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
Alexander Foss Alexander Foss's Edward Jones Experience June 2009 - February 2010
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2013 - Present
Fifth Third Bank January 2011 - November 2013
Bankers Life March 2010 - January 2011
Edward Jones June 2009 - February 2010
University of Missouri January 2008 - May 2009
Skills
Series 7, Series 66
Education
University of Missouri-Columbia, College of Business
Master of Business Administration (M.B.A.), Finance, 3.7/4.0
University of Missouri-Columbia
Bachelor's Degree, Marketing, 3.5/4.0
Fifth Third Securities December 2013 - Present
Fifth Third Bank January 2011 - November 2013
Bankers Life March 2010 - January 2011
Edward Jones June 2009 - February 2010
University of Missouri January 2008 - May 2009
Skills
Series 7, Series 66
Education
University of Missouri-Columbia, College of Business
Master of Business Administration (M.B.A.), Finance, 3.7/4.0
University of Missouri-Columbia
Bachelor's Degree, Marketing, 3.5/4.0
Larry Aft Larry Aft's Edward Jones Experience 1987 - 1992
Job Owner, Aft, Forsyth & Company
Industry Financial Services
Experience
Aft, Forsyth & Company November 2005 - Present
Harvey Capital Management November 2004 - November 2005
Bank of America September 1996 - November 2004
Edward Jones 1987 - 1992
Certified Public Accountant December 1980 - December 1987
Skills
Marketing, Small Business, Banking, Customer Service, Business Strategy, Social Media Marketing, Strategic Planning, Entrepreneurship, Microsoft Office, Coaching, Management Consulting, Project Management, Investments, Marketing Strategy, Start-ups, New Business Development, Social Media, Financial Analysis, Sales, Finance, Financial Planning, Portfolio Management, Accounting, Risk Management
Education
University of Missouri-Columbia 1976 — 1980
BSBA, Accounting and Finance
Washington University in St. Louis 1975 — 1977
BSBA Accounting, Accounting and Finance
Aft, Forsyth & Company November 2005 - Present
Harvey Capital Management November 2004 - November 2005
Bank of America September 1996 - November 2004
Edward Jones 1987 - 1992
Certified Public Accountant December 1980 - December 1987
Skills
Marketing, Small Business, Banking, Customer Service, Business Strategy, Social Media Marketing, Strategic Planning, Entrepreneurship, Microsoft Office, Coaching, Management Consulting, Project Management, Investments, Marketing Strategy, Start-ups, New Business Development, Social Media, Financial Analysis, Sales, Finance, Financial Planning, Portfolio Management, Accounting, Risk Management
Education
University of Missouri-Columbia 1976 — 1980
BSBA, Accounting and Finance
Washington University in St. Louis 1975 — 1977
BSBA Accounting, Accounting and Finance
Lisa Lohe Lisa Lohe's Edward Jones Experience February 1988 - July 2008
Job Senior Systems Engineer at Equifax Workforce Solutions
Industry Computer Software
Experience
Equifax Workforce Solutions November 2010 - Present
Wells Fargo Advisors, LLC October 2009 - October 2010
MasterCard March 2009 - October 2009
Edward Jones February 1988 - July 2008
Arthur Andersen January 1987 - February 1988
Skills
Software Project..., Business Analysis, Agile, COBOL, Oracle, SDLC, SQL, Visio, Requirements Analysis, Mainframe, Requirements Gathering, Process Improvement, Systems Analysis, DB2, Agile Methodologies, Testing, Program Management, Web Services, Software Documentation, Quality Assurance, .NET
Education
Webster University 2011 — 2014
MA in Information Technology Management, Academic Honors
University of Missouri-Columbia 1983 — 1987
BSBA, Business Logistics, Magna Cum Laude
Parkway Central
Parkway Central
Equifax Workforce Solutions November 2010 - Present
Wells Fargo Advisors, LLC October 2009 - October 2010
MasterCard March 2009 - October 2009
Edward Jones February 1988 - July 2008
Arthur Andersen January 1987 - February 1988
Skills
Software Project..., Business Analysis, Agile, COBOL, Oracle, SDLC, SQL, Visio, Requirements Analysis, Mainframe, Requirements Gathering, Process Improvement, Systems Analysis, DB2, Agile Methodologies, Testing, Program Management, Web Services, Software Documentation, Quality Assurance, .NET
Education
Webster University 2011 — 2014
MA in Information Technology Management, Academic Honors
University of Missouri-Columbia 1983 — 1987
BSBA, Business Logistics, Magna Cum Laude
Parkway Central
Parkway Central
Clare Michalik Clare Michalik's Edward Jones Experience June 2014 - May 2015
Job Rotational Development Associate at Edward Jones
Industry
Experience
Edward Jones June 2014 - May 2015
Omni Hotels May 2013 - August 2013
Cumulus Media January 2013 - May 2013
Faber and Brand LLC July 2012 - December 2012
Southwestern Advantage May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Social Media Marketing, Team Leadership, Sales
Education
University of Missouri-Columbia 2010 — 2014
Bachelor's degree, Mass Communication/Media Studies
Edward Jones June 2014 - May 2015
Omni Hotels May 2013 - August 2013
Cumulus Media January 2013 - May 2013
Faber and Brand LLC July 2012 - December 2012
Southwestern Advantage May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Social Media Marketing, Team Leadership, Sales
Education
University of Missouri-Columbia 2010 — 2014
Bachelor's degree, Mass Communication/Media Studies
James Sarino James Sarino's Edward Jones Experience October 2000 - March 2006
Job Founder and Consultant at JR2E Consulting
Industry Internet
Experience
JR2E Consulting July 2015 - Present
Answers.com June 2013 - July 2015
Scottrade February 2013 - June 2013
VerticalScope Inc. March 2000 - June 2013
Scottrade March 2010 - February 2013
St. Louis Prelude Club/Honda-Acura Community of St. Louis December 1999 - March 2011
Scottrade March 2006 - March 2010
Edward Jones October 2000 - March 2006
Walgreens August 1998 - October 2000
Skills
Blogging, Social Media, Facebook, Marketing, Google Analytics, Social Media Marketing, Leadership, Project Management, Social Networking, Analysis, Advertising, Online Marketing, Marketing Communications, Community, SEO, Content Strategy, Management, PPC, Team Leadership, Online Advertising, Microsoft Office, Email Marketing, Newsletters, SEM, E-commerce, Strategic Planning, Marketing Strategy, Account Management, Team Building, Digital Marketing, HTML, Omniture, Mutual Funds, WordPress, Community Management, Data Analysis, Sales, YouTube, Competitive Analysis, Adobe Creative Suite, SQL, Clarabridge, LinkedIn, Google+, Twitter, Pinterest, Instagram, VBA, Google Drive, Customer Service
Education
University of Missouri-Columbia 1987 — 1992
BA, Sociology
University of Missouri-Saint Louis 1993 — 1998
MA, Sociology
JR2E Consulting July 2015 - Present
Answers.com June 2013 - July 2015
Scottrade February 2013 - June 2013
VerticalScope Inc. March 2000 - June 2013
Scottrade March 2010 - February 2013
St. Louis Prelude Club/Honda-Acura Community of St. Louis December 1999 - March 2011
Scottrade March 2006 - March 2010
Edward Jones October 2000 - March 2006
Walgreens August 1998 - October 2000
Skills
Blogging, Social Media, Facebook, Marketing, Google Analytics, Social Media Marketing, Leadership, Project Management, Social Networking, Analysis, Advertising, Online Marketing, Marketing Communications, Community, SEO, Content Strategy, Management, PPC, Team Leadership, Online Advertising, Microsoft Office, Email Marketing, Newsletters, SEM, E-commerce, Strategic Planning, Marketing Strategy, Account Management, Team Building, Digital Marketing, HTML, Omniture, Mutual Funds, WordPress, Community Management, Data Analysis, Sales, YouTube, Competitive Analysis, Adobe Creative Suite, SQL, Clarabridge, LinkedIn, Google+, Twitter, Pinterest, Instagram, VBA, Google Drive, Customer Service
Education
University of Missouri-Columbia 1987 — 1992
BA, Sociology
University of Missouri-Saint Louis 1993 — 1998
MA, Sociology
Jessica Albright Jessica Albright's Edward Jones Experience June 2015 - August 2015
Job Supervisor at University of Missouri Career Center
Industry Management Consulting
Experience
University of Missouri Career Center August 2015 - Present
Trulaske College of Business Leadership Conference Executive Board April 2015 - Present
University of Missouri Career Center January 2015 - Present
University of Missouri Career Center January 2014 - Present
Edward Jones June 2015 - August 2015
University of Missouri Career Center August 2014 - May 2015
kate spade new york November 2014 - January 2015
Mizzou Alternative Breaks October 2013 - January 2015
Alpha Phi International Fraternity December 2013 - December 2014
Trulaske College of Business Leadership Conference Executive Board May 2014 - November 2014
Skills
Leadership, Teamwork, PowerPoint, Microsoft Office, Customer Service, Community Outreach, Resume Writing, Career Development, Project Management, Social Media, Career Counseling, Interviewing Skills, Communication, Networking, Presentation Skills, Program Budgeting, Leadership Development, Team Building, Public Relations, Public Speaking, Event Planning, Time Management, Business Efficiency, Collaborative Problem..., Social Networking, Human Resources
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Science in Business Administration, Business Administration and Management
University of Missouri-Columbia 2012 — 2016
Minor, Psychology
University of Missouri-Columbia 2012 — 2016
Minor, Entrepreneurship
Eureka High School 2008 — 2012
University of Missouri Career Center August 2015 - Present
Trulaske College of Business Leadership Conference Executive Board April 2015 - Present
University of Missouri Career Center January 2015 - Present
University of Missouri Career Center January 2014 - Present
Edward Jones June 2015 - August 2015
University of Missouri Career Center August 2014 - May 2015
kate spade new york November 2014 - January 2015
Mizzou Alternative Breaks October 2013 - January 2015
Alpha Phi International Fraternity December 2013 - December 2014
Trulaske College of Business Leadership Conference Executive Board May 2014 - November 2014
Skills
Leadership, Teamwork, PowerPoint, Microsoft Office, Customer Service, Community Outreach, Resume Writing, Career Development, Project Management, Social Media, Career Counseling, Interviewing Skills, Communication, Networking, Presentation Skills, Program Budgeting, Leadership Development, Team Building, Public Relations, Public Speaking, Event Planning, Time Management, Business Efficiency, Collaborative Problem..., Social Networking, Human Resources
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Science in Business Administration, Business Administration and Management
University of Missouri-Columbia 2012 — 2016
Minor, Psychology
University of Missouri-Columbia 2012 — 2016
Minor, Entrepreneurship
Eureka High School 2008 — 2012
Kristen Paquette's Edward Jones Experience June 2015 - Present
Job Rotational Development Professional Service Division at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Edward Jones June 2014 - August 2014
D. Rowe's May 2013 - March 2014
jp style, llc DBA jenny present® May 2012 - August 2012
University of Missouri Adventure Club January 2012 - May 2012
Renee Johnson's Dance Studio May 2011 - January 2012
Renee Johnson's Dance Studio July 2008 - August 2011
Midwest Pool Management May 2009 - September 2009
Skills
Microsoft Office, Leadership, Time Management, Microsoft Excel, PowerPoint, Facebook, Event Planning, Microsoft Word, Customer Service, Public Speaking, Social Media, Highly detail oriented, Dance, Dance Education, Jewelry Design, Creativity, Hardwork, Integrity, Creative Problem Solving, Organization, Childcare, Series 7, Series 66
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Science in Business Administration (B.B.A.), FInance and Banking - Real Estate emphasis
Edward Jones June 2015 - Present
Edward Jones June 2014 - August 2014
D. Rowe's May 2013 - March 2014
jp style, llc DBA jenny present® May 2012 - August 2012
University of Missouri Adventure Club January 2012 - May 2012
Renee Johnson's Dance Studio May 2011 - January 2012
Renee Johnson's Dance Studio July 2008 - August 2011
Midwest Pool Management May 2009 - September 2009
Skills
Microsoft Office, Leadership, Time Management, Microsoft Excel, PowerPoint, Facebook, Event Planning, Microsoft Word, Customer Service, Public Speaking, Social Media, Highly detail oriented, Dance, Dance Education, Jewelry Design, Creativity, Hardwork, Integrity, Creative Problem Solving, Organization, Childcare, Series 7, Series 66
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Science in Business Administration (B.B.A.), FInance and Banking - Real Estate emphasis
Molly Hofman Molly Hofman's Edward Jones Experience May 2014 - Present
Job Product Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Education
University of Missouri-Columbia 2010 — 2010
Masters of Accountancy
University of Missouri-Columbia 2006 — 2010
Bachelor of Business Administration, Accountancy
Edward Jones May 2014 - Present
Education
University of Missouri-Columbia 2010 — 2010
Masters of Accountancy
University of Missouri-Columbia 2006 — 2010
Bachelor of Business Administration, Accountancy
Diana James Diana James's Edward Jones Experience 1988 - 1997
Job Senior Business Analyst, Photographer and amateur Genealogist
Industry Information Technology and Services
Experience
Enterprise Holdings October 2014 - Present
Dianas Photography 2011 - Present
CenturyLink Technology Solutions January 2012 - October 2014
Elementary & Secondary Education - DESE IT 2000 - 2010
State of Missouri 2000 - 2010
State of Missouri 2000 - 2010
Edward Jones 1988 - 1997
Skills
Business Analysis, ITIL, Software Project..., Management, Photography, Software Quality..., Agile Methodologies, SDLC, Vendor Management, Requirements Analysis, XP, Integration, Visio, Process Improvement, SharePoint, Software Documentation, IT Management, Databases, IT Strategy, Database Design, Program Management, Systems Analysis, Disaster Recovery, Windows XP
Education
University of Missouri-Columbia
Bachelor of Journalism, Advertising and Public Releations
Enterprise Holdings October 2014 - Present
Dianas Photography 2011 - Present
CenturyLink Technology Solutions January 2012 - October 2014
Elementary & Secondary Education - DESE IT 2000 - 2010
State of Missouri 2000 - 2010
State of Missouri 2000 - 2010
Edward Jones 1988 - 1997
Skills
Business Analysis, ITIL, Software Project..., Management, Photography, Software Quality..., Agile Methodologies, SDLC, Vendor Management, Requirements Analysis, XP, Integration, Visio, Process Improvement, SharePoint, Software Documentation, IT Management, Databases, IT Strategy, Database Design, Program Management, Systems Analysis, Disaster Recovery, Windows XP
Education
University of Missouri-Columbia
Bachelor of Journalism, Advertising and Public Releations
Justin McKinnies's Edward Jones Experience January 2010 - May 2010
Job Account Executive at Marketwired
Industry Marketing and Advertising
Experience
Marketwired March 2014 - Present
Groupon January 2012 - March 2014
Aerotek August 2010 - January 2012
Edward Jones January 2010 - May 2010
Skills
Recruiting, Talent Acquisition, Social Media, Sales, New Business Development, Cold Calling, Salesforce.com, B2B, Diversity, Contract Negotiation, Manage Client..., Advertising Sales, Sales Prospecting, SaaS, Lead Generation, Account Management
Education
University of Missouri-Columbia
Bachelor's Degree, Business Administration
Marketwired March 2014 - Present
Groupon January 2012 - March 2014
Aerotek August 2010 - January 2012
Edward Jones January 2010 - May 2010
Skills
Recruiting, Talent Acquisition, Social Media, Sales, New Business Development, Cold Calling, Salesforce.com, B2B, Diversity, Contract Negotiation, Manage Client..., Advertising Sales, Sales Prospecting, SaaS, Lead Generation, Account Management
Education
University of Missouri-Columbia
Bachelor's Degree, Business Administration
Brandon Bieser Brandon Bieser's Edward Jones Experience February 2004 - Present
Job Project LeaderOperational Excellence at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2004 - Present
YMCA of Jefferson County September 2002 - February 2004
Skills
Program Management, Team Leadership, ASQ CSSBB
Education
University of Missouri-Columbia 2000 — 2002
B.S., Business Management
Edward Jones February 2004 - Present
YMCA of Jefferson County September 2002 - February 2004
Skills
Program Management, Team Leadership, ASQ CSSBB
Education
University of Missouri-Columbia 2000 — 2002
B.S., Business Management
Brittany Stephens's Edward Jones Experience June 2014 - November 2014
Job Professional Services Recruiter at Aerotek
Industry
Experience
Aerotek June 2015 - Present
Tory Burch November 2014 - May 2015
Edward Jones June 2014 - November 2014
Juicy Couture November 2013 - June 2014
Edward Jones June 2013 - August 2013
Nordstrom November 2012 - January 2013
Shi by Journey's May 2010 - August 2012
Lifeguards Unlimited May 2008 - August 2012
Skills
Time Management, Critical Thinking, Access, Social Networking, Teamwork, Microsoft Office, Research, Photoshop, Customer Service, English, PowerPoint, Microsoft Word, Windows, Outlook, Microsoft Excel, Data Entry, Facebook, Sales, Data Analysis, Leadership, Event Planning, Inventory Management, Public Speaking, Team Leadership, Social Media, Training, Customer Satisfaction, Series 7, Series 66, Analytical Skills, Communication, Marketing
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Science in Business Administration, Marketing
University of Missouri-Columbia 2011 — 2014
Bachelor of Science in Business Administration, Marketing
Aerotek June 2015 - Present
Tory Burch November 2014 - May 2015
Edward Jones June 2014 - November 2014
Juicy Couture November 2013 - June 2014
Edward Jones June 2013 - August 2013
Nordstrom November 2012 - January 2013
Shi by Journey's May 2010 - August 2012
Lifeguards Unlimited May 2008 - August 2012
Skills
Time Management, Critical Thinking, Access, Social Networking, Teamwork, Microsoft Office, Research, Photoshop, Customer Service, English, PowerPoint, Microsoft Word, Windows, Outlook, Microsoft Excel, Data Entry, Facebook, Sales, Data Analysis, Leadership, Event Planning, Inventory Management, Public Speaking, Team Leadership, Social Media, Training, Customer Satisfaction, Series 7, Series 66, Analytical Skills, Communication, Marketing
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Science in Business Administration, Marketing
University of Missouri-Columbia 2011 — 2014
Bachelor of Science in Business Administration, Marketing
Scott Sgarlata's Edward Jones Experience July 2007 - August 2010
Job Financial Advisor Team Lead at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial August 2010 - Present
Edward Jones July 2007 - August 2010
Courtesy Products 2004 - 2006
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Insurance, Estate Planning, Customer Service, Finance, Wealth Management, Leadership, Employee Benefits, Financial Advisory, Management, Life Insurance, Small Business, IRAs, Financial Planning, New Business Development, Sales Management, Investment Strategies, Disability Insurance, Asset Allocation, Investment Advisory, Strategic Planning, Business Coaching, Portfolio Management, Training, Wealth, Securities, Mutual Funds, 401k, Team Building, Staff Development, Marketing, Financial Analysis, Professional Sports
Education
University of Missouri-Columbia 1998 — 2003
Bachelor's degree, Landscape Design
CCS 1985 — 1992
Doctorate, Kickball
Krilogy Financial August 2010 - Present
Edward Jones July 2007 - August 2010
Courtesy Products 2004 - 2006
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Insurance, Estate Planning, Customer Service, Finance, Wealth Management, Leadership, Employee Benefits, Financial Advisory, Management, Life Insurance, Small Business, IRAs, Financial Planning, New Business Development, Sales Management, Investment Strategies, Disability Insurance, Asset Allocation, Investment Advisory, Strategic Planning, Business Coaching, Portfolio Management, Training, Wealth, Securities, Mutual Funds, 401k, Team Building, Staff Development, Marketing, Financial Analysis, Professional Sports
Education
University of Missouri-Columbia 1998 — 2003
Bachelor's degree, Landscape Design
CCS 1985 — 1992
Doctorate, Kickball
Chase DeRousse Chase DeRousse's Edward Jones Experience May 2014 - August 2014
Job Director of Business Development at Major Painting
Industry Consumer Services
Experience
Major Painting June 2015 - Present
Major Lawn Care March 2008 - July 2015
Edward Jones May 2014 - August 2014
Skills
Small Business, Microsoft Office, Microsoft Excel, Sales, Entrepreneurship, Public Speaking
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Science (BS), Finance and Banking with an Emphasis in Commercial Real Estate, & Entrepreneurship Minor
Major Painting June 2015 - Present
Major Lawn Care March 2008 - July 2015
Edward Jones May 2014 - August 2014
Skills
Small Business, Microsoft Office, Microsoft Excel, Sales, Entrepreneurship, Public Speaking
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Science (BS), Finance and Banking with an Emphasis in Commercial Real Estate, & Entrepreneurship Minor
Brett Howard Brett Howard's Edward Jones Experience June 2013 - Present
Job Senior Portfolio Construction Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Edward Jones January 2010 - June 2013
Edward Jones July 2009 - January 2010
Edward Jones July 2006 - July 2009
Edward Jones April 2005 - July 2006
Edward Jones June 2003 - April 2005
Skills
Asset Allocation, Mutual Funds, Equity Research, Portfolio Optimization, Model Portfolios, Chartered Financial...
Education
University of Missouri-Columbia 1999 — 2003
Bachelor of Science (BS), Finance, General
Edward Jones June 2013 - Present
Edward Jones January 2010 - June 2013
Edward Jones July 2009 - January 2010
Edward Jones July 2006 - July 2009
Edward Jones April 2005 - July 2006
Edward Jones June 2003 - April 2005
Skills
Asset Allocation, Mutual Funds, Equity Research, Portfolio Optimization, Model Portfolios, Chartered Financial...
Education
University of Missouri-Columbia 1999 — 2003
Bachelor of Science (BS), Finance, General
Jeanette M. Lynch Jeanette M. Lynch's Edward Jones Experience 2001 - 2003
Job Change Agent With Results!
Industry Program Development
Experience
Stewart Lender Services March 2015 - September 2015
U.S. Bank July 2014 - October 2014
Wells Fargo Advisors (also operating as Wachovia and AG Edwards) October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Express Scripts Inc. 2003 - 2005
Edward Jones 2001 - 2003
MasterCard Global Technology and Operations 1995 - 2000
Skills
Process Improvement, Change Management, Management, Quality Assurance, Risk Management, Strategic Planning, Team Building, Program Management, Business Analysis, Coaching, LEAN Six Sigma Black..., Public Speaking, Quality Management, Analysis, Team Leadership, Management Consulting, Customer Service, Cross-functional Team..., Mentoring, Problem Solving, Process Engineering, Business Strategy, Data Analysis, Organization..., Quality Center, Business Management, Presentation Coaching, Publicity, Compliance, Planning, Cycle Time Reduction, Team Alignment, Documentation, Presentation Skills..., Organizational..., Team Performance, Toastmasters, Quality Tools, Kaizen Facilitation, SIPOC, Pareto Analysis, Failure Modes, 5 Why, Ishikawa, PDCA, Microsoft Office, Visio, PowerPoint, Emcee, Speakers
Education
Webster University
Masters, Organizational Development, 4.0
University of Missouri-Columbia
Bachelor's Degree, Journalism
Villanova University
Lean Six Sigma Black Belt
Professional Development
Stewart Lender Services March 2015 - September 2015
U.S. Bank July 2014 - October 2014
Wells Fargo Advisors (also operating as Wachovia and AG Edwards) October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Wells Fargo Advisors October 2005 - January 2014
Express Scripts Inc. 2003 - 2005
Edward Jones 2001 - 2003
MasterCard Global Technology and Operations 1995 - 2000
Skills
Process Improvement, Change Management, Management, Quality Assurance, Risk Management, Strategic Planning, Team Building, Program Management, Business Analysis, Coaching, LEAN Six Sigma Black..., Public Speaking, Quality Management, Analysis, Team Leadership, Management Consulting, Customer Service, Cross-functional Team..., Mentoring, Problem Solving, Process Engineering, Business Strategy, Data Analysis, Organization..., Quality Center, Business Management, Presentation Coaching, Publicity, Compliance, Planning, Cycle Time Reduction, Team Alignment, Documentation, Presentation Skills..., Organizational..., Team Performance, Toastmasters, Quality Tools, Kaizen Facilitation, SIPOC, Pareto Analysis, Failure Modes, 5 Why, Ishikawa, PDCA, Microsoft Office, Visio, PowerPoint, Emcee, Speakers
Education
Webster University
Masters, Organizational Development, 4.0
University of Missouri-Columbia
Bachelor's Degree, Journalism
Villanova University
Lean Six Sigma Black Belt
Professional Development
Sarah (LaVaute) Mazzocco's Edward Jones Experience May 2014 - Present
Job Talent Development Leader I Strategic Business Partner I M.EdTech
Industry Professional Training & Coaching
Experience
Edward Jones May 2014 - Present
H-E-B June 2009 - April 2014
Wal-Mart 2006 - 2009
University of Arkansas - Sam M. Walton College of Business 2004 - 2006
American Water Works Association 2003 - 2004
University of Missouri 2001 - 2003
New Franklin R-IV Schools 1998 - 2001
Skills
Instructional Design, Leadership Development, Performance Consulting, E-Learning, Learning Management..., Distance Learning, Retail, Training, Organizational..., Curriculum Design, Change Management, Learning Management, Employee Engagement, Needs Analysis, Strategic Planning, Higher Education, ADDIE, Strategy, Management, Leadership, Talent Management, Training Delivery, Coaching, Blended Learning, Cross-functional Team..., Performance Improvement, Recruiting, Project Management, Program Management, Project Planning, Performance Management, Workshop Facilitation, Analysis, Organizational..., Instructional Technology, Employee Training, Staff Development, Career Development, Team Building
Education
University of Missouri-Columbia 2001 — 2003
Masters, Educational Technology, Summa Cum Laude
University of Missouri-Columbia 1993 — 1998
Bachelors, Elementary Education
Edward Jones May 2014 - Present
H-E-B June 2009 - April 2014
Wal-Mart 2006 - 2009
University of Arkansas - Sam M. Walton College of Business 2004 - 2006
American Water Works Association 2003 - 2004
University of Missouri 2001 - 2003
New Franklin R-IV Schools 1998 - 2001
Skills
Instructional Design, Leadership Development, Performance Consulting, E-Learning, Learning Management..., Distance Learning, Retail, Training, Organizational..., Curriculum Design, Change Management, Learning Management, Employee Engagement, Needs Analysis, Strategic Planning, Higher Education, ADDIE, Strategy, Management, Leadership, Talent Management, Training Delivery, Coaching, Blended Learning, Cross-functional Team..., Performance Improvement, Recruiting, Project Management, Program Management, Project Planning, Performance Management, Workshop Facilitation, Analysis, Organizational..., Instructional Technology, Employee Training, Staff Development, Career Development, Team Building
Education
University of Missouri-Columbia 2001 — 2003
Masters, Educational Technology, Summa Cum Laude
University of Missouri-Columbia 1993 — 1998
Bachelors, Elementary Education
Mitchell Morse's Edward Jones Experience June 2014 - August 2014
Job Graduate Student at the University of MissouriColumbia
Industry Accounting
Experience
KPMG US January 2015 - May 2015
Edward Jones June 2014 - August 2014
Edward Jones June 2013 - June 2014
University of Missouri Extension January 2013 - May 2014
SPX Corporation June 2011 - August 2012
Skills
Teamwork, PeopleSoft, Account Reconciliation, Cost Basis, Phone Screening, Microsoft Excel, Mathematics, Microsoft Office, Adaptability, Financial Statements, Spreadsheets, Financial Analysis, Financial Reporting, Research
Education
University of Missouri-Columbia 2011 — 2016
Accounting
Harrisonville High School 2007 — 2011
KPMG US January 2015 - May 2015
Edward Jones June 2014 - August 2014
Edward Jones June 2013 - June 2014
University of Missouri Extension January 2013 - May 2014
SPX Corporation June 2011 - August 2012
Skills
Teamwork, PeopleSoft, Account Reconciliation, Cost Basis, Phone Screening, Microsoft Excel, Mathematics, Microsoft Office, Adaptability, Financial Statements, Spreadsheets, Financial Analysis, Financial Reporting, Research
Education
University of Missouri-Columbia 2011 — 2016
Accounting
Harrisonville High School 2007 — 2011
Kate Stegeman Kate Stegeman's Edward Jones Experience May 2005 - June 2011
Job Workplace Strategist
Industry Architecture & Planning
Experience
HOK October 2011 - December 2013
Edward Jones May 2005 - June 2011
Arcturis August 2002 - May 2005
Skills
Furniture, Workplace Design, Space-planning, Facilities Management, Project Management, Design Research, Submittals, Interior Design, Change Management, Strategic Planning, Photoshop, Contract Negotiation, Space planning, Project Planning, Comprehensive Planning, Leadership
Education
University of Missouri-Columbia 1998 — 2002
Bachelor of Science (B.S.), Environmental Design
St.Charles High School
HOK October 2011 - December 2013
Edward Jones May 2005 - June 2011
Arcturis August 2002 - May 2005
Skills
Furniture, Workplace Design, Space-planning, Facilities Management, Project Management, Design Research, Submittals, Interior Design, Change Management, Strategic Planning, Photoshop, Contract Negotiation, Space planning, Project Planning, Comprehensive Planning, Leadership
Education
University of Missouri-Columbia 1998 — 2002
Bachelor of Science (B.S.), Environmental Design
St.Charles High School
Dan Gilligan Dan Gilligan's Edward Jones Experience January 2000 - March 2005
Job Senior PCG Compliance Examiner at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Nancy (Schnoebelen) Imbs's Edward Jones Experience January 1999 - February 2002
Job Principal at Polished.
Industry Professional Training & Coaching
Experience
Polished. November 2014 - Present
Mercy Health May 2011 - June 2014
St. Louis County Economic Council February 2007 - January 2011
Mackey Mitchell Associates 2003 - 2006
Edward Jones January 1999 - February 2002
Skills
Event Planning, Brand Management, Campaigns, Press Releases, Public Relations, Media Relations, Corporate Communications, Social Media, Advertising, Fundraising, Strategic Planning, Copywriting, Community Development, Public Speaking, Marketing Communications, Newsletters, Internal Communications, Strategy, Leadership, Strategic Communications, Crisis Communications, Digital Media, Speech Writing, Journalism, Social Media Marketing, Event Management, Nonprofits, Publicity, Integrated Marketing, Communications Planning, Reputation Management, Blogging, Copy Editing, Message Development, Video, Editing, Facebook, News Writing, Publications, Brand Development, AP Style, Marketing, Social Networking, Publishing, Web Content, Spokesperson, Communication Training, Email Marketing, Web Content Management
Education
University of Missouri-Columbia 1980 — 1984
Bachelor of Journalism, Journalism
Polished. November 2014 - Present
Mercy Health May 2011 - June 2014
St. Louis County Economic Council February 2007 - January 2011
Mackey Mitchell Associates 2003 - 2006
Edward Jones January 1999 - February 2002
Skills
Event Planning, Brand Management, Campaigns, Press Releases, Public Relations, Media Relations, Corporate Communications, Social Media, Advertising, Fundraising, Strategic Planning, Copywriting, Community Development, Public Speaking, Marketing Communications, Newsletters, Internal Communications, Strategy, Leadership, Strategic Communications, Crisis Communications, Digital Media, Speech Writing, Journalism, Social Media Marketing, Event Management, Nonprofits, Publicity, Integrated Marketing, Communications Planning, Reputation Management, Blogging, Copy Editing, Message Development, Video, Editing, Facebook, News Writing, Publications, Brand Development, AP Style, Marketing, Social Networking, Publishing, Web Content, Spokesperson, Communication Training, Email Marketing, Web Content Management
Education
University of Missouri-Columbia 1980 — 1984
Bachelor of Journalism, Journalism
Christian Goeke Christian Goeke's Edward Jones Experience August 2015 - Present
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Wells Fargo May 2013 - August 2013
Flynn Landscaping March 2012 - December 2012
Verizon Amphitheater May 2012 - September 2012
Swing-A-Round Fun April 2009 - August 2011
Skills
Proficient Communicator, Salesforce.com, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
University of Missouri-Columbia
Bachelor of Science, Business Administration; Finance and Banking
Edward Jones August 2015 - Present
Wells Fargo May 2013 - August 2013
Flynn Landscaping March 2012 - December 2012
Verizon Amphitheater May 2012 - September 2012
Swing-A-Round Fun April 2009 - August 2011
Skills
Proficient Communicator, Salesforce.com, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
University of Missouri-Columbia
Bachelor of Science, Business Administration; Finance and Banking
Eric Collins's Edward Jones Experience December 2014 - Present
Job Social Media Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Florissant Area Athletic Association May 2009 - Present
Edward Jones August 2014 - December 2014
Sportsprint December 2012 - August 2014
CUTCO Cutlery December 2012 - May 2013
Skills
Marketing, Microsoft Office, Social Media, Sales, Online Marketing, Marketing Communications, Customer Service, PowerPoint, Microsoft Word, Social Media Marketing, Teamwork, Facebook, Social Networking, Time Management
Education
University of Missouri-Columbia 2015 — 2017
Bachelor of Business Administration (B.B.A.)
St. Louis Community College 2013 — 2015
Associate of Arts (AA), Business Administration
McCluer North High School 2009 — 2013
High School Diploma
Edward Jones December 2014 - Present
Florissant Area Athletic Association May 2009 - Present
Edward Jones August 2014 - December 2014
Sportsprint December 2012 - August 2014
CUTCO Cutlery December 2012 - May 2013
Skills
Marketing, Microsoft Office, Social Media, Sales, Online Marketing, Marketing Communications, Customer Service, PowerPoint, Microsoft Word, Social Media Marketing, Teamwork, Facebook, Social Networking, Time Management
Education
University of Missouri-Columbia 2015 — 2017
Bachelor of Business Administration (B.B.A.)
St. Louis Community College 2013 — 2015
Associate of Arts (AA), Business Administration
McCluer North High School 2009 — 2013
High School Diploma
Matt Stagner, CFP©, ChFC©, AIF©'s Edward Jones Experience 2002 - 2003
Job Advanced Planning Consultant at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Principal Funds December 2011 - July 2015
Principal Global Investors November 2010 - November 2011
Principal Financial Group February 2005 - November 2010
Edward Jones 2002 - 2003
Education
Webster University 2005 — 2007
MBA
University of Missouri-Columbia 1996 — 2001
BS, Personal Financial Planning
Voya Financial July 2015 - Present
Principal Funds December 2011 - July 2015
Principal Global Investors November 2010 - November 2011
Principal Financial Group February 2005 - November 2010
Edward Jones 2002 - 2003
Education
Webster University 2005 — 2007
MBA
University of Missouri-Columbia 1996 — 2001
BS, Personal Financial Planning
Austin (Brayt) Madenwald's Edward Jones Experience January 2010 - October 2011
Job Merchant Sales Officer at Arvest Bank
Industry Banking
Experience
Arvest Bank April 2014 - Present
Arvest Bank January 2013 - April 2014
Arvest Bank February 2012 - February 2013
New York Life Insurance Company October 2011 - February 2012
Edward Jones January 2010 - October 2011
Skills
Public Speaking, Customer Service, Sales, Financial Analysis, Depository Services, Financial Advisory, Corporate Finance, Personal Finance, Investment Banking, Banking, Retail Banking, Commercial Banking, Private Banking, Financial Services, Loans, Insurance, Small Business, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Lending, Lines Of Credit, Loan Origination, Cross Selling
Education
University of Missouri-Columbia 2005 — 2010
Bachelor of Arts in Economics, Emphasis in Finance
Arvest Bank April 2014 - Present
Arvest Bank January 2013 - April 2014
Arvest Bank February 2012 - February 2013
New York Life Insurance Company October 2011 - February 2012
Edward Jones January 2010 - October 2011
Skills
Public Speaking, Customer Service, Sales, Financial Analysis, Depository Services, Financial Advisory, Corporate Finance, Personal Finance, Investment Banking, Banking, Retail Banking, Commercial Banking, Private Banking, Financial Services, Loans, Insurance, Small Business, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Lending, Lines Of Credit, Loan Origination, Cross Selling
Education
University of Missouri-Columbia 2005 — 2010
Bachelor of Arts in Economics, Emphasis in Finance
Erin Cover, CLU® CFS®'s Edward Jones Experience July 2010 - January 2012
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson July 2014 - Present
Jackson October 2013 - July 2014
Jackson January 2012 - October 2013
Edward Jones July 2010 - January 2012
Edward Jones July 2009 - July 2010
University of Missouri August 2007 - May 2009
Edward Jones June 2008 - August 2008
Blue 22 PR May 2007 - August 2007
Skills
Series 7, Series 66, Fixed Annuities, Retirement, Marketing, Advertising, Insurance, Financial Services, Market Research, Financial Advisory, Product Marketing, Mutual Funds, Series 63, Retirement Planning, Public Relations, Account Management, Newsletters, Training, Editing, Finance, Sales, Investments
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Advertising/Strategic Communication
Jackson July 2014 - Present
Jackson October 2013 - July 2014
Jackson January 2012 - October 2013
Edward Jones July 2010 - January 2012
Edward Jones July 2009 - July 2010
University of Missouri August 2007 - May 2009
Edward Jones June 2008 - August 2008
Blue 22 PR May 2007 - August 2007
Skills
Series 7, Series 66, Fixed Annuities, Retirement, Marketing, Advertising, Insurance, Financial Services, Market Research, Financial Advisory, Product Marketing, Mutual Funds, Series 63, Retirement Planning, Public Relations, Account Management, Newsletters, Training, Editing, Finance, Sales, Investments
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Advertising/Strategic Communication
Chantelle Evans Chantelle Evans's Edward Jones Experience 2008 - 2008
Job
Industry Staffing and Recruiting
Experience
PMSG October 2012 - Present
Carheel Consulting, LLC November 2010 - Present
Weddings by Lareece January 1999 - Present
Zumba Fitness LLC 2009 - Present
St. Louis Gateway Classic Sports Foundation 2009 - 2012
Human Resource Management Association St Louis 2008 - 2011
Business Network International 2008 - 2009
Edward Jones 2008 - 2008
Enterprise Leasing Company-Southwest October 2003 - November 2007
Enterprise Car Sales June 2002 - October 2003
Skills
HR Consulting, Onboarding, Human Resources, Event Planning, Employee Relations, Team Building, Customer Service, Recruiting, Training, Management, Leadership Development, Interviews, Leadership, Public Speaking, Personnel Management, Performance Improvement, Strategic Planning, Talent Acquisition, Nonprofits, Fundraising, Applicant Tracking..., Organizational..., Teamwork, Coaching, FMLA
Education
University of Phoenix 2002 — 2004
Masters, Organizational Management
University of Missouri-Columbia 1995 — 1999
Bachelor, Communication
Hazelwood East High School
Jury Elementary School
PMSG October 2012 - Present
Carheel Consulting, LLC November 2010 - Present
Weddings by Lareece January 1999 - Present
Zumba Fitness LLC 2009 - Present
St. Louis Gateway Classic Sports Foundation 2009 - 2012
Human Resource Management Association St Louis 2008 - 2011
Business Network International 2008 - 2009
Edward Jones 2008 - 2008
Enterprise Leasing Company-Southwest October 2003 - November 2007
Enterprise Car Sales June 2002 - October 2003
Skills
HR Consulting, Onboarding, Human Resources, Event Planning, Employee Relations, Team Building, Customer Service, Recruiting, Training, Management, Leadership Development, Interviews, Leadership, Public Speaking, Personnel Management, Performance Improvement, Strategic Planning, Talent Acquisition, Nonprofits, Fundraising, Applicant Tracking..., Organizational..., Teamwork, Coaching, FMLA
Education
University of Phoenix 2002 — 2004
Masters, Organizational Management
University of Missouri-Columbia 1995 — 1999
Bachelor, Communication
Hazelwood East High School
Jury Elementary School
Rebecca Beach Rebecca Beach's Edward Jones Experience April 2012 - January 2015
Job Talent Acquisition at Edward Jones
Industry Human Resources
Experience
Edward Jones April 2012 - January 2015
TALX August 2009 - April 2012
Lee Enterprises March 2011 - August 2011
Anheuser-Busch May 2006 - August 2009
Skills
Human Relations, HR Consulting, Unemployment Claims, Employment Law, Public Speaking, Editing, Grammar, Legal Support, Spanish, Writing, Microsoft Office, Adobe Creative Suite, Research, Administrative Support, Data Entry, Employment, Payroll, People Skills, Advertising, Talent Acquisition
Education
University of Missouri-Columbia 2005 — 2009
BA, Communication, minors in English and Spanish
Edward Jones April 2012 - January 2015
TALX August 2009 - April 2012
Lee Enterprises March 2011 - August 2011
Anheuser-Busch May 2006 - August 2009
Skills
Human Relations, HR Consulting, Unemployment Claims, Employment Law, Public Speaking, Editing, Grammar, Legal Support, Spanish, Writing, Microsoft Office, Adobe Creative Suite, Research, Administrative Support, Data Entry, Employment, Payroll, People Skills, Advertising, Talent Acquisition
Education
University of Missouri-Columbia 2005 — 2009
BA, Communication, minors in English and Spanish
Maya Lunnemann Maya Lunnemann's Edward Jones Experience July 2013 - Present
Job Team Leader, Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Edward Jones September 2011 - July 2013
Habitat Young Friends (Habitat for Humanity St. Louis) February 2011 - 2013
Standing Partnership February 2010 - September 2011
Standing Partnership September 2007 - February 2010
Osborn & Barr Communications 2004 - 2007
Missouri House of Representatives January 2003 - May 2003
Skills
Media Relations, Internal Communications, Strategic Planning, Integrated Marketing, Brand Management, Event Planning, Strategic Communications, Social Media, Public Relations, Press Releases, Corporate Communications, Public Speaking, Training, Crisis Communications, Account Management, Marketing Strategy, Communication Training, Brand Awareness, Leadership, Brand Development, Event Management
Education
University of Missouri-Columbia 2000 — 2004
Journalism, Strategic Communication
Edward Jones July 2013 - Present
Edward Jones September 2011 - July 2013
Habitat Young Friends (Habitat for Humanity St. Louis) February 2011 - 2013
Standing Partnership February 2010 - September 2011
Standing Partnership September 2007 - February 2010
Osborn & Barr Communications 2004 - 2007
Missouri House of Representatives January 2003 - May 2003
Skills
Media Relations, Internal Communications, Strategic Planning, Integrated Marketing, Brand Management, Event Planning, Strategic Communications, Social Media, Public Relations, Press Releases, Corporate Communications, Public Speaking, Training, Crisis Communications, Account Management, Marketing Strategy, Communication Training, Brand Awareness, Leadership, Brand Development, Event Management
Education
University of Missouri-Columbia 2000 — 2004
Journalism, Strategic Communication
Ismail Hammami, CFA Ismail Hammami, CFA's Edward Jones Experience April 2009 - July 2010
Job
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Wells Fargo Securities November 2012 - May 2014
Invesco Ltd. July 2010 - November 2012
Edward Jones April 2009 - July 2010
Edward Jones June 2006 - April 2009
Edward Jones June 2005 - June 2006
Skills
Investment Banking, Equities, Investments, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Entrepreneurship, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Mutual Funds, Series 7, Technology, Consulting, Leadership, Factset, Series 79, Series 63
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Accounting, Finance & Economics
University of Missouri-Columbia 2001 — 2004
Bachelor of Science and Bachelor of Arts, Business Administration and International Studies
Deutsche Bank May 2014 - Present
Wells Fargo Securities November 2012 - May 2014
Invesco Ltd. July 2010 - November 2012
Edward Jones April 2009 - July 2010
Edward Jones June 2006 - April 2009
Edward Jones June 2005 - June 2006
Skills
Investment Banking, Equities, Investments, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Entrepreneurship, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Mutual Funds, Series 7, Technology, Consulting, Leadership, Factset, Series 79, Series 63
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Accounting, Finance & Economics
University of Missouri-Columbia 2001 — 2004
Bachelor of Science and Bachelor of Arts, Business Administration and International Studies
Dean Rapp Dean Rapp's Edward Jones Experience 1998 - 2008
Job Financial Advisor with Active Financial Solutions
Industry Financial Services
Experience
Active Financial Solutions September 2009 - Present
Investment Centers of America 2009 - 2010
Callaway Investment Services September 2008 - September 2009
Edward Jones 1998 - 2008
Education
University of Missouri-Columbia
Active Financial Solutions September 2009 - Present
Investment Centers of America 2009 - 2010
Callaway Investment Services September 2008 - September 2009
Edward Jones 1998 - 2008
Education
University of Missouri-Columbia
Will Nix Will Nix's Edward Jones Experience 1998 - 1999
Job Associate Attorney at Kozeny & McCubbin, LC
Industry Real Estate
Experience
Kozeny & McCubbin, LC July 2012 - Present
Freedom Title November 2005 - July 2012
Jackson County, MO September 2002 - November 2005
Edward Jones 1998 - 1999
Skills
Real Estate, Legal Writing, Corporate Law, Claim, Insurance Law, Legal Research, Civil Litigation, Courts, Mediation, Legal Assistance, Negotiation, Real Estate Transactions, Title Insurance, Government
Education
University of Missouri-Columbia 1999 — 2002
J.D., Law
University of Missouri-Columbia School of Law 1999 — 2002
J.D.
Washington University in St. Louis 1994 — 1998
BSBA, Bus Mgt, Accounting, Spanish
Washington University in St. Louis - Olin Business School 1994 — 1998
BSBA, Management, Accounting, Spanish
NHS 1990 — 1994
Kozeny & McCubbin, LC July 2012 - Present
Freedom Title November 2005 - July 2012
Jackson County, MO September 2002 - November 2005
Edward Jones 1998 - 1999
Skills
Real Estate, Legal Writing, Corporate Law, Claim, Insurance Law, Legal Research, Civil Litigation, Courts, Mediation, Legal Assistance, Negotiation, Real Estate Transactions, Title Insurance, Government
Education
University of Missouri-Columbia 1999 — 2002
J.D., Law
University of Missouri-Columbia School of Law 1999 — 2002
J.D.
Washington University in St. Louis 1994 — 1998
BSBA, Bus Mgt, Accounting, Spanish
Washington University in St. Louis - Olin Business School 1994 — 1998
BSBA, Management, Accounting, Spanish
NHS 1990 — 1994
Elizabeth LeClair, CMFC®'s Edward Jones Experience June 2014 - Present
Job Solutions Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones March 2013 - June 2014
Edward Jones June 2011 - March 2013
Edward Jones June 2010 - June 2011
Coach May 2007 - January 2010
Word Marketing January 2009 - May 2009
Skills
Mutual Funds, Product Marketing, Marketing Communications, Building Relationships, Finance, Series 7, Series 66, Marketing, Financial Services
Education
University of Missouri-Columbia 2006 — 2010
Business, Marketing
Edward Jones June 2014 - Present
Edward Jones March 2013 - June 2014
Edward Jones June 2011 - March 2013
Edward Jones June 2010 - June 2011
Coach May 2007 - January 2010
Word Marketing January 2009 - May 2009
Skills
Mutual Funds, Product Marketing, Marketing Communications, Building Relationships, Finance, Series 7, Series 66, Marketing, Financial Services
Education
University of Missouri-Columbia 2006 — 2010
Business, Marketing
Crosby Mulwee, CFA Crosby Mulwee, CFA's Edward Jones Experience 2005 - 2005
Job Capital Planning Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2012 - Present
SunTrust Bank April 2011 - September 2012
Ernst & Young July 2006 - April 2011
Edward Jones 2005 - 2005
Education
University of Missouri-Columbia 2002 — 2006
BA, Business Management - Finance & Banking
SunTrust Bank September 2012 - Present
SunTrust Bank April 2011 - September 2012
Ernst & Young July 2006 - April 2011
Edward Jones 2005 - 2005
Education
University of Missouri-Columbia 2002 — 2006
BA, Business Management - Finance & Banking
Tim Bolhafner Tim Bolhafner's Edward Jones Experience July 2015 - Present
Job Senior Project Leader | Digital Marketing | Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Edward Jones September 2009 - Present
Edward Jones June 2008 - September 2009
Edward Jones June 2007 - June 2008
Rawlings Sporting Goods May 2006 - August 2006
Skills
Social Media Marketing, Social Media, Marketing Communications, Microsoft Office, Content Development, Photoshop, Web Content, Marketing, Marketing Strategy, Online Advertising, Digital Marketing, Marketing Research, Account Management, Facebook, Twitter, Analytics, Direct Marketing, Leadership, Strategic Planning, Project Management, Strategy
Education
University of Missouri-Columbia 2003 — 2007
BS Business, Marketing
University of Missouri-Columbia, College of Business 2003 — 2007
BS, Business - Marketing
Eureka High School 2000 — 2003
High School Diploma
Edward Jones July 2015 - Present
Edward Jones September 2009 - Present
Edward Jones June 2008 - September 2009
Edward Jones June 2007 - June 2008
Rawlings Sporting Goods May 2006 - August 2006
Skills
Social Media Marketing, Social Media, Marketing Communications, Microsoft Office, Content Development, Photoshop, Web Content, Marketing, Marketing Strategy, Online Advertising, Digital Marketing, Marketing Research, Account Management, Facebook, Twitter, Analytics, Direct Marketing, Leadership, Strategic Planning, Project Management, Strategy
Education
University of Missouri-Columbia 2003 — 2007
BS Business, Marketing
University of Missouri-Columbia, College of Business 2003 — 2007
BS, Business - Marketing
Eureka High School 2000 — 2003
High School Diploma
Carissa Wolf Lambrecht Carissa Wolf Lambrecht's Edward Jones Experience May 2015 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Edward Jones December 2012 - Present
Bank of America January 2007 - December 2012
Skills
Banking, Risk Management, Portfolio Management, Financial Analysis, Credit, Loans, Investments, Customer Service, Wealth Management, Strategic Planning, Management, Relationship Management, Series 7, Microsoft Excel, Finance, Leadership, Process Improvement, Financial Services, Time Management, Microsoft Office
Education
University of Missouri-Columbia 2001 — 2005
BSBA, International Business and Marketing
Edward Jones May 2015 - Present
Edward Jones December 2012 - Present
Bank of America January 2007 - December 2012
Skills
Banking, Risk Management, Portfolio Management, Financial Analysis, Credit, Loans, Investments, Customer Service, Wealth Management, Strategic Planning, Management, Relationship Management, Series 7, Microsoft Excel, Finance, Leadership, Process Improvement, Financial Services, Time Management, Microsoft Office
Education
University of Missouri-Columbia 2001 — 2005
BSBA, International Business and Marketing
Jennifer Cox, MBA Jennifer Cox, MBA's Edward Jones Experience April 2010 - May 2011
Job RFP Marketing Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors May 2011 - Present
Edward Jones April 2010 - May 2011
Primerica April 2008 - April 2010
2008 Hewitt & Associates October 2007 - September 2008
Jefferson Pilot Financial/Lincoln Financial July 2005 - October 2007
Social Security Administration September 2003 - March 2005
Skills
Client Service, Insurance, Personal Finance, Financial Coaching, Financial Education, 401 K Rollovers, Roth IRA, Term Life Insurance
Education
Strayer University 2008 — 2010
Masters, Business Administration; Finance
University of Missouri-Columbia 1998 — 2003
Bachelors of Arts, Interdisciplinary Studies; Finance Management Services, Psychology, and English
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors May 2011 - Present
Edward Jones April 2010 - May 2011
Primerica April 2008 - April 2010
2008 Hewitt & Associates October 2007 - September 2008
Jefferson Pilot Financial/Lincoln Financial July 2005 - October 2007
Social Security Administration September 2003 - March 2005
Skills
Client Service, Insurance, Personal Finance, Financial Coaching, Financial Education, 401 K Rollovers, Roth IRA, Term Life Insurance
Education
Strayer University 2008 — 2010
Masters, Business Administration; Finance
University of Missouri-Columbia 1998 — 2003
Bachelors of Arts, Interdisciplinary Studies; Finance Management Services, Psychology, and English
Michael Lee Grissom Michael Lee Grissom's Edward Jones Experience July 1998 - November 1998
Job Chief Technology Officer at Missouri School Boards' Association
Industry Education Management
Experience
Missouri School Boards' Association September 2011 - Present
Bryan University March 2011 - Present
Columbia College June 2010 - November 2010
Fontbonne University June 2003 - May 2009
University of Missouri - St. Louis January 2000 - June 2003
St. Louis Community College November 1998 - January 2000
Edward Jones July 1998 - November 1998
Saint Louis University July 1995 - July 1998
St. Louis Community College September 1987 - July 1995
Skills
Strategic Planning, Editing, Photography, Budget Management, Teaching, Social Media, Microsoft Excel, Higher Education, Curriculum Design, Event Planning, Management, Volunteer Management, Customer Service, Microsoft Word, Online Advertising, Public Speaking, Team Building, Leadership, Training, Instructional Design, Fundraising, Public Relations, Non-profits, Microsoft Office, Research, System Administration, Curriculum Development, Community Outreach, PowerPoint, Windows, Budgets, Staff Development, Coaching, Team Leadership, Event Management, Access, Project Management, Leadership Development, Social Networking, Grant Writing, Supervisory Skills, Change Management, Conflict Resolution, Program Development, Program Management, Project Planning, Government, Organizational..., Adult Education, Time Management
Education
Webster University 1993 — 1995
M.A.T., Computer Resources in Education
University of Missouri-Columbia 1980 — 1985
B.S.Ed., Secondary Education--Language Arts
Missouri School Boards' Association September 2011 - Present
Bryan University March 2011 - Present
Columbia College June 2010 - November 2010
Fontbonne University June 2003 - May 2009
University of Missouri - St. Louis January 2000 - June 2003
St. Louis Community College November 1998 - January 2000
Edward Jones July 1998 - November 1998
Saint Louis University July 1995 - July 1998
St. Louis Community College September 1987 - July 1995
Skills
Strategic Planning, Editing, Photography, Budget Management, Teaching, Social Media, Microsoft Excel, Higher Education, Curriculum Design, Event Planning, Management, Volunteer Management, Customer Service, Microsoft Word, Online Advertising, Public Speaking, Team Building, Leadership, Training, Instructional Design, Fundraising, Public Relations, Non-profits, Microsoft Office, Research, System Administration, Curriculum Development, Community Outreach, PowerPoint, Windows, Budgets, Staff Development, Coaching, Team Leadership, Event Management, Access, Project Management, Leadership Development, Social Networking, Grant Writing, Supervisory Skills, Change Management, Conflict Resolution, Program Development, Program Management, Project Planning, Government, Organizational..., Adult Education, Time Management
Education
Webster University 1993 — 1995
M.A.T., Computer Resources in Education
University of Missouri-Columbia 1980 — 1985
B.S.Ed., Secondary Education--Language Arts
Tim Steins Tim Steins's Edward Jones Experience February 2013 - Present
Job Marketing Manager with Recruitment, Online and Direct Marketing, Collateral Development and Project Management Exp.
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones June 2005 - January 2013
Edward Jones September 2000 - May 2005
PricewaterhouseCoopers (PwC) January 1998 - September 2000
Price Waterhouse/PwC July 1994 - January 1998
Skills
Public Relations, Online Advertising, Market Planning, Recruiting, Marketing, Social Media, Applicant Tracking..., Human Resources, Relationship Management, Advertising, Management, Market Research, Leadership, Sourcing, Training, Strategy, Direct Marketing, Strategic Planning, Budgets, Internet Recruiting, Online Marketing, Process Improvement
Education
Webster University 1997 — 2000
Masters, Marketing
University of Missouri-Columbia 1990 — 1994
BJ, Journalism
Edward Jones February 2013 - Present
Edward Jones June 2005 - January 2013
Edward Jones September 2000 - May 2005
PricewaterhouseCoopers (PwC) January 1998 - September 2000
Price Waterhouse/PwC July 1994 - January 1998
Skills
Public Relations, Online Advertising, Market Planning, Recruiting, Marketing, Social Media, Applicant Tracking..., Human Resources, Relationship Management, Advertising, Management, Market Research, Leadership, Sourcing, Training, Strategy, Direct Marketing, Strategic Planning, Budgets, Internet Recruiting, Online Marketing, Process Improvement
Education
Webster University 1997 — 2000
Masters, Marketing
University of Missouri-Columbia 1990 — 1994
BJ, Journalism
Aaron Finnegan's Edward Jones Experience May 2015 - Present
Job Team Leader, Retirement Services at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Edward Jones June 2012 - May 2015
Travelers December 2011 - June 2012
Target November 2009 - December 2011
Periscope June 2011 - August 2011
Sears Holdings Corporation June 2011 - August 2011
Quench Inc June 2010 - August 2011
EdVenture Partners August 2010 - December 2010
University Tees June 2010 - December 2010
Dynamo Media June 2010 - August 2010
Skills
Promotions, Advertising, Marketing Strategy, Marketing, Social Media, Sales, Marketing Research, Customer Service, Event Planning, Insurance, Market Research, Microsoft Excel
Education
University of Missouri-Columbia 2007 — 2011
Business Administration, Marketing, Cum Laude
Edward Jones May 2015 - Present
Edward Jones June 2012 - May 2015
Travelers December 2011 - June 2012
Target November 2009 - December 2011
Periscope June 2011 - August 2011
Sears Holdings Corporation June 2011 - August 2011
Quench Inc June 2010 - August 2011
EdVenture Partners August 2010 - December 2010
University Tees June 2010 - December 2010
Dynamo Media June 2010 - August 2010
Skills
Promotions, Advertising, Marketing Strategy, Marketing, Social Media, Sales, Marketing Research, Customer Service, Event Planning, Insurance, Market Research, Microsoft Excel
Education
University of Missouri-Columbia 2007 — 2011
Business Administration, Marketing, Cum Laude
Erin Poe Erin Poe's Edward Jones Experience January 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Atlas REO January 2011 - May 2013
Law Office of Stephen A. Martin October 2009 - January 2011
The Law Office of Stephen A. Martin November 2010 - December 2010
Maly Commercial Realty May 2008 - May 2009
VITA January 2009 - April 2009
Faber & Brand, LLC December 2007 - June 2008
Faber & Brand, LLC August 2007 - January 2008
Bass Pro Shops February 2005 - June 2007
Education
University of Missouri-Columbia 2005 — 2009
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Edward Jones January 2015 - Present
Atlas REO January 2011 - May 2013
Law Office of Stephen A. Martin October 2009 - January 2011
The Law Office of Stephen A. Martin November 2010 - December 2010
Maly Commercial Realty May 2008 - May 2009
VITA January 2009 - April 2009
Faber & Brand, LLC December 2007 - June 2008
Faber & Brand, LLC August 2007 - January 2008
Bass Pro Shops February 2005 - June 2007
Education
University of Missouri-Columbia 2005 — 2009
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Douglas Stine Douglas Stine's Edward Jones Experience June 2008 - February 2015
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
Edward Jones June 2008 - February 2015
American Century Investments June 2007 - August 2007
Archway Pool Management May 1999 - August 2005
Education
University of Missouri-Columbia 2006 — 2008
MBA
University of Missouri-Columbia, College of Business 2002 — 2006
Finance
RBC Wealth Management May 2015 - Present
Edward Jones June 2008 - February 2015
American Century Investments June 2007 - August 2007
Archway Pool Management May 1999 - August 2005
Education
University of Missouri-Columbia 2006 — 2008
MBA
University of Missouri-Columbia, College of Business 2002 — 2006
Finance
Jonathan Pate Jonathan Pate's Edward Jones Experience February 2014 - Present
Job Project Coordinator at Edward Jones: Creating innovative tools to assist branches in helping clients achieve their goals
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Edward Jones February 2013 - February 2014
Edward Jones December 2007 - February 2013
University of Missouri August 2003 - May 2007
Skills
Customer Service, Microsoft Office, Project Management, Leadership, Process Improvement, Data Analysis
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones February 2014 - Present
Edward Jones February 2013 - February 2014
Edward Jones December 2007 - February 2013
University of Missouri August 2003 - May 2007
Skills
Customer Service, Microsoft Office, Project Management, Leadership, Process Improvement, Data Analysis
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Jane-Ellis Griggs, CPA Jane-Ellis Griggs, CPA's Edward Jones Experience January 2003 - January 2005
Job Manager at North Highland
Industry Management Consulting
Experience
North Highland July 2015 - Present
Smurfit Kappa November 2012 - May 2015
CORE10 Architecture November 2008 - July 2012
Reginald E. Young, Attorney at Law January 2005 - June 2012
Kelly's Kids January 2007 - April 2009
Edward Jones January 2003 - January 2005
KPMG January 2001 - January 2002
Skills
Accounting, Auditing, Internal Controls, Cash Flow, Budgets, Financial Statements, Financial Reporting, QuickBooks, Payroll, Microsoft Office, Process Improvement, Financial Analysis, Budget, Microsoft Excel, Internal Audit, Financial Accounting, Microsoft Word, Strategic Financial..., Series 7, Series 63, SAP, Hyperion HFM, Finance, Sarbanes-Oxley Act, Managerial Finance, Leadership, IFRS, Forecasting
Education
University of Missouri-Columbia 1996 — 2000
Masters in Accounting, Accounting
North Highland July 2015 - Present
Smurfit Kappa November 2012 - May 2015
CORE10 Architecture November 2008 - July 2012
Reginald E. Young, Attorney at Law January 2005 - June 2012
Kelly's Kids January 2007 - April 2009
Edward Jones January 2003 - January 2005
KPMG January 2001 - January 2002
Skills
Accounting, Auditing, Internal Controls, Cash Flow, Budgets, Financial Statements, Financial Reporting, QuickBooks, Payroll, Microsoft Office, Process Improvement, Financial Analysis, Budget, Microsoft Excel, Internal Audit, Financial Accounting, Microsoft Word, Strategic Financial..., Series 7, Series 63, SAP, Hyperion HFM, Finance, Sarbanes-Oxley Act, Managerial Finance, Leadership, IFRS, Forecasting
Education
University of Missouri-Columbia 1996 — 2000
Masters in Accounting, Accounting
Breanna Wexler's Edward Jones Experience January 2014 - May 2014
Job Smarter Workforce Consultant Intern at IBM Smarter Workforce and Ph.D. Candidate at University of MissouriSt. Louis
Industry Human Resources
Experience
IBM Smarter Workforce August 2015 - Present
University of Missouri - St. Louis August 2012 - Present
University of Missouri - St. Louis July 2013 - July 2015
University of Missouri - St. Louis January 2015 - May 2015
St. Charles Community College August 2014 - May 2015
Edward Jones January 2014 - May 2014
University of Missouri - St. Louis August 2012 - August 2013
Swim America 2007 - January 2013
Longhorn Steakhouse October 2011 - May 2012
University of Missouri January 2010 - May 2012
Skills
Microsoft Office, PowerPoint, Research, SPSS, Data Analysis, Social Media, Team Leadership, Microsoft Word, Customer Service, Photoshop, Statistics, Microsoft Excel, Windows, After Effects, Mac OS, Premiere, SAS, AMOS, R, UCINET, PROCESS, Visual Basic, C, Microsoft Outlook, Leadership, Public Speaking, Time Management, Event Planning
Education
University of Missouri-Saint Louis 2012 — 2017
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Missouri-Saint Louis 2012 — 2014
Master of Arts (M.A.), Industrial and Organizational Psychology
University of Missouri-Columbia
Bachelor of Arts (B.A.), Psychology
IBM Smarter Workforce August 2015 - Present
University of Missouri - St. Louis August 2012 - Present
University of Missouri - St. Louis July 2013 - July 2015
University of Missouri - St. Louis January 2015 - May 2015
St. Charles Community College August 2014 - May 2015
Edward Jones January 2014 - May 2014
University of Missouri - St. Louis August 2012 - August 2013
Swim America 2007 - January 2013
Longhorn Steakhouse October 2011 - May 2012
University of Missouri January 2010 - May 2012
Skills
Microsoft Office, PowerPoint, Research, SPSS, Data Analysis, Social Media, Team Leadership, Microsoft Word, Customer Service, Photoshop, Statistics, Microsoft Excel, Windows, After Effects, Mac OS, Premiere, SAS, AMOS, R, UCINET, PROCESS, Visual Basic, C, Microsoft Outlook, Leadership, Public Speaking, Time Management, Event Planning
Education
University of Missouri-Saint Louis 2012 — 2017
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Missouri-Saint Louis 2012 — 2014
Master of Arts (M.A.), Industrial and Organizational Psychology
University of Missouri-Columbia
Bachelor of Arts (B.A.), Psychology
David Olive, J.D., LL.M. David Olive, J.D., LL.M.'s Edward Jones Experience May 2015 - Present
Job Trust Officer at Edward Jones Trust Company
Industry Law Practice
Experience
Edward Jones May 2015 - Present
Bryan Cave LLP January 2014 - April 2014
University of Missouri School of Law Criminal Prosecution Clinic January 2013 - May 2013
Jones, Schneider & Stevens LLC April 2012 - August 2012
Callaway County Prosecuting Attorney's Office January 2012 - April 2012
Court of Appeals for the Southern District of Missouri January 2012 - January 2012
Oklahoma Attorney General's Office - Litigation Unit May 2011 - July 2011
Skills
Legal Writing, Legal Research, Westlaw, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Litigation, Corporate Tax, International Tax, Estate Tax Planning, Legal Research Skills, Tax, Tax Law
Education
Washington University in St. Louis School of Law 2013 — 2014
Master of Laws (LLM), Taxation
University of Missouri-Columbia School of Law 2010 — 2013
Juris Doctor, Law
University of Missouri-Columbia 2006 — 2010
Bachelor's of Science in Business Administration, Finance and Banking
Edward Jones May 2015 - Present
Bryan Cave LLP January 2014 - April 2014
University of Missouri School of Law Criminal Prosecution Clinic January 2013 - May 2013
Jones, Schneider & Stevens LLC April 2012 - August 2012
Callaway County Prosecuting Attorney's Office January 2012 - April 2012
Court of Appeals for the Southern District of Missouri January 2012 - January 2012
Oklahoma Attorney General's Office - Litigation Unit May 2011 - July 2011
Skills
Legal Writing, Legal Research, Westlaw, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Litigation, Corporate Tax, International Tax, Estate Tax Planning, Legal Research Skills, Tax, Tax Law
Education
Washington University in St. Louis School of Law 2013 — 2014
Master of Laws (LLM), Taxation
University of Missouri-Columbia School of Law 2010 — 2013
Juris Doctor, Law
University of Missouri-Columbia 2006 — 2010
Bachelor's of Science in Business Administration, Finance and Banking
Stacey R. Cleveland, MA's Edward Jones Experience March 2004 - November 2005
Job Managing Director, African American Community Initiative at Teach For America
Industry Nonprofit Organization Management
Experience
Teach For America June 2015 - Present
Teach For America March 2014 - Present
Teach for America April 2012 - March 2014
Teach for America August 2011 - April 2012
The Consortium for Graduate Study in Management December 2009 - August 2011
Harris Stowe State University July 2009 - August 2011
Washington University in St. Louis November 2005 - December 2009
ResumesDoneWrite September 2006 - August 2009
Edward Jones March 2004 - November 2005
Skills
Admissions Technology, CRM software, Partner Relationship..., Resume Writing, Event Planning, Career Development, Staff Development, Human Resources, Career Counseling, CRM, Technology, Leadership, Workshop Facilitation, Interviews, Marketing, Management, Community Outreach, Training, Recruiting, Strategic Planning, Team Building, Partner Management
Education
Webster University 2015 — 2019
Doctor of Management Candidate, Non-Profit/Public/Organizational Management
Webster University 2005 — 2007
Master of Arts In Human Resources, HR Management and Training & Development
Webster University 1998 — 2000
Master of Arts in Communications, Marketing
University of Missouri-Columbia 1994 — 1998
Journalism, Advertising and Public Relations
Teach For America June 2015 - Present
Teach For America March 2014 - Present
Teach for America April 2012 - March 2014
Teach for America August 2011 - April 2012
The Consortium for Graduate Study in Management December 2009 - August 2011
Harris Stowe State University July 2009 - August 2011
Washington University in St. Louis November 2005 - December 2009
ResumesDoneWrite September 2006 - August 2009
Edward Jones March 2004 - November 2005
Skills
Admissions Technology, CRM software, Partner Relationship..., Resume Writing, Event Planning, Career Development, Staff Development, Human Resources, Career Counseling, CRM, Technology, Leadership, Workshop Facilitation, Interviews, Marketing, Management, Community Outreach, Training, Recruiting, Strategic Planning, Team Building, Partner Management
Education
Webster University 2015 — 2019
Doctor of Management Candidate, Non-Profit/Public/Organizational Management
Webster University 2005 — 2007
Master of Arts In Human Resources, HR Management and Training & Development
Webster University 1998 — 2000
Master of Arts in Communications, Marketing
University of Missouri-Columbia 1994 — 1998
Journalism, Advertising and Public Relations
Ed Meyer, CFP® Ed Meyer, CFP®'s Edward Jones Experience December 2014 - Present
Job Team Leader Client Consultation Group at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Moneta Group January 2011 - December 2014
Moneta Group October 2008 - January 2011
ING April 2007 - October 2008
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Analysis, Investments, Portfolio Management, Asset Allocation, Asset Management, Securities, Retirement, Estate Planning
Education
University of Missouri-Saint Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2006 — 2008
Masters, Personal Financial Planning
University of Missouri-Columbia, College of Business 2003 — 2006
Bachelors, Finance and Banking
Edward Jones December 2014 - Present
Moneta Group January 2011 - December 2014
Moneta Group October 2008 - January 2011
ING April 2007 - October 2008
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Analysis, Investments, Portfolio Management, Asset Allocation, Asset Management, Securities, Retirement, Estate Planning
Education
University of Missouri-Saint Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2006 — 2008
Masters, Personal Financial Planning
University of Missouri-Columbia, College of Business 2003 — 2006
Bachelors, Finance and Banking
Anthony Maniaci Anthony Maniaci's Edward Jones Experience February 2011 - June 2012
Job Procurement Agent at Boeing
Industry Aviation & Aerospace
Experience
Boeing February 2012 - Present
Edward Jones February 2011 - June 2012
University of Missouri August 2007 - April 2010
Skills
Research, Public Speaking, Writing, Teamwork, Social Media, Time Management, Microsoft Excel, Event Planning, Microsoft Office, PowerPoint
Education
Washington University in St. Louis 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 2006 — 2010
BSBA, Business
University of Missouri-Columbia, College of Business 2006 — 2010
BSBA, Finance
Boeing February 2012 - Present
Edward Jones February 2011 - June 2012
University of Missouri August 2007 - April 2010
Skills
Research, Public Speaking, Writing, Teamwork, Social Media, Time Management, Microsoft Excel, Event Planning, Microsoft Office, PowerPoint
Education
Washington University in St. Louis 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 2006 — 2010
BSBA, Business
University of Missouri-Columbia, College of Business 2006 — 2010
BSBA, Finance
Paul Frauen, MBA Paul Frauen, MBA's Edward Jones Experience June 2015 - Present
Job Investment Analyst
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Burns & McDonnell June 2012 - May 2015
Burns & McDonnell December 2011 - January 2012
Burns and McDonnell May 2011 - August 2011
Wiegmann Associates May 2009 - August 2010
Skills
AutoCAD, HVAC, PowerPoint, Solidworks
Education
University of Missouri-Kansas City 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.92 GPA
University of Missouri-Columbia 2008 — 2012
Bachelor's, Mechanical Engineering, 3.84 GPA Magna Cum Laude
Edward Jones June 2015 - Present
Burns & McDonnell June 2012 - May 2015
Burns & McDonnell December 2011 - January 2012
Burns and McDonnell May 2011 - August 2011
Wiegmann Associates May 2009 - August 2010
Skills
AutoCAD, HVAC, PowerPoint, Solidworks
Education
University of Missouri-Kansas City 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.92 GPA
University of Missouri-Columbia 2008 — 2012
Bachelor's, Mechanical Engineering, 3.84 GPA Magna Cum Laude
Adam Tilley's Edward Jones Experience June 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Beta Upsilon Chi January 2014 - December 2014
Edward Jones June 2014 - August 2014
Beta Upsilon Chi January 2013 - December 2013
Pettis County Title Company May 2008 - August 2013
Skills
QuickBooks, Public Speaking, Event Planning, Nonprofits, Event Management, Cloud Storage, Accounting, Social Networking, Fundraising, Microsoft Excel, Microsoft Office, Leadership, Time Management
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Real Estate Emphasis
Edward Jones June 2015 - Present
Beta Upsilon Chi January 2014 - December 2014
Edward Jones June 2014 - August 2014
Beta Upsilon Chi January 2013 - December 2013
Pettis County Title Company May 2008 - August 2013
Skills
QuickBooks, Public Speaking, Event Planning, Nonprofits, Event Management, Cloud Storage, Accounting, Social Networking, Fundraising, Microsoft Excel, Microsoft Office, Leadership, Time Management
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Real Estate Emphasis
Becky Hopke (Scianna) Becky Hopke (Scianna)'s Edward Jones Experience May 2009 - June 2010
Job Medicare Supplement Solutions
Industry Insurance
Experience
SelectQuote Senior Insurance Services June 2013 - Present
Cornerstone Mortgage Company November 2012 - February 2013
ExamFX October 2011 - July 2012
ExamFX August 2010 - October 2011
Edward Jones May 2009 - June 2010
Enterprise Rent-A-Car May 2007 - May 2009
Skills
Solution Selling, Sales Management, Direct Sales, Coaching, New Business Development, Customer Service, Sales Process, Insurance, Marketing, Sales, Sales Operations, Selling, Account Management, Healthcare, Leadership
Education
University of Missouri-Columbia 2002 — 2007
Bachelor's degree, Interdisciplinary Studies
Notre Dame de Sion 2000 — 2002
Interdisciplinary Studies
SelectQuote Senior Insurance Services June 2013 - Present
Cornerstone Mortgage Company November 2012 - February 2013
ExamFX October 2011 - July 2012
ExamFX August 2010 - October 2011
Edward Jones May 2009 - June 2010
Enterprise Rent-A-Car May 2007 - May 2009
Skills
Solution Selling, Sales Management, Direct Sales, Coaching, New Business Development, Customer Service, Sales Process, Insurance, Marketing, Sales, Sales Operations, Selling, Account Management, Healthcare, Leadership
Education
University of Missouri-Columbia 2002 — 2007
Bachelor's degree, Interdisciplinary Studies
Notre Dame de Sion 2000 — 2002
Interdisciplinary Studies
Brendan Reid's Edward Jones Experience February 2013 - September 2013
Job Mandatory Corporate Actions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo September 2013 - June 2014
Edward Jones February 2013 - September 2013
Office Supply Solutions December 2011 - August 2012
Norwood Hills Country Club May 2005 - July 2012
Skills
Management, Time Management, Networking, Microsoft Excel
Education
University of Missouri-Saint Louis 2013 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo June 2014 - Present
Wells Fargo September 2013 - June 2014
Edward Jones February 2013 - September 2013
Office Supply Solutions December 2011 - August 2012
Norwood Hills Country Club May 2005 - July 2012
Skills
Management, Time Management, Networking, Microsoft Excel
Education
University of Missouri-Saint Louis 2013 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Barbara Gates Barbara Gates's Edward Jones Experience July 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
hr-haven, inc. August 2011 - May 2012
Johnson County Referral Group 2010 - 2012
Fetch! Pet Care of Western Johnson County March 2008 - July 2011
Olathe Chamber of Commerce 2009 - 2011
Platinum Vacations / All About Travel 2005 - 2008
All About Travel, Mission, KS 1998 - 2005
Skills
Personnel Management, Operations Management, Creative Writing, Small Business, Marketing, Sales, Public Speaking, Strategic Planning, Fundraising, Coaching, Team Building, Event Planning, Public Relations, Advertising, Nonprofits, Microsoft Office, Marketing Communications, Human Resources, Recruiting
Education
The Travel Institute 1987 — 1988
Certified Travel Counselor
University of Missouri-Columbia
English / Creative Writing
Edward Jones July 2012 - Present
hr-haven, inc. August 2011 - May 2012
Johnson County Referral Group 2010 - 2012
Fetch! Pet Care of Western Johnson County March 2008 - July 2011
Olathe Chamber of Commerce 2009 - 2011
Platinum Vacations / All About Travel 2005 - 2008
All About Travel, Mission, KS 1998 - 2005
Skills
Personnel Management, Operations Management, Creative Writing, Small Business, Marketing, Sales, Public Speaking, Strategic Planning, Fundraising, Coaching, Team Building, Event Planning, Public Relations, Advertising, Nonprofits, Microsoft Office, Marketing Communications, Human Resources, Recruiting
Education
The Travel Institute 1987 — 1988
Certified Travel Counselor
University of Missouri-Columbia
English / Creative Writing
Brandon Meyer Brandon Meyer's Edward Jones Experience March 2015 - Present
Job Finance Leader Partnership Accounting at Edward Jones
Industry Accounting
Experience
Edward Jones March 2015 - Present
Edward Jones October 2012 - March 2015
St. Louis Trust Company August 2011 - September 2012
Deloitte Tax LLP July 2010 - August 2011
Deloitte Tax LLP August 2008 - July 2010
Deloitte Tax LLP June 2007 - August 2007
Cassidy Turley May 2006 - August 2006
Education
University of Missouri-Columbia 2004 — 2008
Masters, Accounting
Edward Jones March 2015 - Present
Edward Jones October 2012 - March 2015
St. Louis Trust Company August 2011 - September 2012
Deloitte Tax LLP July 2010 - August 2011
Deloitte Tax LLP August 2008 - July 2010
Deloitte Tax LLP June 2007 - August 2007
Cassidy Turley May 2006 - August 2006
Education
University of Missouri-Columbia 2004 — 2008
Masters, Accounting
Chris Moss Chris Moss's Edward Jones Experience January 2014 - Present
Job IT Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Swank Audio Visuals, LLC. / PSAV Presentation Services December 2012 - January 2014
Swank Audio Visuals May 2006 - December 2012
Swank Audio Visuals 2004 - 2006
Swank Audio Visuals 1998 - 2004
Quilogy 1996 - 1998
Systems Consultants, Inc. (SCI / GEMS) 1987 - 1996
Unisys 1983 - 1987
Skills
PowerBuilder, Programming, MS Project, Project Planning, Project Implementation, Problem Solving, Teaching, Coaching, SQL, COBOL, SQL database design, Team Leadership, Department Management, SCCM, SharePoint, Microsoft SQL Server, Management, Training, Windows, Troubleshooting, Active Directory, Software Development, Project Management, Servers, Databases, Software Documentation, VMware, Technical Support, Visual Basic, .NET, Data Center, IT Management, Help Desk Support, IT Operations, Business Analysis, Information Technology
Education
University of Missouri-Columbia 1979 — 1983
BA, Computer Science
Edward Jones January 2014 - Present
Swank Audio Visuals, LLC. / PSAV Presentation Services December 2012 - January 2014
Swank Audio Visuals May 2006 - December 2012
Swank Audio Visuals 2004 - 2006
Swank Audio Visuals 1998 - 2004
Quilogy 1996 - 1998
Systems Consultants, Inc. (SCI / GEMS) 1987 - 1996
Unisys 1983 - 1987
Skills
PowerBuilder, Programming, MS Project, Project Planning, Project Implementation, Problem Solving, Teaching, Coaching, SQL, COBOL, SQL database design, Team Leadership, Department Management, SCCM, SharePoint, Microsoft SQL Server, Management, Training, Windows, Troubleshooting, Active Directory, Software Development, Project Management, Servers, Databases, Software Documentation, VMware, Technical Support, Visual Basic, .NET, Data Center, IT Management, Help Desk Support, IT Operations, Business Analysis, Information Technology
Education
University of Missouri-Columbia 1979 — 1983
BA, Computer Science
Carol Schwent Carol Schwent's Edward Jones Experience 1999 - Present
Job Team Leader, Market Insights at Edward Jones
Industry Financial Services
Experience
Edward Jones 1999 - Present
Maritz Research 1990 - 1999
Conway Milliken & Associates 1988 - 1990
Marketeam Associates 1986 - 1988
Education
University of Missouri-Columbia
BSBA, Marketing
University of Missouri-Saint Louis
MBA, Marketing & Management
Edward Jones 1999 - Present
Maritz Research 1990 - 1999
Conway Milliken & Associates 1988 - 1990
Marketeam Associates 1986 - 1988
Education
University of Missouri-Columbia
BSBA, Marketing
University of Missouri-Saint Louis
MBA, Marketing & Management
Darin Dennis Darin Dennis's Edward Jones Experience October 2012 - July 2013
Job Financial Consultant at AXA Advisors
Industry Defense & Space
Experience
AXA Advisors September 2013 - Present
Edward Jones October 2012 - July 2013
United States Air Force 2009 - August 2012
NY Air National Guard 1999 - 2009
Skills
Command, Military Operations, National Security, Defense, DoD, Military, Force Protection, Military Experience, Top Secret, Operational Planning, Intelligence, Security Clearance, Air Force
Education
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (BA), Economics
AXA Advisors September 2013 - Present
Edward Jones October 2012 - July 2013
United States Air Force 2009 - August 2012
NY Air National Guard 1999 - 2009
Skills
Command, Military Operations, National Security, Defense, DoD, Military, Force Protection, Military Experience, Top Secret, Operational Planning, Intelligence, Security Clearance, Air Force
Education
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (BA), Economics
Jeffrey Holley Jeffrey Holley's Edward Jones Experience April 2011 - March 2013
Job Vice President
Industry Financial Services
Experience
Detalus March 2013 - Present
Edward Jones April 2011 - March 2013
Skills
Investments, Finance, Portfolio Management, Series 7, Wealth Management, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Financial Analysis, Strategic Financial..., Credit, Asset Management, Fixed Annuities, Equities, Financial Modeling, Banking, Credit Analysis, Fixed Income
Education
University of Missouri-Columbia
Bachelor of Science, Business Administration; Marketing
Detalus March 2013 - Present
Edward Jones April 2011 - March 2013
Skills
Investments, Finance, Portfolio Management, Series 7, Wealth Management, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Financial Analysis, Strategic Financial..., Credit, Asset Management, Fixed Annuities, Equities, Financial Modeling, Banking, Credit Analysis, Fixed Income
Education
University of Missouri-Columbia
Bachelor of Science, Business Administration; Marketing
David Iselin's Edward Jones Experience May 2010 - July 2012
Job Analyst at NISA Investment Advisors
Industry Investment Management
Experience
NISA Investment Advisors June 2013 - Present
Edward Jones May 2010 - July 2012
Edward Jones June 2009 - May 2010
Edward Jones May 2008 - August 2008
Skills
Series 7, Uniform Combined State..., Bonds, ETFs, Equities, Investments, Mutual Funds, Securities, Retirement Planning, Fixed Income, Investment Strategies, Portfolio Management, Wealth Management, Options, Series 66
Education
Washington University in St. Louis 2011 — 2013
Master of Business Administration (M.B.A.), Corporate Finance and Investments
University of Missouri-Columbia 2005 — 2009
Bachelor of Science, Business Administration, Finance and Banking
NISA Investment Advisors June 2013 - Present
Edward Jones May 2010 - July 2012
Edward Jones June 2009 - May 2010
Edward Jones May 2008 - August 2008
Skills
Series 7, Uniform Combined State..., Bonds, ETFs, Equities, Investments, Mutual Funds, Securities, Retirement Planning, Fixed Income, Investment Strategies, Portfolio Management, Wealth Management, Options, Series 66
Education
Washington University in St. Louis 2011 — 2013
Master of Business Administration (M.B.A.), Corporate Finance and Investments
University of Missouri-Columbia 2005 — 2009
Bachelor of Science, Business Administration, Finance and Banking
Chris Timmerman Chris Timmerman's Edward Jones Experience June 2009 - September 2009
Job Analyst at Love Funding Corporation
Industry Real Estate
Experience
Love Funding March 2011 - Present
St. Louis Sports Commission January 2010 - April 2010
IMPACT Group October 2009 - December 2009
Edward Jones June 2009 - September 2009
Education
University of Missouri-Columbia 2005 — 2009
Journalism, Advertising/Strategic Communications
Love Funding March 2011 - Present
St. Louis Sports Commission January 2010 - April 2010
IMPACT Group October 2009 - December 2009
Edward Jones June 2009 - September 2009
Education
University of Missouri-Columbia 2005 — 2009
Journalism, Advertising/Strategic Communications
Albert Maixner's Edward Jones Experience June 2010 - March 2013
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Wells Fargo Advisors April 2013 - April 2014
Edward Jones June 2010 - March 2013
Edward Jones May 2009 - June 2010
Edward Jones August 2008 - October 2009
Skills
Retirement Planning, Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Marketing, PowerPoint, Retirement, IRAs, Pensions, Series 7, 401k, Financial Advisory, Training, Mutual Funds
Education
University of Missouri-Columbia 2005 — 2009
Human Environmental Sciences, Personal Financial Planning
Oakville High School 2001 — 2005
High School, General Studies
Principal Financial Group April 2014 - Present
Wells Fargo Advisors April 2013 - April 2014
Edward Jones June 2010 - March 2013
Edward Jones May 2009 - June 2010
Edward Jones August 2008 - October 2009
Skills
Retirement Planning, Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Marketing, PowerPoint, Retirement, IRAs, Pensions, Series 7, 401k, Financial Advisory, Training, Mutual Funds
Education
University of Missouri-Columbia 2005 — 2009
Human Environmental Sciences, Personal Financial Planning
Oakville High School 2001 — 2005
High School, General Studies
Rick Hoskins's Edward Jones Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Veterans United Home Loans December 2013 - June 2014
Veterans United Home Loans January 2013 - December 2013
Edward Jones June 2013 - August 2013
University of Missouri January 2013 - May 2013
Boone County National Bank March 2012 - January 2013
Alpha Phi Alpha Fraternity, Inc. November 2010 - August 2012
Best Buy January 2011 - March 2012
University of Missouri August 2010 - March 2012
Target Hope Gamma Chapter May 2010 - November 2011
Education
University of Missouri-Columbia 2009 — 2014
Bachelor of Science (BS), Personal Financial Planning and Financial Management Services
Edward Jones August 2014 - Present
Veterans United Home Loans December 2013 - June 2014
Veterans United Home Loans January 2013 - December 2013
Edward Jones June 2013 - August 2013
University of Missouri January 2013 - May 2013
Boone County National Bank March 2012 - January 2013
Alpha Phi Alpha Fraternity, Inc. November 2010 - August 2012
Best Buy January 2011 - March 2012
University of Missouri August 2010 - March 2012
Target Hope Gamma Chapter May 2010 - November 2011
Education
University of Missouri-Columbia 2009 — 2014
Bachelor of Science (BS), Personal Financial Planning and Financial Management Services
Sheila Renner's Edward Jones Experience May 2010 - Present
Job Edward JonesBranch Office Administrator (On Call)
Industry Marketing and Advertising
Experience
Edward Jones May 2010 - Present
Maritz, Inc. May 2007 - April 2009
Maritz, Inc. April 2002 - May 2007
Maritz, Inc. October 2000 - April 2002
Dimac Direct April 1997 - October 2000
Blau Direct Edge 1997 - 1999
First Foto 1994 - 1995
Atkinson Group Inc. 1986 - 1994
Education
University of Missouri-Columbia
BS, Journalism and Home Economics
Edward Jones May 2010 - Present
Maritz, Inc. May 2007 - April 2009
Maritz, Inc. April 2002 - May 2007
Maritz, Inc. October 2000 - April 2002
Dimac Direct April 1997 - October 2000
Blau Direct Edge 1997 - 1999
First Foto 1994 - 1995
Atkinson Group Inc. 1986 - 1994
Education
University of Missouri-Columbia
BS, Journalism and Home Economics
Becky Coulter's Edward Jones Experience May 2008 - June 2009
Job Owner/Breeder at St. Louis Australian Labradoodles
Industry Retail
Experience
St. Louis Australian Labradoodles July 2009 - Present
Neiman Marcus January 2010 - July 2013
Edward Jones May 2008 - June 2009
Patrick Davis Partners November 2004 - August 2007
Love Savings Holding/Heartland Bank 1999 - 2002
BJC HealthCare 1990 - 1999
Skills
Event Planning, Event Management, Marketing, Marketing Communications, Social Media Marketing, Advertising, Fundraising, Retail, Social Networking, Time Management, Outlook, Public Speaking, Training, Coaching, Strategic Planning, Sales
Education
University of Missouri-Columbia 1971 — 1973
St. Louis Australian Labradoodles July 2009 - Present
Neiman Marcus January 2010 - July 2013
Edward Jones May 2008 - June 2009
Patrick Davis Partners November 2004 - August 2007
Love Savings Holding/Heartland Bank 1999 - 2002
BJC HealthCare 1990 - 1999
Skills
Event Planning, Event Management, Marketing, Marketing Communications, Social Media Marketing, Advertising, Fundraising, Retail, Social Networking, Time Management, Outlook, Public Speaking, Training, Coaching, Strategic Planning, Sales
Education
University of Missouri-Columbia 1971 — 1973
Bobby Parish's Edward Jones Experience June 2005 - Present
Job Senior Internal Auditor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2005 - Present
Pulitzer Newspapers, Inc. 2004 - 2005
Education
University of Missouri-Columbia 1995 — 2000
Edward Jones June 2005 - Present
Pulitzer Newspapers, Inc. 2004 - 2005
Education
University of Missouri-Columbia 1995 — 2000
Derek Beecher's Edward Jones Experience January 2013 - Present
Job Business Unit Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones January 2010 - Present
Edward Jones November 2008 - January 2010
Edward jones April 2004 - November 2008
Edward Jones 2000 - 2004
Skills
PeopleSoft, Employee Benefits, HRIS
Education
University of Missouri-Saint Louis 1997 — 1999
MBA
University of Missouri-Columbia 1987 — 1991
BSBA, Finance and Banking
Edward Jones January 2013 - Present
Edward Jones January 2010 - Present
Edward Jones November 2008 - January 2010
Edward jones April 2004 - November 2008
Edward Jones 2000 - 2004
Skills
PeopleSoft, Employee Benefits, HRIS
Education
University of Missouri-Saint Louis 1997 — 1999
MBA
University of Missouri-Columbia 1987 — 1991
BSBA, Finance and Banking
Bob Maltsbarger's Edward Jones Experience May 2002 - December 2002
Job Senior Economist, Agriculture Service at IHS Global Insight
Industry Research
Experience
IHS Global Insight May 2010 - Present
Lowe's Home Improvement August 2005 - May 2010
Wal-Mart Stores, Inc. January 2003 - August 2005
Edward Jones May 2002 - December 2002
Southwestern Company March 1998 - August 2001
Skills
Economics, Retail, Customer Service, Business Planning, Public Speaking, Qualitative Research, Data Analysis, Pricing, Agriculture, Market Research, Statistics, Analysis, Econometrics, Investments
Education
University of Missouri-Columbia 2000 — 2011
Master of Science (M.S.), Agricultural Economics, 3.56
University of Missouri-Columbia 1995 — 1999
B.S., Agricultural Economics, 3.523
IHS Global Insight May 2010 - Present
Lowe's Home Improvement August 2005 - May 2010
Wal-Mart Stores, Inc. January 2003 - August 2005
Edward Jones May 2002 - December 2002
Southwestern Company March 1998 - August 2001
Skills
Economics, Retail, Customer Service, Business Planning, Public Speaking, Qualitative Research, Data Analysis, Pricing, Agriculture, Market Research, Statistics, Analysis, Econometrics, Investments
Education
University of Missouri-Columbia 2000 — 2011
Master of Science (M.S.), Agricultural Economics, 3.56
University of Missouri-Columbia 1995 — 1999
B.S., Agricultural Economics, 3.523
Dan Humiston's Edward Jones Experience April 2012 - Present
Job Oracle DBA at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones April 2012 - Present
Paulo Products Company March 2007 - April 2012
Edward Jones 2000 - 2007
Education
University of Missouri-Columbia 1993 — 1998
Edward Jones April 2012 - Present
Paulo Products Company March 2007 - April 2012
Edward Jones 2000 - 2007
Education
University of Missouri-Columbia 1993 — 1998
Doug Talir's Edward Jones Experience 1997 - 2002
Job Director, Advisor Services at Scottrade
Industry Financial Services
Experience
Scottrade 2004 - Present
Scottrade 2002 - 2004
Edward Jones 1997 - 2002
Charles Schwab 1995 - 1997
Edward Jones 1992 - 1995
Skills
Securities, FINRA
Education
University of Missouri-Columbia 1985 — 1992
BS, Financial Management
Chaminade College Prep 1981 — 1985
High School
Scottrade 2004 - Present
Scottrade 2002 - 2004
Edward Jones 1997 - 2002
Charles Schwab 1995 - 1997
Edward Jones 1992 - 1995
Skills
Securities, FINRA
Education
University of Missouri-Columbia 1985 — 1992
BS, Financial Management
Chaminade College Prep 1981 — 1985
High School
Elizabeth Cockrell's Edward Jones Experience February 2013 - Present
Job Leader of Workplace Solutions team Edward Jones
Industry Architecture & Planning
Experience
Edward Jones February 2013 - Present
SPACE Architecture + Design September 2008 - January 2013
Christner Inc. October 2006 - September 2008
527 Architects 2003 - 2006
Lighthouse Architects 2000 - 2003
Answers Inc 1997 - 2000
Nolan Office Interiors 1995 - 1997
Skills
Revit, Space Planning, AutoCAD, Interior Design, Furniture, Construction Documents, SketchUp, Submittals, Space planning, Sketching, Sustainable Design, Design Research, Interior Architecture, Construction Management, Space-planning, Architectural Design, Facilities Management, Construction Drawings, Rendering, Finish Selections, FF&E, InDesign
Education
University of Missouri-Columbia 1990 — 1995
BA, Environmental Studies
Edward Jones February 2013 - Present
SPACE Architecture + Design September 2008 - January 2013
Christner Inc. October 2006 - September 2008
527 Architects 2003 - 2006
Lighthouse Architects 2000 - 2003
Answers Inc 1997 - 2000
Nolan Office Interiors 1995 - 1997
Skills
Revit, Space Planning, AutoCAD, Interior Design, Furniture, Construction Documents, SketchUp, Submittals, Space planning, Sketching, Sustainable Design, Design Research, Interior Architecture, Construction Management, Space-planning, Architectural Design, Facilities Management, Construction Drawings, Rendering, Finish Selections, FF&E, InDesign
Education
University of Missouri-Columbia 1990 — 1995
BA, Environmental Studies
Chapman,Michelle L's Edward Jones Experience October 2006 - Present
Job Financial adivsor at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2006 - Present
Dillard's Inc. June 1995 - October 2006
Skills
Retirement Planning, Education Savings, Estate Considerations, Insurance Needs, Debt Management
Education
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (BS), Business Administration and Marketing
Edward Jones October 2006 - Present
Dillard's Inc. June 1995 - October 2006
Skills
Retirement Planning, Education Savings, Estate Considerations, Insurance Needs, Debt Management
Education
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (BS), Business Administration and Marketing
Aimee Scott's Edward Jones Experience August 2002 - August 2004
Job Project Manager at BJC HealthCare
Industry Human Resources
Experience
BJC HealthCare August 2009 - Present
BJC HealthCare August 2004 - August 2009
Edward Jones August 2002 - August 2004
AT&T 2000 - 2002
Skills
Onboarding, Talent Management, Talent Acquisition, Employee Relations, Employee Engagement, HRIS, Performance Management, Applicant Tracking..., Process Improvement, Recruiting, Training, Performance Improvement, Succession Planning
Education
Webster University 2011 — 2013
MBA, Business
University of Missouri-Columbia 1996 — 2000
BJC HealthCare August 2009 - Present
BJC HealthCare August 2004 - August 2009
Edward Jones August 2002 - August 2004
AT&T 2000 - 2002
Skills
Onboarding, Talent Management, Talent Acquisition, Employee Relations, Employee Engagement, HRIS, Performance Management, Applicant Tracking..., Process Improvement, Recruiting, Training, Performance Improvement, Succession Planning
Education
Webster University 2011 — 2013
MBA, Business
University of Missouri-Columbia 1996 — 2000
Dan Hefley's Edward Jones Experience December 2013 - Present
Job Internal Audit Manager at Edward Jones
Industry Accounting
Experience
Edward Jones December 2013 - Present
KPMG July 2012 - December 2013
KPMG Audit July 2008 - June 2012
Skills
US GAAP, External Audit, Internal Controls, GAAP, SEC filings, Auditing, IFRS, CPA, Sarbanes-Oxley Act, Assurance, Big 4, Financial Reporting, Financial Accounting, Accounting, Tax, Consolidation
Education
University of Missouri-Columbia 2001 — 2006
Master's degree, Accounting
Edward Jones December 2013 - Present
KPMG July 2012 - December 2013
KPMG Audit July 2008 - June 2012
Skills
US GAAP, External Audit, Internal Controls, GAAP, SEC filings, Auditing, IFRS, CPA, Sarbanes-Oxley Act, Assurance, Big 4, Financial Reporting, Financial Accounting, Accounting, Tax, Consolidation
Education
University of Missouri-Columbia 2001 — 2006
Master's degree, Accounting
Alan Herzog's Edward Jones Experience February 2013 - Present
Job Director Funds Compliance at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Wells Fargo Advisors, LLC September 2009 - February 2013
Wachovia Securities January 2008 - September 2009
A.G. Edwards 2001 - 2008
Education
University of Missouri-Columbia School of Law 1996 — 1999
JD, Law
University of Missouri-Columbia
Edward Jones February 2013 - Present
Wells Fargo Advisors, LLC September 2009 - February 2013
Wachovia Securities January 2008 - September 2009
A.G. Edwards 2001 - 2008
Education
University of Missouri-Columbia School of Law 1996 — 1999
JD, Law
University of Missouri-Columbia
Andy Gorgen's Edward Jones Experience December 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2003 - Present
Education
University of Missouri-Columbia
University of Missouri-Columbia
parkway south
Edward Jones December 2003 - Present
Education
University of Missouri-Columbia
University of Missouri-Columbia
parkway south
Mike Eisenbath's Edward Jones Experience November 2007 - Present
Job Writer, speaker on spiritual topics (including depression), compliance for Edward Jones Investments, sportswriter
Industry Writing and Editing
Experience
Edward Jones November 2007 - Present
Edward Jones June 2002 - November 2007
St. Louis Post-Dispatch July 1984 - June 2002
Skills
Feature Writing, Copy Editing, Public Speaking, Retreat Facilitation, Spiritual Formation, Financial services..., Financial Advisory, Feature Articles, Newsletters, Journalism, Financial Services, Blogging, Creative Writing, Books, Retreats, Newspapers, Storytelling, Speech Writing, Facebook, Radio, Copywriting, Nonprofits, Publishing, Social Networking, Social Media, Faith-based, Public Relations, Editing, Proofreading, Publications, Web Content, Press Releases, Sports, Mental Health, Editorial, Publicity, AP Style, Strategic Communications, Content Management, Content Development, Internal Communications, Content Strategy, Corporate Communications, Magazines, Interviews, Published Author, Social Media Marketing, Broadcast Journalism, Web Content Management, Online Journalism
Education
University of Missouri-Columbia 1979 — 1982
Bachelor's, Journalism
Duchesne High School 1975 — 1979
Edward Jones November 2007 - Present
Edward Jones June 2002 - November 2007
St. Louis Post-Dispatch July 1984 - June 2002
Skills
Feature Writing, Copy Editing, Public Speaking, Retreat Facilitation, Spiritual Formation, Financial services..., Financial Advisory, Feature Articles, Newsletters, Journalism, Financial Services, Blogging, Creative Writing, Books, Retreats, Newspapers, Storytelling, Speech Writing, Facebook, Radio, Copywriting, Nonprofits, Publishing, Social Networking, Social Media, Faith-based, Public Relations, Editing, Proofreading, Publications, Web Content, Press Releases, Sports, Mental Health, Editorial, Publicity, AP Style, Strategic Communications, Content Management, Content Development, Internal Communications, Content Strategy, Corporate Communications, Magazines, Interviews, Published Author, Social Media Marketing, Broadcast Journalism, Web Content Management, Online Journalism
Education
University of Missouri-Columbia 1979 — 1982
Bachelor's, Journalism
Duchesne High School 1975 — 1979
Colby Portell's Edward Jones Experience October 2010 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Bureau van Dijk February 2009 - December 2010
SunAmerica October 2007 - January 2009
Education
University of Missouri-Columbia
Edward Jones October 2010 - Present
Bureau van Dijk February 2009 - December 2010
SunAmerica October 2007 - January 2009
Education
University of Missouri-Columbia
Cathy Gallaher's Edward Jones Experience July 2011 - Present
Job Learning Strategist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2011 - Present
Edward Jones 1999 - July 2011
Edward Jones October 1997 - October 1999
TriMark Technologies, Inc. March 1991 - May 1997
Edward Jones February 1987 - March 1991
Skills
Instructional Design, Leadership Development, Blended Learning, Training Delivery, Onboarding, Talent Management, Training, Performance Improvement, Needs Analysis, Project Management, Curriculum Design, Captivate, Curriculum Development, ADDIE, Succession Planning, Organizational...
Education
University of Missouri-Columbia 1982 — 1987
B.S.B.A., Operations Management and Supervision
Edward Jones July 2011 - Present
Edward Jones 1999 - July 2011
Edward Jones October 1997 - October 1999
TriMark Technologies, Inc. March 1991 - May 1997
Edward Jones February 1987 - March 1991
Skills
Instructional Design, Leadership Development, Blended Learning, Training Delivery, Onboarding, Talent Management, Training, Performance Improvement, Needs Analysis, Project Management, Curriculum Design, Captivate, Curriculum Development, ADDIE, Succession Planning, Organizational...
Education
University of Missouri-Columbia 1982 — 1987
B.S.B.A., Operations Management and Supervision
Carter Cunningham, CFA, CIPM's Edward Jones Experience June 2010 - Present
Job Associate
Industry Financial Services
Experience
Edward Jones June 2010 - Present
New Leaders for New Schools June 2009 - August 2009
Imagine Schools 2006 - 2008
Teach for America 2006 - 2008
Skills
Qualitative Research, Leadership, Analysis, Data Analysis, Public Speaking, Research, Microsoft Excel, Nonprofits, PowerPoint, Microsoft Office, Financial Modeling, Tutoring, Teaching, Program Development, Strategic Planning
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
Master of Business Administration (MBA)
University of Missouri-Columbia
Bachelor of Science (B.S.), Dual Degrees in Business (economics) and International Studies
Edward Jones June 2010 - Present
New Leaders for New Schools June 2009 - August 2009
Imagine Schools 2006 - 2008
Teach for America 2006 - 2008
Skills
Qualitative Research, Leadership, Analysis, Data Analysis, Public Speaking, Research, Microsoft Excel, Nonprofits, PowerPoint, Microsoft Office, Financial Modeling, Tutoring, Teaching, Program Development, Strategic Planning
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
Master of Business Administration (MBA)
University of Missouri-Columbia
Bachelor of Science (B.S.), Dual Degrees in Business (economics) and International Studies
Bill Sablan's Edward Jones Experience July 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Wittenberg Weiner Consulting, LLC December 2013 - January 2015
Kforce December 2012 - November 2013
8th Marine Regiment June 2010 - January 2013
United States Marine Corps 1989 - January 2013
24th Marines July 2007 - June 2010
Marine Combat Training Battalion September 2005 - June 2007
3d Battalion, 8th Marines April 2004 - September 2005
3d Battalion, 8th Marines May 2003 - April 2004
Skills
Command, Security Clearance, Weapons, Combat, Leadership, Military Operations, Operational Planning, Force Protection, Military Experience, Top Secret, National Security, Military, Defense, Marine Corps, Training, Government Contracting, Government, Counterterrorism, Tactics, Counterinsurgency, DoD, Program Management, Security, Exercises, Afghanistan, Intelligence, Intelligence Analysis, Emergency Management, Management, Physical Security, Navy, Army, Military Logistics, Military Training, Security Operations, Readiness, Homeland Security, Contingency Planning, Project Planning, Leadership Development, Interagency Coordination, Organizational..., Information Assurance, Special Operations, SIGINT, Counterintelligence, Surveillance, Military Liaison, Personnel Supervision
Education
University of Phoenix 2007 — 2010
MBA Global Management, Global Management
University of Missouri-Kansas City 1993 — 1995
BLA, Sociology, Psychology, Political Science
University of Missouri-Columbia 1988 — 1989
Student, Business
Edward Jones July 2015 - Present
Wittenberg Weiner Consulting, LLC December 2013 - January 2015
Kforce December 2012 - November 2013
8th Marine Regiment June 2010 - January 2013
United States Marine Corps 1989 - January 2013
24th Marines July 2007 - June 2010
Marine Combat Training Battalion September 2005 - June 2007
3d Battalion, 8th Marines April 2004 - September 2005
3d Battalion, 8th Marines May 2003 - April 2004
Skills
Command, Security Clearance, Weapons, Combat, Leadership, Military Operations, Operational Planning, Force Protection, Military Experience, Top Secret, National Security, Military, Defense, Marine Corps, Training, Government Contracting, Government, Counterterrorism, Tactics, Counterinsurgency, DoD, Program Management, Security, Exercises, Afghanistan, Intelligence, Intelligence Analysis, Emergency Management, Management, Physical Security, Navy, Army, Military Logistics, Military Training, Security Operations, Readiness, Homeland Security, Contingency Planning, Project Planning, Leadership Development, Interagency Coordination, Organizational..., Information Assurance, Special Operations, SIGINT, Counterintelligence, Surveillance, Military Liaison, Personnel Supervision
Education
University of Phoenix 2007 — 2010
MBA Global Management, Global Management
University of Missouri-Kansas City 1993 — 1995
BLA, Sociology, Psychology, Political Science
University of Missouri-Columbia 1988 — 1989
Student, Business
Bonnie Hilton's Edward Jones Experience February 1979 - July 1982
Job Volunteer
Industry Performing Arts
Experience
Nuveen Investments 1999 - 2001
Mississipi Valley Advisors 1986 - 1988
Mercantile Bank 1986 - 1988
Bateman Eichler January 1985 - January 1986
Edward Jones February 1979 - July 1982
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance
University of Missouri-Columbia 1973 — 1977
1977, Honors Interdisciplinary: Theatre, English, Italian LIterature
Nuveen Investments 1999 - 2001
Mississipi Valley Advisors 1986 - 1988
Mercantile Bank 1986 - 1988
Bateman Eichler January 1985 - January 1986
Edward Jones February 1979 - July 1982
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance
University of Missouri-Columbia 1973 — 1977
1977, Honors Interdisciplinary: Theatre, English, Italian LIterature
Carin Bealmear's Edward Jones Experience November 2006 - May 2011
Job Project Manager at Monsanto
Industry Information Technology and Services
Experience
Monsanto May 2011 - Present
Edward Jones November 2006 - May 2011
Education
University of Missouri-Columbia 1996 — 2000
BS, General Agriculture
Monsanto May 2011 - Present
Edward Jones November 2006 - May 2011
Education
University of Missouri-Columbia 1996 — 2000
BS, General Agriculture
Martha Briner's Edward Jones Experience April 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2009 - Present
Centocor April 2004 - January 2009
Wyeth BioPharma January 2001 - April 2004
Ferguson Florissant School District October 1997 - January 2001
Robert Rubin, MD May 1987 - October 1997
Skills
Administrative..., Human Resources
Education
University of Missouri-Columbia 1971 — 1972
Edward Jones April 2009 - Present
Centocor April 2004 - January 2009
Wyeth BioPharma January 2001 - April 2004
Ferguson Florissant School District October 1997 - January 2001
Robert Rubin, MD May 1987 - October 1997
Skills
Administrative..., Human Resources
Education
University of Missouri-Columbia 1971 — 1972
CAROL ROST's Edward Jones Experience September 2011 - Present
Job Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Louis Vuitton April 2011 - July 2011
Edward Jones April 2011 - July 2011
Delta Gamma Center for Children with Visual Impairments January 2000 - June 2011
Granite Transformations November 2007 - February 2011
Villa Duchesne, Annunciation Parish January 2000 - May 2009
Xerox June 1981 - August 1990
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Marketing
Edward Jones September 2011 - Present
Louis Vuitton April 2011 - July 2011
Edward Jones April 2011 - July 2011
Delta Gamma Center for Children with Visual Impairments January 2000 - June 2011
Granite Transformations November 2007 - February 2011
Villa Duchesne, Annunciation Parish January 2000 - May 2009
Xerox June 1981 - August 1990
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Marketing
Ian Eschbacher's Edward Jones Experience July 2015 - Present
Job Senior Developer at TransUnion
Industry Information Technology and Services
Experience
Edward Jones July 2015 - Present
TransUnion July 2010 - July 2015
Indiana University June 2008 - January 2010
Shelter Insurance September 2006 - May 2008
University of Missouri August 2005 - December 2005
Skills
Struts, MySQL, Java, XML, Linux, Ant, Spring, Requirements Analysis, Unix, Software Development, Agile Methodologies, SQL, Business Analysis, Websphere, Eclipse, Tomcat, ClearCase, Oracle, JSP, SDLC
Education
University of Missouri-Columbia 2001 — 2005
BA, Computer Science, English, Film Studies
Edward Jones July 2015 - Present
TransUnion July 2010 - July 2015
Indiana University June 2008 - January 2010
Shelter Insurance September 2006 - May 2008
University of Missouri August 2005 - December 2005
Skills
Struts, MySQL, Java, XML, Linux, Ant, Spring, Requirements Analysis, Unix, Software Development, Agile Methodologies, SQL, Business Analysis, Websphere, Eclipse, Tomcat, ClearCase, Oracle, JSP, SDLC
Education
University of Missouri-Columbia 2001 — 2005
BA, Computer Science, English, Film Studies
Andrew Scianna, JD, AAMS®'s Edward Jones Experience April 2008 - April 2012
Job President of Scianna Captial Management Helping prepare you for Day One of Retirement and Beyond
Industry Financial Services
Experience
Scianna Capital Management April 2012 - Present
Edward Jones April 2008 - April 2012
Hollis Law Firm May 2006 - April 2008
Skills
Wealth Management, Financial Planners, Retirement Planning, Investments, Insurance, 529 Plans, 401k Rollovers, Bonds
Education
University of Missouri-Kansas City School of Law 2004 — 2007
JD, LAW
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist (SM), AAMS ® Certificate
University of Missouri-Columbia 2001 — 2004
BA, Political Science
Scianna Capital Management April 2012 - Present
Edward Jones April 2008 - April 2012
Hollis Law Firm May 2006 - April 2008
Skills
Wealth Management, Financial Planners, Retirement Planning, Investments, Insurance, 529 Plans, 401k Rollovers, Bonds
Education
University of Missouri-Kansas City School of Law 2004 — 2007
JD, LAW
College for Financial Planning 2011 — 2011
Accredited Asset Management Specialist (SM), AAMS ® Certificate
University of Missouri-Columbia 2001 — 2004
BA, Political Science
Darrell Strawbridge's Edward Jones Experience April 2004 - February 2005
Job Project Manager I at The Maritz Reward Studio
Industry Consumer Services
Experience
Reward Studio By Maritz July 2012 - Present
Maritz, Inc. June 2006 - July 2012
Kelly Services February 2005 - June 2006
Edward Jones April 2004 - February 2005
Skills
CRM, Process Improvement, Program Management, New Business Development, Call Centers, Training, Risk Management, Customer Experience, Project Management, Vendor Management, Customer Service, Marketing, Call Center, Team Leadership, Account Management, Project Planning, Team Building, Customer Satisfaction, Change Management, Budgets, Salesforce.com, Coaching, Strategic Planning, Outlook, Management, Leadership, Strategy, Cross-functional Team..., Marketing Strategy, Marketing Communications
Education
University of Missouri-Columbia 1999 — 2003
B.S., Interdisciplinary Studies
University of Missouri-Columbia 1999 — 2003
Bachelor of Science, Interdisciplinary Studies
University of Missouri-Columbia 1999 — 2003
Bachelor of Science, Interdisciplinary Studies
Reward Studio By Maritz July 2012 - Present
Maritz, Inc. June 2006 - July 2012
Kelly Services February 2005 - June 2006
Edward Jones April 2004 - February 2005
Skills
CRM, Process Improvement, Program Management, New Business Development, Call Centers, Training, Risk Management, Customer Experience, Project Management, Vendor Management, Customer Service, Marketing, Call Center, Team Leadership, Account Management, Project Planning, Team Building, Customer Satisfaction, Change Management, Budgets, Salesforce.com, Coaching, Strategic Planning, Outlook, Management, Leadership, Strategy, Cross-functional Team..., Marketing Strategy, Marketing Communications
Education
University of Missouri-Columbia 1999 — 2003
B.S., Interdisciplinary Studies
University of Missouri-Columbia 1999 — 2003
Bachelor of Science, Interdisciplinary Studies
University of Missouri-Columbia 1999 — 2003
Bachelor of Science, Interdisciplinary Studies
Anna Schiermann's Edward Jones Experience September 2013 - Present
Job Senior Project Coordinator at Edward Jones
Industry Accounting
Experience
Edward Jones September 2013 - Present
Edward Jones November 2009 - September 2013
Deloitte and Touche LLP August 2006 - October 2009
Deloitte August 2006 - October 2009
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, SEC filings, Auditing, Financial Reporting, Internal Audit, US GAAP, CPA, Financial Accounting, GAAP, Sarbanes-Oxley, Financial Statements, Financial Audits, External Audit, Financial Services, Big 4
Education
University of Missouri-Columbia 2001 — 2005
Masters in Accountancy, Accounting
Edward Jones September 2013 - Present
Edward Jones November 2009 - September 2013
Deloitte and Touche LLP August 2006 - October 2009
Deloitte August 2006 - October 2009
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, SEC filings, Auditing, Financial Reporting, Internal Audit, US GAAP, CPA, Financial Accounting, GAAP, Sarbanes-Oxley, Financial Statements, Financial Audits, External Audit, Financial Services, Big 4
Education
University of Missouri-Columbia 2001 — 2005
Masters in Accountancy, Accounting
Ali Knapp's Edward Jones Experience December 2013 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
BusComm Incorporated June 2006 - December 2013
Skills
Sales Operations, Account Management, Process Improvement, Sales, Customer Service, Software Documentation, Business Development, Training, Salesforce.com, Project Management, Healthcare Information..., New Business Development, Healthcare, Management
Education
University of Missouri-Columbia
BSBA, Business - Marketing
Edward Jones December 2013 - Present
BusComm Incorporated June 2006 - December 2013
Skills
Sales Operations, Account Management, Process Improvement, Sales, Customer Service, Software Documentation, Business Development, Training, Salesforce.com, Project Management, Healthcare Information..., New Business Development, Healthcare, Management
Education
University of Missouri-Columbia
BSBA, Business - Marketing
Bill DeRoze's Edward Jones Experience variousCarlson Wagonlit TravelJune 2004 - 2007
Job Director of Business Travel at Edward Jones
Industry Financial Services
Experience
Edward Jones variousCarlson Wagonlit TravelJune 2004 - 2007
Maritz Travel Company September 1974 - 2004
Education
University of Missouri-Columbia 1970 — 1975
University of Missouri-Columbia 1970 — 1974
Journalism, Advertising
Edward Jones variousCarlson Wagonlit TravelJune 2004 - 2007
Maritz Travel Company September 1974 - 2004
Education
University of Missouri-Columbia 1970 — 1975
University of Missouri-Columbia 1970 — 1974
Journalism, Advertising
Chris Chorlins CFP®'s Edward Jones Experience 2010 - 2010
Job Family Office Director at Greenway Family Office
Industry Financial Services
Experience
Greenway Family Office May 2010 - Present
Edward Jones 2010 - 2010
Edward Jones 2007 - 2010
National City Bank 2006 - 2007
Skills
Estate Planning, Personal Financial..., Cash Flow Statements, Investments, Modern Portfolio Theory, Indexing, Hedge Funds, Private Banking, Private Equity, Investment Strategies, Tax, Family Office, High Net Worth..., Microsoft Excel, Series 7, Series 66, Client Coverage, Critical Thinking, Management, Organizational Behavior, Business Strategy
Education
Washington University in St. Louis 2013 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2001 — 2005
BA
Greenway Family Office May 2010 - Present
Edward Jones 2010 - 2010
Edward Jones 2007 - 2010
National City Bank 2006 - 2007
Skills
Estate Planning, Personal Financial..., Cash Flow Statements, Investments, Modern Portfolio Theory, Indexing, Hedge Funds, Private Banking, Private Equity, Investment Strategies, Tax, Family Office, High Net Worth..., Microsoft Excel, Series 7, Series 66, Client Coverage, Critical Thinking, Management, Organizational Behavior, Business Strategy
Education
Washington University in St. Louis 2013 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2001 — 2005
BA
Robert Liebherr's Edward Jones Experience May 2014 - Present
Job Operations Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Bank of America August 2012 - April 2014
Bank of America August 2011 - August 2012
Bank of America September 2010 - August 2011
CitiMortgage June 2009 - September 2010
CitiMortgage March 2009 - June 2009
Education
University of Missouri-Saint Louis 2015 — 2017
Master of Business Administration (MBA), Finance
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (BS), Business Administration, Economics
Edward Jones May 2014 - Present
Bank of America August 2012 - April 2014
Bank of America August 2011 - August 2012
Bank of America September 2010 - August 2011
CitiMortgage June 2009 - September 2010
CitiMortgage March 2009 - June 2009
Education
University of Missouri-Saint Louis 2015 — 2017
Master of Business Administration (MBA), Finance
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (BS), Business Administration, Economics
Ashley Lickenbrock's Edward Jones Experience June 2007 - October 2012
Job UX Research & Strategy Lead at Monsanto Company
Industry Information Technology and Services
Experience
Monsanto Company May 2014 - Present
Monsanto March 2013 - May 2014
Strategic Staffing Solutions October 2012 - March 2013
Edward Jones June 2007 - October 2012
Quilogy August 2006 - June 2007
Anheuser-Busch June 2002 - August 2006
Skills
SDLC, Usability Testing, User-centered Design, Requirements Analysis, Requirements Gathering, Agile Methodologies, Process Improvement, Project Management, User Experience, Testing, Quality Assurance, Usability, Contextual Inquiry, Software Development, Card Sorting
Education
University of Missouri-Columbia 1997 — 2002
BA, Computer Science
Monsanto Company May 2014 - Present
Monsanto March 2013 - May 2014
Strategic Staffing Solutions October 2012 - March 2013
Edward Jones June 2007 - October 2012
Quilogy August 2006 - June 2007
Anheuser-Busch June 2002 - August 2006
Skills
SDLC, Usability Testing, User-centered Design, Requirements Analysis, Requirements Gathering, Agile Methodologies, Process Improvement, Project Management, User Experience, Testing, Quality Assurance, Usability, Contextual Inquiry, Software Development, Card Sorting
Education
University of Missouri-Columbia 1997 — 2002
BA, Computer Science
Amanda Warden's Edward Jones Experience June 2007 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2007 - Present
GTI August 2004 - May 2007
Education
University of Missouri-Columbia 1999 — 2003
Bachelors, Biology
Edward Jones June 2007 - Present
GTI August 2004 - May 2007
Education
University of Missouri-Columbia 1999 — 2003
Bachelors, Biology
Christopher McInnis's Edward Jones Experience December 2006 - September 2010
Job Internal Revenue Agent at Internal Revenue Service
Industry Government Administration
Experience
Internal Revenue Service September 2010 - Present
Edward Jones December 2006 - September 2010
Skills
Account Reconciliation, Tax, Customer Service, Tax Preparation, QuickBooks, Accounting, Tax Accounting, Bookkeeping, Financial Reporting, Tax Research, Tax Returns, Income Tax, Corporate Tax, General Ledger, GAAP, Financial Statements, Financial Analysis, Journal Entries, Partnership Taxation, Auditing
Education
University of Missouri-Saint Louis 2006 — 2009
Masters, Accounting
University of Missouri-Columbia 2000 — 2004
Dual BSBA, Economics, Finance & Banking
Internal Revenue Service September 2010 - Present
Edward Jones December 2006 - September 2010
Skills
Account Reconciliation, Tax, Customer Service, Tax Preparation, QuickBooks, Accounting, Tax Accounting, Bookkeeping, Financial Reporting, Tax Research, Tax Returns, Income Tax, Corporate Tax, General Ledger, GAAP, Financial Statements, Financial Analysis, Journal Entries, Partnership Taxation, Auditing
Education
University of Missouri-Saint Louis 2006 — 2009
Masters, Accounting
University of Missouri-Columbia 2000 — 2004
Dual BSBA, Economics, Finance & Banking
Adam Stanley's Edward Jones Experience March 2014 - Present
Job Sr. Client Service Specialist at Edward Jones and Project Support Coodinator
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Edward Jones May 2013 - Present
Edward Jones September 2009 - May 2013
Edward Jones October 2008 - September 2009
Stillshot Photography May 2006 - May 2008
Skills
Customer Service, Financial Analysis
Education
University of Missouri-Saint Louis 2009 — 2014
Bachelor's Degree, Marketing
University of Missouri-Columbia
Bachelor's degree, Marketing
Edward Jones March 2014 - Present
Edward Jones May 2013 - Present
Edward Jones September 2009 - May 2013
Edward Jones October 2008 - September 2009
Stillshot Photography May 2006 - May 2008
Skills
Customer Service, Financial Analysis
Education
University of Missouri-Saint Louis 2009 — 2014
Bachelor's Degree, Marketing
University of Missouri-Columbia
Bachelor's degree, Marketing
Bobby Parish's Edward Jones Experience October 2008 - Present
Job Internal Audit Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Education
University of Missouri-Columbia 1995 — 2000
Master's degree, Accounting
Edward Jones October 2008 - Present
Education
University of Missouri-Columbia 1995 — 2000
Master's degree, Accounting
David Fanter's Edward Jones Experience November 2011 - Present
Job HR Systems Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Edward Jones September 2004 - November 2011
Skills
Employee Benefits
Education
University of Missouri-Saint Louis 1993 — 1995
Bachelor of Science (BS), Management and Organizational Behavior
University of Missouri-Columbia 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Edward Jones November 2011 - Present
Edward Jones September 2004 - November 2011
Skills
Employee Benefits
Education
University of Missouri-Saint Louis 1993 — 1995
Bachelor of Science (BS), Management and Organizational Behavior
University of Missouri-Columbia 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Elizabeth O'Hanlon's Edward Jones Experience August 2010 - Present
Job Associate Compliance Counsel at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
Circuit Attorney's Office 2007 - 2010
Skills
Legal Compliance, Investment Advisory..., Securities Regulation, Contract Negotiation, ERISA, Risk Management, Retirement Services, Financial Services, Due Diligence, Litigation, Criminal Law
Education
University of Missouri-Columbia 2004 — 2007
Juris Doctorate
University of Missouri-Columbia 2000 — 2004
Bachelor's degree, Political Science and History
Edward Jones August 2010 - Present
Circuit Attorney's Office 2007 - 2010
Skills
Legal Compliance, Investment Advisory..., Securities Regulation, Contract Negotiation, ERISA, Risk Management, Retirement Services, Financial Services, Due Diligence, Litigation, Criminal Law
Education
University of Missouri-Columbia 2004 — 2007
Juris Doctorate
University of Missouri-Columbia 2000 — 2004
Bachelor's degree, Political Science and History
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation