Market, Series 7
Education
University of Minnesota-Twin Cities 1994 — 1995
MBA, Business Finance
University of Minnesota Duluth 1990 — 1994
Bachelor of Arts, Major - Economics, Minor - Accounting
Dwayne Adams CFP®,AIF,RFC Dwayne Adams CFP®,AIF,RFC's Edward Jones Experience 1994 - 1996
Job President at Adams Wealth Management Group
Industry Investment Management
Experience
Adams Wealth Management Group January 1998 - Present
Sky Bank 1996 - 1998
Edward Jones 1994 - 1996
Evans Business Machines 1993 - 1994
Woodhull Corporation 1992 - 1993
Skills
Investments, Retirement Planning, Wealth Management, Retirement, Financial Planners, Securities, Tax, Strategic Financial..., Insurance, Asset Managment, Small Business, Portfolio Management, Estate Planning, Business Planning, Succession Planning
Education
University of Maryland College Park 1982 — 1986
Business management
Adams Wealth Management Group January 1998 - Present
Sky Bank 1996 - 1998
Edward Jones 1994 - 1996
Evans Business Machines 1993 - 1994
Woodhull Corporation 1992 - 1993
Skills
Investments, Retirement Planning, Wealth Management, Retirement, Financial Planners, Securities, Tax, Strategic Financial..., Insurance, Asset Managment, Small Business, Portfolio Management, Estate Planning, Business Planning, Succession Planning
Education
University of Maryland College Park 1982 — 1986
Business management
Brandon Viers Brandon Viers's Edward Jones Experience August 2009 - February 2013
Job Senior Client Relationship Manager at Lau & Lau Associates
Industry Financial Services
Experience
Lau & Lau Associates, LLC February 2013 - Present
Edward Jones August 2009 - February 2013
JPMorgan Chase May 2008 - July 2009
University of Michigan August 2006 - April 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Event Planning, Microsoft Word, Public Speaking, Research
Education
University of Michigan 2004 — 2008
BA, Anthropology, History
Lau & Lau Associates, LLC February 2013 - Present
Edward Jones August 2009 - February 2013
JPMorgan Chase May 2008 - July 2009
University of Michigan August 2006 - April 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Event Planning, Microsoft Word, Public Speaking, Research
Education
University of Michigan 2004 — 2008
BA, Anthropology, History
Brian Dover Brian Dover's Edward Jones Experience 2003 - 2009
Job Vice President, Investments
Industry Investment Management
Experience
Raymond James 2009 - Present
Edward Jones 2003 - 2009
Goldman Sachs 2000 - 2002
Skills
Investments, Securities, Finance, Portfolio Management, Mutual Funds, Equities, Wealth Management, Asset Allocation, Series 7, Asset Management
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
Monroe High School 1991 — 1995
High School
Raymond James 2009 - Present
Edward Jones 2003 - 2009
Goldman Sachs 2000 - 2002
Skills
Investments, Securities, Finance, Portfolio Management, Mutual Funds, Equities, Wealth Management, Asset Allocation, Series 7, Asset Management
Education
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics
Monroe High School 1991 — 1995
High School
Alison Brumfield Jones Alison Brumfield Jones's Edward Jones Experience August 2003 - July 2005
Job Barre Instructor at The Country Club of Mobile
Industry Health, Wellness and Fitness
Experience
YMCA October 2011 - Present
The Country Club of Mobile January 2014 - Present
Merrill Lynch July 2005 - April 2008
Edward Jones August 2003 - July 2005
Skills
Pilates, Fitness Training, Xtend Barre, Teaching, Leadership, Event Planning, Fitness, Teamwork
Education
University of Mississippi 1999 — 2003
Bachelor of Arts (B.A.), Psychology
YMCA October 2011 - Present
The Country Club of Mobile January 2014 - Present
Merrill Lynch July 2005 - April 2008
Edward Jones August 2003 - July 2005
Skills
Pilates, Fitness Training, Xtend Barre, Teaching, Leadership, Event Planning, Fitness, Teamwork
Education
University of Mississippi 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Sylvanus Tipson Sylvanus Tipson's Edward Jones Experience June 2007 - February 2010
Job Principal Owner at The Tipson Firm
Industry Accounting
Experience
The Tipson Firm April 2010 - Present
Edward Jones June 2007 - February 2010
Chevy Chase Bank November 2004 - April 2007
Skills
Tax Preparation, Quickbooks, Bookkeeping, Accounting, Tax, Tax Returns, Income Tax, Small Business, Financial Reporting, Peachtree, General Ledger, Accounts Payable, LLC, CPA, Financial Analysis, Auditing, Nonprofits, Finance, QuickBooks
Education
University of Maryland University College 2005 — 2007
Advanced Accounting Certificate, Accounting
University of Maryland College Park 2000 — 2004
BS, General Business
The Tipson Firm April 2010 - Present
Edward Jones June 2007 - February 2010
Chevy Chase Bank November 2004 - April 2007
Skills
Tax Preparation, Quickbooks, Bookkeeping, Accounting, Tax, Tax Returns, Income Tax, Small Business, Financial Reporting, Peachtree, General Ledger, Accounts Payable, LLC, CPA, Financial Analysis, Auditing, Nonprofits, Finance, QuickBooks
Education
University of Maryland University College 2005 — 2007
Advanced Accounting Certificate, Accounting
University of Maryland College Park 2000 — 2004
BS, General Business
Joan Kuykendall's Edward Jones Experience March 2006 - January 2010
Job SVP of Operations, Security Card Services, LLC
Industry Financial Services
Experience
Security Card Services, LLC April 2010 - Present
Edward Jones March 2006 - January 2010
American Express Financial Advisors July 1998 - June 2004
Phillips Financial, An Independent Firm 1992 - 1997
Skills
Banking, Credit Cards, Relationship Management, Payments, Merchant Services, Payment Card Processing, Electronic Payments, Credit, Debit Cards, Financial Services, Portfolio Management, Retail Banking, Finance, Commercial Banking, Customer Service
Education
University of Mississippi 1989 — 1991
BA
Security Card Services, LLC April 2010 - Present
Edward Jones March 2006 - January 2010
American Express Financial Advisors July 1998 - June 2004
Phillips Financial, An Independent Firm 1992 - 1997
Skills
Banking, Credit Cards, Relationship Management, Payments, Merchant Services, Payment Card Processing, Electronic Payments, Credit, Debit Cards, Financial Services, Portfolio Management, Retail Banking, Finance, Commercial Banking, Customer Service
Education
University of Mississippi 1989 — 1991
BA
Carol Gitto, MBA Carol Gitto, MBA's Edward Jones Experience 2001 - 2004
Job Director, Comprehensive Cancer Center at St. Francis Health Center
Industry Hospital & Health Care
Experience
Self Employed - Healthcare Business Consulting September 2014 - Present
St. Francis Health Center November 2010 - September 2014
Precise Clinical Research Solutions August 2008 - February 2012
Midwest Radiology Institute/Rejuvenate Medical Spa 2007 - 2010
Pulmonary & Sleep Associates/Veritas Clinical Research 2004 - 2007
Edward Jones 2001 - 2004
Merrill Lynch 1995 - 1999
Skills
Healthcare, Healthcare Management, Clinical Research, Hospitals, Healthcare Information..., Strategic Planning, Leadership, Management, Customer Service, Team Building
Education
Washburn University 2009 — 2011
MBA
University of Maryland College Park
Bachelor's Degree, Finance
Self Employed - Healthcare Business Consulting September 2014 - Present
St. Francis Health Center November 2010 - September 2014
Precise Clinical Research Solutions August 2008 - February 2012
Midwest Radiology Institute/Rejuvenate Medical Spa 2007 - 2010
Pulmonary & Sleep Associates/Veritas Clinical Research 2004 - 2007
Edward Jones 2001 - 2004
Merrill Lynch 1995 - 1999
Skills
Healthcare, Healthcare Management, Clinical Research, Hospitals, Healthcare Information..., Strategic Planning, Leadership, Management, Customer Service, Team Building
Education
Washburn University 2009 — 2011
MBA
University of Maryland College Park
Bachelor's Degree, Finance
William Giles's Edward Jones Experience November 2010 - August 2012
Job Entrepreneur
Industry Management Consulting
Experience
Edward Jones November 2010 - August 2012
RNR Consulting January 2008 - February 2009
Paradoxx Resources 2002 - 2003
Verizon Avenue 1998 - 2000
DMR Consulting Group 1998 - 1999
ACSI/e.spire 1997 - 1998
Trecom Business Systems 1995 - 1997
Bell Atlantic 1991 - 1995
Bellcore/Telcordia 1988 - 1991
Bell Atlantic 1984 - 1988
Education
University of Maryland University College
BS, Business
Edward Jones November 2010 - August 2012
RNR Consulting January 2008 - February 2009
Paradoxx Resources 2002 - 2003
Verizon Avenue 1998 - 2000
DMR Consulting Group 1998 - 1999
ACSI/e.spire 1997 - 1998
Trecom Business Systems 1995 - 1997
Bell Atlantic 1991 - 1995
Bellcore/Telcordia 1988 - 1991
Bell Atlantic 1984 - 1988
Education
University of Maryland University College
BS, Business
Valerie Leicester Valerie Leicester's Edward Jones Experience November 2004 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2004 - Present
Jensoft Technolgies May 1986 - Present
Microdata 1982 - 1984
Skills
Exceptional client..., Critical thinking..., Strong initiative, Effective written and..., The aptitude to learn...
Education
University of Minnesota-Twin Cities 1973 — 1977
BSB, Business Administration
BSB, University of Minnesota 1973 — 1974
Bachelor of Science (B.S.), Marketing
Richfield High School 1966 — 1969
Edward Jones November 2004 - Present
Jensoft Technolgies May 1986 - Present
Microdata 1982 - 1984
Skills
Exceptional client..., Critical thinking..., Strong initiative, Effective written and..., The aptitude to learn...
Education
University of Minnesota-Twin Cities 1973 — 1977
BSB, Business Administration
BSB, University of Minnesota 1973 — 1974
Bachelor of Science (B.S.), Marketing
Richfield High School 1966 — 1969
Skye Taylor Skye Taylor's Edward Jones Experience October 1996 - November 2008
Job Author at Barefoot on the Beach
Industry Writing and Editing
Experience
Barefoot on the Beach SecretaryAncient City Romance Authors2012 - Present
Ancient City Romance Authors 2010 - 2012
Ancient City Romance Authors 2010 - 2012
Edward Jones October 1996 - November 2008
Peace Corps February 2002 - April 2004
Skills
Editing, Newsletters, Public Speaking, Books, Fiction, Teaching, Public Relations, Proofreading, Copy Editing, Ebooks, Web Content, Poetry, Press Releases, Research, Technical Writing, Copywriting, Journalism, Creative Writing, Fiction Writing, Storytelling, Novels, Publishing, Freelance Writing, Literature
Education
University of Massachusetts, Amherst
University of Massachusetts, Amherst
Barefoot on the Beach SecretaryAncient City Romance Authors2012 - Present
Ancient City Romance Authors 2010 - 2012
Ancient City Romance Authors 2010 - 2012
Edward Jones October 1996 - November 2008
Peace Corps February 2002 - April 2004
Skills
Editing, Newsletters, Public Speaking, Books, Fiction, Teaching, Public Relations, Proofreading, Copy Editing, Ebooks, Web Content, Poetry, Press Releases, Research, Technical Writing, Copywriting, Journalism, Creative Writing, Fiction Writing, Storytelling, Novels, Publishing, Freelance Writing, Literature
Education
University of Massachusetts, Amherst
University of Massachusetts, Amherst
Paul Lam Paul Lam's Edward Jones Experience June 2001 - Present
Job Financial Advisor, Limited Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2001 - Present
Edward Jones October 2012 - Present
Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Series 7, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, IRAs, 401k, Strategic Planning, Estate Considerations, Portfolio Review, Insurance, Unit Trusts, Tax Considerations
Education
University of Michigan 1996 — 2001
Economics
Edward Jones June 2001 - Present
Edward Jones October 2012 - Present
Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Series 7, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, IRAs, 401k, Strategic Planning, Estate Considerations, Portfolio Review, Insurance, Unit Trusts, Tax Considerations
Education
University of Michigan 1996 — 2001
Economics
Dawn Crandall Dawn Crandall's Edward Jones Experience December 2012 - Present
Job Owner and Culinary Artist, Sugar Spoon Cheesecakes
Industry Food & Beverages
Experience
Edward Jones December 2012 - Present
Sugar Spoon Cheesecakes November 2009 - Present
Country Kitchen February 2009 - November 2012
Skills
Office Management, Customer Service, Culinary Skills, Event Planning, Catering, Food, Food & Beverage, Event Management, Budgets, Management, Coaching, Menu Development, Food Service, Restaurants, Customer Satisfaction, Cooking, Restaurant Management, Food Safety, Hospitality, Compliance, Organization, Organizational..., Public Relations
Education
University of Minnesota-Duluth 1995 — 1997
Edward Jones December 2012 - Present
Sugar Spoon Cheesecakes November 2009 - Present
Country Kitchen February 2009 - November 2012
Skills
Office Management, Customer Service, Culinary Skills, Event Planning, Catering, Food, Food & Beverage, Event Management, Budgets, Management, Coaching, Menu Development, Food Service, Restaurants, Customer Satisfaction, Cooking, Restaurant Management, Food Safety, Hospitality, Compliance, Organization, Organizational..., Public Relations
Education
University of Minnesota-Duluth 1995 — 1997
Jennifer Dilbone's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones Investments April 2015 - Present
Washtenaw Community College September 2009 - July 2014
Foresight Capital Management Advisors November 2013 - May 2014
Skills
Microsoft Office, Corporate Finance, Financial Services, Quantitative Research, Information Technology, Multi-objective..., Operating System..., Research, Teamwork, Public Speaking, Social Media, Time Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Leadership
Education
University of Michigan-Dearborn 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Washtenaw Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Edward Jones April 2015 - Present
Edward Jones Investments April 2015 - Present
Washtenaw Community College September 2009 - July 2014
Foresight Capital Management Advisors November 2013 - May 2014
Skills
Microsoft Office, Corporate Finance, Financial Services, Quantitative Research, Information Technology, Multi-objective..., Operating System..., Research, Teamwork, Public Speaking, Social Media, Time Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Leadership
Education
University of Michigan-Dearborn 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Washtenaw Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Charles McGinley Charles McGinley's Edward Jones Experience May 2001 - June 2005
Job Student at University of Miami School of Law
Industry
Experience
African Probate & Policy Initiative May 2012 - August 2012
Kaplan University January 2009 - August 2011
Target November 2007 - December 2008
Edward Jones May 2001 - June 2005
Skills
Legal Writing
Education
University of Miami School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Tennessee-Knoxville 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
African Probate & Policy Initiative May 2012 - August 2012
Kaplan University January 2009 - August 2011
Target November 2007 - December 2008
Edward Jones May 2001 - June 2005
Skills
Legal Writing
Education
University of Miami School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Tennessee-Knoxville 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Sarah Caravia's Edward Jones Experience December 2012 - Present
Job Business Coach Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2012 - Present
Edward Jones July 2011 - December 2012
Saint Louis University August 2010 - July 2011
Edward Jones September 2005 - August 2010
Saint Louis University August 2002 - September 2005
Skills
Leadership, Coaching, Leadership Development..., Change Management, Organizational..., Interviews, Leadership Development, Career Development, Recruiting, Talent Management, Talent Acquisition, Onboarding, Training, Organizational..., College Recruiting, Higher Education, Resume Writing, Employee Relations, Organizational..., Job Search Strategies, Job Search, Student Affairs
Education
CoachU – CoachInc.com
Core Essentials Graduate (CEG)
Corporate CoachU – CoachInc.com
Coaching Clinic Licensed Facilitator
Prosci Change Management Certification Program
Certified Change Manager
University of Mississippi
Master of Arts, Higher Education
University of Mississippi
Bachelor of Arts, English
Edward Jones December 2012 - Present
Edward Jones July 2011 - December 2012
Saint Louis University August 2010 - July 2011
Edward Jones September 2005 - August 2010
Saint Louis University August 2002 - September 2005
Skills
Leadership, Coaching, Leadership Development..., Change Management, Organizational..., Interviews, Leadership Development, Career Development, Recruiting, Talent Management, Talent Acquisition, Onboarding, Training, Organizational..., College Recruiting, Higher Education, Resume Writing, Employee Relations, Organizational..., Job Search Strategies, Job Search, Student Affairs
Education
CoachU – CoachInc.com
Core Essentials Graduate (CEG)
Corporate CoachU – CoachInc.com
Coaching Clinic Licensed Facilitator
Prosci Change Management Certification Program
Certified Change Manager
University of Mississippi
Master of Arts, Higher Education
University of Mississippi
Bachelor of Arts, English
Steve Conard Steve Conard's Edward Jones Experience March 2001 - July 2004
Job Certifed Financial Planner at Compass Financial Services
Industry Financial Services
Experience
Compass Financial Services July 2004 - Present
Edward Jones March 2001 - July 2004
Wells Fargo Financial 1984 - 2000
Skills
Retirement Planning, IRAs, Investment Advisory, Investment Strategies, Retirement, Investments, Insurance, Estate Planning, Financial Advisory, Financial Planners, Financial Services
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BS, Business Administration
Compass Financial Services July 2004 - Present
Edward Jones March 2001 - July 2004
Wells Fargo Financial 1984 - 2000
Skills
Retirement Planning, IRAs, Investment Advisory, Investment Strategies, Retirement, Investments, Insurance, Estate Planning, Financial Advisory, Financial Planners, Financial Services
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BS, Business Administration
Peter Brambs's Edward Jones Experience May 2003 - April 2009
Job Business & Financial Consulting
Industry Financial Services
Experience
D&B Wealth Management February 2009 - Present
Brambs and Associates, LLC January 2010 - Present
Raymond James Financial March 2009 - January 2010
Edward Jones May 2003 - April 2009
Business Networking International 2008 - 2009
Tektronix April 1988 - March 2003
Eaton Corporation 1982 - 1988
Education
University of Michigan 1976 — 1981
BS, Engineering, Mathematics, Business
D&B Wealth Management February 2009 - Present
Brambs and Associates, LLC January 2010 - Present
Raymond James Financial March 2009 - January 2010
Edward Jones May 2003 - April 2009
Business Networking International 2008 - 2009
Tektronix April 1988 - March 2003
Eaton Corporation 1982 - 1988
Education
University of Michigan 1976 — 1981
BS, Engineering, Mathematics, Business
D'Andre O'Neal D'Andre O'Neal's Edward Jones Experience June 2013 - December 2013
Job Schaffner Machine
Industry Machinery
Experience
Schaffner Machine Company June 2014 - Present
Edward Jones June 2013 - December 2013
Skills
Series 7, Uniform Combined State..., Financial Analysis, Investments, Corporate Finance, Economics, Strategic Financial..., Strategic Planning, Finance, Banking, Insurance, Business Strategy, Portfolio Management, Financial Statement...
Education
University of Mississippi 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Schaffner Machine Company June 2014 - Present
Edward Jones June 2013 - December 2013
Skills
Series 7, Uniform Combined State..., Financial Analysis, Investments, Corporate Finance, Economics, Strategic Financial..., Strategic Planning, Finance, Banking, Insurance, Business Strategy, Portfolio Management, Financial Statement...
Education
University of Mississippi 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Kelli Keen Kelli Keen's Edward Jones Experience January 2011 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance, NYLIFE Securities 2013 - 2015
RE/MAX ONE August 2012 - November 2013
Many Lawns Lawncare April 2012 - December 2012
New York Life Insurance Company July 2011 - February 2012
Edward Jones January 2011 - March 2011
Ryan Homes 2001 - 2010
Centex Homes 2006 - 2007
Skills
Strategic Financial..., Estate Planning, Insurance, Real Estate, Investments, Fixed Annuities, Asset Managment, Small Business, Long-term Care, Selling, Financial Planners, Employee Benefits, Finance, Retirement, FHA, Financial Analysis, Selling Skills, Wealth Management, Loans, Portfolio Management, Mutual Funds, Securities, Sales, Asset Management
Education
University of Maryland University College 2012 — 2012
College of Southern Maryland
Associate of Arts (A.A.), General Studies
Chopticon High school
New York Life Insurance, NYLIFE Securities 2013 - 2015
RE/MAX ONE August 2012 - November 2013
Many Lawns Lawncare April 2012 - December 2012
New York Life Insurance Company July 2011 - February 2012
Edward Jones January 2011 - March 2011
Ryan Homes 2001 - 2010
Centex Homes 2006 - 2007
Skills
Strategic Financial..., Estate Planning, Insurance, Real Estate, Investments, Fixed Annuities, Asset Managment, Small Business, Long-term Care, Selling, Financial Planners, Employee Benefits, Finance, Retirement, FHA, Financial Analysis, Selling Skills, Wealth Management, Loans, Portfolio Management, Mutual Funds, Securities, Sales, Asset Management
Education
University of Maryland University College 2012 — 2012
College of Southern Maryland
Associate of Arts (A.A.), General Studies
Chopticon High school
Glenn Wheeler Glenn Wheeler's Edward Jones Experience June 2004 - June 2005
Job Account Rep at Tyco Integrated Security
Industry Security and Investigations
Experience
Tyco Integrated Security January 2005 - Present
Edward Jones June 2004 - June 2005
Schwans June 1981 - June 1994
Skills
Security Management, Team Building, Alarm Systems, Cold Calling, Customer Service, Security, DVR, Contract Negotiation, Physical Security, Video over IP, Video Analytics, Loss Prevention, Negotiation, Selling, Biometrics, Intrusion Detection
Education
University of Michigan
Tyco Integrated Security January 2005 - Present
Edward Jones June 2004 - June 2005
Schwans June 1981 - June 1994
Skills
Security Management, Team Building, Alarm Systems, Cold Calling, Customer Service, Security, DVR, Contract Negotiation, Physical Security, Video over IP, Video Analytics, Loss Prevention, Negotiation, Selling, Biometrics, Intrusion Detection
Education
University of Michigan
Jeff Reau Jeff Reau's Edward Jones Experience July 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2004 - Present
Print-Tech, Inc January 1996 - April 2003
Skills
Accredited Asset...
Education
University of Michigan 1989 — 1993
BA, Economics
Edward Jones July 2004 - Present
Print-Tech, Inc January 1996 - April 2003
Skills
Accredited Asset...
Education
University of Michigan 1989 — 1993
BA, Economics
Chris Koo, PMP Chris Koo, PMP's Edward Jones Experience January 2013 - Present
Job Program Management Office | Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones January 2012 - January 2013
Edward Jones January 2001 - January 2012
Edward Jones July 1998 - January 2001
Edward Jones July 1996 - June 1998
Protech July 1994 - June 1996
University of Michigan June 1992 - June 1994
Skills
Program Management, Project Management, Project Coaching, Project Management..., IT Project Lifecycle, Agile & Waterfall..., Project Management Tools, Strategic Planning, Brand Development, Public Speaking, Aerospace, Aerodynamics, Associate Development, Instructor-led Training, Communication Skills, Requirements Management, Project Portfolio..., Risk Management, Stakeholders Management, Project Planning, Software Implementation..., User Acceptance Testing, Event Planning, Strategy, Leadership, Retirement, Agile Methodologies, PMO, Financial Advisory, SDLC, Requirements Gathering, Vendor Management, Software Project..., Team Leadership, MS Project, Agile Project Management, PMP, IT Management, Financial Services, Mutual Funds, Process Improvement, Business Analysis, Series 7, Wealth Management, Securities, Portfolio Management, Fixed Annuities, Training, Resource Management, Requirements Analysis
Education
Washington University in St. Louis 1997 — 1998
Management Information Systems, General
University of Michigan 1992 — 1994
Master of Science (MS), Aerodynamics Engineering
University of Michigan 1988 — 1992
Bachelor's of Science, Aerospace, Aeronautical and Astronautical Engineering
Kent Roosevelt High School 1984 — 1988
High School Diploma
Edward Jones January 2013 - Present
Edward Jones January 2012 - January 2013
Edward Jones January 2001 - January 2012
Edward Jones July 1998 - January 2001
Edward Jones July 1996 - June 1998
Protech July 1994 - June 1996
University of Michigan June 1992 - June 1994
Skills
Program Management, Project Management, Project Coaching, Project Management..., IT Project Lifecycle, Agile & Waterfall..., Project Management Tools, Strategic Planning, Brand Development, Public Speaking, Aerospace, Aerodynamics, Associate Development, Instructor-led Training, Communication Skills, Requirements Management, Project Portfolio..., Risk Management, Stakeholders Management, Project Planning, Software Implementation..., User Acceptance Testing, Event Planning, Strategy, Leadership, Retirement, Agile Methodologies, PMO, Financial Advisory, SDLC, Requirements Gathering, Vendor Management, Software Project..., Team Leadership, MS Project, Agile Project Management, PMP, IT Management, Financial Services, Mutual Funds, Process Improvement, Business Analysis, Series 7, Wealth Management, Securities, Portfolio Management, Fixed Annuities, Training, Resource Management, Requirements Analysis
Education
Washington University in St. Louis 1997 — 1998
Management Information Systems, General
University of Michigan 1992 — 1994
Master of Science (MS), Aerodynamics Engineering
University of Michigan 1988 — 1992
Bachelor's of Science, Aerospace, Aeronautical and Astronautical Engineering
Kent Roosevelt High School 1984 — 1988
High School Diploma
William McDonough William McDonough's Edward Jones Experience April 1996 - June 2003
Job Investment Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2003 - Present
Edward Jones April 1996 - June 2003
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Asset Management, Retirement, Portfolio Management, Securities, Series 7, Alternative Investments, Financial Services, Investment Advisory, Series 63
Education
University of Mississippi
Bachelor of Finance
LPL Financial June 2003 - Present
Edward Jones April 1996 - June 2003
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Asset Management, Retirement, Portfolio Management, Securities, Series 7, Alternative Investments, Financial Services, Investment Advisory, Series 63
Education
University of Mississippi
Bachelor of Finance
Alex Mendiola Alex Mendiola's Edward Jones Experience September 2006 - March 2008
Job Secondary English Teacher
Industry E-Learning
Experience
Romulus Community Schools June 2012 - Present
University of Michigan September 2011 - Present
American Heart Association September 2009 - Present
Romulus Community Schools August 2013 - March 2014
Tappan Players February 2012 - March 2012
Tappan Players June 2010 - April 2011
Fidelity Investments April 2008 - April 2011
Edward Jones September 2006 - March 2008
Rovi June 2005 - September 2006
Skills
Asset Allocation, Public Speaking, Investments, Sales, Portfolio Management, Asset Managment, Strategic Planning, Marketing, Microsoft Office, Project Management, Insurance, Strategic Financial..., instructional design, Assessment, English Composition, English Literature, English, Theatre, Acting, Directing, Film Production, Film Actor, Drama, Literature, Teaching
Education
University of Michigan 2012 — 2013
Master of Arts (M.A.), Education
University of Michigan 2001 — 2004
BA, Fine Arts
Romulus Community Schools June 2012 - Present
University of Michigan September 2011 - Present
American Heart Association September 2009 - Present
Romulus Community Schools August 2013 - March 2014
Tappan Players February 2012 - March 2012
Tappan Players June 2010 - April 2011
Fidelity Investments April 2008 - April 2011
Edward Jones September 2006 - March 2008
Rovi June 2005 - September 2006
Skills
Asset Allocation, Public Speaking, Investments, Sales, Portfolio Management, Asset Managment, Strategic Planning, Marketing, Microsoft Office, Project Management, Insurance, Strategic Financial..., instructional design, Assessment, English Composition, English Literature, English, Theatre, Acting, Directing, Film Production, Film Actor, Drama, Literature, Teaching
Education
University of Michigan 2012 — 2013
Master of Arts (M.A.), Education
University of Michigan 2001 — 2004
BA, Fine Arts
Andrea Bryant Andrea Bryant's Edward Jones Experience May 2013 - Present
Job BOA
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Bradford Beach Club, Inc. January 1989 - May 2012
Skills
Strategic Financial..., Marketing Strategy, Small Business, Entrepreneurship, Business Planning, Investments, Financial Analysis, Mergers & Acquisitions, Coaching, Customer Service, Microsoft Office, Financial Planning, Public Speaking, Strategy, Teaching
Education
University of Massachusetts, Amherst 1982 — 1985
B.A., Economics
Edward Jones May 2013 - Present
Bradford Beach Club, Inc. January 1989 - May 2012
Skills
Strategic Financial..., Marketing Strategy, Small Business, Entrepreneurship, Business Planning, Investments, Financial Analysis, Mergers & Acquisitions, Coaching, Customer Service, Microsoft Office, Financial Planning, Public Speaking, Strategy, Teaching
Education
University of Massachusetts, Amherst 1982 — 1985
B.A., Economics
Crystal Schwartz Crystal Schwartz's Edward Jones Experience September 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Wells Fargo August 2010 - August 2012
Integrated Healthcare Strategies September 2005 - September 2009
Ve-nel Lettering October 2000 - September 2005
ABC Radio July 2001 - March 2005
Education
University of Minnesota-Twin Cities 2000 — 2005
Bachelor of Arts, Communication
Edward Jones September 2012 - Present
Wells Fargo August 2010 - August 2012
Integrated Healthcare Strategies September 2005 - September 2009
Ve-nel Lettering October 2000 - September 2005
ABC Radio July 2001 - March 2005
Education
University of Minnesota-Twin Cities 2000 — 2005
Bachelor of Arts, Communication
Darin Hargreaves, MBA, CFP Darin Hargreaves, MBA, CFP's Edward Jones Experience May 1995 - August 2000
Job Senior Vice President, Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2013
Robert W. Baird August 2008 - September 2011
Wachovia Securities, LLC January 2006 - August 2008
Wells Fargo January 2004 - January 2006
Prudential Financial March 2002 - March 2004
Prudential Financial September 2000 - February 2002
Edward Jones May 1995 - August 2000
US Army 1997 - 1999
U.S. Army 1988 - 1995
Skills
Risk Management, Strategic Planning, Coaching, Recruiting, Leadership Development, Business Planning, Strategic Financial..., Leadership, Training, Finance, Sales, Investments, Marketing, Sales Management
Education
Certified Financial Planner Board of Standards, Inc.
CFP - Certified Financial Planner
Wolrdwide Association of Business Coaches 2006 — 2006
RCC - Registered Corporate Coach™
Ameritus University 2002 — 2003
MBA - Master of Business Administration, Business Management
Institute of Business and Finance 1994 — 1995
CFS - Certified Fund Specialist
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science
Wells Fargo Advisors December 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2013
Robert W. Baird August 2008 - September 2011
Wachovia Securities, LLC January 2006 - August 2008
Wells Fargo January 2004 - January 2006
Prudential Financial March 2002 - March 2004
Prudential Financial September 2000 - February 2002
Edward Jones May 1995 - August 2000
US Army 1997 - 1999
U.S. Army 1988 - 1995
Skills
Risk Management, Strategic Planning, Coaching, Recruiting, Leadership Development, Business Planning, Strategic Financial..., Leadership, Training, Finance, Sales, Investments, Marketing, Sales Management
Education
Certified Financial Planner Board of Standards, Inc.
CFP - Certified Financial Planner
Wolrdwide Association of Business Coaches 2006 — 2006
RCC - Registered Corporate Coach™
Ameritus University 2002 — 2003
MBA - Master of Business Administration, Business Management
Institute of Business and Finance 1994 — 1995
CFS - Certified Fund Specialist
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science
Abby Barberg Abby Barberg's Edward Jones Experience December 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2009 - Present
Sci-Tech Premixes January 2008 - December 2009
Nutrition Physiology Corp August 2006 - December 2007
Skills
Series 7, Wealth Management, Retirement Planning, Project Management, Customer Service, Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Retirement, Public Speaking, Investment Advisory, Asset Allocation, Fixed Annuities, Series 63, Securities, Investment Strategies, Equities, Asset Managment, Financial Advisory
Education
University of Minnesota-Twin Cities 2001 — 2006
Masters of Animal Science, Dairy Management
Edward Jones December 2009 - Present
Sci-Tech Premixes January 2008 - December 2009
Nutrition Physiology Corp August 2006 - December 2007
Skills
Series 7, Wealth Management, Retirement Planning, Project Management, Customer Service, Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Retirement, Public Speaking, Investment Advisory, Asset Allocation, Fixed Annuities, Series 63, Securities, Investment Strategies, Equities, Asset Managment, Financial Advisory
Education
University of Minnesota-Twin Cities 2001 — 2006
Masters of Animal Science, Dairy Management
Shari Adair Shari Adair's Edward Jones Experience April 2009 - February 2010
Job Supervisor at Ford Motor Company
Industry Information Services
Experience
Ford Motor Company November 2014 - Present
Ford Motor Company April 2014 - Present
Ford Motor Company March 2010 - Present
Edward Jones April 2009 - February 2010
HP Enterprise Services May 1995 - December 2008
EDS October 2005 - December 2007
EDS March 2004 - September 2005
EDS July 2001 - February 2004
EDS May 1999 - June 2001
General Motors May 1995 - April 1999
Skills
Project Management, Business Strategy, Program Management, Leadership, PMO, Process Improvement, PMP, Project Portfolio..., Asset Managment, Configuration Management, Integration, Outsourcing, IT Service Management, Service Delivery, IT Management, Business Process, Management, Project Planning, Business Analysis, Product Management, Analysis, Strategy, Requirements Analysis, Governance, Testing, Software Development, Agile Methodologies, Team Management, Business Process..., SDLC, Software Project..., Project Delivery, Cross-functional Team..., ITIL, Resource Management, Agile Project Management, SharePoint, IT Outsourcing, Information Technology, Change Management, Asset Management
Education
University of Michigan-Dearborn 1990 — 1995
BA in Business Administration
Ford Motor Company November 2014 - Present
Ford Motor Company April 2014 - Present
Ford Motor Company March 2010 - Present
Edward Jones April 2009 - February 2010
HP Enterprise Services May 1995 - December 2008
EDS October 2005 - December 2007
EDS March 2004 - September 2005
EDS July 2001 - February 2004
EDS May 1999 - June 2001
General Motors May 1995 - April 1999
Skills
Project Management, Business Strategy, Program Management, Leadership, PMO, Process Improvement, PMP, Project Portfolio..., Asset Managment, Configuration Management, Integration, Outsourcing, IT Service Management, Service Delivery, IT Management, Business Process, Management, Project Planning, Business Analysis, Product Management, Analysis, Strategy, Requirements Analysis, Governance, Testing, Software Development, Agile Methodologies, Team Management, Business Process..., SDLC, Software Project..., Project Delivery, Cross-functional Team..., ITIL, Resource Management, Agile Project Management, SharePoint, IT Outsourcing, Information Technology, Change Management, Asset Management
Education
University of Michigan-Dearborn 1990 — 1995
BA in Business Administration
Jeff Rohrkemper Jeff Rohrkemper's Edward Jones Experience June 2012 - August 2012
Job Account Service Representative at Stryker Sustainability Solutions
Industry Medical Devices
Experience
Stryker Sustainability Solutions November 2013 - Present
University of Michigan September 2009 - August 2013
University of Michigan Leadership Academy 2011 - May 2013
Turcotte Hockey Camps 2011 - 2013
Red Berenson Hockey Camps July 2009 - 2013
Edward Jones June 2012 - August 2012
Skills
Training, Public Speaking, Team Building, Leadership, Coaching, Athletics, Fundraising, Sales, Sales Operations, Time Management, Social Networking, Event Planning, Event Management, Data Analysis
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), History & Political Science, 3.48
Stryker Sustainability Solutions November 2013 - Present
University of Michigan September 2009 - August 2013
University of Michigan Leadership Academy 2011 - May 2013
Turcotte Hockey Camps 2011 - 2013
Red Berenson Hockey Camps July 2009 - 2013
Edward Jones June 2012 - August 2012
Skills
Training, Public Speaking, Team Building, Leadership, Coaching, Athletics, Fundraising, Sales, Sales Operations, Time Management, Social Networking, Event Planning, Event Management, Data Analysis
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), History & Political Science, 3.48
Dan Timmerman Dan Timmerman's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Renewal by Andersen October 2009 - April 2015
Andersen Corporation March 2007 - October 2009
Andersen Windows May 2000 - March 2007
Lockheed Martin 1998 - 2000
Skills
Manufacturing, DMAIC, Lean Manufacturing, Assembly Lines, Continuous Improvement, Cross-functional Team..., Design for Manufacturing, Design of Experiments, Kaizen, Process Improvement, Product Development, SPC
Education
University of Minnesota-Twin Cities 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
University of Minnesota-Twin Cities 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
Edward Jones March 2015 - Present
Renewal by Andersen October 2009 - April 2015
Andersen Corporation March 2007 - October 2009
Andersen Windows May 2000 - March 2007
Lockheed Martin 1998 - 2000
Skills
Manufacturing, DMAIC, Lean Manufacturing, Assembly Lines, Continuous Improvement, Cross-functional Team..., Design for Manufacturing, Design of Experiments, Kaizen, Process Improvement, Product Development, SPC
Education
University of Minnesota-Twin Cities 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
University of Minnesota-Twin Cities 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
Connie Hall's Edward Jones Experience June 1995 - March 1998
Job Senior Data Architect
Industry Information Technology and Services
Experience
Lockheed Martin April 2015 - Present
Monsanto Company January 2014 - February 2015
Lockheed Martin / SAIC September 2006 - December 2013
Anheuser-Busch May 2004 - September 2006
AT&T (formerly Southwestern Bell Telephone - SBC) July 2002 - April 2004
MasterCard February 2001 - December 2001
AT&T (formerly Southwestern Bell Telephone - SBC) February 2000 - January 2001
Nestle Purina (formerly Ralston Purina) March 1998 - September 1999
Edward Jones June 1995 - March 1998
Central Louisiana Electric (CLECO) June 1989 - June 1995
Skills
Teradata, Databases, Data Warehousing, Database Design, Physical Data Modeling, Logical Data Modeling, EDW, Oracle, Erwin, Data Architecture, MBA, Security Clearance, Security+, Data Integration, Data Analysis, Business Rules, DDL, Data Mapping, Data Marts, Business Intelligence, DB2, Data Modeling, Database Administration, ETL, OLAP, SDLC, SQL, Visio, Business Process, Data Warehouse..., Replication, Data Governance, Data Migration, Data Management, Relational Databases, PL/SQL, Requirements Analysis, SharePoint, Unix Shell Scripting, Business Analysis, Information Technology, COBOL, SQL Tuning, Requirements Gathering, Dimensional Modeling, Data Quality, Master Data Management, Unix, Stored Procedures, Performance Tuning
Education
Nicholls State University
MBA, Accounting
University of Maryland University College
BA, Business and Management
Lockheed Martin April 2015 - Present
Monsanto Company January 2014 - February 2015
Lockheed Martin / SAIC September 2006 - December 2013
Anheuser-Busch May 2004 - September 2006
AT&T (formerly Southwestern Bell Telephone - SBC) July 2002 - April 2004
MasterCard February 2001 - December 2001
AT&T (formerly Southwestern Bell Telephone - SBC) February 2000 - January 2001
Nestle Purina (formerly Ralston Purina) March 1998 - September 1999
Edward Jones June 1995 - March 1998
Central Louisiana Electric (CLECO) June 1989 - June 1995
Skills
Teradata, Databases, Data Warehousing, Database Design, Physical Data Modeling, Logical Data Modeling, EDW, Oracle, Erwin, Data Architecture, MBA, Security Clearance, Security+, Data Integration, Data Analysis, Business Rules, DDL, Data Mapping, Data Marts, Business Intelligence, DB2, Data Modeling, Database Administration, ETL, OLAP, SDLC, SQL, Visio, Business Process, Data Warehouse..., Replication, Data Governance, Data Migration, Data Management, Relational Databases, PL/SQL, Requirements Analysis, SharePoint, Unix Shell Scripting, Business Analysis, Information Technology, COBOL, SQL Tuning, Requirements Gathering, Dimensional Modeling, Data Quality, Master Data Management, Unix, Stored Procedures, Performance Tuning
Education
Nicholls State University
MBA, Accounting
University of Maryland University College
BA, Business and Management
Dustin Spiers Dustin Spiers's Edward Jones Experience July 1999 - March 2003
Job REALTOR at RE/MAX Premier Group
Industry Real Estate
Experience
RE/MAX Premier Group of Picayune July 2006 - Present
Dungan Engineering/FEMA September 2005 - April 2006
Greystone Mortgage April 2003 - September 2005
Edward Jones July 1999 - March 2003
Skills
Buyer Representation, First Time Home Buyers, Investment Properties, Investments, Investors, Mortgage Lending, Real Estate, Sellers, Short Sales, Foreclosures, Relocation
Education
University of Mississippi - School of Business Administration 1993 — 1998
BBA, Banking and Finance
RE/MAX Premier Group of Picayune July 2006 - Present
Dungan Engineering/FEMA September 2005 - April 2006
Greystone Mortgage April 2003 - September 2005
Edward Jones July 1999 - March 2003
Skills
Buyer Representation, First Time Home Buyers, Investment Properties, Investments, Investors, Mortgage Lending, Real Estate, Sellers, Short Sales, Foreclosures, Relocation
Education
University of Mississippi - School of Business Administration 1993 — 1998
BBA, Banking and Finance
Mark Josephs Mark Josephs's Edward Jones Experience 2009 - 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Edward Jones 2009 - 2012
Honeywell 2002 - 2009
Goldman Sachs 2000 - 2001
US Navy 1996 - 2000
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1995
BS, Civil Engineering
Henry Sibley High School 1991-92 1987 — 1991
Ameriprise Financial Services, Inc. 2012 - Present
Edward Jones 2009 - 2012
Honeywell 2002 - 2009
Goldman Sachs 2000 - 2001
US Navy 1996 - 2000
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1995
BS, Civil Engineering
Henry Sibley High School 1991-92 1987 — 1991
Adam Sachs's Edward Jones Experience February 2013 - Present
Job Business Coach at Edward Jones
Industry Professional Training & Coaching
Experience
Edward Jones February 2013 - Present
Adam Sachs Coaching January 2011 - Present
MyNoteSpot.com January 2010 - December 2010
College Works Painting January 2007 - September 2008
Sachs Seeding & Grading February 1998 - July 2003
Skills
Coaching, Public Speaking, Leadership, Leadership Development, Team Building, Marketing, Training, Organizational..., Personal Development, Strategic Planning, Staff Development, Small Business, Management, Sales, Sales Management, Executive Coaching, Entrepreneurship, Blogging, Organizational..., Time Management
Education
University of Missouri-Columbia 2004 — 2008
BS, Agricultural Business Management
St. Dominic High School 2000 — 2003
Diploma, General
Edward Jones February 2013 - Present
Adam Sachs Coaching January 2011 - Present
MyNoteSpot.com January 2010 - December 2010
College Works Painting January 2007 - September 2008
Sachs Seeding & Grading February 1998 - July 2003
Skills
Coaching, Public Speaking, Leadership, Leadership Development, Team Building, Marketing, Training, Organizational..., Personal Development, Strategic Planning, Staff Development, Small Business, Management, Sales, Sales Management, Executive Coaching, Entrepreneurship, Blogging, Organizational..., Time Management
Education
University of Missouri-Columbia 2004 — 2008
BS, Agricultural Business Management
St. Dominic High School 2000 — 2003
Diploma, General
Kelly DuQuet's Edward Jones Experience March 2013 - December 2014
Job Branch Office Administrator at Edward Jones
Industry Executive Office
Experience
Edward Jones March 2013 - December 2014
Doinidis Chiropractic Life Center August 2004 - August 2013
SKIES Studios September 2010 - May 2011
Department of Veterans Affairs October 2009 - February 2010
Skills
Customer Relations, Executive Management, Administrative..., Office Administration, Benefits Administration, Marketing Strategy, Marketing Communications, Administrative Work, Executive Support, Executive..., Business Travel, Social Media Marketing, Marketing Management, Direct Marketing, Corporate Communications, Internal Communications, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Organizational..., Organizational..., Business Analysis, New Business Development, Business Planning, Business Process..., Business Intelligence, Client Development, Manage Client..., Client Relations Skills, Client Liaison, Client Education, Time Management, Outstanding time..., Hands-on Problem Solver, Close Attention to..., Executive Search, Public Relations, Customer Service, Dance, Teaching, Healthcare, Organizational..., Nutrition, Chiropractic, Military Affairs, Money Management, Social Networking, Account Management, Management
Education
University of Michigan-Dearborn
Psychology
Wayne State University 2003 — 2004
Psychology
Washington State University 2009 — 2010
Bachelor of Applied Science (BASc), Psychology and Sociology, 3.8
Edward Jones March 2013 - December 2014
Doinidis Chiropractic Life Center August 2004 - August 2013
SKIES Studios September 2010 - May 2011
Department of Veterans Affairs October 2009 - February 2010
Skills
Customer Relations, Executive Management, Administrative..., Office Administration, Benefits Administration, Marketing Strategy, Marketing Communications, Administrative Work, Executive Support, Executive..., Business Travel, Social Media Marketing, Marketing Management, Direct Marketing, Corporate Communications, Internal Communications, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Organizational..., Organizational..., Business Analysis, New Business Development, Business Planning, Business Process..., Business Intelligence, Client Development, Manage Client..., Client Relations Skills, Client Liaison, Client Education, Time Management, Outstanding time..., Hands-on Problem Solver, Close Attention to..., Executive Search, Public Relations, Customer Service, Dance, Teaching, Healthcare, Organizational..., Nutrition, Chiropractic, Military Affairs, Money Management, Social Networking, Account Management, Management
Education
University of Michigan-Dearborn
Psychology
Wayne State University 2003 — 2004
Psychology
Washington State University 2009 — 2010
Bachelor of Applied Science (BASc), Psychology and Sociology, 3.8
Ed Krohn's Edward Jones Experience January 2003 - September 2007
Job Matting Specialist at Sterling Lumber Company
Industry Oil & Energy
Experience
Sterling Lumber Company January 2012 - Present
Atwood Timber & Lumber October 2007 - January 2012
Edward Jones January 2003 - September 2007
Skills
Property, Investments, Valuation, Financial Analysis, Appraisals, Due Diligence, Budgets, Sales, Negotiation, Risk Management, Licensing, Contract Negotiation, Strategic Planning, Purchasing, Timber, Management, Operations Management, Supervisory Skills, Contract Management, Construction, Project Planning, Project Management, Procurement
Education
University of Michigan 1992 — 1996
B.S.
White Cloud
Sterling Lumber Company January 2012 - Present
Atwood Timber & Lumber October 2007 - January 2012
Edward Jones January 2003 - September 2007
Skills
Property, Investments, Valuation, Financial Analysis, Appraisals, Due Diligence, Budgets, Sales, Negotiation, Risk Management, Licensing, Contract Negotiation, Strategic Planning, Purchasing, Timber, Management, Operations Management, Supervisory Skills, Contract Management, Construction, Project Planning, Project Management, Procurement
Education
University of Michigan 1992 — 1996
B.S.
White Cloud
Ed McClellan, AAMS Ed McClellan, AAMS's Edward Jones Experience 2008 - Present
Job Financial Advisor
Industry Investment Management
Experience
National Watermelon Promotion Board March 2015 - Present
Edward Jones 2008 - Present
McClellan Produce Sales April 1996 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2005
MBA
Western Michigan University 1978 — 1983
BS
National Watermelon Promotion Board March 2015 - Present
Edward Jones 2008 - Present
McClellan Produce Sales April 1996 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2005
MBA
Western Michigan University 1978 — 1983
BS
Jana New Jana New's Edward Jones Experience October 2010 - July 2011
Job Senior Service Sales Engineer at Emerson Network Power
Industry Electrical/Electronic Manufacturing
Experience
Emerson Network Power Chloride Industrial Systems September 2014 - Present
Toshiba International Corporation July 2011 - July 2014
Edward Jones October 2010 - July 2011
Phonics Boxes August 1999 - July 2011
Purvin & Gertz, Inc December 1996 - May 1999
Metallgesellschaft, MG Refining & Marketing, Inc August 1992 - July 1996
Metallgesellschaft, MG Refining & Marketing, Inc August 1992 - December 1994
Skills
Sales, Budgets, Customer Service, Microsoft Excel, Negotiation, Marketing, Microsoft Word, PowerPoint, Contract Management, Advertising, Market Analysis, Public Relations, Database Administration, Risk Management, Software, UPS Systems, Power Supplies, ciritical power, Mission Critical, Data Center, UPS systems, Business Development, Product Marketing, Contract Negotiation, New Business Development, Outlook, Management, Human Resources, Forecasting, Energy, Sales Management, Account Management, Team Building, Leadership, Project Planning, Start-ups, Operations Management, Team Leadership, Direct Sales, Product Management, Strategic Planning, Product Development, Strategic Partnerships, Sales Operations, Sales Process, Salesforce.com, Cross-functional Team..., Program Management, Manufacturing, CRM
Education
University of Maryland College Park 1990 — 1995
B.A. - Business Management & Psychology, Business, Management, Marketing, and Related Support Services
Vicenza American High School
High School
Emerson Network Power Chloride Industrial Systems September 2014 - Present
Toshiba International Corporation July 2011 - July 2014
Edward Jones October 2010 - July 2011
Phonics Boxes August 1999 - July 2011
Purvin & Gertz, Inc December 1996 - May 1999
Metallgesellschaft, MG Refining & Marketing, Inc August 1992 - July 1996
Metallgesellschaft, MG Refining & Marketing, Inc August 1992 - December 1994
Skills
Sales, Budgets, Customer Service, Microsoft Excel, Negotiation, Marketing, Microsoft Word, PowerPoint, Contract Management, Advertising, Market Analysis, Public Relations, Database Administration, Risk Management, Software, UPS Systems, Power Supplies, ciritical power, Mission Critical, Data Center, UPS systems, Business Development, Product Marketing, Contract Negotiation, New Business Development, Outlook, Management, Human Resources, Forecasting, Energy, Sales Management, Account Management, Team Building, Leadership, Project Planning, Start-ups, Operations Management, Team Leadership, Direct Sales, Product Management, Strategic Planning, Product Development, Strategic Partnerships, Sales Operations, Sales Process, Salesforce.com, Cross-functional Team..., Program Management, Manufacturing, CRM
Education
University of Maryland College Park 1990 — 1995
B.A. - Business Management & Psychology, Business, Management, Marketing, and Related Support Services
Vicenza American High School
High School
Jackie S Jackie S's Edward Jones Experience August 2009 - February 2011
Job KELLY Financial Resources /Business Development Representative
Industry Staffing and Recruiting
Experience
Kelly Services~ Kelly Financial Resources March 2014 - Present
Wells Fargo Home Mortgage November 2012 - August 2013
JPMorgan Chase August 2011 - November 2012
Edward Jones August 2009 - February 2011
Marribella Mortgage October 2001 - May 2007
HomeComings Financial Network-GMAC August 1996 - October 2001
Skills
Sales, Loans, Mortgage Lending, Mortgage Banking, Sales Operations, Residential Mortgages, Refinance, Credit, FHA, Mortgage Underwriting, Loan Servicing, Consumer Lending, Underwriting, Loan Origination, Compliance Analysis, Customer Service, Customer Retention, Strategic Negotiations, Project Management, Compliance
Education
University of Minnesota-Morris 1988 — 1991
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies/ Sociology, 3.0
Bloomington Jefferson High School
Kelly Services~ Kelly Financial Resources March 2014 - Present
Wells Fargo Home Mortgage November 2012 - August 2013
JPMorgan Chase August 2011 - November 2012
Edward Jones August 2009 - February 2011
Marribella Mortgage October 2001 - May 2007
HomeComings Financial Network-GMAC August 1996 - October 2001
Skills
Sales, Loans, Mortgage Lending, Mortgage Banking, Sales Operations, Residential Mortgages, Refinance, Credit, FHA, Mortgage Underwriting, Loan Servicing, Consumer Lending, Underwriting, Loan Origination, Compliance Analysis, Customer Service, Customer Retention, Strategic Negotiations, Project Management, Compliance
Education
University of Minnesota-Morris 1988 — 1991
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies/ Sociology, 3.0
Bloomington Jefferson High School
Darren Conklin Darren Conklin's Edward Jones Experience August 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Ron Jackson Insurance Agency February 1992 - March 2014
Education
University of Michigan 1986 — 1991
Bachelor's degree, General Studies
Plainwell High School 1982 — 1986
Edward Jones August 2014 - Present
Ron Jackson Insurance Agency February 1992 - March 2014
Education
University of Michigan 1986 — 1991
Bachelor's degree, General Studies
Plainwell High School 1982 — 1986
Paul Brouillard Paul Brouillard's Edward Jones Experience March 2013 - Present
Job Financial Advisor at Edward Jones
Industry Biotechnology
Experience
Edward Jones March 2013 - Present
CPC Scientific December 2011 - October 2012
Spectrum Chemical February 2010 - September 2012
Sigma Aldrich May 1999 - October 2009
Promega October 1992 - April 1999
Thermo Fisher Scientific October 1989 - October 1992
Skills
Supply Chain, Building Relationships, Account Management, Process Improvement, Sales Management, Selling Skills, Negotiation, New Business Development, Contract Development, Contract Negotiation, Contract Implementation, Strategic Planning, Salesforce Training, Collaborative Problem..., B2B, Strategic Partnerships, Sales Management..., Sales Compensation, Sales Incentive Programs, Coaching, Capital Equipment, Contract Management, Strategy, Sales operations, Sales Operations, Business Development, Biopharmaceuticals, Key Account Management, Medical Devices, International Sales, Product Development, Product Launch, Competitive Analysis, Cross-functional Team..., Product Management, Biotechnology, Lifesciences, Incentive Programs, Selling, Management, Program Management, Forecasting, Direct Sales, Marketing, Sales, Pharmaceutical Industry, Product Marketing, Commercialization, Sales Process, Market Development
Education
University of Massachusetts Boston 1965 — 1969
BS, Chemistry and Education, Chemistry, Education, General Science
Edward Jones March 2013 - Present
CPC Scientific December 2011 - October 2012
Spectrum Chemical February 2010 - September 2012
Sigma Aldrich May 1999 - October 2009
Promega October 1992 - April 1999
Thermo Fisher Scientific October 1989 - October 1992
Skills
Supply Chain, Building Relationships, Account Management, Process Improvement, Sales Management, Selling Skills, Negotiation, New Business Development, Contract Development, Contract Negotiation, Contract Implementation, Strategic Planning, Salesforce Training, Collaborative Problem..., B2B, Strategic Partnerships, Sales Management..., Sales Compensation, Sales Incentive Programs, Coaching, Capital Equipment, Contract Management, Strategy, Sales operations, Sales Operations, Business Development, Biopharmaceuticals, Key Account Management, Medical Devices, International Sales, Product Development, Product Launch, Competitive Analysis, Cross-functional Team..., Product Management, Biotechnology, Lifesciences, Incentive Programs, Selling, Management, Program Management, Forecasting, Direct Sales, Marketing, Sales, Pharmaceutical Industry, Product Marketing, Commercialization, Sales Process, Market Development
Education
University of Massachusetts Boston 1965 — 1969
BS, Chemistry and Education, Chemistry, Education, General Science
Alexandra Penn Alexandra Penn's Edward Jones Experience June 2011 - January 2012
Job Physician Liaison at Center for Vein Restoration
Industry Marketing and Advertising
Experience
Center for Vein Restoration September 2015 - Present
Network Media Partners, Inc. January 2014 - September 2015
Vector Marketing Corporation June 2013 - December 2013
Edward Jones June 2011 - January 2012
Edward Jones June 2009 - June 2011
Skills
Research, Social Media, Marketing Communications, Customer Service, Customer Satisfaction, Office Administration, Telemarketing, Sales Presentations, Strategic Sales..., Strategy, Sales
Education
University of Maryland College Park 2010 — 2013
Bachelor of Arts (B.A.), Communication
American University of Rome 2012 — 2012
Center for Vein Restoration September 2015 - Present
Network Media Partners, Inc. January 2014 - September 2015
Vector Marketing Corporation June 2013 - December 2013
Edward Jones June 2011 - January 2012
Edward Jones June 2009 - June 2011
Skills
Research, Social Media, Marketing Communications, Customer Service, Customer Satisfaction, Office Administration, Telemarketing, Sales Presentations, Strategic Sales..., Strategy, Sales
Education
University of Maryland College Park 2010 — 2013
Bachelor of Arts (B.A.), Communication
American University of Rome 2012 — 2012
Walter Findley Walter Findley's Edward Jones Experience November 1995 - March 1998
Job Finance Professor at Webster University
Industry Financial Services
Experience
APPSTAR/FIRST THIRD BANK July 2012 - Present
Webster University January 2011 - Present
Mx Energy January 2003 - February 2007
First Securities USA March 1998 - September 2002
Edward Jones November 1995 - March 1998
Skills
Sales Management, Managerial Finance, Business Strategy, Strategic Planning, Contract Negotiation, Project Planning, Account Management, Negotiation, Direct Sales, New Business Development, Team Building, Customer Service, Coaching, Risk Management, Public Speaking, Marketing Strategy, Leadership, Due Diligence, Recruiting, Team Leadership, Microsoft Office, Mergers, Forecasting, Pricing, Business Planning, Budgets, Management, Business Analysis, Operations Management, Income Statement, Strategy, Management Consulting, Start-ups, Cold Calling, Salesforce.com, Sales, Selling, B2B, Credit, Lead Generation, Strategic Financial..., Investments
Education
University of Wisconsin-Madison 1982 — 1983
MBA, Banking, Corporate, Finance, and Securities Law
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
APPSTAR/FIRST THIRD BANK July 2012 - Present
Webster University January 2011 - Present
Mx Energy January 2003 - February 2007
First Securities USA March 1998 - September 2002
Edward Jones November 1995 - March 1998
Skills
Sales Management, Managerial Finance, Business Strategy, Strategic Planning, Contract Negotiation, Project Planning, Account Management, Negotiation, Direct Sales, New Business Development, Team Building, Customer Service, Coaching, Risk Management, Public Speaking, Marketing Strategy, Leadership, Due Diligence, Recruiting, Team Leadership, Microsoft Office, Mergers, Forecasting, Pricing, Business Planning, Budgets, Management, Business Analysis, Operations Management, Income Statement, Strategy, Management Consulting, Start-ups, Cold Calling, Salesforce.com, Sales, Selling, B2B, Credit, Lead Generation, Strategic Financial..., Investments
Education
University of Wisconsin-Madison 1982 — 1983
MBA, Banking, Corporate, Finance, and Securities Law
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Paul Felix's Edward Jones Experience April 2002 - June 2004
Job Business Intelligence Professional
Industry Information Technology and Services
Experience
LeapFrogBI LLC April 2010 - Present
Catapult Systems February 2012 - March 2013
MeLLmo September 2010 - February 2012
LiveLogic June 2009 - September 2010
Consultant November 2008 - May 2009
Panorama Software March 2008 - November 2008
Sprint Nextel June 2004 - March 2008
Edward Jones April 2002 - June 2004
Nextel February 1997 - April 2002
United States Marine Corps August 1992 - February 1997
Skills
SQL Server, ETL, Data Modeling, Analysis Services, Integration Services, Reporting Services, Kapow, Data Mining, Data Warehouse..., ASP.NET, SQL, MDX, VB.NET, Mobile, Business Intelligence, Decision Support, Predictive Analytics, Reporting & Analysis, QlikView, SharePoint, Excel, Kerberos, SSO, Product Management, Data Warehousing, Analytics, Performance Management, OLAP, SSIS, SSRS, Microsoft SQL Server, Mobile Devices, Data Marts, T-SQL, Data Integration, Dashboard, Business Intelligence..., Dimensional Modeling, Business Analytics, Agile Methodologies, Enterprise Software, .NET, Pre-sales, Performance Tuning, Consulting, Microsoft Excel
Education
University of Phoenix 2004 — 2008
Masters, Business Administration
University of Maryland University College 1997 — 2001
Bachelor of Science, Behavioral and Social Science
LeapFrogBI LLC April 2010 - Present
Catapult Systems February 2012 - March 2013
MeLLmo September 2010 - February 2012
LiveLogic June 2009 - September 2010
Consultant November 2008 - May 2009
Panorama Software March 2008 - November 2008
Sprint Nextel June 2004 - March 2008
Edward Jones April 2002 - June 2004
Nextel February 1997 - April 2002
United States Marine Corps August 1992 - February 1997
Skills
SQL Server, ETL, Data Modeling, Analysis Services, Integration Services, Reporting Services, Kapow, Data Mining, Data Warehouse..., ASP.NET, SQL, MDX, VB.NET, Mobile, Business Intelligence, Decision Support, Predictive Analytics, Reporting & Analysis, QlikView, SharePoint, Excel, Kerberos, SSO, Product Management, Data Warehousing, Analytics, Performance Management, OLAP, SSIS, SSRS, Microsoft SQL Server, Mobile Devices, Data Marts, T-SQL, Data Integration, Dashboard, Business Intelligence..., Dimensional Modeling, Business Analytics, Agile Methodologies, Enterprise Software, .NET, Pre-sales, Performance Tuning, Consulting, Microsoft Excel
Education
University of Phoenix 2004 — 2008
Masters, Business Administration
University of Maryland University College 1997 — 2001
Bachelor of Science, Behavioral and Social Science
David Biddle David Biddle's Edward Jones Experience March 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Biddle Sales, Inc. January 2011 - March 2012
Lane Home Furnishings January 1995 - December 2010
Skills
Sales, Marketing, Merchandising, Retail, Training, portfolio review
Education
University of Mississippi 1990 — 1994
Bachelor of Arts (BA), History
Tupelo High
Tupelo High
Edward Jones March 2012 - Present
Biddle Sales, Inc. January 2011 - March 2012
Lane Home Furnishings January 1995 - December 2010
Skills
Sales, Marketing, Merchandising, Retail, Training, portfolio review
Education
University of Mississippi 1990 — 1994
Bachelor of Arts (BA), History
Tupelo High
Tupelo High
Gautam Muthusamy's Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Omega Gamma Pi Fraternity December 2011 - December 2012
American hedge fund June 2012 - September 2012
200 EMA, Inc. May 2010 - September 2012
American hedge fund June 2011 - August 2011
American hedge fund June 2010 - August 2010
Crayton Electronics June 2009 - September 2009
Skills
Trading Strategies, Equity Trading, ETFs, Trading, Securities, Asset Management, Portfolio Management, Macroeconomics, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Volatility
Education
University of Michigan 2009 — 2013
B.A, Economics
Novi high school 2005 — 2009
Edward Jones July 2013 - Present
Omega Gamma Pi Fraternity December 2011 - December 2012
American hedge fund June 2012 - September 2012
200 EMA, Inc. May 2010 - September 2012
American hedge fund June 2011 - August 2011
American hedge fund June 2010 - August 2010
Crayton Electronics June 2009 - September 2009
Skills
Trading Strategies, Equity Trading, ETFs, Trading, Securities, Asset Management, Portfolio Management, Macroeconomics, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Volatility
Education
University of Michigan 2009 — 2013
B.A, Economics
Novi high school 2005 — 2009
David Harbison's Edward Jones Experience June 2010 - November 2012
Job President BancorpSouth
Industry Banking
Experience
BancorpSouth November 2012 - Present
Edward Jones June 2010 - November 2012
Renasant Bank October 2004 - May 2010
Skills
Commercial Lending, Portfolio Management, Mortgage Lending, Construction Loans, Commercial Mortgages, Credit Analysis, Banking, Commercial Banking, Consumer Lending, Loan Origination, Loans, Small Business Lending, Lines Of Credit, Credit, Mortgage Banking
Education
University of Alabama at Birmingham 1995 — 1997
MBA, Finance, General
University of Mississippi 1990 — 1994
Finance, Banking and Financial Support Services
BancorpSouth November 2012 - Present
Edward Jones June 2010 - November 2012
Renasant Bank October 2004 - May 2010
Skills
Commercial Lending, Portfolio Management, Mortgage Lending, Construction Loans, Commercial Mortgages, Credit Analysis, Banking, Commercial Banking, Consumer Lending, Loan Origination, Loans, Small Business Lending, Lines Of Credit, Credit, Mortgage Banking
Education
University of Alabama at Birmingham 1995 — 1997
MBA, Finance, General
University of Mississippi 1990 — 1994
Finance, Banking and Financial Support Services
Darin Koss Darin Koss's Edward Jones Experience October 1992 - December 2004
Job Wealth Consultant, Managing Principal at Koss Financial Group
Industry Financial Services
Experience
Koss Financial Group December 2004 - Present
Edward Jones October 1992 - December 2004
Skills
Investments, Finance, Management, Retirement Planning, Strategic Planning, Series 7, Leadership, Securities, Wealth Management, Financial Analysis, Strategic Financial..., Insurance, Series 63, Mutual Funds, Marketing Strategy, 401-k Rollovers, Estate Investment..., Multi-generational...
Education
University of Michigan 1987 — 1992
BBA, Finance & Marketing
Koss Financial Group December 2004 - Present
Edward Jones October 1992 - December 2004
Skills
Investments, Finance, Management, Retirement Planning, Strategic Planning, Series 7, Leadership, Securities, Wealth Management, Financial Analysis, Strategic Financial..., Insurance, Series 63, Mutual Funds, Marketing Strategy, 401-k Rollovers, Estate Investment..., Multi-generational...
Education
University of Michigan 1987 — 1992
BBA, Finance & Marketing
Roy McClung, MBA Roy McClung, MBA's Edward Jones Experience May 2012 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones May 2012 - July 2014
Merrill Edge September 2010 - May 2012
Charles Schwab2006-2010 October 2006 - February 2010
Banc of America Investments2004-2006 January 2004 - October 2006
FedEx Services November 2002 - January 2004
Fisher Investments March 2002 - October 2002
Skills
401k, Asset Allocation, Asset Management, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Alternative Investments, Trading
Education
Keller Graduate School of Management
MBA
University of Mississippi 1982 — 1985
Bachelor of Business Administration
Edward Jones May 2012 - July 2014
Merrill Edge September 2010 - May 2012
Charles Schwab2006-2010 October 2006 - February 2010
Banc of America Investments2004-2006 January 2004 - October 2006
FedEx Services November 2002 - January 2004
Fisher Investments March 2002 - October 2002
Skills
401k, Asset Allocation, Asset Management, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Alternative Investments, Trading
Education
Keller Graduate School of Management
MBA
University of Mississippi 1982 — 1985
Bachelor of Business Administration
Bill Canning Bill Canning's Edward Jones Experience March 1997 - August 1998
Job
Industry Information Technology and Services
Experience
Carolyn Eynon Singers July 2015 - Present
Microsoft January 2015 - Present
Microsoft September 2012 - January 2015
Ernst & Young September 2010 - September 2012
Microsoft March 2010 - September 2010
Microsoft April 2008 - March 2010
Microsoft November 2004 - April 2008
Washington Mutual June 2003 - November 2004
Ernst & Young LLP August 1998 - June 2003
Edward Jones March 1997 - August 1998
Education
University of Missouri - Columbia 1990 — 1995
MBA, Information Systems
Carolyn Eynon Singers July 2015 - Present
Microsoft January 2015 - Present
Microsoft September 2012 - January 2015
Ernst & Young September 2010 - September 2012
Microsoft March 2010 - September 2010
Microsoft April 2008 - March 2010
Microsoft November 2004 - April 2008
Washington Mutual June 2003 - November 2004
Ernst & Young LLP August 1998 - June 2003
Edward Jones March 1997 - August 1998
Education
University of Missouri - Columbia 1990 — 1995
MBA, Information Systems
Nick Stovall, CPA/PFS Nick Stovall, CPA/PFS's Edward Jones Experience 2008 - 2009
Job President at Stovall & Associates, Ltd.
Industry Accounting
Experience
Stovall & Associates, Ltd January 2011 - Present
Gradient Financial Group March 2009 - Present
Gradient Financial Group March 2009 - February 2012
Edward Jones 2008 - 2009
E Energy Adams, LLC September 2007 - June 2008
Glenn Corporation June 1997 - September 2007
Skills
Strategic Financial..., Tax, Financial Planners, Retirement Planning, Insurance, Fixed Annuities, Estate Planning, Retirement, Financial Advisory, Investments, 401k, SEC filings, IRAs, Financial Reporting, Accounting, Series 7, US GAAP, Wealth, Investment Strategies, Tax Advisory, Financial Accounting, Auditing, Portfolio Management, Alternative Investments, Investment Management, Personal Finance, Partnership Taxation, Asset Managment, Life Insurance, Securities, Internal Controls, CPA, Managerial Finance, Personal Tax Planning, QuickBooks, Investment Advisory, High Net Worth..., Corporate Tax, Asset Allocation, Tax Preparation, Income Tax, Asset Protection, Financial Services, General Ledger, Long-term Care, Mutual Funds, Inheritance Tax Planning, GAAP, Finance, Disability Insurance
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Masters of Business Taxation
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Accounting
Stovall & Associates, Ltd January 2011 - Present
Gradient Financial Group March 2009 - Present
Gradient Financial Group March 2009 - February 2012
Edward Jones 2008 - 2009
E Energy Adams, LLC September 2007 - June 2008
Glenn Corporation June 1997 - September 2007
Skills
Strategic Financial..., Tax, Financial Planners, Retirement Planning, Insurance, Fixed Annuities, Estate Planning, Retirement, Financial Advisory, Investments, 401k, SEC filings, IRAs, Financial Reporting, Accounting, Series 7, US GAAP, Wealth, Investment Strategies, Tax Advisory, Financial Accounting, Auditing, Portfolio Management, Alternative Investments, Investment Management, Personal Finance, Partnership Taxation, Asset Managment, Life Insurance, Securities, Internal Controls, CPA, Managerial Finance, Personal Tax Planning, QuickBooks, Investment Advisory, High Net Worth..., Corporate Tax, Asset Allocation, Tax Preparation, Income Tax, Asset Protection, Financial Services, General Ledger, Long-term Care, Mutual Funds, Inheritance Tax Planning, GAAP, Finance, Disability Insurance
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Masters of Business Taxation
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Accounting
Suzanne Uhl-Melanson's Edward Jones Experience April 1999 - December 2004
Job CFP® & Principal at UhlMelanson Investor Services, LLC 155 Silver St Waterville Maine 12078598877
Industry Financial Services
Experience
Uhl-Melanson Investor Services, LLC January 2005 - Present
Uhl-Melanson Investor Services, LLC January 2005 - Present
Edward Jones April 1999 - December 2004
Lake House Country Inn July 1984 - February 1997
Skills
Insurance, Portfolio Management, Asset Management, Financial Planning, Asset, Securities, Budgeting, Retirement, Wealth Management, Wealth, Business Planning, Long Term Care, Retirement Planning, IRA's, Estate Planning, Series 7, Asset Allocation, Investment Strategies, Series 63, Personal Finance, High Net Worth...
Education
University of Massachusetts, Amherst 1972 — 1976
BS, physical education
Uhl-Melanson Investor Services, LLC January 2005 - Present
Uhl-Melanson Investor Services, LLC January 2005 - Present
Edward Jones April 1999 - December 2004
Lake House Country Inn July 1984 - February 1997
Skills
Insurance, Portfolio Management, Asset Management, Financial Planning, Asset, Securities, Budgeting, Retirement, Wealth Management, Wealth, Business Planning, Long Term Care, Retirement Planning, IRA's, Estate Planning, Series 7, Asset Allocation, Investment Strategies, Series 63, Personal Finance, High Net Worth...
Education
University of Massachusetts, Amherst 1972 — 1976
BS, physical education
Keith Britton Keith Britton's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
CrossFit Juggernaut December 2012 - March 2015
Mill Pine Village 2003 - December 2012
My Fashion Database, Inc. June 2008 - December 2011
Skills
Fashion, Social Media, Real Estate Development, New Media, Film, Entrepreneur, Apparel, Trend Analysis, Entrepreneurship, Start-ups, Digital Marketing, Brand Development, Digital Strategy, Email Marketing, E-commerce, Strategy, Social Media Marketing, User Experience, SEO, Online Advertising, Google Analytics, Strategic Partnerships, Digital Media, Online Marketing, Web Analytics, Sales, Management, SEM
Education
University of Massachusetts at Lowell 1994 — 1999
B.S.B.A., Finance
Timberlane High School 1990 — 1994
Edward Jones March 2015 - Present
CrossFit Juggernaut December 2012 - March 2015
Mill Pine Village 2003 - December 2012
My Fashion Database, Inc. June 2008 - December 2011
Skills
Fashion, Social Media, Real Estate Development, New Media, Film, Entrepreneur, Apparel, Trend Analysis, Entrepreneurship, Start-ups, Digital Marketing, Brand Development, Digital Strategy, Email Marketing, E-commerce, Strategy, Social Media Marketing, User Experience, SEO, Online Advertising, Google Analytics, Strategic Partnerships, Digital Media, Online Marketing, Web Analytics, Sales, Management, SEM
Education
University of Massachusetts at Lowell 1994 — 1999
B.S.B.A., Finance
Timberlane High School 1990 — 1994
Holly Cline's Edward Jones Experience June 2004 - September 2007
Job Manager, Design Partnerships at Target
Industry Retail
Experience
Target August 2012 - Present
Target April 2012 - August 2012
Target April 2011 - April 2012
Target April 2010 - April 2011
Target September 2008 - April 2010
Target December 2007 - September 2008
Target May 2007 - December 2007
Edward Jones June 2004 - September 2007
Minnesota Children's Museum March 2006 - May 2007
Nash Finch Company June 2006 - October 2006
Skills
Excel, Microsoft Office, Photoshop, Photography, Business Strategy, Sustainability, Recruiting, Talent Acquisition, Retail, Human Resources, Onboarding, Employee Relations, Team Leadership, Customer Service, Talent Management, PowerPoint, Public Speaking, Leadership Development, Microsoft Word, Strategic Planning, Merchandising, Performance Management, Organizational..., Employee Engagement, Marketing
Education
University of Minnesota-Twin Cities 2004 — 2007
BA, Psychology
Target August 2012 - Present
Target April 2012 - August 2012
Target April 2011 - April 2012
Target April 2010 - April 2011
Target September 2008 - April 2010
Target December 2007 - September 2008
Target May 2007 - December 2007
Edward Jones June 2004 - September 2007
Minnesota Children's Museum March 2006 - May 2007
Nash Finch Company June 2006 - October 2006
Skills
Excel, Microsoft Office, Photoshop, Photography, Business Strategy, Sustainability, Recruiting, Talent Acquisition, Retail, Human Resources, Onboarding, Employee Relations, Team Leadership, Customer Service, Talent Management, PowerPoint, Public Speaking, Leadership Development, Microsoft Word, Strategic Planning, Merchandising, Performance Management, Organizational..., Employee Engagement, Marketing
Education
University of Minnesota-Twin Cities 2004 — 2007
BA, Psychology
Travis Amiot's Edward Jones Experience January 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2005 - Present
Southwestern May 2000 - October 2005
Education
University of Minnesota Duluth 1999 — 2004
BBA and BA, Martketing and Communications
Edward Jones January 2005 - Present
Southwestern May 2000 - October 2005
Education
University of Minnesota Duluth 1999 — 2004
BBA and BA, Martketing and Communications
Bob Reedy, AAMS®'s Edward Jones Experience 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2010 - Present
Independent May 2010 - January 2011
Independent July 2008 - April 2009
Retirement Living TV February 2007 - July 2008
Discovery Education March 2006 - December 2006
Discovery Health/FitTV April 2005 - March 2006
BBC America 2001 - 2005
The Learning Channel (TLC) June 1999 - June 2001
Skills
Retirement Income..., Life Insurance, College Savings Plans, 401k Rollovers, Wealth Management, Long Term Care Insurance, Company retirement Plans, Investments
Education
University of Maryland College Park 1981 — 1984
Bachelor of Arts (BA), Radio, Television and Film
Edward Jones 2010 - Present
Independent May 2010 - January 2011
Independent July 2008 - April 2009
Retirement Living TV February 2007 - July 2008
Discovery Education March 2006 - December 2006
Discovery Health/FitTV April 2005 - March 2006
BBC America 2001 - 2005
The Learning Channel (TLC) June 1999 - June 2001
Skills
Retirement Income..., Life Insurance, College Savings Plans, 401k Rollovers, Wealth Management, Long Term Care Insurance, Company retirement Plans, Investments
Education
University of Maryland College Park 1981 — 1984
Bachelor of Arts (BA), Radio, Television and Film
Hillary Clemens's Edward Jones Experience February 2012 - Present
Job Academic Training Leader at Edward Jones
Industry Education Management
Experience
Edward Jones February 2012 - Present
Anasazi Foundation April 2011 - April 2012
BYU-Idaho August 2008 - April 2011
Skills
Public Speaking, Teaching, Social Media, Editing, PowerPoint, Nonprofits, Leadership, Presentations, Higher Education, Non-profits, Event Planning, Curriculum Design, Event Management, Grant Writing, Research, Program Development
Education
University of Maryland College Park 2006 — 2008
Master of Arts (M.A.), Curriculum and Instruction
Brigham Young University - Idaho 1999 — 2004
B.S. University Studies (Communication and Biology emphasis)
Edward Jones February 2012 - Present
Anasazi Foundation April 2011 - April 2012
BYU-Idaho August 2008 - April 2011
Skills
Public Speaking, Teaching, Social Media, Editing, PowerPoint, Nonprofits, Leadership, Presentations, Higher Education, Non-profits, Event Planning, Curriculum Design, Event Management, Grant Writing, Research, Program Development
Education
University of Maryland College Park 2006 — 2008
Master of Arts (M.A.), Curriculum and Instruction
Brigham Young University - Idaho 1999 — 2004
B.S. University Studies (Communication and Biology emphasis)
Daniel Shin's Edward Jones Experience January 2007 - August 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Mediaocean November 2010 - Present
Redwood Software February 2007 - June 2010
Edward Jones January 2007 - August 2007
CSC May 2003 - June 2006
GE Global eXchange Services June 1999 - August 2002
Skills
Java, J2EE, GWT, JDBC, Servlets, SVN, JavaScript, HTML, CSS, AJAX, Spring, Struts, MVC, Hibernate, Maven, ant, SQL, JSP, SQL Server, Oracle, Tomcat, Weblogic, Websphere, Subversion, Java Enterprise Edition, Microsoft SQL Server
Education
University of Maryland College Park 1995 — 1999
BS, Electrical Engineering
Mediaocean November 2010 - Present
Redwood Software February 2007 - June 2010
Edward Jones January 2007 - August 2007
CSC May 2003 - June 2006
GE Global eXchange Services June 1999 - August 2002
Skills
Java, J2EE, GWT, JDBC, Servlets, SVN, JavaScript, HTML, CSS, AJAX, Spring, Struts, MVC, Hibernate, Maven, ant, SQL, JSP, SQL Server, Oracle, Tomcat, Weblogic, Websphere, Subversion, Java Enterprise Edition, Microsoft SQL Server
Education
University of Maryland College Park 1995 — 1999
BS, Electrical Engineering
Michelle Abrahams's Edward Jones Experience March 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Public Relations and Communications
Experience
Edward Jones March 2013 - Present
Ciao Amici’s of Brighton November 2010 - Present
Fenton Fitness & Athletic Club March 2011 - March 2013
The Flint Elks April 2009 - October 2010
Brick Street Bar and Grill March 2007 - October 2009
Vic Canever Chevrolet April 2003 - April 2006
Al Serra Automotive March 2000 - April 2003
Skills
Management, Customer Satisfaction, Sales, Customer Service, Negotiation, Teamwork, Insurance, Banking
Education
University of Michigan-Flint 2006 — 2009
Bachelor of Arts, Communication and Media Studies
Edward Jones March 2013 - Present
Ciao Amici’s of Brighton November 2010 - Present
Fenton Fitness & Athletic Club March 2011 - March 2013
The Flint Elks April 2009 - October 2010
Brick Street Bar and Grill March 2007 - October 2009
Vic Canever Chevrolet April 2003 - April 2006
Al Serra Automotive March 2000 - April 2003
Skills
Management, Customer Satisfaction, Sales, Customer Service, Negotiation, Teamwork, Insurance, Banking
Education
University of Michigan-Flint 2006 — 2009
Bachelor of Arts, Communication and Media Studies
Tom Duame's Edward Jones Experience November 1992 - April 2000
Job Director, Complaint Resolutions Group
Industry Financial Services
Experience
Wells Fargo Advisors Director, Mutual Fund OperationsWells Fargo AdvisorsApril 2009 - January 2014
Edward Jones November 1992 - April 2000
US Navy May 1970 - November 1992
Education
University of Maryland College Park
Bachelor of Science (B.S.), Business
Wells Fargo Advisors Director, Mutual Fund OperationsWells Fargo AdvisorsApril 2009 - January 2014
Edward Jones November 1992 - April 2000
US Navy May 1970 - November 1992
Education
University of Maryland College Park
Bachelor of Science (B.S.), Business
Nancy Stemme's Edward Jones Experience January 1986 - August 1988
Job Senior HR Business Partner at Elsevier
Industry Human Resources
Experience
Elsevier March 2012 - Present
Panera Bread August 2009 - January 2012
Solutia June 2004 - April 2009
Premcor Refining March 2001 - June 2004
Mallinckrodt August 1988 - November 2000
Edward Jones January 1986 - August 1988
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
Executive MBA
University of Missouri-Columbia 1980 — 1984
BES, Educational & Counseling Psychology
University of Michigan
Advanced Human Resources Executive Program
Elsevier March 2012 - Present
Panera Bread August 2009 - January 2012
Solutia June 2004 - April 2009
Premcor Refining March 2001 - June 2004
Mallinckrodt August 1988 - November 2000
Edward Jones January 1986 - August 1988
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
Executive MBA
University of Missouri-Columbia 1980 — 1984
BES, Educational & Counseling Psychology
University of Michigan
Advanced Human Resources Executive Program
Kelli Reitzel's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
TigerRisk Partners April 2010 - April 2013
Benfield 2003 - August 2010
Smith Barney May 2002 - May 2003
Skills
Retirement Planning, Portfolio Management, Brokers, Finance, Investments, Life Insurance, Financial Analysis, College Savings Plans, 401k Rollovers, Small Business..., 529 Plans, Simple IRA, Traditional IRA, SEP IRA, Roth IRA, Insurance, Reinsurance
Education
University of Minnesota-Twin Cities 1999 — 2003
BA, Economics
Jamestown High School 1995 — 1999
Edward Jones April 2013 - Present
TigerRisk Partners April 2010 - April 2013
Benfield 2003 - August 2010
Smith Barney May 2002 - May 2003
Skills
Retirement Planning, Portfolio Management, Brokers, Finance, Investments, Life Insurance, Financial Analysis, College Savings Plans, 401k Rollovers, Small Business..., 529 Plans, Simple IRA, Traditional IRA, SEP IRA, Roth IRA, Insurance, Reinsurance
Education
University of Minnesota-Twin Cities 1999 — 2003
BA, Economics
Jamestown High School 1995 — 1999
Sheri (Hotzler) Johnston's Edward Jones Experience 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2001 - Present
WebMD 1998 - 2000
Healtheon 1996 - 1998
ActaMed 1994 - 1996
UnitedHealthcare 1991 - 1994
Cincom Systems 1976 - 1991
Salkin & Linoff 1971 - 1976
City of Norfolk 1970 - 1971
Skills
Certified Financial..., Wealth Management, Life Insurance, Retirement Savings, College Savings Plans, Long Term Care Insurance, Stocks, Municipal Bonds, corporate bonds, Variable Annuities, fixed annuities, Financial Advisory, Software Industry, Estate Planning, Corporates, Investments, 529 Plans, 401k, Software Sales..., Finance
Education
University of Minnesota-Twin Cities
Business Administration and Management, General
Edward Jones 2001 - Present
WebMD 1998 - 2000
Healtheon 1996 - 1998
ActaMed 1994 - 1996
UnitedHealthcare 1991 - 1994
Cincom Systems 1976 - 1991
Salkin & Linoff 1971 - 1976
City of Norfolk 1970 - 1971
Skills
Certified Financial..., Wealth Management, Life Insurance, Retirement Savings, College Savings Plans, Long Term Care Insurance, Stocks, Municipal Bonds, corporate bonds, Variable Annuities, fixed annuities, Financial Advisory, Software Industry, Estate Planning, Corporates, Investments, 529 Plans, 401k, Software Sales..., Finance
Education
University of Minnesota-Twin Cities
Business Administration and Management, General
Don Bemis's Edward Jones Experience August 2008 - Present
Job Sr. Managing Director, Edward Jones
Industry Facilities Services
Experience
Edward Jones August 2008 - Present
Edward Jones 2008 - Present
A.G. Edwards & Sons, Inc. 1991 - 2009
Education
University of Michigan 1961 — 1963
Edward Jones August 2008 - Present
Edward Jones 2008 - Present
A.G. Edwards & Sons, Inc. 1991 - 2009
Education
University of Michigan 1961 — 1963
Drew Gehring's Edward Jones Experience February 1996 - February 1998
Job Managing Director Retirement Services at MassMutual
Industry Financial Services
Experience
MassMutual Retirement Services March 2006 - Present
ADP Retirement Services March 2004 - March 2006
National Bank of Commerce March 2003 - December 2003
New York Life Investment Management/ Mainstay October 2000 - November 2002
COVA (acquired by MetLife Investors) May 1999 - October 2000
1717 Capital Management February 1998 - April 1999
Edward Jones February 1996 - February 1998
Education
University of Mississippi 1988 — 1993
Ole Miss
B.A, Education and Sociology
University of Mississippi- Ole Miss
M.A, Education and Psychology
MassMutual Retirement Services March 2006 - Present
ADP Retirement Services March 2004 - March 2006
National Bank of Commerce March 2003 - December 2003
New York Life Investment Management/ Mainstay October 2000 - November 2002
COVA (acquired by MetLife Investors) May 1999 - October 2000
1717 Capital Management February 1998 - April 1999
Edward Jones February 1996 - February 1998
Education
University of Mississippi 1988 — 1993
Ole Miss
B.A, Education and Sociology
University of Mississippi- Ole Miss
M.A, Education and Psychology
Germaine McFarlane's Edward Jones Experience July 2001 - January 2002
Job Branch Manager at Regions Bank
Industry Marketing and Advertising
Experience
Regions Bank June 2012 - Present
Living Greener LLC, Golden Buyer LLC February 2009 - June 2012
Wachovia June 2007 - February 2009
Wachovia, A Wells Fargo Company June 2002 - June 2007
American Express Financial Advisors January 2002 - August 2002
Edward Jones July 2001 - January 2002
group one financial January 2000 - June 2001
Skills
Credit, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Cash Management, Finance, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Retail Banking, Relationship Management, Branch Banking, Private Banking, Loan Origination, Customer Service, Financial Planning
Education
University of Minnesota-Morris 1994 — 1999
B.S, Economics
university of minnesota-morris 1994 — 1999
Bachelor's degree, Economics
McArthur H.S 1990 — 1994
Regions Bank June 2012 - Present
Living Greener LLC, Golden Buyer LLC February 2009 - June 2012
Wachovia June 2007 - February 2009
Wachovia, A Wells Fargo Company June 2002 - June 2007
American Express Financial Advisors January 2002 - August 2002
Edward Jones July 2001 - January 2002
group one financial January 2000 - June 2001
Skills
Credit, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Cash Management, Finance, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Retail Banking, Relationship Management, Branch Banking, Private Banking, Loan Origination, Customer Service, Financial Planning
Education
University of Minnesota-Morris 1994 — 1999
B.S, Economics
university of minnesota-morris 1994 — 1999
Bachelor's degree, Economics
McArthur H.S 1990 — 1994
Chris Huskey's Edward Jones Experience
Job Team Leader Voice Operations and Projects
Industry Financial Services
Experience
Edward Jones
Skills
Cisco Technologies, Disaster Recovery, Data Center, Windows Server, F5 BigIP
Education
Webster University 2007 — 2009
M.A, Information Technology Managment
University of Maryland University College
Edward Jones
Skills
Cisco Technologies, Disaster Recovery, Data Center, Windows Server, F5 BigIP
Education
Webster University 2007 — 2009
M.A, Information Technology Managment
University of Maryland University College
Heidi Camasso's Edward Jones Experience September 2010 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Rolling Ridge Conference & Retreat Ctr 2006 - January 2013
Apollo Security April 2007 - September 2010
New England Conference United Methodist Church 2005 - 2007
Skills
Customer Service, Data Entry, Security
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Arts (BA), Psychology
Andover High School
Edward Jones September 2010 - Present
Rolling Ridge Conference & Retreat Ctr 2006 - January 2013
Apollo Security April 2007 - September 2010
New England Conference United Methodist Church 2005 - 2007
Skills
Customer Service, Data Entry, Security
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Arts (BA), Psychology
Andover High School
Brian Hanley's Edward Jones Experience February 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2008 - Present
DENSO March 2006 - February 2008
Skills
Retirement Planning, Investment Advisory, 401k, Investments, Wealth Management, High Net Worth..., 401k Rollovers, Variable Annuities, 529 Plans, Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 2009 — 2011
Accredited asset management specialist, Asset management
University of Michigan-Dearborn 2004 — 2007
BBA, Finance
Catholic central high school 1999 — 2003
High school diploma, College prep
Edward Jones February 2008 - Present
DENSO March 2006 - February 2008
Skills
Retirement Planning, Investment Advisory, 401k, Investments, Wealth Management, High Net Worth..., 401k Rollovers, Variable Annuities, 529 Plans, Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 2009 — 2011
Accredited asset management specialist, Asset management
University of Michigan-Dearborn 2004 — 2007
BBA, Finance
Catholic central high school 1999 — 2003
High school diploma, College prep
Bill Hilgedick, CFP's Edward Jones Experience June 1988 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones June 1988 - Present
Skills
Retirement Planning, Risk Management, Leadership, Strategic Planning, Small Business, Aviation
Education
University of Minnesota-Twin Cities 1980 — 1984
BA, Business, Economics
Edward Jones June 1988 - Present
Skills
Retirement Planning, Risk Management, Leadership, Strategic Planning, Small Business, Aviation
Education
University of Minnesota-Twin Cities 1980 — 1984
BA, Business, Economics
Bonnie Bakke's Edward Jones Experience November 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2001 - Present
Skills
Investments, Series 7, Retirement Planning, Portfolio Management, Fixed Annuities, Mutual Funds, Customer Service, Financial Planning, Marketing, Public Speaking, Insurance, Estate Planning, Finance, Wealth Management, Small Business, Retirement, Life Insurance, Roth IRA, Disability Insurance, 401k Rollovers
Education
College of Financial Planning
University of Minnesota-Twin Cities
Edward Jones November 2001 - Present
Skills
Investments, Series 7, Retirement Planning, Portfolio Management, Fixed Annuities, Mutual Funds, Customer Service, Financial Planning, Marketing, Public Speaking, Insurance, Estate Planning, Finance, Wealth Management, Small Business, Retirement, Life Insurance, Roth IRA, Disability Insurance, 401k Rollovers
Education
College of Financial Planning
University of Minnesota-Twin Cities
Sean Pigg's Edward Jones Experience June 2011 - October 2012
Job Senior Vice President at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
D.A. Davidson & Co. November 2013 - June 2015
Pierpont Securities October 2012 - November 2013
Edward Jones June 2011 - October 2012
FTN Financial March 2010 - June 2011
First Horizon May 2008 - March 2010
PricewaterhouseCoopers September 2006 - May 2008
PricewaterhouseCoopers January 2005 - May 2005
Skills
Series 7, Series 63, Building Relationships, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Fixed Income Analysis, Finance, Accounting, Portfolio Management, Financial Services, Capital Markets, SEC filings, Financial Analysis, Financial Reporting, Securities, Valuation
Education
University of Mississippi 2005 — 2006
Master's, Accountancy
University of Mississippi 2001 — 2005
Bachelor's, Accountancy
Brean Capital, LLC June 2015 - Present
D.A. Davidson & Co. November 2013 - June 2015
Pierpont Securities October 2012 - November 2013
Edward Jones June 2011 - October 2012
FTN Financial March 2010 - June 2011
First Horizon May 2008 - March 2010
PricewaterhouseCoopers September 2006 - May 2008
PricewaterhouseCoopers January 2005 - May 2005
Skills
Series 7, Series 63, Building Relationships, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Fixed Income Analysis, Finance, Accounting, Portfolio Management, Financial Services, Capital Markets, SEC filings, Financial Analysis, Financial Reporting, Securities, Valuation
Education
University of Mississippi 2005 — 2006
Master's, Accountancy
University of Mississippi 2001 — 2005
Bachelor's, Accountancy
Walt Farl's Edward Jones Experience 2009 - 2010
Job Voice Actor
Industry Performing Arts
Experience
AMZ Financial Services 2012 - July 2013
Mutual of Omaha 2011 - 2012
Edward Jones 2009 - 2010
National City Mortgage 1993 - 2008
CGG American Services, Inc 1984 - 1991
Skills
Marketing, Mortgage Banking, Mortgage Lending, Retirement, Universal Life, Indexed Annuities, Employee Benefits, Loans, Credit, Loan Origination, Retirement Planning, Sales Management, Sales, Selling, Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Whole Life, Health Insurance, IRAs, Financial Advisory, Brokers
Education
University of Minnesota-Twin Cities 1968 — 1970
University of Minnesota-Twin Cities 1968 — 1970
AMZ Financial Services 2012 - July 2013
Mutual of Omaha 2011 - 2012
Edward Jones 2009 - 2010
National City Mortgage 1993 - 2008
CGG American Services, Inc 1984 - 1991
Skills
Marketing, Mortgage Banking, Mortgage Lending, Retirement, Universal Life, Indexed Annuities, Employee Benefits, Loans, Credit, Loan Origination, Retirement Planning, Sales Management, Sales, Selling, Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Whole Life, Health Insurance, IRAs, Financial Advisory, Brokers
Education
University of Minnesota-Twin Cities 1968 — 1970
University of Minnesota-Twin Cities 1968 — 1970
Lisa Yulkowski's Edward Jones Experience April 2009 - January 2010
Job Financial Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
Edward Jones April 2009 - January 2010
Thomson Reuters May 2005 - February 2009
Independent January 2001 - February 2009
Sunbelt Business Brokers - Santiago, Chile 1998 - 2001
Education
University of Michigan
BA
TIAA-CREF March 2010 - Present
Edward Jones April 2009 - January 2010
Thomson Reuters May 2005 - February 2009
Independent January 2001 - February 2009
Sunbelt Business Brokers - Santiago, Chile 1998 - 2001
Education
University of Michigan
BA
John M. Brady, AAMS®'s Edward Jones Experience Marketing RepresentativeBrokerage Unlimited, Inc.January 2011 - May 2012
Job Senior Investment Service Specialist
Industry Financial Services
Experience
Edward Jones Marketing RepresentativeBrokerage Unlimited, Inc.January 2011 - May 2012
Axius Fin. 2010 - 2010
Bankers Life & Casualty 2009 - 2010
Skills
Customer Service, Investments, Life Insurance, Account Management, Marketing, Leadership, Retirement Planning, Sales, Insurance
Education
University of Mississippi 2003 — 2007
B.B.A., Management and Marketing
Edward Jones Marketing RepresentativeBrokerage Unlimited, Inc.January 2011 - May 2012
Axius Fin. 2010 - 2010
Bankers Life & Casualty 2009 - 2010
Skills
Customer Service, Investments, Life Insurance, Account Management, Marketing, Leadership, Retirement Planning, Sales, Insurance
Education
University of Mississippi 2003 — 2007
B.B.A., Management and Marketing
Brian Burgeson's Edward Jones Experience February 2010 - May 2014
Job Financial Advisor at Independent
Industry Financial Services
Experience
Independent June 2014 - Present
Edward Jones February 2010 - May 2014
Thomson West September 2003 - October 2009
ROI Systems April 2003 - July 2003
Skills
Retirement Planning, Annuities, Portfolio Management, Investments, Stocks, Mutual Funds, Unit Investment Trusts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care Insurance, REIT, Follow-through Skills, Communication Skills, Investor Relations, Building Relationships, Business Development, Fixed Annuities, Sales, Series 7
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Sociology
Independent June 2014 - Present
Edward Jones February 2010 - May 2014
Thomson West September 2003 - October 2009
ROI Systems April 2003 - July 2003
Skills
Retirement Planning, Annuities, Portfolio Management, Investments, Stocks, Mutual Funds, Unit Investment Trusts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care Insurance, REIT, Follow-through Skills, Communication Skills, Investor Relations, Building Relationships, Business Development, Fixed Annuities, Sales, Series 7
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Sociology
Chris Neu, EA's Edward Jones Experience February 2002 - May 2007
Job Principal at Neu DeRaad Tax & Accounting, Partner at Dunncreek Advisors LLC
Industry Financial Services
Experience
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Matt D. Brecht, CFA's Edward Jones Experience 2004 - 2005
Job Funds Research Manager at RiverSource/Ameriprise
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Allianz Life August 2005 - October 2012
Edward Jones 2004 - 2005
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of Minnesota-Twin Cities 1995 — 1997
Bachelor of Science (BS), Biochemistry
Ameriprise Financial Services, Inc. October 2012 - Present
Allianz Life August 2005 - October 2012
Edward Jones 2004 - 2005
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of Minnesota-Twin Cities 1995 — 1997
Bachelor of Science (BS), Biochemistry
Johnnie Leonhardt's Edward Jones Experience August 1989 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1989 - Present
Skills
Certified Financial...
Education
University of Mississippi - School of Business Administration 1976 — 1980
Bachelors, Marketing& finance
Edward Jones August 1989 - Present
Skills
Certified Financial...
Education
University of Mississippi - School of Business Administration 1976 — 1980
Bachelors, Marketing& finance
Corey Whitcomb's Edward Jones Experience April 2009 - September 2009
Job Assistant Store Manager at Columbia Sportswear
Industry Sporting Goods
Experience
Columbia Sportswear March 2010 - Present
Columbia Sportswear March 2010 - Present
Edward Jones April 2009 - September 2009
Scheels All Sports July 2002 - February 2009
SCHEELS ALL SPORTS July 2001 - February 2009
Skills
Sales Management, Marketing Strategy, Sales, Marketing, New Business Development, Merchandising, Account Management, Retail, Key Account Management, Product Development, Trade Shows, Product Marketing, Negotiation, Sales Operations, Advertising
Education
University of Minnesota
Bachelors of Science, Marketing
University of Minnesota-Twin Cities
BS, Marketing
Columbia Sportswear March 2010 - Present
Columbia Sportswear March 2010 - Present
Edward Jones April 2009 - September 2009
Scheels All Sports July 2002 - February 2009
SCHEELS ALL SPORTS July 2001 - February 2009
Skills
Sales Management, Marketing Strategy, Sales, Marketing, New Business Development, Merchandising, Account Management, Retail, Key Account Management, Product Development, Trade Shows, Product Marketing, Negotiation, Sales Operations, Advertising
Education
University of Minnesota
Bachelors of Science, Marketing
University of Minnesota-Twin Cities
BS, Marketing
Will Mello's Edward Jones Experience May 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2009 - Present
HSBC Consumer Lending Division 1993 - Present
HSBC April 1993 - May 2009
HSBC April 1993 - May 2009
Education
University of Massachusetts Dartmouth 1991 — 1996
BA, Business Finance
Edward Jones May 2009 - Present
HSBC Consumer Lending Division 1993 - Present
HSBC April 1993 - May 2009
HSBC April 1993 - May 2009
Education
University of Massachusetts Dartmouth 1991 — 1996
BA, Business Finance
Joey Wilder's Edward Jones Experience October 2003 - December 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley December 2006 - October 2011
Edward Jones October 2003 - December 2006
Education
University of South Florida 1992 — 1994
BS, Communications
Saint Petersburg Junior college 1990 — 1992
Associate of Arts (A.A.)
University of Maryland College Park 1986 — 1988
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley December 2006 - October 2011
Edward Jones October 2003 - December 2006
Education
University of South Florida 1992 — 1994
BS, Communications
Saint Petersburg Junior college 1990 — 1992
Associate of Arts (A.A.)
University of Maryland College Park 1986 — 1988
Barbara Levitt's Edward Jones Experience August 2009 - Present
Job Administrative Assistant at Edward Jones
Industry Investment Banking
Experience
Edward Jones August 2009 - Present
StayWell November 1992 - June 2009
Skills
Calendaring
Education
University of Missouri-Columbia
Secretarial Science
Edward Jones August 2009 - Present
StayWell November 1992 - June 2009
Skills
Calendaring
Education
University of Missouri-Columbia
Secretarial Science
Chris Wengert's Edward Jones Experience 2003 - 2005
Job SVP, Client Development Manager at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Citi 2010 - 2013
Citi 2005 - 2010
Edward Jones 2003 - 2005
GE Capital 2002 - 2003
GE Capital 2001 - 2002
Skills
Recruiting, Credit, Business Development, Training, Credit Cards, Management, Relationship Management
Education
University of Minnesota-Morris 1997 — 2001
Bachelor of Arts, Management
Citi 2013 - Present
Citi 2010 - 2013
Citi 2005 - 2010
Edward Jones 2003 - 2005
GE Capital 2002 - 2003
GE Capital 2001 - 2002
Skills
Recruiting, Credit, Business Development, Training, Credit Cards, Management, Relationship Management
Education
University of Minnesota-Morris 1997 — 2001
Bachelor of Arts, Management
Aaron Rosania's Edward Jones Experience April 2013 - August 2013
Job Sales Consultant at Unum
Industry Marketing and Advertising
Experience
Unum January 2014 - Present
Philly Phaithful April 2010 - Present
Philadelphia Sports Network April 2010 - Present
University of Maryland October 2009 - Present
Edward Jones April 2013 - August 2013
University Directories May 2012 - September 2012
University Directories May 2012 - August 2012
Movie Tavern May 2011 - September 2011
Movie Tavern April 2011 - September 2011
Philadelphia Sports Network May 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Facebook, Customer Service, Public Relations, Marketing Communications, Event Planning, Marketing, Sales, Market Research
Education
University of Maryland 2009 — 2013
Bachelor of Arts, Economics
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Economics, Rising Senior
Unum January 2014 - Present
Philly Phaithful April 2010 - Present
Philadelphia Sports Network April 2010 - Present
University of Maryland October 2009 - Present
Edward Jones April 2013 - August 2013
University Directories May 2012 - September 2012
University Directories May 2012 - August 2012
Movie Tavern May 2011 - September 2011
Movie Tavern April 2011 - September 2011
Philadelphia Sports Network May 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Facebook, Customer Service, Public Relations, Marketing Communications, Event Planning, Marketing, Sales, Market Research
Education
University of Maryland 2009 — 2013
Bachelor of Arts, Economics
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Economics, Rising Senior
Jan Wampuszyc, P.E.'s Edward Jones Experience November 1998 - May 2001
Job Teacher at Mercy High School
Industry Education Management
Experience
Mercy High School September 2005 - Present
Edward Jones November 1998 - May 2001
K&D Industrial Services, Inc. November 1997 - November 1998
Inland Waters Pollution Control Services, LLC October 1995 - November 1997
ABB Environmental Services, Inc. August 1991 - October 1995
Education
University of Michigan 2002 — 2003
Teaching Certificate, 8-12 Chemistry, Physics, Mathematics
University of Michigan 1980 — 1985
BSE/BS, Chemical Engineering/Chemistry
Mercy High School September 2005 - Present
Edward Jones November 1998 - May 2001
K&D Industrial Services, Inc. November 1997 - November 1998
Inland Waters Pollution Control Services, LLC October 1995 - November 1997
ABB Environmental Services, Inc. August 1991 - October 1995
Education
University of Michigan 2002 — 2003
Teaching Certificate, 8-12 Chemistry, Physics, Mathematics
University of Michigan 1980 — 1985
BSE/BS, Chemical Engineering/Chemistry
Samuel Eboweme, M.B.A.'s Edward Jones Experience January 2010 - April 2010
Job Accountant at International Trade Administration
Industry Financial Services
Experience
International Trade Administration November 2013 - Present
Internal Revenue Service June 2010 - November 2013
Edward Jones January 2010 - April 2010
Penske Corporation September 2009 - April 2010
Bank of America January 2009 - May 2009
Liberty Tax Service January 2009 - April 2009
Skills
Investment Banking, Financial Management, Tax Preparation, Accounting, Tax, Auditing, Investments, Audit, Financial Analysis, Managerial Finance, Financial Reporting, General Ledger, Analysis, Time Management, Customer Service, PowerPoint, Management, Internal Controls, Microsoft Office, Accounts Payable, QuickBooks, GAAP, Strategic Financial..., Financial Statements, Internal Audit, Finance, Sarbanes-Oxley Act, US GAAP, Access, Financial Accounting, Journal Entries, Microsoft Excel, Public Speaking, Program Management, Leadership, Microsoft Word, Strategic Planning, Financial Planning, Research, Budgets, Data Analysis, Sales, Marketing, Teamwork
Education
University of Maryland University College 2011 — 2013
Masters, Business Administration in, 3.7
Virginia State University 2006 — 2010
BS, Accounting & Finance
International Trade Administration November 2013 - Present
Internal Revenue Service June 2010 - November 2013
Edward Jones January 2010 - April 2010
Penske Corporation September 2009 - April 2010
Bank of America January 2009 - May 2009
Liberty Tax Service January 2009 - April 2009
Skills
Investment Banking, Financial Management, Tax Preparation, Accounting, Tax, Auditing, Investments, Audit, Financial Analysis, Managerial Finance, Financial Reporting, General Ledger, Analysis, Time Management, Customer Service, PowerPoint, Management, Internal Controls, Microsoft Office, Accounts Payable, QuickBooks, GAAP, Strategic Financial..., Financial Statements, Internal Audit, Finance, Sarbanes-Oxley Act, US GAAP, Access, Financial Accounting, Journal Entries, Microsoft Excel, Public Speaking, Program Management, Leadership, Microsoft Word, Strategic Planning, Financial Planning, Research, Budgets, Data Analysis, Sales, Marketing, Teamwork
Education
University of Maryland University College 2011 — 2013
Masters, Business Administration in, 3.7
Virginia State University 2006 — 2010
BS, Accounting & Finance
Myra Grassfield's Edward Jones Experience August 2005 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2005 - Present
Education
University of Massachusetts, Amherst 1991 — 1995
M Ed, English for Speakers of Other Languages
Ohio University, Athens, OH 1978 — 1981
BA, English Literature
Edward Jones August 2005 - Present
Education
University of Massachusetts, Amherst 1991 — 1995
M Ed, English for Speakers of Other Languages
Ohio University, Athens, OH 1978 — 1981
BA, English Literature
Mary Wolff-Dorsey's Edward Jones Experience April 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2013 - Present
Independent January 2009 - December 2011
CIGNA HealthCare/CIGNA International 1990 - 1998
Skills
Health Insurance, Account Management, Healthcare, Insurance, Employee Benefits, Sales, Life Insurance, Team Building, Leadership, Recruiting, Disability Insurance, Customer Service, Strategic Planning
Education
University of Massachusetts, Amherst 1985 — 1990
Bachelor of Business Administration and Finance
University of Copenhagen, Denmark 1987 — 1988
Edward Jones April 2013 - Present
Independent January 2009 - December 2011
CIGNA HealthCare/CIGNA International 1990 - 1998
Skills
Health Insurance, Account Management, Healthcare, Insurance, Employee Benefits, Sales, Life Insurance, Team Building, Leadership, Recruiting, Disability Insurance, Customer Service, Strategic Planning
Education
University of Massachusetts, Amherst 1985 — 1990
Bachelor of Business Administration and Finance
University of Copenhagen, Denmark 1987 — 1988
Jeremy Weston's Edward Jones Experience July 2003 - November 2004
Job North America Finance Manager at Emerson Process Management Rosemount Flow
Industry Mechanical or Industrial Engineering
Experience
Emerson Process Management - Rosemount Flow January 2015 - Present
Emerson Process Management - Magtech September 2012 - January 2015
Emerson Process Management - Rosemount Measurement October 2011 - September 2012
Four Point Partners, LLC March 2010 - October 2011
Valspar October 2005 - February 2010
United Healthcare November 2004 - September 2005
Edward Jones July 2003 - November 2004
Skills
Financial Analysis, Sarbanes-Oxley Act, Forecasting, Analysis, General Ledger, Financial Modeling, Business Planning, Variance Analysis, Essbase, Auditing, Cost Accounting, US GAAP, Mergers & Acquisitions, Internal Audit, Corporate Finance, Financial Accounting, Managerial Finance, Strategic Financial..., Accounting, Internal Controls, Finance, Process Improvement, Financial Audits, Hyperion Enterprise, Budgets, ERP, GAAP, Business Process..., Financial Reporting, Account Reconciliation, Due Diligence, Consolidation, Acquisition Integration, Financial Forecasting
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), MBA Candidate studying Corporate Finance & Entreprenuership
University of Saint Thomas
Bachelor's Degree, Business Administration and Management, General
Osseo
Osseo
Osseo
Osseo
Emerson Process Management - Rosemount Flow January 2015 - Present
Emerson Process Management - Magtech September 2012 - January 2015
Emerson Process Management - Rosemount Measurement October 2011 - September 2012
Four Point Partners, LLC March 2010 - October 2011
Valspar October 2005 - February 2010
United Healthcare November 2004 - September 2005
Edward Jones July 2003 - November 2004
Skills
Financial Analysis, Sarbanes-Oxley Act, Forecasting, Analysis, General Ledger, Financial Modeling, Business Planning, Variance Analysis, Essbase, Auditing, Cost Accounting, US GAAP, Mergers & Acquisitions, Internal Audit, Corporate Finance, Financial Accounting, Managerial Finance, Strategic Financial..., Accounting, Internal Controls, Finance, Process Improvement, Financial Audits, Hyperion Enterprise, Budgets, ERP, GAAP, Business Process..., Financial Reporting, Account Reconciliation, Due Diligence, Consolidation, Acquisition Integration, Financial Forecasting
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), MBA Candidate studying Corporate Finance & Entreprenuership
University of Saint Thomas
Bachelor's Degree, Business Administration and Management, General
Osseo
Osseo
Osseo
Osseo
Kim Fahnley's Edward Jones Experience
Job Senior Branch Office Administrator
Industry Financial Services
Experience
Edward Jones
Skills
Customer Service, Management, Strategic Planning, Accounting, Office Management, Microsoft Word, PowerPoint, Accounts Receivable, Microsoft Office, Microsoft Excel, Public Speaking
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Wheaton College (MA) 1978 — 1980
Edward Jones
Skills
Customer Service, Management, Strategic Planning, Accounting, Office Management, Microsoft Word, PowerPoint, Accounts Receivable, Microsoft Office, Microsoft Excel, Public Speaking
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Wheaton College (MA) 1978 — 1980
Matthew Cavanaugh's Edward Jones Experience May 2012 - October 2012
Job Sr. Financial Analyst at The Home Depot
Industry Executive Office
Experience
The Home Depot May 2015 - Present
The Home Depot January 2014 - May 2015
The Home Depot October 2012 - January 2014
Edward Jones May 2012 - October 2012
D&D Building Inc. May 2008 - August 2008
Skills
Leadership, Data Analysis, Microsoft Office, Time Management, Coaching, Account Management, Microsoft Excel, Process Improvement, Project Management, Market Research, Financial Analysis, Digital Marketing, Communication, Accounting, Client Development, Financial Reporting, Corporate Finance
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Home Depot May 2015 - Present
The Home Depot January 2014 - May 2015
The Home Depot October 2012 - January 2014
Edward Jones May 2012 - October 2012
D&D Building Inc. May 2008 - August 2008
Skills
Leadership, Data Analysis, Microsoft Office, Time Management, Coaching, Account Management, Microsoft Excel, Process Improvement, Project Management, Market Research, Financial Analysis, Digital Marketing, Communication, Accounting, Client Development, Financial Reporting, Corporate Finance
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
David Groholski's Edward Jones Experience January 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2008 - Present
Groholski Manufacturing Solutions January 2000 - November 2007
Skills
Retirement, Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Business Strategy, Business Development, Business Process, Small Business, Life Insurance, Long Term Care Insurance
Education
University of Michigan 1990 — 1993
Bachelor's degree, Finance, General
Edward Jones January 2008 - Present
Groholski Manufacturing Solutions January 2000 - November 2007
Skills
Retirement, Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Business Strategy, Business Development, Business Process, Small Business, Life Insurance, Long Term Care Insurance
Education
University of Michigan 1990 — 1993
Bachelor's degree, Finance, General
Mary Evelyn Howard's Edward Jones Experience October 2011 - August 2012
Job Nursing Administration at Infirmary Health Thomas Hospital
Industry Restaurants
Experience
Infirmary Health Thomas Hospital August 2012 - Present
Edward Jones October 2011 - August 2012
Chick-fil-A July 2010 - April 2011
Education
University of Mississippi 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Infirmary Health Thomas Hospital August 2012 - Present
Edward Jones October 2011 - August 2012
Chick-fil-A July 2010 - April 2011
Education
University of Mississippi 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Debby Jungquist's Edward Jones Experience August 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Tawas Pathologists September 2006 - August 2011
Education
University of Michigan 1980 — 1984
Bachelors of Business Administration, Business, Management, Marketing, and Related Support Services, Bachelors Degree
Edward Jones August 2011 - Present
Tawas Pathologists September 2006 - August 2011
Education
University of Michigan 1980 — 1984
Bachelors of Business Administration, Business, Management, Marketing, and Related Support Services, Bachelors Degree
Alan Obermiller's Edward Jones Experience November 2012 - Present
Job Manager operations center
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Edward Jones October 2009 - October 2012
Edward Jones August 2008 - September 2009
Edward Jones December 2004 - September 2008
AT&T August 2002 - December 2004
Sprint Nextel August 2000 - August 2002
US Navy November 1991 - October 2000
Skills
Networking, Cisco Technologies, Data Center, Network Design, Network Security, WAN, TCP/IP, Firewalls, Troubleshooting, MPLS, Network Architecture, Routing, Network Engineering
Education
University of Maryland University College 1998 — 2016
Bachelor of Science (B.S.), Network and security
Edward Jones November 2012 - Present
Edward Jones October 2009 - October 2012
Edward Jones August 2008 - September 2009
Edward Jones December 2004 - September 2008
AT&T August 2002 - December 2004
Sprint Nextel August 2000 - August 2002
US Navy November 1991 - October 2000
Skills
Networking, Cisco Technologies, Data Center, Network Design, Network Security, WAN, TCP/IP, Firewalls, Troubleshooting, MPLS, Network Architecture, Routing, Network Engineering
Education
University of Maryland University College 1998 — 2016
Bachelor of Science (B.S.), Network and security
Frances Yeh's Edward Jones Experience July 2003 - October 2007
Job
Industry
Experience
ABA Pathways, LLC August 2013 - Present
Edward Jones July 2003 - October 2007
Comerica Bank September 1999 - June 2003
Education
Wayne State University 1997 — 1999
MBA, Finance
University of Michigan 1991 — 1995
BA, Communication and Media Studies
ABA Pathways, LLC August 2013 - Present
Edward Jones July 2003 - October 2007
Comerica Bank September 1999 - June 2003
Education
Wayne State University 1997 — 1999
MBA, Finance
University of Michigan 1991 — 1995
BA, Communication and Media Studies
Brian Postma's Edward Jones Experience January 2012 - Present
Job Financial Advisor at Edward Jones
Industry Law Enforcement
Experience
Edward Jones January 2012 - Present
Michigan State Police May 2011 - January 2012
Education
University of Michigan-Dearborn 1992 — 1996
Master of Business Administration (M.B.A.), Focus on Finance, 3.75 - With distinction
Edward Jones January 2012 - Present
Michigan State Police May 2011 - January 2012
Education
University of Michigan-Dearborn 1992 — 1996
Master of Business Administration (M.B.A.), Focus on Finance, 3.75 - With distinction
Dan Wisner's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry
Experience
Edward Jones April 2013 - Present
U.S Army April 2009 - November 2010
U.S. Army July 2002 - November 2010
U.S. Army 2004 - 2009
Education
UTSA 2011 — 2012
Master of Business Administration (MBA), 3.74 out of 4.0
University of Maryland University College 2007 — 2010
Bachelor of Science (BS), Finance, 3.73 out of 4.0
Edward Jones April 2013 - Present
U.S Army April 2009 - November 2010
U.S. Army July 2002 - November 2010
U.S. Army 2004 - 2009
Education
UTSA 2011 — 2012
Master of Business Administration (MBA), 3.74 out of 4.0
University of Maryland University College 2007 — 2010
Bachelor of Science (BS), Finance, 3.73 out of 4.0
sally raisigel's Edward Jones Experience July 2009 - Present
Job branch office administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Skills
Wealth Management, Life & Health Insurance..., Retirement, Microsoft Office, Strategic Financial...
Education
University of Michigan
Bachelor of Arts (BA), Psychology
Edward Jones July 2009 - Present
Skills
Wealth Management, Life & Health Insurance..., Retirement, Microsoft Office, Strategic Financial...
Education
University of Michigan
Bachelor of Arts (BA), Psychology
Quentin S. Lyons's Edward Jones Experience 2008 - 2010
Job Results Driven Financial Services Professional
Industry Financial Services
Experience
Internal Revenue Service 2010 - 2013
Edward Jones 2008 - 2010
US Army 2006 - 2008
US Army 2003 - 2006
Skills
Tax Law, Tax Research, Tax, Tax Preparation, Tax Accounting, IRS, Auditing, Income Tax, Corporate Tax, Accounting, Tax Returns, General Ledger, QuickBooks, Government, Accounts Payable, Account Reconciliation, Financial Reporting, GAAP, Investment Advisory, Stockbroking, Financial Services, Financial Advisory, Financial Audits
Education
University of Maryland University College
Bachelor's of Science, Accounting and Business/Management
Internal Revenue Service 2010 - 2013
Edward Jones 2008 - 2010
US Army 2006 - 2008
US Army 2003 - 2006
Skills
Tax Law, Tax Research, Tax, Tax Preparation, Tax Accounting, IRS, Auditing, Income Tax, Corporate Tax, Accounting, Tax Returns, General Ledger, QuickBooks, Government, Accounts Payable, Account Reconciliation, Financial Reporting, GAAP, Investment Advisory, Stockbroking, Financial Services, Financial Advisory, Financial Audits
Education
University of Maryland University College
Bachelor's of Science, Accounting and Business/Management
Ron Weatherly's Edward Jones Experience February 2001 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial 2011 - 2014
Edward Jones February 2001 - April 2011
Education
University of Mississippi 1991 — 1996
Bachelor of Science (B.S.), Biological and Physical Sciences
LPL Financial 2011 - 2014
Edward Jones February 2001 - April 2011
Education
University of Mississippi 1991 — 1996
Bachelor of Science (B.S.), Biological and Physical Sciences
Margie Gosling's Edward Jones Experience June 1998 - February 1999
Job Salon Coordinator at Intrigue salon
Industry Graphic Design
Experience
Intrigue salon February 1999 - Present
Edward Jones June 1998 - February 1999
Gap Inc./Gap March 1993 - November 1997
Skills
Organizational Design, People Skills, Cooking, sewing, Cleaning, Painting, Multi Tasking, Computers, Holiday Decor, Decoration, gift wrapping, meal planning, Ceramic Tile, Gardening, pet care, self discovery, change, fishing, fashion merchandising
Education
University of Minnesota-Twin Cities 1972 — 1974
Intrigue salon February 1999 - Present
Edward Jones June 1998 - February 1999
Gap Inc./Gap March 1993 - November 1997
Skills
Organizational Design, People Skills, Cooking, sewing, Cleaning, Painting, Multi Tasking, Computers, Holiday Decor, Decoration, gift wrapping, meal planning, Ceramic Tile, Gardening, pet care, self discovery, change, fishing, fashion merchandising
Education
University of Minnesota-Twin Cities 1972 — 1974
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation